Morgan Stanley & Company
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 & Company Employees
Employee
Years
Job
Industry
Peter Kim Peter Kim's Morgan Stanley & Company Experience 1992 - 1994
Job Private Equity Investor and Operating Executive
Industry Venture Capital & Private Equity
Experience
Katzkin Leather Inc. June 2015 - Present
ClearLight Partners 2002 - Present
McKinsey & Company 1998 - 2001
Educational Publishing Corporation (former Brentwood portfolio company) 1995 - 1996
Brentwood Associates 1994 - 1995
Morgan Stanley & Company 1992 - 1994
Skills
Private Equity, Mergers & Acquisitions, Investments, Corporate Finance, Business Strategy, Corporate Development, Business Valuation, Entrepreneurship, Finance, Competitive Analysis, Strategy
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Management & Strategy, Finance, Marketing
Copenhagen Business School 1997 — 1997
Exchange Student Advanced Program in International Management
The University of Chicago 1988 — 1992
BA, Economics, Math
Katzkin Leather Inc. June 2015 - Present
ClearLight Partners 2002 - Present
McKinsey & Company 1998 - 2001
Educational Publishing Corporation (former Brentwood portfolio company) 1995 - 1996
Brentwood Associates 1994 - 1995
Morgan Stanley & Company 1992 - 1994
Skills
Private Equity, Mergers & Acquisitions, Investments, Corporate Finance, Business Strategy, Corporate Development, Business Valuation, Entrepreneurship, Finance, Competitive Analysis, Strategy
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Management & Strategy, Finance, Marketing
Copenhagen Business School 1997 — 1997
Exchange Student Advanced Program in International Management
The University of Chicago 1988 — 1992
BA, Economics, Math
Ellerton J. Castor Ellerton J. Castor's Morgan Stanley & Company Experience August 1993 - April 1995
Job Chief Financial Officer at Ontario Graphite Limited
Industry Venture Capital & Private Equity
Experience
Ontario Graphite Limited November 2012 - Present
Ontario Graphite Limited February 2012 - November 2013
SphereInvest Group January 2010 - January 2012
Panterra Partners, LLC January 2005 - December 2009
Banc of America Securities, LLC January 2000 - November 2004
CIBC World Markets June 1995 - December 1999
Morgan Stanley & Company August 1993 - April 1995
Bank of Boston June 1989 - July 1991
Shawmut Bank November 1986 - June 1989
Skills
Mergers, Corporate Finance, Restructuring, Private Equity, Financial Analysis, Loans, Strategy, Investments, Real Estate, Investment Banking, Due Diligence, Entrepreneurship, Corporate Law, Financial Structuring, Real Estate Economics, Business Strategy, Mergers & Acquisitions, Capital, Management, Start-ups, Management Consulting, Risk Management, Mutual Funds, Latin America, Financial Modeling, Commercial Lending, Portfolio Management
Education
Harvard Business School 1991 — 1993
MBA
Franklin Pierce University 1982 — 1986
AB
Ontario Graphite Limited November 2012 - Present
Ontario Graphite Limited February 2012 - November 2013
SphereInvest Group January 2010 - January 2012
Panterra Partners, LLC January 2005 - December 2009
Banc of America Securities, LLC January 2000 - November 2004
CIBC World Markets June 1995 - December 1999
Morgan Stanley & Company August 1993 - April 1995
Bank of Boston June 1989 - July 1991
Shawmut Bank November 1986 - June 1989
Skills
Mergers, Corporate Finance, Restructuring, Private Equity, Financial Analysis, Loans, Strategy, Investments, Real Estate, Investment Banking, Due Diligence, Entrepreneurship, Corporate Law, Financial Structuring, Real Estate Economics, Business Strategy, Mergers & Acquisitions, Capital, Management, Start-ups, Management Consulting, Risk Management, Mutual Funds, Latin America, Financial Modeling, Commercial Lending, Portfolio Management
Education
Harvard Business School 1991 — 1993
MBA
Franklin Pierce University 1982 — 1986
AB
David Gorman David Gorman's Morgan Stanley & Company Experience June 1994 - June 1996
Job Americas Advisor at The Table Club
Industry Investment Management
Experience
The Table Club December 2012 - Present
Australian Government/Australian Trade Commission July 2009 - February 2013
Fischer & Company LP July 2007 - December 2008
Arden Asset Management April 2006 - June 2007
Bear Stearns Asset Management 1999 - 2006
Morgan Stanley Asset Management June 1996 - August 1999
Morgan Stanley & Company June 1994 - June 1996
Skills
Portuguese, Português brasileiro, Brazilian Portuguese, Español, Spanish, Infrastructure, Hedge Funds, Private Equity, Venture Capital, Energy, Renewable Energy, Australian Tax, Australian Taxation, Français, French, Pensions, Pension Funds, Endowments, Foundations, Banking, Investment Banking, Securitization
Education
Columbia University in the City of New York 1991 — 1994
BA
CFA
The Table Club December 2012 - Present
Australian Government/Australian Trade Commission July 2009 - February 2013
Fischer & Company LP July 2007 - December 2008
Arden Asset Management April 2006 - June 2007
Bear Stearns Asset Management 1999 - 2006
Morgan Stanley Asset Management June 1996 - August 1999
Morgan Stanley & Company June 1994 - June 1996
Skills
Portuguese, Português brasileiro, Brazilian Portuguese, Español, Spanish, Infrastructure, Hedge Funds, Private Equity, Venture Capital, Energy, Renewable Energy, Australian Tax, Australian Taxation, Français, French, Pensions, Pension Funds, Endowments, Foundations, Banking, Investment Banking, Securitization
Education
Columbia University in the City of New York 1991 — 1994
BA
CFA
Rob McMillan Rob McMillan's Morgan Stanley & Company Experience March 1993 - February 1999
Job President & Managing Director Wheless Partners Florida ~Advisors & Consultants for Board Director & Executive Search
Industry Management Consulting
Experience
Wheless Partners October 2010 - Present
Wells Fargo August 2007 - April 2010
Merrill Lynch Institutional Securities February 1999 - August 2007
Morgan Stanley & Company March 1993 - February 1999
Paine Webber March 1988 - March 1993
Skills
Sales Management, Budgets, Strategic Planning, Account Management, Marketing Strategy, Public Relations, Business Development, Finance, New Business Development, Private Equity, Investment Banking, Financial Services, General Management &..., High Net Worth..., Relationship Management, Wealth Management..., Yachting, client stewardship, Client Development, Consulting, Research, Public Speaking, Manage Client..., Property & Casualty..., Private Clients, Venture Capital, Investments, Bloomberg, Fixed Income, Portfolio Performance..., Strategy, Marketing, Executive Management, Start-ups, International Business, Mergers & Acquisitions, Strategic Partnerships, Portfolio Management, Asset Management, Sales, Training, Analysis, Networking, Leadership Development, Financial Analysis, Due Diligence, CRM, Management, Banking, Leadership
Education
University of Pennsylvania - The Wharton School 1992 — 1993
Aresty Institute School of Executive Education, Wharton Executive Leadership Program
The Ohio State University - The Max M. Fisher College of Business 1976 — 1980
Bachelor's degree, Business, Management, Marketing, and The School of Journalism
Wheless Partners October 2010 - Present
Wells Fargo August 2007 - April 2010
Merrill Lynch Institutional Securities February 1999 - August 2007
Morgan Stanley & Company March 1993 - February 1999
Paine Webber March 1988 - March 1993
Skills
Sales Management, Budgets, Strategic Planning, Account Management, Marketing Strategy, Public Relations, Business Development, Finance, New Business Development, Private Equity, Investment Banking, Financial Services, General Management &..., High Net Worth..., Relationship Management, Wealth Management..., Yachting, client stewardship, Client Development, Consulting, Research, Public Speaking, Manage Client..., Property & Casualty..., Private Clients, Venture Capital, Investments, Bloomberg, Fixed Income, Portfolio Performance..., Strategy, Marketing, Executive Management, Start-ups, International Business, Mergers & Acquisitions, Strategic Partnerships, Portfolio Management, Asset Management, Sales, Training, Analysis, Networking, Leadership Development, Financial Analysis, Due Diligence, CRM, Management, Banking, Leadership
Education
University of Pennsylvania - The Wharton School 1992 — 1993
Aresty Institute School of Executive Education, Wharton Executive Leadership Program
The Ohio State University - The Max M. Fisher College of Business 1976 — 1980
Bachelor's degree, Business, Management, Marketing, and The School of Journalism
Pulin Sanghvi Pulin Sanghvi's Morgan Stanley & Company Experience July 1992 - July 1994
Job Executive Director, Career Services at Princeton University
Industry Higher Education
Experience
Princeton University December 2013 - Present
Stanford University Graduate School of Business September 2009 - October 2013
McKinsey & Company January 2007 - September 2009
Ivy Strategy April 2000 - September 2009
McKinsey & Company July 1997 - March 2000
Morgan Stanley & Company July 1992 - July 1994
Skills
Career Counseling, Career Development, Leadership Development, Strategy, Higher Education, Public Speaking, Management Consulting, Cross-functional Team..., Business Strategy, Strategic Planning, Marketing Communications, Business Development, Team Building, Organizational..., Competitive Analysis, Business Planning, Leadership, Nonprofits, Life Coaching, Start-ups, Career Management
Education
Stanford Graduate School of Business 1995 — 1997
Master of Business Administration (MBA)
Yale University 1987 — 1992
Bachelor of Arts (B.A.), Economics
Princeton University December 2013 - Present
Stanford University Graduate School of Business September 2009 - October 2013
McKinsey & Company January 2007 - September 2009
Ivy Strategy April 2000 - September 2009
McKinsey & Company July 1997 - March 2000
Morgan Stanley & Company July 1992 - July 1994
Skills
Career Counseling, Career Development, Leadership Development, Strategy, Higher Education, Public Speaking, Management Consulting, Cross-functional Team..., Business Strategy, Strategic Planning, Marketing Communications, Business Development, Team Building, Organizational..., Competitive Analysis, Business Planning, Leadership, Nonprofits, Life Coaching, Start-ups, Career Management
Education
Stanford Graduate School of Business 1995 — 1997
Master of Business Administration (MBA)
Yale University 1987 — 1992
Bachelor of Arts (B.A.), Economics
Bradley Saunders Bradley Saunders's Morgan Stanley & Company Experience August 2008 - March 2013
Job Chief Executive Officer
Industry Financial Services
Experience
PSM Private Wealth Management, LLC March 2013 - Present
Morgan Stanley & Company August 2008 - March 2013
Morgan Stanley & Company March 2006 - September 2007
Morgan Stanley & Company December 2004 - March 2006
Morgan Stanley Dean Witter April 2002 - December 2004
Morgan Stanley Dean Witter June 1997 - April 2002
Morgan Stanley Dean Witter January 1997 - June 1997
Dean Witter January 1991 - January 1997
Skills
Wealth Management, Investment Advisory, Asset Management, Asset Managment, Equities, Capital Markets, Series 7, Financial Services, Alternative Investments, Financial Advisory, Series 63, Risk Management, Mutual Funds, Wealth Management..., Securities, Asset Allocation, Investment Strategies, Finance, Hedge Funds, FINRA, Investment Management, Bonds, Strategic Financial..., Fixed Annuities, Options, Private Banking, Business Strategy, ETFs, Fixed Income, Retirement Planning, Investments, Series 65, Portfolio Management, Retirement, Wealth, Structured Products, Strong Business Acumen, Financial Analysis, High Net Worth..., Investment Banking, Estate Planning, Uniform Combined State..., Separately Managed..., 401k, IRAs, Private Equity, Variable Annuities, Bloomberg
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1986 — 1999
MBA, Finance
California State University-Fullerton - College of Business and Economics 1978 — 1982
BS Degree, Finance
PSM Private Wealth Management, LLC March 2013 - Present
Morgan Stanley & Company August 2008 - March 2013
Morgan Stanley & Company March 2006 - September 2007
Morgan Stanley & Company December 2004 - March 2006
Morgan Stanley Dean Witter April 2002 - December 2004
Morgan Stanley Dean Witter June 1997 - April 2002
Morgan Stanley Dean Witter January 1997 - June 1997
Dean Witter January 1991 - January 1997
Skills
Wealth Management, Investment Advisory, Asset Management, Asset Managment, Equities, Capital Markets, Series 7, Financial Services, Alternative Investments, Financial Advisory, Series 63, Risk Management, Mutual Funds, Wealth Management..., Securities, Asset Allocation, Investment Strategies, Finance, Hedge Funds, FINRA, Investment Management, Bonds, Strategic Financial..., Fixed Annuities, Options, Private Banking, Business Strategy, ETFs, Fixed Income, Retirement Planning, Investments, Series 65, Portfolio Management, Retirement, Wealth, Structured Products, Strong Business Acumen, Financial Analysis, High Net Worth..., Investment Banking, Estate Planning, Uniform Combined State..., Separately Managed..., 401k, IRAs, Private Equity, Variable Annuities, Bloomberg
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1986 — 1999
MBA, Finance
California State University-Fullerton - College of Business and Economics 1978 — 1982
BS Degree, Finance
Peter N Alduino Peter N Alduino's Morgan Stanley & Company Experience July 1992 - July 1993
Job Independent Computer Software Professional
Industry Computer Software
Experience
Alduino Consulting Services Inc. 1989 - Present
Town of Yorktown (NY) Conservation Board 2009 - Present
Starwood Hotels & Resorts Worldwide, Inc. May 2006 - November 2006
Morgan Stanley July 2002 - April 2006
Morgan Stanley Dean Witter & Company May 1997 - April 2001
Deutsche Morgan Grenfell Inc. December 1995 - April 1997
Smith Barney Inc. July 1995 - November 1995
Phibro Division of Salomon Inc. February 1995 - June 1995
Goldman Sachs & Company August 1993 - January 1995
Morgan Stanley & Company July 1992 - July 1993
Skills
Unix, Oracle, Perl, XML, Databases, Start-ups, Program Management, Java, Web Services, Business Analysis, Management, Integration, Enterprise Software, Distributed Systems
Education
Rensselaer Polytechnic Institute
Master of Engineering, Computer and Systems Engineering
University of Florida
B.S. Engineering, Computer and Information Sciences
Alduino Consulting Services Inc. 1989 - Present
Town of Yorktown (NY) Conservation Board 2009 - Present
Starwood Hotels & Resorts Worldwide, Inc. May 2006 - November 2006
Morgan Stanley July 2002 - April 2006
Morgan Stanley Dean Witter & Company May 1997 - April 2001
Deutsche Morgan Grenfell Inc. December 1995 - April 1997
Smith Barney Inc. July 1995 - November 1995
Phibro Division of Salomon Inc. February 1995 - June 1995
Goldman Sachs & Company August 1993 - January 1995
Morgan Stanley & Company July 1992 - July 1993
Skills
Unix, Oracle, Perl, XML, Databases, Start-ups, Program Management, Java, Web Services, Business Analysis, Management, Integration, Enterprise Software, Distributed Systems
Education
Rensselaer Polytechnic Institute
Master of Engineering, Computer and Systems Engineering
University of Florida
B.S. Engineering, Computer and Information Sciences
Bruce E. Wolfe, CFA Bruce E. Wolfe, CFA's Morgan Stanley & Company Experience 1996 - 2000
Job Managing Director & COO, U.S. Retirement Group at BlackRock
Industry Investment Management
Experience
BlackRock January 2014 - Present
C.S. Wolfe & Associates, LLC January 2013 - December 2013
Allianz Global Investors 2006 - 2012
Webster Financial Corporation 2002 - 2006
Merrill Lynch Investment Managers 2000 - 2002
Morgan Stanley & Company 1996 - 2000
Skills
Investments, Private Equity, Wealth Management, Financial Services, Business Strategy, Start-ups, Series 7, Investment Strategies, M&A experience, Business Re-organisation, Expense Management, Thought Leadership, International Joint..., Private Banking, Retirement Planning, Corporate Development, Business Transformation, Management Consulting, Finance Transformation, Business Turn-arounds, Full P&L Responsibility, Leading Change, C Suite, Team Leadership
Education
Columbia University - Columbia Business School 1989 — 1991
MBA
The Johns Hopkins University 1981 — 1985
BS, Materials Science
BlackRock January 2014 - Present
C.S. Wolfe & Associates, LLC January 2013 - December 2013
Allianz Global Investors 2006 - 2012
Webster Financial Corporation 2002 - 2006
Merrill Lynch Investment Managers 2000 - 2002
Morgan Stanley & Company 1996 - 2000
Skills
Investments, Private Equity, Wealth Management, Financial Services, Business Strategy, Start-ups, Series 7, Investment Strategies, M&A experience, Business Re-organisation, Expense Management, Thought Leadership, International Joint..., Private Banking, Retirement Planning, Corporate Development, Business Transformation, Management Consulting, Finance Transformation, Business Turn-arounds, Full P&L Responsibility, Leading Change, C Suite, Team Leadership
Education
Columbia University - Columbia Business School 1989 — 1991
MBA
The Johns Hopkins University 1981 — 1985
BS, Materials Science
Blake Battaglia Blake Battaglia's Morgan Stanley & Company Experience July 1996 - May 1998
Job Partner at ABRY Partners, LLC
Industry Venture Capital & Private Equity
Experience
KORE Telematics September 2014 - Present
Lightower Fiber Networks April 2013 - Present
Masergy August 2011 - Present
RCN August 2010 - Present
Grande Communications Networks LLC September 2009 - Present
ABRY Partners, LLC May 1998 - Present
Cast & Crew Entertainment Services September 2006 - December 2012
Atlantic Broadband September 2004 - July 2012
Nexstar Broadcasting Group, Inc. 2003 - 2010
Morgan Stanley & Company July 1996 - May 1998
Education
The University of Texas at Austin 1991 — 1996
BSEE, Electrical Engineering
KORE Telematics September 2014 - Present
Lightower Fiber Networks April 2013 - Present
Masergy August 2011 - Present
RCN August 2010 - Present
Grande Communications Networks LLC September 2009 - Present
ABRY Partners, LLC May 1998 - Present
Cast & Crew Entertainment Services September 2006 - December 2012
Atlantic Broadband September 2004 - July 2012
Nexstar Broadcasting Group, Inc. 2003 - 2010
Morgan Stanley & Company July 1996 - May 1998
Education
The University of Texas at Austin 1991 — 1996
BSEE, Electrical Engineering
Kathleen Stevens Kathleen Stevens's Morgan Stanley & Company Experience October 1985 - May 1989
Job Director of Development at The QGroup/Institute for Quantitative Research in Finance
Industry Investment Management
Experience
The Q-Group/Institute for Quantitative Research in Finance December 2008 - Present
Wilshire Associates September 1995 - June 2002
Institutional Investor January 1993 - November 1994
Investment Management Institute July 1989 - December 1992
Morgan Stanley & Company October 1985 - May 1989
Skills
Institutional Sales, Investment Advisory, Alternative Investments, Series 63, Electronic Trading, High Yield, Finance, Structured Finance, CRM, Financial Services, Marketing, ETFs, Economics, Analytics, Program Management, Analysis, Options, Hedge Funds
Education
University of Richmond - Robins School of Business
B.S., Business Administration
montgomery high school
The Q-Group/Institute for Quantitative Research in Finance December 2008 - Present
Wilshire Associates September 1995 - June 2002
Institutional Investor January 1993 - November 1994
Investment Management Institute July 1989 - December 1992
Morgan Stanley & Company October 1985 - May 1989
Skills
Institutional Sales, Investment Advisory, Alternative Investments, Series 63, Electronic Trading, High Yield, Finance, Structured Finance, CRM, Financial Services, Marketing, ETFs, Economics, Analytics, Program Management, Analysis, Options, Hedge Funds
Education
University of Richmond - Robins School of Business
B.S., Business Administration
montgomery high school
Victor Kazdoba (vkazdoba@gmail.com)'s Morgan Stanley & Company Experience 1992 - 1992
Job Executive Director at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. 2014 - Present
Citibank 2011 - 2014
Comet Consulting LLC 2009 - 2011
Credit Suisse 2001 - 2009
UConnections.com 2000 - 2001
Lehman Brothers 1993 - 2000
Booz Allen & Hamilton 1992 - 1993
Morgan Stanley & Company 1992 - 1992
Salomon Brothers Inc. 1989 - 1992
AT&T 1987 - 1989
Skills
Program Management, Team Building, IT Strategy, Information Technology, Consulting, PMO, Business Analysis, Risk Management, Process Improvement, Vendor Management, Capital Markets, Portfolio Management, Banking, Strategic Planning, Outsourcing, Strategy, Integration, SDLC, Management, Project Management, Financial Services, Leadership, Business Process...
Education
New Jersey Institute of Technology
Bachelor's Degree, Computer and Informational Sciences
New Jersey Institute of Technology
Master's Degree, Computer and Informational Sciences
JPMorgan Chase & Co. 2014 - Present
Citibank 2011 - 2014
Comet Consulting LLC 2009 - 2011
Credit Suisse 2001 - 2009
UConnections.com 2000 - 2001
Lehman Brothers 1993 - 2000
Booz Allen & Hamilton 1992 - 1993
Morgan Stanley & Company 1992 - 1992
Salomon Brothers Inc. 1989 - 1992
AT&T 1987 - 1989
Skills
Program Management, Team Building, IT Strategy, Information Technology, Consulting, PMO, Business Analysis, Risk Management, Process Improvement, Vendor Management, Capital Markets, Portfolio Management, Banking, Strategic Planning, Outsourcing, Strategy, Integration, SDLC, Management, Project Management, Financial Services, Leadership, Business Process...
Education
New Jersey Institute of Technology
Bachelor's Degree, Computer and Informational Sciences
New Jersey Institute of Technology
Master's Degree, Computer and Informational Sciences
Keith Freyman's Morgan Stanley & Company Experience December 1998 - May 2012
Job Platinum Service Group Mortgage Loan Consultant HNW at PHH Mortgage
Industry Financial Services
Experience
PHH Mortgage May 2012 - Present
Morgan Stanley & Company December 1998 - May 2012
Washington Mutual March 1994 - March 1998
Washington Mutual January 1996 - January 1998
Skills
Sales Support, Sales Management, Loans, Retail Banking, Mortgage Lending, Consumer Lending, Cross Selling, Credit, Wealth Management, Mortgage, Credit Risk, Banking, Private Banking, Risk Management, Compliance, Customer Relations, Loan Origination, Customer Service, Problem Solving, Asset Management, Sales, Management, Loan Servicing, Relationship Management, Mortgage Banking, Residential Mortgages, Portfolio Management, Training, Refinance, Credit Analysis, Commercial Lending, Home Equity Loans, Mortgage Underwriting, Mortgage Servicing, Time Management, Real Estate
Education
Moorpark College 1986 — 1989
Business Administration
Westlake High School 1984 — 1985
Yes, Business
Lane Tech High School 1983 — 1984
High School, Business
PHH Mortgage May 2012 - Present
Morgan Stanley & Company December 1998 - May 2012
Washington Mutual March 1994 - March 1998
Washington Mutual January 1996 - January 1998
Skills
Sales Support, Sales Management, Loans, Retail Banking, Mortgage Lending, Consumer Lending, Cross Selling, Credit, Wealth Management, Mortgage, Credit Risk, Banking, Private Banking, Risk Management, Compliance, Customer Relations, Loan Origination, Customer Service, Problem Solving, Asset Management, Sales, Management, Loan Servicing, Relationship Management, Mortgage Banking, Residential Mortgages, Portfolio Management, Training, Refinance, Credit Analysis, Commercial Lending, Home Equity Loans, Mortgage Underwriting, Mortgage Servicing, Time Management, Real Estate
Education
Moorpark College 1986 — 1989
Business Administration
Westlake High School 1984 — 1985
Yes, Business
Lane Tech High School 1983 — 1984
High School, Business
Louis Parks's Morgan Stanley & Company Experience October 1987 - March 1993
Job Chief Operating Officer/Chief Compliance Officer
Industry Financial Services
Experience
Krensavage Asset Management, LLC December 2013 - Present
CL King & Associates, Inc. May 2010 - December 2013
Raymond James & Associates, Inc. February 1997 - May 2010
Sanford C. Bernstein & Company March 1993 - February 1997
Morgan Stanley & Company October 1987 - March 1993
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance
Columbia University in the City of New York
Master of Arts (M.A.), Classical History
Columbia University in the City of New York
Bachelor of Arts (B.A.), Psychology
New York University
Bachelor of Arts (B.A.), Political Science/Philosophy
Krensavage Asset Management, LLC December 2013 - Present
CL King & Associates, Inc. May 2010 - December 2013
Raymond James & Associates, Inc. February 1997 - May 2010
Sanford C. Bernstein & Company March 1993 - February 1997
Morgan Stanley & Company October 1987 - March 1993
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance
Columbia University in the City of New York
Master of Arts (M.A.), Classical History
Columbia University in the City of New York
Bachelor of Arts (B.A.), Psychology
New York University
Bachelor of Arts (B.A.), Political Science/Philosophy
Greg Deutsch's Morgan Stanley & Company Experience February 1993 - October 1994
Job Executive Underwriter at Allianz Global Corporate & Specialty (AGCS)
Industry Insurance
Experience
Allianz Global Corporate & Specialty (AGCS) May 2013 - Present
Marsh November 2002 - March 2013
Marsh USA, Inc November 2002 - March 2013
Willis October 1995 - November 2002
Willis of New York, Inc October 1995 - November 2002
JPMorgan Chase October 1994 - October 1995
J.P. Morgan Securities, Inc October 1994 - October 1995
Morgan Stanley February 1993 - October 1994
Morgan Stanley & Company February 1993 - October 1994
Skills
Property & Casualty..., Insurance, Underwriting, Risk Management, Insurance Brokerage, Brokers, Commercial Insurance, Liability, Claims Management, Claim, Reinsurance, General Insurance, Casualty, Negotiation, Portfolio Management, New Business Development, Financial Risk, Contract Negotiation, Team Leadership, Professional Liability, Commercial Lines, Property, D&O, Employment Practices..., Excess, Property Management
Education
St. John's School of Risk Management 1996 — 1999
MBA, Financial Management of Risk
St. John's School of Risk Management (formerly the College of Insurance) 1996 — 1999
M.B.A, Financial Management of Risk
Boston University 1988 — 1992
BS, Journalism
Boston University, College of Communications 1988 — 1992
B.S, Journalism
Allianz Global Corporate & Specialty (AGCS) May 2013 - Present
Marsh November 2002 - March 2013
Marsh USA, Inc November 2002 - March 2013
Willis October 1995 - November 2002
Willis of New York, Inc October 1995 - November 2002
JPMorgan Chase October 1994 - October 1995
J.P. Morgan Securities, Inc October 1994 - October 1995
Morgan Stanley February 1993 - October 1994
Morgan Stanley & Company February 1993 - October 1994
Skills
Property & Casualty..., Insurance, Underwriting, Risk Management, Insurance Brokerage, Brokers, Commercial Insurance, Liability, Claims Management, Claim, Reinsurance, General Insurance, Casualty, Negotiation, Portfolio Management, New Business Development, Financial Risk, Contract Negotiation, Team Leadership, Professional Liability, Commercial Lines, Property, D&O, Employment Practices..., Excess, Property Management
Education
St. John's School of Risk Management 1996 — 1999
MBA, Financial Management of Risk
St. John's School of Risk Management (formerly the College of Insurance) 1996 — 1999
M.B.A, Financial Management of Risk
Boston University 1988 — 1992
BS, Journalism
Boston University, College of Communications 1988 — 1992
B.S, Journalism
Jacqueline McCook's Morgan Stanley & Company Experience 1978 - 1980
Job Recognized expert in strategy, branding, marketing & innovation...from vision to results
Industry Management Consulting
Experience
The McCook Group 2000 - Present
ConAgra Foods 2006 - 2007
Burger King Corporation 1998 - 2000
PepsiCo 1991 - 1997
Avon Products Inc. 1987 - 1991
McKinsey & Company 1984 - 1987
Target Corporation (Dayton Hudson) 1980 - 1982
Morgan Stanley & Company 1978 - 1980
Skills
Strategic Planning, Start-ups, Marketing Strategy, Strategy, Mergers, Brand Development, Business Planning, Competitive Analysis, Market Research, Management, Retail, Finance, International Business, Entrepreneurship, Business Strategy, Marketing, P&L Management, Cross-functional Team..., Strategic Partnerships, Mergers & Acquisitions, Executive Management, Selling, Management Consulting, Direct Sales, Corporate Development, Product Marketing, Product Development, Business Development, Marketing Management, Product Management, Analytics, Leadership, Market Analysis, Segmentation, Customer Insight, Venture Capital, Pricing, Brand Management, E-commerce, Marketing Research, New Business Development, Market Planning, Acquisition Integration, Forecasting, Product Innovation, Consumer Products, P&L, Brand Architecture, Positioning, FMCG
Education
Harvard Business School 1982 — 1984
MBA with Honors, Strategy, Marketing, General Management
Stanford University 1974 — 1978
B.A., International Relations & Economics
Menlo-Atherton High School
The McCook Group 2000 - Present
ConAgra Foods 2006 - 2007
Burger King Corporation 1998 - 2000
PepsiCo 1991 - 1997
Avon Products Inc. 1987 - 1991
McKinsey & Company 1984 - 1987
Target Corporation (Dayton Hudson) 1980 - 1982
Morgan Stanley & Company 1978 - 1980
Skills
Strategic Planning, Start-ups, Marketing Strategy, Strategy, Mergers, Brand Development, Business Planning, Competitive Analysis, Market Research, Management, Retail, Finance, International Business, Entrepreneurship, Business Strategy, Marketing, P&L Management, Cross-functional Team..., Strategic Partnerships, Mergers & Acquisitions, Executive Management, Selling, Management Consulting, Direct Sales, Corporate Development, Product Marketing, Product Development, Business Development, Marketing Management, Product Management, Analytics, Leadership, Market Analysis, Segmentation, Customer Insight, Venture Capital, Pricing, Brand Management, E-commerce, Marketing Research, New Business Development, Market Planning, Acquisition Integration, Forecasting, Product Innovation, Consumer Products, P&L, Brand Architecture, Positioning, FMCG
Education
Harvard Business School 1982 — 1984
MBA with Honors, Strategy, Marketing, General Management
Stanford University 1974 — 1978
B.A., International Relations & Economics
Menlo-Atherton High School
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS