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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Morgan Stanley Employees
Employee
Years
Job
Industry
Jacqueline Lewandowski Jacqueline Lewandowski's Morgan Stanley Experience June 2015 - Present
Job Institute for Sustainable Investing
Industry Research
Experience
Morgan Stanley June 2015 - Present
Skills
Latin, SharePoint, Digital Media, Database Administration, Data Analysis, Project Coordination, Information Resources..., Event Planning, Library Management, Research Funding, Financial Reporting, Intellectual Property, Research, Archaeology, Polish, Ancient Greek, Editing, HTML, Fundraising, Microsoft Office, Cognos, Publishing, Proposal Writing, Nonprofits, Policy Analysis
Education
Georgetown University 2011 — 2013
Master of Arts (M.A.)
Georgetown University- Walsh School of Foreign Service 2012 — 2013
Karl Landegger International Business Diplomacy Honors Certificate
The Graduate Institute Geneva 2012 — 2012
Wellesley College 2005 — 2009
Bachelor of Arts
Intercollegiate Center for Classical Studies, Rome 2007 — 2007
Morgan Stanley June 2015 - Present
Skills
Latin, SharePoint, Digital Media, Database Administration, Data Analysis, Project Coordination, Information Resources..., Event Planning, Library Management, Research Funding, Financial Reporting, Intellectual Property, Research, Archaeology, Polish, Ancient Greek, Editing, HTML, Fundraising, Microsoft Office, Cognos, Publishing, Proposal Writing, Nonprofits, Policy Analysis
Education
Georgetown University 2011 — 2013
Master of Arts (M.A.)
Georgetown University- Walsh School of Foreign Service 2012 — 2013
Karl Landegger International Business Diplomacy Honors Certificate
The Graduate Institute Geneva 2012 — 2012
Wellesley College 2005 — 2009
Bachelor of Arts
Intercollegiate Center for Classical Studies, Rome 2007 — 2007
Charles Kim Charles Kim's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Georgetown University Student Investment Fund September 2011 - December 2014
Morgan Stanley June 2014 - August 2014
American National Red Cross October 2012 - December 2013
PNC Capital Markets June 2013 - August 2013
Education
Georgetown University 2011 — 2015
B.S. in Business Administration, Finance
La Canada High School 2007 — 2011
Morgan Stanley June 2015 - Present
Georgetown University Student Investment Fund September 2011 - December 2014
Morgan Stanley June 2014 - August 2014
American National Red Cross October 2012 - December 2013
PNC Capital Markets June 2013 - August 2013
Education
Georgetown University 2011 — 2015
B.S. in Business Administration, Finance
La Canada High School 2007 — 2011
Mark Wicker Mark Wicker's Morgan Stanley Experience 2000 - 2001
Job Product Manager
Industry Internet
Experience
General Assembly 2015 - Present
Autodesk 2011 - 2015
Autodesk 2007 - 2011
Autodesk 2002 - 2007
Morgan Stanley 2000 - 2001
Skills
Project Management, Strategy, Program Management, Software Project..., Agile Methodologies, SaaS, Agile Project Management, Scrum, Data Warehousing, Cloud Computing, SDLC, Analysis, Integration, Software Development, Enterprise Software, Business Intelligence, Wireframes, Storyboarding, Data Analysis, Market Sizing, Social Media Marketing, Product Management, Vendor Management, Management
Education
University of California, Davis - Graduate School of Management 2003 — 2006
MBA, MBA
General Assembly
Product Management
University of California, Santa Barbara
Bachelor of Arts (B.A.)
General Assembly 2015 - Present
Autodesk 2011 - 2015
Autodesk 2007 - 2011
Autodesk 2002 - 2007
Morgan Stanley 2000 - 2001
Skills
Project Management, Strategy, Program Management, Software Project..., Agile Methodologies, SaaS, Agile Project Management, Scrum, Data Warehousing, Cloud Computing, SDLC, Analysis, Integration, Software Development, Enterprise Software, Business Intelligence, Wireframes, Storyboarding, Data Analysis, Market Sizing, Social Media Marketing, Product Management, Vendor Management, Management
Education
University of California, Davis - Graduate School of Management 2003 — 2006
MBA, MBA
General Assembly
Product Management
University of California, Santa Barbara
Bachelor of Arts (B.A.)
Anthony DiGirolamo Anthony DiGirolamo's Morgan Stanley Experience January 2013 - Present
Job Vice President CVA Trading at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley June 2011 - January 2013
Morgan Stanley November 2009 - June 2011
PwC September 2008 - November 2009
Skills
Structured Finance, Securitization, Trading, Credit, Fixed Income, Valuation, Derivatives, Portfolio Management, Series 7, Series 63
Education
Georgetown University 2004 — 2008
Bachelor's Degree, Accounting and Finance, A
Morgan Stanley January 2013 - Present
Morgan Stanley June 2011 - January 2013
Morgan Stanley November 2009 - June 2011
PwC September 2008 - November 2009
Skills
Structured Finance, Securitization, Trading, Credit, Fixed Income, Valuation, Derivatives, Portfolio Management, Series 7, Series 63
Education
Georgetown University 2004 — 2008
Bachelor's Degree, Accounting and Finance, A
Bruce Thomas Bruce Thomas's Morgan Stanley Experience June 2009 - August 2009
Job Office Of Hakeem Jeffries NY08 at U.S. House of Representatives
Industry Government Relations
Experience
U.S. House of Representatives December 2013 - Present
Randstad Finance & Accounting June 2013 - October 2013
Georgetown University May 2011 - May 2013
Georgetown University Admissions February 2011 - May 2013
Georgetown University Intramurals September 2010 - September 2012
Hoya Blue September 2011 - May 2012
U.S. House of Representatives June 2011 - August 2011
Georgetown Center for Social Justice September 2010 - January 2011
Morgan Stanley June 2009 - August 2009
Skills
International Relations, Public Speaking, Microsoft Office, Government, Recruiting, Politics, French, Social Media, Nonprofits, Fundraising, Interviews, Screening Resumes, Resume Writing, Event Planning, Leadership, SPSS, Community Outreach
Education
Georgetown University 2009 — 2013
Bachelor of Science in Foreign Service (BSFS), International Politics: Foreign Policy and Processes
The Hotchkiss School 2005 — 2009
School Year Abroad, France 2007 — 2008
French Language, Society, Politics and Culture
U.S. House of Representatives December 2013 - Present
Randstad Finance & Accounting June 2013 - October 2013
Georgetown University May 2011 - May 2013
Georgetown University Admissions February 2011 - May 2013
Georgetown University Intramurals September 2010 - September 2012
Hoya Blue September 2011 - May 2012
U.S. House of Representatives June 2011 - August 2011
Georgetown Center for Social Justice September 2010 - January 2011
Morgan Stanley June 2009 - August 2009
Skills
International Relations, Public Speaking, Microsoft Office, Government, Recruiting, Politics, French, Social Media, Nonprofits, Fundraising, Interviews, Screening Resumes, Resume Writing, Event Planning, Leadership, SPSS, Community Outreach
Education
Georgetown University 2009 — 2013
Bachelor of Science in Foreign Service (BSFS), International Politics: Foreign Policy and Processes
The Hotchkiss School 2005 — 2009
School Year Abroad, France 2007 — 2008
French Language, Society, Politics and Culture
Janelle Hofeditz Janelle Hofeditz's Morgan Stanley Experience 1998 - 2000
Job Director of Marketing at Standard Pacific Capital
Industry Investment Management
Experience
Standard Pacific Capital 2003 - Present
Russell Reynolds Associates 2000 - 2002
Morgan Stanley 1998 - 2000
Skills
Investments, Hedge Funds, Alternative Investments, Asset Management, Equities, Private Equity, Capital Markets, Brand Architecture, Asset Managment, Financial Modeling, Portfolio Management, Investor Relations, Fund Of Funds, Investment Banking
Education
Northwestern University - Kellogg School of Management 1997 — 1998
MBA, Finance
Georgetown University 1990 — 1994
BS, Finance and Marketing
Standard Pacific Capital 2003 - Present
Russell Reynolds Associates 2000 - 2002
Morgan Stanley 1998 - 2000
Skills
Investments, Hedge Funds, Alternative Investments, Asset Management, Equities, Private Equity, Capital Markets, Brand Architecture, Asset Managment, Financial Modeling, Portfolio Management, Investor Relations, Fund Of Funds, Investment Banking
Education
Northwestern University - Kellogg School of Management 1997 — 1998
MBA, Finance
Georgetown University 1990 — 1994
BS, Finance and Marketing
Patrick Reagan Patrick Reagan's Morgan Stanley Experience July 2009 - March 2012
Job Investment Manager at Greenbriar Financial Services, Inc.
Industry Financial Services
Experience
Greenbriar Financial Services, Inc. Financial AdvisorMerrill LynchMarch 2012 - May 2013
Morgan Stanley July 2009 - March 2012
Ameriprise Financial Services, Inc. January 2003 - July 2009
Skills
Portfolio Management, Investment Strategies, Strategic Financial..., Insurance, Stocks, Financial Services
Education
George Mason University
Economics
Greenbriar Financial Services, Inc. Financial AdvisorMerrill LynchMarch 2012 - May 2013
Morgan Stanley July 2009 - March 2012
Ameriprise Financial Services, Inc. January 2003 - July 2009
Skills
Portfolio Management, Investment Strategies, Strategic Financial..., Insurance, Stocks, Financial Services
Education
George Mason University
Economics
Thomas Wigg Thomas Wigg's Morgan Stanley Experience October 2009 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2009 - Present
Deutsche Bank 2005 - 2009
Skills
Equities, Capital Markets, Valuation, Investments, Investment Banking
Education
Georgetown University
BA, English, Government
Morgan Stanley October 2009 - Present
Deutsche Bank 2005 - 2009
Skills
Equities, Capital Markets, Valuation, Investments, Investment Banking
Education
Georgetown University
BA, English, Government
Caroline Bal Caroline Bal's Morgan Stanley Experience 2012 - 2014
Job Associate at New Mountain Capital
Industry Financial Services
Experience
New Mountain Capital February 2015 - Present
Welsh, Carson, Anderson & Stowe February 2014 - February 2015
Morgan Stanley 2012 - 2014
Summer Analyst June 2011 - August 2011
Edun Americas Inc., Division of LVMH June 2010 - August 2010
Skills
Alternative Investments, Private Equity, Series 7, Series 63, Hedge Funds
Education
Georgetown University 2008 — 2012
Bachelor of Arts (B.A.), English
New Mountain Capital February 2015 - Present
Welsh, Carson, Anderson & Stowe February 2014 - February 2015
Morgan Stanley 2012 - 2014
Summer Analyst June 2011 - August 2011
Edun Americas Inc., Division of LVMH June 2010 - August 2010
Skills
Alternative Investments, Private Equity, Series 7, Series 63, Hedge Funds
Education
Georgetown University 2008 — 2012
Bachelor of Arts (B.A.), English
Hannah Frazier Hannah Frazier's Morgan Stanley Experience May 2013 - January 2014
Job Human Resources Administrator at Red Ventures
Industry Human Resources
Experience
Red Ventures July 2014 - Present
George Mason University January 2014 - May 2014
Morgan Stanley May 2013 - January 2014
Alpha Omicron Pi Gamma Alpha Chapter November 2012 - December 2013
Belle Mode Intimates August 2012 - May 2013
McDonald's Corporation March 2009 - May 2010
Skills
Human Resources, Employee Relations, Problem Solving, Conflict Management, Ethical, Discrete, Multi Tasking, Adaptability, Time Management, Organized, Close Attention to..., Scheduling Management, Teamwork, Social Networking, Goal Oriented, Marketing, Customer Service, Inventory Management, Microsoft Office, Data Entry, Outlook, PowerPoint, Microsoft Word
Education
George Mason University 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General, Senior
George Mason University - School of Management 2010 — 2014
Bachelor of Science (B.S.), Management, Senior
Red Ventures July 2014 - Present
George Mason University January 2014 - May 2014
Morgan Stanley May 2013 - January 2014
Alpha Omicron Pi Gamma Alpha Chapter November 2012 - December 2013
Belle Mode Intimates August 2012 - May 2013
McDonald's Corporation March 2009 - May 2010
Skills
Human Resources, Employee Relations, Problem Solving, Conflict Management, Ethical, Discrete, Multi Tasking, Adaptability, Time Management, Organized, Close Attention to..., Scheduling Management, Teamwork, Social Networking, Goal Oriented, Marketing, Customer Service, Inventory Management, Microsoft Office, Data Entry, Outlook, PowerPoint, Microsoft Word
Education
George Mason University 2010 — 2014
Bachelor of Science (B.S.), Business Administration and Management, General, Senior
George Mason University - School of Management 2010 — 2014
Bachelor of Science (B.S.), Management, Senior
Karissa Nanetta Karissa Nanetta's Morgan Stanley Experience March 2008 - May 2008
Job Kiva Zip Fellow at Kiva
Industry Financial Services
Experience
Ernst & Young October 2011 - Present
Kiva.org January 2015 - June 2015
Zidisha Inc. August 2014 - January 2015
Citi May 2010 - August 2010
Morgan Stanley March 2008 - May 2008
Skills
Machine Learning, Data Science, Python, Management Consulting, Microfinance, Social Entrepreneurship, Financial Analysis, Leadership, Analysis, Project Management, Management, Microsoft Excel, Valuation, Corporate Finance, Accounting, Consulting, Financial Advisory, Investments, Quantitative Analytics, Structured Finance, SQL, PowerPoint, Business Advisory, Financial Modeling, Due Diligence
Education
General Assembly 2015 — 2015
Data Science
University of Virginia 2008 — 2011
Bachelor of Science, Commerce (Finance and Accounting)
Danish Institute for Study Abroad 2010 — 2010
International Business, GPA: 3.87
Raffles Junior College 2006 — 2007
GCE Advanced Levels, Physics, Chemistry, Mathematics, Economics
Ernst & Young October 2011 - Present
Kiva.org January 2015 - June 2015
Zidisha Inc. August 2014 - January 2015
Citi May 2010 - August 2010
Morgan Stanley March 2008 - May 2008
Skills
Machine Learning, Data Science, Python, Management Consulting, Microfinance, Social Entrepreneurship, Financial Analysis, Leadership, Analysis, Project Management, Management, Microsoft Excel, Valuation, Corporate Finance, Accounting, Consulting, Financial Advisory, Investments, Quantitative Analytics, Structured Finance, SQL, PowerPoint, Business Advisory, Financial Modeling, Due Diligence
Education
General Assembly 2015 — 2015
Data Science
University of Virginia 2008 — 2011
Bachelor of Science, Commerce (Finance and Accounting)
Danish Institute for Study Abroad 2010 — 2010
International Business, GPA: 3.87
Raffles Junior College 2006 — 2007
GCE Advanced Levels, Physics, Chemistry, Mathematics, Economics
Brian Carr Brian Carr's Morgan Stanley Experience 2003 - January 2014
Job
Industry Investment Banking
Experience
Mizuho Financial Group July 2015 - Present
SunTrust Robinson Humphrey January 2014 - July 2015
Morgan Stanley 2003 - January 2014
Arthur Andersen 1996 - 2001
Skills
Private Equity, Debt, IPO, Valuation, Bridge Financing, Bank Financing, Seller Financing, Equity Capital Markets, Capital Markets..., Secondary Offerings, Leveraged Finance, Buyouts, Financial Modeling, Refinance Transactions, Business Acquisition, M&A due diligence, M&A experience, College Recruiting, Direct Recruiting, Team Management, Team Building, Cross-functional Team..., Mergers, LBO, Investment Banking, Private Placements, Corporate Finance, Bonds, Capital Structure, Series 7, Auditing, Series 63, Financial Analysis, Capital Markets, Due Diligence, Finance, Investments, Equities, Management
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA
Georgetown University 1992 — 1996
BSBA
Mizuho Financial Group July 2015 - Present
SunTrust Robinson Humphrey January 2014 - July 2015
Morgan Stanley 2003 - January 2014
Arthur Andersen 1996 - 2001
Skills
Private Equity, Debt, IPO, Valuation, Bridge Financing, Bank Financing, Seller Financing, Equity Capital Markets, Capital Markets..., Secondary Offerings, Leveraged Finance, Buyouts, Financial Modeling, Refinance Transactions, Business Acquisition, M&A due diligence, M&A experience, College Recruiting, Direct Recruiting, Team Management, Team Building, Cross-functional Team..., Mergers, LBO, Investment Banking, Private Placements, Corporate Finance, Bonds, Capital Structure, Series 7, Auditing, Series 63, Financial Analysis, Capital Markets, Due Diligence, Finance, Investments, Equities, Management
Education
The University of Chicago - Booth School of Business 2001 — 2003
MBA
Georgetown University 1992 — 1996
BSBA
Nathan Conover Nathan Conover's Morgan Stanley Experience April 1999 - September 1999
Job President and CEO of PathWise
Industry Medical Devices
Experience
BioUtah December 2012 - Present
PathWise May 2012 - Present
PathWise January 2006 - April 2012
PathWise December 2003 - June 2006
PathWise December 2000 - April 2003
Belliston January 2000 - January 2001
Morgan Stanley April 1999 - September 1999
Skills
Quality Systems, CAPA, Risk Management, Documentation, ISO 13485, FDA, ISO 14971, GMP, QSR, ISO, Quality Auditing, cGMP, Change Control, Complaint Handling, Design Control, Supplier Quality, SOP, Auditing, Management Review, Quality Management, Training, Quality System, Sop, Lifesciences, Biopharmaceuticals, Pharmaceutical Industry, Validation, Leadership, 21 CFR Part 11, Medical Devices, Quality Assurance, Regulatory Affairs, Biotechnology, 21 CFR, Computer System..., Software Documentation, Technology Transfer, V, Life Sciences
Education
Georgetown University 2007 — 2009
Master of Science, Biotechnology
The George Washington University - School of Business 2004 — 2007
MBA
University of Utah 1998 — 2002
Bachelor of Science
BioUtah December 2012 - Present
PathWise May 2012 - Present
PathWise January 2006 - April 2012
PathWise December 2003 - June 2006
PathWise December 2000 - April 2003
Belliston January 2000 - January 2001
Morgan Stanley April 1999 - September 1999
Skills
Quality Systems, CAPA, Risk Management, Documentation, ISO 13485, FDA, ISO 14971, GMP, QSR, ISO, Quality Auditing, cGMP, Change Control, Complaint Handling, Design Control, Supplier Quality, SOP, Auditing, Management Review, Quality Management, Training, Quality System, Sop, Lifesciences, Biopharmaceuticals, Pharmaceutical Industry, Validation, Leadership, 21 CFR Part 11, Medical Devices, Quality Assurance, Regulatory Affairs, Biotechnology, 21 CFR, Computer System..., Software Documentation, Technology Transfer, V, Life Sciences
Education
Georgetown University 2007 — 2009
Master of Science, Biotechnology
The George Washington University - School of Business 2004 — 2007
MBA
University of Utah 1998 — 2002
Bachelor of Science
Aparna Ramesh's Morgan Stanley Experience June 2010 - August 2010
Job Research Analyst, International Projects at NORC at the University of Chicago
Industry International Trade and Development
Experience
NORC at the University of Chicago January 2014 - Present
Deloitte Consulting August 2011 - January 2014
Georgetown University August 2009 - December 2010
Morgan Stanley June 2010 - August 2010
Sujaya Foundation June 2009 - August 2009
Skills
Stata, Econometrics, Public Policy, Management Consulting, Political Economy, Survey Research, Survey Design, Data Visualization, SPSS, International..., Performance Measurement, Project Planning, Excel Dashboards, Performance Dashboards, Data Analysis, Performance Management, Tableau, Program Evaluation
Education
Georgetown University 2007 — 2011
BSFS, International Political Economy
NORC at the University of Chicago January 2014 - Present
Deloitte Consulting August 2011 - January 2014
Georgetown University August 2009 - December 2010
Morgan Stanley June 2010 - August 2010
Sujaya Foundation June 2009 - August 2009
Skills
Stata, Econometrics, Public Policy, Management Consulting, Political Economy, Survey Research, Survey Design, Data Visualization, SPSS, International..., Performance Measurement, Project Planning, Excel Dashboards, Performance Dashboards, Data Analysis, Performance Management, Tableau, Program Evaluation
Education
Georgetown University 2007 — 2011
BSFS, International Political Economy
Anthony J. Perrotta, Jr. Anthony J. Perrotta, Jr.'s Morgan Stanley Experience May 1989 - October 1994
Job Global Head of Research & Consulting at TABB Group
Industry Financial Services
Experience
TABB Group July 2015 - Present
TABB Group June 2014 - June 2015
Cornerstone Resources Consulting, LLC March 2012 - May 2014
Tradeweb Markets LLC October 2009 - February 2012
MarketAxess Corp. October 2002 - October 2007
Barclays Capital October 1997 - December 1999
Lehman Brothers October 1994 - June 1997
Morgan Stanley May 1989 - October 1994
Skills
Financial Markets, Fixed Income, CDS, Trading Systems, Equities, Options, Series 7, Credit Derivatives, Investment Banking, Hedge Funds, Market Data, Emerging Markets, Bonds, Securities, Financial Services, Dodd-Frank, Relationship Management, Interest Rate..., Swaps, Credit, Risk Management, Exchange Connectivity, Business Analysis, Trading System, Interest Rate Swaps, Structured Products, Product Management, New Business Development, Business Development, Portfolio Management, ETFs
Education
Georgetown University 1985 — 1989
BAS, History, Sociology
Monsignor Farrell 1981 — 1985
TABB Group July 2015 - Present
TABB Group June 2014 - June 2015
Cornerstone Resources Consulting, LLC March 2012 - May 2014
Tradeweb Markets LLC October 2009 - February 2012
MarketAxess Corp. October 2002 - October 2007
Barclays Capital October 1997 - December 1999
Lehman Brothers October 1994 - June 1997
Morgan Stanley May 1989 - October 1994
Skills
Financial Markets, Fixed Income, CDS, Trading Systems, Equities, Options, Series 7, Credit Derivatives, Investment Banking, Hedge Funds, Market Data, Emerging Markets, Bonds, Securities, Financial Services, Dodd-Frank, Relationship Management, Interest Rate..., Swaps, Credit, Risk Management, Exchange Connectivity, Business Analysis, Trading System, Interest Rate Swaps, Structured Products, Product Management, New Business Development, Business Development, Portfolio Management, ETFs
Education
Georgetown University 1985 — 1989
BAS, History, Sociology
Monsignor Farrell 1981 — 1985
Gray FitzHugh Gray FitzHugh's Morgan Stanley Experience December 2013 - October 2014
Job Registered Operations and Sales Support Specialist at Capitol Securities Management Inc.
Industry Financial Services
Experience
Capitol Securities Management Inc. October 2014 - Present
Morgan Stanley December 2013 - October 2014
FitzHugh Financial Group September 2009 - July 2012
Skills
Customer Service, Coaching, PowerPoint, Microsoft Office, Budgets, Microsoft Excel, Social Media, Marketing Strategy, Microsoft Word, Social Networking, Public Speaking, Market Research, Leadership, Marketing
Education
George Mason University 2003 — 2008
Bachelor of Arts, Psychology
Capitol Securities Management Inc. October 2014 - Present
Morgan Stanley December 2013 - October 2014
FitzHugh Financial Group September 2009 - July 2012
Skills
Customer Service, Coaching, PowerPoint, Microsoft Office, Budgets, Microsoft Excel, Social Media, Marketing Strategy, Microsoft Word, Social Networking, Public Speaking, Market Research, Leadership, Marketing
Education
George Mason University 2003 — 2008
Bachelor of Arts, Psychology
Rick Gow, CSA Rick Gow, CSA's Morgan Stanley Experience January 2007 - May 2010
Job Certified Senior Advisor and Wealth Management Advisor at Lara, May & Associates
Industry Investment Management
Experience
Lara, May & Associates, LLC March 2010 - Present
Morgan Stanley January 2007 - May 2010
RioRey July 2006 - October 2006
ScriptLogic August 2004 - July 2006
Citrix Systems November 2001 - August 2004
Skills
Retirement Planning, Investment Strategies, Long-term Care, Wealth Management, Management, Small Business, Investments, Strategic Planning, Financial Planning, Finance, Public Speaking, Long Term Care Insurance, Elder Care, Retirement Income..., Experienced Speaker, National Speaker, Conference Speaking
Education
George Mason University 1990 — 1992
Northern Virginia Community College 1989 — 1990
Lara, May & Associates, LLC March 2010 - Present
Morgan Stanley January 2007 - May 2010
RioRey July 2006 - October 2006
ScriptLogic August 2004 - July 2006
Citrix Systems November 2001 - August 2004
Skills
Retirement Planning, Investment Strategies, Long-term Care, Wealth Management, Management, Small Business, Investments, Strategic Planning, Financial Planning, Finance, Public Speaking, Long Term Care Insurance, Elder Care, Retirement Income..., Experienced Speaker, National Speaker, Conference Speaking
Education
George Mason University 1990 — 1992
Northern Virginia Community College 1989 — 1990
Allen Carey Allen Carey's Morgan Stanley Experience June 2010 - May 2012
Job Senior Associate at Horizon Partners
Industry Banking
Experience
Horizon Partners May 2012 - Present
America Scores Bay Area January 2013 - Present
Morgan Stanley June 2010 - May 2012
Skills
Valuation, Financial Modeling, Microsoft Excel, Private Equity, Corporate Finance, Investment Banking, Financial Analysis, Capital Markets
Education
Georgetown University 2006 — 2010
BSBA, Finance, Accounting
St Ignatius High School
Horizon Partners May 2012 - Present
America Scores Bay Area January 2013 - Present
Morgan Stanley June 2010 - May 2012
Skills
Valuation, Financial Modeling, Microsoft Excel, Private Equity, Corporate Finance, Investment Banking, Financial Analysis, Capital Markets
Education
Georgetown University 2006 — 2010
BSBA, Finance, Accounting
St Ignatius High School
Elizabeth Vinci Sisti's Morgan Stanley Experience February 2010 - Present
Job
Industry Financial Services
Experience
Morgan Stanley February 2010 - Present
Skills
Derivatives, Fixed Income, Credit Derivatives, CDS, SharePoint, Requirements Gathering, Bloomberg, Capital Markets
Education
Georgetown University 2002 — 2006
BSFS, Culture and Politics
Morgan Stanley February 2010 - Present
Skills
Derivatives, Fixed Income, Credit Derivatives, CDS, SharePoint, Requirements Gathering, Bloomberg, Capital Markets
Education
Georgetown University 2002 — 2006
BSFS, Culture and Politics
Lena Muhtadi Lena Muhtadi's Morgan Stanley Experience August 2003 - March 2007
Job Proprietor, Sales & Marketing at Bumble Bee Vapor
Industry Consumer Goods
Experience
Bumble Bee Vapor August 2012 - Present
Poplar Springs Inn & Spa May 2013 - June 2014
Martin's Crosswinds June 2012 - May 2013
Fairfax Video Studio March 2012 - June 2012
BasiKneads Catering March 2007 - March 2012
Morgan Stanley August 2003 - March 2007
Skills
Corporate Events, Event Management, Event Planning, Meeting Planning, Social Media, Social Media Marketing, Wedding Planning, Trade Shows, Hospitality, Coordinating Events, Public Relations, Weddings, Marketing, Photography, Advertising, Live Events, Sports, SEO, Business Development, Web Marketing, Parties, Private Events, Holidays, Catering, Food & Beverage, Banquets, Hotels, Customer Service, Entertainment, Receptions, Menu Development, Hospitality Industry, Restaurants, Food, Hotel Management, Sales, Resorts, Revenue Analysis, Wine, Hospitality Management, Culinary Skills, Convention Services, Tourism, Sponsorship, Incentives, Venue Management, Hotel Booking, Dinners, Yield Management, Special Event
Education
T.C. Williams High School 1998 — 2002
Advanced Honors Diploma
George Mason University
Bumble Bee Vapor August 2012 - Present
Poplar Springs Inn & Spa May 2013 - June 2014
Martin's Crosswinds June 2012 - May 2013
Fairfax Video Studio March 2012 - June 2012
BasiKneads Catering March 2007 - March 2012
Morgan Stanley August 2003 - March 2007
Skills
Corporate Events, Event Management, Event Planning, Meeting Planning, Social Media, Social Media Marketing, Wedding Planning, Trade Shows, Hospitality, Coordinating Events, Public Relations, Weddings, Marketing, Photography, Advertising, Live Events, Sports, SEO, Business Development, Web Marketing, Parties, Private Events, Holidays, Catering, Food & Beverage, Banquets, Hotels, Customer Service, Entertainment, Receptions, Menu Development, Hospitality Industry, Restaurants, Food, Hotel Management, Sales, Resorts, Revenue Analysis, Wine, Hospitality Management, Culinary Skills, Convention Services, Tourism, Sponsorship, Incentives, Venue Management, Hotel Booking, Dinners, Yield Management, Special Event
Education
T.C. Williams High School 1998 — 2002
Advanced Honors Diploma
George Mason University
Bill Ward Bill Ward's Morgan Stanley Experience June 2011 - July 2012
Job Palantir Technologies We're hiring!
Industry Computer Software
Experience
Palantir Technologies November 2014 - Present
Battleground Texas November 2013 - November 2014
Morse for Mayor September 2013 - November 2013
Northfield Mount Hermon School January 2013 - July 2013
Organizing For America July 2012 - November 2012
Morgan Stanley June 2011 - July 2012
Skills
SQL, Reporting, Targeting, Political Campaigns, Microsoft Office, Equities, Fundraising, Bloomberg, Politics, Vertica, Python, PHP, Nonprofits, Leadership, Analysis, Grassroots Organizing, Community Organizing, Political Science, Public Policy, QuickBooks, GIS, HTML, VAN, Political Consulting, Data Analysis, CSS, JavaScript
Education
Georgetown University 2007 — 2011
Bachelor of Arts, Political Economy
Northfield Mount Hermon School 2003 — 2007
High School Diploma
Palantir Technologies November 2014 - Present
Battleground Texas November 2013 - November 2014
Morse for Mayor September 2013 - November 2013
Northfield Mount Hermon School January 2013 - July 2013
Organizing For America July 2012 - November 2012
Morgan Stanley June 2011 - July 2012
Skills
SQL, Reporting, Targeting, Political Campaigns, Microsoft Office, Equities, Fundraising, Bloomberg, Politics, Vertica, Python, PHP, Nonprofits, Leadership, Analysis, Grassroots Organizing, Community Organizing, Political Science, Public Policy, QuickBooks, GIS, HTML, VAN, Political Consulting, Data Analysis, CSS, JavaScript
Education
Georgetown University 2007 — 2011
Bachelor of Arts, Political Economy
Northfield Mount Hermon School 2003 — 2007
High School Diploma
Christopher M. Hodgson,CFP® , MSFS Christopher M. Hodgson,CFP® , MSFS's Morgan Stanley Experience October 1997 - October 1999
Job Coastal Financial
Industry Financial Services
Experience
Coastal Financial October 1999 - Present
United Way of Greater New Bedford December 2010 - Present
Morgan Stanley October 1997 - October 1999
Skills
Insurance, Employee Benefits, Securities, Financial Planning, Investments, Asset Management, Wealth Management, Estate Planning, Retirement Planning, Retirement, Mutual Funds, Long Term Care, Portfolio Management, Investment Strategies, Pensions, Investment Advisory, Financial Analysis, Asset Allocation, Strategic Financial...
Education
Georgetown University 1990 — 1994
BSBA, Business
Portmouth Abbey School 1986 — 1990
High School
Coastal Financial October 1999 - Present
United Way of Greater New Bedford December 2010 - Present
Morgan Stanley October 1997 - October 1999
Skills
Insurance, Employee Benefits, Securities, Financial Planning, Investments, Asset Management, Wealth Management, Estate Planning, Retirement Planning, Retirement, Mutual Funds, Long Term Care, Portfolio Management, Investment Strategies, Pensions, Investment Advisory, Financial Analysis, Asset Allocation, Strategic Financial...
Education
Georgetown University 1990 — 1994
BSBA, Business
Portmouth Abbey School 1986 — 1990
High School
Kyle Gerrity Kyle Gerrity's Morgan Stanley Experience June 2006 - November 2007
Job at Slader
Industry Internet
Experience
Slader 2009 - Present
Gerrity Group 2007 - 2009
Morgan Stanley June 2006 - November 2007
Skills
Financial Modeling, Valuation, Private Equity, Start-ups, Real Estate, Alternative Investments, Investments, Capital Markets, Due Diligence, Entrepreneurship, Portfolio Management
Education
Georgetown University 2002 — 2006
BA, History, Sociology
University of Melbourne
Slader 2009 - Present
Gerrity Group 2007 - 2009
Morgan Stanley June 2006 - November 2007
Skills
Financial Modeling, Valuation, Private Equity, Start-ups, Real Estate, Alternative Investments, Investments, Capital Markets, Due Diligence, Entrepreneurship, Portfolio Management
Education
Georgetown University 2002 — 2006
BA, History, Sociology
University of Melbourne
Connor Ciesemier Connor Ciesemier's Morgan Stanley Experience May 2010 - August 2010
Job Federal Strategy & Operations Analyst at Deloitte
Industry Management Consulting
Experience
Deloitte August 2015 - Present
Deloitte Consulting August 2013 - Present
Students of Georgetown, Inc September 2010 - January 2013
Learning Enterprises July 2012 - August 2012
World Bicycle Relief May 2011 - August 2011
Morgan Stanley May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Due Diligence, Risk Assessment, Microsoft Word, Microsoft Office, Management Consulting, Research, Tableau
Education
Georgetown University 2009 — 2013
Bachelor of Arts (B.A.), Government
Université de Strasbourg - Institut d'Etudes Françaises 2012 — 2012
Wheaton North High School 2005 — 2009
Deloitte August 2015 - Present
Deloitte Consulting August 2013 - Present
Students of Georgetown, Inc September 2010 - January 2013
Learning Enterprises July 2012 - August 2012
World Bicycle Relief May 2011 - August 2011
Morgan Stanley May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Due Diligence, Risk Assessment, Microsoft Word, Microsoft Office, Management Consulting, Research, Tableau
Education
Georgetown University 2009 — 2013
Bachelor of Arts (B.A.), Government
Université de Strasbourg - Institut d'Etudes Françaises 2012 — 2012
Wheaton North High School 2005 — 2009
Annalise Dragic's Morgan Stanley Experience June 2013 - August 2013
Job Business Strategy & Analytics @ LinkedIn
Industry Internet
Experience
LinkedIn July 2014 - Present
Georgetown University February 2011 - May 2014
Morgan Stanley June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Investment Banking, Financial Modeling, Financial Analysis, Bloomberg Terminal, Valuation, Capital Markets, Corporate Finance, Research, Social Media Consulting, Equity Research, Bloomberg, Economics, Golf Instruction, SQL, Communication
Education
Georgetown University 2010 — 2014
BSFS, Science, Technology and International Affairs
Harbin Institute of Technology 2012 — 2013
Study Abroad
New Trier High School 2006 — 2010
LinkedIn July 2014 - Present
Georgetown University February 2011 - May 2014
Morgan Stanley June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Skills
Investment Banking, Financial Modeling, Financial Analysis, Bloomberg Terminal, Valuation, Capital Markets, Corporate Finance, Research, Social Media Consulting, Equity Research, Bloomberg, Economics, Golf Instruction, SQL, Communication
Education
Georgetown University 2010 — 2014
BSFS, Science, Technology and International Affairs
Harbin Institute of Technology 2012 — 2013
Study Abroad
New Trier High School 2006 — 2010
Susan McCormick Susan McCormick's Morgan Stanley Experience January 2000 - January 2002
Job Experienced Leader in Financial Education
Industry Financial Services
Experience
Five Rings Financial, LLC August 2014 - Present
Jett Business Solutions August 2012 - December 2014
Dunn CPA Firm - Tax Solutions Group February 2013 - December 2013
Wells Fargo Advisors, LLC May 2003 - July 2012
Morgan Stanley January 2000 - January 2002
Morgan Stanley September 1997 - February 2000
Skills
Practice Management..., Marketing Strategy, Client Development, Business Development, Recruiting, Marketing, Financial Services, Training, Financial Advisory, Investments, New Business Development, Sales Management, Strategic Planning, Account Management, Insurance, Coaching, Sales, Financial Analysis, Leadership, Risk Management, Negotiation, Small Business, Start-ups
Education
George Mason University 1976 — 1980
BA, Government and Politics
Five Rings Financial, LLC August 2014 - Present
Jett Business Solutions August 2012 - December 2014
Dunn CPA Firm - Tax Solutions Group February 2013 - December 2013
Wells Fargo Advisors, LLC May 2003 - July 2012
Morgan Stanley January 2000 - January 2002
Morgan Stanley September 1997 - February 2000
Skills
Practice Management..., Marketing Strategy, Client Development, Business Development, Recruiting, Marketing, Financial Services, Training, Financial Advisory, Investments, New Business Development, Sales Management, Strategic Planning, Account Management, Insurance, Coaching, Sales, Financial Analysis, Leadership, Risk Management, Negotiation, Small Business, Start-ups
Education
George Mason University 1976 — 1980
BA, Government and Politics
Tiffany Perkins-Munn, Ph.D. Tiffany Perkins-Munn, Ph.D.'s Morgan Stanley Experience 2004 - 2006
Job Global Head of Client Analytics | J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management August 2015 - Present
Fitness Concepts, LLC d/b/a Title Boxing Club Princeton 2012 - Present
Universities and Colleges - Domestic and International 1994 - Present
J.P. Morgan April 2014 - August 2015
Citadel Securities 2009 - 2011
Merrill Lynch 2006 - 2009
Morgan Stanley 2004 - 2006
Ipsos Loyalty 2001 - 2004
Center for Developmental Neuroscience and Developmental Disabilities 1997 - 2001
Skills
Strategy, Leadership, Strategic Planning, Market Research, Management, Team Building, Analytics, Competitive Analysis, Analysis, Marketing, Business Strategy, Financial Analysis, Customer Service, Marketing Strategy, Product Management, Sales Management, Sales, Business Planning, Strategic Partnerships, Business Process..., Start-ups, Project Management, Customer Relations, Recruiting, Talent Management
Education
City University of New York Graduate Center 1994 — 2003
M.A/Ph.D., Psychology, Statistics (Interdisciplinary Concentration: Statistics)
Georgetown University 1986 — 1991
B.A., Psychology, Spanish
J.P. Morgan Asset Management August 2015 - Present
Fitness Concepts, LLC d/b/a Title Boxing Club Princeton 2012 - Present
Universities and Colleges - Domestic and International 1994 - Present
J.P. Morgan April 2014 - August 2015
Citadel Securities 2009 - 2011
Merrill Lynch 2006 - 2009
Morgan Stanley 2004 - 2006
Ipsos Loyalty 2001 - 2004
Center for Developmental Neuroscience and Developmental Disabilities 1997 - 2001
Skills
Strategy, Leadership, Strategic Planning, Market Research, Management, Team Building, Analytics, Competitive Analysis, Analysis, Marketing, Business Strategy, Financial Analysis, Customer Service, Marketing Strategy, Product Management, Sales Management, Sales, Business Planning, Strategic Partnerships, Business Process..., Start-ups, Project Management, Customer Relations, Recruiting, Talent Management
Education
City University of New York Graduate Center 1994 — 2003
M.A/Ph.D., Psychology, Statistics (Interdisciplinary Concentration: Statistics)
Georgetown University 1986 — 1991
B.A., Psychology, Spanish
Colin Nagle Colin Nagle's Morgan Stanley Experience July 2014 - Present
Job North Atlantic Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Freelance December 2004 - Present
The Washington Trust Company January 2012 - June 2013
Georgetown University Catholic Music Ministry 2008 - May 2011
Various Local Theatre Companies June 2008 - April 2011
Pawtucket Red Sox May 2010 - August 2010
The Hoya January 2009 - April 2010
SummerStage at Bishop Hendricken High School July 2008 - July 2009
Sovereign Bank June 2008 - August 2008
Skills
Analysis, Advertising, Budgeting, Customer Service, Copywriting, Excel, Editing, English, Event Planning, Fundraising, Innovation, Inventory Management, Journalism, Team Leadership, Microsoft Office, Social Media, Social Networking, Optimization, Research, User Experience, Word, Writing, Web, YouTube, Public Speaking, PowerPoint, Music, Nonprofits, Leadership
Education
Georgetown University 2007 — 2011
BA, English
The Wheeler School 2000 — 2007
Morgan Stanley July 2014 - Present
Freelance December 2004 - Present
The Washington Trust Company January 2012 - June 2013
Georgetown University Catholic Music Ministry 2008 - May 2011
Various Local Theatre Companies June 2008 - April 2011
Pawtucket Red Sox May 2010 - August 2010
The Hoya January 2009 - April 2010
SummerStage at Bishop Hendricken High School July 2008 - July 2009
Sovereign Bank June 2008 - August 2008
Skills
Analysis, Advertising, Budgeting, Customer Service, Copywriting, Excel, Editing, English, Event Planning, Fundraising, Innovation, Inventory Management, Journalism, Team Leadership, Microsoft Office, Social Media, Social Networking, Optimization, Research, User Experience, Word, Writing, Web, YouTube, Public Speaking, PowerPoint, Music, Nonprofits, Leadership
Education
Georgetown University 2007 — 2011
BA, English
The Wheeler School 2000 — 2007
Dane Vrabac Dane Vrabac's Morgan Stanley Experience May 2010 - May 2014
Job Founder and CEO at Quadrant.io
Industry Financial Services
Experience
Quadrant.io May 2014 - Present
Morgan Stanley May 2010 - May 2014
Federal Reserve Board May 2008 - May 2010
Federal Trade Commission May 2007 - May 2008
Skills
Econometrics, SAS, Stata, Quantitative Analytics, Economic Research, Statistical Modeling, Eviews, Economics, Financial Modeling, Data Analysis, Statistics, Microeconomics, Data Mining, Financial Services, Analytics, Macroeconomics
Education
Georgetown University 2007 — 2009
Master of Science (M.S.), Mathematics and Statistics
Washington University in St. Louis - Olin Business School 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Quadrant.io May 2014 - Present
Morgan Stanley May 2010 - May 2014
Federal Reserve Board May 2008 - May 2010
Federal Trade Commission May 2007 - May 2008
Skills
Econometrics, SAS, Stata, Quantitative Analytics, Economic Research, Statistical Modeling, Eviews, Economics, Financial Modeling, Data Analysis, Statistics, Microeconomics, Data Mining, Financial Services, Analytics, Macroeconomics
Education
Georgetown University 2007 — 2009
Master of Science (M.S.), Mathematics and Statistics
Washington University in St. Louis - Olin Business School 2004 — 2006
Bachelor of Business Administration (B.B.A.), Finance, General
Benjamin Coyne's Morgan Stanley Experience June 2010 - February 2012
Job Analyst
Industry Financial Services
Experience
Citadel LLC May 2014 - Present
Partner Fund Management (PFM) March 2012 - March 2014
Morgan Stanley June 2010 - February 2012
Skills
Hedge Funds, Investments, Valuation, Equity Valuation, Equity Research, Electricity Markets, Base Metals, Coal, Mining, Energy, Financial Modeling, Investment Banking, Financial Analysis, DCF, Emerging Markets, Renewable Energy, Bloomberg, C++, VBA, Capital Markets, Equities, General Aviation
Education
Georgetown University
BS, Finance, Computer Science
Citadel LLC May 2014 - Present
Partner Fund Management (PFM) March 2012 - March 2014
Morgan Stanley June 2010 - February 2012
Skills
Hedge Funds, Investments, Valuation, Equity Valuation, Equity Research, Electricity Markets, Base Metals, Coal, Mining, Energy, Financial Modeling, Investment Banking, Financial Analysis, DCF, Emerging Markets, Renewable Energy, Bloomberg, C++, VBA, Capital Markets, Equities, General Aviation
Education
Georgetown University
BS, Finance, Computer Science
Yuting (Lauren) He Yuting (Lauren) He's Morgan Stanley Experience November 2014 - Present
Job Compliance Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Permal Group April 2014 - July 2014
Center for International Private Enterprise June 2013 - August 2013
Bank of East Asia June 2012 - September 2012
Bank of East Asia June 2011 - September 2011
Monochamp International Co. Limited June 2010 - September 2010
Education
Georgetown University 2012 — 2013
Master’s Degree
University of Minnesota-Twin Cities
Bachelor’s Degree
Morgan Stanley November 2014 - Present
Permal Group April 2014 - July 2014
Center for International Private Enterprise June 2013 - August 2013
Bank of East Asia June 2012 - September 2012
Bank of East Asia June 2011 - September 2011
Monochamp International Co. Limited June 2010 - September 2010
Education
Georgetown University 2012 — 2013
Master’s Degree
University of Minnesota-Twin Cities
Bachelor’s Degree
Thomas English Thomas English's Morgan Stanley Experience September 2013 - Present
Job Director of Operations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
1eq May 2013 - September 2013
University System of Maryland Foundation January 2011 - April 2013
Headquarters, United States Air Force January 2009 - December 2010
HQ USAF/A9 September 2007 - August 2009
HQ USAF/A9 August 2005 - September 2007
Skills
Investments, Due Diligence, Hedge Funds, Private Equity, Financial Risk..., Financial Markets, Portfolio Management, Analysis, Project Management, Strategic Thinking, Econometrics, Foundations, Institutional..., Program Management, Committed to..., Military, Military Operations, Air Force, Leadership
Education
George Mason University 2007 — 2009
M.A, Economics, 3.6
United States Naval Academy 2001 — 2005
Bachelor of Science, Systems Engineering
Morgan Stanley September 2013 - Present
1eq May 2013 - September 2013
University System of Maryland Foundation January 2011 - April 2013
Headquarters, United States Air Force January 2009 - December 2010
HQ USAF/A9 September 2007 - August 2009
HQ USAF/A9 August 2005 - September 2007
Skills
Investments, Due Diligence, Hedge Funds, Private Equity, Financial Risk..., Financial Markets, Portfolio Management, Analysis, Project Management, Strategic Thinking, Econometrics, Foundations, Institutional..., Program Management, Committed to..., Military, Military Operations, Air Force, Leadership
Education
George Mason University 2007 — 2009
M.A, Economics, 3.6
United States Naval Academy 2001 — 2005
Bachelor of Science, Systems Engineering
Pouya Rasson's Morgan Stanley Experience 2003 - 2005
Job Manager at LeapPoint
Industry Management Consulting
Experience
LeapPoint July 2015 - Present
BAE Systems 2008 - 2015
Ventera 2006 - 2008
Wells Fargo 2005 - 2006
Morgan Stanley 2003 - 2005
Education
George Mason University 1999 — 2003
Economics
LeapPoint July 2015 - Present
BAE Systems 2008 - 2015
Ventera 2006 - 2008
Wells Fargo 2005 - 2006
Morgan Stanley 2003 - 2005
Education
George Mason University 1999 — 2003
Economics
Alan Facey, CFP® Alan Facey, CFP®'s Morgan Stanley Experience July 2002 - September 2003
Job Director, Financial Planning
Industry Financial Services
Experience
Edelman Financial Services 2007 - Present
Keel Point Advisors September 2003 - December 2006
Morgan Stanley July 2002 - September 2003
The Motley Fool June 2000 - February 2001
Education
George Mason University 1991 — 1996
B.S., Public Administration
Edelman Financial Services 2007 - Present
Keel Point Advisors September 2003 - December 2006
Morgan Stanley July 2002 - September 2003
The Motley Fool June 2000 - February 2001
Education
George Mason University 1991 — 1996
B.S., Public Administration
Linda Whittington Linda Whittington's Morgan Stanley Experience October 2007 - April 2015
Job Associate Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors April 2015 - Present
Morgan Stanley October 2007 - April 2015
HomeFirst Mortgage June 2004 - September 2007
USA Financial Services LLC October 1998 - June 2004
Skills
Portfolio Management, Lending, Financial Planning, Asset Protection, Strategic Planning, Wealth, Retirement, Loans, Investment Strategies, Investment Advisory, Fixed Annuities, Financial Advisory, Finance, Asset Allocation, Estate Planning, Wealth Management..., Asset Management, Investments
Education
Georgetown University 2012 — 2013
Georgetown University, Executive Certified Financial Planning Certificate
Radford University 1988 — 1992
Bachelor's degree, Education and Business
Wells Fargo Advisors April 2015 - Present
Morgan Stanley October 2007 - April 2015
HomeFirst Mortgage June 2004 - September 2007
USA Financial Services LLC October 1998 - June 2004
Skills
Portfolio Management, Lending, Financial Planning, Asset Protection, Strategic Planning, Wealth, Retirement, Loans, Investment Strategies, Investment Advisory, Fixed Annuities, Financial Advisory, Finance, Asset Allocation, Estate Planning, Wealth Management..., Asset Management, Investments
Education
Georgetown University 2012 — 2013
Georgetown University, Executive Certified Financial Planning Certificate
Radford University 1988 — 1992
Bachelor's degree, Education and Business
Nick Vasiliadis Nick Vasiliadis's Morgan Stanley Experience December 1999 - October 2001
Job CEO at Minerva Foods LLC
Industry Financial Services
Experience
Minerva Foods July 2010 - Present
New York Life August 2004 - July 2010
Ferris, Baker Watts 2002 - 2004
Morgan Stanley December 1999 - October 2001
Skills
Management, Leadership, Analysis, Finance, Investments, Financial Planning, Portfolio Management, Insurance, Strategic Planning, Risk Management, Strategic Financial..., Asset Managment, Tax, Wealth Management
Education
Georgetown University 2003 — 2004
University of Maryland Baltimore County 1994 — 1997
BA, Economics
Archbishop Curley High School 1986 — 1990
Minerva Foods July 2010 - Present
New York Life August 2004 - July 2010
Ferris, Baker Watts 2002 - 2004
Morgan Stanley December 1999 - October 2001
Skills
Management, Leadership, Analysis, Finance, Investments, Financial Planning, Portfolio Management, Insurance, Strategic Planning, Risk Management, Strategic Financial..., Asset Managment, Tax, Wealth Management
Education
Georgetown University 2003 — 2004
University of Maryland Baltimore County 1994 — 1997
BA, Economics
Archbishop Curley High School 1986 — 1990
Bekka Bk Kitila Bekka Bk Kitila's Morgan Stanley Experience May 2013 - August 2013
Job Advisory Consultant at Deloitte
Industry Financial Services
Experience
Deloitte September 2014 - Present
Duncan and Hopkins, P.C September 2013 - May 2014
George Mason January 2013 - May 2014
Kaztronix January 2013 - September 2013
Morgan Stanley May 2013 - August 2013
Burke Veterinary Clinic September 2008 - June 2013
Price Benowitz, LLP December 2011 - February 2012
Skills
Finance, Financial Analysis, Data Analysis, Public Speaking, Research, Microsoft Office, Client Relations Skills, Internal Controls, Regulatory Compliance, Persuasion, Time Management, Customer Acquisition, QuickBooks, Customer Service, Financial Forecasting, Sales, Legal Research, Financial Research, Analysis, Microsoft Excel, Client Intake, Vendor Management..., Financial Reporting, Financial Accounting, Strategic Financial..., Leadership, Accounts Receivable, Account Reconciliation, Data Reconciliation, Marketing, Customer Retention, Ad Hoc Reporting, Social Media Marketing, Insurance, Team Leadership, Internal Audit, Client Aquisition, Model Portfolios, Cold Calling, Mentoring
Education
George Mason University 2010 — 2014
Bachelor of Science (BS), Finance, General, 3.7
Deloitte September 2014 - Present
Duncan and Hopkins, P.C September 2013 - May 2014
George Mason January 2013 - May 2014
Kaztronix January 2013 - September 2013
Morgan Stanley May 2013 - August 2013
Burke Veterinary Clinic September 2008 - June 2013
Price Benowitz, LLP December 2011 - February 2012
Skills
Finance, Financial Analysis, Data Analysis, Public Speaking, Research, Microsoft Office, Client Relations Skills, Internal Controls, Regulatory Compliance, Persuasion, Time Management, Customer Acquisition, QuickBooks, Customer Service, Financial Forecasting, Sales, Legal Research, Financial Research, Analysis, Microsoft Excel, Client Intake, Vendor Management..., Financial Reporting, Financial Accounting, Strategic Financial..., Leadership, Accounts Receivable, Account Reconciliation, Data Reconciliation, Marketing, Customer Retention, Ad Hoc Reporting, Social Media Marketing, Insurance, Team Leadership, Internal Audit, Client Aquisition, Model Portfolios, Cold Calling, Mentoring
Education
George Mason University 2010 — 2014
Bachelor of Science (BS), Finance, General, 3.7
Auri Hughes's Morgan Stanley Experience July 2014 - Present
Job Financial Analyst
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Leffler Consulting LLC May 2012 - July 2014
George Mason University Office of Continuing Professional Education June 2010 - August 2012
Skills
Accounting, Financial Analysis, Financial Modeling, Valuation, Microsoft Excel, Constant Contact, Earned Value Management, Excel, SPSS, Contract Pricing, Research, Invoicing, MS Excel Pivot Tables, Data Analysis, Regression Analysis, Finance, Management
Education
George Mason University
Bachelor's Degree, Finance
Morgan Stanley July 2014 - Present
Leffler Consulting LLC May 2012 - July 2014
George Mason University Office of Continuing Professional Education June 2010 - August 2012
Skills
Accounting, Financial Analysis, Financial Modeling, Valuation, Microsoft Excel, Constant Contact, Earned Value Management, Excel, SPSS, Contract Pricing, Research, Invoicing, MS Excel Pivot Tables, Data Analysis, Regression Analysis, Finance, Management
Education
George Mason University
Bachelor's Degree, Finance
Amanda Matyjas Crotty Amanda Matyjas Crotty's Morgan Stanley Experience 1997 - 1999
Job Manager at Delaware Soccer Club of Buffalo NY
Industry Nonprofit Organization Management
Experience
Delaware Soccer Club of Buffalo NY April 2015 - Present
Delaware North Companies - Sportservice May 2013 - April 2015
Ken-Ton Meals on Wheels May 2009 - February 2012
Erie County January 2008 - January 2009
Jack Davis for Congress April 2004 - November 2004
M&T Securities 2000 - 2004
Morgan Stanley 1997 - 1999
National Campaign to Prevent Teen Pregnancy 1996 - 1997
Tucker Alan Inc. 1994 - 1996
Skills
Fundraising, Editing, Employment Law, Non-profits, Blogging, Social Media, Grant Writing, Training, Newsletters, Nonprofits, Press Releases, Public Speaking, Strategic Planning, Community Outreach, Management, Program Development, Budgets
Education
Georgetown University 1989 — 1993
BSFS, French, Economics, Finance, International Trade and Relations
L’Institut d’Etudes Politiques 1991 — 1992
Junior Year Abroad, Foreign Studies
Nardin Academy 1985 — 1989
NYS Regents Honors
Delaware Soccer Club of Buffalo NY April 2015 - Present
Delaware North Companies - Sportservice May 2013 - April 2015
Ken-Ton Meals on Wheels May 2009 - February 2012
Erie County January 2008 - January 2009
Jack Davis for Congress April 2004 - November 2004
M&T Securities 2000 - 2004
Morgan Stanley 1997 - 1999
National Campaign to Prevent Teen Pregnancy 1996 - 1997
Tucker Alan Inc. 1994 - 1996
Skills
Fundraising, Editing, Employment Law, Non-profits, Blogging, Social Media, Grant Writing, Training, Newsletters, Nonprofits, Press Releases, Public Speaking, Strategic Planning, Community Outreach, Management, Program Development, Budgets
Education
Georgetown University 1989 — 1993
BSFS, French, Economics, Finance, International Trade and Relations
L’Institut d’Etudes Politiques 1991 — 1992
Junior Year Abroad, Foreign Studies
Nardin Academy 1985 — 1989
NYS Regents Honors
Anastasia Savoretti Anastasia Savoretti's Morgan Stanley Experience June 2015 - August 2015
Job Student at Georgetown University
Industry Financial Services
Experience
Bloomberg LP March 2014 - Present
Morgan Stanley June 2015 - August 2015
Endignorance SA August 2013 - December 2014
Tovaritch 2012 - December 2014
Consilio International AB June 2014 - July 2014
Conde Nast June 2013 - June 2013
Order of Malta 2011 - January 2013
French Radio London August 2011 - August 2011
Skills
Mature and Professional..., Hands-on Problem Solver, High level of initiative, Highly detail oriented, Discrete, High Level Of..., Highly Dedicated, Flexibility, Social Networking, Social Media, Diplomacy, Teamwork, Business Strategy, International Relations, Strategic Communications, Spanish, Event Management, French, Fundraising, Public Relations, English
Education
Georgetown University - The McDonough School of Business 2012 — 2016
Finance and Economics
Franklin College Lugano Switzerland 2013 — 2013
College du Leman, Versoix, Switzerland. 2008 — 2012
Maturité Federale Bilingue Suisse
Anglo-American School of Moscow, Russia 2001 — 2008
Georgetown University
Bloomberg LP March 2014 - Present
Morgan Stanley June 2015 - August 2015
Endignorance SA August 2013 - December 2014
Tovaritch 2012 - December 2014
Consilio International AB June 2014 - July 2014
Conde Nast June 2013 - June 2013
Order of Malta 2011 - January 2013
French Radio London August 2011 - August 2011
Skills
Mature and Professional..., Hands-on Problem Solver, High level of initiative, Highly detail oriented, Discrete, High Level Of..., Highly Dedicated, Flexibility, Social Networking, Social Media, Diplomacy, Teamwork, Business Strategy, International Relations, Strategic Communications, Spanish, Event Management, French, Fundraising, Public Relations, English
Education
Georgetown University - The McDonough School of Business 2012 — 2016
Finance and Economics
Franklin College Lugano Switzerland 2013 — 2013
College du Leman, Versoix, Switzerland. 2008 — 2012
Maturité Federale Bilingue Suisse
Anglo-American School of Moscow, Russia 2001 — 2008
Georgetown University
Chris Hemmelgarn Chris Hemmelgarn's Morgan Stanley Experience September 2007 - August 2010
Job Equity Research Associate at Barclays
Industry Financial Services
Experience
Barclays Investment Bank February 2015 - Present
Barclays Investment Bank July 2012 - February 2015
Morgan Stanley September 2007 - August 2010
Metro Bicycles September 2006 - August 2007
Shaker Investments, LLC June 2004 - September 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Financial Modeling, Research, Customer Service, Valuation, Social Media, Bloomberg, SQL, Teamwork, Equity Research, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance, Corporate Finance, & Strategy
Georgetown University 2001 — 2004
Bachelor of Science in Foreign Service (BSFS), International Politics & Law
Barclays Investment Bank February 2015 - Present
Barclays Investment Bank July 2012 - February 2015
Morgan Stanley September 2007 - August 2010
Metro Bicycles September 2006 - August 2007
Shaker Investments, LLC June 2004 - September 2006
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Financial Modeling, Research, Customer Service, Valuation, Social Media, Bloomberg, SQL, Teamwork, Equity Research, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA, Finance, Corporate Finance, & Strategy
Georgetown University 2001 — 2004
Bachelor of Science in Foreign Service (BSFS), International Politics & Law
Vic Seested Vic Seested's Morgan Stanley Experience August 2001 - August 2011
Job Private Wealth Advisor at UBS
Industry Financial Services
Experience
UBS August 2011 - Present
Morgan Stanley August 2001 - August 2011
Merrill Lynch January 1998 - November 1999
Education
The University of Chicago - Booth School of Business 2007 — 2009
CPWA, Certified Private Wealth Advisor
University of Pennsylvania - The Wharton School 2004 — 2006
CIMA, Certified Investment Management Analyst
Georgetown University 2002 — 2003
University of North Carolina at Wilmington 1991 — 1995
B.S. Finance, Finance
UBS August 2011 - Present
Morgan Stanley August 2001 - August 2011
Merrill Lynch January 1998 - November 1999
Education
The University of Chicago - Booth School of Business 2007 — 2009
CPWA, Certified Private Wealth Advisor
University of Pennsylvania - The Wharton School 2004 — 2006
CIMA, Certified Investment Management Analyst
Georgetown University 2002 — 2003
University of North Carolina at Wilmington 1991 — 1995
B.S. Finance, Finance
Boris Zikratov Boris Zikratov's Morgan Stanley Experience August 2014 - Present
Job Associate, Investment Banking at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley August 2011 - July 2014
Renaissance Capital August 2010 - July 2011
Education
Georgetown University 2006 — 2010
BSFS, International Economics
Morgan Stanley August 2014 - Present
Morgan Stanley August 2011 - July 2014
Renaissance Capital August 2010 - July 2011
Education
Georgetown University 2006 — 2010
BSFS, International Economics
Alan Di Sciullo, Esq. Alan Di Sciullo, Esq.'s Morgan Stanley Experience July 1983 - January 2005
Job Director of Global Real Estate, Shearman & Sterling LLP
Industry Law Practice
Experience
Shearman & Sterling LLP May 2007 - Present
New York University September 1991 - Present
Carnegie Lake Rowing Assn 2001 - 2015
Citigroup 2005 - 2007
Morgan Stanley July 1983 - January 2005
Sills Cummis 2005 - 2005
PaineWebber October 1978 - July 1983
Shanley & Fisher, Esqs 1977 - 1978
United States Tax Court 1975 - 1976
Skills
Due Diligence, Asset Managment, Real Estate Economics, Real Estate Transactions, Mergers, Investments, Private Equity, Leases, Disposition, Real Estate Development, Financial Modeling, Litigation, Restructuring, Project Finance, Valuation, Capital Markets, Venture Capital, Asset Management, Portfolio Management, Alternative Investments, Financial Analysis, Securities, Mergers & Acquisitions, Acquisitions, Corporate Law, Finance, Financial Structuring, Investment Properties, Joint Ventures, Loans, Corporate Real Estate, Corporate Governance, Brokerage, Structured Finance, Contract Negotiation, Leadership, Commercial Real Estate, Real Estate Financing, Corporate Finance, Negotiation, Hedge Funds, Securities Regulation, Dispositions, Real Estate
Education
New York University - Leonard N. Stern School of Business 1981 — 1986
M.B.A., Finance
Georgetown University Law Center 1973 — 1977
J.D., Regulatory, Tax and Corporate Law
Georgetown University 1968 — 1972
A.B., Government and Economics
Red Bank Catholic 1964 — 1968
Shearman & Sterling LLP May 2007 - Present
New York University September 1991 - Present
Carnegie Lake Rowing Assn 2001 - 2015
Citigroup 2005 - 2007
Morgan Stanley July 1983 - January 2005
Sills Cummis 2005 - 2005
PaineWebber October 1978 - July 1983
Shanley & Fisher, Esqs 1977 - 1978
United States Tax Court 1975 - 1976
Skills
Due Diligence, Asset Managment, Real Estate Economics, Real Estate Transactions, Mergers, Investments, Private Equity, Leases, Disposition, Real Estate Development, Financial Modeling, Litigation, Restructuring, Project Finance, Valuation, Capital Markets, Venture Capital, Asset Management, Portfolio Management, Alternative Investments, Financial Analysis, Securities, Mergers & Acquisitions, Acquisitions, Corporate Law, Finance, Financial Structuring, Investment Properties, Joint Ventures, Loans, Corporate Real Estate, Corporate Governance, Brokerage, Structured Finance, Contract Negotiation, Leadership, Commercial Real Estate, Real Estate Financing, Corporate Finance, Negotiation, Hedge Funds, Securities Regulation, Dispositions, Real Estate
Education
New York University - Leonard N. Stern School of Business 1981 — 1986
M.B.A., Finance
Georgetown University Law Center 1973 — 1977
J.D., Regulatory, Tax and Corporate Law
Georgetown University 1968 — 1972
A.B., Government and Economics
Red Bank Catholic 1964 — 1968
Amy (Berger) Certilman Amy (Berger) Certilman's Morgan Stanley Experience 1988 - 1990
Job Custom Jeweler & Designer
Industry Luxury Goods & Jewelry
Experience
The Perfect Setting July 2009 - Present
BCD Design, Inc. /DBA The Perfect Setting September 2003 - Present
Cold Spring Harbor Central School District July 2007 - June 2010
BCD Design, Inc February 1999 - September 2003
JP Morgan 1990 - 1995
Morgan Stanley 1988 - 1990
Morgan Stanley 1986 - 1988
Skills
Personal Shopping, Custom Jewelry Design, Diamond Buyer, Pearl Buyer, Engagement Rings, Anniversary Jewelry, Fine Jewelry, Jewelry Design, Jewelry, Diamonds, Pearl, Anniversaries, Gems, Gifts, Brand Development, Social Media Marketing, Fashion, Gold, Retail, Trend, Art, Watches, Luxury Goods, Wholesale, Leadership, Luxury, Creative Direction, Handmade Jewelry, Marketing, Management, Social Media, Marketing Strategy
Education
Gemological Institute of America 2011 — 2011
Diamonds, Pearls
Tulane University 1982 — 1986
BA, Communications
Scarsdale High School 1978 — 1982
The Perfect Setting July 2009 - Present
BCD Design, Inc. /DBA The Perfect Setting September 2003 - Present
Cold Spring Harbor Central School District July 2007 - June 2010
BCD Design, Inc February 1999 - September 2003
JP Morgan 1990 - 1995
Morgan Stanley 1988 - 1990
Morgan Stanley 1986 - 1988
Skills
Personal Shopping, Custom Jewelry Design, Diamond Buyer, Pearl Buyer, Engagement Rings, Anniversary Jewelry, Fine Jewelry, Jewelry Design, Jewelry, Diamonds, Pearl, Anniversaries, Gems, Gifts, Brand Development, Social Media Marketing, Fashion, Gold, Retail, Trend, Art, Watches, Luxury Goods, Wholesale, Leadership, Luxury, Creative Direction, Handmade Jewelry, Marketing, Management, Social Media, Marketing Strategy
Education
Gemological Institute of America 2011 — 2011
Diamonds, Pearls
Tulane University 1982 — 1986
BA, Communications
Scarsdale High School 1978 — 1982
Joan Kaye Joan Kaye's Morgan Stanley Experience December 2007 - May 2011
Job Trusted Advisor/ Banker/ US TRUST/Bank of America Wealth Management
Industry Banking
Experience
US Trust September 2012 - Present
First Long Island Investors May 2011 - October 2012
Morgan Stanley December 2007 - May 2011
Butler Capital Investments; Business Development Capital Placement Advisory Services 2005 - 2007
UBS Private Bank 1996 - 2000
Meredith, Martin & Kaye January 1992 - January 1996
Morgan Stanley 1984 - 1992
Skills
High-net worth..., Comprehensive Wealth..., Alternative Investments, Asset Management, Hedge Funds, Wealth Management, Asset Allocation, Investment Management, Portfolio Management, Private Equity, Financial Services, Mutual Funds, Finance, Investments, Equities, Investment Advisory, Relationship Management, Investment Strategies, Wealth Management..., Client Services
Education
Georgetown University
BA
The Madeira School
Greenway, Virginia
US Trust September 2012 - Present
First Long Island Investors May 2011 - October 2012
Morgan Stanley December 2007 - May 2011
Butler Capital Investments; Business Development Capital Placement Advisory Services 2005 - 2007
UBS Private Bank 1996 - 2000
Meredith, Martin & Kaye January 1992 - January 1996
Morgan Stanley 1984 - 1992
Skills
High-net worth..., Comprehensive Wealth..., Alternative Investments, Asset Management, Hedge Funds, Wealth Management, Asset Allocation, Investment Management, Portfolio Management, Private Equity, Financial Services, Mutual Funds, Finance, Investments, Equities, Investment Advisory, Relationship Management, Investment Strategies, Wealth Management..., Client Services
Education
Georgetown University
BA
The Madeira School
Greenway, Virginia
Michael Vanni Michael Vanni's Morgan Stanley Experience March 2001 - February 2004
Job Vice President Business Development Officer at WashingtonFirst Bank
Industry Banking
Experience
WashingtonFirst Bank July 2009 - Present
Potomac Investments, Inc February 2004 - April 2009
Morgan Stanley March 2001 - February 2004
Washington Redskins July 1999 - February 2001
Skills
Portfolio Management, Strategy, Loans, Mergers, Commercial Lending, Business Development, Small Business Lending, Finance, Financial Analysis, Mortgage Lending, Investments, Retail Banking, Underwriting, Commercial Banking, Credit, Credit Analysis, Sales, Banking, Risk Management, Cash Management, Treasury Management, Financial Modeling, Marketing, Mergers & Acquisitions
Education
George Mason University 1997 — 2001
BS, Marketing & Intergrative Studies
Bishop Ireton 1992 — 1996
WashingtonFirst Bank July 2009 - Present
Potomac Investments, Inc February 2004 - April 2009
Morgan Stanley March 2001 - February 2004
Washington Redskins July 1999 - February 2001
Skills
Portfolio Management, Strategy, Loans, Mergers, Commercial Lending, Business Development, Small Business Lending, Finance, Financial Analysis, Mortgage Lending, Investments, Retail Banking, Underwriting, Commercial Banking, Credit, Credit Analysis, Sales, Banking, Risk Management, Cash Management, Treasury Management, Financial Modeling, Marketing, Mergers & Acquisitions
Education
George Mason University 1997 — 2001
BS, Marketing & Intergrative Studies
Bishop Ireton 1992 — 1996
Kristian Honey Kristian Honey's Morgan Stanley Experience April 2015 - Present
Job Vice President Change the Bank at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Goldman Sachs September 2013 - March 2015
Goldman Sachs March 2010 - March 2012
UBS Wealth Management July 2008 - May 2010
UBS Wealth Management June 2005 - July 2008
JPMorgan Chase June 2001 - June 2005
Skills
Securities, Equities, Fixed Income, Capital Markets, Business Analysis, Program Management, Business Process..., Hedge Funds, Change Management, Financial Services, Banking, SharePoint, Risk Management, Straight Through..., Leadership, Cross-functional Team..., Management, User Acceptance Testing, Financial Modeling, Investment Banking, Portfolio Management, Middle Office, Series 7, Trading Systems
Education
Georgetown University 1994 — 1998
BS, Major: Biology; Minor: Theology
Morgan Stanley April 2015 - Present
Goldman Sachs September 2013 - March 2015
Goldman Sachs March 2010 - March 2012
UBS Wealth Management July 2008 - May 2010
UBS Wealth Management June 2005 - July 2008
JPMorgan Chase June 2001 - June 2005
Skills
Securities, Equities, Fixed Income, Capital Markets, Business Analysis, Program Management, Business Process..., Hedge Funds, Change Management, Financial Services, Banking, SharePoint, Risk Management, Straight Through..., Leadership, Cross-functional Team..., Management, User Acceptance Testing, Financial Modeling, Investment Banking, Portfolio Management, Middle Office, Series 7, Trading Systems
Education
Georgetown University 1994 — 1998
BS, Major: Biology; Minor: Theology
Shinichiro Fuse's Morgan Stanley Experience June 2007 - August 2007
Job Director, Business Development at bluebird bio
Industry Biotechnology
Experience
bluebird bio March 2014 - Present
Nikkei Business Publications August 2013 - Present
Campbell Alliance July 2012 - February 2014
PureTech Ventures February 2011 - July 2012
Clarion Healthcare September 2008 - February 2011
Morgan Stanley June 2007 - August 2007
Skills
Biotechnology Industry, Lifesciences, Data Analysis, Business Strategy, Financial Modeling, Science, Entrepreneurship, Biotechnology, Assay Development, Start-ups, Strategy, Vaccines, Business Development, Leadership, Pharmaceutical Industry, Immunology, Oncology, Consulting, Life Sciences, Molecular Biology
Education
Dartmouth Medical School 2003 — 2008
Ph.D.
The University of Tokyo 2001 — 2003
M.S.
Keio University 1997 — 2001
B.E.
bluebird bio March 2014 - Present
Nikkei Business Publications August 2013 - Present
Campbell Alliance July 2012 - February 2014
PureTech Ventures February 2011 - July 2012
Clarion Healthcare September 2008 - February 2011
Morgan Stanley June 2007 - August 2007
Skills
Biotechnology Industry, Lifesciences, Data Analysis, Business Strategy, Financial Modeling, Science, Entrepreneurship, Biotechnology, Assay Development, Start-ups, Strategy, Vaccines, Business Development, Leadership, Pharmaceutical Industry, Immunology, Oncology, Consulting, Life Sciences, Molecular Biology
Education
Dartmouth Medical School 2003 — 2008
Ph.D.
The University of Tokyo 2001 — 2003
M.S.
Keio University 1997 — 2001
B.E.
Christopher Kushma Christopher Kushma's Morgan Stanley Experience October 2014 - March 2015
Job Consultant at Confidential (Financial Services)
Industry Financial Services
Experience
Confidential (Financial Services) July 2015 - Present
Morgan Stanley October 2014 - March 2015
Octagon September 2013 - December 2013
George Washington University October 2012 - May 2013
Buckskill Tennis Club May 2012 - August 2012
Horace Mann School March 2012 - May 2012
Women's Sports Foundation February 2012 - May 2012
Skills
Marketing, Sports, Sports Management, Athletics, Sponsorship, Event Planning, Fundraising, Marketing Strategy, Market Research, Microsoft Word, Microsoft Excel, Facebook, Social Media, Public Speaking, Tennis, Event Management, Research, Social Networking, Leadership, Microsoft Office, Higher Education, PowerPoint, Coaching
Education
Georgetown University 2012 — 2013
Master of Professional Studies, Sport's Industry Management
The George Washington University 2007 — 2011
BA, Political Science
Confidential (Financial Services) July 2015 - Present
Morgan Stanley October 2014 - March 2015
Octagon September 2013 - December 2013
George Washington University October 2012 - May 2013
Buckskill Tennis Club May 2012 - August 2012
Horace Mann School March 2012 - May 2012
Women's Sports Foundation February 2012 - May 2012
Skills
Marketing, Sports, Sports Management, Athletics, Sponsorship, Event Planning, Fundraising, Marketing Strategy, Market Research, Microsoft Word, Microsoft Excel, Facebook, Social Media, Public Speaking, Tennis, Event Management, Research, Social Networking, Leadership, Microsoft Office, Higher Education, PowerPoint, Coaching
Education
Georgetown University 2012 — 2013
Master of Professional Studies, Sport's Industry Management
The George Washington University 2007 — 2011
BA, Political Science
Sandra J. Wagner, CFP® Sandra J. Wagner, CFP®'s Morgan Stanley Experience 2001 - 2005
Job CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Wagner Planning March 2009 - Present
A.G. Edwards August 2005 - March 2009
Morgan Stanley 2001 - 2005
Education
George Fox University
BS, Business and Economics
The American College 2004 — 2006
CFP® Certification Curriculum
Wagner Planning March 2009 - Present
A.G. Edwards August 2005 - March 2009
Morgan Stanley 2001 - 2005
Education
George Fox University
BS, Business and Economics
The American College 2004 — 2006
CFP® Certification Curriculum
Brooks Walker's Morgan Stanley Experience May 2014 - Present
Job Equity Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Brown Brothers Harriman July 2013 - May 2014
Brown Brothers Harriman June 2012 - July 2013
SocialCode September 2011 - January 2012
Itau Securities August 2011 - September 2011
Greenwich Associates June 2011 - July 2011
Skills
Social Media, Financial Analysis, Investment Management, Trading, Wealth Management, Bloomberg, Investments, Spanish, Economics, PowerPoint, Research, Microsoft Excel, Data Analysis, Financial Modeling, Bloomberg Terminal, Valuation, Equities, Hedge Funds, Capital Markets
Education
Georgetown University 2008 — 2012
BA, Government and Economics
Greenwich Country Day School 1995 — 2005
Morgan Stanley May 2014 - Present
Brown Brothers Harriman July 2013 - May 2014
Brown Brothers Harriman June 2012 - July 2013
SocialCode September 2011 - January 2012
Itau Securities August 2011 - September 2011
Greenwich Associates June 2011 - July 2011
Skills
Social Media, Financial Analysis, Investment Management, Trading, Wealth Management, Bloomberg, Investments, Spanish, Economics, PowerPoint, Research, Microsoft Excel, Data Analysis, Financial Modeling, Bloomberg Terminal, Valuation, Equities, Hedge Funds, Capital Markets
Education
Georgetown University 2008 — 2012
BA, Government and Economics
Greenwich Country Day School 1995 — 2005
Christopher Manocchio Christopher Manocchio's Morgan Stanley Experience January 2001 - January 2003
Job Senior Financial Analyst at Kaiser Permanente
Industry Hospital & Health Care
Experience
Kaiser Permanente August 2012 - Present
j2 Global Communications May 2012 - August 2012
Cedars Sinai Medical Center January 2009 - May 2012
LAUP 2008 - 2009
IKON 2004 - 2008
Morgan Stanley January 2001 - January 2003
Civic Zone Inc., June 1998 - August 1999
World Airways June 1996 - August 1998
Skills
Financial Modeling, Corporate Finance, Financial Reporting, Excel, Financial Analysis, Forecasting, Valuation, Business Planning, Business Strategy, Industry Analysis, Project Finance, Access, Business Valuation, Due Diligence, Equities, Accounting, Data Analysis, Analysis, Competitive Analysis, PowerPoint, P&L, Entrepreneurship, Microsoft Office, Business Analysis, Asset Management, Business Modeling, Budgeting, Benchmarking, Planning, Analytics, SAS, Word, Macroeconomics, New Business Development, Market Research, Strategic Planning, Spanish, Economics, Budget Analysis, Bloomberg, Capital Markets, Financial Planning, Process Improvement, Business Development, Leadership, Budgets, Training, Microsoft Excel, Microsoft Word
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Certificate, MBA Foundation Series
University of California, Los Angeles - The Anderson School of Management 2011 — 2011
Finance, Corporate Finance Certificate
George Mason University 1998 — 2001
Bachelor of Science; Dual, English & Economics
Kaiser Permanente August 2012 - Present
j2 Global Communications May 2012 - August 2012
Cedars Sinai Medical Center January 2009 - May 2012
LAUP 2008 - 2009
IKON 2004 - 2008
Morgan Stanley January 2001 - January 2003
Civic Zone Inc., June 1998 - August 1999
World Airways June 1996 - August 1998
Skills
Financial Modeling, Corporate Finance, Financial Reporting, Excel, Financial Analysis, Forecasting, Valuation, Business Planning, Business Strategy, Industry Analysis, Project Finance, Access, Business Valuation, Due Diligence, Equities, Accounting, Data Analysis, Analysis, Competitive Analysis, PowerPoint, P&L, Entrepreneurship, Microsoft Office, Business Analysis, Asset Management, Business Modeling, Budgeting, Benchmarking, Planning, Analytics, SAS, Word, Macroeconomics, New Business Development, Market Research, Strategic Planning, Spanish, Economics, Budget Analysis, Bloomberg, Capital Markets, Financial Planning, Process Improvement, Business Development, Leadership, Budgets, Training, Microsoft Excel, Microsoft Word
Education
University of Pennsylvania - The Wharton School 2013 — 2013
Certificate, MBA Foundation Series
University of California, Los Angeles - The Anderson School of Management 2011 — 2011
Finance, Corporate Finance Certificate
George Mason University 1998 — 2001
Bachelor of Science; Dual, English & Economics
Petr Burunov Petr Burunov's Morgan Stanley Experience September 2000 - March 2003
Job President at Ambassador Wealth Management, Financial Planner, Provide comprehensive financial advice & services
Industry Financial Services
Experience
Ambassador Wealth Management January 2009 - Present
Bank of America Merrill Lynch May 2003 - July 2012
Morgan Stanley September 2000 - March 2003
Skills
Retirement Planning, Strategic Financial..., Portfolio Management, Accounting, Financial Research, Trust Management, Estate Planning, Wealth Management, Investment Advisory, Investments, Asset Allocation, Financial Planners, Investment Strategies, Tax, Financial Advisory, Finance, Retirement, Financial Planning
Education
Portland State University 2009 — 2010
Accounting
George Fox University 2004 — 2006
BA, Business Management/Organizational Leadership
Portland Community College 1996 — 2000
Certificate in Dental Technology, Dental Technology and Accounting
Ambassador Wealth Management January 2009 - Present
Bank of America Merrill Lynch May 2003 - July 2012
Morgan Stanley September 2000 - March 2003
Skills
Retirement Planning, Strategic Financial..., Portfolio Management, Accounting, Financial Research, Trust Management, Estate Planning, Wealth Management, Investment Advisory, Investments, Asset Allocation, Financial Planners, Investment Strategies, Tax, Financial Advisory, Finance, Retirement, Financial Planning
Education
Portland State University 2009 — 2010
Accounting
George Fox University 2004 — 2006
BA, Business Management/Organizational Leadership
Portland Community College 1996 — 2000
Certificate in Dental Technology, Dental Technology and Accounting
Alexander Bramlet's Morgan Stanley Experience May 2014 - October 2014
Job Financial Analyst at Wells Fargo
Industry
Experience
Wells Fargo Securities December 2014 - Present
Morgan Stanley May 2014 - October 2014
Software & Information Industry Association June 2013 - May 2014
The Case Foundation June 2012 - September 2012
Telecommunication Industry Association (TIA) June 2010 - August 2011
Software & Information Industry Association (SIIA) June 2009 - September 2009
Education
Georgetown University 2010 — 2013
Bachelor of Business Administration (BBA), Finance and International Business
The Chinese University of Hong Kong 2012 — 2012
International Business
Wells Fargo Securities December 2014 - Present
Morgan Stanley May 2014 - October 2014
Software & Information Industry Association June 2013 - May 2014
The Case Foundation June 2012 - September 2012
Telecommunication Industry Association (TIA) June 2010 - August 2011
Software & Information Industry Association (SIIA) June 2009 - September 2009
Education
Georgetown University 2010 — 2013
Bachelor of Business Administration (BBA), Finance and International Business
The Chinese University of Hong Kong 2012 — 2012
International Business
Kirstin Russell Kirstin Russell's Morgan Stanley Experience December 2014 - January 2015
Job Credit Analyst at 44 Business Capital, LLC
Industry Financial Services
Experience
44 Business Capital, LLC August 2015 - Present
PA Pride Women's Lacrosse May 2010 - Present
Morgan Stanley December 2014 - January 2015
George Mason University January 2014 - December 2014
Bergey's Truck Centers May 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Analysis, Time Management, Leadership, Teamwork, Facebook
Education
George Mason University 2011 — 2015
Bachelor's degree, Finance, General
Souderton Area High School 2007 — 2011
44 Business Capital, LLC August 2015 - Present
PA Pride Women's Lacrosse May 2010 - Present
Morgan Stanley December 2014 - January 2015
George Mason University January 2014 - December 2014
Bergey's Truck Centers May 2014 - August 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Research, Analysis, Time Management, Leadership, Teamwork, Facebook
Education
George Mason University 2011 — 2015
Bachelor's degree, Finance, General
Souderton Area High School 2007 — 2011
Miguel Atilano Miguel Atilano's Morgan Stanley Experience January 2012 — December 2014
Job New York Life Insurance Company
Industry Financial Services
Experience
Morgan Stanley January 2012 — December 2014
New York Life January 2015 — September 2016
Capital Financial Planners September 2016 — Present
Education
Stanford University 2012 — 2014
Masters in Economics and Finance, International Economics
George Mason University 2005 — 2008
Bachelor's of Psychology, Psychology
Morgan Stanley January 2012 — December 2014
New York Life January 2015 — September 2016
Capital Financial Planners September 2016 — Present
Education
Stanford University 2012 — 2014
Masters in Economics and Finance, International Economics
George Mason University 2005 — 2008
Bachelor's of Psychology, Psychology
Amy Savalia Patel's Morgan Stanley Experience June 2002 - May 2003
Job Enterprise Portfolio at Macy's
Industry Retail
Experience
Macy's January 2014 - Present
macys.com May 2011 - January 2014
Booz Allen Hamilton 2010 - 2011
University of California Berkeley Career Services January 2010 - March 2010
Quorum Consulting January 2009 - 2009
Accenture 2004 - 2009
Marsh McLennan & Companies June 2003 - August 2003
Morgan Stanley June 2002 - May 2003
Merrill Lynch 2001 - 2001
Skills
Strategy, Business Strategy, CRM, Process Improvement, E-commerce, Project Management, Business Development, Business Process, Strategic Planning, Consulting, Analytics, Cross-functional Team..., Marketing Strategy, Management Consulting, Risk Management, Business Transformation, Business Process..., Change Management, Market Research, Business Planning, Marketing, Retail, Omnichannel strategy, Portfolio planning, Capital planning, Lean six sigma, Digital Strategy, Ecommerce strategy, Omnichannel marketing, Financial Modeling, Market Intelligence, Portfolio Management, Merchandising
Education
New York University
Gemological Institute of America 2008 — 2008
The London School of Economics and Political Science (LSE) 2001 — 2001
Macy's January 2014 - Present
macys.com May 2011 - January 2014
Booz Allen Hamilton 2010 - 2011
University of California Berkeley Career Services January 2010 - March 2010
Quorum Consulting January 2009 - 2009
Accenture 2004 - 2009
Marsh McLennan & Companies June 2003 - August 2003
Morgan Stanley June 2002 - May 2003
Merrill Lynch 2001 - 2001
Skills
Strategy, Business Strategy, CRM, Process Improvement, E-commerce, Project Management, Business Development, Business Process, Strategic Planning, Consulting, Analytics, Cross-functional Team..., Marketing Strategy, Management Consulting, Risk Management, Business Transformation, Business Process..., Change Management, Market Research, Business Planning, Marketing, Retail, Omnichannel strategy, Portfolio planning, Capital planning, Lean six sigma, Digital Strategy, Ecommerce strategy, Omnichannel marketing, Financial Modeling, Market Intelligence, Portfolio Management, Merchandising
Education
New York University
Gemological Institute of America 2008 — 2008
The London School of Economics and Political Science (LSE) 2001 — 2001
Jason Foss Jason Foss's Morgan Stanley Experience 1995 - 1997
Job Corporate Finance | M&A | Life Sciences | Healthcare
Industry Financial Services
Experience
Gryphon Emerging Markets 2011 - 2013
Citigroup 2005 - 2008
Bear Stearns 2004 - 2005
UBS Investment Bank 1999 - 2003
Morgan Stanley 1995 - 1997
Skills
Mergers, Healthcare, Venture Capital, Corporate Finance, Investment Banking, Emerging Markets, Mergers & Acquisitions, Private Equity, Capital Markets, Valuation, Finance, Due Diligence, Acquisitions, Divestitures, Restructuring, M&A experience, Biotechnology, Pharmaceutical Industry
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Accounting
Georgetown University 1988 — 1992
BA, Psychology, Russian Area Studies
The Westminster Schools 1981 — 1988
Gryphon Emerging Markets 2011 - 2013
Citigroup 2005 - 2008
Bear Stearns 2004 - 2005
UBS Investment Bank 1999 - 2003
Morgan Stanley 1995 - 1997
Skills
Mergers, Healthcare, Venture Capital, Corporate Finance, Investment Banking, Emerging Markets, Mergers & Acquisitions, Private Equity, Capital Markets, Valuation, Finance, Due Diligence, Acquisitions, Divestitures, Restructuring, M&A experience, Biotechnology, Pharmaceutical Industry
Education
The University of Chicago Booth School of Business 1997 — 1999
MBA, Finance, Accounting
Georgetown University 1988 — 1992
BA, Psychology, Russian Area Studies
The Westminster Schools 1981 — 1988
Shara Wells Shara Wells's Morgan Stanley Experience June 2015 - Present
Job Complex Manager Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
The Ritz-Carlton Hotel Company, L.L.C. June 2013 - Present
Marriott International January 2011 - June 2013
Marriott International September 2007 - January 2011
Education
George Mason University 2002 — 2006
Bachelor of Science (B.S.), Tourism and Event Management
Morgan Stanley June 2015 - Present
The Ritz-Carlton Hotel Company, L.L.C. June 2013 - Present
Marriott International January 2011 - June 2013
Marriott International September 2007 - January 2011
Education
George Mason University 2002 — 2006
Bachelor of Science (B.S.), Tourism and Event Management
Jack Newcombe Jack Newcombe's Morgan Stanley Experience June 2004 - April 2005
Job Co Founder and CEO at Cliqness, Inc.
Industry Health, Wellness and Fitness
Experience
Cliqness, Inc. October 2013 - Present
Creators July 2011 - Present
Creators Syndicate June 2009 - June 2011
Wikia June 2008 - August 2008
Goldman Sachs May 2005 - August 2007
Morgan Stanley June 2004 - April 2005
Skills
Entrepreneurship, Start-up Ventures, Corporate Development, Start-ups, Digital Media, Entertainment, Media, Management, Publishing, Financial Modeling, Strategic Partnerships, Venture Capital, Competitive Analysis, Marketing Strategy, Social Media, New Media, Blogging, Advertising, Strategy, Private Equity
Education
Stanford University Graduate School of Business 2007 — 2009
MBA
Georgetown University 2000 — 2004
BA, Government; Spanish
Cliqness, Inc. October 2013 - Present
Creators July 2011 - Present
Creators Syndicate June 2009 - June 2011
Wikia June 2008 - August 2008
Goldman Sachs May 2005 - August 2007
Morgan Stanley June 2004 - April 2005
Skills
Entrepreneurship, Start-up Ventures, Corporate Development, Start-ups, Digital Media, Entertainment, Media, Management, Publishing, Financial Modeling, Strategic Partnerships, Venture Capital, Competitive Analysis, Marketing Strategy, Social Media, New Media, Blogging, Advertising, Strategy, Private Equity
Education
Stanford University Graduate School of Business 2007 — 2009
MBA
Georgetown University 2000 — 2004
BA, Government; Spanish
Megan McVay's Morgan Stanley Experience September 2012 - August 2013
Job Student at Georgetown University
Industry
Experience
Initiative June 2015 - August 2015
Snooze an A.M. Eatery June 2014 - August 2014
Morgan Stanley September 2012 - August 2013
Torrey Pines High School Yearbook August 2012 - June 2013
Nothing Bundt Cakes August 2011 - September 2012
Mainstreet Communications August 2011 - September 2012
Skills
Writing, Teamwork, Adobe Creative Suite, Customer Service, Social Media, Social Networking, Leadership, Critical Thinking, Microsoft Office, Editing, Facebook, Event Planning, Research, Management, Public Speaking, Social Media Marketing, Time Management
Education
Georgetown University 2013 — 2017
Bachelor's Degree, English
Initiative June 2015 - August 2015
Snooze an A.M. Eatery June 2014 - August 2014
Morgan Stanley September 2012 - August 2013
Torrey Pines High School Yearbook August 2012 - June 2013
Nothing Bundt Cakes August 2011 - September 2012
Mainstreet Communications August 2011 - September 2012
Skills
Writing, Teamwork, Adobe Creative Suite, Customer Service, Social Media, Social Networking, Leadership, Critical Thinking, Microsoft Office, Editing, Facebook, Event Planning, Research, Management, Public Speaking, Social Media Marketing, Time Management
Education
Georgetown University 2013 — 2017
Bachelor's Degree, English
Juan Carlos Fierro's Morgan Stanley Experience January 1998 - September 1999
Job Finance Professional specializing in Analytics, Auditing, and Business Development
Industry Financial Services
Experience
U.S. Department of Commerce April 2015 - Present
Juan Carlos Financial Network (JCFN) January 2015 - Present
TMX Finance June 2014 - December 2014
Liberty Tax Service January 2013 - May 2014
H & R Block January 2010 - December 2012
United Arab Emirates January 2008 - December 2008
Rome Enterprises Ltd. January 2005 - December 2007
The Philadelphia Trust Co. January 2005 - March 2006
Merrill Lynch October 1999 - December 2003
Morgan Stanley January 1998 - September 1999
Skills
Budgeting, Business Analysis, Business Strategy, Business Management, Excel, Financial Analysis, Team Leadership, Negotiation, Organizational..., Risk Management, Problem Solving, Spanish, Team Building, Finance, Management Consulting, Analysis, Budgets, Microsoft Excel, Investments, Project Planning, Marketing, Financial Reporting, Business Planning, Training, Process Improvement, Leadership, Accounting, Portfolio Management, Management, Economics, Tax, Strategy, Forecasting, Business Development, Coaching, Corporate Finance, Banking, Policy, Start-ups, Payroll, Strategic Planning, Research, Strategic Financial..., Auditing, Entrepreneurship, Financial Modeling, Mergers & Acquisitions, Small Business, Tax Preparation, Managerial Finance
Education
George Mason University 1985 — 1989
Bachelor of Applied Science (BASc), Political Science and Government
U.S. Department of Commerce April 2015 - Present
Juan Carlos Financial Network (JCFN) January 2015 - Present
TMX Finance June 2014 - December 2014
Liberty Tax Service January 2013 - May 2014
H & R Block January 2010 - December 2012
United Arab Emirates January 2008 - December 2008
Rome Enterprises Ltd. January 2005 - December 2007
The Philadelphia Trust Co. January 2005 - March 2006
Merrill Lynch October 1999 - December 2003
Morgan Stanley January 1998 - September 1999
Skills
Budgeting, Business Analysis, Business Strategy, Business Management, Excel, Financial Analysis, Team Leadership, Negotiation, Organizational..., Risk Management, Problem Solving, Spanish, Team Building, Finance, Management Consulting, Analysis, Budgets, Microsoft Excel, Investments, Project Planning, Marketing, Financial Reporting, Business Planning, Training, Process Improvement, Leadership, Accounting, Portfolio Management, Management, Economics, Tax, Strategy, Forecasting, Business Development, Coaching, Corporate Finance, Banking, Policy, Start-ups, Payroll, Strategic Planning, Research, Strategic Financial..., Auditing, Entrepreneurship, Financial Modeling, Mergers & Acquisitions, Small Business, Tax Preparation, Managerial Finance
Education
George Mason University 1985 — 1989
Bachelor of Applied Science (BASc), Political Science and Government
Jason Reid's Morgan Stanley Experience June 2004 - August 2005
Job Vice President at The Stagwell Group
Industry Computer Software
Experience
The Stagwell Group September 2015 - Present
Microsoft July 2014 - September 2015
Three Sons Ranch January 2012 - July 2014
Sigma Capital November 2009 - December 2011
Intrepid Capital Management March 2008 - August 2009
Empyrean Capital Management August 2005 - August 2007
Morgan Stanley June 2004 - August 2005
Morgan Stanley June 2003 - August 2003
Skills
Investment Banking, Hedge Funds, Asset Managment, Asset Management, Mergers & Acquisitions, Investments, Valuation, Equity Research, Equities, Alternative Investments, Bloomberg, Financial Modeling, Capital Markets, Fixed Income, Venture Capital
Education
Georgetown University 2000 — 2004
B.S, Finance & International Business
The Stagwell Group September 2015 - Present
Microsoft July 2014 - September 2015
Three Sons Ranch January 2012 - July 2014
Sigma Capital November 2009 - December 2011
Intrepid Capital Management March 2008 - August 2009
Empyrean Capital Management August 2005 - August 2007
Morgan Stanley June 2004 - August 2005
Morgan Stanley June 2003 - August 2003
Skills
Investment Banking, Hedge Funds, Asset Managment, Asset Management, Mergers & Acquisitions, Investments, Valuation, Equity Research, Equities, Alternative Investments, Bloomberg, Financial Modeling, Capital Markets, Fixed Income, Venture Capital
Education
Georgetown University 2000 — 2004
B.S, Finance & International Business
Rob Gutowski Rob Gutowski's Morgan Stanley Experience 2003 - 2007
Job Managing Director at MSCI Inc.
Industry Financial Services
Experience
MSCI Inc. 2007 - Present
Morgan Stanley 2003 - 2007
Clifford Chance US LLP 2001 - 2003
Rogers & Wells LLP 1999 - 2001
Regis Jesuit High School 1992 - 1994
St. John's College Sixth Form Belize 1990 - 1992
Skills
Financial Services, Licensing, Intellectual Property, Mergers & Acquisitions, Management, Corporate Governance, Strategy, Human Resources
Education
SUNY Buffalo Law School 1996 — 1999
Georgetown University 1986 — 1990
MSCI Inc. 2007 - Present
Morgan Stanley 2003 - 2007
Clifford Chance US LLP 2001 - 2003
Rogers & Wells LLP 1999 - 2001
Regis Jesuit High School 1992 - 1994
St. John's College Sixth Form Belize 1990 - 1992
Skills
Financial Services, Licensing, Intellectual Property, Mergers & Acquisitions, Management, Corporate Governance, Strategy, Human Resources
Education
SUNY Buffalo Law School 1996 — 1999
Georgetown University 1986 — 1990
Mike Cimilluca Mike Cimilluca's Morgan Stanley Experience September 2015 - Present
Job Financial Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Entertainment Services LLC May 2015 - August 2015
Standard Chartered Bank June 2014 - September 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Team Leadership, Financial Modeling, Finance, Financial Reporting, Financial Accounting, Public Speaking, Leadership, Research, Data Analysis
Education
Georgetown University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
West Essex Regional High School 2006 — 2010
Morgan Stanley September 2015 - Present
Entertainment Services LLC May 2015 - August 2015
Standard Chartered Bank June 2014 - September 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Financial Analysis, Team Leadership, Financial Modeling, Finance, Financial Reporting, Financial Accounting, Public Speaking, Leadership, Research, Data Analysis
Education
Georgetown University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance, General
West Essex Regional High School 2006 — 2010
Cortne Edmonds Cortne Edmonds's Morgan Stanley Experience 2007 - 2008
Job Department Manager at TransPerfect; Proven performer in managing, innovation and creating business solutions
Industry Translation and Localization
Experience
TransPerfect June 2011 - Present
Georgetown at Patch.com June 2011 - June 2011
Tabaq Bistro February 2011 - May 2011
National Residence Hall Honorary May 2008 - May 2011
Office of the Provost, Georgetown University January 2008 - May 2011
Municipal Employees Legal Services, District Council 37 July 2009 - August 2009
Sterling Law Firm May 2009 - July 2009
Morgan Stanley 2007 - 2008
Skills
Microsoft Office, Social Media, Violin, Event Management, Management, Mandarin, Project Managment, Project Management, Editing, Westlaw, Multitasker, Organizer, Managerial, Chinese, Research, International Relations, LexisNexis, Administrative Support, Mandarin Chinese, US-China Policy, Wordfast, Writing, Public Speaking, Personnel Management, Negotiation, Process Engineering, Creative Strategy, Operations Management, Creative Solutions, Leadership, Desktop Publishing, New Account Management, CAT tools, Translation Memory, Chinese Foreign Policy, Strategy, Microsoft Excel
Education
Georgetown University 2007 — 2011
Bachelor of Arts, Chinese, Government
Harbin Institute of Technology 2009 — 2009
Mandarin, U.S.-China Relations
WWPHS South 2003 — 2007
High School Diploma
TransPerfect June 2011 - Present
Georgetown at Patch.com June 2011 - June 2011
Tabaq Bistro February 2011 - May 2011
National Residence Hall Honorary May 2008 - May 2011
Office of the Provost, Georgetown University January 2008 - May 2011
Municipal Employees Legal Services, District Council 37 July 2009 - August 2009
Sterling Law Firm May 2009 - July 2009
Morgan Stanley 2007 - 2008
Skills
Microsoft Office, Social Media, Violin, Event Management, Management, Mandarin, Project Managment, Project Management, Editing, Westlaw, Multitasker, Organizer, Managerial, Chinese, Research, International Relations, LexisNexis, Administrative Support, Mandarin Chinese, US-China Policy, Wordfast, Writing, Public Speaking, Personnel Management, Negotiation, Process Engineering, Creative Strategy, Operations Management, Creative Solutions, Leadership, Desktop Publishing, New Account Management, CAT tools, Translation Memory, Chinese Foreign Policy, Strategy, Microsoft Excel
Education
Georgetown University 2007 — 2011
Bachelor of Arts, Chinese, Government
Harbin Institute of Technology 2009 — 2009
Mandarin, U.S.-China Relations
WWPHS South 2003 — 2007
High School Diploma
Christy Hahn Christy Hahn's Morgan Stanley Experience January 2014 - Present
Job Executive Director, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley June 2006 - Present
Merrill Lynch 2004 - 2006
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Strategy
Georgetown University 1993 — 1997
BSBA, Marketing
Morgan Stanley January 2014 - Present
Morgan Stanley June 2006 - Present
Merrill Lynch 2004 - 2006
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Strategy
Georgetown University 1993 — 1997
BSBA, Marketing
Colleen Tapen Colleen Tapen's Morgan Stanley Experience 2011 - 2011
Job Associate Director at Evolent Health
Industry Hospital & Health Care
Experience
Evolent Health July 2015 - Present
Evolent Health July 2014 - Present
Evolent Health June 2013 - June 2014
US Department of Health and Human Services January 2013 - April 2013
Potomac Research Group October 2012 - December 2012
Bank of America Merrill Lynch June 2012 - August 2012
Congressman Robert E. Andrews January 2012 - April 2012
White House Office of Presidential Correspondence May 2011 - December 2011
Morgan Stanley 2011 - 2011
Knight Capital Group June 2010 - August 2010
Skills
Health Policy, Microsoft Excel, Healthcare, Management, Budgets, Communication, Policy, Writing, SQL, Business Strategy, Data Analysis, Financial Analysis, Innovation Development
Education
Georgetown University 2009 — 2013
Bachelor of Science (BS)
The Pingry School 2003 — 2009
High School Diploma
Evolent Health July 2015 - Present
Evolent Health July 2014 - Present
Evolent Health June 2013 - June 2014
US Department of Health and Human Services January 2013 - April 2013
Potomac Research Group October 2012 - December 2012
Bank of America Merrill Lynch June 2012 - August 2012
Congressman Robert E. Andrews January 2012 - April 2012
White House Office of Presidential Correspondence May 2011 - December 2011
Morgan Stanley 2011 - 2011
Knight Capital Group June 2010 - August 2010
Skills
Health Policy, Microsoft Excel, Healthcare, Management, Budgets, Communication, Policy, Writing, SQL, Business Strategy, Data Analysis, Financial Analysis, Innovation Development
Education
Georgetown University 2009 — 2013
Bachelor of Science (BS)
The Pingry School 2003 — 2009
High School Diploma
Andrew Blay's Morgan Stanley Experience August 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
RBC Capital Markets July 2014 - July 2015
Brand Ambassador January 2014 - May 2014
DigitalDNA, LLC April 2012 - April 2014
RBC Capital Markets June 2013 - August 2013
Eurasia Center July 2011 - December 2011
Intex Recreation Corp. May 2011 - August 2011
Loyola Blakefield June 2010 - January 2011
Showcase Technology June 2009 - August 2009
Skills
Computer Proficiency, Internet Strategy, Internet Communications, English to French, Microsoft Excel, Public Speaking, Team Leadership, Capital IQ, Microsoft Word, Data Analysis, Social Networking, Spanish, PowerPoint, Social Media, Microsoft Office, Leadership, Customer Service, Digital Strategy, Fundraising, Facebook, Market Research, Editing, Business Development, Research, Teamwork
Education
Georgetown University 2010 — 2014
Bachelor's Degree, Science, Technology & International Affairs
Loyola High School 2006 — 2010
Morgan Stanley August 2015 - Present
RBC Capital Markets July 2014 - July 2015
Brand Ambassador January 2014 - May 2014
DigitalDNA, LLC April 2012 - April 2014
RBC Capital Markets June 2013 - August 2013
Eurasia Center July 2011 - December 2011
Intex Recreation Corp. May 2011 - August 2011
Loyola Blakefield June 2010 - January 2011
Showcase Technology June 2009 - August 2009
Skills
Computer Proficiency, Internet Strategy, Internet Communications, English to French, Microsoft Excel, Public Speaking, Team Leadership, Capital IQ, Microsoft Word, Data Analysis, Social Networking, Spanish, PowerPoint, Social Media, Microsoft Office, Leadership, Customer Service, Digital Strategy, Fundraising, Facebook, Market Research, Editing, Business Development, Research, Teamwork
Education
Georgetown University 2010 — 2014
Bachelor's Degree, Science, Technology & International Affairs
Loyola High School 2006 — 2010
Kristina Howe Kristina Howe's Morgan Stanley Experience 1990 - 1993
Job VP, Operations at AIMCO
Industry Real Estate
Experience
AIMCO November 2010 - Present
AIMCO November 2009 - December 2010
AIMCO August 2007 - December 2009
AIMCO June 2002 - July 2007
Booz-Allen & Hamilton September 1995 - October 2000
Morgan Stanley 1990 - 1993
Skills
Real Estate, Asset Managment, Property Management, Negotiation, Contract Negotiation, Due Diligence, Disposition, Financial Analysis, Asset Management, Operations Management, Strategic Planning, Leases, Budgets, Apartments, Real Estate Economics, Real Estate Development, Financial Modeling, Acquisitions, Management, Mergers & Acquisitions, Business Strategy, Facilities Management, Valuation
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Operations and Information Management
Georgetown University 1986 — 1990
BSFS, International Finance and Commerce
The London School of Economics and Political Science (LSE) 1988 — 1989
AIMCO November 2010 - Present
AIMCO November 2009 - December 2010
AIMCO August 2007 - December 2009
AIMCO June 2002 - July 2007
Booz-Allen & Hamilton September 1995 - October 2000
Morgan Stanley 1990 - 1993
Skills
Real Estate, Asset Managment, Property Management, Negotiation, Contract Negotiation, Due Diligence, Disposition, Financial Analysis, Asset Management, Operations Management, Strategic Planning, Leases, Budgets, Apartments, Real Estate Economics, Real Estate Development, Financial Modeling, Acquisitions, Management, Mergers & Acquisitions, Business Strategy, Facilities Management, Valuation
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Operations and Information Management
Georgetown University 1986 — 1990
BSFS, International Finance and Commerce
The London School of Economics and Political Science (LSE) 1988 — 1989
Alexander Karjeker Alexander Karjeker's Morgan Stanley Experience June 2012 - February 2014
Job Policy Research Data Scientist
Industry Internet
Experience
Morgan Stanley June 2012 - February 2014
U.S. Senate Committee on Banking, Housing and Urban Affairs August 2011 - December 2011
Office of Management and Budget - Office of Information and Regulatory Affairs June 2011 - August 2011
Office of Management and Administration February 2011 - April 2011
Office of Presidential Correspondence September 2010 - January 2011
Georgetown University August 2009 - June 2010
Lloyd Doggett for U.S. Congress August 2007 - December 2008
The Office of Congressman Lloyd Doggett (TX-25) June 2007 - August 2007
The Office of Congressman Lloyd Doggett (TX-25) January 2007 - May 2007
Lloyd Doggett for U.S. Congress August 2006 - December 2006
Skills
Economics, Econometrics, Statistical Analysis, Regulatory Affairs, Economic Policy, Data Analysis, Stata, Public Policy, Java, Web Development, Spanish, Government Affairs, Political Campaigns, Legislative Relations, Statistics, Public Finance, Politics, Government, Analysis, Investment Banking, Political Science, Capital Markets, Policy, Finance, Quantitative Analytics, VBA, Fundraising, Financial Modeling, Community Outreach, Policy Analysis, Budgets, Financial Analysis, Research, Legislation, Macroeconomics, Grants, Fixed Income
Education
Georgetown University 2009 — 2012
Master of Public Policy, Master of Arts, Economics
The University of Texas at Austin 2006 — 2009
Bachelor of Science; Bachelor of Arts, Mathematics; Economics
Clear Lake High School 2003 — 2006
Morgan Stanley June 2012 - February 2014
U.S. Senate Committee on Banking, Housing and Urban Affairs August 2011 - December 2011
Office of Management and Budget - Office of Information and Regulatory Affairs June 2011 - August 2011
Office of Management and Administration February 2011 - April 2011
Office of Presidential Correspondence September 2010 - January 2011
Georgetown University August 2009 - June 2010
Lloyd Doggett for U.S. Congress August 2007 - December 2008
The Office of Congressman Lloyd Doggett (TX-25) June 2007 - August 2007
The Office of Congressman Lloyd Doggett (TX-25) January 2007 - May 2007
Lloyd Doggett for U.S. Congress August 2006 - December 2006
Skills
Economics, Econometrics, Statistical Analysis, Regulatory Affairs, Economic Policy, Data Analysis, Stata, Public Policy, Java, Web Development, Spanish, Government Affairs, Political Campaigns, Legislative Relations, Statistics, Public Finance, Politics, Government, Analysis, Investment Banking, Political Science, Capital Markets, Policy, Finance, Quantitative Analytics, VBA, Fundraising, Financial Modeling, Community Outreach, Policy Analysis, Budgets, Financial Analysis, Research, Legislation, Macroeconomics, Grants, Fixed Income
Education
Georgetown University 2009 — 2012
Master of Public Policy, Master of Arts, Economics
The University of Texas at Austin 2006 — 2009
Bachelor of Science; Bachelor of Arts, Mathematics; Economics
Clear Lake High School 2003 — 2006
Joe Vollono Joe Vollono's Morgan Stanley Experience November 2013 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
SIFMA May 2011 - October 2013
U.S. Navy Submarine Force 2001 - 2005
Education
University of Oxford 2010 — 2011
Master of Business Administration (MBA)
Georgetown University 2006 — 2010
Master of Public Policy (MPP)
United States Naval Academy 1997 — 2001
Political Science (BS)
Morgan Stanley November 2013 - Present
SIFMA May 2011 - October 2013
U.S. Navy Submarine Force 2001 - 2005
Education
University of Oxford 2010 — 2011
Master of Business Administration (MBA)
Georgetown University 2006 — 2010
Master of Public Policy (MPP)
United States Naval Academy 1997 — 2001
Political Science (BS)
Alan Andreani Alan Andreani's Morgan Stanley Experience March 2014 - Present
Job Vice President Market Risk Equities Coverage at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2014 - Present
Morgan Stanley June 2008 - March 2014
FOLIOfn January 2007 - May 2008
Hartford Life May 2004 - August 2006
Skills
Matlab, VBA, Microsoft Excel, Microsoft Office, SQL, Bloomberg, Time Series Analysis, Probability Theory, Basel II, Basel III, Financial Risk, Quantitative Finance, VAR, Credit Derivatives, Fixed Income, Regression Models, GARCH, Financial Engineering
Education
Georgetown University 2007 — 2008
Master of Science (M.S.), Mathematics and Statistics
New Jersey Institute of Technology 2002 — 2006
Bachelor of Science (B.S.), Mathematics
Morgan Stanley March 2014 - Present
Morgan Stanley June 2008 - March 2014
FOLIOfn January 2007 - May 2008
Hartford Life May 2004 - August 2006
Skills
Matlab, VBA, Microsoft Excel, Microsoft Office, SQL, Bloomberg, Time Series Analysis, Probability Theory, Basel II, Basel III, Financial Risk, Quantitative Finance, VAR, Credit Derivatives, Fixed Income, Regression Models, GARCH, Financial Engineering
Education
Georgetown University 2007 — 2008
Master of Science (M.S.), Mathematics and Statistics
New Jersey Institute of Technology 2002 — 2006
Bachelor of Science (B.S.), Mathematics
Andrew Steers's Morgan Stanley Experience June 2010 - July 2012
Job Finance at BuzzFeed
Industry Financial Services
Experience
BuzzFeed December 2014 - Present
Curex Group Holdings, LLC July 2013 - November 2014
Olayan Group September 2012 - April 2013
Morgan Stanley June 2010 - July 2012
Deutsche Bank May 2009 - August 2009
Skills
Financial Modeling, Real Estate Private..., Financial Analysis, Valuation, Investment Banking, Private Equity, Capital Markets, Investments, Due Diligence, Corporate Finance
Education
Georgetown University 2006 — 2010
Bachelor of Science, Finance and International Business
Oxford University 2008 — 2008
International Finance and Comparative Strategic Management
BuzzFeed December 2014 - Present
Curex Group Holdings, LLC July 2013 - November 2014
Olayan Group September 2012 - April 2013
Morgan Stanley June 2010 - July 2012
Deutsche Bank May 2009 - August 2009
Skills
Financial Modeling, Real Estate Private..., Financial Analysis, Valuation, Investment Banking, Private Equity, Capital Markets, Investments, Due Diligence, Corporate Finance
Education
Georgetown University 2006 — 2010
Bachelor of Science, Finance and International Business
Oxford University 2008 — 2008
International Finance and Comparative Strategic Management
Ross Wilkinson's Morgan Stanley Experience January 2015 - Present
Job Associate Complex Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Steward Partners Global Advisory August 2013 - Present
Washington Wealth Management December 2010 - March 2013
2009 - 2010 October 2009 - June 2010
Morgan Stanley January 2005 - October 2009
Morgan Stanley January 2000 - January 2005
Morgan Stanley Group, Inc May 1998 - January 2000
Merrill Lynch March 1996 - May 1998
Merrill Lynch January 1993 - January 1996
Merrill Lynch January 1991 - January 1993
Education
George Mason University
Morgan Stanley January 2015 - Present
Steward Partners Global Advisory August 2013 - Present
Washington Wealth Management December 2010 - March 2013
2009 - 2010 October 2009 - June 2010
Morgan Stanley January 2005 - October 2009
Morgan Stanley January 2000 - January 2005
Morgan Stanley Group, Inc May 1998 - January 2000
Merrill Lynch March 1996 - May 1998
Merrill Lynch January 1993 - January 1996
Merrill Lynch January 1991 - January 1993
Education
George Mason University
Marcia (Cillan) Irwin's Morgan Stanley Experience September 1999 - July 2002
Job Managing Director, Equity Product Management at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management October 2010 - Present
Wellington Management August 2002 - 2009
Morgan Stanley September 1999 - July 2002
Goldman Sachs Asset Management June 1998 - September 1998
Banque Paribas 1995 - 1997
JP Morgan 1992 - 1995
Skills
Product Management, Equities, Strategy, Cross-functional Team..., Business Analysis, Investments, Product Development, Management, Securities, Emerging Markets, Portfolio Management, Alternative Investments, Investment Management, Hedge Funds, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Georgetown University 1988 — 1992
BS
Manulife Asset Management October 2010 - Present
Wellington Management August 2002 - 2009
Morgan Stanley September 1999 - July 2002
Goldman Sachs Asset Management June 1998 - September 1998
Banque Paribas 1995 - 1997
JP Morgan 1992 - 1995
Skills
Product Management, Equities, Strategy, Cross-functional Team..., Business Analysis, Investments, Product Development, Management, Securities, Emerging Markets, Portfolio Management, Alternative Investments, Investment Management, Hedge Funds, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA
Georgetown University 1988 — 1992
BS
Tom Hyland Tom Hyland's Morgan Stanley Experience August 2011 - August 2014
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi September 2014 - Present
Morgan Stanley August 2011 - August 2014
Cristo Rey New York High School September 2009 - July 2011
Skills
Private Banking, Financial Services, Equities, Investments
Education
Georgetown University 2005 — 2009
Bachelor of Science (BS)
Citi September 2014 - Present
Morgan Stanley August 2011 - August 2014
Cristo Rey New York High School September 2009 - July 2011
Skills
Private Banking, Financial Services, Equities, Investments
Education
Georgetown University 2005 — 2009
Bachelor of Science (BS)
Chris Osborne, CFP Chris Osborne, CFP's Morgan Stanley Experience March 2007 - October 2009
Job Financial Advisor
Industry Financial Services
Experience
at a national financial service firm October 2009 - Present
Morgan Stanley March 2007 - October 2009
Smith Barney September 2005 - February 2007
Smith Barney November 2002 - September 2005
Smith Barney June 1999 - November 2002
Smith Barney November 1996 - June 1999
Smith Barney April 1977 - November 1996
Education
George Mason University 1973 — 1974
Bachelor of Science, Business Administration
at a national financial service firm October 2009 - Present
Morgan Stanley March 2007 - October 2009
Smith Barney September 2005 - February 2007
Smith Barney November 2002 - September 2005
Smith Barney June 1999 - November 2002
Smith Barney November 1996 - June 1999
Smith Barney April 1977 - November 1996
Education
George Mason University 1973 — 1974
Bachelor of Science, Business Administration
Stephen Cywin Stephen Cywin's Morgan Stanley Experience July 2001 - February 2007
Job Management Consultant at Financial Industry Technical Services, Inc. (FITSInc.)
Industry Management Consulting
Experience
Financial Industry Technical Services, Inc. (FITS-Inc.) May 2008 - Present
Cywin International February 2007 - May 2008
Morgan Stanley July 2001 - February 2007
Schwab Capital Markets October 1999 - July 2001
Cywin International, Inc. January 1993 - September 1999
Prudential Insurance September 1990 - 1993
Deloitte & Touche September 1984 - August 1990
Bankers Trust January 1981 - August 1984
Key Financial Systems 1978 - 1981
Citibank 1975 - 1977
Skills
Business Analysis, Strategy, Financial Services, Risk Management, Management Consulting, Portfolio Management, Banking, Project Management, Management, SDLC, Accounting, Capital Markets, Outsourcing, Business Development, Financial Analysis, Financial Risk, Program Management, Investments, Process Improvement, Consulting, Finance, Regulatory Compliance
Education
University of Pennsylvania - The Wharton School 1974 — 1975
George Mason University 1968 — 1972
BA, Mathematics
Fort Hunt High
Financial Industry Technical Services, Inc. (FITS-Inc.) May 2008 - Present
Cywin International February 2007 - May 2008
Morgan Stanley July 2001 - February 2007
Schwab Capital Markets October 1999 - July 2001
Cywin International, Inc. January 1993 - September 1999
Prudential Insurance September 1990 - 1993
Deloitte & Touche September 1984 - August 1990
Bankers Trust January 1981 - August 1984
Key Financial Systems 1978 - 1981
Citibank 1975 - 1977
Skills
Business Analysis, Strategy, Financial Services, Risk Management, Management Consulting, Portfolio Management, Banking, Project Management, Management, SDLC, Accounting, Capital Markets, Outsourcing, Business Development, Financial Analysis, Financial Risk, Program Management, Investments, Process Improvement, Consulting, Finance, Regulatory Compliance
Education
University of Pennsylvania - The Wharton School 1974 — 1975
George Mason University 1968 — 1972
BA, Mathematics
Fort Hunt High
Aylin Ongurer Aylin Ongurer's Morgan Stanley Experience 2001 - June 2010
Job Team Lead, DB Services at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. June 2010 - Present
Morgan Stanley 2001 - June 2010
Van Kampen Investments 1996 - 2001
NOAA 1990 - 1993
Skills
Sybase, Data Warehousing, SQL, Disaster Recovery, SDLC
Education
George Mason University 1989 — 1994
BS, Computer Science
George Mason University - School of Business
MS, Information Systems
Invesco Ltd. June 2010 - Present
Morgan Stanley 2001 - June 2010
Van Kampen Investments 1996 - 2001
NOAA 1990 - 1993
Skills
Sybase, Data Warehousing, SQL, Disaster Recovery, SDLC
Education
George Mason University 1989 — 1994
BS, Computer Science
George Mason University - School of Business
MS, Information Systems
Dawna Hart Dawna Hart's Morgan Stanley Experience January 1993 - January 2004
Job Executive Administrative Assistant
Industry Food & Beverages
Experience
ADW Acosta June 2012 - Present
Anderson Daymon Worldwide June 2011 - Present
Edward Jones May 2006 - March 2010
Christa McAuliffe Elementary January 2004 - June 2006
Morgan Stanley January 1993 - January 2004
Prudential Securities March 1988 - April 1993
Skills
401k, Finance, Trading, Mutual Funds, Fixed Annuities, Stock Taking, Performance Measurement, Tax Advisory, QuickBooks, CRM, Sales, Management, Accounting, Budgets, Marketing, Retail, Customer Service
Education
North Seattle Community College 1988 — 1995
AA, Business Administration
University of Washington 1988 — 1994
attaining, business administration
Gemological Institute of America 1988 — 1991
Gem Identification, Gemology
ADW Acosta June 2012 - Present
Anderson Daymon Worldwide June 2011 - Present
Edward Jones May 2006 - March 2010
Christa McAuliffe Elementary January 2004 - June 2006
Morgan Stanley January 1993 - January 2004
Prudential Securities March 1988 - April 1993
Skills
401k, Finance, Trading, Mutual Funds, Fixed Annuities, Stock Taking, Performance Measurement, Tax Advisory, QuickBooks, CRM, Sales, Management, Accounting, Budgets, Marketing, Retail, Customer Service
Education
North Seattle Community College 1988 — 1995
AA, Business Administration
University of Washington 1988 — 1994
attaining, business administration
Gemological Institute of America 1988 — 1991
Gem Identification, Gemology
Waleed Alam's Morgan Stanley Experience July 2013 - January 2014
Job Global Procurement Analyst at BioRad Laboratories
Industry Financial Services
Experience
Bio-Rad Laboratories 2014 - Present
Morgan Stanley July 2013 - January 2014
UC Davis Medical Center January 2012 - July 2012
Santa Barbara Ice Cream November 2008 - January 2012
Education
UC Davis 2011 — 2013
Bachelor of Arts (B.A.) & Bachelor Of Science (B.S.), Microbiology, General & Economics
Gavilan College 2008 — 2011
Associate of Arts (AA), Biology/Biological Sciences, General & Economics, General
Bio-Rad Laboratories 2014 - Present
Morgan Stanley July 2013 - January 2014
UC Davis Medical Center January 2012 - July 2012
Santa Barbara Ice Cream November 2008 - January 2012
Education
UC Davis 2011 — 2013
Bachelor of Arts (B.A.) & Bachelor Of Science (B.S.), Microbiology, General & Economics
Gavilan College 2008 — 2011
Associate of Arts (AA), Biology/Biological Sciences, General & Economics, General
Kathryn Harrison's Morgan Stanley Experience June 2011 - August 2011
Job Business Development Executive Financial Services
Industry Management Consulting
Experience
IBM September 2014 - Present
IBM August 2012 - Present
IBM January 2014 - August 2014
IBM August 2012 - January 2014
The Wharton School May 2010 - May 2012
Morgan Stanley June 2011 - August 2011
Gerson Lehrman Group January 2008 - June 2010
Gerson Lehrman Group August 2004 - January 2008
Georgetown Public Policy Institute 2003 - 2004
Ministry of Defense, France June 2003 - August 2003
Skills
Economics, Marketing Strategy, CRM, Emerging Markets, Financial Modeling, Strategy, Management Consulting, Private Equity, Valuation, Due Diligence, Business Strategy, Venture Capital, Competitive Analysis, Corporate Finance, Market Entry
Education
University of Pennsylvania - The Lauder Institute 2010 — 2012
Master's Degree
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA)
Georgetown University 2000 — 2004
BSFS
Institut d'Etudes politiques de Paris 2002 — 2003
McKinsey Academy
McKinsey Academy
McKinsey Academy
The Hotchkiss School
IBM September 2014 - Present
IBM August 2012 - Present
IBM January 2014 - August 2014
IBM August 2012 - January 2014
The Wharton School May 2010 - May 2012
Morgan Stanley June 2011 - August 2011
Gerson Lehrman Group January 2008 - June 2010
Gerson Lehrman Group August 2004 - January 2008
Georgetown Public Policy Institute 2003 - 2004
Ministry of Defense, France June 2003 - August 2003
Skills
Economics, Marketing Strategy, CRM, Emerging Markets, Financial Modeling, Strategy, Management Consulting, Private Equity, Valuation, Due Diligence, Business Strategy, Venture Capital, Competitive Analysis, Corporate Finance, Market Entry
Education
University of Pennsylvania - The Lauder Institute 2010 — 2012
Master's Degree
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA)
Georgetown University 2000 — 2004
BSFS
Institut d'Etudes politiques de Paris 2002 — 2003
McKinsey Academy
McKinsey Academy
McKinsey Academy
The Hotchkiss School
Eileen Hubert's Morgan Stanley Experience July 2006 - November 2009
Job Contract Resource Manager at BPI group
Industry Education Management
Experience
BPI group July 2014 - Present
Chicago Public Schools October 2010 - November 2013
Ernst & Young June 2010 - October 2010
Intuit February 2010 - June 2010
Morgan Stanley July 2006 - November 2009
Intuit January 2006 - July 2006
NBC Universal January 2004 - January 2006
Algomod Technologies October 2000 - January 2004
Skills
Onboarding, Talent Management, Recruiting, Sourcing, Applicant Tracking..., Talent Acquisition, Technical Recruiting, College Recruiting, Benefits Negotiation, Hiring, Internet Recruiting, HRIS, Career Development, Interviews, Executive Search, Screening, Vendor Management, Business Analysis, Recruitment Advertising, Staffing Services, Screening Resumes, Employee Relations, Financial Services, HR Consulting, SDLC, Performance Management, Organizational..., Workforce Planning, Temporary Placement, Contract Recruitment, PeopleSoft, HR Policies, Resume Writing, Succession Planning, Deferred Compensation, Employee Benefits, Taleo, Personnel Management, Employee Engagement, Candidate Generation, Human Resources, Career Counseling
Education
Northwestern University
Master of Science (MS), Learning and Organizational Change
Georgetown University
Bachelor of Arts (BA), English
BPI group July 2014 - Present
Chicago Public Schools October 2010 - November 2013
Ernst & Young June 2010 - October 2010
Intuit February 2010 - June 2010
Morgan Stanley July 2006 - November 2009
Intuit January 2006 - July 2006
NBC Universal January 2004 - January 2006
Algomod Technologies October 2000 - January 2004
Skills
Onboarding, Talent Management, Recruiting, Sourcing, Applicant Tracking..., Talent Acquisition, Technical Recruiting, College Recruiting, Benefits Negotiation, Hiring, Internet Recruiting, HRIS, Career Development, Interviews, Executive Search, Screening, Vendor Management, Business Analysis, Recruitment Advertising, Staffing Services, Screening Resumes, Employee Relations, Financial Services, HR Consulting, SDLC, Performance Management, Organizational..., Workforce Planning, Temporary Placement, Contract Recruitment, PeopleSoft, HR Policies, Resume Writing, Succession Planning, Deferred Compensation, Employee Benefits, Taleo, Personnel Management, Employee Engagement, Candidate Generation, Human Resources, Career Counseling
Education
Northwestern University
Master of Science (MS), Learning and Organizational Change
Georgetown University
Bachelor of Arts (BA), English
Josh Canary's Morgan Stanley Experience 2001 - April 2004
Job Acct General Mgr:DHS HQ; CDM/CMaaS PM
Industry Information Technology and Services
Experience
CSC June 2013 - Present
Computer Sciences Corporation September 2004 - May 2013
Computer Sciences Corporation September 2004 - March 2009
Morgan Stanley 2001 - April 2004
Collective Technologies September 1997 - April 2004
Best Buy 2000 - 2001
Gilbarco Veeder Root 1999 - 2000
Sallie Mae 1999 - 2000
BBN Technologies 1998 - 1999
Skills
Enterprise Architecture, Infrastructure, Leadership, Disaster Recovery, Networking, IT Strategy, CISSP, Government, Customer Engagement, Program Management, PMP, Data Center, Team Management, Homeland Security, Project Management, Information Sharing, Cloud Computing, Critical Infrastructure..., ITIL, Consulting, Integration, Organizational..., Systems Engineering, Strategic Thinking, Security, Virtualization, Product Management, Agile Methodologies, Outsourcing, Management, Requirements Analysis, Enterprise Software, Vendor Management, IT Service Management, Professional Services, Information Technology, Governance, Federal Law Enforcement, Computer Security, Analysis, Managed Services, Telecommunications, Business Development, Servers
Education
Georgetown University 1989 — 1993
BA
T.S. Wootton 1986 — 1989
CSC June 2013 - Present
Computer Sciences Corporation September 2004 - May 2013
Computer Sciences Corporation September 2004 - March 2009
Morgan Stanley 2001 - April 2004
Collective Technologies September 1997 - April 2004
Best Buy 2000 - 2001
Gilbarco Veeder Root 1999 - 2000
Sallie Mae 1999 - 2000
BBN Technologies 1998 - 1999
Skills
Enterprise Architecture, Infrastructure, Leadership, Disaster Recovery, Networking, IT Strategy, CISSP, Government, Customer Engagement, Program Management, PMP, Data Center, Team Management, Homeland Security, Project Management, Information Sharing, Cloud Computing, Critical Infrastructure..., ITIL, Consulting, Integration, Organizational..., Systems Engineering, Strategic Thinking, Security, Virtualization, Product Management, Agile Methodologies, Outsourcing, Management, Requirements Analysis, Enterprise Software, Vendor Management, IT Service Management, Professional Services, Information Technology, Governance, Federal Law Enforcement, Computer Security, Analysis, Managed Services, Telecommunications, Business Development, Servers
Education
Georgetown University 1989 — 1993
BA
T.S. Wootton 1986 — 1989
Jeffrey Clish's Morgan Stanley Experience June 2001 - February 2002
Job Director of Professional Services Operations at Mentor Graphics
Industry Management Consulting
Experience
Mentor Graphics June 2015 - Present
Deloitte August 2013 - June 2015
Booz Allen Hamilton April 2009 - April 2013
OPS Consulting, LLC April 2006 - April 2009
Booz Allen Hamilton February 2003 - April 2006
Central Intelligence Agency 2002 - 2003
Morgan Stanley June 2001 - February 2002
Securitas 2001 - 2002
Chevy Chase Bank 2001 - 2001
Johnson Controls 1998 - 2000
Skills
strategy, Business Strategy, Strategic Planning, Business Decision Making, Financial Planning and..., Operations Management, Business Operations, Decision Modeling, Strategic Financial..., Program Management, Risk Management, International Business, Decision Analysis, Financial Analysis, Financial Modeling, Management Consulting, Project Planning, Mergers & Acquisitions, Business Development, Business Analysis, Budgets, Economics, Managerial Finance, Finance, Management, Portfolio Management, Cross-functional Team..., Valuation, Accounting, Process Improvement, Change Management, Software Cost Estimation, Military Operations, International..., Mergers, Cost Estimation, Cost risk analysis, Decision Support, Multivariate Analysis, International Project..., Military, Intelligence, Aerospace
Education
Thunderbird School of Global Management 2006 — 2008
Global Masters of Business Administration, International Business
Thunderbird School of Global Management 2006 — 2008
Global MBA, International Management
George Mason University 2000 — 2002
BS, Finance
Mentor Graphics June 2015 - Present
Deloitte August 2013 - June 2015
Booz Allen Hamilton April 2009 - April 2013
OPS Consulting, LLC April 2006 - April 2009
Booz Allen Hamilton February 2003 - April 2006
Central Intelligence Agency 2002 - 2003
Morgan Stanley June 2001 - February 2002
Securitas 2001 - 2002
Chevy Chase Bank 2001 - 2001
Johnson Controls 1998 - 2000
Skills
strategy, Business Strategy, Strategic Planning, Business Decision Making, Financial Planning and..., Operations Management, Business Operations, Decision Modeling, Strategic Financial..., Program Management, Risk Management, International Business, Decision Analysis, Financial Analysis, Financial Modeling, Management Consulting, Project Planning, Mergers & Acquisitions, Business Development, Business Analysis, Budgets, Economics, Managerial Finance, Finance, Management, Portfolio Management, Cross-functional Team..., Valuation, Accounting, Process Improvement, Change Management, Software Cost Estimation, Military Operations, International..., Mergers, Cost Estimation, Cost risk analysis, Decision Support, Multivariate Analysis, International Project..., Military, Intelligence, Aerospace
Education
Thunderbird School of Global Management 2006 — 2008
Global Masters of Business Administration, International Business
Thunderbird School of Global Management 2006 — 2008
Global MBA, International Management
George Mason University 2000 — 2002
BS, Finance
Alexandra (Coolidge) Holzer's Morgan Stanley Experience May 2004 - July 2005
Job Principal Energy Private Equity
Industry Venture Capital & Private Equity
Experience
Energy Private Equity Fund September 2012 - Present
Riverstone Holdings LLC January 2008 - August 2012
EnerNOC 2007 - 2007
JPMorgan Private Bank August 2005 - December 2006
Morgan Stanley May 2004 - July 2005
Morgan Stanley June 2001 - May 2004
Skills
Private Equity, Investor Relations, Energy, Renewable Energy, Fundraising, Strategy, Venture Capital, Start-ups, Due Diligence, Entrepreneurship, Valuation, Emerging Markets, Business Development, Mergers & Acquisitions, Management Consulting, Corporate Finance, Investment Banking
Education
INSEAD 2007 — 2007
MBA
Georgetown University 1997 — 2001
BSFS, Culture & Politics
Energy Private Equity Fund September 2012 - Present
Riverstone Holdings LLC January 2008 - August 2012
EnerNOC 2007 - 2007
JPMorgan Private Bank August 2005 - December 2006
Morgan Stanley May 2004 - July 2005
Morgan Stanley June 2001 - May 2004
Skills
Private Equity, Investor Relations, Energy, Renewable Energy, Fundraising, Strategy, Venture Capital, Start-ups, Due Diligence, Entrepreneurship, Valuation, Emerging Markets, Business Development, Mergers & Acquisitions, Management Consulting, Corporate Finance, Investment Banking
Education
INSEAD 2007 — 2007
MBA
Georgetown University 1997 — 2001
BSFS, Culture & Politics
Christine Cognetti's Morgan Stanley Experience October 2005 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2005 - Present
Credit Suisse 2001 - 2005
Skills
Series 7, Series 63, Series 9 & 10, Series 65
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance & Management
Georgetown University 1994 — 1998
Bachelor's degree, Psychology and Mathematics
Morgan Stanley October 2005 - Present
Credit Suisse 2001 - 2005
Skills
Series 7, Series 63, Series 9 & 10, Series 65
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance & Management
Georgetown University 1994 — 1998
Bachelor's degree, Psychology and Mathematics
Sterling Tucker's Morgan Stanley Experience January 1996 - December 1998
Job National Account Director at Natural Fruit Corp.
Industry Food Production
Experience
Natural Fruit Corp. 2005 - Present
Coast Seafoods Company 2000 - 2012
Morgan Stanley January 1996 - December 1998
Skills
Strategic Planning, Budgets, Financial Analysis, Finance, Consulting, Analysis, Business Planning, Project Management, Marketing, Accounting, Business Development, Forecasting, Sales, CRM, Management
Education
University of Arkansas at Fayetteville 1972 — 1977
Finance and Banking, Finance, Economics
Gemological Institute of America 1983 — 1983
Graduate Gemologist, Gemology
Natural Fruit Corp. 2005 - Present
Coast Seafoods Company 2000 - 2012
Morgan Stanley January 1996 - December 1998
Skills
Strategic Planning, Budgets, Financial Analysis, Finance, Consulting, Analysis, Business Planning, Project Management, Marketing, Accounting, Business Development, Forecasting, Sales, CRM, Management
Education
University of Arkansas at Fayetteville 1972 — 1977
Finance and Banking, Finance, Economics
Gemological Institute of America 1983 — 1983
Graduate Gemologist, Gemology
Alice Fakir's Morgan Stanley Experience April 2015 - Present
Job at
Industry Information Technology and Services
Experience
Morgan Stanley April 2015 - Present
Booz Allen Hamilton January 2014 - March 2015
Booz Allen Hamilton October 2008 - 2014
Booz Allen Hamilton 2003 - 2008
PEC Solutions, Inc June 1998 - April 2003
Skills
Management Consulting, Information Assurance, NIST, Program Management, Enterprise Architecture, FISMA, Computer Security, Information Security, PMP, DoD, Business Process..., CRM, Leadership, CISSP, Information Security..., ISO 27001, Governance, SDLC, Information Technology, SharePoint, Systems Engineering, Government Contracting, Vulnerability Assessment, Risk Management, Agile Methodologies
Education
Villanova University 2006 — 2007
University of Cambridge 2001 — 2001
Masters Certificate, Global Innovation Systems
George Mason University - School of Business 2000 — 2001
M.S., Technology Management
George Mason University 1994 — 1998
BS, DSMIS
Morgan Stanley April 2015 - Present
Booz Allen Hamilton January 2014 - March 2015
Booz Allen Hamilton October 2008 - 2014
Booz Allen Hamilton 2003 - 2008
PEC Solutions, Inc June 1998 - April 2003
Skills
Management Consulting, Information Assurance, NIST, Program Management, Enterprise Architecture, FISMA, Computer Security, Information Security, PMP, DoD, Business Process..., CRM, Leadership, CISSP, Information Security..., ISO 27001, Governance, SDLC, Information Technology, SharePoint, Systems Engineering, Government Contracting, Vulnerability Assessment, Risk Management, Agile Methodologies
Education
Villanova University 2006 — 2007
University of Cambridge 2001 — 2001
Masters Certificate, Global Innovation Systems
George Mason University - School of Business 2000 — 2001
M.S., Technology Management
George Mason University 1994 — 1998
BS, DSMIS
Charles Coignard's Morgan Stanley Experience 2003 - 2005
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2014 - Present
J.P. Morgan February 2010 - April 2014
J.P. Morgan July 2005 - January 2010
Morgan Stanley 2003 - 2005
PG&E National Energy Group 2001 - 2003
Pace Carbon Fuels 2000 - 2001
American Ref-Fuel 1999 - 2000
Columbia Gulf Transmission 1998 - 1999
Columbia Energy Group June 1997 - July 1998
Education
Georgetown University 1993 — 1997
BS, Finance
J.P. Morgan May 2014 - Present
J.P. Morgan February 2010 - April 2014
J.P. Morgan July 2005 - January 2010
Morgan Stanley 2003 - 2005
PG&E National Energy Group 2001 - 2003
Pace Carbon Fuels 2000 - 2001
American Ref-Fuel 1999 - 2000
Columbia Gulf Transmission 1998 - 1999
Columbia Energy Group June 1997 - July 1998
Education
Georgetown University 1993 — 1997
BS, Finance
Blane Cordes's Morgan Stanley Experience 2000 - 2002
Job Senior Vice President Senior Solutions Project Manager at Citi
Industry Financial Services
Experience
Citi November 2010 - Present
Quanta US Holdings December 2003 - July 2011
Morgan Stanley 2000 - 2002
Premier Consulting Group 1996 - 2000
Skills
Account Reconciliation, Accounting, Business Analysis, Business Intelligence, Business Process..., Corporate Finance, Finance, Financial Analysis, Financial Modeling, Forecasting, Hyperion Enterprise, Management, PeopleSoft, Project Management, Project Planning, Vendor Management
Education
Georgetown University 1975 — 1979
Citi November 2010 - Present
Quanta US Holdings December 2003 - July 2011
Morgan Stanley 2000 - 2002
Premier Consulting Group 1996 - 2000
Skills
Account Reconciliation, Accounting, Business Analysis, Business Intelligence, Business Process..., Corporate Finance, Finance, Financial Analysis, Financial Modeling, Forecasting, Hyperion Enterprise, Management, PeopleSoft, Project Management, Project Planning, Vendor Management
Education
Georgetown University 1975 — 1979
Catherine Hyland's Morgan Stanley Experience 2000 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2000 - Present
Education
Georgetown University 1996 — 2000
BA, English/Economics
Morgan Stanley 2000 - Present
Education
Georgetown University 1996 — 2000
BA, English/Economics
Cheryl Milburn's Morgan Stanley Experience 1999 - 2000
Job Senior Business Systems Analyst at PNC Bank
Industry Financial Services
Experience
PNC Bank May 2011 - Present
Federated Investors September 2005 - April 2011
Cellomics March 2001 - September 2002
Morgan Stanley 1999 - 2000
Radian International March 1994 - May 1998
UPMC June 1986 - September 1994
Skills
SharePoint, Visio, SDLC, Business Analysis, Requirements Gathering, Software Documentation, Requirements Analysis, Training, Data Analysis, Process Improvement, Business Requirements
Education
Robert Morris University 1997 — 2000
MBA, Management
Thomas Jefferson University 1984 — 1986
BS, Cytotechnology
Geneva College 1982 — 1984
N/A, Pre-Nursing
PNC Bank May 2011 - Present
Federated Investors September 2005 - April 2011
Cellomics March 2001 - September 2002
Morgan Stanley 1999 - 2000
Radian International March 1994 - May 1998
UPMC June 1986 - September 1994
Skills
SharePoint, Visio, SDLC, Business Analysis, Requirements Gathering, Software Documentation, Requirements Analysis, Training, Data Analysis, Process Improvement, Business Requirements
Education
Robert Morris University 1997 — 2000
MBA, Management
Thomas Jefferson University 1984 — 1986
BS, Cytotechnology
Geneva College 1982 — 1984
N/A, Pre-Nursing
Brian Jacobi's Morgan Stanley Experience January 2011 - Present
Job Assistant Vice President at Barclays Investment Bank
Industry Banking
Experience
Barclays Investment Bank September 2013 - Present
Morgan Stanley January 2011 - Present
Morgan Stanley January 2008 - March 2012
PSEG 2004 - 2004
Skills
Financial Modeling, Valuation, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Emerging Markets, Credit, Credit Derivatives, Alternative Investments, Private Equity, Investment Banking
Education
Georgetown University 2002 — 2006
BBA, Finance, Accounting
Georgetown University - The McDonough School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
The Peddie School 1998 — 2002
Barclays Investment Bank September 2013 - Present
Morgan Stanley January 2011 - Present
Morgan Stanley January 2008 - March 2012
PSEG 2004 - 2004
Skills
Financial Modeling, Valuation, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Emerging Markets, Credit, Credit Derivatives, Alternative Investments, Private Equity, Investment Banking
Education
Georgetown University 2002 — 2006
BBA, Finance, Accounting
Georgetown University - The McDonough School of Business 2002 — 2006
Bachelor of Business Administration (BBA), Accounting and Finance
The Peddie School 1998 — 2002
Gregory Staiti's Morgan Stanley Experience February 2011 - October 2012
Job Partner at Weaver & Tidwell LLP
Industry Environmental Services
Experience
Weaver October 2012 - Present
Morgan Stanley February 2011 - October 2012
Sutherland Asbill & Brennan LLP September 2006 - February 2011
Skills
Petroleum, Risk Assessment, Environmental Policy, Environmental Compliance, Contract Negotiation, Energy, Government, Public Policy, Legal Research, Commodity, Due Diligence, Legal Writing, Risk Management, Policy Analysis
Education
George Mason University School of Law 2003 — 2006
Juris Doctor, Magna Cum Laude
Tufts University 1995 — 1999
B.A., History, Environmental Studies, Cum Laude
Weaver October 2012 - Present
Morgan Stanley February 2011 - October 2012
Sutherland Asbill & Brennan LLP September 2006 - February 2011
Skills
Petroleum, Risk Assessment, Environmental Policy, Environmental Compliance, Contract Negotiation, Energy, Government, Public Policy, Legal Research, Commodity, Due Diligence, Legal Writing, Risk Management, Policy Analysis
Education
George Mason University School of Law 2003 — 2006
Juris Doctor, Magna Cum Laude
Tufts University 1995 — 1999
B.A., History, Environmental Studies, Cum Laude
Bret Gallaway's Morgan Stanley Experience 2000 - 2004
Job SVP at Trinity Health
Industry Hospital & Health Care
Experience
Trinity Health July 2014 - Present
Trinity Health 2012 - 2014
USAA 2004 - 2012
Morgan Stanley 2000 - 2004
Chicago Board of Trade 1997 - 2000
CNFA 1993 - 1997
US Treasury 1990 - 1993
U.S. Department of the Interior 1989 - 1990
Skills
Corporate Communications, Leadership, Brand Development, Marketing, Strategy
Education
Georgetown University
MPP, Public Policy
Marquette University
BA, Journalism
Trinity Health July 2014 - Present
Trinity Health 2012 - 2014
USAA 2004 - 2012
Morgan Stanley 2000 - 2004
Chicago Board of Trade 1997 - 2000
CNFA 1993 - 1997
US Treasury 1990 - 1993
U.S. Department of the Interior 1989 - 1990
Skills
Corporate Communications, Leadership, Brand Development, Marketing, Strategy
Education
Georgetown University
MPP, Public Policy
Marquette University
BA, Journalism
Rick Ehlinger's Morgan Stanley Experience September 2005 - June 2006
Job Supervisor, Business Systems at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services March 2010 - Present
Virginia Heritage Bank September 2007 - February 2010
PNC June 2006 - September 2007
Morgan Stanley September 2005 - June 2006
Education
George Mason University 2001 — 2005
Bachelor of Science, Economics/Business
Edelman Financial Services March 2010 - Present
Virginia Heritage Bank September 2007 - February 2010
PNC June 2006 - September 2007
Morgan Stanley September 2005 - June 2006
Education
George Mason University 2001 — 2005
Bachelor of Science, Economics/Business
Chad Berner's Morgan Stanley Experience January 2011 - April 2013
Job Vice President Electronic FX Trading Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank April 2013 - Present
Morgan Stanley January 2011 - April 2013
Morgan Stanley July 2008 - January 2011
Skills
Financial Modeling, Fixed Income, Valuation, Financial Analysis, Derivatives, Equities, Bloomberg, Investment Banking, Capital Markets, Hedge Funds
Education
Georgetown University 2004 — 2008
Bachelor's degree, Finance / Management / Statistics
Deutsche Bank April 2013 - Present
Morgan Stanley January 2011 - April 2013
Morgan Stanley July 2008 - January 2011
Skills
Financial Modeling, Fixed Income, Valuation, Financial Analysis, Derivatives, Equities, Bloomberg, Investment Banking, Capital Markets, Hedge Funds
Education
Georgetown University 2004 — 2008
Bachelor's degree, Finance / Management / Statistics
Trent Burdette's Morgan Stanley Experience June 2002 - June 2003
Job Principal at TASA IT Group Inc
Industry Information Technology and Services
Experience
TASA IT Group Inc April 2006 - Present
Newton County School District 1982 - 2014
Newton County School District 1982 - 2014
CACI July 2006 - August 2008
The Wexford Group September 2003 - August 2008
Crowell & Moring LLP June 2003 - September 2003
Morgan Stanley June 2002 - June 2003
U.S. Air Force June 1997 - June 2002
Skills
Program Management, Security Clearance, Leadership, Government, Management, Strategic Planning, Defense, DoD, Enterprise Architecture, Finance, Government Contracting, Management Consulting, National Security
Education
George Mason University 2007 — 2009
MS, Operations Research
The George Washington University Law School 1998 — 2001
JD, Law
United States Air Force Academy 1993 — 1997
BS, Mathematics
U.S. Air Force Academy Prep School 1992 — 1993
Newton County High School
Newton County High School
TASA IT Group Inc April 2006 - Present
Newton County School District 1982 - 2014
Newton County School District 1982 - 2014
CACI July 2006 - August 2008
The Wexford Group September 2003 - August 2008
Crowell & Moring LLP June 2003 - September 2003
Morgan Stanley June 2002 - June 2003
U.S. Air Force June 1997 - June 2002
Skills
Program Management, Security Clearance, Leadership, Government, Management, Strategic Planning, Defense, DoD, Enterprise Architecture, Finance, Government Contracting, Management Consulting, National Security
Education
George Mason University 2007 — 2009
MS, Operations Research
The George Washington University Law School 1998 — 2001
JD, Law
United States Air Force Academy 1993 — 1997
BS, Mathematics
U.S. Air Force Academy Prep School 1992 — 1993
Newton County High School
Newton County High School
Bradley Rolfes's Morgan Stanley Experience August 2010 - April 2013
Job Vice President Healthcare M&A at Lazard
Industry Investment Banking
Experience
Lazard March 2014 - Present
Lazard May 2013 - March 2014
Morgan Stanley August 2010 - April 2013
JP Morgan June 2009 - August 2009
Bain & Company September 2007 - July 2008
Bain & Company August 2005 - August 2007
Education
Harvard Business School 2008 — 2010
MBA
Georgetown University 2001 — 2005
BSBA
London School of Economics and Political Science 2003 — 2004
General Course
Lazard March 2014 - Present
Lazard May 2013 - March 2014
Morgan Stanley August 2010 - April 2013
JP Morgan June 2009 - August 2009
Bain & Company September 2007 - July 2008
Bain & Company August 2005 - August 2007
Education
Harvard Business School 2008 — 2010
MBA
Georgetown University 2001 — 2005
BSBA
London School of Economics and Political Science 2003 — 2004
General Course
Hal Kozuka, PMP's Morgan Stanley Experience 1997 - 2000
Job Business Strategy Consultant
Industry Management Consulting
Experience
Independent Business Consultant 2014 - Present
Bank of America 2010 - 2014
Bank of America 2008 - 2010
Bank of America 2007 - 2008
TIAA-CREF 2004 - 2007
HK Web Solutions 2003 - 2004
Bank of America 2002 - 2002
Goldman, Sachs & Co. 2000 - 2002
Morgan Stanley 1997 - 2000
Skills
Risk Management, Process Improvement, Financial Risk, Vendor Management, Forecasting, Strategic Planning, Management, Financial Analysis, Performance Measurement, Change Management, Internal Audit, Auditing, Internal Controls, Program Management, Risk Assessment, Policy, Operations Management, Financial Modeling, Compliance, Executive Reporting, Basel II, Corporate Governance, Quality Assurance, Enterprise Risk..., Six Sigma, Quality Management, Performance Attribution, Problem Solving, Balanced Scorecard, Cost Reduction, Quality Control, Capital Markets, Market Research, Market Analysis, Mortgage Servicing, Model Governance
Education
Gardner-Webb University
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst
Bachelor's Degree, Accounting
Independent Business Consultant 2014 - Present
Bank of America 2010 - 2014
Bank of America 2008 - 2010
Bank of America 2007 - 2008
TIAA-CREF 2004 - 2007
HK Web Solutions 2003 - 2004
Bank of America 2002 - 2002
Goldman, Sachs & Co. 2000 - 2002
Morgan Stanley 1997 - 2000
Skills
Risk Management, Process Improvement, Financial Risk, Vendor Management, Forecasting, Strategic Planning, Management, Financial Analysis, Performance Measurement, Change Management, Internal Audit, Auditing, Internal Controls, Program Management, Risk Assessment, Policy, Operations Management, Financial Modeling, Compliance, Executive Reporting, Basel II, Corporate Governance, Quality Assurance, Enterprise Risk..., Six Sigma, Quality Management, Performance Attribution, Problem Solving, Balanced Scorecard, Cost Reduction, Quality Control, Capital Markets, Market Research, Market Analysis, Mortgage Servicing, Model Governance
Education
Gardner-Webb University
Master of Business Administration (M.B.A.)
University of Massachusetts, Amherst
Bachelor's Degree, Accounting
Al Chinappi's Morgan Stanley Experience September 2009 - Present
Job Banking
Industry Banking
Experience
Morgan Stanley September 2009 - Present
UBS 1992 - July 2009
Education
Georgetown University 1986 — 1990
BA, Psychology, Pre-med
Morgan Stanley September 2009 - Present
UBS 1992 - July 2009
Education
Georgetown University 1986 — 1990
BA, Psychology, Pre-med
Nick Porfilio's Morgan Stanley Experience July 2007 - July 2009
Job Founder / CEO at Saveful
Industry Internet
Experience
Stanford University 2009 - 2012
China Growth Capital August 2010 - September 2010
Morgan Stanley July 2007 - July 2009
Lehman Brothers 2006 - 2006
United States Senate, Office of Senator Hillary Rodham Clinton (D-NY) 2005 - 2005
Skills
Venture Capital, Entrepreneurship, Start-ups, Financial Modeling, Strategy, Business Strategy, Product Management, Private Equity, Analytics, Competitive Analysis, Corporate Development, Mergers, Valuation, Management Consulting, Data Analysis, Business Development, Investment Banking, Cross-functional Team..., Due Diligence, Product Development, PHP, MySQL, MongoDB, Java, JavaScript, HTML, CSS, LAMP
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
Stanford University 2011 — 2012
MS, Electrical Engineering
Harvard University 2010 — 2015
ALM (Masters), Information Technology
Georgetown University 2003 — 2007
BSBA, Finance and International Business
London School of Economics and Political Science 2005 — 2006
Accounting and Finance
Stanford University 2009 - 2012
China Growth Capital August 2010 - September 2010
Morgan Stanley July 2007 - July 2009
Lehman Brothers 2006 - 2006
United States Senate, Office of Senator Hillary Rodham Clinton (D-NY) 2005 - 2005
Skills
Venture Capital, Entrepreneurship, Start-ups, Financial Modeling, Strategy, Business Strategy, Product Management, Private Equity, Analytics, Competitive Analysis, Corporate Development, Mergers, Valuation, Management Consulting, Data Analysis, Business Development, Investment Banking, Cross-functional Team..., Due Diligence, Product Development, PHP, MySQL, MongoDB, Java, JavaScript, HTML, CSS, LAMP
Education
Stanford University Graduate School of Business 2009 — 2011
MBA
Stanford University 2011 — 2012
MS, Electrical Engineering
Harvard University 2010 — 2015
ALM (Masters), Information Technology
Georgetown University 2003 — 2007
BSBA, Finance and International Business
London School of Economics and Political Science 2005 — 2006
Accounting and Finance
Charles Sansbury's Morgan Stanley Experience June 1996 - April 2000
Job President and CEO at ASG Software Solutions
Industry Computer Software
Experience
ASG Software Solutions September 2015 - Present
Sabbatical May 2015 - September 2015
Micro Focus November 2014 - April 2015
The Attachmate Group August 2006 - November 2014
Vignette Corporation 2000 - 2006
Morgan Stanley June 1996 - April 2000
Lehman Brothers 1993 - 1996
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
Georgetown University 1985 — 1989
BS
Cardinal Newman High School
Wynnebrook
ASG Software Solutions September 2015 - Present
Sabbatical May 2015 - September 2015
Micro Focus November 2014 - April 2015
The Attachmate Group August 2006 - November 2014
Vignette Corporation 2000 - 2006
Morgan Stanley June 1996 - April 2000
Lehman Brothers 1993 - 1996
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
Georgetown University 1985 — 1989
BS
Cardinal Newman High School
Wynnebrook
Chris Mothersill's Morgan Stanley Experience 2000 - 2005
Job Investment Banking/Financial Professional
Industry Investment Banking
Experience
Morgan Stanley 2000 - 2005
Credit Suisse International Private Equity Fund, LP 1998 - 2000
The First Boston Corporation / Credit Suisse First Boston 1986 - 1998
Education
Georgetown University
BS (International Business)
Stanford University
MBA and MA (Development Economics)
Morgan Stanley 2000 - 2005
Credit Suisse International Private Equity Fund, LP 1998 - 2000
The First Boston Corporation / Credit Suisse First Boston 1986 - 1998
Education
Georgetown University
BS (International Business)
Stanford University
MBA and MA (Development Economics)
Anantha Srinivas Dommeti's Morgan Stanley Experience October 2005 - October 2006
Job Storage Architect, SCSNE/NCIE
Industry Computer Networking
Experience
GMO August 2008 - Present
Citco Fund Services May 2011 - November 2012
American Solutions December 2006 - May 2011
Morgan Stanley October 2005 - October 2006
Tata Consultancy Services August 2005 - October 2006
DLRL November 2004 - April 2005
Tata Teleservices April 2004 - September 2004
Swetha Computers June 2002 - May 2004
Skills
Storage Area Networks, NetApp, Storage, Storage Architecture, Brocade, Disaster Recovery, VMware, NetApp Filers, Cloud Computing, iSCSI, Fibre Channel, Clariion, Unix, Servers, SAN Architecture, Server Architecture, Cisco Technologies, Databases, HDS, Storage Virtualization, Data Migration, High Availability, Switches, EMC, Compellent, vServer, Zoning, vFiler, Distributed File Systems, Veritas, Cisco Nexus, Database Development, Cisco, Fabric Design, Data ONTAP, SANscreen, SSD, DRAM, Flash Drives, NAND, NAND Flash, Solid State, High Performance..., High Performance Storage, Trend Analysis, Performance Tuning, NAS, Infrastructure, Hitachi Storage, Content Management
Education
George Mason University
Master of Science, Information Systems
Osmania University 2001 — 2005
BE, Electronics and Communication Engineering
V D Prasad Rao
GMO August 2008 - Present
Citco Fund Services May 2011 - November 2012
American Solutions December 2006 - May 2011
Morgan Stanley October 2005 - October 2006
Tata Consultancy Services August 2005 - October 2006
DLRL November 2004 - April 2005
Tata Teleservices April 2004 - September 2004
Swetha Computers June 2002 - May 2004
Skills
Storage Area Networks, NetApp, Storage, Storage Architecture, Brocade, Disaster Recovery, VMware, NetApp Filers, Cloud Computing, iSCSI, Fibre Channel, Clariion, Unix, Servers, SAN Architecture, Server Architecture, Cisco Technologies, Databases, HDS, Storage Virtualization, Data Migration, High Availability, Switches, EMC, Compellent, vServer, Zoning, vFiler, Distributed File Systems, Veritas, Cisco Nexus, Database Development, Cisco, Fabric Design, Data ONTAP, SANscreen, SSD, DRAM, Flash Drives, NAND, NAND Flash, Solid State, High Performance..., High Performance Storage, Trend Analysis, Performance Tuning, NAS, Infrastructure, Hitachi Storage, Content Management
Education
George Mason University
Master of Science, Information Systems
Osmania University 2001 — 2005
BE, Electronics and Communication Engineering
V D Prasad Rao
Brian McGettigan's Morgan Stanley Experience December 2014 - Present
Job Wealth Advisory Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
US Lacrosse May 2012 - November 2014
Georgetown University July 2011 - May 2012
NFL Players Association January 2011 - July 2011
The Law Offices of Peter G.Angelos August 2009 - February 2011
Sportslink September 2008 - May 2009
Skills
Public Relations, Sports Marketing, Sports Management, Event Management, Event Planning, Social Media, Strategic Communications, Media Relations, Social Networking, Social Media Marketing, Public Speaking, Nonprofits, Fundraising, Facebook, Press Releases, Marketing, Marketing Communications, Volunteer Management, Corporate Communications, Crisis Communications, Leadership, Financial Oversight, Logistics Management
Education
Georgetown University 2010 — 2011
Master's, Sports Management-Business, Management and Operations
Gettysburg College 2004 — 2008
BA, Poltical Science, Environmental Science
St. Paul's School for Boys 1999 — 2003
Morgan Stanley December 2014 - Present
US Lacrosse May 2012 - November 2014
Georgetown University July 2011 - May 2012
NFL Players Association January 2011 - July 2011
The Law Offices of Peter G.Angelos August 2009 - February 2011
Sportslink September 2008 - May 2009
Skills
Public Relations, Sports Marketing, Sports Management, Event Management, Event Planning, Social Media, Strategic Communications, Media Relations, Social Networking, Social Media Marketing, Public Speaking, Nonprofits, Fundraising, Facebook, Press Releases, Marketing, Marketing Communications, Volunteer Management, Corporate Communications, Crisis Communications, Leadership, Financial Oversight, Logistics Management
Education
Georgetown University 2010 — 2011
Master's, Sports Management-Business, Management and Operations
Gettysburg College 2004 — 2008
BA, Poltical Science, Environmental Science
St. Paul's School for Boys 1999 — 2003
Bill Casey's Morgan Stanley Experience July 1991 - March 2005
Job Hedge Fund Marketer
Industry Investment Management
Experience
King Street Capital Management January 2009 - Present
JP Morgan May 2007 - December 2008
Banc of America Securities March 2005 - May 2007
Morgan Stanley July 1991 - March 2005
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
Georgetown University 1987 — 1991
BS, Finance, Accounting
King Street Capital Management January 2009 - Present
JP Morgan May 2007 - December 2008
Banc of America Securities March 2005 - May 2007
Morgan Stanley July 1991 - March 2005
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
Georgetown University 1987 — 1991
BS, Finance, Accounting
Trish Ostergaard, CFA's Morgan Stanley Experience 1998 - 2009
Job Client Relationship Manager/Fixed Income Product Specialist
Industry Financial Services
Experience
Bank of America 2013 - Present
20 Gates Management LLC / Hudson Castle Group Inc. 2009 - 2013
Morgan Stanley 1998 - 2009
J.P. Morgan Securities Inc. 1988 - 1998
Skills
Investor Development, Asset-backed Commercial..., Commercial Paper, Fixed Income, ABS, Capital Markets, Manage Client..., Securitization, Securities, Asset Managment, Structured Finance, Investor Relations, Trading, Relationship Management, Mutual Funds, Institutional..., Asset Management, Portfolio Management, Structured Products
Education
New York University
Certificate Program, Non-profit Fundraising and Philanthropy
Georgetown University
Master of Science (MS), Foreign Service
Lafayette College
BA International Affairs
Bank of America 2013 - Present
20 Gates Management LLC / Hudson Castle Group Inc. 2009 - 2013
Morgan Stanley 1998 - 2009
J.P. Morgan Securities Inc. 1988 - 1998
Skills
Investor Development, Asset-backed Commercial..., Commercial Paper, Fixed Income, ABS, Capital Markets, Manage Client..., Securitization, Securities, Asset Managment, Structured Finance, Investor Relations, Trading, Relationship Management, Mutual Funds, Institutional..., Asset Management, Portfolio Management, Structured Products
Education
New York University
Certificate Program, Non-profit Fundraising and Philanthropy
Georgetown University
Master of Science (MS), Foreign Service
Lafayette College
BA International Affairs
Ashley Craig's Morgan Stanley Experience July 1996 - November 2002
Job Manager at PwC
Industry Financial Services
Experience
PwC April 2014 - Present
HEART - Humane Education Advocates Reaching Teachers May 2013 - April 2014
Willdan Energy Solutions March 2012 - April 2013
The Environmental Law and Policy Center June 2010 - March 2012
New York State Office of the Attorney General June 2009 - January 2010
Morgan Stanley July 1996 - November 2002
Merrill Lynch June 1995 - July 1996
The Walt Disney Company January 1991 - September 1993
Marriott Corporation September 1988 - January 1991
Marriott International June 1987 - July 1988
Skills
Financial Analysis, Business Development, Financial Modeling, Strategic Planning, Mergers, Renewable Energy, Due Diligence, Management Consulting, Business Strategy, Investments, Energy Efficiency, Program Management, Strategy, Valuation, Market Research, Energy, Finance, Auditing, Accounting, Financial Accounting, Investigation, Public Policy, Mergers & Acquisitions
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1995
MBA, Finance
Georgetown University 1983 — 1987
BS/BA, Finance
PwC April 2014 - Present
HEART - Humane Education Advocates Reaching Teachers May 2013 - April 2014
Willdan Energy Solutions March 2012 - April 2013
The Environmental Law and Policy Center June 2010 - March 2012
New York State Office of the Attorney General June 2009 - January 2010
Morgan Stanley July 1996 - November 2002
Merrill Lynch June 1995 - July 1996
The Walt Disney Company January 1991 - September 1993
Marriott Corporation September 1988 - January 1991
Marriott International June 1987 - July 1988
Skills
Financial Analysis, Business Development, Financial Modeling, Strategic Planning, Mergers, Renewable Energy, Due Diligence, Management Consulting, Business Strategy, Investments, Energy Efficiency, Program Management, Strategy, Valuation, Market Research, Energy, Finance, Auditing, Accounting, Financial Accounting, Investigation, Public Policy, Mergers & Acquisitions
Education
University of California, Los Angeles - The Anderson School of Management 1993 — 1995
MBA, Finance
Georgetown University 1983 — 1987
BS/BA, Finance
Mohammed Ghani's Morgan Stanley Experience July 2011 - Present
Job Diamond Trader
Industry Financial Services
Experience
Morgan Stanley July 2011 - Present
KGM Galleria LLC April 2011 - Present
Royal Bank of Scotland March 2010 - June 2011
Deloitte & Touche January 2008 - November 2009
Education
Gemological Institute of America-New York 2011 — 2011
Diamond Graduate
Seton Hall University, W. Paul Stillman School of Business 2004 — 2008
B.S. in Business Administration, Accounting, Finance
DHA Degree College for Men 2002 — 2004
Science
Morgan Stanley July 2011 - Present
KGM Galleria LLC April 2011 - Present
Royal Bank of Scotland March 2010 - June 2011
Deloitte & Touche January 2008 - November 2009
Education
Gemological Institute of America-New York 2011 — 2011
Diamond Graduate
Seton Hall University, W. Paul Stillman School of Business 2004 — 2008
B.S. in Business Administration, Accounting, Finance
DHA Degree College for Men 2002 — 2004
Science
Jonathan Hanners's Morgan Stanley Experience November 2009 - Present
Job Credit Risk Analyst at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley November 2009 - Present
Merrill Lynch 2005 - 2009
Education
George Mason University
Morgan Stanley November 2009 - Present
Merrill Lynch 2005 - 2009
Education
George Mason University
Colin Weiner's Morgan Stanley Experience May 2009 - August 2012
Job Vice President at Leerink Partners LLC
Industry Financial Services
Experience
Leerink Partners LLC January 2015 - Present
Leerink Partners LLC August 2012 - December 2014
Morgan Stanley May 2009 - August 2012
Spectrum Equity Investors June 2007 - May 2009
Merrill Lynch June 2005 - June 2007
Skills
Corporate Finance, Equity Research, LBO, Private Equity
Education
Georgetown University 2001 — 2005
B.S. Business Administration, Finance and Accounting
Leerink Partners LLC January 2015 - Present
Leerink Partners LLC August 2012 - December 2014
Morgan Stanley May 2009 - August 2012
Spectrum Equity Investors June 2007 - May 2009
Merrill Lynch June 2005 - June 2007
Skills
Corporate Finance, Equity Research, LBO, Private Equity
Education
Georgetown University 2001 — 2005
B.S. Business Administration, Finance and Accounting
Benjamin Ryan's Morgan Stanley Experience 2008 - 2009
Job Commodity Trader/ Director of Trading Operations
Industry Financial Services
Experience
North End Options Strategies/ ML Options July 2013 - Present
Fiat Gold October 2011 - Present
Grafite Capital August 2010 - June 2013
Fogel Neale Partners LLC November 2009 - July 2010
Morgan Stanley 2008 - 2009
G-Town Laundry Delivery Service August 2007 - May 2008
NBCsports.com May 2007 - August 2007
Skills
Hedge Funds, Equities, Options, Portfolio Management, Commodity, Trading, Electronic Trading
Education
Georgetown University 2004 — 2008
BA, Psychology
Georgetown University 2004 — 2008
B.A, Psychology
Friends Academy
North End Options Strategies/ ML Options July 2013 - Present
Fiat Gold October 2011 - Present
Grafite Capital August 2010 - June 2013
Fogel Neale Partners LLC November 2009 - July 2010
Morgan Stanley 2008 - 2009
G-Town Laundry Delivery Service August 2007 - May 2008
NBCsports.com May 2007 - August 2007
Skills
Hedge Funds, Equities, Options, Portfolio Management, Commodity, Trading, Electronic Trading
Education
Georgetown University 2004 — 2008
BA, Psychology
Georgetown University 2004 — 2008
B.A, Psychology
Friends Academy
Charles Shutt's Morgan Stanley Experience June 2013 - Present
Job Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2013 - Present
Hamburg Sud August 2011 - June 2013
Morgan Stanley October 2009 - August 2011
Hudson River Group June 2008 - May 2009
Maersk Line July 2006 - June 2007
Sovereign Bank June 2004 - August 2005
Skills
Analysis, Business Process..., Leadership, Project Planning, Microsoft Excel, Data Analysis, Project Management, Business Strategy, Management, SPSS, Outlook, Analytics, Budgets, Benchmarking, Pivot Tables, SharePoint, Strategic Analysis, Project Execution, Training, Budget Tracking, Client Service, Excel, Website Promotion, PowerPoint, Research, AC Nielsen, WebTrends, Visio, SQL, Microsoft Project, Strategy, Financial Analysis, Business Analysis
Education
Georgetown University 2002 — 2006
BSFS, International Economics
New Providence High School 1998 — 2002
The Governor's School of International Studies at Ramapo College 2001 — 2001
Morgan Stanley June 2013 - Present
Hamburg Sud August 2011 - June 2013
Morgan Stanley October 2009 - August 2011
Hudson River Group June 2008 - May 2009
Maersk Line July 2006 - June 2007
Sovereign Bank June 2004 - August 2005
Skills
Analysis, Business Process..., Leadership, Project Planning, Microsoft Excel, Data Analysis, Project Management, Business Strategy, Management, SPSS, Outlook, Analytics, Budgets, Benchmarking, Pivot Tables, SharePoint, Strategic Analysis, Project Execution, Training, Budget Tracking, Client Service, Excel, Website Promotion, PowerPoint, Research, AC Nielsen, WebTrends, Visio, SQL, Microsoft Project, Strategy, Financial Analysis, Business Analysis
Education
Georgetown University 2002 — 2006
BSFS, International Economics
New Providence High School 1998 — 2002
The Governor's School of International Studies at Ramapo College 2001 — 2001
Jeanne Campanelli's Morgan Stanley Experience 1983 - 1987
Job General Counsel
Industry Financial Services
Experience
Promontory Financial Group, LLC 2014 - Present
Mitsubishi UFJ Securities (USA), Inc. 2013 - 2014
Lehman Brothers Holdings Inc. 2009 - 2012
Citigroup 2005 - 2009
Citigroup 2000 - 2005
Shearman and Sterling 1999 - 2000
Shearman and Sterling 1990 - 1998
Fried Frank 1989 - 1990
Morgan Stanley 1983 - 1987
Skills
Capital Markets, Securities, Investment Banking, Equities, Securities Regulation, Derivatives, Private Placements, Corporate Law, Corporate Governance, Corporate Finance, General Corporate..., Fixed Income, Risk Management, IPO
Education
Georgetown University Law Center 1987 — 1990
JD, Law
Georgetown University 1979 — 1983
BSFS, International Economics
Promontory Financial Group, LLC 2014 - Present
Mitsubishi UFJ Securities (USA), Inc. 2013 - 2014
Lehman Brothers Holdings Inc. 2009 - 2012
Citigroup 2005 - 2009
Citigroup 2000 - 2005
Shearman and Sterling 1999 - 2000
Shearman and Sterling 1990 - 1998
Fried Frank 1989 - 1990
Morgan Stanley 1983 - 1987
Skills
Capital Markets, Securities, Investment Banking, Equities, Securities Regulation, Derivatives, Private Placements, Corporate Law, Corporate Governance, Corporate Finance, General Corporate..., Fixed Income, Risk Management, IPO
Education
Georgetown University Law Center 1987 — 1990
JD, Law
Georgetown University 1979 — 1983
BSFS, International Economics
Ryan Shanahan's Morgan Stanley Experience October 2004 - October 2006
Job Senior Consultant at Personify Corp
Industry Information Technology and Services
Experience
Personify Corp May 2014 - Present
IBM Global Business Services October 2006 - May 2014
Morgan Stanley October 2004 - October 2006
Skills
Business Analysis, Business Strategy, Leadership Development, Financial Analysis, Sales Management, Budgeting, Program Management, Management Consulting, Business Intelligence, Customer Relations, Requirements Analysis, Data Warehousing, IT Strategy, Integration, Consultancy, Business Transformation, Business Process, Business Process..., Process Improvement, Business Management, ERP, SharePoint, Siebel, Public Sector, Governance, Data Modeling, Customer Service, Management, Budgets, SDLC, PMO, PMP, Strategy, Requirements Gathering, Project Management, Project Planning, Proposal Writing, Enterprise Architecture, Training, Stakeholder Management, Consulting, Software Project..., Software Quality..., Enterprise Software
Education
George Mason University 2000 — 2005
BA, Government
Personify Corp May 2014 - Present
IBM Global Business Services October 2006 - May 2014
Morgan Stanley October 2004 - October 2006
Skills
Business Analysis, Business Strategy, Leadership Development, Financial Analysis, Sales Management, Budgeting, Program Management, Management Consulting, Business Intelligence, Customer Relations, Requirements Analysis, Data Warehousing, IT Strategy, Integration, Consultancy, Business Transformation, Business Process, Business Process..., Process Improvement, Business Management, ERP, SharePoint, Siebel, Public Sector, Governance, Data Modeling, Customer Service, Management, Budgets, SDLC, PMO, PMP, Strategy, Requirements Gathering, Project Management, Project Planning, Proposal Writing, Enterprise Architecture, Training, Stakeholder Management, Consulting, Software Project..., Software Quality..., Enterprise Software
Education
George Mason University 2000 — 2005
BA, Government
Ben Bold's Morgan Stanley Experience June 2013 - July 2015
Job Investment Professional at TA Associates
Industry Financial Services
Experience
TA Associates July 2015 - Present
Morgan Stanley June 2013 - July 2015
Credit Suisee June 2012 - August 2012
Georgetown University Investment Office September 2010 - August 2011
Skills
Valuation, Bloomberg, Financial Modeling, Investment Banking, Bloomberg Terminal, Due Diligence, Mergers & Acquisitions, Investments, Private Equity
Education
Georgetown University 2009 — 2013
Bachelor of Science in Foreign Service, International Economics
University School
High School
TA Associates July 2015 - Present
Morgan Stanley June 2013 - July 2015
Credit Suisee June 2012 - August 2012
Georgetown University Investment Office September 2010 - August 2011
Skills
Valuation, Bloomberg, Financial Modeling, Investment Banking, Bloomberg Terminal, Due Diligence, Mergers & Acquisitions, Investments, Private Equity
Education
Georgetown University 2009 — 2013
Bachelor of Science in Foreign Service, International Economics
University School
High School
Christopher Colman's Morgan Stanley Experience September 1998 - March 2000
Job Director of Financial Planning & Analysis at Cyan Optics
Industry Telecommunications
Experience
Cyan, Inc. April 2011 - Present
Reliance Globalcom October 2007 - April 2011
Yipes Enterprise Services February 2001 - October 2007
Peerlogic, Inc. March 2000 - October 2000
Morgan Stanley September 1998 - March 2000
Skills
Forecasting, Telecommunications, Finance, Mergers, Mergers & Acquisitions, Analysis, Financial Modeling, Financial Analysis, Strategy, Strategic Financial..., Strategic Partnerships, Start-ups, Cross-functional Team..., Financial Reporting, SaaS, Competitive Analysis, Business Strategy, Business Planning, Business Development, P&L Management, Process Improvement, Business Analysis, Financial Planning
Education
Georgetown University 1993 — 1997
BA, Government, English
Cyan, Inc. April 2011 - Present
Reliance Globalcom October 2007 - April 2011
Yipes Enterprise Services February 2001 - October 2007
Peerlogic, Inc. March 2000 - October 2000
Morgan Stanley September 1998 - March 2000
Skills
Forecasting, Telecommunications, Finance, Mergers, Mergers & Acquisitions, Analysis, Financial Modeling, Financial Analysis, Strategy, Strategic Financial..., Strategic Partnerships, Start-ups, Cross-functional Team..., Financial Reporting, SaaS, Competitive Analysis, Business Strategy, Business Planning, Business Development, P&L Management, Process Improvement, Business Analysis, Financial Planning
Education
Georgetown University 1993 — 1997
BA, Government, English
Leann Williamson's Morgan Stanley Experience 1993 - 2000
Job Esthetician at Swerve Salon and Spa
Industry Health, Wellness and Fitness
Experience
Swerve Salon and Spa April 2015 - Present
The Spa at Ballantyne June 2014 - May 2015
Morgan Stanley 1993 - 2000
Merrill Lynch 1989 - 1993
Skills
Aesthetics, Spa, Skin Care, Chemical Peels, Beauty Industry, Skin, Waxing, Microdermabrasion, Wellness, Therapeutic Massage, HydraFacial MD, Microneedling Certified
Education
Gaston College 2013 — 2014
Esthetics
Swerve Salon and Spa April 2015 - Present
The Spa at Ballantyne June 2014 - May 2015
Morgan Stanley 1993 - 2000
Merrill Lynch 1989 - 1993
Skills
Aesthetics, Spa, Skin Care, Chemical Peels, Beauty Industry, Skin, Waxing, Microdermabrasion, Wellness, Therapeutic Massage, HydraFacial MD, Microneedling Certified
Education
Gaston College 2013 — 2014
Esthetics
Colleen (Hehir) Wood's Morgan Stanley Experience September 2007 - December 2010
Job Sr. Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS Financial Services, Inc. November 2014 - Present
UBS Financial Services, Inc. December 2010 - November 2014
Morgan Stanley September 2007 - December 2010
Education
Georgetown University 2000 — 2004
Bachelor of Arts, Economics
University of Sydney
UBS Financial Services, Inc. November 2014 - Present
UBS Financial Services, Inc. December 2010 - November 2014
Morgan Stanley September 2007 - December 2010
Education
Georgetown University 2000 — 2004
Bachelor of Arts, Economics
University of Sydney
Chris Ahn's Morgan Stanley Experience June 2012 - July 2014
Job Associate at Hellman & Friedman
Industry Venture Capital & Private Equity
Experience
Hellman & Friedman July 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
New York Life Investment Management May 2010 - August 2010
Skills
Bonds, Equity Valuation, Credit, Microsoft Word, Finance, DCF, Economics
Education
Georgetown University 2008 — 2012
Bachelor of Science in Foreign Service, International Economics
Groton School 2003 — 2008
Hellman & Friedman July 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
New York Life Investment Management May 2010 - August 2010
Skills
Bonds, Equity Valuation, Credit, Microsoft Word, Finance, DCF, Economics
Education
Georgetown University 2008 — 2012
Bachelor of Science in Foreign Service, International Economics
Groton School 2003 — 2008
Christopher Mathieu's Morgan Stanley Experience June 2007 - February 2008
Job Associate
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2009 - Present
Morgan Stanley June 2007 - February 2008
Education
Georgetown University 2004 — 2008
Bachelor of Arts (B.A.), Economics / English
JPMorgan Chase & Co. August 2009 - Present
Morgan Stanley June 2007 - February 2008
Education
Georgetown University 2004 — 2008
Bachelor of Arts (B.A.), Economics / English
Alex Finerman's Morgan Stanley Experience 2007 - 2008
Job MBA Candidate The Wharton School
Industry Investment Management
Experience
Eos Energy Storage 2013 - 2013
Convergent Energy + Power 2013 - 2013
Glenview Capital 2008 - 2012
Morgan Stanley 2007 - 2008
Morgan Stanley 2005 - 2006
Skills
Investment Banking, Business Development, Valuation, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
Harvard University 2002 — 2005
AB, History
Georgetown University 2001 — 2002
Phillips Academy 1998 — 2001
Eos Energy Storage 2013 - 2013
Convergent Energy + Power 2013 - 2013
Glenview Capital 2008 - 2012
Morgan Stanley 2007 - 2008
Morgan Stanley 2005 - 2006
Skills
Investment Banking, Business Development, Valuation, Financial Modeling
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
Harvard University 2002 — 2005
AB, History
Georgetown University 2001 — 2002
Phillips Academy 1998 — 2001
Bernard Cooney's Morgan Stanley Experience 1999 - 2008
Job Managing Director at UBS
Industry Financial Services
Experience
UBS 2009 - Present
Morgan Stanley 1999 - 2008
Skills
Series 7, Series 63, Series 24, Series 55, Series 79, Capital Markets, Healthcare Banking, Investment Banking, Healthcare Industry
Education
Georgetown University
Master of Business Administration (MBA)
University of Massachusetts, Amherst
Bachelor of Arts (BA), Economics
UBS 2009 - Present
Morgan Stanley 1999 - 2008
Skills
Series 7, Series 63, Series 24, Series 55, Series 79, Capital Markets, Healthcare Banking, Investment Banking, Healthcare Industry
Education
Georgetown University
Master of Business Administration (MBA)
University of Massachusetts, Amherst
Bachelor of Arts (BA), Economics
Sandy Jordan's Morgan Stanley Experience 1995 - 1998
Job Regional Vice President at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc. July 2013 - Present
Jackson 2006 - 2011
The Hartford 2000 - 2006
Morgan Stanley 1995 - 1998
Skills
Series 7, Retirement Planning, Wealth Management, Investment Strategies, Financial Services, Public Speaking, Strategic Financial..., Fixed Annuities, Investments, Financial Advisory, Life Insurance, Series 63, Retirement, Finance, Asset Allocation, Investment Advisory, Series 6, Series 65, Variable Annuities, Financial Planning, Wholesaler, Securities, 401k, IRAs
Education
Georgetown University
Certificate, Financial Planning
Hampden-Sydney College
Bachelor of Arts, Economics
Collegiate School
Diploma, College Preparatory
Forethought Financial Group, Inc. July 2013 - Present
Jackson 2006 - 2011
The Hartford 2000 - 2006
Morgan Stanley 1995 - 1998
Skills
Series 7, Retirement Planning, Wealth Management, Investment Strategies, Financial Services, Public Speaking, Strategic Financial..., Fixed Annuities, Investments, Financial Advisory, Life Insurance, Series 63, Retirement, Finance, Asset Allocation, Investment Advisory, Series 6, Series 65, Variable Annuities, Financial Planning, Wholesaler, Securities, 401k, IRAs
Education
Georgetown University
Certificate, Financial Planning
Hampden-Sydney College
Bachelor of Arts, Economics
Collegiate School
Diploma, College Preparatory
Sachin Abrol's Morgan Stanley Experience June 2015 - August 2015
Job Student at Georgetown University
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Bosch May 2013 - August 2013
Bosch July 2012 - August 2012
Education
Georgetown University 2012 — 2016
Bachelor of Science (B.S.), Finance & Accounting; Mathematics
University of Oxford 2014 — 2014
International Finance & Strategic Management
Porter-Gaud School 2009 — 2012
High School Diploma
Shanghai American School 2005 — 2009
Morgan Stanley June 2015 - August 2015
Bosch May 2013 - August 2013
Bosch July 2012 - August 2012
Education
Georgetown University 2012 — 2016
Bachelor of Science (B.S.), Finance & Accounting; Mathematics
University of Oxford 2014 — 2014
International Finance & Strategic Management
Porter-Gaud School 2009 — 2012
High School Diploma
Shanghai American School 2005 — 2009
Dimitrios Mpelkas's Morgan Stanley Experience March 2013 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2013 - Present
Mercatus Center October 2012 - March 2013
Experian June 2012 - July 2012
Skills
Microsoft Office, Public Speaking, Event Planning, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Research, Community Outreach
Education
George Mason University
B.S. Economics
Morgan Stanley March 2013 - Present
Mercatus Center October 2012 - March 2013
Experian June 2012 - July 2012
Skills
Microsoft Office, Public Speaking, Event Planning, Social Media, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Research, Community Outreach
Education
George Mason University
B.S. Economics
CARL BUHR's Morgan Stanley Experience May 1995 - January 2013
Job Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2013 - Present
Morgan Stanley May 1995 - January 2013
U S Trust Company of NY September 1968 - May 1987
Skills
Investments, IRAs, Retirement Planning, Mutual Funds, Asset Allocation, Securities
Education
Georgetown University 1959 — 1963
A. B. College of Arts & Sciences, Economics
Wells Fargo Advisors January 2013 - Present
Morgan Stanley May 1995 - January 2013
U S Trust Company of NY September 1968 - May 1987
Skills
Investments, IRAs, Retirement Planning, Mutual Funds, Asset Allocation, Securities
Education
Georgetown University 1959 — 1963
A. B. College of Arts & Sciences, Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS