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
Gabrielle Bozmarova Gabrielle Bozmarova's Morgan Stanley Experience July 2014 - August 2014
Job Executive Marketing Assistant to the Elmwood Board of Merchants at The Elmwood Business Association
Industry International Trade and Development
Experience
The Elmwood Business Association June 2015 - Present
UC Berkeley January 2015 - May 2015
Dropbox November 2014 - May 2015
The Daily Californian September 2014 - May 2015
Grit Media October 2014 - February 2015
Morgan Stanley July 2014 - August 2014
City of Lake Forest June 2014 - August 2014
South Orange County Community College District April 2013 - August 2014
Cox Communications June 2013 - September 2013
Kumon March 2013 - June 2013
Skills
Entrepreneurship, Social Networking, Public Speaking, Social Media Marketing, Research, Strategic Planning, Social Media, Microsoft Office, Microsoft Excel, Politics, Microsoft Word, Budgets, Sales Management, Legal Research, Social Entrepreneurship, Business Strategy, Customer Service, PowerPoint, Teaching, Marketing Communications, Collaborative Work, Educational Technology, Leadership, Customer Support, Direct Sales, Marketing Strategy, Financial Accounting, Financial Services, Entrepreneurship..., Social Media Blogging, Negotiation, Administrative..., English, Windows, Outlook, Photoshop, HTML, Accounting, Internships, Microsoft Publisher
Education
University of California, Berkeley
Irvine Valley College 2010 — 2014
Certificate of Achievement, Business Administration and Management, General
Saddleback College 2011 — 2013
Business Administration and Management, General
Golden West College 2013 — 2014
Business Administration and Management, General
Woodbridge High School 2009 — 2014
High School Diploma
The Elmwood Business Association June 2015 - Present
UC Berkeley January 2015 - May 2015
Dropbox November 2014 - May 2015
The Daily Californian September 2014 - May 2015
Grit Media October 2014 - February 2015
Morgan Stanley July 2014 - August 2014
City of Lake Forest June 2014 - August 2014
South Orange County Community College District April 2013 - August 2014
Cox Communications June 2013 - September 2013
Kumon March 2013 - June 2013
Skills
Entrepreneurship, Social Networking, Public Speaking, Social Media Marketing, Research, Strategic Planning, Social Media, Microsoft Office, Microsoft Excel, Politics, Microsoft Word, Budgets, Sales Management, Legal Research, Social Entrepreneurship, Business Strategy, Customer Service, PowerPoint, Teaching, Marketing Communications, Collaborative Work, Educational Technology, Leadership, Customer Support, Direct Sales, Marketing Strategy, Financial Accounting, Financial Services, Entrepreneurship..., Social Media Blogging, Negotiation, Administrative..., English, Windows, Outlook, Photoshop, HTML, Accounting, Internships, Microsoft Publisher
Education
University of California, Berkeley
Irvine Valley College 2010 — 2014
Certificate of Achievement, Business Administration and Management, General
Saddleback College 2011 — 2013
Business Administration and Management, General
Golden West College 2013 — 2014
Business Administration and Management, General
Woodbridge High School 2009 — 2014
High School Diploma
Elisha (Sandhu) Sanchez's Morgan Stanley Experience October 2002 - October 2006
Job Experienced Professional, MBA HR Management
Industry Financial Services
Experience
T. Rowe Price November 2006 - June 2013
Morgan Stanley October 2002 - October 2006
Skills
Series 63, Mutual Funds, Asset Allocation, Investments, Series 7, Series 66, Series 53, Retirement, Business Process..., Operations Management, Compliance, Customer Experience, Cross-functional Team..., FINRA, Uniform Combined State..., Financial Services
Education
University of California, Los Angeles 1997 — 2001
B.A., Business and Economics
Golden Gate University 2009 — 2013
Master of Business Administration (MBA), HR Management, Highest Honors
T. Rowe Price November 2006 - June 2013
Morgan Stanley October 2002 - October 2006
Skills
Series 63, Mutual Funds, Asset Allocation, Investments, Series 7, Series 66, Series 53, Retirement, Business Process..., Operations Management, Compliance, Customer Experience, Cross-functional Team..., FINRA, Uniform Combined State..., Financial Services
Education
University of California, Los Angeles 1997 — 2001
B.A., Business and Economics
Golden Gate University 2009 — 2013
Master of Business Administration (MBA), HR Management, Highest Honors
Evonne Tran Evonne Tran's Morgan Stanley Experience September 2012 - January 2013
Job Staff Accountant at Atlassian
Industry Accounting
Experience
Atlassian May 2015 - September 2015
Edward Diao, M.D. October 2013 - November 2014
Morgan Stanley September 2012 - January 2013
Skills
Microsoft Excel, PowerPoint, Data Entry, Microsoft Office, Microsoft Word, Leadership, Customer Service, Windows, Outlook, Social Networking, Social Media
Education
Golden Gate University 2014 — 2016
Master of Accountancy
University of California, Davis 2009 — 2013
Bachelor of Arts (B.A.), Economics, Communication
Atlassian May 2015 - September 2015
Edward Diao, M.D. October 2013 - November 2014
Morgan Stanley September 2012 - January 2013
Skills
Microsoft Excel, PowerPoint, Data Entry, Microsoft Office, Microsoft Word, Leadership, Customer Service, Windows, Outlook, Social Networking, Social Media
Education
Golden Gate University 2014 — 2016
Master of Accountancy
University of California, Davis 2009 — 2013
Bachelor of Arts (B.A.), Economics, Communication
Michelle Paige Michelle Paige's Morgan Stanley Experience June 2015 - Present
Job at
Industry Mental Health Care
Experience
Morgan Stanley June 2015 - Present
oDesk January 2015 - Present
Autism Spectrum Consultants August 2013 - Present
Chris Riley Construction May 2012 - Present
Athleta August 2011 - October 2013
Balboa Bay Club 2006 - 2009
Huntington beach city school district 2006 - 2009
Huntington Beach Union High School District September 1999 - October 2006
Skills
Mental Health, Adolescents, Autism Spectrum..., Teaching, Child Development, Treatment, Special Education, Behavior Management, Developmental..., Learning Disabilities, Social Services, Event Planning, Community Outreach, Nonprofits, Behavioral Health, Public Speaking, Program Development, CPR Certified, Group Therapy, Social Skills, Curriculum Design, Applied Behavior..., Therapists, Fundraising, Case Management, Counseling Psychology, Family Therapy, Research, Mental Health Counseling, Behavior Modification, Social Networking, Social Media, Data Entry, Newsletters, Staff Development, Editing, Curriculum Development, Microsoft Excel, Training, Facebook, Customer Service, Creative Writing
Education
National University 2009 — 2013
Bachelor of Arts (B.A.), Multi-/Interdisciplinary Studies, General
Golden West College 1999 — 2006
Associate of Arts (A.A.), General Studies
Morgan Stanley June 2015 - Present
oDesk January 2015 - Present
Autism Spectrum Consultants August 2013 - Present
Chris Riley Construction May 2012 - Present
Athleta August 2011 - October 2013
Balboa Bay Club 2006 - 2009
Huntington beach city school district 2006 - 2009
Huntington Beach Union High School District September 1999 - October 2006
Skills
Mental Health, Adolescents, Autism Spectrum..., Teaching, Child Development, Treatment, Special Education, Behavior Management, Developmental..., Learning Disabilities, Social Services, Event Planning, Community Outreach, Nonprofits, Behavioral Health, Public Speaking, Program Development, CPR Certified, Group Therapy, Social Skills, Curriculum Design, Applied Behavior..., Therapists, Fundraising, Case Management, Counseling Psychology, Family Therapy, Research, Mental Health Counseling, Behavior Modification, Social Networking, Social Media, Data Entry, Newsletters, Staff Development, Editing, Curriculum Development, Microsoft Excel, Training, Facebook, Customer Service, Creative Writing
Education
National University 2009 — 2013
Bachelor of Arts (B.A.), Multi-/Interdisciplinary Studies, General
Golden West College 1999 — 2006
Associate of Arts (A.A.), General Studies
Dana Kern Dana Kern's Morgan Stanley Experience March 2015 - Present
Job Consulting Group Analyst
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management February 2014 - December 2014
Morgan Stanley Wealth Management April 2013 - February 2014
Merrill Lynch June 2012 - April 2013
UBS Financial Services, Inc. May 2011 - June 2012
UBS August 2010 - May 2011
Skills
Series 7, Portfolio Management, Mutual Funds, Equities, Investment Advisory, Research, Analysis, Financial Analysis, Investment Strategies, Asset Allocation, Strategic Financial..., Wealth Management, Investments, Options, Securities, International Relations, PowerPoint, Microsoft Excel, Event Planning, FINRA, Public Speaking, Finance, Retirement Planning
Education
Grand Valley State University 2006 — 2011
BBA, International Business, Finance, German
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management February 2014 - December 2014
Morgan Stanley Wealth Management April 2013 - February 2014
Merrill Lynch June 2012 - April 2013
UBS Financial Services, Inc. May 2011 - June 2012
UBS August 2010 - May 2011
Skills
Series 7, Portfolio Management, Mutual Funds, Equities, Investment Advisory, Research, Analysis, Financial Analysis, Investment Strategies, Asset Allocation, Strategic Financial..., Wealth Management, Investments, Options, Securities, International Relations, PowerPoint, Microsoft Excel, Event Planning, FINRA, Public Speaking, Finance, Retirement Planning
Education
Grand Valley State University 2006 — 2011
BBA, International Business, Finance, German
Scott Horton, CFP®'s Morgan Stanley Experience August 1995 - July 1996
Job Principal at J.P. King Advisors, Inc.
Industry Investment Management
Experience
J.P. King Advisors, Inc. April 2008 - Present
Fidelity Investments July 1996 - April 2008
Morgan Stanley August 1995 - July 1996
Skills
Risk Management, Asset Allocation, Retirement Planning, Asset Management, Investment Management, Strategic Financial..., Portfolio Management, Financial Planners, Financial Advisory, Finance, Investment Advisory, Wealth Management, Retirement, Mutual Funds, Estate Planning, Investments, Series 7
Education
Golden Gate University 1998 — 2000
MS, Finance
University of California, Davis 1993 — 1995
BS, Economics
J.P. King Advisors, Inc. April 2008 - Present
Fidelity Investments July 1996 - April 2008
Morgan Stanley August 1995 - July 1996
Skills
Risk Management, Asset Allocation, Retirement Planning, Asset Management, Investment Management, Strategic Financial..., Portfolio Management, Financial Planners, Financial Advisory, Finance, Investment Advisory, Wealth Management, Retirement, Mutual Funds, Estate Planning, Investments, Series 7
Education
Golden Gate University 1998 — 2000
MS, Finance
University of California, Davis 1993 — 1995
BS, Economics
Diego Velasquez Diego Velasquez's Morgan Stanley Experience December 2008 - February 2012
Job Financial Advisor at Velasquez & Associates
Industry Financial Services
Experience
Velasquez & Associates A financial Advisory practice of Ameriprise Financial Services, Inc. February 2012 - Present
Morgan Stanley December 2008 - February 2012
Wells Fargo Advisors June 2004 - December 2008
Morgan Stanley February 2002 - June 2004
J.P. Morgan June 1999 - February 2002
MBNA February 1996 - June 1999
Education
Goldey Beacom College 1991 — 1995
Bachelor of Science (BS), International Business
Velasquez & Associates A financial Advisory practice of Ameriprise Financial Services, Inc. February 2012 - Present
Morgan Stanley December 2008 - February 2012
Wells Fargo Advisors June 2004 - December 2008
Morgan Stanley February 2002 - June 2004
J.P. Morgan June 1999 - February 2002
MBNA February 1996 - June 1999
Education
Goldey Beacom College 1991 — 1995
Bachelor of Science (BS), International Business
Chris McClory Chris McClory's Morgan Stanley Experience February 2006 - February 2008
Job Manager, KPMG LLP US, Operations Advisory
Industry Management Consulting
Experience
KPMG US October 2013 - Present
Standard Life January 2011 - September 2013
Standard Life February 2009 - February 2011
Barclays February 2008 - February 2009
Morgan Stanley February 2006 - February 2008
University of Glasgow May 2004 - February 2006
Manpower October 2001 - January 2003
Skills
Contract Negotiation, Purchasing, Negotiation, Outsourcing, Mergers, Acquisition Integration, Supplier Management, Contract Management, People Management, Regulatory Requirements, IT Governance, Travel, Fleet Management, Competition Law, Due Diligence, Business Transformation, Change Management, Governance, Management, Procurement, Risk Management, Sourcing, Spend Analysis, Stakeholder Management, Strategic Sourcing, Supply Chain, Supply Chain Management, Supply Management, Vendor Management
Education
University of Strathclyde 2007 — 2011
MSc, Procurement Management (MCIPS)
Glasgow Caledonian University 1999 — 2000
Post Graduate Diploma, European and International Trade Law
Glasgow Caledonian University 1997 — 1999
BA (Hons), Law
KPMG US October 2013 - Present
Standard Life January 2011 - September 2013
Standard Life February 2009 - February 2011
Barclays February 2008 - February 2009
Morgan Stanley February 2006 - February 2008
University of Glasgow May 2004 - February 2006
Manpower October 2001 - January 2003
Skills
Contract Negotiation, Purchasing, Negotiation, Outsourcing, Mergers, Acquisition Integration, Supplier Management, Contract Management, People Management, Regulatory Requirements, IT Governance, Travel, Fleet Management, Competition Law, Due Diligence, Business Transformation, Change Management, Governance, Management, Procurement, Risk Management, Sourcing, Spend Analysis, Stakeholder Management, Strategic Sourcing, Supply Chain, Supply Chain Management, Supply Management, Vendor Management
Education
University of Strathclyde 2007 — 2011
MSc, Procurement Management (MCIPS)
Glasgow Caledonian University 1999 — 2000
Post Graduate Diploma, European and International Trade Law
Glasgow Caledonian University 1997 — 1999
BA (Hons), Law
Laura R. Knolle, MS, CFP® Laura R. Knolle, MS, CFP®'s Morgan Stanley Experience February 2005 - September 2006
Job Financial Planner at Ballou Plum Wealth Advisors
Industry Financial Services
Experience
Ballou Plum Wealth Advisors July 2012 - Present
Summit Wealth & Retirement Partners, Inc. March 2009 - June 2012
SignatureFD January 2007 - January 2009
Morgan Stanley February 2005 - September 2006
Wells Real Estate Funds 2002 - 2005
Education
Golden Gate University 2011 — 2013
M.S., Financial Planning & Taxation with an emphasis in Estate Planning
Michigan State University - The Eli Broad Graduate School of Management 1997 — 2001
B.A., Finance
Ballou Plum Wealth Advisors July 2012 - Present
Summit Wealth & Retirement Partners, Inc. March 2009 - June 2012
SignatureFD January 2007 - January 2009
Morgan Stanley February 2005 - September 2006
Wells Real Estate Funds 2002 - 2005
Education
Golden Gate University 2011 — 2013
M.S., Financial Planning & Taxation with an emphasis in Estate Planning
Michigan State University - The Eli Broad Graduate School of Management 1997 — 2001
B.A., Finance
Jan D'Urso Jan D'Urso's Morgan Stanley Experience October 1999 - January 2001
Job Manager of Clinical Operations at BAYADA Home Health Care
Industry Hospital & Health Care
Experience
BAYADA Home Health Care October 2014 - Present
BAYADA Home Health Care March 2012 - Present
Carondelet Health Network October 2009 - December 2011
Carondelet Health Network January 2005 - October 2009
Carondelet Health Network October 2002 - December 2006
Carondelet Health October 1994 - December 2001
Morgan Stanley October 1999 - January 2001
Skills
Program Management, Health Education, Presenter, Workshop Leader, Healthcare, Patient Safety, EMR, Clinical Research, Critical Care, Healthcare Information..., Medicaid, EHR, Managed Care, Medicare, BLS, Home Care, Recruiting, Nursing Education, Case Managment, Leadership, Acute Care, Patient Education, Cerner, Human Resources, Staff Development, PALS, Medical/Surgical, Inpatient, Medical Terminology, ICU, ACLS, Case Management, Cpr Certified, Healthcare Consulting, Patient Advocacy, Telemetry, Nursing Management, Physician Relations, Meditech
Education
Grand Canyon University 2006 — 2007
Masters, Nursing Leadership
University of Arizona 1981 — 1985
Bachelor of Science, Nursing
University of Arizona 1975 — 1981
Renewable Natural Resources, Natural Resource Recreation and Tourism
BAYADA Home Health Care October 2014 - Present
BAYADA Home Health Care March 2012 - Present
Carondelet Health Network October 2009 - December 2011
Carondelet Health Network January 2005 - October 2009
Carondelet Health Network October 2002 - December 2006
Carondelet Health October 1994 - December 2001
Morgan Stanley October 1999 - January 2001
Skills
Program Management, Health Education, Presenter, Workshop Leader, Healthcare, Patient Safety, EMR, Clinical Research, Critical Care, Healthcare Information..., Medicaid, EHR, Managed Care, Medicare, BLS, Home Care, Recruiting, Nursing Education, Case Managment, Leadership, Acute Care, Patient Education, Cerner, Human Resources, Staff Development, PALS, Medical/Surgical, Inpatient, Medical Terminology, ICU, ACLS, Case Management, Cpr Certified, Healthcare Consulting, Patient Advocacy, Telemetry, Nursing Management, Physician Relations, Meditech
Education
Grand Canyon University 2006 — 2007
Masters, Nursing Leadership
University of Arizona 1981 — 1985
Bachelor of Science, Nursing
University of Arizona 1975 — 1981
Renewable Natural Resources, Natural Resource Recreation and Tourism
Lee Wade Lee Wade's Morgan Stanley Experience March 2004 - November 2005
Job Marketing and Business Development Manager at Inspire Data Solutions LLC
Industry Financial Services
Experience
Inspire Data Solutions LLC July 2014 - Present
Brother's Clothing July 2009 - April 2012
Insight October 2010 - June 2011
Reliable Mortgage Solutions November 2005 - November 2008
Morgan Stanley March 2004 - November 2005
Great Southwest Mortgage June 2003 - March 2004
Skills
Customer Satisfaction, Account Management, SaaS, Social Media, Customer Retention, Leadership, Cisco Technologies, Marketing, Training, Business Development, Marketing Strategy, Negotiation, Salesforce.com, Sales, Direct Sales, CRM, Sales Process, New Business Development, Lead Generation, Sales Management, Strategic Partnerships, Competitive Analysis, Strategic Planning, B2B, Channel Partners, Market Planning, Sales Operations, Cold Calling, Selling, Product Marketing
Education
Grand Canyon University 1997 — 2003
Human Biology/Chemistry
Grand Canyon University, PhoenixMay 2003
Bachelor of Science, Human Biology with Minors in Chemistry & Psychology
Inspire Data Solutions LLC July 2014 - Present
Brother's Clothing July 2009 - April 2012
Insight October 2010 - June 2011
Reliable Mortgage Solutions November 2005 - November 2008
Morgan Stanley March 2004 - November 2005
Great Southwest Mortgage June 2003 - March 2004
Skills
Customer Satisfaction, Account Management, SaaS, Social Media, Customer Retention, Leadership, Cisco Technologies, Marketing, Training, Business Development, Marketing Strategy, Negotiation, Salesforce.com, Sales, Direct Sales, CRM, Sales Process, New Business Development, Lead Generation, Sales Management, Strategic Partnerships, Competitive Analysis, Strategic Planning, B2B, Channel Partners, Market Planning, Sales Operations, Cold Calling, Selling, Product Marketing
Education
Grand Canyon University 1997 — 2003
Human Biology/Chemistry
Grand Canyon University, PhoenixMay 2003
Bachelor of Science, Human Biology with Minors in Chemistry & Psychology
Valerie Lee, M.S. Valerie Lee, M.S.'s Morgan Stanley Experience October 2000 - October 2003
Job Financial Consultant Assistant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab November 2014 - Present
Fidelity Investments January 2014 - November 2014
Morgan Stanley Wealth Management May 2012 - January 2014
Kaiser Permanente January 2009 - April 2012
Lumetra October 2007 - August 2008
Wells Fargo Financial Products August 2005 - October 2007
Wells Fargo Private Client Services April 2004 - August 2005
Wells Fargo Bank October 2003 - March 2004
Morgan Stanley October 2000 - October 2003
Skills
Event Planning, Sales, Newsletters, Marketing Communications, Project Management, Proposal Writing, B2B Marketing, Social Media, Blogging, Internal & External..., Print and Online..., Integrated Marketing..., Communications Campaigns, Event Marketing, Event Management, Nonprofits, Market Research, Research, Social Media Marketing, Direct Marketing, Brand Development, Analytics, New Business Development, Social Networking, Internal Communications, Business Development, Business Strategy, Marketing, Strategic Communications, Integrated Marketing
Education
San Francisco State University 2014 — 2015
Executive Certificate, Financial Planning
Golden Gate University 2003 — 2007
MS, Marketing
Indiana University Bloomington 1980 — 1984
BA, English
Charles Schwab November 2014 - Present
Fidelity Investments January 2014 - November 2014
Morgan Stanley Wealth Management May 2012 - January 2014
Kaiser Permanente January 2009 - April 2012
Lumetra October 2007 - August 2008
Wells Fargo Financial Products August 2005 - October 2007
Wells Fargo Private Client Services April 2004 - August 2005
Wells Fargo Bank October 2003 - March 2004
Morgan Stanley October 2000 - October 2003
Skills
Event Planning, Sales, Newsletters, Marketing Communications, Project Management, Proposal Writing, B2B Marketing, Social Media, Blogging, Internal & External..., Print and Online..., Integrated Marketing..., Communications Campaigns, Event Marketing, Event Management, Nonprofits, Market Research, Research, Social Media Marketing, Direct Marketing, Brand Development, Analytics, New Business Development, Social Networking, Internal Communications, Business Development, Business Strategy, Marketing, Strategic Communications, Integrated Marketing
Education
San Francisco State University 2014 — 2015
Executive Certificate, Financial Planning
Golden Gate University 2003 — 2007
MS, Marketing
Indiana University Bloomington 1980 — 1984
BA, English
Leena Jain's Morgan Stanley Experience April 2003 - May 2004
Job Jemstep, Inc.(The New Easy Way to a Secure Retirement)
Industry Financial Services
Experience
Jemstep, Inc. September 2011 - Present
Cashedge Inc July 2010 - July 2011
Elance Inc November 2006 - November 2008
Elance, Inc. 2006 - 2008
oDesk May 2006 - November 2006
Citibank June 2004 - May 2006
Morgan Stanley April 2003 - May 2004
Skills
Sales Process, Building Customer..., project management, Customer Service, Customer Support, Financial Services, Start-ups, Customer Satisfaction, Salesforce.com, Banking, Relationship Management, Business Development, Sales, Finance, Project Management, CRM, Product Marketing, Management
Education
Golden Gate University 1999 — 2002
MBA
University of Pune 1993 — 1998
BE
Abudhabi Indian school
Jemstep, Inc. September 2011 - Present
Cashedge Inc July 2010 - July 2011
Elance Inc November 2006 - November 2008
Elance, Inc. 2006 - 2008
oDesk May 2006 - November 2006
Citibank June 2004 - May 2006
Morgan Stanley April 2003 - May 2004
Skills
Sales Process, Building Customer..., project management, Customer Service, Customer Support, Financial Services, Start-ups, Customer Satisfaction, Salesforce.com, Banking, Relationship Management, Business Development, Sales, Finance, Project Management, CRM, Product Marketing, Management
Education
Golden Gate University 1999 — 2002
MBA
University of Pune 1993 — 1998
BE
Abudhabi Indian school
Daniel Sheesley Daniel Sheesley's Morgan Stanley Experience November 2006 - May 2007
Job Vice President at Valley National Bank
Industry Banking
Experience
Valley National Bank November 2014 - Present
1st United Bank January 2012 - October 2014
1st United Bank January 2010 - December 2011
1st United Bank June 2007 - December 2009
Morgan Stanley November 2006 - May 2007
Siemens Magnet Technology May 2004 - August 2004
Skills
Portfolio Management, Finance, Loans, Credit, Investments, Real Estate, Management, Strategy, Analysis, Negotiation, Commercial Real Estate, Strategic Planning, Foreclosures, Cash Flow, Insurance
Education
Northwood University-Florida 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Gordon College 2003 — 2007
Bachelor of Arts (BA), Economics
Valley National Bank November 2014 - Present
1st United Bank January 2012 - October 2014
1st United Bank January 2010 - December 2011
1st United Bank June 2007 - December 2009
Morgan Stanley November 2006 - May 2007
Siemens Magnet Technology May 2004 - August 2004
Skills
Portfolio Management, Finance, Loans, Credit, Investments, Real Estate, Management, Strategy, Analysis, Negotiation, Commercial Real Estate, Strategic Planning, Foreclosures, Cash Flow, Insurance
Education
Northwood University-Florida 2011 — 2013
Master of Business Administration (MBA), Business Administration and Management, General
Gordon College 2003 — 2007
Bachelor of Arts (BA), Economics
Paul Witwer, CFP® Paul Witwer, CFP®'s Morgan Stanley Experience January 1995 - September 2003
Job Principal at Voyage Wealth Management
Industry Investment Management
Experience
Voyage Wealth Management July 2013 - Present
Exploring America April 2009 - July 2013
Bell Investment Advisors, Inc. March 2006 - April 2009
Merrill Lynch August 2004 - March 2006
Charles Schwab September 2003 - August 2004
Morgan Stanley January 1995 - September 2003
Skills
Wealth Management, Investment Advisory, Retirement Planning, Finance, Investment Strategies, Strategic Financial..., Investments
Education
Golden Gate University 2008 — 2010
Financial Planning and Taxation
The American College 2001 — 2003
Financial Planning
University of Kansas 1976 — 1980
Bachelor of Science (B.S.), Journalism
Voyage Wealth Management July 2013 - Present
Exploring America April 2009 - July 2013
Bell Investment Advisors, Inc. March 2006 - April 2009
Merrill Lynch August 2004 - March 2006
Charles Schwab September 2003 - August 2004
Morgan Stanley January 1995 - September 2003
Skills
Wealth Management, Investment Advisory, Retirement Planning, Finance, Investment Strategies, Strategic Financial..., Investments
Education
Golden Gate University 2008 — 2010
Financial Planning and Taxation
The American College 2001 — 2003
Financial Planning
University of Kansas 1976 — 1980
Bachelor of Science (B.S.), Journalism
Chris Vecchioni Chris Vecchioni's Morgan Stanley Experience January 2007 - April 2007
Job Corporate Accountant
Industry Financial Services
Experience
Suburban Collection November 2010 - Present
St. Michael Livonia August 2011 - Present
Amway Grand Plaza Hotel June 2007 - July 2010
Chop House June 2007 - August 2007
Morgan Stanley January 2007 - April 2007
Landscape Consultants June 2004 - August 2006
Saint Michael Livonia November 2002 - February 2004
Saint Michael Livonia March 2001 - June 2001
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Microsoft Windows 98, Financial Analysis, Accounting, PowerPoint, Teamwork, Data Analysis, Customer Satisfaction, Account Reconciliation, Supervisory Skills, Analysis, Financial Reporting, Process Improvement
Education
Grand Valley State University 2004 — 2009
Bachelor of Business Administration, Finance & Economics
John Cabot University 2006 — 2006
History
Divine Child High School 2000 — 2004
Suburban Collection November 2010 - Present
St. Michael Livonia August 2011 - Present
Amway Grand Plaza Hotel June 2007 - July 2010
Chop House June 2007 - August 2007
Morgan Stanley January 2007 - April 2007
Landscape Consultants June 2004 - August 2006
Saint Michael Livonia November 2002 - February 2004
Saint Michael Livonia March 2001 - June 2001
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Customer Service, Microsoft Windows 98, Financial Analysis, Accounting, PowerPoint, Teamwork, Data Analysis, Customer Satisfaction, Account Reconciliation, Supervisory Skills, Analysis, Financial Reporting, Process Improvement
Education
Grand Valley State University 2004 — 2009
Bachelor of Business Administration, Finance & Economics
John Cabot University 2006 — 2006
History
Divine Child High School 2000 — 2004
Joshua Kime Joshua Kime's Morgan Stanley Experience January 2012 - February 2013
Job Operations Manager at OSU Wexner Medical Center
Industry Hospital & Health Care
Experience
Ohio State University Comprehensive Cancer Center-James Cancer Hospital & Solove Research Institute September 2014 - Present
The Ohio State University Wexner Medical Center - Crothall Healthcare December 2013 - October 2014
Mettler-Toledo International, Inc March 2013 - June 2013
Morgan Stanley January 2012 - February 2013
Bucyrus City Schools May 2011 - October 2011
The College of Wooster April 2010 - May 2011
Skills
Research, Team Leadership, Microsoft Office, Leadership, Union Relations, System Administration, Social Media, Public Speaking, Operating Budgets, PowerPoint, Data Analysis, SPSS, Time Management, Budget Monitoring, ERISA, Government, SAP, Astea, Employee Benefits, Fundraising, Editing, Analytical Reasoning, Intelligence Reporting, 401k, Employee Stock Options, Master Scheduling
Education
Grand Canyon University 2015 — 2016
Master's Degree, Health/Health Care Administration/Management
Tiffin University 2011 — 2013
Master's Degree, Homeland Security Administration
The College of Wooster 2007 — 2011
BA, History
BUCYRUS HIGH SCHOOL 2003 — 2007
Ohio State University Comprehensive Cancer Center-James Cancer Hospital & Solove Research Institute September 2014 - Present
The Ohio State University Wexner Medical Center - Crothall Healthcare December 2013 - October 2014
Mettler-Toledo International, Inc March 2013 - June 2013
Morgan Stanley January 2012 - February 2013
Bucyrus City Schools May 2011 - October 2011
The College of Wooster April 2010 - May 2011
Skills
Research, Team Leadership, Microsoft Office, Leadership, Union Relations, System Administration, Social Media, Public Speaking, Operating Budgets, PowerPoint, Data Analysis, SPSS, Time Management, Budget Monitoring, ERISA, Government, SAP, Astea, Employee Benefits, Fundraising, Editing, Analytical Reasoning, Intelligence Reporting, 401k, Employee Stock Options, Master Scheduling
Education
Grand Canyon University 2015 — 2016
Master's Degree, Health/Health Care Administration/Management
Tiffin University 2011 — 2013
Master's Degree, Homeland Security Administration
The College of Wooster 2007 — 2011
BA, History
BUCYRUS HIGH SCHOOL 2003 — 2007
Jacob Bos Jacob Bos's Morgan Stanley Experience March 2015 - July 2015
Job Intern at Morgan Stanley
Industry
Experience
Morgan Stanley March 2015 - July 2015
Bos Tent Rental May 2007 - March 2015
Primerica March 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Leadership, Team Leadership, Time Management, Management, Analysis, Access, Budgets, Accounting
Education
Grand Valley State University 2010 — 2014
Bachelor of Business Administration, Finance and Marketing
Morgan Stanley March 2015 - July 2015
Bos Tent Rental May 2007 - March 2015
Primerica March 2014 - August 2014
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Leadership, Team Leadership, Time Management, Management, Analysis, Access, Budgets, Accounting
Education
Grand Valley State University 2010 — 2014
Bachelor of Business Administration, Finance and Marketing
Debbie Corrington Debbie Corrington's Morgan Stanley Experience November 2000 - July 2002
Job Shareholder, CPA at Southard, Beckham, Atwater, & Berry CPA, PS
Industry Accounting
Experience
Southard, Beckham, Atwater, & Berry CPA, PS July 2002 - Present
Morgan Stanley November 2000 - July 2002
Southard, Beckham, Atwater & Berry, CPA, PS July 1997 - November 2000
Frank Warner, CPA March 1993 - June 1997
Internal Revenue Service April 1991 - March 1993
Pacific Northwest Bank April 1989 - April 1991
Skills
Certified Public..., CPA, Financial Statements, Finance, Financial Planners, Tax, Accountants, Tax Preparation, GAAP, Corporate Tax
Education
Graceland University 1985 — 1989
Bachelor of Business Administration (BBA), Accounting and Computer Science, 3.5
Southard, Beckham, Atwater, & Berry CPA, PS July 2002 - Present
Morgan Stanley November 2000 - July 2002
Southard, Beckham, Atwater & Berry, CPA, PS July 1997 - November 2000
Frank Warner, CPA March 1993 - June 1997
Internal Revenue Service April 1991 - March 1993
Pacific Northwest Bank April 1989 - April 1991
Skills
Certified Public..., CPA, Financial Statements, Finance, Financial Planners, Tax, Accountants, Tax Preparation, GAAP, Corporate Tax
Education
Graceland University 1985 — 1989
Bachelor of Business Administration (BBA), Accounting and Computer Science, 3.5
Tim Palanker Tim Palanker's Morgan Stanley Experience May 2013 - Present
Job ISG Product Operations Risk Manager
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Morgan Stanley March 2013 - Present
Morgan Stanley April 2011 - May 2013
Morgan Stanley March 2010 - April 2011
Morgan Stanley August 2005 - March 2010
Hallmark Cards May 2004 - August 2005
Skills
Microsoft Office, Risk Management, Microsoft Excel, Analysis, Business Analysis, Data Analysis, Project Management, Process Improvement, Customer Service, Change Management, Management, Team Leadership, Operations Management, Leadership, Equities
Education
Goucher College 2000 — 2004
Bachelor of arts, Business management
Morgan Stanley May 2013 - Present
Morgan Stanley March 2013 - Present
Morgan Stanley April 2011 - May 2013
Morgan Stanley March 2010 - April 2011
Morgan Stanley August 2005 - March 2010
Hallmark Cards May 2004 - August 2005
Skills
Microsoft Office, Risk Management, Microsoft Excel, Analysis, Business Analysis, Data Analysis, Project Management, Process Improvement, Customer Service, Change Management, Management, Team Leadership, Operations Management, Leadership, Equities
Education
Goucher College 2000 — 2004
Bachelor of arts, Business management
Becky Vogel Becky Vogel's Morgan Stanley Experience October 2011 - July 2012
Job Surveillance Analyst at Stifel Financial Corp.
Industry Financial Services
Experience
Stifel Financial Corp. June 2014 - Present
UBS Wealth Management July 2012 - June 2014
Morgan Stanley October 2011 - July 2012
Wells Fargo Advisors August 2011 - December 2011
Stifel Nicolaus November 1997 - August 2011
Skills
Series 7, Securities, Investments, Risk Management, Financial Risk, Series 9/10, Wealth Management, FINRA
Education
Greenville College 2008 — 2010
Bachelor of Science (B.S.), Organizational Leadership
Stifel Financial Corp. June 2014 - Present
UBS Wealth Management July 2012 - June 2014
Morgan Stanley October 2011 - July 2012
Wells Fargo Advisors August 2011 - December 2011
Stifel Nicolaus November 1997 - August 2011
Skills
Series 7, Securities, Investments, Risk Management, Financial Risk, Series 9/10, Wealth Management, FINRA
Education
Greenville College 2008 — 2010
Bachelor of Science (B.S.), Organizational Leadership
Mark H. Sayet's Morgan Stanley Experience 1995 - 2005
Job Senior Vice President/Financial Advisor/JD
Industry Financial Services
Experience
Janney Montgomery Scott LLC May 2005 - Present
Morgan Stanley 1995 - 2005
Skills
Asset Allocation, Wealth Management, Financial Planning, Portfolio..., Risk Tolerance, Retirement Income..., Investment Strategy, Securities, IRA's /401K's, Variable Annuities, Life Insurance, Retirement Planning, Investment Strategies, Investment Advisory, Strategic Financial..., Series 7, Fixed Income, Portfolio Management, Risk Management, Financial Services, Finance, Equities
Education
Golden Gate University, School of Law 1979 — 1982
Doctor of Law (JD) / Law Review
George Washington University 1973 — 1978
Bachelor of Arts (B.A.), Political Science
Norwich Free Academy 1969 — 1973
Diploma
Janney Montgomery Scott LLC May 2005 - Present
Morgan Stanley 1995 - 2005
Skills
Asset Allocation, Wealth Management, Financial Planning, Portfolio..., Risk Tolerance, Retirement Income..., Investment Strategy, Securities, IRA's /401K's, Variable Annuities, Life Insurance, Retirement Planning, Investment Strategies, Investment Advisory, Strategic Financial..., Series 7, Fixed Income, Portfolio Management, Risk Management, Financial Services, Finance, Equities
Education
Golden Gate University, School of Law 1979 — 1982
Doctor of Law (JD) / Law Review
George Washington University 1973 — 1978
Bachelor of Arts (B.A.), Political Science
Norwich Free Academy 1969 — 1973
Diploma
Jim Beville's Morgan Stanley Experience 2002 - 2005
Job Vice President of Personal Wealth Management at Coastal Capital Group
Industry Financial Services
Experience
Coastal Capital Group, LLC March 2005 - Present
Morgan Stanley 2002 - 2005
Jeffrey C. Kirpas & Co., P.C. 2001 - 2002
Vance Cronin & Stephenson 1999 - 2000
Skills
Strategic Financial..., Wealth Management, Wealth Management..., Certified Financial..., Financial Analysis
Education
Gordon College 1995 — 1999
Accounting
Coastal Capital Group, LLC March 2005 - Present
Morgan Stanley 2002 - 2005
Jeffrey C. Kirpas & Co., P.C. 2001 - 2002
Vance Cronin & Stephenson 1999 - 2000
Skills
Strategic Financial..., Wealth Management, Wealth Management..., Certified Financial..., Financial Analysis
Education
Gordon College 1995 — 1999
Accounting
Aeneas O'Hara Aeneas O'Hara's Morgan Stanley Experience April 2002 - October 2003
Job Relationship Manager and Director of Sales for Latin America
Industry Information Technology and Services
Experience
Omgeo (a fully-owned subsidiary of DTCC) April 2013 - Present
Omgeo September 2007 - Present
Omgeo August 2006 - August 2007
Omgeo August 2005 - August 2006
Omgeo December 2004 - August 2005
Morgan Stanley April 2002 - October 2003
Skills
Back Office, Equities, Fixed Income, Derivatives, Trading Systems, Middle Office, Financial Services, Financial Markets, Settlement, Electronic Trading, Collateral Management, Market Data, Business Analysis, Trading, Capital Markets, Reference Data, Relationship Management, FX Options, Asset Managment, Salesforce.com, Asset Management, Corporate Actions, Bloomberg, Management, Securities, Investment Banking, Hedge Funds, Commodity, Money Market, Foreign Exchange, Credit Derivatives, Options, Operational Risk, Equity Derivatives, Alternative Investments, FX trading, Portfolio Management, Bonds, Mutual Funds, SWIFT payments, Structured Products, Equity Trading, Prime Brokerage, Investments, Swaps, Financial Risk, Emerging Markets, Client Services, Global Custody, Banking
Education
Glasgow Caledonian University 1995 — 1999
BA (Hons), European Business Studies
Universidad de León 1997 — 1998
Erasmus, Empresariales y Económicas
Lycée Jean Monnet 1991 — 1994
Baccalauréat B, Economics and Sociology, French, Spanish, Maths, Philosophy, History and Geography
Omgeo (a fully-owned subsidiary of DTCC) April 2013 - Present
Omgeo September 2007 - Present
Omgeo August 2006 - August 2007
Omgeo August 2005 - August 2006
Omgeo December 2004 - August 2005
Morgan Stanley April 2002 - October 2003
Skills
Back Office, Equities, Fixed Income, Derivatives, Trading Systems, Middle Office, Financial Services, Financial Markets, Settlement, Electronic Trading, Collateral Management, Market Data, Business Analysis, Trading, Capital Markets, Reference Data, Relationship Management, FX Options, Asset Managment, Salesforce.com, Asset Management, Corporate Actions, Bloomberg, Management, Securities, Investment Banking, Hedge Funds, Commodity, Money Market, Foreign Exchange, Credit Derivatives, Options, Operational Risk, Equity Derivatives, Alternative Investments, FX trading, Portfolio Management, Bonds, Mutual Funds, SWIFT payments, Structured Products, Equity Trading, Prime Brokerage, Investments, Swaps, Financial Risk, Emerging Markets, Client Services, Global Custody, Banking
Education
Glasgow Caledonian University 1995 — 1999
BA (Hons), European Business Studies
Universidad de León 1997 — 1998
Erasmus, Empresariales y Económicas
Lycée Jean Monnet 1991 — 1994
Baccalauréat B, Economics and Sociology, French, Spanish, Maths, Philosophy, History and Geography
Chris McCann Chris McCann's Morgan Stanley Experience May 2010 - December 2011
Job Security Engineer at Facebook
Industry Computer & Network Security
Experience
Facebook January 2012 - Present
Morgan Stanley May 2010 - December 2011
JPMorgan Chase April 2008 - June 2010
Research Machines January 2008 - May 2008
Skills
Windows, Linux, TCP/IP, Reverse Engineering, Ethical Hacking, Penetration Testing, Python, Shell Scripting, Unix Shell Scripting, Unix Administration, Computer Security, Network Security, Malware Analysis, Incident Response, Computer Forensics, Web Application Security, Perl, Unix, Networking, Security, Solaris, Security Architecture..., Application Security, Information Security..., Information Security, Intrusion Detection, Firewalls, Vulnerability Assessment
Education
Glasgow Caledonian University 2005 — 2006
BSc, Computing: Software Engineering
Glasgow College of Nautical Studies 2004 — 2005
HND, Software Development
Coatbridge Technical College 2003 — 2004
HNC, Computing
Facebook January 2012 - Present
Morgan Stanley May 2010 - December 2011
JPMorgan Chase April 2008 - June 2010
Research Machines January 2008 - May 2008
Skills
Windows, Linux, TCP/IP, Reverse Engineering, Ethical Hacking, Penetration Testing, Python, Shell Scripting, Unix Shell Scripting, Unix Administration, Computer Security, Network Security, Malware Analysis, Incident Response, Computer Forensics, Web Application Security, Perl, Unix, Networking, Security, Solaris, Security Architecture..., Application Security, Information Security..., Information Security, Intrusion Detection, Firewalls, Vulnerability Assessment
Education
Glasgow Caledonian University 2005 — 2006
BSc, Computing: Software Engineering
Glasgow College of Nautical Studies 2004 — 2005
HND, Software Development
Coatbridge Technical College 2003 — 2004
HNC, Computing
Natasha Towles, BA,MAFM,MA's Morgan Stanley Experience May 2001 - September 2002
Job Team Leader/Travel Consultant
Industry Hospitality
Experience
Liberty Travel July 2012 - Present
Transfer Language School December 2011 - March 2012
Beacon Language Consultants November 2011 - March 2012
Vanguard October 2002 - August 2010
Morgan Stanley May 2001 - September 2002
ETrade 2000 - 2001
Skills
Office 2010, SharePoint, Minitab, Lotus Notes, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Non-profits, Data Analysis, Fundraising, Research, Analysis, GDS systems, Calypso, WordPress, Twitter
Education
International House 2011 — 2011
Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor
Goldsmiths College, U. of London 2010 — 2011
Masters, Postcolonial Culture and Global Policy
Keller Graduate School of Management of DeVry University 2004 — 2008
MAFM, Accounting and Financial Management
Lincoln University 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Henderson High School
Liberty Travel July 2012 - Present
Transfer Language School December 2011 - March 2012
Beacon Language Consultants November 2011 - March 2012
Vanguard October 2002 - August 2010
Morgan Stanley May 2001 - September 2002
ETrade 2000 - 2001
Skills
Office 2010, SharePoint, Minitab, Lotus Notes, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Microsoft Office, Non-profits, Data Analysis, Fundraising, Research, Analysis, GDS systems, Calypso, WordPress, Twitter
Education
International House 2011 — 2011
Certificate, Teaching English as a Second or Foreign Language/ESL Language Instructor
Goldsmiths College, U. of London 2010 — 2011
Masters, Postcolonial Culture and Global Policy
Keller Graduate School of Management of DeVry University 2004 — 2008
MAFM, Accounting and Financial Management
Lincoln University 1996 — 2000
Bachelor's degree, Business Administration and Management, General
Henderson High School
Phil Leaman Phil Leaman's Morgan Stanley Experience 1993 - 1994
Job Chief Operating Officer at Resource Partners
Industry Insurance
Experience
Resource Partners March 2012 - Present
Center for Aging Services Risk Management (CASRM) September 2010 - Present
Mennonite Home Communities January 2009 - March 2015
Resource Partners 1999 - March 2012
Hinkletown Mennonite School March 2003 - July 2007
Association of Anabaptist Risk Management (AARM) 1996 - 1999
Mennonite Mutual Insurance Association 1995 - 1996
Morgan Stanley 1993 - 1994
Chicago Research & Trading (CRT) 1986 - 1993
Skills
Non-profits, Medicare, Strategic Planning, Insurance, Risk Management, Program Management, Budgets, Customer Service, Accounting, Contract Negotiation, Team Building, Executive Management, Medicaid, Leadership, Microsoft Office, Leadership Development, Healthcare, Nonprofits
Education
Goshen College 1981 — 1985
BA, Accounting
Resource Partners March 2012 - Present
Center for Aging Services Risk Management (CASRM) September 2010 - Present
Mennonite Home Communities January 2009 - March 2015
Resource Partners 1999 - March 2012
Hinkletown Mennonite School March 2003 - July 2007
Association of Anabaptist Risk Management (AARM) 1996 - 1999
Mennonite Mutual Insurance Association 1995 - 1996
Morgan Stanley 1993 - 1994
Chicago Research & Trading (CRT) 1986 - 1993
Skills
Non-profits, Medicare, Strategic Planning, Insurance, Risk Management, Program Management, Budgets, Customer Service, Accounting, Contract Negotiation, Team Building, Executive Management, Medicaid, Leadership, Microsoft Office, Leadership Development, Healthcare, Nonprofits
Education
Goshen College 1981 — 1985
BA, Accounting
Simone Gladstone Simone Gladstone's Morgan Stanley Experience July 2000 - October 2012
Job Certified Financial Planner at Compass Rose Strategic Planners LLC
Industry Financial Services
Experience
Compass Rose Strategic Partners LLC October 2012 - Present
Morgan Stanley July 2000 - October 2012
Merrill Lynch February 1993 - July 2000
Skills
Mutual Funds
Education
Gonzaga University 1984 — 1988
BA, Biology
Compass Rose Strategic Partners LLC October 2012 - Present
Morgan Stanley July 2000 - October 2012
Merrill Lynch February 1993 - July 2000
Skills
Mutual Funds
Education
Gonzaga University 1984 — 1988
BA, Biology
Justin Bechtold Justin Bechtold's Morgan Stanley Experience June 2006 - August 2006
Job Home Remodeling Consultant
Industry Construction
Experience
Power Home Remodeling Group October 2011 - Present
Morgan Stanley Smith Barney April 2011 - August 2011
Fremco LLC July 2008 - January 2011
Morgan Stanley June 2006 - August 2006
Long Shore Sailing School June 2001 - August 2003
Skills
New Business Development, Account Management, Cold Calling, Salesforce.com, Sales, Sales Process, B2B, Sales Management, Negotiation, Marketing Strategy, Team Building, Marketing, Lead Generation, Customer Service, Direct Sales, Business Development, Sales Presentations
Education
University of New Hampshire 2003 — 2007
B.A., Psychology
Griffith University 2006 — 2006
Bachelor of Arts, Psychology
Power Home Remodeling Group October 2011 - Present
Morgan Stanley Smith Barney April 2011 - August 2011
Fremco LLC July 2008 - January 2011
Morgan Stanley June 2006 - August 2006
Long Shore Sailing School June 2001 - August 2003
Skills
New Business Development, Account Management, Cold Calling, Salesforce.com, Sales, Sales Process, B2B, Sales Management, Negotiation, Marketing Strategy, Team Building, Marketing, Lead Generation, Customer Service, Direct Sales, Business Development, Sales Presentations
Education
University of New Hampshire 2003 — 2007
B.A., Psychology
Griffith University 2006 — 2006
Bachelor of Arts, Psychology
Joshua Casto, JD, MBA, MST Joshua Casto, JD, MBA, MST's Morgan Stanley Experience October 2000 - August 2001
Job Commercial Real Estate Finance Professional
Industry Banking
Experience
Huntington National Bank August 2015 - Present
Huntington National Bank October 2009 - July 2015
Huntington National Bank September 2007 - September 2009
Ponstein Tax Service January 2007 - April 2007
Liberty Tax Service January 2006 - April 2006
Huntington National Bank March 2004 - May 2005
Morgan Stanley October 2000 - August 2001
Skills
Loans, Real Estate, Banking, Commercial Banking, Customer Service, Relationship Management, Financial Analysis, Financial Statement..., Real Estate Due..., Tax, Legal Documents, Construction Loans, Bond Closings, Corporate Taxation, Partnership Taxation, Estate Planning, Mortgage Banking Law, Regulatory Compliance, Corporate Law, Corporate Finance, Economics, Financial Planning, Merger & Acquisition...
Education
Grand Valley State University 2008 — 2009
Master of Science (MS), Taxation
Michigan State University 2001 — 2005
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
Grand Valley State University 2002 — 2003
Master of Business Administration (M.B.A.), Finance, General
The Ohio State University 1996 — 2001
Bachelor’s Degree, Financial Planning & Economics
Huntington National Bank August 2015 - Present
Huntington National Bank October 2009 - July 2015
Huntington National Bank September 2007 - September 2009
Ponstein Tax Service January 2007 - April 2007
Liberty Tax Service January 2006 - April 2006
Huntington National Bank March 2004 - May 2005
Morgan Stanley October 2000 - August 2001
Skills
Loans, Real Estate, Banking, Commercial Banking, Customer Service, Relationship Management, Financial Analysis, Financial Statement..., Real Estate Due..., Tax, Legal Documents, Construction Loans, Bond Closings, Corporate Taxation, Partnership Taxation, Estate Planning, Mortgage Banking Law, Regulatory Compliance, Corporate Law, Corporate Finance, Economics, Financial Planning, Merger & Acquisition...
Education
Grand Valley State University 2008 — 2009
Master of Science (MS), Taxation
Michigan State University 2001 — 2005
Juris Doctor (J.D.), Banking, Corporate, Finance, and Securities Law
Grand Valley State University 2002 — 2003
Master of Business Administration (M.B.A.), Finance, General
The Ohio State University 1996 — 2001
Bachelor’s Degree, Financial Planning & Economics
Mauricio Beugelmans's Morgan Stanley Experience October 2002 - September 2004
Job Partner at Beugelmans, LLP
Industry Law Practice
Experience
Beugelmans, LLP May 2009 - Present
Morgan Stanley & Co. Inc. June 2005 - May 2009
Steefel, Levitt & Weiss September 2004 - June 2005
Morgan Stanley October 2002 - September 2004
Charles Schwab August 1999 - September 2002
Skills
Securities Regulation, FINRA, Securities, Commercial Litigation, Securities Litigation, Arbitration, Internal Investigations, Mergers, Corporate Governance, Broker-Dealer, Corporate Law, Trials, Litigation, Hedge Funds, SEC, International..., Financial Services, Private Placements, Capital Markets, AML, Intellectual Property, Series 7, Mergers & Acquisitions, Series 24, Alternative Investments, Legal Research, Investment Advisory, Financial Regulation, FCPA, Mediation, Joint Ventures, Licensing, Mutual Funds, Private Equity, Class Actions, Fraud, Financial Institutions, Bankruptcy, Dispute Resolution, Estate Planning, Civil Litigation, Dodd-Frank, Privacy Law, Due Diligence, Legal Compliance, Trade Secrets, Legal Writing, Appeals, Litigation Management, Employment Law
Education
Golden Gate University, School of Law 1996 — 1998
JD, Law
University of California, Santa Cruz 1991 — 1995
BA, Politics
University of Sussex 1993 — 1994
European Politics
Beugelmans, LLP May 2009 - Present
Morgan Stanley & Co. Inc. June 2005 - May 2009
Steefel, Levitt & Weiss September 2004 - June 2005
Morgan Stanley October 2002 - September 2004
Charles Schwab August 1999 - September 2002
Skills
Securities Regulation, FINRA, Securities, Commercial Litigation, Securities Litigation, Arbitration, Internal Investigations, Mergers, Corporate Governance, Broker-Dealer, Corporate Law, Trials, Litigation, Hedge Funds, SEC, International..., Financial Services, Private Placements, Capital Markets, AML, Intellectual Property, Series 7, Mergers & Acquisitions, Series 24, Alternative Investments, Legal Research, Investment Advisory, Financial Regulation, FCPA, Mediation, Joint Ventures, Licensing, Mutual Funds, Private Equity, Class Actions, Fraud, Financial Institutions, Bankruptcy, Dispute Resolution, Estate Planning, Civil Litigation, Dodd-Frank, Privacy Law, Due Diligence, Legal Compliance, Trade Secrets, Legal Writing, Appeals, Litigation Management, Employment Law
Education
Golden Gate University, School of Law 1996 — 1998
JD, Law
University of California, Santa Cruz 1991 — 1995
BA, Politics
University of Sussex 1993 — 1994
European Politics
Nathan Hummel's Morgan Stanley Experience 2013 - Present
Job Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2013 - Present
Bank of America January 2012 - 2013
Bank of America February 2010 - January 2012
New York Life Insurance Company February 2009 - February 2010
Skills
Financial Analysis, Risk Management, Banking, Financial Modeling, Microsoft Office, Investment Banking, New Business Development, Credit Risk, Credit, Portfolio Management, Insurance, Teamwork, Marketing, Loans, Economics, Access, Customer Satisfaction, Analysis, Strategic Planning, Microsoft Word, Trading, Risk, Credit Analysis, Commercial Banking, Underwriting, Financial Planning, Customer Service, Excel, Compliance, Outlook, Word, PowerPoint, Commercial Lending, Real Estate, Negotiation, Problem Solving, Coaching, Account Management, Mentoring, Management Consulting, Translation
Education
Guilford College 2004 — 2008
Bachelor of Arts, B.A. Economics, B.A. History
Gilman School 2000 — 2004
Morgan Stanley 2013 - Present
Bank of America January 2012 - 2013
Bank of America February 2010 - January 2012
New York Life Insurance Company February 2009 - February 2010
Skills
Financial Analysis, Risk Management, Banking, Financial Modeling, Microsoft Office, Investment Banking, New Business Development, Credit Risk, Credit, Portfolio Management, Insurance, Teamwork, Marketing, Loans, Economics, Access, Customer Satisfaction, Analysis, Strategic Planning, Microsoft Word, Trading, Risk, Credit Analysis, Commercial Banking, Underwriting, Financial Planning, Customer Service, Excel, Compliance, Outlook, Word, PowerPoint, Commercial Lending, Real Estate, Negotiation, Problem Solving, Coaching, Account Management, Mentoring, Management Consulting, Translation
Education
Guilford College 2004 — 2008
Bachelor of Arts, B.A. Economics, B.A. History
Gilman School 2000 — 2004
Nick Romero Nick Romero's Morgan Stanley Experience August 2012 - Present
Job
Industry Financial Services
Experience
Morgan Stanley August 2012 - Present
Skills
Private Equity, Venture Capital, Investment Banking, Equities, Emerging Markets, Strategy, Strategic Partnerships, Trading, Negotiation, Digital Media, Sales, Financial Modeling, Valuation, Investments, Corporate Finance, Capital Markets, Pricing
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA, Finance, Real Estate
University of California, Santa Barbara 2000 — 2004
BA, Business / Economics - Accounting
Gonzaga University 2002 — 2003
International Business, Italian
Morgan Stanley August 2012 - Present
Skills
Private Equity, Venture Capital, Investment Banking, Equities, Emerging Markets, Strategy, Strategic Partnerships, Trading, Negotiation, Digital Media, Sales, Financial Modeling, Valuation, Investments, Corporate Finance, Capital Markets, Pricing
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA, Finance, Real Estate
University of California, Santa Barbara 2000 — 2004
BA, Business / Economics - Accounting
Gonzaga University 2002 — 2003
International Business, Italian
Brad Hulst, CFP(R) Brad Hulst, CFP(R)'s Morgan Stanley Experience March 2004 - April 2005
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. August 2006 - Present
5/3 Securities April 2005 - August 2006
Morgan Stanley March 2004 - April 2005
New York Life Insurance Company January 2003 - March 2004
Education
Grand Valley State University 1998 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
Kingston University 2001 — 2001
International Business
Robert W. Baird & Co. August 2006 - Present
5/3 Securities April 2005 - August 2006
Morgan Stanley March 2004 - April 2005
New York Life Insurance Company January 2003 - March 2004
Education
Grand Valley State University 1998 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
Kingston University 2001 — 2001
International Business
Alan Liljegren Alan Liljegren's Morgan Stanley Experience December 2007 - November 2008
Job Vice President Director of Sales and Marketing at PMReview
Industry Insurance
Experience
PMReview September 2011 - Present
PMReview September 2011 - Present
UBS November 2008 - September 2011
Morgan Stanley December 2007 - November 2008
JPMorgan Chase May 2007 - December 2007
SunTrust Investment Services May 2004 - May 2007
Skills
Fixed Annuities, Insurance, Retirement Planning, Investments, Mutual Funds, Health Insurance, Life Insurance, Term Life Insurance, Strategic Financial..., Risk Management, Financial Services, Financial Analysis, Series 7, Banking, Series 63, Sales Operations, Marketing Management, Long-term Care, Long Term Care Insurance, IRAs, Retirement, Financial Planning, Disability Insurance, Underwriting
Education
University of Florida 1996 — 1999
Bachelor of Arts, English/Anthropology
Santa Fe Community College 1995 — 1996
AA, English/Anthropology
Greensboro College 1992 — 1995
Psychology
PMReview September 2011 - Present
PMReview September 2011 - Present
UBS November 2008 - September 2011
Morgan Stanley December 2007 - November 2008
JPMorgan Chase May 2007 - December 2007
SunTrust Investment Services May 2004 - May 2007
Skills
Fixed Annuities, Insurance, Retirement Planning, Investments, Mutual Funds, Health Insurance, Life Insurance, Term Life Insurance, Strategic Financial..., Risk Management, Financial Services, Financial Analysis, Series 7, Banking, Series 63, Sales Operations, Marketing Management, Long-term Care, Long Term Care Insurance, IRAs, Retirement, Financial Planning, Disability Insurance, Underwriting
Education
University of Florida 1996 — 1999
Bachelor of Arts, English/Anthropology
Santa Fe Community College 1995 — 1996
AA, English/Anthropology
Greensboro College 1992 — 1995
Psychology
Ilona Bass Ilona Bass's Morgan Stanley Experience April 2009 - December 2014
Job Project Management Professional (PMP®), Program Manager, Financial Services Operations Leader
Industry Financial Services
Experience
Wells Fargo February 2015 - Present
Morgan Stanley April 2009 - December 2014
Fannie Mae (Contract) December 2008 - April 2009
Wells Fargo, Corporate Trust Services December 2005 - September 2008
Wells Fargo, Wholesale Services August 2004 - December 2005
Wells Fargo, Commercial Mortgage Group November 2001 - August 2004
Wells Fargo, Internet Services April 1997 - November 2001
Skills
Risk Management, Vendor Management, Business Process..., Operations Management, Financial Services, Management, Project Management, Strategy, Process Improvement, Business Analysis, Leadership, Securities, Portfolio Management, Performance Management, Finance, Operational Risk..., Training, Integration, Project Portfolio..., Banking, Strategic Planning, BPO
Education
Golden Gate University
Master of Business Administration (M.B.A.), Management
Manhattanville College
BA, Economics
Wells Fargo February 2015 - Present
Morgan Stanley April 2009 - December 2014
Fannie Mae (Contract) December 2008 - April 2009
Wells Fargo, Corporate Trust Services December 2005 - September 2008
Wells Fargo, Wholesale Services August 2004 - December 2005
Wells Fargo, Commercial Mortgage Group November 2001 - August 2004
Wells Fargo, Internet Services April 1997 - November 2001
Skills
Risk Management, Vendor Management, Business Process..., Operations Management, Financial Services, Management, Project Management, Strategy, Process Improvement, Business Analysis, Leadership, Securities, Portfolio Management, Performance Management, Finance, Operational Risk..., Training, Integration, Project Portfolio..., Banking, Strategic Planning, BPO
Education
Golden Gate University
Master of Business Administration (M.B.A.), Management
Manhattanville College
BA, Economics
Scott Bundgaard Scott Bundgaard's Morgan Stanley Experience January 1997 - January 2002
Job Founder & CEO, ProcureNetworks.com
Industry Internet
Experience
ProcureNetworks.com January 2012 - Present
Arizona State Senate January 2011 - January 2012
The Joe Foss Institute November 2009 - October 2011
SchoolSupplyStore January 2008 - October 2009
JPMorgan April 2006 - December 2007
Retail Brokers, Inc. June 2005 - May 2006
Pierson Capital January 2003 - June 2005
Arizona State Senate January 1997 - January 2003
Morgan Stanley January 1997 - January 2002
Arizona House of Representatives January 1995 - January 1996
Skills
Management, Real Estate, Business Intelligence, Government Procurement, Marketing Strategy, Media Relations, Negotiation, Lobbying, Marketing Communications, Consulting, Social Media Marketing, Relationship Management, Entrepreneurship, Private Equity, Contract Negotiation, Business Strategy, Team Leadership, Strategic Planning, Visionary Thinking, Public Speaking, Government, Policy, Joint Ventures, Leadership, Financial Services, Non-profits, Business Development, Social Media, Team Building, Business Planning, Strategic Partnerships, Strategy, Finance, Strategic Consulting, New Business Development, Management Consulting, Leadership Development, International Business, Executive Management, Program Management, Financial Analysis, Digital Marketing, Marketing, Corporate Branding, Due Diligence, Government Relations, Investments, Nonprofits, Analysis, Public Policy
Education
Thunderbird School of Global Management 2003 — 2005
MBA
Grand Canyon University 1986 — 1990
BS
ProcureNetworks.com January 2012 - Present
Arizona State Senate January 2011 - January 2012
The Joe Foss Institute November 2009 - October 2011
SchoolSupplyStore January 2008 - October 2009
JPMorgan April 2006 - December 2007
Retail Brokers, Inc. June 2005 - May 2006
Pierson Capital January 2003 - June 2005
Arizona State Senate January 1997 - January 2003
Morgan Stanley January 1997 - January 2002
Arizona House of Representatives January 1995 - January 1996
Skills
Management, Real Estate, Business Intelligence, Government Procurement, Marketing Strategy, Media Relations, Negotiation, Lobbying, Marketing Communications, Consulting, Social Media Marketing, Relationship Management, Entrepreneurship, Private Equity, Contract Negotiation, Business Strategy, Team Leadership, Strategic Planning, Visionary Thinking, Public Speaking, Government, Policy, Joint Ventures, Leadership, Financial Services, Non-profits, Business Development, Social Media, Team Building, Business Planning, Strategic Partnerships, Strategy, Finance, Strategic Consulting, New Business Development, Management Consulting, Leadership Development, International Business, Executive Management, Program Management, Financial Analysis, Digital Marketing, Marketing, Corporate Branding, Due Diligence, Government Relations, Investments, Nonprofits, Analysis, Public Policy
Education
Thunderbird School of Global Management 2003 — 2005
MBA
Grand Canyon University 1986 — 1990
BS
Deborah Solvason's Morgan Stanley Experience 1984 - 1988
Job Realtor at Bradley Real Estate, Inc.
Industry Real Estate
Experience
Bradley Real Estate, Inc. October 2001 - Present
Hollis and Associates 1990 - 1992
The Reininga Company 1987 - 1991
Morgan Stanley 1984 - 1988
Skills
Real Estate, Short Sales, Investment Properties, Sellers, Real Estate Transactions, REO, First Time Home Buyers, Buyer Representation, Leases, Single Family Homes, Residential Homes, Luxury, Rentals, Negotiation, Sales, Relocation, Listings, Condos, Foreclosures, Investors, Referrals, Buyers, Investments, Marketing, 1031 Exchanges, SFR, New Home Sales, Seniors, Selling, Real Property, Townhomes, New Homes, Home Staging, Property Management
Education
Golden Gate University 1982 — 1984
Bachelors of Science, Business Management
University of California, Santa Barbara 1980 — 1982
Bachelor of Science, General Undergraduate
Marin Catholic 1977 — 1980
High School Diploma
Bradley Real Estate, Inc. October 2001 - Present
Hollis and Associates 1990 - 1992
The Reininga Company 1987 - 1991
Morgan Stanley 1984 - 1988
Skills
Real Estate, Short Sales, Investment Properties, Sellers, Real Estate Transactions, REO, First Time Home Buyers, Buyer Representation, Leases, Single Family Homes, Residential Homes, Luxury, Rentals, Negotiation, Sales, Relocation, Listings, Condos, Foreclosures, Investors, Referrals, Buyers, Investments, Marketing, 1031 Exchanges, SFR, New Home Sales, Seniors, Selling, Real Property, Townhomes, New Homes, Home Staging, Property Management
Education
Golden Gate University 1982 — 1984
Bachelors of Science, Business Management
University of California, Santa Barbara 1980 — 1982
Bachelor of Science, General Undergraduate
Marin Catholic 1977 — 1980
High School Diploma
Dave Gorka Dave Gorka's Morgan Stanley Experience 2000 - 2002
Job Owner, B Practical Solutions Inc.
Industry Internet
Experience
B Practical Solutions Inc. April 2002 - Present
Van Kampen Investments April 1992 - April 2002
FSC Paper Company February 1988 - March 2002
Morgan Stanley 2000 - 2002
Sargent & Lundy January 1980 - January 1987
Education
Governors State University 1983 — 1989
B Practical Solutions Inc. April 2002 - Present
Van Kampen Investments April 1992 - April 2002
FSC Paper Company February 1988 - March 2002
Morgan Stanley 2000 - 2002
Sargent & Lundy January 1980 - January 1987
Education
Governors State University 1983 — 1989
Adam Schwallier Adam Schwallier's Morgan Stanley Experience June 2001 - August 2005
Job President, Schwallier Wealth Management LLC
Industry Investment Management
Experience
Schwallier Wealth Management LLC September 2007 - Present
A.G. Edwards August 2005 - September 2007
Morgan Stanley June 2001 - August 2005
Lincoln Financial Group April 1997 - May 2001
Skills
Wealth Management, Mutual Funds, Retirement, Financial Planning, Pensions, Estate Planning, Insurance, Annuities, Investments, Asset Allocation, Excel, Asset Management, Portfolio Management, Retirement Planning, Equities, Investment Advisory, IRA's, Investment Strategies, Retirement Income..., Financial Advisory, High Net Worth..., Fixed Income, Bonds, Securities
Education
University of Michigan 1991 — 1996
Bachelor of Science, Mathematics of Finance
Grand Rapids Community College 1992 — 1993
Bachelor of Science (B.S.), Mathematics of Finance
West Catholic High School 1987 — 1991
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Schwallier Wealth Management LLC September 2007 - Present
A.G. Edwards August 2005 - September 2007
Morgan Stanley June 2001 - August 2005
Lincoln Financial Group April 1997 - May 2001
Skills
Wealth Management, Mutual Funds, Retirement, Financial Planning, Pensions, Estate Planning, Insurance, Annuities, Investments, Asset Allocation, Excel, Asset Management, Portfolio Management, Retirement Planning, Equities, Investment Advisory, IRA's, Investment Strategies, Retirement Income..., Financial Advisory, High Net Worth..., Fixed Income, Bonds, Securities
Education
University of Michigan 1991 — 1996
Bachelor of Science, Mathematics of Finance
Grand Rapids Community College 1992 — 1993
Bachelor of Science (B.S.), Mathematics of Finance
West Catholic High School 1987 — 1991
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program
Adam Berlin Adam Berlin's Morgan Stanley Experience 1996 - 2000
Job PresidentSunwealth Management
Industry Financial Services
Experience
Sunwealth Management November 2013 - Present
Primary Residential Mortgage August 2014 - Present
Merrill Lynch September 2010 - October 2013
Tesla Motors February 2010 - October 2010
The Wall Street Collection May 2009 - January 2010
Sports and Imports April 2002 - March 2008
UBS 2000 - January 2002
Morgan Stanley 1996 - 2000
Skills
Strategic Planning, Start-ups, Investments, Portfolio Management, Risk Management, Financial Analysis, Strategic Financial..., New Business Development, Credit, Wealth Management, Social Networking, Management, Asset Managment, Roth IRA, Finance, Sales, Banking, Financial Services, Asset Allocation, Asset Management, Advertising, Mortgage Lending, Real Estate, Entrepreneurship, Business Development, Budgets, Business Planning, Business Strategy, Analysis, Accounting, Mergers & Acquisitions
Education
Rowan University 1995 — 1996
BA, Criminal Justice
Green Mountain College 1993 — 1994
Sunwealth Management November 2013 - Present
Primary Residential Mortgage August 2014 - Present
Merrill Lynch September 2010 - October 2013
Tesla Motors February 2010 - October 2010
The Wall Street Collection May 2009 - January 2010
Sports and Imports April 2002 - March 2008
UBS 2000 - January 2002
Morgan Stanley 1996 - 2000
Skills
Strategic Planning, Start-ups, Investments, Portfolio Management, Risk Management, Financial Analysis, Strategic Financial..., New Business Development, Credit, Wealth Management, Social Networking, Management, Asset Managment, Roth IRA, Finance, Sales, Banking, Financial Services, Asset Allocation, Asset Management, Advertising, Mortgage Lending, Real Estate, Entrepreneurship, Business Development, Budgets, Business Planning, Business Strategy, Analysis, Accounting, Mergers & Acquisitions
Education
Rowan University 1995 — 1996
BA, Criminal Justice
Green Mountain College 1993 — 1994
Lauren Bezak's Morgan Stanley Experience June 2015 - Present
Job Private Wealth Management Associate
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
JP Morgan Chase Bank December 2014 - Present
JP Morgan Chase Bank October 2013 - December 2014
Men's Wearhouse April 2013 - October 2013
Men's Wearhouse September 2008 - April 2013
Saint Mary's Health Care September 2009 - May 2010
Education
Grand Valley State University 2006 — 2010
B.S, Communications
Grand Valley State University 2006 — 2010
B.S, Communications emphasis Public Relations 2010
Morgan Stanley June 2015 - Present
JP Morgan Chase Bank December 2014 - Present
JP Morgan Chase Bank October 2013 - December 2014
Men's Wearhouse April 2013 - October 2013
Men's Wearhouse September 2008 - April 2013
Saint Mary's Health Care September 2009 - May 2010
Education
Grand Valley State University 2006 — 2010
B.S, Communications
Grand Valley State University 2006 — 2010
B.S, Communications emphasis Public Relations 2010
Landon Kane Landon Kane's Morgan Stanley Experience October 2003 - August 2004
Job Marketing specialist | Relationship Management | Customer Experience Architect
Industry Facilities Services
Experience
Jump Supply September 2013 - May 2015
Western & Southern Financial Group October 2007 - January 2013
Fidelity Investments February 2005 - September 2007
Morgan Stanley October 2003 - August 2004
Custer, Grand Rapids May 1998 - May 2002
US Navy Reserve July 1993 - July 1999
The Southwestern Company April 1996 - August 1998
Cintas August 1996 - May 1997
US Navy October 1992 - July 1993
US Navy July 1991 - October 1992
Skills
Traders, Compliance oversight, Bonds, Options, Equity Trading, Alternative Investments, Error correction, New Accounts, Margin, Precious Metals, Bank Wire, Pershing, NFS, Fidelity, Merlin, Negotiation, Market Maker, Strategic Planning, Monte Carlo Simulation, Financial Planning, Mutual Funds, Life Insurance, Pension Planning, Retirement Planning, Strategic Financial..., Leadership, Sales, Sales Operations, Management, Budgets
Education
Liberty University 2011 — 2013
MBA
Liberty University 2009 — 2011
Master of Arts
Grand Valley State University 1995 — 1998
BS
Jump Supply September 2013 - May 2015
Western & Southern Financial Group October 2007 - January 2013
Fidelity Investments February 2005 - September 2007
Morgan Stanley October 2003 - August 2004
Custer, Grand Rapids May 1998 - May 2002
US Navy Reserve July 1993 - July 1999
The Southwestern Company April 1996 - August 1998
Cintas August 1996 - May 1997
US Navy October 1992 - July 1993
US Navy July 1991 - October 1992
Skills
Traders, Compliance oversight, Bonds, Options, Equity Trading, Alternative Investments, Error correction, New Accounts, Margin, Precious Metals, Bank Wire, Pershing, NFS, Fidelity, Merlin, Negotiation, Market Maker, Strategic Planning, Monte Carlo Simulation, Financial Planning, Mutual Funds, Life Insurance, Pension Planning, Retirement Planning, Strategic Financial..., Leadership, Sales, Sales Operations, Management, Budgets
Education
Liberty University 2011 — 2013
MBA
Liberty University 2009 — 2011
Master of Arts
Grand Valley State University 1995 — 1998
BS
Rakesh Parmar's Morgan Stanley Experience October 2014 - Present
Job Full Stack Web Developer
Industry Computer Software
Experience
Morgan Stanley October 2014 - Present
International Financial Data Services February 2014 - September 2014
Barclays February 2013 - January 2014
Morgan Stanley September 2007 - January 2013
Gateway Technolabs Pvt. Ltd. May 2006 - September 2007
Aditya Infotech Ltd January 2004 - May 2006
Skills
ASP.NET, ASP.NET AJAX, C#, WCF, jQuery, Database Design, Design Patterns, SQL Server 2005/2000, Software Project..., Project Management, WPF, HTML, C# 4.0, PL/SQL, Enterprise Architecture, HTML 5, ASP.NET MVC, Microsoft SQL Server, .NET, Web Services, Software Development, Agile Methodologies, Spring, Java Enterprise Edition, SDLC, Requirements Analysis, Hibernate, OOP, AJAX, XML, Web Applications, TFS, Team Synergy, Oracle, Agile Project Management, SOA, VB.NET, Scrum, UML, SQL, JSP, Databases
Education
Gujarat University
Master of Computer Application (M.C.A.), Computer Application, First
Gujarat University
Bachelor of Computer Application (B.C.A), Computer Application, First
Morgan Stanley October 2014 - Present
International Financial Data Services February 2014 - September 2014
Barclays February 2013 - January 2014
Morgan Stanley September 2007 - January 2013
Gateway Technolabs Pvt. Ltd. May 2006 - September 2007
Aditya Infotech Ltd January 2004 - May 2006
Skills
ASP.NET, ASP.NET AJAX, C#, WCF, jQuery, Database Design, Design Patterns, SQL Server 2005/2000, Software Project..., Project Management, WPF, HTML, C# 4.0, PL/SQL, Enterprise Architecture, HTML 5, ASP.NET MVC, Microsoft SQL Server, .NET, Web Services, Software Development, Agile Methodologies, Spring, Java Enterprise Edition, SDLC, Requirements Analysis, Hibernate, OOP, AJAX, XML, Web Applications, TFS, Team Synergy, Oracle, Agile Project Management, SOA, VB.NET, Scrum, UML, SQL, JSP, Databases
Education
Gujarat University
Master of Computer Application (M.C.A.), Computer Application, First
Gujarat University
Bachelor of Computer Application (B.C.A), Computer Application, First
Phillip Hales Phillip Hales's Morgan Stanley Experience June 2015 - Present
Job Strategic Communications and Change Professional
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Mercer June 2013 - June 2015
Deloitte July 2012 - April 2013
Deloitte August 2010 - July 2012
Hewitt Associates January 2008 - August 2010
Edelman February 2006 - February 2008
Skills
Strategy, Employee Benefits, End User Training, Project Plans, Strategic Communications, Management Consulting, Change Management, Employee Engagement, Internal Communications, Project Management, Onboarding
Education
Grinnell College
Bachelor of Arts
Morgan Stanley June 2015 - Present
Mercer June 2013 - June 2015
Deloitte July 2012 - April 2013
Deloitte August 2010 - July 2012
Hewitt Associates January 2008 - August 2010
Edelman February 2006 - February 2008
Skills
Strategy, Employee Benefits, End User Training, Project Plans, Strategic Communications, Management Consulting, Change Management, Employee Engagement, Internal Communications, Project Management, Onboarding
Education
Grinnell College
Bachelor of Arts
Shea Dibley Shea Dibley's Morgan Stanley Experience March 2012 - May 2013
Job Insurance Agent Dedicated to Protecting You From What You Hope Will Never Happen
Industry Financial Services
Experience
Farmers Insurance May 2014 - Present
Aflac May 2013 - Present
Cindy Donaldson Allstate Agency September 2013 - February 2014
Morgan Stanley March 2012 - May 2013
Centrum Financial Group April 2011 - November 2011
TD Bank June 2005 - May 2010
Skills
Piano Instructor, Phi Sigma Kappa..., Vocal Coaching, Customer Service, Loans, Investments, Financial Planning, Insurance, Retirement, Retirement Planning, Securities, Employee Benefits, Banking, Life Insurance, Management, Disability Insurance, Risk Management
Education
Gettysburg College 1997 — 2001
Management, Business Management and Music
Farmers Insurance May 2014 - Present
Aflac May 2013 - Present
Cindy Donaldson Allstate Agency September 2013 - February 2014
Morgan Stanley March 2012 - May 2013
Centrum Financial Group April 2011 - November 2011
TD Bank June 2005 - May 2010
Skills
Piano Instructor, Phi Sigma Kappa..., Vocal Coaching, Customer Service, Loans, Investments, Financial Planning, Insurance, Retirement, Retirement Planning, Securities, Employee Benefits, Banking, Life Insurance, Management, Disability Insurance, Risk Management
Education
Gettysburg College 1997 — 2001
Management, Business Management and Music
Patrick Fearon Patrick Fearon's Morgan Stanley Experience June 1993 - August 1995
Job U.S. Domestic Tax Consultant
Industry Accounting
Experience
Parker & Lynch 2010 - Present
Babcock & Brown March 2007 - March 2010
Chevron September 2005 - August 2006
Providian Financial June 1997 - September 2005
Morgan Stanley June 1993 - August 1995
Education
Golden Gate University
M.S., Taxation
Parker & Lynch 2010 - Present
Babcock & Brown March 2007 - March 2010
Chevron September 2005 - August 2006
Providian Financial June 1997 - September 2005
Morgan Stanley June 1993 - August 1995
Education
Golden Gate University
M.S., Taxation
Eddie Cairnie Eddie Cairnie's Morgan Stanley Experience August 1997 - July 2004
Job Executive Director at Citi
Industry Financial Services
Experience
Citi November 2008 - Present
Lehman Brothers August 2004 - October 2008
Morgan Stanley August 1997 - July 2004
Cairnie Associates May 1994 - July 1997
Salomon Brothers April 1989 - April 1994
Skills
Investment Banking, Financial Markets, Fixed Income, Financial Analysis, Reference Data, Market Data, Derivatives, Management, Capital Markets, Financial Modeling, Accounts Payable, Account Reconciliation, Asset Managment, Electronic Trading, Equities, Hedge Funds, Prime Brokerage, Business Strategy, Vendor Management, Equity Derivatives, Asset Management, Risk Management, Finance, Credit Derivatives, Interest Rate..., Valuation, Middle Office, Trading Systems, Structured Products, Swaps, Securities, Process Engineering, Financial Services, Expense Management, Process Improvement, FX Options, Business Analysis, Program Management, Business Intelligence, Cost Reduction, Strategic Leadership
Education
CIMA (Chartered Institute of Management Accountants)
Glasgow Caledonian University
B.A. in Accountancy, Accountacy
Citi November 2008 - Present
Lehman Brothers August 2004 - October 2008
Morgan Stanley August 1997 - July 2004
Cairnie Associates May 1994 - July 1997
Salomon Brothers April 1989 - April 1994
Skills
Investment Banking, Financial Markets, Fixed Income, Financial Analysis, Reference Data, Market Data, Derivatives, Management, Capital Markets, Financial Modeling, Accounts Payable, Account Reconciliation, Asset Managment, Electronic Trading, Equities, Hedge Funds, Prime Brokerage, Business Strategy, Vendor Management, Equity Derivatives, Asset Management, Risk Management, Finance, Credit Derivatives, Interest Rate..., Valuation, Middle Office, Trading Systems, Structured Products, Swaps, Securities, Process Engineering, Financial Services, Expense Management, Process Improvement, FX Options, Business Analysis, Program Management, Business Intelligence, Cost Reduction, Strategic Leadership
Education
CIMA (Chartered Institute of Management Accountants)
Glasgow Caledonian University
B.A. in Accountancy, Accountacy
Carmel Stephano Carmel Stephano's Morgan Stanley Experience January 2014 - Present
Job Client Service Associate, Morgan Stanley
Industry Management Consulting
Experience
Morgan Stanley January 2014 - Present
Middletown Golf Management 2011 - Present
Delaware Association for the Blind 2007 - October 2013
Frog Hollow Golf Club March 2011 - May 2013
Diocese of Delaware May 2009 - March 2011
Prudential Fox & Roach 2003 - 2011
Delaware National Country Club 2007 - 2010
Raymond W. Cobb, Esquire 1999 - 2001
DuPont 1988 - 1993
Skills
Fundraising, Event Planning, Advertising, Budgets, Account Management, Contract Negotiation, Customer Service, Email Marketing, Event Management, Facebook, Hospitality, Management, Market Research, Marketing, Public Relations, Real Estate, Social Networking, Strategic Planning
Education
Goldey-Beacom College
Accounting
Morgan Stanley January 2014 - Present
Middletown Golf Management 2011 - Present
Delaware Association for the Blind 2007 - October 2013
Frog Hollow Golf Club March 2011 - May 2013
Diocese of Delaware May 2009 - March 2011
Prudential Fox & Roach 2003 - 2011
Delaware National Country Club 2007 - 2010
Raymond W. Cobb, Esquire 1999 - 2001
DuPont 1988 - 1993
Skills
Fundraising, Event Planning, Advertising, Budgets, Account Management, Contract Negotiation, Customer Service, Email Marketing, Event Management, Facebook, Hospitality, Management, Market Research, Marketing, Public Relations, Real Estate, Social Networking, Strategic Planning
Education
Goldey-Beacom College
Accounting
Richard Hermerding,MBA,MSIS,MA, CPA,CGMA,CFE,CMA Richard Hermerding,MBA,MSIS,MA, CPA,CGMA,CFE,CMA's Morgan Stanley Experience 2003 - 2004
Job Principal / ConsultantThe Silicon Valley Accounting Group
Industry Accounting
Experience
The Silicon Valley Accounting Group 2013 - Present
PATCA - Professional and Technical Consultants Association 2012 - 2014
Hermerding and Associates 2011 - 2012
OLIVO-CPA (HD Vest Financial Services) August 1999 - December 2010
HD Vest Financial Services 2005 - 2010
SOAProjects 2004 - 2009
Morgan Stanley 2003 - 2004
Lytton Gardens Senior Communities 2000 - 2002
Smurfit-Stone September 1998 - July 1999
Rigging International April 1995 - September 1998
Skills
Sarbanes-Oxley Act, Accounting, Internal Controls, Auditing, Internal Audit, Financial Reporting, Managerial Finance, Finance, Strategic Financial..., Mergers & Acquisitions, Management, Risk Management, Start-ups, Forensic Accounting, Cash Management, Forecasting, Analysis, CPA, Fraud, Due Diligence, Financial Modeling, Financial Analysis, SEC filings, Cash Flow, Corporate Finance, Financial Accounting, Cost Accounting, Audit, Insurance, Real Estate, Banking, US GAAP, Corporate Management, Compliance Management, Financial Control, Financial Management, Financial Risk, Revenue Recognition, IFRS, Budget Analysis, Expert Witness, Financial Planning, GAAP, Governance, Mediation, Strategic Planning, Mortgage, Risk, Senior LIving, Tax
Education
Golden Gate University 1993 — 1999
MS, Information Systems
Ohio University
MA, International Business/International Affairs
Ohio University
MBA, Accounting and Finance
Ohio University
BA, German and Russian
The University of Salzburg, or Paris Lodron University Universität Salzburg)
German Language Studies, Liberal Arts and Sciences, General Studies and Humanities
Defense Language Institute-Monterey, CA
Certificate, Russian Language
The Silicon Valley Accounting Group 2013 - Present
PATCA - Professional and Technical Consultants Association 2012 - 2014
Hermerding and Associates 2011 - 2012
OLIVO-CPA (HD Vest Financial Services) August 1999 - December 2010
HD Vest Financial Services 2005 - 2010
SOAProjects 2004 - 2009
Morgan Stanley 2003 - 2004
Lytton Gardens Senior Communities 2000 - 2002
Smurfit-Stone September 1998 - July 1999
Rigging International April 1995 - September 1998
Skills
Sarbanes-Oxley Act, Accounting, Internal Controls, Auditing, Internal Audit, Financial Reporting, Managerial Finance, Finance, Strategic Financial..., Mergers & Acquisitions, Management, Risk Management, Start-ups, Forensic Accounting, Cash Management, Forecasting, Analysis, CPA, Fraud, Due Diligence, Financial Modeling, Financial Analysis, SEC filings, Cash Flow, Corporate Finance, Financial Accounting, Cost Accounting, Audit, Insurance, Real Estate, Banking, US GAAP, Corporate Management, Compliance Management, Financial Control, Financial Management, Financial Risk, Revenue Recognition, IFRS, Budget Analysis, Expert Witness, Financial Planning, GAAP, Governance, Mediation, Strategic Planning, Mortgage, Risk, Senior LIving, Tax
Education
Golden Gate University 1993 — 1999
MS, Information Systems
Ohio University
MA, International Business/International Affairs
Ohio University
MBA, Accounting and Finance
Ohio University
BA, German and Russian
The University of Salzburg, or Paris Lodron University Universität Salzburg)
German Language Studies, Liberal Arts and Sciences, General Studies and Humanities
Defense Language Institute-Monterey, CA
Certificate, Russian Language
Jason Wenk Jason Wenk's Morgan Stanley Experience February 2000 - December 2001
Job President at FormulaFolio Investments, LLC.
Industry Financial Services
Experience
Retirement Wealth Advisors, Inc January 2005 - Present
FormulaFolio Investments, LLC. 2005 - Present
Morgan Stanley February 2000 - December 2001
Skills
Asset Managment, Investments, Portfolio Management, Hedge Funds, Financial Analysis, Retirement Planning, Investment Management, Wealth Management, Equities, Series 7, Estate Planning, Financial Modeling, Fixed Income, Insurance, Risk Management, Retirement, Investment Strategies, Series 63, Alternative Investments, Investment Advisory, Fixed Annuities, Mutual Funds, Financial Services, Securities, Strategic Financial..., Financial Advisory, Asset Allocation, Bonds, Finance, ETFs, Wealth, Capital Markets, 401k, IRAs, Wealth Accumulation, Roth IRA, Asset Management, Financial Planners, Pensions, 401k Rollovers, Personal Finance, Long-term Care, Stocks, Trading, Venture Capital, Wealth Management..., FINRA, Financial Planning
Education
Grand Valley State University 1998 — 1999
n/a, Computer science
Retirement Wealth Advisors, Inc January 2005 - Present
FormulaFolio Investments, LLC. 2005 - Present
Morgan Stanley February 2000 - December 2001
Skills
Asset Managment, Investments, Portfolio Management, Hedge Funds, Financial Analysis, Retirement Planning, Investment Management, Wealth Management, Equities, Series 7, Estate Planning, Financial Modeling, Fixed Income, Insurance, Risk Management, Retirement, Investment Strategies, Series 63, Alternative Investments, Investment Advisory, Fixed Annuities, Mutual Funds, Financial Services, Securities, Strategic Financial..., Financial Advisory, Asset Allocation, Bonds, Finance, ETFs, Wealth, Capital Markets, 401k, IRAs, Wealth Accumulation, Roth IRA, Asset Management, Financial Planners, Pensions, 401k Rollovers, Personal Finance, Long-term Care, Stocks, Trading, Venture Capital, Wealth Management..., FINRA, Financial Planning
Education
Grand Valley State University 1998 — 1999
n/a, Computer science
Julie E. Caggiano Julie E. Caggiano's Morgan Stanley Experience March 2013 - August 2014
Job Administrative Assistant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group June 2015 - Present
Testo USA November 2014 - April 2015
UOB Kay Hian August 2014 - October 2014
Morgan Stanley March 2013 - August 2014
Morgan Stanley May 2010 - March 2013
UBS October 2007 - May 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Event Planning
Education
Greensboro College 2002 — 2006
Bachelor of Arts (BA), English & Communications
The Boston Consulting Group June 2015 - Present
Testo USA November 2014 - April 2015
UOB Kay Hian August 2014 - October 2014
Morgan Stanley March 2013 - August 2014
Morgan Stanley May 2010 - March 2013
UBS October 2007 - May 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Event Planning
Education
Greensboro College 2002 — 2006
Bachelor of Arts (BA), English & Communications
Amy Neely's Morgan Stanley Experience 1999 - 2005
Job Registered Senior Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2012 - Present
Raymond James Financial Inc. May 2011 - January 2012
Merrill Lynch September 2005 - May 2011
Morgan Stanley 1999 - 2005
Skills
Series 7, Series 66, Notary Public, Wealth Management..., Investment Advisory, Retirement Planning, Customer Service, Investments, Wealth Management, Asset Management
Education
Michigan State University 1992 — 1996
Bachelor of Science (B.S.), Packaging Science
Glen Oaks Community College 1989 — 1991
Associate's degree, Business
Sturgis High School 1986 — 1989
High School Diploma
Merrill Lynch January 2012 - Present
Raymond James Financial Inc. May 2011 - January 2012
Merrill Lynch September 2005 - May 2011
Morgan Stanley 1999 - 2005
Skills
Series 7, Series 66, Notary Public, Wealth Management..., Investment Advisory, Retirement Planning, Customer Service, Investments, Wealth Management, Asset Management
Education
Michigan State University 1992 — 1996
Bachelor of Science (B.S.), Packaging Science
Glen Oaks Community College 1989 — 1991
Associate's degree, Business
Sturgis High School 1986 — 1989
High School Diploma
Robert Khoury Robert Khoury's Morgan Stanley Experience June 2012 - August 2012
Job Litigation Associate at BDO USA, LLP
Industry
Experience
BDO USA, LLP December 2014 - Present
UPS October 2014 - December 2014
Great Gettysburg Addresses July 2013 - November 2013
Morgan Stanley June 2012 - August 2012
Mount Tabor Country Club May 2007 - June 2012
Skills
Community Outreach, Social Media, Operating Budgets, Fundraising, Communication, Leadership, Microsoft Excel, Golf, Social Networking, Philanthropy, Public Relations, Teamwork
Education
Gettysburg College 2010 — 2014
History and Civil War Era Studies
BDO USA, LLP December 2014 - Present
UPS October 2014 - December 2014
Great Gettysburg Addresses July 2013 - November 2013
Morgan Stanley June 2012 - August 2012
Mount Tabor Country Club May 2007 - June 2012
Skills
Community Outreach, Social Media, Operating Budgets, Fundraising, Communication, Leadership, Microsoft Excel, Golf, Social Networking, Philanthropy, Public Relations, Teamwork
Education
Gettysburg College 2010 — 2014
History and Civil War Era Studies
Alex Teece Alex Teece's Morgan Stanley Experience June 2011 - August 2011
Job Ed.M. Candidate, Zuckerman Fellow at Harvard Graduate School of Education
Industry Higher Education
Experience
DreamHouse, Inc. May 2015 - Present
Bank of Hawaii September 2014 - May 2015
Teach For America June 2013 - June 2014
Teach for America June 2012 - May 2013
Teach For America May 2012 - July 2012
Morgan Stanley June 2011 - August 2011
Teach for America May 2010 - July 2010
Teach for America June 2008 - July 2010
Merrill Lynch August 2007 - December 2007
UBS Wealth Management June 2007 - August 2007
Skills
Classroom Management, Community Outreach, Educational Technology, Emotional Intelligence, Grant Writing, Higher Education, Instructional Design, Leadership Development, Lesson Planning, Marketing Strategy, Philanthropy, Program Management, Project Management, Sales, Special Education, Staff Development, Stata, Tutoring, Volunteer Management
Education
Harvard University Graduate School of Education 2015 — 2016
School Leadership Program, School Developer
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
Master of Business Administration, Finance, Corporate Accounting, and International Management
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
Semester Abroad
University of Hawaii at Manoa 2008 — 2010
Master of Education in Teaching, Education
Ithaca College 2004 — 2008
B.S., Business Administration
Griffith University 2006 — 2006
Semester Abroad
DreamHouse, Inc. May 2015 - Present
Bank of Hawaii September 2014 - May 2015
Teach For America June 2013 - June 2014
Teach for America June 2012 - May 2013
Teach For America May 2012 - July 2012
Morgan Stanley June 2011 - August 2011
Teach for America May 2010 - July 2010
Teach for America June 2008 - July 2010
Merrill Lynch August 2007 - December 2007
UBS Wealth Management June 2007 - August 2007
Skills
Classroom Management, Community Outreach, Educational Technology, Emotional Intelligence, Grant Writing, Higher Education, Instructional Design, Leadership Development, Lesson Planning, Marketing Strategy, Philanthropy, Program Management, Project Management, Sales, Special Education, Staff Development, Stata, Tutoring, Volunteer Management
Education
Harvard University Graduate School of Education 2015 — 2016
School Leadership Program, School Developer
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
Master of Business Administration, Finance, Corporate Accounting, and International Management
Hong Kong University of Science and Technology - School of Business and Management 2011 — 2011
Semester Abroad
University of Hawaii at Manoa 2008 — 2010
Master of Education in Teaching, Education
Ithaca College 2004 — 2008
B.S., Business Administration
Griffith University 2006 — 2006
Semester Abroad
Drew Horst Drew Horst's Morgan Stanley Experience May 2006 - August 2006
Job Account Director at Volume 9 Inc
Industry Marketing and Advertising
Experience
Volume 9 Inc August 2013 - Present
Volume 9 Inc November 2012 - August 2013
Volume 9, Inc August 2011 - November 2012
Page 1 Solutions April 2009 - August 2011
Goshen Health System January 2008 - December 2008
Java Junction January 2008 - April 2008
Morgan Stanley May 2006 - August 2006
Skills
Advertising, SEO, Social Media Marketing, Marketing, SEM, Paid Search Strategy, Inbound Marketing, Inbound Lead Generation, Account Management, Project Management, Link Building, Google Webmaster Tools, Google Analytics, Strategic Planning, Organic Search, WordPress, Social Media, CRM, PPC, Web Marketing, Web Analytics, Web Design, Email Marketing, Google Adwords, Digital Marketing, Online Advertising, Lead Generation, E-commerce, Conversion Optimization, Online Marketing
Education
Goshen College 2004 — 2008
B.A., Business, Communications
Volume 9 Inc August 2013 - Present
Volume 9 Inc November 2012 - August 2013
Volume 9, Inc August 2011 - November 2012
Page 1 Solutions April 2009 - August 2011
Goshen Health System January 2008 - December 2008
Java Junction January 2008 - April 2008
Morgan Stanley May 2006 - August 2006
Skills
Advertising, SEO, Social Media Marketing, Marketing, SEM, Paid Search Strategy, Inbound Marketing, Inbound Lead Generation, Account Management, Project Management, Link Building, Google Webmaster Tools, Google Analytics, Strategic Planning, Organic Search, WordPress, Social Media, CRM, PPC, Web Marketing, Web Analytics, Web Design, Email Marketing, Google Adwords, Digital Marketing, Online Advertising, Lead Generation, E-commerce, Conversion Optimization, Online Marketing
Education
Goshen College 2004 — 2008
B.A., Business, Communications
Cyndi Reames Cyndi Reames's Morgan Stanley Experience May 2007 - September 2010
Job Personal Trainer at 'SelfEmployed'
Industry Financial Services
Experience
Investment Mgmt September 2010 - Present
CynFullyFIT LLC August 2011 - January 2014
Morgan Stanley May 2007 - September 2010
PetSmart 1999 - 2007
Skills
Management, Customer Service, Long-term Customer..., Customer Support, Employee Training, Positive Employee..., Recruiting, Visual Merchandising, Fitness, Coaching, Fitness Training, Team Building, Microsoft Office, Sales, Leadership, Public Speaking, Social Media, Social Networking, Marketing, Training, Sales Management, Time Management, Microsoft Excel
Education
Greensboro College 1992 — 1994
Physical education
Virginia Western Community College 1989 — 1991
Associate’s Degree, Business Administration and Management, General
Investment Mgmt September 2010 - Present
CynFullyFIT LLC August 2011 - January 2014
Morgan Stanley May 2007 - September 2010
PetSmart 1999 - 2007
Skills
Management, Customer Service, Long-term Customer..., Customer Support, Employee Training, Positive Employee..., Recruiting, Visual Merchandising, Fitness, Coaching, Fitness Training, Team Building, Microsoft Office, Sales, Leadership, Public Speaking, Social Media, Social Networking, Marketing, Training, Sales Management, Time Management, Microsoft Excel
Education
Greensboro College 1992 — 1994
Physical education
Virginia Western Community College 1989 — 1991
Associate’s Degree, Business Administration and Management, General
Lashaw Salta Lashaw Salta's Morgan Stanley Experience January 2015 - Present
Job Foreign Exchange Derivatives Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Soccer Shots January 2015 - May 2015
Nordstrom March 2013 - December 2014
Goucher College September 2011 - December 2014
Alternative Directions October 2013 - July 2014
Enterprise Rent-A-Car May 2013 - August 2013
Chuck Latham Associates, Inc. April 2013 - August 2013
The Vitamin Shoppe August 2012 - January 2013
GNC May 2012 - July 2012
Plano Office Supply May 2009 - August 2011
Skills
Customer Service, Supplements, Microsoft Office, Sales, Social Networking, Microsoft Excel, PowerPoint, Research, Teamwork, Microsoft Word, Social Media, Analysis, Team Leadership, Tutoring, Grant Coordination, Logistics
Education
Goucher College 2011 — 2014
Bachelor's Degree, Business Management, Economics Minor, International Business Concentration, Senior
Universitat d'Alacant 2014 — 2014
Study Abroad Program, Business Administration and Management, Senior
Plano East Senior High School 2008 — 2010
High School Diploma
Morgan Stanley January 2015 - Present
Soccer Shots January 2015 - May 2015
Nordstrom March 2013 - December 2014
Goucher College September 2011 - December 2014
Alternative Directions October 2013 - July 2014
Enterprise Rent-A-Car May 2013 - August 2013
Chuck Latham Associates, Inc. April 2013 - August 2013
The Vitamin Shoppe August 2012 - January 2013
GNC May 2012 - July 2012
Plano Office Supply May 2009 - August 2011
Skills
Customer Service, Supplements, Microsoft Office, Sales, Social Networking, Microsoft Excel, PowerPoint, Research, Teamwork, Microsoft Word, Social Media, Analysis, Team Leadership, Tutoring, Grant Coordination, Logistics
Education
Goucher College 2011 — 2014
Bachelor's Degree, Business Management, Economics Minor, International Business Concentration, Senior
Universitat d'Alacant 2014 — 2014
Study Abroad Program, Business Administration and Management, Senior
Plano East Senior High School 2008 — 2010
High School Diploma
Ramez Nassar Ramez Nassar's Morgan Stanley Experience May 2013 - 2014
Job Vendor Management
Industry Consumer Services
Experience
Apple August 2015 - Present
HGST, a Western Digital company- Consultant February 2015 - August 2015
Morgan Stanley May 2013 - 2014
Apple October 2008 - May 2013
Channel Financials, Inc 2005 - October 2008
Quantum Corp March 1999 - April 2002
Skills
Operations Management, Process Improvement, Project Management, Business Operations, Customer Service, OS X, Team Building, Vendor Management, Cross-functional Team..., Account Management, Customer Experience, Finance, Management, Strategic Planning, Customer Satisfaction, Forecasting, Team Leadership, Program Management
Education
Golden Gate University
B.S., Finance
Apple August 2015 - Present
HGST, a Western Digital company- Consultant February 2015 - August 2015
Morgan Stanley May 2013 - 2014
Apple October 2008 - May 2013
Channel Financials, Inc 2005 - October 2008
Quantum Corp March 1999 - April 2002
Skills
Operations Management, Process Improvement, Project Management, Business Operations, Customer Service, OS X, Team Building, Vendor Management, Cross-functional Team..., Account Management, Customer Experience, Finance, Management, Strategic Planning, Customer Satisfaction, Forecasting, Team Leadership, Program Management
Education
Golden Gate University
B.S., Finance
Steven Ramina Steven Ramina's Morgan Stanley Experience October 2013 - May 2015
Job Client Relationship Specialist at Pinnacle Advisory Group
Industry Financial Services
Experience
Pinnacle Advisory Group June 2015 - Present
Morgan Stanley October 2013 - May 2015
Ramina & Associates January 2013 - June 2013
Sage Policy Group, Inc. September 2012 - December 2012
Goucher College September 2012 - December 2012
Goucher College September 2012 - December 2012
ECONorthwest July 2012 - August 2012
Skills
Economics, Environmental Economics, Microsoft Excel, QuickBooks, Investments, Microsoft Word, Macroeconomics, Microsoft Office, Research, Customer Service, PowerPoint, Accounting, Financial Accounting, Finance, Derivatives, Account Management, Employee Training
Education
Goucher College 2009 — 2013
Bachelor of Arts (BA), Economics, Graduated
Universitat d'Alacant 2013 — 2013
Spanish
Calvert Hall College High School 2005 — 2009
Pinnacle Advisory Group June 2015 - Present
Morgan Stanley October 2013 - May 2015
Ramina & Associates January 2013 - June 2013
Sage Policy Group, Inc. September 2012 - December 2012
Goucher College September 2012 - December 2012
Goucher College September 2012 - December 2012
ECONorthwest July 2012 - August 2012
Skills
Economics, Environmental Economics, Microsoft Excel, QuickBooks, Investments, Microsoft Word, Macroeconomics, Microsoft Office, Research, Customer Service, PowerPoint, Accounting, Financial Accounting, Finance, Derivatives, Account Management, Employee Training
Education
Goucher College 2009 — 2013
Bachelor of Arts (BA), Economics, Graduated
Universitat d'Alacant 2013 — 2013
Spanish
Calvert Hall College High School 2005 — 2009
Ricky Graboski's Morgan Stanley Experience August 2015 - Present
Job Healthy Cities Coordinator at Morgan Stanley and Program Manager at Volunteer Houston
Industry Nonprofit Organization Management
Experience
Morgan Stanley August 2015 - Present
Volunteer Houston July 2015 - Present
Jazz Foundation of America April 2014 - May 2015
Kalamazoo Organizing Partnership August 2012 - June 2013
Harriet Tubman Center May 2012 - February 2013
Southwest Housing Solutions June 2011 - September 2011
Building Blocks July 2010 - February 2011
Building Blocks February 2010 - June 2010
Meadows of Auburn Hills February 2008 - January 2010
Skills
Community Organizing, Public Speaking, Teaching, Grant Writing, Research, Social Media, Community Engagement, Microsoft Office, Public Policy, SPSS, English, Editing, Community Outreach, Team Mobilization, Database Administration, Salesforce.com
Education
NYU Robert F. Wagner Graduate School of Public Service 2013 — 2015
Master of Public Administration (MPA), Public Nonprofit Management and Policy
Kalamazoo College 2010 — 2013
Bachelor's degree, Sociology and Anthropology, Public Policy and Urban Affairs, Junior
Goldsmiths College, U. of London 2011 — 2012
Morgan Stanley August 2015 - Present
Volunteer Houston July 2015 - Present
Jazz Foundation of America April 2014 - May 2015
Kalamazoo Organizing Partnership August 2012 - June 2013
Harriet Tubman Center May 2012 - February 2013
Southwest Housing Solutions June 2011 - September 2011
Building Blocks July 2010 - February 2011
Building Blocks February 2010 - June 2010
Meadows of Auburn Hills February 2008 - January 2010
Skills
Community Organizing, Public Speaking, Teaching, Grant Writing, Research, Social Media, Community Engagement, Microsoft Office, Public Policy, SPSS, English, Editing, Community Outreach, Team Mobilization, Database Administration, Salesforce.com
Education
NYU Robert F. Wagner Graduate School of Public Service 2013 — 2015
Master of Public Administration (MPA), Public Nonprofit Management and Policy
Kalamazoo College 2010 — 2013
Bachelor's degree, Sociology and Anthropology, Public Policy and Urban Affairs, Junior
Goldsmiths College, U. of London 2011 — 2012
Geritzla Geri Johnson's Morgan Stanley Experience 1995 - 1996
Job Project Management Coordinator
Industry Hospitality
Experience
Ericsson September 2012 - Present
Michaels Stores, Inc. February 2012 - September 2012
Ericsson January 2011 - December 2011
Marriott International October 2007 - December 2010
True Solutions June 2006 - November 2007
Wells Fargo 2000 - 2006
Morgan Stanley 1995 - 1996
Skills
Microsoft Excel, Microsoft Office, Project Coordination, Catering, Event Planning, Hospitality Management, Office Administration, Access, Inventory Management, Project Management, Customer Service, Software Documentation, Research, Budgets, Telecommunications..., Close Attention to..., Management, Project Planning, Program Management, Training, Analysis
Education
Grambling State University 1988 — 1992
Bachelor's degree, Hotel, Motel, and Restaurant Management, 3.45
Ericsson September 2012 - Present
Michaels Stores, Inc. February 2012 - September 2012
Ericsson January 2011 - December 2011
Marriott International October 2007 - December 2010
True Solutions June 2006 - November 2007
Wells Fargo 2000 - 2006
Morgan Stanley 1995 - 1996
Skills
Microsoft Excel, Microsoft Office, Project Coordination, Catering, Event Planning, Hospitality Management, Office Administration, Access, Inventory Management, Project Management, Customer Service, Software Documentation, Research, Budgets, Telecommunications..., Close Attention to..., Management, Project Planning, Program Management, Training, Analysis
Education
Grambling State University 1988 — 1992
Bachelor's degree, Hotel, Motel, and Restaurant Management, 3.45
Carson Bowlin's Morgan Stanley Experience June 2011 - July 2013
Job Analyst at Heartland LLC
Industry Commercial Real Estate
Experience
Heartland LLC October 2014 - Present
Off-Belay Americas July 2013 - September 2014
Morgan Stanley June 2011 - July 2013
Wells Fargo Bank July 2010 - August 2010
Ameriprise Financial November 2009 - May 2010
The White House January 2008 - June 2008
U.S. Senate Campaign September 2006 - December 2006
Education
Gonzaga University - School of Business Administration 2007 — 2011
Finance & Political Science
Heartland LLC October 2014 - Present
Off-Belay Americas July 2013 - September 2014
Morgan Stanley June 2011 - July 2013
Wells Fargo Bank July 2010 - August 2010
Ameriprise Financial November 2009 - May 2010
The White House January 2008 - June 2008
U.S. Senate Campaign September 2006 - December 2006
Education
Gonzaga University - School of Business Administration 2007 — 2011
Finance & Political Science
Joaquin Viramontes Jr.'s Morgan Stanley Experience March 2012 - May 2012
Job AppleCare Technical Customer Support Spanish at Apple
Industry Information Technology and Services
Experience
Apple October 2014 - Present
UC Davis April 2012 - June 2014
U.S. Department of Commerce - International Trade Administration January 2014 - March 2014
Morgan Stanley March 2012 - May 2012
Datafied Pvt Ltd April 2010 - September 2011
Cinemark November 2005 - April 2010
Skills
Data Entry, MS Excel Pivot Tables, Databases, Database Design, Financial Analysis, Portfolio Management, Investments, Microsoft Excel, Leadership, Data Analysis, Capital Budgeting, Administrative..., Account Management, Wealth Accumulation, Strategic Planning, Equities, Human Resources, Operations Management, IT Solutions, Foreign Relations, Accounting, Customer Service, Credit Management, Mac OS, iPhone Support, Real Estate, Venture Financing, Joint Ventures
Education
University of California Washington Program 2014 — 2014
Universidad Nacional Autónoma de México 2013 — 2014
Education Abroad Program, Economía Empresarial y Economía Cuantitativa, 9.7/10
University of California, Davis 2011 — 2014
Bachelor of Science (BS), Business/Managerial Economics with minor in Global & International Studies
UC Davis Summer Abroad-Santiago, Chile 2012 — 2012
Revolution, Dictatorship, Democracy, Chile: 1970-2012, Human Rights, A
Golden West College 2007 — 2011
Associate of Arts (A.A.) with Honors, Economics
Apple October 2014 - Present
UC Davis April 2012 - June 2014
U.S. Department of Commerce - International Trade Administration January 2014 - March 2014
Morgan Stanley March 2012 - May 2012
Datafied Pvt Ltd April 2010 - September 2011
Cinemark November 2005 - April 2010
Skills
Data Entry, MS Excel Pivot Tables, Databases, Database Design, Financial Analysis, Portfolio Management, Investments, Microsoft Excel, Leadership, Data Analysis, Capital Budgeting, Administrative..., Account Management, Wealth Accumulation, Strategic Planning, Equities, Human Resources, Operations Management, IT Solutions, Foreign Relations, Accounting, Customer Service, Credit Management, Mac OS, iPhone Support, Real Estate, Venture Financing, Joint Ventures
Education
University of California Washington Program 2014 — 2014
Universidad Nacional Autónoma de México 2013 — 2014
Education Abroad Program, Economía Empresarial y Economía Cuantitativa, 9.7/10
University of California, Davis 2011 — 2014
Bachelor of Science (BS), Business/Managerial Economics with minor in Global & International Studies
UC Davis Summer Abroad-Santiago, Chile 2012 — 2012
Revolution, Dictatorship, Democracy, Chile: 1970-2012, Human Rights, A
Golden West College 2007 — 2011
Associate of Arts (A.A.) with Honors, Economics
Jeremy Hirschhorn's Morgan Stanley Experience May 2014 - Present
Job Business Continuity Management
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Resilient Founders October 2013 - Present
LivingSocial October 2011 - July 2013
LivingSocial November 2010 - October 2011
Urban Escapes (Acquired by LivingSocial) January 2009 - November 2010
Raytheon Polar Services 2009 - 2010
Center for Science Teaching & Learning February 2009 - July 2009
Skills
Project Management, Cross-functional Team..., Start-ups, Risk Management, Program Management, Risk Assessment, Data Analysis, Operations Management, Crisis Management, Project Planning, Process Improvement, Crisis Communications, Incident Response, Business Process..., NIMS, Salesforce.com, New Business Development, Recruiting, Team Building, Budgets, Analysis, Business Process Design, Emergency Planning, Process Optimization, ArcGIS, Business Continuity
Education
Griffith University
University of Colorado at Boulder
BA
Morgan Stanley May 2014 - Present
Resilient Founders October 2013 - Present
LivingSocial October 2011 - July 2013
LivingSocial November 2010 - October 2011
Urban Escapes (Acquired by LivingSocial) January 2009 - November 2010
Raytheon Polar Services 2009 - 2010
Center for Science Teaching & Learning February 2009 - July 2009
Skills
Project Management, Cross-functional Team..., Start-ups, Risk Management, Program Management, Risk Assessment, Data Analysis, Operations Management, Crisis Management, Project Planning, Process Improvement, Crisis Communications, Incident Response, Business Process..., NIMS, Salesforce.com, New Business Development, Recruiting, Team Building, Budgets, Analysis, Business Process Design, Emergency Planning, Process Optimization, ArcGIS, Business Continuity
Education
Griffith University
University of Colorado at Boulder
BA
William Heiss's Morgan Stanley Experience June 2008 - June 2010
Job Crisis and Business Continuity Manager at BP
Industry Oil & Energy
Experience
BP April 2014 - Present
BP June 2010 - April 2014
Morgan Stanley June 2008 - June 2010
Getronics UK February 2007 - June 2008
Meijer April 2005 - August 2006
Steelcase 1997 - 2002
Skills
Management, Business Process..., Project Management, Project Planning, Change Management, Process Improvement, Project Portfolio..., PMO, Telecommunications..., Financial Accounting, Data Analysis, Market Research, PMP, Six Sigma, Team Leadership, Lean Manufacturing, Outsourcing, Financial Analysis, Risk Management, Team Management, Telecommunications, Business Analysis, Project Delivery, Business Process, Vendor Management, Continuity Management, Process Engineering, Business Continuity, Business Continuity..., Business Transformation
Education
Grenoble Graduate School of Business 2004 — 2005
Master's degree, International Business
Grand Valley State University
Master of Business Administration (MBA)
Grand Valley State University
Bachelor of Science (BS), Communication, General
BP April 2014 - Present
BP June 2010 - April 2014
Morgan Stanley June 2008 - June 2010
Getronics UK February 2007 - June 2008
Meijer April 2005 - August 2006
Steelcase 1997 - 2002
Skills
Management, Business Process..., Project Management, Project Planning, Change Management, Process Improvement, Project Portfolio..., PMO, Telecommunications..., Financial Accounting, Data Analysis, Market Research, PMP, Six Sigma, Team Leadership, Lean Manufacturing, Outsourcing, Financial Analysis, Risk Management, Team Management, Telecommunications, Business Analysis, Project Delivery, Business Process, Vendor Management, Continuity Management, Process Engineering, Business Continuity, Business Continuity..., Business Transformation
Education
Grenoble Graduate School of Business 2004 — 2005
Master's degree, International Business
Grand Valley State University
Master of Business Administration (MBA)
Grand Valley State University
Bachelor of Science (BS), Communication, General
Denise Counts Denise Counts's Morgan Stanley Experience August 2013 - June 2014
Job Experienced Professional
Industry Accounting
Experience
Morgan Stanley August 2013 - June 2014
Performance Dynamics LLC 2012 - 2013
Zions Bancorporation September 2007 - November 2010
Education
Glendale Community College 2006 — 2011
In Progress, Accounting/Business Administration
Mergenthaler Vocational Technical High School 1980 — 1983
Morgan Stanley August 2013 - June 2014
Performance Dynamics LLC 2012 - 2013
Zions Bancorporation September 2007 - November 2010
Education
Glendale Community College 2006 — 2011
In Progress, Accounting/Business Administration
Mergenthaler Vocational Technical High School 1980 — 1983
Joseph Aceto, CRPC® Joseph Aceto, CRPC®'s Morgan Stanley Experience July 2008 - August 2011
Job Financial Advisor at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS September 2011 - Present
Morgan Stanley July 2008 - August 2011
Ameriprise Financial Services, Inc. April 2005 - July 2008
Education
Stonehill College 2001 — 2005
BA, Economics & Finance
Griffith University
South Portland High School
UBS September 2011 - Present
Morgan Stanley July 2008 - August 2011
Ameriprise Financial Services, Inc. April 2005 - July 2008
Education
Stonehill College 2001 — 2005
BA, Economics & Finance
Griffith University
South Portland High School
David Silversmith CPA, CFE, MBA David Silversmith CPA, CFE, MBA's Morgan Stanley Experience November 2008 - September 2013
Job Senior Tax Accountant | WeiserMazars LLP
Industry Financial Services
Experience
WeiserMazars LLP September 2013 - Present
Morgan Stanley November 2008 - September 2013
Public Accounting Firms January 2002 - October 2008
Skills
Valuation, Financial Modeling, Bloomberg, Equities, Private Equity, Tax, Research, Quantitative Finance, Fixed Income, Financial Statement..., Certified Fraud Examiner, CPA, MBA
Education
MBA, Quantitative Finance at NYU - Leonard N. Stern School of Business 2008 — 2011
MBA, Quantitative Finance
University of Maryland College Park 1998 — 2001
Bachelor of Science (B.S.), Accounting
University of Maryland College Park 1997 — 2001
Bachelor of Science (B.S.), Finance
Stuyvesant High School 1994 — 1997
Goucher College
WeiserMazars LLP September 2013 - Present
Morgan Stanley November 2008 - September 2013
Public Accounting Firms January 2002 - October 2008
Skills
Valuation, Financial Modeling, Bloomberg, Equities, Private Equity, Tax, Research, Quantitative Finance, Fixed Income, Financial Statement..., Certified Fraud Examiner, CPA, MBA
Education
MBA, Quantitative Finance at NYU - Leonard N. Stern School of Business 2008 — 2011
MBA, Quantitative Finance
University of Maryland College Park 1998 — 2001
Bachelor of Science (B.S.), Accounting
University of Maryland College Park 1997 — 2001
Bachelor of Science (B.S.), Finance
Stuyvesant High School 1994 — 1997
Goucher College
Ryan Stauffer, CFA Ryan Stauffer, CFA's Morgan Stanley Experience May 2004 - August 2004
Job Relationship Manager at BlackRock
Industry Financial Services
Experience
BlackRock August 2012 - Present
BlackRock August 2005 - August 2012
Gettysburg College September 2003 - May 2005
Morgan Stanley May 2004 - August 2004
Skills
Economics, Valuation, Investments, Customer Relations, Accounting
Education
Gettysburg College 2001 — 2005
BA, Economics
University of Delaware
BlackRock August 2012 - Present
BlackRock August 2005 - August 2012
Gettysburg College September 2003 - May 2005
Morgan Stanley May 2004 - August 2004
Skills
Economics, Valuation, Investments, Customer Relations, Accounting
Education
Gettysburg College 2001 — 2005
BA, Economics
University of Delaware
Benjamin Koubek Benjamin Koubek's Morgan Stanley Experience October 2008 - January 2011
Job Senior Benefits Consultant at Namely
Industry Insurance
Experience
Namely August 2015 - Present
Willis November 2014 - July 2015
Willis April 2013 - October 2014
Professional Group Plans January 2011 - March 2013
Morgan Stanley October 2008 - January 2011
Skills
Health Insurance, Excel, Insurance, Customer Service, Employee Benefits, Access, Teamwork, Life Insurance, Financial Reporting, PowerPoint, Marketing Communications, Compliance, HR Consulting, Wellness, Social Networking, Microsoft Word, Benefits Administration, Finance, Microsoft Office, Microsoft Excel, Brokers, Sales, Outlook, Human Resources, Underwriting, Strategic Planning, Account Management
Education
Long Island University, C.W. Post Campus 2008 — 2011
Bachelor of Science, Finance
The Stony Brook School
Grove City College 2007 — 2008
Namely August 2015 - Present
Willis November 2014 - July 2015
Willis April 2013 - October 2014
Professional Group Plans January 2011 - March 2013
Morgan Stanley October 2008 - January 2011
Skills
Health Insurance, Excel, Insurance, Customer Service, Employee Benefits, Access, Teamwork, Life Insurance, Financial Reporting, PowerPoint, Marketing Communications, Compliance, HR Consulting, Wellness, Social Networking, Microsoft Word, Benefits Administration, Finance, Microsoft Office, Microsoft Excel, Brokers, Sales, Outlook, Human Resources, Underwriting, Strategic Planning, Account Management
Education
Long Island University, C.W. Post Campus 2008 — 2011
Bachelor of Science, Finance
The Stony Brook School
Grove City College 2007 — 2008
Rajan Jain Rajan Jain's Morgan Stanley Experience September 2008 - May 2009
Job UI Architect at JP Morgan Chase
Industry Computer Software
Experience
JPMorgan Chase January 2011 - Present
Verizon Wireless December 2009 - December 2010
Standard and Poor's May 2009 - December 2009
Morgan Stanley September 2008 - May 2009
UBS Wealth Management January 2007 - August 2008
HCL Technologies December 1998 - January 2007
Skills
Java Enterprise Edition, OOAD, SDLC, SOA, Servlets, Sun Certified Java..., Test Driven Development, Tomcat, Unix, Web Services, Spring, Weblogic, XML, Agile Methodologies, EJB, Flex, Hibernate, JDBC, WebLogic
Education
Govind Ballabh Pant Krishi Evam Praudyogik Vishwavidyalaya 1994 — 1998
B.Tech, E&C
JPMorgan Chase January 2011 - Present
Verizon Wireless December 2009 - December 2010
Standard and Poor's May 2009 - December 2009
Morgan Stanley September 2008 - May 2009
UBS Wealth Management January 2007 - August 2008
HCL Technologies December 1998 - January 2007
Skills
Java Enterprise Edition, OOAD, SDLC, SOA, Servlets, Sun Certified Java..., Test Driven Development, Tomcat, Unix, Web Services, Spring, Weblogic, XML, Agile Methodologies, EJB, Flex, Hibernate, JDBC, WebLogic
Education
Govind Ballabh Pant Krishi Evam Praudyogik Vishwavidyalaya 1994 — 1998
B.Tech, E&C
Ty'Yanna Spates's Morgan Stanley Experience May 2014 - May 2014
Job
Industry Computer Networking
Experience
Morgan Stanley May 2014 - May 2014
UBS March 2014 - March 2014
US Navy November 2009 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Maintenance & Repair
Education
Porter and Chester Institute 2013 — 2014
Computer & Networking Technology
Grantham University 2013 — 2013
Business Management & Marketing
Morgan Stanley May 2014 - May 2014
UBS March 2014 - March 2014
US Navy November 2009 - December 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Maintenance & Repair
Education
Porter and Chester Institute 2013 — 2014
Computer & Networking Technology
Grantham University 2013 — 2013
Business Management & Marketing
Pamela Woodward Pamela Woodward's Morgan Stanley Experience January 1984 - May 2009
Job Business owner
Industry Leisure, Travel & Tourism
Experience
Venetian Vacations January 2007 - Present
Morgan Stanley January 1984 - May 2009
Education
Ottawa University 1966 — 1970
BA, Biology
Governors State University
MA, Communications
University of Illinois at Chicago
MA, Psychology
Venetian Vacations January 2007 - Present
Morgan Stanley January 1984 - May 2009
Education
Ottawa University 1966 — 1970
BA, Biology
Governors State University
MA, Communications
University of Illinois at Chicago
MA, Psychology
Evan Lewis Evan Lewis's Morgan Stanley Experience April 2001 - May 2003
Job Regional Director at Biogen Idec
Industry Biotechnology
Experience
Biogen Idec May 2012 - Present
Hologic February 2010 - May 2012
Hologic February 2009 - February 2010
Hologic July 2008 - February 2009
Hologic October 2006 - July 2008
Stryker May 2005 - October 2006
US Bank May 2003 - May 2005
Morgan Stanley April 2001 - May 2003
Skills
Capital Equipment, Cardiology, Endoscopy, Healthcare, Market Development, Marketing, Medical Devices, Operating Room, Orthopedic, Product Launch, Sales, Sales Management, Sales Operations, Surgeons, Surgery, Surgical Instruments, Training
Education
University of Oregon 1997 — 2000
B.S., Business and Political Science
Golden Gate University
Biogen Idec May 2012 - Present
Hologic February 2010 - May 2012
Hologic February 2009 - February 2010
Hologic July 2008 - February 2009
Hologic October 2006 - July 2008
Stryker May 2005 - October 2006
US Bank May 2003 - May 2005
Morgan Stanley April 2001 - May 2003
Skills
Capital Equipment, Cardiology, Endoscopy, Healthcare, Market Development, Marketing, Medical Devices, Operating Room, Orthopedic, Product Launch, Sales, Sales Management, Sales Operations, Surgeons, Surgery, Surgical Instruments, Training
Education
University of Oregon 1997 — 2000
B.S., Business and Political Science
Golden Gate University
Alice Treska Alice Treska's Morgan Stanley Experience September 2005 - April 2011
Job Executive Administrative Assistant at eshots, Inc.
Industry Banking
Experience
eshots, Inc. June 2014 - Present
FirstMerit Bank, N.A. July 2011 - June 2014
Morgan Stanley September 2005 - April 2011
RBC Mortgage June 2003 - May 2005
Skills
Executive..., Exceptionally well..., Exceptional Communicator, People-oriented, Communication Skills, Team Leadership, Building Customer..., Enthusiastic..., Exceptional project..., Professional Experience, Highly Reliable, Energetic Self-Starter, Administration, Management, Customer Service, Microsoft Office, Leadership, Event Planning, Banking, Event Management, Executive...
Education
Greenville Technical College
John H Reagan High School
eshots, Inc. June 2014 - Present
FirstMerit Bank, N.A. July 2011 - June 2014
Morgan Stanley September 2005 - April 2011
RBC Mortgage June 2003 - May 2005
Skills
Executive..., Exceptionally well..., Exceptional Communicator, People-oriented, Communication Skills, Team Leadership, Building Customer..., Enthusiastic..., Exceptional project..., Professional Experience, Highly Reliable, Energetic Self-Starter, Administration, Management, Customer Service, Microsoft Office, Leadership, Event Planning, Banking, Event Management, Executive...
Education
Greenville Technical College
John H Reagan High School
Howard Aschwald,CFA Howard Aschwald,CFA's Morgan Stanley Experience January 1983 - March 1994
Job Chief Investment Officer, Quantum Capital Management
Industry Investment Management
Experience
Quantum Capital Management 1996 - Present
United States Navy - Reserve September 1971 - January 2005
Stein Roe & Farnham Inc. March 1994 - October 1996
Morgan Stanley January 1983 - March 1994
Skills
Investment Management, Strategic Financial..., Estate Planning, Financial Advisory, Investment Banking, Wealth Management, Investments, Portfolio Management, Asset Managment, Asset Allocation, Financial Analysis, Alternative Investments, Asset Management, Investment Advisory, Valuation, Investment Strategies, Financial Planning, Equity Valuation, Finance
Education
Golden Gate University 1982 — 1985
MBA, Finance
United States Naval Academy 1972 — 1976
Bachelor of Science
Quantum Capital Management 1996 - Present
United States Navy - Reserve September 1971 - January 2005
Stein Roe & Farnham Inc. March 1994 - October 1996
Morgan Stanley January 1983 - March 1994
Skills
Investment Management, Strategic Financial..., Estate Planning, Financial Advisory, Investment Banking, Wealth Management, Investments, Portfolio Management, Asset Managment, Asset Allocation, Financial Analysis, Alternative Investments, Asset Management, Investment Advisory, Valuation, Investment Strategies, Financial Planning, Equity Valuation, Finance
Education
Golden Gate University 1982 — 1985
MBA, Finance
United States Naval Academy 1972 — 1976
Bachelor of Science
Jed Stotsenberg Jed Stotsenberg's Morgan Stanley Experience February 2003 - March 2004
Job Director of Boys' at Wave Volleyball Club
Industry Sports
Experience
WAVE Volleyball Club 2006 - Present
Stots Capital, LLC January 2012 - Present
Your Results Marketing Company January 2012 - January 2015
San Diego City College 2009 - 2011
Groh Associates April 2004 - April 2008
Morgan Stanley February 2003 - March 2004
Bring It USA Promotions 2001 - 2002
Skills
Real Estate, Marketing Strategy, Strategic Planning, Marketing, Public Speaking, Entrepreneurship, Finance, Social Media, Advertising, New Business Development, Negotiation, Blogging, Microsoft Office, Open Office, Google Products, QuickBooks, Freshbooks, Multiple Listing Service, Dropbox, Evernote, Ring Central, CRM, Management, Sales, Customer Service, Team Building, Social Media Marketing, Business Development
Education
San Diego State University-California State University 1998 — 2001
Bachelor of Science (BS), Business Marketing
Grossmont College 1996 — 1998
Associate of Arts (AA), Liberal Arts
WAVE Volleyball Club 2006 - Present
Stots Capital, LLC January 2012 - Present
Your Results Marketing Company January 2012 - January 2015
San Diego City College 2009 - 2011
Groh Associates April 2004 - April 2008
Morgan Stanley February 2003 - March 2004
Bring It USA Promotions 2001 - 2002
Skills
Real Estate, Marketing Strategy, Strategic Planning, Marketing, Public Speaking, Entrepreneurship, Finance, Social Media, Advertising, New Business Development, Negotiation, Blogging, Microsoft Office, Open Office, Google Products, QuickBooks, Freshbooks, Multiple Listing Service, Dropbox, Evernote, Ring Central, CRM, Management, Sales, Customer Service, Team Building, Social Media Marketing, Business Development
Education
San Diego State University-California State University 1998 — 2001
Bachelor of Science (BS), Business Marketing
Grossmont College 1996 — 1998
Associate of Arts (AA), Liberal Arts
Stu Whelehan Stu Whelehan's Morgan Stanley Experience February 2011 - Present
Job Director Loan Closing at Morgan Stanley
Industry
Experience
Morgan Stanley February 2011 - Present
Morgan Stanley June 2010 - February 2011
Morgan Stanley July 2008 - June 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Collaborative Problem..., Multi-task & Handle..., Operating Systems, Intralink, Time Management, Management, Operations Management, Collaborative Leadership, Team Building, Team Leadership, Leadership, Loans, Loan Origination, Loan Servicing, Trade Finance, Electronic Trading
Education
Gettysburg College 2004 — 2008
Bachelor's Degree, Business Administration and Management, General
Morgan Stanley February 2011 - Present
Morgan Stanley June 2010 - February 2011
Morgan Stanley July 2008 - June 2010
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Collaborative Problem..., Multi-task & Handle..., Operating Systems, Intralink, Time Management, Management, Operations Management, Collaborative Leadership, Team Building, Team Leadership, Leadership, Loans, Loan Origination, Loan Servicing, Trade Finance, Electronic Trading
Education
Gettysburg College 2004 — 2008
Bachelor's Degree, Business Administration and Management, General
Eric Dahlke's Morgan Stanley Experience 1992 - 2003
Job
Industry Computer Software
Experience
Pegasystems 2015 - Present
Axway 2014 - 2015
HP Autonomy 2011 - 2013
Nirvana Solutions 2009 - 2011
Eze Castle Integration 2007 - 2009
SunGard 2006 - 2007
Wolters Kluwer Financial Services 2003 - 2006
Morgan Stanley 1992 - 2003
Skills
Sales Management, Compliance, Strategic Partnerships, Solution Selling, Relationship Management, Salesforce.com, Enterprise Software, Business Process..., Management, Start-ups, Sales, Business Development, Cloud Computing, Professional Services, CRM, SaaS, Integration, Marketing, Selling, Product Management, Sales Process, Business Strategy, Direct Sales, Lead Generation, Software Industry, Strategy, Go-to-market Strategy, Business Alliances, Managed Services, Account Management, Sales Operations, Consulting, Competitive Analysis, New Business Development, Product Marketing, Analytics, Sales Enablement, Business Intelligence, Executive Management, International Sales, Demand Generation, Partner Management, Cold Calling, Sales Presentations, Pre-sales, Complex Sales, Data Center, Outsourcing, Mobile Devices
Education
San Diego State University-California State University
Bachelor of Science, Finance
Golden Gate University
Masters of Arts, International Affairs
American College of Switzerland
Pegasystems 2015 - Present
Axway 2014 - 2015
HP Autonomy 2011 - 2013
Nirvana Solutions 2009 - 2011
Eze Castle Integration 2007 - 2009
SunGard 2006 - 2007
Wolters Kluwer Financial Services 2003 - 2006
Morgan Stanley 1992 - 2003
Skills
Sales Management, Compliance, Strategic Partnerships, Solution Selling, Relationship Management, Salesforce.com, Enterprise Software, Business Process..., Management, Start-ups, Sales, Business Development, Cloud Computing, Professional Services, CRM, SaaS, Integration, Marketing, Selling, Product Management, Sales Process, Business Strategy, Direct Sales, Lead Generation, Software Industry, Strategy, Go-to-market Strategy, Business Alliances, Managed Services, Account Management, Sales Operations, Consulting, Competitive Analysis, New Business Development, Product Marketing, Analytics, Sales Enablement, Business Intelligence, Executive Management, International Sales, Demand Generation, Partner Management, Cold Calling, Sales Presentations, Pre-sales, Complex Sales, Data Center, Outsourcing, Mobile Devices
Education
San Diego State University-California State University
Bachelor of Science, Finance
Golden Gate University
Masters of Arts, International Affairs
American College of Switzerland
Steven Sheffield's Morgan Stanley Experience September 2003 - October 2009
Job Senior CIS Operations Specialist at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Wealth Management October 2009 - Present
Utah Cyclocross Series October 2004 - Present
Morgan Stanley September 2003 - October 2009
Morgan Stanley April 1999 - September 2003
A Bicycle Odyssey April 1994 - December 2001
Vetta USA Limited April 1997 - September 1998
Winterland Productions November 1989 - April 1997
The Santa Cruz Operation 1988 - 1989
Skills
Equities, Securities, Analysis, Mutual Funds, Series 7, Fixed Income, Options, Program Management, Business Process..., Trading, Series 63, Investments, FINRA, Wealth Management
Education
Golden Gate University 1993 — 1998
Political Science
University of California, Santa Cruz 1984 — 1988
Politics
International School of Brussels 1983 — 1984
High School, College Preparatory
Morgan Stanley Wealth Management October 2009 - Present
Utah Cyclocross Series October 2004 - Present
Morgan Stanley September 2003 - October 2009
Morgan Stanley April 1999 - September 2003
A Bicycle Odyssey April 1994 - December 2001
Vetta USA Limited April 1997 - September 1998
Winterland Productions November 1989 - April 1997
The Santa Cruz Operation 1988 - 1989
Skills
Equities, Securities, Analysis, Mutual Funds, Series 7, Fixed Income, Options, Program Management, Business Process..., Trading, Series 63, Investments, FINRA, Wealth Management
Education
Golden Gate University 1993 — 1998
Political Science
University of California, Santa Cruz 1984 — 1988
Politics
International School of Brussels 1983 — 1984
High School, College Preparatory
John Derbin, CFP's Morgan Stanley Experience December 1998 - August 2001
Job
Industry Financial Services
Experience
Foresters Equity Services, Inc. 2006 - Present
Pursuant 2006 - 2013
Advance Capital Management July 2004 - December 2005
JP Morgan Chase October 2001 - July 2004
Morgan Stanley December 1998 - August 2001
Brann's Catering 1996 - 1998
Education
Boston University 2008 — 2009
Certified Financial Planner
Grand Valley State University 1994 — 1998
Bachelor of Business Administration (BBA), Finance
PCEP 1990 — 1994
Foresters Equity Services, Inc. 2006 - Present
Pursuant 2006 - 2013
Advance Capital Management July 2004 - December 2005
JP Morgan Chase October 2001 - July 2004
Morgan Stanley December 1998 - August 2001
Brann's Catering 1996 - 1998
Education
Boston University 2008 — 2009
Certified Financial Planner
Grand Valley State University 1994 — 1998
Bachelor of Business Administration (BBA), Finance
PCEP 1990 — 1994
Stephan Johnson's Morgan Stanley Experience June 2005 - August 2008
Job Accounting Systems Analyst
Industry Financial Services
Experience
Fifth Third Bank June 2009 - July 2011
Morgan Stanley June 2005 - August 2008
Education
Grand Valley State University 2009 — 2011
Masters of Science in Accounting, Accounting
University of Florida - Warrington College of Business Administration 2001 — 2003
Fifth Third Bank June 2009 - July 2011
Morgan Stanley June 2005 - August 2008
Education
Grand Valley State University 2009 — 2011
Masters of Science in Accounting, Accounting
University of Florida - Warrington College of Business Administration 2001 — 2003
Millie Gillon's Morgan Stanley Experience March 2006 - April 2008
Job Product Strategy at Prudential Financial
Industry Financial Services
Experience
Prudential Financial November 2014 - Present
JPMorgan Chase December 2011 - October 2014
American Express July 2010 - December 2011
American Express May 2008 - June 2010
Gonzaga University June 2009 - July 2009
Morgan Stanley March 2006 - April 2008
Goldman Sachs March 2005 - March 2006
JPMorgan June 2003 - March 2005
JPMorgan July 1999 - June 2003
Skills
Business Development, Project Management, Process Improvement, Negotiation, Product Design, Marketing, Relationship Management, Strategy, Financial Modeling, Emerging Markets, Investment Banking, Capital Markets, Fixed Income, Valuation, Financial Services, Product Management, Strategic Sales, Business Process Design, User Experience Design, Team Management, Derivatives, Cross-functional Team..., Leadership, Training, Six Sigma, Financial Risk, Banking, Credit Cards, Financial Analysis, Competitive Analysis, Finance, Risk Management, Business Planning, E-commerce, Market Research, Entrepreneurship, Competitive Intelligence, Marketing Strategy, Product Launch, Partner Management, Customer Experience, Digital Marketing, Mobile Marketing, Real Estate Investment..., Career Counseling, Marketing Communications, Product Marketing, Mentoring, B2B Marketing Strategy, Identifying New Revenue...
Education
Gonzaga University 2009 — 2011
MA, Communications & Leadership Studies, Summa Cum Laude
Gonzaga University 2009 — 2010
Certificate, Servant Leadership
Gonzaga University 2009 — 2009
Certificate, International Media
Zicklin School of Business 1999 — 2003
BBA, Marketing Research, concentrating in Finance
Prudential Financial November 2014 - Present
JPMorgan Chase December 2011 - October 2014
American Express July 2010 - December 2011
American Express May 2008 - June 2010
Gonzaga University June 2009 - July 2009
Morgan Stanley March 2006 - April 2008
Goldman Sachs March 2005 - March 2006
JPMorgan June 2003 - March 2005
JPMorgan July 1999 - June 2003
Skills
Business Development, Project Management, Process Improvement, Negotiation, Product Design, Marketing, Relationship Management, Strategy, Financial Modeling, Emerging Markets, Investment Banking, Capital Markets, Fixed Income, Valuation, Financial Services, Product Management, Strategic Sales, Business Process Design, User Experience Design, Team Management, Derivatives, Cross-functional Team..., Leadership, Training, Six Sigma, Financial Risk, Banking, Credit Cards, Financial Analysis, Competitive Analysis, Finance, Risk Management, Business Planning, E-commerce, Market Research, Entrepreneurship, Competitive Intelligence, Marketing Strategy, Product Launch, Partner Management, Customer Experience, Digital Marketing, Mobile Marketing, Real Estate Investment..., Career Counseling, Marketing Communications, Product Marketing, Mentoring, B2B Marketing Strategy, Identifying New Revenue...
Education
Gonzaga University 2009 — 2011
MA, Communications & Leadership Studies, Summa Cum Laude
Gonzaga University 2009 — 2010
Certificate, Servant Leadership
Gonzaga University 2009 — 2009
Certificate, International Media
Zicklin School of Business 1999 — 2003
BBA, Marketing Research, concentrating in Finance
Amit Vij's Morgan Stanley Experience April 2006 - May 2014
Job Senior Manager
Industry Financial Services
Experience
Morgan Stanley April 2006 - May 2014
CSC Consulting April 2005 - April 2006
Fair Isaac Corp. July 2004 - April 2005
Fujitsu Consulting January 2004 - July 2004
Burntsand 2000 - 2004
Dendrite 1999 - 2000
Skills
Enterprise Architecture, Software Project..., Java Enterprise Edition, SDLC, Agile Methodologies, SOA, Solution Architecture
Education
New Jersey Institute of Technology 1998 — 2000
MS, Computer Science
Gujarat University 1994 — 1998
BE, Computer Engineering
Bhartiya Vidya Bhavan 1992 — 1994
High School, Science
Morgan Stanley April 2006 - May 2014
CSC Consulting April 2005 - April 2006
Fair Isaac Corp. July 2004 - April 2005
Fujitsu Consulting January 2004 - July 2004
Burntsand 2000 - 2004
Dendrite 1999 - 2000
Skills
Enterprise Architecture, Software Project..., Java Enterprise Edition, SDLC, Agile Methodologies, SOA, Solution Architecture
Education
New Jersey Institute of Technology 1998 — 2000
MS, Computer Science
Gujarat University 1994 — 1998
BE, Computer Engineering
Bhartiya Vidya Bhavan 1992 — 1994
High School, Science
David Hagen's Morgan Stanley Experience 2005 - 2006
Job Head of Product at Luminex Trading & Analytics LLC
Industry Financial Services
Experience
Luminex Trading & Analytics LLC August 2015 - Present
BSTA-Boston Securities Traders Association November 2012 - Present
Pico Quantitative Trading February 2015 - August 2015
Linedata 2010 - February 2015
Linedata Services January 2008 - February 2015
Linedata Services January 2006 - January 2008
Morgan Stanley 2005 - 2006
Pure Trading 2003 - 2005
Boston Stock Exchange 1989 - 2003
Skills
Trading Systems, Equities, Data Analysis, Electronic Trading, Trading, Order Management, Fixed Income, Equity Trading, Electronic Trading..., Trading Strategies, Asset Allocation, Wealth Management, FX trading, Relationship Management, Equity Derivatives, Portfolio Management, Market Data, Financial Markets, SaaS, Financial Services, Hedge Funds, Product Management, FX Options
Education
Gordon College 1985 — 1989
Economics
Lower Bucks Christian Academy 1980 — 1984
Luminex Trading & Analytics LLC August 2015 - Present
BSTA-Boston Securities Traders Association November 2012 - Present
Pico Quantitative Trading February 2015 - August 2015
Linedata 2010 - February 2015
Linedata Services January 2008 - February 2015
Linedata Services January 2006 - January 2008
Morgan Stanley 2005 - 2006
Pure Trading 2003 - 2005
Boston Stock Exchange 1989 - 2003
Skills
Trading Systems, Equities, Data Analysis, Electronic Trading, Trading, Order Management, Fixed Income, Equity Trading, Electronic Trading..., Trading Strategies, Asset Allocation, Wealth Management, FX trading, Relationship Management, Equity Derivatives, Portfolio Management, Market Data, Financial Markets, SaaS, Financial Services, Hedge Funds, Product Management, FX Options
Education
Gordon College 1985 — 1989
Economics
Lower Bucks Christian Academy 1980 — 1984
Chaitanya Gohil's Morgan Stanley Experience September 2013 - Present
Job Equity Research Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Markit January 2011 - August 2013
Markit 2008 - 2011
MacKay Shields 2008 - 2008
TIAA-CREF April 2007 - September 2007
SMR Six sigma consultants October 2006 - April 2007
Skills
Fixed Income, Analysis, Equities, Valuation, Investments, Derivatives, Competitive Analysis, Finance, Forecasting, Financial Risk, Equity Research
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Finance (Investment Mgmt)
Gujarat University 2002 — 2006
BE, Engineering
St. Mary's school India 1988 — 2002
Morgan Stanley September 2013 - Present
Markit January 2011 - August 2013
Markit 2008 - 2011
MacKay Shields 2008 - 2008
TIAA-CREF April 2007 - September 2007
SMR Six sigma consultants October 2006 - April 2007
Skills
Fixed Income, Analysis, Equities, Valuation, Investments, Derivatives, Competitive Analysis, Finance, Forecasting, Financial Risk, Equity Research
Education
Pace University - Lubin School of Business 2006 — 2008
MBA, Finance (Investment Mgmt)
Gujarat University 2002 — 2006
BE, Engineering
St. Mary's school India 1988 — 2002
Jason K Clark's Morgan Stanley Experience May 1999 - May 2001
Job Director J.C. Healthcare & Associates, Inc.
Industry Human Resources
Experience
J.C. Healthcare & Associates, Inc. April 2010 - Present
MedPros Group, Inc April 2007 - December 2009
TDBanknorth May 2005 - July 2007
Eastern Bank 2006 - 2007
Sovereign Bank May 2001 - May 2005
Morgan Stanley May 1999 - May 2001
Morgan Stanley Dean Witter 1999 - 2001
Skills
Management, Healthcare, Healthcare Management, Healthcare Information..., Strategic Planning, Leadership, Hospitals, Process Improvement, HIPAA, Team Building
Education
Gordon College 1995 — 1999
BA, Business Administration & Economics
Ipswich High School 1991 — 1995
Diploma, General
J.C. Healthcare & Associates, Inc. April 2010 - Present
MedPros Group, Inc April 2007 - December 2009
TDBanknorth May 2005 - July 2007
Eastern Bank 2006 - 2007
Sovereign Bank May 2001 - May 2005
Morgan Stanley May 1999 - May 2001
Morgan Stanley Dean Witter 1999 - 2001
Skills
Management, Healthcare, Healthcare Management, Healthcare Information..., Strategic Planning, Leadership, Hospitals, Process Improvement, HIPAA, Team Building
Education
Gordon College 1995 — 1999
BA, Business Administration & Economics
Ipswich High School 1991 — 1995
Diploma, General
Caroline Penny's Morgan Stanley Experience March 2009 - October 2012
Job International Tax Manager at GE
Industry Accounting
Experience
GE October 2012 - Present
Morgan Stanley March 2009 - October 2012
Deloitte January 2007 - March 2009
Ernst & Young 2005 - 2007
Education
University at Albany, SUNY 1999 — 2003
Golden Gate University
GE October 2012 - Present
Morgan Stanley March 2009 - October 2012
Deloitte January 2007 - March 2009
Ernst & Young 2005 - 2007
Education
University at Albany, SUNY 1999 — 2003
Golden Gate University
Donaldo Rodrigues's Morgan Stanley Experience June 2010 - March 2013
Job Senior Application Developer at MarketAxess
Industry Computer Software
Experience
MarketAxess March 2013 - Present
Morgan Stanley June 2010 - March 2013
Openlink Financial June 2001 - June 2010
Cysive April 2000 - April 2001
Skills
Software Development, SDLC, Oracle, Java, SQL, C++, PL/SQL, Java Enterprise Edition, Derivatives, Unix, Requirements Analysis, Fixed Income, Software Engineering, Databases
Education
Pace University 2003 — 2006
MBA, Finance
Goa University 1990 — 1994
Bachelors, Computer Science
MarketAxess March 2013 - Present
Morgan Stanley June 2010 - March 2013
Openlink Financial June 2001 - June 2010
Cysive April 2000 - April 2001
Skills
Software Development, SDLC, Oracle, Java, SQL, C++, PL/SQL, Java Enterprise Edition, Derivatives, Unix, Requirements Analysis, Fixed Income, Software Engineering, Databases
Education
Pace University 2003 — 2006
MBA, Finance
Goa University 1990 — 1994
Bachelors, Computer Science
Patrick Cochrane's Morgan Stanley Experience January 2004 - October 2005
Job Institutional Bond Sales at Siebert Brandford Shank
Industry Financial Services
Experience
Siebert Brandford Shank & Co., LLC February 2008 - Present
Alamo Capital June 2005 - February 2007
Morgan Stanley January 2004 - October 2005
Education
Gonzaga University 1999 — 2003
Siebert Brandford Shank & Co., LLC February 2008 - Present
Alamo Capital June 2005 - February 2007
Morgan Stanley January 2004 - October 2005
Education
Gonzaga University 1999 — 2003
Mark Edelstone's Morgan Stanley Experience February 2013 - Present
Job Managing Director at Morgan Stanley Investment Banking
Industry Investment Banking
Experience
Morgan Stanley February 2013 - Present
JPMorgan June 2007 - February 2013
Morgan Stanley 1997 - 2007
Prudential Securities 1989 - 1997
Skills
Valuation, Financial Modeling, Investments, Portfolio Management, Equity Research, Investment Banking, Start-ups, Equities, IPO, Capital Markets, Mergers & Acquisitions, Investor Relations, Venture Capital, Private Equity, Market Analysis, Management, Corporate Finance, Bloomberg, Hedge Funds, Competitive Analysis, Financial Reporting, Financial Risk, LBO, Emerging Markets, Corporate Development, Due Diligence, Equity Valuation, Semiconductor Industry, Alternative Investments, Private Placements, Fixed Income, Financial Structuring, Equity Capital Markets, Leveraged Finance, Investment Management, Equity Research Analysis
Education
Golden Gate University 1984 — 1990
MBA, Finance, with concentration in investments
University of California, Berkeley 1979 — 1983
Bachelor's degree, Political Economcs
Campolindo High School 1975 — 1979
Morgan Stanley February 2013 - Present
JPMorgan June 2007 - February 2013
Morgan Stanley 1997 - 2007
Prudential Securities 1989 - 1997
Skills
Valuation, Financial Modeling, Investments, Portfolio Management, Equity Research, Investment Banking, Start-ups, Equities, IPO, Capital Markets, Mergers & Acquisitions, Investor Relations, Venture Capital, Private Equity, Market Analysis, Management, Corporate Finance, Bloomberg, Hedge Funds, Competitive Analysis, Financial Reporting, Financial Risk, LBO, Emerging Markets, Corporate Development, Due Diligence, Equity Valuation, Semiconductor Industry, Alternative Investments, Private Placements, Fixed Income, Financial Structuring, Equity Capital Markets, Leveraged Finance, Investment Management, Equity Research Analysis
Education
Golden Gate University 1984 — 1990
MBA, Finance, with concentration in investments
University of California, Berkeley 1979 — 1983
Bachelor's degree, Political Economcs
Campolindo High School 1975 — 1979
Rusty Jackson's Morgan Stanley Experience August 2000 - November 2001
Job Special Event Planning, Consulting & Management Senior Executive Government Administration/Management Finance
Industry Government Administration
Experience
Jackson Capital Management March 2006 - Present
SASCO Sight And Sound Company March 1982 - Present
Grigsby and Associates February 2002 - March 2006
Morgan Stanley August 2000 - November 2001
Alameda County Treasurer/Tax Collector's Office December 1986 - January 1999
City of Oakland - Mayor's Office March 1981 - November 1985
United States Department of Transportation - Office of the Secretary September 1979 - March 1981
Skills
Conflict Resolution, Policy, Event Planning, Training, Program Management, Proposal Writing, Media Relations, Human Resources, Recruiting, Public Relations, Finance, Interviews, Management, Marketing, Budgets, Investments, Coaching, Community Development, Community Outreach, Economic Development, Event Management, Fundraising, Government, Leadership, Leadership Development, Legal Writing, Non-profits, Nonprofits, Politics, Program Development, Program Evaluation, Public Policy, Public Speaking, Strategic Planning, Volunteer Management
Education
Sony Institute of Applied Video Technology 1987 — 1987
Certificate, Electronic Field Production
Golden Gate University 1976 — 1979
MPA, Public Administration
University of San Francisco 1970 — 1974
BA, Liberal Arts - Political Science
Jackson Capital Management March 2006 - Present
SASCO Sight And Sound Company March 1982 - Present
Grigsby and Associates February 2002 - March 2006
Morgan Stanley August 2000 - November 2001
Alameda County Treasurer/Tax Collector's Office December 1986 - January 1999
City of Oakland - Mayor's Office March 1981 - November 1985
United States Department of Transportation - Office of the Secretary September 1979 - March 1981
Skills
Conflict Resolution, Policy, Event Planning, Training, Program Management, Proposal Writing, Media Relations, Human Resources, Recruiting, Public Relations, Finance, Interviews, Management, Marketing, Budgets, Investments, Coaching, Community Development, Community Outreach, Economic Development, Event Management, Fundraising, Government, Leadership, Leadership Development, Legal Writing, Non-profits, Nonprofits, Politics, Program Development, Program Evaluation, Public Policy, Public Speaking, Strategic Planning, Volunteer Management
Education
Sony Institute of Applied Video Technology 1987 — 1987
Certificate, Electronic Field Production
Golden Gate University 1976 — 1979
MPA, Public Administration
University of San Francisco 1970 — 1974
BA, Liberal Arts - Political Science
Florence Hu's Morgan Stanley Experience Business DevelopmentATKDecember 2006 - May 2007
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Business DevelopmentATKDecember 2006 - May 2007
JDS Uniphase January 1990 - February 2004
Education
Golden Gate University 1986 — 1989
M.B.A., Management
University of California, Santa Barbara 1978 — 1982
B.S., Mechanical Engineering
Morgan Stanley Business DevelopmentATKDecember 2006 - May 2007
JDS Uniphase January 1990 - February 2004
Education
Golden Gate University 1986 — 1989
M.B.A., Management
University of California, Santa Barbara 1978 — 1982
B.S., Mechanical Engineering
Tina McCann's Morgan Stanley Experience April 1994 - Present
Job Administrative Assistant, Morgan Stanley Alternative Investment Partners
Industry Investment Management
Experience
Morgan Stanley April 1994 - Present
SEI November 1976 - April 1994
Education
Goldey Beacom College 1974 — 1976
Morgan Stanley April 1994 - Present
SEI November 1976 - April 1994
Education
Goldey Beacom College 1974 — 1976
Victor Xiong's Morgan Stanley Experience October 2010 - Present
Job Wealth Management and banking manager
Industry Financial Services
Experience
Morgan Stanley October 2010 - Present
UBS Wealth Management September 2008 - May 2010
Bank of America Private Bank October 2006 - September 2008
Skills
Banking, Credit, Risk Management, Loans, Portfolio Management, Mortgage Lending, Retail Banking, Relationship Management, Commercial Banking, Financial Analysis, Credit Analysis, Wealth Management, Financial Services
Education
Golden Gate University 2001 — 2004
Master of Science (M.S.), Computer and Information Sciences, General
San Francisco State University 1997 — 2000
Bachelor's degree, Finance, General
Morgan Stanley October 2010 - Present
UBS Wealth Management September 2008 - May 2010
Bank of America Private Bank October 2006 - September 2008
Skills
Banking, Credit, Risk Management, Loans, Portfolio Management, Mortgage Lending, Retail Banking, Relationship Management, Commercial Banking, Financial Analysis, Credit Analysis, Wealth Management, Financial Services
Education
Golden Gate University 2001 — 2004
Master of Science (M.S.), Computer and Information Sciences, General
San Francisco State University 1997 — 2000
Bachelor's degree, Finance, General
jerry duckor's Morgan Stanley Experience May 1991 - February 2002
Job Financial Services Professional
Industry Financial Services
Experience
Duckor Trader February 2002 - April 2009
Morgan Stanley May 1991 - February 2002
Education
Golden Gate University 1974 — 1977
MBA, International Study
University of Miami 1963 — 1965
A.B., Economics
Duckor Trader February 2002 - April 2009
Morgan Stanley May 1991 - February 2002
Education
Golden Gate University 1974 — 1977
MBA, International Study
University of Miami 1963 — 1965
A.B., Economics
Heather Hausmann's Morgan Stanley Experience March 2012 - September 2014
Job Client Relationship Manager at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch September 2014 - July 2015
Morgan Stanley March 2012 - September 2014
Morgan Stanley Smith Barney September 2010 - March 2012
Morgan Stanley Smith Barney July 2008 - September 2010
Wachovia Securities Financial Network August 2006 - June 2008
Skills
Series 7, Series 63, Series 6, Series 66, Series 3, Series 9, Series 10, Licensed Life & Health..., Microsoft Excel, Concur, PeopleSoft, Peopleclick, PowerPoint, Retirement Planning, Series 24, Strategic Financial..., Wealth Management..., Uniform Combined State..., 401k, Series 65, Life & Health Insurance..., FINRA, Alternative Investments, Investment Advisory, Investment Strategies, Asset Allocation, Mutual Funds, Securities, Financial Planning, Finance, Financial Services, Management, Banking, Asset Management, Investments, Wealth Management
Education
Saginaw Valley State University 2002 — 2004
Bachelor of Science (B.S.), Psychology/Criminal Justice
Grand Valley State University 2001 — 2002
Bachelor of Science (B.S.), Psychology
Merrill Lynch July 2015 - Present
Merrill Lynch September 2014 - July 2015
Morgan Stanley March 2012 - September 2014
Morgan Stanley Smith Barney September 2010 - March 2012
Morgan Stanley Smith Barney July 2008 - September 2010
Wachovia Securities Financial Network August 2006 - June 2008
Skills
Series 7, Series 63, Series 6, Series 66, Series 3, Series 9, Series 10, Licensed Life & Health..., Microsoft Excel, Concur, PeopleSoft, Peopleclick, PowerPoint, Retirement Planning, Series 24, Strategic Financial..., Wealth Management..., Uniform Combined State..., 401k, Series 65, Life & Health Insurance..., FINRA, Alternative Investments, Investment Advisory, Investment Strategies, Asset Allocation, Mutual Funds, Securities, Financial Planning, Finance, Financial Services, Management, Banking, Asset Management, Investments, Wealth Management
Education
Saginaw Valley State University 2002 — 2004
Bachelor of Science (B.S.), Psychology/Criminal Justice
Grand Valley State University 2001 — 2002
Bachelor of Science (B.S.), Psychology
Renae Yvonne Davis's Morgan Stanley Experience 1988 - 2001
Job Experienced Managerial Administrator
Industry Graphic Design
Experience
Devils Entertainment LLC January 2012 - Present
US Census Bureau February 2010 - October 2010
Anthem Institute (Chubb Institute) 2004 - 2007
Morgan Stanley 1988 - 2001
Skills
Public Speaking, Microsoft Office, Graphic Design, Photoshop, PowerPoint, Illustrator, HTML, Web Design, Outlook, Publishing, Coaching, Microsoft Excel, Microsoft Word, Customer Service, Dreamweaver, Management, Strategic Planning, InDesign, Photography, Adobe Acrobat, Marketing, WordPress, Training, Adobe Creative Suite, Advertising, Blogging, Editing, Email Marketing, Event Planning, Facebook, Layout, Leadership, Logo Design, Online Marketing, Public Relations, SEO, Social Media, Social Media Marketing, Social Networking, Staff Development
Education
Gibbs College 2002 — 2003
Applied Associates Degree, Graphic Design & Animation
Devils Entertainment LLC January 2012 - Present
US Census Bureau February 2010 - October 2010
Anthem Institute (Chubb Institute) 2004 - 2007
Morgan Stanley 1988 - 2001
Skills
Public Speaking, Microsoft Office, Graphic Design, Photoshop, PowerPoint, Illustrator, HTML, Web Design, Outlook, Publishing, Coaching, Microsoft Excel, Microsoft Word, Customer Service, Dreamweaver, Management, Strategic Planning, InDesign, Photography, Adobe Acrobat, Marketing, WordPress, Training, Adobe Creative Suite, Advertising, Blogging, Editing, Email Marketing, Event Planning, Facebook, Layout, Leadership, Logo Design, Online Marketing, Public Relations, SEO, Social Media, Social Media Marketing, Social Networking, Staff Development
Education
Gibbs College 2002 — 2003
Applied Associates Degree, Graphic Design & Animation
Shiven Patel's Morgan Stanley Experience July 2012 - Present
Job Analyst
Industry Information Technology and Services
Experience
Morgan Stanley July 2012 - Present
Citi November 2011 - July 2012
IHS Global Insight May 2008 - May 2011
Skills
SDLC, Financial Modeling, Data Analysis, Requirements Analysis, Business Analysis
Education
Griffith University
Bachelor of IT, IT
Middlesex University
MSc Business IT, Business
Morgan Stanley July 2012 - Present
Citi November 2011 - July 2012
IHS Global Insight May 2008 - May 2011
Skills
SDLC, Financial Modeling, Data Analysis, Requirements Analysis, Business Analysis
Education
Griffith University
Bachelor of IT, IT
Middlesex University
MSc Business IT, Business
Tim Clouse's Morgan Stanley Experience 2000 - 2002
Job Credit Manager at American Honda Financial Services
Industry Financial Services
Experience
American Honda Financial Services 2011 - Present
Wachovia Bank & Securities 2002 - 2004
Morgan Stanley 2000 - 2002
Ford Motor Credit Company 1995 - 2000
Skills
Customer Satisfaction, Financial Services, Credit, Customer Retention, Finance, Management, Team Building, Sales, Credit Analysis, Automotive, Sales Management
Education
Gettysburg College 1991 — 1995
BA, Management
American Honda Financial Services 2011 - Present
Wachovia Bank & Securities 2002 - 2004
Morgan Stanley 2000 - 2002
Ford Motor Credit Company 1995 - 2000
Skills
Customer Satisfaction, Financial Services, Credit, Customer Retention, Finance, Management, Team Building, Sales, Credit Analysis, Automotive, Sales Management
Education
Gettysburg College 1991 — 1995
BA, Management
Joe Reich's Morgan Stanley Experience January 2002 - January 2007
Job Project Manager Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services May 1997 - Present
Morgan Stanley January 2002 - January 2007
mellon bank 1993 - 1998
Skills
SQL, Visio, PowerPoint, HTML, Microsoft Word, JavaScript, Dreamweaver, Credit Cards, Banking, Access, Portfolio Management, Financial Risk
Education
Goldey-Beacom College 2007 — 2009
MBA, IT
University of Delaware 1989 — 1993
BS/BA, Finance
Discover Financial Services May 1997 - Present
Morgan Stanley January 2002 - January 2007
mellon bank 1993 - 1998
Skills
SQL, Visio, PowerPoint, HTML, Microsoft Word, JavaScript, Dreamweaver, Credit Cards, Banking, Access, Portfolio Management, Financial Risk
Education
Goldey-Beacom College 2007 — 2009
MBA, IT
University of Delaware 1989 — 1993
BS/BA, Finance
Scott d'Entremont's Morgan Stanley Experience 1993 - 2005
Job Financial Advisor at McCloskey Financial Group
Industry Financial Services
Experience
McCloskey Financial Group May 2011 - Present
Janney Montgomery Scott August 2005 - May 2011
Morgan Stanley 1993 - 2005
Skills
Investments, Mutual Funds, Retirement Planning, Asset Allocation, Securities, Financial Advisory, Alternative Investments, Retirement, Equities, Investment Strategies, ETFs, Fixed Annuities, Finance, IRAs, Financial Services, Fixed Income
Education
Gettysburg College 1988 — 1992
B.A., Political Science
Conestoga High School 1985 — 1988
HS Diploma
McCloskey Financial Group May 2011 - Present
Janney Montgomery Scott August 2005 - May 2011
Morgan Stanley 1993 - 2005
Skills
Investments, Mutual Funds, Retirement Planning, Asset Allocation, Securities, Financial Advisory, Alternative Investments, Retirement, Equities, Investment Strategies, ETFs, Fixed Annuities, Finance, IRAs, Financial Services, Fixed Income
Education
Gettysburg College 1988 — 1992
B.A., Political Science
Conestoga High School 1985 — 1988
HS Diploma
David Monchik's Morgan Stanley Experience October 1999 - October 2000
Job Principal Engineer, Data Network at CBS Corporation Inc
Industry Information Technology and Services
Experience
CBS Corporation April 2014 - Present
CBS Corporation April 2009 - Present
CBS Corporation November 2007 - Present
Nortel Networks October 2005 - November 2007
Montefiore Information Technology March 2005 - October 2005
Capgemini October 2000 - March 2005
Morgan Stanley October 1999 - October 2000
Skills
Cisco Technologies, Data Center, Disaster Recovery, Active Directory, Networking, VPN, VMware, Virtualization, Troubleshooting, Switches, Windows Server, Servers, Integration, OSPF, VMware ESX, Linux, BGP, ITIL, Network Administration, Firewalls, DNS, Network Engineering, IT Management, Microsoft Exchange, System Administration, System Deployment, Network Security, Cisco Nexus, Enterprise Architecture, QoS, Data Center Architecture
Education
THE CHUBB INSTITUTE 1999 — 1999
Diploma in Computer Technical Support, Computer Science
Montclair State University 1996 — 1998
Bachelor of Arts (B.A.), Psychology
Sussex County Community College 1995 — 1995
Associate's degree, Business Administration and Management, General
Goldey-Beacom College
Newton high school
High school diploma
global knowledge
global knowledge
global knowledge
CBS Corporation April 2014 - Present
CBS Corporation April 2009 - Present
CBS Corporation November 2007 - Present
Nortel Networks October 2005 - November 2007
Montefiore Information Technology March 2005 - October 2005
Capgemini October 2000 - March 2005
Morgan Stanley October 1999 - October 2000
Skills
Cisco Technologies, Data Center, Disaster Recovery, Active Directory, Networking, VPN, VMware, Virtualization, Troubleshooting, Switches, Windows Server, Servers, Integration, OSPF, VMware ESX, Linux, BGP, ITIL, Network Administration, Firewalls, DNS, Network Engineering, IT Management, Microsoft Exchange, System Administration, System Deployment, Network Security, Cisco Nexus, Enterprise Architecture, QoS, Data Center Architecture
Education
THE CHUBB INSTITUTE 1999 — 1999
Diploma in Computer Technical Support, Computer Science
Montclair State University 1996 — 1998
Bachelor of Arts (B.A.), Psychology
Sussex County Community College 1995 — 1995
Associate's degree, Business Administration and Management, General
Goldey-Beacom College
Newton high school
High school diploma
global knowledge
global knowledge
global knowledge
Nate McPhail's Morgan Stanley Experience May 2015 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Robertson Stephens Advisors June 2013 - May 2015
WTAS July 2012 - May 2013
Internal Revenue Service Office of Chief Counsel January 2012 - May 2012
BOSS Enterprises, LLC June 2009 - April 2010
WTAS March 2009 - June 2009
Merrill Lynch July 2002 - July 2005
Robertson Stephens June 1997 - July 2002
Education
Golden Gate University, School of Law 2010 — 2012
LL.M. in Taxation with Honors, Taxation
Golden Gate University, School of Law 2005 — 2008
Doctor of Jurisprudence, Specialization Certificate in Taxation
Northeastern University 1991 — 1996
B.S.B.A, Finance & International Business
Berkeley High School 1987 — 1991
Morgan Stanley May 2015 - Present
Robertson Stephens Advisors June 2013 - May 2015
WTAS July 2012 - May 2013
Internal Revenue Service Office of Chief Counsel January 2012 - May 2012
BOSS Enterprises, LLC June 2009 - April 2010
WTAS March 2009 - June 2009
Merrill Lynch July 2002 - July 2005
Robertson Stephens June 1997 - July 2002
Education
Golden Gate University, School of Law 2010 — 2012
LL.M. in Taxation with Honors, Taxation
Golden Gate University, School of Law 2005 — 2008
Doctor of Jurisprudence, Specialization Certificate in Taxation
Northeastern University 1991 — 1996
B.S.B.A, Finance & International Business
Berkeley High School 1987 — 1991
Ed Berruezo's Morgan Stanley Experience 1979 - Present
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 1979 - Present
Education
University of California, Berkeley 1972 — 1973
BS in Business
University of California, Davis 1969 — 1971
Golden Gate University
MBA
Morgan Stanley 1979 - Present
Education
University of California, Berkeley 1972 — 1973
BS in Business
University of California, Davis 1969 — 1971
Golden Gate University
MBA
Nicholas Harry's Morgan Stanley Experience October 2009 - August 2010
Job Closing Coordinator at Quicken Loans
Industry Public Safety
Experience
Quicken Loans June 2013 - Present
MET Laboratories April 2011 - June 2013
Morgan Stanley October 2009 - August 2010
GFT Spot Forex CFDs Spread Bets October 2007 - September 2009
Grand Valley State University 2006 - 2007
Education
Grand Valley State University 2003 — 2007
Bachelors, Economic, History
Quicken Loans June 2013 - Present
MET Laboratories April 2011 - June 2013
Morgan Stanley October 2009 - August 2010
GFT Spot Forex CFDs Spread Bets October 2007 - September 2009
Grand Valley State University 2006 - 2007
Education
Grand Valley State University 2003 — 2007
Bachelors, Economic, History
Brennen Salter's Morgan Stanley Experience February 1999 - March 2001
Job Sr. Director of Financial Services at Interface
Industry Textiles
Experience
InterfaceFLOR 2011 - Present
Interface March 2007 - January 2011
Milliken & Company March 2006 - March 2007
Simmons Bedding Company May 2005 - March 2006
Interface March 2001 - May 2005
Morgan Stanley February 1999 - March 2001
Skills
Cost Accounting, Sarbanes-Oxley Act, Forecasting, Accounting, Financial Reporting, ERP, Financial Accounting, Budget, Financial Analysis, Process Improvement, Inventory Management, Strategic Planning, Microsoft Excel, Six Sigma, Variance Analysis, JD Edwards, Auditing, Budgets, Accounts Receivable, Team Building, New Business Development
Education
University of Georgia 1997 — 1998
Bachelor of Business Administration (BBA), Finance, General
Gordon College (GA) 1995 — 1997
Associate's degree, Business Administration and Management, General
InterfaceFLOR 2011 - Present
Interface March 2007 - January 2011
Milliken & Company March 2006 - March 2007
Simmons Bedding Company May 2005 - March 2006
Interface March 2001 - May 2005
Morgan Stanley February 1999 - March 2001
Skills
Cost Accounting, Sarbanes-Oxley Act, Forecasting, Accounting, Financial Reporting, ERP, Financial Accounting, Budget, Financial Analysis, Process Improvement, Inventory Management, Strategic Planning, Microsoft Excel, Six Sigma, Variance Analysis, JD Edwards, Auditing, Budgets, Accounts Receivable, Team Building, New Business Development
Education
University of Georgia 1997 — 1998
Bachelor of Business Administration (BBA), Finance, General
Gordon College (GA) 1995 — 1997
Associate's degree, Business Administration and Management, General
Heather Kakabeeke, CFP®'s Morgan Stanley Experience June 1999 - April 2014
Job Associate Vice President, Investments Financial Advisor at Raymond James®
Industry Financial Services
Experience
Weissert & Tiller Retirement and Income Planning Group of Raymond James® April 2014 - Present
Morgan Stanley June 1999 - April 2014
Skills
Investments, Securities, Retirement, Asset Allocation, Financial Advisory, Finance, Marketing, Financial Risk, Tax, 401k, Time Management, Series 7, Series 63, Mutual Funds, Wealth Management, Portfolio Management, Retirement Planning, Financial Services, Equities, Asset Management
Education
University of Dayton 1995 — 1999
B.S., Business Administration
Grand Valley State University 2005 — 2007
Certified Financial Planner Certificate program, Financial Planning and Services
Weissert & Tiller Retirement and Income Planning Group of Raymond James® April 2014 - Present
Morgan Stanley June 1999 - April 2014
Skills
Investments, Securities, Retirement, Asset Allocation, Financial Advisory, Finance, Marketing, Financial Risk, Tax, 401k, Time Management, Series 7, Series 63, Mutual Funds, Wealth Management, Portfolio Management, Retirement Planning, Financial Services, Equities, Asset Management
Education
University of Dayton 1995 — 1999
B.S., Business Administration
Grand Valley State University 2005 — 2007
Certified Financial Planner Certificate program, Financial Planning and Services
Fern Gray's Morgan Stanley Experience May 2007 - August 2007
Job International Energy Policy Specialist
Industry International Affairs
Experience
CARICOM Secretariat May 2015 - Present
The Fletcher School - Tufts University August 2013 - May 2015
International Organization for Migration (IOM) June 2014 - August 2014
BP January 2010 - June 2013
Wells Fargo Securities May 2008 - December 2009
Morgan Stanley May 2007 - August 2007
Morgan Stanley May 2006 - August 2006
Morgan Stanley May 2005 - August 2005
Skills
Derivatives, Finance, Fixed Income, Equities, Bloomberg, Capital Markets, Financial Analysis, Financial Modeling, Commodity, Trading, Valuation, Investment Banking, Program Management
Education
Graduate Institute of International and Development Studies 2014 — 2015
Master's Degree, International Business, Trade Law
Tufts University - The Fletcher School of Law and Diplomacy 2013 — 2015
Master's Degree, Energy Policy
Howard University 2004 — 2008
Bachelor's Degree, Finance & International Business
CARICOM Secretariat May 2015 - Present
The Fletcher School - Tufts University August 2013 - May 2015
International Organization for Migration (IOM) June 2014 - August 2014
BP January 2010 - June 2013
Wells Fargo Securities May 2008 - December 2009
Morgan Stanley May 2007 - August 2007
Morgan Stanley May 2006 - August 2006
Morgan Stanley May 2005 - August 2005
Skills
Derivatives, Finance, Fixed Income, Equities, Bloomberg, Capital Markets, Financial Analysis, Financial Modeling, Commodity, Trading, Valuation, Investment Banking, Program Management
Education
Graduate Institute of International and Development Studies 2014 — 2015
Master's Degree, International Business, Trade Law
Tufts University - The Fletcher School of Law and Diplomacy 2013 — 2015
Master's Degree, Energy Policy
Howard University 2004 — 2008
Bachelor's Degree, Finance & International Business
Erin Shimada's Morgan Stanley Experience February 2005 - Present
Job .
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2005 - Present
Morgan Stanley February 2005 - Present
Smith Barney 2005 - 2009
Bank of America October 2003 - January 2005
Skills
Microsoft Excel, Sales Management, Leadership, Recruiting, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Outlook, Event Planning, Research, Data Analysis, Project Management, Training, Fundraising, Management
Education
Gonzaga University 1999 — 2003
Bachelor of Science, Biology
Juanita High School 1996 — 1999
Morgan Stanley Smith Barney February 2005 - Present
Morgan Stanley February 2005 - Present
Smith Barney 2005 - 2009
Bank of America October 2003 - January 2005
Skills
Microsoft Excel, Sales Management, Leadership, Recruiting, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Outlook, Event Planning, Research, Data Analysis, Project Management, Training, Fundraising, Management
Education
Gonzaga University 1999 — 2003
Bachelor of Science, Biology
Juanita High School 1996 — 1999
Alvin Ranchhod's Morgan Stanley Experience July 2010 - December 2012
Job District Vice President at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments January 2015 - Present
Fidelity Investments April 2013 - December 2014
Morgan Stanley July 2010 - December 2012
Skills
Wealth Management, Equities, Investment Strategies, Fixed Income, Portfolio Management, Asset Managment, Investment Advisory, Retirement, Asset Allocation, Financial Advisory, ETFs, Modeling Portfolios, Hybrids, Client Prospecting, Investment Research, Equity Derivatives, Dividends, Asset Management, Financial Markets, Alternative Investments, Mutual Funds, Bonds
Education
Griffith University 2005 — 2008
BBus, Finance & Marketing
Kaplan Professional 2011 — 2012
Deakin Prime 2010 — 2012
Aquinas College 2000 — 2004
High School Certificate
Fidelity Investments January 2015 - Present
Fidelity Investments April 2013 - December 2014
Morgan Stanley July 2010 - December 2012
Skills
Wealth Management, Equities, Investment Strategies, Fixed Income, Portfolio Management, Asset Managment, Investment Advisory, Retirement, Asset Allocation, Financial Advisory, ETFs, Modeling Portfolios, Hybrids, Client Prospecting, Investment Research, Equity Derivatives, Dividends, Asset Management, Financial Markets, Alternative Investments, Mutual Funds, Bonds
Education
Griffith University 2005 — 2008
BBus, Finance & Marketing
Kaplan Professional 2011 — 2012
Deakin Prime 2010 — 2012
Aquinas College 2000 — 2004
High School Certificate
Art Fong's Morgan Stanley Experience September 2003 - September 2009
Job Director at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd. September 2009 - Present
Morgan Stanley September 2003 - September 2009
Lend Lease Real Estate 1994 - 2003
Richard Ellis Inc. 1984 - 1993
Education
Golden Gate University 1982 — 1984
Master of Business Administration (MBA), Finance, General, 3.85
Invesco Ltd. September 2009 - Present
Morgan Stanley September 2003 - September 2009
Lend Lease Real Estate 1994 - 2003
Richard Ellis Inc. 1984 - 1993
Education
Golden Gate University 1982 — 1984
Master of Business Administration (MBA), Finance, General, 3.85
Lou Ann Halloran's Morgan Stanley Experience October 1991 - December 2008
Job
Industry Cosmetics
Experience
Avon December 2008 - Present
Morgan Stanley October 1991 - December 2008
Education
Glendale Community College
Avon December 2008 - Present
Morgan Stanley October 1991 - December 2008
Education
Glendale Community College
Thomas Valeo's Morgan Stanley Experience 1999 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 1999 - Present
Morgan Stanley March 1999 - July 2015
Education
Gettysburg College 1993 — 1997
BA
Morgan Stanley 1999 - Present
Morgan Stanley March 1999 - July 2015
Education
Gettysburg College 1993 — 1997
BA
Saly Stempfly, CPA's Morgan Stanley Experience June 2004 - August 2004
Job Internal Auditor at Haworth
Industry Accounting
Experience
Haworth August 2010 - Present
Ernst & Young January 2007 - April 2010
Grand Valley State University January 2006 - December 2006
Northwestern Mutual September 2005 - May 2006
Plante & Moran, PLLC December 2004 - June 2005
National City Bank May 2002 - December 2004
Morgan Stanley June 2004 - August 2004
Education
Grand Valley State University 2006 — 2006
MSA, Accounting
Grand Valley State University 2001 — 2005
BBA, Accounting/Finance
Haworth August 2010 - Present
Ernst & Young January 2007 - April 2010
Grand Valley State University January 2006 - December 2006
Northwestern Mutual September 2005 - May 2006
Plante & Moran, PLLC December 2004 - June 2005
National City Bank May 2002 - December 2004
Morgan Stanley June 2004 - August 2004
Education
Grand Valley State University 2006 — 2006
MSA, Accounting
Grand Valley State University 2001 — 2005
BBA, Accounting/Finance
Amanda Nunez's Morgan Stanley Experience August 2006 - Present
Job Office Manager at Bentall Kennedy
Industry Investment Management
Experience
Bentall Kennedy September 2012 - Present
Morgan Stanley August 2006 - Present
Diamondhead Ventures November 2001 - August 2006
Education
Golden Gate University
University of Redlands
Bentall Kennedy September 2012 - Present
Morgan Stanley August 2006 - Present
Diamondhead Ventures November 2001 - August 2006
Education
Golden Gate University
University of Redlands
Kristi Palmer's Morgan Stanley Experience March 2011 - October 2012
Job Financial Services Management
Industry Financial Services
Experience
U.S. Bancorp Investments, Inc. February 2013 - Present
Morgan Stanley March 2011 - October 2012
Bank of America/Merrill Lynch August 2005 - December 2010
Morgan Stanley Dean Witter June 1986 - July 2005
Skills
Portfolio Management, Wealth Management, Series 7, Credit, Banking, Series 63, Mutual Funds, Asset Management, Investments, Retirement Planning, Equities, Asset Allocation, Alternative Investments, Change Management, Business Development
Education
Golden Gate University 1999 — 2001
MBA
University of Redlands 1988 — 1990
BSBAM
U.S. Bancorp Investments, Inc. February 2013 - Present
Morgan Stanley March 2011 - October 2012
Bank of America/Merrill Lynch August 2005 - December 2010
Morgan Stanley Dean Witter June 1986 - July 2005
Skills
Portfolio Management, Wealth Management, Series 7, Credit, Banking, Series 63, Mutual Funds, Asset Management, Investments, Retirement Planning, Equities, Asset Allocation, Alternative Investments, Change Management, Business Development
Education
Golden Gate University 1999 — 2001
MBA
University of Redlands 1988 — 1990
BSBAM
Krista Lehm's Morgan Stanley Experience October 2005 - July 2008
Job Director of Corporate Contracting at Bravo Health
Industry Hospital & Health Care
Experience
Bravo Health July 2008 - Present
Bravo Health July 2008 - Present
Morgan Stanley October 2005 - July 2008
HSBC January 2001 - October 2005
Education
Goldey-Beacom College 2003 — 2005
M.B.A, Finance, Marketing
University of Delaware 1997 — 2000
BA, Psychology
Bravo Health July 2008 - Present
Bravo Health July 2008 - Present
Morgan Stanley October 2005 - July 2008
HSBC January 2001 - October 2005
Education
Goldey-Beacom College 2003 — 2005
M.B.A, Finance, Marketing
University of Delaware 1997 — 2000
BA, Psychology
Evan Bull's Morgan Stanley Experience June 2012 - June 2013
Job Equity Research Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2013 - Present
Morgan Stanley June 2012 - June 2013
Signia Capital September 2011 - April 2012
Bank Of America Merrill Lynch June 2011 - August 2011
Skills
Equity Research, Bloomberg
Education
Gonzaga University 2008 — 2012
Deutsche Bank June 2013 - Present
Morgan Stanley June 2012 - June 2013
Signia Capital September 2011 - April 2012
Bank Of America Merrill Lynch June 2011 - August 2011
Skills
Equity Research, Bloomberg
Education
Gonzaga University 2008 — 2012
Keith Auyang's Morgan Stanley Experience January 2000 - May 2006
Job Auditor at California State Auditor
Industry Accounting
Experience
County of Sonoma September 2014 - Present
California State Auditor September 2012 - September 2014
Ameriprise Financial Services, Inc. June 2006 - November 2010
Morgan Stanley January 2000 - May 2006
Skills
Financial Audits, Performance Auditing, Financial Accounting, Financial Services, Sales, PowerPoint, Microsoft Excel, PwC TeamMate, Personal Financial..., Financial Analysis, Financial Reporting, Strategic Financial...
Education
Golden Gate University 2010 — 2011
University of California, San Diego 1991 — 1995
B.A., Economics
County of Sonoma September 2014 - Present
California State Auditor September 2012 - September 2014
Ameriprise Financial Services, Inc. June 2006 - November 2010
Morgan Stanley January 2000 - May 2006
Skills
Financial Audits, Performance Auditing, Financial Accounting, Financial Services, Sales, PowerPoint, Microsoft Excel, PwC TeamMate, Personal Financial..., Financial Analysis, Financial Reporting, Strategic Financial...
Education
Golden Gate University 2010 — 2011
University of California, San Diego 1991 — 1995
B.A., Economics
Charles Caraher's Morgan Stanley Experience 1998 - 2004
Job RN at Hospital
Industry Information Services
Experience
Caraher Concepts, LLC RNHospital2007 - Present
Morgan Stanley 1998 - 2004
First Chicago Trust Company 1995 - 1998
Cook County 1992 - 1994
Education
LIU Brooklyn 2004 — 2006
BSN, Nursing
New York University 2001 — 2003
Certificate - Windows Programming, Computer Programming
University of Illinois at Chicago 1989 — 1994
MBA, Finance, MIS, Operations Research
Governors State University 1987 — 1988
BSCS, Computer Science
DeVry 1984 — 1987
BSEET, Electronics Engineering Technology
Caraher Concepts, LLC RNHospital2007 - Present
Morgan Stanley 1998 - 2004
First Chicago Trust Company 1995 - 1998
Cook County 1992 - 1994
Education
LIU Brooklyn 2004 — 2006
BSN, Nursing
New York University 2001 — 2003
Certificate - Windows Programming, Computer Programming
University of Illinois at Chicago 1989 — 1994
MBA, Finance, MIS, Operations Research
Governors State University 1987 — 1988
BSCS, Computer Science
DeVry 1984 — 1987
BSEET, Electronics Engineering Technology
jeff rehling's Morgan Stanley Experience September 2011 - January 2015
Job Private Wealth Advisor at Lincoln Financial Advisors
Industry Financial Services
Experience
Lincoln Financial Advisors February 2015 - Present
Morgan Stanley September 2011 - January 2015
Edward Jones September 2010 - September 2011
Edward Jones July 2007 - September 2010
US Air Force January 2004 - September 2007
Education
Golden Gate University
Master of Public Administration (M.P.A.), Public Administration
University of Phoenix 2012 — 2012
MBA, Business Administration, Management and Operations
Webster University
Masters, Human Resource Management
Lincoln Financial Advisors February 2015 - Present
Morgan Stanley September 2011 - January 2015
Edward Jones September 2010 - September 2011
Edward Jones July 2007 - September 2010
US Air Force January 2004 - September 2007
Education
Golden Gate University
Master of Public Administration (M.P.A.), Public Administration
University of Phoenix 2012 — 2012
MBA, Business Administration, Management and Operations
Webster University
Masters, Human Resource Management
Ann Marie Brooke's Morgan Stanley Experience April 2013 - Present
Job Administrative Assistant at NanoRidge Materials, Inc.
Industry Nanotechnology
Experience
Morgan Stanley April 2013 - Present
NanoRidge September 2012 - April 2013
Lone Star College May 2012 - September 2012
Braid Logistics (NA) Inc July 2008 - March 2011
Eagle Springs Elementary School September 2007 - June 2008
Humble ISD November 2005 - September 2007
Dr. Goodkin & Associates September 2003 - June 2004
Rimex Metals U.S.A. Inc March 1985 - June 1999
Skills
Invoicing, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Outlook, Microsoft Excel, Time Management
Education
Rutgers University, Cook College
John F. Kennedy Memorial High School 1977 — 1981
Guilford College
New England College
Morgan Stanley April 2013 - Present
NanoRidge September 2012 - April 2013
Lone Star College May 2012 - September 2012
Braid Logistics (NA) Inc July 2008 - March 2011
Eagle Springs Elementary School September 2007 - June 2008
Humble ISD November 2005 - September 2007
Dr. Goodkin & Associates September 2003 - June 2004
Rimex Metals U.S.A. Inc March 1985 - June 1999
Skills
Invoicing, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Outlook, Microsoft Excel, Time Management
Education
Rutgers University, Cook College
John F. Kennedy Memorial High School 1977 — 1981
Guilford College
New England College
Peter Donovan's Morgan Stanley Experience 1996 - 1999
Job Corporate Banking
Industry Banking
Experience
Cambridge Savings Bank 2008 - Present
Donovan Enterprises 2006 - 2012
Bank of New England 2006 - 2008
CIT 2004 - 2006
GE Commercial Finance 1999 - 2004
Morgan Stanley 1996 - 1999
Self Employed 1993 - 1996
KPMG 1992 - 1993
Consolidated Freightways 1990 - 1992
United States Marine Corps August 1980 - August 1986
Skills
Commercial Lending, Credit, Loans, Credit Analysis, Portfolio Management, Banking, Commercial Banking, Corporate Finance, Financial Analysis, Underwriting, Asset Based Lending, Capital Markets, Loan Origination, Financial Services
Education
Golden Gate University
Master of Science (MS), Business/Taxation
Cambridge Savings Bank 2008 - Present
Donovan Enterprises 2006 - 2012
Bank of New England 2006 - 2008
CIT 2004 - 2006
GE Commercial Finance 1999 - 2004
Morgan Stanley 1996 - 1999
Self Employed 1993 - 1996
KPMG 1992 - 1993
Consolidated Freightways 1990 - 1992
United States Marine Corps August 1980 - August 1986
Skills
Commercial Lending, Credit, Loans, Credit Analysis, Portfolio Management, Banking, Commercial Banking, Corporate Finance, Financial Analysis, Underwriting, Asset Based Lending, Capital Markets, Loan Origination, Financial Services
Education
Golden Gate University
Master of Science (MS), Business/Taxation
Ralph Giordano's Morgan Stanley Experience January 2014 - Present
Job Vice President at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2014 - Present
Goldman Sachs Execution & Clearing April 2006 - November 2013
Goldman Sachs May 1984 - April 2006
Goldman, Sachs & Co January 2001 - March 2006
Goldman Sachs May 1984 - December 1994
Skills
Risk Management, Strategy, Management, Analysis, Financial Risk, Financial Services, Project Management, Securities, Operations Management, Auditing, Trading
Education
Grand Canyon University 2008 — 2009
Master of Arts (M.A.), Secondary Education and Teaching
St. John's University NY 1977 — 1981
BS, Communications
Morgan Stanley January 2014 - Present
Goldman Sachs Execution & Clearing April 2006 - November 2013
Goldman Sachs May 1984 - April 2006
Goldman, Sachs & Co January 2001 - March 2006
Goldman Sachs May 1984 - December 1994
Skills
Risk Management, Strategy, Management, Analysis, Financial Risk, Financial Services, Project Management, Securities, Operations Management, Auditing, Trading
Education
Grand Canyon University 2008 — 2009
Master of Arts (M.A.), Secondary Education and Teaching
St. John's University NY 1977 — 1981
BS, Communications
Barbara Valente's Morgan Stanley Experience November 2004 - January 2012
Job Corporate Paralegal
Industry Apparel & Fashion
Experience
ANN INC. November 2012 - Present
Law Office of Bonnie P. Josephs, Esq. February 2012 - October 2012
Morgan Stanley November 2004 - January 2012
Morgan Stanley June 2000 - November 2004
Smith Barney October 1996 - May 2000
Skills
Writing, Restricted Stock, 10b5-1 Plans, Project Coordination, Compliance, Regulatory Filings, Legal Research, Corporate Law, Securities, Securities Regulation, Management, Corporate Governance, Document Review, Due Diligence, Financial Services
Education
Goucher College
Bachelor of Arts (B.A.), English
New York University
Paralegal Diploma
University of Lancaster
Junior year abroad (England)
ANN INC. November 2012 - Present
Law Office of Bonnie P. Josephs, Esq. February 2012 - October 2012
Morgan Stanley November 2004 - January 2012
Morgan Stanley June 2000 - November 2004
Smith Barney October 1996 - May 2000
Skills
Writing, Restricted Stock, 10b5-1 Plans, Project Coordination, Compliance, Regulatory Filings, Legal Research, Corporate Law, Securities, Securities Regulation, Management, Corporate Governance, Document Review, Due Diligence, Financial Services
Education
Goucher College
Bachelor of Arts (B.A.), English
New York University
Paralegal Diploma
University of Lancaster
Junior year abroad (England)
Brian Mercer's Morgan Stanley Experience December 2013 - May 2014
Job Senior Research Analyst at The Lewin Group
Industry Management Consulting
Experience
The Lewin Group June 2014 - Present
Gordon College January 2014 - May 2014
Morgan Stanley December 2013 - May 2014
Center for Technology Services January 2013 - May 2014
Sovereign's Capital June 2013 - August 2013
Center for Technology Services September 2012 - January 2013
Center for Technology Services September 2010 - September 2012
Southwick's Zoo August 2007 - August 2012
Skills
PowerPoint, Research, Microsoft Excel, Microsoft Word, Access, Economics, Management, Data Analysis, Leadership, Teaching, Financial Analysis, Editing, Higher Education, Public Speaking, Technology, SAS, Consulting
Education
Gordon College 2010 — 2014
Bachelor of Arts, Economics and Finance
The Lewin Group June 2014 - Present
Gordon College January 2014 - May 2014
Morgan Stanley December 2013 - May 2014
Center for Technology Services January 2013 - May 2014
Sovereign's Capital June 2013 - August 2013
Center for Technology Services September 2012 - January 2013
Center for Technology Services September 2010 - September 2012
Southwick's Zoo August 2007 - August 2012
Skills
PowerPoint, Research, Microsoft Excel, Microsoft Word, Access, Economics, Management, Data Analysis, Leadership, Teaching, Financial Analysis, Editing, Higher Education, Public Speaking, Technology, SAS, Consulting
Education
Gordon College 2010 — 2014
Bachelor of Arts, Economics and Finance
Barbara Scully-Farrer's Morgan Stanley Experience September 2014 - December 2014
Job Supervisor Private Equity
Industry Financial Services
Experience
Citco Fund Services May 2015 - Present
Morgan Stanley September 2014 - December 2014
BNY Mellon January 2014 - August 2014
State Street July 2013 - December 2013
BNY Mellon April 2008 - April 2012
Nationwide Funds Group (Formerly Gartmore Global Investments) January 2005 - April 2008
Gartmore Global Invetments March 2005 - June 2005
Pep Boys October 2004 - March 2005
Gartmore Global Investments July 2004 - October 2004
PFPC Inc. January 2002 - January 2004
Skills
Financial Modeling, Risk Management, Asset Management, Financial Risk, Accounting, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, Valuation, Mutual Funds, Mergers & Acquisitions, Hedge Funds, Corporate Finance, Analysis, Financial Reporting
Education
Investment Banking Institute 2012 — 2012
Goucher College
Bachelor of Arts (BA), Economics
Citco Fund Services May 2015 - Present
Morgan Stanley September 2014 - December 2014
BNY Mellon January 2014 - August 2014
State Street July 2013 - December 2013
BNY Mellon April 2008 - April 2012
Nationwide Funds Group (Formerly Gartmore Global Investments) January 2005 - April 2008
Gartmore Global Invetments March 2005 - June 2005
Pep Boys October 2004 - March 2005
Gartmore Global Investments July 2004 - October 2004
PFPC Inc. January 2002 - January 2004
Skills
Financial Modeling, Risk Management, Asset Management, Financial Risk, Accounting, Internal Controls, Sarbanes-Oxley Act, Internal Audit, Auditing, Valuation, Mutual Funds, Mergers & Acquisitions, Hedge Funds, Corporate Finance, Analysis, Financial Reporting
Education
Investment Banking Institute 2012 — 2012
Goucher College
Bachelor of Arts (BA), Economics
Ben Corser's Morgan Stanley Experience June 2008 - January 2009
Job Admissions Representative at Grand Canyon University
Industry Higher Education
Experience
Grand Canyon University August 2009 - Present
Five Spice LLC January 2009 - August 2009
Morgan Stanley June 2008 - January 2009
Skills
Customer Service, Public Speaking, Sales, Marketing, Microsoft Word, Microsoft Office, Training, Event Planning, Marketing Strategy, PowerPoint, Event Management, Microsoft Excel
Education
Grand Canyon University 2009 — 2012
Master of Business Administration (M.B.A.), Finance
Grand Canyon University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Grand Canyon University August 2009 - Present
Five Spice LLC January 2009 - August 2009
Morgan Stanley June 2008 - January 2009
Skills
Customer Service, Public Speaking, Sales, Marketing, Microsoft Word, Microsoft Office, Training, Event Planning, Marketing Strategy, PowerPoint, Event Management, Microsoft Excel
Education
Grand Canyon University 2009 — 2012
Master of Business Administration (M.B.A.), Finance
Grand Canyon University 2004 — 2007
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Beth St.Hilaire's Morgan Stanley Experience August 2008 - June 2009
Job Financial Services Professional
Industry Financial Services
Experience
Various July 2012 - Present
PENSCO Trust Company 2011 - 2012
KNF&T Staffing Resources September 2010 - February 2011
N/A June 2009 - August 2010
Morgan Stanley August 2008 - June 2009
MetLife May 2006 - April 2008
University of New Hampshire October 2002 - May 2006
University of New Hampshire September 1994 - October 2002
Skills
Securities, Mutual Funds, Alternative Investments, Financial Services, Asset Managment, Office Management, Supervising, Team Building, Streamlining Operations, Investments, Asset Allocation, Accounting, Human Resources, Account Management, Auditing, Customer Service, Time Management, Pensions, Invoicing, Employee Benefits, Insurance, Asset Management, Business Development, Fixed Income
Education
American College Testing, Inc. 2012 — 2012
National Career Readiness Certificate, Silver
Blended Solutions Technical Institute
60 Hours of Instruction from Patrick Hynds, MS Regional Director for Boston, Massachusetts, Implementing and Maintaining MS SQL Server Database
Granite State College
Bachelor of Science (BS), Management
Great Bay Community College
Various July 2012 - Present
PENSCO Trust Company 2011 - 2012
KNF&T Staffing Resources September 2010 - February 2011
N/A June 2009 - August 2010
Morgan Stanley August 2008 - June 2009
MetLife May 2006 - April 2008
University of New Hampshire October 2002 - May 2006
University of New Hampshire September 1994 - October 2002
Skills
Securities, Mutual Funds, Alternative Investments, Financial Services, Asset Managment, Office Management, Supervising, Team Building, Streamlining Operations, Investments, Asset Allocation, Accounting, Human Resources, Account Management, Auditing, Customer Service, Time Management, Pensions, Invoicing, Employee Benefits, Insurance, Asset Management, Business Development, Fixed Income
Education
American College Testing, Inc. 2012 — 2012
National Career Readiness Certificate, Silver
Blended Solutions Technical Institute
60 Hours of Instruction from Patrick Hynds, MS Regional Director for Boston, Massachusetts, Implementing and Maintaining MS SQL Server Database
Granite State College
Bachelor of Science (BS), Management
Great Bay Community College
Anne Slowik's Morgan Stanley Experience February 2006 - Present
Job Legal Assistant at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley February 2006 - Present
Education
Golden Gate University
Accounting
Morgan Stanley February 2006 - Present
Education
Golden Gate University
Accounting
Francis Spagnolo's Morgan Stanley Experience 2000 - 2001
Job Agile Tester at Bank of America
Industry Banking
Experience
Bank of America May 2012 - Present
Bank of America 2010 - 2012
Bank of America 2002 - 2010
Bank of America 2001 - 2002
Morgan Stanley 2000 - 2001
UPS 1988 - 2000
M&G Convoy/Ryder Systems 1986 - 1988
Education
Goldey Beacom College 2001 — 2005
MBA, Management
Goldey Beacom College 1981 — 1985
Bachelor of Science (BS), Business Administration
Bank of America May 2012 - Present
Bank of America 2010 - 2012
Bank of America 2002 - 2010
Bank of America 2001 - 2002
Morgan Stanley 2000 - 2001
UPS 1988 - 2000
M&G Convoy/Ryder Systems 1986 - 1988
Education
Goldey Beacom College 2001 — 2005
MBA, Management
Goldey Beacom College 1981 — 1985
Bachelor of Science (BS), Business Administration
Duncan Foster's Morgan Stanley Experience September 2013 - Present
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley September 2013 - Present
Morgan Stanley May 2004 - September 2013
Skills
Management, Equities, Investments, Investment Banking, Leadership, Strategic Planning, Capital Markets, Risk Management, Fixed Income, Equity Derivatives, Dividends, Risk Arbitrage, Debt & Equity Financing, Corporate Actions, Prime Brokerage, Equity Swaps, Futures Trading, Securities Lending, Equity Trading
Education
Glasgow Caledonian University
Bachelor of Arts (B.A.), Economics
Morgan Stanley September 2013 - Present
Morgan Stanley May 2004 - September 2013
Skills
Management, Equities, Investments, Investment Banking, Leadership, Strategic Planning, Capital Markets, Risk Management, Fixed Income, Equity Derivatives, Dividends, Risk Arbitrage, Debt & Equity Financing, Corporate Actions, Prime Brokerage, Equity Swaps, Futures Trading, Securities Lending, Equity Trading
Education
Glasgow Caledonian University
Bachelor of Arts (B.A.), Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS