Morgan Stanley & Co.
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. Customer service: 1 (888) 454-3965 CEO: James P. Gorman (Jan 1, 2010–) Headquarters: New York City, NY Assets under management: 482 billion USD (2017) Revenue: 37.94 billion USD (2017) 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 & Co. Employees
Employee
Years
Job
Industry
Susan Tuomi Susan Tuomi's Morgan Stanley & Co. Experience February 1976 - August 1981
Job Airport Agent at United Airlines
Industry Transportation/Trucking/Railroad
Experience
United Airlines June 1995 - Present
Institute of Forensic Sciences October 2010 - April 2011
Morgan Stanley Asset Management August 1981 - June 1993
Morgan Stanley & Co February 1976 - August 1981
Skills
Administrative..., Airlines, Spreadsheets, Time Management, Microsoft Excel, Management, Telephone Skills, Customer Service, Outlook, Microsoft Office, Teamwork, Public Speaking, Accounting, Team Building, Business Development, Contract Negotiation, Budgets
Education
University of Houston-Downtown 2004 — 2009
B.S, Criminal Justice
Kingwood College 2000 — 2004
A.A, Photography
United Airlines June 1995 - Present
Institute of Forensic Sciences October 2010 - April 2011
Morgan Stanley Asset Management August 1981 - June 1993
Morgan Stanley & Co February 1976 - August 1981
Skills
Administrative..., Airlines, Spreadsheets, Time Management, Microsoft Excel, Management, Telephone Skills, Customer Service, Outlook, Microsoft Office, Teamwork, Public Speaking, Accounting, Team Building, Business Development, Contract Negotiation, Budgets
Education
University of Houston-Downtown 2004 — 2009
B.S, Criminal Justice
Kingwood College 2000 — 2004
A.A, Photography
Peter J. Altman Peter J. Altman's Morgan Stanley & Co. Experience 1985 - 1987
Job Altman Investment Management,LLC
Industry Investment Management
Experience
Altman Investment Management,LLC 2001 - Present
Merrill Lynch Investment Management, LLC 1987 - 2001
Morgan Stanley & Co. 1985 - 1987
Merrill Lynch Asset Management, Inc. 1982 - 1985
Hamershlag, Kempner & Co. 1981 - 1982
Martin Simpson & Co. 1979 - 1981
Skills
Portfolio Management, Equities, Management Consulting, Investment Banking, Telecommunications, Marketing, Insurance, Security, Policy, Pharmaceutical Industry, Financial Analysis, Risk Management, Negotiation, Banking, Analysis, Asset Management, Hedge Funds, Finance
Education
New York Institute of Finance 1981 — 1982
Accounting, Security Analysis, Economics
Columbia University in the City of New York 1979 — 1980
Graduate Studies, European History
Hobart College 1975 — 1979
Bachelor of Arts (B.A.), American History (United States) Minor Political Science
Rye Country Day School 1962 — 1975
High School, General Studies
Altman Investment Management,LLC 2001 - Present
Merrill Lynch Investment Management, LLC 1987 - 2001
Morgan Stanley & Co. 1985 - 1987
Merrill Lynch Asset Management, Inc. 1982 - 1985
Hamershlag, Kempner & Co. 1981 - 1982
Martin Simpson & Co. 1979 - 1981
Skills
Portfolio Management, Equities, Management Consulting, Investment Banking, Telecommunications, Marketing, Insurance, Security, Policy, Pharmaceutical Industry, Financial Analysis, Risk Management, Negotiation, Banking, Analysis, Asset Management, Hedge Funds, Finance
Education
New York Institute of Finance 1981 — 1982
Accounting, Security Analysis, Economics
Columbia University in the City of New York 1979 — 1980
Graduate Studies, European History
Hobart College 1975 — 1979
Bachelor of Arts (B.A.), American History (United States) Minor Political Science
Rye Country Day School 1962 — 1975
High School, General Studies
Scott Gunter Scott Gunter's Morgan Stanley & Co. Experience 1993 - 1998
Job Keystone National Group LLC Private Equity & Credit Investments
Industry Venture Capital & Private Equity
Experience
Keystone National Group, LLC June 2009 - Present
MAC Capital Management January 2001 - May 2009
UBS AG 2000 - 2001
Sutro & Co. 1998 - 1999
Morgan Stanley & Co. 1993 - 1998
Skills
Private Equity, Asset Managment, Portfolio Management, Trading, Asset Allocation, Venture Capital, Due Diligence, Alternative Investments, Hedge Funds, Investments, Equities, Financial Modeling, Investment Banking, Fixed Income, Financial Analysis, Finance, Financial Structuring, Asset Management, Capital Markets, Options, Funding
Education
Brigham Young University 1991 — 1993
Master of Business Administration (M.B.A.), Finance & Investments
MBA-Marriott School of Management, BYU 1991 — 1993
MBA, Investment Management
Keystone National Group, LLC June 2009 - Present
MAC Capital Management January 2001 - May 2009
UBS AG 2000 - 2001
Sutro & Co. 1998 - 1999
Morgan Stanley & Co. 1993 - 1998
Skills
Private Equity, Asset Managment, Portfolio Management, Trading, Asset Allocation, Venture Capital, Due Diligence, Alternative Investments, Hedge Funds, Investments, Equities, Financial Modeling, Investment Banking, Fixed Income, Financial Analysis, Finance, Financial Structuring, Asset Management, Capital Markets, Options, Funding
Education
Brigham Young University 1991 — 1993
Master of Business Administration (M.B.A.), Finance & Investments
MBA-Marriott School of Management, BYU 1991 — 1993
MBA, Investment Management
Peter Ohtaki Peter Ohtaki's Morgan Stanley & Co. Experience August 1987 - October 1990
Job Business and Corporate Development Executive, with technology, finance and government experience
Industry Consumer Electronics
Experience
California Resiliency Alliance March 2005 - May 2014
NetTV September 1996 - March 2005
Unterberg Towbin January 1991 - October 1994
Morgan Stanley & Co. August 1987 - October 1990
Skills
Start-ups, Venture Capital, Disaster Response, Emergency Management, Mergers & Acquisitions, Homeland Security, Mergers, Strategic Planning, Program Management, Investment Banking, Policy, Non-profits, Government, Policy Analysis, Public Speaking, Public Policy, Emergency Services, Budgets, Investments, Analysis, Business Development, Strategic Partnerships, Crisis Management, Strategy, Entrepreneurship, New Business Development, Management Consulting
Education
Stanford University Graduate School of Business 1985 — 1987
MBA, Finance
Harvard University 1979 — 1983
BA, magna cum laude, Economics
Woodside High School 1975 — 1979
California Resiliency Alliance March 2005 - May 2014
NetTV September 1996 - March 2005
Unterberg Towbin January 1991 - October 1994
Morgan Stanley & Co. August 1987 - October 1990
Skills
Start-ups, Venture Capital, Disaster Response, Emergency Management, Mergers & Acquisitions, Homeland Security, Mergers, Strategic Planning, Program Management, Investment Banking, Policy, Non-profits, Government, Policy Analysis, Public Speaking, Public Policy, Emergency Services, Budgets, Investments, Analysis, Business Development, Strategic Partnerships, Crisis Management, Strategy, Entrepreneurship, New Business Development, Management Consulting
Education
Stanford University Graduate School of Business 1985 — 1987
MBA, Finance
Harvard University 1979 — 1983
BA, magna cum laude, Economics
Woodside High School 1975 — 1979
Yesenia Gomez Yesenia Gomez's Morgan Stanley & Co. Experience October 2004 - July 2005
Job at Credit Agricole CIB
Industry Financial Services
Experience
Credit Agricole CIB June 2011 - Present
Credit Agricole CIB October 2010 - June 2011
BGC Partners, Inc July 2005 - September 2010
Morgan Stanley & Co October 2004 - July 2005
Lombard Odier Darier Hentsch & Cie January 2002 - May 2004
Morgan Stanley Smith Barney November 2000 - December 2001
Shearman & Sterling LLP July 1997 - November 2000
Skills
Microsoft Office, Business Objects, Web Intelligence, Crystal Reports, Bloomberg, Salesforce.com, MS Project, Project Management, NYS Notary Public, LexisNexis, Equities, Market Data, Business Analysis, Electronic Trading, Risk Management, Trading Systems, Investment Banking
Education
LIU Brooklyn 2015 — 2015
Paralegal Studies Certificate
New York University 2008 — 2008
Business Project Management Certificate
Long Island University 1998 — 2003
Bachelor of Science, Finance
Credit Agricole CIB June 2011 - Present
Credit Agricole CIB October 2010 - June 2011
BGC Partners, Inc July 2005 - September 2010
Morgan Stanley & Co October 2004 - July 2005
Lombard Odier Darier Hentsch & Cie January 2002 - May 2004
Morgan Stanley Smith Barney November 2000 - December 2001
Shearman & Sterling LLP July 1997 - November 2000
Skills
Microsoft Office, Business Objects, Web Intelligence, Crystal Reports, Bloomberg, Salesforce.com, MS Project, Project Management, NYS Notary Public, LexisNexis, Equities, Market Data, Business Analysis, Electronic Trading, Risk Management, Trading Systems, Investment Banking
Education
LIU Brooklyn 2015 — 2015
Paralegal Studies Certificate
New York University 2008 — 2008
Business Project Management Certificate
Long Island University 1998 — 2003
Bachelor of Science, Finance
Chad Markle's Morgan Stanley & Co. Experience June 1991 - June 1996
Job Technology Executive, Consultant, Advisor, Entrepreneur, Investor
Industry Internet
Experience
Dialog Group June 2015 - Present
Synapse Wireless, Inc. December 2013 - May 2015
Bridge Strategy Group April 2010 - December 2013
Bridge Strategy Group February 2002 - April 2010
Move.com January 2001 - February 2002
IPIX Corporation September 2000 - January 2001
IPIX Corporation January 1999 - August 2000
A.T. Kearney September 1996 - January 1999
Morgan Stanley & Co. June 1991 - June 1996
Skills
Strategy, Program Management, Business Strategy, Outsourcing, Management, Consulting, Management Consulting, Leadership, Mergers & Acquisitions, Business Intelligence, Acquisition Integration, Business Process..., Performance Management, Executive Management, Business Transformation, Mergers, Mentoring, IT Strategy, Enterprise Software, Product Management, Operational Analysis, Analytics, Strategic Planning, Analysis, Governance, Project Management, ERP, Cross-functional Team..., Change Management, Start-ups, Business Development, Sales, Sales Management, Marketing Strategy, Marketing, Agile Methodologies
Education
Columbia University in the City of New York 1993 — 1995
Technical Architecture and Object-Oriented Design
University of Pennsylvania - The Wharton School 1987 — 1991
BS Econ, Strategic Management and Finance
Dialog Group June 2015 - Present
Synapse Wireless, Inc. December 2013 - May 2015
Bridge Strategy Group April 2010 - December 2013
Bridge Strategy Group February 2002 - April 2010
Move.com January 2001 - February 2002
IPIX Corporation September 2000 - January 2001
IPIX Corporation January 1999 - August 2000
A.T. Kearney September 1996 - January 1999
Morgan Stanley & Co. June 1991 - June 1996
Skills
Strategy, Program Management, Business Strategy, Outsourcing, Management, Consulting, Management Consulting, Leadership, Mergers & Acquisitions, Business Intelligence, Acquisition Integration, Business Process..., Performance Management, Executive Management, Business Transformation, Mergers, Mentoring, IT Strategy, Enterprise Software, Product Management, Operational Analysis, Analytics, Strategic Planning, Analysis, Governance, Project Management, ERP, Cross-functional Team..., Change Management, Start-ups, Business Development, Sales, Sales Management, Marketing Strategy, Marketing, Agile Methodologies
Education
Columbia University in the City of New York 1993 — 1995
Technical Architecture and Object-Oriented Design
University of Pennsylvania - The Wharton School 1987 — 1991
BS Econ, Strategic Management and Finance
Bjorn Franson Bjorn Franson's Morgan Stanley & Co. Experience 2000 - 2005
Job Vice President at Pershing LLC, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company August 2015 - Present
Citi August 2005 - July 2015
Morgan Stanley & Co. 2000 - 2005
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Equities, Capital Markets, Alternative Investments, Securities Lending, Relationship Management, Securities, Private Equity
Education
Hamilton College 1996 — 2000
A.B., Public Policy, Spanish
Holderness School 1992 — 1996
Brookwood School 1989 — 1992
Pershing, a BNY Mellon company August 2015 - Present
Citi August 2005 - July 2015
Morgan Stanley & Co. 2000 - 2005
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Equities, Capital Markets, Alternative Investments, Securities Lending, Relationship Management, Securities, Private Equity
Education
Hamilton College 1996 — 2000
A.B., Public Policy, Spanish
Holderness School 1992 — 1996
Brookwood School 1989 — 1992
Richard Weiner Richard Weiner's Morgan Stanley & Co. Experience 1994 - 2008
Job Senior Vice President The Century Group at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. 2008 - Present
Morgan Stanley & Co. 1994 - 2008
MansWare Inc. Leonard A. Weiner Inc. June 1975 - June 1994
Education
Binghamton University 1971 — 1974
Bachelor of Arts, Geography Geology
SUNY Binghamton
UBS Financial Services Inc. 2008 - Present
Morgan Stanley & Co. 1994 - 2008
MansWare Inc. Leonard A. Weiner Inc. June 1975 - June 1994
Education
Binghamton University 1971 — 1974
Bachelor of Arts, Geography Geology
SUNY Binghamton
Ryan Fowley's Morgan Stanley & Co. Experience January 1996 - January 1998
Job Director of Commercial Services, Excel Termite and Pest Control
Industry Environmental Services
Experience
Excel Termite and Pest Control January 2013 - Present
BLISS PEST PROTECTION SERVICES January 2008 - October 2012
JPMORGAN CHASE BANK January 2005 - January 2008
JPMorgan Chase 2004 - 2008
ARGENT MORTGAGE COMPANY, LLC January 2004 - January 2005
STANLEY CAPITAL MORTGAGE, INC January 2002 - January 2003
MORGAN STANLEY & CO., INC January 2000 - January 2002
MORGAN STANLEY & CO., INC January 1998 - January 2000
MORGAN STANLEY & CO January 1996 - January 1998
Skills
Account Management, New Business Development, Customer Service, Sales Management, Team Building, Operations Management, Forecasting, Sales Operations, Sales, Social Media, Retail, Business Strategy, Selling, Leadership, Negotiation, Sales Presentations, Solution Selling, Customer Satisfaction, Microsoft Office, Strategic Planning, Contract Negotiation, Entrepreneurship, Customer Retention, Management, Call Centers, Coaching, Budgets, B2B, Marketing Strategy, Marketing, CRM, P&L Management, Direct Sales, Business Development, Cold Calling
Education
Providence College 1991 — 1995
BS, Business Management
Excel Termite and Pest Control January 2013 - Present
BLISS PEST PROTECTION SERVICES January 2008 - October 2012
JPMORGAN CHASE BANK January 2005 - January 2008
JPMorgan Chase 2004 - 2008
ARGENT MORTGAGE COMPANY, LLC January 2004 - January 2005
STANLEY CAPITAL MORTGAGE, INC January 2002 - January 2003
MORGAN STANLEY & CO., INC January 2000 - January 2002
MORGAN STANLEY & CO., INC January 1998 - January 2000
MORGAN STANLEY & CO January 1996 - January 1998
Skills
Account Management, New Business Development, Customer Service, Sales Management, Team Building, Operations Management, Forecasting, Sales Operations, Sales, Social Media, Retail, Business Strategy, Selling, Leadership, Negotiation, Sales Presentations, Solution Selling, Customer Satisfaction, Microsoft Office, Strategic Planning, Contract Negotiation, Entrepreneurship, Customer Retention, Management, Call Centers, Coaching, Budgets, B2B, Marketing Strategy, Marketing, CRM, P&L Management, Direct Sales, Business Development, Cold Calling
Education
Providence College 1991 — 1995
BS, Business Management
Charlie Ryan Charlie Ryan's Morgan Stanley & Co. Experience June 1993 - June 1996
Job Managing Director | PwC | Technology M&A
Industry Investment Banking
Experience
Pricewaterhouse Coopers Corporate Finance LLC May 2014 - Present
3VR Security March 2011 - November 2012
SenSage December 2009 - March 2011
Hewlett-Packard September 2007 - September 2009
VeriSign, Inc. August 2005 - September 2007
CSFB January 2001 - March 2002
IFILM Corp. March 1999 - March 2001
Goldman Sachs June 1996 - March 1999
Morgan Stanley & Co. June 1993 - June 1996
Boston Ventures 1990 - 1992
Skills
CFOs, Corporate Development, Corporate Finance, Divestitures, Finance, Financial Modeling, Go-to-market Strategy, Leadership, Mergers, Mergers & Acquisitions, Negotiation, Private Equity, Start-ups, Strategy, Investment Banking, Analytics, Risk Management, Strategic Partnerships, Forecasting
Education
University of California, Los Angeles - The Anderson School of Management
MBA
University of Virginia
B.S.
Pricewaterhouse Coopers Corporate Finance LLC May 2014 - Present
3VR Security March 2011 - November 2012
SenSage December 2009 - March 2011
Hewlett-Packard September 2007 - September 2009
VeriSign, Inc. August 2005 - September 2007
CSFB January 2001 - March 2002
IFILM Corp. March 1999 - March 2001
Goldman Sachs June 1996 - March 1999
Morgan Stanley & Co. June 1993 - June 1996
Boston Ventures 1990 - 1992
Skills
CFOs, Corporate Development, Corporate Finance, Divestitures, Finance, Financial Modeling, Go-to-market Strategy, Leadership, Mergers, Mergers & Acquisitions, Negotiation, Private Equity, Start-ups, Strategy, Investment Banking, Analytics, Risk Management, Strategic Partnerships, Forecasting
Education
University of California, Los Angeles - The Anderson School of Management
MBA
University of Virginia
B.S.
Jerry Nocco's Morgan Stanley & Co. Experience September 2009 - Present
Job Executive Director at Morgan Stanley & Co.
Industry Financial Services
Experience
Morgan Stanley Global technology audit director covering Wealth Management, Investment Management and Retail Banking with over 3 trillion dollars of assets under management. My responsibilities include defining and executing the annual audit plan, participating on multiple management committees, working with various regulatory agencies and reporting to the retail bank Board Audit Committee.Executive DirectorMorgan Stanley & CoSeptember 2009 - Present
Morgan Stanley & Co. September 2009 - Present
Bank of America June 2007 - September 2009
U.S. Trust September 2001 - June 2007
Charles Schwab March 1998 - September 2001
PaineWebber January 1991 - February 1998
First Boston Corporation March 1988 - September 1991
Merrill Lynch June 1982 - February 1988
Education
Pace University - Lubin School of Business 1978 — 1982
Bachelor's Degree, Management Information Systems and Services
Morgan Stanley Global technology audit director covering Wealth Management, Investment Management and Retail Banking with over 3 trillion dollars of assets under management. My responsibilities include defining and executing the annual audit plan, participating on multiple management committees, working with various regulatory agencies and reporting to the retail bank Board Audit Committee.Executive DirectorMorgan Stanley & CoSeptember 2009 - Present
Morgan Stanley & Co. September 2009 - Present
Bank of America June 2007 - September 2009
U.S. Trust September 2001 - June 2007
Charles Schwab March 1998 - September 2001
PaineWebber January 1991 - February 1998
First Boston Corporation March 1988 - September 1991
Merrill Lynch June 1982 - February 1988
Education
Pace University - Lubin School of Business 1978 — 1982
Bachelor's Degree, Management Information Systems and Services
Boris Froimchuk Boris Froimchuk's Morgan Stanley & Co. Experience September 2005 - October 2010
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley & Co September 2005 - October 2010
TD Waterhouse Investor Services, Inc September 2003 - April 2005
Goldman Sachs June 2000 - August 2000
Goldman Sachs & Co June 2000 - August 2000
Skills
Roth IRA, Retirement, Retirement Planning, Financial Planning, Series 7, Wealth Management, SEP, Retirement Income..., Series 63, IRA's, PSP, Asset Allocation, IRAs
Education
Pace University - Lubin School of Business 2000 — 2003
BBA, Finance and Economics
Moscow Aviation Institute (State Technical University)
Bachelor of Science, Mechanical Engineering
Morgan Stanley & Co September 2005 - October 2010
TD Waterhouse Investor Services, Inc September 2003 - April 2005
Goldman Sachs June 2000 - August 2000
Goldman Sachs & Co June 2000 - August 2000
Skills
Roth IRA, Retirement, Retirement Planning, Financial Planning, Series 7, Wealth Management, SEP, Retirement Income..., Series 63, IRA's, PSP, Asset Allocation, IRAs
Education
Pace University - Lubin School of Business 2000 — 2003
BBA, Finance and Economics
Moscow Aviation Institute (State Technical University)
Bachelor of Science, Mechanical Engineering
Joe Viviano Joe Viviano's Morgan Stanley & Co. Experience 1992 - 1995
Job IT Leader
Industry Information Technology and Services
Experience
EMC January 2015 - Present
EMC November 2012 - Present
EMC January 2010 - November 2012
EMC Corp March 2007 - January 2010
EMC Corp 2005 - 2007
Bear Stearns 1999 - 2005
Amerada Hess Organization 1995 - 1999
Morgan Stanley & Co. 1992 - 1995
Merrill Lynch & Co. 1987 - 1992
Skills
Storage, Virtualization, Data Center, Cloud Computing, Team Leadership, Cross-functional Team..., Technical Presentations, Technical Presales, Sales Presentations, Strategic Planning, Writing Skills, Group Presentations, Pre-sales, Storage Virtualization, IT Management, SAN, Storage Architecture, Business Continuity, High Availability, VDI, Solaris, NetApp, IT Service Management, Disaster Recovery, System Deployment, Consulting, Competitive Analysis, Solution Architecture, Storage Area Networks, Enterprise Architecture, Unix, Management, Business Process, VMware, SaaS, EMC Storage, Vendor Management, Hardware, Big Data, NAS, Server Architecture, Infrastructure, Leadership, Strategy, IT Strategy, Distributed Systems, Professional Services, VMware Infrastructure, ITIL, Solution Selling
Education
New Jersey Institute of Technology 1990 — 1992
Master of Science
St. John's University 1983 — 1987
Bachelor of Science
Chaminade High School
High School
EMC January 2015 - Present
EMC November 2012 - Present
EMC January 2010 - November 2012
EMC Corp March 2007 - January 2010
EMC Corp 2005 - 2007
Bear Stearns 1999 - 2005
Amerada Hess Organization 1995 - 1999
Morgan Stanley & Co. 1992 - 1995
Merrill Lynch & Co. 1987 - 1992
Skills
Storage, Virtualization, Data Center, Cloud Computing, Team Leadership, Cross-functional Team..., Technical Presentations, Technical Presales, Sales Presentations, Strategic Planning, Writing Skills, Group Presentations, Pre-sales, Storage Virtualization, IT Management, SAN, Storage Architecture, Business Continuity, High Availability, VDI, Solaris, NetApp, IT Service Management, Disaster Recovery, System Deployment, Consulting, Competitive Analysis, Solution Architecture, Storage Area Networks, Enterprise Architecture, Unix, Management, Business Process, VMware, SaaS, EMC Storage, Vendor Management, Hardware, Big Data, NAS, Server Architecture, Infrastructure, Leadership, Strategy, IT Strategy, Distributed Systems, Professional Services, VMware Infrastructure, ITIL, Solution Selling
Education
New Jersey Institute of Technology 1990 — 1992
Master of Science
St. John's University 1983 — 1987
Bachelor of Science
Chaminade High School
High School
Anthony Perna's Morgan Stanley & Co. Experience November 1999 - August 2004
Job City of New York MIS (Contractor)
Industry Information Services
Experience
City Of New York (MIS) March 2009 - Present
Weight Watchers June 2008 - November 2008
Nielsen - Business Media March 2006 - April 2008
Capgemini Americas August 2004 - August 2005
Morgan Stanley & Co November 1999 - August 2004
Banc of America Securities May 1999 - November 1999
Merrill Lynch March 1998 - May 1999
Skills
Process Improvement, Business Analysis, Project Portfolio..., Vendor Management, Project Management, PMP, Program Management, SDLC, IT Strategy, Business Intelligence, Change Management, Software Project..., Requirements Analysis, Outsourcing, Project Delivery, Cross-functional Team..., CRM, Integration, Software Documentation, Strategy, Databases, Management, Leadership, Requirements Gathering, Enterprise Architecture, IT Management, Project Planning, Risk Management, SharePoint, Information Technology, Visio, Business Process, ERP, Disaster Recovery, Business Process..., PMO, Data Warehousing, Web Services, Resource Management, Analysis, IT Service Management, ITIL, Systems Analysis, Consulting, MS Project, Agile Project Management, Solution Architecture, Agile Methodologies, Governance, Software Development
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
BA
City Of New York (MIS) March 2009 - Present
Weight Watchers June 2008 - November 2008
Nielsen - Business Media March 2006 - April 2008
Capgemini Americas August 2004 - August 2005
Morgan Stanley & Co November 1999 - August 2004
Banc of America Securities May 1999 - November 1999
Merrill Lynch March 1998 - May 1999
Skills
Process Improvement, Business Analysis, Project Portfolio..., Vendor Management, Project Management, PMP, Program Management, SDLC, IT Strategy, Business Intelligence, Change Management, Software Project..., Requirements Analysis, Outsourcing, Project Delivery, Cross-functional Team..., CRM, Integration, Software Documentation, Strategy, Databases, Management, Leadership, Requirements Gathering, Enterprise Architecture, IT Management, Project Planning, Risk Management, SharePoint, Information Technology, Visio, Business Process, ERP, Disaster Recovery, Business Process..., PMO, Data Warehousing, Web Services, Resource Management, Analysis, IT Service Management, ITIL, Systems Analysis, Consulting, MS Project, Agile Project Management, Solution Architecture, Agile Methodologies, Governance, Software Development
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
BA
Nick Crudele Nick Crudele's Morgan Stanley & Co. Experience March 2007 - February 2009
Job Consultant
Industry Financial Services
Experience
Eight of Nine Consulting March 2013 - Present
Securities and Exchange Commission June 2015 - August 2015
Securities Arbitration Clinic, Brooklyn Law School August 2014 - May 2015
United States Court of International Trade January 2015 - April 2015
The Dilenschneider Group February 2012 - March 2013
EMC August 2011 - February 2012
Pebble Flex March 2010 - August 2011
Morgan Stanley & Co March 2007 - February 2009
Bear Stearns September 2003 - March 2007
Skills
Competitive Analysis, Finance, Forecasting, Strategic Communications, Equities, Budgets, Integrated Marketing, Crisis Communications, Research, Public Relations, Strategy, Editing
Education
Brooklyn Law School 2012 — 2016
Rutgers University 2006 — 2009
Masters of Business Administration
Rutgers University 2000 — 2003
Bachelor of Arts, Communication
Eight of Nine Consulting March 2013 - Present
Securities and Exchange Commission June 2015 - August 2015
Securities Arbitration Clinic, Brooklyn Law School August 2014 - May 2015
United States Court of International Trade January 2015 - April 2015
The Dilenschneider Group February 2012 - March 2013
EMC August 2011 - February 2012
Pebble Flex March 2010 - August 2011
Morgan Stanley & Co March 2007 - February 2009
Bear Stearns September 2003 - March 2007
Skills
Competitive Analysis, Finance, Forecasting, Strategic Communications, Equities, Budgets, Integrated Marketing, Crisis Communications, Research, Public Relations, Strategy, Editing
Education
Brooklyn Law School 2012 — 2016
Rutgers University 2006 — 2009
Masters of Business Administration
Rutgers University 2000 — 2003
Bachelor of Arts, Communication
Brandon Liebman Brandon Liebman's Morgan Stanley & Co. Experience June 2010 - November 2012
Job Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley & Co June 2010 - November 2012
Binghamton University August 2006 - May 2010
Morgan Stanley & Co June 2009 - August 2009
Citi-Smith Barney June 2008 - August 2008
Federated Payments June 2007 - August 2007
Skills
Microsoft Office, Telephone Skills, Business Meetings, Investments, Financial Services, Microsoft Excel, PowerPoint, Microsoft Word, Access, Mutual Funds, Financial Analysis, Outlook, Securities, Facebook, Series 7, Hedge Funds
Education
SUNY Binghamton 2006 — 2010
Management with concentration in Finance, Finance
Charles University in Prague 2009 — 2009
Bachelor's Degree, International Finance
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley & Co June 2010 - November 2012
Binghamton University August 2006 - May 2010
Morgan Stanley & Co June 2009 - August 2009
Citi-Smith Barney June 2008 - August 2008
Federated Payments June 2007 - August 2007
Skills
Microsoft Office, Telephone Skills, Business Meetings, Investments, Financial Services, Microsoft Excel, PowerPoint, Microsoft Word, Access, Mutual Funds, Financial Analysis, Outlook, Securities, Facebook, Series 7, Hedge Funds
Education
SUNY Binghamton 2006 — 2010
Management with concentration in Finance, Finance
Charles University in Prague 2009 — 2009
Bachelor's Degree, International Finance
James R. Reske, CFA James R. Reske, CFA's Morgan Stanley & Co. Experience May 2000 - November 2001
Job Executive Vice President and CFO at First Commonwealth Bank
Industry Banking
Experience
First Commonwealth Bank April 2014 - Present
United Community Financial Corp. May 2008 - April 2014
The Home Savings and Loan Company May 2008 - April 2014
KeyBanc Capital Markets, Inc. October 2002 - May 2008
Morgan Stanley & Co. May 2000 - November 2001
Wachtell, Lipton, Rosen & Katz September 1998 - May 2000
Sullivan & Cromwell LLP September 1996 - August 1998
Federal Reserve Board June 1992 - May 1996
Federal Reserve Bank of Boston June 1990 - June 1992
Skills
Mergers & Acquisitions, Investments, Banking, Restructuring, Financial Services, Securities, Finance, Investor Relations, Private Placements
Education
Georgetown University Law Center 1993 — 1997
J.D., Law, 11.0/12.0 ("A" average)
The Ohio State University 1987 — 1988
Master's degree, International Business, 3.84
The Ohio State University 1982 — 1987
BA/MA, Interpersonal/Organizational Communication, 3.79
First Commonwealth Bank April 2014 - Present
United Community Financial Corp. May 2008 - April 2014
The Home Savings and Loan Company May 2008 - April 2014
KeyBanc Capital Markets, Inc. October 2002 - May 2008
Morgan Stanley & Co. May 2000 - November 2001
Wachtell, Lipton, Rosen & Katz September 1998 - May 2000
Sullivan & Cromwell LLP September 1996 - August 1998
Federal Reserve Board June 1992 - May 1996
Federal Reserve Bank of Boston June 1990 - June 1992
Skills
Mergers & Acquisitions, Investments, Banking, Restructuring, Financial Services, Securities, Finance, Investor Relations, Private Placements
Education
Georgetown University Law Center 1993 — 1997
J.D., Law, 11.0/12.0 ("A" average)
The Ohio State University 1987 — 1988
Master's degree, International Business, 3.84
The Ohio State University 1982 — 1987
BA/MA, Interpersonal/Organizational Communication, 3.79
Sara Pelgrift's Morgan Stanley & Co. Experience January 1985 - January 1988
Job Client Services Associate and Boarding School Consultant at SchoolChoice International and School Search Solutions
Industry Education Management
Experience
School Choice International and School Search Solutions - The School Choice Group July 2015 - Present
Eagle Hill School June 2008 - Present
Greenwich Country Day School July 2012 - June 2015
School Choice International November 2009 - June 2012
Rye Country Day School January 1977 - January 2009
Eagle Hill School, Greenwich, CT 2005 - 2008
Loomis Chaffee School 1994 - 2006
Rye Presbyterian Nursery School January 1997 - January 1998
Rye Arts Center January 1994 - January 1995
Morgan Stanley & Co January 1985 - January 1988
Skills
Curriculum Design, Teaching, Non-profits, Staff Development, Public Speaking, Nonprofits, Strategic Planning, Team Building, Tutoring, Psychotherapy, Curriculum Development, Microsoft Office, Research, Fundraising, Classroom, Educational Technology, Organizational..., Event Planning, Volunteer Management, Management, Educational Leadership, Community Outreach, Editing, Coaching
Education
Connecticut College 1977 — 1981
B.A., History
Harvard University 1979 — 1980
History
The Loomis Chaffee School 1973 — 1977
High School Diploma
School Choice International and School Search Solutions - The School Choice Group July 2015 - Present
Eagle Hill School June 2008 - Present
Greenwich Country Day School July 2012 - June 2015
School Choice International November 2009 - June 2012
Rye Country Day School January 1977 - January 2009
Eagle Hill School, Greenwich, CT 2005 - 2008
Loomis Chaffee School 1994 - 2006
Rye Presbyterian Nursery School January 1997 - January 1998
Rye Arts Center January 1994 - January 1995
Morgan Stanley & Co January 1985 - January 1988
Skills
Curriculum Design, Teaching, Non-profits, Staff Development, Public Speaking, Nonprofits, Strategic Planning, Team Building, Tutoring, Psychotherapy, Curriculum Development, Microsoft Office, Research, Fundraising, Classroom, Educational Technology, Organizational..., Event Planning, Volunteer Management, Management, Educational Leadership, Community Outreach, Editing, Coaching
Education
Connecticut College 1977 — 1981
B.A., History
Harvard University 1979 — 1980
History
The Loomis Chaffee School 1973 — 1977
High School Diploma
Mathias Korder Fort Mathias Korder Fort's Morgan Stanley & Co. Experience 2006 - 2010
Job Project Leader at The Boston Consulting Group
Industry Management Consulting
Experience
The Boston Consulting Group 2014 - Present
The Boston Consulting Group 2012 - 2014
Morgan Stanley & Co 2006 - 2010
AFP HORIZONTE June 2005 - August 2005
Banco de Credito del Peru June 2004 - August 2004
Rimac Seguros June 2002 - August 2002
EXSA S.A. January 2001 - March 2001
Skills
Asset Management, Investment Advisory, Fixed Income Trading, Change Management, Organizational Design, Business Strategy, Cost Management, Fixed Income, Asset Managment, Economics, Analysis, Investments, Emerging Markets, Management Consulting
Education
INSEAD 2010 — 2011
MBA
Trinity College 2002 — 2006
Bachelor of Arts, Economics
Franklin D. Roosevelt, American School of Lima 1995 — 2002
Secondary School Diploma
The Boston Consulting Group 2014 - Present
The Boston Consulting Group 2012 - 2014
Morgan Stanley & Co 2006 - 2010
AFP HORIZONTE June 2005 - August 2005
Banco de Credito del Peru June 2004 - August 2004
Rimac Seguros June 2002 - August 2002
EXSA S.A. January 2001 - March 2001
Skills
Asset Management, Investment Advisory, Fixed Income Trading, Change Management, Organizational Design, Business Strategy, Cost Management, Fixed Income, Asset Managment, Economics, Analysis, Investments, Emerging Markets, Management Consulting
Education
INSEAD 2010 — 2011
MBA
Trinity College 2002 — 2006
Bachelor of Arts, Economics
Franklin D. Roosevelt, American School of Lima 1995 — 2002
Secondary School Diploma
Paul Allee Paul Allee's Morgan Stanley & Co. Experience September 1999 - September 2003
Job Stock Operator
Industry Capital Markets
Experience
Altrion Trading Group April 2010 - Present
Trident Way Capital, LLC August 2007 - Present
Citicorp Investment Services October 2003 - October 2004
Morgan Stanley & Co. September 1999 - September 2003
Van Kasper & Co. August 1998 - August 1999
The Boston Group, L.P. October 1995 - July 1998
Education
University of California, San Diego 1991 — 1995
B.S., Management Science in Economics
Altrion Trading Group April 2010 - Present
Trident Way Capital, LLC August 2007 - Present
Citicorp Investment Services October 2003 - October 2004
Morgan Stanley & Co. September 1999 - September 2003
Van Kasper & Co. August 1998 - August 1999
The Boston Group, L.P. October 1995 - July 1998
Education
University of California, San Diego 1991 — 1995
B.S., Management Science in Economics
Elison Elliott Elison Elliott's Morgan Stanley & Co. Experience June 2000 - July 2002
Job Managing Partner at Global Strategies Investment Management, LLC
Industry Investment Management
Experience
New York State Senate March 2010 - Present
Global Strategies Investment Management, LLC May 2008 - Present
Merrill Lynch Investment Managers July 2002 - May 2009
Morgan Stanley & Co. June 2000 - July 2002
NYC Economic Development Corp. March 1994 - December 1999
Skills
Investment Advisory, Client Acquisition, New Business Development, Capital Markets, Investments, Economic Development, Portfolio Management, Research, Privatization, Political Risk Analysis, Asset Management, Banking, Securities, Fixed Income, Hedge Funds
Education
Columbia University - School of International and Public Affairs 1998 — 2000
Masters
City University of New York 1986 — 2000
B.A.
New York State Senate March 2010 - Present
Global Strategies Investment Management, LLC May 2008 - Present
Merrill Lynch Investment Managers July 2002 - May 2009
Morgan Stanley & Co. June 2000 - July 2002
NYC Economic Development Corp. March 1994 - December 1999
Skills
Investment Advisory, Client Acquisition, New Business Development, Capital Markets, Investments, Economic Development, Portfolio Management, Research, Privatization, Political Risk Analysis, Asset Management, Banking, Securities, Fixed Income, Hedge Funds
Education
Columbia University - School of International and Public Affairs 1998 — 2000
Masters
City University of New York 1986 — 2000
B.A.
Jason CHANG, P.Eng. Jason CHANG, P.Eng.'s Morgan Stanley & Co. Experience January 2007 - August 2008
Job
Industry Investment Banking
Experience
Credit Suisse June 2011 - Present
CDG Group June 2009 - June 2011
Morgan Stanley & Co. January 2007 - August 2008
CIBC World Markets New York 2005 - January 2007
IBM June 2004 - April 2005
e-Radio Inc. June 1999 - July 2003
Skills
Distressed Debt, Investment Banking, Private Equity, Oil & Gas Industry, Leveraged Finance, High Yield Bonds, Mergers & Acquisitions
Education
Ivey Business School at Western University 2003 — 2005
MBA
University of Toronto - University of Trinity College 1995 — 1999
Bachelor of Applied Science
JIM Club
JIM Club
Upper Canada College
High School
Credit Suisse June 2011 - Present
CDG Group June 2009 - June 2011
Morgan Stanley & Co. January 2007 - August 2008
CIBC World Markets New York 2005 - January 2007
IBM June 2004 - April 2005
e-Radio Inc. June 1999 - July 2003
Skills
Distressed Debt, Investment Banking, Private Equity, Oil & Gas Industry, Leveraged Finance, High Yield Bonds, Mergers & Acquisitions
Education
Ivey Business School at Western University 2003 — 2005
MBA
University of Toronto - University of Trinity College 1995 — 1999
Bachelor of Applied Science
JIM Club
JIM Club
Upper Canada College
High School
Drew Kroessler Drew Kroessler's Morgan Stanley & Co. Experience March 2010 - April 2013
Job Strategic Sourcing Manager at OnDemand Resources
Industry Real Estate
Experience
OnDemand Resources July 2015 - Present
Self Employed August 2014 - Present
Cushman & Wakefield October 2013 - July 2014
Morgan Stanley & Co. March 2010 - April 2013
Cushman & Wakefield September 2008 - October 2009
Citigroup April 2005 - August 2008
Cushman & Wakefield November 1995 - April 2005
Telosphere 1994 - 1996
Skills
Vendor Management, Facilities Management, Contract Management, Contract Negotiation, Procurement, Outsourcing, Management, Budgets, Analysis, Asset Management, Process Improvement, Risk Management, Negotiation, Change Management, Program Management, Team Building, Leadership, Strategic Planning, Business Process..., Finance, Financial Analysis
Education
Lafayette College
BA, Economics and Business Administration
University of Utah
Economics, Econometrics, Statistics, Environmental Economics, Finance
Garden City HS
OnDemand Resources July 2015 - Present
Self Employed August 2014 - Present
Cushman & Wakefield October 2013 - July 2014
Morgan Stanley & Co. March 2010 - April 2013
Cushman & Wakefield September 2008 - October 2009
Citigroup April 2005 - August 2008
Cushman & Wakefield November 1995 - April 2005
Telosphere 1994 - 1996
Skills
Vendor Management, Facilities Management, Contract Management, Contract Negotiation, Procurement, Outsourcing, Management, Budgets, Analysis, Asset Management, Process Improvement, Risk Management, Negotiation, Change Management, Program Management, Team Building, Leadership, Strategic Planning, Business Process..., Finance, Financial Analysis
Education
Lafayette College
BA, Economics and Business Administration
University of Utah
Economics, Econometrics, Statistics, Environmental Economics, Finance
Garden City HS
Fred Clowney Fred Clowney's Morgan Stanley & Co. Experience June 1979 - January 1984
Job President, International Met Systems Inc.
Industry Defense & Space
Experience
International Met Systems Inc. 1997 - Present
Kidder Peabody & Co. 1990 - 1995
Drexel Burnham Lambert November 1985 - January 1990
EF Hutton & Co. January 1984 - October 1984
Morgan Stanley & Co. June 1979 - January 1984
Skills
Finance, International Marketing, System Administration, Strategic Planning, Program Management, Start-ups, Business Strategy, Proposal Writing, Analysis, Business Development, Public Speaking, Business Planning, Operations Management
Education
Grand Valley State University 2000 — 2005
MBA, Accounting and Finance
Vassar College 1976 — 1979
BA, Economics
Choate Rosemary Hall 1969 — 1972
HS
International Met Systems Inc. 1997 - Present
Kidder Peabody & Co. 1990 - 1995
Drexel Burnham Lambert November 1985 - January 1990
EF Hutton & Co. January 1984 - October 1984
Morgan Stanley & Co. June 1979 - January 1984
Skills
Finance, International Marketing, System Administration, Strategic Planning, Program Management, Start-ups, Business Strategy, Proposal Writing, Analysis, Business Development, Public Speaking, Business Planning, Operations Management
Education
Grand Valley State University 2000 — 2005
MBA, Accounting and Finance
Vassar College 1976 — 1979
BA, Economics
Choate Rosemary Hall 1969 — 1972
HS
Jeff Burton Jeff Burton's Morgan Stanley & Co. Experience January 1992 - January 2003
Job Partner, Furey Research Partners
Industry Investment Banking
Experience
FUREY RESEARCH PARTNERS, LLC January 2009 - Present
MORGAN STANLEY & COMPANY, INC July 1992 - December 2007
Morgan Stanley & Co. January 1992 - January 2003
Skills
Equities, Investments, Small Business, Equity Research
Education
The Wharton School, University of Pennsylvania 1990 — 1992
Masters of Business Administration, Multinational Management
Trinity College-Hartford 1982 — 1986
BA, English, Faculty Honors
FUREY RESEARCH PARTNERS, LLC January 2009 - Present
MORGAN STANLEY & COMPANY, INC July 1992 - December 2007
Morgan Stanley & Co. January 1992 - January 2003
Skills
Equities, Investments, Small Business, Equity Research
Education
The Wharton School, University of Pennsylvania 1990 — 1992
Masters of Business Administration, Multinational Management
Trinity College-Hartford 1982 — 1986
BA, English, Faculty Honors
Jeffrey Letzler's Morgan Stanley & Co. Experience 2008 - 2010
Job Regulatory Counsel & Chief Compliance Officer at Tradeweb Markets LLC
Industry Financial Services
Experience
Tradeweb Markets LLC August 2013 - Present
BGC Partners, Inc. 2010 - 2013
Morgan Stanley & Co. 2008 - 2010
ICAP North America 2006 - 2008
Instinet Group Incorporated 1999 - 2006
HSBC Securities Inc. 1997 - 1999
NatWest Markets 1990 - 1997
Skills
Securities, Securities Regulation, Hedge Funds, FINRA, Capital Markets, Equities, Series 7, Fixed Income, Series 24, Derivatives, Corporate Governance, AML, Electronic Trading, Alternative Investments, Broker-Dealer, Equity Trading, Prime Brokerage, Financial Services, Trading, Options, Financial Markets
Education
Boston College Law School 1976 — 1979
J.D., Securities
Cornell University 1972 — 1976
B.A., Government
Tradeweb Markets LLC August 2013 - Present
BGC Partners, Inc. 2010 - 2013
Morgan Stanley & Co. 2008 - 2010
ICAP North America 2006 - 2008
Instinet Group Incorporated 1999 - 2006
HSBC Securities Inc. 1997 - 1999
NatWest Markets 1990 - 1997
Skills
Securities, Securities Regulation, Hedge Funds, FINRA, Capital Markets, Equities, Series 7, Fixed Income, Series 24, Derivatives, Corporate Governance, AML, Electronic Trading, Alternative Investments, Broker-Dealer, Equity Trading, Prime Brokerage, Financial Services, Trading, Options, Financial Markets
Education
Boston College Law School 1976 — 1979
J.D., Securities
Cornell University 1972 — 1976
B.A., Government
Paul Araman's Morgan Stanley & Co. Experience January 2006 - May 2007
Job Territory Manager at Electronic Payments Industry
Industry Financial Services
Experience
Electronic Payments Industry December 2012 - Present
Asset Management March 2013 - May 2014
Araman & Associates December 2010 - March 2013
Mehta Partners February 2010 - December 2010
breakingviews June 2007 - December 2009
Morgan Stanley & Co January 2006 - May 2007
Ryan Beck & Co. June 1997 - December 2006
Oppenheimer & Co January 1994 - June 1997
Skills
Sales, New Business Development, Sales Pipeline..., Sales Management, Institutional Research..., Equity Research, Listening Skills, Cold Calling, Sales Presentations, Developing Client..., Executive Level Selling, Asset Gathering, Client Service, Investor Relations, Wealth Management, Financial Markets, Financial Advisory, Investment Advisory, Investment Products, Equities, Equity Derivatives, Options, Fixed Income, Mutual Funds, Hedge Funds, Alternative Investments, Series 63, Series 7, Asset Management, Asset Allocation, Portfolio Management, Trading Strategies, Retirement Plans, Strategic Communications, Sales Tools Development, Business Strategy, Start-ups, Venture Capital, Emerging Markets, Sell Side, Contract Negotiation, Contract Management, Microsoft Office, CRM software, Bloomberg, Thomson One, Client Development, Client Acquisition, Client Retention, Solution Selling
Education
New York University 1989 — 1991
Psychology & English
Boston University 1987 — 1989
Psychology & English
Northern Valley Regional H.S. at Old Tappan, NJ 1983 — 1987
Electronic Payments Industry December 2012 - Present
Asset Management March 2013 - May 2014
Araman & Associates December 2010 - March 2013
Mehta Partners February 2010 - December 2010
breakingviews June 2007 - December 2009
Morgan Stanley & Co January 2006 - May 2007
Ryan Beck & Co. June 1997 - December 2006
Oppenheimer & Co January 1994 - June 1997
Skills
Sales, New Business Development, Sales Pipeline..., Sales Management, Institutional Research..., Equity Research, Listening Skills, Cold Calling, Sales Presentations, Developing Client..., Executive Level Selling, Asset Gathering, Client Service, Investor Relations, Wealth Management, Financial Markets, Financial Advisory, Investment Advisory, Investment Products, Equities, Equity Derivatives, Options, Fixed Income, Mutual Funds, Hedge Funds, Alternative Investments, Series 63, Series 7, Asset Management, Asset Allocation, Portfolio Management, Trading Strategies, Retirement Plans, Strategic Communications, Sales Tools Development, Business Strategy, Start-ups, Venture Capital, Emerging Markets, Sell Side, Contract Negotiation, Contract Management, Microsoft Office, CRM software, Bloomberg, Thomson One, Client Development, Client Acquisition, Client Retention, Solution Selling
Education
New York University 1989 — 1991
Psychology & English
Boston University 1987 — 1989
Psychology & English
Northern Valley Regional H.S. at Old Tappan, NJ 1983 — 1987
Minesh Mistry's Morgan Stanley & Co. Experience 1998 - 2000
Job
Industry Information Technology and Services
Experience
Shipyard NYC August 2015 - Present
Groupon September 2013 - July 2015
SideTour March 2011 - July 2015
General Atlantic LLC September 2000 - 2010
Morgan Stanley & Co. 1998 - 2000
Skills
Venture Capital, Private Equity, Entrepreneurship, Corporate Development, Mergers & Acquisitions, Start-ups
Education
Harvard Business School 2003 — 2006
MBA
Harvard Kennedy School of Government 2003 — 2006
MPA
University of North Carolina at Chapel Hill 1993 — 1997
BSPH
Shipyard NYC August 2015 - Present
Groupon September 2013 - July 2015
SideTour March 2011 - July 2015
General Atlantic LLC September 2000 - 2010
Morgan Stanley & Co. 1998 - 2000
Skills
Venture Capital, Private Equity, Entrepreneurship, Corporate Development, Mergers & Acquisitions, Start-ups
Education
Harvard Business School 2003 — 2006
MBA
Harvard Kennedy School of Government 2003 — 2006
MPA
University of North Carolina at Chapel Hill 1993 — 1997
BSPH
Erica Achatz Erica Achatz's Morgan Stanley & Co. Experience June 2008 - August 2008
Job Associate at Messner Reeves LLP
Industry Law Practice
Experience
Messner Reeves LLP August 2013 - Present
Messner Reeves LLP January 2013 - April 2013
Messner Reeves LLP June 2012 - July 2012
Great-West Life and Annuity Insurance Company January 2012 - April 2012
United States Securities and Exchange Commission August 2011 - November 2011
Schuchat, Herzog & Brenman, LLC May 2011 - July 2011
Liquid Capital Group June 2009 - July 2009
Morgan Stanley & Co June 2008 - August 2008
Skills
Legal Writing, Corporate Law, Legal Research, Transactional Law, Oil & Gas Law, Mergers & Acquisitions, Bankruptcy, Employment Law, Corporate Governance, Licensing, Courts, Intellectual Property
Education
University of Denver - Sturm College of Law 2010 — 2013
J.D.
Tufts University 2006 — 2010
Bachelor of Arts, Economics; Spanish
Universidad de Alcalá 2009 — 2009
Economics; Spanish
Messner Reeves LLP August 2013 - Present
Messner Reeves LLP January 2013 - April 2013
Messner Reeves LLP June 2012 - July 2012
Great-West Life and Annuity Insurance Company January 2012 - April 2012
United States Securities and Exchange Commission August 2011 - November 2011
Schuchat, Herzog & Brenman, LLC May 2011 - July 2011
Liquid Capital Group June 2009 - July 2009
Morgan Stanley & Co June 2008 - August 2008
Skills
Legal Writing, Corporate Law, Legal Research, Transactional Law, Oil & Gas Law, Mergers & Acquisitions, Bankruptcy, Employment Law, Corporate Governance, Licensing, Courts, Intellectual Property
Education
University of Denver - Sturm College of Law 2010 — 2013
J.D.
Tufts University 2006 — 2010
Bachelor of Arts, Economics; Spanish
Universidad de Alcalá 2009 — 2009
Economics; Spanish
Craig Stern's Morgan Stanley & Co. Experience June 1996 - July 1998
Job Principal at Riverside Partners, LLC
Industry Venture Capital & Private Equity
Experience
Riverside Partners, LLC May 2012 - Present
BioAgilytix Labs May 2013 - Present
Enovate Medical December 2012 - Present
Nextag, Inc. April 2009 - May 2012
Nextag, Inc. June 2007 - March 2009
Providence Equity Partners, Inc. August 2003 - March 2009
General Atlantic Partners, LLC August 1998 - July 2000
Morgan Stanley & Co. June 1996 - July 1998
Education
Harvard Business School 2001 — 2003
MBA, General Management
Harvard University 1992 — 1996
AB, Economics & East Asian Studies
Harriton High School
Riverside Partners, LLC May 2012 - Present
BioAgilytix Labs May 2013 - Present
Enovate Medical December 2012 - Present
Nextag, Inc. April 2009 - May 2012
Nextag, Inc. June 2007 - March 2009
Providence Equity Partners, Inc. August 2003 - March 2009
General Atlantic Partners, LLC August 1998 - July 2000
Morgan Stanley & Co. June 1996 - July 1998
Education
Harvard Business School 2001 — 2003
MBA, General Management
Harvard University 1992 — 1996
AB, Economics & East Asian Studies
Harriton High School
Ashley Tagatac Ashley Tagatac's Morgan Stanley & Co. Experience June 1988 - June 2002
Job Managing Director at State Street Alternative Investment Solutions
Industry Financial Services
Experience
State Street Alternative Investment Solutions January 2015 - Present
Tagatac & Co., LLC September 2004 - Present
MadCam Real Estate 2004 - Present
Consultants Period December 2008 - January 2015
Brighter Planet March 2008 - October 2008
100 Women in Hedge Funds January 2001 - 2008
100 Women in Hedge Funds 2001 - 2008
Lehman Brothers June 2002 - June 2004
Morgan Stanley & Co. June 1988 - June 2002
MORGAN STANLEY TRUST COMPANY INC 1988 - 1993
Skills
Operations Management, CRM, Strategic Sales, Hedge Funds, Alternative Investments, Equities, Asset Managment, Portfolio Management, Investments, Series 7, Fixed Income, Derivatives, Asset Allocation, Capital Markets, Securities, Asset Management, Wealth Management, Prime Brokerage, Mutual Funds, Strategic Partnerships, ETFs, Series 63, Fund Of Funds, Investment Management, FINRA, Investment Advisory, Options, Investment Strategies, Series 24, Equity Derivatives, Equity Trading, Securities Lending
Education
Georgetown University - The McDonough School of Business 1982 — 1986
Bachelor of Science (B.S.), Marketing
Miss Porters 1979 — 1982
State Street Alternative Investment Solutions January 2015 - Present
Tagatac & Co., LLC September 2004 - Present
MadCam Real Estate 2004 - Present
Consultants Period December 2008 - January 2015
Brighter Planet March 2008 - October 2008
100 Women in Hedge Funds January 2001 - 2008
100 Women in Hedge Funds 2001 - 2008
Lehman Brothers June 2002 - June 2004
Morgan Stanley & Co. June 1988 - June 2002
MORGAN STANLEY TRUST COMPANY INC 1988 - 1993
Skills
Operations Management, CRM, Strategic Sales, Hedge Funds, Alternative Investments, Equities, Asset Managment, Portfolio Management, Investments, Series 7, Fixed Income, Derivatives, Asset Allocation, Capital Markets, Securities, Asset Management, Wealth Management, Prime Brokerage, Mutual Funds, Strategic Partnerships, ETFs, Series 63, Fund Of Funds, Investment Management, FINRA, Investment Advisory, Options, Investment Strategies, Series 24, Equity Derivatives, Equity Trading, Securities Lending
Education
Georgetown University - The McDonough School of Business 1982 — 1986
Bachelor of Science (B.S.), Marketing
Miss Porters 1979 — 1982
Erik Kobayashi-Solomon Erik Kobayashi-Solomon's Morgan Stanley & Co. Experience April 1999 - March 2003
Job Intelligent Option Investor, Forbes Contributor
Industry Capital Markets
Experience
IOI, LLC. September 2012 - Present
YCharts November 2013 - December 2014
Morningstar May 2011 - September 2012
Morningstar October 2008 - September 2012
Morningstar, Inc. December 2006 - October 2008
Ironbound Capital Partners January 2005 - January 2006
QED Capital Partners March 2003 - January 2005
Morgan Stanley & Co. April 1999 - March 2003
Morgan Stanley Japan July 1997 - April 1999
Skills
Options, Equities, Buy-side, Analysis, Sell Side, Derivatives, Equity Derivatives, Volatility, Hedging, Hedge Funds, Financial Modeling, Equity Research, Forecasting, Semiconductor Industry, Japanese, Japanese culture, Investments, Research, Industry Analysis, Valuation, Asset Allocation, Portfolio Management, Financial Analysis, Investment Banking, Quantitative Analysis, Asset Management, Alternative Investments, Risk Management, Investment Strategies, Capital Markets, Economics, Competitive Analysis, VBA, SQL, Morningstar Direct, Financial Services, Strategy, Mutual Funds, Equity Valuation, Investment Management, Bloomberg, Financial Risk, Emerging Markets, Trading Systems, Bonds, Institutional..., Securities, Commodity, FX Options
Education
Thunderbird School of Global Management 1996 — 1997
MBA, Finance, Accountancy, 3.9
The University of Texas at Austin 1985 — 1989
Bachelor of Arts (B.A.), East Asian Studies, 3.9
Middlebury College 1987 — 1987
Intensive Summer Language Program, Japanese, 4.0
IOI, LLC. September 2012 - Present
YCharts November 2013 - December 2014
Morningstar May 2011 - September 2012
Morningstar October 2008 - September 2012
Morningstar, Inc. December 2006 - October 2008
Ironbound Capital Partners January 2005 - January 2006
QED Capital Partners March 2003 - January 2005
Morgan Stanley & Co. April 1999 - March 2003
Morgan Stanley Japan July 1997 - April 1999
Skills
Options, Equities, Buy-side, Analysis, Sell Side, Derivatives, Equity Derivatives, Volatility, Hedging, Hedge Funds, Financial Modeling, Equity Research, Forecasting, Semiconductor Industry, Japanese, Japanese culture, Investments, Research, Industry Analysis, Valuation, Asset Allocation, Portfolio Management, Financial Analysis, Investment Banking, Quantitative Analysis, Asset Management, Alternative Investments, Risk Management, Investment Strategies, Capital Markets, Economics, Competitive Analysis, VBA, SQL, Morningstar Direct, Financial Services, Strategy, Mutual Funds, Equity Valuation, Investment Management, Bloomberg, Financial Risk, Emerging Markets, Trading Systems, Bonds, Institutional..., Securities, Commodity, FX Options
Education
Thunderbird School of Global Management 1996 — 1997
MBA, Finance, Accountancy, 3.9
The University of Texas at Austin 1985 — 1989
Bachelor of Arts (B.A.), East Asian Studies, 3.9
Middlebury College 1987 — 1987
Intensive Summer Language Program, Japanese, 4.0
Gregory Ager's Morgan Stanley & Co. Experience August 1990 - July 1992
Job Investment Banker Technology/Software
Industry Investment Banking
Experience
Signal Hill Capital August 2010 - Present
Updata Advisors (merged with Signal Hill) December 2005 - July 2010
Wachovia Securities October 2000 - November 2005
Thomas Weisel Partners January 1999 - October 2000
Montgomery Securities/NationsBanc Montgomery August 1996 - January 1999
Smith Barney Inc. July 1994 - July 1996
Morgan Stanley & Co. August 1990 - July 1992
Morgan Grenfell July 1989 - July 1990
Skills
Mergers & Acquisitions, Capital Raises, Enterprise Software, SaaS, Investment Banking, Venture Capital, Banking, Private Equity, Corporate Finance, Finance, Investments, Mergers, Private Placements, Strategy, Valuation, Capital Raising, Growth Capital, Financial Advisory, Series 7, Buyouts, Recapitalizations, IPO, Corporate Development, Equities
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance & Management Strategy
Yale University 1985 — 1989
BA, Economics & Political Science
Penn Trafford HS 1981 — 1985
Signal Hill Capital August 2010 - Present
Updata Advisors (merged with Signal Hill) December 2005 - July 2010
Wachovia Securities October 2000 - November 2005
Thomas Weisel Partners January 1999 - October 2000
Montgomery Securities/NationsBanc Montgomery August 1996 - January 1999
Smith Barney Inc. July 1994 - July 1996
Morgan Stanley & Co. August 1990 - July 1992
Morgan Grenfell July 1989 - July 1990
Skills
Mergers & Acquisitions, Capital Raises, Enterprise Software, SaaS, Investment Banking, Venture Capital, Banking, Private Equity, Corporate Finance, Finance, Investments, Mergers, Private Placements, Strategy, Valuation, Capital Raising, Growth Capital, Financial Advisory, Series 7, Buyouts, Recapitalizations, IPO, Corporate Development, Equities
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Finance & Management Strategy
Yale University 1985 — 1989
BA, Economics & Political Science
Penn Trafford HS 1981 — 1985
Shamsudeen Bawa Shamsudeen Bawa's Morgan Stanley & Co. Experience October 2008 - July 2010
Job Owner and Founder at ColdandFlamez
Industry Financial Services
Experience
JPMorgan Chase September 2013 - Present
Citco Fund Services August 2010 - September 2013
ColdandFlamez.com March 2008 - December 2012
Morgan Stanley & Co October 2008 - July 2010
Morgan Stanley & Co January 2008 - July 2008
YU NY 2007 - 2008
Skills
Bloomberg, Equities, Derivatives, Microsoft Excel, Hedge Funds, Analysis, Microsoft Office, Outlook, PowerPoint, Public Speaking, Microsoft Word, Data Analysis, Risk Management, Project Management, Management, Options
Education
City University of New York-Herbert H. Lehman College
Pace University
Strayer University-Maryland
JPMorgan Chase September 2013 - Present
Citco Fund Services August 2010 - September 2013
ColdandFlamez.com March 2008 - December 2012
Morgan Stanley & Co October 2008 - July 2010
Morgan Stanley & Co January 2008 - July 2008
YU NY 2007 - 2008
Skills
Bloomberg, Equities, Derivatives, Microsoft Excel, Hedge Funds, Analysis, Microsoft Office, Outlook, PowerPoint, Public Speaking, Microsoft Word, Data Analysis, Risk Management, Project Management, Management, Options
Education
City University of New York-Herbert H. Lehman College
Pace University
Strayer University-Maryland
Michael Kim Michael Kim's Morgan Stanley & Co. Experience August 1997 - February 2000
Job Managing Partner at Cendana Capital
Industry Venture Capital & Private Equity
Experience
Cendana Capital January 2010 - Present
Rustic Canyon Partners July 2000 - January 2010
Morgan Stanley & Co. August 1997 - February 2000
Chase Manhattan Bank August 1992 - July 1995
Skills
Venture Capital, Private Equity, Corporate Development, Entrepreneurship, Start-ups, Mergers, Investments, Corporate Finance, Financial Modeling, Valuation, Business Strategy, Angel Investing, Finance, Growth Capital, Venture Financing, Restructuring, Strategic Partnerships, Due Diligence, Mergers & Acquisitions, Investment Banking, Business Development, Alternative Investments, Financial Analysis, Capital Markets, Private Placements, LBO, Emerging Markets, Capital, IPO, Due diligence
Education
The Wharton School 1995 — 1997
MBA, Finance
School of Foreign Service, Georgetown University 1990 — 1992
MSFS, International Relations
College of Arts & Sciences, Cornell University 1986 — 1990
AB, Government, International Relations
Cendana Capital January 2010 - Present
Rustic Canyon Partners July 2000 - January 2010
Morgan Stanley & Co. August 1997 - February 2000
Chase Manhattan Bank August 1992 - July 1995
Skills
Venture Capital, Private Equity, Corporate Development, Entrepreneurship, Start-ups, Mergers, Investments, Corporate Finance, Financial Modeling, Valuation, Business Strategy, Angel Investing, Finance, Growth Capital, Venture Financing, Restructuring, Strategic Partnerships, Due Diligence, Mergers & Acquisitions, Investment Banking, Business Development, Alternative Investments, Financial Analysis, Capital Markets, Private Placements, LBO, Emerging Markets, Capital, IPO, Due diligence
Education
The Wharton School 1995 — 1997
MBA, Finance
School of Foreign Service, Georgetown University 1990 — 1992
MSFS, International Relations
College of Arts & Sciences, Cornell University 1986 — 1990
AB, Government, International Relations
Jonathan Tamir Jonathan Tamir's Morgan Stanley & Co. Experience 1986 - 1988
Job Experienced Healthcare Executive
Industry Hospital & Health Care
Experience
Columbia University Medical Center January 2015 - Present
Advanced Physician Services at Westchester Medical Center October 2012 - January 2015
Yale University School of Medicine July 2007 - October 2012
Montefiore Medical Center May 2003 - June 2007
Lifespan 1997 - 2003
Blue Cross of Massachusetts 1996 - 1997
Massachusetts General Hospital 1994 - 1996
Massachusetts General Hospital 1992 - 1994
Massachusetts General Hospital 1990 - 1992
Morgan Stanley & Co 1986 - 1988
Skills
Healthcare Management, Healthcare Information..., Strategic Planning, Business Process..., Change Management, Revenue Cycle Management, Financial Mgmt, Joint Ventures, Consensus Building, Leadership Development, Medical Billing, Customer Satisfaction, Sales Compensation..., Clinical Practice..., Program Development, Provider Relations, Healthcare, Strategy, Leadership, Analysis, Program Management, Managed Care, Hospitals, Healthcare Consulting, Physicians, Developer of People, Revenue Cycle, Management, Mergers & Acquisitions, EMR
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
The Johns Hopkins University 1982 — 1986
BSBME
Teaneck High School 1979 — 1982
Diploma
Columbia University Medical Center January 2015 - Present
Advanced Physician Services at Westchester Medical Center October 2012 - January 2015
Yale University School of Medicine July 2007 - October 2012
Montefiore Medical Center May 2003 - June 2007
Lifespan 1997 - 2003
Blue Cross of Massachusetts 1996 - 1997
Massachusetts General Hospital 1994 - 1996
Massachusetts General Hospital 1992 - 1994
Massachusetts General Hospital 1990 - 1992
Morgan Stanley & Co 1986 - 1988
Skills
Healthcare Management, Healthcare Information..., Strategic Planning, Business Process..., Change Management, Revenue Cycle Management, Financial Mgmt, Joint Ventures, Consensus Building, Leadership Development, Medical Billing, Customer Satisfaction, Sales Compensation..., Clinical Practice..., Program Development, Provider Relations, Healthcare, Strategy, Leadership, Analysis, Program Management, Managed Care, Hospitals, Healthcare Consulting, Physicians, Developer of People, Revenue Cycle, Management, Mergers & Acquisitions, EMR
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
The Johns Hopkins University 1982 — 1986
BSBME
Teaneck High School 1979 — 1982
Diploma
Jason Wasserman Jason Wasserman's Morgan Stanley & Co. Experience February 2005 - May 2005
Job Operations Specialist
Industry Investment Banking
Experience
Ameritrade July 2009 - July 2014
Deutsche Bank May 2006 - April 2009
Deutsche Bank July 2005 - May 2006
Deutsche Bank July 2005 - May 2006
Morgan Stanley & Co February 2005 - May 2005
Credit Lyonnais Rouse Ltd January 2003 - July 2004
Credit Lyonnais Rouse Ltd January 2003 - July 2004
Credit Lyonnais Rouse Ltd January 2003 - July 2004
Credit Lyonnais Bank November 1997 - January 2003
Credit Lyonnais Bank November 1997 - January 2003
Skills
Options, FX Options, Back Office, Derivatives, Middle Office, Bloomberg, ADP Payroll, Ameritrade trading..., SWIFT payments, Microsoft Excel, Lotus Notes, Customer Service, Outlook, Microsoft Word, Summit, Kondor+, OFAC, Fedwire, Sungard GMI, etrade, Nostro Reconciliation, Ransys, Rolfe and Nolan, RISC, NYMEX
Education
SUNY Albany 1993 — 1997
Bachelor of Arts (BA), Business Administration, Management and Operations
University at Albany, SUNY 1993 — 1997
BA, Sociology
Ameritrade July 2009 - July 2014
Deutsche Bank May 2006 - April 2009
Deutsche Bank July 2005 - May 2006
Deutsche Bank July 2005 - May 2006
Morgan Stanley & Co February 2005 - May 2005
Credit Lyonnais Rouse Ltd January 2003 - July 2004
Credit Lyonnais Rouse Ltd January 2003 - July 2004
Credit Lyonnais Rouse Ltd January 2003 - July 2004
Credit Lyonnais Bank November 1997 - January 2003
Credit Lyonnais Bank November 1997 - January 2003
Skills
Options, FX Options, Back Office, Derivatives, Middle Office, Bloomberg, ADP Payroll, Ameritrade trading..., SWIFT payments, Microsoft Excel, Lotus Notes, Customer Service, Outlook, Microsoft Word, Summit, Kondor+, OFAC, Fedwire, Sungard GMI, etrade, Nostro Reconciliation, Ransys, Rolfe and Nolan, RISC, NYMEX
Education
SUNY Albany 1993 — 1997
Bachelor of Arts (BA), Business Administration, Management and Operations
University at Albany, SUNY 1993 — 1997
BA, Sociology
Mark Dabrowski's Morgan Stanley & Co. Experience 1990 - 1998
Job SVP/Chief Compliance Officer at FTN Financial
Industry Capital Markets
Experience
FTN Financial April 2003 - Present
Deutsche Bank July 1999 - March 2003
Morgan Stanley & Co. 1990 - 1998
Skills
Broker-Dealer, Series 7, Series 9/10, Series 24, Series 63, Capital Markets, USA PATRIOT Act, AML, FINRA
Education
St. Thomas Aquinas College 1986 — 1988
BS, Accounting
Rockland Community College 1984 — 1986
Assoicate Arts
FTN Financial April 2003 - Present
Deutsche Bank July 1999 - March 2003
Morgan Stanley & Co. 1990 - 1998
Skills
Broker-Dealer, Series 7, Series 9/10, Series 24, Series 63, Capital Markets, USA PATRIOT Act, AML, FINRA
Education
St. Thomas Aquinas College 1986 — 1988
BS, Accounting
Rockland Community College 1984 — 1986
Assoicate Arts
Daphne Kwon Daphne Kwon's Morgan Stanley & Co. Experience August 1990 - July 1992
Job CFO at Goop Inc.
Industry Internet
Experience
gen.video July 2015 - Present
Goop Inc. October 2014 - Present
EXPO Communications 2004 - Present
Oxygen Media, Inc. April 1998 - April 2004
Disney/ABC Cable Networks May 1996 - April 1998
The Walt Disney Company June 1992 - August 1994
Morgan Stanley & Co. August 1990 - July 1992
Skills
Notary Public, Video, E-commerce, Corporate Development, Start-ups, Digital Media, Marketing, Leadership, Strategy, Digital Strategy, Entrepreneurship, Marketing Strategy, Online Advertising, Analytics, Strategic Partnerships, Strategic Planning, Social Media, Digital Marketing, New Media, Mergers & Acquisitions, Business Strategy, Venture Capital, Management Consulting
Education
Harvard Business School 1994 — 1996
Master of Business Administration (MBA), Business/Commerce, General
University of Michigan 1986 — 1990
BBA, Accounting and Finance
gen.video July 2015 - Present
Goop Inc. October 2014 - Present
EXPO Communications 2004 - Present
Oxygen Media, Inc. April 1998 - April 2004
Disney/ABC Cable Networks May 1996 - April 1998
The Walt Disney Company June 1992 - August 1994
Morgan Stanley & Co. August 1990 - July 1992
Skills
Notary Public, Video, E-commerce, Corporate Development, Start-ups, Digital Media, Marketing, Leadership, Strategy, Digital Strategy, Entrepreneurship, Marketing Strategy, Online Advertising, Analytics, Strategic Partnerships, Strategic Planning, Social Media, Digital Marketing, New Media, Mergers & Acquisitions, Business Strategy, Venture Capital, Management Consulting
Education
Harvard Business School 1994 — 1996
Master of Business Administration (MBA), Business/Commerce, General
University of Michigan 1986 — 1990
BBA, Accounting and Finance
Jan-Willem Rietbroek's Morgan Stanley & Co. Experience June 1997 - September 1998
Job Vice President at Citigroup
Industry Banking
Experience
Citigroup March 2005 - Present
Citigroup August 2001 - March 2005
Deutsche Bank September 2000 - August 2001
E-Z-EM, Inc. (EndoDynamics Division) February 1999 - May 2000
Chase Manhattan Bank September 1998 - February 1999
Morgan Stanley & Co. June 1997 - September 1998
APPL International, Inc. January 1995 - June 1997
Skills
Insurance, CRM, Financial Services, Banking, Sales Management, Fixed Income, Relationship Management, Portfolio Management, Options, Trading, Equities, FX Options, Risk Management, Capital Markets, Investment Banking, Management, Derivatives
Education
Maastricht University 1988 — 1995
B.A. ; M.A., Economics and Business Administration, International Management
St. Michiel Geleen 1982 — 1988
Gymnasium B
St. Augustinus 1977 — 1982
Citigroup March 2005 - Present
Citigroup August 2001 - March 2005
Deutsche Bank September 2000 - August 2001
E-Z-EM, Inc. (EndoDynamics Division) February 1999 - May 2000
Chase Manhattan Bank September 1998 - February 1999
Morgan Stanley & Co. June 1997 - September 1998
APPL International, Inc. January 1995 - June 1997
Skills
Insurance, CRM, Financial Services, Banking, Sales Management, Fixed Income, Relationship Management, Portfolio Management, Options, Trading, Equities, FX Options, Risk Management, Capital Markets, Investment Banking, Management, Derivatives
Education
Maastricht University 1988 — 1995
B.A. ; M.A., Economics and Business Administration, International Management
St. Michiel Geleen 1982 — 1988
Gymnasium B
St. Augustinus 1977 — 1982
Brian Watson Brian Watson's Morgan Stanley & Co. Experience August 1985 - May 1993
Job CIO at CRT Capital Group
Industry Investment Banking
Experience
CRT Capital Group October 2010 - Present
RBS Greenwich Capital June 1993 - October 2010
Morgan Stanley & Co. August 1985 - May 1993
EPS consultants July 1982 - August 1985
Skills
Fixed Income, Hedge Funds, Project Management, Management, Trading Systems, Electronic Trading, Derivatives, Leadership, Microsoft SQL Server, Information Technology, Capital Markets, .NET, SQL, Equities, Sybase, Software Development, Program Management
Education
University of Cambridge 1979 — 1982
MA, Computer Science
CRT Capital Group October 2010 - Present
RBS Greenwich Capital June 1993 - October 2010
Morgan Stanley & Co. August 1985 - May 1993
EPS consultants July 1982 - August 1985
Skills
Fixed Income, Hedge Funds, Project Management, Management, Trading Systems, Electronic Trading, Derivatives, Leadership, Microsoft SQL Server, Information Technology, Capital Markets, .NET, SQL, Equities, Sybase, Software Development, Program Management
Education
University of Cambridge 1979 — 1982
MA, Computer Science
Kevin Lilly Kevin Lilly's Morgan Stanley & Co. Experience May 1996 - April 2001
Job President, Avalon Wealth Management
Industry Investment Management
Experience
Texas State Guard August 2013 - Present
Avalon Advisors LLC April 2001 - Present
Texas State Guard August 2010 - August 2013
Morgan Stanley & Co May 1996 - April 2001
Goldman Sachs January 1989 - May 1996
US Army May 1990 - May 1994
Skills
Corporate Development, Equities, Financial Analysis, Financial Modeling, Fixed Income, Investment Management, Investments, Mergers, Private Equity, Risk Management, Sales, Securities, Valuation, Venture Capital, Wealth Management
Education
Antonian College Prep
Southern Methodist University - Cox School of Business
MBA, Finance
The University of Texas at Austin
BBA, Marketing/ English
Texas State Guard August 2013 - Present
Avalon Advisors LLC April 2001 - Present
Texas State Guard August 2010 - August 2013
Morgan Stanley & Co May 1996 - April 2001
Goldman Sachs January 1989 - May 1996
US Army May 1990 - May 1994
Skills
Corporate Development, Equities, Financial Analysis, Financial Modeling, Fixed Income, Investment Management, Investments, Mergers, Private Equity, Risk Management, Sales, Securities, Valuation, Venture Capital, Wealth Management
Education
Antonian College Prep
Southern Methodist University - Cox School of Business
MBA, Finance
The University of Texas at Austin
BBA, Marketing/ English
Phil Ankeny's Morgan Stanley & Co. Experience 1985 - 1987
Job CFO at Minnetronix, Inc.
Industry Medical Devices
Experience
Minnetronix, Inc. April 2013 - Present
Medical Device Consulting September 2011 - March 2013
SurModics 2003 - August 2011
Cognicity 1999 - 2002
Sherpa Partners 1998 - 1999
Robertson Stephens 1994 - 1997
Shiva Corporation 1994 - 1994
IBM Corporation 1989 - 1994
Morgan Stanley & Co. 1985 - 1987
Education
Harvard Business School 1987 — 1989
MBA
Dartmouth College 1981 — 1985
A.B., Economics and Engineering
Minnetronix, Inc. April 2013 - Present
Medical Device Consulting September 2011 - March 2013
SurModics 2003 - August 2011
Cognicity 1999 - 2002
Sherpa Partners 1998 - 1999
Robertson Stephens 1994 - 1997
Shiva Corporation 1994 - 1994
IBM Corporation 1989 - 1994
Morgan Stanley & Co. 1985 - 1987
Education
Harvard Business School 1987 — 1989
MBA
Dartmouth College 1981 — 1985
A.B., Economics and Engineering
Elizabeth James Elizabeth James's Morgan Stanley & Co. Experience April 2007 - November 2007
Job Sales Processor at SI Screen Innovations
Industry Consumer Services
Experience
SI Screen Innovations November 2011 - June 2014
Enterprise Holdings, Inc January 2008 - October 2011
Morgan Stanley & Co April 2007 - November 2007
University of Colorado, Athletic Department September 2004 - January 2007
Skills
Management, Customer Service, Sales, Rentals, Microsoft Office, History, Compliance, Fleet Management, Car Rental, Inventory Management, Research, Vehicles, Account Management, Sales Process, Sales Operations, Operations Management, PowerPoint, Teamwork, CRM, Customer Satisfaction, Marketing, Sales Management, Cold Calling
Education
University of Colorado at Boulder 2002 — 2006
Bachelor of Arts, History
SI Screen Innovations November 2011 - June 2014
Enterprise Holdings, Inc January 2008 - October 2011
Morgan Stanley & Co April 2007 - November 2007
University of Colorado, Athletic Department September 2004 - January 2007
Skills
Management, Customer Service, Sales, Rentals, Microsoft Office, History, Compliance, Fleet Management, Car Rental, Inventory Management, Research, Vehicles, Account Management, Sales Process, Sales Operations, Operations Management, PowerPoint, Teamwork, CRM, Customer Satisfaction, Marketing, Sales Management, Cold Calling
Education
University of Colorado at Boulder 2002 — 2006
Bachelor of Arts, History
Talmage Cooley's Morgan Stanley & Co. Experience 1988 - 1993
Job Founder & CEO at Democracy.com
Industry Internet
Experience
Democracy.com 2012 - Present
Fervent Strategy 2010 - 2012
Fervent Pictures 2005 - 2010
The Center to Prevent Youth Violence (formerly PAX) 1994 - 2004
Morgan Stanley & Co 1988 - 1993
Skills
Venture Capital, Entrepreneur, Economic Development, Start-ups, Economics, Entrepreneurship, Strategy, Business Strategy, Leadership, Business Development, Financial Modeling, Fundraising, Digital Media, Film, Management, Integrated Marketing, Social Networking, Business Planning
Education
st annes belfield school
st annes belfield school
Harvard Kennedy School of Government 2011 — 2012
MPA, Concentration in Technology, Politics, Innovation and Network Theory (MIT).
University of Virginia - Darden Graduate School of Business Administration
MBA, Finance and Marketing
NYU Tisch School of the Arts/Playwrights Horizons Theater School
Professional, Directing
University of Virginia
BA, International Politics
Democracy.com 2012 - Present
Fervent Strategy 2010 - 2012
Fervent Pictures 2005 - 2010
The Center to Prevent Youth Violence (formerly PAX) 1994 - 2004
Morgan Stanley & Co 1988 - 1993
Skills
Venture Capital, Entrepreneur, Economic Development, Start-ups, Economics, Entrepreneurship, Strategy, Business Strategy, Leadership, Business Development, Financial Modeling, Fundraising, Digital Media, Film, Management, Integrated Marketing, Social Networking, Business Planning
Education
st annes belfield school
st annes belfield school
Harvard Kennedy School of Government 2011 — 2012
MPA, Concentration in Technology, Politics, Innovation and Network Theory (MIT).
University of Virginia - Darden Graduate School of Business Administration
MBA, Finance and Marketing
NYU Tisch School of the Arts/Playwrights Horizons Theater School
Professional, Directing
University of Virginia
BA, International Politics
Eden Godsoe Eden Godsoe's Morgan Stanley & Co. Experience 1993 - 1995
Job Founder and CEO at FaveRave
Industry Internet
Experience
FaveRave 2014 - Present
SkinnyScoop 2010 - 2014
Comcast 2003 - 2009
Covad Communications 1999 - 2003
Brown, McMillan & Co 1998 - 1999
Boston Consulting Group June 1997 - August 1997
Morgan Stanley & Co 1993 - 1995
Education
Stanford University Graduate School of Business 1996 — 1998
MBA
Western University 1988 — 1992
BA (Honors), Economics and Philosophy
Bishop Strachan School
FaveRave 2014 - Present
SkinnyScoop 2010 - 2014
Comcast 2003 - 2009
Covad Communications 1999 - 2003
Brown, McMillan & Co 1998 - 1999
Boston Consulting Group June 1997 - August 1997
Morgan Stanley & Co 1993 - 1995
Education
Stanford University Graduate School of Business 1996 — 1998
MBA
Western University 1988 — 1992
BA (Honors), Economics and Philosophy
Bishop Strachan School
Alex Levental's Morgan Stanley & Co. Experience 1996 - 1998
Job Managing Director at Ironwood Capital investing $5 to $25 million in both subordinated debt and equity
Industry Venture Capital & Private Equity
Experience
Ironwood Capital January 2005 - Present
CCA Global Partners 2002 - 2005
Anything For Home 2000 - 2002
Advent International 1998 - 2000
Morgan Stanley & Co. 1996 - 1998
Skills
Equities, Private Equity, Venture Capital, Mergers, Financial Modeling, LBO, Corporate Development, Mergers & Acquisitions, Strategy, Corporate Finance, Valuation, Due Diligence, Financial Structuring, Divestitures, Portfolio Management, Leveraged Finance, Capital, Growth Capital, Finance, Business Development, Investments, Executive Management
Education
Colby College 1992 — 1996
Bachelor of Arts (B.A.), Economics and Russian Literature
London School of Economics and Political Science 1994 — 1995
GC, Corporate Finance
Brookline High School 1988 — 1992
Ironwood Capital January 2005 - Present
CCA Global Partners 2002 - 2005
Anything For Home 2000 - 2002
Advent International 1998 - 2000
Morgan Stanley & Co. 1996 - 1998
Skills
Equities, Private Equity, Venture Capital, Mergers, Financial Modeling, LBO, Corporate Development, Mergers & Acquisitions, Strategy, Corporate Finance, Valuation, Due Diligence, Financial Structuring, Divestitures, Portfolio Management, Leveraged Finance, Capital, Growth Capital, Finance, Business Development, Investments, Executive Management
Education
Colby College 1992 — 1996
Bachelor of Arts (B.A.), Economics and Russian Literature
London School of Economics and Political Science 1994 — 1995
GC, Corporate Finance
Brookline High School 1988 — 1992
Ralph Garcia, Jr., CFP®, CIMA®'s Morgan Stanley & Co. Experience August 1988 - January 1992
Job Managing Director Investments and Senior Institutional Consultant at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2009 - Present
UBS Financial Services, Inc. January 1992 - January 2009
Morgan Stanley & Co. August 1988 - January 1992
Swiss Bank Corporation June 1987 - August 1987
Education
University of Pennsylvania - The Wharton School 1994 — 1994
IMCA Certified Investment Management Analyst Program, Investments and Securities
University of California, Berkeley, Haas School of Business 1986 — 1988
MBA, Finance
University of California, Santa Barbara 1980 — 1983
BA, Business-Economics
Foothill College 1978 — 1980
Science / Mathematics
Wells Fargo Advisors January 2009 - Present
UBS Financial Services, Inc. January 1992 - January 2009
Morgan Stanley & Co. August 1988 - January 1992
Swiss Bank Corporation June 1987 - August 1987
Education
University of Pennsylvania - The Wharton School 1994 — 1994
IMCA Certified Investment Management Analyst Program, Investments and Securities
University of California, Berkeley, Haas School of Business 1986 — 1988
MBA, Finance
University of California, Santa Barbara 1980 — 1983
BA, Business-Economics
Foothill College 1978 — 1980
Science / Mathematics
Robert D. Lesser Robert D. Lesser's Morgan Stanley & Co. Experience December 1993 - February 2010
Job Consultant and Corporate Speaker
Industry Executive Office
Experience
Israel-Palestinian Cooperative for Economic Expansion July 2011 - Present
Consultant and Corporate Speaker May 2010 - Present
JFACT 2010 - Present
Morgan Stanley - Firmwide Sourcing May 2008 - February 2010
Morgan Stanley - Head of Professional Services January 2006 - February 2010
Morgan Stanley & Co. December 1993 - February 2010
Temple Beth El 2006 - 2009
Morgan Stanley - HR January 2001 - January 2002
Morgan Stanley - International Services January 1993 - January 2002
Morgan Stanley Asia March 1999 - July 2001
Skills
Performance Management, HRIS, Budgeting, Policy Analysis, Administration, Process Engineering, Contract Management, Benefits Administration, Executive Management, Procurement, Shared Services, Budget Development, Policy, Vendor Management, Change Management, Employee Relations, Strategic Planning, Benefits, Organizational..., Compensation, Talent Management, Expatriate Management, Coaching, Leadership Development, Program Management, Business Strategy, Employee Benefits, Outsourcing, HR Strategy, Process Improvement, Talent Acquisition, Mentoring, Deferred Compensation, Strategy, Leadership, Management, Recruiting, Risk Management, Onboarding, Business Analysis, Sourcing, Team Building, Training, Personnel Management
Education
The University of Connecticut School of Law 1980 — 1983
JD, Law
University of Oxford 1981 — 1981
Law
Clark University 1975 — 1979
B.A., Government, History
TRINITY COLLEGE
Masters Program, Public Policy
Israel-Palestinian Cooperative for Economic Expansion July 2011 - Present
Consultant and Corporate Speaker May 2010 - Present
JFACT 2010 - Present
Morgan Stanley - Firmwide Sourcing May 2008 - February 2010
Morgan Stanley - Head of Professional Services January 2006 - February 2010
Morgan Stanley & Co. December 1993 - February 2010
Temple Beth El 2006 - 2009
Morgan Stanley - HR January 2001 - January 2002
Morgan Stanley - International Services January 1993 - January 2002
Morgan Stanley Asia March 1999 - July 2001
Skills
Performance Management, HRIS, Budgeting, Policy Analysis, Administration, Process Engineering, Contract Management, Benefits Administration, Executive Management, Procurement, Shared Services, Budget Development, Policy, Vendor Management, Change Management, Employee Relations, Strategic Planning, Benefits, Organizational..., Compensation, Talent Management, Expatriate Management, Coaching, Leadership Development, Program Management, Business Strategy, Employee Benefits, Outsourcing, HR Strategy, Process Improvement, Talent Acquisition, Mentoring, Deferred Compensation, Strategy, Leadership, Management, Recruiting, Risk Management, Onboarding, Business Analysis, Sourcing, Team Building, Training, Personnel Management
Education
The University of Connecticut School of Law 1980 — 1983
JD, Law
University of Oxford 1981 — 1981
Law
Clark University 1975 — 1979
B.A., Government, History
TRINITY COLLEGE
Masters Program, Public Policy
Mark Phillips Mark Phillips's Morgan Stanley & Co. Experience 1992 - 1994
Job Author, Business Leader, Economist ReinventingCommunication.com
Industry Information Technology and Services
Experience
Lawrence Technological University December 2014 - Present
Gower Publishing November 2012 - Present
Vertabase Project Management Software 1997 - Present
Oppenheimer & Company 1994 - 1996
Morgan Stanley & Co. 1992 - 1994
Skills
Strategic Thinking, Managerial Finance, Project Management, Economics, Sales Management, Start-ups, Management Consulting, Data Warehousing, Projects, Sales, Entrepreneurship, Strategy, Proposal Writing, Public Speaking, Business Strategy, Leadership, Program Management, Consulting, Project Planning, Business Process..., Business Development, Business Planning, Executive Management, CRM, Strategic Partnerships, Enterprise Software, SaaS, Management, Cloud Computing, Strategic Planning, Communication, Project management
Education
University of Michigan 1991 — 1992
M.Sc., Applied Economics
The London School of Economics and Political Science (LSE) 1989 — 1991
B.Sc. [Econ], Philosophy and Economics
Lawrence Technological University December 2014 - Present
Gower Publishing November 2012 - Present
Vertabase Project Management Software 1997 - Present
Oppenheimer & Company 1994 - 1996
Morgan Stanley & Co. 1992 - 1994
Skills
Strategic Thinking, Managerial Finance, Project Management, Economics, Sales Management, Start-ups, Management Consulting, Data Warehousing, Projects, Sales, Entrepreneurship, Strategy, Proposal Writing, Public Speaking, Business Strategy, Leadership, Program Management, Consulting, Project Planning, Business Process..., Business Development, Business Planning, Executive Management, CRM, Strategic Partnerships, Enterprise Software, SaaS, Management, Cloud Computing, Strategic Planning, Communication, Project management
Education
University of Michigan 1991 — 1992
M.Sc., Applied Economics
The London School of Economics and Political Science (LSE) 1989 — 1991
B.Sc. [Econ], Philosophy and Economics
Bill Brown Bill Brown's Morgan Stanley & Co. Experience April 1997 - March 2008
Job CEO, NET Power | CoFounder, 8 Rivers Capital | Innovation at Industrial Scale
Industry Venture Capital & Private Equity
Experience
NET Power, LLC May 2008 - Present
8 Rivers Capital, LLC May 2008 - Present
Duke University July 2013 - July 2014
Duke University School of Law July 2013 - July 2014
Duke University School of Law July 2008 - June 2013
Morgan Stanley & Co. April 1997 - March 2008
AIG April 1996 - April 1997
Goldman Sachs & Co. 1990 - 1996
Sidley Austin 1984 - 1989
Donovan Leisure Newton & Irvine August 1980 - April 1984
Skills
Venture Capital, Securities, Derivatives, Economics, Investments, Capital Markets, Private Equity, Corporate Finance, Entrepreneurship, Mergers, Start-ups, Business Strategy, Investment Banking, Strategic Planning, Marketing Strategy, Market Research, Corporate Law, Risk Management, Fundraising, Analytics, Change Management, Mergers & Acquisitions, Corporate Governance, Strategic Partnerships, Strategic Leadership, Due Diligence, Finance, Business Planning, Project Finance, Portfolio Management, Restructuring, Joint Ventures, Corporate Development, Energy, Trading, Strategy, Financial Modeling, Valuation, Fixed Income, Emerging Markets, Management, Management Consulting, E-commerce, IPO, Executive Management, Alternative Investments, Hedge Funds, Acquisitions, Presentations, PowerPoint
Education
Duke University School of Law 1977 — 1980
JD, Law
Massachusetts Institute of Technology 1973 — 1977
BS, Biology, Political Science
NET Power, LLC May 2008 - Present
8 Rivers Capital, LLC May 2008 - Present
Duke University July 2013 - July 2014
Duke University School of Law July 2013 - July 2014
Duke University School of Law July 2008 - June 2013
Morgan Stanley & Co. April 1997 - March 2008
AIG April 1996 - April 1997
Goldman Sachs & Co. 1990 - 1996
Sidley Austin 1984 - 1989
Donovan Leisure Newton & Irvine August 1980 - April 1984
Skills
Venture Capital, Securities, Derivatives, Economics, Investments, Capital Markets, Private Equity, Corporate Finance, Entrepreneurship, Mergers, Start-ups, Business Strategy, Investment Banking, Strategic Planning, Marketing Strategy, Market Research, Corporate Law, Risk Management, Fundraising, Analytics, Change Management, Mergers & Acquisitions, Corporate Governance, Strategic Partnerships, Strategic Leadership, Due Diligence, Finance, Business Planning, Project Finance, Portfolio Management, Restructuring, Joint Ventures, Corporate Development, Energy, Trading, Strategy, Financial Modeling, Valuation, Fixed Income, Emerging Markets, Management, Management Consulting, E-commerce, IPO, Executive Management, Alternative Investments, Hedge Funds, Acquisitions, Presentations, PowerPoint
Education
Duke University School of Law 1977 — 1980
JD, Law
Massachusetts Institute of Technology 1973 — 1977
BS, Biology, Political Science
Scott McCullah Scott McCullah's Morgan Stanley & Co. Experience 1997 - 2002
Job Executive Director
Industry Financial Services
Experience
JPMorgan Chase Bank, NA 2002 - Present
Morgan Stanley & Co. 1997 - 2002
Wells Fargo Investments 1994 - 1997
Education
California State University-Los Angeles
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
The Wharton School
Certification, Aresty Institute of Executive Education
JPMorgan Chase Bank, NA 2002 - Present
Morgan Stanley & Co. 1997 - 2002
Wells Fargo Investments 1994 - 1997
Education
California State University-Los Angeles
Master of Business Administration (M.B.A.), Marketing/Marketing Management, General
The Wharton School
Certification, Aresty Institute of Executive Education
Jordan S. Davis Jordan S. Davis's Morgan Stanley & Co. Experience 1986 - 1990
Job Managing Partner at Radius Ventures
Industry Investment Management
Experience
Radius Ventures, LLC 1996 - Present
Healthcorps 2008 - Present
Amercian Bank Note Holographic, Inc. June 2005 - February 2008
Voxware, Inc. 1993 - 1996
KBL Healthcare, Inc. 1992 - 1996
Morgan Stanley & Co. 1986 - 1990
Skills
Private Equity, Start-ups, Mergers & Acquisitions, Investments, Strategy, Corporate Development, Venture Financing, Venture Capital, Due Diligence, Portfolio Management, Valuation, Investment Banking, Strategic Partnerships, Financial Modeling, Business Strategy, Angel Investing, IPO, Growth Capital, M&A experience, Private Placements, Corporate Finance, Biotechnology, Alternative Investments, LBO, Entrepreneurship, Capital Raising, Financial Analysis, Investment Management, Mergers, Restructuring, Healthcare, Healthcare Information..., Buyouts, Capital, Funding
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance
Binghamton University 1979 — 1983
BA, Economics
London School of Economics and Political Science 1981 — 1981
Radius Ventures, LLC 1996 - Present
Healthcorps 2008 - Present
Amercian Bank Note Holographic, Inc. June 2005 - February 2008
Voxware, Inc. 1993 - 1996
KBL Healthcare, Inc. 1992 - 1996
Morgan Stanley & Co. 1986 - 1990
Skills
Private Equity, Start-ups, Mergers & Acquisitions, Investments, Strategy, Corporate Development, Venture Financing, Venture Capital, Due Diligence, Portfolio Management, Valuation, Investment Banking, Strategic Partnerships, Financial Modeling, Business Strategy, Angel Investing, IPO, Growth Capital, M&A experience, Private Placements, Corporate Finance, Biotechnology, Alternative Investments, LBO, Entrepreneurship, Capital Raising, Financial Analysis, Investment Management, Mergers, Restructuring, Healthcare, Healthcare Information..., Buyouts, Capital, Funding
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance
Binghamton University 1979 — 1983
BA, Economics
London School of Economics and Political Science 1981 — 1981
Stephen Muller Stephen Muller's Morgan Stanley & Co. Experience May 2002 - April 2004
Job Chief Investment Officer at Kuafu Properties LLC
Industry Real Estate
Experience
Kuafu Properties LLC February 2015 - Present
The Greenwich Group International June 2005 - February 2015
Terra Capital Partners June 2005 - August 2007
Merrill Lynch & Co. April 2004 - March 2005
Morgan Stanley & Co. May 2002 - April 2004
Blackheath Financial May 2002 - April 2004
Goldman Sachs & Co. June 2000 - January 2002
Skills
Real Estate Economics, Asset Managment, Private Equity, Valuation, Disposition, Financial Analysis, Investments, Due Diligence, Financial Modeling, Capital Markets, Financial Structuring, Mezzanine, Investment Banking, Hedge Funds, Venture Capital, Loans, CMBS, Asset Management, Real Estate Financing, Structured Finance, Real Estate, Equities, Leases, Alternative Investments, Restructuring, Real Estate Transactions, Mergers & Acquisitions, Investment Management, Portfolio Management, DCF, Investment Properties, Funding, Real Estate Development, Tenant, Finance, Real Estate Private..., Brokerage, Land Acquisition, Investor Relations, Acquisitions, Corporate Real Estate, Property Management, Joint Ventures, Commercial Mortgages, Commercial Real Estate, Underwriting, Location Intelligence, Shopping Centers, Landlords, Dispositions
Education
The George Washington University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Great Neck North High School 1992 — 1996
Kuafu Properties LLC February 2015 - Present
The Greenwich Group International June 2005 - February 2015
Terra Capital Partners June 2005 - August 2007
Merrill Lynch & Co. April 2004 - March 2005
Morgan Stanley & Co. May 2002 - April 2004
Blackheath Financial May 2002 - April 2004
Goldman Sachs & Co. June 2000 - January 2002
Skills
Real Estate Economics, Asset Managment, Private Equity, Valuation, Disposition, Financial Analysis, Investments, Due Diligence, Financial Modeling, Capital Markets, Financial Structuring, Mezzanine, Investment Banking, Hedge Funds, Venture Capital, Loans, CMBS, Asset Management, Real Estate Financing, Structured Finance, Real Estate, Equities, Leases, Alternative Investments, Restructuring, Real Estate Transactions, Mergers & Acquisitions, Investment Management, Portfolio Management, DCF, Investment Properties, Funding, Real Estate Development, Tenant, Finance, Real Estate Private..., Brokerage, Land Acquisition, Investor Relations, Acquisitions, Corporate Real Estate, Property Management, Joint Ventures, Commercial Mortgages, Commercial Real Estate, Underwriting, Location Intelligence, Shopping Centers, Landlords, Dispositions
Education
The George Washington University 1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance, General
Great Neck North High School 1992 — 1996
Charles Hilliard Charles Hilliard's Morgan Stanley & Co. Experience May 1994 - April 1999
Job Executive Producer at AWOL Studios, LLC
Industry Entertainment
Experience
AWOL Studios May 2015 - Present
Netki, Inc. October 2014 - Present
CallFire July 2013 - Present
Dropbox April 2014 - June 2015
Dropbox September 2012 - February 2013
Demand Media June 2007 - August 2012
State of California Public Infrastructure Advisory Commission (PIAC) July 2009 - February 2011
United Online, Inc. April 1999 - May 2007
Morgan Stanley & Co. May 1994 - April 1999
Merrill Lynch & Co. August 1990 - May 1994
Skills
SEC reporting, Mergers, Accounting, Investor Relations, Audit, Corporate Finance, Business Strategy, Operations, Team Building, Business Management, Financial Reporting, Financial Planning, Financial Analysis, Internet, Team Leadership, Social Media, Organizational..., Strategic Planning, Tax, Video, Valuation, Web Services, IPO, Start-ups, Financial Management, Financial Accounting, Financial Modeling, Cash Management, SOX, Due Diligence, Budgeting, Strategic Partnerships, Forecasting, Corporate Development, Cash Flow, Entrepreneur, Digital Media, Online Publishing, CFOs, Technology, Information Technology, Budgets, Management, Entrepreneurship, SEC filings, Mergers & Acquisitions, Auditing, Sarbanes-Oxley Act, Executive Management, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA with Distinction, Finance
University of Southern California - Marshall School of Business 1981 — 1985
BS, Accounting
AWOL Studios May 2015 - Present
Netki, Inc. October 2014 - Present
CallFire July 2013 - Present
Dropbox April 2014 - June 2015
Dropbox September 2012 - February 2013
Demand Media June 2007 - August 2012
State of California Public Infrastructure Advisory Commission (PIAC) July 2009 - February 2011
United Online, Inc. April 1999 - May 2007
Morgan Stanley & Co. May 1994 - April 1999
Merrill Lynch & Co. August 1990 - May 1994
Skills
SEC reporting, Mergers, Accounting, Investor Relations, Audit, Corporate Finance, Business Strategy, Operations, Team Building, Business Management, Financial Reporting, Financial Planning, Financial Analysis, Internet, Team Leadership, Social Media, Organizational..., Strategic Planning, Tax, Video, Valuation, Web Services, IPO, Start-ups, Financial Management, Financial Accounting, Financial Modeling, Cash Management, SOX, Due Diligence, Budgeting, Strategic Partnerships, Forecasting, Corporate Development, Cash Flow, Entrepreneur, Digital Media, Online Publishing, CFOs, Technology, Information Technology, Budgets, Management, Entrepreneurship, SEC filings, Mergers & Acquisitions, Auditing, Sarbanes-Oxley Act, Executive Management, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 1988 — 1990
MBA with Distinction, Finance
University of Southern California - Marshall School of Business 1981 — 1985
BS, Accounting
Vincent McNeece's Morgan Stanley & Co. Experience March 2004 - August 2013
Job Tax Operations.
Industry Financial Services
Experience
Deutsche Bank October 2015 - Present
Broadridge Financial Solutions, Inc September 2013 - June 2015
Morgan Stanley & Co. March 2004 - August 2013
Bear Stearns January 2002 - May 2004
Prudential Securities November 1997 - March 2002
Skills
Corporate Actions, Portfolio Management, Securities, Hedge Funds, Equities, Tax Reporting, Capital Markets, Alternative Investments, Prime Brokerage, Strategy, Securities Lending, Investments, Middle Office, Analysis, Investment Banking, Risk Management, Management, Financial Services, Mutual Funds, Financial Analysis, Banking
Education
State University of New York at Stony Brook 1978 — 1981
BA, Economics
Deutsche Bank October 2015 - Present
Broadridge Financial Solutions, Inc September 2013 - June 2015
Morgan Stanley & Co. March 2004 - August 2013
Bear Stearns January 2002 - May 2004
Prudential Securities November 1997 - March 2002
Skills
Corporate Actions, Portfolio Management, Securities, Hedge Funds, Equities, Tax Reporting, Capital Markets, Alternative Investments, Prime Brokerage, Strategy, Securities Lending, Investments, Middle Office, Analysis, Investment Banking, Risk Management, Management, Financial Services, Mutual Funds, Financial Analysis, Banking
Education
State University of New York at Stony Brook 1978 — 1981
BA, Economics
Sandy McNerney Sandy McNerney's Morgan Stanley & Co. Experience January 1992 - January 1995
Job Executive Assistant, Rogers Digital Media
Industry Entertainment
Experience
Rogers Communications September 2013 - Present
Yacoub Elite Search May 2011 - August 2013
Comino Productions 1990 - 2011
BMO Capital Markets April 2009 - August 2010
Morgan Stanley 2006 - 2008
Morgan Stanley 2002 - 2006
HRPAO September 2001 - September 2002
YORKTON SECURITIES January 2000 - January 2001
CIBC World Markets 1995 - 1999
MORGAN STANLEY & CO January 1992 - January 1995
Education
St. Thomas High School 1973 — 1977
Loyalist College
GED
New School University, New York
Rogers Communications September 2013 - Present
Yacoub Elite Search May 2011 - August 2013
Comino Productions 1990 - 2011
BMO Capital Markets April 2009 - August 2010
Morgan Stanley 2006 - 2008
Morgan Stanley 2002 - 2006
HRPAO September 2001 - September 2002
YORKTON SECURITIES January 2000 - January 2001
CIBC World Markets 1995 - 1999
MORGAN STANLEY & CO January 1992 - January 1995
Education
St. Thomas High School 1973 — 1977
Loyalist College
GED
New School University, New York
Lindsay Lawrence Lindsay Lawrence's Morgan Stanley & Co. Experience May 2001 - August 2001
Job Founder at B.B. Contemporary Art
Industry Arts and Crafts
Experience
B.B. Contemporary Art November 2011 - Present
De Buck Gallery September 2010 - June 2011
Sullivan and Bauer, LLP/ Braxton Acquisitions, LLC May 2008 - March 2009
Beckham, Rector, and Eargle, LLP September 2007 - March 2008
The Macerich Company May 2005 - August 2005
KM Group September 2002 - December 2002
Morgan Stanley & Co May 2001 - August 2001
Education
Sotheby's Institute of Art 2009 — 2010
Master's Degree; Juris Doctor, Art Business
Pepperdine School of Law 2004 — 2007
Doctor of Law (J.D.)
Pepperdine University 2000 — 2004
Bachelor of Arts, International Business
B.B. Contemporary Art November 2011 - Present
De Buck Gallery September 2010 - June 2011
Sullivan and Bauer, LLP/ Braxton Acquisitions, LLC May 2008 - March 2009
Beckham, Rector, and Eargle, LLP September 2007 - March 2008
The Macerich Company May 2005 - August 2005
KM Group September 2002 - December 2002
Morgan Stanley & Co May 2001 - August 2001
Education
Sotheby's Institute of Art 2009 — 2010
Master's Degree; Juris Doctor, Art Business
Pepperdine School of Law 2004 — 2007
Doctor of Law (J.D.)
Pepperdine University 2000 — 2004
Bachelor of Arts, International Business
Darren Jue Darren Jue's Morgan Stanley & Co. Experience August 2007 - September 2010
Job Equity Research Analyst at J.P. Morgan
Industry Investment Banking
Experience
JP Morgan October 2010 - Present
Morgan Stanley & Co. August 2007 - September 2010
GE 2004 - 2005
InVision Technologies 2003 - 2004
Merrill Lynch 1999 - 2002
Skills
Equity Research, Valuation, Equities, Financial Modeling, Investment Banking, Bloomberg, Capital Markets, Corporate Finance, Financial Analysis, Investments, Business Strategy, Equity Valuation, Management Consulting, Start-ups, Mergers & Acquisitions, Competitive Analysis, Fixed Income, Strategy, Venture Capital, Risk Management
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA
University of Toronto 1995 — 1999
BASc
JP Morgan October 2010 - Present
Morgan Stanley & Co. August 2007 - September 2010
GE 2004 - 2005
InVision Technologies 2003 - 2004
Merrill Lynch 1999 - 2002
Skills
Equity Research, Valuation, Equities, Financial Modeling, Investment Banking, Bloomberg, Capital Markets, Corporate Finance, Financial Analysis, Investments, Business Strategy, Equity Valuation, Management Consulting, Start-ups, Mergers & Acquisitions, Competitive Analysis, Fixed Income, Strategy, Venture Capital, Risk Management
Education
Northwestern University - Kellogg School of Management 2005 — 2007
MBA
University of Toronto 1995 — 1999
BASc
Julia Hagar's Morgan Stanley & Co. Experience December 1992 - August 1995
Job Cloud Recruiter at Hire OnDemand
Industry Computer Software
Experience
Hire On-Demand October 2007 - Present
Huthwaite, Inc. March 2002 - January 2007
SOL Communications September 1999 - January 2001
L.K. Jordan & Associates November 1998 - September 1999
Administrative Solutions September 1996 - August 1998
PaineWebber Inc. August 1995 - August 1996
Morgan Stanley & Co. December 1992 - August 1995
Education
Cornell University 1987 — 1991
B.S.
Hire On-Demand October 2007 - Present
Huthwaite, Inc. March 2002 - January 2007
SOL Communications September 1999 - January 2001
L.K. Jordan & Associates November 1998 - September 1999
Administrative Solutions September 1996 - August 1998
PaineWebber Inc. August 1995 - August 1996
Morgan Stanley & Co. December 1992 - August 1995
Education
Cornell University 1987 — 1991
B.S.
Sam Hill Sam Hill's Morgan Stanley & Co. Experience June 2010 - July 2012
Job Finance
Industry Financial Services
Experience
Rocket Lawyer, Inc. June 2014 - September 2014
Cimino Spirits, Inc. August 2013 - June 2014
Vector Capital August 2012 - August 2013
Morgan Stanley & Co. June 2010 - July 2012
Skills
Investment Banking, Financial Modeling, Valuation, Private Equity, Equities, Capital Markets, Corporate Finance, Bloomberg, Investments, LBO, Hedge Funds, Due Diligence, Mergers & Acquisitions, Economics, PowerPoint, Microsoft Office, Microsoft Excel, Capital IQ, Corporate Development, Asset Management, Competitive Analysis, Strategy, Entrepreneurship, Finance, Credit Analysis, Business Analysis, Financial Reporting, Alcoholic Beverages, Portfolio Management, Managing Start-ups, Financial Services, Investment Management, Bloomberg Terminal, SNL, DCF, Enterprise Software, SaaS, Financial Technology, Insurance, Alcohol Licensing, Managerial Finance, Management, Leadership, Digital Marketing, Sports Economics, Technology, Capital Allocation, Teaching, Cross Functional Team..., Banking
Education
Duke University 2006 — 2010
Bachelor's Degree, Economics
Rocket Lawyer, Inc. June 2014 - September 2014
Cimino Spirits, Inc. August 2013 - June 2014
Vector Capital August 2012 - August 2013
Morgan Stanley & Co. June 2010 - July 2012
Skills
Investment Banking, Financial Modeling, Valuation, Private Equity, Equities, Capital Markets, Corporate Finance, Bloomberg, Investments, LBO, Hedge Funds, Due Diligence, Mergers & Acquisitions, Economics, PowerPoint, Microsoft Office, Microsoft Excel, Capital IQ, Corporate Development, Asset Management, Competitive Analysis, Strategy, Entrepreneurship, Finance, Credit Analysis, Business Analysis, Financial Reporting, Alcoholic Beverages, Portfolio Management, Managing Start-ups, Financial Services, Investment Management, Bloomberg Terminal, SNL, DCF, Enterprise Software, SaaS, Financial Technology, Insurance, Alcohol Licensing, Managerial Finance, Management, Leadership, Digital Marketing, Sports Economics, Technology, Capital Allocation, Teaching, Cross Functional Team..., Banking
Education
Duke University 2006 — 2010
Bachelor's Degree, Economics
Daniel Justicz Daniel Justicz's Morgan Stanley & Co. Experience 1992 - 1994
Job CFO at Fybr
Industry Information Technology and Services
Experience
Fybr 2008 - Present
Boston Post Partners LLC May 2001 - 2008
Resolution, Inc. 2005 - 2006
Ranor, Inc. 2002 - 2005
Fabrico, Inc. 2001 - 2002
Credit Suisse First Boston 2000 - 2001
Donaldson Lufkin & Jenrette 1999 - 2001
Inventice Nove Mesto spol. s.r.o July 1994 - July 1998
Morgan Stanley & Co. 1992 - 1994
Skills
Developing Feasible..., Recruiting strong..., Capital Raising, Rowing Coaching, Lumber Jacking, Organic Gardening, Raising Good Kids, Financial Analysis, Production Management, Budgeting, Strategic Planning, Negotiation, Coaching, Marketing Strategy, Mergers, Customer Relations, Program Management, Business Planning, Business Strategy, Team Building, Budgets, Customer Service, Management Consulting, Mergers & Acquisitions, Entrepreneurship, Pricing, Start-ups, Process Improvement, Production Managment, Strategy, Management, Finance, Business Development, Analysis, Leadership, Competitive Analysis, Financial Modeling
Education
The Tuck School of Business at Dartmouth 1998 — 2000
MBA
University of Cambridge 1991 — 1992
Bachelor of Laws (LLB)
Harvard University 1987 — 1991
BA
The Westminster Schools 1980 — 1987
Fybr 2008 - Present
Boston Post Partners LLC May 2001 - 2008
Resolution, Inc. 2005 - 2006
Ranor, Inc. 2002 - 2005
Fabrico, Inc. 2001 - 2002
Credit Suisse First Boston 2000 - 2001
Donaldson Lufkin & Jenrette 1999 - 2001
Inventice Nove Mesto spol. s.r.o July 1994 - July 1998
Morgan Stanley & Co. 1992 - 1994
Skills
Developing Feasible..., Recruiting strong..., Capital Raising, Rowing Coaching, Lumber Jacking, Organic Gardening, Raising Good Kids, Financial Analysis, Production Management, Budgeting, Strategic Planning, Negotiation, Coaching, Marketing Strategy, Mergers, Customer Relations, Program Management, Business Planning, Business Strategy, Team Building, Budgets, Customer Service, Management Consulting, Mergers & Acquisitions, Entrepreneurship, Pricing, Start-ups, Process Improvement, Production Managment, Strategy, Management, Finance, Business Development, Analysis, Leadership, Competitive Analysis, Financial Modeling
Education
The Tuck School of Business at Dartmouth 1998 — 2000
MBA
University of Cambridge 1991 — 1992
Bachelor of Laws (LLB)
Harvard University 1987 — 1991
BA
The Westminster Schools 1980 — 1987
Shawndra Patient's Morgan Stanley & Co. Experience February 2007 - July 2012
Job AVP, Commercial Lending at Capital One
Industry Financial Services
Experience
Capital One July 2012 - Present
Morgan Stanley & Co February 2007 - July 2012
Merrill Lynch Bank USA June 2005 - February 2007
Skills
Credit, Securities, Excel, Loans, Portfolio Management, Series 99, Operations Management, Financial Analysis, Microsoft Excel, Commercial Lending, Risk Management, Credit Risk, Securities Lending, Financial Services, Banking, Credit Analysis, Investments, Financial Modeling, Operational Risk, Fixed Income, Capital Markets, Cash Management, Mortgage Lending
Education
Brigham Young University 2000 — 2004
BA, Economics
Capital One July 2012 - Present
Morgan Stanley & Co February 2007 - July 2012
Merrill Lynch Bank USA June 2005 - February 2007
Skills
Credit, Securities, Excel, Loans, Portfolio Management, Series 99, Operations Management, Financial Analysis, Microsoft Excel, Commercial Lending, Risk Management, Credit Risk, Securities Lending, Financial Services, Banking, Credit Analysis, Investments, Financial Modeling, Operational Risk, Fixed Income, Capital Markets, Cash Management, Mortgage Lending
Education
Brigham Young University 2000 — 2004
BA, Economics
Chauncey Morgan's Morgan Stanley & Co. Experience July 1986 - August 1988
Job CEO, CFO
Industry Venture Capital & Private Equity
Experience
Senet, Inc. July 2012 - Present
North Springfield Sustainable Energy Project November 2010 - November 2013
NSA Industries, LLC September 2007 - September 2010
Kiosko, Inc. 2005 - 2007
IBEX Outdoor Clothing, Inc. April 2002 - July 2004
Global Decisions Group, LLC June 1997 - September 2001
The News Corporation 1992 - 1997
Amex 1991 - 1992
Morgan Stanley & Co. July 1986 - August 1988
Skills
Mergers, Business Strategy, Strategic Planning, Operations Management, Management, Manufacturing, Venture Capital, Investments, Corporate Development, Private Equity, Restructuring, Lean Manufacturing, Energy, Financial Modeling, Financial Analysis, Due Diligence, Divestitures, Start-ups, M&A experience, Acquisitions
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA
Dartmouth College 1982 — 1986
BA
Stratton Mountain School 1980 — 1982
High School
Senet, Inc. July 2012 - Present
North Springfield Sustainable Energy Project November 2010 - November 2013
NSA Industries, LLC September 2007 - September 2010
Kiosko, Inc. 2005 - 2007
IBEX Outdoor Clothing, Inc. April 2002 - July 2004
Global Decisions Group, LLC June 1997 - September 2001
The News Corporation 1992 - 1997
Amex 1991 - 1992
Morgan Stanley & Co. July 1986 - August 1988
Skills
Mergers, Business Strategy, Strategic Planning, Operations Management, Management, Manufacturing, Venture Capital, Investments, Corporate Development, Private Equity, Restructuring, Lean Manufacturing, Energy, Financial Modeling, Financial Analysis, Due Diligence, Divestitures, Start-ups, M&A experience, Acquisitions
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA
Dartmouth College 1982 — 1986
BA
Stratton Mountain School 1980 — 1982
High School
Alexandre Drouin Alexandre Drouin's Morgan Stanley & Co. Experience March 2007 - February 2009
Job Director, Real Estate Investment Banking at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets March 2009 - February 2012
Morgan Stanley & Co. March 2007 - February 2009
RBC Capital Markets March 2005 - April 2007
Dundee Securities May 2003 - February 2005
Education
McGill University 1999 — 2003
BComm, Finance
BMO Capital Markets March 2009 - February 2012
Morgan Stanley & Co. March 2007 - February 2009
RBC Capital Markets March 2005 - April 2007
Dundee Securities May 2003 - February 2005
Education
McGill University 1999 — 2003
BComm, Finance
Luigi Lewin's Morgan Stanley & Co. Experience August 1994 - February 2005
Job Director, Prime Brokerage at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2008 - Present
Barclays Capital March 2005 - October 2008
Morgan Stanley & Co. August 1994 - February 2005
Skills
Fixed Income, Derivatives, Hedge Funds, Prime Brokerage, Equities, Fixed Income, Foreign..., Swaps, Mortgage Backed..., Equity Derivatives, Capital Markets, Investment Banking, Series 7, Swaps, Structured Products, FX Options, Interest Rate..., Securities, Financial Services, Credit Derivatives, Bloomberg, Trading, Securities Lending, Alternative Investments, Trading Systems, Bonds, Electronic Trading, Emerging Markets, Financial Markets, Back Office, Options, Settlement, Asset Management, Market Data, Structured Finance, Operational Risk, Commodity
Education
Fordham Gabelli School of Business 2000 — 2003
MBA, Marketing
Oberlin College 1990 — 1994
BA, Political Science, French
Horace Mann School 1986 — 1990
H.S.
Credit Suisse October 2008 - Present
Barclays Capital March 2005 - October 2008
Morgan Stanley & Co. August 1994 - February 2005
Skills
Fixed Income, Derivatives, Hedge Funds, Prime Brokerage, Equities, Fixed Income, Foreign..., Swaps, Mortgage Backed..., Equity Derivatives, Capital Markets, Investment Banking, Series 7, Swaps, Structured Products, FX Options, Interest Rate..., Securities, Financial Services, Credit Derivatives, Bloomberg, Trading, Securities Lending, Alternative Investments, Trading Systems, Bonds, Electronic Trading, Emerging Markets, Financial Markets, Back Office, Options, Settlement, Asset Management, Market Data, Structured Finance, Operational Risk, Commodity
Education
Fordham Gabelli School of Business 2000 — 2003
MBA, Marketing
Oberlin College 1990 — 1994
BA, Political Science, French
Horace Mann School 1986 — 1990
H.S.
Joe Rogot Joe Rogot's Morgan Stanley & Co. Experience January 1995 - January 1998
Job Associate Director at Navigant, Investment Management Practice
Industry Financial Services
Experience
Navigant January 2015 - Present
The Bank of New York Mellon October 2012 - January 2015
Gravitas December 2009 - May 2012
J.P. Morgan October 2006 - January 2009
JP Morgan January 1998 - January 2009
Morgan Stanley & Co January 1995 - January 1998
Brown & Wood Law January 1990 - January 1993
Skills
Financial Analysis, Project Management, Strategic Planning, Process Engineering, Financial Planning, Japanese, Costing, Due Diligence, Strategic Financial..., Negotiation, Capital Markets, Strategy, Competitive Analysis, Business Analysis, Management, Financial Services, Fixed Income, Financial Modeling, Securities, Derivatives, Investments, Risk Management, Mergers & Acquisitions, Change Management, Analysis, Portfolio Management, Business Strategy, Business Development, Hedge Funds, Business Planning, Process Improvement, Valuation, Budgets
Education
Columbia Business School 1993 — 1995
MBA
Cornell University 1988 — 1990
MA
Knox College 1984 — 1988
BA
Suzuki Talent Education Institute 1980 — 1983
Music Pedagogy
Navigant January 2015 - Present
The Bank of New York Mellon October 2012 - January 2015
Gravitas December 2009 - May 2012
J.P. Morgan October 2006 - January 2009
JP Morgan January 1998 - January 2009
Morgan Stanley & Co January 1995 - January 1998
Brown & Wood Law January 1990 - January 1993
Skills
Financial Analysis, Project Management, Strategic Planning, Process Engineering, Financial Planning, Japanese, Costing, Due Diligence, Strategic Financial..., Negotiation, Capital Markets, Strategy, Competitive Analysis, Business Analysis, Management, Financial Services, Fixed Income, Financial Modeling, Securities, Derivatives, Investments, Risk Management, Mergers & Acquisitions, Change Management, Analysis, Portfolio Management, Business Strategy, Business Development, Hedge Funds, Business Planning, Process Improvement, Valuation, Budgets
Education
Columbia Business School 1993 — 1995
MBA
Cornell University 1988 — 1990
MA
Knox College 1984 — 1988
BA
Suzuki Talent Education Institute 1980 — 1983
Music Pedagogy
Stephen Marrero's Morgan Stanley & Co. Experience March 2000 - March 2005
Job Client Services Supervisor at Ceridian
Industry Consumer Services
Experience
Ceridian August 2012 - Present
First Advantage November 2010 - March 2012
CSC August 2005 - August 2010
Bankers Life and Casualty March 2005 - July 2005
Morgan Stanley & Co March 2000 - March 2005
Aames Home Loan April 1998 - November 1999
Bob Evans October 1997 - February 1998
Norwest Financial December 1996 - July 1997
Skills
Training, Process Improvement, Management, CRM, Team Building, Call Centers, Leadership, Customer Satisfaction, Customer Service, Team Leadership, Coaching, Account Management, Team Management, Cross-functional Team..., Microsoft Office, Change Management, Time Management, Social Networking, Insurance, Business Process, Troubleshooting, Quality Assurance, Salesforce.com, Outlook, Teamwork, Call Center, Program Management, Human Resources, SharePoint, Lotus Notes, Outsourcing, Strategic Thinking, Employee Training, Employee Relations, Employee Engagement, Employee Management, Resource Allocation, Customer Retention, Operations Management, Performance Management, Training & Development, AS400, Client Relationship..., Customer Centricity, Workflow, Customer Relations, Problem Solving, People Management, Documentation, Customer Experience
Education
Purdue University 1991 — 1996
Bachelor of Science, Organizational Leadership and Supervision
Ceridian August 2012 - Present
First Advantage November 2010 - March 2012
CSC August 2005 - August 2010
Bankers Life and Casualty March 2005 - July 2005
Morgan Stanley & Co March 2000 - March 2005
Aames Home Loan April 1998 - November 1999
Bob Evans October 1997 - February 1998
Norwest Financial December 1996 - July 1997
Skills
Training, Process Improvement, Management, CRM, Team Building, Call Centers, Leadership, Customer Satisfaction, Customer Service, Team Leadership, Coaching, Account Management, Team Management, Cross-functional Team..., Microsoft Office, Change Management, Time Management, Social Networking, Insurance, Business Process, Troubleshooting, Quality Assurance, Salesforce.com, Outlook, Teamwork, Call Center, Program Management, Human Resources, SharePoint, Lotus Notes, Outsourcing, Strategic Thinking, Employee Training, Employee Relations, Employee Engagement, Employee Management, Resource Allocation, Customer Retention, Operations Management, Performance Management, Training & Development, AS400, Client Relationship..., Customer Centricity, Workflow, Customer Relations, Problem Solving, People Management, Documentation, Customer Experience
Education
Purdue University 1991 — 1996
Bachelor of Science, Organizational Leadership and Supervision
Jack Browning Jack Browning's Morgan Stanley & Co. Experience December 2008 - November 2009
Job Fixed Income Sales at Liquidnet
Industry Financial Services
Experience
Liquidnet December 2014 - Present
KCG BondPoint November 2009 - December 2014
Morgan Stanley & Co. December 2008 - November 2009
J & W Seligman & Co, Inc. March 2008 - November 2008
J & W Seligman & Co, Inc. December 2005 - March 2008
UBS Wealth Management June 2004 - December 2005
Skills
Trading, Fixed Income, Portfolio Management, Capital Markets, Asset Management, Bloomberg, Financial Modeling, Morningstar, Management, Real Estate, Derivatives, Series 7, Risk Management, Hedge Funds, Mutual Funds, Financial Markets, Investments, Investment Management
Education
Moody's Credit Training 2008 — 2008
Certificate, Bank Credit Analysis
New School University 2007 — 2008
Masters of Science, Finance
University of Vermont 1998 — 2003
BA, International Affairs
Freie Universität Berlin 2001 — 2001
Study Abroad
St. Mary's High School 1994 — 1998
Liquidnet December 2014 - Present
KCG BondPoint November 2009 - December 2014
Morgan Stanley & Co. December 2008 - November 2009
J & W Seligman & Co, Inc. March 2008 - November 2008
J & W Seligman & Co, Inc. December 2005 - March 2008
UBS Wealth Management June 2004 - December 2005
Skills
Trading, Fixed Income, Portfolio Management, Capital Markets, Asset Management, Bloomberg, Financial Modeling, Morningstar, Management, Real Estate, Derivatives, Series 7, Risk Management, Hedge Funds, Mutual Funds, Financial Markets, Investments, Investment Management
Education
Moody's Credit Training 2008 — 2008
Certificate, Bank Credit Analysis
New School University 2007 — 2008
Masters of Science, Finance
University of Vermont 1998 — 2003
BA, International Affairs
Freie Universität Berlin 2001 — 2001
Study Abroad
St. Mary's High School 1994 — 1998
Satyen Sangani's Morgan Stanley & Co. Experience July 1997 - July 1999
Job CEO, Alation
Industry Computer Software
Experience
Alation July 2012 - Present
Oracle Corporation February 2003 - July 2012
Andale, Inc. December 1999 - June 2001
Texas Pacific Group July 1999 - December 1999
Morgan Stanley & Co. July 1997 - July 1999
Skills
Entrepreneurship, Product Management, Sales, Product Strategy, Business Strategy, Product Development, Enterprise Software, Analytics, Product Marketing, Business Intelligence, Data Analysis, Data Mining, Data Warehousing, Big Data, Business Development, Financial Services, Data Management, Strategy, Management, Requirements Analysis, Pre-sales, Solution Architecture, Go-to-market Strategy, Data Modeling, Start-ups, IT Strategy, Business Alliances, SaaS, Mergers & Acquisitions, Leadership, Integration, Analysis, Cloud Computing, CRM, Strategic Partnerships, Professional Services, Enterprise Architecture, Oracle, Business Analysis, Business Process, Project Portfolio..., Parallel Parking, Laptops, Raising the Bar
Education
University of Oxford 2001 — 2002
M.Sc.
Columbia University in the City of New York 1994 — 1997
A.B.
Alation July 2012 - Present
Oracle Corporation February 2003 - July 2012
Andale, Inc. December 1999 - June 2001
Texas Pacific Group July 1999 - December 1999
Morgan Stanley & Co. July 1997 - July 1999
Skills
Entrepreneurship, Product Management, Sales, Product Strategy, Business Strategy, Product Development, Enterprise Software, Analytics, Product Marketing, Business Intelligence, Data Analysis, Data Mining, Data Warehousing, Big Data, Business Development, Financial Services, Data Management, Strategy, Management, Requirements Analysis, Pre-sales, Solution Architecture, Go-to-market Strategy, Data Modeling, Start-ups, IT Strategy, Business Alliances, SaaS, Mergers & Acquisitions, Leadership, Integration, Analysis, Cloud Computing, CRM, Strategic Partnerships, Professional Services, Enterprise Architecture, Oracle, Business Analysis, Business Process, Project Portfolio..., Parallel Parking, Laptops, Raising the Bar
Education
University of Oxford 2001 — 2002
M.Sc.
Columbia University in the City of New York 1994 — 1997
A.B.
Brian Flynn's Morgan Stanley & Co. Experience 1990 - 1993
Job Investor and Serial Entrepreneur. CoFounder at FounderPartners.
Industry Venture Capital & Private Equity
Experience
FounderPartners January 2013 - Present
Relevad Corporation 2006 - Present
Esplanade Partners, LLC 2002 - Present
AdMovate, Inc. (acquired by Yahoo!) 2012 - 2013
Macromedia, Inc. (acquired by Adobe Systems) 2003 - 2006
IMsecure (acquired by Checkpoint Software) 2002 - 2003
Investment Group of Santa Barbara (IGSB) 1999 - 2002
Robertson Stephens & Co 1995 - 1999
Morgan Stanley & Co. 1990 - 1993
Skills
Entrepreneurship, Strategy, Corporate Development, Investments, Mergers, Digital Media, Software, Early Stage, Early stage investments, Mobile, Acquisitions, Mobile Devices, Venture Capital, Business Strategy, Enterprise Software, Finance, Mergers & Acquisitions, Start-ups, Corporate Finance, Angel Investing, Business Development, Competitive Analysis, Strategic Partnerships, M&A experience, Product Management, Go-to-market Strategy, SaaS, E-commerce, IPO
Education
Harvard Business School 1993 — 1995
MBA
University of Notre Dame 1986 — 1990
BA, Philosophy
FounderPartners January 2013 - Present
Relevad Corporation 2006 - Present
Esplanade Partners, LLC 2002 - Present
AdMovate, Inc. (acquired by Yahoo!) 2012 - 2013
Macromedia, Inc. (acquired by Adobe Systems) 2003 - 2006
IMsecure (acquired by Checkpoint Software) 2002 - 2003
Investment Group of Santa Barbara (IGSB) 1999 - 2002
Robertson Stephens & Co 1995 - 1999
Morgan Stanley & Co. 1990 - 1993
Skills
Entrepreneurship, Strategy, Corporate Development, Investments, Mergers, Digital Media, Software, Early Stage, Early stage investments, Mobile, Acquisitions, Mobile Devices, Venture Capital, Business Strategy, Enterprise Software, Finance, Mergers & Acquisitions, Start-ups, Corporate Finance, Angel Investing, Business Development, Competitive Analysis, Strategic Partnerships, M&A experience, Product Management, Go-to-market Strategy, SaaS, E-commerce, IPO
Education
Harvard Business School 1993 — 1995
MBA
University of Notre Dame 1986 — 1990
BA, Philosophy
Peter Heinecke's Morgan Stanley & Co. Experience July 1988 - June 1990
Job Acting General Counsel at Aimmune Therapeutics
Industry Biotechnology
Experience
Aimmune Therapeutics July 2015 - Present
Xalud Therapeutics, Inc. October 2010 - Present
Hill Street Advisors January 2007 - Present
Experimed Bioscience February 2007 - March 2011
Aviir, Inc. October 2005 - December 2006
Kirkpatrick & Lockhart LLP September 2003 - December 2005
Wilson Sonsini Goodrich & Rosati September 1994 - August 2003
Morgan Stanley & Co. July 1988 - June 1990
Skills
Venture Capital, Mergers, Venture Financing, Corporate Development, Start-ups, Due Diligence, Mergers & Acquisitions, Strategic Partnerships, Commercialization, Private Equity, Licensing, Lifesciences, Intellectual Property, Strategy, Entrepreneurship, Management, Biotechnology, IPO, Finance, Joint Ventures, Life Sciences
Education
University of Chicago 1990 — 1994
JD/MBA
Princeton University 1983 — 1987
AB, Politics
Aimmune Therapeutics July 2015 - Present
Xalud Therapeutics, Inc. October 2010 - Present
Hill Street Advisors January 2007 - Present
Experimed Bioscience February 2007 - March 2011
Aviir, Inc. October 2005 - December 2006
Kirkpatrick & Lockhart LLP September 2003 - December 2005
Wilson Sonsini Goodrich & Rosati September 1994 - August 2003
Morgan Stanley & Co. July 1988 - June 1990
Skills
Venture Capital, Mergers, Venture Financing, Corporate Development, Start-ups, Due Diligence, Mergers & Acquisitions, Strategic Partnerships, Commercialization, Private Equity, Licensing, Lifesciences, Intellectual Property, Strategy, Entrepreneurship, Management, Biotechnology, IPO, Finance, Joint Ventures, Life Sciences
Education
University of Chicago 1990 — 1994
JD/MBA
Princeton University 1983 — 1987
AB, Politics
Jeanne Cutrone's Morgan Stanley & Co. Experience July 2003 - May 2004
Job
Industry Banking
Experience
Bank of the West February 2010 - June 2010
Bank of the West April 2009 - March 2010
Wells Fargo Funds Management October 2008 - April 2009
Barclays Capital September 2004 - December 2007
Morgan Stanley & Co. July 2003 - May 2004
Merrill Lynch March 2002 - July 2003
Merrill Lyncn & Co. February 2001 - March 2002
Merrill Lynch & Co. August 1997 - February 2001
Coopers & Lybrand, LLP September 1992 - August 1995
Skills
Financial Modeling, Financial Analysis, Derivatives, Portfolio Management, Risk Management, Banking, Bloomberg, Capital Markets, Investments, Financial Services
Education
University of Rochester - Simon Business School 1995 — 1997
MBA
Union College 1988 — 1992
BS
Bank of the West February 2010 - June 2010
Bank of the West April 2009 - March 2010
Wells Fargo Funds Management October 2008 - April 2009
Barclays Capital September 2004 - December 2007
Morgan Stanley & Co. July 2003 - May 2004
Merrill Lynch March 2002 - July 2003
Merrill Lyncn & Co. February 2001 - March 2002
Merrill Lynch & Co. August 1997 - February 2001
Coopers & Lybrand, LLP September 1992 - August 1995
Skills
Financial Modeling, Financial Analysis, Derivatives, Portfolio Management, Risk Management, Banking, Bloomberg, Capital Markets, Investments, Financial Services
Education
University of Rochester - Simon Business School 1995 — 1997
MBA
Union College 1988 — 1992
BS
Alex Berlin's Morgan Stanley & Co. Experience April 1992 - May 1996
Job Vice President, Engineering at AppNexus
Industry Information Technology and Services
Experience
AppNexus November 2014 - Present
Xaxis January 2014 - October 2014
24/7 Media Inc. June 2007 - December 2013
Reuters March 2003 - 2007
Multex June 1996 - March 2003
Morgan Stanley & Co. April 1992 - May 1996
IBM T. J. Watson Research Center December 1989 - April 1992
Central Statistical Bureau (Riga) 1983 - 1989
Skills
Management, Scalability, XML, Talent Management, Object Oriented Design, Architecture, Investments, Big Data, Integration, Distributed Systems, JavaScript, Programming, Web Applications, MySQL, Operating Systems, OOP, SQL, Ad Serving, Microsoft SQL Server, Multithreading, System Design, Web Services, Software Patents, Databases, Mentoring, C++, Agile Project Management, Unix, System Deployment, .NET, Apache, Software Development, Linux, Software Engineering, Problem Solving, SOAP, C#, Product Innovation, XSLT, RTB, Database Design, Change Management, Software Design, Agile Methodologies, Product Management, Strategic Planning, Network Security, Software Project..., Design Patterns, Algorithm Design
Education
Latvijas Universitate 1974 — 1979
M.S.
AppNexus November 2014 - Present
Xaxis January 2014 - October 2014
24/7 Media Inc. June 2007 - December 2013
Reuters March 2003 - 2007
Multex June 1996 - March 2003
Morgan Stanley & Co. April 1992 - May 1996
IBM T. J. Watson Research Center December 1989 - April 1992
Central Statistical Bureau (Riga) 1983 - 1989
Skills
Management, Scalability, XML, Talent Management, Object Oriented Design, Architecture, Investments, Big Data, Integration, Distributed Systems, JavaScript, Programming, Web Applications, MySQL, Operating Systems, OOP, SQL, Ad Serving, Microsoft SQL Server, Multithreading, System Design, Web Services, Software Patents, Databases, Mentoring, C++, Agile Project Management, Unix, System Deployment, .NET, Apache, Software Development, Linux, Software Engineering, Problem Solving, SOAP, C#, Product Innovation, XSLT, RTB, Database Design, Change Management, Software Design, Agile Methodologies, Product Management, Strategic Planning, Network Security, Software Project..., Design Patterns, Algorithm Design
Education
Latvijas Universitate 1974 — 1979
M.S.
Humphrey Mark's Morgan Stanley & Co. Experience 2000 - 2001
Job Financial Services Professional
Industry Investment Management
Experience
Boston Private Bank January 2013 - Present
HighMark Capital Management, Inc. 2003 - 2011
Wells Fargo Bank, N.A. 2001 - 2003
Morgan Stanley & Co. 2000 - 2001
Skills
High Net Worth..., Mutual Funds, Financial Services, Wealth Management, CRM, Portfolio Management, Asset Management, Investments, Securities, Alternative Investments, Asset Allocation, Fixed Income, Equities, Finance, Hedge Funds, Investment Management
Education
University of California, Berkeley
Finance and Financial Management Services
University of California, Riverside
Bachelor of Arts (B.A.), Economics
Boston Private Bank January 2013 - Present
HighMark Capital Management, Inc. 2003 - 2011
Wells Fargo Bank, N.A. 2001 - 2003
Morgan Stanley & Co. 2000 - 2001
Skills
High Net Worth..., Mutual Funds, Financial Services, Wealth Management, CRM, Portfolio Management, Asset Management, Investments, Securities, Alternative Investments, Asset Allocation, Fixed Income, Equities, Finance, Hedge Funds, Investment Management
Education
University of California, Berkeley
Finance and Financial Management Services
University of California, Riverside
Bachelor of Arts (B.A.), Economics
Richard Shanks, PMP's Morgan Stanley & Co. Experience January 1987 - June 1988
Job Senior Project Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2011 - Present
TIAA-CREF 1996 - 2011
Freelance Service Provider November 1991 - December 1995
Software AG May 1990 - October 1991
Moodys Investors Service June 1988 - April 1990
Morgan Stanley & Co January 1987 - June 1988
Skills
Software Project..., PMP, PMO, Infrastructure, Financial Services, Vendor Management, Leadership, Business Process..., Requirements Gathering, Business Analysis, Systems Analysis, SDLC, Integration, Strategy, Agile Methodologies, Enterprise Architecture, Process Improvement, Change Management, Cross-functional Team..., IT Management, CRM, Release Management, Disaster Recovery, Testing, Project Management, IT Strategy, Requirements Analysis, SharePoint, ITIL, Program Management, User Acceptance Testing, Data Warehousing, Visio, Information Technology, Management, Risk Management, Business Process, Software Development, Resource Management, SOA, Project Delivery, Business Process..., Business Requirements, Agile Project Management, Business Intelligence, Governance, Solution Architecture, IT Service Management, Project Portfolio..., MS Project
Education
Keele University
BSc (Hons)
Bank of America Merrill Lynch 2011 - Present
TIAA-CREF 1996 - 2011
Freelance Service Provider November 1991 - December 1995
Software AG May 1990 - October 1991
Moodys Investors Service June 1988 - April 1990
Morgan Stanley & Co January 1987 - June 1988
Skills
Software Project..., PMP, PMO, Infrastructure, Financial Services, Vendor Management, Leadership, Business Process..., Requirements Gathering, Business Analysis, Systems Analysis, SDLC, Integration, Strategy, Agile Methodologies, Enterprise Architecture, Process Improvement, Change Management, Cross-functional Team..., IT Management, CRM, Release Management, Disaster Recovery, Testing, Project Management, IT Strategy, Requirements Analysis, SharePoint, ITIL, Program Management, User Acceptance Testing, Data Warehousing, Visio, Information Technology, Management, Risk Management, Business Process, Software Development, Resource Management, SOA, Project Delivery, Business Process..., Business Requirements, Agile Project Management, Business Intelligence, Governance, Solution Architecture, IT Service Management, Project Portfolio..., MS Project
Education
Keele University
BSc (Hons)
Ken Whitmore's Morgan Stanley & Co. Experience May 2007 - November 2008
Job Vice President at Barclays
Industry Investment Management
Experience
Barclays August 2009 - Present
Morgan Stanley & Co. May 2007 - November 2008
WoodAllen Capital Management June 2004 - December 2006
Quest Partners, LLC March 2003 - June 2004
Goldman Sachs & Co. June 1996 - March 2003
Skills
FX Options, Equities, Trading, Commodity, Alternative Investments, Fixed Income, Derivatives, Hedge Funds, Trading Systems, Electronic Trading, Bloomberg, Options
Education
Rutgers University-New Brunswick 1997 — 2002
MBA, Finance
VHS
Barclays August 2009 - Present
Morgan Stanley & Co. May 2007 - November 2008
WoodAllen Capital Management June 2004 - December 2006
Quest Partners, LLC March 2003 - June 2004
Goldman Sachs & Co. June 1996 - March 2003
Skills
FX Options, Equities, Trading, Commodity, Alternative Investments, Fixed Income, Derivatives, Hedge Funds, Trading Systems, Electronic Trading, Bloomberg, Options
Education
Rutgers University-New Brunswick 1997 — 2002
MBA, Finance
VHS
Cliff Finkle's Morgan Stanley & Co. Experience August 1998 - January 2000
Job Finkle IV Freight & Logistics
Industry Transportation/Trucking/Railroad
Experience
Finkle IV Freight & Logistics August 2005 - Present
Clifford B. Finkle Jr. Inc. June 2004 - Present
Goldman Sachs & Co. June 2000 - June 2002
Morgan Stanley & Co. August 1998 - January 2000
Education
Georgetown University - The McDonough School of Business 2002 — 2004
MBA
Lehigh University 1992 — 1996
Lehigh University - College of Business and Economics 1992 — 1996
Finkle IV Freight & Logistics August 2005 - Present
Clifford B. Finkle Jr. Inc. June 2004 - Present
Goldman Sachs & Co. June 2000 - June 2002
Morgan Stanley & Co. August 1998 - January 2000
Education
Georgetown University - The McDonough School of Business 2002 — 2004
MBA
Lehigh University 1992 — 1996
Lehigh University - College of Business and Economics 1992 — 1996
Hendra Soetjahja's Morgan Stanley & Co. Experience November 1993 - June 1996
Job Founder of Kilohana Capital (Investment Management)
Industry Capital Markets
Experience
Kilohana Capital 2006 - Present
New York Capital Advisors November 2003 - August 2004
J. & W. Seligman July 2000 - September 2003
General Re Financial Products & Co. June 1998 - June 2000
Bear, Stearns & Co. October 1996 - May 1998
Deutsche Morgan Grenfell July 1996 - October 1996
Morgan Stanley & Co. November 1993 - June 1996
IBM T. J. Watson Research Center April 1987 - September 1989
Skills
Fixed Income, Derivatives, Equities, Investments, Statistical Arbitrage, Investment Management, Asset, Hedge Funds, Quantitative Finance, Options, Alternative Investments, Financial Modeling, Bloomberg, Trading, Asset Managment, Risk Management, Asset Management, Portfolio Management, Equity Derivatives
Education
Columbia University in the City of New York 1989 — 1993
MS CS, PhD Candidate, Artificial Intelligence & Robotics
Northeastern University 1986 — 1989
BS ECE, Electrical & Computer Engineering
Kilohana Capital 2006 - Present
New York Capital Advisors November 2003 - August 2004
J. & W. Seligman July 2000 - September 2003
General Re Financial Products & Co. June 1998 - June 2000
Bear, Stearns & Co. October 1996 - May 1998
Deutsche Morgan Grenfell July 1996 - October 1996
Morgan Stanley & Co. November 1993 - June 1996
IBM T. J. Watson Research Center April 1987 - September 1989
Skills
Fixed Income, Derivatives, Equities, Investments, Statistical Arbitrage, Investment Management, Asset, Hedge Funds, Quantitative Finance, Options, Alternative Investments, Financial Modeling, Bloomberg, Trading, Asset Managment, Risk Management, Asset Management, Portfolio Management, Equity Derivatives
Education
Columbia University in the City of New York 1989 — 1993
MS CS, PhD Candidate, Artificial Intelligence & Robotics
Northeastern University 1986 — 1989
BS ECE, Electrical & Computer Engineering
Edward Shim's Morgan Stanley & Co. Experience February 1996 - August 2006
Job J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan 2008 - 2014
Morgan Stanley & Co February 1996 - August 2006
Education
University of Virginia - Darden Graduate School of Business Administration
MBA
Atlantic Union College
Biochemistry
The University of Chicago
Biological Sciences
J.P. Morgan 2008 - 2014
Morgan Stanley & Co February 1996 - August 2006
Education
University of Virginia - Darden Graduate School of Business Administration
MBA
Atlantic Union College
Biochemistry
The University of Chicago
Biological Sciences
Sonali Shah's Morgan Stanley & Co. Experience June 1996 - 1997
Job Professor at the University of Illinois at UrbanaChampaign
Industry Research
Experience
University of Illinois at Urbana-Champaign August 2003 - Present
University of Washington, Seattle June 2007 - June 2014
American Red Cross 1998 - 2004
MIT 1997 - 2003
McKinsey & Co. 2000 - 2000
Morgan Stanley & Co. June 1996 - 1997
Skills
Strategy, Entrepreneurship, Product Development, Research, Data Analysis, Higher Education, Qualitative Research, Teaching, Innovation Management, University Teaching, Public Speaking
Education
Massachusetts Institute of Technology 1998 — 2003
Ph.D., Management of Technological Innovation & Entrepreneurship
University of Pennsylvania 1992 — 1996
B.S.E., Biomedical Engineering
University of Pennsylvania - The Wharton School 1992 — 1996
B.S.E., Finance
Henderson High School
Valedictorian
University of Illinois at Urbana-Champaign
University of Illinois at Urbana-Champaign
University of Illinois at Urbana-Champaign August 2003 - Present
University of Washington, Seattle June 2007 - June 2014
American Red Cross 1998 - 2004
MIT 1997 - 2003
McKinsey & Co. 2000 - 2000
Morgan Stanley & Co. June 1996 - 1997
Skills
Strategy, Entrepreneurship, Product Development, Research, Data Analysis, Higher Education, Qualitative Research, Teaching, Innovation Management, University Teaching, Public Speaking
Education
Massachusetts Institute of Technology 1998 — 2003
Ph.D., Management of Technological Innovation & Entrepreneurship
University of Pennsylvania 1992 — 1996
B.S.E., Biomedical Engineering
University of Pennsylvania - The Wharton School 1992 — 1996
B.S.E., Finance
Henderson High School
Valedictorian
University of Illinois at Urbana-Champaign
University of Illinois at Urbana-Champaign
Ramya Joseph's Morgan Stanley & Co. Experience August 2005 - August 2007
Job Founder & CEO, Pefin, Inc.
Industry Financial Services
Experience
Pefin, Inc. July 2010 - Present
Goldman Sachs & Co. August 2007 - April 2010
Morgan Stanley & Co. August 2005 - August 2007
IBM July 2002 - June 2004
Skills
Trading Systems, Equities, Portfolio Management, Trading, Electronic Trading, Early-stage Startups
Education
Columbia University in the City of New York 2004 — 2006
M.S., Financial Engineering
Columbia University in the City of New York 2004 — 2006
M.S., Computer Science (Machine Learning)
University of Maryland Baltimore County 1998 — 2002
B.S., Major: Computer Science & Minor : Economics.
Pefin, Inc. July 2010 - Present
Goldman Sachs & Co. August 2007 - April 2010
Morgan Stanley & Co. August 2005 - August 2007
IBM July 2002 - June 2004
Skills
Trading Systems, Equities, Portfolio Management, Trading, Electronic Trading, Early-stage Startups
Education
Columbia University in the City of New York 2004 — 2006
M.S., Financial Engineering
Columbia University in the City of New York 2004 — 2006
M.S., Computer Science (Machine Learning)
University of Maryland Baltimore County 1998 — 2002
B.S., Major: Computer Science & Minor : Economics.
Damien McGough, CFA's Morgan Stanley & Co. Experience April 2000 - June 2007
Job Senior Credit Analyst at Halcyon Asset Management
Industry Financial Services
Experience
Halcyon Asset Management October 2013 - Present
Citigroup September 2012 - October 2013
Citigroup August 2009 - September 2012
Morgan Stanley & Co April 2000 - June 2007
Skills
Credit Analysis, Fixed Income, Fixed Income Trading, Leveraged Finance, Financial Analysis, Bonds, Capital Markets, Financial Modeling, Hedge Funds, Investment Banking, Investments, Portfolio Management, Trading
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA
College of the Holy Cross 1995 — 1999
BA, History
Fordham Prep
Halcyon Asset Management October 2013 - Present
Citigroup September 2012 - October 2013
Citigroup August 2009 - September 2012
Morgan Stanley & Co April 2000 - June 2007
Skills
Credit Analysis, Fixed Income, Fixed Income Trading, Leveraged Finance, Financial Analysis, Bonds, Capital Markets, Financial Modeling, Hedge Funds, Investment Banking, Investments, Portfolio Management, Trading
Education
University of Michigan - Stephen M. Ross School of Business 2007 — 2009
MBA
College of the Holy Cross 1995 — 1999
BA, History
Fordham Prep
Sudeep Amin's Morgan Stanley & Co. Experience June 1997 - Present
Job Executive Director at Morgan Stanley & Co
Industry Financial Services
Experience
Morgan Stanley & Co June 1997 - Present
Magnum Consulting Inc 1997 - 2004
Almoyyed International Group August 1992 - May 1997
Almoayed International Group August 1992 - May 1997
Almoayyed Computers 1992 - 1997
Informatics 1991 - 1992
Skills
ETL, Data Warehousing, Business Intelligence, Informatica, Sybase, Database Design, Data Modeling, DB2, Data Warehouse..., Software Development, Databases, Software Project..., Performance Tuning, Data Quality, SSRS, Web Services, Enterprise Architecture, OLAP, Architecture, Data Integration, T-SQL, SDLC, Performance Management, Agile Methodologies, Java Enterprise Edition, Unix Shell Scripting, Cognos, Unix, Leadership, Perl, Data Mining, Systems Analysis, IT Strategy, Teradata, Solution Architecture, PL/SQL, Requirements Analysis, Oracle, SQL, Microsoft SQL Server, SSIS, Management, Analysis, Dashboard, Master Data Management, Autosys, Business Analysis, Requirements Gathering, Integration, SOA
Education
Mangalore University 1986 — 1990
BE, Engineering
Manipal Institute of Technology 1986 — 1990
B.E., Engineering
General Education Academy 1974 — 1984
Morgan Stanley & Co June 1997 - Present
Magnum Consulting Inc 1997 - 2004
Almoyyed International Group August 1992 - May 1997
Almoayed International Group August 1992 - May 1997
Almoayyed Computers 1992 - 1997
Informatics 1991 - 1992
Skills
ETL, Data Warehousing, Business Intelligence, Informatica, Sybase, Database Design, Data Modeling, DB2, Data Warehouse..., Software Development, Databases, Software Project..., Performance Tuning, Data Quality, SSRS, Web Services, Enterprise Architecture, OLAP, Architecture, Data Integration, T-SQL, SDLC, Performance Management, Agile Methodologies, Java Enterprise Edition, Unix Shell Scripting, Cognos, Unix, Leadership, Perl, Data Mining, Systems Analysis, IT Strategy, Teradata, Solution Architecture, PL/SQL, Requirements Analysis, Oracle, SQL, Microsoft SQL Server, SSIS, Management, Analysis, Dashboard, Master Data Management, Autosys, Business Analysis, Requirements Gathering, Integration, SOA
Education
Mangalore University 1986 — 1990
BE, Engineering
Manipal Institute of Technology 1986 — 1990
B.E., Engineering
General Education Academy 1974 — 1984
Jeffrey Hoskins's Morgan Stanley & Co. Experience 2006 - Present
Job Financial Advisor at Morgan Stanley & CO
Industry Financial Services
Experience
Morgan Stanley & CO 2006 - Present
Masterton & Wright 2005 - 2006
Colorado State Senate 2004 - 2005
US State Department 2003 - 2004
Education
University of Colorado Boulder 1998 — 2002
Bachelor of Arts, Molecular, Cellular & Developmental Biology; English Literature
Morgan Stanley & CO 2006 - Present
Masterton & Wright 2005 - 2006
Colorado State Senate 2004 - 2005
US State Department 2003 - 2004
Education
University of Colorado Boulder 1998 — 2002
Bachelor of Arts, Molecular, Cellular & Developmental Biology; English Literature
Naureen Rasul's Morgan Stanley & Co. Experience May 2000 - January 2001
Job Senior Vice President at Marsh USA, Inc.
Industry Insurance
Experience
Marsh USA, Inc. July 2007 - Present
Travelers, Inc. July 2004 - June 2007
Arden Asset Management, Inc. July 2001 - December 2003
Morgan Stanley & Co. May 2000 - January 2001
ValueLine, Inc. December 1997 - May 2000
Skills
Underwriting, Professional Liability, D&O, Property & Casualty..., Employment Practices..., Brokers, Liability, Commercial Insurance, Insurance
Education
State University of New York at Buffalo 1993 — 1997
BS, Business Administration
Marsh USA, Inc. July 2007 - Present
Travelers, Inc. July 2004 - June 2007
Arden Asset Management, Inc. July 2001 - December 2003
Morgan Stanley & Co. May 2000 - January 2001
ValueLine, Inc. December 1997 - May 2000
Skills
Underwriting, Professional Liability, D&O, Property & Casualty..., Employment Practices..., Brokers, Liability, Commercial Insurance, Insurance
Education
State University of New York at Buffalo 1993 — 1997
BS, Business Administration
Klimczak, Sean's Morgan Stanley & Co. Experience August 1998 - August 2001
Job Senior Managing Director at The Blackstone Group
Industry Investment Management
Experience
The Blackstone Group August 2005 - Present
Madison Dearborn August 2001 - August 2003
Morgan Stanley & Co. August 1998 - August 2001
Education
Harvard Business School 2003 — 2005
MBA
University of Notre Dame 1994 — 1998
BBA, Finance & Economics
The Blackstone Group August 2005 - Present
Madison Dearborn August 2001 - August 2003
Morgan Stanley & Co. August 1998 - August 2001
Education
Harvard Business School 2003 — 2005
MBA
University of Notre Dame 1994 — 1998
BBA, Finance & Economics
Douglas Heyman's Morgan Stanley & Co. Experience June 1998 - May 2000
Job Goldman Sachs & Co. Alternative Investment Management
Industry Investment Management
Experience
Goldman Sachs June 2011 - Present
iStar Financial August 2006 - March 2010
Miller Buckfire & Co. July 2004 - August 2006
iBlast Inc. May 2000 - April 2003
Morgan Stanley & Co. June 1998 - May 2000
Skills
Hedge Funds, Alternative Investments, Private Equity, Portfolio Management, Investments, Risk Management, Credit, Real Estate, Portfolio Optimization, Valuation, Capital Markets, Investment Banking, Asset Management, Financial Modeling, Family Office, Due Diligence, Corporate Finance, Structured Finance, Equities, Fixed Income, Mergers, Corporate Development, LBO, Financial Structuring, Financial Analysis, Leveraged Finance, High Yield, Debt Restructuring, Special Situations, Credit Analysis, Real Estate Economics, Restructuring, Investment Management, Business Valuation, Finance, Investor Relations, Business Strategy, Acquisitions
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Management, Finance
Dartmouth College 1994 — 1998
BA, Government
Dartmouth College - The Tuck School of Business at Dartmouth 1997 — 1997
The Collegiate School 1982 — 1994
Diploma
Goldman Sachs June 2011 - Present
iStar Financial August 2006 - March 2010
Miller Buckfire & Co. July 2004 - August 2006
iBlast Inc. May 2000 - April 2003
Morgan Stanley & Co. June 1998 - May 2000
Skills
Hedge Funds, Alternative Investments, Private Equity, Portfolio Management, Investments, Risk Management, Credit, Real Estate, Portfolio Optimization, Valuation, Capital Markets, Investment Banking, Asset Management, Financial Modeling, Family Office, Due Diligence, Corporate Finance, Structured Finance, Equities, Fixed Income, Mergers, Corporate Development, LBO, Financial Structuring, Financial Analysis, Leveraged Finance, High Yield, Debt Restructuring, Special Situations, Credit Analysis, Real Estate Economics, Restructuring, Investment Management, Business Valuation, Finance, Investor Relations, Business Strategy, Acquisitions
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Management, Finance
Dartmouth College 1994 — 1998
BA, Government
Dartmouth College - The Tuck School of Business at Dartmouth 1997 — 1997
The Collegiate School 1982 — 1994
Diploma
Anne Habiby's Morgan Stanley & Co. Experience 1992 - 1996
Job Cofounder & CoCEO, AllWorld Network
Industry Public Policy
Experience
AllWorld Network October 2007 - Present
Initiative for a Competitive Inner City October 1996 - July 2005
ICIC 1996 - 2005
Morgan Stanley & Co 1992 - 1996
Education
University of Cambridge 1987 — 1992
Economics
Barnard College
Bachelor's degree, Economics
AllWorld Network October 2007 - Present
Initiative for a Competitive Inner City October 1996 - July 2005
ICIC 1996 - 2005
Morgan Stanley & Co 1992 - 1996
Education
University of Cambridge 1987 — 1992
Economics
Barnard College
Bachelor's degree, Economics
Lynn Baruh's Morgan Stanley & Co. Experience 2000 - 2001
Job Executive Assistant to the President and CEO at NICE Actimize
Industry Marketing and Advertising
Experience
NICE Actimize December 2013 - Present
EffectiveBrands March 2013 - October 2013
eBay enterprise February 2011 - November 2012
The Brand Union 2009 - November 2010
Brouillard Communications/ The Brand Union April 2008 - November 2010
JWT May 2002 - April 2008
Morgan Stanley & Co. 2000 - 2001
Skills
Social Media Marketing, Advertising, Integrated Marketing, Social Media
Education
Robert College
Brandeis University
Economics
Bosphorus University
Economics, Macroeconomics
Graduate Institue for International Studies
MA, International Economics
NICE Actimize December 2013 - Present
EffectiveBrands March 2013 - October 2013
eBay enterprise February 2011 - November 2012
The Brand Union 2009 - November 2010
Brouillard Communications/ The Brand Union April 2008 - November 2010
JWT May 2002 - April 2008
Morgan Stanley & Co. 2000 - 2001
Skills
Social Media Marketing, Advertising, Integrated Marketing, Social Media
Education
Robert College
Brandeis University
Economics
Bosphorus University
Economics, Macroeconomics
Graduate Institue for International Studies
MA, International Economics
Anthony D'Souza's Morgan Stanley & Co. Experience October 2006 - February 2013
Job Vice President
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Morgan Stanley March 2013 - May 2015
Morgan Stanley & Co October 2006 - February 2013
AllianceBernstien LP April 2006 - October 2006
Globix Corporation January 2000 - March 2006
Solectron 2002 - 2004
Skills
Perl, Linux, Solaris, LinkedIn Endorsing, XBox360 Gears of War 3, ETL, Sybase, ITIL Certified, PHP4/5, Tough Mudder, Enterprise Software, PHP, MySQL, SQL, Apache, Autosys, Cloud Computing, Unix, Databases, DB2, ITIL, Enterprise Architecture, Network Administration, Networking, Distributed Systems
Education
Penn State University 1996 — 1999
BS, Operations & Information Systems Management
Bank of America Merrill Lynch May 2015 - Present
Morgan Stanley March 2013 - May 2015
Morgan Stanley & Co October 2006 - February 2013
AllianceBernstien LP April 2006 - October 2006
Globix Corporation January 2000 - March 2006
Solectron 2002 - 2004
Skills
Perl, Linux, Solaris, LinkedIn Endorsing, XBox360 Gears of War 3, ETL, Sybase, ITIL Certified, PHP4/5, Tough Mudder, Enterprise Software, PHP, MySQL, SQL, Apache, Autosys, Cloud Computing, Unix, Databases, DB2, ITIL, Enterprise Architecture, Network Administration, Networking, Distributed Systems
Education
Penn State University 1996 — 1999
BS, Operations & Information Systems Management
Milton Galeas MBA's Morgan Stanley & Co. Experience May 2000 - April 2004
Job Advisory | Management Consulting | Financial Management Group KPMG LLP.
Industry Management Consulting
Experience
KPMG April 2014 - Present
International Lease Finance Corporation ILFC September 2013 - March 2014
Novartis October 2010 - July 2011
David Landau LLP 2011 - 2011
Milton Galeas June 2009 - July 2010
PARSON CONSULTING LLP September 2006 - January 2009
METLIFE INC May 2005 - August 2006
Response Companies October 2004 - April 2005
MORGAN STANLEY & Co May 2000 - April 2004
SALIBELLO & BRODER CPA's February 1995 - April 2000
Skills
Internal Controls, Financial Reporting, Financial Statements, Managerial Finance, Compliance, Consulting, Financial Services, Management, Internal Audit, General Ledger, Sarbanes-Oxley Act, Sarbanes-Oxley, Business Intelligence, Process Improvement, Financial Accounting, Risk Assessment, Auditing, Analysis, Business Process, Due Diligence, Talent Acquisition, Management Consulting, Accounting, Budgets, Enterprise Risk..., Business Analysis, IFRS, Finance, Financial Risk, Risk Management, Payroll, Strategic Planning, Change Management, Business Process..., Financial Analysis, Accounts Payable, Financial Modeling, Business Transformation, Business Process..., IT Audit, Business Planning, Shared Services, Project Portfolio..., Forecasting, Executive Management, Acquisition Integration, Mergers, Strategy, Project Management, Business Strategy
Education
University of California, Irvine 2015 — 2015
IT Certification, Business Intelligence/Data Warehouse
Saint Peters University 2012 — 2013
MBA, Management Information Systems & Risk Management
Bernard Baruch College 1997 — 2000
BBA, Accounting
KPMG April 2014 - Present
International Lease Finance Corporation ILFC September 2013 - March 2014
Novartis October 2010 - July 2011
David Landau LLP 2011 - 2011
Milton Galeas June 2009 - July 2010
PARSON CONSULTING LLP September 2006 - January 2009
METLIFE INC May 2005 - August 2006
Response Companies October 2004 - April 2005
MORGAN STANLEY & Co May 2000 - April 2004
SALIBELLO & BRODER CPA's February 1995 - April 2000
Skills
Internal Controls, Financial Reporting, Financial Statements, Managerial Finance, Compliance, Consulting, Financial Services, Management, Internal Audit, General Ledger, Sarbanes-Oxley Act, Sarbanes-Oxley, Business Intelligence, Process Improvement, Financial Accounting, Risk Assessment, Auditing, Analysis, Business Process, Due Diligence, Talent Acquisition, Management Consulting, Accounting, Budgets, Enterprise Risk..., Business Analysis, IFRS, Finance, Financial Risk, Risk Management, Payroll, Strategic Planning, Change Management, Business Process..., Financial Analysis, Accounts Payable, Financial Modeling, Business Transformation, Business Process..., IT Audit, Business Planning, Shared Services, Project Portfolio..., Forecasting, Executive Management, Acquisition Integration, Mergers, Strategy, Project Management, Business Strategy
Education
University of California, Irvine 2015 — 2015
IT Certification, Business Intelligence/Data Warehouse
Saint Peters University 2012 — 2013
MBA, Management Information Systems & Risk Management
Bernard Baruch College 1997 — 2000
BBA, Accounting
Jon Rogow's Morgan Stanley & Co. Experience September 2010 - Present
Job Vice President, Legal & Compliance Department at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley & Co. September 2010 - Present
Citigroup Global Markets, Inc. November 2005 - July 2007
C.E. Unterberg, Towbin January 2005 - November 2005
Schwab Soundview Capital Markets June 2000 - December 2004
Education
Albany Law School of Union University 2007 — 2010
Doctor of Law (JD)
SUNY at Buffalo 1994 — 1998
Bachelor of Science (BS), Finance, General
Morgan Stanley & Co. September 2010 - Present
Citigroup Global Markets, Inc. November 2005 - July 2007
C.E. Unterberg, Towbin January 2005 - November 2005
Schwab Soundview Capital Markets June 2000 - December 2004
Education
Albany Law School of Union University 2007 — 2010
Doctor of Law (JD)
SUNY at Buffalo 1994 — 1998
Bachelor of Science (BS), Finance, General
Christopher Petrow's Morgan Stanley & Co. Experience May 1985 - March 2006
Job CIO at Interventure Capital Group
Industry Investment Management
Experience
Interventure Capital Group January 2007 - Present
Morgan Stanley & Co May 1985 - March 2006
Education
Boston University 1983 — 1985
MBA, Finance & Investments
Vassar College 1973 — 1978
Interventure Capital Group January 2007 - Present
Morgan Stanley & Co May 1985 - March 2006
Education
Boston University 1983 — 1985
MBA, Finance & Investments
Vassar College 1973 — 1978
Kevin Strumwasser's Morgan Stanley & Co. Experience 2005 - 2006
Job Director of Finance Initiatives at Fannie Mae
Industry Financial Services
Experience
Fannie Mae December 2010 - Present
YoKid...Stretch Your Limits September 2009 - October 2012
Fannie Mae April 2008 - December 2010
Fannie Mae April 2006 - April 2008
Ernst & Young May 2003 - April 2008
Morgan Stanley & Co. 2005 - 2006
Skills
Financial Analysis, Financial Reporting, Derivatives, Accounting, Team Leadership, Team Building, Process Improvement, Executive Management, Credit, FAS 5, Partnership Accounting, Hedge Accounting, Supervisory Experience, Loan Accounting, Securities Accounting, Project Management, Project Implementation, MBS, Securitization, REO, Loans, Financial Services
Education
University of Notre Dame - Mendoza College of Business 2003 — 2004
MS, Accountancy
Binghamton University 1999 — 2003
BA, Economics
Binghamton University 1999 — 2003
BS, Management, Concentration in Finance
Fannie Mae December 2010 - Present
YoKid...Stretch Your Limits September 2009 - October 2012
Fannie Mae April 2008 - December 2010
Fannie Mae April 2006 - April 2008
Ernst & Young May 2003 - April 2008
Morgan Stanley & Co. 2005 - 2006
Skills
Financial Analysis, Financial Reporting, Derivatives, Accounting, Team Leadership, Team Building, Process Improvement, Executive Management, Credit, FAS 5, Partnership Accounting, Hedge Accounting, Supervisory Experience, Loan Accounting, Securities Accounting, Project Management, Project Implementation, MBS, Securitization, REO, Loans, Financial Services
Education
University of Notre Dame - Mendoza College of Business 2003 — 2004
MS, Accountancy
Binghamton University 1999 — 2003
BA, Economics
Binghamton University 1999 — 2003
BS, Management, Concentration in Finance
Charles A Vernau's Morgan Stanley & Co. Experience 2006 - 2007
Job Global Institutional Equity Sales Trading/Execution & Management * Relationship Cultivation * New Business Development
Industry Investment Banking
Experience
MF Global Inc., UK Limited 2010 - 2012
LaBranche & Co. 2008 - 2009
JP Morgan Chase & Co. 2007 - 2008
Morgan Stanley & Co. 2006 - 2007
Banc of America Securities 2002 - 2006
Skills
Equity Trading, Proprietary Trading, Investment Banking, Financial Markets, Capital Markets, Fixed Income, Equity Derivatives, Options, Electronic Trading, Hedge Funds, Equities, Derivatives, Trading, Bloomberg, Investments, Trading Systems
Education
Georgia Institute of Technology
Bachelor of Science (B.S.), Business Management
MF Global Inc., UK Limited 2010 - 2012
LaBranche & Co. 2008 - 2009
JP Morgan Chase & Co. 2007 - 2008
Morgan Stanley & Co. 2006 - 2007
Banc of America Securities 2002 - 2006
Skills
Equity Trading, Proprietary Trading, Investment Banking, Financial Markets, Capital Markets, Fixed Income, Equity Derivatives, Options, Electronic Trading, Hedge Funds, Equities, Derivatives, Trading, Bloomberg, Investments, Trading Systems
Education
Georgia Institute of Technology
Bachelor of Science (B.S.), Business Management
Brandon Adams's Morgan Stanley & Co. Experience October 2005 - November 2007
Job Manager, Compensation & Benefits at DTS
Industry Human Resources
Experience
DTS, Inc. October 2009 - Present
Wells Fargo Advisors, LLC November 2007 - August 2009
Morgan Stanley & Co October 2005 - November 2007
JonesTrading Institutional Services, LLC June 2002 - October 2005
Skills
Benefits, Benefits Administration, Compensation, Workers Compensation, Performance Management, SuccessFactors, Oracle, Microsoft Office, Business Process..., 401k, Employee Health & Safety, Compensation & Benefit, Retirement Benefits, Defined Benefit, 401(k) Plan Design, Microsoft Excel, Vlookup, Hlookups, Pivot Tables, FLSA, Employee Benefits, Radford, Deferred Compensation, Excel models, Total Rewards, Total Rewards Strategies, Compensation Structures, Compensation & Benefits..., Global Compensation, Compensation Strategies, Excel Dashboards, Voluntary Employee..., Restricted Stock, Employee Stock Options, Workforce Planning, Onboarding, ADP Payroll, Human Resources, HRIS, Mergers & Acquisitions, Strategy, Compensation & Benefits
Education
California Lutheran University 2004 — 2005
Bachelor of Science, Business Management
Oak Park High School
DTS, Inc. October 2009 - Present
Wells Fargo Advisors, LLC November 2007 - August 2009
Morgan Stanley & Co October 2005 - November 2007
JonesTrading Institutional Services, LLC June 2002 - October 2005
Skills
Benefits, Benefits Administration, Compensation, Workers Compensation, Performance Management, SuccessFactors, Oracle, Microsoft Office, Business Process..., 401k, Employee Health & Safety, Compensation & Benefit, Retirement Benefits, Defined Benefit, 401(k) Plan Design, Microsoft Excel, Vlookup, Hlookups, Pivot Tables, FLSA, Employee Benefits, Radford, Deferred Compensation, Excel models, Total Rewards, Total Rewards Strategies, Compensation Structures, Compensation & Benefits..., Global Compensation, Compensation Strategies, Excel Dashboards, Voluntary Employee..., Restricted Stock, Employee Stock Options, Workforce Planning, Onboarding, ADP Payroll, Human Resources, HRIS, Mergers & Acquisitions, Strategy, Compensation & Benefits
Education
California Lutheran University 2004 — 2005
Bachelor of Science, Business Management
Oak Park High School
Robert Peckenpaugh CFA's Morgan Stanley & Co. Experience April 1987 - September 1991
Job Senior VicePresident at Whitnell & Co.
Industry Investment Management
Experience
Whitnell & Co. October 2006 - Present
Peckenpaugh Asset Management, Inc. September 1991 - September 2006
Morgan Stanley & Co. April 1987 - September 1991
Morgan Stanley Asset Management April 1984 - April 1987
Hotchkiss & Peckenpaugh Inc. February 1977 - April 1984
Education
Northwestern University - Kellogg School of Management 1951 — 1952
M.B.A., Finance
Northwestern University 1947 — 1949
B.S., Finance
Whitnell & Co. October 2006 - Present
Peckenpaugh Asset Management, Inc. September 1991 - September 2006
Morgan Stanley & Co. April 1987 - September 1991
Morgan Stanley Asset Management April 1984 - April 1987
Hotchkiss & Peckenpaugh Inc. February 1977 - April 1984
Education
Northwestern University - Kellogg School of Management 1951 — 1952
M.B.A., Finance
Northwestern University 1947 — 1949
B.S., Finance
Kenneth Ulc's Morgan Stanley & Co. Experience 2010 - 2012
Job Technical Lead
Industry Information Technology and Services
Experience
Goldman Sachs 2014 - Present
TheLadders.com 2012 - 2014
Morgan Stanley & Co. 2010 - 2012
ORC Worldwide, Inc. (Now Mercer) 1998 - 2010
Skills
Database Design, ETL, DB2, SDLC, Sybase, MySQL, Relational Databases, Shell Scripting, Java, SQL, Data Modeling, Oracle, Linux, Unix, Databases, Unix Shell Scripting, Database Administration, Solaris, SQL Tuning, T-SQL, Informatica, Database Admin, Agile Methodologies, Performance Tuning, Database Management, Data Warehousing, SQR, Swing, Data Warehouse..., Data Analysis, Sybase ASE, Sybase Replication..., Oracle SQL/PL, DB2 SQL PL, Clustrix, DBArtisan, Erwin, Data Migration, Replication, Software Design, Systems Analysis, Integration, OLAP, JIRA, Python, Data Architecture, Requirements Analysis, Architectures, Agile & Waterfall...
Education
University of Delaware
Bachelor of Science
Hofstra University
New York University
Goldman Sachs 2014 - Present
TheLadders.com 2012 - 2014
Morgan Stanley & Co. 2010 - 2012
ORC Worldwide, Inc. (Now Mercer) 1998 - 2010
Skills
Database Design, ETL, DB2, SDLC, Sybase, MySQL, Relational Databases, Shell Scripting, Java, SQL, Data Modeling, Oracle, Linux, Unix, Databases, Unix Shell Scripting, Database Administration, Solaris, SQL Tuning, T-SQL, Informatica, Database Admin, Agile Methodologies, Performance Tuning, Database Management, Data Warehousing, SQR, Swing, Data Warehouse..., Data Analysis, Sybase ASE, Sybase Replication..., Oracle SQL/PL, DB2 SQL PL, Clustrix, DBArtisan, Erwin, Data Migration, Replication, Software Design, Systems Analysis, Integration, OLAP, JIRA, Python, Data Architecture, Requirements Analysis, Architectures, Agile & Waterfall...
Education
University of Delaware
Bachelor of Science
Hofstra University
New York University
Jorge Roldan's Morgan Stanley & Co. Experience January 1994 - August 1995
Job Associate Director Frontier and Emerging Markets Sales & Trading Exotix USA
Industry Financial Services
Experience
Exotix USA March 2012 - April 2013
Cantor Fitzgerald November 2010 - August 2011
Trans-National Research/Freimark Blair & Co March 2004 - August 2010
Hold Brothers Investment services, LLC February 2003 - February 2004
Worldco Financial Services, LLC March 1998 - January 2003
UBS Securities July 1997 - January 1998
Morgan Stanley & Co January 1994 - August 1995
Morgan Stanley & C0. January 1993 - January 1994
Morgan Stanley & Co. July 1992 - January 1993
Skills
Emerging Markets, Fixed Income, Trading, Currency, Investment Strategies, Institutional, Credit, Valuation, Rates, Economics, Asset Management, Portfolio Management, Hedge Funds, Investments, Bonds, Structured Products, Capital Markets, Options
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance & International Business
State University of New York at Albany 1988 — 1992
BS, Business Administration
Exotix USA March 2012 - April 2013
Cantor Fitzgerald November 2010 - August 2011
Trans-National Research/Freimark Blair & Co March 2004 - August 2010
Hold Brothers Investment services, LLC February 2003 - February 2004
Worldco Financial Services, LLC March 1998 - January 2003
UBS Securities July 1997 - January 1998
Morgan Stanley & Co January 1994 - August 1995
Morgan Stanley & C0. January 1993 - January 1994
Morgan Stanley & Co. July 1992 - January 1993
Skills
Emerging Markets, Fixed Income, Trading, Currency, Investment Strategies, Institutional, Credit, Valuation, Rates, Economics, Asset Management, Portfolio Management, Hedge Funds, Investments, Bonds, Structured Products, Capital Markets, Options
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance & International Business
State University of New York at Albany 1988 — 1992
BS, Business Administration
John Oliva's Morgan Stanley & Co. Experience 1997 - 2002
Job Member Board of Directors at Astrotech Corporation
Industry Investment Banking
Experience
Astrotech Corporation April 2007 - Present
Capital City Advisors, Inc. 2002 - Present
CCA 2014 - 2014
CCA 2014 - 2014
CCA 2014 - 2014
Morgan Stanley & Co. 1997 - 2002
The Robinson Humphrey Co. 1982 - 1995
Skills
Management Consulting, Business Strategy, Financial Modeling, Business Valuation, Investments, Management, Restructuring, Asset Management, Finance, Strategy, Project Finance, Entrepreneurship, Portfolio Management, Private Placements, Start-ups, Venture Capital, Mergers, Securities, Mergers & Acquisitions, Financial Analysis, Private Equity
Education
Indiana University Bloomington 1975 — 1979
Astrotech Corporation April 2007 - Present
Capital City Advisors, Inc. 2002 - Present
CCA 2014 - 2014
CCA 2014 - 2014
CCA 2014 - 2014
Morgan Stanley & Co. 1997 - 2002
The Robinson Humphrey Co. 1982 - 1995
Skills
Management Consulting, Business Strategy, Financial Modeling, Business Valuation, Investments, Management, Restructuring, Asset Management, Finance, Strategy, Project Finance, Entrepreneurship, Portfolio Management, Private Placements, Start-ups, Venture Capital, Mergers, Securities, Mergers & Acquisitions, Financial Analysis, Private Equity
Education
Indiana University Bloomington 1975 — 1979
Carl Lomele's Morgan Stanley & Co. Experience September 1997 - January 2002
Job IT Manager at ArroHealth
Industry Information Technology and Services
Experience
arroHealth October 2014 - Present
Network Outsource September 2011 - September 2014
Stanton Carpet May 2010 - September 2011
Streeter Technologies Inc. December 2008 - December 2009
American Agip Co. (now ENI USA R & M Co. Inc) June 2006 - November 2008
SMBC (Sumitomo Mitsui Banking Corporation) June 2003 - June 2006
Morgan Stanley & Co. September 1997 - January 2002
Skills
SharePoint, Vendor Management, Disaster Recovery, Management, Microsoft Exchange, Networking, Unix, SDLC, Network Security, Information Technology, Firewalls, Technical Support, Windows, Computer Hardware, Customer Service, Troubleshooting, Security, Integration, SQL, IT Service Management, Negotiation, Help Desk Support, Cisco Technologies, Windows Server, Microsoft SQL Server, Active Directory, VMware, Citrix Metaframe, Windows 7, IT Strategy, Budgets, VoIP, Backup Exec, Business Analysis, Data Center, System Administration, Cisco Routers, Operating Systems, Network Administration, IT Management, Infrastructure, Testing, Servers, Citrix, Forecasting, HP Proliant, IT Operations, C#
Education
University of Phoenix 2002 — 2008
Information Systems.
New York Institute of Technology 1989 — 1991
Engineering Sciences
Sewanhaka
arroHealth October 2014 - Present
Network Outsource September 2011 - September 2014
Stanton Carpet May 2010 - September 2011
Streeter Technologies Inc. December 2008 - December 2009
American Agip Co. (now ENI USA R & M Co. Inc) June 2006 - November 2008
SMBC (Sumitomo Mitsui Banking Corporation) June 2003 - June 2006
Morgan Stanley & Co. September 1997 - January 2002
Skills
SharePoint, Vendor Management, Disaster Recovery, Management, Microsoft Exchange, Networking, Unix, SDLC, Network Security, Information Technology, Firewalls, Technical Support, Windows, Computer Hardware, Customer Service, Troubleshooting, Security, Integration, SQL, IT Service Management, Negotiation, Help Desk Support, Cisco Technologies, Windows Server, Microsoft SQL Server, Active Directory, VMware, Citrix Metaframe, Windows 7, IT Strategy, Budgets, VoIP, Backup Exec, Business Analysis, Data Center, System Administration, Cisco Routers, Operating Systems, Network Administration, IT Management, Infrastructure, Testing, Servers, Citrix, Forecasting, HP Proliant, IT Operations, C#
Education
University of Phoenix 2002 — 2008
Information Systems.
New York Institute of Technology 1989 — 1991
Engineering Sciences
Sewanhaka
Matthew P Thomas's Morgan Stanley & Co. Experience August 1998 - January 2008
Job Public Policy & Pension Consultant
Industry Financial Services
Experience
MP Thomas June 2008 - Present
Morgan Stanley & Co. August 1998 - January 2008
AEGON,nv - Diversified Investment Advisors November 1994 - August 1998
Fidelity Investments February 1989 - September 1993
Skills
Mutual Funds, Separately Managed..., Structured Products, VAS, Foundations, Investment Management, Strategic Planning, Investments, Asset Allocation, Wealth Management, FINRA, Series 63, Series 7, Asset Management, Financial Services, Retirement, 401k, Pensions, Strategy
Education
Suffolk University - Sawyer Business School 1991 — 1995
MBA, Business Administration
Stonehill College 1984 — 1988
BS, Business Administration; Economics
Archbishop Stepinac High School 1980 — 1984
Diploma, College Prep
MP Thomas June 2008 - Present
Morgan Stanley & Co. August 1998 - January 2008
AEGON,nv - Diversified Investment Advisors November 1994 - August 1998
Fidelity Investments February 1989 - September 1993
Skills
Mutual Funds, Separately Managed..., Structured Products, VAS, Foundations, Investment Management, Strategic Planning, Investments, Asset Allocation, Wealth Management, FINRA, Series 63, Series 7, Asset Management, Financial Services, Retirement, 401k, Pensions, Strategy
Education
Suffolk University - Sawyer Business School 1991 — 1995
MBA, Business Administration
Stonehill College 1984 — 1988
BS, Business Administration; Economics
Archbishop Stepinac High School 1980 — 1984
Diploma, College Prep
Yacinda Vallejo's Morgan Stanley & Co. Experience 1999 - 2002
Job Executive HR Administrator at Campbell Soup Company
Industry Consumer Goods
Experience
Campbell Soup Company July 2003 - Present
Morgan Stanley & Co 1999 - 2002
Education
Concordia University 1993 — 1997
BA, Spanish
Campbell Soup Company July 2003 - Present
Morgan Stanley & Co 1999 - 2002
Education
Concordia University 1993 — 1997
BA, Spanish
J. Robert Varghese, CMT's Morgan Stanley & Co. Experience 1995 - 1996
Job Portfolio Management & Research
Industry Investment Management
Experience
injii 2015 - Present
SunTrust Wealth & Investment Management 2012 - Present
Bryant University 2012 - 2012
Covenant Multi-Family Offices, LLC 2011 - 2011
Barbnet Investments Co. (Bass Brothers) 2008 - 2010
Cadence Capital Management, LLC 2002 - 2008
FactSet Research Systems 1997 - 2002
GE Investments 1996 - 1997
Morgan Stanley & Co. 1995 - 1996
Skills
FactSet, Bloomberg, Capital IQ, ClariFi, Market QA, Thomson Reuters, MS Office products, Morningstar, eVestments, PerTrac, Zephyr, WONDA, Northfield, BARRA, APT, Axioma, S&P, Russell, MSCI, Compustat, First Call, CRSP, Trading Platforms, Trading Algorithms, Transaction Cost..., Asset Allocation, Fundamental Analysis, Technical Analysis, Quantitative Investing, Advanced Excel Modeling, Investment Strategies, Financial Markets
Education
Northeastern University - Graduate School of Business Administration 2005 — 2006
Master of Business Administration (M.B.A.), Finance
NY Institute of Finance 1996 — 1996
Advanced coursework in Fixed Income Markets & Products, Quantitative Analysis in Investment Mgmt
Pace University - Lubin School of Business 1991 — 1995
BBA, Business Economics; Certification, Finance
Sacred Heart High School
injii 2015 - Present
SunTrust Wealth & Investment Management 2012 - Present
Bryant University 2012 - 2012
Covenant Multi-Family Offices, LLC 2011 - 2011
Barbnet Investments Co. (Bass Brothers) 2008 - 2010
Cadence Capital Management, LLC 2002 - 2008
FactSet Research Systems 1997 - 2002
GE Investments 1996 - 1997
Morgan Stanley & Co. 1995 - 1996
Skills
FactSet, Bloomberg, Capital IQ, ClariFi, Market QA, Thomson Reuters, MS Office products, Morningstar, eVestments, PerTrac, Zephyr, WONDA, Northfield, BARRA, APT, Axioma, S&P, Russell, MSCI, Compustat, First Call, CRSP, Trading Platforms, Trading Algorithms, Transaction Cost..., Asset Allocation, Fundamental Analysis, Technical Analysis, Quantitative Investing, Advanced Excel Modeling, Investment Strategies, Financial Markets
Education
Northeastern University - Graduate School of Business Administration 2005 — 2006
Master of Business Administration (M.B.A.), Finance
NY Institute of Finance 1996 — 1996
Advanced coursework in Fixed Income Markets & Products, Quantitative Analysis in Investment Mgmt
Pace University - Lubin School of Business 1991 — 1995
BBA, Business Economics; Certification, Finance
Sacred Heart High School
Ken Masotti's Morgan Stanley & Co. Experience January 2001 - October 2002
Job Evercore Partners Inc.
Industry Law Practice
Experience
Evercore Partners Inc. February 2010 - Present
Dechert LLP January 2009 - December 2009
Bear Stearns June 2003 - August 2008
Morgan Stanley & Co. January 2001 - October 2002
Shearman and Sterling August 1994 - December 2000
Education
Boston College Law School 1991 — 1994
J.D.
University of Virginia 1981 — 1985
BS, McIntire School of Commerce
Evercore Partners Inc. February 2010 - Present
Dechert LLP January 2009 - December 2009
Bear Stearns June 2003 - August 2008
Morgan Stanley & Co. January 2001 - October 2002
Shearman and Sterling August 1994 - December 2000
Education
Boston College Law School 1991 — 1994
J.D.
University of Virginia 1981 — 1985
BS, McIntire School of Commerce
Virginia DeCristoforo's Morgan Stanley & Co. Experience February 1985 - January 1995
Job VP at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 1995 - Present
Morgan Stanley & Co. February 1985 - January 1995
Education
Rutgers, The State University of New Jersey-Newark
MBA, International Finance
Credit Suisse January 1995 - Present
Morgan Stanley & Co. February 1985 - January 1995
Education
Rutgers, The State University of New Jersey-Newark
MBA, International Finance
Todd Katz's Morgan Stanley & Co. Experience 2000 - 2002
Job Chief Financial Officer at Quest Integrity Group
Industry Oil & Energy
Experience
Quest Integrity Group 2008 - Present
Merrill Lynch & Co. 2005 - 2008
Conway, Del Genio, Gries & Co., LLC 2002 - 2005
Morgan Stanley & Co. 2000 - 2002
Credit Suisse First Boston 1999 - 2000
MSC Software Corporation 1995 - 1997
Skills
Financial Modeling, Due Diligence, Mergers, Financial Analysis, IPO, Business Acquisition, Accounting, Sarbanes Oxley, Financial Reporting, Financial Management, Corporate Finance, Financial Accounting, Financial Control, Financial Markets, Investment Banking, Divestitures, Mergers & Acquisitions, Managerial Finance, Financial Audits, Valuation, Sarbanes-Oxley, Private Equity, Restructuring, M&A experience, Financial Structuring, Private Placements, Corporate Development, Internal Controls, LBO, Asset Management, Capital Markets, Executive Management, Cash Management, Alternative Investments, Acquisition Integration, Strategy, Finance, Equities, Emerging Markets, Investments, Venture Capital, Treasury, Hedge Funds, Acquisitions, Leveraged Finance, Sarbanes-Oxley Act, Business Valuation, Cash Flow, Investor Relations, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of California, Los Angeles 1989 — 1994
B.A., Business Economics
Quest Integrity Group 2008 - Present
Merrill Lynch & Co. 2005 - 2008
Conway, Del Genio, Gries & Co., LLC 2002 - 2005
Morgan Stanley & Co. 2000 - 2002
Credit Suisse First Boston 1999 - 2000
MSC Software Corporation 1995 - 1997
Skills
Financial Modeling, Due Diligence, Mergers, Financial Analysis, IPO, Business Acquisition, Accounting, Sarbanes Oxley, Financial Reporting, Financial Management, Corporate Finance, Financial Accounting, Financial Control, Financial Markets, Investment Banking, Divestitures, Mergers & Acquisitions, Managerial Finance, Financial Audits, Valuation, Sarbanes-Oxley, Private Equity, Restructuring, M&A experience, Financial Structuring, Private Placements, Corporate Development, Internal Controls, LBO, Asset Management, Capital Markets, Executive Management, Cash Management, Alternative Investments, Acquisition Integration, Strategy, Finance, Equities, Emerging Markets, Investments, Venture Capital, Treasury, Hedge Funds, Acquisitions, Leveraged Finance, Sarbanes-Oxley Act, Business Valuation, Cash Flow, Investor Relations, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of California, Los Angeles 1989 — 1994
B.A., Business Economics
Paul Sitarz's Morgan Stanley & Co. Experience 1983 - 2007
Job Managing Director at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial March 2015 - Present
Brownstone Investment Group December 2011 - May 2014
UBS Investment Bank March 2007 - 2011
Morgan Stanley & Co. 1983 - 2007
Chemical Bank 1982 - 1983
Hartford National Bank 1978 - 1981
Skills
Bonds, Series 7, Fixed Income, Capital Markets, Structured Products, Derivatives, FINRA, Investment Banking, Investments, Securities, Asset Management, Hedge Funds, Financial Risk, Series 63, Bloomberg, Trading, Risk Management, Management
Education
University of Pennsylvania - The Wharton School 1974 — 1978
BS, Finance
University of Pennsylvania - The Wharton School 1974 — 1978
BS Econ, Finance
Mesirow Financial March 2015 - Present
Brownstone Investment Group December 2011 - May 2014
UBS Investment Bank March 2007 - 2011
Morgan Stanley & Co. 1983 - 2007
Chemical Bank 1982 - 1983
Hartford National Bank 1978 - 1981
Skills
Bonds, Series 7, Fixed Income, Capital Markets, Structured Products, Derivatives, FINRA, Investment Banking, Investments, Securities, Asset Management, Hedge Funds, Financial Risk, Series 63, Bloomberg, Trading, Risk Management, Management
Education
University of Pennsylvania - The Wharton School 1974 — 1978
BS, Finance
University of Pennsylvania - The Wharton School 1974 — 1978
BS Econ, Finance
Jacob Labret's Morgan Stanley & Co. Experience February 2009 - Present
Job Associate at Morgan Stanley & Co.
Industry Investment Management
Experience
Morgan Stanley & Co. February 2009 - Present
Lazard Asset Management May 2008 - August 2008
Lazard Asset Management May 2007 - August 2007
Skills
Investments, Risk Management, MBS, Structured Products, Bonds, High Yield, Portfolio Optimization, ETFs, Portfolio Management, Investment Banking, Bloomberg
Education
Lehigh University - College of Business and Economics 2005 — 2008
Bachelor of Science (B.S.), Finance & Economics
Morgan Stanley & Co. February 2009 - Present
Lazard Asset Management May 2008 - August 2008
Lazard Asset Management May 2007 - August 2007
Skills
Investments, Risk Management, MBS, Structured Products, Bonds, High Yield, Portfolio Optimization, ETFs, Portfolio Management, Investment Banking, Bloomberg
Education
Lehigh University - College of Business and Economics 2005 — 2008
Bachelor of Science (B.S.), Finance & Economics
Denise Garrett's Morgan Stanley & Co. Experience July 2002 - Present
Job Executive Director at Morgan Stanley & Co.
Industry Investment Banking
Experience
Morgan Stanley & Co. July 2002 - Present
Morgan Stanley 2002 - 2012
American Stock Exchange August 1999 - July 2002
Skills
Equities, Investment Banking, Series 7, Capital Markets, Hedge Funds, Derivatives, Prime Brokerage, Trading Systems, Fixed Income, Dodd-Frank, Public Speaking, Series 55, Trade Reporting
Education
Pace University - Lubin School of Business 2001 — 2004
Master of Business Administration (MBA), Finance
Siena College 1995 — 1999
Bachelor of Science (BSc), Banking, Corporate, Finance, and Securities Law
Morgan Stanley & Co. July 2002 - Present
Morgan Stanley 2002 - 2012
American Stock Exchange August 1999 - July 2002
Skills
Equities, Investment Banking, Series 7, Capital Markets, Hedge Funds, Derivatives, Prime Brokerage, Trading Systems, Fixed Income, Dodd-Frank, Public Speaking, Series 55, Trade Reporting
Education
Pace University - Lubin School of Business 2001 — 2004
Master of Business Administration (MBA), Finance
Siena College 1995 — 1999
Bachelor of Science (BSc), Banking, Corporate, Finance, and Securities Law
Christopher Chow's Morgan Stanley & Co. Experience July 2006 - July 2008
Job Analyst at Park West Asset Management
Industry Venture Capital & Private Equity
Experience
Park West Asset Management April 2013 - Present
Kohlberg Kravis Roberts & Co. August 2010 - February 2013
Leonard Green & Partners August 2008 - July 2010
Morgan Stanley & Co. July 2006 - July 2008
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business, Statistics
Park West Asset Management April 2013 - Present
Kohlberg Kravis Roberts & Co. August 2010 - February 2013
Leonard Green & Partners August 2008 - July 2010
Morgan Stanley & Co. July 2006 - July 2008
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business, Statistics
Edward Garnett's Morgan Stanley & Co. Experience June 2006 - December 2006
Job Economist
Industry Government Administration
Experience
US Department of the Treasury December 2011 - Present
U.S. Department of the Treasury January 2011 - November 2011
US Department of the Treasury July 2007 - January 2011
U.S. Senator Charles E. Schumer January 2007 - May 2007
Morgan Stanley & Co June 2006 - December 2006
Skills
Economics, Macroeconomics, Policy Analysis, Finance, Public Policy, Econometrics, Policy
Education
The Johns Hopkins University 2007 — 2010
Master of Arts (M.A.), Applied Economics
Loyola University Maryland 2003 — 2007
B.A., Economics and Political Science
University of International Business and Economics 2005 — 2005
Study Abroad (China)
Regis High School 1999 — 2003
High School Diploma
US Department of the Treasury December 2011 - Present
U.S. Department of the Treasury January 2011 - November 2011
US Department of the Treasury July 2007 - January 2011
U.S. Senator Charles E. Schumer January 2007 - May 2007
Morgan Stanley & Co June 2006 - December 2006
Skills
Economics, Macroeconomics, Policy Analysis, Finance, Public Policy, Econometrics, Policy
Education
The Johns Hopkins University 2007 — 2010
Master of Arts (M.A.), Applied Economics
Loyola University Maryland 2003 — 2007
B.A., Economics and Political Science
University of International Business and Economics 2005 — 2005
Study Abroad (China)
Regis High School 1999 — 2003
High School Diploma
Thomas C. Frame's Morgan Stanley & Co. Experience 1996 - Present
Job Morgan Stanley & Co.
Industry Investment Management
Experience
Morgan Stanley & Co. 1996 - Present
Cheswick Investment Company 1992 - 1996
Merrill Lynch & Co. 1983 - 1991
Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Series 7, Wealth Management, Wealth Management..., Asset Managment, Equities
Education
University of Virginia 1979 — 1983
J.D. - M.B.A.
Brown University 1975 — 1979
A.B., Law and Society
Morgan Stanley & Co. 1996 - Present
Cheswick Investment Company 1992 - 1996
Merrill Lynch & Co. 1983 - 1991
Skills
Alternative Investments, Hedge Funds, Fixed Income, Asset Allocation, Series 7, Wealth Management, Wealth Management..., Asset Managment, Equities
Education
University of Virginia 1979 — 1983
J.D. - M.B.A.
Brown University 1975 — 1979
A.B., Law and Society
Brian Jones's Morgan Stanley & Co. Experience January 2005 - December 2007
Job President Investment Banking at RCS Advisory Services
Industry Real Estate
Experience
American Realty Capital September 2010 - Present
Robert W. Baird & Co. January 2008 - September 2010
Morgan Stanley & Co. January 2005 - December 2007
Coopers & Lybrand LLP January 1990 - January 1997
Skills
Investment Banking, Finance, Securities, Asset Management, Due Diligence, Valuation, Financial Modeling, Financial Services, Investment Properties, Investors, Investments, Mergers, Portfolio Management, Private Equity, Property, Capital Markets, Leases, Alternative Investments, Commercial Real Estate
Education
Golden Gate University 1991 — 1994
MSc, Taxation
University of California, Davis 1986 — 1990
BSc, Agricultural and Managerial Economics
American Realty Capital September 2010 - Present
Robert W. Baird & Co. January 2008 - September 2010
Morgan Stanley & Co. January 2005 - December 2007
Coopers & Lybrand LLP January 1990 - January 1997
Skills
Investment Banking, Finance, Securities, Asset Management, Due Diligence, Valuation, Financial Modeling, Financial Services, Investment Properties, Investors, Investments, Mergers, Portfolio Management, Private Equity, Property, Capital Markets, Leases, Alternative Investments, Commercial Real Estate
Education
Golden Gate University 1991 — 1994
MSc, Taxation
University of California, Davis 1986 — 1990
BSc, Agricultural and Managerial Economics
Arthur Lev's Morgan Stanley & Co. Experience June 1996 - June 2002
Job Chairman at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management April 2015 - Present
Morgan Stanley Investment Management February 2013 - April 2015
Morgan Stanley Investment Management February 2011 - April 2015
Morgan Stanley Investment Management November 2010 - February 2011
Morgan Stanley Investment Management December 2006 - November 2010
FrontPoint Partners LLC June 2002 - December 2006
Morgan Stanley & Co June 1996 - June 2002
Bankers Trust Company June 1993 - June 1996
Sullivan & Cromwell 1986 - 1990
Skills
Alternative Investments, Asset Management, Investments, Risk Management, Asset Managment, Hedge Funds, Securities, Capital Markets, Investment Management, Equities, Fixed Income, Strategy, Private Equity, Management, Trading, Portfolio Management, Derivatives, Mutual Funds, Investment Banking, Valuation, Bloomberg, Due Diligence
Education
Harvard Law School 1983 — 1986
JD
University of Southern California 1979 — 1983
AB, Political Science and Philosophy
Morgan Stanley Investment Management April 2015 - Present
Morgan Stanley Investment Management February 2013 - April 2015
Morgan Stanley Investment Management February 2011 - April 2015
Morgan Stanley Investment Management November 2010 - February 2011
Morgan Stanley Investment Management December 2006 - November 2010
FrontPoint Partners LLC June 2002 - December 2006
Morgan Stanley & Co June 1996 - June 2002
Bankers Trust Company June 1993 - June 1996
Sullivan & Cromwell 1986 - 1990
Skills
Alternative Investments, Asset Management, Investments, Risk Management, Asset Managment, Hedge Funds, Securities, Capital Markets, Investment Management, Equities, Fixed Income, Strategy, Private Equity, Management, Trading, Portfolio Management, Derivatives, Mutual Funds, Investment Banking, Valuation, Bloomberg, Due Diligence
Education
Harvard Law School 1983 — 1986
JD
University of Southern California 1979 — 1983
AB, Political Science and Philosophy
Belinda Blaine's Morgan Stanley & Co. Experience 2004 - Present
Job Executive Director Morgan Stanley & Co.
Industry Financial Services
Experience
Morgan Stanley & Co. 2004 - Present
Morgan Stanley International October 2002 - September 2004
US Securities and Exchange Commission 1997 - 2002
Skills
Securities Regulation
Education
Pomona College
BA
University of California, Los Angeles - School of Law
JD
Morgan Stanley & Co. 2004 - Present
Morgan Stanley International October 2002 - September 2004
US Securities and Exchange Commission 1997 - 2002
Skills
Securities Regulation
Education
Pomona College
BA
University of California, Los Angeles - School of Law
JD
John Cyr (cyr.john@yahoo.com)'s Morgan Stanley & Co. Experience March 1984 - February 2001
Job Registered Representative at Great Lakes Financial Partners, member of the John Hancock Financial Nework
Industry Financial Services
Experience
Great Lakes Financial Partners, member of the John Hancock Financial Nework June 2010 - Present
Financial Services March 2004 - April 2011
California Securities February 2001 - March 2004
Morgan Stanley & Co. March 1984 - February 2001
Education
The University of Chicago 1973 — 1978
MBA, Business Administration
Loyola University Chicago 1968 — 1973
BS, Management, Economics
Great Lakes Financial Partners, member of the John Hancock Financial Nework June 2010 - Present
Financial Services March 2004 - April 2011
California Securities February 2001 - March 2004
Morgan Stanley & Co. March 1984 - February 2001
Education
The University of Chicago 1973 — 1978
MBA, Business Administration
Loyola University Chicago 1968 — 1973
BS, Management, Economics
Ron Jendzejec's Morgan Stanley & Co. Experience March 2011 - Present
Job Vice President at Morgan Stanley & Co.
Industry Banking
Experience
Morgan Stanley & Co. March 2011 - Present
Birchwood Swim and Tennis Club, Inc. 2008 - 2014
Carver Federal Savings Bank May 2009 - April 2011
The Bank of New York Mellon 1999 - 2009
The Bank of New York 1994 - 1999
Fleet Bank 1991 - 1994
Dollar Dry Dock Bank 1988 - 1991
Skills
Relationship Management, Business Development, Risk Management, Auditing, Cash Flow, Credit, Financial Analysis, Commercial Lending, Banking, Commercial Banking, Loans, Portfolio Management, Underwriting, Mortgage Lending, Credit Analysis, Corporate Finance, Finance, Financial Modeling, Small Business Lending, Asset Managment
Education
Fordham Gabelli School of Business 1992 — 1997
MBA, Finance
Fairfield University 1982 — 1986
BS, Finance
Morgan Stanley & Co. March 2011 - Present
Birchwood Swim and Tennis Club, Inc. 2008 - 2014
Carver Federal Savings Bank May 2009 - April 2011
The Bank of New York Mellon 1999 - 2009
The Bank of New York 1994 - 1999
Fleet Bank 1991 - 1994
Dollar Dry Dock Bank 1988 - 1991
Skills
Relationship Management, Business Development, Risk Management, Auditing, Cash Flow, Credit, Financial Analysis, Commercial Lending, Banking, Commercial Banking, Loans, Portfolio Management, Underwriting, Mortgage Lending, Credit Analysis, Corporate Finance, Finance, Financial Modeling, Small Business Lending, Asset Managment
Education
Fordham Gabelli School of Business 1992 — 1997
MBA, Finance
Fairfield University 1982 — 1986
BS, Finance
Sandy Goodman's Morgan Stanley & Co. Experience 1985 - 1987
Job Philanthropreneur
Industry Philanthropy
Experience
The Movember Foundation January 2015 - Present
thrdPlace December 2014 - Present
ONEHOPE Wine August 2014 - Present
Western Asset Management April 1995 - August 2014
Bank of America Capital Management 1989 - 1995
Manufacturers Hanover Securities Corp 1987 - 1988
Morgan Stanley & Co 1985 - 1987
Skills
Philanthropy, Venture Philanthropy, Social Entrepreneurship, Fixed Income, Asset Management, Marketing, Portfolio Management, Mutual Funds, Closed-end Funds, Investments, Capital Markets, Investment Strategies, Asset Managment, Asset Allocation, Bonds, Investment Management, Strategy
Education
NOLS - National Outdoor Leadership School 2015 — 2015
WMI Wilderness First Aid Certification
University of Colorado at Boulder 1981 — 1985
Bachelor's Degree, Psychology
Semester at Sea 1983 — 1984
The Hotchkiss School 1979 — 1981
High School
The Movember Foundation January 2015 - Present
thrdPlace December 2014 - Present
ONEHOPE Wine August 2014 - Present
Western Asset Management April 1995 - August 2014
Bank of America Capital Management 1989 - 1995
Manufacturers Hanover Securities Corp 1987 - 1988
Morgan Stanley & Co 1985 - 1987
Skills
Philanthropy, Venture Philanthropy, Social Entrepreneurship, Fixed Income, Asset Management, Marketing, Portfolio Management, Mutual Funds, Closed-end Funds, Investments, Capital Markets, Investment Strategies, Asset Managment, Asset Allocation, Bonds, Investment Management, Strategy
Education
NOLS - National Outdoor Leadership School 2015 — 2015
WMI Wilderness First Aid Certification
University of Colorado at Boulder 1981 — 1985
Bachelor's Degree, Psychology
Semester at Sea 1983 — 1984
The Hotchkiss School 1979 — 1981
High School
Jason Whitney's Morgan Stanley & Co. Experience January 2000 - January 2008
Job Account Manager, North America at Vermilion Software
Industry Computer Software
Experience
Vermilion Software June 2015 - Present
Linedata January 2014 - May 2015
Linedata November 2010 - January 2014
Canaccord Adams February 2008 - October 2008
Morgan Stanley & Co January 2000 - January 2008
BankBoston January 1998 - August 2000
Skills
Options, Trading, Financial Services, Portfolio Management, Fixed Income, Mutual Funds, Settlement, Swaps, Management, Asset Management, Investments
Education
Boston College 2009 — 2010
MS, Adminstrative Studies
Boston College 1996 — 2000
BS, Business Management
Bentley University 1988 — 1991
Accounting
Vermilion Software June 2015 - Present
Linedata January 2014 - May 2015
Linedata November 2010 - January 2014
Canaccord Adams February 2008 - October 2008
Morgan Stanley & Co January 2000 - January 2008
BankBoston January 1998 - August 2000
Skills
Options, Trading, Financial Services, Portfolio Management, Fixed Income, Mutual Funds, Settlement, Swaps, Management, Asset Management, Investments
Education
Boston College 2009 — 2010
MS, Adminstrative Studies
Boston College 1996 — 2000
BS, Business Management
Bentley University 1988 — 1991
Accounting
calvin dong's Morgan Stanley & Co. Experience January 2007 - November 2008
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley & Co January 2007 - November 2008
Morgan Stanley & Co January 2005 - December 2006
Morgan Stanley & Co November 2000 - December 2004
Morgan Stanley & Co August 2002 - May 2004
Morgan Stanley & Co January 1999 - October 2000
Morgan Stanley & Co May 1997 - December 1998
National Financial Services Corp June 1995 - April 1997
Skills
Trading, Securities, Prime Brokerage, Operational Risk, Auditing, Settlement
Education
Baruch College, City University of New York (CUNY)
Business Adminsitration
Morgan Stanley & Co January 2007 - November 2008
Morgan Stanley & Co January 2005 - December 2006
Morgan Stanley & Co November 2000 - December 2004
Morgan Stanley & Co August 2002 - May 2004
Morgan Stanley & Co January 1999 - October 2000
Morgan Stanley & Co May 1997 - December 1998
National Financial Services Corp June 1995 - April 1997
Skills
Trading, Securities, Prime Brokerage, Operational Risk, Auditing, Settlement
Education
Baruch College, City University of New York (CUNY)
Business Adminsitration
Robert Calton's Morgan Stanley & Co. Experience June 1984 - June 1986
Job Managing Member, Summit Park
Industry Venture Capital & Private Equity
Experience
Summit Park January 2006 - Present
Wachovia Capital Partners January 2001 - December 2004
Bowles Hollowell Conner & Co. August 1989 - December 2000
Morgan Stanley Ventures June 1986 - June 1987
Morgan Stanley & Co. June 1984 - June 1986
Skills
Investments, Private Equity, LBO, Venture Capital, Corporate Development, Due Diligence, Valuation, Mergers & Acquisitions, Investment Banking, Private Placements, Mezzanine, Business Valuation, Financial Modeling, Corporate Finance, Leveraged Finance
Education
Harvard Business School 1987 — 1989
MBA
Southern Methodist University - Cox School of Business 1980 — 1984
BBA, Accounting, Finance
Summit Park January 2006 - Present
Wachovia Capital Partners January 2001 - December 2004
Bowles Hollowell Conner & Co. August 1989 - December 2000
Morgan Stanley Ventures June 1986 - June 1987
Morgan Stanley & Co. June 1984 - June 1986
Skills
Investments, Private Equity, LBO, Venture Capital, Corporate Development, Due Diligence, Valuation, Mergers & Acquisitions, Investment Banking, Private Placements, Mezzanine, Business Valuation, Financial Modeling, Corporate Finance, Leveraged Finance
Education
Harvard Business School 1987 — 1989
MBA
Southern Methodist University - Cox School of Business 1980 — 1984
BBA, Accounting, Finance
Debra Dalbora's Morgan Stanley & Co. Experience 1985 - 1995
Job Administrative Assistant
Industry Staffing and Recruiting
Experience
Integrated Resources Inc. December 2008 - Present
Versatech Consulting 2000 - 2008
Compass Advisors 1996 - 1999
Morgan Stanley & Co. 1985 - 1995
Shearson Lehman Brothers 1983 - 1988
Skills
Applicant Tracking..., Internet Recruiting, Technical Recruiting, Recruiting, Contract Recruitment, Talent Acquisition, Vendor Management, Sourcing, Temporary Staffing, Benefits Negotiation, Screening Resumes
Education
Broward College 1976 — 1978
Legal Secretarial Sciences
Piper High School 1973 — 1976
Business Administration
Integrated Resources Inc. December 2008 - Present
Versatech Consulting 2000 - 2008
Compass Advisors 1996 - 1999
Morgan Stanley & Co. 1985 - 1995
Shearson Lehman Brothers 1983 - 1988
Skills
Applicant Tracking..., Internet Recruiting, Technical Recruiting, Recruiting, Contract Recruitment, Talent Acquisition, Vendor Management, Sourcing, Temporary Staffing, Benefits Negotiation, Screening Resumes
Education
Broward College 1976 — 1978
Legal Secretarial Sciences
Piper High School 1973 — 1976
Business Administration
Herb Roseman's Morgan Stanley & Co. Experience January 1973 - January 1981
Job Adjunct Professor at Columbia University
Industry Education Management
Experience
Columbia University September 2007 - Present
Merrill Lynch January 1990 - January 2000
Investment Banking January 1981 - January 1990
Morgan Stanley & Co January 1973 - January 1981
Education
Columbia University in the City of New York 2001 — 2008
PhD, Philosophy
Columbia University
Graduate School of Arts and Sciences PhD; MPhil, Philosophy; Philosophy
Harvard Business School 1961 — 1963
MBA, Business Administration
University of Pennsylvania 1959 — 1961
MS, Physics
City College of New York 1955 — 1959
BS, Physics
Northeastern University
Graduate School of Arts, and Sciences
WWJHS
Columbia University September 2007 - Present
Merrill Lynch January 1990 - January 2000
Investment Banking January 1981 - January 1990
Morgan Stanley & Co January 1973 - January 1981
Education
Columbia University in the City of New York 2001 — 2008
PhD, Philosophy
Columbia University
Graduate School of Arts and Sciences PhD; MPhil, Philosophy; Philosophy
Harvard Business School 1961 — 1963
MBA, Business Administration
University of Pennsylvania 1959 — 1961
MS, Physics
City College of New York 1955 — 1959
BS, Physics
Northeastern University
Graduate School of Arts, and Sciences
WWJHS
Richard Daw's Morgan Stanley & Co. Experience October 1978 - June 1990
Job Insurance Agent at National Income Life Insurance Company
Industry Financial Services
Experience
National Income Life Insurance Company July 2015 - Present
Fidelity Investments February 2012 - June 2012
Fidelity Investments January 2010 - February 2012
Deutsche Bank May 2006 - May 2009
Pershing LLC August 2005 - May 2006
UBS Financial, Stamford August 2004 - August 2005
Fidelity Investments February 2004 - August 2004
Natexis Bleichroeder February 1997 - September 2003
Prudential Securities October 1990 - February 1997
Morgan Stanley & Co October 1978 - June 1990
Skills
Global Custody, Securities Lending, Settlements, Reconciliation, Euroclear, SWIFT, Dividends, Prime Brokerage, SWIFT payments, Settlement, Account Reconciliation, Securities, Equities, Corporate Actions, Financial Services, Trading, Back Office, Middle Office, Capital Markets, Fixed Income, Bloomberg, Hedge Funds
Education
State University of New York College at Geneseo 1974 — 1978
BA, Liberal Arts - History
State University of New York College at Geneseo
Bachelor's degree, History
National Income Life Insurance Company July 2015 - Present
Fidelity Investments February 2012 - June 2012
Fidelity Investments January 2010 - February 2012
Deutsche Bank May 2006 - May 2009
Pershing LLC August 2005 - May 2006
UBS Financial, Stamford August 2004 - August 2005
Fidelity Investments February 2004 - August 2004
Natexis Bleichroeder February 1997 - September 2003
Prudential Securities October 1990 - February 1997
Morgan Stanley & Co October 1978 - June 1990
Skills
Global Custody, Securities Lending, Settlements, Reconciliation, Euroclear, SWIFT, Dividends, Prime Brokerage, SWIFT payments, Settlement, Account Reconciliation, Securities, Equities, Corporate Actions, Financial Services, Trading, Back Office, Middle Office, Capital Markets, Fixed Income, Bloomberg, Hedge Funds
Education
State University of New York College at Geneseo 1974 — 1978
BA, Liberal Arts - History
State University of New York College at Geneseo
Bachelor's degree, History
Kathleen McNally-Reynolds's Morgan Stanley & Co. Experience January 2006 - February 2008
Job Minister of Social Media at SavvyRoo
Industry Internet
Experience
SavvyRoo February 2014 - Present
Goldman Sachs April 2010 - February 2014
Morgan Stanley & Co January 2006 - February 2008
Morgan Stanley December 2003 - December 2005
Skills
Mergers & Acquisitions, Basel II, Treasury, Treasury Management, Securities, Liquidity, Auditing, Analysis, Management, Cash Flow Forecasting, Economic Capital, Capital Markets, Fixed Income, Derivatives, Investment Banking, Equities, Hedge Funds, Prime Brokerage, Competitive Analysis, Financial Modeling, Risk Management
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, General Management, Finance, Dean's List
Baruch College 1988 — 1992
BBA, Finance/Accounting, Magna Cum Laude
SavvyRoo February 2014 - Present
Goldman Sachs April 2010 - February 2014
Morgan Stanley & Co January 2006 - February 2008
Morgan Stanley December 2003 - December 2005
Skills
Mergers & Acquisitions, Basel II, Treasury, Treasury Management, Securities, Liquidity, Auditing, Analysis, Management, Cash Flow Forecasting, Economic Capital, Capital Markets, Fixed Income, Derivatives, Investment Banking, Equities, Hedge Funds, Prime Brokerage, Competitive Analysis, Financial Modeling, Risk Management
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, General Management, Finance, Dean's List
Baruch College 1988 — 1992
BBA, Finance/Accounting, Magna Cum Laude
Jack Palazzo's Morgan Stanley & Co. Experience February 2007 - February 2009
Job Vice President Data Assurance Department
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ May 2013 - Present
The Bank of Tokyo-Mitsubishi UFJ, Ltd. February 2010 - April 2013
Morgan Stanley & Co February 2007 - February 2009
Morgan Stanley Trust February 2003 - February 2007
Morgan Stanley Trust October 2002 - February 2003
Snelling Personnel Services May 2000 - September 2001
Skills
Access, Business Objects, Crystal Reports, XP, Windows Server, VBA, DB2/SQL, Oracle SQL, SDLC, Windows XP, User Acceptance Testing, Risk Management, Integration, Fixed Income, Finance, Databases, Data Warehousing, Business Intelligence, Business Requirements, Business Analysis, Analysis
Education
Monmouth University 1997 — 2002
B.S, Business Economics
Christian Brothers Academy 1994 — 1997
HS
Bank of Tokyo-Mitsubishi UFJ May 2013 - Present
The Bank of Tokyo-Mitsubishi UFJ, Ltd. February 2010 - April 2013
Morgan Stanley & Co February 2007 - February 2009
Morgan Stanley Trust February 2003 - February 2007
Morgan Stanley Trust October 2002 - February 2003
Snelling Personnel Services May 2000 - September 2001
Skills
Access, Business Objects, Crystal Reports, XP, Windows Server, VBA, DB2/SQL, Oracle SQL, SDLC, Windows XP, User Acceptance Testing, Risk Management, Integration, Fixed Income, Finance, Databases, Data Warehousing, Business Intelligence, Business Requirements, Business Analysis, Analysis
Education
Monmouth University 1997 — 2002
B.S, Business Economics
Christian Brothers Academy 1994 — 1997
HS
H JOHN GILBERTSON's Morgan Stanley & Co. Experience 1985 - 1987
Job Goldman, Sachs & Co.
Industry Banking
Experience
Goldman, Sachs & Co. 1987 - Present
John G. Shedd Aquarium 2000 - Present
Rush University Medical Center 2011 - Present
Woodlands Academy 2004 - 2007
Kellogg School of Management 2000 - 2006
Morgan Stanley & Co. 1985 - 1987
Bain & Company 1982 - 1985
The Providence Journal 1978 - 1978
Skills
Investment Banking, Change Management, Private Equity, Banking, Financial Modeling, Capital Markets, New Business Development, Business Strategy, Equities, Valuation, Corporate Development, Due Diligence, Mergers & Acquisitions, Financial Analysis, Venture Capital, Corporate Finance
Education
Harvard Business School 1981 — 1983
Master of Business Administration (M.B.A.), Business Administration and General Management
Dartmouth College 1975 — 1979
AB, Political Economy
Goldman, Sachs & Co. 1987 - Present
John G. Shedd Aquarium 2000 - Present
Rush University Medical Center 2011 - Present
Woodlands Academy 2004 - 2007
Kellogg School of Management 2000 - 2006
Morgan Stanley & Co. 1985 - 1987
Bain & Company 1982 - 1985
The Providence Journal 1978 - 1978
Skills
Investment Banking, Change Management, Private Equity, Banking, Financial Modeling, Capital Markets, New Business Development, Business Strategy, Equities, Valuation, Corporate Development, Due Diligence, Mergers & Acquisitions, Financial Analysis, Venture Capital, Corporate Finance
Education
Harvard Business School 1981 — 1983
Master of Business Administration (M.B.A.), Business Administration and General Management
Dartmouth College 1975 — 1979
AB, Political Economy
Virginia Qu's Morgan Stanley & Co. Experience September 2006 - April 2010
Job Sr. Project Manager at JPMorgan Chase
Industry Investment Banking
Experience
J.P. Morgan Chase & Co. October 2013 - Present
CitiGroup May 2011 - September 2013
Barclays Capital April 2010 - May 2011
Morgan Stanley & Co. September 2006 - April 2010
J.P. Morgan Chase & Co. November 2000 - September 2006
Nexgenix, Inc. September 1999 - November 2000
Skills
Market Risk, Credit Risk, Risk Management, Financial Risk, Investment Banking, Banking, Trading, SDLC, Securitization, Fixed Income, Derivatives, Capital Markets, Finance, Equities, Trading Systems, FX Options, Interest Rate..., Regulatory Capital, Hedge Funds, Options, Middle Office
Education
Texas Tech University - Rawls College of Business 1998 — 1999
Masters, Management Information Systems
Texas Tech University - Rawls College of Business 1996 — 1998
Masters, Finance
J.P. Morgan Chase & Co. October 2013 - Present
CitiGroup May 2011 - September 2013
Barclays Capital April 2010 - May 2011
Morgan Stanley & Co. September 2006 - April 2010
J.P. Morgan Chase & Co. November 2000 - September 2006
Nexgenix, Inc. September 1999 - November 2000
Skills
Market Risk, Credit Risk, Risk Management, Financial Risk, Investment Banking, Banking, Trading, SDLC, Securitization, Fixed Income, Derivatives, Capital Markets, Finance, Equities, Trading Systems, FX Options, Interest Rate..., Regulatory Capital, Hedge Funds, Options, Middle Office
Education
Texas Tech University - Rawls College of Business 1998 — 1999
Masters, Management Information Systems
Texas Tech University - Rawls College of Business 1996 — 1998
Masters, Finance
Alex von Ziegesar's Morgan Stanley & Co. Experience 2000 - 2001
Job Financial Institutions Relationship Manager, Institutional Client Group
Industry Banking
Experience
BBVA Corporate and Investment Banking June 2007 - Present
Societe Generale 2004 - 2007
Bank of America 2001 - 2003
Morgan Stanley & CO 2000 - 2001
Citibank N 1999 - 2000
Skills
Derivatives, Equities, Investments, Credit, Banking, Due Diligence, Funding, Strategy, Business Development, Negotiation, Marketing, Sales, Management, Recruiting, Hedge Funds, Private Equity, Emerging Markets, Capital Markets, Private Banking, Portfolio Management
Education
Columbia University - School of International and Public Affairs 2003 — 2005
International Finance and Business, Economics - Business
University of Vermont 1994 — 1998
BA
Kent School
BBVA Corporate and Investment Banking June 2007 - Present
Societe Generale 2004 - 2007
Bank of America 2001 - 2003
Morgan Stanley & CO 2000 - 2001
Citibank N 1999 - 2000
Skills
Derivatives, Equities, Investments, Credit, Banking, Due Diligence, Funding, Strategy, Business Development, Negotiation, Marketing, Sales, Management, Recruiting, Hedge Funds, Private Equity, Emerging Markets, Capital Markets, Private Banking, Portfolio Management
Education
Columbia University - School of International and Public Affairs 2003 — 2005
International Finance and Business, Economics - Business
University of Vermont 1994 — 1998
BA
Kent School
Peter deVos's Morgan Stanley & Co. Experience August 1981 - March 1988
Job Chairman & CEO of Tennessee Valley Infrastructure Group and of American Helios Constructors, LLC
Industry Construction
Experience
American Helios Constructors, LLC August 2012 - Present
Tennessee Valley Infrastructure Group August 2009 - Present
RBC Capital Markets 2001 - 2009
Dain Rauscher Wessels April 2000 - January 2001
Stephens Inc. October 1997 - January 2000
Alex. Brown & Sons April 1988 - October 1997
Morgan Stanley & Co. August 1981 - March 1988
United States Navy---Nuclear Submarine Officer March 1973 - July 1979
Skills
Financial Modeling, Due Diligence, Valuation, Investment Banking, Mergers & Acquisitions, Corporate Finance, Investments, Capital Markets, Venture Capital, Management, Strategic Planning, Financial Analysis, Private Equity, Corporate Development, Equities, Renewable Energy, Asset Management, Energy, Business Strategy
Education
Stanford Graduate School of Business 1979 — 1981
MBA
United States Naval Academy 1967 — 1971
BS, Mechanical Engineering
American Helios Constructors, LLC August 2012 - Present
Tennessee Valley Infrastructure Group August 2009 - Present
RBC Capital Markets 2001 - 2009
Dain Rauscher Wessels April 2000 - January 2001
Stephens Inc. October 1997 - January 2000
Alex. Brown & Sons April 1988 - October 1997
Morgan Stanley & Co. August 1981 - March 1988
United States Navy---Nuclear Submarine Officer March 1973 - July 1979
Skills
Financial Modeling, Due Diligence, Valuation, Investment Banking, Mergers & Acquisitions, Corporate Finance, Investments, Capital Markets, Venture Capital, Management, Strategic Planning, Financial Analysis, Private Equity, Corporate Development, Equities, Renewable Energy, Asset Management, Energy, Business Strategy
Education
Stanford Graduate School of Business 1979 — 1981
MBA
United States Naval Academy 1967 — 1971
BS, Mechanical Engineering
Peter Ray, PMP's Morgan Stanley & Co. Experience April 2000 - April 2002
Job Director, Program Manager |Strategic Initiatives, Financial Services
Industry Financial Services
Experience
TD Securities (USA) LLC August 2010 - August 2014
JP Morgan June 2008 - August 2010
Bear Stearns & Co December 2004 - June 2008
MSCI Barra April 2002 - December 2004
Morgan Stanley & Co April 2000 - April 2002
Fidelity Investments Corp June 1993 - April 2000
Skills
Program Management, Project Management, PMLC, SDLC, Project Portfolio..., Change Management, New Business Development, Strategic Planning, Budget Forecasts, Fixed Income, Fixed Income Electronic..., Treasury Market Best..., Capital Markets, Equities, Derivatives, Portfolio Management, Securities, Risk Management, Series 7, Structured Retail..., Globalization, Network Aggregation, MBS Repo, PnL Attribution, Dodd-Frank, SEF, Primary Dealer, PMP, Market Pricing, Prime Brokerage, Operations Management, Fixed Income Indices, Integration, Loan Origination, Underwriting, Lead Change, Business Analysis, Acquisition Integration, Financial Services, Management, Finance, Business Process..., Trade Life Cycle
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2001
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1993 — 1995
BS, Finance
TD Securities (USA) LLC August 2010 - August 2014
JP Morgan June 2008 - August 2010
Bear Stearns & Co December 2004 - June 2008
MSCI Barra April 2002 - December 2004
Morgan Stanley & Co April 2000 - April 2002
Fidelity Investments Corp June 1993 - April 2000
Skills
Program Management, Project Management, PMLC, SDLC, Project Portfolio..., Change Management, New Business Development, Strategic Planning, Budget Forecasts, Fixed Income, Fixed Income Electronic..., Treasury Market Best..., Capital Markets, Equities, Derivatives, Portfolio Management, Securities, Risk Management, Series 7, Structured Retail..., Globalization, Network Aggregation, MBS Repo, PnL Attribution, Dodd-Frank, SEF, Primary Dealer, PMP, Market Pricing, Prime Brokerage, Operations Management, Fixed Income Indices, Integration, Loan Origination, Underwriting, Lead Change, Business Analysis, Acquisition Integration, Financial Services, Management, Finance, Business Process..., Trade Life Cycle
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2001
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1993 — 1995
BS, Finance
Roger Leaf's Morgan Stanley & Co. Experience 1981 - 1984
Job
Industry Financial Services
Experience
Pershing 1997 - 2010
Credit Suisse 1990 - 1993
CS First Boston 1984 - 1990
Morgan Stanley & Co. 1981 - 1984
Education
NYU Stern School of Business 1974 — 1977
Master of Business Administration (MBA), Finance, General
Heidelberg University 1965 — 1968
Bachelor of Arts (BA), Economics
Pershing 1997 - 2010
Credit Suisse 1990 - 1993
CS First Boston 1984 - 1990
Morgan Stanley & Co. 1981 - 1984
Education
NYU Stern School of Business 1974 — 1977
Master of Business Administration (MBA), Finance, General
Heidelberg University 1965 — 1968
Bachelor of Arts (BA), Economics
Jamie Colucci's Morgan Stanley & Co. Experience January 1994 - November 1996
Job Recruiter at PEACE, Inc.
Industry Human Resources
Experience
PEACE, Inc. December 1999 - Present
Rent-A-Vision February 1997 - November 1999
Morgan Stanley & Co. January 1994 - November 1996
Skills
Career Development, Recruiting, Fundraising, Resume Writing, Interviews, Public Speaking, Leadership Development, Applicant Tracking..., Conflict Resolution, Training, Onboarding, Staff Development, Community Outreach, Nonprofits, Deferred Compensation, Customer Service, Employee Relations, Data Analysis, Chairing Committees, Facilitating Meetings, Negotiation
Education
NYS School of Industrial and Labor Relations, Cornell University 1991 — 1993
Master's degree, Industrial & Labor Relations
University of Rochester 1987 — 1991
Bachelor of Arts, Cognitive Science / Management Studies
PEACE, Inc. December 1999 - Present
Rent-A-Vision February 1997 - November 1999
Morgan Stanley & Co. January 1994 - November 1996
Skills
Career Development, Recruiting, Fundraising, Resume Writing, Interviews, Public Speaking, Leadership Development, Applicant Tracking..., Conflict Resolution, Training, Onboarding, Staff Development, Community Outreach, Nonprofits, Deferred Compensation, Customer Service, Employee Relations, Data Analysis, Chairing Committees, Facilitating Meetings, Negotiation
Education
NYS School of Industrial and Labor Relations, Cornell University 1991 — 1993
Master's degree, Industrial & Labor Relations
University of Rochester 1987 — 1991
Bachelor of Arts, Cognitive Science / Management Studies
Matthew Hind's Morgan Stanley & Co. Experience July 2001 - Present
Job Executive Director at Morgan Stanley & Co
Industry Investment Banking
Dion Griffin CPA's Morgan Stanley & Co. Experience January 1986 - January 1988
Job Experienced Accounting Finance Professional
Industry Accounting
Experience
Hayward Area Historical Society January 2011 - August 2014
Kenyon Ranch January 2005 - August 2010
Redox Technology Corporation June 2004 - December 2004
Harbor Bay Business Park Association November 1988 - May 2004
Morgan Stanley & Co January 1986 - January 1988
Arthur Andersen & Co January 1983 - January 1986
Skills
Accounting, Finance, Financial Statements, Human Resources
Education
University of California, Berkeley 1978 — 1983
Bachelors of Science, Business Administration
Hayward Area Historical Society January 2011 - August 2014
Kenyon Ranch January 2005 - August 2010
Redox Technology Corporation June 2004 - December 2004
Harbor Bay Business Park Association November 1988 - May 2004
Morgan Stanley & Co January 1986 - January 1988
Arthur Andersen & Co January 1983 - January 1986
Skills
Accounting, Finance, Financial Statements, Human Resources
Education
University of California, Berkeley 1978 — 1983
Bachelors of Science, Business Administration
William Wallace's Morgan Stanley & Co. Experience September 1980 - September 1994
Job Managing Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan November 1996 - Present
Federal Home Loan Banks November 1995 - November 1996
Morgan Stanley & Co. September 1980 - September 1994
First Pennco Securities, Inc. June 1976 - September 1980
Mellon Bank, N.A. April 1974 - June 1976
United States Army June 1970 - April 1974
Skills
Management, Investments, Financial Modeling, Risk Management, Corporate Finance, Mergers & Acquisitions, Finance, Derivatives, Leadership, Due Diligence
Education
Middlebury College 1966 — 1970
A.B., American History
J.P. Morgan November 1996 - Present
Federal Home Loan Banks November 1995 - November 1996
Morgan Stanley & Co. September 1980 - September 1994
First Pennco Securities, Inc. June 1976 - September 1980
Mellon Bank, N.A. April 1974 - June 1976
United States Army June 1970 - April 1974
Skills
Management, Investments, Financial Modeling, Risk Management, Corporate Finance, Mergers & Acquisitions, Finance, Derivatives, Leadership, Due Diligence
Education
Middlebury College 1966 — 1970
A.B., American History
John Lazzaro's Morgan Stanley & Co. Experience February 1996 - February 1997
Job Financial Services Professional
Industry Financial Services
Experience
NATIONAL SPECIALTY PUBLICATIONS January 2010 - March 2010
GUARDIAN LIFE INSURANCE COMPANY January 2009 - June 2009
Edgetrade Inc September 2005 - December 2008
PERSHING, LLC February 2005 - September 2005
BERMAN, LLC March 2002 - April 2004
LEHMAN BROTHERS, INC September 1998 - February 2001
Fidelity Investments February 1997 - August 1998
MORGAN STANLEY & CO February 1996 - February 1997
MORGAN STANLEY May 1993 - February 1996
Education
University @ Albany 1988 — 1992
BA, English, Economics
University at Albany, SUNY
Bachelor of Arts, English
NATIONAL SPECIALTY PUBLICATIONS January 2010 - March 2010
GUARDIAN LIFE INSURANCE COMPANY January 2009 - June 2009
Edgetrade Inc September 2005 - December 2008
PERSHING, LLC February 2005 - September 2005
BERMAN, LLC March 2002 - April 2004
LEHMAN BROTHERS, INC September 1998 - February 2001
Fidelity Investments February 1997 - August 1998
MORGAN STANLEY & CO February 1996 - February 1997
MORGAN STANLEY May 1993 - February 1996
Education
University @ Albany 1988 — 1992
BA, English, Economics
University at Albany, SUNY
Bachelor of Arts, English
Jack Byrnes's Morgan Stanley & Co. Experience 1989 - 1996
Job Financial Advisor to Hospitals and Hospital Systems
Industry Financial Services
Experience
Public Financial Management, Inc 2010 - Present
Hospital Billing & Collection Services 1999 - 2009
Oncogenetics, Inc 1997 - 1999
Morgan Stanley & Co 1989 - 1996
Paine Webber, Inc. (now UBS) 1978 - 1989
Skills
Bonds
Education
Rutgers, The State University of New Jersey - Rutgers Business School
BA & MBA, Economics (BA), Finance & Marketing(MBA)
Public Financial Management, Inc 2010 - Present
Hospital Billing & Collection Services 1999 - 2009
Oncogenetics, Inc 1997 - 1999
Morgan Stanley & Co 1989 - 1996
Paine Webber, Inc. (now UBS) 1978 - 1989
Skills
Bonds
Education
Rutgers, The State University of New Jersey - Rutgers Business School
BA & MBA, Economics (BA), Finance & Marketing(MBA)
Robert Nosworthy's Morgan Stanley & Co. Experience June 1983 - October 1990
Job Experienced Head of Operations seeking new opportunities
Industry Financial Services
Experience
Tiedemann Investment Group August 2000 - November 2011
Morgan Stanley Prime Brokerage October 1990 - August 2000
Morgan Stanley & Co June 1983 - October 1990
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Prime Brokerage, Middle Office, Fixed Income, Securities, Options, Derivatives, Emerging Markets, Swaps, Equity Derivatives, Securities Lending, Corporate Actions, Back Office, FX Options, Settlement, Financial Services, Bonds, Financial Markets
Education
Long Island University, C.W. Post Campus 1980 — 1983
Bachelor of Business Administration (BBA), Business Administration and Management, General
Tiedemann Investment Group August 2000 - November 2011
Morgan Stanley Prime Brokerage October 1990 - August 2000
Morgan Stanley & Co June 1983 - October 1990
Skills
Hedge Funds, Alternative Investments, Equities, Asset Managment, Prime Brokerage, Middle Office, Fixed Income, Securities, Options, Derivatives, Emerging Markets, Swaps, Equity Derivatives, Securities Lending, Corporate Actions, Back Office, FX Options, Settlement, Financial Services, Bonds, Financial Markets
Education
Long Island University, C.W. Post Campus 1980 — 1983
Bachelor of Business Administration (BBA), Business Administration and Management, General
Jay McLee's Morgan Stanley & Co. Experience September 2004 - April 2007
Job Attorney
Industry Law Practice
Experience
The Law Office of Joseph J. Conte September 2012 - Present
CMS Partners, LLC September 2012 - Present
BNP Paribas February 2011 - August 2012
Bank of America Merrill Lynch July 2007 - October 2010
Morgan Stanley & Co. September 2004 - April 2007
Goldman Sachs March 1999 - September 2004
Skills
Equities, Trading, Electronic Trading, Financial Services, Options, Commodity, Management, CRM, Training, Proprietary Trading, Negotiation, Legal Writing, Real Estate Transactions, Estate Planning, Securities Regulation, Portfolio Management, Finance
Education
Touro College Jacob D. Fuchsberg Law Center 2003 — 2006
Juris Doctor
Hofstra University 1999 — 2001
Bachelor of Arts (B.A.), Psychology
The Law Office of Joseph J. Conte September 2012 - Present
CMS Partners, LLC September 2012 - Present
BNP Paribas February 2011 - August 2012
Bank of America Merrill Lynch July 2007 - October 2010
Morgan Stanley & Co. September 2004 - April 2007
Goldman Sachs March 1999 - September 2004
Skills
Equities, Trading, Electronic Trading, Financial Services, Options, Commodity, Management, CRM, Training, Proprietary Trading, Negotiation, Legal Writing, Real Estate Transactions, Estate Planning, Securities Regulation, Portfolio Management, Finance
Education
Touro College Jacob D. Fuchsberg Law Center 2003 — 2006
Juris Doctor
Hofstra University 1999 — 2001
Bachelor of Arts (B.A.), Psychology
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS