Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Employees
Employee
Years
Job
Industry
Charles Dix Charles Dix's Morgan Stanley Experience June 1984 - May 2005
Job Branch Manager & Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2005 - Present
Wells Fargo Advisors May 2005 - Present
Morgan Stanley June 1984 - May 2005
Skills
Investments, Financial Advisory, Financial Analysis, Finance, Risk Management, Mutual Funds, Sales, Retirement Planning, Business Development, Marketing, Business Planning, Asset Allocation, Financial Modeling, Sales Management, New Business Development, Business Strategy, Account Management, Wealth Preservation..., Portfolio Analysis, Strategic Planning
Education
Austin College 1980 — 1984
Liberal Arts, Business / Economics
Southern Medthodist University 2010 — 2012
Certified Financial Planning Degree, Certified Financial Planning Degree
Wells Fargo Advisors May 2005 - Present
Wells Fargo Advisors May 2005 - Present
Morgan Stanley June 1984 - May 2005
Skills
Investments, Financial Advisory, Financial Analysis, Finance, Risk Management, Mutual Funds, Sales, Retirement Planning, Business Development, Marketing, Business Planning, Asset Allocation, Financial Modeling, Sales Management, New Business Development, Business Strategy, Account Management, Wealth Preservation..., Portfolio Analysis, Strategic Planning
Education
Austin College 1980 — 1984
Liberal Arts, Business / Economics
Southern Medthodist University 2010 — 2012
Certified Financial Planning Degree, Certified Financial Planning Degree
Marko Govedarica Marko Govedarica's Morgan Stanley Experience November 2013 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Morgan Stanley Smith Barney May 2010 - August 2012
Skills
Social Networking, Financial Markets, Microsoft Office, @Risk, Financial Services, Account Management, Series 7, Investments
Education
Illinois State University 2010 — 2013
Undergraduate, Finance, Sophomore- Senior
Aurora University 2009 — 2010
Finance, Freshman
Glenbard North
Morgan Stanley November 2013 - Present
Morgan Stanley Smith Barney May 2010 - August 2012
Skills
Social Networking, Financial Markets, Microsoft Office, @Risk, Financial Services, Account Management, Series 7, Investments
Education
Illinois State University 2010 — 2013
Undergraduate, Finance, Sophomore- Senior
Aurora University 2009 — 2010
Finance, Freshman
Glenbard North
Mitch Braselton Mitch Braselton's Morgan Stanley Experience 2004 - 2008
Job Partner at BAM Worldwide
Industry Financial Services
Experience
BAM Worldwide April 2013 - Present
Eastland Peak Capital January 2013 - Present
Deutsche Bank Securities July 2010 - December 2012
Garrison Investment Group 2008 - August 2010
Morgan Stanley 2004 - 2008
Banc of America Securities May 1998 - April 2004
UBS 1994 - 1998
JP Morgan August 1992 - February 1994
Skills
Hedge Funds, Capital Markets, Fixed Income, Structured Finance, Securitization, High Yield, Financial Structuring, Alternative Investments, Investment Banking, Private Equity, Credit Derivatives, Structured Products, ABS, Leveraged Finance, Bonds, Emerging Markets, LBO, Equities
Education
The University of Chicago 1990 — 1992
MBA
Australian Graduate School of Management 1991 — 1991
Florida State University 1983 — 1986
BS, Accounting
BAM Worldwide April 2013 - Present
Eastland Peak Capital January 2013 - Present
Deutsche Bank Securities July 2010 - December 2012
Garrison Investment Group 2008 - August 2010
Morgan Stanley 2004 - 2008
Banc of America Securities May 1998 - April 2004
UBS 1994 - 1998
JP Morgan August 1992 - February 1994
Skills
Hedge Funds, Capital Markets, Fixed Income, Structured Finance, Securitization, High Yield, Financial Structuring, Alternative Investments, Investment Banking, Private Equity, Credit Derivatives, Structured Products, ABS, Leveraged Finance, Bonds, Emerging Markets, LBO, Equities
Education
The University of Chicago 1990 — 1992
MBA
Australian Graduate School of Management 1991 — 1991
Florida State University 1983 — 1986
BS, Accounting
Wesley McGugin Wesley McGugin's Morgan Stanley Experience March 2004 - January 2006
Job Vice President in Wealth Management at BBVA Compass
Industry Banking
Experience
BBVA Compass January 2012 - Present
BB&T December 2009 - January 2012
Wachovia August 2006 - December 2009
Lenox Financial Mortgage January 2006 - August 2006
Morgan Stanley March 2004 - January 2006
Skills
Loans, Credit, Series 7, Investments, Banking, Commercial Lending, Credit Analysis, Consumer Lending, Retirement Planning, Wealth Management, Small Business Lending, Commercial Banking, Portfolio Management, Mortgage Lending, Retail Banking, Series 63, Underwriting, Financial Analysis, Asset Managment, Strategic Financial..., Financial Advisory
Education
LSU Graduate School of Banking 2012 — 2014
Auburn University 1998 — 2003
B. A, Political Science / Economics
BBVA Compass January 2012 - Present
BB&T December 2009 - January 2012
Wachovia August 2006 - December 2009
Lenox Financial Mortgage January 2006 - August 2006
Morgan Stanley March 2004 - January 2006
Skills
Loans, Credit, Series 7, Investments, Banking, Commercial Lending, Credit Analysis, Consumer Lending, Retirement Planning, Wealth Management, Small Business Lending, Commercial Banking, Portfolio Management, Mortgage Lending, Retail Banking, Series 63, Underwriting, Financial Analysis, Asset Managment, Strategic Financial..., Financial Advisory
Education
LSU Graduate School of Banking 2012 — 2014
Auburn University 1998 — 2003
B. A, Political Science / Economics
Jeremy Weller, CRPC® Jeremy Weller, CRPC®'s Morgan Stanley Experience 2011 - 2014
Job Financial Advisor & Partner at Heritage Financial Partners, Hanson Financial Services
Industry Financial Services
Experience
Heritage Financial Partners Hanson Financial Services 2014 - Present
Morgan Stanley 2011 - 2014
Contractor - Department of State 2008 - 2011
Wachovia Bank 2006 - 2008
United States Marine Corps 1996 - 2004
Skills
Retirement Planning, Series 7, Series 63, Leadership, Investments, Mutual Funds, Retirement, Insurance, Fixed Annuities, Team Building, Wealth Management, Customer Service, Life Insurance, Risk Management, Series 6, Strategic Planning, Term Life Insurance, Microsoft Office, Business Strategy, Process Improvement, Protection, Analysis, Variable Annuities, Asset Allocation, Business Analysis, Project Management, Business Planning, Management, Asset Protection, Small Business, Finance, Military, Security Clearance, Team Leadership, Financial Planning
Education
Ashford University
General Studies
Heritage Financial Partners Hanson Financial Services 2014 - Present
Morgan Stanley 2011 - 2014
Contractor - Department of State 2008 - 2011
Wachovia Bank 2006 - 2008
United States Marine Corps 1996 - 2004
Skills
Retirement Planning, Series 7, Series 63, Leadership, Investments, Mutual Funds, Retirement, Insurance, Fixed Annuities, Team Building, Wealth Management, Customer Service, Life Insurance, Risk Management, Series 6, Strategic Planning, Term Life Insurance, Microsoft Office, Business Strategy, Process Improvement, Protection, Analysis, Variable Annuities, Asset Allocation, Business Analysis, Project Management, Business Planning, Management, Asset Protection, Small Business, Finance, Military, Security Clearance, Team Leadership, Financial Planning
Education
Ashford University
General Studies
Bruce Dutcher Bruce Dutcher's Morgan Stanley Experience January 1987 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 1987 - Present
US Navy Reserve October 1973 - June 1996
Skills
Executive Management, Leadership, Leadership Development, Program Management, Event Planning, Business Development, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Military, Fundraising
Education
Asian Institute of Management 1978 — 1979
Master's degree, Business Administration and Management, General
University of Vermont 1969 — 1973
Bachelor's degree, Geology/Earth Science, General
Sterling School 1967 — 1969
High school, High School/Secondary Diplomas and Certificates
Morgan Stanley January 1987 - Present
US Navy Reserve October 1973 - June 1996
Skills
Executive Management, Leadership, Leadership Development, Program Management, Event Planning, Business Development, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Military, Fundraising
Education
Asian Institute of Management 1978 — 1979
Master's degree, Business Administration and Management, General
University of Vermont 1969 — 1973
Bachelor's degree, Geology/Earth Science, General
Sterling School 1967 — 1969
High school, High School/Secondary Diplomas and Certificates
Tyson Begly's Morgan Stanley Experience November 2008 - May 2010
Job
Industry Financial Services
Experience
Delta Data Software June 2013 - Present
New Capital Partners August 2012 - December 2012
Principal Global Investors June 2012 - August 2012
Delta Data Software January 2011 - July 2011
Diamond Management & Technology Consultants (acquired by PwC) March 2008 - August 2010
Morgan Stanley November 2008 - May 2010
Southwest Airlines April 2008 - August 2008
Accenture June 2003 - February 2008
Sprint Nextel September 2006 - December 2007
EMC February 2006 - July 2006
Skills
Management Consulting, Business Analysis, Strategy, Financial Modeling, Project Management, Corporate Finance, Process Improvement, Business Strategy, Due Diligence, Competitive Analysis, Management, Mergers & Acquisitions, Financial Services, Financial Analysis, Leadership, Business Development, Business Intelligence, Investments, Finance, Private Equity, Equities
Education
Duke University - The Fuqua School of Business 2011 — 2013
MBA, Dean's List
Auburn University 2000 — 2003
BS, Software Engineering, Summa Cum Laude
University of California, Berkeley - School of Law
Certificate in Business Law
Enterprise High School
Valedictorian
Delta Data Software June 2013 - Present
New Capital Partners August 2012 - December 2012
Principal Global Investors June 2012 - August 2012
Delta Data Software January 2011 - July 2011
Diamond Management & Technology Consultants (acquired by PwC) March 2008 - August 2010
Morgan Stanley November 2008 - May 2010
Southwest Airlines April 2008 - August 2008
Accenture June 2003 - February 2008
Sprint Nextel September 2006 - December 2007
EMC February 2006 - July 2006
Skills
Management Consulting, Business Analysis, Strategy, Financial Modeling, Project Management, Corporate Finance, Process Improvement, Business Strategy, Due Diligence, Competitive Analysis, Management, Mergers & Acquisitions, Financial Services, Financial Analysis, Leadership, Business Development, Business Intelligence, Investments, Finance, Private Equity, Equities
Education
Duke University - The Fuqua School of Business 2011 — 2013
MBA, Dean's List
Auburn University 2000 — 2003
BS, Software Engineering, Summa Cum Laude
University of California, Berkeley - School of Law
Certificate in Business Law
Enterprise High School
Valedictorian
Bartosz Bak, CFP® Bartosz Bak, CFP®'s Morgan Stanley Experience January 2014 - Present
Job Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley January 2014 - Present
Merrill Lynch June 2007 - January 2014
Education
Aurora University 2000 — 2004
Finance and Political Science
Morgan Stanley January 2014 - Present
Merrill Lynch June 2007 - January 2014
Education
Aurora University 2000 — 2004
Finance and Political Science
Jennifer Chou, CSW Jennifer Chou, CSW's Morgan Stanley Experience 2001 - 2002
Job Wine Expert, Entrepreneur & Professional Speaker
Industry Executive Office
Experience
The Savvy Grape June 2010 - Present
ReCoup Smart LLC DBA CoupCash May 2013 - January 2015
Boisset Family Estates June 2007 - May 2010
Grape Beginnings November 2003 - June 2007
Paustis Wine Company 2002 - 2003
Morgan Stanley 2001 - 2002
Net Perceptions 2000 - 2001
Skills
Public Speaking, Italian, Spanish, Wine Education, Consultative Selling, Consumer Events, Event Planning, Account Management, Wine, Marketing, Brand Management, Sales, Selling, Wine Tasting, Food, Winemaking, Wineries, Restaurants, Sales Operations, Product Development, Business Development, Brand management, Marketing Strategy, Public Relations, Social Media, Management, Social media
Education
Augsburg College 1995 — 1999
BS, Business & Communication
The Savvy Grape June 2010 - Present
ReCoup Smart LLC DBA CoupCash May 2013 - January 2015
Boisset Family Estates June 2007 - May 2010
Grape Beginnings November 2003 - June 2007
Paustis Wine Company 2002 - 2003
Morgan Stanley 2001 - 2002
Net Perceptions 2000 - 2001
Skills
Public Speaking, Italian, Spanish, Wine Education, Consultative Selling, Consumer Events, Event Planning, Account Management, Wine, Marketing, Brand Management, Sales, Selling, Wine Tasting, Food, Winemaking, Wineries, Restaurants, Sales Operations, Product Development, Business Development, Brand management, Marketing Strategy, Public Relations, Social Media, Management, Social media
Education
Augsburg College 1995 — 1999
BS, Business & Communication
Ray Thaler Ray Thaler's Morgan Stanley Experience June 2012 - August 2012
Job Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company September 2013 - Present
Trident Capital June 2013 - September 2013
Morgan Stanley June 2012 - August 2012
United States Air Force July 2000 - July 2011
Skills
Air Force, Piloting, Leadership, Mergers & Acquisitions, Operational Planning, Security Clearance, Mobile Devices, Nonprofits, Public Speaking, Defense, Strategy, Finance, Social Media Marketing, Team Building, Risk Management, Venture Capital, Equity Valuation, Recruiting, public spea, Media Relations, Microfinance, Brand Development, Career Development, Data Analysis, Financial Modeling, Management Consulting
Education
Stanford Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Auburn University
Bachelor of Engineering
Bain & Company September 2013 - Present
Trident Capital June 2013 - September 2013
Morgan Stanley June 2012 - August 2012
United States Air Force July 2000 - July 2011
Skills
Air Force, Piloting, Leadership, Mergers & Acquisitions, Operational Planning, Security Clearance, Mobile Devices, Nonprofits, Public Speaking, Defense, Strategy, Finance, Social Media Marketing, Team Building, Risk Management, Venture Capital, Equity Valuation, Recruiting, public spea, Media Relations, Microfinance, Brand Development, Career Development, Data Analysis, Financial Modeling, Management Consulting
Education
Stanford Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.)
Auburn University
Bachelor of Engineering
Charles J. Brock II Charles J. Brock II's Morgan Stanley Experience November 2001 - January 2009
Job Managing Partner, Grace Capital Management Group
Industry Investment Management
Experience
Grace Capital Management Group February 2013 - Present
Grace Advisory Group November 2011 - February 2013
Retired January 2009 - November 2011
Morgan Stanley November 2001 - January 2009
Merrill Lynch October 1998 - November 2001
Prudential Financial October 1993 - October 1998
Alcoa September 1988 - October 1993
US Army June 1982 - September 1988
Skills
Finance, Mutual Funds, Portfolio Management, Securities, Investments, Equities, Asset Management, Hedge Funds, Wealth Management, Fixed Income, Retirement Planning, Insurance, Wealth Management..., Financial Risk, Retirement, Small Business, Strategic Planning, Financial Planning
Education
Ashford University
Florida Institute of Technology
The University of Texas at Arlington
Grace Capital Management Group February 2013 - Present
Grace Advisory Group November 2011 - February 2013
Retired January 2009 - November 2011
Morgan Stanley November 2001 - January 2009
Merrill Lynch October 1998 - November 2001
Prudential Financial October 1993 - October 1998
Alcoa September 1988 - October 1993
US Army June 1982 - September 1988
Skills
Finance, Mutual Funds, Portfolio Management, Securities, Investments, Equities, Asset Management, Hedge Funds, Wealth Management, Fixed Income, Retirement Planning, Insurance, Wealth Management..., Financial Risk, Retirement, Small Business, Strategic Planning, Financial Planning
Education
Ashford University
Florida Institute of Technology
The University of Texas at Arlington
Francie (Burdell) Satterfield Francie (Burdell) Satterfield's Morgan Stanley Experience 2012 - 2013
Job Certified Health Coach
Industry Health, Wellness and Fitness
Experience
Morgan Stanley 2012 - 2013
Republic Services Inc 2011 - 2012
Waste Industries 2009 - 2011
The Tapestry Group 2007 - 2008
Allied Waste 2000 - 2005
Waste Management 1996 - 1999
Skills
Sales Operations, Finance, Strategic Planning, New Business Development, Contract Negotiation, Business Development, Financial Analysis, Customer Service, Budgets, Account Management, Team Building, Leadership, Sales Management, Cold Calling, CRM, Market Planning, Insurance, Management, Public Speaking
Education
Institute for Integrative Nutrition 2013 — 2014
Certificate in Health Coaching
Georgia Regents University 1990 — 1992
Post-baccalaureate sciences, Biology, Inorganic and Organic Chemistry, Physics - 67 hours
The College of William and Mary 1984 — 1988
B.A., History
Morgan Stanley 2012 - 2013
Republic Services Inc 2011 - 2012
Waste Industries 2009 - 2011
The Tapestry Group 2007 - 2008
Allied Waste 2000 - 2005
Waste Management 1996 - 1999
Skills
Sales Operations, Finance, Strategic Planning, New Business Development, Contract Negotiation, Business Development, Financial Analysis, Customer Service, Budgets, Account Management, Team Building, Leadership, Sales Management, Cold Calling, CRM, Market Planning, Insurance, Management, Public Speaking
Education
Institute for Integrative Nutrition 2013 — 2014
Certificate in Health Coaching
Georgia Regents University 1990 — 1992
Post-baccalaureate sciences, Biology, Inorganic and Organic Chemistry, Physics - 67 hours
The College of William and Mary 1984 — 1988
B.A., History
Christopher Selman's Morgan Stanley Experience August 2007 - September 2008
Job Attorney at Bradley Arant Boult Cummings LLP
Industry Law Practice
Experience
Bradley Arant Boult Cummings LLP September 2012 - Present
Auburn University September 2008 - April 2009
Morgan Stanley August 2007 - September 2008
Skills
Westlaw, Legal Research, Litigation, Legal Writing, Civil Litigation, Commercial Litigation, Courts, Arbitration, Construction Law, Product Liability, Trials
Education
University of South Carolina School of Law 2009 — 2012
Auburn University
Finance, General
Bradley Arant Boult Cummings LLP September 2012 - Present
Auburn University September 2008 - April 2009
Morgan Stanley August 2007 - September 2008
Skills
Westlaw, Legal Research, Litigation, Legal Writing, Civil Litigation, Commercial Litigation, Courts, Arbitration, Construction Law, Product Liability, Trials
Education
University of South Carolina School of Law 2009 — 2012
Auburn University
Finance, General
Kowsik Krishnan's Morgan Stanley Experience February 2015 - Present
Job Technical Analyst at Morgan Stanley One of the worlds top investment banks
Industry Information Technology and Services
Experience
Morgan Stanley February 2015 - Present
Walmart May 2014 - August 2014
The University of Arizona December 2013 - May 2014
Cisco Systems November 2010 - July 2013
DRDO, Bangalore December 2009 - May 2010
Skills
Java, Agile Methodologies, Drupal, Spotfire, MS Project, C, Set Top Box, Embedded Software, Tableau, Shell Scripting, Computer Gaming, GNU Debugger, Novels, French, Spanish, Salsa, Data Structures, HTML 5, Embedded Systems, Web Development, Flash, Oracle SQL Developer, Eclipse, SQL, C++, HTML, Microsoft Excel, JavaScript, Microsoft Office, Data Analysis, Programming, Databases, Visio, Management
Education
University of Arizona, Eller College of Management 2013 — 2014
Management Information Systems (MIS), Management Information Systems, General
BMS College of Engineering, Bangalore 2006 — 2010
Bachelor of Engineering (B.E.), Information Technology
Visvesvaraya Technological University 2006 — 2010
Bachelor of Engineering, Information Systems
B P Indian Public School
Morgan Stanley February 2015 - Present
Walmart May 2014 - August 2014
The University of Arizona December 2013 - May 2014
Cisco Systems November 2010 - July 2013
DRDO, Bangalore December 2009 - May 2010
Skills
Java, Agile Methodologies, Drupal, Spotfire, MS Project, C, Set Top Box, Embedded Software, Tableau, Shell Scripting, Computer Gaming, GNU Debugger, Novels, French, Spanish, Salsa, Data Structures, HTML 5, Embedded Systems, Web Development, Flash, Oracle SQL Developer, Eclipse, SQL, C++, HTML, Microsoft Excel, JavaScript, Microsoft Office, Data Analysis, Programming, Databases, Visio, Management
Education
University of Arizona, Eller College of Management 2013 — 2014
Management Information Systems (MIS), Management Information Systems, General
BMS College of Engineering, Bangalore 2006 — 2010
Bachelor of Engineering (B.E.), Information Technology
Visvesvaraya Technological University 2006 — 2010
Bachelor of Engineering, Information Systems
B P Indian Public School
April Duhigg, CFP® April Duhigg, CFP®'s Morgan Stanley Experience September 2010 - June 2011
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard August 2015 - Present
Vanguard July 2011 - August 2015
Morgan Stanley September 2010 - June 2011
Wachovia, A Wells Fargo Company 2007 - 2010
Wachovia, A Wells Fargo Company November 2001 - February 2007
Wachovia, A Wells Fargo Company January 1999 - October 2001
Wachovia, A Wells Fargo Company April 1996 - December 1998
Skills
Portfolio Management, Banking, Relationship Management, Sales, Investments, FINRA, Securities, Finance, Private Banking, Leadership, Mortgage Lending, Loans, Team Building, Financial Advisory, Series 7
Education
Auburn University 1992 — 1996
BA, Communications
Vanguard August 2015 - Present
Vanguard July 2011 - August 2015
Morgan Stanley September 2010 - June 2011
Wachovia, A Wells Fargo Company 2007 - 2010
Wachovia, A Wells Fargo Company November 2001 - February 2007
Wachovia, A Wells Fargo Company January 1999 - October 2001
Wachovia, A Wells Fargo Company April 1996 - December 1998
Skills
Portfolio Management, Banking, Relationship Management, Sales, Investments, FINRA, Securities, Finance, Private Banking, Leadership, Mortgage Lending, Loans, Team Building, Financial Advisory, Series 7
Education
Auburn University 1992 — 1996
BA, Communications
Penton Cook Penton Cook's Morgan Stanley Experience May 1992 - August 2004
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. November 2014 - Present
Harbor Financial Services June 2007 - November 2014
Raymond James Financial Inc. August 2004 - June 2007
Morgan Stanley May 1992 - August 2004
J C Bradford and Company February 1988 - May 1992
E F Hutton & Company October 1980 - February 1988
Skills
Variable Annuities, Mutual Funds, Rollovers, Managed Money, Qualified Retirement..., Long Term Care Insurance, Disability Insurance, Health Insurance, Fixed Annuities, Tax Advantaged..., Investments, Life Insurance, Stocks, Bonds
Education
Auburn University
Master of Business Administration (M.B.A.), Bachelor of Science (B.S.), Finance
Raymond James Financial Inc. November 2014 - Present
Harbor Financial Services June 2007 - November 2014
Raymond James Financial Inc. August 2004 - June 2007
Morgan Stanley May 1992 - August 2004
J C Bradford and Company February 1988 - May 1992
E F Hutton & Company October 1980 - February 1988
Skills
Variable Annuities, Mutual Funds, Rollovers, Managed Money, Qualified Retirement..., Long Term Care Insurance, Disability Insurance, Health Insurance, Fixed Annuities, Tax Advantaged..., Investments, Life Insurance, Stocks, Bonds
Education
Auburn University
Master of Business Administration (M.B.A.), Bachelor of Science (B.S.), Finance
Elizabeth A. Calderone Elizabeth A. Calderone's Morgan Stanley Experience March 1989 - March 1993
Job Director at Borough of Woodcliff Lake, Parks and Recreation
Industry Recreational Facilities and Services
Experience
Borough of Woodcliff Lake, Parks and Recreation Director January 2015 - Present
ÊÖS Consulting LLC August 2009 - December 2014
M. C. Medical Group March 2012 - October 2014
ITG March 1997 - October 2007
Schroders June 1993 - March 1997
Morgan Stanley March 1989 - March 1993
Skills
Human Resources, Small Business, Healthcare, Advertising, Web Design, Marketing, Strategic Planning, Marketing Strategy, Online Advertising, Management, Digital Marketing, Sales, Leadership, Finance, Analysis, Team Building, New Business Development, Event Planning, Training, Social Media, Budgets, Sales Management, Microsoft Office, Customer Service, Strategy
Education
NJPMA
CPO, Pool & Spa Operations
Cornell University
Advance Certificate in Strategic Human Resources, Human Resources Management and Services
Ashworth College
Associate of Science (A.S.), Human Resources Management/Personnel Administration, General
Ashworth College
Diploma, Professional Small Business Management
Hendon College - United Kingdom
Bachelor's degree, Business Administration and Management, General
Borough of Woodcliff Lake, Parks and Recreation Director January 2015 - Present
ÊÖS Consulting LLC August 2009 - December 2014
M. C. Medical Group March 2012 - October 2014
ITG March 1997 - October 2007
Schroders June 1993 - March 1997
Morgan Stanley March 1989 - March 1993
Skills
Human Resources, Small Business, Healthcare, Advertising, Web Design, Marketing, Strategic Planning, Marketing Strategy, Online Advertising, Management, Digital Marketing, Sales, Leadership, Finance, Analysis, Team Building, New Business Development, Event Planning, Training, Social Media, Budgets, Sales Management, Microsoft Office, Customer Service, Strategy
Education
NJPMA
CPO, Pool & Spa Operations
Cornell University
Advance Certificate in Strategic Human Resources, Human Resources Management and Services
Ashworth College
Associate of Science (A.S.), Human Resources Management/Personnel Administration, General
Ashworth College
Diploma, Professional Small Business Management
Hendon College - United Kingdom
Bachelor's degree, Business Administration and Management, General
Jordan Radovan's Morgan Stanley Experience March 2015 - Present
Job Graduate Student at Fordham University
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Fordham University August 2014 - Present
First Gen Corporation March 2012 - June 2014
COL Financial Group January 2011 - January 2012
Skills
Finance, Business Strategy, Analysis, Portfolio Management, Trading, Financial Modeling, Equities, Valuation, Strategy, Management, Investments, Corporate Finance, Due Diligence, Financial Analysis, Mergers, Microsoft Excel, Project Management
Education
Ateneo de Manila University 2006 — 2010
BS Management Engineering, Finance
Morgan Stanley March 2015 - Present
Fordham University August 2014 - Present
First Gen Corporation March 2012 - June 2014
COL Financial Group January 2011 - January 2012
Skills
Finance, Business Strategy, Analysis, Portfolio Management, Trading, Financial Modeling, Equities, Valuation, Strategy, Management, Investments, Corporate Finance, Due Diligence, Financial Analysis, Mergers, Microsoft Excel, Project Management
Education
Ateneo de Manila University 2006 — 2010
BS Management Engineering, Finance
Crystal Barela, CAMS Crystal Barela, CAMS's Morgan Stanley Experience July 2015 - Present
Job Global AML Quality Assurance
Industry Banking
Experience
Morgan Stanley July 2015 - Present
JPMorgan Chase February 2012 - July 2015
BBVA Compass May 2006 - February 2012
BB&T June 2002 - May 2006
Skills
Banking, AML, Loans, Westlaw, Risk Management, Bank Secrecy Act, LexisNexis, Legal Compliance, KYC, Fraud, Due Diligence, Investigation, Legal Writing, OFAC, Legal Research, Analysis, USA PATRIOT Act, Operational Risk..., Anti Money Laundering, Criminology, Credit Cards, Qualitative Research, Internal Audit, Consumer Lending, Branch Management, Fraud Detection, Retail Banking
Education
University of Houston 2013 — 2016
Master of Science (MS), Criminology
Austin Peay State University 2004 — 2006
B.S, Criminal Justice, Homeland Security
Morgan Stanley July 2015 - Present
JPMorgan Chase February 2012 - July 2015
BBVA Compass May 2006 - February 2012
BB&T June 2002 - May 2006
Skills
Banking, AML, Loans, Westlaw, Risk Management, Bank Secrecy Act, LexisNexis, Legal Compliance, KYC, Fraud, Due Diligence, Investigation, Legal Writing, OFAC, Legal Research, Analysis, USA PATRIOT Act, Operational Risk..., Anti Money Laundering, Criminology, Credit Cards, Qualitative Research, Internal Audit, Consumer Lending, Branch Management, Fraud Detection, Retail Banking
Education
University of Houston 2013 — 2016
Master of Science (MS), Criminology
Austin Peay State University 2004 — 2006
B.S, Criminal Justice, Homeland Security
Geoffrey Tulloch Geoffrey Tulloch's Morgan Stanley Experience 1989 - 1998
Job Chef Instructor at Food & Finance High School
Industry Food Production
Experience
Food & Finance High School September 2009 - Present
Geoffrey Emerson Events 2000 - 2014
Morgan Stanley 1989 - 1998
Skills
Food Safety, HACCP, Culinary Skills, Menu Development, Cooking, Food & Beverage, Ingredients, Food Industry, Food, Food Service, Sauces, Restaurants, Pastry, Sanitation, Recipes, Food Quality
Education
Ashford University
Educational Psychology
The Art Institute of New York City, NYU, Ashford University
Culinary Arts/Restaurant Management
Food & Finance High School September 2009 - Present
Geoffrey Emerson Events 2000 - 2014
Morgan Stanley 1989 - 1998
Skills
Food Safety, HACCP, Culinary Skills, Menu Development, Cooking, Food & Beverage, Ingredients, Food Industry, Food, Food Service, Sauces, Restaurants, Pastry, Sanitation, Recipes, Food Quality
Education
Ashford University
Educational Psychology
The Art Institute of New York City, NYU, Ashford University
Culinary Arts/Restaurant Management
James Crist's Morgan Stanley Experience January 2013 - February 2015
Job Intermediate securities specialist at Citi Group
Industry Financial Services
Experience
Citi February 2015 - Present
Morgan Stanley January 2013 - February 2015
McCoy Landscape Services May 2010 - December 2012
Skills
Management, Accounts Receivable, Operating Budgets, Schedules, Project Bidding, Customer relations, Web Support, Banking, Call Centers, Finance, Access, Risk Management, Business, Credit, Time Management, Cash Management, Deposits, Mutual Funds, Account Reconciliation, Financial Analysis, Analysis, Relationship Management, Securities, Credit Analysis, Financial Markets, Retail Banking, Financial Reporting, Business Analysis, Accounting, Wealth Management, Payments, Customer Service, Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, Financial Services, Process Improvement, PowerPoint, Team Leadership, Investments, Equities, Data Analysis, Project Management, Research
Education
Ashford University 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
The Ohio State University 1998 — 2000
Criminology
Ohio University
Master of Business Administration (M.B.A.), Finance, General
Citi February 2015 - Present
Morgan Stanley January 2013 - February 2015
McCoy Landscape Services May 2010 - December 2012
Skills
Management, Accounts Receivable, Operating Budgets, Schedules, Project Bidding, Customer relations, Web Support, Banking, Call Centers, Finance, Access, Risk Management, Business, Credit, Time Management, Cash Management, Deposits, Mutual Funds, Account Reconciliation, Financial Analysis, Analysis, Relationship Management, Securities, Credit Analysis, Financial Markets, Retail Banking, Financial Reporting, Business Analysis, Accounting, Wealth Management, Payments, Customer Service, Microsoft Excel, Leadership, Microsoft Office, Microsoft Word, Financial Services, Process Improvement, PowerPoint, Team Leadership, Investments, Equities, Data Analysis, Project Management, Research
Education
Ashford University 2008 — 2011
Bachelor of Science (BS), Business Administration and Management, General
The Ohio State University 1998 — 2000
Criminology
Ohio University
Master of Business Administration (M.B.A.), Finance, General
Blake Sloan's Morgan Stanley Experience August 2014 - Present
Job Associate Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
UBS Financial Services, Inc. March 2009 - August 2014
Wachovia Securities, LLC October 2006 - March 2009
Zimmer Orthopaedics June 2003 - September 2006
Montgomery Bell Academy June 2002 - June 2003
Education
Auburn University 1999 — 2002
United States Military Academy at West Point 1998 — 1999
Montgomery Bell Academy 1992 — 1998
Morgan Stanley August 2014 - Present
UBS Financial Services, Inc. March 2009 - August 2014
Wachovia Securities, LLC October 2006 - March 2009
Zimmer Orthopaedics June 2003 - September 2006
Montgomery Bell Academy June 2002 - June 2003
Education
Auburn University 1999 — 2002
United States Military Academy at West Point 1998 — 1999
Montgomery Bell Academy 1992 — 1998
Darryl McCormick Darryl McCormick's Morgan Stanley Experience December 1990 - April 1995
Job Assistant Branch Manager at Charter One Bank
Industry Marketing and Advertising
Experience
Charter One Bank March 2013 - Present
MobilExpectation, LLC February 2010 - Present
Colorado Technical University September 2011 - December 2012
Sears Home Improvement Products May 2011 - June 2011
Citizens Financial Bank December 2007 - January 2010
The Home Depot August 2001 - December 2007
Charles Schwab November 1996 - September 2000
First Chicago November 1995 - November 1996
Morgan Stanley December 1990 - April 1995
Skills
Team Building, Retail, Customer Relations, Coaching, Sales Management, Banking, Budgeting, Hiring, Strategic Planning, Performance Management, Operations Management, Microsoft Office, Compliance, Excel, Customer Service, Business Strategy, Problem Solving, Talent Acquisition, Business Management, Team Leadership, Contract Management, Corporate Finance, Account Management, Inventory Management, Public Speaking, P&L, Insurance, Vendor Management, PowerPoint, Customer Satisfaction, Mentoring, Financial Reporting, Investments, Fundraising, Project Management, Sales, Balance Sheet, Accounts Payable, Accounts Receivable, MS Project, Admissions, Admissions Counseling, Student Financial Aid, Microsoft Excel, Management, Budgets, Cross-functional Team..., Selling, Marketing Strategy, Program Management
Education
Augustana College 1987 — 1989
BA of Arts, Finance/Marketing
Boston University
Project Management, Project Management Certifications
Lincoln Way High School
Charter One Bank March 2013 - Present
MobilExpectation, LLC February 2010 - Present
Colorado Technical University September 2011 - December 2012
Sears Home Improvement Products May 2011 - June 2011
Citizens Financial Bank December 2007 - January 2010
The Home Depot August 2001 - December 2007
Charles Schwab November 1996 - September 2000
First Chicago November 1995 - November 1996
Morgan Stanley December 1990 - April 1995
Skills
Team Building, Retail, Customer Relations, Coaching, Sales Management, Banking, Budgeting, Hiring, Strategic Planning, Performance Management, Operations Management, Microsoft Office, Compliance, Excel, Customer Service, Business Strategy, Problem Solving, Talent Acquisition, Business Management, Team Leadership, Contract Management, Corporate Finance, Account Management, Inventory Management, Public Speaking, P&L, Insurance, Vendor Management, PowerPoint, Customer Satisfaction, Mentoring, Financial Reporting, Investments, Fundraising, Project Management, Sales, Balance Sheet, Accounts Payable, Accounts Receivable, MS Project, Admissions, Admissions Counseling, Student Financial Aid, Microsoft Excel, Management, Budgets, Cross-functional Team..., Selling, Marketing Strategy, Program Management
Education
Augustana College 1987 — 1989
BA of Arts, Finance/Marketing
Boston University
Project Management, Project Management Certifications
Lincoln Way High School
Laura Arocha, AIF® Laura Arocha, AIF®'s Morgan Stanley Experience 1999 - 2001
Job Marketing at 401kDIRECT
Industry Financial Services
Experience
401kDIRECT January 2008 - Present
Morgan Stanley 1999 - 2001
ADP January 1997 - 1999
ADP August 1994 - 1997
Skills
401k, Retirement, Pensions, Retirement Planning, Mutual Funds, Asset Allocation, Investments, Strategic Financial..., Email Marketing, Succession Planning, WordPress, Salesforce.com
Education
California State University-Fullerton - College of Business and Economics 1991 — 1993
Bachelor of Arts, Marketing
Azusa Pacific University 1989 — 1991
401kDIRECT January 2008 - Present
Morgan Stanley 1999 - 2001
ADP January 1997 - 1999
ADP August 1994 - 1997
Skills
401k, Retirement, Pensions, Retirement Planning, Mutual Funds, Asset Allocation, Investments, Strategic Financial..., Email Marketing, Succession Planning, WordPress, Salesforce.com
Education
California State University-Fullerton - College of Business and Economics 1991 — 1993
Bachelor of Arts, Marketing
Azusa Pacific University 1989 — 1991
Rosemary Lopez-Gonzalez Rosemary Lopez-Gonzalez's Morgan Stanley Experience September 2015 - Present
Job Senior Executive Assistant at Morgan Stanley
Industry Banking
Experience
Morgan Stanley September 2015 - Present
BNY Mellon January 2005 - September 2015
The Bank of New York 2005 - 2009
Reuters February 1999 - November 2002
Hearst Magazines January 1996 - January 1999
American Express January 1990 - January 1996
Skills
Expense Management, Lotus Notes, Expense Reports, Travel Arrangements, Calendaring, Spreadsheets, High Level Of..., Trading Floor, Expenses, Diary Management, Project Planning, Project Management, Project Coordination, Management, Confidentiality, Concur, Access, PowerPoint, Banking, Customer Service, Microsoft Excel, Outlook, Risk Management, Process Improvement, Administration, Time Management
Education
Ashford University 2010 — 2012
Bachelor's Degree,, Organizational Management
Morgan Stanley September 2015 - Present
BNY Mellon January 2005 - September 2015
The Bank of New York 2005 - 2009
Reuters February 1999 - November 2002
Hearst Magazines January 1996 - January 1999
American Express January 1990 - January 1996
Skills
Expense Management, Lotus Notes, Expense Reports, Travel Arrangements, Calendaring, Spreadsheets, High Level Of..., Trading Floor, Expenses, Diary Management, Project Planning, Project Management, Project Coordination, Management, Confidentiality, Concur, Access, PowerPoint, Banking, Customer Service, Microsoft Excel, Outlook, Risk Management, Process Improvement, Administration, Time Management
Education
Ashford University 2010 — 2012
Bachelor's Degree,, Organizational Management
Sireka Melton's Morgan Stanley Experience October 2009 - September 2011
Job Branch Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2015 - Present
BB&T April 2012 - June 2015
Merrill Lynch September 2011 - April 2012
Morgan Stanley October 2009 - September 2011
GE, Consumer & Industrial 2002 - 2008
Skills
Management, Leadership, Customer Service, Finance, Strategic Planning, Banking, Process Improvement, Sales, Financial Analysis, Loans
Education
University of Louisville 2002 — 2004
MBA, Business
Auburn University 1995 — 1999
B.A., Public Relations
Auburn High School
TD Ameritrade July 2015 - Present
BB&T April 2012 - June 2015
Merrill Lynch September 2011 - April 2012
Morgan Stanley October 2009 - September 2011
GE, Consumer & Industrial 2002 - 2008
Skills
Management, Leadership, Customer Service, Finance, Strategic Planning, Banking, Process Improvement, Sales, Financial Analysis, Loans
Education
University of Louisville 2002 — 2004
MBA, Business
Auburn University 1995 — 1999
B.A., Public Relations
Auburn High School
Elizabeth Chaplin Elizabeth Chaplin's Morgan Stanley Experience June 2010 - July 2012
Job Assistant Event Coordinator at WOW Factor Marketing Group
Industry Marketing and Advertising
Experience
WOW Factor Marketing Group June 2015 - Present
MKG - The Experiential Marketing Agency May 2014 - August 2014
WP Productions Inc. June 2013 - July 2013
Morgan Stanley June 2010 - July 2012
Southern Wine and Spirits of America June 2009 - July 2009
Skills
Marketing, Social Media, Creative Problem Solving, Marketing Event Planning, Project Management, Market Research, Event Production, Experiential Marketing, Marketing Strategy, Brand Development, Strategic Planning, Entrepreneurship, Product Development, Start-ups, Business Strategy, Advertising, Teamwork
Education
Duke University 2012 — 2015
B.A. Psychology, Markets and Management Certificate
The London School of Economics and Political Science (LSE) 2013 — 2013
Marketing Certificate
Babson College 2011 — 2012
WOW Factor Marketing Group June 2015 - Present
MKG - The Experiential Marketing Agency May 2014 - August 2014
WP Productions Inc. June 2013 - July 2013
Morgan Stanley June 2010 - July 2012
Southern Wine and Spirits of America June 2009 - July 2009
Skills
Marketing, Social Media, Creative Problem Solving, Marketing Event Planning, Project Management, Market Research, Event Production, Experiential Marketing, Marketing Strategy, Brand Development, Strategic Planning, Entrepreneurship, Product Development, Start-ups, Business Strategy, Advertising, Teamwork
Education
Duke University 2012 — 2015
B.A. Psychology, Markets and Management Certificate
The London School of Economics and Political Science (LSE) 2013 — 2013
Marketing Certificate
Babson College 2011 — 2012
Lindsey McCarn Jordan Lindsey McCarn Jordan's Morgan Stanley Experience February 2004 - July 2004
Job Mortgage Production Supervisor at Navy Federal Credit Union
Industry Banking
Experience
Navy Federal Credit Union June 2008 - Present
Navy Federal Credit Union April 2006 - May 2008
AXA February 2005 - January 2006
Morgan Stanley February 2004 - July 2004
O'Sullivan Creel, LLP January 2002 - May 2003
Skills
Strategic Financial..., Accounting, Financial Accounting, Account Reconciliation, Tax, General Ledger, Internal Controls, Accounts Payable, Budgets, Financial Analysis, Forecasting, Income Tax, Financial Reporting, Corporate Tax, Microsoft Excel, Financial Planners, Banking, Credit, Cash Management, Mortgage Lending, Mortgage Banking, Loan Origination, Investments, Financial Statements, Residential Mortgages, VA loans, Insurance, Refinance, Retirement Planning, Credit Analysis, Credit Unions
Education
Auburn University 1998 — 2001
Bachelors, Accounting
Jefferson Davis Community College 1997 — 1998
T R Miller High 1993 — 1997
Navy Federal Credit Union June 2008 - Present
Navy Federal Credit Union April 2006 - May 2008
AXA February 2005 - January 2006
Morgan Stanley February 2004 - July 2004
O'Sullivan Creel, LLP January 2002 - May 2003
Skills
Strategic Financial..., Accounting, Financial Accounting, Account Reconciliation, Tax, General Ledger, Internal Controls, Accounts Payable, Budgets, Financial Analysis, Forecasting, Income Tax, Financial Reporting, Corporate Tax, Microsoft Excel, Financial Planners, Banking, Credit, Cash Management, Mortgage Lending, Mortgage Banking, Loan Origination, Investments, Financial Statements, Residential Mortgages, VA loans, Insurance, Refinance, Retirement Planning, Credit Analysis, Credit Unions
Education
Auburn University 1998 — 2001
Bachelors, Accounting
Jefferson Davis Community College 1997 — 1998
T R Miller High 1993 — 1997
Erik Syverson, CFP® Erik Syverson, CFP®'s Morgan Stanley Experience May 1999 - May 2008
Job Branch Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. May 2008 - Present
Morgan Stanley May 1999 - May 2008
Skills
Asset Allocation
Education
Augustana College (SD) 1995 — 1999
Business Administration
UBS Financial Services, Inc. May 2008 - Present
Morgan Stanley May 1999 - May 2008
Skills
Asset Allocation
Education
Augustana College (SD) 1995 — 1999
Business Administration
Ty Erb Ty Erb's Morgan Stanley Experience June 2005 - May 2006
Job Sr Finanical Sales Advisor II at BBVA Compass
Industry Banking
Experience
BBVA Compass October 2012 - Present
BBVA Compass October 2010 - October 2012
New England Financial May 2006 - January 2010
Morgan Stanley June 2005 - May 2006
Regions Financial Corporation 2001 - 2004
Regions Financial Corporation 2001 - 2004
Skills
Mortgage Lending, Banking, Investments, Insurance, Commercial Lending, Small Business Lending, Life Insurance, Fixed Annuities, Mutual Funds, Loans, Credit, Consumer Lending, Series 7, Retirement Planning, Finance, Customer Service
Education
Auburn University at Montgomery 1995 — 2000
Bachelor of Science Business Administration (B.S.B.A), Business Management
BBVA Compass October 2012 - Present
BBVA Compass October 2010 - October 2012
New England Financial May 2006 - January 2010
Morgan Stanley June 2005 - May 2006
Regions Financial Corporation 2001 - 2004
Regions Financial Corporation 2001 - 2004
Skills
Mortgage Lending, Banking, Investments, Insurance, Commercial Lending, Small Business Lending, Life Insurance, Fixed Annuities, Mutual Funds, Loans, Credit, Consumer Lending, Series 7, Retirement Planning, Finance, Customer Service
Education
Auburn University at Montgomery 1995 — 2000
Bachelor of Science Business Administration (B.S.B.A), Business Management
Tina Kaczmarzewski Tina Kaczmarzewski's Morgan Stanley Experience August 1999 - June 2001
Job Executive Assistant at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2008 - Present
LaSalle Bank June 2001 - January 2008
Morgan Stanley August 1999 - June 2001
Skills
Outlook
Education
Ashford University
Bachelar of Arts, Political Science and Government
Purdue University Calumet
Bachelar of Arts, Political Science and Government
JPMorgan Chase January 2008 - Present
LaSalle Bank June 2001 - January 2008
Morgan Stanley August 1999 - June 2001
Skills
Outlook
Education
Ashford University
Bachelar of Arts, Political Science and Government
Purdue University Calumet
Bachelar of Arts, Political Science and Government
Michael C. Cino Michael C. Cino's Morgan Stanley Experience 2000 - 2001
Job EMT looking in ocean Monmouth counties for ambulance companies state and municipal EMS opportunity
Industry Hospital & Health Care
Experience
Tricare Medical Transportation May 2015 - Present
Searching for a new career opportunity in healthcare October 2014 - Present
Cino and Zimbardo Consulting July 2011 - Present
Paragon Payroll, Inc. January 2014 - October 2014
Newport Capital Group October 2010 - July 2011
ADP December 2008 - October 2010
ADP January 2005 - December 2008
ADP January 2003 - January 2005
ADP December 2001 - January 2003
Morgan Stanley 2000 - 2001
Skills
401k, Consultative Selling, Employee Benefits, Selling, Human Resources, Sales Process, Payroll, Benefits Administration, Small Business, Time Management, CRM, Sales, Marketing, New Business Development, Strategic Planning, Sales Operations, Customer Service, Talent Acquisition, Management, Training, Leadership, Team Building, Recruiting, Business Development
Education
William Paterson University 1991 — 1995
ACCOUNTING AND COMPUTER SCIENCE
Brick township 1987 — 1991
HS DIPLOMA, COLLEGE PREP
Union high school 1987 — 1991
HS Diploma, College prep
Atlantic Cape Community College
Emergency Medical Technician Training
Tricare Medical Transportation May 2015 - Present
Searching for a new career opportunity in healthcare October 2014 - Present
Cino and Zimbardo Consulting July 2011 - Present
Paragon Payroll, Inc. January 2014 - October 2014
Newport Capital Group October 2010 - July 2011
ADP December 2008 - October 2010
ADP January 2005 - December 2008
ADP January 2003 - January 2005
ADP December 2001 - January 2003
Morgan Stanley 2000 - 2001
Skills
401k, Consultative Selling, Employee Benefits, Selling, Human Resources, Sales Process, Payroll, Benefits Administration, Small Business, Time Management, CRM, Sales, Marketing, New Business Development, Strategic Planning, Sales Operations, Customer Service, Talent Acquisition, Management, Training, Leadership, Team Building, Recruiting, Business Development
Education
William Paterson University 1991 — 1995
ACCOUNTING AND COMPUTER SCIENCE
Brick township 1987 — 1991
HS DIPLOMA, COLLEGE PREP
Union high school 1987 — 1991
HS Diploma, College prep
Atlantic Cape Community College
Emergency Medical Technician Training
Dan Boyum's Morgan Stanley Experience October 1998 - March 2002
Job Vice President Development at KWB LLC KWB Hotel Partners
Industry Hospitality
Experience
KWB LLC - KWB Hotel Partners April 2014 - Present
Summit Hotel Properties, Inc. October 2008 - April 2014
Morgan Stanley October 1998 - March 2002
PAM Natural Gas October 1996 - October 1998
Dain Bosworth (RBC Dain Rauscher) August 1992 - October 1996
Education
Augustana University (SD) 1987 — 1992
Business Communications
Minnesota State University, Mankato 1983 — 1983
Business
KWB LLC - KWB Hotel Partners April 2014 - Present
Summit Hotel Properties, Inc. October 2008 - April 2014
Morgan Stanley October 1998 - March 2002
PAM Natural Gas October 1996 - October 1998
Dain Bosworth (RBC Dain Rauscher) August 1992 - October 1996
Education
Augustana University (SD) 1987 — 1992
Business Communications
Minnesota State University, Mankato 1983 — 1983
Business
Elizabeth M. Kieras, MBA Elizabeth M. Kieras, MBA's Morgan Stanley Experience March 2002 - May 2005
Job Director of Finance & Business Development at The Center For Therapeutic Angiogenesis
Industry Medical Practice
Experience
Center For Therapeutic Angiogenesis May 2008 - May 2015
ProEquities, Inc. May 2005 - March 2006
Morgan Stanley March 2002 - May 2005
Ameriprise Financial Services, Inc. July 2000 - October 2001
Skills
Business Development, Healthcare, Strategic Planning, Leadership, Management, Finance, Financial Analysis, Clinical Research, Clinical Trials, Research
Education
University of Alabama, Manderson Graduate School of Business 2005 — 2006
MBA
Auburn University 1996 — 2000
BS, Finance
Center For Therapeutic Angiogenesis May 2008 - May 2015
ProEquities, Inc. May 2005 - March 2006
Morgan Stanley March 2002 - May 2005
Ameriprise Financial Services, Inc. July 2000 - October 2001
Skills
Business Development, Healthcare, Strategic Planning, Leadership, Management, Finance, Financial Analysis, Clinical Research, Clinical Trials, Research
Education
University of Alabama, Manderson Graduate School of Business 2005 — 2006
MBA
Auburn University 1996 — 2000
BS, Finance
Steven Glasgow, CFA, CIMA, AIF, PRP Steven Glasgow, CFA, CIMA, AIF, PRP's Morgan Stanley Experience March 2000 - May 2004
Job Sr. Vice President at Avondale Partners
Industry Financial Services
Experience
Avondale Partners March 2009 - Present
Stanford Group Company September 2008 - February 2009
Wachovia, A Wells Fargo Company April 2004 - August 2008
Morgan Stanley March 2000 - May 2004
Painewebber Inc 1990 - 2000
Skills
Investments, Wealth Management, Retirement Planning, Financial Advisory, Asset Allocation, Retirement, Series 7, Series 63, 401k, Pensions, Investment Advisory, Alternative Investments, Securities, Asset Management, ERISA, Financial Planning, Defined Benefit, Portfolio Management, Hedge Funds, Fixed Income, Investment Strategies, Mutual Funds, Leadership, Finance, Financial Services, Financial Analysis, Asset, Institutional, Equities, Investment Management, Bonds, Due Diligence, Employee Benefits, Fixed Annuities, Private Equity, Capital Markets, Insurance, Risk Management, FINRA, Valuation, Financial Modeling, Mergers, Relationship Management, Estate Planning, ETFs
Education
Rollins College - Crummer Graduate School of Business 1992 — 1994
MBA, Finance, General
Auburn University 1985 — 1989
Bachelor of Science, Finance
Avondale Partners March 2009 - Present
Stanford Group Company September 2008 - February 2009
Wachovia, A Wells Fargo Company April 2004 - August 2008
Morgan Stanley March 2000 - May 2004
Painewebber Inc 1990 - 2000
Skills
Investments, Wealth Management, Retirement Planning, Financial Advisory, Asset Allocation, Retirement, Series 7, Series 63, 401k, Pensions, Investment Advisory, Alternative Investments, Securities, Asset Management, ERISA, Financial Planning, Defined Benefit, Portfolio Management, Hedge Funds, Fixed Income, Investment Strategies, Mutual Funds, Leadership, Finance, Financial Services, Financial Analysis, Asset, Institutional, Equities, Investment Management, Bonds, Due Diligence, Employee Benefits, Fixed Annuities, Private Equity, Capital Markets, Insurance, Risk Management, FINRA, Valuation, Financial Modeling, Mergers, Relationship Management, Estate Planning, ETFs
Education
Rollins College - Crummer Graduate School of Business 1992 — 1994
MBA, Finance, General
Auburn University 1985 — 1989
Bachelor of Science, Finance
Gregory Pike Gregory Pike's Morgan Stanley Experience 2003 - 2003
Job Managing Director at Corsair Partners, LLC
Industry Investment Banking
Experience
Corsair Partners, LLC February 2004 - Present
JB Stamping, Inc February 2013 - Present
Lake County Development Center 2004 - 2004
Morgan Stanley 2003 - 2003
First County Bank 1997 - 2002
Metropolitan Savings 1994 - 1996
Fifth Third Bank 1991 - 1994
National City Bank 1974 - 1991
Skills
Commercial Lending, Finance, Mergers, Banking, Loans, Credit, Commercial Banking, Start-ups, Corporate Finance, Mergers & Acquisitions, Managerial Finance, Financial Services, Small Business Lending, Financial Modeling, Leveraged Finance, Investment Banking, Private Equity, Management, Asset Based Lending, Due Diligence, Financial Analysis, Valuation, Restructuring
Education
Stonier Graduate School of Banking 1983 — 1985
Banking
Ashland University 1966 — 1970
B.S., Finance and Economics
Corsair Partners, LLC February 2004 - Present
JB Stamping, Inc February 2013 - Present
Lake County Development Center 2004 - 2004
Morgan Stanley 2003 - 2003
First County Bank 1997 - 2002
Metropolitan Savings 1994 - 1996
Fifth Third Bank 1991 - 1994
National City Bank 1974 - 1991
Skills
Commercial Lending, Finance, Mergers, Banking, Loans, Credit, Commercial Banking, Start-ups, Corporate Finance, Mergers & Acquisitions, Managerial Finance, Financial Services, Small Business Lending, Financial Modeling, Leveraged Finance, Investment Banking, Private Equity, Management, Asset Based Lending, Due Diligence, Financial Analysis, Valuation, Restructuring
Education
Stonier Graduate School of Banking 1983 — 1985
Banking
Ashland University 1966 — 1970
B.S., Finance and Economics
Tim Finnegan's Morgan Stanley Experience September 2006 - April 2015
Job Business Manager at Archdiocese of New York
Industry Financial Services
Experience
Archdiocese of New York April 2015 - Present
Morgan Stanley September 2006 - April 2015
Morgan Stanley January 2011 - January 2014
Morgan Stanley June 2008 - January 2011
Citigroup July 2007 - June 2008
Smith Barney September 2006 - June 2007
Citigroup June 2005 - August 2005
Citigroup June 2004 - August 2004
Skills
Equities, Fixed Income, Access, Microsoft Excel, Currency, Operations Processes, Analysis, Finance, Foreign Exchange, Bloomberg, Series 99, Reuters, Advent Axis, Excel, Goldmine, Word, Outlook, PowerPoint, Fixed Income Products, Investments, Financial Analysis, Project Management, Team Building, Wealth Management, Off Shoreing, Employee Management, Hedge Funds, Alternative Investments, Portfolio Management, Mutual Funds, Financial Services, Derivatives, Management, Leadership, Securities
Education
Assumption College 2002 — 2006
BA, Political Science
St. Dominic High School 2002 — 2006
Archdiocese of New York April 2015 - Present
Morgan Stanley September 2006 - April 2015
Morgan Stanley January 2011 - January 2014
Morgan Stanley June 2008 - January 2011
Citigroup July 2007 - June 2008
Smith Barney September 2006 - June 2007
Citigroup June 2005 - August 2005
Citigroup June 2004 - August 2004
Skills
Equities, Fixed Income, Access, Microsoft Excel, Currency, Operations Processes, Analysis, Finance, Foreign Exchange, Bloomberg, Series 99, Reuters, Advent Axis, Excel, Goldmine, Word, Outlook, PowerPoint, Fixed Income Products, Investments, Financial Analysis, Project Management, Team Building, Wealth Management, Off Shoreing, Employee Management, Hedge Funds, Alternative Investments, Portfolio Management, Mutual Funds, Financial Services, Derivatives, Management, Leadership, Securities
Education
Assumption College 2002 — 2006
BA, Political Science
St. Dominic High School 2002 — 2006
Joseph Ferreri Joseph Ferreri's Morgan Stanley Experience March 2014 - September 2014
Job Debt Capital Markets Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank April 2015 - Present
Morgan Stanley March 2014 - September 2014
Susquehanna International Group, LLP (SIG) March 2013 - September 2013
BlackRock March 2012 - September 2012
Skills
Customer Service, Business Ethics, Microsoft Office, Leadership, BlackRock Aladdin, Organizational..., Microsoft Excel, PowerPoint, Training, Public Speaking, Microsoft Word, Research, Social Media, Teamwork, Teaching, Bloomberg, Management, Finance
Education
Drexel University 2010 — 2015
Bachelor of Science, Lebow College of Business, Pennoni Honors College, Business Administration; Finance and International Business
Aston University 2013 — 2013
Aston Business School Exchange Program, Business/Managerial Economics
Deutsche Bank April 2015 - Present
Morgan Stanley March 2014 - September 2014
Susquehanna International Group, LLP (SIG) March 2013 - September 2013
BlackRock March 2012 - September 2012
Skills
Customer Service, Business Ethics, Microsoft Office, Leadership, BlackRock Aladdin, Organizational..., Microsoft Excel, PowerPoint, Training, Public Speaking, Microsoft Word, Research, Social Media, Teamwork, Teaching, Bloomberg, Management, Finance
Education
Drexel University 2010 — 2015
Bachelor of Science, Lebow College of Business, Pennoni Honors College, Business Administration; Finance and International Business
Aston University 2013 — 2013
Aston Business School Exchange Program, Business/Managerial Economics
Kate Alleyn Kate Alleyn's Morgan Stanley Experience November 2009 - Present
Job Listed Derivative Sales, Executive Director
Industry Financial Services
Experience
Morgan Stanley November 2009 - Present
UBS Securities LLC November 2007 - May 2009
UBS Securities LLC June 2006 - November 2007
UBS AG, Australia September 2002 - May 2006
UBS AG, Australia November 1999 - August 2002
Education
Australian Catholic University 1994 — 1997
Bachelor of Business Marketing / Finance, Double major in Marketing and Finance
Morgan Stanley November 2009 - Present
UBS Securities LLC November 2007 - May 2009
UBS Securities LLC June 2006 - November 2007
UBS AG, Australia September 2002 - May 2006
UBS AG, Australia November 1999 - August 2002
Education
Australian Catholic University 1994 — 1997
Bachelor of Business Marketing / Finance, Double major in Marketing and Finance
William Poletis William Poletis's Morgan Stanley Experience May 2014 - Present
Job Financial AssociateMorgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Reliable Churchill June 2013 - May 2014
Aurora University September 2011 - May 2013
Salisbury University October 2006 - December 2010
Michael James campaign for State Senate May 2010 - October 2010
2010 Michael James-Maryland State Senate Campaign May 2010 - October 2010
Education
Aurora University 2011 — 2013
Master of Business Administration (MBA), Accounting
Salisbury University 2006 — 2010
BS, Marketing
Morgan Stanley May 2014 - Present
Reliable Churchill June 2013 - May 2014
Aurora University September 2011 - May 2013
Salisbury University October 2006 - December 2010
Michael James campaign for State Senate May 2010 - October 2010
2010 Michael James-Maryland State Senate Campaign May 2010 - October 2010
Education
Aurora University 2011 — 2013
Master of Business Administration (MBA), Accounting
Salisbury University 2006 — 2010
BS, Marketing
Christopher Ovide's Morgan Stanley Experience June 2007 - 2008
Job Owner at CML
Industry Internet
Experience
CML July 2013 - Present
Stihl April 2012 - May 2013
Cherub Media Ltd... 2008 - 2011
Aegis Capital June 2008 - March 2010
GLCC of South Florida July 2007 - January 2008
Stonewall Library and Archives June 2007 - January 2008
Morgan Stanley June 2007 - 2008
Citibank March 2006 - May 2007
Rabobank International December 2003 - March 2006
SunTrust Investment Services November 2001 - November 2003
Skills
Financial Analysis, Public Speaking, Start-ups, Business Development, Management, Strategic Planning, Strategy, Marketing, Training, Executive Management, Social Media, Leadership, Business Strategy, Marketing Strategy, Business Planning, Entrepreneurship, Budgets, Financial Modeling, Financial Services, Process Improvement
Education
Averett University 2000 — 2002
MBA
George Mason University 1990 — 1995
BA, International Relations
CML July 2013 - Present
Stihl April 2012 - May 2013
Cherub Media Ltd... 2008 - 2011
Aegis Capital June 2008 - March 2010
GLCC of South Florida July 2007 - January 2008
Stonewall Library and Archives June 2007 - January 2008
Morgan Stanley June 2007 - 2008
Citibank March 2006 - May 2007
Rabobank International December 2003 - March 2006
SunTrust Investment Services November 2001 - November 2003
Skills
Financial Analysis, Public Speaking, Start-ups, Business Development, Management, Strategic Planning, Strategy, Marketing, Training, Executive Management, Social Media, Leadership, Business Strategy, Marketing Strategy, Business Planning, Entrepreneurship, Budgets, Financial Modeling, Financial Services, Process Improvement
Education
Averett University 2000 — 2002
MBA
George Mason University 1990 — 1995
BA, International Relations
Jan Tyler Jan Tyler's Morgan Stanley Experience October 1986 - August 2005
Job Consultant to BlacktieDC & Duke Ellington School of the Arts Museum Studies Department
Industry Nonprofit Organization Management
Experience
Blacktie-DC July 2011 - Present
Duke Ellington School of the Arts, Museum Studies Department October 2014 - Present
AD Banker January 2006 - Present
Election Administration Expert July 1995 - Present
Securites Service Network 2005 - 2015
Federal Voting Assistance Program June 2010 - May 2011
Family Storylines June 2008 - June 2010
Morgan Stanley October 1986 - August 2005
City and County of Denver July 1995 - July 2003
Skills
Fundraising, Non-profits, Government Relations, Government, Public Speaking, Media Relations, Community Relations, Politics, Public Relations, Government Liaison, Community Outreach, Volunteer Management, Administration, Social Media, Customer Relations, Community Development, Event Planning, Nonprofits, Advertising, Customer Service, Social Networking, System Administration, Strategy, Leadership, Entrepreneurship, Training, Small Business, New Media, Marketing, Leadership Development, Management, Research, Political Campaigns, Public Policy, Legislative Relations, Policy Analysis, Strategic Planning, Grassroots Organizing, International Relations, Strategic Communications, Speech Writing, Proposal Writing, Political Science, Grants, Political Communication, Legislation, Public Affairs, Economic Development, Coalitions, Crisis Communications
Education
Private Investigators Academy of the Rockies 2010 — 2010
Certificate, Private Investigator, Complete
The University of Georgia 1978 — 1979
No degree, Political Science
AD Banker
Auburn University
No degree, Election Administration
Blacktie-DC July 2011 - Present
Duke Ellington School of the Arts, Museum Studies Department October 2014 - Present
AD Banker January 2006 - Present
Election Administration Expert July 1995 - Present
Securites Service Network 2005 - 2015
Federal Voting Assistance Program June 2010 - May 2011
Family Storylines June 2008 - June 2010
Morgan Stanley October 1986 - August 2005
City and County of Denver July 1995 - July 2003
Skills
Fundraising, Non-profits, Government Relations, Government, Public Speaking, Media Relations, Community Relations, Politics, Public Relations, Government Liaison, Community Outreach, Volunteer Management, Administration, Social Media, Customer Relations, Community Development, Event Planning, Nonprofits, Advertising, Customer Service, Social Networking, System Administration, Strategy, Leadership, Entrepreneurship, Training, Small Business, New Media, Marketing, Leadership Development, Management, Research, Political Campaigns, Public Policy, Legislative Relations, Policy Analysis, Strategic Planning, Grassroots Organizing, International Relations, Strategic Communications, Speech Writing, Proposal Writing, Political Science, Grants, Political Communication, Legislation, Public Affairs, Economic Development, Coalitions, Crisis Communications
Education
Private Investigators Academy of the Rockies 2010 — 2010
Certificate, Private Investigator, Complete
The University of Georgia 1978 — 1979
No degree, Political Science
AD Banker
Auburn University
No degree, Election Administration
Kaitlyn Jones Kaitlyn Jones's Morgan Stanley Experience August 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Edward Jones June 2013 - August 2013
CSA April 2011 - December 2012
Skills
Financial Modeling, Statistical Data..., Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Account Management, Sales, Outlook, Marketing, Teamwork, Access, Inventory Management, Research, Valuation, Strategic Planning, Strategic Financial..., Facebook, Market Research, Business Analysis, Financial Analysis, Social Networking, Accounting, Public Speaking, Customer Service, Data Analysis, Event Planning, Insurance, Microsoft Word, Finance, Social Media, Time Management, Retail
Education
The University of Georgia 2011 — 2013
Financial Planning, Finance, Spanish, 3.3
The University of Georgia
Finance, Financial Planning
Auburn University, College of Business 2008 — 2011
International Business, Accounting, Spanish
Morgan Stanley August 2014 - Present
Edward Jones June 2013 - August 2013
CSA April 2011 - December 2012
Skills
Financial Modeling, Statistical Data..., Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Account Management, Sales, Outlook, Marketing, Teamwork, Access, Inventory Management, Research, Valuation, Strategic Planning, Strategic Financial..., Facebook, Market Research, Business Analysis, Financial Analysis, Social Networking, Accounting, Public Speaking, Customer Service, Data Analysis, Event Planning, Insurance, Microsoft Word, Finance, Social Media, Time Management, Retail
Education
The University of Georgia 2011 — 2013
Financial Planning, Finance, Spanish, 3.3
The University of Georgia
Finance, Financial Planning
Auburn University, College of Business 2008 — 2011
International Business, Accounting, Spanish
Chad Aitken Chad Aitken's Morgan Stanley Experience 2005 - 2007
Job Owner, Aitken Research Group
Industry Investment Management
Experience
Aitken Research Group January 2011 - Present
Europacific Capital 2008 - 2009
Morgan Stanley 2005 - 2007
MD Medical Solutions 2003 - 2005
Charles Schwab January 1993 - January 2003
Skills
Investments, Portfolio Management, Asset Management, Financial Analysis, Financial Modeling, Equities, Risk Management, Valuation, Microsoft Excel, Microsoft Office, Mutual Funds, Private Equity, Fixed Income, Business Analysis, Due Diligence, Hedge Funds, Venture Capital, Management, Leadership
Education
Ashland University 1985 — 1987
Business Admin
Pennsylvania State University-Penn State Beaver 1987 — 1989
Aitken Research Group January 2011 - Present
Europacific Capital 2008 - 2009
Morgan Stanley 2005 - 2007
MD Medical Solutions 2003 - 2005
Charles Schwab January 1993 - January 2003
Skills
Investments, Portfolio Management, Asset Management, Financial Analysis, Financial Modeling, Equities, Risk Management, Valuation, Microsoft Excel, Microsoft Office, Mutual Funds, Private Equity, Fixed Income, Business Analysis, Due Diligence, Hedge Funds, Venture Capital, Management, Leadership
Education
Ashland University 1985 — 1987
Business Admin
Pennsylvania State University-Penn State Beaver 1987 — 1989
Michale Estrada's Morgan Stanley Experience November 2006 - Present
Job Morgan Stanley Professional and Mixed Media Artist
Industry Fine Art
Experience
Tony Michale Estrada September 2006 - Present
Morgan Stanley November 2006 - Present
Harry Winston October 2005 - February 2007
Assouline September 2003 - September 2005
Skills
Creative Direction, Photography, Blogging, Copywriting, Adobe Creative Suite, Marketing Strategy, Public Relations, Social Media, Advertising, Graphic Design, InDesign, Illustrator, Marketing Communications, Social Media Marketing, Marketing, Event Planning, Photoshop, Painting, Sculpture, Mixed Media, Event Management, Digital Marketing, Art, Creative Writing, Brand Development
Education
University of Washington 1999 — 2001
Auburn University 1995 — 1999
Bachelor of Arts (B.A.), Communication and Media Studies
Tony Michale Estrada September 2006 - Present
Morgan Stanley November 2006 - Present
Harry Winston October 2005 - February 2007
Assouline September 2003 - September 2005
Skills
Creative Direction, Photography, Blogging, Copywriting, Adobe Creative Suite, Marketing Strategy, Public Relations, Social Media, Advertising, Graphic Design, InDesign, Illustrator, Marketing Communications, Social Media Marketing, Marketing, Event Planning, Photoshop, Painting, Sculpture, Mixed Media, Event Management, Digital Marketing, Art, Creative Writing, Brand Development
Education
University of Washington 1999 — 2001
Auburn University 1995 — 1999
Bachelor of Arts (B.A.), Communication and Media Studies
Mike Davies Mike Davies's Morgan Stanley Experience January 2005 - June 2008
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
Morgan Stanley Wealth Management January 2012 - Present
Morgan Stanley Smith Barney January 2011 - December 2011
Morgan Stanley Smith Barney June 2008 - December 2010
Morgan Stanley January 2005 - June 2008
Bank of Tokyo-Mitsubishi UFJ July 1992 - December 2004
Arthur Andersen March 1989 - June 1992
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Asset Managment, Structured Products, Derivatives, Capital Markets, Portfolio Management, Risk Management, Investments, Wealth Management..., Financial Risk, Operational Risk, Wealth Management, Securities, Asset Management, Trading, Emerging Markets, Financial Markets, Credit Risk, Credit, Market Risk
Education
Ashridge Business School 2000 — 2002
MBA, MBA
London Business School 1993 — 1994
Certificate, Investment Management
Institute of Chartered Accountants in England and Wales 1989 — 1992
University of Warwick 1987 — 1989
MA, Economics
University of Southampton 1984 — 1987
BSc (Social Sciences), Economics & Statistics
St Dunstan's College 1977 — 1984
Morgan Stanley Wealth Management July 2013 - Present
Morgan Stanley Wealth Management January 2012 - Present
Morgan Stanley Smith Barney January 2011 - December 2011
Morgan Stanley Smith Barney June 2008 - December 2010
Morgan Stanley January 2005 - June 2008
Bank of Tokyo-Mitsubishi UFJ July 1992 - December 2004
Arthur Andersen March 1989 - June 1992
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Asset Managment, Structured Products, Derivatives, Capital Markets, Portfolio Management, Risk Management, Investments, Wealth Management..., Financial Risk, Operational Risk, Wealth Management, Securities, Asset Management, Trading, Emerging Markets, Financial Markets, Credit Risk, Credit, Market Risk
Education
Ashridge Business School 2000 — 2002
MBA, MBA
London Business School 1993 — 1994
Certificate, Investment Management
Institute of Chartered Accountants in England and Wales 1989 — 1992
University of Warwick 1987 — 1989
MA, Economics
University of Southampton 1984 — 1987
BSc (Social Sciences), Economics & Statistics
St Dunstan's College 1977 — 1984
Vanessa Henley Vanessa Henley's Morgan Stanley Experience October 2003 - June 2011
Job Executive Director Sr. Diversity Officer at Morgan Stanley Wealth Management
Industry Human Resources
Experience
Morgan Stanley Wealth Management April 2014 - Present
AutoTrader.com June 2011 - June 2013
Morgan Stanley October 2003 - June 2011
Morgan Stanley October 2004 - October 2006
SunTrust Bank June 2003 - October 2004
Citigroup (formerly Citibank) January 2002 - January 2003
Citigroup (formerly Citibank) January 1996 - January 2002
Skills
Succession Planning, Performance Management, PeopleSoft, Change Management, Talent Management, Employee Relations, Personnel Management, Recruiting, Human Resources, Employee Engagement, HRIS, Management, Leadership, Talent Acquisition, Training, Interviews
Education
Auburn University at Montgomery
B.A., Marketing
Troy State University at Montgomery
M.S., Human Resources
Morgan Stanley Wealth Management April 2014 - Present
AutoTrader.com June 2011 - June 2013
Morgan Stanley October 2003 - June 2011
Morgan Stanley October 2004 - October 2006
SunTrust Bank June 2003 - October 2004
Citigroup (formerly Citibank) January 2002 - January 2003
Citigroup (formerly Citibank) January 1996 - January 2002
Skills
Succession Planning, Performance Management, PeopleSoft, Change Management, Talent Management, Employee Relations, Personnel Management, Recruiting, Human Resources, Employee Engagement, HRIS, Management, Leadership, Talent Acquisition, Training, Interviews
Education
Auburn University at Montgomery
B.A., Marketing
Troy State University at Montgomery
M.S., Human Resources
Matthew Giorgetti's Morgan Stanley Experience November 2004 - November 2008
Job Vice President at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman October 2011 - Present
UBS Wealth Management November 2008 - October 2011
Morgan Stanley November 2004 - November 2008
Commerce One September 2000 - August 2001
AppNet January 2000 - September 2000
Boston Red Sox January 1995 - August 2000
Skills
Investments, Portfolio Management, Alternative Investments, Risk Management, Wealth Transfer Planning, Estate Planning, Mergers & Acquisitions, Asset Allocation, Equities, Wealth Management, Wealth, Wealth Management..., Finance, Banking, Asset Managment
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2004
MBA
Babson College 1996 — 2000
BS
The Boston Latin School 1990 — 1996
Brown Brothers Harriman October 2011 - Present
UBS Wealth Management November 2008 - October 2011
Morgan Stanley November 2004 - November 2008
Commerce One September 2000 - August 2001
AppNet January 2000 - September 2000
Boston Red Sox January 1995 - August 2000
Skills
Investments, Portfolio Management, Alternative Investments, Risk Management, Wealth Transfer Planning, Estate Planning, Mergers & Acquisitions, Asset Allocation, Equities, Wealth Management, Wealth, Wealth Management..., Finance, Banking, Asset Managment
Education
Babson College - Franklin W. Olin Graduate School of Business 2003 — 2004
MBA
Babson College 1996 — 2000
BS
The Boston Latin School 1990 — 1996
Chase Pittman Chase Pittman's Morgan Stanley Experience 2008 - 2008
Job Corporate Controller
Industry Packaging and Containers
Experience
Caraustar 2015 - Present
Arby's Restaurant Group, Inc. 2013 - 2015
BlueLinx Corporation 2008 - 2013
Morgan Stanley 2008 - 2008
ABM Industries 2005 - 2008
Ernst & Young 2002 - 2005
Skills
SOX, Financial Reporting, GAAP, Certified Fraud Examiner, Technical Research, Auditing, Accounting, Internal Audit, Internal Controls, Audit, SEC reporting, Compliance, General Ledger, Financial Accounting, US GAAP, Risk Management, Risk Assessment, Financial Analysis, IT Audit, Process Improvement, External Audit, Compliance Audits, Enterprise Risk..., Fraud Investigations, Cash Flow, Risk, COSO, Excel, Assurance, Forecasting, Hyperion Enterprise, CPA, Sarbanes-Oxley Act, Cost Accounting, Fraud, SEC Filings
Education
Auburn University 2001 — 2002
Masters, Accounting
Auburn University 1997 — 2001
Bachelor of Science, Business
Caraustar 2015 - Present
Arby's Restaurant Group, Inc. 2013 - 2015
BlueLinx Corporation 2008 - 2013
Morgan Stanley 2008 - 2008
ABM Industries 2005 - 2008
Ernst & Young 2002 - 2005
Skills
SOX, Financial Reporting, GAAP, Certified Fraud Examiner, Technical Research, Auditing, Accounting, Internal Audit, Internal Controls, Audit, SEC reporting, Compliance, General Ledger, Financial Accounting, US GAAP, Risk Management, Risk Assessment, Financial Analysis, IT Audit, Process Improvement, External Audit, Compliance Audits, Enterprise Risk..., Fraud Investigations, Cash Flow, Risk, COSO, Excel, Assurance, Forecasting, Hyperion Enterprise, CPA, Sarbanes-Oxley Act, Cost Accounting, Fraud, SEC Filings
Education
Auburn University 2001 — 2002
Masters, Accounting
Auburn University 1997 — 2001
Bachelor of Science, Business
tony del prado tony del prado's Morgan Stanley Experience August 1996 - April 1997
Job Middleware Engineer
Industry Financial Services
Experience
Bank of America June 2013 - Present
San Antonio Forex June 2008 - December 2012
Barclays March 2009 - December 2009
Lehman Brothers August 1999 - April 2008
Bear Stearns February 1998 - August 1999
Merrill Lynch April 1997 - February 1998
Morgan Stanley August 1996 - April 1997
Lehman Brothers August 1994 - August 1996
Skills
Middleware, TIBCO, WebSphere MQ, JMS, Enterprise Architecture, Unix, Sybase, WebSphere Application..., EAI, TIBCO Rendezvous, Weblogic, SOA, Solaris, Unix Shell Scripting, ESB, Websphere, DB2, Java Enterprise Edition
Education
University of the Philippines 1973 — 1977
High School
Ateneo de Manila University 1977 — 1981
Bachelor of Business Administration (BBA)
The Chubb Institute 1992 — 1992
Programming Certificate - Assembler, COBOL, CICS, DB2, Systems Analysis & Design
New York University 1996 — 1997
Programming Certificate - C/C++, Java, UNIX, OOA&D
Bank of America June 2013 - Present
San Antonio Forex June 2008 - December 2012
Barclays March 2009 - December 2009
Lehman Brothers August 1999 - April 2008
Bear Stearns February 1998 - August 1999
Merrill Lynch April 1997 - February 1998
Morgan Stanley August 1996 - April 1997
Lehman Brothers August 1994 - August 1996
Skills
Middleware, TIBCO, WebSphere MQ, JMS, Enterprise Architecture, Unix, Sybase, WebSphere Application..., EAI, TIBCO Rendezvous, Weblogic, SOA, Solaris, Unix Shell Scripting, ESB, Websphere, DB2, Java Enterprise Edition
Education
University of the Philippines 1973 — 1977
High School
Ateneo de Manila University 1977 — 1981
Bachelor of Business Administration (BBA)
The Chubb Institute 1992 — 1992
Programming Certificate - Assembler, COBOL, CICS, DB2, Systems Analysis & Design
New York University 1996 — 1997
Programming Certificate - C/C++, Java, UNIX, OOA&D
Peter Galambos, CFA, FRM, ERP Peter Galambos, CFA, FRM, ERP's Morgan Stanley Experience July 2012 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2012 - Present
KPMG Hungária Kft. January 2011 - July 2012
ExxonMobil August 2010 - December 2010
Skills
Financial Reporting, Accounting, Corporate Finance, Financial Analysis, Financial Accounting, Oil & Gas Industry, Credit Risk, Risk Management, Finance, Internal Controls, Valuation, SAP, Commodity Markets, Financial Risk, IFRS, Financial Modeling, English, Auditing, Derivatives
Education
Budapest Business School 2007 — 2011
Bsc in International Economics
Avans Hogeschool Breda 2009 — 2011
BA in Business Administration
Morgan Stanley July 2012 - Present
KPMG Hungária Kft. January 2011 - July 2012
ExxonMobil August 2010 - December 2010
Skills
Financial Reporting, Accounting, Corporate Finance, Financial Analysis, Financial Accounting, Oil & Gas Industry, Credit Risk, Risk Management, Finance, Internal Controls, Valuation, SAP, Commodity Markets, Financial Risk, IFRS, Financial Modeling, English, Auditing, Derivatives
Education
Budapest Business School 2007 — 2011
Bsc in International Economics
Avans Hogeschool Breda 2009 — 2011
BA in Business Administration
Dan Shuwarger's Morgan Stanley Experience 1999 - 2000
Job FP&A Manager at New Relic
Industry Internet
Experience
New Relic, Inc. 2013 - Present
CafePress Inc. 2012 - 2013
Pandora 2011 - 2012
McKesson 2010 - 2011
Babcock & Brown 2006 - 2009
Sabbatical 2002 - 2003
Wells Fargo Securities 2000 - 2002
Morgan Stanley 1999 - 2000
BDO Seidman, LLP 1998 - 1998
Skills
Financial Services, Healthcare, Energy, Consumer Products, Forecasting, Research, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Venture Capital, Finance, Mergers, Portfolio Management, Equities, Private Equity, Financial Reporting, Risk Management, Business Analysis, Asset Management, Mergers & Acquisitions, Accounting
Education
Australian Graduate School of Management 2004 — 2005
Master of Business Administration
Securities Institute of Australia 2004 — 2004
Graduate Diploma, Applied Finance
University of California, Santa Barbara
Bachelor of Arts, Business Economics with an Emphasis in Accounting
New Relic, Inc. 2013 - Present
CafePress Inc. 2012 - 2013
Pandora 2011 - 2012
McKesson 2010 - 2011
Babcock & Brown 2006 - 2009
Sabbatical 2002 - 2003
Wells Fargo Securities 2000 - 2002
Morgan Stanley 1999 - 2000
BDO Seidman, LLP 1998 - 1998
Skills
Financial Services, Healthcare, Energy, Consumer Products, Forecasting, Research, Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Venture Capital, Finance, Mergers, Portfolio Management, Equities, Private Equity, Financial Reporting, Risk Management, Business Analysis, Asset Management, Mergers & Acquisitions, Accounting
Education
Australian Graduate School of Management 2004 — 2005
Master of Business Administration
Securities Institute of Australia 2004 — 2004
Graduate Diploma, Applied Finance
University of California, Santa Barbara
Bachelor of Arts, Business Economics with an Emphasis in Accounting
Lena Romanova's Morgan Stanley Experience June 2002 - May 2003
Job Board Member at The City of Wine & Spirits
Industry Entertainment
Experience
The City of Wine & Spirits June 2015 - Present
Millennial Entertainment Group January 2013 - Present
Millennial Seasonal Experiences January 2013 - Present
Granita Capital August 2008 - Present
Corporate Performance Institute May 2012 - Present
Houlihan Lokey June 2005 - July 2008
Ariadne Capital January 2005 - June 2005
HgCapital May 2004 - December 2004
Catalyst Venture Partners June 2003 - May 2004
Morgan Stanley June 2002 - May 2003
Skills
Financial Advisory, Business Development, Acquisitions, Strategic Financial..., Structured Finance, Strategy, Deal Sourcing, Real Estate Economics, New Business Development, Funding, Divestitures, Commercial Real Estate, Contract Negotiation, Management, Real Estate, Strategic Consulting, Real Estate Development, Market Analysis, Entertainment, Investment Properties, Loans, Retail, E-commerce, Mutual Funds, Real Estate Financing, Competitive Analysis, International Business, Small Business, Brand Development, Online Marketing, Venture Financing, Negotiation, Nonprofits, Property, Credit, Budgets, Banking, Business, Public Relations, Digital Media, Social Media Marketing, Investment Strategies, Angel Investing, Russian, Business Modeling, Positive Personality, Venture Capital, Bilingual
Education
Babson College 1998 — 2002
Bachelor of Science (B.S.), Finance
The City of Wine & Spirits June 2015 - Present
Millennial Entertainment Group January 2013 - Present
Millennial Seasonal Experiences January 2013 - Present
Granita Capital August 2008 - Present
Corporate Performance Institute May 2012 - Present
Houlihan Lokey June 2005 - July 2008
Ariadne Capital January 2005 - June 2005
HgCapital May 2004 - December 2004
Catalyst Venture Partners June 2003 - May 2004
Morgan Stanley June 2002 - May 2003
Skills
Financial Advisory, Business Development, Acquisitions, Strategic Financial..., Structured Finance, Strategy, Deal Sourcing, Real Estate Economics, New Business Development, Funding, Divestitures, Commercial Real Estate, Contract Negotiation, Management, Real Estate, Strategic Consulting, Real Estate Development, Market Analysis, Entertainment, Investment Properties, Loans, Retail, E-commerce, Mutual Funds, Real Estate Financing, Competitive Analysis, International Business, Small Business, Brand Development, Online Marketing, Venture Financing, Negotiation, Nonprofits, Property, Credit, Budgets, Banking, Business, Public Relations, Digital Media, Social Media Marketing, Investment Strategies, Angel Investing, Russian, Business Modeling, Positive Personality, Venture Capital, Bilingual
Education
Babson College 1998 — 2002
Bachelor of Science (B.S.), Finance
Steven Breen, CFP®, CIMA ® Steven Breen, CFP®, CIMA ®'s Morgan Stanley Experience 2003 - 2009
Job Vice President Investments PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2009 - Present
Morgan Stanley 2003 - 2009
U.S. Army 1982 - 1992
Skills
Retirement Planning, Investments, Insurance, Financial Services, Financial Advisory, Fixed Annuities, Strategic Planning, Financial Analysis, Retirement, Risk Management, New Business Development, Buiness-Owner Planning, Fixed-Income Strategies, Investment Strategies, Multigenerational..., Wealth Preservation..., Tax-Efficient Strategies, Estate Planning...
Education
College for Financial Planning 2003 — 2003
CFP, Financial Planning
Auburn University 1988 — 1989
M.Ed, Counseling
Eastern Michigan University 1980 — 1983
B.S., Economics
Wells Fargo Advisors August 2009 - Present
Morgan Stanley 2003 - 2009
U.S. Army 1982 - 1992
Skills
Retirement Planning, Investments, Insurance, Financial Services, Financial Advisory, Fixed Annuities, Strategic Planning, Financial Analysis, Retirement, Risk Management, New Business Development, Buiness-Owner Planning, Fixed-Income Strategies, Investment Strategies, Multigenerational..., Wealth Preservation..., Tax-Efficient Strategies, Estate Planning...
Education
College for Financial Planning 2003 — 2003
CFP, Financial Planning
Auburn University 1988 — 1989
M.Ed, Counseling
Eastern Michigan University 1980 — 1983
B.S., Economics
Derek Mohamed, CRPC, AAMS's Morgan Stanley Experience 1999 - 2007
Job Managing Director Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
UBS March 2007 - June 2015
Morgan Stanley 1999 - 2007
Skills
Financial Planning, Asset Management, Wealth Management, Retirement Planning, Insurance, Estate Planning, Portfolio Management, Protection..., Wealth Preservation..., Charitable Giving..., Retirement Income..., Wealth Transfer, Financial Advisory, Finance, Strategic Financial..., Investment Advisory, Strategy, Investments, Series 7, Wealth, Retirement, Asset Managment, Investment Strategies, High Net Worth..., Investment Management, Life Insurance, Long-term Care
Education
College for Financial Planning 2009 — 2009
Accredited Asset Management Specialist
American College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, Retirement Planning
Assumption College 1995 — 1998
Bachelor of Arts (B.A.), Economics/Finance
Saint John's High School - Shrewsbury, Ma
High School
Merrill Lynch June 2015 - Present
UBS March 2007 - June 2015
Morgan Stanley 1999 - 2007
Skills
Financial Planning, Asset Management, Wealth Management, Retirement Planning, Insurance, Estate Planning, Portfolio Management, Protection..., Wealth Preservation..., Charitable Giving..., Retirement Income..., Wealth Transfer, Financial Advisory, Finance, Strategic Financial..., Investment Advisory, Strategy, Investments, Series 7, Wealth, Retirement, Asset Managment, Investment Strategies, High Net Worth..., Investment Management, Life Insurance, Long-term Care
Education
College for Financial Planning 2009 — 2009
Accredited Asset Management Specialist
American College for Financial Planning 2008 — 2008
Chartered Retirement Planning Counselor, Retirement Planning
Assumption College 1995 — 1998
Bachelor of Arts (B.A.), Economics/Finance
Saint John's High School - Shrewsbury, Ma
High School
Elena Relic Elena Relic's Morgan Stanley Experience May 2012 - November 2014
Job Business Professional at Morgan Stanley
Industry Financial Services
Experience
American Century Investments December 2014 - Present
Morgan Stanley May 2012 - November 2014
SPIN! Neapolitan Pizza March 2010 - August 2011
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Office
Education
Avila University 2012 — 2013
Master of Business Administration (MBA), Finance, General
University of Missouri-Kansas City 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
American Century Investments December 2014 - Present
Morgan Stanley May 2012 - November 2014
SPIN! Neapolitan Pizza March 2010 - August 2011
Skills
Microsoft Excel, Customer Service, PowerPoint, Microsoft Office
Education
Avila University 2012 — 2013
Master of Business Administration (MBA), Finance, General
University of Missouri-Kansas City 2009 — 2012
Bachelor of Business Administration (BBA), Finance, General
Ian Pitts Ian Pitts's Morgan Stanley Experience June 2009 - July 2009
Job Graduated from Auburn University
Industry Chemicals
Experience
Top O' The River May 2013 - Present
Top O' the River May 2006 - August 2012
Morgan Stanley June 2009 - July 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Matlab, Chemistry, English, Research, Chemical Engineering, Engineering, Windows, Aspen Plus
Education
Auburn University 2008 — 2013
Bachelor's degree, Chemical Engineering
Top O' The River May 2013 - Present
Top O' the River May 2006 - August 2012
Morgan Stanley June 2009 - July 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Teamwork, Matlab, Chemistry, English, Research, Chemical Engineering, Engineering, Windows, Aspen Plus
Education
Auburn University 2008 — 2013
Bachelor's degree, Chemical Engineering
Alan Valenca Alan Valenca's Morgan Stanley Experience June 1998 - July 2001
Job Vice President Regional Sales Consultant at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price February 2013 - Present
Retirement Alliance, Inc. February 2010 - February 2013
The Newport Group January 2008 - January 2010
ADP June 2003 - January 2008
Walker MacRae, Inc. July 2001 - June 2003
Morgan Stanley June 1998 - July 2001
ADP August 1993 - June 1998
Skills
Retirement, Mutual Funds, 401k, Retirement Planning, Investments, Employee Benefits, Marketing Strategy, ERISA, Sales, Investment Advisory, New Business Development, Defined Benefit, Asset Management, Retirement Plans, Defined Contribution, Sales Management, Asset Allocation, Public Speaking, Strategic Financial..., Selling, Strategic Planning, Securities, Plan Design, Financial Planning, Series 63, Financial Advisory, Business Planning
Education
Colgate University 1982 — 1986
BA
Boston University 1988 — 1991
Certificate in Financial Planning
Babson College 1991 — 1996
MBA
T. Rowe Price February 2013 - Present
Retirement Alliance, Inc. February 2010 - February 2013
The Newport Group January 2008 - January 2010
ADP June 2003 - January 2008
Walker MacRae, Inc. July 2001 - June 2003
Morgan Stanley June 1998 - July 2001
ADP August 1993 - June 1998
Skills
Retirement, Mutual Funds, 401k, Retirement Planning, Investments, Employee Benefits, Marketing Strategy, ERISA, Sales, Investment Advisory, New Business Development, Defined Benefit, Asset Management, Retirement Plans, Defined Contribution, Sales Management, Asset Allocation, Public Speaking, Strategic Financial..., Selling, Strategic Planning, Securities, Plan Design, Financial Planning, Series 63, Financial Advisory, Business Planning
Education
Colgate University 1982 — 1986
BA
Boston University 1988 — 1991
Certificate in Financial Planning
Babson College 1991 — 1996
MBA
Lori Lathem Lori Lathem's Morgan Stanley Experience 2003 - September 2011
Job Director of Fund Accounting at Jamestown
Industry Real Estate
Experience
Jamestown October 2011 - Present
Morgan Stanley 2003 - September 2011
Lend Lease 1998 - 2003
PricewaterhouseCoopers August 1993 - June 1998
Education
Auburn University 1989 — 1993
Bachelor of Science, Accounting
Jamestown October 2011 - Present
Morgan Stanley 2003 - September 2011
Lend Lease 1998 - 2003
PricewaterhouseCoopers August 1993 - June 1998
Education
Auburn University 1989 — 1993
Bachelor of Science, Accounting
Nathan Hurty Nathan Hurty's Morgan Stanley Experience September 2013 - Present
Job Assistant Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Morgan Stanley October 2011 - September 2013
Advanced Equities December 2009 - October 2011
Skills
Investments, Asset Allocation, Alternative Investments, Portfolio Management, Fixed Income, Equities, Investor Relations, Finance, Relationship Management, Series 7, Uniform Combined State..., Series 63, Wealth Management, Account Maintenance, Investment Strategies, Mutual Funds, Retirement Planning, Investment Advisory, Financial Analysis, Asset Managment, Asset Management, Private Equity, Banking, Friendly Personality, FINRA, Strategy, Microsoft Office, Financial Modeling
Education
Augustana College 2005 — 2009
Business Administration, Finance, International Business, Economics
Morgan Stanley September 2013 - Present
Morgan Stanley October 2011 - September 2013
Advanced Equities December 2009 - October 2011
Skills
Investments, Asset Allocation, Alternative Investments, Portfolio Management, Fixed Income, Equities, Investor Relations, Finance, Relationship Management, Series 7, Uniform Combined State..., Series 63, Wealth Management, Account Maintenance, Investment Strategies, Mutual Funds, Retirement Planning, Investment Advisory, Financial Analysis, Asset Managment, Asset Management, Private Equity, Banking, Friendly Personality, FINRA, Strategy, Microsoft Office, Financial Modeling
Education
Augustana College 2005 — 2009
Business Administration, Finance, International Business, Economics
Phillip Courten Phillip Courten's Morgan Stanley Experience 1986 - 1995
Job Investment Banking
Industry Investment Banking
Experience
Ridgecrest Capital Partners October 2011 - Present
Wedbush Securities April 2010 - October 2011
BMO Capital Markets 2001 - 2010
Banc of America Securities 1995 - 1999
Morgan Stanley 1986 - 1995
Skills
Mergers, Venture Capital, IPO, Investment Banking, Mergers & Acquisitions, Start-ups, Strategy, CRM, Finance, New Business Development, Corporate Development, Private Equity, Valuation, General Awesomeness, Corporate Finance, Awesomeness, Executive Management
Education
Babson College
Bachelor of Science, Finance
New York University - Leonard N. Stern School of Business
MBA, Finance
Ridgecrest Capital Partners October 2011 - Present
Wedbush Securities April 2010 - October 2011
BMO Capital Markets 2001 - 2010
Banc of America Securities 1995 - 1999
Morgan Stanley 1986 - 1995
Skills
Mergers, Venture Capital, IPO, Investment Banking, Mergers & Acquisitions, Start-ups, Strategy, CRM, Finance, New Business Development, Corporate Development, Private Equity, Valuation, General Awesomeness, Corporate Finance, Awesomeness, Executive Management
Education
Babson College
Bachelor of Science, Finance
New York University - Leonard N. Stern School of Business
MBA, Finance
Abbie Houser Clarke Abbie Houser Clarke's Morgan Stanley Experience June 2011 - Present
Job Manager, Human Resources Generalist Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley June 2011 - Present
Morgan Stanley Smith Barney February 2010 - May 2011
Morgan Stanley August 2007 - November 2009
Skills
Performance Management, Talent Development, PeopleSoft, Disability Management, Conflict Resolution, Talent Management, Human Resources, Payroll, Employee Benefits, Deferred Compensation, Onboarding, Management, Time Management, Training, Personnel Management, Applicant Tracking..., Employee Relations, HRIS, Policy, Succession Planning, Recruiting, Benefits Administration
Education
Auburn University 2003 — 2007
Bachelor of Science in Business Administration, Human Resources
Morgan Stanley June 2011 - Present
Morgan Stanley Smith Barney February 2010 - May 2011
Morgan Stanley August 2007 - November 2009
Skills
Performance Management, Talent Development, PeopleSoft, Disability Management, Conflict Resolution, Talent Management, Human Resources, Payroll, Employee Benefits, Deferred Compensation, Onboarding, Management, Time Management, Training, Personnel Management, Applicant Tracking..., Employee Relations, HRIS, Policy, Succession Planning, Recruiting, Benefits Administration
Education
Auburn University 2003 — 2007
Bachelor of Science in Business Administration, Human Resources
Tony Settimio Tony Settimio's Morgan Stanley Experience June 2002 - June 2003
Job Community President, Business/Commercial Banking Team Leader Huntingon Bank
Industry Banking
Experience
Huntington National Bank March 2011 - Present
Huntington National Bank May 2006 - March 2011
Huntington National Bank May 2004 - May 2006
Huntington National Bank June 2003 - May 2004
Morgan Stanley June 2002 - June 2003
Skills
Commercial Banking, Loans, Banking, Retail Banking, Leadership, Sales, Coaching, Retail, Small Business Lending, Commercial Lending, Credit Analysis, Credit, Treasury Management, Portfolio Management, Financial Analysis, Credit Risk, Wealth Management, Risk Management, Consumer Lending, Cash Management, SBA, Commercial Mortgages, Lines Of Credit, Finance, Management
Education
Ashland University 2005 — 2009
MBA, Master's of Business Administration
Kent State University 1998 — 2002
BS, Finance
Tuscarawas Central Catholic
Huntington National Bank March 2011 - Present
Huntington National Bank May 2006 - March 2011
Huntington National Bank May 2004 - May 2006
Huntington National Bank June 2003 - May 2004
Morgan Stanley June 2002 - June 2003
Skills
Commercial Banking, Loans, Banking, Retail Banking, Leadership, Sales, Coaching, Retail, Small Business Lending, Commercial Lending, Credit Analysis, Credit, Treasury Management, Portfolio Management, Financial Analysis, Credit Risk, Wealth Management, Risk Management, Consumer Lending, Cash Management, SBA, Commercial Mortgages, Lines Of Credit, Finance, Management
Education
Ashland University 2005 — 2009
MBA, Master's of Business Administration
Kent State University 1998 — 2002
BS, Finance
Tuscarawas Central Catholic
Ramesh Kadambi Ramesh Kadambi's Morgan Stanley Experience April 2011 - January 2013
Job VP / Senior Quant Dev at Sumitomo Mitsui Banking Corporation
Industry Financial Services
Experience
Morgan Stanley April 2011 - January 2013
Citadel Securities October 2009 - February 2011
Pipeline Trading August 2009 - October 2009
UBS Investment Bank January 2004 - June 2009
Nasdaq 2002 - 2004
BNP Paribas January 1998 - June 2001
Cooper Neff Technologies October 1994 - December 1997
Skills
Financial Modeling, Trading Systems, Equities, Derivatives, Options, Equity Derivatives, Market Data, C++, Fixed Income, Strategy, Financial Risk, Risk Management, Electronic Trading, Market Risk, Low Latency, Quantitative Finance, Trading, Capital Markets, Investment Banking, Hedge Funds, Financial Services, Financial Markets, Valuation, Portfolio Management
Education
University of Chicago 2004 — 2007
MSFM, Financial Mathematics
Villanova University 1997 — 1999
MSCS, Computer Science
Villanova University 1990 — 1994
MSME, Mechanical Engineering
B. M. S. College of Engineering 1984 — 1989
BS, Mechanical Engineering
Vijaya High School 1981 — 1982
High School
Morgan Stanley April 2011 - January 2013
Citadel Securities October 2009 - February 2011
Pipeline Trading August 2009 - October 2009
UBS Investment Bank January 2004 - June 2009
Nasdaq 2002 - 2004
BNP Paribas January 1998 - June 2001
Cooper Neff Technologies October 1994 - December 1997
Skills
Financial Modeling, Trading Systems, Equities, Derivatives, Options, Equity Derivatives, Market Data, C++, Fixed Income, Strategy, Financial Risk, Risk Management, Electronic Trading, Market Risk, Low Latency, Quantitative Finance, Trading, Capital Markets, Investment Banking, Hedge Funds, Financial Services, Financial Markets, Valuation, Portfolio Management
Education
University of Chicago 2004 — 2007
MSFM, Financial Mathematics
Villanova University 1997 — 1999
MSCS, Computer Science
Villanova University 1990 — 1994
MSME, Mechanical Engineering
B. M. S. College of Engineering 1984 — 1989
BS, Mechanical Engineering
Vijaya High School 1981 — 1982
High School
Catina Artenant, MBA's Morgan Stanley Experience January 2015 - Present
Job HR Operations/HRISWorkday
Industry Human Resources
Experience
Morgan Stanley January 2015 - Present
New York University October 2013 - January 2015
Johnson & Johnson January 2013 - October 2013
LifeCell Corporation January 2008 - January 2013
Skills
Training, Human Resources, Onboarding, Program Management, FDA, Management, Organizational..., HRIS, Process Improvement, Strategy, Project Planning, Team Building, Leadership, Coaching, Employee Benefits, Budgets, Customer Service, Leadership Development, PeopleSoft, Analysis, Employee Relations, Data Analysis, Payroll, Performance Management
Education
Ashford University 2011 — 2013
MBA, Organizational Leadership
Somerset Christian College 2009 — 2011
BA, Organizational Leadership
Rutgers University-New Brunswick 2008 — 2009
Certificate, Human Resources Certification
Union County College 2007 — 2009
Associates, Business Public Adminsitration
Morgan Stanley January 2015 - Present
New York University October 2013 - January 2015
Johnson & Johnson January 2013 - October 2013
LifeCell Corporation January 2008 - January 2013
Skills
Training, Human Resources, Onboarding, Program Management, FDA, Management, Organizational..., HRIS, Process Improvement, Strategy, Project Planning, Team Building, Leadership, Coaching, Employee Benefits, Budgets, Customer Service, Leadership Development, PeopleSoft, Analysis, Employee Relations, Data Analysis, Payroll, Performance Management
Education
Ashford University 2011 — 2013
MBA, Organizational Leadership
Somerset Christian College 2009 — 2011
BA, Organizational Leadership
Rutgers University-New Brunswick 2008 — 2009
Certificate, Human Resources Certification
Union County College 2007 — 2009
Associates, Business Public Adminsitration
Steve Benedetto's Morgan Stanley Experience February 2006 - April 2006
Job Professional Drummer, Educator and Entrepreneur ◈ Experienced Financial Analyst ◈ Comedian
Industry Music
Experience
State Street April 2013 - February 2014
State Street March 2012 - April 2013
State Street February 2010 - March 2012
State Street January 2008 - January 2010
Drew Mortgage Associates November 2006 - December 2007
Allied Home Mortgage Capital Corporation July 2006 - October 2006
Morgan Stanley February 2006 - April 2006
Fidelity Investments February 2005 - October 2005
Skills
Team Building, Executive Support, Community Development, Contemporary Music, Social Media Marketing, Music Education, Process Improvement, Account Opening, Small Business, Client Services, Drums, Back Office, Outsourcing, Account Management, Business Analysis, Performance Measurement, Music, Success Oriented, Microsoft Excel, Lead Generation, Sketch Comedy, Stand-up Comedy, Jazz Improvisation, Alternative Rock, Web Services, WiX, Blogging, Music Industry, Music Videos, Rock Music, Customer Service
Education
Assumption College 1996 — 1997
Keene State College 1995 — 1996
State Street April 2013 - February 2014
State Street March 2012 - April 2013
State Street February 2010 - March 2012
State Street January 2008 - January 2010
Drew Mortgage Associates November 2006 - December 2007
Allied Home Mortgage Capital Corporation July 2006 - October 2006
Morgan Stanley February 2006 - April 2006
Fidelity Investments February 2005 - October 2005
Skills
Team Building, Executive Support, Community Development, Contemporary Music, Social Media Marketing, Music Education, Process Improvement, Account Opening, Small Business, Client Services, Drums, Back Office, Outsourcing, Account Management, Business Analysis, Performance Measurement, Music, Success Oriented, Microsoft Excel, Lead Generation, Sketch Comedy, Stand-up Comedy, Jazz Improvisation, Alternative Rock, Web Services, WiX, Blogging, Music Industry, Music Videos, Rock Music, Customer Service
Education
Assumption College 1996 — 1997
Keene State College 1995 — 1996
Adam Villari's Morgan Stanley Experience June 2014 - August 2014
Job StudentAthlete at Babson College
Industry
Experience
Maximo Nivel July 2015 - July 2015
LibreMax Capital, LLC May 2015 - June 2015
Morgan Stanley June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, CRM
Education
Babson College 2013 — 2017
Maximo Nivel July 2015 - July 2015
LibreMax Capital, LLC May 2015 - June 2015
Morgan Stanley June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, CRM
Education
Babson College 2013 — 2017
David Veal David Veal's Morgan Stanley Experience January 2004 - March 2009
Job Chief Investment Officer | Institutional Family Office
Industry Investment Management
Experience
EF Capital Management, LLC February 2015 - Present
Teacher Retirement System of Texas June 2013 - February 2015
Teacher Retirement System of Texas June 2012 - May 2013
Employees Retirement System of Texas September 2011 - May 2012
Employees Retirement System of Texas March 2009 - August 2011
Morgan Stanley January 2004 - March 2009
Morgan Stanley July 1999 - January 2004
United States Navy August 1991 - August 1997
Skills
Asset Allocation, Risk Management, Portfolio Management, Investments, Equities, Private Equity, Hedge Funds, Financial Modeling, Asset Management, Equity Research, Due Diligence, Fixed Income, Capital Markets, Valuation, Financial Analysis, Emerging Markets, Alternative Investments, Strategy, Investment Management, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
Master of Business Administration (MBA), Finance & Accounting
Auburn University 1987 — 1991
Bachelor's degree, Industrial Engineering
EF Capital Management, LLC February 2015 - Present
Teacher Retirement System of Texas June 2013 - February 2015
Teacher Retirement System of Texas June 2012 - May 2013
Employees Retirement System of Texas September 2011 - May 2012
Employees Retirement System of Texas March 2009 - August 2011
Morgan Stanley January 2004 - March 2009
Morgan Stanley July 1999 - January 2004
United States Navy August 1991 - August 1997
Skills
Asset Allocation, Risk Management, Portfolio Management, Investments, Equities, Private Equity, Hedge Funds, Financial Modeling, Asset Management, Equity Research, Due Diligence, Fixed Income, Capital Markets, Valuation, Financial Analysis, Emerging Markets, Alternative Investments, Strategy, Investment Management, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
Master of Business Administration (MBA), Finance & Accounting
Auburn University 1987 — 1991
Bachelor's degree, Industrial Engineering
Eric Armand Britt Eric Armand Britt's Morgan Stanley Experience August 1995 - January 2009
Job Financial Consultant at TIAACREF at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Merrill Lynch January 2009 - September 2014
Morgan Stanley August 1995 - January 2009
United States Marine Corps August 1985 - January 1994
Skills
Portfolio Management, Investments, Financial Advisory, Mortgage Lending, Life Insurance, Alternative Investments, Risk Management, Long Term Care Insurance, Analysis, Strategic Financial..., Wealth Management, Small Business, Banking
Education
Auburn University 1981 — 1985
BS in EE, Electrical Engineering
TIAA-CREF September 2014 - Present
Merrill Lynch January 2009 - September 2014
Morgan Stanley August 1995 - January 2009
United States Marine Corps August 1985 - January 1994
Skills
Portfolio Management, Investments, Financial Advisory, Mortgage Lending, Life Insurance, Alternative Investments, Risk Management, Long Term Care Insurance, Analysis, Strategic Financial..., Wealth Management, Small Business, Banking
Education
Auburn University 1981 — 1985
BS in EE, Electrical Engineering
Irina Shurugcheeva Irina Shurugcheeva's Morgan Stanley Experience June 2015 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Bank of America August 2014 - May 2015
Ameriprise Financial Services, Inc. January 2012 - April 2014
Borgata Hotel Casino & Spa July 2006 - April 2014
Trump International Hotel and Tower, NYC 2004 - 2006
Skills
Business Ethics, Marketing, Business, Management, Time Management, Sales, Finance, Leadership, CRM, Training, Budgets, Analysis, Customer Service, Microsoft Office, Social Networking, Social Media, Public Relations, Social Media Marketing, Microsoft Excel, Event Planning
Education
Stockton University 2012 — 2013
Bachelor's degree May 2013, Communication Studies and Marketing
Atlantic Cape Community College 2010 — 2012
Communication and Public Relations, Communication and Media Studies
Пятигорский Государственный Лингвистический Университет (ПГЛУ) / Pyatigorsk State Linguistic University (PSLU) 2001 — 2004
International Communication and Foreign Culture, International Relations and Affairs
Morgan Stanley June 2015 - Present
Bank of America August 2014 - May 2015
Ameriprise Financial Services, Inc. January 2012 - April 2014
Borgata Hotel Casino & Spa July 2006 - April 2014
Trump International Hotel and Tower, NYC 2004 - 2006
Skills
Business Ethics, Marketing, Business, Management, Time Management, Sales, Finance, Leadership, CRM, Training, Budgets, Analysis, Customer Service, Microsoft Office, Social Networking, Social Media, Public Relations, Social Media Marketing, Microsoft Excel, Event Planning
Education
Stockton University 2012 — 2013
Bachelor's degree May 2013, Communication Studies and Marketing
Atlantic Cape Community College 2010 — 2012
Communication and Public Relations, Communication and Media Studies
Пятигорский Государственный Лингвистический Университет (ПГЛУ) / Pyatigorsk State Linguistic University (PSLU) 2001 — 2004
International Communication and Foreign Culture, International Relations and Affairs
Nicholas Veltri Nicholas Veltri's Morgan Stanley Experience August 2015 - Present
Job Investment Banking Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
FDX Offshore April 2014 - June 2014
McGladrey May 2011 - August 2013
McGladrey December 2009 - April 2011
Feeley & Driscoll, P.C. October 2007 - October 2009
Skills
CPA, US GAAP, Financial Analysis, Accounting, Private Equity, GAAP, Consulting, Investment Banking
Education
Yale University - Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
D'Amore-McKim School of Business at Northeastern University 2008 — 2010
MS, Taxation
Assumption College 2003 — 2007
BA, Accounting and Political Science
Lasalle Academy 1999 — 2003
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
FDX Offshore April 2014 - June 2014
McGladrey May 2011 - August 2013
McGladrey December 2009 - April 2011
Feeley & Driscoll, P.C. October 2007 - October 2009
Skills
CPA, US GAAP, Financial Analysis, Accounting, Private Equity, GAAP, Consulting, Investment Banking
Education
Yale University - Yale School of Management 2013 — 2015
Master of Business Administration (MBA)
D'Amore-McKim School of Business at Northeastern University 2008 — 2010
MS, Taxation
Assumption College 2003 — 2007
BA, Accounting and Political Science
Lasalle Academy 1999 — 2003
Lucas Hendrickson's Morgan Stanley Experience May 2013 - August 2013
Job Student at Augsburg College
Industry Financial Services
Experience
AVEKA Group June 2010 - August 2014
Morgan Stanley May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint
Education
Augsburg College 2012 — 2016
AVEKA Group June 2010 - August 2014
Morgan Stanley May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint
Education
Augsburg College 2012 — 2016
Sherri Overton-Vance Sherri Overton-Vance's Morgan Stanley Experience June 2009 - May 2013
Job Assistant for The Liles Group
Industry Financial Services
Experience
Robert W. Baird & Co. May 2013 - Present
Morgan Stanley June 2009 - May 2013
Soloman Smith Barney January 2006 - June 2009
Morgan Stanley July 2005 - January 2006
Morgan Stanley April 2002 - May 2005
Morgan Stanley March 2000 - April 2002
Morgan Stanley May 1997 - March 2000
Wiley Bros.- Aintree Capital LLC August 1996 - April 1997
Education
Austin Peay State University 1992 — 1996
Bachelor's degree, English and Biology
Robert W. Baird & Co. May 2013 - Present
Morgan Stanley June 2009 - May 2013
Soloman Smith Barney January 2006 - June 2009
Morgan Stanley July 2005 - January 2006
Morgan Stanley April 2002 - May 2005
Morgan Stanley March 2000 - April 2002
Morgan Stanley May 1997 - March 2000
Wiley Bros.- Aintree Capital LLC August 1996 - April 1997
Education
Austin Peay State University 1992 — 1996
Bachelor's degree, English and Biology
Dhawal Kapadia's Morgan Stanley Experience June 2004 - July 2004
Job Associate at BlackRock
Industry Investment Management
Experience
BlackRock January 2014 - Present
BlackRock February 2011 - December 2013
Comrise Technology June 2010 - December 2010
Thomson Reuters June 2009 - August 2009
HSBC June 2008 - August 2008
StartingBloc 2008 - 2008
HSBC June 2007 - August 2007
College Saver November 2006 - May 2007
NJ Leg. Assemblyman Wisniewski's Office June 2005 - August 2005
Morgan Stanley June 2004 - July 2004
Skills
Financial Modeling, BlackRock Aladdin, Valuation, Project Management, Fixed Income, Bloomberg, Equities, Financial Markets, Equity Research, Entrepreneurship, Capital Markets, Corporate Finance, Microsoft Office, Investments, Finance, Financial Analysis
Education
Babson College 2006 — 2009
BlackRock January 2014 - Present
BlackRock February 2011 - December 2013
Comrise Technology June 2010 - December 2010
Thomson Reuters June 2009 - August 2009
HSBC June 2008 - August 2008
StartingBloc 2008 - 2008
HSBC June 2007 - August 2007
College Saver November 2006 - May 2007
NJ Leg. Assemblyman Wisniewski's Office June 2005 - August 2005
Morgan Stanley June 2004 - July 2004
Skills
Financial Modeling, BlackRock Aladdin, Valuation, Project Management, Fixed Income, Bloomberg, Equities, Financial Markets, Equity Research, Entrepreneurship, Capital Markets, Corporate Finance, Microsoft Office, Investments, Finance, Financial Analysis
Education
Babson College 2006 — 2009
Samuel Andress's Morgan Stanley Experience January 2001 - July 2002
Job Realtor®
Industry Real Estate
Experience
Huntington Group - A Full Service Real Estate and Mortgage Company June 2015 - Present
Fuller Theological Seminary December 2011 - August 2015
Fuller Theological Seminary July 2013 - July 2015
Fuller Theological Seminary December 2011 - July 2013
Pasadena Star News September 2010 - December 2012
Russ Reid Company March 2011 - October 2011
Azusa Pacific University September 2008 - March 2011
International Church of the Foursquare Gospel July 2007 - March 2008
Thornston Educational Fund April 2004 - August 2007
Morgan Stanley January 2001 - July 2002
Skills
Strategy, Non-profits, Fundraising, Proposal Writing, Social Media, Public Speaking, Event Planning, Marketing, Strategic Planning, Research, Event Management, Blogging, Social Media Marketing, Marketing Communications, Advertising, Marketing Strategy, Online Advertising, Social Networking, Community Outreach, Department Budget..., Client Relations Skills, Code of Ethics, Critical Thinking, Nonprofits, Grant Writing, Training, Management, Volunteer Management, Integrated Marketing
Education
Fuller Theological Seminary 2004 — 2007
Master of Arts (M.A.), Theology
Azusa Pacific University 2002 — 2004
Bachelor of Arts (B.A.), Business Administration
Huntington Group - A Full Service Real Estate and Mortgage Company June 2015 - Present
Fuller Theological Seminary December 2011 - August 2015
Fuller Theological Seminary July 2013 - July 2015
Fuller Theological Seminary December 2011 - July 2013
Pasadena Star News September 2010 - December 2012
Russ Reid Company March 2011 - October 2011
Azusa Pacific University September 2008 - March 2011
International Church of the Foursquare Gospel July 2007 - March 2008
Thornston Educational Fund April 2004 - August 2007
Morgan Stanley January 2001 - July 2002
Skills
Strategy, Non-profits, Fundraising, Proposal Writing, Social Media, Public Speaking, Event Planning, Marketing, Strategic Planning, Research, Event Management, Blogging, Social Media Marketing, Marketing Communications, Advertising, Marketing Strategy, Online Advertising, Social Networking, Community Outreach, Department Budget..., Client Relations Skills, Code of Ethics, Critical Thinking, Nonprofits, Grant Writing, Training, Management, Volunteer Management, Integrated Marketing
Education
Fuller Theological Seminary 2004 — 2007
Master of Arts (M.A.), Theology
Azusa Pacific University 2002 — 2004
Bachelor of Arts (B.A.), Business Administration
John McCrary's Morgan Stanley Experience May 2014 - August 2014
Job Graduate Student at Auburn University
Industry Investment Management
Experience
Auburn University Summer InternCourse HeroMay 2015 - Present
Morgan Stanley May 2014 - August 2014
Caterpillar Inc. May 2013 - August 2013
Hartbrook Company May 2012 - August 2012
Skills
Finance, Microsoft Excel, Sales
Education
Auburn University, College of Business 2015 — 2017
Master’s Degree, MBA and Hopeful for Masters in Finance, 1st year
Auburn University 2011 — 2015
Bachelor’s Degree, Finance, Graduate
Auburn University, College of Business 2011 — 2015
Bachelor's degree, Finance and Financial Management Services
Auburn University Summer InternCourse HeroMay 2015 - Present
Morgan Stanley May 2014 - August 2014
Caterpillar Inc. May 2013 - August 2013
Hartbrook Company May 2012 - August 2012
Skills
Finance, Microsoft Excel, Sales
Education
Auburn University, College of Business 2015 — 2017
Master’s Degree, MBA and Hopeful for Masters in Finance, 1st year
Auburn University 2011 — 2015
Bachelor’s Degree, Finance, Graduate
Auburn University, College of Business 2011 — 2015
Bachelor's degree, Finance and Financial Management Services
Caroline Galluzzi's Morgan Stanley Experience June 2015 - Present
Job Avid Researcher
Industry Retail
Experience
Morgan Stanley June 2015 - Present
Nordstrom December 2014 - April 2015
JPMorgan Chase July 2014 - November 2014
Neu-Life Community Resource Center September 2012 - May 2014
Historic Milwaukee, Inc. June 2013 - December 2013
Cuzzins Yogurt May 2011 - August 2012
Ave Maria University January 2012 - May 2012
Skills
History, Primary Research, Research, Editing, Microsoft Office, Social Media, Nonprofits, Experience working with..., Historic Preservation, QuickBooks, Event Management, Leadership
Education
Marquette University 2012 — 2014
Bachelor of Arts (B.A.), History, 3.868
Ave Maria University 2010 — 2012
History
Morgan Stanley June 2015 - Present
Nordstrom December 2014 - April 2015
JPMorgan Chase July 2014 - November 2014
Neu-Life Community Resource Center September 2012 - May 2014
Historic Milwaukee, Inc. June 2013 - December 2013
Cuzzins Yogurt May 2011 - August 2012
Ave Maria University January 2012 - May 2012
Skills
History, Primary Research, Research, Editing, Microsoft Office, Social Media, Nonprofits, Experience working with..., Historic Preservation, QuickBooks, Event Management, Leadership
Education
Marquette University 2012 — 2014
Bachelor of Arts (B.A.), History, 3.868
Ave Maria University 2010 — 2012
History
Patric Glassell's Morgan Stanley Experience April 2007 - December 2009
Job Vice President Relationship Management at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
Bank of America January 2010 - June 2013
Morgan Stanley April 2007 - December 2009
Citigroup September 2005 - March 2007
Education
Babson College 2000 — 2004
Bachelor of Science (B.S.)
Wells Fargo June 2013 - Present
Bank of America January 2010 - June 2013
Morgan Stanley April 2007 - December 2009
Citigroup September 2005 - March 2007
Education
Babson College 2000 — 2004
Bachelor of Science (B.S.)
Rebekah Smith Rebekah Smith's Morgan Stanley Experience November 2011 - April 2014
Job Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management April 2014 - Present
Morgan Stanley November 2011 - April 2014
Skills
Series 7, Retirement, Microsoft Office, Trading System, Web Services, Customer Service, Maintaining Strong..., Document Processing, Operational Systems, Branch Operation, Microsoft Excel, PowerPoint, Microsoft Word, Performance Reporting, Financial Services, Banking, Risk Management, Management
Education
Ave Maria University
Edison State College
Morgan Stanley Wealth Management April 2014 - Present
Morgan Stanley November 2011 - April 2014
Skills
Series 7, Retirement, Microsoft Office, Trading System, Web Services, Customer Service, Maintaining Strong..., Document Processing, Operational Systems, Branch Operation, Microsoft Excel, PowerPoint, Microsoft Word, Performance Reporting, Financial Services, Banking, Risk Management, Management
Education
Ave Maria University
Edison State College
Michael O'Keefe's Morgan Stanley Experience May 2014 - August 2014
Job Student at Assumption College
Industry Financial Services
Experience
Morgan Stanley May 2014 - August 2014
Skills
Wealth Management..., Investments, Wealth Management, Finance, Financial Analysis, Bloomberg
Education
Assumption College 2011 — 2015
Bachelor's degree, Sociology
Assumption College 2011 — 2015
Business Administration and Management, General
Morgan Stanley May 2014 - August 2014
Skills
Wealth Management..., Investments, Wealth Management, Finance, Financial Analysis, Bloomberg
Education
Assumption College 2011 — 2015
Bachelor's degree, Sociology
Assumption College 2011 — 2015
Business Administration and Management, General
Rahul Chaudhari's Morgan Stanley Experience April 2005 - June 2008
Job Solution Architect for BigData Analytics Actively Looking for Newer Challenges
Industry Computer Software
Experience
Zurich North America March 2015 - Present
Verizon Data Services November 2013 - October 2014
Verizon Data Services February 2012 - October 2013
Verizon Data Services October 2008 - February 2012
Wipro Technologies July 2008 - September 2008
Morgan Stanley April 2005 - June 2008
TCS 2001 - 2008
Skills
Oracle, Unix, SDLC, Software Project..., Unix Shell Scripting, PL/SQL, DB2, Requirements Analysis, Solution Architecture, SOA, Web Services, Agile Methodologies, Data Warehousing, Weblogic, Java Enterprise Edition, Shell Scripting, Software Development
Education
Babasaheb Bhimrao Ambedkar University 1997 — 2001
Bachelor of Engineering (B.E.), Computer Science, First
Sushil Himmatsinghka Vidyalaya, Wardha, Maharashtra 1992 — 1995
Mahila Ashram Vidyalaya, Wardha 1985 — 1992
High School, Primary and Secondary School, Primary and Secondary School
Zurich North America March 2015 - Present
Verizon Data Services November 2013 - October 2014
Verizon Data Services February 2012 - October 2013
Verizon Data Services October 2008 - February 2012
Wipro Technologies July 2008 - September 2008
Morgan Stanley April 2005 - June 2008
TCS 2001 - 2008
Skills
Oracle, Unix, SDLC, Software Project..., Unix Shell Scripting, PL/SQL, DB2, Requirements Analysis, Solution Architecture, SOA, Web Services, Agile Methodologies, Data Warehousing, Weblogic, Java Enterprise Edition, Shell Scripting, Software Development
Education
Babasaheb Bhimrao Ambedkar University 1997 — 2001
Bachelor of Engineering (B.E.), Computer Science, First
Sushil Himmatsinghka Vidyalaya, Wardha, Maharashtra 1992 — 1995
Mahila Ashram Vidyalaya, Wardha 1985 — 1992
High School, Primary and Secondary School, Primary and Secondary School
Chris Baumgartner's Morgan Stanley Experience May 1999 - February 2001
Job Senior Director Sales Innovation
Industry Biotechnology
Experience
Otsuka Pharmaceutical Companies (U.S.) May 2015 - Present
Otsuka Pharmaceutical Companies (U.S.) 2011 - April 2015
Otsuka Pharmaceutical Companies (U.S.) 2010 - October 2011
Otsuka Pharmaceutical Companies (U.S.) October 2009 - March 2010
Schering Plough- Coronary Care Group 2005 - 2009
Johnson & Johnson 2004 - 2005
Johnson & Johnson 2003 - 2005
Johnson & Johnson 2001 - 2003
Morgan Stanley May 1999 - February 2001
Skills
Leadership, Cross-functional Team..., Strategy, Strategic Planning, Managed Care, Product Launch, Sales, Training, Marketing, Pharmaceutical Industry, Sales Operations, Healthcare, Cardiology, Sales Effectiveness, New Business Development, Leadership Development, Performance Management, Business Strategy, Business Planning, Change Management, Team Building, Sales
Education
Harvard Business School 2013 — 2013
Executive Education, Aligning Strategy and Sales
University of Florida 2008 — 2010
Master of Business Administration (M.B.A.)
Austin Peay State University 1994 — 1999
Bachelor's Degree, Finance, General
Otsuka Pharmaceutical Companies (U.S.) May 2015 - Present
Otsuka Pharmaceutical Companies (U.S.) 2011 - April 2015
Otsuka Pharmaceutical Companies (U.S.) 2010 - October 2011
Otsuka Pharmaceutical Companies (U.S.) October 2009 - March 2010
Schering Plough- Coronary Care Group 2005 - 2009
Johnson & Johnson 2004 - 2005
Johnson & Johnson 2003 - 2005
Johnson & Johnson 2001 - 2003
Morgan Stanley May 1999 - February 2001
Skills
Leadership, Cross-functional Team..., Strategy, Strategic Planning, Managed Care, Product Launch, Sales, Training, Marketing, Pharmaceutical Industry, Sales Operations, Healthcare, Cardiology, Sales Effectiveness, New Business Development, Leadership Development, Performance Management, Business Strategy, Business Planning, Change Management, Team Building, Sales
Education
Harvard Business School 2013 — 2013
Executive Education, Aligning Strategy and Sales
University of Florida 2008 — 2010
Master of Business Administration (M.B.A.)
Austin Peay State University 1994 — 1999
Bachelor's Degree, Finance, General
Jessica Nunnally Howard Jessica Nunnally Howard's Morgan Stanley Experience May 2012 - Present
Job Registered Client Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2012 - Present
Merrill Lynch May 2009 - May 2012
Skills
Microsoft Office, Morningstar, Salesforce.com, Financial Analysis, Financial Reporting, Account Management
Education
Auburn University 2005 — 2009
Finance & Economics
Auburn University, College of Business 2005 — 2009
BS, Finance
Morgan Stanley May 2012 - Present
Merrill Lynch May 2009 - May 2012
Skills
Microsoft Office, Morningstar, Salesforce.com, Financial Analysis, Financial Reporting, Account Management
Education
Auburn University 2005 — 2009
Finance & Economics
Auburn University, College of Business 2005 — 2009
BS, Finance
Jessie Marmolejo's Morgan Stanley Experience January 1998 - January 2000
Job Senior Investment Coordinator at Summit Equities Inc.
Industry Financial Services
Experience
Summit Financial Resources, Inc. March 2002 - Present
Express Personnel Professional Staffing Services January 2000 - January 2002
Morgan Stanley January 1998 - January 2000
Skills
Finance, Investments, Series 7, Marketing, Psychology, Human Resources, Recruiting, Fixed Annuities, Retirement Planning, Asset Allocation, Strategic Financial..., Administrative..., Insurance, Sales Management, Direct Sales, Public Speaking, Elementary Education, Special Education, Cognitive Psychology, Cognitive Assessment, Child Development, Brokerage, Accounts Payable, Accounts Receivable, Industrial..., Variable Annuities, Active Listening, Problem Solving, Critical Thinking, Compliance, Financial Planning, Administrative...
Education
Ashford University 2011 — 2013
Master's Degree in Education, Child Development, Alumni
Ashford University 2008 — 2011
Bachelor's degree, Psychology
Summit Financial Resources, Inc. March 2002 - Present
Express Personnel Professional Staffing Services January 2000 - January 2002
Morgan Stanley January 1998 - January 2000
Skills
Finance, Investments, Series 7, Marketing, Psychology, Human Resources, Recruiting, Fixed Annuities, Retirement Planning, Asset Allocation, Strategic Financial..., Administrative..., Insurance, Sales Management, Direct Sales, Public Speaking, Elementary Education, Special Education, Cognitive Psychology, Cognitive Assessment, Child Development, Brokerage, Accounts Payable, Accounts Receivable, Industrial..., Variable Annuities, Active Listening, Problem Solving, Critical Thinking, Compliance, Financial Planning, Administrative...
Education
Ashford University 2011 — 2013
Master's Degree in Education, Child Development, Alumni
Ashford University 2008 — 2011
Bachelor's degree, Psychology
Bradley Kessel's Morgan Stanley Experience September 2008 - January 2009
Job Associate at AlixPartners
Industry Financial Services
Experience
AlixPartners May 2015 - Present
Zolfo Cooper June 2012 - April 2015
FactSet Research Systems August 2011 - June 2012
Darling Consulting Group May 2010 - June 2011
Mercer June 2009 - April 2010
Morgan Stanley September 2008 - January 2009
Canaccord Adams June 2007 - August 2007
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Financial Services, Data Analysis, Economics, Bloomberg, Fixed Income, PowerPoint, Equity Research, Microsoft Office, ALM, Strategy, Finance
Education
Babson College 2006 — 2010
B.S., Computational Finance
Universiteit Maastricht
AlixPartners May 2015 - Present
Zolfo Cooper June 2012 - April 2015
FactSet Research Systems August 2011 - June 2012
Darling Consulting Group May 2010 - June 2011
Mercer June 2009 - April 2010
Morgan Stanley September 2008 - January 2009
Canaccord Adams June 2007 - August 2007
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Financial Services, Data Analysis, Economics, Bloomberg, Fixed Income, PowerPoint, Equity Research, Microsoft Office, ALM, Strategy, Finance
Education
Babson College 2006 — 2010
B.S., Computational Finance
Universiteit Maastricht
William L. Howell, Jr. CFP® William L. Howell, Jr. CFP®'s Morgan Stanley Experience January 2002 - February 2010
Job Assoc VP/ Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial February 2010 - Present
Morgan Stanley January 2002 - February 2010
Skills
Portfolio Management, Finance, Investments, Wealth Management, Series 7, Retirement Planning, Mutual Funds, Financial Planning, Equities, Securities, Asset Allocation
Education
Auburn University, College of Business 1971 — 1975
BS, Business Administration
Ameriprise Financial February 2010 - Present
Morgan Stanley January 2002 - February 2010
Skills
Portfolio Management, Finance, Investments, Wealth Management, Series 7, Retirement Planning, Mutual Funds, Financial Planning, Equities, Securities, Asset Allocation
Education
Auburn University, College of Business 1971 — 1975
BS, Business Administration
Streeter Wiatt Streeter Wiatt's Morgan Stanley Experience April 2010 - February 2011
Job SBTS Student
Industry Religious Institutions
Experience
Southern Baptist Theological Seminary August 2014 - Present
UBS Investment Bank March 2011 - Present
Morgan Stanley April 2010 - February 2011
Duncan-Williams, Inc. June 2009 - September 2009
Merrill Lynch 2008 - 2008
Skills
Commodity, Fixed Income
Education
Auburn University 2004 — 2009
Finance
Southern Baptist Theological Seminary August 2014 - Present
UBS Investment Bank March 2011 - Present
Morgan Stanley April 2010 - February 2011
Duncan-Williams, Inc. June 2009 - September 2009
Merrill Lynch 2008 - 2008
Skills
Commodity, Fixed Income
Education
Auburn University 2004 — 2009
Finance
Brandon D. Brown Brandon D. Brown's Morgan Stanley Experience June 2004 - January 2014
Job Vice President Wealth Management
Industry Financial Services
Experience
UBS Wealth Management January 2014 - Present
Morgan Stanley June 2004 - January 2014
Education
Auburn University 2000 — 2004
Bachelor of Business Administration, Finance
UBS Wealth Management January 2014 - Present
Morgan Stanley June 2004 - January 2014
Education
Auburn University 2000 — 2004
Bachelor of Business Administration, Finance
Bruner Stephenson Bruner Stephenson's Morgan Stanley Experience January 1996 - January 1999
Job Financial Advisor at BB&T
Industry Financial Services
Experience
BB&T August 2014 - Present
BBVA Compass January 2009 - July 2010
Colonial Bank 2003 - 2009
Morgan Stanley January 1996 - January 1999
Skills
Series 7, Series 65, Investments, Wealth Management, Retirement Planning, Estate Planning, Mutual Funds, Finance, Series 63, Portfolio Management, Fixed Annuities
Education
Auburn University 1988 — 1992
BS, Political Science
Auburn University
BB&T August 2014 - Present
BBVA Compass January 2009 - July 2010
Colonial Bank 2003 - 2009
Morgan Stanley January 1996 - January 1999
Skills
Series 7, Series 65, Investments, Wealth Management, Retirement Planning, Estate Planning, Mutual Funds, Finance, Series 63, Portfolio Management, Fixed Annuities
Education
Auburn University 1988 — 1992
BS, Political Science
Auburn University
Shane Schoenith Shane Schoenith's Morgan Stanley Experience November 2007 - February 2012
Job Assistant Vice President, Alternative Investment Solutions at State Street
Industry Financial Services
Experience
State Street February 2014 - Present
State Street February 2012 - Present
Morgan Stanley November 2007 - February 2012
PriceWaterhouseCoopers August 2005 - November 2007
Skills
Structured Finance, Financial Reporting, Financial Analysis
Education
Auburn University, College of Business 2000 — 2005
Master of Accountancy (MAc), BSBA - Accounting
State Street February 2014 - Present
State Street February 2012 - Present
Morgan Stanley November 2007 - February 2012
PriceWaterhouseCoopers August 2005 - November 2007
Skills
Structured Finance, Financial Reporting, Financial Analysis
Education
Auburn University, College of Business 2000 — 2005
Master of Accountancy (MAc), BSBA - Accounting
Cassie Rinehart Cassie Rinehart's Morgan Stanley Experience February 2002 - June 2014
Job Founder & CEO, BrightBrained Toys
Industry Wholesale
Experience
PNC March 2015 - Present
Bright-Brained™ Toys July 2012 - Present
Bright Pink April 2014 - Present
Morgan Stanley February 2002 - June 2014
Film/tv/commercial - Los Angeles, CA July 2001 - 2003
Skills
Strategic Financial..., Investments, Finance, Alternative Investments, Management, Financial Planning, Series 7, Estate Planning, Financial Services, Insurance, Asset Management, Portfolio Management, Wealth Management, Entrepreneurship, Wealth, Financial Advisory, Series 63
Education
Auburn University 1996 — 2000
BS-Finance, Biosystems Engineering
PNC March 2015 - Present
Bright-Brained™ Toys July 2012 - Present
Bright Pink April 2014 - Present
Morgan Stanley February 2002 - June 2014
Film/tv/commercial - Los Angeles, CA July 2001 - 2003
Skills
Strategic Financial..., Investments, Finance, Alternative Investments, Management, Financial Planning, Series 7, Estate Planning, Financial Services, Insurance, Asset Management, Portfolio Management, Wealth Management, Entrepreneurship, Wealth, Financial Advisory, Series 63
Education
Auburn University 1996 — 2000
BS-Finance, Biosystems Engineering
Vassilis (Basil) Trikatzopoulos Vassilis (Basil) Trikatzopoulos's Morgan Stanley Experience October 2000 - April 2002
Job A Better Way to coinvest, direct investments.
Industry Venture Capital & Private Equity
Experience
Noah Capital December 2010 - Present
Pevadi Brothers S.A. January 2005 - November 2010
New York Life Insurance Company December 2002 - December 2004
Morgan Stanley October 2000 - April 2002
Pevadi Brothers S.A. January 1995 - September 2000
Pevadi Shipping Holdings Corp. September 1984 - December 1994
Skills
Funding, Venture Capital, Alternative Investments, Investment Strategies, Wealth Management, International Business, Strategy Development, Negotiation, Sales Management, Strategy, Private Equity, Investments, Management, Start-ups, Real Estate, Strategic Partnerships, Finance, Entrepreneurship, Angel Investing, Corporate Development, Mergers & Acquisitions, Private Placements, Business Strategy, Financial Modeling
Education
Bentley College 1991 — 1993
MS in Finance
Babson College 1986 — 1989
BSBA, Management, Entrepreneurship
Deree College 1984 — 1986
Athens University of Economics and Business 1984 — 1986
Athens College 1973 — 1984
Noah Capital December 2010 - Present
Pevadi Brothers S.A. January 2005 - November 2010
New York Life Insurance Company December 2002 - December 2004
Morgan Stanley October 2000 - April 2002
Pevadi Brothers S.A. January 1995 - September 2000
Pevadi Shipping Holdings Corp. September 1984 - December 1994
Skills
Funding, Venture Capital, Alternative Investments, Investment Strategies, Wealth Management, International Business, Strategy Development, Negotiation, Sales Management, Strategy, Private Equity, Investments, Management, Start-ups, Real Estate, Strategic Partnerships, Finance, Entrepreneurship, Angel Investing, Corporate Development, Mergers & Acquisitions, Private Placements, Business Strategy, Financial Modeling
Education
Bentley College 1991 — 1993
MS in Finance
Babson College 1986 — 1989
BSBA, Management, Entrepreneurship
Deree College 1984 — 1986
Athens University of Economics and Business 1984 — 1986
Athens College 1973 — 1984
Jay Tricandure's Morgan Stanley Experience March 2011 - March 2014
Job Sr IT Executive
Industry Information Technology and Services
Experience
Indus Foundry Systems Inc. October 2002 - March 2015
Morgan Stanley March 2011 - March 2014
TheMarkets.com November 2006 - March 2011
Bank of America - Merrill Lynch August 2009 - October 2010
AllianceBernstein 2005 - 2005
Comverse 1998 - 2001
HCL Technologies 1997 - 1998
CMC Ltd 1994 - 1997
Skills
Vendor Management, Business Process..., Enterprise Architecture, Business Strategy, SDLC, Software Project..., Business Analysis, Agile & Waterfall..., Requirements Analysis, Process Improvement, Cross-functional Team..., Management, Business Intelligence, Project Portfolio..., IT Strategy, Leadership, Business Development
Education
University of Massachusetts Lowell 1999 — 2002
MBA, Business
University of Mumbai 1991 — 1994
BSc(Tech), Computer Technology
University of Mumbai 1989 — 1991
Bsc (Elect.), Physics & Electronics
Atomic Energy Central School 1985 — 1987
Indus Foundry Systems Inc. October 2002 - March 2015
Morgan Stanley March 2011 - March 2014
TheMarkets.com November 2006 - March 2011
Bank of America - Merrill Lynch August 2009 - October 2010
AllianceBernstein 2005 - 2005
Comverse 1998 - 2001
HCL Technologies 1997 - 1998
CMC Ltd 1994 - 1997
Skills
Vendor Management, Business Process..., Enterprise Architecture, Business Strategy, SDLC, Software Project..., Business Analysis, Agile & Waterfall..., Requirements Analysis, Process Improvement, Cross-functional Team..., Management, Business Intelligence, Project Portfolio..., IT Strategy, Leadership, Business Development
Education
University of Massachusetts Lowell 1999 — 2002
MBA, Business
University of Mumbai 1991 — 1994
BSc(Tech), Computer Technology
University of Mumbai 1989 — 1991
Bsc (Elect.), Physics & Electronics
Atomic Energy Central School 1985 — 1987
Mary Sobrepena's Morgan Stanley Experience January 2000 - August 2002
Job
Industry Computer Software
Experience
U.S. Department of the Treasury July 2012 - Present
NY Regional Census Center January 2010 - August 2010
Med-Port Transportation Services May 2009 - September 2009
AdroIT Software & Consulting Inc. February 2006 - October 2007
CDS (Daymon Associates, Inc.) October 2003 - November 2005
Morgan Stanley January 2000 - August 2002
UnumProvident April 1983 - September 1999
Progressive Corporation January 1982 - January 1983
Prudential Insurance December 1975 - June 1977
US Army October 1972 - October 1974
Skills
SDLC, Business Analysis, Vendor Management, Technical Recruiting, Visio, SQL, DB2, Testing, Management, COBOL, xPrssion, xAdmin
Education
Villanova University 2007 — 2007
Certificate, Essentials in Business Analysis
DeVry University 2003 — 2004
AAS, Computer Information Systems
Ateneo de Manila University 1977 — 1981
Business Engineering
Company provided
CICS Command Level
THEMIS
Fundamentals of DB2/SQL
U.S. Department of the Treasury July 2012 - Present
NY Regional Census Center January 2010 - August 2010
Med-Port Transportation Services May 2009 - September 2009
AdroIT Software & Consulting Inc. February 2006 - October 2007
CDS (Daymon Associates, Inc.) October 2003 - November 2005
Morgan Stanley January 2000 - August 2002
UnumProvident April 1983 - September 1999
Progressive Corporation January 1982 - January 1983
Prudential Insurance December 1975 - June 1977
US Army October 1972 - October 1974
Skills
SDLC, Business Analysis, Vendor Management, Technical Recruiting, Visio, SQL, DB2, Testing, Management, COBOL, xPrssion, xAdmin
Education
Villanova University 2007 — 2007
Certificate, Essentials in Business Analysis
DeVry University 2003 — 2004
AAS, Computer Information Systems
Ateneo de Manila University 1977 — 1981
Business Engineering
Company provided
CICS Command Level
THEMIS
Fundamentals of DB2/SQL
Sundar V's Morgan Stanley Experience July 2010 - June 2011
Job Vice President at Citi
Industry Financial Services
Experience
Citi June 2011 - Present
Morgan Stanley July 2010 - June 2011
Fannie Mae April 2010 - June 2010
Morgan Stanley 2007 - 2009
Goldman Sachs June 2006 - August 2007
Skills
Equities, Fixed Income, Management, Sybase, Analysis, Capital Markets, Portfolio Management, Risk Management, BigData Analytics, Data Strategy Formation, Predictive Analytics, Descriptive analytics, Machine Learning, Electronic Trading
Education
B. M. S. College of Engineering
Rutgers University-New Brunswick
Citi June 2011 - Present
Morgan Stanley July 2010 - June 2011
Fannie Mae April 2010 - June 2010
Morgan Stanley 2007 - 2009
Goldman Sachs June 2006 - August 2007
Skills
Equities, Fixed Income, Management, Sybase, Analysis, Capital Markets, Portfolio Management, Risk Management, BigData Analytics, Data Strategy Formation, Predictive Analytics, Descriptive analytics, Machine Learning, Electronic Trading
Education
B. M. S. College of Engineering
Rutgers University-New Brunswick
Jerome Strong's Morgan Stanley Experience January 2007 - December 2007
Job President & CEO
Industry Writing and Editing
Experience
Academe Publishing & Co. January 2009 - Present
National Association of Securities Professionals SanFrancisco January 2007 - January 2009
Merrill Lynch January 2008 - December 2008
Morgan Stanley January 2007 - December 2007
M.L. Stern & Co. LLC January 2006 - December 2006
New Haven Public Schools June 2002 - June 2005
Skills
Investments, Public Speaking, Fundraising, Non-profits, Strategic Planning, Teaching, Publishing
Education
Yale University 2001 — 2004
M. Div., Religion & Ethics
Auburn University 1996 — 1998
B.Sc., Microbiology
Academe Publishing & Co. January 2009 - Present
National Association of Securities Professionals SanFrancisco January 2007 - January 2009
Merrill Lynch January 2008 - December 2008
Morgan Stanley January 2007 - December 2007
M.L. Stern & Co. LLC January 2006 - December 2006
New Haven Public Schools June 2002 - June 2005
Skills
Investments, Public Speaking, Fundraising, Non-profits, Strategic Planning, Teaching, Publishing
Education
Yale University 2001 — 2004
M. Div., Religion & Ethics
Auburn University 1996 — 1998
B.Sc., Microbiology
Alexander Choi's Morgan Stanley Experience September 2010 - Present
Job FX Institutional Coverage Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2010 - Present
Morgan Stanley September 2006 - September 2010
Fox News September 2004 - September 2006
Skills
Financial Analysis, Derivatives, Corporate Finance, Investments, Series 7, Financial Services, Foreign Exchange, Manage Client..., NDF
Education
Babson College 2000 — 2004
Bachelor of Science (B.S.), Finance, Marketing
Horace Mann
Morgan Stanley September 2010 - Present
Morgan Stanley September 2006 - September 2010
Fox News September 2004 - September 2006
Skills
Financial Analysis, Derivatives, Corporate Finance, Investments, Series 7, Financial Services, Foreign Exchange, Manage Client..., NDF
Education
Babson College 2000 — 2004
Bachelor of Science (B.S.), Finance, Marketing
Horace Mann
Elliott Parr's Morgan Stanley Experience June 2005 - June 2007
Job Financial Representative at Wealth Strategies Northwest
Industry Financial Services
Experience
Wealth Strategies Northwest August 2007 - Present
Morgan Stanley June 2005 - June 2007
Education
Austin College 2002 — 2006
Wealth Strategies Northwest August 2007 - Present
Morgan Stanley June 2005 - June 2007
Education
Austin College 2002 — 2006
Joshua Reynolds, CFA's Morgan Stanley Experience July 2009 - Present
Job Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2009 - Present
SummitAlliance Investment Group LLC 2002 - 2007
Perryman Financial Advisory 1999 - 2002
Skills
Equities, Equity Derivatives, Financial Modeling, Finance, Investment Management, Valuation, Financial Analysis, Capital Markets, Investments, Portfolio Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
MBA
Austin College 1997 — 2001
BA
Morgan Stanley July 2009 - Present
SummitAlliance Investment Group LLC 2002 - 2007
Perryman Financial Advisory 1999 - 2002
Skills
Equities, Equity Derivatives, Financial Modeling, Finance, Investment Management, Valuation, Financial Analysis, Capital Markets, Investments, Portfolio Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2007 — 2009
MBA
Austin College 1997 — 2001
BA
Jack Mulvaney, CFA's Morgan Stanley Experience April 2004 - August 2006
Job Head of Risk and Portfolio Analysis
Industry Financial Services
Experience
Indus Capital August 2010 - Present
Columbia Management March 2007 - July 2010
JPMorgan Chase September 2006 - March 2007
Morgan Stanley April 2004 - August 2006
Skills
Bloomberg, Investments, Equities, Hedge Funds, Valuation, Fixed Income, Financial Modeling, Analytics, Capital Markets, Mutual Funds, Portfolio Management, Asset Management, Alternative Investments, Asset Allocation, Derivatives, Risk Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA
Assumption College 1999 — 2003
BA, Mathematics
Indus Capital August 2010 - Present
Columbia Management March 2007 - July 2010
JPMorgan Chase September 2006 - March 2007
Morgan Stanley April 2004 - August 2006
Skills
Bloomberg, Investments, Equities, Hedge Funds, Valuation, Fixed Income, Financial Modeling, Analytics, Capital Markets, Mutual Funds, Portfolio Management, Asset Management, Alternative Investments, Asset Allocation, Derivatives, Risk Management
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA
Assumption College 1999 — 2003
BA, Mathematics
Chuck Beech's Morgan Stanley Experience January 2005 - May 2006
Job Investment Advisor Representative at Sigma Planning Corporation
Industry Financial Services
Experience
Sigma Financial Corporation June 2006 - Present
Sigma Planning Corporation June 2006 - Present
Morgan Stanley January 2005 - May 2006
Wunderlich Securities July 2003 - December 2004
Gaylord Container Corporation June 1999 - June 2003
MacMillan Bloedel Packaging May 1996 - May 1999
MacMillan Bloedel Packaging 1993 - 1996
MacMillan Bloedel Packaging 1985 - 1993
Education
Auburn University 1991 — 1995
MBA, Information Systems
University of Alabama 1979 — 1985
BS, Chemistry, Spanish, Music
Sigma Financial Corporation June 2006 - Present
Sigma Planning Corporation June 2006 - Present
Morgan Stanley January 2005 - May 2006
Wunderlich Securities July 2003 - December 2004
Gaylord Container Corporation June 1999 - June 2003
MacMillan Bloedel Packaging May 1996 - May 1999
MacMillan Bloedel Packaging 1993 - 1996
MacMillan Bloedel Packaging 1985 - 1993
Education
Auburn University 1991 — 1995
MBA, Information Systems
University of Alabama 1979 — 1985
BS, Chemistry, Spanish, Music
Steven Mandsager's Morgan Stanley Experience 2000 - 2002
Job Finance Director at CAPITAL Services
Industry Financial Services
Experience
CAPITAL Services 2015 - Present
CAPITAL Services 2011 - 2015
CAPITAL Services 2007 - 2011
Carlson School of Management April 2006 - May 2007
Target June 2006 - August 2006
Premier Bankcard, LLC 2002 - 2005
Morgan Stanley 2000 - 2002
Skills
Management, Leadership, Credit, Finance, Forecasting, Budgets, Analysis, Financial Analysis, Strategic Planning, Financial Modeling, Banking, Process Improvement, Risk Management, Business Analysis, Analytics
Education
University of Minnesota - Carlson School of Management 2005 — 2007
MBA, Finance and Management
Augustana University (SD) 1996 — 2000
BA, Business Administration - Minor, Economics
CAPITAL Services 2015 - Present
CAPITAL Services 2011 - 2015
CAPITAL Services 2007 - 2011
Carlson School of Management April 2006 - May 2007
Target June 2006 - August 2006
Premier Bankcard, LLC 2002 - 2005
Morgan Stanley 2000 - 2002
Skills
Management, Leadership, Credit, Finance, Forecasting, Budgets, Analysis, Financial Analysis, Strategic Planning, Financial Modeling, Banking, Process Improvement, Risk Management, Business Analysis, Analytics
Education
University of Minnesota - Carlson School of Management 2005 — 2007
MBA, Finance and Management
Augustana University (SD) 1996 — 2000
BA, Business Administration - Minor, Economics
Sydney Bovino's Morgan Stanley Experience October 2007 - May 2008
Job Assistant Vice President at State Street Alternative Investment Solutions
Industry Real Estate
Experience
State Street Alternative Investment Solutions June 2014 - Present
NorthStar Realty Finance March 2012 - June 2014
NorthStar Realty Finance May 2008 - March 2012
Morgan Stanley October 2007 - May 2008
Morgan Stanley March 2006 - September 2007
Pricewaterhouse Coopers August 2003 - February 2006
Reznick Group September 2001 - July 2003
Skills
SEC filings, Financial Reporting, GAAP, Auditing, Financial Analysis, Sarbanes-Oxley Act, Accounting, General Ledger, CPA, Account Reconciliation, US GAAP
Education
Auburn University 1997 — 2001
Bachelor of Science, Business Administration
State Street Alternative Investment Solutions June 2014 - Present
NorthStar Realty Finance March 2012 - June 2014
NorthStar Realty Finance May 2008 - March 2012
Morgan Stanley October 2007 - May 2008
Morgan Stanley March 2006 - September 2007
Pricewaterhouse Coopers August 2003 - February 2006
Reznick Group September 2001 - July 2003
Skills
SEC filings, Financial Reporting, GAAP, Auditing, Financial Analysis, Sarbanes-Oxley Act, Accounting, General Ledger, CPA, Account Reconciliation, US GAAP
Education
Auburn University 1997 — 2001
Bachelor of Science, Business Administration
Christine Esteban's Morgan Stanley Experience 2000 - 2011
Job VP, OD/HR, Chanel Inc. at CHANEL
Industry Luxury Goods & Jewelry
Experience
CHANEL July 2014 - Present
CHANEL September 2011 - July 2014
Morgan Stanley 2000 - 2011
American Express 1998 - 2000
Avon Products Inc. 1994 - 1998
Assessment Systems Incorporated 1993 - 1994
W.D. Scott Inc. 1989 - 1991
Skills
Succession Planning, Myers-Briggs Certified, Employee Engagement, Talent Acquisition, Talent Management, Leadership Development, Career Development, Instructional Design, Change Management, Culture Change, Organizational..., Performance Management, Executive Coaching, Onboarding, Recruiting, Leadership, Consulting, Management Development, Program Management
Education
Teachers College of Columbia University 1992 — 1993
MA, Organizational Psychology
Ateneo de Manila University 1985 — 1989
BA, Cum Laude, Interdisciplinary Studies
CHANEL July 2014 - Present
CHANEL September 2011 - July 2014
Morgan Stanley 2000 - 2011
American Express 1998 - 2000
Avon Products Inc. 1994 - 1998
Assessment Systems Incorporated 1993 - 1994
W.D. Scott Inc. 1989 - 1991
Skills
Succession Planning, Myers-Briggs Certified, Employee Engagement, Talent Acquisition, Talent Management, Leadership Development, Career Development, Instructional Design, Change Management, Culture Change, Organizational..., Performance Management, Executive Coaching, Onboarding, Recruiting, Leadership, Consulting, Management Development, Program Management
Education
Teachers College of Columbia University 1992 — 1993
MA, Organizational Psychology
Ateneo de Manila University 1985 — 1989
BA, Cum Laude, Interdisciplinary Studies
Chris Hodgens's Morgan Stanley Experience February 2004 - October 2005
Job Owner/President
Industry Computer Software
Experience
The App Dev Shop September 2011 - Present
Yodle, Inc. December 2007 - September 2011
PNC June 2006 - December 2007
Merrill Lynch October 2005 - June 2006
Morgan Stanley February 2004 - October 2005
Alltel Supply 1996 - 2004
Hormel Foods Tucker, GA 1994 - 1996
Skills
Online Advertising, Marketing, PPC, Mobile Marketing, Mobile Devices, Management, Sales Management, Online Marketing, Customer Retention, Salesforce.com, Mobile Applications, Google Adwords, Selling, Sales Operations, Web Marketing, SEO, HTML, Website Development, Java, Dreamweaver, Photoshop, Adobe Fireworks, Xcode
Education
Atlantic Cape Community College 2014 — 2015
Java, 4.0
Auburn University, College of Business 1990 — 1994
Bachelor of Science, Operations Management
W.A. Berry High School 1985 — 1989
Diploma, Advanced Academic
The App Dev Shop September 2011 - Present
Yodle, Inc. December 2007 - September 2011
PNC June 2006 - December 2007
Merrill Lynch October 2005 - June 2006
Morgan Stanley February 2004 - October 2005
Alltel Supply 1996 - 2004
Hormel Foods Tucker, GA 1994 - 1996
Skills
Online Advertising, Marketing, PPC, Mobile Marketing, Mobile Devices, Management, Sales Management, Online Marketing, Customer Retention, Salesforce.com, Mobile Applications, Google Adwords, Selling, Sales Operations, Web Marketing, SEO, HTML, Website Development, Java, Dreamweaver, Photoshop, Adobe Fireworks, Xcode
Education
Atlantic Cape Community College 2014 — 2015
Java, 4.0
Auburn University, College of Business 1990 — 1994
Bachelor of Science, Operations Management
W.A. Berry High School 1985 — 1989
Diploma, Advanced Academic
Amy Speranza's Morgan Stanley Experience July 2005 - February 2012
Job Manager, Leadership Development at GE
Industry Financial Services
Experience
GE March 2014 - Present
Morgan Stanley Global Wealth Management 2007 - February 2012
Morgan Stanley July 2005 - February 2012
Marsh Inc. 2003 - 2005
Prudential Securities 2001 - 2003
SIFMA 1998 - 2001
Skills
Leadership Development, Talent Management, Wealth Management, Organizational..., Financial Services, Performance Management, Vendor Management, Organizational..., Executive Coaching, Coaching, Business Development, Management, Talent Acquisition, Workshop Facilitation, Leadership, Employee Training, Strategy, Organizational Design, Management Consulting, Training, Program Management, Project Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
MBA, Business Administration and Management, General
Babson College 1990 — 1994
BS, Entrepreneurship/Entrepreneurial Studies
GE March 2014 - Present
Morgan Stanley Global Wealth Management 2007 - February 2012
Morgan Stanley July 2005 - February 2012
Marsh Inc. 2003 - 2005
Prudential Securities 2001 - 2003
SIFMA 1998 - 2001
Skills
Leadership Development, Talent Management, Wealth Management, Organizational..., Financial Services, Performance Management, Vendor Management, Organizational..., Executive Coaching, Coaching, Business Development, Management, Talent Acquisition, Workshop Facilitation, Leadership, Employee Training, Strategy, Organizational Design, Management Consulting, Training, Program Management, Project Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
MBA, Business Administration and Management, General
Babson College 1990 — 1994
BS, Entrepreneurship/Entrepreneurial Studies
Aaron Farnsworth's Morgan Stanley Experience September 2005 - October 2006
Job Vice President Finance
Industry Financial Services
Experience
Privately Owned Investment Advisory Firm October 2006 - Present
Morgan Stanley September 2005 - October 2006
BISYS Fund Services October 2003 - September 2005
EY October 2001 - October 2003
PwC July 1999 - June 2001
Skills
Financial Modeling, Financial Reporting, Private Equity, Valuation, Financial Analysis, Alternative Investments, Hedge Funds, Management, Equities, Finance, Asset Management, Corporate Finance, Due Diligence, Investments
Education
Babson College
Privately Owned Investment Advisory Firm October 2006 - Present
Morgan Stanley September 2005 - October 2006
BISYS Fund Services October 2003 - September 2005
EY October 2001 - October 2003
PwC July 1999 - June 2001
Skills
Financial Modeling, Financial Reporting, Private Equity, Valuation, Financial Analysis, Alternative Investments, Hedge Funds, Management, Equities, Finance, Asset Management, Corporate Finance, Due Diligence, Investments
Education
Babson College
Marilou Veloso's Morgan Stanley Experience 1987 - 2003
Job Accounting Professional
Industry Accounting
Experience
ServiceSource 2008 - 2013
Morgan Stanley 1987 - 2003
Skills
Financial Reporting, Auditing, Accounting, General Ledger, Bookkeeping, Sales, Microsoft Office, Process Improvement, SAP, Account Reconciliation, Tax
Education
Assumption College, San Lorenzo
ServiceSource 2008 - 2013
Morgan Stanley 1987 - 2003
Skills
Financial Reporting, Auditing, Accounting, General Ledger, Bookkeeping, Sales, Microsoft Office, Process Improvement, SAP, Account Reconciliation, Tax
Education
Assumption College, San Lorenzo
Prafulla Mahindrakar's Morgan Stanley Experience May 2008 - August 2008
Job Member of Technical Staff at VMware
Industry Computer Software
Experience
VMware July 2014 - Present
AHAlife February 2013 - July 2014
Next Jump May 2012 - February 2013
Deutsche Bank October 2010 - April 2012
Inovis July 2009 - September 2010
Morgan Stanley May 2008 - August 2008
TCS 2005 - 2007
Skills
Java, Algorithms, Java Enterprise Edition, JIRA, JavaSE, Spring, Data Structures, Quality Center, Red Hat Linux, TIBCO Rendezvous, Apache, SQL
Education
Georgia Institute of Technology 2007 — 2009
Masters, Computer Science
Veermata Jijabai Technological Institute 2001 — 2005
BE, Computer Engineering
Atomic Energy Central School 1999 — 2001
VMware July 2014 - Present
AHAlife February 2013 - July 2014
Next Jump May 2012 - February 2013
Deutsche Bank October 2010 - April 2012
Inovis July 2009 - September 2010
Morgan Stanley May 2008 - August 2008
TCS 2005 - 2007
Skills
Java, Algorithms, Java Enterprise Edition, JIRA, JavaSE, Spring, Data Structures, Quality Center, Red Hat Linux, TIBCO Rendezvous, Apache, SQL
Education
Georgia Institute of Technology 2007 — 2009
Masters, Computer Science
Veermata Jijabai Technological Institute 2001 — 2005
BE, Computer Engineering
Atomic Energy Central School 1999 — 2001
Katherine Clase's Morgan Stanley Experience August 2002 - December 2002
Job Real Estate Agent at EWM Realtors
Industry Real Estate
Experience
EWM Realtors October 2006 - October 2010
Merrill Lynch September 2003 - April 2004
Morgan Stanley August 2002 - December 2002
Credit Suisse First Boston June 2002 - August 2002
Education
University of Miami 2004 — 2006
MBA, Finance
Babson College 2000 — 2003
BA, Finance, Economics
EWM Realtors October 2006 - October 2010
Merrill Lynch September 2003 - April 2004
Morgan Stanley August 2002 - December 2002
Credit Suisse First Boston June 2002 - August 2002
Education
University of Miami 2004 — 2006
MBA, Finance
Babson College 2000 — 2003
BA, Finance, Economics
Anthony Durkan's Morgan Stanley Experience January 1997 - January 1998
Job Managing Director at Fidelity Investments
Industry Financial Services
Experience
Baseball Skills Academy January 2010 - Present
Fidelity Investments January 2003 - Present
Putnam Investments September 2010 - September 2011
Nichols College January 2007 - January 2011
Sentinel Benefits & Financial Group August 2009 - September 2010
Bancnorth Investment Group February 2008 - June 2009
Fidelity Investments January 2000 - January 2003
Fidelity Investments January 1998 - January 2000
Morgan Stanley January 1997 - January 1998
Education
Assumption College 1990 — 1993
BA, Economics
Shelton State Community College 1989 — 1990
Baseball Skills Academy January 2010 - Present
Fidelity Investments January 2003 - Present
Putnam Investments September 2010 - September 2011
Nichols College January 2007 - January 2011
Sentinel Benefits & Financial Group August 2009 - September 2010
Bancnorth Investment Group February 2008 - June 2009
Fidelity Investments January 2000 - January 2003
Fidelity Investments January 1998 - January 2000
Morgan Stanley January 1997 - January 1998
Education
Assumption College 1990 — 1993
BA, Economics
Shelton State Community College 1989 — 1990
Surya Kumar Saripella's Morgan Stanley Experience April 2009 - February 2012
Job Founder at SheetKraft
Industry Financial Services
Experience
SheetKraft March 2015 - Present
Quantum Phinance Consulting Pvt Ltd February 2012 - Present
Morgan Stanley April 2009 - February 2012
Quantum Phinance Consulting Pvt. Ltd. January 2008 - April 2009
Skills
Derivatives, Numerical Analysis, Monte Carlo Simulation, Quantitative Finance, Pricing, Fixed Income, Research, Risk Management, Financial Modeling, Equity Derivatives, Options, Quantitative Analysis, Quantitative Modeling
Education
University of Illinois at Urbana-Champaign 2006 — 2007
M.S. in Nuclear Engineering, Monte Carlo Methods
Indian Institute of Technology, Bombay 2001 — 2006
Dual Degree (B.Tech + M.Tech) in Mechanical Engineering, Numerical methods for PDEs
Atomic Energy Central School
SheetKraft March 2015 - Present
Quantum Phinance Consulting Pvt Ltd February 2012 - Present
Morgan Stanley April 2009 - February 2012
Quantum Phinance Consulting Pvt. Ltd. January 2008 - April 2009
Skills
Derivatives, Numerical Analysis, Monte Carlo Simulation, Quantitative Finance, Pricing, Fixed Income, Research, Risk Management, Financial Modeling, Equity Derivatives, Options, Quantitative Analysis, Quantitative Modeling
Education
University of Illinois at Urbana-Champaign 2006 — 2007
M.S. in Nuclear Engineering, Monte Carlo Methods
Indian Institute of Technology, Bombay 2001 — 2006
Dual Degree (B.Tech + M.Tech) in Mechanical Engineering, Numerical methods for PDEs
Atomic Energy Central School
Sapna Arvind's Morgan Stanley Experience December 2006 - May 2008
Job AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein April 2014 - January 2015
AIG July 2012 - May 2013
Deutsche Asset Management July 2010 - June 2012
Deutsche Asset Management June 2009 - August 2009
Morgan Stanley December 2006 - May 2008
Lehman Brothers, Chicago September 2004 - February 2006
Lehman Brothers, New York January 2003 - August 2004
Lehman Brothers, London January 2002 - December 2002
Lehman Brothers, New York August 2000 - December 2001
Skills
Product strategy, Sales Process, Creative Problem Solving, Teamwork, Asset Allocation, Financial Modeling, Product Management, Derivatives, Valuation, Bloomberg, Risk Management, Options, Financial Risk, Investments, Bonds, Structured Products, Equity Derivatives
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA, Track in Finance specializing in Asset Management
New York University - Leonard N. Stern School of Business 1998 — 1999
BS, Finance
Assumption University 1996 — 1998
Transfer student, Business Administration
AllianceBernstein April 2014 - January 2015
AIG July 2012 - May 2013
Deutsche Asset Management July 2010 - June 2012
Deutsche Asset Management June 2009 - August 2009
Morgan Stanley December 2006 - May 2008
Lehman Brothers, Chicago September 2004 - February 2006
Lehman Brothers, New York January 2003 - August 2004
Lehman Brothers, London January 2002 - December 2002
Lehman Brothers, New York August 2000 - December 2001
Skills
Product strategy, Sales Process, Creative Problem Solving, Teamwork, Asset Allocation, Financial Modeling, Product Management, Derivatives, Valuation, Bloomberg, Risk Management, Options, Financial Risk, Investments, Bonds, Structured Products, Equity Derivatives
Education
Massachusetts Institute of Technology - Sloan School of Management 2008 — 2010
MBA, Track in Finance specializing in Asset Management
New York University - Leonard N. Stern School of Business 1998 — 1999
BS, Finance
Assumption University 1996 — 1998
Transfer student, Business Administration
Gerardo del Rosario's Morgan Stanley Experience August 2007 - July 2008
Job IT Professional at Nomura Securities
Industry Information Technology and Services
Experience
Nomura Securities January 2010 - Present
Blue Eagle Consulting NJ October 2008 - Present
Morgan Stanley August 2007 - July 2008
Nomura Securities, Inc. August 2004 - August 2007
Lehman Brothers September 2003 - August 2004
Nabisco 1991 - 1997
Skills
Java, ETL, SQL, Data Analysis, Crystal Reports, Software Development, Unix, Natural, SDLC, ADABAS, DB2, Systems Analysis, Business Analysis, Data Warehousing, Requirements Gathering, IT Strategy, Databases, Problem Solving, Linux server..., Business Objects, Intellimatch, Requirements Analysis, Mainframe
Education
O'Reilly School of Technology 2011 — 2011
Certificate
University of Pennsylvania 1982 — 1984
M.S.
Ateneo de Manila University 1976 — 1980
BS
Nomura Securities January 2010 - Present
Blue Eagle Consulting NJ October 2008 - Present
Morgan Stanley August 2007 - July 2008
Nomura Securities, Inc. August 2004 - August 2007
Lehman Brothers September 2003 - August 2004
Nabisco 1991 - 1997
Skills
Java, ETL, SQL, Data Analysis, Crystal Reports, Software Development, Unix, Natural, SDLC, ADABAS, DB2, Systems Analysis, Business Analysis, Data Warehousing, Requirements Gathering, IT Strategy, Databases, Problem Solving, Linux server..., Business Objects, Intellimatch, Requirements Analysis, Mainframe
Education
O'Reilly School of Technology 2011 — 2011
Certificate
University of Pennsylvania 1982 — 1984
M.S.
Ateneo de Manila University 1976 — 1980
BS
Melissa Givens's Morgan Stanley Experience March 2014 - Present
Job Executive Administration at Morgan Stanley
Industry Public Relations and Communications
Experience
Morgan Stanley March 2014 - Present
Moore Capital Management November 2012 - December 2013
Autism Speaks July 2009 - November 2012
The Ritz-Carlton Hotel Company February 2006 - February 2009
The Ritz-Carlton Resorts of Naples February 2006 - February 2007
Autism Speaks 2005 - 2006
NBC Universal 2004 - 2005
Education
Auburn University 2001 — 2003
Bachelor of Arts, Communication
Morgan Stanley March 2014 - Present
Moore Capital Management November 2012 - December 2013
Autism Speaks July 2009 - November 2012
The Ritz-Carlton Hotel Company February 2006 - February 2009
The Ritz-Carlton Resorts of Naples February 2006 - February 2007
Autism Speaks 2005 - 2006
NBC Universal 2004 - 2005
Education
Auburn University 2001 — 2003
Bachelor of Arts, Communication
Nalin Silva's Morgan Stanley Experience 2007 - 2008
Job Computer & Network Security Professional
Industry Computer & Network Security
Experience
TMX Group 2011 - Present
Symcor Inc 2008 - 2011
Morgan Stanley 2007 - 2008
Keane 2004 - 2008
Keane Canada 2004 - 2008
Keane, Markham (ON), Canada 2004 - 2006
Lanka Internet Service Ltd 1998 - 2004
Education
Auburn University
University of Moratuwa
TMX Group 2011 - Present
Symcor Inc 2008 - 2011
Morgan Stanley 2007 - 2008
Keane 2004 - 2008
Keane Canada 2004 - 2008
Keane, Markham (ON), Canada 2004 - 2006
Lanka Internet Service Ltd 1998 - 2004
Education
Auburn University
University of Moratuwa
Amanda Raney's Morgan Stanley Experience April 2015 - Present
Job VP; Associate Complex Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Morgan Stanley Wealth Management April 2013 - Present
Merrill Lynch May 2011 - February 2013
LEAD for Women Virtual Chapter May 2011 - May 2012
Bank of America July 2010 - January 2012
Envision 20/20 "Recruitable Communities" Initiative June 2010 - June 2011
Bank of America February 2010 - June 2011
River Region United Way June 2009 - June 2011
Merrill Lynch Global Wealth Management August 2006 - May 2011
River Region Health Information Exchange Initiative January 2010 - December 2010
Skills
Program Management, Performance Management, Leadership Development, Fundraising, Strategy, Customer Experience, Leadership, Business Planning, Sales Management
Education
Auburn University at Montgomery 2008 — 2013
MBA
Jacksonville University 2005 — 2006
BBA
Huntingdon College 2001 — 2003
Morgan Stanley April 2015 - Present
Morgan Stanley Wealth Management April 2013 - Present
Merrill Lynch May 2011 - February 2013
LEAD for Women Virtual Chapter May 2011 - May 2012
Bank of America July 2010 - January 2012
Envision 20/20 "Recruitable Communities" Initiative June 2010 - June 2011
Bank of America February 2010 - June 2011
River Region United Way June 2009 - June 2011
Merrill Lynch Global Wealth Management August 2006 - May 2011
River Region Health Information Exchange Initiative January 2010 - December 2010
Skills
Program Management, Performance Management, Leadership Development, Fundraising, Strategy, Customer Experience, Leadership, Business Planning, Sales Management
Education
Auburn University at Montgomery 2008 — 2013
MBA
Jacksonville University 2005 — 2006
BBA
Huntingdon College 2001 — 2003
Abigail Boyd's Morgan Stanley Experience Enforcement InternCommodity Futures Trading Commission
Job Vice President, Legal and Compliance Division
Industry Financial Services
Experience
Morgan Stanley Enforcement InternCommodity Futures Trading Commission
Kroll October 2008 - March 2009
FINRA May 2008 - August 2008
Oppenheimer & Co. February 2007 - April 2008
Domaine Select Wine Estates April 2004 - May 2006
Education
New York Law School 2006 — 2009
Babson College
PJ
Morgan Stanley Enforcement InternCommodity Futures Trading Commission
Kroll October 2008 - March 2009
FINRA May 2008 - August 2008
Oppenheimer & Co. February 2007 - April 2008
Domaine Select Wine Estates April 2004 - May 2006
Education
New York Law School 2006 — 2009
Babson College
PJ
Sheila Mayhew's Morgan Stanley Experience September 2009 - Present
Job Supervisory Analyst/Editor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2009 - Present
Banc of America Securities 2005 - 2009
Morgan Stanley 2002 - 2005
Skills
Financial Services, Customer Service, Hedge Funds, Equities, Policy, Equity Research, Public Speaking, Fixed Income, Bloomberg, FINRA, Strategy, Capital Markets, Financial Markets, Portfolio Management, Economics, Research, Investments, Asset Management, Securities, Editing, Securitization, FX Options, Derivatives
Education
Austin Peay State University
BA, Psychology; French; History
Morgan Stanley September 2009 - Present
Banc of America Securities 2005 - 2009
Morgan Stanley 2002 - 2005
Skills
Financial Services, Customer Service, Hedge Funds, Equities, Policy, Equity Research, Public Speaking, Fixed Income, Bloomberg, FINRA, Strategy, Capital Markets, Financial Markets, Portfolio Management, Economics, Research, Investments, Asset Management, Securities, Editing, Securitization, FX Options, Derivatives
Education
Austin Peay State University
BA, Psychology; French; History
Jonathan Braatz's Morgan Stanley Experience June 2008 - Present
Job Atlanta, Ga
Industry Financial Services
Experience
Morgan Stanley June 2008 - Present
Wachovia Securities January 2000 - June 2008
J.C. Bradford & Co January 1995 - January 2000
The Robinson Humphrey Company November 1989 - January 1995
Skills
Mergers, Mutual Funds, Securities, Investments, Finance, Equities, Portfolio Management, Series 7, Series 63
Education
Auburn University, College of Business 1984 — 1989
BS, Finance
Morgan Stanley June 2008 - Present
Wachovia Securities January 2000 - June 2008
J.C. Bradford & Co January 1995 - January 2000
The Robinson Humphrey Company November 1989 - January 1995
Skills
Mergers, Mutual Funds, Securities, Investments, Finance, Equities, Portfolio Management, Series 7, Series 63
Education
Auburn University, College of Business 1984 — 1989
BS, Finance
Steve Dorsey's Morgan Stanley Experience December 2011 - March 2014
Job Tech Lead at Telx Technical Command Center
Industry Computer Networking
Experience
Telx April 2015 - Present
Morgan Stanley December 2011 - March 2014
Lehman Brothers/Barclays Capital 2008 - 2009
Lehman Brothers April 1996 - November 2008
Dunn & Bradstreet October 1993 - April 1996
IBM December 1978 - February 1988
Skills
Database Administration, Sybase, Cisco Technologies, Market Data, Data Center, Linux, Unix, Disaster Recovery, Network Security, Visio, Solaris, VPN, IT Strategy, Perl, Leadership, ITIL, Firewalls, Networking, IT Operations, Integration, TCP/IP, IT Management, DNS, Infrastructure, System Deployment, Virtualization, Network Architecture, Servers, Routing, Switches, WAN, Business Continuity, Network Administration, Security, Network Design, IT Service Management, Vendor Management, Network Engineering, Active Directory, Incident Management, VMware, Cisco IOS, System Administration, Juniper, Checkpoint, Routers, VoIP, Citrix, Information Security, LAN-WAN
Education
Ashford College 2011 — 2011
Diploma with Honors, Project Management
Ashworth College 2010 — 2011
Degree in Project management 4.0 GPA, Project Management
Telx April 2015 - Present
Morgan Stanley December 2011 - March 2014
Lehman Brothers/Barclays Capital 2008 - 2009
Lehman Brothers April 1996 - November 2008
Dunn & Bradstreet October 1993 - April 1996
IBM December 1978 - February 1988
Skills
Database Administration, Sybase, Cisco Technologies, Market Data, Data Center, Linux, Unix, Disaster Recovery, Network Security, Visio, Solaris, VPN, IT Strategy, Perl, Leadership, ITIL, Firewalls, Networking, IT Operations, Integration, TCP/IP, IT Management, DNS, Infrastructure, System Deployment, Virtualization, Network Architecture, Servers, Routing, Switches, WAN, Business Continuity, Network Administration, Security, Network Design, IT Service Management, Vendor Management, Network Engineering, Active Directory, Incident Management, VMware, Cisco IOS, System Administration, Juniper, Checkpoint, Routers, VoIP, Citrix, Information Security, LAN-WAN
Education
Ashford College 2011 — 2011
Diploma with Honors, Project Management
Ashworth College 2010 — 2011
Degree in Project management 4.0 GPA, Project Management
Amy Reading's Morgan Stanley Experience 1997 - 1999
Job Analyst at KeyBanc Capital Markets
Industry Investment Banking
Experience
KeyBanc Capital Markets October 1999 - Present
Morgan Stanley 1997 - 1999
Skills
Investment Banking, Capital Markets, Series 7, Trading, Mutual Funds, Account Services, Money Market Funds
Education
Ashland University 1993 — 1995
BS, Fine Art
Olmsted Falls High School 1988 — 1991
KeyBanc Capital Markets October 1999 - Present
Morgan Stanley 1997 - 1999
Skills
Investment Banking, Capital Markets, Series 7, Trading, Mutual Funds, Account Services, Money Market Funds
Education
Ashland University 1993 — 1995
BS, Fine Art
Olmsted Falls High School 1988 — 1991
Sailaja Pudota's Morgan Stanley Experience 2004 - Present
Job Credit Risk at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley 2004 - Present
Deutsche Bank 2002 - 2004
Goldman Sachs 2000 - 2002
Skills
Credit Risk, Banking, Sybase, Basel II, Derivatives, Business Analysis, Credit, Unix, Risk Management, IT Management, Data Warehousing, Project Management, Basel III, Basel, Stress Testing, Swaps, Financial Services, Hedge Funds
Education
The George Washington University 2010 — 2012
Associate's Certificate
Avinashilingam Institute for Home Science and Higher Education for Women
Masters
St.Theresa's College For Women
Bachelors
Morgan Stanley 2004 - Present
Deutsche Bank 2002 - 2004
Goldman Sachs 2000 - 2002
Skills
Credit Risk, Banking, Sybase, Basel II, Derivatives, Business Analysis, Credit, Unix, Risk Management, IT Management, Data Warehousing, Project Management, Basel III, Basel, Stress Testing, Swaps, Financial Services, Hedge Funds
Education
The George Washington University 2010 — 2012
Associate's Certificate
Avinashilingam Institute for Home Science and Higher Education for Women
Masters
St.Theresa's College For Women
Bachelors
Trip Phillips, RICP®'s Morgan Stanley Experience May 1994 - September 2004
Job Financial Advisor & Retirement Plan Consultant Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. November 2014 - Present
Harbor Financial Services July 2007 - November 2014
Raymond James Financial Inc. September 2004 - July 2007
Morgan Stanley May 1994 - September 2004
Morgan Keegan & Company June 1989 - April 1994
Skills
Financial Planning, Retirement Planning, Retirement Income..., Investments, Mutual Funds, Variable Annuities, Stocks, Bonds, Wealth Management, Qualified Retirement..., IRAs, 401k, RICP®
Education
Auburn University 1982 — 1986
Bachelor of Science (B.S.), Business Administration, Management and Operations
Raymond James Financial Inc. November 2014 - Present
Harbor Financial Services July 2007 - November 2014
Raymond James Financial Inc. September 2004 - July 2007
Morgan Stanley May 1994 - September 2004
Morgan Keegan & Company June 1989 - April 1994
Skills
Financial Planning, Retirement Planning, Retirement Income..., Investments, Mutual Funds, Variable Annuities, Stocks, Bonds, Wealth Management, Qualified Retirement..., IRAs, 401k, RICP®
Education
Auburn University 1982 — 1986
Bachelor of Science (B.S.), Business Administration, Management and Operations
Eric Thorstensen's Morgan Stanley Experience April 2014 - Present
Job Software Engineer
Industry Information Technology and Services
Experience
Morgan Stanley April 2014 - Present
HBO January 2013 - April 2014
Bank of America Merrill Lynch January 2011 - January 2013
Nuance Communications June 2007 - January 2011
Skills
Java, SQL, Spring, JUnit, Python, JavaScript, Software Development
Education
Stevens Institute of Technology
Master of Science (M.S.), Computer Science
Ramapo College of New Jersey 2004 — 2007
Bachelor of Science (BS), Computer Science
Atlantic Cape Community College
Morgan Stanley April 2014 - Present
HBO January 2013 - April 2014
Bank of America Merrill Lynch January 2011 - January 2013
Nuance Communications June 2007 - January 2011
Skills
Java, SQL, Spring, JUnit, Python, JavaScript, Software Development
Education
Stevens Institute of Technology
Master of Science (M.S.), Computer Science
Ramapo College of New Jersey 2004 — 2007
Bachelor of Science (BS), Computer Science
Atlantic Cape Community College
Suzanne Atwater's Morgan Stanley Experience October 2006 - May 2009
Job Sr.Coordinator at Cardinal Health
Industry Financial Services
Experience
Cardinal Health June 2012 - Present
NiSource January 2010 - March 2011
Morgan Stanley October 2006 - May 2009
Skills
Financial Analysis, Process Improvement, Business Analysis, PeopleSoft, Finance, Portfolio Management, Business Process...
Education
Ashland University 2002 — 2005
BSBA, Finance
North Central State College 1999 — 2001
Associate's degree, Accounting
Cardinal Health June 2012 - Present
NiSource January 2010 - March 2011
Morgan Stanley October 2006 - May 2009
Skills
Financial Analysis, Process Improvement, Business Analysis, PeopleSoft, Finance, Portfolio Management, Business Process...
Education
Ashland University 2002 — 2005
BSBA, Finance
North Central State College 1999 — 2001
Associate's degree, Accounting
Chris Harmon's Morgan Stanley Experience September 2000 - March 2002
Job Director of Merchandising Brakes at Advance Auto Parts
Industry Retail
Experience
Advance Auto Parts July 2012 - Present
GPI - CARQUEST June 2011 - July 2012
Advance Auto Parts July 2005 - May 2011
Morgan Stanley September 2000 - March 2002
Transamerica March 1997 - September 2000
Skills
Purchasing, Merchandising, Product Development, Profit, Management, Leadership, Negotiation, Retail, Pricing, Strategic Planning, Inventory Management, Forecasting, Income Statement, Sales, Sales Management, Global Sourcing, Cross-functional Team..., Team Building, Competitive Analysis, Operations Management, Vendor Management, P&L Management, Customer Satisfaction, Budgets, Sales Operations, Analysis, Inventory Control, Financial Analysis, Automotive, B2B, Customer Retention, Business Planning, Marketing Strategy, Customer Service, Account Management, New Business Development, Sales Process, Team Leadership, Recruiting, Coaching, Market Research, Business Strategy, Process Improvement, Contract Negotiation, Selling, Pricing Strategy, Market Planning, Visual Merchandising, Brand Management, Strategy
Education
Averett University 1997 — 1999
MBA, Management
Radford University 1986 — 1991
B.B.A., Management
Advance Auto Parts July 2012 - Present
GPI - CARQUEST June 2011 - July 2012
Advance Auto Parts July 2005 - May 2011
Morgan Stanley September 2000 - March 2002
Transamerica March 1997 - September 2000
Skills
Purchasing, Merchandising, Product Development, Profit, Management, Leadership, Negotiation, Retail, Pricing, Strategic Planning, Inventory Management, Forecasting, Income Statement, Sales, Sales Management, Global Sourcing, Cross-functional Team..., Team Building, Competitive Analysis, Operations Management, Vendor Management, P&L Management, Customer Satisfaction, Budgets, Sales Operations, Analysis, Inventory Control, Financial Analysis, Automotive, B2B, Customer Retention, Business Planning, Marketing Strategy, Customer Service, Account Management, New Business Development, Sales Process, Team Leadership, Recruiting, Coaching, Market Research, Business Strategy, Process Improvement, Contract Negotiation, Selling, Pricing Strategy, Market Planning, Visual Merchandising, Brand Management, Strategy
Education
Averett University 1997 — 1999
MBA, Management
Radford University 1986 — 1991
B.B.A., Management
Blake Bentley's Morgan Stanley Experience August 2008 - December 2008
Job Assistant, Latin American Operations
Industry Sports
Experience
Toronto Blue Jays August 2010 - Present
Academia Internacional de Beisbol January 2010 - August 2010
Gwinnett Braves January 2009 - October 2009
Morgan Stanley August 2008 - December 2008
Sunco Carriers May 2007 - August 2007
Skills
Baseball, Budgets, Sales, Time Management, Sports Management, Sports Marketing, Scouting, Sports, Ticket Sales, Human Resources, Payroll, Sponsorship, Integrated Marketing, Athletics, Finance
Education
University of Florida 2012 — 2014
Master of Business Administration (MBA)
Auburn University 2004 — 2008
Bachelor of Science in Business Administration, Finance, Supply Chain Management
Toronto Blue Jays August 2010 - Present
Academia Internacional de Beisbol January 2010 - August 2010
Gwinnett Braves January 2009 - October 2009
Morgan Stanley August 2008 - December 2008
Sunco Carriers May 2007 - August 2007
Skills
Baseball, Budgets, Sales, Time Management, Sports Management, Sports Marketing, Scouting, Sports, Ticket Sales, Human Resources, Payroll, Sponsorship, Integrated Marketing, Athletics, Finance
Education
University of Florida 2012 — 2014
Master of Business Administration (MBA)
Auburn University 2004 — 2008
Bachelor of Science in Business Administration, Finance, Supply Chain Management
Kiran Kudli Nagaraja's Morgan Stanley Experience July 2011 - Present
Job Technology Analyst at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley July 2011 - Present
Carnegie Mellon University November 2010 - May 2011
Qualcomm May 2010 - August 2010
Carnegie Mellon University January 2010 - April 2010
Infosys Technologies Ltd 2004 - 2009
Skills
Unix, Software Development, Algorithms, C, C, Embedded Systems, Java, Linux, Perl, Python
Education
Carnegie Mellon University 2009 — 2011
Master's degree
B. M. S. College of Engineering
Morgan Stanley July 2011 - Present
Carnegie Mellon University November 2010 - May 2011
Qualcomm May 2010 - August 2010
Carnegie Mellon University January 2010 - April 2010
Infosys Technologies Ltd 2004 - 2009
Skills
Unix, Software Development, Algorithms, C, C, Embedded Systems, Java, Linux, Perl, Python
Education
Carnegie Mellon University 2009 — 2011
Master's degree
B. M. S. College of Engineering
Judith Vicks's Morgan Stanley Experience March 1997 - February 1998
Job Personal Banker
Industry Financial Services
Experience
Bank of America August 2015 - Present
Northcentral University October 2012 - Present
Self-Employed January 2008 - October 2012
Ameriprise Financial Services, Inc. July 2004 - December 2008
Bank One February 1999 - February 2004
New York Life Insurance Company June 1998 - January 1999
Morgan Stanley March 1997 - February 1998
Skills
Insurance, Financial Advisory, Financial Goals, Fixed Annuities, Strategic Financial..., Investments, Bonds, Stocks, Valuation, Retirement Planning, Uniform Combined State..., Series 7, Wealth Management, Retirement, Investment Advisory, Wealth Accumulation, IRAs, Series 63, Estate Planning, Asset Allocation, Life & Health Insurance..., Property & Casualty...
Education
Northcentral University 2012 — 2015
DBA/FIN, FINANCE
Western International University 2010 — 2012
in MBA, Finance, 3.86
Aurora University 1981 — 1984
BA, Psychology
Bank of America August 2015 - Present
Northcentral University October 2012 - Present
Self-Employed January 2008 - October 2012
Ameriprise Financial Services, Inc. July 2004 - December 2008
Bank One February 1999 - February 2004
New York Life Insurance Company June 1998 - January 1999
Morgan Stanley March 1997 - February 1998
Skills
Insurance, Financial Advisory, Financial Goals, Fixed Annuities, Strategic Financial..., Investments, Bonds, Stocks, Valuation, Retirement Planning, Uniform Combined State..., Series 7, Wealth Management, Retirement, Investment Advisory, Wealth Accumulation, IRAs, Series 63, Estate Planning, Asset Allocation, Life & Health Insurance..., Property & Casualty...
Education
Northcentral University 2012 — 2015
DBA/FIN, FINANCE
Western International University 2010 — 2012
in MBA, Finance, 3.86
Aurora University 1981 — 1984
BA, Psychology
Chad Adler's Morgan Stanley Experience November 2011 - August 2012
Job Account Executive, Capacity Management Solutions at McKesson
Industry Hospital & Health Care
Experience
McKesson November 2014 - Present
McKesson March 2014 - November 2014
McKesson January 2013 - April 2014
Romney for President August 2012 - November 2012
Morgan Stanley November 2011 - August 2012
Office of the Comptroller of the Currency February 2009 - November 2011
Citigroup Smith Barney May 2008 - July 2008
Skills
Healthcare Information..., Hospital Information..., Hospital Sales, Healthcare, Capital Management, Liquidity Management, Liquidity Risk, Interest Rate Risk..., Credit Analysis, Capacity Management, Finance, Banking, Financial Risk, Risk Management, Hospitals
Education
Auburn University 2005 — 2009
Bachelor of Science in Business Administration, Economics
Rangsit University - Bangkok, Thailand 2008 — 2008
International Economics
McKesson November 2014 - Present
McKesson March 2014 - November 2014
McKesson January 2013 - April 2014
Romney for President August 2012 - November 2012
Morgan Stanley November 2011 - August 2012
Office of the Comptroller of the Currency February 2009 - November 2011
Citigroup Smith Barney May 2008 - July 2008
Skills
Healthcare Information..., Hospital Information..., Hospital Sales, Healthcare, Capital Management, Liquidity Management, Liquidity Risk, Interest Rate Risk..., Credit Analysis, Capacity Management, Finance, Banking, Financial Risk, Risk Management, Hospitals
Education
Auburn University 2005 — 2009
Bachelor of Science in Business Administration, Economics
Rangsit University - Bangkok, Thailand 2008 — 2008
International Economics
Chaolin Zhao's Morgan Stanley Experience December 2011 - January 2012
Job Editor& Reporter at China Economic Herald Press
Industry Business Supplies and Equipment
Experience
China Economic Herald Press August 2013 - Present
Mobis Alabama June 2012 - June 2013
Morgan Stanley December 2011 - January 2012
Mobis Alabama 2012 - 2012
Total-Sinochem Fuels Co., Ltd June 2011 - July 2011
Skills
Finance, Training, Program Management, Financial Analysis, Corporate Finance, Data Analysis, Financial Modeling, Statistics, Accounting, Financial Reporting, PowerPoint, Microsoft Excel, Market Research, Microsoft Office, Research, Microsoft Word, Outlook, Budgets, Customer Service, Strategic Planning
Education
Auburn University 2010 — 2012
Master's degree, Finance, General, 3.83
Auburn University, College of Business 2010 — 2011
MBA
China Economic Herald Press August 2013 - Present
Mobis Alabama June 2012 - June 2013
Morgan Stanley December 2011 - January 2012
Mobis Alabama 2012 - 2012
Total-Sinochem Fuels Co., Ltd June 2011 - July 2011
Skills
Finance, Training, Program Management, Financial Analysis, Corporate Finance, Data Analysis, Financial Modeling, Statistics, Accounting, Financial Reporting, PowerPoint, Microsoft Excel, Market Research, Microsoft Office, Research, Microsoft Word, Outlook, Budgets, Customer Service, Strategic Planning
Education
Auburn University 2010 — 2012
Master's degree, Finance, General, 3.83
Auburn University, College of Business 2010 — 2011
MBA
Chad M. Darr, CFP®'s Morgan Stanley Experience 2004 - 2006
Job Vice President with Associated Bank
Industry Financial Services
Experience
Associated Bank April 2011 - Present
UBS 2007 - April 2011
JNBA Financial Advisors 2006 - 2007
Morgan Stanley 2004 - 2006
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Asset Management, Qualified Retirement..., Financial Planning, 401k, Defined Contribution
Education
Augsburg College
B.A., Finance, History
Associated Bank April 2011 - Present
UBS 2007 - April 2011
JNBA Financial Advisors 2006 - 2007
Morgan Stanley 2004 - 2006
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Asset Management, Qualified Retirement..., Financial Planning, 401k, Defined Contribution
Education
Augsburg College
B.A., Finance, History
Susan Richardson's Morgan Stanley Experience April 2002 - March 2013
Job Vice President at State Street Alternative Investment Solutions
Industry Investment Management
Experience
State Street Alternative Investment Solutions April 2013 - Present
Morgan Stanley April 2002 - March 2013
Lend Lease Real Estate Investments 1997 - 2003
Jefferson Wells June 1999 - March 2001
Equitable Real Estate Investment Management 1991 - 1997
Habif, Arogeti & Wynne,LLP January 1987 - June 1990
Education
Auburn University 1981 — 1986
Bachelor's of Science, Accounting
State Street Alternative Investment Solutions April 2013 - Present
Morgan Stanley April 2002 - March 2013
Lend Lease Real Estate Investments 1997 - 2003
Jefferson Wells June 1999 - March 2001
Equitable Real Estate Investment Management 1991 - 1997
Habif, Arogeti & Wynne,LLP January 1987 - June 1990
Education
Auburn University 1981 — 1986
Bachelor's of Science, Accounting
Velasquez Sarah's Morgan Stanley Experience May 2003 - March 2009
Job Associate Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2009 - Present
Morgan Stanley May 2003 - March 2009
Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, Mutual Funds, Financial Analysis, Equities, Banking, Securities, Asset Allocation, Retirement, Investment Advisory
Education
Ateneo de Manila University 1999 — 2002
Master of Business Administration (MBA)
Wells Fargo Advisors, LLC March 2009 - Present
Morgan Stanley May 2003 - March 2009
Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, Mutual Funds, Financial Analysis, Equities, Banking, Securities, Asset Allocation, Retirement, Investment Advisory
Education
Ateneo de Manila University 1999 — 2002
Master of Business Administration (MBA)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS