Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Ryan Fennerty Ryan Fennerty's Morgan Stanley Experience June 2011 - August 2012
Job MBA Candidate at Harvard Business School
Industry Public Policy
Experience
Harvard Business School August 2015 - Present
Committee to Advance Educator Compensation & Careers July 2014 - June 2015
Office of Governor Jack Markell July 2014 - June 2015
Delaware Department of Education September 2012 - July 2014
Morgan Stanley June 2011 - August 2012
Morgan Stanley July 2008 - May 2011
Skills
Financial Modeling, Equities, Investment Banking, Due Diligence, Mergers
Education
Yale University 2004 — 2008
Bachelor of Arts, History and Political Science
Harvard Business School
Harvard Business School August 2015 - Present
Committee to Advance Educator Compensation & Careers July 2014 - June 2015
Office of Governor Jack Markell July 2014 - June 2015
Delaware Department of Education September 2012 - July 2014
Morgan Stanley June 2011 - August 2012
Morgan Stanley July 2008 - May 2011
Skills
Financial Modeling, Equities, Investment Banking, Due Diligence, Mergers
Education
Yale University 2004 — 2008
Bachelor of Arts, History and Political Science
Harvard Business School
Jason Tsai Jason Tsai's Morgan Stanley Experience June 2010 - August 2010
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
AEA Investors LP October 2012 - June 2014
Barclays Investment Bank June 2011 - October 2012
Morgan Stanley June 2010 - August 2010
Pacific Venture Partners 怡和創投 June 2009 - August 2009
Morgan Stanley June 2008 - July 2008
MediaTek Inc. June 2007 - July 2007
Skills
Investment Banking, Private Equity, Mandarin, Japanese, Cross-border..., Semiconductors, Mobile Technology, Greater China, C++, LBO, Emerging Markets
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Northwestern University 2007 — 2011
Bachelor of Science (BSc), Electrical Engineering and Economics
Singapore American School 2001 — 2007
AEA Investors LP October 2012 - June 2014
Barclays Investment Bank June 2011 - October 2012
Morgan Stanley June 2010 - August 2010
Pacific Venture Partners 怡和創投 June 2009 - August 2009
Morgan Stanley June 2008 - July 2008
MediaTek Inc. June 2007 - July 2007
Skills
Investment Banking, Private Equity, Mandarin, Japanese, Cross-border..., Semiconductors, Mobile Technology, Greater China, C++, LBO, Emerging Markets
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
Northwestern University 2007 — 2011
Bachelor of Science (BSc), Electrical Engineering and Economics
Singapore American School 2001 — 2007
John Niehaus John Niehaus's Morgan Stanley Experience 2008 - 2011
Job Manager, Corporate Development at The Madison Square Garden Company
Industry Entertainment
Experience
The Madison Square Garden Company 2013 - Present
Allen & Company 2012 - 2012
Morgan Stanley 2008 - 2011
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Princeton University 2004 — 2008
Bachelor of Arts (B.A.), Economics
The Madison Square Garden Company 2013 - Present
Allen & Company 2012 - 2012
Morgan Stanley 2008 - 2011
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Princeton University 2004 — 2008
Bachelor of Arts (B.A.), Economics
Janae Grijalva's Morgan Stanley Experience June 2008 - September 2008
Job Sales Operations MBA Intern at Nest
Industry Consumer Electronics
Experience
Nest May 2015 - August 2015
General Mills June 2013 - June 2014
General Mills July 2011 - June 2013
General Mills July 2010 - July 2011
General Mills June 2009 - August 2009
Morgan Stanley June 2008 - September 2008
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Stanford University 2006 — 2010
Bachelor of Arts (BA), Economics
Nest May 2015 - August 2015
General Mills June 2013 - June 2014
General Mills July 2011 - June 2013
General Mills July 2010 - July 2011
General Mills June 2009 - August 2009
Morgan Stanley June 2008 - September 2008
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Stanford University 2006 — 2010
Bachelor of Arts (BA), Economics
Juny Sridhara's Morgan Stanley Experience August 1999 - April 2001
Job Portfolio Manager at BlueCrest Capital Management, LLP
Industry Financial Services
Experience
BlueCrest Capital Management, LLP January 2011 - Present
Archimedes Finance April 2009 - September 2010
Bank of America January 2007 - April 2009
Lehman Brothers June 2003 - January 2007
Nomura Securities April 2001 - April 2003
Morgan Stanley August 1999 - April 2001
Lightstream Photocatalytic June 1996 - August 1997
Eastman Chemical Company June 1995 - August 1995
Skills
Portfolio Management, Trading, Derivatives, Fixed Income, Commodity Markets, Equity Indices, FX trading, Risk Models, Algorithm Design, Algorithm Optimization, Project Management, Operations Management, Chemical Engineering, Research Projects, Prototype
Education
Harvard Business School 1997 — 1999
Master of Business Administration (MBA), Designated Baker Scholar, Graduated with Highest Honors
Univeristy of Texas at Austin 1992 — 1996
Bachelor of Science (B.S.), Chemical Engineering, Graduated with Highest Honors
Lubbock High School
Lubbock High School
BlueCrest Capital Management, LLP January 2011 - Present
Archimedes Finance April 2009 - September 2010
Bank of America January 2007 - April 2009
Lehman Brothers June 2003 - January 2007
Nomura Securities April 2001 - April 2003
Morgan Stanley August 1999 - April 2001
Lightstream Photocatalytic June 1996 - August 1997
Eastman Chemical Company June 1995 - August 1995
Skills
Portfolio Management, Trading, Derivatives, Fixed Income, Commodity Markets, Equity Indices, FX trading, Risk Models, Algorithm Design, Algorithm Optimization, Project Management, Operations Management, Chemical Engineering, Research Projects, Prototype
Education
Harvard Business School 1997 — 1999
Master of Business Administration (MBA), Designated Baker Scholar, Graduated with Highest Honors
Univeristy of Texas at Austin 1992 — 1996
Bachelor of Science (B.S.), Chemical Engineering, Graduated with Highest Honors
Lubbock High School
Lubbock High School
Kimberley Hatchett's Morgan Stanley Experience
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Education
Harvard Business School 1989 — 1991
Master of Business Administration (MBA)
Morgan Stanley
Education
Harvard Business School 1989 — 1991
Master of Business Administration (MBA)
Malinda Lee Malinda Lee's Morgan Stanley Experience April 2008 - August 2008
Job Resident Physician, Obstetrics & Gynecology, Massachusetts General Hospital and Brigham and Women's Hospital
Industry Hospital & Health Care
Experience
Brigham and Women's Hospital June 2013 - Present
Massachusetts General Hospital June 2013 - Present
Massachusetts General Hospital March 2011 - Present
Morgan Stanley April 2008 - August 2008
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Harvard Medical School 2008 — 2013
Doctor of Medicine (MD)
Stanford University 2004 — 2008
Bachelor of Science (BS), Biology/Biological Sciences, General
Brigham and Women's Hospital June 2013 - Present
Massachusetts General Hospital June 2013 - Present
Massachusetts General Hospital March 2011 - Present
Morgan Stanley April 2008 - August 2008
Education
Harvard Business School 2011 — 2013
Master of Business Administration (MBA)
Harvard Medical School 2008 — 2013
Doctor of Medicine (MD)
Stanford University 2004 — 2008
Bachelor of Science (BS), Biology/Biological Sciences, General
Sean Hennessey Sean Hennessey's Morgan Stanley Experience 2001 - 2004
Job Senior Director, Strategy and Analytics at Stanford University School of Medicine
Industry Hospital & Health Care
Experience
School of Information, UC Berkeley August 2013 - Present
Stanford University School of Medicine March 2015 - Present
Kaiser Permanente September 2013 - March 2015
Kaiser Permanente January 2011 - September 2013
McKinsey & Company April 2004 - January 2011
Morgan Stanley 2001 - 2004
A.T. Kearney 1997 - 1999
Skills
Healthcare Information..., Strategy, Management Consulting, Financial Modeling, Valuation, Mergers, Divestitures, Corporate Finance, Due Diligence, Business Modeling, Mergers & Acquisitions
Education
Harvard Business School 1999 — 2001
MBA
London School of Economics and Political Science 1995 — 1996
Master of Science (MSc), International Relations
Harvard University 1990 — 1994
AB, East Asian Studies
School of Information, UC Berkeley August 2013 - Present
Stanford University School of Medicine March 2015 - Present
Kaiser Permanente September 2013 - March 2015
Kaiser Permanente January 2011 - September 2013
McKinsey & Company April 2004 - January 2011
Morgan Stanley 2001 - 2004
A.T. Kearney 1997 - 1999
Skills
Healthcare Information..., Strategy, Management Consulting, Financial Modeling, Valuation, Mergers, Divestitures, Corporate Finance, Due Diligence, Business Modeling, Mergers & Acquisitions
Education
Harvard Business School 1999 — 2001
MBA
London School of Economics and Political Science 1995 — 1996
Master of Science (MSc), International Relations
Harvard University 1990 — 1994
AB, East Asian Studies
Lucy Wang's Morgan Stanley Experience June 2011 - May 2013
Job MBA Candidate at Harvard Business School
Industry Internet
Experience
Microsoft September 2014 - August 2015
Microsoft July 2013 - September 2014
Morgan Stanley June 2011 - May 2013
Wharton Small Business Development Center September 2009 - May 2011
University of Pennsilvania Student Federal Credit Union January 2008 - December 2010
Citi June 2010 - August 2010
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Economics, Finance and Accounting
Point Grey
Microsoft September 2014 - August 2015
Microsoft July 2013 - September 2014
Morgan Stanley June 2011 - May 2013
Wharton Small Business Development Center September 2009 - May 2011
University of Pennsilvania Student Federal Credit Union January 2008 - December 2010
Citi June 2010 - August 2010
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2007 — 2011
Bachelor of Economics, Finance and Accounting
Point Grey
Ryan Orley's Morgan Stanley Experience May 2012 - June 2015
Job .
Industry Financial Services
Experience
Third Point LLC June 2015 - August 2015
Morgan Stanley May 2012 - June 2015
Morgan Stanley June 2010 - May 2012
The White House May 2009 - August 2009
Skills
Financial Modeling, Investment Banking
Education
Harvard Business School 2015 — 2017
Harvard College 2006 — 2010
Third Point LLC June 2015 - August 2015
Morgan Stanley May 2012 - June 2015
Morgan Stanley June 2010 - May 2012
The White House May 2009 - August 2009
Skills
Financial Modeling, Investment Banking
Education
Harvard Business School 2015 — 2017
Harvard College 2006 — 2010
Marquis McGuffin Marquis McGuffin's Morgan Stanley Experience August 2013 - June 2014
Job MBA Candidate at Harvard Business School
Industry Higher Education
Experience
The Boston Consulting Group June 2015 - August 2015
Morgan Stanley August 2013 - June 2014
Morgan Stanley June 2010 - July 2013
Morgan Stanley June 2009 - August 2009
Citi June 2008 - August 2008
PHH Mortgage May 2007 - August 2007
Skills
Microsoft Office, Access, PowerPoint, Microsoft Excel, Analysis, Data Analysis, Research, Market Research, Microsoft Word, Bloomberg, Finance, Financial Analysis, Public Speaking, Financial Modeling, Leadership, Valuation
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
The College of New Jersey 2006 — 2010
Bachelor of Science (BS), Finance
The Boston Consulting Group June 2015 - August 2015
Morgan Stanley August 2013 - June 2014
Morgan Stanley June 2010 - July 2013
Morgan Stanley June 2009 - August 2009
Citi June 2008 - August 2008
PHH Mortgage May 2007 - August 2007
Skills
Microsoft Office, Access, PowerPoint, Microsoft Excel, Analysis, Data Analysis, Research, Market Research, Microsoft Word, Bloomberg, Finance, Financial Analysis, Public Speaking, Financial Modeling, Leadership, Valuation
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
The College of New Jersey 2006 — 2010
Bachelor of Science (BS), Finance
Lisa Cuesta's Morgan Stanley Experience June 2009 - August 2009
Job MBA Candidate at Harvard Business School
Industry Internet
Experience
Pepsico June 2015 - Present
Google June 2013 - July 2014
Google February 2012 - June 2013
Booz Allen Hamilton September 2010 - February 2012
International Model United Nations Association March 2009 - March 2011
Bridge the Void, LLC June 2010 - September 2010
Morgan Stanley June 2009 - August 2009
Credit Suisse June 2008 - August 2008
PricewaterhouseCoopers June 2007 - August 2007
Skills
Market Research, Market Entry, Valuation, Strategic Planning, Management Consulting, Analysis, Research, Sales Operations
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania 2006 — 2010
BS, Finance, Global Analysis, Political Science
Pepsico June 2015 - Present
Google June 2013 - July 2014
Google February 2012 - June 2013
Booz Allen Hamilton September 2010 - February 2012
International Model United Nations Association March 2009 - March 2011
Bridge the Void, LLC June 2010 - September 2010
Morgan Stanley June 2009 - August 2009
Credit Suisse June 2008 - August 2008
PricewaterhouseCoopers June 2007 - August 2007
Skills
Market Research, Market Entry, Valuation, Strategic Planning, Management Consulting, Analysis, Research, Sales Operations
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
University of Pennsylvania 2006 — 2010
BS, Finance, Global Analysis, Political Science
Patrick Donohue Patrick Donohue's Morgan Stanley Experience 2009 - 2011
Job Business at LeadPages
Industry Internet
Experience
LeadPages 2015 - Present
StubHub 2014 - Present
eBay 2011 - 2014
Morgan Stanley 2009 - 2011
US Army 2003 - 2008
Skills
Investment Banking, Corporate Development, Financial Modeling, Corporate Finance, Valuation, Due Diligence, Investments, E-commerce, Management, Mergers & Acquisitions, Finance, Leadership, Joint Ventures, M&A experience, Strategic Partnerships, Acquisition Integration, Emerging Markets, Strategy, Business Strategy
Education
Harvard Business School 2008 — 2010
MBA
Princeton University 1999 — 2003
BA, Economics
Wichita High School East 1995 — 1999
High School
LeadPages 2015 - Present
StubHub 2014 - Present
eBay 2011 - 2014
Morgan Stanley 2009 - 2011
US Army 2003 - 2008
Skills
Investment Banking, Corporate Development, Financial Modeling, Corporate Finance, Valuation, Due Diligence, Investments, E-commerce, Management, Mergers & Acquisitions, Finance, Leadership, Joint Ventures, M&A experience, Strategic Partnerships, Acquisition Integration, Emerging Markets, Strategy, Business Strategy
Education
Harvard Business School 2008 — 2010
MBA
Princeton University 1999 — 2003
BA, Economics
Wichita High School East 1995 — 1999
High School
Lawrence Braithwaite Lawrence Braithwaite's Morgan Stanley Experience October 2003 - June 2006
Job Vice President, ASB Real Estate Investments
Industry Real Estate
Experience
ASB Real Estate Investments September 2011 - Present
Harvard Business School, Class of 2011 September 2009 - May 2011
ASB Real Estate Investments August 2006 - June 2009
Morgan Stanley October 2003 - June 2006
Skills
Real Estate Investment
Education
Harvard Business School 2009 — 2011
MBA, Business Administration and Management, General
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Arts (B.A.), Public Policy Analysis
ASB Real Estate Investments September 2011 - Present
Harvard Business School, Class of 2011 September 2009 - May 2011
ASB Real Estate Investments August 2006 - June 2009
Morgan Stanley October 2003 - June 2006
Skills
Real Estate Investment
Education
Harvard Business School 2009 — 2011
MBA, Business Administration and Management, General
University of North Carolina at Chapel Hill 1999 — 2003
Bachelor of Arts (B.A.), Public Policy Analysis
Ross Revenaugh's Morgan Stanley Experience 2005 - 2007
Job Managing Director at Windhaven Investment Management
Industry Investment Management
Experience
Windhaven Investment Management November 2010 - March 2013
Windward Investment Management May 2008 - November 2010
Morgan Stanley 2005 - 2007
Robertson Stephens 2000 - 2002
Skills
ETFs, Equities, Asset Management, Investment Strategies, Investment Management, Asset Allocation, Hedge Funds, Fixed Income, Alternative Investments, Investments
Education
Harvard Business School
MBA, Finance
United States Military Academy at West Point
BS, Economics
Windhaven Investment Management November 2010 - March 2013
Windward Investment Management May 2008 - November 2010
Morgan Stanley 2005 - 2007
Robertson Stephens 2000 - 2002
Skills
ETFs, Equities, Asset Management, Investment Strategies, Investment Management, Asset Allocation, Hedge Funds, Fixed Income, Alternative Investments, Investments
Education
Harvard Business School
MBA, Finance
United States Military Academy at West Point
BS, Economics
Jerry W. Miller Jerry W. Miller's Morgan Stanley Experience 2006 - 2008
Job Head of Asset and Wealth Management Americas at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2013 - Present
Lightyear Capital April 2012 - May 2013
American Beacon Advisors August 2012 - April 2013
Sentio Advisors October 2010 - April 2013
Van Kampen Investments 2008 - 2010
Morgan Stanley 2006 - 2008
Merrill Lynch Investment Managers 2002 - 2006
Merrill Lynch 2000 - 2002
Skills
Asset Managment, Investments, Private Equity, Alternative Investments, Fixed Income, Investment Management, Wealth Management, Executive Management, Asset Management, Equities, Financial Services, Mutual Funds, Business Strategy, Hedge Funds, Asset Allocation
Education
Harvard Business School
AMP
Swarthmore College
BA, Economics
Deutsche Bank May 2013 - Present
Lightyear Capital April 2012 - May 2013
American Beacon Advisors August 2012 - April 2013
Sentio Advisors October 2010 - April 2013
Van Kampen Investments 2008 - 2010
Morgan Stanley 2006 - 2008
Merrill Lynch Investment Managers 2002 - 2006
Merrill Lynch 2000 - 2002
Skills
Asset Managment, Investments, Private Equity, Alternative Investments, Fixed Income, Investment Management, Wealth Management, Executive Management, Asset Management, Equities, Financial Services, Mutual Funds, Business Strategy, Hedge Funds, Asset Allocation
Education
Harvard Business School
AMP
Swarthmore College
BA, Economics
Jonathan Fitzhugh Jonathan Fitzhugh's Morgan Stanley Experience March 2010 - February 2013
Job
Industry Telecommunications
Experience
Concealfab Corporation March 2013 - Present
Morgan Stanley March 2010 - February 2013
Tishman Speyer May 2007 - March 2010
Boston Consulting Group 2005 - 2007
The Boeing Company September 1998 - June 2003
Education
Harvard Business School 2003 — 2005
Master of Business Administration (MBA)
University of Puget Sound 1994 — 1998
BS
Concealfab Corporation March 2013 - Present
Morgan Stanley March 2010 - February 2013
Tishman Speyer May 2007 - March 2010
Boston Consulting Group 2005 - 2007
The Boeing Company September 1998 - June 2003
Education
Harvard Business School 2003 — 2005
Master of Business Administration (MBA)
University of Puget Sound 1994 — 1998
BS
Lior Litwak Lior Litwak's Morgan Stanley Experience August 2015 - Present
Job Associate Technology Investment Banking at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
EMC March 2012 - May 2013
EMC May 2011 - February 2012
Israel Defense Forces January 2009 - May 2010
Israel Defense Forces November 2006 - December 2008
Israel Defense Forces November 2004 - October 2006
Skills
Project Management, Team Leadership, Team Building, Teamwork, Written & Oral..., Communication Skills, Singing, Piano Playing, Software Engineering, Software Design, Algorithms, System Architecture, Distributed Systems, Python, Business Strategy, C, Leadership, Software Development, Strategy
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Technology, with Distinction
Tel Aviv University 2005 — 2013
M.Sc., Computer Science, 94
The Hebrew University 2001 — 2004
B.Sc., Computer Science, Physics and Mathematics, 93.4
HaReali Hebrew School 1998 — 2001
High School Diploma, Physics, Mathematics, and Computer Science
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
EMC March 2012 - May 2013
EMC May 2011 - February 2012
Israel Defense Forces January 2009 - May 2010
Israel Defense Forces November 2006 - December 2008
Israel Defense Forces November 2004 - October 2006
Skills
Project Management, Team Leadership, Team Building, Teamwork, Written & Oral..., Communication Skills, Singing, Piano Playing, Software Engineering, Software Design, Algorithms, System Architecture, Distributed Systems, Python, Business Strategy, C, Leadership, Software Development, Strategy
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Technology, with Distinction
Tel Aviv University 2005 — 2013
M.Sc., Computer Science, 94
The Hebrew University 2001 — 2004
B.Sc., Computer Science, Physics and Mathematics, 93.4
HaReali Hebrew School 1998 — 2001
High School Diploma, Physics, Mathematics, and Computer Science
Shelby Bonnie Shelby Bonnie's Morgan Stanley Experience September 1986 - June 1988
Job Managing Director at Allen & Company
Industry Online Media
Experience
Whiskey Media June 2007 - February 2012
Warner Music Group November 2005 - July 2011
CNET Networks March 2000 - October 2006
IAB August 2001 - December 2003
CNET Networks June 1993 - March 2000
Tiger Management September 1990 - June 1993
Morgan Stanley September 1986 - June 1988
Education
Harvard Business School 1988 — 1990
MBA
University of Virginia 1982 — 1986
BS Commerce, Finance
Whiskey Media June 2007 - February 2012
Warner Music Group November 2005 - July 2011
CNET Networks March 2000 - October 2006
IAB August 2001 - December 2003
CNET Networks June 1993 - March 2000
Tiger Management September 1990 - June 1993
Morgan Stanley September 1986 - June 1988
Education
Harvard Business School 1988 — 1990
MBA
University of Virginia 1982 — 1986
BS Commerce, Finance
Priscilla Rodriguez's Morgan Stanley Experience July 2004 - July 2006
Job Vice President at The Poses Family Foundation
Industry Philanthropy
Experience
The Poses Family Foundation (www.understood.org) February 2013 - Present
The Bridgespan Group August 2011 - February 2013
New Profit Inc. June 2010 - August 2010
The Carlyle Group July 2006 - July 2008
Morgan Stanley July 2004 - July 2006
Skills
Financial Modeling, Strategy, Venture Capital, Private Equity, Corporate Development, Due Diligence, Investments, Valuation, Portfolio Management, Management Consulting, Investment Banking, Mergers, Financial Analysis, Emerging Markets, Business Strategy, Corporate Finance, Product Management, Product Development, Digital Strategy, Digital Media, Cross-functional Team..., Marketing, Product Design
Education
Harvard Business School 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
University of Virginia 2000 — 2004
Bachelor of Science (B.Sc.), Finance and Marketing
The Poses Family Foundation (www.understood.org) February 2013 - Present
The Bridgespan Group August 2011 - February 2013
New Profit Inc. June 2010 - August 2010
The Carlyle Group July 2006 - July 2008
Morgan Stanley July 2004 - July 2006
Skills
Financial Modeling, Strategy, Venture Capital, Private Equity, Corporate Development, Due Diligence, Investments, Valuation, Portfolio Management, Management Consulting, Investment Banking, Mergers, Financial Analysis, Emerging Markets, Business Strategy, Corporate Finance, Product Management, Product Development, Digital Strategy, Digital Media, Cross-functional Team..., Marketing, Product Design
Education
Harvard Business School 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
University of Virginia 2000 — 2004
Bachelor of Science (B.Sc.), Finance and Marketing
Jon Ayers Jon Ayers's Morgan Stanley Experience August 1986 - March 1995
Job Chairman and CEO at IDEXX Laboratories
Industry Veterinary
Experience
IDEXX Laboratories January 2002 - Present
Carrier Corporation 1999 - 2001
United Technologies Corporation 1999 - 2001
Morgan Stanley August 1986 - March 1995
Bain & Company May 1983 - August 1986
IBM June 1978 - August 1981
Skills
Mergers, Veterinary Medicine, Management Consulting, Veterinary, Management, Leadership, Hardware Diagnostics, Biotechnology, Corporate Finance, Strategic Planning, Medical Devices, Pharmaceutical Industry, Marketing Strategy, Cross-functional Team..., Product Development, Business Strategy, Product Management, Lifesciences, Acquisition Integration, Marketing
Education
Harvard Business School 1981 — 1983
MBA, Marketing, Strategy
Yale University 1974 — 1978
BA, Molecutar Biophysics and Biochemistry, Cum Laude
Phillips Exeter Academy 1973 — 1974
High School Diploma, Science
IDEXX Laboratories January 2002 - Present
Carrier Corporation 1999 - 2001
United Technologies Corporation 1999 - 2001
Morgan Stanley August 1986 - March 1995
Bain & Company May 1983 - August 1986
IBM June 1978 - August 1981
Skills
Mergers, Veterinary Medicine, Management Consulting, Veterinary, Management, Leadership, Hardware Diagnostics, Biotechnology, Corporate Finance, Strategic Planning, Medical Devices, Pharmaceutical Industry, Marketing Strategy, Cross-functional Team..., Product Development, Business Strategy, Product Management, Lifesciences, Acquisition Integration, Marketing
Education
Harvard Business School 1981 — 1983
MBA, Marketing, Strategy
Yale University 1974 — 1978
BA, Molecutar Biophysics and Biochemistry, Cum Laude
Phillips Exeter Academy 1973 — 1974
High School Diploma, Science
Robert Case's Morgan Stanley Experience September 1980 - July 1993
Job Chief Executive Officer at Ingalls & Snyder
Industry Financial Services
Experience
Ingalls & Snyder July 2011 - Present
JP Morgan May 2007 - June 2011
Citigroup July 1993 - April 2007
Morgan Stanley September 1980 - July 1993
Skills
Investments, Private Equity, Alternative Investments, Investment Banking, Mergers & Acquisitions, Securities, Risk Management, Financial Services, Investment Strategies, Management, Hedge Funds, Equities, Fixed Income, Asset Management, Valuation
Education
Harvard Business School 1977 — 1980
MBA
Harvard Law School 1976 — 1980
JD
Harvard University 1972 — 1976
AB, Applied Mathematics
Ingalls & Snyder July 2011 - Present
JP Morgan May 2007 - June 2011
Citigroup July 1993 - April 2007
Morgan Stanley September 1980 - July 1993
Skills
Investments, Private Equity, Alternative Investments, Investment Banking, Mergers & Acquisitions, Securities, Risk Management, Financial Services, Investment Strategies, Management, Hedge Funds, Equities, Fixed Income, Asset Management, Valuation
Education
Harvard Business School 1977 — 1980
MBA
Harvard Law School 1976 — 1980
JD
Harvard University 1972 — 1976
AB, Applied Mathematics
Mark Colman's Morgan Stanley Experience 1987 - 2002
Job Founder at Alta Capital LLC
Industry Financial Services
Experience
Alta Capital LLC January 2014 - Present
Bloomberg LP 2009 - 2013
Bear Stearns 2004 - 2008
Morgan Stanley 1987 - 2002
Skills
Finance, Derivatives, Management, Financial Analysis, Financial Services, Financial Modeling, Banking, Portfolio Management, Leadership, Business Strategy
Education
Harvard Business School 1985 — 1987
Master of Business Administration (MBA), Finance
Harvard University 1979 — 1983
B.A. magna cum laude, History & Economics
Alta Capital LLC January 2014 - Present
Bloomberg LP 2009 - 2013
Bear Stearns 2004 - 2008
Morgan Stanley 1987 - 2002
Skills
Finance, Derivatives, Management, Financial Analysis, Financial Services, Financial Modeling, Banking, Portfolio Management, Leadership, Business Strategy
Education
Harvard Business School 1985 — 1987
Master of Business Administration (MBA), Finance
Harvard University 1979 — 1983
B.A. magna cum laude, History & Economics
Marlin Cohen's Morgan Stanley Experience June 2009 - January 2012
Job Business @ Hinge
Industry Online Media
Experience
Hinge App Business Development InternWhisper AppJune 2014 - August 2014
Jericho Capital January 2012 - May 2013
Morgan Stanley June 2009 - January 2012
Skills
Financial Modeling, Investment Banking, Valuation, Investments, Financial Analysis, Bloomberg, Hedge Funds, Equities, Capital Markets, Private Equity, Alternative Investments, Corporate Finance, Equity Research, Emerging Markets, Fixed Income, Venture Capital, Marketing, Social Media Marketing, Business Analytics, Marketing Analytics
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Yale University 2005 — 2009
B.A., Economics
Ethical Culture Fieldston School 1993 — 2005
High School Diploma
Hinge App Business Development InternWhisper AppJune 2014 - August 2014
Jericho Capital January 2012 - May 2013
Morgan Stanley June 2009 - January 2012
Skills
Financial Modeling, Investment Banking, Valuation, Investments, Financial Analysis, Bloomberg, Hedge Funds, Equities, Capital Markets, Private Equity, Alternative Investments, Corporate Finance, Equity Research, Emerging Markets, Fixed Income, Venture Capital, Marketing, Social Media Marketing, Business Analytics, Marketing Analytics
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Yale University 2005 — 2009
B.A., Economics
Ethical Culture Fieldston School 1993 — 2005
High School Diploma
Ndubuisi (Ndu) Okereke Ndubuisi (Ndu) Okereke's Morgan Stanley Experience June 2009 - July 2012
Job JD/MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
The D. E. Shaw Group June 2015 - Present
The Carlyle Group July 2012 - August 2014
Morgan Stanley June 2009 - July 2012
Goldman Sachs June 2008 - August 2008
Skills
LBO, Private Equity, Valuation, Mergers, Financial Modeling, Mergers & Acquisitions, Bloomberg, Hedge Funds, Emerging Markets, Capital Markets, Venture Capital
Education
Harvard Business School 2014 — 2018
Master of Business Administration (MBA)
Harvard Law School 2014 — 2018
Doctor of Law (J.D.)
Harvard University 2006 — 2010
Economics
University College London, U. of London 2009 — 2009
The D. E. Shaw Group June 2015 - Present
The Carlyle Group July 2012 - August 2014
Morgan Stanley June 2009 - July 2012
Goldman Sachs June 2008 - August 2008
Skills
LBO, Private Equity, Valuation, Mergers, Financial Modeling, Mergers & Acquisitions, Bloomberg, Hedge Funds, Emerging Markets, Capital Markets, Venture Capital
Education
Harvard Business School 2014 — 2018
Master of Business Administration (MBA)
Harvard Law School 2014 — 2018
Doctor of Law (J.D.)
Harvard University 2006 — 2010
Economics
University College London, U. of London 2009 — 2009
Raheem Choudhry Raheem Choudhry's Morgan Stanley Experience July 2006 - July 2008
Job CoFounder and COO at Quantamentals
Industry Investment Management
Experience
Quantamentals August 2012 - Present
LoopNet June 2011 - August 2011
Calera Capital September 2008 - July 2010
Morgan Stanley July 2006 - July 2008
Citigroup June 2005 - August 2005
Education
Harvard Business School 2010 — 2012
MBA
University of Virginia 2002 — 2006
BS, Commerce
Quantamentals August 2012 - Present
LoopNet June 2011 - August 2011
Calera Capital September 2008 - July 2010
Morgan Stanley July 2006 - July 2008
Citigroup June 2005 - August 2005
Education
Harvard Business School 2010 — 2012
MBA
University of Virginia 2002 — 2006
BS, Commerce
Nkem Oghedo Nkem Oghedo's Morgan Stanley Experience July 2008 - August 2008
Job MBA Candidate, Class of 2017, Harvard Business School
Industry Management Consulting
Experience
Artisan Healthcare Consulting June 2014 - July 2015
Artisan Healthcare Consulting August 2012 - June 2014
Abbott Laboratories May 2011 - August 2011
University of Washington June 2010 - August 2010
Morgan Stanley July 2008 - August 2008
Skills
Matlab, Microsoft Office, AFM, Fortran, French, Mathematica, Database Administration, Chemistry, R&D, Chemical Engineering
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Yale University 2008 — 2012
B.S., Chemical Engineering
Phillips Academy 2004 — 2008
High School Diploma
Artisan Healthcare Consulting June 2014 - July 2015
Artisan Healthcare Consulting August 2012 - June 2014
Abbott Laboratories May 2011 - August 2011
University of Washington June 2010 - August 2010
Morgan Stanley July 2008 - August 2008
Skills
Matlab, Microsoft Office, AFM, Fortran, French, Mathematica, Database Administration, Chemistry, R&D, Chemical Engineering
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
Yale University 2008 — 2012
B.S., Chemical Engineering
Phillips Academy 2004 — 2008
High School Diploma
Jessica Wu's Morgan Stanley Experience 2000 - 2002
Job
Industry Investment Management
Experience
Hall Capital Partners 2007 - 2010
KIPP Foundation 2003 - 2005
Edison Schools 2002 - 2003
Morgan Stanley 2000 - 2002
Skills
Private Equity, Financial Modeling, Valuation, Due Diligence, Investments, Hedge Funds, Financial Analysis, Corporate Finance, Venture Capital, Equities, Alternative Investments, Investment Banking, Asset Managment, Mergers, Investment Management, Emerging Markets, Corporate Development, Business Strategy, Portfolio Management, Finance, Start-ups, Fixed Income, Strategy, Asset Management
Education
Harvard Business School 2005 — 2007
Master of Business Administration (M.B.A.)
Harvard University 1996 — 2000
BA
Phillips Exeter Academy 1992 — 1996
Hall Capital Partners 2007 - 2010
KIPP Foundation 2003 - 2005
Edison Schools 2002 - 2003
Morgan Stanley 2000 - 2002
Skills
Private Equity, Financial Modeling, Valuation, Due Diligence, Investments, Hedge Funds, Financial Analysis, Corporate Finance, Venture Capital, Equities, Alternative Investments, Investment Banking, Asset Managment, Mergers, Investment Management, Emerging Markets, Corporate Development, Business Strategy, Portfolio Management, Finance, Start-ups, Fixed Income, Strategy, Asset Management
Education
Harvard Business School 2005 — 2007
Master of Business Administration (M.B.A.)
Harvard University 1996 — 2000
BA
Phillips Exeter Academy 1992 — 1996
Julio Marquez Julio Marquez's Morgan Stanley Experience June 1985 - August 1988
Job Emerging Markets Finance Specialist
Industry Investment Management
Experience
Wisteria Court LLC January 2015 - Present
Wyndham Global Partners January 2013 - Present
New York School of Finance January 2008 - Present
Nymex Capital June 2014 - Present
Gottbetter Capital Markets, LLC January 2010 - December 2014
The Global Emerging Markets Group (GEM) 2000 - 2012
Violy Byorum & Partners 1997 - 1999
Wasserstein Perella 1992 - 1997
The Citibank Private Bank 1990 - 1992
Morgan Stanley June 1985 - August 1988
Skills
Private Equity, Mergers, Latin America, Series 7, Series 24, Series 63, FINRA, Emerging Markets, Venture Capital, Investment Banking, Valuation, Alternative Investments, Financial Advisory, Hedge Funds, Strategy, Investments, Equities, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Start-ups, Entrepreneurship, Corporate Development, Due Diligence, Corporate Finance
Education
Harvard Business School 1988 — 1990
MBA
University of Pennsylvania 1984 — 1985
MSE
Massachusetts Institute of Technology 1981 — 1984
BSCE
American School Foundation 1965 — 1980
High School
Wisteria Court LLC January 2015 - Present
Wyndham Global Partners January 2013 - Present
New York School of Finance January 2008 - Present
Nymex Capital June 2014 - Present
Gottbetter Capital Markets, LLC January 2010 - December 2014
The Global Emerging Markets Group (GEM) 2000 - 2012
Violy Byorum & Partners 1997 - 1999
Wasserstein Perella 1992 - 1997
The Citibank Private Bank 1990 - 1992
Morgan Stanley June 1985 - August 1988
Skills
Private Equity, Mergers, Latin America, Series 7, Series 24, Series 63, FINRA, Emerging Markets, Venture Capital, Investment Banking, Valuation, Alternative Investments, Financial Advisory, Hedge Funds, Strategy, Investments, Equities, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Start-ups, Entrepreneurship, Corporate Development, Due Diligence, Corporate Finance
Education
Harvard Business School 1988 — 1990
MBA
University of Pennsylvania 1984 — 1985
MSE
Massachusetts Institute of Technology 1981 — 1984
BSCE
American School Foundation 1965 — 1980
High School
Jason Nogueira Jason Nogueira's Morgan Stanley Experience 1996 - 1996
Job Global Equity Associate Portfolio Manager at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price 2010 - Present
T Rowe Price 2004 - 2010
Putnam Investments 2003 - 2004
McKinsey & Company June 2002 - August 2002
J.W. Childs Associates, L.P. 1999 - 2001
Goldman Sachs 1997 - 1999
Morgan Stanley 1996 - 1996
Gillette 1994 - 1996
Skills
Equity Research, Financial Modeling, Valuation, Equity Valuation, Equities, Private Equity, Asset Managment, Investment Management, Portfolio Management, Investments, Bloomberg, Investment Banking, Financial Analysis, Capital Markets, Emerging Markets, Investment Strategies
Education
Harvard Business School 2001 — 2003
MBA
Massachusetts Institute of Technology 1994 — 1997
S.B., Mechanical Engineering
University of Rhode Island
Transferred to MIT
T. Rowe Price 2010 - Present
T Rowe Price 2004 - 2010
Putnam Investments 2003 - 2004
McKinsey & Company June 2002 - August 2002
J.W. Childs Associates, L.P. 1999 - 2001
Goldman Sachs 1997 - 1999
Morgan Stanley 1996 - 1996
Gillette 1994 - 1996
Skills
Equity Research, Financial Modeling, Valuation, Equity Valuation, Equities, Private Equity, Asset Managment, Investment Management, Portfolio Management, Investments, Bloomberg, Investment Banking, Financial Analysis, Capital Markets, Emerging Markets, Investment Strategies
Education
Harvard Business School 2001 — 2003
MBA
Massachusetts Institute of Technology 1994 — 1997
S.B., Mechanical Engineering
University of Rhode Island
Transferred to MIT
Lionel Lynch's Morgan Stanley Experience June 2008 - August 2008
Job Director of New Development and Strategic Planning at Roadside Development
Industry Real Estate
Experience
Roadside Development February 2014 - Present
HR&A Advisors, Inc. September 2011 - February 2014
U.S. Department of Housing and Urban Development November 2010 - September 2011
U. S. Department of Housing and Urban Development July 2009 - November 2010
Morgan Stanley June 2008 - August 2008
HR&A Advisors February 2005 - May 2007
Kushner Companies 2004 - 2005
Easton Associates 2002 - 2004
Education
Harvard Business School 2007 — 2009
MBA
Harvard University 1998 — 2002
AB, Social Studies
Roadside Development February 2014 - Present
HR&A Advisors, Inc. September 2011 - February 2014
U.S. Department of Housing and Urban Development November 2010 - September 2011
U. S. Department of Housing and Urban Development July 2009 - November 2010
Morgan Stanley June 2008 - August 2008
HR&A Advisors February 2005 - May 2007
Kushner Companies 2004 - 2005
Easton Associates 2002 - 2004
Education
Harvard Business School 2007 — 2009
MBA
Harvard University 1998 — 2002
AB, Social Studies
jack risko jack risko's Morgan Stanley Experience 1980 - 1988
Job President and CEO at Windstar Capital Advisors
Industry Financial Services
Experience
AeroTrade Holdings LLC 2010 - Present
Windstar Capital Advisors 1988 - Present
AeroThrust Corporation 2001 - 2010
National Airmotive Corporation 1995 - 1997
First Equity Group 1993 - 1997
Burns Fry Limited 1990 - 1993
BT Securities 1988 - 1990
Morgan Stanley 1980 - 1988
Donaldson, Lufkin & Jenrette 1979 - 1979
Citibank NA 1974 - 1978
Skills
Mergers, Capital, Corporate Finance, Restructuring, IPO, Private Equity, Venture Capital, Debt, Start-ups, Business Strategy, Mergers & Acquisitions, Finance, Due Diligence, Executive Management, Entrepreneurship, Corporate Development, Investments, Financial Modeling, LBO, Investment Banking, Strategy, Business Planning, Financial Advisory, Valuation, Business Development, Management, Leadership, Divestitures, Acquisitions, Emerging Markets, Joint Ventures, Banking, Debt Restructuring, Financial Services, Private Placements, Financial Structuring, Asset Management, M&A experience, Structured Finance, Funding, Capital Markets, Business Valuation, Hedge Funds, Leveraged Finance, Investor Relations, Capital Raising, Acquisition Integration, Alternative Investments, Growth Capital, Project Finance
Education
Harvard Business School 1978 — 1980
MBA, Finance, First year honors; Richard T. Shields Fellowship
Yale University 1969 — 1973
BA, History, the Arts and Letters, cum laude
AeroTrade Holdings LLC 2010 - Present
Windstar Capital Advisors 1988 - Present
AeroThrust Corporation 2001 - 2010
National Airmotive Corporation 1995 - 1997
First Equity Group 1993 - 1997
Burns Fry Limited 1990 - 1993
BT Securities 1988 - 1990
Morgan Stanley 1980 - 1988
Donaldson, Lufkin & Jenrette 1979 - 1979
Citibank NA 1974 - 1978
Skills
Mergers, Capital, Corporate Finance, Restructuring, IPO, Private Equity, Venture Capital, Debt, Start-ups, Business Strategy, Mergers & Acquisitions, Finance, Due Diligence, Executive Management, Entrepreneurship, Corporate Development, Investments, Financial Modeling, LBO, Investment Banking, Strategy, Business Planning, Financial Advisory, Valuation, Business Development, Management, Leadership, Divestitures, Acquisitions, Emerging Markets, Joint Ventures, Banking, Debt Restructuring, Financial Services, Private Placements, Financial Structuring, Asset Management, M&A experience, Structured Finance, Funding, Capital Markets, Business Valuation, Hedge Funds, Leveraged Finance, Investor Relations, Capital Raising, Acquisition Integration, Alternative Investments, Growth Capital, Project Finance
Education
Harvard Business School 1978 — 1980
MBA, Finance, First year honors; Richard T. Shields Fellowship
Yale University 1969 — 1973
BA, History, the Arts and Letters, cum laude
Scott Crawford Newquist Scott Crawford Newquist's Morgan Stanley Experience January 1977 - June 1986
Job CEO, Chairman and President at Aquaback Technologies Inc
Industry Environmental Services
Experience
Aquaback Technologies Inc July 2010 - Present
Perception Advisors, Inc October 1991 - Present
Ice Cold Now, Inc. January 2012 - August 2014
Cambridge Capital January 2011 - December 2011
Veloxco LLC January 2006 - June 2011
Kidder Peabody January 1988 - January 1991
Morgan Stanley January 1977 - June 1986
Skills
Entrepreneur, Change Management, Strategic Financial..., Investments, Private Equity, Mergers, Trading, Mergers & Acquisitions, Investment Banking, Business Strategy, Due Diligence, Venture Capital, Entrepreneurship, Restructuring, Strategy, Corporate Development, Finance, Start-ups, Executive Management
Education
Harvard Business School 1973 — 1975
MBA, Finance, General
Williams College 1966 — 1970
BA, Economics
Edgemont High School 1963 — 1966
High School
Aquaback Technologies Inc July 2010 - Present
Perception Advisors, Inc October 1991 - Present
Ice Cold Now, Inc. January 2012 - August 2014
Cambridge Capital January 2011 - December 2011
Veloxco LLC January 2006 - June 2011
Kidder Peabody January 1988 - January 1991
Morgan Stanley January 1977 - June 1986
Skills
Entrepreneur, Change Management, Strategic Financial..., Investments, Private Equity, Mergers, Trading, Mergers & Acquisitions, Investment Banking, Business Strategy, Due Diligence, Venture Capital, Entrepreneurship, Restructuring, Strategy, Corporate Development, Finance, Start-ups, Executive Management
Education
Harvard Business School 1973 — 1975
MBA, Finance, General
Williams College 1966 — 1970
BA, Economics
Edgemont High School 1963 — 1966
High School
Paula Campbell Roberts Paula Campbell Roberts's Morgan Stanley Experience July 2008 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2008 - Present
Bain & Company 2003 - 2008
KPMG 1998 - 2001
Skills
Financial Services, Management Consulting, Industry Research, Investments, Hedge Funds, Strategy, Analysis, Equity Research, Series 7, Market Research, Executive Management, Business Strategy
Education
Harvard Business School 2001 — 2003
MBA
Yale University 1994 — 1998
BA
National Association for Business Economics
Certificate in Business Applications of Statistics and Data Analytics
National Association for Business Economics
National Association for Business Economics
Morgan Stanley July 2008 - Present
Bain & Company 2003 - 2008
KPMG 1998 - 2001
Skills
Financial Services, Management Consulting, Industry Research, Investments, Hedge Funds, Strategy, Analysis, Equity Research, Series 7, Market Research, Executive Management, Business Strategy
Education
Harvard Business School 2001 — 2003
MBA
Yale University 1994 — 1998
BA
National Association for Business Economics
Certificate in Business Applications of Statistics and Data Analytics
National Association for Business Economics
National Association for Business Economics
Ryan Kauppila's Morgan Stanley Experience June 2000 - July 2004
Job Analyst at Putnam Investments
Industry Financial Services
Experience
Putnam Investments September 2014 - Present
Citi January 2011 - September 2014
Nomura International plc October 2008 - January 2011
Lehman Brothers July 2007 - September 2008
Burlington Capital August 2004 - August 2005
Morgan Stanley June 2000 - July 2004
Education
Harvard Business School 2005 — 2007
Harvard University 1996 — 2000
2000, Economics
Putnam Investments September 2014 - Present
Citi January 2011 - September 2014
Nomura International plc October 2008 - January 2011
Lehman Brothers July 2007 - September 2008
Burlington Capital August 2004 - August 2005
Morgan Stanley June 2000 - July 2004
Education
Harvard Business School 2005 — 2007
Harvard University 1996 — 2000
2000, Economics
Sabrina Chen's Morgan Stanley Experience July 2007 - July 2010
Job Student at Harvard Business School
Industry Financial Services
Experience
Permira Advisers 2012 - 2014
Morgan Stanley July 2007 - July 2010
Skills
Valuation, Finance, Capital Markets, Financial Modeling, Corporate Finance
Education
Harvard Business School 2010 — 2012
Permira Advisers 2012 - 2014
Morgan Stanley July 2007 - July 2010
Skills
Valuation, Finance, Capital Markets, Financial Modeling, Corporate Finance
Education
Harvard Business School 2010 — 2012
James Hoch James Hoch's Morgan Stanley Experience 1982 - 2003
Job Partner, Tailwind Capital
Industry Investment Management
Experience
Tailwind Capital February 2003 - Present
Tailwind Capital Partners 2003 - Present
Morgan Stanley 1982 - 2003
Xtempus 1999 - 2002
Equant 1995 - 2000
Skills
Alternative Investments, Venture Capital, Management, Private Equity, Mergers & Acquisitions, Investments, Telecommunications, Valuation, Corporate Finance, Corporate Development
Education
Harvard Business School 1984 — 1986
MBA, 1986
Williams College 1978 — 1982
BA, Economics
Tailwind Capital February 2003 - Present
Tailwind Capital Partners 2003 - Present
Morgan Stanley 1982 - 2003
Xtempus 1999 - 2002
Equant 1995 - 2000
Skills
Alternative Investments, Venture Capital, Management, Private Equity, Mergers & Acquisitions, Investments, Telecommunications, Valuation, Corporate Finance, Corporate Development
Education
Harvard Business School 1984 — 1986
MBA, 1986
Williams College 1978 — 1982
BA, Economics
Louis Cooper, M.D., MBA, FACEP Louis Cooper, M.D., MBA, FACEP's Morgan Stanley Experience 1988 - 1996
Job Attending Physician, Emergency Department, NY Presbyterian Lower Manhattan Hospital
Industry Medical Practice
Experience
New York Presbyterian Lower Manhattan Hospital, Weill Cornell Medical Center January 2014 - Present
Long Island College Hospital, SUNY Downstate Medical Center July 2011 - May 2014
NYU / Bellevue Hospitals July 2007 - June 2011
Anvil Capital Management 2000 - 2001
Deutsche Bank 1996 - 2000
Morgan Stanley 1988 - 1996
US Navy 1981 - 1986
Skills
Emergency Medicine, Investment Banking, Healthcare, Medicine, Healthcare Management, Hospitals, Healthcare Information..., Clinical Research, Medical Education, Undersea Warfare, Public Health, Internal Medicine, ACLS, EMR, EHR, Board Certified, Surgery, Emergency Room, Critical Care, Informatics, Patient Safety, Epidemiology, Physicians
Education
Joan & Sanford I. Weill Medical College of Cornell University 2003 — 2007
MD, Medicine
Harvard Business School 1986 — 1988
MBA, Business Management
United States Naval Academy 1977 — 1981
BS, Physics, History
Lycee de Sevres 1969 — 1976
New York Presbyterian Lower Manhattan Hospital, Weill Cornell Medical Center January 2014 - Present
Long Island College Hospital, SUNY Downstate Medical Center July 2011 - May 2014
NYU / Bellevue Hospitals July 2007 - June 2011
Anvil Capital Management 2000 - 2001
Deutsche Bank 1996 - 2000
Morgan Stanley 1988 - 1996
US Navy 1981 - 1986
Skills
Emergency Medicine, Investment Banking, Healthcare, Medicine, Healthcare Management, Hospitals, Healthcare Information..., Clinical Research, Medical Education, Undersea Warfare, Public Health, Internal Medicine, ACLS, EMR, EHR, Board Certified, Surgery, Emergency Room, Critical Care, Informatics, Patient Safety, Epidemiology, Physicians
Education
Joan & Sanford I. Weill Medical College of Cornell University 2003 — 2007
MD, Medicine
Harvard Business School 1986 — 1988
MBA, Business Management
United States Naval Academy 1977 — 1981
BS, Physics, History
Lycee de Sevres 1969 — 1976
Julio Siberio Julio Siberio's Morgan Stanley Experience 2011 - 2013
Job Portfolio Manager at PIMCO
Industry Investment Management
Experience
PIMCO September 2013 - Present
Morgan Stanley 2011 - 2013
13th Floor Investments 2009 - 2009
Lehman Brothers 2006 - 2008
Skills
Investment Banking, Portfolio Management, Commercial Real Estate, Loans, Valuation, Securitization, Financial Modeling, Private Equity, Hedge Funds, Asset Management, Strategic Planning, Investments, Corporate Finance, Capital Markets, Fixed Income, Financial Analysis
Education
Harvard Business School 2009 — 2011
Master of Business Administration (M.B.A.)
Northwestern University 2002 — 2006
Bachelor of Arts (B.A.), Economics, Legal Studies
PIMCO September 2013 - Present
Morgan Stanley 2011 - 2013
13th Floor Investments 2009 - 2009
Lehman Brothers 2006 - 2008
Skills
Investment Banking, Portfolio Management, Commercial Real Estate, Loans, Valuation, Securitization, Financial Modeling, Private Equity, Hedge Funds, Asset Management, Strategic Planning, Investments, Corporate Finance, Capital Markets, Fixed Income, Financial Analysis
Education
Harvard Business School 2009 — 2011
Master of Business Administration (M.B.A.)
Northwestern University 2002 — 2006
Bachelor of Arts (B.A.), Economics, Legal Studies
Sarah Gore's Morgan Stanley Experience May 2005 - June 2009
Job Investment Banking Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2011 - Present
Morgan Stanley May 2005 - June 2009
Education
Harvard Business School 2009 — 2011
MBA
Goldman Sachs July 2011 - Present
Morgan Stanley May 2005 - June 2009
Education
Harvard Business School 2009 — 2011
MBA
Mike Lynch Mike Lynch's Morgan Stanley Experience June 2011 - March 2013
Job Vice President at Apax Partners
Industry Venture Capital & Private Equity
Experience
Apax Partners March 2015 - Present
MilitaryToBusiness January 2013 - Present
Anheuser-Busch InBev March 2013 - March 2015
Morgan Stanley June 2011 - March 2013
Morgan Stanley June 2010 - August 2010
U.S. Army 2004 - 2009
Ranger School, Airborne School, Air Assault School, Field Artillery Officer Basic Course 2004 - 2005
Skills
Private Equity, Investments, Private Equity Funding, Venture Capital, Investor Relations, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Leadership, Management, Investment Banking, Military, Coaching, Teamwork, Relationship Building, Early-stage Startups, Consulting, Mergers & Acquisitions, Capital Markets, Finance, Strategy, Analysis, Business Valuation
Education
Harvard Business School 2009 — 2011
MBA
United States Military Academy at West Point 2000 — 2004
B.S., American History
Apax Partners March 2015 - Present
MilitaryToBusiness January 2013 - Present
Anheuser-Busch InBev March 2013 - March 2015
Morgan Stanley June 2011 - March 2013
Morgan Stanley June 2010 - August 2010
U.S. Army 2004 - 2009
Ranger School, Airborne School, Air Assault School, Field Artillery Officer Basic Course 2004 - 2005
Skills
Private Equity, Investments, Private Equity Funding, Venture Capital, Investor Relations, Financial Modeling, Corporate Finance, Valuation, Financial Analysis, Leadership, Management, Investment Banking, Military, Coaching, Teamwork, Relationship Building, Early-stage Startups, Consulting, Mergers & Acquisitions, Capital Markets, Finance, Strategy, Analysis, Business Valuation
Education
Harvard Business School 2009 — 2011
MBA
United States Military Academy at West Point 2000 — 2004
B.S., American History
Richard S. Brail Richard S. Brail's Morgan Stanley Experience 1989 - 2009
Job Managing Director at Peter J. Solomon Company
Industry Banking
Experience
Peter J. Solomon Company February 2009 - Present
Morgan Stanley 1989 - 2009
Education
Harvard Business School 1992 — 1994
MBA, Management
University of Pennsylvania 1985 — 1989
BA, Philosophy
University of Pennsylvania - The Wharton School 1985 — 1989
BS, Economics
Peter J. Solomon Company February 2009 - Present
Morgan Stanley 1989 - 2009
Education
Harvard Business School 1992 — 1994
MBA, Management
University of Pennsylvania 1985 — 1989
BA, Philosophy
University of Pennsylvania - The Wharton School 1985 — 1989
BS, Economics
Jeffrey Zuttah Jeffrey Zuttah's Morgan Stanley Experience 2007 - 2009
Job Fund Partnerships at Artivest
Industry Financial Services
Experience
Artivest 2015 - Present
The Carlyle Group 2011 - 2013
U.S. Department of the Treasury 2009 - 2011
Morgan Stanley 2007 - 2009
Skills
Strategy, Corporate Finance, Mergers & Acquisitions, Valuation, Private Equity, Capital Markets, Strategic Partnerships, Financial & Operational..., Due Diligence, Data Analysis, Financial Institutions, Macroeconomics, Economics, Business Strategy, Entrepreneurship
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.), General Management
Stanford University 2004 — 2007
Bachelor’s Degree, Public Policy
University of Michigan 2003 — 2004
Artivest 2015 - Present
The Carlyle Group 2011 - 2013
U.S. Department of the Treasury 2009 - 2011
Morgan Stanley 2007 - 2009
Skills
Strategy, Corporate Finance, Mergers & Acquisitions, Valuation, Private Equity, Capital Markets, Strategic Partnerships, Financial & Operational..., Due Diligence, Data Analysis, Financial Institutions, Macroeconomics, Economics, Business Strategy, Entrepreneurship
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.), General Management
Stanford University 2004 — 2007
Bachelor’s Degree, Public Policy
University of Michigan 2003 — 2004
Riju Agrawal's Morgan Stanley Experience June 2013 - July 2015
Job Private Equity Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group July 2015 - Present
Morgan Stanley June 2013 - July 2015
Harvard School of Engineering and Applied Sciences January 2010 - May 2013
Morgan Stanley June 2012 - August 2012
The White House May 2011 - August 2011
Aker Solutions June 2010 - August 2010
Jacobs Consultancy January 2009 - May 2009
Skills
Renewable Energy, Matlab, Energy, Entrepreneurship, C, R, Start-ups, AutoCAD, Solidworks, PHP, Microsoft Excel, Java, Financial Modeling, Adobe Photoshop, Abaqus, Financial Analysis, Oil & Gas, Mechanical Engineering
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Harvard University 2009 — 2013
Bachelor of Science (B.S.)
William B. Travis High School 2006 — 2009
The Blackstone Group July 2015 - Present
Morgan Stanley June 2013 - July 2015
Harvard School of Engineering and Applied Sciences January 2010 - May 2013
Morgan Stanley June 2012 - August 2012
The White House May 2011 - August 2011
Aker Solutions June 2010 - August 2010
Jacobs Consultancy January 2009 - May 2009
Skills
Renewable Energy, Matlab, Energy, Entrepreneurship, C, R, Start-ups, AutoCAD, Solidworks, PHP, Microsoft Excel, Java, Financial Modeling, Adobe Photoshop, Abaqus, Financial Analysis, Oil & Gas, Mechanical Engineering
Education
Harvard Business School
Master of Business Administration (M.B.A.)
Harvard University 2009 — 2013
Bachelor of Science (B.S.)
William B. Travis High School 2006 — 2009
Seanna Senior's Morgan Stanley Experience August 2012 - July 2013
Job MBA Candidate at Harvard Business School
Industry Higher Education
Experience
Plusgrade August 2013 - May 2015
Morgan Stanley August 2012 - July 2013
Morgan Stanley June 2010 - August 2012
Allen & Company June 2009 - August 2009
Mexican Embassy May 2007 - July 2007
Skills
Fluent in MS Office..., Proficient in the use..., Fluent in Spanish, Valuation, Investment Banking, Due Diligence, Capital Markets, Financial Modeling, Microsoft Office, Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.), MBA Candidate
University of Pennsylvania 2006 — 2010
BA, Philosophy, Politics, and Economics) and Hispanic Studies
Groton School 2002 — 2006
Plusgrade August 2013 - May 2015
Morgan Stanley August 2012 - July 2013
Morgan Stanley June 2010 - August 2012
Allen & Company June 2009 - August 2009
Mexican Embassy May 2007 - July 2007
Skills
Fluent in MS Office..., Proficient in the use..., Fluent in Spanish, Valuation, Investment Banking, Due Diligence, Capital Markets, Financial Modeling, Microsoft Office, Finance
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.), MBA Candidate
University of Pennsylvania 2006 — 2010
BA, Philosophy, Politics, and Economics) and Hispanic Studies
Groton School 2002 — 2006
Jameson Bundy Jameson Bundy's Morgan Stanley Experience August 2006 - December 2006
Job MBA Candidate at Harvard Business School
Industry Consumer Goods
Experience
HourlyNerd June 2015 - Present
Whirlpool Corporation September 2012 - July 2014
Whirlpool Corporation February 2012 - September 2012
Whirlpool Corporation February 2011 - February 2012
Whirlpool Corporation August 2010 - February 2011
Whirlpool Corporation February 2010 - August 2010
Whirlpool Corporation February 2009 - February 2010
Whirlpool Corporation May 2008 - August 2008
Morgan Stanley August 2006 - December 2006
Skills
SAP, Excel, Manufacturing Operations, Contract Management, Export, Inventory Management, Shipping, Supply Chain Management, Procurement, Cross-functional Team..., Strategic Sourcing, Process Improvement, Supplier Management, Lean Manufacturing, PowerPoint, Supply Management, Warehouse Management, Continuous Improvement, Sourcing, Supply Chain, Manufacturing, Microsoft Excel, Operations Management, Logistics, Supplier Development, Leadership, 5S, Product Development, Strategy
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.), MBA
University of Tennessee-Knoxville - College of Business Administration 2004 — 2008
Logistics, Collateral International Business, Minor in Sports Journalism, Magna Cum Laude
Santa Chiara Study Center 2007 — 2007
International Business
HourlyNerd June 2015 - Present
Whirlpool Corporation September 2012 - July 2014
Whirlpool Corporation February 2012 - September 2012
Whirlpool Corporation February 2011 - February 2012
Whirlpool Corporation August 2010 - February 2011
Whirlpool Corporation February 2010 - August 2010
Whirlpool Corporation February 2009 - February 2010
Whirlpool Corporation May 2008 - August 2008
Morgan Stanley August 2006 - December 2006
Skills
SAP, Excel, Manufacturing Operations, Contract Management, Export, Inventory Management, Shipping, Supply Chain Management, Procurement, Cross-functional Team..., Strategic Sourcing, Process Improvement, Supplier Management, Lean Manufacturing, PowerPoint, Supply Management, Warehouse Management, Continuous Improvement, Sourcing, Supply Chain, Manufacturing, Microsoft Excel, Operations Management, Logistics, Supplier Development, Leadership, 5S, Product Development, Strategy
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.), MBA
University of Tennessee-Knoxville - College of Business Administration 2004 — 2008
Logistics, Collateral International Business, Minor in Sports Journalism, Magna Cum Laude
Santa Chiara Study Center 2007 — 2007
International Business
Rebecca Lien Rebecca Lien's Morgan Stanley Experience September 1993 - March 2000
Job
Industry
Experience
Congregation Rodef Sholom September 2014 - Present
Marin Horizon School July 2014 - Present
JDRF San Francisco July 2007 - June 2009
Robertson Stephens Advisors LLC April 2000 - March 2002
Morgan Stanley September 1993 - March 2000
McKinsey & Company June 1992 - August 1992
PlanEcon June 1990 - July 1991
Morgan Stanley September 1988 - June 1990
Skills
Strategic Planning, Mergers, Financial Analysis, Financial Modeling, Business Strategy, Strategy, Business Development, Research, Sales, Valuation, Investments
Education
Tante Marie Culinary School 2010 — 2011
Harvard Business School 1991 — 1993
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1984 — 1988
Bachelor's Degree, Finance and Accounting
Congregation Rodef Sholom September 2014 - Present
Marin Horizon School July 2014 - Present
JDRF San Francisco July 2007 - June 2009
Robertson Stephens Advisors LLC April 2000 - March 2002
Morgan Stanley September 1993 - March 2000
McKinsey & Company June 1992 - August 1992
PlanEcon June 1990 - July 1991
Morgan Stanley September 1988 - June 1990
Skills
Strategic Planning, Mergers, Financial Analysis, Financial Modeling, Business Strategy, Strategy, Business Development, Research, Sales, Valuation, Investments
Education
Tante Marie Culinary School 2010 — 2011
Harvard Business School 1991 — 1993
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1984 — 1988
Bachelor's Degree, Finance and Accounting
Lynn Thurber Lynn Thurber's Morgan Stanley Experience July 1975 - June 1992
Job Chairman of LaSalle Investment Management
Industry Real Estate
Experience
LaSalle Investment Management January 2007 - Present
Duke Realty Corporation July 2008 - Present
Investa Property Group May 2008 - Present
JLL Income Property Trust November 2011 - Present
ULI (Urban Land Institute) July 2013 - June 2015
LaSalle Investment Management January 1995 - December 2006
Alex Brown Kleinwort Benson Realty Advisors July 1992 - December 1994
Morgan Stanley July 1975 - June 1992
Skills
Asset Management, Due Diligence, Valuation, Private Equity, Investments, Real Estate Economics, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Real Estate Development
Education
Harvard Business School 1973 — 1975
Master of Business Administration (MBA), Finance, General
Wellesley College 1964 — 1968
AB, Mathematics
LaSalle Investment Management January 2007 - Present
Duke Realty Corporation July 2008 - Present
Investa Property Group May 2008 - Present
JLL Income Property Trust November 2011 - Present
ULI (Urban Land Institute) July 2013 - June 2015
LaSalle Investment Management January 1995 - December 2006
Alex Brown Kleinwort Benson Realty Advisors July 1992 - December 1994
Morgan Stanley July 1975 - June 1992
Skills
Asset Management, Due Diligence, Valuation, Private Equity, Investments, Real Estate Economics, Financial Modeling, Portfolio Management, Mergers & Acquisitions, Real Estate Development
Education
Harvard Business School 1973 — 1975
Master of Business Administration (MBA), Finance, General
Wellesley College 1964 — 1968
AB, Mathematics
Marcellus Taylor Marcellus Taylor's Morgan Stanley Experience September 1994 - August 1998
Job Partner at Park Lane Capital Partners
Industry Financial Services
Experience
Park Lane Capital Partners November 2014 - Present
Deutsche Bank Private Equity January 2004 - December 2007
Morgan Stanley September 1994 - August 1998
Morgan Stanley August 1992 - August 1994
Education
Harvard Business School 1995 — 1997
MBA, MBA
Southern Methodist University 1988 — 1992
Bachelor of Business Administration (BBA), Finance
Park Lane Capital Partners November 2014 - Present
Deutsche Bank Private Equity January 2004 - December 2007
Morgan Stanley September 1994 - August 1998
Morgan Stanley August 1992 - August 1994
Education
Harvard Business School 1995 — 1997
MBA, MBA
Southern Methodist University 1988 — 1992
Bachelor of Business Administration (BBA), Finance
Jim McGinnis's Morgan Stanley Experience October 1993 - June 2005
Job Managing Principal at Halcyon Energy Investors, L.P.
Industry Investment Management
Experience
Halcyon Energy Investors, L.P. January 2013 - Present
Harbinger Capital Partners, L.P. May 2008 - January 2013
AIG Financial Products Corp. June 2005 - May 2008
Morgan Stanley October 1993 - June 2005
Goldman Sachs July 1989 - October 1993
PaineWebber 1985 - 1987
Skills
Alternative Investments, Asset Management, Capital Markets, Energy, Equities, Fixed Income, Hedge Funds, High Yield, Investments, Management, Portfolio Management, Private Equity, Special Situations
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA)
Harvard College 1981 — 1985
AB, Government
Halcyon Energy Investors, L.P. January 2013 - Present
Harbinger Capital Partners, L.P. May 2008 - January 2013
AIG Financial Products Corp. June 2005 - May 2008
Morgan Stanley October 1993 - June 2005
Goldman Sachs July 1989 - October 1993
PaineWebber 1985 - 1987
Skills
Alternative Investments, Asset Management, Capital Markets, Energy, Equities, Fixed Income, Hedge Funds, High Yield, Investments, Management, Portfolio Management, Private Equity, Special Situations
Education
Harvard Business School 1987 — 1989
Master of Business Administration (MBA)
Harvard College 1981 — 1985
AB, Government
Megan Fredericks Dubofsky Megan Fredericks Dubofsky's Morgan Stanley Experience June 2000 - April 2002
Job Cofounder at Stylevise
Industry Marketing and Advertising
Experience
Stylevise August 2014 - Present
Egg Strategy July 2007 - May 2013
ducduc llc June 2006 - August 2006
Azimuth Trust May 2002 - April 2005
Morgan Stanley June 2000 - April 2002
Skills
Consumer Behavior, Consumer Insights, Product Innovation, Marketing Research, Market Research, Customer Insight, Brand Architecture, Brand Equity, Consumer Behaviour, Segmentation, Strategic Thinking, Strategy, Brand Management, Analytics, Management, Marketing, Marketing Strategy, Business Strategy, Competitive Analysis, Strategic Planning
Education
Harvard Business School 2005 — 2007
MBA
Williams College 1996 — 2000
BA, Political Economy
Stylevise August 2014 - Present
Egg Strategy July 2007 - May 2013
ducduc llc June 2006 - August 2006
Azimuth Trust May 2002 - April 2005
Morgan Stanley June 2000 - April 2002
Skills
Consumer Behavior, Consumer Insights, Product Innovation, Marketing Research, Market Research, Customer Insight, Brand Architecture, Brand Equity, Consumer Behaviour, Segmentation, Strategic Thinking, Strategy, Brand Management, Analytics, Management, Marketing, Marketing Strategy, Business Strategy, Competitive Analysis, Strategic Planning
Education
Harvard Business School 2005 — 2007
MBA
Williams College 1996 — 2000
BA, Political Economy
John Neary John Neary's Morgan Stanley Experience January 2006 - January 2013
Job Founder at 3000Kings LLC
Industry Financial Services
Experience
3000Kings LLC April 2013 - Present
Morgan Stanley January 2006 - January 2013
Goldman Sachs June 1992 - January 2006
Skills
Volatility, Equities, Trading, Derivatives, Trading Systems, Management, Asset Management, Series 7, Investment Banking, Equity Derivatives, Alternative Investments, Investments, Portfolio Management, Bloomberg, Securities, Equity Trading, Private Equity, Options, Financial Services, Structured Products
Education
Harvard Business School 1995 — 1997
Master of Business Administration (MBA)
Yale University 1987 — 1991
BA, History and Economics
Fordham Preparatory School 1983 — 1987
3000Kings LLC April 2013 - Present
Morgan Stanley January 2006 - January 2013
Goldman Sachs June 1992 - January 2006
Skills
Volatility, Equities, Trading, Derivatives, Trading Systems, Management, Asset Management, Series 7, Investment Banking, Equity Derivatives, Alternative Investments, Investments, Portfolio Management, Bloomberg, Securities, Equity Trading, Private Equity, Options, Financial Services, Structured Products
Education
Harvard Business School 1995 — 1997
Master of Business Administration (MBA)
Yale University 1987 — 1991
BA, History and Economics
Fordham Preparatory School 1983 — 1987
Sam Miller's Morgan Stanley Experience March 2010 - January 2012
Job Searching for Top Talent at JNB Professional Services
Industry Staffing and Recruiting
Experience
JNB Professional Services February 2007 - Present
Morgan Stanley March 2010 - January 2012
Skills
Business Strategy, Business Process, Human Resources
Education
Harvard Business School 2002 — 2006
Master of Business Administration (MBA), Human Resources Management and Services
JNB Professional Services February 2007 - Present
Morgan Stanley March 2010 - January 2012
Skills
Business Strategy, Business Process, Human Resources
Education
Harvard Business School 2002 — 2006
Master of Business Administration (MBA), Human Resources Management and Services
Nadia Batchelor Nadia Batchelor's Morgan Stanley Experience August 2007 - April 2013
Job Head of Corporate Access, US at Jefferies
Industry Financial Services
Experience
Jefferies LLC May 2014 - Present
Jefferies LLC July 2013 - May 2014
MORGAN STANLEY August 2007 - April 2013
Morgan Stanley- Private Wealth Management June 2006 - August 2006
American Express October 2004 - June 2005
American Express- Global Corporate Services August 2003 - October 2004
JPMorgan June 2001 - August 2003
JPMorgan- Investment Banking- Industrials May 2000 - August 2000
Education
Harvard Business School 2005 — 2007
MBA
University of Pennsylvania - The Wharton School 1997 — 2001
BS
Jefferies LLC May 2014 - Present
Jefferies LLC July 2013 - May 2014
MORGAN STANLEY August 2007 - April 2013
Morgan Stanley- Private Wealth Management June 2006 - August 2006
American Express October 2004 - June 2005
American Express- Global Corporate Services August 2003 - October 2004
JPMorgan June 2001 - August 2003
JPMorgan- Investment Banking- Industrials May 2000 - August 2000
Education
Harvard Business School 2005 — 2007
MBA
University of Pennsylvania - The Wharton School 1997 — 2001
BS
Kimberly Greenberger Kimberly Greenberger's Morgan Stanley Experience September 2010 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2010 - Present
Citigroup July 2004 - August 2010
Lehman Brothers 2002 - 2004
Credit Suisse 1999 - 2002
Education
Harvard Business School 1998 — 1999
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1987 — 1991
BS, Business
Morgan Stanley September 2010 - Present
Citigroup July 2004 - August 2010
Lehman Brothers 2002 - 2004
Credit Suisse 1999 - 2002
Education
Harvard Business School 1998 — 1999
MBA, Finance
University of Colorado Boulder - Leeds School of Business 1987 — 1991
BS, Business
Leonard Marcovitch Leonard Marcovitch's Morgan Stanley Experience 1984 - 1986
Job President at White Wave Sportswear Inc.
Industry Apparel & Fashion
Experience
White wave sportswear inc. PresidentWhite Wave Sportswear Inc.June 1988 - Present
O'Neill 1991 - 2010
morgan stanley 1984 - 1986
Skills
Footwear, Sportswear, Apparel, Fashion, Trend, Sporting Goods, Textiles, Private Label, Wholesale, Trend Analysis, Marketing Strategy
Education
Harvard Business School 1986 — 1988
University of Pennsylvania - The Wharton School 1981 — 1984
Bsc, economics
White wave sportswear inc. PresidentWhite Wave Sportswear Inc.June 1988 - Present
O'Neill 1991 - 2010
morgan stanley 1984 - 1986
Skills
Footwear, Sportswear, Apparel, Fashion, Trend, Sporting Goods, Textiles, Private Label, Wholesale, Trend Analysis, Marketing Strategy
Education
Harvard Business School 1986 — 1988
University of Pennsylvania - The Wharton School 1981 — 1984
Bsc, economics
Jennifer Mogck Jennifer Mogck's Morgan Stanley Experience July 1986 - June 1988
Job Experienced Wealth Advisor at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs August 1994 - Present
The Eagle's Eye 1991 - 1994
Hermes 1990 - 1990
Morgan Stanley July 1986 - June 1988
Education
Harvard Business School
Master of Business Administration (MBA)
Yale University
Bachelor of Arts (BA), Economics
Goldman Sachs August 1994 - Present
The Eagle's Eye 1991 - 1994
Hermes 1990 - 1990
Morgan Stanley July 1986 - June 1988
Education
Harvard Business School
Master of Business Administration (MBA)
Yale University
Bachelor of Arts (BA), Economics
Ian Gow Ian Gow's Morgan Stanley Experience 2004 - 2006
Job Assistant Professor at Harvard Business School
Industry Higher Education
Experience
Harvard Business School July 2011 - Present
Kellogg School of Management July 2009 - June 2011
Morgan Stanley 2004 - 2006
Morgan Stanley January 2004 - September 2004
General Motors Corporation August 2002 - December 2003
Stern Stewart July 1997 - July 2002
Andersen Consulting 1995 - 1996
Dymocks 1990 - 1994
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Business Strategy, Strategy, Mergers & Acquisitions, Finance, Management Consulting, Strategic Planning, Capital Markets, Data Analysis, Management, Analysis, Entrepreneurship, Private Equity
Education
Stanford University 2004 — 2009
PhD, Business Administration
Harvard Business School 2001 — 2002
MBA
Harvard Business School July 2011 - Present
Kellogg School of Management July 2009 - June 2011
Morgan Stanley 2004 - 2006
Morgan Stanley January 2004 - September 2004
General Motors Corporation August 2002 - December 2003
Stern Stewart July 1997 - July 2002
Andersen Consulting 1995 - 1996
Dymocks 1990 - 1994
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Business Strategy, Strategy, Mergers & Acquisitions, Finance, Management Consulting, Strategic Planning, Capital Markets, Data Analysis, Management, Analysis, Entrepreneurship, Private Equity
Education
Stanford University 2004 — 2009
PhD, Business Administration
Harvard Business School 2001 — 2002
MBA
Michael H. Jones Michael H. Jones's Morgan Stanley Experience January 2013 - June 2014
Job Vice President at Corbel Structured Equity Partners
Industry Investment Management
Experience
Corbel Structured Equity Partners June 2014 - Present
Morgan Stanley January 2013 - June 2014
Morgan Stanley August 2009 - December 2012
United Nations August 2005 - May 2007
Skills
Mergers & Acquisitions, Investment Banking, Financial Modeling, Valuation, Private Equity, Corporate Finance, Emerging Markets, Equities, Corporate Development, Venture Capital, Due Diligence, Investments, Entrepreneurship, Project Management, Management
Education
Harvard Business School 2007 — 2009
MBA
University of California, Berkeley 2001 — 2005
B.A., Economics
Corbel Structured Equity Partners June 2014 - Present
Morgan Stanley January 2013 - June 2014
Morgan Stanley August 2009 - December 2012
United Nations August 2005 - May 2007
Skills
Mergers & Acquisitions, Investment Banking, Financial Modeling, Valuation, Private Equity, Corporate Finance, Emerging Markets, Equities, Corporate Development, Venture Capital, Due Diligence, Investments, Entrepreneurship, Project Management, Management
Education
Harvard Business School 2007 — 2009
MBA
University of California, Berkeley 2001 — 2005
B.A., Economics
Neda Daneshzadeh Neda Daneshzadeh's Morgan Stanley Experience July 1996 - July 1999
Job Partner at Catterton Private Equity Fund Focused on Consumer and Retail
Industry Venture Capital & Private Equity
Experience
Catterton July 2005 - Present
Bed Bath & Beyond October 2003 - June 2005
McKinsey & Company September 2001 - October 2003
Morgan Stanley July 1996 - July 1999
Skills
Luxury Goods, Brand Management, Mergers & Acquisitions, Retail, Mergers, Investments, New Business Development, Strategy, Management, Private Equity, Marketing, E-commerce, Consumer Products, Corporate Development, Finance, Venture Capital, Product Development, Leveraged Finance
Education
Harvard Business School 1999 — 2001
MBA
Cambridge University 1993 — 1996
MA, Economics
Catterton July 2005 - Present
Bed Bath & Beyond October 2003 - June 2005
McKinsey & Company September 2001 - October 2003
Morgan Stanley July 1996 - July 1999
Skills
Luxury Goods, Brand Management, Mergers & Acquisitions, Retail, Mergers, Investments, New Business Development, Strategy, Management, Private Equity, Marketing, E-commerce, Consumer Products, Corporate Development, Finance, Venture Capital, Product Development, Leveraged Finance
Education
Harvard Business School 1999 — 2001
MBA
Cambridge University 1993 — 1996
MA, Economics
Marc Metakis's Morgan Stanley Experience August 2001 - July 2002
Job McKinsey Academy
Industry Management Consulting
Experience
McKinsey & Company May 2013 - Present
McKinsey & Company January 2010 - April 2013
McKinsey & Company June 2006 - December 2009
Scout Capital November 2004 - October 2005
JD Capital Management June 2003 - August 2003
Morgan Stanley August 2001 - July 2002
Morgan Stanley July 1999 - July 2001
Skills
Strategic Planning, Business Strategy, Go-to-market Strategy, Pricing Strategy, Management Consulting, Investment Banking, Hedge Funds, Capital Markets, Corporate Finance, Financial Modeling, Valuation, Due Diligence, Corporate Development, Mergers & Acquisitions, Entrepreneurship, Analytics, Acquisition Integration, Equities, M&A experience, Financial Analysis, IPO, Strategy, Start-ups, Business Development, Venture Capital, Management, Economics, LBO, Investments, Executive Management, Market Entry, Financial Services, Private Equity, Analysis, Strategic Consulting, Emerging Markets, Competitive Analysis, Portfolio Management, Restructuring, Derivatives, Structured Finance, Business Valuation, Leveraged Finance, Equity Research, Alternative Investments, Asset Management, Investment Management, Growth Strategies, Investor Relations, Quantitative Analytics
Education
Harvard Business School 2002 — 2004
MBA
Harvard College 1995 — 1999
AB, Economics
Stuyvesant High School 1988 — 1995
McKinsey & Company May 2013 - Present
McKinsey & Company January 2010 - April 2013
McKinsey & Company June 2006 - December 2009
Scout Capital November 2004 - October 2005
JD Capital Management June 2003 - August 2003
Morgan Stanley August 2001 - July 2002
Morgan Stanley July 1999 - July 2001
Skills
Strategic Planning, Business Strategy, Go-to-market Strategy, Pricing Strategy, Management Consulting, Investment Banking, Hedge Funds, Capital Markets, Corporate Finance, Financial Modeling, Valuation, Due Diligence, Corporate Development, Mergers & Acquisitions, Entrepreneurship, Analytics, Acquisition Integration, Equities, M&A experience, Financial Analysis, IPO, Strategy, Start-ups, Business Development, Venture Capital, Management, Economics, LBO, Investments, Executive Management, Market Entry, Financial Services, Private Equity, Analysis, Strategic Consulting, Emerging Markets, Competitive Analysis, Portfolio Management, Restructuring, Derivatives, Structured Finance, Business Valuation, Leveraged Finance, Equity Research, Alternative Investments, Asset Management, Investment Management, Growth Strategies, Investor Relations, Quantitative Analytics
Education
Harvard Business School 2002 — 2004
MBA
Harvard College 1995 — 1999
AB, Economics
Stuyvesant High School 1988 — 1995
Josh Goldstein's Morgan Stanley Experience June 2007 - August 2009
Job Senior Vice President, Finance & Capital Markets at Recurrent Energy
Industry Renewables & Environment
Experience
Recurrent Energy February 2015 - Present
Recurrent Energy May 2013 - February 2015
Recurrent Energy July 2012 - May 2013
Recurrent Energy March 2011 - July 2012
Recurrent Energy August 2009 - March 2011
Morgan Stanley June 2007 - August 2009
The Trust for Public Land 2001 - 2005
Skills
Project Finance, Financial Structuring, Mergers, Asset Portfolio Sales, Contract Negotiation, Debt, Due Diligence, Corporate Finance, Financial Analysis, Energy, Renewable Energy, Business Strategy, Transaction execution, Financial Modeling, Mergers & Acquisitions
Education
Harvard Business School 2005 — 2007
MBA
University of Michigan 1995 — 1999
1999, Economics and Accounting
Livingston High School 1991 — 1995
Recurrent Energy February 2015 - Present
Recurrent Energy May 2013 - February 2015
Recurrent Energy July 2012 - May 2013
Recurrent Energy March 2011 - July 2012
Recurrent Energy August 2009 - March 2011
Morgan Stanley June 2007 - August 2009
The Trust for Public Land 2001 - 2005
Skills
Project Finance, Financial Structuring, Mergers, Asset Portfolio Sales, Contract Negotiation, Debt, Due Diligence, Corporate Finance, Financial Analysis, Energy, Renewable Energy, Business Strategy, Transaction execution, Financial Modeling, Mergers & Acquisitions
Education
Harvard Business School 2005 — 2007
MBA
University of Michigan 1995 — 1999
1999, Economics and Accounting
Livingston High School 1991 — 1995
Romy Coquillette's Morgan Stanley Experience 1996 - 2007
Job Consultant
Industry Investment Banking
Experience
Morgan Stanley 1996 - 2007
Cushman & Wakefield 1992 - 1994
Education
Harvard Business School 1994 — 1996
MBA
University of Pennsylvania 1985 — 1989
Morgan Stanley 1996 - 2007
Cushman & Wakefield 1992 - 1994
Education
Harvard Business School 1994 — 1996
MBA
University of Pennsylvania 1985 — 1989
Nike Lawrence's Morgan Stanley Experience January 2011 - April 2011
Job MBA Candidate at Harvard Business School
Industry Higher Education
Experience
Harvard Business School August 2012 - Present
Acumen Fund March 2012 - August 2012
Deutsche Bank May 2011 - February 2012
Morgan Stanley January 2011 - April 2011
Morgan Stanley August 2008 - December 2010
Morgan Stanley July 2006 - July 2008
Skills
Hedge Funds, Strategy, Corporate Development, Financial Services, Start-ups, Credit Derivatives, Investment Management, Management Consulting, Business Development, Consulting
Education
Harvard Business School 2012 — 2014
Princeton University 2002 — 2006
Bachelor of Engineering (B.Eng.), Operations Research
Harvard Business School August 2012 - Present
Acumen Fund March 2012 - August 2012
Deutsche Bank May 2011 - February 2012
Morgan Stanley January 2011 - April 2011
Morgan Stanley August 2008 - December 2010
Morgan Stanley July 2006 - July 2008
Skills
Hedge Funds, Strategy, Corporate Development, Financial Services, Start-ups, Credit Derivatives, Investment Management, Management Consulting, Business Development, Consulting
Education
Harvard Business School 2012 — 2014
Princeton University 2002 — 2006
Bachelor of Engineering (B.Eng.), Operations Research
Michael Diverio's Morgan Stanley Experience 2005 - 2007
Job Investment Professional
Industry Investment Management
Experience
Littlejohn & Co July 2013 - Present
Court Square Capital Partners 2007 - 2011
Morgan Stanley 2005 - 2007
Skills
Financial Modeling, Asset Management, Valuation, Investments, Private Equity, Equities, Corporate Finance, Investment Banking, Corporate Development, Venture Capital
Education
Harvard Business School 2011 — 2013
Master in Business Administration (MBA)
Washington and Lee University 2001 — 2005
Bachelor of Science (BSc), Business Administration
Littlejohn & Co July 2013 - Present
Court Square Capital Partners 2007 - 2011
Morgan Stanley 2005 - 2007
Skills
Financial Modeling, Asset Management, Valuation, Investments, Private Equity, Equities, Corporate Finance, Investment Banking, Corporate Development, Venture Capital
Education
Harvard Business School 2011 — 2013
Master in Business Administration (MBA)
Washington and Lee University 2001 — 2005
Bachelor of Science (BSc), Business Administration
Michael Shen's Morgan Stanley Experience 2009 - 2009
Job Student at Harvard Business School
Industry Venture Capital & Private Equity
Experience
Warburg Pincus August 2012 - July 2014
Evercore June 2010 - May 2012
Morgan Stanley 2009 - 2009
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania 2006 — 2010
B.S. Engineering, B.S. Economics, Finance, Materials Science & Engineering, Mathematics
Warburg Pincus August 2012 - July 2014
Evercore June 2010 - May 2012
Morgan Stanley 2009 - 2009
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA)
University of Pennsylvania 2006 — 2010
B.S. Engineering, B.S. Economics, Finance, Materials Science & Engineering, Mathematics
Julie Rubinstein's Morgan Stanley Experience August 1993 - May 1995
Job EVP of Corporate and Business Development, Adaptive Biotechnologies
Industry Pharmaceuticals
Experience
Adaptive Biotechnologies May 2011 - Present
The Valerie Fund 2003 - Present
Pfizer January 2010 - August 2010
Pfizer Pharmaceuticals 2003 - 2009
Pfizer Pharmaceuticals 2001 - 2003
Johnson & Johnson June 1999 - August 2001
Collegiate Health Care May 1995 - May 1997
Morgan Stanley August 1993 - May 1995
Skills
Pharmaceutical Industry, Oncology, Biotechnology, Clinical Development, Lifesciences, Product Launch, Clinical Trials, Commercialization, Cross-functional Team..., Pharmaceutical Sales, Biopharmaceuticals, Hematology, Global Marketing, Strategic Planning, Infectious Diseases, Business Development, Drug Development, Medical Devices
Education
Harvard Business School 1997 — 1999
HBS, MBA
University of Pennsylvania 1989 — 1993
BA, Communications, French Minor
University of Pennsylvania - The Wharton School 1989 — 1993
BSE, International Management
Millburn High School
Adaptive Biotechnologies May 2011 - Present
The Valerie Fund 2003 - Present
Pfizer January 2010 - August 2010
Pfizer Pharmaceuticals 2003 - 2009
Pfizer Pharmaceuticals 2001 - 2003
Johnson & Johnson June 1999 - August 2001
Collegiate Health Care May 1995 - May 1997
Morgan Stanley August 1993 - May 1995
Skills
Pharmaceutical Industry, Oncology, Biotechnology, Clinical Development, Lifesciences, Product Launch, Clinical Trials, Commercialization, Cross-functional Team..., Pharmaceutical Sales, Biopharmaceuticals, Hematology, Global Marketing, Strategic Planning, Infectious Diseases, Business Development, Drug Development, Medical Devices
Education
Harvard Business School 1997 — 1999
HBS, MBA
University of Pennsylvania 1989 — 1993
BA, Communications, French Minor
University of Pennsylvania - The Wharton School 1989 — 1993
BSE, International Management
Millburn High School
Ness Okonkwo's Morgan Stanley Experience 2010 - 2012
Job Director at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch 2012 - Present
Morgan Stanley 2010 - 2012
Citi Private Bank 2005 - 2010
Education
Harvard Business School 1999 — 2001
MBA
University of California, Los Angeles 1992 — 1995
BA, International Economics
Merrill Lynch 2012 - Present
Morgan Stanley 2010 - 2012
Citi Private Bank 2005 - 2010
Education
Harvard Business School 1999 — 2001
MBA
University of California, Los Angeles 1992 — 1995
BA, International Economics
Mark First's Morgan Stanley Experience 1987 - 1994
Job Managing Director at Eos Partners
Industry Investment Management
Experience
Eos Partners 1994 - Present
Morgan Stanley 1987 - 1994
Skills
Portfolio Management, Equities, Private Equity, Business Strategy, Investments, Valuation, Strategic Planning, Hedge Funds, Strategy, Alternative Investments
Education
Harvard Business School 1989 — 1991
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1983 — 1987
Bachelor of Science (BS)
Eos Partners 1994 - Present
Morgan Stanley 1987 - 1994
Skills
Portfolio Management, Equities, Private Equity, Business Strategy, Investments, Valuation, Strategic Planning, Hedge Funds, Strategy, Alternative Investments
Education
Harvard Business School 1989 — 1991
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1983 — 1987
Bachelor of Science (BS)
Robert M. Goldman, CFA's Morgan Stanley Experience 1988 - 1993
Job Middle School Advanced Math Teacher at St. Paul School
Industry Education Management
Experience
St. Paul School 2015 - Present
Scholar Academies 2014 - 2015
U.S.-Based Investment Firms 2002 - 2014
Credit Agricole 2000 - 2002
BNP Paribas 1998 - 2000
Citi 1993 - 1998
Morgan Stanley 1988 - 1993
William Blair & Company 1987 - 1988
Baxter International Inc. 1984 - 1987
Skills
Investment Banking, Equities, Emerging Markets, Capital Markets, Private Equity, Hedge Funds, Equity Research, Valuation, Asset Managment, Investments, Financial Modeling, Mergers, Portfolio Management, Series 7, Securities, Venture Capital, Trading, Financial Analysis, Due Diligence, Bloomberg, Fixed Income
Education
Harvard Business School
MBA
Rensselaer Polytechnic Institute
BS, Chemical Engineering
St. Paul School 2015 - Present
Scholar Academies 2014 - 2015
U.S.-Based Investment Firms 2002 - 2014
Credit Agricole 2000 - 2002
BNP Paribas 1998 - 2000
Citi 1993 - 1998
Morgan Stanley 1988 - 1993
William Blair & Company 1987 - 1988
Baxter International Inc. 1984 - 1987
Skills
Investment Banking, Equities, Emerging Markets, Capital Markets, Private Equity, Hedge Funds, Equity Research, Valuation, Asset Managment, Investments, Financial Modeling, Mergers, Portfolio Management, Series 7, Securities, Venture Capital, Trading, Financial Analysis, Due Diligence, Bloomberg, Fixed Income
Education
Harvard Business School
MBA
Rensselaer Polytechnic Institute
BS, Chemical Engineering
Megan Austin Karlen's Morgan Stanley Experience 2001 - 2003
Job VP Business Development at Radius
Industry Internet
Experience
Radius Intelligence 2014 - Present
CardSpring 2012 - 2014
Castle Harlan 2007 - 2011
Gleacher Mezzanine 2003 - 2005
Morgan Stanley 2001 - 2003
Skills
Private Equity, Investment Banking, Valuation, Corporate Partnership..., Business Development, Mergers & Acquisitions, Corporate Development, Financial Modeling, Due Diligence, Venture Capital, Start-ups, M&A experience
Education
Harvard Business School
MBA
Harvard University
AB, Economics
Phillips Exeter Academy
Radius Intelligence 2014 - Present
CardSpring 2012 - 2014
Castle Harlan 2007 - 2011
Gleacher Mezzanine 2003 - 2005
Morgan Stanley 2001 - 2003
Skills
Private Equity, Investment Banking, Valuation, Corporate Partnership..., Business Development, Mergers & Acquisitions, Corporate Development, Financial Modeling, Due Diligence, Venture Capital, Start-ups, M&A experience
Education
Harvard Business School
MBA
Harvard University
AB, Economics
Phillips Exeter Academy
Jorge Conde's Morgan Stanley Experience 2000 - 2003
Job Chief Financial Officer | Chief Product Officer at Syros Pharmaceuticals
Industry Biotechnology
Experience
Syros Pharmaceuticals June 2014 - Present
Knome, Inc. October 2007 - Present
MedImmune June 2006 - October 2007
Flagship Ventures 2005 - 2005
Sirtris Pharmaceuticals 2005 - 2005
Helicos BioSciences 2004 - 2005
Codon Devices 2004 - 2004
Morgan Stanley 2000 - 2003
Skills
Biotechnology, Lifesciences, Business Development, Medical Devices, Start-ups, Bioinformatics, R, Entrepreneurship, Strategy, Market Research, Genomics, Venture Capital, Data Mining, Technology Transfer, Computational Biology, Product Management, Due Diligence, Genetics, Corporate Development, Life Sciences
Education
Harvard Business School 2003 — 2005
Master of Business Administration (MBA)
Massachusetts Institute of Technology
Master of Science (MS), HST
The Johns Hopkins University
Bachelor of Arts (BA), Biology
Syros Pharmaceuticals June 2014 - Present
Knome, Inc. October 2007 - Present
MedImmune June 2006 - October 2007
Flagship Ventures 2005 - 2005
Sirtris Pharmaceuticals 2005 - 2005
Helicos BioSciences 2004 - 2005
Codon Devices 2004 - 2004
Morgan Stanley 2000 - 2003
Skills
Biotechnology, Lifesciences, Business Development, Medical Devices, Start-ups, Bioinformatics, R, Entrepreneurship, Strategy, Market Research, Genomics, Venture Capital, Data Mining, Technology Transfer, Computational Biology, Product Management, Due Diligence, Genetics, Corporate Development, Life Sciences
Education
Harvard Business School 2003 — 2005
Master of Business Administration (MBA)
Massachusetts Institute of Technology
Master of Science (MS), HST
The Johns Hopkins University
Bachelor of Arts (BA), Biology
Sabeen Mian's Morgan Stanley Experience June 2002 - April 2004
Job Head of Brand Partnerships & Merchandising at ipsy
Industry Retail
Experience
ipsy October 2014 - Present
Amazon July 2012 - October 2014
Bloomingdale's December 2010 - July 2012
Bloomingdales November 2009 - December 2010
Bloomingdale's August 2008 - November 2009
Barclays Capital July 2005 - August 2006
Deutsche Bank April 2004 - July 2005
Morgan Stanley June 2002 - April 2004
Skills
Inventory Management, Retail, Trend Analysis, Merchandising, Open to Buy Management, CPFR, Trend, Merchandise Planning, Apparel, Inforem, Assortment, Asset Allocation, Microsoft Excel, Fashion Buying, Retail Buying, Multi-channel Retail
Education
Harvard Business School 2006 — 2008
MBA, General Management
Duke University 1998 — 2002
BA, Economics/ Public Policy
ipsy October 2014 - Present
Amazon July 2012 - October 2014
Bloomingdale's December 2010 - July 2012
Bloomingdales November 2009 - December 2010
Bloomingdale's August 2008 - November 2009
Barclays Capital July 2005 - August 2006
Deutsche Bank April 2004 - July 2005
Morgan Stanley June 2002 - April 2004
Skills
Inventory Management, Retail, Trend Analysis, Merchandising, Open to Buy Management, CPFR, Trend, Merchandise Planning, Apparel, Inforem, Assortment, Asset Allocation, Microsoft Excel, Fashion Buying, Retail Buying, Multi-channel Retail
Education
Harvard Business School 2006 — 2008
MBA, General Management
Duke University 1998 — 2002
BA, Economics/ Public Policy
Lavanya Balakrishnan's Morgan Stanley Experience January 2013 - Present
Job Vice President, Investment Banking, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley August 2009 - December 2012
Warburg Pincus June 2008 - August 2008
Morgan Stanley July 2004 - July 2007
Education
Harvard Business School 2007 — 2009
MBA
Smith College 2000 — 2004
Bachelor of Arts, cum laude, Economics
Morgan Stanley January 2013 - Present
Morgan Stanley August 2009 - December 2012
Warburg Pincus June 2008 - August 2008
Morgan Stanley July 2004 - July 2007
Education
Harvard Business School 2007 — 2009
MBA
Smith College 2000 — 2004
Bachelor of Arts, cum laude, Economics
Jane Levy Vance's Morgan Stanley Experience July 2008 - July 2010
Job Associate at Brookside Capital
Industry Investment Management
Experience
Brookside Capital August 2015 - Present
Brookside Capital June 2014 - August 2014
Berkshire Partners September 2012 - August 2013
Berkshire Partners August 2010 - September 2012
Morgan Stanley July 2008 - July 2010
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Yale University 2004 — 2008
BA, Economics
Brookside Capital August 2015 - Present
Brookside Capital June 2014 - August 2014
Berkshire Partners September 2012 - August 2013
Berkshire Partners August 2010 - September 2012
Morgan Stanley July 2008 - July 2010
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Yale University 2004 — 2008
BA, Economics
Michael Buckjune's Morgan Stanley Experience August 1997 - May 2000
Job Managing Director at Macro Risk Advisors
Industry Financial Services
Experience
Macro Risk Advisors January 2011 - Present
Fortress Investment Group April 2006 - April 2010
Cramer Berkowitz May 2000 - March 2006
Morgan Stanley August 1997 - May 2000
JP Morgan August 1992 - January 1996
Skills
Hedge Funds, Derivatives, Equities, Trading, Fixed Income, Alternative Investments, Capital Markets, Bloomberg, Asset Management, Investments, Portfolio Management, Options, Financial Markets, Securities, Series 7, Trading Systems, Equity Derivatives, Emerging Markets, Electronic Trading, Risk Management, Equity Trading, Bonds, Structured Products, Finance, Management, Investment Strategies, Financial Analysis, FX Options
Education
Harvard Business School 1995 — 1997
Lowell High School
Syracuse University
Macro Risk Advisors January 2011 - Present
Fortress Investment Group April 2006 - April 2010
Cramer Berkowitz May 2000 - March 2006
Morgan Stanley August 1997 - May 2000
JP Morgan August 1992 - January 1996
Skills
Hedge Funds, Derivatives, Equities, Trading, Fixed Income, Alternative Investments, Capital Markets, Bloomberg, Asset Management, Investments, Portfolio Management, Options, Financial Markets, Securities, Series 7, Trading Systems, Equity Derivatives, Emerging Markets, Electronic Trading, Risk Management, Equity Trading, Bonds, Structured Products, Finance, Management, Investment Strategies, Financial Analysis, FX Options
Education
Harvard Business School 1995 — 1997
Lowell High School
Syracuse University
Richard Taylor's Morgan Stanley Experience 1992 - 2000
Job VP, Client Portfolio Manager at American Century Investments
Industry Investment Management
Experience
American Century Investments 2001 - Present
Visible Markets 2000 - 2001
Morgan Stanley 1992 - 2000
First Boston Corporation 1986 - 1992
Hewlett-Packard 1984 - 1985
Hewlett-Packard 1982 - 1984
Skills
Mutual Funds, Asset Allocation, Series 63, Series 7, Investments, Investment Strategies, Investment Management, Alternative Investments, Fixed Income, Series 6, Equities, Portfolio Management, 401k, Hedge Funds
Education
Harvard Business School 1985 — 1987
Master of Business Administration (MBA)
Stanford University 1977 — 1982
Bachelor of Science (B.S.), Industrial Engineering
Horace Greeley High School 1973 — 1977
American Century Investments 2001 - Present
Visible Markets 2000 - 2001
Morgan Stanley 1992 - 2000
First Boston Corporation 1986 - 1992
Hewlett-Packard 1984 - 1985
Hewlett-Packard 1982 - 1984
Skills
Mutual Funds, Asset Allocation, Series 63, Series 7, Investments, Investment Strategies, Investment Management, Alternative Investments, Fixed Income, Series 6, Equities, Portfolio Management, 401k, Hedge Funds
Education
Harvard Business School 1985 — 1987
Master of Business Administration (MBA)
Stanford University 1977 — 1982
Bachelor of Science (B.S.), Industrial Engineering
Horace Greeley High School 1973 — 1977
Richard Pivirotto's Morgan Stanley Experience April 1995 - April 2008
Job Investor Relations and Business Development
Industry Investment Management
Experience
Solar Capital Ltd October 2011 - Present
Magnetar Capital June 2008 - April 2011
Morgan Stanley April 1995 - April 2008
Westmoreland Coal Company 1977 - 1983
Skills
Fund Of Funds, Series 7, Securities, Investment Strategies, Due Diligence, Start-ups, Mutual Funds, Leveraged Finance, Wealth Management
Education
Harvard Business School 1983 — 1985
MBA, Finance
Princeton University 1973 — 1977
AB, History
Solar Capital Ltd October 2011 - Present
Magnetar Capital June 2008 - April 2011
Morgan Stanley April 1995 - April 2008
Westmoreland Coal Company 1977 - 1983
Skills
Fund Of Funds, Series 7, Securities, Investment Strategies, Due Diligence, Start-ups, Mutual Funds, Leveraged Finance, Wealth Management
Education
Harvard Business School 1983 — 1985
MBA, Finance
Princeton University 1973 — 1977
AB, History
Mary Anne Citrino's Morgan Stanley Experience 1986 - 2004
Job Senior Managing Director at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group DirectorHealth Net2009 - Present
Dollar Tree Stores 2005 - Present
Morgan Stanley 1986 - 2004
Morgan Stanley 1982 - 1984
Skills
Financial Modeling, Due Diligence, Mergers, Mergers & Acquisitions, Management, Private Equity, Valuation
Education
Harvard Business School 1984 — 1986
Princeton University 1977 — 1981
Bachelor's Degree, Economics
The Blackstone Group DirectorHealth Net2009 - Present
Dollar Tree Stores 2005 - Present
Morgan Stanley 1986 - 2004
Morgan Stanley 1982 - 1984
Skills
Financial Modeling, Due Diligence, Mergers, Mergers & Acquisitions, Management, Private Equity, Valuation
Education
Harvard Business School 1984 — 1986
Princeton University 1977 — 1981
Bachelor's Degree, Economics
Lucinda Heidsieck Bhavsar's Morgan Stanley Experience September 2000 - May 2004
Job Angel Investor, Independent Consultant
Industry Luxury Goods & Jewelry
Experience
GHURKA February 2014 - Present
Morgan Stanley September 2000 - May 2004
Uuma.com 1999 - 2000
iVillage 1997 - 1999
Kraft Foods Group 1997 - 1998
Procter & Gamble 1991 - 1995
Skills
Brand Management, Sales, Business Development, Finance, Capital Markets, Strategic Partnerships, Hedge Funds, Valuation, Mergers & Acquisitions, Start-ups, Investment Banking, Financial Modeling, Equities, Private Equity, Investments, Strategy, E-commerce, Corporate Finance, Venture Capital, Management, Marketing Strategy, Business Strategy
Education
Harvard Business School 1996 — 1997
Master of Business Administration (MBA)
University of Virginia 1987 — 1991
BA, Economics, French
GHURKA February 2014 - Present
Morgan Stanley September 2000 - May 2004
Uuma.com 1999 - 2000
iVillage 1997 - 1999
Kraft Foods Group 1997 - 1998
Procter & Gamble 1991 - 1995
Skills
Brand Management, Sales, Business Development, Finance, Capital Markets, Strategic Partnerships, Hedge Funds, Valuation, Mergers & Acquisitions, Start-ups, Investment Banking, Financial Modeling, Equities, Private Equity, Investments, Strategy, E-commerce, Corporate Finance, Venture Capital, Management, Marketing Strategy, Business Strategy
Education
Harvard Business School 1996 — 1997
Master of Business Administration (MBA)
University of Virginia 1987 — 1991
BA, Economics, French
Samson Mesghena's Morgan Stanley Experience July 2008 - July 2010
Job Managing Director at Latimer Light Capital
Industry Financial Services
Experience
Latimer Light Capital April 2015 - Present
Cornwall Capital September 2014 - March 2015
KKR July 2010 - July 2012
Morgan Stanley July 2008 - July 2010
Morgan Stanley June 2007 - August 2007
BlackRock June 2006 - August 2006
Skills
Mergers, Private Equity, Financial Modeling, Financial Analysis, Investment Banking, Investments, Valuation, Asset Management, Due Diligence, Hedge Funds, Alternative Investments
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Princeton University 2004 — 2008
BA, Economics, Undergraduate
Stuyvesant High School 2000 — 2004
High School Diploma, High School
United Nations International School 1991 — 2000
Grade School
Latimer Light Capital April 2015 - Present
Cornwall Capital September 2014 - March 2015
KKR July 2010 - July 2012
Morgan Stanley July 2008 - July 2010
Morgan Stanley June 2007 - August 2007
BlackRock June 2006 - August 2006
Skills
Mergers, Private Equity, Financial Modeling, Financial Analysis, Investment Banking, Investments, Valuation, Asset Management, Due Diligence, Hedge Funds, Alternative Investments
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Princeton University 2004 — 2008
BA, Economics, Undergraduate
Stuyvesant High School 2000 — 2004
High School Diploma, High School
United Nations International School 1991 — 2000
Grade School
Ivan Salas Orono's Morgan Stanley Experience June 2010 - April 2012
Job MBA Candidate at Harvard Business School
Industry Hospitality
Experience
Starwood Hotels & Resorts Worldwide, Inc. May 2012 - June 2015
Morgan Stanley June 2010 - April 2012
Lemma Senbet Fund May 2009 - July 2010
U.S. House of Representatives August 2009 - December 2009
Huron Consulting Group June 2009 - July 2009
Colleague Consulting September 2008 - May 2009
Sagemark Consulting June 2008 - August 2008
Mission of Argentina to the Organization of American States January 2006 - December 2006
Skills
Finance, Spanish, Economics, Financial Analysis, PowerPoint, Bloomberg, Microsoft Excel, Financial Modeling, Research, Microsoft Office, English, Mergers, Investments, Due Diligence, Marketing
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
University of Maryland - Robert H. Smith School of Business 2008 — 2010
B.S., Finance
Montgomery College 2006 — 2008
Associate of Arts, Business
Starwood Hotels & Resorts Worldwide, Inc. May 2012 - June 2015
Morgan Stanley June 2010 - April 2012
Lemma Senbet Fund May 2009 - July 2010
U.S. House of Representatives August 2009 - December 2009
Huron Consulting Group June 2009 - July 2009
Colleague Consulting September 2008 - May 2009
Sagemark Consulting June 2008 - August 2008
Mission of Argentina to the Organization of American States January 2006 - December 2006
Skills
Finance, Spanish, Economics, Financial Analysis, PowerPoint, Bloomberg, Microsoft Excel, Financial Modeling, Research, Microsoft Office, English, Mergers, Investments, Due Diligence, Marketing
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
University of Maryland - Robert H. Smith School of Business 2008 — 2010
B.S., Finance
Montgomery College 2006 — 2008
Associate of Arts, Business
Marty Fridson's Morgan Stanley Experience 1984 - 1989
Job Chief Investment Officer at Lehmann, Livian, Fridson Advisors LLC
Industry Financial Services
Experience
Lehmann, Livian, Fridson Advisors LLC April 2014 - Present
FridsonVision LLC August 2012 - Present
BNP Paribas Investment Partners 2010 - 2012
Fridson Investment Advisors 2008 - 2010
FridsonVision LLC 2002 - 2008
Merrill Lynch 1989 - 2002
Morgan Stanley 1984 - 1989
Salomon Brothers 1981 - 1984
Skills
Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Investments, Capital Markets, Equities, Private Equity, Valuation, Structured Finance, Investment Banking, Investment Management, Financial Statement..., Published Author, Asset Management, Emerging Markets, High Yield Bonds, Bonds, Fixed Income, Equity Research, Bloomberg, Corporate Finance, Asset Allocation, Securities, Risk Management, Mutual Funds, Derivatives, Equity Derivatives, Economics, Structured Products, Financial Markets, Financial Structuring, Mergers & Acquisitions, Fund Of Funds, High Yield, Financial Modeling, FX Options, Options, Finance, Financial Risk, Due Diligence, Trading, Credit, Credit Analysis, Venture Capital, Investment Advisory, Wealth Management
Education
Harvard Business School 1974 — 1976
Master of Business Administration (MBA)
Harvard College 1970 — 1974
Bachelor's degree, History
Lehmann, Livian, Fridson Advisors LLC April 2014 - Present
FridsonVision LLC August 2012 - Present
BNP Paribas Investment Partners 2010 - 2012
Fridson Investment Advisors 2008 - 2010
FridsonVision LLC 2002 - 2008
Merrill Lynch 1989 - 2002
Morgan Stanley 1984 - 1989
Salomon Brothers 1981 - 1984
Skills
Hedge Funds, Alternative Investments, Asset Managment, Portfolio Management, Investments, Capital Markets, Equities, Private Equity, Valuation, Structured Finance, Investment Banking, Investment Management, Financial Statement..., Published Author, Asset Management, Emerging Markets, High Yield Bonds, Bonds, Fixed Income, Equity Research, Bloomberg, Corporate Finance, Asset Allocation, Securities, Risk Management, Mutual Funds, Derivatives, Equity Derivatives, Economics, Structured Products, Financial Markets, Financial Structuring, Mergers & Acquisitions, Fund Of Funds, High Yield, Financial Modeling, FX Options, Options, Finance, Financial Risk, Due Diligence, Trading, Credit, Credit Analysis, Venture Capital, Investment Advisory, Wealth Management
Education
Harvard Business School 1974 — 1976
Master of Business Administration (MBA)
Harvard College 1970 — 1974
Bachelor's degree, History
Joe Rault III's Morgan Stanley Experience May 1986 - Present
Job Vice Chairman Investment BankingMorgan Stanley
Industry Investment Banking
Experience
Morgan Stanley May 1986 - Present
Education
Harvard Business School 1979 — 1981
MBA, Finance
University of Pennsylvania - The Wharton School 1974 — 1977
BS, Finance
Morgan Stanley May 1986 - Present
Education
Harvard Business School 1979 — 1981
MBA, Finance
University of Pennsylvania - The Wharton School 1974 — 1977
BS, Finance
Rick Pivirotto's Morgan Stanley Experience 1996 - 2001
Job Marketing/IR Professional
Industry Financial Services
Experience
Magnetar Capital LLC June 2008 - April 2011
Morgan Stanley Prime Brokerage 2001 - 2008
Morgan Stanley 1996 - 2001
Education
Harvard Business School 1983 — 1985
MBA, Finance
Princeton University 1973 — 1977
AB, History
Magnetar Capital LLC June 2008 - April 2011
Morgan Stanley Prime Brokerage 2001 - 2008
Morgan Stanley 1996 - 2001
Education
Harvard Business School 1983 — 1985
MBA, Finance
Princeton University 1973 — 1977
AB, History
Robert Kitts's Morgan Stanley Experience 1982 - 1999
Job Vice Chairman at Deutsche Bank Securities
Industry Investment Banking
Experience
Deutsche Bank Securities October 2007 - Present
Thomas Weisel Partners 2000 - 2007
Morgan Stanley 1982 - 1999
Gleacher & Co 1990 - 1994
KPMG US 1980 - 1982
Skills
Investment Banking, Private Equity, LBO, Hedge Funds, Equities, Capital Markets, Venture Capital, Valuation, Corporate Development, Mergers, Private Placements, Corporate Finance, Financial Modeling, M&A experience, Equity Research, IPO, Alternative Investments, Fixed Income, Investments, Leveraged Finance
Education
Harvard Business School 1985 — 1987
MBA
Pace University 1976 — 1980
BBA, Public Accounting
Essex Catholic 1972 — 1976
Our Lady of Good Counsel 1964 — 1972
Deutsche Bank Securities October 2007 - Present
Thomas Weisel Partners 2000 - 2007
Morgan Stanley 1982 - 1999
Gleacher & Co 1990 - 1994
KPMG US 1980 - 1982
Skills
Investment Banking, Private Equity, LBO, Hedge Funds, Equities, Capital Markets, Venture Capital, Valuation, Corporate Development, Mergers, Private Placements, Corporate Finance, Financial Modeling, M&A experience, Equity Research, IPO, Alternative Investments, Fixed Income, Investments, Leveraged Finance
Education
Harvard Business School 1985 — 1987
MBA
Pace University 1976 — 1980
BBA, Public Accounting
Essex Catholic 1972 — 1976
Our Lady of Good Counsel 1964 — 1972
Ian Tallett's Morgan Stanley Experience July 2013 - June 2015
Job MBA Candidate Harvard Business School
Industry Financial Services
Experience
Harvard Business School August 2015 - Present
Morgan Stanley July 2013 - June 2015
Morgan Stanley June 2010 - June 2015
Harvard University 2006 - July 2010
State Street June 2009 - August 2009
Cooley LLP June 2008 - August 2008
Skills
Equities, Public Speaking, Equity Capital Markets, Series 7, Hedge Funds, Mutual Funds, Manage Client..., Bloomberg, Prime Brokerage, Equity Valuation, Venture Capital, Capital Markets, Due Diligence, Investments
Education
Harvard Business School 2015 — 2017
Masters in Business Administration
Harvard University 2006 — 2010
BA, Government
Harvard Business School August 2015 - Present
Morgan Stanley July 2013 - June 2015
Morgan Stanley June 2010 - June 2015
Harvard University 2006 - July 2010
State Street June 2009 - August 2009
Cooley LLP June 2008 - August 2008
Skills
Equities, Public Speaking, Equity Capital Markets, Series 7, Hedge Funds, Mutual Funds, Manage Client..., Bloomberg, Prime Brokerage, Equity Valuation, Venture Capital, Capital Markets, Due Diligence, Investments
Education
Harvard Business School 2015 — 2017
Masters in Business Administration
Harvard University 2006 — 2010
BA, Government
Mark Bettingers's Morgan Stanley Experience AnalystBain & CompanyMay 1996 - June 1998
Job Managing Director, CPG M&A at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley AnalystBain & CompanyMay 1996 - June 1998
Education
Harvard Business School 1998 — 2000
MBA
Massachusetts Institute of Technology 1992 — 1996
BS, Engineering
Morgan Stanley AnalystBain & CompanyMay 1996 - June 1998
Education
Harvard Business School 1998 — 2000
MBA
Massachusetts Institute of Technology 1992 — 1996
BS, Engineering
J. Dale Harvey's Morgan Stanley Experience 1987 - 1989
Job Chairman & CEO at Poplar Forest Capital LLC
Industry Investment Management
Experience
Poplar Forest Capital LLC September 2007 - Present
Capital Group August 1991 - August 2007
Morgan Stanley 1987 - 1989
Education
Harvard Business School 1989 — 1991
MBA, Finance
University of Virginia 1983 — 1987
B.S. in Commerce, Finance
Poplar Forest Capital LLC September 2007 - Present
Capital Group August 1991 - August 2007
Morgan Stanley 1987 - 1989
Education
Harvard Business School 1989 — 1991
MBA, Finance
University of Virginia 1983 — 1987
B.S. in Commerce, Finance
Nikhil Gadkari's Morgan Stanley Experience July 1997 - July 2001
Job Head of Marketing Operations
Industry Banking
Experience
Citi April 2015 - Present
Citi November 2012 - Present
Citibank August 2008 - November 2012
Citi July 2006 - August 2008
Seedco 2002 - 2004
Morgan Stanley July 1997 - July 2001
Skills
Strategy, Management, Financial Services, Strategic Planning, Financial Analysis, Retail Banking, Leadership, Banking, Sales Management, Marketing Strategy, P&L, Marketing, Small Business Lending, Credit, Loans, Credit Analysis
Education
Harvard Business School 2004 — 2006
The Johns Hopkins University
Citi April 2015 - Present
Citi November 2012 - Present
Citibank August 2008 - November 2012
Citi July 2006 - August 2008
Seedco 2002 - 2004
Morgan Stanley July 1997 - July 2001
Skills
Strategy, Management, Financial Services, Strategic Planning, Financial Analysis, Retail Banking, Leadership, Banking, Sales Management, Marketing Strategy, P&L, Marketing, Small Business Lending, Credit, Loans, Credit Analysis
Education
Harvard Business School 2004 — 2006
The Johns Hopkins University
John V. Bills, CFA's Morgan Stanley Experience March 2000 - May 2005
Job Managing Director, Senior Banker at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas March 2015 - Present
BNP Paribas March 2012 - March 2015
Credit Agricole CIB March 2010 - March 2012
Barclays Capital March 2008 - September 2009
Merrill Lynch May 2005 - March 2008
Morgan Stanley March 2000 - May 2005
Credit Suisse July 1998 - March 2000
US Navy June 1991 - June 1996
Skills
Private Equity, Risk Management, Mergers, Leveraged Finance, Coal, Power, Oil&Gas, Emissions, Metals, Commodities, Commodity Risk..., Project Finance, Corporate Finance, Valuation, Commodity, Mergers & Acquisitions, Alternative Investments, Investments, Commodity Markets, Hedge Funds, Capital Raising, Fairness Opinions, PPA
Education
Harvard Business School 1996 — 1998
MBA
NAVAL NUCLEAR POWER SCHOOL 1991 — 1991
Northwestern University 1987 — 1991
BS, Materials Science & Engineering
BNP Paribas March 2015 - Present
BNP Paribas March 2012 - March 2015
Credit Agricole CIB March 2010 - March 2012
Barclays Capital March 2008 - September 2009
Merrill Lynch May 2005 - March 2008
Morgan Stanley March 2000 - May 2005
Credit Suisse July 1998 - March 2000
US Navy June 1991 - June 1996
Skills
Private Equity, Risk Management, Mergers, Leveraged Finance, Coal, Power, Oil&Gas, Emissions, Metals, Commodities, Commodity Risk..., Project Finance, Corporate Finance, Valuation, Commodity, Mergers & Acquisitions, Alternative Investments, Investments, Commodity Markets, Hedge Funds, Capital Raising, Fairness Opinions, PPA
Education
Harvard Business School 1996 — 1998
MBA
NAVAL NUCLEAR POWER SCHOOL 1991 — 1991
Northwestern University 1987 — 1991
BS, Materials Science & Engineering
Pat Cunnane's Morgan Stanley Experience 2001 - 2007
Job VP Finance at Entercom
Industry Broadcast Media
Experience
Entercom 2007 - Present
Morgan Stanley 2001 - 2007
Morgan Stanley 1996 - 1999
Skills
Sarbanes-Oxley Act, Budgets, Digital Media, Forecasting, Financial Reporting, Financial Analysis, Broadcast, Finance, Financial Forecasting, Managerial Finance, Capital Budgeting, Accounting, Strategic Planning, New Media, Cash Flow, Television, Mergers, Social Media, Strategic Partnerships, Reporting & Analysis
Education
Harvard Business School 1999 — 2001
MBA
Princeton University 1990 — 1994
Bachelor of Arts (BA), Economics
Entercom 2007 - Present
Morgan Stanley 2001 - 2007
Morgan Stanley 1996 - 1999
Skills
Sarbanes-Oxley Act, Budgets, Digital Media, Forecasting, Financial Reporting, Financial Analysis, Broadcast, Finance, Financial Forecasting, Managerial Finance, Capital Budgeting, Accounting, Strategic Planning, New Media, Cash Flow, Television, Mergers, Social Media, Strategic Partnerships, Reporting & Analysis
Education
Harvard Business School 1999 — 2001
MBA
Princeton University 1990 — 1994
Bachelor of Arts (BA), Economics
Lizabeth Bronder's Morgan Stanley Experience August 1985 - July 1987
Job CIO at International Finance Corporation (IFC)
Industry Banking
Experience
IFC - International Finance Corporation July 2013 - Present
IFC January 1991 - Present
Goldman Sachs July 1987 - February 1989
Morgan Stanley August 1985 - July 1987
Education
Yale University
Bachelor of Science (B.Sc.), Applied Mathematics
INSEAD
Master of Business Administration (M.B.A.)
Harvard Business School
Executive Education
Stanford Graduate School of Business
Executive Education - Innovative CIO
IFC - International Finance Corporation July 2013 - Present
IFC January 1991 - Present
Goldman Sachs July 1987 - February 1989
Morgan Stanley August 1985 - July 1987
Education
Yale University
Bachelor of Science (B.Sc.), Applied Mathematics
INSEAD
Master of Business Administration (M.B.A.)
Harvard Business School
Executive Education
Stanford Graduate School of Business
Executive Education - Innovative CIO
Ravi Paidipaty's Morgan Stanley Experience June 2002 - June 2004
Job Managing Director at Farallon Capital Management
Industry Financial Services
Experience
Farallon Capital Management August 2008 - Present
The Baupost Group June 2007 - August 2007
Thomas H. Lee Partners July 2004 - July 2006
Morgan Stanley June 2002 - June 2004
Skills
Private Equity, Valuation, Financial Modeling, Venture Capital, Due Diligence, Investment Banking, Alternative Investments, Investments, Corporate Finance, Hedge Funds, Equity Research, Mergers
Education
Harvard Business School 2006 — 2008
MBA
Yale University 1998 — 2002
B.A., Ethics, Politics & Economics
Farallon Capital Management August 2008 - Present
The Baupost Group June 2007 - August 2007
Thomas H. Lee Partners July 2004 - July 2006
Morgan Stanley June 2002 - June 2004
Skills
Private Equity, Valuation, Financial Modeling, Venture Capital, Due Diligence, Investment Banking, Alternative Investments, Investments, Corporate Finance, Hedge Funds, Equity Research, Mergers
Education
Harvard Business School 2006 — 2008
MBA
Yale University 1998 — 2002
B.A., Ethics, Politics & Economics
Shalini Ahmed's Morgan Stanley Experience July 1998 - July 2000
Job Vice President at Goldman Sachs Asset Management
Industry Investment Management
Experience
Goldman Sachs Asset Management October 2004 - October 2011
Merrill Lynch June 2002 - October 2004
Morgan Stanley July 1998 - July 2000
Skills
Equities, Investments, Financial Analysis, Portfolio Management, Financial Modeling, Investment Banking
Education
Harvard Business School 2000 — 2002
Princeton University 1994 — 1998
Bachelor of Arts (B.A.)
The Lawrenceville School 1990 — 1994
High School
Goldman Sachs Asset Management October 2004 - October 2011
Merrill Lynch June 2002 - October 2004
Morgan Stanley July 1998 - July 2000
Skills
Equities, Investments, Financial Analysis, Portfolio Management, Financial Modeling, Investment Banking
Education
Harvard Business School 2000 — 2002
Princeton University 1994 — 1998
Bachelor of Arts (B.A.)
The Lawrenceville School 1990 — 1994
High School
Lillian Kuo's Morgan Stanley Experience 1994 - 1997
Job Senior Vice President at Shea Properties
Industry Real Estate
Experience
Shea Properties May 2012 - Present
Broadreach Capital Partners March 2005 - April 2012
CommonWealth Partners 2001 - 2005
Bain & Company September 1999 - 2001
Morgan Stanley 1994 - 1997
Skills
Real Estate Development, Leases, Real Estate Economics, Investment Properties
Education
Harvard Business School
MBA
Massachusetts Institute of Technology
BS, Management, Economics
Shea Properties May 2012 - Present
Broadreach Capital Partners March 2005 - April 2012
CommonWealth Partners 2001 - 2005
Bain & Company September 1999 - 2001
Morgan Stanley 1994 - 1997
Skills
Real Estate Development, Leases, Real Estate Economics, Investment Properties
Education
Harvard Business School
MBA
Massachusetts Institute of Technology
BS, Management, Economics
Huey Chen Wang's Morgan Stanley Experience December 1994 - February 1997
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS May 2008 - Present
Deutsche Bank March 1998 - April 2002
NatWest Securities Limited February 1997 - February 1998
Morgan Stanley December 1994 - February 1997
Goldman Sachs June 1986 - December 1994
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
National Taiwan University 1978 — 1982
Bachelor of Arts (B.A.)
UBS May 2008 - Present
Deutsche Bank March 1998 - April 2002
NatWest Securities Limited February 1997 - February 1998
Morgan Stanley December 1994 - February 1997
Goldman Sachs June 1986 - December 1994
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
National Taiwan University 1978 — 1982
Bachelor of Arts (B.A.)
Merle Gehman's Morgan Stanley Experience 1995 - 2006
Job Teacher Economics and Marketing
Industry Education Management
Experience
Livingston High School September 2013 - Present
JPMorgan Chase February 2007 - August 2013
Morgan Stanley 1995 - 2006
The Equitable 1989 - 1993
Chase Manhattan Bank N.A. 1977 - 1983
Education
Harvard Business School 1983 — 1985
Master of Business Administration (MBA), Marketing
Eisenhower College 1973 — 1977
B.A., Int'l Relations / Economics
Warkwick High School 1969 — 1973
Livingston High School September 2013 - Present
JPMorgan Chase February 2007 - August 2013
Morgan Stanley 1995 - 2006
The Equitable 1989 - 1993
Chase Manhattan Bank N.A. 1977 - 1983
Education
Harvard Business School 1983 — 1985
Master of Business Administration (MBA), Marketing
Eisenhower College 1973 — 1977
B.A., Int'l Relations / Economics
Warkwick High School 1969 — 1973
Jeffrey Gelles's Morgan Stanley Experience 1998 - 2001
Job Managing Director
Industry Investment Banking
Experience
RBC Capital Markets 2009 - Present
UBS Investment Bank 2001 - 2009
Morgan Stanley 1998 - 2001
Salomon Brothers 1997 - 1998
Deloitte & Touche 1993 - 1997
Skills
Capital Markets, Leveraged Finance, Finance, High Yield, Investment Banking, Restructuring
Education
Harvard Business School
MBA
Stanford University
RBC Capital Markets 2009 - Present
UBS Investment Bank 2001 - 2009
Morgan Stanley 1998 - 2001
Salomon Brothers 1997 - 1998
Deloitte & Touche 1993 - 1997
Skills
Capital Markets, Leveraged Finance, Finance, High Yield, Investment Banking, Restructuring
Education
Harvard Business School
MBA
Stanford University
Joesph Hoey's Morgan Stanley Experience Wealth AdvisorMorgan Stanley Smith BarneyFebruary 2002 - January 2011
Job Retired from Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth AdvisorMorgan Stanley Smith BarneyFebruary 2002 - January 2011
Vitran Express July 1998 - November 1999
Quast Transfer, Inc. September 1996 - May 1997
Consolidated Freightways 1967 - 1995
Education
The American College 2003 — 2006
ChFC, Chartered Financial Consultant Program
The American College 2003 — 2005
Certificate, Certified Financial Planner (CFP) Curriculum
University of Wisconsin-Eau Claire 1962 — 1967
BS, Economics & Psychology
Wharton Business School
Certificate, MS Investment Consultant Program
Harvard Business School
Certificate, The Executive Program in Competion & Strategy
Harvard Business School
Certificate, Program For Management Development
Morgan Stanley Wealth AdvisorMorgan Stanley Smith BarneyFebruary 2002 - January 2011
Vitran Express July 1998 - November 1999
Quast Transfer, Inc. September 1996 - May 1997
Consolidated Freightways 1967 - 1995
Education
The American College 2003 — 2006
ChFC, Chartered Financial Consultant Program
The American College 2003 — 2005
Certificate, Certified Financial Planner (CFP) Curriculum
University of Wisconsin-Eau Claire 1962 — 1967
BS, Economics & Psychology
Wharton Business School
Certificate, MS Investment Consultant Program
Harvard Business School
Certificate, The Executive Program in Competion & Strategy
Harvard Business School
Certificate, Program For Management Development
Kenneth Bacon's Morgan Stanley Experience January 1987 - May 1990
Job Partner at RailField Realty Partners
Industry Financial Services
Experience
RailField Realty Partners April 2012 - Present
Fannie Mae May 1993 - April 2012
Resolution Trust Corporation (RTC) June 1990 - May 1993
Morgan Stanley January 1987 - May 1990
Kidder, Peabody & Co. July 1982 - January 1987
Skills
Mortgage Lending, Mortgage Banking, Portfolio Management, Risk Management, Credit Risk, Banking, Underwriting, Loan Origination, Financial Modeling, Financial Risk, Finance, Due Diligence, Investments, Loans, Real Estate
Education
Harvard Business School 1980 — 1982
Master of Business Administration (M.B.A.), Finance and Strategy
The London School of Economics and Political Science (LSE) 1978 — 1980
Master of Science (M.Sc.), International Relations and Affairs
Stanford University 1972 — 1976
Bachelor’s Degree, Anthropology, Graduated with Honors
RailField Realty Partners April 2012 - Present
Fannie Mae May 1993 - April 2012
Resolution Trust Corporation (RTC) June 1990 - May 1993
Morgan Stanley January 1987 - May 1990
Kidder, Peabody & Co. July 1982 - January 1987
Skills
Mortgage Lending, Mortgage Banking, Portfolio Management, Risk Management, Credit Risk, Banking, Underwriting, Loan Origination, Financial Modeling, Financial Risk, Finance, Due Diligence, Investments, Loans, Real Estate
Education
Harvard Business School 1980 — 1982
Master of Business Administration (M.B.A.), Finance and Strategy
The London School of Economics and Political Science (LSE) 1978 — 1980
Master of Science (M.Sc.), International Relations and Affairs
Stanford University 1972 — 1976
Bachelor’s Degree, Anthropology, Graduated with Honors
Qiyun Cai's Morgan Stanley Experience June 2008 - August 2008
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
Netskope July 2015 - Present
Sapphire Ventures, LLC 2015 - 2015
Scale Venture Partners 2012 - 2014
Yammer, Inc. 2011 - 2012
Cornerstone Research 2010 - 2011
Boutique Air July 2010 - September 2010
True Ventures and Syncplicity June 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Ernst & Young June 2007 - July 2007
Skills
Stata, Econometrics, Analytics, R, Financial Modeling, Valuation, Statistics, SAS
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Northwestern University 2006 — 2010
Bachelor of Arts, Triple Major in Integrated Science Program, Mathematics, Economics
Shanghai Foreign Language School 1999 — 2006
High School Diploma
Netskope July 2015 - Present
Sapphire Ventures, LLC 2015 - 2015
Scale Venture Partners 2012 - 2014
Yammer, Inc. 2011 - 2012
Cornerstone Research 2010 - 2011
Boutique Air July 2010 - September 2010
True Ventures and Syncplicity June 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Ernst & Young June 2007 - July 2007
Skills
Stata, Econometrics, Analytics, R, Financial Modeling, Valuation, Statistics, SAS
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
Northwestern University 2006 — 2010
Bachelor of Arts, Triple Major in Integrated Science Program, Mathematics, Economics
Shanghai Foreign Language School 1999 — 2006
High School Diploma
Joe Perella's Morgan Stanley Experience November 1993 - May 2005
Job Chairman and Partner at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners June 2006 - Present
Morgan Stanley November 1993 - May 2005
Wasserstein Perella February 1988 - September 1993
The First Boston Corporation August 1972 - February 1988
Haskins & Sells June 1964 - August 1970
United States Air Force, New Jersey Air National Guard 108th Tactical Fighter Group July 1964 - June 1970
Skills
Investment Banking, Private Equity, Financial Modeling, Corporate Finance, Valuation, Management, Hedge Funds, Venture Capital, Due Diligence, Mergers & Acquisitions
Education
Harvard Business School 1970 — 1972
MBA, Finance, and Agribusiness
Lehigh University - College of Business and Economics 1960 — 1964
BS, Accounting, Finance
Perella Weinberg Partners June 2006 - Present
Morgan Stanley November 1993 - May 2005
Wasserstein Perella February 1988 - September 1993
The First Boston Corporation August 1972 - February 1988
Haskins & Sells June 1964 - August 1970
United States Air Force, New Jersey Air National Guard 108th Tactical Fighter Group July 1964 - June 1970
Skills
Investment Banking, Private Equity, Financial Modeling, Corporate Finance, Valuation, Management, Hedge Funds, Venture Capital, Due Diligence, Mergers & Acquisitions
Education
Harvard Business School 1970 — 1972
MBA, Finance, and Agribusiness
Lehigh University - College of Business and Economics 1960 — 1964
BS, Accounting, Finance
Katherine Chasmar's Morgan Stanley Experience July 2009 - June 2011
Job JD/MBA Candidate at Harvard
Industry Financial Services
Experience
Harvard August 2011 - Present
McKinsey & Company May 2014 - July 2014
Wachtell, Lipton, Rosen & Katz May 2013 - August 2013
The World Bank May 2012 - August 2012
Morgan Stanley July 2009 - June 2011
Morgan Stanley June 2008 - September 2008
Education
Harvard Business School
MBA
Harvard Law School
J.D.
Queen's University 2005 — 2009
BA, Economics
Institut d'Etudes politiques de Paris 2007 — 2008
Political Science
Harvard August 2011 - Present
McKinsey & Company May 2014 - July 2014
Wachtell, Lipton, Rosen & Katz May 2013 - August 2013
The World Bank May 2012 - August 2012
Morgan Stanley July 2009 - June 2011
Morgan Stanley June 2008 - September 2008
Education
Harvard Business School
MBA
Harvard Law School
J.D.
Queen's University 2005 — 2009
BA, Economics
Institut d'Etudes politiques de Paris 2007 — 2008
Political Science
Nameer Siddiqui's Morgan Stanley Experience July 2000 - April 2007
Job Goldman Sachs, Managing Director, Energy Group
Industry Investment Banking
Experience
Goldman Sachs September 2011 - Present
Goldman Sachs August 2010 - September 2011
Goldman Sachs June 2007 - July 2010
Morgan Stanley July 2000 - April 2007
Transocean June 1997 - August 1998
CES/Way International (acquired by Sempra Energy) January 1996 - May 1997
Ethicon, Inc. (Johnson & Johnson) June 1995 - December 1995
Skills
Energy, E&P, Oil & Gas Services, Offshore Drilling, Strategic Planning, Corporate Development, Management, Investment Banking, Mergers & Acquisitions, Corporate Finance, Valuation, Capital Markets, Private Equity, Emerging Markets, Financial Structuring, Due Diligence, Equities, Fixed Income, LBO, Engineering
Education
Harvard Business School 1998 — 2000
MBA
Texas A&M University 1990 — 1995
Bachelor of Science (BS), Mechanical Engineering, summa cum laude
Goldman Sachs September 2011 - Present
Goldman Sachs August 2010 - September 2011
Goldman Sachs June 2007 - July 2010
Morgan Stanley July 2000 - April 2007
Transocean June 1997 - August 1998
CES/Way International (acquired by Sempra Energy) January 1996 - May 1997
Ethicon, Inc. (Johnson & Johnson) June 1995 - December 1995
Skills
Energy, E&P, Oil & Gas Services, Offshore Drilling, Strategic Planning, Corporate Development, Management, Investment Banking, Mergers & Acquisitions, Corporate Finance, Valuation, Capital Markets, Private Equity, Emerging Markets, Financial Structuring, Due Diligence, Equities, Fixed Income, LBO, Engineering
Education
Harvard Business School 1998 — 2000
MBA
Texas A&M University 1990 — 1995
Bachelor of Science (BS), Mechanical Engineering, summa cum laude
Sing Chan Williams's Morgan Stanley Experience 2006 - 2007
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs 2010 - Present
Duff & Phelps 2007 - 2010
Morgan Stanley 2006 - 2007
EY 2000 - 2005
Skills
Marketing Strategy, Marketing Communications, Marketing Copy, Strategic Communications, Public Relations, Strategic Public..., Proposal Writing, Report Writing, Financial Services, Web Content, Thought Leadership, Corporate Events, Advertising, RFP, Brand Management
Education
Harvard Business School
General Management
New York University
Classics and Fine Arts
Goldman Sachs 2010 - Present
Duff & Phelps 2007 - 2010
Morgan Stanley 2006 - 2007
EY 2000 - 2005
Skills
Marketing Strategy, Marketing Communications, Marketing Copy, Strategic Communications, Public Relations, Strategic Public..., Proposal Writing, Report Writing, Financial Services, Web Content, Thought Leadership, Corporate Events, Advertising, RFP, Brand Management
Education
Harvard Business School
General Management
New York University
Classics and Fine Arts
Raul Pineda's Morgan Stanley Experience July 1998 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 1998 - Present
Education
Harvard Business School 1995 — 1997
MBA
Morgan Stanley July 1998 - Present
Education
Harvard Business School 1995 — 1997
MBA
Shalini Ahmed's Morgan Stanley Experience August 1998 - July 2000
Job Asset Management
Industry Investment Management
Experience
Goldman Sachs Asset Management 2004 - 2012
Merrill Lynch July 2002 - October 2004
Morgan Stanley August 1998 - July 2000
Skills
Equities, Asset Management, Financial Modeling, Valuation, Investments, Portfolio Management, Bloomberg, Capital Markets, Equity Research, Equity Valuation, Hedge Funds, Investment Banking, Alternative Investments, Fixed Income, Private Equity
Education
Harvard Business School 2000 — 2002
MBA
Princeton University 1994 — 1998
BA, Economics
The Lawrenceville School 1990 — 1994
High School
Goldman Sachs Asset Management 2004 - 2012
Merrill Lynch July 2002 - October 2004
Morgan Stanley August 1998 - July 2000
Skills
Equities, Asset Management, Financial Modeling, Valuation, Investments, Portfolio Management, Bloomberg, Capital Markets, Equity Research, Equity Valuation, Hedge Funds, Investment Banking, Alternative Investments, Fixed Income, Private Equity
Education
Harvard Business School 2000 — 2002
MBA
Princeton University 1994 — 1998
BA, Economics
The Lawrenceville School 1990 — 1994
High School
Joshua Latson's Morgan Stanley Experience June 2009 - August 2009
Job Special Assistant to COO, Strategic Planning at Boston Medical Center (BMC)
Industry Financial Services
Experience
Boston Medical Center (BMC) June 2015 - Present
ShapeUp, Inc. June 2014 - May 2015
Harvard Business School September 2013 - May 2015
Goldman Sachs July 2011 - July 2013
Morgan Stanley June 2009 - August 2009
Raytheon May 2008 - January 2009
Skills
Financial Modeling, Bloomberg, Valuation, Investments, Investment Banking, Private Equity, Capital Markets, Financial Analysis, Due Diligence, Corporate Finance, Equities, Economics, Fixed Income, Hedge Funds, Finance, Data Analysis, Mergers & Acquisitions
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Yale University 2009 — 2011
Bachelor of Arts, Economics
Bentley University 2006 — 2009
Economics & Finance
Boston Medical Center (BMC) June 2015 - Present
ShapeUp, Inc. June 2014 - May 2015
Harvard Business School September 2013 - May 2015
Goldman Sachs July 2011 - July 2013
Morgan Stanley June 2009 - August 2009
Raytheon May 2008 - January 2009
Skills
Financial Modeling, Bloomberg, Valuation, Investments, Investment Banking, Private Equity, Capital Markets, Financial Analysis, Due Diligence, Corporate Finance, Equities, Economics, Fixed Income, Hedge Funds, Finance, Data Analysis, Mergers & Acquisitions
Education
Harvard Business School 2013 — 2015
Master of Business Administration (M.B.A.)
Yale University 2009 — 2011
Bachelor of Arts, Economics
Bentley University 2006 — 2009
Economics & Finance
Jason Flood's Morgan Stanley Experience June 2008 - August 2008
Job MBA/MPP Candidate at Harvard University
Industry Internet
Experience
Google July 2014 - July 2015
Google November 2013 - July 2014
Google July 2011 - October 2013
Google June 2010 - August 2010
Entre Todos Asociacion Civil June 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Deutsche Bank June 2007 - August 2007
Skills
Financial Modeling, Data Analysis
Education
Harvard Business School 2015 — 2018
Master of Business Administration (MBA)
Harvard University, John F. Kennedy School of Government 2015 — 2018
Master of Public Policy (MPP)
Harvard University 2007 — 2011
BA, Applied Mathematics, Economics
Google July 2014 - July 2015
Google November 2013 - July 2014
Google July 2011 - October 2013
Google June 2010 - August 2010
Entre Todos Asociacion Civil June 2009 - August 2009
Morgan Stanley June 2008 - August 2008
Deutsche Bank June 2007 - August 2007
Skills
Financial Modeling, Data Analysis
Education
Harvard Business School 2015 — 2018
Master of Business Administration (MBA)
Harvard University, John F. Kennedy School of Government 2015 — 2018
Master of Public Policy (MPP)
Harvard University 2007 — 2011
BA, Applied Mathematics, Economics
Michael Fan's Morgan Stanley Experience July 2009 - July 2011
Job Private Equity at York Capital Management
Industry Venture Capital & Private Equity
Experience
York Capital Management July 2015 - Present
Bain Capital September 2011 - July 2013
Morgan Stanley July 2009 - July 2011
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Stanford University 2005 — 2009
Economics, Computer Science
York Capital Management July 2015 - Present
Bain Capital September 2011 - July 2013
Morgan Stanley July 2009 - July 2011
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Stanford University 2005 — 2009
Economics, Computer Science
Lauren Roberge's Morgan Stanley Experience June 2010 - August 2012
Job MBA Candidate at Harvard Business School
Industry Oil & Energy
Experience
Lime Rock Resources June 2013 - July 2015
HitecVision August 2012 - May 2013
Morgan Stanley June 2010 - August 2012
PricewaterhouseCoopers June 2009 - August 2009
JP Morgan June 2008 - August 2008
Skills
Private Equity, Corporate Finance, Investment Banking, Finance, Valuation, Capital Markets, Investments, Strategy, Due Diligence, Financial Modeling, Bloomberg, Fixed Income, Capital IQ, Commodity, Financial Analysis, Bloomberg Terminal, Equities, Portfolio Management, Investment Management
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
The University of Texas at Austin - Red McCombs School of Business 2007 — 2010
BBA, Finance
University of Oklahoma 2006 — 2007
International Business
Trinity Valley School 2002 — 2006
Lime Rock Resources June 2013 - July 2015
HitecVision August 2012 - May 2013
Morgan Stanley June 2010 - August 2012
PricewaterhouseCoopers June 2009 - August 2009
JP Morgan June 2008 - August 2008
Skills
Private Equity, Corporate Finance, Investment Banking, Finance, Valuation, Capital Markets, Investments, Strategy, Due Diligence, Financial Modeling, Bloomberg, Fixed Income, Capital IQ, Commodity, Financial Analysis, Bloomberg Terminal, Equities, Portfolio Management, Investment Management
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
The University of Texas at Austin - Red McCombs School of Business 2007 — 2010
BBA, Finance
University of Oklahoma 2006 — 2007
International Business
Trinity Valley School 2002 — 2006
Robert Gray's Morgan Stanley Experience July 2004 - July 2006
Job Analyst at Marble Arch Investments
Industry Investment Management
Experience
Marble Arch Investments July 2013 - Present
Providence Equity Partners July 2010 - July 2013
Raptor Capital Management June 2009 - August 2009
Providence Equity Partners August 2006 - August 2008
Morgan Stanley July 2004 - July 2006
Skills
Private Equity, Financial Modeling, Valuation, LBO, Investment Banking, Corporate Finance, Venture Capital, Due Diligence, Corporate Development, Capital Markets, Mergers, Equities, Financial Analysis, M&A experience, Investments, Strategy, Business Strategy, Emerging Markets, Asset Managment
Education
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
University of Notre Dame 2000 — 2004
B.B.A., Finance and Political Science
Marble Arch Investments July 2013 - Present
Providence Equity Partners July 2010 - July 2013
Raptor Capital Management June 2009 - August 2009
Providence Equity Partners August 2006 - August 2008
Morgan Stanley July 2004 - July 2006
Skills
Private Equity, Financial Modeling, Valuation, LBO, Investment Banking, Corporate Finance, Venture Capital, Due Diligence, Corporate Development, Capital Markets, Mergers, Equities, Financial Analysis, M&A experience, Investments, Strategy, Business Strategy, Emerging Markets, Asset Managment
Education
Harvard Business School 2008 — 2010
Master of Business Administration (MBA)
University of Notre Dame 2000 — 2004
B.B.A., Finance and Political Science
Leon Henderson Jr's Morgan Stanley Experience May 2009 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2009 - Present
Goldman Sachs August 1993 - May 2009
Education
Harvard Business School 1991 — 1993
MBA
Howard University 1984 — 1989
B.Arch.
Morgan Stanley May 2009 - Present
Goldman Sachs August 1993 - May 2009
Education
Harvard Business School 1991 — 1993
MBA
Howard University 1984 — 1989
B.Arch.
Maytal Ross's Morgan Stanley Experience June 2010 - August 2010
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
Yad Rachel Educational Therapy Centers February 2015 - July 2015
Random House January 2014 - February 2015
Random House January 2013 - December 2013
Bank of America Merrill Lynch July 2011 - January 2013
Morgan Stanley June 2010 - August 2010
Caravel Management, LLC June 2009 - August 2009
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Private Equity, Corporate Finance, Equities, LBO, Bloomberg, Strategic Planning
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University 2007 — 2011
Bachelor of Arts (BA), Mathematics and Economics
Yad Rachel Educational Therapy Centers February 2015 - July 2015
Random House January 2014 - February 2015
Random House January 2013 - December 2013
Bank of America Merrill Lynch July 2011 - January 2013
Morgan Stanley June 2010 - August 2010
Caravel Management, LLC June 2009 - August 2009
Skills
Investment Banking, Financial Modeling, Valuation, Capital Markets, Private Equity, Corporate Finance, Equities, LBO, Bloomberg, Strategic Planning
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University 2007 — 2011
Bachelor of Arts (BA), Mathematics and Economics
Samuel Hamilton's Morgan Stanley Experience July 2009 - July 2011
Job Manager Corporate Development at VICE Media, LLC
Industry Online Media
Experience
VICE Media, LLC June 2015 - Present
Sony Pictures Entertainment June 2014 - August 2014
CBS News September 2011 - June 2013
Morgan Stanley July 2009 - July 2011
Skills
Investment Banking, Financial Modeling, Financial Analysis, Television News..., Valuation, Capital IQ, Corporate Finance, DCF
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2005 — 2009
AB, Social Studies
The Ethical Culture Fieldston School 1992 — 2005
High School Diploma
VICE Media, LLC June 2015 - Present
Sony Pictures Entertainment June 2014 - August 2014
CBS News September 2011 - June 2013
Morgan Stanley July 2009 - July 2011
Skills
Investment Banking, Financial Modeling, Financial Analysis, Television News..., Valuation, Capital IQ, Corporate Finance, DCF
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2005 — 2009
AB, Social Studies
The Ethical Culture Fieldston School 1992 — 2005
High School Diploma
John Oh's Morgan Stanley Experience August 2015 - Present
Job Investment Banking Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Harvard Business School August 2013 - May 2015
Goldman Sachs June 2014 - August 2014
US Army May 2008 - June 2013
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
United States Military Academy at West Point 2004 — 2008
Bachelor of Science (BS)
United States Air Force Academy 2006 — 2006
Morgan Stanley August 2015 - Present
Harvard Business School August 2013 - May 2015
Goldman Sachs June 2014 - August 2014
US Army May 2008 - June 2013
Education
Harvard Business School 2013 — 2015
Master of Business Administration (MBA)
United States Military Academy at West Point 2004 — 2008
Bachelor of Science (BS)
United States Air Force Academy 2006 — 2006
John Shapiro's Morgan Stanley Experience 1984 - 2008
Job Member Board of Directors at Blueknight Energy Partners, LP
Industry Financial Services
Experience
Blueknight Energy Partners, LP December 2009 - Present
Morgan Stanley 1984 - 2008
ConocoPhillips July 1977 - October 1984
Skills
Derivatives, Alternative Investments, Trading, Trading Systems, Options, Private Equity, Energy Commodities, Energy, Fixed Income, Equities, Financial Modeling, Hedge Funds, Due Diligence
Education
Harvard Business School 1975 — 1977
Master of Business Administration (M.B.A.)
Princeton University 1969 — 1973
Bachelor's degree, Economics
Blueknight Energy Partners, LP December 2009 - Present
Morgan Stanley 1984 - 2008
ConocoPhillips July 1977 - October 1984
Skills
Derivatives, Alternative Investments, Trading, Trading Systems, Options, Private Equity, Energy Commodities, Energy, Fixed Income, Equities, Financial Modeling, Hedge Funds, Due Diligence
Education
Harvard Business School 1975 — 1977
Master of Business Administration (M.B.A.)
Princeton University 1969 — 1973
Bachelor's degree, Economics
Philip Watkins's Morgan Stanley Experience August 2011 - November 2013
Job Principal at Megalith Capital Management
Industry Real Estate
Experience
Megalith Capital Management November 2013 - Present
Morgan Stanley August 2011 - November 2013
Barclays Capital 2010 - 2010
Forman Capital 2007 - 2009
Kolter Group 2006 - 2007
Skills
Commercial Real Estate, Valuation, Investment Properties, Investments, Financial Modeling, Private Equity, Due Diligence, Investment Banking
Education
Harvard Business School 2009 — 2011
MBA
University of Florida 2002 — 2006
BSBA, Finance
Megalith Capital Management November 2013 - Present
Morgan Stanley August 2011 - November 2013
Barclays Capital 2010 - 2010
Forman Capital 2007 - 2009
Kolter Group 2006 - 2007
Skills
Commercial Real Estate, Valuation, Investment Properties, Investments, Financial Modeling, Private Equity, Due Diligence, Investment Banking
Education
Harvard Business School 2009 — 2011
MBA
University of Florida 2002 — 2006
BSBA, Finance
Michael Mulgrew's Morgan Stanley Experience June 2000 - April 2003
Job Director at Best Buy
Industry Retail
Experience
Best Buy July 2006 - Present
Pathway Capital Management May 2003 - May 2004
Morgan Stanley June 2000 - April 2003
Skills
Financial Modeling, Financial Analysis, Retail, Cross-functional Team..., Strategic Planning, Forecasting, Business Strategy, Strategy, Competitive Analysis, Analytics, Leadership, Income Statement, Process Improvement, Team Leadership, Corporate Finance, Data Analysis, Valuation, Customer Experience, Business Analysis, Mergers & Acquisitions, Pricing
Education
Harvard Business School 2004 — 2006
MBA, Business Administration and Management, General
Harvard University 1996 — 2000
Economics
St. Albans
Best Buy July 2006 - Present
Pathway Capital Management May 2003 - May 2004
Morgan Stanley June 2000 - April 2003
Skills
Financial Modeling, Financial Analysis, Retail, Cross-functional Team..., Strategic Planning, Forecasting, Business Strategy, Strategy, Competitive Analysis, Analytics, Leadership, Income Statement, Process Improvement, Team Leadership, Corporate Finance, Data Analysis, Valuation, Customer Experience, Business Analysis, Mergers & Acquisitions, Pricing
Education
Harvard Business School 2004 — 2006
MBA, Business Administration and Management, General
Harvard University 1996 — 2000
Economics
St. Albans
Scott Jaeckel's Morgan Stanley Experience July 1992 - July 1994
Job Investor and Board Member
Industry Venture Capital & Private Equity
Experience
Thomas H. Lee Partners July 1994 - May 2013
Sterling Financial August 2010 - April 2013
MoneyGram International November 2008 - April 2013
Ceridian November 2007 - April 2013
Warner Music Group March 2004 - August 2011
Sedgwick February 2006 - April 2010
Paramax Capital Partners November 2003 - January 2010
Grupo Ono November 2005 - December 2006
Rayovac February 2002 - May 2003
Morgan Stanley July 1992 - July 1994
Education
Harvard Business School 1996 — 1998
Master of Business Administration (M.B.A.)
University of Virginia 1988 — 1992
Bachelor of Arts (BA)
Thomas H. Lee Partners July 1994 - May 2013
Sterling Financial August 2010 - April 2013
MoneyGram International November 2008 - April 2013
Ceridian November 2007 - April 2013
Warner Music Group March 2004 - August 2011
Sedgwick February 2006 - April 2010
Paramax Capital Partners November 2003 - January 2010
Grupo Ono November 2005 - December 2006
Rayovac February 2002 - May 2003
Morgan Stanley July 1992 - July 1994
Education
Harvard Business School 1996 — 1998
Master of Business Administration (M.B.A.)
University of Virginia 1988 — 1992
Bachelor of Arts (BA)
Rob Friedsam's Morgan Stanley Experience 1989 - April 2014
Job Partner at PJT Partners
Industry Financial Services
Experience
PJT Partners July 2014 - Present
Morgan Stanley 1989 - April 2014
Skills
Capital Markets, Equities, Investment Banking, Hedge Funds, Fixed Income, Valuation, Private Equity, Alternative Investments, Financial Modeling, Corporate Finance, Investments, Derivatives, Series 7, Asset Management, Bloomberg, Securities, Emerging Markets, Mergers & Acquisitions, Due Diligence, Venture Capital
Education
Harvard Business School 1992 — 1994
MBA
University of Michigan 1985 — 1989
BA, Economics
PJT Partners July 2014 - Present
Morgan Stanley 1989 - April 2014
Skills
Capital Markets, Equities, Investment Banking, Hedge Funds, Fixed Income, Valuation, Private Equity, Alternative Investments, Financial Modeling, Corporate Finance, Investments, Derivatives, Series 7, Asset Management, Bloomberg, Securities, Emerging Markets, Mergers & Acquisitions, Due Diligence, Venture Capital
Education
Harvard Business School 1992 — 1994
MBA
University of Michigan 1985 — 1989
BA, Economics
Rob Shirkey's Morgan Stanley Experience June 2004 - February 2006
Job Managing Director at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs March 2006 - Present
Morgan Stanley June 2004 - February 2006
Education
Harvard Business School 2002 — 2004
MBA
Yale Law School 1999 — 2002
JD
Princeton University 1995 — 1999
AB, Economics
Goldman Sachs March 2006 - Present
Morgan Stanley June 2004 - February 2006
Education
Harvard Business School 2002 — 2004
MBA
Yale Law School 1999 — 2002
JD
Princeton University 1995 — 1999
AB, Economics
Rose La Prairie's Morgan Stanley Experience June 2008 - September 2008
Job MBA Candidate at Harvard Business School
Industry Internet
Experience
Harvard Business School August 2014 - Present
Guardian News & Media May 2013 - May 2014
McKinsey & Company November 2012 - May 2013
McKinsey & Company October 2010 - November 2012
National Round Table on Environment and Economy June 2009 - September 2009
Morgan Stanley June 2008 - September 2008
Skills
Valuation, Corporate Finance, Financial Modeling, Strategy, Management Consulting
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
General Assmbly 2014 — 2014
Web Development Immersive
University of Cambridge 2006 — 2009
BA, Land Economy, Double First
College of Law 2009 — 2010
GDL, Distinction
Ashbury College 2001 — 2006
International Baccalaureate
Harvard Business School August 2014 - Present
Guardian News & Media May 2013 - May 2014
McKinsey & Company November 2012 - May 2013
McKinsey & Company October 2010 - November 2012
National Round Table on Environment and Economy June 2009 - September 2009
Morgan Stanley June 2008 - September 2008
Skills
Valuation, Corporate Finance, Financial Modeling, Strategy, Management Consulting
Education
Harvard Business School 2014 — 2016
Master of Business Administration (M.B.A.)
General Assmbly 2014 — 2014
Web Development Immersive
University of Cambridge 2006 — 2009
BA, Land Economy, Double First
College of Law 2009 — 2010
GDL, Distinction
Ashbury College 2001 — 2006
International Baccalaureate
Prakriti Malhotra's Morgan Stanley Experience September 2007 - May 2008
Job MBA Candidate at Harvard Business School
Industry Consumer Goods
Experience
Chobani July 2014 - July 2015
General Atlantic August 2012 - July 2014
Barclays Capital July 2010 - July 2012
Barclays Capital June 2009 - July 2009
Lehman Brothers June 2008 - August 2008
Morgan Stanley September 2007 - May 2008
Skills
Investment Banking, Valuation, Private Equity, Investments, LBO, Financial Modeling, Corporate Finance, Venture Capital, Due Diligence, Alternative Investments, Corporate Development, Management
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2006 — 2010
Bachelor of Science (B.S.), Finance and International Business
Chobani July 2014 - July 2015
General Atlantic August 2012 - July 2014
Barclays Capital July 2010 - July 2012
Barclays Capital June 2009 - July 2009
Lehman Brothers June 2008 - August 2008
Morgan Stanley September 2007 - May 2008
Skills
Investment Banking, Valuation, Private Equity, Investments, LBO, Financial Modeling, Corporate Finance, Venture Capital, Due Diligence, Alternative Investments, Corporate Development, Management
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
New York University - Leonard N. Stern School of Business 2006 — 2010
Bachelor of Science (B.S.), Finance and International Business
Robert Fomon's Morgan Stanley Experience September 2007 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2007 - Present
Bear, Stearns & Co Inc. January 2005 - September 2007
EastWest Capital Management January 1987 - December 2005
Education
Harvard Business School 1982 — 1984
Master of Business Administration (MBA)
Stanford University 1976 — 1980
A.B., International Relations
Morgan Stanley September 2007 - Present
Bear, Stearns & Co Inc. January 2005 - September 2007
EastWest Capital Management January 1987 - December 2005
Education
Harvard Business School 1982 — 1984
Master of Business Administration (MBA)
Stanford University 1976 — 1980
A.B., International Relations
Peter Steil's Morgan Stanley Experience 1968 - 1983
Job CEO at National Council of Real Estate Investment Fiduciaries (NCREIF)
Industry Real Estate
Experience
National Council of Real Estate Investment Fiduciaries (NCREIF) July 2012 - Present
Prescott Capital Advisors, LLC 2007 - 2012
Wells Hill Partners, Ltd. 2001 - 2006
Morgan Stanley 1968 - 1983
Education
Harvard Business School
Master of Business Administration (MBA), International Business
Stanford University
Bachelor of Arts (B.A.), Political Science
National Council of Real Estate Investment Fiduciaries (NCREIF) July 2012 - Present
Prescott Capital Advisors, LLC 2007 - 2012
Wells Hill Partners, Ltd. 2001 - 2006
Morgan Stanley 1968 - 1983
Education
Harvard Business School
Master of Business Administration (MBA), International Business
Stanford University
Bachelor of Arts (B.A.), Political Science
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS