Morgan Stanley Investment Management
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1,389 Morgan Stanley Investment Management employees in database. Find out everything there's to know about Morgan Stanley Investment Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Investment Management Employees
Employee
Years
Job
Industry
Joyce Yurman Joyce Yurman's Morgan Stanley Investment Management Experience 1995 - 2003
Job Gallagher Bollinger, Inc., a subsidiary of Arthur J. Gallagher & Co.
Industry Graphic Design
Experience
Arthur J. Gallagher & Co. February 2015 - Present
Gallagher Bollinger April 2013 - Present
Gallagher Bollinger 2013 - 2014
Bethany Presbyterian Church, Bloomfield, NJ June 2012 - April 2013
Chubb June 2011 - September 2011
ADP Florham Park, NJ November 2010 - June 2011
Affinity-IT Training May 2008 - April 2010
Morgan Stanley Investment Management 1995 - 2003
Skills
Illustrator, Graphic Design, InDesign
Education
Baruch College, City University of New York (CUNY) 1987 — 1993
BA, Graphic Communications
Arthur J. Gallagher & Co. February 2015 - Present
Gallagher Bollinger April 2013 - Present
Gallagher Bollinger 2013 - 2014
Bethany Presbyterian Church, Bloomfield, NJ June 2012 - April 2013
Chubb June 2011 - September 2011
ADP Florham Park, NJ November 2010 - June 2011
Affinity-IT Training May 2008 - April 2010
Morgan Stanley Investment Management 1995 - 2003
Skills
Illustrator, Graphic Design, InDesign
Education
Baruch College, City University of New York (CUNY) 1987 — 1993
BA, Graphic Communications
Oscar Gordillo's Morgan Stanley Investment Management Experience June 2007 - September 2007
Job Nexxt Connectivity Regional Sales Manager an Accvent Company
Industry Information Technology and Services
Experience
Nexxt Connectivity, an Accvent Company April 2012 - Present
Epson October 2010 - March 2012
Star Computer Group October 2008 - October 2010
National Planning Corporation December 2007 - October 2008
Morgan Stanley Investment Management June 2007 - September 2007
Banc of America Investments July 2006 - April 2007
Ingram Micro March 1997 - June 2006
Computek S.A. August 1997 - March 1998
Hewlett-Packard February 1994 - August 1997
Skills
Sales Management, Channel, Account Management, Product Marketing, New Business Development, Sales, Solution Selling, Product Management, Marketing Strategy, Strategic Planning, Business Planning, International Sales, Direct Sales, Business Development, Multi-channel Marketing, Negotiation, Sales Process, Salesforce.com, Sales Operations, Channel Partners, Marketing, Team Leadership, CRM, Competitive Analysis, Go-to-market Strategy, Key Account Management, Partner Management, Product Development, Strategic Partnerships, Strategy, B2B, Cloud Computing
Education
Miami Dade College 1994 — 1996
AA, International Business
Barry University
Computer Engineer
Nexxt Connectivity, an Accvent Company April 2012 - Present
Epson October 2010 - March 2012
Star Computer Group October 2008 - October 2010
National Planning Corporation December 2007 - October 2008
Morgan Stanley Investment Management June 2007 - September 2007
Banc of America Investments July 2006 - April 2007
Ingram Micro March 1997 - June 2006
Computek S.A. August 1997 - March 1998
Hewlett-Packard February 1994 - August 1997
Skills
Sales Management, Channel, Account Management, Product Marketing, New Business Development, Sales, Solution Selling, Product Management, Marketing Strategy, Strategic Planning, Business Planning, International Sales, Direct Sales, Business Development, Multi-channel Marketing, Negotiation, Sales Process, Salesforce.com, Sales Operations, Channel Partners, Marketing, Team Leadership, CRM, Competitive Analysis, Go-to-market Strategy, Key Account Management, Partner Management, Product Development, Strategic Partnerships, Strategy, B2B, Cloud Computing
Education
Miami Dade College 1994 — 1996
AA, International Business
Barry University
Computer Engineer
Jessica Meres's Morgan Stanley Investment Management Experience January 2015 - Present
Job Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management January 2015 - Present
Morgan Stanley Investment Management January 2014 - January 2015
Vanguard December 2011 - January 2014
TD January 2008 - November 2011
Skills
Sales, Microsoft Excel, Finance, Accounting, Management, Mutual Funds, Derivatives, Valuation, Wealth Management, Mortgage Lending, Securities, Options, Retail Banking, Financial Analysis, Bloomberg, Leadership
Education
Drexel University - College of Business and Administration 2009 — 2013
Bachelor's degree, Business/Commerce, General
Boston Architectural College 2006 — 2009
Bachelor of Architecture (BArch), Architecture
Morgan Stanley Investment Management January 2015 - Present
Morgan Stanley Investment Management January 2014 - January 2015
Vanguard December 2011 - January 2014
TD January 2008 - November 2011
Skills
Sales, Microsoft Excel, Finance, Accounting, Management, Mutual Funds, Derivatives, Valuation, Wealth Management, Mortgage Lending, Securities, Options, Retail Banking, Financial Analysis, Bloomberg, Leadership
Education
Drexel University - College of Business and Administration 2009 — 2013
Bachelor's degree, Business/Commerce, General
Boston Architectural College 2006 — 2009
Bachelor of Architecture (BArch), Architecture
Kevin S. Lynch Kevin S. Lynch's Morgan Stanley Investment Management Experience August 2012 - Present
Job Analyst at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management August 2012 - Present
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Office, Private Equity, Alternative Investments, Customer Service, Financial Analysis, Mezzanine, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Business Analysis, Data Analysis, Marketing, Public Speaking
Education
Villanova University 2010 — 2012
Bachelor of Business Administration, Finance
Bentley University 2008 — 2010
Morgan Stanley Investment Management August 2012 - Present
Merrill Lynch May 2011 - August 2011
Skills
Microsoft Office, Private Equity, Alternative Investments, Customer Service, Financial Analysis, Mezzanine, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Business Analysis, Data Analysis, Marketing, Public Speaking
Education
Villanova University 2010 — 2012
Bachelor of Business Administration, Finance
Bentley University 2008 — 2010
Lesley Gao Lesley Gao's Morgan Stanley Investment Management Experience August 2012 - December 2012
Job Marketing & Strategy Analyst at Enova International
Industry Internet
Experience
Enova International March 2015 - Present
Enova International November 2013 - March 2015
Morgan Stanley Investment Management August 2012 - December 2012
Qorvis MSLGROUP January 2012 - May 2012
New Oriental Education & Tech Gp (NYSE: EDU) July 2009 - August 2011
Grandall Legal Group June 2010 - August 2010
United States House of Representatives May 2008 - July 2008
Skills
Marketing, SQL, Data Analysis, Competitive Analysis, Financial Modeling, Business Development, Market Research, Relationship Management, Entrepreneurship, Contract Negotiation, Policy Analysis, Strategy
Education
Lake Forest College 2009 — 2013
Bachelor of arts, Spanish, Politics, Economics
American University 2012 — 2012
Washington Semester Program, American Politics
Oldfields School 2007 — 2009
Enova International March 2015 - Present
Enova International November 2013 - March 2015
Morgan Stanley Investment Management August 2012 - December 2012
Qorvis MSLGROUP January 2012 - May 2012
New Oriental Education & Tech Gp (NYSE: EDU) July 2009 - August 2011
Grandall Legal Group June 2010 - August 2010
United States House of Representatives May 2008 - July 2008
Skills
Marketing, SQL, Data Analysis, Competitive Analysis, Financial Modeling, Business Development, Market Research, Relationship Management, Entrepreneurship, Contract Negotiation, Policy Analysis, Strategy
Education
Lake Forest College 2009 — 2013
Bachelor of arts, Spanish, Politics, Economics
American University 2012 — 2012
Washington Semester Program, American Politics
Oldfields School 2007 — 2009
samuel edwards samuel edwards's Morgan Stanley Investment Management Experience January 2009 - May 2009
Job Entrepreneur, Owner Operator at Edwards Brothers BBQ
Industry Hospitality
Experience
Sugar City Specialty Foods LLC September 2012 - Present
Edwards Brothers BBQ October 2011 - Present
Manero's June 2010 - August 2010
Morgan Stanley Investment Management January 2009 - May 2009
Skills
Event Management, Customer Service, Event Planning, Management, Sales, Budgets, Marketing, Microsoft Office, Social Media, Microsoft Excel, Strategic Planning, Leadership, PowerPoint, Hospitality, Research, Photography, Social Networking
Education
Auburn University 2009 — 2014
Bachelor's degree, Hotel and Restaurant Management
Sugar City Specialty Foods LLC September 2012 - Present
Edwards Brothers BBQ October 2011 - Present
Manero's June 2010 - August 2010
Morgan Stanley Investment Management January 2009 - May 2009
Skills
Event Management, Customer Service, Event Planning, Management, Sales, Budgets, Marketing, Microsoft Office, Social Media, Microsoft Excel, Strategic Planning, Leadership, PowerPoint, Hospitality, Research, Photography, Social Networking
Education
Auburn University 2009 — 2014
Bachelor's degree, Hotel and Restaurant Management
Kristin Rubens's Morgan Stanley Investment Management Experience January 2008 - June 2010
Job Writer/Editor at SEI
Industry Financial Services
Experience
SEIo June 2011 - Present
Invesco Ltd. June 2010 - June 2011
Morgan Stanley Investment Management January 2008 - June 2010
AllianceBernstein March 2005 - January 2008
The Nation Institute September 2003 - March 2005
AmeriCorps August 2002 - August 2003
Skills
Editing, Social Media, Financial Services, Research, RFP, Social Media Marketing, Public Relations, Writing
Education
Bard College 2003 — 2003
Post-graduate studies, Globalization and International Affairs
Ithaca College 1998 — 2002
BA, Journalism
SEIo June 2011 - Present
Invesco Ltd. June 2010 - June 2011
Morgan Stanley Investment Management January 2008 - June 2010
AllianceBernstein March 2005 - January 2008
The Nation Institute September 2003 - March 2005
AmeriCorps August 2002 - August 2003
Skills
Editing, Social Media, Financial Services, Research, RFP, Social Media Marketing, Public Relations, Writing
Education
Bard College 2003 — 2003
Post-graduate studies, Globalization and International Affairs
Ithaca College 1998 — 2002
BA, Journalism
Christopher Freitas Christopher Freitas's Morgan Stanley Investment Management Experience 2013 - 2015
Job Private Client Investment Associate
Industry Investment Management
Experience
JPMorgan Chase Bank NA 2015 - Present
Morgan Stanley Investment Management 2013 - 2015
MetLife July 2012 - February 2013
Education
Investment Banking Institute Business School Pty Ltd
Sonoma State University
JPMorgan Chase Bank NA 2015 - Present
Morgan Stanley Investment Management 2013 - 2015
MetLife July 2012 - February 2013
Education
Investment Banking Institute Business School Pty Ltd
Sonoma State University
Albert P. Wu Albert P. Wu's Morgan Stanley Investment Management Experience September 2008 - August 2011
Job Associate Business Architecture & Change Management | Operations at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Credit Suisse August 2013 - July 2015
Credit Suisse August 2011 - August 2013
Morgan Stanley Investment Management September 2008 - August 2011
Morgan Stanley Wealth Management September 2005 - September 2008
Fitch Ratings September 2004 - September 2005
Skills
Business Process, Business Analysis, Project Management, SDLC, Business Requirements, Analysis, Reference Data, Project Planning, Strategic Planning, Requirements Gathering, Requirements Analysis, Documentation Practices, Procedure Development, Procedure Review, Trading Systems, Foreign Exchange, Equity Derivatives, Fixed Income, Stakeholder Management, Building Business..., Microsoft Excel, Financial Services, User Acceptance Testing, Process Improvement, Alteryx, Tableau, Business Intelligence, Change Management, Client Services, Relationship Management, Business Planning, Production Support, Procedure Creation, Investment Banking, Collaboration, Access Database, Project Delivery, Quality Assurance, Data Analysis, Middle Office, PL/SQL, Subject Matter Experts, Production Management
Education
Baruch College
Bachelor of Arts (B.A.), Business Communications
University of Houston
Goldman Sachs July 2015 - Present
Credit Suisse August 2013 - July 2015
Credit Suisse August 2011 - August 2013
Morgan Stanley Investment Management September 2008 - August 2011
Morgan Stanley Wealth Management September 2005 - September 2008
Fitch Ratings September 2004 - September 2005
Skills
Business Process, Business Analysis, Project Management, SDLC, Business Requirements, Analysis, Reference Data, Project Planning, Strategic Planning, Requirements Gathering, Requirements Analysis, Documentation Practices, Procedure Development, Procedure Review, Trading Systems, Foreign Exchange, Equity Derivatives, Fixed Income, Stakeholder Management, Building Business..., Microsoft Excel, Financial Services, User Acceptance Testing, Process Improvement, Alteryx, Tableau, Business Intelligence, Change Management, Client Services, Relationship Management, Business Planning, Production Support, Procedure Creation, Investment Banking, Collaboration, Access Database, Project Delivery, Quality Assurance, Data Analysis, Middle Office, PL/SQL, Subject Matter Experts, Production Management
Education
Baruch College
Bachelor of Arts (B.A.), Business Communications
University of Houston
David Lentinello David Lentinello's Morgan Stanley Investment Management Experience February 1995 - March 2002
Job Controller
Industry Financial Services
Experience
StoneCastle Financial Corp. September 2013 - Present
Federal Guaranty Insurance Company July 2013 - August 2013
Neuberger Berman July 2012 - February 2013
BNY Mellon January 2012 - May 2012
Ambac October 2011 - November 2011
DoubleRock Corp March 2007 - September 2011
JPMorgan Chase March 2002 - March 2007
Morgan Stanley Investment Management February 1995 - March 2002
Skills
Fund Accounting, Fund..., Hedge Funds, Private Equity, Mergers, Pension Funds, Compliance Monitoring, FASB, ERISA, Fund Accounting, Fund Administration, Financial Reporting, Asset Managment, Alternative Investments, Securities, Fixed Income, Equities, Mutual Funds
Education
Adelphi University 1986 — 1989
MBA, Corporate Finance
St. Francis College 1979 — 1984
BS, Accounting
StoneCastle Financial Corp. September 2013 - Present
Federal Guaranty Insurance Company July 2013 - August 2013
Neuberger Berman July 2012 - February 2013
BNY Mellon January 2012 - May 2012
Ambac October 2011 - November 2011
DoubleRock Corp March 2007 - September 2011
JPMorgan Chase March 2002 - March 2007
Morgan Stanley Investment Management February 1995 - March 2002
Skills
Fund Accounting, Fund..., Hedge Funds, Private Equity, Mergers, Pension Funds, Compliance Monitoring, FASB, ERISA, Fund Accounting, Fund Administration, Financial Reporting, Asset Managment, Alternative Investments, Securities, Fixed Income, Equities, Mutual Funds
Education
Adelphi University 1986 — 1989
MBA, Corporate Finance
St. Francis College 1979 — 1984
BS, Accounting
Roberta R. Welch Roberta R. Welch's Morgan Stanley Investment Management Experience July 2009 - October 2009
Job
Industry Financial Services
Experience
Citi October 2010 - January 2012
UBS August 2010 - October 2010
SapientNitro April 2010 - June 2010
Morgan Stanley Investment Management July 2009 - October 2009
Deutsche Bank, Private Wealth Management November 2006 - April 2009
Marketing and Communications November 2004 - November 2006
Morgan Stanley May 1999 - November 2006
Syntra Limited September 1996 - May 1999
Skills
Google Analytics, Documentum, HTML, FrontPage, RedDot, Content Management, Analytics, Web Analytics, Digital Marketing, Online Advertising, Content Development, Integrated Marketing, Marketing Communications, Strategy, Financial Services, Social Media, Marketing, Email Marketing
Education
State University of New York at Binghamton 1991 — 1996
Bachelor of Arts, Psychology
City University of New York at Baruch CollegePresent
Citi October 2010 - January 2012
UBS August 2010 - October 2010
SapientNitro April 2010 - June 2010
Morgan Stanley Investment Management July 2009 - October 2009
Deutsche Bank, Private Wealth Management November 2006 - April 2009
Marketing and Communications November 2004 - November 2006
Morgan Stanley May 1999 - November 2006
Syntra Limited September 1996 - May 1999
Skills
Google Analytics, Documentum, HTML, FrontPage, RedDot, Content Management, Analytics, Web Analytics, Digital Marketing, Online Advertising, Content Development, Integrated Marketing, Marketing Communications, Strategy, Financial Services, Social Media, Marketing, Email Marketing
Education
State University of New York at Binghamton 1991 — 1996
Bachelor of Arts, Psychology
City University of New York at Baruch CollegePresent
Lori Jakers Lori Jakers's Morgan Stanley Investment Management Experience July 1992 - June 2007
Job Mutual Fund Paralegal at Catalyst Capital Advisors LLC
Industry Financial Services
Experience
Catalyst Capital Advisors LLC June 2014 - Present
Gemini Fund Services September 2007 - May 2014
Gemini Fund Services, LLC September 2007 - May 2014
Morgan Stanley Investment Management July 1992 - June 2007
Skills
Mutual Funds, Series 6, Mutual Fund Paralegal, ETFs, Financial Services, Wealth Management
Education
Baruch College
Bachelor of Business Administration (BBA), Finance, General
Catalyst Capital Advisors LLC June 2014 - Present
Gemini Fund Services September 2007 - May 2014
Gemini Fund Services, LLC September 2007 - May 2014
Morgan Stanley Investment Management July 1992 - June 2007
Skills
Mutual Funds, Series 6, Mutual Fund Paralegal, ETFs, Financial Services, Wealth Management
Education
Baruch College
Bachelor of Business Administration (BBA), Finance, General
Sha'Quanna Brown's Morgan Stanley Investment Management Experience February 2013 - Present
Job Client Service Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Investment Management February 2013 - Present
Morgan Stanley Wealth Management May 2011 - February 2013
Brooks Brothers September 2010 - May 2011
Skills
Management, Spreadsheets, Software Documentation, Marketing
Education
Borough of Manhattan Community College 2014 — 2016
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
University of Bridgeport
Morgan Stanley Investment Management February 2013 - Present
Morgan Stanley Wealth Management May 2011 - February 2013
Brooks Brothers September 2010 - May 2011
Skills
Management, Spreadsheets, Software Documentation, Marketing
Education
Borough of Manhattan Community College 2014 — 2016
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
University of Bridgeport
Ellen Reif Ellen Reif's Morgan Stanley Investment Management Experience 1999 - 2005
Job Institutional Marketing
Industry
Experience
Pride July 2013 - Present
The Foote School 2011 - Present
Stevens Cooperative School July 2009 - June 2010
Financial Consultant 2006 - 2008
Morgan Stanley Investment Management 1999 - 2005
Morgan Stanley Dean Witter InterCapital 1997 - 1999
Skills
Marketing Communications, Investor Relations, Copywriting, Microsoft Office, Training, Project Coordination, Education, Budget Monitoring, Proofreading, Production Planning, Marketing Strategy, Editing, Corporate Communications, Content Management, Project Management, Curriculum Development, Lesson Planning
Education
Bank Street College of Education 2005 — 2010
M.S.
Virginia Polytechnic Institute and State University
B.A.
Pride July 2013 - Present
The Foote School 2011 - Present
Stevens Cooperative School July 2009 - June 2010
Financial Consultant 2006 - 2008
Morgan Stanley Investment Management 1999 - 2005
Morgan Stanley Dean Witter InterCapital 1997 - 1999
Skills
Marketing Communications, Investor Relations, Copywriting, Microsoft Office, Training, Project Coordination, Education, Budget Monitoring, Proofreading, Production Planning, Marketing Strategy, Editing, Corporate Communications, Content Management, Project Management, Curriculum Development, Lesson Planning
Education
Bank Street College of Education 2005 — 2010
M.S.
Virginia Polytechnic Institute and State University
B.A.
Dinesh Arockia samy's Morgan Stanley Investment Management Experience March 2015 - Present
Job Technical Lead in Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley Investment Management March 2015 - Present
Bank of America April 2010 - January 2015
Interlace India Private Limited June 2008 - March 2010
Mani India Technologies April 2007 - July 2008
Skills
C#, ASP.NET MVC, ASP.NET, Microsoft SQL Server, WCF, IBM ILOG, IrAuthor Inrules, Web Services, PL/SQL, .NET, JavaScript, jQuery, Oracle, AJAX, Manual Testing, SQL, Requirements Analysis, XML, ASP.NET AJAX, SSRS, SOA, SDLC, Databases, Web Applications, CSS, Database Design, LINQ, ADO.NET, IIS, Visual Studio, Design Patterns, TFS
Education
Anna University 2002 — 2006
B.E, Electical and Electronices
Morgan Stanley Investment Management March 2015 - Present
Bank of America April 2010 - January 2015
Interlace India Private Limited June 2008 - March 2010
Mani India Technologies April 2007 - July 2008
Skills
C#, ASP.NET MVC, ASP.NET, Microsoft SQL Server, WCF, IBM ILOG, IrAuthor Inrules, Web Services, PL/SQL, .NET, JavaScript, jQuery, Oracle, AJAX, Manual Testing, SQL, Requirements Analysis, XML, ASP.NET AJAX, SSRS, SOA, SDLC, Databases, Web Applications, CSS, Database Design, LINQ, ADO.NET, IIS, Visual Studio, Design Patterns, TFS
Education
Anna University 2002 — 2006
B.E, Electical and Electronices
Bob Crossland Bob Crossland's Morgan Stanley Investment Management Experience 2001 - 2003
Job President Crossland Insurance
Industry Insurance
Experience
Crossland Insurance June 2009 - Present
Crossland Insurance 2009 - Present
BNI 2008 - 2010
Capital Group Benefits October 2008 - June 2009
Rich Insurance Agency September 2003 - October 2008
Morgan Stanley Investment Management 2001 - 2003
Chevy Chase Financial Services 2000 - 2001
Austin / Crossland Insurance Agency 1998 - 2000
Prudential Insurance 1991 - 1998
Western Union 1981 - 1987
Skills
Health Insurance, Insurance, Benefits, Health, Medicare Supplements, Disability Insurance, Long-term Care, Annuities, Medicare, Dental, Term Life Insurance, Employee Benefits, Fixed Annuities, Dentistry, Budgets, Sales, Small Business, Cold Calling, Retirement, Life Insurance, Property & Casualty..., Human Resources, Brokers, Investments, Financial Planners, Retirement Planning, Critical Illness, Health Savings Accounts, Long Term Care Insurance, 401k, Estate Planning, Underwriting, Financial Planning
Education
Amherst College 1972 — 1976
BA cum laude, English, Sociology, Photography, Spanish
Crossland Insurance June 2009 - Present
Crossland Insurance 2009 - Present
BNI 2008 - 2010
Capital Group Benefits October 2008 - June 2009
Rich Insurance Agency September 2003 - October 2008
Morgan Stanley Investment Management 2001 - 2003
Chevy Chase Financial Services 2000 - 2001
Austin / Crossland Insurance Agency 1998 - 2000
Prudential Insurance 1991 - 1998
Western Union 1981 - 1987
Skills
Health Insurance, Insurance, Benefits, Health, Medicare Supplements, Disability Insurance, Long-term Care, Annuities, Medicare, Dental, Term Life Insurance, Employee Benefits, Fixed Annuities, Dentistry, Budgets, Sales, Small Business, Cold Calling, Retirement, Life Insurance, Property & Casualty..., Human Resources, Brokers, Investments, Financial Planners, Retirement Planning, Critical Illness, Health Savings Accounts, Long Term Care Insurance, 401k, Estate Planning, Underwriting, Financial Planning
Education
Amherst College 1972 — 1976
BA cum laude, English, Sociology, Photography, Spanish
Chad R Johnson Chad R Johnson's Morgan Stanley Investment Management Experience March 2015 - Present
Job REGISTERED CLIENT SERVICE ASSOCIATE MORGAN STANLEY
Industry Investment Management
Experience
Morgan Stanley Investment Management March 2015 - Present
Morgan Stanley Wealth Management September 2012 - March 2015
Xerox November 2011 - October 2012
U.S. Army February 2000 - August 2007
Antelope Valley College January 1998 - January 2000
Skills
QuickBooks, Bookkeeping, Access, Accounting, Accounts Receivable, Financial Planning, Financial Advisory, Financial Management, Financial Control, Account Reconciliation, Cost Accounting, Financial Accounting, Microsoft Office, Account Management, Excel, Supervisory Skills, Accounts Payable, Microsoft Excel, Leadership, Data Analysis, Customer Service, Management, Finance, Financial Analysis
Education
University of Phoenix 2011 — 2012
M.S.A., Accounting
University of Phoenix 2009 — 2011
B.S, Business/Accounting 2011
Antelope Valley College 1998 — 2009
A.S, Business/Accounting2009
Quartz Hill High School 1994 — 1998
Diploma, General Studies
Morgan Stanley Investment Management March 2015 - Present
Morgan Stanley Wealth Management September 2012 - March 2015
Xerox November 2011 - October 2012
U.S. Army February 2000 - August 2007
Antelope Valley College January 1998 - January 2000
Skills
QuickBooks, Bookkeeping, Access, Accounting, Accounts Receivable, Financial Planning, Financial Advisory, Financial Management, Financial Control, Account Reconciliation, Cost Accounting, Financial Accounting, Microsoft Office, Account Management, Excel, Supervisory Skills, Accounts Payable, Microsoft Excel, Leadership, Data Analysis, Customer Service, Management, Finance, Financial Analysis
Education
University of Phoenix 2011 — 2012
M.S.A., Accounting
University of Phoenix 2009 — 2011
B.S, Business/Accounting 2011
Antelope Valley College 1998 — 2009
A.S, Business/Accounting2009
Quartz Hill High School 1994 — 1998
Diploma, General Studies
Tuyet-Mai Hoang Tuyet-Mai Hoang's Morgan Stanley Investment Management Experience August 2007 - September 2007
Job PhD student in Educational Psychology at University of Illinois at UrbanaChampaign
Industry Higher Education
Experience
MIT October 2009 - July 2014
Androscoggin's Children Advocacy Center February 2009 - May 2009
Bates College 2005 - 2008
Morgan Stanley Investment Management August 2007 - September 2007
VietAbroader Organization September 2005 - May 2006
Skills
Economics, Research, Fundraising, Management, Entrepreneurship, Statistics, Program Management, Econometrics, Project Management, Microsoft Excel, Community Outreach, Bloomberg, PowerPoint, Access, Finance, Editing, Budgets, Accounting, Social Media
Education
Bates College 2005 — 2009
BA, Economics
UCL 2007 — 2008
Economics
University of Illinois at Urbana-Champaign
Doctor of Philosophy (PhD), Educational Psychology
MIT October 2009 - July 2014
Androscoggin's Children Advocacy Center February 2009 - May 2009
Bates College 2005 - 2008
Morgan Stanley Investment Management August 2007 - September 2007
VietAbroader Organization September 2005 - May 2006
Skills
Economics, Research, Fundraising, Management, Entrepreneurship, Statistics, Program Management, Econometrics, Project Management, Microsoft Excel, Community Outreach, Bloomberg, PowerPoint, Access, Finance, Editing, Budgets, Accounting, Social Media
Education
Bates College 2005 — 2009
BA, Economics
UCL 2007 — 2008
Economics
University of Illinois at Urbana-Champaign
Doctor of Philosophy (PhD), Educational Psychology
Elizabeth Kale's Morgan Stanley Investment Management Experience 2011 - 2013
Job Executive Director, Institutional Sales and Relationship Management
Industry Investment Management
Experience
Morgan Stanley Investment Management 2011 - 2013
General Motors Asset Management June 2007 - January 2011
Goldman Sachs Asset Management June 2004 - November 2006
Skills
Equities, Fund Of Funds, Investments, Asset Managment, Alternative Investments, Fixed Income, Asset Management, Commodity, Private Equity, Strategy, Portfolio Management, Series 7, Mutual Funds, Investment Management, Securities, Derivatives, Asset Allocation, Investment Strategies, Bloomberg, Hedge Funds
Education
Boston College
BA, Economics
Morgan Stanley Investment Management 2011 - 2013
General Motors Asset Management June 2007 - January 2011
Goldman Sachs Asset Management June 2004 - November 2006
Skills
Equities, Fund Of Funds, Investments, Asset Managment, Alternative Investments, Fixed Income, Asset Management, Commodity, Private Equity, Strategy, Portfolio Management, Series 7, Mutual Funds, Investment Management, Securities, Derivatives, Asset Allocation, Investment Strategies, Bloomberg, Hedge Funds
Education
Boston College
BA, Economics
Stephanie Coles, CPA Stephanie Coles, CPA's Morgan Stanley Investment Management Experience September 2007 - Present
Job Financial Controller at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management September 2007 - Present
Morgan Stanley Investment Management May 2006 - September 2007
Morgan Stanley Investment Management February 1999 - May 2006
Wall Street Access September 1994 - February 1999
sanofi-aventis (Sterling Winthrop, Inc) May 1990 - September 1994
Skills
Financial Forecasting, Variance Analysis, Forecasting, Finance, Financial Services, Accounts Payable, Accounting, Hedge Funds, Budgets, Alternative Investments, Investments, Analysis, Financial Analysis, Asset Management, Financial Statements
Education
Baruch College 1986 — 1991
BBA, Accounting
Morgan Stanley Investment Management September 2007 - Present
Morgan Stanley Investment Management May 2006 - September 2007
Morgan Stanley Investment Management February 1999 - May 2006
Wall Street Access September 1994 - February 1999
sanofi-aventis (Sterling Winthrop, Inc) May 1990 - September 1994
Skills
Financial Forecasting, Variance Analysis, Forecasting, Finance, Financial Services, Accounts Payable, Accounting, Hedge Funds, Budgets, Alternative Investments, Investments, Analysis, Financial Analysis, Asset Management, Financial Statements
Education
Baruch College 1986 — 1991
BBA, Accounting
Trey Armstrong Trey Armstrong's Morgan Stanley Investment Management Experience August 2010 - August 2011
Job Account Manager at Beardwood&Co.
Industry Marketing and Advertising
Experience
Beardwood&Co. April 2014 - Present
GEP Worldwide December 2013 - April 2014
GEP Worldwide December 2012 - December 2013
GEP Worldwide September 2011 - December 2012
Morgan Stanley Investment Management August 2010 - August 2011
Skills
Outsourcing, Strategy, Procurement, Leadership, Management Consulting, Consulting, Business Strategy, Team Management, Strategic Planning, Marketing, Agency Relationship..., Vendor Management, E-commerce, Management, Business Development
Education
New York University 2009 — 2011
BA, Economics, 3.6
Arizona State University, W. P. Carey School of Business 2006 — 2008
Bachelor of Arts (B.A.), Economics, 3.7
Beardwood&Co. April 2014 - Present
GEP Worldwide December 2013 - April 2014
GEP Worldwide December 2012 - December 2013
GEP Worldwide September 2011 - December 2012
Morgan Stanley Investment Management August 2010 - August 2011
Skills
Outsourcing, Strategy, Procurement, Leadership, Management Consulting, Consulting, Business Strategy, Team Management, Strategic Planning, Marketing, Agency Relationship..., Vendor Management, E-commerce, Management, Business Development
Education
New York University 2009 — 2011
BA, Economics, 3.6
Arizona State University, W. P. Carey School of Business 2006 — 2008
Bachelor of Arts (B.A.), Economics, 3.7
Julia Tairova Libby Julia Tairova Libby's Morgan Stanley Investment Management Experience June 2011 - April 2014
Job Relationship Manager Key Accounts at Credit Suisse Asset Management
Industry Investment Management
Experience
Credit Suisse April 2014 - Present
Morgan Stanley Investment Management June 2011 - April 2014
Bank of America November 2009 - May 2011
Bank of America December 2008 - November 2009
The Vanguard Group, Institutional Investor Group June 2006 - July 2008
Skills
Financial Modeling, Investments, Portfolio Management, Fixed Income, Bloomberg, Hedge Funds, Securities, Banking, Credit, Asset Allocation, Analysis, Series 7, Series 63, Mutual Funds, Due Diligence, Valuation, Trading, Investment Management, Alternative Investments, Asset Management, Corporate Finance, Private Equity, Equity Research, Derivatives, Equities, Investment Banking, Capital Markets
Education
Arizona State University - W. P. Carey School of Business 2006 — 2008
MBA, Finance
Cornell University 2001 — 2005
Bachelor of Science, Hospitality Management/Business
United Nations International School 1991 — 2001
High School
Credit Suisse April 2014 - Present
Morgan Stanley Investment Management June 2011 - April 2014
Bank of America November 2009 - May 2011
Bank of America December 2008 - November 2009
The Vanguard Group, Institutional Investor Group June 2006 - July 2008
Skills
Financial Modeling, Investments, Portfolio Management, Fixed Income, Bloomberg, Hedge Funds, Securities, Banking, Credit, Asset Allocation, Analysis, Series 7, Series 63, Mutual Funds, Due Diligence, Valuation, Trading, Investment Management, Alternative Investments, Asset Management, Corporate Finance, Private Equity, Equity Research, Derivatives, Equities, Investment Banking, Capital Markets
Education
Arizona State University - W. P. Carey School of Business 2006 — 2008
MBA, Finance
Cornell University 2001 — 2005
Bachelor of Science, Hospitality Management/Business
United Nations International School 1991 — 2001
High School
Abel Frecska Abel Frecska's Morgan Stanley Investment Management Experience January 2008 - Present
Job Vice President at Morgan Stanley | Executive MBA Candidate at The Wharton School | Relationship Management, Strategy
Industry Investment Management
Experience
Morgan Stanley Investment Management January 2008 - Present
American Airlines October 2006 - October 2007
Hungarian News Television (hirTV) May 2006 - September 2006
Hungarian Atomic Energy Agency June 2001 - July 2001
Skills
Asset Management, Relationship Development, External Relationships, Vendor Management, Vendor Relations, Commission Aggregation, Commission Sharing..., Data Analysis, Access, SAS/SQL, Excel, VBA, Strategy Development, Revenue Management, Aviation, Strategy, Process Improvement, Program Management, Analysis, Finance, Management, Revenue Analysis, Financial Modeling, Equities, Financial Analysis, Capital Markets, Investments, SAS Programming, Business Strategy
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Finance
Corvinus University of Budapest 2000 — 2005
Master of Arts (MA), Internatonal Relations, Major in Diplomacy
Universitas Sebelas Maret 2005 — 2006
non-degree, Indonesian Language and Culture
Morgan Stanley Investment Management January 2008 - Present
American Airlines October 2006 - October 2007
Hungarian News Television (hirTV) May 2006 - September 2006
Hungarian Atomic Energy Agency June 2001 - July 2001
Skills
Asset Management, Relationship Development, External Relationships, Vendor Management, Vendor Relations, Commission Aggregation, Commission Sharing..., Data Analysis, Access, SAS/SQL, Excel, VBA, Strategy Development, Revenue Management, Aviation, Strategy, Process Improvement, Program Management, Analysis, Finance, Management, Revenue Analysis, Financial Modeling, Equities, Financial Analysis, Capital Markets, Investments, SAS Programming, Business Strategy
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (MBA), Finance
Corvinus University of Budapest 2000 — 2005
Master of Arts (MA), Internatonal Relations, Major in Diplomacy
Universitas Sebelas Maret 2005 — 2006
non-degree, Indonesian Language and Culture
Lijo Mathews Lijo Mathews's Morgan Stanley Investment Management Experience March 2014 - Present
Job Consultant The Capital Markets Company (Capco)
Industry Financial Services
Experience
Morgan Stanley Investment Management March 2014 - Present
Capco Technologies Pvt Ltd December 2010 - Present
Citigroup August 2008 - December 2010
HCL Technologies January 2007 - December 2010
End To End Marketing Solutions Pvt Ltd January 2006 - January 2007
Group 3 Securities Pvt Ltd September 2004 - January 2006
Skills
Calypso, Autosys, Unix, Control-M, JIRA, Oracle, Capital Markets, Murex, Manual Testing, HP Quality Centre, Middle Office, Front Office, Sybase ASE, Business Analysis, Technical Analysis, Derivatives, Equity Trading, Bonds, Regression Testing, Test Cases, Credit Risk, Data Marts, Sybase, Quality Assurance, SQL, Unix Shell Scripting, Java, Spring, Trading Systems, Ant, Web Services, Pre-sales, Quality Center, Java Enterprise Edition, XML, Databases, Credit Derivatives, Interest Rate..., SDLC, User Acceptance Testing
Education
Bangalore University 2001 — 2004
MCA, Computer Science
Mahatma Gandhi University 1998 — 2001
BSc, Physics
Morgan Stanley Investment Management March 2014 - Present
Capco Technologies Pvt Ltd December 2010 - Present
Citigroup August 2008 - December 2010
HCL Technologies January 2007 - December 2010
End To End Marketing Solutions Pvt Ltd January 2006 - January 2007
Group 3 Securities Pvt Ltd September 2004 - January 2006
Skills
Calypso, Autosys, Unix, Control-M, JIRA, Oracle, Capital Markets, Murex, Manual Testing, HP Quality Centre, Middle Office, Front Office, Sybase ASE, Business Analysis, Technical Analysis, Derivatives, Equity Trading, Bonds, Regression Testing, Test Cases, Credit Risk, Data Marts, Sybase, Quality Assurance, SQL, Unix Shell Scripting, Java, Spring, Trading Systems, Ant, Web Services, Pre-sales, Quality Center, Java Enterprise Edition, XML, Databases, Credit Derivatives, Interest Rate..., SDLC, User Acceptance Testing
Education
Bangalore University 2001 — 2004
MCA, Computer Science
Mahatma Gandhi University 1998 — 2001
BSc, Physics
Sami Aziz, CFE Sami Aziz, CFE's Morgan Stanley Investment Management Experience 2004 - 2005
Job Compliance Examiner at US Securities and Exchange Commission
Industry Government Administration
Experience
US Securities and Exchange Commission 2012 - Present
Florida Office of Financial Regulation March 2007 - December 2012
Washington Mutual Financial Services 2005 - 2007
Morgan Stanley Investment Management 2004 - 2005
Skills
Certified Fraud Examiner, Financial Analysis, Financial Modeling, Financial Planning, Banking, Investments, Financial Management, Investment Banking, Risk Management, Business Planning, Portfolio Management, Analysis, Asset Management, Compliance, Negotiation
Education
American Intercontinental University 2001 — 2003
MBA, Finance
American University - Kogod School of Business 1981 — 1985
BSBA, Finance/International Business
American University 1981 — 1984
Certificate of Expertise, European Integration
PSS
US Securities and Exchange Commission 2012 - Present
Florida Office of Financial Regulation March 2007 - December 2012
Washington Mutual Financial Services 2005 - 2007
Morgan Stanley Investment Management 2004 - 2005
Skills
Certified Fraud Examiner, Financial Analysis, Financial Modeling, Financial Planning, Banking, Investments, Financial Management, Investment Banking, Risk Management, Business Planning, Portfolio Management, Analysis, Asset Management, Compliance, Negotiation
Education
American Intercontinental University 2001 — 2003
MBA, Finance
American University - Kogod School of Business 1981 — 1985
BSBA, Finance/International Business
American University 1981 — 1984
Certificate of Expertise, European Integration
PSS
Joli Richards Joli Richards's Morgan Stanley Investment Management Experience 2011 - 2012
Job Vice President, Account Manager, PCM Client Management
Industry Financial Services
Experience
HSBC 2014 - Present
Capital One 2013 - October 2014
Morgan Stanley Investment Management 2011 - 2012
Morgan Stanley 2010 - 2011
Morgan Stanley 2007 - 2010
SMBC Capital Markets May 2006 - November 2006
Skills
Excel, Bloomberg, Fixed Income Products, Financial Analysis, Cross-functional Team..., Banking Relationships, Business Process..., Cash Management, Fixed Income, Microsoft Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2007
BBA, Finance & Economics
HSBC 2014 - Present
Capital One 2013 - October 2014
Morgan Stanley Investment Management 2011 - 2012
Morgan Stanley 2010 - 2011
Morgan Stanley 2007 - 2010
SMBC Capital Markets May 2006 - November 2006
Skills
Excel, Bloomberg, Fixed Income Products, Financial Analysis, Cross-functional Team..., Banking Relationships, Business Process..., Cash Management, Fixed Income, Microsoft Excel
Education
City University of New York-Baruch College - Zicklin School of Business 2004 — 2007
BBA, Finance & Economics
Kathy O'Connor Kathy O'Connor's Morgan Stanley Investment Management Experience 2006 - 2008
Job President at KJ Capital Management LLC
Industry Investment Management
Experience
New York Society of Security Analysts 2011 - Present
KJ Capital Management LLC June 2008 - Present
Morgan Stanley Investment Management 2006 - 2008
NYLIM, Inc. 2000 - 2006
New York Life Investment Management 2000 - 2006
Skills
Alternative Investments, Asset Management, Investment Management, Investments, Equities, Portfolio Management, Hedge Funds, Fixed Income, Investment Strategies, Asset Allocation, Mutual Funds, Financial Modeling, Valuation, Securities, Management, Private Equity, Bloomberg, Equity Research, Financial Analysis, Investment Advisory
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
University of Massachusetts Dartmouth
B.A., Business Administration and Languages
New York Society of Security Analysts 2011 - Present
KJ Capital Management LLC June 2008 - Present
Morgan Stanley Investment Management 2006 - 2008
NYLIM, Inc. 2000 - 2006
New York Life Investment Management 2000 - 2006
Skills
Alternative Investments, Asset Management, Investment Management, Investments, Equities, Portfolio Management, Hedge Funds, Fixed Income, Investment Strategies, Asset Allocation, Mutual Funds, Financial Modeling, Valuation, Securities, Management, Private Equity, Bloomberg, Equity Research, Financial Analysis, Investment Advisory
Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Finance
University of Massachusetts Dartmouth
B.A., Business Administration and Languages
Ella Shteynberg Ella Shteynberg's Morgan Stanley Investment Management Experience 2004 - 2005
Job Sr Art Director, Experienced and Available
Industry Marketing and Advertising
Experience
Harrison and Star 2015 - 2015
Heartbeat Ideas 2014 - 2014
Saatchi & Saatchi Wellness 2014 - 2014
Harrison and Star 2013 - 2014
The CDM Group 2008 - 2011
Cline, Davis and Mann (CDM) 2006 - 2008
Morgan Stanley Investment Management 2004 - 2005
Kingsborough Community College 2001 - 2004
Clearview Cinemas/ City Cinemas 1995 - 2001
Skills
Advertising, User Experience, Interactive Advertising, Creative Direction, Creative Strategy, Art Direction, Concept Development, Integrated Marketing, Digital Strategy, Typography, Corporate Identity, Brand Development, Digital Marketing, Image Manipulation, Packaging, Interactive Marketing, Logo Design, User Interface Design, Illustrator, Digital Media, InDesign, Branding & Identity, Copywriting, Graphics, Interaction Design, Direct Mail, Web Design, QuarkXPress, Graphic Design, Adobe Creative Suite, Corporate Branding, Brochures, Art, Marketing Communications, Pre-press, Outdoor Advertising, Email Marketing, Layout, Online Advertising, Photoshop, Direct Marketing
Education
School of Visual Arts 2001 — 2004
Bachelor of Fine Arts, Honors, Advertising and Design
Kingsborough Community College 1999 — 2001
Associate of Arts (A.A.), Honors, Graphic Design
Art Student League 2001 — 2006
Continuing Education Classes, Life Drawing
Pratt Institute 1994 — 1995
Painting
The Cooper Union for the Advancement of Science and Art 1994 — 1994
Senior Students Winter Program, Painting
V.V.Stasov Academy of Music, No 36 1983 — 1989
Graduate Diploma of Honors, Classical Piano
Gnesiny Academy of Music 1982 — 1983
Classical Piano
Harrison and Star 2015 - 2015
Heartbeat Ideas 2014 - 2014
Saatchi & Saatchi Wellness 2014 - 2014
Harrison and Star 2013 - 2014
The CDM Group 2008 - 2011
Cline, Davis and Mann (CDM) 2006 - 2008
Morgan Stanley Investment Management 2004 - 2005
Kingsborough Community College 2001 - 2004
Clearview Cinemas/ City Cinemas 1995 - 2001
Skills
Advertising, User Experience, Interactive Advertising, Creative Direction, Creative Strategy, Art Direction, Concept Development, Integrated Marketing, Digital Strategy, Typography, Corporate Identity, Brand Development, Digital Marketing, Image Manipulation, Packaging, Interactive Marketing, Logo Design, User Interface Design, Illustrator, Digital Media, InDesign, Branding & Identity, Copywriting, Graphics, Interaction Design, Direct Mail, Web Design, QuarkXPress, Graphic Design, Adobe Creative Suite, Corporate Branding, Brochures, Art, Marketing Communications, Pre-press, Outdoor Advertising, Email Marketing, Layout, Online Advertising, Photoshop, Direct Marketing
Education
School of Visual Arts 2001 — 2004
Bachelor of Fine Arts, Honors, Advertising and Design
Kingsborough Community College 1999 — 2001
Associate of Arts (A.A.), Honors, Graphic Design
Art Student League 2001 — 2006
Continuing Education Classes, Life Drawing
Pratt Institute 1994 — 1995
Painting
The Cooper Union for the Advancement of Science and Art 1994 — 1994
Senior Students Winter Program, Painting
V.V.Stasov Academy of Music, No 36 1983 — 1989
Graduate Diploma of Honors, Classical Piano
Gnesiny Academy of Music 1982 — 1983
Classical Piano
Rachelle Abrams Rachelle Abrams's Morgan Stanley Investment Management Experience July 2013 - December 2013
Job Student
Industry Financial Services
Experience
JP Morgan and Chase (Robert Half July 2015 - September 2015
Signature Bank (ICS) December 2014 - March 2015
FEGS (Bond Street Group) September 2014 - December 2014
American Federation of Musicians Local 47 May 2014 - June 2014
Morgan Stanley Investment Management July 2013 - December 2013
Treehaus January 2013 - December 2013
Education
City University of New York-John Jay College of Criminal Justice 2014 — 2016
Bachelor’s Degree, Economics & Forensic Financial Analysis
Borough of Manhattan Community College 2010 — 2013
Associate's Degree, Criminal Justice/Police Science
JP Morgan and Chase (Robert Half July 2015 - September 2015
Signature Bank (ICS) December 2014 - March 2015
FEGS (Bond Street Group) September 2014 - December 2014
American Federation of Musicians Local 47 May 2014 - June 2014
Morgan Stanley Investment Management July 2013 - December 2013
Treehaus January 2013 - December 2013
Education
City University of New York-John Jay College of Criminal Justice 2014 — 2016
Bachelor’s Degree, Economics & Forensic Financial Analysis
Borough of Manhattan Community College 2010 — 2013
Associate's Degree, Criminal Justice/Police Science
Chris Evans's Morgan Stanley Investment Management Experience June 2014 - Present
Job Analyst at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management June 2014 - Present
Bentley Investment Group April 2013 - April 2014
Hughey Center for Financial Services April 2012 - October 2013
Morgan Stanley Investment Management May 2013 - August 2013
Consilium Partners September 2011 - June 2012
Skills
Bloomberg, Crystal Ball, Morningstar, Capital IQ, Factset, Excel, PowerPoint, Valuation, Financial Markets, Microsoft Word, Financial Modeling, Microsoft Excel, Microsoft Office, Investments, Financial Analysis, Finance
Education
Bentley University 2010 — 2014
Bachelor of Science, Finance and Liberal Studies; Concentration in Global Perspectives
London School of Economics 2012 — 2012
Pinkerton Academy 2006 — 2010
Morgan Stanley Investment Management June 2014 - Present
Bentley Investment Group April 2013 - April 2014
Hughey Center for Financial Services April 2012 - October 2013
Morgan Stanley Investment Management May 2013 - August 2013
Consilium Partners September 2011 - June 2012
Skills
Bloomberg, Crystal Ball, Morningstar, Capital IQ, Factset, Excel, PowerPoint, Valuation, Financial Markets, Microsoft Word, Financial Modeling, Microsoft Excel, Microsoft Office, Investments, Financial Analysis, Finance
Education
Bentley University 2010 — 2014
Bachelor of Science, Finance and Liberal Studies; Concentration in Global Perspectives
London School of Economics 2012 — 2012
Pinkerton Academy 2006 — 2010
Stanley Millard Stanley Millard's Morgan Stanley Investment Management Experience July 1981 - December 1984
Job Independent Investment Management Professional
Industry Investment Management
Experience
Baird, Patrick & Co., Inc. March 1998 - July 2000
Donaldson, Lufkin & Jenrette January 1989 - November 1997
Dillon Read Capital Management January 1985 - May 1989
Morgan Stanley Investment Management July 1981 - December 1984
Morgan Stanley June 1977 - July 1981
The Ford Foundation January 1971 - June 1977
Bache January 1969 - January 1971
Bache & Co. 1969 - 1971
Skills
Investments, Portfolio Management, Equities, Equity Trading, Fixed Income, Convertible Securities, Investment Strategies
Education
Fairleigh Dickinson University 1966 — 1969
BA, Economics
Allegheny College 1961 — 1962
Economics
Baird, Patrick & Co., Inc. March 1998 - July 2000
Donaldson, Lufkin & Jenrette January 1989 - November 1997
Dillon Read Capital Management January 1985 - May 1989
Morgan Stanley Investment Management July 1981 - December 1984
Morgan Stanley June 1977 - July 1981
The Ford Foundation January 1971 - June 1977
Bache January 1969 - January 1971
Bache & Co. 1969 - 1971
Skills
Investments, Portfolio Management, Equities, Equity Trading, Fixed Income, Convertible Securities, Investment Strategies
Education
Fairleigh Dickinson University 1966 — 1969
BA, Economics
Allegheny College 1961 — 1962
Economics
Pete Seeley Pete Seeley's Morgan Stanley Investment Management Experience June 2005 - June 2010
Job PeteSeeley.com
Industry Investment Management
Experience
home offices June 2010 - Present
Morgan Stanley Investment Management June 2005 - June 2010
Morgan Stanley Invesment Management December 1999 - June 2005
Morgan Stanley Investment Management July 1992 - December 1999
Nikko Capital Management August 1992 - June 1994
Schroder Capital Management August 1979 - January 1992
Binghamton University - School of Management September 1975 - June 1977
Skills
Fund Of Funds, Commodities, Investment Strategies, Fixed Income, Equities, Bonds, Portfolio Management, Hedge Funds, Emerging Markets, Risk Management, Private Equity, Asset Allocation, Investments, Financial Services, Investment Management, Asset Managment
Education
Carnegie Mellon University - Tepper School of Business 1977 — 1979
M.S., Economics
Binghamton University - School of Management 1975 — 1977
M.B.A., Quantitative Analysis
Binghamton University - School of Management 1967 — 1971
B.S., Business
home offices June 2010 - Present
Morgan Stanley Investment Management June 2005 - June 2010
Morgan Stanley Invesment Management December 1999 - June 2005
Morgan Stanley Investment Management July 1992 - December 1999
Nikko Capital Management August 1992 - June 1994
Schroder Capital Management August 1979 - January 1992
Binghamton University - School of Management September 1975 - June 1977
Skills
Fund Of Funds, Commodities, Investment Strategies, Fixed Income, Equities, Bonds, Portfolio Management, Hedge Funds, Emerging Markets, Risk Management, Private Equity, Asset Allocation, Investments, Financial Services, Investment Management, Asset Managment
Education
Carnegie Mellon University - Tepper School of Business 1977 — 1979
M.S., Economics
Binghamton University - School of Management 1975 — 1977
M.B.A., Quantitative Analysis
Binghamton University - School of Management 1967 — 1971
B.S., Business
Jill Ytuarte Jill Ytuarte's Morgan Stanley Investment Management Experience August 2011 - Present
Job Executive Director Investment Management Sales
Industry Investment Management
Experience
Morgan Stanley Investment Management August 2011 - Present
Morgan Stanley Investment Management August 2010 - August 2011
Morgan Stanley Investment Management December 2008 - August 2010
Morgan Stanley Investment Management June 2008 - December 2008
Morgan Stanley Investment Management July 2007 - May 2008
Morgan Stanley Investment Management November 2005 - July 2007
Morgan Stanley Investment Management June 2004 - November 2005
kasina May 2002 - June 2004
AllianceBernstein January 1998 - April 2002
Skills
Investment Management, Marketing, Lead Generation, Project Management, Sales, Business Planning, Asset Managment, Hedge Funds, Equities, Mutual Funds, Investments, Alternative Investments, Emerging Markets, Fixed Income, Series 7, Institutional Investors, Asset Management, Institutional..., Investment Strategies, Strategy
Education
Columbia University - Columbia Business School 2010 — 2011
MBA
Adelphi University 1994 — 1997
BA, English
University of Oxford 1996 — 1996
English Literature
Morgan Stanley Investment Management August 2011 - Present
Morgan Stanley Investment Management August 2010 - August 2011
Morgan Stanley Investment Management December 2008 - August 2010
Morgan Stanley Investment Management June 2008 - December 2008
Morgan Stanley Investment Management July 2007 - May 2008
Morgan Stanley Investment Management November 2005 - July 2007
Morgan Stanley Investment Management June 2004 - November 2005
kasina May 2002 - June 2004
AllianceBernstein January 1998 - April 2002
Skills
Investment Management, Marketing, Lead Generation, Project Management, Sales, Business Planning, Asset Managment, Hedge Funds, Equities, Mutual Funds, Investments, Alternative Investments, Emerging Markets, Fixed Income, Series 7, Institutional Investors, Asset Management, Institutional..., Investment Strategies, Strategy
Education
Columbia University - Columbia Business School 2010 — 2011
MBA
Adelphi University 1994 — 1997
BA, English
University of Oxford 1996 — 1996
English Literature
Eric Weisser, CAPM Eric Weisser, CAPM's Morgan Stanley Investment Management Experience 2004 - 2006
Job
Industry Information Technology and Services
Experience
UBS April 2013 - Present
EMC January 2011 - April 2013
Pershing July 2010 - January 2011
Fidelity Investments 2007 - 2010
Morgan Stanley Investment Management 2004 - 2006
UBS Wealth Management 2000 - 2004
PaineWebber 1995 - 2000
Kidder Peabody 1992 - 1995
Atalanta/Sosnoff Capital Corporation 1986 - 1992
Skills
Product Management, Program Management, Investments, Management, Product Development, Asset Managment, Securities, Wealth Management, Mutual Funds, Financial Services
Education
City University of New York-Baruch College - Zicklin School of Business 1987 — 1990
MBA
City University of New York-Baruch College - Zicklin School of Business 1983 — 1986
BBA
New York University - Polytechnic School of Engineering 1980 — 1982
Stuyvesant HS 1977 — 1980
UBS April 2013 - Present
EMC January 2011 - April 2013
Pershing July 2010 - January 2011
Fidelity Investments 2007 - 2010
Morgan Stanley Investment Management 2004 - 2006
UBS Wealth Management 2000 - 2004
PaineWebber 1995 - 2000
Kidder Peabody 1992 - 1995
Atalanta/Sosnoff Capital Corporation 1986 - 1992
Skills
Product Management, Program Management, Investments, Management, Product Development, Asset Managment, Securities, Wealth Management, Mutual Funds, Financial Services
Education
City University of New York-Baruch College - Zicklin School of Business 1987 — 1990
MBA
City University of New York-Baruch College - Zicklin School of Business 1983 — 1986
BBA
New York University - Polytechnic School of Engineering 1980 — 1982
Stuyvesant HS 1977 — 1980
Rajan Mehta Rajan Mehta's Morgan Stanley Investment Management Experience 2004 - 2004
Job Experienced Senior Associate, Financial Analyst, Reporting, Operations and Control
Industry Financial Services
Experience
Moët Hennessy 2014 - 2015
State Street 2012 - 2014
BlackRock 2010 - 2012
NYSE Euronext 2008 - 2009
AIG Capital Partners 2005 - 2007
Archeus Capital Management 2004 - 2005
Morgan Stanley Investment Management 2004 - 2004
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Portfolio Management, Financial Reporting, Accounting, Capital Markets, Finance, Financial Services, Hedge Funds, Derivatives, Due Diligence, Investment Banking, Fixed Income, Private Equity
Education
City University of New York-Baruch College 2005 — 2005
Class, Statistics
Pace University 2001 — 2001
Class, Business Law and Taxation
University of Mumbai 1993 — 1995
Masters, Business Management
Jai Hind College - University of Bombay 1989 — 1993
Bachelor, Business (Financial Accounting and Auditing)
Apple Industries Ltd 1992 — 1992
Diploma, Computer Programming and Application
Moët Hennessy 2014 - 2015
State Street 2012 - 2014
BlackRock 2010 - 2012
NYSE Euronext 2008 - 2009
AIG Capital Partners 2005 - 2007
Archeus Capital Management 2004 - 2005
Morgan Stanley Investment Management 2004 - 2004
Skills
Financial Modeling, Bloomberg, Valuation, Financial Analysis, Portfolio Management, Financial Reporting, Accounting, Capital Markets, Finance, Financial Services, Hedge Funds, Derivatives, Due Diligence, Investment Banking, Fixed Income, Private Equity
Education
City University of New York-Baruch College 2005 — 2005
Class, Statistics
Pace University 2001 — 2001
Class, Business Law and Taxation
University of Mumbai 1993 — 1995
Masters, Business Management
Jai Hind College - University of Bombay 1989 — 1993
Bachelor, Business (Financial Accounting and Auditing)
Apple Industries Ltd 1992 — 1992
Diploma, Computer Programming and Application
Farhat Suvhanov Farhat Suvhanov's Morgan Stanley Investment Management Experience June 2015 - August 2015
Job Summer Intern at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management June 2015 - August 2015
Moody's Analytics June 2014 - January 2015
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Valuation, Structured Finance
Education
Columbia University in the City of New York 2014 — 2017
BA, Financial Economics
City University of New York-Baruch College 2013 — 2014
BBA, Finance and Investment
Morgan Stanley Investment Management June 2015 - August 2015
Moody's Analytics June 2014 - January 2015
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Valuation, Structured Finance
Education
Columbia University in the City of New York 2014 — 2017
BA, Financial Economics
City University of New York-Baruch College 2013 — 2014
BBA, Finance and Investment
Lisa Janke's Morgan Stanley Investment Management Experience 2002 - 2004
Job President
Industry Accounting
Experience
EY 2010 - 2015
HSBC 2008 - 2009
Merrill Lynch 2007 - 2008
ConvergEx 2006 - 2007
Julius Baer 2004 - 2006
Morgan Stanley Investment Management 2002 - 2004
Citigroup 1997 - 2002
Skills
Derivatives, Equities, Financial Reporting, Sarbanes-Oxley Act, Accounting, Finance, Analysis, Managerial Finance, Financial Accounting, Portfolio Management, Account Reconciliation, Cash Management, Internal Audit, Banking, Forecasting, Securities, Auditing, Financial Risk, Financial Services, Management
Education
Bloomsburg University of Pennsylvania 1993 — 1997
BS in BA, Accounting
EY 2010 - 2015
HSBC 2008 - 2009
Merrill Lynch 2007 - 2008
ConvergEx 2006 - 2007
Julius Baer 2004 - 2006
Morgan Stanley Investment Management 2002 - 2004
Citigroup 1997 - 2002
Skills
Derivatives, Equities, Financial Reporting, Sarbanes-Oxley Act, Accounting, Finance, Analysis, Managerial Finance, Financial Accounting, Portfolio Management, Account Reconciliation, Cash Management, Internal Audit, Banking, Forecasting, Securities, Auditing, Financial Risk, Financial Services, Management
Education
Bloomsburg University of Pennsylvania 1993 — 1997
BS in BA, Accounting
Sharman Charles Sharman Charles's Morgan Stanley Investment Management Experience June 2006 - November 2007
Job Private Equity Accountant at Citco Fund Services
Industry Accounting
Experience
Citco Fund Services December 2012 - Present
Citco Fund Services December 2009 - December 2012
Citco Fund Services December 2007 - December 2009
Morgan Stanley Investment Management June 2006 - November 2007
Skills
Fund Accounting, Hedge Funds, Fund Administration, Alternative Investments, Financial Reporting, Equities, Accounting, Account Reconciliation, Private Equity, Bonds, Derivatives, Mutual Funds, Back Office
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
BA, Accounting
Bernard M. Baruch College / CUNY
Bachelor of Business Administration, Accounting
Citco Fund Services December 2012 - Present
Citco Fund Services December 2009 - December 2012
Citco Fund Services December 2007 - December 2009
Morgan Stanley Investment Management June 2006 - November 2007
Skills
Fund Accounting, Hedge Funds, Fund Administration, Alternative Investments, Financial Reporting, Equities, Accounting, Account Reconciliation, Private Equity, Bonds, Derivatives, Mutual Funds, Back Office
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
BA, Accounting
Bernard M. Baruch College / CUNY
Bachelor of Business Administration, Accounting
David Dineen, CFA's Morgan Stanley Investment Management Experience 1995 - 2005
Job Senior Portfolio Manager and Team Leader, International Equities
Industry Financial Services
Experience
Pinnacle Associates May 2006 - Present
Seton Hall University- Stillman School of Business September 2008 - March 2009
Morgan Stanley Investment Management 1995 - 2005
Morgan Stanley Investment Management fka Dean Witter InterCapital November 1991 - July 1995
Morgan Stanley Investment Management fka Dean Witter InterCapital June 1990 - September 1991
Skills
Portfolio Management, Security Analysis, Equity Research, Asset Management, Asset Allocation, Industry Research, Risk Analysis, International Equities, Emerging Markets, Team Management, Valuation, New Business Development, ESG, Investments, Investment Management, Asset Managment, Equities, Equity Valuation, Finance, Mutual Funds, Bloomberg, Financial Analysis, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
M.B.A, Dual Major: Finance and International Business
Binghamton University - School of Management 1986 — 1990
B.S, Management; Finance and Marketing
Chaminade High School 1982 — 1986
Diploma with Honors
Pinnacle Associates May 2006 - Present
Seton Hall University- Stillman School of Business September 2008 - March 2009
Morgan Stanley Investment Management 1995 - 2005
Morgan Stanley Investment Management fka Dean Witter InterCapital November 1991 - July 1995
Morgan Stanley Investment Management fka Dean Witter InterCapital June 1990 - September 1991
Skills
Portfolio Management, Security Analysis, Equity Research, Asset Management, Asset Allocation, Industry Research, Risk Analysis, International Equities, Emerging Markets, Team Management, Valuation, New Business Development, ESG, Investments, Investment Management, Asset Managment, Equities, Equity Valuation, Finance, Mutual Funds, Bloomberg, Financial Analysis, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1991 — 1995
M.B.A, Dual Major: Finance and International Business
Binghamton University - School of Management 1986 — 1990
B.S, Management; Finance and Marketing
Chaminade High School 1982 — 1986
Diploma with Honors
Clauvens Durace's Morgan Stanley Investment Management Experience October 2007 - June 2008
Job Seeking a position in Taxation
Industry Accounting
Experience
Mitchell & Titus, LLP September 2010 - October 2013
Brooklyn College February 2010 - April 2010
Mitchell & Titus, LLP 2010 - 2010
The Academic Advantage February 2008 - June 2008
Morgan Stanley Investment Management October 2007 - June 2008
Interactive Data June 2007 - August 2007
Skills
Accounting, Auditing, Access, Account Reconciliation, Accounts Payable, Financial Accounting, PowerPoint, Internal Controls, QuickBooks, Payroll, Teamwork, US GAAP, Tax, Assurance, Accounts Receivable, Tax Returns, Accruals, Analysis, Training, Microsoft Word, General Ledger, Tax Preparation, Financial Statements, CPA, Microsoft Excel, Peachtree, Financial Reporting, Microsoft Office, Tax Accounting, Internal Audit, GAAP, Financial Analysis, Sales Tax, Cash Flow, Corporate Tax, Data Entry, External Audit, Portfolio Management, IFRS, Bookkeeping, Financial Audits, Hedge Funds, SEC filings, Partnership Taxation, Investments, Big 4, Income Tax, Sarbanes-Oxley Act, Spreadsheets, Finance
Education
City University of New York-Brooklyn College 2008 — 2010
BS, Accounting (CPA qualifying)
Binghamton University 2005 — 2006
MA, Nursing Healthcare Administration
State University of New York - Binghamton University
Master of Arts, Nursing Healthcare Administration
Binghamton University
Bachelor of Arts, Mathematics
Binghamton University
BA, Mathematics
City University of New York-Brooklyn College
Bachelor of Science, Accounting
Mitchell & Titus, LLP September 2010 - October 2013
Brooklyn College February 2010 - April 2010
Mitchell & Titus, LLP 2010 - 2010
The Academic Advantage February 2008 - June 2008
Morgan Stanley Investment Management October 2007 - June 2008
Interactive Data June 2007 - August 2007
Skills
Accounting, Auditing, Access, Account Reconciliation, Accounts Payable, Financial Accounting, PowerPoint, Internal Controls, QuickBooks, Payroll, Teamwork, US GAAP, Tax, Assurance, Accounts Receivable, Tax Returns, Accruals, Analysis, Training, Microsoft Word, General Ledger, Tax Preparation, Financial Statements, CPA, Microsoft Excel, Peachtree, Financial Reporting, Microsoft Office, Tax Accounting, Internal Audit, GAAP, Financial Analysis, Sales Tax, Cash Flow, Corporate Tax, Data Entry, External Audit, Portfolio Management, IFRS, Bookkeeping, Financial Audits, Hedge Funds, SEC filings, Partnership Taxation, Investments, Big 4, Income Tax, Sarbanes-Oxley Act, Spreadsheets, Finance
Education
City University of New York-Brooklyn College 2008 — 2010
BS, Accounting (CPA qualifying)
Binghamton University 2005 — 2006
MA, Nursing Healthcare Administration
State University of New York - Binghamton University
Master of Arts, Nursing Healthcare Administration
Binghamton University
Bachelor of Arts, Mathematics
Binghamton University
BA, Mathematics
City University of New York-Brooklyn College
Bachelor of Science, Accounting
Arthur Volfovsky's Morgan Stanley Investment Management Experience July 2012 - May 2014
Job Senior Project Manager at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters January 2015 - Present
Morgan Stanley Investment Management July 2012 - May 2014
Citi August 2011 - May 2012
Goldman Sachs March 2011 - July 2011
Thomson Reuters September 2008 - January 2011
Debevoise & Plimpton February 2008 - May 2008
UBS February 2007 - December 2007
Bank of America March 2002 - December 2006
Merrill Lynch September 2001 - February 2002
ABN AMRO Bank N.V. December 2000 - September 2001
Skills
Project Management, Program Management, IT Infrastructure..., Network Administration, Windows 7, Business Analysis, ITIL, Change Management, Risk Management, Fishing, Management, PMO, Microsoft SQL Server, PMP, Six Sigma, Market Data, Full SDLC, Cross-functional Team..., SQL, Offshore Management, Team Management, Project Planning, Disaster Recovery, Business Continuity, IT Management, Integration, Networking, Requirements Analysis, SDLC, System Administration, Windows Server
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
Master’s Degree, Information Technology Project Management
City University of New York-Hunter College 1996 — 2002
Bachelor's Degree, Economics / Computer Science
Thomson Reuters January 2015 - Present
Morgan Stanley Investment Management July 2012 - May 2014
Citi August 2011 - May 2012
Goldman Sachs March 2011 - July 2011
Thomson Reuters September 2008 - January 2011
Debevoise & Plimpton February 2008 - May 2008
UBS February 2007 - December 2007
Bank of America March 2002 - December 2006
Merrill Lynch September 2001 - February 2002
ABN AMRO Bank N.V. December 2000 - September 2001
Skills
Project Management, Program Management, IT Infrastructure..., Network Administration, Windows 7, Business Analysis, ITIL, Change Management, Risk Management, Fishing, Management, PMO, Microsoft SQL Server, PMP, Six Sigma, Market Data, Full SDLC, Cross-functional Team..., SQL, Offshore Management, Team Management, Project Planning, Disaster Recovery, Business Continuity, IT Management, Integration, Networking, Requirements Analysis, SDLC, System Administration, Windows Server
Education
Baruch College, City University of New York (CUNY) 2002 — 2005
Master’s Degree, Information Technology Project Management
City University of New York-Hunter College 1996 — 2002
Bachelor's Degree, Economics / Computer Science
Ali Akaydin's Morgan Stanley Investment Management Experience March 2013 - Present
Job Business Analyst/ Project Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley Investment Management March 2013 - Present
FDM Group January 2012 - Present
UBS Wealth Management April 2012 - January 2013
Research Foundation, CUNY, August 2010 - October 2010
National Federation of Community Development Credit Unions October 2008 - November 2009
Fitch Ratings June 2005 - August 2005
Skills
SQL, HTML, PowerPoint, Windows 7, Unix, Dreamweaver, Outlook, Microsoft Office, XP, Access, VBA, Visual Basic, Microsoft Excel, SharePoint, Windows, Wordpress, Business Analysis, Microsoft Word, MS Project, Visio, Adobe Acrobat, Databases, Management, SDLC, Microsoft SQL Server, Oracle, Programming, Data Analysis, UML, Requirements Analysis, ITIL, Unix Shell Scripting, Project Management, IT Service Management, IT Management, Risk Management, ITIL Certified, Troubleshooting, Networking, User Acceptance Testing, PMO, Information Technology, System Administration, Software Project..., Integration, Testing, Analysis, Linux, Finance, Citrix
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Computer Information Systems
Morgan Stanley Investment Management March 2013 - Present
FDM Group January 2012 - Present
UBS Wealth Management April 2012 - January 2013
Research Foundation, CUNY, August 2010 - October 2010
National Federation of Community Development Credit Unions October 2008 - November 2009
Fitch Ratings June 2005 - August 2005
Skills
SQL, HTML, PowerPoint, Windows 7, Unix, Dreamweaver, Outlook, Microsoft Office, XP, Access, VBA, Visual Basic, Microsoft Excel, SharePoint, Windows, Wordpress, Business Analysis, Microsoft Word, MS Project, Visio, Adobe Acrobat, Databases, Management, SDLC, Microsoft SQL Server, Oracle, Programming, Data Analysis, UML, Requirements Analysis, ITIL, Unix Shell Scripting, Project Management, IT Service Management, IT Management, Risk Management, ITIL Certified, Troubleshooting, Networking, User Acceptance Testing, PMO, Information Technology, System Administration, Software Project..., Integration, Testing, Analysis, Linux, Finance, Citrix
Education
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Computer Information Systems
Malgorzata Schneider, CPA Malgorzata Schneider, CPA's Morgan Stanley Investment Management Experience April 2010 - Present
Job Hedge Fund Administration, Account Manager at Morgan Stanley Fund Services
Industry Investment Management
Experience
Morgan Stanley Investment Management April 2010 - Present
Grant Thornton LLP September 2008 - March 2010
Morgan Stanley April 2006 - September 2008
Grant Thornton LLP December 2002 - March 2006
Education
Baruch College 1995 — 1999
Bachelor of Business Administration (BBA), Accounting
Morgan Stanley Investment Management April 2010 - Present
Grant Thornton LLP September 2008 - March 2010
Morgan Stanley April 2006 - September 2008
Grant Thornton LLP December 2002 - March 2006
Education
Baruch College 1995 — 1999
Bachelor of Business Administration (BBA), Accounting
Jason Langadakis Jason Langadakis's Morgan Stanley Investment Management Experience 2013 - Present
Job Vice President at Morgan Stanley Investment Products and Services
Industry Financial Services
Experience
Morgan Stanley Investment Management 2013 - Present
Beeep Network January 2012 - January 2013
Morgan Stanley Smith Barney February 2008 - April 2012
Citi 2004 - 2008
Pershing 1997 - 2002
Liz Claiborne 1987 - 1989
Skills
Portfolio Management, Financial Services, Fixed Income, Wealth Management, SDLC, Equities, Mutual Funds, Trading Systems, Asset Managment, Securities, Risk Management, Asset Allocation, Asset Management, Business Analysis, Capital Markets, Financial Markets, IT Strategy, Management, Relationship Management, Start-ups, Trading, Vendor Management, Wealth
Education
Pace University 1989 — 1993
MBA, Information Systems
Baruch College, City University of New York (CUNY) 1983 — 1986
BBA, Information Systems
filothei
Morgan Stanley Investment Management 2013 - Present
Beeep Network January 2012 - January 2013
Morgan Stanley Smith Barney February 2008 - April 2012
Citi 2004 - 2008
Pershing 1997 - 2002
Liz Claiborne 1987 - 1989
Skills
Portfolio Management, Financial Services, Fixed Income, Wealth Management, SDLC, Equities, Mutual Funds, Trading Systems, Asset Managment, Securities, Risk Management, Asset Allocation, Asset Management, Business Analysis, Capital Markets, Financial Markets, IT Strategy, Management, Relationship Management, Start-ups, Trading, Vendor Management, Wealth
Education
Pace University 1989 — 1993
MBA, Information Systems
Baruch College, City University of New York (CUNY) 1983 — 1986
BBA, Information Systems
filothei
Seshu Kanuri Seshu Kanuri's Morgan Stanley Investment Management Experience January 2004 - December 2005
Job Independent Consultant
Industry Information Technology and Services
Experience
Netweb Group, Inc. January 2014 - Present
IBM - Global Services September 2010 - January 2014
IBM Africa Innovation Center, Johannesburg November 2012 - January 2013
Teradata Corporation January 2006 - September 2010
California State Fund April 2009 - December 2009
Blue Cross and Blue Shield of North Carolina October 2008 - March 2009
Novartis January 2006 - July 2006
Morgan Stanley Investment Management January 2004 - December 2005
Citi Group 2004 - 2005
PayPal January 1999 - December 2000
Skills
Enterprise Architecture, Data Governance, Master Data Management, Data Modeling, Database Management, Data Warehousing, Netezza, Bigdata, Teradata, Hadoop, Data Architecture, Business Intelligence, Semantic Modeling, Data Warehouse..., Data Integration, Business Analysis, Solution Architecture, Requirements Analysis, Databases, Database Design, IT Strategy, Data Quality, Database Admin, Risk Management, Security, Big Data, Agile Project Management, Software Project..., SDLC, Sybase, Oracle, Web Applications, Pre-sales, Relational Databases, Data Marts, Enterprise Software, Agile Methodologies, Informatica, SOA, ETL, Data Migration, Requirements Gathering, Business Objects, Performance Tuning, .NET, Integration, DB2, PL/SQL, Enterprise Data Modeling, Business Analytics
Education
University of Mumbai 1987 — 1989
M.M.M, Marketing, Finance
Andhra University 1974 — 1976
M.S, Science, Biology
Netweb Group, Inc. January 2014 - Present
IBM - Global Services September 2010 - January 2014
IBM Africa Innovation Center, Johannesburg November 2012 - January 2013
Teradata Corporation January 2006 - September 2010
California State Fund April 2009 - December 2009
Blue Cross and Blue Shield of North Carolina October 2008 - March 2009
Novartis January 2006 - July 2006
Morgan Stanley Investment Management January 2004 - December 2005
Citi Group 2004 - 2005
PayPal January 1999 - December 2000
Skills
Enterprise Architecture, Data Governance, Master Data Management, Data Modeling, Database Management, Data Warehousing, Netezza, Bigdata, Teradata, Hadoop, Data Architecture, Business Intelligence, Semantic Modeling, Data Warehouse..., Data Integration, Business Analysis, Solution Architecture, Requirements Analysis, Databases, Database Design, IT Strategy, Data Quality, Database Admin, Risk Management, Security, Big Data, Agile Project Management, Software Project..., SDLC, Sybase, Oracle, Web Applications, Pre-sales, Relational Databases, Data Marts, Enterprise Software, Agile Methodologies, Informatica, SOA, ETL, Data Migration, Requirements Gathering, Business Objects, Performance Tuning, .NET, Integration, DB2, PL/SQL, Enterprise Data Modeling, Business Analytics
Education
University of Mumbai 1987 — 1989
M.M.M, Marketing, Finance
Andhra University 1974 — 1976
M.S, Science, Biology
Jason Norris, CFA Jason Norris, CFA's Morgan Stanley Investment Management Experience May 1998 - June 2001
Job Executive Vice President | Equity Research and Portfolio Management
Industry Investment Management
Experience
Ferguson Wellman Capital Management June 2001 - Present
Morgan Stanley Investment Management May 1998 - June 2001
University of Notre Dame August 1997 - May 1998
Morgan Stanley Investment Management May 1997 - August 1997
Skills
Equities, Investment Strategies, Investments, Management, Portfolio Management, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 1996 — 1998
MBA, Investments and Securities
Boise State University 1990 — 1994
BBA, Economics
Ferguson Wellman Capital Management June 2001 - Present
Morgan Stanley Investment Management May 1998 - June 2001
University of Notre Dame August 1997 - May 1998
Morgan Stanley Investment Management May 1997 - August 1997
Skills
Equities, Investment Strategies, Investments, Management, Portfolio Management, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 1996 — 1998
MBA, Investments and Securities
Boise State University 1990 — 1994
BBA, Economics
Tanya Badrikian Tanya Badrikian's Morgan Stanley Investment Management Experience May 2006 - August 2006
Job Senior Business Analyst at Oracle
Industry Information Technology and Services
Experience
Oracle April 2011 - Present
Raytheon March 2009 - July 2011
Raytheon January 2007 - March 2009
Fidelity Investments September 2006 - November 2006
Morgan Stanley Investment Management May 2006 - August 2006
Skills
Armenian, Financial Analysis, Accounting, Budgeting, Customer Service, Access, Analysis, Auditing, Banking, Budgets, Business Analysis, Business Development, Business Strategy, Data Analysis, Executive Management, Equities, Finance, Financial Modeling, Financial Reporting, Forecasting, Insurance, Leadership, Management, Microsoft Excel, Process Improvement, Program Management, Project Management, Strategic Planning, Strategy, Variance Analysis, Project Planning, Risk Management, SAP, Financial Services
Education
Bentley University 2003 — 2006
BS, Finance and Management
University of Massachusetts at Lowell 2012 — 2015
MBA, MBA
Watertown High School 1999 — 2003
N/a
Women Unlimited
Oracle April 2011 - Present
Raytheon March 2009 - July 2011
Raytheon January 2007 - March 2009
Fidelity Investments September 2006 - November 2006
Morgan Stanley Investment Management May 2006 - August 2006
Skills
Armenian, Financial Analysis, Accounting, Budgeting, Customer Service, Access, Analysis, Auditing, Banking, Budgets, Business Analysis, Business Development, Business Strategy, Data Analysis, Executive Management, Equities, Finance, Financial Modeling, Financial Reporting, Forecasting, Insurance, Leadership, Management, Microsoft Excel, Process Improvement, Program Management, Project Management, Strategic Planning, Strategy, Variance Analysis, Project Planning, Risk Management, SAP, Financial Services
Education
Bentley University 2003 — 2006
BS, Finance and Management
University of Massachusetts at Lowell 2012 — 2015
MBA, MBA
Watertown High School 1999 — 2003
N/a
Women Unlimited
Philip LeNeveu's Morgan Stanley Investment Management Experience January 2015 - May 2015
Job FSR Summer Intern at PwC
Industry Capital Markets
Experience
PwC June 2015 - Present
Morgan Stanley Investment Management January 2015 - May 2015
Bentley University September 2014 - May 2015
Bank of America December 2014 - January 2015
AXA Advisors, LLC dba Financial Compass Group September 2014 - January 2015
RGP May 2014 - August 2014
Camp Ponacka June 2009 - August 2014
Point Global SRI January 2014 - May 2014
Skills
PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Leadership, Determination, Communication, Social Media, Facebook, Time Management, Public Speaking, Research, Teamwork, Event Planning, Spanish, Analysis
Education
Bentley University 2012 — 2016
Finance Major, Economics and Global Studies Minor, Junior
West Morris Mendham High School 2008 — 2012
High School
PwC June 2015 - Present
Morgan Stanley Investment Management January 2015 - May 2015
Bentley University September 2014 - May 2015
Bank of America December 2014 - January 2015
AXA Advisors, LLC dba Financial Compass Group September 2014 - January 2015
RGP May 2014 - August 2014
Camp Ponacka June 2009 - August 2014
Point Global SRI January 2014 - May 2014
Skills
PowerPoint, Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, Leadership, Determination, Communication, Social Media, Facebook, Time Management, Public Speaking, Research, Teamwork, Event Planning, Spanish, Analysis
Education
Bentley University 2012 — 2016
Finance Major, Economics and Global Studies Minor, Junior
West Morris Mendham High School 2008 — 2012
High School
Fady Khoury Fady Khoury's Morgan Stanley Investment Management Experience March 2006 - October 2013
Job Business Analyst at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation August 2014 - Present
Fiserv October 2013 - July 2014
Morgan Stanley Investment Management March 2006 - October 2013
Linens N Things March 2004 - March 2006
Ikea Stores January 2003 - March 2004
Target Stores January 2000 - January 2003
Fleet Bank January 1999 - January 2000
Skills
Retail, Team Building, Receiving, Management, Training, Financial Analysis, Finance, Corporate Actions, Settlement, 401k, Analysis, Budgets, Accounting, Account Reconciliation, Portfolio Management, Trading, Asset Management, Financial Services, Asset Allocation, Banking, Investments, Electronic Trading, Team Leadership, Financial Reporting, Time Management, Mutual Funds, Access, Process Improvement, FINRA, Back Office, Microsoft Excel, Due Diligence, Financial Modeling, Business Analysis, Strategy, Cash Management, Operational Risk..., Relationship Management, Internal Audit, Leadership, Auditing, Business Process..., Operations Management
Education
Saint Peter's University
Master of Business Administration (MBA), Finance, General
Berkeley College
B.S. Business Administration, Management
E*TRADE Financial Corporation August 2014 - Present
Fiserv October 2013 - July 2014
Morgan Stanley Investment Management March 2006 - October 2013
Linens N Things March 2004 - March 2006
Ikea Stores January 2003 - March 2004
Target Stores January 2000 - January 2003
Fleet Bank January 1999 - January 2000
Skills
Retail, Team Building, Receiving, Management, Training, Financial Analysis, Finance, Corporate Actions, Settlement, 401k, Analysis, Budgets, Accounting, Account Reconciliation, Portfolio Management, Trading, Asset Management, Financial Services, Asset Allocation, Banking, Investments, Electronic Trading, Team Leadership, Financial Reporting, Time Management, Mutual Funds, Access, Process Improvement, FINRA, Back Office, Microsoft Excel, Due Diligence, Financial Modeling, Business Analysis, Strategy, Cash Management, Operational Risk..., Relationship Management, Internal Audit, Leadership, Auditing, Business Process..., Operations Management
Education
Saint Peter's University
Master of Business Administration (MBA), Finance, General
Berkeley College
B.S. Business Administration, Management
Velicia Sutton Velicia Sutton's Morgan Stanley Investment Management Experience 2005 - August 2009
Job Vice President, Vendor Management at GE
Industry Financial Services
Experience
GE March 2015 - Present
GE Capital July 2013 - March 2015
GE July 2011 - July 2013
American Express June 2010 - August 2010
Morgan Stanley Investment Management 2005 - August 2009
AllianceBernstein September 2004 - June 2005
Skills
Relationship Management, Business Development, Marketing Strategy, Financial Modeling, Management, Product Marketing, Strategy, Competitive Analysis, Product Development, Leadership, Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA
Barnard College 2000 — 2004
B.A., Major in Economics, Minor in English
GE March 2015 - Present
GE Capital July 2013 - March 2015
GE July 2011 - July 2013
American Express June 2010 - August 2010
Morgan Stanley Investment Management 2005 - August 2009
AllianceBernstein September 2004 - June 2005
Skills
Relationship Management, Business Development, Marketing Strategy, Financial Modeling, Management, Product Marketing, Strategy, Competitive Analysis, Product Development, Leadership, Analysis
Education
Cornell University - S.C. Johnson Graduate School of Management 2009 — 2011
MBA
Barnard College 2000 — 2004
B.A., Major in Economics, Minor in English
Brian Read's Morgan Stanley Investment Management Experience July 2006 - January 2009
Job Sr. Associate Director, Annual Giving at Bentley University
Industry Fund-Raising
Experience
Bentley University November 2013 - Present
Noble and Greenough School January 2012 - November 2013
Mercersburg Academy April 2010 - January 2012
Morgan Stanley Investment Management July 2006 - January 2009
Skills
Fundraising, Event Planning, Public Speaking, Volunteer Management, Editing, Event Management, Microsoft Office, Social Media, Public Relations, Data Analysis, Development, Annual Fund, Writing, Excel, Strategic Planning, Coaching, Budgeting, PowerPoint, Word, Administration
Education
Bentley University 2014 — 2016
Master of Business Administration (M.B.A.), Business Management
Dickinson College 2002 — 2006
The Boys' Latin School of Maryland 1998 — 2002
Bentley University November 2013 - Present
Noble and Greenough School January 2012 - November 2013
Mercersburg Academy April 2010 - January 2012
Morgan Stanley Investment Management July 2006 - January 2009
Skills
Fundraising, Event Planning, Public Speaking, Volunteer Management, Editing, Event Management, Microsoft Office, Social Media, Public Relations, Data Analysis, Development, Annual Fund, Writing, Excel, Strategic Planning, Coaching, Budgeting, PowerPoint, Word, Administration
Education
Bentley University 2014 — 2016
Master of Business Administration (M.B.A.), Business Management
Dickinson College 2002 — 2006
The Boys' Latin School of Maryland 1998 — 2002
Carmen Valerio Carmen Valerio's Morgan Stanley Investment Management Experience January 1991 - May 2001
Job Senior Performance Analyst at Colonial Consulting LLC
Industry Investment Management
Experience
Colonial Consulting LLC May 2001 - Present
Morgan Stanley Investment Management January 1991 - May 2001
Prudential Financial January 1991 - May 1995
Skills
Asset Allocation, Asset Management, Equity Research, Investment Management, Investments, Financial Modeling, Portfolio Management, Securities, Valuation, Capital Markets, Financial Services, Financial Analysis, Microsoft Excel, Wealth Management
Education
Baruch College 1985 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Colonial Consulting LLC May 2001 - Present
Morgan Stanley Investment Management January 1991 - May 2001
Prudential Financial January 1991 - May 1995
Skills
Asset Allocation, Asset Management, Equity Research, Investment Management, Investments, Financial Modeling, Portfolio Management, Securities, Valuation, Capital Markets, Financial Services, Financial Analysis, Microsoft Excel, Wealth Management
Education
Baruch College 1985 — 1990
Bachelor of Business Administration (B.B.A.), Finance, General
Jonathan Carrera's Morgan Stanley Investment Management Experience January 2014 - Present
Job Financial Control Manager at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management January 2014 - Present
Morgan Stanley Investment Management June 2011 - December 2013
Morgan Stanley Investment Management June 2010 - May 2011
Morgan Stanley Investment Management January 2007 - May 2010
Van Kampen Investments September 2005 - June 2006
Van Kampen Investments October 2003 - August 2005
Skills
Investments, Portfolio Management, Asset Management, Equities, Financial Analysis, Financial Modeling, Risk Management, Microsoft Office, Fixed Income, Strategic Planning, QlikView Development, Tableau, Access, PowerPoint, Smartview
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley Investment Management January 2014 - Present
Morgan Stanley Investment Management June 2011 - December 2013
Morgan Stanley Investment Management June 2010 - May 2011
Morgan Stanley Investment Management January 2007 - May 2010
Van Kampen Investments September 2005 - June 2006
Van Kampen Investments October 2003 - August 2005
Skills
Investments, Portfolio Management, Asset Management, Equities, Financial Analysis, Financial Modeling, Risk Management, Microsoft Office, Fixed Income, Strategic Planning, QlikView Development, Tableau, Access, PowerPoint, Smartview
Education
Baruch College, City University of New York (CUNY) 2001 — 2003
Bachelor of Business Administration (B.B.A.), Finance, General
William R. Benz's Morgan Stanley Investment Management Experience July 2014 - Present
Job VP Digital Marketing at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management July 2014 - Present
TIAA-CREF February 2012 - June 2014
Vestige Technologies LLC September 2010 - December 2012
BlackRock June 2011 - September 2011
Columbia Management November 2008 - September 2010
J. & W. Seligman & Co. Inc. May 1996 - November 2008
Merrill Lynch & Co. 1994 - 1996
Regal Data Systems 1993 - 1994
3D Information Services 1987 - 1992
Skills
Digital Strategy, Digital Marketing, Marketing Analytics, Financial Services, Asset Managment, Integrated Marketing, Marketing Strategy, Mutual Funds, Start-ups, Asset Management, Email Marketing, Multi-channel Marketing, CRM, Digital Media, Strategic Thinking, Segmentation, Strategy, Investments, Web Analytics, Enterprise Software, Market Research, Marketing Management, SaaS, Lead Generation, Strategic Partnerships, Executive Management, Leadership, Advertising, Direct Marketing, Marketing, Product Launch, B2B, Social Media Marketing, Mobile Devices, Program Management
Education
Bloomsburg University of Pennsylvania 1979 — 1983
BS, Business Administration
Morgan Stanley Investment Management July 2014 - Present
TIAA-CREF February 2012 - June 2014
Vestige Technologies LLC September 2010 - December 2012
BlackRock June 2011 - September 2011
Columbia Management November 2008 - September 2010
J. & W. Seligman & Co. Inc. May 1996 - November 2008
Merrill Lynch & Co. 1994 - 1996
Regal Data Systems 1993 - 1994
3D Information Services 1987 - 1992
Skills
Digital Strategy, Digital Marketing, Marketing Analytics, Financial Services, Asset Managment, Integrated Marketing, Marketing Strategy, Mutual Funds, Start-ups, Asset Management, Email Marketing, Multi-channel Marketing, CRM, Digital Media, Strategic Thinking, Segmentation, Strategy, Investments, Web Analytics, Enterprise Software, Market Research, Marketing Management, SaaS, Lead Generation, Strategic Partnerships, Executive Management, Leadership, Advertising, Direct Marketing, Marketing, Product Launch, B2B, Social Media Marketing, Mobile Devices, Program Management
Education
Bloomsburg University of Pennsylvania 1979 — 1983
BS, Business Administration
Dan Nikci, CPA's Morgan Stanley Investment Management Experience November 2006 - July 2007
Job Consultant
Industry Financial Services
Experience
EisnerAmper LLP January 2015 - March 2015
Fortress Investment Group March 2014 - June 2014
Eminence Capital March 2013 - November 2013
Cedar Hill Capital Partners December 2010 - March 2013
Digital Century Capital July 2007 - December 2010
Morgan Stanley Investment Management November 2006 - July 2007
Weiser LLP October 2003 - November 2006
Skills
Hedge Funds, Accounting, GAAP, Fund Accounting, Financial Reporting, Financial Statements, SEC filings, Internal Controls, Account Reconciliation, Equities, Fixed Income, Derivatives, MBS, CDS, Auditing, Financial Accounting, Managerial Accounting, Finance, Microsoft Excel, Microsoft Office, Advent Geneva, Advent Partner, Bloomberg Terminal, Citco Æxeo Technology..., Eze Castle OMS, IDEA Data Analysis, Omgeo Oasys, QuickBooks, Peachtree, ProSystem fx Engagement, Financial Audits, Bloomberg, Financial Analysis, Management Accounting
Education
City University of New York-Baruch College - Zicklin School of Business
Bacholar of Business Administration (BBA), Accounting
EisnerAmper LLP January 2015 - March 2015
Fortress Investment Group March 2014 - June 2014
Eminence Capital March 2013 - November 2013
Cedar Hill Capital Partners December 2010 - March 2013
Digital Century Capital July 2007 - December 2010
Morgan Stanley Investment Management November 2006 - July 2007
Weiser LLP October 2003 - November 2006
Skills
Hedge Funds, Accounting, GAAP, Fund Accounting, Financial Reporting, Financial Statements, SEC filings, Internal Controls, Account Reconciliation, Equities, Fixed Income, Derivatives, MBS, CDS, Auditing, Financial Accounting, Managerial Accounting, Finance, Microsoft Excel, Microsoft Office, Advent Geneva, Advent Partner, Bloomberg Terminal, Citco Æxeo Technology..., Eze Castle OMS, IDEA Data Analysis, Omgeo Oasys, QuickBooks, Peachtree, ProSystem fx Engagement, Financial Audits, Bloomberg, Financial Analysis, Management Accounting
Education
City University of New York-Baruch College - Zicklin School of Business
Bacholar of Business Administration (BBA), Accounting
David Dwyer's Morgan Stanley Investment Management Experience 1994 - 1996
Job at Financial Services Professional
Industry Financial Services
Experience
Financial Services Professional January 2011 - Present
Saba Capital Management March 2010 - February 2011
Renaissance Technologies October 2005 - May 2009
Putnam 1998 - 2005
Putnam Investments 1998 - 2003
Morgan Stanley Investment Management 1994 - 1996
Skills
Portfolio Management
Education
University of South Carolina - Darla Moore School of Business 1992 — 1994
MIBS, International Business
Boston College 1985 — 1989
BA, Int'l Relations
Financial Services Professional January 2011 - Present
Saba Capital Management March 2010 - February 2011
Renaissance Technologies October 2005 - May 2009
Putnam 1998 - 2005
Putnam Investments 1998 - 2003
Morgan Stanley Investment Management 1994 - 1996
Skills
Portfolio Management
Education
University of South Carolina - Darla Moore School of Business 1992 — 1994
MIBS, International Business
Boston College 1985 — 1989
BA, Int'l Relations
Joseph Hurley's Morgan Stanley Investment Management Experience March 2014 - Present
Job High Yield and Investment Grade Senior Analyst
Industry Financial Services
Experience
Morgan Stanley Investment Management March 2014 - Present
Scotiabank December 2011 - March 2014
Scotiabank October 2007 - December 2011
Scotia Capital October 2004 - October 2007
Deloitte July 2001 - October 2004
Arthur Anderson 2001 - 2001
Rutgers 1998 - 1999
Skills
Credit, Investments, Portfolio Management, Financial Modeling, Fixed Income, Corporate Finance, Financial Analysis, Investment Banking
Education
Boston College 1997 — 2001
Morgan Stanley Investment Management March 2014 - Present
Scotiabank December 2011 - March 2014
Scotiabank October 2007 - December 2011
Scotia Capital October 2004 - October 2007
Deloitte July 2001 - October 2004
Arthur Anderson 2001 - 2001
Rutgers 1998 - 1999
Skills
Credit, Investments, Portfolio Management, Financial Modeling, Fixed Income, Corporate Finance, Financial Analysis, Investment Banking
Education
Boston College 1997 — 2001
Roger Stevens's Morgan Stanley Investment Management Experience September 2013 - Present
Job Institutional Funds Client Administration at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management September 2013 - Present
Morgan Stanley Smith Barney November 2012 - September 2013
Morgan Stanley Smith Barney June 2011 - August 2012
DTCC January 2000 - January 2011
National Financial October 1994 - December 1999
Skills
Mutual Funds, Securities, Series 7, CRM, Relationship Management, Morningstar, Product Management, Portfolio Management, Fixed Income, Investments, Banking, Wealth Management, Forecasting, Asset Management, Project Management, Trading, Asset Allocation, Business Intelligence, Financial Services, Risk Management, ETFs, Account Management, Equities
Education
Bloomfield College 1984 — 1988
BS, Marketing
Morgan Stanley Investment Management September 2013 - Present
Morgan Stanley Smith Barney November 2012 - September 2013
Morgan Stanley Smith Barney June 2011 - August 2012
DTCC January 2000 - January 2011
National Financial October 1994 - December 1999
Skills
Mutual Funds, Securities, Series 7, CRM, Relationship Management, Morningstar, Product Management, Portfolio Management, Fixed Income, Investments, Banking, Wealth Management, Forecasting, Asset Management, Project Management, Trading, Asset Allocation, Business Intelligence, Financial Services, Risk Management, ETFs, Account Management, Equities
Education
Bloomfield College 1984 — 1988
BS, Marketing
Hetal Selarka's Morgan Stanley Investment Management Experience June 1999 - August 1999
Job Small Business Investing
Industry Investment Management
Experience
DFG Investment Advisers August 2011 - November 2014
Unicredit - Portfolio Management (Leveraged Finance) February 2008 - July 2011
Unicredit - HVB, Financial Sponsors and Leveraged Finance Group September 2004 - February 2008
Unicredit - HVB, Credit Risk Management March 2000 - August 2004
Securities Industry Automation Corp October 1999 - February 2000
Morgan Stanley, Investment Management June 1999 - August 1999
Navnit & Company September 1994 - July 1998
Skills
Structured Finance, Capital Markets, Fixed Income, Financial Modeling, Derivatives, Structured Products, Investment Banking, Hedge Funds, Valuation, Equities, Leveraged Finance
Education
CFA Institute 2001 — 2003
CFA, Finance
Baruch College, City University of New York (CUNY) 1998 — 2000
MBA, Finance
Institute of Chartered Accountants of India 1993 — 1997
Chartered Accountant, Accounting
University of Mumbai 1992 — 1996
BCom, Commerce
DFG Investment Advisers August 2011 - November 2014
Unicredit - Portfolio Management (Leveraged Finance) February 2008 - July 2011
Unicredit - HVB, Financial Sponsors and Leveraged Finance Group September 2004 - February 2008
Unicredit - HVB, Credit Risk Management March 2000 - August 2004
Securities Industry Automation Corp October 1999 - February 2000
Morgan Stanley, Investment Management June 1999 - August 1999
Navnit & Company September 1994 - July 1998
Skills
Structured Finance, Capital Markets, Fixed Income, Financial Modeling, Derivatives, Structured Products, Investment Banking, Hedge Funds, Valuation, Equities, Leveraged Finance
Education
CFA Institute 2001 — 2003
CFA, Finance
Baruch College, City University of New York (CUNY) 1998 — 2000
MBA, Finance
Institute of Chartered Accountants of India 1993 — 1997
Chartered Accountant, Accounting
University of Mumbai 1992 — 1996
BCom, Commerce
Murali Kulala's Morgan Stanley Investment Management Experience 2007 - 2008
Job Vice President at
Industry Information Technology and Services
Experience
Bank of America September 2009 - Present
Merrill Lynch 2008 - 2009
Headstrong August 2006 - May 2008
Morgan Stanley Investment Management 2007 - 2008
Morgan Stanley 2006 - 2008
Covansys 2000 - 2006
Merrill Lynch Investment Managers 2000 - 2006
Covansys India Pvt Ltd 2000 - 2006
Skills
Management, Leadership, Project Management, SDLC, Teamwork, Software Project..., Requirements Analysis, Data Warehousing, Business Analysis, Agile Methodologies, IT Strategy, Sybase, Oracle, Unix, Business Intelligence
Education
Bharathidasan University 1998 — 2001
M.C.A, Computer Science
Jaya Colege of Science 1995 — 1998
B.Sc, Computer Science
Bank of America September 2009 - Present
Merrill Lynch 2008 - 2009
Headstrong August 2006 - May 2008
Morgan Stanley Investment Management 2007 - 2008
Morgan Stanley 2006 - 2008
Covansys 2000 - 2006
Merrill Lynch Investment Managers 2000 - 2006
Covansys India Pvt Ltd 2000 - 2006
Skills
Management, Leadership, Project Management, SDLC, Teamwork, Software Project..., Requirements Analysis, Data Warehousing, Business Analysis, Agile Methodologies, IT Strategy, Sybase, Oracle, Unix, Business Intelligence
Education
Bharathidasan University 1998 — 2001
M.C.A, Computer Science
Jaya Colege of Science 1995 — 1998
B.Sc, Computer Science
Michele Scavuzzo's Morgan Stanley Investment Management Experience January 2015 - Present
Job Performance and Analytics Director at Morgan Stanely Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management January 2015 - Present
State Street November 2009 - January 2015
Morgan Stanley Investment Management August 2008 - July 2010
Morgan Stanley Investment Management November 1999 - August 2008
Philadelphia Insurance Companies 1995 - 1999
PFPC 1993 - 1995
Skills
Fixed Income, Mutual Funds, Asset Allocation, Institutional..., Financial Accounting, Portfolio Management, Fund Administration, Funding, Hedge Funds, Investments, Middle Office
Education
Saint Joseph's University 1994 — 1997
MBA, Finance
Albright College 1989 — 1993
BS, Accounting
Morgan Stanley Investment Management January 2015 - Present
State Street November 2009 - January 2015
Morgan Stanley Investment Management August 2008 - July 2010
Morgan Stanley Investment Management November 1999 - August 2008
Philadelphia Insurance Companies 1995 - 1999
PFPC 1993 - 1995
Skills
Fixed Income, Mutual Funds, Asset Allocation, Institutional..., Financial Accounting, Portfolio Management, Fund Administration, Funding, Hedge Funds, Investments, Middle Office
Education
Saint Joseph's University 1994 — 1997
MBA, Finance
Albright College 1989 — 1993
BS, Accounting
Victoria Eckstein's Morgan Stanley Investment Management Experience April 2010 - Present
Job Vice President, Morgan Stanley Investment Management, Hedge Fund Solutions
Industry Financial Services
Experience
Morgan Stanley Investment Management April 2010 - Present
Morgan Stanley Private Wealth Management January 2007 - April 2010
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
Brandeis University 2001 — 2003
BA, Political Science and Public Policy
Franklin & Marshall College 1999 — 2001
BA, Political Science and Public Policy
Horace Mann School 1995 — 1999
Morgan Stanley Investment Management April 2010 - Present
Morgan Stanley Private Wealth Management January 2007 - April 2010
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
Brandeis University 2001 — 2003
BA, Political Science and Public Policy
Franklin & Marshall College 1999 — 2001
BA, Political Science and Public Policy
Horace Mann School 1995 — 1999
Purvesh Desai's Morgan Stanley Investment Management Experience October 2006 - April 2008
Job Business Systems Analyst at IGATE Technologies
Industry Financial Services
Experience
Citi April 2015 - Present
iGATE April 2014 - Present
LPL Financial April 2014 - December 2014
State Street IMS west January 2013 - April 2014
Syntel November 2010 - April 2014
Oracle Financial Services Software Ltd April 2008 - November 2010
Morgan Stanley Investment Management October 2006 - April 2008
JP Morgan June 2005 - October 2006
Ernst and Young April 2004 - December 2004
Skills
Pre-sales, Business Analysis, Requirements Gathering, Risk Management, SDLC, Capital Markets, Business Development, Team Management, Accounting, Business Requirements, MIS, Requirements Analysis, Business Process..., Process Improvement, User Acceptance Testing, Account Reconciliation, Securities, Derivatives, Corporate Actions, Fixed Income, Mutual Funds, Gap Analysis, Resource Management, Financial Planning, Business Intelligence, Trading, Offshoring, Credit Risk, Asset Management, Financial Markets, Outsourcing, BPO, Functional..., PL/SQL, Testing, RFP, Software Documentation, Visio, Fund Accounting, Strategic Financial..., SQL, Test Planning, IT Strategy, Investment Banking, Agile Methodologies, Wealth Management..., Software Project..., Consulting, Financial Services
Education
Mumbai Education Trust-Institute Of Management 2007 — 2010
MBA finance and management
University of Mumbai 2006 — 2008
Masters in commerce and economics
Narsee Monjee Institute of Management Studies 1999 — 2004
Bachelors in commerce and economics
Rajhans Vidyalaya 1986 — 1999
High school
Citi April 2015 - Present
iGATE April 2014 - Present
LPL Financial April 2014 - December 2014
State Street IMS west January 2013 - April 2014
Syntel November 2010 - April 2014
Oracle Financial Services Software Ltd April 2008 - November 2010
Morgan Stanley Investment Management October 2006 - April 2008
JP Morgan June 2005 - October 2006
Ernst and Young April 2004 - December 2004
Skills
Pre-sales, Business Analysis, Requirements Gathering, Risk Management, SDLC, Capital Markets, Business Development, Team Management, Accounting, Business Requirements, MIS, Requirements Analysis, Business Process..., Process Improvement, User Acceptance Testing, Account Reconciliation, Securities, Derivatives, Corporate Actions, Fixed Income, Mutual Funds, Gap Analysis, Resource Management, Financial Planning, Business Intelligence, Trading, Offshoring, Credit Risk, Asset Management, Financial Markets, Outsourcing, BPO, Functional..., PL/SQL, Testing, RFP, Software Documentation, Visio, Fund Accounting, Strategic Financial..., SQL, Test Planning, IT Strategy, Investment Banking, Agile Methodologies, Wealth Management..., Software Project..., Consulting, Financial Services
Education
Mumbai Education Trust-Institute Of Management 2007 — 2010
MBA finance and management
University of Mumbai 2006 — 2008
Masters in commerce and economics
Narsee Monjee Institute of Management Studies 1999 — 2004
Bachelors in commerce and economics
Rajhans Vidyalaya 1986 — 1999
High school
Julie Niyazov's Morgan Stanley Investment Management Experience 2005 - 2006
Job Special Instructor( EI & CPSE)
Industry Education Management
Experience
Independent contractor December 2012 - Present
Bank of New York Mellon October 2008 - March 2012
Annaly Capital Management, Inc September 2006 - June 2008
Morgan Stanley, Inc March 2005 - September 2006
Morgan Stanley Investment Management 2005 - 2006
Internet Securities, Inc 2003 - 2004
Institutional Investor 2002 - 2004
Skills
Bloomberg
Education
Touro College
Masters in Early Childhood from birth to 2, Education/Teaching of Individuals in Early Childhood Special Education Programs
Baruch College, City University of New York (CUNY) 2000 — 2004
Independent contractor December 2012 - Present
Bank of New York Mellon October 2008 - March 2012
Annaly Capital Management, Inc September 2006 - June 2008
Morgan Stanley, Inc March 2005 - September 2006
Morgan Stanley Investment Management 2005 - 2006
Internet Securities, Inc 2003 - 2004
Institutional Investor 2002 - 2004
Skills
Bloomberg
Education
Touro College
Masters in Early Childhood from birth to 2, Education/Teaching of Individuals in Early Childhood Special Education Programs
Baruch College, City University of New York (CUNY) 2000 — 2004
Monica McGinley's Morgan Stanley Investment Management Experience September 2005 - July 2010
Job Director at Bank of America Merrill Lynch, Senior Compliance Manager
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2010 - Present
Morgan Stanley Investment Management September 2005 - July 2010
Midas Management Corporation May 2000 - August 2005
Skills
Hedge Funds, Fixed Income, Securities, Mutual Funds, Alternative Investments, Asset Managment, Equities
Education
St. John's University School of Law 1994 — 1997
State University of New York at Binghamton
B.A., Law and Society
Bank of America Merrill Lynch August 2010 - Present
Morgan Stanley Investment Management September 2005 - July 2010
Midas Management Corporation May 2000 - August 2005
Skills
Hedge Funds, Fixed Income, Securities, Mutual Funds, Alternative Investments, Asset Managment, Equities
Education
St. John's University School of Law 1994 — 1997
State University of New York at Binghamton
B.A., Law and Society
Gregory V. Murphy's Morgan Stanley Investment Management Experience January 2003 - October 2007
Job at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade October 2008 - Present
Morgan Stanley Investment Management January 2003 - October 2007
Morgan Stanley 2001 - 2003
Morgan Stanley 1998 - 2001
Morgan Stanley 1995 - 1999
Dean Witter 1989 - 1995
EF Hutton 1984 - 1989
EF Hutton 1981 - 1984
EF Hutton 1980 - 1981
Skills
Series 63, Alternative Investments, Asset Management, Asset Managment, Change Management, Financial Services, Investments, Marketing, Management, Mutual Funds, Portfolio Management, Relationship Management, Retirement Planning, Securities, Series 24, Series 7, Strategic Planning, Wealth Management
Education
Adelphi University 1978 — 1980
MBA, Finance & Investments
Providence College 1973 — 1977
BS, Business
TD Ameritrade October 2008 - Present
Morgan Stanley Investment Management January 2003 - October 2007
Morgan Stanley 2001 - 2003
Morgan Stanley 1998 - 2001
Morgan Stanley 1995 - 1999
Dean Witter 1989 - 1995
EF Hutton 1984 - 1989
EF Hutton 1981 - 1984
EF Hutton 1980 - 1981
Skills
Series 63, Alternative Investments, Asset Management, Asset Managment, Change Management, Financial Services, Investments, Marketing, Management, Mutual Funds, Portfolio Management, Relationship Management, Retirement Planning, Securities, Series 24, Series 7, Strategic Planning, Wealth Management
Education
Adelphi University 1978 — 1980
MBA, Finance & Investments
Providence College 1973 — 1977
BS, Business
Erik Kuijlaars's Morgan Stanley Investment Management Experience August 2005 - July 2007
Job Vice President at BNY Mellon
Industry Investment Management
Experience
Bank of New York Mellon - Dreyfus March 2014 - Present
UBS Global Asset Management July 2007 - March 2014
Morgan Stanley Investment Management August 2005 - July 2007
UBS Global Asset Management September 2002 - August 2005
Computershare, Inc March 2001 - September 2002
Merrill Lynch August 1995 - March 2001
Skills
Asset Managment, Mutual Funds, Alternative Investments, Investment Management, Series 7, Wealth Management, Fixed Income, Equities, Portfolio Management, Asset Management, Investment Strategies, Market Research, Product Management, Asset Allocation, Capital Markets, Due Diligence, Financial Services, Wealth Management..., Risk Management, Hedge Funds, Emerging Markets, Fund Of Funds, Financial Markets, FINRA, ETFs, Investment Advisory, Valuation, Securities, Series 63, Separately Managed..., Institutional..., Financial Analysis, Series 24, Investments, Relationship Management
Education
Adelphi University 1994 — 1995
MS, Banking & Money Mangement
Adelphi University 1991 — 1994
MBA, Finance
Fordham University 1987 — 1991
BA, Political Science/Economics
Bank of New York Mellon - Dreyfus March 2014 - Present
UBS Global Asset Management July 2007 - March 2014
Morgan Stanley Investment Management August 2005 - July 2007
UBS Global Asset Management September 2002 - August 2005
Computershare, Inc March 2001 - September 2002
Merrill Lynch August 1995 - March 2001
Skills
Asset Managment, Mutual Funds, Alternative Investments, Investment Management, Series 7, Wealth Management, Fixed Income, Equities, Portfolio Management, Asset Management, Investment Strategies, Market Research, Product Management, Asset Allocation, Capital Markets, Due Diligence, Financial Services, Wealth Management..., Risk Management, Hedge Funds, Emerging Markets, Fund Of Funds, Financial Markets, FINRA, ETFs, Investment Advisory, Valuation, Securities, Series 63, Separately Managed..., Institutional..., Financial Analysis, Series 24, Investments, Relationship Management
Education
Adelphi University 1994 — 1995
MS, Banking & Money Mangement
Adelphi University 1991 — 1994
MBA, Finance
Fordham University 1987 — 1991
BA, Political Science/Economics
Nayan Shah, MBA's Morgan Stanley Investment Management Experience 2008 - 2010
Job Vice President Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
MORGAN STANLEY 2010 - 2014
Morgan Stanley Investment Management 2008 - 2010
MORGAN STANLEY 2006 - 2008
National Football League 2002 - 2005
Henry Schein 1996 - 2001
Computer Associates 1996 - 1996
Skills
Essbase, Financial Modeling, Financial Analysis, Business Intelligence, Finance, Business Analysis, Financial Reporting, Business Objects, Analytics, Hyperion Enterprise, Hyperion Planning, Corporate Finance, Financial Systems, Data Warehousing, Business Process..., Forecasting, Process Improvement, Accounting, Data Integration, Budgets, Financial Planning, Access, MIS, Data Analysis, Visio, Database Administration, Consolidation, Process Engineering, Cognos, Analysis, PeopleSoft, Strategic Planning, QlikView, QlikView Development, Business Analytics, Data Modeling, SDLC, ETL, Management, Microsoft Excel, Hyperion, Budgeting, Excel, Business Management, Planning, Offshore Outsourcing, Equities, Financial Services, Project Management, Tableau
Education
Long Island University 1997 — 1999
Master of Business Administration (M.B.A.), Management Information Systems
Baruch College, City University of New York (CUNY) 1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance
Stony Brook University 1990 — 1992
Morgan Stanley 2014 - Present
MORGAN STANLEY 2010 - 2014
Morgan Stanley Investment Management 2008 - 2010
MORGAN STANLEY 2006 - 2008
National Football League 2002 - 2005
Henry Schein 1996 - 2001
Computer Associates 1996 - 1996
Skills
Essbase, Financial Modeling, Financial Analysis, Business Intelligence, Finance, Business Analysis, Financial Reporting, Business Objects, Analytics, Hyperion Enterprise, Hyperion Planning, Corporate Finance, Financial Systems, Data Warehousing, Business Process..., Forecasting, Process Improvement, Accounting, Data Integration, Budgets, Financial Planning, Access, MIS, Data Analysis, Visio, Database Administration, Consolidation, Process Engineering, Cognos, Analysis, PeopleSoft, Strategic Planning, QlikView, QlikView Development, Business Analytics, Data Modeling, SDLC, ETL, Management, Microsoft Excel, Hyperion, Budgeting, Excel, Business Management, Planning, Offshore Outsourcing, Equities, Financial Services, Project Management, Tableau
Education
Long Island University 1997 — 1999
Master of Business Administration (M.B.A.), Management Information Systems
Baruch College, City University of New York (CUNY) 1992 — 1995
Bachelor of Business Administration (B.B.A.), Finance
Stony Brook University 1990 — 1992
Dwyer, David's Morgan Stanley Investment Management Experience 1994 - 1997
Job MD at Renaissance Technologies
Industry Financial Services
Experience
Renaissance Technologies Managing DirectorPutnam Investments1998 - 2005
Wellington Management 1997 - 1998
Morgan Stanley Investment Management 1994 - 1997
Education
University of South Carolina - Darla Moore School of Business 1992 — 1994
MIBS, International Business
Boston College 1986 — 1989
American Community School 1982 — 1984
HS Diploma
Renaissance Technologies Managing DirectorPutnam Investments1998 - 2005
Wellington Management 1997 - 1998
Morgan Stanley Investment Management 1994 - 1997
Education
University of South Carolina - Darla Moore School of Business 1992 — 1994
MIBS, International Business
Boston College 1986 — 1989
American Community School 1982 — 1984
HS Diploma
Sara Badler's Morgan Stanley Investment Management Experience June 2002 - July 2002
Job Senior Managing Director Head of Legal and Compliance New York Life Investments
Industry Legal Services
Experience
New York Life 2009 - Present
New York Life Investment Management 2009 - Present
New York Life Insurance Company 2004 - 2009
Morgan Stanley Investment Management June 2002 - July 2002
Van Kampen Investments September 1999 - May 2002
OppenheimerFunds December 1987 - July 1992
Damson Oil Corporation September 1984 - November 1987
Education
Bank Street College of Education 1992 — 1994
M.A., Early Childhood Education
Fordham University School of Law 1981 — 1984
J.D., Law
Cornell University 1977 — 1981
New York Life 2009 - Present
New York Life Investment Management 2009 - Present
New York Life Insurance Company 2004 - 2009
Morgan Stanley Investment Management June 2002 - July 2002
Van Kampen Investments September 1999 - May 2002
OppenheimerFunds December 1987 - July 1992
Damson Oil Corporation September 1984 - November 1987
Education
Bank Street College of Education 1992 — 1994
M.A., Early Childhood Education
Fordham University School of Law 1981 — 1984
J.D., Law
Cornell University 1977 — 1981
Stephen Pfau's Morgan Stanley Investment Management Experience March 2000 - March 2011
Job Director of Business Development at Frontegra Asset Management
Industry Investment Management
Experience
Frontegra Asset Management October 2012 - Present
Russell ETFs March 2011 - August 2012
Morgan Stanley Investment Management March 2000 - March 2011
The Vanguard Group September 1995 - March 2000
Skills
Alternative Investments, Asset Management, ETFs, Asset Allocation, Relationship Management, Fixed Income, Wealth Management, Portfolio Management, Private Equity, Investment Management, Asset Managment, Hedge Funds, RIA, Sales, Client Development, Product Development, Product Management, Product Marketing, Equities, Derivatives, Investments, Mutual Funds, Financial Services, Series 7
Education
Drexel University - LeBow College of Business 1997 — 1999
MBA, Finance - Investment Management
Arcadia University 1989 — 1993
B.S., Finance, General
Archbishop Wood
Frontegra Asset Management October 2012 - Present
Russell ETFs March 2011 - August 2012
Morgan Stanley Investment Management March 2000 - March 2011
The Vanguard Group September 1995 - March 2000
Skills
Alternative Investments, Asset Management, ETFs, Asset Allocation, Relationship Management, Fixed Income, Wealth Management, Portfolio Management, Private Equity, Investment Management, Asset Managment, Hedge Funds, RIA, Sales, Client Development, Product Development, Product Management, Product Marketing, Equities, Derivatives, Investments, Mutual Funds, Financial Services, Series 7
Education
Drexel University - LeBow College of Business 1997 — 1999
MBA, Finance - Investment Management
Arcadia University 1989 — 1993
B.S., Finance, General
Archbishop Wood
Hossam Ayyoub's Morgan Stanley Investment Management Experience 2005 - 2009
Job Corporate Actions | Compliance | Investment Operation Services | Project Managment
Industry Financial Services
Experience
State Street Trust Co 2009 - November 2014
Morgan Stanley Investment Management 2005 - 2009
Saranac Capital Management 2004 - 2005
Morgan Stanley 1998 - 2004
Skills
Corporate Actions, Fixed Income, Asset Management, Equities, Derivatives, Bloomberg, Hedge Funds, Capital Markets, Securities, Mutual Funds, Middle Office, Operational Risk, Legal Compliance, Project Management, Risk Assessment, Auditing, Alternative Investments, Back Office, Investment Banking, Investments
Education
Alexandria University
Bachelor of Science (B.S.)
State Street Trust Co 2009 - November 2014
Morgan Stanley Investment Management 2005 - 2009
Saranac Capital Management 2004 - 2005
Morgan Stanley 1998 - 2004
Skills
Corporate Actions, Fixed Income, Asset Management, Equities, Derivatives, Bloomberg, Hedge Funds, Capital Markets, Securities, Mutual Funds, Middle Office, Operational Risk, Legal Compliance, Project Management, Risk Assessment, Auditing, Alternative Investments, Back Office, Investment Banking, Investments
Education
Alexandria University
Bachelor of Science (B.S.)
Brian Scavuzzo's Morgan Stanley Investment Management Experience January 2013 - Present
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management January 2013 - Present
Morgan Stanley Investment Management January 2007 - December 2012
Morgan Stanley Investment Management October 2001 - December 2006
Comshare 1998 - 2001
First Union National Bank 1996 - 1998
SEI 1995 - 1996
Vanguard 1993 - 1995
Skills
Financial Systems, Team Leadership, Business Analysis, Process Improvement, Requirements Gathering, Software Project..., Problem Solving, Project Planning, Business Strategy, Presentations, Cross-functional Team..., Program Management, Business Process, Financial Services, Investment Management, Asset Management, Business Process..., Trading, Portfolio Management, Management, Fixed Income, Bloomberg, Equities, Analysis, Project Management, Analytics, PMP, Mutual Funds, Leadership, Middle Office, Investments, Vendor Management, Derivatives, Finance
Education
Saint Joseph's University 1995 — 1998
MBA, Finance Concentration
Albright College 1989 — 1993
B.S., Finance
Morgan Stanley Investment Management January 2013 - Present
Morgan Stanley Investment Management January 2007 - December 2012
Morgan Stanley Investment Management October 2001 - December 2006
Comshare 1998 - 2001
First Union National Bank 1996 - 1998
SEI 1995 - 1996
Vanguard 1993 - 1995
Skills
Financial Systems, Team Leadership, Business Analysis, Process Improvement, Requirements Gathering, Software Project..., Problem Solving, Project Planning, Business Strategy, Presentations, Cross-functional Team..., Program Management, Business Process, Financial Services, Investment Management, Asset Management, Business Process..., Trading, Portfolio Management, Management, Fixed Income, Bloomberg, Equities, Analysis, Project Management, Analytics, PMP, Mutual Funds, Leadership, Middle Office, Investments, Vendor Management, Derivatives, Finance
Education
Saint Joseph's University 1995 — 1998
MBA, Finance Concentration
Albright College 1989 — 1993
B.S., Finance
Evan Gordon's Morgan Stanley Investment Management Experience July 2006 - March 2010
Job Compliance Officer at GE Capital
Industry Financial Services
Experience
GE Capital October 2011 - Present
York Capital Management March 2010 - October 2011
Morgan Stanley Investment Management July 2006 - March 2010
US Trust August 2002 - June 2006
Skills
Hedge Funds, Asset Management, Securities, Alternative Investments, Fixed Income, Equities, Mutual Funds, Investments, Capital Markets, Financial Services
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1992 — 1995
Juris Doctor (J.D.)
Syracuse University 1988 — 1992
Bachelor's Degree, English/Political Science
GE Capital October 2011 - Present
York Capital Management March 2010 - October 2011
Morgan Stanley Investment Management July 2006 - March 2010
US Trust August 2002 - June 2006
Skills
Hedge Funds, Asset Management, Securities, Alternative Investments, Fixed Income, Equities, Mutual Funds, Investments, Capital Markets, Financial Services
Education
Benjamin N. Cardozo School of Law, Yeshiva University 1992 — 1995
Juris Doctor (J.D.)
Syracuse University 1988 — 1992
Bachelor's Degree, English/Political Science
JESSICA ALLGOOD's Morgan Stanley Investment Management Experience March 2004 - April 2010
Job Executive Assistant to Executive Vice President Head of U.S. Wealth at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management May 2015 - Present
Turn 2 Foundation February 2015 - April 2015
BlackRock October 2013 - October 2014
Simon Property Group May 2013 - August 2013
Associated Press February 2013 - March 2013
MWW August 2012 - January 2013
LexisNexis April 2012 - July 2012
Novartis Pharmaceuticals Corporation November 2011 - March 2012
Guy Carpenter, High Star Capital, SAT Investment and AFL-CIO April 2010 - September 2011
Morgan Stanley Investment Management March 2004 - April 2010
Skills
Human Resources, Training, Microsoft Excel, Management, Marketing, Public Relations, PowerPoint, Administrative..., Microsoft Office, Leadership, Social Media, Time Management, Administrative..., Interviews, Event Planning, Events Coordination, Corporate Events, Travel Arrangements, Business Travel, Leisure Travel
Education
University of Phoenix 2003 — 2006
BA, Finance
City University of New York-Baruch College - Zicklin School of Business
TD Wealth Management May 2015 - Present
Turn 2 Foundation February 2015 - April 2015
BlackRock October 2013 - October 2014
Simon Property Group May 2013 - August 2013
Associated Press February 2013 - March 2013
MWW August 2012 - January 2013
LexisNexis April 2012 - July 2012
Novartis Pharmaceuticals Corporation November 2011 - March 2012
Guy Carpenter, High Star Capital, SAT Investment and AFL-CIO April 2010 - September 2011
Morgan Stanley Investment Management March 2004 - April 2010
Skills
Human Resources, Training, Microsoft Excel, Management, Marketing, Public Relations, PowerPoint, Administrative..., Microsoft Office, Leadership, Social Media, Time Management, Administrative..., Interviews, Event Planning, Events Coordination, Corporate Events, Travel Arrangements, Business Travel, Leisure Travel
Education
University of Phoenix 2003 — 2006
BA, Finance
City University of New York-Baruch College - Zicklin School of Business
Whitneyrose Upchurch's Morgan Stanley Investment Management Experience 2008 - September 2012
Job Leisure, Travel & Tourism
Industry Leisure, Travel & Tourism
Experience
Taos Ski Valley September 2012 - Present
Morgan Stanley Investment Management 2008 - September 2012
Merrill Lynch 2006 - 2008
Skills
Valuation, Financial Modeling, Social Media, Mutual Funds
Education
Royal Academy of Music, U. of London 2003 — 2004
masters, Voice Performance
Baylor University
Taos Ski Valley September 2012 - Present
Morgan Stanley Investment Management 2008 - September 2012
Merrill Lynch 2006 - 2008
Skills
Valuation, Financial Modeling, Social Media, Mutual Funds
Education
Royal Academy of Music, U. of London 2003 — 2004
masters, Voice Performance
Baylor University
Chet Persaud's Morgan Stanley Investment Management Experience September 1995 - September 1998
Job CCO of Virtus Alternative Investment Advisers and Cliffwater Investments LLC
Industry Financial Services
Experience
Virtus Investment Partners March 2014 - Present
UBS Global Asset Management September 1998 - March 2014
Morgan Stanley Investment Management September 1995 - September 1998
US Securities and Exchange Commission September 1989 - September 1995
Skills
Series 7 and 3, Due Diligence, Investments, Hedge Funds, Securities, Derivatives, Mutual Funds, Risk Assessment, Internal Audit, AML, Loans, Alternative Investments, Fixed Income, Equities, Asset Management, Project Planning, Bloomberg, Investment Management, Anti Money Laundering, Series 7, Valuation
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Finance & Economics
Virtus Investment Partners March 2014 - Present
UBS Global Asset Management September 1998 - March 2014
Morgan Stanley Investment Management September 1995 - September 1998
US Securities and Exchange Commission September 1989 - September 1995
Skills
Series 7 and 3, Due Diligence, Investments, Hedge Funds, Securities, Derivatives, Mutual Funds, Risk Assessment, Internal Audit, AML, Loans, Alternative Investments, Fixed Income, Equities, Asset Management, Project Planning, Bloomberg, Investment Management, Anti Money Laundering, Series 7, Valuation
Education
Baruch College, City University of New York (CUNY) 1985 — 1989
BBA, Finance & Economics
Amanda McDivitt's Morgan Stanley Investment Management Experience May 2007 - August 2007
Job QA Manager / Test Lead
Industry Management Consulting
Experience
Enterprise Cloudworks October 2014 - Present
DecisivEdge, LLC / Sallie Mae Project March 2014 - October 2014
Concept Solutions, LLC / Federal Aviation Administration Project May 2010 - November 2013
Concept Solutions, LLC / Federal Aviation Administration Project August 2009 - May 2010
Morgan Stanley Investment Management May 2007 - August 2007
Skills
SharePoint, Microsoft Office, Quality Center, Business Analysis, Microsoft Excel, Leadership
Education
Babson College 2005 — 2009
BS, Business Management
Enterprise Cloudworks October 2014 - Present
DecisivEdge, LLC / Sallie Mae Project March 2014 - October 2014
Concept Solutions, LLC / Federal Aviation Administration Project May 2010 - November 2013
Concept Solutions, LLC / Federal Aviation Administration Project August 2009 - May 2010
Morgan Stanley Investment Management May 2007 - August 2007
Skills
SharePoint, Microsoft Office, Quality Center, Business Analysis, Microsoft Excel, Leadership
Education
Babson College 2005 — 2009
BS, Business Management
Fritz Curtis's Morgan Stanley Investment Management Experience September 2006 - Present
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management September 2006 - Present
Columbia Management June 2004 - August 2006
American Beacon Advisors January 1997 - September 2003
Fidelity Investments September 1986 - December 1996
Skills
Portfolio Management, Investments, Asset Management, Series 7, Sales, Investment Management, Banking, Fixed Income, Alternative Investments, Securities Lending, Hedge Funds, Mutual Funds, Asset Allocation, Series 63, Securities
Education
The University of Dallas 1991 — 1994
MBA, International Mgmt
Baylor University - Hankamer School of Business 1982 — 1986
BBA, Finance, Information Systems
Morgan Stanley Investment Management September 2006 - Present
Columbia Management June 2004 - August 2006
American Beacon Advisors January 1997 - September 2003
Fidelity Investments September 1986 - December 1996
Skills
Portfolio Management, Investments, Asset Management, Series 7, Sales, Investment Management, Banking, Fixed Income, Alternative Investments, Securities Lending, Hedge Funds, Mutual Funds, Asset Allocation, Series 63, Securities
Education
The University of Dallas 1991 — 1994
MBA, International Mgmt
Baylor University - Hankamer School of Business 1982 — 1986
BBA, Finance, Information Systems
Jamie Tullo-Crosby's Morgan Stanley Investment Management Experience July 2013 - Present
Job IT Project Lead at Morgan Stanley Investment Management
Industry Apparel & Fashion
Experience
Morgan Stanley Investment Management July 2013 - Present
Skills
New Business Development, Sales Process, Business Development, Sales, Sales Presentations, Account Management, Fashion, Apparel, CRM, Retail, Marketing, Brand Management, Brand Development, Merchandising, Trend, Visual Merchandising, Product Development
Education
Art Institute of Pittsburgh 1996 — 1999
Bachelor, Visual Communications
#2 School
#2 School
Morgan Stanley Investment Management July 2013 - Present
Skills
New Business Development, Sales Process, Business Development, Sales, Sales Presentations, Account Management, Fashion, Apparel, CRM, Retail, Marketing, Brand Management, Brand Development, Merchandising, Trend, Visual Merchandising, Product Development
Education
Art Institute of Pittsburgh 1996 — 1999
Bachelor, Visual Communications
#2 School
#2 School
Logan F. Kennedy III's Morgan Stanley Investment Management Experience August 1998 - April 2006
Job Realtor at W.Wolverton & Co
Industry Professional Training & Coaching
Experience
W.Wolverton & Co June 2012 - Present
Inspired Wealth Communications April 2007 - January 2012
R.J. O'Brien September 2006 - May 2007
Morgan Stanley Investment Management August 1998 - April 2006
Bear Stearns June 1987 - August 1998
Skills
Investments, Alternative Investments, Customer Service, Risk Management, New Business Development, Manage Client..., Relationship Management, Direct Sales, Training and Development, High-Impact Sales..., Account Retention, Strategic Planning, Building Customer..., Team Leadership, Leadership
Education
Adelphi University 1975 — 1979
BA, Communications
W.Wolverton & Co June 2012 - Present
Inspired Wealth Communications April 2007 - January 2012
R.J. O'Brien September 2006 - May 2007
Morgan Stanley Investment Management August 1998 - April 2006
Bear Stearns June 1987 - August 1998
Skills
Investments, Alternative Investments, Customer Service, Risk Management, New Business Development, Manage Client..., Relationship Management, Direct Sales, Training and Development, High-Impact Sales..., Account Retention, Strategic Planning, Building Customer..., Team Leadership, Leadership
Education
Adelphi University 1975 — 1979
BA, Communications
Karen Davey, CPA's Morgan Stanley Investment Management Experience April 2006 - Present
Job Executive Director at Morgan Stanley Investment Management
Industry Venture Capital & Private Equity
Experience
Morgan Stanley Investment Management April 2006 - Present
PFPC, Inc. October 2004 - April 2006
The Carlyle Group July 2003 - September 2004
Raffa, PC July 2002 - July 2003
Skills
Alternative Investments, Equities, Financial Analysis, Hedge Funds, Fund Of Funds, Asset Management, Fund Accounting, Private Equity, Valuation, Accounting
Education
American University - Kogod School of Business 1998 — 2002
B.S. Business Administration, Accounting
Morgan Stanley Investment Management April 2006 - Present
PFPC, Inc. October 2004 - April 2006
The Carlyle Group July 2003 - September 2004
Raffa, PC July 2002 - July 2003
Skills
Alternative Investments, Equities, Financial Analysis, Hedge Funds, Fund Of Funds, Asset Management, Fund Accounting, Private Equity, Valuation, Accounting
Education
American University - Kogod School of Business 1998 — 2002
B.S. Business Administration, Accounting
Walter Jay Chwalik's Morgan Stanley Investment Management Experience 2004 - 2005
Job Director of Business Analytics at United Health Group Medicare and Retirement
Industry Health, Wellness and Fitness
Experience
United Health Group September 2005 - Present
Morgan Stanley Investment Management 2004 - 2005
FPL Group October 1989 - 2003
Skills
Insurance, Health Insurance, Forecasting, Training, Medicare, Finance, Managed Care, Budgets, Management, Financial Analysis, Employee Benefits, Financial Modeling, Leadership, Process Improvement, Analytics, Strategic Planning, Medicaid, Healthcare
Education
University of West Florida - MBA 1982 — 1985
MBA, Finance
Auburn University 1975 — 1979
BS, Finance
United Health Group September 2005 - Present
Morgan Stanley Investment Management 2004 - 2005
FPL Group October 1989 - 2003
Skills
Insurance, Health Insurance, Forecasting, Training, Medicare, Finance, Managed Care, Budgets, Management, Financial Analysis, Employee Benefits, Financial Modeling, Leadership, Process Improvement, Analytics, Strategic Planning, Medicaid, Healthcare
Education
University of West Florida - MBA 1982 — 1985
MBA, Finance
Auburn University 1975 — 1979
BS, Finance
Christine Brykowytch's Morgan Stanley Investment Management Experience April 2001 - 2008
Job Vice President at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon March 2010 - Present
Morgan Stanley Investment Management April 2001 - 2008
Morgan Stanley Investment Management June 2000 - April 2001
Morgan Stanley Investment Management October 1997 - June 2000
Skills
CRM, Project Management, Product Development, Mutual Funds, Product Management, Fixed Income, Business Development, Business Continuity, Strategy, Investment Management, Financial Services, Portfolio Management, Asset Managment, Leadership, ETFs, Investment Strategies, Equities, Alternative Investments, Asset Management, Institutional..., Investments, Analysis, Management, Client Services, Hedge Funds
Education
Binghamton University - School of Management 1986 — 1990
BS, Marketing
Bank of New York Mellon March 2010 - Present
Morgan Stanley Investment Management April 2001 - 2008
Morgan Stanley Investment Management June 2000 - April 2001
Morgan Stanley Investment Management October 1997 - June 2000
Skills
CRM, Project Management, Product Development, Mutual Funds, Product Management, Fixed Income, Business Development, Business Continuity, Strategy, Investment Management, Financial Services, Portfolio Management, Asset Managment, Leadership, ETFs, Investment Strategies, Equities, Alternative Investments, Asset Management, Institutional..., Investments, Analysis, Management, Client Services, Hedge Funds
Education
Binghamton University - School of Management 1986 — 1990
BS, Marketing
Karishma Chopra, CFA's Morgan Stanley Investment Management Experience January 2007 - December 2008
Job Director of Operations, Crystal Capital Partners
Industry Financial Services
Experience
Crystal Capital Partners, LLC February 2015 - Present
Morgan Stanley December 2012 - March 2014
Morgan Stanley January 2009 - December 2012
Morgan Stanley Investment Management January 2007 - December 2008
Morgan Stanley September 2003 - December 2006
Skills
Hedge Funds, Fixed Income, Equities, Alternative Investments, Asset Management, Private Equity, Bloomberg, Capital Markets, Investments, Investment Banking, Valuation, Derivatives, Risk Management
Education
University of Warwick - Warwick Business School 2001 — 2002
MSc Economics and Finance
Lady Shri Ram College For Women 1998 — 2001
BA (Honours) Economics
Crystal Capital Partners, LLC February 2015 - Present
Morgan Stanley December 2012 - March 2014
Morgan Stanley January 2009 - December 2012
Morgan Stanley Investment Management January 2007 - December 2008
Morgan Stanley September 2003 - December 2006
Skills
Hedge Funds, Fixed Income, Equities, Alternative Investments, Asset Management, Private Equity, Bloomberg, Capital Markets, Investments, Investment Banking, Valuation, Derivatives, Risk Management
Education
University of Warwick - Warwick Business School 2001 — 2002
MSc Economics and Finance
Lady Shri Ram College For Women 1998 — 2001
BA (Honours) Economics
Irina Alexieva's Morgan Stanley Investment Management Experience July 2005 - August 2005
Job Member of the Scientific Advisory Council at World Forum for Democracy, Council of Europe
Industry Nonprofit Organization Management
Experience
World Forum for Democracy, Council of Europe September 2014 - Present
Bulgarian School of Politics "Dimitry Panitza" October 2009 - Present
Communicorn April 2007 - October 2009
bTV September 2000 - October 2009
Morgan Stanley Investment Management July 2005 - August 2005
American University in Bulgaria October 2000 - May 2001
DARIK Radio 1995 - 2000
BULGARIAN NATIONAL TELEVISION 1995 - 1996
Bulgarian Social Democratic Party 1991 - 1995
Skills
Politics, Journalism, Climate Change, Public Relations, Leadership, Corporate Communications, Economics, Nonprofits, Analysis, International Relations, Executive Coaching, Media Relations, Editing, Training, Marketing Communications, Non-profits, Strategy, Mergers, Research, Strategic Communications, English, Investments, Corporate Finance, Teaching, Social Media, Team Management, Organizational..., Market Research, Russian, Policy Analysis, European Union, Event Management, Broadcast, Television, Policy, Human Rights
Education
Harvard University, John F. Kennedy School of Government 2015 — 2015
Executive Education, Strategic management for Leaders of Non-Governmental Organizations
Sofia University 2009 — 2012
PhD, Climate change - effects and communication
American University in Bulgaria 2002 — 2004
MBA, Economics
University of Missouri-Columbia, School of Journalism 1999 — 1999
Media Management Internship
University for National and World Economy 1991 — 1996
MA, Accounting and Analysis
World Forum for Democracy, Council of Europe September 2014 - Present
Bulgarian School of Politics "Dimitry Panitza" October 2009 - Present
Communicorn April 2007 - October 2009
bTV September 2000 - October 2009
Morgan Stanley Investment Management July 2005 - August 2005
American University in Bulgaria October 2000 - May 2001
DARIK Radio 1995 - 2000
BULGARIAN NATIONAL TELEVISION 1995 - 1996
Bulgarian Social Democratic Party 1991 - 1995
Skills
Politics, Journalism, Climate Change, Public Relations, Leadership, Corporate Communications, Economics, Nonprofits, Analysis, International Relations, Executive Coaching, Media Relations, Editing, Training, Marketing Communications, Non-profits, Strategy, Mergers, Research, Strategic Communications, English, Investments, Corporate Finance, Teaching, Social Media, Team Management, Organizational..., Market Research, Russian, Policy Analysis, European Union, Event Management, Broadcast, Television, Policy, Human Rights
Education
Harvard University, John F. Kennedy School of Government 2015 — 2015
Executive Education, Strategic management for Leaders of Non-Governmental Organizations
Sofia University 2009 — 2012
PhD, Climate change - effects and communication
American University in Bulgaria 2002 — 2004
MBA, Economics
University of Missouri-Columbia, School of Journalism 1999 — 1999
Media Management Internship
University for National and World Economy 1991 — 1996
MA, Accounting and Analysis
Carla Lewis's Morgan Stanley Investment Management Experience 2000 - 2009
Job Vice President, Account Management
Industry Financial Services
Experience
Pershing, a BNY Mellon company April 2010 - Present
Morgan Stanley Investment Management 2000 - 2009
Delaware Investments 1997 - 2000
Federated Department Stores 1995 - 1997
SEI 1994 - 1995
Skills
Fixed Income, Investment Management, Asset Managment, Separately Managed..., Account Reconciliation, Equities, Asset Management, Institutional Accounts, Separate Accounts
Education
Boston College 1990 — 1994
BS, Finance and Marketing
Pershing, a BNY Mellon company April 2010 - Present
Morgan Stanley Investment Management 2000 - 2009
Delaware Investments 1997 - 2000
Federated Department Stores 1995 - 1997
SEI 1994 - 1995
Skills
Fixed Income, Investment Management, Asset Managment, Separately Managed..., Account Reconciliation, Equities, Asset Management, Institutional Accounts, Separate Accounts
Education
Boston College 1990 — 1994
BS, Finance and Marketing
Jennifer Pindle's Morgan Stanley Investment Management Experience 2003 - January 2009
Job Senior Project Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial September 2014 - Present
ING March 2011 - September 2014
ING January 2010 - March 2011
Boeing February 2009 - January 2010
Morgan Stanley Investment Management 2003 - January 2009
Skills
Business Analysis, Finance, CRM, Management, Quality Assurance, Financial Services, Relationship Management, Financial Analysis, Investment Management
Education
Pennsylvania State University-Great Valley Graduate Center 1999 — 2001
MBA, Finance
Bloomsburg University of Pennsylvania 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Voya Financial September 2014 - Present
ING March 2011 - September 2014
ING January 2010 - March 2011
Boeing February 2009 - January 2010
Morgan Stanley Investment Management 2003 - January 2009
Skills
Business Analysis, Finance, CRM, Management, Quality Assurance, Financial Services, Relationship Management, Financial Analysis, Investment Management
Education
Pennsylvania State University-Great Valley Graduate Center 1999 — 2001
MBA, Finance
Bloomsburg University of Pennsylvania 1994 — 1998
Bachelor of Science (B.S.), Finance, General
Mira Madarova's Morgan Stanley Investment Management Experience July 2011 - Present
Job Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley Investment Management July 2011 - Present
Skills
Series 7, Series 66, Microsoft Office, Microsoft Excel, PowerPoint, Research, Financial Reporting, Social Media Marketing, Equities, Event Planning
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Morgan Stanley Investment Management July 2011 - Present
Skills
Series 7, Series 66, Microsoft Office, Microsoft Excel, PowerPoint, Research, Financial Reporting, Social Media Marketing, Equities, Event Planning
Education
City University of New York-Baruch College - Zicklin School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Accounting
Denise François-Seeney, Ph.D.'s Morgan Stanley Investment Management Experience 1986 - 1989
Job Dean, Business & Technology
Industry Education Management
Experience
Northampton Community College January 2012 - Present
Northampton Community College January 2010 - December 2011
Northampton Community College January 2007 - June 2010
Banque Paribas 1995 - 1998
Morgan Stanley Investment Management 1986 - 1989
Skills
University Teaching, Student Engagement, Academic Administration, College Teaching, Adult Education, Career Counseling, Curriculum Design
Education
University of Southern Mississippi 2006 — 2013
Ph.D., International Development Policy
Villanova University 1984 — 1986
M.A., Political Science
Boston College 1979 — 1983
B.A., Political Science
Northampton Community College January 2012 - Present
Northampton Community College January 2010 - December 2011
Northampton Community College January 2007 - June 2010
Banque Paribas 1995 - 1998
Morgan Stanley Investment Management 1986 - 1989
Skills
University Teaching, Student Engagement, Academic Administration, College Teaching, Adult Education, Career Counseling, Curriculum Design
Education
University of Southern Mississippi 2006 — 2013
Ph.D., International Development Policy
Villanova University 1984 — 1986
M.A., Political Science
Boston College 1979 — 1983
B.A., Political Science
Mari Shimokawa's Morgan Stanley Investment Management Experience 1999 - 2002
Job Deputy Chief Compliance Officer at Loomis Sayles
Industry Investment Management
Experience
Loomis Sayles 2002 - Present
Morgan Stanley Investment Management 1999 - 2002
Schroder Capital Management 1996 - 1999
Prudential Mutual Fund Management 1995 - 1996
Education
Boston University Questrom School of Business 2004 — 2005
MBA
Binghamton University 1990 — 1994
BA
Loomis Sayles 2002 - Present
Morgan Stanley Investment Management 1999 - 2002
Schroder Capital Management 1996 - 1999
Prudential Mutual Fund Management 1995 - 1996
Education
Boston University Questrom School of Business 2004 — 2005
MBA
Binghamton University 1990 — 1994
BA
Jun Isoda's Morgan Stanley Investment Management Experience August 2004 - November 2007
Job Principal, Director of Accounting at Siguler Guff & Company
Industry Investment Management
Experience
Siguler Guff & Company November 2007 - Present
Morgan Stanley Investment Management August 2004 - November 2007
Skills
Private Equity, Financial Analysis, Financial Modeling, Emerging Markets, Financial Reporting, Financial Accounting, DCF Valuation, US GAAP reporting, Fund Of Funds, Distressed Debt, Fund Accounting, Managerial Finance, Cost Management, Buyouts, Operations Management, Auditing
Education
Boston College 1999 — 2003
BS, Accounting
Siguler Guff & Company November 2007 - Present
Morgan Stanley Investment Management August 2004 - November 2007
Skills
Private Equity, Financial Analysis, Financial Modeling, Emerging Markets, Financial Reporting, Financial Accounting, DCF Valuation, US GAAP reporting, Fund Of Funds, Distressed Debt, Fund Accounting, Managerial Finance, Cost Management, Buyouts, Operations Management, Auditing
Education
Boston College 1999 — 2003
BS, Accounting
Srijata Chattopadhyay's Morgan Stanley Investment Management Experience January 2011 - June 2013
Job MBA Candidate at The Wharton School
Industry Financial Services
Experience
The Wharton School August 2013 - Present
Morgan Stanley Investment Management January 2011 - June 2013
FactSet Research Systems September 2008 - December 2010
Skills
Equities, Financial Modeling, Valuation, Emerging Markets, Bloomberg, Fixed Income, Asset Management, Portfolio Management, Hedge Funds, Capital Markets, Investment Management, Financial Analysis, Product Management, Project Management, Social Media Marketing, Product Demonstration, Technical Demonstrations, Software Sales..., Introducing New Products, New Product..., Social Media
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2004 — 2008
Bachelor of Arts (B.A.), Economics
Barnard College 2004 — 2008
BA, Economics, Political Science
The Wharton School August 2013 - Present
Morgan Stanley Investment Management January 2011 - June 2013
FactSet Research Systems September 2008 - December 2010
Skills
Equities, Financial Modeling, Valuation, Emerging Markets, Bloomberg, Fixed Income, Asset Management, Portfolio Management, Hedge Funds, Capital Markets, Investment Management, Financial Analysis, Product Management, Project Management, Social Media Marketing, Product Demonstration, Technical Demonstrations, Software Sales..., Introducing New Products, New Product..., Social Media
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 2004 — 2008
Bachelor of Arts (B.A.), Economics
Barnard College 2004 — 2008
BA, Economics, Political Science
Jeff Welday, CIMA's Morgan Stanley Investment Management Experience January 2006 - June 2010
Job Head of Retail Business Development, Invesco
Industry Investment Management
Experience
Invesco Ltd. June 2010 - Present
Morgan Stanley Investment Management January 2006 - June 2010
Morgan Stanley Investment Management 2005 - 2006
Morgan Stanley Investment Management 2003 - 2005
Morgan Stanley Investment Management 2001 - 2003
Morgan Stanley Wealth Management 1999 - 2001
Morgan Stanley Wealth Management 1997 - 1999
JPMorgan Chase 1995 - 1997
JPMorgan Chase 1993 - 1994
Skills
Separately Managed..., Alternative Investments, Series 7, Series 63, ETFs, Mutual Funds, Asset Allocation, Hedge Funds, Asset Managment, Investment Strategies, Wealth Management, Series 24, Investments, Fixed Income, Investment Advisory, Equities, Securities, Portfolio Management, Series 65, Uniform Combined State..., Investment Management, Fund Of Funds, Asset Management, FINRA, Retirement Planning
Education
Baylor University 1989 — 1993
BBA
Westminster School of London 1992 — 1992
International Business
Invesco Ltd. June 2010 - Present
Morgan Stanley Investment Management January 2006 - June 2010
Morgan Stanley Investment Management 2005 - 2006
Morgan Stanley Investment Management 2003 - 2005
Morgan Stanley Investment Management 2001 - 2003
Morgan Stanley Wealth Management 1999 - 2001
Morgan Stanley Wealth Management 1997 - 1999
JPMorgan Chase 1995 - 1997
JPMorgan Chase 1993 - 1994
Skills
Separately Managed..., Alternative Investments, Series 7, Series 63, ETFs, Mutual Funds, Asset Allocation, Hedge Funds, Asset Managment, Investment Strategies, Wealth Management, Series 24, Investments, Fixed Income, Investment Advisory, Equities, Securities, Portfolio Management, Series 65, Uniform Combined State..., Investment Management, Fund Of Funds, Asset Management, FINRA, Retirement Planning
Education
Baylor University 1989 — 1993
BBA
Westminster School of London 1992 — 1992
International Business
Jean Oestreich's Morgan Stanley Investment Management Experience September 1985 - December 1992
Job Technology Instructor at VSUFSD 24
Industry E-Learning
Experience
VSUFSD 24 July 1999 - Present
Morgan Stanley Investment Management September 1985 - December 1992
Morgan Stanley Smith Barney September 1983 - October 1991
Skills
E-Learning, Educational Technology, Instructional Design, Instructional Technology, Curriculum Design, Smartboard, Web Design, Microsoft Office, ADABAS
Education
Adelphi University 1995 — 1998
Master of Education (M.Ed.), Elementary Education and Business Education
Adelphi University 1979 — 1985
Bachelor of Applied Science (B.A.Sc.), Computer Programming
VSUFSD 24 July 1999 - Present
Morgan Stanley Investment Management September 1985 - December 1992
Morgan Stanley Smith Barney September 1983 - October 1991
Skills
E-Learning, Educational Technology, Instructional Design, Instructional Technology, Curriculum Design, Smartboard, Web Design, Microsoft Office, ADABAS
Education
Adelphi University 1995 — 1998
Master of Education (M.Ed.), Elementary Education and Business Education
Adelphi University 1979 — 1985
Bachelor of Applied Science (B.A.Sc.), Computer Programming
Regina Grebb's Morgan Stanley Investment Management Experience September 1996 - September 1999
Job Operations Analyst at Larch Lane Advisors LLC
Industry Investment Management
Experience
Larch Lane Advisors LLC August 2010 - Present
Clay Finlay September 2003 - May 2009
Schroders October 2000 - September 2003
Merrill Lynch Investment Managers September 1999 - September 2000
Morgan Stanley Investment Management September 1996 - September 1999
Skills
CRM
Education
Bloomsburg University of Pennsylvania 1985 — 1989
BS, Finance
Larch Lane Advisors LLC August 2010 - Present
Clay Finlay September 2003 - May 2009
Schroders October 2000 - September 2003
Merrill Lynch Investment Managers September 1999 - September 2000
Morgan Stanley Investment Management September 1996 - September 1999
Skills
CRM
Education
Bloomsburg University of Pennsylvania 1985 — 1989
BS, Finance
Dan Burton's Morgan Stanley Investment Management Experience 2004 - Present
Job Executive Director at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management 2004 - Present
Hartford Investment Management 2001 - 2004
ING Investment Management 1997 - 2001
US Securities and Exchange Commission 1996 - 1997
K&L Gates 1992 - 1996
Education
American University, Washington College of Law 1989 — 1992
JD, magna cum laude
Boston University 1985 — 1989
BA, magna cum laude, Psychology
Morgan Stanley Investment Management 2004 - Present
Hartford Investment Management 2001 - 2004
ING Investment Management 1997 - 2001
US Securities and Exchange Commission 1996 - 1997
K&L Gates 1992 - 1996
Education
American University, Washington College of Law 1989 — 1992
JD, magna cum laude
Boston University 1985 — 1989
BA, magna cum laude, Psychology
Robert Parkens's Morgan Stanley Investment Management Experience August 2000 - September 2008
Job Broker/Owner at RWP Real Estate Company
Industry International Trade and Development
Experience
RWP and Associates PresidentRWP and Associates2006 - Present
RWP Real Estate Company August 1975 - Present
Master group, ltd 2011 - 2012
Morgan Stanley Investment Management August 2000 - September 2008
UBS Investment Bank March 1996 - July 2000
Megabucks Trading Corporation October 1988 - November 1990
Skills
Investments, Brokerage, Real Estate Investment, Real Estate Finance, Asset Management, Alternative Investments, International Real..., Equities, Options, Private Equity, Investment Properties, Mortgage, Real Estate Development, Asset, Bonds, Funding, Portfolio Management, Financial Advisory, Investor Relations, Investment Advisory
Education
San Francisco State University, College of Business 1987 — 1989
MBA, Finance, Economics
Lincoln University (CA) 1979 — 1982
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Odessa State Academy of Civil Engineering and Architecture 1961 — 1966
engineer, heating, plumbing, ventilation, A/C
RWP and Associates PresidentRWP and Associates2006 - Present
RWP Real Estate Company August 1975 - Present
Master group, ltd 2011 - 2012
Morgan Stanley Investment Management August 2000 - September 2008
UBS Investment Bank March 1996 - July 2000
Megabucks Trading Corporation October 1988 - November 1990
Skills
Investments, Brokerage, Real Estate Investment, Real Estate Finance, Asset Management, Alternative Investments, International Real..., Equities, Options, Private Equity, Investment Properties, Mortgage, Real Estate Development, Asset, Bonds, Funding, Portfolio Management, Financial Advisory, Investor Relations, Investment Advisory
Education
San Francisco State University, College of Business 1987 — 1989
MBA, Finance, Economics
Lincoln University (CA) 1979 — 1982
Doctor of Law (JD), Banking, Corporate, Finance, and Securities Law
Odessa State Academy of Civil Engineering and Architecture 1961 — 1966
engineer, heating, plumbing, ventilation, A/C
Jeff Geffen's Morgan Stanley Investment Management Experience 1989 - 2001
Job Director of Fixed Income at Value Line Inc.
Industry Financial Services
Experience
Value Line June 2011 - Present
Value Line Inc. November 2001 - June 2011
Morgan Stanley 1989 - 2001
Morgan Stanley Investment Management 1989 - 2001
Morgan Stanley Investment Management 1989 - 2001
Skills
Portfolio Management, Fixed Income, Equities, Investments, Asset Management, Securities, Asset Allocation, Equity Research, Mutual Funds
Education
Columbia University 1976 — 1978
M.S., Social Work
Adelphi University
Master of Business Administration (MBA), Finance, General
Value Line June 2011 - Present
Value Line Inc. November 2001 - June 2011
Morgan Stanley 1989 - 2001
Morgan Stanley Investment Management 1989 - 2001
Morgan Stanley Investment Management 1989 - 2001
Skills
Portfolio Management, Fixed Income, Equities, Investments, Asset Management, Securities, Asset Allocation, Equity Research, Mutual Funds
Education
Columbia University 1976 — 1978
M.S., Social Work
Adelphi University
Master of Business Administration (MBA), Finance, General
Siddharth Mehra's Morgan Stanley Investment Management Experience January 2011 - Present
Job Manager at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management January 2011 - Present
Morgan Stanley Investment Management March 2007 - January 2011
Morgan Stanley Investment Management June 2006 - March 2007
Goldman Sachs September 2005 - December 2005
UBS November 2004 - May 2005
Skills
Equities, Fixed Income
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
MBA, Finance and Investments
Morgan Stanley Investment Management January 2011 - Present
Morgan Stanley Investment Management March 2007 - January 2011
Morgan Stanley Investment Management June 2006 - March 2007
Goldman Sachs September 2005 - December 2005
UBS November 2004 - May 2005
Skills
Equities, Fixed Income
Education
Baruch College, City University of New York (CUNY) 2004 — 2006
MBA, Finance and Investments
Wanda Genao's Morgan Stanley Investment Management Experience October 2003 - July 2006
Job Senior Executive Assistant at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase January 2012 - Present
Wall Street Services July 2006 - October 2006
Morgan Stanley Investment Management October 2003 - July 2006
Ernst & Young November 2002 - August 2003
PwC March 1992 - March 2002
Manufacturers Hanover Trust April 1991 - March 1992
Salomon Brothers April 1989 - April 1991
JPMorgan Chase November 1984 - April 1989
Skills
Bilingual Spanish, Outlook, Lotus Notes, Human Resources, Onboarding, Recruiting, Employee Relations, Supervisory Experience, Event Planning, Executive Calendar..., Travel Planning, Expense Reports, Microsoft Powerpoint, Microsoft Excel, Microsoft Word, Business Visas, Vendor Management, Finance, Financial Services, Facilities Operations, Office Management
Education
Caribbean University 1983 — 1983
Secretarial Studies
JPMorgan Chase January 2012 - Present
Wall Street Services July 2006 - October 2006
Morgan Stanley Investment Management October 2003 - July 2006
Ernst & Young November 2002 - August 2003
PwC March 1992 - March 2002
Manufacturers Hanover Trust April 1991 - March 1992
Salomon Brothers April 1989 - April 1991
JPMorgan Chase November 1984 - April 1989
Skills
Bilingual Spanish, Outlook, Lotus Notes, Human Resources, Onboarding, Recruiting, Employee Relations, Supervisory Experience, Event Planning, Executive Calendar..., Travel Planning, Expense Reports, Microsoft Powerpoint, Microsoft Excel, Microsoft Word, Business Visas, Vendor Management, Finance, Financial Services, Facilities Operations, Office Management
Education
Caribbean University 1983 — 1983
Secretarial Studies
Amitabha Kundu's Morgan Stanley Investment Management Experience 2006 - Present
Job Vice President at Morgan Stanley Investment Management| Proven Delivery Manager in AI| Compliance|Risk IT automation
Industry Financial Services
Experience
Morgan Stanley Investment Management 2006 - Present
Skills
Fixed Income, Asset Management, Derivatives, Risk Management, Equities, Portfolio Management, Investment Management, Trading, Trading Systems, SDLC
Education
Birla Institute of Technology and Science, Pilani
MTech, Mechanical Engg
Morgan Stanley Investment Management 2006 - Present
Skills
Fixed Income, Asset Management, Derivatives, Risk Management, Equities, Portfolio Management, Investment Management, Trading, Trading Systems, SDLC
Education
Birla Institute of Technology and Science, Pilani
MTech, Mechanical Engg
Pilosova Anna's Morgan Stanley Investment Management Experience March 2005 - July 2013
Job Vice President Central Compliance Group at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Cohen & Steers July 2013 - July 2015
Morgan Stanley Investment Management March 2005 - July 2013
Morgan Stanley September 2004 - March 2005
Skills
Asset Management, Mutual Funds, Equities, Investment Management, Bloomberg, ETFs, Derivatives, Investment Advisory, Fund Of Funds, Investments, Private Equity, Asset Allocation, Financial Services, Due Diligence, Bonds, Financial Markets
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance
Credit Suisse July 2015 - Present
Cohen & Steers July 2013 - July 2015
Morgan Stanley Investment Management March 2005 - July 2013
Morgan Stanley September 2004 - March 2005
Skills
Asset Management, Mutual Funds, Equities, Investment Management, Bloomberg, ETFs, Derivatives, Investment Advisory, Fund Of Funds, Investments, Private Equity, Asset Allocation, Financial Services, Due Diligence, Bonds, Financial Markets
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance
Henry Panora's Morgan Stanley Investment Management Experience January 2015 - January 2015
Job Entertainment Manager of Booking at Madison Square Garden
Industry Financial Services
Experience
Madison Square Garden August 2015 - Present
J.P. Morgan May 2015 - August 2015
Tribeca Enterprises January 2015 - April 2015
Morgan Stanley Investment Management January 2015 - January 2015
Gateway Merchant September 2014 - October 2014
Apple August 2014 - October 2014
The Araca Group October 2010 - August 2014
Foster November 2009 - October 2010
AmeriMerchant October 2007 - November 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Sales, Forecasting, Accounting, Finance, Financial Analysis, Management, Banking
Education
Queens College 2008 — 2013
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics, 3.0
ASA Institute of Business and Computer Technology 2007 — 2009
Associate's degree, Business Administration and Management, General
Madison Square Garden August 2015 - Present
J.P. Morgan May 2015 - August 2015
Tribeca Enterprises January 2015 - April 2015
Morgan Stanley Investment Management January 2015 - January 2015
Gateway Merchant September 2014 - October 2014
Apple August 2014 - October 2014
The Araca Group October 2010 - August 2014
Foster November 2009 - October 2010
AmeriMerchant October 2007 - November 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing, Sales, Forecasting, Accounting, Finance, Financial Analysis, Management, Banking
Education
Queens College 2008 — 2013
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics, 3.0
ASA Institute of Business and Computer Technology 2007 — 2009
Associate's degree, Business Administration and Management, General
Chen Robert's Morgan Stanley Investment Management Experience September 2013 - April 2014
Job I am NOT looking for a job right now.
Industry Information Technology and Services
Experience
Softcom.com (Ingram Micro) January 2015 - Present
ThinkOn June 2014 - December 2014
Morgan Stanley Investment Management September 2013 - April 2014
eBay January 2007 - August 2013
Sun Microsystems July 2003 - January 2007
ZTE June 2002 - July 2003
Netrue Communications December 1999 - May 2002
Huawei April 1999 - November 1999
Skills
Solaris, Perl, Linux, Java, Cloud Computing, High Availability, Oracle, Distributed Systems, Tomcat, Unix, VMware, Unix Shell Scripting, Hadoop, Systems Engineering, System Administration, Python, SAN, Data Center, Servers, Storage, Shell Scripting, Site Operations, NetApp, NoSQL, CMDB, Architecture, Cassandra, Troubleshooting, Cluster, Databases, TCP/IP, Scalability, Apache, REST, Object Oriented Design, Big Data, Agile Methodologies
Education
Zhejiang University 1996 — 1999
Master, Computer Science
Chengdu University of Technology 1992 — 1996
Bachelor's degree, Computer Science and Engineering
Softcom.com (Ingram Micro) January 2015 - Present
ThinkOn June 2014 - December 2014
Morgan Stanley Investment Management September 2013 - April 2014
eBay January 2007 - August 2013
Sun Microsystems July 2003 - January 2007
ZTE June 2002 - July 2003
Netrue Communications December 1999 - May 2002
Huawei April 1999 - November 1999
Skills
Solaris, Perl, Linux, Java, Cloud Computing, High Availability, Oracle, Distributed Systems, Tomcat, Unix, VMware, Unix Shell Scripting, Hadoop, Systems Engineering, System Administration, Python, SAN, Data Center, Servers, Storage, Shell Scripting, Site Operations, NetApp, NoSQL, CMDB, Architecture, Cassandra, Troubleshooting, Cluster, Databases, TCP/IP, Scalability, Apache, REST, Object Oriented Design, Big Data, Agile Methodologies
Education
Zhejiang University 1996 — 1999
Master, Computer Science
Chengdu University of Technology 1992 — 1996
Bachelor's degree, Computer Science and Engineering
Melinda Dabydeen's Morgan Stanley Investment Management Experience January 2015 - Present
Job Finance Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management January 2015 - Present
Morgan Stanley Investment Management November 2012 - December 2014
Morgan Stanley Smith Barney August 2010 - November 2012
Morgan Stanley June 2009 - August 2010
Gettry Marcus Stern & Lehrer, CPA, P.C. February 2008 - June 2009
Skills
PowerPoint, Microsoft Office, Financial Reporting, Tax, Financial Analysis, Microsoft Excel, Finance, Financial Modeling, Accounting, Financial Accounting
Education
City University of New York-Brooklyn College 2013 — 2014
Master's Degree, Finance, General
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Accounting
Morgan Stanley Investment Management January 2015 - Present
Morgan Stanley Investment Management November 2012 - December 2014
Morgan Stanley Smith Barney August 2010 - November 2012
Morgan Stanley June 2009 - August 2010
Gettry Marcus Stern & Lehrer, CPA, P.C. February 2008 - June 2009
Skills
PowerPoint, Microsoft Office, Financial Reporting, Tax, Financial Analysis, Microsoft Excel, Finance, Financial Modeling, Accounting, Financial Accounting
Education
City University of New York-Brooklyn College 2013 — 2014
Master's Degree, Finance, General
Baruch College, City University of New York (CUNY) 2006 — 2010
BBA, Accounting
Julie Chun's Morgan Stanley Investment Management Experience September 2006 - November 2009
Job Senior Associate at State Street
Industry Financial Services
Experience
State Street November 2009 - Present
Morgan Stanley Investment Management September 2006 - November 2009
Education
Binghamton University
International Business
State Street November 2009 - Present
Morgan Stanley Investment Management September 2006 - November 2009
Education
Binghamton University
International Business
L. Crespo's Morgan Stanley Investment Management Experience August 1998 - July 2010
Job
Industry Financial Services
Experience
INTL Global Currencies October 2010 - August 2011
Morgan Stanley Investment Management August 1998 - July 2010
Skills
Equities, Foreign Exchange, Settlement
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Accounting
INTL Global Currencies October 2010 - August 2011
Morgan Stanley Investment Management August 1998 - July 2010
Skills
Equities, Foreign Exchange, Settlement
Education
Baruch College, City University of New York (CUNY) 1994 — 1998
BBA, Accounting
Whitneyrose Upchurch's Morgan Stanley Investment Management Experience 2009 - Present
Job Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Investment Management 2009 - Present
Merrill Lynch Investment Managers 2007 - 2009
Education
Royal College of Music 2003 — 2004
Vocal Certificate
Baylor University 1997 — 2002
Bachelor of Music, Vocal Performance
Morgan Stanley Investment Management 2009 - Present
Merrill Lynch Investment Managers 2007 - 2009
Education
Royal College of Music 2003 — 2004
Vocal Certificate
Baylor University 1997 — 2002
Bachelor of Music, Vocal Performance
Mina Widmer's Morgan Stanley Investment Management Experience August 2007 - July 2011
Job Designer
Industry Design
Experience
Cornerstone Strategic Branding May 2015 - Present
Acosta Design Inc May 2014 - May 2015
Barnes and Noble May 2014 - October 2014
Spring Design Partners September 2012 - April 2014
Glo Bar Skin Art Studio June 2012 - December 2012
Morgan Stanley Investment Management August 2007 - July 2011
Skills
Adobe Creative Suite, Illustrator, Photoshop, InDesign, Graphic Design, Packaging, Logo Design, Research, WordPress, Photography, Typography, Microsoft Excel, Microsoft Word, Microsoft Office, Marketing Strategy, Layout, Web Design, Branding, Branding & Identity, Art Direction, Illustration, Concept Development, Corporate Identity, Visual Communication, Brand Development, Creative Direction
Education
Pratt Institute 2011 — 2013
Master of Science (M.S.), Package Design and Visual Communications
City University of New York-Hunter College 2009 — 2010
Certificate if a Graphic Design, Graphic Design
The University of Georgia 2001 — 2005
Bachelor of Arts (B.A.), Political Science, 3.8 GPA
University of Georgia 2001 — 2005
Bachelor of Arts (B.A.), German Language and Literature, 3.8 GPA
Katholische Universität Eichstätt-Ingolstadt 2003 — 2004
Study Abroad Experience, German Language and Literature
Cornerstone Strategic Branding May 2015 - Present
Acosta Design Inc May 2014 - May 2015
Barnes and Noble May 2014 - October 2014
Spring Design Partners September 2012 - April 2014
Glo Bar Skin Art Studio June 2012 - December 2012
Morgan Stanley Investment Management August 2007 - July 2011
Skills
Adobe Creative Suite, Illustrator, Photoshop, InDesign, Graphic Design, Packaging, Logo Design, Research, WordPress, Photography, Typography, Microsoft Excel, Microsoft Word, Microsoft Office, Marketing Strategy, Layout, Web Design, Branding, Branding & Identity, Art Direction, Illustration, Concept Development, Corporate Identity, Visual Communication, Brand Development, Creative Direction
Education
Pratt Institute 2011 — 2013
Master of Science (M.S.), Package Design and Visual Communications
City University of New York-Hunter College 2009 — 2010
Certificate if a Graphic Design, Graphic Design
The University of Georgia 2001 — 2005
Bachelor of Arts (B.A.), Political Science, 3.8 GPA
University of Georgia 2001 — 2005
Bachelor of Arts (B.A.), German Language and Literature, 3.8 GPA
Katholische Universität Eichstätt-Ingolstadt 2003 — 2004
Study Abroad Experience, German Language and Literature
Keisha Barrow's Morgan Stanley Investment Management Experience March 2013 - Present
Job Portfolio Services Senior Associate at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management March 2013 - Present
Morgan Stanley Investment Management September 2011 - March 2013
Morgan Stanley January 2006 - September 2011
Skills
Fixed Income, Portfolio Management, Bloomberg, Derivatives, Equity Research, Capital Markets, Valuation
Education
Baruch College 2004 — 2006
Master of Business Administration (MBA), Finance, General
University of North Texas 1999 — 2002
Bachelor of Science (B.Sc.), Computer Science
Morgan Stanley Investment Management March 2013 - Present
Morgan Stanley Investment Management September 2011 - March 2013
Morgan Stanley January 2006 - September 2011
Skills
Fixed Income, Portfolio Management, Bloomberg, Derivatives, Equity Research, Capital Markets, Valuation
Education
Baruch College 2004 — 2006
Master of Business Administration (MBA), Finance, General
University of North Texas 1999 — 2002
Bachelor of Science (B.Sc.), Computer Science
Denzil E. lee's Morgan Stanley Investment Management Experience February 2008 - November 2009
Job Financial Reporting ~ Client Relationship Building ~ Asset Management ~ Securities Trading ~ Project Management
Industry Financial Services
Experience
State Street November 2009 - April 2015
Morgan Stanley Investment Management February 2008 - November 2009
Merrill Lynch February 2005 - February 2008
TD Ameritrade January 1999 - January 2005
Skills
Portfolio Management, Trading, Project Coordination, Asset Management, Investments, Mutual Funds, Securities, Finance, Fixed Income, Financial Services, Equities, Risk Management, Bloomberg, Series 7, Series 66, Series 63, Alternative Investments, Retirement Planning, Asset Allocation, Options, Derivatives
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2007
Finance and Investments, Finance
State Street November 2009 - April 2015
Morgan Stanley Investment Management February 2008 - November 2009
Merrill Lynch February 2005 - February 2008
TD Ameritrade January 1999 - January 2005
Skills
Portfolio Management, Trading, Project Coordination, Asset Management, Investments, Mutual Funds, Securities, Finance, Fixed Income, Financial Services, Equities, Risk Management, Bloomberg, Series 7, Series 66, Series 63, Alternative Investments, Retirement Planning, Asset Allocation, Options, Derivatives
Education
City University of New York-Baruch College - Zicklin School of Business 2005 — 2007
Finance and Investments, Finance
Julie Quigley's Morgan Stanley Investment Management Experience March 1998 - April 2004
Job Investment Performance Analyst at 1199 National Benefit Fund
Industry Financial Services
Experience
1199 National Benefit Fund April 2006 - December 2014
Ivy Asset Management May 2004 - August 2005
Morgan Stanley Investment Management March 1998 - April 2004
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance
St. John's University
Master of Business Administration (MBA), Quantitative Analysis
1199 National Benefit Fund April 2006 - December 2014
Ivy Asset Management May 2004 - August 2005
Morgan Stanley Investment Management March 1998 - April 2004
Education
City University of New York-Baruch College
Bachelor of Business Administration (BBA), Finance
St. John's University
Master of Business Administration (MBA), Quantitative Analysis
Kemoy Clarke's Morgan Stanley Investment Management Experience October 2014 - Present
Job RFP Writer at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management October 2014 - Present
Morgan Stanley June 2013 - August 2013
Baruch College September 2011 - May 2013
Barclays Capital May 2012 - August 2012
Barclays Capital December 2011 - December 2011
Japanese External Trade Organization (JETRO) June 2007 - August 2007
Skills
PowerPoint, Bloomberg, Financial Modeling, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Microsoft Word
Education
City University of New York-Baruch College 2011 — 2014
Bachelors of Business Arts, Finance and Investments
Oglethorpe University 2004 — 2008
Bachelor of Arts, International Relations with an Asian Concentration
Morgan Stanley Investment Management October 2014 - Present
Morgan Stanley June 2013 - August 2013
Baruch College September 2011 - May 2013
Barclays Capital May 2012 - August 2012
Barclays Capital December 2011 - December 2011
Japanese External Trade Organization (JETRO) June 2007 - August 2007
Skills
PowerPoint, Bloomberg, Financial Modeling, Financial Analysis, Bloomberg Terminal, Microsoft Excel, Microsoft Word
Education
City University of New York-Baruch College 2011 — 2014
Bachelors of Business Arts, Finance and Investments
Oglethorpe University 2004 — 2008
Bachelor of Arts, International Relations with an Asian Concentration
Catherine Kackos's Morgan Stanley Investment Management Experience June 1989 - Present
Job Executive Secretary at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management June 1989 - Present
Skills
Travel Arrangements, Asset Management, Equities, Diary Management, Investments, Bloomberg, Mutual Funds, Hedge Funds, Calendaring, Securities, Concur, Calendars, Confidentiality, Outlook, Executive Level...
Education
Holy Family Academy
Morgan Stanley Investment Management June 1989 - Present
Skills
Travel Arrangements, Asset Management, Equities, Diary Management, Investments, Bloomberg, Mutual Funds, Hedge Funds, Calendaring, Securities, Concur, Calendars, Confidentiality, Outlook, Executive Level...
Education
Holy Family Academy
Adam Pine's Morgan Stanley Investment Management Experience September 2012 - Present
Job Apprentice at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management September 2012 - Present
48 Hour Film Project 2011 - 2013
Skills
Bartending, Restaurant Management, Serve Safe Certified, New Restaurant Openings, Food & Beverage, TIPS Certified, Hospitality, Fine Dining, Wine, Customer Service, Securities Market, Series 7, Stockbroking, Stock Market, Film Production, Screenwriting, Patents, Patentability
Education
Santa Monica College 2011 — 2013
Pre-Engineering
Baruch College 2006 — 2010
Financial Planning and Services
Morgan Stanley Investment Management September 2012 - Present
48 Hour Film Project 2011 - 2013
Skills
Bartending, Restaurant Management, Serve Safe Certified, New Restaurant Openings, Food & Beverage, TIPS Certified, Hospitality, Fine Dining, Wine, Customer Service, Securities Market, Series 7, Stockbroking, Stock Market, Film Production, Screenwriting, Patents, Patentability
Education
Santa Monica College 2011 — 2013
Pre-Engineering
Baruch College 2006 — 2010
Financial Planning and Services
Bonnie Ramsdell's Morgan Stanley Investment Management Experience May 1982 - May 2007
Job retired cashier at Morgan Stanley
Industry Security and Investigations
Experience
Morgan Stanley Investment Management May 1982 - May 2007
Education
Bakersfield College
Associate of Arts (AA), Political Science and Government
Ferris State University
Morgan Stanley Investment Management May 1982 - May 2007
Education
Bakersfield College
Associate of Arts (AA), Political Science and Government
Ferris State University
Charles Golden's Morgan Stanley Investment Management Experience 1996 - 1998
Job Managing Director at Guardian Life
Industry Financial Services
Experience
Guardian Life May 2001 - Present
Barclays Investment Bank 1998 - 2001
Morgan Stanley Investment Management 1996 - 1998
Education
Adelphi University 1967 — 1969
Bachelor of Business Administration (BBA), Marketing/Finance
Lafayette College 1965 — 1967
none
Guardian Life May 2001 - Present
Barclays Investment Bank 1998 - 2001
Morgan Stanley Investment Management 1996 - 1998
Education
Adelphi University 1967 — 1969
Bachelor of Business Administration (BBA), Marketing/Finance
Lafayette College 1965 — 1967
none
Maggie Dennis's Morgan Stanley Investment Management Experience May 1984 - May 1995
Job Real Property Appraiser for Dare County Government
Industry Government Administration
Experience
Dare County Government April 2007 - Present
Morgan Stanley Investment Management May 1984 - May 1995
Skills
Legal Compliance, PowerPoint, Research, Administrative..., Data Entry, Microsoft Word, Microsoft Excel, Access, Legal Assistance, Document Review, Writing, real property appraisals, Microsoft Publisher, Sequel
Education
Adelphi University 1994 — 1995
Lawyers Assistant
Institute of Government - Chapel Hill
Dare County Government April 2007 - Present
Morgan Stanley Investment Management May 1984 - May 1995
Skills
Legal Compliance, PowerPoint, Research, Administrative..., Data Entry, Microsoft Word, Microsoft Excel, Access, Legal Assistance, Document Review, Writing, real property appraisals, Microsoft Publisher, Sequel
Education
Adelphi University 1994 — 1995
Lawyers Assistant
Institute of Government - Chapel Hill
Robert Portillo's Morgan Stanley Investment Management Experience
Job Senior program analyst at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree
Morgan Stanley Investment Management
Education
Baruch College, City University of New York (CUNY)
Bachelor's degree
Aiden Redmond's Morgan Stanley Investment Management Experience June 2014 - Present
Job Managing Director Head of Institutional Distribution at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management June 2014 - Present
Delaware Investments April 2011 - June 2014
BlackRock September 2006 - April 2011
Education
Boston College
Morgan Stanley Investment Management June 2014 - Present
Delaware Investments April 2011 - June 2014
BlackRock September 2006 - April 2011
Education
Boston College