Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Employees
Employee
Years
Job
Industry
Paul Crowley Paul Crowley's Morgan Stanley Experience July 1981 - June 1983
Job Director of Quantitative Strategies at Visium Asset Management
Industry Investment Management
Experience
Visium Asset Management October 2013 - Present
Magnitude Capital, LLC September 2010 - July 2013
TradeOptimizer Group December 2008 - November 2009
Gradient Fund Management LLC July 2005 - December 2008
Millennium Partners November 2000 - July 2005
UBS March 1994 - November 2000
Barra, Inc. January 1992 - July 1993
McKinsey & Company September 1985 - January 1992
Booz Allen Hamilton June 1984 - August 1984
Morgan Stanley July 1981 - June 1983
Skills
Hedge Funds, Equities, Alternative Investments, Trading Systems, Equity Derivatives, Fund Of Funds, Electronic Trading, Securities, Institutional..., Strategy, Funding, Asset Allocation, Asset Management, Portfolio Management, Private Equity
Education
Harvard Business School 1983 — 1985
MBA, Business
Harvard University 1977 — 1981
BA, Physics
Visium Asset Management October 2013 - Present
Magnitude Capital, LLC September 2010 - July 2013
TradeOptimizer Group December 2008 - November 2009
Gradient Fund Management LLC July 2005 - December 2008
Millennium Partners November 2000 - July 2005
UBS March 1994 - November 2000
Barra, Inc. January 1992 - July 1993
McKinsey & Company September 1985 - January 1992
Booz Allen Hamilton June 1984 - August 1984
Morgan Stanley July 1981 - June 1983
Skills
Hedge Funds, Equities, Alternative Investments, Trading Systems, Equity Derivatives, Fund Of Funds, Electronic Trading, Securities, Institutional..., Strategy, Funding, Asset Allocation, Asset Management, Portfolio Management, Private Equity
Education
Harvard Business School 1983 — 1985
MBA, Business
Harvard University 1977 — 1981
BA, Physics
Angela Suh Angela Suh's Morgan Stanley Experience June 2003 - August 2006
Job Management Consultant and Senior Marketing and Brand Manager at Strategy& (formerly Booz & Company)
Industry Management Consulting
Experience
Strategy&, part of the PwC network (formerly Booz & Company) October 2013 - Present
Booz & Company (now Strategy&) September 2008 - October 2013
Morgan Stanley June 2003 - August 2006
Skills
Strategy, Business Development, Change Management, Marketing, Management Consulting, Management, Business Strategy, Program Management, Consulting, Leadership
Education
Harvard Business School 2006 — 2008
MBA
Yale University 1999 — 2003
BA, Political Science and International Studies, magna cum laude
Strategy&, part of the PwC network (formerly Booz & Company) October 2013 - Present
Booz & Company (now Strategy&) September 2008 - October 2013
Morgan Stanley June 2003 - August 2006
Skills
Strategy, Business Development, Change Management, Marketing, Management Consulting, Management, Business Strategy, Program Management, Consulting, Leadership
Education
Harvard Business School 2006 — 2008
MBA
Yale University 1999 — 2003
BA, Political Science and International Studies, magna cum laude
Cody Stewart's Morgan Stanley Experience September 2009 - December 2010
Job Whataburger Real Estate
Industry Real Estate
Experience
Whataburger January 2011 - Present
Morgan Stanley September 2009 - December 2010
Watson Advisors January 2008 - September 2009
Skills
DCF Valuation, Pro Forma Development, Argus Modeling, FINRA Series 7, FINRA Series 66, FINRA Series 31, Real Estate Development, Corporate Finance, Corporate Real Estate, Business Strategy, JD Edwards, JDE Enterprise One, Commercial Real Estate, Contract Negotiation, Management, Strategic Planning, Budgets, Finance, Team Building, Leadership, Real Estate, Investments, Negotiation, Due Diligence, Financial Analysis, Asset Management, Team Leadership, Investment Properties, Microsoft Excel, Process Improvement
Education
Texas A&M University-Corpus Christi 2005 — 2007
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Hardin-Simmons University 2004 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Whataburger January 2011 - Present
Morgan Stanley September 2009 - December 2010
Watson Advisors January 2008 - September 2009
Skills
DCF Valuation, Pro Forma Development, Argus Modeling, FINRA Series 7, FINRA Series 66, FINRA Series 31, Real Estate Development, Corporate Finance, Corporate Real Estate, Business Strategy, JD Edwards, JDE Enterprise One, Commercial Real Estate, Contract Negotiation, Management, Strategic Planning, Budgets, Finance, Team Building, Leadership, Real Estate, Investments, Negotiation, Due Diligence, Financial Analysis, Asset Management, Team Leadership, Investment Properties, Microsoft Excel, Process Improvement
Education
Texas A&M University-Corpus Christi 2005 — 2007
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Hardin-Simmons University 2004 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Michelle Tandler's Morgan Stanley Experience June 2007 - August 2007
Job Associate at Trinity Ventures
Industry Venture Capital & Private Equity
Experience
Trinity Ventures June 2014 - Present
Yammer, Inc. October 2011 - July 2013
McKinsey & Company August 2008 - June 2010
Morgan Stanley June 2007 - August 2007
Skills
Venture Capital, Product Marketing, Start-ups, Go-to-market Strategy, SaaS, Competitive Analysis
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania 2006 — 2008
Bachelor of Arts (B.A.), History
The Hebrew University 2005 — 2006
Study Abroad, Hebrew Language and Literature, History
San Francisco University High School 2000 — 2004
Trinity Ventures June 2014 - Present
Yammer, Inc. October 2011 - July 2013
McKinsey & Company August 2008 - June 2010
Morgan Stanley June 2007 - August 2007
Skills
Venture Capital, Product Marketing, Start-ups, Go-to-market Strategy, SaaS, Competitive Analysis
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
University of Pennsylvania 2006 — 2008
Bachelor of Arts (B.A.), History
The Hebrew University 2005 — 2006
Study Abroad, Hebrew Language and Literature, History
San Francisco University High School 2000 — 2004
Stuart Ellman Stuart Ellman's Morgan Stanley Experience June 1991 - August 1991
Job Managing Partner at RRE Ventures
Industry Venture Capital & Private Equity
Experience
RRE Ventures June 1994 - Present
92nd Street Y 2001 - Present
Columbia University 2003 - Present
Morgan Stanley June 1991 - August 1991
Dillon, Read and Co. Inc. 1988 - 1990
McKinsey & Company April 1987 - August 1987
Skills
Start-ups, Entrepreneurship, Venture Capital, Product Development, Strategic Partnerships, Business Strategy, E-commerce, Strategic Planning, Growth Capital, Mergers, Restructuring, Mergers & Acquisitions, Capital Markets, Corporate Development, Strategy, New Business Development, Leadership, Private Equity, Management, Mobile Devices, Finance, Digital Media, Investments
Education
Harvard Business School 1990 — 1992
MBA, General Management
Wesleyan University 1984 — 1988
BA, Economics
RRE Ventures June 1994 - Present
92nd Street Y 2001 - Present
Columbia University 2003 - Present
Morgan Stanley June 1991 - August 1991
Dillon, Read and Co. Inc. 1988 - 1990
McKinsey & Company April 1987 - August 1987
Skills
Start-ups, Entrepreneurship, Venture Capital, Product Development, Strategic Partnerships, Business Strategy, E-commerce, Strategic Planning, Growth Capital, Mergers, Restructuring, Mergers & Acquisitions, Capital Markets, Corporate Development, Strategy, New Business Development, Leadership, Private Equity, Management, Mobile Devices, Finance, Digital Media, Investments
Education
Harvard Business School 1990 — 1992
MBA, General Management
Wesleyan University 1984 — 1988
BA, Economics
Wallace Kyle Wallace Kyle's Morgan Stanley Experience September 1999 - April 2012
Job Vice PresidentInvestments at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Wealth Management April 2012 - Present
Morgan Stanley September 1999 - April 2012
Education
Hartwick College 1973 — 1977
UBS Wealth Management April 2012 - Present
Morgan Stanley September 1999 - April 2012
Education
Hartwick College 1973 — 1977
Kirk Tassell, CFP® Kirk Tassell, CFP®'s Morgan Stanley Experience January 1997 - May 1999
Job Investment Advisor at Commonwealth Financial Network
Industry Financial Services
Experience
Breed's Hill Wealth Management April 2014 - Present
Commonwealth Financial Network April 2014 - Present
Stockcross Financial Services Inc October 2008 - April 2014
SunTrust Investment Services March 2007 - October 2008
TDAmeritrade June 1999 - December 2006
Morgan Stanley January 1997 - May 1999
Skills
Portfolio Management, Asset Management, Bonds, Investments, Risk Management, Fixed Income, Wealth Management, Finance, Securities, Fixed Annuities, Retirment Income...
Education
Hartwick College 1985 — 1989
Bachelor of Arts (B.A.), Business, Management
University of Central Florida 2000 — 2001
Executive Financial Planning Certification Program
Breed's Hill Wealth Management April 2014 - Present
Commonwealth Financial Network April 2014 - Present
Stockcross Financial Services Inc October 2008 - April 2014
SunTrust Investment Services March 2007 - October 2008
TDAmeritrade June 1999 - December 2006
Morgan Stanley January 1997 - May 1999
Skills
Portfolio Management, Asset Management, Bonds, Investments, Risk Management, Fixed Income, Wealth Management, Finance, Securities, Fixed Annuities, Retirment Income...
Education
Hartwick College 1985 — 1989
Bachelor of Arts (B.A.), Business, Management
University of Central Florida 2000 — 2001
Executive Financial Planning Certification Program
Chad D. Hufsey's Morgan Stanley Experience April 2005 - July 2006
Job CoFounder & President
Industry Investment Management
Experience
Alturus Strategic Capital Partners April 2014 - Present
Brazos Private Equity Partners July 2011 - April 2014
Dallas Cowboys Football Club, Ltd. June 2010 - August 2010
Quantum Energy Partners July 2008 - June 2009
Quantum Energy Partners September 2006 - July 2008
Morgan Stanley April 2005 - July 2006
Skills
Private Equity, Valuation, Financial Modeling, Venture Capital, Investment Banking, Investments, Financial Analysis, Due Diligence, Corporate Finance, Mergers, Corporate Development, Equities, LBO, Capital Markets, Alternative Investments, Strategy, Entrepreneurship, Leveraged Finance, Business Valuation, Portfolio Management, Emerging Markets, M&A experience, Mergers & Acquisitions, Acquisitions, Structured Finance
Education
Harvard Business School 2009 — 2011
MBA, Business Administration, Management and Operations
Texas Christian University 2001 — 2004
BBA, Finance, Economics
Alturus Strategic Capital Partners April 2014 - Present
Brazos Private Equity Partners July 2011 - April 2014
Dallas Cowboys Football Club, Ltd. June 2010 - August 2010
Quantum Energy Partners July 2008 - June 2009
Quantum Energy Partners September 2006 - July 2008
Morgan Stanley April 2005 - July 2006
Skills
Private Equity, Valuation, Financial Modeling, Venture Capital, Investment Banking, Investments, Financial Analysis, Due Diligence, Corporate Finance, Mergers, Corporate Development, Equities, LBO, Capital Markets, Alternative Investments, Strategy, Entrepreneurship, Leveraged Finance, Business Valuation, Portfolio Management, Emerging Markets, M&A experience, Mergers & Acquisitions, Acquisitions, Structured Finance
Education
Harvard Business School 2009 — 2011
MBA, Business Administration, Management and Operations
Texas Christian University 2001 — 2004
BBA, Finance, Economics
Saad T. Khan Saad T. Khan's Morgan Stanley Experience July 2011 - February 2013
Job Corporate Development & Strategy at King
Industry Internet
Experience
King December 2014 - Present
King October 2014 - December 2014
Macquarie Group February 2013 - October 2014
Morgan Stanley July 2011 - February 2013
Burrage Capital June 2010 - August 2010
Merrill Lynch August 2006 - May 2009
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Finance, Equities, LBO, Financial Analysis, Due Diligence, Venture Capital, Hedge Funds, Investments, Acquisitions, Mergers & Acquisitions, Strategy, Finance, Emerging Markets, Capital Markets, Corporate Development, IPO, Restructuring, Business Valuation
Education
Harvard Business School 2009 — 2011
Master of Business Administration (MBA), Finance, General
Macalester College 2002 — 2006
Bachelor of Arts Degree, Economics; Accounting
Karachi Grammar School 1992 — 2002
A-Levels, Economics
King December 2014 - Present
King October 2014 - December 2014
Macquarie Group February 2013 - October 2014
Morgan Stanley July 2011 - February 2013
Burrage Capital June 2010 - August 2010
Merrill Lynch August 2006 - May 2009
Skills
Financial Modeling, Valuation, Investment Banking, Private Equity, Corporate Finance, Equities, LBO, Financial Analysis, Due Diligence, Venture Capital, Hedge Funds, Investments, Acquisitions, Mergers & Acquisitions, Strategy, Finance, Emerging Markets, Capital Markets, Corporate Development, IPO, Restructuring, Business Valuation
Education
Harvard Business School 2009 — 2011
Master of Business Administration (MBA), Finance, General
Macalester College 2002 — 2006
Bachelor of Arts Degree, Economics; Accounting
Karachi Grammar School 1992 — 2002
A-Levels, Economics
Maya S. Noeth's Morgan Stanley Experience July 2007 - March 2009
Job Vice President at Technology Crossover Ventures
Industry Venture Capital & Private Equity
Experience
PRODEGE, LLC August 2015 - Present
Rent The Runway May 2015 - Present
Technology Crossover Ventures August 2009 - Present
Thrive Capital June 2013 - August 2013
Paperless Post March 2009 - July 2009
Morgan Stanley July 2007 - March 2009
Skills
Venture Capital, Strategy, Private Equity, Financial Modeling, Corporate Development, Due Diligence, Corporate Finance, Mergers & Acquisitions, Valuation, Investments, Financial Analysis, Entrepreneurship, Finance, Investment Banking, Start-ups
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Harvard University 2003 — 2007
Bachelor's Degree, magna cum laude, phi beta kappa
Laurel School 1999 — 2003
High School
PRODEGE, LLC August 2015 - Present
Rent The Runway May 2015 - Present
Technology Crossover Ventures August 2009 - Present
Thrive Capital June 2013 - August 2013
Paperless Post March 2009 - July 2009
Morgan Stanley July 2007 - March 2009
Skills
Venture Capital, Strategy, Private Equity, Financial Modeling, Corporate Development, Due Diligence, Corporate Finance, Mergers & Acquisitions, Valuation, Investments, Financial Analysis, Entrepreneurship, Finance, Investment Banking, Start-ups
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Harvard University 2003 — 2007
Bachelor's Degree, magna cum laude, phi beta kappa
Laurel School 1999 — 2003
High School
Kelton Redpath Kelton Redpath's Morgan Stanley Experience May 2008 - May 2008
Job Senior Supply Chain Analyst at The Resource Group
Industry Logistics and Supply Chain
Experience
Industrial Parts Depot June 2013 - May 2014
Houston Aeros Hockey Club August 2012 - December 2012
Eddie V's Restaurants Inc. November 2010 - August 2012
Outback Steakhouse October 2009 - November 2010
Outback Steakhouse June 2009 - October 2009
Morgan Stanley May 2008 - May 2008
Alenco Building Products May 2006 - August 2006
Skills
Inventory Management, Staff Management, Vendor Relationships, Process Improvement, Team-oriented, Fast Paced Environment, Cost-savings, Staff Development, Order Management, Supply Chain, Supply Chain Management, Hiring, Teamwork, Customer Service, Leadership, Management, Public Speaking, Training, Inventory Control, Analysis
Education
University of Houston, C.T. Bauer College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Operations and Supply Chain Management
Hardin-Simmons University 2005 — 2009
Bachelor of Business Administration (BBA), Finance and Economics
Industrial Parts Depot June 2013 - May 2014
Houston Aeros Hockey Club August 2012 - December 2012
Eddie V's Restaurants Inc. November 2010 - August 2012
Outback Steakhouse October 2009 - November 2010
Outback Steakhouse June 2009 - October 2009
Morgan Stanley May 2008 - May 2008
Alenco Building Products May 2006 - August 2006
Skills
Inventory Management, Staff Management, Vendor Relationships, Process Improvement, Team-oriented, Fast Paced Environment, Cost-savings, Staff Development, Order Management, Supply Chain, Supply Chain Management, Hiring, Teamwork, Customer Service, Leadership, Management, Public Speaking, Training, Inventory Control, Analysis
Education
University of Houston, C.T. Bauer College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Operations and Supply Chain Management
Hardin-Simmons University 2005 — 2009
Bachelor of Business Administration (BBA), Finance and Economics
Sherilyn Anderson Sherilyn Anderson's Morgan Stanley Experience June 2010 - March 2012
Job Director at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities May 2012 - Present
Morgan Stanley June 2010 - March 2012
Goldman Sachs January 2006 - May 2010
UBS January 1988 - December 2005
Salomon Brothers Inc 1985 - 1987
Skills
Seeing The Big Picture, Developing Financial..., Written and Oral..., Investment Banking, Securities, Bonds, Finance, Wealth Management, Asset Allocation, Capital Markets, Investments
Education
Harvard Business School 1983 — 1985
MBA, Finance
Stanford University 1977 — 1981
BS, industrial engineering
Wells Fargo Securities May 2012 - Present
Morgan Stanley June 2010 - March 2012
Goldman Sachs January 2006 - May 2010
UBS January 1988 - December 2005
Salomon Brothers Inc 1985 - 1987
Skills
Seeing The Big Picture, Developing Financial..., Written and Oral..., Investment Banking, Securities, Bonds, Finance, Wealth Management, Asset Allocation, Capital Markets, Investments
Education
Harvard Business School 1983 — 1985
MBA, Finance
Stanford University 1977 — 1981
BS, industrial engineering
Abdullah Alzabin Abdullah Alzabin's Morgan Stanley Experience 2009 - 2009
Job Founder & CEO of Lumba, Inc.
Industry Internet
Experience
Lumba, Inc. 2012 - Present
Bain & Company 2010 - 2012
Morgan Stanley 2009 - 2009
NBK Capital 2006 - 2008
Wafra Investment Advisory Group 2004 - 2005
Skills
Start-ups, Product Management, Product Development, Mobile Games, Strategy, Strategic Partnerships, Mobile Applications, Consumer Products, Private Equity, Investment Management, Financial Analysis
Education
Harvard Business School 2008 — 2010
MBA
University of Virginia 2000 — 2004
BSc, Finance, Economics, minor Middle Eastern Studies
Lumba, Inc. 2012 - Present
Bain & Company 2010 - 2012
Morgan Stanley 2009 - 2009
NBK Capital 2006 - 2008
Wafra Investment Advisory Group 2004 - 2005
Skills
Start-ups, Product Management, Product Development, Mobile Games, Strategy, Strategic Partnerships, Mobile Applications, Consumer Products, Private Equity, Investment Management, Financial Analysis
Education
Harvard Business School 2008 — 2010
MBA
University of Virginia 2000 — 2004
BSc, Finance, Economics, minor Middle Eastern Studies
Angela Jillson Angela Jillson's Morgan Stanley Experience July 2006 - June 2007
Job Senior Manager, Marketing Program Development at Sephora
Industry Retail
Experience
SEPHORA October 2014 - Present
Sephora September 2013 - September 2014
Harvard Business School September 2012 - May 2013
Sephora June 2012 - August 2012
New Mountain Capital May 2009 - May 2011
TPG-Axon Capital July 2007 - April 2009
Morgan Stanley July 2006 - June 2007
Skills
Financial Modeling, Product Marketing, Valuation, Product Development, Product Management, Strategy, Market Research, Marketing Strategy, Project Management, Business Strategy, Business Model..., Agile Application..., User Experience Design, Private Equity, Venture Capital, User Interface Design, Product Specification, Digital Marketing, Consumer Marketing, User Acceptance Testing, Quality Assurance, User Experience, Agile Methodologies, Mergers & Acquisitions, Competitive Analysis, Emerging Markets
Education
Harvard Business School 2011 — 2013
MBA
University of Virginia 2002 — 2006
Bachelor of Science, Commerce
SEPHORA October 2014 - Present
Sephora September 2013 - September 2014
Harvard Business School September 2012 - May 2013
Sephora June 2012 - August 2012
New Mountain Capital May 2009 - May 2011
TPG-Axon Capital July 2007 - April 2009
Morgan Stanley July 2006 - June 2007
Skills
Financial Modeling, Product Marketing, Valuation, Product Development, Product Management, Strategy, Market Research, Marketing Strategy, Project Management, Business Strategy, Business Model..., Agile Application..., User Experience Design, Private Equity, Venture Capital, User Interface Design, Product Specification, Digital Marketing, Consumer Marketing, User Acceptance Testing, Quality Assurance, User Experience, Agile Methodologies, Mergers & Acquisitions, Competitive Analysis, Emerging Markets
Education
Harvard Business School 2011 — 2013
MBA
University of Virginia 2002 — 2006
Bachelor of Science, Commerce
Austen Ewing Austen Ewing's Morgan Stanley Experience January 2015 - June 2015
Job Student Seeking Investment Banking Opportunities
Industry Investment Banking
Experience
University of North Texas August 2014 - Present
Trinity Industries, Inc. June 2015 - August 2015
Morgan Stanley January 2015 - June 2015
QuikTrip February 2013 - May 2015
Atlanta Hawks September 2012 - January 2013
Dallas Stars December 2010 - May 2011
Skills
Leadership, Customer Service, Time Management, Mentoring, Microsoft Office, Event Planning, Social Media, Valuation, Financial Modeling, DCF, LBO, Social Networking, Financial Analysis, Team Leadership, Team Management
Education
University of North Texas 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Hardin-Simmons University 2008 — 2011
BBS, Sports Management
University of North Texas August 2014 - Present
Trinity Industries, Inc. June 2015 - August 2015
Morgan Stanley January 2015 - June 2015
QuikTrip February 2013 - May 2015
Atlanta Hawks September 2012 - January 2013
Dallas Stars December 2010 - May 2011
Skills
Leadership, Customer Service, Time Management, Mentoring, Microsoft Office, Event Planning, Social Media, Valuation, Financial Modeling, DCF, LBO, Social Networking, Financial Analysis, Team Leadership, Team Management
Education
University of North Texas 2014 — 2016
Master of Business Administration (M.B.A.), Finance
Hardin-Simmons University 2008 — 2011
BBS, Sports Management
Josh Pincus Josh Pincus's Morgan Stanley Experience June 2011 - July 2013
Job
Industry Venture Capital & Private Equity
Experience
Clayton Dubilier & Rice August 2013 - August 2015
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
J.P. Morgan June 2009 - August 2009
Middlebury College January 2009 - January 2009
Office of Congressman Rahm Emanuel June 2007 - August 2007
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Middlebury College 2007 — 2011
B.A., Major, Economics; Minor, Middle Eastern History
Middlebury College Italian School 2008 — 2008
Georgetown Day School 2002 — 2006
Harvard Business School
Clayton Dubilier & Rice August 2013 - August 2015
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
J.P. Morgan June 2009 - August 2009
Middlebury College January 2009 - January 2009
Office of Congressman Rahm Emanuel June 2007 - August 2007
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
Middlebury College 2007 — 2011
B.A., Major, Economics; Minor, Middle Eastern History
Middlebury College Italian School 2008 — 2008
Georgetown Day School 2002 — 2006
Harvard Business School
Allen Yang's Morgan Stanley Experience June 2011 - April 2012
Job Product Management Intern at Google; MBA Candidate at Harvard Business School
Industry Internet
Experience
Google May 2015 - August 2015
Yipit December 2012 - August 2014
PepsiCo May 2012 - November 2012
Morgan Stanley June 2011 - April 2012
White House Council of Economic Advisers June 2009 - August 2009
Skills
Product Management, Python, Django, Start-ups, Data Analysis, Analytics, Strategy, Economics, Product Engineering, Strategic Planning, MySQL
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Harvard University 2007 — 2011
B.A., Economics; Secondary Field: Psychology
Google May 2015 - August 2015
Yipit December 2012 - August 2014
PepsiCo May 2012 - November 2012
Morgan Stanley June 2011 - April 2012
White House Council of Economic Advisers June 2009 - August 2009
Skills
Product Management, Python, Django, Start-ups, Data Analysis, Analytics, Strategy, Economics, Product Engineering, Strategic Planning, MySQL
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Harvard University 2007 — 2011
B.A., Economics; Secondary Field: Psychology
Emily Ciavolino's Morgan Stanley Experience February 2015 - Present
Job Trading Assistant at Morgan Stanley
Industry Marketing and Advertising
Experience
Morgan Stanley February 2015 - Present
Morgan Stanley June 2014 - August 2014
Integrata Security January 2014 - May 2014
University of Maryland Baltimore County August 2013 - January 2014
Capital Remodeling, Inc. January 2012 - December 2012
Jarrettsville Taekwondo 2008 - August 2012
Boys & Girls Clubs of America June 2011 - September 2011
Skills
Public Speaking, Customer Service, Sales, Social Networking, Project Management, Business Analysis, Copy Editing, Martial Arts, Nonprofits, Marketing Communications, WordPress, Public Relations, Business Communications, Systems Analysis, Team Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Research, Social Media
Education
University of Maryland Baltimore County 2012 — 2015
Bachelor's degree, Business Technology Administration, 3.65
Harford Community College 2010 — 2012
Mass Communications, Advertising and Sales Promotion, 3.85
Morgan Stanley February 2015 - Present
Morgan Stanley June 2014 - August 2014
Integrata Security January 2014 - May 2014
University of Maryland Baltimore County August 2013 - January 2014
Capital Remodeling, Inc. January 2012 - December 2012
Jarrettsville Taekwondo 2008 - August 2012
Boys & Girls Clubs of America June 2011 - September 2011
Skills
Public Speaking, Customer Service, Sales, Social Networking, Project Management, Business Analysis, Copy Editing, Martial Arts, Nonprofits, Marketing Communications, WordPress, Public Relations, Business Communications, Systems Analysis, Team Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Microsoft Word, Research, Social Media
Education
University of Maryland Baltimore County 2012 — 2015
Bachelor's degree, Business Technology Administration, 3.65
Harford Community College 2010 — 2012
Mass Communications, Advertising and Sales Promotion, 3.85
Eugene Chung's Morgan Stanley Experience 2005 - 2007
Job Founder at Penrose
Industry Computer Software
Experience
Penrose Studios April 2015 - Present
Oculus VR February 2014 - April 2015
Divided Families Film December 2008 - December 2014
New Enterprise Associates August 2011 - April 2013
Pixar Animation Studios 2010 - 2010
Warburg Pincus 2007 - 2009
Unitus 2007 - 2007
Morgan Stanley 2005 - 2007
Education
Harvard Business School
New York University, Tisch School of the Arts
Kanbar Institute of Film and Television
University of California, Berkeley
Penrose Studios April 2015 - Present
Oculus VR February 2014 - April 2015
Divided Families Film December 2008 - December 2014
New Enterprise Associates August 2011 - April 2013
Pixar Animation Studios 2010 - 2010
Warburg Pincus 2007 - 2009
Unitus 2007 - 2007
Morgan Stanley 2005 - 2007
Education
Harvard Business School
New York University, Tisch School of the Arts
Kanbar Institute of Film and Television
University of California, Berkeley
Melody Koh's Morgan Stanley Experience June 2007 - August 2007
Job Director of Product Management at Blue Apron
Industry Internet
Experience
Blue Apron June 2015 - Present
Blue Apron February 2014 - June 2015
Fab.com July 2013 - February 2014
WineMe/FirstCrush (DreamIt Ventures NYC '12) October 2011 - November 2012
Time Warner Investments August 2009 - August 2011
Evercore Partners July 2007 - July 2009
Morgan Stanley June 2007 - August 2007
JPMorgan June 2005 - August 2005
Skills
Venture Capital, Digital Media, Early Stage Companies, Valuation, Internet, Financial Analysis, Corporate Finance, Start-ups, Investments, Entrepreneurship, Product Development, Entrepreneur, Social Media, Product Management, E-commerce, Wine, Customer Acquisition, Digital Marketing, Wireframes, Offline Marketing, Business Development, Strategic Partnerships, SQL, Market Research, Mobile Devices, Product Marketing, Online Advertising, Marketing Strategy, Mobile Applications, Social Media Marketing, Due Diligence, User Experience, Marketing, Corporate Development, Competitive Analysis, Social Networking, Digital Strategy, Investment Banking
Education
Harvard Business School 2011 — 2013
MBA with Distinction, Entrepreneurship, Technology, Graduated with Distinction (top 15% in both years)
University of Virginia 2003 — 2007
BS in Commerce, with Distinction, Finance, Accounting, Economics, Cumulative GPA: 3.9
Taipei Municipal First Girls' Senior High School 2000 — 2003
High School Diploma
Blue Apron June 2015 - Present
Blue Apron February 2014 - June 2015
Fab.com July 2013 - February 2014
WineMe/FirstCrush (DreamIt Ventures NYC '12) October 2011 - November 2012
Time Warner Investments August 2009 - August 2011
Evercore Partners July 2007 - July 2009
Morgan Stanley June 2007 - August 2007
JPMorgan June 2005 - August 2005
Skills
Venture Capital, Digital Media, Early Stage Companies, Valuation, Internet, Financial Analysis, Corporate Finance, Start-ups, Investments, Entrepreneurship, Product Development, Entrepreneur, Social Media, Product Management, E-commerce, Wine, Customer Acquisition, Digital Marketing, Wireframes, Offline Marketing, Business Development, Strategic Partnerships, SQL, Market Research, Mobile Devices, Product Marketing, Online Advertising, Marketing Strategy, Mobile Applications, Social Media Marketing, Due Diligence, User Experience, Marketing, Corporate Development, Competitive Analysis, Social Networking, Digital Strategy, Investment Banking
Education
Harvard Business School 2011 — 2013
MBA with Distinction, Entrepreneurship, Technology, Graduated with Distinction (top 15% in both years)
University of Virginia 2003 — 2007
BS in Commerce, with Distinction, Finance, Accounting, Economics, Cumulative GPA: 3.9
Taipei Municipal First Girls' Senior High School 2000 — 2003
High School Diploma
Brandon Bell's Morgan Stanley Experience June 2012 - August 2012
Job Global Data Analyst at Bloomberg LP
Industry Marketing and Advertising
Experience
Bloomberg LP September 2015 - Present
MEC May 2015 - August 2015
CBS Radio April 2014 - May 2015
iHeartMedia, Inc. February 2014 - April 2014
Morgan Stanley June 2012 - August 2012
iHeartMedia, Inc. May 2011 - August 2011
Education
HBX Harvard Business School 2015 — 2015
Certificate
Quinnipiac University 2010 — 2013
Bachelor's Degree
Bloomberg LP September 2015 - Present
MEC May 2015 - August 2015
CBS Radio April 2014 - May 2015
iHeartMedia, Inc. February 2014 - April 2014
Morgan Stanley June 2012 - August 2012
iHeartMedia, Inc. May 2011 - August 2011
Education
HBX Harvard Business School 2015 — 2015
Certificate
Quinnipiac University 2010 — 2013
Bachelor's Degree
Gog Boonswang Gog Boonswang's Morgan Stanley Experience 2004 - 2007
Job I provide recruiting and lead generation services for clients selling to highnetworth individuals
Industry Staffing and Recruiting
Experience
JJA Search 2012 - Present
J.P. Morgan 2010 - 2012
Summit Rock 2007 - 2010
Morgan Stanley 2004 - 2007
Goldman Sachs 1999 - 2002
ATP Tour, Inc. 1996 - 1999
Skills
Wealth Management, Wealth Management..., Investments, High Net Worth..., Business Development, Management, Asset Management, Alternative Investments, Hedge Funds, Private Equity, Equities, Portfolio Management, Asset Allocation, Venture Capital, Emerging Markets, Financial Modeling, Financial Services, Investment Banking, Due Diligence, Corporate Development, Capital Markets, New Business Development, Mergers & Acquisitions, Securities, Executive Search, Recruiting, Talent Acquisition, Talent Mining, Talent Management, Talent Pipelining, Strategy, Real Estate Marketing, Commercial Real Estate, Real Estate, Luxury Goods, Luxury Lifestyle, Luxury Brand Marketing, Casino Marketing, Crowdfunding, Sports Marketing, Luxury Travel, Jewelry, Entertainment Industry, Private Events, Private Aviation, Wine Sales, Cigars, Life Insurance, Business Networking, Social Networking
Education
Harvard Business School 2002 — 2004
MBA, Business Administration
Princeton University 1992 — 1996
AB, Psychology and Behavioral Finance
The Lawrenceville School 1989 — 1992
High School, High School/Secondary Diplomas and Certificates
JJA Search 2012 - Present
J.P. Morgan 2010 - 2012
Summit Rock 2007 - 2010
Morgan Stanley 2004 - 2007
Goldman Sachs 1999 - 2002
ATP Tour, Inc. 1996 - 1999
Skills
Wealth Management, Wealth Management..., Investments, High Net Worth..., Business Development, Management, Asset Management, Alternative Investments, Hedge Funds, Private Equity, Equities, Portfolio Management, Asset Allocation, Venture Capital, Emerging Markets, Financial Modeling, Financial Services, Investment Banking, Due Diligence, Corporate Development, Capital Markets, New Business Development, Mergers & Acquisitions, Securities, Executive Search, Recruiting, Talent Acquisition, Talent Mining, Talent Management, Talent Pipelining, Strategy, Real Estate Marketing, Commercial Real Estate, Real Estate, Luxury Goods, Luxury Lifestyle, Luxury Brand Marketing, Casino Marketing, Crowdfunding, Sports Marketing, Luxury Travel, Jewelry, Entertainment Industry, Private Events, Private Aviation, Wine Sales, Cigars, Life Insurance, Business Networking, Social Networking
Education
Harvard Business School 2002 — 2004
MBA, Business Administration
Princeton University 1992 — 1996
AB, Psychology and Behavioral Finance
The Lawrenceville School 1989 — 1992
High School, High School/Secondary Diplomas and Certificates
Namrata Bhattacharya's Morgan Stanley Experience August 2011 - July 2012
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group August 2014 - Present
Morgan Stanley August 2011 - July 2012
Morgan Stanley July 2009 - July 2011
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
The University of Texas at Austin 2005 — 2009
Bachelor of Business Administration (BBA), Business Honors and Finance
The Boston Consulting Group August 2014 - Present
Morgan Stanley August 2011 - July 2012
Morgan Stanley July 2009 - July 2011
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
The University of Texas at Austin 2005 — 2009
Bachelor of Business Administration (BBA), Business Honors and Finance
Lisa Chen Lisa Chen's Morgan Stanley Experience July 2009 - July 2011
Job Senior Associate at Lateral Investment Management, LLC
Industry Investment Management
Experience
Lateral Investment Management, LLC June 2015 - Present
Apple June 2014 - August 2014
Oaktree Capital Management August 2011 - July 2013
Morgan Stanley July 2009 - July 2011
Morgan Stanley June 2008 - August 2008
Equilar May 2006 - August 2007
Actiontec Electronics June 2005 - August 2005
Skills
Valuation, Financial Modeling, Investment Banking, Mergers & Acquisitions, Investments, Transaction Experience, Finance, Strategy, Credit Analysis, Analysis, Private Equity, Business Strategy, Management
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
UC Berkeley 2005 — 2009
BS, Business Administration
Lateral Investment Management, LLC June 2015 - Present
Apple June 2014 - August 2014
Oaktree Capital Management August 2011 - July 2013
Morgan Stanley July 2009 - July 2011
Morgan Stanley June 2008 - August 2008
Equilar May 2006 - August 2007
Actiontec Electronics June 2005 - August 2005
Skills
Valuation, Financial Modeling, Investment Banking, Mergers & Acquisitions, Investments, Transaction Experience, Finance, Strategy, Credit Analysis, Analysis, Private Equity, Business Strategy, Management
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
UC Berkeley 2005 — 2009
BS, Business Administration
Joshua Salisbury's Morgan Stanley Experience 1997 - 2002
Job CEO and Founder at Salisbury Capital Markets
Industry Investment Banking
Experience
Salisbury Capital Markets October 2012 - Present
AMV Partners 2011 - May 2012
DRI Capital March 2006 - January 2012
Eli Lilly and Company 2001 - 2006
Morgan Stanley 1997 - 2002
Wasserstein Perella 1993 - 1996
Skills
Venture Capital, Due Diligence, Private Equity, Entrepreneurship, Business Strategy, Mergers, Start-ups, Financial Modeling, Business Development, Investments, Strategy, Strategic Partnerships, Fund Raising, Capital Raising, C-Level Sales, C-Level Relationships, C-Level Leadership, C-Level Consulting, Mergers & Acquisitions, Structured Finance, Divestitures, Corporate Development, Private Placements, Investment Banking, Strategic Consulting, Fundraising, Emerging Markets, Management, Restructuring, M&A experience, Capital, Corporate Finance, Angel Investing, Licensing, Leadership, Executive Management, IPO, Valuation, Competitive Analysis, LBO
Education
Harvard Business School 1987 — 1989
MBA with Honors
The University of Chicago 1981 — 1985
Bachelor of Arts (B.A.), Economics
Boylan Central Catholic HIgh School 1978 — 1981
High School Diploma with Honors
Salisbury Capital Markets October 2012 - Present
AMV Partners 2011 - May 2012
DRI Capital March 2006 - January 2012
Eli Lilly and Company 2001 - 2006
Morgan Stanley 1997 - 2002
Wasserstein Perella 1993 - 1996
Skills
Venture Capital, Due Diligence, Private Equity, Entrepreneurship, Business Strategy, Mergers, Start-ups, Financial Modeling, Business Development, Investments, Strategy, Strategic Partnerships, Fund Raising, Capital Raising, C-Level Sales, C-Level Relationships, C-Level Leadership, C-Level Consulting, Mergers & Acquisitions, Structured Finance, Divestitures, Corporate Development, Private Placements, Investment Banking, Strategic Consulting, Fundraising, Emerging Markets, Management, Restructuring, M&A experience, Capital, Corporate Finance, Angel Investing, Licensing, Leadership, Executive Management, IPO, Valuation, Competitive Analysis, LBO
Education
Harvard Business School 1987 — 1989
MBA with Honors
The University of Chicago 1981 — 1985
Bachelor of Arts (B.A.), Economics
Boylan Central Catholic HIgh School 1978 — 1981
High School Diploma with Honors
Alexa von Tobel's Morgan Stanley Experience June 2006 - March 2008
Job Founder/CEO at LearnVest, Inc.
Industry Internet
Experience
LearnVest, Inc. 2008 - Present
Drop.io March 2008 - August 2008
Morgan Stanley June 2006 - March 2008
Education
Harvard Business School
Harvard University
AB, Psychology Honors & Romance Languages and Literature
LearnVest, Inc. 2008 - Present
Drop.io March 2008 - August 2008
Morgan Stanley June 2006 - March 2008
Education
Harvard Business School
Harvard University
AB, Psychology Honors & Romance Languages and Literature
Marco Bitran Marco Bitran's Morgan Stanley Experience 1998 - 2001
Job Founder at AI Exchange, Inc.
Industry Information Technology and Services
Experience
AI Exchange February 2011 - March 2015
ClearStream Investments, LLC June 2006 - May 2011
Wellington Management August 2003 - June 2006
Morgan Stanley 1998 - 2001
Digital Entertainment Media 1998 - 1998
Qualcomm 1996 - 1998
Skills
Entrepreneurship, Start-ups, Real Estate Development, Competitive Analysis, Leadership, Investments, Management Consulting, Portfolio Management, Venture Capital, Investment Banking, Management, Corporate Finance, Equity Research, Business Strategy, Financial Modeling
Education
Harvard Business School 2001 — 2003
MBA
Massachusetts Institute of Technology 1993 — 1997
B.S.
Brookline High School 1989 — 1993
AI Exchange February 2011 - March 2015
ClearStream Investments, LLC June 2006 - May 2011
Wellington Management August 2003 - June 2006
Morgan Stanley 1998 - 2001
Digital Entertainment Media 1998 - 1998
Qualcomm 1996 - 1998
Skills
Entrepreneurship, Start-ups, Real Estate Development, Competitive Analysis, Leadership, Investments, Management Consulting, Portfolio Management, Venture Capital, Investment Banking, Management, Corporate Finance, Equity Research, Business Strategy, Financial Modeling
Education
Harvard Business School 2001 — 2003
MBA
Massachusetts Institute of Technology 1993 — 1997
B.S.
Brookline High School 1989 — 1993
Cheng Patrick Luo's Morgan Stanley Experience June 2011 - August 2011
Job Doctoral Student at Harvard Business School
Industry Financial Services
Experience
AQR Capital Management January 2013 - July 2013
Morgan Stanley June 2011 - August 2011
UBS June 2010 - August 2010
Skills
C, Matlab, Mathematics, Python, Java, SQL, C++, SAS, Quantitative Investing, Portfolio Management, Statistics, VBA, Fixed Income, Bloomberg, Derivatives, Valuation
Education
Harvard University
Harvard Business School 2013 — 2018
Doctor of Philosophy (Ph.D.)
University of Pennsylvania - The Wharton School 2008 — 2012
M.S.E. & B.S.E.
AQR Capital Management January 2013 - July 2013
Morgan Stanley June 2011 - August 2011
UBS June 2010 - August 2010
Skills
C, Matlab, Mathematics, Python, Java, SQL, C++, SAS, Quantitative Investing, Portfolio Management, Statistics, VBA, Fixed Income, Bloomberg, Derivatives, Valuation
Education
Harvard University
Harvard Business School 2013 — 2018
Doctor of Philosophy (Ph.D.)
University of Pennsylvania - The Wharton School 2008 — 2012
M.S.E. & B.S.E.
Margaret (Meg) Greer Margaret (Meg) Greer's Morgan Stanley Experience February 1997 - May 2009
Job Vice President Investment Officer and PIM Portfolio Manager at The Greer Financial Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
The Greer Financial Group of Wells Fargo Advisors, LLC September 2009 - Present
Morgan Stanley February 1997 - May 2009
Wellesley School Committee March 1995 - February 2000
Windsor Oaks, Inc May 1986 - September 1993
IBM June 1977 - April 1986
Heart of West Michigan United Way April 1974 - August 1975
Skills
Investments, Financial Advisory, Finance, Management, Stock Valuation, Entrepreneurship, Retirement, Investment Strategies, Retirement Planning, Stock Analysis
Education
Harvard Business School 1975 — 1977
MBA, General Management
University of Michigan 1969 — 1973
BA, Journalism
Union High School
The Greer Financial Group of Wells Fargo Advisors, LLC September 2009 - Present
Morgan Stanley February 1997 - May 2009
Wellesley School Committee March 1995 - February 2000
Windsor Oaks, Inc May 1986 - September 1993
IBM June 1977 - April 1986
Heart of West Michigan United Way April 1974 - August 1975
Skills
Investments, Financial Advisory, Finance, Management, Stock Valuation, Entrepreneurship, Retirement, Investment Strategies, Retirement Planning, Stock Analysis
Education
Harvard Business School 1975 — 1977
MBA, General Management
University of Michigan 1969 — 1973
BA, Journalism
Union High School
Jason Vogt Jason Vogt's Morgan Stanley Experience 2015 - Present
Job at
Industry Investment Management
Experience
Morgan Stanley 2015 - Present
BNY Mellon October 2013 - March 2015
Festival Spirits February 2013 - July 2013
Chesapeake Medical Staffing September 2012 - December 2012
Towson University July 2011 - January 2012
Saks Fifth Avenue November 2006 - August 2010
Skills
Communication, Technology, Microsoft Office, Microsoft Excel, Facebook, YouTube, Leadership, Hardwork, Athletics, Organization, Interpersonal Skill, Problem Solving, Fast-paced, Analytical Skills, Staffing Services, Warehousing, Retail, Customer Retention, Inventory Management, Human Resources, Training, Database Administration, Healthcare, Marketing
Education
Towson University 2010 — 2012
Bachelor's degree, Business Management
Harford Community College 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Morgan Stanley 2015 - Present
BNY Mellon October 2013 - March 2015
Festival Spirits February 2013 - July 2013
Chesapeake Medical Staffing September 2012 - December 2012
Towson University July 2011 - January 2012
Saks Fifth Avenue November 2006 - August 2010
Skills
Communication, Technology, Microsoft Office, Microsoft Excel, Facebook, YouTube, Leadership, Hardwork, Athletics, Organization, Interpersonal Skill, Problem Solving, Fast-paced, Analytical Skills, Staffing Services, Warehousing, Retail, Customer Retention, Inventory Management, Human Resources, Training, Database Administration, Healthcare, Marketing
Education
Towson University 2010 — 2012
Bachelor's degree, Business Management
Harford Community College 2008 — 2010
Associate of Science (A.S.), Business Administration and Management, General
Gregory Duggan, CFA Gregory Duggan, CFA's Morgan Stanley Experience June 2009 - August 2009
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Onex August 2012 - July 2014
Credit Suisse July 2010 - August 2012
Morgan Stanley June 2009 - August 2009
KPMG Corporate Finance May 2008 - August 2008
Mahmoud Virani Inc. May 2007 - August 2007
Skills
Accounting, Due Diligence, Venture Capital, Financial Reporting, Data Analysis, Hedge Funds, Portfolio Management, Derivatives, Corporate Finance, Valuation, Capital IQ, Business Strategy, Management Consulting, Investment Banking, Financial Modeling, Fixed Income, Business Valuation, Business Analysis, Finance, Analysis, Corporate Development, Emerging Markets
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
CFA Institute 2010 — 2012
Chartered Financial Analyst
Queen's University 2006 — 2010
Honours Bachelor of Commerce, Finance
Canadian Securities Institute 2007 — 2007
Canadian Securities Certificate
Collingwood School 1997 — 2005
High School
Onex August 2012 - July 2014
Credit Suisse July 2010 - August 2012
Morgan Stanley June 2009 - August 2009
KPMG Corporate Finance May 2008 - August 2008
Mahmoud Virani Inc. May 2007 - August 2007
Skills
Accounting, Due Diligence, Venture Capital, Financial Reporting, Data Analysis, Hedge Funds, Portfolio Management, Derivatives, Corporate Finance, Valuation, Capital IQ, Business Strategy, Management Consulting, Investment Banking, Financial Modeling, Fixed Income, Business Valuation, Business Analysis, Finance, Analysis, Corporate Development, Emerging Markets
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
CFA Institute 2010 — 2012
Chartered Financial Analyst
Queen's University 2006 — 2010
Honours Bachelor of Commerce, Finance
Canadian Securities Institute 2007 — 2007
Canadian Securities Certificate
Collingwood School 1997 — 2005
High School
Gary Stinnett Gary Stinnett's Morgan Stanley Experience 2001 - 2003
Job Marketing Manager, Mayo Clinic Health System at Mayo Clinic
Industry Marketing and Advertising
Experience
Stinnett Strategic Solutions, LLC 2010 - 2012
SCORE 2010 - 2012
Ruth's Hospitality Group, Inc. 2008 - 2008
Nelson Henry, Inc. 2007 - 2008
Stinnett, Inc. 2003 - 2006
Morgan Stanley 2001 - 2003
Cole National 1994 - 2000
Pritikin Systems, Inc. 1992 - 1994
Taco Bell Corp. 1988 - 1992
Burger King 1987 - 1988
Skills
Strategic Planning, Market Planning, Pricing, Competitive Analysis, Strategic Partnerships, Product Marketing, Direct Marketing
Education
Harvard Business School 1979 — 1981
MBA
United States Military Academy at West Point 1970 — 1974
BS
Stinnett Strategic Solutions, LLC 2010 - 2012
SCORE 2010 - 2012
Ruth's Hospitality Group, Inc. 2008 - 2008
Nelson Henry, Inc. 2007 - 2008
Stinnett, Inc. 2003 - 2006
Morgan Stanley 2001 - 2003
Cole National 1994 - 2000
Pritikin Systems, Inc. 1992 - 1994
Taco Bell Corp. 1988 - 1992
Burger King 1987 - 1988
Skills
Strategic Planning, Market Planning, Pricing, Competitive Analysis, Strategic Partnerships, Product Marketing, Direct Marketing
Education
Harvard Business School 1979 — 1981
MBA
United States Military Academy at West Point 1970 — 1974
BS
Lauren Lockwood Lauren Lockwood's Morgan Stanley Experience February 2010 - July 2012
Job Chief Digital Officer at City of Boston
Industry Information Technology and Services
Experience
City of Boston December 2014 - Present
HourlyNerd September 2014 - November 2014
CommonBond.co May 2013 - August 2013
Morgan Stanley February 2010 - July 2012
Morgan Stanley July 2008 - February 2010
Skills
Capital Markets, Financial Modeling, Valuation, Business Strategy, Competitive Analysis, Investment Banking, Risk Management, Fixed Income, Corporate Finance, Derivatives, Analysis, Business Development, Investments, Strategy, Interest Rate..., Bloomberg
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Vassar College 2004 — 2008
BA, Economics
Sandpoint High School 2000 — 2004
City of Boston December 2014 - Present
HourlyNerd September 2014 - November 2014
CommonBond.co May 2013 - August 2013
Morgan Stanley February 2010 - July 2012
Morgan Stanley July 2008 - February 2010
Skills
Capital Markets, Financial Modeling, Valuation, Business Strategy, Competitive Analysis, Investment Banking, Risk Management, Fixed Income, Corporate Finance, Derivatives, Analysis, Business Development, Investments, Strategy, Interest Rate..., Bloomberg
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Vassar College 2004 — 2008
BA, Economics
Sandpoint High School 2000 — 2004
Kimble Lewis, MBA. Innovation and Strategy Executive Kimble Lewis, MBA. Innovation and Strategy Executive's Morgan Stanley Experience 1996 - 2002
Job Board Director. Entrepreneur. Past Senior Executive Capital One, Bank of America, JPMorgan Chase, and Citigroup
Industry Management Consulting
Experience
Guidepoint Global 2015 - Present
Kimble Lewis & Company 2014 - Present
Capital One Bank 2008 - 2013
Bank of America 2005 - 2008
JP Morgan Chase 2003 - 2005
Citigroup 2002 - 2003
Morgan Stanley 1996 - 2002
The Bank of New York (now BNY Mellon) 1994 - 1996
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA
University of Phoenix 2005 — 2009
Bachelor of Science (B.S.)
Yale University - Yale School of Management 2014 — 2014
Continuing Education
Harvard Business School 2013 — 2013
Continuing Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2010
Continuing Education
BlessingWhite 2010 — 2015
Process Coaching, Capabilities Coaching, Self-discovery Coaching
Formal Bank Credit Underwriting and Training - Bank of America 2005 — 2015
Formal Bank Credit Underwriting Training Program
Cannon Financial Institute 1999 — 2015
Comprehensive Wealth Management
Guidepoint Global 2015 - Present
Kimble Lewis & Company 2014 - Present
Capital One Bank 2008 - 2013
Bank of America 2005 - 2008
JP Morgan Chase 2003 - 2005
Citigroup 2002 - 2003
Morgan Stanley 1996 - 2002
The Bank of New York (now BNY Mellon) 1994 - 1996
Education
Keller Graduate School of Management of DeVry University 2010 — 2012
MBA
University of Phoenix 2005 — 2009
Bachelor of Science (B.S.)
Yale University - Yale School of Management 2014 — 2014
Continuing Education
Harvard Business School 2013 — 2013
Continuing Education
Massachusetts Institute of Technology - Sloan School of Management 2010 — 2010
Continuing Education
BlessingWhite 2010 — 2015
Process Coaching, Capabilities Coaching, Self-discovery Coaching
Formal Bank Credit Underwriting and Training - Bank of America 2005 — 2015
Formal Bank Credit Underwriting Training Program
Cannon Financial Institute 1999 — 2015
Comprehensive Wealth Management
Chingiz Gadimov's Morgan Stanley Experience June 2010 - August 2010
Job Equity Research Analyst at Baron Capital Group, Inc.
Industry Investment Management
Experience
Baron Capital Group, Inc. September 2014 - Present
Citi July 2011 - August 2014
Morgan Stanley June 2010 - August 2010
BP August 2005 - July 2009
Skills
Investment Management, Valuation, Financial Modeling, Investments, Equity Research, Corporate Finance, Investment Banking, Financial Analysis, Equities, Business Strategy, Emerging Markets, Mergers, Capital Markets, Oil/Gas, Energy, Strategic Planning, Hedge Funds, Venture Capital, Financial Reporting, Banking, Finance, Business Development, Project Finance, Corporate Development, Strategy, M&A experience, Commodity Markets, Trading, Mergers & Acquisitions
Education
Harvard Business School 2009 — 2011
Master of Business Administration (MBA)
Azerbaijan State University Of Economics 2001 — 2005
Bachelor's, International Economics
Baron Capital Group, Inc. September 2014 - Present
Citi July 2011 - August 2014
Morgan Stanley June 2010 - August 2010
BP August 2005 - July 2009
Skills
Investment Management, Valuation, Financial Modeling, Investments, Equity Research, Corporate Finance, Investment Banking, Financial Analysis, Equities, Business Strategy, Emerging Markets, Mergers, Capital Markets, Oil/Gas, Energy, Strategic Planning, Hedge Funds, Venture Capital, Financial Reporting, Banking, Finance, Business Development, Project Finance, Corporate Development, Strategy, M&A experience, Commodity Markets, Trading, Mergers & Acquisitions
Education
Harvard Business School 2009 — 2011
Master of Business Administration (MBA)
Azerbaijan State University Of Economics 2001 — 2005
Bachelor's, International Economics
Andrew Walker Andrew Walker's Morgan Stanley Experience July 2008 - July 2010
Job Vice President at Berkshire Partners
Industry Venture Capital & Private Equity
Experience
Berkshire Partners July 2014 - Present
Berkshire Partners August 2010 - August 2012
Morgan Stanley July 2008 - July 2010
Morgan Stanley June 2007 - August 2007
Miller/Howard Investments May 2006 - August 2006
Skills
Financial Modeling, Strategy, Business Development, Strategic Planning, Strategic Partnerships, Private Equity, Portfolio Management, Analytics, Management, Leadership, Fixed Income, Nonprofits, Due Diligence, Investment Banking, Valuation
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Middlebury College 2004 — 2008
B.A., Economics, Environmental Studies
Berkshire Partners July 2014 - Present
Berkshire Partners August 2010 - August 2012
Morgan Stanley July 2008 - July 2010
Morgan Stanley June 2007 - August 2007
Miller/Howard Investments May 2006 - August 2006
Skills
Financial Modeling, Strategy, Business Development, Strategic Planning, Strategic Partnerships, Private Equity, Portfolio Management, Analytics, Management, Leadership, Fixed Income, Nonprofits, Due Diligence, Investment Banking, Valuation
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Middlebury College 2004 — 2008
B.A., Economics, Environmental Studies
Emad Pilpile Emad Pilpile's Morgan Stanley Experience January 2014 - Present
Job Operations Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
MetroPCS August 2013 - January 2014
Wells Fargo July 2013 - January 2014
State Farm May 2013 - July 2013
Cricket Communications June 2009 - July 2013
Skills
Direct Sales, Sales Management, Customer Service, Business Intelligence, Integration, Inventory Management, Microsoft Office, Critical Thinking, Teamwork, Teaching, Telecommunications, Prezi, Software Installation, Bookkeeping, Internet, Social Media, Bloomberg, Financial Analysis, Financial Modeling, Corporate Finance
Education
Towson University 2012 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Harford Community College 2009 — 2011
Associate of Science (AS), Business Administration
Morgan Stanley January 2014 - Present
MetroPCS August 2013 - January 2014
Wells Fargo July 2013 - January 2014
State Farm May 2013 - July 2013
Cricket Communications June 2009 - July 2013
Skills
Direct Sales, Sales Management, Customer Service, Business Intelligence, Integration, Inventory Management, Microsoft Office, Critical Thinking, Teamwork, Teaching, Telecommunications, Prezi, Software Installation, Bookkeeping, Internet, Social Media, Bloomberg, Financial Analysis, Financial Modeling, Corporate Finance
Education
Towson University 2012 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
Harford Community College 2009 — 2011
Associate of Science (AS), Business Administration
Lauren Bratton Lauren Bratton's Morgan Stanley Experience June 2013 - Present
Job budget analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Jones Junction June 2012 - Present
Mariner Finance July 2011 - January 2012
Coco Buns Tanning May 2011 - July 2011
Image Sun Tanning Salons June 2007 - June 2009
Skills
Microsoft Office, Excel, Access, PowerPoint, SPSS, Sales Process
Education
Towson University 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance, General
Harford Community College 2007 — 2009
Associates of Science, Business
Morgan Stanley June 2013 - Present
Jones Junction June 2012 - Present
Mariner Finance July 2011 - January 2012
Coco Buns Tanning May 2011 - July 2011
Image Sun Tanning Salons June 2007 - June 2009
Skills
Microsoft Office, Excel, Access, PowerPoint, SPSS, Sales Process
Education
Towson University 2009 — 2011
Bachelor of Applied Science (B.A.Sc.), Finance, General
Harford Community College 2007 — 2009
Associates of Science, Business
Jonathan Lai's Morgan Stanley Experience July 2006 - June 2008
Job Product Leader
Industry Internet
Experience
betaworks May 2015 - Present
Riot Games June 2012 - May 2015
Smith & Nephew July 2010 - June 2011
Crosslink Capital July 2008 - June 2010
Morgan Stanley July 2006 - June 2008
Skills
Product Management, Venture Capital, Mobile Devices, Cross-functional Team..., Financial Analysis, Business Development, Strategic Planning
Education
Harvard Business School 2011 — 2013
MBA, Business Administration
Harvard University 2002 — 2006
A.B., Economics and Computer Science
betaworks May 2015 - Present
Riot Games June 2012 - May 2015
Smith & Nephew July 2010 - June 2011
Crosslink Capital July 2008 - June 2010
Morgan Stanley July 2006 - June 2008
Skills
Product Management, Venture Capital, Mobile Devices, Cross-functional Team..., Financial Analysis, Business Development, Strategic Planning
Education
Harvard Business School 2011 — 2013
MBA, Business Administration
Harvard University 2002 — 2006
A.B., Economics and Computer Science
Ana Giuglea Ana Giuglea's Morgan Stanley Experience July 2008 - December 2008
Job Consultant at Investor Group Services (IGS)
Industry Venture Capital & Private Equity
Experience
Investor Group Services (IGS) August 2013 - Present
Innova Capital 2012 - 2012
Madison Advisors January 2009 - May 2011
Morgan Stanley July 2008 - December 2008
Morgan Stanley June 2007 - August 2007
Merrill Lynch September 2005 - December 2005
Education
Harvard Business School 2011 — 2013
MBA
Vassar College 2004 — 2008
B.A., Economics, Mathematics
London School of Economics and Political Science 2006 — 2007
General Course, Economics
Colegiul National de Informatica "Tudor Vianu" 2000 — 2004
Investor Group Services (IGS) August 2013 - Present
Innova Capital 2012 - 2012
Madison Advisors January 2009 - May 2011
Morgan Stanley July 2008 - December 2008
Morgan Stanley June 2007 - August 2007
Merrill Lynch September 2005 - December 2005
Education
Harvard Business School 2011 — 2013
MBA
Vassar College 2004 — 2008
B.A., Economics, Mathematics
London School of Economics and Political Science 2006 — 2007
General Course, Economics
Colegiul National de Informatica "Tudor Vianu" 2000 — 2004
Joseph Ciesla's Morgan Stanley Experience July 2005 - July 2007
Job Director, Mergers & Acquistions at IAC
Industry Venture Capital & Private Equity
Experience
IAC January 2014 - Present
IAC May 2012 - December 2013
Indaba Music August 2009 - September 2010
Silver Lake Partners July 2007 - July 2009
Morgan Stanley July 2005 - July 2007
Skills
Financial Modeling, Private Equity, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Competitive Analysis, Analytics, Economics, Investment Banking, Mergers, Mergers & Acquisitions, LBO, Start-ups, Entrepreneurship, Corporate Development, Investments, Venture Capital, Strategy, Emerging Markets, M&A experience
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
Harvard University 2001 — 2005
AB, Economics
IAC January 2014 - Present
IAC May 2012 - December 2013
Indaba Music August 2009 - September 2010
Silver Lake Partners July 2007 - July 2009
Morgan Stanley July 2005 - July 2007
Skills
Financial Modeling, Private Equity, Financial Analysis, Valuation, Corporate Finance, Due Diligence, Competitive Analysis, Analytics, Economics, Investment Banking, Mergers, Mergers & Acquisitions, LBO, Start-ups, Entrepreneurship, Corporate Development, Investments, Venture Capital, Strategy, Emerging Markets, M&A experience
Education
Harvard Business School 2010 — 2012
Master of Business Administration (MBA)
Harvard University 2001 — 2005
AB, Economics
Christopher Desir Christopher Desir's Morgan Stanley Experience July 2005 - July 2007
Job
Industry Internet
Experience
IAC May 2015 - Present
Lazard August 2011 - April 2015
Permira Advisers June 2010 - August 2010
Elevation Partners August 2007 - July 2009
Morgan Stanley July 2005 - July 2007
Morgan Stanley July 2004 - June 2005
Skills
Mergers & Acquisitions, Private Equity, Valuation, LBO, Due Diligence, Financial Analysis, Financial Modeling, Strategy, Restructuring, Investment Banking, Corporate Finance, Alternative Investments
Education
Harvard Business School 2009 — 2011
MBA
The Johns Hopkins University 2000 — 2004
BA, Economics
IAC May 2015 - Present
Lazard August 2011 - April 2015
Permira Advisers June 2010 - August 2010
Elevation Partners August 2007 - July 2009
Morgan Stanley July 2005 - July 2007
Morgan Stanley July 2004 - June 2005
Skills
Mergers & Acquisitions, Private Equity, Valuation, LBO, Due Diligence, Financial Analysis, Financial Modeling, Strategy, Restructuring, Investment Banking, Corporate Finance, Alternative Investments
Education
Harvard Business School 2009 — 2011
MBA
The Johns Hopkins University 2000 — 2004
BA, Economics
Paige Arnof-Fenn Paige Arnof-Fenn's Morgan Stanley Experience 1987 - 1989
Job Paige ArnofFenn is a Marketing, Communications & Branding Expert based in Boston, MA
Industry Marketing and Advertising
Experience
Mavens & Moguls 2002 - Present
Clarity.fm October 2013 - Present
SmallBizResource.com 2005 - 2006
Zipcar 2001 - 2002
Inc.com 1999 - 2001
Launch Media 1997 - 1999
Coca-Cola 1997 - 1997
Olympic Commemorative Coin Program 1994 - 1997
Procter & Gamble 1990 - 1994
Morgan Stanley 1987 - 1989
Skills
Marketing Strategy, Entrepreneurship, Marketing, Market Research, Direct Marketing, Start-ups, Advertising, Strategic Partnerships, Strategic Planning, Marketing Communications, Integrated Marketing, Brand Development, Leadership, Public Relations, Marketing Management, New Business Development, Business Strategy, Strategy, Product Development, Digital Marketing, Web Marketing, Digital Strategy, Social Media Marketing, Competitive Analysis, Marketing Research, Social Media, Digital Media, Entrepreneur, Online Marketing, Media Relations, Promotions, Product Marketing, Small Business, Crisis Communications, Social Networking, Corporate Communications, Online Advertising, International Marketing, Global Marketing, Mobile Marketing, Market Analysis, SEM, Lead Generation, Email Marketing, SEO, Website Development, Demand Generation, Affiliate Marketing, Customer Acquisition, Cross-functional Team...
Education
Harvard Business School
MBA
Newman School
Stanford
AB, Economics
Mavens & Moguls 2002 - Present
Clarity.fm October 2013 - Present
SmallBizResource.com 2005 - 2006
Zipcar 2001 - 2002
Inc.com 1999 - 2001
Launch Media 1997 - 1999
Coca-Cola 1997 - 1997
Olympic Commemorative Coin Program 1994 - 1997
Procter & Gamble 1990 - 1994
Morgan Stanley 1987 - 1989
Skills
Marketing Strategy, Entrepreneurship, Marketing, Market Research, Direct Marketing, Start-ups, Advertising, Strategic Partnerships, Strategic Planning, Marketing Communications, Integrated Marketing, Brand Development, Leadership, Public Relations, Marketing Management, New Business Development, Business Strategy, Strategy, Product Development, Digital Marketing, Web Marketing, Digital Strategy, Social Media Marketing, Competitive Analysis, Marketing Research, Social Media, Digital Media, Entrepreneur, Online Marketing, Media Relations, Promotions, Product Marketing, Small Business, Crisis Communications, Social Networking, Corporate Communications, Online Advertising, International Marketing, Global Marketing, Mobile Marketing, Market Analysis, SEM, Lead Generation, Email Marketing, SEO, Website Development, Demand Generation, Affiliate Marketing, Customer Acquisition, Cross-functional Team...
Education
Harvard Business School
MBA
Newman School
Stanford
AB, Economics
Kimberly Ann Flynn, CFA's Morgan Stanley Experience July 1999 - February 2002
Job Senior Vice President, Global Structured Products Group, Head of Product Development at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments January 2013 - Present
Nuveen Investments August 2009 - January 2013
Nuveen Investments February 2007 - July 2009
Nuveen Investments July 2004 - February 2007
Capital Group June 2003 - August 2003
Morgan Stanley July 1999 - February 2002
Skills
Portfolio Management, Investments, Product Management, Corporate Finance, Investment Banking, Management, Product Development, Analysis, Financial Services, Marketing, Series 63, Executive Management, Accounting, Fundraising, Equities, Alternative Investments, Series 7, Fixed Income, Asset Management, Asset Allocation, Series 24, Commodity Pools, Hedge Funds, Investment Management, Mutual Funds, Separately Managed...
Education
Harvard Business School 2002 — 2004
MBA, Finance and Marketing electives
University of Notre Dame 1995 — 1999
BBA, Finance and Business Economics
Edmond North High School 1991 — 1995
High School
University of Chicago
Executive Continuing Education
Nuveen Investments January 2013 - Present
Nuveen Investments August 2009 - January 2013
Nuveen Investments February 2007 - July 2009
Nuveen Investments July 2004 - February 2007
Capital Group June 2003 - August 2003
Morgan Stanley July 1999 - February 2002
Skills
Portfolio Management, Investments, Product Management, Corporate Finance, Investment Banking, Management, Product Development, Analysis, Financial Services, Marketing, Series 63, Executive Management, Accounting, Fundraising, Equities, Alternative Investments, Series 7, Fixed Income, Asset Management, Asset Allocation, Series 24, Commodity Pools, Hedge Funds, Investment Management, Mutual Funds, Separately Managed...
Education
Harvard Business School 2002 — 2004
MBA, Finance and Marketing electives
University of Notre Dame 1995 — 1999
BBA, Finance and Business Economics
Edmond North High School 1991 — 1995
High School
University of Chicago
Executive Continuing Education
Onusa Chantanapongwanij's Morgan Stanley Experience 2015 - Present
Job Equity Research Associate, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2015 - Present
Barclays 2013 - 2015
Merck Group 2013 - 2013
Credit Suisse June 2012 - August 2012
Trinity Securities Group 2010 - 2011
Samitivej Hospital 2009 - 2011
Royal Thai Air Force 2008 - 2010
Skills
Equity Research, Medicine, Financial Modeling, Investment Valuation, Website Development, Investments, Finance, Mutual Funds, Financial Analysis, Valuation, Market Research, Series 7, Series 63, Series 86, Series 87, Equities, Emerging Markets, Bloomberg, Corporate Finance, Private Equity, Investment Banking
Education
Harvard Business School 2011 — 2013
MBA
Chulalongkorn University 2008 — 2010
MS, Finance
Institute of Aviation Medicine, Royal Thai Air Force 2009 — 2009
Certificate, Aviation Medicine
Chulalongkorn University 2002 — 2008
MD, Medicine
Morgan Stanley 2015 - Present
Barclays 2013 - 2015
Merck Group 2013 - 2013
Credit Suisse June 2012 - August 2012
Trinity Securities Group 2010 - 2011
Samitivej Hospital 2009 - 2011
Royal Thai Air Force 2008 - 2010
Skills
Equity Research, Medicine, Financial Modeling, Investment Valuation, Website Development, Investments, Finance, Mutual Funds, Financial Analysis, Valuation, Market Research, Series 7, Series 63, Series 86, Series 87, Equities, Emerging Markets, Bloomberg, Corporate Finance, Private Equity, Investment Banking
Education
Harvard Business School 2011 — 2013
MBA
Chulalongkorn University 2008 — 2010
MS, Finance
Institute of Aviation Medicine, Royal Thai Air Force 2009 — 2009
Certificate, Aviation Medicine
Chulalongkorn University 2002 — 2008
MD, Medicine
Chloe (Bingqing) Zhong's Morgan Stanley Experience June 2013 - August 2013
Job Recent Graduate MIT Master of Finance
Industry Financial Services
Experience
Startup Projects September 2014 - July 2015
Morgan Stanley June 2013 - August 2013
GF Securities July 2012 - August 2012
Quanco January 2012 - May 2012
Skills
Valuation, Financial Modeling, Mandarin, Microsoft Office, Due Diligence, Investment Banking, Corporate Finance, Financial Analysis, Data Analysis, Microsoft Excel, Matlab, C++, Analysis, Statistics, Economics, Finance, PowerPoint, Research, Fundamental Analysis
Education
Massachusetts Institute of Technology 2014 — 2015
Master's Degree, Finance, General
Harvard Business School 2015 — 2015
Luxury Marketing
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master's Degree, Finance
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Industrial Engineering
Startup Projects September 2014 - July 2015
Morgan Stanley June 2013 - August 2013
GF Securities July 2012 - August 2012
Quanco January 2012 - May 2012
Skills
Valuation, Financial Modeling, Mandarin, Microsoft Office, Due Diligence, Investment Banking, Corporate Finance, Financial Analysis, Data Analysis, Microsoft Excel, Matlab, C++, Analysis, Statistics, Economics, Finance, PowerPoint, Research, Fundamental Analysis
Education
Massachusetts Institute of Technology 2014 — 2015
Master's Degree, Finance, General
Harvard Business School 2015 — 2015
Luxury Marketing
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master's Degree, Finance
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Industrial Engineering
Eric Teel Eric Teel's Morgan Stanley Experience June 2011 - August 2011
Job Seeking Opportunities | Product Management | Project Management
Industry Financial Services
Experience
Bernstein Research 2014 - Present
Brookfield Properties 2012 - 2014
Morgan Stanley June 2011 - August 2011
2nd Combat Aviation Brigade 2009 - 2010
1st Combat Aviation Brigade 2008 - 2009
2-1 General Support Aviation Brigade 2006 - 2008
5-158 Aviation Regiment 2004 - 2006
Skills
Project Management, Leadership, Management, Financial Modeling, Business Strategy, Logistics, Training, Project Planning, Valuation, Cross-functional Team..., Argus Modeling, Investments, Finance
Education
Harvard Business School 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
United States Military Academy at West Point 1999 — 2003
Bachelor of Science, Mechanical Engineering
Army Aviation Rotary Wing Training
Bernstein Research 2014 - Present
Brookfield Properties 2012 - 2014
Morgan Stanley June 2011 - August 2011
2nd Combat Aviation Brigade 2009 - 2010
1st Combat Aviation Brigade 2008 - 2009
2-1 General Support Aviation Brigade 2006 - 2008
5-158 Aviation Regiment 2004 - 2006
Skills
Project Management, Leadership, Management, Financial Modeling, Business Strategy, Logistics, Training, Project Planning, Valuation, Cross-functional Team..., Argus Modeling, Investments, Finance
Education
Harvard Business School 2010 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General
United States Military Academy at West Point 1999 — 2003
Bachelor of Science, Mechanical Engineering
Army Aviation Rotary Wing Training
Parul Dubey Parul Dubey's Morgan Stanley Experience June 2014 - August 2014
Job MBA Graduate at Harvard Business School
Industry Financial Services
Experience
Harvard Business School August 2013 - Present
Summit Partners January 2015 - May 2015
Morgan Stanley June 2014 - August 2014
PIMCO August 2010 - July 2013
Kenya High Commission January 2010 - February 2010
United Nations November 2008 - January 2009
German Aerospace Center June 2008 - September 2008
Haute Ecole d'Ingénierie et de Gestion du Canton de Vaud May 2007 - July 2007
Skills
Business Strategy, Management Consulting, Financial Modeling, Data Analysis, Emerging Markets, Project Management, Valuation, Analysis, Entrepreneurship, Mergers, Strategic Planning, Business Development, Strategy, Private Equity, Research, Competitive Analysis, Finance, Portfolio Assessment, Investment Management, Mergers & Acquisitions, Leadership, Financial Analysis, Due Diligence
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
London Business School 2009 — 2010
Masters in Management, Management
National Institute of Technology Karnataka 2005 — 2009
Bachelor of Technology, Electrical & Electronics Engineering
Harvard Business School August 2013 - Present
Summit Partners January 2015 - May 2015
Morgan Stanley June 2014 - August 2014
PIMCO August 2010 - July 2013
Kenya High Commission January 2010 - February 2010
United Nations November 2008 - January 2009
German Aerospace Center June 2008 - September 2008
Haute Ecole d'Ingénierie et de Gestion du Canton de Vaud May 2007 - July 2007
Skills
Business Strategy, Management Consulting, Financial Modeling, Data Analysis, Emerging Markets, Project Management, Valuation, Analysis, Entrepreneurship, Mergers, Strategic Planning, Business Development, Strategy, Private Equity, Research, Competitive Analysis, Finance, Portfolio Assessment, Investment Management, Mergers & Acquisitions, Leadership, Financial Analysis, Due Diligence
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
London Business School 2009 — 2010
Masters in Management, Management
National Institute of Technology Karnataka 2005 — 2009
Bachelor of Technology, Electrical & Electronics Engineering
Chad Kunysz Chad Kunysz's Morgan Stanley Experience 2006 - 2013
Job Veteran | Portfolio Management | Financial Analysis
Industry Financial Services
Experience
Morgan Stanley 2006 - 2013
United States Marine Corps 1999 - 2003
Skills
Financial Modeling, Strategic Consulting, Cross-functional Team..., Operational Planning, Program Management, Financial Analysis, Valuation, Military Operations, Management Consulting, Risk Management, Analysis, Corporate Finance, Portfolio Management, Strategy, Investments, Asset Management, Due Diligence, Fixed Income, Leadership, Management, Finance, Business Strategy, Process Improvement, Project Management
Education
UCLA Anderson School of Management 2009 — 2012
Master of Business Administration (MBA), Finance, General
UC Santa Barbara 2003 — 2005
Bachelor of Arts (B.A.), Psychology
Hartnell College 1997 — 1999
Associate of Arts (AA), General Studies
Morgan Stanley 2006 - 2013
United States Marine Corps 1999 - 2003
Skills
Financial Modeling, Strategic Consulting, Cross-functional Team..., Operational Planning, Program Management, Financial Analysis, Valuation, Military Operations, Management Consulting, Risk Management, Analysis, Corporate Finance, Portfolio Management, Strategy, Investments, Asset Management, Due Diligence, Fixed Income, Leadership, Management, Finance, Business Strategy, Process Improvement, Project Management
Education
UCLA Anderson School of Management 2009 — 2012
Master of Business Administration (MBA), Finance, General
UC Santa Barbara 2003 — 2005
Bachelor of Arts (B.A.), Psychology
Hartnell College 1997 — 1999
Associate of Arts (AA), General Studies
Juan Zuniga Juan Zuniga's Morgan Stanley Experience August 2014 - Present
Job Experienced Investment Banking and Implementation Professional
Industry Investment Banking
Experience
Morgan Stanley August 2014 - Present
Wells Fargo April 2013 - August 2014
Royal Bank of Scotland PLC October 2006 - October 2012
Strategic Value Partners LLC April 2005 - October 2006
UBS Investment Bank July 2000 - April 2005
Bank Austria Creditanstalt June 1998 - July 2000
Skills
AML, Dodd-Frank, USA PATRIOT Act, Basel II, Loan IQ, Swaps, Syndications, Operational Risk..., LSTA, Shared National Credit, CLO, CDO, Distressed Debt, Credit Risk, Work Outs, Loans, Credit, Commercial Banking, Middle Office, Risk Management, Investment Banking, Finance, Back Office, Fixed Income, SQL, Application Lifecycle..., Project Management, Trading, Management, Banking, Portfolio Management, Capital Markets
Education
Hartwick College 1992 — 1996
BA
Morgan Stanley August 2014 - Present
Wells Fargo April 2013 - August 2014
Royal Bank of Scotland PLC October 2006 - October 2012
Strategic Value Partners LLC April 2005 - October 2006
UBS Investment Bank July 2000 - April 2005
Bank Austria Creditanstalt June 1998 - July 2000
Skills
AML, Dodd-Frank, USA PATRIOT Act, Basel II, Loan IQ, Swaps, Syndications, Operational Risk..., LSTA, Shared National Credit, CLO, CDO, Distressed Debt, Credit Risk, Work Outs, Loans, Credit, Commercial Banking, Middle Office, Risk Management, Investment Banking, Finance, Back Office, Fixed Income, SQL, Application Lifecycle..., Project Management, Trading, Management, Banking, Portfolio Management, Capital Markets
Education
Hartwick College 1992 — 1996
BA
Jono Gutstein's Morgan Stanley Experience 1987 - 1990
Job Founder, Next Level Test Prep LLC
Industry Education Management
Experience
Next Level Test Prep LLC 2013 - Present
. 1984 - 2014
Coller Capital 2004 - 2013
Morgan Stanley Private Equity 1992 - 2004
Morgan Stanley 1987 - 1990
Education
Harvard Business School 1990 — 1992
MBA
Princeton University 1983 — 1987
AB, Romance Languages & Literatures (French)
Byram Hills High School 1979 — 1983
Next Level Test Prep LLC 2013 - Present
. 1984 - 2014
Coller Capital 2004 - 2013
Morgan Stanley Private Equity 1992 - 2004
Morgan Stanley 1987 - 1990
Education
Harvard Business School 1990 — 1992
MBA
Princeton University 1983 — 1987
AB, Romance Languages & Literatures (French)
Byram Hills High School 1979 — 1983
Prita Kumar Prita Kumar's Morgan Stanley Experience 2008 - 2010
Job Founder, CEO at Booya Fitness Inc.
Industry Health, Wellness and Fitness
Experience
Booya Fitness Inc. 2012 - Present
Irving Place Capital 2010 - 2012
Morgan Stanley 2008 - 2010
Skills
Financial Modeling, Financial Analysis, Business Strategy, Strategy, Entrepreneurship, Venture Capital, Asset Management
Education
Harvard Business School
Master of Business Administration (MBA)
New York University
BS, Actuarial Science, Mathematics
Booya Fitness Inc. 2012 - Present
Irving Place Capital 2010 - 2012
Morgan Stanley 2008 - 2010
Skills
Financial Modeling, Financial Analysis, Business Strategy, Strategy, Entrepreneurship, Venture Capital, Asset Management
Education
Harvard Business School
Master of Business Administration (MBA)
New York University
BS, Actuarial Science, Mathematics
Frances M. Correa's Morgan Stanley Experience April 2013 - Present
Job Vice President National Training Officer Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
Vision Strategic Consulting August 2011 - March 2013
Verizon Communications 2011 - 2011
Verizon Business 2008 - 2011
Verizon 2006 - 2008
Verizon 2005 - 2005
PROSPERITY NETWORK 2002 - 2005
Telcordia Technologies 1996 - 2002
Skills
Strategy, Leadership, Management, CRM, Business Development, Sales Operations, Business Strategy, Team Leadership, Sales Process, B2B, Professional Services, Sales Management, Strategic Planning, Consulting, Program Management, Integration, Sales, Strategic Partnerships, Sales Effectiveness..., Executive Management, Contract Negotiation, Solution Selling, Vendor Management, Negotiation, National Sales Training, Sales Leadership...
Education
Harvard Business School
MBA, General Management / Marketing
Tufts University
BA, International Relations and Spanish
Morgan Stanley April 2013 - Present
Vision Strategic Consulting August 2011 - March 2013
Verizon Communications 2011 - 2011
Verizon Business 2008 - 2011
Verizon 2006 - 2008
Verizon 2005 - 2005
PROSPERITY NETWORK 2002 - 2005
Telcordia Technologies 1996 - 2002
Skills
Strategy, Leadership, Management, CRM, Business Development, Sales Operations, Business Strategy, Team Leadership, Sales Process, B2B, Professional Services, Sales Management, Strategic Planning, Consulting, Program Management, Integration, Sales, Strategic Partnerships, Sales Effectiveness..., Executive Management, Contract Negotiation, Solution Selling, Vendor Management, Negotiation, National Sales Training, Sales Leadership...
Education
Harvard Business School
MBA, General Management / Marketing
Tufts University
BA, International Relations and Spanish
Bradley Edwards's Morgan Stanley Experience July 2007 - May 2009
Job Fmr Disney/ESPN and NFL Media Strategist Seeking Media Opportunities in LA
Industry Entertainment
Experience
National Football League January 2014 - June 2015
Disney and ESPN Media Networks May 2012 - January 2014
MIT October 2011 - May 2012
Allen & Company LLC June 2010 - August 2010
Morgan Stanley July 2007 - May 2009
Skills
Business Strategy, Financial Modeling, Negotiation, Sports Media, Industry Research
Education
Harvard Business School 2009 — 2011
Master
Massachusetts Institute of Technology 2003 — 2007
S.B.
National Football League January 2014 - June 2015
Disney and ESPN Media Networks May 2012 - January 2014
MIT October 2011 - May 2012
Allen & Company LLC June 2010 - August 2010
Morgan Stanley July 2007 - May 2009
Skills
Business Strategy, Financial Modeling, Negotiation, Sports Media, Industry Research
Education
Harvard Business School 2009 — 2011
Master
Massachusetts Institute of Technology 2003 — 2007
S.B.
Nicholas Mazis Nicholas Mazis's Morgan Stanley Experience November 2009 - February 2010
Job Director at PwC
Industry Management Consulting
Experience
PwC May 2010 - Present
Aeteon Corporation February 1999 - May 2010
Forest Laboratories February 2010 - April 2010
Morgan Stanley November 2009 - February 2010
Perry Ellis International 2002 - 2004
Horizon Blue Cross Blue Shield of New Jersey October 1999 - January 2002
Unilever - Lipton February 1999 - September 1999
Alpha Strategic Consulting Corp September 1991 - September 1999
Skills
IT Strategy, Business Process..., IT Service Management, Strategy, Outsourcing, Business Intelligence, Project Management, Vendor Management, Budgets, Governance, ITIL Certified, Management, CRM, Enterprise Software, Consulting, Business Transformation, Service Management, Project Portfolio..., Configuration Management, Pricing Strategy, Integration, Business Process, ITIL Service Strategy, ITIL, Business Development, IT Financial Management, PMO, Mergers & Acquisitions, Information Technology, Management Consulting, Discrete Event..., IT Operations, Data Warehousing, Strategic Financial..., SDLC, ITSM, Strategic Planning, Business Strategy, Enterprise Architecture, Business Analysis, Program Management, Process Improvement, IT Management
Education
Harvard Business School 2015 — 2016
Professional Certificate, Strategic Management
Regis University 2001 — 2003
MBA, Operations Research
New York Institute of Technology 1992 — 1993
M.Sc., Computer Science
New York Institute of Technology 1988 — 1991
B.Sc., Computer Science
PwC May 2010 - Present
Aeteon Corporation February 1999 - May 2010
Forest Laboratories February 2010 - April 2010
Morgan Stanley November 2009 - February 2010
Perry Ellis International 2002 - 2004
Horizon Blue Cross Blue Shield of New Jersey October 1999 - January 2002
Unilever - Lipton February 1999 - September 1999
Alpha Strategic Consulting Corp September 1991 - September 1999
Skills
IT Strategy, Business Process..., IT Service Management, Strategy, Outsourcing, Business Intelligence, Project Management, Vendor Management, Budgets, Governance, ITIL Certified, Management, CRM, Enterprise Software, Consulting, Business Transformation, Service Management, Project Portfolio..., Configuration Management, Pricing Strategy, Integration, Business Process, ITIL Service Strategy, ITIL, Business Development, IT Financial Management, PMO, Mergers & Acquisitions, Information Technology, Management Consulting, Discrete Event..., IT Operations, Data Warehousing, Strategic Financial..., SDLC, ITSM, Strategic Planning, Business Strategy, Enterprise Architecture, Business Analysis, Program Management, Process Improvement, IT Management
Education
Harvard Business School 2015 — 2016
Professional Certificate, Strategic Management
Regis University 2001 — 2003
MBA, Operations Research
New York Institute of Technology 1992 — 1993
M.Sc., Computer Science
New York Institute of Technology 1988 — 1991
B.Sc., Computer Science
Jack Phillips Jack Phillips's Morgan Stanley Experience August 1988 - June 1990
Job Information Publishing Entrepreneur
Industry Research
Experience
International Institute for Analytics (IIA) October 2010 - Present
Institute for Applied Network Security (IANS) June 2001 - September 2010
CCBN (now Thomson Reuters) June 1998 - June 2000
Internet Securities, Inc. (now EMIS Euromoney) June 1995 - May 1998
McGraw-Hill June 1994 - May 1995
INFONXX (now KGB) January 1992 - September 1992
Long-Term Credit Bank of Japan June 1990 - August 1992
Morgan Stanley August 1988 - June 1990
Skills
Team Building, Sales, Community Building, Analytics, Entrepreneur, Venture Capital, Product Development, Architecture, Entrepreneurship, Product Management, Business Development, Market Research, Strategy, Data Mining, Predictive Analytics, Start-ups, Business Strategy, Marketing Strategy, Strategic Planning, Competitive Analysis, Strategic Partnerships, Management
Education
Harvard Business School 1992 — 1994
MBA
Williams College 1984 — 1988
BA
Lincoln High School 1980 — 1984
High School Graduate
International Institute for Analytics (IIA) October 2010 - Present
Institute for Applied Network Security (IANS) June 2001 - September 2010
CCBN (now Thomson Reuters) June 1998 - June 2000
Internet Securities, Inc. (now EMIS Euromoney) June 1995 - May 1998
McGraw-Hill June 1994 - May 1995
INFONXX (now KGB) January 1992 - September 1992
Long-Term Credit Bank of Japan June 1990 - August 1992
Morgan Stanley August 1988 - June 1990
Skills
Team Building, Sales, Community Building, Analytics, Entrepreneur, Venture Capital, Product Development, Architecture, Entrepreneurship, Product Management, Business Development, Market Research, Strategy, Data Mining, Predictive Analytics, Start-ups, Business Strategy, Marketing Strategy, Strategic Planning, Competitive Analysis, Strategic Partnerships, Management
Education
Harvard Business School 1992 — 1994
MBA
Williams College 1984 — 1988
BA
Lincoln High School 1980 — 1984
High School Graduate
David Nagourney David Nagourney's Morgan Stanley Experience 2000 - 2005
Job Global Head of Research Marketing at UBS
Industry Financial Services
Experience
UBS March 2014 - Present
AXYS Innovations, LLC 2008 - February 2014
BusinessWeek 2005 - 2007
Morgan Stanley 2000 - 2005
Money.com 1998 - 2000
FORTUNE Magazine 1994 - 1998
Time Inc. 1993 - 1994
Sports Illustrated 1990 - 1991
People Magazine 1988 - 1990
Kidder Peabody 1987 - 1988
Skills
General Management, Business Building, Business Management, Monetization, Innovation, New Business Development, P&L Management, E-commerce, Entrepreneurship, Team Leadership, Team Building, Digital Media, Business Strategy, Business Planning, Strategic Planning, Negotiation, Start-ups, Strategic Partnerships, Contract Negotiations, Financial Modeling, Direct Marketing, Strategy Development, Strategy, Management, Marketing, Competitive Analysis, Product Development, Management Consulting, Business Development, Leadership, Mergers & Acquisitions, Online Marketing, Finance, CRM, Sales, Analytics, Social Media, Executive Management, Professional Mentoring, Business
Education
Harvard Business School 1991 — 1993
MBA, General Management
University of Pennsylvania - The Wharton School 1983 — 1987
BSE, Economics
UBS March 2014 - Present
AXYS Innovations, LLC 2008 - February 2014
BusinessWeek 2005 - 2007
Morgan Stanley 2000 - 2005
Money.com 1998 - 2000
FORTUNE Magazine 1994 - 1998
Time Inc. 1993 - 1994
Sports Illustrated 1990 - 1991
People Magazine 1988 - 1990
Kidder Peabody 1987 - 1988
Skills
General Management, Business Building, Business Management, Monetization, Innovation, New Business Development, P&L Management, E-commerce, Entrepreneurship, Team Leadership, Team Building, Digital Media, Business Strategy, Business Planning, Strategic Planning, Negotiation, Start-ups, Strategic Partnerships, Contract Negotiations, Financial Modeling, Direct Marketing, Strategy Development, Strategy, Management, Marketing, Competitive Analysis, Product Development, Management Consulting, Business Development, Leadership, Mergers & Acquisitions, Online Marketing, Finance, CRM, Sales, Analytics, Social Media, Executive Management, Professional Mentoring, Business
Education
Harvard Business School 1991 — 1993
MBA, General Management
University of Pennsylvania - The Wharton School 1983 — 1987
BSE, Economics
Allison Floam Allison Floam's Morgan Stanley Experience July 2005 - July 2007
Job Entrepreneur & Investor
Industry Venture Capital & Private Equity
Experience
Reboot Holdings Pty Ltd 2013 - 2014
TheFix.com 2010 - 2012
MicroDialogue 2009 - 2012
SunSak LLC 2004 - 2009
Morgan Stanley Investment Management June 2008 - August 2008
Morgan Stanley July 2005 - July 2007
Skills
start-ups, entrepreneurship, business development, strategy, finance, financial analysis, investing, operations, analytics, health and wellness, digital media, social media, consumer products, lead generation, Start-ups, Strategy, Venture Capital, Digital Media, Business Development, Entrepreneurship
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science (BS)
Reboot Holdings Pty Ltd 2013 - 2014
TheFix.com 2010 - 2012
MicroDialogue 2009 - 2012
SunSak LLC 2004 - 2009
Morgan Stanley Investment Management June 2008 - August 2008
Morgan Stanley July 2005 - July 2007
Skills
start-ups, entrepreneurship, business development, strategy, finance, financial analysis, investing, operations, analytics, health and wellness, digital media, social media, consumer products, lead generation, Start-ups, Strategy, Venture Capital, Digital Media, Business Development, Entrepreneurship
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science (BS)
Kruti Patel Goyal's Morgan Stanley Experience August 1998 - July 2000
Job VP Business Development at Etsy
Industry Internet
Experience
Etsy April 2014 - Present
Etsy May 2012 - December 2013
Etsy March 2011 - May 2012
(RED) June 2010 - March 2011
Nolita Global Advisors June 2008 - March 2011
Viacom / MTVN June 2004 - May 2008
General Atlantic Partners August 2000 - July 2002
Morgan Stanley August 1998 - July 2000
Skills
Strategic Partnerships, Strategy, Digital Media, Entrepreneurship, Business Development, Mergers & Acquisitions, Business Planning, Social Networking, Start-ups, Corporate Development, Venture Capital, E-commerce, Mobile Devices, Cross-functional Team..., Mergers, Product Development, Marketing Strategy, Product Management, Business Strategy, Analytics, Competitive Analysis, Product Marketing
Education
Harvard Business School 2002 — 2004
MBA, General Management
Stanford University 1994 — 1998
BA, Economics
Etsy April 2014 - Present
Etsy May 2012 - December 2013
Etsy March 2011 - May 2012
(RED) June 2010 - March 2011
Nolita Global Advisors June 2008 - March 2011
Viacom / MTVN June 2004 - May 2008
General Atlantic Partners August 2000 - July 2002
Morgan Stanley August 1998 - July 2000
Skills
Strategic Partnerships, Strategy, Digital Media, Entrepreneurship, Business Development, Mergers & Acquisitions, Business Planning, Social Networking, Start-ups, Corporate Development, Venture Capital, E-commerce, Mobile Devices, Cross-functional Team..., Mergers, Product Development, Marketing Strategy, Product Management, Business Strategy, Analytics, Competitive Analysis, Product Marketing
Education
Harvard Business School 2002 — 2004
MBA, General Management
Stanford University 1994 — 1998
BA, Economics
Scott Peterson Scott Peterson's Morgan Stanley Experience June 2014 - August 2014
Job Development & Acquisitions at Irvine Company
Industry Real Estate
Experience
Irvine Company July 2015 - Present
Morgan Stanley June 2014 - August 2014
US Army July 2008 - August 2013
US Army June 2005 - June 2008
Skills
Strategic Planning, Budgets, Security Clearance, Analysis, Military Operations, Negotiation, Government, Team Leadership, Intelligence, Intelligence Analysis, Information Assurance, DoD, Project Management, Military, Operational Planning, Military Experience, National Security, Force Protection, Counterinsurgency, Cross-functional Team..., Tactics, International Relations, Risk Assessment, Afghanistan, Leadership, Army, Top Secret, Command, Special Operations, Combat, Interagency Coordination, Military Training, Military Logistics, Defense, Organizational..., Navy, Counterterrorism, Weapons, Homeland Security
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
West Point 2001 — 2005
Bachelor of Science (B.S.), Economics
Irvine Company July 2015 - Present
Morgan Stanley June 2014 - August 2014
US Army July 2008 - August 2013
US Army June 2005 - June 2008
Skills
Strategic Planning, Budgets, Security Clearance, Analysis, Military Operations, Negotiation, Government, Team Leadership, Intelligence, Intelligence Analysis, Information Assurance, DoD, Project Management, Military, Operational Planning, Military Experience, National Security, Force Protection, Counterinsurgency, Cross-functional Team..., Tactics, International Relations, Risk Assessment, Afghanistan, Leadership, Army, Top Secret, Command, Special Operations, Combat, Interagency Coordination, Military Training, Military Logistics, Defense, Organizational..., Navy, Counterterrorism, Weapons, Homeland Security
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
West Point 2001 — 2005
Bachelor of Science (B.S.), Economics
Stephanie Kwong's Morgan Stanley Experience August 2010 - July 2011
Job Associate at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management August 2013 - Present
NetEase Capital August 2012 - August 2012
Apple May 2012 - August 2012
Morgan Stanley August 2010 - July 2011
Morgan Stanley June 2008 - July 2010
Skills
Financial Modeling, Investments, Private Equity, Emerging Markets, Financial Analysis, Venture Capital, Business Strategy, Valuation, Bloomberg, Investment Banking, Mandarin, Asset Managment, Due Diligence, Corporate Finance, Data Analysis, Technology
Education
Harvard Business School 2011 — 2013
MBA
Harvard University 2004 — 2008
B.A. (High Honors), Economics (Magna Cum Laude)
Morgan Stanley Investment Management August 2013 - Present
NetEase Capital August 2012 - August 2012
Apple May 2012 - August 2012
Morgan Stanley August 2010 - July 2011
Morgan Stanley June 2008 - July 2010
Skills
Financial Modeling, Investments, Private Equity, Emerging Markets, Financial Analysis, Venture Capital, Business Strategy, Valuation, Bloomberg, Investment Banking, Mandarin, Asset Managment, Due Diligence, Corporate Finance, Data Analysis, Technology
Education
Harvard Business School 2011 — 2013
MBA
Harvard University 2004 — 2008
B.A. (High Honors), Economics (Magna Cum Laude)
Louis Beryl Louis Beryl's Morgan Stanley Experience 2002 - 2007
Job Founder & CEO at Earnest
Industry Financial Services
Experience
Earnest Inc 2013 - Present
Andreessen Horowitz 2012 - 2013
Harvard University 2011 - 2012
Deutsche Bank 2009 - 2009
Lehman Brothers 2007 - 2008
Morgan Stanley 2002 - 2007
Skills
Entrepreneurship, Venture Capital, Financial Modeling, Due Diligence, Start-ups, Team Building, Venture Financing, Business Model..., Fundraising, Strategy, Public Policy, Data Analytics, Data Mining, Economics, Finance
Education
Harvard Business School 2010 — 2012
MBA, Entrepreneurship & General Management
Harvard University Kennedy School of Government 2009 — 2012
MPP, Public Policy
Princeton University 1999 — 2003
B.S.E., Operations Research and Financial Engineering
Massachusetts Institute of Technology 2011 — 2011
15.366: Energy Ventures
Earnest Inc 2013 - Present
Andreessen Horowitz 2012 - 2013
Harvard University 2011 - 2012
Deutsche Bank 2009 - 2009
Lehman Brothers 2007 - 2008
Morgan Stanley 2002 - 2007
Skills
Entrepreneurship, Venture Capital, Financial Modeling, Due Diligence, Start-ups, Team Building, Venture Financing, Business Model..., Fundraising, Strategy, Public Policy, Data Analytics, Data Mining, Economics, Finance
Education
Harvard Business School 2010 — 2012
MBA, Entrepreneurship & General Management
Harvard University Kennedy School of Government 2009 — 2012
MPP, Public Policy
Princeton University 1999 — 2003
B.S.E., Operations Research and Financial Engineering
Massachusetts Institute of Technology 2011 — 2011
15.366: Energy Ventures
Terry Henry, MBA, CMI, CRM's Morgan Stanley Experience August 1987 - September 1998
Job Medical Practice Wellness Integration Consultant at nutraMetrix
Industry Health, Wellness and Fitness
Experience
NutraMetrix August 2009 - Present
Keller Williams International 2007 - 2011
American Express April 2004 - July 2009
Citigroup January 2002 - April 2004
AOL Time Warner October 1999 - November 2001
Morgan Stanley August 1987 - September 1998
Chase Manhattan Corporation 1981 - 1985
Skills
Real Estate, Investments, Mergers, Financial Services, Negotiation, Business Development, Private Equity, Strategic Planning, Asset Managment, Valuation, Business Strategy, Marketing Strategy, Management Consulting, Marketing, Portfolio Management, Asset Management, Mergers & Acquisitions, Small Business, Entrepreneurship, Leadership, CRM, Investment Properties, Strategy, Sales
Education
Harvard Business School 1985 — 1987
Master of Business Administration (MBA), Marketing
Williams College 1977 — 1981
BA, Sociology
NutraMetrix August 2009 - Present
Keller Williams International 2007 - 2011
American Express April 2004 - July 2009
Citigroup January 2002 - April 2004
AOL Time Warner October 1999 - November 2001
Morgan Stanley August 1987 - September 1998
Chase Manhattan Corporation 1981 - 1985
Skills
Real Estate, Investments, Mergers, Financial Services, Negotiation, Business Development, Private Equity, Strategic Planning, Asset Managment, Valuation, Business Strategy, Marketing Strategy, Management Consulting, Marketing, Portfolio Management, Asset Management, Mergers & Acquisitions, Small Business, Entrepreneurship, Leadership, CRM, Investment Properties, Strategy, Sales
Education
Harvard Business School 1985 — 1987
Master of Business Administration (MBA), Marketing
Williams College 1977 — 1981
BA, Sociology
Alex Song, CFA Alex Song, CFA's Morgan Stanley Experience July 2009 - July 2011
Job Credit Investing at Crayhill Capital Management
Industry Investment Management
Experience
Marathon Asset Management June 2014 - August 2014
Bain Capital - Sankaty January 2012 - August 2013
Morgan Stanley July 2009 - July 2011
Morgan Stanley May 2008 - August 2008
Barclays Global Investors January 2007 - September 2007
University of Missouri - St. Louis June 2006 - September 2006
Skills
Trading, Bonds, Global Macro, Valuation, Financial Analysis, Biomechanics, Bioengineering, Spectroscopy, Bloomberg, Derivatives, MBS, Financial Modeling, Probability, Macroeconomics, Statistics, Fixed Income, Financial Markets, Economics, Financial Economics, Residential Mortgages, Subprime, Mortgage, Hedge Funds, Quantitative Analysis, Structured Products, Matlab, Excel, Securities, Bloomberg Terminal, Intex, Quantitative Analytics, Equities, Capital Markets, Private Equity, Alternative Investments, Portfolio Management, Investments, Hedging, Finance, Analysis
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Stanford University 2005 — 2009
Bachelor’s Degree, BS Biomechanical Engineering; BA Economics
Ladue Horton Watkins High School 2001 — 2005
Marathon Asset Management June 2014 - August 2014
Bain Capital - Sankaty January 2012 - August 2013
Morgan Stanley July 2009 - July 2011
Morgan Stanley May 2008 - August 2008
Barclays Global Investors January 2007 - September 2007
University of Missouri - St. Louis June 2006 - September 2006
Skills
Trading, Bonds, Global Macro, Valuation, Financial Analysis, Biomechanics, Bioengineering, Spectroscopy, Bloomberg, Derivatives, MBS, Financial Modeling, Probability, Macroeconomics, Statistics, Fixed Income, Financial Markets, Economics, Financial Economics, Residential Mortgages, Subprime, Mortgage, Hedge Funds, Quantitative Analysis, Structured Products, Matlab, Excel, Securities, Bloomberg Terminal, Intex, Quantitative Analytics, Equities, Capital Markets, Private Equity, Alternative Investments, Portfolio Management, Investments, Hedging, Finance, Analysis
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Stanford University 2005 — 2009
Bachelor’s Degree, BS Biomechanical Engineering; BA Economics
Ladue Horton Watkins High School 2001 — 2005
Greg Willsey's Morgan Stanley Experience 2007 - 2007
Job Partner at Monogram Capital Partners
Industry Venture Capital & Private Equity
Experience
Monogram Capital Partners 2015 - Present
POM Wonderful 2012 - 2015
McKinsey & Company 2008 - 2011
Morgan Stanley 2007 - 2007
Latham & Watkins 2006 - 2006
Kirkland & Ellis LLP 2005 - 2005
US Airways 2003 - 2004
McKinsey & Company 2001 - 2003
Education
Harvard Business School 2004 — 2008
Master of Business Administration (MBA)
Harvard Law School 2004 — 2008
Doctor of Law (J.D.)
Wake Forest University 1997 — 2001
Bachelor of Science (B.S.)
Monogram Capital Partners 2015 - Present
POM Wonderful 2012 - 2015
McKinsey & Company 2008 - 2011
Morgan Stanley 2007 - 2007
Latham & Watkins 2006 - 2006
Kirkland & Ellis LLP 2005 - 2005
US Airways 2003 - 2004
McKinsey & Company 2001 - 2003
Education
Harvard Business School 2004 — 2008
Master of Business Administration (MBA)
Harvard Law School 2004 — 2008
Doctor of Law (J.D.)
Wake Forest University 1997 — 2001
Bachelor of Science (B.S.)
Chioma Achebe's Morgan Stanley Experience June 2009 - August 2009
Job Consultant at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group September 2015 - Present
Cravath, Swaine & Moore LLP May 2014 - August 2014
The Boston Consulting Group June 2013 - August 2013
Bankable Frontier Associates August 2011 - July 2012
Greater Boston Legal Services June 2011 - August 2011
Sullivan & Cromwell LLP June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Skills
Economics, Financial Modeling, Corporate Finance, Stata, Financial Analysis, Data Analysis, Valuation, Entrepreneurship, Emerging Markets, Public Speaking, Private Equity, Mergers & Acquisitions, Management Consulting, Research, Strategy
Education
Harvard Business School
MBA
Harvard Law School
J.D.
Harvard University 2006 — 2010
Bachelor's degree, Economics
The Boston Consulting Group September 2015 - Present
Cravath, Swaine & Moore LLP May 2014 - August 2014
The Boston Consulting Group June 2013 - August 2013
Bankable Frontier Associates August 2011 - July 2012
Greater Boston Legal Services June 2011 - August 2011
Sullivan & Cromwell LLP June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Skills
Economics, Financial Modeling, Corporate Finance, Stata, Financial Analysis, Data Analysis, Valuation, Entrepreneurship, Emerging Markets, Public Speaking, Private Equity, Mergers & Acquisitions, Management Consulting, Research, Strategy
Education
Harvard Business School
MBA
Harvard Law School
J.D.
Harvard University 2006 — 2010
Bachelor's degree, Economics
Cara Shortsleeve Cara Shortsleeve's Morgan Stanley Experience July 2000 - July 2003
Job Director, Global Brand Solutions
Industry Internet
Experience
Google October 2013 - Present
Google January 2012 - October 2013
Google January 2011 - December 2011
Google October 2007 - January 2011
New Balance January 2006 - September 2007
Saucony 2005 - 2006
Morgan Stanley July 2000 - July 2003
Skills
Online Advertising, SEM, Analytics, Strategy, Product Marketing, Product Management, PPC, Business Strategy, Google Adwords, Competitive Analysis, Financial Modeling, Sales, Strategic Partnerships, Advertising, Marketing Strategy, Digital Marketing
Education
Harvard Business School 2003 — 2005
MBA
Williams College 1996 — 2000
BA, English, Art History
Buckingham Brown and Nichols School 1992 — 1996
Google October 2013 - Present
Google January 2012 - October 2013
Google January 2011 - December 2011
Google October 2007 - January 2011
New Balance January 2006 - September 2007
Saucony 2005 - 2006
Morgan Stanley July 2000 - July 2003
Skills
Online Advertising, SEM, Analytics, Strategy, Product Marketing, Product Management, PPC, Business Strategy, Google Adwords, Competitive Analysis, Financial Modeling, Sales, Strategic Partnerships, Advertising, Marketing Strategy, Digital Marketing
Education
Harvard Business School 2003 — 2005
MBA
Williams College 1996 — 2000
BA, English, Art History
Buckingham Brown and Nichols School 1992 — 1996
Jadelind Wong Jadelind Wong's Morgan Stanley Experience August 2012 - March 2015
Job Managing Director, Business Development at Strathspey Crown LLC
Industry Health, Wellness and Fitness
Experience
Strathspey Crown LLC April 2015 - Present
Morgan Stanley August 2012 - March 2015
Morgan Stanley June 2011 - August 2011
ReproCyte (formerly PrimeGen Biotech) April 2008 - July 2010
PrimeGen Biotech, LLC July 2006 - July 2010
AmCyte Diabetes Inc. 2005 - 2006
Skills
Biotechnology, Lifesciences, Business Development, Strategy, Financial Modeling, Valuation, Venture Capital, Corporate Finance, Marketing, Investment Banking, Mergers & Acquisitions, Due Diligence, Project Management, R&D, Corporate Development
Education
Harvard Business School 2010 — 2012
MBA
University of California, Los Angeles 2002 — 2006
BS, Microbiology, Immunology, and Molecular Genetics
Monta Vista High School
Strathspey Crown LLC April 2015 - Present
Morgan Stanley August 2012 - March 2015
Morgan Stanley June 2011 - August 2011
ReproCyte (formerly PrimeGen Biotech) April 2008 - July 2010
PrimeGen Biotech, LLC July 2006 - July 2010
AmCyte Diabetes Inc. 2005 - 2006
Skills
Biotechnology, Lifesciences, Business Development, Strategy, Financial Modeling, Valuation, Venture Capital, Corporate Finance, Marketing, Investment Banking, Mergers & Acquisitions, Due Diligence, Project Management, R&D, Corporate Development
Education
Harvard Business School 2010 — 2012
MBA
University of California, Los Angeles 2002 — 2006
BS, Microbiology, Immunology, and Molecular Genetics
Monta Vista High School
Christine Fu's Morgan Stanley Experience July 2003 - July 2005
Job Director of Partnerships at Blue Apron
Industry Online Media
Experience
Blue Apron June 2015 - Present
Scholastic August 2012 - March 2015
AOL January 2011 - August 2012
IDG TechNetwork September 2009 - January 2011
Examiner.com 2009 - 2009
MTV Networks June 2008 - August 2008
Clinton Foundation June 2007 - July 2007
NYSE Euronext July 2005 - May 2007
Morgan Stanley July 2003 - July 2005
Education
Harvard Business School
Master of Business Administration (M.B.A.)
University of California, Berkeley
Bachelor’s Degree
Blue Apron June 2015 - Present
Scholastic August 2012 - March 2015
AOL January 2011 - August 2012
IDG TechNetwork September 2009 - January 2011
Examiner.com 2009 - 2009
MTV Networks June 2008 - August 2008
Clinton Foundation June 2007 - July 2007
NYSE Euronext July 2005 - May 2007
Morgan Stanley July 2003 - July 2005
Education
Harvard Business School
Master of Business Administration (M.B.A.)
University of California, Berkeley
Bachelor’s Degree
David DeRuff David DeRuff's Morgan Stanley Experience 1984 - 1986
Job Partner at DBO Partners
Industry Investment Banking
Experience
Dean Bradley Osborne April 2015 - Present
The Presidio Group LLC April 2011 - April 2015
FBR Capital Markets March 2008 - June 2010
East Peak Advisors January 2002 - March 2008
Donaldson, Lufkin & Jenrette (DLJ) June 1999 - October 2000
Banc of America Securities 1999 - 1999
Montgomery Securities (BofA Securities) 1987 - 1999
Morgan Stanley 1984 - 1986
Skills
Investment Banking, Corporate Finance, Valuation, Business Strategy, Entrepreneurship, Mergers
Education
Harvard Business School 1986 — 1988
MBA
University of California, Berkeley 1979 — 1983
B.S.
University of California, Berkeley, Haas School of Business 1979 — 1983
BS
Dean Bradley Osborne April 2015 - Present
The Presidio Group LLC April 2011 - April 2015
FBR Capital Markets March 2008 - June 2010
East Peak Advisors January 2002 - March 2008
Donaldson, Lufkin & Jenrette (DLJ) June 1999 - October 2000
Banc of America Securities 1999 - 1999
Montgomery Securities (BofA Securities) 1987 - 1999
Morgan Stanley 1984 - 1986
Skills
Investment Banking, Corporate Finance, Valuation, Business Strategy, Entrepreneurship, Mergers
Education
Harvard Business School 1986 — 1988
MBA
University of California, Berkeley 1979 — 1983
B.S.
University of California, Berkeley, Haas School of Business 1979 — 1983
BS
Simon Yung's Morgan Stanley Experience March 2006 - August 2010
Job Managing Partner and Chief Executive
Industry Capital Markets
Experience
Rule Financial (Part of the GFT Group) September 2012 - Present
Rule Financial (Part of the GFT Group) September 2012 - Present
Multiplex Consulting August 2010 - September 2012
Morgan Stanley March 2006 - August 2010
J.P. Morgan October 2002 - March 2006
Barclays July 2000 - October 2002
Credit Suisse September 1996 - July 2000
Standard Chartered Bank February 1994 - September 1996
Education
Harvard Business School
Master of Business Administration (M.B.A.)
University of Oxford
Oxford Executive MBA
Yale University - Yale School of Management
Bachelor's Degree, Faculty of Finance
Rule Financial (Part of the GFT Group) September 2012 - Present
Rule Financial (Part of the GFT Group) September 2012 - Present
Multiplex Consulting August 2010 - September 2012
Morgan Stanley March 2006 - August 2010
J.P. Morgan October 2002 - March 2006
Barclays July 2000 - October 2002
Credit Suisse September 1996 - July 2000
Standard Chartered Bank February 1994 - September 1996
Education
Harvard Business School
Master of Business Administration (M.B.A.)
University of Oxford
Oxford Executive MBA
Yale University - Yale School of Management
Bachelor's Degree, Faculty of Finance
Sara Jaszkowski Gilson's Morgan Stanley Experience June 2011 - July 2013
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
BDT Capital Partners August 2013 - May 2015
Morgan Stanley June 2011 - July 2013
KPMG Brazil June 2010 - August 2010
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, DCF, LBO, Private Equity, Portfolio Management, Deal Execution, Budget Monitoring, Return on Investment, Mandarin, Analysis
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
University of Notre Dame - Mendoza College of Business 2007 — 2011
Bachelor of Business Administration, Magna Cum Laude, Accounting, Mandarin Chinese, International Business, 3.8
East China Normal University, Shanghai, China 2011 — 2011
Business, Language, and Culture Curriculum
BDT Capital Partners August 2013 - May 2015
Morgan Stanley June 2011 - July 2013
KPMG Brazil June 2010 - August 2010
Skills
Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Investment Banking, DCF, LBO, Private Equity, Portfolio Management, Deal Execution, Budget Monitoring, Return on Investment, Mandarin, Analysis
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
University of Notre Dame - Mendoza College of Business 2007 — 2011
Bachelor of Business Administration, Magna Cum Laude, Accounting, Mandarin Chinese, International Business, 3.8
East China Normal University, Shanghai, China 2011 — 2011
Business, Language, and Culture Curriculum
Alexander Zamora's Morgan Stanley Experience July 2009 - March 2011
Job Summer Associate at Advent International
Industry Venture Capital & Private Equity
Experience
Advent International June 2014 - August 2014
Park Square Capital May 2011 - March 2013
Morgan Stanley July 2009 - March 2011
Morgan Stanley June 2008 - August 2008
Deutsche Bank June 2007 - August 2007
Commerzbank AG June 2006 - August 2006
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Maastricht University 2006 — 2009
BSc, Major in Finance, Business Economics
CFA Institute
Passed all three levels of the CFA Program
Advent International June 2014 - August 2014
Park Square Capital May 2011 - March 2013
Morgan Stanley July 2009 - March 2011
Morgan Stanley June 2008 - August 2008
Deutsche Bank June 2007 - August 2007
Commerzbank AG June 2006 - August 2006
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Maastricht University 2006 — 2009
BSc, Major in Finance, Business Economics
CFA Institute
Passed all three levels of the CFA Program
Trish Hanks Trish Hanks's Morgan Stanley Experience 2009 - 2014
Job Senior Investment Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management July 2014 - Present
Morgan Stanley 2009 - 2014
SMITH BARNEY 2006 - 2009
Skills
Risk Management
Education
University of Maryland University College 2008 — 2015
Communication and Media Studies
University of Maryland College Park 1974 — 1975
Textile marketing, Apparel and Textile Marketing Management
Harford Community College 1971 — 1974
Associate's degree, General Studies
RBC Wealth Management July 2014 - Present
Morgan Stanley 2009 - 2014
SMITH BARNEY 2006 - 2009
Skills
Risk Management
Education
University of Maryland University College 2008 — 2015
Communication and Media Studies
University of Maryland College Park 1974 — 1975
Textile marketing, Apparel and Textile Marketing Management
Harford Community College 1971 — 1974
Associate's degree, General Studies
Robert Huntsman, CFA's Morgan Stanley Experience 2011 - Present
Job Vice President at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley 2011 - Present
FTSE 2009 - 2011
Alphacet, Inc. (Saturn Partners) April 2008 - July 2009
The CAPROCK Group February 2007 - April 2008
Axioma, Inc. (Saturn Partners) January 2006 - February 2007
Research Affiliates January 2005 - December 2005
Progressive Insurance 2002 - 2004
DIRECTV Broadband March 2000 - August 2001
Skills
Financial Modeling, Microsoft Excel, Visual Basic, Sales Management, Sales Operations, Risk Management, Asset Allocation, Tactical Asset..., Software Sales, Hedge Funds, Accounting, Quantitative Finance, Statistics, Mathematics, Indexing, Direct Sales, Social Media, SQL, Valuation, DCF Valuation, Fundamental Factor..., Statistical Factor..., Macroeconomic Factor..., Risk Analysis, VBA, R, Performance Attribution, Performance Analysis, Programming, Financial Statement..., Fundamental Analysis, Portfolio Management, Capital Markets, Asset Managment, Start-ups, Equities, Strategy, Derivatives, Alternative Investments, Quantitative Analytics, Bloomberg, Financial Markets, Trading Systems, Market Data, Business Strategy, Investment Management, Options, Asset Management, Fixed Income, Mergers & Acquisitions
Education
Stanford University 1994 — 1998
AB, Economics with Distinction; Phi Beta Kappa
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
MBA, Finance, Accounting and Marketing
Pine View High School 1990 — 1994
Harvard Business School
MBA
Morgan Stanley 2011 - Present
FTSE 2009 - 2011
Alphacet, Inc. (Saturn Partners) April 2008 - July 2009
The CAPROCK Group February 2007 - April 2008
Axioma, Inc. (Saturn Partners) January 2006 - February 2007
Research Affiliates January 2005 - December 2005
Progressive Insurance 2002 - 2004
DIRECTV Broadband March 2000 - August 2001
Skills
Financial Modeling, Microsoft Excel, Visual Basic, Sales Management, Sales Operations, Risk Management, Asset Allocation, Tactical Asset..., Software Sales, Hedge Funds, Accounting, Quantitative Finance, Statistics, Mathematics, Indexing, Direct Sales, Social Media, SQL, Valuation, DCF Valuation, Fundamental Factor..., Statistical Factor..., Macroeconomic Factor..., Risk Analysis, VBA, R, Performance Attribution, Performance Analysis, Programming, Financial Statement..., Fundamental Analysis, Portfolio Management, Capital Markets, Asset Managment, Start-ups, Equities, Strategy, Derivatives, Alternative Investments, Quantitative Analytics, Bloomberg, Financial Markets, Trading Systems, Market Data, Business Strategy, Investment Management, Options, Asset Management, Fixed Income, Mergers & Acquisitions
Education
Stanford University 1994 — 1998
AB, Economics with Distinction; Phi Beta Kappa
University of California, Los Angeles - The Anderson School of Management 2001 — 2003
MBA, Finance, Accounting and Marketing
Pine View High School 1990 — 1994
Harvard Business School
MBA
Jim Underwood Jim Underwood's Morgan Stanley Experience 1995 - 1997
Job Global Head of Entertainment Strategy
Industry Entertainment
Experience
Facebook June 2014 - Present
Sony Pictures Home Entertainment 2012 - 2014
Sony Pictures Entertainment 2010 - 2012
Sony Pictures and Sony Corp of America 2003 - 2009
PTC 2001 - 2003
Internet Capital Group 2000 - 2000
The Parthenon Group 1999 - 2000
Morgan Stanley 1995 - 1997
Skills
Strategic Partnerships, Business Development, Digital Media, Start-ups, New Media, Corporate Development, Digital Distribution, Product Development, Entertainment, Mergers, Global P&L Management, Revenue & Profit Growth, New Business Models, Product Innovation, Public Speaking, Investments, Strategy, Cross Functional Team..., Change Management, Financial Analysis, Market Analysis, Mergers, 4K, Media Relations, P, Mergers & Acquisitions, Digital Strategy, New Technology..., Web Applications
Education
Harvard Business School 1997 — 1999
MBA
University of Illinois at Urbana-Champaign 1991 — 1995
BS, Finance
Facebook June 2014 - Present
Sony Pictures Home Entertainment 2012 - 2014
Sony Pictures Entertainment 2010 - 2012
Sony Pictures and Sony Corp of America 2003 - 2009
PTC 2001 - 2003
Internet Capital Group 2000 - 2000
The Parthenon Group 1999 - 2000
Morgan Stanley 1995 - 1997
Skills
Strategic Partnerships, Business Development, Digital Media, Start-ups, New Media, Corporate Development, Digital Distribution, Product Development, Entertainment, Mergers, Global P&L Management, Revenue & Profit Growth, New Business Models, Product Innovation, Public Speaking, Investments, Strategy, Cross Functional Team..., Change Management, Financial Analysis, Market Analysis, Mergers, 4K, Media Relations, P, Mergers & Acquisitions, Digital Strategy, New Technology..., Web Applications
Education
Harvard Business School 1997 — 1999
MBA
University of Illinois at Urbana-Champaign 1991 — 1995
BS, Finance
Scott Stirton Scott Stirton's Morgan Stanley Experience 1989 - 1991
Job Vice President, Strategy at Bank of Montreal
Industry Financial Services
Experience
Bank of Montreal 2005 - Present
Centrica / Direct Energy 2003 - 2005
Skulogix 2000 - 2002
The Boston Consulting Group 1993 - 2000
Morgan Stanley 1989 - 1991
Education
Harvard Business School 1991 — 1993
Master of Business Administration (M.B.A.)
University of Toronto 1985 — 1989
Bachelor's Degree, Economics
Bank of Montreal 2005 - Present
Centrica / Direct Energy 2003 - 2005
Skulogix 2000 - 2002
The Boston Consulting Group 1993 - 2000
Morgan Stanley 1989 - 1991
Education
Harvard Business School 1991 — 1993
Master of Business Administration (M.B.A.)
University of Toronto 1985 — 1989
Bachelor's Degree, Economics
Rachel Brannan Rachel Brannan's Morgan Stanley Experience 1987 - 1994
Job Experienced Financial and Startup Professional
Industry Investment Management
Experience
Westbrook Partners 1994 - 2004
Morgan Stanley 1987 - 1994
Goldman Sachs 1983 - 1985
Senate and Congressional Internships June 1982 - August 1982
Education
Harvard Business School 1985 — 1987
Master of Business Administration (MBA)
Williams College 1979 — 1983
Bachelor of Arts (B.A.)
New Trier East High School 1975 — 1979
Westbrook Partners 1994 - 2004
Morgan Stanley 1987 - 1994
Goldman Sachs 1983 - 1985
Senate and Congressional Internships June 1982 - August 1982
Education
Harvard Business School 1985 — 1987
Master of Business Administration (MBA)
Williams College 1979 — 1983
Bachelor of Arts (B.A.)
New Trier East High School 1975 — 1979
Lauren Wagner Boyman Lauren Wagner Boyman's Morgan Stanley Experience Head of Digital Strategy - Mobile, Online, & Social MediaMorgan Stanley Smith BarneyMay 2011 - December 2013
Job Head of Marketing Strategy and Chief Operating Officer of Marketing at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Head of Digital Strategy - Mobile, Online, & Social MediaMorgan Stanley Smith BarneyMay 2011 - December 2013
Morgan Stanley Smith Barney December 2009 - May 2011
Morgan Stanley Global Wealth Management May 2008 - December 2009
Colgate Palmolive August 2006 - May 2008
Merrill Lynch Wealth Management 2002 - 2004
McKinsey & Company 2000 - 2002
Skills
Customer Insight, Marketing Strategy, Brand Management, Entrepreneurship, Social Media Marketing, Strategy, Segmentation, Competitive Intelligence, Analytics, Product Management, Business Strategy, Content Marketing, Brand Development, Leadership, Financial Services, Management, Marketing
Education
Harvard Business School 2004 — 2006
MBA, General Management
University of Pennsylvania - The Wharton School 1996 — 2000
BS, Management, Marketing
Morgan Stanley Head of Digital Strategy - Mobile, Online, & Social MediaMorgan Stanley Smith BarneyMay 2011 - December 2013
Morgan Stanley Smith Barney December 2009 - May 2011
Morgan Stanley Global Wealth Management May 2008 - December 2009
Colgate Palmolive August 2006 - May 2008
Merrill Lynch Wealth Management 2002 - 2004
McKinsey & Company 2000 - 2002
Skills
Customer Insight, Marketing Strategy, Brand Management, Entrepreneurship, Social Media Marketing, Strategy, Segmentation, Competitive Intelligence, Analytics, Product Management, Business Strategy, Content Marketing, Brand Development, Leadership, Financial Services, Management, Marketing
Education
Harvard Business School 2004 — 2006
MBA, General Management
University of Pennsylvania - The Wharton School 1996 — 2000
BS, Management, Marketing
Oliver Jay Oliver Jay's Morgan Stanley Experience 2005 - 2007
Job Head of APAC & LATAM at Dropbox
Industry Information Technology and Services
Experience
Dropbox 2014 - Present
Dropbox 2012 - 2014
Scientific Conservation Inc. 2011 - 2012
OPOWER (NYSE: OPWR) 2008 - 2010
New Enterprise Associates 2007 - 2009
Suniva 2007 - 2009
Spring Wireless 2007 - 2009
Morgan Stanley 2005 - 2007
Skills
Start-ups, Strategy, Venture Capital, Strategic Partnerships, SaaS, Business Development, Investments, Financial Modeling, Entrepreneurship, Corporate Development, Due Diligence, CRM, Analytics, Business Strategy, Valuation, Mobile Devices, Competitive Analysis, Mergers, Investment Banking, E-commerce, Energy Efficiency, Private Equity, Energy, Mergers & Acquisitions, Leadership
Education
Harvard Business School
MBA, General Management
University of Pennsylvania
Dropbox 2014 - Present
Dropbox 2012 - 2014
Scientific Conservation Inc. 2011 - 2012
OPOWER (NYSE: OPWR) 2008 - 2010
New Enterprise Associates 2007 - 2009
Suniva 2007 - 2009
Spring Wireless 2007 - 2009
Morgan Stanley 2005 - 2007
Skills
Start-ups, Strategy, Venture Capital, Strategic Partnerships, SaaS, Business Development, Investments, Financial Modeling, Entrepreneurship, Corporate Development, Due Diligence, CRM, Analytics, Business Strategy, Valuation, Mobile Devices, Competitive Analysis, Mergers, Investment Banking, E-commerce, Energy Efficiency, Private Equity, Energy, Mergers & Acquisitions, Leadership
Education
Harvard Business School
MBA, General Management
University of Pennsylvania
Dean Dunbar's Morgan Stanley Experience 1987 - 1988
Job Licensed Real Estate Salesperson at Town Residential
Industry Real Estate
Experience
Town Residential March 2012 - Present
AC Lawrence & Co. May 2011 - March 2012
Bond New York November 2008 - May 2011
GNI Capital, Inc. March 2003 - March 2004
Goldman Sachs 1988 - 1997
Morgan Stanley 1987 - 1988
IBM August 1982 - August 1986
Skills
Corporate Relocation, Condo and Co-op Sales, Luxury Apartment Rentals, Real Estate, Condos, Residential Homes, Luxury, Leases, Investments, Apartments, Sales, Start-ups, Management, Real Estate Transactions, Investment Properties, Relocation, Rentals, Investors, Sellers, Real Estate Development, Property Management, Selling, New Business Development, Buyer Representation, Buyers, First Time Home Buyers, New Home Sales, Relocation Buyers, Single Family Homes, Townhomes
Education
Harvard Business School 1986 — 1988
MBA
Harvard University 1978 — 1982
BA, Government
Bronx High School of Science 1974 — 1978
High School
The New Lincoln School
Town Residential March 2012 - Present
AC Lawrence & Co. May 2011 - March 2012
Bond New York November 2008 - May 2011
GNI Capital, Inc. March 2003 - March 2004
Goldman Sachs 1988 - 1997
Morgan Stanley 1987 - 1988
IBM August 1982 - August 1986
Skills
Corporate Relocation, Condo and Co-op Sales, Luxury Apartment Rentals, Real Estate, Condos, Residential Homes, Luxury, Leases, Investments, Apartments, Sales, Start-ups, Management, Real Estate Transactions, Investment Properties, Relocation, Rentals, Investors, Sellers, Real Estate Development, Property Management, Selling, New Business Development, Buyer Representation, Buyers, First Time Home Buyers, New Home Sales, Relocation Buyers, Single Family Homes, Townhomes
Education
Harvard Business School 1986 — 1988
MBA
Harvard University 1978 — 1982
BA, Government
Bronx High School of Science 1974 — 1978
High School
The New Lincoln School
Jordan Levine's Morgan Stanley Experience March 2012 - July 2013
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
Tesla Motors July 2013 - June 2015
Morgan Stanley March 2012 - July 2013
Nomura July 2011 - March 2012
Gilder Gagnon Howe June 2010 - August 2010
Squier Knapp Dunn May 2009 - August 2009
Skills
Investment Banking, Mergers, Leveraged Finance, Financial Modeling, Mergers & Acquisitions, Entrepreneurship, LBO, Relationship Management, Leadership
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
University of Pennsylvania 2007 — 2011
BA, Political Science
Horace Mann School 2000 — 2007
Tesla Motors July 2013 - June 2015
Morgan Stanley March 2012 - July 2013
Nomura July 2011 - March 2012
Gilder Gagnon Howe June 2010 - August 2010
Squier Knapp Dunn May 2009 - August 2009
Skills
Investment Banking, Mergers, Leveraged Finance, Financial Modeling, Mergers & Acquisitions, Entrepreneurship, LBO, Relationship Management, Leadership
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
University of Pennsylvania 2007 — 2011
BA, Political Science
Horace Mann School 2000 — 2007
Joseph Santimays's Morgan Stanley Experience June 2014 - Present
Job Morgan Stanley Derivatives Operations
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley May 2013 - June 2014
Dulaney Title & Escrow, LLC May 2012 - November 2012
Atradius Trade Credit Insurance July 2011 - September 2012
Towson University September 2009 - March 2011
Skills
Microsoft Office, Investments, Media Relations, Sports, Microsoft Excel, Insurance, Financial Analysis, PowerPoint, Access, Analysis, Budgets, Customer Service, Leadership, Management, Microsoft Word, Research, Social Media, Risk Management, Data Analysis, Financial Planning, Financial Modeling, Strategic Planning
Education
Towson University 2009 — 2011
o B.S. Degree, Finance
Harford Community College 2007 — 2009
Bachelor of Science (BS), Finance
Morgan Stanley June 2014 - Present
Morgan Stanley May 2013 - June 2014
Dulaney Title & Escrow, LLC May 2012 - November 2012
Atradius Trade Credit Insurance July 2011 - September 2012
Towson University September 2009 - March 2011
Skills
Microsoft Office, Investments, Media Relations, Sports, Microsoft Excel, Insurance, Financial Analysis, PowerPoint, Access, Analysis, Budgets, Customer Service, Leadership, Management, Microsoft Word, Research, Social Media, Risk Management, Data Analysis, Financial Planning, Financial Modeling, Strategic Planning
Education
Towson University 2009 — 2011
o B.S. Degree, Finance
Harford Community College 2007 — 2009
Bachelor of Science (BS), Finance
Richard Qian Richard Qian's Morgan Stanley Experience June 2010 - July 2013
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Harvard Business School August 2015 - Present
H.I.G. Capital August 2013 - June 2015
Morgan Stanley June 2010 - July 2013
Morgan Stanley June 2009 - August 2009
Stonehenge Partners May 2008 - August 2008
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, DCF, Capital IQ, Bloomberg, Industry Research, LBO, Due Diligence, Financial Analysis, Airlines, Aircraft Leasing, Factset, Industrials
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 2006 — 2010
B.A. Comprehensive Honors
University of Oxford 2008 — 2008
Brookfield Central High School 2002 — 2006
Harvard Business School August 2015 - Present
H.I.G. Capital August 2013 - June 2015
Morgan Stanley June 2010 - July 2013
Morgan Stanley June 2009 - August 2009
Stonehenge Partners May 2008 - August 2008
Skills
Investment Banking, Private Equity, Valuation, Financial Modeling, DCF, Capital IQ, Bloomberg, Industry Research, LBO, Due Diligence, Financial Analysis, Airlines, Aircraft Leasing, Factset, Industrials
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Wisconsin-Madison 2006 — 2010
B.A. Comprehensive Honors
University of Oxford 2008 — 2008
Brookfield Central High School 2002 — 2006
Edward Joback's Morgan Stanley Experience 2013 - 2013
Job Director Shared Services Cost Management at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2014 - Present
Morgan Stanley 2013 - 2013
American International Group 2011 - 2012
American International Group 2010 - 2011
American International Group 2009 - 2010
American International Group 2007 - 2009
Citigroup 2004 - 2006
Skills
Insurance, Financial Analysis, Risk Management, Financial Modeling, Investments, Financial Risk, Financial Reporting, Strategic Financial..., Due Diligence, Internal Controls, Business Planning, Banking, Forecasting, Management, Finance, Analysis, Change Management, Portfolio Management, Outsourcing, Restructuring, Strategic Planning
Education
Harvard Business School
MBA
Seton Hall University
BS, Accounting and Economics
Credit Suisse 2014 - Present
Morgan Stanley 2013 - 2013
American International Group 2011 - 2012
American International Group 2010 - 2011
American International Group 2009 - 2010
American International Group 2007 - 2009
Citigroup 2004 - 2006
Skills
Insurance, Financial Analysis, Risk Management, Financial Modeling, Investments, Financial Risk, Financial Reporting, Strategic Financial..., Due Diligence, Internal Controls, Business Planning, Banking, Forecasting, Management, Finance, Analysis, Change Management, Portfolio Management, Outsourcing, Restructuring, Strategic Planning
Education
Harvard Business School
MBA
Seton Hall University
BS, Accounting and Economics
Ethel Chen Ethel Chen's Morgan Stanley Experience 2002 - 2004
Job Venture Capital at Norwest Venture Partners
Industry Venture Capital & Private Equity
Experience
Norwest Venture Partners 2011 - Present
Norwest Venture Partners 2008 - 2011
Index Ventures 2007 - 2007
Clayton Dubilier & Rice 2004 - 2006
Morgan Stanley 2002 - 2004
IBM 2000 - 2000
Netscape 1999 - 1999
Skills
Venture Capital, Private Equity, Financial Modeling, Entrepreneurship, Product Management, Corporate Finance, Start-ups, Investment Banking, Business Development, Due Diligence, SaaS, Mobile Devices, Product Marketing, Business Strategy, Investments, Analytics, Strategy, Strategic Partnerships, Corporate Development, Mergers & Acquisitions, Cloud Computing, Go-to-market Strategy
Education
Harvard Business School
MBA
Stanford University
BS, Computer Science
Stanford University
MS, Management Science
Norwest Venture Partners 2011 - Present
Norwest Venture Partners 2008 - 2011
Index Ventures 2007 - 2007
Clayton Dubilier & Rice 2004 - 2006
Morgan Stanley 2002 - 2004
IBM 2000 - 2000
Netscape 1999 - 1999
Skills
Venture Capital, Private Equity, Financial Modeling, Entrepreneurship, Product Management, Corporate Finance, Start-ups, Investment Banking, Business Development, Due Diligence, SaaS, Mobile Devices, Product Marketing, Business Strategy, Investments, Analytics, Strategy, Strategic Partnerships, Corporate Development, Mergers & Acquisitions, Cloud Computing, Go-to-market Strategy
Education
Harvard Business School
MBA
Stanford University
BS, Computer Science
Stanford University
MS, Management Science
Kerry Pike Kerry Pike's Morgan Stanley Experience 2005 - 2008
Job
Industry Financial Services
Experience
CP Associates August 2010 - Present
Parakletos Capital 2008 - 2010
Morgan Stanley 2005 - 2008
Polaris Publishing 2000 - 2005
Ameriprise Financial Services, Inc. 1996 - 2000
Orion Instruments 1994 - 1996
Sterling Executive Homes 1987 - 1994
Skills
Marketing, Executive Management, Business Development, Wealth Management, Finance, Mergers, Strategy, Financial Modeling, Business Strategy, Entrepreneurship, Investments, Strategic Partnerships, Strategic Planning, Mergers & Acquisitions, Asset Managment, Small Business, Investment Strategies, Start-ups, Management, Venture Capital, Cash Management, Sales, Management Consulting, Networking, Leadership, Asset Management
Education
Harvard Business School 1975 — 1977
MBA
Oakland University 1968 — 1974
MSEE
Oakland University 1965 — 1968
BSEE
CP Associates August 2010 - Present
Parakletos Capital 2008 - 2010
Morgan Stanley 2005 - 2008
Polaris Publishing 2000 - 2005
Ameriprise Financial Services, Inc. 1996 - 2000
Orion Instruments 1994 - 1996
Sterling Executive Homes 1987 - 1994
Skills
Marketing, Executive Management, Business Development, Wealth Management, Finance, Mergers, Strategy, Financial Modeling, Business Strategy, Entrepreneurship, Investments, Strategic Partnerships, Strategic Planning, Mergers & Acquisitions, Asset Managment, Small Business, Investment Strategies, Start-ups, Management, Venture Capital, Cash Management, Sales, Management Consulting, Networking, Leadership, Asset Management
Education
Harvard Business School 1975 — 1977
MBA
Oakland University 1968 — 1974
MSEE
Oakland University 1965 — 1968
BSEE
Jason Prevette Jason Prevette's Morgan Stanley Experience June 2005 - May 2006
Job Senior Underwriter at Atradius Credit Insurance
Industry Insurance
Experience
Atradius Credit Insurance May 2006 - Present
Morgan Stanley June 2005 - May 2006
Skills
Underwriting, Financial Risk, Insurance, Risk Management, Financial Analysis, Credit Risk, Credit Analysis, Brokers, Credit, Portfolio Management, Banking, Finance, Commercial Insurance, Reinsurance, Health Insurance, Property & Casualty..., Claim, General Insurance
Education
Loyola University Maryland 2007 — 2010
Master of Science - Business Administration (MBA), Management
Towson University 2003 — 2005
Bachelor of Science - Business Administration, Finance
Harford Community College 2000 — 2002
Associate of Science, Business Administration
Atradius Credit Insurance May 2006 - Present
Morgan Stanley June 2005 - May 2006
Skills
Underwriting, Financial Risk, Insurance, Risk Management, Financial Analysis, Credit Risk, Credit Analysis, Brokers, Credit, Portfolio Management, Banking, Finance, Commercial Insurance, Reinsurance, Health Insurance, Property & Casualty..., Claim, General Insurance
Education
Loyola University Maryland 2007 — 2010
Master of Science - Business Administration (MBA), Management
Towson University 2003 — 2005
Bachelor of Science - Business Administration, Finance
Harford Community College 2000 — 2002
Associate of Science, Business Administration
Lisa Chen's Morgan Stanley Experience 1993 - 1994
Job eCommerce & Marketing | Consumer Goods
Industry Consumer Goods
Experience
Kestrel Corporate Advisors, Inc. May 2013 - Present
Berkshire Hathaway, See's Candies, Inc. 2012 - 2013
simplehuman 2009 - 2012
Ticketmaster 2006 - 2009
WeddingChannel 2005 - 2006
Estee Lauder Co. 2001 - 2005
iVillage 1998 - 2001
Deutsche Bank 1994 - 1996
Morgan Stanley 1993 - 1994
Skills
E-commerce, Digital Marketing, Email Marketing, Integrated Marketing, Digital Strategy, Strategic Partnerships, Online Marketing, Product Management, Strategic Planning, SEO, Online Advertising, New Business Development, Strategy, PPC, Mobile Devices, User Experience, Digital Media, Start-ups, Marketing, Sales, Analytics, Mobile, Marketing Strategy, Management, Advertising, Social Media
Education
Harvard Business School 1996 — 1998
University of Pennsylvania - The Wharton School 1989 — 1993
BSE
Kestrel Corporate Advisors, Inc. May 2013 - Present
Berkshire Hathaway, See's Candies, Inc. 2012 - 2013
simplehuman 2009 - 2012
Ticketmaster 2006 - 2009
WeddingChannel 2005 - 2006
Estee Lauder Co. 2001 - 2005
iVillage 1998 - 2001
Deutsche Bank 1994 - 1996
Morgan Stanley 1993 - 1994
Skills
E-commerce, Digital Marketing, Email Marketing, Integrated Marketing, Digital Strategy, Strategic Partnerships, Online Marketing, Product Management, Strategic Planning, SEO, Online Advertising, New Business Development, Strategy, PPC, Mobile Devices, User Experience, Digital Media, Start-ups, Marketing, Sales, Analytics, Mobile, Marketing Strategy, Management, Advertising, Social Media
Education
Harvard Business School 1996 — 1998
University of Pennsylvania - The Wharton School 1989 — 1993
BSE
Lorna Street, CPA's Morgan Stanley Experience July 2000 - July 2003
Job Chief Financial Officer at Kids II
Industry Consumer Goods
Experience
Kids II September 2014 - Present
Harland Clarke September 2012 - September 2014
The Intersect Group September 2011 - August 2012
Control Solutions International (Altran Group) August 2003 - July 2008
Morgan Stanley July 2000 - July 2003
Nestle April 1995 - June 1999
PriceWaterhouseCoopers April 1994 - March 1995
Skills
Controlling, International Operations, Business Strategy, Financial Management, Financial Accounting, Cost Accounting, Cost Reduction, Retail Industry, Consumer Products..., food & beverage industry, Shared Services, Oracle Financials, sap, IFRS, US GAAP, Enterprise Risk..., Apparel, Food Industry, Multi-channel Retail, Retail, Consumer Products, Managerial Finance, SAP, Internal Controls, Mergers & Acquisitions, Finance, Financial Reporting, Risk Management, Auditing, Corporate Finance, Due Diligence, Forecasting, Internal Audit, Management, Strategy
Education
Harvard Business School 1999 — 2001
MBA
University of Geneva, Switzerland 1990 — 1994
BA, Economics
Kids II September 2014 - Present
Harland Clarke September 2012 - September 2014
The Intersect Group September 2011 - August 2012
Control Solutions International (Altran Group) August 2003 - July 2008
Morgan Stanley July 2000 - July 2003
Nestle April 1995 - June 1999
PriceWaterhouseCoopers April 1994 - March 1995
Skills
Controlling, International Operations, Business Strategy, Financial Management, Financial Accounting, Cost Accounting, Cost Reduction, Retail Industry, Consumer Products..., food & beverage industry, Shared Services, Oracle Financials, sap, IFRS, US GAAP, Enterprise Risk..., Apparel, Food Industry, Multi-channel Retail, Retail, Consumer Products, Managerial Finance, SAP, Internal Controls, Mergers & Acquisitions, Finance, Financial Reporting, Risk Management, Auditing, Corporate Finance, Due Diligence, Forecasting, Internal Audit, Management, Strategy
Education
Harvard Business School 1999 — 2001
MBA
University of Geneva, Switzerland 1990 — 1994
BA, Economics
Vijay Krish's Morgan Stanley Experience 1995 - 1996
Job IoT (Internet of Things) Global Strategy, GTM & Operations
Industry Internet
Experience
Cisco Systems 2008 - Present
Cisco Systems 2006 - 2008
Oracle/PeopleSoft 2004 - 2005
Excite@Home 1999 - 2002
McKinsey & Company 1996 - 1999
National Cricket League (IPL precursor) 1995 - 1997
Morgan Stanley 1995 - 1996
Jet Propulsion Laboratory, NASA 1993 - 1994
Skills
GTM, Strategy, Sales Operations
Education
Harvard Business School
MBA
Massachusetts Institute of Technology
Master's Degree, Astrodynamics - Applied Software
Massachusetts Institute of Technology
Bachelor's Degree, Mechanical Engineering
Cisco Systems 2008 - Present
Cisco Systems 2006 - 2008
Oracle/PeopleSoft 2004 - 2005
Excite@Home 1999 - 2002
McKinsey & Company 1996 - 1999
National Cricket League (IPL precursor) 1995 - 1997
Morgan Stanley 1995 - 1996
Jet Propulsion Laboratory, NASA 1993 - 1994
Skills
GTM, Strategy, Sales Operations
Education
Harvard Business School
MBA
Massachusetts Institute of Technology
Master's Degree, Astrodynamics - Applied Software
Massachusetts Institute of Technology
Bachelor's Degree, Mechanical Engineering
Elizabeth Beezer Clarkson's Morgan Stanley Experience 1994 - 1996
Job Managing Director at Sapphire Ventures
Industry Venture Capital & Private Equity
Experience
Sapphire Ventures, LLC. June 2012 - Present
InVenture 2010 - Present
Wesleyan University August 2011 - July 2014
Draper Fisher Jurvetson 2007 - May 2012
Alonzo King's LINES Ballet January 2006 - October 2011
Omidyar Network September 2005 - May 2007
Hewlett Packard June 2001 - August 2005
LC39 VC 2000 - 2001
Towers Perrin 1996 - 1998
Morgan Stanley 1994 - 1996
Skills
Strategic Planning, Global Business..., Funding, Strategy, Strategic Alliances, Venture Capital, Entrepreneurship, Business Development, Management, Due Diligence, Business Strategy, Leadership, Finance, Executive Management, Financial Analysis, Valuation, Start-ups, Emerging Markets, Mobile Devices, Investments, Product Management, Analytics, Strategic Partnerships, Analysis, Contract Negotiation, Marketing Strategy, Equities, Investment Banking, Mergers & Acquisitions, Corporate Development, Portfolio Management, Private Equity, Financial Services, Management Consulting
Education
Harvard Business School 1998 — 2000
MBA
Wellesley High School
Wesleyan University
BA, Gov't Major, Int'l Relations Certificate
Sapphire Ventures, LLC. June 2012 - Present
InVenture 2010 - Present
Wesleyan University August 2011 - July 2014
Draper Fisher Jurvetson 2007 - May 2012
Alonzo King's LINES Ballet January 2006 - October 2011
Omidyar Network September 2005 - May 2007
Hewlett Packard June 2001 - August 2005
LC39 VC 2000 - 2001
Towers Perrin 1996 - 1998
Morgan Stanley 1994 - 1996
Skills
Strategic Planning, Global Business..., Funding, Strategy, Strategic Alliances, Venture Capital, Entrepreneurship, Business Development, Management, Due Diligence, Business Strategy, Leadership, Finance, Executive Management, Financial Analysis, Valuation, Start-ups, Emerging Markets, Mobile Devices, Investments, Product Management, Analytics, Strategic Partnerships, Analysis, Contract Negotiation, Marketing Strategy, Equities, Investment Banking, Mergers & Acquisitions, Corporate Development, Portfolio Management, Private Equity, Financial Services, Management Consulting
Education
Harvard Business School 1998 — 2000
MBA
Wellesley High School
Wesleyan University
BA, Gov't Major, Int'l Relations Certificate
Tyson Clark's Morgan Stanley Experience August 2009 - September 2012
Job Partner at Google Ventures
Industry Venture Capital & Private Equity
Experience
Google Ventures August 2015 - Present
Andreessen Horowitz March 2015 - August 2015
Oracle October 2012 - March 2015
Morgan Stanley August 2009 - September 2012
US Navy January 2001 - June 2007
McKinsey & Co May 2000 - September 2000
Goldman Sachs May 1999 - September 1999
Skills
Corporate Finance, Nuclear Engineering, Military Experience, Navy, Financial Modeling, Program Management, Military, Security Clearance, Government, Mergers, DoD
Education
Harvard Business School 2007 — 2009
MBA, General Management
Naval Nuclear Power School 2001 — 2002
Nuclear/Nuclear Power Technology/Technician
Stanford University 1997 — 2001
B.S., Industrial Engineering
Google Ventures August 2015 - Present
Andreessen Horowitz March 2015 - August 2015
Oracle October 2012 - March 2015
Morgan Stanley August 2009 - September 2012
US Navy January 2001 - June 2007
McKinsey & Co May 2000 - September 2000
Goldman Sachs May 1999 - September 1999
Skills
Corporate Finance, Nuclear Engineering, Military Experience, Navy, Financial Modeling, Program Management, Military, Security Clearance, Government, Mergers, DoD
Education
Harvard Business School 2007 — 2009
MBA, General Management
Naval Nuclear Power School 2001 — 2002
Nuclear/Nuclear Power Technology/Technician
Stanford University 1997 — 2001
B.S., Industrial Engineering
Michael Vaupen's Morgan Stanley Experience July 2006 - September 2008
Job Vice President at Pamplona Capital Management
Industry Venture Capital & Private Equity
Experience
athenahealth May 2013 - August 2013
Oak Hill Capital Partners January 2009 - July 2012
Morgan Stanley July 2006 - September 2008
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School
B.S.E.
athenahealth May 2013 - August 2013
Oak Hill Capital Partners January 2009 - July 2012
Morgan Stanley July 2006 - September 2008
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
University of Pennsylvania - The Wharton School
B.S.E.
Tim Liu's Morgan Stanley Experience July 2000 - January 2002
Job
Industry Venture Capital & Private Equity
Experience
CenterGate Capital January 2015 - Present
Platinum Equity June 2010 - January 2015
Brentwood Associates November 2008 - March 2010
H.I.G. Capital September 2007 - September 2008
H.I.G. Capital June 2002 - June 2005
Morgan Stanley July 2000 - January 2002
Skills
LBO, Investment Banking, Financial Modeling, Mergers & Acquisitions, Private Equity, Due Diligence, Valuation, Corporate Finance, Venture Capital, Corporate Development
Education
Harvard Business School 2005 — 2007
MBA
University of Pennsylvania - The Wharton School 1996 — 2000
B.S. Economics
CenterGate Capital January 2015 - Present
Platinum Equity June 2010 - January 2015
Brentwood Associates November 2008 - March 2010
H.I.G. Capital September 2007 - September 2008
H.I.G. Capital June 2002 - June 2005
Morgan Stanley July 2000 - January 2002
Skills
LBO, Investment Banking, Financial Modeling, Mergers & Acquisitions, Private Equity, Due Diligence, Valuation, Corporate Finance, Venture Capital, Corporate Development
Education
Harvard Business School 2005 — 2007
MBA
University of Pennsylvania - The Wharton School 1996 — 2000
B.S. Economics
Alex Mason's Morgan Stanley Experience 2001 - 2003
Job Managing Director Carrick Capital Partners
Industry Venture Capital & Private Equity
Experience
Carrick Capital Partners August 2012 - Present
Accel-KKR August 2009 - August 2012
Paine & Partners June 2008 - August 2008
Technology Crossover Ventures August 2003 - July 2007
Morgan Stanley 2001 - 2003
US Bancorp Piper Jaffray 2000 - 2001
Skills
Private Equity, Venture Capital, Investments
Education
Harvard Business School
MBA
University of Oxford
Certificate
University of Washington
Capital High School
Carrick Capital Partners August 2012 - Present
Accel-KKR August 2009 - August 2012
Paine & Partners June 2008 - August 2008
Technology Crossover Ventures August 2003 - July 2007
Morgan Stanley 2001 - 2003
US Bancorp Piper Jaffray 2000 - 2001
Skills
Private Equity, Venture Capital, Investments
Education
Harvard Business School
MBA
University of Oxford
Certificate
University of Washington
Capital High School
Norb Vonnegut's Morgan Stanley Experience 1996 - 2006
Job Author, WSJ Columnist, Founder of Algonquin Redux
Industry Writing and Editing
Experience
Norb Vonnegut LLC January 2009 - Present
Silvercrest May 2006 - January 2009
Morgan Stanley 1996 - 2006
JPMorgan Chase 1980 - 1984
Skills
Fiction Writing, Non-fiction Writer, Wealth Management, Alternative Investments, Hedge Funds, Investments, Asset Managment, Asset Management, Fundraising, Storytelling, Asset Allocation, Mergers & Acquisitions, Private Equity, Equities, Start-ups, Entrepreneurship, Books, Portfolio Management, Financial Advisory, Mutual Funds, Publications, Publishing, Fiction, Creative Writing, Novels, Content Development, Web Content, Published Author, Copy Editing, Book Reviews, Non-fiction, Ghostwriting, Editorial, Ebooks, Journalism, Memoir, Freelance Writing, Content Strategy, Copywriting, Blogging, Newsletters, Magazine Articles, Creative Non-fiction, Press Releases, Short Stories, Client Development, Manage Client..., Research, Investment Management
Education
Harvard Business School 1984 — 1986
MBA, General Management Curriculum
Harvard University 1976 — 1980
A.B., American History
The Phillips Exeter Academy 1974 — 1976
High School
Bishop England 1972 — 1974
Norb Vonnegut LLC January 2009 - Present
Silvercrest May 2006 - January 2009
Morgan Stanley 1996 - 2006
JPMorgan Chase 1980 - 1984
Skills
Fiction Writing, Non-fiction Writer, Wealth Management, Alternative Investments, Hedge Funds, Investments, Asset Managment, Asset Management, Fundraising, Storytelling, Asset Allocation, Mergers & Acquisitions, Private Equity, Equities, Start-ups, Entrepreneurship, Books, Portfolio Management, Financial Advisory, Mutual Funds, Publications, Publishing, Fiction, Creative Writing, Novels, Content Development, Web Content, Published Author, Copy Editing, Book Reviews, Non-fiction, Ghostwriting, Editorial, Ebooks, Journalism, Memoir, Freelance Writing, Content Strategy, Copywriting, Blogging, Newsletters, Magazine Articles, Creative Non-fiction, Press Releases, Short Stories, Client Development, Manage Client..., Research, Investment Management
Education
Harvard Business School 1984 — 1986
MBA, General Management Curriculum
Harvard University 1976 — 1980
A.B., American History
The Phillips Exeter Academy 1974 — 1976
High School
Bishop England 1972 — 1974
Adrianna Ma's Morgan Stanley Experience July 2000 - July 2005
Job Investor
Industry Investment Management
Experience
Fremont Group May 2015 - Present
General Atlantic July 2005 - April 2015
Morgan Stanley July 2000 - July 2005
Hewlett-Packard July 1996 - July 1998
Education
Harvard Business School 1998 — 2000
Master of Business Administration (MBA)
Massachusetts Institute of Technology 1991 — 1996
B.S. and M.Eng., Electrical Engineering and Computer Science
Fremont Group May 2015 - Present
General Atlantic July 2005 - April 2015
Morgan Stanley July 2000 - July 2005
Hewlett-Packard July 1996 - July 1998
Education
Harvard Business School 1998 — 2000
Master of Business Administration (MBA)
Massachusetts Institute of Technology 1991 — 1996
B.S. and M.Eng., Electrical Engineering and Computer Science
Alex Cobb's Morgan Stanley Experience November 1996 - July 1998
Job Director of Investments at Battery Global Advisors
Industry Financial Services
Experience
Battery Global Advisors September 2012 - Present
IWP Wealth September 2009 - August 2012
FMR - Fidelity Investments January 2006 - January 2009
TUDOR INVESTMENT CORPORATION May 2000 - November 2005
Morgan Stanley November 1996 - July 1998
JP Morgan June 1995 - November 1996
Camp Agawam June 1990 - August 1992
Skills
Investments, Asset Managment, Portfolio Management, Asset Allocation, Investment Strategies, Hedge Funds, Equity Research, Alternative Investments, Financial Modeling, Capital Markets, Trading, Valuation, Bloomberg, Equities, Fixed Income, High Yield, Investment Banking, Venture Capital, Private Equity, Emerging Markets
Education
Harvard Business School 1999 — 2000
MBA, Business
Middlebury College 1991 — 1995
Bachelor of Arts, Economics
Weston Public Schools 1977 — 1991
National Outdoor Leadership School 1989 — 1989
Battery Global Advisors September 2012 - Present
IWP Wealth September 2009 - August 2012
FMR - Fidelity Investments January 2006 - January 2009
TUDOR INVESTMENT CORPORATION May 2000 - November 2005
Morgan Stanley November 1996 - July 1998
JP Morgan June 1995 - November 1996
Camp Agawam June 1990 - August 1992
Skills
Investments, Asset Managment, Portfolio Management, Asset Allocation, Investment Strategies, Hedge Funds, Equity Research, Alternative Investments, Financial Modeling, Capital Markets, Trading, Valuation, Bloomberg, Equities, Fixed Income, High Yield, Investment Banking, Venture Capital, Private Equity, Emerging Markets
Education
Harvard Business School 1999 — 2000
MBA, Business
Middlebury College 1991 — 1995
Bachelor of Arts, Economics
Weston Public Schools 1977 — 1991
National Outdoor Leadership School 1989 — 1989
LF Burtschy's Morgan Stanley Experience June 1989 - June 1991
Job President at L.R. Burtschy & Company
Industry Investment Management
Experience
LR Burtschy & Company June 1993 - Present
Morgan Stanley June 1989 - June 1991
Skills
Special Situations, Investments, Portfolio Management, Asset Managment, Private Equity, Corporate Finance, Asset Management, Valuation
Education
Harvard Business School 1991 — 1993
Master of Business Administration (MBA)
Yale University 1985 — 1989
BA, Economics
The Taft School 1981 — 1985
diploma
LR Burtschy & Company June 1993 - Present
Morgan Stanley June 1989 - June 1991
Skills
Special Situations, Investments, Portfolio Management, Asset Managment, Private Equity, Corporate Finance, Asset Management, Valuation
Education
Harvard Business School 1991 — 1993
Master of Business Administration (MBA)
Yale University 1985 — 1989
BA, Economics
The Taft School 1981 — 1985
diploma
Lee Rawlings's Morgan Stanley Experience 2004 - 2009
Job Cofounder at a stealth startup
Industry Health, Wellness and Fitness
Experience
Strider Global LLC 2009 - 2011
Morgan Stanley 2004 - 2009
Credit Suisse 2001 - 2002
Verizon 1997 - 1999
US Army 1994 - 1997
Skills
Business Development, Strategic Planning, Cleantech, Corporate Finance, Fitness, Entrepreneurship, Business Planning, Start-ups, Due Diligence, Mergers & Acquisitions
Education
Harvard Business School
MBA
United States Military Academy at West Point
BS, Mechanical Engineering
Strider Global LLC 2009 - 2011
Morgan Stanley 2004 - 2009
Credit Suisse 2001 - 2002
Verizon 1997 - 1999
US Army 1994 - 1997
Skills
Business Development, Strategic Planning, Cleantech, Corporate Finance, Fitness, Entrepreneurship, Business Planning, Start-ups, Due Diligence, Mergers & Acquisitions
Education
Harvard Business School
MBA
United States Military Academy at West Point
BS, Mechanical Engineering
Onur Goker, CFA's Morgan Stanley Experience 2000 - 2001
Job Executive Director, Private Equity
Industry Financial Services
Experience
IFC Asset Management Company 2013 - Present
Swicorp 2012 - 2014
Deutsche Bank 2004 - 2011
Lehman Brothers 2003 - 2003
Morgan Stanley 2000 - 2001
Credit Suisse 1997 - 2000
Skills
Private Equity, Project Finance, Origination, CDS, Mining, Oil, Renewable Energy, Manufacturing, Telecommunications, Debt, Structuring, Mezzanine, Swaps, ISDA, Asset Based Lending, Supply Chain, Aircraft, Credit, Structured Finance, Fixed Income, Derivatives, Energy, Capital Markets, Corporate Finance, CDO, LBO, Leveraged Finance, Options, High Yield, Securitization, Investment Banking, Private Placements, Factoring, Investments, Credit Derivatives, Bonds, Buyouts, Recapitalizations, Interest Rate Swaps, Valuation, Emerging Markets, Credit Analysis, Special Situations, Principal Investing, Trading, Credit Risk, Deal Structuring, Structured Products, Hedging, Financial Modeling
Education
Harvard Business School 2002 — 2004
M.B.A., VC/PE, Finance
Princeton University 1993 — 1997
B.S.E., Electrical Engineering with certificates in Engineering & Management Systems and Germanic Languages
Robert Koleji 1986 — 1993
High School
IFC Asset Management Company 2013 - Present
Swicorp 2012 - 2014
Deutsche Bank 2004 - 2011
Lehman Brothers 2003 - 2003
Morgan Stanley 2000 - 2001
Credit Suisse 1997 - 2000
Skills
Private Equity, Project Finance, Origination, CDS, Mining, Oil, Renewable Energy, Manufacturing, Telecommunications, Debt, Structuring, Mezzanine, Swaps, ISDA, Asset Based Lending, Supply Chain, Aircraft, Credit, Structured Finance, Fixed Income, Derivatives, Energy, Capital Markets, Corporate Finance, CDO, LBO, Leveraged Finance, Options, High Yield, Securitization, Investment Banking, Private Placements, Factoring, Investments, Credit Derivatives, Bonds, Buyouts, Recapitalizations, Interest Rate Swaps, Valuation, Emerging Markets, Credit Analysis, Special Situations, Principal Investing, Trading, Credit Risk, Deal Structuring, Structured Products, Hedging, Financial Modeling
Education
Harvard Business School 2002 — 2004
M.B.A., VC/PE, Finance
Princeton University 1993 — 1997
B.S.E., Electrical Engineering with certificates in Engineering & Management Systems and Germanic Languages
Robert Koleji 1986 — 1993
High School
Jason Ng's Morgan Stanley Experience June 2012 - August 2012
Job Equity Research Associate at Fred Alger Management
Industry Financial Services
Experience
Fred Alger Management July 2013 - Present
Harvard Business School August 2011 - May 2013
Morgan Stanley June 2012 - August 2012
Exxon Mobil August 2009 - August 2011
Protiviti May 2008 - December 2008
Movado Group, Inc. September 2007 - May 2008
UPS May 2006 - August 2006
Skills
Financial Modeling, Project Management, Data Analysis, Management Consulting, Strategy, Business Strategy, Cross-functional Team..., Product Management, Entrepreneurship, Due Diligence, Product Development, Operations Management, Financial Analysis, Strategic Planning, Competitive Analysis, Six Sigma, Business Analysis, Microsoft Excel, MS Project, Valuation, Project Planning, Business Development
Education
Harvard Business School 2011 — 2013
MBA
Stevens Institute of Technology 2004 — 2009
BE, Mechanical Engineering, graduated with honors
Stevens Institute of Technology 2004 — 2009
ME, Engineering Management
The University of Hong Kong 2007 — 2007
Fred Alger Management July 2013 - Present
Harvard Business School August 2011 - May 2013
Morgan Stanley June 2012 - August 2012
Exxon Mobil August 2009 - August 2011
Protiviti May 2008 - December 2008
Movado Group, Inc. September 2007 - May 2008
UPS May 2006 - August 2006
Skills
Financial Modeling, Project Management, Data Analysis, Management Consulting, Strategy, Business Strategy, Cross-functional Team..., Product Management, Entrepreneurship, Due Diligence, Product Development, Operations Management, Financial Analysis, Strategic Planning, Competitive Analysis, Six Sigma, Business Analysis, Microsoft Excel, MS Project, Valuation, Project Planning, Business Development
Education
Harvard Business School 2011 — 2013
MBA
Stevens Institute of Technology 2004 — 2009
BE, Mechanical Engineering, graduated with honors
Stevens Institute of Technology 2004 — 2009
ME, Engineering Management
The University of Hong Kong 2007 — 2007
Christopher Lawler's Morgan Stanley Experience July 2007 - August 2009
Job Vice President at Golden Gate Capital
Industry Venture Capital & Private Equity
Experience
Golden Gate Capital August 2009 - Present
Golden Gate Capital August 2009 - August 2011
Morgan Stanley July 2007 - August 2009
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Yale University
Golden Gate Capital August 2009 - Present
Golden Gate Capital August 2009 - August 2011
Morgan Stanley July 2007 - August 2009
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Yale University
Brian Silvestri's Morgan Stanley Experience May 2011 - September 2012
Job Senior Consultant Chief of Staff at Booz Allen Hamilton
Industry Financial Services
Experience
Booz Allen Hamilton December 2014 - Present
Booz Allen Hamilton September 2012 - December 2014
Morgan Stanley May 2011 - September 2012
Morgan Stanley December 2009 - May 2011
Morgan Stanley December 2007 - December 2009
Morgan Stanley June 2005 - December 2007
Skills
Fixed Income, Risk Management, Derivatives, Project Management, Financial Analysis, Finance, Integration, Process Improvement, Management, Team Leadership, Microsoft Office, Analytics, Financial Risk, Equities, Leadership, Strategy, Program Management, Analysis
Education
Loyola College in Maryland 2006 — 2008
MBA, Finance, 3.5
University of Maryland College Park 2003 — 2005
BS, Finance and International Business, 3.25
Harford Community College 2001 — 2003
Associate of Arts (A.A.), General Studies, 3.7
Booz Allen Hamilton December 2014 - Present
Booz Allen Hamilton September 2012 - December 2014
Morgan Stanley May 2011 - September 2012
Morgan Stanley December 2009 - May 2011
Morgan Stanley December 2007 - December 2009
Morgan Stanley June 2005 - December 2007
Skills
Fixed Income, Risk Management, Derivatives, Project Management, Financial Analysis, Finance, Integration, Process Improvement, Management, Team Leadership, Microsoft Office, Analytics, Financial Risk, Equities, Leadership, Strategy, Program Management, Analysis
Education
Loyola College in Maryland 2006 — 2008
MBA, Finance, 3.5
University of Maryland College Park 2003 — 2005
BS, Finance and International Business, 3.25
Harford Community College 2001 — 2003
Associate of Arts (A.A.), General Studies, 3.7
Pam Wilkes's Morgan Stanley Experience April 2003 - June 2005
Job Team Manager at Chase
Industry Financial Services
Experience
Chase June 2014 - Present
JP Morgan Chase December 2008 - Present
Morgan Stanley Home Loans July 2005 - February 2008
Morgan Stanley April 2003 - June 2005
Morgan Stanley April 2000 - March 2003
Morgan Stanley April 1999 - March 2000
Morgan Stanley March 1994 - March 1999
Harris Bank March 1989 - March 1994
Skills
Loans, Underwriting, Financial Services, Customer Satisfaction, Credit Cards, Customer Service, Credit, Mortgage Lending, Banking, Credit Risk, Portfolio Management, Credit Analysis, Residential Mortgages, Mortgage Banking, Loan Origination, Consumer Lending
Education
Harper College 1983 — 1985
Finance
Chase June 2014 - Present
JP Morgan Chase December 2008 - Present
Morgan Stanley Home Loans July 2005 - February 2008
Morgan Stanley April 2003 - June 2005
Morgan Stanley April 2000 - March 2003
Morgan Stanley April 1999 - March 2000
Morgan Stanley March 1994 - March 1999
Harris Bank March 1989 - March 1994
Skills
Loans, Underwriting, Financial Services, Customer Satisfaction, Credit Cards, Customer Service, Credit, Mortgage Lending, Banking, Credit Risk, Portfolio Management, Credit Analysis, Residential Mortgages, Mortgage Banking, Loan Origination, Consumer Lending
Education
Harper College 1983 — 1985
Finance
Cara Repasky's Morgan Stanley Experience June 2010 - July 2012
Job Consultant at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company September 2014 - Present
Harvard Business School 2012 - May 2014
Teach For America June 2013 - August 2013
Morgan Stanley June 2010 - July 2012
UBS Investment Bank June 2009 - August 2009
PNC Bank May 2008 - August 2008
Skills
Equities, Equity Trading, Financial Modeling, Trading, Valuation, Bloomberg, Corporate Finance, Private Equity, Strategy, Capital Markets, Economics, Emerging Markets
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Pittsburgh 2007 — 2010
McKinsey & Company September 2014 - Present
Harvard Business School 2012 - May 2014
Teach For America June 2013 - August 2013
Morgan Stanley June 2010 - July 2012
UBS Investment Bank June 2009 - August 2009
PNC Bank May 2008 - August 2008
Skills
Equities, Equity Trading, Financial Modeling, Trading, Valuation, Bloomberg, Corporate Finance, Private Equity, Strategy, Capital Markets, Economics, Emerging Markets
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
University of Pittsburgh 2007 — 2010
Get Lee's Morgan Stanley Experience January 1999 - April 2000
Job Consultant at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse July 2013 - Present
Goldman Sachs August 2012 - July 2013
Credit Suisse February 2011 - August 2012
Goldman Sachs February 2002 - February 2011
J. P. Morgan April 2000 - December 2001
Morgan Stanley January 1999 - April 2000
JP Morgan June 1997 - December 1998
Goldman Sachs June 1996 - June 1997
Sociate Generale March 1996 - June 1996
Salomon Inc. February 1995 - February 1996
Skills
C++, Unix, OOP, SQL, Object Oriented Design, TCP/IP, Fixed Income Products, Equities, Settlements, Repo Trading, OTC Derivatives, Settlement, Fixed Income, SDLC, Securities, Trading, Financial Services, Bonds, Financial Risk, Perl, Trading Systems, Finance, Credit Derivatives, Electronic Trading, Sybase, Middle Office, Investment Banking, Interest Rate..., Capital Markets, Derivatives, Prime Brokerage, Low Latency, Swaps, Structured Products, Data Warehousing, Back Office, VBA, Bloomberg, Hedge Funds, Reference Data, Equity Trading, Financial Markets, Asset Management, Emerging Markets, FX Options, Equity Derivatives, Valuation, Market Risk, Enterprise Architecture, Options
Education
Harvard Business School
Executive Education
New York University (Formerly Polytechnic University)
MS
State University of New York at Stony Brook
BE
Credit Suisse July 2013 - Present
Goldman Sachs August 2012 - July 2013
Credit Suisse February 2011 - August 2012
Goldman Sachs February 2002 - February 2011
J. P. Morgan April 2000 - December 2001
Morgan Stanley January 1999 - April 2000
JP Morgan June 1997 - December 1998
Goldman Sachs June 1996 - June 1997
Sociate Generale March 1996 - June 1996
Salomon Inc. February 1995 - February 1996
Skills
C++, Unix, OOP, SQL, Object Oriented Design, TCP/IP, Fixed Income Products, Equities, Settlements, Repo Trading, OTC Derivatives, Settlement, Fixed Income, SDLC, Securities, Trading, Financial Services, Bonds, Financial Risk, Perl, Trading Systems, Finance, Credit Derivatives, Electronic Trading, Sybase, Middle Office, Investment Banking, Interest Rate..., Capital Markets, Derivatives, Prime Brokerage, Low Latency, Swaps, Structured Products, Data Warehousing, Back Office, VBA, Bloomberg, Hedge Funds, Reference Data, Equity Trading, Financial Markets, Asset Management, Emerging Markets, FX Options, Equity Derivatives, Valuation, Market Risk, Enterprise Architecture, Options
Education
Harvard Business School
Executive Education
New York University (Formerly Polytechnic University)
MS
State University of New York at Stony Brook
BE
Lisa Langhart's Morgan Stanley Experience 2000 - 2002
Job Vice President, Finance, Strategy & Corporate Development at Keystone Foods / Marfrig Investor RelationsUS
Industry Consumer Goods
Experience
Keystone Foods February 2014 - Present
CreativeWorx February 2013 - October 2013
Credit Suisse October 2002 - June 2012
Morgan Stanley 2000 - 2002
Robert Toigo Foundation 1998 - 2000
Goldman Sachs 1999 - 1999
Glaves & Associates / Emax 1993 - 1998
Skills
Mergers & Acquisitions, Corporate Finance, Strategy, Valuation, Capital Markets, Due Diligence, Equities, Investor Relations, Corporate Development, Business Valuation, Financial Modeling, Investment Banking, Venture Capital, Divestitures, Business Strategy, Private Equity, M&A experience, Financial Analysis, Mergers, Leveraged Finance, Emerging Markets, LBO, Restructuring, Strategic Thinking, Acquisition Integration, Debt, Financial Structuring, Cross-border..., Consumer Products, FMCG, Credit Analysis, Capital Structure, M&A execution, Retail, Sector Coverage, Consumer Package Goods, Food & Beverage, Personal Care, Wine & Spirits Industry
Education
Harvard Business School 1998 — 2000
MBA
University of Pennsylvania 1989 — 1993
Bachelor of Science (B.S.), Economics / Finance
Keystone Foods February 2014 - Present
CreativeWorx February 2013 - October 2013
Credit Suisse October 2002 - June 2012
Morgan Stanley 2000 - 2002
Robert Toigo Foundation 1998 - 2000
Goldman Sachs 1999 - 1999
Glaves & Associates / Emax 1993 - 1998
Skills
Mergers & Acquisitions, Corporate Finance, Strategy, Valuation, Capital Markets, Due Diligence, Equities, Investor Relations, Corporate Development, Business Valuation, Financial Modeling, Investment Banking, Venture Capital, Divestitures, Business Strategy, Private Equity, M&A experience, Financial Analysis, Mergers, Leveraged Finance, Emerging Markets, LBO, Restructuring, Strategic Thinking, Acquisition Integration, Debt, Financial Structuring, Cross-border..., Consumer Products, FMCG, Credit Analysis, Capital Structure, M&A execution, Retail, Sector Coverage, Consumer Package Goods, Food & Beverage, Personal Care, Wine & Spirits Industry
Education
Harvard Business School 1998 — 2000
MBA
University of Pennsylvania 1989 — 1993
Bachelor of Science (B.S.), Economics / Finance
Sandra Hoa Truong-CIRAS's Morgan Stanley Experience February 2001 - July 2005
Job President of 88 Prosperity Wealth Management and Certified IRA Specialist
Industry Financial Services
Experience
88 Prosperity Wealth Management/ Affiliated with KMS Financial Servcies, Inc., member FINRA/SIPC. September 2005 - Present
KMS Financial Services, Inc. 2005 - Present
Morgan Stanley February 2001 - July 2005
Cohig & Associates September 1995 - January 2001
Chatfield Dean & Co. June 1990 - September 1995
Skills
Strategic Financial..., Entrepreneurship, Roth IRA, Asset Allocation, Strategic Planning, Tax-advantaged..., Financial Analysis, College Savings Plans, 401k Rollovers, Investment Strategies, Alternative Investments, Strategic income..., Cash Flow Statements, Retirement income..., Modern Portfolio Theory
Education
Harvard Business School 2012 — 2012
Executive Education
Top Producer Institute (CA) 2005 — 2006
IRA Stragegic Plannings and IRA Rollovers
Morgan Stanley Sales Training 2001 — 2001
Business Development, Ethics, Prospectings, Marketing, and Products Knowledge.
University of Washington 1984 — 1990
Bachelor's Degree, Mathematics
88 Prosperity Wealth Management/ Affiliated with KMS Financial Servcies, Inc., member FINRA/SIPC. September 2005 - Present
KMS Financial Services, Inc. 2005 - Present
Morgan Stanley February 2001 - July 2005
Cohig & Associates September 1995 - January 2001
Chatfield Dean & Co. June 1990 - September 1995
Skills
Strategic Financial..., Entrepreneurship, Roth IRA, Asset Allocation, Strategic Planning, Tax-advantaged..., Financial Analysis, College Savings Plans, 401k Rollovers, Investment Strategies, Alternative Investments, Strategic income..., Cash Flow Statements, Retirement income..., Modern Portfolio Theory
Education
Harvard Business School 2012 — 2012
Executive Education
Top Producer Institute (CA) 2005 — 2006
IRA Stragegic Plannings and IRA Rollovers
Morgan Stanley Sales Training 2001 — 2001
Business Development, Ethics, Prospectings, Marketing, and Products Knowledge.
University of Washington 1984 — 1990
Bachelor's Degree, Mathematics
Clifton Strain's Morgan Stanley Experience November 1992 - June 1999
Job Managing Director at Miller Tabak + Co., LLC
Industry Investment Banking
Experience
Miller Tabak + Co., LLC June 2013 - Present
The Dellacorte Group August 2009 - January 2012
CIT September 2006 - January 2012
Wachovia Securities, LLC July 1999 - June 2006
Morgan Stanley November 1992 - June 1999
Chemical Bank 1985 - 1987
Education
Harvard Business School 1987 — 1989
MBA
Morehouse College 1981 — 1985
BA, Accounting
Miller Tabak + Co., LLC June 2013 - Present
The Dellacorte Group August 2009 - January 2012
CIT September 2006 - January 2012
Wachovia Securities, LLC July 1999 - June 2006
Morgan Stanley November 1992 - June 1999
Chemical Bank 1985 - 1987
Education
Harvard Business School 1987 — 1989
MBA
Morehouse College 1981 — 1985
BA, Accounting
Ruth Serino's Morgan Stanley Experience August 2000 - September 2001
Job Branch Manager, Robert Half
Industry Staffing and Recruiting
Experience
Robert Half May 2004 - Present
Robert Half May 2004 - September 2008
Rainbow Media October 2001 - February 2004
Morgan Stanley August 2000 - September 2001
Skills
Full-cycle Recruiting, Budget Analysis, Financial Analysis, Fund Accounting, Sales Management, Staff Development, Staff Supervision, Temporary Placement, Management Consulting, Temporary Staffing, Accounts Receivable, Recruiting, Payroll, Budgets, Talent Acquisition, Applicant Tracking..., Onboarding, Resume Writing, Permanent Placement, Contract Recruitment, Screening Resumes, Technical Recruiting, Benefits Negotiation, Cold Calling, Hiring, SDLC, Interviews, Executive Search, Corporate Recruiting, Leadership, Employee Relations, Staffing Services, College Recruiting, Management, Sourcing, Internet Recruiting, Employee Benefits, Human Resources, Finance, Taleo, Staff Augmentation, PeopleSoft, Job Fairs, New Hire Orientations, Screening, Benefits Administration, Industrial Sector, Recruitment Advertising, Employer Branding, Talent Management
Education
Hartwick College 1996 — 2000
BS, Accounting
Robert Half May 2004 - Present
Robert Half May 2004 - September 2008
Rainbow Media October 2001 - February 2004
Morgan Stanley August 2000 - September 2001
Skills
Full-cycle Recruiting, Budget Analysis, Financial Analysis, Fund Accounting, Sales Management, Staff Development, Staff Supervision, Temporary Placement, Management Consulting, Temporary Staffing, Accounts Receivable, Recruiting, Payroll, Budgets, Talent Acquisition, Applicant Tracking..., Onboarding, Resume Writing, Permanent Placement, Contract Recruitment, Screening Resumes, Technical Recruiting, Benefits Negotiation, Cold Calling, Hiring, SDLC, Interviews, Executive Search, Corporate Recruiting, Leadership, Employee Relations, Staffing Services, College Recruiting, Management, Sourcing, Internet Recruiting, Employee Benefits, Human Resources, Finance, Taleo, Staff Augmentation, PeopleSoft, Job Fairs, New Hire Orientations, Screening, Benefits Administration, Industrial Sector, Recruitment Advertising, Employer Branding, Talent Management
Education
Hartwick College 1996 — 2000
BS, Accounting
Lynn Wang's Morgan Stanley Experience July 2011 - July 2013
Job Student at Harvard Business School
Industry Hospital & Health Care
Experience
TotalCare Walk-In Clinic December 2014 - August 2015
Hackership Co September 2014 - December 2014
Nailette October 2013 - October 2014
Morgan Stanley July 2011 - July 2013
Yale University September 2010 - November 2010
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Yale University
Bachelor’s Degree
TotalCare Walk-In Clinic December 2014 - August 2015
Hackership Co September 2014 - December 2014
Nailette October 2013 - October 2014
Morgan Stanley July 2011 - July 2013
Yale University September 2010 - November 2010
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Yale University
Bachelor’s Degree
Michael McCartney's Morgan Stanley Experience January 2001 - December 2002
Job Managing Director, Private Equity at Montgomery & Co., LLC
Industry Venture Capital & Private Equity
Experience
Montgomery & Co., LLC Director, Consumer and Retail Investment BankingCredit SuisseMay 2006 - December 2007
GRP Partners April 2003 - April 2006
babystyle May 1998 - June 2003
Morgan Stanley January 2001 - December 2002
Donaldson, Lufkin & Jenrette July 1992 - January 2001
Morgan Stanley August 1988 - July 1990
Skills
Venture Capital, Start-ups, Private Equity, Investments, Mergers & Acquisitions, Investment Banking, Strategy, Management, Corporate Finance, Corporate Development, Banking, Restructuring, Valuation, Financial Modeling, Due Diligence
Education
Harvard Business School 1990 — 1992
M.B.A.
Princeton University 1984 — 1988
A.B.
University of Toronto Schools 1978 — 1984
Montgomery & Co., LLC Director, Consumer and Retail Investment BankingCredit SuisseMay 2006 - December 2007
GRP Partners April 2003 - April 2006
babystyle May 1998 - June 2003
Morgan Stanley January 2001 - December 2002
Donaldson, Lufkin & Jenrette July 1992 - January 2001
Morgan Stanley August 1988 - July 1990
Skills
Venture Capital, Start-ups, Private Equity, Investments, Mergers & Acquisitions, Investment Banking, Strategy, Management, Corporate Finance, Corporate Development, Banking, Restructuring, Valuation, Financial Modeling, Due Diligence
Education
Harvard Business School 1990 — 1992
M.B.A.
Princeton University 1984 — 1988
A.B.
University of Toronto Schools 1978 — 1984
Shelby Calvert Morss's Morgan Stanley Experience 1983 - 1985
Job Senior Product Manager, Latuda Marketing at Sunovion Pharmaceuticals Inc.
Industry Medical Devices
Experience
Sunovion Pharmaceuticals Inc. August 2015 - Present
Respiratory Motion, Inc. August 2013 - Present
Respiratory Motion, Inc. January 2012 - July 2013
Brigham and Women's Hospital March 1993 - December 1996
Harvard University January 1990 - March 1993
Boston Consulting Group 1987 - 1990
Goldman Sachs 1985 - 1985
Morgan Stanley 1983 - 1985
Skills
Team Building, Risk Management, Email Marketing, Biotechnology, Lifesciences, Molecular Biology, Pharmaceutical Industry, GMP, Immunology, Biopharmaceuticals, Validation, Technology Transfer, Medical Devices, Start-ups, Management, Strategic Planning, FDA, Leadership, Product Launch, Marketing Management, Quality System, Life Sciences, Strategic Communications, Strategy, Cross-functional Team..., Business Development, Marketing Strategy, Business Strategy, Product Development, Competitive Analysis, Marketing, Sales, Strategic Partnerships, Market Research, Product Management, Consulting, Program Management, Commercialization
Education
Harvard Business School 1985 — 1987
MBA
Harvard College 1981 — 1983
BA, Economics
United States Military Academy at West Point 1979 — 1981
Engineering
Sunovion Pharmaceuticals Inc. August 2015 - Present
Respiratory Motion, Inc. August 2013 - Present
Respiratory Motion, Inc. January 2012 - July 2013
Brigham and Women's Hospital March 1993 - December 1996
Harvard University January 1990 - March 1993
Boston Consulting Group 1987 - 1990
Goldman Sachs 1985 - 1985
Morgan Stanley 1983 - 1985
Skills
Team Building, Risk Management, Email Marketing, Biotechnology, Lifesciences, Molecular Biology, Pharmaceutical Industry, GMP, Immunology, Biopharmaceuticals, Validation, Technology Transfer, Medical Devices, Start-ups, Management, Strategic Planning, FDA, Leadership, Product Launch, Marketing Management, Quality System, Life Sciences, Strategic Communications, Strategy, Cross-functional Team..., Business Development, Marketing Strategy, Business Strategy, Product Development, Competitive Analysis, Marketing, Sales, Strategic Partnerships, Market Research, Product Management, Consulting, Program Management, Commercialization
Education
Harvard Business School 1985 — 1987
MBA
Harvard College 1981 — 1983
BA, Economics
United States Military Academy at West Point 1979 — 1981
Engineering
Douglas McCormick's Morgan Stanley Experience 1997 - 1999
Job Managing Partner at HCI Equity Partners
Industry Investment Management
Experience
HCI Equity Partners 2011 - Present
Thayer Hidden Creek 2005 - 2011
Thayer Capital Partners 1999 - 2005
Morgan Stanley 1997 - 1999
US Army 1991 - 1995
USMA 1987 - 1991
Skills
Strategic Planning, Leadership, Strategy, Mergers & Acquisitions, Business Strategy, Due Diligence, Investments, Financial Modeling, Cross-functional Team..., Private Equity, Business Development, Venture Capital, Start-ups, Operations Management, Acquisitions, Aerospace, Alternative Investments, Asset Managment, Business Planning, Capital Raising, Competitive Analysis, Contract Negotiation, Corporate Development, Corporate Finance, Defense, Entrepreneurship, Equities, Finance, Financial Analysis, Fundraising, Investment Banking, LBO, Logistics, Management, Management Consulting, Mergers, Mergers, Military, Negotiation, Organizational..., Portfolio Management, Private Placements, Program Management, Public Speaking, Recapitalizations, Risk Management, Strategic Consulting, Strategic Financial..., Strategic Partnerships, Valuation
Education
Harvard Business School 1995 — 1997
M.B.A., Finance and Investing
United States Military Academy at West Point 1987 — 1991
B.S., Economics
Cedar Cliff High School 1984 — 1987
HCI Equity Partners 2011 - Present
Thayer Hidden Creek 2005 - 2011
Thayer Capital Partners 1999 - 2005
Morgan Stanley 1997 - 1999
US Army 1991 - 1995
USMA 1987 - 1991
Skills
Strategic Planning, Leadership, Strategy, Mergers & Acquisitions, Business Strategy, Due Diligence, Investments, Financial Modeling, Cross-functional Team..., Private Equity, Business Development, Venture Capital, Start-ups, Operations Management, Acquisitions, Aerospace, Alternative Investments, Asset Managment, Business Planning, Capital Raising, Competitive Analysis, Contract Negotiation, Corporate Development, Corporate Finance, Defense, Entrepreneurship, Equities, Finance, Financial Analysis, Fundraising, Investment Banking, LBO, Logistics, Management, Management Consulting, Mergers, Mergers, Military, Negotiation, Organizational..., Portfolio Management, Private Placements, Program Management, Public Speaking, Recapitalizations, Risk Management, Strategic Consulting, Strategic Financial..., Strategic Partnerships, Valuation
Education
Harvard Business School 1995 — 1997
M.B.A., Finance and Investing
United States Military Academy at West Point 1987 — 1991
B.S., Economics
Cedar Cliff High School 1984 — 1987
Marc Chennault's Morgan Stanley Experience September 2001 - May 2008
Job
Industry Investment Management
Experience
Macquarie Capital (USA) Inc. February 2012 - Present
Citadel Investment Group December 2009 - August 2011
Paige Capital Management LLC May 2008 - November 2009
Morgan Stanley September 2001 - May 2008
Goldman Sachs 1999 - 1999
Arthur Andersen LLP 1996 - 1999
Arthur Andersen LLP 1994 - 1996
Skills
High Yield, Fixed Income, Leveraged Finance, Special Situations, Credit Analysis, Energy, Power, Oil&Gas, Alternative Investments, Equities, Equity Research, Finance, Oil/Gas, Portfolio Management, Restructuring, Valuation, Hedge Funds
Education
Harvard Business School 2000 — 2001
MBA, Management
University of Michigan 1989 — 1994
MAcc, Accounting
University of Michigan 1989 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Macquarie Capital (USA) Inc. February 2012 - Present
Citadel Investment Group December 2009 - August 2011
Paige Capital Management LLC May 2008 - November 2009
Morgan Stanley September 2001 - May 2008
Goldman Sachs 1999 - 1999
Arthur Andersen LLP 1996 - 1999
Arthur Andersen LLP 1994 - 1996
Skills
High Yield, Fixed Income, Leveraged Finance, Special Situations, Credit Analysis, Energy, Power, Oil&Gas, Alternative Investments, Equities, Equity Research, Finance, Oil/Gas, Portfolio Management, Restructuring, Valuation, Hedge Funds
Education
Harvard Business School 2000 — 2001
MBA, Management
University of Michigan 1989 — 1994
MAcc, Accounting
University of Michigan 1989 — 1994
Bachelor of Business Administration (B.B.A.), Finance
Bryan O'Connell's Morgan Stanley Experience June 2011 - August 2011
Job Founder at FirstLine
Industry Computer Software
Experience
BV e.ventures August 2012 - July 2013
Morgan Stanley June 2011 - August 2011
McKinsey & Company September 2007 - October 2009
United States Senate June 2004 - August 2004
Skills
Management Consulting, Corporate Finance, Valuation, Strategy, Financial Modeling, Corporate Development, Venture Capital, Emerging Markets, Business Strategy, Private Equity, Mergers & Acquisitions, Financial Analysis
Education
Harvard Business School 2010 — 2012
MBA
University College Dublin 2001 — 2005
BAFS, Finance
BV e.ventures August 2012 - July 2013
Morgan Stanley June 2011 - August 2011
McKinsey & Company September 2007 - October 2009
United States Senate June 2004 - August 2004
Skills
Management Consulting, Corporate Finance, Valuation, Strategy, Financial Modeling, Corporate Development, Venture Capital, Emerging Markets, Business Strategy, Private Equity, Mergers & Acquisitions, Financial Analysis
Education
Harvard Business School 2010 — 2012
MBA
University College Dublin 2001 — 2005
BAFS, Finance
Jonathan Miller's Morgan Stanley Experience 2007 - January 2007
Job Senior Manager Strategic Planning Group at American Express
Industry Financial Services
Experience
American Express 2014 - Present
American Express 2013 - 2013
Dalberg Global Development Advisors 2010 - 2012
The Boston Consulting Group 2008 - 2010
Morgan Stanley 2007 - January 2007
USG Construction 2006 - 2006
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Stanford University 2004 — 2008
BS, Civil Engineering
American Express 2014 - Present
American Express 2013 - 2013
Dalberg Global Development Advisors 2010 - 2012
The Boston Consulting Group 2008 - 2010
Morgan Stanley 2007 - January 2007
USG Construction 2006 - 2006
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Stanford University 2004 — 2008
BS, Civil Engineering
Allison Wolfe's Morgan Stanley Experience July 2001 - August 2008
Job Senior Vice President, Finance & Strategic Planning at Oxford Properties Group
Industry Real Estate
Experience
Oxford Properties Group January 2013 - Present
Oxford Properties Group January 2010 - December 2012
Morgan Stanley July 2001 - August 2008
Skills
Valuation, Asset Managment, Due Diligence, Real Estate Economics, Financial Modeling, Investments, Private Equity, Real Estate, Real Estate Development, Portfolio Management, Financial Structuring, Corporate Finance, Alternative Investments, Financial Analysis, Investment Properties, Strategic Planning, Acquisitions
Education
Harvard Business School 2011 — 2011
HPLP, Executive Education
Queen's University 1997 — 2001
B. Comm
Oxford Properties Group January 2013 - Present
Oxford Properties Group January 2010 - December 2012
Morgan Stanley July 2001 - August 2008
Skills
Valuation, Asset Managment, Due Diligence, Real Estate Economics, Financial Modeling, Investments, Private Equity, Real Estate, Real Estate Development, Portfolio Management, Financial Structuring, Corporate Finance, Alternative Investments, Financial Analysis, Investment Properties, Strategic Planning, Acquisitions
Education
Harvard Business School 2011 — 2011
HPLP, Executive Education
Queen's University 1997 — 2001
B. Comm
Linda Hersha's Morgan Stanley Experience 1999 - 2011
Job Employment Law / Employee Relations
Industry Financial Services
Experience
UBS AG January 2012 - Present
Morgan Stanley 1999 - 2011
MetLife 1994 - 1999
Sedgwick James, Inc. 1991 - 1994
Prudential Securities 1990 - 1991
Chadbourne & Parke LLP 1986 - 1990
Epstein Becker & Green, P.C. 1983 - 1986
Education
Syracuse University College of Law
JD, Law
Hartwick College
BA, Political Science
UBS AG January 2012 - Present
Morgan Stanley 1999 - 2011
MetLife 1994 - 1999
Sedgwick James, Inc. 1991 - 1994
Prudential Securities 1990 - 1991
Chadbourne & Parke LLP 1986 - 1990
Epstein Becker & Green, P.C. 1983 - 1986
Education
Syracuse University College of Law
JD, Law
Hartwick College
BA, Political Science
Dirk Jeschke's Morgan Stanley Experience 2007 - 2009
Job Global Macro Portfolio Manager at Tudor Investment Corporation
Industry Investment Management
Experience
TUDOR INVESTMENT CORPORATION 2015 - Present
PIMCO 2013 - 2015
PIMCO 2011 - 2013
Morgan Stanley 2007 - 2009
Education
Harvard Business School 2009 — 2011
MBA, High Distinction
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2004 — 2007
BBA, Finance
Singapore Management University
Exchange, Economics & Finance
TUDOR INVESTMENT CORPORATION 2015 - Present
PIMCO 2013 - 2015
PIMCO 2011 - 2013
Morgan Stanley 2007 - 2009
Education
Harvard Business School 2009 — 2011
MBA, High Distinction
Universität St.Gallen - Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2004 — 2007
BBA, Finance
Singapore Management University
Exchange, Economics & Finance
Steven Chen's Morgan Stanley Experience June 2012 - July 2014
Job JD / MBA Candidate at Harvard University
Industry Financial Services
Experience
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Education
Harvard Law School 2014 — 2018
Harvard Business School 2014 — 2018
Princeton University 2008 — 2012
B.S.E., summa cum laude, Operations Research & Financial Engineering
Thomas Jefferson High School for Science and Technology 2004 — 2008
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Education
Harvard Law School 2014 — 2018
Harvard Business School 2014 — 2018
Princeton University 2008 — 2012
B.S.E., summa cum laude, Operations Research & Financial Engineering
Thomas Jefferson High School for Science and Technology 2004 — 2008
Wenona Meachum's Morgan Stanley Experience 1999 - 2000
Job Ops Risk Consultant at Wells Fargo
Industry Banking
Experience
Wells Fargo Ops Risk ConsultantWells FargoAugust 2002 - Present
SPCA of Monterey County 2000 - 2002
Morgan Stanley 1999 - 2000
Education
Rocky Mountain College 2005 — 2006
BS, Business Administration, Management and Operations
Hartnell College 1995 — 1998
Associate of Science (A.S.), Animal Health
Wells Fargo Ops Risk ConsultantWells FargoAugust 2002 - Present
SPCA of Monterey County 2000 - 2002
Morgan Stanley 1999 - 2000
Education
Rocky Mountain College 2005 — 2006
BS, Business Administration, Management and Operations
Hartnell College 1995 — 1998
Associate of Science (A.S.), Animal Health
Damilare Sonoiki's Morgan Stanley Experience June 2010 - August 2010
Job Investment Banking Analyst at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2013 - Present
Goldman Sachs June 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Bloomberg, Valuation, Equities, Private Equity, LBO, Capital Markets, Hedge Funds, Fixed Income, Corporate Finance, Capital IQ
Education
Harvard University 2009 — 2013
Harvard Business School
Woodberry Forest School
Goldman Sachs July 2013 - Present
Goldman Sachs June 2012 - August 2012
Goldman Sachs June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Skills
Investment Banking, Financial Modeling, Bloomberg, Valuation, Equities, Private Equity, LBO, Capital Markets, Hedge Funds, Fixed Income, Corporate Finance, Capital IQ
Education
Harvard University 2009 — 2013
Harvard Business School
Woodberry Forest School
Nerlyn Coriano's Morgan Stanley Experience January 2011 - March 2012
Job EMS
Industry Financial Services
Experience
Saint Francis Hospital November 2010 - Present
Stearns Lending October 2012 - August 2013
Morgan Stanley January 2011 - March 2012
JPMorgan Chase August 2009 - March 2010
Skills
Loans, Mortgage Underwriting, Home Equity Lines of..., FNMA, Non-Conforming
Education
Oakton Community College 2012 — 2012
Emt, Emergency Medical Technology/Technician (EMT Paramedi
Harper College 2008 — 2011
CNA
Saint Francis Hospital November 2010 - Present
Stearns Lending October 2012 - August 2013
Morgan Stanley January 2011 - March 2012
JPMorgan Chase August 2009 - March 2010
Skills
Loans, Mortgage Underwriting, Home Equity Lines of..., FNMA, Non-Conforming
Education
Oakton Community College 2012 — 2012
Emt, Emergency Medical Technology/Technician (EMT Paramedi
Harper College 2008 — 2011
CNA
Monica Keany's Morgan Stanley Experience December 2005 - 2011
Job Safe Horizon Board of Directors
Industry Financial Services
Experience
Hospital for Special Surgery 2012 - Present
Safe Horizon 2011 - Present
The Chapin School 2011 - Present
Morgan Stanley December 2005 - 2011
Education
Harvard Business School
Master of Business Administration (MBA)
Harvard University
Chapin High School
Hospital for Special Surgery 2012 - Present
Safe Horizon 2011 - Present
The Chapin School 2011 - Present
Morgan Stanley December 2005 - 2011
Education
Harvard Business School
Master of Business Administration (MBA)
Harvard University
Chapin High School
Adrian Gordon's Morgan Stanley Experience September 1998 - February 2000
Job
Industry Investment Banking
Experience
Nike September 2013 - Present
Deutsche Bank April 2003 - October 2011
UBS February 2000 - April 2003
Morgan Stanley September 1998 - February 2000
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Accounting, Financial Reporting, Finance, Bloomberg, Account Reconciliation, Cash Management, Valuation, Investment Banking, Microsoft Excel, Financial Accounting, Banking, Budgets, Equities, Auditing, Internal Controls, Forecasting, Internal Audit
Education
Hartwick College 1994 — 1998
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Nike September 2013 - Present
Deutsche Bank April 2003 - October 2011
UBS February 2000 - April 2003
Morgan Stanley September 1998 - February 2000
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Accounting, Financial Reporting, Finance, Bloomberg, Account Reconciliation, Cash Management, Valuation, Investment Banking, Microsoft Excel, Financial Accounting, Banking, Budgets, Equities, Auditing, Internal Controls, Forecasting, Internal Audit
Education
Hartwick College 1994 — 1998
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
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