Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
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Morgan Stanley Employees
Employee
Years
Job
Industry
Kevin Byron Kevin Byron's Morgan Stanley Experience May 2012 - August 2012
Job Project Leader at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group August 2014 - Present
The Boston Consulting Group August 2012 - Present
Morgan Stanley May 2012 - August 2012
Deloitte August 2005 - July 2009
Skills
Investment Banking, Management Consulting, Financial Modeling, Strategy, Business Strategy, Strategic Consulting, Economics, Organizational Design, Financial Analysis, Business Transformation, Corporate Development, Due Diligence, Growth Strategies, Corporate Finance, Private Equity
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
Harvard University, John F. Kennedy School of Government 2010 — 2012
Master's Degree, Masters in Public Administration
Washington University in St. Louis 2001 — 2005
Bachelor's Degree, Economics and Finance
The Boston Consulting Group August 2014 - Present
The Boston Consulting Group August 2012 - Present
Morgan Stanley May 2012 - August 2012
Deloitte August 2005 - July 2009
Skills
Investment Banking, Management Consulting, Financial Modeling, Strategy, Business Strategy, Strategic Consulting, Economics, Organizational Design, Financial Analysis, Business Transformation, Corporate Development, Due Diligence, Growth Strategies, Corporate Finance, Private Equity
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration (M.B.A.), Business Administration and Management, General
Harvard University, John F. Kennedy School of Government 2010 — 2012
Master's Degree, Masters in Public Administration
Washington University in St. Louis 2001 — 2005
Bachelor's Degree, Economics and Finance
Susan Kless Susan Kless's Morgan Stanley Experience 1989 - 1990
Job Retirement Plan Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Mercer (Previously Putnam Investments) January 2005 - July 2013
Putnam Investments 1996 - December 2004
Bank of Hawaii (previously Hawaiian Trust Company, Limited) 1993 - 1996
PaineWebber 1990 - 1992
Morgan Stanley 1989 - 1990
Hewlett-Packard 1987 - 1989
Skills
Leadership, Pensions, 401k, Employee Benefits, Defined Benefit, Benefits Administration, Retirement, Financial Services, Retirement Planning, Mutual Funds Management, Risk Management, Customer Service, Team Building, Mutual Funds, Defined Contribution, Pension Administration, Business Planning, Insurance, Relationship Management, Series 6, CRM, Investments
Education
Hawaii Pacific University 1993 — 1996
BSBA, Business
Fidelity Investments November 2013 - Present
Mercer (Previously Putnam Investments) January 2005 - July 2013
Putnam Investments 1996 - December 2004
Bank of Hawaii (previously Hawaiian Trust Company, Limited) 1993 - 1996
PaineWebber 1990 - 1992
Morgan Stanley 1989 - 1990
Hewlett-Packard 1987 - 1989
Skills
Leadership, Pensions, 401k, Employee Benefits, Defined Benefit, Benefits Administration, Retirement, Financial Services, Retirement Planning, Mutual Funds Management, Risk Management, Customer Service, Team Building, Mutual Funds, Defined Contribution, Pension Administration, Business Planning, Insurance, Relationship Management, Series 6, CRM, Investments
Education
Hawaii Pacific University 1993 — 1996
BSBA, Business
Andrew McClure Andrew McClure's Morgan Stanley Experience June 2015 - August 2015
Job Summer Associate at Morgan Stanley
Industry Financial Services
Experience
United States Marine Forces Reserve August 2014 - Present
Morgan Stanley June 2015 - August 2015
United States Marine Corps August 2012 - July 2014
United States Marine Corps December 2010 - July 2012
United States Marine Corps September 2010 - November 2010
United States Marine Corps September 2009 - August 2010
Skills
Military, Military Operations, Military Experience, Command, Operational Planning, National Security, Weapons, Counterinsurgency, Force Protection, Afghanistan, Top Secret, Military Training, Marine Corps, Combat, Defense, Intelligence Analysis
Education
Harvard University, John F. Kennedy School of Government 2015 — 2017
Masters of Public Administration (MPA)
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2017
Master of Business Administration (MBA), Entrepreneurship & Innovation
United States Naval Academy 2004 — 2008
Bachelor of Science (B.S.), Astrophysics, With Merit
United States Marine Forces Reserve August 2014 - Present
Morgan Stanley June 2015 - August 2015
United States Marine Corps August 2012 - July 2014
United States Marine Corps December 2010 - July 2012
United States Marine Corps September 2010 - November 2010
United States Marine Corps September 2009 - August 2010
Skills
Military, Military Operations, Military Experience, Command, Operational Planning, National Security, Weapons, Counterinsurgency, Force Protection, Afghanistan, Top Secret, Military Training, Marine Corps, Combat, Defense, Intelligence Analysis
Education
Harvard University, John F. Kennedy School of Government 2015 — 2017
Masters of Public Administration (MPA)
Massachusetts Institute of Technology - Sloan School of Management 2014 — 2017
Master of Business Administration (MBA), Entrepreneurship & Innovation
United States Naval Academy 2004 — 2008
Bachelor of Science (B.S.), Astrophysics, With Merit
Chuck Wisse Chuck Wisse's Morgan Stanley Experience February 1993 - December 2003
Job Quality Engineer at SSL
Industry Defense & Space
Experience
SSL July 2009 - Present
Santa Cruz Bicycles September 2006 - March 2008
Big Creek Lumber Company July 2004 - September 2006
UBOC Investment Services December 2003 - July 2004
Morgan Stanley February 1993 - December 2003
AVP Vision Plans November 1991 - February 1993
Dean Witter Reynolds January 1990 - September 1991
Integrated Device Technology May 1988 - December 1989
Intel February 1987 - May 1988
Intel January 1984 - February 1987
Skills
Testing, Manufacturing, Engineering, Quality Assurance, Six Sigma, Software Documentation, Program Management, Quality Control, Continuous Improvement, Engineering Management, Aerospace, Root Cause Analysis
Education
Hawkeye Community College 1975 — 1978
AASEE, Electronic Engineering
SSL July 2009 - Present
Santa Cruz Bicycles September 2006 - March 2008
Big Creek Lumber Company July 2004 - September 2006
UBOC Investment Services December 2003 - July 2004
Morgan Stanley February 1993 - December 2003
AVP Vision Plans November 1991 - February 1993
Dean Witter Reynolds January 1990 - September 1991
Integrated Device Technology May 1988 - December 1989
Intel February 1987 - May 1988
Intel January 1984 - February 1987
Skills
Testing, Manufacturing, Engineering, Quality Assurance, Six Sigma, Software Documentation, Program Management, Quality Control, Continuous Improvement, Engineering Management, Aerospace, Root Cause Analysis
Education
Hawkeye Community College 1975 — 1978
AASEE, Electronic Engineering
Charles Kochel Charles Kochel's Morgan Stanley Experience January 2003 - December 2008
Job Invest and Do Good. Helping foundations and families align their financial resources with what matters most.
Industry Financial Services
Experience
Yield Wealth Management October 2014 - Present
Abacus Wealth Partners September 2012 - 2014
Merrill Lynch August 2008 - June 2011
Morgan Stanley January 2003 - December 2008
Citi January 1999 - December 2003
Skills
Wealth Management, Investments, Financial Advisory, Portfolio Management, Finance, Estate Planning, Management, Retirement, Wealth, Investment Management, Insurance, Retirement Planning
Education
Cannon Financial Institute 2005 — 2006
Morgan Stanley Wealth Advisor Graduate Program, Financial Planning and Services
Merrill Lynch Team Training 2009 — 2009
Banking and Financial Support Services
Merrill Lynch Financial Marketing Training 2006 — 2010
Financial Marketing
Smith Barney Wealth Management Training 2000 — 2003
Finance and Financial Management Services
Citigroup Team Training 2002 — 2002
Finance, General
Henderson State University 1996 — 1998
Bachelor of Business Administration (BBA), Management, Marketing
Ouachita Baptist University 1994 — 1997
Marketing, Management, Business, Finance
Yield Wealth Management October 2014 - Present
Abacus Wealth Partners September 2012 - 2014
Merrill Lynch August 2008 - June 2011
Morgan Stanley January 2003 - December 2008
Citi January 1999 - December 2003
Skills
Wealth Management, Investments, Financial Advisory, Portfolio Management, Finance, Estate Planning, Management, Retirement, Wealth, Investment Management, Insurance, Retirement Planning
Education
Cannon Financial Institute 2005 — 2006
Morgan Stanley Wealth Advisor Graduate Program, Financial Planning and Services
Merrill Lynch Team Training 2009 — 2009
Banking and Financial Support Services
Merrill Lynch Financial Marketing Training 2006 — 2010
Financial Marketing
Smith Barney Wealth Management Training 2000 — 2003
Finance and Financial Management Services
Citigroup Team Training 2002 — 2002
Finance, General
Henderson State University 1996 — 1998
Bachelor of Business Administration (BBA), Management, Marketing
Ouachita Baptist University 1994 — 1997
Marketing, Management, Business, Finance
Patrick Lecuyer Patrick Lecuyer's Morgan Stanley Experience May 2015 - Present
Job VicePresident Security Architecture
Industry Information Technology and Services
Experience
Morgan Stanley May 2015 - Present
ÉCOLE POLYTECHNIQUE DE MONTRÉAL August 2013 - Present
Morgan Stanley January 2015 - May 2015
Domtar September 2013 - May 2015
Cirque du Soleil November 2012 - August 2013
FXinnovation July 2012 - May 2013
FXinnovation October 2011 - July 2012
FXinnovation February 2010 - July 2011
Michel Victor Media Inc. 2010 - 2011
FXinnovation 2004 - February 2010
Skills
ITIL, Cloud Computing, IT Architecture, IT Project Management, Unix, Windows, Network Security, Network Administration, IT Security Policies, IT Security Operations, IT Security Assessments, IT Service Management, System Monitoring, Architecture, IT Operations, IT Strategy, Active Directory, Project Management, Virtualization, Windows Server, Outsourcing, IT Management, Enterprise Architecture, Architectures, Solution Architecture
Education
HEC Montréal 2001 — 2005
BAA, Management
Université de Montréal 2000 — 2001
Major, Computer Science
Cegep Andre-Laurendeau 1997 — 1999
Baccalaureat Intenational, Sciences Pures
Morgan Stanley May 2015 - Present
ÉCOLE POLYTECHNIQUE DE MONTRÉAL August 2013 - Present
Morgan Stanley January 2015 - May 2015
Domtar September 2013 - May 2015
Cirque du Soleil November 2012 - August 2013
FXinnovation July 2012 - May 2013
FXinnovation October 2011 - July 2012
FXinnovation February 2010 - July 2011
Michel Victor Media Inc. 2010 - 2011
FXinnovation 2004 - February 2010
Skills
ITIL, Cloud Computing, IT Architecture, IT Project Management, Unix, Windows, Network Security, Network Administration, IT Security Policies, IT Security Operations, IT Security Assessments, IT Service Management, System Monitoring, Architecture, IT Operations, IT Strategy, Active Directory, Project Management, Virtualization, Windows Server, Outsourcing, IT Management, Enterprise Architecture, Architectures, Solution Architecture
Education
HEC Montréal 2001 — 2005
BAA, Management
Université de Montréal 2000 — 2001
Major, Computer Science
Cegep Andre-Laurendeau 1997 — 1999
Baccalaureat Intenational, Sciences Pures
Christine Priori Christine Priori's Morgan Stanley Experience July 2006 - April 2007
Job MBA/MPH Candidate at the University of Michigan
Industry Civic & Social Organization
Experience
Keeling & Associates, LLC July 2011 - June 2014
Keeling & Associates, LLC July 2009 - June 2011
Diane von Furstenberg May 2007 - December 2008
Morgan Stanley July 2006 - April 2007
Skills
Strategic Planning, Higher Education, Program Evaluation, Public Speaking, Leadership Development, Social Media, Leadership, Program Development, Data Analysis, Research
Education
University of Michigan 2014 — 2017
Master of Public Health (MPH), Health Policy
University of Michigan - Stephen M. Ross School of Business 2014 — 2017
Master of Business Administration (MBA)
Haverford College 2002 — 2006
BA, Economics and Spanish
Keeling & Associates, LLC July 2011 - June 2014
Keeling & Associates, LLC July 2009 - June 2011
Diane von Furstenberg May 2007 - December 2008
Morgan Stanley July 2006 - April 2007
Skills
Strategic Planning, Higher Education, Program Evaluation, Public Speaking, Leadership Development, Social Media, Leadership, Program Development, Data Analysis, Research
Education
University of Michigan 2014 — 2017
Master of Public Health (MPH), Health Policy
University of Michigan - Stephen M. Ross School of Business 2014 — 2017
Master of Business Administration (MBA)
Haverford College 2002 — 2006
BA, Economics and Spanish
Paresh Oza Paresh Oza's Morgan Stanley Experience February 2006 - October 2013
Job ETL & Data Warehouse Consultant
Industry Information Technology and Services
Experience
Qlarion November 2014 - Present
Pepsico November 2013 - Present
Morgan Stanley February 2006 - October 2013
Skills
PL/SQL, Unix, Unix Shell Scripting, SQL, Sybase, SDLC, ETL, Perl, Requirements Analysis, Databases, Database Design, Data Modeling
Education
Hemchandracharya North Gujarat University
Bachelor's degree, Computer Engineering
Qlarion November 2014 - Present
Pepsico November 2013 - Present
Morgan Stanley February 2006 - October 2013
Skills
PL/SQL, Unix, Unix Shell Scripting, SQL, Sybase, SDLC, ETL, Perl, Requirements Analysis, Databases, Database Design, Data Modeling
Education
Hemchandracharya North Gujarat University
Bachelor's degree, Computer Engineering
Ginny Sims Ginny Sims's Morgan Stanley Experience 1994 - 1996
Job RN, B.A., M.F.A.
Industry Hospital & Health Care
Experience
Carle Foundation Hospital February 2014 - Present
University of Colorado Hospital June 2013 - October 2013
Carle Foundation Hospital October 2009 - June 2013
Minds in Motion - Lunch and Learn 2005 - 2008
University of Illinois at Urbana-Champaign 1999 - 2004
University of Illinois at Urbana-Champaign 1995 - 1999
Morgan Stanley 1994 - 1996
Skills
Research, Microsoft Excel, Microsoft Office, English, PowerPoint, Microsoft Word, Customer Service, Photoshop, HTML, Public Speaking, Teaching, Windows, Budgets, Editing, Outlook, Clinical Research, Healthcare Management
Education
University of Illinois at Urbana-Champaign
Master's Degree, Theatre
Parkland College
Associate's Degree, Nursing
Hendrix College
Bachelor of Arts (BA), Music
Oklahoma City University
Master's degree, Opera Performance
Carle Foundation Hospital February 2014 - Present
University of Colorado Hospital June 2013 - October 2013
Carle Foundation Hospital October 2009 - June 2013
Minds in Motion - Lunch and Learn 2005 - 2008
University of Illinois at Urbana-Champaign 1999 - 2004
University of Illinois at Urbana-Champaign 1995 - 1999
Morgan Stanley 1994 - 1996
Skills
Research, Microsoft Excel, Microsoft Office, English, PowerPoint, Microsoft Word, Customer Service, Photoshop, HTML, Public Speaking, Teaching, Windows, Budgets, Editing, Outlook, Clinical Research, Healthcare Management
Education
University of Illinois at Urbana-Champaign
Master's Degree, Theatre
Parkland College
Associate's Degree, Nursing
Hendrix College
Bachelor of Arts (BA), Music
Oklahoma City University
Master's degree, Opera Performance
Irene Velasco Irene Velasco's Morgan Stanley Experience April 2003 - November 2008
Job User Experience | Product Manager at the JAR Group (Consultant)
Industry Information Technology and Services
Experience
the JAR Group January 2009 - June 2014
Clubhouse of Suffolk September 2011 - May 2012
Pederson-Krag Center June 2009 - March 2010
Morgan Stanley April 2003 - November 2008
New York University January 2002 - May 2003
AM Security (Contract) May 2002 - September 2002
Euro RSCG (Contract) January 2002 - March 2002
Scient November 2000 - May 2001
Xceed Inc September 1999 - September 2000
Goldman Sachs March 1998 - June 1999
Skills
Business Analysis, User Experience, SDLC, Mobile Applications, Product Management, Strategy, CRM, Cross-functional Team..., Digital Marketing, Analysis, User Interface Design, Integrated Marketing
Education
New York University 2010 — 2010
School of Professional Studies
Stony Brook University 2009 — 2009
Psychology
Helsinki School of Economics 1997 — 1997
International Business
University of Dayton 1993 — 1997
B.S., Business; Marketing
the JAR Group January 2009 - June 2014
Clubhouse of Suffolk September 2011 - May 2012
Pederson-Krag Center June 2009 - March 2010
Morgan Stanley April 2003 - November 2008
New York University January 2002 - May 2003
AM Security (Contract) May 2002 - September 2002
Euro RSCG (Contract) January 2002 - March 2002
Scient November 2000 - May 2001
Xceed Inc September 1999 - September 2000
Goldman Sachs March 1998 - June 1999
Skills
Business Analysis, User Experience, SDLC, Mobile Applications, Product Management, Strategy, CRM, Cross-functional Team..., Digital Marketing, Analysis, User Interface Design, Integrated Marketing
Education
New York University 2010 — 2010
School of Professional Studies
Stony Brook University 2009 — 2009
Psychology
Helsinki School of Economics 1997 — 1997
International Business
University of Dayton 1993 — 1997
B.S., Business; Marketing
Rick Snow Rick Snow's Morgan Stanley Experience July 2001 - November 2002
Job Candidate for House District 47 at Maine Legislature
Industry Entertainment
Experience
Maine Indoor Karting January 2013 - Present
Maine Legislature January 2014 - November 2014
State of Maine Department of Labor July 2011 - January 2013
Maine Indoor Karting January 2003 - July 2011
US Navy 1978 - 2003
Morgan Stanley July 2001 - November 2002
Merrill Lynch July 1993 - July 2001
US Navy 1989 - 1990
Skills
Strategic Financial..., Strategic Planning, Team Building, Budgets, Leadership, Program Management, Public Speaking, Risk Management, Analysis, Change Management, Team Leadership, Project Management, Leadership Development, Coaching, Marketing, Security Clearance, Process Improvement, Operations Management, Military, Management, Management Consulting, Emergency Management, Nonprofits, Policy, Start-ups, Project Planning, Entrepreneurship, Government, Training, Negotiation, Social Media, Marketing Strategy, Navy, Small Business, Organizational..., Strategy, Fundraising, Public Relations, Contract Negotiation, Event Management, Business Planning, Business Development, Event Planning, Proposal Writing, Executive Management, Social Networking, Organizational..., New Business Development, Cross-functional Team..., Business Strategy
Education
Harvard University Kennedy School of Government 2012 — 2012
Senior Executives in State and Local Government
Harvard University, John F. Kennedy School of Government 2012 — 2012
Senior Executives in State and Local Government
United States Naval Academy 1981 — 1985
BS, Management
Greely High School 1975 — 1978
Maine Indoor Karting January 2013 - Present
Maine Legislature January 2014 - November 2014
State of Maine Department of Labor July 2011 - January 2013
Maine Indoor Karting January 2003 - July 2011
US Navy 1978 - 2003
Morgan Stanley July 2001 - November 2002
Merrill Lynch July 1993 - July 2001
US Navy 1989 - 1990
Skills
Strategic Financial..., Strategic Planning, Team Building, Budgets, Leadership, Program Management, Public Speaking, Risk Management, Analysis, Change Management, Team Leadership, Project Management, Leadership Development, Coaching, Marketing, Security Clearance, Process Improvement, Operations Management, Military, Management, Management Consulting, Emergency Management, Nonprofits, Policy, Start-ups, Project Planning, Entrepreneurship, Government, Training, Negotiation, Social Media, Marketing Strategy, Navy, Small Business, Organizational..., Strategy, Fundraising, Public Relations, Contract Negotiation, Event Management, Business Planning, Business Development, Event Planning, Proposal Writing, Executive Management, Social Networking, Organizational..., New Business Development, Cross-functional Team..., Business Strategy
Education
Harvard University Kennedy School of Government 2012 — 2012
Senior Executives in State and Local Government
Harvard University, John F. Kennedy School of Government 2012 — 2012
Senior Executives in State and Local Government
United States Naval Academy 1981 — 1985
BS, Management
Greely High School 1975 — 1978
Todd Najera's Morgan Stanley Experience 2006 - 2009
Job Vice President, Strategy & Finance at Materia
Industry Chemicals
Experience
Materia 2012 - Present
Standard Chartered Bank 2009 - 2011
Morgan Stanley 2006 - 2009
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1993 - 2000
Skills
Equities, Corporate Finance, Emerging Markets, Private Equity, Mergers, Investment Banking, Leveraged Finance, LBO, Mergers & Acquisitions, Project Finance, Strategy, Financial Services, Bonds, Finance
Education
Harvard University 1989 — 1993
AB, Government
Materia 2012 - Present
Standard Chartered Bank 2009 - 2011
Morgan Stanley 2006 - 2009
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1993 - 2000
Skills
Equities, Corporate Finance, Emerging Markets, Private Equity, Mergers, Investment Banking, Leveraged Finance, LBO, Mergers & Acquisitions, Project Finance, Strategy, Financial Services, Bonds, Finance
Education
Harvard University 1989 — 1993
AB, Government
Josh Lawlor's Morgan Stanley Experience April 2002 - October 2004
Job Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2014 - Present
Barclays April 2010 - August 2014
UBS March 2006 - April 2010
Credit Suisse October 2004 - March 2006
Morgan Stanley April 2002 - October 2004
Japan Exchange and Teaching Program(me) (JET) July 1999 - July 2001
Skills
PMO, Project Portfolio..., Management, Budgets, Business Process, Project Management, Business Analysis, Forecasting, Executive Reporting, Process Improvement, Program Management, Resource Management, Governance, Corporate Communications, SharePoint, Vendor Management, IT Strategy, Strategy, MS Project, Visio, Project Governance, Change Management, Dashboards, Microsoft Excel, Business Process..., Business Management, PowerPoint, Budgeting, Excel, Nintex Workflows, Clarity
Education
Haverford College 1995 — 1999
BA, Political Science
JPMorgan Chase & Co. August 2014 - Present
Barclays April 2010 - August 2014
UBS March 2006 - April 2010
Credit Suisse October 2004 - March 2006
Morgan Stanley April 2002 - October 2004
Japan Exchange and Teaching Program(me) (JET) July 1999 - July 2001
Skills
PMO, Project Portfolio..., Management, Budgets, Business Process, Project Management, Business Analysis, Forecasting, Executive Reporting, Process Improvement, Program Management, Resource Management, Governance, Corporate Communications, SharePoint, Vendor Management, IT Strategy, Strategy, MS Project, Visio, Project Governance, Change Management, Dashboards, Microsoft Excel, Business Process..., Business Management, PowerPoint, Budgeting, Excel, Nintex Workflows, Clarity
Education
Haverford College 1995 — 1999
BA, Political Science
Amandine Lobelle's Morgan Stanley Experience August 2013 - July 2014
Job Master in Public Policy Candidate, Harvard Kennedy School
Industry International Trade and Development
Experience
Morgan Stanley August 2013 - July 2014
Morgan Stanley July 2011 - August 2013
Morgan Stanley June 2010 - August 2010
UNHCR June 2009 - August 2009
Skills
Corporate Finance, Investment Banking, Financial Modeling, Microsoft Excel, Mergers & Acquisitions, Valuation, Public Speaking, Mergers, Bloomberg, Financial Analysis, LBO, Capital Markets, Private Equity
Education
Harvard University, John F. Kennedy School of Government 2014 — 2016
Master in Public Policy
Trinity College, Dublin 2007 — 2011
BA Hons., Economics, Business
American Embassy School, New Delhi 2004 — 2007
International Baccalaureate
Reddam House, Cape Town 2001 — 2004
Morgan Stanley August 2013 - July 2014
Morgan Stanley July 2011 - August 2013
Morgan Stanley June 2010 - August 2010
UNHCR June 2009 - August 2009
Skills
Corporate Finance, Investment Banking, Financial Modeling, Microsoft Excel, Mergers & Acquisitions, Valuation, Public Speaking, Mergers, Bloomberg, Financial Analysis, LBO, Capital Markets, Private Equity
Education
Harvard University, John F. Kennedy School of Government 2014 — 2016
Master in Public Policy
Trinity College, Dublin 2007 — 2011
BA Hons., Economics, Business
American Embassy School, New Delhi 2004 — 2007
International Baccalaureate
Reddam House, Cape Town 2001 — 2004
Mathieu Boisvert Théberge Mathieu Boisvert Théberge's Morgan Stanley Experience December 2014 - Present
Job Credit Research Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
KPMG September 2013 - November 2014
Education
HEC Montréal 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Budapesti Corvinus Egyetem 2011 — 2011
Business Administration and Management, General
Nouvelles-Frontières
Morgan Stanley December 2014 - Present
KPMG September 2013 - November 2014
Education
HEC Montréal 2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Budapesti Corvinus Egyetem 2011 — 2011
Business Administration and Management, General
Nouvelles-Frontières
Alexandra Durkin's Morgan Stanley Experience June 2014 - August 2014
Job Finance and Accounting Intern at PFCU
Industry Financial Services
Experience
PFCU May 2015 - Present
Mitchell Gold + Bob Williams April 2014 - Present
DiscoverExcursions January 2015 - May 2015
Morgan Stanley June 2014 - August 2014
Self-Employed May 2013 - August 2013
Route 66 May 2012 - August 2012
Infinitely Yours March 2011 - May 2012
Skills
Management, Spanish-speaking, Communication, Team Leadership, International Business, Time Management, Customer Service, Spanish, Microsoft Office
Education
High Point University 2012 — 2016
B.S.B.A., International Business
Nazareth Academy High School 2008 — 2012
Diploma
PFCU May 2015 - Present
Mitchell Gold + Bob Williams April 2014 - Present
DiscoverExcursions January 2015 - May 2015
Morgan Stanley June 2014 - August 2014
Self-Employed May 2013 - August 2013
Route 66 May 2012 - August 2012
Infinitely Yours March 2011 - May 2012
Skills
Management, Spanish-speaking, Communication, Team Leadership, International Business, Time Management, Customer Service, Spanish, Microsoft Office
Education
High Point University 2012 — 2016
B.S.B.A., International Business
Nazareth Academy High School 2008 — 2012
Diploma
Erica Buonassisi's Morgan Stanley Experience October 2000 - May 2006
Job Hospitality/Wine Industry/Sales
Industry Retail
Experience
Francis Ford Coppola Winery June 2012 - Present
Ceres Community Project February 2011 - November 2012
Sur La Table November 2011 - January 2012
Morgan Stanley Smith Barney May 2006 - April 2010
Morgan Stanley October 2000 - May 2006
Skills
Customer Service, Event Planning, Management, Training, Nonprofits
Education
High Point University
Bachelor of Science, Psychology
Francis Ford Coppola Winery June 2012 - Present
Ceres Community Project February 2011 - November 2012
Sur La Table November 2011 - January 2012
Morgan Stanley Smith Barney May 2006 - April 2010
Morgan Stanley October 2000 - May 2006
Skills
Customer Service, Event Planning, Management, Training, Nonprofits
Education
High Point University
Bachelor of Science, Psychology
M. Jonathan Will, AAMS®'s Morgan Stanley Experience 1999 - 2000
Job Investments, Retirement, Financial Management
Industry Financial Services
Experience
LPL Financial December 2011 - Present
Wells Fargo Advisors July 2000 - December 2011
Morgan Stanley 1999 - 2000
Skills
Investments, Retirement Planning, Financial Advisory, Investment Strategies, IRAs, Wealth Management, Mutual Funds, Education Funding, Investment Advisory, Retirement, Estate Planning, 401k, Strategic Financial..., Asset Allocation, Alternative Investments, Private Equity, Real Estate Private..., Hedge Funds, 401k Rollovers, Variable Annuities, Municipal Bonds, Fixed Annuities
Education
The Ohio State University 1994 — 1998
B.S., Personal Financial Management
Heidelberg University 1993 — 1994
Business
Dublin High School 1990 — 1993
LPL Financial December 2011 - Present
Wells Fargo Advisors July 2000 - December 2011
Morgan Stanley 1999 - 2000
Skills
Investments, Retirement Planning, Financial Advisory, Investment Strategies, IRAs, Wealth Management, Mutual Funds, Education Funding, Investment Advisory, Retirement, Estate Planning, 401k, Strategic Financial..., Asset Allocation, Alternative Investments, Private Equity, Real Estate Private..., Hedge Funds, 401k Rollovers, Variable Annuities, Municipal Bonds, Fixed Annuities
Education
The Ohio State University 1994 — 1998
B.S., Personal Financial Management
Heidelberg University 1993 — 1994
Business
Dublin High School 1990 — 1993
Negeen Darani's Morgan Stanley Experience 1999 - 2006
Job Executive Director, Harvard Humanitarian Initiative and Humanitarian Academy at Harvard
Industry Higher Education
Experience
Harvard University January 2012 - Present
Harvard University March 2007 - January 2012
Morgan Stanley 1999 - 2006
National Economic Research Associates 1996 - 1999
ICF Consulting 1995 - 1996
Harvard Electricity Policy Group 1994 - 1995
Berkeley Roundtable on the International Economy 1991 - 1993
Skills
Public Policy, Policy Analysis, Economics, Financial Analysis, Stata, Strategic Planning, Research, Financial Modeling, Public Finance, Team Leadership, Project Planning, Data Analysis, Nonprofits, International Relations, Leadership, Program Evaluation
Education
Harvard Kennedy School of Government
Certificate of Executive Education, Strategic Frameworks for Nonprofit Organizations
Harvard University Kennedy School of Government
Master of Public Policy
University of California, Berkeley
A.B. -- highest honors distinction
Harvard University January 2012 - Present
Harvard University March 2007 - January 2012
Morgan Stanley 1999 - 2006
National Economic Research Associates 1996 - 1999
ICF Consulting 1995 - 1996
Harvard Electricity Policy Group 1994 - 1995
Berkeley Roundtable on the International Economy 1991 - 1993
Skills
Public Policy, Policy Analysis, Economics, Financial Analysis, Stata, Strategic Planning, Research, Financial Modeling, Public Finance, Team Leadership, Project Planning, Data Analysis, Nonprofits, International Relations, Leadership, Program Evaluation
Education
Harvard Kennedy School of Government
Certificate of Executive Education, Strategic Frameworks for Nonprofit Organizations
Harvard University Kennedy School of Government
Master of Public Policy
University of California, Berkeley
A.B. -- highest honors distinction
Bob Feyes Bob Feyes's Morgan Stanley Experience 2010 - 2014
Job Training Consultant at North South Solutions LLC
Industry Professional Training & Coaching
Experience
North South Solutions LLC / The Training Associates January 2011 - Present
Morgan Stanley 2010 - 2014
Morgan Stanley 2010 - 2014
North South Solutions LLC / JPW Consulting 2008 - 2009
The Judge Group December 2006 - August 2007
HHC 416 Engineer Group April 2001 - January 2006
Skills
Instructor-led Training, Needs Analysis, CRM, Captivate, Learning Management, Learning Management..., Blended Learning, WebEx, Soft Skills, E-Learning, Adult Education, Technical Training, ADDIE, Training Delivery, Hands-on Training, Employee Training, Instructional Design, Training
Education
Heidelberg College 2000 — 2003
Bachelor of Science (B.S.), Computer Information Systems
North South Solutions LLC / The Training Associates January 2011 - Present
Morgan Stanley 2010 - 2014
Morgan Stanley 2010 - 2014
North South Solutions LLC / JPW Consulting 2008 - 2009
The Judge Group December 2006 - August 2007
HHC 416 Engineer Group April 2001 - January 2006
Skills
Instructor-led Training, Needs Analysis, CRM, Captivate, Learning Management, Learning Management..., Blended Learning, WebEx, Soft Skills, E-Learning, Adult Education, Technical Training, ADDIE, Training Delivery, Hands-on Training, Employee Training, Instructional Design, Training
Education
Heidelberg College 2000 — 2003
Bachelor of Science (B.S.), Computer Information Systems
Dennis Dickstein Dennis Dickstein's Morgan Stanley Experience July 1985 - August 1987
Job Risk Management, Information Security, Business Process and Operations Transformation and Efficiency
Industry Financial Services
Experience
Care for the Homeless September 2014 - Present
Book on operational risk management January 2009 - Present
UBS Wealth Management January 2007 - Present
UBS Wealth Management October 2012 - Present
UBS Wealth Management September 2003 - January 2007
PaineWebber September 1993 - August 2003
Paine Webber September 1988 - August 1993
Salomon Brothers September 1987 - August 1988
Morgan Stanley July 1985 - August 1987
Skills
Operational Risk..., Information Security, Strategic Planning, Risk Management, Enterprise Risk..., Business Continuity, Governance, Business Process, Risk Analysis, Program Management, Data Privacy, Risk Assessment, Financial Risk, Operational Risk, Management, Finance, CISSP, Strategy, Sarbanes-Oxley Act, Business Transformation, Information Security..., ISO 27001, IT Strategy
Education
Harvard University Graduate School of Design
Masters, City Planning
Massachusetts Institute of Technology
Bachelor of Science
Care for the Homeless September 2014 - Present
Book on operational risk management January 2009 - Present
UBS Wealth Management January 2007 - Present
UBS Wealth Management October 2012 - Present
UBS Wealth Management September 2003 - January 2007
PaineWebber September 1993 - August 2003
Paine Webber September 1988 - August 1993
Salomon Brothers September 1987 - August 1988
Morgan Stanley July 1985 - August 1987
Skills
Operational Risk..., Information Security, Strategic Planning, Risk Management, Enterprise Risk..., Business Continuity, Governance, Business Process, Risk Analysis, Program Management, Data Privacy, Risk Assessment, Financial Risk, Operational Risk, Management, Finance, CISSP, Strategy, Sarbanes-Oxley Act, Business Transformation, Information Security..., ISO 27001, IT Strategy
Education
Harvard University Graduate School of Design
Masters, City Planning
Massachusetts Institute of Technology
Bachelor of Science
Patrick Enriquez Fischer Patrick Enriquez Fischer's Morgan Stanley Experience June 2010 - July 2013
Job Associate at Brookfield Asset Management
Industry Financial Services
Experience
Brookfield Asset Management June 2015 - Present
Permian Investment Partners, LP January 2014 - August 2014
Morgan Stanley June 2010 - July 2013
Swiss Capital Group July 2009 - December 2009
Credit Suisse February 2009 - May 2009
Skills
Capital de inversión, Banca de inversión, Tasación, Investment Banking, Elaboración de modelos...
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Value Investing Program
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2005 — 2009
Bachelor of Arts (B.A.), Business Administration and Management, General
HEC Montréal
Exchange Semester
suizo
Brookfield Asset Management June 2015 - Present
Permian Investment Partners, LP January 2014 - August 2014
Morgan Stanley June 2010 - July 2013
Swiss Capital Group July 2009 - December 2009
Credit Suisse February 2009 - May 2009
Skills
Capital de inversión, Banca de inversión, Tasación, Investment Banking, Elaboración de modelos...
Education
Columbia Business School 2013 — 2015
Master of Business Administration (MBA), Value Investing Program
Universität St. Gallen-Hochschule für Wirtschafts-, Rechts- und Sozialwissenschaften 2005 — 2009
Bachelor of Arts (B.A.), Business Administration and Management, General
HEC Montréal
Exchange Semester
suizo
Gerry Hansell's Morgan Stanley Experience 1987 - 1990
Job Senior Partner at The Boston Consulting Group
Industry Capital Markets
Experience
The Boston Consulting Group September 1992 - Present
Morgan Stanley 1987 - 1990
Skills
Corporate Development, Management Consulting, Growth Strategies, Leadership, Management, Business Strategy, Acquisition Integration, Mergers & Acquisitions, Financial Modeling, Strategic Consulting, Strategy, Finance
Education
Stanford University 1990 — 1992
MBA
Haverford College 1983 — 1987
BA, Chemistry
The Boston Consulting Group September 1992 - Present
Morgan Stanley 1987 - 1990
Skills
Corporate Development, Management Consulting, Growth Strategies, Leadership, Management, Business Strategy, Acquisition Integration, Mergers & Acquisitions, Financial Modeling, Strategic Consulting, Strategy, Finance
Education
Stanford University 1990 — 1992
MBA
Haverford College 1983 — 1987
BA, Chemistry
Anthony Roux Anthony Roux's Morgan Stanley Experience September 2014 - Present
Job CVA and counterparty risk analyst
Industry Investment Banking
Experience
Morgan Stanley September 2014 - Present
BNP Paribas May 2013 - September 2014
Compagnie Financiere Tradition May 2012 - April 2013
National Superconducting Cyclotron Laboratory June 2011 - September 2011
CEA March 2011 - September 2011
Subatomic Physics and Cosmology Laboratory January 2010 - May 2010
Skills
Quantitative Finance, Valuation, Derivatives, VBA, Financial Modeling, Investment Banking, Corporate Finance, Financial Markets, Nuclear Engineering, Capital Markets, Matlab, Economics, Bloomberg, C++ Language, C#, Fortran, Nuclear Physics, Linux, LaTeX, Reuters, MCNP, Dragon, CVA, Counterparty Risk, Market Risk
Education
HEC Paris 2011 — 2012
Masters of International Finance, Finance, GPA : 3.86/4
Morgan Stanley September 2014 - Present
BNP Paribas May 2013 - September 2014
Compagnie Financiere Tradition May 2012 - April 2013
National Superconducting Cyclotron Laboratory June 2011 - September 2011
CEA March 2011 - September 2011
Subatomic Physics and Cosmology Laboratory January 2010 - May 2010
Skills
Quantitative Finance, Valuation, Derivatives, VBA, Financial Modeling, Investment Banking, Corporate Finance, Financial Markets, Nuclear Engineering, Capital Markets, Matlab, Economics, Bloomberg, C++ Language, C#, Fortran, Nuclear Physics, Linux, LaTeX, Reuters, MCNP, Dragon, CVA, Counterparty Risk, Market Risk
Education
HEC Paris 2011 — 2012
Masters of International Finance, Finance, GPA : 3.86/4
Dragica Jakovljevic, MBA Dragica Jakovljevic, MBA's Morgan Stanley Experience February 2007 - October 2008
Job CKW Financial Group
Industry Financial Services
Experience
CKW Financial Group November 2009 - November 2012
Merrill Lynch October 2008 - September 2009
Morgan Stanley February 2007 - October 2008
Sprint Nextel June 2006 - June 2007
Skills
Corporate Finance, Equities, Financial Analysis, Financial Modeling, Investments, Marketing Strategy, Mutual Funds, Portfolio Management, Sales Management, Series 7, Strategic Financial..., Strategic Planning
Education
Hawaii Pacific University 2007 — 2009
Master of Business Administration (MBA)
CKW Financial Group November 2009 - November 2012
Merrill Lynch October 2008 - September 2009
Morgan Stanley February 2007 - October 2008
Sprint Nextel June 2006 - June 2007
Skills
Corporate Finance, Equities, Financial Analysis, Financial Modeling, Investments, Marketing Strategy, Mutual Funds, Portfolio Management, Sales Management, Series 7, Strategic Financial..., Strategic Planning
Education
Hawaii Pacific University 2007 — 2009
Master of Business Administration (MBA)
Manuel Schönfeld Manuel Schönfeld's Morgan Stanley Experience June 2015 - August 2015
Job McCloy Scholar at Harvard University
Industry Government Relations
Experience
Morgan Stanley June 2015 - August 2015
Ministry of Labor - Kingdom of Saudi Arabia May 2015 - June 2015
Schonfeld Consulting Group May 2011 - December 2014
CGI July 2013 - July 2014
ADRA Germany April 2011 - July 2012
Skills
Project Management, Nonprofits, Program Management, NGOs, Entrepreneurship, Management Consulting, Management, IT Operations, Research, Social Media, Business Strategy, Organizational..., Econometrics, Game Theory, Macroeconomics, Change Management, Strategy
Education
Harvard University, John F. Kennedy School of Government 2014 — 2016
Master's Degree, MPA/ID
University of Pennsylvania - The Wharton School 2009 — 2010
Bachelor of Science (B.Sc.), Finance, General
Rotterdam School of Management 2008 — 2010
Bachelor of Science (B.Sc.), International Business Administration, 9.5
Morgan Stanley June 2015 - August 2015
Ministry of Labor - Kingdom of Saudi Arabia May 2015 - June 2015
Schonfeld Consulting Group May 2011 - December 2014
CGI July 2013 - July 2014
ADRA Germany April 2011 - July 2012
Skills
Project Management, Nonprofits, Program Management, NGOs, Entrepreneurship, Management Consulting, Management, IT Operations, Research, Social Media, Business Strategy, Organizational..., Econometrics, Game Theory, Macroeconomics, Change Management, Strategy
Education
Harvard University, John F. Kennedy School of Government 2014 — 2016
Master's Degree, MPA/ID
University of Pennsylvania - The Wharton School 2009 — 2010
Bachelor of Science (B.Sc.), Finance, General
Rotterdam School of Management 2008 — 2010
Bachelor of Science (B.Sc.), International Business Administration, 9.5
Carlotta Siniscalco Carlotta Siniscalco's Morgan Stanley Experience June 2008 - September 2008
Job MBA candidate at Stanford Graduate School of Business
Industry Venture Capital & Private Equity
Experience
Mentors4U September 2014 - Present
Advent International August 2012 - August 2015
Goldman Sachs 2010 - July 2012
Alice Village - Twins International July 2009 - August 2009
TTVenture January 2009 - March 2009
Morgan Stanley June 2008 - September 2008
Skills
Italian, Investment Banking, Valuation, Financial Modeling, Mergers, DCF, M&A experience, LBO, Financial Analysis, Mergers & Acquisitions, Business Strategy, Corporate Development, Equity Valuation, Finance, Business Valuation, Portfolio Management, Economics, Capital IQ, Investments, Alternative Investments, Private Equity, Due Diligence, Corporate Finance, Private equity
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science in Economics, Finance, Entrepreneurship, French
HEC Paris 2009 — 2009
Exchange Program, Master - International Management
Mentors4U September 2014 - Present
Advent International August 2012 - August 2015
Goldman Sachs 2010 - July 2012
Alice Village - Twins International July 2009 - August 2009
TTVenture January 2009 - March 2009
Morgan Stanley June 2008 - September 2008
Skills
Italian, Investment Banking, Valuation, Financial Modeling, Mergers, DCF, M&A experience, LBO, Financial Analysis, Mergers & Acquisitions, Business Strategy, Corporate Development, Equity Valuation, Finance, Business Valuation, Portfolio Management, Economics, Capital IQ, Investments, Alternative Investments, Private Equity, Due Diligence, Corporate Finance, Private equity
Education
Stanford University Graduate School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2006 — 2010
Bachelor of Science in Economics, Finance, Entrepreneurship, French
HEC Paris 2009 — 2009
Exchange Program, Master - International Management
Katelin Schratz's Morgan Stanley Experience March 2015 - Present
Job Fixed Income Institutional Operations, Director
Industry Investment Management
Experience
Morgan Stanley March 2015 - Present
T. Rowe Price May 2014 - Present
T. Rowe Price December 2012 - May 2014
T. Rowe Price January 2012 - December 2012
T. Rowe Price September 2010 - January 2012
Skills
Series 7, Financial Risk, Customer Service, Supervising, Operations Management, Management, Microsoft Office, Vantage, DST, NT 4.0, Fusion, Leadership, Peer Mentoring, Research, Recruiting, Investments, Finance, Coaching, Mutual Funds, Outlook, Risk Management, Business Process..., Call Centers, Microsoft Excel, Securities, Microsoft Word, Financial Services, Public Speaking, Equities, Asset Allocation, Fixed Income, Teamwork, PowerPoint, Data Entry, Asset Management, Team Building, Employee Training, Strategic Planning, Training, Time Management, Client Services, Uniform Combined State..., Series 63, FINRA
Education
High Point University 2005 — 2009
Psychology, Psychology
Morgan Stanley March 2015 - Present
T. Rowe Price May 2014 - Present
T. Rowe Price December 2012 - May 2014
T. Rowe Price January 2012 - December 2012
T. Rowe Price September 2010 - January 2012
Skills
Series 7, Financial Risk, Customer Service, Supervising, Operations Management, Management, Microsoft Office, Vantage, DST, NT 4.0, Fusion, Leadership, Peer Mentoring, Research, Recruiting, Investments, Finance, Coaching, Mutual Funds, Outlook, Risk Management, Business Process..., Call Centers, Microsoft Excel, Securities, Microsoft Word, Financial Services, Public Speaking, Equities, Asset Allocation, Fixed Income, Teamwork, PowerPoint, Data Entry, Asset Management, Team Building, Employee Training, Strategic Planning, Training, Time Management, Client Services, Uniform Combined State..., Series 63, FINRA
Education
High Point University 2005 — 2009
Psychology, Psychology
Michael Koenitzer Michael Koenitzer's Morgan Stanley Experience July 2012 - August 2012
Job Project Management, Financial Services Industries at World Economic Forum
Industry Financial Services
Experience
World Economic Forum September 2012 - Present
Morgan Stanley July 2012 - August 2012
Koenitzer Partners Inc. 2007 - August 2012
BlackRock 2010 - 2011
Kreditanstalt fuer Wiederaufbau 2007 - 2008
NAB 2007 - 2007
Credit Suisse 1987 - 2006
Skills
Structured Finance, Investment Banking, Risk Management, Credit Risk, Securitization, Due Diligence, Restructuring, Management Consulting, Structured Products, Structuring, Risk, Financial Inclusion, Digital Inclusion, Social Impact, Capital Markets, Financial Risk, Portfolio Management, Valuation, Financial Structuring, Finance, Banking, Corporate Governance, Financial Services
Education
International Banking School 1990 — 1991
Executive Program, Finance
HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne 1984 — 1987
Master of Science, Economics and Business Administration
Gymnase de Chamblandes 1981 — 1983
World Economic Forum September 2012 - Present
Morgan Stanley July 2012 - August 2012
Koenitzer Partners Inc. 2007 - August 2012
BlackRock 2010 - 2011
Kreditanstalt fuer Wiederaufbau 2007 - 2008
NAB 2007 - 2007
Credit Suisse 1987 - 2006
Skills
Structured Finance, Investment Banking, Risk Management, Credit Risk, Securitization, Due Diligence, Restructuring, Management Consulting, Structured Products, Structuring, Risk, Financial Inclusion, Digital Inclusion, Social Impact, Capital Markets, Financial Risk, Portfolio Management, Valuation, Financial Structuring, Finance, Banking, Corporate Governance, Financial Services
Education
International Banking School 1990 — 1991
Executive Program, Finance
HEC Lausanne - The Faculty of Business and Economics of the University of Lausanne 1984 — 1987
Master of Science, Economics and Business Administration
Gymnase de Chamblandes 1981 — 1983
Sierra Fan's Morgan Stanley Experience June 2015 - Present
Job Summer Analyst at Morgan Stanley
Industry Renewables & Environment
Experience
Morgan Stanley June 2015 - Present
Harvard Forum for International Development January 2014 - Present
Harvard Decision Science Laboratory October 2013 - Present
One Million Lights Philippines August 2010 - Present
Intervale Capital January 2014 - May 2014
Harvard Undergraduate Women in Business January 2013 - January 2014
Hay Group June 2013 - August 2013
One Million Lights August 2010 - May 2013
Skills
Volunteer Management, Non-profits, Fundraising, Marketing, International Relations, Nonprofits, Project Management, Sustainable Energy, Social Entrepreneurship, Social Media, Chinese, Spanish, International..., Research, Leadership, Public Speaking, Community Outreach, Data Analysis, Entrepreneurship, Microsoft Office
Education
Harvard University 2012 — 2016
Henry M. Gunn High School 2008 — 2012
Morgan Stanley June 2015 - Present
Harvard Forum for International Development January 2014 - Present
Harvard Decision Science Laboratory October 2013 - Present
One Million Lights Philippines August 2010 - Present
Intervale Capital January 2014 - May 2014
Harvard Undergraduate Women in Business January 2013 - January 2014
Hay Group June 2013 - August 2013
One Million Lights August 2010 - May 2013
Skills
Volunteer Management, Non-profits, Fundraising, Marketing, International Relations, Nonprofits, Project Management, Sustainable Energy, Social Entrepreneurship, Social Media, Chinese, Spanish, International..., Research, Leadership, Public Speaking, Community Outreach, Data Analysis, Entrepreneurship, Microsoft Office
Education
Harvard University 2012 — 2016
Henry M. Gunn High School 2008 — 2012
Phillip Muller Phillip Muller's Morgan Stanley Experience June 2011 - July 2013
Job Private Equity Associate at Corsair Capital
Industry Financial Services
Experience
Corsair Capital LLC August 2013 - Present
Morgan Stanley June 2011 - July 2013
Deutsche Asset Management - Deutsche Bank June 2010 - August 2010
Skills
Capital Markets, Financial Modeling, Investment Banking, Private Equity, Bloomberg, Valuation, Asset Management, Financial Analysis, Financial Institutions, Financial Advisory, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. in Economics (Finance & Negotiation concentrations), B.A. in International Studies, Magna Cum Laude
American School of Milan 2005 — 2007
American School of Madrid 1998 — 2005
HEC Paris
HEC Paris
Corsair Capital LLC August 2013 - Present
Morgan Stanley June 2011 - July 2013
Deutsche Asset Management - Deutsche Bank June 2010 - August 2010
Skills
Capital Markets, Financial Modeling, Investment Banking, Private Equity, Bloomberg, Valuation, Asset Management, Financial Analysis, Financial Institutions, Financial Advisory, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2007 — 2011
B.S. in Economics (Finance & Negotiation concentrations), B.A. in International Studies, Magna Cum Laude
American School of Milan 2005 — 2007
American School of Madrid 1998 — 2005
HEC Paris
HEC Paris
D Somerville D Somerville's Morgan Stanley Experience June 2012 - Present
Job Retirement Wealth Planning at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley June 2012 - Present
Discover Financial Services July 2011 - June 2012
Newark December 2009 - March 2011
Newark October 2009 - March 2011
Newark February 2009 - October 2009
National City Bank June 2007 - February 2009
SourceOne Healthcare Technologies December 2007 - January 2009
SourceOne Healthcare April 2006 - January 2009
Clear Channel Radio August 2005 - December 2005
Clear Channel Radio May 2005 - December 2005
Skills
Customer Satisfaction, Sales, Sales Operations, Leadership, Customer Service
Education
Heidelberg University 2001 — 2005
Bachelors of Art, Communications and Theater Arts (Media Field)
Morgan Stanley June 2012 - Present
Discover Financial Services July 2011 - June 2012
Newark December 2009 - March 2011
Newark October 2009 - March 2011
Newark February 2009 - October 2009
National City Bank June 2007 - February 2009
SourceOne Healthcare Technologies December 2007 - January 2009
SourceOne Healthcare April 2006 - January 2009
Clear Channel Radio August 2005 - December 2005
Clear Channel Radio May 2005 - December 2005
Skills
Customer Satisfaction, Sales, Sales Operations, Leadership, Customer Service
Education
Heidelberg University 2001 — 2005
Bachelors of Art, Communications and Theater Arts (Media Field)
Nikki Carroll Nikki Carroll's Morgan Stanley Experience December 2007 - May 2008
Job Public Finance at Moody's Investors Service
Industry Financial Services
Experience
Moody's Investors Service July 2015 - Present
Newark Public Schools September 2013 - July 2015
Achievement First June 2012 - April 2013
Freddie Mac July 2009 - July 2011
Freddie Mac July 2008 - June 2009
Morgan Stanley December 2007 - May 2008
Wellington Management LLP June 2007 - August 2007
Management Leadership for Tomorrow August 2006 - August 2007
Federal Deposit Insurance Corporation June 2006 - August 2006
Skills
Bloomberg, Capital Markets, Corporate Finance, Fixed Income, Data Analysis, Strategy, Risk Management, Management, Research, Strategic Planning, Credit Risk, Portfolio Management, VBA, Analysis, Leadership, Banking, Trading, Whole Life, Change Management
Education
New York University, Stern School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Global Business, Strategy
HEC School of Management / HEC Paris 2013 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Morgan State University 2004 — 2008
Bachelor's Degree, Finance, Cum Laude
Moody's Investors Service July 2015 - Present
Newark Public Schools September 2013 - July 2015
Achievement First June 2012 - April 2013
Freddie Mac July 2009 - July 2011
Freddie Mac July 2008 - June 2009
Morgan Stanley December 2007 - May 2008
Wellington Management LLP June 2007 - August 2007
Management Leadership for Tomorrow August 2006 - August 2007
Federal Deposit Insurance Corporation June 2006 - August 2006
Skills
Bloomberg, Capital Markets, Corporate Finance, Fixed Income, Data Analysis, Strategy, Risk Management, Management, Research, Strategic Planning, Credit Risk, Portfolio Management, VBA, Analysis, Leadership, Banking, Trading, Whole Life, Change Management
Education
New York University, Stern School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Global Business, Strategy
HEC School of Management / HEC Paris 2013 — 2013
Master of Business Administration (M.B.A.), Business Administration and Management, General
Morgan State University 2004 — 2008
Bachelor's Degree, Finance, Cum Laude
Lilly Emerson, CRPC Lilly Emerson, CRPC's Morgan Stanley Experience April 2009 - February 2012
Job Partner, Wealth Advisor
Industry Financial Services
Experience
Stratos Wealth Partners February 2012 - Present
Morgan Stanley April 2009 - February 2012
Merrill Lynch April 1992 - April 2009
Skills
Retirement Income..., Financial Management, Investment Advisory, Financial Advisory, Securities, Wealth, Series 7, Retirement Planning, Investments, Wealth Management, Investment Strategies, Series 63, FINRA, Strategic Financial..., Asset Allocation, Asset Management, Finance, Portfolio Management
Education
Hawaii Pacific University 1988 — 1991
Bachelor of Science, Business Admin, Marketing and Economics
Pepperdine University, Cannon Trust School 1995 — 1995
Non-degree, Trusts and Estates
Stratos Wealth Partners February 2012 - Present
Morgan Stanley April 2009 - February 2012
Merrill Lynch April 1992 - April 2009
Skills
Retirement Income..., Financial Management, Investment Advisory, Financial Advisory, Securities, Wealth, Series 7, Retirement Planning, Investments, Wealth Management, Investment Strategies, Series 63, FINRA, Strategic Financial..., Asset Allocation, Asset Management, Finance, Portfolio Management
Education
Hawaii Pacific University 1988 — 1991
Bachelor of Science, Business Admin, Marketing and Economics
Pepperdine University, Cannon Trust School 1995 — 1995
Non-degree, Trusts and Estates
Stephen Keeler's Morgan Stanley Experience 1986 - 1991
Job Principal at eHealth Advisory LLC
Industry Information Technology and Services
Experience
eHealth Advisory LLC November 2014 - Present
Alere Inc. March 2011 - October 2014
MRO Corp August 2009 - February 2011
BioClinica February 2006 - May 2009
Dorland Health 2001 - 2006
First Marketing Company 1997 - 2001
St. Joseph's Prep 1992 - 1997
Morgan Stanley 1986 - 1991
JFE Holdings http://www.jfe-holdings.co.jp/en/ 1983 - 1985
BRAND GMBH + CO KG 1981 - 1983
Skills
Healthcare Information..., Healthcare, HIPAA, Strategic Planning, EHR, Management, Integration, JavaScript, SaaS, Java, EMR, HL7, Account Management, Strategy, Leadership, Program Management, Health Information..., Process Improvement, Physicians, Project Management, Sales, Business Analysis, Business Development, Informatics, Enterprise Architecture, Product Management, SDLC, Business Intelligence, Software Project..., Software Development, Web Applications, Visio, Requirements Analysis, Agile Methodologies, Team Leadership, Hospitals, Healthcare Consulting, Business Strategy, IT Strategy, Consulting, Healthcare Management, German, Japanese
Education
Harvard University 1979 — 1983
BA
eHealth Advisory LLC November 2014 - Present
Alere Inc. March 2011 - October 2014
MRO Corp August 2009 - February 2011
BioClinica February 2006 - May 2009
Dorland Health 2001 - 2006
First Marketing Company 1997 - 2001
St. Joseph's Prep 1992 - 1997
Morgan Stanley 1986 - 1991
JFE Holdings http://www.jfe-holdings.co.jp/en/ 1983 - 1985
BRAND GMBH + CO KG 1981 - 1983
Skills
Healthcare Information..., Healthcare, HIPAA, Strategic Planning, EHR, Management, Integration, JavaScript, SaaS, Java, EMR, HL7, Account Management, Strategy, Leadership, Program Management, Health Information..., Process Improvement, Physicians, Project Management, Sales, Business Analysis, Business Development, Informatics, Enterprise Architecture, Product Management, SDLC, Business Intelligence, Software Project..., Software Development, Web Applications, Visio, Requirements Analysis, Agile Methodologies, Team Leadership, Hospitals, Healthcare Consulting, Business Strategy, IT Strategy, Consulting, Healthcare Management, German, Japanese
Education
Harvard University 1979 — 1983
BA
Thien Le Thien Le's Morgan Stanley Experience October 2005 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2005 - Present
Vietnam Relief Effort January 2005 - Present
Clinton Global Initiative September 2006 - Present
Skills
Equities, Investments, Fixed Income, International Business..., Project Management, Private Equity, Financial Services, Nonprofits, Capital Markets, Emerging Markets, Business Development, Leadership, Financial Modeling, Venture Capital, Management, Strategy
Education
Haverford College
Bachelor of Arts
University of Pennsylvania
Morgan Stanley October 2005 - Present
Vietnam Relief Effort January 2005 - Present
Clinton Global Initiative September 2006 - Present
Skills
Equities, Investments, Fixed Income, International Business..., Project Management, Private Equity, Financial Services, Nonprofits, Capital Markets, Emerging Markets, Business Development, Leadership, Financial Modeling, Venture Capital, Management, Strategy
Education
Haverford College
Bachelor of Arts
University of Pennsylvania
Bennett Pruitt's Morgan Stanley Experience March 2014 - April 2015
Job FSO Assurance Intern Ernst & Young
Industry Higher Education
Experience
EY June 2015 - Present
University of Tennessee August 2011 - Present
Tennessee Valley Authority January 2015 - April 2015
Morgan Stanley March 2014 - April 2015
Vanderbilt Legends Club May 2013 - August 2013
LSI (Landscape Services Inc.) May 2012 - July 2012
Centurion Stone and Exteriors June 2010 - July 2010
Optimara June 2009 - July 2009
Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook, Basic Spanish, Public Speaking, Leadership, Communication with..., Teamwork, Sales, Organization, Microsoft Office, Accounting, Spanish, Research
Education
Haslam College of Business at the University of Tennessee 2015 — 2016
Masters of Accountancy (MAcc)
University of Tennessee-Knoxville - College of Business Administration 2011 — 2015
Accounting w/ Collateral in Finance, 3.60
Brentwood High School 2007 — 2011
EY June 2015 - Present
University of Tennessee August 2011 - Present
Tennessee Valley Authority January 2015 - April 2015
Morgan Stanley March 2014 - April 2015
Vanderbilt Legends Club May 2013 - August 2013
LSI (Landscape Services Inc.) May 2012 - July 2012
Centurion Stone and Exteriors June 2010 - July 2010
Optimara June 2009 - July 2009
Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook, Basic Spanish, Public Speaking, Leadership, Communication with..., Teamwork, Sales, Organization, Microsoft Office, Accounting, Spanish, Research
Education
Haslam College of Business at the University of Tennessee 2015 — 2016
Masters of Accountancy (MAcc)
University of Tennessee-Knoxville - College of Business Administration 2011 — 2015
Accounting w/ Collateral in Finance, 3.60
Brentwood High School 2007 — 2011
Leah Mills Eller Leah Mills Eller's Morgan Stanley Experience May 2004 - May 2009
Job Vice President Investments at Hogan Eller Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2009 - Present
Morgan Stanley May 2004 - May 2009
Skills
Retirement Planning, Investments, Insurance, Mutual Funds, Asset Allocation
Education
Texas A&M University 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Henderson State University 1995 — 2000
Bachelor's degree, Finance, General
Wells Fargo Advisors May 2009 - Present
Morgan Stanley May 2004 - May 2009
Skills
Retirement Planning, Investments, Insurance, Mutual Funds, Asset Allocation
Education
Texas A&M University 2002 — 2004
Master of Business Administration (M.B.A.), Finance, General
Henderson State University 1995 — 2000
Bachelor's degree, Finance, General
Hunter Alley's Morgan Stanley Experience August 2014 - Present
Job Global Sourcing Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley November 2013 - August 2014
Alley Auction - Auction January 2002 - September 2013
TVA Investment Challenge January 2012 - December 2012
Moon Capital Investments August 2011 - February 2012
Skills
Accounting, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Portfolio Management, Bloomberg, Time Management, Research, Access, Financial Reporting, Data Analysis, Financial Modeling, Leadership, Marketing, Finance, Investments, Analysis, Risk Management, Auditing
Education
University of Tennessee-Knoxville - College of Business Administration 2008 — 2013
Bachelor's degree, Finance and Accounting
Morgan Stanley August 2014 - Present
Morgan Stanley November 2013 - August 2014
Alley Auction - Auction January 2002 - September 2013
TVA Investment Challenge January 2012 - December 2012
Moon Capital Investments August 2011 - February 2012
Skills
Accounting, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Portfolio Management, Bloomberg, Time Management, Research, Access, Financial Reporting, Data Analysis, Financial Modeling, Leadership, Marketing, Finance, Investments, Analysis, Risk Management, Auditing
Education
University of Tennessee-Knoxville - College of Business Administration 2008 — 2013
Bachelor's degree, Finance and Accounting
Tetsou Harrelson Tetsou Harrelson's Morgan Stanley Experience January 2002 - June 2011
Job Chairman of the Board at Tetsou Harrelson Foundation
Industry Financial Services
Experience
Tetsou Harrelson Foundation July 2013 - Present
Related 2011 - 2013
Morgan Stanley January 2002 - June 2011
NASA Langley Research Center June 1989 - December 2001
Skills
Counterintelligence, Military Experience, Hand to Hand Combat, Small Arms Instructor, Kung Fu, Shotokan Karate, Krav Maga, Quantum Optics, Aircraft Propulsion, Proprietary Trading, Hedging, Credit Derivatives, Structured Products, Financial Modeling, Investment Strategies, Fundamental Analysis, Quantitative Finance, Equity Derivatives, Hedge Funds, Asset Management
Education
Princeton University 1983 — 1986
Doctorate of Physics, Propulsion, A
Stanford University 1981 — 1983
Master's degree, Master of Science in Aerospace Engineering
Harvard University 1977 — 1981
Bachelor of Science (BS), Hypersonics/Kinetics of Gases and Plasmas
Tetsou Harrelson Foundation July 2013 - Present
Related 2011 - 2013
Morgan Stanley January 2002 - June 2011
NASA Langley Research Center June 1989 - December 2001
Skills
Counterintelligence, Military Experience, Hand to Hand Combat, Small Arms Instructor, Kung Fu, Shotokan Karate, Krav Maga, Quantum Optics, Aircraft Propulsion, Proprietary Trading, Hedging, Credit Derivatives, Structured Products, Financial Modeling, Investment Strategies, Fundamental Analysis, Quantitative Finance, Equity Derivatives, Hedge Funds, Asset Management
Education
Princeton University 1983 — 1986
Doctorate of Physics, Propulsion, A
Stanford University 1981 — 1983
Master's degree, Master of Science in Aerospace Engineering
Harvard University 1977 — 1981
Bachelor of Science (BS), Hypersonics/Kinetics of Gases and Plasmas
Lee Tuxhorn Lee Tuxhorn's Morgan Stanley Experience 2001 - 2004
Job Owner, State Farm Agent
Industry Insurance
Experience
Lee Tuxhorn Insurance Agency April 2008 - Present
Rotary Club of Maumelle 2012 - 2014
State Farm Insurance 2005 - 2008
Morgan Stanley 2001 - 2004
Skills
Insurance, Sales Management, New Business Development, Marketing, Life Insurance, Entrepreneurship, Marketing Strategy, Account Management, Management, Sales, Small Business, Strategic Planning, Team Building
Education
Henderson State University 1996 — 2001
BA, Marketing
Lee Tuxhorn Insurance Agency April 2008 - Present
Rotary Club of Maumelle 2012 - 2014
State Farm Insurance 2005 - 2008
Morgan Stanley 2001 - 2004
Skills
Insurance, Sales Management, New Business Development, Marketing, Life Insurance, Entrepreneurship, Marketing Strategy, Account Management, Management, Sales, Small Business, Strategic Planning, Team Building
Education
Henderson State University 1996 — 2001
BA, Marketing
Rina Itchhaporia Rina Itchhaporia's Morgan Stanley Experience June 2010 - August 2011
Job CPA
Industry Real Estate
Experience
IDI Gazeley April 2014 - Present
Ashton Woods Homes September 2011 - April 2014
Morgan Stanley June 2010 - August 2011
Deloitte & Touche, LLP November 2003 - May 2010
Reznick Fedder and Silverman 2002 - 2003
Education
University of Tennessee-Knoxville - College of Business Administration 2001 — 2002
Masters of Accountancy, Accounting
University of Tennessee-Knoxville - College of Business Administration 1997 — 2000
Bachelor of Science, Accounting
IDI Gazeley April 2014 - Present
Ashton Woods Homes September 2011 - April 2014
Morgan Stanley June 2010 - August 2011
Deloitte & Touche, LLP November 2003 - May 2010
Reznick Fedder and Silverman 2002 - 2003
Education
University of Tennessee-Knoxville - College of Business Administration 2001 — 2002
Masters of Accountancy, Accounting
University of Tennessee-Knoxville - College of Business Administration 1997 — 2000
Bachelor of Science, Accounting
Jacob Grieser's Morgan Stanley Experience March 2006 - January 2007
Job Director of Business Development at Corporate Benefit Audits
Industry Management Consulting
Experience
Corporate Benefit Audits September 2013 - Present
Buck Consultants August 2007 - May 2012
Morgan Stanley March 2006 - January 2007
Grieser Capital Management June 2004 - December 2006
Skills
Commercial Real Estate, Commercial Real Estate..., Financial Analysis, Financial Modeling, Project Portfolio..., Argus Modeling, Account Management, Business Strategy, New Business Development, Business Process..., Sales Presentations, Presentation Development, Marketing Communications, Budgeting, Forecasting, Auditing, Process Improvement, Strategy, Finance, Strategic Planning, Portfolio Management, Investments, Asset Management, Marketing, Employee Benefits, Business Planning, Risk Management, Management, Leadership, Project Management, CRM
Education
Hawaii Pacific University 2001 — 2004
BSBA, Management & Finance
Archbold 1998 — 2001
Corporate Benefit Audits September 2013 - Present
Buck Consultants August 2007 - May 2012
Morgan Stanley March 2006 - January 2007
Grieser Capital Management June 2004 - December 2006
Skills
Commercial Real Estate, Commercial Real Estate..., Financial Analysis, Financial Modeling, Project Portfolio..., Argus Modeling, Account Management, Business Strategy, New Business Development, Business Process..., Sales Presentations, Presentation Development, Marketing Communications, Budgeting, Forecasting, Auditing, Process Improvement, Strategy, Finance, Strategic Planning, Portfolio Management, Investments, Asset Management, Marketing, Employee Benefits, Business Planning, Risk Management, Management, Leadership, Project Management, CRM
Education
Hawaii Pacific University 2001 — 2004
BSBA, Management & Finance
Archbold 1998 — 2001
Andy Petrov's Morgan Stanley Experience September 2013 - August 2015
Job Consultant
Industry Information Technology and Services
Experience
Morgan Stanley September 2013 - August 2015
CN April 2012 - July 2013
Aimia Inc April 2008 - March 2012
CGI 2007 - 2008
Intact // Formerly ING Canada 2007 - 2008
Yellow Pages Group / Groupe Pages Jaunes – Canada 2007 - 2007
Covansys Canada 2006 - 2007
Discount Car and Truck Rental 2006 - 2007
Centris 2006 - 2007
iMetrik Solutions Inc. August 2003 - October 2006
Skills
Business Analysis, Functional Analysis, Process Modeling, RUP, UML, Requirements Analysis, Functional..., Airlines, Analysis, CMS, Solution Design, Business Systems, Production Support, Business Requirements, IT Management, E-commerce, Requirements Gathering, Visio, MS Project, Agile, SQL, SharePoint, SDLC, Scrum, SOA, Integration, Business Process, Agile Methodologies, Natural Networker, Microsoft SQL Server, Software Project..., Team Leadership, Software Development, Software Documentation, Java, JavaScript, ASP.NET, XML, Management, Windows, MySQL, Project Delivery, Project Management, Telecommunications, Architecture, Software Design, ITIL, Oracle, Web Applications, AJAX
Education
McGill University 2010 — 2011
Certificate, Comprehensive Project Management
HEC Montréal 2002 — 2004
M.Sc., eCommerce
Morgan Stanley September 2013 - August 2015
CN April 2012 - July 2013
Aimia Inc April 2008 - March 2012
CGI 2007 - 2008
Intact // Formerly ING Canada 2007 - 2008
Yellow Pages Group / Groupe Pages Jaunes – Canada 2007 - 2007
Covansys Canada 2006 - 2007
Discount Car and Truck Rental 2006 - 2007
Centris 2006 - 2007
iMetrik Solutions Inc. August 2003 - October 2006
Skills
Business Analysis, Functional Analysis, Process Modeling, RUP, UML, Requirements Analysis, Functional..., Airlines, Analysis, CMS, Solution Design, Business Systems, Production Support, Business Requirements, IT Management, E-commerce, Requirements Gathering, Visio, MS Project, Agile, SQL, SharePoint, SDLC, Scrum, SOA, Integration, Business Process, Agile Methodologies, Natural Networker, Microsoft SQL Server, Software Project..., Team Leadership, Software Development, Software Documentation, Java, JavaScript, ASP.NET, XML, Management, Windows, MySQL, Project Delivery, Project Management, Telecommunications, Architecture, Software Design, ITIL, Oracle, Web Applications, AJAX
Education
McGill University 2010 — 2011
Certificate, Comprehensive Project Management
HEC Montréal 2002 — 2004
M.Sc., eCommerce
Steven Hefter Steven Hefter's Morgan Stanley Experience 1999 - 2007
Job Managing Director Investments at Hefter, Leshem, Margolis Capital Management Group of Wells Fargo Advisors
Industry Financial Services
Experience
Hefter, Leshem, Margolis Capital Management Group of Wells Fargo Advisors February 2007 - Present
Morgan Stanley 1999 - 2007
Merrill Lynch 1995 - 1999
Goldman Sachs 1983 - 1995
Education
Harvard University 1981 — 1983
Master of Business Administration (MBA), Finance
Stanford University 1972 — 1976
BA, Economics
Hefter, Leshem, Margolis Capital Management Group of Wells Fargo Advisors February 2007 - Present
Morgan Stanley 1999 - 2007
Merrill Lynch 1995 - 1999
Goldman Sachs 1983 - 1995
Education
Harvard University 1981 — 1983
Master of Business Administration (MBA), Finance
Stanford University 1972 — 1976
BA, Economics
Daniel Jaieun Lee's Morgan Stanley Experience June 2014 - August 2014
Job MBA Candidate at The Wharton School
Industry Oil & Energy
Experience
GE Ventures June 2015 - August 2015
Morgan Stanley June 2014 - August 2014
U.S. Department of Energy August 2010 - August 2013
Houlihan Lokey March 2008 - June 2010
Skills
Mergers, Valuation, Mergers & Acquisitions, Investments, Corporate Finance, Financial Modeling, Private Equity, Due Diligence, Finance, Analysis, Project Finance, Economics, Investment Banking
Education
Harvard University, John F. Kennedy School of Government 2014 — 2016
Master of Public Administration (MPA), Energy Policy
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance
University of California, Berkeley
Bachelor of Arts (BA), Economics
GE Ventures June 2015 - August 2015
Morgan Stanley June 2014 - August 2014
U.S. Department of Energy August 2010 - August 2013
Houlihan Lokey March 2008 - June 2010
Skills
Mergers, Valuation, Mergers & Acquisitions, Investments, Corporate Finance, Financial Modeling, Private Equity, Due Diligence, Finance, Analysis, Project Finance, Economics, Investment Banking
Education
Harvard University, John F. Kennedy School of Government 2014 — 2016
Master of Public Administration (MPA), Energy Policy
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (MBA), Finance
University of California, Berkeley
Bachelor of Arts (BA), Economics
William Crothers's Morgan Stanley Experience April 2005 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2005 - Present
Smith Barney February 1993 - April 2005
Paine Webber March 1985 - February 1993
Skills
Series 7, Portfolio Management, Wealth Management, Investments, Mutual Funds, Retirement
Education
Harvard University 1959 — 1963
BA, Economics
Morgan Stanley April 2005 - Present
Smith Barney February 1993 - April 2005
Paine Webber March 1985 - February 1993
Skills
Series 7, Portfolio Management, Wealth Management, Investments, Mutual Funds, Retirement
Education
Harvard University 1959 — 1963
BA, Economics
Shan Riku Shan Riku's Morgan Stanley Experience June 2004 - August 2004
Job Product Manager and Marketer
Industry Information Technology and Services
Experience
Farmdoor Inc. July 2015 - August 2015
Cookpad Inc. October 2013 - July 2015
COOKPAD Inc. July 2012 - October 2013
Proteus Biomedical, Inc. June 2011 - August 2011
Endeavor May 2010 - July 2010
McKinsey & Company April 2006 - September 2009
UNDP 2008 - 2008
Morgan Stanley June 2004 - August 2004
Skills
Business Development, Strategy, Management, CRM, Business Strategy, Product Development, Go-to-market Strategy, Emerging Markets, Management Consulting, Leadership Development, Cross-functional Team..., Change Management, Financial Modeling, Start-ups, Entrepreneurship, Analytics, Leadership, SQL
Education
Stanford University Graduate School of Business 2010 — 2012
MBA, Business
Harvard University, John F. Kennedy School of Government 2009 — 2011
MPA/ID, International Development
Massachusetts Institute of Technology 2002 — 2006
BS, Chemistry
Farmdoor Inc. July 2015 - August 2015
Cookpad Inc. October 2013 - July 2015
COOKPAD Inc. July 2012 - October 2013
Proteus Biomedical, Inc. June 2011 - August 2011
Endeavor May 2010 - July 2010
McKinsey & Company April 2006 - September 2009
UNDP 2008 - 2008
Morgan Stanley June 2004 - August 2004
Skills
Business Development, Strategy, Management, CRM, Business Strategy, Product Development, Go-to-market Strategy, Emerging Markets, Management Consulting, Leadership Development, Cross-functional Team..., Change Management, Financial Modeling, Start-ups, Entrepreneurship, Analytics, Leadership, SQL
Education
Stanford University Graduate School of Business 2010 — 2012
MBA, Business
Harvard University, John F. Kennedy School of Government 2009 — 2011
MPA/ID, International Development
Massachusetts Institute of Technology 2002 — 2006
BS, Chemistry
Scott YongJie Liu's Morgan Stanley Experience July 2010 - Present
Job Professional at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley July 2010 - Present
CGI February 2008 - July 2010
Deutsche Bank February 2008 - July 2010
Processia Solutions April 2005 - 2008
Boeing April 2006 - April 2007
Pratt & Whitney Canada January 2006 - April 2006
Renault F1 Team April 2005 - December 2005
Skills
SDLC, Agile Methodologies, Product Lifecycle..., Scrum, Software Development, UML, Requirements Analysis, Business Process, Business Analysis, Architecture, SQL, Java, Web Services, XML, .NET, SOA, Database Design, Testing, Software Project...
Education
Université de Montréal 2003 — 2005
Ph.D (candidate), Computer Science
Université de Montréal - HEC Montréal 2001 — 2003
M.Sc., E-Commerce
Morgan Stanley July 2010 - Present
CGI February 2008 - July 2010
Deutsche Bank February 2008 - July 2010
Processia Solutions April 2005 - 2008
Boeing April 2006 - April 2007
Pratt & Whitney Canada January 2006 - April 2006
Renault F1 Team April 2005 - December 2005
Skills
SDLC, Agile Methodologies, Product Lifecycle..., Scrum, Software Development, UML, Requirements Analysis, Business Process, Business Analysis, Architecture, SQL, Java, Web Services, XML, .NET, SOA, Database Design, Testing, Software Project...
Education
Université de Montréal 2003 — 2005
Ph.D (candidate), Computer Science
Université de Montréal - HEC Montréal 2001 — 2003
M.Sc., E-Commerce
Xavier Del Rosario's Morgan Stanley Experience July 2009 - June 2011
Job Consultant Finance and Operations
Industry Online Media
Experience
Mic September 2014 - Present
Bond Gifting, Inc September 2013 - March 2014
New Enterprise Associates July 2011 - August 2013
Morgan Stanley July 2009 - June 2011
Education
Harvard College 2005 — 2009
A.B., Economics
Mic September 2014 - Present
Bond Gifting, Inc September 2013 - March 2014
New Enterprise Associates July 2011 - August 2013
Morgan Stanley July 2009 - June 2011
Education
Harvard College 2005 — 2009
A.B., Economics
Tomi Adeyemi's Morgan Stanley Experience July 2013 - August 2013
Job Applied Analytics Analyst at Legendary Entertainment
Industry Entertainment
Experience
Legendary Entertainment September 2015 - Present
Bain & Company June 2014 - August 2014
Harvard Hasty Pudding Theatricals March 2013 - March 2014
Morgan Stanley July 2013 - August 2013
Morgan Stanley June 2013 - July 2013
Morgan Stanley June 2012 - August 2012
Skills
Excel Modelling, Creative Writing..., Dance, PowerPoint, Equities, Creative Writing, Microsoft Excel, Social Media, Leadership, Analysis, Research, Microsoft Office, Microsoft Word
Education
Harvard University 2011 — 2015
Bachelor of Arts (BA), English, Senior
Harvard University 2011 — 2015
Bachelor of Science (B.S.), English Literature
Legendary Entertainment September 2015 - Present
Bain & Company June 2014 - August 2014
Harvard Hasty Pudding Theatricals March 2013 - March 2014
Morgan Stanley July 2013 - August 2013
Morgan Stanley June 2013 - July 2013
Morgan Stanley June 2012 - August 2012
Skills
Excel Modelling, Creative Writing..., Dance, PowerPoint, Equities, Creative Writing, Microsoft Excel, Social Media, Leadership, Analysis, Research, Microsoft Office, Microsoft Word
Education
Harvard University 2011 — 2015
Bachelor of Arts (BA), English, Senior
Harvard University 2011 — 2015
Bachelor of Science (B.S.), English Literature
Tae Yoon's Morgan Stanley Experience June 2013 - July 2015
Job Investor at Google Capital
Industry Venture Capital & Private Equity
Experience
Google Capital August 2015 - Present
Morgan Stanley June 2013 - July 2015
Republic of Korea Army September 2009 - July 2011
Skills
Corporate Finance, Analysis, Mergers & Acquisitions, Entrepreneurship, Financial Analysis, Due Diligence, Investments, Private Equity, Capital Markets, Fixed Income, Emerging Markets
Education
Harvard University 2007 — 2013
Bachelor of Arts (B.A.), Economics, Magna Cum Laude; Secondary Concentration in Computer Science
Asheville School 2003 — 2007
Google Capital August 2015 - Present
Morgan Stanley June 2013 - July 2015
Republic of Korea Army September 2009 - July 2011
Skills
Corporate Finance, Analysis, Mergers & Acquisitions, Entrepreneurship, Financial Analysis, Due Diligence, Investments, Private Equity, Capital Markets, Fixed Income, Emerging Markets
Education
Harvard University 2007 — 2013
Bachelor of Arts (B.A.), Economics, Magna Cum Laude; Secondary Concentration in Computer Science
Asheville School 2003 — 2007
John M. Adams III, CCIM, SIOR John M. Adams III, CCIM, SIOR's Morgan Stanley Experience August 2000 - December 2001
Job Principal at Avison Young
Industry Commercial Real Estate
Experience
Avison Young Knoxville September 2015 - Present
Cushman & Wakefield Cornerstone October 2010 - September 2015
Wood Properties, Inc. February 2003 - October 2010
The Market Edge December 2001 - February 2003
Morgan Stanley August 2000 - December 2001
Skills
Brokerage, Real Estate, Tenant Representation, Commercial Real Estate, Finance, Disposition, Corporate Real Estate, Valuation, Financial Analysis, Negotiation, Lease Negotiations, Real Estate Economics, Market Analysis, Construction, Contract Negotiation, Real Estate Transactions, Leases, Tenant, Selling, Investments, Real Estate Development, Location Intelligence, Land Acquisition, Investment Sales, Real Property, Commercial Real Estate..., 1031 Exchanges, Asset Management, CCIM, Commercial Leasing, Commercial Real Estate..., Commercial Real Estate..., Investment Properties, Landlords, Lease Administration, Property, Property Management, Real Estate Private..., Shopping Centers
Education
University of Tennessee-Knoxville - College of Business Administration 1997 — 2001
Bachelor of Science (BS), Finance, General
Avison Young Knoxville September 2015 - Present
Cushman & Wakefield Cornerstone October 2010 - September 2015
Wood Properties, Inc. February 2003 - October 2010
The Market Edge December 2001 - February 2003
Morgan Stanley August 2000 - December 2001
Skills
Brokerage, Real Estate, Tenant Representation, Commercial Real Estate, Finance, Disposition, Corporate Real Estate, Valuation, Financial Analysis, Negotiation, Lease Negotiations, Real Estate Economics, Market Analysis, Construction, Contract Negotiation, Real Estate Transactions, Leases, Tenant, Selling, Investments, Real Estate Development, Location Intelligence, Land Acquisition, Investment Sales, Real Property, Commercial Real Estate..., 1031 Exchanges, Asset Management, CCIM, Commercial Leasing, Commercial Real Estate..., Commercial Real Estate..., Investment Properties, Landlords, Lease Administration, Property, Property Management, Real Estate Private..., Shopping Centers
Education
University of Tennessee-Knoxville - College of Business Administration 1997 — 2001
Bachelor of Science (BS), Finance, General
Karin Kimbrough Karin Kimbrough's Morgan Stanley Experience March 2000 - May 2005
Job Managing Director, Head of Macro and Economic Policy at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2014 - Present
Federal Reserve Bank of New York April 2010 - November 2014
Federal Reserve Bank of New York June 2005 - April 2010
Morgan Stanley March 2000 - May 2005
Skills
Quant, Applied Econometrics, Macroeconomics, cross-asset analysis, Quantitative Analytics, Economics, Finance, Foreign Exchange, Monetary Policy, Econometrics, Quantitative Investing, Bloomberg, Financial Markets, Currency, Fixed Income, Capital Markets, Economic Research, Emerging Markets, Financial Modeling, Analysis
Education
University of Oxford 1994 — 1999
PhD, Economics
Harvard University, John F. Kennedy School of Government 1992 — 1994
MPP, International Trade and Economics
Stanford University 1986 — 1990
B.A., Economics
Bank of America Merrill Lynch December 2014 - Present
Federal Reserve Bank of New York April 2010 - November 2014
Federal Reserve Bank of New York June 2005 - April 2010
Morgan Stanley March 2000 - May 2005
Skills
Quant, Applied Econometrics, Macroeconomics, cross-asset analysis, Quantitative Analytics, Economics, Finance, Foreign Exchange, Monetary Policy, Econometrics, Quantitative Investing, Bloomberg, Financial Markets, Currency, Fixed Income, Capital Markets, Economic Research, Emerging Markets, Financial Modeling, Analysis
Education
University of Oxford 1994 — 1999
PhD, Economics
Harvard University, John F. Kennedy School of Government 1992 — 1994
MPP, International Trade and Economics
Stanford University 1986 — 1990
B.A., Economics
Matthew Spinozzi Matthew Spinozzi's Morgan Stanley Experience February 2012 - March 2013
Job MSc of Brewing & Distilling
Industry Food & Beverages
Experience
The Spirited Consultant August 2013 - Present
Newer Sounds December 2012 - Present
K5 Whisky November 2013 - September 2014
Barclays Investment Bank August 2013 - September 2014
Morgan Stanley February 2012 - March 2013
Barclays Capital August 2011 - January 2012
Peak Counsel, Inc. June 2011 - August 2011
Thomson Reuters February 2011 - May 2011
Vision Technology Services August 2010 - November 2010
Skills
Distillation, Brewing, Fermentation, Recipe Development, Management, Consulting, Analysis, Negotiation, Leadership, Recruiting, Interviews, Human Resources, Financial Modeling, Data Analysis, Whisky, Research, Excel, bank debt, leveraged loans, syndicated debt, Draft Beer Technician
Education
Heriot-Watt University 2014 — 2015
Master of Science (MSc), Brewing & Distilling
The Johns Hopkins University 2006 — 2010
Bachelor of Arts, History, History of Art, 3.7 GPA (Distinction)
University College Cork 2008 — 2009
Study Abroad, History, Art History and Archeology
St David's
The Spirited Consultant August 2013 - Present
Newer Sounds December 2012 - Present
K5 Whisky November 2013 - September 2014
Barclays Investment Bank August 2013 - September 2014
Morgan Stanley February 2012 - March 2013
Barclays Capital August 2011 - January 2012
Peak Counsel, Inc. June 2011 - August 2011
Thomson Reuters February 2011 - May 2011
Vision Technology Services August 2010 - November 2010
Skills
Distillation, Brewing, Fermentation, Recipe Development, Management, Consulting, Analysis, Negotiation, Leadership, Recruiting, Interviews, Human Resources, Financial Modeling, Data Analysis, Whisky, Research, Excel, bank debt, leveraged loans, syndicated debt, Draft Beer Technician
Education
Heriot-Watt University 2014 — 2015
Master of Science (MSc), Brewing & Distilling
The Johns Hopkins University 2006 — 2010
Bachelor of Arts, History, History of Art, 3.7 GPA (Distinction)
University College Cork 2008 — 2009
Study Abroad, History, Art History and Archeology
St David's
Marc Dahan, MCP Marc Dahan, MCP's Morgan Stanley Experience January 2011 - Present
Job Seeking new opportunities in the information technology field
Industry Information Technology and Services
Experience
Morgan Stanley January 2011 - Present
Services de Sante Globale SOS - Global Health Services SOS September 2007 - Present
MuxLab 2010 - 2010
N(i)2 March 2008 - February 2009
SGI April 2000 - January 2008
Magil Laurentian Realty Corporation April 1994 - December 1997
Skills
Linux, TWiki, Networking, Unix, Security, Virtualization, Disaster Recovery, Management, Marketing, Technical Support, Customer Satisfaction, Selling, Data Center, SQL, Telecommunications, Network Administration, Product Development, Program Management, Hardware, IT Management, Software Project..., Business Intelligence, IT Operations, Troubleshooting, ITIL, Databases, Enterprise Software, Network Security, SharePoint, Sales, Software Development, Servers, Interviews, Budgets, Visio, Vendor Management
Education
HEC Montréal 1990 — 1993
Cegep St-Laurent 1985 — 1987
DEC
Maimonide 1983 — 1985
Claret 1974 — 1982
EGB
Morgan Stanley January 2011 - Present
Services de Sante Globale SOS - Global Health Services SOS September 2007 - Present
MuxLab 2010 - 2010
N(i)2 March 2008 - February 2009
SGI April 2000 - January 2008
Magil Laurentian Realty Corporation April 1994 - December 1997
Skills
Linux, TWiki, Networking, Unix, Security, Virtualization, Disaster Recovery, Management, Marketing, Technical Support, Customer Satisfaction, Selling, Data Center, SQL, Telecommunications, Network Administration, Product Development, Program Management, Hardware, IT Management, Software Project..., Business Intelligence, IT Operations, Troubleshooting, ITIL, Databases, Enterprise Software, Network Security, SharePoint, Sales, Software Development, Servers, Interviews, Budgets, Visio, Vendor Management
Education
HEC Montréal 1990 — 1993
Cegep St-Laurent 1985 — 1987
DEC
Maimonide 1983 — 1985
Claret 1974 — 1982
EGB
Yovo Stefanov Yovo Stefanov's Morgan Stanley Experience August 2001 - November 2005
Job Risk Manager, MBA, PMP
Industry Banking
Experience
First Hawaiian Bank December 2008 - Present
City Running Tours May 2015 - Present
CM&D December 2007 - December 2008
Resources Global Professionals November 2006 - December 2007
First Hawaiian Bank November 2005 - November 2006
Morgan Stanley August 2001 - November 2005
Hawaii Pacific University August 2002 - March 2005
Bank of Hawaii October 2003 - January 2004
Skills
Risk Management, Project Management, Banking, Financial Analysis, Program Management, Insurance, Business Analysis, Investments, Financial Risk, PMP, Auditing, Budgets, Leadership, Internal Audit, Portfolio Management, Finance, Customer Service, Analysis, Management, Training, Soccer
Education
Hawaii Pacific University 2001 — 2003
MBA, Finance
Hawaii Pacific University 1997 — 2001
BSBA, Information Systems & Finance
First Hawaiian Bank December 2008 - Present
City Running Tours May 2015 - Present
CM&D December 2007 - December 2008
Resources Global Professionals November 2006 - December 2007
First Hawaiian Bank November 2005 - November 2006
Morgan Stanley August 2001 - November 2005
Hawaii Pacific University August 2002 - March 2005
Bank of Hawaii October 2003 - January 2004
Skills
Risk Management, Project Management, Banking, Financial Analysis, Program Management, Insurance, Business Analysis, Investments, Financial Risk, PMP, Auditing, Budgets, Leadership, Internal Audit, Portfolio Management, Finance, Customer Service, Analysis, Management, Training, Soccer
Education
Hawaii Pacific University 2001 — 2003
MBA, Finance
Hawaii Pacific University 1997 — 2001
BSBA, Information Systems & Finance
Casey Kean Casey Kean's Morgan Stanley Experience October 1998 - October 2003
Job Education Manager at Success Academy Charter Schools
Industry Education Management
Experience
Success Academy Charter Schools July 2012 - Present
Touro College September 2014 - January 2015
Peace Corps June 2011 - October 2011
Peace Corps October 2007 - July 2010
University of North Texas August 2004 - August 2007
Morgan Stanley October 1998 - October 2003
Skills
Program Evaluation, Stata, Grant Writing, Policy Analysis, Community Development, Volunteer Management, Fundraising, Community Outreach, Non-profits, French, Qualitative Research, Program Development, Research, Capacity Building, Youth Development, Curriculum Design, Program Management, Teaching, Grants, Staff Development, Training, International..., Leadership, Education Policy, International Education, Public Policy, Public Speaking, International Relations, Editing, Data Analysis, Event Planning, Curriculum Development
Education
Harvard University Graduate School of Education 2010 — 2011
EdM, International Education Policy
University of North Texas 2004 — 2007
BA, International Studies; International Business and Economics; French
Success Academy Charter Schools July 2012 - Present
Touro College September 2014 - January 2015
Peace Corps June 2011 - October 2011
Peace Corps October 2007 - July 2010
University of North Texas August 2004 - August 2007
Morgan Stanley October 1998 - October 2003
Skills
Program Evaluation, Stata, Grant Writing, Policy Analysis, Community Development, Volunteer Management, Fundraising, Community Outreach, Non-profits, French, Qualitative Research, Program Development, Research, Capacity Building, Youth Development, Curriculum Design, Program Management, Teaching, Grants, Staff Development, Training, International..., Leadership, Education Policy, International Education, Public Policy, Public Speaking, International Relations, Editing, Data Analysis, Event Planning, Curriculum Development
Education
Harvard University Graduate School of Education 2010 — 2011
EdM, International Education Policy
University of North Texas 2004 — 2007
BA, International Studies; International Business and Economics; French
Christine Paul's Morgan Stanley Experience June 2007 - August 2007
Job MBA Candidate, Kellogg School of Management
Industry Financial Services
Experience
Barclays Capital August 2008 - June 2013
Morgan Stanley June 2007 - August 2007
Ocean Bank 2005 - 2005
Skills
Bloomberg, Series 7, Bloomberg Terminal, Series 63, Derivatives, Financial Modeling, Investment Banking, Valuation, Swaps, Securities, Emerging Markets
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Miami 2004 — 2008
BBA, Finance
Queen Mary, U. of London 2006 — 2006
Business Management
HEC Paris
Exchange Program
Barclays Capital August 2008 - June 2013
Morgan Stanley June 2007 - August 2007
Ocean Bank 2005 - 2005
Skills
Bloomberg, Series 7, Bloomberg Terminal, Series 63, Derivatives, Financial Modeling, Investment Banking, Valuation, Swaps, Securities, Emerging Markets
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA)
University of Miami 2004 — 2008
BBA, Finance
Queen Mary, U. of London 2006 — 2006
Business Management
HEC Paris
Exchange Program
Wilson Kuhnel's Morgan Stanley Experience June 2015 - August 2015
Job Investment Banking Summer Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Ken Cuccinelli for Governor June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Matlab, Mathematica, Python, Microsoft Office, PowerPoint, Customer Service, Fundraising, Data Analysis, Capital Markets, Finance, Financial Modeling
Education
Harvard University 2012 — 2016
Bachelor's Degree, Earth and Planetary Sciences
Woodberry Forest School 2008 — 2012
Morgan Stanley June 2015 - August 2015
Morgan Stanley June 2014 - August 2014
Ken Cuccinelli for Governor June 2013 - August 2013
Skills
Microsoft Excel, Microsoft Word, Matlab, Mathematica, Python, Microsoft Office, PowerPoint, Customer Service, Fundraising, Data Analysis, Capital Markets, Finance, Financial Modeling
Education
Harvard University 2012 — 2016
Bachelor's Degree, Earth and Planetary Sciences
Woodberry Forest School 2008 — 2012
Jameie Martinez's Morgan Stanley Experience March 2006 - October 2007
Job Executive Administrator
Industry Financial Services
Experience
Visa January 2012 - Present
Gryphon Investors, Warburg Pincus, Keefe, Bruyette & Woods, Inc., Qatalyst Partners November 2010 - December 2011
Texas Pacific Group October 2007 - November 2010
Morgan Stanley March 2006 - October 2007
RR Donnelley & Sons November 2003 - March 2006
Regus Business Centre, Inc. December 2002 - November 2003
K&H Sales, Inc. June 1998 - December 2002
Skills
Microsoft Office, Outlook, Concur, Calendaring, Administrative..., Calendars, Office Management, Microsoft Excel, Event Planning, Human Resources, PowerPoint, Executive Support, Private Equity, Travel Arrangements, Microsoft Word, Marketing, Expenses, Employee Relations, Recruiting, Confidentiality, Sales, Event Management, Customer Service, Project Management, Access, Leadership, Lotus Notes, Expense Reports, Onboarding, Invoicing, Accounts Payable, Administrative...
Education
Heald College 2001 — 2003
Associate in Applied Science, Computer Business Administration
Visa January 2012 - Present
Gryphon Investors, Warburg Pincus, Keefe, Bruyette & Woods, Inc., Qatalyst Partners November 2010 - December 2011
Texas Pacific Group October 2007 - November 2010
Morgan Stanley March 2006 - October 2007
RR Donnelley & Sons November 2003 - March 2006
Regus Business Centre, Inc. December 2002 - November 2003
K&H Sales, Inc. June 1998 - December 2002
Skills
Microsoft Office, Outlook, Concur, Calendaring, Administrative..., Calendars, Office Management, Microsoft Excel, Event Planning, Human Resources, PowerPoint, Executive Support, Private Equity, Travel Arrangements, Microsoft Word, Marketing, Expenses, Employee Relations, Recruiting, Confidentiality, Sales, Event Management, Customer Service, Project Management, Access, Leadership, Lotus Notes, Expense Reports, Onboarding, Invoicing, Accounts Payable, Administrative...
Education
Heald College 2001 — 2003
Associate in Applied Science, Computer Business Administration
William Evarts William Evarts's Morgan Stanley Experience July 2010 - May 2012
Job Associate at The Blackstone Group, Restructuring & Reorganization
Industry Investment Banking
Experience
The Blackstone Group July 2015 - Present
The Blackstone Group June 2014 - August 2014
Morgan Stanley July 2010 - May 2012
Morgan Stanley July 2007 - July 2010
Education
University of Pennsylvania - The Wharton School 2013 — 2015
M.B.A. with Honors
University of Pennsylvania Law School 2012 — 2015
J.D., Cum Laude
Harvard University 2003 — 2007
A.B., Cum Laude with High Honors, History and Literature
The Blackstone Group July 2015 - Present
The Blackstone Group June 2014 - August 2014
Morgan Stanley July 2010 - May 2012
Morgan Stanley July 2007 - July 2010
Education
University of Pennsylvania - The Wharton School 2013 — 2015
M.B.A. with Honors
University of Pennsylvania Law School 2012 — 2015
J.D., Cum Laude
Harvard University 2003 — 2007
A.B., Cum Laude with High Honors, History and Literature
Siqi Mou Siqi Mou's Morgan Stanley Experience June 2011 - June 2013
Job MBA/MPAID Joint Degree Candidate at Stanford Business School and Harvard Kennedy School
Industry Financial Services
Experience
PIMCO June 2015 - August 2015
Bloomberg TV Indonesia July 2014 - September 2014
Federal Reserve Bank of New York May 2014 - July 2014
Morgan Stanley June 2011 - June 2013
Carnegie Hall September 2011 - May 2013
J.P. Morgan June 2010 - August 2010
Harvard Law School May 2010 - July 2010
Warner Bros. Records June 2009 - August 2009
Stanford Graduate School of Business February 2009 - May 2009
Skills
Fixed Income, Bloomberg, Financial Modeling, Valuation, Stata, Option Valuation, Bonds, Portfolio Management, Financial Analysis, Business Strategy, Securities, Capital Markets, Trading, Corporate Finance, Microsoft Excel, Java, Stochastic Calculus, Hedge Funds, Equities, Investment Banking, News Anchoring, Television News, Journalism
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Harvard University, John F. Kennedy School of Government 2013 — 2015
Master of Public Administration in International Development (MPA/ID)
Stanford University 2007 — 2011
B.A., Economics
University of Oxford 2009 — 2010
PPE, Music
PIMCO June 2015 - August 2015
Bloomberg TV Indonesia July 2014 - September 2014
Federal Reserve Bank of New York May 2014 - July 2014
Morgan Stanley June 2011 - June 2013
Carnegie Hall September 2011 - May 2013
J.P. Morgan June 2010 - August 2010
Harvard Law School May 2010 - July 2010
Warner Bros. Records June 2009 - August 2009
Stanford Graduate School of Business February 2009 - May 2009
Skills
Fixed Income, Bloomberg, Financial Modeling, Valuation, Stata, Option Valuation, Bonds, Portfolio Management, Financial Analysis, Business Strategy, Securities, Capital Markets, Trading, Corporate Finance, Microsoft Excel, Java, Stochastic Calculus, Hedge Funds, Equities, Investment Banking, News Anchoring, Television News, Journalism
Education
Stanford University Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Harvard University, John F. Kennedy School of Government 2013 — 2015
Master of Public Administration in International Development (MPA/ID)
Stanford University 2007 — 2011
B.A., Economics
University of Oxford 2009 — 2010
PPE, Music
Louis-Alexandre Etezad-Heydari Louis-Alexandre Etezad-Heydari's Morgan Stanley Experience 2007 - 2009
Job Senior Data Scientist & Product Lead for Twitter Cortex
Industry Computer Software
Experience
Twitter July 2014 - Present
New York University September 2010 - Present
MADBITS December 2012 - July 2014
Morgan Stanley 2007 - 2009
Skills
Visual Perception, Visual Creation, Systems Perception, Systems Creation, Python, Research, Statistics, Data Analysis, Algorithms, Matlab, Machine Learning, Teaching, Management, R
Education
New York University 2010 — 2014
Ph.D., Cognition & Perception
HEC 2005 — 2008
MSc, Management / Finance
Université René Descartes 2002 — 2005
BS, Cognitive Science
Twitter July 2014 - Present
New York University September 2010 - Present
MADBITS December 2012 - July 2014
Morgan Stanley 2007 - 2009
Skills
Visual Perception, Visual Creation, Systems Perception, Systems Creation, Python, Research, Statistics, Data Analysis, Algorithms, Matlab, Machine Learning, Teaching, Management, R
Education
New York University 2010 — 2014
Ph.D., Cognition & Perception
HEC 2005 — 2008
MSc, Management / Finance
Université René Descartes 2002 — 2005
BS, Cognitive Science
Barry Kirkman's Morgan Stanley Experience August 2007 - Present
Job Executive Director, ISG Technology at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley August 2007 - Present
UBS Investment Bank August 1999 - August 2007
Skills
Software Development, Software Project..., Core Java, Java, Requirements Analysis, Project Management, Software Design, System Design, Object Oriented Design, Software Engineering, SDLC, System Architecture, Information Technology, Distributed Systems, JavaSE, XML, Analysis
Education
Heriot-Watt University 1995 — 1999
Bachelor of Engineering (BEng), Information Systems Engineering
Morgan Stanley August 2007 - Present
UBS Investment Bank August 1999 - August 2007
Skills
Software Development, Software Project..., Core Java, Java, Requirements Analysis, Project Management, Software Design, System Design, Object Oriented Design, Software Engineering, SDLC, System Architecture, Information Technology, Distributed Systems, JavaSE, XML, Analysis
Education
Heriot-Watt University 1995 — 1999
Bachelor of Engineering (BEng), Information Systems Engineering
Jay A. Bucher's Morgan Stanley Experience October 2013 - May 2014
Job Financial Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2015 - Present
VMG Health June 2014 - June 2015
Morgan Stanley October 2013 - May 2014
Buckeye Diamond Logistics May 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Business Valuation, Portfolio Management, Equity Valuation, Equity Research, Fixed Income Analysis, Portfolio Performance..., Mergers & Acquisitions, Bloomberg, Windows, Microsoft Office, Marketing Research, Data Analysis, Financial Statement..., Finance, Accounting, Economics, Logistics, Management, Project Management, Personal & Virtual...
Education
University of Tennessee-Knoxville - College of Business Administration 2010 — 2014
Bachelor's of Science, Finance, General, 3.6
Merrill Lynch June 2015 - Present
VMG Health June 2014 - June 2015
Morgan Stanley October 2013 - May 2014
Buckeye Diamond Logistics May 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Business Valuation, Portfolio Management, Equity Valuation, Equity Research, Fixed Income Analysis, Portfolio Performance..., Mergers & Acquisitions, Bloomberg, Windows, Microsoft Office, Marketing Research, Data Analysis, Financial Statement..., Finance, Accounting, Economics, Logistics, Management, Project Management, Personal & Virtual...
Education
University of Tennessee-Knoxville - College of Business Administration 2010 — 2014
Bachelor's of Science, Finance, General, 3.6
Andrew Flisher Andrew Flisher's Morgan Stanley Experience November 2012 - March 2013
Job Analyst at Constellation
Industry Financial Services
Experience
Constellation March 2013 - Present
Morgan Stanley November 2012 - March 2013
Metropolitan Kitchen and Lounge May 2012 - October 2012
Shark's Cove Marina May 2009 - August 2011
Talbot Country Club August 2007 - April 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, HTML
Education
High Point University 2008 — 2012
Bachelor of Science, Business Finance, 3.85
Constellation March 2013 - Present
Morgan Stanley November 2012 - March 2013
Metropolitan Kitchen and Lounge May 2012 - October 2012
Shark's Cove Marina May 2009 - August 2011
Talbot Country Club August 2007 - April 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, HTML
Education
High Point University 2008 — 2012
Bachelor of Science, Business Finance, 3.85
Matthew Allunario Matthew Allunario's Morgan Stanley Experience August 2009 - December 2009
Job Grain Trader
Industry Import and Export
Experience
Perdue Farms June 2014 - Present
Wells Fargo October 2012 - April 2014
Wells Fargo December 2010 - October 2012
Kingsview July 2010 - September 2010
Morgan Stanley August 2009 - December 2009
RSSI Globe Tech May 2006 - August 2009
Laser Park Entertainment Inc January 2002 - August 2009
Bloomberg LP June 2009 - July 2009
Princeton Healthcare System June 2008 - August 2008
Skills
Trading,, Consultive Style Selling, Sales, Leadership, Customer Service, Asset Management, Business Strategy, SEO, Programming, Microsoft Office, Microsoft Outlook, Marketing, Equities, Fixed Income, Teamwork, Asset Managment, Analysis, Investments, Microsoft Excel, Options, Series 7, Series 63, Consultative Selling..., Portfolio Management, Managed Futures, Small Business Lending, Home Equity Loans, Home Equity Lines of..., Mortgage Lending, Opening New Accounts, Microsoft Word, Photoshop, Creative Writing, Options Strategies, FX Options, Time Management, Credit, Insurance, Loans, Retirement Planning, Investment Management, Social Media, Banking, Management, Risk Management, ETFs, Securities, Equity Trading, Bonds, Mutual Funds
Education
High Point University 2006 — 2010
BS, Finance, Minors- Accounting, Economics
Princeton High School
Perdue Farms June 2014 - Present
Wells Fargo October 2012 - April 2014
Wells Fargo December 2010 - October 2012
Kingsview July 2010 - September 2010
Morgan Stanley August 2009 - December 2009
RSSI Globe Tech May 2006 - August 2009
Laser Park Entertainment Inc January 2002 - August 2009
Bloomberg LP June 2009 - July 2009
Princeton Healthcare System June 2008 - August 2008
Skills
Trading,, Consultive Style Selling, Sales, Leadership, Customer Service, Asset Management, Business Strategy, SEO, Programming, Microsoft Office, Microsoft Outlook, Marketing, Equities, Fixed Income, Teamwork, Asset Managment, Analysis, Investments, Microsoft Excel, Options, Series 7, Series 63, Consultative Selling..., Portfolio Management, Managed Futures, Small Business Lending, Home Equity Loans, Home Equity Lines of..., Mortgage Lending, Opening New Accounts, Microsoft Word, Photoshop, Creative Writing, Options Strategies, FX Options, Time Management, Credit, Insurance, Loans, Retirement Planning, Investment Management, Social Media, Banking, Management, Risk Management, ETFs, Securities, Equity Trading, Bonds, Mutual Funds
Education
High Point University 2006 — 2010
BS, Finance, Minors- Accounting, Economics
Princeton High School
Matt Purcell Matt Purcell's Morgan Stanley Experience October 2005 - August 2006
Job
Industry Logistics and Supply Chain
Experience
eviCore healthcare August 2015 - Present
OHL July 2014 - August 2015
OHL August 2013 - July 2014
OHL January 2012 - August 2013
OHL April 2011 - January 2012
Avenue Bank January 2010 - March 2011
United Community Banks, Inc January 2007 - July 2008
Morgan Stanley October 2005 - August 2006
Skills
Finance, Credit, Financial Analysis, Financial Reporting, Customer Service, Time Management, Forecasting, Analysis, Strategic Financial..., Accounting, Leadership, Financial Modeling, Budgets, Management, Process Improvement, Pricing, Financial Planning
Education
Middle Tennessee State University 2008 — 2009
MBA, Finance
University of Tennessee-Knoxville - College of Business Administration 2002 — 2006
Bachelor of Science in Business Administration, Finance with a collateral study in Economics
eviCore healthcare August 2015 - Present
OHL July 2014 - August 2015
OHL August 2013 - July 2014
OHL January 2012 - August 2013
OHL April 2011 - January 2012
Avenue Bank January 2010 - March 2011
United Community Banks, Inc January 2007 - July 2008
Morgan Stanley October 2005 - August 2006
Skills
Finance, Credit, Financial Analysis, Financial Reporting, Customer Service, Time Management, Forecasting, Analysis, Strategic Financial..., Accounting, Leadership, Financial Modeling, Budgets, Management, Process Improvement, Pricing, Financial Planning
Education
Middle Tennessee State University 2008 — 2009
MBA, Finance
University of Tennessee-Knoxville - College of Business Administration 2002 — 2006
Bachelor of Science in Business Administration, Finance with a collateral study in Economics
Eddy Shu Eddy Shu's Morgan Stanley Experience June 2008 - August 2008
Job Developer at Blackrock
Industry Investment Management
Experience
Bloom Energy April 2012 - February 2013
Goldwind September 2011 - April 2012
Institute for Defense Analyses - Science and Technology Policy Institute June 2010 - August 2011
Thomson Reuters October 2009 - June 2010
Endeavour Vision, European Tech Tour March 2009 - July 2009
Ass. des gradués HEC Lausanne September 2008 - February 2009
Morgan Stanley June 2008 - August 2008
Skills
SQL, Java, Visual Basic, R
Education
University of California, San Diego
Bachelor of Science
HEC Lausanne - School of Business
Master of Science
Bloom Energy April 2012 - February 2013
Goldwind September 2011 - April 2012
Institute for Defense Analyses - Science and Technology Policy Institute June 2010 - August 2011
Thomson Reuters October 2009 - June 2010
Endeavour Vision, European Tech Tour March 2009 - July 2009
Ass. des gradués HEC Lausanne September 2008 - February 2009
Morgan Stanley June 2008 - August 2008
Skills
SQL, Java, Visual Basic, R
Education
University of California, San Diego
Bachelor of Science
HEC Lausanne - School of Business
Master of Science
Justin T. Bennett Justin T. Bennett's Morgan Stanley Experience December 2010 - June 2013
Job Research Analyst at The Bogdahn Group
Industry Financial Services
Experience
The Bogdahn Group January 2015 - Present
CapTrust Advisors, LLC June 2013 - December 2014
Morgan Stanley December 2010 - June 2013
Morgan Stanley October 2006 - June 2009
Education
Haslam College of Business at the University of Tennessee 2002 — 2006
Bachelor of Science, Finance
The Bogdahn Group January 2015 - Present
CapTrust Advisors, LLC June 2013 - December 2014
Morgan Stanley December 2010 - June 2013
Morgan Stanley October 2006 - June 2009
Education
Haslam College of Business at the University of Tennessee 2002 — 2006
Bachelor of Science, Finance
Stuart Laipple Stuart Laipple's Morgan Stanley Experience 2007 - 2009
Job Senior Network Administrator at UBS Investment Bank (Regional On Site Services)
Industry Information Technology and Services
Experience
UBS Investment Bank April 2009 - Present
Morgan Stanley 2007 - 2009
The Picture People 2006 - 2007
JPMorgan Chase May 2000 - October 2004
Hyatt Regency August 1988 - November 1998
Skills
Purchasing, XP, Vendor Management, System Administration, VMware, Servers, Business Analysis, Windows, Troubleshooting, Program Management, Change Management, Team Management, Disaster Recovery, IT Management, Customer Service, Project Management, Outlook, Market Data, Bloomberg Software, Data Center, Management
Education
Heald College 1999 — 2000
AA, Computer Science
San Francisco State University 1986 — 1988
G3-USGS, Geology
UBS Investment Bank April 2009 - Present
Morgan Stanley 2007 - 2009
The Picture People 2006 - 2007
JPMorgan Chase May 2000 - October 2004
Hyatt Regency August 1988 - November 1998
Skills
Purchasing, XP, Vendor Management, System Administration, VMware, Servers, Business Analysis, Windows, Troubleshooting, Program Management, Change Management, Team Management, Disaster Recovery, IT Management, Customer Service, Project Management, Outlook, Market Data, Bloomberg Software, Data Center, Management
Education
Heald College 1999 — 2000
AA, Computer Science
San Francisco State University 1986 — 1988
G3-USGS, Geology
Etienne Demers-Martel's Morgan Stanley Experience July 2008 - September 2009
Job Digital Innovation Strategist
Industry Management Consulting
Experience
Aalto Invest UK Ltd June 2015 - Present
NoMad Labs June 2015 - Present
McKinsey & Company August 2012 - June 2015
McNally Capital September 2011 - December 2011
Quadzee July 2011 - December 2011
Apple Inc. June 2011 - September 2011
Morgan Stanley Smith Barney September 2009 - July 2010
Morgan Stanley July 2008 - September 2009
McKinsey & Company August 2006 - June 2008
HEC Montreal September 2001 - April 2006
Skills
Strategy, Financial Modeling, Mergers & Acquisitions, Mergers, Management, Private Equity, Product Development, Entrepreneurship, Organizational..., Product Management, Competitive Analysis, Business Analysis, Cross-functional Team..., Strategic Planning, Mobile Technology, Mobile Payments, Private Banking, Management Consulting, Corporate Development, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Indian School of Business 2012 — 2012
Exchange student
Université de Montréal - HEC Montréal 2004 — 2007
M.Sc
Université de Montréal - HEC Montréal 2001 — 2004
B.B.A.
Warwick Business School 2003 — 2003
Exchange student
Aalto Invest UK Ltd June 2015 - Present
NoMad Labs June 2015 - Present
McKinsey & Company August 2012 - June 2015
McNally Capital September 2011 - December 2011
Quadzee July 2011 - December 2011
Apple Inc. June 2011 - September 2011
Morgan Stanley Smith Barney September 2009 - July 2010
Morgan Stanley July 2008 - September 2009
McKinsey & Company August 2006 - June 2008
HEC Montreal September 2001 - April 2006
Skills
Strategy, Financial Modeling, Mergers & Acquisitions, Mergers, Management, Private Equity, Product Development, Entrepreneurship, Organizational..., Product Management, Competitive Analysis, Business Analysis, Cross-functional Team..., Strategic Planning, Mobile Technology, Mobile Payments, Private Banking, Management Consulting, Corporate Development, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Indian School of Business 2012 — 2012
Exchange student
Université de Montréal - HEC Montréal 2004 — 2007
M.Sc
Université de Montréal - HEC Montréal 2001 — 2004
B.B.A.
Warwick Business School 2003 — 2003
Exchange student
Nihard Jaleel's Morgan Stanley Experience August 1999 - June 2000
Job A Seasoned Risk Management Professional in the Financial Industry With Experience in Credit and Market Risk Management.
Industry Financial Services
Experience
Federal Home Loan Bank of San Francisco September 2004 - April 2015
Charles Schwab & Co. September 2000 - December 2002
Morgan stanley August 1999 - June 2000
Skills
Credit Analysis, Capital Markets, Portfolio Management, Financial Modeling, Credit Risk, Banking, Treasury Management, Fixed Income, Derivatives, Financial Analysis, Investments, Bloomberg, Risk Management, Valuation, Credit, Financial Markets, Bonds, Due Diligence, Swaps, Interest Rate..., Financial Risk, Liquidity, Loans, Market Risk, Financial Services, Applications –..., Finance, Operational Risk, Asset Management
Education
University of Washington 2005 — 2007
Certificate, Pacific Coast Banking School – Masters Level Extension Program for Senior
Hawaii Pacific University 1996 — 1998
MBA, Deans List, GPA-3.47
Hawaii Pacific University 1991 — 1996
Bachelor of Business Administration (BBA), International Business Management & Marketing
Federal Home Loan Bank of San Francisco September 2004 - April 2015
Charles Schwab & Co. September 2000 - December 2002
Morgan stanley August 1999 - June 2000
Skills
Credit Analysis, Capital Markets, Portfolio Management, Financial Modeling, Credit Risk, Banking, Treasury Management, Fixed Income, Derivatives, Financial Analysis, Investments, Bloomberg, Risk Management, Valuation, Credit, Financial Markets, Bonds, Due Diligence, Swaps, Interest Rate..., Financial Risk, Liquidity, Loans, Market Risk, Financial Services, Applications –..., Finance, Operational Risk, Asset Management
Education
University of Washington 2005 — 2007
Certificate, Pacific Coast Banking School – Masters Level Extension Program for Senior
Hawaii Pacific University 1996 — 1998
MBA, Deans List, GPA-3.47
Hawaii Pacific University 1991 — 1996
Bachelor of Business Administration (BBA), International Business Management & Marketing
Kay Stienessen's Morgan Stanley Experience June 2000 - November 2001
Job Financial Advisor, CPA and Investment Management Specialist
Industry Investment Management
Experience
Kay Stienessen, CPA Financial Advisor December 2012 - Present
Burns Brothers Financial Group January 2007 - December 2012
CPA firm February 2002 - July 2006
Morgan Stanley June 2000 - November 2001
Self-employed July 1987 - June 2000
Skills
Retirement Planning, Investments, Tax, Accounting, Insurance, Small Business, Series 63, Long-term Care, Mergers & Acquisitions, Finance, Strategic Financial..., Securities, Financial Services, Financial Advisory, Financial Planners, Retirement, Financial Planning, Customer Service, Strategic Planning
Education
Metropolitan State University 1991 — 1994
BA
Hennepin Technical College 1974 — 1976
AA
St. Catherine University 1973 — 1974
Kay Stienessen, CPA Financial Advisor December 2012 - Present
Burns Brothers Financial Group January 2007 - December 2012
CPA firm February 2002 - July 2006
Morgan Stanley June 2000 - November 2001
Self-employed July 1987 - June 2000
Skills
Retirement Planning, Investments, Tax, Accounting, Insurance, Small Business, Series 63, Long-term Care, Mergers & Acquisitions, Finance, Strategic Financial..., Securities, Financial Services, Financial Advisory, Financial Planners, Retirement, Financial Planning, Customer Service, Strategic Planning
Education
Metropolitan State University 1991 — 1994
BA
Hennepin Technical College 1974 — 1976
AA
St. Catherine University 1973 — 1974
Guillaume Ross's Morgan Stanley Experience April 2014 - September 2014
Job Senior Consultant Global Services at Rapid7
Industry Information Technology and Services
Experience
Rapid7 September 2014 - Present
Morgan Stanley April 2014 - September 2014
Independent Consultant September 2010 - September 2014
VIA Rail Canada October 2013 - April 2014
CAE Mining March 2013 - August 2013
VIA Rail Canada March 2013 - April 2013
Desjardins May 2012 - January 2013
TD Insurance January 2011 - April 2012
TD Insurance September 2010 - January 2011
SITA June 2009 - September 2010
Skills
Active Directory, Security, CISSP, Compliance, IT Audit, Windows, Linux, Mac OS X, VMware, Virtualization, Microsoft SQL Server, Business Analysis, iOS, Mobile Devices, Mobile Security, Enterprise Network..., Identity Management, Cloud Computing, Cloud Security, Database Security, Servers, ITIL, Windows Server, IT Service Management, Telecommunications, Windows 3.1, Information Security, Microsoft Technologies, Information Technology, Architecture, Networking, Firewalls, Disaster Recovery, Network Security, Enterprise Architecture, OS X, Bacon, Glasses, Moose, Car Repair, Twitter, French Polishing, APT, BBQ, Cybercrime, Ghosts, Igloo, Microsoft Office, Ninja Skills, Phone Etiquette
Education
Université de Montréal - HEC Montréal 2009 — 2012
Information Systems and Business Analysis
CDI College
AEC In Network Management
Rapid7 September 2014 - Present
Morgan Stanley April 2014 - September 2014
Independent Consultant September 2010 - September 2014
VIA Rail Canada October 2013 - April 2014
CAE Mining March 2013 - August 2013
VIA Rail Canada March 2013 - April 2013
Desjardins May 2012 - January 2013
TD Insurance January 2011 - April 2012
TD Insurance September 2010 - January 2011
SITA June 2009 - September 2010
Skills
Active Directory, Security, CISSP, Compliance, IT Audit, Windows, Linux, Mac OS X, VMware, Virtualization, Microsoft SQL Server, Business Analysis, iOS, Mobile Devices, Mobile Security, Enterprise Network..., Identity Management, Cloud Computing, Cloud Security, Database Security, Servers, ITIL, Windows Server, IT Service Management, Telecommunications, Windows 3.1, Information Security, Microsoft Technologies, Information Technology, Architecture, Networking, Firewalls, Disaster Recovery, Network Security, Enterprise Architecture, OS X, Bacon, Glasses, Moose, Car Repair, Twitter, French Polishing, APT, BBQ, Cybercrime, Ghosts, Igloo, Microsoft Office, Ninja Skills, Phone Etiquette
Education
Université de Montréal - HEC Montréal 2009 — 2012
Information Systems and Business Analysis
CDI College
AEC In Network Management
Stuart Murray's Morgan Stanley Experience 1998 - 2001
Job Investments
Industry Investment Management
Experience
Legatum January 2009 - January 2014
Chandler Corporation 2007 - January 2009
Morgan Stanley 1998 - 2001
Education
University of Pennsylvania - The Wharton School 2005 — 2007
Master of Business Administration (MBA)
University of Cambridge 2004 — 2005
MPhil
Harvard University 1993 — 1997
Bachelor of Arts (B.A.)
Legatum January 2009 - January 2014
Chandler Corporation 2007 - January 2009
Morgan Stanley 1998 - 2001
Education
University of Pennsylvania - The Wharton School 2005 — 2007
Master of Business Administration (MBA)
University of Cambridge 2004 — 2005
MPhil
Harvard University 1993 — 1997
Bachelor of Arts (B.A.)
Matthew Bruce's Morgan Stanley Experience May 2001 - May 2007
Job D. E. Shaw & Co.
Industry Computer Software
Experience
D. E. Shaw & Co. November 2008 - Present
Technology For Markets April 2007 - November 2008
Morgan Stanley May 2001 - May 2007
Astrogamma 1994 - 2001
Skills
Java, Trading, Trading Systems, Unix, C#, Electronic Trading, Linux, Credit Derivatives, Financial Risk, Software Development, Derivatives
Education
Haverford College 1990 — 1994
BS, Astrophysics, Physics, Computer Science
D. E. Shaw & Co. November 2008 - Present
Technology For Markets April 2007 - November 2008
Morgan Stanley May 2001 - May 2007
Astrogamma 1994 - 2001
Skills
Java, Trading, Trading Systems, Unix, C#, Electronic Trading, Linux, Credit Derivatives, Financial Risk, Software Development, Derivatives
Education
Haverford College 1990 — 1994
BS, Astrophysics, Physics, Computer Science
Kit Konolige's Morgan Stanley Experience 1994 - 2006
Job Senior Utility Industry Analyst, Bloomberg Intelligence at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP November 2014 - Present
BGC Partners May 2012 - November 2014
Morgan Stanley 1994 - 2006
Philadelphia Daily News 1976 - 1987
Skills
Sell Side, Equity Research, Equities, Valuation, Financial Modeling, Bloomberg, Investments, Series 7, Investment Banking, Equity Valuation, Trading, Finance, Emerging Markets, Derivatives, Investor Relations, Securities, Options, Venture Capital, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA
Haverford College 1969 — 1973
BA
Regis High School
Bloomberg LP November 2014 - Present
BGC Partners May 2012 - November 2014
Morgan Stanley 1994 - 2006
Philadelphia Daily News 1976 - 1987
Skills
Sell Side, Equity Research, Equities, Valuation, Financial Modeling, Bloomberg, Investments, Series 7, Investment Banking, Equity Valuation, Trading, Finance, Emerging Markets, Derivatives, Investor Relations, Securities, Options, Venture Capital, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA
Haverford College 1969 — 1973
BA
Regis High School
Peter Xu's Morgan Stanley Experience September 2013 - Present
Job Senior Consultant/Grid Architect at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley September 2013 - Present
IBM Platform Computing January 2012 - September 2013
Platform Computing January 2005 - January 2012
Platform Computing September 2000 - December 2004
Platform Computing October 1996 - September 2000
Empress Software Inc. July 1995 - September 1996
Physics Department, University of Toronto September 1993 - July 1995
Physics Department, University of Alberta August 1991 - August 1993
Theoretical Physics Institute, Ruprecht-Karls-Universität Heidelberg August 1990 - July 1991
Skills
Agile Methodologies, Cloud Computing, Distributed Systems, Grid Computing, Java, Solution Architecture, Software Engineering, High Performance..., Virtualization, Big Data, Unix, SOA, SQL, System Architecture, Enterprise Software, Solaris, Middleware, Linux, SaaS, Software Development, IT Strategy, Integration, Pre-sales, Enterprise Architecture, High Availability, Architecture, Storage, Shell Scripting, Object Oriented Design, Perl, Scalability, Cluster, Java Enterprise Edition, Unix Shell Scripting, Hadoop, Software Design, Open Source, Databases, Parallel Computing, Web Services, Software Project..., PaaS, Scrum, Technical Architecture, SOAP, Multithreading, MapReduce, Tomcat, Ant
Education
Heidelberg University 1986 — 1990
Ph.D, Theoretical Physics
Nankai University 1983 — 1986
Master of Science (M.Sc.), Theoretical Physics
Nankai University 1979 — 1983
B.Sc, Physics
Morgan Stanley September 2013 - Present
IBM Platform Computing January 2012 - September 2013
Platform Computing January 2005 - January 2012
Platform Computing September 2000 - December 2004
Platform Computing October 1996 - September 2000
Empress Software Inc. July 1995 - September 1996
Physics Department, University of Toronto September 1993 - July 1995
Physics Department, University of Alberta August 1991 - August 1993
Theoretical Physics Institute, Ruprecht-Karls-Universität Heidelberg August 1990 - July 1991
Skills
Agile Methodologies, Cloud Computing, Distributed Systems, Grid Computing, Java, Solution Architecture, Software Engineering, High Performance..., Virtualization, Big Data, Unix, SOA, SQL, System Architecture, Enterprise Software, Solaris, Middleware, Linux, SaaS, Software Development, IT Strategy, Integration, Pre-sales, Enterprise Architecture, High Availability, Architecture, Storage, Shell Scripting, Object Oriented Design, Perl, Scalability, Cluster, Java Enterprise Edition, Unix Shell Scripting, Hadoop, Software Design, Open Source, Databases, Parallel Computing, Web Services, Software Project..., PaaS, Scrum, Technical Architecture, SOAP, Multithreading, MapReduce, Tomcat, Ant
Education
Heidelberg University 1986 — 1990
Ph.D, Theoretical Physics
Nankai University 1983 — 1986
Master of Science (M.Sc.), Theoretical Physics
Nankai University 1979 — 1983
B.Sc, Physics
Antoine Tronquoy's Morgan Stanley Experience August 2003 - February 2009
Job Chief Financial Officer at Inovalis REIT
Industry Real Estate
Experience
Inovalis REIT (INO.UN) May 2013 - Present
Otera Capital March 2009 - April 2013
Morgan Stanley August 2003 - February 2009
Morgan Stanley January 2002 - July 2003
Roland Berger January 2001 - June 2001
Skills
CMBS, Valuation, Asset Managment, Investments, Real Estate Economics, Distressed Debt, Syndications, Underwriting
Education
HEC Paris 1998 — 2002
Preparation au lycee Sainte Genevieve 1996 — 1998
Inovalis REIT (INO.UN) May 2013 - Present
Otera Capital March 2009 - April 2013
Morgan Stanley August 2003 - February 2009
Morgan Stanley January 2002 - July 2003
Roland Berger January 2001 - June 2001
Skills
CMBS, Valuation, Asset Managment, Investments, Real Estate Economics, Distressed Debt, Syndications, Underwriting
Education
HEC Paris 1998 — 2002
Preparation au lycee Sainte Genevieve 1996 — 1998
Wenqin Wang's Morgan Stanley Experience October 2012 - December 2012
Job Quantitative Researcher
Industry Financial Services
Experience
PDT Partners January 2013 - January 2015
Morgan Stanley October 2012 - December 2012
Harvard University May 2012 - September 2012
Harvard University 2007 - 2012
Harvard University September 2008 - January 2009
Harvard University August 2006 - July 2007
Skills
Statistics, Matlab, Python, C++, Research, Mathematical Modeling, Quantitative Research, Mathematica, Monte Carlo Simulation, LaTeX, Physics, Machine Learning, Quantitative Analytics, Stochastic Calculus, Numerical Analysis, Time Series Analysis, Data Analysis, Statistical Modeling, Data Mining, R
Education
Harvard University 2006 — 2012
Doctor of Philosophy (PhD), Physics
University of Science and Technology of China 2002 — 2006
B.S., Physics
PDT Partners January 2013 - January 2015
Morgan Stanley October 2012 - December 2012
Harvard University May 2012 - September 2012
Harvard University 2007 - 2012
Harvard University September 2008 - January 2009
Harvard University August 2006 - July 2007
Skills
Statistics, Matlab, Python, C++, Research, Mathematical Modeling, Quantitative Research, Mathematica, Monte Carlo Simulation, LaTeX, Physics, Machine Learning, Quantitative Analytics, Stochastic Calculus, Numerical Analysis, Time Series Analysis, Data Analysis, Statistical Modeling, Data Mining, R
Education
Harvard University 2006 — 2012
Doctor of Philosophy (PhD), Physics
University of Science and Technology of China 2002 — 2006
B.S., Physics
Sola Adenekan's Morgan Stanley Experience August 2001 - November 2001
Job Founder and Chief Visionary Officer, Dhyana Eco Essentials, Inc.
Industry Hospitality
Experience
The Adenekan Management Group 2011 - Present
Dhyana Eco Essentials 2010 - Present
Smarties Tutoring Services 2010 - 2010
Citizens Acting Now! 2008 - 2010
Arborbiofuels LLC July 2008 - December 2008
Arborbiofuels LLC 2007 - 2008
Waddell & Reed June 2003 - August 2005
Principal Financial Group January 2002 - July 2003
Morgan Stanley August 2001 - November 2001
Initiative February 2000 - April 2001
Skills
Health, Public Speaking, Conferences, Fundraising, Market Research, New Business Development, Business Strategy, Business Planning, Management Consulting, Events, Entrepreneurship, Social Media, Nonprofits, Coaching, Training, Marketing Communications, Business Development, Event Planning, Sales, Budgets, Sustainability, Public Relations, Strategic Planning, Leadership, Small Business, Marketing, Selling, Social Networking, Social Media Marketing
Education
Harvard University 2012 — 2015
Master of Arts (M.A.), Sustainability Management
New York University 1997 — 2001
BA, Politics and Mathematics
The Adenekan Management Group 2011 - Present
Dhyana Eco Essentials 2010 - Present
Smarties Tutoring Services 2010 - 2010
Citizens Acting Now! 2008 - 2010
Arborbiofuels LLC July 2008 - December 2008
Arborbiofuels LLC 2007 - 2008
Waddell & Reed June 2003 - August 2005
Principal Financial Group January 2002 - July 2003
Morgan Stanley August 2001 - November 2001
Initiative February 2000 - April 2001
Skills
Health, Public Speaking, Conferences, Fundraising, Market Research, New Business Development, Business Strategy, Business Planning, Management Consulting, Events, Entrepreneurship, Social Media, Nonprofits, Coaching, Training, Marketing Communications, Business Development, Event Planning, Sales, Budgets, Sustainability, Public Relations, Strategic Planning, Leadership, Small Business, Marketing, Selling, Social Networking, Social Media Marketing
Education
Harvard University 2012 — 2015
Master of Arts (M.A.), Sustainability Management
New York University 1997 — 2001
BA, Politics and Mathematics
Karl Yeh's Morgan Stanley Experience 2005 - 2005
Job Executive Director Fixed Income Sales at JPMorgan
Industry Financial Services
Experience
JPMorgan 2006 - Present
Morgan Stanley 2005 - 2005
Skills
Mandarin, Fixed Income, Chinese, Investments, Derivatives
Education
Harvard University, John F. Kennedy School of Government 2004 — 2006
JPMorgan 2006 - Present
Morgan Stanley 2005 - 2005
Skills
Mandarin, Fixed Income, Chinese, Investments, Derivatives
Education
Harvard University, John F. Kennedy School of Government 2004 — 2006
Michael Meriwether's Morgan Stanley Experience December 2003 - October 2004
Job Managing Director at Highland Point Capital Advisors
Industry Investment Banking
Experience
Highland Point Capital Advisors (HPCA) January 2009 - Present
The Spero Scholarship Foundation April 2009 - 2011
Aquetong Capital Advisors November 2007 - January 2009
Qorval July 2006 - November 2007
Steven Goldsmith Group January 2005 - July 2006
Morgan Stanley December 2003 - October 2004
Skills
Mergers, Valuation, Management Consulting, Investment Banking, Private Equity, Venture Capital, Corporate Development, Corporate Finance, M&A experience, Financial Modeling, Due Diligence, Hedge Funds, Equities, Financial Analysis, Asset Managment, Finance, Corporate Governance, Business Strategy, Executive Management, Strategic Planning, Competitive Analysis, Financial Services, LBO
Education
University of Tennessee-Knoxville - College of Business Administration
Bachelor of Business Administration (B.B.A.), Finance
Highland Point Capital Advisors (HPCA) January 2009 - Present
The Spero Scholarship Foundation April 2009 - 2011
Aquetong Capital Advisors November 2007 - January 2009
Qorval July 2006 - November 2007
Steven Goldsmith Group January 2005 - July 2006
Morgan Stanley December 2003 - October 2004
Skills
Mergers, Valuation, Management Consulting, Investment Banking, Private Equity, Venture Capital, Corporate Development, Corporate Finance, M&A experience, Financial Modeling, Due Diligence, Hedge Funds, Equities, Financial Analysis, Asset Managment, Finance, Corporate Governance, Business Strategy, Executive Management, Strategic Planning, Competitive Analysis, Financial Services, LBO
Education
University of Tennessee-Knoxville - College of Business Administration
Bachelor of Business Administration (B.B.A.), Finance
Matthew Widick's Morgan Stanley Experience June 2007 - December 2010
Job Kaiser Permanente Chief Data Officer
Industry Hospital & Health Care
Experience
Kaiser Permanente March 2015 - Present
Northern Trust August 2013 - March 2015
Brown Brothers Harriman & Co December 2010 - August 2013
Morgan Stanley June 2007 - December 2010
Oracle March 2004 - June 2007
Creighton, Bradley & Guzzetta LLC December 2000 - February 2003
Seren Innovations, Inc June 2000 - December 2000
Alltel Communications, Inc June 1998 - July 1999
Skills
Privacy Law, Governance, Data Privacy, Information Security, Data Security, Risk Management, Data Governance, Incident Response, Operational Risk..., Information Management, Financial Regulation
Education
University of Minnesota Law School 1999 — 2002
J.D., Law
Hendrix College 1994 — 1998
B.A, Philosophy
Kaiser Permanente March 2015 - Present
Northern Trust August 2013 - March 2015
Brown Brothers Harriman & Co December 2010 - August 2013
Morgan Stanley June 2007 - December 2010
Oracle March 2004 - June 2007
Creighton, Bradley & Guzzetta LLC December 2000 - February 2003
Seren Innovations, Inc June 2000 - December 2000
Alltel Communications, Inc June 1998 - July 1999
Skills
Privacy Law, Governance, Data Privacy, Information Security, Data Security, Risk Management, Data Governance, Incident Response, Operational Risk..., Information Management, Financial Regulation
Education
University of Minnesota Law School 1999 — 2002
J.D., Law
Hendrix College 1994 — 1998
B.A, Philosophy
Nicolas Massard's Morgan Stanley Experience August 1999 - April 2000
Job Partner at ABRY Partners
Industry Investment Management
Experience
ABRY Partners April 2010 - Present
One Source Networks November 2013 - Present
Claranet November 2012 - Present
e-shelter November 2011 - Present
UNSi May 2012 - Present
Spectrum Equity Investors January 2002 - April 2010
Continuum Group April 2000 - December 2001
Morgan Stanley August 1999 - April 2000
Lehman Brothers July 1998 - August 1999
Skills
Private Equity, Mergers & Acquisitions, Venture Capital, Corporate Development, Corporate Finance, Due Diligence, Investment Banking, Financial Modeling, Valuation, Start-ups, M&A experience, Business Strategy
Education
HEC School of Management 1995 — 1998
ABRY Partners April 2010 - Present
One Source Networks November 2013 - Present
Claranet November 2012 - Present
e-shelter November 2011 - Present
UNSi May 2012 - Present
Spectrum Equity Investors January 2002 - April 2010
Continuum Group April 2000 - December 2001
Morgan Stanley August 1999 - April 2000
Lehman Brothers July 1998 - August 1999
Skills
Private Equity, Mergers & Acquisitions, Venture Capital, Corporate Development, Corporate Finance, Due Diligence, Investment Banking, Financial Modeling, Valuation, Start-ups, M&A experience, Business Strategy
Education
HEC School of Management 1995 — 1998
Vlad Jenkins's Morgan Stanley Experience 2000 - January 2014
Job Executive Director at UBS
Industry Banking
Experience
UBS September 2014 - Present
Morgan Stanley 2000 - January 2014
Prague Business Journal 1995 - 1999
International Media Partners 1991 - 1995
Harvard Kennedy School of Government 1985 - 1989
Education
Harvard University
Economics
Harvard University, John F. Kennedy School of Government
UBS September 2014 - Present
Morgan Stanley 2000 - January 2014
Prague Business Journal 1995 - 1999
International Media Partners 1991 - 1995
Harvard Kennedy School of Government 1985 - 1989
Education
Harvard University
Economics
Harvard University, John F. Kennedy School of Government
Margie Ayers's Morgan Stanley Experience February 2011 - May 2012
Job Mortgage Loan Officer for the Platinum Service Group at Morgan Stanley
Industry Real Estate
Experience
Village of Libertyville September 2013 - Present
Morgan Stanley February 2011 - May 2012
Morgan Stanley March 2010 - May 2012
Corby Mortgage Services April 2009 - March 2010
Baird and Warner Financial Services February 1998 - January 2009
Education
Haslam College of Business at the University of Tennessee 1989 — 1993
BS, Public Administration
Village of Libertyville September 2013 - Present
Morgan Stanley February 2011 - May 2012
Morgan Stanley March 2010 - May 2012
Corby Mortgage Services April 2009 - March 2010
Baird and Warner Financial Services February 1998 - January 2009
Education
Haslam College of Business at the University of Tennessee 1989 — 1993
BS, Public Administration
Valerie VanDerzee's Morgan Stanley Experience 1998 - 2009
Job Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets July 2011 - Present
CLSA May 2009 - May 2011
Morgan Stanley 1998 - 2009
Education
Harvard University
BA
University of Pennsylvania - The Wharton School
MBA, Finance
RBC Capital Markets July 2011 - Present
CLSA May 2009 - May 2011
Morgan Stanley 1998 - 2009
Education
Harvard University
BA
University of Pennsylvania - The Wharton School
MBA, Finance
Scott Coleman's Morgan Stanley Experience February 2009 - October 2011
Job General Manager, Microsoft Ventures at Microsoft
Industry Financial Services
Experience
Microsoft March 2015 - Present
Bank of America July 2011 - March 2015
Morgan Stanley February 2009 - October 2011
Morgan Stanley 2000 - 2009
Skills
Banking, Business Development, Enterprise Software, Entrepreneurship, Equities, Equity Research, Financial Modeling, IT Strategy, Investment Banking, Networking, Portfolio Management, Strategy, Telecommunications, Venture Capital, Mergers, Strategic Partnerships
Education
Harvard University Kennedy School of Government 1995 — 1997
Master of Public Policy, Technology Policy
University of California, Berkeley
Microsoft March 2015 - Present
Bank of America July 2011 - March 2015
Morgan Stanley February 2009 - October 2011
Morgan Stanley 2000 - 2009
Skills
Banking, Business Development, Enterprise Software, Entrepreneurship, Equities, Equity Research, Financial Modeling, IT Strategy, Investment Banking, Networking, Portfolio Management, Strategy, Telecommunications, Venture Capital, Mergers, Strategic Partnerships
Education
Harvard University Kennedy School of Government 1995 — 1997
Master of Public Policy, Technology Policy
University of California, Berkeley
Tom Rousakis's Morgan Stanley Experience September 1997 - April 2005
Job Senior Managing Director, Ernst & Young Infrastructure Advisors, LLC at EY
Industry Financial Services
Experience
EY September 2013 - Present
Goldman Sachs April 2005 - September 2013
Morgan Stanley September 1997 - April 2005
City and County of San Francisco July 1996 - August 1996
City of New York, Special Commissioner of Investigations for NYC Schools July 1993 - July 1995
Skills
Investment Banking, Fixed Income, Public Finance, Bonds, Debt, Project Finance, Infrastructure, Transportation, Public Policy, Public & Private Sectors, Private Equity, Financial Structuring, Capital Markets, Structured Finance
Education
Harvard University Kennedy School of Government 1995 — 1997
MPP, Housing, Urban Development & Transportation
Harvard University 1989 — 1993
AB, Russian Studies
EY September 2013 - Present
Goldman Sachs April 2005 - September 2013
Morgan Stanley September 1997 - April 2005
City and County of San Francisco July 1996 - August 1996
City of New York, Special Commissioner of Investigations for NYC Schools July 1993 - July 1995
Skills
Investment Banking, Fixed Income, Public Finance, Bonds, Debt, Project Finance, Infrastructure, Transportation, Public Policy, Public & Private Sectors, Private Equity, Financial Structuring, Capital Markets, Structured Finance
Education
Harvard University Kennedy School of Government 1995 — 1997
MPP, Housing, Urban Development & Transportation
Harvard University 1989 — 1993
AB, Russian Studies
Jad Brihi's Morgan Stanley Experience 2001 - 2002
Job Sr. Finance Manager at Medtronic
Industry Medical Devices
Experience
Medtronic January 2014 - Present
Medtronic October 2012 - January 2014
Medtronic August 2011 - October 2012
Medtronic August 2010 - August 2011
Medtronic July 2007 - August 2010
DuPont 2004 - 2006
DuPont 2003 - 2004
Morgan Stanley 2001 - 2002
Skills
Pharmaceutical Industry, Change Management, Strategic Planning, Cross-functional Team..., Corporate Finance, Forecasting, Process Improvement, Business Strategy, Financial Analysis, Mergers, Medical Devices, Investor Relations, Budgets, Financial Modeling, Market Development, Hyperion Enterprise, Competitive Analysis, Business Planning, Finance, Strategy, Market Research, Management, Mergers & Acquisitions
Education
HEC School of Management 2006 — 2007
MBA
Regent's University London 2002 — 2003
MSc, Finance
The George Washington University - School of Business 1997 — 2001
BBA, International Business
Medtronic January 2014 - Present
Medtronic October 2012 - January 2014
Medtronic August 2011 - October 2012
Medtronic August 2010 - August 2011
Medtronic July 2007 - August 2010
DuPont 2004 - 2006
DuPont 2003 - 2004
Morgan Stanley 2001 - 2002
Skills
Pharmaceutical Industry, Change Management, Strategic Planning, Cross-functional Team..., Corporate Finance, Forecasting, Process Improvement, Business Strategy, Financial Analysis, Mergers, Medical Devices, Investor Relations, Budgets, Financial Modeling, Market Development, Hyperion Enterprise, Competitive Analysis, Business Planning, Finance, Strategy, Market Research, Management, Mergers & Acquisitions
Education
HEC School of Management 2006 — 2007
MBA
Regent's University London 2002 — 2003
MSc, Finance
The George Washington University - School of Business 1997 — 2001
BBA, International Business
Kevin Porter's Morgan Stanley Experience 1997 - 1999
Job Managing Director at MC Five Mile
Industry Real Estate
Experience
MC Five Mile 2013 - Present
Bank of America Merrill Lynch 2008 - 2012
Merrill Lynch 2005 - 2008
Standard & Poor's 2002 - 2005
Reaxon/Morgan Stanley 1999 - 2001
Morgan Stanley 1997 - 1999
KPMG 1993 - 1997
Skills
Real Estate, Real Estate Investment, Private Equity, Portfolio Management, Asset Managment, International Real..., Mortgage Banking, CMBS, Risk Management, Investment Advisory, Capital Markets, Securitization, Investments, Financial Modeling, Due Diligence, Financial Structuring, Structured Finance, Valuation, Loans, Investment Banking, Real Estate Economics, Investment Fund Creation, Commercial Mortgages, Non-performing Loans, Limited Partnerships, Originations
Education
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1993
MBA, Finance
Helsinki School of Economics 1992 — 1992
MBA Program, International Business
University of Pennsylvania 1984 — 1988
BA, Regional Science (Spatial Economics)
MC Five Mile 2013 - Present
Bank of America Merrill Lynch 2008 - 2012
Merrill Lynch 2005 - 2008
Standard & Poor's 2002 - 2005
Reaxon/Morgan Stanley 1999 - 2001
Morgan Stanley 1997 - 1999
KPMG 1993 - 1997
Skills
Real Estate, Real Estate Investment, Private Equity, Portfolio Management, Asset Managment, International Real..., Mortgage Banking, CMBS, Risk Management, Investment Advisory, Capital Markets, Securitization, Investments, Financial Modeling, Due Diligence, Financial Structuring, Structured Finance, Valuation, Loans, Investment Banking, Real Estate Economics, Investment Fund Creation, Commercial Mortgages, Non-performing Loans, Limited Partnerships, Originations
Education
The University of Texas at Austin - The Red McCombs School of Business 1991 — 1993
MBA, Finance
Helsinki School of Economics 1992 — 1992
MBA Program, International Business
University of Pennsylvania 1984 — 1988
BA, Regional Science (Spatial Economics)
Jeff Millman's Morgan Stanley Experience June 2008 - July 2010
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase August 2012 - Present
Tuck School of Business at Dartmouth College July 2010 - June 2012
Morgan Stanley June 2008 - July 2010
Morgan Stanley, Financial Control Group January 2007 - June 2008
Skills
Financial Analysis, Strategy, Emerging Markets, Business Strategy, Venture Capital, Financial Modeling, DCF, Valuation, Corporate Finance, Due Diligence, Data Analysis, Management Consulting, Start-ups, Corporate Development
Education
The Tuck School of Business at Dartmouth 2010 — 2012
Master of Business Administration with Distinction, Business Administration and Management, General
Haverford College 2002 — 2007
Bachelor of Arts (B.A.), Economics / Mathematical Economics
JPMorgan Chase & Co. September 2014 - Present
JPMorgan Chase August 2012 - Present
Tuck School of Business at Dartmouth College July 2010 - June 2012
Morgan Stanley June 2008 - July 2010
Morgan Stanley, Financial Control Group January 2007 - June 2008
Skills
Financial Analysis, Strategy, Emerging Markets, Business Strategy, Venture Capital, Financial Modeling, DCF, Valuation, Corporate Finance, Due Diligence, Data Analysis, Management Consulting, Start-ups, Corporate Development
Education
The Tuck School of Business at Dartmouth 2010 — 2012
Master of Business Administration with Distinction, Business Administration and Management, General
Haverford College 2002 — 2007
Bachelor of Arts (B.A.), Economics / Mathematical Economics
Katherine Arabis's Morgan Stanley Experience January 2001 - May 2008
Job Operations Manager at Brand Velocity
Industry Information Technology and Services
Experience
Brand Velocity, Inc. June 2009 - Present
Morgan Stanley January 2001 - May 2008
marchFIRST July 1999 - November 2000
Market Track September 1997 - July 1999
Computational Systems, Inc. February 1996 - August 1997
Skills
Business Analysis, Program Management, PMO, SDLC, Management Consulting, Project Management, Leadership, Vendor Management, Training, Account Management, Budgets, Business Process, Business Intelligence, Management, Software Documentation, E-commerce, CRM, Enterprise Software, Visio, Project Planning, Product Management, Oracle, Consulting, Information Technology, Strategy, Change Management, Outsourcing
Education
Haslam College of Business at the University of Tennessee 1991 — 1995
BS, Marketing
University of Tennessee-Knoxville 1991 — 1995
Business, Marketing
Brand Velocity, Inc. June 2009 - Present
Morgan Stanley January 2001 - May 2008
marchFIRST July 1999 - November 2000
Market Track September 1997 - July 1999
Computational Systems, Inc. February 1996 - August 1997
Skills
Business Analysis, Program Management, PMO, SDLC, Management Consulting, Project Management, Leadership, Vendor Management, Training, Account Management, Budgets, Business Process, Business Intelligence, Management, Software Documentation, E-commerce, CRM, Enterprise Software, Visio, Project Planning, Product Management, Oracle, Consulting, Information Technology, Strategy, Change Management, Outsourcing
Education
Haslam College of Business at the University of Tennessee 1991 — 1995
BS, Marketing
University of Tennessee-Knoxville 1991 — 1995
Business, Marketing
Valerie Chadha's Morgan Stanley Experience June 2011 - July 2013
Job Strategic Finance at Uber Technologies
Industry Information Technology and Services
Experience
Uber Technologies March 2014 - Present
The David and Lucile Packard Foundation August 2013 - March 2014
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
ITG June 2009 - August 2009
Harvard University February 2009 - May 2009
Mimo Finance June 2008 - July 2008
Skills
Economics, Financial Modeling, Valuation, Business Strategy, Credit Analysis, Project Finance, Fixed Income, Stata, Analysis, Investments, Due Diligence, Management, Microsoft Excel
Education
Harvard University 2007 — 2011
B.A., Economics, Government, Hindi
Uber Technologies March 2014 - Present
The David and Lucile Packard Foundation August 2013 - March 2014
Morgan Stanley June 2011 - July 2013
Morgan Stanley June 2010 - August 2010
ITG June 2009 - August 2009
Harvard University February 2009 - May 2009
Mimo Finance June 2008 - July 2008
Skills
Economics, Financial Modeling, Valuation, Business Strategy, Credit Analysis, Project Finance, Fixed Income, Stata, Analysis, Investments, Due Diligence, Management, Microsoft Excel
Education
Harvard University 2007 — 2011
B.A., Economics, Government, Hindi
Derek Kirkland's Morgan Stanley Experience August 1986 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Third Way 2006 - Present
Morgan Stanley August 1986 - Present
Education
Harvard University, John F. Kennedy School of Government 1980 — 1983
Master’s Degree
Princeton University 1975 — 1979
Associate’s Degree
Third Way 2006 - Present
Morgan Stanley August 1986 - Present
Education
Harvard University, John F. Kennedy School of Government 1980 — 1983
Master’s Degree
Princeton University 1975 — 1979
Associate’s Degree
Jill Van Amersfoort's Morgan Stanley Experience May 2009 - March 2012
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2009 - March 2012
Merrill Lynch January 2005 - May 2009
KPMG LLP August 1999 - December 2004
Skills
Internal Audit, Risk Management
Education
Haslam College of Business at the University of Tennessee 1994 — 1999
Masters of Accountancy, Accountancy
Morgan Stanley May 2009 - March 2012
Merrill Lynch January 2005 - May 2009
KPMG LLP August 1999 - December 2004
Skills
Internal Audit, Risk Management
Education
Haslam College of Business at the University of Tennessee 1994 — 1999
Masters of Accountancy, Accountancy
Jennifer Kain's Morgan Stanley Experience July 2001 - November 2008
Job Real Estate Professional
Industry Real Estate
Experience
The Presidio Trust July 2009 - May 2013
Morgan Stanley July 2001 - November 2008
Lend Lease Real Estate 2001 - 2003
ARC Development June 1999 - June 2001
Education
Harvard University, John F. Kennedy School of Government 1995 — 1997
MPP, Housing, Urban Development. & Transportation
Tulane University 1990 — 1994
BA, Political Science
The Presidio Trust July 2009 - May 2013
Morgan Stanley July 2001 - November 2008
Lend Lease Real Estate 2001 - 2003
ARC Development June 1999 - June 2001
Education
Harvard University, John F. Kennedy School of Government 1995 — 1997
MPP, Housing, Urban Development. & Transportation
Tulane University 1990 — 1994
BA, Political Science
Fabrizio Zichichi's Morgan Stanley Experience July 2007 - Present
Job managing director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley July 2007 - Present
Morgan Stanley July 2007 - Present
Noble Americas June 1998 - June 2007
Phibro June 1994 - June 1998
Skills
Commodity, Trading, Derivatives, Hedging, Options, Commodity Risk..., Risk Management, Investments, Project Finance, Valuation, Financial Risk, Mergers
Education
HEC Lausanne - School of Business
Pareto
Morgan Stanley July 2007 - Present
Morgan Stanley July 2007 - Present
Noble Americas June 1998 - June 2007
Phibro June 1994 - June 1998
Skills
Commodity, Trading, Derivatives, Hedging, Options, Commodity Risk..., Risk Management, Investments, Project Finance, Valuation, Financial Risk, Mergers
Education
HEC Lausanne - School of Business
Pareto
Sarah Postyn's Morgan Stanley Experience 2003 - 2008
Job Vice President Multifamily Asset Management at Bentall Kennedy
Industry Real Estate
Experience
Bentall Kennedy November 2013 - Present
General Investment & Development December 2010 - October 2013
Morgan Stanley 2003 - 2008
Lend Lease 1997 - 2003
The Yarmouth Group 1995 - 1997
Education
Massachusetts Institute of Technology 1993 — 1994
MS, Real Estate Finance
Haverford College 1983 — 1987
BA, Growth + Structure of Cities
Bentall Kennedy November 2013 - Present
General Investment & Development December 2010 - October 2013
Morgan Stanley 2003 - 2008
Lend Lease 1997 - 2003
The Yarmouth Group 1995 - 1997
Education
Massachusetts Institute of Technology 1993 — 1994
MS, Real Estate Finance
Haverford College 1983 — 1987
BA, Growth + Structure of Cities
Brandon Deering's Morgan Stanley Experience January 2005 - April 2005
Job Assistant Vice President / Director of Client Services at CapitalMark Bank & Trust
Industry Banking
Experience
CapitalMark Bank & Trust April 2014 - Present
CapitalMark Bank & Trust March 2012 - Present
The Citizens National Bank of Athens, TN July 2006 - March 2012
Wal-Mart February 2005 - December 2005
Tennessee Valley Federal Credit Union May 2004 - September 2005
Merrill Lynch May 2004 - September 2005
Morgan Stanley January 2005 - April 2005
Skills
Banking, Credit, Credit Analysis, Finance, Management, Portfolio Management, Loans, Financial Analysis, Credit Risk, Marketing, Risk Management, Commercial Banking
Education
Mississippi State University 2009 — 2011
MBA, Business Administration - Finance
Vanderbilt University 2008 — 2008
Commercial Lending, Banking
Haslam College of Business at the University of Tennessee 2002 — 2005
Bachelors of Science, Marketing and International Economics
McMinn County High School
CapitalMark Bank & Trust April 2014 - Present
CapitalMark Bank & Trust March 2012 - Present
The Citizens National Bank of Athens, TN July 2006 - March 2012
Wal-Mart February 2005 - December 2005
Tennessee Valley Federal Credit Union May 2004 - September 2005
Merrill Lynch May 2004 - September 2005
Morgan Stanley January 2005 - April 2005
Skills
Banking, Credit, Credit Analysis, Finance, Management, Portfolio Management, Loans, Financial Analysis, Credit Risk, Marketing, Risk Management, Commercial Banking
Education
Mississippi State University 2009 — 2011
MBA, Business Administration - Finance
Vanderbilt University 2008 — 2008
Commercial Lending, Banking
Haslam College of Business at the University of Tennessee 2002 — 2005
Bachelors of Science, Marketing and International Economics
McMinn County High School
Manny Ramirez, CFA's Morgan Stanley Experience 2000 - 2002
Job Portfolio Manager at Bayview Asset Management, LLC
Industry Investment Management
Experience
Bayview Asset Management, LLC 2014 - Present
Canyon Partners 2008 - 2014
Keefe, Bruyette & Woods 2002 - 2008
Morgan Stanley 2000 - 2002
Morgan Stanley 1999 - 2000
Skills
Financial Modeling, Equities, Equity Research, Investment Banking, Investments, Hedge Funds, Investment Management, Banking, Mortgage Banking, Asset Management, Securities, Finance, Financial Services, Private Equity, Portfolio Management
Education
Harvard Kennedy School of Government 1997 — 1999
Master of Public Policy, Economics
Stanford University 1993 — 1997
Bachelor of Arts (B.A.), Economics (Major), Political Science (Minor)
Stanford in Washington 1996 — 1996
Government
Moorpark High
Bayview Asset Management, LLC 2014 - Present
Canyon Partners 2008 - 2014
Keefe, Bruyette & Woods 2002 - 2008
Morgan Stanley 2000 - 2002
Morgan Stanley 1999 - 2000
Skills
Financial Modeling, Equities, Equity Research, Investment Banking, Investments, Hedge Funds, Investment Management, Banking, Mortgage Banking, Asset Management, Securities, Finance, Financial Services, Private Equity, Portfolio Management
Education
Harvard Kennedy School of Government 1997 — 1999
Master of Public Policy, Economics
Stanford University 1993 — 1997
Bachelor of Arts (B.A.), Economics (Major), Political Science (Minor)
Stanford in Washington 1996 — 1996
Government
Moorpark High
Sarah Irby's Morgan Stanley Experience 1993 - 1995
Job Vice President Global Marketing, Tom Ford Beauty at The Estée Lauder Companies Inc.
Industry Consumer Goods
Experience
The Estée Lauder Companies Inc. October 2014 - Present
The Estée Lauder Companies Inc. January 2010 - September 2014
The Estée Lauder Companies Inc. May 2006 - December 2009
Coty 2000 - 2006
L'Oréal 1998 - 1999
Morgan Stanley 1993 - 1995
Skills
Cosmetics, Fragrance, Beauty, Luxury Goods, Global Marketing, Consumer Products, Brand Management, Digital Marketing, Personal Care, Customer Insight, International Marketing, FMCG, Marketing Strategy, Skin Care, Integrated Marketing, Brand Awareness, Beauty Industry, Brand Development, CRM, Segmentation, Marketing, Marketing Management, Trade Marketing, Competitive Analysis, Media Planning, Marketing Communications, Digital Strategy, Market Planning, Fashion, Public Relations, Strategy, Brand Equity, Marketing Research
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Marketing & International Business
HEC Paris 1997 — 1997
Certificate of International Management, Marketing
Spelman College 1989 — 1993
Bachelor of Arts (B.A.), French & Philosophy
The Estée Lauder Companies Inc. October 2014 - Present
The Estée Lauder Companies Inc. January 2010 - September 2014
The Estée Lauder Companies Inc. May 2006 - December 2009
Coty 2000 - 2006
L'Oréal 1998 - 1999
Morgan Stanley 1993 - 1995
Skills
Cosmetics, Fragrance, Beauty, Luxury Goods, Global Marketing, Consumer Products, Brand Management, Digital Marketing, Personal Care, Customer Insight, International Marketing, FMCG, Marketing Strategy, Skin Care, Integrated Marketing, Brand Awareness, Beauty Industry, Brand Development, CRM, Segmentation, Marketing, Marketing Management, Trade Marketing, Competitive Analysis, Media Planning, Marketing Communications, Digital Strategy, Market Planning, Fashion, Public Relations, Strategy, Brand Equity, Marketing Research
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
Master of Business Administration (M.B.A.), Marketing & International Business
HEC Paris 1997 — 1997
Certificate of International Management, Marketing
Spelman College 1989 — 1993
Bachelor of Arts (B.A.), French & Philosophy
Joel Kwabi's Morgan Stanley Experience 2007 - 2009
Job Head of Math EF International Academy
Industry Education Management
Experience
EF International Academy August 2010 - Present
Teachers College, Columbia University June 2010 - September 2010
Morgan Stanley 2007 - 2009
STP Foreign Exchange Morgan Stanley 2007 - 2009
Skills
Tutoring, Teacher Training, Higher Education, Nonprofits, Leadership, Teaching, Staff Development, Curriculum Design, Curriculum Development, Research, Training, Classroom Management, Program Evaluation, SPSS, Classroom, Microsoft Office, Fundraising, Program Development, Educational Leadership, Data Analysis, Instructional Design, Grant Writing, PowerPoint, Editing, Statistics, Educational Technology, E-Learning, Community Outreach, Lesson Planning, Public Speaking, Qualitative Research
Education
Teachers College of Columbia University 2009 — 2011
MA, Math education
Haverford College 2003 — 2007
BS, Mathematics
EF International Academy August 2010 - Present
Teachers College, Columbia University June 2010 - September 2010
Morgan Stanley 2007 - 2009
STP Foreign Exchange Morgan Stanley 2007 - 2009
Skills
Tutoring, Teacher Training, Higher Education, Nonprofits, Leadership, Teaching, Staff Development, Curriculum Design, Curriculum Development, Research, Training, Classroom Management, Program Evaluation, SPSS, Classroom, Microsoft Office, Fundraising, Program Development, Educational Leadership, Data Analysis, Instructional Design, Grant Writing, PowerPoint, Editing, Statistics, Educational Technology, E-Learning, Community Outreach, Lesson Planning, Public Speaking, Qualitative Research
Education
Teachers College of Columbia University 2009 — 2011
MA, Math education
Haverford College 2003 — 2007
BS, Mathematics
Yi Xu's Morgan Stanley Experience February 2015 - Present
Job Vice President at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley February 2015 - Present
Morgan Stanley March 2010 - January 2015
Newedge June 2009 - August 2009
Harvard University's Joint Center for Housing Studies October 2008 - June 2009
Skills
R, Quantitative Finance, Financial Modeling, Quantitative Analytics, Fixed Income
Education
Harvard University 2008 — 2010
M.A., Statistics
Morgan Stanley February 2015 - Present
Morgan Stanley March 2010 - January 2015
Newedge June 2009 - August 2009
Harvard University's Joint Center for Housing Studies October 2008 - June 2009
Skills
R, Quantitative Finance, Financial Modeling, Quantitative Analytics, Fixed Income
Education
Harvard University 2008 — 2010
M.A., Statistics
Steven Maeglin's Morgan Stanley Experience December 2010 - Present
Job Commercial Real Estate Finance Professional
Industry Commercial Real Estate
Experience
Morgan Stanley December 2010 - Present
Hines February 2009 - March 2010
Morgan Stanley April 1997 - November 2008
Dean Witter Realty June 1986 - April 1997
Skills
CMBS, Commercial Mortgages, Structured Finance, Commercial Real Estate, Real Estate Financing, Asset Management, Securitization, Real Estate, Loan Origination, Real Estate Economics, Investments, Financial Structuring, Loans, Asset Managment, Property, Underwriting, Valuation, Due Diligence
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
Harvard University 1982 — 1986
BA, Psychology
Morgan Stanley December 2010 - Present
Hines February 2009 - March 2010
Morgan Stanley April 1997 - November 2008
Dean Witter Realty June 1986 - April 1997
Skills
CMBS, Commercial Mortgages, Structured Finance, Commercial Real Estate, Real Estate Financing, Asset Management, Securitization, Real Estate, Loan Origination, Real Estate Economics, Investments, Financial Structuring, Loans, Asset Managment, Property, Underwriting, Valuation, Due Diligence
Education
New York University - Leonard N. Stern School of Business 1992 — 1994
MBA, Finance
Harvard University 1982 — 1986
BA, Psychology
William Gerlach's Morgan Stanley Experience November 1991 - September 2003
Job Financial Services Professional
Industry Financial Services
Experience
Aberdeen Asset Management September 2007 - November 2008
Gartmore December 2003 - September 2008
Morgan Stanley November 1991 - September 2003
Wharton Econometric Forecasting Associates May 1984 - September 1987
Education
Haverford College 1977 — 1983
BA, Economics
Aberdeen Asset Management September 2007 - November 2008
Gartmore December 2003 - September 2008
Morgan Stanley November 1991 - September 2003
Wharton Econometric Forecasting Associates May 1984 - September 1987
Education
Haverford College 1977 — 1983
BA, Economics
Jayson Rome's Morgan Stanley Experience August 2015 - Present
Job VP Credit Capital and Rating Analytics, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Standard & Poor's Investment Advisory Service, LLC May 2012 - July 2015
McGraw-Hill Financial June 2011 - July 2015
New Root Charter School September 2009 - March 2011
Standard & Poor's July 2006 - August 2009
Skills
Quantitative Analytics, Python, Matlab, R, Financial Modeling, Data Mining, Java, Agile Methodologies, Product Management, Statistics, Agile Project Management, Machine Learning, Time Series Analysis, Data Analysis, C, Monte Carlo Simulation, Asset Allocation, Quantitative Finance, Software Development, Analytics, Algorithms, C, Capital Markets, Fixed Income, Equities, Portfolio Management, Analysis, Financial Markets, Financial Analysis, Research, Finance, Asset Management, Risk Management, Investments, Valuation
Education
Harvard University Graduate School of Education 2003 — 2004
Ed.M., Technology in Education
The Graduate Center, City University of New York 1998 — 2003
M.Phil, Computer Science
City college of New York 1996 — 1998
Master's degree, Computer Science
The Johns Hopkins University 1987 — 1991
B.Sc, Biomedical Engineering
Morgan Stanley August 2015 - Present
Standard & Poor's Investment Advisory Service, LLC May 2012 - July 2015
McGraw-Hill Financial June 2011 - July 2015
New Root Charter School September 2009 - March 2011
Standard & Poor's July 2006 - August 2009
Skills
Quantitative Analytics, Python, Matlab, R, Financial Modeling, Data Mining, Java, Agile Methodologies, Product Management, Statistics, Agile Project Management, Machine Learning, Time Series Analysis, Data Analysis, C, Monte Carlo Simulation, Asset Allocation, Quantitative Finance, Software Development, Analytics, Algorithms, C, Capital Markets, Fixed Income, Equities, Portfolio Management, Analysis, Financial Markets, Financial Analysis, Research, Finance, Asset Management, Risk Management, Investments, Valuation
Education
Harvard University Graduate School of Education 2003 — 2004
Ed.M., Technology in Education
The Graduate Center, City University of New York 1998 — 2003
M.Phil, Computer Science
City college of New York 1996 — 1998
Master's degree, Computer Science
The Johns Hopkins University 1987 — 1991
B.Sc, Biomedical Engineering
Thea Van Arkel's Morgan Stanley Experience 2006 - 2008
Job Executive Director, J.P.Morgan Private Bank
Industry Banking
Experience
J.P.Morgan Private Bank February 2010 - June 2015
Atticus Capital 2008 - 2009
Morgan Stanley 2006 - 2008
Gerson Lehrman Group (GLG) 2004 - 2006
Education
Harvard University 2000 — 2004
B.A., History
J.P.Morgan Private Bank February 2010 - June 2015
Atticus Capital 2008 - 2009
Morgan Stanley 2006 - 2008
Gerson Lehrman Group (GLG) 2004 - 2006
Education
Harvard University 2000 — 2004
B.A., History
Neil Currie's Morgan Stanley Experience November 2012 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2012 - Present
Morgan Stanley January 2012 - October 2012
Morgan Stanley January 2009 - December 2011
Morgan Stanley August 2006 - December 2008
Skills
Business Analysis, Derivatives, Fixed Income, Financial Modeling, Investment Banking, Equities, Securities, Options, Risk Management, Trading Systems, Mutual Funds, Portfolio Management, FX Options
Education
Heriot-Watt University 2001 — 2006
MA (Hons), Business Management
Morgan Stanley November 2012 - Present
Morgan Stanley January 2012 - October 2012
Morgan Stanley January 2009 - December 2011
Morgan Stanley August 2006 - December 2008
Skills
Business Analysis, Derivatives, Fixed Income, Financial Modeling, Investment Banking, Equities, Securities, Options, Risk Management, Trading Systems, Mutual Funds, Portfolio Management, FX Options
Education
Heriot-Watt University 2001 — 2006
MA (Hons), Business Management
Tom Fleming's Morgan Stanley Experience 2009 - 2011
Job Senior Consultant
Industry Management Consulting
Experience
Oliver Wyman 2012 - Present
J.P. Morgan 2011 - 2012
Morgan Stanley 2009 - 2011
Russell Investments June 2008 - September 2008
Skills
Investment Banking, Financial Modeling, Capital Markets, Private Equity, Valuation, Equities, Derivatives, Business Strategy, Emerging Markets, Investments, Management Consulting, Sales Force..., Pricing Strategy, Strategic Sourcing, Sales Strategy, Fixed Income, Corporate Finance, Equity Research, Financial Analysis, Economics, Hedge Funds, Asset Managment, Mergers, Quantitative Analytics, Growth Strategies
Education
Harvard University 2005 — 2009
A.B., Economics
Anglican Church Grammar School 2000 — 2004
Oliver Wyman 2012 - Present
J.P. Morgan 2011 - 2012
Morgan Stanley 2009 - 2011
Russell Investments June 2008 - September 2008
Skills
Investment Banking, Financial Modeling, Capital Markets, Private Equity, Valuation, Equities, Derivatives, Business Strategy, Emerging Markets, Investments, Management Consulting, Sales Force..., Pricing Strategy, Strategic Sourcing, Sales Strategy, Fixed Income, Corporate Finance, Equity Research, Financial Analysis, Economics, Hedge Funds, Asset Managment, Mergers, Quantitative Analytics, Growth Strategies
Education
Harvard University 2005 — 2009
A.B., Economics
Anglican Church Grammar School 2000 — 2004
Wenwan(Vivian) Yang's Morgan Stanley Experience February 2015 - May 2015
Job Data Scientist Intern at Rifiniti, Inc.
Industry Research
Experience
Rifiniti, Inc. May 2015 - Present
Green Climate Fund July 2015 - August 2015
Morgan Stanley February 2015 - May 2015
City Cloud(Cisco and Insigma jointly set up) July 2014 - August 2014
OverAir Proximity Technologies Ltd. May 2013 - July 2013
AIESEC Canada February 2012 - February 2013
Zurich Insurance Company Ltd August 2010 - August 2010
Skills
SQL, Java, C++, Matlab, Python, Data Science, Canadian Securities..., CFA level I candidate, Market Research, Team Management, Team Leadership, Teamwork, Public Speaking, JavaScript, Analysis, Bitcoin, Data Analysis
Education
Harvard University 2014 — 2015
Master's Degree, Computational Science and Engineering
McMaster University 2011 — 2014
Bachelor's Degree, Honours Mathematics and Computer Science, 3.86/4.0
National Tsing Hua University
Exchange Student, Economics
Huazhong University of Science and Technology 2009 — 2011
Bachelor's degree, Economics, A
Massachusetts Institute of Technology 2015 — 2016
Cross-Registration, Computer Science
Rifiniti, Inc. May 2015 - Present
Green Climate Fund July 2015 - August 2015
Morgan Stanley February 2015 - May 2015
City Cloud(Cisco and Insigma jointly set up) July 2014 - August 2014
OverAir Proximity Technologies Ltd. May 2013 - July 2013
AIESEC Canada February 2012 - February 2013
Zurich Insurance Company Ltd August 2010 - August 2010
Skills
SQL, Java, C++, Matlab, Python, Data Science, Canadian Securities..., CFA level I candidate, Market Research, Team Management, Team Leadership, Teamwork, Public Speaking, JavaScript, Analysis, Bitcoin, Data Analysis
Education
Harvard University 2014 — 2015
Master's Degree, Computational Science and Engineering
McMaster University 2011 — 2014
Bachelor's Degree, Honours Mathematics and Computer Science, 3.86/4.0
National Tsing Hua University
Exchange Student, Economics
Huazhong University of Science and Technology 2009 — 2011
Bachelor's degree, Economics, A
Massachusetts Institute of Technology 2015 — 2016
Cross-Registration, Computer Science
Arlene West's Morgan Stanley Experience March 2011 - Present
Job AML Compliance Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2011 - Present
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Equities
Education
HEC Paris 2006 — 2007
MBA
Morgan Stanley March 2011 - Present
Skills
Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Equities
Education
HEC Paris 2006 — 2007
MBA
Jory Fong's Morgan Stanley Experience July 2013 - Present
Job Institutional Credit Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
Morgan Stanley June 2011 - July 2013
Skills
Corporate Credit, Credit Derivatives, CDS, Relative Value Trading, High Yield, Total Return Swaps, Swaptions
Education
Haverford College 2007 — 2011
Morgan Stanley July 2013 - Present
Morgan Stanley June 2011 - July 2013
Skills
Corporate Credit, Credit Derivatives, CDS, Relative Value Trading, High Yield, Total Return Swaps, Swaptions
Education
Haverford College 2007 — 2011
Vikas Lonakadi's Morgan Stanley Experience 2012 - 2013
Job Private Equity Associate at Bain Capital
Industry Financial Services
Experience
Bain Capital 2013 - Present
Morgan Stanley 2012 - 2013
Morgan Stanley 2010 - 2012
PIMCO June 2009 - August 2009
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Bloomberg, Capital Markets, Fixed Income, Economics, Corporate Finance, LBO, Due Diligence, Financial Analysis
Education
Harvard College 2006 — 2010
BA, Economics
Bain Capital 2013 - Present
Morgan Stanley 2012 - 2013
Morgan Stanley 2010 - 2012
PIMCO June 2009 - August 2009
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Bloomberg, Capital Markets, Fixed Income, Economics, Corporate Finance, LBO, Due Diligence, Financial Analysis
Education
Harvard College 2006 — 2010
BA, Economics
Thomas Latino's Morgan Stanley Experience January 2007 - October 2009
Job Contract Business Plan and Grant Writer at New Leaf Writers
Industry Writing and Editing
Experience
Level Ten Creative Editing Contract WriterNew Leaf WritersJanuary 2010 - Present
Morgan Stanley January 2007 - October 2009
Education
Harvard University 2005 — 2009
ALM Biotechnology
University of Wisconsin Law School 2002 — 2005
Doctorate of Law
Level Ten Creative Editing Contract WriterNew Leaf WritersJanuary 2010 - Present
Morgan Stanley January 2007 - October 2009
Education
Harvard University 2005 — 2009
ALM Biotechnology
University of Wisconsin Law School 2002 — 2005
Doctorate of Law
Steve Foster, CPA, CFP's Morgan Stanley Experience August 1999 - November 2006
Job Vice President, Client Advisor FirstMerit PrivateBank
Industry Financial Services
Experience
FirstMerit Bank March 2013 - Present
FirstMerit Bank February 2009 - March 2013
Wells Fargo Advisors (through acquisition of Wachovia Securities and A.G. Edwards & Son's, Inc.) November 2006 - February 2009
Morgan Stanley August 1999 - November 2006
Prudential Securities July 1996 - August 1999
KPMG (formerly KPMG Peat Marwick) January 1994 - July 1996
Internal Revenue Service May 1991 - January 1994
Education
Heidelberg College 1986 — 1990
B.S., Accounting
Manchester High School 1983 — 1986
FirstMerit Bank March 2013 - Present
FirstMerit Bank February 2009 - March 2013
Wells Fargo Advisors (through acquisition of Wachovia Securities and A.G. Edwards & Son's, Inc.) November 2006 - February 2009
Morgan Stanley August 1999 - November 2006
Prudential Securities July 1996 - August 1999
KPMG (formerly KPMG Peat Marwick) January 1994 - July 1996
Internal Revenue Service May 1991 - January 1994
Education
Heidelberg College 1986 — 1990
B.S., Accounting
Manchester High School 1983 — 1986
Sarah Bunka's Morgan Stanley Experience June 2012 - August 2012
Job Student at High Point University
Industry Accounting
Experience
Yours Truly Restaurant April 2013 - Present
Nordstrom April 2013 - Present
Western Reserve Racquet Club and Group X August 2011 - Present
Morgan Stanley June 2012 - August 2012
Premier Development Partners May 2012 - August 2012
Stratos Wealth Partners April 2011 - August 2011
Education
High Point University 2010 — 2014
High Point University
B.S.B.A, Business Administration; Entrepreneurship
Yours Truly Restaurant April 2013 - Present
Nordstrom April 2013 - Present
Western Reserve Racquet Club and Group X August 2011 - Present
Morgan Stanley June 2012 - August 2012
Premier Development Partners May 2012 - August 2012
Stratos Wealth Partners April 2011 - August 2011
Education
High Point University 2010 — 2014
High Point University
B.S.B.A, Business Administration; Entrepreneurship
Sara Kunin's Morgan Stanley Experience August 2004 - Present
Job Executive Director, Structured Product Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2004 - Present
Deloitte Consulting August 1999 - July 2002
Skills
Fixed Income, Valuation, Portfolio Management, Asset Management, Structured Products, Investments, Financial Modeling, Derivatives, Bloomberg, Series 7, Private Equity, Alternative Investments, Equities, Investment Banking, Hedge Funds, Capital Markets
Education
MIT Sloan School of Management 2002 — 2004
MBA
Haverford College 1995 — 1999
BA
Morgan Stanley August 2004 - Present
Deloitte Consulting August 1999 - July 2002
Skills
Fixed Income, Valuation, Portfolio Management, Asset Management, Structured Products, Investments, Financial Modeling, Derivatives, Bloomberg, Series 7, Private Equity, Alternative Investments, Equities, Investment Banking, Hedge Funds, Capital Markets
Education
MIT Sloan School of Management 2002 — 2004
MBA
Haverford College 1995 — 1999
BA
Monty Sonnenborn's Morgan Stanley Experience 1983 - 1999
Job Independent Law Practice Professional
Industry Law Practice
Experience
Morgan Stanley 1983 - 1999
Education
Yale University 1965 — 1968
Doctor of Law (J.D.), General
University of Cambridge 1964 — 1965
Certificate in Historical Studies (Trinity College), History
Haverford College 1960 — 1964
Bachelor of Arts (B.A.), History
Morgan Stanley 1983 - 1999
Education
Yale University 1965 — 1968
Doctor of Law (J.D.), General
University of Cambridge 1964 — 1965
Certificate in Historical Studies (Trinity College), History
Haverford College 1960 — 1964
Bachelor of Arts (B.A.), History
Shujaat Islam's Morgan Stanley Experience 1994 - 2005
Job Portfolio Manager at Simina Capital Adivsors
Industry Investment Management
Experience
Simina Capital Advisors 2013 - Present
C12 Capital Management 2009 - 2013
Barclays Capital 2008 - 2009
Citigroup Alternative Investments 2005 - 2008
Morgan Stanley 1994 - 2005
Education
Harvard University
MS, Applied Mathematics
Harvard University
AB, Computer Science
Simina Capital Advisors 2013 - Present
C12 Capital Management 2009 - 2013
Barclays Capital 2008 - 2009
Citigroup Alternative Investments 2005 - 2008
Morgan Stanley 1994 - 2005
Education
Harvard University
MS, Applied Mathematics
Harvard University
AB, Computer Science
Wesley Mann's Morgan Stanley Experience June 2013 - July 2015
Job Product Manager at SmartAsset
Industry Financial Services
Experience
SmartAsset August 2015 - Present
Morgan Stanley June 2013 - July 2015
Harvard University August 2009 - May 2013
Morgan Stanley June 2012 - August 2012
Skills
Bloomberg, Investment Banking, Valuation, DCF, Economics, Statistics, R, Financial Analysis, Data Analysis, Public Speaking, Microsoft Excel, Editing
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Statistics
SmartAsset August 2015 - Present
Morgan Stanley June 2013 - July 2015
Harvard University August 2009 - May 2013
Morgan Stanley June 2012 - August 2012
Skills
Bloomberg, Investment Banking, Valuation, DCF, Economics, Statistics, R, Financial Analysis, Data Analysis, Public Speaking, Microsoft Excel, Editing
Education
Harvard University 2009 — 2013
Bachelor of Arts (B.A.), Statistics
Adrian Roadfields's Morgan Stanley Experience June 2009 - Present
Job Financal advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2009 - Present
Goldman Sachs January 2005 - June 2009
Skills
Trading Systems, Financial Analysis, Mergers & Acquisitions, Strategic Financial..., Corporate Finance
Education
HEC 2009 — 2009
Master of Business Administration (MBA)
Oxford University 2000 — 2005
Economics
Morgan Stanley June 2009 - Present
Goldman Sachs January 2005 - June 2009
Skills
Trading Systems, Financial Analysis, Mergers & Acquisitions, Strategic Financial..., Corporate Finance
Education
HEC 2009 — 2009
Master of Business Administration (MBA)
Oxford University 2000 — 2005
Economics
Tiffany Pang's Morgan Stanley Experience March 2015 - Present
Job End User Support Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
VantagePoint Capital Partners July 2003 - December 2014
Thomas Weisel Partners January 1999 - June 2003
Skills
Microsoft Office..., Windows XP, 7, and 8, Microsoft Exchange 2003..., Acitive Directory, DNS,..., LAN-WAN, Market Data, Video Conferencing, Mobile Devices, VPN, Hardware Support, Telephony, Symantec Endpoint..., Trend Micro
Education
Heald College-San Francisco 1997 — 1998
Associate's degree
San Jose State University
Morgan Stanley March 2015 - Present
VantagePoint Capital Partners July 2003 - December 2014
Thomas Weisel Partners January 1999 - June 2003
Skills
Microsoft Office..., Windows XP, 7, and 8, Microsoft Exchange 2003..., Acitive Directory, DNS,..., LAN-WAN, Market Data, Video Conferencing, Mobile Devices, VPN, Hardware Support, Telephony, Symantec Endpoint..., Trend Micro
Education
Heald College-San Francisco 1997 — 1998
Associate's degree
San Jose State University
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS