Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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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
Herby Raymond Herby Raymond's Morgan Stanley Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - August 2015
Sabadell Bank & Trust June 2014 - August 2014
State Street Corporation June 2013 - August 2013
School District of Palm Beach County June 2011 - July 2011
Skills
Microsoft Office, Economics, Financial Analysis, Financial Accounting, DCF Valuation, Financial Modeling, Quantitative Analytics, Qualitative Research, French, Stata, Matlab, PowerPoint
Education
Harvard College 2012 — 2016
Bachelor's Degree, Economics
Morgan Stanley June 2015 - August 2015
Sabadell Bank & Trust June 2014 - August 2014
State Street Corporation June 2013 - August 2013
School District of Palm Beach County June 2011 - July 2011
Skills
Microsoft Office, Economics, Financial Analysis, Financial Accounting, DCF Valuation, Financial Modeling, Quantitative Analytics, Qualitative Research, French, Stata, Matlab, PowerPoint
Education
Harvard College 2012 — 2016
Bachelor's Degree, Economics
Patrick Galvin's Morgan Stanley Experience Investment Banking Summer AnalystMorgan StanleyJune 2013 - August 2013
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley Investment Banking Summer AnalystMorgan StanleyJune 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis, Accounting, Windows, HTML
Education
Harvard University 2010 — 2014
Bachelor of Arts (B.A.), Economics and Neurobiology
Torrey Pines High School 2006 — 2010
Morgan Stanley Investment Banking Summer AnalystMorgan StanleyJune 2013 - August 2013
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Data Analysis, Accounting, Windows, HTML
Education
Harvard University 2010 — 2014
Bachelor of Arts (B.A.), Economics and Neurobiology
Torrey Pines High School 2006 — 2010
Kelsey Muller's Morgan Stanley Experience May 2012 - June 2012
Job Investment Banking Analyst at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2014 - Present
Deutsche Bank June 2013 - August 2013
Morgan Stanley May 2012 - June 2012
R. John Muller Insurance Agency June 2011 - August 2011
Skills
Financial Modeling, Stata, Economics, Microsoft Excel, Data Analysis, PowerPoint, Spanish, Microsoft Office, Research, Microsoft Word, Management, Valuation, Public Speaking, Investment Banking, Portfolio Management, Due Diligence, Mergers, Statistics, Finance
Education
Harvard University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Bergen County Academies 2006 — 2010
High School Degree
Deutsche Bank July 2014 - Present
Deutsche Bank June 2013 - August 2013
Morgan Stanley May 2012 - June 2012
R. John Muller Insurance Agency June 2011 - August 2011
Skills
Financial Modeling, Stata, Economics, Microsoft Excel, Data Analysis, PowerPoint, Spanish, Microsoft Office, Research, Microsoft Word, Management, Valuation, Public Speaking, Investment Banking, Portfolio Management, Due Diligence, Mergers, Statistics, Finance
Education
Harvard University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Bergen County Academies 2006 — 2010
High School Degree
Gunce Arkan Gunce Arkan's Morgan Stanley Experience September 2002 - September 2009
Job Head of Content & Research at Glow, Inc.
Industry Internet
Experience
Glow, Inc May 2013 - Present
ORYX Consulting September 2009 - May 2013
Morgan Stanley September 2002 - September 2009
Lehman Brothers September 1997 - July 2000
Skills
Fixed Income, Hedge Funds, Investments, Start-ups, Strategy, Mobile Internet, Research, Content Strategy, Content Writing, Community Development, Community Engagement
Education
Stanford University Graduate School of Business 2000 — 2002
MBA
Harvard University 1993 — 1997
Bachelor of Arts (B.A.), Economics
Glow, Inc May 2013 - Present
ORYX Consulting September 2009 - May 2013
Morgan Stanley September 2002 - September 2009
Lehman Brothers September 1997 - July 2000
Skills
Fixed Income, Hedge Funds, Investments, Start-ups, Strategy, Mobile Internet, Research, Content Strategy, Content Writing, Community Development, Community Engagement
Education
Stanford University Graduate School of Business 2000 — 2002
MBA
Harvard University 1993 — 1997
Bachelor of Arts (B.A.), Economics
Josh Shih's Morgan Stanley Experience June 2014 - Present
Job Firm Strategy and Execution Summer Analyst at Morgan Stanley
Industry Management Consulting
Experience
Morgan Stanley June 2014 - Present
The Harvard Crimson September 2011 - Present
Q Collection May 2010 - Present
Google August 2014 - August 2014
Microsoft June 2013 - August 2013
Hay Group June 2012 - August 2012
Education
Harvard University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Goshen High School 2007 — 2011
Morgan Stanley June 2014 - Present
The Harvard Crimson September 2011 - Present
Q Collection May 2010 - Present
Google August 2014 - August 2014
Microsoft June 2013 - August 2013
Hay Group June 2012 - August 2012
Education
Harvard University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Goshen High School 2007 — 2011
Sarah Wang's Morgan Stanley Experience June 2010 - September 2011
Job Associate at DCM Ventures
Industry Venture Capital & Private Equity
Experience
DCM Ventures June 2015 - Present
Eagle Cliff Partners 2014 - 2014
The Boston Consulting Group 2013 - 2014
The Boston Consulting Group October 2011 - September 2013
Morgan Stanley June 2010 - September 2011
Goldman Sachs June 2009 - August 2009
COMAC Capital June 2008 - August 2008
ShoreBank June 2007 - August 2007
Skills
Capital IQ, Bloomberg, Investment Banking, Hedge Funds, Financial Modeling, Project Planning, Software Project..., Dashboards, Capital Markets, Private Equity, Emerging Markets, M&A experience, Venture Capital, Valuation, Dashboard, Corporate Development, Strategy, Management Consulting, Investments, Due Diligence, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2014 — 2016
Harvard University 2006 — 2010
Bachelor of Arts (B.A.), Economics, Phi Beta Kappa
DCM Ventures June 2015 - Present
Eagle Cliff Partners 2014 - 2014
The Boston Consulting Group 2013 - 2014
The Boston Consulting Group October 2011 - September 2013
Morgan Stanley June 2010 - September 2011
Goldman Sachs June 2009 - August 2009
COMAC Capital June 2008 - August 2008
ShoreBank June 2007 - August 2007
Skills
Capital IQ, Bloomberg, Investment Banking, Hedge Funds, Financial Modeling, Project Planning, Software Project..., Dashboards, Capital Markets, Private Equity, Emerging Markets, M&A experience, Venture Capital, Valuation, Dashboard, Corporate Development, Strategy, Management Consulting, Investments, Due Diligence, Mergers & Acquisitions
Education
Stanford University Graduate School of Business 2014 — 2016
Harvard University 2006 — 2010
Bachelor of Arts (B.A.), Economics, Phi Beta Kappa
Keith DesRochers Keith DesRochers's Morgan Stanley Experience 2007 - 2008
Job Resident Physician
Industry Medical Practice
Experience
UCLA Health April 2014 - Present
Engeye September 2009 - June 2012
Oregon Health & Science University 2009 - 2010
Morgan Stanley 2007 - 2008
JPMorgan Chase 2002 - 2007
Skills
Equity Derivatives, Healthcare, Research, Data Analysis, Public Speaking, Strategic Planning, Teaching, Statistics, Science, Biochemistry, Community Outreach, Nonprofits, Fundraising
Education
Oregon Health and Science University 2010 — 2014
Doctor of Medicine (MD)
Harvard University 1998 — 2002
AB, History and Science
UCLA Health April 2014 - Present
Engeye September 2009 - June 2012
Oregon Health & Science University 2009 - 2010
Morgan Stanley 2007 - 2008
JPMorgan Chase 2002 - 2007
Skills
Equity Derivatives, Healthcare, Research, Data Analysis, Public Speaking, Strategic Planning, Teaching, Statistics, Science, Biochemistry, Community Outreach, Nonprofits, Fundraising
Education
Oregon Health and Science University 2010 — 2014
Doctor of Medicine (MD)
Harvard University 1998 — 2002
AB, History and Science
Mark Mazzie's Morgan Stanley Experience September 1999 - December 2001
Job CEO at The Center for Professional Innovation & Education, Inc. (CfPIE)
Industry Biotechnology
Experience
The Center for Professional Innovation & Education, Inc. (CfPIE) December 2001 - Present
Morgan Stanley September 1999 - December 2001
Barnett International September 1998 - September 1999
Wyeth Pharmaceuticals September 1993 - September 1998
Arizona State University September 1989 - August 1993
City of Scottsdale 1988 - 1989
U.S. House of Representatives 1985 - 1988
Skills
Change Management, Team Building, Management Consulting, Leadership Development, Strategic Planning, Public Relations, Leadership, Marketing Communications, Training, Entrepreneurship, Strategy, Marketing, Team Leadership, Organizational..., New Business Development, Start-ups, Customer Service, Business Strategy, Pharmaceutical Industry, Biotechnology, Life Sciences
Education
Harvard University 1983 — 1985
Master's degree, American Government and Politics (United States)
The Center for Professional Innovation & Education, Inc. (CfPIE) December 2001 - Present
Morgan Stanley September 1999 - December 2001
Barnett International September 1998 - September 1999
Wyeth Pharmaceuticals September 1993 - September 1998
Arizona State University September 1989 - August 1993
City of Scottsdale 1988 - 1989
U.S. House of Representatives 1985 - 1988
Skills
Change Management, Team Building, Management Consulting, Leadership Development, Strategic Planning, Public Relations, Leadership, Marketing Communications, Training, Entrepreneurship, Strategy, Marketing, Team Leadership, Organizational..., New Business Development, Start-ups, Customer Service, Business Strategy, Pharmaceutical Industry, Biotechnology, Life Sciences
Education
Harvard University 1983 — 1985
Master's degree, American Government and Politics (United States)
Shaunak Vankudre Shaunak Vankudre's Morgan Stanley Experience August 2011 - April 2012
Job Vice President at D. E. Shaw & Co.
Industry Investment Management
Experience
D. E. Shaw & Co. April 2012 - Present
Morgan Stanley August 2011 - April 2012
Morgan Stanley July 2009 - July 2011
Education
Harvard College 2005 — 2009
Bachelor of Arts (B.A.), Economics
The Lawrenceville School 2001 — 2005
D. E. Shaw & Co. April 2012 - Present
Morgan Stanley August 2011 - April 2012
Morgan Stanley July 2009 - July 2011
Education
Harvard College 2005 — 2009
Bachelor of Arts (B.A.), Economics
The Lawrenceville School 2001 — 2005
Saron Tesfalul's Morgan Stanley Experience June 2009 - August 2009
Job MBA Candidate at Stanford Graduate School of Business
Industry Venture Capital & Private Equity
Experience
Bain Capital September 2012 - July 2014
Bain & Company November 2010 - July 2012
Morgan Stanley June 2009 - August 2009
Lehman Brothers June 2008 - August 2008
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Harvard University 2006 — 2010
Honors B.A., Economics
Bain Capital September 2012 - July 2014
Bain & Company November 2010 - July 2012
Morgan Stanley June 2009 - August 2009
Lehman Brothers June 2008 - August 2008
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (MBA)
Harvard University 2006 — 2010
Honors B.A., Economics
Martha Obasi's Morgan Stanley Experience June 2015 - Present
Job Investment Banking Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Harvard University Graduate School of Design October 2011 - May 2015
Ecademy Africa March 2012 - January 2015
Morgan Stanley June 2014 - August 2014
Sponsors for Educational Opportunity March 2014 - August 2014
Harvard FAS Center for Biology January 2013 - May 2014
Equity Bank Limited June 2013 - August 2013
Equity Bank Limited July 2012 - August 2012
Harvard FAS Alumni Affairs and Development October 2011 - May 2012
Equity Bank Limited April 2009 - September 2010
Skills
Data Analysis, Microsoft Excel, Finance, Stata, Economics, Business Strategy, Financial Modeling, PowerPoint, Financial Analysis, Research, Microsoft Word, Corporate Finance, Investments, Public Speaking, Entrepreneurship, Analysis, Microsoft Office, Teamwork
Education
Harvard University 2011 — 2015
Bachelor's degree, Applied Mathematics, Economics, African Studies, French, Senior
Strathmore University 2009 — 2011
Certified Public Accountant (CPA-K), Accounting, CPA 6 Candidate
Morgan Stanley June 2015 - Present
Harvard University Graduate School of Design October 2011 - May 2015
Ecademy Africa March 2012 - January 2015
Morgan Stanley June 2014 - August 2014
Sponsors for Educational Opportunity March 2014 - August 2014
Harvard FAS Center for Biology January 2013 - May 2014
Equity Bank Limited June 2013 - August 2013
Equity Bank Limited July 2012 - August 2012
Harvard FAS Alumni Affairs and Development October 2011 - May 2012
Equity Bank Limited April 2009 - September 2010
Skills
Data Analysis, Microsoft Excel, Finance, Stata, Economics, Business Strategy, Financial Modeling, PowerPoint, Financial Analysis, Research, Microsoft Word, Corporate Finance, Investments, Public Speaking, Entrepreneurship, Analysis, Microsoft Office, Teamwork
Education
Harvard University 2011 — 2015
Bachelor's degree, Applied Mathematics, Economics, African Studies, French, Senior
Strathmore University 2009 — 2011
Certified Public Accountant (CPA-K), Accounting, CPA 6 Candidate
Graham Topol's Morgan Stanley Experience June 2014 - September 2015
Job Associate at FTV Capital
Industry Venture Capital & Private Equity
Experience
FTV Capital September 2015 - Present
Morgan Stanley June 2014 - September 2015
Morgan Stanley June 2013 - August 2013
RealFlex Capital June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Stata, Economics, Research, Social Media, Microsoft Word, Data Analysis, Public Speaking, Spanish, Statistics, Teamwork, Photoshop, HTML, Financial Modeling, R, Matlab, Editing, Market Research
Education
Harvard University 2010 — 2014
A.B, Economics
Ethical Culture Fieldston School
FTV Capital September 2015 - Present
Morgan Stanley June 2014 - September 2015
Morgan Stanley June 2013 - August 2013
RealFlex Capital June 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Stata, Economics, Research, Social Media, Microsoft Word, Data Analysis, Public Speaking, Spanish, Statistics, Teamwork, Photoshop, HTML, Financial Modeling, R, Matlab, Editing, Market Research
Education
Harvard University 2010 — 2014
A.B, Economics
Ethical Culture Fieldston School
Jessica Halpern's Morgan Stanley Experience 2012 - Present
Job Institutional Equity Sales Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2012 - Present
Team Impact May 2012 - May 2013
Credit Suisse June 2011 - August 2011
Education
Harvard University 2007 — 2012
Economics
Morgan Stanley 2012 - Present
Team Impact May 2012 - May 2013
Credit Suisse June 2011 - August 2011
Education
Harvard University 2007 — 2012
Economics
Oliver Liu Oliver Liu's Morgan Stanley Experience 1999 - 1999
Job Cofounder at Radiant Genomics, inc.
Industry Research
Experience
Radiant Genomics, inc. June 2012 - Present
Slingshot Biosciences April 2012 - Present
Amyris Inc August 2011 - March 2012
Stanford University March 2009 - August 2011
University of California, San Francisco September 2001 - December 2008
Armadasoft 2000 - 2001
Massachusetts General Hospital Cancer Center September 1997 - June 1999
Morgan Stanley 1999 - 1999
Skills
High Throughput..., Characterization, Synthetic Biology, Protein Engineering, Molecular Cloning, Molecular Evolution, Metabolic Engineering, Molecular Genetics, Molecular Microbiology, Mammalian Cell Culture, Protein Purification
Education
University of California, San Francisco 2001 — 2008
Ph.D., Genetics
Harvard University 1995 — 1999
AB summa cum laude, Biochemical Sciences
Radiant Genomics, inc. June 2012 - Present
Slingshot Biosciences April 2012 - Present
Amyris Inc August 2011 - March 2012
Stanford University March 2009 - August 2011
University of California, San Francisco September 2001 - December 2008
Armadasoft 2000 - 2001
Massachusetts General Hospital Cancer Center September 1997 - June 1999
Morgan Stanley 1999 - 1999
Skills
High Throughput..., Characterization, Synthetic Biology, Protein Engineering, Molecular Cloning, Molecular Evolution, Metabolic Engineering, Molecular Genetics, Molecular Microbiology, Mammalian Cell Culture, Protein Purification
Education
University of California, San Francisco 2001 — 2008
Ph.D., Genetics
Harvard University 1995 — 1999
AB summa cum laude, Biochemical Sciences
Midwinter Kevin's Morgan Stanley Experience November 1987 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 1987 - Present
Morgan Stanley 1987 - 2011
Education
Harvard University 1983 — 1987
AB, History
Morgan Stanley November 1987 - Present
Morgan Stanley 1987 - 2011
Education
Harvard University 1983 — 1987
AB, History
Katherine Prescott's Morgan Stanley Experience July 2009 - June 2010
Job Strategy Professional at Highbridge Capital Management
Industry Investment Management
Experience
Highbridge Capital Management July 2010 - Present
Morgan Stanley July 2009 - June 2010
Skills
Alternative Investments, Strategy, Economics, Capital Markets
Education
Harvard College 2005 — 2009
BA, Economics
Highbridge Capital Management July 2010 - Present
Morgan Stanley July 2009 - June 2010
Skills
Alternative Investments, Strategy, Economics, Capital Markets
Education
Harvard College 2005 — 2009
BA, Economics
Jon Hay's Morgan Stanley Experience June 2010 - April 2011
Job Manager of Ticketing Analytics at Boston Red Sox
Industry Sports
Experience
Boston Red Sox January 2015 - Present
Boston Red Sox July 2013 - January 2015
Merrick Ventures February 2013 - June 2013
SpotHero May 2012 - September 2012
Morgan Stanley June 2010 - April 2011
Morgan Stanley June 2007 - June 2010
Morgan Stanley July 2006 - June 2007
WinterGreen Research July 2000 - June 2006
Skills
Macroeconomics, Microeconomics, Data Mining, Statistical Modeling, Direct Sales, Direct Marketing, Entrepreneurship, Market Research, Trading, Bonds, Portfolio Management, Corporate Finance, Data Analysis, Analytics, Management, Valuation
Education
Harvard University 2002 — 2006
A.B., Economics
University of Chicago Booth School of Business 2011 — 2013
M.B.A., Entrepreneurship, Economics, General Management, Econometrics & Statistics
Boston Red Sox January 2015 - Present
Boston Red Sox July 2013 - January 2015
Merrick Ventures February 2013 - June 2013
SpotHero May 2012 - September 2012
Morgan Stanley June 2010 - April 2011
Morgan Stanley June 2007 - June 2010
Morgan Stanley July 2006 - June 2007
WinterGreen Research July 2000 - June 2006
Skills
Macroeconomics, Microeconomics, Data Mining, Statistical Modeling, Direct Sales, Direct Marketing, Entrepreneurship, Market Research, Trading, Bonds, Portfolio Management, Corporate Finance, Data Analysis, Analytics, Management, Valuation
Education
Harvard University 2002 — 2006
A.B., Economics
University of Chicago Booth School of Business 2011 — 2013
M.B.A., Entrepreneurship, Economics, General Management, Econometrics & Statistics
Fabianne Gershon Fabianne Gershon's Morgan Stanley Experience January 1979 - December 1984
Job Leader in Corporate, Non Profit and Public Initiatives
Industry Marketing and Advertising
Experience
Thypin Oltchick Institute for Women's Entrepreneurship May 2006 - Present
Fabianne Gershon Associates Inc. January 1992 - Present
The Bear Stearns Companies Inc. January 1985 - February 1994
Morgan Stanley January 1979 - December 1984
Skills
Entrepreneurship, Strategic Planning, Start-ups, Public Relations, Corporate Communications, Strategy, Marketing, Nonprofits, Management, Advertising, Small Business, Strategic Communications, Mergers & Acquisitions, Strategic Counsel, Brand Management, Fundraising, Event Planning, Non-profits, Investor Relations, small loan business, investment banking, Finance, Small Business Financing, mergers, crisis management
Education
Harvard University
Selected for Advanced Credits, Bernard Malamud's creative writing lecture; Talcott Parson's sociology survey with Margaret Meade
The University of Georgia
A.B.J. Journalism; B. A. English/Teaching, Business, Advertising, English and Literature Education
University of Pennsylvania - The Wharton School
Financial Analysis Program
Thypin Oltchick Institute for Women's Entrepreneurship May 2006 - Present
Fabianne Gershon Associates Inc. January 1992 - Present
The Bear Stearns Companies Inc. January 1985 - February 1994
Morgan Stanley January 1979 - December 1984
Skills
Entrepreneurship, Strategic Planning, Start-ups, Public Relations, Corporate Communications, Strategy, Marketing, Nonprofits, Management, Advertising, Small Business, Strategic Communications, Mergers & Acquisitions, Strategic Counsel, Brand Management, Fundraising, Event Planning, Non-profits, Investor Relations, small loan business, investment banking, Finance, Small Business Financing, mergers, crisis management
Education
Harvard University
Selected for Advanced Credits, Bernard Malamud's creative writing lecture; Talcott Parson's sociology survey with Margaret Meade
The University of Georgia
A.B.J. Journalism; B. A. English/Teaching, Business, Advertising, English and Literature Education
University of Pennsylvania - The Wharton School
Financial Analysis Program
Samantha Whitmore's Morgan Stanley Experience June 2008 - August 2008
Job Software Engineer at Kensho
Industry Computer Software
Experience
Kensho Technologies October 2014 - Present
Recurse Center July 2014 - October 2014
Offers Incorporated July 2014 - July 2014
SunLight General Capital June 2013 - August 2013
Harvard Physics Department, Gabrielse Group December 2012 - May 2013
Harvard University Math Department September 2010 - May 2013
Woods Hole Oceanographic Institution June 2012 - August 2012
KAPOW Research Expedition May 2012 - June 2012
Harvard Physics Department, Samuel Lab June 2010 - December 2010
Morgan Stanley June 2008 - August 2008
Skills
Research, Data Analysis, Teaching, Machine shop certified, Matlab, Microsoft Excel, Analysis, Stata, Financial Modeling, Economics, Statistics, Science, SPSS, R, Econometrics, Python, Mathematica, Public Speaking, Physics, Spanish, Qualitative Research, Policy Analysis, LaTeX, Quantitative Analytics, PowerPoint, Mathematical Modeling, Higher Education
Education
University of Cambridge 2013 — 2014
Master of Advanced Studies (MASt), Experimental and Theoretical Physics, graduated with merit
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Physics and Mathematics, magna cum laude
Stuyvesant High School 2005 — 2009
Kensho Technologies October 2014 - Present
Recurse Center July 2014 - October 2014
Offers Incorporated July 2014 - July 2014
SunLight General Capital June 2013 - August 2013
Harvard Physics Department, Gabrielse Group December 2012 - May 2013
Harvard University Math Department September 2010 - May 2013
Woods Hole Oceanographic Institution June 2012 - August 2012
KAPOW Research Expedition May 2012 - June 2012
Harvard Physics Department, Samuel Lab June 2010 - December 2010
Morgan Stanley June 2008 - August 2008
Skills
Research, Data Analysis, Teaching, Machine shop certified, Matlab, Microsoft Excel, Analysis, Stata, Financial Modeling, Economics, Statistics, Science, SPSS, R, Econometrics, Python, Mathematica, Public Speaking, Physics, Spanish, Qualitative Research, Policy Analysis, LaTeX, Quantitative Analytics, PowerPoint, Mathematical Modeling, Higher Education
Education
University of Cambridge 2013 — 2014
Master of Advanced Studies (MASt), Experimental and Theoretical Physics, graduated with merit
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Physics and Mathematics, magna cum laude
Stuyvesant High School 2005 — 2009
Jamaal McDell Jamaal McDell's Morgan Stanley Experience 2001 - 2002
Job Long/Short Commodities Analyst at Lubben Capital Management
Industry Investment Management
Experience
Lubben Capital Management February 2013 - Present
Suffolk Capital Management April 2008 - January 2013
Murex July 2006 - March 2008
Value Line August 2002 - June 2003
Morgan Stanley 2001 - 2002
Skills
Investments, Equity Research, Hedge Funds, Emerging Markets, Commodity Markets, Equities, Base Metals, Precious Metals, Fixed Income, Macroeconomics, Global Macro, Regression Analysis, Agriculture, Valuation, Futures, Commodity Chemicals, Fertilizers, Iron Ore, Grain
Education
Harvard University 2005 — 2006
Ph.D. Candidate, Social Psychology
Harvard University 2003 — 2005
AM, Social Psychology
Princeton University 1997 — 2001
BSE, Operations Research & Financial Engineering, cum laude, Certificate in Applied & Computational Math
Lubben Capital Management February 2013 - Present
Suffolk Capital Management April 2008 - January 2013
Murex July 2006 - March 2008
Value Line August 2002 - June 2003
Morgan Stanley 2001 - 2002
Skills
Investments, Equity Research, Hedge Funds, Emerging Markets, Commodity Markets, Equities, Base Metals, Precious Metals, Fixed Income, Macroeconomics, Global Macro, Regression Analysis, Agriculture, Valuation, Futures, Commodity Chemicals, Fertilizers, Iron Ore, Grain
Education
Harvard University 2005 — 2006
Ph.D. Candidate, Social Psychology
Harvard University 2003 — 2005
AM, Social Psychology
Princeton University 1997 — 2001
BSE, Operations Research & Financial Engineering, cum laude, Certificate in Applied & Computational Math
Howard Zhang's Morgan Stanley Experience June 2014 - August 2014
Job
Industry
Experience
Cornerstone Research July 2015 - Present
Morgan Stanley June 2014 - August 2014
Harvard Kennedy School of Government June 2013 - May 2014
Jet Li's One Foundation June 2012 - August 2012
Skills
Stata, Data Analysis, Proposal Writing, Microsoft Word, Research
Education
Harvard University 2011 — 2015
Bachelor of Arts (BA), Applied Mathematics and Economics, Secondary in Computer Science, Magna Cum Laude
International School Bangkok 2007 — 2011
High School, International Baccalaureate Diploma, Valedictorian
Cornerstone Research July 2015 - Present
Morgan Stanley June 2014 - August 2014
Harvard Kennedy School of Government June 2013 - May 2014
Jet Li's One Foundation June 2012 - August 2012
Skills
Stata, Data Analysis, Proposal Writing, Microsoft Word, Research
Education
Harvard University 2011 — 2015
Bachelor of Arts (BA), Applied Mathematics and Economics, Secondary in Computer Science, Magna Cum Laude
International School Bangkok 2007 — 2011
High School, International Baccalaureate Diploma, Valedictorian
Janaki Kibe Janaki Kibe's Morgan Stanley Experience June 2007 - August 2007
Job Commercial Real Estate Relationship Manager at Santander Bank, N.A.
Industry Real Estate
Experience
Santander Bank, N.A. August 2014 - Present
Affordable Housing Institute January 2012 - July 2014
IFMR - Centre for Microfinance July 2011 - January 2012
Harvard University Graduate School of Design September 2009 - May 2011
Institute for International Urban Development June 2010 - August 2010
Cambridge Associates September 2008 - July 2009
Morgan Stanley June 2007 - August 2007
Skills
Urban Planning, Urban Design, Economic Development, Affordable Housing, ArcGIS, International..., Economics, Research, Policy Analysis, Stata, Real Estate Economics, Strategy, Program Management, Finance, Project Management, Public Policy, Analysis
Education
University of Pennsylvania - The Wharton School 2014 — 2014
International Housing Finance
Harvard University Graduate School of Design 2009 — 2011
Master's Degree, Urban Planning
Harvard University 2004 — 2008
Bachelor's Degree, Economics
Istanbul International Community School
Santander Bank, N.A. August 2014 - Present
Affordable Housing Institute January 2012 - July 2014
IFMR - Centre for Microfinance July 2011 - January 2012
Harvard University Graduate School of Design September 2009 - May 2011
Institute for International Urban Development June 2010 - August 2010
Cambridge Associates September 2008 - July 2009
Morgan Stanley June 2007 - August 2007
Skills
Urban Planning, Urban Design, Economic Development, Affordable Housing, ArcGIS, International..., Economics, Research, Policy Analysis, Stata, Real Estate Economics, Strategy, Program Management, Finance, Project Management, Public Policy, Analysis
Education
University of Pennsylvania - The Wharton School 2014 — 2014
International Housing Finance
Harvard University Graduate School of Design 2009 — 2011
Master's Degree, Urban Planning
Harvard University 2004 — 2008
Bachelor's Degree, Economics
Istanbul International Community School
Jonathan D. Williams's Morgan Stanley Experience June 2009 - April 2010
Job Global FX COO at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch February 2014 - Present
PineBridge Investments July 2010 - May 2012
Pia Capital Management LP March 2011 - October 2011
Morgan Stanley June 2009 - April 2010
Lehman Brothers Holdings Inc. March 2009 - June 2009
Lehman Brothers January 2007 - November 2008
Lehman Brothers Commercial Corporation January 1998 - November 2008
Lehman Brothers 2002 - 2007
Lehman Brothers 1998 - 2002
Lehman Brothers 1992 - 1998
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Derivatives, Capital Markets, Alternative Investments, Due Diligence, Commodity, Equities, Investments, Options, Trading, Bonds, FX Options, Structured Products, Risk Management, Investment Banking, Financial Structuring, Financial Risk, Private Equity
Education
Harvard University 1974 — 1978
B.A., Psychology & Social Relations
Kent School, Kent, Ct 1970 — 1974
Bank of America Merrill Lynch February 2014 - Present
PineBridge Investments July 2010 - May 2012
Pia Capital Management LP March 2011 - October 2011
Morgan Stanley June 2009 - April 2010
Lehman Brothers Holdings Inc. March 2009 - June 2009
Lehman Brothers January 2007 - November 2008
Lehman Brothers Commercial Corporation January 1998 - November 2008
Lehman Brothers 2002 - 2007
Lehman Brothers 1998 - 2002
Lehman Brothers 1992 - 1998
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Derivatives, Capital Markets, Alternative Investments, Due Diligence, Commodity, Equities, Investments, Options, Trading, Bonds, FX Options, Structured Products, Risk Management, Investment Banking, Financial Structuring, Financial Risk, Private Equity
Education
Harvard University 1974 — 1978
B.A., Psychology & Social Relations
Kent School, Kent, Ct 1970 — 1974
Mike Speidel's Morgan Stanley Experience 1994 - 2006
Job Investment Management Professional
Industry Investment Management
Experience
Brown University Investment Office 2006 - 2014
Morgan Stanley 1994 - 2006
Pension Reserves Investment Management Board 1991 - 1994
Skills
Investment Management, Portfolio Management, Asset Allocaton, Portfolio Strategy, Real Assets, Natural Resources, Commercial Real Estate, Private Equity, Cash Management, Document Negotiation
Education
Harvard University 1978 — 1980
Master in City & Regional Planning
University of Massachusetts, Amherst 1975 — 1978
Bachelor of Arts (BA), Economics, Summa Cum Laude
Brown University Investment Office 2006 - 2014
Morgan Stanley 1994 - 2006
Pension Reserves Investment Management Board 1991 - 1994
Skills
Investment Management, Portfolio Management, Asset Allocaton, Portfolio Strategy, Real Assets, Natural Resources, Commercial Real Estate, Private Equity, Cash Management, Document Negotiation
Education
Harvard University 1978 — 1980
Master in City & Regional Planning
University of Massachusetts, Amherst 1975 — 1978
Bachelor of Arts (BA), Economics, Summa Cum Laude
Scott Farden's Morgan Stanley Experience 1995 - 2000
Job Managing Director at Providence Equity Partners
Industry Investment Management
Experience
Providence Equity Partners March 2012 - Present
Raptor Capital Management January 2009 - 2011
Redbrick Capital 2004 - 2008
State Street Research 2002 - 2004
Morgan Stanley 1995 - 2000
Goldman Sachs 1992 - 1995
Skills
Business Management, Hedge Funds, Asset Management, Business Strategy, Sales Management, Marketing Strategy, Product Development, Institutional, Alternative Investments, Private Equity, Fund Of Funds, Client Service, Investor Relations, Strategic Planning, New Business Development
Education
Harvard University 1984 — 1989
BA, Economics
Providence Equity Partners March 2012 - Present
Raptor Capital Management January 2009 - 2011
Redbrick Capital 2004 - 2008
State Street Research 2002 - 2004
Morgan Stanley 1995 - 2000
Goldman Sachs 1992 - 1995
Skills
Business Management, Hedge Funds, Asset Management, Business Strategy, Sales Management, Marketing Strategy, Product Development, Institutional, Alternative Investments, Private Equity, Fund Of Funds, Client Service, Investor Relations, Strategic Planning, New Business Development
Education
Harvard University 1984 — 1989
BA, Economics
Grace Voorhis Grace Voorhis's Morgan Stanley Experience 1992 - 1994
Job Nonprofit Organization Management Professional
Industry Nonprofit Organization Management
Experience
The Nueva School 2007 - Present
KIPP Bay Area Schools 2006 - Present
Morgan Stanley Venture Partners 1997 - 2003
Morgan Stanley Venture Partners 1994 - 1995
Morgan Stanley 1992 - 1994
Skills
Private Equity, Venture Capital, Corporate Development, Strategic Planning, Fundraising, Financial Modeling, Philanthropy, Non-profits, K-12 Education, Research, Healthcare, Charter Schools, Financial Analysis, Entrepreneurship, Start-ups, Nonprofits, Program Management, Social Entrepreneurship, Grant Writing, Angel Investing, Community Outreach, Program Development, Grants, Strategy, Public Speaking
Education
Stanford Graduate School of Business 1995 — 1997
MBA
Harvard College 1988 — 1992
AB, Social Studies
St. George's School 1984 — 1988
The Nueva School 2007 - Present
KIPP Bay Area Schools 2006 - Present
Morgan Stanley Venture Partners 1997 - 2003
Morgan Stanley Venture Partners 1994 - 1995
Morgan Stanley 1992 - 1994
Skills
Private Equity, Venture Capital, Corporate Development, Strategic Planning, Fundraising, Financial Modeling, Philanthropy, Non-profits, K-12 Education, Research, Healthcare, Charter Schools, Financial Analysis, Entrepreneurship, Start-ups, Nonprofits, Program Management, Social Entrepreneurship, Grant Writing, Angel Investing, Community Outreach, Program Development, Grants, Strategy, Public Speaking
Education
Stanford Graduate School of Business 1995 — 1997
MBA
Harvard College 1988 — 1992
AB, Social Studies
St. George's School 1984 — 1988
Gustavo Alexander Diaz Gustavo Alexander Diaz's Morgan Stanley Experience July 2009 - April 2013
Job Experienced Real Estate Professional
Industry Real Estate
Experience
Diaz Consulting October 2013 - February 2015
Morgan Stanley July 2009 - April 2013
Citi October 2006 - July 2009
ULI - Young Mentor Program 2008 - 2009
Turner Construction October 2005 - October 2006
HOK August 2000 - August 2004
Skills
Real Estate Development, Corporate Real Estate, Disposition, Architecture, Architectural Design, Urban Design, Urban Planning, Team Building, Real Estate, Commercial Real Estate, Real Estate Economics, Urban Redevelopment, Finance, Financial Analysis, Financial Reporting, Contract Management, Contract Negotiation, Team Management, Cross-functional Team..., Real Estate Transactions, Pre-construction, Lease Administration, Lease Negotiations, Aquisition, Facilities Management, Asset Management, Leases, Due Diligence, Acquisitions, Valuation, Architectures, Construction Management
Education
Harvard University Graduate School of Design 2004 — 2005
Master's degree, Real Estate Development and Urban Planning
University of Houston College of Architecture 1995 — 2000
B.Arch, Architecture
Harvard University
Diaz Consulting October 2013 - February 2015
Morgan Stanley July 2009 - April 2013
Citi October 2006 - July 2009
ULI - Young Mentor Program 2008 - 2009
Turner Construction October 2005 - October 2006
HOK August 2000 - August 2004
Skills
Real Estate Development, Corporate Real Estate, Disposition, Architecture, Architectural Design, Urban Design, Urban Planning, Team Building, Real Estate, Commercial Real Estate, Real Estate Economics, Urban Redevelopment, Finance, Financial Analysis, Financial Reporting, Contract Management, Contract Negotiation, Team Management, Cross-functional Team..., Real Estate Transactions, Pre-construction, Lease Administration, Lease Negotiations, Aquisition, Facilities Management, Asset Management, Leases, Due Diligence, Acquisitions, Valuation, Architectures, Construction Management
Education
Harvard University Graduate School of Design 2004 — 2005
Master's degree, Real Estate Development and Urban Planning
University of Houston College of Architecture 1995 — 2000
B.Arch, Architecture
Harvard University
Liz Hanify Liz Hanify's Morgan Stanley Experience 2005 - 2008
Job Vice President, Municipal Finance at Fidelity Capital Markets
Industry Financial Services
Experience
Fidelity Capital Markets August 2014 - Present
Fidelity Capital Markets January 2012 - Present
Citizens Financial Group 2010 - January 2012
Morgan Stanley 2005 - 2008
Rebuilding Together 2003 - 2005
Alliance for Downtown New York 2002 - 2003
Madison Square Garden December 2000 - July 2002
Skills
Program Management, Financial Analysis, Due Diligence, Fixed Income, Capital Markets, Public Speaking, Strategic Planning, Series 7, Business Strategy, Business Development, Project Management, Non-profits
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Strategic Management and Business and Public Policy
Harvard University 1994 — 1998
AB, English and American Literature
milton
Fidelity Capital Markets August 2014 - Present
Fidelity Capital Markets January 2012 - Present
Citizens Financial Group 2010 - January 2012
Morgan Stanley 2005 - 2008
Rebuilding Together 2003 - 2005
Alliance for Downtown New York 2002 - 2003
Madison Square Garden December 2000 - July 2002
Skills
Program Management, Financial Analysis, Due Diligence, Fixed Income, Capital Markets, Public Speaking, Strategic Planning, Series 7, Business Strategy, Business Development, Project Management, Non-profits
Education
University of Pennsylvania - The Wharton School 2003 — 2005
MBA, Strategic Management and Business and Public Policy
Harvard University 1994 — 1998
AB, English and American Literature
milton
Monty Bruell's Morgan Stanley Experience April 2005 - October 2008
Job Chief Marketing Officer at Rapid RMS
Industry Computer Software
Experience
Rapid RMS November 2013 - Present
Bruell+Co (formerly Alpha Vista Capital) October 2008 - November 2013
Morgan Stanley April 2005 - October 2008
Wingspan December 2002 - April 2005
Pegasus Publishing October 1995 - December 2002
Pyramid Construction Company June 1992 - October 1995
Rainmaker International August 1989 - June 1992
Unum (formerly Provident Life & Accident Insurance Company) May 1988 - August 1989
Marriott International March 1987 - May 1988
Coca-Cola Refreshments (formerly JTL Corporation) September 1985 - March 1987
Skills
Hedge Funds, Alternative Investments, Investments, Private Equity, Asset Managment, Equities, Portfolio Management, Valuation, Venture Capital, Investment Management, Fixed Income, Asset Allocation, Marketing, Marketing Strategy, Business Development, Investor Relations, Economic Development, Foundations, Philanthropy, Entrepreneurship, Economics, Innovation, Lobbying, Politics, Magazines, Market Research, Non-profits, Strategic Planning, Urban Planning, Entertainment Management, Asset Management, Management Consulting, Executive Management, Capital Markets, Leadership, Management, Nonprofits, Start-ups, Strategy, Program Management
Education
Harvard University 1979 — 1984
A.B. '83, Economics (Theories of Inter-firm Rivalry)
Rapid RMS November 2013 - Present
Bruell+Co (formerly Alpha Vista Capital) October 2008 - November 2013
Morgan Stanley April 2005 - October 2008
Wingspan December 2002 - April 2005
Pegasus Publishing October 1995 - December 2002
Pyramid Construction Company June 1992 - October 1995
Rainmaker International August 1989 - June 1992
Unum (formerly Provident Life & Accident Insurance Company) May 1988 - August 1989
Marriott International March 1987 - May 1988
Coca-Cola Refreshments (formerly JTL Corporation) September 1985 - March 1987
Skills
Hedge Funds, Alternative Investments, Investments, Private Equity, Asset Managment, Equities, Portfolio Management, Valuation, Venture Capital, Investment Management, Fixed Income, Asset Allocation, Marketing, Marketing Strategy, Business Development, Investor Relations, Economic Development, Foundations, Philanthropy, Entrepreneurship, Economics, Innovation, Lobbying, Politics, Magazines, Market Research, Non-profits, Strategic Planning, Urban Planning, Entertainment Management, Asset Management, Management Consulting, Executive Management, Capital Markets, Leadership, Management, Nonprofits, Start-ups, Strategy, Program Management
Education
Harvard University 1979 — 1984
A.B. '83, Economics (Theories of Inter-firm Rivalry)
Peter Sage's Morgan Stanley Experience January 1985 - March 2015
Job Retired at Retired, As of March 31,2015.
Industry Financial Services
Experience
Retired, As of April 1, 2015. March 2015 - Present
Morgan Stanley January 1985 - March 2015
Jackson County, OR January 1981 - January 1985
Education
Harvard University 1967 — 1971
A.B., American History
Retired, As of April 1, 2015. March 2015 - Present
Morgan Stanley January 1985 - March 2015
Jackson County, OR January 1981 - January 1985
Education
Harvard University 1967 — 1971
A.B., American History
James P. Crimmins James P. Crimmins's Morgan Stanley Experience January 1999 - January 2004
Job General Manager at CFV Solar Test Laboratory
Industry Renewables & Environment
Experience
CFV Solar Test Laboratory June 2014 - Present
Brightleaf Power January 2011 - July 2013
Telluride Investment Strategies June 2008 - December 2010
Brattle Street Commodities, LLC July 2005 - March 2008
Morgan Stanley January 1999 - January 2004
Telluride Investment Strategies January 1995 - January 1999
Goldman Sachs January 1990 - January 1995
MIT Development January 1988 - January 1990
Skills
Renewable Energy, Business Strategy, New Business Development, Product Development, Financial Modeling, Solar PV, Solar Thermal
Education
Harvard University 1985 — 1987
M.A, Physics
Yale University 1979 — 1983
B.A, Economics, Cum Laude
CFV Solar Test Laboratory June 2014 - Present
Brightleaf Power January 2011 - July 2013
Telluride Investment Strategies June 2008 - December 2010
Brattle Street Commodities, LLC July 2005 - March 2008
Morgan Stanley January 1999 - January 2004
Telluride Investment Strategies January 1995 - January 1999
Goldman Sachs January 1990 - January 1995
MIT Development January 1988 - January 1990
Skills
Renewable Energy, Business Strategy, New Business Development, Product Development, Financial Modeling, Solar PV, Solar Thermal
Education
Harvard University 1985 — 1987
M.A, Physics
Yale University 1979 — 1983
B.A, Economics, Cum Laude
Jessica Leonard's Morgan Stanley Experience June 2007 - August 2007
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2013 - Present
JP Morgan Chase May 2011 - January 2013
JP Morgan Chase September 2008 - April 2011
Morgan Stanley June 2007 - August 2007
Grubb & Ellis 2005 - 2007
Education
Harvard University 2004 — 2008
Hunter College High School 1998 — 2004
JPMorgan Chase January 2013 - Present
JP Morgan Chase May 2011 - January 2013
JP Morgan Chase September 2008 - April 2011
Morgan Stanley June 2007 - August 2007
Grubb & Ellis 2005 - 2007
Education
Harvard University 2004 — 2008
Hunter College High School 1998 — 2004
Nick VanMeter's Morgan Stanley Experience June 2013 - August 2013
Job Associate at Harvard Management Company
Industry Financial Services
Experience
Harvard Management Company September 2013 - Present
Morgan Stanley June 2013 - August 2013
Harvard University, Physics June 2010 - May 2013
Harvard University September 2011 - December 2012
LSU, Physics September 2005 - May 2008
National Institute of Standards and Technology June 2007 - August 2007
Education
Harvard University 2010 — 2013
Ph.D. Candidate, Theoretical Physics
Harvard University 2008 — 2010
M.S., Physics
Louisiana State University 2004 — 2008
B.S., Mathematics. B.S., Physics.
Harvard Management Company September 2013 - Present
Morgan Stanley June 2013 - August 2013
Harvard University, Physics June 2010 - May 2013
Harvard University September 2011 - December 2012
LSU, Physics September 2005 - May 2008
National Institute of Standards and Technology June 2007 - August 2007
Education
Harvard University 2010 — 2013
Ph.D. Candidate, Theoretical Physics
Harvard University 2008 — 2010
M.S., Physics
Louisiana State University 2004 — 2008
B.S., Mathematics. B.S., Physics.
Lee Sun Lee Sun's Morgan Stanley Experience December 2012 - February 2013
Job Management Consultant
Industry Financial Services
Experience
The Boston Consulting Group May 2015 - Present
The Boston Consulting Group February 2013 - April 2015
Morgan Stanley December 2012 - February 2013
University of New South Wales February 2009 - December 2012
Challenger Limited February 2012 - November 2012
Evans and Peck November 2011 - May 2012
Goldman Sachs November 2010 - February 2011
Red Lizard Software February 2010 - June 2010
NICTA November 2009 - February 2010
Skills
Investment Banking, Civil Engineering, Financial Modeling, Strategic Consulting, Investments, Capital Markets, Geotechnical Engineering, Credit Derivatives, Investment Strategies, M&A execution, Big Data, Data Visualization, Procurement, Continuous Improvement, Microsoft Excel, Management Consulting, Mergers & Acquisitions
Education
University of New South Wales 2008 — 2013
Bachelor of Civil Engineering (Hon I) / Bachelor of Commerce (Finance and Economics)
Harvard University 2010 — 2010
Economics, International Economics
The Boston Consulting Group May 2015 - Present
The Boston Consulting Group February 2013 - April 2015
Morgan Stanley December 2012 - February 2013
University of New South Wales February 2009 - December 2012
Challenger Limited February 2012 - November 2012
Evans and Peck November 2011 - May 2012
Goldman Sachs November 2010 - February 2011
Red Lizard Software February 2010 - June 2010
NICTA November 2009 - February 2010
Skills
Investment Banking, Civil Engineering, Financial Modeling, Strategic Consulting, Investments, Capital Markets, Geotechnical Engineering, Credit Derivatives, Investment Strategies, M&A execution, Big Data, Data Visualization, Procurement, Continuous Improvement, Microsoft Excel, Management Consulting, Mergers & Acquisitions
Education
University of New South Wales 2008 — 2013
Bachelor of Civil Engineering (Hon I) / Bachelor of Commerce (Finance and Economics)
Harvard University 2010 — 2010
Economics, International Economics
Shira Brettman's Morgan Stanley Experience December 2011 - May 2013
Job Senior Product Manager, PayPal Payouts
Industry Internet
Experience
PayPal February 2015 - Present
Venmo / Braintree (acquired by PayPal) June 2013 - February 2015
Morgan Stanley December 2011 - May 2013
Morgan Stanley January 2011 - December 2011
Replications Inc. October 2009 - October 2010
Teach For America June 2007 - August 2009
Skills
Product Management, Strategy, Software Development, Mobile Payments, Leadership, API Development, Agile Methodologies, Teaching, Strategic Planning, Research, Financial Modeling, Program Management, Financial Analysis, Business Analytics, Financial Reporting, Public Speaking, Enterprise Risk..., Payments, Strategic Communications, Educational Technology, Curriculum Development, Business Development, Scrum, Agile Project Management
Education
Harvard University 2004 — 2007
Bachelor's degree
Teach For America Certification Program (Pace University) 2007 — 2009
MS, Teaching
PayPal February 2015 - Present
Venmo / Braintree (acquired by PayPal) June 2013 - February 2015
Morgan Stanley December 2011 - May 2013
Morgan Stanley January 2011 - December 2011
Replications Inc. October 2009 - October 2010
Teach For America June 2007 - August 2009
Skills
Product Management, Strategy, Software Development, Mobile Payments, Leadership, API Development, Agile Methodologies, Teaching, Strategic Planning, Research, Financial Modeling, Program Management, Financial Analysis, Business Analytics, Financial Reporting, Public Speaking, Enterprise Risk..., Payments, Strategic Communications, Educational Technology, Curriculum Development, Business Development, Scrum, Agile Project Management
Education
Harvard University 2004 — 2007
Bachelor's degree
Teach For America Certification Program (Pace University) 2007 — 2009
MS, Teaching
Linda Lian's Morgan Stanley Experience July 2012 - April 2014
Job Senior Financial Analyst at Lookout
Industry Financial Services
Experience
Lookout April 2014 - Present
Morgan Stanley July 2012 - April 2014
Morgan Stanley June 2011 - August 2011
LIM Advisors July 2010 - August 2010
Income Partners Asset Management June 2010 - July 2010
Education
Harvard University 2008 — 2012
A.B, American History & Literature, Economics (Secondary), Language Citation in Chinese
Harvard Beijing Academy 2009 — 2009
Mandarin Chinese
Newport High School 2004 — 2008
Lookout April 2014 - Present
Morgan Stanley July 2012 - April 2014
Morgan Stanley June 2011 - August 2011
LIM Advisors July 2010 - August 2010
Income Partners Asset Management June 2010 - July 2010
Education
Harvard University 2008 — 2012
A.B, American History & Literature, Economics (Secondary), Language Citation in Chinese
Harvard Beijing Academy 2009 — 2009
Mandarin Chinese
Newport High School 2004 — 2008
Rebecca Gomez Hild Rebecca Gomez Hild's Morgan Stanley Experience 2004 - 2008
Job Brand and Product Management at The Honest Company
Industry Retail
Experience
The Honest Company 2015 - Present
One Kings Lane 2015 - 2015
One Kings Lane 2014 - 2015
One Kings Lane 2013 - 2014
The Boston Consulting Group 2010 - 2013
Pacific Investment Management Company (PIMCO) June 2009 - August 2009
Morgan Stanley 2004 - 2008
Skills
Corporate Development, Private Equity, Valuation, Due Diligence, Emerging Markets, Venture Capital, Growth Strategies, Strategy, Corporate Finance
Education
Stanford University Graduate School of Business 2008 — 2010
Master, Business Administration
Harvard University
A.B., Applied Mathematics
National Cathedral School
The Honest Company 2015 - Present
One Kings Lane 2015 - 2015
One Kings Lane 2014 - 2015
One Kings Lane 2013 - 2014
The Boston Consulting Group 2010 - 2013
Pacific Investment Management Company (PIMCO) June 2009 - August 2009
Morgan Stanley 2004 - 2008
Skills
Corporate Development, Private Equity, Valuation, Due Diligence, Emerging Markets, Venture Capital, Growth Strategies, Strategy, Corporate Finance
Education
Stanford University Graduate School of Business 2008 — 2010
Master, Business Administration
Harvard University
A.B., Applied Mathematics
National Cathedral School
Marie Chandoha's Morgan Stanley Experience 1985 - 1987
Job Investment Management Executive
Industry Financial Services
Experience
Charles Schwab 2010 - Present
BlackRock 2009 - 2010
Barclays Global Investors 2007 - 2009
Wells Capital Management 1999 - 2007
Goldman Sachs 1997 - 1999
Credit Suisse 1987 - 1997
Morgan Stanley 1985 - 1987
Federal Reserve Bank of New York 1983 - 1985
Education
Harvard University 1979 — 1983
BA, Economics
Charles Schwab 2010 - Present
BlackRock 2009 - 2010
Barclays Global Investors 2007 - 2009
Wells Capital Management 1999 - 2007
Goldman Sachs 1997 - 1999
Credit Suisse 1987 - 1997
Morgan Stanley 1985 - 1987
Federal Reserve Bank of New York 1983 - 1985
Education
Harvard University 1979 — 1983
BA, Economics
Jose Nolasco's Morgan Stanley Experience May 2008 - July 2009
Job Marketing and Communications Professional
Industry Marketing and Advertising
Experience
Morgan Stanley May 2008 - July 2009
Citibank 1987 - 2007
Skills
Risk Management, Investments, Mutual Funds, Management, Marketing, Strategic Planning, Program Management, Financial Services, Direct Marketing, Retirement Planning, Leadership, Strategy, Fundraising, Securities, Banking, Portfolio Management, Marketing Strategy
Education
Harvard University 1981 — 1985
Morgan Stanley May 2008 - July 2009
Citibank 1987 - 2007
Skills
Risk Management, Investments, Mutual Funds, Management, Marketing, Strategic Planning, Program Management, Financial Services, Direct Marketing, Retirement Planning, Leadership, Strategy, Fundraising, Securities, Banking, Portfolio Management, Marketing Strategy
Education
Harvard University 1981 — 1985
Liz Ryan's Morgan Stanley Experience 1981 - 1983
Job member at Directors Guild of America
Industry Entertainment
Experience
Directors Guild of America July 2011 - Present
Friends of the Levitt Pavilion MacArthur Park 2009 - Present
Producers Guild of America October 2008 - Present
Premiere Boards and Budgets Inc. 2008 - Present
Directors Guild - Producers Training Plan 2007 - Present
Universal, Fox, Disney, Paramount, Indie January 1992 - Present
Ryanworks Inc. 1986 - Present
Directors Guild of America January 1985 - Present
Harvard Alumni Association 2009 - 2013
Morgan Stanley 1981 - 1983
Skills
Film, Television, Entertainment, Film Production, Producing, Directing, Feature Films, Screenwriting, Independent Film, Video Production, Pre-production, Commercials, New Media, Comedy, Short Films, Post Production, Theatre, Final Draft, Storytelling, Music Videos, Media Production, Production Managment, Digital Media, Movie Magic, Content Strategy, Scripting, Acting, Voice Acting, Visual Effects, Digital Video, Creative Direction, Drama, Creative Writing, Film Editing
Education
Harvard University 1977 — 1981
AB
Directors Guild of America July 2011 - Present
Friends of the Levitt Pavilion MacArthur Park 2009 - Present
Producers Guild of America October 2008 - Present
Premiere Boards and Budgets Inc. 2008 - Present
Directors Guild - Producers Training Plan 2007 - Present
Universal, Fox, Disney, Paramount, Indie January 1992 - Present
Ryanworks Inc. 1986 - Present
Directors Guild of America January 1985 - Present
Harvard Alumni Association 2009 - 2013
Morgan Stanley 1981 - 1983
Skills
Film, Television, Entertainment, Film Production, Producing, Directing, Feature Films, Screenwriting, Independent Film, Video Production, Pre-production, Commercials, New Media, Comedy, Short Films, Post Production, Theatre, Final Draft, Storytelling, Music Videos, Media Production, Production Managment, Digital Media, Movie Magic, Content Strategy, Scripting, Acting, Voice Acting, Visual Effects, Digital Video, Creative Direction, Drama, Creative Writing, Film Editing
Education
Harvard University 1977 — 1981
AB
Kevin Lockhart Kevin Lockhart's Morgan Stanley Experience 2000 - 2006
Job Joint Head Global Leveraged Finance
Industry Investment Banking
Experience
Jefferies and Company May 2009 - Present
Goldman Sachs 2006 - 2009
Morgan Stanley 2000 - 2006
Skills
Corporate Finance, Capital Markets, Fixed Income, Emerging Markets, Series 7, Risk Management, Financial Markets, Leadership Development, Public Speaking, Banking, Valuation, Due Diligence, Mergers, Investment Banking, Management, Private Equity, Financial Modeling
Education
Harvard University 1993 — 1995
Master of Business Administration (MBA), General Management
McMaster University 1982 — 1987
Bachelor of Arts (B.A.), Music Performance, General
Jefferies and Company May 2009 - Present
Goldman Sachs 2006 - 2009
Morgan Stanley 2000 - 2006
Skills
Corporate Finance, Capital Markets, Fixed Income, Emerging Markets, Series 7, Risk Management, Financial Markets, Leadership Development, Public Speaking, Banking, Valuation, Due Diligence, Mergers, Investment Banking, Management, Private Equity, Financial Modeling
Education
Harvard University 1993 — 1995
Master of Business Administration (MBA), General Management
McMaster University 1982 — 1987
Bachelor of Arts (B.A.), Music Performance, General
Jeffrey P. Tessitore's Morgan Stanley Experience May 2007 - December 2007
Job Senior Associate, Mergers and Acquistions
Industry Investment Banking
Experience
Morgen Evan Advisory Services, Ltd. January 2011 - Present
CNBC Europe January 2008 - January 2010
Morgan Stanley May 2007 - December 2007
Bridgewater Associates January 2006 - May 2006
Morgan Stanley September 2005 - December 2005
Skills
Portfolio Management, Investments, Valuation, Financial Analysis, Finance, Emerging Markets, M&A experience, Financial Modeling, Mergers & Acquisitions, Private Equity, Investment Banking, Corporate Finance, Hedge Funds, LBO, Corporate Development, Leveraged Finance, Capital Markets, Microsoft SQL Server, MENA, Banking, Microsoft Excel, Risk Management, Trading, Accounting, Auditing, DCF Valuation, Due Diligence, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis
Education
Harvard University
Master of Liberal Arts, Finance
New York University
Bachelor of Arts, Economics (summa cum laude)
Morgen Evan Advisory Services, Ltd. January 2011 - Present
CNBC Europe January 2008 - January 2010
Morgan Stanley May 2007 - December 2007
Bridgewater Associates January 2006 - May 2006
Morgan Stanley September 2005 - December 2005
Skills
Portfolio Management, Investments, Valuation, Financial Analysis, Finance, Emerging Markets, M&A experience, Financial Modeling, Mergers & Acquisitions, Private Equity, Investment Banking, Corporate Finance, Hedge Funds, LBO, Corporate Development, Leveraged Finance, Capital Markets, Microsoft SQL Server, MENA, Banking, Microsoft Excel, Risk Management, Trading, Accounting, Auditing, DCF Valuation, Due Diligence, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis
Education
Harvard University
Master of Liberal Arts, Finance
New York University
Bachelor of Arts, Economics (summa cum laude)
Mariel Jenkins's Morgan Stanley Experience August 2015 - Present
Job Fixed Income Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley September 2013 - Present
Morgan Stanley June 2012 - August 2012
UBS Investment Bank June 2011 - August 2011
Council of Ivy League Group Presidents May 2010 - August 2010
Skills
Investment Banking, Trading, Investments, Wealth Management, Equities, Securities, Fixed Income
Education
Harvard College 2009 — 2013
B.A.
Princeton Day School 2006 — 2009
High School
Morgan Stanley August 2015 - Present
Morgan Stanley September 2013 - Present
Morgan Stanley June 2012 - August 2012
UBS Investment Bank June 2011 - August 2011
Council of Ivy League Group Presidents May 2010 - August 2010
Skills
Investment Banking, Trading, Investments, Wealth Management, Equities, Securities, Fixed Income
Education
Harvard College 2009 — 2013
B.A.
Princeton Day School 2006 — 2009
High School
Katherine Martino Katherine Martino's Morgan Stanley Experience June 2009 - August 2009
Job Founder & CEO at Entirely Me
Industry Apparel & Fashion
Experience
Entirely Me June 2015 - Present
XSeed Capital April 2015 - Present
Janji July 2014 - August 2014
Yellow Wood Partners, LLC February 2012 - June 2014
Cambridge Associates July 2010 - February 2012
Morgan Stanley June 2009 - August 2009
Morgan Stanley June 2008 - August 2008
LarrainVial June 2007 - August 2007
Skills
Investment Banking, Portfolio Management, Financial Modeling
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Harvard College 2006 — 2010
AB, Government
The Loomis Chaffee School 2002 — 2006
Entirely Me June 2015 - Present
XSeed Capital April 2015 - Present
Janji July 2014 - August 2014
Yellow Wood Partners, LLC February 2012 - June 2014
Cambridge Associates July 2010 - February 2012
Morgan Stanley June 2009 - August 2009
Morgan Stanley June 2008 - August 2008
LarrainVial June 2007 - August 2007
Skills
Investment Banking, Portfolio Management, Financial Modeling
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Harvard College 2006 — 2010
AB, Government
The Loomis Chaffee School 2002 — 2006
Ryan Neff's Morgan Stanley Experience July 2004 - June 2011
Job FX Trader
Industry Investment Management
Experience
Gelber Group LLC December 2011 - March 2015
Morgan Stanley July 2004 - June 2011
Skills
Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equities, FX Options, Financial Modeling, Fixed Income, Options, Hedge Funds, Proprietary Trading
Education
Harvard University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Gelber Group LLC December 2011 - March 2015
Morgan Stanley July 2004 - June 2011
Skills
Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equities, FX Options, Financial Modeling, Fixed Income, Options, Hedge Funds, Proprietary Trading
Education
Harvard University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Noah Kaufman Noah Kaufman's Morgan Stanley Experience 2011 - 2011
Job Commercial Real Estate Management and Acquisitions at DNA Partners
Industry Commercial Real Estate
Experience
DNA Partners 2013 - Present
Morgan Stanley 2011 - 2011
Skills
Real Estate Development, Real Estate Transactions, Acquisitions, Financial Modeling, Valuation, Argus DCF, NPV, IRR, Asset Management, Property Management, Project Management, Real Estate Economics, Retail, Due Diligence, Mergers & Acquisitions, Private Equity
Education
New York University 2013 — 2015
Master of Science (M.S.), Real Estate Development
Harvard University
Graduate Study
The George Washington University
Bachelor of Arts (B.A.), Economics
The Putney School
High School Diploma
DNA Partners 2013 - Present
Morgan Stanley 2011 - 2011
Skills
Real Estate Development, Real Estate Transactions, Acquisitions, Financial Modeling, Valuation, Argus DCF, NPV, IRR, Asset Management, Property Management, Project Management, Real Estate Economics, Retail, Due Diligence, Mergers & Acquisitions, Private Equity
Education
New York University 2013 — 2015
Master of Science (M.S.), Real Estate Development
Harvard University
Graduate Study
The George Washington University
Bachelor of Arts (B.A.), Economics
The Putney School
High School Diploma
Sagar Gadkar's Morgan Stanley Experience August 2005 - Present
Job Executive Director Credit Trading Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2005 - Present
Skills
Management, Leadership, Microsoft Office, Microsoft Excel, Investments, Financial Analysis, Equities, Risk Management, Portfolio Management, Finance
Education
Harvard University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Morgan Stanley August 2005 - Present
Skills
Management, Leadership, Microsoft Office, Microsoft Excel, Investments, Financial Analysis, Equities, Risk Management, Portfolio Management, Finance
Education
Harvard University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Shayne OBrien Shayne OBrien's Morgan Stanley Experience January 1996 - October 1998
Job New Home Sales Consultant at David Weekley Homes/Student at Harvard University
Industry Real Estate
Experience
David Weekley Homes May 2015 - Present
Harvard University August 2013 - Present
Professional Adjusters Group, Inc August 2003 - February 2012
Steamboat Playhouse, LLC December 2007 - February 2011
OMG September 1990 - February 2011
Blue Tarp Professionals November 2005 - December 2009
Shayne O'Brien, Consultant July 1995 - August 2005
ORG February 1994 - June 2005
Reata Properties October 1998 - February 2002
Morgan Stanley January 1996 - October 1998
Skills
Sales, Sales Management, Sales Trainings, Sales Operations, Executive Management, Strategic Consulting, Strategic Vision, Vision Development, Networking, Customer Service, Consulting, Management Consulting, Teamwork, Marketing, Marketing Strategy, Microsoft Office, Direct Sales, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Public Speaking, English, Real Estate, Real Estate Development, Restaurants, Restaurant Management, New Restaurant Openings, Insurance Adjusting, Public Insurance..., Network Marketing, Network Marketing...
Education
Harvard University 2014 — 2017
Bachelor of Liberal Arts, Business Administration and Management, General, 4.0
Tarrant County College 2013 — 2015
Associate of Arts (A.A.), 4.0
Le Cordon Bleu Paris 2013 — 2013
Certificate of Participation, Gastronomy, 4.0
Université de Reims Champagne-Ardenne 2013 — 2013
The Diplôme Universitaire du Goût, de la Gastronomie et des Arts de la Table (DUGGAT), Gastronomic Science, 4.0
David Weekley Homes May 2015 - Present
Harvard University August 2013 - Present
Professional Adjusters Group, Inc August 2003 - February 2012
Steamboat Playhouse, LLC December 2007 - February 2011
OMG September 1990 - February 2011
Blue Tarp Professionals November 2005 - December 2009
Shayne O'Brien, Consultant July 1995 - August 2005
ORG February 1994 - June 2005
Reata Properties October 1998 - February 2002
Morgan Stanley January 1996 - October 1998
Skills
Sales, Sales Management, Sales Trainings, Sales Operations, Executive Management, Strategic Consulting, Strategic Vision, Vision Development, Networking, Customer Service, Consulting, Management Consulting, Teamwork, Marketing, Marketing Strategy, Microsoft Office, Direct Sales, Microsoft Excel, Microsoft Word, PowerPoint, Research, Social Media, Public Speaking, English, Real Estate, Real Estate Development, Restaurants, Restaurant Management, New Restaurant Openings, Insurance Adjusting, Public Insurance..., Network Marketing, Network Marketing...
Education
Harvard University 2014 — 2017
Bachelor of Liberal Arts, Business Administration and Management, General, 4.0
Tarrant County College 2013 — 2015
Associate of Arts (A.A.), 4.0
Le Cordon Bleu Paris 2013 — 2013
Certificate of Participation, Gastronomy, 4.0
Université de Reims Champagne-Ardenne 2013 — 2013
The Diplôme Universitaire du Goût, de la Gastronomie et des Arts de la Table (DUGGAT), Gastronomic Science, 4.0
Nina Buchmann Nina Buchmann's Morgan Stanley Experience June 2012 - August 2012
Job Survey Data Analyst at UNCTAD
Industry Research
Experience
UNCTAD May 2015 - Present
UNCTAD May 2014 - August 2014
European Central Bank August 2013 - February 2014
Morgan Stanley June 2012 - August 2012
Kienbaum Executive Consultants June 2011 - July 2011
Investours January 2011 - February 2011
Extentia Information Technology August 2008 - December 2008
Skills
Economics, Spanish, Econometrics, PowerPoint, French, Stata, Public Speaking, R, Microsoft Office, Economic Research, Microsoft Excel, Data Analysis, Research, Policy Analysis, Social Media, Matlab, Public Policy, Statistics, Macroeconomics, Quantitative Analytics, Qualitative Research
Education
Yale University 2014 — 2015
Master of Arts (M.A.), International and Development Economics
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Economics
UNCTAD May 2015 - Present
UNCTAD May 2014 - August 2014
European Central Bank August 2013 - February 2014
Morgan Stanley June 2012 - August 2012
Kienbaum Executive Consultants June 2011 - July 2011
Investours January 2011 - February 2011
Extentia Information Technology August 2008 - December 2008
Skills
Economics, Spanish, Econometrics, PowerPoint, French, Stata, Public Speaking, R, Microsoft Office, Economic Research, Microsoft Excel, Data Analysis, Research, Policy Analysis, Social Media, Matlab, Public Policy, Statistics, Macroeconomics, Quantitative Analytics, Qualitative Research
Education
Yale University 2014 — 2015
Master of Arts (M.A.), International and Development Economics
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Grant Felteau's Morgan Stanley Experience 2011 - 2012
Job Guidespark
Industry Research
Experience
GuideSpark March 2015 - Present
Lux Research Inc. February 2014 - March 2015
Experian QAS August 2012 - September 2013
Morgan Stanley 2011 - 2012
TD Financial 2010 - 2011
Bond Properties 2008 - 2010
Education
Harvard University
Economics
Merrimack College
Finance
St. Johns Prep
GuideSpark March 2015 - Present
Lux Research Inc. February 2014 - March 2015
Experian QAS August 2012 - September 2013
Morgan Stanley 2011 - 2012
TD Financial 2010 - 2011
Bond Properties 2008 - 2010
Education
Harvard University
Economics
Merrimack College
Finance
St. Johns Prep
Peter Meyerdirk's Morgan Stanley Experience June 2011 - March 2014
Job Principal at Altamont Capital Partners
Industry Venture Capital & Private Equity
Experience
Altamont Capital Partners April 2014 - Present
Morgan Stanley June 2011 - March 2014
Duckhorn Wine Company January 2009 - September 2009
GI Partners July 2006 - December 2008
Morgan Stanley 2006 - 2007
Thomas Weisel Partners 2004 - 2005
Dreyer's Grand Ice Cream 2001 - 2004
Education
Harvard University
Altamont Capital Partners April 2014 - Present
Morgan Stanley June 2011 - March 2014
Duckhorn Wine Company January 2009 - September 2009
GI Partners July 2006 - December 2008
Morgan Stanley 2006 - 2007
Thomas Weisel Partners 2004 - 2005
Dreyer's Grand Ice Cream 2001 - 2004
Education
Harvard University
Sara Johnstone Sara Johnstone's Morgan Stanley Experience July 1992 - January 1997
Job Vice President, Investment Banking at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2005 - Present
Bank of America July 2001 - April 2005
Merrill Lynch July 2001 - April 2005
J.P. Morgan February 1997 - June 2000
Morgan Stanley July 1992 - January 1997
Skills
Investment Banking, Investments, Portfolio Management, Asset Management, Financial Management
Education
Northwestern University - Kellogg School of Management 1991 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
Harvard University 1985 — 1989
Bachelor of Business Administration (BBA), International Finance
Merrill Lynch May 2005 - Present
Bank of America July 2001 - April 2005
Merrill Lynch July 2001 - April 2005
J.P. Morgan February 1997 - June 2000
Morgan Stanley July 1992 - January 1997
Skills
Investment Banking, Investments, Portfolio Management, Asset Management, Financial Management
Education
Northwestern University - Kellogg School of Management 1991 — 1992
Master of Business Administration (MBA), Finance and Financial Management Services
Harvard University 1985 — 1989
Bachelor of Business Administration (BBA), International Finance
Jennifer Zhu's Morgan Stanley Experience June 2013 - July 2015
Job Associate at Pine Brook
Industry Financial Services
Experience
Pine Brook Road Partners September 2015 - Present
Morgan Stanley June 2013 - July 2015
Jefferies & Company May 2012 - August 2012
Bipartisan Policy Center June 2011 - August 2011
U.S. Commercial Service December 2010 - January 2011
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Leland High School 2005 — 2009
Pine Brook Road Partners September 2015 - Present
Morgan Stanley June 2013 - July 2015
Jefferies & Company May 2012 - August 2012
Bipartisan Policy Center June 2011 - August 2011
U.S. Commercial Service December 2010 - January 2011
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Leland High School 2005 — 2009
Justin Roth's Morgan Stanley Experience July 2007 - Present
Job Interest Rates Trader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2007 - Present
Skills
Fixed Income, Bloomberg, Swaps, Capital Markets, Equities, Financial Modeling, Hedge Funds, Rates, Structured Products, Bonds, Alternative Investments, Series 7, Investment Banking, Securities, Derivatives, Interest Rates
Education
Harvard University 2004 — 2007
AB, Applied Mathematics, Cum Laude
Pittsford Sutherland High School 1999 — 2003
Morgan Stanley July 2007 - Present
Skills
Fixed Income, Bloomberg, Swaps, Capital Markets, Equities, Financial Modeling, Hedge Funds, Rates, Structured Products, Bonds, Alternative Investments, Series 7, Investment Banking, Securities, Derivatives, Interest Rates
Education
Harvard University 2004 — 2007
AB, Applied Mathematics, Cum Laude
Pittsford Sutherland High School 1999 — 2003
Rob Broggi's Morgan Stanley Experience March 1999 - December 2001
Job Partner at Nautilus Capital LLC
Industry Investment Management
Experience
Nautilus Capital LLC February 2015 - Present
Industrial Revolution II June 2012 - January 2015
Raptor Capital Management June 2011 - June 2012
Theory Capital Group June 2009 - June 2011
TUDOR INVESTMENT CORPORATION January 2002 - December 2008
Morgan Stanley March 1999 - December 2001
Cowen and Company October 1995 - March 1999
Skills
Private Equity, Venture Capital, Financial Modeling, Hedge Funds, Investment Banking, Valuation, Alternative Investments, Bloomberg, Start-ups, Equities, Fixed Income, Equity Research, Strategy, Capital Markets, Asset Management, Mergers & Acquisitions, Investments
Education
Harvard University 1990 — 1994
Bachelor of Arts (BA)
The Roxbury Latin School 1984 — 1990
Nautilus Capital LLC February 2015 - Present
Industrial Revolution II June 2012 - January 2015
Raptor Capital Management June 2011 - June 2012
Theory Capital Group June 2009 - June 2011
TUDOR INVESTMENT CORPORATION January 2002 - December 2008
Morgan Stanley March 1999 - December 2001
Cowen and Company October 1995 - March 1999
Skills
Private Equity, Venture Capital, Financial Modeling, Hedge Funds, Investment Banking, Valuation, Alternative Investments, Bloomberg, Start-ups, Equities, Fixed Income, Equity Research, Strategy, Capital Markets, Asset Management, Mergers & Acquisitions, Investments
Education
Harvard University 1990 — 1994
Bachelor of Arts (BA)
The Roxbury Latin School 1984 — 1990
Paul Chiampa's Morgan Stanley Experience January 2006 - October 2012
Job
Industry Financial Services
Experience
Raymond James Financial Inc. November 2012 - September 2014
Morgan Stanley January 2006 - October 2012
Morgan Stanley 2004 - 2006
Smith Barney 1995 - 2004
Shearson Lehman Brothers 1989 - 1995
Shearson Lehman Brothers 1988 - 1989
Shearson Lehman Brothers 1986 - 1988
Shearson American Express 1982 - 1986
Skills
Portfolio Management, Financial Planning, Branch Management
Education
University of Virginia Darden School of Business 1974 — 1976
Master of Business Administration (MBA), Finance
Harvard University 1967 — 1971
AB, Social Relations
Melrose High School 1963 — 1967
Diploma, College Prep
Raymond James Financial Inc. November 2012 - September 2014
Morgan Stanley January 2006 - October 2012
Morgan Stanley 2004 - 2006
Smith Barney 1995 - 2004
Shearson Lehman Brothers 1989 - 1995
Shearson Lehman Brothers 1988 - 1989
Shearson Lehman Brothers 1986 - 1988
Shearson American Express 1982 - 1986
Skills
Portfolio Management, Financial Planning, Branch Management
Education
University of Virginia Darden School of Business 1974 — 1976
Master of Business Administration (MBA), Finance
Harvard University 1967 — 1971
AB, Social Relations
Melrose High School 1963 — 1967
Diploma, College Prep
Kyle Fitzgerald's Morgan Stanley Experience June 2014 - Present
Job Equity Research Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
PepsiCo April 2013 - May 2014
Johnson & Johnson June 2011 - March 2013
Johnson & Johnson Worldwide Headquarters June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Product Development, Microsoft Excel, Analysis, Equities, Strategy, Valuation, Financial Accounting, Regression Analysis
Education
Harvard University 2007 — 2011
Bachelor's degree, Economics, Music
Morgan Stanley June 2014 - Present
PepsiCo April 2013 - May 2014
Johnson & Johnson June 2011 - March 2013
Johnson & Johnson Worldwide Headquarters June 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Product Development, Microsoft Excel, Analysis, Equities, Strategy, Valuation, Financial Accounting, Regression Analysis
Education
Harvard University 2007 — 2011
Bachelor's degree, Economics, Music
Samantha Papadakis's Morgan Stanley Experience July 2008 - 2010
Job Senior Associate at Prophet
Industry Marketing and Advertising
Experience
Prophet April 2015 - Present
Populist April 2013 - Present
The Engine Group December 2014 - March 2015
Noise May 2014 - December 2014
Noise May 2013 - May 2014
Blue State Digital April 2013 - May 2013
Blue State Digital, WPP September 2011 - April 2013
Blue State Digital 2010 - 2011
Morgan Stanley July 2008 - 2010
Russell Investments June 2007 - August 2007
Skills
Digital Strategy, Strategy, Social Media, Digital Marketing, Digital Media, Analytics, Social Media Marketing, Marketing Strategy, Strategic Partnerships, Business Development, Online Advertising, Strategic Planning, Strategic Communications, Email Marketing, New Business Development, SEO, Fundraising, Marketing, Business Strategy
Education
Harvard University 2004 — 2008
BA, Government, French
Deerfield High School 2000 — 2004
Prophet April 2015 - Present
Populist April 2013 - Present
The Engine Group December 2014 - March 2015
Noise May 2014 - December 2014
Noise May 2013 - May 2014
Blue State Digital April 2013 - May 2013
Blue State Digital, WPP September 2011 - April 2013
Blue State Digital 2010 - 2011
Morgan Stanley July 2008 - 2010
Russell Investments June 2007 - August 2007
Skills
Digital Strategy, Strategy, Social Media, Digital Marketing, Digital Media, Analytics, Social Media Marketing, Marketing Strategy, Strategic Partnerships, Business Development, Online Advertising, Strategic Planning, Strategic Communications, Email Marketing, New Business Development, SEO, Fundraising, Marketing, Business Strategy
Education
Harvard University 2004 — 2008
BA, Government, French
Deerfield High School 2000 — 2004
Matthew Maxwell's Morgan Stanley Experience April 2013 - April 2013
Job Summer Analyst at BlackRock
Industry Investment Management
Experience
BlackRock May 2014 - Present
Crimson Callers May 2014 - Present
Crimson Callers March 2012 - May 2014
Travelers June 2013 - August 2013
Morgan Stanley April 2013 - April 2013
Prince George's County Circuit Court June 2012 - August 2012
Macy's June 2012 - August 2012
Nicole Cole Financial Services Group July 2011 - August 2011
Education
Harvard University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Junior
DeMatha Catholic High School 2007 — 2011
BlackRock May 2014 - Present
Crimson Callers May 2014 - Present
Crimson Callers March 2012 - May 2014
Travelers June 2013 - August 2013
Morgan Stanley April 2013 - April 2013
Prince George's County Circuit Court June 2012 - August 2012
Macy's June 2012 - August 2012
Nicole Cole Financial Services Group July 2011 - August 2011
Education
Harvard University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Junior
DeMatha Catholic High School 2007 — 2011
Romeo Alexander's Morgan Stanley Experience June 2011 - July 2012
Job Graduate Student, NYU Courant
Industry Research
Experience
New York University April 2013 - Present
Varsity Tutors January 2013 - Present
Partners With Parents January 2012 - Present
Morgan Stanley June 2011 - July 2012
Skills
French, Intermediate Japanese, Economics, English, Teaching
Education
Harvard University 2007 — 2011
Bachelor of Arts, Mathematics
Stuyvesant High School 2003 — 2007
New York University April 2013 - Present
Varsity Tutors January 2013 - Present
Partners With Parents January 2012 - Present
Morgan Stanley June 2011 - July 2012
Skills
French, Intermediate Japanese, Economics, English, Teaching
Education
Harvard University 2007 — 2011
Bachelor of Arts, Mathematics
Stuyvesant High School 2003 — 2007
Rayhan Arif's Morgan Stanley Experience May 2008 - July 2008
Job Private Equity Associate at AEA Investors LP
Industry Venture Capital & Private Equity
Experience
AEA Investors LP 2013 - Present
Zipcar September 2012 - 2013
Bain & Company September 2011 - August 2012
Bain & Company January 2010 - August 2011
Asian African Legal Consultative Organization (AALCO) September 2009 - December 2009
Morgan Stanley May 2008 - July 2008
UNICEF May 2006 - August 2006
Skills
Strategy, Financial Modeling, Private Equity, Valuation, Due Diligence, Management Consulting, Business Strategy, Mergers & Acquisitions, Consulting, Economics, Financial Analysis, Competitive Analysis, Corporate Development
Education
Harvard University 2005 — 2009
A.B., Economics; Government, Cum Laude
Garden International School 1992 — 2005
A-Levels; IGCSE
AEA Investors LP 2013 - Present
Zipcar September 2012 - 2013
Bain & Company September 2011 - August 2012
Bain & Company January 2010 - August 2011
Asian African Legal Consultative Organization (AALCO) September 2009 - December 2009
Morgan Stanley May 2008 - July 2008
UNICEF May 2006 - August 2006
Skills
Strategy, Financial Modeling, Private Equity, Valuation, Due Diligence, Management Consulting, Business Strategy, Mergers & Acquisitions, Consulting, Economics, Financial Analysis, Competitive Analysis, Corporate Development
Education
Harvard University 2005 — 2009
A.B., Economics; Government, Cum Laude
Garden International School 1992 — 2005
A-Levels; IGCSE
Marie Margolius's Morgan Stanley Experience June 2014 - Present
Job Student at Harvard University
Industry
Experience
Morgan Stanley June 2014 - Present
Rent The Runway January 2013 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Social Media, Research, Data Analysis, Event Planning, Customer Service, Leadership
Education
Harvard University 2011 — 2015
Bachelor of Arts (B.A.), History of Science and Economics
Acton-Boxborough Regional High School 2007 — 2011
High School Diploma
Morgan Stanley June 2014 - Present
Rent The Runway January 2013 - June 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Public Speaking, Microsoft Word, Social Media, Research, Data Analysis, Event Planning, Customer Service, Leadership
Education
Harvard University 2011 — 2015
Bachelor of Arts (B.A.), History of Science and Economics
Acton-Boxborough Regional High School 2007 — 2011
High School Diploma
Jazmyne Reid's Morgan Stanley Experience April 2013 - April 2013
Job Consultant at Booz Allen Hamilton
Industry Government Relations
Experience
Booz Allen Hamilton August 2015 - Present
Target June 2014 - August 2014
The Hartford May 2013 - August 2013
Rent The Runway August 2012 - June 2013
Credit Suisse May 2013 - May 2013
The Harvard Shop September 2012 - May 2013
Morgan Stanley April 2013 - April 2013
Morgan Stanley April 2013 - April 2013
McMullen August 2010 - January 2013
Nordstrom June 2012 - August 2012
Skills
Microsoft Office, Excel, Word, PowerPoint, Microsoft Excel, Marketing Strategy, Sales, Team Leadership, Microsoft Word, Social Media Marketing, Marketing, Marketing Communications, Leadership, Data Analysis, Community Outreach, Public Relations, Spanish, Public Speaking
Education
Harvard University 2011 — 2015
Bachelor of Arts (B.A.), Government, Sociology
The College Preparatory School 2007 — 2011
High School Diploma
Booz Allen Hamilton August 2015 - Present
Target June 2014 - August 2014
The Hartford May 2013 - August 2013
Rent The Runway August 2012 - June 2013
Credit Suisse May 2013 - May 2013
The Harvard Shop September 2012 - May 2013
Morgan Stanley April 2013 - April 2013
Morgan Stanley April 2013 - April 2013
McMullen August 2010 - January 2013
Nordstrom June 2012 - August 2012
Skills
Microsoft Office, Excel, Word, PowerPoint, Microsoft Excel, Marketing Strategy, Sales, Team Leadership, Microsoft Word, Social Media Marketing, Marketing, Marketing Communications, Leadership, Data Analysis, Community Outreach, Public Relations, Spanish, Public Speaking
Education
Harvard University 2011 — 2015
Bachelor of Arts (B.A.), Government, Sociology
The College Preparatory School 2007 — 2011
High School Diploma
Oliver Haugen's Morgan Stanley Experience 1999 - 2001
Job Senior Project Leader at swissnex Boston's New York City Outpost
Industry Government Relations
Experience
swissnex Boston 2014 - Present
Independent Consultancy 2006 - 2014
World Economic Forum 2002 - 2006
Morgan Stanley 1999 - 2001
Skills
Public Policy, Policy Analysis, Strategy, Government, International..., Politics, Non-profits, Corporate Social..., NGOs, Climate Change, International Relations, Nonprofits, Strategic Communications, Sustainability, Strategic Planning, Economics, Project Management, Public/private..., Social Entrepreneurship, Program Management, Sustainable Development, Management Consulting, Human Rights, Microsoft Excel, Writing, Content Management, Market Research, Fundraising, Entrepreneurship, PowerPoint, Financial Analysis, Financial Modeling, Editing, Proofreading, Content Strategy, Data Analysis, Policy, Public Speaking, Program Development, Humor
Education
Harvard University 1994 — 1999
A.B., Social Studies, International Relations, magna cum laude
The London School of Economics and Political Science (LSE) 2005 — 2006
MSc, Comparative Politics
swissnex Boston 2014 - Present
Independent Consultancy 2006 - 2014
World Economic Forum 2002 - 2006
Morgan Stanley 1999 - 2001
Skills
Public Policy, Policy Analysis, Strategy, Government, International..., Politics, Non-profits, Corporate Social..., NGOs, Climate Change, International Relations, Nonprofits, Strategic Communications, Sustainability, Strategic Planning, Economics, Project Management, Public/private..., Social Entrepreneurship, Program Management, Sustainable Development, Management Consulting, Human Rights, Microsoft Excel, Writing, Content Management, Market Research, Fundraising, Entrepreneurship, PowerPoint, Financial Analysis, Financial Modeling, Editing, Proofreading, Content Strategy, Data Analysis, Policy, Public Speaking, Program Development, Humor
Education
Harvard University 1994 — 1999
A.B., Social Studies, International Relations, magna cum laude
The London School of Economics and Political Science (LSE) 2005 — 2006
MSc, Comparative Politics
Kristen Chen Li's Morgan Stanley Experience June 2008 - August 2008
Job
Industry Venture Capital & Private Equity
Experience
Warburg Pincus August 2011 - July 2013
Berkshire Partners August 2009 - July 2011
Morgan Stanley June 2008 - August 2008
Citigroup June 2007 - August 2007
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2005 — 2009
A.B.
Fredericton High School 2001 — 2005
Warburg Pincus August 2011 - July 2013
Berkshire Partners August 2009 - July 2011
Morgan Stanley June 2008 - August 2008
Citigroup June 2007 - August 2007
Education
Stanford University Graduate School of Business 2013 — 2015
Master of Business Administration (MBA)
Harvard University 2005 — 2009
A.B.
Fredericton High School 2001 — 2005
Lawrence Steyn's Morgan Stanley Experience April 2007 - Present
Job
Industry Financial Services
Experience
Morgan Stanley April 2007 - Present
Goldman Sachs August 1998 - February 2006
McKinsey & Company June 1997 - August 1997
The Walt Disney Company 1992 - 1994
Education
University of Pennsylvania - The Wharton School 1996 — 1998
mba
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
Harvard University 1988 — 1992
ba, social studies
Morgan Stanley April 2007 - Present
Goldman Sachs August 1998 - February 2006
McKinsey & Company June 1997 - August 1997
The Walt Disney Company 1992 - 1994
Education
University of Pennsylvania - The Wharton School 1996 — 1998
mba
University of Pennsylvania - The Wharton School 1996 — 1998
MBA
Harvard University 1988 — 1992
ba, social studies
Nikki Bethel's Morgan Stanley Experience April 2000 - April 2001
Job SVP at HBO
Industry Entertainment
Experience
HBO October 2013 - Present
HBO 2006 - 2014
HBO 2006 - 2014
HBO 2006 - 2014
HBO 2006 - 2014
HBO 2006 - 2014
HBO July 2008 - October 2013
Home Box Office February 2007 - July 2008
Morgan Stanley April 2000 - April 2001
Skills
Strategic Partnerships, Talent Management, Strategy, Leadership Development, Strategic Planning, Executive Coaching, Leadership, Public Speaking, Organizational...
Education
Harvard University 1998 — 1998
Master's degree, Education
University of Maryland College Park 1993 — 1997
BA, Government & Politics
HBO October 2013 - Present
HBO 2006 - 2014
HBO 2006 - 2014
HBO 2006 - 2014
HBO 2006 - 2014
HBO 2006 - 2014
HBO July 2008 - October 2013
Home Box Office February 2007 - July 2008
Morgan Stanley April 2000 - April 2001
Skills
Strategic Partnerships, Talent Management, Strategy, Leadership Development, Strategic Planning, Executive Coaching, Leadership, Public Speaking, Organizational...
Education
Harvard University 1998 — 1998
Master's degree, Education
University of Maryland College Park 1993 — 1997
BA, Government & Politics
Michelle Capasso's Morgan Stanley Experience 2002 - 2004
Job NYC Teaching Fellow, Chemistry Grades 612 at NYC Board of Education
Industry Financial Services
Experience
NYC Board of Education May 2012 - Present
WorldOne July 2011 - May 2012
Guidepoint Global April 2010 - June 2010
Weill Cornell Medical College June 2009 - April 2010
Clearlake Capital Group February 2007 - June 2009
Gerson Lehrman Group 2005 - 2007
Morgan Stanley 2002 - 2004
Skills
Market Research, Qualitative Research, Report Writing, Online Research, Focus Groups
Education
Harvard University 1997 — 2002
Bachelor of Arts (B.A.), Psychology
Harvard University
Post-Bac, Pre-Med
NYC Board of Education May 2012 - Present
WorldOne July 2011 - May 2012
Guidepoint Global April 2010 - June 2010
Weill Cornell Medical College June 2009 - April 2010
Clearlake Capital Group February 2007 - June 2009
Gerson Lehrman Group 2005 - 2007
Morgan Stanley 2002 - 2004
Skills
Market Research, Qualitative Research, Report Writing, Online Research, Focus Groups
Education
Harvard University 1997 — 2002
Bachelor of Arts (B.A.), Psychology
Harvard University
Post-Bac, Pre-Med
Olav Van Genabeek's Morgan Stanley Experience 1998 - 2000
Job Director at ITG
Industry Financial Services
Experience
ITG February 2013 - Present
Investment Technology Group Inc. 2008 - Present
Liberty Mutual Insurance 2001 - 2008
Visible Markets 2000 - 2001
Morgan Stanley 1998 - 2000
Skills
Risk Management, Analytics, Quantitative Analytics, Analysis, Bonds, MBS, Hedge Funds, Fixed Income, Equities, Financial Markets, Capital Markets, Derivatives, Trading, Trading Systems, Portfolio Management, Options, Financial Modeling, Asset Management, Investments, Software Development
Education
Massachusetts Institute of Technology 1994 — 1998
PhD, Theoretical Geophysics, Applied Mathematics
Harvard University 1990 — 1992
MS, Geophiscs
ITG February 2013 - Present
Investment Technology Group Inc. 2008 - Present
Liberty Mutual Insurance 2001 - 2008
Visible Markets 2000 - 2001
Morgan Stanley 1998 - 2000
Skills
Risk Management, Analytics, Quantitative Analytics, Analysis, Bonds, MBS, Hedge Funds, Fixed Income, Equities, Financial Markets, Capital Markets, Derivatives, Trading, Trading Systems, Portfolio Management, Options, Financial Modeling, Asset Management, Investments, Software Development
Education
Massachusetts Institute of Technology 1994 — 1998
PhD, Theoretical Geophysics, Applied Mathematics
Harvard University 1990 — 1992
MS, Geophiscs
Lake Wang's Morgan Stanley Experience January 2010 - November 2010
Job Senior Analyst at Valiant Capital Partners
Industry Investment Management
Experience
Valiant Capital Partners July 2012 - Present
Citadel LLC / Lodge Hill Capital January 2011 - May 2012
Morgan Stanley January 2010 - November 2010
King Street Capital Management July 2009 - December 2009
Education
Harvard University 2005 — 2009
AB, Applied Mathematics
Berkeley High School 2001 — 2005
High School
Valiant Capital Partners July 2012 - Present
Citadel LLC / Lodge Hill Capital January 2011 - May 2012
Morgan Stanley January 2010 - November 2010
King Street Capital Management July 2009 - December 2009
Education
Harvard University 2005 — 2009
AB, Applied Mathematics
Berkeley High School 2001 — 2005
High School
Ken Abbott's Morgan Stanley Experience 2005 - 2015
Job Managing Director at Barclays
Industry Financial Services
Experience
Barclays 2015 - Present
Morgan Stanley 2005 - 2015
Bank of America 2000 - 2005
ABN AMRO 1998 - 2000
Bankers Trust Company 1984 - 1998
Education
New York University, Stern School of Business 1991 — 1994
Master of Science (MS), Statistics and Operations Research
New York University 1990 — 1991
Master of Arts (M.A.), Economics
Harvard College 1979 — 1983
Bachelor of Arts (B.A.), Economics
NJ Scholars Program 1978 — 1978
The Renaissance
Grant School 1966 — 1973
Barclays 2015 - Present
Morgan Stanley 2005 - 2015
Bank of America 2000 - 2005
ABN AMRO 1998 - 2000
Bankers Trust Company 1984 - 1998
Education
New York University, Stern School of Business 1991 — 1994
Master of Science (MS), Statistics and Operations Research
New York University 1990 — 1991
Master of Arts (M.A.), Economics
Harvard College 1979 — 1983
Bachelor of Arts (B.A.), Economics
NJ Scholars Program 1978 — 1978
The Renaissance
Grant School 1966 — 1973
Raudel Yanez's Morgan Stanley Experience August 2012 - March 2014
Job Investment Professional at Coller Capital
Industry Venture Capital & Private Equity
Experience
Coller Capital April 2014 - Present
Morgan Stanley August 2012 - March 2014
BBM Investimentos August 2011 - September 2011
Univision Communications November 2008 - May 2010
American Express Strategic Planning Group September 2006 - November 2008
Skills
Private Equity, Strategy, Hedge Funds, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Financial Services, Strategic Partnerships, Analytics, Investment Banking, Management Consulting, Business Strategy, Spanish, Investments, Competitive Analysis, Financial Modeling, Business Development, Valuation, Analysis, Asset Management
Education
Stanford University Graduate School of Business 2010 — 2012
MBA, Finance, General Management
Harvard University 2002 — 2006
Bachelor of Arts (B.A.), History
Coller Capital April 2014 - Present
Morgan Stanley August 2012 - March 2014
BBM Investimentos August 2011 - September 2011
Univision Communications November 2008 - May 2010
American Express Strategic Planning Group September 2006 - November 2008
Skills
Private Equity, Strategy, Hedge Funds, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Financial Services, Strategic Partnerships, Analytics, Investment Banking, Management Consulting, Business Strategy, Spanish, Investments, Competitive Analysis, Financial Modeling, Business Development, Valuation, Analysis, Asset Management
Education
Stanford University Graduate School of Business 2010 — 2012
MBA, Finance, General Management
Harvard University 2002 — 2006
Bachelor of Arts (B.A.), History
Peter Ciganik's Morgan Stanley Experience 2006 - 2006
Job Managing Director at GTIS Partners
Industry Real Estate
Experience
GTIS Partners August 2007 - Present
Morgan Stanley 2006 - 2006
Lehman Brothers 2003 - 2005
McKinsey & Company 2001 - 2003
Education
Stanford University Graduate School of Business 2005 — 2007
Gymnazium Srobarova
Harvard University
United World College of the Atlantic
GTIS Partners August 2007 - Present
Morgan Stanley 2006 - 2006
Lehman Brothers 2003 - 2005
McKinsey & Company 2001 - 2003
Education
Stanford University Graduate School of Business 2005 — 2007
Gymnazium Srobarova
Harvard University
United World College of the Atlantic
Pete Scully's Morgan Stanley Experience March 2008 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Deutsche Bank June 2014 - Present
Piper Jaffray April 2013 - June 2014
Morgan Stanley March 2008 - 2013
Maryknoll School 2007 - 2008
BGC Partners 2006 - 2007
Skills
Derivatives
Education
Harvard University 2002 — 2006
Bachelor of Arts (B.A.), American Government and Politics (United States)
Deutsche Bank June 2014 - Present
Piper Jaffray April 2013 - June 2014
Morgan Stanley March 2008 - 2013
Maryknoll School 2007 - 2008
BGC Partners 2006 - 2007
Skills
Derivatives
Education
Harvard University 2002 — 2006
Bachelor of Arts (B.A.), American Government and Politics (United States)
Oliver Zlomislic's Morgan Stanley Experience June 2005 - Present
Job Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2005 - Present
Education
Harvard University 2002 — 2004
MPP, Public Policy
University of California, Irvine 1996 — 2000
BA, Political Science, Management
Morgan Stanley June 2005 - Present
Education
Harvard University 2002 — 2004
MPP, Public Policy
University of California, Irvine 1996 — 2000
BA, Political Science, Management
Jim Dolbear's Morgan Stanley Experience May 1986 - February 1987
Job Partner, Spectoccular Technology Fund
Industry Consumer Electronics
Experience
Spectoccular Technology Fund July 2007 - Present
Voting Systems Institute June 2002 - August 2005
The Larkin Group September 1995 - March 2002
Management Recruiters September 1993 - September 1995
Avery Dennison February 1991 - March 1993
Avery Dennison July 1989 - January 1991
Dennison Manufacturing Company September 1987 - March 1989
Morgan Stanley May 1986 - February 1987
Skills
New Business Development, Television, Strategic Partnerships, Mergers & Acquisitions, Marketing Strategy, Mobile Devices, Leadership, Photonics, Start-ups, Management, Product Marketing, Strategy, Business Planning, Product Management, Cross-functional Team..., Business Development, Business Strategy
Education
Harvard University
Yale University - Yale School of Management
MBA
Spectoccular Technology Fund July 2007 - Present
Voting Systems Institute June 2002 - August 2005
The Larkin Group September 1995 - March 2002
Management Recruiters September 1993 - September 1995
Avery Dennison February 1991 - March 1993
Avery Dennison July 1989 - January 1991
Dennison Manufacturing Company September 1987 - March 1989
Morgan Stanley May 1986 - February 1987
Skills
New Business Development, Television, Strategic Partnerships, Mergers & Acquisitions, Marketing Strategy, Mobile Devices, Leadership, Photonics, Start-ups, Management, Product Marketing, Strategy, Business Planning, Product Management, Cross-functional Team..., Business Development, Business Strategy
Education
Harvard University
Yale University - Yale School of Management
MBA
Shola Olateju's Morgan Stanley Experience 1997 - 2004
Job Managing Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase December 2009 - Present
Merrill Lynch March 2004 - December 2009
Morgan Stanley 1997 - 2004
Education
Obafemi Awolowo University 1993 — 1994
Harvard University
Stony Brook University
JPMorgan Chase December 2009 - Present
Merrill Lynch March 2004 - December 2009
Morgan Stanley 1997 - 2004
Education
Obafemi Awolowo University 1993 — 1994
Harvard University
Stony Brook University
Seth Breidbart's Morgan Stanley Experience November 1985 - February 1999
Job financial programmer
Industry Financial Services
Experience
CloudHelix January 2015 - March 2015
Pine River Capital Management September 2002 - March 2013
Morgan Stanley November 1985 - February 1999
Skills
Derivatives, Unix, Linux
Education
Yale University 1975 — 1978
M.Phil, Ph.D., Computer Science
Harvard University 1970 — 1975
SM, BA, Applied Math
CloudHelix January 2015 - March 2015
Pine River Capital Management September 2002 - March 2013
Morgan Stanley November 1985 - February 1999
Skills
Derivatives, Unix, Linux
Education
Yale University 1975 — 1978
M.Phil, Ph.D., Computer Science
Harvard University 1970 — 1975
SM, BA, Applied Math
Judith Jackson-Fossett's Morgan Stanley Experience July 1987 - July 1990
Job Professor, American Studies & Ethnicity and English: Dir., AfricanAmerican Studies Program
Industry Higher Education
Experience
University of Southern California February 2003 - Present
University of Southern California July 1996 - February 2003
Morgan Stanley July 1987 - July 1990
Education
Princeton University 1992 — 1996
Ph.D., English, African-American Studies
Harvard University 1983 — 1987
AB, Literature
University of Chicago Laboratory Schools 1980 — 1983
University of Southern California February 2003 - Present
University of Southern California July 1996 - February 2003
Morgan Stanley July 1987 - July 1990
Education
Princeton University 1992 — 1996
Ph.D., English, African-American Studies
Harvard University 1983 — 1987
AB, Literature
University of Chicago Laboratory Schools 1980 — 1983
Kristin Bannon's Morgan Stanley Experience April 2014 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2014 - Present
Morgan Stanley August 2012 - April 2014
Morgan Stanley June 2010 - August 2012
mindSHIFT Technologies June 2006 - August 2009
Skills
Valuation, Business Strategy, Financial Modeling, Business Development, Capital Markets
Education
Harvard University 2006 — 2010
Bachelor of Arts, Government & Economics
Notre Dame Academy 2001 — 2005
Morgan Stanley April 2014 - Present
Morgan Stanley August 2012 - April 2014
Morgan Stanley June 2010 - August 2012
mindSHIFT Technologies June 2006 - August 2009
Skills
Valuation, Business Strategy, Financial Modeling, Business Development, Capital Markets
Education
Harvard University 2006 — 2010
Bachelor of Arts, Government & Economics
Notre Dame Academy 2001 — 2005
Jeremy Primer's Morgan Stanley Experience May 2004 - June 2006
Job Partner at Tilden Park
Industry Financial Services
Experience
Tilden Park Capital Management July 2008 - Present
Goldman Sachs August 2006 - March 2008
Morgan Stanley May 2004 - June 2006
Goldman Sachs August 1993 - April 2004
Education
Harvard University
Master of Arts (MA), Mathematics
Princeton University
Bachelor of Arts (BA), Mathematics
Tilden Park Capital Management July 2008 - Present
Goldman Sachs August 2006 - March 2008
Morgan Stanley May 2004 - June 2006
Goldman Sachs August 1993 - April 2004
Education
Harvard University
Master of Arts (MA), Mathematics
Princeton University
Bachelor of Arts (BA), Mathematics
George Saalouke's Morgan Stanley Experience 2005 - 2007
Job Partner at Darsana Capital Partners
Industry Financial Services
Experience
Darsana Capital Partners January 2014 - Present
Eton Park Capital Management 2009 - 2013
Hellman & Friedman 2007 - 2009
Morgan Stanley 2005 - 2007
Education
Harvard University 2001 — 2005
AB, Economics
University School 1997 — 2001
Darsana Capital Partners January 2014 - Present
Eton Park Capital Management 2009 - 2013
Hellman & Friedman 2007 - 2009
Morgan Stanley 2005 - 2007
Education
Harvard University 2001 — 2005
AB, Economics
University School 1997 — 2001
Seth Weintrob's Morgan Stanley Experience July 1996 - Present
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley July 1996 - Present
Education
Harvard University 1992 — 1996
AB, Economics
Morgan Stanley July 1996 - Present
Education
Harvard University 1992 — 1996
AB, Economics
Jonathan Contos's Morgan Stanley Experience July 2006 - July 2008
Job Private Equity Professional
Industry Venture Capital & Private Equity
Experience
American Infrastructure MLP Funds September 2012 - Present
StoneMor Partners, L.P. August 2014 - Present
Landmark Dividend December 2012 - Present
TaylorMade-adidas Golf June 2011 - August 2011
TPG Capital August 2008 - June 2010
Morgan Stanley July 2006 - July 2008
Skills
LBO, Private Equity, Venture Capital, Corporate Development, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Capital Markets, Due Diligence, Mergers & Acquisitions, Emerging Markets, Investments
Education
Stanford University Graduate School of Business 2010 — 2012
MBA
Harvard University 2002 — 2006
A.B., Economics
American Infrastructure MLP Funds September 2012 - Present
StoneMor Partners, L.P. August 2014 - Present
Landmark Dividend December 2012 - Present
TaylorMade-adidas Golf June 2011 - August 2011
TPG Capital August 2008 - June 2010
Morgan Stanley July 2006 - July 2008
Skills
LBO, Private Equity, Venture Capital, Corporate Development, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Capital Markets, Due Diligence, Mergers & Acquisitions, Emerging Markets, Investments
Education
Stanford University Graduate School of Business 2010 — 2012
MBA
Harvard University 2002 — 2006
A.B., Economics
Lauren Hawkins's Morgan Stanley Experience June 2011 - June 2013
Job
Industry Capital Markets
Experience
Morgan Stanley June 2011 - June 2013
CNBC June 2010 - August 2010
MSNBC - NBC Universal June 2009 - August 2009
Skills
Hedge Funds, Equities, Portfolio Management, Valuation, Capital Markets, Financial Modeling, Journalism, Fixed Income, Due Diligence, Strategic Planning, Bloomberg, Financial Services, Series 7, Private Equity, Microsoft Office,..., Series 63, Structured Products, Avid Media Composer, Government Relations, Government, American Politics, Political Communication, Politics, Broadcast Journalism, Business Journalism, Fundraising, Advertising Sales, Investments, Investment Strategies
Education
Harvard University 2007 — 2011
BA, Government (primary) and Economics (secondary)
Milton Academy 2003 — 2007
High School
Morgan Stanley June 2011 - June 2013
CNBC June 2010 - August 2010
MSNBC - NBC Universal June 2009 - August 2009
Skills
Hedge Funds, Equities, Portfolio Management, Valuation, Capital Markets, Financial Modeling, Journalism, Fixed Income, Due Diligence, Strategic Planning, Bloomberg, Financial Services, Series 7, Private Equity, Microsoft Office,..., Series 63, Structured Products, Avid Media Composer, Government Relations, Government, American Politics, Political Communication, Politics, Broadcast Journalism, Business Journalism, Fundraising, Advertising Sales, Investments, Investment Strategies
Education
Harvard University 2007 — 2011
BA, Government (primary) and Economics (secondary)
Milton Academy 2003 — 2007
High School
Sheree Chiou's Morgan Stanley Experience June 2000 - June 2005
Job VP at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs June 2005 - August 2011
Morgan Stanley June 2000 - June 2005
Education
Harvard University
Bachelor of Arts (B.A.), Economics
Jakarta International School
Goldman Sachs June 2005 - August 2011
Morgan Stanley June 2000 - June 2005
Education
Harvard University
Bachelor of Arts (B.A.), Economics
Jakarta International School
Nadia Johnson's Morgan Stanley Experience June 2006 - August 2006
Job Manager at Deloitte
Industry Retail
Experience
Deloitte January 2010 - Present
The World Bank 2009 - 2009
Deloitte Consulting June 2008 - August 2008
Citigroup June 2007 - August 2007
Dollar Central Plus August 2006 - June 2007
Morgan Stanley June 2006 - August 2006
Catholic Charities of the Archdiocese of New York August 2005 - August 2006
Morgan Stanley June 2003 - August 2005
CornerStone LLC July 2004 - November 2004
Deutsche Bank June 2001 - August 2001
Skills
Strategy, Strategic Planning, Business Planning, Analysis, Business Strategy, Start-ups, Management, Competitive Analysis, Management Consulting, Training Facilitation, Design
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Marketing and Operations
Harvard University 1999 — 2003
BA, Sociology
The Hotchkiss School 1995 — 1999
Deloitte January 2010 - Present
The World Bank 2009 - 2009
Deloitte Consulting June 2008 - August 2008
Citigroup June 2007 - August 2007
Dollar Central Plus August 2006 - June 2007
Morgan Stanley June 2006 - August 2006
Catholic Charities of the Archdiocese of New York August 2005 - August 2006
Morgan Stanley June 2003 - August 2005
CornerStone LLC July 2004 - November 2004
Deutsche Bank June 2001 - August 2001
Skills
Strategy, Strategic Planning, Business Planning, Analysis, Business Strategy, Start-ups, Management, Competitive Analysis, Management Consulting, Training Facilitation, Design
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Marketing and Operations
Harvard University 1999 — 2003
BA, Sociology
The Hotchkiss School 1995 — 1999
Jason MacRae's Morgan Stanley Experience 2002 - 2007
Job Financial Services Executive
Industry Internet
Experience
Amazon May 2015 - Present
Aequitas Capital Management April 2014 - November 2014
Maple Bay Asset Management LLC 2013 - 2014
Loan Value Group LLC 2008 - 2013
Morgan Stanley 2002 - 2007
iSay.com 1999 - 2001
Morgan Stanley 1997 - 1999
Advanta 1996 - 1997
Oliver Wyman & Company 1993 - 1996
Skills
Fixed Income, Capital Markets, Financial Modeling, Structured Finance, Mortgage Lending, New Business Development, Hedge Funds, Derivatives, Alternative Investments, Asset Management, Portfolio Management, Investments
Education
Harvard University 1989 — 1993
AB, Physics
Amazon May 2015 - Present
Aequitas Capital Management April 2014 - November 2014
Maple Bay Asset Management LLC 2013 - 2014
Loan Value Group LLC 2008 - 2013
Morgan Stanley 2002 - 2007
iSay.com 1999 - 2001
Morgan Stanley 1997 - 1999
Advanta 1996 - 1997
Oliver Wyman & Company 1993 - 1996
Skills
Fixed Income, Capital Markets, Financial Modeling, Structured Finance, Mortgage Lending, New Business Development, Hedge Funds, Derivatives, Alternative Investments, Asset Management, Portfolio Management, Investments
Education
Harvard University 1989 — 1993
AB, Physics
Joseph Ryan's Morgan Stanley Experience August 2010 - April 2012
Job Senior Vice PresidentFixed Income Sales at JVB Financial Group, LLC
Industry Financial Services
Experience
JVB Financial Group, LLC January 2013 - Present
Morgan Stanley August 2010 - April 2012
Finacorp Securities July 2009 - September 2010
Blaylock Robert Van February 2008 - March 2009
Credit Suisse January 1995 - January 2007
Paine Webber December 1992 - December 1994
Bear Stearns July 1991 - November 1992
Prudential Bache Securities July 1986 - June 1991
Skills
Fixed Income, Capital Markets, Trading, Bonds, Series 7, Electronic Trading, Hedge Funds, Securities, Investment Banking, Credit, Credit Derivatives, Derivatives, Structured Finance, Bloomberg, Swaps, Structured Products, Series 63, Equities, Alternative Investments, Interest Rate..., FINRA, Financial Markets, Asset Management, Equity Capital Markets, Relationship Management, Series 24, Options, Corporate Finance, Equity Trading, Fixed Income Products, Customer Service, High Yield, Customer Relations, Debt, Fixed Income Trading, Series 79
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance & International Business
Harvard University 1982 — 1986
B.A., Classics
Xavier High School 1978 — 1982
Diploma
JVB Financial Group, LLC January 2013 - Present
Morgan Stanley August 2010 - April 2012
Finacorp Securities July 2009 - September 2010
Blaylock Robert Van February 2008 - March 2009
Credit Suisse January 1995 - January 2007
Paine Webber December 1992 - December 1994
Bear Stearns July 1991 - November 1992
Prudential Bache Securities July 1986 - June 1991
Skills
Fixed Income, Capital Markets, Trading, Bonds, Series 7, Electronic Trading, Hedge Funds, Securities, Investment Banking, Credit, Credit Derivatives, Derivatives, Structured Finance, Bloomberg, Swaps, Structured Products, Series 63, Equities, Alternative Investments, Interest Rate..., FINRA, Financial Markets, Asset Management, Equity Capital Markets, Relationship Management, Series 24, Options, Corporate Finance, Equity Trading, Fixed Income Products, Customer Service, High Yield, Customer Relations, Debt, Fixed Income Trading, Series 79
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Finance & International Business
Harvard University 1982 — 1986
B.A., Classics
Xavier High School 1978 — 1982
Diploma
Gaurav Sharma's Morgan Stanley Experience December 2006 - March 2007
Job Analyst at Greenlight Capital
Industry Investment Management
Experience
Greenlight Capital 2011 - Present
Highbridge Capital Management January 2010 - October 2011
UBS Investment Bank July 2008 - January 2010
Morgan Stanley December 2006 - March 2007
Education
Sciences Po 2008 — 2009
Harvard University 2006 — 2007
UNSW Australia 2003 — 2007
New York University - Leonard N. Stern School of Business 2005 — 2006
Greenlight Capital 2011 - Present
Highbridge Capital Management January 2010 - October 2011
UBS Investment Bank July 2008 - January 2010
Morgan Stanley December 2006 - March 2007
Education
Sciences Po 2008 — 2009
Harvard University 2006 — 2007
UNSW Australia 2003 — 2007
New York University - Leonard N. Stern School of Business 2005 — 2006
Rabindran Abraham's Morgan Stanley Experience 2000 - 2002
Job Head of Science at Aliya Financial Technologies
Industry Financial Services
Experience
Aliya Financial Technologies February 2015 - Present
Clear Transactional Analytics February 2014 - February 2015
LCN Capital Partners 2010 - 2014
HSBC 2006 - 2009
Clear Transactional Analytics 2002 - 2005
Morgan Stanley 2000 - 2002
The RISConsulting Group LLC 1997 - 2000
Booz, Allen & Hamilton 1996 - 1997
Skills
Corporate Finance, Mergers & Acquisitions, Private Equity, Fixed Income, Analytics, Cross-functional Team..., Real Estate Economics, Financial Modeling, Valuation, Hedge Funds, New Business Development, Aircraft Finance, Financial Structuring, Statistical Modeling, Business Valuation, Economics, Mutual Funds
Education
Massachusetts Institute of Technology 1988 — 1996
PhD (ABD), Economics
Harvard University 1981 — 1986
AB, Mathematics
Phillips Exeter Academy 1979 — 1981
Aliya Financial Technologies February 2015 - Present
Clear Transactional Analytics February 2014 - February 2015
LCN Capital Partners 2010 - 2014
HSBC 2006 - 2009
Clear Transactional Analytics 2002 - 2005
Morgan Stanley 2000 - 2002
The RISConsulting Group LLC 1997 - 2000
Booz, Allen & Hamilton 1996 - 1997
Skills
Corporate Finance, Mergers & Acquisitions, Private Equity, Fixed Income, Analytics, Cross-functional Team..., Real Estate Economics, Financial Modeling, Valuation, Hedge Funds, New Business Development, Aircraft Finance, Financial Structuring, Statistical Modeling, Business Valuation, Economics, Mutual Funds
Education
Massachusetts Institute of Technology 1988 — 1996
PhD (ABD), Economics
Harvard University 1981 — 1986
AB, Mathematics
Phillips Exeter Academy 1979 — 1981
Michael Bohlmann's Morgan Stanley Experience July 2000 - February 2002
Job Founder & CEO at Creatis Capital
Industry Investment Management
Experience
Creatis Capital May 2014 - Present
CAIS Group August 2013 - March 2014
Asset Alliance / Hedge Harbor July 2009 - August 2013
Deutsche Bank July 2007 - April 2009
Societe Generale July 2006 - July 2007
Bear Stearns July 2004 - July 2006
BNP Paribas 2003 - 2004
Zurich Capital Markets 2002 - 2003
Morgan Stanley July 2000 - February 2002
Skills
Hedge Funds, Alternative Investments, Derivatives, Investment Banking, Hedging, Capital Raising, Fund Of Funds, Structured Products, Fixed Income, Trading, Equities, Capital Markets, Investor Relations, Portfolio Management, Global Macro, Investments, Structured Finance, Private Equity, American Politics, Securities, Asset Management
Education
Harvard University 1996 — 2000
AB magna cum laude, Government
Harvard-Westlake 1990 — 1996
High School
Creatis Capital May 2014 - Present
CAIS Group August 2013 - March 2014
Asset Alliance / Hedge Harbor July 2009 - August 2013
Deutsche Bank July 2007 - April 2009
Societe Generale July 2006 - July 2007
Bear Stearns July 2004 - July 2006
BNP Paribas 2003 - 2004
Zurich Capital Markets 2002 - 2003
Morgan Stanley July 2000 - February 2002
Skills
Hedge Funds, Alternative Investments, Derivatives, Investment Banking, Hedging, Capital Raising, Fund Of Funds, Structured Products, Fixed Income, Trading, Equities, Capital Markets, Investor Relations, Portfolio Management, Global Macro, Investments, Structured Finance, Private Equity, American Politics, Securities, Asset Management
Education
Harvard University 1996 — 2000
AB magna cum laude, Government
Harvard-Westlake 1990 — 1996
High School
Hon-Wai Wong's Morgan Stanley Experience April 2005 - Present
Job Executive Director, Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley April 2005 - Present
BNP Paribas August 2003 - March 2005
Goldman Sachs October 2000 - July 2003
Education
Harvard University
PhD, Math
University of Oxford
B.A., Math
Morgan Stanley April 2005 - Present
BNP Paribas August 2003 - March 2005
Goldman Sachs October 2000 - July 2003
Education
Harvard University
PhD, Math
University of Oxford
B.A., Math
Reed Endresen's Morgan Stanley Experience 2010 - 2010
Job Investment Banking
Industry Banking
Experience
CRT Capital Group 2015 - Present
OpenX 2012 - 2015
UBS Investment Bank 2011 - 2012
Morgan Stanley 2010 - 2010
Skills
Product Marketing, New Business Development, Business Strategy, Management, Data Analysis, Strategic Partnerships, Strategic Planning, OpenX, Business Development, Market Analysis, Product Development, Leadership, International Business, Research, Executive Management, Valuation
Education
Harvard University 2007 — 2011
BA, Government
Rye Country Day School 1994 — 2007
CRT Capital Group 2015 - Present
OpenX 2012 - 2015
UBS Investment Bank 2011 - 2012
Morgan Stanley 2010 - 2010
Skills
Product Marketing, New Business Development, Business Strategy, Management, Data Analysis, Strategic Partnerships, Strategic Planning, OpenX, Business Development, Market Analysis, Product Development, Leadership, International Business, Research, Executive Management, Valuation
Education
Harvard University 2007 — 2011
BA, Government
Rye Country Day School 1994 — 2007
Lisa Xiaolu Tang's Morgan Stanley Experience August 2013 - May 2014
Job PhD Student at The Wharton School
Industry Research
Experience
Morgan Stanley August 2013 - May 2014
Morgan Stanley July 2011 - July 2013
Morgan Stanley June 2010 - August 2010
Skills
Mergers & Acquisitions, R, Bloomberg, Corporate Finance, Financial Modeling, Valuation, Investment Banking, Data Analysis, Research, Fixed Income, LBO
Education
Harvard University 2007 — 2011
B.A., Philosophy, Economics
Stuyvesant 2003 — 2007
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
Morgan Stanley August 2013 - May 2014
Morgan Stanley July 2011 - July 2013
Morgan Stanley June 2010 - August 2010
Skills
Mergers & Acquisitions, R, Bloomberg, Corporate Finance, Financial Modeling, Valuation, Investment Banking, Data Analysis, Research, Fixed Income, LBO
Education
Harvard University 2007 — 2011
B.A., Philosophy, Economics
Stuyvesant 2003 — 2007
University of Pennsylvania - The Wharton School
University of Pennsylvania - The Wharton School
Katherine Huang's Morgan Stanley Experience June 2010 - August 2010
Job Structured Finance at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2012 - Present
Sage Group March 2011 - September 2011
Morgan Stanley June 2010 - August 2010
Skills
Economics, Financial Modeling, Mandarin, Credit Analysis, Microsoft Excel, Private Equity, Financial Structuring, Fixed Income, Due Diligence, Mergers & Acquisitions, Data Analysis
Education
Harvard University
Deutsche Bank July 2012 - Present
Sage Group March 2011 - September 2011
Morgan Stanley June 2010 - August 2010
Skills
Economics, Financial Modeling, Mandarin, Credit Analysis, Microsoft Excel, Private Equity, Financial Structuring, Fixed Income, Due Diligence, Mergers & Acquisitions, Data Analysis
Education
Harvard University
James Murray's Morgan Stanley Experience March 2000 - August 2014
Job Partner, PJT Partners
Industry Investment Banking
Experience
PJT Partners August 2014 - Present
Ann and Robert H. Lurie Children's Hospital of Chicago 2010 - Present
Chicago Academy of Sciences / Peggy Notebaert Nature Museum April 2009 - Present
Morgan Stanley March 2000 - August 2014
Chicago Yacht Club 2010 - 2014
Monitor Group July 1995 - March 2000
Education
Harvard University 1991 — 1995
AB, Government, Magna Cum Laude, Phi Beta Kappa
London School of Economics and Political Science 1993 — 1994
General Course Student, Economics, International Relations
PJT Partners August 2014 - Present
Ann and Robert H. Lurie Children's Hospital of Chicago 2010 - Present
Chicago Academy of Sciences / Peggy Notebaert Nature Museum April 2009 - Present
Morgan Stanley March 2000 - August 2014
Chicago Yacht Club 2010 - 2014
Monitor Group July 1995 - March 2000
Education
Harvard University 1991 — 1995
AB, Government, Magna Cum Laude, Phi Beta Kappa
London School of Economics and Political Science 1993 — 1994
General Course Student, Economics, International Relations
Hamilton Potter's Morgan Stanley Experience 1982 - 1984
Job President at IAB Solutions LLC
Industry Investment Management
Experience
IAB Solutions LLC January 2013 - Present
Phillips Angelica Forest Products, LLC February 2012 - Present
Skillman Management, LLC September 2001 - Present
Accordis, LLC August 2005 - September 2006
BPI Capital Partners, LLC January 1990 - September 2001
Physician Support Systems, Inc. August 1991 - December 1997
Morgan Stanley 1982 - 1984
Pan American World Airways, Inc. 1978 - 1980
Skills
Management, Private Equity, Business Development, Financial Analysis, Mergers & Acquisitions, Strategic Planning, Start-ups, Equities, Alternative Investments, Risk Management, Leadership, Process Improvement, Marketing Strategy, Team Building, Entrepreneurship, Due Diligence, Investments, Accounts Receivable, Financial Modeling, New Business Development, Strategy, CRM, Finance, Investment Banking, Mergers, Marketing Communications, Asset Allocation, Asset Management, Business Strategy, Portfolio Management, Sales, Valuation, Sales Management, Competitive Analysis, Venture Capital
Education
Stanford University Graduate School of Business 1980 — 1982
Master of Business Administration (MBA)
Harvard University
Bachelor of Arts (B.A.), Economics
Brooks School
High School
Buckley School
IAB Solutions LLC January 2013 - Present
Phillips Angelica Forest Products, LLC February 2012 - Present
Skillman Management, LLC September 2001 - Present
Accordis, LLC August 2005 - September 2006
BPI Capital Partners, LLC January 1990 - September 2001
Physician Support Systems, Inc. August 1991 - December 1997
Morgan Stanley 1982 - 1984
Pan American World Airways, Inc. 1978 - 1980
Skills
Management, Private Equity, Business Development, Financial Analysis, Mergers & Acquisitions, Strategic Planning, Start-ups, Equities, Alternative Investments, Risk Management, Leadership, Process Improvement, Marketing Strategy, Team Building, Entrepreneurship, Due Diligence, Investments, Accounts Receivable, Financial Modeling, New Business Development, Strategy, CRM, Finance, Investment Banking, Mergers, Marketing Communications, Asset Allocation, Asset Management, Business Strategy, Portfolio Management, Sales, Valuation, Sales Management, Competitive Analysis, Venture Capital
Education
Stanford University Graduate School of Business 1980 — 1982
Master of Business Administration (MBA)
Harvard University
Bachelor of Arts (B.A.), Economics
Brooks School
High School
Buckley School
Nina Simmons's Morgan Stanley Experience 1998 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 1998 - Present
Cadwalader, Wickersham & Taft LLP September 1996 - September 1998
Skills
Hedge Funds, Derivatives, Fixed Income, Prime Brokerage, Capital Markets, Equity Derivatives, Securities, Structured Products, Swaps, Credit Derivatives, Emerging Markets, FX Options, Interest Rate..., Options, Risk Management, Securitization, Structured Finance
Education
Harvard University 1988 — 1995
Bachelor's degree, Juris Doctor
Willingboro High School
Morgan Stanley 1998 - Present
Cadwalader, Wickersham & Taft LLP September 1996 - September 1998
Skills
Hedge Funds, Derivatives, Fixed Income, Prime Brokerage, Capital Markets, Equity Derivatives, Securities, Structured Products, Swaps, Credit Derivatives, Emerging Markets, FX Options, Interest Rate..., Options, Risk Management, Securitization, Structured Finance
Education
Harvard University 1988 — 1995
Bachelor's degree, Juris Doctor
Willingboro High School
Phillip J. Vicinanzo's Morgan Stanley Experience December 1998 - January 2001
Job Meridian Capital Partners
Industry Investment Management
Experience
Meridian Capital Partners April 2005 - Present
RBC Dain Rauscher February 2001 - April 2005
Morgan Stanley December 1998 - January 2001
Cowen & Co. December 1989 - June 1997
Raymond James May 1988 - August 1989
First Albany Capital December 1985 - January 1988
Skills
Financial Analysis, Risk Management, Financial Markets, Portfolio Optimization, Options, FX Options, Commodity, Investment Management, Series 63, Bloomberg, Currency, Venture Capital, ETFs, Public Finance, Hedge Funds, Bonds, Institutional Sales, Institutional..., Investments, Securities, Trading, Series 7, Financial Modeling, Wealth Management, Equity Derivatives, FINRA, Structured Products, Credit Derivatives, Valuation, Trading Strategies, Equity Valuation, Technical Analysis, Mutual Funds, High Yield, Derivatives, Investment Advisory
Education
Harvard University 1979 — 1984
BA, Economics
University of Kent 1984 — 1986
MA, Economics
Rensselaer Polytechnic Institute 1997 — 1998
MA, Management
BS High School
NYS HS Regents
Meridian Capital Partners April 2005 - Present
RBC Dain Rauscher February 2001 - April 2005
Morgan Stanley December 1998 - January 2001
Cowen & Co. December 1989 - June 1997
Raymond James May 1988 - August 1989
First Albany Capital December 1985 - January 1988
Skills
Financial Analysis, Risk Management, Financial Markets, Portfolio Optimization, Options, FX Options, Commodity, Investment Management, Series 63, Bloomberg, Currency, Venture Capital, ETFs, Public Finance, Hedge Funds, Bonds, Institutional Sales, Institutional..., Investments, Securities, Trading, Series 7, Financial Modeling, Wealth Management, Equity Derivatives, FINRA, Structured Products, Credit Derivatives, Valuation, Trading Strategies, Equity Valuation, Technical Analysis, Mutual Funds, High Yield, Derivatives, Investment Advisory
Education
Harvard University 1979 — 1984
BA, Economics
University of Kent 1984 — 1986
MA, Economics
Rensselaer Polytechnic Institute 1997 — 1998
MA, Management
BS High School
NYS HS Regents
Joe McGeehin's Morgan Stanley Experience 2012 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2012 - Present
Education
New York University School of Law 2008 — 2012
J.D.
New York University - Leonard N. Stern School of Business 2010 — 2012
M.B.A. with Distinction, Finance
Harvard College 2002 — 2006
A.B., History (Hons)
Morgan Stanley 2012 - Present
Education
New York University School of Law 2008 — 2012
J.D.
New York University - Leonard N. Stern School of Business 2010 — 2012
M.B.A. with Distinction, Finance
Harvard College 2002 — 2006
A.B., History (Hons)
Ruth Kwan's Morgan Stanley Experience May 2010 - September 2011
Job Assistant Vice President Barclays IBD, Infrastructure Project Finance
Industry Investment Banking
Experience
Barclays Investment Bank March 2015 - Present
Alvarez & Marsal January 2014 - February 2015
Shearman & Sterling LLP April 2013 - December 2013
BlackRock October 2011 - April 2013
Morgan Stanley May 2010 - September 2011
Jefferies & Company July 2009 - April 2010
NAVSTAR Advisors July 2006 - January 2009
Skills
Valuation, Private Equity, Entrepreneurship, Financial Analysis, Alternative Investments, Financial Modeling, Investment Banking, Bloomberg, Hedge Funds, Capital Markets, Corporate Finance, Emerging Markets, Equity Research, Venture Capital, LBO, Investments, M&A experience, Asset Management, Due Diligence, Securities, Corporate Development, Mergers & Acquisitions, Derivatives, Equities, Restructuring, Fixed Income, Economics, Leveraged Finance, Structured Finance, Investor Relations, Finance, Portfolio Management, Data Analysis, Business Strategy, Strategy, Analysis, Strategic Consulting, Management, Research, Financial Services, Financial Structuring
Education
Harvard University 2005 — 2009
Bachelor's Degree, Psychology and Economics
Stuyvesant High School 2001 — 2005
High School
Barclays Investment Bank March 2015 - Present
Alvarez & Marsal January 2014 - February 2015
Shearman & Sterling LLP April 2013 - December 2013
BlackRock October 2011 - April 2013
Morgan Stanley May 2010 - September 2011
Jefferies & Company July 2009 - April 2010
NAVSTAR Advisors July 2006 - January 2009
Skills
Valuation, Private Equity, Entrepreneurship, Financial Analysis, Alternative Investments, Financial Modeling, Investment Banking, Bloomberg, Hedge Funds, Capital Markets, Corporate Finance, Emerging Markets, Equity Research, Venture Capital, LBO, Investments, M&A experience, Asset Management, Due Diligence, Securities, Corporate Development, Mergers & Acquisitions, Derivatives, Equities, Restructuring, Fixed Income, Economics, Leveraged Finance, Structured Finance, Investor Relations, Finance, Portfolio Management, Data Analysis, Business Strategy, Strategy, Analysis, Strategic Consulting, Management, Research, Financial Services, Financial Structuring
Education
Harvard University 2005 — 2009
Bachelor's Degree, Psychology and Economics
Stuyvesant High School 2001 — 2005
High School
Ryan J. McGuigan's Morgan Stanley Experience September 2012 - July 2014
Job Associate at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group July 2014 - Present
Morgan Stanley September 2012 - July 2014
Goldman Sachs June 2011 - August 2011
Deloitte FAS, M&A Transaction Services June 2010 - July 2010
Education
Harvard University 2008 — 2012
Bachelor's Degree, Government, Cum Laude
The Branson School 2004 — 2008
High School
The Carlyle Group July 2014 - Present
Morgan Stanley September 2012 - July 2014
Goldman Sachs June 2011 - August 2011
Deloitte FAS, M&A Transaction Services June 2010 - July 2010
Education
Harvard University 2008 — 2012
Bachelor's Degree, Government, Cum Laude
The Branson School 2004 — 2008
High School
Patrick Sheffield's Morgan Stanley Experience July 2005 - July 2008
Job Senior Analyst
Industry Investment Management
Experience
Beach Point Capital Management July 2012 - Present
KKR July 2008 - July 2010
Morgan Stanley July 2005 - July 2008
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Investment Banking, Corporate Finance, Hedge Funds, Equity Research, Investments, LBO, Financial Analysis, Equities, DCF
Education
Stanford University Graduate School of Business 2010 — 2012
MBA
Harvard University 2002 — 2005
Bachelor of Arts, Economics
Beach Point Capital Management July 2012 - Present
KKR July 2008 - July 2010
Morgan Stanley July 2005 - July 2008
Skills
Financial Modeling, Valuation, Private Equity, Due Diligence, Investment Banking, Corporate Finance, Hedge Funds, Equity Research, Investments, LBO, Financial Analysis, Equities, DCF
Education
Stanford University Graduate School of Business 2010 — 2012
MBA
Harvard University 2002 — 2005
Bachelor of Arts, Economics
Kristin Norton's Morgan Stanley Experience June 2012 - August 2012
Job Northern Trust Alternative Investments
Industry Financial Services
Experience
Northern Trust Asset Management July 2013 - Present
Morgan Stanley June 2012 - August 2012
Mizuho Corporate Bank June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Research, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Equity Research, Economics
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), East Asian Studies, Secondary Field in Economics
国際基督教大学 / International Christian University 2010 — 2010
Japanese Language Study Abroad
Paul D. Schreiber High School 2005 — 2009
Northern Trust Asset Management July 2013 - Present
Morgan Stanley June 2012 - August 2012
Mizuho Corporate Bank June 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Research, Microsoft Office, Microsoft Word, Social Media, Public Speaking, Equity Research, Economics
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), East Asian Studies, Secondary Field in Economics
国際基督教大学 / International Christian University 2010 — 2010
Japanese Language Study Abroad
Paul D. Schreiber High School 2005 — 2009
Johannes Quodt's Morgan Stanley Experience June 2010 - September 2010
Job CoFounder at Koio Collective
Industry Apparel & Fashion
Experience
Koio Collective May 2015 - Present
McKinsey & Company May 2011 - July 2013
Morgan Stanley June 2010 - September 2010
Skills
Corporate Finance, Private Equity, Entrepreneurship, Management Consulting, Financial Modeling, Business Strategy, Strategy, Mergers & Acquisitions, Financial Analysis, Valuation
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
London School of Economics and Political Science 2009 — 2010
MSc in Accounting and Finance
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2005 — 2009
BA in Business Administration, BA in Economics
Harvard University 2007 — 2008
Visiting Undergraduate Studies
Koio Collective May 2015 - Present
McKinsey & Company May 2011 - July 2013
Morgan Stanley June 2010 - September 2010
Skills
Corporate Finance, Private Equity, Entrepreneurship, Management Consulting, Financial Modeling, Business Strategy, Strategy, Mergers & Acquisitions, Financial Analysis, Valuation
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA)
London School of Economics and Political Science 2009 — 2010
MSc in Accounting and Finance
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2005 — 2009
BA in Business Administration, BA in Economics
Harvard University 2007 — 2008
Visiting Undergraduate Studies
Joan Fang's Morgan Stanley Experience 2011 - February 2013
Job Associate Private Debt Group at Ares Management
Industry Financial Services
Experience
Ares Management May 2014 - Present
The Valence Group, LLC March 2013 - April 2014
Morgan Stanley 2011 - February 2013
Harvard University Extension School 2010 - 2011
Morgan Stanley July 2010 - September 2010
LearnVest, Inc. June 2009 - August 2009
New Sector Alliance February 2009 - May 2009
Skills
Investment Banking, Financial Modeling, Corporate Finance, Valuation, Quantitative Analytics, Capital Markets, Analysis, LBO, Due Diligence, Bloomberg, Private Equity
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Applied Mathematics; Citation in Chinese
Stuyvesant High School 2004 — 2007
Ares Management May 2014 - Present
The Valence Group, LLC March 2013 - April 2014
Morgan Stanley 2011 - February 2013
Harvard University Extension School 2010 - 2011
Morgan Stanley July 2010 - September 2010
LearnVest, Inc. June 2009 - August 2009
New Sector Alliance February 2009 - May 2009
Skills
Investment Banking, Financial Modeling, Corporate Finance, Valuation, Quantitative Analytics, Capital Markets, Analysis, LBO, Due Diligence, Bloomberg, Private Equity
Education
Harvard University 2007 — 2011
Bachelor of Arts (B.A.), Applied Mathematics; Citation in Chinese
Stuyvesant High School 2004 — 2007
Ryan O'Connell's Morgan Stanley Experience July 2010 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2010 - Present
Citigroup 2005 - 2010
Fidelity Investments November 2000 - January 2004
Moodys Corporation 1993 - 2000
Skills
Bonds, Fixed Income, Fixed Income Research, Financial Institutions
Education
Harvard University 1969 — 1973
A.B., History
Morgan Stanley July 2010 - Present
Citigroup 2005 - 2010
Fidelity Investments November 2000 - January 2004
Moodys Corporation 1993 - 2000
Skills
Bonds, Fixed Income, Fixed Income Research, Financial Institutions
Education
Harvard University 1969 — 1973
A.B., History
Noah Bloom's Morgan Stanley Experience July 2011 - May 2013
Job Associate at Sonenshine Partners
Industry Financial Services
Experience
Sonenshine Partners December 2014 - Present
Travel Sabbatical February 2014 - August 2014
Ares Management June 2013 - December 2013
Morgan Stanley July 2011 - May 2013
Citigroup July 2010 - September 2010
JP Morgan Chase April 2010 - June 2010
Skills
Equities, Bloomberg, Financial Analysis, Private Equity, Investments, High Yield, Corporate Finance
Education
The London School of Economics and Political Science (LSE) 2009 — 2010
MSc, International Relations
Harvard University 2005 — 2009
BA, Government
Lycee International St Germain en Laye 2002 — 2005
Bac OIB, ES
Sonenshine Partners December 2014 - Present
Travel Sabbatical February 2014 - August 2014
Ares Management June 2013 - December 2013
Morgan Stanley July 2011 - May 2013
Citigroup July 2010 - September 2010
JP Morgan Chase April 2010 - June 2010
Skills
Equities, Bloomberg, Financial Analysis, Private Equity, Investments, High Yield, Corporate Finance
Education
The London School of Economics and Political Science (LSE) 2009 — 2010
MSc, International Relations
Harvard University 2005 — 2009
BA, Government
Lycee International St Germain en Laye 2002 — 2005
Bac OIB, ES
Patric Reilly's Morgan Stanley Experience
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley
Skills
Fixed Income, Equities, Investment Banking, Hedge Funds, Capital Markets, Derivatives, Prime Brokerage, Alternative Investments, Series 7, Equity Derivatives, Trading Systems, Structured Products
Education
Harvard University
Morgan Stanley
Skills
Fixed Income, Equities, Investment Banking, Hedge Funds, Capital Markets, Derivatives, Prime Brokerage, Alternative Investments, Series 7, Equity Derivatives, Trading Systems, Structured Products
Education
Harvard University
John Philip Gobok's Morgan Stanley Experience June 2011 - August 2011
Job Associate at Sansome Partners
Industry Investment Management
Experience
Sansome Partners August 2014 - Present
Evercore Partners June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
AD Capital (fka Asuka DBJ Partners) May 2010 - July 2010
Weatherhead Center for International Affairs, Harvard University October 2009 - May 2010
Central Philippines Zonal Research Center May 2009 - August 2009
Education
Harvard University 2008 — 2012
A.B. Honors, Cum Laude, Economics, East Asian Studies
Temasek Junior College 2004 — 2007
GCE A Levels
Sansome Partners August 2014 - Present
Evercore Partners June 2012 - July 2014
Morgan Stanley June 2011 - August 2011
AD Capital (fka Asuka DBJ Partners) May 2010 - July 2010
Weatherhead Center for International Affairs, Harvard University October 2009 - May 2010
Central Philippines Zonal Research Center May 2009 - August 2009
Education
Harvard University 2008 — 2012
A.B. Honors, Cum Laude, Economics, East Asian Studies
Temasek Junior College 2004 — 2007
GCE A Levels
Neal Doying, CFA's Morgan Stanley Experience 1993 - 2000
Job Portfolio Manager/Analyst at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management 2006 - Present
ING Investment Management 2005 - 2006
Fiduciary Trust Company 2002 - 2005
Forsyth Capital Management 2000 - 2001
Morgan Stanley 1993 - 2000
Baring Securities 1989 - 1993
New United Motors Manufacturing Inc 1984 - 1986
Skills
Equity Research, Equities, Investment Management, Asset Managment, Valuation, Portfolio Management, Investments, Asset Allocation, Bloomberg, Financial Modeling
Education
Harvard University
MA, East Asian Studies
University of California, Berkeley
BA, Japanese
Lazard Asset Management 2006 - Present
ING Investment Management 2005 - 2006
Fiduciary Trust Company 2002 - 2005
Forsyth Capital Management 2000 - 2001
Morgan Stanley 1993 - 2000
Baring Securities 1989 - 1993
New United Motors Manufacturing Inc 1984 - 1986
Skills
Equity Research, Equities, Investment Management, Asset Managment, Valuation, Portfolio Management, Investments, Asset Allocation, Bloomberg, Financial Modeling
Education
Harvard University
MA, East Asian Studies
University of California, Berkeley
BA, Japanese
K.C. Klegar's Morgan Stanley Experience 1991 - 1995
Job
Industry
Experience
EverGreen Education & Consulting 2012 - Present
Traxis Partners 2009 - 2011
Nomura Securities 2006 - 2009
Loxias Fund Management, LLC 2004 - 2006
Neuberger Berman 1996 - 2004
Morgan Stanley 1991 - 1995
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (MBA), Finance, General, Palmer Scholar (Top 5% of Class)
Harvard University 1987 — 1991
Bachelor of Arts (BA), Political Science and Government, John Harvard & Harvard College Scholarships
The London School of Economics and Political Science (LSE) 1989 — 1989
International Economics
EverGreen Education & Consulting 2012 - Present
Traxis Partners 2009 - 2011
Nomura Securities 2006 - 2009
Loxias Fund Management, LLC 2004 - 2006
Neuberger Berman 1996 - 2004
Morgan Stanley 1991 - 1995
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (MBA), Finance, General, Palmer Scholar (Top 5% of Class)
Harvard University 1987 — 1991
Bachelor of Arts (BA), Political Science and Government, John Harvard & Harvard College Scholarships
The London School of Economics and Political Science (LSE) 1989 — 1989
International Economics
Jordan McNulty's Morgan Stanley Experience June 2012 - August 2012
Job Associate Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company June 2013 - Present
Morgan Stanley June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research, Social Media, Public Speaking, Data Analysis, Microsoft Word
Education
Harvard University 2009 — 2013
Bain & Company June 2013 - Present
Morgan Stanley June 2012 - August 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Research, Social Media, Public Speaking, Data Analysis, Microsoft Word
Education
Harvard University 2009 — 2013
Peter Z. Gong's Morgan Stanley Experience July 2010 - August 2012
Job Associate Director at Kylin Management
Industry Investment Management
Experience
Kylin Management February 2013 - Present
TPG Capital July 2012 - February 2013
Morgan Stanley July 2010 - August 2012
Goldman Sachs June 2009 - August 2009
Skills
Valuation, Private Equity, Financial Modeling, Investment Banking, Hedge Funds, Bloomberg, Equities, Capital Markets, Corporate Finance, LBO, Fixed Income, Emerging Markets, Equity Research, Investments, Due Diligence, Venture Capital, Financial Analysis, Mergers & Acquisitions, DCF, Capital IQ
Education
Harvard University 2009 — 2010
M.S., Applied Mathematics
Harvard University 2006 — 2010
B.A., Economics
Cherry Hill High School East, NJ 2002 — 2006
Kylin Management February 2013 - Present
TPG Capital July 2012 - February 2013
Morgan Stanley July 2010 - August 2012
Goldman Sachs June 2009 - August 2009
Skills
Valuation, Private Equity, Financial Modeling, Investment Banking, Hedge Funds, Bloomberg, Equities, Capital Markets, Corporate Finance, LBO, Fixed Income, Emerging Markets, Equity Research, Investments, Due Diligence, Venture Capital, Financial Analysis, Mergers & Acquisitions, DCF, Capital IQ
Education
Harvard University 2009 — 2010
M.S., Applied Mathematics
Harvard University 2006 — 2010
B.A., Economics
Cherry Hill High School East, NJ 2002 — 2006
Jason Kirschner's Morgan Stanley Experience 2000 - 2002
Job Partner at Emerging Sovereign Group
Industry Financial Services
Experience
Emerging Sovereign Group 2003 - Present
Coatue Management 2002 - 2003
Morgan Stanley 2000 - 2002
Education
Harvard University 1996 — 2000
BS, Economics
Emerging Sovereign Group 2003 - Present
Coatue Management 2002 - 2003
Morgan Stanley 2000 - 2002
Education
Harvard University 1996 — 2000
BS, Economics
John Nicholas's Morgan Stanley Experience 2000 - 2002
Job Partner at Chicago Partners Wealth Advisors
Industry Financial Services
Experience
Chicago Partners Wealth Advisors May 2014 - Present
Guggenheim Partners 2010 - November 2013
Vulcan Capital Management 2007 - 2009
HFR Asset Management 2002 - 2007
Morgan Stanley 2000 - 2002
Harris Bank 1996 - 2000
Skills
Asset Allocation, Investment Advisory, Portfolio Management, Equities, Fixed Income, Hedge Funds, Alternative Investments, Tactical Asset..., Private Equity, Fund of Funds, Institutional..., Investments
Education
Harvard University
Bachelor of Arts (B.A.), magna cum laude
J.D., Northwestern University School of Law
Doctor of Law (J.D.)
Chicago Partners Wealth Advisors May 2014 - Present
Guggenheim Partners 2010 - November 2013
Vulcan Capital Management 2007 - 2009
HFR Asset Management 2002 - 2007
Morgan Stanley 2000 - 2002
Harris Bank 1996 - 2000
Skills
Asset Allocation, Investment Advisory, Portfolio Management, Equities, Fixed Income, Hedge Funds, Alternative Investments, Tactical Asset..., Private Equity, Fund of Funds, Institutional..., Investments
Education
Harvard University
Bachelor of Arts (B.A.), magna cum laude
J.D., Northwestern University School of Law
Doctor of Law (J.D.)
Jim Tilley's Morgan Stanley Experience 1983 - 2001
Job Author
Industry Writing and Editing
Experience
Hudson Valley Writers' Center June 2011 - April 2014
Red Hen Press June 2010 - February 2013
Morgan Stanley 1983 - 2001
AXA Equitable 1981 - 1983
John Hancock Financial Services 1978 - 1981
Sun Life Financial 1975 - 1978
Skills
Ebooks, Fiction, Publishing, Fiction Writing, Novels, Memoir, Short Stories, Freelance Writing, Published Author, Non-fiction, Poetry, Literature, Web Content, Publications, Books, Creative Writing, Editing, Risk Management, Management, Copy Editing, Equities, Blogging
Education
Harvard University 1971 — 1975
Doctor of Philosophy (Ph.D.), Physics
McGill University 1967 — 1971
Bachelor of Science (B.Sc.), Honours Physics
Hudson Valley Writers' Center June 2011 - April 2014
Red Hen Press June 2010 - February 2013
Morgan Stanley 1983 - 2001
AXA Equitable 1981 - 1983
John Hancock Financial Services 1978 - 1981
Sun Life Financial 1975 - 1978
Skills
Ebooks, Fiction, Publishing, Fiction Writing, Novels, Memoir, Short Stories, Freelance Writing, Published Author, Non-fiction, Poetry, Literature, Web Content, Publications, Books, Creative Writing, Editing, Risk Management, Management, Copy Editing, Equities, Blogging
Education
Harvard University 1971 — 1975
Doctor of Philosophy (Ph.D.), Physics
McGill University 1967 — 1971
Bachelor of Science (B.Sc.), Honours Physics
Gary Pelissier's Morgan Stanley Experience June 2010 - July 2013
Job MBA Candidate at Stanford Graduate School of Business
Industry Financial Services
Experience
Social Finance, Inc. February 2014 - July 2015
Social Finance, Inc. August 2013 - January 2014
Morgan Stanley June 2010 - July 2013
Skills
Financial Modeling, Due Diligence, Capital Markets, Bloomberg, Quantitative Analytics
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (MBA)
Harvard College 2007 — 2011
Bachelor of Arts (B.A.), History and Literature; Economics
Hopkins Academy 2003 — 2007
Social Finance, Inc. February 2014 - July 2015
Social Finance, Inc. August 2013 - January 2014
Morgan Stanley June 2010 - July 2013
Skills
Financial Modeling, Due Diligence, Capital Markets, Bloomberg, Quantitative Analytics
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (MBA)
Harvard College 2007 — 2011
Bachelor of Arts (B.A.), History and Literature; Economics
Hopkins Academy 2003 — 2007
Kavita Narayanadas's Morgan Stanley Experience July 2009 - March 2010
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company September 2014 - Present
ISI Group March 2010 - July 2012
Morgan Stanley July 2009 - March 2010
Skills
Equity Research, Financial Modeling, Valuation, Financial Analysis, Data Analysis, Management Consulting, Corporate Finance, Research, Private Equity, Emerging Markets, Economics, Equities, Equity Valuation, Fixed Income, Capital Markets, Investments, Stata, Bloomberg
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
Harvard University 2005 — 2009
BA
Whitney High School 1999 — 2005
McKinsey & Company September 2014 - Present
ISI Group March 2010 - July 2012
Morgan Stanley July 2009 - March 2010
Skills
Equity Research, Financial Modeling, Valuation, Financial Analysis, Data Analysis, Management Consulting, Corporate Finance, Research, Private Equity, Emerging Markets, Economics, Equities, Equity Valuation, Fixed Income, Capital Markets, Investments, Stata, Bloomberg
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA)
Harvard University 2005 — 2009
BA
Whitney High School 1999 — 2005
Rodrigo Novo de Oliveira's Morgan Stanley Experience February 2015 - Present
Job Morgan Stanley Wealth Managemet
Industry Financial Services
Experience
Morgan Stanley February 2015 - Present
RBC Capital Markets October 2012 - January 2015
Merrill Lynch May 1998 - October 2012
POLTI SPA 1996 - 1998
Bank of Boston 1995 - 1996
Banco Sudameris do Brasil 1993 - 1995
Skills
Series 7, Series 66, Wealth Management, Fixed Income, Asset Allocation, Investment Advisory, Investment Strategies, Mutual Funds, Equities, Alternative Investments, Securities, Portfolio Management, Investments, Private Banking, Uniform Combined State..., ETFs, Trust Services, Series 63, High Net Worth..., Wealth Management..., Separately Managed..., Hedge Funds, Bonds, FINRA, Structured Products, Capital Markets, Investment Management, Asset Management, Financial Advisory, Financial Markets, Options, Derivatives
Education
Harvard University 2009 — 2009
Executive Program, Financial Advisor Executive Program
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Program, Leadership for Financial Advisors
Ibmec 1993 — 1995
MBA, Finance
Universidade Paulista 1988 — 1992
Bachelor, Business Administration
Morgan Stanley February 2015 - Present
RBC Capital Markets October 2012 - January 2015
Merrill Lynch May 1998 - October 2012
POLTI SPA 1996 - 1998
Bank of Boston 1995 - 1996
Banco Sudameris do Brasil 1993 - 1995
Skills
Series 7, Series 66, Wealth Management, Fixed Income, Asset Allocation, Investment Advisory, Investment Strategies, Mutual Funds, Equities, Alternative Investments, Securities, Portfolio Management, Investments, Private Banking, Uniform Combined State..., ETFs, Trust Services, Series 63, High Net Worth..., Wealth Management..., Separately Managed..., Hedge Funds, Bonds, FINRA, Structured Products, Capital Markets, Investment Management, Asset Management, Financial Advisory, Financial Markets, Options, Derivatives
Education
Harvard University 2009 — 2009
Executive Program, Financial Advisor Executive Program
University of Pennsylvania - The Wharton School 2008 — 2008
Executive Program, Leadership for Financial Advisors
Ibmec 1993 — 1995
MBA, Finance
Universidade Paulista 1988 — 1992
Bachelor, Business Administration
Kenneth M. Corroon's Morgan Stanley Experience June 1999 - December 2001
Job Founder & CEO at Homeostasis Laboratories, Inc.
Industry Pharmaceuticals
Experience
Aponia Laboratories, Inc. February 2010 - Present
Homeostasis Laboratories, Inc. January 2009 - August 2014
Harmony Pharmacy & Health Center, Inc. March 2005 - December 2008
UBS Investment Bank January 2002 - September 2005
Morgan Stanley June 1999 - December 2001
Education
University of Oxford 2014 — 2016
Master of Science in Major Programme Management, Merton College, Oxford
Harvard University
Master of Arts in Government, International Business/Trade/Commerce
The London School of Economics and Political Science (LSE)
Master of Science in Healthcare Economics, Policy & Management
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance & Accounting
Aponia Laboratories, Inc. February 2010 - Present
Homeostasis Laboratories, Inc. January 2009 - August 2014
Harmony Pharmacy & Health Center, Inc. March 2005 - December 2008
UBS Investment Bank January 2002 - September 2005
Morgan Stanley June 1999 - December 2001
Education
University of Oxford 2014 — 2016
Master of Science in Major Programme Management, Merton College, Oxford
Harvard University
Master of Arts in Government, International Business/Trade/Commerce
The London School of Economics and Political Science (LSE)
Master of Science in Healthcare Economics, Policy & Management
The University of Chicago - Booth School of Business
Master of Business Administration (MBA), Finance & Accounting
Freddy Alden's Morgan Stanley Experience August 2007 - April 2008
Job Assistant Vice President, Private Banking and Investment Group at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2008 - Present
Morgan Stanley August 2007 - April 2008
HNW 2002 - 2005
Goldman Sachs 2000 - 2001
Skills
Investments, Portfolio Management, Financial Modeling, Alternative Investments, Hedge Funds, Capital Markets, Financial Analysis, Due Diligence, Wealth Management, Strategy, Asset Allocation, Investment Management, Private Foundations, Research, Emerging Markets, Foreign Currency, Private Equity, Trading, Equities, Equity Derivatives, Fixed Income, Private Banking, Finance, Wealth Management..., Valuation, Bloomberg, Securities, Investment Strategies
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2004 — 2006
MA, International Finance and Economics
Harvard University 1995 — 2000
AB, History, cum Laude
Pine Crest School
Merrill Lynch April 2008 - Present
Morgan Stanley August 2007 - April 2008
HNW 2002 - 2005
Goldman Sachs 2000 - 2001
Skills
Investments, Portfolio Management, Financial Modeling, Alternative Investments, Hedge Funds, Capital Markets, Financial Analysis, Due Diligence, Wealth Management, Strategy, Asset Allocation, Investment Management, Private Foundations, Research, Emerging Markets, Foreign Currency, Private Equity, Trading, Equities, Equity Derivatives, Fixed Income, Private Banking, Finance, Wealth Management..., Valuation, Bloomberg, Securities, Investment Strategies
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2004 — 2006
MA, International Finance and Economics
Harvard University 1995 — 2000
AB, History, cum Laude
Pine Crest School
Paul Schlick's Morgan Stanley Experience September 1999 - May 2010
Job Managing Director, Senior Portfolio Manager at WSFA Groups
Industry Investment Management
Experience
WSFA Groups July 2010 - Present
Morgan Stanley September 1999 - May 2010
Hedge fund September 1995 - April 1997
Education
Harvard University 1997 — 1999
MBA
Johns Hopkins University 1988 — 1992
BS, Comparative Literature
WSFA Groups July 2010 - Present
Morgan Stanley September 1999 - May 2010
Hedge fund September 1995 - April 1997
Education
Harvard University 1997 — 1999
MBA
Johns Hopkins University 1988 — 1992
BS, Comparative Literature
Griffin Schumacher's Morgan Stanley Experience May 2014 - Present
Job Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Harvard University September 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching
Education
Harvard University 2011 — 2015
Bachelor of Arts (BA)
Morgan Stanley May 2014 - Present
Harvard University September 2011 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching
Education
Harvard University 2011 — 2015
Bachelor of Arts (BA)
Kirsten Nyborg's Morgan Stanley Experience November 2011 - Present
Job Operations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2011 - Present
Education
University of Cambridge 2007 — 2009
Master of Arts (M.A.), English Literature (British and Commonwealth)
Harvard College 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Morgan Stanley November 2011 - Present
Education
University of Cambridge 2007 — 2009
Master of Arts (M.A.), English Literature (British and Commonwealth)
Harvard College 2002 — 2006
Bachelor of Arts (B.A.), English Language and Literature, General
Kevin Mailender's Morgan Stanley Experience 2000 - 2002
Job Partner at Oak Hill Capital
Industry Venture Capital & Private Equity
Flora Chao's Morgan Stanley Experience 2005 - 2008
Job Senior Financial Officer at IFC International Finance Corporation
Industry Financial Services
Experience
IFC - International Finance Corporation 2008 - Present
Morgan Stanley 2005 - 2008
Goldman Sachs 2004 - 2005
Education
Harvard University
Bachelor's Degree, Applied Mathematics
Princeton University
Master's Degree, Finance
IFC - International Finance Corporation 2008 - Present
Morgan Stanley 2005 - 2008
Goldman Sachs 2004 - 2005
Education
Harvard University
Bachelor's Degree, Applied Mathematics
Princeton University
Master's Degree, Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS