Morgan Stanley

Industry: Investment banking company

Description

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

Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Morgan Stanley Employees

Employee
Years
Job
Industry
Ivan Portalatin Jana Ivan Portalatin Jana Miami, Florida Details
Ivan Portalatin Jana's Morgan Stanley Experience August 2014 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   August 2014 - Present
LAFISE  June 2014 - August 2014
CITY STORAGE   January 2013 - August 2013
PARVAL Puesto de Bolsa   June 2012 - December 2012
Citi  June 2011 - September 2011
BONANZAS SERVICIOS, S.A.   June 2010 - September 2010

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Finance, Management, Fixed Income, Accounting, Accounts Payable, Bonds, Accounts Receivable, Marketing Strategy, Research, Credit, Financial Analysis, Managerial Finance, Financial Markets, Financial Modeling, Invoicing, Databases, Spanish, Team Leadership, Leadership, Business Strategy

Education
Florida International University
Finance & International Business

Ana Laura Bustillos Freitas Ana Laura Bustillos Freitas Miami/Fort Lauderdale Area Details
Ana Laura Bustillos Freitas's Morgan Stanley Experience July 2007 - September 2009
Job Managing Director at KOROKORA
Industry Design
Experience
KOROKORA   March 2014 - Present
Self employed  2009 - March 2014
Pure Barre  June 2012 - October 2013
Equinox  2012 - March 2013
exhale  May 2011 - June 2012
Exhale Spa  September 2009 - May 2011
Morgan Stanley   July 2007 - September 2009
Goldman Sachs  October 2005 - July 2007

Skills
Yoga, Nutritional Counseling, Wellness Coaching, Spanish, Nutrition Education, Lifestyle Coaching, English, Portuguese, Pilates, Stress Management, Barre, Problem Solving, Writing, New Business Development, Finance, Corporate Finance, Banking, Financial Reporting, Accounting, Business Strategy

Education
Power Pilates   2012 — 2012
Comprehensive Certification, Pilates

Institute of Integrative Nutrition   2009 — 2009
Holistic Health Coach, Nutrition and Wellness

Florida International University - College of Business Administration   2002 — 2005
Bachelor of Business Administration (BBA), Finance, General

Mary washington college

Jeffrey L. Marchitto Jeffrey L. Marchitto Fort Lauderdale, Florida Details
Jeffrey L. Marchitto's Morgan Stanley Experience April 2001 - August 2005
Job Associate Director Investments Private Client Division at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc.   September 2005 - Present
Morgan Stanley   April 2001 - August 2005

Education
Florida Southern College   1989 — 1992
B.S. Political Science, Criminal Law, Political Science, Business Administration

Landmark Education

Mia (Johnson) Schwarzberg Mia (Johnson) Schwarzberg Miami, Florida Details
Mia (Johnson) Schwarzberg's Morgan Stanley Experience June 2005 - January 2006
Job Auditor at Ernst & Young
Industry Accounting
Experience
EY  September 2013 - Present
Jewish Federation of Palm Beach County  September 2007 - August 2011
Morgan Stanley   June 2005 - January 2006

Skills
Financial Accounting, Financial Reporting, Financial Analysis, Microsoft Excel, Microsoft Office, Nonprofits, Public Speaking

Education
Florida Atlantic University   2011 — 2013
Master's degree, Accounting

University of Florida   2003 — 2007
Bachelors of Science, Finance

Ruite Guo Ruite Guo Tallahassee, Florida Area Details
Ruite Guo's Morgan Stanley Experience July 2012 - August 2012
Job Ph.D candidate at Florida State University
Industry Investment Banking
Experience
Florida State University  July 2014 - Present
Trexquant Investment LP  March 2015 - July 2015
Morgan Stanley   July 2012 - August 2012
Orient Security   June 2012 - July 2012
Xue’ersi Education   May 2009 - February 2010
Siemens  August 2009 - January 2010

Skills
C++, iWork, Microsoft Office, Matlab, Statistics, Microsoft Excel, Mathematical Modeling, C, Numerical Analysis, Statistical Modeling, Stochastic Calculus, Stochastic Programming, LaTeX, Finance, Economics, R, VBA, Mathematica, Bloomberg

Education
Florida State University   2013 — 2017
Doctor of Philosophy (PhD), Statistics

Florida State University   2011 — 2013
Master, Financial Mathematics

Tsinghua University   2007 — 2011
Bachelor of Science, Pure and Applied Mathematics

Jeremy Lansat Jeremy Lansat Palm Beach Gardens, Florida Details
Jeremy Lansat's Morgan Stanley Experience October 2003 - February 2014
Job Senior Vice President of Wealth Management and Portfolio Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  February 2014 - Present
Morgan Stanley   October 2003 - February 2014
The Weiss Group, Inc.   November 2001 - October 2003
Citigroup Asset Management Smith Barney Offshore Mutual Fund Desk   May 2000 - August 2000

Skills
Estate Planning, Strategic Financial..., Lending Services, Municipal Bonds, Business Succession..., Insurance Services, Fixed Income Analysis, Asset Management..., Professional Portfolio..., Series 7 - NYSE/NASD..., Series 63 - Uniform..., Series 65 - Investment..., 2-14 Life & Variable..., Alternative Investments, Uniform Combined State..., 401k, Succession Planning, Series 63, Mutual Funds, Insurance, Series 65, Series 7, Wealth Management, Securities, Asset Managment, Financial Services, Investments, Portfolio Management, Investment Strategies, Finance, Financial Advisory, Asset Allocation, Wealth Management..., Retirement Planning, Investment Advisory, Life Insurance, High Net Worth..., Mortgage Lending, Banking, Commercial Lending, Asset Management, Financial Markets, Financial Planning, Hedge Funds, Options

Education
Florida State University

Florida State University
Bachelor of Science (B.S.), Finance and Business Administration

Palm Beach Atlantic University
MBA, Business Administration & Finance

Jarred Duke Jarred Duke Fort Myers, Florida Details
Jarred Duke's Morgan Stanley Experience May 2008 - August 2008
Job Associate Attorney at Buchanan Ingersoll & Rooney PC
Industry Law Practice
Experience
Buchanan Ingersoll & Rooney PC  September 2014 - Present
United States Attorney's Office  August 2013 - December 2013
Buchanan Ingersoll & Rooney PC Fowler White Boggs  May 2013 - July 2013
The Dellutri Law Group   March 2010 - July 2011
T.N. Freeman II - Law Offices   September 2009 - December 2009
Morgan Stanley   May 2008 - August 2008

Skills
Legal Research, Westlaw, LexisNexis, Research, Legal Writing, Public Speaking, Microsoft Office

Education
New York University School of Law   2011 — 2014
Doctor of Law (J.D.), Law

Florida Gulf Coast University   2009 — 2010
Bachelor of Science (B.S.), Finance

Philip Pappas Philip Pappas Melville, New York Details
Philip Pappas's Morgan Stanley Experience September 2006 - June 2012
Job Senior Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  June 2012 - Present
Morgan Stanley   September 2006 - June 2012
UBS Investment Bank  December 2002 - September 2006

Skills
Finance, Series 7, Wealth Management, Retirement Planning, Investments, Mutual Funds, Investment Advisory

Education
Florida International University
Bachelor of Science

Gisselle Lopez-Velasco Gisselle Lopez-Velasco New York, New York Details
Gisselle Lopez-Velasco's Morgan Stanley Experience March 2014 - Present
Job Executive Director at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley   March 2014 - Present
PwC  January 1999 - March 2014

Skills
Accounting, Financial Reporting, GAAP

Education
Florida International University
Bachelor's degree, Accounting

Florida International University
Master's degree, Taxation

Carla Boggess Carla Boggess Fort Myers, Florida Details
Carla Boggess's Morgan Stanley Experience February 2008 - March 2013
Job Associate Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   March 2013 - Present
Morgan Stanley   February 2008 - March 2013
UBS Financial Services  April 2006 - February 2008
Smith Barney  April 1998 - April 2006

Skills
Series 7, 65, 63, 3, 9,..., Health, Annuity, and..., Wealth Management, Risk Management, Small Business, Finance, Financial Services, Series 7, Mutual Funds, Equities, Series 63, Investments, Securities, Retirement Planning, Portfolio Management, Investment Advisory, Fixed Income

Education
Florida Gulf Coast University   2005 — 2013
Master of Business Administration (M.B.A.), Interdisciplinary

Monmouth University
Master of Arts (M.A.), Psychology

University of Alabama
Bachelor of Arts (B.A.), French Studies/Sociology

Juan J. Escobar, CFA Juan J. Escobar, CFA Miami, Florida Details
Juan J. Escobar, CFA's Morgan Stanley Experience March 2008 - July 2012
Job Partner / Director of Business Development
Industry Food & Beverages
Experience
Comep USA   July 2012 - Present
Periodico el Poblado   January 2000 - Present
Morgan Stanley   March 2008 - July 2012
Village Voice Media  August 2006 - March 2008

Skills
Business Strategy, Entrepreneurship, Mergers & Acquisitions, Strategy, Financial Modeling, Business Planning, Financial Analysis, New Business Development, Sales

Education
Florida International University   2006 — 2008
Master of Arts (M.A.), Political Science and Government

Universidad de Los Andes   2000 — 2005
Bachelor's degree, Economics

Gregoire Narcisse Gregoire Narcisse Fort Lauderdale, Florida Details
Gregoire Narcisse's Morgan Stanley Experience July 2014 - August 2014
Job Financial Representative at Northwestern Mutual
Industry Sports
Experience
Northwestern Mutual  June 2015 - Present
Neiman Marcus  November 2012 - April 2015
Morgan Stanley   July 2014 - August 2014
Homestead-Miami Speedway  March 2014 - July 2014
Bamford Park   October 2013 - June 2014
Junior Orange Bowl Committee  October 2013 - February 2014
Philadelphia Eagles  July 2013 - August 2013
180 Communications  November 2012 - April 2013
Gold Diggers Production Inc.   June 2012 - July 2012

Skills
Public Relations, Sports Management, Public Speaking, French, Event Management, Social Networking, Extrovert, Facebook, Social Media, Microsoft Office, PowerPoint, Communication, Social Skills, Microsoft Word, Microsoft Excel, Time Management, Media Relations, Photoshop, Pitching Ideas, Customer Service, Fundraising, Microsoft Publisher, Twitter, Pitching Stories, Press Releases, Political Science, Radio, Social Media Marketing, Sports Marketing, Sponsorship, Outlook, Instagram, Sales

Education
University of Miami   2013 — 2014
Master's degree, Sport and Fitness Administration/Management, 3.88

Florida State University   2011 — 2013
Bachelor of Science (B.S.), Political Science & Sports Management, 3.8

The College Academy @ Broward College   2009 — 2011
Associates of Arts & High School Diploma, Political Science, 3.87

Gabriela Amaya Gabriela Amaya Miami/Fort Lauderdale Area Details
Gabriela Amaya's Morgan Stanley Experience June 2014 - Present
Job Associate at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley   June 2014 - Present
Barclays Wealth and Investment Management  September 2013 - June 2014
Via Mat International (USA) Inc   August 2012 - August 2013
American Society for Engineering Education  September 2010 - July 2012
Florida International University  June 2006 - July 2010

Skills
Community Outreach, Policy Analysis, Research, Public Policy, Nonprofits, International Relations, Government Contracting, Event Management, International Logistics, International Sales, International..., Compliance, Corporate Governance, Government Proposals, Account Management, New Business Development, Event Planning, Organizational..., Leadership Development, Project Management, Program Evaluation, Federal Government, Import/Export Operations, Proposal Writing, Leadership, Public Relations, Spanish, Strategic Planning, Government, DoD, Financial Reporting, Public Speaking, Fundraising, Project Planning, Social Networking, English, Data Analysis, Qualitative Research, FINRA, Investment Banking, Market Research, Wealth Management..., Business Analysis, International Business..., Regional Integration, Economics, Politics, Entrepreneurship, Team Building, Social Media

Education
Florida International University   2006 — 2010
B.A.S., International Relations

Terrance Gilmore Terrance Gilmore Las Vegas, Nevada Details
Terrance Gilmore's Morgan Stanley Experience January 2010 - Present
Job Vice President, TMS Team Leader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   January 2010 - Present
Morgan Stanley Smith Barney  July 2007 - January 2010

Skills
Securities, Series 24, Wealth Management, Alternative Investments, Fixed Income, Equities, Asset Allocation, Mutual Funds, Project Management, Series 63, Series 7, Investments

Education
Florida Southern College   1983 — 1987
BS, Business, Finance

Hollee Watson Hollee Watson Orlando, Florida Details
Hollee Watson's Morgan Stanley Experience March 1994 - October 2001
Job Sales Manager at Tower Compactor Rentals
Industry Environmental Services
Experience
Tower Compactor Rentals   July 2015 - Present
Technology Conservation Group  May 2015 - Present
Waste Management Inc  January 2007 - Present
Superchem   October 2001 - December 2006
Morgan Stanley   March 1994 - October 2001
Continental Airlines  March 1992 - March 1994

Skills
Customer Engagement, Account Management, Customer Retention, Environmental Awareness, Key Account Management, Management, Recycling, Sales, Sales Management, Salesforce.com, Sustainability, Training, Waste, Waste Management, Customer Service

Education
Florida International University

Florida International University

State College of Florida-Manatee-Sarasota
Bradenton & Venice, Fl

Robert Allaire Robert Allaire Jupiter, Florida Details
Robert Allaire's Morgan Stanley Experience 2006 - 2012
Job Realtor at Keller Williams of Jupiter
Industry Real Estate
Experience
Keller Williams Realty  March 2013 - Present
Morgan Stanley   2006 - 2012
Refco  2003 - 2005
ICAP  2003 - 2003
Nomura Securities  2000 - 2002
DLJ  1991 - 2000

Skills
Trading, Fixed Income, Securities Lending, FLA Real Estate Sales..., New York Real Estate..., SRES: Seniors Real..., RSPS: Resort & Second..., FINRA Series 24,7,3 63, Repurchase Agreement..., Accredited Buyer..., Graduate Real Estate..., Bonds, Loans, Bloomberg, Investments, Portfolio Management, Real Estate, Securities, Equities

Education
Florida State University   1987 — 1989
BS, Finance

Kelly Michele Buchanan Kelly Michele Buchanan Boynton Beach, Florida Details
Kelly Michele Buchanan's Morgan Stanley Experience January 1997 - January 1999
Job Founder and CEO of TOO KOI INSURANCE SOLUTIONS LLC
Industry Insurance
Experience
TOO KOI INSURANCE SOLUTIONS LLC   August 2012 - Present
Cypress Capital Group   February 2011 - January 2012
WACHOVIA BANK  June 2007 - February 2011
Wachovia Bank  January 2007 - April 2010
SMITH BARNEY  January 1999 - January 2003
Morgan Stanley   January 1997 - January 1999
TRESCOM INTERNATIONAL  January 1992 - January 1997

Skills
Insurance, Series 7, Series 63, Securities, Investments, Series 65, Real Estate, Premium Financing, Arbitrage, Telecommunications, Mortgage Banking, Mortgage Lending, Mortgage Underwriting, Wealth Management, Banking

Education
Florida International University   1981 — 1984
Bachelor's, with; business administration and psychology

Miami Dade Junior College
Associate's degree, Psychology

Miguel Horvath, CFP®, Miguel Horvath, CFP®, Miami/Fort Lauderdale Area Details
Miguel Horvath, CFP®,'s Morgan Stanley Experience December 1999 - December 2001
Job Private Wealth Advisor at Horvath Wealth Management, a private wealth advisory practice of Ameriprise Financial Services
Industry Financial Services
Experience
Horvath Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, Inc.   February 2005 - Present
Ameriprise Financial Services, Inc.   January 2002 - February 2005
Morgan Stanley   December 1999 - December 2001
Merrill Lynch  August 1999 - November 1999
Ameriprise Financial Services, Inc.   January 1998 - April 1999

Education
Florida International University - College of Business
Master of Science in Finance (MSF) (Expected Dec. 2015), Investments Track

Florida International University - College of Business
Bachelor of Business Administration (BBA), Finance

Anthony DiNuzzo Anthony DiNuzzo Warren, New Jersey Details
Anthony DiNuzzo's Morgan Stanley Experience February 2012 - May 2013
Job 401k & Equity Specalist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  April 2014 - Present
AEPG® Wealth Strategies  July 2013 - December 2013
Morgan Stanley   February 2012 - May 2013

Skills
Financial Modeling, Financial Analysis, Equities, Valuation, Fixed Income, Bloomberg, Corporate Finance, Investments, Investment Banking, Derivatives, Capital Markets, Strategic Financial..., Portfolio Management, Finance, Asset Management, Series 7, Hedge Funds, Financial Reporting, Equity Research, Risk Management, Financial Planning

Education
Florida Southern College   2006 — 2010
Bachelor of Science (BS), Finance, General

Roy Mandke Roy Mandke Miami/Fort Lauderdale Area Details
Roy Mandke's Morgan Stanley Experience 1999 - 2001
Job Mortgage Banker at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co.   July 2014 - Present
Bank of America  October 2008 - July 2014
Bank of America  2008 - July 2014
Unishred   2007 - 2008
Wells Fargo Home Mortgage  2005 - 2007
ABN AMRO Bank N.V.   2004 - 2005
ABN AMRO Bank N.V.   2001 - 2004
Morgan Stanley   1999 - 2001
Mortgage.com  1996 - 1999

Skills
Banking, Credit, Loans, Mortgage Lending, Credit Analysis, Commercial Banking, Retail Banking, Credit Risk, Portfolio Management, Mortgage Banking, Risk Management, Loan Origination, Commercial Lending, Financial Analysis, Financial Risk, Consumer Lending, Refinance, Small Business Lending, FHA, Investment Banking, Real Estate, Real Estate Development, Real Estate Transactions, Customer Service

Education
Florida Atlantic University   1990 — 1996
Bachelor of Science (BS), International Business

Mark Lavine Mark Lavine Baltimore, Maryland Details
Mark Lavine's Morgan Stanley Experience 2005 - 2006
Job Finance Professional
Industry Investment Management
Experience
Caesars Entertainment Corporation  August 2014 - Present
Morgan Stanley   2005 - 2006

Education
Florida International University
Bachelor of Business Administration (B.B.A.), Finance, General

Ben Storey, CFP(R), CRPC Ben Storey, CFP(R), CRPC Jacksonville, Florida Area Details
Ben Storey, CFP(R), CRPC's Morgan Stanley Experience February 2000 - December 2000
Job Vice President, Personal Retirement Strategy & Solutions at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  July 2012 - Present
Merrill Lynch  February 2010 - July 2012
Merrill Lynch  July 2004 - January 2010
Merrill Lynch  January 2004 - June 2004
Merrill Lynch  March 2002 - December 2003
Merrill Lynch  January 2001 - March 2002
Morgan Stanley   February 2000 - December 2000
Merrill Lynch  April 1999 - February 2000
Merrill Lynch  December 1997 - April 1999

Skills
Retirement, Series 7, Retirement Planning, Financial Advisory, Asset Allocation, Series 63, Finance, IRAs, Investments, Fixed Annuities, Wealth Management, FINRA, Series 65, Florida Life, Financial Planning, Financial Services, Public Speaking, CERTIFIED FINANCIAL..., Chartered Retirement..., Series 9, Series 10, Series 31, Florida Life, Health,..., Social Security, Medicare, 401k, Management, Mutual Funds, Asset Management, Investment Advisory, Photography, Underwater Photography, Divemaster, Technical Diving, Scuba Diving

Education
Florida State University   1993 — 1997
Bachelor of Science, Economics

Michael Gunter Michael Gunter Greater New York City Area Details
Michael Gunter's Morgan Stanley Experience January 2006 - March 2013
Job Senior Technical Architect at Bloomberg LP
Industry Information Technology and Services
Experience
Bloomberg LP  March 2013 - Present
SunGard Consulting Services  May 2007 - March 2013
Morgan Stanley   January 2006 - March 2013
Finetix, LLC   January 2006 - May 2007
CIBER, Inc.   March 2004 - October 2005
Infinity Software Development, Inc.   June 1998 - March 2004

Skills
WPF, VB.NET, .NET, Agile Methodologies, C#, Microsoft SQL Server, XML, IIS, Scrum, Oracle, Sybase, DB2, MDX, Analysis Services, SQL, XAML, WCF, Java, Spring, Visual Studio, C++, User Interface..., User Interface Design, SOAP, Web Services, SaaS, Multithreading, Programming, Programming Languages, XSLT, XSL-FO, HTML, ASP.NET, Service Oriented..., Object Oriented Software, Microsoft Office, Design Patterns, Architecture, ASP.NET MVC, Visual Basic, Database Design, Enterprise Architecture, T-SQL, Test Driven Development, TFS, UML, REST, Architectures

Education
Florida State University   1995 — 1997
Computer Science

ALFREDO (Freddie) FRESNO ALFREDO (Freddie) FRESNO Miami, Florida Details
ALFREDO (Freddie) FRESNO's Morgan Stanley Experience 2001 - 2003
Job TOPPERFORMING RESULTSDRIVEN SALES PROFESSIONAL OPEN TO NEW OPPORTUNITIES
Industry Pharmaceuticals
Experience
Merck  2006 - 2012
AstraZeneca  2003 - 2005
Morgan Stanley   2001 - 2003

Skills
Contract Negotiation, Sales Presentations, Business Strategy, Analysis, Budgets, Training, Licensing, Team Building, Healthcare, Teamwork, Team Leadership, Customer Service, Social Networking, Financial Services, Pharmaceutical Sales, Microsoft Office, New Business Development, Sales, PowerPoint, Spanish, Program Management

Education
Florida International University
Bachelor of Science, Civil Engineering

Christopher Columbus High School

Susan Perpall, CFP®* Susan Perpall, CFP®* Reston, Virginia Details
Susan Perpall, CFP®*'s Morgan Stanley Experience July 1997 - July 2013
Job First Vice President, Wealth Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  July 2013 - Present
Morgan Stanley   July 1997 - July 2013
Alex Brown & Sons  October 1992 - June 1997

Skills
Series 65, Uniform Combined State..., Municipal Bonds, Series 63, Separately Managed..., Wealth Management, 401(k) Rollovers, Retirement Planning, 529 Plans, Series 7, Series 9, Series 10, Series 31, Taxable Fixed Income, CERTIFIED FINANCIAL..., Wealth Management..., Financial Advisory, Financial Services, Asset Allocation, Investment Advisory, Alternative Investments, Series 24, FINRA, Mutual Funds

Education
Florida Southern College   1977 — 1980
Bachelor's degree, Economics and Political Science

Florida Southern College   1978 — 1980
B.S., Political Science & Economics

The George Washington University   1981 — 1983
Graduate studies in Economics, Monetary Economics

New York University   1984 — 1985
Certificate in Real Estate Finance

José Luis Cabrera Q. José Luis Cabrera Q. Miami, Florida Details
José Luis Cabrera Q.'s Morgan Stanley Experience June 2015 - Present
Job Business Administration in Finance Graduate Interested in Investments and Analysis.
Industry Financial Services
Experience
Morgan Stanley   June 2015 - Present
Loyola Asset Management   December 2012 - February 2013
El Retiro Export   January 2010 - December 2010
Armada de Chile  January 2009 - October 2009
Armada de Chile  January 2007 - December 2008

Skills
Financial Analysis, Leadership, Data Analysis, High Stress Environment, Business Analysis, Management, Public Speaking, Microsoft Excel, Teamwork, Research, Microsoft Office, Social Media, Microsoft Word, PowerPoint, Strategic Planning, Team Leadership

Education
Florida International University   2013 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General, GPA 3.7

Universidad de los Andes (CL)   2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General

Escuela Naval "Arturo Prat" (Navy Academy)   2002 — 2005
Navy Cadet

2016 Level II Candidate in the CFA Program

Howard Penney Howard Penney Greater New York City Area Details
Howard Penney's Morgan Stanley Experience March 1987 - January 2001
Job Managing Director at Hedgeye Risk Management
Industry Financial Services
Experience
Hedgeye Risk Management   April 2008 - Present
FBR  January 2004 - March 2008
Prudential Equity Group  2006 - 2007
Friedman Billings Ramsey  2004 - 2007
SunTrust Robinson Humphrey  January 2002 - January 2004
Morgan Stanley   March 1987 - January 2001

Skills
Equity Research, Equities, Valuation, Financial Modeling, Investments, Hedge Funds, Capital Markets, Asset Managment, Private Equity, Financial Analysis, Equity Valuation, Corporate Finance, Portfolio Management, Investment Banking, Series 7, Alternative Investments, Asset Management, Finance, Fixed Income, Investor Relations, Mergers & Acquisitions, Start-ups, Venture Capital, Bloomberg, Management, Securities, Due Diligence, Risk Management, Investment Management

Education
Florida Southern College   1981 — 1985
BS, Finance

Rodrigo E. Gonzalez Rodrigo E. Gonzalez Miami, Florida Details
Rodrigo E. Gonzalez's Morgan Stanley Experience October 2012 - February 2014
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  August 2014 - Present
Morgan Stanley   October 2012 - February 2014
ING Financial Partners  March 2012 - September 2012
CBG Financial Group  September 2011 - February 2012

Skills
Financial Services, Asset Management, Equity Trading, FX trading, Futures Trading, Series 7, Series 66, Stock Market, Emerging Markets, Financial Analysis, Portfolio Management, Bloomberg, Options, Corporate Finance

Education
Florida International University - College of Business   2014 — 2015
Master of Finance, Banking, Corporate, Finance, and Securities Law

Suffolk University   2008 — 2011
Bachelor of Business Administration (B.B.A.), Finance/Entrepreneurship

U.E. Colegio Los Arcos   1998 — 2008
High School, Junior High/Intermediate/Middle School & High School

Richard McManus Richard McManus Scottsdale, Arizona Details
Richard McManus's Morgan Stanley Experience May 2005 - May 2007
Job Regional Director, Arizona
Industry Financial Services
Experience
Legg Mason  June 2007 - Present
Morgan Stanley   May 2005 - May 2007
Charlotte County Schools  August 2003 - May 2005

Skills
Mutual Funds, Separately Managed..., Alternative Investments, Series 24, Investment Advisory, Series 7, Asset Allocation, Wealth Management, Asset Managment

Education
Florida Gulf Coast University   2003 — 2005
Bachelor of Arts, History

Queensborough Community College   2001 — 2003
Associate of Arts

Bruce Dunn Bruce Dunn Leland, Michigan Details
Bruce Dunn's Morgan Stanley Experience June 2000 - October 2005
Job Financial Marketing Executive & Investment Consultant
Industry Financial Services
Experience
PRISM Investment Solutions & Marketing   2014 - Present
Wells Fargo Securities, LLC  January 2009 - September 2013
Wells Fargo  January 2009 - September 2013
Wachovia Corp (CIB)   October 2005 - 2009
Morgan Stanley   June 2000 - October 2005
Morgan Stanley   1998 - 2000
Morgan Stanley Investment Management  1992 - 1998
Dean Witter Reynolds, Inc  June 1986 - June 1992

Skills
Advisory Boards, Eastern States..., Alternative Investments, Securities, Fixed Income, Risk Reduction, Asset Allocation, Marketing, Investments, Estate Planning, Investment Advisory, Wealth Management, FINRA, Portfolio Management, Series 63, Financial Advisory, Series 7, Financial Analysis, Structured Products, ETFs, Mutual Funds, Asset Management, Capital Markets, Risk Management, Equities, Financial Services, Finance

Education
Richard D. Irwin Graduate School of The American College, Bryn Mawr, Pennsylvania   2014 — 2015
Chartered Advisor in Philanthropy (CAP)

The American College   2014 — 2015
Chartered Advisor in Philanthropy (CAP), Philanthropic Studies, Professional Designation

Florida State University   1969 — 1972
BA, English & Business (double major)

Juan Carlos Barreto Juan Carlos Barreto Miami/Fort Lauderdale Area Details
Juan Carlos Barreto's Morgan Stanley Experience 2000 - 2002
Job SVP, Corporate Lending at Ocean Bank
Industry Banking
Experience
Ocean Bank  January 2015 - Present
FirstBank Florida  December 2011 - December 2014
U.S. Century Bank   March 2007 - December 2011
Regions Bank/ Union Planters Bank   March 2004 - March 2007
Bank of America  November 2001 - February 2004
Morgan Stanley   2000 - 2002

Skills
Small Business Lending, Loans, Commercial Banking, Business Analysis, Commercial Lending, Credit Analysis, Portfolio Management, Asset Based Lending, Finance, Retail Banking, Financial Analysis, Banking, Treasury Management, Risk Management, Credit, Consumer Lending, Mortgage Lending, Cash Management, Private Banking, Cash Flow Lending, Credit Risk, Capital Markets, Commercial Mortgages, Insurance, Financial Risk, Financial Institutions, Lines Of Credit, Loan Origination, Strategic Financial..., Trade Finance, Real Estate Economics, Investments, Bank Secrecy Act, Underwriting, Real Estate, Cross Selling, Construction Loans, Mortgage Banking

Education
Belen Jesuit Prep

Florida International University

Justin Leins Justin Leins Sarasota, Florida Details
Justin Leins's Morgan Stanley Experience May 2011 - September 2012
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services  September 2012 - Present
Morgan Stanley   May 2011 - September 2012

Skills
Series 7, Asset Allocation, Mutual Funds, Investments, Asset Management, Wealth Management, Retirement Planning, Equities, Fixed Income, Portfolio Management, Investment Advisory, Strategic Financial..., Series 63

Education
Florida Gulf Coast University   2007 — 2011
Bachelor of Science (B.S.), Finance & Economics

Scott Morse Scott Morse Greater Boston Area Details
Scott Morse's Morgan Stanley Experience February 2000 - February 2005
Job QA Analyst at First Advantage
Industry Information Technology and Services
Experience
First Advantage  October 2011 - Present
U.S. Cellular   May 2010 - October 2011
First Advantage  September 2008 - May 2010
Morgan Stanley   February 2000 - February 2005
Kinney Shoes  1990 - 2000

Skills
Visio, Training, Management, Team Leadership, Quality Assurance, Call Centers, Customer Service, Testing, Product Management, Customer Satisfaction, Selling, Recruiting, Human Resources, Account Management, Employee Relations, Salesforce.com, Software Documentation, Vendor Management, Operations Management, Process Improvement, Customer Retention, Leadership

Education
FMU   2005 — 2008
Bachelor of Applied Science (B.A.Sc.), Criminal Justice and Corrections

Northeastern University   1998 — 1999
Bachelors of Science, Criminal Justice

Tom Schober Tom Schober New York, New York Details
Tom Schober's Morgan Stanley Experience May 2013 - June 2015
Job Tech Lead / Senior Engineer at Shindig
Industry Computer Software
Experience
Shindig  July 2015 - Present
Morgan Stanley   May 2013 - June 2015
Universal Mind  August 2008 - March 2013
Highwinds  January 2008 - August 2008
Space Gateway Support  February 2002 - December 2007
GE Transportation  January 2000 - February 2002
Van Eck Global  1999 - 2001
Prudential Insurance Company of America  1997 - 1998

Skills
Agile Methodologies, JavaScript, Java, AngularJS, Python, Hibernate, Web Services, Software Design, IntelliJ IDEA, Flex, Ext JS, Sencha, Maven, Node.js, NPM, Bower, Mobile Applications, ActionScript, OOP, SQL, Eclipse, MySQL, Ant, Subversion, jQuery, Tomcat, Air, Adobe, Spring, Java Enterprise Edition, HTML 5, SOAP, JBoss, Weblogic, JSP, Adobe Integrated..., PMD, Geographic Information..., JBoss Application Server, Microsoft SQL Server, Axis2, Parsley, Swiz, Flight Planning, Instrument Rating, Sailing, Git, Design Patterns

Education
Florida Institute of Technology

Jeff Zientara Jeff Zientara Bradenton, Florida Details
Jeff Zientara's Morgan Stanley Experience August 2007 - May 2009
Job Relationship Banker at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A.   April 2014 - Present
Raymond James Financial Services, Inc. Member FINRA/SIPC   May 2009 - December 2013
Morgan Stanley   August 2007 - May 2009
Morgan Stanley   April 2005 - May 2006
Infinity Broadcasting  May 2004 - February 2005

Education
University of South Florida   2002 — 2004
2004, Economics and International Business

Florida State University   2000 — 2002
Business

Philip Artmann Philip Artmann Fort Myers, Florida Details
Philip Artmann's Morgan Stanley Experience January 2005 - November 2008
Job Client Service Professional
Industry Financial Services
Experience
Financial Services Company  October 2014 - Present
UBS  November 2008 - February 2013
Morgan Stanley   January 2005 - November 2008

Skills
Series 7, Series 66, Series 31, Asset Allocation, Fixed Income, Investments, Equities, Risk Management, Series 63

Education
Florida Gulf Coast University   2003 — 2005
MBA, Finance

Florida Gulf Coast University   2000 — 2003
BS Computer Information Systems

Paul Michelotti Paul Michelotti Orlando, Florida Area Details
Paul Michelotti's Morgan Stanley Experience January 2001 - May 2004
Job Co Founder Broker at Greater Orlando Realty Partners LLC
Industry Real Estate
Experience
Greater Orlando Realty Partners LLC   December 2014 - Present
RE/MAX Avalon Park   May 2013 - December 2014
Thomas Lynne Properties   January 2010 - May 2013
Massey Services  May 2004 - January 2010
Morgan Stanley   January 2001 - May 2004
United States Marine Corps  December 1996 - December 2000

Skills
Short Sales, Investment Properties, Contract Negotiation, Foreclosures, Residential Homes, Budgets, Relocation, Property Management, Team Building, Negotiation, Marketing, Sales Management, Customer Service, Sales

Education
Florida Institute of Technology   1990 — 1995
BA, Industrial/Organizational Psychology

Ridgefield High School

Steven Cogollo Steven Cogollo Miami Beach, Florida Details
Steven Cogollo's Morgan Stanley Experience March 1999 - April 2001
Job Real Estate Sales Associate
Industry Real Estate
Experience
Doubloon Realty   October 2013 - Present
Morgan Stanley   March 1999 - April 2001
Merrill Lynch  January 1991 - March 1999

Skills
Bilingual, Bloomberg, Customer Service, Consulting, Economics, Managerial Finance, Financial Risk, Strategic Planning, Social Media, Investments, Sales, Asset Management, Finance, Mutual Funds

Education
Florida International University   1994 — 1997
Bachelor of Arts (BA), Banking, Corporate, Finance, and Securities Law

Philip Gargano Philip Gargano Greater New York City Area Details
Philip Gargano's Morgan Stanley Experience November 2011 - July 2012
Job Operations Analyst at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics  March 2014 - Present
CBS Radio  January 2013 - January 2014
Morgan Stanley   November 2011 - July 2012
Keller Williams Realty  February 2011 - November 2011
Window Creations   January 2007 - February 2011

Skills
Financial Analysis, Business Development, Microsoft Excel, New Business Development, Finance, Data Analysis, Analysis, Forecasting, Investment Strategies, Business Analysis, Financial Modeling, Leveraged Finance, DCF Valuation, Financial Statement..., Spreadsheets, Investments, Salesforce.com, Sales Operations, Contract Management

Education
Florida Atlantic University   2008 — 2012
Bachelors; BA, Business Administration; Major: International Business and Trade, GPA 3.1 Cumulative

Christopher Shipp Christopher Shipp Greater New York City Area Details
Christopher Shipp's Morgan Stanley Experience May 2015 - Present
Job Associate at Morgan Stanley
Industry Banking
Experience
Morgan Stanley   May 2015 - Present
Morgan Stanley   July 2014 - May 2015
John Jay Legal Services, Inc.   May 2012 - May 2013
Pace University School of Law  May 2011 - September 2012
9th Judicial District, Westchester County Supreme Court   June 2012 - July 2012
Holland America Line  January 2008 - August 2010
Canyon Ranch  May 2000 - December 2001

Skills
Legal Writing, Legal Research, Securities, Securities Arbitration, Securities Litigation, Intellectual Property, Entertainment Industry, Entertainment Law, Microsoft Office, Microsoft Word, Research, Music, Music Theory, Music Performance, Jazz, Saxophone, Trials, Editing, Arbitration

Education
Pace University School of Law   2011 — 2013
Juris Doctor

University of Southern Mississippi   2006 — 2007
Doctor of Musical Arts, Pedagogy and Performance

Koninklijk Conservatorium Brussel   2005 — 2006
Music Performance, Fellowship Studies

Florida State University   2003 — 2004
Master of Music Performance, Saxophone

Northern Arizona University   1996 — 2001
Bachelor of Music, Music Performance, General

Kevin Dowd Kevin Dowd Boca Raton, Florida Details
Kevin Dowd's Morgan Stanley Experience 2005 - 2012
Job East Coast Sales Director at Gubagoo
Industry Automotive
Experience
Gubagoo  April 2013 - Present
Morgan Stanley   2005 - 2012
Dreyfus Corporation  2003 - 2005
Merrill Lynch  August 2001 - September 2003
Boca Raton Resort & Club, A Waldorf Astoria Resort   January 1999 - July 2001

Skills
Sales, Forecasting, Finance, Business Development, Business Planning, CRM, Competitive Analysis, Start-ups, Pricing, Strategy, Sales Process, Account Management, Sales Management, B2B, Customer Retention, Sales Operations, Marketing Strategy, New Business Development

Education
Florida Atlantic University   1995 — 1999

Paulina Penaloza Paulina Penaloza New York, New York Details
Paulina Penaloza's Morgan Stanley Experience June 2013 - August 2013
Job Risk & Compliance Systems & Analytics (RCSA) Experienced Associate at PwC
Industry Financial Services
Experience
PwC  August 2014 - Present
Morgan Stanley   June 2013 - August 2013

Skills
Spanish, Basel II, Basel III, Dodd-Frank, Sarbanes-Oxley, GAAP, Financial Accounting, Financial Modeling, Econometrics, Statistics, SQL, Stata, R, Microsoft Excel, Anti Money Laundering, Data Analysis, Tableau

Education
Florida State University   2011 — 2014
Bachelor's degree, Finance and Economics

Florida International University   2010 — 2011
Associate of Arts (AA)

Andrea Pfeffer Andrea Pfeffer Miami/Fort Lauderdale Area Details
Andrea Pfeffer's Morgan Stanley Experience March 2015 - Present
Job Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley   March 2015 - Present
HSBC Private Bank  March 2010 - Present
EFG Private Bank   December 2008 - March 2010
Lloyds TSB Bank plc  May 2005 - December 2008

Skills
Private Banking, Wealth Management, Asset Managment, Portfolio Management, Banking, Investments, Financial Markets, CRM, Asset Management, Equities, Relationship Management, Capital Markets

Education
Universidad de Los Andes   2000 — 2005
Industrial Engineer and Finance, COLOMBIA

Florida International University - College of Business Administration   2010 — 2011
MSF - Master of Science in Finance

Maureen France Maureen France Daytona Beach, Florida Area Details
Maureen France's Morgan Stanley Experience November 1998 - December 2002
Job Physician Liaison & Recuiter at Emergency Medicine Professionals, P.A. (EMPros)
Industry Hospital & Health Care
Experience
Emergency Medicine Professionals, P.A. (EMPros)   September 2014 - Present
Realty Pros Assured  1984 - Present
DuvaSawko, Emergency Medicine Professionals, PA, PrimeCare Urgent Care Centers   July 2003 - September 2014
Volusia Tax Reform   July 2006 - June 2013
Republican Party of Florida  2004 - 2008
City of DeLand, FL   October 2001 - November 2003
Morgan Stanley   November 1998 - December 2002
Downtown (MainStreet) DeLand   November 1992 - January 1998
Langton Associates  1990 - 1992
St. Lucie County School District  1987 - 1990

Skills
Strategic Planning, Public Relations, Marketing, Contract Negotiation, Fundraising, Physician Recruitment, Grant Writing, Strategic Thinking, Corporate Communications, Political Consulting, Short Sales, Sales Management, Real Estate Transactions, Physicians, Leadership, Non-profits, Real Estate, Event Planning, Public Speaking, Buyer Representation, Commercial Real Estate, Business Development, Political Campaigns, Recruiting, Advertising, Team Building, Grants, Start-ups, Time Management, Entrepreneurship, Social Media Marketing, Investments, First Time Home Buyers, New Business Development, Interviews, Customer Service, Marketing Strategy, Single Family Homes, Program Management, Government, Market Research, Negotiation, REO, Investors, Condos, Marketing Communications, Budgets, Sellers, Sales, Nonprofits

Education
Florida State University   1980 — 1983
Bachelor of Science, Human Sciences; Housing

Hudson Senior High School, Hudson, FL   1977 — 1980
diploma, HS Diploma

Pedro Torres, MBA Pedro Torres, MBA Miami/Fort Lauderdale Area Details
Pedro Torres, MBA's Morgan Stanley Experience July 2006 - October 2006
Job Vice President Business Banking Relationship Manager at SunTrust Bank
Industry Banking
Experience
SunTrust Bank  February 2011 - Present
TotalBank  February 2010 - February 2011
Wachovia, A Wells Fargo Company  January 2009 - February 2010
Regions Financial Corporation  October 2006 - December 2008
Morgan Stanley   July 2006 - October 2006
Mercantil Commercebank, N.A.   December 2004 - July 2006
Wachovia Bank  December 2003 - December 2004

Skills
Portfolio Management, Underwriting, Microsoft Excel, IBM iSeries, Lotus 123, Loans, Banking, Credit, Commercial Banking, Commercial Lending, Mortgage Lending, Financial Analysis, Credit Analysis, Risk Management, Credit Risk, Investments, Leadership, Business Development, Insurance, Retail Banking, Cash Management, CRM, Financial Services, Small Business Lending, Real Estate, Finance, Cross Selling, Cash Flow, Consumer Lending, Customer Service, New Business Development, Coaching, Management, Sales, Treasury Management, Commercial Mortgages, Relationship Management, Small Business, Lines Of Credit, Loan Origination, Budgets, Training, Asset Based Lending, SBA

Education
Florida International University - College of Business   2008 — 2009
Master's in Business Administration, Professional MBA

University of Phoenix   2002 — 2004
B.S. in Business Management, Business Management

Nathan Powers, ΔΣΠ Nathan Powers, ΔΣΠ Miami/Fort Lauderdale Area Details
Nathan Powers, ΔΣΠ's Morgan Stanley Experience 2006 - 2008
Job Finance Manager
Industry Entertainment
Experience
Comcast  2014 - Present
ADT  2012 - 2014
Toastmasters International  2010 - 2012
Office Depot  2008 - 2012
Morgan Stanley   2006 - 2008
Med-Care Diabetic Company, Inc.   2004 - 2006

Skills
Strategic Planning, Project Management, Sales, Management, Retail, Strategic Financial..., Financial Modeling, Budgets, Analytics, Project Planning, Negotiation, Forecasting, Strategy, Cross-functional Team..., Supply Chain, Account Management, Analysis, Finance, Business Strategy, Team Leadership, Banking, Management Consulting, Business Process..., Process Improvement, Marketing, Business Analysis, Leadership, Competitive Analysis, Pricing, Business Planning, Financial Reporting, Team Building, Business Process, Business Development, Executive Management, Operations Management, Financial Analysis, P&L Management, Customer Service, Strategic Partnerships, Corporate Finance, Training

Education
Florida Atlantic University   2002 — 2006
B.A. Finance, B.A. Real Estate, B.A. Marketing, Finance, Real Estate, Marketing

Chris Baczeski Chris Baczeski Greater New York City Area Details
Chris Baczeski's Morgan Stanley Experience August 2012 - July 2013
Job Proprietary Equity Trader at Quasar Trading
Industry Investment Management
Experience
Quasar Trading  October 2013 - Present
Morgan Stanley   August 2012 - July 2013
Merrill Lynch  August 2011 - January 2012
Citizens Bank  March 2010 - July 2011
FIRST WORLD MORTGAGE  February 2009 - March 2010
P&B Global Enterprises   May 2005 - December 2008

Skills
Equities, Trading, Portfolio Management, Commodity, Investment Strategies, Series 7, Investments, Loans, Credit, Risk Management, Options, Bonds, Alternative Investments, FX trading, FX Options

Education
Florida Southern College   2001 — 2005
B.S, Business Administration/Financial Management/Marketing Management

Pomperaug High School   1998 — 2001

Mohammad Fasihi, MBA Mohammad Fasihi, MBA Greater Atlanta Area Details
Mohammad Fasihi, MBA's Morgan Stanley Experience June 2005 - October 2006
Job Portfolio Manager
Industry Banking
Experience
U.S. Trust   May 2014 - Present
U.S. Trust   September 2012 - April 2014
Bank of America  September 2011 - September 2012
Wells Fargo  October 2006 - October 2009
Morgan Stanley   June 2005 - October 2006

Skills
Financial Modeling, Capital Markets, Derivatives, Financial Statement..., Fundamental Analysis, Hedging, Capital Structure, Budgets, Data Analysis, Technical Analysis, Arbitrage, Valuation, Financial Analysis, Corporate Finance, Bloomberg, Strategic Financial..., Portfolio Management, Investments, Finance, Investment Banking, Financial Planning, Forecasting, Investment Strategies, Management

Education
Georgia State University - J. Mack Robinson College of Business   2010 — 2011
MBA, Finance and Financial Management Services, 3.9/4.0

Florida International University - College of Business Administration   2000 — 2005
BBA, Finance, 3.67

Candice Cason Candice Cason Tampa/St. Petersburg, Florida Area Details
Candice Cason's Morgan Stanley Experience March 2014 - Present
Job Registered Associate at Graystone Consulting Tampa Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley   March 2014 - Present
Bernstein Global Wealth Management  June 2009 - March 2014
Bernstein Global Wealth Management  November 2006 - May 2009
The St. Petersburg Times  January 2005 - October 2006

Skills
Investments, Asset Allocation, PowerPoint, Excel, Series 7, Forecasting, Financial Services, Analysis, Financial Modeling, Financial Analysis, Asset Management, Wealth Management, Mutual Funds, Microsoft Excel

Education
University of Florida - Warrington College Of Business   2007 — 2009
Master of Business Administration, Business Administration and Management, General

Florida State University   2002 — 2005
Bachelor of Science, Mass Communication

Sickles High   1997 — 2001

Raquel Morales Raquel Morales Miami/Fort Lauderdale Area Details
Raquel Morales's Morgan Stanley Experience June 2013 - March 2015
Job Wealth Management Professional
Industry Financial Services
Experience
Goldman Sachs  April 2015 - Present
Morgan Stanley   June 2013 - March 2015
Morgan Stanley   January 2007 - June 2013

Skills
Series 7, Uniform Combined State..., Separately Managed..., Asset Allocation, Capital Markets, Series 65, Series 63, ETFs, FINRA

Education
Florida International University   2009 — 2011
Master of Public Health (M.P.H.), Health Policy Analysis

Florida International University - College of Business   2003 — 2007
Finance

Jeffrey Styer, MBA Jeffrey Styer, MBA Miami, Florida Details
Jeffrey Styer, MBA's Morgan Stanley Experience April 2005 - March 2006
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade  March 2008 - Present
Fidelity Investments  April 2006 - March 2008
Morgan Stanley   April 2005 - March 2006
Lockheed Martin  January 2003 - February 2005
United States Marine Corps  July 1997 - July 2001

Skills
Financial Services, Investment Advisory, Investment Strategies, Investments, Sales, Wealth Management, Retirement Planning, Business Development, Financial Planning, Insurance

Education
Florida International University
Master of Business Administration (MBA)

Hodges University
Bachelor of Science, Management

Juan Eduardo De la Fuente Juan Eduardo De la Fuente Miami/Fort Lauderdale Area Details
Juan Eduardo De la Fuente's Morgan Stanley Experience April 2003 - July 2004
Job Portfolio Manager at Bayview Asset Management, LLC
Industry Financial Services
Experience
Bayview Loan Servicing, LLC  March 2014 - Present
Fonovox, LLC   October 2009 - Present
Bayview Loan Servicing, LLC  January 2013 - February 2014
Citibank  March 2005 - September 2012
Morgan Stanley   April 2003 - July 2004
MetroStudy  March 2003 - May 2003
Fonovox   April 2002 - March 2003
Kforce  August 2001 - March 2002
ProSolutions  September 1998 - March 2000
Southwestern Publishing Company  May 1997 - August 1997

Skills
Wealth Management, Financial Modeling, Financial Analysis, Strategic Financial..., Banking, Credit Analysis, Credit, Valuation, Credit Risk, Commercial Banking, Series 7, Corporate Finance, Portfolio Management, Investments, Fixed Income, Technical Analysis, Presentations, Strategic Thinking, Business Development, Financial Services, Loans, Strategy, Financial Planning

Education
Florida International University   2008 — 2009
MBA, Business Administration, 3.93

Florida Atlantic University   1995 — 2000
BSEE, Electrical Engineering

Roosevelt   1985 — 1994
US Diploma

Jason M. Gold Jason M. Gold Greater New York City Area Details
Jason M. Gold's Morgan Stanley Experience June 2007 - August 2007
Job Vice President at Ariel Property Advisors
Industry Real Estate
Experience
Ariel Property Advisors  September 2012 - Present
Murray Hill Properties  December 2010 - September 2012
UBS Wealth Management  June 2009 - August 2009
BISCAYNE AMERICAS   June 2008 - August 2008
MORGAN STANLEY   June 2007 - August 2007

Skills
Hedge Funds, Portfolio Management, Financial Analysis, Trading, Real Estate, Valuation, Asset Management, Sales, Investment Properties, Investments, Analysis

Education
Florida International University   2007 — 2010
Bachelor of Business Administration, Finance

Aldo Enderica Aldo Enderica Miami/Fort Lauderdale Area Details
Aldo Enderica's Morgan Stanley Experience June 2012 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   June 2012 - Present
Scottrade  April 2010 - March 2012
Morgan Stanley   June 2011 - August 2011
Jasa Marketing Group   November 2007 - January 2009

Skills
Capital IQ, Bloomberg Terminal, Bloomberg, Factset, Fixed Income, Equities, Structured Finance, Structured Products, Securitization, Investment Banking, Corporate Finance, Economics, Financial Modeling, Microsoft Word

Education
Florida International University   2008 — 2012
BBA, Finance

Barry Olfern Barry Olfern Miami/Fort Lauderdale Area Details
Barry Olfern's Morgan Stanley Experience November 1990 - May 2005
Job LegalShield Independent Associate
Industry Insurance
Experience
LegalShield, Independent Associate  November 2011 - Present
Ameriprise Financial Services, Inc.   September 2011 - June 2013
Morgan Stanley   November 1990 - May 2005

Skills
Wealth Management, Series 63, Strategic Financial..., Mutual Funds, Sales Management, Series 7, Retirement Planning, Investments, Estate Planning, Brokerage, Employee Benefits, Project Planning, Recruiting, Investment Properties, Budgets, Training, Real Estate, Direct Sales, Portfolio Management, Insurance, Bonds, Asset Allocation, IRAs, Financial Services

Education
Florida International University - College of Business   1973 — 1975
BBA, Finance

Miami Norland

Suzann Zadanosky CFP® Suzann Zadanosky CFP® Fort Lauderdale, Florida Details
Suzann Zadanosky CFP®'s Morgan Stanley Experience October 1998 - October 2001
Job Assistant Complex Director at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  2006 - Present
Janney Montgomery Scott LLC  October 2001 - October 2006
Morgan Stanley   October 1998 - October 2001

Education
Florida Atlantic University   2000 — 2002
MBA

University of Florida - Warrington College of Business Administration   1994 — 1998
B.S., Finance, Marketing, Economics

Micah Ferranti, CFE, CAMS Micah Ferranti, CFE, CAMS Charlotte, North Carolina Area Details
Micah Ferranti, CFE, CAMS's Morgan Stanley Experience January 2005 - September 2006
Job VP. Sr. Global Financial Crimes Compliance Manager at Bank of America
Industry Financial Services
Experience
Bank of America  September 2014 - Present
Wells Fargo  May 2013 - September 2014
Financial Industry Regulatory Authority ("FINRA")   September 2006 - May 2013
Morgan Stanley   January 2005 - September 2006
Lincoln Financial Advisors  July 2003 - January 2005

Skills
Securities, FINRA, Investments, Financial Services, Portfolio Management, Finance, Trading, Auditing, Mutual Funds, Asset Allocation, Series 7, Team Building, Financial Risk, Analysis, Strategic Financial..., AML, Bank Secrecy Act, OFAC, CIP, Financial Planning, Anti Money Laundering

Education
Florida Atlantic University   2008 — 2010
MBA, General MBA

University of Hartford   1999 — 2003
B.S., Econ/Finance

Saint Andrew's School

Tiffany Walz Tiffany Walz Mountain View, California Details
Tiffany Walz's Morgan Stanley Experience April 2013 - May 2014
Job Learning Strategy & Support Program Manager
Industry Consumer Goods
Experience
Google  May 2014 - Present
Morgan Stanley   April 2013 - May 2014
Morgan Stanley   December 2006 - April 2013
Morgan Stanley   December 2005 - December 2006
Morgan Stanley Investment Management  November 2003 - November 2005
Morgan Stanley Investment Management  October 2002 - October 2003
Morgan Stanley Online  December 1999 - October 2002

Skills
Instructional Design, Adult Education, Educational Technology, Business Analysis, Change Management, Workflow Applications, Workflow Management, Leadership Development, Team Leadership, Cross-functional Team..., Adobe Presenter, Adobe Creative Suite, Microsoft Office, Secondary Education, Language Arts, Instructor-led Training, Training Delivery, Training, Coaching, Learning Management..., Needs Analysis, Leadership, Program Management, Process Improvement, Management, Project Management, Information Technology..., Financial Services

Education
New Jersey City University   2009 — 2012
Master of Arts (M.A.), Educational/Instructional Technology, A

Florida International University   1994 — 1996
Bachelor of Science (B.S.), English/Language Arts Teacher Education, B+

John Lipari John Lipari North Palm Beach, Florida Details
John Lipari's Morgan Stanley Experience January 2002 - February 2015
Job Branch Manager at Lipari Ribek Group
Industry Financial Services
Experience
Raymond James Financial, Inc.   February 2015 - Present
Morgan Stanley   January 2002 - February 2015
First Manhattan Co.  January 1992 - January 2002
Merrill Lynch  October 1983 - January 1992

Skills
Financial Planning, Financial Services, Investments, Series 7, Series 63, Series 65, Portfolio Management, Financial Risk...

Education
Florida International University
Bachelor's degree

Lorena Estrada Lorena Estrada New York, New York Details
Lorena Estrada's Morgan Stanley Experience August 2014 - Present
Job Client Service Associate (CSA) Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   August 2014 - Present
Bank of America  April 2012 - June 2014
Allstate  September 2009 - July 2011

Skills
Marketing, Customer Service, Banking, Microsoft Excel, Microsoft Office, Marketing Communications, Management, Sales, Project Management, Marketing Strategy, Direct Marketing, Social Media, PowerPoint, Social Media Marketing, CRM, Leadership, Sales Management, Strategic Planning, Team Building

Education
Florida International University   2011 — 2014
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Miami Dade College   2010 — 2011
Associate of Arts (A.A.)

Victor Cereijo Victor Cereijo Gainesville, Florida Details
Victor Cereijo's Morgan Stanley Experience June 2015 - August 2015
Job Student at the University of Florida
Industry Higher Education
Experience
Morgan Stanley   June 2015 - August 2015
Morgan Stanley   June 2014 - August 2014
Sportsmanias  May 2013 - January 2014
Florida Power & Light  June 2013 - August 2013

Skills
Network Engineering, Industrial and Systems..., Data Analysis

Education
University of Florida   2013 — 2016
Bachelor of Science (BS), Industrial and Systems Engineering, Sophomore

Florida International University   2012 — 2013

Jasmine Fletcher, MBA Jasmine Fletcher, MBA Greater New York City Area Details
Jasmine Fletcher, MBA's Morgan Stanley Experience January 2015 - Present
Job Vice President, Capital Markets at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   January 2015 - Present
Morgan Stanley   July 2013 - January 2015
MetLife  December 2011 - August 2012
Goldman Sachs  June 2010 - June 2011
Morgan Stanley   June 2008 - June 2010
Morgan Stanley   June 2006 - June 2008
Ann Taylor  2005 - May 2006
U.S. Department of Justice   January 2004 - May 2006

Skills
Financial Analysis, Microsoft Excel, Risk Management, Management, Budgets, Analysis, Financial Modeling, PowerPoint, Microsoft Word, Strategic Planning, Access, Banking, Investments, Fixed Income, Microsoft Office, Negotiation, Capital Markets, Equities, Securities, Operational Risk, Real Estate License for..., CPR and AED Certified, Notary Public for State...

Education
Florida International University   2010 — 2011
Master of Business Administration (M.B.A.), Finance

Howard University   2002 — 2006
Bachelor of Arts (B.A.), Communication & Culture; Legal Communications

Kevin Crew Kevin Crew Miami/Fort Lauderdale Area Details
Kevin Crew's Morgan Stanley Experience January 2000 - January 2001
Job Assistant F&B Director for KNR at the W Hotel (Miami Beach)
Industry Hospitality
Experience
KNR Restaurant Group   May 2011 - Present
Morgans Hotel Group  July 2008 - May 2011
China Grill Management  February 2007 - July 2008
BICE Ristorante (Miami)   January 2006 - 2008
BICE Ristorante (Miami)   January 2006 - February 2007
Dan Marino's Fine Food & Restaurant   February 2005 - January 2006
Merrill Lynch  January 2001 - January 2002
China Grill Management  January 2000 - January 2002
Morgan Stanley   January 2000 - January 2001
Murphy's Law Irish Pub   January 1997 - January 2000

Skills
Hospitality, Hotels, Restaurants, Food & Beverage, Forecasting, Budgets, Catering, Event Management, Income Statement, Hospitality Management, Event Planning, Revenue Analysis, Sales, Management, Hospitality Industry, Training

Education
Florida International University   1997 — 2003
B.A, Business Administration/ Finance

Belen Jesuit Preparatory School   1986 — 1993
Diploma

Eddie Bettega, MBA Eddie Bettega, MBA Miami/Fort Lauderdale Area Details
Eddie Bettega, MBA's Morgan Stanley Experience July 2015 - Present
Job Registered Client Service Associate at Morgan Stanley Wealth Management
Industry Banking
Experience
Morgan Stanley   July 2015 - Present
Ocean Bank  June 2013 - January 2015

Skills
Series 7, Banking, Management, Private Banking, Investments, Wealth Management, KYC, Leadership, Financial Services, Portfolio Management, Financial Risk, Strategic Planning, Business Development, Finance, Financial Analysis, Bank Secrecy Act, Sales, OFAC, Public Speaking, International Business

Education
University of Miami - School of Business
Master of Business Administration (MBA), Finance, Management

Florida International University   2009 — 2010
Master of Science (M.S.), Hospitality Administration/Management

University of South Florida   2003 — 2007
Bachelor of Arts (B.A.), International Business

Other

Alexander Fakhir Alexander Fakhir Miami, Florida Details
Alexander Fakhir's Morgan Stanley Experience June 2013 - August 2013
Job .
Industry Financial Services
Experience
Keller Williams Realty, Inc.   June 2014 - August 2014
Morgan Stanley   June 2013 - August 2013
Interaudi Bank  May 2012 - August 2012

Skills
Banking, Portfolio Management, Capital Markets, Financial Analysis, Credit, Research, Customer Service, Social Media, Time Management

Education
Florida International University   2013 — 2015
Bachelor's Degree, Finance and Financial Management Services, Senior

Western New England College   2011 — 2013

Jay Gordon Jay Gordon Tampa/St. Petersburg, Florida Area Details
Jay Gordon's Morgan Stanley Experience May 2001 - October 2002
Job Sr. Business Analyst / Agile Certified Scrum Master (CSM)
Industry Information Technology and Services
Experience
Bisk Education  June 2010 - July 2015
GunnAllen Financial  September 2005 - May 2010
Danka Business Systems  April 2004 - September 2005
McDonald's Corporation  October 2002 - April 2004
Morgan Stanley   May 2001 - October 2002
CIGNA Healthcare  October 1998 - May 2001

Skills
Visio, Vendor Management, Process Improvement, Sarbanes-Oxley Act, SharePoint, Business Analysis, SDLC, Business Process..., Business Intelligence, PMP, Requirements Gathering, Requirements Analysis, Project Management, Microsoft SQL Server, Software Project..., PMO, XML, .NET, Windows, Visual Basic, Project Portfolio..., Management, SQL, Business Process Design, Software Documentation, T-SQL, IT Strategy, ERP, Agile Methodologies, Scrum

Education
Western Connecticut State University   1993 — 1997
B.B.A., MANAGEMENT INFORMATION SYSTEMS

Florida Institute of Technology
Master of Business Administration (MBA), Information Technology Management

Jorge Longueira Jorge Longueira Miami/Fort Lauderdale Area Details
Jorge Longueira's Morgan Stanley Experience August 2015 - Present
Job International Wealth Management
Industry Investment Management
Experience
Morgan Stanley   August 2015 - Present
Norwegian Cruise Line  March 2014 - July 2015
Carnival Cruise Lines  October 2012 - December 2013
Royal Caribbean International  June 2011 - October 2012
Assurant  June 2007 - June 2011
Magazine Union Readers Club   January 2000 - June 2007

Skills
Sales, Leadership, Customer Service, Analysis, Sales Management, Call Centers, Negotiation, Microsoft Excel, PowerPoint, Outlook, Team Building, Research, Call Center, Customer Retention, Microsoft Office, New Business Development, Consulting, Cruises, Business Strategy, Business Intelligence, Team Leadership, Siebel, CRM, Marketing Strategy, Marketing, Tourism, Social Media, Training, Management, Salesforce.com, Business, Business Planning, Business Analysis, Finance, Event Management, Hospitality

Education
Florida International University
2009B.A, Finance

Rosalyn Ratchford-Shook Rosalyn Ratchford-Shook Greater Atlanta Area Details
Rosalyn Ratchford-Shook's Morgan Stanley Experience December 1993 - May 2006
Job Regional Vice President, Dreyfus Investments/ BNY Mellon
Industry Financial Services
Experience
Dreyfus  April 2010 - Present
Wells Fargo Advisors  September 2008 - April 2010
Morgan Stanley   December 1993 - May 2006

Skills
Series 7

Education
Florida State University   1985 — 1989
B.S., Economics

Laetitia Bendavid Laetitia Bendavid Miami, Florida Details
Laetitia Bendavid's Morgan Stanley Experience October 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
Morgan Stanley   October 2014 - Present

Education
Florida International University   2000 — 2006
Bachelor of Business Administration (B.B.A.), International Business

Bruce Farlow Bruce Farlow Sarasota, Florida Details
Bruce Farlow's Morgan Stanley Experience 1993 - 2000
Job Realtor
Industry Real Estate
Experience
Michael Saunders & Company  January 2015 - Present
Michael Saunders & Company  January 2015 - Present
Morgan Stanley   1993 - 2000

Skills
Listing Homes, Sales, Sellers, Real Estate, Residential Homes, Marketing, Property Management, Investment Properties, Condos, Rentals, Leases, Relocation, Single Family Homes, First Time Home Buyers, Short Sales, Buyer Representation, Listings, Investments, Series 7, Series 63, Series 65, Life & Health Licenses, Variable Annuities, Managed Futures, General Securities..., Real Estate Development

Education
University of North Florida   1981 — 1983
Economics

Florida Southern College   1977 — 1981
Bachelor's degree, Business/Managerial Economics

Raymond Caro, Lieutenant Raymond Caro, Lieutenant Washington D.C. Metro Area Details
Raymond Caro, Lieutenant's Morgan Stanley Experience June 2001 - June 2003
Job USCG Workforce and Human Capital Manager
Industry Military
Experience
Association Of Naval Services Officers (ANSO)   August 2014 - Present
U.S. Coast Guard   August 2013 - Present
Association Of Naval Services Officers (ANSO)   April 2014 - September 2014
USCG Maritime Safety and Security Team 91108   June 2010 - July 2013
USCG District 7 - Intelligence   July 2007 - June 2010
United States Coast Guard - Sector Miami   August 2004 - July 2007
Morgan Stanley   June 2001 - June 2003

Skills
Security Clearance, Military Operations, Military Experience, Operational Planning, National Security, DoD, Force Protection, Defense, Leadership, Government, Intelligence Analysis, Emergency Management, Homeland Security, Program Management, Intelligence, Organizational..., Security, Team Leadership, Physical Security, Information Assurance, Microsoft Office, Military Logistics, Military Training, Tactics, Leadership Development, Policy, Operations Management, Management, Crisis Management, Interagency Coordination, Contingency Planning, Exercises, Logistics

Education
National Intelligence University   2013 — 2016
Master's of Science, GPA 3.74, Strategic Intelligence

Florida International University   2000 — 2002
Bachelor of Business Administration (BBA), Magna Cum Laude, Finance and Financial Management Services

Miami Dade College   1998 — 2000
Associate of Arts (AA), Business Administration, Management and Operations

Nahuel Itzcovitch Nahuel Itzcovitch Miami, Florida Details
Nahuel Itzcovitch's Morgan Stanley Experience November 2010 - Present
Job Prívate Wealth Asociate
Industry Financial Services
Experience
Morgan Stanley   November 2010 - Present
Prudential Financial  February 2010 - November 2010

Skills
Spanish, Strategic Financial..., Investments, Financial Analysis, Risk Management, Marketing Strategy, Insurance, Business Strategy, Finance, PowerPoint, Negotiation, Business Planning, English, Catalan, Portuguese, trilingual, Alternative Investments, Wealth Management..., Wealth, Investment Management

Education
Florida International University - College of Business Administration   2005 — 2010
International Business, Finance

Coral Gables Seinor High School   2000 — 2004
Highschool diploma

Carver middle

Eddy Zervigon Eddy Zervigon Greater New York City Area Details
Eddy Zervigon's Morgan Stanley Experience August 1997 - June 2012
Job Principal Alta Loma Energy
Industry Financial Services
Experience
Alta Loma Energy   July 2012 - Present
Bloom Energy  2007 - Present
DigitalGlobe  2004 - Present
Morgan Stanley   August 1997 - June 2012
Greenwich High Yield   May 1996 - August 1996
PwC  1992 - 1995

Skills
Start-ups, Private Equity, Corporate Governance, Equities, Investment Banking, Capital Markets, Alternative Energy, Finance, Management, Alternative Investments, Financial Markets, Portfolio Management, Business Planning, Hedge Funds, Strategy, Venture Capital, Mergers & Acquisitions, Trading

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1995 — 1997
MBA

Florida International University - College of Business Administration   1990 — 1992
Masters - Taxation, Tax

Florida International University - College of Business Administration   1988 — 1990
Bachelor of Accounting, Accounting

Jean Jacques Borno, CFP®, CIMA® Jean Jacques Borno, CFP®, CIMA® Washington D.C. Metro Area Details
Jean Jacques Borno, CFP®, CIMA®'s Morgan Stanley Experience December 2005 - January 2008
Job Private Wealth Advisor for Business Owners & Professionals
Industry Investment Management
Experience
PRIVATE WEALTH CFOs LLC   May 2010 - Present
LPL Financial  January 2008 - May 2010
Morgan Stanley   December 2005 - January 2008
Merrill Lynch  January 2002 - December 2005

Skills
Private Wealth..., Investment Management, Personal Proactive..., Planning for Large Cash..., Retirement Planning, Retirement Plan..., Executive Stock..., Estate Tax Planning, Certified Financial..., Certified Investment..., Wealth Management, Wealth Management..., Strategic Financial..., Investment Advisory, Investments, Asset Allocation

Education
University of Virginia Darden School of Business   2015 — 2017
Master of Business Administration (MBA) Candidate

Florida International University
BS December 1993, Business Administration

Wharton Business School and Investment Management Consultants Association
Certified Investment Management Analyst (CIMA®) Jan 2007, Investment Management

The American College   2005 — 2006
Chartered Financial Consultant (ChFC®), Comprehensive Financial Planning

Joseph Ammar Joseph Ammar New York, New York Details
Joseph Ammar's Morgan Stanley Experience June 2015 - Present
Job Student at Yeshiva University Finance
Industry Financial Services
Experience
Morgan Stanley   June 2015 - Present
Shiraz Events  October 2013 - Present

Skills
Languages, Computers, Mathematics, Team Leadership, Team Building, Teamwork, Athletic Performance, Critical Thinking, Communication, Strategic Planning, Sales, Public Speaking, Microsoft Excel, Social Skills, PowerPoint, Social Media, Microsoft Word, Social Networking, Leadership

Education
Yeshiva University   2014 — 2016
Finance, Banking and Financial Support Services

Florida International University - College of Business   2012 — 2016
Bachelor's degree, Finance

Michael R. Antczak Michael R. Antczak Hallandale, Florida Details
Michael R. Antczak's Morgan Stanley Experience April 2012 - May 2013
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge  2014 - Present
PNC  2013 - 2014
Morgan Stanley   April 2012 - May 2013
The Walt Disney Company  June 2011 - January 2012
Luxottica Group  March 2004 - May 2011

Skills
Portfolio Management, Investment Advisory, Asset Allocation, Retirement Planning, Wealth Management, Banking, Credit

Education
Florida International University   2006 — 2011
Business Administration, Finance

Robert L Johnson, IV Robert L Johnson, IV San Francisco Bay Area Details
Robert L Johnson, IV's Morgan Stanley Experience July 2015 - September 2015
Job Investment & Relationship Manager
Industry Investment Management
Experience
Morgan Stanley   July 2015 - September 2015
UBS Wealth Management  February 2005 - August 2012
Wachovia, A Wells Fargo Company  August 2002 - February 2005
Wachovia, A Wells Fargo Company  May 2002 - August 2002

Skills
Equities, Mutual Funds, Investments, Fixed Income, Portfolio Management, Finance, Alternative Investments, Banking, Leadership, Bloomberg, Risk Management, Wealth Management, Trading, Microsoft Office, Securities, Bloomberg Terminal, Financial Services, Leadership Development, Interpersonal Skill, Time Management, Asset Management, Relationship Management, Project Management, Asset Allocation, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Trading Operations, Presentations, KYC, anti-money laundering..., Micros, Capital Markets, MS Excel Pivot Tables, Cross Functional Team..., Interpersonal Skills, Analytical Skills, Social Media, Social Media..., Bonds, Financial Analysis, Marketing Strategy

Education
Florida International University - College of Business Administration   2012 — 2014
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.8

Morgan State University   1997 — 2003
Bachelor of Science, International Finance

Joseph Ban Joseph Ban Greater Denver Area Details
Joseph Ban's Morgan Stanley Experience January 1999 - January 2000
Job Founder at Wovo
Industry Individual & Family Services
Experience
Wovo   May 2014 - Present
Specialized Sitters   January 2012 - Present
T3Live.com  January 2005 - September 2014
Wovo   2014 - 2014
E*TRADE Financial  January 2000 - January 2005
Morgan Stanley   January 1999 - January 2000

Skills
Options, Equities, Trading, Series 7, Hedge Funds, Securities, Financial Markets, Technical Analysis, Equity Trading, Proprietary Trading, Trading Strategies, Series 63, Risk Management, Stocks, Financial Analysis, Electronic Trading

Education
Florida State University   1995 — 1999
Bachelor of Science (B.S.), Accounting and Finance

Brian J. Condo, CFS® Brian J. Condo, CFS® West Palm Beach, Florida Area Details
Brian J. Condo, CFS®'s Morgan Stanley Experience March 2000 - November 2001
Job Regional VP | External Wholesaler
Industry Financial Services
Experience
Shoreline Financial Group   May 2014 - Present
Jackson National Life  December 2009 - April 2014
Jackson National Life  September 2006 - November 2009
WM Financial Services  October 2003 - September 2006
Riggs Securities   May 2003 - October 2003
WM Financial Services  November 2001 - May 2003
Morgan Stanley   March 2000 - November 2001

Skills
Mutual Funds, Alternative Investments, Variable Annuities, Sales, Separately Managed..., Financial Services, ETFs, Investments, Fixed Annuities, Retirement Planning, Series 7, Series 63, Series 65, Securities, Asset Management, Indexed Annuities, Retirement, Investment Advisory, New Business Development, Sales Management, 401k, Mentoring, Collaboration, Business Process..., Wealth Management, Insurance, Asset Allocation, Life Insurance, Financial Planning, Finance, Management, Leadership, Financial Advisory, Investment Strategies, Portfolio Management, Estate Planning, Strategic Planning, Equities, Bonds, CRM, Relationship Management, Consulting, Fixed Income, Consultative Selling, Investment Management, Salesforce.com, Team Building, Marketing, Strategy, IRAs

Education
Florida State University
Bachelor of Science (BS), International Affairs, Business

Fred Perez Fred Perez Melbourne, Florida Area Details
Fred Perez's Morgan Stanley Experience 2003 - 2003
Job Lead Editor/Data Manager at Harris Corporation
Industry Information Services
Experience
Harris Corporation  June 2011 - Present
L-3 Communications  April 2010 - June 2011
DRS Technologies  November 2003 - November 2009
Morgan Stanley   2003 - 2003
Dictaphone Corporation  1996 - 2002

Skills
Technical Writing, Software Documentation, Program Management, SharePoint, FrameMaker, Project Management, Technical Documentation, Integration, Process Improvement, Cross-functional Team..., Software Development, Microsoft Office, Team Leadership, Management, Troubleshooting, Windows, Enterprise Software, Leadership, Security, Systems Engineering, Earned Value Management, DoD, Analysis, Editing, Business Development, Testing

Education
Florida Institute of Technology   1999 — 2003
MBA, (focus on Management and Communication)

Florida Institute of Technology   1993 — 1996
BS, Business Communication (with honors)

Scott A. Orr. Scott A. Orr. United States Details
Scott A. Orr.'s Morgan Stanley Experience April 1987 - September 2005
Job Senior Vice President Branch Manager at Wells Fargo Advisors
Industry
Experience
Wells Fargo Advisors  November 2014 - Present
Wells Fargo Advisors  December 2008 - October 2014
Wells Fargo Securities  January 2007 - November 2008
Morgan Stanley   April 1987 - September 2005
Dean Witter Reynolds Inc.  June 1979 - August 1982

Education
Florida Atlantic University   1979 — 1982
Master's degree, Secondary Education and Teaching

Florida Atlantic University   1977 — 1979
Bachelor's degree, Secondary Education and Teaching

Shannel Roberson Shannel Roberson Richmond, Virginia Area Details
Shannel Roberson's Morgan Stanley Experience June 2010 - July 2013
Job Portfolio Analyst
Industry Financial Services
Experience
Federal Reserve Bank of Richmond  July 2013 - Present
Saphyre LLC   October 2009 - Present
Morgan Stanley   June 2010 - July 2013
TRAVELERS INSURANCE COMPANY  June 2008 - March 2010
Nationwide Insurance Company  August 2007 - June 2008
American Funds  April 2006 - August 2007
Morgan Stanley   July 2005 - March 2006
Morgan Stanley   August 2002 - August 2004

Skills
Budgeting, Event Management, Coordination, Customer Service, Event Planning, Program Management, Microsoft Office, Writing, Excel

Education
Florida International University   2010 — 2012
Master of Business Administration (M.B.A.), Business Administration

Florida International University   2008 — 2010
Master of Science (MS), Hospitality Management

Hampton University   2001 — 2005
Bachelor Liberal Arts, English

Kristin Berbusse Kristin Berbusse West Palm Beach, Florida Details
Kristin Berbusse's Morgan Stanley Experience October 2013 - December 2013
Job Communications and Sales
Industry Public Relations and Communications
Experience
Brown Distributing Company FL/VA  September 2015 - Present
The Palm Beach Par 3 Golf Course   March 2015 - Present
Modernizing Medicine  September 2014 - March 2015
Morgan Stanley   October 2013 - December 2013
The Palm Beach Par 3 Golf Course   June 2011 - August 2013
Quiksilver  2009 - 2010
Sushi Jo   2007 - 2009

Skills
Social Media, Public Relations, Facebook, Event Management, Microsoft Office, PowerPoint, Media Relations, Social Networking, Social Media Marketing, Public Speaking, Microsoft Excel, Microsoft Word, Customer Service, Editing, Photoshop, Research, Teamwork, Sales, Retail, Data Entry, Marketing, Networking, Building Relationships, Windows, Email Marketing, Marketing Strategy, Time Management

Education
Florida Gulf Coast University   2010 — 2014
Bachelor of Communication; management minor, Public Relations

Florida Atlantic University   2011 — 2012

Samantha Alford Samantha Alford Greater New York City Area Details
Samantha Alford's Morgan Stanley Experience November 2012 - Present
Job Registered Associate
Industry Financial Services
Experience
Morgan Stanley   November 2012 - Present

Skills
Developing Client..., Retail, Public Speaking, Product Marketing, Staff Training, Product Knowledge, Microsoft Office, PowerPoint skills, Outstanding Customer..., Time Management, Excel, Digital Media, Social Networking, Teamwork, Survey Research, Conducting Interviews, Microsoft Excel, PowerPoint, Customer Service, Sales, Social Media

Education
CUNY Hunter College
Bachelor of Arts, Anthropology

Universitat Pompeu Fabra   2008 — 2008

Florida Atlantic University
Associate's Degree

Maria Bannon Maria Bannon Columbus, Georgia Area Details
Maria Bannon's Morgan Stanley Experience August 2004 - October 2005
Job Investment & Life Associate, Revanta Financial Group
Industry Financial Services
Experience
The Ausband Agency, Inc.   2007 - Present
Revanta Financial Group LLC   2007 - Present
Morgan Stanley   August 2004 - October 2005
AmSouth Bank - AmSouth Investment Services, LLC.   September 1999 - September 2004

Skills
Investments, Insurance, Life Insurance, Fixed Annuities, Series 7, Term Life Insurance, Uniform Combined State..., Life & Health Insurance..., Licensed Life Insurance..., Universal Life, Risk Management, Team Building, Financial Planning, Financial Analysis, Customer Service, Finance, Series 66, Life, Health, Variable..., Sales, Microsoft Excel, Management

Education
Florida Community College at Jacksonville   1983 — 1985

Lara Michelle Dalton, CFP® Lara Michelle Dalton, CFP® Miami/Fort Lauderdale Area Details
Lara Michelle Dalton, CFP®'s Morgan Stanley Experience February 2008 - November 2008
Job Registered Client Service Associate at UBS Financial Services
Industry Financial Services
Experience
UBS  November 2008 - Present
Morgan Stanley   February 2008 - November 2008

Education
Florida International University   2004 — 2007
Bachelor of Business Administration (B.B.A.), International Business

Kaplan University
Certificate of Financial Planning

Samir Qureshi Samir Qureshi West Palm Beach, Florida Area Details
Samir Qureshi's Morgan Stanley Experience November 2010 - November 2011
Job Strategy, Business Development, Healthcare M&A
Industry Hospital & Health Care
Experience
South Florida Radiation Oncology  February 2012 - Present
Morgan Stanley   November 2010 - November 2011
Novartis Pharmaceuticals  June 2006 - March 2010
Eli Lilly & Company  June 2004 - June 2006

Education
UF MBA at the Hough Graduate School of Business   2008 — 2010
Master of Business Administration (MBA)

Florida International University - College of Business   2000 — 2004
Bachelors in Business, Finance

Joshua X. Talley Joshua X. Talley Baltimore, Maryland Area Details
Joshua X. Talley's Morgan Stanley Experience March 2013 - Present
Job Associate at Morgan Stanley
Industry Consumer Services
Experience
Morgan Stanley   March 2013 - Present
Primerica  2012 - March 2013
Morris Hardwick Schneider  September 2010 - December 2011

Skills
Training, Business Development, Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Public Speaking, Sales, Mortgage Lending, Microsoft Word, Outlook, Social Media, Recruiting, Strategic Planning

Education
Loyola University Maryland-- Sellinger School of Business   2011 — 2013
MBA, Business Consulting

Florida Southern College   2005 — 2009
B.A., Political Science, Business Administration

The Park School

Nancy J DeMartini Nancy J DeMartini Miami/Fort Lauderdale Area Details
Nancy J DeMartini's Morgan Stanley Experience November 1997 - November 2008
Job Managing Partner of Event Kitchen953
Industry Hospitality
Experience
Event Kitchen953   November 2012 - Present
Grossauer Consulting, Inc.   January 2012 - July 2012
UBS Financial Services inc  2008 - December 2011
Hospice 100   1994 - 2011
Morgan Stanley   November 1997 - November 2008

Skills
Teamwork, Marketing Strategy, Event Planning, Microsoft Excel, Fundraising, Work Ethic, Customer Service, Project Management, Marketing, Investments, Microsoft Word, Budgets, Sales, Social Media, Strategic Planning, Business Development

Education
Florida Atlantic University
BS, Finance

Florida State University

Ranju Rahil Ranju Rahil Dallas/Fort Worth Area Details
Ranju Rahil's Morgan Stanley Experience 2007 - Present
Job AVP Repurchase Management at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley   2007 - Present
Student Loan Relief Organization LLC   2002 - 2008
Wilmington Finance  June 2006 - March 2007
Integrated Compliance Solutions  March 2004 - June 2006

Skills
Mortgage Banking, Mortgage Lending, Loans, Mortgage Underwriting, Loan Origination, Risk Management, Loss Mitigation, Mortgage Servicing, Management, Portfolio Management, Residential Mortgages, Financial Risk, Credit, Loan Servicing, Due Diligence, Credit Risk, Banking, Underwriting, Credit Analysis, Financial Services, AML, Asset Management, Capital Markets

Education
Florida Atlantic University   2001 — 2003
B.A., Sociology

Chris M. Wagner Chris M. Wagner Greensboro/Winston-Salem, North Carolina Area Details
Chris M. Wagner's Morgan Stanley Experience December 2011 - Present
Job Portfolio Manager at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley   December 2011 - Present
Wells Fargo Advisors, LLC  April 2011 - December 2011
RBC Wealth Management  September 2006 - April 2011
Morgan Financial, Inc.   September 2004 - September 2006
Balboa Capital Corporation  September 2003 - September 2004
Poole, McKinley and Blosser   January 1999 - August 2002

Skills
Portfolio Management, Equities, Options Strategies, Municipal Bonds, Capital Markets, Endowments, Hedge Funds, Fixed Income, Strategic Financial..., Private Equity, Investments, Alternative Investments, Venture Capital, Asset Management, Financial Advisory, Private Foundations, Institutional..., Bloomberg Terminal, Rule 144, Reuters, ThomsonOne, Estate Planning, Asset Managment, Series 7, Separately Managed..., Credit, Seed Capital, investment office..., Oil & Gas Industry

Education
Florida State University   1998 — 2002
BS, Political Science/Business Administration

Jorge A. Wall Jorge A. Wall Miami, Florida Details
Jorge A. Wall's Morgan Stanley Experience April 2015 - Present
Job Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   April 2015 - Present
Merrill Lynch  October 2010 - March 2015
Gerdau S.A  April 2007 - September 2010
Merrill Lynch - Private Client   1998 - 2004

Skills
Financial Modeling

Education
Thunderbird School of Global Management   2005 — 2006
MBA, International Management

Florida International University   1997 — 1999
BBA, Finance

San Andres   1982 — 1993

Juan Carlos JC Hernandez Juan Carlos JC Hernandez Miami/Fort Lauderdale Area Details
Juan Carlos JC Hernandez's Morgan Stanley Experience March 2002 - September 2002
Job AVP / Portfolio Manager at BankUnited
Industry Banking
Experience
BankUnited  January 2005 - Present
State Farm Insurance  September 2002 - December 2004
Morgan Stanley   March 2002 - September 2002

Education
Florida International University   2010 — 2011
Masters, Accounting

Florida International University   2002 — 2006
Bachelor, Finance / International Business/ Accounting

Ruchi Shewaramani Ruchi Shewaramani Washington D.C. Metro Area Details
Ruchi Shewaramani's Morgan Stanley Experience 2007 - 2008
Job Identity & Access Management, Application Security & Vulnerability Management, Compliance
Industry Computer Software
Experience
DC Health Benefit Exchange  August 2013 - Present
WMATA  May 2011 - July 2013
WMATA  May 2010 - April 2011
Montgomery County Public Schools  February 2010 - June 2010
University of Louisville  August 2009 - January 2010
Digital River  January 2009 - May 2009
AmerisourceBergen  August 2008 - January 2009
Cigital, Inc.   July 2007 - April 2008
Morgan Stanley   2007 - 2008
Security Innovation Inc.   May 2005 - August 2005

Skills
Solution Implementation, Enterprise Architecture, Identity Management, Information Security, Team Leadership, Access Control..., Corporate Communications, Oracle Identity Manager, WebInspect, Oracle Adaptive Access..., Security, Integration, Agile Methodologies, Computer Security, Conflict Transformation, Databases, Siteminder, Active Directory, Cloud Computing, Solution Architecture, Web Application Security, Requirements Analysis, IT Strategy, Application Security

Education
Florida Institute of Technology
M.S, Computer Science

Guru Gobind Singh Indraprastha University
B.Tech, Information Technology

Seattle University
Masters in Software Engineering

Raymond Caro Raymond Caro Saint Marys, Georgia Details
Raymond Caro's Morgan Stanley Experience July 2001 - March 2003
Job Operations Officer Maritime Safety and Security Team (91108) Kings Bay Georgia
Industry Government Administration
Experience
U.S. Coast Guard   July 2010 - Present
Morgan Stanley   July 2001 - March 2003
Wachovia, A Wells Fargo Company  July 1999 - July 2001

Skills
Personal Finance, Operations Management, Strategic Leadership

Education
Florida International University   2000 — 2002
Bachelor of Science, Finance

Miami Dade College   1998 — 2000
Associate in Arts, Business Administration

Richard Barefoot Richard Barefoot West Palm Beach, Florida Area Details
Richard Barefoot's Morgan Stanley Experience October 2004 - Present
Job Executive Director Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley   October 2004 - Present
Wachovia Settlement Services  April 2008 - October 2008
Washington Mutual Bank  August 2001 - October 2004

Education
Florida Atlantic University

Randall Kowalski, Randall Kowalski, Greater Chicago Area Details
Randall Kowalski,'s Morgan Stanley Experience 1984 - 2000
Job VP at MF Global
Industry Financial Services
Experience
MF Global  Sr VPHSBC Securities2001 - 2004
Morgan Stanley   1984 - 2000

Education
Pace University - Lubin School of Business   1985 — 1986
International Finance

Florida Atlantic University   1981 — 1984
BBS, Finance

Crystal Kilgour Crystal Kilgour Miami/Fort Lauderdale Area Details
Crystal Kilgour's Morgan Stanley Experience 2005 - 2006
Job Financial Reporting Analyst
Industry Banking
Experience
Kilgour & Associates   October 2014 - Present
BankUnited  January 2011 - September 2014
Capital Bank  May 2008 - 2010
Protiviti  January 2007 - 2008
Morgan Stanley   2005 - 2006

Skills
Risk Management, Credit, Credit Analysis, Banking, Financial Analysis, Loans, Financial Risk, Analysis, Microsoft Excel, Data Analysis, Financial Modeling, Finance, Financial Reporting, Due Diligence, Accounting, Financial Services, Internal Audit, Portfolio Management, Credit Risk, CAS, Hyperion

Education
Northeastern University   2014 — 2016
Masters of Science, Finance

Florida International University - College of Business Administration   2004 — 2006
Bachelor of Business Administration (BBA), Finance

F. Jay Meistrell III F. Jay Meistrell III Miami/Fort Lauderdale Area Details
F. Jay Meistrell III's Morgan Stanley Experience February 2002 - April 2003
Job Finance and Management Professional
Industry Investment Management
Experience
VMR Products, LLC   January 2010 - Present
CV Realty   July 2008 - July 2010
Bayview Asset Management  January 2009 - January 2010
Bayview Financial  July 2005 - July 2008
Bayview Financial  July 2005 - July 2008
Wachovia Securities Financial Network  June 2003 - July 2005
Morgan Stanley   February 2002 - April 2003
Revenue Technology Services   July 2000 - January 2002

Education
Florida International University - College of Business Administration   2007 — 2009
Masters of Science in International Real Estate

Florida International University - College of Business Administration   1995 — 1997
Bachelor of Business Administration

Florida International University - College of Business

Romel Rodriguez Romel Rodriguez Miami/Fort Lauderdale Area Details
Romel Rodriguez's Morgan Stanley Experience January 2014 - Present
Job First Vice President
Industry Financial Services
Experience
Morgan Stanley   January 2014 - Present
Barclays Wealth and Investment Management  September 2010 - January 2014

Education
Florida International University - College of Business   1996 — 2000

Pamela Barrow Pamela Barrow Greater New York City Area Details
Pamela Barrow's Morgan Stanley Experience December 2001 - April 2007
Job Director at Freddie Mac
Industry Financial Services
Experience
Morgan Stanley   December 2001 - April 2007

Education
Florida Southern College   1985 — 1989

Kevin V. Do Kevin V. Do New York, New York Details
Kevin V. Do's Morgan Stanley Experience June 2005 - March 2007
Job Sr. Financial Analyst at Beachwold Residential, LLC
Industry Real Estate
Experience
Beachwold Residential, LLC   June 2007 - Present
Tarragon Corporation  July 2006 - Present
Tarragon Management, Inc., wholly owned by Tarragon Corporation   2006 - Present
Morgan Stanley   June 2005 - March 2007

Skills
Forecasting, Due Diligence, Financial Analysis, Property Management, Real Estate, Real Estate Economics, Disposition

Education
Florida Atlantic University   2001 — 2005
Bachelor of Science, Finance/Economic

Osman Izaz Osman Izaz Montreal, Canada Area Details
Osman Izaz's Morgan Stanley Experience May 2014 - Present
Job Project Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley   May 2014 - Present
IMS Brogan  November 2013 - March 2014
Yellow Pages Group / Groupe Pages Jaunes – Canada   April 2011 - October 2013
IBM  February 2010 - April 2011
CGI  January 2008 - July 2010
SITA  January 2009 - 2010
IBM  2004 - 2008

Skills
PMO, Project Portfolio..., SDLC, Project Planning, MS Project, Program Management, Project Delivery, Vendor Management, Resource Management, IT Service Management, IT Management, Release Management, PMI, Risk Mitigation, IT Strategy, Integration, Software Project..., System Deployment, SharePoint, Risk Management, Project Management, Unix, Change Management, PMP, Visio, Servers, Requirements Gathering, Disaster Recovery, Agile Project Management, Business Process..., Requirements Analysis, Service Delivery, IT Operations, Software Documentation, Infrastructure, Quality Assurance, Solution Architecture, Agile Methodologies, Enterprise Architecture, Software Development, Business Intelligence, Scrum, Data Warehousing, Business Process Design, CRM, SOA, Business Requirements, Outsourcing, Oracle, User Acceptance Testing

Education
McGill University   2007 — 2008
Post Graduate Diploma, Project Management

Florida Institute of Technology   2000 — 2001
Computer Science

Heather S. Oliver Heather S. Oliver Fort Lauderdale, Florida Details
Heather S. Oliver's Morgan Stanley Experience July 2006 - April 2008
Job Vice President | Financial Advisor at SunTrust Investment Services
Industry Financial Services
Experience
SunTrust Investment Services, Inc.   August 2012 - Present
BankAtlantic  April 2008 - August 2012
Morgan Stanley   July 2006 - April 2008

Skills
Retirement Planning, Investment Strategies, Investments, Financial Services, Strategic Financial..., Portfolio Management, Finance, Financial Planning, Risk Management, Management

Education
Florida State University   1992 — 1996
Bachelors of Science, Business, Sales & Marketing

Florida State University

Charles J Hazlett Charles J Hazlett Miami/Fort Lauderdale Area Details
Charles J Hazlett's Morgan Stanley Experience March 1986 - December 1988
Job Managing Partner of JEY Hospitality Group, Rok Brgr, Public House,Salinas Beach Club, WebDiner
Industry Financial Services
Experience
CP Capital Securities   July 2003 - July 2007
Stanford Group Company  January 2002 - July 2003
Prudential Securities  August 1992 - January 2002
Merrill Lynch  January 1988 - August 1992
Morgan Stanley   March 1986 - December 1988

Skills
Investments, Venture Capital, Small Business, Hedge Funds, Alternative Investments, Capital Markets, Fixed Income, Equities, Investment Banking, Private Equity, Series 7, Derivatives, Asset Management, Wealth Management, Securities

Education
Florida International University   1979 — 1983
Bachelor of Business Administration (BBA), Finance and International Business

Tania Abouzeide Tania Abouzeide Miami/Fort Lauderdale Area Details
Tania Abouzeide's Morgan Stanley Experience 2003 - 2005
Job Higher Education Professional/ Doctoral Student
Industry Education Management
Experience
University of Miami  May 2014 - Present
Florida International University  May 2011 - May 2014
Florida International University  June 2011 - December 2012
Florida International University  December 2006 - May 2011
Miami-Dade County Public Schools  2010 - 2010
Morgan Stanley   2003 - 2005

Skills
Student Affairs, Higher Education, Student Development, Academic Advising, Admissions, Adult Education, University Teaching, Higher Education..., Academic Administration, Student Leadership, Student Recruiting, Enrollment Management, Campus, Student Counseling, Academia, College Teaching, Career Counseling, Public Speaking, Research

Education
Florida International University   2014 — 2019
Doctor of Education (Ed.D.), Higher Education/Higher Education Administration

Florida International University   2008 — 2010
Master of Science (M.Sc.), Counselor Education

Florida International University
Bachelor of Business Administration (BBA), Marketing

Douglas F. Halliday Jr. Douglas F. Halliday Jr. Key Biscayne, Florida Details
Douglas F. Halliday Jr.'s Morgan Stanley Experience March 2005 - February 2006
Job Private Client Banker at JPMorgan Chase & Co.
Industry Banking
Experience
JPMorgan Chase & Co.   March 2015 - Present
Citibank  August 2008 - February 2015
Jonker Navigation Corp (USA) Inc   June 2007 - August 2008
Soloman Smith Barney  February 2006 - June 2007
Morgan Stanley   March 2005 - February 2006

Skills
Banking, Commercial Banking, Credit Analysis, Customer Service, Credit, Management, Portfolio Management, Retail Banking, Strategic Planning, Finance, Microsoft Office

Education
Florida International University
Bachelor’s Degree, Finance

Elio Villegas Elio Villegas Brooklyn, New York Details
Elio Villegas's Morgan Stanley Experience June 2010 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   June 2010 - Present
Regions Bank  May 2006 - June 2010
Florida Army National Guard  March 2006 - April 2009
US Army  July 2001 - March 2006

Skills
Banking, Loans, Credit, Credit Analysis, Retail Banking, Credit Risk, Portfolio Management

Education
Florida International University - College of Business Administration   2006 — 2010
Bachelor of Science (BS), Finance, General

Lou Cocker Lou Cocker Fort Belvoir, Virginia Details
Lou Cocker's Morgan Stanley Experience March 1999 - November 2000
Job Chief, Second Destination Transportation at HQDA G4, U.S. Army Logistics Innovation Agency
Industry Defense & Space
Experience
HQDA G-4, U.S. Army Logistics Innovation Agency   January 2015 - Present
U.S. Army Logistics Innovation Agency   July 2008 - December 2014
Battelle  August 2001 - March 2010
Morgan Stanley   March 1999 - November 2000
US Army  June 1979 - May 1999

Skills
DoD, Security Clearance, Defense, Military, Systems Engineering, Government Contracting, National Security, Program Management, Command, Military Operations, Operational Planning, Process Improvement, Military Logistics, Military Experience, Management

Education
United States Military Academy at West Point   1975 — 1979
BS, General Engineering

Florida Institute of Technology
Master of Business Administration (MBA), Logistics, Materials, and Supply Chain Management

The George Washington University
Master of Science (M.S.), Engineering Management (Acquisition)

Penn State University
Supply Chain Management Certification

Kayra Rasmussen Kayra Rasmussen Greater Grand Rapids, Michigan Area Details
Kayra Rasmussen's Morgan Stanley Experience January 1987 - July 1999
Job Senior Complex Service Manager
Industry Financial Services
Experience
Morgan Stanley Smith Barney  July 1999 - Present
Smith Barney  July 1999 - June 2010
Morgan Stanley   January 1987 - July 1999

Education
Florida Metropolitan University

Nicole Izquierdo Nicole Izquierdo Orange County, California Area Details
Nicole Izquierdo's Morgan Stanley Experience September 1999 - October 2002
Job Senior Marketing Specialist at First American Trust, FSB
Industry Human Resources
Experience
First American Trust, FSB  September 2010 - Present
Silversage Advisors   May 2003 - June 2009
Morgan Stanley   September 1999 - October 2002

Skills
Marketing, Marketing Communications, CRM, Marketing Strategy, Direct Marketing, Strategy, Email Marketing, Online Marketing, Strategic Planning, Social Media Marketing, Online Advertising, Advertising, Vendor Management, Salesforce.com

Education
Florida Atlantic University
Business, Management, Marketing, and Related Support Services

Sandra Poirier Sandra Poirier Boca Raton, Florida Details
Sandra Poirier's Morgan Stanley Experience February 2010 - Present
Job Vice President, Complex Risk Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   February 2010 - Present
Smith Barney  June 2006 - February 2010
Smith Barney  July 1996 - June 2006

Skills
OFAC, AML, FINRA, Financial Risk, Securities, Series 7, Series 63, Finance, KYC, Anti Money Laundering, Bank Secrecy Act, Financial Services, Wealth Management..., Actimize

Education
Florida Atlantic University   1999 — 2001
BA, Communications

Ashley Dormus Ashley Dormus Greater New York City Area Details
Ashley Dormus's Morgan Stanley Experience 2000 - 2000
Job attorney at Legal Consultants
Industry Legal Services
Experience
Legal Consultants   May 2007 - Present
First Investors Corporation  September 2000 - September 2003
Morgan Stanley   2000 - 2000

Skills
Legal Research, Legal Writing, Mediation, Commercial Litigation, Contract Negotiation, Corporate Law, Employment Law, Financial Services, Litigation, Mutual Funds, Real Estate, Securities

Education
Florida Coastal School of Law   2003 — 2006
J.D.

Rutgers University

Stephen Woeber Stephen Woeber Sarasota, Florida Area Details
Stephen Woeber's Morgan Stanley Experience 1976 - Present
Job Senior Vice President Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   1976 - Present

Skills
Fixed Income, Equities, Derivatives, Series 7, Hedge Funds, Financial Services, Mutual Funds

Education
Florida Atlantic University   1969 — 1971
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Wharton Business School
Finance and Financial Management Services

Barry Tai Barry Tai Greater New York City Area Details
Barry Tai's Morgan Stanley Experience November 2004 - January 2009
Job Software Developer at AT&T
Industry Information Technology and Services
Experience
AT&T  March 2013 - Present
Societe Generale  May 2012 - December 2012
AT&T  February 2009 - February 2012
Morgan Stanley   November 2004 - January 2009

Skills
JAVA, C++, C#, DB, SQL,..., SQL, Fixed Income, Loans, XML, Java, C#, Agile Methodologies, Microsoft SQL Server, Software Development, JavaScript, Unix, Web Services, Linux, .NET, Java Enterprise Edition

Education
Florida Institute of Technology
M.S. Computer Science

S.Charlotte Ladd S.Charlotte Ladd Delray Beach, Florida Details
S.Charlotte Ladd's Morgan Stanley Experience 1986 - 2003
Job Professor at South University of West Palm Beach
Industry Health, Wellness and Fitness
Experience
South University of West Palm Beach   August 2015 - Present
Florida Atlantic University College of Nursing   2012 - Present
Bethesda Hospital  2006 - 2010
Morgan Stanley   1986 - 2003

Skills
Healthcare, Research, Strategic Financial..., BLS, Leadership, Patient Safety, Public Speaking, Teaching, Higher Education, Hospitals, Management, Health Education, Nursing Education, Oncology, Nursing

Education
Florida Atlantic University   2005 — 2015
PhD, MSN, BSN, Nursing

University of Rochester   1975 — 1977
Master of Arts (MA), History

Vassar College   1971 — 1975
Bachelor's Degree, Medieval Studies

Johanna Wendschuh Johanna Wendschuh Miami Beach, Florida Details
Johanna Wendschuh's Morgan Stanley Experience June 2007 - August 2008
Job Online Content Manager at St. Thomas University
Industry Marketing and Advertising
Experience
St. Thomas University  August 2012 - Present
St. Thomas University  May 2010 - August 2012
Morgan Stanley   June 2007 - August 2008
Platinum Rye Entertainment  December 2005 - April 2007
Death and Taxes Magazine   January 2006 - August 2006
Maniac Creative   May 2005 - November 2005
Endeavor Agency  October 2004 - May 2005

Education
St. Thomas University   2008 — 2012
Juris Doctor and Master; MBA, Business Administrations; International Business

Study Abroad: University College London

Florida International University   2000 — 2003
Bachelors, English

Mirna Nava MBA Mirna Nava MBA Miami/Fort Lauderdale Area Details
Mirna Nava MBA's Morgan Stanley Experience July 2014 - Present
Job Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley   July 2014 - Present

Skills
Financial Analysis, Series 7, Wealth Management, Equities, Corporate Finance, Fixed Income, Alternative Investments, Mutual Funds, Portfolio Management, Investment Advisory, Capital Markets, Investments, Securities

Education
FIU
Bachelor's degree

Florida International University
Master of Business Administration (MBA)

Teresa Potter Teresa Potter Tampa, Florida Details
Teresa Potter's Morgan Stanley Experience 1992 - 2002
Job Media Specialist
Industry Libraries
Experience
Morgan Stanley   1992 - 2002
Port Everglades Authority   1989 - 1992

Skills
Collection Development, Online Research, Library Instruction, Library Science, Library, Instructional Design, Information Literacy

Education
University of South Florida   2010 — 2012
Master of Arts (M.A.), Library and Information Science

Florida Atlantic University   1991 — 1992
Bachelor of Business Administration (B.B.A.)

Ricardo Mela Ricardo Mela Greater New York City Area Details
Ricardo Mela's Morgan Stanley Experience November 1998 - April 2002
Job VP, Business Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan   March 2012 - Present
Credit Suisse  November 2004 - February 2012
Morgan Stanley   November 1998 - April 2002

Education
Florida Atlantic University   1998 — 1999
B.B.A., Finance

Kym La Gattuta Kym La Gattuta Greater Philadelphia Area Details
Kym La Gattuta's Morgan Stanley Experience 1999 - 2008
Job President & Lead Project Manager at KL Logistics
Industry Hospitality
Experience
KL Logistics, LLC.   2010 - Present
MD Evidence   2001 - 2015
Morgan Stanley   1999 - 2008
Variety of Corporate Clientele   1999 - 2001
Sheraton Atlantic City Convention Center Hotel   1997 - 1999
Trump Plaza Hotel & Casino  1992 - 1997
Various  1989 - 1992
Florida International University  1984 - 1988

Skills
Event Planning, Vendor Management, Meeting Planning, Event Management, Registration, Project Management, Business Development, Performance Improvement, Budget, Team Building, Project Planning, Management, Business Strategy, Contract Negotiation, Leadership, Food & Beverage, Budgets, Strategy, Cross-functional Team..., Market Research, Account Management

Education
Florida International University
Bachelor of Science (B.S.), School of Hospitality Management

Jonathan Wheeler Jonathan Wheeler Naples, Florida Area Details
Jonathan Wheeler's Morgan Stanley Experience July 2009 - December 2010
Job Accounting Manager at Fireservice USA
Industry Investment Management
Experience
Fireservice   August 2015 - Present
The Private Client Reserve of U.S. Bank   December 2012 - August 2015
Lexington Asset Management   December 2010 - October 2012
Morgan Stanley   July 2009 - December 2010
SunTrust Bank  2008 - 2009

Skills
Wealth Management, Operations Management, Operating Budgets, Financial Reporting, Auditing, Fund Administration, Compliance, Hedge Funds, Fund Of Funds, Asset Managment, Alternative Investments, Asset Allocation, Investments, Invoicing, Third Party Reporting, Third Party Vendor..., Trading, Financial Markets, Investment Management, Asset Management, Banking, Investment Advisory, Financial Advisory, Commodity, Investment Strategies, Bonds, Wealth Management..., Finance, Strategic Financial..., Financial Planning

Education
Florida Gulf Coast University   2009 — 2010
BS, Finance

J.D. Sterner J.D. Sterner Houston, Texas Area Details
J.D. Sterner's Morgan Stanley Experience October 2007 - April 2008
Job Contracts Analyst III at Calpine
Industry Law Practice
Experience
Calpine  August 2014 - Present
Munich Re Weather & Commodity Risk Advisors LLC   February 2014 - July 2014
Hess Corporation  February 2013 - September 2013
UBS Investment Bank  September 2011 - February 2013
Three Rivers Legal Services  August 2010 - December 2010
Texas State University Athletics   May 2010 - August 2010
Morgan Stanley   October 2007 - April 2008

Skills
Securities, Corporate Law, Securities Regulation, Contract Negotiation, Negotiation, Derivatives, Legal Writing, ISDA, Legal Research, Commercial Litigation, Litigation, Civil Litigation, Risk Management, Due Diligence

Education
Florida Coastal School of Law   2008 — 2010
J.D., Law

Texas State University   2003 — 2007
BBA, Finance

Sebastian Muscarella Sebastian Muscarella Lake Worth, Florida Details
Sebastian Muscarella's Morgan Stanley Experience 2002 - Present
Job Global Workforce Strategy at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   2002 - Present

Skills
IT Strategy, Windows 7 Migration, Vendor Management, Risk Management, Business Analysis, Project Management, SDLC, ITIL, Integration, Visio, Disaster Recovery, Enterprise Architecture, PMO, IT Management, Project Portfolio...

Education
Florida Atlantic University   2015 — 2017
Master of Business Administration (MBA), International Business

University at Albany, SUNY   1999 — 2002
BS, Management Systems and Information

Doug Katz Doug Katz Baltimore, Maryland Area Details
Doug Katz's Morgan Stanley Experience January 2009 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   January 2009 - Present
Morgan Stanley   2008 - 2009
Morgan Stanley   2005 - 2008
Morgan Stanley   2004 - 2005
Morgan Stanley   2003 - 2004
Morgan Stanley   January 2000 - January 2003

Skills
Equities, Finance, Financial Reporting, Financial Services, Fixed Income, Program Management, Securities Lending, Settlement, Leadership, Securities

Education
Brooklyn College
Business, Management, & Finance

Florida Southern College
Business Management

Damion English Damion English Miami/Fort Lauderdale Area Details
Damion English's Morgan Stanley Experience November 2002 - June 2004
Job Civil engineer at TY Lin International
Industry Civil Engineering
Experience
Williams, Russell & Johnson   August 2005 - Present
Morgan Stanley   November 2002 - June 2004

Skills
Construction, Civil Engineering, Land Development

Education
Florida International University   1996 — 2002
Master of Science, Finance

Florida International University   1996 — 2000
Bachelors, Civil Engineering

Arun Ramlakhan Arun Ramlakhan Miami/Fort Lauderdale Area Details
Arun Ramlakhan's Morgan Stanley Experience August 2014 - Present
Job Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   August 2014 - Present
Miami-Dade County Aviation Department  May 2013 - July 2014

Skills
AutoCAD, Civil Engineering, ArcGIS, Microsoft Office, GIS, Microsoft Excel, Structural Analysis, Structural Engineering, HEC-RAS, CAD, Highways, Geotechnical Engineering, MathCAD, Microstation

Education
Florida International University   2013 — 2014
MS Engineering Management, Structural Engineering Track

Florida International University   2008 — 2011
Bachelor of Science (BSc), Civil Engineering

Jose A. Fernandez Jose A. Fernandez New York, New York Details
Jose A. Fernandez's Morgan Stanley Experience August 2012 - July 2014
Job Law Clerk
Industry Law Practice
Experience
New York Supreme Court, Commercial Division  2015 - Present
U.S. District Court for the District of New Jersey   2014 - 2015
Morgan Stanley   August 2012 - July 2014
Queens County District Attorney's Office  January 2014 - April 2014
Morgan Stanley   June 2012 - August 2012

Education
Fordham University School of Law   2011 — 2014
Juris Doctor

Florida International University   2008 — 2011
Bachelor of Arts (B.A.), History

Leonardo Valdes-Recio Leonardo Valdes-Recio Miami, Florida Details
Leonardo Valdes-Recio's Morgan Stanley Experience June 1997 - September 2000
Job Purchasing Director at Duty Free Services
Industry Retail
Experience
Duty Free Services   January 2012 - Present
Premier Beverage  September 2000 - January 2012
Morgan Stanley   June 1997 - September 2000
Bell South Mobility – Miami FL   February 1993 - June 1997

Skills
Alcoholic Beverages, Wine, Beverage Industry, Distributors, Sales Management, Merchandising, Trade Marketing, Sales Operations, Account Management, Customer Service, Team Leadership, Contract Negotiation, Pricing Strategy, Key Account Development, Pricing, Brand Management, Sales Force Development, Food & Beverage, Wine Tasting, IRI, Purchasing, Nielsen

Education
Florida International University   1985 — 1990
Bachelor of Business Administration and Marketing (BBA)

Sandeep Dewan Sandeep Dewan West Palm Beach, Florida Details
Sandeep Dewan's Morgan Stanley Experience March 2000 - March 2004
Job Inside sales manager at Bank of America Merchant Services
Industry Financial Services
Experience
Bank of America Merchant Services  February 2014 - Present
Bank of America  October 2010 - February 2014
Bank of America  October 2007 - October 2010
Bank of America  March 2004 - February 2007
Morgan Stanley   March 2000 - March 2004
Publix Super Markets  October 1987 - March 2000

Skills
Management, Customer Service, Sales, Leadership, Sales Management, Strategic Planning, Banking, Process Improvement, Team Building, Marketing

Education
Lynn University   1994 — 1997
Master of Business Administration (MBA), International Business

Florida Atlantic University   1988 — 1992
Bachelor of Business Administration (BBA), Business Administration and Management, General

Jason L. Kitchen Jason L. Kitchen West Palm Beach, Florida Area Details
Jason L. Kitchen's Morgan Stanley Experience April 2012 - September 2013
Job Assistant Vice President, Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Lynch  August 2015 - Present
PNC  September 2013 - August 2015
Morgan Stanley   April 2012 - September 2013
Starfish Real Estate   June 2011 - November 2011

Skills
Financial Planning, Investment Management, Investment Advisory, Series 7, Wealth Management

Education
Florida Atlantic University - College of Business   2008 — 2011
Bachelor of Business Administration (BBA), Finance

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