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
PY Nicole Chang PY Nicole Chang's Morgan Stanley Experience 1989 - 1991
Job SVP, Strategy & Corporate Development at East West Bank
Industry Executive Office
Experience
East West Bank 2014 - Present
Independent 1998 - Present
DFS Group, a global luxury retailer majority owned by LVMH Group 2007 - 2012
Go Digital Media 2006 - 2007
Montrose International Food and Wine 2004 - 2006
Elvesnet SA 2000 - 2003
Bonton Media Conglomerate 1997 - 2000
McKinsey & Co 1995 - 1997
Morgan Stanley 1989 - 1991
Skills
Acquisitions, Business Development, Business Strategy, Fundraising, Strategic Planning, Restructuring, Strategy, Private Equity, Start-ups, Mergers, Strategic Partnerships, Negotiations, Branding and Marketing, China Retail Strategy, Marketing to Chinese..., Negotiation, Mergers & Acquisitions, Finance, Entrepreneurship, International Business, Management, Retail, Business Planning, Venture Capital, Investments, Executive Management, P&L Management, Management Consulting, Market Research, Marketing Strategy, New Business Development, Greater China
Education
Stanford University Graduate School of Business 1991 — 1995
MBA
Stanford University Law School 1991 — 1995
JD, Law
New York University 1994 — 1994
Certificate in Film, Film/Cinema/Video Studies
Harvard University 1985 — 1989
BA, Economics
East West Bank 2014 - Present
Independent 1998 - Present
DFS Group, a global luxury retailer majority owned by LVMH Group 2007 - 2012
Go Digital Media 2006 - 2007
Montrose International Food and Wine 2004 - 2006
Elvesnet SA 2000 - 2003
Bonton Media Conglomerate 1997 - 2000
McKinsey & Co 1995 - 1997
Morgan Stanley 1989 - 1991
Skills
Acquisitions, Business Development, Business Strategy, Fundraising, Strategic Planning, Restructuring, Strategy, Private Equity, Start-ups, Mergers, Strategic Partnerships, Negotiations, Branding and Marketing, China Retail Strategy, Marketing to Chinese..., Negotiation, Mergers & Acquisitions, Finance, Entrepreneurship, International Business, Management, Retail, Business Planning, Venture Capital, Investments, Executive Management, P&L Management, Management Consulting, Market Research, Marketing Strategy, New Business Development, Greater China
Education
Stanford University Graduate School of Business 1991 — 1995
MBA
Stanford University Law School 1991 — 1995
JD, Law
New York University 1994 — 1994
Certificate in Film, Film/Cinema/Video Studies
Harvard University 1985 — 1989
BA, Economics
Margot Ryan Margot Ryan's Morgan Stanley Experience 2014 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
Morgan Stanley 2010 - 2013
Morgan Stanley 2006 - 2009
Morgan Stanley 2005 - 2005
Michael de Havenon 2003 - 2005
Sapient 1999 - 2002
Maiden Outdoor Advertising 1996 - 1998
The Advisory Board Company 1994 - 1995
Skills
Business Strategy, Risk Management, Equities, Project Management, Marketing Strategy, Leadership, Social Media, Financial Services, Wealth Management, Fixed Income, Program Management, Process Optimization, Financial System..., OFAC, Change Management
Education
Harvard University 1990 — 1994
Bachelor's Degree, Political Science and Government
Phillips Exeter Academy 1986 — 1990
High School
Morgan Stanley 2014 - Present
Morgan Stanley 2010 - 2013
Morgan Stanley 2006 - 2009
Morgan Stanley 2005 - 2005
Michael de Havenon 2003 - 2005
Sapient 1999 - 2002
Maiden Outdoor Advertising 1996 - 1998
The Advisory Board Company 1994 - 1995
Skills
Business Strategy, Risk Management, Equities, Project Management, Marketing Strategy, Leadership, Social Media, Financial Services, Wealth Management, Fixed Income, Program Management, Process Optimization, Financial System..., OFAC, Change Management
Education
Harvard University 1990 — 1994
Bachelor's Degree, Political Science and Government
Phillips Exeter Academy 1986 — 1990
High School
Neil Morganbesser Neil Morganbesser's Morgan Stanley Experience 1993 - 2001
Job President & CEO, DelMorgan & Co.;
Industry Investment Banking
Experience
DelMorgan & Co. October 2011 - Present
Cappello Capital June 2008 - October 2011
Bear Stearns May 2001 - June 2008
Morgan Stanley 1993 - 2001
Education
Stanford University Graduate School of Business 1986 — 1990
M.B.A.
Stanford University Law School 1986 — 1990
J.D.
Harvard University 1982 — 1986
A.B., Applied Mathematics/Economics
DelMorgan & Co. October 2011 - Present
Cappello Capital June 2008 - October 2011
Bear Stearns May 2001 - June 2008
Morgan Stanley 1993 - 2001
Education
Stanford University Graduate School of Business 1986 — 1990
M.B.A.
Stanford University Law School 1986 — 1990
J.D.
Harvard University 1982 — 1986
A.B., Applied Mathematics/Economics
Tian Ke Tian Ke's Morgan Stanley Experience May 2013 - May 2014
Job Summer Intern at China Development Bank
Industry Financial Services
Experience
China Development Bank July 2015 - Present
Morgan Stanley May 2013 - May 2014
Deloitte Touche Tohmatsu January 2013 - February 2013
Skills
Financial Analysis, Corporate Finance, Data Analysis, Econometrics, Economics, Stata, Matlab, VBA, Bloomberg
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master of Finance, Finance
Peking University 2010 — 2014
B.A. in Economics, 3.7/4.0
Harvard University 2012 — 2012
Summer School
University of Virginia 2012 — 2012
Study Abroad, Economics, School of Arts and Sciences
China Development Bank July 2015 - Present
Morgan Stanley May 2013 - May 2014
Deloitte Touche Tohmatsu January 2013 - February 2013
Skills
Financial Analysis, Corporate Finance, Data Analysis, Econometrics, Economics, Stata, Matlab, VBA, Bloomberg
Education
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2015
Master of Finance, Finance
Peking University 2010 — 2014
B.A. in Economics, 3.7/4.0
Harvard University 2012 — 2012
Summer School
University of Virginia 2012 — 2012
Study Abroad, Economics, School of Arts and Sciences
Jaroslaw Labaziewicz Jaroslaw Labaziewicz's Morgan Stanley Experience August 2008 - December 2012
Job Quantitative Research Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2008 - December 2012
Massachusetts Institute of Technology 2003 - 2008
Harvard University 1999 - 2003
Skills
Matlab, Data Analysis, Research, Python, Statistics, Analysis, LaTeX, Financial Modeling, Mathematical Modeling
Education
Massachusetts Institute of Technology 2003 — 2008
PhD, Physics
Harvard University 1999 — 2003
BA, MA, Physics and Mathematics
Morgan Stanley August 2008 - December 2012
Massachusetts Institute of Technology 2003 - 2008
Harvard University 1999 - 2003
Skills
Matlab, Data Analysis, Research, Python, Statistics, Analysis, LaTeX, Financial Modeling, Mathematical Modeling
Education
Massachusetts Institute of Technology 2003 — 2008
PhD, Physics
Harvard University 1999 — 2003
BA, MA, Physics and Mathematics
Ahmad Bassam's Morgan Stanley Experience 2003 - 2010
Job Member of the Board of Directors at BRILLIANT MINDS AT WORK (BMAW)
Industry Financial Services
Experience
BRILLIANT MINDS AT WORK (BMAW) November 2014 - Present
AHG 2012 - Present
Noriba Investing 2010 - 2012
Capitalist Partners February 2010 - November 2010
Morgan Stanley 2003 - 2010
Skills
Entrepreneurship, Investments, International..., Stock Exchange, Banking, Strategic Planning, Business Strategy, Leadership, Portfolio Management, Start-ups, Corporate Finance, Management Consulting, Operations Management, Microsoft Office, Strategy, Financial Modeling
Education
Harvard University 2005 — 2008
Master's Degree
University of Phoenix 1999 — 2005
Bachelor's Degree
BRILLIANT MINDS AT WORK (BMAW) November 2014 - Present
AHG 2012 - Present
Noriba Investing 2010 - 2012
Capitalist Partners February 2010 - November 2010
Morgan Stanley 2003 - 2010
Skills
Entrepreneurship, Investments, International..., Stock Exchange, Banking, Strategic Planning, Business Strategy, Leadership, Portfolio Management, Start-ups, Corporate Finance, Management Consulting, Operations Management, Microsoft Office, Strategy, Financial Modeling
Education
Harvard University 2005 — 2008
Master's Degree
University of Phoenix 1999 — 2005
Bachelor's Degree
Edith Cooper's Morgan Stanley Experience 1991 - 1996
Job Managing Director, Global Head of Human Capital Management at Goldman Sachs
Industry
Experience
Goldman Sachs March 2008 - Present
Goldman Sachs May 1996 - March 2008
Morgan Stanley 1991 - 1996
Bankers Trust 1986 - 1991
First Chicago 1983 - 1986
Education
Northwestern University - Kellogg School of Management 1983 — 1986
Harvard College 1979 — 1983
A.B.
Goldman Sachs March 2008 - Present
Goldman Sachs May 1996 - March 2008
Morgan Stanley 1991 - 1996
Bankers Trust 1986 - 1991
First Chicago 1983 - 1986
Education
Northwestern University - Kellogg School of Management 1983 — 1986
Harvard College 1979 — 1983
A.B.
Bobby Chen's Morgan Stanley Experience May 2013 - August 2013
Job Investment Banking Analyst at Peter J. Solomon Company
Industry Financial Services
Experience
Peter J. Solomon Company July 2014 - Present
Vendr February 2012 - Present
Charles River Growth Fund February 2012 - Present
Morgan Stanley May 2013 - August 2013
Veritas Financial Group December 2011 - December 2012
Industrial Technology Research Institute June 2012 - August 2012
YoungArts October 2011 - January 2012
Skills
Leadership, Business Strategy, Public Speaking, Economics, Research, Music Performance, Investment Banking, Financial Analysis, Valuation, Business Development
Education
Harvard College 2010 — 2014
Bachelor of Arts (BA), Economics
Phillips Academy 2006 — 2010
Peter J. Solomon Company July 2014 - Present
Vendr February 2012 - Present
Charles River Growth Fund February 2012 - Present
Morgan Stanley May 2013 - August 2013
Veritas Financial Group December 2011 - December 2012
Industrial Technology Research Institute June 2012 - August 2012
YoungArts October 2011 - January 2012
Skills
Leadership, Business Strategy, Public Speaking, Economics, Research, Music Performance, Investment Banking, Financial Analysis, Valuation, Business Development
Education
Harvard College 2010 — 2014
Bachelor of Arts (BA), Economics
Phillips Academy 2006 — 2010
Arjun Aggarwal's Morgan Stanley Experience June 2013 - July 2015
Job Venture Capital at New Enterprise Associates
Industry Venture Capital & Private Equity
Experience
New Enterprise Associates (NEA) September 2015 - Present
Morgan Stanley June 2013 - July 2015
Stanford University April 2012 - June 2013
Engineering Change June 2005 - June 2013
Morgan Stanley June 2012 - August 2012
Natixis Global Associates June 2011 - August 2011
SMB Group, Inc. June 2010 - September 2010
Skills
Economics, Financial Modeling, Investments, Valuation, Investment Banking, Entrepreneurship, Capital Markets, Data Analysis, Corporate Finance, Strategy, Emerging Markets, Microsoft Office, Microsoft Excel, Research, Analysis, Financial Analysis
Education
Stanford University 2009 — 2013
B.S., Management Science and Engineering
Harvard University 2010 — 2010
Capital Markets and Investments
Groton School 2005 — 2009
HS Diploma, Summa Cum Laude
New Enterprise Associates (NEA) September 2015 - Present
Morgan Stanley June 2013 - July 2015
Stanford University April 2012 - June 2013
Engineering Change June 2005 - June 2013
Morgan Stanley June 2012 - August 2012
Natixis Global Associates June 2011 - August 2011
SMB Group, Inc. June 2010 - September 2010
Skills
Economics, Financial Modeling, Investments, Valuation, Investment Banking, Entrepreneurship, Capital Markets, Data Analysis, Corporate Finance, Strategy, Emerging Markets, Microsoft Office, Microsoft Excel, Research, Analysis, Financial Analysis
Education
Stanford University 2009 — 2013
B.S., Management Science and Engineering
Harvard University 2010 — 2010
Capital Markets and Investments
Groton School 2005 — 2009
HS Diploma, Summa Cum Laude
Eric Thum's Morgan Stanley Experience June 2007 - May 2011
Job Consultant, Global Strategy Mergers and Acquisitions at Accenture Strategy
Industry Management Consulting
Experience
Accenture Strategy September 2014 - Present
Roland Berger Strategy Consultants June 2013 - August 2013
Och-Ziff Capital Management May 2011 - April 2012
Morgan Stanley June 2007 - May 2011
Skills
Derivatives, Financial Services, Equity Derivatives, Investments, Structured Finance, Hedge Funds, Bloomberg, Equities, Financial Modeling, Capital Markets, Private Equity, Fixed Income, Alternative Investments, Financial Analysis, Business Strategy, Strategy, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Management & Strategy
University of Cape Town 2013 — 2013
Shanghai Jiao Tong University 2012 — 2012
Summer Immersive Mandarin Chinese Program
Tulane University 2004 — 2008
Bachelors Degree with Honors (Cum Laude), Political Science, Philosophy
Ardsley High School 2000 — 2004
Harvard University 2003 — 2003
Pre-College Program for Secondary School Students
Accenture Strategy September 2014 - Present
Roland Berger Strategy Consultants June 2013 - August 2013
Och-Ziff Capital Management May 2011 - April 2012
Morgan Stanley June 2007 - May 2011
Skills
Derivatives, Financial Services, Equity Derivatives, Investments, Structured Finance, Hedge Funds, Bloomberg, Equities, Financial Modeling, Capital Markets, Private Equity, Fixed Income, Alternative Investments, Financial Analysis, Business Strategy, Strategy, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (M.B.A.), Management & Strategy
University of Cape Town 2013 — 2013
Shanghai Jiao Tong University 2012 — 2012
Summer Immersive Mandarin Chinese Program
Tulane University 2004 — 2008
Bachelors Degree with Honors (Cum Laude), Political Science, Philosophy
Ardsley High School 2000 — 2004
Harvard University 2003 — 2003
Pre-College Program for Secondary School Students
Elizabeth Vale Elizabeth Vale's Morgan Stanley Experience September 1995 - February 2009
Job Senior Advisor at Promontory Financial Group, LLC
Industry Government Administration
Experience
Promontory Financial Group, LLC March 2013 - Present
Elizabeth Warren for Massachusetts February 2012 - January 2013
Consumer Financial Protection Bureau November 2010 - February 2012
White House February 2009 - October 2010
Morgan Stanley September 1995 - February 2009
Skills
Chartered Financial...
Education
Harvard University
Bachelor's degree, Government
London School of Economics and Political Science
Promontory Financial Group, LLC March 2013 - Present
Elizabeth Warren for Massachusetts February 2012 - January 2013
Consumer Financial Protection Bureau November 2010 - February 2012
White House February 2009 - October 2010
Morgan Stanley September 1995 - February 2009
Skills
Chartered Financial...
Education
Harvard University
Bachelor's degree, Government
London School of Economics and Political Science
Rainer Glatzer Rainer Glatzer's Morgan Stanley Experience March 2010 - July 2012
Job Investor
Industry Financial Services
Experience
Kane Street Capital June 2014 - December 2014
Astellon Capital Partners January 2014 - January 2014
State Street June 2013 - August 2013
Morgan Stanley March 2010 - July 2012
GCI Management July 2007 - March 2010
Lazard August 2009 - November 2009
Bodystore.at July 2004 - October 2006
ComGuard June 2004 - August 2004
ComGuard June 2003 - August 2003
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2005 — 2010
BSc.
Harvard University 2009 — 2009
Study Abroad
UC Berkeley 2008 — 2008
Study Abroad
Kane Street Capital June 2014 - December 2014
Astellon Capital Partners January 2014 - January 2014
State Street June 2013 - August 2013
Morgan Stanley March 2010 - July 2012
GCI Management July 2007 - March 2010
Lazard August 2009 - November 2009
Bodystore.at July 2004 - October 2006
ComGuard June 2004 - August 2004
ComGuard June 2003 - August 2003
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Wirtschaftsuniversität Wien / Vienna University of Economics and Business Administration 2005 — 2010
BSc.
Harvard University 2009 — 2009
Study Abroad
UC Berkeley 2008 — 2008
Study Abroad
Shezan Zarook Shezan Zarook's Morgan Stanley Experience 2005 - 2006
Job
Industry Financial Services
Experience
CapitalSource March 2014 - Present
CapitalSource Bank June 2011 - February 2014
CapitalSource Bank 2007 - June 2011
Morgan Stanley 2005 - 2006
Skills
Credit Risk, Commercial Banking, Credit Analysis, Asset Based Lending, Portfolio Management, Financial Analysis, Commercial Lending, Finance, Financial Statement..., Financial Modeling, Due Diligence, Capital Markets
Education
Harvard University
Finance
Marymount University
BBA in Finance, Summa Cum Laude Honors
Royal College
CapitalSource March 2014 - Present
CapitalSource Bank June 2011 - February 2014
CapitalSource Bank 2007 - June 2011
Morgan Stanley 2005 - 2006
Skills
Credit Risk, Commercial Banking, Credit Analysis, Asset Based Lending, Portfolio Management, Financial Analysis, Commercial Lending, Finance, Financial Statement..., Financial Modeling, Due Diligence, Capital Markets
Education
Harvard University
Finance
Marymount University
BBA in Finance, Summa Cum Laude Honors
Royal College
Evan Klebe Evan Klebe's Morgan Stanley Experience 2004 - 2006
Job Principal at Lindsay Goldberg
Industry Financial Services
Experience
Lindsay Goldberg 2014 - Present
Lindsay Goldberg 2012 - 2014
3i Group plc 2010 - 2012
Lindsay Goldberg 2006 - 2008
Morgan Stanley 2004 - 2006
Education
Harvard College 1999 — 2003
Bachelor of Arts (B.A.), Economics
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Lindsay Goldberg 2014 - Present
Lindsay Goldberg 2012 - 2014
3i Group plc 2010 - 2012
Lindsay Goldberg 2006 - 2008
Morgan Stanley 2004 - 2006
Education
Harvard College 1999 — 2003
Bachelor of Arts (B.A.), Economics
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Christian Dungl Christian Dungl's Morgan Stanley Experience 2008 - 2008
Job Consultant at McKinsey & Company
Industry Management Consulting
Experience
Lazard 2009 - 2009
PricewaterhouseCoopers - PwC 2008 - 2009
Morgan Stanley 2008 - 2008
Skills
Business Strategy, Strategic Consulting, Financial Analysis, Management Consulting, Corporate Finance, Private Equity, Mergers & Acquisitions, Financial Services, Private Banking, Retail Banking, Retail, Growth Strategies, Sales Growth, Telecommunications, Business Analytics, Business Transformation, South East Asia, Operating Models, Organizational..., Organizational Design, Global Strategy, Wealth Management, Sales Effectiveness, Branch Operation, Strategic Planning, Valuation, Automotive, Change Management, Turnaround Strategy, Turn Around Management, Program Management, Financial Modeling, Synergies, Business Process Design, Business Case, Emerging Markets, Market Entry, Competitive Analysis, Investment Banking, Segmentation, M, Analytics, Strategy
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Applied Data Analytics for Managerial Decisions, Focus in Management, Finance, and Marketing
The Lauder Institute – University of Pennsylvania 2013 — 2015
Master of International Studies, Western Europe, Francophone Africa and French
INSEAD 2014 — 2014
MBA Study Exchange, Singapore, Private Equity Finance and Corporate Turnaround Mgmt.
Vienna University for Business and Economics and FHWN Wiener Neustadt 2005 — 2009
Bachelor's degree, Corporate Finance, Accounting & Auditing, GPA equivalent 3.9/4 Dean’s Certificate for Outstanding Academic Achievements
Harvard University 2008 — 2008
Study Exchange, Finance and Capital Markets
Lazard 2009 - 2009
PricewaterhouseCoopers - PwC 2008 - 2009
Morgan Stanley 2008 - 2008
Skills
Business Strategy, Strategic Consulting, Financial Analysis, Management Consulting, Corporate Finance, Private Equity, Mergers & Acquisitions, Financial Services, Private Banking, Retail Banking, Retail, Growth Strategies, Sales Growth, Telecommunications, Business Analytics, Business Transformation, South East Asia, Operating Models, Organizational..., Organizational Design, Global Strategy, Wealth Management, Sales Effectiveness, Branch Operation, Strategic Planning, Valuation, Automotive, Change Management, Turnaround Strategy, Turn Around Management, Program Management, Financial Modeling, Synergies, Business Process Design, Business Case, Emerging Markets, Market Entry, Competitive Analysis, Investment Banking, Segmentation, M, Analytics, Strategy
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Applied Data Analytics for Managerial Decisions, Focus in Management, Finance, and Marketing
The Lauder Institute – University of Pennsylvania 2013 — 2015
Master of International Studies, Western Europe, Francophone Africa and French
INSEAD 2014 — 2014
MBA Study Exchange, Singapore, Private Equity Finance and Corporate Turnaround Mgmt.
Vienna University for Business and Economics and FHWN Wiener Neustadt 2005 — 2009
Bachelor's degree, Corporate Finance, Accounting & Auditing, GPA equivalent 3.9/4 Dean’s Certificate for Outstanding Academic Achievements
Harvard University 2008 — 2008
Study Exchange, Finance and Capital Markets
Charles S. Lazar Charles S. Lazar's Morgan Stanley Experience November 1999 - December 2001
Job Managing Director at IQG Associates, LLC
Industry Financial Services
Experience
IQ-G Associates, LLC August 2013 - Present
Wilshire Associates March 2012 - August 2013
Arel Asset Manangment & Group December 2001 - April 2012
Morgan Stanley November 1999 - December 2001
Refco May 1996 - June 1999
Merrill Lynch January 1994 - May 1996
Skills
Asset Management, Asset Allocation, Capital Raising, Alternative Investments, Alternative Assets, Hedge Funds, Private Equity
Education
Harvard University 1995 — 1995
Graduate Studies, Finance
York University 1989 — 1992
Bachelor of Business Administration Studies, Banking, Corporate, Finance, and Securities Law
IQ-G Associates, LLC August 2013 - Present
Wilshire Associates March 2012 - August 2013
Arel Asset Manangment & Group December 2001 - April 2012
Morgan Stanley November 1999 - December 2001
Refco May 1996 - June 1999
Merrill Lynch January 1994 - May 1996
Skills
Asset Management, Asset Allocation, Capital Raising, Alternative Investments, Alternative Assets, Hedge Funds, Private Equity
Education
Harvard University 1995 — 1995
Graduate Studies, Finance
York University 1989 — 1992
Bachelor of Business Administration Studies, Banking, Corporate, Finance, and Securities Law
Phin Upham's Morgan Stanley Experience 2006 - 2008
Job Principal at Thiel Capital, Peter Thiel investment office
Industry Venture Capital & Private Equity
Experience
Thiel Capital February 2008 - Present
Morgan Stanley 2006 - 2008
Tishman Speyer 2004 - 2005
Lazard July 2004 - August 2004
United Press International 2000 - 2002
Skills
Venture Capital, Investments, Business Strategy, Start-ups, Emerging Markets, Financial Modeling, Private Equity, Valuation, Equities, Portfolio Management, Asset Managment, Capital Markets, Financial Analysis, Hedge Funds, Entrepreneurship, Investment Banking, Due Diligence, Mergers & Acquisitions, Corporate Development, Asset Management, Corporate Finance, Investment Management, Investor Relations, Finance, Strategy, Alternative Investments, Fixed Income, Derivatives, Bloomberg
Education
Harvard University 1997 — 2000
Bachelor of Arts (B.A.), Philosophy
Wharton School, University of Pennsylvania 2003 — 2005
Master of Business Administration (M.B.A.), Financial Entrepreneurship
Wharton School, University of Pennsylvania 2002 — 2006
Ph.D., Applied Economics and Management Science (Management - Strategy and Organizational Theory)
Thiel Capital February 2008 - Present
Morgan Stanley 2006 - 2008
Tishman Speyer 2004 - 2005
Lazard July 2004 - August 2004
United Press International 2000 - 2002
Skills
Venture Capital, Investments, Business Strategy, Start-ups, Emerging Markets, Financial Modeling, Private Equity, Valuation, Equities, Portfolio Management, Asset Managment, Capital Markets, Financial Analysis, Hedge Funds, Entrepreneurship, Investment Banking, Due Diligence, Mergers & Acquisitions, Corporate Development, Asset Management, Corporate Finance, Investment Management, Investor Relations, Finance, Strategy, Alternative Investments, Fixed Income, Derivatives, Bloomberg
Education
Harvard University 1997 — 2000
Bachelor of Arts (B.A.), Philosophy
Wharton School, University of Pennsylvania 2003 — 2005
Master of Business Administration (M.B.A.), Financial Entrepreneurship
Wharton School, University of Pennsylvania 2002 — 2006
Ph.D., Applied Economics and Management Science (Management - Strategy and Organizational Theory)
Bob Jordan Bob Jordan's Morgan Stanley Experience August 1998 - February 2008
Job
Industry Financial Services
Experience
The Blackstone Group June 2011 - Present
Xaraf Management LLC March 2008 - June 2011
Morgan Stanley August 1998 - February 2008
Susquehanna International Group 1994 - 1996
Susquehanna Investment Group 1994 - 1996
Skills
Equities, Capital Markets, Private Equity, Portfolio Management, Investments, Financial Modeling, Corporate Finance, Investment Banking, Fixed Income, Derivatives, Trading, Mergers, Financial Analysis, Asset Managment, Due Diligence, Risk Management, Strategic Financial..., Business Strategy, Finance, Business Development
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1998
MBA
Harvard University 1990 — 1994
Sidwell Friends School
The Blackstone Group June 2011 - Present
Xaraf Management LLC March 2008 - June 2011
Morgan Stanley August 1998 - February 2008
Susquehanna International Group 1994 - 1996
Susquehanna Investment Group 1994 - 1996
Skills
Equities, Capital Markets, Private Equity, Portfolio Management, Investments, Financial Modeling, Corporate Finance, Investment Banking, Fixed Income, Derivatives, Trading, Mergers, Financial Analysis, Asset Managment, Due Diligence, Risk Management, Strategic Financial..., Business Strategy, Finance, Business Development
Education
Massachusetts Institute of Technology - Sloan School of Management 1996 — 1998
MBA
Harvard University 1990 — 1994
Sidwell Friends School
Anna Zhang's Morgan Stanley Experience July 2010 - April 2013
Job Associate at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group May 2013 - Present
Morgan Stanley July 2010 - April 2013
Morgan Stanley June 2009 - August 2009
Federal Reserve Bank of Dallas June 2007 - August 2007
Education
Harvard University 2006 — 2010
BA with Honors, Economics
Plano West Senior High School
The Blackstone Group May 2013 - Present
Morgan Stanley July 2010 - April 2013
Morgan Stanley June 2009 - August 2009
Federal Reserve Bank of Dallas June 2007 - August 2007
Education
Harvard University 2006 — 2010
BA with Honors, Economics
Plano West Senior High School
Emily Wilson, CFA's Morgan Stanley Experience July 2005 - April 2010
Job Managing Director at RW Pressprich
Industry Financial Services
Experience
RW Pressprich October 2012 - Present
PIPER JAFFRAY & CO July 2011 - June 2012
Susquehanna International Group April 2010 - June 2011
Morgan Stanley July 2005 - April 2010
HARVARD COLLEGE July 2003 - July 2004
Education
Harvard College 2001 — 2005
Bachelor of Science (B.S.), Mechanical Engineering
PHILLIPS EXETER ACADEMY
RW Pressprich October 2012 - Present
PIPER JAFFRAY & CO July 2011 - June 2012
Susquehanna International Group April 2010 - June 2011
Morgan Stanley July 2005 - April 2010
HARVARD COLLEGE July 2003 - July 2004
Education
Harvard College 2001 — 2005
Bachelor of Science (B.S.), Mechanical Engineering
PHILLIPS EXETER ACADEMY
Linda Ge's Morgan Stanley Experience June 2014 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley January 2014 - June 2014
Morgan Stanley June 2011 - January 2014
Harvard University September 2008 - May 2011
Morgan Stanley June 2010 - August 2010
Citi June 2009 - August 2009
Education
Harvard University 2007 — 2011
Economics
Morgan Stanley June 2014 - Present
Morgan Stanley January 2014 - June 2014
Morgan Stanley June 2011 - January 2014
Harvard University September 2008 - May 2011
Morgan Stanley June 2010 - August 2010
Citi June 2009 - August 2009
Education
Harvard University 2007 — 2011
Economics
Afaf Ibraheem's Morgan Stanley Experience June 2011 - June 2013
Job Associate at Vance Street Capital
Industry Venture Capital & Private Equity
Experience
Vance Street Capital August 2013 - Present
Morgan Stanley June 2011 - June 2013
Phillips Brooks House Association 2009 - 2011
Morgan Stanley June 2010 - August 2010
Education
Harvard University 2007 — 2011
A.B. Degree, Psychology; Social & Cognitive Neuroscience
Vance Street Capital August 2013 - Present
Morgan Stanley June 2011 - June 2013
Phillips Brooks House Association 2009 - 2011
Morgan Stanley June 2010 - August 2010
Education
Harvard University 2007 — 2011
A.B. Degree, Psychology; Social & Cognitive Neuroscience
Vanessa Chin Cheshire's Morgan Stanley Experience 2007 - 2009
Job Managing Director at Charles Schwab
Industry Financial Services
Experience
.406 Ventures 2013 - 2013
The McGraw Hill Companies 2010 - 2012
Morgan Stanley 2007 - 2009
Morgan Stanley 2001 - 2007
Morgan Stanley 2000 - 2001
Morgan Stanley 1998 - 1999
Booz Allen Hamilton 1995 - 1998
Salomon Brothers 1994 - 1994
Bankers Trust 1992 - 1993
Smith Barney, Harris Upham 1990 - 1992
Skills
Strategy Development, New Business Development, Strategic Partnerships, Digital Strategy, Digital Innovation, E-commerce, Organizational Change, Cross Selling, Cost Reduction, Growth Planning, Change Management, Management Consulting, Cross-functional..., International Growth, Portfolio Management, Investment Banking, Mergers, Outsourcing, Spin-offs, Company Acquisitions, Asset Management, M&A due diligence, Team Management, Sales Management, Wealth Management, Business Strategy, Strategic Planning, Vendor Management, Securities Offerings, Corporate Development, Financial Markets, Capital Markets, Financial Data, E-learning, Educational Technology, Financial Technology, Strategy, Due Diligence, Growth Management, Venture Capital, Start-ups, Mergers & Acquisitions, E-Learning, Business Planning, Finance, Investments, Corporate Finance
Education
The Tuck School of Business at Dartmouth 1993 — 1995
M.B.A.
Harvard University 1984 — 1988
A.B.
Belmont High School
.406 Ventures 2013 - 2013
The McGraw Hill Companies 2010 - 2012
Morgan Stanley 2007 - 2009
Morgan Stanley 2001 - 2007
Morgan Stanley 2000 - 2001
Morgan Stanley 1998 - 1999
Booz Allen Hamilton 1995 - 1998
Salomon Brothers 1994 - 1994
Bankers Trust 1992 - 1993
Smith Barney, Harris Upham 1990 - 1992
Skills
Strategy Development, New Business Development, Strategic Partnerships, Digital Strategy, Digital Innovation, E-commerce, Organizational Change, Cross Selling, Cost Reduction, Growth Planning, Change Management, Management Consulting, Cross-functional..., International Growth, Portfolio Management, Investment Banking, Mergers, Outsourcing, Spin-offs, Company Acquisitions, Asset Management, M&A due diligence, Team Management, Sales Management, Wealth Management, Business Strategy, Strategic Planning, Vendor Management, Securities Offerings, Corporate Development, Financial Markets, Capital Markets, Financial Data, E-learning, Educational Technology, Financial Technology, Strategy, Due Diligence, Growth Management, Venture Capital, Start-ups, Mergers & Acquisitions, E-Learning, Business Planning, Finance, Investments, Corporate Finance
Education
The Tuck School of Business at Dartmouth 1993 — 1995
M.B.A.
Harvard University 1984 — 1988
A.B.
Belmont High School
Beth Anne Zimmerman's Morgan Stanley Experience January 2005 - January 2009
Job Treasurer at City of Reading, PA
Industry Government Administration
Experience
City of Reading, PA October 2014 - Present
City of Reading, PA March 2013 - June 2015
City of Reading, PA June 2012 - March 2013
National Penn Bank January 2010 - March 2012
UBS January 2009 - November 2009
Morgan Stanley January 2005 - January 2009
NOVA Corporation October 2002 - October 2004
Skills
Time Management, Finance, Leadership, Cash Management, Management, Public Speaking, Auditing, Internal Audit, Microsoft Excel, Accounting, Budgets, Human Resources, Account Reconciliation, Risk Management, Accounts Payable, Banking, Outlook, Customer Service, Strategic Planning, PowerPoint, Business Analysis, Microsoft Office, Event Planning, Microsoft Word, Accounts Receivable, Internal Controls
Education
Alvernia University 2010 — 2012
MBA, Business Administration; Tax and Accounting, 3.9
Temple University 2001 — 2003
Bachelor of Arts (B.A.), Asian Studies, 3.6
Harvard University 2000 — 2000
Japanese, 4.0
City of Reading, PA October 2014 - Present
City of Reading, PA March 2013 - June 2015
City of Reading, PA June 2012 - March 2013
National Penn Bank January 2010 - March 2012
UBS January 2009 - November 2009
Morgan Stanley January 2005 - January 2009
NOVA Corporation October 2002 - October 2004
Skills
Time Management, Finance, Leadership, Cash Management, Management, Public Speaking, Auditing, Internal Audit, Microsoft Excel, Accounting, Budgets, Human Resources, Account Reconciliation, Risk Management, Accounts Payable, Banking, Outlook, Customer Service, Strategic Planning, PowerPoint, Business Analysis, Microsoft Office, Event Planning, Microsoft Word, Accounts Receivable, Internal Controls
Education
Alvernia University 2010 — 2012
MBA, Business Administration; Tax and Accounting, 3.9
Temple University 2001 — 2003
Bachelor of Arts (B.A.), Asian Studies, 3.6
Harvard University 2000 — 2000
Japanese, 4.0
Bernard V. Peterson Bernard V. Peterson's Morgan Stanley Experience September 2000 - January 2012
Job Securities and Investment Law
Industry Legal Services
Experience
Law Office of Bernard V. Peterson January 2012 - Present
Morgan Stanley September 2000 - January 2012
Prudential Financial August 1987 - August 2000
Skills
Alternative Investments, Hedge Funds, Private Equity, Asset Management, Investments, Corporate Governance, Portfolio Management, Compliance, Capital Markets, Financial Services, Investment Management, Equities, Securities, Due Diligence, Mutual Funds, Mergers & Acquisitions, Fixed Income, Valuation
Education
University of California, Berkeley - School of Law 1981 — 1984
JD, Law
Harvard University 1976 — 1980
BA
Law Office of Bernard V. Peterson January 2012 - Present
Morgan Stanley September 2000 - January 2012
Prudential Financial August 1987 - August 2000
Skills
Alternative Investments, Hedge Funds, Private Equity, Asset Management, Investments, Corporate Governance, Portfolio Management, Compliance, Capital Markets, Financial Services, Investment Management, Equities, Securities, Due Diligence, Mutual Funds, Mergers & Acquisitions, Fixed Income, Valuation
Education
University of California, Berkeley - School of Law 1981 — 1984
JD, Law
Harvard University 1976 — 1980
BA
Eli Silberzweig Eli Silberzweig's Morgan Stanley Experience March 1999 - August 2000
Job Leveraging analytics to grow revenue and improve the customer experience
Industry Insurance
Experience
Liberty Mutual Insurance 2012 - Present
Liberty Mutual Group 2006 - 2012
Liberty Mutual Group 2004 - 2006
Capital One 2003 - 2004
Morgan Stanley March 1999 - August 2000
Skills
Strategy, Insurance, Financial Analysis, Risk Management, Business Strategy, Strategic Planning, Corporate Finance, Analytics, Process Improvement, Leadership, Business Development, Analysis, Finance, Data Analysis, Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
Master of Business Administration (M.B.A.), Finance & Business Development
Harvard University 1992 — 1997
Bachelor's Degree, Economics
Liberty Mutual Insurance 2012 - Present
Liberty Mutual Group 2006 - 2012
Liberty Mutual Group 2004 - 2006
Capital One 2003 - 2004
Morgan Stanley March 1999 - August 2000
Skills
Strategy, Insurance, Financial Analysis, Risk Management, Business Strategy, Strategic Planning, Corporate Finance, Analytics, Process Improvement, Leadership, Business Development, Analysis, Finance, Data Analysis, Management
Education
Massachusetts Institute of Technology - Sloan School of Management 2001 — 2003
Master of Business Administration (M.B.A.), Finance & Business Development
Harvard University 1992 — 1997
Bachelor's Degree, Economics
Brian Silver's Morgan Stanley Experience 1998 - 2013
Job
Industry
Experience
Perella Weinberg Partners 2013 - Present
Morgan Stanley 1998 - 2013
Salomon Brothers 1997 - 1998
Sullivan & Cromwell LLP 1994 - 1997
Skills
Investments
Education
University of Chicago Law School 1991 — 1994
Doctor of Law (JD)
Harvard University 1986 — 1990
Bachelor of Arts (BA)
Perella Weinberg Partners 2013 - Present
Morgan Stanley 1998 - 2013
Salomon Brothers 1997 - 1998
Sullivan & Cromwell LLP 1994 - 1997
Skills
Investments
Education
University of Chicago Law School 1991 — 1994
Doctor of Law (JD)
Harvard University 1986 — 1990
Bachelor of Arts (BA)
Audrey Han's Morgan Stanley Experience June 2014 - Present
Job Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2014 - Present
Snapette January 2014 - May 2014
Morgan Stanley June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Ernst & Young June 2011 - August 2011
Skills
Bloomberg, Financial Modeling, Valuation, Investment Banking, Capital Markets, Economics, Stata, Equities, Private Equity, Corporate Finance, Retail, Financial Analysis, Microsoft Excel, Harp, Music, Quantitative Finance, Quantitative Analytics
Education
Harvard University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Greenwich Academy 1997 — 2010
High School Diploma, Cum Laude
Morgan Stanley June 2014 - Present
Snapette January 2014 - May 2014
Morgan Stanley June 2013 - August 2013
Morgan Stanley June 2012 - August 2012
Ernst & Young June 2011 - August 2011
Skills
Bloomberg, Financial Modeling, Valuation, Investment Banking, Capital Markets, Economics, Stata, Equities, Private Equity, Corporate Finance, Retail, Financial Analysis, Microsoft Excel, Harp, Music, Quantitative Finance, Quantitative Analytics
Education
Harvard University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Greenwich Academy 1997 — 2010
High School Diploma, Cum Laude
Ashley Rivera's Morgan Stanley Experience March 2015 - Present
Job Private Wealth Rotational Analyst Philanthropy Management Team at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management June 2014 - March 2015
The Boston Consulting Group June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Abercrombie & Fitch July 2011 - September 2011
University of Pennsylvania Law School June 2011 - July 2011
Skills
Spanish, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Research, Financial Analysis, Market Research, Public Speaking, Social Media, Financial Modeling, Marketing, Economics, Statistics, SPSS
Education
Wharton School, University of Pennsylvania 2010 — 2014
Marketing and Entrepreneurship
Università Commerciale 'Luigi Bocconi' / Bocconi University
Study Abroad Semester
Harvard University 2009 — 2009
Summer School
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management June 2014 - March 2015
The Boston Consulting Group June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Abercrombie & Fitch July 2011 - September 2011
University of Pennsylvania Law School June 2011 - July 2011
Skills
Spanish, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Research, Financial Analysis, Market Research, Public Speaking, Social Media, Financial Modeling, Marketing, Economics, Statistics, SPSS
Education
Wharton School, University of Pennsylvania 2010 — 2014
Marketing and Entrepreneurship
Università Commerciale 'Luigi Bocconi' / Bocconi University
Study Abroad Semester
Harvard University 2009 — 2009
Summer School
Spencer Punter's Morgan Stanley Experience August 1995 - September 1996
Job CFO
Industry Information Technology and Services
Experience
Appcelerator August 2015 - Present
SnapLogic May 2013 - Present
Capital Dynamics July 2009 - May 2013
ApexMD January 2008 - December 2009
Aztek Networks January 2006 - December 2007
Bowman Capital May 1999 - November 2002
Integral Capital Partners September 1996 - May 1999
Morgan Stanley August 1995 - September 1996
Skills
Venture Capital, Alternative Investments, Cleantech, Private Equity, Mergers, Investment Banking, Entrepreneur, IPO, Finance, Corporate Development, Angel Investing, Entrepreneurship, Product Management, Mutual Funds, Mergers & Acquisitions, Investments, Business Planning, Business Strategy, Start-ups
Education
Harvard University
Bachelor's Degree
Appcelerator August 2015 - Present
SnapLogic May 2013 - Present
Capital Dynamics July 2009 - May 2013
ApexMD January 2008 - December 2009
Aztek Networks January 2006 - December 2007
Bowman Capital May 1999 - November 2002
Integral Capital Partners September 1996 - May 1999
Morgan Stanley August 1995 - September 1996
Skills
Venture Capital, Alternative Investments, Cleantech, Private Equity, Mergers, Investment Banking, Entrepreneur, IPO, Finance, Corporate Development, Angel Investing, Entrepreneurship, Product Management, Mutual Funds, Mergers & Acquisitions, Investments, Business Planning, Business Strategy, Start-ups
Education
Harvard University
Bachelor's Degree
Dan Martell's Morgan Stanley Experience November 2008 - November 2009
Job Senior Business Strategist, Executive Coaching
Industry Financial Services
Experience
Chariot Investment Group June 2015 - Present
BSG Team Ventures Boston Search Group, Inc. April 2012 - June 2015
Chariot Investment Group February 2010 - May 2012
Morgan Stanley November 2008 - November 2009
Maple Securities March 2006 - August 2008
Thor Trading January 2004 - February 2006
CooperNeff Advisors, div of BNP Paribas January 2001 - August 2003
Education
Harvard University 1965 — 1974
BA, MBA, History, Finance
Chariot Investment Group June 2015 - Present
BSG Team Ventures Boston Search Group, Inc. April 2012 - June 2015
Chariot Investment Group February 2010 - May 2012
Morgan Stanley November 2008 - November 2009
Maple Securities March 2006 - August 2008
Thor Trading January 2004 - February 2006
CooperNeff Advisors, div of BNP Paribas January 2001 - August 2003
Education
Harvard University 1965 — 1974
BA, MBA, History, Finance
Sara Nayeem Sara Nayeem's Morgan Stanley Experience 1999 - 2001
Job Principal at New Enterprise Associates
Industry Venture Capital & Private Equity
Experience
New Enterprise Associates January 2010 - Present
New Enterprise Associates January 2009 - December 2009
Merrill Lynch 2006 - 2009
Morgan Stanley 1999 - 2001
Education
Yale University 2001 — 2006
MD / MBA
Harvard University 1995 — 1999
AB, Biological Sciences
New Enterprise Associates January 2010 - Present
New Enterprise Associates January 2009 - December 2009
Merrill Lynch 2006 - 2009
Morgan Stanley 1999 - 2001
Education
Yale University 2001 — 2006
MD / MBA
Harvard University 1995 — 1999
AB, Biological Sciences
Ashtynn Baltimore's Morgan Stanley Experience July 2010 - August 2010
Job Student at Harvard University
Industry Financial Services
Experience
Goldman Sachs May 2011 - Present
Pre-Professional Development August 2010 - Present
Novus Vision Consulting Group August 2010 - May 2011
Digital Literacy Project January 2010 - May 2011
Independent Research Project June 2008 - May 2011
Goldman Sachs IMD March 2011 - March 2011
Goldman Sachs 2011 - 2011
Morgan Stanley July 2010 - August 2010
Smith Barney June 2007 - July 2007
Education
Harvard University 2009 — 2012
Goldman Sachs May 2011 - Present
Pre-Professional Development August 2010 - Present
Novus Vision Consulting Group August 2010 - May 2011
Digital Literacy Project January 2010 - May 2011
Independent Research Project June 2008 - May 2011
Goldman Sachs IMD March 2011 - March 2011
Goldman Sachs 2011 - 2011
Morgan Stanley July 2010 - August 2010
Smith Barney June 2007 - July 2007
Education
Harvard University 2009 — 2012
Tom Schoenwaelder Tom Schoenwaelder's Morgan Stanley Experience June 2004 - August 2004
Job Principal at Doblin Group
Industry Management Consulting
Experience
Monitor Deloitte January 2013 - Present
Doblin Group September 2000 - Present
Monitor Group September 2000 - January 2013
Morgan Stanley June 2004 - August 2004
Bain and Company Munich June 1999 - August 1999
Procter and Gamble June 1998 - August 1998
Skills
Business Strategy, Organizational..., FMCG, Retail, Corporate Finance, Business Planning, Marketing Strategy, Strategic Planning, Financial Analysis, Competitive Analysis, New Business Development, Product Development, Corporate Development, Innovation, Consumer Products, Business Development, Market Entry, Management Consulting, Strategy, Management, Market Analysis, Leadership
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA (Degree awarded with Distinction), Business
Harvard University 1996 — 2000
A.B. (Magna Cum Laude), Government
Schule Schloss Salem 1994 — 1996
International Baccalaureate
Monitor Deloitte January 2013 - Present
Doblin Group September 2000 - Present
Monitor Group September 2000 - January 2013
Morgan Stanley June 2004 - August 2004
Bain and Company Munich June 1999 - August 1999
Procter and Gamble June 1998 - August 1998
Skills
Business Strategy, Organizational..., FMCG, Retail, Corporate Finance, Business Planning, Marketing Strategy, Strategic Planning, Financial Analysis, Competitive Analysis, New Business Development, Product Development, Corporate Development, Innovation, Consumer Products, Business Development, Market Entry, Management Consulting, Strategy, Management, Market Analysis, Leadership
Education
Northwestern University - Kellogg School of Management 2003 — 2005
MBA (Degree awarded with Distinction), Business
Harvard University 1996 — 2000
A.B. (Magna Cum Laude), Government
Schule Schloss Salem 1994 — 1996
International Baccalaureate
Cary Williams's Morgan Stanley Experience June 2014 - August 2014
Job Student at Harvard College
Industry
Experience
Management Leadership for Tomorrow May 2014 - Present
Harvard Foundation October 2012 - Present
The W.E.B. Du Bois Society September 2012 - Present
Morgan Stanley June 2014 - August 2014
Skills
French, PowerPoint, Microsoft Excel, Public Speaking
Education
Harvard University 2012 — 2016
Bachelor's Degree, History and Literature
Milton Academy 2009 — 2012
High School
Management Leadership for Tomorrow May 2014 - Present
Harvard Foundation October 2012 - Present
The W.E.B. Du Bois Society September 2012 - Present
Morgan Stanley June 2014 - August 2014
Skills
French, PowerPoint, Microsoft Excel, Public Speaking
Education
Harvard University 2012 — 2016
Bachelor's Degree, History and Literature
Milton Academy 2009 — 2012
High School
Rajiv Shankar's Morgan Stanley Experience January 2010 - June 2011
Job Instructor in economics at Harvard University
Industry Higher Education
Experience
Harvard University September 2003 - Present
Morgan Stanley January 2010 - June 2011
Skills
Economics, Finance, Financial Modeling, Investments, Wealth Management, Financial Analysis, Portfolio Management, Mutual Funds, Research, Strategic Financial..., Asset Allocation, Asset Management, Public Speaking
Education
Harvard University
Master's Degree, Economics
Harvard University
Bachelor's Degree, Economics, Cum Laude
La Martiniere, Calcutta 1971 — 1984
Harvard University September 2003 - Present
Morgan Stanley January 2010 - June 2011
Skills
Economics, Finance, Financial Modeling, Investments, Wealth Management, Financial Analysis, Portfolio Management, Mutual Funds, Research, Strategic Financial..., Asset Allocation, Asset Management, Public Speaking
Education
Harvard University
Master's Degree, Economics
Harvard University
Bachelor's Degree, Economics, Cum Laude
La Martiniere, Calcutta 1971 — 1984
Willie Alford II's Morgan Stanley Experience November 2003 - March 2005
Job Head of Endowments and Foundations, Familly Offices and Healthcare at Western Asset Management
Industry Investment Management
Experience
Western Asset Management June 2014 - Present
Western Asset Management June 2011 - May 2014
Evolution Capital Management January 2009 - May 2011
Evolution Capital Management December 2007 - December 2008
Evolution Capital Management April 2005 - November 2007
Morgan Stanley November 2003 - March 2005
Western Asset Management July 2002 - November 2003
Skills
Asset Managment, Bloomberg, Equities, Fixed Income, Hedge Funds, Investments, Fundraising, Alternative Investments, Bonds, Portfolio Management, Asset Allocation, Derivatives, Business Development, Investment Strategies
Education
Harvard University 1998 — 2002
Bachelors, Economics
Western Asset Management June 2014 - Present
Western Asset Management June 2011 - May 2014
Evolution Capital Management January 2009 - May 2011
Evolution Capital Management December 2007 - December 2008
Evolution Capital Management April 2005 - November 2007
Morgan Stanley November 2003 - March 2005
Western Asset Management July 2002 - November 2003
Skills
Asset Managment, Bloomberg, Equities, Fixed Income, Hedge Funds, Investments, Fundraising, Alternative Investments, Bonds, Portfolio Management, Asset Allocation, Derivatives, Business Development, Investment Strategies
Education
Harvard University 1998 — 2002
Bachelors, Economics
Andrew Fraga's Morgan Stanley Experience June 2015 - August 2015
Job Student at Harvard University
Industry
Experience
Bain & Company August 2015 - August 2015
Morgan Stanley June 2015 - August 2015
Los Angeles Clippers June 2014 - March 2015
Crimson Consulting May 2014 - August 2014
Skills
Stata, Archtics Ticketing..., Microsoft Excel, PowerPoint, Microsoft Word, Customer Relations, Presentations, Interpersonal Skills, Microsoft Office
Education
Harvard University 2013 — 2017
Bachelor of Arts (B.A.), Economics, Junior
Sonora High School 2009 — 2013
Bain & Company August 2015 - August 2015
Morgan Stanley June 2015 - August 2015
Los Angeles Clippers June 2014 - March 2015
Crimson Consulting May 2014 - August 2014
Skills
Stata, Archtics Ticketing..., Microsoft Excel, PowerPoint, Microsoft Word, Customer Relations, Presentations, Interpersonal Skills, Microsoft Office
Education
Harvard University 2013 — 2017
Bachelor of Arts (B.A.), Economics, Junior
Sonora High School 2009 — 2013
Renzo Lucioni's Morgan Stanley Experience May 2011 - August 2011
Job Software Engineer at edX
Industry Computer Software
Experience
edX July 2014 - Present
The Economist December 2013 - Present
edX May 2013 - June 2014
UCSD Microelectronic Embedded Systems Laboratory May 2012 - August 2012
Morgan Stanley May 2011 - August 2011
Education
Harvard University 2010 — 2014
A.B., Computer Science. Secondary Field in Government.
Bainbridge High School 2006 — 2010
High School Diploma
edX July 2014 - Present
The Economist December 2013 - Present
edX May 2013 - June 2014
UCSD Microelectronic Embedded Systems Laboratory May 2012 - August 2012
Morgan Stanley May 2011 - August 2011
Education
Harvard University 2010 — 2014
A.B., Computer Science. Secondary Field in Government.
Bainbridge High School 2006 — 2010
High School Diploma
Arjun Nandkishore's Morgan Stanley Experience June 2013 - June 2015
Job
Industry Financial Services
Experience
Morgan Stanley June 2013 - June 2015
Morgan Stanley June 2012 - August 2012
UIDAI, Government of India May 2011 - July 2011
Nestle July 2010 - August 2010
Feedback INFRA June 2010 - June 2010
Skills
Microsoft Office, Microsoft Excel, Matlab, Research, Data Analysis, PowerPoint, C
Education
Harvard University 2009 — 2013
Bachelor of Arts (BA), Physics and Mathematics, Secondary in Computer Science
Morgan Stanley June 2013 - June 2015
Morgan Stanley June 2012 - August 2012
UIDAI, Government of India May 2011 - July 2011
Nestle July 2010 - August 2010
Feedback INFRA June 2010 - June 2010
Skills
Microsoft Office, Microsoft Excel, Matlab, Research, Data Analysis, PowerPoint, C
Education
Harvard University 2009 — 2013
Bachelor of Arts (BA), Physics and Mathematics, Secondary in Computer Science
Erin Petry Erin Petry's Morgan Stanley Experience June 2015 - Present
Job Summer Sales and Trading Analyst at Morgan Stanley
Industry
Experience
Morgan Stanley June 2015 - Present
Harvard University January 2015 - May 2015
Center for Education Policy Research at Harvard University January 2014 - November 2014
Ministry of Economy and Regional Development, Republic of Serbia May 2014 - July 2014
UBS May 2013 - August 2013
Education
Harvard University 2013 — 2016
BA, Applied Mathematics
Middlebury College
New Trier High School
Morgan Stanley June 2015 - Present
Harvard University January 2015 - May 2015
Center for Education Policy Research at Harvard University January 2014 - November 2014
Ministry of Economy and Regional Development, Republic of Serbia May 2014 - July 2014
UBS May 2013 - August 2013
Education
Harvard University 2013 — 2016
BA, Applied Mathematics
Middlebury College
New Trier High School
David Hilder's Morgan Stanley Experience February 1994 - June 2001
Job Senior Analyst, Banks at Drexel Hamilton
Industry Investment Banking
Experience
Drexel Hamilton July 2012 - Present
Susquehanna International Group April 2010 - January 2012
Putnam Investments July 2008 - April 2010
Bear Stearns & Co. June 2001 - June 2008
Morgan Stanley February 1994 - June 2001
CS First Boston September 1991 - February 1994
The Wall Street Journal June 1983 - July 1991
Skills
Equities, Investment Banking, Banking, Portfolio Management, Capital Markets, Financial Services, Series 7, Investments, Alternative Investments, Sell Side, Valuation, Equity Valuation, Securities, Financial Modeling, Industry Analysis, Competitive Analysis, Asset Management, Investment Management, Research, Investor Relations, Financial Markets, Private Equity, DCF, Emerging Markets, Asset Allocation, Bonds, Series 86/87, Brokerage, Series 24, Equity Research
Education
Harvard University
A.B., cum laude, History and Literature
Phillips Academy
Drexel Hamilton July 2012 - Present
Susquehanna International Group April 2010 - January 2012
Putnam Investments July 2008 - April 2010
Bear Stearns & Co. June 2001 - June 2008
Morgan Stanley February 1994 - June 2001
CS First Boston September 1991 - February 1994
The Wall Street Journal June 1983 - July 1991
Skills
Equities, Investment Banking, Banking, Portfolio Management, Capital Markets, Financial Services, Series 7, Investments, Alternative Investments, Sell Side, Valuation, Equity Valuation, Securities, Financial Modeling, Industry Analysis, Competitive Analysis, Asset Management, Investment Management, Research, Investor Relations, Financial Markets, Private Equity, DCF, Emerging Markets, Asset Allocation, Bonds, Series 86/87, Brokerage, Series 24, Equity Research
Education
Harvard University
A.B., cum laude, History and Literature
Phillips Academy
Laura Lanteri's Morgan Stanley Experience 2006 - 2008
Job Owner, Laura Lanteri New York & Faculty at Parsons The New School
Industry Luxury Goods & Jewelry
Experience
The New School January 2015 - Present
Laura Lanteri 2012 - Present
Louis Vuitton North America 2011 - 2012
Gucci 2010 - December 2011
Oscar de la Renta 2008 - 2009
Morgan Stanley 2006 - 2008
The World Bank 2004 - 2006
Skills
Competitive Analysis, Brand Management, Art Direction, Brand Development, Branding & Identity, Trend Analysis, E-commerce, Merchandising, Retail, Fashion, Luxury Goods, Product Management, Start-ups, Forecasting, Strategic Planning, Product Development, Management, Distribution Strategies, Sales, Pricing, Training, Public Relations, Finance, Analysis, Project Planning, Negotiation, Branding Consultancy, CRM, Italian
Education
Harvard University 2002 — 2004
MA, Economics
Università Commerciale 'Luigi Bocconi' 1997 — 2002
MA, Economics and Business
The New School January 2015 - Present
Laura Lanteri 2012 - Present
Louis Vuitton North America 2011 - 2012
Gucci 2010 - December 2011
Oscar de la Renta 2008 - 2009
Morgan Stanley 2006 - 2008
The World Bank 2004 - 2006
Skills
Competitive Analysis, Brand Management, Art Direction, Brand Development, Branding & Identity, Trend Analysis, E-commerce, Merchandising, Retail, Fashion, Luxury Goods, Product Management, Start-ups, Forecasting, Strategic Planning, Product Development, Management, Distribution Strategies, Sales, Pricing, Training, Public Relations, Finance, Analysis, Project Planning, Negotiation, Branding Consultancy, CRM, Italian
Education
Harvard University 2002 — 2004
MA, Economics
Università Commerciale 'Luigi Bocconi' 1997 — 2002
MA, Economics and Business
Catherine Gamble's Morgan Stanley Experience June 2015 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Harvard Undergraduate Women in Business December 2013 - January 2015
Morgan Stanley June 2014 - August 2014
Porter Novelli May 2013 - August 2013
AeroDesigns, Inc. June 2012 - August 2012
Skills
Event Planning, Editing, Social Media, Facebook, Public Relations, Nonprofits, Community Outreach, Research, Public Speaking, Social Networking, Spanish, PowerPoint, Social Media Marketing, Politics, Fundraising, Event Management, Microsoft Office, Photoshop, French, Microsoft Excel, Microsoft Word, InDesign, Market Research
Education
Harvard University 2011 — 2015
BA, Social Studies
Morgan Stanley June 2015 - Present
Harvard Undergraduate Women in Business December 2013 - January 2015
Morgan Stanley June 2014 - August 2014
Porter Novelli May 2013 - August 2013
AeroDesigns, Inc. June 2012 - August 2012
Skills
Event Planning, Editing, Social Media, Facebook, Public Relations, Nonprofits, Community Outreach, Research, Public Speaking, Social Networking, Spanish, PowerPoint, Social Media Marketing, Politics, Fundraising, Event Management, Microsoft Office, Photoshop, French, Microsoft Excel, Microsoft Word, InDesign, Market Research
Education
Harvard University 2011 — 2015
BA, Social Studies
Ece Erdagoz's Morgan Stanley Experience June 2013 - August 2013
Job Analyst at BlackRock
Industry Investment Management
Experience
BlackRock August 2014 - Present
Morgan Stanley June 2013 - August 2013
Google June 2012 - August 2012
Education
Harvard University 2010 — 2014
BA
HBX Harvard Business School
Core: Credential of Readiness
United World College 2008 — 2010
International Baccalaureate
Uskudar American Academy 2005 — 2007
High School
BlackRock August 2014 - Present
Morgan Stanley June 2013 - August 2013
Google June 2012 - August 2012
Education
Harvard University 2010 — 2014
BA
HBX Harvard Business School
Core: Credential of Readiness
United World College 2008 — 2010
International Baccalaureate
Uskudar American Academy 2005 — 2007
High School
Alex Cherenfant's Morgan Stanley Experience June 2012 - August 2012
Job Junior Associate at Sard Verbinnen & Co
Industry Public Relations and Communications
Experience
Sard Verbinnen & Co 2013 - October 2014
Harvard University August 2009 - May 2013
Morgan Stanley June 2012 - August 2012
State Street June 2011 - August 2011
State Street June 2010 - August 2010
McGladrey Capital Markets June 2009 - July 2009
Skills
Microsoft Office, Stata, Economics, PowerPoint, Research, Microsoft Excel, Financial Modeling, Financial Analysis, Valuation, Data Analysis, Analysis, Statistics, Management, Social Media
Education
Harvard University 2009 — 2013
A.B., Economics
Sard Verbinnen & Co 2013 - October 2014
Harvard University August 2009 - May 2013
Morgan Stanley June 2012 - August 2012
State Street June 2011 - August 2011
State Street June 2010 - August 2010
McGladrey Capital Markets June 2009 - July 2009
Skills
Microsoft Office, Stata, Economics, PowerPoint, Research, Microsoft Excel, Financial Modeling, Financial Analysis, Valuation, Data Analysis, Analysis, Statistics, Management, Social Media
Education
Harvard University 2009 — 2013
A.B., Economics
Adam Richmond Adam Richmond's Morgan Stanley Experience August 2006 - Present
Job Executive Director High Yield Credit Strategist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2006 - Present
Education
Chicago GSB 2004 — 2006
MBA
Harvard College 1998 — 2002
AB, Economics
Morgan Stanley August 2006 - Present
Education
Chicago GSB 2004 — 2006
MBA
Harvard College 1998 — 2002
AB, Economics
Eliza Calihan's Morgan Stanley Experience June 2012 - August 2012
Job Merchant Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Goldman Sachs July 2013 - July 2015
Morgan Stanley June 2012 - August 2012
US Department of the Treasury June 2011 - August 2011
Education
Harvard College 2009 — 2013
Bachelor of Arts (BA), Economics
Brighton High School 2005 — 2009
Goldman Sachs July 2015 - Present
Goldman Sachs July 2013 - July 2015
Morgan Stanley June 2012 - August 2012
US Department of the Treasury June 2011 - August 2011
Education
Harvard College 2009 — 2013
Bachelor of Arts (BA), Economics
Brighton High School 2005 — 2009
AK Barnett-Hart AK Barnett-Hart's Morgan Stanley Experience August 2009 - August 2010
Job Works in healthcare technology
Industry Health, Wellness and Fitness
Experience
MC10 Inc. September 2014 - Present
Highfields Capital September 2012 - September 2014
Goldman Sachs August 2010 - August 2012
Morgan Stanley August 2009 - August 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Project Management, Business Analysis, Investments, Microsoft Word, Research
Education
Harvard University 2004 — 2009
Bachelor of Arts (BA), Economics
The Juilliard School 2003 — 2004
Violin performance
MC10 Inc. September 2014 - Present
Highfields Capital September 2012 - September 2014
Goldman Sachs August 2010 - August 2012
Morgan Stanley August 2009 - August 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Banking, Strategic Planning, Project Management, Business Analysis, Investments, Microsoft Word, Research
Education
Harvard University 2004 — 2009
Bachelor of Arts (BA), Economics
The Juilliard School 2003 — 2004
Violin performance
Anne Kim Anne Kim's Morgan Stanley Experience 2011 - 2013
Job Senior Director at TIAACREF
Industry Financial Services
Experience
TIAA-CREF February 2013 - Present
Morgan Stanley 2011 - 2013
Protiviti (Financial Risk Management Consulting firm) 2009 - 2011
Citigroup 2003 - 2009
Samsung SDS 1997 - 1998
Skills
Credit Risk, Financial Risk, Capital Markets, LGD, Fixed Income, Finance, Credit, Basel II, Portfolio Management, Derivatives, Quantitative Finance, Hedge Funds, Quantitative Analytics, Market Risk, Bloomberg, Valuation
Education
Harvard University
MA, Statistics
Yonsei University
BA, Mathematics
TIAA-CREF February 2013 - Present
Morgan Stanley 2011 - 2013
Protiviti (Financial Risk Management Consulting firm) 2009 - 2011
Citigroup 2003 - 2009
Samsung SDS 1997 - 1998
Skills
Credit Risk, Financial Risk, Capital Markets, LGD, Fixed Income, Finance, Credit, Basel II, Portfolio Management, Derivatives, Quantitative Finance, Hedge Funds, Quantitative Analytics, Market Risk, Bloomberg, Valuation
Education
Harvard University
MA, Statistics
Yonsei University
BA, Mathematics
Daniel Kwon's Morgan Stanley Experience July 1993 - August 1995
Job Real Estate investor/developer
Industry Investment Management
Experience
Remy Ventures LLC February 2001 - Present
Adelante Capital Management November 2005 - September 2012
Laurel Management September 1997 - September 1998
Credit Suisse September 1995 - September 1997
Morgan Stanley July 1993 - August 1995
Skills
Real Estate Investment, Real Estate, Financial Modeling, Portfolio Management, Investments, Private Equity, Venture Capital, Economics, Mutual Funds, Asset Managment, Equities, Valuation, Due Diligence, Capital Markets, Real Estate Economics, Alternative Investments
Education
Harvard University 1989 — 1993
BA, Economics
Phillips Exeter Academy
Remy Ventures LLC February 2001 - Present
Adelante Capital Management November 2005 - September 2012
Laurel Management September 1997 - September 1998
Credit Suisse September 1995 - September 1997
Morgan Stanley July 1993 - August 1995
Skills
Real Estate Investment, Real Estate, Financial Modeling, Portfolio Management, Investments, Private Equity, Venture Capital, Economics, Mutual Funds, Asset Managment, Equities, Valuation, Due Diligence, Capital Markets, Real Estate Economics, Alternative Investments
Education
Harvard University 1989 — 1993
BA, Economics
Phillips Exeter Academy
Ben Hur Gomez's Morgan Stanley Experience April 2014 - Present
Job Equity Research Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Morgan Stanley June 2011 - March 2014
UBS June 2010 - August 2010
Skills
Microsoft Excel, VBA, C, PHP, SQL, XHTML, Bloomberg, Equities, Equity Research, Financial Modeling
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Morgan Stanley April 2014 - Present
Morgan Stanley June 2011 - March 2014
UBS June 2010 - August 2010
Skills
Microsoft Excel, VBA, C, PHP, SQL, XHTML, Bloomberg, Equities, Equity Research, Financial Modeling
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Alicia Zhu's Morgan Stanley Experience June 2013 - August 2013
Job Corporate Strategy & Business Development at The Walt Disney Company
Industry Entertainment
Experience
The Walt Disney Company July 2014 - Present
Morgan Stanley June 2013 - August 2013
The Harvard Crimson January 2012 - January 2013
CBS Interactive May 2012 - August 2012
Education
Harvard University 2010 — 2014
Cum Laude in Economics, Secondary in Neurobiology
The Walt Disney Company July 2014 - Present
Morgan Stanley June 2013 - August 2013
The Harvard Crimson January 2012 - January 2013
CBS Interactive May 2012 - August 2012
Education
Harvard University 2010 — 2014
Cum Laude in Economics, Secondary in Neurobiology
Craig Salvo's Morgan Stanley Experience March 2006 - Present
Job manager at Morgan Stanley
Industry
Experience
Morgan Stanley March 2006 - Present
Morgan Stanley March 2006 - Present
Education
Harvard University 1995 — 1999
Morgan Stanley March 2006 - Present
Morgan Stanley March 2006 - Present
Education
Harvard University 1995 — 1999
Allison Fast's Morgan Stanley Experience June 2006 - May 2009
Job MBA Candidate, Darden Business School
Industry Internet
Experience
LearnVest, Inc. June 2009 - May 2011
Morgan Stanley June 2006 - May 2009
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA, Business Administration
Harvard University 2002 — 2006
BA
LearnVest, Inc. June 2009 - May 2011
Morgan Stanley June 2006 - May 2009
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA, Business Administration
Harvard University 2002 — 2006
BA
Alexander Uruchurtu's Morgan Stanley Experience April 2013 - April 2013
Job Associate Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company June 2015 - Present
Bain & Company June 2014 - August 2014
Harvard Oxford Beijing Normal International Youth Leadership Program July 2013 - July 2013
Morgan Stanley April 2013 - April 2013
Sapientia Admissions Consulting January 2011 - July 2011
The Southport School January 2011 - June 2011
Shiplake College January 2010 - December 2010
Skills
Microsoft Office, Matlab, PowerPoint, Research, Microsoft Word, Microsoft Excel, Teaching, Public Speaking, English, Tutoring, Photoshop, Teamwork, Customer Service, Leadership, Data Analysis
Education
Harvard College 2011 — 2015
Bachelor of Arts (AB) Cum Laude with High Honors, Concentration in Economics, Secondary in Global Health and Health Policy
The Southport School 2002 — 2009
Bain & Company June 2015 - Present
Bain & Company June 2014 - August 2014
Harvard Oxford Beijing Normal International Youth Leadership Program July 2013 - July 2013
Morgan Stanley April 2013 - April 2013
Sapientia Admissions Consulting January 2011 - July 2011
The Southport School January 2011 - June 2011
Shiplake College January 2010 - December 2010
Skills
Microsoft Office, Matlab, PowerPoint, Research, Microsoft Word, Microsoft Excel, Teaching, Public Speaking, English, Tutoring, Photoshop, Teamwork, Customer Service, Leadership, Data Analysis
Education
Harvard College 2011 — 2015
Bachelor of Arts (AB) Cum Laude with High Honors, Concentration in Economics, Secondary in Global Health and Health Policy
The Southport School 2002 — 2009
Mansoor Siddiqui Mansoor Siddiqui's Morgan Stanley Experience January 1992 - February 1994
Job Equity, Commodity, Derivatives, Portfolio and Risk Management. Business Development, Trader and Asset Manager
Industry Financial Services
Experience
Alterastrat January 2014 - Present
Bengal Capital August 2010 - December 2013
Capstone Investment Advisors January 2008 - January 2009
Millennium Partners March 2001 - October 2004
Societe Generale September 1997 - May 2001
Calyon February 1994 - 1997
Morgan Stanley January 1992 - February 1994
Skills
Derivatives, Trading, Equities, Equity Derivatives, Commodity, Portfolio Management, Proprietary Trading, Asset Management, Risk Management, Interest Rate..., Financial Services, Derivatives Trading, FX Options, Mutual Funds, Trading Systems, Financial Modeling, Arbitrage, Fixed Income, Trading Strategies, Volatility, Hedge Funds, Asset Managment, Alternative Investments, Bloomberg, Financial Markets, Options
Education
Wharton School, University of Pennsylvania 1988 — 1992
BS/BA, Finance, Economics, Management
Harvard University
Master's degree, Cognitive Psychology and Psycholinguistics
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Mathematics and Statistics
Alterastrat January 2014 - Present
Bengal Capital August 2010 - December 2013
Capstone Investment Advisors January 2008 - January 2009
Millennium Partners March 2001 - October 2004
Societe Generale September 1997 - May 2001
Calyon February 1994 - 1997
Morgan Stanley January 1992 - February 1994
Skills
Derivatives, Trading, Equities, Equity Derivatives, Commodity, Portfolio Management, Proprietary Trading, Asset Management, Risk Management, Interest Rate..., Financial Services, Derivatives Trading, FX Options, Mutual Funds, Trading Systems, Financial Modeling, Arbitrage, Fixed Income, Trading Strategies, Volatility, Hedge Funds, Asset Managment, Alternative Investments, Bloomberg, Financial Markets, Options
Education
Wharton School, University of Pennsylvania 1988 — 1992
BS/BA, Finance, Economics, Management
Harvard University
Master's degree, Cognitive Psychology and Psycholinguistics
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Mathematics and Statistics
Eliza Flint's Morgan Stanley Experience July 2015 - Present
Job Morgan Stanley IED
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
College Consulting International January 2012 - Present
Morgan Stanley June 2014 - August 2014
Mosman Rowing Club June 2012 - August 2012
Bentleys NSW Pty Limited June 2012 - August 2012
SCECGS Redlands January 2011 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word
Education
Harvard University 2011 — 2015
Pymble Ladies' College 1997 — 2010
Morgan Stanley July 2015 - Present
College Consulting International January 2012 - Present
Morgan Stanley June 2014 - August 2014
Mosman Rowing Club June 2012 - August 2012
Bentleys NSW Pty Limited June 2012 - August 2012
SCECGS Redlands January 2011 - May 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word
Education
Harvard University 2011 — 2015
Pymble Ladies' College 1997 — 2010
Albert Wu's Morgan Stanley Experience May 2011 - August 2011
Job Graduate Student at Harvard University
Industry Financial Services
Experience
Stanford Graduate School of Business July 2014 - June 2015
Goldman Sachs May 2012 - August 2012
Morgan Stanley May 2011 - August 2011
Skills
C++, Java, R, VBA, Unix, UNIX Databases, MySQL, SQL, XML, KML, PHP, HTML
Education
Harvard University 2015 — 2019
Doctor of Philosophy (PhD), Statistics
Stanford University 2013 — 2014
Master of Science (M.S.), Statistics, 4.10
University of California, Berkeley
Bachelor of Arts (B.A.), Statistics
Stanford Graduate School of Business July 2014 - June 2015
Goldman Sachs May 2012 - August 2012
Morgan Stanley May 2011 - August 2011
Skills
C++, Java, R, VBA, Unix, UNIX Databases, MySQL, SQL, XML, KML, PHP, HTML
Education
Harvard University 2015 — 2019
Doctor of Philosophy (PhD), Statistics
Stanford University 2013 — 2014
Master of Science (M.S.), Statistics, 4.10
University of California, Berkeley
Bachelor of Arts (B.A.), Statistics
Brendan Hanrahan's Morgan Stanley Experience June 2013 - August 2013
Job Business Analyst at McKinsey & Company
Industry
Experience
McKinsey & Company September 2014 - Present
Morgan Stanley June 2013 - August 2013
Tenacity June 2006 - August 2011
Massachusetts State Senate May 2011 - June 2011
Skills
Leadership, Public Speaking
Education
Harvard University 2010 — 2014
AB, Social Studies
McKinsey & Company September 2014 - Present
Morgan Stanley June 2013 - August 2013
Tenacity June 2006 - August 2011
Massachusetts State Senate May 2011 - June 2011
Skills
Leadership, Public Speaking
Education
Harvard University 2010 — 2014
AB, Social Studies
Christopher Sarro Christopher Sarro's Morgan Stanley Experience 2001 - 2005
Job Attorney at Law
Industry Media Production
Experience
Global Operation Services LLC July 2013 - January 2015
Threan Communications, LLC 2009 - 2013
Westrock Advisors, Inc. 2005 - 2009
Morgan Stanley 2001 - 2005
Education
St. John's University School of Law 1979 — 1982
J.D., Law
Harvard University 1975 — 1979
A.B., Economics with Honors
YHS
Global Operation Services LLC July 2013 - January 2015
Threan Communications, LLC 2009 - 2013
Westrock Advisors, Inc. 2005 - 2009
Morgan Stanley 2001 - 2005
Education
St. John's University School of Law 1979 — 1982
J.D., Law
Harvard University 1975 — 1979
A.B., Economics with Honors
YHS
Addison Phillips's Morgan Stanley Experience May 2012 - July 2014
Job
Industry
Experience
Highline Capital January 2015 - Present
Launch Collective August 2014 - November 2014
Morgan Stanley May 2012 - July 2014
Morgan Stanley Private Wealth Management June 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
The Chapin School 1995 — 2007
Highline Capital January 2015 - Present
Launch Collective August 2014 - November 2014
Morgan Stanley May 2012 - July 2014
Morgan Stanley Private Wealth Management June 2011 - May 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government
The Chapin School 1995 — 2007
Breeze Dake's Morgan Stanley Experience February 1998 - August 2000
Job
Industry Online Media
Experience
YuMe June 2015 - Present
YuMe January 2014 - Present
YuMe January 2007 - December 2013
Atlas August 2005 - January 2007
Acxiom Digital (formerly Digital Impact) October 2002 - July 2005
Morgan Stanley February 1998 - August 2000
Credit Suisse June 1997 - January 1998
Skills
Digital Media, Ad Serving, Digital Marketing, Ad Networks, Online Advertising, Mobile Advertising, Digital Strategy, Mobile Marketing, Interactive Marketing, Strategic Partnerships, Analytics, Management, Online Marketing, Start-ups
Education
Harvard 1993 — 1997
BA, cum laude
YuMe June 2015 - Present
YuMe January 2014 - Present
YuMe January 2007 - December 2013
Atlas August 2005 - January 2007
Acxiom Digital (formerly Digital Impact) October 2002 - July 2005
Morgan Stanley February 1998 - August 2000
Credit Suisse June 1997 - January 1998
Skills
Digital Media, Ad Serving, Digital Marketing, Ad Networks, Online Advertising, Mobile Advertising, Digital Strategy, Mobile Marketing, Interactive Marketing, Strategic Partnerships, Analytics, Management, Online Marketing, Start-ups
Education
Harvard 1993 — 1997
BA, cum laude
Loren Ambinder's Morgan Stanley Experience December 2009 - July 2011
Job Legal Director at eleQtra
Industry International Trade and Development
Experience
eleQtra July 2011 - Present
Morgan Stanley December 2009 - July 2011
GE Commercial Finance July 2006 - March 2009
The Millennium Challenge Corporation May 2005 - July 2006
Milbank, Tweed, Hadley & McCloy LLP August 1996 - May 2005
Education
The George Washington University Law School 1993 — 1996
JD
Harvard University 1988 — 1992
AB, Government
eleQtra July 2011 - Present
Morgan Stanley December 2009 - July 2011
GE Commercial Finance July 2006 - March 2009
The Millennium Challenge Corporation May 2005 - July 2006
Milbank, Tweed, Hadley & McCloy LLP August 1996 - May 2005
Education
The George Washington University Law School 1993 — 1996
JD
Harvard University 1988 — 1992
AB, Government
Andrew Zachary's Morgan Stanley Experience April 2000 - August 2002
Job Research at Abraham Trading Company
Industry Financial Services
Experience
Abraham Trading Company April 2013 - Present
RGM Advisors, LLC October 2008 - November 2012
Pyxis Capital Management LLC February 2008 - October 2008
Wetherby Partners, LLC August 2004 - October 2007
Fort Hill Capital Management June 2003 - December 2003
Citi Group September 2002 - May 2003
Morgan Stanley April 2000 - August 2002
Donaldson, Lufkin & Jenrette March 1999 - April 2000
Long Term Capital Management July 1993 - October 1998
Lawrence Livermore National Laboratory November 1988 - March 1993
Skills
Trading Systems, Electronic Trading, High Frequency Trading, Hedge Funds, High Performance..., Derivatives, Proprietary Trading, Equity Derivatives, Equities, Fixed Income, Trading, Trading Strategies, R, Bonds, Equity Trading, Quantitative Finance, Volatility, Commodity, Bond Pricing, Data Mining, Machine Learning, Algorithms, Financial Modeling, Low Latency, Applied Mathematics, Scientific Computing, Monte Carlo Simulation, Statistical Arbitrage, Quantitative Analytics, Pattern Recognition, Quantitative Investing, Simulations, Predictive Modeling, Financial Markets, Time Series Analysis, Options, Market Risk, Parallel Computing, Financial Risk, Distributed Systems, Statistical Modeling
Education
University of California, Berkeley 1979 — 1986
Ph.D., Astronomy & Astrophysics
Harvard University 1973 — 1977
A.B., Magna cum laude, Astronomy & Astrophysics
Abraham Trading Company April 2013 - Present
RGM Advisors, LLC October 2008 - November 2012
Pyxis Capital Management LLC February 2008 - October 2008
Wetherby Partners, LLC August 2004 - October 2007
Fort Hill Capital Management June 2003 - December 2003
Citi Group September 2002 - May 2003
Morgan Stanley April 2000 - August 2002
Donaldson, Lufkin & Jenrette March 1999 - April 2000
Long Term Capital Management July 1993 - October 1998
Lawrence Livermore National Laboratory November 1988 - March 1993
Skills
Trading Systems, Electronic Trading, High Frequency Trading, Hedge Funds, High Performance..., Derivatives, Proprietary Trading, Equity Derivatives, Equities, Fixed Income, Trading, Trading Strategies, R, Bonds, Equity Trading, Quantitative Finance, Volatility, Commodity, Bond Pricing, Data Mining, Machine Learning, Algorithms, Financial Modeling, Low Latency, Applied Mathematics, Scientific Computing, Monte Carlo Simulation, Statistical Arbitrage, Quantitative Analytics, Pattern Recognition, Quantitative Investing, Simulations, Predictive Modeling, Financial Markets, Time Series Analysis, Options, Market Risk, Parallel Computing, Financial Risk, Distributed Systems, Statistical Modeling
Education
University of California, Berkeley 1979 — 1986
Ph.D., Astronomy & Astrophysics
Harvard University 1973 — 1977
A.B., Magna cum laude, Astronomy & Astrophysics
David Chako's Morgan Stanley Experience September 2015 - Present
Job Executive Director at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley September 2015 - Present
Bridge2Solutions August 2013 - July 2015
Markit May 2007 - March 2011
Merrill Lynch August 2004 - May 2007
UBS May 1997 - August 2004
Goldman Sachs May 1992 - May 1997
First Boston Corporation November 1990 - May 1992
Skills
Power Generation, Quantum Physics, Software Architectural..., Software Engineering, Chemistry, Geometry, Program Management, Software Lifecycle..., Automated Software..., Philosophy, Go/Baduk, Electronic Trading, Trading Systems, Market Data, Fixed Income, Analytics, Loans, Structured Finance, Structured Products, Derivatives, Management, Equities, Interest Rate..., Financial Markets, Investment Banking, SOA, Capital Markets, Quantum Mechanics, Risk Management
Education
Harvard University 1988 — 1990
Chemical Physics
University of California, Santa Cruz 1984 — 1988
Bachelor of Arts (B.A.) / Bachelor of Science (B.S.), Mathematics / Chemistry, Summa cum laude
Morgan Stanley September 2015 - Present
Bridge2Solutions August 2013 - July 2015
Markit May 2007 - March 2011
Merrill Lynch August 2004 - May 2007
UBS May 1997 - August 2004
Goldman Sachs May 1992 - May 1997
First Boston Corporation November 1990 - May 1992
Skills
Power Generation, Quantum Physics, Software Architectural..., Software Engineering, Chemistry, Geometry, Program Management, Software Lifecycle..., Automated Software..., Philosophy, Go/Baduk, Electronic Trading, Trading Systems, Market Data, Fixed Income, Analytics, Loans, Structured Finance, Structured Products, Derivatives, Management, Equities, Interest Rate..., Financial Markets, Investment Banking, SOA, Capital Markets, Quantum Mechanics, Risk Management
Education
Harvard University 1988 — 1990
Chemical Physics
University of California, Santa Cruz 1984 — 1988
Bachelor of Arts (B.A.) / Bachelor of Science (B.S.), Mathematics / Chemistry, Summa cum laude
Walter Herbert's Morgan Stanley Experience 1999 - 2002
Job Principal Lorton Development
Industry Investment Management
Experience
Lorton Development July 2011 - Present
TD Ameritrade Institutional July 2003 - April 2011
Morgan Stanley 1999 - 2002
EnterSport Ventures 1994 - 1998
The Fuji Bank, Ltd. 1986 - 1993
Union Bank 1984 - 1986
Maryland National Bank 1983 - 1984
Bank of Boston 1978 - 1983
Skills
Investments, Private Equity, Wealth Management, Investment Banking, Finance, Portfolio Management, Equities, Financial Analysis, Business Development, Valuation, Venture Capital, Series 7, Strategic Planning, Banking
Education
Harvard University 1972 — 1976
Bachelor of Arts, Economics
Boston University
Master of Arts (MA), International Economics
Harvard University
Bachelor of Arts, Economics
Mount Hermon School
St. John's Preparatory School
Lorton Development July 2011 - Present
TD Ameritrade Institutional July 2003 - April 2011
Morgan Stanley 1999 - 2002
EnterSport Ventures 1994 - 1998
The Fuji Bank, Ltd. 1986 - 1993
Union Bank 1984 - 1986
Maryland National Bank 1983 - 1984
Bank of Boston 1978 - 1983
Skills
Investments, Private Equity, Wealth Management, Investment Banking, Finance, Portfolio Management, Equities, Financial Analysis, Business Development, Valuation, Venture Capital, Series 7, Strategic Planning, Banking
Education
Harvard University 1972 — 1976
Bachelor of Arts, Economics
Boston University
Master of Arts (MA), International Economics
Harvard University
Bachelor of Arts, Economics
Mount Hermon School
St. John's Preparatory School
Derek Herbert's Morgan Stanley Experience 2005 - 2009
Job Director at Miller Buckfire
Industry Investment Banking
Experience
Miller Buckfire 2009 - Present
Morgan Stanley 2005 - 2009
Monitor Clipper Partners 2002 - 2004
Monitor Group 1999 - 2002
Donaldson, Lufkin & Jenrette 1998 - 2000
Education
Harvard University 1994 — 1998
Miller Buckfire 2009 - Present
Morgan Stanley 2005 - 2009
Monitor Clipper Partners 2002 - 2004
Monitor Group 1999 - 2002
Donaldson, Lufkin & Jenrette 1998 - 2000
Education
Harvard University 1994 — 1998
Aron Natale's Morgan Stanley Experience September 2004 - March 2010
Job at Viking Global Investors
Industry Investment Management
Experience
Viking Global Investors July 2009 - Present
Morgan Stanley September 2004 - March 2010
FleetBoston Financial Corp. 2000 - 2004
Education
Harvard University 1996 — 2000
Viking Global Investors July 2009 - Present
Morgan Stanley September 2004 - March 2010
FleetBoston Financial Corp. 2000 - 2004
Education
Harvard University 1996 — 2000
Daniel Stronger's Morgan Stanley Experience September 2008 - July 2012
Job Quantitative Analyst at Two Sigma
Industry Financial Services
Experience
Two Sigma Investments July 2012 - Present
Morgan Stanley September 2008 - July 2012
Education
The University of Texas at Austin 2001 — 2008
Ph.D., Computer Science
Harvard University 1997 — 2001
B.A., Physics
Two Sigma Investments July 2012 - Present
Morgan Stanley September 2008 - July 2012
Education
The University of Texas at Austin 2001 — 2008
Ph.D., Computer Science
Harvard University 1997 — 2001
B.A., Physics
Ryan Maki, CFA's Morgan Stanley Experience June 2015 - Present
Job Institutional Equity Sales at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley June 2015 - Present
Skills
Series 63, Series 7, Investments, Asset Managment, Mutual Funds, Alternative Investments, Retirement Planning, Strategic Planning, Equities, Asset Allocation, Strategic Financial...
Education
Harvard University 2003 — 2007
A. B., Economics Concentration
Morgan Stanley June 2015 - Present
Skills
Series 63, Series 7, Investments, Asset Managment, Mutual Funds, Alternative Investments, Retirement Planning, Strategic Planning, Equities, Asset Allocation, Strategic Financial...
Education
Harvard University 2003 — 2007
A. B., Economics Concentration
David Matherly's Morgan Stanley Experience 1990 - 1992
Job Executive Director at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management July 2012 - Present
Nationwide Insurance 2009 - July 2012
Nationwide Mutual Insurance Company February 2006 - July 2012
Zazove Associates, LLC June 2002 - July 2005
Mesirow Advanced Strategies October 2001 - June 2002
Bear Stearns 1992 - 1996
Morgan Stanley 1990 - 1992
Skills
Leveraged Finance, Investments, Bonds, Credit, Valuation
Education
Harvard University 1997 — 1999
MBA
The Citadel 1986 — 1990
BS, Business Administration
Mahomet Seymour High School 1982 — 1986
HS Diploma, NA
J.P. Morgan Asset Management July 2012 - Present
Nationwide Insurance 2009 - July 2012
Nationwide Mutual Insurance Company February 2006 - July 2012
Zazove Associates, LLC June 2002 - July 2005
Mesirow Advanced Strategies October 2001 - June 2002
Bear Stearns 1992 - 1996
Morgan Stanley 1990 - 1992
Skills
Leveraged Finance, Investments, Bonds, Credit, Valuation
Education
Harvard University 1997 — 1999
MBA
The Citadel 1986 — 1990
BS, Business Administration
Mahomet Seymour High School 1982 — 1986
HS Diploma, NA
Alex Earls's Morgan Stanley Experience 1996 - 1999
Job Partner at Gryphon Investors
Industry Venture Capital & Private Equity
Experience
Orchid Underwriters Agency November 2014 - Present
Trinity Consultants November 2011 - Present
SynteractHCR 2008 - Present
DLC 2006 - Present
Gryphon Investors July 2000 - Present
Update Legal 2010 - March 2013
Intelligrated June 2009 - July 2012
Castle Harlan August 1999 - July 2000
Morgan Stanley 1996 - 1999
Education
Harvard University 1992 — 1996
Bachelor of Arts (B.A.), Government
St. Albans School
Orchid Underwriters Agency November 2014 - Present
Trinity Consultants November 2011 - Present
SynteractHCR 2008 - Present
DLC 2006 - Present
Gryphon Investors July 2000 - Present
Update Legal 2010 - March 2013
Intelligrated June 2009 - July 2012
Castle Harlan August 1999 - July 2000
Morgan Stanley 1996 - 1999
Education
Harvard University 1992 — 1996
Bachelor of Arts (B.A.), Government
St. Albans School
Dennis Shasha's Morgan Stanley Experience 1997 - 1998
Job Professor at New York University
Industry Higher Education
Experience
New York University co-founderShieldIP, Inc.2001 - Present
Courant Institute of Mathematical Sciences 1984 - Present
Courant Institute, New York Univ 1984 - Present
NYU 1984 - Present
Courant Institute of Mathematical Sciences/New York University 1984 - Present
INRIA 2006 - 2007
lastminute.com 2003 - 2004
lastminute.com 2003 - 2004
Morgan Stanley 1997 - 1998
Lucent Technologies / AT&T Bell Labs 1985 - 1994
Skills
Scientific Computing, Computer Science, Algorithms, Artificial Intelligence, Machine Learning
Education
Harvard University 1980 — 1984
Yale University 1973 — 1977
BS, Engineering and Applied Science
New York University co-founderShieldIP, Inc.2001 - Present
Courant Institute of Mathematical Sciences 1984 - Present
Courant Institute, New York Univ 1984 - Present
NYU 1984 - Present
Courant Institute of Mathematical Sciences/New York University 1984 - Present
INRIA 2006 - 2007
lastminute.com 2003 - 2004
lastminute.com 2003 - 2004
Morgan Stanley 1997 - 1998
Lucent Technologies / AT&T Bell Labs 1985 - 1994
Skills
Scientific Computing, Computer Science, Algorithms, Artificial Intelligence, Machine Learning
Education
Harvard University 1980 — 1984
Yale University 1973 — 1977
BS, Engineering and Applied Science
Wenjiang (John) Zhu's Morgan Stanley Experience October 2013 - Present
Job Strat at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Barclays Capital August 2010 - October 2013
JPMorgan Chase February 2008 - July 2010
Skills
FX Options, Commodity, Fixed Income, Derivatives, Trading Systems, Financial Modeling, Valuation, Options, Risk Management, Structured Products, Alternative Investments, Energy Derivatives, Equities, Financial Markets, Market Risk, Quantitative Finance, Quantitative Investing, Securities
Education
Harvard University 2004 — 2008
Ph.D.
Princeton University 2002 — 2004
M.A.
Peking University 1998 — 2002
B.S.
Morgan Stanley October 2013 - Present
Barclays Capital August 2010 - October 2013
JPMorgan Chase February 2008 - July 2010
Skills
FX Options, Commodity, Fixed Income, Derivatives, Trading Systems, Financial Modeling, Valuation, Options, Risk Management, Structured Products, Alternative Investments, Energy Derivatives, Equities, Financial Markets, Market Risk, Quantitative Finance, Quantitative Investing, Securities
Education
Harvard University 2004 — 2008
Ph.D.
Princeton University 2002 — 2004
M.A.
Peking University 1998 — 2002
B.S.
Christopher Suen's Morgan Stanley Experience July 2008 - July 2010
Job
Industry Venture Capital & Private Equity
Experience
New Enterprise Associates August 2010 - August 2012
Morgan Stanley July 2008 - July 2010
Skills
Venture Capital, Corporate Development, Private Equity, Financial Modeling, Mergers, Due Diligence, Organizational..., Change Management, Operations Management, Strategic Human..., Corporate Finance, Project Management, Mergers & Acquisitions, Business Development, Management, Strategic Planning, Strategy, Entrepreneurship, Start-ups, Investments, Strategic Partnerships, Investment Banking
Education
Stanford University 2007 — 2008
MS
Harvard University 2004 — 2007
BA
New Enterprise Associates August 2010 - August 2012
Morgan Stanley July 2008 - July 2010
Skills
Venture Capital, Corporate Development, Private Equity, Financial Modeling, Mergers, Due Diligence, Organizational..., Change Management, Operations Management, Strategic Human..., Corporate Finance, Project Management, Mergers & Acquisitions, Business Development, Management, Strategic Planning, Strategy, Entrepreneurship, Start-ups, Investments, Strategic Partnerships, Investment Banking
Education
Stanford University 2007 — 2008
MS
Harvard University 2004 — 2007
BA
Colleen (Collins) O'Hare's Morgan Stanley Experience 1988 - 1992
Job Program Analyst at Ausley Associates
Industry Aviation & Aerospace
Experience
Ausley Associates, Inc June 2013 - Present
Ausley Associates, Inc May 2011 - May 2013
Ausley Associates, Inc January 2008 - April 2011
SkipJack Studios April 2003 - January 2008
The Artisan's Garden February 1996 - July 2000
XYCOR Venture Inc February 1993 - January 1996
Morgan Stanley 1988 - 1992
Skills
Employee Relations, Applicant Tracking..., Change Management, Government, Human Resources, Leadership, Onboarding, Performance Management, Personnel Management, Process Improvement, Program Management, Recruiting, Strategic Planning, Talent Acquisition, Talent Management, Team Building, Team Leadership, Technical Recruiting, Training, Workforce Planning, DoD, Government Contracting, Defense, Military, Security Clearance
Education
New York Institute of Technology 2005 — 2009
MBA, Masters in Business Administration
Harvard University 1984 — 1988
B.A., Psychology and Social Relations
Westborough High School 1980 — 1984
Diploma
Ausley Associates, Inc June 2013 - Present
Ausley Associates, Inc May 2011 - May 2013
Ausley Associates, Inc January 2008 - April 2011
SkipJack Studios April 2003 - January 2008
The Artisan's Garden February 1996 - July 2000
XYCOR Venture Inc February 1993 - January 1996
Morgan Stanley 1988 - 1992
Skills
Employee Relations, Applicant Tracking..., Change Management, Government, Human Resources, Leadership, Onboarding, Performance Management, Personnel Management, Process Improvement, Program Management, Recruiting, Strategic Planning, Talent Acquisition, Talent Management, Team Building, Team Leadership, Technical Recruiting, Training, Workforce Planning, DoD, Government Contracting, Defense, Military, Security Clearance
Education
New York Institute of Technology 2005 — 2009
MBA, Masters in Business Administration
Harvard University 1984 — 1988
B.A., Psychology and Social Relations
Westborough High School 1980 — 1984
Diploma
Liz Albert's Morgan Stanley Experience December 1989 - September 1997
Job Senior Attorney at Cravath, Swaine & Moore LLP
Industry Financial Services
Experience
KBC Financial Products October 1999 - December 2007
KBC Alternative Investment Management 1999 - 2007
D.E. Shaw & Co. September 1997 - October 1999
Morgan Stanley December 1989 - September 1997
Morgan Stanley 1989 - 1997
Sullivan & Cromwell LLP September 1987 - December 1989
Skills
Derivatives, Securities Regulation, Structured Products, Broker-Dealer, Litigation Management, Inquiries, Product Development, Hedge Funds, Securities, Capital Markets, Equities, Private Equity, Structured Finance, Alternative Investments, Due Diligence, Swaps
Education
Yale Law School 1984 — 1987
J.D.
Harvard University 1980 — 1984
A.B., English Literature
KBC Financial Products October 1999 - December 2007
KBC Alternative Investment Management 1999 - 2007
D.E. Shaw & Co. September 1997 - October 1999
Morgan Stanley December 1989 - September 1997
Morgan Stanley 1989 - 1997
Sullivan & Cromwell LLP September 1987 - December 1989
Skills
Derivatives, Securities Regulation, Structured Products, Broker-Dealer, Litigation Management, Inquiries, Product Development, Hedge Funds, Securities, Capital Markets, Equities, Private Equity, Structured Finance, Alternative Investments, Due Diligence, Swaps
Education
Yale Law School 1984 — 1987
J.D.
Harvard University 1980 — 1984
A.B., English Literature
Ann Akichika's Morgan Stanley Experience 1988 - 1990
Job
Industry Investment Management
Experience
Artisan Partners 2006 - Present
Thomas Weisel Partners LLC 2000 - 2006
Hambrecht & Quist 1996 - 2000
JP Morgan 1993 - 1996
Morgan Stanley 1988 - 1990
Skills
Equities, Hedge Funds, Investments, Capital Markets, Private Equity, Asset Management, Valuation, Banking, Finance, Investment Banking, Alternative Investments, Mutual Funds, Venture Capital, Due Diligence, Financial Modeling, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Harvard University
AB
London School of Economics and Political Science
MSc
Artisan Partners 2006 - Present
Thomas Weisel Partners LLC 2000 - 2006
Hambrecht & Quist 1996 - 2000
JP Morgan 1993 - 1996
Morgan Stanley 1988 - 1990
Skills
Equities, Hedge Funds, Investments, Capital Markets, Private Equity, Asset Management, Valuation, Banking, Finance, Investment Banking, Alternative Investments, Mutual Funds, Venture Capital, Due Diligence, Financial Modeling, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Harvard University
AB
London School of Economics and Political Science
MSc
David Poor's Morgan Stanley Experience 1994 - 1996
Job Chairman at Walker Lewis Associates
Industry Financial Services
Experience
Iontera, Inc. 2008 - Present
Walker Lewis Associates January 2015 - Present
Ondra Partners September 2012 - December 2014
GP Capital 2007 - September 2012
Merrill Lynch 2000 - 2002
Merrill Lynch 1997 - 2000
Merrill Lynch 1996 - 1997
Morgan Stanley 1994 - 1996
Morgan Stanley 1986 - 1994
Morgan Stanley 1983 - 1986
Skills
Entrepreneurship, Fundraising, Financial and strategic..., Organizational..., Turn Around Management, Non-profit..., International Project..., Land Conservation, Sailing
Education
Stanford GSB 1981 — 1983
Master of Business Administration (MBA), Business Administration and Management, General
The George Washington University 1978 — 1981
Master of Public Administration (MPA), Urban Planning
Harvard College 1973 — 1977
AB, Political Science and Government
Iontera, Inc. 2008 - Present
Walker Lewis Associates January 2015 - Present
Ondra Partners September 2012 - December 2014
GP Capital 2007 - September 2012
Merrill Lynch 2000 - 2002
Merrill Lynch 1997 - 2000
Merrill Lynch 1996 - 1997
Morgan Stanley 1994 - 1996
Morgan Stanley 1986 - 1994
Morgan Stanley 1983 - 1986
Skills
Entrepreneurship, Fundraising, Financial and strategic..., Organizational..., Turn Around Management, Non-profit..., International Project..., Land Conservation, Sailing
Education
Stanford GSB 1981 — 1983
Master of Business Administration (MBA), Business Administration and Management, General
The George Washington University 1978 — 1981
Master of Public Administration (MPA), Urban Planning
Harvard College 1973 — 1977
AB, Political Science and Government
BRENDA MCCARTHY's Morgan Stanley Experience January 2007 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2007 - Present
MELVIN SECURITIES 2004 - 2006
Fulcrum Global Partners 2002 - 2003
Fidelity Capital Markets 1999 - 2002
BOSTON INSTITUTIONAL SERVICES, INC. 1993 - 1999
Education
Harvard University
BA
Morgan Stanley January 2007 - Present
MELVIN SECURITIES 2004 - 2006
Fulcrum Global Partners 2002 - 2003
Fidelity Capital Markets 1999 - 2002
BOSTON INSTITUTIONAL SERVICES, INC. 1993 - 1999
Education
Harvard University
BA
Christopher Ware's Morgan Stanley Experience December 2011 - Present
Job Senior Vice President at Imperial Capital, LLC
Industry Financial Services
Experience
Imperial Capital, LLC August 2014 - Present
Ever-Ware 2013 - Present
Morgan Stanley December 2011 - Present
Education
Harvard University
Bachelor's degree, Political Science and Government
University of New South Wales 2003 — 2004
International Economics
Imperial Capital, LLC August 2014 - Present
Ever-Ware 2013 - Present
Morgan Stanley December 2011 - Present
Education
Harvard University
Bachelor's degree, Political Science and Government
University of New South Wales 2003 — 2004
International Economics
Christopher Herbert's Morgan Stanley Experience 2005 - 2005
Job Baritone; Business and Finance Manager at New York Polyphony
Industry International Affairs
Experience
New York Polyphony June 2010 - Present
Christopher Herbert, Classical Singer 2000 - Present
Sing for Hope November 2009 - October 2011
Brown Lloyd James July 2009 - November 2009
Denver Research Group September 2005 - July 2009
Harvard University Center for Middle Eastern Studies Outreach September 2003 - June 2005
Morgan Stanley 2005 - 2005
Skills
Wordpress, HTML, Salesforce.com, Leadership, Integrated Marketing, Politics, Editing, Social Media Marketing, Non-profits, Social Media, Research, Public Relations, Press Releases, Event Planning, Public Speaking
Education
Harvard University 2003 — 2005
M.A., Middle Eastern Studies
Yale University 1998 — 2002
B..A., Near Eastern Languages and Civs. / Music
New York Polyphony June 2010 - Present
Christopher Herbert, Classical Singer 2000 - Present
Sing for Hope November 2009 - October 2011
Brown Lloyd James July 2009 - November 2009
Denver Research Group September 2005 - July 2009
Harvard University Center for Middle Eastern Studies Outreach September 2003 - June 2005
Morgan Stanley 2005 - 2005
Skills
Wordpress, HTML, Salesforce.com, Leadership, Integrated Marketing, Politics, Editing, Social Media Marketing, Non-profits, Social Media, Research, Public Relations, Press Releases, Event Planning, Public Speaking
Education
Harvard University 2003 — 2005
M.A., Middle Eastern Studies
Yale University 1998 — 2002
B..A., Near Eastern Languages and Civs. / Music
Lisa Vaillencourt's Morgan Stanley Experience July 2014 - Present
Job Field Management Operational Risk Officer, U.S. Wealth Management, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Morgan Stanley December 2004 - Present
Morgan Stanley April 2009 - July 2014
Morgan Stanley December 2003 - March 2009
Morgan Stanley September 1998 - December 2003
Bankers Trust June 1996 - September 1998
Skills
Client Service, Risk, Prime Brokerage, Hedge Funds, Operational Risk, Product Development, Banking Operations, Financial Risk, Financial Services, Fixed Income, FX Options, Private Banking, Management Consulting, Electronic Trading, Series 7, Equity Derivatives, Credit Derivatives, Investment Banking, Equities, Securities, Series 63, Corporate Actions, Back Office, FINRA, Interest Rate..., Risk Management, Funding, Options, Alternative Investments, Settlement, Corporate Finance, Global Custody, Asset Management, Relationship Management, Core Banking, Capital Markets, Securities Lending, Bonds, Swaps, Trading, Trading Systems, Wealth Management, Derivatives, Emerging Markets, Financial Markets, Operational Risk..., Portfolio Management, Middle Office, Mutual Funds, Structured Products
Education
Harvard University 1992 — 1996
BA, Government, Economics, History, Drama
Morgan Stanley July 2014 - Present
Morgan Stanley December 2004 - Present
Morgan Stanley April 2009 - July 2014
Morgan Stanley December 2003 - March 2009
Morgan Stanley September 1998 - December 2003
Bankers Trust June 1996 - September 1998
Skills
Client Service, Risk, Prime Brokerage, Hedge Funds, Operational Risk, Product Development, Banking Operations, Financial Risk, Financial Services, Fixed Income, FX Options, Private Banking, Management Consulting, Electronic Trading, Series 7, Equity Derivatives, Credit Derivatives, Investment Banking, Equities, Securities, Series 63, Corporate Actions, Back Office, FINRA, Interest Rate..., Risk Management, Funding, Options, Alternative Investments, Settlement, Corporate Finance, Global Custody, Asset Management, Relationship Management, Core Banking, Capital Markets, Securities Lending, Bonds, Swaps, Trading, Trading Systems, Wealth Management, Derivatives, Emerging Markets, Financial Markets, Operational Risk..., Portfolio Management, Middle Office, Mutual Funds, Structured Products
Education
Harvard University 1992 — 1996
BA, Government, Economics, History, Drama
Adam Bryan's Morgan Stanley Experience January 2015 - Present
Job Executive Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley January 2010 - December 2014
Morgan Stanley September 2005 - December 2009
Morgan Stanley July 2002 - August 2004
Skills
Fixed Income, Investment Banking, Valuation, Derivatives, Due Diligence, Bloomberg
Education
Harvard University 1998 — 2002
AB, Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
General Course
Morgan Stanley January 2015 - Present
Morgan Stanley January 2010 - December 2014
Morgan Stanley September 2005 - December 2009
Morgan Stanley July 2002 - August 2004
Skills
Fixed Income, Investment Banking, Valuation, Derivatives, Due Diligence, Bloomberg
Education
Harvard University 1998 — 2002
AB, Economics
The London School of Economics and Political Science (LSE) 2000 — 2001
General Course
Dan Ladner's Morgan Stanley Experience July 1997 - November 2008
Job First Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. November 2008 - Present
Morgan Stanley July 1997 - November 2008
Education
Harvard University 1995 — 1995
City University of New York
UBS Financial Services, Inc. November 2008 - Present
Morgan Stanley July 1997 - November 2008
Education
Harvard University 1995 — 1995
City University of New York
Alexandra Petrone's Morgan Stanley Experience May 2007 - July 2010
Job Vice President at PIMCO
Industry Financial Services
Experience
PIMCO 2012 - Present
Goldman Sachs Asset Management March 2010 - March 2012
Morgan Stanley May 2007 - July 2010
Morgan Stanley April 2006 - May 2007
Sive Paget & Riesel June 2004 - April 2006
Education
Harvard University 2000 — 2004
BA, Economics
The Lawrenceville School 1996 — 1999
PIMCO 2012 - Present
Goldman Sachs Asset Management March 2010 - March 2012
Morgan Stanley May 2007 - July 2010
Morgan Stanley April 2006 - May 2007
Sive Paget & Riesel June 2004 - April 2006
Education
Harvard University 2000 — 2004
BA, Economics
The Lawrenceville School 1996 — 1999
Courtney (O'Brien) Yakavonis, CFA's Morgan Stanley Experience June 2013 - Present
Job Research Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
Morgan Stanley July 2009 - May 2013
Lehman Brothers July 2008 - August 2008
International Chamber of Commerce July 2007 - August 2007
Skills
Equity Derivatives, Volatility Arbitrage, Bloomberg, Volatility, Market Making, Equities, Economics, ETFs, Equity Trading, Derivatives, Options, Fundamental Analysis, Equity Research, Technical Analysis
Education
Harvard University 2005 — 2009
A.B., Applied Mathematics/Economics
Morgan Stanley June 2013 - Present
Morgan Stanley July 2009 - May 2013
Lehman Brothers July 2008 - August 2008
International Chamber of Commerce July 2007 - August 2007
Skills
Equity Derivatives, Volatility Arbitrage, Bloomberg, Volatility, Market Making, Equities, Economics, ETFs, Equity Trading, Derivatives, Options, Fundamental Analysis, Equity Research, Technical Analysis
Education
Harvard University 2005 — 2009
A.B., Applied Mathematics/Economics
Barry Piafsky's Morgan Stanley Experience 1997 - 2011
Job Portfolio Manager at Moore Capital Management
Industry Investment Management
Experience
Moore Capital Management March 2015 - Present
Prologue capital 2011 - March 2015
Morgan Stanley 1997 - 2011
Skills
Fixed Income, Hedge Funds, Capital Markets, Derivatives, Bloomberg, Options, Interest Rate..., Bonds
Education
Harvard University
Moore Capital Management March 2015 - Present
Prologue capital 2011 - March 2015
Morgan Stanley 1997 - 2011
Skills
Fixed Income, Hedge Funds, Capital Markets, Derivatives, Bloomberg, Options, Interest Rate..., Bonds
Education
Harvard University
Cristian Lacayo's Morgan Stanley Experience June 2014 - Present
Job M&A Investment Banking Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley December 2013 - June 2014
Barclays Investment Bank June 2012 - August 2012
UBS Investment Bank June 2011 - August 2011
Nova Capital Partners June 2010 - August 2010
Skills
Statistical Modeling, Mathematical Analysis, Critical Thinking, Retail Banking, Highly motivated..., Financial & Operational..., M&A Modeling, Investment Banking, Financial Accounting, Bloomberg, Valuation, LBO, Financial Modeling, Capital IQ, Emerging Markets, Mergers & Acquisitions, DCF, Corporate Finance, Equities, Finance, Financial Analysis, Investment Management, Investments, Microsoft Office
Education
University of Pennsylvania 2008 — 2012
BS in Economics (Wharton School) and BA in Economics (College of Arts and Sciences), Finance, Real Estate, Chinese, Math, International Studies
Pontifícia Universidade Católica do Rio de Janeiro 2013 — 2013
Portuguese Language, Finance, International Business
Tsinghua University 2010 — 2010
International Business, Chinese Literature
Minzu University Beijing 2009 — 2009
Chinese Language
Harvard University 2007 — 2007
Economics
American Nicaraguan School
Morgan Stanley June 2014 - Present
Morgan Stanley December 2013 - June 2014
Barclays Investment Bank June 2012 - August 2012
UBS Investment Bank June 2011 - August 2011
Nova Capital Partners June 2010 - August 2010
Skills
Statistical Modeling, Mathematical Analysis, Critical Thinking, Retail Banking, Highly motivated..., Financial & Operational..., M&A Modeling, Investment Banking, Financial Accounting, Bloomberg, Valuation, LBO, Financial Modeling, Capital IQ, Emerging Markets, Mergers & Acquisitions, DCF, Corporate Finance, Equities, Finance, Financial Analysis, Investment Management, Investments, Microsoft Office
Education
University of Pennsylvania 2008 — 2012
BS in Economics (Wharton School) and BA in Economics (College of Arts and Sciences), Finance, Real Estate, Chinese, Math, International Studies
Pontifícia Universidade Católica do Rio de Janeiro 2013 — 2013
Portuguese Language, Finance, International Business
Tsinghua University 2010 — 2010
International Business, Chinese Literature
Minzu University Beijing 2009 — 2009
Chinese Language
Harvard University 2007 — 2007
Economics
American Nicaraguan School
Christina Jenq's Morgan Stanley Experience 2004 - 2006
Job PhD Student at University of Chicago Graduate School of Business
Industry Research
Experience
HKUST Institute of Emerging Market Studies August 2014 - Present
University of Chicago Graduate School of Business September 2008 - June 2014
National Bureau of Economic Research July 2007 - July 2008
Abdul Latif Jameel Poverty Action Lab (J-PAL) August 2006 - June 2007
Morgan Stanley 2004 - 2006
Education
Harvard University 2000 — 2004
Peddie
The University of Chicago
HKUST Institute of Emerging Market Studies August 2014 - Present
University of Chicago Graduate School of Business September 2008 - June 2014
National Bureau of Economic Research July 2007 - July 2008
Abdul Latif Jameel Poverty Action Lab (J-PAL) August 2006 - June 2007
Morgan Stanley 2004 - 2006
Education
Harvard University 2000 — 2004
Peddie
The University of Chicago
Andrew Earls's Morgan Stanley Experience 1996 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 1996 - Present
Education
Harvard University 1992 — 1996
B.A., Economics
Morgan Stanley 1996 - Present
Education
Harvard University 1992 — 1996
B.A., Economics
David Roosevelt's Morgan Stanley Experience September 2003 - March 2009
Job Partner at Roosevelt Investments, LP
Industry Capital Markets
Experience
Roosevelt Investments, LP March 2009 - Present
Morgan Stanley September 2003 - March 2009
Education
Northwestern University, Kellogg Graduate School of Management 2001 — 2003
MBA
Harvard University 1989 — 1993
BA, Government
St. Mark's School of Texas
Roosevelt Investments, LP March 2009 - Present
Morgan Stanley September 2003 - March 2009
Education
Northwestern University, Kellogg Graduate School of Management 2001 — 2003
MBA
Harvard University 1989 — 1993
BA, Government
St. Mark's School of Texas
Chuma Ogunwole's Morgan Stanley Experience June 2012 - July 2014
Job Associate at Global Infrastructure Partners
Industry Financial Services
Experience
Global Infrastructure Partners August 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Credit Suisse June 2010 - August 2010
Skills
Investment Banking, Securities, Financial Modeling, Valuation, Bloomberg, Equities, Private Equity, Capital Markets, Economics, Hedge Funds, Corporate Finance, Financial Analysis, Fixed Income, Investments, Equity Research, Venture Capital, Emerging Markets, Stata, Alternative Investments, Mergers & Acquisitions
Education
Harvard University 2008 — 2012
Bachelor of Arts (BA), Economics
Global Infrastructure Partners August 2014 - Present
Morgan Stanley June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
Credit Suisse June 2010 - August 2010
Skills
Investment Banking, Securities, Financial Modeling, Valuation, Bloomberg, Equities, Private Equity, Capital Markets, Economics, Hedge Funds, Corporate Finance, Financial Analysis, Fixed Income, Investments, Equity Research, Venture Capital, Emerging Markets, Stata, Alternative Investments, Mergers & Acquisitions
Education
Harvard University 2008 — 2012
Bachelor of Arts (BA), Economics
Edmund G. Soriano's Morgan Stanley Experience June 2011 - July 2013
Job Assistant Vice President (Private Equity) at GIC Special Investments
Industry Venture Capital & Private Equity
Experience
GIC Special Investments August 2013 - Present
Morgan Stanley June 2011 - July 2013
Harvard Cooperative Society May 2010 - May 2011
Education
Harvard University
Bachelor's Degree
GIC Special Investments August 2013 - Present
Morgan Stanley June 2011 - July 2013
Harvard Cooperative Society May 2010 - May 2011
Education
Harvard University
Bachelor's Degree
Ashtynn Baltimore's Morgan Stanley Experience June 2010 - August 2010
Job Student at Harvard University
Industry Financial Services
Experience
Microsoft August 2014 - Present
Merrill Lynch June 2013 - August 2014
Media Rights Capital December 2013 - February 2014
Goldman Sachs June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Marlborough School 2002 - 2009
Skills
Valuation, Economics, Financial Modeling, Microsoft Office, Capital IQ, Idea Generation, Strategy, Social Media
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Marlborough School 2004 — 2009
Microsoft August 2014 - Present
Merrill Lynch June 2013 - August 2014
Media Rights Capital December 2013 - February 2014
Goldman Sachs June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Marlborough School 2002 - 2009
Skills
Valuation, Economics, Financial Modeling, Microsoft Office, Capital IQ, Idea Generation, Strategy, Social Media
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Marlborough School 2004 — 2009
Colin Teichholtz's Morgan Stanley Experience September 2003 - February 2011
Job at Pine River Capital Management
Industry Financial Services
Experience
Pine River Capital Management February 2011 - Present
Morgan Stanley September 2003 - February 2011
Goldman Sachs 1992 - 2003
Education
Harvard University 1988 — 1992
BA, Economics
Pine River Capital Management February 2011 - Present
Morgan Stanley September 2003 - February 2011
Goldman Sachs 1992 - 2003
Education
Harvard University 1988 — 1992
BA, Economics
Chester Lee's Morgan Stanley Experience 2004 - 2009
Job Investment Professional at Harvard Management Company
Industry Investment Management
Experience
Harvard Management Company 2011 - Present
Texas Rangers Baseball Club 2009 - 2009
Morgan Stanley 2004 - 2009
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Marketing, Management
Harvard University 2003 — 2004
AM, Statistics
Harvard University 2000 — 2004
AB, Statistics and Economics
Harvard Management Company 2011 - Present
Texas Rangers Baseball Club 2009 - 2009
Morgan Stanley 2004 - 2009
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA, Marketing, Management
Harvard University 2003 — 2004
AM, Statistics
Harvard University 2000 — 2004
AB, Statistics and Economics
Luxi Guo's Morgan Stanley Experience June 2012 - August 2012
Job Data Scientist at Facebook
Industry Internet
Experience
Facebook August 2015 - Present
Expedia, Inc. May 2014 - August 2015
Vistaprint July 2013 - May 2014
Vistaprint March 2012 - July 2013
Morgan Stanley June 2012 - August 2012
Education
Harvard University 2010 — 2012
Master
Peking University 2006 — 2010
Bachelor
Facebook August 2015 - Present
Expedia, Inc. May 2014 - August 2015
Vistaprint July 2013 - May 2014
Vistaprint March 2012 - July 2013
Morgan Stanley June 2012 - August 2012
Education
Harvard University 2010 — 2012
Master
Peking University 2006 — 2010
Bachelor
Wenna Jia's Morgan Stanley Experience June 2010 - June 2012
Job Product Marketing at Facebook | Stanford GSB '16
Industry Entertainment
Experience
Facebook June 2015 - August 2015
NBCUniversal, Inc. July 2012 - July 2014
Morgan Stanley June 2010 - June 2012
Citi June 2009 - August 2009
Citi June 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Strategies, Strategy, Business Strategy, Investment Banking
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Harvard University 2006 — 2010
A.B., Economics
Whitney Young Magnet High School 2002 — 2006
Facebook June 2015 - August 2015
NBCUniversal, Inc. July 2012 - July 2014
Morgan Stanley June 2010 - June 2012
Citi June 2009 - August 2009
Citi June 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Strategies, Strategy, Business Strategy, Investment Banking
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Harvard University 2006 — 2010
A.B., Economics
Whitney Young Magnet High School 2002 — 2006
Amanda Kersen's Morgan Stanley Experience June 2012 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Harvard Office of Career Services January 2009 - May 2012
Morgan Stanley June 2011 - August 2011
Apollo Management June 2010 - August 2010
PEI Funds June 2009 - August 2009
Education
Harvard University 2008 — 2012
AB, Applied Mathematics, Economics
Morgan Stanley June 2012 - Present
Harvard Office of Career Services January 2009 - May 2012
Morgan Stanley June 2011 - August 2011
Apollo Management June 2010 - August 2010
PEI Funds June 2009 - August 2009
Education
Harvard University 2008 — 2012
AB, Applied Mathematics, Economics
Arif Lakhani's Morgan Stanley Experience June 2007 - April 2009
Job Principal at Silver Lake Kraftwerk
Industry Venture Capital & Private Equity
Experience
Silver Lake Kraftwerk August 2011 - Present
Silver Lake Partners July 2009 - July 2011
Morgan Stanley June 2007 - April 2009
Education
Harvard University 2003 — 2007
AB, Economics
Silver Lake Kraftwerk August 2011 - Present
Silver Lake Partners July 2009 - July 2011
Morgan Stanley June 2007 - April 2009
Education
Harvard University 2003 — 2007
AB, Economics
Dara Blume's Morgan Stanley Experience July 2010 - Present
Job FX Strategist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2010 - Present
Stowe School August 2008 - July 2010
Goldman Sachs June 2007 - August 2007
Skills
Bloomberg, Microsoft Excel, Haver
Education
Harvard University 2004 — 2008
BA, Economics, Secondary Concentration in Math, 3.74
mhs
Morgan Stanley July 2010 - Present
Stowe School August 2008 - July 2010
Goldman Sachs June 2007 - August 2007
Skills
Bloomberg, Microsoft Excel, Haver
Education
Harvard University 2004 — 2008
BA, Economics, Secondary Concentration in Math, 3.74
mhs
Amanda Nguyen's Morgan Stanley Experience June 2012 - August 2012
Job Student at Harvard University
Industry Public Policy
Experience
Harvard University InternNASAMay 2013 - August 2013
Origins of Life Initiative January 2013 - May 2013
Harvard Institute of Politics October 2009 - May 2013
Harvard College Free the Slaves NGO September 2009 - September 2012
Morgan Stanley June 2012 - August 2012
The White House September 2011 - January 2012
NASA May 2011 - August 2011
Harvard Law School Project on Women's Rights and Disability May 2010 - August 2010
Skills
Stata, Economics, Community Organizing, Public Policy, Mandarin, Excel, LexisNexis, Word, PowerPoint, Vietnamese, Bengali, Spanish, Microsoft Excel, Microsoft Word, Social Entrepreneurship, Research, Data Analysis
Education
Harvard University
Bachelor of Arts (B.A.)
Centennial High School 2005 — 2009
Harvard University InternNASAMay 2013 - August 2013
Origins of Life Initiative January 2013 - May 2013
Harvard Institute of Politics October 2009 - May 2013
Harvard College Free the Slaves NGO September 2009 - September 2012
Morgan Stanley June 2012 - August 2012
The White House September 2011 - January 2012
NASA May 2011 - August 2011
Harvard Law School Project on Women's Rights and Disability May 2010 - August 2010
Skills
Stata, Economics, Community Organizing, Public Policy, Mandarin, Excel, LexisNexis, Word, PowerPoint, Vietnamese, Bengali, Spanish, Microsoft Excel, Microsoft Word, Social Entrepreneurship, Research, Data Analysis
Education
Harvard University
Bachelor of Arts (B.A.)
Centennial High School 2005 — 2009
Bo Jiang's Morgan Stanley Experience June 2011 - August 2011
Job Quantitative Researcher at Two Sigma Investments
Industry Research
Experience
Two Sigma Investments August 2013 - Present
Two Sigma Investments June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
R, Mathematical Modeling, LaTeX, Statistics, Matlab, Quantitative Finance, Teaching, Statistical Modeling, Machine Learning, Stata, Mathematica, Scientific Computing, Applied Mathematics, Quantitative Analytics, Data Mining, Data Analysis
Education
Harvard University 2008 — 2013
Ph.D., Statistics
Tsinghua University 2006 — 2008
Master of Engineering (M.Eng.), Control Science and Engineering
Tsinghua University 2002 — 2006
Bachelor of Science (B.Sc.), Mathematics and Physics
Two Sigma Investments August 2013 - Present
Two Sigma Investments June 2012 - August 2012
Morgan Stanley June 2011 - August 2011
Skills
R, Mathematical Modeling, LaTeX, Statistics, Matlab, Quantitative Finance, Teaching, Statistical Modeling, Machine Learning, Stata, Mathematica, Scientific Computing, Applied Mathematics, Quantitative Analytics, Data Mining, Data Analysis
Education
Harvard University 2008 — 2013
Ph.D., Statistics
Tsinghua University 2006 — 2008
Master of Engineering (M.Eng.), Control Science and Engineering
Tsinghua University 2002 — 2006
Bachelor of Science (B.Sc.), Mathematics and Physics
Annie McNerney's Morgan Stanley Experience August 2012 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2012 - Present
Morgan Stanley June 2010 - August 2012
Morgan Stanley May 2009 - July 2009
Skills
Financial Analysis, Data Analysis, Research, Prime Brokerage, Economics, PowerPoint, Writing, Microsoft Excel, Market Research, Bloomberg, Microsoft Office, Project Management, Strategic Planning, Strategy
Education
Harvard University 2006 — 2010
B.A., Government and Economics
Morgan Stanley August 2012 - Present
Morgan Stanley June 2010 - August 2012
Morgan Stanley May 2009 - July 2009
Skills
Financial Analysis, Data Analysis, Research, Prime Brokerage, Economics, PowerPoint, Writing, Microsoft Excel, Market Research, Bloomberg, Microsoft Office, Project Management, Strategic Planning, Strategy
Education
Harvard University 2006 — 2010
B.A., Government and Economics
Ahana Kalappa Gunderson's Morgan Stanley Experience June 2001 - July 2003
Job Vice President at American Express
Industry Financial Services
Experience
American Express August 2003 - Present
Morgan Stanley June 2001 - July 2003
Education
Harvard University
Wycombe Abbey
American Express August 2003 - Present
Morgan Stanley June 2001 - July 2003
Education
Harvard University
Wycombe Abbey
Donald Sung's Morgan Stanley Experience 1994 - 2004
Job Managing Director at Lazard Freres
Industry Investment Banking
Experience
Lazard 2012 - Present
Deutsche Bank April 2004 - April 2012
Morgan Stanley 1994 - 2004
Sidley Austin LLP 1993 - 1994
Skills
Capital Markets, Private Equity, Valuation, Investment Banking, LBO, Financial Modeling
Education
University of Chicago Law School 1989 — 1992
Doctor of Law (J.D.)
Harvard University 1985 — 1989
Bachelor of Arts (B.A.)
Lazard 2012 - Present
Deutsche Bank April 2004 - April 2012
Morgan Stanley 1994 - 2004
Sidley Austin LLP 1993 - 1994
Skills
Capital Markets, Private Equity, Valuation, Investment Banking, LBO, Financial Modeling
Education
University of Chicago Law School 1989 — 1992
Doctor of Law (J.D.)
Harvard University 1985 — 1989
Bachelor of Arts (B.A.)
Benjamin Arabia's Morgan Stanley Experience July 2011 - August 2012
Job Senior Analyst at Maverick Capital
Industry Investment Management
Experience
Maverick Capital August 2012 - Present
Morgan Stanley July 2011 - August 2012
Education
Harvard University 2007 — 2011
Maverick Capital August 2012 - Present
Morgan Stanley July 2011 - August 2012
Education
Harvard University 2007 — 2011
Donald MacLeod's Morgan Stanley Experience September 1984 - August 1990
Job CEO and President at Cocurrent BioEnergy LLC
Industry Renewables & Environment
Experience
Cocurrent BioEnergy LLC January 2012 - Present
Capital Partners Securities, LLC January 2003 - December 2011
Lehman Brothers Asia February 1993 - December 1995
CS First Boston July 1991 - January 1993
Morgan Stanley September 1984 - August 1990
Skills
Renewable Energy, Due Diligence, Start-ups, Mergers, Private Equity
Education
Brown University 1976 — 1980
Bachelor's degree, Economics
University of Pennsylvania - The Wharton School 1982 — 1984
Master of Business Administration (M.B.A.), Finance and Capital Markets
Harvard University
Asian Studies
Cocurrent BioEnergy LLC January 2012 - Present
Capital Partners Securities, LLC January 2003 - December 2011
Lehman Brothers Asia February 1993 - December 1995
CS First Boston July 1991 - January 1993
Morgan Stanley September 1984 - August 1990
Skills
Renewable Energy, Due Diligence, Start-ups, Mergers, Private Equity
Education
Brown University 1976 — 1980
Bachelor's degree, Economics
University of Pennsylvania - The Wharton School 1982 — 1984
Master of Business Administration (M.B.A.), Finance and Capital Markets
Harvard University
Asian Studies
Alexander Kowell's Morgan Stanley Experience August 2012 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2012 - Present
Black Canyon Capital January 2007 - March 2010
Merrill Lynch October 2005 - December 2006
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Due Diligence, Corporate Development, Mergers, Financial Analysis, Corporate Finance, Equities, Business Strategy, Investments, Capital Markets, Mergers & Acquisitions
Education
Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA)
Harvard College 1999 — 2003
AB, Biochemical Sciences
Harvard-Westlake School 1993 — 1999
Morgan Stanley August 2012 - Present
Black Canyon Capital January 2007 - March 2010
Merrill Lynch October 2005 - December 2006
Skills
Financial Modeling, Valuation, Private Equity, Investment Banking, Due Diligence, Corporate Development, Mergers, Financial Analysis, Corporate Finance, Equities, Business Strategy, Investments, Capital Markets, Mergers & Acquisitions
Education
Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA)
Harvard College 1999 — 2003
AB, Biochemical Sciences
Harvard-Westlake School 1993 — 1999
Ben Stapleton's Morgan Stanley Experience July 2002 - July 2005
Job Group Regional Operations Director at DaVita Healthcare Partners
Industry Hospital & Health Care
Experience
DaVita Healthcare Partners November 2014 - Present
DaVita Healthcare Partners January 2013 - October 2014
Deutsche Bank July 2010 - September 2012
Onslow Advisors May 2009 - June 2010
Greywolf Capital August 2005 - January 2009
Morgan Stanley July 2002 - July 2005
Skills
Operations Management, Team Building, Business Development, Budgeting, Investment Banking, Financial Modeling, Valuation, Mergers & Acquisitions, Private Equity, Hedge Funds, Capital Markets, Due Diligence, Equities, Investments
Education
Cambridge University 2000 — 2002
Master's degree, Social & Political Science
Harvard College 1996 — 2000
Bachelor's degree, Classics
Hotchkiss
St. Bernard's
DaVita Healthcare Partners November 2014 - Present
DaVita Healthcare Partners January 2013 - October 2014
Deutsche Bank July 2010 - September 2012
Onslow Advisors May 2009 - June 2010
Greywolf Capital August 2005 - January 2009
Morgan Stanley July 2002 - July 2005
Skills
Operations Management, Team Building, Business Development, Budgeting, Investment Banking, Financial Modeling, Valuation, Mergers & Acquisitions, Private Equity, Hedge Funds, Capital Markets, Due Diligence, Equities, Investments
Education
Cambridge University 2000 — 2002
Master's degree, Social & Political Science
Harvard College 1996 — 2000
Bachelor's degree, Classics
Hotchkiss
St. Bernard's
Akash Nandi's Morgan Stanley Experience May 2015 - Present
Job Summer Intern at Morgan Stanley
Industry Nonprofit Organization Management
Experience
Morgan Stanley May 2015 - Present
Self Employed August 2011 - Present
Lynx Mortgage Bank Llc December 2014 - January 2015
City Year August 2013 - June 2014
City Year August 2013 - June 2014
Skills
Non-profit Volunteer, Teaching, Community Outreach, Java, Python, C, jQuery, HTML, JavaScript, PHP, CSS, C++, Objective-C, Experience Working with..., PowerPoint, Public Speaking, Academic Tutoring, Leadership, Ruby, Microsoft Word, Microsoft Excel, C#, Javasc, Swift, Ruby on Rails
Education
Harvard University 2014 — 2018
A.B./ S.M., Applied Mathematics
Stony Brook University 2012 — 2013
St. Anthony's High School 2011 — 2013
NYS Advanced Regents Diploma
Morgan Stanley May 2015 - Present
Self Employed August 2011 - Present
Lynx Mortgage Bank Llc December 2014 - January 2015
City Year August 2013 - June 2014
City Year August 2013 - June 2014
Skills
Non-profit Volunteer, Teaching, Community Outreach, Java, Python, C, jQuery, HTML, JavaScript, PHP, CSS, C++, Objective-C, Experience Working with..., PowerPoint, Public Speaking, Academic Tutoring, Leadership, Ruby, Microsoft Word, Microsoft Excel, C#, Javasc, Swift, Ruby on Rails
Education
Harvard University 2014 — 2018
A.B./ S.M., Applied Mathematics
Stony Brook University 2012 — 2013
St. Anthony's High School 2011 — 2013
NYS Advanced Regents Diploma
Evan Hahn's Morgan Stanley Experience June 2014 - August 2014
Job Publisher Account Intern at Taboola
Industry Venture Capital & Private Equity
Experience
Taboola May 2015 - Present
Morgan Stanley June 2014 - August 2014
CITIC Securities Company Limited June 2013 - August 2013
China Asset Management Company June 2011 - August 2011
Skills
CSS, HTML, PowerPoint, Video Production, Film Editing
Education
Harvard University 2013 — 2017
Economics
Taboola May 2015 - Present
Morgan Stanley June 2014 - August 2014
CITIC Securities Company Limited June 2013 - August 2013
China Asset Management Company June 2011 - August 2011
Skills
CSS, HTML, PowerPoint, Video Production, Film Editing
Education
Harvard University 2013 — 2017
Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS