Morgan Stanley Fund Services
Industry: Company
DescriptionParent organization: Morgan Stanley Subsidiaries: Morgan Stanley Fund Services (Bermuda) Ltd, People also search for: Morgan Stanley, Morgan Stanley Capital Group, Inc., MORGAN STANLEY & CO Inc
Morgan Stanley Fund Services List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley Fund Services. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Morgan Stanley Fund Services Employees
Employee
Years
Job
Industry
Mark Tarantina Mark Tarantina's Morgan Stanley Fund Services Experience December 2011 - Present
Job Account Manager at Morgan Stanley Fund Services
Industry Financial Services
Experience
Morgan Stanley Fund Services December 2011 - Present
Mark Tarantina, CPA August 2010 - August 2011
Blue Ridge Capital September 2003 - July 2010
Orchard Capital Advisors LLC March 2002 - April 2003
Skills
Microsoft Office, AdvisorWare, Accounting, Financial Reporting, Strategic Planning, Hedge Funds
Education
Long Island University, C.W. Post Campus 1978 — 1981
B.S., Accounting
Morgan Stanley Fund Services December 2011 - Present
Mark Tarantina, CPA August 2010 - August 2011
Blue Ridge Capital September 2003 - July 2010
Orchard Capital Advisors LLC March 2002 - April 2003
Skills
Microsoft Office, AdvisorWare, Accounting, Financial Reporting, Strategic Planning, Hedge Funds
Education
Long Island University, C.W. Post Campus 1978 — 1981
B.S., Accounting
Howard Lipper Howard Lipper's Morgan Stanley Fund Services Experience November 2007 - Present
Job Risk Manager at Morgan Stanley Fund Services
Industry Financial Services
Experience
Morgan Stanley Fund Services November 2007 - Present
Morgan Stanley October 2000 - November 2007
Goldman Sachs December 1993 - October 2000
Skills
Hedge Funds, Due Diligence, Securities, Financial Services
Education
Hofstra University School of Law 1982 — 1985
Doctor of Law (J.D.)
SUNY Albany
Bachelor's degree
Morgan Stanley Fund Services November 2007 - Present
Morgan Stanley October 2000 - November 2007
Goldman Sachs December 1993 - October 2000
Skills
Hedge Funds, Due Diligence, Securities, Financial Services
Education
Hofstra University School of Law 1982 — 1985
Doctor of Law (J.D.)
SUNY Albany
Bachelor's degree
Dyllan Aver-Imm Dyllan Aver-Imm's Morgan Stanley Fund Services Experience June 2013 - August 2013
Job Associate at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank January 2015 - Present
Boston University - Center for Career Development & Educational Resource Center January 2014 - May 2014
Boston University - Center for Career Development & Educational Resource Center August 2012 - December 2013
Morgan Stanley - Fund Services June 2013 - August 2013
Boston University - Center for Career Development June 2012 - August 2012
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science in Business Administration and Management, Finance
Silicon Valley Bank January 2015 - Present
Boston University - Center for Career Development & Educational Resource Center January 2014 - May 2014
Boston University - Center for Career Development & Educational Resource Center August 2012 - December 2013
Morgan Stanley - Fund Services June 2013 - August 2013
Boston University - Center for Career Development June 2012 - August 2012
Education
Boston University - School of Management 2010 — 2014
Bachelor of Science in Business Administration and Management, Finance
Chris Galasso Chris Galasso's Morgan Stanley Fund Services Experience 2006 - 2007
Job Director Business Integration at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2015 - Present
NYC Department of Education November 2014 - April 2015
JP Morgan July 2007 - September 2012
Morgan Stanley Fund Services 2006 - 2007
Skills
Securities, Equities, Prime Brokerage, Customer Service, Fixed Income, Training, Financial Services, Public Speaking, Asset Management, Webinars, Bloomberg, Training Delivery, Asset Managment, Microsoft Office, Presentations, WebEx, Electronic Trading, Options, Customer Relations, Adobe Connect, Relationship Management, Product Demonstration, Product Specialists, Needs Analysis, Identifying Sales..., Customer Support, Solutions Focused, Mutual Funds, Trading, Global Custody, Front to Back Office, Corporate Actions, Omgeo Oasys, EDGAR, Series 7
Education
Penn State University
Bachelor of Arts (B.A.)
Fidelity Investments April 2015 - Present
NYC Department of Education November 2014 - April 2015
JP Morgan July 2007 - September 2012
Morgan Stanley Fund Services 2006 - 2007
Skills
Securities, Equities, Prime Brokerage, Customer Service, Fixed Income, Training, Financial Services, Public Speaking, Asset Management, Webinars, Bloomberg, Training Delivery, Asset Managment, Microsoft Office, Presentations, WebEx, Electronic Trading, Options, Customer Relations, Adobe Connect, Relationship Management, Product Demonstration, Product Specialists, Needs Analysis, Identifying Sales..., Customer Support, Solutions Focused, Mutual Funds, Trading, Global Custody, Front to Back Office, Corporate Actions, Omgeo Oasys, EDGAR, Series 7
Education
Penn State University
Bachelor of Arts (B.A.)
Kelly Chiang Kelly Chiang's Morgan Stanley Fund Services Experience October 2009 - June 2010
Job Digital Banking & MultiChannel
Industry Financial Services
Experience
Santander Bank, N.A. June 2014 - July 2015
Santander Bank, N.A. May 2013 - May 2014
Ernst & Young October 2010 - April 2013
Morgan Stanley Fund Services October 2009 - June 2010
MasterCard June 2009 - August 2009
Skills
Data Analysis, Project Planning, Project Coordination, Trend Analysis, Profitability Tracking, Project Management, Financial Analysis, Collaborative Problem..., Financial Markets, Strategic Financial..., Managing Project Budgets, Corporate Finance, Trend Forecasting, Building Relationships, Financial Reporting, Model Governance, Credit Risk, Experiential Learning, Model Validation, Microsoft Office, Photoshop, Retail Banking
Education
Fordham University 2006 — 2010
B.S., Finance, 3.7
Bronx High School of Science 2002 — 2006
Santander Bank, N.A. June 2014 - July 2015
Santander Bank, N.A. May 2013 - May 2014
Ernst & Young October 2010 - April 2013
Morgan Stanley Fund Services October 2009 - June 2010
MasterCard June 2009 - August 2009
Skills
Data Analysis, Project Planning, Project Coordination, Trend Analysis, Profitability Tracking, Project Management, Financial Analysis, Collaborative Problem..., Financial Markets, Strategic Financial..., Managing Project Budgets, Corporate Finance, Trend Forecasting, Building Relationships, Financial Reporting, Model Governance, Credit Risk, Experiential Learning, Model Validation, Microsoft Office, Photoshop, Retail Banking
Education
Fordham University 2006 — 2010
B.S., Finance, 3.7
Bronx High School of Science 2002 — 2006
Joel Wolf, CPA Joel Wolf, CPA's Morgan Stanley Fund Services Experience May 2010 - January 2013
Job Principal at Oak Hill Advisors, L.P.
Industry Financial Services
Experience
Oak Hill Advisors, L.P. September 2014 - Present
Oak Hill Advisors, L.P. February 2014 - September 2014
Andalusian Partners May 2013 - February 2014
Senior Finance, Accounting, and Operations Executive February 2013 - February 2014
Morgan Stanley Fund Services May 2010 - January 2013
Senior Finance, Accounting, and Operations Executive September 2009 - May 2010
D. E. Shaw & Co. September 2000 - August 2009
Strike Technologies, LLC 1999 - 2000
Fidelity Investments- FMR Corp. October 1997 - June 1998
Fidelity Investments- Fidelity Management & Research Company 1996 - September 1997
Skills
Accounting, Hedge Funds, Financial Reporting, Finance, CPA, Private Equity, Financial Analysis, Due Diligence, Asset Management, Valuation, Equities, Fixed Income, Distressed Debt, Investments, Financial Accounting, Cash Management, Energy Products, Futures, Security Operations, Audit, FINRA Series 27, Securities, Auditing, Financial Risk, Financial Services, Derivatives, Alternative Investments, Risk Management, Internal Controls, Analysis, Fund Administration
Education
City University of New York-Brooklyn College
BS Accounting, Accounting
Sheepshead Bay High School
Oak Hill Advisors, L.P. September 2014 - Present
Oak Hill Advisors, L.P. February 2014 - September 2014
Andalusian Partners May 2013 - February 2014
Senior Finance, Accounting, and Operations Executive February 2013 - February 2014
Morgan Stanley Fund Services May 2010 - January 2013
Senior Finance, Accounting, and Operations Executive September 2009 - May 2010
D. E. Shaw & Co. September 2000 - August 2009
Strike Technologies, LLC 1999 - 2000
Fidelity Investments- FMR Corp. October 1997 - June 1998
Fidelity Investments- Fidelity Management & Research Company 1996 - September 1997
Skills
Accounting, Hedge Funds, Financial Reporting, Finance, CPA, Private Equity, Financial Analysis, Due Diligence, Asset Management, Valuation, Equities, Fixed Income, Distressed Debt, Investments, Financial Accounting, Cash Management, Energy Products, Futures, Security Operations, Audit, FINRA Series 27, Securities, Auditing, Financial Risk, Financial Services, Derivatives, Alternative Investments, Risk Management, Internal Controls, Analysis, Fund Administration
Education
City University of New York-Brooklyn College
BS Accounting, Accounting
Sheepshead Bay High School
Jameela Bibi Jameela Bibi's Morgan Stanley Fund Services Experience June 2010 - January 2011
Job Senior Accountant
Industry Higher Education
Experience
Pepsi Beverages Company July 2014 - Present
Pepsi Beverages Company April 2011 - June 2014
Eisman, Zucker, Klein & Ruttenberg, LLP - EZKR CPA January 2011 - April 2011
Morgan Stanley Fund Services June 2010 - January 2011
Pace University February 2009 - May 2010
Perfect Tax Service January 2010 - April 2010
Board of Education June 2003 - July 2005
Skills
Accounting, Tax, Auditing, Audit, Cost Accounting, Financial Analysis, Financial Reporting, GAAP, Microsoft Excel, Budgets, Financial Statements, Account Reconciliation, Financial Accounting, Management, General Ledger, Finance
Education
Pace University - Lubin School of Business 2008 — 2010
BBA, Public Accounting
Westchester Community College
Associates, Business Administration
Pepsi Beverages Company July 2014 - Present
Pepsi Beverages Company April 2011 - June 2014
Eisman, Zucker, Klein & Ruttenberg, LLP - EZKR CPA January 2011 - April 2011
Morgan Stanley Fund Services June 2010 - January 2011
Pace University February 2009 - May 2010
Perfect Tax Service January 2010 - April 2010
Board of Education June 2003 - July 2005
Skills
Accounting, Tax, Auditing, Audit, Cost Accounting, Financial Analysis, Financial Reporting, GAAP, Microsoft Excel, Budgets, Financial Statements, Account Reconciliation, Financial Accounting, Management, General Ledger, Finance
Education
Pace University - Lubin School of Business 2008 — 2010
BBA, Public Accounting
Westchester Community College
Associates, Business Administration
Andrew Wissell's Morgan Stanley Fund Services Experience May 2014 - August 2014
Job Analyst at Union Park Capital
Industry Venture Capital & Private Equity
Experience
Union Park Capital September 2014 - Present
Morgan Stanley Fund Services May 2014 - August 2014
Institute of Economic Affairs - London January 2014 - April 2014
Johnson and Son May 2013 - August 2013
YMCA May 2009 - August 2012
Skills
Microsoft Word, Leadership, Time Management, Team Leadership, Microsoft Office, Microsoft Excel, Social Media, Access, Highly Ambitious, PowerPoint, Public Speaking, Event Management, Hedge Funds, Financial Services, Risk Analysis, Investor Relations, Organization, Problem Solving, People Skills, Social Skills, Philanthropy, Community Service, People-oriented, Twitter, Diligent, Writing, Always Punctual, Teamwork, Social Networking, Economics, Research, Customer Service, Finance, Event Planning, Investments, Spanish, Analysis, Due Diligence, Market Research, English, Accounting, Public Relations, Financial Analysis, Valuation, Financial Modeling, Data Analysis
Education
Boston University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Ramsey High School 2007 — 2011
High School Diploma
Union Park Capital September 2014 - Present
Morgan Stanley Fund Services May 2014 - August 2014
Institute of Economic Affairs - London January 2014 - April 2014
Johnson and Son May 2013 - August 2013
YMCA May 2009 - August 2012
Skills
Microsoft Word, Leadership, Time Management, Team Leadership, Microsoft Office, Microsoft Excel, Social Media, Access, Highly Ambitious, PowerPoint, Public Speaking, Event Management, Hedge Funds, Financial Services, Risk Analysis, Investor Relations, Organization, Problem Solving, People Skills, Social Skills, Philanthropy, Community Service, People-oriented, Twitter, Diligent, Writing, Always Punctual, Teamwork, Social Networking, Economics, Research, Customer Service, Finance, Event Planning, Investments, Spanish, Analysis, Due Diligence, Market Research, English, Accounting, Public Relations, Financial Analysis, Valuation, Financial Modeling, Data Analysis
Education
Boston University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Ramsey High School 2007 — 2011
High School Diploma
Jack Truong's Morgan Stanley Fund Services Experience June 2010 - June 2011
Job Associate at Deutsche Asset & Wealth Management
Industry Financial Services
Experience
Deutsche Bank June 2015 - Present
Nomura Securities August 2012 - June 2015
UBS June 2011 - August 2011
Morgan Stanley Fund Services June 2010 - June 2011
Skills
Bloomberg, SAP, Business Objects, Access, Financial Modeling, PowerPoint, Analysis, Bloomberg Terminal, Finance, Fixed Income, Portfolio Management
Education
Fordham University 2008 — 2012
Bachelor of Science, Business Administration; Finance
Stony Brook University 2008 — 2009
Deutsche Bank June 2015 - Present
Nomura Securities August 2012 - June 2015
UBS June 2011 - August 2011
Morgan Stanley Fund Services June 2010 - June 2011
Skills
Bloomberg, SAP, Business Objects, Access, Financial Modeling, PowerPoint, Analysis, Bloomberg Terminal, Finance, Fixed Income, Portfolio Management
Education
Fordham University 2008 — 2012
Bachelor of Science, Business Administration; Finance
Stony Brook University 2008 — 2009
Lynn Case Lynn Case's Morgan Stanley Fund Services Experience October 2006 - November 2008
Job Financial Services Professional
Industry Financial Services
Experience
Skidaway Financial Planning January 2014 - Present
KCG Investment Advisory Services March 2013 - September 2013
Excelsia Investment Advisors June 2012 - January 2013
McKinley Capital Management October 2011 - January 2012
Morgan Stanley Fund Services October 2006 - November 2008
AIB/BNY Fund Management Ireland December 2004 - October 2005
Boston Advisors August 2003 - September 2004
CCGrowth Investments June 1999 - May 2003
Skills
Mutual Funds, Investments, Asset Managment, Derivatives, Trading, Securities, Bloomberg, Hedge Funds, Portfolio Management, Equities, Fixed Income, Financial Analysis, Capital Markets, Alternative Investments, Asset Allocation, Equity Derivatives, Emerging Markets, Private Equity, Fund Of Funds, Fund Administration, Risk Management, Back Office, Financial Services, Due Diligence, Investment Banking, Valuation, Prime Brokerage, Electronic Trading, Equity Trading, Investment Advisory, Corporate Actions, Bloomberg Terminal, Bonds, Investment Strategies, Finance, AML, ETFs, Wealth Management, Investment Management, Financial Markets, FX Options, Venture Capital, Asset Management, Investor Relations, Fund Accounting, Options, Middle Office, FINRA, Series 7, Client Services
Education
Suffolk University 1996 — 1999
MSPS, International Relations
Acadia University 1992 — 1996
BA, Political Science/Spanish
Universidad de Salamanca 1995 — 1995
Intensive Spanish Immersion
Williams College 1991 — 1991
French Literature
Buxton
Skidaway Financial Planning January 2014 - Present
KCG Investment Advisory Services March 2013 - September 2013
Excelsia Investment Advisors June 2012 - January 2013
McKinley Capital Management October 2011 - January 2012
Morgan Stanley Fund Services October 2006 - November 2008
AIB/BNY Fund Management Ireland December 2004 - October 2005
Boston Advisors August 2003 - September 2004
CCGrowth Investments June 1999 - May 2003
Skills
Mutual Funds, Investments, Asset Managment, Derivatives, Trading, Securities, Bloomberg, Hedge Funds, Portfolio Management, Equities, Fixed Income, Financial Analysis, Capital Markets, Alternative Investments, Asset Allocation, Equity Derivatives, Emerging Markets, Private Equity, Fund Of Funds, Fund Administration, Risk Management, Back Office, Financial Services, Due Diligence, Investment Banking, Valuation, Prime Brokerage, Electronic Trading, Equity Trading, Investment Advisory, Corporate Actions, Bloomberg Terminal, Bonds, Investment Strategies, Finance, AML, ETFs, Wealth Management, Investment Management, Financial Markets, FX Options, Venture Capital, Asset Management, Investor Relations, Fund Accounting, Options, Middle Office, FINRA, Series 7, Client Services
Education
Suffolk University 1996 — 1999
MSPS, International Relations
Acadia University 1992 — 1996
BA, Political Science/Spanish
Universidad de Salamanca 1995 — 1995
Intensive Spanish Immersion
Williams College 1991 — 1991
French Literature
Buxton
Heather Segal Heather Segal's Morgan Stanley Fund Services Experience January 2015 - Present
Job Vice President at Morgan Stanley
Industry Legal Services
Experience
Morgan Stanley Fund Services January 2015 - Present
Morgan Stanley Fund Services September 2010 - January 2015
Boies, Schiller & Flexner LLP May 2010 - August 2010
NYS Office of the Attorney General September 2009 - December 2009
Skills
Research, Legal Writing, PowerPoint, Lexis, Legal Research, Microsoft Excel, Microsoft Office, Hedge Funds, Project Management, Editing
Education
Binghamton University
B.A., English
Hofstra University School of Law
J.D.
University at Albany, SUNY
MSIS, Information Science
Morgan Stanley Fund Services January 2015 - Present
Morgan Stanley Fund Services September 2010 - January 2015
Boies, Schiller & Flexner LLP May 2010 - August 2010
NYS Office of the Attorney General September 2009 - December 2009
Skills
Research, Legal Writing, PowerPoint, Lexis, Legal Research, Microsoft Excel, Microsoft Office, Hedge Funds, Project Management, Editing
Education
Binghamton University
B.A., English
Hofstra University School of Law
J.D.
University at Albany, SUNY
MSIS, Information Science
Austria M. Alcantara's Morgan Stanley Fund Services Experience April 2013 - Present
Job Accounting Manager at Morgan Stanley Fund Services
Industry Financial Services
Experience
Morgan Stanley Fund Services April 2013 - Present
J.P. Morgan November 2010 - Present
J.P. Morgan November 2010 - April 2013
UBP ASSET MANAGEMENT LLC June 2007 - April 2009
BEAR STEARNS ASSET MANAGEMENT, INC January 2004 - June 2007
DML Fund Services LLC (Citi) October 2001 - June 2003
SOROS FUND MANAGEMENT February 1998 - August 2001
Skills
Portfolio Management, Financial Risk, Investments, Equities, Accounting, Hedge Funds, Securities, Auditing, Private Equity, Asset Management, Financial Services, Prime Brokerage, Fund Of Funds, Trading, Mutual Funds
Education
La Roche College 1993 — 1997
Bachelor of Science, Accounting
Morgan Stanley Fund Services April 2013 - Present
J.P. Morgan November 2010 - Present
J.P. Morgan November 2010 - April 2013
UBP ASSET MANAGEMENT LLC June 2007 - April 2009
BEAR STEARNS ASSET MANAGEMENT, INC January 2004 - June 2007
DML Fund Services LLC (Citi) October 2001 - June 2003
SOROS FUND MANAGEMENT February 1998 - August 2001
Skills
Portfolio Management, Financial Risk, Investments, Equities, Accounting, Hedge Funds, Securities, Auditing, Private Equity, Asset Management, Financial Services, Prime Brokerage, Fund Of Funds, Trading, Mutual Funds
Education
La Roche College 1993 — 1997
Bachelor of Science, Accounting
Jermaine Spence Jermaine Spence's Morgan Stanley Fund Services Experience January 2015 - April 2015
Job Attorneyatlaw, US Crossborder Tax Consultant and FATCA Specialist, and Project Manager
Industry Legal Services
Experience
PwC May 2014 - Present
MORGAN STANLEY FUND SERVICES January 2015 - April 2015
Deloitte September 2012 - April 2014
Delotte India PVT Limited January 2014 - March 2014
Tupaz and Associates Law January 2012 - December 2012
Bank of America May 2012 - September 2012
Fordham Law School August 2011 - February 2012
DunnCox, Attorneys-at-Law March 2005 - July 2010
Norman Manley Law School September 2008 - May 2010
Jamaicans For Justice (JFJ) 2007 - 2010
Skills
Legal Research, Litigation, Commercial Litigation, Mergers, Mediation, Competition Law, Legal Writing, Criminal Law, Corporate Law, Securities, Corporate Governance, Intellectual Property, Privacy Law, Trials, Mergers & Acquisitions, Legal Assistance, Administrative Law, Legal Advice, Courts, Criminal Defense, Tax, International Law, Bankruptcy, Tax Law, Due Diligence, Family Law, Joint Ventures, Civil Litigation, Trusts, Fraud
Education
Fordham University School of Law 2010 — 2011
Master's Degree (LL.M.), Law, Magna Cum Laude
Norman Manley Law School 1996 — 1998
Certificate in Legal Education, Law
University of the West Indies 1993 — 1996
Law Degree, Corporate Law; Corporate Management; Contracts; International Development and Economic Law;
Wolmers Boys 1989 — 1993
Economics, English Literature, History, Intermediate Spanish.
PwC May 2014 - Present
MORGAN STANLEY FUND SERVICES January 2015 - April 2015
Deloitte September 2012 - April 2014
Delotte India PVT Limited January 2014 - March 2014
Tupaz and Associates Law January 2012 - December 2012
Bank of America May 2012 - September 2012
Fordham Law School August 2011 - February 2012
DunnCox, Attorneys-at-Law March 2005 - July 2010
Norman Manley Law School September 2008 - May 2010
Jamaicans For Justice (JFJ) 2007 - 2010
Skills
Legal Research, Litigation, Commercial Litigation, Mergers, Mediation, Competition Law, Legal Writing, Criminal Law, Corporate Law, Securities, Corporate Governance, Intellectual Property, Privacy Law, Trials, Mergers & Acquisitions, Legal Assistance, Administrative Law, Legal Advice, Courts, Criminal Defense, Tax, International Law, Bankruptcy, Tax Law, Due Diligence, Family Law, Joint Ventures, Civil Litigation, Trusts, Fraud
Education
Fordham University School of Law 2010 — 2011
Master's Degree (LL.M.), Law, Magna Cum Laude
Norman Manley Law School 1996 — 1998
Certificate in Legal Education, Law
University of the West Indies 1993 — 1996
Law Degree, Corporate Law; Corporate Management; Contracts; International Development and Economic Law;
Wolmers Boys 1989 — 1993
Economics, English Literature, History, Intermediate Spanish.
Bill Palumbo Bill Palumbo's Morgan Stanley Fund Services Experience June 2013 - Present
Job Fund Accountant
Industry Investment Management
Experience
Morgan Stanley Fund Services June 2013 - Present
Gramercy Advisors LLC September 2007 - January 2013
Och-Ziff Capital Management April 2007 - September 2007
GlobeOp Financial Services October 2005 - April 2007
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Management, Investments, Fund Accounting, Fund Of Funds, Financial Analysis, Emerging Markets, Fund Administration, Bloomberg, Derivatives
Education
NYIT
Master of Business Administration (M.B.A.), Business Administration and Management
NYIT
Bachelor of Science (B.S.), Business Administration and Management
Morgan Stanley Fund Services June 2013 - Present
Gramercy Advisors LLC September 2007 - January 2013
Och-Ziff Capital Management April 2007 - September 2007
GlobeOp Financial Services October 2005 - April 2007
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Management, Investments, Fund Accounting, Fund Of Funds, Financial Analysis, Emerging Markets, Fund Administration, Bloomberg, Derivatives
Education
NYIT
Master of Business Administration (M.B.A.), Business Administration and Management
NYIT
Bachelor of Science (B.S.), Business Administration and Management
Christopher Maricic Christopher Maricic's Morgan Stanley Fund Services Experience April 2013 - Present
Job Senior AML Analyst
Industry Financial Services
Experience
Morgan Stanley Fund Services April 2013 - Present
PwC December 2012 - March 2013
Van Wagner Sports Group August 2012 - January 2013
Hackensack Golf Club May 2011 - September 2012
Skills
Proficient using Word,..., Goal-oriented..., Intuitive Leadership, Bloomberg Terminal, Pricing Research, Communication Skills, Exceptionally well..., Work in A Fast Paced..., Pricing Analysis, Investor Relations, Anti Money Laundering, Hedge Funds, Fund Administration, Research, Operations Management
Education
Sacred Heart University 2010 — 2012
Master of Business Administration (MBA), Corporate Finance, 3.7
Sacred Heart University 2006 — 2010
Bachelor of Science (BS), Finance, (minors in accounting and economics.), 3.44
Morgan Stanley Fund Services April 2013 - Present
PwC December 2012 - March 2013
Van Wagner Sports Group August 2012 - January 2013
Hackensack Golf Club May 2011 - September 2012
Skills
Proficient using Word,..., Goal-oriented..., Intuitive Leadership, Bloomberg Terminal, Pricing Research, Communication Skills, Exceptionally well..., Work in A Fast Paced..., Pricing Analysis, Investor Relations, Anti Money Laundering, Hedge Funds, Fund Administration, Research, Operations Management
Education
Sacred Heart University 2010 — 2012
Master of Business Administration (MBA), Corporate Finance, 3.7
Sacred Heart University 2006 — 2010
Bachelor of Science (BS), Finance, (minors in accounting and economics.), 3.44
Linda Lau Linda Lau's Morgan Stanley Fund Services Experience June 2011 - March 2013
Job Manager Investor Services Hedge Fund Administration
Industry Financial Services
Experience
SS&C Technologies March 2013 - Present
Morgan Stanley Fund Services June 2011 - March 2013
HSBC Securities Services (f.k.a. HSBC Alternative Fund Services) May 2006 - June 2011
RBC Capital Markets May 2004 - May 2006
Mutual Marine Office Inc. May 2003 - May 2004
Mutual Marine Office Inc. June 2001 - March 2003
Skills
CPR Certified, AED, Defibrillator, Life Support, Hedge Funds, Fund Administration, Alternative Investments, Financial Services, AML, Cash Management, Investor Relations, KYC, Back Office, Relationship Management, Risk Management, Management, Operational Due..., Business Relationship..., Corporate Actions, Middle Office, Financial Regulation, Test Systems
Education
EMS Institute of Fairfield County 2014 — 2015
Emergency Medical Technician - Basic Life Support, including CPR/AED
Mount Holyoke College 1999 — 2003
Bachelor of Arts, Asian Studies (History, Literature, Linguistics)
Hopkins School 1995 — 1999
SS&C Technologies March 2013 - Present
Morgan Stanley Fund Services June 2011 - March 2013
HSBC Securities Services (f.k.a. HSBC Alternative Fund Services) May 2006 - June 2011
RBC Capital Markets May 2004 - May 2006
Mutual Marine Office Inc. May 2003 - May 2004
Mutual Marine Office Inc. June 2001 - March 2003
Skills
CPR Certified, AED, Defibrillator, Life Support, Hedge Funds, Fund Administration, Alternative Investments, Financial Services, AML, Cash Management, Investor Relations, KYC, Back Office, Relationship Management, Risk Management, Management, Operational Due..., Business Relationship..., Corporate Actions, Middle Office, Financial Regulation, Test Systems
Education
EMS Institute of Fairfield County 2014 — 2015
Emergency Medical Technician - Basic Life Support, including CPR/AED
Mount Holyoke College 1999 — 2003
Bachelor of Arts, Asian Studies (History, Literature, Linguistics)
Hopkins School 1995 — 1999
Jason Pircher's Morgan Stanley Fund Services Experience July 2010 - April 2013
Job Assistant Director: Property Casualty Treasury Americas at AIG
Industry Financial Services
Experience
AIG November 2014 - Present
AIG April 2013 - October 2014
Morgan Stanley Fund Services July 2010 - April 2013
Morgan Stanley Fund Services April 2007 - June 2010
Morgan Stanley June 2003 - March 2007
Morgan Stanley June 2001 - May 2003
Morgan Stanley December 2000 - May 2001
Skills
Hedge Funds, Cash Management, Business Analysis, Presentations, Microsoft Excel, Access, PowerPoint, Fund Administration, Operating Budgets, Operations Management, Equities, Securities, Banking, Portfolio Management, Fixed Income, Risk Management, Management, Financial Services, Finance, Derivatives, Financial Risk, Capital Markets
Education
Rutgers University-New Brunswick 1997 — 2000
BA, Economics, History
Union County College 1994 — 1997
AA, Business
AIG November 2014 - Present
AIG April 2013 - October 2014
Morgan Stanley Fund Services July 2010 - April 2013
Morgan Stanley Fund Services April 2007 - June 2010
Morgan Stanley June 2003 - March 2007
Morgan Stanley June 2001 - May 2003
Morgan Stanley December 2000 - May 2001
Skills
Hedge Funds, Cash Management, Business Analysis, Presentations, Microsoft Excel, Access, PowerPoint, Fund Administration, Operating Budgets, Operations Management, Equities, Securities, Banking, Portfolio Management, Fixed Income, Risk Management, Management, Financial Services, Finance, Derivatives, Financial Risk, Capital Markets
Education
Rutgers University-New Brunswick 1997 — 2000
BA, Economics, History
Union County College 1994 — 1997
AA, Business
Andrew DiCostanzo's Morgan Stanley Fund Services Experience April 2012 - January 2015
Job Vice President at Credit Suisse Treasury Liquidity Planning
Industry Financial Services
Experience
Credit Suisse January 2015 - Present
Morgan Stanley Fund Services April 2012 - January 2015
Morgan Stanley June 2005 - April 2012
Skills
Fixed Income, Equities, Capital Markets, Hedge Funds, Investments, Corporate Finance, Derivatives, Financial Analysis, Financial Modeling, Asset Management, Cash Management, Treasury, Liquidity Management, Liquidity Analysis
Education
Loyola University Maryland 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Credit Suisse January 2015 - Present
Morgan Stanley Fund Services April 2012 - January 2015
Morgan Stanley June 2005 - April 2012
Skills
Fixed Income, Equities, Capital Markets, Hedge Funds, Investments, Corporate Finance, Derivatives, Financial Analysis, Financial Modeling, Asset Management, Cash Management, Treasury, Liquidity Management, Liquidity Analysis
Education
Loyola University Maryland 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance, General
Enes Dedovic's Morgan Stanley Fund Services Experience November 2008 - Present
Job Executive Director at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley Fund Services November 2008 - Present
Morgan Stanley - Prime Brokerage August 2007 - November 2008
Morgan Stanley August 1997 - August 2007
Morgan Stanley June 1997 - August 1997
Cornell University August 1996 - May 1997
Cornell University August 1995 - August 1996
Sponsor: Voith Hydro, bonding.de and others September 1994 - September 1994
Skills
Equities, Capital Markets, Hedge Funds, Prime Brokerage, Investment Banking, Derivatives, Asset Managment, Risk Management, Portfolio Management, Fixed Income, Financial Modeling, Perl, SQL, Visual Basic - VBA, C++ Language, Matlab, Java, Fortran, Linux, R, Financial Risk
Education
Cornell University 1995 — 1997
MSc, Fluid Mechanics & Applied Mathematics
Middle East Technical University 1993 — 1995
B.Sc., Mechanical Engineering, Top of the class
Univerzitet u Sarajevu 1989 — 1992
Mechanical Engineering, Top of the class
Morgan Stanley Fund Services November 2008 - Present
Morgan Stanley - Prime Brokerage August 2007 - November 2008
Morgan Stanley August 1997 - August 2007
Morgan Stanley June 1997 - August 1997
Cornell University August 1996 - May 1997
Cornell University August 1995 - August 1996
Sponsor: Voith Hydro, bonding.de and others September 1994 - September 1994
Skills
Equities, Capital Markets, Hedge Funds, Prime Brokerage, Investment Banking, Derivatives, Asset Managment, Risk Management, Portfolio Management, Fixed Income, Financial Modeling, Perl, SQL, Visual Basic - VBA, C++ Language, Matlab, Java, Fortran, Linux, R, Financial Risk
Education
Cornell University 1995 — 1997
MSc, Fluid Mechanics & Applied Mathematics
Middle East Technical University 1993 — 1995
B.Sc., Mechanical Engineering, Top of the class
Univerzitet u Sarajevu 1989 — 1992
Mechanical Engineering, Top of the class
John Silletta's Morgan Stanley Fund Services Experience January 2007 - Present
Job Account Manager at Morgan Stanley Fund Services
Industry Financial Services
Experience
Morgan Stanley Fund Services January 2007 - Present
Tremont Capital Management 1997 - 2006
Skills
Hedge Funds, Investments, Fund Accounting, Equities, Fund Administration, Asset Managment, Fixed Income, Derivatives, Alternative Investments, Financial Services, Mutual Funds, Fund Of Funds, Bloomberg, Securities, Asset Management
Education
Iona College 1988 — 1992
Morgan Stanley Fund Services January 2007 - Present
Tremont Capital Management 1997 - 2006
Skills
Hedge Funds, Investments, Fund Accounting, Equities, Fund Administration, Asset Managment, Fixed Income, Derivatives, Alternative Investments, Financial Services, Mutual Funds, Fund Of Funds, Bloomberg, Securities, Asset Management
Education
Iona College 1988 — 1992
Ira Mosberg, CPA's Morgan Stanley Fund Services Experience April 2013 - August 2013
Job Financial Services Professional
Industry Investment Management
Experience
Welch Capital Partners September 2013 - Present
Morgan Stanley Fund Services April 2013 - August 2013
Bridger Management, LLC August 2007 - December 2012
JWM Partners, LLC September 2003 - August 2007
Rothstein Kass July 2000 - September 2003
Skills
Hedge Funds, SMA, Audit, Financial Services, Tax, Partnership Accounting, Financial Reporting, Fixed Income, Equities, Options, Swaps, Trade Execution, Trade Settlement, Bloomberg, EMSX, 13F, FATCA, Investor Reporting, Geneva, Axys
Education
Tulane University 1994 — 1998
BSM, Accounting
Tulane University - A.B. Freeman School of Business 1994 — 1998
BSM, Accounting
Welch Capital Partners September 2013 - Present
Morgan Stanley Fund Services April 2013 - August 2013
Bridger Management, LLC August 2007 - December 2012
JWM Partners, LLC September 2003 - August 2007
Rothstein Kass July 2000 - September 2003
Skills
Hedge Funds, SMA, Audit, Financial Services, Tax, Partnership Accounting, Financial Reporting, Fixed Income, Equities, Options, Swaps, Trade Execution, Trade Settlement, Bloomberg, EMSX, 13F, FATCA, Investor Reporting, Geneva, Axys
Education
Tulane University 1994 — 1998
BSM, Accounting
Tulane University - A.B. Freeman School of Business 1994 — 1998
BSM, Accounting
Elvin Quezada's Morgan Stanley Fund Services Experience August 2006 - Present
Job Account Manager at Morgan Stanley Fund Services
Industry Accounting
Experience
Morgan Stanley Fund Services August 2006 - Present
Skills
Hedge Funds, Fund Administration, Equities, Alternative Investments, Fixed Income
Education
St. John's University, The Peter J. Tobin College of Business
Morgan Stanley Fund Services August 2006 - Present
Skills
Hedge Funds, Fund Administration, Equities, Alternative Investments, Fixed Income
Education
St. John's University, The Peter J. Tobin College of Business
Jay Merulic's Morgan Stanley Fund Services Experience April 2011 - May 2015
Job Senior Associate Morgan Stanley Fund Services
Industry Accounting
Experience
SS&C Technologies May 2015 - Present
Morgan Stanley Fund Services April 2011 - May 2015
Citi Hedge Fund Services January 2008 - April 2011
Skills
Financial Reporting, Finance, Account Reconciliation, Analysis, Hedge Funds, Financial Services, Asset Management, Alternative Investments, Bloomberg, Derivatives, Equities, Financial Analysis, Financial Statements, Fixed Income, Fund Of Funds, Investments, Securities, Private Equity, Management, Valuation, Fund Administration
Education
Kean University
Bachelor's of Science, Finance
SS&C Technologies May 2015 - Present
Morgan Stanley Fund Services April 2011 - May 2015
Citi Hedge Fund Services January 2008 - April 2011
Skills
Financial Reporting, Finance, Account Reconciliation, Analysis, Hedge Funds, Financial Services, Asset Management, Alternative Investments, Bloomberg, Derivatives, Equities, Financial Analysis, Financial Statements, Fixed Income, Fund Of Funds, Investments, Securities, Private Equity, Management, Valuation, Fund Administration
Education
Kean University
Bachelor's of Science, Finance
Kate Foran's Morgan Stanley Fund Services Experience February 2008 - April 2009
Job Associate at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors November 2012 - Present
Zuckerman Investment Group May 2009 - February 2012
Morgan Stanley Fund Services February 2008 - April 2009
Morgan Stanley Fund Services July 2007 - February 2008
Gabelli & Partners, LLC January 2007 - July 2007
Gabelli & Company, Inc July 2006 - January 2007
Skills
Asset Management, Mutual Funds, Strategic Planning, Hedge Funds, Leadership, Management, Alternative Investments, Financial Services, Securities, Investments
Education
Iona College 2005 — 2008
Master of Arts, Public Relations
The Catholic University of America 2001 — 2005
Bachelor of Arts, Sociology
Dimensional Fund Advisors November 2012 - Present
Zuckerman Investment Group May 2009 - February 2012
Morgan Stanley Fund Services February 2008 - April 2009
Morgan Stanley Fund Services July 2007 - February 2008
Gabelli & Partners, LLC January 2007 - July 2007
Gabelli & Company, Inc July 2006 - January 2007
Skills
Asset Management, Mutual Funds, Strategic Planning, Hedge Funds, Leadership, Management, Alternative Investments, Financial Services, Securities, Investments
Education
Iona College 2005 — 2008
Master of Arts, Public Relations
The Catholic University of America 2001 — 2005
Bachelor of Arts, Sociology
Omari Vessup, CPA's Morgan Stanley Fund Services Experience January 2006 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Fund Services January 2006 - Present
Wexford Capital November 2004 - January 2006
Geller & Company July 2001 - November 2004
Skills
Hedge Funds, Fund Administration, Bloomberg, Alternative Investments, Equities, Fund Accounting, Fixed Income, Accounting, Capital Markets, Funding, Asset Management, Fund Of Funds, Securities, Derivatives, Financial Services, Mutual Funds
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA in Accounting
Morgan Stanley Fund Services January 2006 - Present
Wexford Capital November 2004 - January 2006
Geller & Company July 2001 - November 2004
Skills
Hedge Funds, Fund Administration, Bloomberg, Alternative Investments, Equities, Fund Accounting, Fixed Income, Accounting, Capital Markets, Funding, Asset Management, Fund Of Funds, Securities, Derivatives, Financial Services, Mutual Funds
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA in Accounting
Samuel Tsegaye's Morgan Stanley Fund Services Experience January 2011 - Present
Job Executive Director at Morgan Stanley Fund Services
Industry Financial Services
Experience
Morgan Stanley Fund Services January 2011 - Present
Morgan Stanley Fund Services January 2008 - December 2010
Skills
Hedge Funds
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2002 — 2003
LLM
Benjamin N. Cardozo School of Law, Yeshiva University 1999 — 2002
JD
Boston College 1993 — 1997
Bachelors, Communications
Morgan Stanley Fund Services January 2011 - Present
Morgan Stanley Fund Services January 2008 - December 2010
Skills
Hedge Funds
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2002 — 2003
LLM
Benjamin N. Cardozo School of Law, Yeshiva University 1999 — 2002
JD
Boston College 1993 — 1997
Bachelors, Communications
Timothy Brick's Morgan Stanley Fund Services Experience April 2008 - Present
Job Hedge Fund Administrator at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Fund Services April 2008 - Present
American Funds Service Company November 2003 - November 2007
Education
Southern Connecticut State University 1999 — 2000
Political Science
Central Connecticut State University 1995 — 1999
BA, Political Science
Morgan Stanley Fund Services April 2008 - Present
American Funds Service Company November 2003 - November 2007
Education
Southern Connecticut State University 1999 — 2000
Political Science
Central Connecticut State University 1995 — 1999
BA, Political Science
John Olinek's Morgan Stanley Fund Services Experience October 2010 - Present
Job Vice President at Morgan Stanley Fund Services
Industry Investment Management
Experience
Morgan Stanley Fund Services October 2010 - Present
Cantillon Capital Management LLC August 2003 - August 2010
Cantillon Capital Management LLC August 2003 - August 2010
Skills
CPA
Education
Mercy College 1992 — 1995
BS, Accounting
Morgan Stanley Fund Services October 2010 - Present
Cantillon Capital Management LLC August 2003 - August 2010
Cantillon Capital Management LLC August 2003 - August 2010
Skills
CPA
Education
Mercy College 1992 — 1995
BS, Accounting
David Proskin's Morgan Stanley Fund Services Experience May 2006 - August 2010
Job Independent Consultant
Industry Financial Services
Experience
David S. Proskin, CPA 2012 - Present
Novus Partners September 2010 - September 2011
Morgan Stanley Fund Services May 2006 - August 2010
Exton Capital Management November 2004 - May 2006
Milton Arbitrage Partners, LLC June 1998 - November 2004
PricewaterhouseCoopers LLP 1991 - 1998
Goldstein Golub Kessler & Co 1996 - 1997
Bloom Hochberg 1988 - 1991
Lynch Jones & Ryan 1986 - 1988
Skills
Management Consulting, Hedge Funds, Derivatives, Capital Markets, Asset Management, Management, Equities, Alternative Investments, Fund Accounting, Leadership, Investments, Fund Of Funds, Financial Modeling, Private Equity, Finance, Financial Analysis, Valuation, Financial Accounting
Education
Baruch College, City University of New York (CUNY) 1979 — 1983
BBA, Accounting
Bronx Science
David S. Proskin, CPA 2012 - Present
Novus Partners September 2010 - September 2011
Morgan Stanley Fund Services May 2006 - August 2010
Exton Capital Management November 2004 - May 2006
Milton Arbitrage Partners, LLC June 1998 - November 2004
PricewaterhouseCoopers LLP 1991 - 1998
Goldstein Golub Kessler & Co 1996 - 1997
Bloom Hochberg 1988 - 1991
Lynch Jones & Ryan 1986 - 1988
Skills
Management Consulting, Hedge Funds, Derivatives, Capital Markets, Asset Management, Management, Equities, Alternative Investments, Fund Accounting, Leadership, Investments, Fund Of Funds, Financial Modeling, Private Equity, Finance, Financial Analysis, Valuation, Financial Accounting
Education
Baruch College, City University of New York (CUNY) 1979 — 1983
BBA, Accounting
Bronx Science
David Nowak's Morgan Stanley Fund Services Experience August 2012 - Present
Job Vice President at Morgan Stanley Fund Services
Industry Financial Services
Experience
Morgan Stanley Fund Services August 2012 - Present
HedgeServ October 2010 - March 2012
Columbus Avenue Consulting February 2010 - September 2010
International Fund Services February 1994 - February 2009
Skills
Hedge Funds, Alternative Investments, Fixed Income, Swaps, Equities, Derivatives, Bloomberg, Valuation, Securities, FX Options, Accounting, Investments, Portfolio Management, Options, Financial Risk, Fund Accounting, Fund Administration, Financial Analysis, Banking, Private Equity, Financial Services, Fund Of Funds, Asset Management
Education
Penn State University 1984 — 1988
Bachelor of Science (BS), Accounting
Morgan Stanley Fund Services August 2012 - Present
HedgeServ October 2010 - March 2012
Columbus Avenue Consulting February 2010 - September 2010
International Fund Services February 1994 - February 2009
Skills
Hedge Funds, Alternative Investments, Fixed Income, Swaps, Equities, Derivatives, Bloomberg, Valuation, Securities, FX Options, Accounting, Investments, Portfolio Management, Options, Financial Risk, Fund Accounting, Fund Administration, Financial Analysis, Banking, Private Equity, Financial Services, Fund Of Funds, Asset Management
Education
Penn State University 1984 — 1988
Bachelor of Science (BS), Accounting
Jonathan Kuber's Morgan Stanley Fund Services Experience April 2008 - February 2014
Job Biology Teacher at Goshen Central School District
Industry Education Management
Experience
Goshen Central school District July 2015 - Present
IS 254 January 2015 - July 2015
Icahn Charter 3 February 2014 - January 2015
Morgan Stanley Fund Services April 2008 - February 2014
UBS Investment Bank November 2004 - April 2008
Viking Global Investors May 2003 - December 2004
Skills
Hedge Funds, Fixed Income, Bloomberg, Equities, Prime Brokerage, Alternative Investments, Middle Office, Capital Markets, Swaps, Investment Banking, Series 7, Asset Managment, Derivatives, Fund Administration, CDS, Options, Series 63, Securities Lending, Securities, Investments, SWIFT payments
Education
Binghamton University 1991 — 1995
BS, Economics
East Meadow HS 1988 — 1991
Goshen Central school District July 2015 - Present
IS 254 January 2015 - July 2015
Icahn Charter 3 February 2014 - January 2015
Morgan Stanley Fund Services April 2008 - February 2014
UBS Investment Bank November 2004 - April 2008
Viking Global Investors May 2003 - December 2004
Skills
Hedge Funds, Fixed Income, Bloomberg, Equities, Prime Brokerage, Alternative Investments, Middle Office, Capital Markets, Swaps, Investment Banking, Series 7, Asset Managment, Derivatives, Fund Administration, CDS, Options, Series 63, Securities Lending, Securities, Investments, SWIFT payments
Education
Binghamton University 1991 — 1995
BS, Economics
East Meadow HS 1988 — 1991
Rich Cavuoto's Morgan Stanley Fund Services Experience May 2010 - Present
Job Investor Services Representative at Morgan Stanley Fund Services
Industry Banking
Experience
Morgan Stanley Fund Services May 2010 - Present
The Bank of New York Mellon May 2006 - May 2010
The Bank of New York Mellon April 1999 - May 2010
Skills
Hedge Funds, Securities, Fixed Income, Alternative Investments, Bloomberg, Equities, Portfolio Management, Capital Markets, Investor Relations, AML, Financial Markets, Management, Process Improvement, Business Process..., Derivatives, Financial Services, Mutual Funds, Money Settlement, Trade Settlement, Global Custody, Finance, Fund Administration
Education
Iona College
BS, Business Administration and Management, General
Morgan Stanley Fund Services May 2010 - Present
The Bank of New York Mellon May 2006 - May 2010
The Bank of New York Mellon April 1999 - May 2010
Skills
Hedge Funds, Securities, Fixed Income, Alternative Investments, Bloomberg, Equities, Portfolio Management, Capital Markets, Investor Relations, AML, Financial Markets, Management, Process Improvement, Business Process..., Derivatives, Financial Services, Mutual Funds, Money Settlement, Trade Settlement, Global Custody, Finance, Fund Administration
Education
Iona College
BS, Business Administration and Management, General
Karin Soto's Morgan Stanley Fund Services Experience August 2009 - June 2013
Job Account Executive at Robert Half Financial Services
Industry Financial Services
Experience
Morgan Stanley June 2013 - July 2014
Morgan Stanley Fund Services August 2009 - June 2013
GlobeOp Financial Services April 2008 - December 2008
GlobeOp Financial Services July 2006 - April 2008
BNY Mellon August 2005 - July 2006
Financial Services Company June 2003 - August 2005
Skills
Hedge Funds, Investment Banking, Capital Markets, Management, Investor Relations, Bloomberg, Financial Services, Financial Analysis, Equities, Equity Derivatives, Fixed Income, Alternative Investments, Financial Markets, Asset Management, Investments, Mutual Funds, Securities, Portfolio Management, Trust Management, Wealth Management, Business Analysis, Due Diligence, CRM, Anti Money Laundering, KYC
Education
Manhattanville College 1999 — 2003
Bachelor's degree
Hicksville High School
Morgan Stanley June 2013 - July 2014
Morgan Stanley Fund Services August 2009 - June 2013
GlobeOp Financial Services April 2008 - December 2008
GlobeOp Financial Services July 2006 - April 2008
BNY Mellon August 2005 - July 2006
Financial Services Company June 2003 - August 2005
Skills
Hedge Funds, Investment Banking, Capital Markets, Management, Investor Relations, Bloomberg, Financial Services, Financial Analysis, Equities, Equity Derivatives, Fixed Income, Alternative Investments, Financial Markets, Asset Management, Investments, Mutual Funds, Securities, Portfolio Management, Trust Management, Wealth Management, Business Analysis, Due Diligence, CRM, Anti Money Laundering, KYC
Education
Manhattanville College 1999 — 2003
Bachelor's degree
Hicksville High School
Robert V. Bailey's Morgan Stanley Fund Services Experience June 2008 - December 2011
Job Director, Analytics at Integral Ad Science
Industry Online Media
Experience
Integral Ad Science July 2014 - Present
Ghostery, Inc. April 2013 - June 2014
Massey Knakal Realty Services January 2012 - April 2013
Morgan Stanley Fund Services June 2008 - December 2011
Education
Haverford College 2007 — 2011
BA
Fox Lane High School 2003 — 2007
Integral Ad Science July 2014 - Present
Ghostery, Inc. April 2013 - June 2014
Massey Knakal Realty Services January 2012 - April 2013
Morgan Stanley Fund Services June 2008 - December 2011
Education
Haverford College 2007 — 2011
BA
Fox Lane High School 2003 — 2007
Rich Skow's Morgan Stanley Fund Services Experience June 2008 - November 2013
Job Fund accountant at Altalis Capital
Industry Financial Services
Experience
Altalis Capital August 2014 - Present
P. Schoenfeld Asset Management November 2013 - August 2014
Morgan Stanley Fund Services June 2008 - November 2013
Skills
Bloomberg, Equities, Fixed Income, Hedge Funds, Financial Services, Fund Administration, Fund Accounting, Bloomberg Terminal, Financial Reporting, Securities, Corporate Actions, Accounting, Asset Management, Derivatives
Education
Baruch College
Master of Science (M.S.), Accounting
Pace University 2004 — 2008
BBA, Accounting
Altalis Capital August 2014 - Present
P. Schoenfeld Asset Management November 2013 - August 2014
Morgan Stanley Fund Services June 2008 - November 2013
Skills
Bloomberg, Equities, Fixed Income, Hedge Funds, Financial Services, Fund Administration, Fund Accounting, Bloomberg Terminal, Financial Reporting, Securities, Corporate Actions, Accounting, Asset Management, Derivatives
Education
Baruch College
Master of Science (M.S.), Accounting
Pace University 2004 — 2008
BBA, Accounting
Bruce Kimbark's Morgan Stanley Fund Services Experience October 2011 - March 2015
Job Alternative Investments Investor Relations
Industry Financial Services
Experience
Oppenheimer & Co. Inc. April 2015 - Present
Morgan Stanley Fund Services October 2011 - March 2015
SS&C GlobeOp March 2007 - October 2011
Education
Fordham University 2002 — 2006
Bachelor of Arts (BA), Mathematics
Fordham University 2002 — 2006
Bachelor of Arts (BA), Economics
Oppenheimer & Co. Inc. April 2015 - Present
Morgan Stanley Fund Services October 2011 - March 2015
SS&C GlobeOp March 2007 - October 2011
Education
Fordham University 2002 — 2006
Bachelor of Arts (BA), Mathematics
Fordham University 2002 — 2006
Bachelor of Arts (BA), Economics
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY