Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Morgan Stanley Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Caesars Entertainment Corporation August 2014 - Present
Morgan Stanley 2005 - 2006
Education
Florida International University
Bachelor of Business Administration (B.B.A.), Finance, General
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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+
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
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.)
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
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
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
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
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
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
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
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
Morgan Stanley October 2014 - Present
Education
Florida International University 2000 — 2006
Bachelor of Business Administration (B.B.A.), International Business
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Morgan Stanley October 2004 - Present
Wachovia Settlement Services April 2008 - October 2008
Washington Mutual Bank August 2001 - October 2004
Education
Florida Atlantic University
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
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
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
Morgan Stanley January 2014 - Present
Barclays Wealth and Investment Management September 2010 - January 2014
Education
Florida International University - College of Business 1996 — 2000
Morgan Stanley December 2001 - April 2007
Education
Florida Southern College 1985 — 1989
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
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
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
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
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
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
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
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
Morgan Stanley Smith Barney July 1999 - Present
Smith Barney July 1999 - June 2010
Morgan Stanley January 1987 - July 1999
Education
Florida Metropolitan University
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
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
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
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
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
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
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
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)
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.)
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
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
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
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
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
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
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
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
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
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)
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
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