Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Sossi Megan Sossi Megan's Morgan Stanley Experience June 2014 - Present
Job Prime Brokerage Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Skills
Leadership, Teaching, Marketing, PowerPoint, Rowing, Microsoft Office, Public Speaking, Social Media Marketing, Customer Service, Facebook, Event Planning, Bloomberg Terminal
Education
Fordham University 2010 — 2014
B.S, Business Administration; Accounting and Finance
Middleton High School 2006 — 2010
High School Diploma
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Skills
Leadership, Teaching, Marketing, PowerPoint, Rowing, Microsoft Office, Public Speaking, Social Media Marketing, Customer Service, Facebook, Event Planning, Bloomberg Terminal
Education
Fordham University 2010 — 2014
B.S, Business Administration; Accounting and Finance
Middleton High School 2006 — 2010
High School Diploma
Sean Malizia Sean Malizia's Morgan Stanley Experience 2014 - 2014
Job Internal Audit Analyst at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley 2014 - 2014
New York Islanders June 2013 - August 2013
New York City Council March 2011 - January 2012
Skills
Political Campaigns, Legislation, Speech Writing, Economics, Community Outreach, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Community Engagement, Nonprofits, Social Media, Access, Teaching, PowerPoint, Facebook, Event Planning, Social Networking, Research, English Grammar
Education
Fordham University 2012 — 2015
Fordham University 2012 — 2015
Wagner College 2010 — 2012
St. Anthony's High School 2006 — 2010
Regents Diploma
Morgan Stanley 2014 - 2014
New York Islanders June 2013 - August 2013
New York City Council March 2011 - January 2012
Skills
Political Campaigns, Legislation, Speech Writing, Economics, Community Outreach, Public Speaking, Microsoft Office, Microsoft Excel, Microsoft Word, Community Engagement, Nonprofits, Social Media, Access, Teaching, PowerPoint, Facebook, Event Planning, Social Networking, Research, English Grammar
Education
Fordham University 2012 — 2015
Fordham University 2012 — 2015
Wagner College 2010 — 2012
St. Anthony's High School 2006 — 2010
Regents Diploma
Raul Alvarez Raul Alvarez's Morgan Stanley Experience December 2011 - June 2014
Job Physical Commodities Trading at Lukoil
Industry Oil & Energy
Experience
Lukoil Pan Americas LLC June 2014 - Present
Morgan Stanley December 2011 - June 2014
Stratus Data Systems September 2011 - December 2011
Experio Solutions May 2010 - October 2010
GP Bullhound June 2009 - January 2010
J&J Beverages May 2008 - August 2008
Acorn May 2007 - August 2007
Skills
Start-ups, Entrepreneurship, Leadership, Social Media, Digital Marketing, E-commerce, SEO, Finance, Investment Banking, Research, Public Speaking, Banking, Project Planning, Spanish, Financial Services
Education
Fordham Preparatory School
High School Diploma
Fordham University
Bachelor of Arts, 2011; Economics
Lukoil Pan Americas LLC June 2014 - Present
Morgan Stanley December 2011 - June 2014
Stratus Data Systems September 2011 - December 2011
Experio Solutions May 2010 - October 2010
GP Bullhound June 2009 - January 2010
J&J Beverages May 2008 - August 2008
Acorn May 2007 - August 2007
Skills
Start-ups, Entrepreneurship, Leadership, Social Media, Digital Marketing, E-commerce, SEO, Finance, Investment Banking, Research, Public Speaking, Banking, Project Planning, Spanish, Financial Services
Education
Fordham Preparatory School
High School Diploma
Fordham University
Bachelor of Arts, 2011; Economics
Rebecca McSween Rebecca McSween's Morgan Stanley Experience October 2014 - April 2015
Job Incoming Analyst at Goldman Sachs
Industry Capital Markets
Experience
Goldman Sachs May 2015 - July 2015
Morgan Stanley October 2014 - April 2015
JLL June 2014 - August 2014
The Office of Senator Kirsten E. Gillibrand June 2010 - June 2010
Education
Fordham University 2013 — 2016
Bachelor of Arts (B.A.), Economics, 3.97/4.0
The Brearley School 2008 — 2012
Goldman Sachs May 2015 - July 2015
Morgan Stanley October 2014 - April 2015
JLL June 2014 - August 2014
The Office of Senator Kirsten E. Gillibrand June 2010 - June 2010
Education
Fordham University 2013 — 2016
Bachelor of Arts (B.A.), Economics, 3.97/4.0
The Brearley School 2008 — 2012
Alex Witt （刘冠森）'s Morgan Stanley Experience June 2012 - September 2012
Job Investment Analyst at J.P. Morgan
Industry Investment Management
Experience
J.P. Morgan April 2014 - Present
Goldman Sachs August 2013 - April 2014
Rocket Internet GmbH January 2013 - March 2013
Morgan Stanley June 2012 - September 2012
CMR January 2011 - February 2011
Skills
Mandarin, German, Investment Banking, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Capital Markets, Emerging Markets, Economics, Due Diligence, Bloomberg, Capital IQ, ThomsonOne, Microsoft Excel, Investments
Education
Tsinghua University 2010 — 2013
Master's Degree
The London School of Economics and Political Science (LSE) 2009 — 2010
MSc (Merit/Honors)
Franklin & Marshall College 2006 — 2009
BA (Cum Laude)
J.P. Morgan April 2014 - Present
Goldman Sachs August 2013 - April 2014
Rocket Internet GmbH January 2013 - March 2013
Morgan Stanley June 2012 - September 2012
CMR January 2011 - February 2011
Skills
Mandarin, German, Investment Banking, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Capital Markets, Emerging Markets, Economics, Due Diligence, Bloomberg, Capital IQ, ThomsonOne, Microsoft Excel, Investments
Education
Tsinghua University 2010 — 2013
Master's Degree
The London School of Economics and Political Science (LSE) 2009 — 2010
MSc (Merit/Honors)
Franklin & Marshall College 2006 — 2009
BA (Cum Laude)
Silvana Lauricella Silvana Lauricella's Morgan Stanley Experience January 2001 - January 2011
Job Office Manager/Executive Assistant at Lucidus Capital Partners
Industry Financial Services
Experience
Lucidus Capital Partners January 2011 - Present
Morgan Stanley January 2001 - January 2011
Deutsche Bank NA October 1995 - May 1998
Education
Fordham University
Bachelor of Arts (BA), Media/Communications
Lucidus Capital Partners January 2011 - Present
Morgan Stanley January 2001 - January 2011
Deutsche Bank NA October 1995 - May 1998
Education
Fordham University
Bachelor of Arts (BA), Media/Communications
Thomas Kenny Thomas Kenny's Morgan Stanley Experience March 1992 - March 2002
Job Derivative Sales and Trading
Industry Financial Services
Experience
BayCrest Partners September 2013 - Present
FBR February 2011 - July 2013
Bank Hapoalim March 2008 - March 2011
Bank of America March 2002 - March 2008
Morgan Stanley March 1992 - March 2002
Skills
Series 7, Options, Equities, Trading, Derivatives, Capital Markets, Alternative Investments, Bloomberg, Equity Derivatives, Fixed Income, Hedge Funds, Investment Banking, Investments, Portfolio Management, Securities
Education
Fordham University 1983 — 1987
BA, Economics
BayCrest Partners September 2013 - Present
FBR February 2011 - July 2013
Bank Hapoalim March 2008 - March 2011
Bank of America March 2002 - March 2008
Morgan Stanley March 1992 - March 2002
Skills
Series 7, Options, Equities, Trading, Derivatives, Capital Markets, Alternative Investments, Bloomberg, Equity Derivatives, Fixed Income, Hedge Funds, Investment Banking, Investments, Portfolio Management, Securities
Education
Fordham University 1983 — 1987
BA, Economics
Anand George's Morgan Stanley Experience August 2002 - August 2007
Job Patent Counsel at Google
Industry Law Practice
Experience
Google July 2014 - Present
Patton Boggs / McGuireWoods LLP November 2013 - June 2014
Kenyon & Kenyon January 2011 - November 2013
Morgan Stanley August 2002 - August 2007
Skills
Patent Drafting, Patent Prosecution, Patent Litigation, Patent Analysis, Software Design, Software Engineering, Software Development, Java, Tamil, Eclipse, SQL, Sybase, JBuilder, JavaBeans, Servlets, XML, XSLT, Video Coding, JSP, Patents, Patentability, Software Patents, Intellectual Property, Strategy, Legal Writing, Licensing, Legal Research, Litigation
Education
Fordham Law School 2007 — 2010
J.D.
Stony Brook University 1998 — 2002
B.S., Computer Science, Economics
Google July 2014 - Present
Patton Boggs / McGuireWoods LLP November 2013 - June 2014
Kenyon & Kenyon January 2011 - November 2013
Morgan Stanley August 2002 - August 2007
Skills
Patent Drafting, Patent Prosecution, Patent Litigation, Patent Analysis, Software Design, Software Engineering, Software Development, Java, Tamil, Eclipse, SQL, Sybase, JBuilder, JavaBeans, Servlets, XML, XSLT, Video Coding, JSP, Patents, Patentability, Software Patents, Intellectual Property, Strategy, Legal Writing, Licensing, Legal Research, Litigation
Education
Fordham Law School 2007 — 2010
J.D.
Stony Brook University 1998 — 2002
B.S., Computer Science, Economics
Lisa Haffner's Morgan Stanley Experience October 2014 - Present
Job Wealth Advisor
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Beechcraft Corporation November 1995 - September 2014
Raytheon Aircraft Company 1995 - 2007
Skills
Tax, Forecasting, Tax Accounting, Auditing, Financial Reporting, Accounting, Financial Analysis, Internal Controls, Financial Accounting, GAAP, US GAAP, SEC filings, Sarbanes-Oxley Act, Cash Flow, Corporate Tax, SEC Filings
Education
Fort Hays State University 1983 — 1987
Bachelors of Business Administration, Accounting
Morgan Stanley October 2014 - Present
Beechcraft Corporation November 1995 - September 2014
Raytheon Aircraft Company 1995 - 2007
Skills
Tax, Forecasting, Tax Accounting, Auditing, Financial Reporting, Accounting, Financial Analysis, Internal Controls, Financial Accounting, GAAP, US GAAP, SEC filings, Sarbanes-Oxley Act, Cash Flow, Corporate Tax, SEC Filings
Education
Fort Hays State University 1983 — 1987
Bachelors of Business Administration, Accounting
Erica Bunin Erica Bunin's Morgan Stanley Experience July 1986 - December 2006
Job Arbitrator at Financial Industry Regulatory Authority (FINRA)
Industry Real Estate
Experience
Financial Industry Regulatory Authority (FINRA) October 2010 - Present
Alfred Real Estate, Inc. March 2008 - Present
Freelance Legal Consulting January 2007 - Present
Morgan Stanley July 1986 - December 2006
Skills
Real Estate, Real Estate Transactions, Employment law, Arts Administration, Securities Litigation, Securities Industry, Due Diligence, Investment Properties, Marketing, Property Management, Mergers & Acquisitions
Education
Fordham University School of Law
J.D.
Financial Industry Regulatory Authority (FINRA) October 2010 - Present
Alfred Real Estate, Inc. March 2008 - Present
Freelance Legal Consulting January 2007 - Present
Morgan Stanley July 1986 - December 2006
Skills
Real Estate, Real Estate Transactions, Employment law, Arts Administration, Securities Litigation, Securities Industry, Due Diligence, Investment Properties, Marketing, Property Management, Mergers & Acquisitions
Education
Fordham University School of Law
J.D.
Janet Livingston Janet Livingston's Morgan Stanley Experience 1994 - 2013
Job Senior Paralegal at Standard & Poor's Ratings Group
Industry Legal Services
Experience
Standard & Poor's Ratings Group 2015 - Present
Morgan Stanley 1994 - 2013
Skills
Contract Negotiation;..., ; Document Review, Legal, Corporate Law, Organizational..., Time Management, Priority Management, Securities, Mergers & Acquisitions, Investment Banking, Capital Markets, Structured Finance, Private Equity, IPO, Banking, Securities Regulation, Equity Capital Markets, Private Placements, Hedge Funds, Contract Negotiation, Due Diligence, Equities, Corporate Finance
Education
Fordham Law School
University of Washington
Bachelor of Arts (B.A.), Business Administration/Marketing
Standard & Poor's Ratings Group 2015 - Present
Morgan Stanley 1994 - 2013
Skills
Contract Negotiation;..., ; Document Review, Legal, Corporate Law, Organizational..., Time Management, Priority Management, Securities, Mergers & Acquisitions, Investment Banking, Capital Markets, Structured Finance, Private Equity, IPO, Banking, Securities Regulation, Equity Capital Markets, Private Placements, Hedge Funds, Contract Negotiation, Due Diligence, Equities, Corporate Finance
Education
Fordham Law School
University of Washington
Bachelor of Arts (B.A.), Business Administration/Marketing
Kevin Rosenbloom Kevin Rosenbloom's Morgan Stanley Experience April 2005 - September 2005
Job President at Foot In Motion
Industry Hospital & Health Care
Experience
Algeos USA July 2014 - Present
Foot In Motion Inc. September 2007 - Present
Doctors On Demand Health Networks 2007 - 2009
Langer Inc. October 2005 - May 2007
US Orthotic Center 2007 - 2007
Morgan Stanley April 2005 - September 2005
Weil Foot and Ankle Institute July 2003 - March 2005
Skills
Innovator, Orthopedic, Start-ups, Manufacturing, Entrepreneur, Healthcare, Public Speaking, Strategic Planning, Sales Management, New Business Development, Medical Devices, Hospitals, Entrepreneurship, Marketing Strategy, Product Development, Business Development, Sales, Team Building, Sales Operations, Wound Care, Marketing, Leadership, Clinical Research, Surgery, Online Marketing, Business Strategy, Selling, Product Launch, Time Management, Healthcare Information..., Product Marketing, Market Development, Managed Care, Orthopedics
Education
Fort Lewis College
Business Administration
Northwestern University
Pedorthics
Algeos USA July 2014 - Present
Foot In Motion Inc. September 2007 - Present
Doctors On Demand Health Networks 2007 - 2009
Langer Inc. October 2005 - May 2007
US Orthotic Center 2007 - 2007
Morgan Stanley April 2005 - September 2005
Weil Foot and Ankle Institute July 2003 - March 2005
Skills
Innovator, Orthopedic, Start-ups, Manufacturing, Entrepreneur, Healthcare, Public Speaking, Strategic Planning, Sales Management, New Business Development, Medical Devices, Hospitals, Entrepreneurship, Marketing Strategy, Product Development, Business Development, Sales, Team Building, Sales Operations, Wound Care, Marketing, Leadership, Clinical Research, Surgery, Online Marketing, Business Strategy, Selling, Product Launch, Time Management, Healthcare Information..., Product Marketing, Market Development, Managed Care, Orthopedics
Education
Fort Lewis College
Business Administration
Northwestern University
Pedorthics
Steve Emerson Steve Emerson's Morgan Stanley Experience 1997 - 1998
Job Managing Partner/Financial Consultant
Industry Financial Services
Experience
First Pacific Financial Services April 2004 - Present
Charles Schwab 1998 - 2004
Morgan Stanley 1997 - 1998
Electra Broadcasting 1996 - 1998
Education
Santa Barbara City College 1980 — 1981
Economics
Fort Lewis College 1976 — 1977
Economics, Political Science
First Pacific Financial Services April 2004 - Present
Charles Schwab 1998 - 2004
Morgan Stanley 1997 - 1998
Electra Broadcasting 1996 - 1998
Education
Santa Barbara City College 1980 — 1981
Economics
Fort Lewis College 1976 — 1977
Economics, Political Science
Tian Zeng Tian Zeng's Morgan Stanley Experience May 2015 - August 2015
Job Financial Analyst
Industry Financial Services
Experience
J.P. Morgan September 2015 - Present
Morgan Stanley May 2015 - August 2015
Barneys New York September 2014 - December 2014
UBS June 2014 - August 2014
China national tobacco corporation March 2011 - June 2012
Skills
Customer Service, Account Management, Financial Analysis, Cubes, SharePoint, Adhoc, MS Excel Pivot Tables, Vlookup, PowerPoint
Education
Fordham University 2013 — 2015
Master of Business Administration (M.B.A.), Accounting, 3.68
J.P. Morgan September 2015 - Present
Morgan Stanley May 2015 - August 2015
Barneys New York September 2014 - December 2014
UBS June 2014 - August 2014
China national tobacco corporation March 2011 - June 2012
Skills
Customer Service, Account Management, Financial Analysis, Cubes, SharePoint, Adhoc, MS Excel Pivot Tables, Vlookup, PowerPoint
Education
Fordham University 2013 — 2015
Master of Business Administration (M.B.A.), Accounting, 3.68
Jeremy Gold Jeremy Gold's Morgan Stanley Experience July 2015 - Present
Job Legal and Compliance Institutional Bank
Industry Law Practice
Experience
Morgan Stanley July 2015 - Present
National Futures Association December 2014 - July 2015
National Futures Association 2013 - November 2014
Aleutian Capital Partners September 2011 - May 2012
PILnet May 2011 - November 2011
Mintz & Fraade P.C January 2011 - June 2011
Fordham Law Mediation Clinic January 2011 - May 2011
Skills
Legal Research, Legal Writing, Westlaw, Financial Analysis, Due Diligence, Economic Development, Lexis, Capital Markets, Private Equity, Financial Modeling, Corporate Finance, Research, LBO, Business Strategy, Data Analysis, Economics, Financial Regulation, Securities Regulation, Legal Compliance, Legal Assistance, Courts, Investment Banking, Investments, Dodd-Frank, Securities, Regulatory Examinations, Finance, Microsoft Excel, Derivatives, Banking
Education
Fordham University School of Law 2009 — 2012
J.D, Law
New York University New 2005 — 2009
B.A, Economics
Latymer Upper School 1998 — 2005
3 A-Levels, 4 AS Levels, Economics, English Literature, Early Modern History, Pure Maths
Morgan Stanley July 2015 - Present
National Futures Association December 2014 - July 2015
National Futures Association 2013 - November 2014
Aleutian Capital Partners September 2011 - May 2012
PILnet May 2011 - November 2011
Mintz & Fraade P.C January 2011 - June 2011
Fordham Law Mediation Clinic January 2011 - May 2011
Skills
Legal Research, Legal Writing, Westlaw, Financial Analysis, Due Diligence, Economic Development, Lexis, Capital Markets, Private Equity, Financial Modeling, Corporate Finance, Research, LBO, Business Strategy, Data Analysis, Economics, Financial Regulation, Securities Regulation, Legal Compliance, Legal Assistance, Courts, Investment Banking, Investments, Dodd-Frank, Securities, Regulatory Examinations, Finance, Microsoft Excel, Derivatives, Banking
Education
Fordham University School of Law 2009 — 2012
J.D, Law
New York University New 2005 — 2009
B.A, Economics
Latymer Upper School 1998 — 2005
3 A-Levels, 4 AS Levels, Economics, English Literature, Early Modern History, Pure Maths
Daniel Goodkind Daniel Goodkind's Morgan Stanley Experience June 2015 - Present
Job Business, Organizations and Society Major • Psychology Minor • Franklin and Marshall College
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Bond Street Group, LLC July 2012 - August 2012
iVision International LLC June 2012 - July 2012
Phillips Van-Heusen July 2011 - August 2011
Skills
Research, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Financial Modeling, Financial Analysis, Bloomberg, Social Media, Market Research, Editing, Customer Service, Languages: Competent in..., Bloomberg Terminal, SPSS, Event Planning, Leadership, Computer: Highly..., Business Objects
Education
Franklin & Marshall College 2011 — 2015
Bachelor of Arts (B.A.), Major: Business, Organization and Society, Minor: Psychology
New York University
Florence: Fall Semester Study Abroad
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Morgan Stanley June 2013 - August 2013
Bond Street Group, LLC July 2012 - August 2012
iVision International LLC June 2012 - July 2012
Phillips Van-Heusen July 2011 - August 2011
Skills
Research, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Data Analysis, Financial Modeling, Financial Analysis, Bloomberg, Social Media, Market Research, Editing, Customer Service, Languages: Competent in..., Bloomberg Terminal, SPSS, Event Planning, Leadership, Computer: Highly..., Business Objects
Education
Franklin & Marshall College 2011 — 2015
Bachelor of Arts (B.A.), Major: Business, Organization and Society, Minor: Psychology
New York University
Florence: Fall Semester Study Abroad
Richard Borrello Richard Borrello's Morgan Stanley Experience June 2015 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley Investment Management September 2014 - May 2015
Morgan Stanley June 2014 - August 2014
GPS Realty NYC September 2013 - May 2014
Uniqlo September 2012 - December 2012
Fort Lauderdale Strikers May 2012 - August 2012
WFUV October 2011 - August 2012
Fordham University Residence Hall Association September 2011 - May 2012
Skills
Microsoft Office, Social Media, PowerPoint, Sports, Facebook, Event Planning, Social Networking, Microsoft Excel, Microsoft Word, Social Media Marketing, Spanish, Blogging, Event Management, Customer Service, Public Relations, Research, Outlook, Public Speaking, Advertising
Education
Fordham University 2011 — 2015
Bachelor of Science, Business Administration
Morgan Stanley June 2015 - Present
Morgan Stanley Investment Management September 2014 - May 2015
Morgan Stanley June 2014 - August 2014
GPS Realty NYC September 2013 - May 2014
Uniqlo September 2012 - December 2012
Fort Lauderdale Strikers May 2012 - August 2012
WFUV October 2011 - August 2012
Fordham University Residence Hall Association September 2011 - May 2012
Skills
Microsoft Office, Social Media, PowerPoint, Sports, Facebook, Event Planning, Social Networking, Microsoft Excel, Microsoft Word, Social Media Marketing, Spanish, Blogging, Event Management, Customer Service, Public Relations, Research, Outlook, Public Speaking, Advertising
Education
Fordham University 2011 — 2015
Bachelor of Science, Business Administration
Rupei Li Rupei Li's Morgan Stanley Experience October 2012 - December 2012
Job Graduate Student at Fordham
Industry Financial Services
Experience
Fordham September 2013 - Present
Morgan Stanley October 2012 - December 2012
Chase Dream in Metog (NGO) July 2012 - August 2012
PwC September 2011 - October 2011
Fido College Students' Venture Company November 2010 - January 2011
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Corporate Finance, Economics, Microsoft Office, PowerPoint, Microsoft Word, Valuation, Bloomberg, Finance, Teamwork, Accounting
Education
Fordham University 2013 — 2014
Master's degree, Global Finance
Fudan University 2009 — 2013
Bachelor's degree, Economics
Fordham September 2013 - Present
Morgan Stanley October 2012 - December 2012
Chase Dream in Metog (NGO) July 2012 - August 2012
PwC September 2011 - October 2011
Fido College Students' Venture Company November 2010 - January 2011
Skills
Financial Analysis, Microsoft Excel, Financial Modeling, Corporate Finance, Economics, Microsoft Office, PowerPoint, Microsoft Word, Valuation, Bloomberg, Finance, Teamwork, Accounting
Education
Fordham University 2013 — 2014
Master's degree, Global Finance
Fudan University 2009 — 2013
Bachelor's degree, Economics
Perry Skoutelas Perry Skoutelas's Morgan Stanley Experience September 2008 - May 2013
Job Business Intelligence & Operational Strategy at Etsy
Industry Internet
Experience
Etsy June 2013 - Present
Morgan Stanley September 2008 - May 2013
Skills
Equities, Investment Banking, Social Media, Data Analysis, Business Intelligence, E-commerce, Operations Research, Risk Analysis, Business Management, Operational Strategy, Forecasting, SQL, Web Analytics, Legal Research, Legal Writing
Education
Fordham University School of Law 2011 — 2015
Juris Doctor (J.D.), Law
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor's Degree, B.S., cum laude, Finance
The London School of Economics and Political Science (LSE) 2006 — 2007
Etsy June 2013 - Present
Morgan Stanley September 2008 - May 2013
Skills
Equities, Investment Banking, Social Media, Data Analysis, Business Intelligence, E-commerce, Operations Research, Risk Analysis, Business Management, Operational Strategy, Forecasting, SQL, Web Analytics, Legal Research, Legal Writing
Education
Fordham University School of Law 2011 — 2015
Juris Doctor (J.D.), Law
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor's Degree, B.S., cum laude, Finance
The London School of Economics and Political Science (LSE) 2006 — 2007
Charlotte Katter Charlotte Katter's Morgan Stanley Experience May 2014 - Present
Job Program Assistant at Morgan Stanley
Industry Philanthropy
Experience
Morgan Stanley May 2014 - Present
Major League Baseball May 2013 - August 2013
Pennsylvania State Representative Campaign Intern for Marcy Dubroff August 2012 - November 2012
Homes with Hope May 2008 - May 2010
Education
Franklin & Marshall College 2010 — 2014
Political Science and Government and Anthropology, Junior
University of Westminster 2012 — 2012
History
Morgan Stanley May 2014 - Present
Major League Baseball May 2013 - August 2013
Pennsylvania State Representative Campaign Intern for Marcy Dubroff August 2012 - November 2012
Homes with Hope May 2008 - May 2010
Education
Franklin & Marshall College 2010 — 2014
Political Science and Government and Anthropology, Junior
University of Westminster 2012 — 2012
History
Valentina Berisha Valentina Berisha's Morgan Stanley Experience June 2012 - Present
Job Analyst, Compensation & Business Analytics at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Morgan Stanley June 2010 - Present
UBS June 2009 - December 2009
Education
Fordham University 2008 — 2011
Finance
Morgan Stanley June 2012 - Present
Morgan Stanley June 2010 - Present
UBS June 2009 - December 2009
Education
Fordham University 2008 — 2011
Finance
Scott Barry Scott Barry's Morgan Stanley Experience February 2007 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2007 - Present
Morgan Stanley June 2005 - February 2007
Morgan Stanley September 2002 - June 2005
Morgan Stanley May 2000 - September 2002
RB Data systems 1998 - 2000
Skills
Electronic Trading, Trading Systems, Market Data, Equities, Equity Derivatives, Prime Brokerage, Product Management, Technical Support, Derivatives, Options, Product Support, Equity Trading, Hedge Funds, Exchange Connectivity, Trading, Risk Management, Management, Financial Markets, Bloomberg
Education
Fordham University 1998 — 2004
Bachelors, Information Systems
Regis High School 1994 — 1998
Morgan Stanley February 2007 - Present
Morgan Stanley June 2005 - February 2007
Morgan Stanley September 2002 - June 2005
Morgan Stanley May 2000 - September 2002
RB Data systems 1998 - 2000
Skills
Electronic Trading, Trading Systems, Market Data, Equities, Equity Derivatives, Prime Brokerage, Product Management, Technical Support, Derivatives, Options, Product Support, Equity Trading, Hedge Funds, Exchange Connectivity, Trading, Risk Management, Management, Financial Markets, Bloomberg
Education
Fordham University 1998 — 2004
Bachelors, Information Systems
Regis High School 1994 — 1998
Vincent Reinhart Vincent Reinhart's Morgan Stanley Experience October 2011 - April 2015
Job Visting Scholar at American Enterprise Institute
Industry Financial Services
Experience
American Enterprise Institute April 2015 - Present
Morgan Stanley October 2011 - April 2015
AEI October 2007 - September 2011
Federal Reserve Board June 2007 - July 2007
Federal Reserve Board June 2001 - June 2007
Federal Reserve Board July 1999 - June 2001
Skills
Financial Regulation, Monetary Policy, Economics, International Finance, Econometrics, Macroeconomics, Policy Analysis, Public Policy, Eviews, Research, Statistics, Financial Modeling, Financial Markets, Quantitative Analytics, Economic Research, Finance, Policy, Analysis, International Economics, Capital Markets, Emerging Markets
Education
Columbia University Graduate School of Arts and Sciences 1979 — 1983
M. Phil, Economics
Fordham University
BS Economics
American Enterprise Institute April 2015 - Present
Morgan Stanley October 2011 - April 2015
AEI October 2007 - September 2011
Federal Reserve Board June 2007 - July 2007
Federal Reserve Board June 2001 - June 2007
Federal Reserve Board July 1999 - June 2001
Skills
Financial Regulation, Monetary Policy, Economics, International Finance, Econometrics, Macroeconomics, Policy Analysis, Public Policy, Eviews, Research, Statistics, Financial Modeling, Financial Markets, Quantitative Analytics, Economic Research, Finance, Policy, Analysis, International Economics, Capital Markets, Emerging Markets
Education
Columbia University Graduate School of Arts and Sciences 1979 — 1983
M. Phil, Economics
Fordham University
BS Economics
Brandon Nelsen's Morgan Stanley Experience 2006 - 2007
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2008 - Present
Morgan Stanley 2006 - 2007
Education
Fort Hays State University 2006 — 2010
MBA studies
NCC 2005 — 2005
BA
Merrill Lynch 2008 - Present
Morgan Stanley 2006 - 2007
Education
Fort Hays State University 2006 — 2010
MBA studies
NCC 2005 — 2005
BA
Seth Diamond Seth Diamond's Morgan Stanley Experience July 2005 - December 2013
Job Vice President/Investments Financial Advisor at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC December 2013 - Present
Morgan Stanley July 2005 - December 2013
Prudential Securities/ Wachovia Securities June 1995 - June 2005
Education
New York University 1985 — 1990
Master of Business Administration (M.B.A.), Finance
Franklin & Marshall College 1978 — 1982
Bachelor's Degree, Economics
Janney Montgomery Scott LLC December 2013 - Present
Morgan Stanley July 2005 - December 2013
Prudential Securities/ Wachovia Securities June 1995 - June 2005
Education
New York University 1985 — 1990
Master of Business Administration (M.B.A.), Finance
Franklin & Marshall College 1978 — 1982
Bachelor's Degree, Economics
Alex Rocky Ramniceanu's Morgan Stanley Experience October 2001 - August 2005
Job Event Production / Management / Design | Creative Director | Photographer | Videographer
Industry Entertainment
Experience
Freelance January 2007 - Present
Freelance January 2007 - Present
Bespoke Musik June 2012 - Present
Dynamic Companies March 2007 - February 2013
Global Frequencies August 2006 - June 2012
Modern Message August 2006 - December 2009
Vincent Partners August 2005 - August 2006
Morgan Stanley October 2001 - August 2005
Skills
Event Management, Social Media Marketing, Graphic Design, Creative Direction, Copywriting, Financial Analysis, Special Events..., Adobe Creative Suite, Video Production, Event Design, Video Production +..., Digital Music Marketing, Contract Negotiation, Sponsorship Sales, Strategy Execution, Final Cut Pro, Music Licensing, Live Event Producer, Large-scale Event..., HD Videography, Event Planning, Online Advertising, A&R, Sponsorship, Marketing, Film, Radio, Public Relations, Digital Media, DJ, Festivals, Music, New Media, Electronic Music, Relationship Marketing, Publicity
Education
Franklin & Marshall College 1997 — 2001
BA, English + Marketing/Communications
Franklin & Marshall College
Bachelor of Arts (B.A.), Business Administration and Management + English
Freelance January 2007 - Present
Freelance January 2007 - Present
Bespoke Musik June 2012 - Present
Dynamic Companies March 2007 - February 2013
Global Frequencies August 2006 - June 2012
Modern Message August 2006 - December 2009
Vincent Partners August 2005 - August 2006
Morgan Stanley October 2001 - August 2005
Skills
Event Management, Social Media Marketing, Graphic Design, Creative Direction, Copywriting, Financial Analysis, Special Events..., Adobe Creative Suite, Video Production, Event Design, Video Production +..., Digital Music Marketing, Contract Negotiation, Sponsorship Sales, Strategy Execution, Final Cut Pro, Music Licensing, Live Event Producer, Large-scale Event..., HD Videography, Event Planning, Online Advertising, A&R, Sponsorship, Marketing, Film, Radio, Public Relations, Digital Media, DJ, Festivals, Music, New Media, Electronic Music, Relationship Marketing, Publicity
Education
Franklin & Marshall College 1997 — 2001
BA, English + Marketing/Communications
Franklin & Marshall College
Bachelor of Arts (B.A.), Business Administration and Management + English
Andrew A.J. Magid Andrew A.J. Magid's Morgan Stanley Experience April 2004 - August 2004
Job Associate Attorney at Akerman LLP
Industry Law Practice
Experience
Akerman LLP April 2015 - Present
Thompson, Coe, Cousins & Irons L.L.P. May 2014 - April 2015
Golenbock Eiseman Assor Bell & Peskoe LLP September 2012 - April 2014
Golenbock Eiseman Assor Bell & Peskoe LLP May 2011 - September 2013
Holland & Knight LLP August 2008 - December 2012
New York State Unified Court System May 2010 - August 2010
The White House August 2007 - December 2007
U.S. Department of State January 2007 - August 2007
U.S. House of Representatives August 2004 - December 2004
Morgan Stanley April 2004 - August 2004
Education
Fordham University School of Law 2009 — 2012
J.D., Law
University of Maryland College Park 2004 — 2008
BA, Political Science and History
Akerman LLP April 2015 - Present
Thompson, Coe, Cousins & Irons L.L.P. May 2014 - April 2015
Golenbock Eiseman Assor Bell & Peskoe LLP September 2012 - April 2014
Golenbock Eiseman Assor Bell & Peskoe LLP May 2011 - September 2013
Holland & Knight LLP August 2008 - December 2012
New York State Unified Court System May 2010 - August 2010
The White House August 2007 - December 2007
U.S. Department of State January 2007 - August 2007
U.S. House of Representatives August 2004 - December 2004
Morgan Stanley April 2004 - August 2004
Education
Fordham University School of Law 2009 — 2012
J.D., Law
University of Maryland College Park 2004 — 2008
BA, Political Science and History
Steven Facini, CRPC's Morgan Stanley Experience May 2001 - February 2004
Job CMO | Financial Services Marketing | Channel Marketing | Content Marketing | Retirement Marketing | Digital Marketing
Industry Marketing and Advertising
Experience
OnDemand CMO November 2013 - Present
New York University January 2014 - Present
Lenox Advisors October 2012 - October 2013
Citi Personal Wealth Management January 2010 - October 2012
Smith Barney April 2006 - September 2009
Morgan Stanley May 2001 - February 2004
Optimedia April 1998 - May 2001
McCann Erickson 1995 - April 1998
Jaguar Cars Inc July 1988 - July 1994
Skills
Marketing Strategy, Integrated..., Competitive Analysis, Marketing Communications, Product Marketing, Marketing, Retail Brokerage, Financial Services, Lead Generation, Management, CRPC, Business Development, Sales Operations, Advertising, Marketing Research, Integrated Marketing, Wealth Management, Leadership, Strategy, Public Relations, Retirement, Digital Marketing, CRM, Customer Retention, Online Marketing, Brand Development, Investments, Media Planning, Direct Marketing, Analytics, Digital Media, Customer Experience, Brand Management, Strategic Partnerships, Customer Acquisition, CMOS, Alternative Investments, Interactive Marketing, Analysis, Cross Selling, Relationship Management, Segmentation, Budgets, Strategic Planning, Online Advertising, Digital Strategy, Project Management, Internal Communications, Consulting, Series 7, 24, 63...
Education
Fordham University
Bachelor of Arts
Ohio State University
Masters of Art, Sports Marketing
W. C. Mepham
OnDemand CMO November 2013 - Present
New York University January 2014 - Present
Lenox Advisors October 2012 - October 2013
Citi Personal Wealth Management January 2010 - October 2012
Smith Barney April 2006 - September 2009
Morgan Stanley May 2001 - February 2004
Optimedia April 1998 - May 2001
McCann Erickson 1995 - April 1998
Jaguar Cars Inc July 1988 - July 1994
Skills
Marketing Strategy, Integrated..., Competitive Analysis, Marketing Communications, Product Marketing, Marketing, Retail Brokerage, Financial Services, Lead Generation, Management, CRPC, Business Development, Sales Operations, Advertising, Marketing Research, Integrated Marketing, Wealth Management, Leadership, Strategy, Public Relations, Retirement, Digital Marketing, CRM, Customer Retention, Online Marketing, Brand Development, Investments, Media Planning, Direct Marketing, Analytics, Digital Media, Customer Experience, Brand Management, Strategic Partnerships, Customer Acquisition, CMOS, Alternative Investments, Interactive Marketing, Analysis, Cross Selling, Relationship Management, Segmentation, Budgets, Strategic Planning, Online Advertising, Digital Strategy, Project Management, Internal Communications, Consulting, Series 7, 24, 63...
Education
Fordham University
Bachelor of Arts
Ohio State University
Masters of Art, Sports Marketing
W. C. Mepham
William Schreier William Schreier's Morgan Stanley Experience April 1985 - February 1992
Job Managing Director
Industry Financial Services
Experience
Infrastructure Capital Management, LLC May 2012 - Present
BMO Capital Markets May 2005 - February 2012
CIBC World Markets January 1998 - April 2005
Salomon Brothers July 1995 - January 1998
Morgan Stanley April 1985 - February 1992
Willkie Farr & Gallagher LLP September 1981 - April 1985
Skills
Capital Markets, Investment Banking, Equities, Private Placements, Private Equity, Valuation, IPO, Hedge Funds, Corporate Finance, Financial Modeling, Financial Structuring, Equity Capital Markets
Education
Fordham University School of Law 1978 — 1981
J.D., Law
University of Pennsylvania - The Wharton School 1974 — 1978
B.S., Finance
Infrastructure Capital Management, LLC May 2012 - Present
BMO Capital Markets May 2005 - February 2012
CIBC World Markets January 1998 - April 2005
Salomon Brothers July 1995 - January 1998
Morgan Stanley April 1985 - February 1992
Willkie Farr & Gallagher LLP September 1981 - April 1985
Skills
Capital Markets, Investment Banking, Equities, Private Placements, Private Equity, Valuation, IPO, Hedge Funds, Corporate Finance, Financial Modeling, Financial Structuring, Equity Capital Markets
Education
Fordham University School of Law 1978 — 1981
J.D., Law
University of Pennsylvania - The Wharton School 1974 — 1978
B.S., Finance
Philip Kehl, CFA Philip Kehl, CFA's Morgan Stanley Experience January 1986 - January 2002
Job Independent Investment Management Professional
Industry Investment Management
Experience
Morgan Stanley January 1986 - January 2002
Dean Witter 1986 - 1997
Argus Research April 1984 - December 1985
Skills
Equities
Education
New York University - Leonard N. Stern School of Business 1979 — 1981
MBA, Finance
Fordham University 1973 — 1975
MA, History
Middlebury College 1968 — 1972
BA, History
Regis High School 1964 — 1968
Morgan Stanley January 1986 - January 2002
Dean Witter 1986 - 1997
Argus Research April 1984 - December 1985
Skills
Equities
Education
New York University - Leonard N. Stern School of Business 1979 — 1981
MBA, Finance
Fordham University 1973 — 1975
MA, History
Middlebury College 1968 — 1972
BA, History
Regis High School 1964 — 1968
Janki Shah Janki Shah's Morgan Stanley Experience 2009 - 2011
Job Experienced Risk Management/Financial Services Executive
Industry Financial Services
Experience
Accenture September 2008 - Present
Top 100 Global Investment Bank December 2014 - April 2015
American Express April 2013 - May 2013
American Express September 2012 - March 2013
Accenture September 2008 - March 2013
American Express June 2012 - September 2012
American Express January 2012 - June 2012
Comcast March 2011 - December 2011
Accenture September 2008 - October 2011
Morgan Stanley 2009 - 2011
Skills
Management Consulting, Risk Management, Financial Services, Management, Operational Risk..., Performance Management, Business Transformation, Analysis, Finance, Business Analysis, Business Process..., Cross-functional Team..., Project Management, Financial Modeling, Strategy, Governance, Business Process, Shared Services, Operational Risk, Financial Analysis, Enterprise Risk..., Banking, PMO, Consulting, Regulatory Reform, Compliance, Compliance Management, Regulatory Requirements, Regulatory Affairs, Financial Regulation, Financial Risk...
Education
Fordham University School of Law 2015 — 2015
Certificate in Corporate Compliance, Compliance, Regulatory, Risk Management
New York University 2004 — 2008
Economics - Honors, Economics-Policy, Business and Finance, B2B Marketing, Pre-Medicine, Chemistry, Economics Honors GPA: 3.98/4.00
NBTHS 2000 — 2004
High School, High School/Secondary Diplomas and Certificates, 4.65/4.00 weighted GPA
Accenture September 2008 - Present
Top 100 Global Investment Bank December 2014 - April 2015
American Express April 2013 - May 2013
American Express September 2012 - March 2013
Accenture September 2008 - March 2013
American Express June 2012 - September 2012
American Express January 2012 - June 2012
Comcast March 2011 - December 2011
Accenture September 2008 - October 2011
Morgan Stanley 2009 - 2011
Skills
Management Consulting, Risk Management, Financial Services, Management, Operational Risk..., Performance Management, Business Transformation, Analysis, Finance, Business Analysis, Business Process..., Cross-functional Team..., Project Management, Financial Modeling, Strategy, Governance, Business Process, Shared Services, Operational Risk, Financial Analysis, Enterprise Risk..., Banking, PMO, Consulting, Regulatory Reform, Compliance, Compliance Management, Regulatory Requirements, Regulatory Affairs, Financial Regulation, Financial Risk...
Education
Fordham University School of Law 2015 — 2015
Certificate in Corporate Compliance, Compliance, Regulatory, Risk Management
New York University 2004 — 2008
Economics - Honors, Economics-Policy, Business and Finance, B2B Marketing, Pre-Medicine, Chemistry, Economics Honors GPA: 3.98/4.00
NBTHS 2000 — 2004
High School, High School/Secondary Diplomas and Certificates, 4.65/4.00 weighted GPA
Carolyn Menan Carolyn Menan's Morgan Stanley Experience July 2013 - Present
Job Talent/Recruiting Operations Coordinator at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley July 2013 - Present
J.Crew May 2010 - January 2013
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.), French Studies
Institute of American Universities in Aix-en-Provence, France
French Studies
Morgan Stanley July 2013 - Present
J.Crew May 2010 - January 2013
Education
Franklin & Marshall College 2009 — 2013
Bachelor of Arts (B.A.), French Studies
Institute of American Universities in Aix-en-Provence, France
French Studies
Ted Sangalis Ted Sangalis's Morgan Stanley Experience April 2014 - Present
Job Associate at Morgan Stanley
Industry Legal Services
Experience
Morgan Stanley April 2014 - Present
Greenberg Traurig, LLP January 2013 - March 2014
Legal Aid Society October 2012 - January 2013
New York County Defender Services September 2012 - January 2013
Sanctuary for Families June 2011 - August 2011
Restore NYC 2010 - 2010
Skills
Human Trafficking, Legal Research, Legal Writing, Civil Litigation, Human Rights, Civil Rights, Editing
Education
Fordham Law School 2009 — 2012
Doctor of Law (JD)
New York University 2002 — 2006
Bachelor of Fine Arts (BFA), Theatre/Theater
Morgan Stanley April 2014 - Present
Greenberg Traurig, LLP January 2013 - March 2014
Legal Aid Society October 2012 - January 2013
New York County Defender Services September 2012 - January 2013
Sanctuary for Families June 2011 - August 2011
Restore NYC 2010 - 2010
Skills
Human Trafficking, Legal Research, Legal Writing, Civil Litigation, Human Rights, Civil Rights, Editing
Education
Fordham Law School 2009 — 2012
Doctor of Law (JD)
New York University 2002 — 2006
Bachelor of Fine Arts (BFA), Theatre/Theater
Chelsea Corso's Morgan Stanley Experience June 2013 - Present
Job Marketing Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Wake Forest Baptist Health September 2012 - May 2013
CRT/tanaka June 2012 - 2012
MTV Networks May 2011 - August 2011
Big Brothers Big Sisters of NYC May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Marketing, Microsoft Office, Social Media, Microsoft Word, Spanish, Market Research, Event Management, Press Releases
Education
Wake Forest University - Babcock Graduate School of Management 2012 — 2013
Master of Arts (M.A.), Management
Franklin & Marshall College 2008 — 2012
Bachelor of the Arts, Spanish, Psychology
Greenwich Academy 2005 — 2008
Morgan Stanley June 2013 - Present
Wake Forest Baptist Health September 2012 - May 2013
CRT/tanaka June 2012 - 2012
MTV Networks May 2011 - August 2011
Big Brothers Big Sisters of NYC May 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Marketing, Microsoft Office, Social Media, Microsoft Word, Spanish, Market Research, Event Management, Press Releases
Education
Wake Forest University - Babcock Graduate School of Management 2012 — 2013
Master of Arts (M.A.), Management
Franklin & Marshall College 2008 — 2012
Bachelor of the Arts, Spanish, Psychology
Greenwich Academy 2005 — 2008
Ben Brennan Ben Brennan's Morgan Stanley Experience August 2014 - Present
Job Financial Planning Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
College Corner Cafe September 2013 - December 2013
Soup'r Natural May 2012 - September 2013
Education
Franklin & Marshall College 2010 — 2014
Bachelor of Arts (BA), Business, Organizations and Society, 3.59
St. Paul's School for Boys 2006 — 2010
Morgan Stanley August 2014 - Present
College Corner Cafe September 2013 - December 2013
Soup'r Natural May 2012 - September 2013
Education
Franklin & Marshall College 2010 — 2014
Bachelor of Arts (BA), Business, Organizations and Society, 3.59
St. Paul's School for Boys 2006 — 2010
Thomas Roemer Thomas Roemer's Morgan Stanley Experience May 2015 - Present
Job Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Fordham University September 2012 - May 2015
Summer Street Advisors, LLC January 2015 - April 2015
Zerve May 2014 - August 2014
St. Margaret's Parish June 2011 - August 2012
The Learning Tree International Kindergarten January 2012 - May 2012
Skills
PowerPoint, Microsoft Word, Public Speaking, Leadership, Microsoft Excel, Research, Teamwork, Time Management, Microsoft Office, Spanish, Event Planning, Planning & Execution of..., Critical Thinking, Statistics, Financial Modeling, Bloomberg Terminal
Education
Fordham University 2012 — 2016
Bachelor of Science (BS), Finance, General
Xavier High School 2008 — 2012
High School Diploma
Morgan Stanley May 2015 - Present
Fordham University September 2012 - May 2015
Summer Street Advisors, LLC January 2015 - April 2015
Zerve May 2014 - August 2014
St. Margaret's Parish June 2011 - August 2012
The Learning Tree International Kindergarten January 2012 - May 2012
Skills
PowerPoint, Microsoft Word, Public Speaking, Leadership, Microsoft Excel, Research, Teamwork, Time Management, Microsoft Office, Spanish, Event Planning, Planning & Execution of..., Critical Thinking, Statistics, Financial Modeling, Bloomberg Terminal
Education
Fordham University 2012 — 2016
Bachelor of Science (BS), Finance, General
Xavier High School 2008 — 2012
High School Diploma
Michelle Goveia-Pine Michelle Goveia-Pine's Morgan Stanley Experience 1996 - 1998
Job Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank 2013 - Present
Goldman Sachs March 2005 - June 2013
Winston & Strawn LLP 2000 - 2002
JPMorgan Chase 1998 - 2000
Morgan Stanley 1996 - 1998
Skills
Private Equity, Hedge Funds, Real Estate, Alternative Investments, Alternative Investments..., Operational Due..., Asset Management, Regulatory Requirements, Investment Management, Securities Regulation, Due Diligence, Capital Markets, Investment Banking, Bloomberg, Fixed Income, Corporate Finance, Derivatives, Investments, Equities, Securities, Valuation
Education
Fordham University School of Law
Doctor of Law (JD)
University of Delaware
Bachelor of Science (B.S.), Finance and Economics
Deutsche Bank 2013 - Present
Goldman Sachs March 2005 - June 2013
Winston & Strawn LLP 2000 - 2002
JPMorgan Chase 1998 - 2000
Morgan Stanley 1996 - 1998
Skills
Private Equity, Hedge Funds, Real Estate, Alternative Investments, Alternative Investments..., Operational Due..., Asset Management, Regulatory Requirements, Investment Management, Securities Regulation, Due Diligence, Capital Markets, Investment Banking, Bloomberg, Fixed Income, Corporate Finance, Derivatives, Investments, Equities, Securities, Valuation
Education
Fordham University School of Law
Doctor of Law (JD)
University of Delaware
Bachelor of Science (B.S.), Finance and Economics
Jacquelyn Engel-Cardenas Jacquelyn Engel-Cardenas's Morgan Stanley Experience May 2002 - October 2004
Job Looking for a parttime remote position in the Financial Services area
Industry Financial Services
Experience
Jackson September 2004 - July 2013
Morgan Stanley May 2002 - October 2004
Janus Capital Group October 1998 - May 2002
Skills
Series 7, Annuities, Product Management, Financial Planning, Series 63, series 26, Series 6, Term Life Insurance, Health Insurance, Mutual Funds, Investments, Retirement Planning, Finance, Retirement, Securities
Education
Regis University 2000 — 2002
MBA, Finance
Fort Lewis College 1989 — 1993
BA, Business
Jackson September 2004 - July 2013
Morgan Stanley May 2002 - October 2004
Janus Capital Group October 1998 - May 2002
Skills
Series 7, Annuities, Product Management, Financial Planning, Series 63, series 26, Series 6, Term Life Insurance, Health Insurance, Mutual Funds, Investments, Retirement Planning, Finance, Retirement, Securities
Education
Regis University 2000 — 2002
MBA, Finance
Fort Lewis College 1989 — 1993
BA, Business
Jonathan Kalikow Jonathan Kalikow's Morgan Stanley Experience 1995 - 1997
Job President of Gamma Real Estate & Triton Real Estate Investments
Industry Real Estate
Experience
Triton Real Estate Investments December 2012 - Present
Emrys Partners September 2011 - December 2012
Rocwood Capital Mgmt January 2011 - June 2011
AllianceBernstein September 2010 - November 2010
Solus, LP November 2004 - January 2010
Plexus Partners LLC February 2003 - November 2004
Morgan Stanley 1995 - 1997
Skills
Portfolio Management, Trading, Hedge Funds, Investments, Asset Management, Derivatives, Credit, Equity Derivatives, Capital Markets, Equities, Valuation
Education
University of Pennsylvania - The Wharton School 1988 — 1992
Fordham University School of Law 1993 — 1996
JD
Triton Real Estate Investments December 2012 - Present
Emrys Partners September 2011 - December 2012
Rocwood Capital Mgmt January 2011 - June 2011
AllianceBernstein September 2010 - November 2010
Solus, LP November 2004 - January 2010
Plexus Partners LLC February 2003 - November 2004
Morgan Stanley 1995 - 1997
Skills
Portfolio Management, Trading, Hedge Funds, Investments, Asset Management, Derivatives, Credit, Equity Derivatives, Capital Markets, Equities, Valuation
Education
University of Pennsylvania - The Wharton School 1988 — 1992
Fordham University School of Law 1993 — 1996
JD
Anna Razzaio Anna Razzaio's Morgan Stanley Experience August 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - August 2014
Roe Taroff Taitz & Portman, LLP March 2013 - June 2013
Skills
Legal Compliance, Research, Bloomberg Terminal, Westlaw, LexisNexis, Securities, Fixed Income, Equities, OATS, TRACE, SharePoint, Microsoft Excel, PowerPoint
Education
Fordham University School of Law 2015 — 2019
Juris Doctor (J.D.)
Stony Brook University 2010 — 2014
Bachelors of Science, Business Administration, Finance, 3.65
The Ursuline School 2006 — 2010
High School
Morgan Stanley August 2014 - Present
Morgan Stanley June 2013 - August 2014
Roe Taroff Taitz & Portman, LLP March 2013 - June 2013
Skills
Legal Compliance, Research, Bloomberg Terminal, Westlaw, LexisNexis, Securities, Fixed Income, Equities, OATS, TRACE, SharePoint, Microsoft Excel, PowerPoint
Education
Fordham University School of Law 2015 — 2019
Juris Doctor (J.D.)
Stony Brook University 2010 — 2014
Bachelors of Science, Business Administration, Finance, 3.65
The Ursuline School 2006 — 2010
High School
Travis Navarro Travis Navarro's Morgan Stanley Experience June 2014 - August 2014
Job Summer Finance Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Fordham University September 2012 - May 2014
AKAMAI Finance Academy August 2010 - December 2011
JonesTrading June 2011 - July 2011
Skills
Leadership, Microsoft Excel, Research, Microsoft Office, Teamwork, Economics, PowerPoint, Microsoft Word, Event Planning, Bloomberg, Public Speaking, Critical Thinking
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Business Economics, Finance, Junior
Goldman Sachs May 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Fordham University September 2012 - May 2014
AKAMAI Finance Academy August 2010 - December 2011
JonesTrading June 2011 - July 2011
Skills
Leadership, Microsoft Excel, Research, Microsoft Office, Teamwork, Economics, PowerPoint, Microsoft Word, Event Planning, Bloomberg, Public Speaking, Critical Thinking
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.), Business Administration, Business Economics, Finance, Junior
Jeff Goodall Jr Jeff Goodall Jr's Morgan Stanley Experience May 2007 - August 2007
Job Realtor at Berkshire Hathaway HomeServices California Properties
Industry Entertainment
Experience
Berkshire Hathaway HomeServices California Properties February 2015 - Present
Goodall Entertainment September 2006 - Present
Feel Good Productions January 2007 - August 2012
Morgan Stanley May 2007 - August 2007
Skills
Investments, Marketing, Social Media, Social Media Marketing, Nonprofits, Entrepreneurship, Event Planning, Entertainment, Music, Customer Service, Leadership, Fundraising, Public Speaking, New Business Development, Time Management, Business Development, Corporate Events, Social Networking, Spanish, Event Management, Advertising, Public Relations, Marketing Strategy, Project Planning, Sound, Market Research, Sales, PowerPoint, Microsoft Excel, Photography, Facebook, Online Advertising, Marketing Communications, Blogging, Email Marketing, Digital Marketing, Brand Development, Team Leadership, Hospitality, Leadership Development, Research, Online Marketing, Film, Press Releases, Photoshop, Integrated Marketing
Education
San Diego State University-California State University 2005 — 2008
Public Administration, Economics, Spanish, Political Science
Pepperdine University 2003 — 2005
Business Admin
Pepperdine University 2003 — 2005
Business Admin
Francis W. Parker School
Francis W. Parker School
Francis W. Parker School
Berkshire Hathaway HomeServices California Properties February 2015 - Present
Goodall Entertainment September 2006 - Present
Feel Good Productions January 2007 - August 2012
Morgan Stanley May 2007 - August 2007
Skills
Investments, Marketing, Social Media, Social Media Marketing, Nonprofits, Entrepreneurship, Event Planning, Entertainment, Music, Customer Service, Leadership, Fundraising, Public Speaking, New Business Development, Time Management, Business Development, Corporate Events, Social Networking, Spanish, Event Management, Advertising, Public Relations, Marketing Strategy, Project Planning, Sound, Market Research, Sales, PowerPoint, Microsoft Excel, Photography, Facebook, Online Advertising, Marketing Communications, Blogging, Email Marketing, Digital Marketing, Brand Development, Team Leadership, Hospitality, Leadership Development, Research, Online Marketing, Film, Press Releases, Photoshop, Integrated Marketing
Education
San Diego State University-California State University 2005 — 2008
Public Administration, Economics, Spanish, Political Science
Pepperdine University 2003 — 2005
Business Admin
Pepperdine University 2003 — 2005
Business Admin
Francis W. Parker School
Francis W. Parker School
Francis W. Parker School
Kajon Pompey Kajon Pompey's Morgan Stanley Experience June 2015 - August 2015
Job Legal and Compliance Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Law Offices of Austin O'Toole October 2013 - 2013
NASDAQ OMX June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Project Management, Investments, Business Analysis, Sales, Data Analysis, Research
Education
Fordham University School of Law 2014 — 2017
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
Howard University 2010 — 2013
Bachelor of Arts (B.A.), Psychology
Morgan Stanley June 2015 - August 2015
Law Offices of Austin O'Toole October 2013 - 2013
NASDAQ OMX June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Customer Service, PowerPoint, Microsoft Word, Project Management, Investments, Business Analysis, Sales, Data Analysis, Research
Education
Fordham University School of Law 2014 — 2017
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
Howard University 2010 — 2013
Bachelor of Arts (B.A.), Psychology
Nora Feher's Morgan Stanley Experience September 2005 - September 2014
Job Associate at Quinn Emanuel Urquhart & Sullivan
Industry Law Practice
Experience
Quinn Emanuel March 2015 - Present
Quinn Emanuel September 2014 - February 2015
Morgan Stanley September 2005 - September 2014
Maidenform June 2013 - August 2013
Central European University March 2002 - June 2005
Open Society Foundations August 2001 - December 2001
Skills
Legal Research, Legal Writing
Education
Fordham University School of Law 2010 — 2014
Doctor of Law (J.D.), Intellectual Property Law
New York University 2008 — 2009
Paralegal Diploma
Green Mountain College 1997 — 2001
Bachelor of Arts (B.A.), Business Administration and Management, International Studies, Minor in Economics
Quinn Emanuel March 2015 - Present
Quinn Emanuel September 2014 - February 2015
Morgan Stanley September 2005 - September 2014
Maidenform June 2013 - August 2013
Central European University March 2002 - June 2005
Open Society Foundations August 2001 - December 2001
Skills
Legal Research, Legal Writing
Education
Fordham University School of Law 2010 — 2014
Doctor of Law (J.D.), Intellectual Property Law
New York University 2008 — 2009
Paralegal Diploma
Green Mountain College 1997 — 2001
Bachelor of Arts (B.A.), Business Administration and Management, International Studies, Minor in Economics
Atif Shabbir's Morgan Stanley Experience May 2011 - August 2011
Job Genius Administrator at Apple Inc.
Industry Consumer Electronics
Experience
Sunoco December 2014 - Present
Apple inc. October 2013 - January 2015
ExxonMobil - Lansdale November 2013 - August 2014
Apple Inc. July 2012 - October 2013
Ralph Lauren April 2012 - October 2012
Morgan Stanley May 2011 - August 2011
Skills
Languages, Urdu, Hindi, Arabic, Microsoft Office, iLife, Mac OS X, Sales Management, Small Business, People Skills, People-oriented, OS X, Analysis, Advertising, Customer Service, Leadership, Management, Time Management, Customer Experience, Sales, Teamwork, Public Speaking, Team Leadership, Retail, Social Networking, Inventory Management, Customer Satisfaction, Store Management, Merchandising, Marketing, Social Media
Education
Penn State University 2015 — 2018
Master of Business Administration (MBA)
Cornell University 2013 — 2014
Certificate of Marketing Strategy, Business, Management, Marketing, and Related Support Services
Millersville University of Pennsylvania 2009 — 2012
Bachelor of Business Administration (BBA), International Business and marketing
Franklin & Marshall College
Sunoco December 2014 - Present
Apple inc. October 2013 - January 2015
ExxonMobil - Lansdale November 2013 - August 2014
Apple Inc. July 2012 - October 2013
Ralph Lauren April 2012 - October 2012
Morgan Stanley May 2011 - August 2011
Skills
Languages, Urdu, Hindi, Arabic, Microsoft Office, iLife, Mac OS X, Sales Management, Small Business, People Skills, People-oriented, OS X, Analysis, Advertising, Customer Service, Leadership, Management, Time Management, Customer Experience, Sales, Teamwork, Public Speaking, Team Leadership, Retail, Social Networking, Inventory Management, Customer Satisfaction, Store Management, Merchandising, Marketing, Social Media
Education
Penn State University 2015 — 2018
Master of Business Administration (MBA)
Cornell University 2013 — 2014
Certificate of Marketing Strategy, Business, Management, Marketing, and Related Support Services
Millersville University of Pennsylvania 2009 — 2012
Bachelor of Business Administration (BBA), International Business and marketing
Franklin & Marshall College
Joel Torrance Joel Torrance's Morgan Stanley Experience August 2006 - April 2012
Job Investment Management
Industry Investment Management
Experience
Gabelli Securities, Inc. September 2012 - April 2015
Morgan Stanley August 2006 - April 2012
CMS Companies January 2005 - February 2006
UBS AG / Global Assset Management ("GAM") November 1994 - July 2003
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Investments, Mutual Funds, Investment Management, Hedging, Trading Strategies, Compliance, Risk Management, Fund Of Funds, Legal, Operational Risk, Business Risk, Manager Selection, Portfolio Construction, CTAs, Global Macro, Relative Value, Systematic Trend, Systematic Non-Trend, Multi Manager, Long/Short Equity, Trading Str, FX, Operational Ri, Fund of Hedge Funds, Hedge Fund of Funds
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, International Business
Fordham University School of Law
Doctor of Law (JD), Law
The Ohio State University
Bachelor of Science (BS), Finance
Gabelli Securities, Inc. September 2012 - April 2015
Morgan Stanley August 2006 - April 2012
CMS Companies January 2005 - February 2006
UBS AG / Global Assset Management ("GAM") November 1994 - July 2003
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Investments, Mutual Funds, Investment Management, Hedging, Trading Strategies, Compliance, Risk Management, Fund Of Funds, Legal, Operational Risk, Business Risk, Manager Selection, Portfolio Construction, CTAs, Global Macro, Relative Value, Systematic Trend, Systematic Non-Trend, Multi Manager, Long/Short Equity, Trading Str, FX, Operational Ri, Fund of Hedge Funds, Hedge Fund of Funds
Education
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance, International Business
Fordham University School of Law
Doctor of Law (JD), Law
The Ohio State University
Bachelor of Science (BS), Finance
Sal Jeraci Sal Jeraci's Morgan Stanley Experience September 2006 - September 2007
Job Senior Associate at Harvest Capital Credit
Industry Banking
Experience
Harvest Capital Credit July 2014 - Present
RBS Citizens Group - Leveraged Finance May 2012 - July 2014
Scotia Capital August 2011 - May 2012
Amalgamated Capital November 2010 - August 2011
CIT October 2008 - November 2010
M.B.I.A September 2007 - October 2008
Morgan Stanley September 2006 - September 2007
Skills
Banking, Capital Markets, Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Leveraged Finance, Portfolio Management, Valuation, Private Equity, Structured Finance
Education
Fordham University 2007 — 2008
MBA, Finance
Siena College 2002 — 2006
BS, Finance
Harvest Capital Credit July 2014 - Present
RBS Citizens Group - Leveraged Finance May 2012 - July 2014
Scotia Capital August 2011 - May 2012
Amalgamated Capital November 2010 - August 2011
CIT October 2008 - November 2010
M.B.I.A September 2007 - October 2008
Morgan Stanley September 2006 - September 2007
Skills
Banking, Capital Markets, Corporate Finance, Financial Analysis, Financial Modeling, Investment Banking, Leveraged Finance, Portfolio Management, Valuation, Private Equity, Structured Finance
Education
Fordham University 2007 — 2008
MBA, Finance
Siena College 2002 — 2006
BS, Finance
Robert Sutherland Robert Sutherland's Morgan Stanley Experience June 2014 - Present
Job Analyst at Morgan Stanley
Industry
Experience
Morgan Stanley June 2014 - Present
East Farmingdale Volunteer Fire Company July 2010 - Present
East Farmingdale Volunteer Fire Company November 2007 - Present
Fordham University Department of Intercampus Transportation August 2010 - May 2014
Morgan Stanley June 2013 - August 2013
Pemco Financial Services September 2012 - December 2012
Skills
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Research, PowerPoint, Customer Service, Management, Firefighting, Training, Public Speaking, Facebook, Social Networking, Time Management, Teamwork, Leadership
Education
Fordham University 2010 — 2014
Bachelors of Arts, Economics, 3.495
Morgan Stanley June 2014 - Present
East Farmingdale Volunteer Fire Company July 2010 - Present
East Farmingdale Volunteer Fire Company November 2007 - Present
Fordham University Department of Intercampus Transportation August 2010 - May 2014
Morgan Stanley June 2013 - August 2013
Pemco Financial Services September 2012 - December 2012
Skills
Microsoft Word, Microsoft PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Research, PowerPoint, Customer Service, Management, Firefighting, Training, Public Speaking, Facebook, Social Networking, Time Management, Teamwork, Leadership
Education
Fordham University 2010 — 2014
Bachelors of Arts, Economics, 3.495
Petar (Peter) Mostarac Petar (Peter) Mostarac's Morgan Stanley Experience May 2010 - August 2011
Job Client Manager at GAM
Industry Investment Management
Experience
GAM August 2011 - Present
New York Army National Guard September 2004 - Present
US Army April 2014 - November 2014
Morgan Stanley May 2010 - August 2011
Advanced Equities September 2008 - April 2009
AG Edwards Burke Group-Investments January 2007 - May 2007
American Roland Food Corporation October 2003 - January 2006
Skills
Microsoft Excel, PowerPoint, Outlook, Alternative Investments, Microsoft Office, Financial Modeling, Hedge Funds, Equities, Valuation, Fixed Income, Series 7, Microsoft Word, Series 63, Financial Analysis, Mutual Funds, Investments, Bloomberg, Asset Managment, Asset Allocation, Risk Management, Derivatives, Finance, Asset Management, Analysis, Investment Strategies
Education
Fordham University 2004 — 2008
BS, Business Administration-Finance
Xavier High School 2000 — 2004
GAM August 2011 - Present
New York Army National Guard September 2004 - Present
US Army April 2014 - November 2014
Morgan Stanley May 2010 - August 2011
Advanced Equities September 2008 - April 2009
AG Edwards Burke Group-Investments January 2007 - May 2007
American Roland Food Corporation October 2003 - January 2006
Skills
Microsoft Excel, PowerPoint, Outlook, Alternative Investments, Microsoft Office, Financial Modeling, Hedge Funds, Equities, Valuation, Fixed Income, Series 7, Microsoft Word, Series 63, Financial Analysis, Mutual Funds, Investments, Bloomberg, Asset Managment, Asset Allocation, Risk Management, Derivatives, Finance, Asset Management, Analysis, Investment Strategies
Education
Fordham University 2004 — 2008
BS, Business Administration-Finance
Xavier High School 2000 — 2004
Philip Belardi's Morgan Stanley Experience May 2012 - August 2012
Job Analyst in the Financial Institutions Group at CIT
Industry Investment Banking
Experience
CIT July 2014 - Present
IBM January 2013 - April 2014
Morgan Stanley May 2012 - August 2012
Skills
Microsoft Office, Social Networking, Accounting, Microsoft Word, PowerPoint, Time Management, Financial Analysis, Social Media, Bloomberg Terminal, Research, Teamwork, Morningstar, Microsoft Excel, Outlook, Access, Financial Accounting, Finance
Education
Fordham University 2010 — 2014
Bachelor's Degree, Finance, Senior
Scranton Preparatory School 2006 — 2010
CIT July 2014 - Present
IBM January 2013 - April 2014
Morgan Stanley May 2012 - August 2012
Skills
Microsoft Office, Social Networking, Accounting, Microsoft Word, PowerPoint, Time Management, Financial Analysis, Social Media, Bloomberg Terminal, Research, Teamwork, Morningstar, Microsoft Excel, Outlook, Access, Financial Accounting, Finance
Education
Fordham University 2010 — 2014
Bachelor's Degree, Finance, Senior
Scranton Preparatory School 2006 — 2010
Philip DeBard Philip DeBard's Morgan Stanley Experience July 2007 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2007 - Present
American Express September 2006 - July 2007
American Express September 2000 - September 2006
American Express March 1998 - September 2000
Skills
Financial Analysis
Education
Fordham University 1978 — 1982
BA, English, Math
Mount Saint Michael Academy 1974 — 1978
Morgan Stanley July 2007 - Present
American Express September 2006 - July 2007
American Express September 2000 - September 2006
American Express March 1998 - September 2000
Skills
Financial Analysis
Education
Fordham University 1978 — 1982
BA, English, Math
Mount Saint Michael Academy 1974 — 1978
B. Todd Threlfall's Morgan Stanley Experience March 2011 - October 2011
Job Business Development Manager at Wine First International
Industry Wine and Spirits
Experience
Wine First International May 2015 - Present
Round Pond Estate July 2014 - March 2015
Morgan Stanley Wealth Management February 2013 - June 2014
Morgan Stanley Wealth Management October 2011 - June 2014
Morgan Stanley March 2011 - October 2011
Ayala's Herbal Water July 2010 - December 2010
Philadelphia Union December 2009 - January 2010
Giorgio Foods Inc. June 2009 - September 2009
Invincible Pictures June 2009 - September 2009
Skills
Fixed Income, Capital Markets, Trading, Securities, Derivatives, Structured Products, Finance, Bloomberg Terminal, Commodity, Bonds, Bloomberg, Financial Advisory, Financial Services, Middle Office, Trading Systems, Portfolio Management
Education
Franklin & Marshall College 2006 — 2010
Bachelor of Arts, Government and German Language
The Hill School 2002 — 2006
Wine First International May 2015 - Present
Round Pond Estate July 2014 - March 2015
Morgan Stanley Wealth Management February 2013 - June 2014
Morgan Stanley Wealth Management October 2011 - June 2014
Morgan Stanley March 2011 - October 2011
Ayala's Herbal Water July 2010 - December 2010
Philadelphia Union December 2009 - January 2010
Giorgio Foods Inc. June 2009 - September 2009
Invincible Pictures June 2009 - September 2009
Skills
Fixed Income, Capital Markets, Trading, Securities, Derivatives, Structured Products, Finance, Bloomberg Terminal, Commodity, Bonds, Bloomberg, Financial Advisory, Financial Services, Middle Office, Trading Systems, Portfolio Management
Education
Franklin & Marshall College 2006 — 2010
Bachelor of Arts, Government and German Language
The Hill School 2002 — 2006
Theresa Markham, Esq. Theresa Markham, Esq.'s Morgan Stanley Experience August 1996 - May 1999
Job Divorce Attorney, Author "Shark Bait" Divorce eBook
Industry Law Practice
Experience
Divorce eBook "Shark Bait" June 2009 - Present
"The Kids' Bank Book" December 2006 - Present
Law Office of Theresa A Markham PC June 1999 - Present
Sussex County Community College September 1999 - December 2000
Morgan Stanley August 1996 - May 1999
The Chase Manhattan Bank June 1993 - July 1996
Education
Fordham University School of Law 1992 — 1996
Divorce eBook "Shark Bait" June 2009 - Present
"The Kids' Bank Book" December 2006 - Present
Law Office of Theresa A Markham PC June 1999 - Present
Sussex County Community College September 1999 - December 2000
Morgan Stanley August 1996 - May 1999
The Chase Manhattan Bank June 1993 - July 1996
Education
Fordham University School of Law 1992 — 1996
Samantha Carey Samantha Carey's Morgan Stanley Experience June 2013 - August 2013
Job Audit staff at Deloitte & Touche LLP
Industry Accounting
Experience
Deloitte & Touché LLP September 2015 - Present
Deloitte & Touche LLP January 2014 - May 2015
Fordham University September 2012 - May 2014
Morgan Stanley June 2013 - August 2013
Georgica Restaurant and lounge June 2010 - September 2012
Flip-Flop Gymnastics June 2010 - August 2012
Skills
Social Media, Microsoft Excel, SPSS, Public Speaking, Microsoft Office, Microsoft Word, PCR, Research, Statistics, R, PowerPoint, Leadership, Access, Management
Education
Fordham University 2010 — 2014
Intended Bachelor of Science in Public Accounting, Class of 2014
Deloitte & Touché LLP September 2015 - Present
Deloitte & Touche LLP January 2014 - May 2015
Fordham University September 2012 - May 2014
Morgan Stanley June 2013 - August 2013
Georgica Restaurant and lounge June 2010 - September 2012
Flip-Flop Gymnastics June 2010 - August 2012
Skills
Social Media, Microsoft Excel, SPSS, Public Speaking, Microsoft Office, Microsoft Word, PCR, Research, Statistics, R, PowerPoint, Leadership, Access, Management
Education
Fordham University 2010 — 2014
Intended Bachelor of Science in Public Accounting, Class of 2014
Stephon Martin Stephon Martin's Morgan Stanley Experience June 2013 - August 2013
Job Assistant Attorney General, NYSOAG
Industry Law Practice
Experience
Office of the New York State Attorney General: Bureau of Real Estate Finance March 2015 - Present
Century 21 Herrick August 2007 - September 2014
Morgan Stanley June 2013 - August 2013
Century21 AMH Commercial July 2007 - September 2012
The Crescentbrook Group January 2007 - July 2011
Martin & Sons Properties & Services March 2006 - December 2010
AFS USA May 2002 - April 2003
Skills
Real Estate, Investment Properties, Commercial Real Estate, Leases, Investors, Securities, Microsoft Office, Real Estate Financing, Property, Marketing, Legal Research, Due Diligence, Public Speaking, Real Estate Transactions, REO, Negotiation, Investments, Structured Products, Capital Markets, Westlaw, LexisNexis
Education
Fordham University School of Law 2010 — 2014
JD, Law
Teachers College of Columbia University 2004 — 2006
EdM, Music Education Administration
Teachers College of Columbia University 2002 — 2004
Master of Arts (M.A.), Music Pedagogy
Columbia University in the City of New York 1998 — 2002
BA, Music, Economics
The Trinity School 1994 — 1998
H.S. Diploma
Office of the New York State Attorney General: Bureau of Real Estate Finance March 2015 - Present
Century 21 Herrick August 2007 - September 2014
Morgan Stanley June 2013 - August 2013
Century21 AMH Commercial July 2007 - September 2012
The Crescentbrook Group January 2007 - July 2011
Martin & Sons Properties & Services March 2006 - December 2010
AFS USA May 2002 - April 2003
Skills
Real Estate, Investment Properties, Commercial Real Estate, Leases, Investors, Securities, Microsoft Office, Real Estate Financing, Property, Marketing, Legal Research, Due Diligence, Public Speaking, Real Estate Transactions, REO, Negotiation, Investments, Structured Products, Capital Markets, Westlaw, LexisNexis
Education
Fordham University School of Law 2010 — 2014
JD, Law
Teachers College of Columbia University 2004 — 2006
EdM, Music Education Administration
Teachers College of Columbia University 2002 — 2004
Master of Arts (M.A.), Music Pedagogy
Columbia University in the City of New York 1998 — 2002
BA, Music, Economics
The Trinity School 1994 — 1998
H.S. Diploma
Alessandra Spina's Morgan Stanley Experience February 2015 - April 2015
Job International Legal Counsel
Industry Medical Devices
Experience
Morgan Stanley February 2015 - April 2015
Zimmer GmbH January 2009 - May 2014
Samsung Electronics Italia S.p.A. January 2002 - December 2008
Mognon & Partners LLP September 2000 - December 2001
Skills
Contract Negotiation, Healthcare, Litigation, Unfair Competition, Compliance, Licensing, Due Diligence, Mergers & Acquisitions, Patents, Legal Writing, Employment Law, Trademarks, Legal Advice, Intellectual Property, Privacy Law
Education
Fordham University School of Law 2014 — 2015
Master of Laws (LL.M.)
Universita' Cattolica del Sacro Cuore, Milan, Italy 1994 — 2000
Law
Morgan Stanley February 2015 - April 2015
Zimmer GmbH January 2009 - May 2014
Samsung Electronics Italia S.p.A. January 2002 - December 2008
Mognon & Partners LLP September 2000 - December 2001
Skills
Contract Negotiation, Healthcare, Litigation, Unfair Competition, Compliance, Licensing, Due Diligence, Mergers & Acquisitions, Patents, Legal Writing, Employment Law, Trademarks, Legal Advice, Intellectual Property, Privacy Law
Education
Fordham University School of Law 2014 — 2015
Master of Laws (LL.M.)
Universita' Cattolica del Sacro Cuore, Milan, Italy 1994 — 2000
Law
Robert C Stein's Morgan Stanley Experience 1998 - 2000
Job Vice President at Barclays
Industry Banking
Experience
Barclays December 2012 - Present
Credit Suisse November 2010 - December 2012
Deustche Bank January 2004 - November 2010
BNP Paribas 2000 - 2004
Morgan Stanley 1998 - 2000
Federal Reserve Bank of New York 1990 - 1998
Skills
AML, Anti Money Laundering, Asset Management, Banking, Banking Law, Capital Markets, Corporate Finance, Credit, Corporate Governance, Credit Risk, Due Diligence, Derivatives, Enterprise Risk..., FINRA, Equities, Financial Analysis, Finance, Financial Markets, Financial Institutions, Financial Risk, Financial Services, Financial Regulation, Financial Modeling, Fixed Income, Hedge Funds, Investment Advisory, Internal Audit, KYC, Management, Loans, Middle Office, Mergers, Operational Risk, Operational Risk..., Private Equity, Securities, Risk Management, Series 63, Securities Regulation, Structured Finance, Trading, Wealth Management, Structured Products
Education
Fordham University 1986 — 1990
BA, Economics
Marist
Marist
Marist School
Barclays December 2012 - Present
Credit Suisse November 2010 - December 2012
Deustche Bank January 2004 - November 2010
BNP Paribas 2000 - 2004
Morgan Stanley 1998 - 2000
Federal Reserve Bank of New York 1990 - 1998
Skills
AML, Anti Money Laundering, Asset Management, Banking, Banking Law, Capital Markets, Corporate Finance, Credit, Corporate Governance, Credit Risk, Due Diligence, Derivatives, Enterprise Risk..., FINRA, Equities, Financial Analysis, Finance, Financial Markets, Financial Institutions, Financial Risk, Financial Services, Financial Regulation, Financial Modeling, Fixed Income, Hedge Funds, Investment Advisory, Internal Audit, KYC, Management, Loans, Middle Office, Mergers, Operational Risk, Operational Risk..., Private Equity, Securities, Risk Management, Series 63, Securities Regulation, Structured Finance, Trading, Wealth Management, Structured Products
Education
Fordham University 1986 — 1990
BA, Economics
Marist
Marist
Marist School
Khari Parson's Morgan Stanley Experience July 2006 - June 2007
Job Assistant District Attorney at Kings County District Attorney's Office
Industry Internet
Experience
Kings County District Attorney's Office April 2015 - Present
Rghtly January 2014 - March 2015
Khari Parson, P.C. November 2013 - March 2015
Hypnagogics June 2014 - September 2014
Weldon Arts June 2012 - May 2014
Startup Grind June 2013 - March 2014
NY Tech Mixer June 2010 - June 2013
MetLife Financial Services March 2009 - June 2013
HYPOGENE July 2007 - March 2009
Morgan Stanley July 2006 - June 2007
Skills
Start-ups, Venture Capital, Risk Management, Corporate Law, Funding, Contract Negotiation, Business Planning, Business Development, Corporations, Securities, Fixed Income, Entrepreneurship, Private Equity, Strategy, Analysis, Mergers & Acquisitions
Education
Fordham University School of Law
JD, Law
Syracuse University
MPA, Public Finance
Howard University
BA, English/Biology
Kings County District Attorney's Office April 2015 - Present
Rghtly January 2014 - March 2015
Khari Parson, P.C. November 2013 - March 2015
Hypnagogics June 2014 - September 2014
Weldon Arts June 2012 - May 2014
Startup Grind June 2013 - March 2014
NY Tech Mixer June 2010 - June 2013
MetLife Financial Services March 2009 - June 2013
HYPOGENE July 2007 - March 2009
Morgan Stanley July 2006 - June 2007
Skills
Start-ups, Venture Capital, Risk Management, Corporate Law, Funding, Contract Negotiation, Business Planning, Business Development, Corporations, Securities, Fixed Income, Entrepreneurship, Private Equity, Strategy, Analysis, Mergers & Acquisitions
Education
Fordham University School of Law
JD, Law
Syracuse University
MPA, Public Finance
Howard University
BA, English/Biology
Ellis, Nicole's Morgan Stanley Experience March 2008 - September 2011
Job Managing Director at Teach for America
Industry Information Technology and Services
Experience
Teach for America September 2011 - Present
Morgan Stanley March 2008 - September 2011
Morgan Stanley June 2004 - March 2008
Taylor and Francis Books, Inc June 1999 - November 2003
Skills
Business Analysis, Business Requirements, Databases, Management, Project Planning
Education
Franklin & Marshall College 1992 — 1996
Franklin & Marshall College 1992 — 1996
Bachelor of Arts, English
The Lawrenceville School 1988 — 1992
Teach for America September 2011 - Present
Morgan Stanley March 2008 - September 2011
Morgan Stanley June 2004 - March 2008
Taylor and Francis Books, Inc June 1999 - November 2003
Skills
Business Analysis, Business Requirements, Databases, Management, Project Planning
Education
Franklin & Marshall College 1992 — 1996
Franklin & Marshall College 1992 — 1996
Bachelor of Arts, English
The Lawrenceville School 1988 — 1992
Roberto Vaina, MBA's Morgan Stanley Experience June 2011 - April 2013
Job Vice President, Regulatory Reporting Manager at Pershing, BNY Mellon Company
Industry Financial Services
Experience
Pershing, a BNY Mellon company April 2013 - Present
Morgan Stanley June 2011 - April 2013
Morgan Stanley October 2007 - June 2011
Finance Bank Holding Co Control Framework October 2007 - June 2011
Goldman Sachs & Co June 2006 - September 2007
Goldman Sachs June 2006 - September 2007
Morgan Stanley March 2002 - June 2006
Morgan Stanley March 2002 - June 2006
JPMorgan Chase May 2000 - March 2002
Skills
Sarbanes-Oxley Act, Basel II, Accounts Payable, Regulatory Reporting, FFIEC 101, Treasury Operations
Education
Fordham University 2006 — 2012
MBA, Accounting, Graduate Level
Fordham University 1996 — 2000
Bachelor's degree, Economics
Xaverian High School 1992 — 1996
Pershing, a BNY Mellon company April 2013 - Present
Morgan Stanley June 2011 - April 2013
Morgan Stanley October 2007 - June 2011
Finance Bank Holding Co Control Framework October 2007 - June 2011
Goldman Sachs & Co June 2006 - September 2007
Goldman Sachs June 2006 - September 2007
Morgan Stanley March 2002 - June 2006
Morgan Stanley March 2002 - June 2006
JPMorgan Chase May 2000 - March 2002
Skills
Sarbanes-Oxley Act, Basel II, Accounts Payable, Regulatory Reporting, FFIEC 101, Treasury Operations
Education
Fordham University 2006 — 2012
MBA, Accounting, Graduate Level
Fordham University 1996 — 2000
Bachelor's degree, Economics
Xaverian High School 1992 — 1996
Patrick McNamee's Morgan Stanley Experience March 2010 - September 2013
Job Associate Director Babson Capital
Industry Investment Management
Experience
Babson Capital Management October 2013 - Present
Morgan Stanley March 2010 - September 2013
Skills
Fixed Income, Hedge Funds, Equities, Bloomberg, Analytics
Education
Fordham University 2003 — 2007
Liberal Arts, Economics
Babson Capital Management October 2013 - Present
Morgan Stanley March 2010 - September 2013
Skills
Fixed Income, Hedge Funds, Equities, Bloomberg, Analytics
Education
Fordham University 2003 — 2007
Liberal Arts, Economics
Richard Sweeney's Morgan Stanley Experience June 2009 - October 2014
Job MiddleRock Partners, LLC
Industry Financial Services
Experience
MiddleRock Partners May 2015 - Present
Morgan Stanley June 2009 - October 2014
Citi February 2001 - June 2009
CDMS, Inc. September 1998 - February 2001
The Hampshire Company April 1997 - September 1998
Smith Barney July 1996 - April 1997
PwC January 1988 - November 1995
Education
Fordham University 1984 — 1988
Bachelor of Science (B.S.), Business Administration, Accounting, Cum Laude
MiddleRock Partners May 2015 - Present
Morgan Stanley June 2009 - October 2014
Citi February 2001 - June 2009
CDMS, Inc. September 1998 - February 2001
The Hampshire Company April 1997 - September 1998
Smith Barney July 1996 - April 1997
PwC January 1988 - November 1995
Education
Fordham University 1984 — 1988
Bachelor of Science (B.S.), Business Administration, Accounting, Cum Laude
Teena Wateau's Morgan Stanley Experience August 2004 - August 2010
Job Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2004 - August 2010
SWAK, LLC/ESSutton 2004 - 2004
Skills
Financial Analysis, Financial Modeling
Education
Fordham University 1997 — 2001
Townsend Harris High School 1992 — 1997
Morgan Stanley August 2004 - August 2010
SWAK, LLC/ESSutton 2004 - 2004
Skills
Financial Analysis, Financial Modeling
Education
Fordham University 1997 — 2001
Townsend Harris High School 1992 — 1997
Dede Jawde's Morgan Stanley Experience July 2006 - April 2013
Job Director Bank of America
Industry Financial Services
Experience
Barclays May 2013 - September 2014
Morgan Stanley July 2006 - April 2013
Morgan Stanley September 2004 - July 2006
Chadbourne & Parke LLP September 2000 - July 2004
Skills
Capital Markets, Securities Regulation, Securities, FINRA, Private Equity, Equities, Alternative Investments, AML, Corporate Governance, Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Regulation, Corporate Law, Investments, Financial Services, Joint Ventures
Education
Fordham University School of Law
Doctor of Law (J.D.)
New York University
Humanities and Social Thought
The Catholic University of America
Bachelor of Arts (B.A.), English Language and Literature, General
Barclays May 2013 - September 2014
Morgan Stanley July 2006 - April 2013
Morgan Stanley September 2004 - July 2006
Chadbourne & Parke LLP September 2000 - July 2004
Skills
Capital Markets, Securities Regulation, Securities, FINRA, Private Equity, Equities, Alternative Investments, AML, Corporate Governance, Investment Banking, Mergers & Acquisitions, Corporate Finance, Financial Regulation, Corporate Law, Investments, Financial Services, Joint Ventures
Education
Fordham University School of Law
Doctor of Law (J.D.)
New York University
Humanities and Social Thought
The Catholic University of America
Bachelor of Arts (B.A.), English Language and Literature, General
Balan Venugopal's Morgan Stanley Experience September 2004 - February 2014
Job Vice President/Trust Relationship Manager/Team Lead at Reliance Trust Company
Industry Banking
Experience
Reliance Trust Company July 2014 - Present
Union Bank March 2014 - July 2014
Morgan Stanley September 2004 - February 2014
MORGAN STANLEY PRIVATE BANK January 2004 - February 2014
CREDIT SUISSE ASSET MANAGEMENT January 2000 - January 2004
Littman Krooks LLP January 1994 - January 2000
Skills
Trusts, Trust Services, Estate Planning, Investments, Portfolio Management, Wills, Tax, Wealth Management..., Wealth Management, Series 7, Securities, Asset Allocation, Asset Management, Powers of Attorney, Investment Management, CRM, High Net Worth..., Retirement Planning, Equities, Investment Advisory, Private Banking, Mutual Funds, Wealth, Alternative Investments
Education
Fordham University School of Law 1990 — 1993
Juris Doctor, Law
Fordham University School of Law 1990 — 1993
Juris Doctor, Law
COLUMBIA UNIVERSITY 1986 — 1990
Bachelor of Art's Degree, History
Reliance Trust Company July 2014 - Present
Union Bank March 2014 - July 2014
Morgan Stanley September 2004 - February 2014
MORGAN STANLEY PRIVATE BANK January 2004 - February 2014
CREDIT SUISSE ASSET MANAGEMENT January 2000 - January 2004
Littman Krooks LLP January 1994 - January 2000
Skills
Trusts, Trust Services, Estate Planning, Investments, Portfolio Management, Wills, Tax, Wealth Management..., Wealth Management, Series 7, Securities, Asset Allocation, Asset Management, Powers of Attorney, Investment Management, CRM, High Net Worth..., Retirement Planning, Equities, Investment Advisory, Private Banking, Mutual Funds, Wealth, Alternative Investments
Education
Fordham University School of Law 1990 — 1993
Juris Doctor, Law
Fordham University School of Law 1990 — 1993
Juris Doctor, Law
COLUMBIA UNIVERSITY 1986 — 1990
Bachelor of Art's Degree, History
Steve Laurito's Morgan Stanley Experience August 1999 - March 2007
Job VP Electronic Trading ServicesNY at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank March 2007 - Present
Morgan Stanley August 1999 - March 2007
ABN AMRO February 1998 - August 1999
Skills
Troubleshooting, Outage Management, Electronic Trading, Low Latency, Trading Systems, Exchange Connectivity, Connectivity, Market Data, Equities, Derivatives, Fixed Income, Bloomberg, Commodities, Financial Markets, FX, Vendor Management, Series 7, Integration
Education
Fordham University
Deutsche Bank March 2007 - Present
Morgan Stanley August 1999 - March 2007
ABN AMRO February 1998 - August 1999
Skills
Troubleshooting, Outage Management, Electronic Trading, Low Latency, Trading Systems, Exchange Connectivity, Connectivity, Market Data, Equities, Derivatives, Fixed Income, Bloomberg, Commodities, Financial Markets, FX, Vendor Management, Series 7, Integration
Education
Fordham University
Patrick Kinney's Morgan Stanley Experience July 2007 - April 2011
Job Director Societe Generale Investment Bank
Industry Financial Services
Experience
Societe Generale May 2011 - Present
Morgan Stanley July 2007 - April 2011
Credit Suisse January 2001 - June 2007
GE Capital November 1999 - December 2000
Citigroup July 1994 - November 1999
Skills
Cash Management, FX Options, Funding, Liquidity Management, Foreign Exchange, Money Market, Liquidity, Treasury Management, Middle Office, Payments, Back Office, Team Leadership, Staff Development, Treasury Services, Operations Management, Strategic Leadership, Operational Risk, Operational Oversight, Process Improvement, Intraday Liquidity Mgt, Electronic Payments, OFAC, Anti Money Laundering, FX, Cash, Banking, SWIFT, Oversight, Money Transfers, Change Management, Operational Risk..., Regulatory Compliance
Education
Fordham University
St. John's University
BA, English, Business
Societe Generale May 2011 - Present
Morgan Stanley July 2007 - April 2011
Credit Suisse January 2001 - June 2007
GE Capital November 1999 - December 2000
Citigroup July 1994 - November 1999
Skills
Cash Management, FX Options, Funding, Liquidity Management, Foreign Exchange, Money Market, Liquidity, Treasury Management, Middle Office, Payments, Back Office, Team Leadership, Staff Development, Treasury Services, Operations Management, Strategic Leadership, Operational Risk, Operational Oversight, Process Improvement, Intraday Liquidity Mgt, Electronic Payments, OFAC, Anti Money Laundering, FX, Cash, Banking, SWIFT, Oversight, Money Transfers, Change Management, Operational Risk..., Regulatory Compliance
Education
Fordham University
St. John's University
BA, English, Business
Charles J. Douyon's Morgan Stanley Experience December 2005 - May 2007
Job Associate at Grosvenor Capital Management
Industry Law Practice
Experience
GCM Grosvenor December 2014 - Present
National Futures Association September 2013 - August 2014
US Securities and Exchange Commission September 2011 - November 2011
Morgan Stanley December 2005 - May 2007
Skills
Due Diligence, Securities Regulation, Securities, Legal Research, Private Equity, Corporate Law, Legal Writing, Litigation, Hedge Funds, Westlaw, Investments, Mediation, Mergers, Mergers & Acquisitions, Derivatives, Fixed Income
Education
Northwestern University School of Law
Juris Doctorate
Fordham University School of Law
Banking, Corporate and Finance Law LLM
Berkeley College
BBA, Finance and Management
GCM Grosvenor December 2014 - Present
National Futures Association September 2013 - August 2014
US Securities and Exchange Commission September 2011 - November 2011
Morgan Stanley December 2005 - May 2007
Skills
Due Diligence, Securities Regulation, Securities, Legal Research, Private Equity, Corporate Law, Legal Writing, Litigation, Hedge Funds, Westlaw, Investments, Mediation, Mergers, Mergers & Acquisitions, Derivatives, Fixed Income
Education
Northwestern University School of Law
Juris Doctorate
Fordham University School of Law
Banking, Corporate and Finance Law LLM
Berkeley College
BBA, Finance and Management
Ursula Clay's Morgan Stanley Experience January 2000 - December 2013
Job Clay Consulting LLC
Industry Financial Services
Experience
Clay Consulting LLC June 2014 - Present
Barclays Investment Bank January 2014 - June 2014
Morgan Stanley January 2000 - December 2013
Bressler, Amery & Ross, P.C. 1997 - 2000
Morgan Stanley Dean Witter December 1995 - December 1997
Merrill Lynch June 1993 - December 1995
Cantor Fitzgerald 1991 - 1993
Skills
Litigation, Securities, Securities Regulation, FINRA, Corporate Governance, Internal Investigations, Risk Management, Commodity
Education
Fordham Law School
Doctor of Law (J.D.)
Syracuse University
Bachelor of Arts (BA), International Relations
Clay Consulting LLC June 2014 - Present
Barclays Investment Bank January 2014 - June 2014
Morgan Stanley January 2000 - December 2013
Bressler, Amery & Ross, P.C. 1997 - 2000
Morgan Stanley Dean Witter December 1995 - December 1997
Merrill Lynch June 1993 - December 1995
Cantor Fitzgerald 1991 - 1993
Skills
Litigation, Securities, Securities Regulation, FINRA, Corporate Governance, Internal Investigations, Risk Management, Commodity
Education
Fordham Law School
Doctor of Law (J.D.)
Syracuse University
Bachelor of Arts (BA), International Relations
Tom Papa's Morgan Stanley Experience 1996 - 2002
Job Director of Operations at Post Rock Advisors, LLC
Industry Financial Services
Experience
Post Rock Advisors, LLC October 2010 - Present
Ivy Asset Management January 2009 - September 2010
Ivy Asset Mgmt Corp 2002 - September 2010
Morgan Stanley 1996 - 2002
Cantor Fitzgerald October 1994 - September 1996
Education
Fordham University 1988 — 1992
B.S., Accounting
Post Rock Advisors, LLC October 2010 - Present
Ivy Asset Management January 2009 - September 2010
Ivy Asset Mgmt Corp 2002 - September 2010
Morgan Stanley 1996 - 2002
Cantor Fitzgerald October 1994 - September 1996
Education
Fordham University 1988 — 1992
B.S., Accounting
Patrick Cox's Morgan Stanley Experience October 2002 - May 2007
Job Senior Vice President for Infrastructure Risk Management and Chief Privacy Officer at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2013 - Present
Ameriprise Financial June 2007 - November 2013
Morgan Stanley October 2002 - May 2007
Fordham Universtiy School of Law August 1998 - May 2005
Graubard Miller March 2001 - September 2002
Kaye Scholer LLP September 2000 - March 2001
Graubard Mollen & Miller May 1999 - August 2000
U.S. Court of International Trade July 1997 - April 1999
New York County District Attorney's Office September 1995 - July 1997
Skills
Litigation, Legal Assistance, Securities, Privacy Law, Mergers, FINRA, Information Security, Broker-Dealer, Civil Litigation
Education
Fordham University School of Law 1991 — 1995
Juris Doctor, Law
Loyola Marymount University 1987 — 1989
Bachelor of Arts (B.A.), English Language and Literature, General
LPL Financial November 2013 - Present
Ameriprise Financial June 2007 - November 2013
Morgan Stanley October 2002 - May 2007
Fordham Universtiy School of Law August 1998 - May 2005
Graubard Miller March 2001 - September 2002
Kaye Scholer LLP September 2000 - March 2001
Graubard Mollen & Miller May 1999 - August 2000
U.S. Court of International Trade July 1997 - April 1999
New York County District Attorney's Office September 1995 - July 1997
Skills
Litigation, Legal Assistance, Securities, Privacy Law, Mergers, FINRA, Information Security, Broker-Dealer, Civil Litigation
Education
Fordham University School of Law 1991 — 1995
Juris Doctor, Law
Loyola Marymount University 1987 — 1989
Bachelor of Arts (B.A.), English Language and Literature, General
Joshua Schanzer's Morgan Stanley Experience June 2005 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2005 - Present
Sidley Austin October 2001 - June 2005
The GMS Group (Gruntal & Co.) September 1997 - August 1998
Office Furniture and Design Center June 1995 - August 1997
Skills
Fixed Income, Capital Markets, Structured Products, Securities, Derivatives, Equity Derivatives, Asset Managment, Alternative Investments, Interest Rate..., Swaps, Securities Regulation, Investments, Equities, Structured Finance, Series 7, Financial Markets, Financial Structuring, Series 63, Bonds, Interest Rate Swaps, Options, ISDA, Corporate Law, Securities Offerings, Securitization, FX Derivatives, Legal Documents, Transaction Management, Deal Execution, OTC, Foreign Exchange
Education
Fordham University School of Law 1998 — 2001
Doctor of Law (JD)
State University of New York at Albany 1991 — 1995
Bachelor of Arts (B.A.)
Morgan Stanley June 2005 - Present
Sidley Austin October 2001 - June 2005
The GMS Group (Gruntal & Co.) September 1997 - August 1998
Office Furniture and Design Center June 1995 - August 1997
Skills
Fixed Income, Capital Markets, Structured Products, Securities, Derivatives, Equity Derivatives, Asset Managment, Alternative Investments, Interest Rate..., Swaps, Securities Regulation, Investments, Equities, Structured Finance, Series 7, Financial Markets, Financial Structuring, Series 63, Bonds, Interest Rate Swaps, Options, ISDA, Corporate Law, Securities Offerings, Securitization, FX Derivatives, Legal Documents, Transaction Management, Deal Execution, OTC, Foreign Exchange
Education
Fordham University School of Law 1998 — 2001
Doctor of Law (JD)
State University of New York at Albany 1991 — 1995
Bachelor of Arts (B.A.)
Vincent D'Arpino's Morgan Stanley Experience 1995 - 2002
Job Chief Executive Officer at Interventure Capital Group
Industry Financial Services
Experience
Interventure Capital Group January 2014 - Present
Interventure Capital Group November 2010 - December 2013
Clinton Group, Inc. September 2002 - November 2010
Morgan Stanley 1995 - 2002
Cravath, Swaine & Moore LLP 1992 - 1995
Skills
Alternative Investments, Hedge Funds, Credit Derivatives, Portfolio Management, Equities, Asset Managment, Structured Products, Fixed Income, Capital Markets, Fund Of Funds, Trading, Securities, Investment Banking, Asset Management
Education
Fordham University School of Law 1989 — 1992
JD
University of Virginia 1982 — 1986
BS
Interventure Capital Group January 2014 - Present
Interventure Capital Group November 2010 - December 2013
Clinton Group, Inc. September 2002 - November 2010
Morgan Stanley 1995 - 2002
Cravath, Swaine & Moore LLP 1992 - 1995
Skills
Alternative Investments, Hedge Funds, Credit Derivatives, Portfolio Management, Equities, Asset Managment, Structured Products, Fixed Income, Capital Markets, Fund Of Funds, Trading, Securities, Investment Banking, Asset Management
Education
Fordham University School of Law 1989 — 1992
JD
University of Virginia 1982 — 1986
BS
Gail Bernstein-Gold's Morgan Stanley Experience June 2009 - July 2010
Job Director, CRA at Charles Schwab Bank
Industry Banking
Experience
Charles Schwab Bank November 2010 - Present
Morgan Stanley June 2009 - July 2010
Merrill Lynch Community Development Company April 2007 - May 2009
Independence Community Bank August 2004 - July 2006
New York State Banking Department April 1996 - August 2004
Neighborhood Housing Services of NYC 1994 - 1996
South Bronx Overall Economic Development Corporation 1992 - 1994
Skills
Banking, Loans, Financial Services, Economic Development, Grants, Affordable Housing, Non-profits, Community Development, Philanthropy, Leadership, Management, Nonprofits, Policy, Strategic Planning
Education
Fordham University School of Law 1984 — 1987
JD, Law
University of Pennsylvania 1980 — 1984
BA, History
JFK High School 1977 — 1980
Charles Schwab Bank November 2010 - Present
Morgan Stanley June 2009 - July 2010
Merrill Lynch Community Development Company April 2007 - May 2009
Independence Community Bank August 2004 - July 2006
New York State Banking Department April 1996 - August 2004
Neighborhood Housing Services of NYC 1994 - 1996
South Bronx Overall Economic Development Corporation 1992 - 1994
Skills
Banking, Loans, Financial Services, Economic Development, Grants, Affordable Housing, Non-profits, Community Development, Philanthropy, Leadership, Management, Nonprofits, Policy, Strategic Planning
Education
Fordham University School of Law 1984 — 1987
JD, Law
University of Pennsylvania 1980 — 1984
BA, History
JFK High School 1977 — 1980
Stephen Kuster's Morgan Stanley Experience October 1992 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 1992 - Present
Education
Fordham University
BS, History
Morgan Stanley October 1992 - Present
Education
Fordham University
BS, History
William McCoy's Morgan Stanley Experience October 1993 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 1993 - Present
Metallgesellschaft Corp. October 1991 - September 1993
Manufacturers Hanover Trust June 1986 - September 1991
Office of the Comptroller of the Currency August 1984 - June 1986
Education
Fordham University School of Law 1981 — 1984
J.D., Law
Morgan Stanley October 1993 - Present
Metallgesellschaft Corp. October 1991 - September 1993
Manufacturers Hanover Trust June 1986 - September 1991
Office of the Comptroller of the Currency August 1984 - June 1986
Education
Fordham University School of Law 1981 — 1984
J.D., Law
Ray Mocco's Morgan Stanley Experience May 1994 - Present
Job Executive Director at morgan stanley
Industry Financial Services
Experience
Morgan Stanley May 1994 - Present
Education
Fordham University
Morgan Stanley May 1994 - Present
Education
Fordham University
Patrick Zacchea's Morgan Stanley Experience 1998 - June 2010
Job Divisional Sales Director
Industry Financial Services
Experience
Invesco June 2010 - Present
Van Kampen Investments March 1996 - Present
Morgan Stanley 1998 - June 2010
Van Kampen Investments 1996 - 2008
Van KampenInvestments 1996 - 2008
Van Kampen Investments 1996 - 2008
Education
Pace University - Lubin School of Business 1990 — 1993
MBA
Fordham University 1979 — 1983
B.S., Finance
Chaminade High School 1975 — 1979
HS
Invesco June 2010 - Present
Van Kampen Investments March 1996 - Present
Morgan Stanley 1998 - June 2010
Van Kampen Investments 1996 - 2008
Van KampenInvestments 1996 - 2008
Van Kampen Investments 1996 - 2008
Education
Pace University - Lubin School of Business 1990 — 1993
MBA
Fordham University 1979 — 1983
B.S., Finance
Chaminade High School 1975 — 1979
HS
Thomas Filipovits's Morgan Stanley Experience January 2006 - May 2007
Job Senior Relationship Manager at BNP Paribas Prime Brokerage
Industry Financial Services
Experience
BNP Paribas May 2011 - Present
Deutsche Bank August 2007 - May 2011
Morgan Stanley January 2006 - May 2007
Goldman Sachs April 1994 - January 2006
Skills
Hedge Funds, Prime Brokerage, Derivatives, Fixed Income, Financial Services, Equities, Alternative Investments, Capital Markets, Equity Derivatives, Bloomberg, Swaps, Client Services, Investment Banking, Trading Systems, Securities Lending, Options
Education
Fordham University 1983 — 1987
BA, Economics
BNP Paribas May 2011 - Present
Deutsche Bank August 2007 - May 2011
Morgan Stanley January 2006 - May 2007
Goldman Sachs April 1994 - January 2006
Skills
Hedge Funds, Prime Brokerage, Derivatives, Fixed Income, Financial Services, Equities, Alternative Investments, Capital Markets, Equity Derivatives, Bloomberg, Swaps, Client Services, Investment Banking, Trading Systems, Securities Lending, Options
Education
Fordham University 1983 — 1987
BA, Economics
Sandra Sicilia's Morgan Stanley Experience August 2004 - June 2010
Job Managing Director at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company June 2010 - Present
Morgan Stanley August 2004 - June 2010
AXA Equitable March 2002 - August 2004
Ernst & Young October 1995 - March 2002
Skills
Derivatives, Financial Modeling, Capital Markets, Finance, Fixed Income, Mergers & Acquisitions, Investment Banking, Hedge Funds, Corporate Finance, Equities
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance
Fordham University 1991 — 1995
BS, Accounting
Jefferies & Company June 2010 - Present
Morgan Stanley August 2004 - June 2010
AXA Equitable March 2002 - August 2004
Ernst & Young October 1995 - March 2002
Skills
Derivatives, Financial Modeling, Capital Markets, Finance, Fixed Income, Mergers & Acquisitions, Investment Banking, Hedge Funds, Corporate Finance, Equities
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance
Fordham University 1991 — 1995
BS, Accounting
Paul Barrese's Morgan Stanley Experience April 2006 - December 2010
Job Sandler O'Neill + Partners
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. October 2014 - Present
Financial Industry Regulatory Authority December 2010 - October 2014
Morgan Stanley April 2006 - December 2010
Main Street Wine Cellars June 2002 - January 2006
Skills
Equities, Fixed Income, Business Analysis, Project Management, FINRA, Securities, Securities Lending, Settlement, Finance
Education
Texas A&M University 2011 — 2016
Master of Business Administration (MBA), Finance, General
Fordham University 2008 — 2010
Philadelphia University 1998 — 2002
BS, Finance and Entrepreneurial Studies
Sandler O'Neill & Partners, L.P. October 2014 - Present
Financial Industry Regulatory Authority December 2010 - October 2014
Morgan Stanley April 2006 - December 2010
Main Street Wine Cellars June 2002 - January 2006
Skills
Equities, Fixed Income, Business Analysis, Project Management, FINRA, Securities, Securities Lending, Settlement, Finance
Education
Texas A&M University 2011 — 2016
Master of Business Administration (MBA), Finance, General
Fordham University 2008 — 2010
Philadelphia University 1998 — 2002
BS, Finance and Entrepreneurial Studies
Jacob Gomolinski-Ekel's Morgan Stanley Experience August 2015 - Present
Job Desk Analyst (High Yield Credit) at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
Deutsche Bank July 2013 - August 2013
Opera Solutions January 2012 - July 2013
Opera Solutions July 2010 - December 2011
Opera Solutions June 2008 - June 2010
Emerald January 2008 - May 2008
Lehman Brothers June 2007 - August 2007
Skills
Management Consulting, Financial Modeling, Analytics, Data Analysis, Predictive Analytics, Business Intelligence, Financial Analysis, Business Analysis, Procurement, Contract Negotiation, Sourcing, Supply Chain, Tableau, Microsoft Excel, Process Improvement, Statistics, Analysis, Business Strategy, Statistical Modeling, Business Analytics, Strategy
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Analytic Finance, Entrepreneurship
Franklin & Marshall College 2004 — 2008
Bachelor's of Arts with Honors, Business and Economics
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
Deutsche Bank July 2013 - August 2013
Opera Solutions January 2012 - July 2013
Opera Solutions July 2010 - December 2011
Opera Solutions June 2008 - June 2010
Emerald January 2008 - May 2008
Lehman Brothers June 2007 - August 2007
Skills
Management Consulting, Financial Modeling, Analytics, Data Analysis, Predictive Analytics, Business Intelligence, Financial Analysis, Business Analysis, Procurement, Contract Negotiation, Sourcing, Supply Chain, Tableau, Microsoft Excel, Process Improvement, Statistics, Analysis, Business Strategy, Statistical Modeling, Business Analytics, Strategy
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Analytic Finance, Entrepreneurship
Franklin & Marshall College 2004 — 2008
Bachelor's of Arts with Honors, Business and Economics
Lorena Kern's Morgan Stanley Experience 1998 - 2001
Job Kern Consulting LLC
Industry Financial Services
Experience
Kern Consulting LLC March 2010 - Present
Ferguson Kern Consulting September 2008 - March 2010
Ferguson Pollack Kern Consulting January 2003 - September 2008
Morgan Stanley 1998 - 2001
Dean Witter 1989 - 2001
Skills
Securities Litigation, Securities Law, Securities, Litigation, Securities Arbitration, Due Diligence, Securities Regulation, Arbitration, Risk Management, Alternative Dispute..., Licensing, Employment Law, Alternative Investments, Investments, Commercial Litigation, Financial Services, FINRA
Education
Fordham University School of Law
JD, law
Randolph College
BA, Political Science
University of North Carolina at Charlotte
MA, History
Kern Consulting LLC March 2010 - Present
Ferguson Kern Consulting September 2008 - March 2010
Ferguson Pollack Kern Consulting January 2003 - September 2008
Morgan Stanley 1998 - 2001
Dean Witter 1989 - 2001
Skills
Securities Litigation, Securities Law, Securities, Litigation, Securities Arbitration, Due Diligence, Securities Regulation, Arbitration, Risk Management, Alternative Dispute..., Licensing, Employment Law, Alternative Investments, Investments, Commercial Litigation, Financial Services, FINRA
Education
Fordham University School of Law
JD, law
Randolph College
BA, Political Science
University of North Carolina at Charlotte
MA, History
Vincent Travagliato's Morgan Stanley Experience 1998 - 2008
Job Founder, The Travagliato Law Firm
Industry Financial Services
Experience
The Travagliato Law Firm July 2010 - Present
Barclays Wealth July 2008 - July 2010
Morgan Stanley 1998 - 2008
Brown & Wood LLP 1993 - 1998
Deloitte & Touche 1988 - 1993
Education
Fordham University School of Law 1989 — 1993
JD, cum laude
Pace University - Lubin School of Business 1984 — 1988
BBA, summa cum laude, Public Accounting
Xaverian
The Travagliato Law Firm July 2010 - Present
Barclays Wealth July 2008 - July 2010
Morgan Stanley 1998 - 2008
Brown & Wood LLP 1993 - 1998
Deloitte & Touche 1988 - 1993
Education
Fordham University School of Law 1989 — 1993
JD, cum laude
Pace University - Lubin School of Business 1984 — 1988
BBA, summa cum laude, Public Accounting
Xaverian
Robert Tesoro's Morgan Stanley Experience June 2005 - August 2006
Job at
Industry Accounting
Experience
Royal Bank of Scotland September 2013 - Present
Nomura Securities 2010 - Present
DALC GEAR 2009 - 2010
Tudor Investment Corp July 2008 - January 2009
PricewaterhouseCoopers October 2007 - March 2008
Ski Skate and Board June 2002 - May 2007
Morgan Stanley June 2005 - August 2006
Merrill Lynch January 2005 - May 2005
A.G. Edwards & Sons, Inc. September 2004 - December 2004
Education
Fordham University 2003 — 2007
B.S., Accounting
CFA Institute
Level 1 candidate
Royal Bank of Scotland September 2013 - Present
Nomura Securities 2010 - Present
DALC GEAR 2009 - 2010
Tudor Investment Corp July 2008 - January 2009
PricewaterhouseCoopers October 2007 - March 2008
Ski Skate and Board June 2002 - May 2007
Morgan Stanley June 2005 - August 2006
Merrill Lynch January 2005 - May 2005
A.G. Edwards & Sons, Inc. September 2004 - December 2004
Education
Fordham University 2003 — 2007
B.S., Accounting
CFA Institute
Level 1 candidate
Frank Bartolotta's Morgan Stanley Experience 1984 - 1995
Job Real Estate Advisor and Realtor (New York and Florida)
Industry Real Estate
Experience
Self Employed April 2005 - Present
Lehman Brothers Holdings Inc. 2000 - 2006
Lehman Brothers 2000 - 2006
Credit Suisse First Boston May 1995 - September 2000
Morgan Stanley 1984 - 1995
White & Case September 1978 - June 1984
Skills
Asset Management, Due Diligence, Real Estate Economics, Real Estate, Valuation, Real Estate Transactions, Real Estate Development, Disposition, Investments, Corporate Real Estate, Portfolio Management, Financial Modeling, Mergers & Acquisitions, Property Management, Financial Analysis, Capital Markets, Contract Negotiation, Private Equity, Leases, Investment Banking, Commercial Real Estate, Asset Managment, Mergers, Strategy
Education
Fordham University School of Law 1974 — 1978
JD, Law
Williams College 1966 — 1970
BA, Economics
Self Employed April 2005 - Present
Lehman Brothers Holdings Inc. 2000 - 2006
Lehman Brothers 2000 - 2006
Credit Suisse First Boston May 1995 - September 2000
Morgan Stanley 1984 - 1995
White & Case September 1978 - June 1984
Skills
Asset Management, Due Diligence, Real Estate Economics, Real Estate, Valuation, Real Estate Transactions, Real Estate Development, Disposition, Investments, Corporate Real Estate, Portfolio Management, Financial Modeling, Mergers & Acquisitions, Property Management, Financial Analysis, Capital Markets, Contract Negotiation, Private Equity, Leases, Investment Banking, Commercial Real Estate, Asset Managment, Mergers, Strategy
Education
Fordham University School of Law 1974 — 1978
JD, Law
Williams College 1966 — 1970
BA, Economics
Regina Matson's Morgan Stanley Experience July 2007 - November 2008
Job Implementation Manager KYC Managed Service Org ID Americas at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters July 2015 - Present
Interactive Data Corporation October 2013 - November 2014
Thomson Reuters September 2010 - August 2011
Rowayton farmers mkt 2009 - 2010
Morgan Stanley July 2007 - November 2008
Morgan Stanley September 2006 - July 2007
Citigroup Asset Management September 2004 - August 2006
Citigroup March 2000 - November 2000
Citigroup January 1981 - December 1998
Skills
Market Data, Vendor Management, Bloomberg, Equities, Project Management, Electronic Trading, Financial Markets, Derivatives, Relationship Management, Capital Markets, Trading Systems, Fixed Income, Business Analysis, Integration, Financial Services
Education
Fordham University
B.A., Philosophy
Thomson Reuters July 2015 - Present
Interactive Data Corporation October 2013 - November 2014
Thomson Reuters September 2010 - August 2011
Rowayton farmers mkt 2009 - 2010
Morgan Stanley July 2007 - November 2008
Morgan Stanley September 2006 - July 2007
Citigroup Asset Management September 2004 - August 2006
Citigroup March 2000 - November 2000
Citigroup January 1981 - December 1998
Skills
Market Data, Vendor Management, Bloomberg, Equities, Project Management, Electronic Trading, Financial Markets, Derivatives, Relationship Management, Capital Markets, Trading Systems, Fixed Income, Business Analysis, Integration, Financial Services
Education
Fordham University
B.A., Philosophy
Ryan P. McCrudden's Morgan Stanley Experience October 2006 - July 2010
Job HR Consultant at Cigna Corporation
Industry Human Resources
Experience
Cigna Corporation April 2015 - Present
Mindlance Inc. at Cigna November 2014 - April 2015
Moelis & Company September 2010 - September 2012
Morgan Stanley October 2006 - July 2010
Masterfoods USA, a division of Mars Inc. August 2005 - October 2006
Smith Barney January 2005 - May 2005
Skills
Forecasting, Finance, PeopleSoft, Analysis, CRM, Management, Human Resources, Employee Benefits, Onboarding, Talent Management
Education
Fordham University 2001 — 2005
Bachelor of Science in Business Administration, Finance
Randolph High School 1998 — 2001
High School
Cigna Corporation April 2015 - Present
Mindlance Inc. at Cigna November 2014 - April 2015
Moelis & Company September 2010 - September 2012
Morgan Stanley October 2006 - July 2010
Masterfoods USA, a division of Mars Inc. August 2005 - October 2006
Smith Barney January 2005 - May 2005
Skills
Forecasting, Finance, PeopleSoft, Analysis, CRM, Management, Human Resources, Employee Benefits, Onboarding, Talent Management
Education
Fordham University 2001 — 2005
Bachelor of Science in Business Administration, Finance
Randolph High School 1998 — 2001
High School
Robert Lanza's Morgan Stanley Experience October 1984 - March 1995
Job President at LBN Investments, Inc
Industry Financial Services
Experience
LBN Investments, Inc May 1995 - Present
Morgan Stanley October 1984 - March 1995
Education
Fordham University
B.A., Economics
LBN Investments, Inc May 1995 - Present
Morgan Stanley October 1984 - March 1995
Education
Fordham University
B.A., Economics
Sergio Lupetin's Morgan Stanley Experience August 1999 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 1999 - Present
FUrman Selz 1995 - 1999
ABN AMRO (formerly Furman Selz/ING Barings) 1995 - 1999
Nomura Securities 1990 - 1995
PwC January 1988 - July 1990
Skills
Financial Analysis, Equities, Risk Management, Capital Markets, Fixed Income, Financial Modeling, Derivatives, Investment Banking, Corporate Finance, Hedge Funds, Regulatory Requirements, Financial Reporting, Broker-Dealer, series 27
Education
Saint John's University 1985 — 1988
Master of Business Administration (MBA), Accounting
Fordham University 1980 — 1984
BA, Economics
Morgan Stanley August 1999 - Present
FUrman Selz 1995 - 1999
ABN AMRO (formerly Furman Selz/ING Barings) 1995 - 1999
Nomura Securities 1990 - 1995
PwC January 1988 - July 1990
Skills
Financial Analysis, Equities, Risk Management, Capital Markets, Fixed Income, Financial Modeling, Derivatives, Investment Banking, Corporate Finance, Hedge Funds, Regulatory Requirements, Financial Reporting, Broker-Dealer, series 27
Education
Saint John's University 1985 — 1988
Master of Business Administration (MBA), Accounting
Fordham University 1980 — 1984
BA, Economics
R. Scott Valenti, CAIA's Morgan Stanley Experience June 2005 - May 2006
Job Managing Principle at Fiducia Capital Management, LLC / President at Sierra Victor Managment & Consulting, LLC
Industry Management Consulting
Experience
Fiducia Capital Management, LLC February 2009 - Present
Sierra Victor Management & Consulting, LLC February 2009 - Present
VMW Lounge, LLC May 2006 - February 2009
Morgan Stanley June 2005 - May 2006
Cendant Corporation March 2002 - April 2005
Skills
Investment Advisory, Asset Management, Portfolio Management, Asset Allocation, Risk Management, Alternative Investments, Hedge Funds, Investments, Options, Real Estate, Start-ups, Entrepreneur, Sales Management, Sales, Business Relationship..., Entrepreneurship, Asset Managment, Investment Management, Investment Strategies, Securities, International Relations, International Sales, Public Speaking, international speaking, International Business
Education
Franciscan University of Steubenville 1994 — 1998
B.A., Theology/Psychology
Bishop Eustace Prep
Fiducia Capital Management, LLC February 2009 - Present
Sierra Victor Management & Consulting, LLC February 2009 - Present
VMW Lounge, LLC May 2006 - February 2009
Morgan Stanley June 2005 - May 2006
Cendant Corporation March 2002 - April 2005
Skills
Investment Advisory, Asset Management, Portfolio Management, Asset Allocation, Risk Management, Alternative Investments, Hedge Funds, Investments, Options, Real Estate, Start-ups, Entrepreneur, Sales Management, Sales, Business Relationship..., Entrepreneurship, Asset Managment, Investment Management, Investment Strategies, Securities, International Relations, International Sales, Public Speaking, international speaking, International Business
Education
Franciscan University of Steubenville 1994 — 1998
B.A., Theology/Psychology
Bishop Eustace Prep
Thomas E. Lewis's Morgan Stanley Experience January 2013 - January 2014
Job GWMG Capital Markets at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2012 - Present
Morgan Stanley January 2013 - January 2014
Bank of America Merrill Lynch January 2011 - June 2011
Merrill Lynch August 2010 - January 2011
Skills
Bloomberg, Financial Modeling, Equities, Portfolio Management, Valuation, Financial Analysis, Investments, Capital Markets, Investment Banking, Equity Research, Global Currencies, Risk Management, Risk Assessment, Global Currency, Electronic Payment..., Wealth Management, Economics, Options, Bloomberg Terminal, Fixed Income, Hedge Funds, Analysis, Project Management, Structured Investments, Statistics, Operational Risk..., Asset Management, Networking, Microeconomics, Corporate Finance, Financial Markets, Derivatives, Financial Risk, Mutual Funds
Education
Fordham University 2007 — 2011
BS, Finance, Economics
Fordham University 2007 — 2011
BS, Finance; Economics
East Chapel Hill High School 2004 — 2007
Nishimachi International School 1994 — 2004
Morgan Stanley Smith Barney March 2012 - Present
Morgan Stanley January 2013 - January 2014
Bank of America Merrill Lynch January 2011 - June 2011
Merrill Lynch August 2010 - January 2011
Skills
Bloomberg, Financial Modeling, Equities, Portfolio Management, Valuation, Financial Analysis, Investments, Capital Markets, Investment Banking, Equity Research, Global Currencies, Risk Management, Risk Assessment, Global Currency, Electronic Payment..., Wealth Management, Economics, Options, Bloomberg Terminal, Fixed Income, Hedge Funds, Analysis, Project Management, Structured Investments, Statistics, Operational Risk..., Asset Management, Networking, Microeconomics, Corporate Finance, Financial Markets, Derivatives, Financial Risk, Mutual Funds
Education
Fordham University 2007 — 2011
BS, Finance, Economics
Fordham University 2007 — 2011
BS, Finance; Economics
East Chapel Hill High School 2004 — 2007
Nishimachi International School 1994 — 2004
Paul Chhoy's Morgan Stanley Experience July 2006 - June 2010
Job Manager at Ernst & Young
Industry Financial Services
Experience
EY October 2014 - Present
Ernst & Young July 2012 - September 2014
Morgan Stanley July 2006 - June 2010
Lindsay Goldberg & Bessemer 2006 - 2006
J.P. Morgan 2004 - 2004
Skills
Financial Modeling, Financial Services, Financial Advisory, Financial Analysis, Wealth Management, Due Diligence, Valuation, Corporate Finance, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (M.B.A.)
Fordham University 2002 — 2006
Finance
Lowell High School 1998 — 2002
UIBE
EY October 2014 - Present
Ernst & Young July 2012 - September 2014
Morgan Stanley July 2006 - June 2010
Lindsay Goldberg & Bessemer 2006 - 2006
J.P. Morgan 2004 - 2004
Skills
Financial Modeling, Financial Services, Financial Advisory, Financial Analysis, Wealth Management, Due Diligence, Valuation, Corporate Finance, Portfolio Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2010 — 2012
Master of Business Administration (M.B.A.)
Fordham University 2002 — 2006
Finance
Lowell High School 1998 — 2002
UIBE
Roxanne Baranin Todisco's Morgan Stanley Experience 2005 - 2007
Job Vice President, JPMorgan Asset Management
Industry Investment Management
Experience
JP Morgan Asset Management July 2007 - Present
Morgan Stanley 2005 - 2007
Skills
Alternative Investments, Fixed Income, Asset Management, Equities, Hedge Funds, Product Management, Series 7, Series 63, Institutional..., Relationship Management, Pension Funds, Defined Benefit, Asset Allocation, Mutual Funds
Education
Fordham University 2001 — 2005
Bachelor of Arts (B.A.), Economics, 3.9
JP Morgan Asset Management July 2007 - Present
Morgan Stanley 2005 - 2007
Skills
Alternative Investments, Fixed Income, Asset Management, Equities, Hedge Funds, Product Management, Series 7, Series 63, Institutional..., Relationship Management, Pension Funds, Defined Benefit, Asset Allocation, Mutual Funds
Education
Fordham University 2001 — 2005
Bachelor of Arts (B.A.), Economics, 3.9
Nadia Jones's Morgan Stanley Experience October 2014 - Present
Job Executive Director, Senior Diversity Officer
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Morrison & Foerster LLP March 2008 - October 2014
ALFDP: The Association of Law Firm Diversity Professionals 2008 - 2014
Paul, Weiss, Rifkind, Wharton & Garrison LLP 2004 - 2008
Skills
Diversity & Inclusion, Diversity Training, Diversity Program..., Litigation, Class Actions, Legal Research, Intellectual Property, Legal Writing, Appeals, Commercial Litigation, Civil Litigation, Arbitration, Corporate Law, Securities Litigation, Securities Regulation, Employment Law
Education
Fordham University School of Law 2001 — 2004
Doctor of Law (J.D.)
Yale University 1996 — 2000
BA, Political Science, African American Studies
Trinity School 1983 — 1996
Morgan Stanley October 2014 - Present
Morrison & Foerster LLP March 2008 - October 2014
ALFDP: The Association of Law Firm Diversity Professionals 2008 - 2014
Paul, Weiss, Rifkind, Wharton & Garrison LLP 2004 - 2008
Skills
Diversity & Inclusion, Diversity Training, Diversity Program..., Litigation, Class Actions, Legal Research, Intellectual Property, Legal Writing, Appeals, Commercial Litigation, Civil Litigation, Arbitration, Corporate Law, Securities Litigation, Securities Regulation, Employment Law
Education
Fordham University School of Law 2001 — 2004
Doctor of Law (J.D.)
Yale University 1996 — 2000
BA, Political Science, African American Studies
Trinity School 1983 — 1996
Vanessa Mortillaro's Morgan Stanley Experience January 2008 - August 2011
Job Associate/AVP Media Telecom & Sports Finance
Industry Financial Services
Experience
MUFG in the Americas March 2014 - Present
Fisher Investments March 2013 - March 2014
JPMorgan Chase August 2011 - February 2013
Morgan Stanley January 2008 - August 2011
Schulte Roth & Zabel LLP June 2007 - December 2007
Swiss American Securities Inc January 2007 - June 2007
Merrill Lynch January 2006 - June 2006
Education
Fordham University 2004 — 2007
MUFG in the Americas March 2014 - Present
Fisher Investments March 2013 - March 2014
JPMorgan Chase August 2011 - February 2013
Morgan Stanley January 2008 - August 2011
Schulte Roth & Zabel LLP June 2007 - December 2007
Swiss American Securities Inc January 2007 - June 2007
Merrill Lynch January 2006 - June 2006
Education
Fordham University 2004 — 2007
Suzanne M. (Suzanne Meehan) Emrich's Morgan Stanley Experience October 2000 - November 2001
Job Real Estate Agent Towne Realty Group, LLC
Industry Financial Services
Experience
Towne Realty Group, LLC October 2014 - Present
Credit Suisse April 2003 - 2009
Morgan Stanley October 2000 - November 2001
Bear Stearns June 1996 - October 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Budgets, High Yield, Banking, Accounting, Financial Analysis, Credit Derivatives, Risk Management, Investments, Sales, First Time Home Buyers, Real Estate Transactions, Finance, Asset Management, Real Estate, Investment Properties, Financial Services, Residential Homes, Negotiation, Management, Marketing
Education
Fordham University 1992 — 1996
Bachelor of Science (BS), Finance and Marketing
Towne Realty Group, LLC October 2014 - Present
Credit Suisse April 2003 - 2009
Morgan Stanley October 2000 - November 2001
Bear Stearns June 1996 - October 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Windows, Outlook, Budgets, High Yield, Banking, Accounting, Financial Analysis, Credit Derivatives, Risk Management, Investments, Sales, First Time Home Buyers, Real Estate Transactions, Finance, Asset Management, Real Estate, Investment Properties, Financial Services, Residential Homes, Negotiation, Management, Marketing
Education
Fordham University 1992 — 1996
Bachelor of Science (BS), Finance and Marketing
Peter DeFabritus's Morgan Stanley Experience 1997 - 2003
Job Mainframe Senior Systems Programmer at The New York Times
Industry Newspapers
Experience
The New York Times November 2008 - Present
Johnson & Johnson 2004 - 2006
Morgan Stanley 1997 - 2003
Skills
Microsoft Excel, Data Warehousing, Digital Media, Business Process..., SDLC, Business Intelligence, Unix, IT Strategy, Business Analysis, Enterprise Architecture, Change Management, Project Management, Editing, Disaster Recovery, SQL, Process Improvement, Mainframe, Performance Tuning, Operating Systems, ITIL, IT Management, Databases, Visio, Software Project..., Integration, Business Process, DB2, Solution Architecture
Education
Fordham University
Master of Arts (M.A.), Mathematics
Manhattan College
Bachelor of Science (B.S.), Mathematics
The New York Times November 2008 - Present
Johnson & Johnson 2004 - 2006
Morgan Stanley 1997 - 2003
Skills
Microsoft Excel, Data Warehousing, Digital Media, Business Process..., SDLC, Business Intelligence, Unix, IT Strategy, Business Analysis, Enterprise Architecture, Change Management, Project Management, Editing, Disaster Recovery, SQL, Process Improvement, Mainframe, Performance Tuning, Operating Systems, ITIL, IT Management, Databases, Visio, Software Project..., Integration, Business Process, DB2, Solution Architecture
Education
Fordham University
Master of Arts (M.A.), Mathematics
Manhattan College
Bachelor of Science (B.S.), Mathematics
Akhil Bery's Morgan Stanley Experience June 2008 - July 2008
Job Research Assistant South Asia Division at McLarty Associates
Industry Management Consulting
Experience
McLarty Associates March 2014 - Present
McLarty Associates September 2013 - March 2014
Fujitsu Research Institute February 2012 - March 2013
9.9 Mediaworx Pvt. Ltd. January 2011 - January 2012
9.9 Mediaworx Pvt. Ltd. October 2009 - January 2011
Oxus Investments June 2009 - September 2009
Credit Suisse July 2008 - August 2008
Morgan Stanley June 2008 - July 2008
Franklin & Marshall College May 2007 - August 2007
Franklin & Marshall College May 2006 - December 2006
Skills
Microsoft Word, Microsoft Excel, HTML, Research, Social Media, Event Management, Teamwork, Project Planning, Market Research, Marketing Strategy, Recruiting, Team Management, Dreamweaver, Flash Video, WebEx, Newsletters, Email Marketing, Marketing, Public Speaking, Microsoft Office, Analysis
Education
Franklin & Marshall College 2005 — 2009
Bachelor of Arts, History
American Embassy School 2001 — 2005
International Baccalaureate Degree
McLarty Associates March 2014 - Present
McLarty Associates September 2013 - March 2014
Fujitsu Research Institute February 2012 - March 2013
9.9 Mediaworx Pvt. Ltd. January 2011 - January 2012
9.9 Mediaworx Pvt. Ltd. October 2009 - January 2011
Oxus Investments June 2009 - September 2009
Credit Suisse July 2008 - August 2008
Morgan Stanley June 2008 - July 2008
Franklin & Marshall College May 2007 - August 2007
Franklin & Marshall College May 2006 - December 2006
Skills
Microsoft Word, Microsoft Excel, HTML, Research, Social Media, Event Management, Teamwork, Project Planning, Market Research, Marketing Strategy, Recruiting, Team Management, Dreamweaver, Flash Video, WebEx, Newsletters, Email Marketing, Marketing, Public Speaking, Microsoft Office, Analysis
Education
Franklin & Marshall College 2005 — 2009
Bachelor of Arts, History
American Embassy School 2001 — 2005
International Baccalaureate Degree
Bridgette Parks's Morgan Stanley Experience July 2007 - July 2009
Job Associate at Debevoise and Plimpton
Industry Law Practice
Experience
Debevoise & Plimpton November 2012 - Present
Morgan Stanley July 2007 - July 2009
Education
Fordham Law School 2009 — 2012
Doctor of Law (J.D.)
Loyola College in Maryland 2003 — 2007
Bachelor of Business Administration (B.B.A.), Economics
Debevoise & Plimpton November 2012 - Present
Morgan Stanley July 2007 - July 2009
Education
Fordham Law School 2009 — 2012
Doctor of Law (J.D.)
Loyola College in Maryland 2003 — 2007
Bachelor of Business Administration (B.B.A.), Economics
Peggy Cappelletti's Morgan Stanley Experience October 1995 - October 2001
Job Senior Registered Client Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch November 2001 - December 2008
Morgan Stanley October 1995 - October 2001
Education
Franciscan University of Steubenville 1971 — 1974
BS, Medical Technology
St John Central
UBS Financial Services, Inc. January 2009 - Present
Merrill Lynch November 2001 - December 2008
Morgan Stanley October 1995 - October 2001
Education
Franciscan University of Steubenville 1971 — 1974
BS, Medical Technology
St John Central
Patrick Layton's Morgan Stanley Experience June 2010 - Present
Job Associate Credit Risk Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2010 - Present
UBS Global Asset Management October 2009 - May 2010
Morgan Stanley Smith Barney January 2009 - October 2009
Sail Caribbean May 2008 - August 2009
Skills
Investments, Credit Risk
Education
Fordham University 2006 — 2010
Bachelor of Science, Finance
Morgan Stanley June 2010 - Present
UBS Global Asset Management October 2009 - May 2010
Morgan Stanley Smith Barney January 2009 - October 2009
Sail Caribbean May 2008 - August 2009
Skills
Investments, Credit Risk
Education
Fordham University 2006 — 2010
Bachelor of Science, Finance
Suzanne Campbell's Morgan Stanley Experience 1998 - 2007
Job Director, Total Rewards at Parsons Brinckerhoff
Industry Civil Engineering
Experience
Parsons Brinckerhoff January 2012 - Present
Parsons Brinckerhoff February 2008 - Present
Morgan Stanley 1998 - 2007
Parsons Brinckerhoff 1997 - 1998
Skills
Deferred Compensation, HRIS, Employee Relations, Employee Benefits, Personnel Management, Succession Planning, Onboarding, Performance Management, Organizational..., Talent Management, Human Resources, Employee Engagement, Employment Law, HR Consulting, Strategic Planning, Leadership, Recruiting, Job Evaluation, HR Policies, Benefits Administration, Compensation & Benefits
Education
Fordham University 1978 — 1982
BA, History
Academy of Mt. St. Ursula
High School
Parsons Brinckerhoff January 2012 - Present
Parsons Brinckerhoff February 2008 - Present
Morgan Stanley 1998 - 2007
Parsons Brinckerhoff 1997 - 1998
Skills
Deferred Compensation, HRIS, Employee Relations, Employee Benefits, Personnel Management, Succession Planning, Onboarding, Performance Management, Organizational..., Talent Management, Human Resources, Employee Engagement, Employment Law, HR Consulting, Strategic Planning, Leadership, Recruiting, Job Evaluation, HR Policies, Benefits Administration, Compensation & Benefits
Education
Fordham University 1978 — 1982
BA, History
Academy of Mt. St. Ursula
High School
Terri Ferri's Morgan Stanley Experience November 2013 - Present
Job Branch Manager Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Citi Personal Wealth Management May 2013 - Present
Citigold Wealth Management/Citibank January 2010 - August 2013
Citi Personal Wealth Management 2009 - 2011
Smith Barney, BBA 2008 - 2010
Morgan Stanley Smith Barney 2004 - 2009
Morgan Stanley Smith Barney 2007 - 2008
Morgan Stanley Smith Barney 2004 - 2007
Skills
Investments, Series 63, Wealth Management, Mutual Funds, Asset Allocation, Strategy, Series 7, Banking, Marketing Strategy, CRM, Strategic Financial..., Portfolio Management, Retirement Planning, Leadership, Equities, Investment Advisory, Securities, Financial Services, FINRA, Asset Management, Alternative Investments, Financial Advisory
Education
Fordham University 1984 — 1988
BS, Managment
Morgan Stanley November 2013 - Present
Citi Personal Wealth Management May 2013 - Present
Citigold Wealth Management/Citibank January 2010 - August 2013
Citi Personal Wealth Management 2009 - 2011
Smith Barney, BBA 2008 - 2010
Morgan Stanley Smith Barney 2004 - 2009
Morgan Stanley Smith Barney 2007 - 2008
Morgan Stanley Smith Barney 2004 - 2007
Skills
Investments, Series 63, Wealth Management, Mutual Funds, Asset Allocation, Strategy, Series 7, Banking, Marketing Strategy, CRM, Strategic Financial..., Portfolio Management, Retirement Planning, Leadership, Equities, Investment Advisory, Securities, Financial Services, FINRA, Asset Management, Alternative Investments, Financial Advisory
Education
Fordham University 1984 — 1988
BS, Managment
Andrew de Soiza's Morgan Stanley Experience 2006 - 2010
Job Chief Strategy Officer at Cazadors Media
Industry Financial Services
Experience
Cazadors Media 2010 - Present
Granite Payment Alliance LLC 2010 - 2010
FBC Enterprises LLC 2010 - 2010
Morgan Stanley 2006 - 2010
Atlantic Bank 1998 - 2006
National Westminster Bank 1987 - 1998
JP Morgan Chase 1982 - 1987
Education
Fordham University School of Law
Iona College
B.B.A., Marketing
New York University
Information Technology
Stuyvesant H.S.
Cazadors Media 2010 - Present
Granite Payment Alliance LLC 2010 - 2010
FBC Enterprises LLC 2010 - 2010
Morgan Stanley 2006 - 2010
Atlantic Bank 1998 - 2006
National Westminster Bank 1987 - 1998
JP Morgan Chase 1982 - 1987
Education
Fordham University School of Law
Iona College
B.B.A., Marketing
New York University
Information Technology
Stuyvesant H.S.
Tim Rogan's Morgan Stanley Experience February 2013 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 2013 - Present
Jefferies & Company June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Education
Fordham University 2008 — 2012
Bachelor of Science, Finance
Pittsford Mendon High School
Morgan Stanley February 2013 - Present
Jefferies & Company June 2011 - August 2011
Merrill Lynch June 2010 - August 2010
Education
Fordham University 2008 — 2012
Bachelor of Science, Finance
Pittsford Mendon High School
Toni Ash, MBA's Morgan Stanley Experience October 2007 - March 2011
Job Business Analyst Manager at Macy's
Industry Apparel & Fashion
Experience
Macy's October 2015 - Present
Macy's September 2014 - Present
Macy's September 2013 - September 2014
Macy's March 2011 - September 2013
Morgan Stanley October 2007 - March 2011
Morgan Stanley July 2005 - October 2007
Ciba Specialty Chemicals January 2005 - May 2005
Morgan Stanley June 2004 - August 2004
Fordham University September 2003 - December 2003
Skills
Merchandising, Fashion, Trend Analysis, Retail, Inventory Management, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Customer Service, Apparel, Event Planning, Leadership, Management, Sales, Time Management, Vendor Management, Visual Merchandising
Education
LIM College 2010 — 2011
MBA, Fashion Management
Fordham University 2001 — 2005
BS, Information Systems
Macy's October 2015 - Present
Macy's September 2014 - Present
Macy's September 2013 - September 2014
Macy's March 2011 - September 2013
Morgan Stanley October 2007 - March 2011
Morgan Stanley July 2005 - October 2007
Ciba Specialty Chemicals January 2005 - May 2005
Morgan Stanley June 2004 - August 2004
Fordham University September 2003 - December 2003
Skills
Merchandising, Fashion, Trend Analysis, Retail, Inventory Management, Microsoft Excel, PowerPoint, Microsoft Office, Outlook, Microsoft Word, Customer Service, Apparel, Event Planning, Leadership, Management, Sales, Time Management, Vendor Management, Visual Merchandising
Education
LIM College 2010 — 2011
MBA, Fashion Management
Fordham University 2001 — 2005
BS, Information Systems
Clarke Adams's Morgan Stanley Experience April 2010 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2010 - Present
Goldman Sachs August 2007 - April 2010
Credit Suisse August 2000 - August 2007
DLJ 1996 - August 2000
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (MBA), Finance, General
Franklin & Marshall College 1988 — 1992
BA, Economics
Unionville
Morgan Stanley April 2010 - Present
Goldman Sachs August 2007 - April 2010
Credit Suisse August 2000 - August 2007
DLJ 1996 - August 2000
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (MBA), Finance, General
Franklin & Marshall College 1988 — 1992
BA, Economics
Unionville
Martin Dunleavy's Morgan Stanley Experience December 2011 - February 2015
Job Corporate and Commercial Counsel at The Great Atlantic & Pacific Tea Company (A&P)
Industry Law Practice
Experience
The Great Atlantic & Pacific Tea Company (A&P) February 2015 - Present
Morgan Stanley December 2011 - February 2015
Sterling National Bank March 2010 - December 2011
Goodwin Procter LLP October 2006 - March 2010
Torys LLP September 2002 - October 2006
Skills
Corporate Law, Litigation, Corporate Governance, Private Equity, Securities, Mergers & Acquisitions, Risk Management, Due Diligence, Securities Regulation, Banking, Loans
Education
Fordham Law School 1999 — 2002
JD
Rutgers University 1995 — 1999
BA, Economics, Journalism
The Great Atlantic & Pacific Tea Company (A&P) February 2015 - Present
Morgan Stanley December 2011 - February 2015
Sterling National Bank March 2010 - December 2011
Goodwin Procter LLP October 2006 - March 2010
Torys LLP September 2002 - October 2006
Skills
Corporate Law, Litigation, Corporate Governance, Private Equity, Securities, Mergers & Acquisitions, Risk Management, Due Diligence, Securities Regulation, Banking, Loans
Education
Fordham Law School 1999 — 2002
JD
Rutgers University 1995 — 1999
BA, Economics, Journalism
Chip Carbino's Morgan Stanley Experience 1997 - 2004
Job Prime Brokerage at TD Securities
Industry Financial Services
Experience
TD Securities January 2012 - Present
RBC Capital Markets 2004 - 2011
Morgan Stanley 1997 - 2004
Capital Advisors, Inc. 1990 - 1997
Skills
Prime Brokerage, Securities Lending, Electronic Trading, Equities, Hedge Funds, Relationship Management, Financial Services, Derivatives, Cash Management, Trading, Series 7
Education
Franklin & Marshall College
BA, Business Administration
TD Securities January 2012 - Present
RBC Capital Markets 2004 - 2011
Morgan Stanley 1997 - 2004
Capital Advisors, Inc. 1990 - 1997
Skills
Prime Brokerage, Securities Lending, Electronic Trading, Equities, Hedge Funds, Relationship Management, Financial Services, Derivatives, Cash Management, Trading, Series 7
Education
Franklin & Marshall College
BA, Business Administration
craig coutlee's Morgan Stanley Experience December 1999 - November 2005
Job VP at animas capital management
Industry Financial Services
Experience
animas capital management November 2005 - Present
Morgan Stanley December 1999 - November 2005
Skills
Financial Analysis, Financial Services, Strategic Financial..., Officiating, Fixed Income, Wealth Management, Capital Markets, Management, Banking, Portfolio Management, Financial Planning, Series 7
Education
Princeton University 1995 — 1997
Master of Science (MS) incomplete, Geophysics and Seismology
Fort Lewis College 1990 — 1992
Teacher Certification, Geology/Earth Science, General
Fort Lewis College 1979 — 1983
Bachelor of Science (BS), Geology/Earth Science, General
animas capital management November 2005 - Present
Morgan Stanley December 1999 - November 2005
Skills
Financial Analysis, Financial Services, Strategic Financial..., Officiating, Fixed Income, Wealth Management, Capital Markets, Management, Banking, Portfolio Management, Financial Planning, Series 7
Education
Princeton University 1995 — 1997
Master of Science (MS) incomplete, Geophysics and Seismology
Fort Lewis College 1990 — 1992
Teacher Certification, Geology/Earth Science, General
Fort Lewis College 1979 — 1983
Bachelor of Science (BS), Geology/Earth Science, General
Ryan Joseph Nucum's Morgan Stanley Experience April 2012 - Present
Job Relationship Officer for Ultra High Net Worth Clients and Prospects
Industry Financial Services
Experience
Morgan Stanley April 2012 - Present
Morgan Stanley December 2009 - April 2012
Morgan Stanley May 2008 - December 2009
Morgan Stanley August 2005 - May 2008
Skills
Business Development, Relationship Management, Sales Management, Reporting & Analysis, Human Capital Management, Philanthropy, Project Planning, Diversity, RFP, Organizational..., Series 7, Equities, Management, Team Building, Fixed Income, Series 63, Hedge Funds, Bloomberg, Investment Management, Alternative Investments, Portfolio Management, Asset Management, Personnel Management, Leadership, Capital Markets, Finance, Asset Allocation, Investment Strategies, Investment Banking
Education
Fordham University 2000 — 2004
BA, Dual Major in Economics & English
Morgan Stanley April 2012 - Present
Morgan Stanley December 2009 - April 2012
Morgan Stanley May 2008 - December 2009
Morgan Stanley August 2005 - May 2008
Skills
Business Development, Relationship Management, Sales Management, Reporting & Analysis, Human Capital Management, Philanthropy, Project Planning, Diversity, RFP, Organizational..., Series 7, Equities, Management, Team Building, Fixed Income, Series 63, Hedge Funds, Bloomberg, Investment Management, Alternative Investments, Portfolio Management, Asset Management, Personnel Management, Leadership, Capital Markets, Finance, Asset Allocation, Investment Strategies, Investment Banking
Education
Fordham University 2000 — 2004
BA, Dual Major in Economics & English
steven espinosa's Morgan Stanley Experience June 2007 - May 2008
Job Analyst at Citi
Industry Financial Services
Experience
Citi January 2011 - Present
Gansevoort Hotel Group February 2010 - December 2010
MacKenzie Partners June 2008 - May 2009
Morgan Stanley June 2007 - May 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Securities, Bloomberg, Investments, Equity Research, Bloomberg Terminal, Finance, Financial Modeling, Outlook
Education
Fordham University 2002 — 2006
BA, Economics / Communciations
Citi January 2011 - Present
Gansevoort Hotel Group February 2010 - December 2010
MacKenzie Partners June 2008 - May 2009
Morgan Stanley June 2007 - May 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Securities, Bloomberg, Investments, Equity Research, Bloomberg Terminal, Finance, Financial Modeling, Outlook
Education
Fordham University 2002 — 2006
BA, Economics / Communciations
Nitin Khakee's Morgan Stanley Experience September 2013 - Present
Job Executive Director at Morgan Stanley
Industry Venture Capital & Private Equity
Experience
Morgan Stanley September 2013 - Present
Credit Suisse November 2008 - August 2013
Morgan Stanley April 2008 - November 2008
Greenberg Traurig, LLP October 2000 - April 2008
LeBoeuf, Lamb, Greene & MacRae, LLP October 1997 - October 2000
Skills
Private Equity, Venture Capital, Mergers, Corporate Governance, Alternative Investments, Corporate Law, Securities, Capital Markets, Joint Ventures, Asset Managment, Securities Offerings, Legal Compliance, Real Estate, Investments, Real Estate Transactions, Infrastructure, Compliance, IPO, Mezzanine, Financial Regulation, Asset Management, Hedge Funds, Private Placements, Structured Finance, Cross-border..., Mergers & Acquisitions, Due Diligence, Securitization, Emerging Markets
Education
Fordham University School of Law 1994 — 1997
Juris Doctor Degree
The Johns Hopkins University 1988 — 1992
Bachelor of Arts, International Studies
Horace Mann School 1982 — 1988
Morgan Stanley September 2013 - Present
Credit Suisse November 2008 - August 2013
Morgan Stanley April 2008 - November 2008
Greenberg Traurig, LLP October 2000 - April 2008
LeBoeuf, Lamb, Greene & MacRae, LLP October 1997 - October 2000
Skills
Private Equity, Venture Capital, Mergers, Corporate Governance, Alternative Investments, Corporate Law, Securities, Capital Markets, Joint Ventures, Asset Managment, Securities Offerings, Legal Compliance, Real Estate, Investments, Real Estate Transactions, Infrastructure, Compliance, IPO, Mezzanine, Financial Regulation, Asset Management, Hedge Funds, Private Placements, Structured Finance, Cross-border..., Mergers & Acquisitions, Due Diligence, Securitization, Emerging Markets
Education
Fordham University School of Law 1994 — 1997
Juris Doctor Degree
The Johns Hopkins University 1988 — 1992
Bachelor of Arts, International Studies
Horace Mann School 1982 — 1988
Diana Fudiman's Morgan Stanley Experience May 2013 - Present
Job Director at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley May 2013 - Present
Mitsubishi UFJ Securities (USA), Inc. March 2011 - May 2013
Education
Fordham Law School 2009 — 2012
Doctor of Law (J.D.)
New York University, Stern School of Business 2005 — 2009
Bachelor's degree, Finance, Marketing, International Business
Morgan Stanley May 2013 - Present
Mitsubishi UFJ Securities (USA), Inc. March 2011 - May 2013
Education
Fordham Law School 2009 — 2012
Doctor of Law (J.D.)
New York University, Stern School of Business 2005 — 2009
Bachelor's degree, Finance, Marketing, International Business
Marcelo Riffaud's Morgan Stanley Experience January 1995 - April 1999
Job Managing Director Legal Barclays
Industry Financial Services
Experience
Barclays January 2012 - Present
Deutsche Bank May 1999 - December 2011
Morgan Stanley January 1995 - April 1999
Davis Polk & Wardwell LLP September 1991 - December 1994
Skills
FINRA, Equity Derivatives, Equity Trading, Securities Lending, Prime Brokerage, Corporate Finance, Structured Products, Dodd-Frank, Market Structure, Securities, Capital Markets, Securities Regulation, Hedge Funds, AML, Equities, Fixed Income, Investment Banking, Alternative Investments, Private Equity, Derivatives
Education
Fordham University School of Law 1988 — 1991
Doctor of Law (J.D.) cum laude
M.I.T. 1978 — 1982
S.B., Aeronautics and Astronautics
Uruguayan American School 1976 — 1978
High School
Barclays January 2012 - Present
Deutsche Bank May 1999 - December 2011
Morgan Stanley January 1995 - April 1999
Davis Polk & Wardwell LLP September 1991 - December 1994
Skills
FINRA, Equity Derivatives, Equity Trading, Securities Lending, Prime Brokerage, Corporate Finance, Structured Products, Dodd-Frank, Market Structure, Securities, Capital Markets, Securities Regulation, Hedge Funds, AML, Equities, Fixed Income, Investment Banking, Alternative Investments, Private Equity, Derivatives
Education
Fordham University School of Law 1988 — 1991
Doctor of Law (J.D.) cum laude
M.I.T. 1978 — 1982
S.B., Aeronautics and Astronautics
Uruguayan American School 1976 — 1978
High School
paul coppola's Morgan Stanley Experience 1995 - 2007
Job Portfolio Manager at RR Advisors/RCH Energy
Industry Investment Banking
Experience
RR Advisors/RCH Energy August 2014 - Present
Global Hunter Securities October 2011 - July 2014
Morgan Stanley 1995 - 2007
Skills
Equities, Hedge Funds, Capital Markets, Valuation, Asset Management, Financial Modeling, Investments, Bloomberg, Alternative Investments, Fixed Income, Investment Banking, Equity Research, Private Equity
Education
Fordham University 1988 — 1992
BACK, Economics
RR Advisors/RCH Energy August 2014 - Present
Global Hunter Securities October 2011 - July 2014
Morgan Stanley 1995 - 2007
Skills
Equities, Hedge Funds, Capital Markets, Valuation, Asset Management, Financial Modeling, Investments, Bloomberg, Alternative Investments, Fixed Income, Investment Banking, Equity Research, Private Equity
Education
Fordham University 1988 — 1992
BACK, Economics
Sabriena Matthews's Morgan Stanley Experience September 2015 - Present
Job Manager, The Morgan Stanley Alumni Network
Industry Marketing and Advertising
Experience
Morgan Stanley September 2015 - Present
Goldman Sachs December 2013 - August 2015
Fordham University School of Law March 2011 - December 2013
Fordham University School of Law March 2008 - February 2011
Skills
Fundraising, Event Planning, Volunteer Management, Alumni Relations, Nonprofits, Leadership, Grant Writing, Newsletters, Public Speaking
Education
Fordham University 2004 — 2007
Bachelor of Science, Psychology
The Mary Louis Academy 2000 — 2004
Morgan Stanley September 2015 - Present
Goldman Sachs December 2013 - August 2015
Fordham University School of Law March 2011 - December 2013
Fordham University School of Law March 2008 - February 2011
Skills
Fundraising, Event Planning, Volunteer Management, Alumni Relations, Nonprofits, Leadership, Grant Writing, Newsletters, Public Speaking
Education
Fordham University 2004 — 2007
Bachelor of Science, Psychology
The Mary Louis Academy 2000 — 2004
Stephanie (Castellano) Cardillo's Morgan Stanley Experience September 2007 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2007 - Present
Morgan Stanley January 2006 - August 2007
Morgan Stanley June 2004 - January 2006
Skills
Derivatives, Series 7, Prime Brokerage, Financial Services, Equities, Alternative Investments, Hedge Funds, Securities
Education
Villanova University 2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance
Fordham University 2008 — 2010
Master of Business Administration (M.B.A.), Finance and Marketing
Morgan Stanley September 2007 - Present
Morgan Stanley January 2006 - August 2007
Morgan Stanley June 2004 - January 2006
Skills
Derivatives, Series 7, Prime Brokerage, Financial Services, Equities, Alternative Investments, Hedge Funds, Securities
Education
Villanova University 2000 — 2004
Bachelor of Science (B.S.), Accounting and Finance
Fordham University 2008 — 2010
Master of Business Administration (M.B.A.), Finance and Marketing
Lameke Cannon's Morgan Stanley Experience April 2000 - January 2006
Job Associate at Venable LLP
Industry Law Practice
Experience
Venable LLP September 2007 - Present
Morgan Stanley April 2000 - January 2006
Scudder Kemper Investments June 1998 - April 2000
Skills
White-Collar Compliance..., Litigation, Legal Writing, Corporate Governance, Legal Research, Legal Ethics, Corporate Law, Civil Litigation, Due Diligence, FCPA, Fraud, Internal Investigations
Education
Fordham University School of Law 2003 — 2007
Doctor of Law (J.D.)
University of South Carolina-Columbia 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Venable LLP September 2007 - Present
Morgan Stanley April 2000 - January 2006
Scudder Kemper Investments June 1998 - April 2000
Skills
White-Collar Compliance..., Litigation, Legal Writing, Corporate Governance, Legal Research, Legal Ethics, Corporate Law, Civil Litigation, Due Diligence, FCPA, Fraud, Internal Investigations
Education
Fordham University School of Law 2003 — 2007
Doctor of Law (J.D.)
University of South Carolina-Columbia 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Jason Dutton's Morgan Stanley Experience 2010 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Scottrade 2010 - 2013
Morgan Stanley 2010 - 2013
Battle Mountain High School August 2000 - May 2003
Education
University of Central Oklahoma 2002 — 2004
Master of Business Administration (M.B.A.)
Fort Hays State University 1994 — 1999
Bachelor's Degree, Business Teacher Education
Scottrade 2010 - 2013
Morgan Stanley 2010 - 2013
Battle Mountain High School August 2000 - May 2003
Education
University of Central Oklahoma 2002 — 2004
Master of Business Administration (M.B.A.)
Fort Hays State University 1994 — 1999
Bachelor's Degree, Business Teacher Education
Colin Burgess's Morgan Stanley Experience January 2010 - June 2011
Job Law Clerk to the Honorable Marcus Z. Shar of the Circuit Court for Baltimore City
Industry Legal Services
Experience
Circuit Court for Baltimore City August 2014 - Present
San Antonio Spurs June 2013 - April 2014
Ward & Herzog, LLC May 2013 - August 2013
Circuit Court for Baltimore City May 2013 - August 2013
Circuit Court for Baltimore City May 2012 - July 2012
Morgan Stanley January 2010 - June 2011
Education
Tulane University Law School 2011 — 2014
Juris Doctor (J.D.)
Franklin & Marshall College 2005 — 2009
Bachelor’s Degree, History
Circuit Court for Baltimore City August 2014 - Present
San Antonio Spurs June 2013 - April 2014
Ward & Herzog, LLC May 2013 - August 2013
Circuit Court for Baltimore City May 2013 - August 2013
Circuit Court for Baltimore City May 2012 - July 2012
Morgan Stanley January 2010 - June 2011
Education
Tulane University Law School 2011 — 2014
Juris Doctor (J.D.)
Franklin & Marshall College 2005 — 2009
Bachelor’s Degree, History
Christina Fortin's Morgan Stanley Experience August 2011 - September 2012
Job Bid Analyst at Global Partners LP
Industry Oil & Energy
Experience
Global Partners LP September 2012 - Present
Morgan Stanley August 2011 - September 2012
Morgan Stanley September 2010 - August 2011
Morgan Stanley February 2010 - September 2010
Precision Orthodontics November 2009 - February 2010
Education
Franklin & Marshall College 2005 — 2009
Bachelor of Arts (B.A.), Business
University of Wollongong 2007 — 2007
Global Partners LP September 2012 - Present
Morgan Stanley August 2011 - September 2012
Morgan Stanley September 2010 - August 2011
Morgan Stanley February 2010 - September 2010
Precision Orthodontics November 2009 - February 2010
Education
Franklin & Marshall College 2005 — 2009
Bachelor of Arts (B.A.), Business
University of Wollongong 2007 — 2007
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS