Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Shane Sandridge Shane Sandridge's Morgan Stanley Experience June 2012 - April 2013
Job Vice President at Bank of America Merrill Lynch
Industry Banking
Experience
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch May 2013 - Present
Morgan Stanley June 2012 - April 2013
Airwatch, LLC May 2008 - May 2012
Georgia Tech Interfraternity Council November 2010 - December 2011
Morgan Stanley May 2011 - August 2011
Skills
Analysis, Technical Writing, Project Planning, Data Analysis, Proposal Writing, Project Management, Microsoft Office, Financial Analysis, Underwriting, Credit Analysis, Communication Skills, Banking, Finance, Team Leadership, Cross-functional Team..., Risk Management, Management, Microsoft Excel, Research, Leadership, Financial Modeling, Process Improvement
Education
Georgia Institute of Technology 2007 — 2011
Management, Finance and Information Technology
Bank of America Merrill Lynch May 2015 - Present
Bank of America Merrill Lynch May 2013 - Present
Morgan Stanley June 2012 - April 2013
Airwatch, LLC May 2008 - May 2012
Georgia Tech Interfraternity Council November 2010 - December 2011
Morgan Stanley May 2011 - August 2011
Skills
Analysis, Technical Writing, Project Planning, Data Analysis, Proposal Writing, Project Management, Microsoft Office, Financial Analysis, Underwriting, Credit Analysis, Communication Skills, Banking, Finance, Team Leadership, Cross-functional Team..., Risk Management, Management, Microsoft Excel, Research, Leadership, Financial Modeling, Process Improvement
Education
Georgia Institute of Technology 2007 — 2011
Management, Finance and Information Technology
Azba Habib Azba Habib's Morgan Stanley Experience July 2004 - October 2004
Job Assistant General Counsel, Kabbage
Industry Law Practice
Experience
Kabbage, Inc September 2015 - Present
BitPay, Inc. October 2014 - September 2015
Kraken Bitcoin Exchange April 2014 - September 2014
Federal Reserve Bank of Atlanta July 2011 - March 2014
Paul, Hastings, Janofsky & Walker LLP October 2008 - July 2011
Miller & Martin PLLC May 2006 - August 2006
Ginsberg Law Offices January 2002 - January 2005
Morgan Stanley July 2004 - October 2004
Skills
Corporate Law, Legal Writing, Legal Research, Litigation, Intellectual Property, Corporate Governance, Due Diligence, Licensing, Banking Law, Electronic Payments, Financial Services, Commercial Litigation, Strategy, Legal Advice, Start-ups, Finance, International Law
Education
The University of Georgia 2005 — 2008
J.D., Law
University of Oxford
J.D., Law
Georgia Institute of Technology 2002 — 2005
Bachelor of Science (B.S.), Finance, Pre-Law
Kabbage, Inc September 2015 - Present
BitPay, Inc. October 2014 - September 2015
Kraken Bitcoin Exchange April 2014 - September 2014
Federal Reserve Bank of Atlanta July 2011 - March 2014
Paul, Hastings, Janofsky & Walker LLP October 2008 - July 2011
Miller & Martin PLLC May 2006 - August 2006
Ginsberg Law Offices January 2002 - January 2005
Morgan Stanley July 2004 - October 2004
Skills
Corporate Law, Legal Writing, Legal Research, Litigation, Intellectual Property, Corporate Governance, Due Diligence, Licensing, Banking Law, Electronic Payments, Financial Services, Commercial Litigation, Strategy, Legal Advice, Start-ups, Finance, International Law
Education
The University of Georgia 2005 — 2008
J.D., Law
University of Oxford
J.D., Law
Georgia Institute of Technology 2002 — 2005
Bachelor of Science (B.S.), Finance, Pre-Law
Michael Distler Michael Distler's Morgan Stanley Experience June 2015 - Present
Job Student at Gettysburg College
Industry Higher Education
Experience
Morgan Stanley June 2015 - Present
Studenterhuset September 2014 - November 2014
Big Open Door Marketing June 2014 - August 2014
Steel & Wire Products Co Inc June 2013 - August 2013
Gettysburg College 2013 - 2013
Skills
Leadership, Teamwork, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Social Media, Customer Service, Event Planning, Photoshop, Facebook, Data Analysis, Social Networking, Editing
Education
Gettysburg College 2012 — 2016
Organizational Management Studies
Loyola Blakefield High School 2006 — 2012
High School
Gettysburg College
Bachelor of Arts, Organizational Management Studies
Morgan Stanley June 2015 - Present
Studenterhuset September 2014 - November 2014
Big Open Door Marketing June 2014 - August 2014
Steel & Wire Products Co Inc June 2013 - August 2013
Gettysburg College 2013 - 2013
Skills
Leadership, Teamwork, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Social Media, Customer Service, Event Planning, Photoshop, Facebook, Data Analysis, Social Networking, Editing
Education
Gettysburg College 2012 — 2016
Organizational Management Studies
Loyola Blakefield High School 2006 — 2012
High School
Gettysburg College
Bachelor of Arts, Organizational Management Studies
Rawson Gulick's Morgan Stanley Experience January 2006 - November 2008
Job Managing Director & Global Marketing Director at Broadmark Asset Management
Industry Financial Services
Experience
Broadmark Asset Management LLC January 2010 - Present
Morgan Stanley January 2006 - November 2008
Morgan Stanley July 2002 - January 2006
Morgan Stanley January 2000 - July 2002
Skills
Derivatives, Hedge Funds, Investments, Equities, Financial Services, Prime Brokerage, Management Consulting, Management, Strategy, Start-ups, Sales, Alternative Investments
Education
Georgia Southern University 1990 — 1992
BA, HIstory
Queens University of Charlotte 1988 — 1990
Broadmark Asset Management LLC January 2010 - Present
Morgan Stanley January 2006 - November 2008
Morgan Stanley July 2002 - January 2006
Morgan Stanley January 2000 - July 2002
Skills
Derivatives, Hedge Funds, Investments, Equities, Financial Services, Prime Brokerage, Management Consulting, Management, Strategy, Start-ups, Sales, Alternative Investments
Education
Georgia Southern University 1990 — 1992
BA, HIstory
Queens University of Charlotte 1988 — 1990
Debbie Parrish Debbie Parrish's Morgan Stanley Experience October 1999 - March 2009
Job LPL Financial Advisor, Delta Community Retirement & Investment Services located at Delta Community Credit Union
Industry Financial Services
Experience
Delta Community Retirement & Investment Services April 2009 - Present
Morgan Stanley October 1999 - March 2009
Skills
Retirement Planning, Long Term Care Insurance, Financial Planning, Women's Finances, Investment Management, Sudden Wealth Management, Social Security Planning, Estate Planning...
Education
Georgia State University 1971 — 1972
Bachelor of Science (BS)
University of Houston 1970 — 1971
Stephen F. Austin State University 1968 — 1970
Delta Community Retirement & Investment Services April 2009 - Present
Morgan Stanley October 1999 - March 2009
Skills
Retirement Planning, Long Term Care Insurance, Financial Planning, Women's Finances, Investment Management, Sudden Wealth Management, Social Security Planning, Estate Planning...
Education
Georgia State University 1971 — 1972
Bachelor of Science (BS)
University of Houston 1970 — 1971
Stephen F. Austin State University 1968 — 1970
Leonardo Lacayo Leonardo Lacayo's Morgan Stanley Experience May 2011 - August 2011
Job Associate at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2014 - Present
Deutsche Bank June 2012 - June 2014
Morgan Stanley May 2011 - August 2011
Morgan Stanley May 2010 - August 2010
Skills
Fixed Income, Hedge Funds, Portfolio Performance..., Matlab, R, VBA, Statistical Data..., Marketing Strategy, Equities, UCITS, Bloomberg, Valuation, Investments, Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint
Education
Georgia Institute of Technology 2009 — 2012
B.S., Industrial Engineering, Economic Decision Analysis & Certificate in Finance
Deutsche Bank July 2014 - Present
Deutsche Bank June 2012 - June 2014
Morgan Stanley May 2011 - August 2011
Morgan Stanley May 2010 - August 2010
Skills
Fixed Income, Hedge Funds, Portfolio Performance..., Matlab, R, VBA, Statistical Data..., Marketing Strategy, Equities, UCITS, Bloomberg, Valuation, Investments, Microsoft Office, Data Analysis, Microsoft Excel, PowerPoint
Education
Georgia Institute of Technology 2009 — 2012
B.S., Industrial Engineering, Economic Decision Analysis & Certificate in Finance
Robert Kim Robert Kim's Morgan Stanley Experience August 1992 - January 1994
Job Portfolio Manager at Visium Asset Management
Industry Investment Management
Experience
Visium Asset Management May 2010 - Present
Millennium Partners February 2009 - February 2010
Royal Bank of Canada January 2006 - January 2009
Cydonia Capital Management April 2004 - August 2005
GLG Partners March 2003 - April 2004
Soros Fund Management May 2000 - March 2003
SAC Capital January 1998 - March 2000
Moore Capital Management January 1994 - January 1998
Morgan Stanley August 1992 - January 1994
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Trading, Equity Research, Asset Managment, Portfolio Management, Investments, Bloomberg, Derivatives, Proprietary Trading, Asset Management, Risk Management, Capital Markets, Valuation, Investment Management, Mutual Funds, Options
Education
Georgia Institute of Technology 1988 — 1992
BS, Chemistry
Visium Asset Management May 2010 - Present
Millennium Partners February 2009 - February 2010
Royal Bank of Canada January 2006 - January 2009
Cydonia Capital Management April 2004 - August 2005
GLG Partners March 2003 - April 2004
Soros Fund Management May 2000 - March 2003
SAC Capital January 1998 - March 2000
Moore Capital Management January 1994 - January 1998
Morgan Stanley August 1992 - January 1994
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Trading, Equity Research, Asset Managment, Portfolio Management, Investments, Bloomberg, Derivatives, Proprietary Trading, Asset Management, Risk Management, Capital Markets, Valuation, Investment Management, Mutual Funds, Options
Education
Georgia Institute of Technology 1988 — 1992
BS, Chemistry
Darryl Hicks Darryl Hicks's Morgan Stanley Experience April 2011 - October 2013
Job CoFounder, cRetirement Solutions
Industry Financial Services
Experience
cRetirement Solutions June 2014 - Present
MassMutual Financial Group October 2013 - Present
DAH Consultants, LLC August 2006 - Present
Alpha Phi Alpha Fraternity, Inc. November 1982 - Present
Morgan Stanley April 2011 - October 2013
Candidate March 2010 - November 2010
Fulton County Government January 2007 - March 2010
Candidate November 2005 - August 2006
AGL Resources June 1985 - November 2005
Skills
Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Process Improvement, Public Speaking, Strategic Planning, Program Management, Finance, Financial Analysis, Communication, Financial Planning, Community Outreach, Fundraising, Nonprofits, Team Building, Government, Leadership Development
Education
Georgia State University 2001 — 2003
Master of Business Administration (MBA), Executive Management
Morris Brown College 1981 — 1985
Bachelor's of Science, Accounting
cRetirement Solutions June 2014 - Present
MassMutual Financial Group October 2013 - Present
DAH Consultants, LLC August 2006 - Present
Alpha Phi Alpha Fraternity, Inc. November 1982 - Present
Morgan Stanley April 2011 - October 2013
Candidate March 2010 - November 2010
Fulton County Government January 2007 - March 2010
Candidate November 2005 - August 2006
AGL Resources June 1985 - November 2005
Skills
Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Process Improvement, Public Speaking, Strategic Planning, Program Management, Finance, Financial Analysis, Communication, Financial Planning, Community Outreach, Fundraising, Nonprofits, Team Building, Government, Leadership Development
Education
Georgia State University 2001 — 2003
Master of Business Administration (MBA), Executive Management
Morris Brown College 1981 — 1985
Bachelor's of Science, Accounting
Daniel H Waldrop's Morgan Stanley Experience January 2003 - May 2005
Job Senior Registered Investment Associate
Industry Financial Services
Experience
National Private Wealth Management Wirehouse August 2007 - Present
Erwin Downs Homeowners Association September 2011 - July 2015
Northside Hospital November 2002 - August 2007
Morgan Stanley January 2003 - May 2005
Robinson Humphrey / Smith Barney (Currently Morgan Stanley) January 2001 - April 2002
Robinson-Humphrey / Smith Barney (Currently Morgan Stanley) April 1999 - December 2001
Skills
Wealth Management, Asset Allocation, Investment Management, Financial Analysis, Series 7, Series 66, Trading, Trading Strategies, Fixed Income, Financial Modeling, Portfolio Optimization, Fundamental Analysis, Investment Brokerage, Quantitative Finance, Broker-Dealer Operations, Sales Operations, Office Administration, Technical Analysis, Uniform Combined State..., Retirement Planning, Equities, Portfolio Management, Management, Operations Management
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2002
B.B.A, Decision Science (Business & Financial Modeling)
National Private Wealth Management Wirehouse August 2007 - Present
Erwin Downs Homeowners Association September 2011 - July 2015
Northside Hospital November 2002 - August 2007
Morgan Stanley January 2003 - May 2005
Robinson Humphrey / Smith Barney (Currently Morgan Stanley) January 2001 - April 2002
Robinson-Humphrey / Smith Barney (Currently Morgan Stanley) April 1999 - December 2001
Skills
Wealth Management, Asset Allocation, Investment Management, Financial Analysis, Series 7, Series 66, Trading, Trading Strategies, Fixed Income, Financial Modeling, Portfolio Optimization, Fundamental Analysis, Investment Brokerage, Quantitative Finance, Broker-Dealer Operations, Sales Operations, Office Administration, Technical Analysis, Uniform Combined State..., Retirement Planning, Equities, Portfolio Management, Management, Operations Management
Education
Georgia State University - J. Mack Robinson College of Business 1998 — 2002
B.B.A, Decision Science (Business & Financial Modeling)
Joe Yi Joe Yi's Morgan Stanley Experience 2009 - 2012
Job Quantum Investment Partners
Industry Financial Services
Experience
Quantum Investment Partners July 2015 - Present
Raymond James July 2012 - June 2015
Morgan Stanley 2009 - 2012
RightNow Technologies 2007 - 2008
Exstream Software 2005 - 2007
Acterna 1996 - 2002
Education
United States Military Academy at West Point 1985 — 1989
Bachelor of Science (B.S.), Mechanical Engineering
Georgia State University - J. Mack Robinson College of Business 1994 — 1996
MBA, Finance & Marketing
Quantum Investment Partners July 2015 - Present
Raymond James July 2012 - June 2015
Morgan Stanley 2009 - 2012
RightNow Technologies 2007 - 2008
Exstream Software 2005 - 2007
Acterna 1996 - 2002
Education
United States Military Academy at West Point 1985 — 1989
Bachelor of Science (B.S.), Mechanical Engineering
Georgia State University - J. Mack Robinson College of Business 1994 — 1996
MBA, Finance & Marketing
Charles Todd McConnell Charles Todd McConnell's Morgan Stanley Experience May 2005 - August 2005
Job Business Development at Traust Sollus Wealth Management
Industry Financial Services
Experience
Traust Sollus Wealth Management September 2014 - Present
Peller Wealth Management August 2012 - September 2014
10 West Capital August 2011 - November 2013
MCBD LLC January 2009 - March 2011
Northwestern Mutual September 2007 - July 2008
Sandler O'Neill July 2006 - July 2007
Morgan Stanley May 2005 - August 2005
Skills
Finance, Financial Modeling, Securities, Equities, Sales, Alternative Investments, Microsoft Excel, Private Equity, Portfolio Management, Real Estate, Risk Management, Management, Wealth Management, Venture Capital, Investments, Business Development, Mutual Funds, Bloomberg, Asset Management, Financial Analysis, Hedge Funds, Series 63, Salesforce.com, Financial Planning
Education
Gettysburg College 2002 — 2006
Business, Management
Morristown Beard School 1998 — 2002
Harding Township
Traust Sollus Wealth Management September 2014 - Present
Peller Wealth Management August 2012 - September 2014
10 West Capital August 2011 - November 2013
MCBD LLC January 2009 - March 2011
Northwestern Mutual September 2007 - July 2008
Sandler O'Neill July 2006 - July 2007
Morgan Stanley May 2005 - August 2005
Skills
Finance, Financial Modeling, Securities, Equities, Sales, Alternative Investments, Microsoft Excel, Private Equity, Portfolio Management, Real Estate, Risk Management, Management, Wealth Management, Venture Capital, Investments, Business Development, Mutual Funds, Bloomberg, Asset Management, Financial Analysis, Hedge Funds, Series 63, Salesforce.com, Financial Planning
Education
Gettysburg College 2002 — 2006
Business, Management
Morristown Beard School 1998 — 2002
Harding Township
Carol Hsu Carol Hsu's Morgan Stanley Experience May 2004 - August 2004
Job Sr Integration Consultant at DayNine Consulting, Inc.
Industry Information Technology and Services
Experience
DayNine Consulting, Inc. June 2014 - Present
Appirio September 2012 - June 2014
Aggressor LLC acquired by Deloitte May 2011 - September 2012
ADP 2007 - 2011
Internal Revenue Service October 2006 - December 2006
Morgan Stanley May 2004 - August 2004
Skills
Proficient in 4010/5010..., Workday Integrations..., HIPAA, Software Implementation, Workday, SaaS, Consulting, Integration, Enterprise Software, SDLC, Business Process, ADP Payroll, Employee Benefits, Business Process Design, Requirements Analysis, Business Analysis, Requirements Gathering
Education
Georgia Institute of Technology
BS, Science Technology and Culture
DayNine Consulting, Inc. June 2014 - Present
Appirio September 2012 - June 2014
Aggressor LLC acquired by Deloitte May 2011 - September 2012
ADP 2007 - 2011
Internal Revenue Service October 2006 - December 2006
Morgan Stanley May 2004 - August 2004
Skills
Proficient in 4010/5010..., Workday Integrations..., HIPAA, Software Implementation, Workday, SaaS, Consulting, Integration, Enterprise Software, SDLC, Business Process, ADP Payroll, Employee Benefits, Business Process Design, Requirements Analysis, Business Analysis, Requirements Gathering
Education
Georgia Institute of Technology
BS, Science Technology and Culture
Chaz (Charlene) Roberts Chaz (Charlene) Roberts's Morgan Stanley Experience December 2011 - February 2013
Job Wells Fargo Personal Banker
Industry Banking
Experience
Wells Fargo May 2014 - Present
Morgan Stanley December 2011 - February 2013
Education
Georgia State University
Bachelor, Science Medical Technology
Wells Fargo May 2014 - Present
Morgan Stanley December 2011 - February 2013
Education
Georgia State University
Bachelor, Science Medical Technology
Vishal Saxena Vishal Saxena's Morgan Stanley Experience August 2007 - June 2008
Job Vice President, Technology at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group August 2013 - Present
S&P Capital IQ February 2012 - August 2013
S&P Capital IQ June 2008 - February 2012
Morgan Stanley August 2007 - June 2008
Capital IQ January 2006 - August 2007
Citigroup August 2005 - January 2006
Sapient June 2004 - August 2005
Sapient June 2001 - July 2002
Skills
Software Development, Software Design, People Management, Enterprise Software, Project Planning, Software Project..., Project Execution, Project Delivery, Data Technology, Enterprise API..., Enterprise API Strategy, Web Services, Enterprise Architecture, MS Office Automation, Microsoft SQL Server, Vertica, Oracle Coherence, ASP.NET, WPF, WCF, .NET, Java, AJAX, Ab Initio, SQL CLR, Data Warehousing, Data Modeling, Database Design, C#, T-SQL, VB.NET, Google Protocol Buffers, JIRA, SSIS, Project Management, Management, Agile Project Management, Microsoft Office
Education
Massachusetts Institute of Technology 2003 — 2004
Master of Engineering, Information Technology
Georgia Institute of Technology 2002 — 2003
MS, Engineering
Indian Institute of Technology, Delhi 1997 — 2001
B.Tech, Civil Engineering
The Blackstone Group August 2013 - Present
S&P Capital IQ February 2012 - August 2013
S&P Capital IQ June 2008 - February 2012
Morgan Stanley August 2007 - June 2008
Capital IQ January 2006 - August 2007
Citigroup August 2005 - January 2006
Sapient June 2004 - August 2005
Sapient June 2001 - July 2002
Skills
Software Development, Software Design, People Management, Enterprise Software, Project Planning, Software Project..., Project Execution, Project Delivery, Data Technology, Enterprise API..., Enterprise API Strategy, Web Services, Enterprise Architecture, MS Office Automation, Microsoft SQL Server, Vertica, Oracle Coherence, ASP.NET, WPF, WCF, .NET, Java, AJAX, Ab Initio, SQL CLR, Data Warehousing, Data Modeling, Database Design, C#, T-SQL, VB.NET, Google Protocol Buffers, JIRA, SSIS, Project Management, Management, Agile Project Management, Microsoft Office
Education
Massachusetts Institute of Technology 2003 — 2004
Master of Engineering, Information Technology
Georgia Institute of Technology 2002 — 2003
MS, Engineering
Indian Institute of Technology, Delhi 1997 — 2001
B.Tech, Civil Engineering
John Sammut John Sammut's Morgan Stanley Experience October 1999 - June 2005
Job President at Sammut Wealth Management
Industry Investment Management
Experience
Sammut Wealth Management January 2014 - Present
RBC Wealth Management July 2005 - January 2014
Morgan Stanley October 1999 - June 2005
Morgan Stanley June 1995 - October 1999
Skills
Wealth Management, Portfolio Management, Financial Advisory, Investments, Asset Allocation, Financial Planning, Retirement Planning, Finance, Asset Management, Financial Services, Securities, Investment Management, Management, Budgeting, Strategic Planning
Education
Gettysburg College 1988 — 1992
Bachelor's Degree, Management/Finance & English Literature
The Hotchkiss School 1986 — 1988
Sammut Wealth Management January 2014 - Present
RBC Wealth Management July 2005 - January 2014
Morgan Stanley October 1999 - June 2005
Morgan Stanley June 1995 - October 1999
Skills
Wealth Management, Portfolio Management, Financial Advisory, Investments, Asset Allocation, Financial Planning, Retirement Planning, Finance, Asset Management, Financial Services, Securities, Investment Management, Management, Budgeting, Strategic Planning
Education
Gettysburg College 1988 — 1992
Bachelor's Degree, Management/Finance & English Literature
The Hotchkiss School 1986 — 1988
Casey Arundel Casey Arundel's Morgan Stanley Experience 2004 - 2011
Job Financial Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management 2015 - Present
Merrill Lynch 2012 - 2015
Cardlytics, Inc. 2010 - 2012
Morgan Stanley 2004 - 2011
Education
Georgia Institute of Technology 2003 — 2007
Bachelor's Degree, Business - Finance and Marketing
Marist School
High School
UBS Wealth Management 2015 - Present
Merrill Lynch 2012 - 2015
Cardlytics, Inc. 2010 - 2012
Morgan Stanley 2004 - 2011
Education
Georgia Institute of Technology 2003 — 2007
Bachelor's Degree, Business - Finance and Marketing
Marist School
High School
Jack Picciuto, PhD, PMP Jack Picciuto, PhD, PMP's Morgan Stanley Experience June 2008 - June 2009
Job Director of Operations Analysis & Planning at IT Cadre
Industry Information Technology and Services
Experience
IT Cadre August 2012 - Present
United States Military Academy August 2010 - August 2012
US Air Force Material Command July 2009 - August 2011
Morgan Stanley June 2008 - June 2009
US Army 1984 - 2008
Skills
DoD, Army, National Security, Military, Security Clearance, Aviation, Data Analysis, Mathematical Modeling, Systems Engineering, Operations Research, Analytics, System Design, Aerospace, Defense, Program Management, Command, Analysis, Simulations, Leadership, Operational Planning, Military Operations, Special Operations, Top Secret, Military Experience, Government Contracting, Intelligence Analysis, Proposal Writing, Force Protection, Information Assurance, Air Force, Intelligence, Afghanistan, Counterinsurgency, Organizational...
Education
University of Central Florida 1999 — 2002
PhD, Industrial and Systems Engineering, Ergonomics
Georgia Institute of Technology 1992 — 1994
MS, Operations Research
United States Military Academy at West Point 1980 — 1984
BS, Operations Research and Mathematics
IT Cadre August 2012 - Present
United States Military Academy August 2010 - August 2012
US Air Force Material Command July 2009 - August 2011
Morgan Stanley June 2008 - June 2009
US Army 1984 - 2008
Skills
DoD, Army, National Security, Military, Security Clearance, Aviation, Data Analysis, Mathematical Modeling, Systems Engineering, Operations Research, Analytics, System Design, Aerospace, Defense, Program Management, Command, Analysis, Simulations, Leadership, Operational Planning, Military Operations, Special Operations, Top Secret, Military Experience, Government Contracting, Intelligence Analysis, Proposal Writing, Force Protection, Information Assurance, Air Force, Intelligence, Afghanistan, Counterinsurgency, Organizational...
Education
University of Central Florida 1999 — 2002
PhD, Industrial and Systems Engineering, Ergonomics
Georgia Institute of Technology 1992 — 1994
MS, Operations Research
United States Military Academy at West Point 1980 — 1984
BS, Operations Research and Mathematics
Todd Monastero Todd Monastero's Morgan Stanley Experience July 1993 - December 2006
Job Vice President, External Investment Consultant at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors November 2010 - Present
Merrill Lynch September 2009 - November 2010
Boenning & Scattergood, Inc. February 2009 - September 2009
Chartwell Investment Partners 2006 - 2008
Morgan Stanley July 1993 - December 2006
Skills
Risk Management, Financial Advisory, Portfolio Management, Hedge Funds, Securities, Investment Advisory, Investment Strategies, Investment Management, Retirement Planning, ETFs, Series 65, FINRA
Education
Villanova University 1990 — 1993
Bachelor of Science (BS), Marketing
Gettysburg College 1989 — 1990
Conestoga High School 1986 — 1988
Allianz Global Investors November 2010 - Present
Merrill Lynch September 2009 - November 2010
Boenning & Scattergood, Inc. February 2009 - September 2009
Chartwell Investment Partners 2006 - 2008
Morgan Stanley July 1993 - December 2006
Skills
Risk Management, Financial Advisory, Portfolio Management, Hedge Funds, Securities, Investment Advisory, Investment Strategies, Investment Management, Retirement Planning, ETFs, Series 65, FINRA
Education
Villanova University 1990 — 1993
Bachelor of Science (BS), Marketing
Gettysburg College 1989 — 1990
Conestoga High School 1986 — 1988
Gregory Katulka Gregory Katulka's Morgan Stanley Experience September 1997 - August 2003
Job First Vice President Wealth Management, Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Wells Fargo Advisors August 2003 - October 2010
Morgan Stanley September 1997 - August 2003
Skills
Investment Advisory, Investment Strategies, Estate Planning, Retirement Planning, Retirement Plan..., Asset Management, Wealth Management..., Wealth Management, Investments, Comprehensive Wealth..., Insurance Planning, Financial Advisory, Series 63, Retirement, Finance, Leadership, Series 7, Securities
Education
Georgia State University
B.S., Education
Merrill Lynch October 2010 - Present
Wells Fargo Advisors August 2003 - October 2010
Morgan Stanley September 1997 - August 2003
Skills
Investment Advisory, Investment Strategies, Estate Planning, Retirement Planning, Retirement Plan..., Asset Management, Wealth Management..., Wealth Management, Investments, Comprehensive Wealth..., Insurance Planning, Financial Advisory, Series 63, Retirement, Finance, Leadership, Series 7, Securities
Education
Georgia State University
B.S., Education
Drew Elwood Drew Elwood's Morgan Stanley Experience 1998 - 2003
Job Information Technology leader seeking new challenges
Industry Information Technology and Services
Experience
The Judge Group December 2012 - October 2014
Citigroup Technology Infrastructure August 2005 - March 2012
Aventis Pharmaceuticals 2003 - 2005
Morgan Stanley 1998 - 2003
Salomon Brothers 1990 - 1998
DP Communications 1989 - 1990
Centel Financial Systems 1988 - 1989
Shearson Lehman Brothers 1986 - 1988
Sperry Corporation 1985 - 1986
New York Telephone 1983 - 1985
Skills
Global Staff Management, IT Operations, Service Desk Management, ITSMF, ITIL Process..., Service-Now, Vendor Management, Governance, Business Process..., Business Continuity, Data Center, Release Management, Enterprise Architecture, Disaster Recovery, IT Service Management, Incident Management, Infrastructure, IT Management, ITIL, IT Outsourcing, Program Management, SDLC, IT Strategy, PMO, Information Security..., Leadership, Information Technology, Process Improvement, Management, Process Engineering, PMP, Project Portfolio..., Outsourcing, Team Management, Service Delivery, Integration, Analysis, Business Analysis, Business Process..., Project Management, Project Delivery, Solution Architecture, Professional Services, Business Intelligence, Cloud Computing, Enterprise Software, Information Security, Security, Business Transformation, Software Project...
Education
Stevens Institute of Technology 2009 — 2011
Master of Science (M.S.)
Gettysburg College 1978 — 1982
Bachelor of Arts (B.A.)
Metuchen High School 1974 — 1978
The Judge Group December 2012 - October 2014
Citigroup Technology Infrastructure August 2005 - March 2012
Aventis Pharmaceuticals 2003 - 2005
Morgan Stanley 1998 - 2003
Salomon Brothers 1990 - 1998
DP Communications 1989 - 1990
Centel Financial Systems 1988 - 1989
Shearson Lehman Brothers 1986 - 1988
Sperry Corporation 1985 - 1986
New York Telephone 1983 - 1985
Skills
Global Staff Management, IT Operations, Service Desk Management, ITSMF, ITIL Process..., Service-Now, Vendor Management, Governance, Business Process..., Business Continuity, Data Center, Release Management, Enterprise Architecture, Disaster Recovery, IT Service Management, Incident Management, Infrastructure, IT Management, ITIL, IT Outsourcing, Program Management, SDLC, IT Strategy, PMO, Information Security..., Leadership, Information Technology, Process Improvement, Management, Process Engineering, PMP, Project Portfolio..., Outsourcing, Team Management, Service Delivery, Integration, Analysis, Business Analysis, Business Process..., Project Management, Project Delivery, Solution Architecture, Professional Services, Business Intelligence, Cloud Computing, Enterprise Software, Information Security, Security, Business Transformation, Software Project...
Education
Stevens Institute of Technology 2009 — 2011
Master of Science (M.S.)
Gettysburg College 1978 — 1982
Bachelor of Arts (B.A.)
Metuchen High School 1974 — 1978
Carl Crowley Carl Crowley's Morgan Stanley Experience November 1995 - September 2005
Job Vice President Private Client Group at Boenning & Scattergood
Industry Financial Services
Experience
Boenning & Scattergood March 2009 - Present
UBS Financial Services 2005 - March 2009
Morgan Stanley November 1995 - September 2005
Education
Gettysburg College 1988 — 1992
Boenning & Scattergood March 2009 - Present
UBS Financial Services 2005 - March 2009
Morgan Stanley November 1995 - September 2005
Education
Gettysburg College 1988 — 1992
Longxue Xu Longxue Xu's Morgan Stanley Experience July 2015 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 2015 - Present
Citi August 2014 - June 2015
Citi February 2012 - July 2014
Quantitative and Computational Finance Department February 2011 - December 2011
Citi May 2011 - August 2011
Skills
Microsoft Office, Financial Modeling, Comparable Analysis, Capitalization, LBO, DCF, M&A Modeling, NAV, SOTP, Python, R, C++, Valuation, Corporate Finance, Bloomberg Terminal, Monte Carlo Simulation, Time Series Analysis, Optimization, Databases, VBA, Data Analysis, Statistics, Quantitative Finance
Education
Georgia Institute of Technology 2010 — 2011
Master of Quantitative and Computational Finance, Financial Engineering, 3.91
Xiamen University 2006 — 2010
Bachelor of Science, Major: Marine Science, Minor: Financial Engineering
Morgan Stanley July 2015 - Present
Citi August 2014 - June 2015
Citi February 2012 - July 2014
Quantitative and Computational Finance Department February 2011 - December 2011
Citi May 2011 - August 2011
Skills
Microsoft Office, Financial Modeling, Comparable Analysis, Capitalization, LBO, DCF, M&A Modeling, NAV, SOTP, Python, R, C++, Valuation, Corporate Finance, Bloomberg Terminal, Monte Carlo Simulation, Time Series Analysis, Optimization, Databases, VBA, Data Analysis, Statistics, Quantitative Finance
Education
Georgia Institute of Technology 2010 — 2011
Master of Quantitative and Computational Finance, Financial Engineering, 3.91
Xiamen University 2006 — 2010
Bachelor of Science, Major: Marine Science, Minor: Financial Engineering
David Hobbs's Morgan Stanley Experience May 2000 - December 2000
Job Commercial Banker
Industry Banking
Experience
SunTrust Bank September 2011 - Present
SunTrust Bank January 2007 - August 2011
RBC Bank January 2006 - December 2006
Wachovia Bank April 2004 - October 2005
Regions Bank August 2001 - March 2004
National Bank of Commerce (National Commerce Financial) June 2002 - December 2002
Grubb & Ellis Company (Newmark Grubb Knight Frank) January 2001 - October 2001
Morgan Stanley May 2000 - December 2000
Merrill Lynch February 1998 - December 1998
Education
Mercer University - Stetson School of Business and Economics
Master of Accountancy (M.Acc), Accounting
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (B.B.A.), Real Estate
SunTrust Bank September 2011 - Present
SunTrust Bank January 2007 - August 2011
RBC Bank January 2006 - December 2006
Wachovia Bank April 2004 - October 2005
Regions Bank August 2001 - March 2004
National Bank of Commerce (National Commerce Financial) June 2002 - December 2002
Grubb & Ellis Company (Newmark Grubb Knight Frank) January 2001 - October 2001
Morgan Stanley May 2000 - December 2000
Merrill Lynch February 1998 - December 1998
Education
Mercer University - Stetson School of Business and Economics
Master of Accountancy (M.Acc), Accounting
Georgia State University - J. Mack Robinson College of Business
Bachelor of Business Administration (B.B.A.), Real Estate
Randall Da Costa Randall Da Costa's Morgan Stanley Experience 1999 - 2001
Job CoFounder at OneWays.com
Industry Airlines/Aviation
Experience
OneWays.com January 2013 - Present
PrivateJet.com December 2011 - Present
NationsJet LLC January 2011 - Present
OneWays 2014 - 2015
OneWays 2014 - 2015
OneWays 2014 - 2015
SEOcean Company, LLC January 2007 - December 2010
Morgan Stanley 1999 - 2001
Education
Georgia Institute of Technology 1999 — 2003
BS, Electrical Engineering & Mathematics
Georgia Institute of Technology
Electrical Engineering + Mathematics, Electrical Engineering, Mathematics
OneWays.com January 2013 - Present
PrivateJet.com December 2011 - Present
NationsJet LLC January 2011 - Present
OneWays 2014 - 2015
OneWays 2014 - 2015
OneWays 2014 - 2015
SEOcean Company, LLC January 2007 - December 2010
Morgan Stanley 1999 - 2001
Education
Georgia Institute of Technology 1999 — 2003
BS, Electrical Engineering & Mathematics
Georgia Institute of Technology
Electrical Engineering + Mathematics, Electrical Engineering, Mathematics
Evan Feinberg's Morgan Stanley Experience June 2014 - August 2014
Job Marketing & Accounting Associate at Asset Experts
Industry Accounting
Experience
Chewonki March 2015 - Present
Chewonki Foundation June 2009 - August 2015
Morgan Stanley June 2014 - August 2014
FirstService Residential New York April 2013 - June 2013
Skills
Leadership, Public Speaking, Teamwork, Research, Political Campaigns, Political Science, Community Outreach, Volunteer Management, Customer Service, Medicine, Outdoor Education, Medical Terminology, Sea Kayaking, Mountaineering, Microsoft Office, Social Media, Social Media Marketing, Microsoft Excel
Education
Gettysburg College 2010 — 2014
Bachelor's degree, Political Science (Major), Health Science (Minor)
Calhoun School 2006 — 2010
Village Community School
Chewonki March 2015 - Present
Chewonki Foundation June 2009 - August 2015
Morgan Stanley June 2014 - August 2014
FirstService Residential New York April 2013 - June 2013
Skills
Leadership, Public Speaking, Teamwork, Research, Political Campaigns, Political Science, Community Outreach, Volunteer Management, Customer Service, Medicine, Outdoor Education, Medical Terminology, Sea Kayaking, Mountaineering, Microsoft Office, Social Media, Social Media Marketing, Microsoft Excel
Education
Gettysburg College 2010 — 2014
Bachelor's degree, Political Science (Major), Health Science (Minor)
Calhoun School 2006 — 2010
Village Community School
Donna Spensieri Donna Spensieri's Morgan Stanley Experience September 1992 - March 2003
Job Team Leader, Customer Engagement at Pfizer
Industry Pharmaceuticals
Jessica Redding Jessica Redding's Morgan Stanley Experience May 2003 - June 2007
Job Office of the COO
Industry Financial Services
Experience
Deutsche Bank October 2013 - Present
Faircloth / Prophitt Wedding 2014 - 2014
NYJL 2012 - 2014
Deutsche Bank November 2012 - November 2013
Deutsche Bank July 2011 - November 2012
Opera Solutions January 2010 - August 2012
Tuck School of Business at Dartmouth August 2007 - September 2010
Raymond James Financial Inc. 2008 - 2008
Morgan Stanley May 2003 - June 2007
Skills
Interim Management, C-Level Consulting, Program Management, Turn Around Management, Innovation Development, Innovation Management, Management Consulting, Operational Turnaround, Technology Integration, Strategy, Corporate Development, Competitive Analysis, Change Management, Start-up Consulting, Analytics, Business Strategy, Valuation, Start-ups, Strategic Planning, Private Equity, Financial Modeling, Venture Capital, Product Management, Project Management, Due Diligence, Global Delivery, C-Level Executive..., Mergers, Mergers & Acquisitions, Cross-functional Team..., Analysis, Innovation Consulting, Business Innovation, Outsourcing Management, Transformational..., Non-profit Leadership, Non-profit Program..., Large Scale Change..., Technology Change..., Transformative Mediation, Painting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
Master of Business Administration (M.B.A.), N/A
Georgia Institute of Technology 1998 — 2003
Bachelor's Degree, Industrial Engineering (BSIE), Certificate in Industrial and Organizational Psychology, Cum Laude
Deutsche Bank October 2013 - Present
Faircloth / Prophitt Wedding 2014 - 2014
NYJL 2012 - 2014
Deutsche Bank November 2012 - November 2013
Deutsche Bank July 2011 - November 2012
Opera Solutions January 2010 - August 2012
Tuck School of Business at Dartmouth August 2007 - September 2010
Raymond James Financial Inc. 2008 - 2008
Morgan Stanley May 2003 - June 2007
Skills
Interim Management, C-Level Consulting, Program Management, Turn Around Management, Innovation Development, Innovation Management, Management Consulting, Operational Turnaround, Technology Integration, Strategy, Corporate Development, Competitive Analysis, Change Management, Start-up Consulting, Analytics, Business Strategy, Valuation, Start-ups, Strategic Planning, Private Equity, Financial Modeling, Venture Capital, Product Management, Project Management, Due Diligence, Global Delivery, C-Level Executive..., Mergers, Mergers & Acquisitions, Cross-functional Team..., Analysis, Innovation Consulting, Business Innovation, Outsourcing Management, Transformational..., Non-profit Leadership, Non-profit Program..., Large Scale Change..., Technology Change..., Transformative Mediation, Painting
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2007 — 2009
Master of Business Administration (M.B.A.), N/A
Georgia Institute of Technology 1998 — 2003
Bachelor's Degree, Industrial Engineering (BSIE), Certificate in Industrial and Organizational Psychology, Cum Laude
Allen Burke Allen Burke's Morgan Stanley Experience September 2008 - June 2011
Job Chief Financial Officer at Visiting Nurse Health System
Industry Accounting
Experience
Visiting Nurse Health System August 2014 - Present
Alexander Proudfoot June 2011 - August 2014
Morgan Stanley September 2008 - June 2011
PricewaterhouseCoopers August 2006 - September 2008
Ernst & Young LLP 1998 - 2005
Skills
Financial Analysis, US GAAP, Accounting, Business Planning, Auditing, Due Diligence, Management Consulting, Financial Reporting, Assurance, Financial Modeling, Finance, Mergers & Acquisitions, Internal Controls, Private Equity, Management, Financial Accounting, Sarbanes-Oxley Act, CPA
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
Masters of Business Administration, Finance, General
Millsaps College 1994 — 1998
Bachelor of Science, Accounting & Economics
hhs
hhs
Visiting Nurse Health System August 2014 - Present
Alexander Proudfoot June 2011 - August 2014
Morgan Stanley September 2008 - June 2011
PricewaterhouseCoopers August 2006 - September 2008
Ernst & Young LLP 1998 - 2005
Skills
Financial Analysis, US GAAP, Accounting, Business Planning, Auditing, Due Diligence, Management Consulting, Financial Reporting, Assurance, Financial Modeling, Finance, Mergers & Acquisitions, Internal Controls, Private Equity, Management, Financial Accounting, Sarbanes-Oxley Act, CPA
Education
Georgia State University - J. Mack Robinson College of Business 2009 — 2011
Masters of Business Administration, Finance, General
Millsaps College 1994 — 1998
Bachelor of Science, Accounting & Economics
hhs
hhs
Sasha Kitaev's Morgan Stanley Experience May 2004 - August 2004
Job Senior Project Accountant at Jonathan Rose Companies
Industry Financial Services
Experience
Jonathan Rose Companies June 2010 - Present
Novogradac & Company LLP July 2005 - January 2010
Nordstrom September 2001 - July 2005
Morgan Stanley May 2004 - August 2004
Skills
Auditing, Project Management, Marketing, Financial Reporting, Strategic Planning, Forecasting, Microsoft Excel, Finance, Management
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2005
Finance and Management, Finance and Financial Management Services
Jonathan Rose Companies June 2010 - Present
Novogradac & Company LLP July 2005 - January 2010
Nordstrom September 2001 - July 2005
Morgan Stanley May 2004 - August 2004
Skills
Auditing, Project Management, Marketing, Financial Reporting, Strategic Planning, Forecasting, Microsoft Excel, Finance, Management
Education
Georgia State University - J. Mack Robinson College of Business 2001 — 2005
Finance and Management, Finance and Financial Management Services
Asit Gupta Asit Gupta's Morgan Stanley Experience August 2013 - Present
Job Investment Banking Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
NYU Stern School of Business July 2011 - May 2013
Morgan Stanley June 2012 - August 2012
A.T. Kearney October 2009 - June 2011
Booz Allen Hamilton July 2007 - October 2009
Skills
Management Consulting, Financial Modeling, Strategy, Business Strategy, Business Process..., Valuation, Analytics, Change Management, Business Analysis, Business Process..., Organizational Design, Data Analysis, Financial Analysis, Program Management, Due Diligence
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Finance, Strategy
Georgia Institute of Technology 2003 — 2007
BS, Industrial Engineering
Morgan Stanley August 2013 - Present
NYU Stern School of Business July 2011 - May 2013
Morgan Stanley June 2012 - August 2012
A.T. Kearney October 2009 - June 2011
Booz Allen Hamilton July 2007 - October 2009
Skills
Management Consulting, Financial Modeling, Strategy, Business Strategy, Business Process..., Valuation, Analytics, Change Management, Business Analysis, Business Process..., Organizational Design, Data Analysis, Financial Analysis, Program Management, Due Diligence
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Finance, Strategy
Georgia Institute of Technology 2003 — 2007
BS, Industrial Engineering
Alan Kinney's Morgan Stanley Experience August 1983 - July 2005
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Bezilla Kinney Wealth Management Group of Wells Fargo Advisors, LLC 2010 - Present
Merrill Lynch July 2005 - October 2010
Morgan Stanley August 1983 - July 2005
Education
Georgia Southern University - College of Business Administration 1980 — 1983
BBA, Finance
The Bezilla Kinney Wealth Management Group of Wells Fargo Advisors, LLC 2010 - Present
Merrill Lynch July 2005 - October 2010
Morgan Stanley August 1983 - July 2005
Education
Georgia Southern University - College of Business Administration 1980 — 1983
BBA, Finance
Kim Locklear Kim Locklear's Morgan Stanley Experience October 2006 - November 2008
Job
Industry Financial Services
Experience
John Hancock July 2011 - Present
Merrill Lynch November 2008 - February 2011
Morgan Stanley October 2006 - November 2008
Morgan Stanley May 2006 - October 2006
Education
Georgia State University 2000 — 2004
Bachelor of Science, Economics
Marist School 1997 — 2000
High School
John Hancock July 2011 - Present
Merrill Lynch November 2008 - February 2011
Morgan Stanley October 2006 - November 2008
Morgan Stanley May 2006 - October 2006
Education
Georgia State University 2000 — 2004
Bachelor of Science, Economics
Marist School 1997 — 2000
High School
Katherine Jenkins Katherine Jenkins's Morgan Stanley Experience March 2007 - May 2010
Job ED Asset Management Experienced and Executive Recruiting
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
J.P. Morgan May 2010 - January 2014
Morgan Stanley March 2007 - May 2010
Oak Hill Capital January 2004 - February 2007
Hampshire Equity Partners January 2002 - January 2004
Penguin Group USA June 2000 - January 2002
Skills
Onboarding, Talent Acquisition, Private Equity, Applicant Tracking..., Talent Management, Recruiting, Deferred Compensation, PeopleSoft, Human Resources, Performance Management, Internet Recruiting, Executive Search, Management, Personnel Management, Leadership, Investments, Employee Relations, Workforce Planning, Asset Management, Interviews
Education
Gettysburg College 1996 — 2000
Bachelor of Science (BS), Sociology
Millbrook School 1992 — 1996
J.P. Morgan January 2014 - Present
J.P. Morgan May 2010 - January 2014
Morgan Stanley March 2007 - May 2010
Oak Hill Capital January 2004 - February 2007
Hampshire Equity Partners January 2002 - January 2004
Penguin Group USA June 2000 - January 2002
Skills
Onboarding, Talent Acquisition, Private Equity, Applicant Tracking..., Talent Management, Recruiting, Deferred Compensation, PeopleSoft, Human Resources, Performance Management, Internet Recruiting, Executive Search, Management, Personnel Management, Leadership, Investments, Employee Relations, Workforce Planning, Asset Management, Interviews
Education
Gettysburg College 1996 — 2000
Bachelor of Science (BS), Sociology
Millbrook School 1992 — 1996
David Boike's Morgan Stanley Experience November 2014 - Present
Job Private Wealth Management Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2014 - Present
Morgan Stanley July 2014 - November 2014
Morgan Stanley June 2013 - July 2014
Ricciardi Marble & Granite June 2012 - August 2012
Skills
Microsoft Excel, Accounting, Microsoft Word, Financial Analysis, PowerPoint, Budgets, Microsoft Office, Outlook, Financial Reporting, Customer Service, Financial Accounting, Account Reconciliation, Investments, Bloomberg, Social Media, Finance, Public Speaking, Equities
Education
Bentley University 2011 — 2014
Bachelor of Science: Finance, Finance, General
Gettysburg College 2010 — 2011
Worcester Academy 2003 — 2010
High School Diploma, Finance, General
Morgan Stanley November 2014 - Present
Morgan Stanley July 2014 - November 2014
Morgan Stanley June 2013 - July 2014
Ricciardi Marble & Granite June 2012 - August 2012
Skills
Microsoft Excel, Accounting, Microsoft Word, Financial Analysis, PowerPoint, Budgets, Microsoft Office, Outlook, Financial Reporting, Customer Service, Financial Accounting, Account Reconciliation, Investments, Bloomberg, Social Media, Finance, Public Speaking, Equities
Education
Bentley University 2011 — 2014
Bachelor of Science: Finance, Finance, General
Gettysburg College 2010 — 2011
Worcester Academy 2003 — 2010
High School Diploma, Finance, General
Michael Bennicelli, CFA Michael Bennicelli, CFA's Morgan Stanley Experience April 2011 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2011 - Present
Morgan Stanley March 2007 - March 2011
Skills
Bloomberg, Fixed Income, Alternative Investments, Microsoft Excel, Asset Allocation, Equities, Derivatives, Hedge Funds, PowerPoint, Portfolio Management, Analysis, ETFs, Investment Strategies, Series 63, Series 7, Wealth Management
Education
Georgia Tech 2002 — 2006
Bachelor of Science, Management/Finance
Morgan Stanley April 2011 - Present
Morgan Stanley March 2007 - March 2011
Skills
Bloomberg, Fixed Income, Alternative Investments, Microsoft Excel, Asset Allocation, Equities, Derivatives, Hedge Funds, PowerPoint, Portfolio Management, Analysis, ETFs, Investment Strategies, Series 63, Series 7, Wealth Management
Education
Georgia Tech 2002 — 2006
Bachelor of Science, Management/Finance
Jim Fallon Jim Fallon's Morgan Stanley Experience September 2009 - Present
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2009 - Present
Morgan Stanley September 2009 - Present
Skills
Asset Management, Business Development, Banking, Business Planning, Business Strategy, Change Management, Cross-functional Team..., Customer Service, Due Diligence, Entrepreneurship, Employee Benefits, Equities, Executive Management, Financial Modeling, Financial Services, Insurance, Leadership Development, Investments, Management Consulting, Mutual Funds, Mergers & Acquisitions, Outlook, PeopleSoft, Portfolio Management, PowerPoint, Process Improvement, Program Management, Relationship Management, Research, Retirement Planning, Risk Management, Series 7, Start-ups, Strategic Financial..., Strategic Partnerships, Strategy, Vendor Management, Wealth Management, Windows, Financial Planning
Education
Georgia State University - J. Mack Robinson College of Business
Morgan Stanley September 2009 - Present
Morgan Stanley September 2009 - Present
Skills
Asset Management, Business Development, Banking, Business Planning, Business Strategy, Change Management, Cross-functional Team..., Customer Service, Due Diligence, Entrepreneurship, Employee Benefits, Equities, Executive Management, Financial Modeling, Financial Services, Insurance, Leadership Development, Investments, Management Consulting, Mutual Funds, Mergers & Acquisitions, Outlook, PeopleSoft, Portfolio Management, PowerPoint, Process Improvement, Program Management, Relationship Management, Research, Retirement Planning, Risk Management, Series 7, Start-ups, Strategic Financial..., Strategic Partnerships, Strategy, Vendor Management, Wealth Management, Windows, Financial Planning
Education
Georgia State University - J. Mack Robinson College of Business
Chesiree Walton's Morgan Stanley Experience August 1997 - June 1999
Job Digital Marketing Professional
Industry Information Technology and Services
Experience
ICF International August 2012 - August 2014
Pitney Bowes January 2008 - October 2011
Pitney Bowes December 2006 - December 2007
Pratt & Whitney August 2002 - January 2007
Turner Broadcasting May 2001 - August 2001
KPMG August 1999 - June 2000
Morgan Stanley August 1997 - June 1999
Skills
Project Management, Product Management, PMP, Competitive Analysis, Strategic Partnerships, Segmentation, Cross-functional Team..., Process Improvement, Program Management, Business Strategy, Strategic Planning, Marketing Strategy, New Business Development, Product Development, Pricing, Strategy, Change Management, Business Development, Management, Marketing, Sales, CRM, Analytics, Management Consulting, Business Process..., Forecasting, P&L Management, Six Sigma, Consulting, Leadership, Project Planning, Public Speaking, Sales Management, Analysis
Education
Darden Business School 2000 — 2002
MBA, General Management
Georgia Tech 1995 — 1997
BS, Industrial Engineering
Spelman College 1992 — 1997
BS, Mathematics
Banneker
ICF International August 2012 - August 2014
Pitney Bowes January 2008 - October 2011
Pitney Bowes December 2006 - December 2007
Pratt & Whitney August 2002 - January 2007
Turner Broadcasting May 2001 - August 2001
KPMG August 1999 - June 2000
Morgan Stanley August 1997 - June 1999
Skills
Project Management, Product Management, PMP, Competitive Analysis, Strategic Partnerships, Segmentation, Cross-functional Team..., Process Improvement, Program Management, Business Strategy, Strategic Planning, Marketing Strategy, New Business Development, Product Development, Pricing, Strategy, Change Management, Business Development, Management, Marketing, Sales, CRM, Analytics, Management Consulting, Business Process..., Forecasting, P&L Management, Six Sigma, Consulting, Leadership, Project Planning, Public Speaking, Sales Management, Analysis
Education
Darden Business School 2000 — 2002
MBA, General Management
Georgia Tech 1995 — 1997
BS, Industrial Engineering
Spelman College 1992 — 1997
BS, Mathematics
Banneker
Brett Bringuel's Morgan Stanley Experience July 1998 - February 2006
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2006 - Present
Morgan Stanley July 1998 - February 2006
Merrill Lynch July 1996 - July 1998
Education
The American College
Chartered Life Underwriter, Business and Personal/Financial Services
The American College
Chartered Financial Consultant, Personal Finance
Georgia State University 1992 — 1995
Bachelor of Business Administration, Finance
Clayton State University 1989 — 1992
Clayton State
Wells Fargo Advisors, LLC February 2006 - Present
Morgan Stanley July 1998 - February 2006
Merrill Lynch July 1996 - July 1998
Education
The American College
Chartered Life Underwriter, Business and Personal/Financial Services
The American College
Chartered Financial Consultant, Personal Finance
Georgia State University 1992 — 1995
Bachelor of Business Administration, Finance
Clayton State University 1989 — 1992
Clayton State
Siyu Tina Ji Siyu Tina Ji's Morgan Stanley Experience June 2011 - August 2011
Job Consultant at CRISIL Global Research & Analytics
Industry Financial Services
Experience
CRISIL Global Research & Analytics March 2014 - Present
BBVA Compass March 2012 - March 2014
Morgan Stanley June 2011 - August 2011
Georgia Institute of Technology January 2011 - May 2011
Skills
Quantitative Analytics, SAS, Derivatives, Credit Risk, Financial Risk, Financial Modeling, Quantitative Finance, Risk Management, Portfolio Management, Valuation, VBA, Basel II, Bloomberg, Hedge Funds, Corporate Finance, Market Risk, Fixed Income, Financial Analysis, Credit, Economics, Trading, Capital Markets, Business Analysis
Education
Georgia Institute of Technology
Master of Science (MS)
University of Washington
Zhejiang University
Bachelor's degree
CRISIL Global Research & Analytics March 2014 - Present
BBVA Compass March 2012 - March 2014
Morgan Stanley June 2011 - August 2011
Georgia Institute of Technology January 2011 - May 2011
Skills
Quantitative Analytics, SAS, Derivatives, Credit Risk, Financial Risk, Financial Modeling, Quantitative Finance, Risk Management, Portfolio Management, Valuation, VBA, Basel II, Bloomberg, Hedge Funds, Corporate Finance, Market Risk, Fixed Income, Financial Analysis, Credit, Economics, Trading, Capital Markets, Business Analysis
Education
Georgia Institute of Technology
Master of Science (MS)
University of Washington
Zhejiang University
Bachelor's degree
Sheetal D. Ahuja Sheetal D. Ahuja's Morgan Stanley Experience January 2003 - May 2003
Job Senior Product Analyst
Industry Financial Services
Experience
Ipreo April 2014 - Present
MetLife January 2006 - October 2012
ASHWOOD ADVISORS, LLC January 2005 - May 2006
M.S. INTERNATIONAL May 2003 - December 2004
Morgan Stanley January 2003 - May 2003
Skills
Financial Analysis, Management, Leadership, Business Process, Analysis, Business Development, Financial Reporting, Sales, Account Management, Finance, Team Leadership, Inventory Management, Customer Service, Microsoft Office, Pricing
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
Masters, Business Administration; Project Management
Georgia State University 2000 — 2003
Bachelor of Business Administration, Finance & Management
Ipreo April 2014 - Present
MetLife January 2006 - October 2012
ASHWOOD ADVISORS, LLC January 2005 - May 2006
M.S. INTERNATIONAL May 2003 - December 2004
Morgan Stanley January 2003 - May 2003
Skills
Financial Analysis, Management, Leadership, Business Process, Analysis, Business Development, Financial Reporting, Sales, Account Management, Finance, Team Leadership, Inventory Management, Customer Service, Microsoft Office, Pricing
Education
Keller Graduate School of Management of DeVry University 2009 — 2012
Masters, Business Administration; Project Management
Georgia State University 2000 — 2003
Bachelor of Business Administration, Finance & Management
Chad Elkins Chad Elkins's Morgan Stanley Experience 1998 - 1999
Job CEO at Elk Mountain Brands
Industry Marketing and Advertising
Experience
Elk Mountain Brands July 2014 - Present
Freelance / Digital Strategy November 2012 - August 2014
Engauge (US) April 2011 - November 2012
NASA 2009 - 2011
EarthLink 2001 - 2009
E*TRADE Financial 1999 - 2001
Morgan Stanley 1998 - 1999
Skills
Digital Strategy, Social Media Marketing, Social Media, Digital Marketing, Content Strategy, Mobile Marketing, Digital Media, Analytics, Web Analytics, Content Management, Mobile Devices, E-commerce, Interactive Gaming, Location Based Marketing, Location Based Services, Emerging Technologies, Emerging Media Strategy, Augmented Reality, Social TV, Creative Strategy, Interactive TV, Smart TV, Mobile Games, Research, Online Advertising
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2001
MBA, Ecommerce
Georgia Southern University 1994 — 1998
BS Liberal Arts, Economics & Political Science
Elk Mountain Brands July 2014 - Present
Freelance / Digital Strategy November 2012 - August 2014
Engauge (US) April 2011 - November 2012
NASA 2009 - 2011
EarthLink 2001 - 2009
E*TRADE Financial 1999 - 2001
Morgan Stanley 1998 - 1999
Skills
Digital Strategy, Social Media Marketing, Social Media, Digital Marketing, Content Strategy, Mobile Marketing, Digital Media, Analytics, Web Analytics, Content Management, Mobile Devices, E-commerce, Interactive Gaming, Location Based Marketing, Location Based Services, Emerging Technologies, Emerging Media Strategy, Augmented Reality, Social TV, Creative Strategy, Interactive TV, Smart TV, Mobile Games, Research, Online Advertising
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2001
MBA, Ecommerce
Georgia Southern University 1994 — 1998
BS Liberal Arts, Economics & Political Science
Audrea Craig Rease's Morgan Stanley Experience August 2003 - November 2009
Job Senior Real Estate Associate
Industry Financial Services
Experience
CB Richard Ellis April 2010 - September 2010
Morgan Stanley August 2003 - November 2009
Lend Lease Real Estate Investments July 2000 - August 2003
Lend Lease Real Estate Investments December 1999 - June 2000
Lend Lease Real Estate Investments June 1998 - November 1999
Arthur Andersen LLP September 1995 - December 1997
Education
Georgia State University - J. Mack Robinson College of Business
Master of Business Administration, Real Estate
University of North Carolina at Charlotte - Belk College of Business
Bachelor of Science, Accounting
CB Richard Ellis April 2010 - September 2010
Morgan Stanley August 2003 - November 2009
Lend Lease Real Estate Investments July 2000 - August 2003
Lend Lease Real Estate Investments December 1999 - June 2000
Lend Lease Real Estate Investments June 1998 - November 1999
Arthur Andersen LLP September 1995 - December 1997
Education
Georgia State University - J. Mack Robinson College of Business
Master of Business Administration, Real Estate
University of North Carolina at Charlotte - Belk College of Business
Bachelor of Science, Accounting
Duncan St.Clair Duncan St.Clair's Morgan Stanley Experience 2005 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley 2005 - 2014
Skills
Equities, Investments, Capital Markets, Asset Management, Series 7, Financial Markets, Wealth Management, Finance, Banking
Education
Gettysburg College 1995 — 1999
Bachelor's Degree, Business Administration and Management, General
Pomfret School 1991 — 1994
High School
Morgan Stanley 2005 - 2014
Skills
Equities, Investments, Capital Markets, Asset Management, Series 7, Financial Markets, Wealth Management, Finance, Banking
Education
Gettysburg College 1995 — 1999
Bachelor's Degree, Business Administration and Management, General
Pomfret School 1991 — 1994
High School
Jake Adoni Jake Adoni's Morgan Stanley Experience May 2014 - August 2014
Job StudentAthlete at Gettysburg College
Industry
Experience
AXA US June 2015 - August 2015
Morgan Stanley May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Teamwork, Social Media, Public Speaking, Research, Social Networking, Event Planning, Customer Service
Education
Gettysburg College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Germantown Academy 2008 — 2012
AXA US June 2015 - August 2015
Morgan Stanley May 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Economics, Microsoft Word, Teamwork, Social Media, Public Speaking, Research, Social Networking, Event Planning, Customer Service
Education
Gettysburg College 2012 — 2016
Bachelor of Arts (B.A.), Economics
Germantown Academy 2008 — 2012
Angela Kelly Angela Kelly's Morgan Stanley Experience 2007 - 2008
Job Property Accountant at Post Apartment Homes
Industry Real Estate
Experience
Post Apartment Homes September 2008 - Present
Morgan Stanley 2007 - 2008
BDO LLP 2005 - 2007
Skills
Property Management, General Ledger, Financial Reporting, Financial Analysis, GAAP, Leases, Due Diligence, CPA, Sarbanes-Oxley Act, Internal Controls, Real Estate, Accounting, Accounts Payable, Budgets, Financial Accounting, Financial Statements, Internal Audit, Auditing, Variance Analysis, SEC filings, Financial Modeling, Payroll
Education
Georgia State University - J. Mack Robinson College of Business 1993 — 1998
Bachelor of Business Administration (B.B.A.)
Post Apartment Homes September 2008 - Present
Morgan Stanley 2007 - 2008
BDO LLP 2005 - 2007
Skills
Property Management, General Ledger, Financial Reporting, Financial Analysis, GAAP, Leases, Due Diligence, CPA, Sarbanes-Oxley Act, Internal Controls, Real Estate, Accounting, Accounts Payable, Budgets, Financial Accounting, Financial Statements, Internal Audit, Auditing, Variance Analysis, SEC filings, Financial Modeling, Payroll
Education
Georgia State University - J. Mack Robinson College of Business 1993 — 1998
Bachelor of Business Administration (B.B.A.)
Kate Dorsey's Morgan Stanley Experience November 2013 - Present
Job Registered Client Service Associate
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
PNC Investments September 2012 - November 2013
Jan I. Berlage April 2011 - October 2012
Merrill Lynch August 2011 - 2012
Altamira Fine Art and Mountain Trails Gallery June 2008 - November 2009
Teton Village Mountain Resort December 2008 - April 2009
Margaret and Christopher Lynch May 2005 - September 2006
Skills
Investments, Insurance, Banking, Customer Service, Series 7, Mutual Funds, Retirement Planning, Entrepreneurship, Equities, Financial Services, Asset Allocation, Investment Strategies, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Team Leadership, Private Equity, Marketing, Public Speaking, Management, 401k, Long-term Care, Risk Management, Life Insurance, Sales, Coaching, Microsoft Excel, Series 63, Separately Managed..., Financial Analysis, Asset Management, Client Relations Skills
Education
Christie's Education 2006 — 2007
European Art History
Gettysburg College
Bachelor of Arts, English. Secondary; Biology
Lancaster University
St. Timothy's!
University of Glasgow, Christie's Education
Graduate Diploma, European Art History and Connoisseurship
Morgan Stanley November 2013 - Present
PNC Investments September 2012 - November 2013
Jan I. Berlage April 2011 - October 2012
Merrill Lynch August 2011 - 2012
Altamira Fine Art and Mountain Trails Gallery June 2008 - November 2009
Teton Village Mountain Resort December 2008 - April 2009
Margaret and Christopher Lynch May 2005 - September 2006
Skills
Investments, Insurance, Banking, Customer Service, Series 7, Mutual Funds, Retirement Planning, Entrepreneurship, Equities, Financial Services, Asset Allocation, Investment Strategies, Microsoft Office, PowerPoint, Outlook, Microsoft Word, Team Leadership, Private Equity, Marketing, Public Speaking, Management, 401k, Long-term Care, Risk Management, Life Insurance, Sales, Coaching, Microsoft Excel, Series 63, Separately Managed..., Financial Analysis, Asset Management, Client Relations Skills
Education
Christie's Education 2006 — 2007
European Art History
Gettysburg College
Bachelor of Arts, English. Secondary; Biology
Lancaster University
St. Timothy's!
University of Glasgow, Christie's Education
Graduate Diploma, European Art History and Connoisseurship
Aksana Piasetskaya Aksana Piasetskaya's Morgan Stanley Experience 2005 - 2006
Job Management Consultant at PwC
Industry Management Consulting
Experience
PwC July 2014 - Present
PwC August 2012 - June 2014
McKesson 2011 - 2011
Wells Fargo Advisors October 2006 - April 2010
Morgan Stanley 2005 - 2006
Skills
Business Analytics, Innovation Management, Project Portfolio..., Business Planning, Venture Capital, Mergers & Acquisitions, Start-ups, Entrepreneurship, Management, Leadership, Financial Services, Acquisition Integration, Banking, IT Strategy, New Business Development, Financial Analysis, Analytics, Business Strategy, Financial Modeling, Strategy
Education
UCLA Anderson School of Management 2010 — 2012
MBA
Georgia State University - J. Mack Robinson College of Business 2003 — 2005
Business Administration
Belarusian State Technological University 1996 — 2000
PwC July 2014 - Present
PwC August 2012 - June 2014
McKesson 2011 - 2011
Wells Fargo Advisors October 2006 - April 2010
Morgan Stanley 2005 - 2006
Skills
Business Analytics, Innovation Management, Project Portfolio..., Business Planning, Venture Capital, Mergers & Acquisitions, Start-ups, Entrepreneurship, Management, Leadership, Financial Services, Acquisition Integration, Banking, IT Strategy, New Business Development, Financial Analysis, Analytics, Business Strategy, Financial Modeling, Strategy
Education
UCLA Anderson School of Management 2010 — 2012
MBA
Georgia State University - J. Mack Robinson College of Business 2003 — 2005
Business Administration
Belarusian State Technological University 1996 — 2000
Cameron Bennett Cameron Bennett's Morgan Stanley Experience October 2013 - Present
Job
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Broadridge Financial Solutions February 2012 - September 2013
Sales-Fax News February 2009 - February 2012
Ad-Fax Media Marketing, Inc. November 2008 - February 2012
Sales-Fax News June 2008 - February 2012
Oppenheimer & Co. May 2007 - September 2007
Skills
Digital Media, Digital Marketing, Salesforce.com, Microsoft Excel, Marketing Automation, Visio, Agile Project Management, QuickBase, Eloqua, Basecamp, HTML, SnagIt, Dreamweaver, Project Management, Google Docs, Salesforce.com..., Strategic Partnerships, Google Analytics, Customer Acquisition, Marketing
Education
New York University 2012 — 2013
Certificate in Digital Media Marketing
New York University 2011 — 2013
Certificate in Project Management
Gettysburg College 2002 — 2006
BA, Business Economics
Millbrook School 1998 — 2002
Morgan Stanley October 2013 - Present
Broadridge Financial Solutions February 2012 - September 2013
Sales-Fax News February 2009 - February 2012
Ad-Fax Media Marketing, Inc. November 2008 - February 2012
Sales-Fax News June 2008 - February 2012
Oppenheimer & Co. May 2007 - September 2007
Skills
Digital Media, Digital Marketing, Salesforce.com, Microsoft Excel, Marketing Automation, Visio, Agile Project Management, QuickBase, Eloqua, Basecamp, HTML, SnagIt, Dreamweaver, Project Management, Google Docs, Salesforce.com..., Strategic Partnerships, Google Analytics, Customer Acquisition, Marketing
Education
New York University 2012 — 2013
Certificate in Digital Media Marketing
New York University 2011 — 2013
Certificate in Project Management
Gettysburg College 2002 — 2006
BA, Business Economics
Millbrook School 1998 — 2002
Michael Langley, MS, CPHIMS, CPHIT Michael Langley, MS, CPHIMS, CPHIT's Morgan Stanley Experience 2002 - 2005
Job Manager, Service Delivery McKesson Corporation
Industry Information Technology and Services
Experience
McKesson 2011 - Present
Georgia State University 2010 - 2011
JPMorgan 2005 - 2009
Morgan Stanley 2002 - 2005
Hewlett-Packard 1999 - 2002
Hewlett-Packard 1998 - 1999
Hewlett-Packard 1996 - 1998
Education
Georgia State University - J. Mack Robinson College of Business
Executive Master of Science (MS), Information Systems - Health Informatics
Georgia State University - J. Mack Robinson College of Business
Master of Science (MS), Health Care Administration/Management
Georgia State University - J. Mack Robinson College of Business
Master of Science (MS), Finance/Financial Planning
North Carolina State University
Bachelor of Science (BS), Computer Science/Software Engineering
McKesson 2011 - Present
Georgia State University 2010 - 2011
JPMorgan 2005 - 2009
Morgan Stanley 2002 - 2005
Hewlett-Packard 1999 - 2002
Hewlett-Packard 1998 - 1999
Hewlett-Packard 1996 - 1998
Education
Georgia State University - J. Mack Robinson College of Business
Executive Master of Science (MS), Information Systems - Health Informatics
Georgia State University - J. Mack Robinson College of Business
Master of Science (MS), Health Care Administration/Management
Georgia State University - J. Mack Robinson College of Business
Master of Science (MS), Finance/Financial Planning
North Carolina State University
Bachelor of Science (BS), Computer Science/Software Engineering
Benjamin Engleman Benjamin Engleman's Morgan Stanley Experience June 2013 - December 2014
Job Financial Analyst at Wells Fargo Energy Group
Industry Banking
Experience
Wells Fargo January 2015 - Present
Morgan Stanley June 2013 - December 2014
Energetics January 2012 - May 2013
Fuel Cell and Hydrogen Energy Association August 2011 - January 2012
Congressional Sportsmen's Foundation June 2010 - August 2010
Gettysburg College Economics Department December 2009 - May 2010
FDA June 2007 - August 2007
Skills
Economics, Research, Policy, Analysis, Energy, Data Analysis, Project Management, Proposal Writing, Program Management, Sustainability, Microsoft Excel, Management, Social Media, Energy Policy, Renewable Energy
Education
Gettysburg College 2007 — 2011
BA, Economics
Wootton High School 2004 — 2007
Wells Fargo January 2015 - Present
Morgan Stanley June 2013 - December 2014
Energetics January 2012 - May 2013
Fuel Cell and Hydrogen Energy Association August 2011 - January 2012
Congressional Sportsmen's Foundation June 2010 - August 2010
Gettysburg College Economics Department December 2009 - May 2010
FDA June 2007 - August 2007
Skills
Economics, Research, Policy, Analysis, Energy, Data Analysis, Project Management, Proposal Writing, Program Management, Sustainability, Microsoft Excel, Management, Social Media, Energy Policy, Renewable Energy
Education
Gettysburg College 2007 — 2011
BA, Economics
Wootton High School 2004 — 2007
Doug Raney Doug Raney's Morgan Stanley Experience September 2013 - Present
Job Investment Analyst at Morgan Stanley PWM, MBA
Industry Investment Management
Experience
Morgan Stanley September 2013 - Present
B2W Software January 2009 - May 2011
Northwestern Mutual Financial Network May 2008 - December 2008
Skills
New Business Development, Private Equity, Investment Strategies, Stock Management, Sales, Financial Modeling, Wealth Management, Hedge Funds, Derivatives, Investment Banking, Marketing, Customer Satisfaction, Sales Operations, Corporate Finance, Forecasting, Lead Generation, Account Management, Poker, Sales Management, B2B, Competitive Analysis, Project Management, CRM, Start-ups, Product Management, Market Research, SaaS, Sales Process, Direct Sales, Solution Selling
Education
The University of Georgia 2004 — 2008
Bachelor of Business Administration (B.B.A.), Economics
Georgia State University 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Morgan Stanley September 2013 - Present
B2W Software January 2009 - May 2011
Northwestern Mutual Financial Network May 2008 - December 2008
Skills
New Business Development, Private Equity, Investment Strategies, Stock Management, Sales, Financial Modeling, Wealth Management, Hedge Funds, Derivatives, Investment Banking, Marketing, Customer Satisfaction, Sales Operations, Corporate Finance, Forecasting, Lead Generation, Account Management, Poker, Sales Management, B2B, Competitive Analysis, Project Management, CRM, Start-ups, Product Management, Market Research, SaaS, Sales Process, Direct Sales, Solution Selling
Education
The University of Georgia 2004 — 2008
Bachelor of Business Administration (B.B.A.), Economics
Georgia State University 2012 — 2014
Master of Business Administration (M.B.A.), Finance
Dennis Bramblett Dennis Bramblett's Morgan Stanley Experience 1973 - 2001
Job RETIRED
Industry Financial Services
Experience
Morgan Stanley 1973 - 2001
Skills
Microsoft Office, Sellers, Customer Service, Sales, Management, Marketing
Education
Georgia Institute of Technology 1967 — 1971
Bachelor’s Degree, Mechanical Engineering
Morgan Stanley 1973 - 2001
Skills
Microsoft Office, Sellers, Customer Service, Sales, Management, Marketing
Education
Georgia Institute of Technology 1967 — 1971
Bachelor’s Degree, Mechanical Engineering
C. Michael Luck, CFP® C. Michael Luck, CFP®'s Morgan Stanley Experience May 1998 - July 2005
Job
Industry Financial Services
Experience
RBC Wealth Management March 2009 - Present
Ferris Baker Watts, Inc. July 2005 - March 2009
Morgan Stanley May 1998 - July 2005
Education
The American College 2001 — 2004
CFP®
Gettysburg College 1986 — 1990
Bachelor's Degree
RBC Wealth Management March 2009 - Present
Ferris Baker Watts, Inc. July 2005 - March 2009
Morgan Stanley May 1998 - July 2005
Education
The American College 2001 — 2004
CFP®
Gettysburg College 1986 — 1990
Bachelor's Degree
Zimazile Khumalo Zimazile Khumalo's Morgan Stanley Experience January 2015 - Present
Job Client Service Associate
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
First And Citizens Bank August 2014 - November 2014
Merrill Lynch August 2012 - July 2014
E*TRADE Financial October 2011 - May 2012
Skills
Finance, Sales, Series 7, Mutual Funds, Marketing, Customer Service, Microsoft Excel, Banking, Series 63, Financial Analysis
Education
Georgia State University 2008 — 2010
BBA, Finance, Marketing
Berkmar High School
university of georgia
Morgan Stanley January 2015 - Present
First And Citizens Bank August 2014 - November 2014
Merrill Lynch August 2012 - July 2014
E*TRADE Financial October 2011 - May 2012
Skills
Finance, Sales, Series 7, Mutual Funds, Marketing, Customer Service, Microsoft Excel, Banking, Series 63, Financial Analysis
Education
Georgia State University 2008 — 2010
BBA, Finance, Marketing
Berkmar High School
university of georgia
Mark Spiegel Mark Spiegel's Morgan Stanley Experience March 1984 - February 2009
Job WEALTH ADVISOR Senior Vice President at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management April 2009 - Present
CONEXX April 1992 - Present
Morgan Stanley March 1984 - February 2009
Parsons Corporation November 1977 - December 1983
Education
Georgia State University 1981 — 1983
MBA
The University of Georgia 1972 — 1976
BS, Environmental Sciences
UBS Global Asset Management April 2009 - Present
CONEXX April 1992 - Present
Morgan Stanley March 1984 - February 2009
Parsons Corporation November 1977 - December 1983
Education
Georgia State University 1981 — 1983
MBA
The University of Georgia 1972 — 1976
BS, Environmental Sciences
Paul D. Andrews Paul D. Andrews's Morgan Stanley Experience September 2001 - January 2009
Job Financial Advisor, Senior Vice President, who specializes in Wealth Management protection strategies
Industry Financial Services
Experience
UBS January 2009 - Present
Morgan Stanley September 2001 - January 2009
Morgan Stanley May 2000 - August 2000
Morgan Stanley May 1996 - August 1999
Skills
Investments, Finance, Wealth Management, Strategic Planning, Equities, Financial Analysis, Portfolio Management
Education
Gettysburg College 1996 — 2001
Bacehlor of Arts, Business Management
UBS January 2009 - Present
Morgan Stanley September 2001 - January 2009
Morgan Stanley May 2000 - August 2000
Morgan Stanley May 1996 - August 1999
Skills
Investments, Finance, Wealth Management, Strategic Planning, Equities, Financial Analysis, Portfolio Management
Education
Gettysburg College 1996 — 2001
Bacehlor of Arts, Business Management
Matthew Bond's Morgan Stanley Experience October 2014 - Present
Job Client Service Associate at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley October 2014 - Present
Acorn Management Partners LLC. January 2014 - September 2014
Skills
Equities, Asset Management, Investments, New Business Development, Portfolio Management, Capital Markets, Customer Service, Management, Microsoft Office, Public Speaking, Business Strategy, Financial Analysis, Microsoft Excel, Microsoft Word, Sales, PowerPoint
Education
Georgia State University
Economics
Morgan Stanley October 2014 - Present
Acorn Management Partners LLC. January 2014 - September 2014
Skills
Equities, Asset Management, Investments, New Business Development, Portfolio Management, Capital Markets, Customer Service, Management, Microsoft Office, Public Speaking, Business Strategy, Financial Analysis, Microsoft Excel, Microsoft Word, Sales, PowerPoint
Education
Georgia State University
Economics
Chelsea Walters's Morgan Stanley Experience October 2014 - Present
Job Compliance Registration Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
NewDay Financial March 2012 - July 2014
OLEDIX Technologies, LLC September 2011 - January 2012
Financial Industry Regulatory Authority July 2010 - August 2011
Skills
Event Planning, Event Management, Marketing, Customer Service, Social Media, Business Development, Training, Sales, Advertising, Start-ups, Team Building
Education
University of Maryland College Park 2008 — 2010
Bachelors, American Studies, Communications
Georgia Southern University 2006 — 2008
Marketing
Morgan Stanley October 2014 - Present
NewDay Financial March 2012 - July 2014
OLEDIX Technologies, LLC September 2011 - January 2012
Financial Industry Regulatory Authority July 2010 - August 2011
Skills
Event Planning, Event Management, Marketing, Customer Service, Social Media, Business Development, Training, Sales, Advertising, Start-ups, Team Building
Education
University of Maryland College Park 2008 — 2010
Bachelors, American Studies, Communications
Georgia Southern University 2006 — 2008
Marketing
Jessica Varga's Morgan Stanley Experience November 2006 - Present
Job Sr. Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2006 - Present
Skills
Financial Transactions, Superior Client Service, Multilingual, Multicultural, High Net Worth..., Project Management
Education
Georgia State University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Europaisch-Ungarisches Gymnasuim 2001 — 2004
Morgan Stanley November 2006 - Present
Skills
Financial Transactions, Superior Client Service, Multilingual, Multicultural, High Net Worth..., Project Management
Education
Georgia State University 2009 — 2014
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics
Europaisch-Ungarisches Gymnasuim 2001 — 2004
Joseph Nordmark's Morgan Stanley Experience September 2001 - January 2003
Job Senior Director, Institutional Client Services at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2014 - Present
TIAA-CREF January 2012 - March 2014
TIAA-CREF January 2007 - January 2012
TIAA-CREF January 2003 - January 2007
Morgan Stanley September 2001 - January 2003
Skills
Series 7, Mutual Funds, Series 63, Relationship Management, Asset Allocation, Retirement Plan..., Financial Services, Management, 401k, Investments, Series 24, Retirement, Strategic Financial..., Business Analysis, Pensions, Retirement Planning
Education
Georgia State University 1997 — 2001
BBA, Finance
St. Pius X Catholic High School
TIAA-CREF April 2014 - Present
TIAA-CREF January 2012 - March 2014
TIAA-CREF January 2007 - January 2012
TIAA-CREF January 2003 - January 2007
Morgan Stanley September 2001 - January 2003
Skills
Series 7, Mutual Funds, Series 63, Relationship Management, Asset Allocation, Retirement Plan..., Financial Services, Management, 401k, Investments, Series 24, Retirement, Strategic Financial..., Business Analysis, Pensions, Retirement Planning
Education
Georgia State University 1997 — 2001
BBA, Finance
St. Pius X Catholic High School
David H. Graham David H. Graham's Morgan Stanley Experience April 2005 - May 2008
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2008 - Present
Morgan Stanley April 2005 - May 2008
Education
Gettysburg College 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
Bank of America Merrill Lynch May 2008 - Present
Morgan Stanley April 2005 - May 2008
Education
Gettysburg College 1999 — 2003
Bachelor of Arts (B.A.), Business Administration and Management, General
Alyssa Donaldson Alyssa Donaldson's Morgan Stanley Experience March 2004 - August 2014
Job Director of Client Services at Dogwood Wealth Advisors
Industry Financial Services
Experience
Dogwood Wealth Advisors August 2014 - Present
Morgan Stanley March 2004 - August 2014
Education
Georgia State University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
Dogwood Wealth Advisors August 2014 - Present
Morgan Stanley March 2004 - August 2014
Education
Georgia State University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
Michael Courts Michael Courts's Morgan Stanley Experience 2007 - 2008
Job Financial Services Representative at MetLife
Industry Financial Services
Experience
North Coast Financial Group, an Office of MetLife August 2011 - Present
Northwestern Mutual Financial Network July 2009 - August 2011
Morgan Stanley 2007 - 2008
Morgan Stanley 2005 - 2008
Morgan Stanley 2000 - 2007
Morgan Stanley 1996 - 2000
Education
Hofstra University 2001 — 2002
Certificate Degree, Computer Science
Gettysburg College 1985 — 1989
BA, Economics
North Coast Financial Group, an Office of MetLife August 2011 - Present
Northwestern Mutual Financial Network July 2009 - August 2011
Morgan Stanley 2007 - 2008
Morgan Stanley 2005 - 2008
Morgan Stanley 2000 - 2007
Morgan Stanley 1996 - 2000
Education
Hofstra University 2001 — 2002
Certificate Degree, Computer Science
Gettysburg College 1985 — 1989
BA, Economics
Tara Kilton Tara Kilton's Morgan Stanley Experience 2000 - 2002
Job Corporate Commercial Sweeping, Inc.
Industry Commercial Real Estate
Experience
Corporate Commercial Sweeping, Inc. April 2010 - Present
Bank of America June 2008 - April 2010
CTX Mortgage October 2005 - May 2008
DHI Mortgage September 2004 - October 2005
Texas Residential Mortgage LLC 2001 - 2003
Morgan Stanley 2000 - 2002
Skills
Mortgage Banking, Sales, Refinance, Mortgage Lending, Finance, USDA, Customer Satisfaction, Customer Service, FHA, Loans, Real Estate, Competitive Analysis, Customer Retention, Referrals, Credit, Commercial Real Estate, Selling, Negotiation, Residential Homes, Loan Origination, Real Estate Financing, Small Business, Investment Properties, Residential Mortgages, Real Estate Transactions, First Time Home Buyers, REO
Education
Purdue University 1991 — 1995
Biology
Barrington Highschool
Georgia State University
Bachelors of Science, Psychology
Corporate Commercial Sweeping, Inc. April 2010 - Present
Bank of America June 2008 - April 2010
CTX Mortgage October 2005 - May 2008
DHI Mortgage September 2004 - October 2005
Texas Residential Mortgage LLC 2001 - 2003
Morgan Stanley 2000 - 2002
Skills
Mortgage Banking, Sales, Refinance, Mortgage Lending, Finance, USDA, Customer Satisfaction, Customer Service, FHA, Loans, Real Estate, Competitive Analysis, Customer Retention, Referrals, Credit, Commercial Real Estate, Selling, Negotiation, Residential Homes, Loan Origination, Real Estate Financing, Small Business, Investment Properties, Residential Mortgages, Real Estate Transactions, First Time Home Buyers, REO
Education
Purdue University 1991 — 1995
Biology
Barrington Highschool
Georgia State University
Bachelors of Science, Psychology
Blaine Hess, CFP® Blaine Hess, CFP®'s Morgan Stanley Experience May 2002 - October 2004
Job Managing Partner
Industry Financial Services
Experience
Hess Segal Group, LLC April 2009 - Present
The Meyers Group, Inc October 2004 - April 2009
Morgan Stanley May 2002 - October 2004
Smith Barney / Robinson Humphrey January 1994 - May 2002
Skills
Portfolio Management, Series 7, Wealth Management, Alternative Investments, Investments, Series 63, Asset Allocation, Retirement Planning, Investment Management, Securities, Investment Strategies, Series 24, Separately Managed..., Asset Management, Tactical Asset..., Fixed Income, ETFs, Investment Advisory, Estate Planning, Financial Services, Strategic Financial...
Education
Georgia State University 1992 — 1995
BBA, Economics
Hess Segal Group, LLC April 2009 - Present
The Meyers Group, Inc October 2004 - April 2009
Morgan Stanley May 2002 - October 2004
Smith Barney / Robinson Humphrey January 1994 - May 2002
Skills
Portfolio Management, Series 7, Wealth Management, Alternative Investments, Investments, Series 63, Asset Allocation, Retirement Planning, Investment Management, Securities, Investment Strategies, Series 24, Separately Managed..., Asset Management, Tactical Asset..., Fixed Income, ETFs, Investment Advisory, Estate Planning, Financial Services, Strategic Financial...
Education
Georgia State University 1992 — 1995
BBA, Economics
Neepa Patel's Morgan Stanley Experience May 2011 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2011 - Present
US Dept. Of Treasury, OCC January 2005 - May 2011
Education
Georgia Institute of Technology 2001 — 2004
Management, Finance and Accounting
Morgan Stanley May 2011 - Present
US Dept. Of Treasury, OCC January 2005 - May 2011
Education
Georgia Institute of Technology 2001 — 2004
Management, Finance and Accounting
Andrew Wyman Andrew Wyman's Morgan Stanley Experience December 1998 - November 2005
Job Branch Manager, Senior Vice President Investments at Source Capital Group
Industry Financial Services
Experience
Source Capital Group June 2012 - Present
Morristown Capital Associates June 2012 - Present
Gilford Securities November 2005 - July 2012
Morgan Stanley December 1998 - November 2005
Bloomberg August 1997 - December 1998
Skills
Investments, Options, Financial Risk, Finance, Insurance, Series 7, Bonds, Mutual Funds
Education
Gettysburg College 1993 — 1997
Bachelor's Degree, Management
Wardlaw Hartridge 1989 — 1993
High School
Source Capital Group June 2012 - Present
Morristown Capital Associates June 2012 - Present
Gilford Securities November 2005 - July 2012
Morgan Stanley December 1998 - November 2005
Bloomberg August 1997 - December 1998
Skills
Investments, Options, Financial Risk, Finance, Insurance, Series 7, Bonds, Mutual Funds
Education
Gettysburg College 1993 — 1997
Bachelor's Degree, Management
Wardlaw Hartridge 1989 — 1993
High School
Len Bravo's Morgan Stanley Experience 1996 - 1999
Job Real Estate Asset Management, Acquisitions and Development Executive
Industry Real Estate
Experience
Bravo Consulting 2009 - Present
HavenBrook Partners 2014 - November 2014
Colony American Homes 2013 - August 2014
KBS Realty January 2008 - July 2009
Starwood Capital Group 2002 - 2007
Starwood Capital Group 2002 - 2002
Starwood Capital Group 1999 - 2001
Morgan Stanley 1996 - 1999
Skills
Asset Management, Due Diligence, Deal Analysis, Dispositions, Real Estate Investment, Leasing, Asset Managment, Disposition, Investment Properties, Real Estate, Analysis, Acquisitions, Valuation, Mergers & Acquisitions, Real Estate Development, Financial Modeling, Property Management, Leases, Real Estate Economics, Team Building, Commercial Leasing, Team Leadership, Investments, Financial Structuring, Private Equity, Negotiation, Portfolio Management, Investors, Real Estate Transactions, Residential Homes, Real Estate Financing
Education
Georgia State University 2000 — 2002
Business Administration and Management, General
Long Island University 1991 — 1995
B.S, Accounting
State University of New York College at Oswego 1988 — 1990
Accounting
Bravo Consulting 2009 - Present
HavenBrook Partners 2014 - November 2014
Colony American Homes 2013 - August 2014
KBS Realty January 2008 - July 2009
Starwood Capital Group 2002 - 2007
Starwood Capital Group 2002 - 2002
Starwood Capital Group 1999 - 2001
Morgan Stanley 1996 - 1999
Skills
Asset Management, Due Diligence, Deal Analysis, Dispositions, Real Estate Investment, Leasing, Asset Managment, Disposition, Investment Properties, Real Estate, Analysis, Acquisitions, Valuation, Mergers & Acquisitions, Real Estate Development, Financial Modeling, Property Management, Leases, Real Estate Economics, Team Building, Commercial Leasing, Team Leadership, Investments, Financial Structuring, Private Equity, Negotiation, Portfolio Management, Investors, Real Estate Transactions, Residential Homes, Real Estate Financing
Education
Georgia State University 2000 — 2002
Business Administration and Management, General
Long Island University 1991 — 1995
B.S, Accounting
State University of New York College at Oswego 1988 — 1990
Accounting
Sarah Riaz's Morgan Stanley Experience May 2008 - June 2010
Job Sr. Business Analyst at Cox Communications
Industry Information Technology and Services
Experience
Cox Communications November 2014 - Present
Hewlett-Packard July 2010 - November 2014
Morgan Stanley May 2008 - June 2010
Best Buy March 2007 - April 2008
Skills
Business Analysis, ITIL, IT Service Management, Pre-sales, Requirements Analysis, IT Strategy, Integration, Virtualization, Business Intelligence, Software Project..., Program Management, Data Center, Enterprise Software, SQL, SDLC
Education
Georgia State University 2007 — 2009
Georgia Perimeter College 2005 — 2007
Cox Communications November 2014 - Present
Hewlett-Packard July 2010 - November 2014
Morgan Stanley May 2008 - June 2010
Best Buy March 2007 - April 2008
Skills
Business Analysis, ITIL, IT Service Management, Pre-sales, Requirements Analysis, IT Strategy, Integration, Virtualization, Business Intelligence, Software Project..., Program Management, Data Center, Enterprise Software, SQL, SDLC
Education
Georgia State University 2007 — 2009
Georgia Perimeter College 2005 — 2007
Laura Telaku Bray's Morgan Stanley Experience 2013 — 2015
Job Managing Director at Promontory Financial Group, LLC
Industry Banking
Experience
Promontory Financial Group, LLC 2015 — Present
Morgan Stanley 2013 — 2015
Morgan Stanley 2011 — 2013
Morgan Stanley 2009 — 2011
Accenture 2004 — 2009
Skills
Management Consulting, Business Analysis, Valuation, Financial Modeling, Operating Models, Cost Reduction..., Equities, Fixed Income, Program Management, Strategic Planning, Structured Finance, Business Transformation, Product Management, Electronic Trading, Corporate Communications, Change Management, Strategy, Stakeholder Management, Project Portfolio..., Analysis, Business Process Design, SDLC, Business Development, Leadership, Entrepreneurship, Management, CRM, Consulting
Education
Georgia Institute of Technology ... — 2004
BSE, Electrical Engineering
Promontory Financial Group, LLC 2015 — Present
Morgan Stanley 2013 — 2015
Morgan Stanley 2011 — 2013
Morgan Stanley 2009 — 2011
Accenture 2004 — 2009
Skills
Management Consulting, Business Analysis, Valuation, Financial Modeling, Operating Models, Cost Reduction..., Equities, Fixed Income, Program Management, Strategic Planning, Structured Finance, Business Transformation, Product Management, Electronic Trading, Corporate Communications, Change Management, Strategy, Stakeholder Management, Project Portfolio..., Analysis, Business Process Design, SDLC, Business Development, Leadership, Entrepreneurship, Management, CRM, Consulting
Education
Georgia Institute of Technology ... — 2004
BSE, Electrical Engineering
Jay Tramonte's Morgan Stanley Experience 2000 - 2002
Job Entrepreneur, Innovator, Strategic Planner, Marketer, Financier
Industry Venture Capital & Private Equity
Experience
Maven Brands, LLC - SAVíDA SANGRíA January 2008 - February 2015
Excelsior Imports, LLC - Água Luca 2004 - 2007
JP Morgan 2002 - 2004
Morgan Stanley 2000 - 2002
B2Bfast.com 2000 - 2000
Valuemetrics Inc 1999 - 1999
IBM January 1997 - December 1998
Skills
Start-ups, Strategy, Investments, Corporate Finance, Product Innovation, Marketing Strategy, Investment Banking, Marketing, Sales, Entrepreneurship, Wine, New Business Development, Food & Beverage, Business Strategy, Hedge Funds, Executive Management, Management, Business Planning
Education
Georgia Institute of Technology 1996 — 2000
Bachelor of Science (B.S.) in Management, Certificate in Finance, summa cum laude
St. Pius X Catholic High School
Maven Brands, LLC - SAVíDA SANGRíA January 2008 - February 2015
Excelsior Imports, LLC - Água Luca 2004 - 2007
JP Morgan 2002 - 2004
Morgan Stanley 2000 - 2002
B2Bfast.com 2000 - 2000
Valuemetrics Inc 1999 - 1999
IBM January 1997 - December 1998
Skills
Start-ups, Strategy, Investments, Corporate Finance, Product Innovation, Marketing Strategy, Investment Banking, Marketing, Sales, Entrepreneurship, Wine, New Business Development, Food & Beverage, Business Strategy, Hedge Funds, Executive Management, Management, Business Planning
Education
Georgia Institute of Technology 1996 — 2000
Bachelor of Science (B.S.) in Management, Certificate in Finance, summa cum laude
St. Pius X Catholic High School
Frederick Beck III's Morgan Stanley Experience January 2012 - Present
Job Divisional Director Morgan Stanley Alternative Investments Group
Industry Financial Services
Experience
Morgan Stanley January 2012 - Present
Morgan Stanley June 2004 - December 2011
Smith Barney Citigroup June 2002 - June 2004
U.S. Senate Office – Senator Alfonse D’Amato May 1996 - August 1996
Skills
Alternative Investments, Hedge Funds, Private Equity, Managed Futures, Real Estate, Asset Allocation, Asset Management, Capital Markets, Equities, Finance, Financial Services, Fixed Income, Fundraising, Investment Management, Investment Strategies, Investments, Management, Wealth Management
Education
Gettysburg College 1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General
Salisbury School 1995 — 1997
High School
Morgan Stanley January 2012 - Present
Morgan Stanley June 2004 - December 2011
Smith Barney Citigroup June 2002 - June 2004
U.S. Senate Office – Senator Alfonse D’Amato May 1996 - August 1996
Skills
Alternative Investments, Hedge Funds, Private Equity, Managed Futures, Real Estate, Asset Allocation, Asset Management, Capital Markets, Equities, Finance, Financial Services, Fixed Income, Fundraising, Investment Management, Investment Strategies, Investments, Management, Wealth Management
Education
Gettysburg College 1998 — 2002
Bachelor of Arts (B.A.), Business Administration and Management, General
Salisbury School 1995 — 1997
High School
Paul Panaro's Morgan Stanley Experience October 2005 - April 2010
Job Quant/Programmer at Barclays
Industry Financial Services
Experience
Barclays Capital April 2010 - Present
Morgan Stanley October 2005 - April 2010
JPMorgan Chase September 2002 - October 2005
voicemate.com September 2000 - May 2002
nerve.com September 1999 - July 2000
Sarnoff Corp April 1994 - January 1999
Skills
Derivatives, Interest Rate..., Credit Derivatives, Fixed Income, Trading Systems, Multithreading, C++, Unix
Education
New York University - Leonard N. Stern School of Business 2004 — 2009
MBA, MBA
Georgia Institute of Technology 1992 — 1994
MS, Electrical Eningeering
Georgia Institute of Technology 1991 — 1992
MS, Computer Science
Rutgers University-New Brunswick 1986 — 1991
BS, Electrical Eningeering
Rutgers University-New Brunswick 1986 — 1991
BA, Computer Science
Barclays Capital April 2010 - Present
Morgan Stanley October 2005 - April 2010
JPMorgan Chase September 2002 - October 2005
voicemate.com September 2000 - May 2002
nerve.com September 1999 - July 2000
Sarnoff Corp April 1994 - January 1999
Skills
Derivatives, Interest Rate..., Credit Derivatives, Fixed Income, Trading Systems, Multithreading, C++, Unix
Education
New York University - Leonard N. Stern School of Business 2004 — 2009
MBA, MBA
Georgia Institute of Technology 1992 — 1994
MS, Electrical Eningeering
Georgia Institute of Technology 1991 — 1992
MS, Computer Science
Rutgers University-New Brunswick 1986 — 1991
BS, Electrical Eningeering
Rutgers University-New Brunswick 1986 — 1991
BA, Computer Science
Krista McEvoy, SPHR's Morgan Stanley Experience January 1998 - January 1999
Job Human Resource Manager at Manheim New Jersey
Industry Wholesale
Experience
Manheim New Jersey January 2006 - Present
Manheim New Jersey September 2002 - December 2004
Accounting Principals January 2000 - August 2002
Accounting Principals January 1999 - January 2000
Morgan, Stanley January 1998 - January 1999
Enterprise Leasing Company January 1996 - January 1998
Enterprise Rent-A-Car January 1995 - January 1996
Skills
Onboarding, Employee Relations, Applicant Tracking..., Recruiting, Talent Management, HRIS, Performance Management, Talent Acquisition, Human Resources, Succession Planning, Temporary Placement, Internet Recruiting
Education
Gettysburg College 1991 — 1995
Bachelor of Arts, Management/Accounting
Manheim New Jersey January 2006 - Present
Manheim New Jersey September 2002 - December 2004
Accounting Principals January 2000 - August 2002
Accounting Principals January 1999 - January 2000
Morgan, Stanley January 1998 - January 1999
Enterprise Leasing Company January 1996 - January 1998
Enterprise Rent-A-Car January 1995 - January 1996
Skills
Onboarding, Employee Relations, Applicant Tracking..., Recruiting, Talent Management, HRIS, Performance Management, Talent Acquisition, Human Resources, Succession Planning, Temporary Placement, Internet Recruiting
Education
Gettysburg College 1991 — 1995
Bachelor of Arts, Management/Accounting
Julie Irving's Morgan Stanley Experience February 2011 - January 2012
Job Compensation Manager at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley February 2011 - January 2012
Morgan Stanley March 2008 - February 2011
Compensation Resources, Inc. June 2007 - March 2008
SoundBoard May 2005 - January 2007
Education
Gettysburg College 2003 — 2007
BA, Management, Spanish
Morgan Stanley February 2011 - January 2012
Morgan Stanley March 2008 - February 2011
Compensation Resources, Inc. June 2007 - March 2008
SoundBoard May 2005 - January 2007
Education
Gettysburg College 2003 — 2007
BA, Management, Spanish
Kristin McGettigan's Morgan Stanley Experience June 1999 - August 1999
Job Analyst
Industry Financial Services
Experience
Sterling Trustees September 2008 - February 2012
Old Mutual March 2004 - September 2008
Business Plan December 2003 - March 2004
ING DIRECT May 2002 - April 2003
REUTERS July 2000 - September 2001
ARCM December 1999 - January 2000
Morgan Stanley June 1999 - August 1999
Automotive Protective Systems June 1998 - August 1998
Capital Real Estate Investment Group June 1996 - August 1996
Education
Gettysburg College 1996 — 2000
Bachelor of Arts (B.A.), Economics and Business Management, 3.85
Gettysburg College 1996 — 2000
Bachelor of Arts, Economics and Business Management Economics; Business Management
Kansai Gaidai University 1998 — 1998
Asian Economy
Kansai Gaidai University 1998 — 1998
Sterling Trustees September 2008 - February 2012
Old Mutual March 2004 - September 2008
Business Plan December 2003 - March 2004
ING DIRECT May 2002 - April 2003
REUTERS July 2000 - September 2001
ARCM December 1999 - January 2000
Morgan Stanley June 1999 - August 1999
Automotive Protective Systems June 1998 - August 1998
Capital Real Estate Investment Group June 1996 - August 1996
Education
Gettysburg College 1996 — 2000
Bachelor of Arts (B.A.), Economics and Business Management, 3.85
Gettysburg College 1996 — 2000
Bachelor of Arts, Economics and Business Management Economics; Business Management
Kansai Gaidai University 1998 — 1998
Asian Economy
Kansai Gaidai University 1998 — 1998
Bill Martindale's Morgan Stanley Experience 1969 - 1989
Job Partner at Conestoga Capital Advisors
Industry Financial Services
Experience
Conestoga Capital Advisors June 2001 - Present
Martindale Andres & Co 1989 - 2000
Morgan Stanley 1969 - 1989
Dean Witter Reynolds 1969 - 1989
Education
Gettysburg College 1960 — 1964
Conestoga Capital Advisors June 2001 - Present
Martindale Andres & Co 1989 - 2000
Morgan Stanley 1969 - 1989
Dean Witter Reynolds 1969 - 1989
Education
Gettysburg College 1960 — 1964
Heather Guiendon's Morgan Stanley Experience Client AssociateMorgan Stanley Smith Barney2006 - Present
Job Client Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Client AssociateMorgan Stanley Smith Barney2006 - Present
Education
Georgia Institute of Technology 1999 — 2003
Morgan Stanley Client AssociateMorgan Stanley Smith Barney2006 - Present
Education
Georgia Institute of Technology 1999 — 2003
Barratt Johnson's Morgan Stanley Experience November 2003 - February 2012
Job Managing Director at State Street Bank Alternative Investment Solutions
Industry Real Estate
Experience
State Street Alternative Investment Solutions February 2012 - Present
Morgan Stanley November 2003 - February 2012
Lend Lease Real Estate November 1998 - November 2003
EY June 1996 - November 1998
Skills
Alternative Investments, Private Equity, Asset Management, Hedge Funds, Valuation, Investments, Capital Markets, Fixed Income, Finance, Financial Reporting, Due Diligence, Financial Modeling, Portfolio Management, Equities, Financial Analysis, Corporate Finance, Financial Services
Education
Georgia Institute of Technology 1994 — 1996
Master of Business Administration (M.B.A.)
Saint Andrews College 1987 — 1989
Bachelor's Degree, Finance
Saginaw Valley State University 1985 — 1987
State Street Alternative Investment Solutions February 2012 - Present
Morgan Stanley November 2003 - February 2012
Lend Lease Real Estate November 1998 - November 2003
EY June 1996 - November 1998
Skills
Alternative Investments, Private Equity, Asset Management, Hedge Funds, Valuation, Investments, Capital Markets, Fixed Income, Finance, Financial Reporting, Due Diligence, Financial Modeling, Portfolio Management, Equities, Financial Analysis, Corporate Finance, Financial Services
Education
Georgia Institute of Technology 1994 — 1996
Master of Business Administration (M.B.A.)
Saint Andrews College 1987 — 1989
Bachelor's Degree, Finance
Saginaw Valley State University 1985 — 1987
Robert Svoboda's Morgan Stanley Experience September 2004 - May 2006
Job Student at Georgia State University
Industry Real Estate
Experience
Georgia State University August 2009 - Present
Collared Greens 2008 - 2010
Newmark Knight Frank July 2006 - December 2008
Morgan Stanley September 2004 - May 2006
Education
Hampden-Sydney College 1997 — 2001
Georgia State University - J. Mack Robinson College of Business
MBA, Finance and Real Estate
Georgia State University August 2009 - Present
Collared Greens 2008 - 2010
Newmark Knight Frank July 2006 - December 2008
Morgan Stanley September 2004 - May 2006
Education
Hampden-Sydney College 1997 — 2001
Georgia State University - J. Mack Robinson College of Business
MBA, Finance and Real Estate
Kevin Linde's Morgan Stanley Experience February 2012 - February 2015
Job Vice President, Compensation Manager
Industry Financial Services
Experience
Wells Fargo March 2015 - Present
Morgan Stanley February 2012 - February 2015
Morgan Stanley March 2010 - February 2012
Morgan Stanley September 2008 - March 2010
Merrill Lynch April 2005 - August 2008
JP Morgan Chase 2003 - 2005
Accenture November 2000 - December 2002
Skills
Team Management, Executive Compensation, Compensation, Human Capital Management, Analytics, Deferred Compensation, Financial Services, Incentive Programs, Management Consulting, Business Process..., Human Resources, Financial Modeling, Executive Pay, Management, Leadership, Consulting
Education
Georgia Institute of Technology 1993 — 1998
B.S., Industrial & Systems Engineering
Wells Fargo March 2015 - Present
Morgan Stanley February 2012 - February 2015
Morgan Stanley March 2010 - February 2012
Morgan Stanley September 2008 - March 2010
Merrill Lynch April 2005 - August 2008
JP Morgan Chase 2003 - 2005
Accenture November 2000 - December 2002
Skills
Team Management, Executive Compensation, Compensation, Human Capital Management, Analytics, Deferred Compensation, Financial Services, Incentive Programs, Management Consulting, Business Process..., Human Resources, Financial Modeling, Executive Pay, Management, Leadership, Consulting
Education
Georgia Institute of Technology 1993 — 1998
B.S., Industrial & Systems Engineering
David Cypher's Morgan Stanley Experience November 2008 - October 2012
Job Financial Executive Seeking New Opportunities
Industry Accounting
Experience
Carroll Organization February 2013 - June 2014
Carroll Management Group October 2012 - December 2012
Morgan Stanley November 2008 - October 2012
PricewaterhouseCoopers June 2006 - November 2008
Georgia Southern University 2006 - 2006
Skills
Fund Accounting, US GAAP reporting, Corporate Finance, SEC Financial Reporting, Internal Control..., Financial Analysis, Auditing, Transaction Advisory..., Sarbanes-Oxley Act, Finance, Operating Budgets, GAAP, US GAAP, General Ledger, SEC filings, Due Diligence, Accounting, Budgets, Internal Controls
Education
Georgia Southern University 2002 — 2006
MACC, Accounting
Carroll Organization February 2013 - June 2014
Carroll Management Group October 2012 - December 2012
Morgan Stanley November 2008 - October 2012
PricewaterhouseCoopers June 2006 - November 2008
Georgia Southern University 2006 - 2006
Skills
Fund Accounting, US GAAP reporting, Corporate Finance, SEC Financial Reporting, Internal Control..., Financial Analysis, Auditing, Transaction Advisory..., Sarbanes-Oxley Act, Finance, Operating Budgets, GAAP, US GAAP, General Ledger, SEC filings, Due Diligence, Accounting, Budgets, Internal Controls
Education
Georgia Southern University 2002 — 2006
MACC, Accounting
Emilio Coirini's Morgan Stanley Experience 1994 - 2001
Job Director of Business Development at Virtually Better, Inc.
Industry Marketing and Advertising
Experience
Virtually Better, Inc. March 2004 - Present
Hanover Advisors, LLC February 2001 - March 2004
Morgan Stanley 1994 - 2001
IBM July 1984 - March 1992
Skills
New Business Development
Education
Georgia State University - J. Mack Robinson College of Business 1992 — 1993
MBA, Finance
Wofford College 1980 — 1984
BA, Business Economics
Virtually Better, Inc. March 2004 - Present
Hanover Advisors, LLC February 2001 - March 2004
Morgan Stanley 1994 - 2001
IBM July 1984 - March 1992
Skills
New Business Development
Education
Georgia State University - J. Mack Robinson College of Business 1992 — 1993
MBA, Finance
Wofford College 1980 — 1984
BA, Business Economics
Doug Waldron's Morgan Stanley Experience May 2013 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Morgan Stanley Smith Barney November 2009 - May 2013
Consultant March 2004 - November 2009
TD Waterhouse September 1999 - January 2004
TD Securities April 1997 - September 1999
TD Bank April 1995 - April 1997
TD Bank January 1989 - April 1995
TD Bank November 1987 - January 1989
TD Bank October 1983 - November 1987
Skills
Financial Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Financial Structuring, Sarbanes-Oxley Act, Mergers & Acquisitions, Internal Controls, Investments
Education
Georgia State University - J. Mack Robinson College of Business 1984 — 1987
MPA, Professional Accountancy, 3.26
University of San Diego 1967 — 1971
B.Sc, Accounting & Business Administration, 2.93
Morgan Stanley May 2013 - Present
Morgan Stanley Smith Barney November 2009 - May 2013
Consultant March 2004 - November 2009
TD Waterhouse September 1999 - January 2004
TD Securities April 1997 - September 1999
TD Bank April 1995 - April 1997
TD Bank January 1989 - April 1995
TD Bank November 1987 - January 1989
TD Bank October 1983 - November 1987
Skills
Financial Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Financial Structuring, Sarbanes-Oxley Act, Mergers & Acquisitions, Internal Controls, Investments
Education
Georgia State University - J. Mack Robinson College of Business 1984 — 1987
MPA, Professional Accountancy, 3.26
University of San Diego 1967 — 1971
B.Sc, Accounting & Business Administration, 2.93
Jenna Parker's Morgan Stanley Experience July 2008 - January 2012
Job Director, Financial Planning & Analysis at Post Properties
Industry Real Estate
Experience
Post Properties May 2014 - Present
Post Properties January 2014 - May 2014
Post Properties April 2013 - December 2013
State Street February 2012 - April 2013
Morgan Stanley July 2008 - January 2012
J. Tucker Development Partners, Inc. June 2007 - July 2008
Skills
Investments, Asset Management, Financial Analysis, Investment Banking, Financial Reporting, Real Estate, Database Systems, Finance, Corporate Finance, Financial Statement..., Business Analysis, Hyperion Planning, Essbase, Budget Process, Financial Forecasting, Business Process...
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2007
BBA, Operations Management
Georgia State University - J. Mack Robinson College of Business 2005 — 2007
BBA, Corporate Finance
Post Properties May 2014 - Present
Post Properties January 2014 - May 2014
Post Properties April 2013 - December 2013
State Street February 2012 - April 2013
Morgan Stanley July 2008 - January 2012
J. Tucker Development Partners, Inc. June 2007 - July 2008
Skills
Investments, Asset Management, Financial Analysis, Investment Banking, Financial Reporting, Real Estate, Database Systems, Finance, Corporate Finance, Financial Statement..., Business Analysis, Hyperion Planning, Essbase, Budget Process, Financial Forecasting, Business Process...
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2007
BBA, Operations Management
Georgia State University - J. Mack Robinson College of Business 2005 — 2007
BBA, Corporate Finance
Ken Griffin, MBA's Morgan Stanley Experience October 2000 - October 2002
Job BU Manager, Financial Planning & Analysis at AkzoNobel
Industry Chemicals
Experience
AkzoNobel December 2014 - Present
AkzoNobel September 2012 - December 2014
AkzoNobel Coatings, Inc. May 2011 - September 2012
Akzo Nobel Coatings December 2010 - May 2011
Akzo Nobel September 2009 - December 2010
GreatAmerica Leasing Corp. June 2006 - May 2009
Cherokee Ford October 2002 - June 2006
Morgan Stanley October 2000 - October 2002
Compass Bank February 2000 - October 2000
Skills
Financial Analysis, Portfolio Management, Forecasting, Credit, Hyperion Enterprise, Financial Reporting, Financial Modeling
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
MBA, Finance
University of Alabama 1995 — 1999
BS, Economics
AkzoNobel December 2014 - Present
AkzoNobel September 2012 - December 2014
AkzoNobel Coatings, Inc. May 2011 - September 2012
Akzo Nobel Coatings December 2010 - May 2011
Akzo Nobel September 2009 - December 2010
GreatAmerica Leasing Corp. June 2006 - May 2009
Cherokee Ford October 2002 - June 2006
Morgan Stanley October 2000 - October 2002
Compass Bank February 2000 - October 2000
Skills
Financial Analysis, Portfolio Management, Forecasting, Credit, Hyperion Enterprise, Financial Reporting, Financial Modeling
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2010
MBA, Finance
University of Alabama 1995 — 1999
BS, Economics
Tim Mobley's Morgan Stanley Experience May 2002 - September 2002
Job Vice President, Retail Sales at Southwire Company
Industry Electrical/Electronic Manufacturing
Experience
Southwire Company February 2013 - Present
Southwire Company November 2009 - February 2013
Southwire Company September 2004 - November 2009
Southwire Company April 2003 - September 2004
Southwire Company October 2002 - April 2003
Morgan Stanley May 2002 - September 2002
Education
Georgia Southern University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Southwire Company February 2013 - Present
Southwire Company November 2009 - February 2013
Southwire Company September 2004 - November 2009
Southwire Company April 2003 - September 2004
Southwire Company October 2002 - April 2003
Morgan Stanley May 2002 - September 2002
Education
Georgia Southern University 1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance, General
Bradford Baker's Morgan Stanley Experience January 2009 - Present
Job Assistant Vice President, Financial Planning Specialist, Registered Marketing Associate
Industry Financial Services
Experience
Morgan Stanley January 2009 - Present
Citi Family Office April 2004 - January 2009
PGB Trust & Investments June 2002 - March 2004
Skills
Equities, Financial Planning, Investments
Education
Gettysburg College 1998 — 2001
Business Management
seton hall prep
Morgan Stanley January 2009 - Present
Citi Family Office April 2004 - January 2009
PGB Trust & Investments June 2002 - March 2004
Skills
Equities, Financial Planning, Investments
Education
Gettysburg College 1998 — 2001
Business Management
seton hall prep
Justin Capetola's Morgan Stanley Experience August 2002 - April 2005
Job I help people manage their investments.
Industry Investment Management
Experience
Blue Bell Private Wealth Management April 2005 - Present
Morgan Stanley August 2002 - April 2005
Education
Gettysburg College 1998 — 2002
La Salle College High School 1994 — 1998
High School
Blue Bell Private Wealth Management April 2005 - Present
Morgan Stanley August 2002 - April 2005
Education
Gettysburg College 1998 — 2002
La Salle College High School 1994 — 1998
High School
Bindu Gowda Wong's Morgan Stanley Experience September 2005 - June 2006
Job Strategy & Product Development
Industry Information Technology and Services
Experience
Holy Trinity Swiss Cottage September 2010 - June 2011
CognoLink Limited August 2009 - December 2010
TSYS May 2007 - July 2008
TSYS August 2006 - August 2007
Morgan Stanley September 2005 - June 2006
SEI Investments July 2003 - September 2005
Morgan Stanley June 2000 - May 2003
Skills
Strategy, Product Development
Education
Georgia Institute of Technology 1999 — 2003
BS, Management
Holy Trinity Swiss Cottage September 2010 - June 2011
CognoLink Limited August 2009 - December 2010
TSYS May 2007 - July 2008
TSYS August 2006 - August 2007
Morgan Stanley September 2005 - June 2006
SEI Investments July 2003 - September 2005
Morgan Stanley June 2000 - May 2003
Skills
Strategy, Product Development
Education
Georgia Institute of Technology 1999 — 2003
BS, Management
Harshad Janorkar's Morgan Stanley Experience 2010 - 2014
Job Software Engineer at McAfee Inc
Industry Computer Software
Experience
Morgan Stanley 2010 - 2014
Cigital, Inc 2010 - 2014
McAfee 2008 - 2010
IBM Internet Security Systems June 2008 - August 2008
Zensar July 2005 - May 2007
Skills
Operating Systems, .NET, Python, C, Software Development
Education
Georgia Institute of Technology 2007 — 2008
Pune Institute of Computer Technology 2001 — 2005
Bachelors, Computer Engineering
Muktangan English school
Morgan Stanley 2010 - 2014
Cigital, Inc 2010 - 2014
McAfee 2008 - 2010
IBM Internet Security Systems June 2008 - August 2008
Zensar July 2005 - May 2007
Skills
Operating Systems, .NET, Python, C, Software Development
Education
Georgia Institute of Technology 2007 — 2008
Pune Institute of Computer Technology 2001 — 2005
Bachelors, Computer Engineering
Muktangan English school
Clint Hinds, CFA's Morgan Stanley Experience January 1995 - April 2009
Job Senior Vice President at Bentall Kennedy
Industry Real Estate
Experience
Bentall Kennedy May 2009 - Present
Morgan Stanley January 1995 - April 2009
Skills
Asset Managment, Portfolio Management, Valuation, Medical Office, Real Estate Transactions, Real Estate Financing, Acquisitions, Asset Dispositions, Real Estate Economics, Leases, Corporate Real Estate, Asset Management, Brokerage, Commercial Real Estate
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2001
MBA, Finance
University of Georgia - Terry College of Business 1988 — 1992
Bachelor’s Degree, Accounting
Bentall Kennedy May 2009 - Present
Morgan Stanley January 1995 - April 2009
Skills
Asset Managment, Portfolio Management, Valuation, Medical Office, Real Estate Transactions, Real Estate Financing, Acquisitions, Asset Dispositions, Real Estate Economics, Leases, Corporate Real Estate, Asset Management, Brokerage, Commercial Real Estate
Education
Georgia State University - J. Mack Robinson College of Business 1999 — 2001
MBA, Finance
University of Georgia - Terry College of Business 1988 — 1992
Bachelor’s Degree, Accounting
Angela (Swann) Kelly's Morgan Stanley Experience 2007 - 2008
Job Property Accountant at Post Properties
Industry Real Estate
Experience
Post Properties September 2008 - Present
Morgan Stanley 2007 - 2008
Education
Georgia State University - J. Mack Robinson College of Business
Post Properties September 2008 - Present
Morgan Stanley 2007 - 2008
Education
Georgia State University - J. Mack Robinson College of Business
Ed Heaney's Morgan Stanley Experience 2002 - 2007
Job CLSA Managing Director: Head of Institutional US Equity Sales
Industry Financial Services
Experience
CLSA December 2014 - Present
EverKey Global Partners a subsidiary of Wells Capital Management January 2012 - December 2014
EverKey Global Partners December 2007 - January 2012
Morgan Stanley 2002 - 2007
Morgan Stanley 1996 - 2003
Morgan Stanley 1990 - 1996
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Portfolio Management, Series 7, Investments, Capital Markets, Equity Research, Derivatives, Wealth Management, Securities, Investment Strategies, Private Equity, Mutual Funds, Financial Markets, Valuation, Trading, Fixed Income, Emerging Markets
Education
Gettysburg College 1983 — 1987
BA, Business
CLSA December 2014 - Present
EverKey Global Partners a subsidiary of Wells Capital Management January 2012 - December 2014
EverKey Global Partners December 2007 - January 2012
Morgan Stanley 2002 - 2007
Morgan Stanley 1996 - 2003
Morgan Stanley 1990 - 1996
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Portfolio Management, Series 7, Investments, Capital Markets, Equity Research, Derivatives, Wealth Management, Securities, Investment Strategies, Private Equity, Mutual Funds, Financial Markets, Valuation, Trading, Fixed Income, Emerging Markets
Education
Gettysburg College 1983 — 1987
BA, Business
Donna Ferguson's Morgan Stanley Experience August 2013 - December 2013
Job Financial Services Operations Analyst
Industry Financial Services
Experience
Morgan Stanley August 2013 - December 2013
Guardian Life October 2010 - March 2013
UBS January 2009 - March 2009
Pershing, a BNY Mellon company March 1999 - October 2008
Hudson City Savings Bank December 1982 - February 1999
Skills
Mutual Funds, Management, Analysis, Financial Analysis, Customer Service, Process Improvement, Financial Services, Access, Financial Reporting, Outlook, Finance, Account Reconciliation, Lotus Notes, Back Office, SurPAS, Banking, Equities, Business Analysis, Trading, AWD, MARS, Fixed Income, Microsoft Office
Education
Georgian Court University
MBA, Finance
Georgian Court University
Bachelor of Science (BS), Business Administration
Morgan Stanley August 2013 - December 2013
Guardian Life October 2010 - March 2013
UBS January 2009 - March 2009
Pershing, a BNY Mellon company March 1999 - October 2008
Hudson City Savings Bank December 1982 - February 1999
Skills
Mutual Funds, Management, Analysis, Financial Analysis, Customer Service, Process Improvement, Financial Services, Access, Financial Reporting, Outlook, Finance, Account Reconciliation, Lotus Notes, Back Office, SurPAS, Banking, Equities, Business Analysis, Trading, AWD, MARS, Fixed Income, Microsoft Office
Education
Georgian Court University
MBA, Finance
Georgian Court University
Bachelor of Science (BS), Business Administration
James Guyer's Morgan Stanley Experience August 2013 - Present
Job Capital Markets Ops at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley August 2013 - Present
AT&T June 2012 - August 2013
Northwestern Mutual October 2011 - February 2012
Baltusrol Golf Club May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Oral & Written..., Networking, Outlook, Microsoft Word, Bloomberg, Fixed Income, Capital Markets, Trading, Analysis, Risk Management, Sales, Investments, Finance
Education
Gettysburg College 2007 — 2011
BA, Economics; Business
Oratory Preparatory School 2004 — 2007
Morgan Stanley August 2013 - Present
AT&T June 2012 - August 2013
Northwestern Mutual October 2011 - February 2012
Baltusrol Golf Club May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Oral & Written..., Networking, Outlook, Microsoft Word, Bloomberg, Fixed Income, Capital Markets, Trading, Analysis, Risk Management, Sales, Investments, Finance
Education
Gettysburg College 2007 — 2011
BA, Economics; Business
Oratory Preparatory School 2004 — 2007
Hiram P Williams Jr's Morgan Stanley Experience September 1977 - November 1981
Job Real Estate Investment Banking
Industry Investment Banking
Experience
Albrizzi Williams LLC January 1992 - Present
Millstein & Co. LLC December 2012 - December 2014
Albrizzi Williams LLC January 1992 - November 2012
Harbert Management Corporation January 1988 - December 1991
Goldman Sachs November 1981 - December 1988
Morgan Stanley September 1977 - November 1981
Corporate Property Investors September 1975 - September 1977
Education
Harvard Business School 1973 — 1975
MBA, Finance
Georgia Institute of Technology 1967 — 1971
Bachelor of Science (BS), Business Administration and Management, General
Albrizzi Williams LLC January 1992 - Present
Millstein & Co. LLC December 2012 - December 2014
Albrizzi Williams LLC January 1992 - November 2012
Harbert Management Corporation January 1988 - December 1991
Goldman Sachs November 1981 - December 1988
Morgan Stanley September 1977 - November 1981
Corporate Property Investors September 1975 - September 1977
Education
Harvard Business School 1973 — 1975
MBA, Finance
Georgia Institute of Technology 1967 — 1971
Bachelor of Science (BS), Business Administration and Management, General
Grant Iriele's Morgan Stanley Experience July 2011 - September 2011
Job Graduate Student at NYU
Industry Financial Services
Experience
Morgan Stanley July 2011 - September 2011
FXCM April 2009 - July 2011
Edelman June 2008 - April 2009
Sanders Financial Management September 2007 - March 2008
Education
New York University - Courant Institute of Mathematical Sciences 2012 — 2014
Master of Science (MS), Computational Science
Georgia State University - J. Mack Robinson College of Business 2005 — 2007
B.B.A., Finance
Southern Polytechnic State University 2003 — 2005
Electrical Engineering
Morgan Stanley July 2011 - September 2011
FXCM April 2009 - July 2011
Edelman June 2008 - April 2009
Sanders Financial Management September 2007 - March 2008
Education
New York University - Courant Institute of Mathematical Sciences 2012 — 2014
Master of Science (MS), Computational Science
Georgia State University - J. Mack Robinson College of Business 2005 — 2007
B.B.A., Finance
Southern Polytechnic State University 2003 — 2005
Electrical Engineering
Brian Bourdua, CPP's Morgan Stanley Experience January 2002 - April 2003
Job Regional Payroll Executive at ADP
Industry Financial Services
Experience
ADP May 2014 - Present
ADP March 2013 - Present
ADP September 2011 - March 2013
ADP October 2009 - September 2011
Blue Eagle, LLC January 2005 - January 2009
First American United, Inc. 2005 - 2008
Morgan Stanley January 2002 - April 2003
Skills
Investment Properties, ADP Payroll, Payroll Services, Payroll Taxes, Multi-state Payroll..., Payroll Analysis, Residential Homes, Property Management, Real Estate, Financial Analysis, Strategic Planning, Business Planning, Process Improvement, Payroll, Benefits Administration, Employee Benefits, Customer Service
Education
Georgia State University 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Georgia State University - J. Mack Robinson College of Business 2000 — 2004
BBA, Finance
RHS
RHS
ADP May 2014 - Present
ADP March 2013 - Present
ADP September 2011 - March 2013
ADP October 2009 - September 2011
Blue Eagle, LLC January 2005 - January 2009
First American United, Inc. 2005 - 2008
Morgan Stanley January 2002 - April 2003
Skills
Investment Properties, ADP Payroll, Payroll Services, Payroll Taxes, Multi-state Payroll..., Payroll Analysis, Residential Homes, Property Management, Real Estate, Financial Analysis, Strategic Planning, Business Planning, Process Improvement, Payroll, Benefits Administration, Employee Benefits, Customer Service
Education
Georgia State University 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Georgia State University - J. Mack Robinson College of Business 2000 — 2004
BBA, Finance
RHS
RHS
Jeff Knapp, CTP, MBA's Morgan Stanley Experience December 2009 - September 2011
Job Treasury Operations Cash and Investment Manager at The CocaCola Company
Industry Food & Beverages
Experience
The Coca-Cola Company January 2014 - Present
The Coca-Cola Company August 2011 - Present
Morgan Stanley December 2009 - September 2011
Morgan Stanley July 2008 - December 2009
National Life Group May 2006 - July 2008
Skills
Financial Analysis, Cash Management, Sarbanes-Oxley Act, Forecasting, Financial Modeling, Account Reconciliation, Credit, Corporate Finance, Auditing, Financial Reporting, Strategic Financial...
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2013
MBA
Norwich University 2003 — 2007
BSC, Management & administration minors in accounting and finance
Norwich University 2003 — 2007
The Coca-Cola Company January 2014 - Present
The Coca-Cola Company August 2011 - Present
Morgan Stanley December 2009 - September 2011
Morgan Stanley July 2008 - December 2009
National Life Group May 2006 - July 2008
Skills
Financial Analysis, Cash Management, Sarbanes-Oxley Act, Forecasting, Financial Modeling, Account Reconciliation, Credit, Corporate Finance, Auditing, Financial Reporting, Strategic Financial...
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2013
MBA
Norwich University 2003 — 2007
BSC, Management & administration minors in accounting and finance
Norwich University 2003 — 2007
Dexter Warrior's Morgan Stanley Experience November 2003 - October 2009
Job Commercial Real Estate Executive
Industry Real Estate
Experience
T. Dallas Smith & Company December 2010 - Present
Morgan Stanley November 2003 - October 2009
Lend Lease Real Estate Investment 1997 - 2003
Equitable Real Estate 1984 - 1997
Skills
Commercial Real Estate, Investment Properties, Disposition, Real Estate Economics, Location Intelligence, Corporate Real Estate, Real Estate Development, Brokerage, Leases
Education
Georgia State University - J. Mack Robinson College of Business 1987 — 1990
Masters, Real Estate
T. Dallas Smith & Company December 2010 - Present
Morgan Stanley November 2003 - October 2009
Lend Lease Real Estate Investment 1997 - 2003
Equitable Real Estate 1984 - 1997
Skills
Commercial Real Estate, Investment Properties, Disposition, Real Estate Economics, Location Intelligence, Corporate Real Estate, Real Estate Development, Brokerage, Leases
Education
Georgia State University - J. Mack Robinson College of Business 1987 — 1990
Masters, Real Estate
Shapri Generette's Morgan Stanley Experience October 2013 - May 2014
Job Investment Banking Associate at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey May 2014 - Present
Morgan Stanley October 2013 - May 2014
UBS Investment Bank July 2013 - September 2013
UBS Investment Bank July 2010 - June 2013
UBS Investment Bank June 2009 - August 2009
Sponsors for Educational Opportunity 2009 - 2009
Skills
Valuation, Data Analysis, Corporate Finance, Financial Modeling, Investment Banking, Capital Markets, Private Equity, LBO, Bloomberg, Banking, Equities, Financial Analysis, Microsoft Office, Due Diligence
Education
Georgia Institute of Technology 2007 — 2010
Bachelor of Science (B.S.), Industrial & Systems Engineering
SunTrust Robinson Humphrey May 2014 - Present
Morgan Stanley October 2013 - May 2014
UBS Investment Bank July 2013 - September 2013
UBS Investment Bank July 2010 - June 2013
UBS Investment Bank June 2009 - August 2009
Sponsors for Educational Opportunity 2009 - 2009
Skills
Valuation, Data Analysis, Corporate Finance, Financial Modeling, Investment Banking, Capital Markets, Private Equity, LBO, Bloomberg, Banking, Equities, Financial Analysis, Microsoft Office, Due Diligence
Education
Georgia Institute of Technology 2007 — 2010
Bachelor of Science (B.S.), Industrial & Systems Engineering
Kelly Sanford's Morgan Stanley Experience March 2007 - November 2008
Job
Industry Financial Services
Experience
UBS Private Wealth Management November 2008 - Present
Morgan Stanley March 2007 - November 2008
Imerys January 2006 - February 2007
Education
Georgia Institute of Technology 2001 — 2005
BS Management
UBS Private Wealth Management November 2008 - Present
Morgan Stanley March 2007 - November 2008
Imerys January 2006 - February 2007
Education
Georgia Institute of Technology 2001 — 2005
BS Management
Ian Balmaseda's Morgan Stanley Experience June 2010 - August 2010
Job Associate at Siris Capital Group
Industry Venture Capital & Private Equity
Experience
Siris Capital Group August 2014 - Present
Audax Group August 2012 - July 2014
Barclays Capital May 2011 - August 2011
Georgia Institute of Technology August 2008 - May 2011
Morgan Stanley June 2010 - August 2010
Education
Georgia Institute of Technology 2007 — 2011
Bachelor of Science (BSc), Industrial Engineering
Siris Capital Group August 2014 - Present
Audax Group August 2012 - July 2014
Barclays Capital May 2011 - August 2011
Georgia Institute of Technology August 2008 - May 2011
Morgan Stanley June 2010 - August 2010
Education
Georgia Institute of Technology 2007 — 2011
Bachelor of Science (BSc), Industrial Engineering
Prashant Sundaram's Morgan Stanley Experience 2011 - Present
Job Equity Derivative Projects at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2011 - Present
Capgemini May 2010 - August 2010
Audi of America January 2010 - May 2010
Georgia Institute of Technology August 2009 - May 2010
Otis Elevator August 2009 - December 2009
Manheim August 2008 - December 2008
Future Logistics Solutions Ltd. May 2008 - August 2008
Indian Institute of Technology, Bombay February 2007 - May 2007
GE Energy January 2006 - May 2006
Skills
Business Analysis, Financial Analysis, Project Management, Operational Risk..., Business Strategy, IT Strategy, Agile & Waterfall..., Interest Rate..., Regulatory Analysis, Process Improvement, Program Management, Six Sigma, Strategy, Testing, Business Process..., Analysis, Risk Management, Visio, Access, Business Process..., Supply Chain, Financial Modeling, Supply Chain Management, Change Management, SDLC
Education
Georgia Institute of Technology 2009 — 2010
Masters, Industrial and Systems Engineering
Georgia Institute of Technology 2004 — 2008
B.S, Industrial and Systems Engineering
Ramnarain Ruia College
Morgan Stanley 2011 - Present
Capgemini May 2010 - August 2010
Audi of America January 2010 - May 2010
Georgia Institute of Technology August 2009 - May 2010
Otis Elevator August 2009 - December 2009
Manheim August 2008 - December 2008
Future Logistics Solutions Ltd. May 2008 - August 2008
Indian Institute of Technology, Bombay February 2007 - May 2007
GE Energy January 2006 - May 2006
Skills
Business Analysis, Financial Analysis, Project Management, Operational Risk..., Business Strategy, IT Strategy, Agile & Waterfall..., Interest Rate..., Regulatory Analysis, Process Improvement, Program Management, Six Sigma, Strategy, Testing, Business Process..., Analysis, Risk Management, Visio, Access, Business Process..., Supply Chain, Financial Modeling, Supply Chain Management, Change Management, SDLC
Education
Georgia Institute of Technology 2009 — 2010
Masters, Industrial and Systems Engineering
Georgia Institute of Technology 2004 — 2008
B.S, Industrial and Systems Engineering
Ramnarain Ruia College
Frank James Brown's Morgan Stanley Experience November 2005 - September 2008
Job CEO, CoFounder, Business Development, Program Manager at OR Tech Systems, LLC
Industry Computer Software
Experience
OR Tech Systems, LLC October 2008 - Present
Morgan Stanley November 2005 - September 2008
The Ford Foundation February 2007 - October 2007
Ladenburg Thalmann & Co. Inc April 2004 - July 2005
Skills
Business Strategy, Business Development, Strategic Planning, Program Management, Entrepreneurship, Management, Strategic Partnerships, Cloud Computing, New Business Development, Team Building, Marketing Strategy, Project Management, Budgets, Enterprise Software, Integration, Microsoft Office, IT Strategy, Leadership, Marketing, Process Improvement, Software Development, Project Planning, Requirements Analysis, IT Management, QuickBooks, Analysis, Financial Services, Strategy, Start-ups, Security, Networking, SharePoint, SDLC, Databases, SaaS, Business Intelligence, Consulting, Management Consulting, Mergers & Acquisitions, Vendor Management, Product Management, Cross-functional Team..., Business Analysis, Risk Management, Professional Services, E-commerce, Enterprise Architecture, DoD, Business Transformation
Education
Gettysburg College 1997 — 2002
B.A. Management, Accounting and Finance
Fordham Preparatory School 1993 — 1997
High School Diploma, Applied Economics and History
OR Tech Systems, LLC October 2008 - Present
Morgan Stanley November 2005 - September 2008
The Ford Foundation February 2007 - October 2007
Ladenburg Thalmann & Co. Inc April 2004 - July 2005
Skills
Business Strategy, Business Development, Strategic Planning, Program Management, Entrepreneurship, Management, Strategic Partnerships, Cloud Computing, New Business Development, Team Building, Marketing Strategy, Project Management, Budgets, Enterprise Software, Integration, Microsoft Office, IT Strategy, Leadership, Marketing, Process Improvement, Software Development, Project Planning, Requirements Analysis, IT Management, QuickBooks, Analysis, Financial Services, Strategy, Start-ups, Security, Networking, SharePoint, SDLC, Databases, SaaS, Business Intelligence, Consulting, Management Consulting, Mergers & Acquisitions, Vendor Management, Product Management, Cross-functional Team..., Business Analysis, Risk Management, Professional Services, E-commerce, Enterprise Architecture, DoD, Business Transformation
Education
Gettysburg College 1997 — 2002
B.A. Management, Accounting and Finance
Fordham Preparatory School 1993 — 1997
High School Diploma, Applied Economics and History
Stuart Gottler's Morgan Stanley Experience June 1987 - November 2011
Job Branch Manager Vice President Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2011 - Present
Morgan Stanley June 1987 - November 2011
Skills
Business Strategy, Insurance, Series 7, Wealth Management, Series 63, Customer Service, Retirement Planning, Strategic Planning, New Business Development, Investments, Asset Allocation, Portfolio Management, Mutual Funds, Investment Advisory, Strategic Financial...
Education
Georgia State University
University of Tennessee-Knoxville
Ameriprise Financial Services, Inc. November 2011 - Present
Morgan Stanley June 1987 - November 2011
Skills
Business Strategy, Insurance, Series 7, Wealth Management, Series 63, Customer Service, Retirement Planning, Strategic Planning, New Business Development, Investments, Asset Allocation, Portfolio Management, Mutual Funds, Investment Advisory, Strategic Financial...
Education
Georgia State University
University of Tennessee-Knoxville
Joel Smith, CPA's Morgan Stanley Experience October 2008 - July 2012
Job Controller at Bennett Thrasher
Industry Financial Services
Experience
Bennett Thrasher June 2012 - Present
Morgan Stanley October 2008 - July 2012
SunTrust Bank May 2007 - October 2008
Cana Communications February 2004 - May 2007
Skills
Financial Statements, Corporate Finance, Finance, Cash Flow, Cash Management, Variance Analysis, Forecasting, Internal Controls, CPA, Management, Accounts Receivable, US GAAP, Account Reconciliation, Private Equity, Financial Reporting
Education
Kennesaw State University 1998 — 2003
BBA, Finance
Georgia State University 2007 — 2009
Post-Bachelor, Accounting
Bennett Thrasher June 2012 - Present
Morgan Stanley October 2008 - July 2012
SunTrust Bank May 2007 - October 2008
Cana Communications February 2004 - May 2007
Skills
Financial Statements, Corporate Finance, Finance, Cash Flow, Cash Management, Variance Analysis, Forecasting, Internal Controls, CPA, Management, Accounts Receivable, US GAAP, Account Reconciliation, Private Equity, Financial Reporting
Education
Kennesaw State University 1998 — 2003
BBA, Finance
Georgia State University 2007 — 2009
Post-Bachelor, Accounting
Maritza Barron's Morgan Stanley Experience February 2012 - September 2012
Job Financial Management Analyst at Cloud Sherpas
Industry Computer Hardware
Experience
Cloud Sherpas May 2015 - Present
AirWatch by VMware September 2013 - May 2015
Stephens Inc. September 2012 - September 2013
Morgan Stanley February 2012 - September 2012
Morgan Stanley January 2011 - February 2012
Skills
Investments, Corporate Finance, Wealth Management, Mutual Funds, Accounting, Revenue Recognition, Invoicing, Concur, Salesforce.com, CRM, Portfolio Management, Accounts Payable, Microsoft Office, Public Speaking, PowerPoint
Education
Georgia State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
Cloud Sherpas May 2015 - Present
AirWatch by VMware September 2013 - May 2015
Stephens Inc. September 2012 - September 2013
Morgan Stanley February 2012 - September 2012
Morgan Stanley January 2011 - February 2012
Skills
Investments, Corporate Finance, Wealth Management, Mutual Funds, Accounting, Revenue Recognition, Invoicing, Concur, Salesforce.com, CRM, Portfolio Management, Accounts Payable, Microsoft Office, Public Speaking, PowerPoint
Education
Georgia State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting
David Chiaro's Morgan Stanley Experience September 1995 - February 1998
Job Partner at Eagle Global Advisors
Industry Investment Management
Experience
Eagle Global Advisors July 2009 - Present
Goldman Sachs March 1999 - April 2009
PaineWebber February 1998 - February 1999
Morgan Stanley September 1995 - February 1998
Skills
Equity Research, MLP, Equities, Bloomberg, Valuation, Hedge Funds, Financial Modeling, Private Equity, Asset Managment, Portfolio Management, Investments, Corporate Finance
Education
Rollins College - Crummer Graduate School of Business 1992 — 1995
MBA, Business Administration, Finance
Georgia Institute of Technology 1988 — 1992
B.M.E, Mechanical Engineering
Eagle Global Advisors July 2009 - Present
Goldman Sachs March 1999 - April 2009
PaineWebber February 1998 - February 1999
Morgan Stanley September 1995 - February 1998
Skills
Equity Research, MLP, Equities, Bloomberg, Valuation, Hedge Funds, Financial Modeling, Private Equity, Asset Managment, Portfolio Management, Investments, Corporate Finance
Education
Rollins College - Crummer Graduate School of Business 1992 — 1995
MBA, Business Administration, Finance
Georgia Institute of Technology 1988 — 1992
B.M.E, Mechanical Engineering
Allen Hermon, MBA, CFA, MPA's Morgan Stanley Experience September 2002 - December 2002
Job Analyst/ Project Manager at Invesco US
Industry Financial Services
Experience
Invesco US November 2014 - Present
Aldridge Connors, LLP February 2013 - October 2014
Herndon Capital Management, LLC November 2011 - October 2012
YieldQuest March 2004 - August 2010
Intercept Inc May 2003 - January 2004
Morgan Stanley September 2002 - December 2002
Lawson Software 2000 - 2002
Skills
Microsoft VB/ VBA..., ERM Systems- Lawson..., Bloomberg, NetSuite,..., Oracle 8 DBA, Microsoft..., Microsoft Products..., Various Scripting..., Financial Modeling, Finance
Education
Georgia State University 2014 — 2017
Bachelor's Degree, Mathematics
Georgia State University 2011 — 2012
Master's degree, Accounting, 3.94
Kennesaw State University 1998 — 1999
Master of Business Administration (M.B.A.), Finance, General, 3.7
Kennesaw State University 1995 — 1998
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.4
Southern Illinois University, Carbondale 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Computer Science, 3.3
Invesco US November 2014 - Present
Aldridge Connors, LLP February 2013 - October 2014
Herndon Capital Management, LLC November 2011 - October 2012
YieldQuest March 2004 - August 2010
Intercept Inc May 2003 - January 2004
Morgan Stanley September 2002 - December 2002
Lawson Software 2000 - 2002
Skills
Microsoft VB/ VBA..., ERM Systems- Lawson..., Bloomberg, NetSuite,..., Oracle 8 DBA, Microsoft..., Microsoft Products..., Various Scripting..., Financial Modeling, Finance
Education
Georgia State University 2014 — 2017
Bachelor's Degree, Mathematics
Georgia State University 2011 — 2012
Master's degree, Accounting, 3.94
Kennesaw State University 1998 — 1999
Master of Business Administration (M.B.A.), Finance, General, 3.7
Kennesaw State University 1995 — 1998
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, 3.4
Southern Illinois University, Carbondale 1989 — 1993
Bachelor of Applied Science (B.A.Sc.), Computer Science, 3.3
Eric Stuckey's Morgan Stanley Experience August 1992 - February 1995
Job President at Cornerstone Private Client Group, Inc.
Industry Financial Services
Experience
Cornerstone Private Client Group, Inc. July 2008 - Present
Sugarloaf Wealth Management, LLC February 1995 - June 2008
Morgan Stanley August 1992 - February 1995
Skills
Investments, Alternative Investments
Education
Georgia State University 1986 — 1993
Bachelor of Business Administration (BBA), Finance, General
Georgia State University 1985 — 1993
BBA, Finance
Cornerstone Private Client Group, Inc. July 2008 - Present
Sugarloaf Wealth Management, LLC February 1995 - June 2008
Morgan Stanley August 1992 - February 1995
Skills
Investments, Alternative Investments
Education
Georgia State University 1986 — 1993
Bachelor of Business Administration (BBA), Finance, General
Georgia State University 1985 — 1993
BBA, Finance
Doug Waldron's Morgan Stanley Experience May 2013 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
MorganStanley SmithBarney LLC November 2009 - May 2013
Morgan Stanley April 2009 - November 2009
AIG February 2008 - July 2008
Dresdner Bank ZAO May 2007 - October 2007
Goldman Sachs February 2007 - May 2007
TD Ameritrade February 2006 - September 2006
TD Bank Group April 2004 - November 2005
TD Bank Group September 1999 - January 2004
TD Bank Group June 1995 - September 1999
Skills
Financial Reporting, Analysis, Strategic Planning, Budget, Capital Budgeting, Financial Forecasting, Accounting, Financial Accounting, Financial Modeling
Education
Georgia State University - J. Mack Robinson College of Business 1984 — 1987
Master's degree, Accounting
University of San Diego 1967 — 1971
Bachelor's degree, Accounting and Business/Management
Morgan Stanley May 2013 - Present
MorganStanley SmithBarney LLC November 2009 - May 2013
Morgan Stanley April 2009 - November 2009
AIG February 2008 - July 2008
Dresdner Bank ZAO May 2007 - October 2007
Goldman Sachs February 2007 - May 2007
TD Ameritrade February 2006 - September 2006
TD Bank Group April 2004 - November 2005
TD Bank Group September 1999 - January 2004
TD Bank Group June 1995 - September 1999
Skills
Financial Reporting, Analysis, Strategic Planning, Budget, Capital Budgeting, Financial Forecasting, Accounting, Financial Accounting, Financial Modeling
Education
Georgia State University - J. Mack Robinson College of Business 1984 — 1987
Master's degree, Accounting
University of San Diego 1967 — 1971
Bachelor's degree, Accounting and Business/Management
Isaac Whitmore's Morgan Stanley Experience 1999 - 2000
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade January 2004 - Present
E*TRADE Financial 2000 - 2003
Morgan Stanley 1999 - 2000
Skills
Series 7, Series 6, Series 63, Series 65, Uniform Combined State..., Wealth Management, Retirement Planning, Investment Advisory, Portfolio Management, Asset Allocation, Investments, Equities, Bonds, Mutual Funds, ETFs, Securities
Education
Georgia Southern University 1995 — 1999
Bachelor of Business Administration (BBA), Finance
TD Ameritrade January 2004 - Present
E*TRADE Financial 2000 - 2003
Morgan Stanley 1999 - 2000
Skills
Series 7, Series 6, Series 63, Series 65, Uniform Combined State..., Wealth Management, Retirement Planning, Investment Advisory, Portfolio Management, Asset Allocation, Investments, Equities, Bonds, Mutual Funds, ETFs, Securities
Education
Georgia Southern University 1995 — 1999
Bachelor of Business Administration (BBA), Finance
Silviu Raducu's Morgan Stanley Experience March 2012 - October 2012
Job AIS Officer/Manager Treasury at State Street Bank
Industry Financial Services
Experience
State Street Bank November 2012 - Present
Morgan Stanley March 2012 - October 2012
OPUS Atlanta July 2009 - February 2011
Enterprise Rent-A-Car January 2008 - May 2009
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Proprietary Trading, Accounting, Forecasting, Trend Analysis, International Business, Microsoft Office, Excel, Word, PowerPoint, Budgeting
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2012
Masters of Professional Accountancy, Accounting, 3.5
University of South Carolina - The Moore School of Business 2003 — 2007
BS, Corporate Finance/International Business, 3.9
Universitat Pompeu Fabra 2006 — 2006
Study abroad (non-degree program), International Business/Spanish
State Street Bank November 2012 - Present
Morgan Stanley March 2012 - October 2012
OPUS Atlanta July 2009 - February 2011
Enterprise Rent-A-Car January 2008 - May 2009
Merrill Lynch June 2006 - August 2006
Skills
Financial Analysis, Proprietary Trading, Accounting, Forecasting, Trend Analysis, International Business, Microsoft Office, Excel, Word, PowerPoint, Budgeting
Education
Georgia State University - J. Mack Robinson College of Business 2012 — 2012
Masters of Professional Accountancy, Accounting, 3.5
University of South Carolina - The Moore School of Business 2003 — 2007
BS, Corporate Finance/International Business, 3.9
Universitat Pompeu Fabra 2006 — 2006
Study abroad (non-degree program), International Business/Spanish
Matthew Repella's Morgan Stanley Experience December 1999 - January 2009
Job CFO at THA Group
Industry Financial Services
Experience
THA Group August 2014 - Present
TMX Finance May 2013 - August 2014
THA Group January 2009 - August 2012
Morgan Stanley December 1999 - January 2009
Skills
Strategic Planning, Investment Banking, Private Equity, Valuation, Mergers & Acquisitions, Financial Modeling, Fixed Income, Capital Markets, Equities, Corporate Finance, Due Diligence, Financial Analysis, Investments, Portfolio Management, Management, Finance
Education
Georgia Southern University 2014 — 2015
Master of Business Administration (MBA)
University of Richmond 1994 — 1998
Bachelor of Science (BS), Finance, General
University of Richmond 1994 — 1998
Bachelor of Arts (BA), Leadership Studies
THA Group August 2014 - Present
TMX Finance May 2013 - August 2014
THA Group January 2009 - August 2012
Morgan Stanley December 1999 - January 2009
Skills
Strategic Planning, Investment Banking, Private Equity, Valuation, Mergers & Acquisitions, Financial Modeling, Fixed Income, Capital Markets, Equities, Corporate Finance, Due Diligence, Financial Analysis, Investments, Portfolio Management, Management, Finance
Education
Georgia Southern University 2014 — 2015
Master of Business Administration (MBA)
University of Richmond 1994 — 1998
Bachelor of Science (BS), Finance, General
University of Richmond 1994 — 1998
Bachelor of Arts (BA), Leadership Studies
Robert Lillibridge, CAIA's Morgan Stanley Experience December 2007 - December 2008
Job Institutional Consultant Relations & Business Development at Pioneer Investments
Industry Financial Services
Experience
Pioneer Investments May 2014 - Present
Pioneer Investments April 2011 - April 2014
Pioneer Investments December 2010 - April 2011
Pioneer Investments March 2010 - December 2010
UBS December 2008 - May 2009
Morgan Stanley December 2007 - December 2008
Skills
Fixed Income, Equities, Alternative Investments, Multi-Asset Strategies, Series 7, Series 66, eVestment, Money Market Directories, FINsearches, Bloomberg, Consultants, Endowments, Foundations, OCIO, Sub-Advisory, Corporate Plans, Defined Benefit, Defined Contribution, Insurance, Health Care, Public Pensions, Taft-Hartley, Series 63, Series 6
Education
Georgia Institute of Technology 2005 — 2009
Bachelor of Science (B.S.), Business Management - Finance
Pioneer Investments May 2014 - Present
Pioneer Investments April 2011 - April 2014
Pioneer Investments December 2010 - April 2011
Pioneer Investments March 2010 - December 2010
UBS December 2008 - May 2009
Morgan Stanley December 2007 - December 2008
Skills
Fixed Income, Equities, Alternative Investments, Multi-Asset Strategies, Series 7, Series 66, eVestment, Money Market Directories, FINsearches, Bloomberg, Consultants, Endowments, Foundations, OCIO, Sub-Advisory, Corporate Plans, Defined Benefit, Defined Contribution, Insurance, Health Care, Public Pensions, Taft-Hartley, Series 63, Series 6
Education
Georgia Institute of Technology 2005 — 2009
Bachelor of Science (B.S.), Business Management - Finance
Rajeev Pandya's Morgan Stanley Experience 2012 - 2013
Job Banking, Financial Services, IT Software, Quality Assurance and Services
Industry Information Technology and Services
Experience
UBS 2013 - Present
Morgan Stanley 2012 - 2013
Citi 2009 - 2012
Goldman Sachs March 2005 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java, Business Analysis, SQL, Agile Methodologies, Risk Management, Management, IT Strategy, SDLC, Quality Assurance, ITIL, Databases, IT Management, Leadership
Education
Georgian College
Post Graduate Diploma, Management Information Systems and Services
University of Mumbai
Master's degree, Business Management and Financial Markets
UBS 2013 - Present
Morgan Stanley 2012 - 2013
Citi 2009 - 2012
Goldman Sachs March 2005 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, C++, Editing, C, Java, Business Analysis, SQL, Agile Methodologies, Risk Management, Management, IT Strategy, SDLC, Quality Assurance, ITIL, Databases, IT Management, Leadership
Education
Georgian College
Post Graduate Diploma, Management Information Systems and Services
University of Mumbai
Master's degree, Business Management and Financial Markets
Brian McGeough's Morgan Stanley Experience September 2010 - Present
Job Equity Trade Support Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2010 - Present
BNY Mellon August 2009 - September 2010
BNY Mellon July 2006 - August 2009
Education
Gettysburg College 2001 — 2005
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Morgan Stanley September 2010 - Present
BNY Mellon August 2009 - September 2010
BNY Mellon July 2006 - August 2009
Education
Gettysburg College 2001 — 2005
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Bo Reddic's Morgan Stanley Experience November 2003 - December 2004
Job
Industry Real Estate
Experience
Piedmont Office Realty Trust April 2007 - Present
Wells Real Estate Funds January 2005 - April 2007
Morgan Stanley November 2003 - December 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Georgia Institute of Technology 1983 — 1989
Bachelor of Science (B.S.) Industrial Management with Honors and Master of City Planning, Real Estate, Economic Development, Land Development, City Planning, Ind. & Org. Psychology, Honors
Piedmont Office Realty Trust April 2007 - Present
Wells Real Estate Funds January 2005 - April 2007
Morgan Stanley November 2003 - December 2004
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets
Education
Georgia Institute of Technology 1983 — 1989
Bachelor of Science (B.S.) Industrial Management with Honors and Master of City Planning, Real Estate, Economic Development, Land Development, City Planning, Ind. & Org. Psychology, Honors
Marissa Mellan's Morgan Stanley Experience December 2014 - Present
Job
Industry Human Resources
Experience
Morgan Stanley December 2014 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research
Education
Gettysburg College 2010 — 2014
Bachelor's Degree, History
Morgan Stanley December 2014 - Present
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research
Education
Gettysburg College 2010 — 2014
Bachelor's Degree, History
Dianne Davenport's Morgan Stanley Experience 1996 - 1998
Job
Industry Primary/Secondary Education
Experience
Gilmer High School 2001 - Present
Morgan Stanley 1996 - 1998
Engraph, Inc., Atlanta, GA 1982 - 1994
Skills
Microsoft Office 2010, Secondary Education: ..., Teach Banking and...
Education
The University of Georgia 2003 — 2005
Masters Degree in Business Education, Business Teacher Education
Georgia State University - J. Mack Robinson College of Business 1984 — 1990
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Gilmer High School 2001 - Present
Morgan Stanley 1996 - 1998
Engraph, Inc., Atlanta, GA 1982 - 1994
Skills
Microsoft Office 2010, Secondary Education: ..., Teach Banking and...
Education
The University of Georgia 2003 — 2005
Masters Degree in Business Education, Business Teacher Education
Georgia State University - J. Mack Robinson College of Business 1984 — 1990
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS