Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Mathew Zimmer Mathew Zimmer's Morgan Stanley Experience January 2013 - June 2013
Job Energy Platform Associates Program at Noble Group
Industry Financial Services
Experience
Noble Group October 2014 - Present
Concierge Wealth Management May 2014 - December 2014
Morgan Stanley January 2013 - June 2013
John Hancock Life Insurance Company (U.S.A.) January 2012 - June 2012
Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Analysis
Education
Northeastern University 2010 — 2014
Bachelor's Degree, Business Administration: Finance
Fundação Getulio Vargas 2013 — 2013
Certificate Doing Business In Brazil, Emerging Markets, A
Noble Group October 2014 - Present
Concierge Wealth Management May 2014 - December 2014
Morgan Stanley January 2013 - June 2013
John Hancock Life Insurance Company (U.S.A.) January 2012 - June 2012
Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Financial Analysis, Teamwork, Analysis
Education
Northeastern University 2010 — 2014
Bachelor's Degree, Business Administration: Finance
Fundação Getulio Vargas 2013 — 2013
Certificate Doing Business In Brazil, Emerging Markets, A
Jenhau Chen, CFA's Morgan Stanley Experience July 2004 - June 2005
Job
Industry Internet
Experience
Amazon (Audible) April 2012 - Present
Societe Generale April 2011 - April 2012
Goldman Sachs June 2005 - April 2011
Morgan Stanley July 2004 - June 2005
Deutsche Bank April 2001 - July 2004
Comrise Technology February 1998 - April 2001
Skills
Agile Methodologies, SDLC, Sybase, Cloud Computing, Unix, SQL, E-commerce, Fixed Income, Investment Banking, Spring, Perl, Enterprise Architecture, Derivatives, Software Project..., Java, Distributed Systems, Business Analysis, Quantitative Finance, Scrum, Trading, Python, SOA, Arduino, Oracle, Credit Derivatives, Tomcat, XML, IT Strategy, Unix Shell Scripting, Data Warehousing, Data Warehouse..., Fixed Income Analysis, Basel II, Dodd-Frank, Machine Learning, R, Data Science
Education
New York University 1996 — 1998
Master
Fu Jen Catholic University 1990 — 1994
Bachelor of Science (B.S.)
Amazon (Audible) April 2012 - Present
Societe Generale April 2011 - April 2012
Goldman Sachs June 2005 - April 2011
Morgan Stanley July 2004 - June 2005
Deutsche Bank April 2001 - July 2004
Comrise Technology February 1998 - April 2001
Skills
Agile Methodologies, SDLC, Sybase, Cloud Computing, Unix, SQL, E-commerce, Fixed Income, Investment Banking, Spring, Perl, Enterprise Architecture, Derivatives, Software Project..., Java, Distributed Systems, Business Analysis, Quantitative Finance, Scrum, Trading, Python, SOA, Arduino, Oracle, Credit Derivatives, Tomcat, XML, IT Strategy, Unix Shell Scripting, Data Warehousing, Data Warehouse..., Fixed Income Analysis, Basel II, Dodd-Frank, Machine Learning, R, Data Science
Education
New York University 1996 — 1998
Master
Fu Jen Catholic University 1990 — 1994
Bachelor of Science (B.S.)
Keith Storms Keith Storms's Morgan Stanley Experience February 1986 - March 2007
Job Managing Partner & Financial Advisor
Industry Financial Services
Experience
Storms, Walker & Associates / Securities offered through Sterne Agee Financial - Member FINRA/SIPC October 2011 - Present
Storms, Walker & Associates, Securities offered through Wachovia Securities Financial Network March 2007 - October 2011
Morgan Stanley February 1986 - March 2007
Skills
Series 7, Wealth Management, Business Analysis, Mutual Funds, Alternative Investments, Retirement Planning, Insurance, Investment Strategies, Portfolio Management, Investments, Asset Allocation, Equities, Estate Planning, Series 63, Finance, Retirement, Fixed Annuities, Credit, Financial Services, Investment Advisory, Uniform Combined State..., Securities, IRAs, 401k, Life Insurance, Financial Advisory, Asset Management, 401k Rollovers, 529 Plans, Investment Management
Education
Furman University 1976 — 1980
Bachelor of Business Administration (BBA)
Storms, Walker & Associates / Securities offered through Sterne Agee Financial - Member FINRA/SIPC October 2011 - Present
Storms, Walker & Associates, Securities offered through Wachovia Securities Financial Network March 2007 - October 2011
Morgan Stanley February 1986 - March 2007
Skills
Series 7, Wealth Management, Business Analysis, Mutual Funds, Alternative Investments, Retirement Planning, Insurance, Investment Strategies, Portfolio Management, Investments, Asset Allocation, Equities, Estate Planning, Series 63, Finance, Retirement, Fixed Annuities, Credit, Financial Services, Investment Advisory, Uniform Combined State..., Securities, IRAs, 401k, Life Insurance, Financial Advisory, Asset Management, 401k Rollovers, 529 Plans, Investment Management
Education
Furman University 1976 — 1980
Bachelor of Business Administration (BBA)
Andre Negretti Soares Andre Negretti Soares's Morgan Stanley Experience June 2006 - May 2009
Job Global Markets Business Manager
Industry Banking
Experience
HSBC Global Banking and Markets July 2012 - Present
Standard Bank February 2010 - April 2012
Johnson & Johnson May 2009 - February 2010
Morgan Stanley June 2006 - May 2009
JP Morgan Chase September 2003 - May 2006
Bloomberg 2001 - 2003
JP Morgan January 1999 - February 2001
Skills
Hedging, Derivatives, Fixed Income, Accounting, Middle Office, Structured Products, Finance, Capital Markets, Financial Services, Financial Markets, Product Control, Banking, FX Options, Treasury, Interest Rate..., Options, Swaps, Bonds, Investment Banking
Education
New York University 2002 — 2002
Derivatives
Fundação Getúlio Vargas 1997 — 2000
Master of Business Administration (MBA)
Fundação Getulio Vargas
Bachelor of Business Administration (B.B.A.)
HSBC Global Banking and Markets July 2012 - Present
Standard Bank February 2010 - April 2012
Johnson & Johnson May 2009 - February 2010
Morgan Stanley June 2006 - May 2009
JP Morgan Chase September 2003 - May 2006
Bloomberg 2001 - 2003
JP Morgan January 1999 - February 2001
Skills
Hedging, Derivatives, Fixed Income, Accounting, Middle Office, Structured Products, Finance, Capital Markets, Financial Services, Financial Markets, Product Control, Banking, FX Options, Treasury, Interest Rate..., Options, Swaps, Bonds, Investment Banking
Education
New York University 2002 — 2002
Derivatives
Fundação Getúlio Vargas 1997 — 2000
Master of Business Administration (MBA)
Fundação Getulio Vargas
Bachelor of Business Administration (B.B.A.)
Ian Ritchey's Morgan Stanley Experience May 2012 - August 2013
Job Portfolio Management at Equity Office
Industry Real Estate
Experience
Kennedy Wilson June 2014 - August 2015
Flatirons Capital Advisors October 2013 - January 2014
The Social Fabric June 2013 - December 2013
Sares Regis June 2013 - August 2013
Morgan Stanley May 2012 - August 2013
Bay Area Adventure Camp May 2011 - August 2011
Skills
Investments, Real Estate, Entrepreneurship, Financial Analysis, Financial Modeling, Portfolio Management, Marketing, Analysis, Business Strategy, Finance, Valuation, Management, Mergers & Acquisitions, Real Estate Economics, Corporate Finance, Analytics, Argus Modeling
Education
University of Southern California - Marshall School of Business 2010 — 2014
BS, Business Administration
Franklin University Switzerland 2010 — 2011
Sacred Heart Preparatory 2006 — 2010
Kennedy Wilson June 2014 - August 2015
Flatirons Capital Advisors October 2013 - January 2014
The Social Fabric June 2013 - December 2013
Sares Regis June 2013 - August 2013
Morgan Stanley May 2012 - August 2013
Bay Area Adventure Camp May 2011 - August 2011
Skills
Investments, Real Estate, Entrepreneurship, Financial Analysis, Financial Modeling, Portfolio Management, Marketing, Analysis, Business Strategy, Finance, Valuation, Management, Mergers & Acquisitions, Real Estate Economics, Corporate Finance, Analytics, Argus Modeling
Education
University of Southern California - Marshall School of Business 2010 — 2014
BS, Business Administration
Franklin University Switzerland 2010 — 2011
Sacred Heart Preparatory 2006 — 2010
Mai Moua Vang Mai Moua Vang's Morgan Stanley Experience September 2014 - December 2014
Job Recent Graduate Seeking Employment
Industry Financial Services
Experience
Morgan Stanley September 2014 - December 2014
University of California Office of the President January 2014 - June 2014
Student Recruitment & Retention Center September 2013 - June 2014
Early Academic Outreach Program September 2011 - July 2013
Skills
Program Management, Public Speaking, Microsoft Office, Higher Education, Community Organizing, Administrative Work, Social Media Marketing, Customer Service, Event Planning
Education
University of California, Davis
Bachelor's Degree, Community and Regional Development
Fudan University
Study Abroad Program, China, Spring 2015
UCLA Anderson School of Management
UCLA Anderson School of Management
Morgan Stanley September 2014 - December 2014
University of California Office of the President January 2014 - June 2014
Student Recruitment & Retention Center September 2013 - June 2014
Early Academic Outreach Program September 2011 - July 2013
Skills
Program Management, Public Speaking, Microsoft Office, Higher Education, Community Organizing, Administrative Work, Social Media Marketing, Customer Service, Event Planning
Education
University of California, Davis
Bachelor's Degree, Community and Regional Development
Fudan University
Study Abroad Program, China, Spring 2015
UCLA Anderson School of Management
UCLA Anderson School of Management
Sugui Fung Sugui Fung's Morgan Stanley Experience October 2004 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2004 - Present
PricewaterhouseCoopers LLC September 1998 - October 2004
Skills
Hedge Funds, Legal entity reporting, Financial Statements..., Auditing, Process improvement, 12b-1 fees economics, Transfer pricing, Month-end close, Business disposal
Education
Franklin & Marshall College
Bachelor of Arts, Business Administration; Accounting
Morgan Stanley October 2004 - Present
PricewaterhouseCoopers LLC September 1998 - October 2004
Skills
Hedge Funds, Legal entity reporting, Financial Statements..., Auditing, Process improvement, 12b-1 fees economics, Transfer pricing, Month-end close, Business disposal
Education
Franklin & Marshall College
Bachelor of Arts, Business Administration; Accounting
Xiaoying Tian Xiaoying Tian's Morgan Stanley Experience 2014 - 2014
Job Student at Stanford University
Industry
Experience
Pinterest June 2015 - September 2015
Morgan Stanley 2014 - 2014
Skills
Matlab, R, LaTeX, Statistics, C++, Python, Research, Data Analysis, Machine Learning, C, Statistical Modeling, Microsoft Excel, Mathematical Modeling
Education
Stanford University 2012 — 2016
Doctor of Philosophy (PhD), Statistics
Fudan University 2008 — 2012
BS, Mathematics
Pinterest June 2015 - September 2015
Morgan Stanley 2014 - 2014
Skills
Matlab, R, LaTeX, Statistics, C++, Python, Research, Data Analysis, Machine Learning, C, Statistical Modeling, Microsoft Excel, Mathematical Modeling
Education
Stanford University 2012 — 2016
Doctor of Philosophy (PhD), Statistics
Fudan University 2008 — 2012
BS, Mathematics
Eugene Chang Eugene Chang's Morgan Stanley Experience June 2013 - July 2013
Job Investment Banking Analyst at Guggenheim Securities
Industry Investment Banking
Experience
Guggenheim Securities July 2014 - Present
Caisse de dépôt et placement du Québec July 2013 - August 2013
Morgan Stanley June 2013 - July 2013
Global Capital Markets -- Glory Fund Asia Subsidiary July 2012 - August 2012
Ernst & Young June 2011 - July 2011
Skills
Mandarin, Microsoft Excel, Financial Modeling, Finance, Microsoft Office, CSS, Investment Banking, Investments, Economics, Internal Controls
Education
University of Virginia 2010 — 2014
Bachelor of Science (B.S.)
Fudan University 2012 — 2012
International Summer Program
Shanghai American School 2006 — 2010
High School Diploma
Guggenheim Securities July 2014 - Present
Caisse de dépôt et placement du Québec July 2013 - August 2013
Morgan Stanley June 2013 - July 2013
Global Capital Markets -- Glory Fund Asia Subsidiary July 2012 - August 2012
Ernst & Young June 2011 - July 2011
Skills
Mandarin, Microsoft Excel, Financial Modeling, Finance, Microsoft Office, CSS, Investment Banking, Investments, Economics, Internal Controls
Education
University of Virginia 2010 — 2014
Bachelor of Science (B.S.)
Fudan University 2012 — 2012
International Summer Program
Shanghai American School 2006 — 2010
High School Diploma
Glenn Horning Glenn Horning's Morgan Stanley Experience March 2015 - Present
Job Hospital & Health Care Professional
Industry Hospital & Health Care
Experience
Morgan Stanley March 2015 - Present
North Harford High School JV Lacrosse February 2015 - Present
Greater Baltimore Medical Center August 2014 - December 2014
Susquehanna Youth Lacrosse Club May 2012 - November 2014
Skills
Healthcare, Hospitals, Healthcare Management, HIPAA, Marketing Communications, Sales, Coaching, Sports, Computer Proficiency, Problem Solving, Ethics, Business Strategy
Education
Towson University 2010 — 2014
Health Science, Health care management
Frostburg State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), 60 Credits Transfer
Morgan Stanley March 2015 - Present
North Harford High School JV Lacrosse February 2015 - Present
Greater Baltimore Medical Center August 2014 - December 2014
Susquehanna Youth Lacrosse Club May 2012 - November 2014
Skills
Healthcare, Hospitals, Healthcare Management, HIPAA, Marketing Communications, Sales, Coaching, Sports, Computer Proficiency, Problem Solving, Ethics, Business Strategy
Education
Towson University 2010 — 2014
Health Science, Health care management
Frostburg State University 2010 — 2012
Bachelor of Business Administration (B.B.A.), 60 Credits Transfer
Jennifer Gomez Jennifer Gomez's Morgan Stanley Experience 1997 - 2000
Job Senior Associate at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York January 2015 - Present
Federal Reserve Bank of New York 2010 - 2015
Federal Reserve Bank of New York 2005 - 2010
Federal Reserve Bank of New York 2002 - 2005
Morgan Stanley 1997 - 2000
Federal Reserve Bank of New York 1995 - 1997
Skills
Vendor Management, Vendor Risk Management, Client Relationship..., Operational Risk..., Risk Management, Business Process..., Customer Service, Sourcing, Business Analysis, Data Analysis, Payment Systems, Operations Management, Microsoft Office, Microsoft Excel, Visio, Microsoft Word, PowerPoint, Minitab, Outlook, Windows, Public Speaking
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
IESE Business School - University of Navarra 2001 — 2001
Master of Business Administration (M.B.A.)
Franklin & Marshall College 1991 — 1995
Bachelor of Arts (B.A.), Business Administration
Federal Reserve Bank of New York January 2015 - Present
Federal Reserve Bank of New York 2010 - 2015
Federal Reserve Bank of New York 2005 - 2010
Federal Reserve Bank of New York 2002 - 2005
Morgan Stanley 1997 - 2000
Federal Reserve Bank of New York 1995 - 1997
Skills
Vendor Management, Vendor Risk Management, Client Relationship..., Operational Risk..., Risk Management, Business Process..., Customer Service, Sourcing, Business Analysis, Data Analysis, Payment Systems, Operations Management, Microsoft Office, Microsoft Excel, Visio, Microsoft Word, PowerPoint, Minitab, Outlook, Windows, Public Speaking
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2000 — 2002
Master of Business Administration (M.B.A.), Business Administration and Management, General
IESE Business School - University of Navarra 2001 — 2001
Master of Business Administration (M.B.A.)
Franklin & Marshall College 1991 — 1995
Bachelor of Arts (B.A.), Business Administration
Joris Fletcher Joris Fletcher's Morgan Stanley Experience July 1999 - June 2001
Job Advisor
Industry Investment Management
Experience
BroadSpan Capital LLC May 2013 - Present
Neovara LLP May 2010 - December 2012
Lehman Brothers July 2002 - May 2010
ING October 2001 - June 2002
Morgan Stanley July 1999 - June 2001
Barclays Capital April 1997 - March 1999
Societe Generale June 1993 - July 1995
Skills
LBO, Private Equity, Leveraged Finance, High Yield, Capital Markets, Mezzanine, Distressed Debt, Hedge Funds, Valuation, Investment Banking, Alternative Investments, Debt Restructuring, Asset Management, Investment Management, Investments, Financial Structuring
Education
The University of Chicago - Booth School of Business 1995 — 1996
MBA
Fundação Getulio Vargas 1992 — 1992
Business Administration, Economics
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 1987 — 1992
Lic Oec (BA), Finance, Economics
BroadSpan Capital LLC May 2013 - Present
Neovara LLP May 2010 - December 2012
Lehman Brothers July 2002 - May 2010
ING October 2001 - June 2002
Morgan Stanley July 1999 - June 2001
Barclays Capital April 1997 - March 1999
Societe Generale June 1993 - July 1995
Skills
LBO, Private Equity, Leveraged Finance, High Yield, Capital Markets, Mezzanine, Distressed Debt, Hedge Funds, Valuation, Investment Banking, Alternative Investments, Debt Restructuring, Asset Management, Investment Management, Investments, Financial Structuring
Education
The University of Chicago - Booth School of Business 1995 — 1996
MBA
Fundação Getulio Vargas 1992 — 1992
Business Administration, Economics
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 1987 — 1992
Lic Oec (BA), Finance, Economics
Obed Molina's Morgan Stanley Experience June 2014 - August 2014
Job University of Maryland, College Park
Industry
Experience
Morgan Stanley June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Outlook, English, Research, Budgets, Strategic Planning, Windows, Public Speaking, Negotiation, Photoshop, Teaching, HTML, Team Building, Teamwork, Project Management, Accounting, Sales
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2015
Bachelor of Science (B.S.), Operations Management and Supervision
Frederick Community College 2010 — 2013
Associates of Arts, Business Administration
University of Maryland College Park
University of Maryland College Park
Morgan Stanley June 2014 - August 2014
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, PowerPoint, Customer Service, Outlook, English, Research, Budgets, Strategic Planning, Windows, Public Speaking, Negotiation, Photoshop, Teaching, HTML, Team Building, Teamwork, Project Management, Accounting, Sales
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2015
Bachelor of Science (B.S.), Operations Management and Supervision
Frederick Community College 2010 — 2013
Associates of Arts, Business Administration
University of Maryland College Park
University of Maryland College Park
Jeffrey Zhou Jeffrey Zhou's Morgan Stanley Experience May 2014 - Present
Job Investment Banking Associate, Media and Communications at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley June 2013 - August 2013
Pasadera Capital, LLC August 2011 - July 2012
Clear Channel Communications March 2008 - August 2011
RG Niederhoffer Capital Management May 2006 - August 2006
Skills
Corporate Development, Mergers, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Forecasting, Financial Reporting, Mergers & Acquisitions, Strategy, Investments, Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA), General Management
Texas A&M University 2005 — 2007
M.S., Finance
Fudan University 2000 — 2004
B.S., Computer Science
Morgan Stanley May 2014 - Present
Morgan Stanley June 2013 - August 2013
Pasadera Capital, LLC August 2011 - July 2012
Clear Channel Communications March 2008 - August 2011
RG Niederhoffer Capital Management May 2006 - August 2006
Skills
Corporate Development, Mergers, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Forecasting, Financial Reporting, Mergers & Acquisitions, Strategy, Investments, Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA), General Management
Texas A&M University 2005 — 2007
M.S., Finance
Fudan University 2000 — 2004
B.S., Computer Science
Yuanxuan Wang Yuanxuan Wang's Morgan Stanley Experience July 2012 - August 2012
Job Software Engineer at Uber
Industry Computer Software
Experience
Uber June 2015 - Present
Facebook October 2013 - June 2015
Tangcha Project 唐茶計畫 March 2011 - September 2013
Morgan Stanley July 2012 - August 2012
EMC July 2011 - August 2011
Skills
Ruby on Rails, Python, Ruby, Java, Linux Kernel, C, Emacs, iOS development, Git, Scala, iOS, Android, JavaScript, Hadoop, Starcraft, Xen, CSS, CoffeeScript, Ranking
Education
Fudan University 2010 — 2013
Master's degree, Computer Software and Theory
Fudan University 2006 — 2010
Bachelor's degree, Computer Software Engineering
Uber June 2015 - Present
Facebook October 2013 - June 2015
Tangcha Project 唐茶計畫 March 2011 - September 2013
Morgan Stanley July 2012 - August 2012
EMC July 2011 - August 2011
Skills
Ruby on Rails, Python, Ruby, Java, Linux Kernel, C, Emacs, iOS development, Git, Scala, iOS, Android, JavaScript, Hadoop, Starcraft, Xen, CSS, CoffeeScript, Ranking
Education
Fudan University 2010 — 2013
Master's degree, Computer Software and Theory
Fudan University 2006 — 2010
Bachelor's degree, Computer Software Engineering
Courtney Quan's Morgan Stanley Experience July 2012 - September 2012
Job Marketing Intern at WORDOOR Technology Co.,LTD
Industry Higher Education
Experience
WORDOOR Technology Co.,LTD March 2013 - June 2013
Stepping Stones China February 2013 - June 2013
foursquare October 2012 - February 2013
Alpha Kappa Psi - Upsilon Psi Chapter June 2012 - December 2012
Morgan Stanley July 2012 - September 2012
Davis Racing Dragons May 2011 - May 2012
ASUCD Unitrans July 2011 - October 2011
Chinese Historical Society of America June 2010 - August 2010
California Public Utilities Commission June 2007 - August 2008
Education
Fudan University 2013 — 2013
UCEAP Foreign Exchange Program
University of California, Davis 2009 — 2013
Bachelor of Science (BS), Managerial Economics
Lowell High School 2005 — 2009
WORDOOR Technology Co.,LTD March 2013 - June 2013
Stepping Stones China February 2013 - June 2013
foursquare October 2012 - February 2013
Alpha Kappa Psi - Upsilon Psi Chapter June 2012 - December 2012
Morgan Stanley July 2012 - September 2012
Davis Racing Dragons May 2011 - May 2012
ASUCD Unitrans July 2011 - October 2011
Chinese Historical Society of America June 2010 - August 2010
California Public Utilities Commission June 2007 - August 2008
Education
Fudan University 2013 — 2013
UCEAP Foreign Exchange Program
University of California, Davis 2009 — 2013
Bachelor of Science (BS), Managerial Economics
Lowell High School 2005 — 2009
Logan Dougherty Logan Dougherty's Morgan Stanley Experience September 2012 - Present
Job Internal Trades Investigator at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley September 2012 - Present
Automatic Finance January 2012 - April 2012
JPMorgan Chase & Co June 2009 - August 2010
Circuit City November 2008 - January 2009
Circuit City August 2007 - November 2008
Skills
Excel, Word, Financial Analysis, Project Finance, Fair Lending, Public Speaking, Financial Modeling, Stand-up Comedy, PowerPoint, Skip Tracing, LexisNexis, Google Docs, Google Adwords, Customer Service, Premiere, Video Editing, Adobe Creative Suite, Acting, After Effects, Business Analysis, Budgeting, Business Ethics, Graphic Design, HTML, Social Media, Negotiation, Online Sales, Qualitative Research, Market Research, Risk Management, Team Leadership, Troubleshooting, Strategic Thinking, Microsoft Excel, Microsoft Word
Education
Towson University 2010 — 2012
Bachelor of Science (BS), Finance, Senior
Frederick Community College 2007 — 2010
Associate of Arts (AA), General Studies
Morgan Stanley September 2012 - Present
Automatic Finance January 2012 - April 2012
JPMorgan Chase & Co June 2009 - August 2010
Circuit City November 2008 - January 2009
Circuit City August 2007 - November 2008
Skills
Excel, Word, Financial Analysis, Project Finance, Fair Lending, Public Speaking, Financial Modeling, Stand-up Comedy, PowerPoint, Skip Tracing, LexisNexis, Google Docs, Google Adwords, Customer Service, Premiere, Video Editing, Adobe Creative Suite, Acting, After Effects, Business Analysis, Budgeting, Business Ethics, Graphic Design, HTML, Social Media, Negotiation, Online Sales, Qualitative Research, Market Research, Risk Management, Team Leadership, Troubleshooting, Strategic Thinking, Microsoft Excel, Microsoft Word
Education
Towson University 2010 — 2012
Bachelor of Science (BS), Finance, Senior
Frederick Community College 2007 — 2010
Associate of Arts (AA), General Studies
Paul J. Ferraro, CAIA Paul J. Ferraro, CAIA's Morgan Stanley Experience 2007 - 2009
Job The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group May 2011 - Present
Morgan Stanley Investment Management December 2009 - July 2011
Morgan Stanley 2007 - 2009
Torrey Associates 2003 - 2006
Wachovia National Bank 2001 - 2004
First Union National Bank 1997 - 2000
Skills
Alternative Investments, Hedge Funds, Investment Strategies, Asset Allocation, Investments, Private Equity, Capital Markets, Asset Management, Wealth Management, Equities, Securities, Real Estate Private..., Investment Banking, Fixed Income, Mutual Funds, Investment Management, Fund Of Funds, Series 7, Portfolio Management, Derivatives, Bonds
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2000
MBA
Gannon University 1990 — 1994
Bachelor of Science
The Carlyle Group May 2011 - Present
Morgan Stanley Investment Management December 2009 - July 2011
Morgan Stanley 2007 - 2009
Torrey Associates 2003 - 2006
Wachovia National Bank 2001 - 2004
First Union National Bank 1997 - 2000
Skills
Alternative Investments, Hedge Funds, Investment Strategies, Asset Allocation, Investments, Private Equity, Capital Markets, Asset Management, Wealth Management, Equities, Securities, Real Estate Private..., Investment Banking, Fixed Income, Mutual Funds, Investment Management, Fund Of Funds, Series 7, Portfolio Management, Derivatives, Bonds
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2000
MBA
Gannon University 1990 — 1994
Bachelor of Science
Nakita Addington Nakita Addington's Morgan Stanley Experience November 2012 - November 2014
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley November 2012 - November 2014
Customer Value Partners May 2011 - November 2012
Skills
Equities, Investments, Mutual Funds, Retirement Planning, Financial Analysis, Portfolio Management, Banking, Strategic Financial..., Business Analysis, Customer Service, Microsoft Office, Analysis, Data Analysis, Business Process..., Leadership, Event Planning, Microsoft Excel, Management, Public Speaking, Process Improvement
Education
Towson University 2005 — 2007
Frostburg State University 2003 — 2005
Morgan Stanley November 2012 - November 2014
Customer Value Partners May 2011 - November 2012
Skills
Equities, Investments, Mutual Funds, Retirement Planning, Financial Analysis, Portfolio Management, Banking, Strategic Financial..., Business Analysis, Customer Service, Microsoft Office, Analysis, Data Analysis, Business Process..., Leadership, Event Planning, Microsoft Excel, Management, Public Speaking, Process Improvement
Education
Towson University 2005 — 2007
Frostburg State University 2003 — 2005
Stephanie (Spurlock) Thimons Stephanie (Spurlock) Thimons's Morgan Stanley Experience April 2007 - August 2012
Job Vice President at Capital One
Industry Financial Services
Experience
Capital One March 2014 - Present
Capital One July 2012 - March 2014
Morgan Stanley April 2007 - August 2012
Sullivan & Cromwell LLP June 2006 - April 2007
Education
Franklin & Marshall College 2002 — 2006
Bachelor of Arts, Business Finance
Capital One March 2014 - Present
Capital One July 2012 - March 2014
Morgan Stanley April 2007 - August 2012
Sullivan & Cromwell LLP June 2006 - April 2007
Education
Franklin & Marshall College 2002 — 2006
Bachelor of Arts, Business Finance
Andrew Grossbart's Morgan Stanley Experience September 2013 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
2U September 2012 - May 2013
The Cordish Company July 2012 - August 2012
State's Attorney's Office of Baltimore City May 2011 - August 2011
Skills
Microsoft Office, Financial Modeling, Microsoft Excel, Commercial Real Estate, Public Speaking
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science, Economics
Fudan University 2012 — 2012
Study Abroad, School of Management and Economics
McDonogh School 2005 — 2009
Morgan Stanley September 2013 - Present
2U September 2012 - May 2013
The Cordish Company July 2012 - August 2012
State's Attorney's Office of Baltimore City May 2011 - August 2011
Skills
Microsoft Office, Financial Modeling, Microsoft Excel, Commercial Real Estate, Public Speaking
Education
University of Maryland College Park 2009 — 2013
Bachelor of Science, Economics
Fudan University 2012 — 2012
Study Abroad, School of Management and Economics
McDonogh School 2005 — 2009
Itche Vasserman Itche Vasserman's Morgan Stanley Experience March 1999 - August 2014
Job excecutive director at morgan stanley
Industry Financial Services
Experience
morgan stanley March 1999 - August 2014
Skills
Investment Banking, Capital Markets, Hedge Funds, Equities, Fixed Income, Alternative Investments, Corporate Finance, Derivatives, Portfolio Management, Emerging Markets, Private Banking, Private Equity, Structured Finance, Structured Products, Valuation, Asset Management, Financial Markets, Investments, FX Options, Financial Modeling, Options, Financial Structuring, Securities, Equity Derivatives, Wealth Management, Bonds, Trading, Series 7, Investment Strategies, Equity Research, Asset Allocation, Investment Advisory
Education
Fundação Getulio Vargas
morgan stanley March 1999 - August 2014
Skills
Investment Banking, Capital Markets, Hedge Funds, Equities, Fixed Income, Alternative Investments, Corporate Finance, Derivatives, Portfolio Management, Emerging Markets, Private Banking, Private Equity, Structured Finance, Structured Products, Valuation, Asset Management, Financial Markets, Investments, FX Options, Financial Modeling, Options, Financial Structuring, Securities, Equity Derivatives, Wealth Management, Bonds, Trading, Series 7, Investment Strategies, Equity Research, Asset Allocation, Investment Advisory
Education
Fundação Getulio Vargas
Amy Bullinger MacFarlane's Morgan Stanley Experience October 2010 - November 2013
Job Institutional, individual, and group investments
Industry Investment Management
Experience
Stay at home mom October 2014 - Present
WPG Financial Group November 2013 - October 2014
Morgan Stanley October 2010 - November 2013
T. Rowe Price June 2004 - October 2010
Education
University of Baltimore 2007 — 2009
MBA
Frostburg State University 2000 — 2004
Bachelors, Finance/Economics
Stay at home mom October 2014 - Present
WPG Financial Group November 2013 - October 2014
Morgan Stanley October 2010 - November 2013
T. Rowe Price June 2004 - October 2010
Education
University of Baltimore 2007 — 2009
MBA
Frostburg State University 2000 — 2004
Bachelors, Finance/Economics
Raj Boopathy Raj Boopathy's Morgan Stanley Experience April 2007 - June 2008
Job Senior Associate at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton June 2010 - Present
UBS Wealth Management July 2008 - July 2010
Morgan Stanley April 2007 - June 2008
JP Morgan Chase 2004 - 2007
Nationwide Financial 1999 - 2004
Honda of America Mfg., Inc. 1998 - 1999
Skills
IT Strategy, Enterprise Architecture, Solution Architecture, Software Design, IT Portfolio Management, Cloud Computing, SOA, Mobile Strategy, Finance Market, Project Management, Process Improvement, Agile Methodologies, Strategic Planning, Management Consulting, Business Process..., IT Portfolio, Leadership, Vendor Management, Business Transformation, Program Management, Project Portfolio..., Business Process..., Software Development
Education
Franklin University 2000 — 2002
M.S, Computer Science
Booz Allen Hamilton June 2010 - Present
UBS Wealth Management July 2008 - July 2010
Morgan Stanley April 2007 - June 2008
JP Morgan Chase 2004 - 2007
Nationwide Financial 1999 - 2004
Honda of America Mfg., Inc. 1998 - 1999
Skills
IT Strategy, Enterprise Architecture, Solution Architecture, Software Design, IT Portfolio Management, Cloud Computing, SOA, Mobile Strategy, Finance Market, Project Management, Process Improvement, Agile Methodologies, Strategic Planning, Management Consulting, Business Process..., IT Portfolio, Leadership, Vendor Management, Business Transformation, Program Management, Project Portfolio..., Business Process..., Software Development
Education
Franklin University 2000 — 2002
M.S, Computer Science
Ms. Sebastian Olukun Ms. Sebastian Olukun's Morgan Stanley Experience December 1993 - September 2005
Job Entertainment & Fashion Industry Professional
Industry Entertainment
Experience
Regenertainment, LLC October 2007 - Present
Mustard Seed School September 2005 - Present
Morgan Stanley December 1993 - September 2005
Skills
Entertainment, Nonprofits, Music, Public Speaking, Record Labels, Talent Management, A, Public Relations, Social Media, Social Media Marketing
Education
Full Sail University 2011 — 2012
MS, Entertainment Business
Rutgers, The State University of New Jersey-Newark
BA, Radio, Television & Film; Audio Arts
Regenertainment, LLC October 2007 - Present
Mustard Seed School September 2005 - Present
Morgan Stanley December 1993 - September 2005
Skills
Entertainment, Nonprofits, Music, Public Speaking, Record Labels, Talent Management, A, Public Relations, Social Media, Social Media Marketing
Education
Full Sail University 2011 — 2012
MS, Entertainment Business
Rutgers, The State University of New Jersey-Newark
BA, Radio, Television & Film; Audio Arts
Daniel Keating Daniel Keating's Morgan Stanley Experience November 2007 - February 2009
Job Manager at NextEra Energy
Industry Utilities
Experience
NextEra Energy Power Marketing September 2012 - Present
DJK Consulting June 2011 - June 2011
Tradax Green Energy April 2009 - June 2011
Morgan Stanley November 2007 - February 2009
American Electric Power July 2000 - November 2007
American Electric Power November 2005 - November 2006
American Electric Power August 2002 - November 2005
American Electric Power September 2001 - August 2002
American Electric Power July 2000 - September 2001
Enron Energy Services 1996 - 1999
Skills
Commodity Markets, Energy, Commodity, Natural Gas, Hedging, Risk Management, Trading, Energy Markets, Project Finance, Renewable Energy, Financial Analysis, Financial Modeling, Credit Risk, Portfolio Management, Strategy, Valuation
Education
Franklin University 1998 — 2000
MBA, Finance
Southern Connecticut State University 1991 — 1995
BS, Economics
NextEra Energy Power Marketing September 2012 - Present
DJK Consulting June 2011 - June 2011
Tradax Green Energy April 2009 - June 2011
Morgan Stanley November 2007 - February 2009
American Electric Power July 2000 - November 2007
American Electric Power November 2005 - November 2006
American Electric Power August 2002 - November 2005
American Electric Power September 2001 - August 2002
American Electric Power July 2000 - September 2001
Enron Energy Services 1996 - 1999
Skills
Commodity Markets, Energy, Commodity, Natural Gas, Hedging, Risk Management, Trading, Energy Markets, Project Finance, Renewable Energy, Financial Analysis, Financial Modeling, Credit Risk, Portfolio Management, Strategy, Valuation
Education
Franklin University 1998 — 2000
MBA, Finance
Southern Connecticut State University 1991 — 1995
BS, Economics
James Hambrick James Hambrick's Morgan Stanley Experience June 2011 - August 2011
Job Student at Furman University
Industry
Experience
The Riverside Company May 2015 - August 2015
Zion, Synek & Associates May 2013 - August 2013
Morgan Stanley June 2011 - August 2011
Skills
Economics, Microsoft Excel, Finance, Microsoft Office, Leadership, Thomson One, Corporate Finance, Bloomberg Terminal, Private Equity, Wealth Management, Financial Modeling, Financial Analysis, Due Diligence, PowerPoint, Microsoft Word, Capital IQ
Education
Furman University 2012 — 2016
Bachelor’s Degree, Business Administration
University School 2008 — 2012
High School
The Riverside Company May 2015 - August 2015
Zion, Synek & Associates May 2013 - August 2013
Morgan Stanley June 2011 - August 2011
Skills
Economics, Microsoft Excel, Finance, Microsoft Office, Leadership, Thomson One, Corporate Finance, Bloomberg Terminal, Private Equity, Wealth Management, Financial Modeling, Financial Analysis, Due Diligence, PowerPoint, Microsoft Word, Capital IQ
Education
Furman University 2012 — 2016
Bachelor’s Degree, Business Administration
University School 2008 — 2012
High School
Shari Bolding Shari Bolding's Morgan Stanley Experience June 2012 - January 2013
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2015 - Present
Citi April 2013 - March 2015
Liberty Tax Service January 2013 - May 2013
Morgan Stanley June 2012 - January 2013
Medco November 2007 - December 2011
Skills
Home Care, Project Management, Process Improvement, Cross-functional Team..., Strategic Planning, Budgets, Business Development, Team Building, Leadership, Customer Service, Healthcare, Sales, Analysis, Call Centers, Customer Satisfaction, Employee Benefits, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Team Leadership, Training
Education
Franklin University 2009 — 2013
Bachelor of Applied Science (BASc), Business Administration and Management, General, Magna Cum Laude 3.7gpa
Edward Jones March 2015 - Present
Citi April 2013 - March 2015
Liberty Tax Service January 2013 - May 2013
Morgan Stanley June 2012 - January 2013
Medco November 2007 - December 2011
Skills
Home Care, Project Management, Process Improvement, Cross-functional Team..., Strategic Planning, Budgets, Business Development, Team Building, Leadership, Customer Service, Healthcare, Sales, Analysis, Call Centers, Customer Satisfaction, Employee Benefits, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Team Leadership, Training
Education
Franklin University 2009 — 2013
Bachelor of Applied Science (BASc), Business Administration and Management, General, Magna Cum Laude 3.7gpa
Yifan Zhang Yifan Zhang's Morgan Stanley Experience August 2014 - Present
Job Rel Lending JV Controller at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2014 - Present
Jefferies LLC September 2013 - December 2013
Wall Street Trading, LLC. March 2013 - September 2013
Standard Chartered Bank June 2011 - September 2011
Education
Stevens Institute of Technology 2012 — 2014
Master of Science (M.S.), Financial Engineering, A
Shanghai International Studies University 2009 — 2012
Bachelor of Arts (BA), English Language and Literature, General, 3.2/4
Shanghai International Studies University 2008 — 2012
Bachelor of Science (BSc), Management Information Systems, General, 3.35/4.0
Fudan University 2009 — 2011
Minor, Finance
Morgan Stanley August 2014 - Present
Jefferies LLC September 2013 - December 2013
Wall Street Trading, LLC. March 2013 - September 2013
Standard Chartered Bank June 2011 - September 2011
Education
Stevens Institute of Technology 2012 — 2014
Master of Science (M.S.), Financial Engineering, A
Shanghai International Studies University 2009 — 2012
Bachelor of Arts (BA), English Language and Literature, General, 3.2/4
Shanghai International Studies University 2008 — 2012
Bachelor of Science (BSc), Management Information Systems, General, 3.35/4.0
Fudan University 2009 — 2011
Minor, Finance
Neal Siegrist Neal Siegrist's Morgan Stanley Experience March 2013 - Present
Job Capital Markets Fixed Income, Municipal Trading Assistant (Associate) at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2013 - Present
Morgan Stanley March 2012 - Present
Sherwin Williams May 2011 - July 2012
Tulpehocken High School August 2010 - October 2010
Lancaster Emergency Medical Service Association January 2010 - August 2010
Chicago Eagles Summer Academy May 2008 - August 2008
Angelo's Soccer Corner August 2007 - January 2008
Franklin & Marshall College October 2006 - February 2007
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Financial Analysis, Public Speaking
Education
Franklin & Marshall College 2006 — 2010
BA, Business, Organizations, and Societ
Millersville University of Pennsylvania 2009 — 2009
n/a, Chemistry, Biology, Psychology
Morgan Stanley March 2013 - Present
Morgan Stanley March 2012 - Present
Sherwin Williams May 2011 - July 2012
Tulpehocken High School August 2010 - October 2010
Lancaster Emergency Medical Service Association January 2010 - August 2010
Chicago Eagles Summer Academy May 2008 - August 2008
Angelo's Soccer Corner August 2007 - January 2008
Franklin & Marshall College October 2006 - February 2007
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Financial Analysis, Public Speaking
Education
Franklin & Marshall College 2006 — 2010
BA, Business, Organizations, and Societ
Millersville University of Pennsylvania 2009 — 2009
n/a, Chemistry, Biology, Psychology
Victor Barajas Victor Barajas's Morgan Stanley Experience January 2000 - January 2001
Job Paralegal
Industry Law Practice
Experience
James Hawkins APLC September 2010 - Present
First Real Estate Group Inc January 2003 - August 2012
First Real Estate Group January 2003 - September 2011
Interfirst Capital January 2001 - January 2003
Morgan Stanley January 2000 - January 2001
USMC 1991 - 1996
Skills
Real Estate, Litigation Support, Arbitration, Torts, Negotiation, Litigation, Trials, Corporate Law, Legal Writing, Courts, Immigration Law, Legal Assistance, Family Law, Legal Research, Notary Public, Westlaw, Paralegals, Loans, Class Actions, Foreclosures, Customer Service, Mediation, Microsoft Office, Civil Litigation
Education
Fremont College 2013 — 2015
Bachelor's Degree, Business Leadership, 3.85
Fremont College 2010 — 2012
Associates Degree, Paralegal Studies, 3.9
santa fe high 1990 — 1991
diploma, basics
James Hawkins APLC September 2010 - Present
First Real Estate Group Inc January 2003 - August 2012
First Real Estate Group January 2003 - September 2011
Interfirst Capital January 2001 - January 2003
Morgan Stanley January 2000 - January 2001
USMC 1991 - 1996
Skills
Real Estate, Litigation Support, Arbitration, Torts, Negotiation, Litigation, Trials, Corporate Law, Legal Writing, Courts, Immigration Law, Legal Assistance, Family Law, Legal Research, Notary Public, Westlaw, Paralegals, Loans, Class Actions, Foreclosures, Customer Service, Mediation, Microsoft Office, Civil Litigation
Education
Fremont College 2013 — 2015
Bachelor's Degree, Business Leadership, 3.85
Fremont College 2010 — 2012
Associates Degree, Paralegal Studies, 3.9
santa fe high 1990 — 1991
diploma, basics
Steve DeGrazia Steve DeGrazia's Morgan Stanley Experience June 2006 - September 2013
Job Music Business. Entreprenuer. Wealth Manager.
Industry Entertainment
Experience
Vanguard June 2014 - July 2015
Merrill Lynch October 2013 - May 2014
Morgan Stanley June 2006 - September 2013
Skills
Series 7, Bloomberg, Wealth Management, Uniform Combined State..., Personal Financial..., Music Business, Excel Models, Business Development
Education
Franklin & Marshall College 2002 — 2006
B.A., Business Management
Vanguard June 2014 - July 2015
Merrill Lynch October 2013 - May 2014
Morgan Stanley June 2006 - September 2013
Skills
Series 7, Bloomberg, Wealth Management, Uniform Combined State..., Personal Financial..., Music Business, Excel Models, Business Development
Education
Franklin & Marshall College 2002 — 2006
B.A., Business Management
Daniel Reitz's Morgan Stanley Experience June 2009 - January 2014
Job Managing Director at Beirne Wealth Consulting (BWC)
Industry Financial Services
Experience
Beirne Wealth Consulting (BWC) January 2014 - Present
Morgan Stanley June 2009 - January 2014
Citigroup Global Markets July 1993 - May 2009
Education
Furman University 1982 — 1985
Bachelor of Arts (B.A.), Economics and Business Administration
Beirne Wealth Consulting (BWC) January 2014 - Present
Morgan Stanley June 2009 - January 2014
Citigroup Global Markets July 1993 - May 2009
Education
Furman University 1982 — 1985
Bachelor of Arts (B.A.), Economics and Business Administration
Margaret Barnes Margaret Barnes's Morgan Stanley Experience March 2015 - Present
Job Talent and Recruiting Operations Coordinator at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley March 2015 - Present
New Jersey Conservation Foundation September 2014 - March 2015
U.S. House of Representatives May 2013 - August 2013
J.Crew April 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Writing, Proofreading, Editing, Grammar, Press Releases, Environmental Issues, Event Planning, Fundraising, PowerPoint, Microsoft Word, Social Media, Public Speaking, Research
Education
Franklin & Marshall College 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Morgan Stanley March 2015 - Present
New Jersey Conservation Foundation September 2014 - March 2015
U.S. House of Representatives May 2013 - August 2013
J.Crew April 2011 - September 2011
Skills
Microsoft Office, Microsoft Excel, Writing, Proofreading, Editing, Grammar, Press Releases, Environmental Issues, Event Planning, Fundraising, PowerPoint, Microsoft Word, Social Media, Public Speaking, Research
Education
Franklin & Marshall College 2010 — 2014
Bachelor of Arts (B.A.), Political Science and Government
Denny Vorhees Denny Vorhees's Morgan Stanley Experience 2014 - 2015
Job Enterpise Fraud Specialist with Huntington Bank
Industry Banking
Experience
Huntington National Bank 2015 - Present
Morgan Stanley 2014 - 2015
Chase 2014 - 2014
Alliance Data 2013 - 2014
Alliance Data 2012 - 2013
KeHE Distributors Inc 1993 - 2011
Skills
Microsoft Office 2010, SPSS, Analysis, Self Starter, Merchandising, Undergraduate Coaching, Sales Training, White Belt Lean Six..., Call Center, B2B Sales / Marketing, Cold Calling, Customer Service, Credit Cards, Selling Skills, Lean Manufacturing, Marketing, Sales Operations, B2B, Coaching, Strategic Planning, Product Development, Account Management, P&L Management, Sales Management, Key Account Development, Forecasting, Management, Office 2010, Retail, Pricing, Leadership, Inventory Management, Cross-functional Team..., Sales Process, Call Centers
Education
Franklin University 1986 — 2011
Bachelor, Marketing
Stark State College of Technology 1977 — 1981
Associate, Business Management
Huntington National Bank 2015 - Present
Morgan Stanley 2014 - 2015
Chase 2014 - 2014
Alliance Data 2013 - 2014
Alliance Data 2012 - 2013
KeHE Distributors Inc 1993 - 2011
Skills
Microsoft Office 2010, SPSS, Analysis, Self Starter, Merchandising, Undergraduate Coaching, Sales Training, White Belt Lean Six..., Call Center, B2B Sales / Marketing, Cold Calling, Customer Service, Credit Cards, Selling Skills, Lean Manufacturing, Marketing, Sales Operations, B2B, Coaching, Strategic Planning, Product Development, Account Management, P&L Management, Sales Management, Key Account Development, Forecasting, Management, Office 2010, Retail, Pricing, Leadership, Inventory Management, Cross-functional Team..., Sales Process, Call Centers
Education
Franklin University 1986 — 2011
Bachelor, Marketing
Stark State College of Technology 1977 — 1981
Associate, Business Management
Timothy Fast Timothy Fast's Morgan Stanley Experience November 2013 - Present
Job Finance Professional
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
JPMorgan Chase June 2007 - June 2013
JPMorgan Chase November 1999 - June 2007
JP Morgan Chase September 1997 - November 1999
AmerisourceBergen (Amerisource Corporation) January 1996 - August 1997
Skills
Client Engagement, Financial Reporting, Credit Cards, Financial Risk, Fraud, Relationship Management, Banking, Risk Management, Corporate Finance, Budgets, Financial Services, Financial Analysis, Finance, Strategic Financial..., Asset Managment, Equities, Securities, Credit Analysis, CRM, Portfolio Management
Education
Franklin University 2007 — 2010
Bachelor of Science, Financial Management
Morgan Stanley November 2013 - Present
JPMorgan Chase June 2007 - June 2013
JPMorgan Chase November 1999 - June 2007
JP Morgan Chase September 1997 - November 1999
AmerisourceBergen (Amerisource Corporation) January 1996 - August 1997
Skills
Client Engagement, Financial Reporting, Credit Cards, Financial Risk, Fraud, Relationship Management, Banking, Risk Management, Corporate Finance, Budgets, Financial Services, Financial Analysis, Finance, Strategic Financial..., Asset Managment, Equities, Securities, Credit Analysis, CRM, Portfolio Management
Education
Franklin University 2007 — 2010
Bachelor of Science, Financial Management
Angela Rongshan Shen Angela Rongshan Shen's Morgan Stanley Experience October 2013 - Present
Job Manager, Corporate Treasury at Morgan Stanley
Industry Automotive
Experience
Morgan Stanley October 2013 - Present
General Motors June 2013 - October 2013
General Motors August 2012 - May 2013
MEET - Middle East Education through Technology June 2012 - August 2012
General Motors May 2011 - August 2011
General Motors International Operations July 2007 - July 2010
The Boston Consulting Group July 2006 - August 2006
General Electric Energy July 2004 - August 2004
Skills
Financial Modeling, Cross-functional Team..., Business Strategy, Automotive, Competitive Analysis, Financial Analysis, Product Development, Management Consulting, Market Research, Strategy, Business Development, Strategic Planning, Product Management, Entrepreneurship
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
Master of Business Administration (MBA)
Shanghai Jiao Tong University 2004 — 2007
Master, Economics
Fudan University 2000 — 2004
Bachelor, Environmental Science
Morgan Stanley October 2013 - Present
General Motors June 2013 - October 2013
General Motors August 2012 - May 2013
MEET - Middle East Education through Technology June 2012 - August 2012
General Motors May 2011 - August 2011
General Motors International Operations July 2007 - July 2010
The Boston Consulting Group July 2006 - August 2006
General Electric Energy July 2004 - August 2004
Skills
Financial Modeling, Cross-functional Team..., Business Strategy, Automotive, Competitive Analysis, Financial Analysis, Product Development, Management Consulting, Market Research, Strategy, Business Development, Strategic Planning, Product Management, Entrepreneurship
Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2012
Master of Business Administration (MBA)
Shanghai Jiao Tong University 2004 — 2007
Master, Economics
Fudan University 2000 — 2004
Bachelor, Environmental Science
Andrew Hung Andrew Hung's Morgan Stanley Experience January 2008 - March 2008
Job Associate Director at Capital Asset Exchange and Trading
Industry Semiconductors
Experience
Capital Asset Exchange and Trading, LLC March 2010 - Present
US Department of Treasury March 2009 - June 2009
Americas Growth Capital December 2008 - March 2009
Finance Investment Club at UC Davis January 2007 - December 2008
Morgan Stanley January 2008 - March 2008
Mc Wong International June 2007 - September 2007
Santa Clara Hall of Justice July 2006 - September 2006
College Works Painting March 2006 - September 2006
Skills
Business Strategy, Portfolio Management, Forecasting, Financial Modeling, Microsoft Excel, Finance, Sales, PowerPoint, Equity Research, Investments, Equities, Mandarin, Fixed Income, Bloomberg, Mergers & Acquisitions, Market Research, International Sales, Economics, Marketing, Investment Banking, Financial Analysis
Education
University of California, Davis 2005 — 2009
Managerial Economics
Fudan University 2008 — 2008
Business Economics
University of California Los Angeles Extension 2010 2008 — 2008
Award
Capital Asset Exchange and Trading, LLC March 2010 - Present
US Department of Treasury March 2009 - June 2009
Americas Growth Capital December 2008 - March 2009
Finance Investment Club at UC Davis January 2007 - December 2008
Morgan Stanley January 2008 - March 2008
Mc Wong International June 2007 - September 2007
Santa Clara Hall of Justice July 2006 - September 2006
College Works Painting March 2006 - September 2006
Skills
Business Strategy, Portfolio Management, Forecasting, Financial Modeling, Microsoft Excel, Finance, Sales, PowerPoint, Equity Research, Investments, Equities, Mandarin, Fixed Income, Bloomberg, Mergers & Acquisitions, Market Research, International Sales, Economics, Marketing, Investment Banking, Financial Analysis
Education
University of California, Davis 2005 — 2009
Managerial Economics
Fudan University 2008 — 2008
Business Economics
University of California Los Angeles Extension 2010 2008 — 2008
Award
Yasmine Zdencaj Yasmine Zdencaj's Morgan Stanley Experience 2004 - 2004
Job Business & Product Development
Industry Luxury Goods & Jewelry
Experience
Louis Vuitton 2010 - Present
Limited Brands 2005 - 2009
The Limited 2005 - 2005
EXPRESS 2005 - 2005
Morgan Stanley 2004 - 2004
Goldman Sachs & Company 1999 - 2004
Skills
Brand Management, Product Development, Competitive Analysis, Business Strategy, Business Analysis, E-commerce, Management, Marketing, Marketing Strategy, Merchandising, Multi-channel Marketing, Strategic Planning
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA
Franklin & Marshall College
BA, Government
Louis Vuitton 2010 - Present
Limited Brands 2005 - 2009
The Limited 2005 - 2005
EXPRESS 2005 - 2005
Morgan Stanley 2004 - 2004
Goldman Sachs & Company 1999 - 2004
Skills
Brand Management, Product Development, Competitive Analysis, Business Strategy, Business Analysis, E-commerce, Management, Marketing, Marketing Strategy, Merchandising, Multi-channel Marketing, Strategic Planning
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
MBA
Franklin & Marshall College
BA, Government
Barrett Doo's Morgan Stanley Experience January 2012 - March 2012
Job Moderation Quality Coordinator at Google
Industry Information Technology and Services
Experience
Google (via Adecco) September 2014 - Present
Google (via Adecco) May 2014 - September 2014
Doo Farm Properties November 2012 - May 2014
Humanities Council of Washington, DC June 2012 - August 2012
Morgan Stanley January 2012 - March 2012
Governor Schwarzenegger Administration October 2010 - December 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Access, Mac OS X, Windows 7, Cash Register, Market Research, Event Management, Event Planning, Coordinating Events, Teamwork, Market Analysis, Data Analysis, Marketing Communications, Public Relations, Sports Coaching, Concert Band, Musician, Public Speaking, Facebook, Teaching, Analysis, Community Outreach
Education
University of California, Davis 2008 — 2012
Bachelor's, Managerial Economics, with a Minor in Music
Fudan University 2011 — 2011
Economics and Business Study Abroad Program
Google (via Adecco) September 2014 - Present
Google (via Adecco) May 2014 - September 2014
Doo Farm Properties November 2012 - May 2014
Humanities Council of Washington, DC June 2012 - August 2012
Morgan Stanley January 2012 - March 2012
Governor Schwarzenegger Administration October 2010 - December 2010
Skills
Microsoft Office, PowerPoint, Microsoft Word, Microsoft Excel, Access, Mac OS X, Windows 7, Cash Register, Market Research, Event Management, Event Planning, Coordinating Events, Teamwork, Market Analysis, Data Analysis, Marketing Communications, Public Relations, Sports Coaching, Concert Band, Musician, Public Speaking, Facebook, Teaching, Analysis, Community Outreach
Education
University of California, Davis 2008 — 2012
Bachelor's, Managerial Economics, with a Minor in Music
Fudan University 2011 — 2011
Economics and Business Study Abroad Program
Xiao (Ella) Hu's Morgan Stanley Experience June 2015 - August 2015
Job Research Assistant at the Wharton School
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Roland Berger Strategy Consultants June 2014 - August 2014
Guotai Junan Securities Co., Ltd January 2014 - May 2014
CITIC-Prudential Fund Management Co,Ltd June 2013 - August 2013
Skills
C, Java, Python, Matlab, SQL, NoSQL, R, Futures Trading, MongoDB, investment, Strategy, Market Research, Competitive Analysis, Valuation
Education
University of Pennsylvania 2014 — 2016
Master of Science (MSc), Systems Engineering
Fudan University 2010 — 2014
Bachelor's degree, Environmental Engineering, Minor in Financial Accounting
Washington University in St. Louis 2012 — 2012
Non-Degree Exchange Student, Economics, GPA 4.0/4.0
Morgan Stanley June 2015 - August 2015
Roland Berger Strategy Consultants June 2014 - August 2014
Guotai Junan Securities Co., Ltd January 2014 - May 2014
CITIC-Prudential Fund Management Co,Ltd June 2013 - August 2013
Skills
C, Java, Python, Matlab, SQL, NoSQL, R, Futures Trading, MongoDB, investment, Strategy, Market Research, Competitive Analysis, Valuation
Education
University of Pennsylvania 2014 — 2016
Master of Science (MSc), Systems Engineering
Fudan University 2010 — 2014
Bachelor's degree, Environmental Engineering, Minor in Financial Accounting
Washington University in St. Louis 2012 — 2012
Non-Degree Exchange Student, Economics, GPA 4.0/4.0
Barbara Yu Barbara Yu's Morgan Stanley Experience 2013 - 2014
Job Co Founder & CEO at UniCareer
Industry Venture Capital & Private Equity
Experience
Morgan Stanley 2013 - 2014
FXCM August 2013 - October 2013
Morgan Stanley February 2013 - May 2013
Citi June 2012 - September 2012
GE January 2010 - March 2011
Google March 2008 - June 2008
Skills
Financial Modeling, Financial Analysis, Entrepreneurship, Business Strategy, Analysis, Corporate Finance, C++, Valuation, VBA, Investment Banking, C, Data Analysis, Strategic Planning, Business Analysis, Portfolio Management, Private Equity, Investments
Education
Fudan University 2011 — 2013
Master's Degree, Financial Engineering, 3.8/4
Princeton University 2012 — 2013
Exchange, Certification in Quantitative Finance, 3.8/4
Michigan State University 2010 — 2011
Exchange, Computer Science, 4/4
Tongji University 2007 — 2011
Bachelor's degree, Computer Software Engineering, 3.8/4
Morgan Stanley 2013 - 2014
FXCM August 2013 - October 2013
Morgan Stanley February 2013 - May 2013
Citi June 2012 - September 2012
GE January 2010 - March 2011
Google March 2008 - June 2008
Skills
Financial Modeling, Financial Analysis, Entrepreneurship, Business Strategy, Analysis, Corporate Finance, C++, Valuation, VBA, Investment Banking, C, Data Analysis, Strategic Planning, Business Analysis, Portfolio Management, Private Equity, Investments
Education
Fudan University 2011 — 2013
Master's Degree, Financial Engineering, 3.8/4
Princeton University 2012 — 2013
Exchange, Certification in Quantitative Finance, 3.8/4
Michigan State University 2010 — 2011
Exchange, Computer Science, 4/4
Tongji University 2007 — 2011
Bachelor's degree, Computer Software Engineering, 3.8/4
Laura Blasi's Morgan Stanley Experience January 2014 - Present
Job Recruiting Coordinator, Consultant at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley January 2014 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Office, Customer Service, Research, English, Windows, PowerPoint, Social Media, Spanish, Event Planning, Nonprofits, Community Outreach, Public Speaking
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Arts (B.A.), Cultural Anthropology
IES Buenos Aires 2010 — 2010
Study Abroad, Latin American Studies, Spanish
Morgan Stanley January 2014 - Present
Skills
Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Office, Customer Service, Research, English, Windows, PowerPoint, Social Media, Spanish, Event Planning, Nonprofits, Community Outreach, Public Speaking
Education
Franklin & Marshall College 2008 — 2012
Bachelor of Arts (B.A.), Cultural Anthropology
IES Buenos Aires 2010 — 2010
Study Abroad, Latin American Studies, Spanish
Olivia Batdorf's Morgan Stanley Experience November 2007 - Present
Job Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2007 - Present
Goldman Sachs December 2006 - November 2007
Skills
Microsoft Office, Margin, Financial Accounting, General Ledger, Corporate Finance, Treasury, Cash Management, Credit Derivatives, Equity Derivatives, Interest Rate..., Bonds, Financial Reporting, Financial Analysis, Hedge Funds, Alternative Investments, Asset Management
Education
Franklin & Marshall College 2001 — 2005
Bachelor of Arts (BA), Economics, French, 3.5
Morgan Stanley November 2007 - Present
Goldman Sachs December 2006 - November 2007
Skills
Microsoft Office, Margin, Financial Accounting, General Ledger, Corporate Finance, Treasury, Cash Management, Credit Derivatives, Equity Derivatives, Interest Rate..., Bonds, Financial Reporting, Financial Analysis, Hedge Funds, Alternative Investments, Asset Management
Education
Franklin & Marshall College 2001 — 2005
Bachelor of Arts (BA), Economics, French, 3.5
Eric Schnipke Eric Schnipke's Morgan Stanley Experience September 2012 - Present
Job Banking & Lending (Securities Based Lending)
Industry Financial Services
Experience
Morgan Stanley September 2012 - Present
J.P. Morgan 2008 - 2010
James A Rhodes State College April 2007 - May 2009
Rhodes State College – The Learning Center January 2006 - January 2008
Education
Franklin University 2010 — 2013
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Franklin University
Bachelor, Applied Business, Business Management
James A Rhodes State College 2006 — 2009
Associate's degree, Business, Management, Marketing, and Related Support Services
Morgan Stanley September 2012 - Present
J.P. Morgan 2008 - 2010
James A Rhodes State College April 2007 - May 2009
Rhodes State College – The Learning Center January 2006 - January 2008
Education
Franklin University 2010 — 2013
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Franklin University
Bachelor, Applied Business, Business Management
James A Rhodes State College 2006 — 2009
Associate's degree, Business, Management, Marketing, and Related Support Services
Craig Nowaczyk Craig Nowaczyk's Morgan Stanley Experience September 2015 - Present
Job Analyst Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Maryland Financial Planners June 2014 - August 2014
PNC November 2012 - August 2013
Sport Authority February 2012 - November 2012
Skills
Customer Service, Financial Accounting, Cash Flow Reporting, Time Management, Insurance, Retail Banking, Financial Analysis, Banking, Social Media Marketing, Morningstar, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Networking, Finance, Public Speaking, Teamwork, Social Media, Detailed Analysis
Education
Salisbury University - Perdue School of Business 2013 — 2015
Bachelor of Science (B.S.), Finance, General, Senior
Frederick Community College 2011 — 2013
Associate of Arts (AA), Business Administration
Morgan Stanley September 2015 - Present
Maryland Financial Planners June 2014 - August 2014
PNC November 2012 - August 2013
Sport Authority February 2012 - November 2012
Skills
Customer Service, Financial Accounting, Cash Flow Reporting, Time Management, Insurance, Retail Banking, Financial Analysis, Banking, Social Media Marketing, Morningstar, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Networking, Finance, Public Speaking, Teamwork, Social Media, Detailed Analysis
Education
Salisbury University - Perdue School of Business 2013 — 2015
Bachelor of Science (B.S.), Finance, General, Senior
Frederick Community College 2011 — 2013
Associate of Arts (AA), Business Administration
Dixon Allen Dixon Allen's Morgan Stanley Experience April 2007 - July 2009
Job Population Health Associate at Vanderbilt Health Affiliated Network
Industry Hospital & Health Care
Experience
Vanderbilt Health Affiliated Network December 2014 - Present
Meridian Senior Living July 2013 - March 2014
Ensign Services December 2012 - May 2013
Ensign Services June 2012 - November 2012
Business Consulting Project October 2011 - February 2012
Wake Forest Baptist Health October 2011 - December 2011
Wake Forest Baptist Health May 2011 - August 2011
Diefendorf Capital Planning Associates July 2009 - July 2010
Morgan Stanley April 2007 - July 2009
Morgan Stanley Smith Barney November 2004 - April 2007
Skills
Analysis, Financial Analysis, Financial Modeling, Healthcare, Leadership, Strategy, Training, Management, Data Analysis, Portfolio Management, Budgets, Strategic Planning, Risk Management, Cross-functional Team..., Process Improvement
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2012
MBA, Healthcare and Finance
Furman University 2000 — 2004
Bachelor of Arts, Business Administration
Woodward Academy 1996 — 2000
High School, Atlanta, GA
Vanderbilt Health Affiliated Network December 2014 - Present
Meridian Senior Living July 2013 - March 2014
Ensign Services December 2012 - May 2013
Ensign Services June 2012 - November 2012
Business Consulting Project October 2011 - February 2012
Wake Forest Baptist Health October 2011 - December 2011
Wake Forest Baptist Health May 2011 - August 2011
Diefendorf Capital Planning Associates July 2009 - July 2010
Morgan Stanley April 2007 - July 2009
Morgan Stanley Smith Barney November 2004 - April 2007
Skills
Analysis, Financial Analysis, Financial Modeling, Healthcare, Leadership, Strategy, Training, Management, Data Analysis, Portfolio Management, Budgets, Strategic Planning, Risk Management, Cross-functional Team..., Process Improvement
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2012
MBA, Healthcare and Finance
Furman University 2000 — 2004
Bachelor of Arts, Business Administration
Woodward Academy 1996 — 2000
High School, Atlanta, GA
James Hayslett James Hayslett's Morgan Stanley Experience June 2015 - Present
Job Internship at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Merrill Lynch June 2014 - August 2014
Microsoft January 2014 - April 2014
Skills
Team Leadership, Public Speaking, Microsoft Office, Microsoft Excel, Marketing Strategy, Web Design, Bloomberg Terminal, Social Media
Education
Furman University 2012 — 2016
Bachelor of Business Administration, Senior
Morgan Stanley June 2015 - Present
Merrill Lynch June 2014 - August 2014
Microsoft January 2014 - April 2014
Skills
Team Leadership, Public Speaking, Microsoft Office, Microsoft Excel, Marketing Strategy, Web Design, Bloomberg Terminal, Social Media
Education
Furman University 2012 — 2016
Bachelor of Business Administration, Senior
Brendan Wong's Morgan Stanley Experience June 2008 - July 2008
Job Senior Accountant at Netflix
Industry Accounting
Experience
Netflix June 2015 - Present
EY March 2014 - Present
Paning Centennial Foundation January 2013 - Present
KPMG LLP January 2010 - January 2013
TransCanada May 2009 - August 2009
Morgan Stanley June 2008 - July 2008
Skills
Customer Service, Financial Accounting, Financial Analysis, Accounting, Analysis, Accounts Payable, Microsoft Excel, Business Strategy, Project Management, Corporate Finance
Education
Certified Public Accountant (CPA) 2014 — 2015
Chartered Accountant (CA) 2009 — 2012
McGill University 2005 — 2009
Bachelor of commerce, Finance, General
Fudan University
Harvard University
Netflix June 2015 - Present
EY March 2014 - Present
Paning Centennial Foundation January 2013 - Present
KPMG LLP January 2010 - January 2013
TransCanada May 2009 - August 2009
Morgan Stanley June 2008 - July 2008
Skills
Customer Service, Financial Accounting, Financial Analysis, Accounting, Analysis, Accounts Payable, Microsoft Excel, Business Strategy, Project Management, Corporate Finance
Education
Certified Public Accountant (CPA) 2014 — 2015
Chartered Accountant (CA) 2009 — 2012
McGill University 2005 — 2009
Bachelor of commerce, Finance, General
Fudan University
Harvard University
Sarah Zou Sarah Zou's Morgan Stanley Experience June 2014 - December 2014
Job TAS Transaction Real Estate Staff at EY
Industry Real Estate
Experience
EY September 2015 - Present
The World Bank July 2015 - August 2015
Morgan Stanley June 2014 - December 2014
Student Projects Redefining Our University’s Trash Sustainably (SPROUTS) January 2014 - May 2014
UC Berkeley September 2013 - May 2014
Siemens June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Social Media, Market Research, Microsoft Excel, Event Planning, Microsoft Word, Research, Teamwork, Leadership, Public Speaking, Marketing, Data Analysis, Social Networking, Spanish
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General, 3.7 GPA
University of California, Berkeley 2011 — 2015
Bachelor of Science (BS), Environmental Economics and Policy, 3.8 GPA
Freie Universität Berlin 2013 — 2013
Westlake High School 2007 — 2011
High School
EY September 2015 - Present
The World Bank July 2015 - August 2015
Morgan Stanley June 2014 - December 2014
Student Projects Redefining Our University’s Trash Sustainably (SPROUTS) January 2014 - May 2014
UC Berkeley September 2013 - May 2014
Siemens June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Social Media, Market Research, Microsoft Excel, Event Planning, Microsoft Word, Research, Teamwork, Leadership, Public Speaking, Marketing, Data Analysis, Social Networking, Spanish
Education
University of California, Berkeley, Haas School of Business 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General, 3.7 GPA
University of California, Berkeley 2011 — 2015
Bachelor of Science (BS), Environmental Economics and Policy, 3.8 GPA
Freie Universität Berlin 2013 — 2013
Westlake High School 2007 — 2011
High School
Anthony R. Williams Anthony R. Williams's Morgan Stanley Experience October 2003 - May 2005
Job Financial Advisor Edward Jones
Industry Financial Services
Experience
Edward Jones April 2014 - Present
JPMorgan Chase August 2013 - March 2014
JP Morgan Chase March 2008 - July 2013
Ohio Air National Guard July 2006 - January 2013
Regency Window Co. 2005 - 2006
Morgan Stanley October 2003 - May 2005
Alliance Data September 2001 - April 2004
Ferrell Insurance Agency 2002 - 2004
Combined Insurance 2000 - 2001
Skills
Leadership, Management, Training, Program Management, Team Building, Process Improvement, Intelligence Analysis, Sales, Military, Strategic Planning, Microsoft Office, Public Speaking, Security Clearance, Team Leadership, Relationship Management, Risk Management, Employee Relations, Recruiting, Military Operations, Project Management, Leadership Development, DoD, Government, Military Experience, Banking, Personal Development, Employee Engagement, Employee Management, Staff Retention, Mentoring Of Staff, Solution Selling, Employee Training, PowerPoint, Personal Development..., Analyst Briefings, Hiring Practices, Sales Presentations, Business Coaching, Performance Appraisal, P&L Management, Talent Management, Staff Development, Counterterrorism, Top Secret, P&L Responsibility, Series 6, Series 7, Series 66, Life, Health, Variable...
Education
Franklin University 2008 — 2010
B.S., Management & Leadership, 3.04
Edward Jones April 2014 - Present
JPMorgan Chase August 2013 - March 2014
JP Morgan Chase March 2008 - July 2013
Ohio Air National Guard July 2006 - January 2013
Regency Window Co. 2005 - 2006
Morgan Stanley October 2003 - May 2005
Alliance Data September 2001 - April 2004
Ferrell Insurance Agency 2002 - 2004
Combined Insurance 2000 - 2001
Skills
Leadership, Management, Training, Program Management, Team Building, Process Improvement, Intelligence Analysis, Sales, Military, Strategic Planning, Microsoft Office, Public Speaking, Security Clearance, Team Leadership, Relationship Management, Risk Management, Employee Relations, Recruiting, Military Operations, Project Management, Leadership Development, DoD, Government, Military Experience, Banking, Personal Development, Employee Engagement, Employee Management, Staff Retention, Mentoring Of Staff, Solution Selling, Employee Training, PowerPoint, Personal Development..., Analyst Briefings, Hiring Practices, Sales Presentations, Business Coaching, Performance Appraisal, P&L Management, Talent Management, Staff Development, Counterterrorism, Top Secret, P&L Responsibility, Series 6, Series 7, Series 66, Life, Health, Variable...
Education
Franklin University 2008 — 2010
B.S., Management & Leadership, 3.04
Tomi Fyrqvist's Morgan Stanley Experience June 2011 - August 2011
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs June 2012 - August 2012
The Boston Consulting Group May 2012 - June 2012
McKinsey & Company January 2012 - April 2012
Morgan Stanley June 2011 - August 2011
SEB Enskilda March 2011 - June 2011
Nokia Siemens Networks September 2010 - January 2011
Aalto University February 2010 - August 2010
Finnish Defence Forces July 2007 - July 2008
Skills
Corporate Finance, Economics, Financial Modeling, Investment Banking, Capital Markets, Leadership, Financial Analysis, Credit, Bloomberg, Emerging Markets, Derivatives, Private Equity, Valuation, Equities
Education
Aalto University School of Business 2008 — 2013
M.Sc., Finance, McKinsey Award (2011) for the best graduating student at Aalto University
Fudan University 2013 — 2013
International Exchange, Economics, Management
Goldman Sachs June 2012 - August 2012
The Boston Consulting Group May 2012 - June 2012
McKinsey & Company January 2012 - April 2012
Morgan Stanley June 2011 - August 2011
SEB Enskilda March 2011 - June 2011
Nokia Siemens Networks September 2010 - January 2011
Aalto University February 2010 - August 2010
Finnish Defence Forces July 2007 - July 2008
Skills
Corporate Finance, Economics, Financial Modeling, Investment Banking, Capital Markets, Leadership, Financial Analysis, Credit, Bloomberg, Emerging Markets, Derivatives, Private Equity, Valuation, Equities
Education
Aalto University School of Business 2008 — 2013
M.Sc., Finance, McKinsey Award (2011) for the best graduating student at Aalto University
Fudan University 2013 — 2013
International Exchange, Economics, Management
Zhang (Tony) Xu Zhang (Tony) Xu's Morgan Stanley Experience July 2013 - September 2013
Job Master of Finance Candidate at MIT Sloan, Class of 2016; Expertise in Derivatives
Industry Financial Services
Experience
MIT Sloan School of Management July 2015 - Present
CICC July 2014 - May 2015
CICC March 2014 - July 2014
Morgan Stanley July 2013 - September 2013
China Merchants Bank July 2012 - August 2012
Skills
SAS, Equities, Derivatives, Financial Modeling, Corporate Finance, Exotic Derivatives, Matlab, PowerPoint, C++, Mathematica, Data Analysis, Interpersonal..., Sales, Sales Presentations, Financial Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
Master’s Degree, Finance, General
Fudan University 2010 — 2014
Bachelor of Economics, concertration in Finance
MIT Sloan School of Management July 2015 - Present
CICC July 2014 - May 2015
CICC March 2014 - July 2014
Morgan Stanley July 2013 - September 2013
China Merchants Bank July 2012 - August 2012
Skills
SAS, Equities, Derivatives, Financial Modeling, Corporate Finance, Exotic Derivatives, Matlab, PowerPoint, C++, Mathematica, Data Analysis, Interpersonal..., Sales, Sales Presentations, Financial Analysis
Education
Massachusetts Institute of Technology - Sloan School of Management 2015 — 2016
Master’s Degree, Finance, General
Fudan University 2010 — 2014
Bachelor of Economics, concertration in Finance
Lauren Doran's Morgan Stanley Experience January 2004 - March 2005
Job Digital Product Owner Victoria's Secret Direct
Industry Retail
Experience
Victoria's Secret June 2014 - Present
Advocare January 2014 - Present
Nationwide Bank March 2013 - June 2014
JP Morgan Chase April 2011 - March 2013
JP Morgan Chase March 2010 - April 2011
Chase Home Finance July 2009 - April 2010
JPMorgan Chase September 2007 - July 2009
JP Morgan August 2006 - September 2007
JPMorgan Chase March 2005 - August 2006
Morgan Stanley January 2004 - March 2005
Skills
Mutual Funds, Securities, Process Improvement, Banking, Financial Analysis, Vendor Management, Investments, Relationship Management, Business Analysis, Data Analysis, Risk Management, Marketing Communications, Project Management, Retail Marketing, Retail, Retail Sales, Visual Merchandising, Problem Solving, Creative Solutions, Marketing, Cross-functional Team..., Analysis, Business Process..., Strategic Planning, Leadership
Education
Project Management Institute 2014 — 2014
Associate Certification (in progress), Project Management
Franklin University 2007 — 2008
MS, Marketing and Communication
The Ohio State University 1998 — 2003
BS, Interiors Merchandising and Design
Smithtown HS 1994 — 1998
Victoria's Secret June 2014 - Present
Advocare January 2014 - Present
Nationwide Bank March 2013 - June 2014
JP Morgan Chase April 2011 - March 2013
JP Morgan Chase March 2010 - April 2011
Chase Home Finance July 2009 - April 2010
JPMorgan Chase September 2007 - July 2009
JP Morgan August 2006 - September 2007
JPMorgan Chase March 2005 - August 2006
Morgan Stanley January 2004 - March 2005
Skills
Mutual Funds, Securities, Process Improvement, Banking, Financial Analysis, Vendor Management, Investments, Relationship Management, Business Analysis, Data Analysis, Risk Management, Marketing Communications, Project Management, Retail Marketing, Retail, Retail Sales, Visual Merchandising, Problem Solving, Creative Solutions, Marketing, Cross-functional Team..., Analysis, Business Process..., Strategic Planning, Leadership
Education
Project Management Institute 2014 — 2014
Associate Certification (in progress), Project Management
Franklin University 2007 — 2008
MS, Marketing and Communication
The Ohio State University 1998 — 2003
BS, Interiors Merchandising and Design
Smithtown HS 1994 — 1998
Alex Tana Alex Tana's Morgan Stanley Experience June 2014 - Present
Job Recruiting Coordinator at Morgan Stanley
Industry Government Administration
Experience
Morgan Stanley June 2014 - Present
U.S. Department of State October 2011 - June 2014
Morris Hardwick Schneider June 2010 - November 2011
Baltimore County Government March 2010 - November 2011
Skills
Public Policy, Human Resources, Logistics, Legal Research, Social Networking, Program Management, Recruiting, Leadership, Budgets, Management, Event Planning, Policy, Analysis
Education
Frostburg State University
Bachelor of Arts (B.A.), Economics
Chapel Hill
Chapel Hill
Morgan Stanley June 2014 - Present
U.S. Department of State October 2011 - June 2014
Morris Hardwick Schneider June 2010 - November 2011
Baltimore County Government March 2010 - November 2011
Skills
Public Policy, Human Resources, Logistics, Legal Research, Social Networking, Program Management, Recruiting, Leadership, Budgets, Management, Event Planning, Policy, Analysis
Education
Frostburg State University
Bachelor of Arts (B.A.), Economics
Chapel Hill
Chapel Hill
Vivian Ung's Morgan Stanley Experience July 2008 - August 2008
Job Digital Media Marketing
Industry Online Media
Experience
Socialarc April 2011 - April 2014
Socialarc October 2010 - April 2011
Socialarc April 2010 - October 2010
UC Davis August 2007 - July 2009
Morgan Stanley July 2008 - August 2008
Skills
Social Media, Copywriting, Community Management, Marketing, Word Of Mouth Marketing, Project Management, Community Outreach, Social Media Marketing, Facebook, Social Media Outreach, Social Media Measurement, Client Facing Skills, Social Media ROI, Digital Marketing, Press Releases, Twitter, PowerPoint, Microsoft Excel, Google Analytics, Social Networking, Online Marketing, Social Media Strategist, Marketing Strategy
Education
University of California, Davis
B.A., Economics, Communications
Fudan University
Economics, International Relations
Socialarc April 2011 - April 2014
Socialarc October 2010 - April 2011
Socialarc April 2010 - October 2010
UC Davis August 2007 - July 2009
Morgan Stanley July 2008 - August 2008
Skills
Social Media, Copywriting, Community Management, Marketing, Word Of Mouth Marketing, Project Management, Community Outreach, Social Media Marketing, Facebook, Social Media Outreach, Social Media Measurement, Client Facing Skills, Social Media ROI, Digital Marketing, Press Releases, Twitter, PowerPoint, Microsoft Excel, Google Analytics, Social Networking, Online Marketing, Social Media Strategist, Marketing Strategy
Education
University of California, Davis
B.A., Economics, Communications
Fudan University
Economics, International Relations
David Nicholas David Nicholas's Morgan Stanley Experience February 2000 - June 2001
Job Client Relationship Consultant at kasina, a DST Company
Industry Investment Management
Experience
kasina, a DST Company July 2015 - Present
Wells Fargo Asset Management May 2006 - July 2015
J.P. Morgan June 2001 - May 2006
Morgan Stanley February 2000 - June 2001
Fidelity Investments July 1999 - February 2000
Skills
Series 63, Retirement Planning, Finance, Mutual Funds, Trading, Series 7, Series 65, Series 9, Series 10, Certified Fund..., Equity Derivatives, Fixed Income, Equity Trading
Education
Franklin Pierce College 1995 — 1999
Bachelor of Science (B.S.), Accounting and Finance
Franklin Pierce University
Bachelor's Degree, Accounting and Finance
kasina, a DST Company July 2015 - Present
Wells Fargo Asset Management May 2006 - July 2015
J.P. Morgan June 2001 - May 2006
Morgan Stanley February 2000 - June 2001
Fidelity Investments July 1999 - February 2000
Skills
Series 63, Retirement Planning, Finance, Mutual Funds, Trading, Series 7, Series 65, Series 9, Series 10, Certified Fund..., Equity Derivatives, Fixed Income, Equity Trading
Education
Franklin Pierce College 1995 — 1999
Bachelor of Science (B.S.), Accounting and Finance
Franklin Pierce University
Bachelor's Degree, Accounting and Finance
Wilhem Van Auken Wilhem Van Auken's Morgan Stanley Experience April 2012 - June 2013
Job Reach out to me for all of your European automotive needs!
Industry Telecommunications
Experience
World Impex January 2014 - Present
Accu-Tech Corporation July 2013 - January 2014
Morgan Stanley April 2012 - June 2013
T. Parker Host, Inc. January 2011 - April 2012
First Layer Technologies January 2010 - August 2011
Charcoal Deli Inc January 2005 - August 2011
Skills
Management, Risk Management, Project Management, Sales, Forecasting, Time Management, Negotiation, Accounting, Teamwork, Finance, Government, Pricing, Research, Accounts Payable, Accounts Receivable, Microsoft Excel, Microsoft Office, PMP, Microsoft Word, Financial Analysis
Education
Frostburg State University 2006 — 2011
Bachelor of Science, Business Administration
St Pius X
World Impex January 2014 - Present
Accu-Tech Corporation July 2013 - January 2014
Morgan Stanley April 2012 - June 2013
T. Parker Host, Inc. January 2011 - April 2012
First Layer Technologies January 2010 - August 2011
Charcoal Deli Inc January 2005 - August 2011
Skills
Management, Risk Management, Project Management, Sales, Forecasting, Time Management, Negotiation, Accounting, Teamwork, Finance, Government, Pricing, Research, Accounts Payable, Accounts Receivable, Microsoft Excel, Microsoft Office, PMP, Microsoft Word, Financial Analysis
Education
Frostburg State University 2006 — 2011
Bachelor of Science, Business Administration
St Pius X
Shuo Priddell Shuo Priddell's Morgan Stanley Experience March 2006 - June 2006
Job Accounting
Industry Food & Beverages
Experience
Maxim Manufacturing and Marketing March 2010 - Present
Liberty Capital Management April 2009 - March 2010
Cookie Lee October 2008 - April 2009
Morgan Stanley March 2006 - June 2006
Skills
Accounting, Sales Admin, Mandarin Chinese
Education
University of California, Davis 2005 — 2008
Bachelor of Arts, Economics & International Relation
Fudan University
Maxim Manufacturing and Marketing March 2010 - Present
Liberty Capital Management April 2009 - March 2010
Cookie Lee October 2008 - April 2009
Morgan Stanley March 2006 - June 2006
Skills
Accounting, Sales Admin, Mandarin Chinese
Education
University of California, Davis 2005 — 2008
Bachelor of Arts, Economics & International Relation
Fudan University
Andrew Sample Andrew Sample's Morgan Stanley Experience July 2009 - June 2010
Job Entrepreneur and Franchisee
Industry Education Management
Experience
Eye Level Learning August 2012 - Present
Accenture July 2011 - July 2012
Accenture June 2010 - August 2011
Morgan Stanley July 2009 - June 2010
Morgan Stanley June 2008 - August 2008
Watermark Advisors March 2008 - June 2008
Morgan Stanley June 2007 - August 2007
Skills
Wealth Management, Capital Markets, Strategy, Banking, Financial Analysis, Entrepreneurship, Valuation, Team Leadership, Strategic Planning, Investment Banking, Corporate Finance, Management Consulting, Financial Modeling, Business Strategy, Program Management, Data Analysis
Education
Furman University 2005 — 2009
B.A., Economics
Eye Level Learning August 2012 - Present
Accenture July 2011 - July 2012
Accenture June 2010 - August 2011
Morgan Stanley July 2009 - June 2010
Morgan Stanley June 2008 - August 2008
Watermark Advisors March 2008 - June 2008
Morgan Stanley June 2007 - August 2007
Skills
Wealth Management, Capital Markets, Strategy, Banking, Financial Analysis, Entrepreneurship, Valuation, Team Leadership, Strategic Planning, Investment Banking, Corporate Finance, Management Consulting, Financial Modeling, Business Strategy, Program Management, Data Analysis
Education
Furman University 2005 — 2009
B.A., Economics
Thomas Yeh Thomas Yeh's Morgan Stanley Experience July 2013 - Present
Job Equity Research Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Bank of America Merrill Lynch July 2010 - June 2013
Hitachi Data Systems June 2009 - July 2010
Skills
Bloomberg, Equity Research, Valuation, Corporate Finance, Equities, Financial Modeling, Financial Analysis
Education
Stanford University 2005 — 2010
Bachelor of Arts (BA), Economics
Fudan University 2007 — 2008
Morgan Stanley July 2013 - Present
Bank of America Merrill Lynch July 2010 - June 2013
Hitachi Data Systems June 2009 - July 2010
Skills
Bloomberg, Equity Research, Valuation, Corporate Finance, Equities, Financial Modeling, Financial Analysis
Education
Stanford University 2005 — 2010
Bachelor of Arts (BA), Economics
Fudan University 2007 — 2008
Christopher Musco's Morgan Stanley Experience May 2013 - September 2013
Job Marketing and PR Associate at M&V Magazine
Industry Marketing and Advertising
Experience
M&V Magazine September 2013 - Present
Morgan Stanley May 2013 - September 2013
Medure Restaurant Group September 2012 - May 2013
Skills
Small Business Marketing, Management, Project Management, Customer Service, Public Relations, Microsoft Excel, Quicken, PowerPoint, Multimedia, Spanish-English
Education
Gardner-Webb University 2008 — 2012
Bachelor of Science (BS), International Business
Institute of Cultural Language 2012 — 2012
Foreign Study Abroad
M&V Magazine September 2013 - Present
Morgan Stanley May 2013 - September 2013
Medure Restaurant Group September 2012 - May 2013
Skills
Small Business Marketing, Management, Project Management, Customer Service, Public Relations, Microsoft Excel, Quicken, PowerPoint, Multimedia, Spanish-English
Education
Gardner-Webb University 2008 — 2012
Bachelor of Science (BS), International Business
Institute of Cultural Language 2012 — 2012
Foreign Study Abroad
Marina Mata Rohe Marina Mata Rohe's Morgan Stanley Experience 2008 - Present
Job Institutional Equity Sales at Morgan Stanley (Latin America)
Industry Financial Services
Experience
Morgan Stanley 2008 - Present
Bear Stearns 2007 - 2008
Bear Stearns 2004 - 2007
Dresdner Kleinwort Wasserstein 2000 - 2003
West LB 1996 - 1998
Citibank Brazil 1995 - 1996
Education
University of California, Berkeley 2007 — 2007
Fundação Getulio Vargas 1994 — 1997
BS, Business Administration - Concentration in Finance
Morgan Stanley 2008 - Present
Bear Stearns 2007 - 2008
Bear Stearns 2004 - 2007
Dresdner Kleinwort Wasserstein 2000 - 2003
West LB 1996 - 1998
Citibank Brazil 1995 - 1996
Education
University of California, Berkeley 2007 — 2007
Fundação Getulio Vargas 1994 — 1997
BS, Business Administration - Concentration in Finance
Chris A. Smith Chris A. Smith's Morgan Stanley Experience January 2003 - April 2009
Job Vice President Wealth Management, Certified Financial Planner
Industry Financial Services
Experience
UBS April 2009 - Present
Morgan Stanley January 2003 - April 2009
Education
Furman University 1999 — 2002
B.A.
UBS April 2009 - Present
Morgan Stanley January 2003 - April 2009
Education
Furman University 1999 — 2002
B.A.
Kendal Webb's Morgan Stanley Experience February 2012 - May 2013
Job Financial Regulatory Compliance Analyst at PayPal
Industry Financial Services
Experience
PayPal May 2013 - Present
Morgan Stanley February 2012 - May 2013
Webb Properties Inc June 2003 - January 2012
College Shuttle January 2007 - January 2010
BetterBookBuy September 2008 - December 2009
Skills
Investments, Entrepreneurship, Finance, Marketing, Analysis, Auditing, Mergers & Acquisitions, Human Resources, Due Diligence, Recruiting, Accounting, Internal Controls, Internal Audit, Software Documentation, Financial Risk, Business Process
Education
Frostburg State University 2011 — 2011
Master of Business Administration (MBA)
Frostburg State University 2006 — 2010
BS, Bussiness Adminstration and Finance
CARDINAL GIBBONS
CARDINAL GIBBONS
CARDINAL GIBBONS
PayPal May 2013 - Present
Morgan Stanley February 2012 - May 2013
Webb Properties Inc June 2003 - January 2012
College Shuttle January 2007 - January 2010
BetterBookBuy September 2008 - December 2009
Skills
Investments, Entrepreneurship, Finance, Marketing, Analysis, Auditing, Mergers & Acquisitions, Human Resources, Due Diligence, Recruiting, Accounting, Internal Controls, Internal Audit, Software Documentation, Financial Risk, Business Process
Education
Frostburg State University 2011 — 2011
Master of Business Administration (MBA)
Frostburg State University 2006 — 2010
BS, Bussiness Adminstration and Finance
CARDINAL GIBBONS
CARDINAL GIBBONS
CARDINAL GIBBONS
Amanda Gernert (LION) 1000+'s Morgan Stanley Experience January 2006 - April 2009
Job HR Consultant
Industry Consumer Services
Experience
EVEREVE (formerly Hot Mama) February 2014 - October 2014
Alliance Data March 2012 - October 2013
Cariflex LLC September 2011 - March 2012
Ohio National Guard 2008 - 2012
Redemtech Inc March 2010 - September 2011
Morgan Stanley January 2006 - April 2009
Discover Financial Services January 2004 - January 2006
Kroger Co. February 1999 - January 2004
Skills
Corporate Communications, Organizing, Microsoft Office 2007, Applicant Tracking..., Full-cycle Recruiting, Talent Acquisition, Onboarding, Technical Recruiting, SDLC, Employee Relations, Recruiting, Leadership Development, Human Resources, Hiring, Training, Sourcing, HRIS, Organizational..., Talent Management, Interviews, New Hire Orientations
Education
Franklin University 2007 — 2011
BS, Human Resource Management
Pickerington High School 1998 — 2001
High School Diploma, College Prep
EVEREVE (formerly Hot Mama) February 2014 - October 2014
Alliance Data March 2012 - October 2013
Cariflex LLC September 2011 - March 2012
Ohio National Guard 2008 - 2012
Redemtech Inc March 2010 - September 2011
Morgan Stanley January 2006 - April 2009
Discover Financial Services January 2004 - January 2006
Kroger Co. February 1999 - January 2004
Skills
Corporate Communications, Organizing, Microsoft Office 2007, Applicant Tracking..., Full-cycle Recruiting, Talent Acquisition, Onboarding, Technical Recruiting, SDLC, Employee Relations, Recruiting, Leadership Development, Human Resources, Hiring, Training, Sourcing, HRIS, Organizational..., Talent Management, Interviews, New Hire Orientations
Education
Franklin University 2007 — 2011
BS, Human Resource Management
Pickerington High School 1998 — 2001
High School Diploma, College Prep
Scott Shriver Scott Shriver's Morgan Stanley Experience April 2005 - November 2006
Job Senior Vice President at Dreyfus
Industry Financial Services
Experience
Dreyfus Investments November 2006 - Present
Morgan Stanley April 2005 - November 2006
Morgan Stanley January 2003 - April 2005
Morgan Stanley January 2000 - January 2003
A.G. Edwards 1990 - 2000
Skills
Mutual Funds, Series 7, Investments, Asset Management, Alternative Investments, Equities, Financial Advisory, Series 63, Wealth Management, Investment Advisory, Securities, Portfolio Management, Asset Allocation, Fixed Income, Investment Strategies, Financial Markets, Separately Managed..., Hedge Funds, Bonds, SMA, Sales Management, Series 66
Education
Frostburg State University 1985 — 1989
BS, Political Science and History
Dreyfus Investments November 2006 - Present
Morgan Stanley April 2005 - November 2006
Morgan Stanley January 2003 - April 2005
Morgan Stanley January 2000 - January 2003
A.G. Edwards 1990 - 2000
Skills
Mutual Funds, Series 7, Investments, Asset Management, Alternative Investments, Equities, Financial Advisory, Series 63, Wealth Management, Investment Advisory, Securities, Portfolio Management, Asset Allocation, Fixed Income, Investment Strategies, Financial Markets, Separately Managed..., Hedge Funds, Bonds, SMA, Sales Management, Series 66
Education
Frostburg State University 1985 — 1989
BS, Political Science and History
Kimberly Milera's Morgan Stanley Experience 2011 - Present
Job Director Physical Oil Operations at Morgan Stanley
Industry Oil & Energy
Experience
Morgan Stanley 2011 - Present
Morgan Stanley 2008 - 2010
EACM Advisors LLC (BNY Mellon Asset Management) 2006 - 2008
Premcor Refining 2003 - 2005
Skills
Commodity, Commodity Markets, Petroleum, Trading, Energy Industry, Downstream Oil & Gas, Leadership, Energy, Trading Systems
Education
BSP - Business School São Paulo 2010 — 2011
EMBA, Business Administration
Fundação Armando Álvares Penteado 2010 — 2010
Portuguese as a Second Language
Western New England University 1999 — 2003
Bachelor of Science, Business Administration; Marketing
Morgan Stanley 2011 - Present
Morgan Stanley 2008 - 2010
EACM Advisors LLC (BNY Mellon Asset Management) 2006 - 2008
Premcor Refining 2003 - 2005
Skills
Commodity, Commodity Markets, Petroleum, Trading, Energy Industry, Downstream Oil & Gas, Leadership, Energy, Trading Systems
Education
BSP - Business School São Paulo 2010 — 2011
EMBA, Business Administration
Fundação Armando Álvares Penteado 2010 — 2010
Portuguese as a Second Language
Western New England University 1999 — 2003
Bachelor of Science, Business Administration; Marketing
Laneeca Taylor Laneeca Taylor's Morgan Stanley Experience January 2013 - Present
Job Vice President / Senior Complex Risk Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley January 2010 - December 2012
Smith Barney January 2005 - January 2010
Smith Barney September 1994 - January 2005
Skills
Series 3, Series 7, Series 66, Series 8, Securities, Wealth Management, Series 63, Asset Allocation, Mutual Funds, Alternative Investments, Equities, Asset Management, Investment Advisory, Investments, Portfolio Management, Financial Advisory, Investment Strategies, Series 24, Series 65, Financial Services, AML, Risk Management, Strategic Financial..., Retirement Planning
Education
Gadsden State Community College
Morgan Stanley January 2013 - Present
Morgan Stanley January 2010 - December 2012
Smith Barney January 2005 - January 2010
Smith Barney September 1994 - January 2005
Skills
Series 3, Series 7, Series 66, Series 8, Securities, Wealth Management, Series 63, Asset Allocation, Mutual Funds, Alternative Investments, Equities, Asset Management, Investment Advisory, Investments, Portfolio Management, Financial Advisory, Investment Strategies, Series 24, Series 65, Financial Services, AML, Risk Management, Strategic Financial..., Retirement Planning
Education
Gadsden State Community College
Jesse Richmand, CFA, CAIA Jesse Richmand, CFA, CAIA's Morgan Stanley Experience August 2006 - November 2009
Job Director of Marketing at Seven Locks Capital
Industry Financial Services
Experience
Seven Locks Capital June 2014 - Present
FunnelFire January 2014 - Present
Avenue Capital Group March 2011 - June 2014
FrontPoint November 2009 - December 2010
Morgan Stanley August 2006 - November 2009
Skills
Mezzanine, Hedge Funds, Alternative Investments, Private Equity, Fund Of Funds, Venture Capital, Distressed Debt, Investments, Equities, Fixed Income, Capital Markets, Valuation, Asset Management, Asset Allocation, Trading, Portfolio Management
Education
Franklin & Marshall College 2000 — 2005
Bachelor of Arts, Economics, French, Creative Writing
Blair Academy 1996 — 2000
Seven Locks Capital June 2014 - Present
FunnelFire January 2014 - Present
Avenue Capital Group March 2011 - June 2014
FrontPoint November 2009 - December 2010
Morgan Stanley August 2006 - November 2009
Skills
Mezzanine, Hedge Funds, Alternative Investments, Private Equity, Fund Of Funds, Venture Capital, Distressed Debt, Investments, Equities, Fixed Income, Capital Markets, Valuation, Asset Management, Asset Allocation, Trading, Portfolio Management
Education
Franklin & Marshall College 2000 — 2005
Bachelor of Arts, Economics, French, Creative Writing
Blair Academy 1996 — 2000
Adil Haque's Morgan Stanley Experience May 2012 - December 2014
Job Registered Operations Associate
Industry Financial Services
Experience
Morgan Stanley May 2012 - December 2014
Edward Jones July 2009 - March 2010
FirstEnergy June 2006 - September 2006
Liberty Mutual June 2005 - September 2005
Skills
Financial Analysis, Equity Trading, Cross-functional Team..., Project Management, Risk Management, Asset Management, Strategic Communications, Presentation Skills, Series 7, Series 63, SAP, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Sapphire
Education
Franklin University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.85
The Ohio State University Fisher College of Business 2003 — 2008
Bachelor’s Degree, Business Economics, Finance, 3.50
Morgan Stanley May 2012 - December 2014
Edward Jones July 2009 - March 2010
FirstEnergy June 2006 - September 2006
Liberty Mutual June 2005 - September 2005
Skills
Financial Analysis, Equity Trading, Cross-functional Team..., Project Management, Risk Management, Asset Management, Strategic Communications, Presentation Skills, Series 7, Series 63, SAP, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Sapphire
Education
Franklin University 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.85
The Ohio State University Fisher College of Business 2003 — 2008
Bachelor’s Degree, Business Economics, Finance, 3.50
Sheng Li's Morgan Stanley Experience July 2006 - February 2008
Job Quantitative Analyst at ART Advisors
Industry Investment Management
Experience
ART Advisors February 2008 - Present
Morgan Stanley July 2006 - February 2008
Lehman Brothers March 2004 - July 2006
Education
Harvard University 1998 — 2003
Ph.D., Chemical Physics
New York University 1996 — 1998
M.S., Chemistry
Fudan University 1993 — 1996
B.S., Physics
EFZ
ART Advisors February 2008 - Present
Morgan Stanley July 2006 - February 2008
Lehman Brothers March 2004 - July 2006
Education
Harvard University 1998 — 2003
Ph.D., Chemical Physics
New York University 1996 — 1998
M.S., Chemistry
Fudan University 1993 — 1996
B.S., Physics
EFZ
Sam B. Kim's Morgan Stanley Experience 1993 - 2003
Job Pastor at Burbank First UMC
Industry Religious Institutions
Experience
Burbank First United Methodist Church July 2015 - Present
Wilshire UMC July 2008 - June 2015
Morgan Stanley 1993 - 2003
Skills
Theology, Preaching, Pastoral Care, Discipleship, Biblical Studies, Pastoral Counseling, Public Speaking, Gospel, Missions, Chaplaincy, Liturgy, Practical Theology, Apologetics, Church History, Pastoral
Education
University of Southern California 1991 — 1993
Fuller Theological Seminary
M. Div., Theology
Burbank First United Methodist Church July 2015 - Present
Wilshire UMC July 2008 - June 2015
Morgan Stanley 1993 - 2003
Skills
Theology, Preaching, Pastoral Care, Discipleship, Biblical Studies, Pastoral Counseling, Public Speaking, Gospel, Missions, Chaplaincy, Liturgy, Practical Theology, Apologetics, Church History, Pastoral
Education
University of Southern California 1991 — 1993
Fuller Theological Seminary
M. Div., Theology
Eileen Ni, CPA's Morgan Stanley Experience May 2014 - October 2014
Job Consultant Fund Accountant at Aetos Capital
Industry Financial Services
Experience
Aetos Capital May 2015 - Present
BNY Mellon Wealth Management March 2015 - April 2015
PwC October 2014 - February 2015
Morgan Stanley May 2014 - October 2014
Moody's Corporation November 2010 - August 2013
Barcais CPA October 2008 - November 2010
Skills
private equity, Month End Close, Excel Pivot, financial analysis, financial reporting, level 3 investment..., waterfall, capital allocation
Education
CUNY - Zicklin School of Business 2006 — 2007
Master of Science (M.S.), Accounting, 3.8
Fudan University 1995 — 1999
Bachelor of Arts (B.A.), English Literature and Language
Aetos Capital May 2015 - Present
BNY Mellon Wealth Management March 2015 - April 2015
PwC October 2014 - February 2015
Morgan Stanley May 2014 - October 2014
Moody's Corporation November 2010 - August 2013
Barcais CPA October 2008 - November 2010
Skills
private equity, Month End Close, Excel Pivot, financial analysis, financial reporting, level 3 investment..., waterfall, capital allocation
Education
CUNY - Zicklin School of Business 2006 — 2007
Master of Science (M.S.), Accounting, 3.8
Fudan University 1995 — 1999
Bachelor of Arts (B.A.), English Literature and Language
Wendy Chen's Morgan Stanley Experience 2010 - 2011
Job Investment Managment
Industry Investment Management
Experience
Kingdon Capital Management August 2013 - Present
Morgan Stanley 2010 - 2011
J.P. Morgan 2008 - 2010
BP 2006 - 2008
Skills
Hedge Funds, Investment Management, Commodity, Trading, Derivatives, Oil/Gas, Energy, Technology, Consumer, Emerging Markets, Valuation, Equities, Investments, Financial Modeling, Natural Gas, Due Diligence, Structured Products, Private Equity, Alternative Investments, Capital Markets, Fixed Income, Mutual Funds, Options, Equity Research, Commodity Markets, Corporate Finance, Financial Markets, Bloomberg, Investment Banking, Hedging
Education
Harvard Business School
MBA, Business Administration
Fudan University
Bachelor's degree, International Finance
Kingdon Capital Management August 2013 - Present
Morgan Stanley 2010 - 2011
J.P. Morgan 2008 - 2010
BP 2006 - 2008
Skills
Hedge Funds, Investment Management, Commodity, Trading, Derivatives, Oil/Gas, Energy, Technology, Consumer, Emerging Markets, Valuation, Equities, Investments, Financial Modeling, Natural Gas, Due Diligence, Structured Products, Private Equity, Alternative Investments, Capital Markets, Fixed Income, Mutual Funds, Options, Equity Research, Commodity Markets, Corporate Finance, Financial Markets, Bloomberg, Investment Banking, Hedging
Education
Harvard Business School
MBA, Business Administration
Fudan University
Bachelor's degree, International Finance
Lynley Roberts's Morgan Stanley Experience 2001 - 2004
Job Regional Sales Manager at Sony Electronics
Industry Retail
Experience
Sony Electronics July 2012 - May 2015
Market Source October 2009 - July 2012
Careerbuilder.com April 2008 - February 2009
TEKsystems 2006 - 2007
Phase3 Media 2006 - 2006
Paychex 2004 - 2006
Morgan Stanley 2001 - 2004
Skills
Marketing, Sales Management, Sales Operations, Business Development, Account Management, New Business Development, Cold Calling, CRM, Relationship Management, Sales, Sales Process, Customer Satisfaction, Management, Training, Direct Sales, Inventory Management, Leadership, Employee Training, Customer Service, Recruiting, B2B, Retail, Customer Retention, Team Building, Team Leadership
Education
Furman University 1997 — 2001
BA Business Administration, Business
Sony Electronics July 2012 - May 2015
Market Source October 2009 - July 2012
Careerbuilder.com April 2008 - February 2009
TEKsystems 2006 - 2007
Phase3 Media 2006 - 2006
Paychex 2004 - 2006
Morgan Stanley 2001 - 2004
Skills
Marketing, Sales Management, Sales Operations, Business Development, Account Management, New Business Development, Cold Calling, CRM, Relationship Management, Sales, Sales Process, Customer Satisfaction, Management, Training, Direct Sales, Inventory Management, Leadership, Employee Training, Customer Service, Recruiting, B2B, Retail, Customer Retention, Team Building, Team Leadership
Education
Furman University 1997 — 2001
BA Business Administration, Business
Katherine Dugan's Morgan Stanley Experience December 2007 - January 2010
Job Engagement Manager at Strategy& (Formerly Booz & Company)
Industry Financial Services
Experience
Strategy& (Formerly Booz & Company) April 2014 - Present
Booz & Company July 2011 - March 2014
Capco February 2010 - July 2011
Morgan Stanley December 2007 - January 2010
Morgan Stanley September 2005 - December 2007
Skills
Organizational Culture, Capital Markets, Management Consulting, Equities, Financial Services, Strategy, Fixed Income, Emerging Markets, Derivatives, Project Management, Mandarin, Operating Model Design, Financial Analysis, Settlement, OTC Derivatives, Business Analysis, Securities, Behavior Change, PMO, Leadership, Teamwork, Culture Evolution
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2009
MBA
St. Mary's College of Maryland 2001 — 2005
B.A., Economics, Chinese Language and Culture
Fudan University 2004 — 2004
Study Abroad, Chinese Language
Strategy& (Formerly Booz & Company) April 2014 - Present
Booz & Company July 2011 - March 2014
Capco February 2010 - July 2011
Morgan Stanley December 2007 - January 2010
Morgan Stanley September 2005 - December 2007
Skills
Organizational Culture, Capital Markets, Management Consulting, Equities, Financial Services, Strategy, Fixed Income, Emerging Markets, Derivatives, Project Management, Mandarin, Operating Model Design, Financial Analysis, Settlement, OTC Derivatives, Business Analysis, Securities, Behavior Change, PMO, Leadership, Teamwork, Culture Evolution
Education
University of Maryland - Robert H. Smith School of Business 2007 — 2009
MBA
St. Mary's College of Maryland 2001 — 2005
B.A., Economics, Chinese Language and Culture
Fudan University 2004 — 2004
Study Abroad, Chinese Language
Chaoran Hu's Morgan Stanley Experience June 2008 - August 2011
Job Executive Director at Shellpoint Partners
Industry Financial Services
Experience
Shellpoint Partners August 2011 - Present
Morgan Stanley June 2008 - August 2011
Citadel Investment Group August 2006 - October 2007
Lehman Brothers August 2000 - July 2006
Duke University 1993 - 1998
Education
Fudan University
Shellpoint Partners August 2011 - Present
Morgan Stanley June 2008 - August 2011
Citadel Investment Group August 2006 - October 2007
Lehman Brothers August 2000 - July 2006
Duke University 1993 - 1998
Education
Fudan University
Yifan Liu's Morgan Stanley Experience August 2009 - September 2011
Job VP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase August 2014 - Present
Nomura Securities May 2013 - August 2014
Nomura Securities September 2011 - May 2013
Morgan Stanley August 2009 - September 2011
George Mason University August 2006 - August 2009
Skills
Time Series Analysis, R, Quantitative Analytics, Quantitative Finance, Statistics
Education
Stanford University 2001 — 2006
PhD, Computational Math
Fudan University 1998 — 2001
MS, Mathematics
Fudan University 1994 — 1998
BS, Mathematics
JPMorgan Chase August 2014 - Present
Nomura Securities May 2013 - August 2014
Nomura Securities September 2011 - May 2013
Morgan Stanley August 2009 - September 2011
George Mason University August 2006 - August 2009
Skills
Time Series Analysis, R, Quantitative Analytics, Quantitative Finance, Statistics
Education
Stanford University 2001 — 2006
PhD, Computational Math
Fudan University 1998 — 2001
MS, Mathematics
Fudan University 1994 — 1998
BS, Mathematics
Deborah Sng's Morgan Stanley Experience June 2007 - August 2007
Job Sr. Business Analyst
Industry Telecommunications
Experience
Cox Communications 2011 - Present
Dynasty Capital Services LLC July 2008 - September 2011
THQ*ICE June 2009 - November 2010
Morgan Stanley June 2007 - August 2007
Dynasty Capital Services LLC March 2005 - June 2007
Dynasty Capital Services LLC January 2002 - March 2005
Dynasty Capital Services LLC July 2001 - December 2001
Skills
Marketing, Social Networking, Business Planning, Mergers & Acquisitions, Financial Modeling, Mergers, Corporate Development, Corporate Finance, Due Diligence, Product Marketing, Forecasting, Digital Strategy, Finance, Project Management, International Project..., E-commerce, Venture Capital
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA
Fudan University 2007 — 2007
University of California, San Diego 1997 — 2001
BS
National University of Singapore 1999 — 2000
Cox Communications 2011 - Present
Dynasty Capital Services LLC July 2008 - September 2011
THQ*ICE June 2009 - November 2010
Morgan Stanley June 2007 - August 2007
Dynasty Capital Services LLC March 2005 - June 2007
Dynasty Capital Services LLC January 2002 - March 2005
Dynasty Capital Services LLC July 2001 - December 2001
Skills
Marketing, Social Networking, Business Planning, Mergers & Acquisitions, Financial Modeling, Mergers, Corporate Development, Corporate Finance, Due Diligence, Product Marketing, Forecasting, Digital Strategy, Finance, Project Management, International Project..., E-commerce, Venture Capital
Education
University of California, Los Angeles - The Anderson School of Management 2006 — 2008
MBA
Fudan University 2007 — 2007
University of California, San Diego 1997 — 2001
BS
National University of Singapore 1999 — 2000
Richard Shen's Morgan Stanley Experience May 2004 - August 2012
Job Consultant at RBC Capital Markets
Industry Information Technology and Services
Experience
RBC Capital Markets November 2014 - Present
Citi April 2013 - November 2014
CPP Investment Board November 2012 - March 2013
Morgan Stanley May 2004 - August 2012
Skills
Agile Methodologies, Java, SQL, Spring, Test Driven Development, Capital Markets, Trading Systems, C/C++ STL, Market Risk, SOA, Fixed Income Technology
Education
Fudan University
Bachelor's degree, Computer Science
RBC Capital Markets November 2014 - Present
Citi April 2013 - November 2014
CPP Investment Board November 2012 - March 2013
Morgan Stanley May 2004 - August 2012
Skills
Agile Methodologies, Java, SQL, Spring, Test Driven Development, Capital Markets, Trading Systems, C/C++ STL, Market Risk, SOA, Fixed Income Technology
Education
Fudan University
Bachelor's degree, Computer Science
Patrick Yang's Morgan Stanley Experience December 2006 - July 2008
Job Investment analyst at QVT Financial
Industry Investment Management
Experience
QVT Financial LP July 2012 - Present
QVT Financial LP June 2011 - August 2011
Oaktree Capital Management September 2008 - July 2010
Morgan Stanley December 2006 - July 2008
UBS Investment Bank July 2005 - October 2006
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA
Fudan University
SHS
QVT Financial LP July 2012 - Present
QVT Financial LP June 2011 - August 2011
Oaktree Capital Management September 2008 - July 2010
Morgan Stanley December 2006 - July 2008
UBS Investment Bank July 2005 - October 2006
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA
Fudan University
SHS
Michael Simmons, CFP®'s Morgan Stanley Experience 1996 - 1998
Job Director of Financial Planning at Transitions Wealth Management, LLC
Industry Investment Management
Experience
Transitions Wealth Management, LLC 2007 - Present
Bank of the West 2004 - 2007
Charles Schwab 2000 - 2004
AFS Brokerage 1998 - 2000
Morgan Stanley 1996 - 1998
Skills
Financial Planning, Asset Management, Portfolio Management, Investments, Wealth Management, Retirement Planning, Asset Allocation, Strategic Financial..., Asset Managment, Investment Advisory, Investment Management, High Net Worth..., Certified Financial..., Personal Financial..., 401k Rollovers, Wealth Management..., Wealth Management..., Wealth Management..., Finance, Series 7, Uniform Combined State...
Education
Freed-Hardeman University 1993 — 1996
BBA, Finance
University of Kentucky 1991 — 1993
Transitions Wealth Management, LLC 2007 - Present
Bank of the West 2004 - 2007
Charles Schwab 2000 - 2004
AFS Brokerage 1998 - 2000
Morgan Stanley 1996 - 1998
Skills
Financial Planning, Asset Management, Portfolio Management, Investments, Wealth Management, Retirement Planning, Asset Allocation, Strategic Financial..., Asset Managment, Investment Advisory, Investment Management, High Net Worth..., Certified Financial..., Personal Financial..., 401k Rollovers, Wealth Management..., Wealth Management..., Wealth Management..., Finance, Series 7, Uniform Combined State...
Education
Freed-Hardeman University 1993 — 1996
BBA, Finance
University of Kentucky 1991 — 1993
James Lemonick's Morgan Stanley Experience
Job First Vice President Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Skills
Alternative Investments, Asset Management, Bloomberg, Equities, Financial Analysis, Fixed Income, Portfolio Management, Series 7, Wealth Management
Education
Franklin & Marshall College 1976 — 1980
Bachelor of Arts (B.A.), Government
Morgan Stanley
Skills
Alternative Investments, Asset Management, Bloomberg, Equities, Financial Analysis, Fixed Income, Portfolio Management, Series 7, Wealth Management
Education
Franklin & Marshall College 1976 — 1980
Bachelor of Arts (B.A.), Government
Andrew Whitcomb, CFA's Morgan Stanley Experience 2006 - 2008
Job Finance, Acquisitions, and Corporate Development Professional
Industry Building Materials
Experience
Mohawk Industries, Dal-Tile 2012 - Present
Legacy Investments / Hyperion Oil & Gas 2010 - 2012
Brazos Private Equity Partners 2008 - 2010
Morgan Stanley 2006 - 2008
Skills
Corporate Finance, Mergers, Acquisitions, Private Equity, Corporate Development, Financial Analysis, Financial Modeling, Valuation, Due Diligence, Strategic Planning, Bloomberg, Energy, Spanish, Portuguese, Brazilian Portuguese, Aries, Financial Statement..., Investments, Mergers & Acquisitions, Finance, Strategy, Investment Banking, Portfolio Management
Education
Yale University 2003 — 2006
Bachelor of Arts (B.A.)
Fundación Universidad de las Américas, Puebla, A.C. 2005 — 2005
Semester in Puebla, Mexico
Mohawk Industries, Dal-Tile 2012 - Present
Legacy Investments / Hyperion Oil & Gas 2010 - 2012
Brazos Private Equity Partners 2008 - 2010
Morgan Stanley 2006 - 2008
Skills
Corporate Finance, Mergers, Acquisitions, Private Equity, Corporate Development, Financial Analysis, Financial Modeling, Valuation, Due Diligence, Strategic Planning, Bloomberg, Energy, Spanish, Portuguese, Brazilian Portuguese, Aries, Financial Statement..., Investments, Mergers & Acquisitions, Finance, Strategy, Investment Banking, Portfolio Management
Education
Yale University 2003 — 2006
Bachelor of Arts (B.A.)
Fundación Universidad de las Américas, Puebla, A.C. 2005 — 2005
Semester in Puebla, Mexico
Melissa Galinger's Morgan Stanley Experience January 2011 - Present
Job Director, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2011 - Present
Morgan Stanley September 2008 - Present
Huntington National Bank April 1998 - May 2008
Huntington National Bank November 2005 - May 2007
Huntington National Bank April 2005 - December 2005
Huntington National Bank September 2002 - April 2005
Huntington National Bank April 2000 - September 2002
Skills
Banking, Quality Assurance, Series 7, Interviews, Management, Training, Call Centers, Team Management, Sales, Call Center, Sourcing, Strategy, Customer Service, Recruiting, Retail, Employee Engagement, Process Improvement, Leadership, Financial Services
Education
The Ohio State University 1996 — 1998
Communication/Business
Franklin University
Human Resources Management
Morgan Stanley January 2011 - Present
Morgan Stanley September 2008 - Present
Huntington National Bank April 1998 - May 2008
Huntington National Bank November 2005 - May 2007
Huntington National Bank April 2005 - December 2005
Huntington National Bank September 2002 - April 2005
Huntington National Bank April 2000 - September 2002
Skills
Banking, Quality Assurance, Series 7, Interviews, Management, Training, Call Centers, Team Management, Sales, Call Center, Sourcing, Strategy, Customer Service, Recruiting, Retail, Employee Engagement, Process Improvement, Leadership, Financial Services
Education
The Ohio State University 1996 — 1998
Communication/Business
Franklin University
Human Resources Management
Jon Simonian's Morgan Stanley Experience February 2010 - May 2011
Job Finance Manager at Universal McCann
Industry Marketing and Advertising
Experience
Universal McCann May 2011 - October 2012
Morgan Stanley February 2010 - May 2011
Morgan Stanley August 2007 - November 2008
Lord Abbett May 2005 - August 2005
The First Tee of Metropolitan New York May 2004 - August 2004
The First Tee of Metropolitan New York March 2003 - August 2003
Education
Trinity College-Hartford 2003 — 2007
BS, Economics, Finance, Models & Data, Chinese
Fudan University 2006 — 2006
Economics, Mandarin
Universal McCann May 2011 - October 2012
Morgan Stanley February 2010 - May 2011
Morgan Stanley August 2007 - November 2008
Lord Abbett May 2005 - August 2005
The First Tee of Metropolitan New York May 2004 - August 2004
The First Tee of Metropolitan New York March 2003 - August 2003
Education
Trinity College-Hartford 2003 — 2007
BS, Economics, Finance, Models & Data, Chinese
Fudan University 2006 — 2006
Economics, Mandarin
Arvid Tchivzhel's Morgan Stanley Experience June 2007 - August 2007
Job Director at Mather Economics LLC
Industry Management Consulting
Experience
Mather Economics LLC March 2014 - Present
Mather Economics LLC March 2013 - March 2014
Mather Economics LLC April 2012 - March 2013
Mather Economics LLC December 2008 - April 2012
Morgan Stanley June 2007 - August 2007
Education
Furman University 2004 — 2008
BA
Pontificia Universidad Católica de Chile 2008 — 2008
Mather Economics LLC March 2014 - Present
Mather Economics LLC March 2013 - March 2014
Mather Economics LLC April 2012 - March 2013
Mather Economics LLC December 2008 - April 2012
Morgan Stanley June 2007 - August 2007
Education
Furman University 2004 — 2008
BA
Pontificia Universidad Católica de Chile 2008 — 2008
Alex Lou's Morgan Stanley Experience April 2008 - July 2013
Job Java Developer
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
J.P. Morgan August 2013 - August 2015
Morgan Stanley April 2008 - July 2013
eBay January 2006 - April 2008
IBM July 2005 - January 2006
Education
Fudan University 2006 — 2008
Master's degree, Computer Software Engineering
Fudan University 2001 — 2005
Bachelor's degree, Computer Software Engineering
J.P. Morgan August 2015 - Present
J.P. Morgan August 2013 - August 2015
Morgan Stanley April 2008 - July 2013
eBay January 2006 - April 2008
IBM July 2005 - January 2006
Education
Fudan University 2006 — 2008
Master's degree, Computer Software Engineering
Fudan University 2001 — 2005
Bachelor's degree, Computer Software Engineering
Jake Mannon's Morgan Stanley Experience 2004 - 2007
Job Divisional Vice President at SunAmerica Financial Group
Industry Financial Services
Experience
SunAmerica Financial Group September 2011 - Present
Prudential Financial December 2007 - August 2011
Morgan Stanley 2004 - 2007
Education
Frostburg State University 1999 — 2003
B.S., Finance Major, with Minor degree in Economics
Lenape High School 1996 — 1999
SunAmerica Financial Group September 2011 - Present
Prudential Financial December 2007 - August 2011
Morgan Stanley 2004 - 2007
Education
Frostburg State University 1999 — 2003
B.S., Finance Major, with Minor degree in Economics
Lenape High School 1996 — 1999
Margaret Ren's Morgan Stanley Experience 2008 - 2009
Job MBA Candidate at The Wharton School | Interested in Product Design & Development | Background in Marketing and Strategy
Industry Internet
Experience
Amazon June 2015 - August 2015
Dolby Laboratories 2012 - 2014
Levi Strauss & Co. 2010 - 2012
Morgan Stanley 2008 - 2009
Skills
Investment Banking, Finance, Mandarin, Microsoft Excel, PowerPoint, Microsoft Office, Cash Flow, Financial Statements, Microsoft Word, French, Modeling, Valuation, Accounting, DCF, Financial Modeling, Competitive Analysis, Business Intelligence, Online Research, Corporate Finance, M&A experience, Business Valuation, Capital Structure, Equity Valuation, Enterprise Valuation, Marketing Strategy, Marketing Budget, Market Planning, Analysis, Corporate Development, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2014 — 2016
University of Southern California - Marshall School of Business
Bachelor of Science, Business Administration, Concentration in Corporate Finance, magna cum laude
Fudan University
Certification, Chinese
Amazon June 2015 - August 2015
Dolby Laboratories 2012 - 2014
Levi Strauss & Co. 2010 - 2012
Morgan Stanley 2008 - 2009
Skills
Investment Banking, Finance, Mandarin, Microsoft Excel, PowerPoint, Microsoft Office, Cash Flow, Financial Statements, Microsoft Word, French, Modeling, Valuation, Accounting, DCF, Financial Modeling, Competitive Analysis, Business Intelligence, Online Research, Corporate Finance, M&A experience, Business Valuation, Capital Structure, Equity Valuation, Enterprise Valuation, Marketing Strategy, Marketing Budget, Market Planning, Analysis, Corporate Development, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2014 — 2016
University of Southern California - Marshall School of Business
Bachelor of Science, Business Administration, Concentration in Corporate Finance, magna cum laude
Fudan University
Certification, Chinese
Gair Betts's Morgan Stanley Experience 2005 - 2007
Job Director of Sales at RFA
Industry Information Technology and Services
Experience
RFA May 2015 - Present
Zerto January 2015 - April 2015
Zerto March 2014 - January 2015
Edge Technology Group March 2012 - March 2014
ULLINK, Inc. January 2011 - November 2011
Eze Castle Integration March 2007 - January 2011
Morgan Stanley 2005 - 2007
Browne Trading Company 2003 - 2005
Wyeth 1999 - 2003
Education
Franklin & Marshall College 1991 — 1995
BA, Political Science
Hotchkiss 1989 — 1991
RFA May 2015 - Present
Zerto January 2015 - April 2015
Zerto March 2014 - January 2015
Edge Technology Group March 2012 - March 2014
ULLINK, Inc. January 2011 - November 2011
Eze Castle Integration March 2007 - January 2011
Morgan Stanley 2005 - 2007
Browne Trading Company 2003 - 2005
Wyeth 1999 - 2003
Education
Franklin & Marshall College 1991 — 1995
BA, Political Science
Hotchkiss 1989 — 1991
Rich Almy's Morgan Stanley Experience September 2009 - Present
Job Vice President, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2009 - Present
Merrill Lynch January 2003 - August 2009
Education
Franklin & Marshall College 1989 — 1993
BA, Business
Morgan Stanley September 2009 - Present
Merrill Lynch January 2003 - August 2009
Education
Franklin & Marshall College 1989 — 1993
BA, Business
James Bragg's Morgan Stanley Experience 1989 - 1993
Job VP European Equity Sales at Kepler Cheuvreux
Industry Investment Banking
Experience
Kepler Capital Markets August 2006 - Present
Oddo Securities April 2004 - February 2006
Credit Lyonnais 2000 - 2004
BNP Paribas 1994 - 2000
Morgan Stanley 1989 - 1993
Education
Franklin & Marshall College
AB Government
New York Law School
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law, Cum Laude
Kepler Capital Markets August 2006 - Present
Oddo Securities April 2004 - February 2006
Credit Lyonnais 2000 - 2004
BNP Paribas 1994 - 2000
Morgan Stanley 1989 - 1993
Education
Franklin & Marshall College
AB Government
New York Law School
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law, Cum Laude
Tony Princ's Morgan Stanley Experience December 2007 - August 2008
Job Executive Director at Alternative Gifts International
Industry Nonprofit Organization Management
Experience
Alternative Gifts International March 2009 - Present
Morgan Stanley December 2007 - August 2008
AXA Advisors November 2006 - October 2007
Coca-Cola Enterprises November 1999 - June 2006
Wescon Products Co July 1995 - November 1999
Star Lumber Co (Maple) 1989 - 1995
Skills
Public Speaking, Fundraising, Event Planning, Microsoft Excel, Budgets
Education
Friends University
Master of Science, Quality Systems Management
Wichita State University
Bachelor of General Studies, Business, Economics, & Communications
Wichita State University
Bachelor of Science (B.S.), General Studies
Alternative Gifts International March 2009 - Present
Morgan Stanley December 2007 - August 2008
AXA Advisors November 2006 - October 2007
Coca-Cola Enterprises November 1999 - June 2006
Wescon Products Co July 1995 - November 1999
Star Lumber Co (Maple) 1989 - 1995
Skills
Public Speaking, Fundraising, Event Planning, Microsoft Excel, Budgets
Education
Friends University
Master of Science, Quality Systems Management
Wichita State University
Bachelor of General Studies, Business, Economics, & Communications
Wichita State University
Bachelor of Science (B.S.), General Studies
Jennifer Kish's Morgan Stanley Experience 1998 - 2004
Job Director of Marketing and Client Relations at 100 Mile Group, LLC
Industry Marketing and Advertising
Experience
100 Mile Group, LLC May 2009 - Present
UBS Private Wealth Management August 2006 - May 2009
Merrill Lynch 2004 - 2006
Morgan Stanley 1998 - 2004
Skills
Series 7, Series 63, Strategic Partnerships, Wealth Management, Strategic Planning, New Business Development
Education
Franklin & Marshall College 1990 — 1994
BA, Government and Spanish
100 Mile Group, LLC May 2009 - Present
UBS Private Wealth Management August 2006 - May 2009
Merrill Lynch 2004 - 2006
Morgan Stanley 1998 - 2004
Skills
Series 7, Series 63, Strategic Partnerships, Wealth Management, Strategic Planning, New Business Development
Education
Franklin & Marshall College 1990 — 1994
BA, Government and Spanish
Matt Hanna's Morgan Stanley Experience March 2004 - October 2006
Job Regional Vice President
Industry Financial Services
Experience
Invesco Ltd. March 2010 - Present
UBS October 2006 - March 2009
Morgan Stanley March 2004 - October 2006
Education
Frostburg State University 2000 — 2003
B.A., Business Administration
Invesco Ltd. March 2010 - Present
UBS October 2006 - March 2009
Morgan Stanley March 2004 - October 2006
Education
Frostburg State University 2000 — 2003
B.A., Business Administration
Jacob Myers's Morgan Stanley Experience April 2012 - Present
Job Middle Operations Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2012 - Present
Reznick Group January 2012 - September 2012
CBIZ August 2011 - November 2011
Zust Bachmeier International, Inc. March 2010 - August 2011
Broadridge Financial Solutions August 2009 - December 2009
BB&T May 2008 - April 2009
T. Rowe Price January 2005 - May 2008
T. Rowe Price 2002 - 2008
Skills
Financial Analysis, Mutual Funds, Investments, Process Improvement, Analysis, Employee Benefits, 401k, Managerial Finance, Account Reconciliation, Auditing, Accounts Payable, Asset Allocation, Management, Microsoft Office, Retirement
Education
University of Maryland University College 2008 — 2011
MBA, Business Administration
Frostburg State University 1998 — 2002
Bachelor of Science, Business Administration Finance
Morgan Stanley April 2012 - Present
Reznick Group January 2012 - September 2012
CBIZ August 2011 - November 2011
Zust Bachmeier International, Inc. March 2010 - August 2011
Broadridge Financial Solutions August 2009 - December 2009
BB&T May 2008 - April 2009
T. Rowe Price January 2005 - May 2008
T. Rowe Price 2002 - 2008
Skills
Financial Analysis, Mutual Funds, Investments, Process Improvement, Analysis, Employee Benefits, 401k, Managerial Finance, Account Reconciliation, Auditing, Accounts Payable, Asset Allocation, Management, Microsoft Office, Retirement
Education
University of Maryland University College 2008 — 2011
MBA, Business Administration
Frostburg State University 1998 — 2002
Bachelor of Science, Business Administration Finance
Wei-Tong Shu's Morgan Stanley Experience December 1991 - October 1992
Job Managing Director at ING
Industry Banking
Experience
ING February 2010 - Present
Bear Stearns April 1994 - June 2008
Goldman Sachs October 1992 - April 1994
Morgan Stanley December 1991 - October 1992
MIT June 1991 - December 1991
Institute for Advanced Study June 1990 - June 1991
Institut Des Hautes Etudes Scientifiques, France January 1990 - April 1990
Education
Princeton University 1986 — 1990
Ph. D, Mathematics
Fudan University 1980 — 1986
BA, Mathematics
ING February 2010 - Present
Bear Stearns April 1994 - June 2008
Goldman Sachs October 1992 - April 1994
Morgan Stanley December 1991 - October 1992
MIT June 1991 - December 1991
Institute for Advanced Study June 1990 - June 1991
Institut Des Hautes Etudes Scientifiques, France January 1990 - April 1990
Education
Princeton University 1986 — 1990
Ph. D, Mathematics
Fudan University 1980 — 1986
BA, Mathematics
Clarizza Benaraw's Morgan Stanley Experience September 1997 - October 2002
Job Accounts Receivable / Customer Service at Ballard & Tighe, Publishers
Industry Publishing
Experience
Ballard & Tighe, Publishers November 2004 - Present
Land Design Consultants, Inc. May 2004 - November 2004
PrideStaff October 2002 - May 2004
Morgan Stanley September 1997 - October 2002
Education
Fullerton College
Businness Administration
Ballard & Tighe, Publishers November 2004 - Present
Land Design Consultants, Inc. May 2004 - November 2004
PrideStaff October 2002 - May 2004
Morgan Stanley September 1997 - October 2002
Education
Fullerton College
Businness Administration
Sarah Thibault's Morgan Stanley Experience 1990 - November 2008
Job First Vice President / Investments Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott November 2008 - Present
Morgan Stanley 1990 - November 2008
Skills
Public Speaking, Strategic Planning, Leadership, Retirement Planning, Public Relations, Wealth Management, Mutual Funds, Series 7, Financial Services, Retirement, FINRA, Estate Planning, Financial Advisory, Asset Management, Strategic Financial..., 401k, Banking, Fixed Annuities, Trusts, Series 63, Investment Advisory, Long-term Care, Asset Allocation, Mergers & Acquisitions, Insurance, Financial Planners, Investments, Fundraising, Equities, Customer Service, Small Business, Risk Management, Due Diligence, Portfolio Management, Securities, Employee Benefits, Financial Analysis, Credit, Finance, Financial Planning
Education
Franklin & Marshall College 1974 — 1976
AB, History
Manheim Township High School 1965 — 1971
Janney Montgomery Scott November 2008 - Present
Morgan Stanley 1990 - November 2008
Skills
Public Speaking, Strategic Planning, Leadership, Retirement Planning, Public Relations, Wealth Management, Mutual Funds, Series 7, Financial Services, Retirement, FINRA, Estate Planning, Financial Advisory, Asset Management, Strategic Financial..., 401k, Banking, Fixed Annuities, Trusts, Series 63, Investment Advisory, Long-term Care, Asset Allocation, Mergers & Acquisitions, Insurance, Financial Planners, Investments, Fundraising, Equities, Customer Service, Small Business, Risk Management, Due Diligence, Portfolio Management, Securities, Employee Benefits, Financial Analysis, Credit, Finance, Financial Planning
Education
Franklin & Marshall College 1974 — 1976
AB, History
Manheim Township High School 1965 — 1971
Shiying (Brad) Si's Morgan Stanley Experience February 2010 - January 2011
Job Quantitative Risk Analyst
Industry Capital Markets
Experience
BNY Mellon September 2012 - Present
Nomura May 2011 - August 2012
Morgan Stanley February 2010 - January 2011
Skills
Quantitative Finance, Derivatives, Equities, FX Options, Valuation, Trading, Financial Risk, Commodity, Risk Management, Volatility, Bonds, Basel II, Counterparty Risk, Rates, Finance, Fixed Income, Credit, Market Risk, Monte Carlo Simulation, Options, Bloomberg, Credit Derivatives, Interest Rate...
Education
University of Tennessee-Knoxville 2003 — 2009
PhD
Fudan University
MS
Lanzhou University 1996 — 2000
BS
BNY Mellon September 2012 - Present
Nomura May 2011 - August 2012
Morgan Stanley February 2010 - January 2011
Skills
Quantitative Finance, Derivatives, Equities, FX Options, Valuation, Trading, Financial Risk, Commodity, Risk Management, Volatility, Bonds, Basel II, Counterparty Risk, Rates, Finance, Fixed Income, Credit, Market Risk, Monte Carlo Simulation, Options, Bloomberg, Credit Derivatives, Interest Rate...
Education
University of Tennessee-Knoxville 2003 — 2009
PhD
Fudan University
MS
Lanzhou University 1996 — 2000
BS
Stephen McTiernan's Morgan Stanley Experience December 2007 - January 2008
Job Manager Systems Design and Development at AIG
Industry Financial Services
Experience
AIG September 2012 - Present
AIG March 2011 - August 2012
AIG July 2010 - February 2011
AIG February 2008 - June 2010
Morgan Stanley December 2007 - January 2008
Morgan Stanley December 2006 - November 2007
Morgan Stanley December 2003 - November 2006
Morgan Stanley August 2001 - November 2003
Education
Franklin & Marshall College 1997 — 2001
Bachelor's degree, Business Administration and Management, General
AIG September 2012 - Present
AIG March 2011 - August 2012
AIG July 2010 - February 2011
AIG February 2008 - June 2010
Morgan Stanley December 2007 - January 2008
Morgan Stanley December 2006 - November 2007
Morgan Stanley December 2003 - November 2006
Morgan Stanley August 2001 - November 2003
Education
Franklin & Marshall College 1997 — 2001
Bachelor's degree, Business Administration and Management, General
Brian Orr's Morgan Stanley Experience July 1994 - Present
Job Sr. Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 1994 - Present
Morgan Stanley Wealth Management 1994 - 2013
Education
Furman University 1990 — 1994
Economics
Morgan Stanley July 1994 - Present
Morgan Stanley Wealth Management 1994 - 2013
Education
Furman University 1990 — 1994
Economics
Cézar de Faria's Morgan Stanley Experience January 2015 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley October 2014 - December 2014
Morgan Stanley July 2011 - October 2014
Morgan Stanley - Investment Banking March 2010 - July 2011
Espírito Santo Capital September 2007 - March 2010
Banco Alfa de Investimentos January 2006 - February 2007
Stratus Investimentos February 2005 - July 2005
Empresa Júnior FGV / The Junior Enterprise of FGV March 2002 - December 2002
Skills
Investments, Banking, Business Planning, Hedge Funds, Equities, Portfolio Management, Private Equity, Strategy, Mergers, Valuation, Financial Modeling, Emerging Markets, Corporate Finance, Investment Banking
Education
Fundação Getulio Vargas 2001 — 2005
Bachelor, Business Administration
Loyola University New Orleans 2004 — 2004
Exchange program, Economics and Business
Morgan Stanley January 2015 - Present
Morgan Stanley October 2014 - December 2014
Morgan Stanley July 2011 - October 2014
Morgan Stanley - Investment Banking March 2010 - July 2011
Espírito Santo Capital September 2007 - March 2010
Banco Alfa de Investimentos January 2006 - February 2007
Stratus Investimentos February 2005 - July 2005
Empresa Júnior FGV / The Junior Enterprise of FGV March 2002 - December 2002
Skills
Investments, Banking, Business Planning, Hedge Funds, Equities, Portfolio Management, Private Equity, Strategy, Mergers, Valuation, Financial Modeling, Emerging Markets, Corporate Finance, Investment Banking
Education
Fundação Getulio Vargas 2001 — 2005
Bachelor, Business Administration
Loyola University New Orleans 2004 — 2004
Exchange program, Economics and Business
Jake Kinstler's Morgan Stanley Experience June 2014 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2012 - June 2014
Goldman Sachs June 2011 - August 2011
Wells Fargo July 2008 - March 2011
NYC Department of Parks & Recreation June 2010 - July 2010
Education
Franklin & Marshall College 2008 — 2012
BA, Business, Organizations, and Society
DIS 2010 — 2010
BA, International Business
Morgan Stanley June 2014 - Present
Morgan Stanley June 2012 - June 2014
Goldman Sachs June 2011 - August 2011
Wells Fargo July 2008 - March 2011
NYC Department of Parks & Recreation June 2010 - July 2010
Education
Franklin & Marshall College 2008 — 2012
BA, Business, Organizations, and Society
DIS 2010 — 2010
BA, International Business
Jessey Jin's Morgan Stanley Experience June 2010 - August 2010
Job Senior Service Product Manager at Beckman Coulter (Danaher)
Industry Medical Devices
Experience
Beckman Coulter August 2014 - Present
Danaher Corporation August 2014 - Present
Danaher Corporation September 2011 - Present
Morgan Stanley June 2010 - August 2010
Baidu, Inc. May 2010 - June 2010
McKinsey & Company September 2006 - June 2009
Bain & Company June 2005 - September 2005
Skills
Business Strategy, Emerging Markets, Financial Modeling, Competitive Analysis, Management Consulting, Product Management, Product Marketing, Product Development, Market Analysis, Mergers & Acquisitions, Cross-functional Team..., Analytics, Strategy
Education
Harvard Business School 2009 — 2011
Master of Business Administration (M.B.A.)
Fudan University 2002 — 2006
Bachelor's Degree, International Finance
Beckman Coulter August 2014 - Present
Danaher Corporation August 2014 - Present
Danaher Corporation September 2011 - Present
Morgan Stanley June 2010 - August 2010
Baidu, Inc. May 2010 - June 2010
McKinsey & Company September 2006 - June 2009
Bain & Company June 2005 - September 2005
Skills
Business Strategy, Emerging Markets, Financial Modeling, Competitive Analysis, Management Consulting, Product Management, Product Marketing, Product Development, Market Analysis, Mergers & Acquisitions, Cross-functional Team..., Analytics, Strategy
Education
Harvard Business School 2009 — 2011
Master of Business Administration (M.B.A.)
Fudan University 2002 — 2006
Bachelor's Degree, International Finance
Grace Wit's Morgan Stanley Experience March 2005 - May 2006
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2013 - Present
Dharma Kitchen January 2012 - January 2013
Fidelity Investments December 2010 - December 2011
Fidelity Investments June 2007 - December 2010
Fifth Third Bank July 2006 - June 2007
Morgan Stanley March 2005 - May 2006
Skills
Microsoft Excel, Microsoft Office, Insurance, Finance, Manage client..., Client Liaison, Annuity Sales, Equity Trading, Bonds, Salesforce.com, Banking, Mortgage Industry, Money Management
Education
Franklin University
B.S., Computer Science
Wells Fargo Advisors, LLC February 2013 - Present
Dharma Kitchen January 2012 - January 2013
Fidelity Investments December 2010 - December 2011
Fidelity Investments June 2007 - December 2010
Fifth Third Bank July 2006 - June 2007
Morgan Stanley March 2005 - May 2006
Skills
Microsoft Excel, Microsoft Office, Insurance, Finance, Manage client..., Client Liaison, Annuity Sales, Equity Trading, Bonds, Salesforce.com, Banking, Mortgage Industry, Money Management
Education
Franklin University
B.S., Computer Science
Joshua Carmody's Morgan Stanley Experience July 2003 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2003 - Present
UMS Group 1999 - 2003
Skills
Business Strategy, Business Analysis, Business Process..., Equities, Management Consulting, Financial Modeling, Analytics, Consulting, Data Warehousing, Derivatives, Microsoft Excel, Financial Risk, Key Performance..., Project Management, New Business Development, Outsourcing, Quantitative Research, Strategic Planning, Mergers & Acquisitions, Financial Services, Analysis, Strategy, Risk Management
Education
Franklin & Marshall College 1995 — 1998
Bachelor of Arts (BA), Industrial and Organizational Psychology
Burr and Burton 1991 — 1994
Morgan Stanley July 2003 - Present
UMS Group 1999 - 2003
Skills
Business Strategy, Business Analysis, Business Process..., Equities, Management Consulting, Financial Modeling, Analytics, Consulting, Data Warehousing, Derivatives, Microsoft Excel, Financial Risk, Key Performance..., Project Management, New Business Development, Outsourcing, Quantitative Research, Strategic Planning, Mergers & Acquisitions, Financial Services, Analysis, Strategy, Risk Management
Education
Franklin & Marshall College 1995 — 1998
Bachelor of Arts (BA), Industrial and Organizational Psychology
Burr and Burton 1991 — 1994
Kanna Ravikulachandran's Morgan Stanley Experience June 2006 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2006 - Present
Education
Franklin & Marshall College 2002 — 2006
BA, Finance
Morgan Stanley June 2006 - Present
Education
Franklin & Marshall College 2002 — 2006
BA, Finance
Chong Liu's Morgan Stanley Experience June 2012 - July 2015
Job Quantitative Analyst at Morgan Stanley
Industry Banking
Experience
J.P. Morgan July 2015 - Present
Morgan Stanley June 2012 - July 2015
Industrial Bank Co., Ltd. July 2009 - April 2010
Skills
proficient in..., Matlab and Mathematica, Matlab, Mathematica, C++, LaTeX, Quantitative Finance, C, Java, VBA, R, Financial Markets, Monte Carlo Simulation
Education
University of Pennsylvania 2010 — 2012
master, applied mathematics
Fudan University 2006 — 2010
Bechelor, mathematics
J.P. Morgan July 2015 - Present
Morgan Stanley June 2012 - July 2015
Industrial Bank Co., Ltd. July 2009 - April 2010
Skills
proficient in..., Matlab and Mathematica, Matlab, Mathematica, C++, LaTeX, Quantitative Finance, C, Java, VBA, R, Financial Markets, Monte Carlo Simulation
Education
University of Pennsylvania 2010 — 2012
master, applied mathematics
Fudan University 2006 — 2010
Bechelor, mathematics
Stephen Colalillo's Morgan Stanley Experience June 2014 - Present
Job Senior Research Associate at Morgan Stanley, Oil and Gas E&P Sector
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Robert W. Baird & Co. July 2013 - June 2014
Oppenheimer & Co. March 2013 - August 2013
StepStone Group September 2012 - March 2013
Caris & Company December 2011 - August 2012
Skills
Natural Gas, Financial Modeling, Financial Analysis, Investments, Equities, Equity Research, Due Diligence, Bloomberg, Microsoft Excel, Oil/Gas, Equity Valuation, Strategic Planning, Accounting
Education
Franklin & Marshall College 2007 — 2011
Bachelor of Arts (BA), Business
Morgan Stanley June 2014 - Present
Robert W. Baird & Co. July 2013 - June 2014
Oppenheimer & Co. March 2013 - August 2013
StepStone Group September 2012 - March 2013
Caris & Company December 2011 - August 2012
Skills
Natural Gas, Financial Modeling, Financial Analysis, Investments, Equities, Equity Research, Due Diligence, Bloomberg, Microsoft Excel, Oil/Gas, Equity Valuation, Strategic Planning, Accounting
Education
Franklin & Marshall College 2007 — 2011
Bachelor of Arts (BA), Business
Peter Czarnocha, J.D.'s Morgan Stanley Experience June 2013 - August 2013
Job AML Compliance Associate at Goldman Sachs (CSSG)
Industry Financial Services
Experience
Goldman Sachs August 2013 - Present
Morgan Stanley June 2013 - August 2013
AXA Equitable January 2013 - June 2013
Del Mar Asset Management, L.P. September 2012 - January 2013
Skills
Legal Research, Legal Writing, Litigation, International Law, Appeals, Westlaw, Civil Litigation, Microsoft Office, Intellectual Property, Public Speaking, Courts, Criminal Law, Editing, Mediation, Trade Compliance, Legal Compliance, Contract Negotiation, Contract Management, Contractual Agreements, Market Research, Insider Trading, Hedge Funds, Securities Regulation, Bloomberg, Securities, Derivatives, AML, FINRA, Anti Money Laundering, Microsoft Excel, PowerPoint, Leadership
Education
New York Law School 2009 — 2012
J.D.
Franklin & Marshall College 2003 — 2007
B.A., Political Science and Government
Holmdel High School 1999 — 2003
Holmdel High School
Goldman Sachs August 2013 - Present
Morgan Stanley June 2013 - August 2013
AXA Equitable January 2013 - June 2013
Del Mar Asset Management, L.P. September 2012 - January 2013
Skills
Legal Research, Legal Writing, Litigation, International Law, Appeals, Westlaw, Civil Litigation, Microsoft Office, Intellectual Property, Public Speaking, Courts, Criminal Law, Editing, Mediation, Trade Compliance, Legal Compliance, Contract Negotiation, Contract Management, Contractual Agreements, Market Research, Insider Trading, Hedge Funds, Securities Regulation, Bloomberg, Securities, Derivatives, AML, FINRA, Anti Money Laundering, Microsoft Excel, PowerPoint, Leadership
Education
New York Law School 2009 — 2012
J.D.
Franklin & Marshall College 2003 — 2007
B.A., Political Science and Government
Holmdel High School 1999 — 2003
Holmdel High School
Erin Beattie's Morgan Stanley Experience June 2011 - Present
Job Project Manager Legal and Regulatory IT Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2011 - Present
Morgan Stanley March 2009 - June 2011
Morgan Stanley 2006 - 2009
Better Business Bureau of Metro New York 2005 - 2006
New York County District Attorney's Office 2003 - 2005
Skills
Risk Management
Education
Franklin & Marshall College 1999 — 2003
Political Science
Morgan Stanley June 2011 - Present
Morgan Stanley March 2009 - June 2011
Morgan Stanley 2006 - 2009
Better Business Bureau of Metro New York 2005 - 2006
New York County District Attorney's Office 2003 - 2005
Skills
Risk Management
Education
Franklin & Marshall College 1999 — 2003
Political Science
Bing Lai's Morgan Stanley Experience June 2004 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley June 2004 - Present
Bloomberg June 2002 - June 2004
Education
New York University 2000 — 2002
MS, Computer Science
Fudan University
Morgan Stanley June 2004 - Present
Bloomberg June 2002 - June 2004
Education
New York University 2000 — 2002
MS, Computer Science
Fudan University
Victor Zuniga Jr.'s Morgan Stanley Experience February 2003 - July 2004
Job Accounting Professional
Industry Accounting
Experience
Eleganza Tiles November 2010 - Present
Day Construction December 2006 - September 2010
Marblex July 2004 - November 2006
Morgan Stanley February 2003 - July 2004
La Fitness International January 1998 - November 2002
Forever Living Products June 1995 - November 1997
Education
Fullerton College
Eleganza Tiles November 2010 - Present
Day Construction December 2006 - September 2010
Marblex July 2004 - November 2006
Morgan Stanley February 2003 - July 2004
La Fitness International January 1998 - November 2002
Forever Living Products June 1995 - November 1997
Education
Fullerton College
Jean Chao's Morgan Stanley Experience June 1998 - May 2000
Job financial professional
Industry Automotive
Experience
KPMG May 2000 - May 2010
Morgan Stanley June 1998 - May 2000
Education
Northwestern University 2001 — 2003
Master of Science (MS), Management Information Systems, General
Fudan University 1994 — 1998
Bachelor
Shanghai Jiao Tong University
Phd
KPMG May 2000 - May 2010
Morgan Stanley June 1998 - May 2000
Education
Northwestern University 2001 — 2003
Master of Science (MS), Management Information Systems, General
Fudan University 1994 — 1998
Bachelor
Shanghai Jiao Tong University
Phd
George Zhigang Ruan's Morgan Stanley Experience September 2012 - August 2014
Job Software Development Professional
Industry Capital Markets
Experience
Bloomberg LP September 2014 - Present
Morgan Stanley September 2012 - August 2014
Citi September 2011 - September 2012
RIM March 2004 - July 2011
Innovance Networks November 2000 - October 2003
Nortel Networks January 2000 - October 2000
GDNT July 1995 - November 1999
Skills
Java, C++, Perl, Object Oriented Design, Design Patterns, Unix, Distributed Systems, Mobile Applications, Agile Methodologies, Test Automation, TCP/IP, Java Enterprise Edition, Scala, Functional Programming, C, J2SE, J2EE, Windows Mobile, Blackberry, Mobile Devices, Software Development, Oracle, Integration, Architectures, Telecommunications, Spring, Multithreading, Spring Framework
Education
Chinese Academy of Sciences 1992 — 1995
Master, Electronic Engineering
Fudan University 1988 — 1992
Bachelor, Electronic Engineering
Bloomberg LP September 2014 - Present
Morgan Stanley September 2012 - August 2014
Citi September 2011 - September 2012
RIM March 2004 - July 2011
Innovance Networks November 2000 - October 2003
Nortel Networks January 2000 - October 2000
GDNT July 1995 - November 1999
Skills
Java, C++, Perl, Object Oriented Design, Design Patterns, Unix, Distributed Systems, Mobile Applications, Agile Methodologies, Test Automation, TCP/IP, Java Enterprise Edition, Scala, Functional Programming, C, J2SE, J2EE, Windows Mobile, Blackberry, Mobile Devices, Software Development, Oracle, Integration, Architectures, Telecommunications, Spring, Multithreading, Spring Framework
Education
Chinese Academy of Sciences 1992 — 1995
Master, Electronic Engineering
Fudan University 1988 — 1992
Bachelor, Electronic Engineering
Tingting Zhang's Morgan Stanley Experience July 2011 - August 2011
Job Software Engineer at eBay Inc
Industry Information Technology and Services
Experience
eBay Inc July 2014 - Present
University of Washington October 2013 - June 2014
Cobalt 2014 - 2014
eBay Inc June 2013 - September 2013
Dow Chemical February 2011 - December 2011
Morgan Stanley July 2011 - August 2011
Microsoft December 2010 - February 2011
Education
University of Washington 2012 — 2014
Master of Science in Information Management, Information Technology
Fudan University 2008 — 2012
Bachelor's degree, Software Engineering
University College Dublin 2009 — 2012
Bachelor's degree, Computer Science
eBay Inc July 2014 - Present
University of Washington October 2013 - June 2014
Cobalt 2014 - 2014
eBay Inc June 2013 - September 2013
Dow Chemical February 2011 - December 2011
Morgan Stanley July 2011 - August 2011
Microsoft December 2010 - February 2011
Education
University of Washington 2012 — 2014
Master of Science in Information Management, Information Technology
Fudan University 2008 — 2012
Bachelor's degree, Software Engineering
University College Dublin 2009 — 2012
Bachelor's degree, Computer Science
Jack Tao's Morgan Stanley Experience August 2008 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2008 - Present
Education
Fudan University
Morgan Stanley August 2008 - Present
Education
Fudan University
Kimberly Eckels's Morgan Stanley Experience January 2014 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley June 2008 - December 2013
UBS November 2000 - June 2008
Skills
Portfolio Management, Project Management, Series 99, Financial Risk, Settlement, Risk Management
Education
Penn State University 1997 — 1999
Bachelor of Science (BS), Health Policy and Administration (HPA)
Franklin & Marshall College 1995 — 1997
Morgan Stanley January 2014 - Present
Morgan Stanley June 2008 - December 2013
UBS November 2000 - June 2008
Skills
Portfolio Management, Project Management, Series 99, Financial Risk, Settlement, Risk Management
Education
Penn State University 1997 — 1999
Bachelor of Science (BS), Health Policy and Administration (HPA)
Franklin & Marshall College 1995 — 1997
Douglas Riffle's Morgan Stanley Experience August 2014 - July 2015
Job Supervisory Officer at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2015 - Present
Morgan Stanley August 2014 - July 2015
Morgan Stanley August 2012 - August 2014
Skills
Financial Accounting, Leadership, Management, Finance, Analysis, Process Improvement, Public Speaking, Strategic Planning, Team Leadership, Series 7, Series 63, Series 9, Series 10
Education
Franklin University 2010 — 2012
Bachelor of Science (BS), Accounting
JPMorgan Chase & Co. July 2015 - Present
Morgan Stanley August 2014 - July 2015
Morgan Stanley August 2012 - August 2014
Skills
Financial Accounting, Leadership, Management, Finance, Analysis, Process Improvement, Public Speaking, Strategic Planning, Team Leadership, Series 7, Series 63, Series 9, Series 10
Education
Franklin University 2010 — 2012
Bachelor of Science (BS), Accounting
Samsam Abdihakim's Morgan Stanley Experience December 2010 - Present
Job Sr Web Specialist Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2010 - Present
JPMorgan Chase July 2009 - December 2010
Value services June 2007 - March 2009
Skills
Banking, Access, Portfolio Management, Finance, Credit, Loans, Forecasting, Business Analysis, Quality Assurance, Microsoft Office, Customer Service, Technical Support, Auditing, Budgets, Management, Risk Management, Training
Education
Franklin University 2010 — 2012
Bachelor of Science (B.S.), Accounting and business administration, 3.0
Morgan Stanley December 2010 - Present
JPMorgan Chase July 2009 - December 2010
Value services June 2007 - March 2009
Skills
Banking, Access, Portfolio Management, Finance, Credit, Loans, Forecasting, Business Analysis, Quality Assurance, Microsoft Office, Customer Service, Technical Support, Auditing, Budgets, Management, Risk Management, Training
Education
Franklin University 2010 — 2012
Bachelor of Science (B.S.), Accounting and business administration, 3.0
Kenroy Palmer's Morgan Stanley Experience September 2014 - December 2014
Job Fund Accountant at Citi
Industry Financial Services
Experience
Citi December 2014 - Present
JPMorgan Chase September 2012 - Present
Morgan Stanley September 2014 - December 2014
Skills
Financial Analysis, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Data Entry
Education
Franklin University 2012 — 2014
Bachelor of Science (B.S.), Finance and Financial Management Services
Hocking College 2007 — 2009
Associate's degree, Business Administration and Management, General
Holmwood Technical High
Citi December 2014 - Present
JPMorgan Chase September 2012 - Present
Morgan Stanley September 2014 - December 2014
Skills
Financial Analysis, Microsoft Word, Microsoft Excel, PowerPoint, Customer Service, Data Entry
Education
Franklin University 2012 — 2014
Bachelor of Science (B.S.), Finance and Financial Management Services
Hocking College 2007 — 2009
Associate's degree, Business Administration and Management, General
Holmwood Technical High
John Hollett's Morgan Stanley Experience June 1997 - June 2001
Job
Industry
Experience
Selma Unified 2003 - Present
Farmers Insurance June 2001 - January 2002
Morgan Stanley June 1997 - June 2001
Skills
Customer Service, PowerPoint, Outlook, Research, Windows, Microsoft Excel, Teaching, Microsoft Word, English, Microsoft Office
Education
Fresno City College 1991 — 2004
Westmont College 1994 — 1996
Bachelor of Arts (B.A.), Business/Managerial Economics
Selma Unified 2003 - Present
Farmers Insurance June 2001 - January 2002
Morgan Stanley June 1997 - June 2001
Skills
Customer Service, PowerPoint, Outlook, Research, Windows, Microsoft Excel, Teaching, Microsoft Word, English, Microsoft Office
Education
Fresno City College 1991 — 2004
Westmont College 1994 — 1996
Bachelor of Arts (B.A.), Business/Managerial Economics
K. Elizabeth Nelms's Morgan Stanley Experience March 2014 - Present
Job Temporary at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Brightworks Wealth Management May 2013 - August 2013
Marble Slab Creamery May 2009 - August 2013
Merryweather Post Pavilion May 2009 - September 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, LPL BranchNet, Microsoft Access, Excellent written and...
Education
Frostburg State University 2010 — 2013
Bachelor of Science (BS), Law & Society and Finance
Atholton High School 2007 — 2010
High School Diploma
Morgan Stanley March 2014 - Present
Brightworks Wealth Management May 2013 - August 2013
Marble Slab Creamery May 2009 - August 2013
Merryweather Post Pavilion May 2009 - September 2009
Skills
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, LPL BranchNet, Microsoft Access, Excellent written and...
Education
Frostburg State University 2010 — 2013
Bachelor of Science (BS), Law & Society and Finance
Atholton High School 2007 — 2010
High School Diploma
Molly Norton's Morgan Stanley Experience
Job Associate, Technology Recruiter at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Skills
Alternative Investments, Analysis, Business Analysis, Data Analysis, Equities, Financial Modeling, Human Resource..., Human Resources, Management, SDLC, Sales, Social Networking, Strategic Human..., Technical Recruiting, Vendor Management
Education
Franklin & Marshall College 2007 — 2011
Business, Business
Academy of Notre Dame de Namur
Morgan Stanley
Skills
Alternative Investments, Analysis, Business Analysis, Data Analysis, Equities, Financial Modeling, Human Resource..., Human Resources, Management, SDLC, Sales, Social Networking, Strategic Human..., Technical Recruiting, Vendor Management
Education
Franklin & Marshall College 2007 — 2011
Business, Business
Academy of Notre Dame de Namur
Bryan Reinholz's Morgan Stanley Experience September 2014 - February 2015
Job at
Industry Financial Services
Experience
Citi February 2015 - Present
Morgan Stanley September 2014 - February 2015
Nationwide Insurance January 2014 - September 2014
Chipotle Mexican Grill February 2013 - January 2014
US Army August 2009 - December 2012
FirstMerit Bank May 2002 - December 2008
Education
Franklin University 2014 — 2015
Finance and Financial Management Services
Citi February 2015 - Present
Morgan Stanley September 2014 - February 2015
Nationwide Insurance January 2014 - September 2014
Chipotle Mexican Grill February 2013 - January 2014
US Army August 2009 - December 2012
FirstMerit Bank May 2002 - December 2008
Education
Franklin University 2014 — 2015
Finance and Financial Management Services
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS