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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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
Jack Chen Jack Chen's Morgan Stanley Experience March 2005 - May 2006
Job Director of Business Development at Titan Capital Management, LLC
Industry Executive Office
Experience
Titan Capital Management, LLC February 2013 - March 2014
Santa Clara University 2013 - 2014
Independent Trader July 2011 - January 2013
Nexyn Corp August 2007 - June 2011
US Bank May 2007 - August 2007
Brookstreet Securities May 2006 - May 2007
Morgan Stanley March 2005 - May 2006
TD Waterhouse February 1996 - March 2005
Skills
Project Management, Business Development, Leadership, Investments, Executive Management, Strategic Planning, CRM, Management, Portfolio Management, Risk Management, Training, Analysis, Budgets, Contract Negotiation, Team Building, Equities, Sales, Trading, Securities, Mutual Funds, Finance, Financial Risk, Derivatives, Investment Strategies, Alternative Investments, Commodity, Hedge Funds, Asset Management, Bonds, Options, Investment Management
Education
San Jose State University 2008 — 2009
Bachelors of Science, Special Major Studies.
Pasadena City College 2007 — 2008
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies.
Foothill College
Titan Capital Management, LLC February 2013 - March 2014
Santa Clara University 2013 - 2014
Independent Trader July 2011 - January 2013
Nexyn Corp August 2007 - June 2011
US Bank May 2007 - August 2007
Brookstreet Securities May 2006 - May 2007
Morgan Stanley March 2005 - May 2006
TD Waterhouse February 1996 - March 2005
Skills
Project Management, Business Development, Leadership, Investments, Executive Management, Strategic Planning, CRM, Management, Portfolio Management, Risk Management, Training, Analysis, Budgets, Contract Negotiation, Team Building, Equities, Sales, Trading, Securities, Mutual Funds, Finance, Financial Risk, Derivatives, Investment Strategies, Alternative Investments, Commodity, Hedge Funds, Asset Management, Bonds, Options, Investment Management
Education
San Jose State University 2008 — 2009
Bachelors of Science, Special Major Studies.
Pasadena City College 2007 — 2008
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies.
Foothill College
Eddie Knowles, AIF®'s Morgan Stanley Experience February 2000 - August 2004
Job President / Wealth Advisor at Private Wealth Management & Consulting, LLC
Industry Financial Services
Experience
Private Wealth Management & Consulting 2012 - Present
Regions Bank August 2004 - September 2012
Regions Financial 2004 - 2012
Morgan Stanley February 2000 - August 2004
Skills
Wealth Management, Investments, Banking, Loans, Retirement Planning, Private Banking, Insurance, Retail Banking, Portfolio Management, Credit, Estate Planning, Asset Management, Commercial Banking, Real Estate, Investment Advisory, Securities, Risk Management, Building Relationships, Mortgage, Investment Properties, Financial Planning, Real Estate Investment, Cash Management, Retirement, Wealth
Education
Florida State University - College of Business 1998 — 2000
BS, Marketing, Finance
Private Wealth Management & Consulting 2012 - Present
Regions Bank August 2004 - September 2012
Regions Financial 2004 - 2012
Morgan Stanley February 2000 - August 2004
Skills
Wealth Management, Investments, Banking, Loans, Retirement Planning, Private Banking, Insurance, Retail Banking, Portfolio Management, Credit, Estate Planning, Asset Management, Commercial Banking, Real Estate, Investment Advisory, Securities, Risk Management, Building Relationships, Mortgage, Investment Properties, Financial Planning, Real Estate Investment, Cash Management, Retirement, Wealth
Education
Florida State University - College of Business 1998 — 2000
BS, Marketing, Finance
Asim Chohan, PMP Asim Chohan, PMP's Morgan Stanley Experience 2014 - Present
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley 2014 - Present
ARC 2010 - 2014
MasterCard Worldwide 2007 - 2010
USAA 2006 - 2007
AT&T 2004 - 2006
Reinsurance Group of America 2001 - 2002
Skills
IT Project & Program..., Strategic Enterprise..., Road Maps and Multi..., Partners and Customer..., Information Systems..., Supporting Sales and..., Enterprise Data..., Vendor Management, Operations Management, Warehousing & Database..., Strategic Partnerships, Strategic Planning, MS Project, Microsoft Office, Windows, Resource Management, Budgets, Recognition Awards, Leadership, IT Management, IT Infrastructure..., Management Consulting, Team Management, Risk Management, English, Urdu, SDLC, Project Management, PMP, Data Warehousing, Program Management, Data Modeling, PMBOK, Metrics, Data Analysis, Analysis
Education
Webster University 2002 — 2003
Master's degree, Information Management
Fontbonne University 1999 — 2001
Bachelor's degree, Computer Science and Information Systems
University of Cambridge
Diploma in Computer Studies
Morgan Stanley 2014 - Present
ARC 2010 - 2014
MasterCard Worldwide 2007 - 2010
USAA 2006 - 2007
AT&T 2004 - 2006
Reinsurance Group of America 2001 - 2002
Skills
IT Project & Program..., Strategic Enterprise..., Road Maps and Multi..., Partners and Customer..., Information Systems..., Supporting Sales and..., Enterprise Data..., Vendor Management, Operations Management, Warehousing & Database..., Strategic Partnerships, Strategic Planning, MS Project, Microsoft Office, Windows, Resource Management, Budgets, Recognition Awards, Leadership, IT Management, IT Infrastructure..., Management Consulting, Team Management, Risk Management, English, Urdu, SDLC, Project Management, PMP, Data Warehousing, Program Management, Data Modeling, PMBOK, Metrics, Data Analysis, Analysis
Education
Webster University 2002 — 2003
Master's degree, Information Management
Fontbonne University 1999 — 2001
Bachelor's degree, Computer Science and Information Systems
University of Cambridge
Diploma in Computer Studies
Richard Maseri's Morgan Stanley Experience December 1984 - June 1987
Job CEO / Sr. Portfolio Manager at 24 KT Group
Industry Investment Management
Experience
Derivalores, SA October 2009 - Present
24 KT Group April 1992 - Present
CIBC Oppenheimer & Co. June 1987 - December 1991
Morgan Stanley December 1984 - June 1987
E. F. Hutton & Co. September 1980 - November 1984
Skills
Derivatives, ETFs, Trading Systems, Trading Strategies, NASD Series Licenses:..., Futures Trading, Forex Trading, Managed Futures, Currency Arbitrage, Options Trading, Gold, Spread Trading, Genetic Algorithms, Electronic Trading, TradeStation, Investment Advisory, Commodity Pools, Foreign Exchange, Quantitative Investing, Options, Technical Analysis, Trading, Proprietary Trading, Hedge Funds, Financial Markets, Bloomberg, Equities, FX Options, FX trading, Currency, Investment Management, Bonds, Arbitrage, Quantitative Finance, Equity Derivatives, Fixed Income, Hedging, Equity Trading, Portfolio Management, Capital Markets, Investments, Financial Analysis, Risk Management, Alternative Investments, Asset Management, Investment Banking, Mutual Funds, Financial Modeling, Investment Strategies
Education
Florida State University 1976 — 1980
Bachelor of Science (B.S.), Econometrics and Quantitative Economics
Miami Coral Park Sr. 1973 — 1976
High School, General High School / Secondary Diploma Program
Derivalores, SA October 2009 - Present
24 KT Group April 1992 - Present
CIBC Oppenheimer & Co. June 1987 - December 1991
Morgan Stanley December 1984 - June 1987
E. F. Hutton & Co. September 1980 - November 1984
Skills
Derivatives, ETFs, Trading Systems, Trading Strategies, NASD Series Licenses:..., Futures Trading, Forex Trading, Managed Futures, Currency Arbitrage, Options Trading, Gold, Spread Trading, Genetic Algorithms, Electronic Trading, TradeStation, Investment Advisory, Commodity Pools, Foreign Exchange, Quantitative Investing, Options, Technical Analysis, Trading, Proprietary Trading, Hedge Funds, Financial Markets, Bloomberg, Equities, FX Options, FX trading, Currency, Investment Management, Bonds, Arbitrage, Quantitative Finance, Equity Derivatives, Fixed Income, Hedging, Equity Trading, Portfolio Management, Capital Markets, Investments, Financial Analysis, Risk Management, Alternative Investments, Asset Management, Investment Banking, Mutual Funds, Financial Modeling, Investment Strategies
Education
Florida State University 1976 — 1980
Bachelor of Science (B.S.), Econometrics and Quantitative Economics
Miami Coral Park Sr. 1973 — 1976
High School, General High School / Secondary Diploma Program
Mark J. Walker's Morgan Stanley Experience March 2013 - Present
Job Morgan Stanley Advisory Platforms & Solutions
Industry Financial Services
Experience
Morgan Stanley March 2013 - Present
SEMPER COGITA LLC March 2008 - March 2013
Citigroup 1989 - 2008
Skills
Financial Copywriter, Grant Writer, Capital Markets Advisory, Social Media Education, MBA, CPA, Alternative Investments, Capital Markets, Fixed Income, ABS, MBS, Investment Banking, Hedge Funds, Equities, Private Equity, Portfolio Management, Investments, Trading, Derivatives, Wealth Management, FX Options, Finance, Financial Services, Options, Bonds, Structured Finance, Business Development, Securities, Financial Risk, Equity Research, Series 7, Emerging Markets, Mergers & Acquisitions, IPO, Financial Modeling, Valuation, Corporate Finance, Mutual Funds, Financial Markets, Investment Advisory, Investment Strategies, Series 63, Investment Management, Strategic Financial...
Education
Fordham Gabelli School of Business 1993 — 1996
MBA, Finance
Pace University - Lubin School of Business 1978 — 1981
BBA, Public Accounting
Stony Brook University
Morgan Stanley March 2013 - Present
SEMPER COGITA LLC March 2008 - March 2013
Citigroup 1989 - 2008
Skills
Financial Copywriter, Grant Writer, Capital Markets Advisory, Social Media Education, MBA, CPA, Alternative Investments, Capital Markets, Fixed Income, ABS, MBS, Investment Banking, Hedge Funds, Equities, Private Equity, Portfolio Management, Investments, Trading, Derivatives, Wealth Management, FX Options, Finance, Financial Services, Options, Bonds, Structured Finance, Business Development, Securities, Financial Risk, Equity Research, Series 7, Emerging Markets, Mergers & Acquisitions, IPO, Financial Modeling, Valuation, Corporate Finance, Mutual Funds, Financial Markets, Investment Advisory, Investment Strategies, Series 63, Investment Management, Strategic Financial...
Education
Fordham Gabelli School of Business 1993 — 1996
MBA, Finance
Pace University - Lubin School of Business 1978 — 1981
BBA, Public Accounting
Stony Brook University
Derrick Miller's Morgan Stanley Experience June 2015 - August 2015
Job Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
The Walt Disney Company January 2014 - June 2014
Landstar May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Research, PowerPoint, Time Management, Data Analysis, Teamwork, Financial Analysis, Event Planning, Customer Service
Education
Florida State University 2012 — 2015
Bachelor's Degree, Finance, General
Morgan Stanley June 2015 - August 2015
The Walt Disney Company January 2014 - June 2014
Landstar May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Research, PowerPoint, Time Management, Data Analysis, Teamwork, Financial Analysis, Event Planning, Customer Service
Education
Florida State University 2012 — 2015
Bachelor's Degree, Finance, General
Jonathan Gildon's Morgan Stanley Experience September 2007 - April 2009
Job REALTOR at Realty Pros Assured
Industry Real Estate
Experience
Realty Pro's Assured November 2013 - Present
The Furniture Deal October 2009 - October 2013
Morgan Stanley September 2007 - April 2009
Wells Fargo November 2005 - August 2007
Skills
New Business Development, Sales Management, Furniture, Sales, Marketing Strategy, Strategic Planning, Customer Service, Retail, Real Estate Transactions, Real Estate Financing, Real Estate Investor, Space planning, Interior Design, Marketing, Investments, Investment Properties, First Time Home Buyers
Education
Seabreeze High School 2015 — 2019
Florida State University 2001 — 2005
Bachelor of Science (BS), Finance
Florida State University 2001 — 2005
Bachelor of Science (BS), Real Estate
Seabreeze High School 1996 — 2000
Realty Pro's Assured November 2013 - Present
The Furniture Deal October 2009 - October 2013
Morgan Stanley September 2007 - April 2009
Wells Fargo November 2005 - August 2007
Skills
New Business Development, Sales Management, Furniture, Sales, Marketing Strategy, Strategic Planning, Customer Service, Retail, Real Estate Transactions, Real Estate Financing, Real Estate Investor, Space planning, Interior Design, Marketing, Investments, Investment Properties, First Time Home Buyers
Education
Seabreeze High School 2015 — 2019
Florida State University 2001 — 2005
Bachelor of Science (BS), Finance
Florida State University 2001 — 2005
Bachelor of Science (BS), Real Estate
Seabreeze High School 1996 — 2000
Albert Eshoo Albert Eshoo's Morgan Stanley Experience March 2004 - May 2011
Job President & Owner at Right At Home of Lower Manhattan
Industry Health, Wellness and Fitness
Experience
Right At Home of Lower Manhattan July 2014 - Present
Lower Manhattan In-Home Care, Inc. July 2014 - Present
Miller & Associates October 2012 - June 2014
Morgan Stanley March 2004 - May 2011
Morgan Stanley Asia Limited October 1997 - May 2003
Morgan Stanley August 1992 - September 1997
Morgan Stanley July 1987 - July 1992
Dean Witter Reynolds June 1985 - June 1987
Skills
Companion Care, Elder Care, Seniors, Long Term Care Insurance, Home Care, Equities, Investments, Financial Markets, Asset Management, Trading Strategies, Equity Trading, Risk Management, Building Relationships, Asset Managment, Securities, Asset Allocation, Customer Relations, Cross-functional Team..., Customer Service, Investment Advisory, Squash, Client Education, Negotiation, International Project..., Global Management, Problem Solving, Customer Support, Sea Kayaking, Mountain Biking
Education
Fordham University - Graduate School of Business Administration 1990 — 1993
MBA, Finance: Portfolio Management, 3.071
New York University
B.S., Journalism, Marketing & American History, 3.094
Lincoln High School, Yonkers, NY
Right At Home of Lower Manhattan July 2014 - Present
Lower Manhattan In-Home Care, Inc. July 2014 - Present
Miller & Associates October 2012 - June 2014
Morgan Stanley March 2004 - May 2011
Morgan Stanley Asia Limited October 1997 - May 2003
Morgan Stanley August 1992 - September 1997
Morgan Stanley July 1987 - July 1992
Dean Witter Reynolds June 1985 - June 1987
Skills
Companion Care, Elder Care, Seniors, Long Term Care Insurance, Home Care, Equities, Investments, Financial Markets, Asset Management, Trading Strategies, Equity Trading, Risk Management, Building Relationships, Asset Managment, Securities, Asset Allocation, Customer Relations, Cross-functional Team..., Customer Service, Investment Advisory, Squash, Client Education, Negotiation, International Project..., Global Management, Problem Solving, Customer Support, Sea Kayaking, Mountain Biking
Education
Fordham University - Graduate School of Business Administration 1990 — 1993
MBA, Finance: Portfolio Management, 3.071
New York University
B.S., Journalism, Marketing & American History, 3.094
Lincoln High School, Yonkers, NY
jones Mike jones Mike's Morgan Stanley Experience October 2005 - Present
Job coach fitness at Morgan Stanley
Industry Health, Wellness and Fitness
Experience
Morgan Stanley October 2005 - Present
Education
Fontys Hogescholen 2010 — 2011
UCLA
Morgan Stanley October 2005 - Present
Education
Fontys Hogescholen 2010 — 2011
UCLA
John M. Oreto, MBA, 3rd * Black Belt John M. Oreto, MBA, 3rd * Black Belt's Morgan Stanley Experience January 1998 - June 2000
Job Business Consulting
Industry Management Consulting
Experience
Self-Defense & Martial Art's January 2005 - Present
Morgan Stanley January 1998 - June 2000
PaineWebber June 1997 - January 1998
Skills
Customer Service, Property & Casualty..., Public Speaking, Team Building, Strategic Planning, Microsoft Office, Project Management, Sales Management, Team Leadership, Training, Business Analysis, Change Management, Financial Analysis, Marketing, Process Improvement, Banking
Education
Fontbonne University
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Illinois at Chicago
Bachelor of Business Administration (B.B.A.), Management Sciences and Quantitative Methods
University of Missouri-Saint Louis
Bachelor of Arts (B.A.), Economics
West Tae Kwon Do
Black Belt, Tae Kwon Do
Self-Defense & Martial Art's January 2005 - Present
Morgan Stanley January 1998 - June 2000
PaineWebber June 1997 - January 1998
Skills
Customer Service, Property & Casualty..., Public Speaking, Team Building, Strategic Planning, Microsoft Office, Project Management, Sales Management, Team Leadership, Training, Business Analysis, Change Management, Financial Analysis, Marketing, Process Improvement, Banking
Education
Fontbonne University
Master of Business Administration (M.B.A.), Finance and Financial Management Services
University of Illinois at Chicago
Bachelor of Business Administration (B.B.A.), Management Sciences and Quantitative Methods
University of Missouri-Saint Louis
Bachelor of Arts (B.A.), Economics
West Tae Kwon Do
Black Belt, Tae Kwon Do
Kyle Hauser Kyle Hauser's Morgan Stanley Experience February 2010 - Present
Job Financial Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2010 - Present
Education
Florida State University
University of Florida
Bachelor of Science (BS), Accounting and Finance
Morgan Stanley February 2010 - Present
Education
Florida State University
University of Florida
Bachelor of Science (BS), Accounting and Finance
Elliott Beckstrom's Morgan Stanley Experience June 2014 - August 2014
Job University of Southern California Economics Student
Industry Philanthropy
Experience
Morgan Stanley June 2014 - August 2014
Mel Cottons Sporting Goods May 2013 - August 2013
Miss Conception 2010 - 2012
Skills
Social Media, Sales, Customer Service, PowerPoint, Marketing, Microsoft Word, Public Speaking, Event Planning, Research, Leadership
Education
University of Southern California 2013 — 2016
Economics, Third Year
Palo Alto High School 2007 — 2011
Foothill College
Morgan Stanley June 2014 - August 2014
Mel Cottons Sporting Goods May 2013 - August 2013
Miss Conception 2010 - 2012
Skills
Social Media, Sales, Customer Service, PowerPoint, Marketing, Microsoft Word, Public Speaking, Event Planning, Research, Leadership
Education
University of Southern California 2013 — 2016
Economics, Third Year
Palo Alto High School 2007 — 2011
Foothill College
Moli Thomas's Morgan Stanley Experience October 2000 - November 2006
Job TECHNOLOGY MANAGEMENT / BUSINESS OPERATIONS
Industry Information Technology and Services
Experience
Bonneville Power Administration 2014 - Present
MST Consulting September 2009 - April 2014
Port of Skamania County 2011 - 2011
Morgan Stanley Investment Management December 2006 - May 2008
Morgan Stanley October 2000 - November 2006
PNC Bank September 1997 - August 1998
Skills
Project Management, Strategic Planning, Requirements Analysis, Team Management, Technology Management, Business Alignment, Data Management, Hedge Funds, Asset Managment, Derivatives, Portfolio Management, Fixed Income, Equities, Business Analysis, Program Management, Start-ups, Business Process, CRM, Strategy, Integration, SDLC, Analysis, Management, Competitive Analysis, Process Improvement, Change Management, Business Intelligence, IT Strategy
Education
Fordham Gabelli School of Business 2006 — 2009
MBA, Management of Information Systems
Rutgers University-New Brunswick 1995 — 2000
BA, Spanish, History, Comp Sci
Bonneville Power Administration 2014 - Present
MST Consulting September 2009 - April 2014
Port of Skamania County 2011 - 2011
Morgan Stanley Investment Management December 2006 - May 2008
Morgan Stanley October 2000 - November 2006
PNC Bank September 1997 - August 1998
Skills
Project Management, Strategic Planning, Requirements Analysis, Team Management, Technology Management, Business Alignment, Data Management, Hedge Funds, Asset Managment, Derivatives, Portfolio Management, Fixed Income, Equities, Business Analysis, Program Management, Start-ups, Business Process, CRM, Strategy, Integration, SDLC, Analysis, Management, Competitive Analysis, Process Improvement, Change Management, Business Intelligence, IT Strategy
Education
Fordham Gabelli School of Business 2006 — 2009
MBA, Management of Information Systems
Rutgers University-New Brunswick 1995 — 2000
BA, Spanish, History, Comp Sci
Bill Cloud's Morgan Stanley Experience 2010 - 2011
Job Financial Solutions Advisor
Industry Financial Services
Experience
Bank of America Merrill Lynch March 2014 - Present
PNC February 2012 - April 2014
Morgan Stanley 2010 - 2011
Skills
Investments, Wealth Management, Fixed Income, Asset Allocation, Retirement Planning, Series 7
Education
Florida State University
Bachelor of Science (B.S.), Computer Science
Bank of America Merrill Lynch March 2014 - Present
PNC February 2012 - April 2014
Morgan Stanley 2010 - 2011
Skills
Investments, Wealth Management, Fixed Income, Asset Allocation, Retirement Planning, Series 7
Education
Florida State University
Bachelor of Science (B.S.), Computer Science
David Sobel, MBA's Morgan Stanley Experience October 2014 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Bay Dermatology & Cosmetic Surgery May 2012 - October 2014
Morgan Stanley May 2008 - March 2012
Gassman Law Associates, P.A. September 2011 - January 2012
Gulfview Automotive Group June 2007 - August 2007
Skills
Strategic Management, Operations Management, Entrepreneurship, Business Planning, PowerPoint skills, Excel, Word, WordPerfect, Westlaw, ISO standards, Six Sigma, Sales Process, Strategic Consulting, Strategic Planning, Team Leadership, Leadership Development, Cross-functional Team..., Cross Selling, Customer Service, Customer Loyalty, Customer Retention, Business Analysis, Business Strategy, Financial Analysis, Market Research, Legal Research, Microsoft Excel, PowerPoint, Marketing, Management, Sales, Leadership
Education
Rollins College 2010 — 2011
Master of Business, Management, Entrepreneurship
Florida State University 2005 — 2009
B.S., Economics Major, Business Minor
Morgan Stanley October 2014 - Present
Bay Dermatology & Cosmetic Surgery May 2012 - October 2014
Morgan Stanley May 2008 - March 2012
Gassman Law Associates, P.A. September 2011 - January 2012
Gulfview Automotive Group June 2007 - August 2007
Skills
Strategic Management, Operations Management, Entrepreneurship, Business Planning, PowerPoint skills, Excel, Word, WordPerfect, Westlaw, ISO standards, Six Sigma, Sales Process, Strategic Consulting, Strategic Planning, Team Leadership, Leadership Development, Cross-functional Team..., Cross Selling, Customer Service, Customer Loyalty, Customer Retention, Business Analysis, Business Strategy, Financial Analysis, Market Research, Legal Research, Microsoft Excel, PowerPoint, Marketing, Management, Sales, Leadership
Education
Rollins College 2010 — 2011
Master of Business, Management, Entrepreneurship
Florida State University 2005 — 2009
B.S., Economics Major, Business Minor
Patrick Lowenthal's Morgan Stanley Experience April 2012 - August 2012
Job Director of Business Analysis
Industry Financial Services
Experience
Southern Audio Visual June 2014 - Present
HFF May 2013 - July 2013
Morgan Stanley April 2012 - August 2012
Southern Audio Visual May 2011 - August 2011
Skills
Econometrics, Microsoft Office, Economics, PowerPoint, Eviews, Bloomberg, Stata, Analysis
Education
Florida State University 2009 — 2013
Applied Economics, Applied Economics
Florida State University 2009 — 2013
Bachelor's degree, Applied Economics
Southern Audio Visual June 2014 - Present
HFF May 2013 - July 2013
Morgan Stanley April 2012 - August 2012
Southern Audio Visual May 2011 - August 2011
Skills
Econometrics, Microsoft Office, Economics, PowerPoint, Eviews, Bloomberg, Stata, Analysis
Education
Florida State University 2009 — 2013
Applied Economics, Applied Economics
Florida State University 2009 — 2013
Bachelor's degree, Applied Economics
Alison Davis's Morgan Stanley Experience 2004 - 2005
Job Special Events Manager at Englewood Hospital and Medical Center Foundation
Industry Nonprofit Organization Management
Experience
Englewood Hospital and Medical Center July 2014 - Present
Phoenix House February 2013 - July 2014
Junior League of London September 2011 - December 2012
Junior League of London August 2011 - December 2011
Hadassah January 2009 - June 2011
Hadassah March 2008 - January 2009
Morgan Stanley 2004 - 2005
Skills
Fundraising, Non-profits, PowerPoint, Microsoft Office, Microsoft Excel, Marketing Communications, Research, Media Relations, Outlook, Editing, Marketing, Community Outreach, Volunteer Management, Budgets, Marketing Strategy, Microsoft Word, Customer Service, Nonprofits, Event Planning, Event Management, Events, Raiser's Edge
Education
Florida State University 2003 — 2007
B.S., Psychology
Centennial
Englewood Hospital and Medical Center July 2014 - Present
Phoenix House February 2013 - July 2014
Junior League of London September 2011 - December 2012
Junior League of London August 2011 - December 2011
Hadassah January 2009 - June 2011
Hadassah March 2008 - January 2009
Morgan Stanley 2004 - 2005
Skills
Fundraising, Non-profits, PowerPoint, Microsoft Office, Microsoft Excel, Marketing Communications, Research, Media Relations, Outlook, Editing, Marketing, Community Outreach, Volunteer Management, Budgets, Marketing Strategy, Microsoft Word, Customer Service, Nonprofits, Event Planning, Event Management, Events, Raiser's Edge
Education
Florida State University 2003 — 2007
B.S., Psychology
Centennial
Joseph Pokorney's Morgan Stanley Experience July 2008 - January 2009
Job Vice President at Atlantic Creek Real Estate Partners, LLC
Industry Financial Services
Experience
Atlantic Creek Real Estate Partners, LLC August 2015 - Present
Morgan Stanley Investment Management January 2014 - August 2015
Morgan Stanley Investment Management February 2011 - December 2013
Morgan Stanley Investment Management February 2009 - January 2011
Morgan Stanley July 2008 - January 2009
FSU College of Business - Student Investment Fund December 2007 - April 2008
Morgan Stanley May 2007 - August 2007
WTAS May 2006 - August 2006
Skills
Financial Planning, Financial Reporting, Valuation, Investments, Budgeting, Strategic Financial..., Fund Administration, Portfolio Management, Finance, Risk Management, Analysis, Strategy
Education
Florida State University 2004 — 2008
Bachelor of Science, Majors: Finance & Accounting, Minor: Economics
Florida State University - College of Business 2004 — 2008
B.S., Finance, Accounting, Economics
Atlantic High 2000 — 2004
Atlantic Creek Real Estate Partners, LLC August 2015 - Present
Morgan Stanley Investment Management January 2014 - August 2015
Morgan Stanley Investment Management February 2011 - December 2013
Morgan Stanley Investment Management February 2009 - January 2011
Morgan Stanley July 2008 - January 2009
FSU College of Business - Student Investment Fund December 2007 - April 2008
Morgan Stanley May 2007 - August 2007
WTAS May 2006 - August 2006
Skills
Financial Planning, Financial Reporting, Valuation, Investments, Budgeting, Strategic Financial..., Fund Administration, Portfolio Management, Finance, Risk Management, Analysis, Strategy
Education
Florida State University 2004 — 2008
Bachelor of Science, Majors: Finance & Accounting, Minor: Economics
Florida State University - College of Business 2004 — 2008
B.S., Finance, Accounting, Economics
Atlantic High 2000 — 2004
Crystal Grizzle Crystal Grizzle's Morgan Stanley Experience May 2005 - April 2007
Job Registered Client Associate with The Bickel Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Bickel Group of Wells Fargo Advisors, LLC November 2011 - Present
Morgan Stanley Wealth Management April 2007 - November 2011
Morgan Stanley May 2005 - April 2007
Education
Fontbonne University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Lindenwood University 2001 — 2005
Bachelor of Arts (BA), Finance, General
The Bickel Group of Wells Fargo Advisors, LLC November 2011 - Present
Morgan Stanley Wealth Management April 2007 - November 2011
Morgan Stanley May 2005 - April 2007
Education
Fontbonne University 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Lindenwood University 2001 — 2005
Bachelor of Arts (BA), Finance, General
John Mazzoni John Mazzoni's Morgan Stanley Experience January 2015 - Present
Job Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
New York University 2014 - 2015
Mazzoni Tutoring Services October 2010 - August 2014
Labat August 2012 - May 2014
Florida State University August 2011 - May 2014
James Madison Institute May 2013 - January 2014
Mortar Bord 2011 - 2014
Boys state 2011 - 2014
Skills
Management, Customer Service, Microsoft Office, Microsoft Excel, Econometrics, R, Public Speaking, Data Analysis, Educational Consulting, Strategic Planning, Quantitative Research, Project Management, Research, Event Planning, PowerPoint, Microsoft Word, Leadership, Social Networking, Economics
Education
New York University 2014 — 2016
Master's Degree, Economics, GPA: 3.5
Florida State University 2009 — 2014
Bachelor of Science (B.S.), Economics, GPA: 3.8
St. Thomas Aquinas High School 2005 — 2009
Morgan Stanley January 2015 - Present
New York University 2014 - 2015
Mazzoni Tutoring Services October 2010 - August 2014
Labat August 2012 - May 2014
Florida State University August 2011 - May 2014
James Madison Institute May 2013 - January 2014
Mortar Bord 2011 - 2014
Boys state 2011 - 2014
Skills
Management, Customer Service, Microsoft Office, Microsoft Excel, Econometrics, R, Public Speaking, Data Analysis, Educational Consulting, Strategic Planning, Quantitative Research, Project Management, Research, Event Planning, PowerPoint, Microsoft Word, Leadership, Social Networking, Economics
Education
New York University 2014 — 2016
Master's Degree, Economics, GPA: 3.5
Florida State University 2009 — 2014
Bachelor of Science (B.S.), Economics, GPA: 3.8
St. Thomas Aquinas High School 2005 — 2009
Will Fields's Morgan Stanley Experience May 2004 - November 2006
Job Financial Advisor, Assistant Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2006 - Present
Morgan Stanley May 2004 - November 2006
Skills
Retirement Planning, Investments, Asset Allocation, Insurance, Employee Benefits, Financial Advisory, Retirement
Education
Florida State University - College of Business 1997 — 2001
Bachelor of Science, Finance
Wells Fargo Advisors November 2006 - Present
Morgan Stanley May 2004 - November 2006
Skills
Retirement Planning, Investments, Asset Allocation, Insurance, Employee Benefits, Financial Advisory, Retirement
Education
Florida State University - College of Business 1997 — 2001
Bachelor of Science, Finance
Julie K Moss Julie K Moss's Morgan Stanley Experience March 1999 - 2012
Job Supply Officer United States Navy
Industry Logistics and Supply Chain
Experience
Naval Supply Systems Command September 2014 - Present
United States Navy March 2003 - Present
Morgan Stanley March 1999 - 2012
Federal Express April 1992 - March 1999
Skills
Financial Analysis, Financial Modeling, Financial Accounting, Leadership Development, Logistics Management, Supply Chain Management, Military Logistics, Military Operations, Military Training, Investment Banking, Inventory Management, Project Management, Operations Management, Senior Program..., Logistics, Six Sigma, Leadership, Navy, Aviation, Security Clearance, Procurement, DoD, Operational Planning, Military, Program Management, Enthusiastic...
Education
Naval War College 2010 — 2013
MA National Security and Strategic Studies (JPME 1), McGinnis Family Award for Outstanding Performance
Suffolk University - Sawyer School of Management 1995 — 1996
Executive MBA, Finance
Florida State University 1983 — 1988
BS, Public Relations/Communication
Dothan High 1979 — 1983
Naval Supply Systems Command September 2014 - Present
United States Navy March 2003 - Present
Morgan Stanley March 1999 - 2012
Federal Express April 1992 - March 1999
Skills
Financial Analysis, Financial Modeling, Financial Accounting, Leadership Development, Logistics Management, Supply Chain Management, Military Logistics, Military Operations, Military Training, Investment Banking, Inventory Management, Project Management, Operations Management, Senior Program..., Logistics, Six Sigma, Leadership, Navy, Aviation, Security Clearance, Procurement, DoD, Operational Planning, Military, Program Management, Enthusiastic...
Education
Naval War College 2010 — 2013
MA National Security and Strategic Studies (JPME 1), McGinnis Family Award for Outstanding Performance
Suffolk University - Sawyer School of Management 1995 — 1996
Executive MBA, Finance
Florida State University 1983 — 1988
BS, Public Relations/Communication
Dothan High 1979 — 1983
Hong Ogle's Morgan Stanley Experience May 1999 - March 2001
Job Bank of America Houston Market President/Market Executive at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2011 - Present
Bank of America Merrill Lynch July 2010 - November 2011
Morgan Stanley Smith Barney March 2001 - July 2010
Morgan Stanley May 1999 - March 2001
Morgan Stanley 1995 - May 1999
Skills
Alternative Investments, Asset Allocation, Asset Managment, Business Development, Equities, FINRA, Financial Advisory, Financial Services, Hedge Funds, Fixed Income, Investment Advisory, Investment Strategies, Investments, Leadership, Mutual Funds, Portfolio Management, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Strategic Financial..., Wealth Management, Asset Management
Education
Florida State University 1990 — 1993
M.S.
Tsinghua University清华大学 1984 — 1989
Bachelor's Degree, Architecture
Bank of America Merrill Lynch November 2011 - Present
Bank of America Merrill Lynch July 2010 - November 2011
Morgan Stanley Smith Barney March 2001 - July 2010
Morgan Stanley May 1999 - March 2001
Morgan Stanley 1995 - May 1999
Skills
Alternative Investments, Asset Allocation, Asset Managment, Business Development, Equities, FINRA, Financial Advisory, Financial Services, Hedge Funds, Fixed Income, Investment Advisory, Investment Strategies, Investments, Leadership, Mutual Funds, Portfolio Management, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Strategic Financial..., Wealth Management, Asset Management
Education
Florida State University 1990 — 1993
M.S.
Tsinghua University清华大学 1984 — 1989
Bachelor's Degree, Architecture
Chris Arriaga's Morgan Stanley Experience February 2014 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Skills
Investments, Financial Analysis, Management, Strategic Planning, Microsoft Office, Portfolio Management, Microsoft Excel, Risk Management, Leadership, Business Development, Educational Leadership
Education
Florida State University 2009 — 2012
Bachelor's degree, Economics/ Political Science
Morgan Stanley February 2014 - Present
Skills
Investments, Financial Analysis, Management, Strategic Planning, Microsoft Office, Portfolio Management, Microsoft Excel, Risk Management, Leadership, Business Development, Educational Leadership
Education
Florida State University 2009 — 2012
Bachelor's degree, Economics/ Political Science
Jordan Hackmeier's Morgan Stanley Experience January 2015 - Present
Job Capital Markets Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Jeff D. Hackmeier & Associates, INC. July 2014 - January 2015
SFX Entertainment, Inc. - Disco Donnie Presents February 2013 - May 2014
JCH Marketing LLC February 2012 - May 2014
Headline Entertainment February 2012 - May 2014
Arthur J. Gallagher and Co. June 2013 - August 2013
SFX Entertainment, Inc. - Life In Color February 2012 - January 2013
Skills
Real Estate, Real Estate Development, Social Media Marketing, Marketing, Entertainment, Marketing Strategy, Social Media, Entrepreneurship, Strategic Planning, Photoshop, Negotiation, Event Planning, Event Management, Sales, Public Relations, Finance, Social Networking, Investments, Facebook, Media Relations, Small Business, Market Research, Leadership, Online Advertising, Online Marketing, Blogging, Start-ups
Education
Florida State University 2010 — 2014
Bachelor's degree, Real Estate and Risk Management and Insurance
Miami Country Day School 2002 — 2010
Bachelor of Business Administration (B.B.A.), Real Estate Development
Morgan Stanley January 2015 - Present
Jeff D. Hackmeier & Associates, INC. July 2014 - January 2015
SFX Entertainment, Inc. - Disco Donnie Presents February 2013 - May 2014
JCH Marketing LLC February 2012 - May 2014
Headline Entertainment February 2012 - May 2014
Arthur J. Gallagher and Co. June 2013 - August 2013
SFX Entertainment, Inc. - Life In Color February 2012 - January 2013
Skills
Real Estate, Real Estate Development, Social Media Marketing, Marketing, Entertainment, Marketing Strategy, Social Media, Entrepreneurship, Strategic Planning, Photoshop, Negotiation, Event Planning, Event Management, Sales, Public Relations, Finance, Social Networking, Investments, Facebook, Media Relations, Small Business, Market Research, Leadership, Online Advertising, Online Marketing, Blogging, Start-ups
Education
Florida State University 2010 — 2014
Bachelor's degree, Real Estate and Risk Management and Insurance
Miami Country Day School 2002 — 2010
Bachelor of Business Administration (B.B.A.), Real Estate Development
Matt DeSalvo's Morgan Stanley Experience 1985 - 2005
Job Mizuho Securites Head of US Equities
Industry Investment Banking
Experience
CRT Capital January 2013 - February 2014
Credit Suisse November 2005 - February 2012
Morgan Stanley 1985 - 2005
Skills
Capital Markets, Equities, Trading, Investment Banking
Education
Florida State University 1980 — 1981
Master of Business Administration (M.B.A.)
University of Notre Dame 1976 — 1980
Bachelor of Business Administration (BBA), Finance, General
CRT Capital January 2013 - February 2014
Credit Suisse November 2005 - February 2012
Morgan Stanley 1985 - 2005
Skills
Capital Markets, Equities, Trading, Investment Banking
Education
Florida State University 1980 — 1981
Master of Business Administration (M.B.A.)
University of Notre Dame 1976 — 1980
Bachelor of Business Administration (BBA), Finance, General
Christopher Menendez's Morgan Stanley Experience December 2013 - August 2015
Job Copywriter at Pacific 54
Industry Marketing and Advertising
Experience
Pacific 54 August 2015 - Present
Morgan Stanley December 2013 - August 2015
Havas Worldwide Chicago June 2013 - September 2013
Joyce Publishing June 2011 - December 2012
Vanity Fair Magazine May 2012 - August 2012
Energy Refunds August 2010 - June 2011
Skills
Editing, Marketing, Editorial, Magazines, Publishing, Journalism, Blogging, Fashion Writing, Copy Editing, Copywriting, Fashion, Social Media, Styling, Online Publishing, Feature Articles, Press Releases, Public Relations, Social Media Marketing, Creative Writing, Publications
Education
Florida State University 2009 — 2013
bachelors, Communication and English (Editing and Writing in Media)
Coral Gables Senior High School 2006 — 2009
High School, International Baccalaureate
Pacific 54 August 2015 - Present
Morgan Stanley December 2013 - August 2015
Havas Worldwide Chicago June 2013 - September 2013
Joyce Publishing June 2011 - December 2012
Vanity Fair Magazine May 2012 - August 2012
Energy Refunds August 2010 - June 2011
Skills
Editing, Marketing, Editorial, Magazines, Publishing, Journalism, Blogging, Fashion Writing, Copy Editing, Copywriting, Fashion, Social Media, Styling, Online Publishing, Feature Articles, Press Releases, Public Relations, Social Media Marketing, Creative Writing, Publications
Education
Florida State University 2009 — 2013
bachelors, Communication and English (Editing and Writing in Media)
Coral Gables Senior High School 2006 — 2009
High School, International Baccalaureate
Courtenay Kane Courtenay Kane's Morgan Stanley Experience March 2011 - July 2011
Job Account Director at OTAS Technologies
Industry Financial Services
Experience
OTAS Technologies August 2013 - Present
KBW July 2011 - June 2012
Morgan Stanley March 2011 - July 2011
Nomura Securities May 2006 - May 2009
Nomura Securities July 2004 - May 2006
RBC Dain Rauscher February 2003 - July 2004
E*TRADE Financial April 2001 - December 2002
Skills
FINRA, Bloomberg, Equities, Series 7, Trading, Investments, Portfolio Management, Asset Managment, Equity Research, Financial Analysis, Fixed Income, Securities, Financial Modeling, Investor Relations, Competitive Analysis, Hedge Funds, Series 63, Equity Trading, Options, Electronic Trading, Trading Systems, Emerging Markets, Bloomberg Terminal, Risk Management, Asset Management, Strategy
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Finance and Marketing
University of California, Santa Cruz 1996 — 2000
BA, Global Economics
OTAS Technologies August 2013 - Present
KBW July 2011 - June 2012
Morgan Stanley March 2011 - July 2011
Nomura Securities May 2006 - May 2009
Nomura Securities July 2004 - May 2006
RBC Dain Rauscher February 2003 - July 2004
E*TRADE Financial April 2001 - December 2002
Skills
FINRA, Bloomberg, Equities, Series 7, Trading, Investments, Portfolio Management, Asset Managment, Equity Research, Financial Analysis, Fixed Income, Securities, Financial Modeling, Investor Relations, Competitive Analysis, Hedge Funds, Series 63, Equity Trading, Options, Electronic Trading, Trading Systems, Emerging Markets, Bloomberg Terminal, Risk Management, Asset Management, Strategy
Education
Fordham Gabelli School of Business 2006 — 2010
MBA, Finance and Marketing
University of California, Santa Cruz 1996 — 2000
BA, Global Economics
Tracy Middleton's Morgan Stanley Experience October 1986 - May 1996
Job Holistic Health Coach
Industry Health, Wellness and Fitness
Experience
Self Employed January 2012 - Present
Shaklee Corporation 2009 - Present
Morgan Stanley October 1986 - May 1996
Skills
Wellness, Stock Market, Strategic Planning, Fitness, Nutrition, Small Business, Event Planning
Education
Florida State University
Bachelor of Science (B.S.), Finance, General
Self Employed January 2012 - Present
Shaklee Corporation 2009 - Present
Morgan Stanley October 1986 - May 1996
Skills
Wellness, Stock Market, Strategic Planning, Fitness, Nutrition, Small Business, Event Planning
Education
Florida State University
Bachelor of Science (B.S.), Finance, General
Rehaan Jahanghir's Morgan Stanley Experience June 2015 - Present
Job Global Wealth Management Intern at Morgan Stanley
Industry Research
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley March 2015 - June 2015
Carnegie Foundation for the Advancement of Teaching July 2012 - July 2014
AmeriCorps September 2010 - June 2011
Quartics June 2009 - August 2009
Skills
Public Speaking, Microsoft Office, Data Analysis, Java, C++, CSS, Political Campaigns, Analytical Skills, Campaign Strategies, Campaign Management, HTML 5, Illustrator, C#, CSS3, JavaScript, Web Development, Photoshop, PowerPoint
Education
University of California, Davis 2014 — 2016
Bachelor’s Degree, Economics, 3.87
Foothill College
Palo Alto High School
Morgan Stanley June 2015 - Present
Morgan Stanley March 2015 - June 2015
Carnegie Foundation for the Advancement of Teaching July 2012 - July 2014
AmeriCorps September 2010 - June 2011
Quartics June 2009 - August 2009
Skills
Public Speaking, Microsoft Office, Data Analysis, Java, C++, CSS, Political Campaigns, Analytical Skills, Campaign Strategies, Campaign Management, HTML 5, Illustrator, C#, CSS3, JavaScript, Web Development, Photoshop, PowerPoint
Education
University of California, Davis 2014 — 2016
Bachelor’s Degree, Economics, 3.87
Foothill College
Palo Alto High School
Ferian Nickelson Ferian Nickelson's Morgan Stanley Experience March 2008 - December 2011
Job Director, Custodian Relationships and Service at HighTower
Industry Financial Services
Experience
HighTower February 2015 - Present
HighTower January 2012 - Present
Morgan Stanley March 2008 - December 2011
Morgan Stanley November 2006 - 2008
Morgan Stanley June 2004 - November 2006
Morristown BMW / MINI Cooper June 2002 - June 2004
Skills
Transition Management, Transition Planning, Strategy, Project Management, Program Management, Training, Wealth Management..., Financial Services, Executive Management, Sales, Marketing, Trading Systems, Equities, Estate Planning, Series 7, Finance, Management, Investments, Financial Analysis, Portfolio Management, Risk Management
Education
Fordham Gabelli School of Business 2001 — 2004
BS
Randolph High School
HighTower February 2015 - Present
HighTower January 2012 - Present
Morgan Stanley March 2008 - December 2011
Morgan Stanley November 2006 - 2008
Morgan Stanley June 2004 - November 2006
Morristown BMW / MINI Cooper June 2002 - June 2004
Skills
Transition Management, Transition Planning, Strategy, Project Management, Program Management, Training, Wealth Management..., Financial Services, Executive Management, Sales, Marketing, Trading Systems, Equities, Estate Planning, Series 7, Finance, Management, Investments, Financial Analysis, Portfolio Management, Risk Management
Education
Fordham Gabelli School of Business 2001 — 2004
BS
Randolph High School
Bill Mihm's Morgan Stanley Experience February 1994 - September 2005
Job Branch Manager,Registered Investment Adviser Representative, Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC September 2005 - Present
The Bonita Springs Area Chamber of Commerce February 2012 - Present
Rotary Club Bonita Springs Noon January 2009 - July 2012
Morgan Stanley February 1994 - September 2005
Skills
Portfolio Management, Series 7, Asset Management, Investments, Wealth Management, Financial Planning, Retirement Planning, Equities, Securities, Mutual Funds, Asset Allocation, Fixed Income, Financial Analysis, Insurance, Estate Planning, Investment Advisory, Retirement, Bonds, Series 63, Annuities, Investment Strategies, Financial Advisory, IRA's, Wealth Transfer, Comprehensive Wealth..., Wealth Accumulation, Separately Managed..., Insurance Planning, ETFs, Alternative Investments, Stocks, 401k Rollovers, Retirement Income..., Annuity, FINRA, Roth IRA, College Savings Plans, 401k, Private Wealth..., High Net Worth..., Investment Policy, Series 24, Strategic Financial..., Wealth Management..., Wealth, Uniform Combined State..., Small Business, Series 65, Investment Management, Mortgage Lending
Education
BS -Business & Communications 1979 — 1982
Business and Communications
Florida State University 1979 — 1982
Raymond James Financial Services, Inc. Member FINRA/SIPC September 2005 - Present
The Bonita Springs Area Chamber of Commerce February 2012 - Present
Rotary Club Bonita Springs Noon January 2009 - July 2012
Morgan Stanley February 1994 - September 2005
Skills
Portfolio Management, Series 7, Asset Management, Investments, Wealth Management, Financial Planning, Retirement Planning, Equities, Securities, Mutual Funds, Asset Allocation, Fixed Income, Financial Analysis, Insurance, Estate Planning, Investment Advisory, Retirement, Bonds, Series 63, Annuities, Investment Strategies, Financial Advisory, IRA's, Wealth Transfer, Comprehensive Wealth..., Wealth Accumulation, Separately Managed..., Insurance Planning, ETFs, Alternative Investments, Stocks, 401k Rollovers, Retirement Income..., Annuity, FINRA, Roth IRA, College Savings Plans, 401k, Private Wealth..., High Net Worth..., Investment Policy, Series 24, Strategic Financial..., Wealth Management..., Wealth, Uniform Combined State..., Small Business, Series 65, Investment Management, Mortgage Lending
Education
BS -Business & Communications 1979 — 1982
Business and Communications
Florida State University 1979 — 1982
Ted Toal, CFP® Ted Toal, CFP®'s Morgan Stanley Experience December 1999 - February 2002
Job Investment Consulting & Advanced Planning for Prosperous Individuals, Families, and Institutions
Industry Financial Services
Experience
Rockwood Wealth Management February 2002 - Present
Morgan Stanley December 1999 - February 2002
Neiman Marcus October 1993 - December 1999
Education
Florida State University 2001 — 2002
Certificate, Financial Planning
Towson University 1989 — 1993
Bachelor of Science, Law
Rockwood Wealth Management February 2002 - Present
Morgan Stanley December 1999 - February 2002
Neiman Marcus October 1993 - December 1999
Education
Florida State University 2001 — 2002
Certificate, Financial Planning
Towson University 1989 — 1993
Bachelor of Science, Law
Dan Holland's Morgan Stanley Experience 1986 - 1989
Job Recruiting Manager at Edward Daniels Group
Industry Human Resources
Experience
Edward Daniels Group October 2009 - Present
Leafstone Staffing February 2008 - September 2009
CORESTAFF Services 1995 - 2006
Morgan Stanley 1986 - 1989
Skills
Recruiting, Leadership, Management, Executive Search, Quantitative Analytics, Networking, Quality Assurance, Business Analysis, HRIS, Business Development, Microsoft Office, Employee Relations, Temporary Placement, Talent Management, Microsoft Excel, Client Development, Finance, Talent Acquisition, Risk Management, Sales, Microsoft Word, Customer Service, Sourcing, Financial Research, Financial Markets, Fundraising, Staffing Services
Education
Florida State University 1977 — 1978
MBA, Finance
Florida State University 1970 — 1974
B.A., Political Science, Sociology, Philosphy, Literature
Edward Daniels Group October 2009 - Present
Leafstone Staffing February 2008 - September 2009
CORESTAFF Services 1995 - 2006
Morgan Stanley 1986 - 1989
Skills
Recruiting, Leadership, Management, Executive Search, Quantitative Analytics, Networking, Quality Assurance, Business Analysis, HRIS, Business Development, Microsoft Office, Employee Relations, Temporary Placement, Talent Management, Microsoft Excel, Client Development, Finance, Talent Acquisition, Risk Management, Sales, Microsoft Word, Customer Service, Sourcing, Financial Research, Financial Markets, Fundraising, Staffing Services
Education
Florida State University 1977 — 1978
MBA, Finance
Florida State University 1970 — 1974
B.A., Political Science, Sociology, Philosphy, Literature
Ebru Meteoglu Ebru Meteoglu's Morgan Stanley Experience January 2015 - Present
Job Sr. Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management May 2013 - January 2015
Morgan Stanley Smith Barney May 2011 - May 2013
Resources Global Professionals January 2011 - April 2011
Resources Global Professionals September 2005 - January 2011
DeSilva Gates Construction June 2003 - July 2005
IBM June 2001 - August 2001
Education
Fordham University - Graduate School of Business Administration 2007 — 2010
MBA, Finance and Marketing
San Francisco State University 1998 — 2003
BS, Computer Science, Applied Mathematics
Nisantasi Isik Lisesi
High Scool
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management May 2013 - January 2015
Morgan Stanley Smith Barney May 2011 - May 2013
Resources Global Professionals January 2011 - April 2011
Resources Global Professionals September 2005 - January 2011
DeSilva Gates Construction June 2003 - July 2005
IBM June 2001 - August 2001
Education
Fordham University - Graduate School of Business Administration 2007 — 2010
MBA, Finance and Marketing
San Francisco State University 1998 — 2003
BS, Computer Science, Applied Mathematics
Nisantasi Isik Lisesi
High Scool
Robert Carney's Morgan Stanley Experience April 2005 - May 2008
Job Transaction Manager at First Guaranty Mortgage Corporation ®
Industry Financial Services
Experience
First Guaranty Mortgage Corporation ® 2014 - Present
CoreLogic January 2013 - January 2014
Advanced Restaurant Finance August 2011 - December 2013
Business Financial Services April 2009 - August 2011
Morgan Stanley April 2005 - May 2008
BNC Mortgage April 2004 - April 2005
First NLC August 1997 - April 2004
Skills
Loans, Credit, Mortgage Lending, Underwriting, Credit Risk, Mortgage Banking, Due Diligence, Financial Services, FHA, Sales, Risk Management, Funding, Banking, Credit Analysis, Loan Origination
Education
Florida State University
Bachelor of Science (B.S.), Finance
First Guaranty Mortgage Corporation ® 2014 - Present
CoreLogic January 2013 - January 2014
Advanced Restaurant Finance August 2011 - December 2013
Business Financial Services April 2009 - August 2011
Morgan Stanley April 2005 - May 2008
BNC Mortgage April 2004 - April 2005
First NLC August 1997 - April 2004
Skills
Loans, Credit, Mortgage Lending, Underwriting, Credit Risk, Mortgage Banking, Due Diligence, Financial Services, FHA, Sales, Risk Management, Funding, Banking, Credit Analysis, Loan Origination
Education
Florida State University
Bachelor of Science (B.S.), Finance
John Matzke John Matzke's Morgan Stanley Experience January 2001 - October 2005
Job Director at Jabil
Industry Electrical/Electronic Manufacturing
Experience
Jabil 2007 - Present
Jabil February 2007 - 2011
Jabil February 2007 - April 2010
Publix Super Markets, Inc. 2006 - 2007
State of Florida April 2005 - September 2006
Morgan Stanley January 2001 - October 2005
Siemens IT Solutions & Services, Inc 1998 - 2005
Intermedia 1997 - 1998
Skills
Project Management, Program Management, ITIL, Service Management, NIST, CISSP, Google Apps, Google Analytics, Cloud Computing, Cloud Security, Amazon Cloud, Amazon Web Services..., Disaster Recovery, Security, Information Security, Business Continuity, Risk Management, Integration, Management, Active Directory, Servers, Data Center, Process Improvement, Information Technology, IT Management, Enterprise Architecture, PMO, IT Service Management, Enterprise Software, Leadership, Project Planning, IT Strategy, Vendor Management, IT Operations, Governance, Outsourcing, Information Security..., Infrastructure, Six Sigma, Project Portfolio..., Business Process
Education
University of South Florida 1994 — 1998
Bachelor of Science (BS)
Florida State University - College of Business
Harvard University Kennedy School of Government
International Business
Jabil 2007 - Present
Jabil February 2007 - 2011
Jabil February 2007 - April 2010
Publix Super Markets, Inc. 2006 - 2007
State of Florida April 2005 - September 2006
Morgan Stanley January 2001 - October 2005
Siemens IT Solutions & Services, Inc 1998 - 2005
Intermedia 1997 - 1998
Skills
Project Management, Program Management, ITIL, Service Management, NIST, CISSP, Google Apps, Google Analytics, Cloud Computing, Cloud Security, Amazon Cloud, Amazon Web Services..., Disaster Recovery, Security, Information Security, Business Continuity, Risk Management, Integration, Management, Active Directory, Servers, Data Center, Process Improvement, Information Technology, IT Management, Enterprise Architecture, PMO, IT Service Management, Enterprise Software, Leadership, Project Planning, IT Strategy, Vendor Management, IT Operations, Governance, Outsourcing, Information Security..., Infrastructure, Six Sigma, Project Portfolio..., Business Process
Education
University of South Florida 1994 — 1998
Bachelor of Science (BS)
Florida State University - College of Business
Harvard University Kennedy School of Government
International Business
Larry Ganz Larry Ganz's Morgan Stanley Experience 1993 - 1994
Job Freelance Marketing Consultant; Extensive Experience as Director of Ad Sales Marketing
Industry Marketing and Advertising
Experience
McMURRY/TMG, LLC 2014 - 2014
The Wall Street Journal Office Network 2010 - 2012
Forbes Media 2010 - 2010
Forbes Media 2005 - 2009
The Deal LLC 2000 - 2005
Prism Communications (subsidiary of Comdisco) 1999 - 2000
Mercedes-Benz USA April 1998 - August 1998
AIC Conferences, Inc. 1994 - 1997
Morgan Stanley 1993 - 1994
Skills
Critical Thinking, Digital Media, Advertising, Marketing, Integrated Marketing, Editing, Proposal Writing, Direct Marketing, Product Management, B2B, Brand Development, Management, New Media, Marketing Strategy, Online Marketing, Social Networking, Event Planning, Publishing, Online Advertising, Public Relations, Marketing Communications, Copywriting, Brand Management, Strategy, Magazines, Social Media, Media Relations, Direct Mail, Social Media Marketing, Digital Marketing, Event Management, Blogging, Email Marketing, Marketing Management, Sales, Editorial, Digital Strategy, Content Strategy, Entrepreneurship, Lead Generation, Media Planning, Mobile Marketing, Sponsorship, Advertising Sales, Strategic Partnerships, Trade Shows, SEO, Media Buying, Market Research, Interactive Marketing
Education
Fordham University - Graduate School of Business Administration 1997 — 1999
MBA, Marketing Concentration, Marketing GPA: 3.9/4.0; Cumulative GPA: 3.7/4.0
State University of New York at Albany 1989 — 1993
BS, Business Admninistration, cum laude
McMURRY/TMG, LLC 2014 - 2014
The Wall Street Journal Office Network 2010 - 2012
Forbes Media 2010 - 2010
Forbes Media 2005 - 2009
The Deal LLC 2000 - 2005
Prism Communications (subsidiary of Comdisco) 1999 - 2000
Mercedes-Benz USA April 1998 - August 1998
AIC Conferences, Inc. 1994 - 1997
Morgan Stanley 1993 - 1994
Skills
Critical Thinking, Digital Media, Advertising, Marketing, Integrated Marketing, Editing, Proposal Writing, Direct Marketing, Product Management, B2B, Brand Development, Management, New Media, Marketing Strategy, Online Marketing, Social Networking, Event Planning, Publishing, Online Advertising, Public Relations, Marketing Communications, Copywriting, Brand Management, Strategy, Magazines, Social Media, Media Relations, Direct Mail, Social Media Marketing, Digital Marketing, Event Management, Blogging, Email Marketing, Marketing Management, Sales, Editorial, Digital Strategy, Content Strategy, Entrepreneurship, Lead Generation, Media Planning, Mobile Marketing, Sponsorship, Advertising Sales, Strategic Partnerships, Trade Shows, SEO, Media Buying, Market Research, Interactive Marketing
Education
Fordham University - Graduate School of Business Administration 1997 — 1999
MBA, Marketing Concentration, Marketing GPA: 3.9/4.0; Cumulative GPA: 3.7/4.0
State University of New York at Albany 1989 — 1993
BS, Business Admninistration, cum laude
Brett A. Diorio's Morgan Stanley Experience May 2013 - Present
Job Morgan Stanley Risk Management; MBA Candidate at Fordham University
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Merrill Lynch June 2010 - May 2013
Merrill Lynch February 2009 - June 2010
GlobeOp October 2008 - February 2009
Skills
Financial Services, Trading, Series 7, CRM, Alternative Investments, Management, Investments, Bloomberg, Wealth Management, Series 63, Risk Management, Fixed Income, Securities, Equities
Education
Fordham University - Graduate School of Business Administration
Saint Lawrence University 2003 — 2007
Bachelor of Arts, Government Studies
Morgan Stanley May 2013 - Present
Merrill Lynch June 2010 - May 2013
Merrill Lynch February 2009 - June 2010
GlobeOp October 2008 - February 2009
Skills
Financial Services, Trading, Series 7, CRM, Alternative Investments, Management, Investments, Bloomberg, Wealth Management, Series 63, Risk Management, Fixed Income, Securities, Equities
Education
Fordham University - Graduate School of Business Administration
Saint Lawrence University 2003 — 2007
Bachelor of Arts, Government Studies
Kelly Lane's Morgan Stanley Experience 2006 - 2007
Job Account Executive at TradeStation Securities
Industry Financial Services
Experience
TradeStation Securities July 2009 - Present
Fiduciary Trust Company 2007 - 2009
Morgan Stanley 2006 - 2007
Skills
Series 7, Series 63, Asset Managment, Financial Services, Microsoft Excel, Marketing, Finance
Education
Florida State University - College of Business 2002 — 2006
B.S., Marketing, Finance
TradeStation Securities July 2009 - Present
Fiduciary Trust Company 2007 - 2009
Morgan Stanley 2006 - 2007
Skills
Series 7, Series 63, Asset Managment, Financial Services, Microsoft Excel, Marketing, Finance
Education
Florida State University - College of Business 2002 — 2006
B.S., Marketing, Finance
Matthew Welborn Matthew Welborn's Morgan Stanley Experience 1995 - 2006
Job Branch Manager at UBS
Industry Financial Services
Experience
UBS Financial Services, Inc. May 2006 - Present
UBS Financial Services, Inc. 2006 - Present
Morgan Stanley 1995 - 2006
Education
The American College 2003 — 2004
CFP, Certified Financial Planner
Florida State University - College of Business 1991 — 1995
Finance, Finance, Marketing, Management
UBS Financial Services, Inc. May 2006 - Present
UBS Financial Services, Inc. 2006 - Present
Morgan Stanley 1995 - 2006
Education
The American College 2003 — 2004
CFP, Certified Financial Planner
Florida State University - College of Business 1991 — 1995
Finance, Finance, Marketing, Management
Matt Grainger Matt Grainger's Morgan Stanley Experience June 2005 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2005 - Present
Education
Lehigh University 1996 — 2000
BA
Fordham Gabelli School of Business 2006 — 2009
MBA
Mt. Lebanon High School 1992 — 1996
High School
Morgan Stanley June 2005 - Present
Education
Lehigh University 1996 — 2000
BA
Fordham Gabelli School of Business 2006 — 2009
MBA
Mt. Lebanon High School 1992 — 1996
High School
Marc Deutsch's Morgan Stanley Experience May 2015 - Present
Job Summer Internship at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Bajas beach club February 2014 - April 2015
Arthur J. Gallagher & Co. June 2014 - August 2014
Skills
Insurance, Workers Compensation, Risk Management, Commercial Insurance, Property, Finance, Underwriting, Property & Casualty..., Casualty Insurance, Leadership
Education
Florida State University 2012 — 2016
Finance, General
Florida State University
Morgan Stanley May 2015 - Present
Bajas beach club February 2014 - April 2015
Arthur J. Gallagher & Co. June 2014 - August 2014
Skills
Insurance, Workers Compensation, Risk Management, Commercial Insurance, Property, Finance, Underwriting, Property & Casualty..., Casualty Insurance, Leadership
Education
Florida State University 2012 — 2016
Finance, General
Florida State University
Caitlin Moroney Caitlin Moroney's Morgan Stanley Experience October 2013 - January 2014
Job Elementary Education K6
Industry Primary/Secondary Education
Experience
Christ the King Catholic School August 2015 - Present
Christ the King Catholic School November 2014 - Present
Christ the King Catholic School January 2014 - November 2014
Morgan Stanley October 2013 - January 2014
Self Employed June 2004 - January 2014
WAVi June 2010 - August 2010
Skills
Business Development, Project Management, Organization, Project Coordination, Marketing Research, Start-ups, Community Outreach, Elementary Education, TV Production
Education
Hillsborough Community College 2014 — 2015
Certificate, Teacher Education and Professional Development
Florida State University 2009 — 2013
Bachelor of Science (BS), Social Sciences
Christ the King Catholic School August 2015 - Present
Christ the King Catholic School November 2014 - Present
Christ the King Catholic School January 2014 - November 2014
Morgan Stanley October 2013 - January 2014
Self Employed June 2004 - January 2014
WAVi June 2010 - August 2010
Skills
Business Development, Project Management, Organization, Project Coordination, Marketing Research, Start-ups, Community Outreach, Elementary Education, TV Production
Education
Hillsborough Community College 2014 — 2015
Certificate, Teacher Education and Professional Development
Florida State University 2009 — 2013
Bachelor of Science (BS), Social Sciences
Lanna Buckley's Morgan Stanley Experience August 2012 - September 2014
Job Assistant Product Manager at Jarden Consumer Solutions
Industry Marketing and Advertising
Experience
Jarden Consumer Solutions September 2014 - Present
Morgan Stanley August 2012 - September 2014
Conde Nast February 2011 - April 2011
Modern Luxury May 2010 - August 2010
Michael Kors May 2010 - August 2010
Skills
Customer Service, Account Management, Manage Client..., Microsoft Office, Outlook, Social Media Marketing, Social Media, Event Planning, Fashion, Public Relations, Sales, PowerPoint, Marketing, Facebook, Social Networking, Management, Microsoft Excel, Public Speaking, Leadership, Time Management, Microsoft Word, Marketing Communications
Education
Florida State University 2007 — 2011
Bachelor of Science (BS), Retail Merchandising and Product Development, Minor in Business
Florida State University
Jarden Consumer Solutions September 2014 - Present
Morgan Stanley August 2012 - September 2014
Conde Nast February 2011 - April 2011
Modern Luxury May 2010 - August 2010
Michael Kors May 2010 - August 2010
Skills
Customer Service, Account Management, Manage Client..., Microsoft Office, Outlook, Social Media Marketing, Social Media, Event Planning, Fashion, Public Relations, Sales, PowerPoint, Marketing, Facebook, Social Networking, Management, Microsoft Excel, Public Speaking, Leadership, Time Management, Microsoft Word, Marketing Communications
Education
Florida State University 2007 — 2011
Bachelor of Science (BS), Retail Merchandising and Product Development, Minor in Business
Florida State University
Eric Fischer's Morgan Stanley Experience March 2013 - January 2014
Job Business Development Specialist
Industry Medical Devices
Experience
Zimmer Biomet June 2015 - Present
Biomet 3i May 2014 - Present
Morgan Stanley March 2013 - January 2014
BankUnited June 2012 - March 2013
Merrill Lynch July 2011 - December 2011
Skills
Management, Investment Banking, Investment Strategies, Analysis, Sales, Asset Allocation, Strategic Planning, Microsoft Office, Financial Risk, Corporate Finance, Leadership, Microsoft Excel, Financial Markets, Investments, Public Speaking, Financial Services, Social Networking
Education
Florida State University - College of Business 2008 — 2011
B.S., Finance
Zimmer Biomet June 2015 - Present
Biomet 3i May 2014 - Present
Morgan Stanley March 2013 - January 2014
BankUnited June 2012 - March 2013
Merrill Lynch July 2011 - December 2011
Skills
Management, Investment Banking, Investment Strategies, Analysis, Sales, Asset Allocation, Strategic Planning, Microsoft Office, Financial Risk, Corporate Finance, Leadership, Microsoft Excel, Financial Markets, Investments, Public Speaking, Financial Services, Social Networking
Education
Florida State University - College of Business 2008 — 2011
B.S., Finance
Chris Gewat Chris Gewat's Morgan Stanley Experience 2008 - 2009
Job Equity Trading Analyst at Citi
Industry Financial Services
Experience
Citi 2013 - Present
Citi August 2012 - October 2013
Citi July 2010 - June 2012
Morgan Stanley 2008 - 2009
Skills
Portfolio Management, Bloomberg, Financial Modeling, Financial Analysis, Equities, Derivatives, Investment Banking, Credit Analysis, Corporate Finance, Equity Research, Valuation, Bloomberg Terminal, Asset Managment, Accounting, Microsoft Excel, Microsoft Office, Research, Capital IQ, Fixed Income, Capital Markets, Series 7, Series 63, Trading, Emerging Markets, Structured Finance, Structured Products, Equity Trading, Electronic Trading
Education
Fordham University 2006 — 2010
Bachelor of Science (BS), Finance, General, 3.9
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General, 4.0
Citi 2013 - Present
Citi August 2012 - October 2013
Citi July 2010 - June 2012
Morgan Stanley 2008 - 2009
Skills
Portfolio Management, Bloomberg, Financial Modeling, Financial Analysis, Equities, Derivatives, Investment Banking, Credit Analysis, Corporate Finance, Equity Research, Valuation, Bloomberg Terminal, Asset Managment, Accounting, Microsoft Excel, Microsoft Office, Research, Capital IQ, Fixed Income, Capital Markets, Series 7, Series 63, Trading, Emerging Markets, Structured Finance, Structured Products, Equity Trading, Electronic Trading
Education
Fordham University 2006 — 2010
Bachelor of Science (BS), Finance, General, 3.9
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Finance, General, 4.0
Steven Carmen Steven Carmen's Morgan Stanley Experience June 2012 - August 2013
Job M&A and Growth Strategy Professional
Industry Investment Banking
Experience
Themis Bar Review February 2015 - Present
Independent Consultant-Mergers and Acquisitions January 2015 - Present
Custom Cable August 2013 - January 2015
Morgan Stanley June 2012 - August 2013
BNP Paribas September 2010 - June 2012
GCA Savvian / National Capital June 2007 - August 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Due Diligence, Mergers, Hedge Funds, Investment Banking, Financial Analysis, Venture Capital, Capital Markets, Series 7, Series 63, Series 66, Financial Advisory, Wealth Management, Mergers & Acquisitions, Equities, Operations Management, Strategy, Strategic Planning, Strategic Partnerships, Strategic Financial..., Operational Efficiency, Alternative Investments, Relationship Management, Bloomberg, Corporate Development, Financial Markets, Business Valuation, Bloomberg Terminal, Investment Advisory, Leveraged Finance, Equity Valuation, LBO, Financial Planning
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA), Finance
Florida State University - College of Business 2003 — 2007
Bachelors, Finance
Themis Bar Review February 2015 - Present
Independent Consultant-Mergers and Acquisitions January 2015 - Present
Custom Cable August 2013 - January 2015
Morgan Stanley June 2012 - August 2013
BNP Paribas September 2010 - June 2012
GCA Savvian / National Capital June 2007 - August 2010
Skills
Financial Modeling, Valuation, Corporate Finance, Due Diligence, Mergers, Hedge Funds, Investment Banking, Financial Analysis, Venture Capital, Capital Markets, Series 7, Series 63, Series 66, Financial Advisory, Wealth Management, Mergers & Acquisitions, Equities, Operations Management, Strategy, Strategic Planning, Strategic Partnerships, Strategic Financial..., Operational Efficiency, Alternative Investments, Relationship Management, Bloomberg, Corporate Development, Financial Markets, Business Valuation, Bloomberg Terminal, Investment Advisory, Leveraged Finance, Equity Valuation, LBO, Financial Planning
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (MBA), Finance
Florida State University - College of Business 2003 — 2007
Bachelors, Finance
Sterling Zerbe's Morgan Stanley Experience October 2000 - March 2012
Job Director, Branch Manager at UBS Financial Services
Industry Financial Services
Experience
UBS March 2012 - Present
Morgan Stanley October 2000 - March 2012
JC Bradford December 1996 - October 2000
Interstate Johnson Lane July 1991 - December 1996
Dean Witter 1988 - 1991
Skills
Series 7, Series 65, Series 3, FINRA, Series 9, Series 10
Education
Florida State University
Pensacola Junior College
UBS March 2012 - Present
Morgan Stanley October 2000 - March 2012
JC Bradford December 1996 - October 2000
Interstate Johnson Lane July 1991 - December 1996
Dean Witter 1988 - 1991
Skills
Series 7, Series 65, Series 3, FINRA, Series 9, Series 10
Education
Florida State University
Pensacola Junior College
David Zaccagnino's Morgan Stanley Experience January 2000 - February 2011
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2011 - Present
Morgan Stanley January 2000 - February 2011
Education
Florida State University 1991 — 2000
Master's Degree in Business and Bachelor's Degree in Chemistry
Ameriprise Financial Services, Inc. February 2011 - Present
Morgan Stanley January 2000 - February 2011
Education
Florida State University 1991 — 2000
Master's Degree in Business and Bachelor's Degree in Chemistry
William M Johansen Jr's Morgan Stanley Experience October 2010 - Present
Job Vice President, Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2010 - Present
Wells Fargo Bank November 2006 - September 2010
Wells Fargo Bank April 2003 - November 2006
Prudential Securities December 2002 - February 2003
A.G. Edwards September 1996 - July 2002
CDC Federal Credit Union August 1995 - July 1996
Skills
Wealth Management, High Net Worth..., Financial Advisory, Investments, Credit, Securities Lending, Mortgage Lending, Home Equity Lines of..., Commercial Lending, Banking, Securities
Education
Florida State University 1991 — 1995
Bachelor of Science, Political Science
Morgan Stanley October 2010 - Present
Wells Fargo Bank November 2006 - September 2010
Wells Fargo Bank April 2003 - November 2006
Prudential Securities December 2002 - February 2003
A.G. Edwards September 1996 - July 2002
CDC Federal Credit Union August 1995 - July 1996
Skills
Wealth Management, High Net Worth..., Financial Advisory, Investments, Credit, Securities Lending, Mortgage Lending, Home Equity Lines of..., Commercial Lending, Banking, Securities
Education
Florida State University 1991 — 1995
Bachelor of Science, Political Science
Anthony DiMatteo's Morgan Stanley Experience August 2008 - August 2009
Job Vice President at ANZ
Industry Financial Services
Experience
Thomson Reuters September 2015 - Present
ANZ August 2011 - September 2015
Barclays Capital October 2009 - August 2011
Morgan Stanley August 2008 - August 2009
Credit Suisse Alternative Investments June 2008 - August 2008
Goldman Sachs December 2006 - February 2008
Lehman Brothers June 2005 - December 2006
Skills
Hedge Funds, Prime Brokerage, ISDA, Derivatives, Equity Derivatives, Swaps, Commodities, Options, FX, Loans, Risk Management, Commodity, FX Options, Credit Risk, Credit, Due Diligence, Emerging Markets, Equities, Financial Markets, Financial Structuring, Fixed Income, Middle Office, Mutual Funds, Portfolio Management, Settlement, Trading
Education
Hofstra University School of Law 2001 — 2004
J.D., Law Degree
Florida State University - College of Business 1997 — 2001
B.S., Risk Management
Thomson Reuters September 2015 - Present
ANZ August 2011 - September 2015
Barclays Capital October 2009 - August 2011
Morgan Stanley August 2008 - August 2009
Credit Suisse Alternative Investments June 2008 - August 2008
Goldman Sachs December 2006 - February 2008
Lehman Brothers June 2005 - December 2006
Skills
Hedge Funds, Prime Brokerage, ISDA, Derivatives, Equity Derivatives, Swaps, Commodities, Options, FX, Loans, Risk Management, Commodity, FX Options, Credit Risk, Credit, Due Diligence, Emerging Markets, Equities, Financial Markets, Financial Structuring, Fixed Income, Middle Office, Mutual Funds, Portfolio Management, Settlement, Trading
Education
Hofstra University School of Law 2001 — 2004
J.D., Law Degree
Florida State University - College of Business 1997 — 2001
B.S., Risk Management
Brent Buckmaster's Morgan Stanley Experience 2005 - 2007
Job Vice President at Flatirons Capital
Industry Capital Markets
Experience
Flatirons Capital Management September 2013 - Present
Capital Markets Cooperative November 2010 - October 2013
ExMor Capital May 2007 - November 2010
Morgan Stanley 2005 - 2007
VirtualBank September 2003 - February 2005
Skills
Bonds, MBS, Loans, Capital Markets, Risk Management, Credit, Fixed Income, Trading, Mortgage, Origination, Hedging, Mortgage Lending, Loan Origination, Securitization, Securities, Mortgage Banking, Interest Rate..., Credit Risk, Portfolio Management, Series 7, Residential Mortgages, Loss Mitigation, Loan Servicing, Structured Finance, Asset Management, Structured Products, Options, Bloomberg
Education
Florida State University - College of Business 1999 — 2003
Bachelor of Science (BS), Management Information Systems, General
Jupiter 1994 — 1998
Flatirons Capital Management September 2013 - Present
Capital Markets Cooperative November 2010 - October 2013
ExMor Capital May 2007 - November 2010
Morgan Stanley 2005 - 2007
VirtualBank September 2003 - February 2005
Skills
Bonds, MBS, Loans, Capital Markets, Risk Management, Credit, Fixed Income, Trading, Mortgage, Origination, Hedging, Mortgage Lending, Loan Origination, Securitization, Securities, Mortgage Banking, Interest Rate..., Credit Risk, Portfolio Management, Series 7, Residential Mortgages, Loss Mitigation, Loan Servicing, Structured Finance, Asset Management, Structured Products, Options, Bloomberg
Education
Florida State University - College of Business 1999 — 2003
Bachelor of Science (BS), Management Information Systems, General
Jupiter 1994 — 1998
Alana D'Angelica Alana D'Angelica's Morgan Stanley Experience August 2007 - September 2009
Job Vice President, Client Services North America at Indeed.com
Industry Internet
Experience
Indeed.com July 2015 - Present
Indeed.com February 2014 - July 2015
Indeed.com February 2012 - February 2014
Indeed.com January 2010 - February 2012
Indeed.com September 2009 - January 2010
Morgan Stanley August 2007 - September 2009
Morgan Stanley May 2005 - August 2007
Skills
PPC, SEM, Account Management, Online Advertising, Analytics, SEO, Web Analytics, CRM, Applicant Tracking..., Relationship Management, Client Service, Process Improvement, Management, Sales Support, Online Campaign..., Financial Services, Leadership, Customer Acquisition, Client Services, Sales Operations, Online Marketing, Customer Retention, Strategic Partnerships, Competitive Analysis, Start-ups, B2B
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
MBA, Dual Concentration in Finance & Marketing
State University of New York at Albany
BS Business Administration, Dual Concentration in Finance & Management. Minor: Spanish
Indeed.com July 2015 - Present
Indeed.com February 2014 - July 2015
Indeed.com February 2012 - February 2014
Indeed.com January 2010 - February 2012
Indeed.com September 2009 - January 2010
Morgan Stanley August 2007 - September 2009
Morgan Stanley May 2005 - August 2007
Skills
PPC, SEM, Account Management, Online Advertising, Analytics, SEO, Web Analytics, CRM, Applicant Tracking..., Relationship Management, Client Service, Process Improvement, Management, Sales Support, Online Campaign..., Financial Services, Leadership, Customer Acquisition, Client Services, Sales Operations, Online Marketing, Customer Retention, Strategic Partnerships, Competitive Analysis, Start-ups, B2B
Education
Fordham University - Graduate School of Business Administration 2006 — 2009
MBA, Dual Concentration in Finance & Marketing
State University of New York at Albany
BS Business Administration, Dual Concentration in Finance & Management. Minor: Spanish
Stacey Herring's Morgan Stanley Experience April 2014 - Present
Job Vice President, Private Banker at Morgan Stanley Private Bank, N.A.
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
SunTrust Bank June 2013 - March 2014
Fifth Third Bank March 1996 - June 2013
Skills
Mortgage Lending, Loans, Banking, Mortgage Banking, Consumer Lending, Commercial Lending, Loan Origination, Investment Properties, FHA, Credit Analysis, Finance, Credit, Underwriting, Construction Loans, Sales, Small Business Lending, Real Estate, Commercial Banking, Refinance, Leadership, Residential Mortgages, Small Business, Commercial Real Estate, Fundraising, Investments, Real Estate Financing, Event Planning, Real Estate Economics, Lines Of Credit, Strategic Financial..., Public Speaking, Commercial Mortgages, Brokerage, Financial Structuring, Portfolio Management, First Time Home Buyers, Investors, REO, Foreclosures, VA loans, Wealth Management, USDA, Referrals, FHA financing, Certified Mortgage..., Asset Management, Government Loans, Retail Banking, Courtesy, Financial Planning
Education
Florida State University 1989 — 1991
Bachelor of Science (B.S.), College of Business, Major: Marketing; Minor: Communications
Edison State College 1987 — 1989
Associate of Arts (A.A.), Business
Morgan Stanley April 2014 - Present
SunTrust Bank June 2013 - March 2014
Fifth Third Bank March 1996 - June 2013
Skills
Mortgage Lending, Loans, Banking, Mortgage Banking, Consumer Lending, Commercial Lending, Loan Origination, Investment Properties, FHA, Credit Analysis, Finance, Credit, Underwriting, Construction Loans, Sales, Small Business Lending, Real Estate, Commercial Banking, Refinance, Leadership, Residential Mortgages, Small Business, Commercial Real Estate, Fundraising, Investments, Real Estate Financing, Event Planning, Real Estate Economics, Lines Of Credit, Strategic Financial..., Public Speaking, Commercial Mortgages, Brokerage, Financial Structuring, Portfolio Management, First Time Home Buyers, Investors, REO, Foreclosures, VA loans, Wealth Management, USDA, Referrals, FHA financing, Certified Mortgage..., Asset Management, Government Loans, Retail Banking, Courtesy, Financial Planning
Education
Florida State University 1989 — 1991
Bachelor of Science (B.S.), College of Business, Major: Marketing; Minor: Communications
Edison State College 1987 — 1989
Associate of Arts (A.A.), Business
Seth Browning's Morgan Stanley Experience June 2014 - July 2014
Job Student at Florida State University
Industry Commercial Real Estate
Experience
Rudnick Development May 2015 - Present
Morgan Stanley June 2014 - July 2014
Skills
Real Estate Development, Leadership, Public Speaking, Microsoft Word, PowerPoint, Management, Customer Service, Microsoft Office, Event Planning, Social Media, Sales, Marketing
Education
Florida State University 2013 — 2015
Bachelor's Degree, Finance and Real Estate
Rudnick Development May 2015 - Present
Morgan Stanley June 2014 - July 2014
Skills
Real Estate Development, Leadership, Public Speaking, Microsoft Word, PowerPoint, Management, Customer Service, Microsoft Office, Event Planning, Social Media, Sales, Marketing
Education
Florida State University 2013 — 2015
Bachelor's Degree, Finance and Real Estate
Henry Ford, M.B.A. Henry Ford, M.B.A.'s Morgan Stanley Experience January 2014 - July 2014
Job IT Project Manager at AT & T
Industry Information Technology and Services
Experience
AT & T February 2014 - Present
FairPoint Communications March 2014 - January 2015
World Food Association Organization S.A., Inc. December 2007 - September 2014
Morgan Stanley January 2014 - July 2014
Calance January 2013 - February 2014
Pyrasquare Consulting February 2012 - December 2013
Edelman August 2011 - September 2011
Regeneron Pharmaceuticals, Inc. February 2011 - May 2011
Skills
Software Engineering, Network Operations..., CompTIA A+ Certification, Network + Certified, CCNA, BICSI, ATT Certified Supplier..., ATM networks, Fiber Optic Technology, Fiber Switches, BDFB- Central Office..., Network Topology, POTS, Satellite Communications, Cable Television
Education
University of Phoenix 2010 — 2012
Bachelor’s Degree, Computer Software Engineering, 3.9
Florida State University 2004 — 2006
Master of Business Administration (M.B.A.), Business, 3.9
Grand Canyon University 2002 — 2004
Bachelor of Science (B.S.), Christian Studies
AT & T February 2014 - Present
FairPoint Communications March 2014 - January 2015
World Food Association Organization S.A., Inc. December 2007 - September 2014
Morgan Stanley January 2014 - July 2014
Calance January 2013 - February 2014
Pyrasquare Consulting February 2012 - December 2013
Edelman August 2011 - September 2011
Regeneron Pharmaceuticals, Inc. February 2011 - May 2011
Skills
Software Engineering, Network Operations..., CompTIA A+ Certification, Network + Certified, CCNA, BICSI, ATT Certified Supplier..., ATM networks, Fiber Optic Technology, Fiber Switches, BDFB- Central Office..., Network Topology, POTS, Satellite Communications, Cable Television
Education
University of Phoenix 2010 — 2012
Bachelor’s Degree, Computer Software Engineering, 3.9
Florida State University 2004 — 2006
Master of Business Administration (M.B.A.), Business, 3.9
Grand Canyon University 2002 — 2004
Bachelor of Science (B.S.), Christian Studies
Shivani Basnet's Morgan Stanley Experience July 2015 - Present
Job Undergraduate Student at UC Davis
Industry Political Organization
Experience
Morgan Stanley July 2015 - Present
AIESEC October 2014 - February 2015
Congressman Garamendi Grassroots Empowerment Initiative for Congressional Campaign October 2014 - November 2014
Women For Human Rights (WHR) July 2014 - September 2014
U.S. House of Representatives April 2014 - June 2014
U.S. House of Representatives March 2013 - June 2013
Private Tutor 2012 - January 2013
Marshalls 2011 - 2012
Fry's Electronics 2010 - 2011
Skills
Leadership Development, Communication, Organization, Management, Leadership, Training, Report Writing, Constituent Services, Qualitative Research, Teaching, English, Public Speaking, Event Planning, Microsoft Office, PowerPoint, Research, Social Media, Community Outreach, Nonprofits, Social Networking, Writing
Education
Auckland House School, India 2013 — 2015
high school diploma, Humanities/Humanistic Studies
University of California, Davis 2013 — 2015
Bachelor's degree, Political Science and Government
Foothill College 2011 — 2013
Associate of Arts (AA), Political Science and Government
Morgan Stanley July 2015 - Present
AIESEC October 2014 - February 2015
Congressman Garamendi Grassroots Empowerment Initiative for Congressional Campaign October 2014 - November 2014
Women For Human Rights (WHR) July 2014 - September 2014
U.S. House of Representatives April 2014 - June 2014
U.S. House of Representatives March 2013 - June 2013
Private Tutor 2012 - January 2013
Marshalls 2011 - 2012
Fry's Electronics 2010 - 2011
Skills
Leadership Development, Communication, Organization, Management, Leadership, Training, Report Writing, Constituent Services, Qualitative Research, Teaching, English, Public Speaking, Event Planning, Microsoft Office, PowerPoint, Research, Social Media, Community Outreach, Nonprofits, Social Networking, Writing
Education
Auckland House School, India 2013 — 2015
high school diploma, Humanities/Humanistic Studies
University of California, Davis 2013 — 2015
Bachelor's degree, Political Science and Government
Foothill College 2011 — 2013
Associate of Arts (AA), Political Science and Government
Gabrielle Puglia's Morgan Stanley Experience March 2013 - Present
Job Executive Administrative Assistant at Morgan Stanley
Industry Public Relations and Communications
Experience
Morgan Stanley March 2013 - Present
Morgan Stanley September 2012 - March 2013
Pride Technologies June 2011 - September 2012
Telerep June 2010 - June 2011
Breezy Point Snackshop May 2006 - June 2010
95.5 WPLJ June 2009 - September 2009
Skills
Microsoft Word, Management, Social Media, Microsoft Excel, Outlook, Customer Service, Process Scheduler, Project Planning, Public Speaking, Sales, Event Planning, Social Networking, Event Management, Social Media Marketing, Facebook, Editing, Fundraising, Teamwork, Public Relations, Blogging, Nonprofits
Education
Florida State University 2014 — 2015
Post-Baccalaureate, Speech-Language Pathology/Pathologist
Manhattan College 2006 — 2010
Bachelor's Degree, Communications [Public Relations, Broadcasting], Spanish
Universidad Complutense de Madrid 2008 — 2008
Spanish
Morgan Stanley March 2013 - Present
Morgan Stanley September 2012 - March 2013
Pride Technologies June 2011 - September 2012
Telerep June 2010 - June 2011
Breezy Point Snackshop May 2006 - June 2010
95.5 WPLJ June 2009 - September 2009
Skills
Microsoft Word, Management, Social Media, Microsoft Excel, Outlook, Customer Service, Process Scheduler, Project Planning, Public Speaking, Sales, Event Planning, Social Networking, Event Management, Social Media Marketing, Facebook, Editing, Fundraising, Teamwork, Public Relations, Blogging, Nonprofits
Education
Florida State University 2014 — 2015
Post-Baccalaureate, Speech-Language Pathology/Pathologist
Manhattan College 2006 — 2010
Bachelor's Degree, Communications [Public Relations, Broadcasting], Spanish
Universidad Complutense de Madrid 2008 — 2008
Spanish
Si Shen's Morgan Stanley Experience January 2014 - March 2014
Job Education Management Professional
Industry Education Management
Experience
Azarmehr APLC December 2014 - Present
Whole Person Education Institute March 2014 - Present
Morgan Stanley January 2014 - March 2014
Merria Youth Cultural Exchange July 2012 - September 2012
Tsinghua UNIS Education (New Continental Bridge Plan) Institution July 2010 - September 2010
Skills
Microsoft Excel, Management, Microsoft Office, Teaching, Strategic Planning, Databases, Data Analysis, Leadership, Public Speaking, Public Relations, AutoCAD, 3D Studio Max, Adobe Acrobat, Financial Analysis
Education
University of California, Davis 2012 — 2014
Bachelor of Science (B.S.), Business/Managerial Economics
Foothill College 2010 — 2012
Transfer, Economics
Azarmehr APLC December 2014 - Present
Whole Person Education Institute March 2014 - Present
Morgan Stanley January 2014 - March 2014
Merria Youth Cultural Exchange July 2012 - September 2012
Tsinghua UNIS Education (New Continental Bridge Plan) Institution July 2010 - September 2010
Skills
Microsoft Excel, Management, Microsoft Office, Teaching, Strategic Planning, Databases, Data Analysis, Leadership, Public Speaking, Public Relations, AutoCAD, 3D Studio Max, Adobe Acrobat, Financial Analysis
Education
University of California, Davis 2012 — 2014
Bachelor of Science (B.S.), Business/Managerial Economics
Foothill College 2010 — 2012
Transfer, Economics
Jordan Nof's Morgan Stanley Experience May 2005 - April 2006
Job Head of Investments, Tusk Ventures
Industry Venture Capital & Private Equity
Experience
Tusk Ventures July 2015 - Present
MetaProp NYC June 2015 - Present
LATCH March 2015 - Present
Flip Inc. August 2015 - Present
The Blackstone Group December 2012 - July 2015
The Blackstone Group March 2010 - December 2012
AllianceBernstein May 2006 - March 2010
Morgan Stanley May 2005 - April 2006
Skills
Alternative Investments, Private Equity, Venture Capital, Investments, Financial Modeling, Valuation, Corporate Venture..., Start-up Ventures, Hedge Funds, Early Stage Ventures, Entrepreneurship, Start-ups, Venture Financing, Real Estate Technology, Mergers & Acquisitions, Equities, Portfolio Management, Asset Managment, Corporate Finance, Series 7, Finance, Fixed Income, Capital Markets, Financial Analysis, Asset Management, Series 63, Business Development, Strategic Financial..., Investor Relations, Strategic Investment, Due Diligence, Institutional Sales, Microsoft Excel, Capital IQ, Investment Management, Strategy, Business Strategy, Strategic Partnerships, Strategic Planning, Financial Technology, Financial Services, Financial Planning
Education
Florida State University - College of Business
Bachelor’s Degree, Finance
Rollins College - Crummer Graduate School of Business
Master of Business Administration (M.B.A.), Concentrations in Finance and Management
Tusk Ventures July 2015 - Present
MetaProp NYC June 2015 - Present
LATCH March 2015 - Present
Flip Inc. August 2015 - Present
The Blackstone Group December 2012 - July 2015
The Blackstone Group March 2010 - December 2012
AllianceBernstein May 2006 - March 2010
Morgan Stanley May 2005 - April 2006
Skills
Alternative Investments, Private Equity, Venture Capital, Investments, Financial Modeling, Valuation, Corporate Venture..., Start-up Ventures, Hedge Funds, Early Stage Ventures, Entrepreneurship, Start-ups, Venture Financing, Real Estate Technology, Mergers & Acquisitions, Equities, Portfolio Management, Asset Managment, Corporate Finance, Series 7, Finance, Fixed Income, Capital Markets, Financial Analysis, Asset Management, Series 63, Business Development, Strategic Financial..., Investor Relations, Strategic Investment, Due Diligence, Institutional Sales, Microsoft Excel, Capital IQ, Investment Management, Strategy, Business Strategy, Strategic Partnerships, Strategic Planning, Financial Technology, Financial Services, Financial Planning
Education
Florida State University - College of Business
Bachelor’s Degree, Finance
Rollins College - Crummer Graduate School of Business
Master of Business Administration (M.B.A.), Concentrations in Finance and Management
Connie Kwok's Morgan Stanley Experience January 2007 - January 2008
Job Personal Banker at Wells Fargo
Industry Logistics and Supply Chain
Experience
Wells Fargo July 2015 - Present
Wells Fargo November 2013 - Present
AAE Global Express February 2009 - Present
AAE Global Express January 2008 - January 2009
Morgan Stanley January 2007 - January 2008
Foothill College January 2005 - January 2006
Skills
Microsoft Office, Outlook, Access, Microsoft Excel, PowerPoint, Customer Service, Lotus Notes, Microsoft Word, Data Analysis, Data Entry, Teamwork, Time Management, Administrative..., PeopleSoft, Spreadsheets, Leadership
Education
UC Davis 2005 — 2007
Bachelor of Science (B.S.), Managerial Economics
Foothill College 2003 — 2006
Wells Fargo July 2015 - Present
Wells Fargo November 2013 - Present
AAE Global Express February 2009 - Present
AAE Global Express January 2008 - January 2009
Morgan Stanley January 2007 - January 2008
Foothill College January 2005 - January 2006
Skills
Microsoft Office, Outlook, Access, Microsoft Excel, PowerPoint, Customer Service, Lotus Notes, Microsoft Word, Data Analysis, Data Entry, Teamwork, Time Management, Administrative..., PeopleSoft, Spreadsheets, Leadership
Education
UC Davis 2005 — 2007
Bachelor of Science (B.S.), Managerial Economics
Foothill College 2003 — 2006
Kedar Jambhekar's Morgan Stanley Experience February 2015 - Present
Job Operations Associate Morgan Stanley
Industry Financial Services
Experience
Investment Banking Institute - iBanking.com February 2015 - Present
Morgan Stanley February 2015 - Present
Interactive Data October 2014 - February 2015
Butler Pappas August 2013 - June 2014
Everest Consulting LLC May 2011 - July 2012
Skills
Financial Analysis, Financial Reporting, Financial Markets, Financial Modeling, Financial Statements, Mathematics, Statistical Data..., Regression Analysis, Decisiveness, Financial Accounting, Data Entry, Microsoft Excel, Microsoft Office
Education
Florida State University 2009 — 2013
Bachelor's degree, Economics
Middleton High School 2005 — 2009
HS Diploma
Investment Banking Institute - iBanking.com February 2015 - Present
Morgan Stanley February 2015 - Present
Interactive Data October 2014 - February 2015
Butler Pappas August 2013 - June 2014
Everest Consulting LLC May 2011 - July 2012
Skills
Financial Analysis, Financial Reporting, Financial Markets, Financial Modeling, Financial Statements, Mathematics, Statistical Data..., Regression Analysis, Decisiveness, Financial Accounting, Data Entry, Microsoft Excel, Microsoft Office
Education
Florida State University 2009 — 2013
Bachelor's degree, Economics
Middleton High School 2005 — 2009
HS Diploma
Andrew Bieler's Morgan Stanley Experience 1994 - 1997
Job Business Development Expert with Operational Risk Expertise
Industry Financial Services
Experience
TORC LLC February 2012 - Present
Trendrating 2015 - 2015
Mismi / RaptorNet January 2009 - February 2012
Deutsche Bank December 2005 - December 2009
JPMorgan Chase January 2004 - December 2005
Goldman Sachs May 1999 - December 2003
Deutsche Bank January 1997 - May 1999
Morgan Stanley 1994 - 1997
Skills
Electronic Trading, Trading Strategies, ETFs, Trading, Trading Systems, Program Trading, Equities, Equity Derivatives, Portfolio Management, Market Microstructure, Equity Trading, Swaps, Derivatives, Equity Swaps, Options, Routing, Smart Order Routing, Trading Platforms, Electronic Trading..., Prime Brokerage, Hedge Funds, Trade Execution, ETF, Financial Markets, Proprietary Trading, Series 7, Capital Markets, PMP, Business Development, Business Strategy, Project Management, Business Process..., Series 24, Trade Compliance, Compliance Management, New Business Development, Operational Risk
Education
Fordham Gabelli School of Business
TORC LLC February 2012 - Present
Trendrating 2015 - 2015
Mismi / RaptorNet January 2009 - February 2012
Deutsche Bank December 2005 - December 2009
JPMorgan Chase January 2004 - December 2005
Goldman Sachs May 1999 - December 2003
Deutsche Bank January 1997 - May 1999
Morgan Stanley 1994 - 1997
Skills
Electronic Trading, Trading Strategies, ETFs, Trading, Trading Systems, Program Trading, Equities, Equity Derivatives, Portfolio Management, Market Microstructure, Equity Trading, Swaps, Derivatives, Equity Swaps, Options, Routing, Smart Order Routing, Trading Platforms, Electronic Trading..., Prime Brokerage, Hedge Funds, Trade Execution, ETF, Financial Markets, Proprietary Trading, Series 7, Capital Markets, PMP, Business Development, Business Strategy, Project Management, Business Process..., Series 24, Trade Compliance, Compliance Management, New Business Development, Operational Risk
Education
Fordham Gabelli School of Business
Emily Ho's Morgan Stanley Experience September 2012 - December 2012
Job Connect[in] Talent with Opportunity!
Industry Internet
Experience
LinkedIn Corporation September 2014 - Present
Facebook July 2014 - August 2014
California State Controller's Office April 2014 - July 2014
University of California, Davis - Design Computer Studios June 2013 - June 2014
Internal Revenue Service January 2013 - April 2014
University of California, Davis - Accounting & Financial Services June 2012 - April 2014
Franklin Templeton Investments June 2013 - September 2013
Morgan Stanley September 2012 - December 2012
UC Davis - Internship and Career Center January 2012 - July 2012
Davis Waldorf School October 2011 - January 2012
Skills
Microsoft Office, Scheduling Management, Google Sites, Jobvite, Social Networking, Social Media, Outlook, Event Planning, Customer Service, Interviews, Sourcing, PowerPoint, Microsoft Excel, Research, Microsoft Word, Editing, Facebook, Data Entry, Data Analysis, Management, Gmail, Google Docs, Taleo Recruiting, QuickBooks, Onboarding, Help Desk Support
Education
UC Davis 2009 — 2014
Bachelor of Science (B.S.), Managerial Economics
Foothill College
Silver Creek High School 2007 — 2009
Diploma
Notre Dame High School - San Jose 2005 — 2007
LinkedIn Corporation September 2014 - Present
Facebook July 2014 - August 2014
California State Controller's Office April 2014 - July 2014
University of California, Davis - Design Computer Studios June 2013 - June 2014
Internal Revenue Service January 2013 - April 2014
University of California, Davis - Accounting & Financial Services June 2012 - April 2014
Franklin Templeton Investments June 2013 - September 2013
Morgan Stanley September 2012 - December 2012
UC Davis - Internship and Career Center January 2012 - July 2012
Davis Waldorf School October 2011 - January 2012
Skills
Microsoft Office, Scheduling Management, Google Sites, Jobvite, Social Networking, Social Media, Outlook, Event Planning, Customer Service, Interviews, Sourcing, PowerPoint, Microsoft Excel, Research, Microsoft Word, Editing, Facebook, Data Entry, Data Analysis, Management, Gmail, Google Docs, Taleo Recruiting, QuickBooks, Onboarding, Help Desk Support
Education
UC Davis 2009 — 2014
Bachelor of Science (B.S.), Managerial Economics
Foothill College
Silver Creek High School 2007 — 2009
Diploma
Notre Dame High School - San Jose 2005 — 2007
Adam Goett's Morgan Stanley Experience September 2007 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2007 - Present
Bessemer Trust April 2007 - July 2007
Bloomberg LP February 2007 - April 2007
Education
Florida State University
Bachelor of Science (B.S.), Finance
Morgan Stanley September 2007 - Present
Bessemer Trust April 2007 - July 2007
Bloomberg LP February 2007 - April 2007
Education
Florida State University
Bachelor of Science (B.S.), Finance
Carolyn Quach's Morgan Stanley Experience July 2013 - August 2013
Job Global Sales Compensation Planning Specialist at LinkedIn
Industry Internet
Experience
LinkedIn May 2015 - Present
LinkedIn October 2014 - May 2015
UC Davis May 2013 - June 2014
Morgan Stanley July 2013 - August 2013
Newnex Technology June 2012 - September 2012
Intelleflex September 2011 - September 2011
Math Enrichment June 2006 - July 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, Public Speaking, Management, Teamwork, PowerPoint, Leadership, Accounting, Marketing, Economics, Project Management, Photoshop, Editing, Training, Time Management, Statistics, Word, Python, Sales, Event Planning, Basic HTML, Organization, Excel, Fundraising, Facebook, Social Media, Social Networking, Customer Service, Communication, Research, Salesforce.com, Hoovers, Analysis, Data Mining
Education
University of California, Davis 2010 — 2014
Bachelor of Science, Managerial Economics
Foothill College 2013 — 2015
Accounting
Residencia Universitaria San Agustin 2014 — 2014
UC Davis Study Abroad, Spanish Art
Independence High School 2006 — 2010
LinkedIn May 2015 - Present
LinkedIn October 2014 - May 2015
UC Davis May 2013 - June 2014
Morgan Stanley July 2013 - August 2013
Newnex Technology June 2012 - September 2012
Intelleflex September 2011 - September 2011
Math Enrichment June 2006 - July 2011
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Data Analysis, Public Speaking, Management, Teamwork, PowerPoint, Leadership, Accounting, Marketing, Economics, Project Management, Photoshop, Editing, Training, Time Management, Statistics, Word, Python, Sales, Event Planning, Basic HTML, Organization, Excel, Fundraising, Facebook, Social Media, Social Networking, Customer Service, Communication, Research, Salesforce.com, Hoovers, Analysis, Data Mining
Education
University of California, Davis 2010 — 2014
Bachelor of Science, Managerial Economics
Foothill College 2013 — 2015
Accounting
Residencia Universitaria San Agustin 2014 — 2014
UC Davis Study Abroad, Spanish Art
Independence High School 2006 — 2010
Antoni Fernandez's Morgan Stanley Experience March 2014 - Present
Job Registered Client Associate
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Wells Fargo Capital Finance August 2013 - March 2014
Florida International University April 2012 - August 2013
JPMorgan Chase June 2010 - April 2012
Regions Bank December 2005 - December 2009
Skills
Banking, Direct Sales, Customer Experience, CRM, Management, Sales, Marketing, Finance, Budgets, Negotiation, Portfolio Management, Microsoft Excel, Relationship Management, Credit, Retail Banking, Strategic Planning
Education
Florida State University - College of Business 2007 — 2009
BS, Finance
Morgan Stanley March 2014 - Present
Wells Fargo Capital Finance August 2013 - March 2014
Florida International University April 2012 - August 2013
JPMorgan Chase June 2010 - April 2012
Regions Bank December 2005 - December 2009
Skills
Banking, Direct Sales, Customer Experience, CRM, Management, Sales, Marketing, Finance, Budgets, Negotiation, Portfolio Management, Microsoft Excel, Relationship Management, Credit, Retail Banking, Strategic Planning
Education
Florida State University - College of Business 2007 — 2009
BS, Finance
Karen Yesner Karen Yesner's Morgan Stanley Experience 1989 - 2013
Job Director / Senior Consultant in the Global Data, Insights & Analytics Team at Dun and Bradstreet
Industry Financial Services
Experience
Dun and Bradstreet January 2014 - Present
Morgan Stanley 1989 - 2013
Skills
Hedge Funds, Project Management, Budgets, Accounting, Analytics, Finance
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
Dun and Bradstreet January 2014 - Present
Morgan Stanley 1989 - 2013
Skills
Hedge Funds, Project Management, Budgets, Accounting, Analytics, Finance
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
Virginia Woodward Romano's Morgan Stanley Experience October 2006 - February 2008
Job Investment Banking Recruiter at Credit Suisse
Industry Financial Services
Experience
The WorkPlace Group August 2014 - November 2014
BlackRock September 2013 - December 2013
The WorkPlace Group May 2013 - August 2013
Goldman Sachs February 2008 - June 2010
Morgan Stanley October 2006 - February 2008
Glocap Search September 2004 - October 2006
Skills
Recruiting, Fixed Income, Portfolio Management, Human Resources, Equities, Financial Services, Trading, Sales, Equity Research, Hiring, Economics, Talent Acquisition, Onboarding, Applicant Tracking..., Talent Management, Executive Search, Technical Recruiting, College Recruiting
Education
Florida State University 1999 — 2001
Master's degree
Vanderbilt University 1995 — 1999
BA
The WorkPlace Group August 2014 - November 2014
BlackRock September 2013 - December 2013
The WorkPlace Group May 2013 - August 2013
Goldman Sachs February 2008 - June 2010
Morgan Stanley October 2006 - February 2008
Glocap Search September 2004 - October 2006
Skills
Recruiting, Fixed Income, Portfolio Management, Human Resources, Equities, Financial Services, Trading, Sales, Equity Research, Hiring, Economics, Talent Acquisition, Onboarding, Applicant Tracking..., Talent Management, Executive Search, Technical Recruiting, College Recruiting
Education
Florida State University 1999 — 2001
Master's degree
Vanderbilt University 1995 — 1999
BA
Brooke Vestal's Morgan Stanley Experience April 2013 - 2014
Job Registered Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management April 2014 - Present
Morgan Stanley April 2013 - 2014
Skills
Series 7, Equities, Series 63, Fixed Income, Wealth Management, Mutual Funds, Investments, Retirement Planning, Securities, Asset Allocation, Bloomberg, Alternative Investments
Education
Florida State University 1999 — 2003
Morgan Stanley Private Wealth Management April 2014 - Present
Morgan Stanley April 2013 - 2014
Skills
Series 7, Equities, Series 63, Fixed Income, Wealth Management, Mutual Funds, Investments, Retirement Planning, Securities, Asset Allocation, Bloomberg, Alternative Investments
Education
Florida State University 1999 — 2003
Emily Johnston Emily Johnston's Morgan Stanley Experience June 2007 - January 2011
Job Senior Director, Document Review Services, Epiq Systems
Industry Legal Services
Experience
Epiq Systems July 2013 - Present
Bank of America October 2012 - July 2013
Fulbright & Jaworski January 2011 - October 2012
Morgan Stanley June 2007 - January 2011
Global Litigation Operations Group June 2007 - December 2008
O'Melveny & Myers LLP September 2005 - June 2007
Skills
Intellectual Property, Litigation, Litigation Support, FCPA, Document Review, Records Management, Privacy Law, Corporate Governance, Legal Writing, Legal Research, Civil Litigation, Litigation Management
Education
New York University School of Law 2002 — 2005
J.D
Florida State University 1998 — 2002
B.A., English Literature and Communication Studies
Epiq Systems July 2013 - Present
Bank of America October 2012 - July 2013
Fulbright & Jaworski January 2011 - October 2012
Morgan Stanley June 2007 - January 2011
Global Litigation Operations Group June 2007 - December 2008
O'Melveny & Myers LLP September 2005 - June 2007
Skills
Intellectual Property, Litigation, Litigation Support, FCPA, Document Review, Records Management, Privacy Law, Corporate Governance, Legal Writing, Legal Research, Civil Litigation, Litigation Management
Education
New York University School of Law 2002 — 2005
J.D
Florida State University 1998 — 2002
B.A., English Literature and Communication Studies
Lisa Seidel's Morgan Stanley Experience February 2007 - May 2007
Job Cash Manager at NVR, Inc.
Industry Construction
Experience
NVR, Inc. July 2013 - Present
The SI Organization, Inc. October 2011 - June 2013
The SI Organization, Inc. June 2010 - October 2011
Lockheed Martin May 2007 - May 2010
Morgan Stanley February 2007 - May 2007
Florida Department of Education, Commissioner of Education’s Office August 2002 - May 2005
Skills
Government Contracting, Proposal Writing, Security Clearance, Process Improvement, Data Analysis, Financial Analysis, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, SAP, Costpoint, Cognos, Budgets, Forecasting, PeopleSoft
Education
Rollins College - Crummer Graduate School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Finance and International Business
Florida State University 2001 — 2005
Bachelor of Science (BS), Communication
NVR, Inc. July 2013 - Present
The SI Organization, Inc. October 2011 - June 2013
The SI Organization, Inc. June 2010 - October 2011
Lockheed Martin May 2007 - May 2010
Morgan Stanley February 2007 - May 2007
Florida Department of Education, Commissioner of Education’s Office August 2002 - May 2005
Skills
Government Contracting, Proposal Writing, Security Clearance, Process Improvement, Data Analysis, Financial Analysis, Leadership, Microsoft Excel, Microsoft Word, PowerPoint, SAP, Costpoint, Cognos, Budgets, Forecasting, PeopleSoft
Education
Rollins College - Crummer Graduate School of Business 2005 — 2007
Master of Business Administration (M.B.A.), Finance and International Business
Florida State University 2001 — 2005
Bachelor of Science (BS), Communication
Foyt Ralston's Morgan Stanley Experience 2001 - 2003
Job Government Consulting Director at Bryant Miller Olive
Industry Government Relations
Experience
Bryant Miller Olive February 2014 - Present
Foyt Ralston & Associates, LLC December 2010 - February 2014
Fearington Smith & Ralston, LLC 2005 - 2010
State of Florida 2004 - 2005
State Technology Office 2002 - 2005
Morgan Stanley 2001 - 2003
Ander Crenshaw for Congress 2000 - 2001
Florida Senate Majority Office 1998 - 2000
Akerman Senterfitt 1996 - 1998
Florida Hospital Association 1994 - 1996
Skills
Government, Legislative Relations, Politics, Fundraising, Public Policy, Legislation, Political Campaigns, Governmental Affairs, Crisis Communications, Policy, Federal Government, State Government, Strategic Planning, Public Speaking, Strategic Communications, Policy Analysis, Political Science, Public Relations, Economic Development, Contract Negotiation, Public Administration, Political Consulting, Local Government, Public Affairs, Non-profits, Leadership, Grassroots Organizing, Research, Analysis, Strategy, Nonprofits, Coalitions, Media Relations, Executive Management, Business Development, Speech Writing, Management, Community Outreach, Crisis Management, Community Development, Campaigns, Alternative Energy, Government Procurement, Corporate Realations, Political Communication, Public Finance, Message Development, Legislative Research, Energy Policy, Environmental Policy
Education
Florida State University 1987 — 1991
BS
Robert E. Lee 1984 — 1986
Bryant Miller Olive February 2014 - Present
Foyt Ralston & Associates, LLC December 2010 - February 2014
Fearington Smith & Ralston, LLC 2005 - 2010
State of Florida 2004 - 2005
State Technology Office 2002 - 2005
Morgan Stanley 2001 - 2003
Ander Crenshaw for Congress 2000 - 2001
Florida Senate Majority Office 1998 - 2000
Akerman Senterfitt 1996 - 1998
Florida Hospital Association 1994 - 1996
Skills
Government, Legislative Relations, Politics, Fundraising, Public Policy, Legislation, Political Campaigns, Governmental Affairs, Crisis Communications, Policy, Federal Government, State Government, Strategic Planning, Public Speaking, Strategic Communications, Policy Analysis, Political Science, Public Relations, Economic Development, Contract Negotiation, Public Administration, Political Consulting, Local Government, Public Affairs, Non-profits, Leadership, Grassroots Organizing, Research, Analysis, Strategy, Nonprofits, Coalitions, Media Relations, Executive Management, Business Development, Speech Writing, Management, Community Outreach, Crisis Management, Community Development, Campaigns, Alternative Energy, Government Procurement, Corporate Realations, Political Communication, Public Finance, Message Development, Legislative Research, Energy Policy, Environmental Policy
Education
Florida State University 1987 — 1991
BS
Robert E. Lee 1984 — 1986
Sasha Funk Granai Sasha Funk Granai's Morgan Stanley Experience 2001 - 2001
Job Attorney at Berger Singerman, LLP
Industry Legal Services
Experience
Berger Singerman LLP September 2011 - Present
Law Office of Howard Lidsky May 2009 - November 2010
Berger Singerman LLP May 2010 - July 2010
Tampa Bay Legal Marketing 2007 - 2008
Holland and Knight 2006 - 2007
Wilkes & McHugh, P.A. 2001 - 2006
Morgan Stanley 2001 - 2001
Education
University of Florida - Fredric G. Levin College of Law 2008 — 2011
Doctor of Law (J.D.), International Law and Legal Studies
Florida State University 1998 — 2000
Bachelor of Arts (B.A.), International Relations and Affairs
Indiana University Bloomington 1997 — 1998
Berger Singerman LLP September 2011 - Present
Law Office of Howard Lidsky May 2009 - November 2010
Berger Singerman LLP May 2010 - July 2010
Tampa Bay Legal Marketing 2007 - 2008
Holland and Knight 2006 - 2007
Wilkes & McHugh, P.A. 2001 - 2006
Morgan Stanley 2001 - 2001
Education
University of Florida - Fredric G. Levin College of Law 2008 — 2011
Doctor of Law (J.D.), International Law and Legal Studies
Florida State University 1998 — 2000
Bachelor of Arts (B.A.), International Relations and Affairs
Indiana University Bloomington 1997 — 1998
Mariclare Hall Mariclare Hall's Morgan Stanley Experience February 2014 - Present
Job Vice President in IBD Management
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Skills
Management, Forecasting, Capital Markets, Finance, Information Technology..., Revenue Analysis, Financial Analysis, Investment Banking
Education
Fordham University - Graduate School of Business Administration 2004 — 2007
Masters of Business, Finance
Fordham University 1995 — 1999
Bachelor of Science, Finance, Accounting & Legal/Ethical Studies of Business
Morgan Stanley February 2014 - Present
Skills
Management, Forecasting, Capital Markets, Finance, Information Technology..., Revenue Analysis, Financial Analysis, Investment Banking
Education
Fordham University - Graduate School of Business Administration 2004 — 2007
Masters of Business, Finance
Fordham University 1995 — 1999
Bachelor of Science, Finance, Accounting & Legal/Ethical Studies of Business
Stephen Kyle Wade Stephen Kyle Wade's Morgan Stanley Experience May 2015 - Present
Job Consulting Group Analyst, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Merrill Lynch June 2014 - May 2015
RegentAtlantic Capital, LLC March 2011 - July 2014
Rutgers Business School September 2009 - May 2011
PSEG April 2010 - March 2011
UPS Supply Chain Solutions May 2008 - August 2009
Skills
Portfolio Management, Trading, Microsoft Excel, Bloomberg, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
M.Q.F., Quantitative Finance
Florida State University 2003 — 2007
B.S., Physics (Philosophy)
Morgan Stanley May 2015 - Present
Merrill Lynch June 2014 - May 2015
RegentAtlantic Capital, LLC March 2011 - July 2014
Rutgers Business School September 2009 - May 2011
PSEG April 2010 - March 2011
UPS Supply Chain Solutions May 2008 - August 2009
Skills
Portfolio Management, Trading, Microsoft Excel, Bloomberg, Asset Management
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2011
M.Q.F., Quantitative Finance
Florida State University 2003 — 2007
B.S., Physics (Philosophy)
Sean Thomasson, CPA's Morgan Stanley Experience March 2006 - April 2011
Job ICE/NYSE
Industry Financial Services
Experience
IntercontinentalExchange, Inc. March 2014 - Present
Endeavor Telecom April 2011 - February 2014
Morgan Stanley March 2006 - April 2011
KPMG Audit September 2003 - March 2006
Education
Florida State University 1998 — 2003
BS, Accounting Finance
IntercontinentalExchange, Inc. March 2014 - Present
Endeavor Telecom April 2011 - February 2014
Morgan Stanley March 2006 - April 2011
KPMG Audit September 2003 - March 2006
Education
Florida State University 1998 — 2003
BS, Accounting Finance
Richard Ullman's Morgan Stanley Experience August 2015 - Present
Job Vice President, Complex Risk Officer Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Education
Florida State University 1978 — 1982
BS
Morgan Stanley August 2015 - Present
Education
Florida State University 1978 — 1982
BS
Joe Mahoney's Morgan Stanley Experience April 2011 - Present
Job Private Banker at Morgan Stanley Private Bank, N.A.
Industry Financial Services
Experience
Morgan Stanley April 2011 - Present
Skills
Life Insurance, Wealth Management, Equities, Series 7, Fixed Income, Portfolio Management, Investment Banking, Asset Allocation, Capital Markets, Investments, Derivatives, Budgets, Alternative Investments, Investment Advisory, Financial Markets, Hedge Funds, Bloomberg, Asset Managment, Strategic Planning, Mutual Funds, Risk Management, Valuation, Asset Management, Strategic Financial..., Series 63
Education
Florida State University 2006 — 2010
Finance, General
Morgan Stanley April 2011 - Present
Skills
Life Insurance, Wealth Management, Equities, Series 7, Fixed Income, Portfolio Management, Investment Banking, Asset Allocation, Capital Markets, Investments, Derivatives, Budgets, Alternative Investments, Investment Advisory, Financial Markets, Hedge Funds, Bloomberg, Asset Managment, Strategic Planning, Mutual Funds, Risk Management, Valuation, Asset Management, Strategic Financial..., Series 63
Education
Florida State University 2006 — 2010
Finance, General
Colleen Flynn's Morgan Stanley Experience July 2013 - Present
Job Fixed Income Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Morgan Stanley January 2011 - July 2013
Morgan Stanley January 2010 - December 2011
Walt Disney World June 2006 - August 2008
Skills
Bloomberg, Tradeweb, BondLend, Microsoft Excel, Finance, Fixed Income, Sales, Trading, Bonds, Economics, Electronic Trading
Education
Florida State University 2004 — 2009
Bachelor of Science (BS), Finance, General
Morgan Stanley July 2013 - Present
Morgan Stanley January 2011 - July 2013
Morgan Stanley January 2010 - December 2011
Walt Disney World June 2006 - August 2008
Skills
Bloomberg, Tradeweb, BondLend, Microsoft Excel, Finance, Fixed Income, Sales, Trading, Bonds, Economics, Electronic Trading
Education
Florida State University 2004 — 2009
Bachelor of Science (BS), Finance, General
Paula Schroeder Paula Schroeder's Morgan Stanley Experience June 1995 - August 1996
Job
Industry Printing
Experience
Target Print & Mail 2001 - Present
Morgan Stanley June 1995 - August 1996
Target Copy September 1983 - August 1994
Skills
Digital Printing, Adobe Acrobat, Graphic Design, Customer Service, Illustrator, Marketing, Variable Data Printing, Trade Shows, Banners, Direct Mail
Education
Florida State University 1987 — 1989
Tallahassee Community College 1985 — 1987
Associate of Arts (AA), Accounting and Finance
Target Print & Mail 2001 - Present
Morgan Stanley June 1995 - August 1996
Target Copy September 1983 - August 1994
Skills
Digital Printing, Adobe Acrobat, Graphic Design, Customer Service, Illustrator, Marketing, Variable Data Printing, Trade Shows, Banners, Direct Mail
Education
Florida State University 1987 — 1989
Tallahassee Community College 1985 — 1987
Associate of Arts (AA), Accounting and Finance
Robert Burie's Morgan Stanley Experience June 2015 - Present
Job Financial Advisor Associate
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Fidelity Investments June 2014 - May 2015
Morgan Stanley June 2013 - August 2013
Skills
Series 7, Investments, Mutual Funds, Equities, Financial Modeling, Wealth Management, Asset Management, Finance, Retirement Planning, Fixed Income, Financial Services, Series 63, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Financial Analysis
Education
Florida State University 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Morgan Stanley June 2015 - Present
Fidelity Investments June 2014 - May 2015
Morgan Stanley June 2013 - August 2013
Skills
Series 7, Investments, Mutual Funds, Equities, Financial Modeling, Wealth Management, Asset Management, Finance, Retirement Planning, Fixed Income, Financial Services, Series 63, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Financial Analysis
Education
Florida State University 2010 — 2014
Bachelor of Science (BS), Business Administration and Management, General
Jennifer Young-Ghiorso's Morgan Stanley Experience August 1998 - February 2004
Job Legal Services Professional Mass Tort
Industry Legal Services
Experience
Medical Records Express, LLC March 2015 - Present
Medpro Solution March 2007 - December 2008
UBS Global Asset Management February 2004 - January 2006
Morgan Stanley August 1998 - February 2004
Skills
Financial Analysis, Mutual Funds, Hospitals, Finance, Financial Reporting, Investments, Healthcare, Microsoft Office, 401k, Strategic Financial..., Marketing, QuickBooks, Strategic Planning, Business Development, Budgets, Contract Negotiation, Leadership, Analysis, Account Management, Human Resources, Nonprofits, Insurance, Management, Financial Planning, Training, Customer Service, Process Improvement
Education
Florida State University 1993 — 1997
BA
Medical Records Express, LLC March 2015 - Present
Medpro Solution March 2007 - December 2008
UBS Global Asset Management February 2004 - January 2006
Morgan Stanley August 1998 - February 2004
Skills
Financial Analysis, Mutual Funds, Hospitals, Finance, Financial Reporting, Investments, Healthcare, Microsoft Office, 401k, Strategic Financial..., Marketing, QuickBooks, Strategic Planning, Business Development, Budgets, Contract Negotiation, Leadership, Analysis, Account Management, Human Resources, Nonprofits, Insurance, Management, Financial Planning, Training, Customer Service, Process Improvement
Education
Florida State University 1993 — 1997
BA
Ken Ennis's Morgan Stanley Experience 2007 - 2008
Job Principal at kasina
Industry Financial Services
Experience
kasina April 2014 - Present
Greenwich Associates March 2011 - March 2014
ESE Advisory Group LLC 2008 - 2011
Morgan Stanley 2007 - 2008
Standard & Poor's 2002 - 2007
Standard & Poor's 1997 - 2002
Reuters America 1990 - 1997
Merrill Lynch 1987 - 1990
Skills
Business Development, Start-ups, Strategy, Product Development, Product Management, Business Planning, Cross-functional Team..., Leadership, Equities, Investments, Sales, Finance, Investment Banking, Event Management, Marketing, Fixed Income, Management, Financial Services, Budgets, Asset Managment, Business Strategy
Education
Fordham Gabelli School of Business 1993 — 1995
MBA, Finance
Lafayette College 1983 — 1987
BA, Economics & Business
kasina April 2014 - Present
Greenwich Associates March 2011 - March 2014
ESE Advisory Group LLC 2008 - 2011
Morgan Stanley 2007 - 2008
Standard & Poor's 2002 - 2007
Standard & Poor's 1997 - 2002
Reuters America 1990 - 1997
Merrill Lynch 1987 - 1990
Skills
Business Development, Start-ups, Strategy, Product Development, Product Management, Business Planning, Cross-functional Team..., Leadership, Equities, Investments, Sales, Finance, Investment Banking, Event Management, Marketing, Fixed Income, Management, Financial Services, Budgets, Asset Managment, Business Strategy
Education
Fordham Gabelli School of Business 1993 — 1995
MBA, Finance
Lafayette College 1983 — 1987
BA, Economics & Business
Carol Duffy, MBA's Morgan Stanley Experience April 1993 - April 1995
Job
Industry Staffing and Recruiting
Experience
BMO Financial Group January 2014 - Present
The Abacus Resource Group Inc. August 2010 - January 2014
Robert Half International April 2006 - August 2010
KeyPoint Market Analytics Inc June 2000 - December 2005
HSBC Securities 1997 - 1998
Morgan Stanley April 1993 - April 1995
Morgan Stanley August 1988 - April 1993
Morgan Stanley May 1987 - August 1988
Skills
Recruiting, Talent Management, Talent Acquisition, Temporary Staffing, Executive Search, Human Capital, Business Development, Applicant Tracking..., Contract Recruitment, Financial Services, Technical Recruiting, Employee Benefits, Staffing Services, Internet Recruiting, Permanent Placement, Benefits Negotiation, Employer Branding, Payroll
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA, International Finance / Marketing
Fordham University 1983 — 1987
Bachelor of Science, Finance / Accounting
London School of Economics and Political Science
Pre-Law Studies
BMO Financial Group January 2014 - Present
The Abacus Resource Group Inc. August 2010 - January 2014
Robert Half International April 2006 - August 2010
KeyPoint Market Analytics Inc June 2000 - December 2005
HSBC Securities 1997 - 1998
Morgan Stanley April 1993 - April 1995
Morgan Stanley August 1988 - April 1993
Morgan Stanley May 1987 - August 1988
Skills
Recruiting, Talent Management, Talent Acquisition, Temporary Staffing, Executive Search, Human Capital, Business Development, Applicant Tracking..., Contract Recruitment, Financial Services, Technical Recruiting, Employee Benefits, Staffing Services, Internet Recruiting, Permanent Placement, Benefits Negotiation, Employer Branding, Payroll
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
MBA, International Finance / Marketing
Fordham University 1983 — 1987
Bachelor of Science, Finance / Accounting
London School of Economics and Political Science
Pre-Law Studies
Cindi Thaw's Morgan Stanley Experience January 2008 - September 2011
Job Human Resources Business Partner at Memorial SloanKettering Cancer Center
Industry Financial Services
Experience
Memorial Sloan-Kettering Cancer Center October 2011 - Present
Morgan Stanley January 2008 - September 2011
Morgan Stanley October 2005 - January 2008
Banc of America Securities February 2002 - September 2005
Skills
Employee Relations, Program Management, Human Resources, Performance Management, Onboarding, Talent Acquisition, Succession Planning, Talent Management, Personnel Management, Organizational..., Employee Engagement, Management, HRIS
Education
Florida State University 1994 — 1998
Memorial Sloan-Kettering Cancer Center October 2011 - Present
Morgan Stanley January 2008 - September 2011
Morgan Stanley October 2005 - January 2008
Banc of America Securities February 2002 - September 2005
Skills
Employee Relations, Program Management, Human Resources, Performance Management, Onboarding, Talent Acquisition, Succession Planning, Talent Management, Personnel Management, Organizational..., Employee Engagement, Management, HRIS
Education
Florida State University 1994 — 1998
Evan Lerner's Morgan Stanley Experience May 2010 - Present
Job Vice President Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley May 2010 - Present
Adeptra March 2009 - April 2010
Morgan Stanley June 1994 - November 2008
Reuters 1983 - 1994
Skills
CRM, Risk Management, Strategy, Security, Product Management, Vendor Management, Market Data, Program Management
Education
Fordham Gabelli School of Business
MBA, Finance
Lehigh University
BS, Electrical Engineering
Morgan Stanley May 2010 - Present
Adeptra March 2009 - April 2010
Morgan Stanley June 1994 - November 2008
Reuters 1983 - 1994
Skills
CRM, Risk Management, Strategy, Security, Product Management, Vendor Management, Market Data, Program Management
Education
Fordham Gabelli School of Business
MBA, Finance
Lehigh University
BS, Electrical Engineering
Jennifer Salazar's Morgan Stanley Experience January 2011 - April 2014
Job Senior Credit and Banking Product Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America April 2014 - Present
Morgan Stanley January 2011 - April 2014
Merrill Lynch April 2008 - January 2011
Merrill Lynch September 2006 - April 2008
Merrill Lynch 1997 - 2008
Merrill Lynch November 2002 - August 2005
Merrill Lynch April 1999 - October 2002
Skills
Project Management, Credit, Credit Analysis, Series 7, Series 63, Private Banking, Credit Risk, Mortgage Lending, Commercial Lending, Financial Services, Management, Wealth Management, Banking, Finance, Loans
Education
Florida State University 1992 — 1997
Bachelor of Arts, Marketing
Wolcott High School 1988 — 1992
Bank of America April 2014 - Present
Morgan Stanley January 2011 - April 2014
Merrill Lynch April 2008 - January 2011
Merrill Lynch September 2006 - April 2008
Merrill Lynch 1997 - 2008
Merrill Lynch November 2002 - August 2005
Merrill Lynch April 1999 - October 2002
Skills
Project Management, Credit, Credit Analysis, Series 7, Series 63, Private Banking, Credit Risk, Mortgage Lending, Commercial Lending, Financial Services, Management, Wealth Management, Banking, Finance, Loans
Education
Florida State University 1992 — 1997
Bachelor of Arts, Marketing
Wolcott High School 1988 — 1992
Jennifer Storey's Morgan Stanley Experience 1998 - 2000
Job Principal at Oakbridge Partners, Private Wealth Management
Industry Financial Services
Experience
Oakbridge Partners 2000 - Present
Morgan Stanley 1998 - 2000
Education
Florida State University 2001 — 2003
Certificate of Financial Planning
University of Central Florida - College of Business Administration 1991 — 1995
Oakbridge Partners 2000 - Present
Morgan Stanley 1998 - 2000
Education
Florida State University 2001 — 2003
Certificate of Financial Planning
University of Central Florida - College of Business Administration 1991 — 1995
Amber Laake's Morgan Stanley Experience 1998 - 2005
Job Vice President at Laake Financial
Industry Insurance
Experience
Laake Financial October 2006 - Present
Merrill Lynch 2005 - 2006
Morgan Stanley 1998 - 2005
Skills
Healthcare, Risk Management, Insurance, Business Analysis, Project Management, Process Improvement, Underwriting, Vendor Management, Fixed Income, Program Management, Strategic Planning, IT Strategy, Wealth Management, Leadership, Requirements Analysis, Investments, Finance, Sales, Visio, Portfolio Management, Management, General Awesomeness
Education
Florida State University 1994 — 1997
Bachelor of Applied Science (BASc), Psychology/Business
Laake Financial October 2006 - Present
Merrill Lynch 2005 - 2006
Morgan Stanley 1998 - 2005
Skills
Healthcare, Risk Management, Insurance, Business Analysis, Project Management, Process Improvement, Underwriting, Vendor Management, Fixed Income, Program Management, Strategic Planning, IT Strategy, Wealth Management, Leadership, Requirements Analysis, Investments, Finance, Sales, Visio, Portfolio Management, Management, General Awesomeness
Education
Florida State University 1994 — 1997
Bachelor of Applied Science (BASc), Psychology/Business
Frank Pezzello's Morgan Stanley Experience April 1997 - July 2003
Job Strategic Account Manager at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade August 2011 - Present
Charles Schwab November 2008 - September 2011
Brown Brothers Harriman July 2007 - October 2008
JPMorgan Chase July 2003 - July 2007
Morgan Stanley April 1997 - July 2003
Skills
Financial Services, Securities, Series 7, Investments, Asset Management, Mutual Funds, Equities, Portfolio Management, Risk Management, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
MBA, Finance
Saint John's University
BA, Economics
TD Ameritrade August 2011 - Present
Charles Schwab November 2008 - September 2011
Brown Brothers Harriman July 2007 - October 2008
JPMorgan Chase July 2003 - July 2007
Morgan Stanley April 1997 - July 2003
Skills
Financial Services, Securities, Series 7, Investments, Asset Management, Mutual Funds, Equities, Portfolio Management, Risk Management, Fixed Income
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
MBA, Finance
Saint John's University
BA, Economics
Ryan Hogan's Morgan Stanley Experience May 1998 - September 2000
Job Pharmaceuticals
Industry Pharmaceuticals
Experience
Regenax Pharmaceuticals January 2008 - Present
Smith Barney September 2000 - October 2003
Morgan Stanley May 1998 - September 2000
Skills
Strategic Planning, Pharmaceutics, Pharmaceutical Industry, Management, Pharmacy, Leadership, Healthcare Management, Medicine, Pain Management, Hospitals, Clinical Research, Customer Service, Nutrition, Team Building, Public Speaking, Healthcare
Education
Florida State University - College of Business 1993 — 1998
Finance, Marketing, International Business Majors
Regenax Pharmaceuticals January 2008 - Present
Smith Barney September 2000 - October 2003
Morgan Stanley May 1998 - September 2000
Skills
Strategic Planning, Pharmaceutics, Pharmaceutical Industry, Management, Pharmacy, Leadership, Healthcare Management, Medicine, Pain Management, Hospitals, Clinical Research, Customer Service, Nutrition, Team Building, Public Speaking, Healthcare
Education
Florida State University - College of Business 1993 — 1998
Finance, Marketing, International Business Majors
Sharon Licamara's Morgan Stanley Experience July 2003 - March 2008
Job Vice President, Quality Assurance Site Manager for PNC Mortgage, a division of PNC Bank, NA
Industry Financial Services
Experience
PNC Mortgage, a division of PNC Bank, NA October 2012 - Present
JPMorgan Chase October 2009 - October 2012
Diligence Solutions, Inc. May 2008 - September 2009
Morgan Stanley July 2003 - March 2008
JPMorgan Chase June 2000 - July 2003
First NLC April 1996 - June 2000
US Home Mortgage January 1995 - January 1996
Countrywide January 1993 - January 1994
Coral Gables Federal Savings & Loan January 1989 - January 1992
Skills
Loans, Mortgage Lending, Loss Mitigation, Mortgage Banking, Credit, Underwriting, Mortgage Servicing, Loan Origination, Residential Mortgages, Credit Risk, Fraud, Mortgage Underwriting, Finance, Leadership, Financial Services, Management, Due Diligence, Banking, Analysis, Credit Analysis, Operational Risk, Training, Executive Management, FHA, Risk Management, Valuation, Portfolio Management, Auditing, Refinance, Loan Servicing, Financial Risk, Operational Risk..., Relationship Management, AML, Capital Markets
Education
Florida State University
PNC Mortgage, a division of PNC Bank, NA October 2012 - Present
JPMorgan Chase October 2009 - October 2012
Diligence Solutions, Inc. May 2008 - September 2009
Morgan Stanley July 2003 - March 2008
JPMorgan Chase June 2000 - July 2003
First NLC April 1996 - June 2000
US Home Mortgage January 1995 - January 1996
Countrywide January 1993 - January 1994
Coral Gables Federal Savings & Loan January 1989 - January 1992
Skills
Loans, Mortgage Lending, Loss Mitigation, Mortgage Banking, Credit, Underwriting, Mortgage Servicing, Loan Origination, Residential Mortgages, Credit Risk, Fraud, Mortgage Underwriting, Finance, Leadership, Financial Services, Management, Due Diligence, Banking, Analysis, Credit Analysis, Operational Risk, Training, Executive Management, FHA, Risk Management, Valuation, Portfolio Management, Auditing, Refinance, Loan Servicing, Financial Risk, Operational Risk..., Relationship Management, AML, Capital Markets
Education
Florida State University
Adam Litwin's Morgan Stanley Experience September 2001 - March 2003
Job Corporate and Entertainment Attorney at Bell Nunnally & Martin LLP
Industry Entertainment
Experience
Bell Nunnally & Martin LLP June 2015 - Present
Callidus Agency July 2012 - Present
Litwin Law Group, PLLC October 2012 - June 2015
Capital Hub Investments, LLC September 2007 - September 2010
Haynes and Boone, LLP September 2007 - April 2010
Morgan Stanley September 2001 - March 2003
Skills
Wills, Entertainment Law, Private Equity, Corporate Finance, Legal Writing, Legal Research, Intellectual Property, Litigation, Civil Litigation, Licensing, Corporate Law, Commercial Litigation, Courts, Trademarks, Mergers & Acquisitions, Copyright Law, Business Formation, Mediation, Trade Secrets, Corporate Governance, Entertainment, Arbitration, Trials, Contract Negotiation, Westlaw, Appeals, Contract Law
Education
Florida State University College of Law 2004 — 2007
Juris Doctorate, Law, 90/100; Top 7%
University of Rochester 1997 — 2001
B.A., Economics, Minor in Psychology
Bell Nunnally & Martin LLP June 2015 - Present
Callidus Agency July 2012 - Present
Litwin Law Group, PLLC October 2012 - June 2015
Capital Hub Investments, LLC September 2007 - September 2010
Haynes and Boone, LLP September 2007 - April 2010
Morgan Stanley September 2001 - March 2003
Skills
Wills, Entertainment Law, Private Equity, Corporate Finance, Legal Writing, Legal Research, Intellectual Property, Litigation, Civil Litigation, Licensing, Corporate Law, Commercial Litigation, Courts, Trademarks, Mergers & Acquisitions, Copyright Law, Business Formation, Mediation, Trade Secrets, Corporate Governance, Entertainment, Arbitration, Trials, Contract Negotiation, Westlaw, Appeals, Contract Law
Education
Florida State University College of Law 2004 — 2007
Juris Doctorate, Law, 90/100; Top 7%
University of Rochester 1997 — 2001
B.A., Economics, Minor in Psychology
Sean Walker, CIMA® , MBA's Morgan Stanley Experience August 2000 - September 2001
Job Investment Management Consultant at iShares by BlackRock
Industry Financial Services
Experience
iShares October 2014 - Present
Northern Trust/FlexShares September 2013 - September 2014
Managers Investment Group March 2013 - September 2013
Russell Investment Group October 2006 - March 2013
JPMorgan Chase 2004 - 2006
Franklin Templeton Investments January 2003 - August 2004
VALIC December 2001 - January 2003
Morgan Stanley August 2000 - September 2001
Education
University of Miami - School of Business 2004 — 2006
MBA, Management Science, 3.9
Florida State University - College of Business 1996 — 2000
Bachelor of Science (BS), International Business, 3.7
iShares October 2014 - Present
Northern Trust/FlexShares September 2013 - September 2014
Managers Investment Group March 2013 - September 2013
Russell Investment Group October 2006 - March 2013
JPMorgan Chase 2004 - 2006
Franklin Templeton Investments January 2003 - August 2004
VALIC December 2001 - January 2003
Morgan Stanley August 2000 - September 2001
Education
University of Miami - School of Business 2004 — 2006
MBA, Management Science, 3.9
Florida State University - College of Business 1996 — 2000
Bachelor of Science (BS), International Business, 3.7
Jennifer E. Clarke's Morgan Stanley Experience January 2006 - August 2006
Job Investment Management Division at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs June 2013 - Present
Deloitte April 2010 - June 2013
Ardour Capital Investments August 2009 - April 2010
Credit Suisse August 2006 - December 2008
Morgan Stanley January 2006 - August 2006
Merrill Lynch September 2005 - January 2006
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Corporate Finance, Fixed Income, Investment Banking, Investments, Equity Research, Equities, Capital Markets, Business Strategy, Derivatives, Hedge Funds, Bloomberg Terminal
Education
Peking University 2009 — 2010
MBA, Finance
Fordham Gabelli School of Business 2007 — 2010
MBA, Finance and Marketing
Goldman Sachs June 2013 - Present
Deloitte April 2010 - June 2013
Ardour Capital Investments August 2009 - April 2010
Credit Suisse August 2006 - December 2008
Morgan Stanley January 2006 - August 2006
Merrill Lynch September 2005 - January 2006
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Corporate Finance, Fixed Income, Investment Banking, Investments, Equity Research, Equities, Capital Markets, Business Strategy, Derivatives, Hedge Funds, Bloomberg Terminal
Education
Peking University 2009 — 2010
MBA, Finance
Fordham Gabelli School of Business 2007 — 2010
MBA, Finance and Marketing
Atanas Atanasov's Morgan Stanley Experience 2014 - Present
Job VP Credit Risk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
JPMorgan Chase 2011 - 2014
HP 2010 - 2011
GMAC ResCap 2009 - 2010
WaMu October 2006 - January 2009
Skills
SAS, Statistical Modeling, Quantitative Analytics, Predictive Modeling, Risk Management, Credit Risk, Data Mining, Financial Modeling, Portfolio Management, Financial Risk, Banking, Analytics, Fixed Income, Valuation, Credit, Common Sense, SQL
Education
Florida State University 2004 — 2006
MS
Florida State University 2001 — 2004
BS
Universitet po Arhitektura, Stroitelstvo i Geodezia 1996 — 2000
N/A
Morgan Stanley 2014 - Present
JPMorgan Chase 2011 - 2014
HP 2010 - 2011
GMAC ResCap 2009 - 2010
WaMu October 2006 - January 2009
Skills
SAS, Statistical Modeling, Quantitative Analytics, Predictive Modeling, Risk Management, Credit Risk, Data Mining, Financial Modeling, Portfolio Management, Financial Risk, Banking, Analytics, Fixed Income, Valuation, Credit, Common Sense, SQL
Education
Florida State University 2004 — 2006
MS
Florida State University 2001 — 2004
BS
Universitet po Arhitektura, Stroitelstvo i Geodezia 1996 — 2000
N/A
James Bruno's Morgan Stanley Experience September 2007 - Present
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley September 2007 - Present
HSBC February 2005 - September 2007
Merrill Lynch June 1997 - November 2004
Skills
Alternative Investments, Fund Administration, Hedge Funds, Fund Of Funds, Transfer Agency, Fund Accounting, Mutual Funds, Securities, Bloomberg, AML, Private Equity, Back Office, Valuation, Portfolio Management, Investments, Financial Structuring
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
Long Island University 1986 — 1989
Bachelor of Science, Accounting
Morgan Stanley September 2007 - Present
HSBC February 2005 - September 2007
Merrill Lynch June 1997 - November 2004
Skills
Alternative Investments, Fund Administration, Hedge Funds, Fund Of Funds, Transfer Agency, Fund Accounting, Mutual Funds, Securities, Bloomberg, AML, Private Equity, Back Office, Valuation, Portfolio Management, Investments, Financial Structuring
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
Long Island University 1986 — 1989
Bachelor of Science, Accounting
Naem Zakko's Morgan Stanley Experience July 2008 - June 2015
Job Vice President, Risk & Control at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. June 2015 - Present
Morgan Stanley July 2008 - June 2015
Citigroup June 2005 - July 2008
Skills
RCSA, Risk Management, Operational Risk..., Operational Risk, Key Performance..., Risk Assessment, Internal Controls, Internal Control..., Derivatives, Management
Education
Fordham Gabelli School of Business 2007 — 2010
JPMorgan Chase & Co. June 2015 - Present
Morgan Stanley July 2008 - June 2015
Citigroup June 2005 - July 2008
Skills
RCSA, Risk Management, Operational Risk..., Operational Risk, Key Performance..., Risk Assessment, Internal Controls, Internal Control..., Derivatives, Management
Education
Fordham Gabelli School of Business 2007 — 2010
Michael Connor, Esq.'s Morgan Stanley Experience January 2013 - Present
Job Financial Services
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
E*TRADE Financial 2004 - 2011
SouthTrust Bank 1997 - 2000
Skills
Investments, Series 7, Series 63, Mutual Funds, Financial Services, Equities, Securities, Series 4, Series 24, Member of the Florida..., Wealth Management, Management, Asset Management, Asset Allocation, Leadership, Retirement
Education
Stetson University College of Law 2004 — 2007
University of South Florida 1995 — 2000
Masters Degree, Education
Florida State University 1986 — 1990
BA, English
lakewood high school
lakewood high school
lakewood high school
Morgan Stanley January 2013 - Present
E*TRADE Financial 2004 - 2011
SouthTrust Bank 1997 - 2000
Skills
Investments, Series 7, Series 63, Mutual Funds, Financial Services, Equities, Securities, Series 4, Series 24, Member of the Florida..., Wealth Management, Management, Asset Management, Asset Allocation, Leadership, Retirement
Education
Stetson University College of Law 2004 — 2007
University of South Florida 1995 — 2000
Masters Degree, Education
Florida State University 1986 — 1990
BA, English
lakewood high school
lakewood high school
lakewood high school
Jerry Hammerschmidt's Morgan Stanley Experience 1992 - 2006
Job Equity Derivatives Director at Societe Generale Corporate and Investment Banking SGCIB
Industry Investment Banking
Experience
Societe Generale Corporate and Investment Banking - SGCIB May 2014 - Present
Barclays Capital January 2006 - May 2014
Morgan Stanley 1992 - 2006
Skills
Equities, Hedge Funds, Bloomberg, Derivatives, Capital Markets, Fixed Income, Banking, Credit Derivatives, Equity Derivatives, Trading, Investment Banking, Options, Alternative Investments, Swaps, Electronic Trading, FX Options, Hedging, Trading Systems, Proprietary Trading, Financial Services
Education
Florida State University 1984 — 1989
Societe Generale Corporate and Investment Banking - SGCIB May 2014 - Present
Barclays Capital January 2006 - May 2014
Morgan Stanley 1992 - 2006
Skills
Equities, Hedge Funds, Bloomberg, Derivatives, Capital Markets, Fixed Income, Banking, Credit Derivatives, Equity Derivatives, Trading, Investment Banking, Options, Alternative Investments, Swaps, Electronic Trading, FX Options, Hedging, Trading Systems, Proprietary Trading, Financial Services
Education
Florida State University 1984 — 1989
Bill Koster's Morgan Stanley Experience February 1986 - April 2001
Job Director at Royal Bank of Scotland
Industry Capital Markets
Experience
Royal Bank of Scotland July 2008 - Present
Fortis Bank January 2004 - December 2007
The New Power Company August 2001 - September 2003
Morgan Stanley February 1986 - April 2001
Bear Stearns May 1983 - January 1986
Skills
Credit Risk, Financial Institutions, Loans, Counterparty Risk, Derivatives, Capital Markets, Fixed Income, Investment Banking, Structured Finance, Structured Products, Banking, Portfolio Management, Hedge Funds, Market Risk, Financial Markets
Education
Fordham Gabelli School of Business
Finance
University of Pennsylvania
Bachelor of Arts (B.A.), Economics and Health Care Policy
Royal Bank of Scotland July 2008 - Present
Fortis Bank January 2004 - December 2007
The New Power Company August 2001 - September 2003
Morgan Stanley February 1986 - April 2001
Bear Stearns May 1983 - January 1986
Skills
Credit Risk, Financial Institutions, Loans, Counterparty Risk, Derivatives, Capital Markets, Fixed Income, Investment Banking, Structured Finance, Structured Products, Banking, Portfolio Management, Hedge Funds, Market Risk, Financial Markets
Education
Fordham Gabelli School of Business
Finance
University of Pennsylvania
Bachelor of Arts (B.A.), Economics and Health Care Policy
James J. Trainor's Morgan Stanley Experience 1993 - 1997
Job at Bluecrest Holdings LLC
Industry Financial Services
Experience
Bluecrest Holdings LLC 2008 - Present
Jersey Coast Vascular 2007 - 2008
Mathematica Policy Research, Inc. 1999 - 2007
Colebrooke Capital, Inc. 1998 - 1999
Morgan Stanley 1993 - 1997
Skills
Finance, Venture Capital, Financial Analysis, Financial Modeling, Equities, Strategy, Management, Capital Markets, Mergers & Acquisitions, Investments, Due Diligence, Corporate Finance, Portfolio Management, Financial Planning, Strategic Planning
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance and Management
Rutgers, The State University of New Jersey-Newark 1993 — 1995
MA, History
King's College 1988 — 1992
BA, History
Bayley Ellard High School 1980 — 1988
Diploma
Bluecrest Holdings LLC 2008 - Present
Jersey Coast Vascular 2007 - 2008
Mathematica Policy Research, Inc. 1999 - 2007
Colebrooke Capital, Inc. 1998 - 1999
Morgan Stanley 1993 - 1997
Skills
Finance, Venture Capital, Financial Analysis, Financial Modeling, Equities, Strategy, Management, Capital Markets, Mergers & Acquisitions, Investments, Due Diligence, Corporate Finance, Portfolio Management, Financial Planning, Strategic Planning
Education
Fordham Gabelli School of Business 1995 — 1998
MBA, Finance and Management
Rutgers, The State University of New Jersey-Newark 1993 — 1995
MA, History
King's College 1988 — 1992
BA, History
Bayley Ellard High School 1980 — 1988
Diploma
Nicole Limberg's Morgan Stanley Experience March 2003 - Present
Job Vice President at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley March 2003 - Present
Morgan Stanley March 2003 - March 2005
Education
Fordham Gabelli School of Business 2005 — 2008
M.B.A., Marketing and Finance
Michigan State University 1994 — 1999
1 B.A.'s, Economics and French
Morgan Stanley March 2003 - Present
Morgan Stanley March 2003 - March 2005
Education
Fordham Gabelli School of Business 2005 — 2008
M.B.A., Marketing and Finance
Michigan State University 1994 — 1999
1 B.A.'s, Economics and French
Jason Taggart, MBA's Morgan Stanley Experience June 2014 - Present
Job Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Merrill Lynch June 2010 - June 2014
Atlanta Seminole Club 2010 - 2013
PHH Mortgage June 2002 - June 2010
Skills
Series 7, Credit, Mortgage Lending, Banking, Mortgage, Wealth Management, Loan Origination, Cash Management, Loans, Customer Service, Private Banking, series 63, Series 63, Mortgage Banking, Portfolio Management, Retirement Planning, Investments
Education
Florida State University - College of Business 2001 — 2002
MBA, Finance
Florida State University - College of Business 1997 — 2000
BS, Finance and International Business
Morgan Stanley June 2014 - Present
Merrill Lynch June 2010 - June 2014
Atlanta Seminole Club 2010 - 2013
PHH Mortgage June 2002 - June 2010
Skills
Series 7, Credit, Mortgage Lending, Banking, Mortgage, Wealth Management, Loan Origination, Cash Management, Loans, Customer Service, Private Banking, series 63, Series 63, Mortgage Banking, Portfolio Management, Retirement Planning, Investments
Education
Florida State University - College of Business 2001 — 2002
MBA, Finance
Florida State University - College of Business 1997 — 2000
BS, Finance and International Business
Milton Christopher Appling's Morgan Stanley Experience September 2007 - July 2008
Job Archer Certified Consultant
Industry Information Technology and Services
Experience
Accuvant November 2014 - Present
Bank of America October 2013 - May 2014
Federal Reserve Bank of New York May 2012 - September 2013
Federal Reserve Bank of New York May 2012 - September 2013
Ernst & Young October 2009 - May 2012
Morgan Stanley September 2007 - July 2008
Morgan Stanley December 2003 - September 2007
Morgan Stanley November 1999 - November 2002
Skills
Security, Databases, Product Management, Archer, IT Risk, Project Management, GRC, Enterprise Software, PMO, Management, Information Security, Information Technology, Analysis
Education
Florida State University 1993 — 1997
Economics, Mathematics
Morehouse College 1989 — 1993
BS, Mathematics, Economics
Accuvant November 2014 - Present
Bank of America October 2013 - May 2014
Federal Reserve Bank of New York May 2012 - September 2013
Federal Reserve Bank of New York May 2012 - September 2013
Ernst & Young October 2009 - May 2012
Morgan Stanley September 2007 - July 2008
Morgan Stanley December 2003 - September 2007
Morgan Stanley November 1999 - November 2002
Skills
Security, Databases, Product Management, Archer, IT Risk, Project Management, GRC, Enterprise Software, PMO, Management, Information Security, Information Technology, Analysis
Education
Florida State University 1993 — 1997
Economics, Mathematics
Morehouse College 1989 — 1993
BS, Mathematics, Economics
William Wightman's Morgan Stanley Experience June 2007 - February 2008
Job Vice President at Renaissance Macro Research
Industry Financial Services
Experience
Renaissance Macro Research January 2012 - Present
NEW YORK LIFE/ MAINSTAY INVESTMENTS April 2010 - January 2012
LORD, ABBETT & CO. LLC June 2008 - April 2010
Morgan Stanley June 2007 - February 2008
Skills
Investments, Series 7, Sales, Finance, Marketing, Series 63, Bloomberg Terminal, Microsoft Office, Uniform Combined State..., Fixed Income, Selling, Retirement Planning, Financial Advisory, Mutual Funds, Analysis, Zephyr Analysis, Asset Management, Equities, Portfolio Management, Video Conferencing
Education
Florida State University 2002 — 2007
BA, Finance and Real Estate
Renaissance Macro Research January 2012 - Present
NEW YORK LIFE/ MAINSTAY INVESTMENTS April 2010 - January 2012
LORD, ABBETT & CO. LLC June 2008 - April 2010
Morgan Stanley June 2007 - February 2008
Skills
Investments, Series 7, Sales, Finance, Marketing, Series 63, Bloomberg Terminal, Microsoft Office, Uniform Combined State..., Fixed Income, Selling, Retirement Planning, Financial Advisory, Mutual Funds, Analysis, Zephyr Analysis, Asset Management, Equities, Portfolio Management, Video Conferencing
Education
Florida State University 2002 — 2007
BA, Finance and Real Estate
Adam Dohler's Morgan Stanley Experience December 2006 - August 2011
Job Vice President High Yield/Distressed Bond Trader at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets March 2015 - Present
Nomura Securities August 2011 - February 2015
Morgan Stanley December 2006 - August 2011
Morgan Stanley December 2006 - December 2007
University of Notre Dame January 2006 - May 2006
Skills
Fixed Income, Equities, Bonds, Credit, Finance, Technical Analysis, Analysis, Cash Flow, Sales, Research, Retail, Marketing, Books, Telecommunications, Government
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA, Investments/Corporate Finance 2006
Florida State University 2001 — 2005
Bachelor of Science, Finance 2005
RBC Capital Markets March 2015 - Present
Nomura Securities August 2011 - February 2015
Morgan Stanley December 2006 - August 2011
Morgan Stanley December 2006 - December 2007
University of Notre Dame January 2006 - May 2006
Skills
Fixed Income, Equities, Bonds, Credit, Finance, Technical Analysis, Analysis, Cash Flow, Sales, Research, Retail, Marketing, Books, Telecommunications, Government
Education
University of Notre Dame - Mendoza College of Business 2005 — 2006
MBA, Investments/Corporate Finance 2006
Florida State University 2001 — 2005
Bachelor of Science, Finance 2005
Pete Kalangis's Morgan Stanley Experience January 1986 - November 2002
Job Financial Services Professional
Industry Financial Services
Experience
Deutsche Bank August 2004 - December 2008
Morgan Stanley January 1986 - November 2002
Municipal Code Printing Company January 1982 - January 1983
Skills
Operational Risk..., Policy, Fixed Income, Securities, Risk Management, Compliance, Middle Office, Money Market, Trading, Settlement, Operational Risk, Finance
Education
Florida State University 1980 — 1983
Biology
Deutsche Bank August 2004 - December 2008
Morgan Stanley January 1986 - November 2002
Municipal Code Printing Company January 1982 - January 1983
Skills
Operational Risk..., Policy, Fixed Income, Securities, Risk Management, Compliance, Middle Office, Money Market, Trading, Settlement, Operational Risk, Finance
Education
Florida State University 1980 — 1983
Biology
Kathleen Entwistle's Morgan Stanley Experience June 2001 - June 2007
Job Senior Vice President at UBS Financial Services
Industry Financial Services
Marie Thelusma's Morgan Stanley Experience June 2007 - February 2008
Job Finance Manager at ANN INC.
Industry Retail
Experience
ANN INC. April 2014 - Present
ANN INC. January 2013 - April 2014
ANN INC. February 2011 - January 2013
The Guardian Life Insurance Company of America September 2009 - February 2011
Liz Claiborne July 2008 - July 2009
Morgan Stanley June 2007 - February 2008
Franklin Templeton Investments March 2005 - June 2007
Skills
Forecasting, Hyperion Enterprise, Sarbanes-Oxley Act, General Ledger, Essbase, Budgets, Finance, JD Edwards, Microsoft Excel, Portfolio Management, Financial Analysis, Bloomberg, Financial Modeling, Investments, Due Diligence, Strategic Financial..., Payroll, Asset Managment, Corporate Finance, SAP, Community Outreach, Cognos, Analysis
Education
Florida State University - College of Business 2001 — 2004
Bachelors, Finance
ANN INC. April 2014 - Present
ANN INC. January 2013 - April 2014
ANN INC. February 2011 - January 2013
The Guardian Life Insurance Company of America September 2009 - February 2011
Liz Claiborne July 2008 - July 2009
Morgan Stanley June 2007 - February 2008
Franklin Templeton Investments March 2005 - June 2007
Skills
Forecasting, Hyperion Enterprise, Sarbanes-Oxley Act, General Ledger, Essbase, Budgets, Finance, JD Edwards, Microsoft Excel, Portfolio Management, Financial Analysis, Bloomberg, Financial Modeling, Investments, Due Diligence, Strategic Financial..., Payroll, Asset Managment, Corporate Finance, SAP, Community Outreach, Cognos, Analysis
Education
Florida State University - College of Business 2001 — 2004
Bachelors, Finance
Sam Baptista's Morgan Stanley Experience 1999 - 2006
Job President at The Baptista Group
Industry Financial Services
Experience
The Baptista Group April 2006 - Present
Morgan Stanley 1999 - 2006
The Financial Services Council 1987 - 1999
Education
Florida State University 1969 — 1974
The Baptista Group April 2006 - Present
Morgan Stanley 1999 - 2006
The Financial Services Council 1987 - 1999
Education
Florida State University 1969 — 1974
Nathan Baldasare's Morgan Stanley Experience December 2011 - June 2014
Job Vice President at Bank of America
Industry Financial Services
Experience
Bank of America June 2014 - Present
Morgan Stanley December 2011 - June 2014
LLOYDS TSB BANK June 2010 - August 2010
Citigroup January 2007 - August 2009
Citigroup October 2005 - January 2007
Piedmont Hawthorne May 2004 - May 2005
RJ Reynolds August 2002 - May 2004
Skills
Municipal Bonds, Financial Modeling, Tender Option Bonds, Interest Rate..., Equity Derivatives, Pitch Books, VBA, Microsoft Excel, US GAAP, IFRS, Capital Markets, CDS, Macroeconomics
Education
Fordham Gabelli School of Business 2009 — 2011
MBA, Finance & Accounting
University of Dayton 1999 — 2002
Bachelor of Science, Finance
Bank of America June 2014 - Present
Morgan Stanley December 2011 - June 2014
LLOYDS TSB BANK June 2010 - August 2010
Citigroup January 2007 - August 2009
Citigroup October 2005 - January 2007
Piedmont Hawthorne May 2004 - May 2005
RJ Reynolds August 2002 - May 2004
Skills
Municipal Bonds, Financial Modeling, Tender Option Bonds, Interest Rate..., Equity Derivatives, Pitch Books, VBA, Microsoft Excel, US GAAP, IFRS, Capital Markets, CDS, Macroeconomics
Education
Fordham Gabelli School of Business 2009 — 2011
MBA, Finance & Accounting
University of Dayton 1999 — 2002
Bachelor of Science, Finance
Fleming Wily's Morgan Stanley Experience August 2008 - April 2009
Job www.YOODLEDOO.com is an Independent Project
Industry Restaurants
Experience
Myself building a website May 2012 - Present
Peasant Bistro June 2009 - Present
SunTrust Bank February 2011 - May 2012
Morgan Stanley August 2008 - April 2009
Merrill Lynch November 2007 - April 2008
Merrill Lynch August 2005 - August 2007
Trend Offset Printing July 2005 - August 2005
Skills
Customer Service, Marketing, Sales
Education
Florida State University 2000 — 2004
Bachelor of Science, Finance
Myself building a website May 2012 - Present
Peasant Bistro June 2009 - Present
SunTrust Bank February 2011 - May 2012
Morgan Stanley August 2008 - April 2009
Merrill Lynch November 2007 - April 2008
Merrill Lynch August 2005 - August 2007
Trend Offset Printing July 2005 - August 2005
Skills
Customer Service, Marketing, Sales
Education
Florida State University 2000 — 2004
Bachelor of Science, Finance
Donald R. Murtaugh's Morgan Stanley Experience March 2013 - June 2014
Job Private Banker at Morgan Stanley Private Bank
Industry Financial Services
Experience
Morgan Stanley Private Bank June 2014 - Present
Morgan Stanley March 2013 - June 2014
UBS August 2012 - February 2013
Morgan Stanley May 2010 - August 2012
Wells Fargo Advisors April 2006 - April 2010
Morgan Stanley January 2006 - April 2006
Morgan Stanley November 2005 - December 2005
Morgan Stanley April 2002 - October 2005
Morgan Stanley July 2000 - April 2002
Merrill Lynch June 1996 - July 2000
Skills
Series 7, Series 63, Mortgage Lending, Residential Mortgages, Microsoft Office, Cross Selling, Team-oriented, Private Banking, Mortgage Banking, Banking, Personal Financial..., Team Leadership, Wealth Management, Commercial Banking, Consumer Financing, Securities Based Lending
Education
Florida State University
Finance, Finance, General
Morgan Stanley Private Bank June 2014 - Present
Morgan Stanley March 2013 - June 2014
UBS August 2012 - February 2013
Morgan Stanley May 2010 - August 2012
Wells Fargo Advisors April 2006 - April 2010
Morgan Stanley January 2006 - April 2006
Morgan Stanley November 2005 - December 2005
Morgan Stanley April 2002 - October 2005
Morgan Stanley July 2000 - April 2002
Merrill Lynch June 1996 - July 2000
Skills
Series 7, Series 63, Mortgage Lending, Residential Mortgages, Microsoft Office, Cross Selling, Team-oriented, Private Banking, Mortgage Banking, Banking, Personal Financial..., Team Leadership, Wealth Management, Commercial Banking, Consumer Financing, Securities Based Lending
Education
Florida State University
Finance, Finance, General
Becky Cho's Morgan Stanley Experience July 2013 - September 2013
Job Staff Accountant at Novogradac & Company LLP
Industry Accounting
Experience
Novogradac & Company LLP November 2014 - Present
White Oak Global Advisors, LLC August 2014 - October 2014
Hook&Cook June 2011 - June 2014
Volunteer Income Tax Assistance (VITA) January 2013 - April 2014
Morgan Stanley July 2013 - September 2013
Chinatown Community Development Center September 2007 - September 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Leadership, Data Analysis, Customer Service, Time Management, Research, Accounting, Event Planning, English, Teamwork, Windows, Teaching, Public Speaking, Community Outreach, Finance, Financial Statement..., Private Equity, Auditing, Tax
Education
University of California, Davis 2010 — 2014
Bachelor's Degree, Managerial Economics, Chinese
Foothill College 2013 — 2015
Associate's Degree, Accounting
Lowell High School 2006 — 2010
High School Diploma
Novogradac & Company LLP November 2014 - Present
White Oak Global Advisors, LLC August 2014 - October 2014
Hook&Cook June 2011 - June 2014
Volunteer Income Tax Assistance (VITA) January 2013 - April 2014
Morgan Stanley July 2013 - September 2013
Chinatown Community Development Center September 2007 - September 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Leadership, Data Analysis, Customer Service, Time Management, Research, Accounting, Event Planning, English, Teamwork, Windows, Teaching, Public Speaking, Community Outreach, Finance, Financial Statement..., Private Equity, Auditing, Tax
Education
University of California, Davis 2010 — 2014
Bachelor's Degree, Managerial Economics, Chinese
Foothill College 2013 — 2015
Associate's Degree, Accounting
Lowell High School 2006 — 2010
High School Diploma
Joe Cohen's Morgan Stanley Experience January 2013 - September 2014
Job Stand Up MRI
Industry Financial Services
Experience
Stand Up MRI December 2014 - Present
Morgan Stanley January 2013 - September 2014
Northwestern Mutual October 2010 - January 2013
Skills
Disability Insurance, Long-term Care, Investments, Retirement Planning, Strategic Financial..., Estate Planning, Securities, Wealth Management, Retirement, Fixed Annuities, Investment Advisory, Term Life Insurance, Series 7, Life Insurance, Finance, Portfolio Management, Financial Planners, Insurance, Mutual Funds, Financial Planning
Education
Florida State University 2006 — 2010
B.S., Business Management
Stand Up MRI December 2014 - Present
Morgan Stanley January 2013 - September 2014
Northwestern Mutual October 2010 - January 2013
Skills
Disability Insurance, Long-term Care, Investments, Retirement Planning, Strategic Financial..., Estate Planning, Securities, Wealth Management, Retirement, Fixed Annuities, Investment Advisory, Term Life Insurance, Series 7, Life Insurance, Finance, Portfolio Management, Financial Planners, Insurance, Mutual Funds, Financial Planning
Education
Florida State University 2006 — 2010
B.S., Business Management
Phillip Grimes's Morgan Stanley Experience July 2010 - August 2012
Job Trading Risk
Industry Financial Services
Experience
NextEra Energy Resources November 2013 - Present
NextEra Energy Resources August 2012 - September 2013
Morgan Stanley July 2010 - August 2012
Morgan Stanley January 2009 - June 2010
Morgan Stanley June 2008 - August 2008
Skills
Derivatives, Microsoft Excel, MySQL, Access, Problem Solving, Project Planning, Project Management, Commodity Markets
Education
Florida State University - College of Business 2004 — 2008
Finance
NextEra Energy Resources November 2013 - Present
NextEra Energy Resources August 2012 - September 2013
Morgan Stanley July 2010 - August 2012
Morgan Stanley January 2009 - June 2010
Morgan Stanley June 2008 - August 2008
Skills
Derivatives, Microsoft Excel, MySQL, Access, Problem Solving, Project Planning, Project Management, Commodity Markets
Education
Florida State University - College of Business 2004 — 2008
Finance
Amanda Rockwood's Morgan Stanley Experience October 2006 - May 2007
Job Financial Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets May 2007 - Present
Morgan Stanley October 2006 - May 2007
Merrill Lynch May 2006 - August 2006
Skills
Series 7, Series 63, Proficient in Bloomberg, Proficient in Microsoft...
Education
Rollins College - Crummer Graduate School of Business 2005 — 2007
Masters of Business Administration, Concentration in Finance and Management
Florida State University 2001 — 2005
Bachelor of Science, Communication; Minor in Business
RBC Capital Markets May 2007 - Present
Morgan Stanley October 2006 - May 2007
Merrill Lynch May 2006 - August 2006
Skills
Series 7, Series 63, Proficient in Bloomberg, Proficient in Microsoft...
Education
Rollins College - Crummer Graduate School of Business 2005 — 2007
Masters of Business Administration, Concentration in Finance and Management
Florida State University 2001 — 2005
Bachelor of Science, Communication; Minor in Business
Kelsey Zyndorf's Morgan Stanley Experience February 2014 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Fidelity Investments October 2012 - Present
Fidelity Investments June 2011 - October 2012
Skills
Series 7, Series 63, Stock Trading, Mutual Funds
Education
Florida State University 2007 — 2011
Bachelor's degree, Finance
Morgan Stanley February 2014 - Present
Fidelity Investments October 2012 - Present
Fidelity Investments June 2011 - October 2012
Skills
Series 7, Series 63, Stock Trading, Mutual Funds
Education
Florida State University 2007 — 2011
Bachelor's degree, Finance
Kelly Hamlet's Morgan Stanley Experience July 2014 - Present
Job Wealth Management Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
IRS VITA Program January 2013 - April 2013
Education
Florida State University
Bachelor's Degree, Finance
MAST Academy
High School
Morgan Stanley July 2014 - Present
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Wealth Management June 2013 - August 2013
IRS VITA Program January 2013 - April 2013
Education
Florida State University
Bachelor's Degree, Finance
MAST Academy
High School
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS