Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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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
Bryan Kent Bryan Kent's Morgan Stanley Experience 2004 - 2008
Job Managing Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan November 2011 - Present
DRESDNER KLEINWORT April 2008 - June 2010
MORGAN STANLEY 2004 - 2008
SWISS RE FINANCIAL PRODUCTS CORP 2001 - 2003
CREDIT SUISSE FIRST BOSTON CORPORATION 2000 - 2001
GENERAL RE FINANCIAL PRODUCTS CORPORATION 1996 - 2000
GENERAL RE FINANCIAL PRODUCTS CORPORATION 1990 - 1996
GENERAL REINSURANCE CORPORATION 1985 - 1990
Skills
Prime Brokerage, Collateral Management, Middle Office, Derivatives, FX Options, Valuation, Risk Management, Cash Management, Trading, Change Management, Credit Derivatives, Structured Products
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, International Finance
Fordham University 1979 — 1983
BS, Finance
J.P. Morgan November 2011 - Present
DRESDNER KLEINWORT April 2008 - June 2010
MORGAN STANLEY 2004 - 2008
SWISS RE FINANCIAL PRODUCTS CORP 2001 - 2003
CREDIT SUISSE FIRST BOSTON CORPORATION 2000 - 2001
GENERAL RE FINANCIAL PRODUCTS CORPORATION 1996 - 2000
GENERAL RE FINANCIAL PRODUCTS CORPORATION 1990 - 1996
GENERAL REINSURANCE CORPORATION 1985 - 1990
Skills
Prime Brokerage, Collateral Management, Middle Office, Derivatives, FX Options, Valuation, Risk Management, Cash Management, Trading, Change Management, Credit Derivatives, Structured Products
Education
New York University - Leonard N. Stern School of Business 1986 — 1990
MBA, International Finance
Fordham University 1979 — 1983
BS, Finance
Stefan Petses Stefan Petses's Morgan Stanley Experience December 1998 - October 2003
Job Senior Director, Consulting Group at Oppenheimer Asset Management
Industry Financial Services
Experience
Oppenheimer & Co. October 2003 - Present
Morgan Stanley December 1998 - October 2003
Morgan Stanley August 1995 - December 1998
Prudential Securities, Inc. March 1992 - March 1995
Skills
Investment Database..., Asset Managment, Mutual Funds, Separately Managed..., Investment Management, Asset Management
Education
Fordham University - Graduate School of Business Administration 1994 — 1998
Master of Business Administration (MBA), Finance, General, 3.6
Fordham University 1988 — 1992
Bachelor of Science (BS), Accounting, 3.2
Oppenheimer & Co. October 2003 - Present
Morgan Stanley December 1998 - October 2003
Morgan Stanley August 1995 - December 1998
Prudential Securities, Inc. March 1992 - March 1995
Skills
Investment Database..., Asset Managment, Mutual Funds, Separately Managed..., Investment Management, Asset Management
Education
Fordham University - Graduate School of Business Administration 1994 — 1998
Master of Business Administration (MBA), Finance, General, 3.6
Fordham University 1988 — 1992
Bachelor of Science (BS), Accounting, 3.2
Anthony Gazivoda Anthony Gazivoda's Morgan Stanley Experience February 2013 - Present
Job AML/Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2013 - Present
Morgan Stanley January 2012 - February 2013
Scottrade November 2010 - September 2011
Education
Fordham University 2007 — 2011
B.S., Finance & Economics
Archbishop Stepinac H.S. 2003 — 2007
Regents Diploma
Morgan Stanley February 2013 - Present
Morgan Stanley January 2012 - February 2013
Scottrade November 2010 - September 2011
Education
Fordham University 2007 — 2011
B.S., Finance & Economics
Archbishop Stepinac H.S. 2003 — 2007
Regents Diploma
Daniel DeMeo Daniel DeMeo's Morgan Stanley Experience May 2015 - August 2015
Job Student at Fordham University
Industry Accounting
Experience
Morgan Stanley May 2015 - August 2015
EY June 2015 - June 2015
PwC March 2015 - March 2015
CAN Capital June 2012 - August 2013
Skills
Project Planning, Access, Accounting, Finance, Business Analysis, Microsoft Excel, Financial Analysis, Financial Modeling, Microsoft Office, PowerPoint, Public Speaking, Research, Social Media, Time Management
Education
Fordham University 2013 — 2017
Accounting and Finance, 3.61 GPA
Seton Hall Prep 2009 — 2013
High school, Business, 3.9
Morgan Stanley May 2015 - August 2015
EY June 2015 - June 2015
PwC March 2015 - March 2015
CAN Capital June 2012 - August 2013
Skills
Project Planning, Access, Accounting, Finance, Business Analysis, Microsoft Excel, Financial Analysis, Financial Modeling, Microsoft Office, PowerPoint, Public Speaking, Research, Social Media, Time Management
Education
Fordham University 2013 — 2017
Accounting and Finance, 3.61 GPA
Seton Hall Prep 2009 — 2013
High school, Business, 3.9
Ian Fitz-Patrick Ian Fitz-Patrick's Morgan Stanley Experience 2013 - Present
Job CFP, CIMA, Portfolio Manager Vice President at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley 2013 - Present
IHS - Insitute for Human Services 2008 - Present
Skills
Investment Strategies, Fixed Income, Strategic Financial..., Investment Advisory, Retirement Planning, Investments, Wealth Management, Certified Financial..., Equities, Wealth Management..., Asset Managment, Banking, Estate Planning, Asset Management, Mutual Funds, Portfolio Management, Securities, Series 7, Due Diligence, Retirement, Financial Analysis, Financial Advisory, Asset Allocation, ETFs, Investment Management, Private Banking
Education
Fordham University
BA, International/Global Studies
American College at Bryn Mawr
Certified Financial Planner
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst
Morgan Stanley 2013 - Present
IHS - Insitute for Human Services 2008 - Present
Skills
Investment Strategies, Fixed Income, Strategic Financial..., Investment Advisory, Retirement Planning, Investments, Wealth Management, Certified Financial..., Equities, Wealth Management..., Asset Managment, Banking, Estate Planning, Asset Management, Mutual Funds, Portfolio Management, Securities, Series 7, Due Diligence, Retirement, Financial Analysis, Financial Advisory, Asset Allocation, ETFs, Investment Management, Private Banking
Education
Fordham University
BA, International/Global Studies
American College at Bryn Mawr
Certified Financial Planner
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst
Omar Cruz Omar Cruz's Morgan Stanley Experience June 2010 - June 2011
Job Website Coordinator at Lymphoma Research Foundation
Industry Information Technology and Services
Experience
Lymphoma Research Foundation June 2011 - Present
Morgan Stanley June 2010 - June 2011
WebMD July 2009 - September 2009
The Partnership at Drugfree.org June 2008 - December 2008
American Lung Association September 2007 - May 2008
Travelers February 2004 - August 2007
Nano (d/b/a WS Hold, Inc.) September 2000 - January 2001
Education
Fordham University 1996 — 2000
Bachelor’s Degree, Computer Science
Lymphoma Research Foundation June 2011 - Present
Morgan Stanley June 2010 - June 2011
WebMD July 2009 - September 2009
The Partnership at Drugfree.org June 2008 - December 2008
American Lung Association September 2007 - May 2008
Travelers February 2004 - August 2007
Nano (d/b/a WS Hold, Inc.) September 2000 - January 2001
Education
Fordham University 1996 — 2000
Bachelor’s Degree, Computer Science
Charles LaRosa Jr. Charles LaRosa Jr.'s Morgan Stanley Experience July 2015 - Present
Job Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
YMCA May 2013 - Present
Island Surgical and Vascular Group May 2010 - Present
Skills
Leadership, Web Development, Social Media, Microsoft Office, Microsoft Excel, Social Media Marketing, Wealth Management, Marketing, Investments, Powerpoint, Fitness, Social Networking, Event Planning, Lacrosse, Finance, PowerPoint
Education
Fordham University 2013 — 2017
Finance, General
Islip High School 2009 — 2013
Morgan Stanley July 2015 - Present
YMCA May 2013 - Present
Island Surgical and Vascular Group May 2010 - Present
Skills
Leadership, Web Development, Social Media, Microsoft Office, Microsoft Excel, Social Media Marketing, Wealth Management, Marketing, Investments, Powerpoint, Fitness, Social Networking, Event Planning, Lacrosse, Finance, PowerPoint
Education
Fordham University 2013 — 2017
Finance, General
Islip High School 2009 — 2013
David Karas David Karas's Morgan Stanley Experience June 2014 - September 2014
Job Commodities Trading Intern at BTG Pactual
Industry Financial Services
Experience
BTG Pactual June 2015 - Present
Berkery, Noyes & Co., LLC January 2015 - February 2015
Morgan Stanley June 2014 - September 2014
Fordham University January 2013 - June 2014
BBC Worldwide May 2013 - December 2013
SBD Kitchens, LLC January 2011 - September 2011
Skills
Financial Analysis, Financial Modeling, Client Relations, Valuation, Management, Digital Media, Advertising Sales, Team Leadership, Team Management, Media Buying, Microsoft Excel, New Media, Finance
Education
Fordham University 2012 — 2016
Bachelor's Degree, Business Administration, Concentration in Finance and Alternative Investments, 3.8
The American University of Rome 2011 — 2012
Bachelor's Degree, Philosophy, Freshman Year of College
Harvard University 2010 — 2010
Additional Coursework
University of California, Berkeley 2010 — 2010
Additional Coursework
National Outdoor Leadership School 2009 — 2009
NCHS
BTG Pactual June 2015 - Present
Berkery, Noyes & Co., LLC January 2015 - February 2015
Morgan Stanley June 2014 - September 2014
Fordham University January 2013 - June 2014
BBC Worldwide May 2013 - December 2013
SBD Kitchens, LLC January 2011 - September 2011
Skills
Financial Analysis, Financial Modeling, Client Relations, Valuation, Management, Digital Media, Advertising Sales, Team Leadership, Team Management, Media Buying, Microsoft Excel, New Media, Finance
Education
Fordham University 2012 — 2016
Bachelor's Degree, Business Administration, Concentration in Finance and Alternative Investments, 3.8
The American University of Rome 2011 — 2012
Bachelor's Degree, Philosophy, Freshman Year of College
Harvard University 2010 — 2010
Additional Coursework
University of California, Berkeley 2010 — 2010
Additional Coursework
National Outdoor Leadership School 2009 — 2009
NCHS
Alison McIntyre Alison McIntyre's Morgan Stanley Experience February 2014 - June 2014
Job Account Executive at Prosek Partners
Industry Investment Management
Experience
Prosek Partners January 2015 - Present
Morgan Stanley February 2014 - June 2014
Lord Abbett & Co. LLC July 2012 - February 2014
M&C Saatchi August 2011 - May 2012
Lawlor Media Group May 2011 - August 2011
Marie Claire November 2010 - February 2011
Skills
Marketing Communications, Public Relations, Editorial, Sports Marketing, Marketing, Journalism, PowerPoint, Series 7, Equities, Asset Management, Asset Allocation, Hedge Funds, Securities, Press Releases, Cision, Fashion, Microsoft Office, Social Media, Microsoft Excel, Facebook
Education
Fordham University 2008 — 2012
BA, Communications, Marketing, Broadcasting, Media Studies, etc.
Glen Rock High School 2004 — 2008
Prosek Partners January 2015 - Present
Morgan Stanley February 2014 - June 2014
Lord Abbett & Co. LLC July 2012 - February 2014
M&C Saatchi August 2011 - May 2012
Lawlor Media Group May 2011 - August 2011
Marie Claire November 2010 - February 2011
Skills
Marketing Communications, Public Relations, Editorial, Sports Marketing, Marketing, Journalism, PowerPoint, Series 7, Equities, Asset Management, Asset Allocation, Hedge Funds, Securities, Press Releases, Cision, Fashion, Microsoft Office, Social Media, Microsoft Excel, Facebook
Education
Fordham University 2008 — 2012
BA, Communications, Marketing, Broadcasting, Media Studies, etc.
Glen Rock High School 2004 — 2008
Bonnie Chmil Bonnie Chmil's Morgan Stanley Experience 1998 - May 2003
Job Partner at Katten Muchin Rosenman LLP
Industry Law Practice
Experience
Katten Muchin Rosenman LLP 2004 - Present
Morgan Stanley 1998 - May 2003
Skills
Securities Litigation, Commercial Litigation, Litigation, Securities Regulation, Civil Litigation, Legal Research, Legal Advice, Securities, Bankruptcy, Legal Writing, Courts, Appeals, Competition Law
Education
Fordham University School of Law
J.D., Law
Fordham University
Bachelor of Arts (B.A.), Economics
Katten Muchin Rosenman LLP 2004 - Present
Morgan Stanley 1998 - May 2003
Skills
Securities Litigation, Commercial Litigation, Litigation, Securities Regulation, Civil Litigation, Legal Research, Legal Advice, Securities, Bankruptcy, Legal Writing, Courts, Appeals, Competition Law
Education
Fordham University School of Law
J.D., Law
Fordham University
Bachelor of Arts (B.A.), Economics
Susan Sung's Morgan Stanley Experience March 2011 - July 2012
Job Director of Decision Support
Industry Information Technology and Services
Experience
LivePerson August 2015 - Present
LivePerson January 2014 - August 2015
LivePerson August 2012 - December 2013
Morgan Stanley March 2011 - July 2012
American Express January 2010 - August 2010
American Express August 2007 - December 2009
American Express August 2005 - July 2007
Linens N Things June 2004 - August 2005
Medco January 2003 - July 2004
Skills
Financial Analysis, Essbase, Business Analysis, Forecasting, Strategic Financial..., Banking, Finance, Business Strategy, Financial Reporting, Project Planning, Strategy, Management, Analytics, Analysis, Leadership, Financial Services, Strategic Partnerships, CRM, Cross-functional Team..., Analytique
Education
Fordham University 2000 — 2002
BS, Finance, 3.7/4.0
LivePerson August 2015 - Present
LivePerson January 2014 - August 2015
LivePerson August 2012 - December 2013
Morgan Stanley March 2011 - July 2012
American Express January 2010 - August 2010
American Express August 2007 - December 2009
American Express August 2005 - July 2007
Linens N Things June 2004 - August 2005
Medco January 2003 - July 2004
Skills
Financial Analysis, Essbase, Business Analysis, Forecasting, Strategic Financial..., Banking, Finance, Business Strategy, Financial Reporting, Project Planning, Strategy, Management, Analytics, Analysis, Leadership, Financial Services, Strategic Partnerships, CRM, Cross-functional Team..., Analytique
Education
Fordham University 2000 — 2002
BS, Finance, 3.7/4.0
Wylie Fennell, CAIA Wylie Fennell, CAIA's Morgan Stanley Experience June 2004 - November 2011
Job Sales Specialist, Consulting Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2015 - Present
Morgan Stanley Wealth Management April 2014 - September 2015
Morgan Stanley Private Wealth Management November 2011 - April 2014
Morgan Stanley June 2004 - November 2011
The Bank of New York May 2001 - August 2001
Federal Reserve Bank of New York 1993 - 2000
United States Senate 1990 - 1991
Skills
Alternative Investments, Manage Client..., Series 7, Private Client Work, Series 3, Series 66, Wealth Management, Venture Capital, Private Equity, Private Clients, Asset Managment, Banking, CRM, FINRA, Hedge Funds, Institutional..., Investment Management, Investor Relations, Investments, Mutual Funds, Fundraising, Equities, Asset Management
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Finance
Howard University 1986 — 1991
BBA, Finance
A. Philip Randolph Campus H.S.
Morgan Stanley Wealth Management September 2015 - Present
Morgan Stanley Wealth Management April 2014 - September 2015
Morgan Stanley Private Wealth Management November 2011 - April 2014
Morgan Stanley June 2004 - November 2011
The Bank of New York May 2001 - August 2001
Federal Reserve Bank of New York 1993 - 2000
United States Senate 1990 - 1991
Skills
Alternative Investments, Manage Client..., Series 7, Private Client Work, Series 3, Series 66, Wealth Management, Venture Capital, Private Equity, Private Clients, Asset Managment, Banking, CRM, FINRA, Hedge Funds, Institutional..., Investment Management, Investor Relations, Investments, Mutual Funds, Fundraising, Equities, Asset Management
Education
Fordham University - Graduate School of Business Administration 2000 — 2002
MBA, Finance
Howard University 1986 — 1991
BBA, Finance
A. Philip Randolph Campus H.S.
Adam Genn Adam Genn's Morgan Stanley Experience April 2012 - Present
Job Vice President, Portfolio Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2012 - Present
Marsh & McClennan April 2011 - April 2012
Bank of America/Merrill Lynch 2008 - 2011
Merrill Lynch June 2006 - February 2008
MERRILL LYNCH January 2006 - June 2006
MERRILL LYNCH March 2004 - January 2006
COMPUTERSHARE LTD March 2002 - March 2004
MERRILL LYNCH/COMPUTERSHARE LTD August 2000 - March 2002
MERRILL LYNCH July 1999 - August 2000
MERRILL LYNCH February 1998 - July 1999
Skills
Certified Master Black..., Series 7, Series 63, Certified Black Belt, Banking, Brokerage Operations, Six Sigma, Member, PMI, Brokers, Risk Management, Insurance, Financial Services, Capital Markets, Relationship Management, Securities, Trading, Mutual Funds, Management, Financial Risk, Investments, Financial Analysis, AML, Asset Managment, Fixed Income, Wealth Management, Investment Advisory, Derivatives, Corporate Finance, Retirement Planning, Private Banking, Finance, Asset Allocation, Operational Risk, Retirement, Operational Risk..., Alternative Investments, Financial Modeling, Investment Banking, FINRA, Trading Systems, Options, Wealth Management..., Analysis, Cross-functional Team..., Business Process..., Business Analysis, Strategic Financial..., Financial Markets, 401k, Equity Derivatives
Education
Fordham University 2001 — 2004
MBA, Finance
Rutgers University 1993 — 1997
BA, Economics
Morgan Stanley April 2012 - Present
Marsh & McClennan April 2011 - April 2012
Bank of America/Merrill Lynch 2008 - 2011
Merrill Lynch June 2006 - February 2008
MERRILL LYNCH January 2006 - June 2006
MERRILL LYNCH March 2004 - January 2006
COMPUTERSHARE LTD March 2002 - March 2004
MERRILL LYNCH/COMPUTERSHARE LTD August 2000 - March 2002
MERRILL LYNCH July 1999 - August 2000
MERRILL LYNCH February 1998 - July 1999
Skills
Certified Master Black..., Series 7, Series 63, Certified Black Belt, Banking, Brokerage Operations, Six Sigma, Member, PMI, Brokers, Risk Management, Insurance, Financial Services, Capital Markets, Relationship Management, Securities, Trading, Mutual Funds, Management, Financial Risk, Investments, Financial Analysis, AML, Asset Managment, Fixed Income, Wealth Management, Investment Advisory, Derivatives, Corporate Finance, Retirement Planning, Private Banking, Finance, Asset Allocation, Operational Risk, Retirement, Operational Risk..., Alternative Investments, Financial Modeling, Investment Banking, FINRA, Trading Systems, Options, Wealth Management..., Analysis, Cross-functional Team..., Business Process..., Business Analysis, Strategic Financial..., Financial Markets, 401k, Equity Derivatives
Education
Fordham University 2001 — 2004
MBA, Finance
Rutgers University 1993 — 1997
BA, Economics
Kathryn Staudt Kathryn Staudt's Morgan Stanley Experience 2012 - 2012
Job Associate at Gartland and Mellina Group
Industry Financial Services
Experience
Gartland and Mellina Group January 2015 - Present
Gartland and Mellina Group May 2013 - December 2014
Gartland and Mellina Group June 2012 - May 2013
Marion Long's August 2011 - June 2012
Helen Adam's School of Dance October 2005 - February 2012
Morgan Stanley 2012 - 2012
Free Spirit LLC June 2011 - August 2011
Sound Shore Law October 2010 - February 2011
The Larchmont Shore Club May 2008 - August 2009
Law Firm of Christie Derrico October 2004 - June 2005
Skills
MS Excel, MS Powerpoint, Access, Organization, Microsoft Word, Outlook, Microsoft Office, Customer Service, QuickBooks, Accounting, Research, Teamwork, Lotus Notes, Budgets, Data Analysis, Social Media, Financial Analysis, Spanish, Event Planning, Microsoft Excel, PowerPoint, Nonprofits, Financial Modeling, Risk Management, Equities, Portfolio Management
Education
Iona College 2011 — 2013
Bachelor of Business Administration (BBA), Finance, 3.727
Westchester Community College 2010 — 2011
3.85
Fordham University 2009 — 2010
Finance
The Ursuline School 2005 — 2009
High School
Gartland and Mellina Group January 2015 - Present
Gartland and Mellina Group May 2013 - December 2014
Gartland and Mellina Group June 2012 - May 2013
Marion Long's August 2011 - June 2012
Helen Adam's School of Dance October 2005 - February 2012
Morgan Stanley 2012 - 2012
Free Spirit LLC June 2011 - August 2011
Sound Shore Law October 2010 - February 2011
The Larchmont Shore Club May 2008 - August 2009
Law Firm of Christie Derrico October 2004 - June 2005
Skills
MS Excel, MS Powerpoint, Access, Organization, Microsoft Word, Outlook, Microsoft Office, Customer Service, QuickBooks, Accounting, Research, Teamwork, Lotus Notes, Budgets, Data Analysis, Social Media, Financial Analysis, Spanish, Event Planning, Microsoft Excel, PowerPoint, Nonprofits, Financial Modeling, Risk Management, Equities, Portfolio Management
Education
Iona College 2011 — 2013
Bachelor of Business Administration (BBA), Finance, 3.727
Westchester Community College 2010 — 2011
3.85
Fordham University 2009 — 2010
Finance
The Ursuline School 2005 — 2009
High School
Constantinos Klostri Constantinos Klostri's Morgan Stanley Experience November 1996 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 1996 - Present
Skills
Internal Controls, Business Continuity..., Information Security, Financial Audits, Management, Financial Analysis, Leadership, Corporate Finance, Risk Management, New Product Validation, Sarbanes-Oxley, Information Security..., Capital Markets, Operational Risk..., Series 7, Investment Banking, Fixed Income, Equities, Financial Modeling
Education
Fordham University 1987 — 1995
BA, MA, Economics
Morgan Stanley November 1996 - Present
Skills
Internal Controls, Business Continuity..., Information Security, Financial Audits, Management, Financial Analysis, Leadership, Corporate Finance, Risk Management, New Product Validation, Sarbanes-Oxley, Information Security..., Capital Markets, Operational Risk..., Series 7, Investment Banking, Fixed Income, Equities, Financial Modeling
Education
Fordham University 1987 — 1995
BA, MA, Economics
Cameron Amel Cameron Amel's Morgan Stanley Experience June 2013 - May 2014
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2014 - Present
Morgan Stanley June 2013 - May 2014
Kaiser Permanente May 2010 - August 2011
Education
Fordham University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Marketing
Campbell Hall Episcopal High School 2005 — 2009
Goldman Sachs June 2014 - Present
Morgan Stanley June 2013 - May 2014
Kaiser Permanente May 2010 - August 2011
Education
Fordham University 2009 — 2013
Bachelor of Business Administration (B.B.A.), Finance, Marketing
Campbell Hall Episcopal High School 2005 — 2009
Michael Poisler Michael Poisler's Morgan Stanley Experience October 2000 - April 2006
Job Experienced .NET Developer
Industry Information Technology and Services
Experience
Genetec February 2011 - November 2011
Panasonic January 2009 - February 2011
Advanced Integration Security August 2007 - December 2008
B&H Security April 2006 - August 2007
Morgan Stanley October 2000 - April 2006
Smith Barney June 1998 - October 2000
Education
Fordham University 1997 — 2001
Computer Science
Genetec February 2011 - November 2011
Panasonic January 2009 - February 2011
Advanced Integration Security August 2007 - December 2008
B&H Security April 2006 - August 2007
Morgan Stanley October 2000 - April 2006
Smith Barney June 1998 - October 2000
Education
Fordham University 1997 — 2001
Computer Science
Dan Stusnick Dan Stusnick's Morgan Stanley Experience May 2012 - Present
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley May 2012 - Present
Barclays Capital May 2011 - May 2012
Credit Suisse September 2008 - April 2011
HSBC Bank USA N.A. February 2005 - August 2008
HSBC Bank USA February 2002 - February 2005
HSBC Bank USA January 1999 - January 2002
HSBC Securities January 1996 - January 1999
HSBC Securities January 1994 - January 1996
HSBC Bank USA November 1992 - January 1994
Smith Barney 1990 - November 1992
Skills
Six Sigma, Process Improvement, Capital Markets, Credit Risk, Continuous Improvement, Change Management, Strategic Planning, Client Onboarding, Coaching, Process Mapping, Business Analysis, Credit Analysis, Lean Sigma, Program Management, JMP, Process Simulation, Activity Based..., Operational Risk..., Operational Excellence, Business Process..., Offshoring, Fixed Income, Investment Banking, Middle Office, Business Process Mapping, Banking, Vendor Management, Management, Financial Risk, Hedge Funds, Portfolio Management, Operational Risk, FX Options, Back Office, KYC, AML, Strategy, Operations Management
Education
Six Sigma Qualtec 2002 — 2003
Black Belt
Fordham University 1984 — 1988
BS, Finance, Marketing
Chaminade H.S. 1980 — 1984
Morgan Stanley May 2012 - Present
Barclays Capital May 2011 - May 2012
Credit Suisse September 2008 - April 2011
HSBC Bank USA N.A. February 2005 - August 2008
HSBC Bank USA February 2002 - February 2005
HSBC Bank USA January 1999 - January 2002
HSBC Securities January 1996 - January 1999
HSBC Securities January 1994 - January 1996
HSBC Bank USA November 1992 - January 1994
Smith Barney 1990 - November 1992
Skills
Six Sigma, Process Improvement, Capital Markets, Credit Risk, Continuous Improvement, Change Management, Strategic Planning, Client Onboarding, Coaching, Process Mapping, Business Analysis, Credit Analysis, Lean Sigma, Program Management, JMP, Process Simulation, Activity Based..., Operational Risk..., Operational Excellence, Business Process..., Offshoring, Fixed Income, Investment Banking, Middle Office, Business Process Mapping, Banking, Vendor Management, Management, Financial Risk, Hedge Funds, Portfolio Management, Operational Risk, FX Options, Back Office, KYC, AML, Strategy, Operations Management
Education
Six Sigma Qualtec 2002 — 2003
Black Belt
Fordham University 1984 — 1988
BS, Finance, Marketing
Chaminade H.S. 1980 — 1984
Bryan Zabala Bryan Zabala's Morgan Stanley Experience June 2006 - November 2007
Job Operations Associate at Visium Asset Management
Industry Financial Services
Experience
Visium Asset Management July 2015 - Present
The Citco Group of Companies November 2013 - June 2015
Pamli Capital July 2012 - November 2013
GoldenTree Asset Management July 2010 - July 2012
Pharo Management December 2007 - July 2010
Morgan Stanley June 2006 - November 2007
Skills
Microsoft Excel, Microsoft Office, Bloomberg, Fixed Income, Equities, Hedge Funds, Derivatives, Finance, Asset Management, Valuation, Alternative Investments, Tradar, Investments, Capital Markets
Education
Fordham University 2002 — 2006
BS, Business Administration
Visium Asset Management July 2015 - Present
The Citco Group of Companies November 2013 - June 2015
Pamli Capital July 2012 - November 2013
GoldenTree Asset Management July 2010 - July 2012
Pharo Management December 2007 - July 2010
Morgan Stanley June 2006 - November 2007
Skills
Microsoft Excel, Microsoft Office, Bloomberg, Fixed Income, Equities, Hedge Funds, Derivatives, Finance, Asset Management, Valuation, Alternative Investments, Tradar, Investments, Capital Markets
Education
Fordham University 2002 — 2006
BS, Business Administration
Chirag Jethanandani's Morgan Stanley Experience June 2014 - August 2014
Job Associate at Long Ridge Partners
Industry Financial Services
Experience
Saint Francis Prep June 2011 - Present
Long Ridge Partners March 2015 - Present
United States Tennis Association August 2008 - September 2015
Solomon Page Group September 2014 - March 2015
Contego Deicing Solutions September 2014 - March 2015
Morgan Stanley June 2014 - August 2014
New York Mets March 2014 - July 2014
Deloitte January 2014 - March 2014
Star Toyota & Scion of Bayside March 2013 - December 2013
Attack September 2010 - September 2013
Skills
Leadership, Microsoft Office, Sales, Marketing, Time Management, PowerPoint, Microsoft Excel, Sports Marketing, Finance, Accounting, Social Media, Event Management, Sports Management, Social Networking, Social Media Marketing, Facebook, Management, Microsoft Word, Hindi, Brand Development, Bloomberg, Sports, Event Planning, Spanish, Tax, GoSystems, Market Research, Public Speaking, Financial Analysis, Customer Service, Public Relations, Marketing Strategy, Blogging, Financial Modeling, Relationship Marketing, Marketing Communications, Fundraising, Entrepreneurship, Consulting, Research, Teamwork, Analysis, Communication, Strategic Planning, Photoshop, Team Leadership, Investments, Auditing, US GAAP, Bloomberg Terminal
Education
Fordham University 2011 — 2015
Bachelor’s Degree, Finance, Economics
Saint Francis Preparatory High School 2007 — 2011
High School Diploma, Accounting and Finance
Saint Francis Prep June 2011 - Present
Long Ridge Partners March 2015 - Present
United States Tennis Association August 2008 - September 2015
Solomon Page Group September 2014 - March 2015
Contego Deicing Solutions September 2014 - March 2015
Morgan Stanley June 2014 - August 2014
New York Mets March 2014 - July 2014
Deloitte January 2014 - March 2014
Star Toyota & Scion of Bayside March 2013 - December 2013
Attack September 2010 - September 2013
Skills
Leadership, Microsoft Office, Sales, Marketing, Time Management, PowerPoint, Microsoft Excel, Sports Marketing, Finance, Accounting, Social Media, Event Management, Sports Management, Social Networking, Social Media Marketing, Facebook, Management, Microsoft Word, Hindi, Brand Development, Bloomberg, Sports, Event Planning, Spanish, Tax, GoSystems, Market Research, Public Speaking, Financial Analysis, Customer Service, Public Relations, Marketing Strategy, Blogging, Financial Modeling, Relationship Marketing, Marketing Communications, Fundraising, Entrepreneurship, Consulting, Research, Teamwork, Analysis, Communication, Strategic Planning, Photoshop, Team Leadership, Investments, Auditing, US GAAP, Bloomberg Terminal
Education
Fordham University 2011 — 2015
Bachelor’s Degree, Finance, Economics
Saint Francis Preparatory High School 2007 — 2011
High School Diploma, Accounting and Finance
David Sands David Sands's Morgan Stanley Experience March 2000 - November 2002
Job Available for opportunities Head of Global Data Services and Technology Strategy
Industry Financial Services
Experience
Citi January 2013 - February 2014
Citi 2009 - January 2013
Citi March 2005 - May 2009
Capco March 2004 - March 2005
Morgan Stanley March 2000 - November 2002
AllianceBernstein August 1998 - March 2000
Skills
Fixed Income, Process Improvement, Management, Training, Investments, Operational Excellence, Research, Analysis, CRM, Analytics, Equities, Capital Markets, Business Analysis, Financial Analysis, Project Management, Investment Banking, Financial Services
Education
Fordham University
Master of Business Administration (M.B.A.), Finance, General
Rutgers University-New Brunswick
Bachelor's degree, Economics
Citi January 2013 - February 2014
Citi 2009 - January 2013
Citi March 2005 - May 2009
Capco March 2004 - March 2005
Morgan Stanley March 2000 - November 2002
AllianceBernstein August 1998 - March 2000
Skills
Fixed Income, Process Improvement, Management, Training, Investments, Operational Excellence, Research, Analysis, CRM, Analytics, Equities, Capital Markets, Business Analysis, Financial Analysis, Project Management, Investment Banking, Financial Services
Education
Fordham University
Master of Business Administration (M.B.A.), Finance, General
Rutgers University-New Brunswick
Bachelor's degree, Economics
Alanna McShane Alanna McShane's Morgan Stanley Experience October 2006 - December 2007
Job Planner J.Crew
Industry Retail
Experience
J.Crew October 2014 - Present
J.Crew November 2012 - Present
Macy's January 2012 - November 2012
MACYS January 2010 - January 2012
ANN TAYLOR December 2007 - December 2009
Morgan Stanley October 2006 - December 2007
Skills
Marketing, Budgets, Marketing Strategy, PowerPoint, Social Media Marketing, Social Networking, Teamwork, Microsoft Office, Social Media, Financial Reporting, Retail, Forecasting, Competitive Analysis, Sales, Pricing
Education
Fordham University 2002 — 2006
Bachelor of Science, Business Administration; Marketing
J.Crew October 2014 - Present
J.Crew November 2012 - Present
Macy's January 2012 - November 2012
MACYS January 2010 - January 2012
ANN TAYLOR December 2007 - December 2009
Morgan Stanley October 2006 - December 2007
Skills
Marketing, Budgets, Marketing Strategy, PowerPoint, Social Media Marketing, Social Networking, Teamwork, Microsoft Office, Social Media, Financial Reporting, Retail, Forecasting, Competitive Analysis, Sales, Pricing
Education
Fordham University 2002 — 2006
Bachelor of Science, Business Administration; Marketing
Alexandra Christensen Alexandra Christensen's Morgan Stanley Experience January 2006 - May 2007
Job Vice President, Equity Prime Brokerage at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan February 2014 - Present
J.P. Morgan February 2011 - January 2014
J.P. Morgan July 2007 - January 2011
Morgan Stanley January 2006 - May 2007
Skills
Series 7, Series 24
Education
Fordham University 2004 — 2007
Finance, Economics
J.P. Morgan February 2014 - Present
J.P. Morgan February 2011 - January 2014
J.P. Morgan July 2007 - January 2011
Morgan Stanley January 2006 - May 2007
Skills
Series 7, Series 24
Education
Fordham University 2004 — 2007
Finance, Economics
Daniel McHugh Daniel McHugh's Morgan Stanley Experience May 1996 - May 2003
Job Bridgewater Associates
Industry Financial Services
Experience
Bridgewater Associates February 2012 - Present
Credit Suisse May 2003 - January 2012
Morgan Stanley May 1996 - May 2003
Lehman Brothers 1986 - 1996
KPMG July 1977 - June 1986
Education
Fordham University 1973 — 1977
Bachelor of Science, Accounting & Information Systems
Bridgewater Associates February 2012 - Present
Credit Suisse May 2003 - January 2012
Morgan Stanley May 1996 - May 2003
Lehman Brothers 1986 - 1996
KPMG July 1977 - June 1986
Education
Fordham University 1973 — 1977
Bachelor of Science, Accounting & Information Systems
John J. Flading's Morgan Stanley Experience 2000 - 2005
Job CEO and President SwingAway Sports Products Inc.
Industry Sporting Goods
Experience
SwingAway Sports Products, Inc. February 2008 - Present
Titan Sports Group, LLC. February 2007 - Present
Swing X-Treme LLC September 2007 - December 2010
Deutsche Bank of the Americas April 2005 - May 2010
Morgan Stanley 2000 - 2005
Bankers Trust August 1998 - February 2000
Alex Brown & Sons July 1992 - August 1998
Lehman Brothers November 1988 - July 1992
Drexel Burnham Lambert September 1986 - November 1988
U.S. Lines Inc. 1982 - 1986
Skills
Sports, Marketing, Leadership, Sales, Business Planning, Sports Marketing, Strategic Planning, Marketing Strategy, Baseball, Entrepreneurship, Sports Management, Social Media, Business Strategy, Coaching, New Business Development, Event Management, Management, Strategic Partnerships, Sponsorship, Forecasting, Social Media Marketing, Finance, Start-ups, Sporting Goods, P&L Management, Training, Social Networking, Venture Capital, Public Relations, Strategy, Team Building, Sponsorship Sales, Small Business, Business Development, Competitive Analysis, Football, Customer Service, Fundraising, Mergers, Investments, Executive Management, Product Marketing, Sales Management, Time Management, Contract Negotiation, Mergers & Acquisitions, Marketing Communications, Program Management, Asset Managment, Financial Reporting
Education
Fordham University 1978 — 1982
BS, Marketing/Finance
Peters Township High School 1974 — 1978
SwingAway Sports Products, Inc. February 2008 - Present
Titan Sports Group, LLC. February 2007 - Present
Swing X-Treme LLC September 2007 - December 2010
Deutsche Bank of the Americas April 2005 - May 2010
Morgan Stanley 2000 - 2005
Bankers Trust August 1998 - February 2000
Alex Brown & Sons July 1992 - August 1998
Lehman Brothers November 1988 - July 1992
Drexel Burnham Lambert September 1986 - November 1988
U.S. Lines Inc. 1982 - 1986
Skills
Sports, Marketing, Leadership, Sales, Business Planning, Sports Marketing, Strategic Planning, Marketing Strategy, Baseball, Entrepreneurship, Sports Management, Social Media, Business Strategy, Coaching, New Business Development, Event Management, Management, Strategic Partnerships, Sponsorship, Forecasting, Social Media Marketing, Finance, Start-ups, Sporting Goods, P&L Management, Training, Social Networking, Venture Capital, Public Relations, Strategy, Team Building, Sponsorship Sales, Small Business, Business Development, Competitive Analysis, Football, Customer Service, Fundraising, Mergers, Investments, Executive Management, Product Marketing, Sales Management, Time Management, Contract Negotiation, Mergers & Acquisitions, Marketing Communications, Program Management, Asset Managment, Financial Reporting
Education
Fordham University 1978 — 1982
BS, Marketing/Finance
Peters Township High School 1974 — 1978
Shannon Dresch Shannon Dresch's Morgan Stanley Experience March 2010 - Present
Job
Industry Capital Markets
Experience
Morgan Stanley March 2010 - Present
Lehman Brothers Holding Inc February 2009 - March 2010
Lehman Brothers May 2007 - November 2008
Citigroup February 2006 - May 2007
Verizon July 2002 - February 2006
Skills
Forecasting, Strategy, Equities, Derivatives, Management, Financial Modeling, Capital Markets, Valuation, Finance, Fixed Income, Financial Analysis, Analysis
Education
Fordham Gabelli School of Business 2005 — 2007
MBA
Villanova University 1998 — 2002
BA
Morgan Stanley March 2010 - Present
Lehman Brothers Holding Inc February 2009 - March 2010
Lehman Brothers May 2007 - November 2008
Citigroup February 2006 - May 2007
Verizon July 2002 - February 2006
Skills
Forecasting, Strategy, Equities, Derivatives, Management, Financial Modeling, Capital Markets, Valuation, Finance, Fixed Income, Financial Analysis, Analysis
Education
Fordham Gabelli School of Business 2005 — 2007
MBA
Villanova University 1998 — 2002
BA
David Cosner David Cosner's Morgan Stanley Experience September 2014 - May 2015
Job Business Development Intern at DoSomething.org
Industry Management Consulting
Experience
Do Something September 2015 - Present
Laidlaw & Company UK Ltd. June 2015 - Present
Morgan Stanley September 2014 - May 2015
Educational Testing Service (ETS) July 2014 - August 2014
First Federal of Bucks County June 2014 - July 2014
Education
Fordham University 2012 — 2016
B.A. of Economics. Minors in Sustainable Business and Business Administration, Economics
Do Something September 2015 - Present
Laidlaw & Company UK Ltd. June 2015 - Present
Morgan Stanley September 2014 - May 2015
Educational Testing Service (ETS) July 2014 - August 2014
First Federal of Bucks County June 2014 - July 2014
Education
Fordham University 2012 — 2016
B.A. of Economics. Minors in Sustainable Business and Business Administration, Economics
Sean Coari's Morgan Stanley Experience June 2014 - September 2014
Job Forensic and Litigation Summer Consultant at FTI Consulting
Industry Management Consulting
Experience
Compass Partners September 2012 - Present
FTI Consulting May 2015 - August 2015
City of New York February 2015 - May 2015
Advicorp PLC September 2014 - December 2014
Morgan Stanley June 2014 - September 2014
The International Academy of Television Arts & Sciences January 2014 - May 2014
BMG Models and Talent Agency September 2013 - December 2013
BMG Models and Talent Agency June 2013 - August 2013
Central Grocers, Inc. 2010 - August 2013
See With One's Heart June 2011 - July 2011
Skills
Microsoft Excel, Financial Analysis, Risk Management, Teamwork, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Social Media Marketing, Financial Modeling, Economics, Leadership
Education
Fordham University 2012 — 2016
Finance and Economics
University of Southern California 2011 — 2011
Arts, Entertainment, and Media Management
Benet Academy 2008 — 2012
Università di Temple Roma 2014 — 2014
Finance and Economics
Compass Partners September 2012 - Present
FTI Consulting May 2015 - August 2015
City of New York February 2015 - May 2015
Advicorp PLC September 2014 - December 2014
Morgan Stanley June 2014 - September 2014
The International Academy of Television Arts & Sciences January 2014 - May 2014
BMG Models and Talent Agency September 2013 - December 2013
BMG Models and Talent Agency June 2013 - August 2013
Central Grocers, Inc. 2010 - August 2013
See With One's Heart June 2011 - July 2011
Skills
Microsoft Excel, Financial Analysis, Risk Management, Teamwork, Microsoft Office, Microsoft Word, Customer Service, PowerPoint, Social Media Marketing, Financial Modeling, Economics, Leadership
Education
Fordham University 2012 — 2016
Finance and Economics
University of Southern California 2011 — 2011
Arts, Entertainment, and Media Management
Benet Academy 2008 — 2012
Università di Temple Roma 2014 — 2014
Finance and Economics
Andrew Hendrickson's Morgan Stanley Experience May 2012 - May 2013
Job Business Graduate at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters August 2015 - Present
Steward Partners Global Advisory, Raymond James Financial Services June 2014 - August 2015
Financial Services (Self Employed) August 2013 - August 2014
Morgan Stanley Wealth Management May 2012 - June 2014
Roxbury Swim and Tennis Club June 2008 - June 2013
Morgan Stanley May 2012 - May 2013
Skills
Cold Calling, Eagle Scout, Team Leadership, Microsoft Office, Microsoft Word, Public Speaking, Research, Bloomberg Terminal, Stock Market, Series 7, Microsoft Excel, Pay Close Attention to..., SPSS, Sales Prospecting, Detailed Organization, Speech Writing, Writing, Boy Scouts, Swimmer, Scuba Diving, First Aid, Cpr Certified, Wilderness First Aid, AED, Sailing, Navigation, Survival Training, Typing, Driving License, Driving Performance, Boxing
Education
Fordham University 2011 — 2015
Major: Applied Accounting and Finance; Minor: in Economics, Accounting, Finance and Economics, Graduate
Thomson Reuters August 2015 - Present
Steward Partners Global Advisory, Raymond James Financial Services June 2014 - August 2015
Financial Services (Self Employed) August 2013 - August 2014
Morgan Stanley Wealth Management May 2012 - June 2014
Roxbury Swim and Tennis Club June 2008 - June 2013
Morgan Stanley May 2012 - May 2013
Skills
Cold Calling, Eagle Scout, Team Leadership, Microsoft Office, Microsoft Word, Public Speaking, Research, Bloomberg Terminal, Stock Market, Series 7, Microsoft Excel, Pay Close Attention to..., SPSS, Sales Prospecting, Detailed Organization, Speech Writing, Writing, Boy Scouts, Swimmer, Scuba Diving, First Aid, Cpr Certified, Wilderness First Aid, AED, Sailing, Navigation, Survival Training, Typing, Driving License, Driving Performance, Boxing
Education
Fordham University 2011 — 2015
Major: Applied Accounting and Finance; Minor: in Economics, Accounting, Finance and Economics, Graduate
Christine Campbell Christine Campbell's Morgan Stanley Experience June 2012 - August 2012
Job Associate Account Manager at Adobe
Industry Marketing and Advertising
Experience
Adobe June 2014 - Present
New York Institute of Technology November 2013 - May 2014
Drive Action Digital, LLC September 2013 - May 2014
Morgan Stanley June 2012 - August 2012
Pearson Education June 2011 - August 2011
Coughlan Products LLC July 2010 - August 2010
Skills
Research, Marketing, PowerPoint, Social Media, Fundraising, Microsoft Excel, Facebook, Social Media Marketing, Microsoft Office, Management, Public Speaking, Social Networking, Event Planning, Sales, WordPress, SEM, SEO copywriting, Music, Editing, Teaching, Event Management, Databases, Time Management, Google Adwords
Education
Fordham University 2009 — 2013
Bachelor of Arts, Economics; Business Administration
The University of Granada 2010 — 2010
Adobe June 2014 - Present
New York Institute of Technology November 2013 - May 2014
Drive Action Digital, LLC September 2013 - May 2014
Morgan Stanley June 2012 - August 2012
Pearson Education June 2011 - August 2011
Coughlan Products LLC July 2010 - August 2010
Skills
Research, Marketing, PowerPoint, Social Media, Fundraising, Microsoft Excel, Facebook, Social Media Marketing, Microsoft Office, Management, Public Speaking, Social Networking, Event Planning, Sales, WordPress, SEM, SEO copywriting, Music, Editing, Teaching, Event Management, Databases, Time Management, Google Adwords
Education
Fordham University 2009 — 2013
Bachelor of Arts, Economics; Business Administration
The University of Granada 2010 — 2010
Jose Payamps Jose Payamps's Morgan Stanley Experience December 1997 - Present
Job VP at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley December 1997 - Present
Payamps Consulting - 1991 - 1999 1991 - 1999
Fordham University October 1987 - December 1997
Skills
Fixed Income, Capital Markets, Wealth Management, Equities, Securities, Series 7, Trading Systems, Series 63, Derivatives, Risk Management, Financial Services, Hedge Funds, Bloomberg, Investments, Portfolio Management
Education
Fordham University 1984 — 1989
BS, Computer Science
Morgan Stanley December 1997 - Present
Payamps Consulting - 1991 - 1999 1991 - 1999
Fordham University October 1987 - December 1997
Skills
Fixed Income, Capital Markets, Wealth Management, Equities, Securities, Series 7, Trading Systems, Series 63, Derivatives, Risk Management, Financial Services, Hedge Funds, Bloomberg, Investments, Portfolio Management
Education
Fordham University 1984 — 1989
BS, Computer Science
Michael Dansbury Michael Dansbury's Morgan Stanley Experience January 2009 - July 2009
Job Sr. Product Marketing Mgr (Big Data) at AT&T
Industry Higher Education
Experience
AT&T February 2014 - Present
AT&T March 2013 - February 2014
AT&T May 2012 - March 2013
AT&T July 2011 - May 2012
The Haas School of Business August 2009 - May 2011
Cisco Systems April 2010 - August 2010
Morgan Stanley January 2009 - July 2009
Bear Stearns 2004 - 2008
Skills
Financial Analysis, Competitive Analysis, Cross-functional Team..., Strategy, Management, Entrepreneurship, Financial Modeling, Business Strategy, Analysis, Project Management, Leadership, CRM, Enterprise Software, Sales, Product Marketing, Strategic Planning
Education
University of California, Berkeley, Haas School of Business 2009 — 2011
MBA, Technology and Entrepreneurship
Fordham University 2000 — 2004
Bachelor of Science in Business Administration, New Media / Finance
AT&T February 2014 - Present
AT&T March 2013 - February 2014
AT&T May 2012 - March 2013
AT&T July 2011 - May 2012
The Haas School of Business August 2009 - May 2011
Cisco Systems April 2010 - August 2010
Morgan Stanley January 2009 - July 2009
Bear Stearns 2004 - 2008
Skills
Financial Analysis, Competitive Analysis, Cross-functional Team..., Strategy, Management, Entrepreneurship, Financial Modeling, Business Strategy, Analysis, Project Management, Leadership, CRM, Enterprise Software, Sales, Product Marketing, Strategic Planning
Education
University of California, Berkeley, Haas School of Business 2009 — 2011
MBA, Technology and Entrepreneurship
Fordham University 2000 — 2004
Bachelor of Science in Business Administration, New Media / Finance
David Schlett's Morgan Stanley Experience March 2008 - October 2008
Job Senior Contract Analyst at Bayer Healthcare
Industry Hospital & Health Care
Experience
Bayer Healthcare August 2012 - Present
Medco July 2009 - August 2012
E*TRADE Financial December 2008 - June 2009
Morgan Stanley March 2008 - October 2008
Morgan Stanley August 2006 - October 2008
Morgan Stanley August 2006 - March 2008
Education
Fordham University 2006 — 2007
Bachelor of Science in Business Administration, Finance
Bayer Healthcare August 2012 - Present
Medco July 2009 - August 2012
E*TRADE Financial December 2008 - June 2009
Morgan Stanley March 2008 - October 2008
Morgan Stanley August 2006 - October 2008
Morgan Stanley August 2006 - March 2008
Education
Fordham University 2006 — 2007
Bachelor of Science in Business Administration, Finance
Roland Voyages Roland Voyages's Morgan Stanley Experience 2009 - 2010
Job Sr. Change Manager at Bank of America
Industry Information Technology and Services
Experience
Bank of America August 2011 - Present
Apollo Management 2010 - July 2011
Morgan Stanley 2009 - 2010
Fairfield Greenwich Group March 2007 - December 2008
Artisan Partners Limited Partnership September 2005 - September 2006
Commerzbank Capital Markets Corp October 1998 - May 2005
Bank of America July 1987 - September 1998
Skills
Options, Management, Investment Banking, Alternative Investments, Derivatives, IT Solutions, IT Strategy, Project Management, Program Management..., Excel, PowerPoint, Visio, Microsoft Project, Risk Management, Data Center, Program Management, Integration, Banking, Disaster Recovery
Education
NYU Polytechnic University 1984 — 1986
MS, Information Technology Management, 3.5
Fordham University
BS, Accounting & Finance
Bank of America August 2011 - Present
Apollo Management 2010 - July 2011
Morgan Stanley 2009 - 2010
Fairfield Greenwich Group March 2007 - December 2008
Artisan Partners Limited Partnership September 2005 - September 2006
Commerzbank Capital Markets Corp October 1998 - May 2005
Bank of America July 1987 - September 1998
Skills
Options, Management, Investment Banking, Alternative Investments, Derivatives, IT Solutions, IT Strategy, Project Management, Program Management..., Excel, PowerPoint, Visio, Microsoft Project, Risk Management, Data Center, Program Management, Integration, Banking, Disaster Recovery
Education
NYU Polytechnic University 1984 — 1986
MS, Information Technology Management, 3.5
Fordham University
BS, Accounting & Finance
Tony Munyoro's Morgan Stanley Experience July 2015 - Present
Job Finance
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Transcapital International Partners May 2014 - March 2015
Northwestern Mutual January 2014 - March 2014
Ommi & Associates August 2013 - November 2013
UN Women September 2012 - May 2013
Forex Signs Inc. April 2012 - September 2012
Systel Business Equipment November 2007 - December 2010
Skills
Management, Accounting, Project Management, Strategic Financial..., Financial Analysis, Financial Reporting, Fundraising, Mutual Funds, Analysis, Finance, Investments, Financial Services, Risk Management, Needs Analysis, Retirement Planning, Estate Planning, Consultative Approach, Sales, Cross-cultural..., Debt Management, Analytics, Negotiation, Investment Banking, Brokerage, Deal Sourcing, Securities Offerings, Regulatory Requirements, Compliance, Corporate Finance, Microsoft Excel
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Finance
Morgan Stanley July 2015 - Present
Transcapital International Partners May 2014 - March 2015
Northwestern Mutual January 2014 - March 2014
Ommi & Associates August 2013 - November 2013
UN Women September 2012 - May 2013
Forex Signs Inc. April 2012 - September 2012
Systel Business Equipment November 2007 - December 2010
Skills
Management, Accounting, Project Management, Strategic Financial..., Financial Analysis, Financial Reporting, Fundraising, Mutual Funds, Analysis, Finance, Investments, Financial Services, Risk Management, Needs Analysis, Retirement Planning, Estate Planning, Consultative Approach, Sales, Cross-cultural..., Debt Management, Analytics, Negotiation, Investment Banking, Brokerage, Deal Sourcing, Securities Offerings, Regulatory Requirements, Compliance, Corporate Finance, Microsoft Excel
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA), Finance
Brian Michael Bosserman Brian Michael Bosserman's Morgan Stanley Experience 1996 - 2001
Job Nonprofit Management
Industry Nonprofit Organization Management
Experience
Human Rights Campaign June 2011 - Present
Encore Nationwide 2010 - Present
Hispanic Flamenco Ballet Ensemble, Inc. d/b/a Arts and Dance Company 2013 - 2015
Fordham University 2008 - 2015
1015 LLC d/b/a Mix Menswear April 2012 - August 2012
Survey Resource Center February 2009 - September 2009
STEEL CITY PRODUCTIONS 2001 - 2008
Morgan Stanley 1996 - 2001
Lloyds Bank 1994 - 1996
Bank of Ireland 1990 - 1996
Skills
Economics, Marketing Research, Microsoft Office, HIPAA, Product Management, Accounting, Banking, Event Management, Fundraising, Grant Writing, Healthcare, Negotiation, Non-profits, Operations Management, Photography, Public Relations, Market Research, Spanish, Customer Service, Strategic Planning, Telecommunications, Vendor Management, VoIP, Scuba Diving, Cultural Diversity, Military Affairs, Managerial Finance, Planning Budgeting &..., Nonprofits, Portfolio Management, Investment Banking, Volunteer Management, Sales, Advertising, Leadership, Marketing, Budgets, Brand Development, Capital Markets, Training, Business Development, Marketing Strategy, Program Management, Analysis, Social Networking, Social Media Marketing, Project Management, Marketing Management, Event Planning, Marketing Communications
Education
Fordham University
Bachelor of Science, Economics and Accounting
New York University
Completed Investment & Financial Planning courses with 4.0 GPA towards the CFP, Certified Financial Planner
Peters Township High School
Diploma, Pre-College/Business
Human Rights Campaign June 2011 - Present
Encore Nationwide 2010 - Present
Hispanic Flamenco Ballet Ensemble, Inc. d/b/a Arts and Dance Company 2013 - 2015
Fordham University 2008 - 2015
1015 LLC d/b/a Mix Menswear April 2012 - August 2012
Survey Resource Center February 2009 - September 2009
STEEL CITY PRODUCTIONS 2001 - 2008
Morgan Stanley 1996 - 2001
Lloyds Bank 1994 - 1996
Bank of Ireland 1990 - 1996
Skills
Economics, Marketing Research, Microsoft Office, HIPAA, Product Management, Accounting, Banking, Event Management, Fundraising, Grant Writing, Healthcare, Negotiation, Non-profits, Operations Management, Photography, Public Relations, Market Research, Spanish, Customer Service, Strategic Planning, Telecommunications, Vendor Management, VoIP, Scuba Diving, Cultural Diversity, Military Affairs, Managerial Finance, Planning Budgeting &..., Nonprofits, Portfolio Management, Investment Banking, Volunteer Management, Sales, Advertising, Leadership, Marketing, Budgets, Brand Development, Capital Markets, Training, Business Development, Marketing Strategy, Program Management, Analysis, Social Networking, Social Media Marketing, Project Management, Marketing Management, Event Planning, Marketing Communications
Education
Fordham University
Bachelor of Science, Economics and Accounting
New York University
Completed Investment & Financial Planning courses with 4.0 GPA towards the CFP, Certified Financial Planner
Peters Township High School
Diploma, Pre-College/Business
Claudia Pak Claudia Pak's Morgan Stanley Experience 2006 - 2008
Job Licensed Real Estate Salesperson at Keller Williams
Industry Program Development
Experience
Keller Williams 2015 - Present
The Korea Society January 2010 - 2015
Avon 2008 - 2010
Morgan Stanley 2006 - 2008
Skills
Event Planning, Nonprofits, Community Outreach, Fundraising, International Relations, Public Policy, Business Development, Strategy, Social Media, Spanish, Public Relations, Public Speaking, Research, Editing
Education
Fordham University
Bachelor of Science (BS), Double Major in Finance and Marketing
Colegio Nacional de Buenos Aires
Keller Williams 2015 - Present
The Korea Society January 2010 - 2015
Avon 2008 - 2010
Morgan Stanley 2006 - 2008
Skills
Event Planning, Nonprofits, Community Outreach, Fundraising, International Relations, Public Policy, Business Development, Strategy, Social Media, Spanish, Public Relations, Public Speaking, Research, Editing
Education
Fordham University
Bachelor of Science (BS), Double Major in Finance and Marketing
Colegio Nacional de Buenos Aires
Angelika J. Condon Angelika J. Condon's Morgan Stanley Experience August 2014 - Present
Job Investor Services Representative
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Credit Suisse March 2008 - September 2010
Moodys Investor Services June 2007 - December 2007
STANDARD AMERICAS, INC May 2006 - December 2006
ICT Poland 2001 - 2001
Skills
Credit, Analysis, Data Analysis, Loans, Financial Risk, Capital Markets, Bloomberg, Investment Banking, Valuation, CRM, Financial Modeling, Derivatives, Structured Products, Equities, Financial Analysis, Hedge Funds
Education
Uniwersytet im. Adama Mickiewicza w Poznaniu 1998 — 2003
Master of Arts (M.A.), Russian and English Philology
Fordham University 2004 — 2006
MA, International Political Economy and Development - IPED
Harvard Business School
Finance and Spreadsheet Modeling courses
1998 — 2003
MA, English and Russian Philology - mgr Filologia Rosyjska, mgr Filologia Angielska
Morgan Stanley August 2014 - Present
Credit Suisse March 2008 - September 2010
Moodys Investor Services June 2007 - December 2007
STANDARD AMERICAS, INC May 2006 - December 2006
ICT Poland 2001 - 2001
Skills
Credit, Analysis, Data Analysis, Loans, Financial Risk, Capital Markets, Bloomberg, Investment Banking, Valuation, CRM, Financial Modeling, Derivatives, Structured Products, Equities, Financial Analysis, Hedge Funds
Education
Uniwersytet im. Adama Mickiewicza w Poznaniu 1998 — 2003
Master of Arts (M.A.), Russian and English Philology
Fordham University 2004 — 2006
MA, International Political Economy and Development - IPED
Harvard Business School
Finance and Spreadsheet Modeling courses
1998 — 2003
MA, English and Russian Philology - mgr Filologia Rosyjska, mgr Filologia Angielska
Dexter Neblett Dexter Neblett's Morgan Stanley Experience January 2004 - July 2004
Job Sales Agent at Bond Real Estate New York Condo, Coop and Home Sales & Rentals
Industry Real Estate
Experience
Bond Real Estate - New York Condo, Co-op and Home Sales & Rentals January 2011 - Present
Bond New York Properties, LLC January 2011 - Present
UniCredit Group July 2004 - December 2010
Morgan Stanley January 2004 - July 2004
Bayerische Hypo-und Verinsbank September 2001 - December 2003
Skills
Account Management, Social Media, Microsoft Office, Real Estate, Customer Service, Real Estate Development, Marketing Strategy, Contract Negotiation, New Business Development, Marketing, Condos, Social Media Marketing, Sales Management, Budgets, Business Development, Leadership, Analysis, Credit, Management, Portfolio Management, Sales
Education
New York Real Estate Institute
The New School
Web Development
Fordham University
B.S, Economics
Bond Real Estate - New York Condo, Co-op and Home Sales & Rentals January 2011 - Present
Bond New York Properties, LLC January 2011 - Present
UniCredit Group July 2004 - December 2010
Morgan Stanley January 2004 - July 2004
Bayerische Hypo-und Verinsbank September 2001 - December 2003
Skills
Account Management, Social Media, Microsoft Office, Real Estate, Customer Service, Real Estate Development, Marketing Strategy, Contract Negotiation, New Business Development, Marketing, Condos, Social Media Marketing, Sales Management, Budgets, Business Development, Leadership, Analysis, Credit, Management, Portfolio Management, Sales
Education
New York Real Estate Institute
The New School
Web Development
Fordham University
B.S, Economics
Brian McCullough Brian McCullough's Morgan Stanley Experience January 2003 - December 2004
Job Retirement Specialist at Paychex
Industry Financial Services
Experience
Paychex May 2014 - Present
AmeriSave Mortgage Corporation December 2011 - February 2014
American Equity Mortgage May 2008 - December 2011
East Coast Mortgage and Financial Solutions January 2005 - May 2008
Morgan Stanley January 2003 - December 2004
Credit Suisse May 2000 - December 2003
Skills
Competitive Analysis, Leadership, Sales, Finance, B2B
Education
Fordham University 1997 — 2001
BS, Communication, General
Paychex May 2014 - Present
AmeriSave Mortgage Corporation December 2011 - February 2014
American Equity Mortgage May 2008 - December 2011
East Coast Mortgage and Financial Solutions January 2005 - May 2008
Morgan Stanley January 2003 - December 2004
Credit Suisse May 2000 - December 2003
Skills
Competitive Analysis, Leadership, Sales, Finance, B2B
Education
Fordham University 1997 — 2001
BS, Communication, General
Dr. Linda P. Dowdell Dr. Linda P. Dowdell's Morgan Stanley Experience April 2008 - January 2010
Job COO BMO/PMO at UBS
Industry Financial Services
Experience
UBS August 2014 - Present
Project Management Solutions, LLC June 2014 - Present
Bridgewater Associates April 2014 - June 2014
JPMorgan Chase, Global Compliance November 2012 - March 2014
Standard and Poor's November 2010 - November 2012
Credit Suisse April 2010 - November 2010
Morgan Stanley April 2008 - January 2010
PRNewwire 2008 - 2008
UBS 2007 - 2007
JPMorgan Chase 1999 - 2005
Skills
Vendor Management, PMP, PMO, SDLC, Project Portfolio..., Program Management, Business Analysis, Risk Management, Project Management, Process Improvement, IT Strategy, Portfolio Management, Software Project..., SharePoint, Requirements Analysis, Governance, Senior Program..., PMO set-up, PMO Services, PMO Design, PMO Development, Enterprise Portfolio..., Programme Office, Analysis, Agile Methodologies, Banking, Project Planning, Leadership, Requirements Gathering, Business Process...
Education
University of Phoenix 2009 — 2014
DBA, Doctor of Business Administration, 3.82
University of Phoenix 2002 — 2004
MBA, Master of Business Administration
Polytechnic University 1992 — 1994
MS, Master Telecommunications & Computing Management
Fordham University
BS, Computer Systems & Management
UBS August 2014 - Present
Project Management Solutions, LLC June 2014 - Present
Bridgewater Associates April 2014 - June 2014
JPMorgan Chase, Global Compliance November 2012 - March 2014
Standard and Poor's November 2010 - November 2012
Credit Suisse April 2010 - November 2010
Morgan Stanley April 2008 - January 2010
PRNewwire 2008 - 2008
UBS 2007 - 2007
JPMorgan Chase 1999 - 2005
Skills
Vendor Management, PMP, PMO, SDLC, Project Portfolio..., Program Management, Business Analysis, Risk Management, Project Management, Process Improvement, IT Strategy, Portfolio Management, Software Project..., SharePoint, Requirements Analysis, Governance, Senior Program..., PMO set-up, PMO Services, PMO Design, PMO Development, Enterprise Portfolio..., Programme Office, Analysis, Agile Methodologies, Banking, Project Planning, Leadership, Requirements Gathering, Business Process...
Education
University of Phoenix 2009 — 2014
DBA, Doctor of Business Administration, 3.82
University of Phoenix 2002 — 2004
MBA, Master of Business Administration
Polytechnic University 1992 — 1994
MS, Master Telecommunications & Computing Management
Fordham University
BS, Computer Systems & Management
Daniel P. Reilly Daniel P. Reilly's Morgan Stanley Experience March 2015 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Bank of America Merrill Lynch April 2011 - February 2015
UBS September 2007 - April 2011
The GMS Group May 2006 - September 2007
Skills
Investments, Series 7, Wealth Management, Mutual Funds, Series 63, Equities, Finance, Fixed Income, Retirement Planning, Insurance, Private Equity, Alternative Investments, Investment Strategies, Securities, 401k Rollovers, Fixed Annuities, Bonds, Bloomberg, Risk Management, Structured Products, Mortgage Lending, Trading, Portfolio Management, Variable Annuities, Personal Financial..., Holistic Financial..., Networking, Tax-advantaged..., Alternative Investment..., Structured Notes, Employee Stock Options
Education
Fordham University 1998 — 2003
BS, Finance, Business Communications
Morgan Stanley March 2015 - Present
Bank of America Merrill Lynch April 2011 - February 2015
UBS September 2007 - April 2011
The GMS Group May 2006 - September 2007
Skills
Investments, Series 7, Wealth Management, Mutual Funds, Series 63, Equities, Finance, Fixed Income, Retirement Planning, Insurance, Private Equity, Alternative Investments, Investment Strategies, Securities, 401k Rollovers, Fixed Annuities, Bonds, Bloomberg, Risk Management, Structured Products, Mortgage Lending, Trading, Portfolio Management, Variable Annuities, Personal Financial..., Holistic Financial..., Networking, Tax-advantaged..., Alternative Investment..., Structured Notes, Employee Stock Options
Education
Fordham University 1998 — 2003
BS, Finance, Business Communications
Daniel Greco's Morgan Stanley Experience October 2014 - Present
Job WM AML Investigations Analyst at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley October 2014 - Present
Beck Liebman Petrone, P.C. May 2013 - May 2014
Nestle Nutrition North America January 2014 - April 2014
Yonkers District Attorney's Office September 2013 - November 2013
Monmouth County Prosecutor's Office June 2012 - August 2012
Fordham University August 2010 - May 2011
Greco Associates May 2009 - August 2010
DMA May 2008 - August 2008
Susan G. Komen for the Cure May 2007 - June 2007
Morristown Beard School May 2004 - August 2006
Skills
Leadership, Microsoft Office, Research, Facebook, PowerPoint, Public Speaking, Recruiting, Microsoft Excel, Microsoft Word, Marketing Strategy, Social Media Marketing, Social Media
Education
Pace University School of Law 2011 — 2014
Doctor of Law (J.D.), Certificate of Concentration in International Law
Fordham University 2007 — 2011
Bachelor of Science (BS), Concentration in Marketing, Minor in Business Law
Morgan Stanley October 2014 - Present
Beck Liebman Petrone, P.C. May 2013 - May 2014
Nestle Nutrition North America January 2014 - April 2014
Yonkers District Attorney's Office September 2013 - November 2013
Monmouth County Prosecutor's Office June 2012 - August 2012
Fordham University August 2010 - May 2011
Greco Associates May 2009 - August 2010
DMA May 2008 - August 2008
Susan G. Komen for the Cure May 2007 - June 2007
Morristown Beard School May 2004 - August 2006
Skills
Leadership, Microsoft Office, Research, Facebook, PowerPoint, Public Speaking, Recruiting, Microsoft Excel, Microsoft Word, Marketing Strategy, Social Media Marketing, Social Media
Education
Pace University School of Law 2011 — 2014
Doctor of Law (J.D.), Certificate of Concentration in International Law
Fordham University 2007 — 2011
Bachelor of Science (BS), Concentration in Marketing, Minor in Business Law
Christopher Staudt Christopher Staudt's Morgan Stanley Experience September 2008 - Present
Job EM Credit Trader, VP
Industry Financial Services
Experience
Morgan Stanley September 2008 - Present
Skills
Financial Analysis, Research, Financial Modeling, Microsoft Office, Sales, Investments, Finance, Microsoft Word, Bloomberg, Marketing
Education
Fordham University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Iona Preparatory School 2000 — 2004
Morgan Stanley September 2008 - Present
Skills
Financial Analysis, Research, Financial Modeling, Microsoft Office, Sales, Investments, Finance, Microsoft Word, Bloomberg, Marketing
Education
Fordham University 2004 — 2008
Bachelor of Science (B.S.), Finance, General
Iona Preparatory School 2000 — 2004
Katerina Yovchev Katerina Yovchev's Morgan Stanley Experience May 2008 - September 2011
Job Associate, Enterprise Valuation Group at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse March 2015 - Present
KPMG US January 2014 - February 2015
BDO USA, LLP April 2013 - December 2013
Morgan Stanley May 2008 - September 2011
Morgan Stanley October 2007 - May 2008
Citi 2007 - 2007
Skills
Valuation, Portfolio Management, Portfolio Optimization, DCF Valuation, SPSS, SAS, Argus Modeling, Venture Capital, Quantitative Research, Bloomberg Terminal, Leveraged Finance, SWOT analysis, SharePoint, Financial Statement..., Westlaw, Lexis, Syndications, Loan Servicing, LBO, Investment Strategies, Due Diligence, Risk Management, Employee Training, Investment Management, Return on Investment..., Pricing Analysis, Quantitative Analytics, Market Research, Investment Research
Education
Fordham University 2010 — 2012
MBA, Finance, 3.9
Seinäjoen ammattikorkeakoulu 2005 — 2006
Erasmus Exchange Program, International Economics
Ikonomièeski universitet, Varna 2002 — 2006
Bachelor, International Economics, 3.7
Fulbright International Summer Institute 2005 — 2005
Vth Language School 1997 — 2002
English and German
Credit Suisse March 2015 - Present
KPMG US January 2014 - February 2015
BDO USA, LLP April 2013 - December 2013
Morgan Stanley May 2008 - September 2011
Morgan Stanley October 2007 - May 2008
Citi 2007 - 2007
Skills
Valuation, Portfolio Management, Portfolio Optimization, DCF Valuation, SPSS, SAS, Argus Modeling, Venture Capital, Quantitative Research, Bloomberg Terminal, Leveraged Finance, SWOT analysis, SharePoint, Financial Statement..., Westlaw, Lexis, Syndications, Loan Servicing, LBO, Investment Strategies, Due Diligence, Risk Management, Employee Training, Investment Management, Return on Investment..., Pricing Analysis, Quantitative Analytics, Market Research, Investment Research
Education
Fordham University 2010 — 2012
MBA, Finance, 3.9
Seinäjoen ammattikorkeakoulu 2005 — 2006
Erasmus Exchange Program, International Economics
Ikonomièeski universitet, Varna 2002 — 2006
Bachelor, International Economics, 3.7
Fulbright International Summer Institute 2005 — 2005
Vth Language School 1997 — 2002
English and German
Christopher Sommer's Morgan Stanley Experience 1997 - 2000
Job Registered Representative, Equity Services, Inc.
Industry Financial Services
Experience
Registered Representative, Equity Services, Inc.The Vermont Agency September 2015 - Present
Language On Schools March 2015 - September 2015
David Lerner Associates November 2013 - March 2015
Premier Global Services February 2008 - 2011
Brighton School June 2005 - December 2008
Wachovia Securities October 2000 - June 2002
Morgan Stanley 1997 - 2000
Skills
Account Management, Sales, Business Development, Unified Communications, Telecommunications, Finance, Change Management, Product Management, VoIP, Partnerships, Marketing, Sales Engineering, Connectwise, Netsuite- Power User, Microsoft Applications, Bloomberg, Reuters
Education
Victoria University 2007 — 2007
MBA
Fordham University 1988 — 1992
BA, communications
djc
Registered Representative, Equity Services, Inc.The Vermont Agency September 2015 - Present
Language On Schools March 2015 - September 2015
David Lerner Associates November 2013 - March 2015
Premier Global Services February 2008 - 2011
Brighton School June 2005 - December 2008
Wachovia Securities October 2000 - June 2002
Morgan Stanley 1997 - 2000
Skills
Account Management, Sales, Business Development, Unified Communications, Telecommunications, Finance, Change Management, Product Management, VoIP, Partnerships, Marketing, Sales Engineering, Connectwise, Netsuite- Power User, Microsoft Applications, Bloomberg, Reuters
Education
Victoria University 2007 — 2007
MBA
Fordham University 1988 — 1992
BA, communications
djc
Andrew Maniscalco Andrew Maniscalco's Morgan Stanley Experience October 2014 - Present
Job Analyst III at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley October 2014 - Present
Katz Media Group May 2013 - October 2014
Aflac June 2012 - February 2013
World Wrestling Entertainment September 2011 - December 2011
Alien Kung Fu May 2011 - August 2011
St. Andrew's Golf Club May 2010 - August 2011
Carl Maniscalco, CPA June 2008 - April 2011
The Point September 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Sales, Microsoft Word, Outlook, Facebook, Advertising, PASW, Quicken, Licensed Life, Accident..., Donovan Data Systems, Mediaocean, Eport, Wide Orbit, Tempest, S2 Catalyst, Tripod
Education
Fordham University, Gabelli School of Business 2008 — 2012
Bachelor of Science (BS), Business Administration with a Dual Concentration in Finance and Marketing, and a Minor in Economics
Fordham University
Morgan Stanley October 2014 - Present
Katz Media Group May 2013 - October 2014
Aflac June 2012 - February 2013
World Wrestling Entertainment September 2011 - December 2011
Alien Kung Fu May 2011 - August 2011
St. Andrew's Golf Club May 2010 - August 2011
Carl Maniscalco, CPA June 2008 - April 2011
The Point September 2010 - December 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Sales, Microsoft Word, Outlook, Facebook, Advertising, PASW, Quicken, Licensed Life, Accident..., Donovan Data Systems, Mediaocean, Eport, Wide Orbit, Tempest, S2 Catalyst, Tripod
Education
Fordham University, Gabelli School of Business 2008 — 2012
Bachelor of Science (BS), Business Administration with a Dual Concentration in Finance and Marketing, and a Minor in Economics
Fordham University
Joe Wilde Joe Wilde's Morgan Stanley Experience March 2007 - February 2008
Job Networking professionals with professionals
Industry Accounting
Experience
PricewaterhouseCoopers March 2008 - Present
Morgan Stanley March 2007 - February 2008
AppleOne March 2006 - March 2007
Robert Half International May 2005 - November 2005
Macy's 2003 - 2005
Education
Fordham University 1999 — 2003
Bachelor of Science, Business Administration, Marketing, Legal & Ethical Studies
Toledo Central Catholic 1995 — 1999
Christ the King, Toledo, Ohio 1986 — 1995
PricewaterhouseCoopers March 2008 - Present
Morgan Stanley March 2007 - February 2008
AppleOne March 2006 - March 2007
Robert Half International May 2005 - November 2005
Macy's 2003 - 2005
Education
Fordham University 1999 — 2003
Bachelor of Science, Business Administration, Marketing, Legal & Ethical Studies
Toledo Central Catholic 1995 — 1999
Christ the King, Toledo, Ohio 1986 — 1995
David Haghighi's Morgan Stanley Experience March 2011 - August 2014
Job Senior Counsel at PNC
Industry Legal Services
Experience
PNC August 2014 - Present
Morgan Stanley March 2011 - August 2014
Citigroup October 2005 - March 2011
Barclays March 2001 - October 2005
Skills
AML, KYC, Auditing, Regulations, OFAC, FINRA, Securities, Anti Money Laundering, Banking, Due Diligence, USA PATRIOT Act, CAMS, Series 63, Asset Management, Operational Risk..., Operational Risk, Legal Issues, Legal Compliance, Financial Services, Risk Management, Capital Markets
Education
Fordham University School of Law 2001 — 2005
Juris Doctor
Fordham University 1997 — 2001
BA, Political Science, Psychology
Townsend Harris H.S.
PNC August 2014 - Present
Morgan Stanley March 2011 - August 2014
Citigroup October 2005 - March 2011
Barclays March 2001 - October 2005
Skills
AML, KYC, Auditing, Regulations, OFAC, FINRA, Securities, Anti Money Laundering, Banking, Due Diligence, USA PATRIOT Act, CAMS, Series 63, Asset Management, Operational Risk..., Operational Risk, Legal Issues, Legal Compliance, Financial Services, Risk Management, Capital Markets
Education
Fordham University School of Law 2001 — 2005
Juris Doctor
Fordham University 1997 — 2001
BA, Political Science, Psychology
Townsend Harris H.S.
Joseph V. Bonanno Jr. Joseph V. Bonanno Jr.'s Morgan Stanley Experience July 2015 - Present
Job Wealth Management Head of Analytics Strategy & Governance at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley January 2014 - June 2015
Morgan Stanley Wealth Management May 2011 - December 2013
UBS Investment Bank November 2010 - May 2011
Morgan Stanley Smith Barney July 2007 - October 2010
Morgan Stanley April 1999 - July 2007
Oracle March 1998 - April 1999
Cendant Mobility 1995 - 1998
Skills
Business Intelligence, Strategic Financial..., Business Objects, Financial Reporting, Finance, Financial Services, Essbase, Enterprise Architecture, Business Process, Data Warehousing, Integration, Business Analytics, PMO, Wealth Management, Business Analysis, Analytics, Business Process..., Risk Management, Analysis, Financial Systems, Change Management, Strategy, Data Integration, Executive Reporting, Cognos, Outsourcing, CRM, SAP, EPM, Forecasting, Data Management, Strategic Architecture, Collaborative Problem..., Management, Leadership, Business Development, QlikView, Team Leadership, Relational Databases, Web Development, Large Scale Deployments, Offshore Management, Database Modeling, Changing Environments, Leading Change, Big Data, Portfolio Management, Financial Analysis, Executive Management, Self Learning
Education
University of Pennsylvania - The Wharton School 2008 — 2009
Strategic Education and Executive Development Program, Leadership and Talent Management
Fordham University 1991 — 1995
BS, Finance
NRHS
Morgan Stanley July 2015 - Present
Morgan Stanley January 2014 - June 2015
Morgan Stanley Wealth Management May 2011 - December 2013
UBS Investment Bank November 2010 - May 2011
Morgan Stanley Smith Barney July 2007 - October 2010
Morgan Stanley April 1999 - July 2007
Oracle March 1998 - April 1999
Cendant Mobility 1995 - 1998
Skills
Business Intelligence, Strategic Financial..., Business Objects, Financial Reporting, Finance, Financial Services, Essbase, Enterprise Architecture, Business Process, Data Warehousing, Integration, Business Analytics, PMO, Wealth Management, Business Analysis, Analytics, Business Process..., Risk Management, Analysis, Financial Systems, Change Management, Strategy, Data Integration, Executive Reporting, Cognos, Outsourcing, CRM, SAP, EPM, Forecasting, Data Management, Strategic Architecture, Collaborative Problem..., Management, Leadership, Business Development, QlikView, Team Leadership, Relational Databases, Web Development, Large Scale Deployments, Offshore Management, Database Modeling, Changing Environments, Leading Change, Big Data, Portfolio Management, Financial Analysis, Executive Management, Self Learning
Education
University of Pennsylvania - The Wharton School 2008 — 2009
Strategic Education and Executive Development Program, Leadership and Talent Management
Fordham University 1991 — 1995
BS, Finance
NRHS
Alyson Wentzell's Morgan Stanley Experience January 2014 - May 2014
Job Intern at UBS Wealth Management
Industry Accounting
Experience
New York Life Insurance Company May 2015 - August 2015
UBS Wealth Management January 2015 - May 2015
New York Life Insurance Company May 2014 - August 2014
Morgan Stanley January 2014 - May 2014
Birch Alley Boutique May 2013 - March 2014
Abercrombie & Fitch September 2011 - January 2014
Acosta Sales & Marketing 2013 - 2013
Skills
Customer Service, People Skills, Inventory Management, Sales, Microsoft Excel, Microsoft Word, Highly detail oriented, Self-driven, Team Building, Management, Marketing, Accounting, Finance
Education
Fordham University 2012 — 2016
Bachelor of Science, Public Accounting
Notre Dame Academy 2008 — 2012
High School Diploma
New York Life Insurance Company May 2015 - August 2015
UBS Wealth Management January 2015 - May 2015
New York Life Insurance Company May 2014 - August 2014
Morgan Stanley January 2014 - May 2014
Birch Alley Boutique May 2013 - March 2014
Abercrombie & Fitch September 2011 - January 2014
Acosta Sales & Marketing 2013 - 2013
Skills
Customer Service, People Skills, Inventory Management, Sales, Microsoft Excel, Microsoft Word, Highly detail oriented, Self-driven, Team Building, Management, Marketing, Accounting, Finance
Education
Fordham University 2012 — 2016
Bachelor of Science, Public Accounting
Notre Dame Academy 2008 — 2012
High School Diploma
Maryanne Tierney Jonas Maryanne Tierney Jonas's Morgan Stanley Experience March 2012 - Present
Job Chief Administrative Officer for the Legal and Compliance Division at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2012 - Present
Morgan Stanley October 2009 - February 2012
Morgan Stanley November 2007 - October 2009
Morgan Stanley December 2002 - November 2007
Morgan Stanley May 2000 - December 2002
Morgan Stanley December 1999 - May 2000
Morgan Stanley January 1998 - December 1999
Morgan Stanley December 1995 - December 1997
Morgan Stanley December 1993 - December 1995
Morgan Stanley May 1991 - December 1993
Education
Fordham University 1987 — 1991
BA, English
Morgan Stanley March 2012 - Present
Morgan Stanley October 2009 - February 2012
Morgan Stanley November 2007 - October 2009
Morgan Stanley December 2002 - November 2007
Morgan Stanley May 2000 - December 2002
Morgan Stanley December 1999 - May 2000
Morgan Stanley January 1998 - December 1999
Morgan Stanley December 1995 - December 1997
Morgan Stanley December 1993 - December 1995
Morgan Stanley May 1991 - December 1993
Education
Fordham University 1987 — 1991
BA, English
Amy Gower Amy Gower's Morgan Stanley Experience July 2015 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
UBS Investment Bank August 2006 - July 2015
Cadwalader, Wickersham & Taft July 2004 - August 2006
Education
Fordham University 2000 — 2004
Bachelors of Science, Finance and Marketing
Scranton Preparatory School 1996 — 2000
Morgan Stanley July 2015 - Present
UBS Investment Bank August 2006 - July 2015
Cadwalader, Wickersham & Taft July 2004 - August 2006
Education
Fordham University 2000 — 2004
Bachelors of Science, Finance and Marketing
Scranton Preparatory School 1996 — 2000
Brian Downing Brian Downing's Morgan Stanley Experience June 1993 - March 1998
Job Development Manager
Industry Information Technology and Services
Experience
R-Squared March 2012 - October 2012
Real-Time Yields, LLC November 2005 - March 2012
Banc of America Securities, Inc. September 2001 - June 2005
HSBC March 1998 - September 2001
Morgan Stanley June 1993 - March 1998
Skills
Electronic Trading, Bonds, Rates, Bloomberg, Integration, Trading Systems, Fixed Income, Derivatives, Options, FX Options, Equities, Trading, Financial Markets, Capital Markets, Investment Banking, Equity Derivatives, Commodity, Interest Rate..., Low Latency, Credit Derivatives, Swaps, Prime Brokerage
Education
Fordham University 1988 — 1993
BA
R-Squared March 2012 - October 2012
Real-Time Yields, LLC November 2005 - March 2012
Banc of America Securities, Inc. September 2001 - June 2005
HSBC March 1998 - September 2001
Morgan Stanley June 1993 - March 1998
Skills
Electronic Trading, Bonds, Rates, Bloomberg, Integration, Trading Systems, Fixed Income, Derivatives, Options, FX Options, Equities, Trading, Financial Markets, Capital Markets, Investment Banking, Equity Derivatives, Commodity, Interest Rate..., Low Latency, Credit Derivatives, Swaps, Prime Brokerage
Education
Fordham University 1988 — 1993
BA
Margaret Bagley (Cooney) Margaret Bagley (Cooney)'s Morgan Stanley Experience 1999 - 2003
Job Independent Marketing Communications Professional
Industry Financial Services
Experience
AllianceBernstein 2003 - 2007
Morgan Stanley 1999 - 2003
Credit Lyonnais Securities 1997 - 1999
Dean Witter Reynolds Inc. 1992 - 1997
Bull & Bear Group 1987 - 1992
Skills
Internal Communications, Marketing Communications, Integrated Marketing, Creative Direction, Marketing Strategy, Brand Management, Market Research, Financial Services, Corporate Communications
Education
Fordham University 1983 — 1987
Bachelor of Arts (B.A.), Economics, English Literature
AllianceBernstein 2003 - 2007
Morgan Stanley 1999 - 2003
Credit Lyonnais Securities 1997 - 1999
Dean Witter Reynolds Inc. 1992 - 1997
Bull & Bear Group 1987 - 1992
Skills
Internal Communications, Marketing Communications, Integrated Marketing, Creative Direction, Marketing Strategy, Brand Management, Market Research, Financial Services, Corporate Communications
Education
Fordham University 1983 — 1987
Bachelor of Arts (B.A.), Economics, English Literature
Nick Tsororos's Morgan Stanley Experience March 2010 - June 2012
Job Technology Recruiting at OchZiff Capital Management
Industry Human Resources
Experience
Och-Ziff Capital Management July 2015 - Present
AGT International October 2013 - June 2015
Bridgewater Associates June 2012 - October 2013
Morgan Stanley March 2010 - June 2012
Arrow Electronics March 2008 - March 2010
Lehman Brothers February 2001 - February 2008
PricewaterhouseCoopers February 1998 - February 2001
Pathway Executive Search January 1990 - February 1998
US Army April 1986 - April 1989
Skills
Talent Acquisition, Onboarding, Talent Management, Recruiting, Technical Recruiting, Thought Leadership, Applicant Tracking..., Strategic Partnerships, Succession Planning, College Recruiting, Asset Managment, Compensation & Benefit, Payroll, Organizational..., HRIS, Workforce Planning, Deferred Compensation, HR Consulting, Leadership, Financial Services, Executive Search, Hiring, Employee Engagement, Vendor Management, Employer Branding, HR Policies, Personnel Management, Asset Management, Human Resources, Sourcing, Leadership Development, Temporary Placement, Employee Relations, New Hire Orientations, Interviews, Benefits Negotiation, Change Management, Benefits Administration, Contract Recruitment, Screening, Performance Management, Staffing Services, Executive Management, Screening Resumes, Employee Benefits, SDLC, Organizational Design, PeopleSoft, Taleo
Education
Fordham University 1992 — 1997
Och-Ziff Capital Management July 2015 - Present
AGT International October 2013 - June 2015
Bridgewater Associates June 2012 - October 2013
Morgan Stanley March 2010 - June 2012
Arrow Electronics March 2008 - March 2010
Lehman Brothers February 2001 - February 2008
PricewaterhouseCoopers February 1998 - February 2001
Pathway Executive Search January 1990 - February 1998
US Army April 1986 - April 1989
Skills
Talent Acquisition, Onboarding, Talent Management, Recruiting, Technical Recruiting, Thought Leadership, Applicant Tracking..., Strategic Partnerships, Succession Planning, College Recruiting, Asset Managment, Compensation & Benefit, Payroll, Organizational..., HRIS, Workforce Planning, Deferred Compensation, HR Consulting, Leadership, Financial Services, Executive Search, Hiring, Employee Engagement, Vendor Management, Employer Branding, HR Policies, Personnel Management, Asset Management, Human Resources, Sourcing, Leadership Development, Temporary Placement, Employee Relations, New Hire Orientations, Interviews, Benefits Negotiation, Change Management, Benefits Administration, Contract Recruitment, Screening, Performance Management, Staffing Services, Executive Management, Screening Resumes, Employee Benefits, SDLC, Organizational Design, PeopleSoft, Taleo
Education
Fordham University 1992 — 1997
Anchal Pachnanda's Morgan Stanley Experience 2006 - Present
Job Executive Director, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2006 - Present
Morgan Stanley 2002 - 2004
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Fordham University 1998 — 2002
BA, Economics
Morgan Stanley 2006 - Present
Morgan Stanley 2002 - 2004
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA
Fordham University 1998 — 2002
BA, Economics
Stephen Douglass's Morgan Stanley Experience September 2009 - September 2013
Job Citigroup Capital Markets
Industry Capital Markets
Experience
Citigroup Capital Markets September 2013 - Present
Morgan Stanley September 2009 - September 2013
Credit Suisse October 2007 - December 2008
Ernst & Young September 2005 - October 2007
Goldman Sachs January 2000 - October 2004
Skills
Fixed Income, Derivatives, Structured Finance, Series 7, Series 63, Risk Management, Swaps, Operational Risk, Series 24, Financial Services, Financial Risk, Trading, Credit, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BSBA, Business Administration
Fordham Gabelli School of Business 2002 — 2005
MBA, Finance
Citigroup Capital Markets September 2013 - Present
Morgan Stanley September 2009 - September 2013
Credit Suisse October 2007 - December 2008
Ernst & Young September 2005 - October 2007
Goldman Sachs January 2000 - October 2004
Skills
Fixed Income, Derivatives, Structured Finance, Series 7, Series 63, Risk Management, Swaps, Operational Risk, Series 24, Financial Services, Financial Risk, Trading, Credit, Capital Markets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
BSBA, Business Administration
Fordham Gabelli School of Business 2002 — 2005
MBA, Finance
Chris Lanza's Morgan Stanley Experience August 2007 - April 2012
Job Derivatives at OchZiff Capital Management
Industry Financial Services
Experience
Och-Ziff Capital Management April 2012 - Present
Morgan Stanley August 2007 - April 2012
Morgan Stanley December 2009 - May 2011
Morgan Stanley August 2007 - December 2009
Smith Barney August 2005 - December 2006
Education
Fordham University 2003 — 2007
Bachelor's Degree
Och-Ziff Capital Management April 2012 - Present
Morgan Stanley August 2007 - April 2012
Morgan Stanley December 2009 - May 2011
Morgan Stanley August 2007 - December 2009
Smith Barney August 2005 - December 2006
Education
Fordham University 2003 — 2007
Bachelor's Degree
Christopher Judge's Morgan Stanley Experience November 2002 - November 2006
Job Relationship Manager at Geller & Company
Industry Financial Services
Experience
Geller & Company July 2014 - Present
Ernst & Young January 2012 - June 2014
WTAS / HSBC November 2006 - January 2012
DFAS March 2005 - November 2006
Morgan Stanley November 2002 - November 2006
Arthur Andersen LLP January 2000 - November 2002
Education
Fordham University 1993 — 1997
Geller & Company July 2014 - Present
Ernst & Young January 2012 - June 2014
WTAS / HSBC November 2006 - January 2012
DFAS March 2005 - November 2006
Morgan Stanley November 2002 - November 2006
Arthur Andersen LLP January 2000 - November 2002
Education
Fordham University 1993 — 1997
Jesse Go's Morgan Stanley Experience January 2008 - August 2010
Job
Industry Financial Services
Experience
Citi January 2011 - Present
Lion RE Sources, Inc. August 2010 - November 2010
Morgan Stanley January 2008 - August 2010
PricewaterhouseCoopers April 2004 - December 2007
Skills
Tax, Financial Analysis, Accounting, Financial Reporting, Corporate Tax, Financial Modeling, Sarbanes-Oxley Act, Internal Controls, Tax Accounting, US GAAP
Education
Fordham University 2001 — 2005
Bachelor of Science (B.S.), Accounting
Citi January 2011 - Present
Lion RE Sources, Inc. August 2010 - November 2010
Morgan Stanley January 2008 - August 2010
PricewaterhouseCoopers April 2004 - December 2007
Skills
Tax, Financial Analysis, Accounting, Financial Reporting, Corporate Tax, Financial Modeling, Sarbanes-Oxley Act, Internal Controls, Tax Accounting, US GAAP
Education
Fordham University 2001 — 2005
Bachelor of Science (B.S.), Accounting
Arianna Lendino's Morgan Stanley Experience December 1998 - March 2002
Job Sr. Director, Cancer Control at American Cancer Society
Industry Hospital & Health Care
Experience
American Cancer Society September 2002 - November 2012
Morgan Stanley December 1998 - March 2002
Education
University at Albany, SUNY 2003 — 2007
Masters, Social Work
Fordham University 1994 — 1998
American Cancer Society September 2002 - November 2012
Morgan Stanley December 1998 - March 2002
Education
University at Albany, SUNY 2003 — 2007
Masters, Social Work
Fordham University 1994 — 1998
Shawn Costello's Morgan Stanley Experience June 2008 - March 2010
Job Risk Professional at Citi
Industry Financial Services
Experience
Citi September 2014 - Present
Citi April 2010 - Present
Morgan Stanley June 2008 - March 2010
Citi February 2006 - May 2008
Citi May 2002 - January 2006
Skills
Credit Risk, Risk Management, Relationship Management, Financial Analysis, Commercial Banking, Finance, Commercial Lending, Operational Risk, Loan Origination, Credit Analysis, Portfolio Management, Financial Risk, Credit, Loans, Negotiation, Restructuring, Asset Based Lending, Banking
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Finance
Franciscan University of Steubenville 1996 — 2001
Bachelor of Arts, Journalism
Citi September 2014 - Present
Citi April 2010 - Present
Morgan Stanley June 2008 - March 2010
Citi February 2006 - May 2008
Citi May 2002 - January 2006
Skills
Credit Risk, Risk Management, Relationship Management, Financial Analysis, Commercial Banking, Finance, Commercial Lending, Operational Risk, Loan Origination, Credit Analysis, Portfolio Management, Financial Risk, Credit, Loans, Negotiation, Restructuring, Asset Based Lending, Banking
Education
Fordham Gabelli School of Business 2005 — 2008
MBA, Finance
Franciscan University of Steubenville 1996 — 2001
Bachelor of Arts, Journalism
Claire Nowacoski, PMP, CSM's Morgan Stanley Experience August 2012 - April 2013
Job Project Manager specializing in Health IT
Industry Information Technology and Services
Experience
NYC Health and Hospitals Corporation April 2013 - Present
Morgan Stanley August 2012 - April 2013
ActiveHealth Management September 2010 - August 2012
Sterling Infosystems, Inc. January 2008 - September 2010
Sterling Testing Systems April 2006 - January 2008
Sterling Testing Systems December 2004 - April 2006
Skills
Requirements Analysis, Requirements Gathering, Business Analysis, Quality Assurance, Teamwork, Analysis, SDLC, Vendor Management, Process Improvement, Software Project..., Change Management, Team Leadership, Project Management, Manual Testing, Test Cases, Project Coordination, Oral & Written..., Test Planning, Quality Center, Microsoft Office, Production Support, Testing, MS Project, CRM
Education
Fordham University 2000 — 2004
BA, Philosophy; Computer Science
NYC Health and Hospitals Corporation April 2013 - Present
Morgan Stanley August 2012 - April 2013
ActiveHealth Management September 2010 - August 2012
Sterling Infosystems, Inc. January 2008 - September 2010
Sterling Testing Systems April 2006 - January 2008
Sterling Testing Systems December 2004 - April 2006
Skills
Requirements Analysis, Requirements Gathering, Business Analysis, Quality Assurance, Teamwork, Analysis, SDLC, Vendor Management, Process Improvement, Software Project..., Change Management, Team Leadership, Project Management, Manual Testing, Test Cases, Project Coordination, Oral & Written..., Test Planning, Quality Center, Microsoft Office, Production Support, Testing, MS Project, CRM
Education
Fordham University 2000 — 2004
BA, Philosophy; Computer Science
Brendan Snodgrass's Morgan Stanley Experience January 2010 - April 2015
Job Litigation and Enforcement Attorney at PwC, Director, Office of the General Counsel
Industry Law Practice
Experience
PwC May 2015 - Present
Morgan Stanley January 2010 - April 2015
Quinn Emanuel Urquhart Oliver & Hedges, LLP January 2007 - January 2010
Shearman & Sterling LLP September 2002 - January 2007
Education
Georgetown University Law Center 1999 — 2002
Juris Doctor (J.D.)
Fordham University 1995 — 1999
B.A., Political Science; Business Administration
Iona Preparatory 1995 — 1999
High School
PwC May 2015 - Present
Morgan Stanley January 2010 - April 2015
Quinn Emanuel Urquhart Oliver & Hedges, LLP January 2007 - January 2010
Shearman & Sterling LLP September 2002 - January 2007
Education
Georgetown University Law Center 1999 — 2002
Juris Doctor (J.D.)
Fordham University 1995 — 1999
B.A., Political Science; Business Administration
Iona Preparatory 1995 — 1999
High School
Steven Calick's Morgan Stanley Experience November 2011 - September 2012
Job Experienced Finance and Operational Risk Professional
Industry Financial Services
Experience
HSBC December 2012 - Present
Morgan Stanley November 2011 - September 2012
Barclays Capital May 2005 - April 2011
KBC Financial Products March 2004 - April 2005
Credit Suisse November 1995 - March 2004
Skills
Internal Controls, Team Leadership, Process Improvement, Product Control, Operational Risk, Financial Controlling, Risk Management, Risk Assessment, Enterprise Risk..., Operational Control, External Audit, Incident Investigation, Derivatives, Financial Audits, Prime Brokerage, Auditing, Hedge Funds, Equities, Finance, Securities, Credit, Trading, Fixed Income, Capital Markets, Investment Banking
Education
Fordham Gabelli School of Business 1995 — 1997
MBA, Finance
Isenberg School of Management, UMass Amherst 1986 — 1990
BBA, Accounting
HSBC December 2012 - Present
Morgan Stanley November 2011 - September 2012
Barclays Capital May 2005 - April 2011
KBC Financial Products March 2004 - April 2005
Credit Suisse November 1995 - March 2004
Skills
Internal Controls, Team Leadership, Process Improvement, Product Control, Operational Risk, Financial Controlling, Risk Management, Risk Assessment, Enterprise Risk..., Operational Control, External Audit, Incident Investigation, Derivatives, Financial Audits, Prime Brokerage, Auditing, Hedge Funds, Equities, Finance, Securities, Credit, Trading, Fixed Income, Capital Markets, Investment Banking
Education
Fordham Gabelli School of Business 1995 — 1997
MBA, Finance
Isenberg School of Management, UMass Amherst 1986 — 1990
BBA, Accounting
Lynelle (Torres) Chang's Morgan Stanley Experience June 2006 - February 2010
Job Experienced Marketing Professional
Industry Financial Services
Experience
Morgan Stanley June 2006 - February 2010
Citigroup February 2006 - June 2007
JPMorgan Chase September 2004 - February 2006
JPMorgan Chase December 2003 - December 2004
JPMorgan Chase May 2002 - August 2003
Education
Fordham University 2010 — 2012
M.S. Ed., Mental Health Counseling
Fordham University 1999 — 2003
B.S., Psychology
Morgan Stanley June 2006 - February 2010
Citigroup February 2006 - June 2007
JPMorgan Chase September 2004 - February 2006
JPMorgan Chase December 2003 - December 2004
JPMorgan Chase May 2002 - August 2003
Education
Fordham University 2010 — 2012
M.S. Ed., Mental Health Counseling
Fordham University 1999 — 2003
B.S., Psychology
Julien Wateau's Morgan Stanley Experience 2000 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2000 - Present
Skills
Software Implementation, Web Application Design, Process Enhancement, Strategic Planning, Change Management, Project Leadership, Team Building, Team Leadership, Mentoring, Business Continuity..., Performance Metrics, Product Management, Vendor Management, Customer Service, Leadership, PeopleSoft
Education
Fordham University 1997 — 1999
BS, Business Administration
SKEMA Business School 1995 — 1997
Morgan Stanley 2000 - Present
Skills
Software Implementation, Web Application Design, Process Enhancement, Strategic Planning, Change Management, Project Leadership, Team Building, Team Leadership, Mentoring, Business Continuity..., Performance Metrics, Product Management, Vendor Management, Customer Service, Leadership, PeopleSoft
Education
Fordham University 1997 — 1999
BS, Business Administration
SKEMA Business School 1995 — 1997
Joseph Dwyer's Morgan Stanley Experience August 2006 - February 2008
Job Vice President at Citi Finance
Industry Financial Services
Experience
Citi September 2012 - Present
Citi July 2010 - September 2012
Credit Suisse August 2009 - August 2010
Morgan Stanley August 2006 - February 2008
Morgan Stanley June 2005 - August 2006
Skills
Financial Analysis, Financial Modeling, Financial Planning, Analysis, Project Finance, Excel, Forecasting, Financial Reporting, PowerPoint, Microsoft Excel, Leadership, Strategic Financial..., Banking, Management, Finance, Business Strategy, Accounting, Budgets, Due Diligence, Project Management
Education
Fordham University 2001 — 2005
BS, Finance, Marketing
Citi September 2012 - Present
Citi July 2010 - September 2012
Credit Suisse August 2009 - August 2010
Morgan Stanley August 2006 - February 2008
Morgan Stanley June 2005 - August 2006
Skills
Financial Analysis, Financial Modeling, Financial Planning, Analysis, Project Finance, Excel, Forecasting, Financial Reporting, PowerPoint, Microsoft Excel, Leadership, Strategic Financial..., Banking, Management, Finance, Business Strategy, Accounting, Budgets, Due Diligence, Project Management
Education
Fordham University 2001 — 2005
BS, Finance, Marketing
Christina Borrero's Morgan Stanley Experience August 2007 - Present
Job EA at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2007 - Present
Lehman Brothers July 2006 - August 2007
Fordham University 2000 - 2006
Skills
Leadership, Event Planning, Microsoft Excel, Public Speaking, Spanish, Vendor Management
Education
Fordham University 2000 — 2006
Morgan Stanley August 2007 - Present
Lehman Brothers July 2006 - August 2007
Fordham University 2000 - 2006
Skills
Leadership, Event Planning, Microsoft Excel, Public Speaking, Spanish, Vendor Management
Education
Fordham University 2000 — 2006
Alex Gialanella's Morgan Stanley Experience March 2006 - Present
Job Executive Director of Finance, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2006 - Present
Fordham University 2003 - Present
Citi 2004 - 2006
IWG 2001 - 2004
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Strategic Financial..., Financial Reporting, Economics, Finance, Forecasting, Mergers, Due Diligence, Accounting, Managerial Finance, Equities, Investments, Analysis, Portfolio Management, Capital Markets, Asset Management, Hedge Funds, Mergers & Acquisitions, Bloomberg, Investment Banking, Derivatives, Management, Leadership, Alternative Investments, Valuation, Fixed Income, Bloomberg Terminal, Financial Services, Securities, Bonds, Private Equity, Series 7, Asset Allocation, Cash Management
Education
Fordham University 2001 — 2003
Masters, Economics
Iona College
Iona Prep
University of Maryland
Morgan Stanley March 2006 - Present
Fordham University 2003 - Present
Citi 2004 - 2006
IWG 2001 - 2004
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Strategic Financial..., Financial Reporting, Economics, Finance, Forecasting, Mergers, Due Diligence, Accounting, Managerial Finance, Equities, Investments, Analysis, Portfolio Management, Capital Markets, Asset Management, Hedge Funds, Mergers & Acquisitions, Bloomberg, Investment Banking, Derivatives, Management, Leadership, Alternative Investments, Valuation, Fixed Income, Bloomberg Terminal, Financial Services, Securities, Bonds, Private Equity, Series 7, Asset Allocation, Cash Management
Education
Fordham University 2001 — 2003
Masters, Economics
Iona College
Iona Prep
University of Maryland
Daniel McNulty's Morgan Stanley Experience December 2003 - May 2006
Job VP at BBH
Industry Financial Services
Experience
BROWN BROTHERS HARRIMAN & CO January 2008 - Present
Mutual Fund Services May 2006 - January 2008
Morgan Stanley December 2003 - May 2006
Morgan Stanley March 2001 - April 2006
Morgan Stanley March 2001 - December 2003
UBS June 1995 - March 2001
PaineWebber June 1995 - March 2001
SMITH BARNEY INC January 1994 - June 1995
PRUDENTIAL SECURITIES INC July 1991 - January 1994
Skills
Risk Management, Mutual Funds, Hedge Funds, Financial Services, Trading, Alternative Investments, Securities, Fixed Income, Financial Risk, Asset Management, Bloomberg, Equities, Account Reconciliation, Settlement, Derivatives, Back Office, Corporate Actions, Series 7, Capital Markets, Investments, Options, Series 63, Financial Markets, Wealth Management, Asset Allocation, Trading Systems, Portfolio Management, Operational Risk, Global Custody, AML, FINRA, Relationship Management, Investment Banking, Series 24, Investment Advisory
Education
Fordham University 1987 — 1991
ba, economics
Fordham University 1987 — 1991
Bachelor of Arts, Economics
Saint Peter's University
MBA
BROWN BROTHERS HARRIMAN & CO January 2008 - Present
Mutual Fund Services May 2006 - January 2008
Morgan Stanley December 2003 - May 2006
Morgan Stanley March 2001 - April 2006
Morgan Stanley March 2001 - December 2003
UBS June 1995 - March 2001
PaineWebber June 1995 - March 2001
SMITH BARNEY INC January 1994 - June 1995
PRUDENTIAL SECURITIES INC July 1991 - January 1994
Skills
Risk Management, Mutual Funds, Hedge Funds, Financial Services, Trading, Alternative Investments, Securities, Fixed Income, Financial Risk, Asset Management, Bloomberg, Equities, Account Reconciliation, Settlement, Derivatives, Back Office, Corporate Actions, Series 7, Capital Markets, Investments, Options, Series 63, Financial Markets, Wealth Management, Asset Allocation, Trading Systems, Portfolio Management, Operational Risk, Global Custody, AML, FINRA, Relationship Management, Investment Banking, Series 24, Investment Advisory
Education
Fordham University 1987 — 1991
ba, economics
Fordham University 1987 — 1991
Bachelor of Arts, Economics
Saint Peter's University
MBA
Valerie Schaefer's Morgan Stanley Experience April 2012 - May 2015
Job Business Process Analyst at AIG
Industry Financial Services
Experience
AIG May 2015 - Present
Morgan Stanley April 2012 - May 2015
JPMorganChase 2004 - April 2012
Cathay Financial LLC April 2002 - February 2004
Cathay Financial 1999 - 2004
Jefferson Wells International January 2001 - April 2002
Fund April 1999 - December 2000
Kim Eng Securities U.S.A., Inc January 1996 - January 1999
Kim Eng Securities 1996 - 1999
Indosuez Capital Securities January 1991 - January 1996
Skills
Business Objects, SAP, System Conversion, Options, Hedge Funds, Equities, Accounting, Financial Analysis, Securities, Investment Banking, Account Reconciliation, Investments, Management, Business Analysis
Education
Fordham University - Graduate School of Business Administration 1996 — 2000
MBA, Finance
C.W. Post College/LIU
Bachelor of Science (BS), Accounting
AIG May 2015 - Present
Morgan Stanley April 2012 - May 2015
JPMorganChase 2004 - April 2012
Cathay Financial LLC April 2002 - February 2004
Cathay Financial 1999 - 2004
Jefferson Wells International January 2001 - April 2002
Fund April 1999 - December 2000
Kim Eng Securities U.S.A., Inc January 1996 - January 1999
Kim Eng Securities 1996 - 1999
Indosuez Capital Securities January 1991 - January 1996
Skills
Business Objects, SAP, System Conversion, Options, Hedge Funds, Equities, Accounting, Financial Analysis, Securities, Investment Banking, Account Reconciliation, Investments, Management, Business Analysis
Education
Fordham University - Graduate School of Business Administration 1996 — 2000
MBA, Finance
C.W. Post College/LIU
Bachelor of Science (BS), Accounting
Gregory English's Morgan Stanley Experience July 2009 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2009 - Present
Deustche Bank March 2001 - July 2005
Panache Resources & Systems Corp. February 1999 - March 2001
Fuji Capital Markets Corporation, Inc March 1996 - February 1999
Lehman Brothers April 1993 - March 1996
Sumitomo Bank Capital Markets, Inc. August 1991 - April 1993
Skills
Rates, Derivatives, Credit Derivatives, Middle Office, Fixed Income, Prime Brokerage, Interest Rate..., Equities, Swaps, FX Options, Capital Markets, Equity Derivatives, Collateral Management, Trading, Financial Markets, Operational Risk..., Structured Products, Reference Data, Securities, Settlement, Options, Commodity, Electronic Trading, Hedge Funds, Trading Systems
Education
Fordham University 1988 — 1992
Bachelor of Science (BS), Finance / Management
Morgan Stanley July 2009 - Present
Deustche Bank March 2001 - July 2005
Panache Resources & Systems Corp. February 1999 - March 2001
Fuji Capital Markets Corporation, Inc March 1996 - February 1999
Lehman Brothers April 1993 - March 1996
Sumitomo Bank Capital Markets, Inc. August 1991 - April 1993
Skills
Rates, Derivatives, Credit Derivatives, Middle Office, Fixed Income, Prime Brokerage, Interest Rate..., Equities, Swaps, FX Options, Capital Markets, Equity Derivatives, Collateral Management, Trading, Financial Markets, Operational Risk..., Structured Products, Reference Data, Securities, Settlement, Options, Commodity, Electronic Trading, Hedge Funds, Trading Systems
Education
Fordham University 1988 — 1992
Bachelor of Science (BS), Finance / Management
Daryl Spivey's Morgan Stanley Experience 2000 - 2005
Job Director of Development
Industry Media Production
Experience
A Dozen Eggs Entertainment 2007 - Present
T-Kwoht, Inc. April 2010 - August 2012
Oppenheimerfunds April 2006 - October 2010
Morgan Stanley 2000 - 2005
JPMorgan Chase 1996 - 2000
Skills
Direct Sales, Series 63, Social Media, Mutual Funds, Series 7, Retirement, Marketing Strategy, Business Development, CRM, Marketing, Investments, Sales, Insurance, Creative Writing, Series 6, New Business Development, Sales Presentations, 401k, Team Building, Sales Management, Customer Satisfaction, Employee Benefits, Sales Operations, Strategic Planning, Asset Allocation, Consulting, Social Media Marketing, Social Networking, Brand Development, Strategy, Salesforce.com, Strategic Partnerships, Relationship Management, Marketing Communications, Entrepreneurship, Leadership, Email Marketing, Advertising, Competitive Analysis
Education
Fordham University
A Dozen Eggs Entertainment 2007 - Present
T-Kwoht, Inc. April 2010 - August 2012
Oppenheimerfunds April 2006 - October 2010
Morgan Stanley 2000 - 2005
JPMorgan Chase 1996 - 2000
Skills
Direct Sales, Series 63, Social Media, Mutual Funds, Series 7, Retirement, Marketing Strategy, Business Development, CRM, Marketing, Investments, Sales, Insurance, Creative Writing, Series 6, New Business Development, Sales Presentations, 401k, Team Building, Sales Management, Customer Satisfaction, Employee Benefits, Sales Operations, Strategic Planning, Asset Allocation, Consulting, Social Media Marketing, Social Networking, Brand Development, Strategy, Salesforce.com, Strategic Partnerships, Relationship Management, Marketing Communications, Entrepreneurship, Leadership, Email Marketing, Advertising, Competitive Analysis
Education
Fordham University
Shelini Kalladeen's Morgan Stanley Experience May 2007 - December 2009
Job Vice President, Corporate Financial Reporting at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
Barclays Capital January 2010 - January 2014
Morgan Stanley May 2007 - December 2009
Goldman Sachs 2002 - 2007
Skills
Equities, Product Control, Investment Banking, Valuation, Financial Analysis, Bloomberg, Derivatives, Financial Services, Securities, Corporate Finance, Capital Markets, Structured Products, Financial Modeling, Analysis
Education
Fordham University - Graduate School of Business Administration
MBA, Accounting and Finance
Hofstra University
BBA, Accounting and Finance
JPMorgan Chase January 2014 - Present
Barclays Capital January 2010 - January 2014
Morgan Stanley May 2007 - December 2009
Goldman Sachs 2002 - 2007
Skills
Equities, Product Control, Investment Banking, Valuation, Financial Analysis, Bloomberg, Derivatives, Financial Services, Securities, Corporate Finance, Capital Markets, Structured Products, Financial Modeling, Analysis
Education
Fordham University - Graduate School of Business Administration
MBA, Accounting and Finance
Hofstra University
BBA, Accounting and Finance
Amanda Hadley's Morgan Stanley Experience March 2015 - Present
Job Vice President, Sales and Trading Compliance Stragic Project & Initiatives at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley April 2011 - March 2015
Morgan Stanley Smith Barney May 2009 - April 2011
Morgan Stanley May 2008 - May 2009
Morgan Stanley July 2006 - May 2008
Morgan Stanley June 2005 - April 2006
Skills
Finance, Fixed Income, Forecasting, Investments, Management, Strategy, Capital Markets, Business Development, Analysis
Education
Fordham University 2002 — 2006
Business Administration, Finance & Economics
Morgan Stanley March 2015 - Present
Morgan Stanley April 2011 - March 2015
Morgan Stanley Smith Barney May 2009 - April 2011
Morgan Stanley May 2008 - May 2009
Morgan Stanley July 2006 - May 2008
Morgan Stanley June 2005 - April 2006
Skills
Finance, Fixed Income, Forecasting, Investments, Management, Strategy, Capital Markets, Business Development, Analysis
Education
Fordham University 2002 — 2006
Business Administration, Finance & Economics
Charles Sayegh's Morgan Stanley Experience October 1998 - February 2001
Job Managing Member at S & S Capital Partners
Industry Financial Services
Experience
S & S Capital Partners April 2006 - Present
Spencer Clarke November 2001 - April 2006
Prudential Financial 2001 - 2002
Morgan Stanley October 1998 - February 2001
Skills
Retail Sales, Investment Banking
Education
Fordham University
Bachleor of Science Business Administration, Finance
S & S Capital Partners April 2006 - Present
Spencer Clarke November 2001 - April 2006
Prudential Financial 2001 - 2002
Morgan Stanley October 1998 - February 2001
Skills
Retail Sales, Investment Banking
Education
Fordham University
Bachleor of Science Business Administration, Finance
Seema Imberman's Morgan Stanley Experience January 1994 - December 1996
Job Owner, gogobear inc.
Industry Marketing and Advertising
Experience
gogobear inc. Executive DirectorCIBC World Markets1996 - 2000
Morgan Stanley January 1994 - December 1996
Education
Fordham Gabelli School of Business
Master of Business Administration (MBA)
University at Albany, SUNY
gogobear inc. Executive DirectorCIBC World Markets1996 - 2000
Morgan Stanley January 1994 - December 1996
Education
Fordham Gabelli School of Business
Master of Business Administration (MBA)
University at Albany, SUNY
Thomas Capobianco's Morgan Stanley Experience 1994 - 1997
Job Real Estate Broker at NoHo Merchants Real Estate LLC
Industry Real Estate
Experience
NoHo Merchants Real Estate LLC November 2013 - Present
Capital One November 2007 - October 2013
Morgan Stanley 1994 - 1997
Skills
Fixed Income, Securitization, Commercial Lending, Portfolio Management, Banking, Credit Analysis, Credit, Commercial Banking, Loans, Credit Risk, Financial Analysis, Underwriting, Valuation, Capital Markets
Education
Fordham University - Graduate School of Business Administration
MBA, Accounting/Finance
The University of Connecticut
BS, Finance
NoHo Merchants Real Estate LLC November 2013 - Present
Capital One November 2007 - October 2013
Morgan Stanley 1994 - 1997
Skills
Fixed Income, Securitization, Commercial Lending, Portfolio Management, Banking, Credit Analysis, Credit, Commercial Banking, Loans, Credit Risk, Financial Analysis, Underwriting, Valuation, Capital Markets
Education
Fordham University - Graduate School of Business Administration
MBA, Accounting/Finance
The University of Connecticut
BS, Finance
Brynn Coursey Heegan's Morgan Stanley Experience November 2000 - February 2002
Job Managing Director at Lyxor Asset Management
Industry Financial Services
Experience
Lyxor Asset Management September 2009 - Present
Societe Generale Asset Management, Inc. February 2006 - September 2009
Kensico Capital Management February 2002 - December 2005
Morgan Stanley November 2000 - February 2002
Arthur Andersen LLP January 1997 - November 2000
Skills
Operational Due..., Prime Brokerage, Financial Services, Investment Management, Financial Markets, Auditing, Compliance, Financial Regulation, Tax, Hedge Funds, Alternative Investments, Asset Management, Private Equity, Finance, Fund Of Funds
Education
Fordham University 1994 — 1998
BS, Public Accounting, Legal & Ethical Studies
Bishop Kearney High School 1990 — 1994
Lyxor Asset Management September 2009 - Present
Societe Generale Asset Management, Inc. February 2006 - September 2009
Kensico Capital Management February 2002 - December 2005
Morgan Stanley November 2000 - February 2002
Arthur Andersen LLP January 1997 - November 2000
Skills
Operational Due..., Prime Brokerage, Financial Services, Investment Management, Financial Markets, Auditing, Compliance, Financial Regulation, Tax, Hedge Funds, Alternative Investments, Asset Management, Private Equity, Finance, Fund Of Funds
Education
Fordham University 1994 — 1998
BS, Public Accounting, Legal & Ethical Studies
Bishop Kearney High School 1990 — 1994
Jo-Ann DiSantis's Morgan Stanley Experience 2007 - October 2012
Job CRM Manager at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management October 2012 - Present
Morgan Stanley 2007 - October 2012
Morgan Stanley October 2000 - November 2007
Skills
Web Design, Product Management, CRM software, Telephony Systems, Business Analysis, Microsoft Office 2007, Functional..., User Experience, Requirements Gathering, Project Governance, Client Relationship..., Business Intelligence..., Relational Databases, Process Improvement, SharePoint, Documentum, Enterprise Content..., User Acceptance Testing, People Management, Full SDLC, Software Project..., Quality Center, BRD, Vignette Portal, Business Objects, CRM, Management, Program Management, Strategy, Mobile Devices, SDLC, Vendor Management, Business Requirements, Project Management
Education
Pace University - Lubin School of Business 1995 — 1997
M.B.A., Information Systems
Fordham University 1988 — 1992
B.S.
Lazard Asset Management October 2012 - Present
Morgan Stanley 2007 - October 2012
Morgan Stanley October 2000 - November 2007
Skills
Web Design, Product Management, CRM software, Telephony Systems, Business Analysis, Microsoft Office 2007, Functional..., User Experience, Requirements Gathering, Project Governance, Client Relationship..., Business Intelligence..., Relational Databases, Process Improvement, SharePoint, Documentum, Enterprise Content..., User Acceptance Testing, People Management, Full SDLC, Software Project..., Quality Center, BRD, Vignette Portal, Business Objects, CRM, Management, Program Management, Strategy, Mobile Devices, SDLC, Vendor Management, Business Requirements, Project Management
Education
Pace University - Lubin School of Business 1995 — 1997
M.B.A., Information Systems
Fordham University 1988 — 1992
B.S.
Jamie Abid's Morgan Stanley Experience March 2004 - November 2005
Job Consultant at Sound Point Capital Management, LP
Industry Investment Banking
Experience
Sound Point Capital Management, LP January 2015 - Present
Credit Suisse December 2005 - September 2013
Morgan Stanley March 2004 - November 2005
Merrill Lynch April 2003 - March 2004
JPMorgan Chase Bank November 2001 - April 2003
Fried Frank Harris Shriver & Jacobson February 2001 - November 2001
New York County District Attorney’s Office July 1998 - February 2000
Skills
Trading, Loans, Credit, Banking, Software Documentation, Legal Research, Fixed Income, Capital Markets, Bonds, Investment Banking, Investments, Risk Management
Education
Fordham University 1994 — 1998
Bachelor of Arts (B.A.), Social Sciences
Derivatives Instruments and the Law, New York University
Sound Point Capital Management, LP January 2015 - Present
Credit Suisse December 2005 - September 2013
Morgan Stanley March 2004 - November 2005
Merrill Lynch April 2003 - March 2004
JPMorgan Chase Bank November 2001 - April 2003
Fried Frank Harris Shriver & Jacobson February 2001 - November 2001
New York County District Attorney’s Office July 1998 - February 2000
Skills
Trading, Loans, Credit, Banking, Software Documentation, Legal Research, Fixed Income, Capital Markets, Bonds, Investment Banking, Investments, Risk Management
Education
Fordham University 1994 — 1998
Bachelor of Arts (B.A.), Social Sciences
Derivatives Instruments and the Law, New York University
Tracey Meklaus's Morgan Stanley Experience September 2010 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2010 - Present
Merrill Lynch March 2007 - September 2010
Morgan Stanley September 2005 - March 2007
Goldman Sachs March 1996 - September 2005
Skills
Series 7, Series 63, Client Service
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
MBA Finance, Finance
Binghamton Universiity 1982 — 1986
BS Management, Business Management
Morgan Stanley September 2010 - Present
Merrill Lynch March 2007 - September 2010
Morgan Stanley September 2005 - March 2007
Goldman Sachs March 1996 - September 2005
Skills
Series 7, Series 63, Client Service
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
MBA Finance, Finance
Binghamton Universiity 1982 — 1986
BS Management, Business Management
Vlad Makutoff, CFA, FRM's Morgan Stanley Experience May 1992 - August 1998
Job CS Risk IT
Industry Financial Services
Experience
Credit Suisse 2010 - Present
Societe Generale September 2007 - November 2008
BNP Paribas November 2004 - August 2007
Thomson Financial April 2003 - October 2004
Lehman Brothers September 1998 - April 2003
Morgan Stanley May 1992 - August 1998
Skills
Derivatives, Fixed Income, Trading, Trading Systems, Market Risk, Certified Project...
Education
Fordham Gabelli School of Business 1996 — 1998
mba, finance and accounting
Credit Suisse 2010 - Present
Societe Generale September 2007 - November 2008
BNP Paribas November 2004 - August 2007
Thomson Financial April 2003 - October 2004
Lehman Brothers September 1998 - April 2003
Morgan Stanley May 1992 - August 1998
Skills
Derivatives, Fixed Income, Trading, Trading Systems, Market Risk, Certified Project...
Education
Fordham Gabelli School of Business 1996 — 1998
mba, finance and accounting
Arjola Toshkezi's Morgan Stanley Experience August 2007 - 2009
Job Financial Associate
Industry Accounting
Experience
Morgan Stanley August 2007 - 2009
Morgan Stanley May 2005 - August 2007
Education
Fordham University 2001 — 2005
BS, Business Administration - Concentration; Finance
Morgan Stanley August 2007 - 2009
Morgan Stanley May 2005 - August 2007
Education
Fordham University 2001 — 2005
BS, Business Administration - Concentration; Finance
Alison Vincent's Morgan Stanley Experience 1994 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 1994 - Present
KPMG US 1992 - 1994
Education
Fordham University 1988 — 1992
BS, Accounting
Morgan Stanley 1994 - Present
KPMG US 1992 - 1994
Education
Fordham University 1988 — 1992
BS, Accounting
Delores Hutchinson's Morgan Stanley Experience July 2013 - Present
Job Finance Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Skills
Financial Analysis, Cash Management, Banking, Financial Risk, Treasury Management, Financial Services, Commercial Banking, Portfolio Management, Risk Management, Analysis, Financial Modeling, Finance, Strategy
Education
Fordham University 1999 — 2004
BA
Morgan Stanley July 2013 - Present
Skills
Financial Analysis, Cash Management, Banking, Financial Risk, Treasury Management, Financial Services, Commercial Banking, Portfolio Management, Risk Management, Analysis, Financial Modeling, Finance, Strategy
Education
Fordham University 1999 — 2004
BA
Frederick Menapace's Morgan Stanley Experience August 2005 - January 2009
Job VP Mortgage Specialist at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank July 2013 - Present
Morgan Stanley Private Bank June 2010 - January 2013
Morgan Stanley Smith Barney January 2009 - June 2010
Morgan Stanley August 2005 - January 2009
EverBank January 2005 - August 2005
Morgan Stanley January 1999 - January 2005
Merrill Lynch Credit Corporation July 1994 - December 1998
Merrill Lynch Credit Corporation November 1992 - July 1994
Merrill Lynch Credit Corporation December 1991 - November 1992
Merrill Lynch Credit Corporation November 1989 - December 1991
Skills
Private Banking, Business Development, Series 7, Mortgage Lending, Securities Lending, Relationship Management, Sales Management, Wealth Management, Credit, Cash Management, Loans, Banking, Financial Services, Investments, Equities, Commercial Lending, Securities, Leadership, Finance, Strategy
Education
Fordham University
BS, Business
Stamford High School 1978 — 1982
High School Diploma, College Prep
Citi Private Bank July 2013 - Present
Morgan Stanley Private Bank June 2010 - January 2013
Morgan Stanley Smith Barney January 2009 - June 2010
Morgan Stanley August 2005 - January 2009
EverBank January 2005 - August 2005
Morgan Stanley January 1999 - January 2005
Merrill Lynch Credit Corporation July 1994 - December 1998
Merrill Lynch Credit Corporation November 1992 - July 1994
Merrill Lynch Credit Corporation December 1991 - November 1992
Merrill Lynch Credit Corporation November 1989 - December 1991
Skills
Private Banking, Business Development, Series 7, Mortgage Lending, Securities Lending, Relationship Management, Sales Management, Wealth Management, Credit, Cash Management, Loans, Banking, Financial Services, Investments, Equities, Commercial Lending, Securities, Leadership, Finance, Strategy
Education
Fordham University
BS, Business
Stamford High School 1978 — 1982
High School Diploma, College Prep
Karen Mercera's Morgan Stanley Experience March 2005 - Present
Job Vice President, Internal Audit
Industry Financial Services
Experience
Morgan Stanley March 2005 - Present
Barclays March 2013 - April 2014
Morgan Stanley Smith Barney November 2010 - March 2013
Morgan Stanley March 2005 - October 2010
National Futures Association June 2001 - March 2005
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Visio, Pentana Audit Workpaper..., Auditing, Fixed Income, Capital Markets, Data Analysis, Financial Risk, Equities, Finance, Securities, Alternative Investments, Trading, Hedge Funds, Banking, Financial Services, Risk Management, Operational Risk
Education
Fordham University 1997 — 2001
BS
Morgan Stanley March 2005 - Present
Barclays March 2013 - April 2014
Morgan Stanley Smith Barney November 2010 - March 2013
Morgan Stanley March 2005 - October 2010
National Futures Association June 2001 - March 2005
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Visio, Pentana Audit Workpaper..., Auditing, Fixed Income, Capital Markets, Data Analysis, Financial Risk, Equities, Finance, Securities, Alternative Investments, Trading, Hedge Funds, Banking, Financial Services, Risk Management, Operational Risk
Education
Fordham University 1997 — 2001
BS
Alisha Nazir's Morgan Stanley Experience July 2008 - June 2010
Job Finance Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2010 - January 2013
Morgan Stanley July 2008 - June 2010
UBS Financial Services May 2008 - August 2008
Fordham University Office of Residential Life April 2007 - June 2008
Skills
Bloomberg, Financial Modeling, Fixed Income, Hedge Funds, Series 7, Bloomberg Terminal, Valuation, Equities, Strategic Financial..., Series 63, Corporate Finance, Capital Markets
Education
Fordham University 2006 — 2010
BS, Finance
Fordham University, Gabelli School of Business 2006 — 2010
Bachelor of Science, Finance; Economics
Morgan Stanley Wealth Management July 2010 - January 2013
Morgan Stanley July 2008 - June 2010
UBS Financial Services May 2008 - August 2008
Fordham University Office of Residential Life April 2007 - June 2008
Skills
Bloomberg, Financial Modeling, Fixed Income, Hedge Funds, Series 7, Bloomberg Terminal, Valuation, Equities, Strategic Financial..., Series 63, Corporate Finance, Capital Markets
Education
Fordham University 2006 — 2010
BS, Finance
Fordham University, Gabelli School of Business 2006 — 2010
Bachelor of Science, Finance; Economics
Thomas Vieira's Morgan Stanley Experience September 1995 - October 1997
Job Sr. Dir. International Tax at CA, Inc.
Industry Computer Software
Experience
CA Technologies February 2009 - Present
Merrill Lynch 2001 - 2009
Bear, Stearns & Co. Inc. October 1997 - April 2001
Morgan Stanley September 1995 - October 1997
Bear, Stearns and Co. Inc. January 1992 - September 1995
Price Waterhouse Coopers January 1990 - December 1991
BDO Seidman, LLP September 1986 - December 1989
Skills
Tax, International Tax, Corporate Tax, Income Tax, Sarbanes-Oxley Act, SEC filings, GAAP, CPA, Tax Accounting, US GAAP, Mergers & Acquisitions, Financial Reporting, Auditing, Accounting, Internal Controls, SEC Filings
Education
Fordham University - Graduate School of Business Administration 1989 — 1995
Master of Science (M.S.), Taxation
Hofstra University 1982 — 1986
B.B.A., Public Accounting
CA Technologies February 2009 - Present
Merrill Lynch 2001 - 2009
Bear, Stearns & Co. Inc. October 1997 - April 2001
Morgan Stanley September 1995 - October 1997
Bear, Stearns and Co. Inc. January 1992 - September 1995
Price Waterhouse Coopers January 1990 - December 1991
BDO Seidman, LLP September 1986 - December 1989
Skills
Tax, International Tax, Corporate Tax, Income Tax, Sarbanes-Oxley Act, SEC filings, GAAP, CPA, Tax Accounting, US GAAP, Mergers & Acquisitions, Financial Reporting, Auditing, Accounting, Internal Controls, SEC Filings
Education
Fordham University - Graduate School of Business Administration 1989 — 1995
Master of Science (M.S.), Taxation
Hofstra University 1982 — 1986
B.B.A., Public Accounting
Todd T Bosch's Morgan Stanley Experience November 2010 - April 2013
Job Director Global Markets Operational Risk Management at Bank of America
Industry Financial Services
Experience
Bank of America May 2013 - Present
Morgan Stanley November 2010 - April 2013
Morgan Stanley December 2009 - November 2010
Morgan Stanley June 2003 - December 2009
Morgan Stanley February 2000 - June 2003
J.P. Morgan June 1999 - January 2000
J.P. Morgan July 1998 - June 1999
J.P. Morgan October 1996 - July 1998
US Trust November 1992 - October 1996
Skills
Equity Derivatives, Operations Management, Management, Collateral Management, Internal Communications, Communication, Operational Risk, Operational Risk..., Team Management, Teamwork, Goal Oriented, Delivering Results, Problem Solving, Margin, Collateral Systems, Collateral, Financial Services, Market Risk, Middle Office, Equities, Risk Management, Derivatives, Fixed Income, Financial Risk, Capital Markets, Investment Banking
Education
Fordham Gabelli School of Business 1993 — 1998
MBA, Corporate Finance
University of Mary Washington 1988 — 1992
BS, Business Administration
Bank of America May 2013 - Present
Morgan Stanley November 2010 - April 2013
Morgan Stanley December 2009 - November 2010
Morgan Stanley June 2003 - December 2009
Morgan Stanley February 2000 - June 2003
J.P. Morgan June 1999 - January 2000
J.P. Morgan July 1998 - June 1999
J.P. Morgan October 1996 - July 1998
US Trust November 1992 - October 1996
Skills
Equity Derivatives, Operations Management, Management, Collateral Management, Internal Communications, Communication, Operational Risk, Operational Risk..., Team Management, Teamwork, Goal Oriented, Delivering Results, Problem Solving, Margin, Collateral Systems, Collateral, Financial Services, Market Risk, Middle Office, Equities, Risk Management, Derivatives, Fixed Income, Financial Risk, Capital Markets, Investment Banking
Education
Fordham Gabelli School of Business 1993 — 1998
MBA, Corporate Finance
University of Mary Washington 1988 — 1992
BS, Business Administration
Anand Prasad's Morgan Stanley Experience March 2014 - Present
Job Private Banker at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley March 2014 - Present
Wells Fargo Home Mortgage August 2010 - February 2014
Toscano and Assocaites June 2002 - July 2010
Skills
Real Estate, Asset Management, Investments, Marketing, Advertising, Marketing Strategy, Microsoft Excel, Real Estate Transactions, Financial Modeling, Due Diligence, Social Media Marketing, Customer Service, Financial Analysis, New Business Development, Leases, Credit, Finance, Mortgage Lending, Sales
Education
Fordham University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, Marketing, & Economics
Morgan Stanley March 2014 - Present
Wells Fargo Home Mortgage August 2010 - February 2014
Toscano and Assocaites June 2002 - July 2010
Skills
Real Estate, Asset Management, Investments, Marketing, Advertising, Marketing Strategy, Microsoft Excel, Real Estate Transactions, Financial Modeling, Due Diligence, Social Media Marketing, Customer Service, Financial Analysis, New Business Development, Leases, Credit, Finance, Mortgage Lending, Sales
Education
Fordham University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, Marketing, & Economics
Terri McKiernan's Morgan Stanley Experience 1997 - 2003
Job Vice President at Castleton Commodities International
Industry Financial Services
Experience
Castleton Commodities International January 2011 - Present
Bank of America 2006 - January 2011
Morgan Stanley 1997 - 2003
Education
Fordham University - Graduate School of Business Administration 1998 — 2001
Master of Business Administration (MBA), Finance
Villanova University 1988 — 1992
BA, English
Castleton Commodities International January 2011 - Present
Bank of America 2006 - January 2011
Morgan Stanley 1997 - 2003
Education
Fordham University - Graduate School of Business Administration 1998 — 2001
Master of Business Administration (MBA), Finance
Villanova University 1988 — 1992
BA, English
Carl Einsel's Morgan Stanley Experience June 1998 - February 2003
Job President at The Donaldson Group
Industry Real Estate
Experience
The Donaldson Group January 2012 - Present
The Donaldson Group February 2003 - Present
Morgan Stanley June 1998 - February 2003
Cadwalader, Wickersham & Taft LLP November 1996 - June 1998
Skills
Asset Management, Portfolio Management, Derivatives, Credit, Financial Structuring, Finance, Negotiation, Bonds, Securities, Structured Products, Leases, Real Estate, Property Management, Disposition, Real Estate Economics, Asset Managment, Real Estate Private..., Mergers, Tax Credits, Real Estate Transactions, Apartments, Commercial Real Estate, Real Estate Development, Investment Properties, Brokerage, Real Estate Financing, Entitlements, HUD
Education
New York University School of Law 1990 — 1992
Juris Doctor, Law
Fordham University 1985 — 1989
B.S., Economics
The Donaldson Group January 2012 - Present
The Donaldson Group February 2003 - Present
Morgan Stanley June 1998 - February 2003
Cadwalader, Wickersham & Taft LLP November 1996 - June 1998
Skills
Asset Management, Portfolio Management, Derivatives, Credit, Financial Structuring, Finance, Negotiation, Bonds, Securities, Structured Products, Leases, Real Estate, Property Management, Disposition, Real Estate Economics, Asset Managment, Real Estate Private..., Mergers, Tax Credits, Real Estate Transactions, Apartments, Commercial Real Estate, Real Estate Development, Investment Properties, Brokerage, Real Estate Financing, Entitlements, HUD
Education
New York University School of Law 1990 — 1992
Juris Doctor, Law
Fordham University 1985 — 1989
B.S., Economics
Colin Zilins's Morgan Stanley Experience June 2007 - Present
Job AM at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2007 - Present
The Bank of New York Mellon Corp 2006 - 2007
ING Investment Management 2004 - 2006
SS&C GlobeOp 2002 - 2004
Citi 2000 - 2002
UBS Global Asset Management 1996 - 2000
Skills
Hedge Funds, Fund Of Funds, Operational Risk..., Alternative Investments, Asset Management, Derivatives, Fixed Income, Investor Relations, Accounting, Mutual Funds, Trading Systems, Project Management, Business Analysis, Due Diligence, Financial Services, Trading, Equities, Bloomberg, Capital Markets, Relationship Management, CRM, Operational Risk
Education
Fordham University
Bachelor of Science (B.S.)
Gabelli School of Business; Honors Graduate
Morgan Stanley June 2007 - Present
The Bank of New York Mellon Corp 2006 - 2007
ING Investment Management 2004 - 2006
SS&C GlobeOp 2002 - 2004
Citi 2000 - 2002
UBS Global Asset Management 1996 - 2000
Skills
Hedge Funds, Fund Of Funds, Operational Risk..., Alternative Investments, Asset Management, Derivatives, Fixed Income, Investor Relations, Accounting, Mutual Funds, Trading Systems, Project Management, Business Analysis, Due Diligence, Financial Services, Trading, Equities, Bloomberg, Capital Markets, Relationship Management, CRM, Operational Risk
Education
Fordham University
Bachelor of Science (B.S.)
Gabelli School of Business; Honors Graduate
EJ Garcia's Morgan Stanley Experience October 2011 - November 2013
Job
Industry Banking
Experience
Morgan Stanley October 2011 - November 2013
UBS January 2011 - June 2011
SyCip Salazar Hernandez & Gatmaitan June 2010 - August 2010
Skills
Due Diligence, Bloomberg, Alternative Investments, Research, Investment Research, Internal Audit, Microsoft Excel, Microsoft Word, Reputational Risk, Risk Management, Risk Analysis
Education
Fordham University 2007 — 2011
Bachelor of Arts (B.A.), Economics
PAREF Southridge 2002 — 2006
High School
Morgan Stanley October 2011 - November 2013
UBS January 2011 - June 2011
SyCip Salazar Hernandez & Gatmaitan June 2010 - August 2010
Skills
Due Diligence, Bloomberg, Alternative Investments, Research, Investment Research, Internal Audit, Microsoft Excel, Microsoft Word, Reputational Risk, Risk Management, Risk Analysis
Education
Fordham University 2007 — 2011
Bachelor of Arts (B.A.), Economics
PAREF Southridge 2002 — 2006
High School
Haixiang (Sean) Wang's Morgan Stanley Experience May 2013 - Present
Job Developer Integrator at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Flextrade May 2010 - May 2013
Argus Information and Advisory Services December 2009 - May 2010
Fordham University September 2008 - May 2010
Fordham University September 2008 - January 2010
Skills
SAS, Linux, VBA, Microsoft SQL Server, Access, Networking, Quantitative Finance, C++, Data Mining, Perl, SQL, Java, Algorithms, Programming, Unix, Software Engineering, Python
Education
New York University 2012 — 2014
Non-Degree, Mathematics in Finance
Fordham University 2008 — 2010
Master of Science, Computer Science
Huazhong University of Science and Technology 2004 — 2008
Bachelor of Engineering, Telecommunication
Morgan Stanley May 2013 - Present
Flextrade May 2010 - May 2013
Argus Information and Advisory Services December 2009 - May 2010
Fordham University September 2008 - May 2010
Fordham University September 2008 - January 2010
Skills
SAS, Linux, VBA, Microsoft SQL Server, Access, Networking, Quantitative Finance, C++, Data Mining, Perl, SQL, Java, Algorithms, Programming, Unix, Software Engineering, Python
Education
New York University 2012 — 2014
Non-Degree, Mathematics in Finance
Fordham University 2008 — 2010
Master of Science, Computer Science
Huazhong University of Science and Technology 2004 — 2008
Bachelor of Engineering, Telecommunication
Andrew Lewenec's Morgan Stanley Experience June 2011 - August 2011
Job Analyst at Bank of TokyoMitsubishi
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ June 2015 - Present
Crédit Agricole CIB October 2013 - May 2015
Berkery, Noyes & Co., LLC May 2013 - August 2013
Morgan Stanley June 2011 - August 2011
Deutsche Bank June 2011 - June 2011
UBS January 2011 - June 2011
Skills
Spanish, Financial Modeling, Microsoft Excel, Financial Statement..., Equity Derivatives
Education
Fordham University 2009 — 2013
BSc, Business Economics (Cum Laude)
Instituto Internacional de Madrid 2012 — 2012
Saint Joseph's Preparatory School 2005 — 2009
Bank of Tokyo-Mitsubishi UFJ June 2015 - Present
Crédit Agricole CIB October 2013 - May 2015
Berkery, Noyes & Co., LLC May 2013 - August 2013
Morgan Stanley June 2011 - August 2011
Deutsche Bank June 2011 - June 2011
UBS January 2011 - June 2011
Skills
Spanish, Financial Modeling, Microsoft Excel, Financial Statement..., Equity Derivatives
Education
Fordham University 2009 — 2013
BSc, Business Economics (Cum Laude)
Instituto Internacional de Madrid 2012 — 2012
Saint Joseph's Preparatory School 2005 — 2009
Alexandra Russo, J.D.'s Morgan Stanley Experience April 2010 - June 2010
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock June 2015 - Present
UBS Investment Bank May 2011 - May 2015
Jankoff & Gabe, P.C. June 2010 - May 2011
Pace University School of Law January 2010 - July 2010
Morgan Stanley April 2010 - June 2010
Merrill Lynch June 2008 - August 2008
Office of Congressman Jerrold Nadler January 2008 - May 2008
Merrill Lynch May 2007 - January 2008
Merrill Lynch May 2006 - May 2007
Skills
KYC, Dodd-Frank, Superior Client Service, Onboarding, Legal Research, Communication, Operations Coordination, Operations Processes, Operations Improvement, Regulatory Projects, Account Servicing, Project Management, Derivatives, Equities, Investment Banking, USA PATRIOT Act, Trading, Fixed Income
Education
Pace University School of Law 2009 — 2013
JD (cum laude), Corporate Law, Regulation
Fordham University 2005 — 2008
Bachelor of Arts, Political Science
MOUNT SAINT MARY ACADEMY 2001 — 2005
BlackRock June 2015 - Present
UBS Investment Bank May 2011 - May 2015
Jankoff & Gabe, P.C. June 2010 - May 2011
Pace University School of Law January 2010 - July 2010
Morgan Stanley April 2010 - June 2010
Merrill Lynch June 2008 - August 2008
Office of Congressman Jerrold Nadler January 2008 - May 2008
Merrill Lynch May 2007 - January 2008
Merrill Lynch May 2006 - May 2007
Skills
KYC, Dodd-Frank, Superior Client Service, Onboarding, Legal Research, Communication, Operations Coordination, Operations Processes, Operations Improvement, Regulatory Projects, Account Servicing, Project Management, Derivatives, Equities, Investment Banking, USA PATRIOT Act, Trading, Fixed Income
Education
Pace University School of Law 2009 — 2013
JD (cum laude), Corporate Law, Regulation
Fordham University 2005 — 2008
Bachelor of Arts, Political Science
MOUNT SAINT MARY ACADEMY 2001 — 2005
Waqas Ahmad's Morgan Stanley Experience January 2009 - May 2009
Job Investment Banking Summer Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2015 - August 2015
J.P. Morgan June 2010 - June 2014
Morgan Stanley January 2009 - May 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Credit Risk, Capital Markets, Mergers & Acquisitions, Business Valuation
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Fordham University 2007 — 2011
Bachelor of Science (BS), Finance
J.P. Morgan June 2015 - August 2015
J.P. Morgan June 2010 - June 2014
Morgan Stanley January 2009 - May 2009
Skills
Financial Analysis, Financial Modeling, Valuation, Corporate Finance, Credit Risk, Capital Markets, Mergers & Acquisitions, Business Valuation
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Fordham University 2007 — 2011
Bachelor of Science (BS), Finance
Caitlin Bovo's Morgan Stanley Experience August 2000 - May 2001
Job Experienced Education Administrator
Industry Education Management
Experience
Self Employed April 2000 - Present
Oak Knoll School August 2007 - June 2010
The Buckley School, NYC August 2006 - July 2007
Greenhill School August 2004 - June 2006
The Brearley School August 2001 - July 2004
Morgan Stanley August 2000 - May 2001
Skills
Teaching, Curriculum Design, English, Social Studies, Curriculum Development, Educational Leadership, Staff Development, Research, Educational Technology, Community Outreach, Psychology, Public Speaking, Non-profits, Editing, Microsoft Office
Education
Fordham University 2002 — 2004
MST, Masters in Curriculum and Teaching
Georgetown University 1996 — 2000
BSBA, Marketing, Education, Finance
The Hockaday School 1992 — 1996
Self Employed April 2000 - Present
Oak Knoll School August 2007 - June 2010
The Buckley School, NYC August 2006 - July 2007
Greenhill School August 2004 - June 2006
The Brearley School August 2001 - July 2004
Morgan Stanley August 2000 - May 2001
Skills
Teaching, Curriculum Design, English, Social Studies, Curriculum Development, Educational Leadership, Staff Development, Research, Educational Technology, Community Outreach, Psychology, Public Speaking, Non-profits, Editing, Microsoft Office
Education
Fordham University 2002 — 2004
MST, Masters in Curriculum and Teaching
Georgetown University 1996 — 2000
BSBA, Marketing, Education, Finance
The Hockaday School 1992 — 1996
Christopher Cohen's Morgan Stanley Experience July 1995 - Present
Job Executive Director at Morgan Stanley within Fixed Income Interest Rates
Industry Financial Services
Experience
Morgan Stanley July 1995 - Present
Skills
Series 7, Equities, Investment Banking, Derivatives, Interest Rate..., Securitization, Structured Products, Trading, Portfolio Management, Alternative Investments
Education
Fordham University 1991 — 1995
BA, Economics
Morgan Stanley July 1995 - Present
Skills
Series 7, Equities, Investment Banking, Derivatives, Interest Rate..., Securitization, Structured Products, Trading, Portfolio Management, Alternative Investments
Education
Fordham University 1991 — 1995
BA, Economics
Lois Beresford's Morgan Stanley Experience September 1997 - March 2002
Job Senior Executive Assistant at Turner Broadcasting System, Inc., a division of Time Warner, Inc.
Industry Entertainment
Experience
Turner Broadcasting System, Inc., a division of Time Warner, Inc. June 2005 - September 2015
Atlanta Hawks October 2002 - December 2005
Morgan Stanley September 1997 - March 2002
Skills
C-Level Executive..., Executive Calendar..., Strong Work Ethic, Build Strong..., Office Management, Event Coordination, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Travel Management, Meeting Planning, Customer Service, Research, Expense Management, Leadership, Budgets, Event Planning
Education
Fordham University
Bachelor of Arts (B.A.), Economics
Turner Broadcasting System, Inc., a division of Time Warner, Inc. June 2005 - September 2015
Atlanta Hawks October 2002 - December 2005
Morgan Stanley September 1997 - March 2002
Skills
C-Level Executive..., Executive Calendar..., Strong Work Ethic, Build Strong..., Office Management, Event Coordination, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Travel Management, Meeting Planning, Customer Service, Research, Expense Management, Leadership, Budgets, Event Planning
Education
Fordham University
Bachelor of Arts (B.A.), Economics
Catherine Melichar's Morgan Stanley Experience October 2000 - July 2003
Job Memorial SloanKettering Cancer Center
Industry Hospital & Health Care
Experience
Memorial Sloan-Kettering Cancer Center May 2013 - Present
Evercore Partners August 2011 - April 2013
Neuberger Berman June 2007 - August 2011
New York City Department of Education July 2003 - June 2007
Morgan Stanley October 2000 - July 2003
Enterprise Engineering Inc. July 1999 - October 2000
Skills
Onboarding, Coaching, Outlook, Talent Acquisition, Microsoft Word, Program Management, Vendor Management, Instructional Design, Equities, Staff Development, Project Management, Strategic Planning, Business Analysis, Budgets
Education
Fordham University
BA, Philosophy
Mercy College
MS, Educatioin
Memorial Sloan-Kettering Cancer Center May 2013 - Present
Evercore Partners August 2011 - April 2013
Neuberger Berman June 2007 - August 2011
New York City Department of Education July 2003 - June 2007
Morgan Stanley October 2000 - July 2003
Enterprise Engineering Inc. July 1999 - October 2000
Skills
Onboarding, Coaching, Outlook, Talent Acquisition, Microsoft Word, Program Management, Vendor Management, Instructional Design, Equities, Staff Development, Project Management, Strategic Planning, Business Analysis, Budgets
Education
Fordham University
BA, Philosophy
Mercy College
MS, Educatioin
Charmaine Welch's Morgan Stanley Experience June 2004 - June 2010
Job Executive Assistant at Evercore ISI
Industry Financial Services
Experience
Evercore ISI June 2010 - Present
Morgan Stanley June 2004 - June 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Equity Research, Series 7, Series 63, WebEx, FactSet, Concur, SurveyMonkey, Outlook
Education
Fordham University
Fordham University
Evercore ISI June 2010 - Present
Morgan Stanley June 2004 - June 2010
Skills
Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Equity Research, Series 7, Series 63, WebEx, FactSet, Concur, SurveyMonkey, Outlook
Education
Fordham University
Fordham University
Deborah Melichar's Morgan Stanley Experience June 2003 - April 2004
Job Executive Assistant
Industry Financial Services
Experience
Deustche Bank July 2004 - July 2011
Morgan Stanley June 2003 - April 2004
HSBC March 2003 - June 2003
Bear Stearns & Company October 1998 - January 2003
Skills
Microsoft Office, Concur
Education
Fordham University
Deustche Bank July 2004 - July 2011
Morgan Stanley June 2003 - April 2004
HSBC March 2003 - June 2003
Bear Stearns & Company October 1998 - January 2003
Skills
Microsoft Office, Concur
Education
Fordham University
Brian O'Neil's Morgan Stanley Experience March 2005 - August 2010
Job Associate Financial Sponsors Group at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities July 2012 - Present
Morgan Stanley March 2005 - August 2010
Skills
Financial Modeling, Bloomberg, Investments, Fixed Income, Valuation, Securities, Capital Markets, Corporate Finance, Equities, Investment Banking, Financial Analysis, Private Equity, Due Diligence, Financial Markets, Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Finance & Accounting
Fordham University
BS, Business Administration
Wells Fargo Securities July 2012 - Present
Morgan Stanley March 2005 - August 2010
Skills
Financial Modeling, Bloomberg, Investments, Fixed Income, Valuation, Securities, Capital Markets, Corporate Finance, Equities, Investment Banking, Financial Analysis, Private Equity, Due Diligence, Financial Markets, Derivatives
Education
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
MBA, Finance & Accounting
Fordham University
BS, Business Administration
Karen Padawer's Morgan Stanley Experience 2012 - 2013
Job PMO IT Governance and Change Management
Industry Information Technology and Services
Experience
Bridgewater Associates 2013 - 2014
Morgan Stanley 2012 - 2013
Credit Suisse 2012 - 2012
North Shore-LIJ Health System July 2010 - November 2011
Nielsen 2008 - 2010
Bear Stearns Investment Bank 2007 - 2007
UBS 2005 - 2007
American Express 2005 - 2005
Chase 1997 - 2004
Chase Bank 2000 - 2001
Skills
Vendor Management, PMO, SDLC, Business Process..., Program Management, Management, Product Management, Strategy, Leadership, Team Building, Training, Software Documentation, Process Improvement, Project Management, Cross-functional Team..., Visio, Strategic Planning, Business Process, Project Planning, Microsoft Office, Six Sigma, Change Management, Access, Quality Assurance, Team Leadership, Team Management, Healthcare Information..., SharePoint, Software Project..., MS Project, Software Quality..., Quality Management, Product Development, Process Engineering, CMMI
Education
Fordham University
MBA, Marketing
SUNY Albany
Bachelor of Science (BS), Business Administration and Management, General
Bridgewater Associates 2013 - 2014
Morgan Stanley 2012 - 2013
Credit Suisse 2012 - 2012
North Shore-LIJ Health System July 2010 - November 2011
Nielsen 2008 - 2010
Bear Stearns Investment Bank 2007 - 2007
UBS 2005 - 2007
American Express 2005 - 2005
Chase 1997 - 2004
Chase Bank 2000 - 2001
Skills
Vendor Management, PMO, SDLC, Business Process..., Program Management, Management, Product Management, Strategy, Leadership, Team Building, Training, Software Documentation, Process Improvement, Project Management, Cross-functional Team..., Visio, Strategic Planning, Business Process, Project Planning, Microsoft Office, Six Sigma, Change Management, Access, Quality Assurance, Team Leadership, Team Management, Healthcare Information..., SharePoint, Software Project..., MS Project, Software Quality..., Quality Management, Product Development, Process Engineering, CMMI
Education
Fordham University
MBA, Marketing
SUNY Albany
Bachelor of Science (BS), Business Administration and Management, General
Brody Nieporte's Morgan Stanley Experience January 2013 - May 2013
Job At
Industry Financial Services
Experience
Morgan Stanley January 2013 - May 2013
Piping Rock Club May 2004 - May 2013
Fordham University August 2011 - May 2012
Skills
Interpersonal Skills, Sales, Marketing, Microsoft Word, Microsoft Excel, Microsoft powerpoint, Leadership, Energetic team player
Education
Fordham University 2009 — 2013
Finance
Morgan Stanley January 2013 - May 2013
Piping Rock Club May 2004 - May 2013
Fordham University August 2011 - May 2012
Skills
Interpersonal Skills, Sales, Marketing, Microsoft Word, Microsoft Excel, Microsoft powerpoint, Leadership, Energetic team player
Education
Fordham University 2009 — 2013
Finance
Anne Sommerfield's Morgan Stanley Experience July 2000 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2000 - Present
GoldenTree Asset Management February 2005 - April 2006
Skills
Fixed Incom Operations...
Education
Fordham University 1996 — 2000
BS, Accounting and Finance
Morgan Stanley July 2000 - Present
GoldenTree Asset Management February 2005 - April 2006
Skills
Fixed Incom Operations...
Education
Fordham University 1996 — 2000
BS, Accounting and Finance
Brian Sestak's Morgan Stanley Experience August 2003 - April 2015
Job Head of Natural Gas Trading at Hartree Partners
Industry Financial Services
Experience
Hartree Partners April 2015 - Present
Morgan Stanley August 2003 - April 2015
Skills
Trading, Commodity, Fixed Income, Derivatives, Hedging, Financial Risk, Bloomberg, Equities, Options, Hedge Funds, Risk Management, Trading Systems
Education
Fordham University 1999 — 2003
Hartree Partners April 2015 - Present
Morgan Stanley August 2003 - April 2015
Skills
Trading, Commodity, Fixed Income, Derivatives, Hedging, Financial Risk, Bloomberg, Equities, Options, Hedge Funds, Risk Management, Trading Systems
Education
Fordham University 1999 — 2003
Aaron Markowitz's Morgan Stanley Experience June 2012 - May 2014
Job Yield Management Analyst at CBS Interactive
Industry Financial Services
Experience
CBS Interactive May 2014 - Present
Morgan Stanley June 2012 - May 2014
Fordham University April 2011 - April 2012
Morgan Stanley June 2011 - August 2011
Enterprise Rent-A-Car May 2010 - August 2010
Education
Fordham University 2008 — 2012
Bachelor of Arts (B.A.), Interdisciplinary Math and Economics
CBS Interactive May 2014 - Present
Morgan Stanley June 2012 - May 2014
Fordham University April 2011 - April 2012
Morgan Stanley June 2011 - August 2011
Enterprise Rent-A-Car May 2010 - August 2010
Education
Fordham University 2008 — 2012
Bachelor of Arts (B.A.), Interdisciplinary Math and Economics
Christopher Foo's Morgan Stanley Experience April 2011 - Present
Job Portfolio Overlay Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML
Education
Fordham University 2006 — 2010
Bachelor of Science (BS), Finance, General
Morgan Stanley April 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Public Speaking, HTML
Education
Fordham University 2006 — 2010
Bachelor of Science (BS), Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS