MORGAN STANLEY & CO. INCORPORATED
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 ($865 B). wikipedia.org
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MORGAN STANLEY & CO. INCORPORATED Employees
Employee
Years
Job
Industry
Colette Rice Colette Rice's MORGAN STANLEY & CO. INCORPORATED Experience 1991 - 1999
Job Boosting pet and veterinary business profits through expert content strategy and copywriting
Industry Writing and Editing
Experience
Copy by Colette 2012 - Present
Actors Shakespeare Company 2000 - 2012
Starlite Media 1999 - 2001
Morgan Stanley & Co. Incorporated 1991 - 1999
Doris Duke Charitable Foundation 1996 - 1997
Skills
Copywriting, SEO copywriting, Content Strategy, Web Content Management, Email Marketing, Newsletters, Blogging, Social Media Marketing, Writing, Public Speaking, Marketing Strategy, Marketing Communications, Editing, Case Studies, Proposal Writing, Internet Research, Creative Writing, Voice Over, Fundraising, Organizational..., Theatre, Shakespeare, Acting, Performing Arts, Dramaturgy, Stage Direction, Non-profits, Voice Acting, Theatrical Production, Program Management, Arts, Drama, Directing, Program Development, Organizational..., Team Leadership, Volunteer Management, Blogs, Nonprofits
Education
Northwestern University 1982 — 1986
Master and Bachelor, Music
Indiana University Bloomington 1989 — 1990
Voice/Opera
Pacific Conservatory of the Performing Arts 1979 — 1981
Dramatic Arts, Theater
Main Street Vegan Academy 2012 — 2012
Certified Vegan Lifestyle Coach, Veganism
Copy by Colette 2012 - Present
Actors Shakespeare Company 2000 - 2012
Starlite Media 1999 - 2001
Morgan Stanley & Co. Incorporated 1991 - 1999
Doris Duke Charitable Foundation 1996 - 1997
Skills
Copywriting, SEO copywriting, Content Strategy, Web Content Management, Email Marketing, Newsletters, Blogging, Social Media Marketing, Writing, Public Speaking, Marketing Strategy, Marketing Communications, Editing, Case Studies, Proposal Writing, Internet Research, Creative Writing, Voice Over, Fundraising, Organizational..., Theatre, Shakespeare, Acting, Performing Arts, Dramaturgy, Stage Direction, Non-profits, Voice Acting, Theatrical Production, Program Management, Arts, Drama, Directing, Program Development, Organizational..., Team Leadership, Volunteer Management, Blogs, Nonprofits
Education
Northwestern University 1982 — 1986
Master and Bachelor, Music
Indiana University Bloomington 1989 — 1990
Voice/Opera
Pacific Conservatory of the Performing Arts 1979 — 1981
Dramatic Arts, Theater
Main Street Vegan Academy 2012 — 2012
Certified Vegan Lifestyle Coach, Veganism
Scott Mulcahy Scott Mulcahy's MORGAN STANLEY & CO. INCORPORATED Experience 1992 - 2009
Job Managing Director at XMS Capital Partners
Industry Investment Banking
Experience
XMS Capital Partners March 2009 - Present
Morgan Stanley & Co. Incorporated 1992 - 2009
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Finance, Decision Sciences
University of Notre Dame 1990 — 1992
BBA, Finance
United States Military Academy at West Point 1988 — 1990
XMS Capital Partners March 2009 - Present
Morgan Stanley & Co. Incorporated 1992 - 2009
Education
Northwestern University - Kellogg School of Management 1995 — 1996
MBA, Finance, Decision Sciences
University of Notre Dame 1990 — 1992
BBA, Finance
United States Military Academy at West Point 1988 — 1990
Barney Silver's MORGAN STANLEY & CO. INCORPORATED Experience August 1996 - February 1999
Job Senior Vice President and Principal at ATREG, Inc.
Industry Financial Services
Experience
Wellspring Family Services October 2011 - Present
ATREG July 2009 - Present
MIT Enterprise Forum of the Northwest June 2007 - July 2011
Elliott Bay Mortgage July 2005 - January 2009
Etudes Systems June 1999 - January 2002
Morgan Stanley & Co. Incorporated August 1996 - February 1999
LaSalle Partners August 1994 - August 1996
Skills
Mergers, Entrepreneurship, Finance, Mergers & Acquisitions, Board Governance, Nonprofits, Semiconductor Industry, Management, Business Development, Corporate Development, International Business, Leadership, Operations Management, Venture Capital, Start-ups, Investments, CRM, Enterprise Software, Project Management, Real Estate
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (MBA), Finance, Real Estate
Dartmouth College 1985 — 1989
SHS 1981 — 1985
Wellspring Family Services October 2011 - Present
ATREG July 2009 - Present
MIT Enterprise Forum of the Northwest June 2007 - July 2011
Elliott Bay Mortgage July 2005 - January 2009
Etudes Systems June 1999 - January 2002
Morgan Stanley & Co. Incorporated August 1996 - February 1999
LaSalle Partners August 1994 - August 1996
Skills
Mergers, Entrepreneurship, Finance, Mergers & Acquisitions, Board Governance, Nonprofits, Semiconductor Industry, Management, Business Development, Corporate Development, International Business, Leadership, Operations Management, Venture Capital, Start-ups, Investments, CRM, Enterprise Software, Project Management, Real Estate
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (MBA), Finance, Real Estate
Dartmouth College 1985 — 1989
SHS 1981 — 1985
Andre Solomon Andre Solomon's MORGAN STANLEY & CO. INCORPORATED Experience July 1993 - March 1997
Job Director of Finance and Administration at Commercial Finance Association
Industry Nonprofit Organization Management
Experience
Commercial Finance Association October 2013 - Present
Your Bottom Line CFO September 2010 - Present
Talley Management Group, Inc. March 2007 - December 2009
NetAid November 2005 - May 2006
Alpha North America May 2001 - May 2005
Andre Solomon & Partners, LTD May 1999 - May 2001
Dynamicweb Enterprises June 1997 - March 1999
Morgan Stanley & Co. Incorporated July 1993 - March 1997
Financial Services Corporation of New York City August 1989 - August 1991
Mayor's Office of Management and Budget, City of New York December 1985 - August 1989
Skills
Strategic Planning, Non-profits, Managerial Finance, Financial Analysis, Financial Reporting, Budgets, Fundraising, Financial Modeling, Investor Relations, Corporate Finance, Cash Management, Strategic Financial..., Project Management, Internal Controls, Finance
Education
Yale School of Management 1991 — 1993
MBA, General Mangement
City University of New York-Brooklyn College 1981 — 1985
BA, Economics
Commercial Finance Association October 2013 - Present
Your Bottom Line CFO September 2010 - Present
Talley Management Group, Inc. March 2007 - December 2009
NetAid November 2005 - May 2006
Alpha North America May 2001 - May 2005
Andre Solomon & Partners, LTD May 1999 - May 2001
Dynamicweb Enterprises June 1997 - March 1999
Morgan Stanley & Co. Incorporated July 1993 - March 1997
Financial Services Corporation of New York City August 1989 - August 1991
Mayor's Office of Management and Budget, City of New York December 1985 - August 1989
Skills
Strategic Planning, Non-profits, Managerial Finance, Financial Analysis, Financial Reporting, Budgets, Fundraising, Financial Modeling, Investor Relations, Corporate Finance, Cash Management, Strategic Financial..., Project Management, Internal Controls, Finance
Education
Yale School of Management 1991 — 1993
MBA, General Mangement
City University of New York-Brooklyn College 1981 — 1985
BA, Economics
Stephen Tunney Stephen Tunney's MORGAN STANLEY & CO. INCORPORATED Experience 1975 - 1983
Job Retired
Industry Financial Services
Experience
Home RealtorFusiilier Realty GroupDecember 2011 - October 2013
Pershing LLC 2010 - 2011
ascend consulting 2006 - 2007
ascend consulting 2006 - 2007
Bear Stearns 2005 - 2007
US Securities and Exchange Commission 2004 - 2005
Lewco Securities Corp. 1993 - 2002
Lewco Securites, Inc 1993 - 2001
National Securities Clearing Corp 1985 - 1993
Morgan Stanley & Co. Incorporated 1975 - 1983
Skills
Project Management, Securities, Business Analysis, Financial Services, SDLC, Equities, Derivatives, Fixed Income, Process Improvement, Requirements Gathering, Risk Management, PMO, SharePoint, Requirements Analysis, Agile Methodologies, Portfolio Management, Project Planning, Banking, Financial Risk, Management, Project Portfolio..., Analysis, Vendor Management
Education
Kean University 1978 — 1982
BS, Management Science
Home RealtorFusiilier Realty GroupDecember 2011 - October 2013
Pershing LLC 2010 - 2011
ascend consulting 2006 - 2007
ascend consulting 2006 - 2007
Bear Stearns 2005 - 2007
US Securities and Exchange Commission 2004 - 2005
Lewco Securities Corp. 1993 - 2002
Lewco Securites, Inc 1993 - 2001
National Securities Clearing Corp 1985 - 1993
Morgan Stanley & Co. Incorporated 1975 - 1983
Skills
Project Management, Securities, Business Analysis, Financial Services, SDLC, Equities, Derivatives, Fixed Income, Process Improvement, Requirements Gathering, Risk Management, PMO, SharePoint, Requirements Analysis, Agile Methodologies, Portfolio Management, Project Planning, Banking, Financial Risk, Management, Project Portfolio..., Analysis, Vendor Management
Education
Kean University 1978 — 1982
BS, Management Science
Karin Portella Karin Portella's MORGAN STANLEY & CO. INCORPORATED Experience November 1993 - November 2008
Job HR ConsultingCommercial Banking
Industry Banking
Experience
Capital One April 2013 - Present
CNBC May 2010 - April 2013
Morgan Stanley & Co. Incorporated November 1993 - November 2008
Skills
Social Media, Microsoft Excel, Editing, Microsoft Office, Mac, PowerPoint, Creative Writing, Microsoft Word, Facebook, Spanish, Copywriting, Photoshop, Blogging, Event Planning, Social Networking, Advertising, Final Cut Pro, Community Outreach, Copy Editing, Customer Service, Digital Media, Dreamweaver, Event Management, Fundraising, Journalism, Leadership, Marketing, Marketing Communications, Media Relations, New Media, Social Media Marketing, Public Speaking, Research, Public Relations, Press Releases, Nonprofits, Outlook
Education
City University of New York City College
Psychology
Capital One April 2013 - Present
CNBC May 2010 - April 2013
Morgan Stanley & Co. Incorporated November 1993 - November 2008
Skills
Social Media, Microsoft Excel, Editing, Microsoft Office, Mac, PowerPoint, Creative Writing, Microsoft Word, Facebook, Spanish, Copywriting, Photoshop, Blogging, Event Planning, Social Networking, Advertising, Final Cut Pro, Community Outreach, Copy Editing, Customer Service, Digital Media, Dreamweaver, Event Management, Fundraising, Journalism, Leadership, Marketing, Marketing Communications, Media Relations, New Media, Social Media Marketing, Public Speaking, Research, Public Relations, Press Releases, Nonprofits, Outlook
Education
City University of New York City College
Psychology
LaChante Robertson, MBA LaChante Robertson, MBA's MORGAN STANLEY & CO. INCORPORATED Experience May 2004 - May 2007
Job Vice PresidentDocumentation
Industry Financial Services
Experience
Barclays Capital March 2011 - Present
Deutsche Bank, AG May 2007 - June 2009
Morgan Stanley & Co. Incorporated May 2004 - May 2007
Skills
Derivatives, Equities, Financial Markets, Financial Risk, Fixed Income, Hedge Funds, Options, Prime Brokerage, Program Management, Securities, Strategy, Trading, Swaps, Risk Management, Capital Markets, Management
Education
Pace University - Lubin School of Business 2009 — 2011
MBA, Business Administration
Clark Atlanta University 1998 — 2002
Mass Media Arts, Broadcast Journalism
Barclays Capital March 2011 - Present
Deutsche Bank, AG May 2007 - June 2009
Morgan Stanley & Co. Incorporated May 2004 - May 2007
Skills
Derivatives, Equities, Financial Markets, Financial Risk, Fixed Income, Hedge Funds, Options, Prime Brokerage, Program Management, Securities, Strategy, Trading, Swaps, Risk Management, Capital Markets, Management
Education
Pace University - Lubin School of Business 2009 — 2011
MBA, Business Administration
Clark Atlanta University 1998 — 2002
Mass Media Arts, Broadcast Journalism
Novlette Gooden- Castillo Novlette Gooden- Castillo's MORGAN STANLEY & CO. INCORPORATED Experience August 2010 - April 2013
Job Contracts Administrator at Pace University
Industry Financial Services
Experience
Pace University June 2013 - Present
Morgan Stanley & Co. Incorporated August 2010 - April 2013
Acorda Therapeutics January 2009 - December 2009
Lumino Consulting Group March 2008 - March 2008
Reid Engineering, P.C. May 2007 - November 2007
Standard & Poor's February 2000 - April 2007
Paine Webber May 1998 - February 2000
Skills
Leadership, Project Management, Contract Negotiation, Management, Contract Management, Published Author
Education
Westchester Community College 2007 — 2008
Project Management, Business Writing
Baruch College, City University of New York (CUNY) 1998 — 1998
Paralegal Study
University of the West Indies 1988 — 1992
B.A., History, Social Science
Pace University June 2013 - Present
Morgan Stanley & Co. Incorporated August 2010 - April 2013
Acorda Therapeutics January 2009 - December 2009
Lumino Consulting Group March 2008 - March 2008
Reid Engineering, P.C. May 2007 - November 2007
Standard & Poor's February 2000 - April 2007
Paine Webber May 1998 - February 2000
Skills
Leadership, Project Management, Contract Negotiation, Management, Contract Management, Published Author
Education
Westchester Community College 2007 — 2008
Project Management, Business Writing
Baruch College, City University of New York (CUNY) 1998 — 1998
Paralegal Study
University of the West Indies 1988 — 1992
B.A., History, Social Science
Diane Brown Diane Brown's MORGAN STANLEY & CO. INCORPORATED Experience February 1994 - June 2001
Job Operational Risk Manager
Industry Financial Services
Experience
TIAA-CREF July 2014 - Present
Citi April 2013 - July 2014
Wells Fargo Capital Finance May 2010 - April 2013
Amalgamated Bank July 2006 - February 2010
Barclays Capital May 2005 - May 2006
Thomson Reuters March 2004 - May 2005
IBM Corporations March 2004 - December 2004
DEUTSCHE BANK/SCUDDER INVESTMENT July 2001 - November 2002
MORGAN STANLEY & CO. INCORPORATED February 1994 - June 2001
Skills
Compliance, Vendor Management, Outsourcing, Risk, Contract Negotiations, Procurement, Mergers, Negotiation, Strategy, Sourcing, Contract Management, Governance, Due Diligence, Supply Chain, Sarbanes-Oxley Act, Team Management
Education
University of New Haven
Bachelor of Science (BS), International Studies
Yale University/University of New Haven -Paralegal
TIAA-CREF July 2014 - Present
Citi April 2013 - July 2014
Wells Fargo Capital Finance May 2010 - April 2013
Amalgamated Bank July 2006 - February 2010
Barclays Capital May 2005 - May 2006
Thomson Reuters March 2004 - May 2005
IBM Corporations March 2004 - December 2004
DEUTSCHE BANK/SCUDDER INVESTMENT July 2001 - November 2002
MORGAN STANLEY & CO. INCORPORATED February 1994 - June 2001
Skills
Compliance, Vendor Management, Outsourcing, Risk, Contract Negotiations, Procurement, Mergers, Negotiation, Strategy, Sourcing, Contract Management, Governance, Due Diligence, Supply Chain, Sarbanes-Oxley Act, Team Management
Education
University of New Haven
Bachelor of Science (BS), International Studies
Yale University/University of New Haven -Paralegal
Stacey Rosen Stacey Rosen's MORGAN STANLEY & CO. INCORPORATED Experience June 2010 - August 2010
Job Technology Business Development at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley & Co. Incorporated June 2010 - August 2010
Fifth Avenue Financial June 2009 - August 2009
Lamar Advertising June 2009 - August 2009
Ramaquois Day Camp June 2005 - August 2008
Skills
PowerPoint, Marketing, Microsoft Excel, Financial Analysis, Social Media, Microsoft Word, Outlook, Microsoft Office, Advertising, Customer Service, Project Management, Public Speaking, Social Networking, Facebook
Education
UNIVERSITY AT BUFFALO, THE STATE UNIVERSITY OF NEW YORK 2007 — 2011
Bachelor of Science, Business Administration; Finance and Marketing Concentrations
University at Buffalo 2007 — 2011
Bachelor, Finance, Marketing
Morgan Stanley September 2013 - Present
Morgan Stanley August 2011 - Present
Morgan Stanley & Co. Incorporated June 2010 - August 2010
Fifth Avenue Financial June 2009 - August 2009
Lamar Advertising June 2009 - August 2009
Ramaquois Day Camp June 2005 - August 2008
Skills
PowerPoint, Marketing, Microsoft Excel, Financial Analysis, Social Media, Microsoft Word, Outlook, Microsoft Office, Advertising, Customer Service, Project Management, Public Speaking, Social Networking, Facebook
Education
UNIVERSITY AT BUFFALO, THE STATE UNIVERSITY OF NEW YORK 2007 — 2011
Bachelor of Science, Business Administration; Finance and Marketing Concentrations
University at Buffalo 2007 — 2011
Bachelor, Finance, Marketing
Ozzie Ayscue Ozzie Ayscue's MORGAN STANLEY & CO. INCORPORATED Experience August 1985 - August 1986
Job President at Here's Where, LLC and Lecturer in Business at UNH
Industry Leisure, Travel & Tourism
Experience
Here's Where, LLC April 2013 - Present
Peter T. Paul College of Business and Economics, University of New Hampshire August 2015 - Present
Vintrust, Inc. March 2008 - March 2010
Armchair Press 2004 - 2008
SysIQ, Inc. October 2003 - June 2006
Celebration Fantastic, Inc. July 1990 - June 2002
Fastix, Inc. October 1988 - May 1990
Morgan Stanley & Co. Incorporated August 1985 - August 1986
Morgan Stanley & Co. Incorporated August 1984 - August 1985
Skills
Start-ups, E-commerce, SaaS, Venture Capital, Management, Corporate Finance, Solution Selling, Finance, Investment Banking, Strategic Planning, Marketing Strategy, Capital Markets, Entertainment, Mergers & Acquisitions, Entrepreneurship, Negotiation, Mergers, Strategic Partnerships, Business Development, Budgets
Education
Stanford University Graduate School of Business 1986 — 1988
MBA, Finance, Investing and Entrepreneurship
University of North Carolina at Chapel Hill 1980 — 1984
BA, English
Phillips Exeter Academy 1977 — 1980
HS Diploma
Here's Where, LLC April 2013 - Present
Peter T. Paul College of Business and Economics, University of New Hampshire August 2015 - Present
Vintrust, Inc. March 2008 - March 2010
Armchair Press 2004 - 2008
SysIQ, Inc. October 2003 - June 2006
Celebration Fantastic, Inc. July 1990 - June 2002
Fastix, Inc. October 1988 - May 1990
Morgan Stanley & Co. Incorporated August 1985 - August 1986
Morgan Stanley & Co. Incorporated August 1984 - August 1985
Skills
Start-ups, E-commerce, SaaS, Venture Capital, Management, Corporate Finance, Solution Selling, Finance, Investment Banking, Strategic Planning, Marketing Strategy, Capital Markets, Entertainment, Mergers & Acquisitions, Entrepreneurship, Negotiation, Mergers, Strategic Partnerships, Business Development, Budgets
Education
Stanford University Graduate School of Business 1986 — 1988
MBA, Finance, Investing and Entrepreneurship
University of North Carolina at Chapel Hill 1980 — 1984
BA, English
Phillips Exeter Academy 1977 — 1980
HS Diploma
Ben Terk Ben Terk's MORGAN STANLEY & CO. INCORPORATED Experience 1993 - 1996
Job CoFounder, Active Owners Fund
Industry Investment Management
Experience
Active Owners Fund November 2009 - Present
Rho Ventures 1998 - November 2009
LEARNED OPTIMISM COMPANY 1996 - 1998
MORGAN STANLEY & CO. INCORPORATED 1993 - 1996
Skills
Venture Capital, Investments, Due Diligence, Hedge Funds, Valuation, Small Cap Public, Board Development, Small Cap, Start-ups, Financial Modeling, Finance, Private Equity, M&A experience, Mergers & Acquisitions, Mutual Funds, Alternative Investments, Mergers, Portfolio Management, Corporate Development, LBO, Securities, Private Placements, Emerging Markets, Investment Management
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Information Strategy and Finance
Duke University 1989 — 1993
BA, Economics
Bank Street
Bank Street College of Education
Fieldston
Fieldston
Active Owners Fund November 2009 - Present
Rho Ventures 1998 - November 2009
LEARNED OPTIMISM COMPANY 1996 - 1998
MORGAN STANLEY & CO. INCORPORATED 1993 - 1996
Skills
Venture Capital, Investments, Due Diligence, Hedge Funds, Valuation, Small Cap Public, Board Development, Small Cap, Start-ups, Financial Modeling, Finance, Private Equity, M&A experience, Mergers & Acquisitions, Mutual Funds, Alternative Investments, Mergers, Portfolio Management, Corporate Development, LBO, Securities, Private Placements, Emerging Markets, Investment Management
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Information Strategy and Finance
Duke University 1989 — 1993
BA, Economics
Bank Street
Bank Street College of Education
Fieldston
Fieldston
Helge Petermann Helge Petermann's MORGAN STANLEY & CO. INCORPORATED Experience 1994 - 1996
Job Managing Director at River Street Capital, LLC
Industry Venture Capital & Private Equity
Experience
ProSeeder Technologies 2014 - Present
River Street Capital, LLC 2012 - Present
TVU Networks 2006 - Present
Cantor Fitzgerald & Co. 2011 - 2012
OndaVentures 2009 - 2011
Capital Dynamics, Inc. 2003 - 2009
Rothschild Inc. 1999 - 2002
Merrill Lynch & Co. 1996 - 1999
Morgan Stanley & Co. Incorporated 1994 - 1996
Skills
Private Equity, Due Diligence, Investor Relations, Investments, Capital Raising, Venture Capital, Alternative Investments, Business Development, Emerging Markets, Corporate Development, Mergers & Acquisitions, Valuation, Investment Banking, Investment Management, Corporate Finance, Mergers, Portfolio Management, Hedge Funds, Equities, Financial Modeling, Asset Management, Capital Markets, Structuring, Restructuring, Business Strategy, New Business Development, Fundraising, Start-ups, Financial Analysis, Financial Advisory, Management, Entrepreneurship
Education
Columbia University - Columbia Business School
MBA
The London School of Economics and Political Science (LSE)
Diploma
ProSeeder Technologies 2014 - Present
River Street Capital, LLC 2012 - Present
TVU Networks 2006 - Present
Cantor Fitzgerald & Co. 2011 - 2012
OndaVentures 2009 - 2011
Capital Dynamics, Inc. 2003 - 2009
Rothschild Inc. 1999 - 2002
Merrill Lynch & Co. 1996 - 1999
Morgan Stanley & Co. Incorporated 1994 - 1996
Skills
Private Equity, Due Diligence, Investor Relations, Investments, Capital Raising, Venture Capital, Alternative Investments, Business Development, Emerging Markets, Corporate Development, Mergers & Acquisitions, Valuation, Investment Banking, Investment Management, Corporate Finance, Mergers, Portfolio Management, Hedge Funds, Equities, Financial Modeling, Asset Management, Capital Markets, Structuring, Restructuring, Business Strategy, New Business Development, Fundraising, Start-ups, Financial Analysis, Financial Advisory, Management, Entrepreneurship
Education
Columbia University - Columbia Business School
MBA
The London School of Economics and Political Science (LSE)
Diploma
Gregory S. Munsell's MORGAN STANLEY & CO. INCORPORATED Experience 1996 - 2001
Job Finance & Corporate Development Executive | Identifying & Optimizing Opportunities to Build Businesses & Finance Change
Industry Financial Services
Experience
KeyBanc Capital Markets 2010 - 2012
Three Kings Capital 2009 - 2010
UBS Investment Bank 2002 - 2008
Morgan Stanley & Co. Incorporated 1996 - 2001
United States National Bank of Oregon 1991 - 1995
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Cornell University 1987 — 1991
BA, Economics
Brunswick School
Brunswick School
KeyBanc Capital Markets 2010 - 2012
Three Kings Capital 2009 - 2010
UBS Investment Bank 2002 - 2008
Morgan Stanley & Co. Incorporated 1996 - 2001
United States National Bank of Oregon 1991 - 1995
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Cornell University 1987 — 1991
BA, Economics
Brunswick School
Brunswick School
Felix Riccio's MORGAN STANLEY & CO. INCORPORATED Experience 1986 - 1988
Job SVP, Corporate Development at Trans National Group
Industry Executive Office
Experience
Trans National Group Services, LLC 2002 - Present
Verilytics, Inc. (formerly iBelong.com, Inc.) 1999 - 2002
Kessler Financial Services 1997 - 1999
Goodwin Procter LLP 1991 - 1997
Morgan Stanley & Co. Incorporated 1986 - 1988
Skills
Strategic Partnerships, Mergers, Venture Capital, Strategic Planning, Start-ups, Business Strategy, Marketing Strategy, Business Development, Strategy, Licensing, Financial Modeling, Analytics, Private Equity, Mergers & Acquisitions, Corporate Development
Education
University of Virginia School of Law 1988 — 1991
JD
Princeton University 1982 — 1986
A.B., with honors, Woodrow Wilson School of Public and International Affairs
Trans National Group Services, LLC 2002 - Present
Verilytics, Inc. (formerly iBelong.com, Inc.) 1999 - 2002
Kessler Financial Services 1997 - 1999
Goodwin Procter LLP 1991 - 1997
Morgan Stanley & Co. Incorporated 1986 - 1988
Skills
Strategic Partnerships, Mergers, Venture Capital, Strategic Planning, Start-ups, Business Strategy, Marketing Strategy, Business Development, Strategy, Licensing, Financial Modeling, Analytics, Private Equity, Mergers & Acquisitions, Corporate Development
Education
University of Virginia School of Law 1988 — 1991
JD
Princeton University 1982 — 1986
A.B., with honors, Woodrow Wilson School of Public and International Affairs
Mark Rafkin's MORGAN STANLEY & CO. INCORPORATED Experience 1998 - 2005
Job Operations Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2012 - Present
Caxton Associates December 2005 - July 2011
Lehman Brothers July 2004 - December 2005
Morgan Stanley & Co. Incorporated 1998 - 2005
pershing 1995 - 1998
Skills
excellent client service, Equities, Hedge Funds, Fixed Income, Derivatives, Trading, Financial Services, Bloomberg, Capital Markets, Options, Securities
Education
Michigan State University 1989 — 1992
ba, economics/poly sci/industrial psychology
Purdue University
Morgan Stanley October 2012 - Present
Caxton Associates December 2005 - July 2011
Lehman Brothers July 2004 - December 2005
Morgan Stanley & Co. Incorporated 1998 - 2005
pershing 1995 - 1998
Skills
excellent client service, Equities, Hedge Funds, Fixed Income, Derivatives, Trading, Financial Services, Bloomberg, Capital Markets, Options, Securities
Education
Michigan State University 1989 — 1992
ba, economics/poly sci/industrial psychology
Purdue University
Alice Lobo-Rocha's MORGAN STANLEY & CO. INCORPORATED Experience October 2007 - March 2008
Job at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners September 2010 - Present
Credit Suisse May 2010 - August 2010
Fidelity Investments April 2009 - May 2010
Morgan Stanley & Co. Incorporated October 2007 - March 2008
Morgan Stanley February 1995 - March 2008
Kidder Peabody July 1975 - January 1995
Skills
FINRA, Financial Services, Training
Education
Pace University 1980 — 1980
Computer Analysis
Guggenheim Partners September 2010 - Present
Credit Suisse May 2010 - August 2010
Fidelity Investments April 2009 - May 2010
Morgan Stanley & Co. Incorporated October 2007 - March 2008
Morgan Stanley February 1995 - March 2008
Kidder Peabody July 1975 - January 1995
Skills
FINRA, Financial Services, Training
Education
Pace University 1980 — 1980
Computer Analysis
Laure Salvaggio's MORGAN STANLEY & CO. INCORPORATED Experience January 1990 - March 2008
Job Vice President, Compliance
Industry Investment Banking
Experience
Morgan Stanley October 2009 - Present
Morgan Stanley January 2009 - October 2009
Morgan Stanley & Co. Incorporated January 1990 - March 2008
Skills
Securities, Series 7, Equities, Series 24, Series 63
Education
State University of New York College at Cortland 1984 — 1988
Psychology
Morgan Stanley October 2009 - Present
Morgan Stanley January 2009 - October 2009
Morgan Stanley & Co. Incorporated January 1990 - March 2008
Skills
Securities, Series 7, Equities, Series 24, Series 63
Education
State University of New York College at Cortland 1984 — 1988
Psychology
Kevin Straine's MORGAN STANLEY & CO. INCORPORATED Experience 1994 - 1997
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets December 2014 - Present
Deutsche Bank Securities July 2006 - December 2014
Bear Stearns April 2004 - July 2006
Beauchamp Hedge Fund Solutions, Linedata Services (previously Beauchamp Financial Technology, Inc) 2001 - 2002
Brandywine Asset Management 1999 - 2001
Morgan Stanley & Co. Incorporated 1994 - 1997
Morgan Stanley 1994 - 1997
Skills
Commodities, Trading, FIX, Futures, Equities, Client Relationship..., Client Acquisition, Listed Derivatives, Sales Management, Trading Desk Management, Derivatives, Capital Markets, Fixed Income, Commodity, Options, Alternative Investments, Bloomberg, Electronic Trading, Finance, Hedge Funds, Investment Banking, Prime Brokerage
Education
Drexel University - LeBow College of Business 2001 — 2003
MBA, Finance
University of Delaware 1989 — 1993
BA, History
RBC Capital Markets December 2014 - Present
Deutsche Bank Securities July 2006 - December 2014
Bear Stearns April 2004 - July 2006
Beauchamp Hedge Fund Solutions, Linedata Services (previously Beauchamp Financial Technology, Inc) 2001 - 2002
Brandywine Asset Management 1999 - 2001
Morgan Stanley & Co. Incorporated 1994 - 1997
Morgan Stanley 1994 - 1997
Skills
Commodities, Trading, FIX, Futures, Equities, Client Relationship..., Client Acquisition, Listed Derivatives, Sales Management, Trading Desk Management, Derivatives, Capital Markets, Fixed Income, Commodity, Options, Alternative Investments, Bloomberg, Electronic Trading, Finance, Hedge Funds, Investment Banking, Prime Brokerage
Education
Drexel University - LeBow College of Business 2001 — 2003
MBA, Finance
University of Delaware 1989 — 1993
BA, History
Candy Koederitz's MORGAN STANLEY & CO. INCORPORATED Experience September 1982 - November 1996
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Managing DirectorMorgan StanleyJanuary 2001 - Present
Morgan Stanley Asia (S) Ltd Pte January 1999 - December 2000
Morgan Stanley Asia Limited November 1996 - December 1998
Morgan Stanley & Co. Incorporated September 1982 - November 1996
Skills
Capital Markets, Equities, Investment Banking, Corporate Finance, Investments, Fixed Income, Hedge Funds, Private Equity, Securities, Alternative Investments, Valuation, Equity Derivatives, Financial Modeling, Derivatives, Venture Capital, Series 7
Education
Harvard Business School 1980 — 1982
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1975 — 1978
Bachelor's Degree, Civil Engineering, 3.96
Morgan Stanley Managing DirectorMorgan StanleyJanuary 2001 - Present
Morgan Stanley Asia (S) Ltd Pte January 1999 - December 2000
Morgan Stanley Asia Limited November 1996 - December 1998
Morgan Stanley & Co. Incorporated September 1982 - November 1996
Skills
Capital Markets, Equities, Investment Banking, Corporate Finance, Investments, Fixed Income, Hedge Funds, Private Equity, Securities, Alternative Investments, Valuation, Equity Derivatives, Financial Modeling, Derivatives, Venture Capital, Series 7
Education
Harvard Business School 1980 — 1982
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1975 — 1978
Bachelor's Degree, Civil Engineering, 3.96
Andrew A. McElwee, Jr.'s MORGAN STANLEY & CO. INCORPORATED Experience January 1984 - February 1985
Job President & COO at Homesite
Industry Insurance
Experience
Homesite Insurance 2011 - Present
Chubb & Son August 2002 - December 2010
Chubb & Son September 1999 - July 2002
The Chubb Corporation November 1997 - August 1999
Bellemead Development Corporation February 1985 - October 1997
Morgan Stanley & Co. Incorporated January 1984 - February 1985
Dewey Ballantine LLP September 1980 - January 1984
Skills
Insurance, Underwriting, Property & Casualty..., Reinsurance, Professional Liability, Liability, Umbrella Insurance, Financial Services, Claim, Mergers & Acquisitions, Legal Liability, Commercial Insurance, General Insurance, Risk Management, Management, Brokers, Casualty, Claims Management, Finance, Leadership
Education
University of Virginia School of Law 1977 — 1980
JD, Law
Davidson College 1973 — 1977
BA
Harvard Business School
AMP
Homesite Insurance 2011 - Present
Chubb & Son August 2002 - December 2010
Chubb & Son September 1999 - July 2002
The Chubb Corporation November 1997 - August 1999
Bellemead Development Corporation February 1985 - October 1997
Morgan Stanley & Co. Incorporated January 1984 - February 1985
Dewey Ballantine LLP September 1980 - January 1984
Skills
Insurance, Underwriting, Property & Casualty..., Reinsurance, Professional Liability, Liability, Umbrella Insurance, Financial Services, Claim, Mergers & Acquisitions, Legal Liability, Commercial Insurance, General Insurance, Risk Management, Management, Brokers, Casualty, Claims Management, Finance, Leadership
Education
University of Virginia School of Law 1977 — 1980
JD, Law
Davidson College 1973 — 1977
BA
Harvard Business School
AMP
Heidi Sobol's MORGAN STANLEY & CO. INCORPORATED Experience 1986 - 1990
Job Treasurer at Hutchin Hill Capital, LP
Industry Financial Services
Experience
Hutchin Hill Capital, LP January 2015 - Present
Deutsche Bank Securities 1997 - June 2011
Paribas Capital Markets 1994 - 1997
GE Capital Aviation Services (GECAS) 1990 - 1994
Morgan Stanley & Co. Incorporated 1986 - 1990
Marine Midland Bank 1984 - 1986
Education
Colgate University 1979 — 1983
A.B., Economics, Asian Studies
Hutchin Hill Capital, LP January 2015 - Present
Deutsche Bank Securities 1997 - June 2011
Paribas Capital Markets 1994 - 1997
GE Capital Aviation Services (GECAS) 1990 - 1994
Morgan Stanley & Co. Incorporated 1986 - 1990
Marine Midland Bank 1984 - 1986
Education
Colgate University 1979 — 1983
A.B., Economics, Asian Studies
Dimitri Steinberg's MORGAN STANLEY & CO. INCORPORATED Experience 1990 - 1992
Job Managing Director at Foros
Industry Investment Banking
Experience
BANK OF AMERICA SECURITIES 2007 - 2009
HSBC SECURITIES (USA) INC 2004 - 2007
LAZARD FRÈRES & CO. LLC 1995 - 2004
BOSTON CONSULTING GROUP, INC 1994 - 1994
BRENTWOOD ASSOCIATES 1992 - 1993
MORGAN STANLEY & CO. INCORPORATED 1990 - 1992
Skills
Equities, Finance, Mergers, Venture Capital, Acquisitions, Mergers & Acquisitions, Strategic Planning, Investment Banking, Business Development, Private Equity, Hedge Funds, Capital Markets, Valuation
Education
Harvard Business School 1993 — 1995
Master
Princeton University 1986 — 1990
Bachelor of Arts
BANK OF AMERICA SECURITIES 2007 - 2009
HSBC SECURITIES (USA) INC 2004 - 2007
LAZARD FRÈRES & CO. LLC 1995 - 2004
BOSTON CONSULTING GROUP, INC 1994 - 1994
BRENTWOOD ASSOCIATES 1992 - 1993
MORGAN STANLEY & CO. INCORPORATED 1990 - 1992
Skills
Equities, Finance, Mergers, Venture Capital, Acquisitions, Mergers & Acquisitions, Strategic Planning, Investment Banking, Business Development, Private Equity, Hedge Funds, Capital Markets, Valuation
Education
Harvard Business School 1993 — 1995
Master
Princeton University 1986 — 1990
Bachelor of Arts
Louis Paglia's MORGAN STANLEY & CO. INCORPORATED Experience 1986 - 1992
Job Founder at Customer Choice LLC
Industry Financial Services
Experience
Hy9 Corporation April 2010 - Present
King Low Heywood Thomas July 2009 - Present
Customer Choice LLC 2009 - Present
NorthStar Realty Finance Corp. February 2006 - Present
C2k Advisors 2009 - 2010
UIL Holdings Corporation 2002 - 2006
eCredit 1999 - 2001
TIG Holdings Inc. 1992 - 1999
Morgan Stanley & Co. Incorporated 1986 - 1992
Smith Barney, Harris Upham & Co. 1983 - 1986
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Massachusetts Institute of Technology 1975 — 1979
BS, Engineering
Hy9 Corporation April 2010 - Present
King Low Heywood Thomas July 2009 - Present
Customer Choice LLC 2009 - Present
NorthStar Realty Finance Corp. February 2006 - Present
C2k Advisors 2009 - 2010
UIL Holdings Corporation 2002 - 2006
eCredit 1999 - 2001
TIG Holdings Inc. 1992 - 1999
Morgan Stanley & Co. Incorporated 1986 - 1992
Smith Barney, Harris Upham & Co. 1983 - 1986
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
Massachusetts Institute of Technology 1975 — 1979
BS, Engineering
Andrew Martzloff's MORGAN STANLEY & CO. INCORPORATED Experience August 1978 - June 1981
Job Managing Director and Founder at Bitterroot Capital Advisors, LLC
Industry Investment Management
Experience
Bitterroot Capital Advisors, LLC January 1998 - Present
Mercury Capital Management LLC January 1994 - June 1997
Alex. Brown & Sons 1986 - 1993
ROLM Corporation September 1983 - August 1986
Morgan Stanley & Co. Incorporated August 1978 - June 1981
Skills
Private Equity, Venture Capital, Mergers & Acquisitions, Wealth Management, Family Office, Alternative Investments, Hedge Funds, Valuation, Investments, Corporate Development, Asset Management, Emerging Markets, Investment Banking, Equities, Due Diligence, Capital Markets, Portfolio Management, Corporate Finance, Investment Management, Financial Modeling, Investment Strategies, Fixed Income, LBO, Private Placements, Investor Relations
Education
Stanford University 1974 — 1978
Bachelor of Arts (B.A.), Economics
Dartmouth College - The Tuck School of Business at Dartmouth 1981 — 1983
MBA, Finance and General Management
Bitterroot Capital Advisors, LLC January 1998 - Present
Mercury Capital Management LLC January 1994 - June 1997
Alex. Brown & Sons 1986 - 1993
ROLM Corporation September 1983 - August 1986
Morgan Stanley & Co. Incorporated August 1978 - June 1981
Skills
Private Equity, Venture Capital, Mergers & Acquisitions, Wealth Management, Family Office, Alternative Investments, Hedge Funds, Valuation, Investments, Corporate Development, Asset Management, Emerging Markets, Investment Banking, Equities, Due Diligence, Capital Markets, Portfolio Management, Corporate Finance, Investment Management, Financial Modeling, Investment Strategies, Fixed Income, LBO, Private Placements, Investor Relations
Education
Stanford University 1974 — 1978
Bachelor of Arts (B.A.), Economics
Dartmouth College - The Tuck School of Business at Dartmouth 1981 — 1983
MBA, Finance and General Management
Carl Romick's MORGAN STANLEY & CO. INCORPORATED Experience 1986 - 1992
Job vice president trading at Wells Fargo Prime Services
Industry Financial Services
Experience
Wells Fargo Prime Services December 2012 - Present
Merlin Securities September 2010 - December 2012
Keck Securities July 1997 - November 2007
Morgan Stanley & Co. Incorporated 1986 - 1992
Education
University of California Irvine 1975 — 1979
BA, English
University of California, Irvine
Wells Fargo Prime Services December 2012 - Present
Merlin Securities September 2010 - December 2012
Keck Securities July 1997 - November 2007
Morgan Stanley & Co. Incorporated 1986 - 1992
Education
University of California Irvine 1975 — 1979
BA, English
University of California, Irvine
Richard Hanson's MORGAN STANLEY & CO. INCORPORATED Experience January 1994 - April 2012
Job Manager , Accountant , Controller , Process Reengineer
Industry Financial Services
Experience
Morgan Stanley & Co. Incorporated January 1994 - April 2012
Morgan Stanley 1994 - 2012
Salomon Smith Barney January 1990 - January 1994
Depository Trust Company January 1984 - January 1990
Prudential Securities Incorporated January 1982 - January 1984
Goldman Sachs & Co January 1977 - January 1982
Skills
Fixed Income, Capital Markets, Finance, Equities, Risk Management, Bloomberg, Account Reconciliation, Financial Risk, Financial Services, Securities, Internal Controls, Auditing, Banking, Accounts Receivable, Financial Analysis, Financial Reporting, Internal Audit, Analysis, IPO, Accounts Payable, Process Improvement, Expense Management, Due Diligence, Investments, Variance Analysis, General Ledger, Microsoft Excel, Accounting, Trading, Expenses, Emerging Markets, Hedge Funds, Graduate Recruitment, Public Finance, Reporting & Analysis, Treasury Management, Strategic Financial..., Leadership, Financial Modeling, Systems Engineering, Mentoring, Profitability Analysis, Expense Reduction, Audit, Reconciliations, Excel, Reconciliation, Monthly Closing, 10 Q,10 K,Customer..., User Documentation
Education
Manhattan College
MBA, Finance
Manhattan College
BA, Political Science and Government
Morgan Stanley & Co. Incorporated January 1994 - April 2012
Morgan Stanley 1994 - 2012
Salomon Smith Barney January 1990 - January 1994
Depository Trust Company January 1984 - January 1990
Prudential Securities Incorporated January 1982 - January 1984
Goldman Sachs & Co January 1977 - January 1982
Skills
Fixed Income, Capital Markets, Finance, Equities, Risk Management, Bloomberg, Account Reconciliation, Financial Risk, Financial Services, Securities, Internal Controls, Auditing, Banking, Accounts Receivable, Financial Analysis, Financial Reporting, Internal Audit, Analysis, IPO, Accounts Payable, Process Improvement, Expense Management, Due Diligence, Investments, Variance Analysis, General Ledger, Microsoft Excel, Accounting, Trading, Expenses, Emerging Markets, Hedge Funds, Graduate Recruitment, Public Finance, Reporting & Analysis, Treasury Management, Strategic Financial..., Leadership, Financial Modeling, Systems Engineering, Mentoring, Profitability Analysis, Expense Reduction, Audit, Reconciliations, Excel, Reconciliation, Monthly Closing, 10 Q,10 K,Customer..., User Documentation
Education
Manhattan College
MBA, Finance
Manhattan College
BA, Political Science and Government
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS