Morgan Stanley & Co. Inc.
Industry: Company
DescriptionHeadquarters: New York City, NY Founded: 1969 Subsidiaries: ConvertBond.com, Parent organizations: Morgan Stanley, Morgan Stanley Domestic Holdings Inc Founders: Henry Sturgis Morgan, Dean G. Witter, Richard S. Reynolds, Jr.
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Morgan Stanley & Co. Inc. Employees
Employee
Years
Job
Industry
Ryan Fowley Ryan Fowley's Morgan Stanley & Co. Inc. Experience January 2000 - January 2002
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
Dan Antolos Dan Antolos's Morgan Stanley & Co. Inc. Experience 1988 - 1998
Job Project Manager at JLL
Industry Management Consulting
Experience
Jones Lang LaSalle Project ManagerJLLApril 2010 - Present
Morgan Stanley 2005 - 2008
MORGAN STANLEY & Co., Inc., New York, N.Y. 1998 - 2005
MORGAN STANLEY & Co., Inc. 1988 - 1998
Melville Corporation 1987 - 1988
Skills
Feasibility Studies, Construction Management, Leases, Real Estate Development, Corporate Real Estate, Commercial Real Estate, Submittals, Interior Design, Contract Management, Negotiation, Property Management, LEED, Facilities Management, Location Intelligence, Contract Negotiation, Project Coordination, Real Estate Transactions, Space planning, Pre-construction, Disposition, Construction, Dispositions, LEED AP, Space Planning
Education
New York Institute of Technology 1981 — 1986
Bachelor's Degree, Architecture
Jones Lang LaSalle Project ManagerJLLApril 2010 - Present
Morgan Stanley 2005 - 2008
MORGAN STANLEY & Co., Inc., New York, N.Y. 1998 - 2005
MORGAN STANLEY & Co., Inc. 1988 - 1998
Melville Corporation 1987 - 1988
Skills
Feasibility Studies, Construction Management, Leases, Real Estate Development, Corporate Real Estate, Commercial Real Estate, Submittals, Interior Design, Contract Management, Negotiation, Property Management, LEED, Facilities Management, Location Intelligence, Contract Negotiation, Project Coordination, Real Estate Transactions, Space planning, Pre-construction, Disposition, Construction, Dispositions, LEED AP, Space Planning
Education
New York Institute of Technology 1981 — 1986
Bachelor's Degree, Architecture
Vanessa Edwards-El, CMP Vanessa Edwards-El, CMP's Morgan Stanley & Co. Inc. Experience 1994 - 1995
Job Certified Meeting Professional
Industry Insurance
Experience
The Event Strategist December 2008 - Present
Financial Guaranty Insurance Company September 2006 - December 2008
Financial Security Assurance Inc. 1997 - 2006
Morgan Stanley & Co. Inc. 1994 - 1995
Skills
Event Planning, Event Management, Corporate Events, Registration, Meeting Planning, Medical Meetings, Conference Production, Trade Shows, A/V Installation, Exhibit Preparation, Sponsorship Relations, Sponsorship Activation, Vendor Management, Video Editing, Conference Programming, Travel Management, Risk Management, Structured Finance, Portfolio Management, Public Finance, Insurance, MBS, Business Analysis, Project Management, Credit Risk, Bloomberg, Bonds, Financial Analysis, ABS, Credit Analysis, Financial Risk
Education
University of Phoenix
Business Management
The Event Strategist December 2008 - Present
Financial Guaranty Insurance Company September 2006 - December 2008
Financial Security Assurance Inc. 1997 - 2006
Morgan Stanley & Co. Inc. 1994 - 1995
Skills
Event Planning, Event Management, Corporate Events, Registration, Meeting Planning, Medical Meetings, Conference Production, Trade Shows, A/V Installation, Exhibit Preparation, Sponsorship Relations, Sponsorship Activation, Vendor Management, Video Editing, Conference Programming, Travel Management, Risk Management, Structured Finance, Portfolio Management, Public Finance, Insurance, MBS, Business Analysis, Project Management, Credit Risk, Bloomberg, Bonds, Financial Analysis, ABS, Credit Analysis, Financial Risk
Education
University of Phoenix
Business Management
Allan Barall Allan Barall's Morgan Stanley & Co. Inc. Experience 1996 - 1999
Job Chief Strategist & Management Consulting Executive – Business Intelligence, Strategy, Transformation
Industry Management Consulting
Experience
Barall & Company February 2015 - Present
Booz Allen Hamilton 2005 - Present
United States Army Reserve 1995 - Present
United States Army 2001 - 2005
US Army - Special Operations Command Europe 2001 - 2004
Twenty-First Securities Corporation 2001 - 2001
Morgan Stanley & Co., Inc. 1996 - 1999
US Army 1991 - 1995
Skills
Program Management, Strategy, DoD, Leadership, Change Management, Security Clearance, Strategic Planning, Performance Management, Military, Project Management, Defense, National Security, Management, Intelligence, Special Operations, Training, Intelligence Community, Project Planning, Portfolio Management, Command, CRM, Business Transformation, Business Development, Business Planning, Team Building, Management Consulting, Department of Defense, Strategy Execution, Government, Intelligence Operations, Leadership Development, Business Process..., Capability portfolio..., Strategy development, Capability, Governance, Project Portfolio..., Human Capital, Cross-functional Team..., IT Strategy, Business Analysis, Top Secret, Strategic Consulting, Business Process..., Military Decision..., Strategy execution..., Business Intelligence, Counterterrorism
Education
Georgetown University - The McDonough School of Business 2012 — 2012
Change Management Advanced Practicioner (CMAP), graduate-level executive certificate
New York University - Leonard N. Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance, Statistics & Operations Research
New York University - Leonard N. Stern School of Business 1987 — 1991
Bachelor of Science (BS), General Business
United Stated Army, Training and Doctrine Command
Barall & Company February 2015 - Present
Booz Allen Hamilton 2005 - Present
United States Army Reserve 1995 - Present
United States Army 2001 - 2005
US Army - Special Operations Command Europe 2001 - 2004
Twenty-First Securities Corporation 2001 - 2001
Morgan Stanley & Co., Inc. 1996 - 1999
US Army 1991 - 1995
Skills
Program Management, Strategy, DoD, Leadership, Change Management, Security Clearance, Strategic Planning, Performance Management, Military, Project Management, Defense, National Security, Management, Intelligence, Special Operations, Training, Intelligence Community, Project Planning, Portfolio Management, Command, CRM, Business Transformation, Business Development, Business Planning, Team Building, Management Consulting, Department of Defense, Strategy Execution, Government, Intelligence Operations, Leadership Development, Business Process..., Capability portfolio..., Strategy development, Capability, Governance, Project Portfolio..., Human Capital, Cross-functional Team..., IT Strategy, Business Analysis, Top Secret, Strategic Consulting, Business Process..., Military Decision..., Strategy execution..., Business Intelligence, Counterterrorism
Education
Georgetown University - The McDonough School of Business 2012 — 2012
Change Management Advanced Practicioner (CMAP), graduate-level executive certificate
New York University - Leonard N. Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance, Statistics & Operations Research
New York University - Leonard N. Stern School of Business 1987 — 1991
Bachelor of Science (BS), General Business
United Stated Army, Training and Doctrine Command
Mauricio Beugelmans's Morgan Stanley & Co. Inc. Experience June 2005 - May 2009
Job Partner at Beugelmans, LLP
Industry Law Practice
Experience
Beugelmans, LLP May 2009 - Present
Morgan Stanley & Co. Inc. June 2005 - May 2009
Steefel, Levitt & Weiss September 2004 - June 2005
Morgan Stanley October 2002 - September 2004
Charles Schwab August 1999 - September 2002
Skills
Securities Regulation, FINRA, Securities, Commercial Litigation, Securities Litigation, Arbitration, Internal Investigations, Mergers, Corporate Governance, Broker-Dealer, Corporate Law, Trials, Litigation, Hedge Funds, SEC, International..., Financial Services, Private Placements, Capital Markets, AML, Intellectual Property, Series 7, Mergers & Acquisitions, Series 24, Alternative Investments, Legal Research, Investment Advisory, Financial Regulation, FCPA, Mediation, Joint Ventures, Licensing, Mutual Funds, Private Equity, Class Actions, Fraud, Financial Institutions, Bankruptcy, Dispute Resolution, Estate Planning, Civil Litigation, Dodd-Frank, Privacy Law, Due Diligence, Legal Compliance, Trade Secrets, Legal Writing, Appeals, Litigation Management, Employment Law
Education
Golden Gate University, School of Law 1996 — 1998
JD, Law
University of California, Santa Cruz 1991 — 1995
BA, Politics
University of Sussex 1993 — 1994
European Politics
Beugelmans, LLP May 2009 - Present
Morgan Stanley & Co. Inc. June 2005 - May 2009
Steefel, Levitt & Weiss September 2004 - June 2005
Morgan Stanley October 2002 - September 2004
Charles Schwab August 1999 - September 2002
Skills
Securities Regulation, FINRA, Securities, Commercial Litigation, Securities Litigation, Arbitration, Internal Investigations, Mergers, Corporate Governance, Broker-Dealer, Corporate Law, Trials, Litigation, Hedge Funds, SEC, International..., Financial Services, Private Placements, Capital Markets, AML, Intellectual Property, Series 7, Mergers & Acquisitions, Series 24, Alternative Investments, Legal Research, Investment Advisory, Financial Regulation, FCPA, Mediation, Joint Ventures, Licensing, Mutual Funds, Private Equity, Class Actions, Fraud, Financial Institutions, Bankruptcy, Dispute Resolution, Estate Planning, Civil Litigation, Dodd-Frank, Privacy Law, Due Diligence, Legal Compliance, Trade Secrets, Legal Writing, Appeals, Litigation Management, Employment Law
Education
Golden Gate University, School of Law 1996 — 1998
JD, Law
University of California, Santa Cruz 1991 — 1995
BA, Politics
University of Sussex 1993 — 1994
European Politics
John Mack's Morgan Stanley & Co. Inc. Experience 1994 - 1995
Job Software marketing, alliances and customer success
Industry Information Technology and Services
Experience
Zementis 2014 - Present
Zementis 2014 - 2014
Accenture 2012 - 2013
Aptos LLC 2008 - 2012
Cisco Systems, Inc. 2010 - 2011
The Parthenon Group LLC (historically affiliated with Bain & Company) 2007 - 2008
Deloitte Consulting LLP 2005 - 2007
Accenture Inc. / Andersen Consulting LLP 2000 - 2005
Honeywell Aerospace 1995 - 1998
Morgan Stanley & Co., Inc. 1994 - 1995
Skills
Strategy, Management Consulting, Business Strategy, Competitive Analysis, Analytics, Management, Consulting, Acquisition Integration, Corporate Development, Leadership, Financial Modeling, Corporate Strategy..., SaaS, Go-to-market Strategy, Cloud Computing, Process Improvement, Wireless, Analysis, Enterprise Software, Business Transformation, Private Equity, Due Diligence, Business Intelligence, Wireless Mobility, Mobile Applications, Business Process..., Corporate Finance, Strategic Partnerships, Market Entry, IT Strategy, Valuation, Big Data, IaaS, PaaS, Business Development, Mergers & Acquisitions, Start-ups, Product Management, Product Marketing, Marketing, Predictive Analytics
Education
Duke University - The Fuqua School of Business
MBA
Claremont McKenna College
BA, Economics / International Relations
South Pasadena High School
Zementis 2014 - Present
Zementis 2014 - 2014
Accenture 2012 - 2013
Aptos LLC 2008 - 2012
Cisco Systems, Inc. 2010 - 2011
The Parthenon Group LLC (historically affiliated with Bain & Company) 2007 - 2008
Deloitte Consulting LLP 2005 - 2007
Accenture Inc. / Andersen Consulting LLP 2000 - 2005
Honeywell Aerospace 1995 - 1998
Morgan Stanley & Co., Inc. 1994 - 1995
Skills
Strategy, Management Consulting, Business Strategy, Competitive Analysis, Analytics, Management, Consulting, Acquisition Integration, Corporate Development, Leadership, Financial Modeling, Corporate Strategy..., SaaS, Go-to-market Strategy, Cloud Computing, Process Improvement, Wireless, Analysis, Enterprise Software, Business Transformation, Private Equity, Due Diligence, Business Intelligence, Wireless Mobility, Mobile Applications, Business Process..., Corporate Finance, Strategic Partnerships, Market Entry, IT Strategy, Valuation, Big Data, IaaS, PaaS, Business Development, Mergers & Acquisitions, Start-ups, Product Management, Product Marketing, Marketing, Predictive Analytics
Education
Duke University - The Fuqua School of Business
MBA
Claremont McKenna College
BA, Economics / International Relations
South Pasadena High School
Bonny Joy Schwenke Carmicino Bonny Joy Schwenke Carmicino's Morgan Stanley & Co. Inc. Experience 1988 - 1991
Job Independent Apparel & Fashion Professional
Industry Apparel & Fashion
Experience
Self-Employed 2000 - Present
Hermitage Heart, Inc. 2014 - Present
EZsize.com 2000 - 2000
Pitney Hardin Kipp & Szuch 1998 - 1999
Esanu Katsky Korins & Siger 1995 - 1998
Kelley Drye & Warren 1994 - 1995
Brown Raysman & Millstein 1993 - 1993
Speed & Chiappone 1992 - 1992
Morgan Stanley & Co., Inc. 1988 - 1991
The Fabric Place 1985 - 1986
Skills
Tailoring, Fit, Textiles, Garment Fitting, Fashion, Apparel, Pattern, Fashion Design, Styling, Trend, Design Patterns, Sewing, Trend Analysis, Illustrator, Start-ups
Education
New York University School of Law 1991 — 1994
Juris Doctor (J.D.)
Massachusetts Institute of Technology 1982 — 1988
Bachelor's Degree, Philosophy
Fashion Institute of Technology 1994 — 1999
Associate in Applied Science, summa cum laude, Fashion Design
Self-Employed 2000 - Present
Hermitage Heart, Inc. 2014 - Present
EZsize.com 2000 - 2000
Pitney Hardin Kipp & Szuch 1998 - 1999
Esanu Katsky Korins & Siger 1995 - 1998
Kelley Drye & Warren 1994 - 1995
Brown Raysman & Millstein 1993 - 1993
Speed & Chiappone 1992 - 1992
Morgan Stanley & Co., Inc. 1988 - 1991
The Fabric Place 1985 - 1986
Skills
Tailoring, Fit, Textiles, Garment Fitting, Fashion, Apparel, Pattern, Fashion Design, Styling, Trend, Design Patterns, Sewing, Trend Analysis, Illustrator, Start-ups
Education
New York University School of Law 1991 — 1994
Juris Doctor (J.D.)
Massachusetts Institute of Technology 1982 — 1988
Bachelor's Degree, Philosophy
Fashion Institute of Technology 1994 — 1999
Associate in Applied Science, summa cum laude, Fashion Design
Corey Townsend, Esq. Corey Townsend, Esq.'s Morgan Stanley & Co. Inc. Experience 2003 - 2005
Job Business Development Officer, Government Guaranteed Lending at Ameris Bank
Industry Banking
Experience
Ameris Bank January 2014 - Present
Townsend and Company, LLC April 2012 - Present
Merrill Lynch & Co., Inc November 2005 - April 2012
Morgan Stanley & Co., Inc 2003 - 2005
Internal Revenue Service September 2001 - September 2002
MetLife October 1996 - August 1998
Skills
Commercial Lending, Loan Origination, SBA, Portfolio Management, Asset Management, Valuation, Financial Analysis, Asset Managment, Due Diligence, Securities, Bloomberg Terminal, Investment Banking, Credit, Credit Analysis, Financial Modeling, Private Equity, Business Valuation, Capital Markets, Corporate Finance, DCF, Series 7, Capital Structure, Thomson One, Capital Budgeting, Dispute Resolution, NMLS Licensed, Venture Capital, Finance, Banking, Loans, Thompson One
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2011
Masters Science, Finance
Thurgood Marshall School of Law 1998 — 2001
Juris Doctor, Law
Auburn University 1992 — 1996
Bachelor of Arts, Economics
Ameris Bank January 2014 - Present
Townsend and Company, LLC April 2012 - Present
Merrill Lynch & Co., Inc November 2005 - April 2012
Morgan Stanley & Co., Inc 2003 - 2005
Internal Revenue Service September 2001 - September 2002
MetLife October 1996 - August 1998
Skills
Commercial Lending, Loan Origination, SBA, Portfolio Management, Asset Management, Valuation, Financial Analysis, Asset Managment, Due Diligence, Securities, Bloomberg Terminal, Investment Banking, Credit, Credit Analysis, Financial Modeling, Private Equity, Business Valuation, Capital Markets, Corporate Finance, DCF, Series 7, Capital Structure, Thomson One, Capital Budgeting, Dispute Resolution, NMLS Licensed, Venture Capital, Finance, Banking, Loans, Thompson One
Education
Georgia State University - J. Mack Robinson College of Business 2011 — 2011
Masters Science, Finance
Thurgood Marshall School of Law 1998 — 2001
Juris Doctor, Law
Auburn University 1992 — 1996
Bachelor of Arts, Economics
Joyce A. Powers Joyce A. Powers's Morgan Stanley & Co. Inc. Experience 1978 - 1989
Job Licensed Associate Real Estate Broker at KMS Realty Group
Industry Real Estate
Experience
KMS Realty Group January 2015 - Present
Neuhaus Realty, Inc. January 2011 - January 2015
Robert DeFalco Realty, Inc. August 2009 - January 2011
Sun Properties of New York, Inc. April 2008 - August 2009
Prudential Equity Group December 1996 - October 2007
Prudential Securities, Inc. 1996 - 2007
Nasdaq Stock Market, Inc April 1994 - December 1996
Morgan Stanley & Co., Inc. 1978 - 1989
Skills
Real Estate, First Time Home Buyers, Sellers, Short Sales, Foreclosures, Buyers, Seniors, Residential Homes, Referrals, Relocation, SFR, Investment Properties, New Home Sales, Listings, ABR, Investors, Buyer Representation, Townhomes, Condos, Property, Real Estate Transactions, Single Family Homes, Real Property, REO, Rentals, New Homes, Luxury, Senior Real Estate, Selling, National Association of..., Resellers, HUD, Income Properties, Relocation Buyers, Vacation Homes, Home Staging, Brokerage, Waterfront, e-PRO, Move Up Buyers, Leases, Seller Representation, Council of Residential..., Real Estate Financing, Commercial Real Estate, 1031 Exchanges, Real Estate Development, Apartments, Property Management, Investments
Education
City University of New York-Hunter College 1968 — 1971
Music and Cinema and Economics
Our Lady of Perpetual Help HS
KMS Realty Group January 2015 - Present
Neuhaus Realty, Inc. January 2011 - January 2015
Robert DeFalco Realty, Inc. August 2009 - January 2011
Sun Properties of New York, Inc. April 2008 - August 2009
Prudential Equity Group December 1996 - October 2007
Prudential Securities, Inc. 1996 - 2007
Nasdaq Stock Market, Inc April 1994 - December 1996
Morgan Stanley & Co., Inc. 1978 - 1989
Skills
Real Estate, First Time Home Buyers, Sellers, Short Sales, Foreclosures, Buyers, Seniors, Residential Homes, Referrals, Relocation, SFR, Investment Properties, New Home Sales, Listings, ABR, Investors, Buyer Representation, Townhomes, Condos, Property, Real Estate Transactions, Single Family Homes, Real Property, REO, Rentals, New Homes, Luxury, Senior Real Estate, Selling, National Association of..., Resellers, HUD, Income Properties, Relocation Buyers, Vacation Homes, Home Staging, Brokerage, Waterfront, e-PRO, Move Up Buyers, Leases, Seller Representation, Council of Residential..., Real Estate Financing, Commercial Real Estate, 1031 Exchanges, Real Estate Development, Apartments, Property Management, Investments
Education
City University of New York-Hunter College 1968 — 1971
Music and Cinema and Economics
Our Lady of Perpetual Help HS
Nathalie Kanzki-Rouzier Nathalie Kanzki-Rouzier's Morgan Stanley & Co. Inc. Experience October 1996 - February 1998
Job Experienced Finance, Treasury and Operations Professional actively looking for opportunities.
Industry Financial Services
Experience
Smart Starts Day School October 2013 - August 2014
French American School of Miami September 2001 - April 2013
Patagon July 2000 - August 2001
UniCapital Corporation March 1998 - July 2000
Morgan Stanley & Co., Inc October 1996 - February 1998
Morgan Stanley March 1994 - October 1996
Applied Digital Data Systems July 1992 - February 1994
Skills
Operations Management, Customer Service, Team Building, Management, Change Management, Project Management, Leadership, Strategic Planning, Team Leadership, Training, Microsoft Office, Budgets, Project Planning, Banking, Policy, Fundraising
Education
Hofstra University 1995 — 1997
MBA, International Business
St. John's University 1988 — 1992
BS, Finance
Smart Starts Day School October 2013 - August 2014
French American School of Miami September 2001 - April 2013
Patagon July 2000 - August 2001
UniCapital Corporation March 1998 - July 2000
Morgan Stanley & Co., Inc October 1996 - February 1998
Morgan Stanley March 1994 - October 1996
Applied Digital Data Systems July 1992 - February 1994
Skills
Operations Management, Customer Service, Team Building, Management, Change Management, Project Management, Leadership, Strategic Planning, Team Leadership, Training, Microsoft Office, Budgets, Project Planning, Banking, Policy, Fundraising
Education
Hofstra University 1995 — 1997
MBA, International Business
St. John's University 1988 — 1992
BS, Finance
Jennifer Siani Jennifer Siani's Morgan Stanley & Co. Inc. Experience January 1985 - January 1993
Job Legal Secretary at Naiburg, Obedin and Weissman
Industry Law Practice
Experience
Naiburg, Obedin and Weissman June 2013 - Present
Dejana Truck & Utility Equipment Co., Inc February 2010 - July 2012
The Shupack & Michaels Group, Inc May 2002 - December 2009
Incorporated Village of Northport February 2000 - May 2002
RRT Design & Construction, Inc November 1998 - February 2000
Mortgage Plus November 1995 - June 1996
Morgan Stanley & Co., Inc January 1985 - January 1993
Skills
Inside Sales, Organizational..., Customer Relations, Cold Calling, Negotiation, New Business Development, Account Management, Customer Service, Sales Management, Direct Sales, Sales, Profit, Recruiting, Selling, Strategic Planning, Business Development
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
BS, Finance, Int'l Business, German
Adelphi University 1981 — 1983
AAS, Finance, Business Administration
Naiburg, Obedin and Weissman June 2013 - Present
Dejana Truck & Utility Equipment Co., Inc February 2010 - July 2012
The Shupack & Michaels Group, Inc May 2002 - December 2009
Incorporated Village of Northport February 2000 - May 2002
RRT Design & Construction, Inc November 1998 - February 2000
Mortgage Plus November 1995 - June 1996
Morgan Stanley & Co., Inc January 1985 - January 1993
Skills
Inside Sales, Organizational..., Customer Relations, Cold Calling, Negotiation, New Business Development, Account Management, Customer Service, Sales Management, Direct Sales, Sales, Profit, Recruiting, Selling, Strategic Planning, Business Development
Education
New York University - Leonard N. Stern School of Business 1983 — 1985
BS, Finance, Int'l Business, German
Adelphi University 1981 — 1983
AAS, Finance, Business Administration
Christopher Bowen Christopher Bowen's Morgan Stanley & Co. Inc. Experience 1996 - 1997
Job Managing Director, Chief Regulatory Counsel at CME Group Inc.
Industry Financial Services
Experience
CME Group Inc. September 2009 - Present
NYMEX Holdings/New York Mercantile Exchange October 1997 - September 2009
Morgan Stanley & Co. Inc. 1996 - 1997
New York Mercantile Exchange August 1993 - September 1996
U.S. Commodity Futures Trading Commission September 1989 - August 1993
Skills
Corporate Governance, Trading Systems, Options, Derivatives, Securities, Hedge Funds, Capital Markets, Commodity, Financial Markets, Trading, Equities, Dodd-Frank, Electronic Trading, Commodity Markets, Financial Regulation, Risk Management, Fixed Income, Securities Regulation, Hedging
Education
Columbia University in the City of New York
A.B., Political Science, History of Art
University of Maryland Francis King Carey School of Law
J.D.
CME Group Inc. September 2009 - Present
NYMEX Holdings/New York Mercantile Exchange October 1997 - September 2009
Morgan Stanley & Co. Inc. 1996 - 1997
New York Mercantile Exchange August 1993 - September 1996
U.S. Commodity Futures Trading Commission September 1989 - August 1993
Skills
Corporate Governance, Trading Systems, Options, Derivatives, Securities, Hedge Funds, Capital Markets, Commodity, Financial Markets, Trading, Equities, Dodd-Frank, Electronic Trading, Commodity Markets, Financial Regulation, Risk Management, Fixed Income, Securities Regulation, Hedging
Education
Columbia University in the City of New York
A.B., Political Science, History of Art
University of Maryland Francis King Carey School of Law
J.D.
David Moynihan David Moynihan's Morgan Stanley & Co. Inc. Experience April 2003 - July 2009
Job
Industry Financial Services
Experience
Morgan Stanley & Co. Inc. April 2003 - July 2009
Marubeni America Corporation August 1996 - March 2002
World Color Press Inc. November 1995 - August 1996
Mitsubishi International Corporation June 1987 - November 1995
Skills
Financial Analysis, Investments, Securities
Education
Iona College
Accounting
Morgan Stanley & Co. Inc. April 2003 - July 2009
Marubeni America Corporation August 1996 - March 2002
World Color Press Inc. November 1995 - August 1996
Mitsubishi International Corporation June 1987 - November 1995
Skills
Financial Analysis, Investments, Securities
Education
Iona College
Accounting
Mario A. Castano Mario A. Castano's Morgan Stanley & Co. Inc. Experience April 2000 - November 2002
Job
Industry Consumer Goods
Experience
Lenox March 2014 - Present
Entertainment in Motion March 2012 - Present
Infinitech Service, Inc. May 2011 - Present
Sleepy's August 2013 - September 2013
Nikon Inc. June 2012 - August 2013
Nikon Inc. March 2010 - June 2012
Canon USA, Inc. January 2008 - February 2010
Canon USA, Inc February 2006 - February 2010
Canon USA, Inc. April 2003 - January 2006
Morgan Stanley & Co. Inc. April 2000 - November 2002
Skills
Online Marketing, B2B eCommerce, B2C, French, Program Management, Budgeting, Application Development, Spanish, Social Media, Digital Strategy, Digital Innovation, Search Strategy, Categorization, Sentiment Analysis, Search Engine Technology, Web Systems, Knowledge-based Systems, Strategic Planning, Profit & Loss Management, User Experience, Customer Intelligence, Marketing Intelligence, PMO, Business Intelligence, ETL, EDI, ERP/CRM, Business Strategy, Competitive Strategy, Management Consulting, B2B Integration, Social Commerce, Budgets, Online Advertising, Software Development, Strategy, B2B, Integration, Product Management, Cross-functional Team..., Project Management, ITIL, Leadership, Management, ERP, Integrated Marketing, Process Improvement, Marketing Strategy, Marketing, P&L Management
Education
Baruch College
Iona College
New York Institute of Technology-Old Westbury
Bachelor of Science, Interdiscipinary Studies
Lenox March 2014 - Present
Entertainment in Motion March 2012 - Present
Infinitech Service, Inc. May 2011 - Present
Sleepy's August 2013 - September 2013
Nikon Inc. June 2012 - August 2013
Nikon Inc. March 2010 - June 2012
Canon USA, Inc. January 2008 - February 2010
Canon USA, Inc February 2006 - February 2010
Canon USA, Inc. April 2003 - January 2006
Morgan Stanley & Co. Inc. April 2000 - November 2002
Skills
Online Marketing, B2B eCommerce, B2C, French, Program Management, Budgeting, Application Development, Spanish, Social Media, Digital Strategy, Digital Innovation, Search Strategy, Categorization, Sentiment Analysis, Search Engine Technology, Web Systems, Knowledge-based Systems, Strategic Planning, Profit & Loss Management, User Experience, Customer Intelligence, Marketing Intelligence, PMO, Business Intelligence, ETL, EDI, ERP/CRM, Business Strategy, Competitive Strategy, Management Consulting, B2B Integration, Social Commerce, Budgets, Online Advertising, Software Development, Strategy, B2B, Integration, Product Management, Cross-functional Team..., Project Management, ITIL, Leadership, Management, ERP, Integrated Marketing, Process Improvement, Marketing Strategy, Marketing, P&L Management
Education
Baruch College
Iona College
New York Institute of Technology-Old Westbury
Bachelor of Science, Interdiscipinary Studies
Larry Weiner Larry Weiner's Morgan Stanley & Co. Inc. Experience June 1986 - February 1991
Job Lawrence P. Weiner Consulting
Industry Investment Management
Experience
Lawrence P. Weiner Consulting 1995 - Present
Lehman Brothers June 1992 - September 1994
GB Capital Management 1991 - 1992
Morgan Stanley & Co., Inc. June 1986 - February 1991
Data Resources, Inc. 1982 - 1985
Skills
Fixed Income, Portfolio Management, Investments, Derivatives, Capital Markets, Trading, Structured Finance, Mutual Funds, Valuation, Financial Modeling, Hedge Funds, Alternative Investments
Education
Carnegie Mellon University - Tepper School of Business 1980 — 1982
MBA, Finance, Elective emphasis in Finance and Economics
Brown University 1973 — 1978
A.B., History, Magna Cum Laude
George Washington High School
Lawrence P. Weiner Consulting 1995 - Present
Lehman Brothers June 1992 - September 1994
GB Capital Management 1991 - 1992
Morgan Stanley & Co., Inc. June 1986 - February 1991
Data Resources, Inc. 1982 - 1985
Skills
Fixed Income, Portfolio Management, Investments, Derivatives, Capital Markets, Trading, Structured Finance, Mutual Funds, Valuation, Financial Modeling, Hedge Funds, Alternative Investments
Education
Carnegie Mellon University - Tepper School of Business 1980 — 1982
MBA, Finance, Elective emphasis in Finance and Economics
Brown University 1973 — 1978
A.B., History, Magna Cum Laude
George Washington High School
Jon Herrick Jon Herrick's Morgan Stanley & Co. Inc. Experience September 2004 - March 2011
Job Head of Capital Markets Americas at Intertrust Group
Industry Financial Services
Experience
Intertrust Group December 2014 - Present
Intertrust Group March 2011 - December 2014
Morgan Stanley & Co. Inc. September 2004 - March 2011
Morgan Stanley Japan Limited January 2003 - September 2004
Commerz Securities (Japan) Co. Ltd. February 2000 - January 2003
Denton Wilde Sapte (now Dentons) September 1998 - February 2000
Wilde Sapte (now Dentons) September 1997 - September 1998
Skills
Securities, Investments, Private Equity, Corporate Law, Legal Advice, Equities, Capital Markets, Hedge Funds, Trading, Joint Ventures, Fixed Income, Structured Finance, Finance, Bankruptcy
Education
University of Bristol 1995 — 1996
Legal Practice Course, Law
University of Bristol 1992 — 1995
Bachelor of Laws (LL.B.), Law
Intertrust Group December 2014 - Present
Intertrust Group March 2011 - December 2014
Morgan Stanley & Co. Inc. September 2004 - March 2011
Morgan Stanley Japan Limited January 2003 - September 2004
Commerz Securities (Japan) Co. Ltd. February 2000 - January 2003
Denton Wilde Sapte (now Dentons) September 1998 - February 2000
Wilde Sapte (now Dentons) September 1997 - September 1998
Skills
Securities, Investments, Private Equity, Corporate Law, Legal Advice, Equities, Capital Markets, Hedge Funds, Trading, Joint Ventures, Fixed Income, Structured Finance, Finance, Bankruptcy
Education
University of Bristol 1995 — 1996
Legal Practice Course, Law
University of Bristol 1992 — 1995
Bachelor of Laws (LL.B.), Law
Steve Konczal Steve Konczal's Morgan Stanley & Co. Inc. Experience 1987 - 1989
Job Growth Architect with Deep Experience in Food and Beverages
Industry Consumer Goods
Experience
Graze Delivered, Lunch Bundles, Scottish & Newcastle US, CurAlea, Greenling 2008 - 2013
Heineken 2007 - 2010
Unilever 2002 - 2006
Unilever Bestfoods US 1999 - 2002
Lipton Foods, Inc. 1998 - 1999
Van Den Bergh Foods 1995 - 1998
Van Den Bergh Foods 1993 - 1995
Price Waterhouse & Co. 1991 - 1993
Morgan Stanley & Co. Inc. 1987 - 1989
Skills
Venture Capital, Consumer Goods, Consumer Products, Financial Analysis, Forecasting, Mergers, FMCG, M&A experience, Auditing, Mergers & Acquisitions, Working Capital..., Risk Management, Cash Management, Financial Audits, Enterprise Risk..., Sarbanes-Oxley Act, Accounting
Education
Cornell University - Johnson Graduate School of Management 1989 — 1991
MBA, Finance & Accounting
Colgate University 1983 — 1987
BA, Econ
Graze Delivered, Lunch Bundles, Scottish & Newcastle US, CurAlea, Greenling 2008 - 2013
Heineken 2007 - 2010
Unilever 2002 - 2006
Unilever Bestfoods US 1999 - 2002
Lipton Foods, Inc. 1998 - 1999
Van Den Bergh Foods 1995 - 1998
Van Den Bergh Foods 1993 - 1995
Price Waterhouse & Co. 1991 - 1993
Morgan Stanley & Co. Inc. 1987 - 1989
Skills
Venture Capital, Consumer Goods, Consumer Products, Financial Analysis, Forecasting, Mergers, FMCG, M&A experience, Auditing, Mergers & Acquisitions, Working Capital..., Risk Management, Cash Management, Financial Audits, Enterprise Risk..., Sarbanes-Oxley Act, Accounting
Education
Cornell University - Johnson Graduate School of Management 1989 — 1991
MBA, Finance & Accounting
Colgate University 1983 — 1987
BA, Econ
David Sinnott David Sinnott's Morgan Stanley & Co. Inc. Experience June 1987 - August 1989
Job Advisory Director at RESurety Inc.
Industry Insurance
Experience
REsurety, Inc. January 2014 - Present
DS Consultancy February 2012 - Present
Montpelier Reinsurance Holdings Ltd July 2002 - February 2012
Partner Reinsurance Company Ltd. May 1996 - April 2002
General Re Underwriting Services June 1993 - May 1996
Greenwich Associates July 1991 - December 1992
Morgan Stanley & Co. Inc. June 1987 - August 1989
General Reinsurance Corporation September 1983 - June 1987
Skills
Reinsurance, Insurance, Property & Casualty..., Underwriting, Risk Management, Actuarial Science, Portfolio Management, Financial Risk, Brokers, General Insurance, Credit Risk, Financial Structuring, Casualty, Derivatives, Capital Markets, Structured Finance, Hedging, Finance, Private Equity, Enterprise Risk..., Economic Capital, Professional Liability, Corporate Finance, Solvency II, Financial Institutions, Risk Analysis, Strategy, Commercial Insurance, Liability
Education
University of Pennsylvania - The Wharton School 1989 — 1991
Master of Business Administration (M.B.A.), Finance, General
Bowdoin College 1979 — 1983
Bachelor of Arts (BA), Economics with concentration in Mathematics
REsurety, Inc. January 2014 - Present
DS Consultancy February 2012 - Present
Montpelier Reinsurance Holdings Ltd July 2002 - February 2012
Partner Reinsurance Company Ltd. May 1996 - April 2002
General Re Underwriting Services June 1993 - May 1996
Greenwich Associates July 1991 - December 1992
Morgan Stanley & Co. Inc. June 1987 - August 1989
General Reinsurance Corporation September 1983 - June 1987
Skills
Reinsurance, Insurance, Property & Casualty..., Underwriting, Risk Management, Actuarial Science, Portfolio Management, Financial Risk, Brokers, General Insurance, Credit Risk, Financial Structuring, Casualty, Derivatives, Capital Markets, Structured Finance, Hedging, Finance, Private Equity, Enterprise Risk..., Economic Capital, Professional Liability, Corporate Finance, Solvency II, Financial Institutions, Risk Analysis, Strategy, Commercial Insurance, Liability
Education
University of Pennsylvania - The Wharton School 1989 — 1991
Master of Business Administration (M.B.A.), Finance, General
Bowdoin College 1979 — 1983
Bachelor of Arts (BA), Economics with concentration in Mathematics
Isaac Levy, MBA, PMP® Isaac Levy, MBA, PMP®'s Morgan Stanley & Co. Inc. Experience September 1992 - February 1996
Job ProgramProjectProductImplementationIntegration Manager at Technology Solutions USA LLC
Industry Financial Services
Experience
Technology Solutions USA LLC December 2008 - Present
Caxton Associates July 2001 - November 2008
Merrill Lynch & Co., Inc. February 1996 - July 2001
Morgan Stanley & Co., Inc September 1992 - February 1996
MegaByte Solutions September 1990 - September 1992
American Management Systems, Inc July 1989 - September 1992
Hunter College September 1989 - June 1990
Tadiran, Israel Electronics Industries LTD January 1983 - January 1985
Goshen EIE LTD May 1982 - January 1983
Israeli Air Force May 1978 - May 1982
Skills
Trading Systems, Order Management..., Equities, Electronic Trading, Trading, Analytics, Fixed Income, Investment Management, Risk Management, Business Analysis, Derivatives, Integration, Asset Management, Hedge Funds, IT Management, Financial Risk, Software Development, Project Management, Management, Product Management, Options, Financial Markets, Leadership, Strategy, Software Documentation, Vendor Management, Capital Markets, Analysis, Enterprise Software, Testing, Middle Office, Bloomberg, Program Management, Investments, Outsourcing, Order Management
Education
Baruch College, City University of New York (CUNY) 1997 — 1997
Completed most of coursework towards M.S. in Financial Accounting
Baruch College, City University of New York (CUNY) 1991 — 1996
M.B.A, Investment and Finance
University of Colorado Denver 1990 — 1990
Coursework towards M.S. in Computer Information Systems
Columbia University in the City of New York 1989 — 1989
Coursework towards M.S. in Computer Science
City University of New York-Hunter College 1985 — 1989
B.A., Major Computer Science Minor: Economics
Technion - Israel Institute of Technology 1977 — 1978
A.S., Electronics
Technion - Israel Institute of Technology
Technology Solutions USA LLC December 2008 - Present
Caxton Associates July 2001 - November 2008
Merrill Lynch & Co., Inc. February 1996 - July 2001
Morgan Stanley & Co., Inc September 1992 - February 1996
MegaByte Solutions September 1990 - September 1992
American Management Systems, Inc July 1989 - September 1992
Hunter College September 1989 - June 1990
Tadiran, Israel Electronics Industries LTD January 1983 - January 1985
Goshen EIE LTD May 1982 - January 1983
Israeli Air Force May 1978 - May 1982
Skills
Trading Systems, Order Management..., Equities, Electronic Trading, Trading, Analytics, Fixed Income, Investment Management, Risk Management, Business Analysis, Derivatives, Integration, Asset Management, Hedge Funds, IT Management, Financial Risk, Software Development, Project Management, Management, Product Management, Options, Financial Markets, Leadership, Strategy, Software Documentation, Vendor Management, Capital Markets, Analysis, Enterprise Software, Testing, Middle Office, Bloomberg, Program Management, Investments, Outsourcing, Order Management
Education
Baruch College, City University of New York (CUNY) 1997 — 1997
Completed most of coursework towards M.S. in Financial Accounting
Baruch College, City University of New York (CUNY) 1991 — 1996
M.B.A, Investment and Finance
University of Colorado Denver 1990 — 1990
Coursework towards M.S. in Computer Information Systems
Columbia University in the City of New York 1989 — 1989
Coursework towards M.S. in Computer Science
City University of New York-Hunter College 1985 — 1989
B.A., Major Computer Science Minor: Economics
Technion - Israel Institute of Technology 1977 — 1978
A.S., Electronics
Technion - Israel Institute of Technology
Brad Peters Brad Peters's Morgan Stanley & Co. Inc. Experience July 1994 - July 1996
Job
Industry Computer Software
Experience
Birst, Inc. January 2005 - Present
Siebel Systems August 1998 - December 2004
Morgan Stanley & Co., Inc. July 1994 - July 1996
Skills
SaaS, Analytics, Cloud Computing, Business Intelligence, Agile Methodologies, Enterprise Software, Product Management, CRM, Software Development, Data Warehousing, Go-to-market Strategy, Start-ups, Strategic Partnerships, Business Development, Business Alliances, Strategy, Mergers & Acquisitions, Program Management, Data Modeling, Lead Generation, IT Strategy, Demand Generation, Competitive Analysis, Big Data, Sales Enablement, Databases, Business Analysis, Scalability, Mobile Devices, Software Project..., Professional Services, Salesforce.com, Product Marketing, Data Integration, ERP, Mobile Applications, Management Consulting, Management, Enterprise Architecture, Entrepreneurship, Web Applications, PaaS, Solution Selling, Partner Management, Business Analytics, Business Process, Cross-functional Team..., Solution Architecture, Pre-sales, Integration
Education
Harvard Business School 1996 — 1998
MBA, Business Administration and Management, General
UC Berkeley 1992 — 1994
MS, Electrical Engineering and Computer Science
UC Berkeley 1988 — 1992
BS, Electrical Engineering and Computer Science
Birst, Inc. January 2005 - Present
Siebel Systems August 1998 - December 2004
Morgan Stanley & Co., Inc. July 1994 - July 1996
Skills
SaaS, Analytics, Cloud Computing, Business Intelligence, Agile Methodologies, Enterprise Software, Product Management, CRM, Software Development, Data Warehousing, Go-to-market Strategy, Start-ups, Strategic Partnerships, Business Development, Business Alliances, Strategy, Mergers & Acquisitions, Program Management, Data Modeling, Lead Generation, IT Strategy, Demand Generation, Competitive Analysis, Big Data, Sales Enablement, Databases, Business Analysis, Scalability, Mobile Devices, Software Project..., Professional Services, Salesforce.com, Product Marketing, Data Integration, ERP, Mobile Applications, Management Consulting, Management, Enterprise Architecture, Entrepreneurship, Web Applications, PaaS, Solution Selling, Partner Management, Business Analytics, Business Process, Cross-functional Team..., Solution Architecture, Pre-sales, Integration
Education
Harvard Business School 1996 — 1998
MBA, Business Administration and Management, General
UC Berkeley 1992 — 1994
MS, Electrical Engineering and Computer Science
UC Berkeley 1988 — 1992
BS, Electrical Engineering and Computer Science
Jean Porterfield Jean Porterfield's Morgan Stanley & Co. Inc. Experience March 1997 - May 2008
Job Task Manager
Industry Education Management
Experience
Goldberg Weprin Finkel Goldstein February 2014 - Present
Charles J. Fine Esq. June 2012 - January 2014
Consultant / Independent September 2009 - June 2012
Morgan Stanley & Co., Inc March 1997 - May 2008
Lancaster Group USA (A Division of Coty Products) January 1991 - January 1997
Prince Acquisition Associates, Inc January 1989 - January 1991
Estee Lauder Company, Inc January 1982 - January 1989
Skills
Leadership, Training Needs Analysis, Organization, Instructional Design, Coaching, Workshop Facilitation, Program Management, Negotiation, E-Learning, Organizational..., Leadership Development, Training, Change Management, Talent Management, Recruiting, Strategic Planning, Project Planning, Vendor Management, Technical Writing, Team Building, Software Documentation, Event Management, Contract Negotiation, Employee Training, Budgets, Marketing, Project Management, Research, Staff Development
Education
The New School for Public Engagement 2009 — 2012
BA, Psychology, 3.9
Fordham University 1983 — 1985
Marymount Manhattan College 1980 — 1982
Associate's degree, Business Administration and Management, General, 3.7
Goldberg Weprin Finkel Goldstein February 2014 - Present
Charles J. Fine Esq. June 2012 - January 2014
Consultant / Independent September 2009 - June 2012
Morgan Stanley & Co., Inc March 1997 - May 2008
Lancaster Group USA (A Division of Coty Products) January 1991 - January 1997
Prince Acquisition Associates, Inc January 1989 - January 1991
Estee Lauder Company, Inc January 1982 - January 1989
Skills
Leadership, Training Needs Analysis, Organization, Instructional Design, Coaching, Workshop Facilitation, Program Management, Negotiation, E-Learning, Organizational..., Leadership Development, Training, Change Management, Talent Management, Recruiting, Strategic Planning, Project Planning, Vendor Management, Technical Writing, Team Building, Software Documentation, Event Management, Contract Negotiation, Employee Training, Budgets, Marketing, Project Management, Research, Staff Development
Education
The New School for Public Engagement 2009 — 2012
BA, Psychology, 3.9
Fordham University 1983 — 1985
Marymount Manhattan College 1980 — 1982
Associate's degree, Business Administration and Management, General, 3.7
Andrew Blau Andrew Blau's Morgan Stanley & Co. Inc. Experience May 1989 - January 1999
Job Managing Director Robertson Stephens Advisors
Industry Investment Management
Experience
Robertson Stephens Advisors LLC May 2013 - Present
Stephens Inc. January 2004 - June 2012
CIBC Oppenheimer August 2002 - February 2004
Robertson Stephens January 1999 - August 2002
Morgan Stanley & Co., Inc. May 1989 - January 1999
Drexel Burnham Lambert September 1985 - May 1989
Education
Denison University 1981 — 1985
Bachelor's Degree, Economics
Deerfield Academy 1978 — 1981
High School
The Buckley School
Robertson Stephens Advisors LLC May 2013 - Present
Stephens Inc. January 2004 - June 2012
CIBC Oppenheimer August 2002 - February 2004
Robertson Stephens January 1999 - August 2002
Morgan Stanley & Co., Inc. May 1989 - January 1999
Drexel Burnham Lambert September 1985 - May 1989
Education
Denison University 1981 — 1985
Bachelor's Degree, Economics
Deerfield Academy 1978 — 1981
High School
The Buckley School
Peter Fishman's Morgan Stanley & Co. Inc. Experience 1994 - 1995
Job Senior Vice President Head of Product & Retail Marketing at Citizens Bank
Industry Financial Services
Experience
Citizens Bank 2015 - Present
Senior Advisor to Banks and other Consumer Lending Organizations 2013 - 2015
Knight Capital Group 2011 - 2013
Santander Bank 2009 - 2011
The Kessler Group January 2007 - December 2007
Capital One Services 2002 - 2006
Bain & Company 1999 - 2002
First Albany Corporation 1995 - 1997
Morgan Stanley & Co., Inc. 1994 - 1995
Federal Reserve Board 1991 - 1992
Skills
Start-ups, Business valuation, Mergers & Acquisitions, Due Diligence, Management, Leadership, Banking, Investment Banking, Marketing Strategy, Marketing, Product Development, Equity Research, Project Management, Financial Analysis, Mergers, Operations Improvement, Credit Cards, Competitive Analysis, Acquisition Integration, Infrastructure, Structured Finance, Consulting, Project Planning, Business Valuation, Analytics, Financial Modeling, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Majors in Finance and Entrepreneurial Studies
Harvard University - Kennedy School of Government 1992 — 1994
MPP, Public Policy
Cornell University 1987 — 1991
BA, Economics
Weston High School 1983 — 1987
Citizens Bank 2015 - Present
Senior Advisor to Banks and other Consumer Lending Organizations 2013 - 2015
Knight Capital Group 2011 - 2013
Santander Bank 2009 - 2011
The Kessler Group January 2007 - December 2007
Capital One Services 2002 - 2006
Bain & Company 1999 - 2002
First Albany Corporation 1995 - 1997
Morgan Stanley & Co., Inc. 1994 - 1995
Federal Reserve Board 1991 - 1992
Skills
Start-ups, Business valuation, Mergers & Acquisitions, Due Diligence, Management, Leadership, Banking, Investment Banking, Marketing Strategy, Marketing, Product Development, Equity Research, Project Management, Financial Analysis, Mergers, Operations Improvement, Credit Cards, Competitive Analysis, Acquisition Integration, Infrastructure, Structured Finance, Consulting, Project Planning, Business Valuation, Analytics, Financial Modeling, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Majors in Finance and Entrepreneurial Studies
Harvard University - Kennedy School of Government 1992 — 1994
MPP, Public Policy
Cornell University 1987 — 1991
BA, Economics
Weston High School 1983 — 1987
Chris Zellner's Morgan Stanley & Co. Inc. Experience 1994 - 1999
Job
Industry Investment Management
Experience
Asymmetry Capital Management, LLC January 2012 - September 2012
Merrill, Lynch & Co./Bank of America Merrill Lynch July 2002 - September 2011
Lehman Brothers Inc. 1999 - 2002
Morgan Stanley & Co. Inc. 1994 - 1999
New York Stock Exchange 1987 - 1994
Education
New York University
BS
New York University - Leonard N. Stern School of Business
MBA
Asymmetry Capital Management, LLC January 2012 - September 2012
Merrill, Lynch & Co./Bank of America Merrill Lynch July 2002 - September 2011
Lehman Brothers Inc. 1999 - 2002
Morgan Stanley & Co. Inc. 1994 - 1999
New York Stock Exchange 1987 - 1994
Education
New York University
BS
New York University - Leonard N. Stern School of Business
MBA
Thomas Gooley's Morgan Stanley & Co. Inc. Experience June 2008 - December 2013
Job Financial Services Executive
Industry Financial Services
Experience
LPL Finanical June 2015 - Present
TIAA-CREF August 2014 - June 2015
Morgan Stanley & Co. Inc. June 2008 - December 2013
Banc of America Securities, LLC February 2006 - May 2008
Goldman Sachs & Co. 1994 - 2006
Johannesson & Associates Consulting S.A. 1991 - 1992
IBM Deutschland GmbH 1989 - 1990
M & J Business Services Centre Ltd. 1988 - 1988
AIESEC-United States, Inc. 1987 - 1988
Skills
Equities, Management, Fixed Income, Wealth Management, Capital Markets, Securities, Hedge Funds, Derivatives, Prime Brokerage, Trading Systems, Alternative Investments, Series 7, Investment Banking, Financial Services, Electronic Trading, Middle Office, Securities Lending, Financial Markets, Asset Management, Trading, Options, Strategy, Due Diligence, Change Management, Mergers & Acquisitions, Cross-functional Team...
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (MBA), Finance and Strategic Management
University of California, Berkeley 1984 — 1987
BA, Political Science and Economics
LPL Finanical June 2015 - Present
TIAA-CREF August 2014 - June 2015
Morgan Stanley & Co. Inc. June 2008 - December 2013
Banc of America Securities, LLC February 2006 - May 2008
Goldman Sachs & Co. 1994 - 2006
Johannesson & Associates Consulting S.A. 1991 - 1992
IBM Deutschland GmbH 1989 - 1990
M & J Business Services Centre Ltd. 1988 - 1988
AIESEC-United States, Inc. 1987 - 1988
Skills
Equities, Management, Fixed Income, Wealth Management, Capital Markets, Securities, Hedge Funds, Derivatives, Prime Brokerage, Trading Systems, Alternative Investments, Series 7, Investment Banking, Financial Services, Electronic Trading, Middle Office, Securities Lending, Financial Markets, Asset Management, Trading, Options, Strategy, Due Diligence, Change Management, Mergers & Acquisitions, Cross-functional Team...
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (MBA), Finance and Strategic Management
University of California, Berkeley 1984 — 1987
BA, Political Science and Economics
Helen Tom's Morgan Stanley & Co. Inc. Experience May 1993 - November 1996
Job Owner, Ricky's of Red Bank
Industry Retail
Experience
Ricky's of Red Bank December 2006 - Present
Goldman, Sachs & Co., Inc. November 1996 - March 2007
Morgan Stanley & Co., Inc. May 1993 - November 1996
Education
New York University 1989 — 1993
Brooklyn Technical High School 1985 — 1989
High School, Graphics
Transfiguration School 1977 — 1985
Elementary Middle School
Ricky's of Red Bank December 2006 - Present
Goldman, Sachs & Co., Inc. November 1996 - March 2007
Morgan Stanley & Co., Inc. May 1993 - November 1996
Education
New York University 1989 — 1993
Brooklyn Technical High School 1985 — 1989
High School, Graphics
Transfiguration School 1977 — 1985
Elementary Middle School
Sharyn Fisk's Morgan Stanley & Co. Inc. Experience 1996 - 1998
Job Principal at Hochman, Salkin, Rettig, Toscher & Perez
Industry Law Practice
Experience
Hochman, Salkin, Rettig, Toscher & Perez 2000 - Present
United States Tax Court 1998 - 2000
Morgan Stanley & Co., Inc. 1996 - 1998
Morgan Stanley & Co., Inc. 1995 - 1996
Morgan Stanley & Co., Inc. 1993 - 1995
Skills
Tax, Tax Law, Civil Tax Disputes, Tax Compliance Advice, Tax Litigation, Estate Planning and..., Personal Tax Planning, Business Tax Planning, Ethics, Teaching, Public Speaking, Advice, Estate Planning
Education
New York University School of Law 1997 — 1998
LL.M, Taxation
Rutgers University School of Law - Newark 1994 — 1997
JD
San Diego State University-California State University 1984 — 1989
BA, Journalism
Hochman, Salkin, Rettig, Toscher & Perez 2000 - Present
United States Tax Court 1998 - 2000
Morgan Stanley & Co., Inc. 1996 - 1998
Morgan Stanley & Co., Inc. 1995 - 1996
Morgan Stanley & Co., Inc. 1993 - 1995
Skills
Tax, Tax Law, Civil Tax Disputes, Tax Compliance Advice, Tax Litigation, Estate Planning and..., Personal Tax Planning, Business Tax Planning, Ethics, Teaching, Public Speaking, Advice, Estate Planning
Education
New York University School of Law 1997 — 1998
LL.M, Taxation
Rutgers University School of Law - Newark 1994 — 1997
JD
San Diego State University-California State University 1984 — 1989
BA, Journalism
Marie Varela's Morgan Stanley & Co. Inc. Experience August 1993 - December 1993
Job Office Manager/ Executive Assistant to Chairman & CEO at Archery Capital, LLC
Industry Financial Services
Experience
Archery Capital, LLC March 2004 - December 2008
Castle Harlan, Inc. January 2003 - January 2004
ABN AMRO, Inc. February 2001 - November 2002
UBS Wealth Management 1999 - 2001
Swiss Bank Corporation April 1994 - February 1999
Morgan Stanley & Co. Inc. August 1993 - December 1993
First Boston Corporation May 1990 - August 1993
Skills
Training
Education
New York University 1999 — 2000
Certificate Program, Global Marketing & Management
Montclair State University 1982 — 1986
BS, Business Administration
Archery Capital, LLC March 2004 - December 2008
Castle Harlan, Inc. January 2003 - January 2004
ABN AMRO, Inc. February 2001 - November 2002
UBS Wealth Management 1999 - 2001
Swiss Bank Corporation April 1994 - February 1999
Morgan Stanley & Co. Inc. August 1993 - December 1993
First Boston Corporation May 1990 - August 1993
Skills
Training
Education
New York University 1999 — 2000
Certificate Program, Global Marketing & Management
Montclair State University 1982 — 1986
BS, Business Administration
Charley Vadala's Morgan Stanley & Co. Inc. Experience 1977 - 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley & Co. Inc. 1977 - 2007
Skills
Derivatives, Equities, Capital Markets, Investments, Investment Banking, Securities, Alternative Investments, Fixed Income, Hedge Funds, Asset Management, Bloomberg, Equity Derivatives, Electronic Trading, FINRA, FX Options, Financial Markets, Financial Modeling, Middle Office, Mutual Funds, Options, Portfolio Management, Prime Brokerage, Trading, Trading Systems, Valuation, Wealth Management, Private Equity
Education
St. Francis College 1964 — 1968
BBA, Accounting
Morgan Stanley & Co. Inc. 1977 - 2007
Skills
Derivatives, Equities, Capital Markets, Investments, Investment Banking, Securities, Alternative Investments, Fixed Income, Hedge Funds, Asset Management, Bloomberg, Equity Derivatives, Electronic Trading, FINRA, FX Options, Financial Markets, Financial Modeling, Middle Office, Mutual Funds, Options, Portfolio Management, Prime Brokerage, Trading, Trading Systems, Valuation, Wealth Management, Private Equity
Education
St. Francis College 1964 — 1968
BBA, Accounting
Richard Dugan's Morgan Stanley & Co. Inc. Experience 1984 - 1991
Job President at Conch Capital Corporation
Industry Financial Services
Experience
Conch Capital Corporation April 1992 - Present
Morgan Stanley & Co. Inc. 1984 - 1991
General Motors Corporation February 1972 - May 1984
Education
Lehigh University 1966 — 1971
bs, mba, chemical engineering, finance
Conch Capital Corporation April 1992 - Present
Morgan Stanley & Co. Inc. 1984 - 1991
General Motors Corporation February 1972 - May 1984
Education
Lehigh University 1966 — 1971
bs, mba, chemical engineering, finance
Molly Jahncke's Morgan Stanley & Co. Inc. Experience 1995 - 1997
Job 18+ yrs. as PR, IR and marketing communication, feature writing professional
Industry Education Management
Experience
Delgado Community College 2007 - Present
Molly Jahncke, Freelancer 1999 - Present
Peter A. Mayer Advertising 2002 - 2003
CPRi Communications 2000 - 2001
Andrea Electronics Corporation 1998 - 1999
The Financial Relations Board 1997 - 1998
Morgan Stanley & Co., Inc. 1995 - 1997
Morgan Stanley & Co. Inc. 1994 - 1995
NKK Corporation 1991 - 1993
Education
University of North Carolina at Chapel Hill 1986 — 1990
B.A., Journalism, French
Delgado Community College 2007 - Present
Molly Jahncke, Freelancer 1999 - Present
Peter A. Mayer Advertising 2002 - 2003
CPRi Communications 2000 - 2001
Andrea Electronics Corporation 1998 - 1999
The Financial Relations Board 1997 - 1998
Morgan Stanley & Co., Inc. 1995 - 1997
Morgan Stanley & Co. Inc. 1994 - 1995
NKK Corporation 1991 - 1993
Education
University of North Carolina at Chapel Hill 1986 — 1990
B.A., Journalism, French
Cynthia Clark's Morgan Stanley & Co. Inc. Experience May 2004 - August 2004
Job Law Offices of Peters & Clark, P.A.
Industry Legal Services
Experience
Law Offices of Peters & Clark, P.A. January 2012 - Present
Pitney Bowes Software (formerly Group 1 Software) April 2009 - July 2010
Pitney Bowes October 2006 - April 2009
PILIERO MAZZA PLLC March 2005 - October 2006
WILMER HALE, LLP December 2000 - March 2005
MORGAN STANLEY & CO., INC May 2004 - August 2004
Perkins Coie LLP September 1997 - December 2000
Powell Goldstein LLP June 1996 - September 1996
Skills
Contract Negotiation, Mergers, Intellectual Property, Corporate Law, Strategy, Legal Writing, Commercial Litigation, Employment Law, Corporate Governance, Licensing, SaaS, Management, Joint Ventures, Negotiation, Dispute Resolution, Policy, Telecommunications, Mergers
Education
Yale Law School 1994 — 1997
J.D.
Howard University 1990 — 1994
B.A., summa cum laude, Political Science, Economics, Spanish
Law Offices of Peters & Clark, P.A. January 2012 - Present
Pitney Bowes Software (formerly Group 1 Software) April 2009 - July 2010
Pitney Bowes October 2006 - April 2009
PILIERO MAZZA PLLC March 2005 - October 2006
WILMER HALE, LLP December 2000 - March 2005
MORGAN STANLEY & CO., INC May 2004 - August 2004
Perkins Coie LLP September 1997 - December 2000
Powell Goldstein LLP June 1996 - September 1996
Skills
Contract Negotiation, Mergers, Intellectual Property, Corporate Law, Strategy, Legal Writing, Commercial Litigation, Employment Law, Corporate Governance, Licensing, SaaS, Management, Joint Ventures, Negotiation, Dispute Resolution, Policy, Telecommunications, Mergers
Education
Yale Law School 1994 — 1997
J.D.
Howard University 1990 — 1994
B.A., summa cum laude, Political Science, Economics, Spanish
Theresa (Terri) Kubu's Morgan Stanley & Co. Inc. Experience June 1992 - July 1997
Job Payroll Specialist
Industry Financial Services
Experience
Froehlich Financial Group July 2014 - March 2015
The Earle Companies 2013 - July 2014
1st Worldwide Financial March 2004 - February 2011
Credit Suisse July 1997 - March 2004
Morgan Stanley & Co., Inc June 1992 - July 1997
Skills
Sales, Team Management, Credit, Financial Analysis, Risk Management
Education
University of Delaware 1987 — 1991
BS, Marketing
Froehlich Financial Group July 2014 - March 2015
The Earle Companies 2013 - July 2014
1st Worldwide Financial March 2004 - February 2011
Credit Suisse July 1997 - March 2004
Morgan Stanley & Co., Inc June 1992 - July 1997
Skills
Sales, Team Management, Credit, Financial Analysis, Risk Management
Education
University of Delaware 1987 — 1991
BS, Marketing
Henry Yegerman's Morgan Stanley & Co. Inc. Experience January 1987 - January 1996
Job Director Analytics and Research at Markit
Industry Financial Services
Experience
Markit April 2012 - Present
UNX 2011 - 2012
Investment Technology Group, Inc January 1999 - January 2011
Reuters 1996 - 1999
Reuters America January 1996 - January 1997
Morgan Stanley & Co., Inc January 1987 - January 1996
Skills
Electronic Trading, Trading Strategies, Market Data, Market Structure, Trading Technology
Education
NYU Stern School of Business 1986 — 1987
MBA, Finance/Information Technology
New York University
M.B.A, Finance/MIS
The Johns Hopkins University
AB.D., M.A, Philosophy
The University of Louvain
B.A, Philosophy
Markit April 2012 - Present
UNX 2011 - 2012
Investment Technology Group, Inc January 1999 - January 2011
Reuters 1996 - 1999
Reuters America January 1996 - January 1997
Morgan Stanley & Co., Inc January 1987 - January 1996
Skills
Electronic Trading, Trading Strategies, Market Data, Market Structure, Trading Technology
Education
NYU Stern School of Business 1986 — 1987
MBA, Finance/Information Technology
New York University
M.B.A, Finance/MIS
The Johns Hopkins University
AB.D., M.A, Philosophy
The University of Louvain
B.A, Philosophy
Patricia Gartrell-Mezzadri's Morgan Stanley & Co. Inc. Experience March 2005 - Present
Job Vice President Equity Research Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley & Co. Inc. March 2005 - Present
Education
University of California, San Diego
BA, Communications
Morgan Stanley & Co. Inc. March 2005 - Present
Education
University of California, San Diego
BA, Communications
David Jaleel's Morgan Stanley & Co. Inc. Experience October 1990 - July 2014
Job Sales Trader Global Macro Group
Industry Financial Services
Experience
Global Clearing Firm January 2015 - Present
Morgan Stanley & Co., Inc. October 1990 - July 2014
First Chicago Futures October 1984 - October 1990
Skills
Options, Derivatives, Options Strategies, Foreign Exchange, Electronic Trading, Trading Systems, Financial Markets, Bloomberg, Member CBOT 1990 to..., Member CME 1987 - 1990, Series 3
Education
Emory University 1981 — 1983
BBA, Finance
Oxford College of Emory University 1979 — 1981
Associate of Arts (A.A.)
Global Clearing Firm January 2015 - Present
Morgan Stanley & Co., Inc. October 1990 - July 2014
First Chicago Futures October 1984 - October 1990
Skills
Options, Derivatives, Options Strategies, Foreign Exchange, Electronic Trading, Trading Systems, Financial Markets, Bloomberg, Member CBOT 1990 to..., Member CME 1987 - 1990, Series 3
Education
Emory University 1981 — 1983
BBA, Finance
Oxford College of Emory University 1979 — 1981
Associate of Arts (A.A.)
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY