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
Kelly David Peterson Kelly David Peterson Las Vegas, Nevada Area Details
Kelly David Peterson's Morgan Stanley Investment Management Experience September 2015 - Present
Job Morgan Stanley WAA program
Industry Financial Services
Experience
Morgan Stanley Investment Management   September 2015 - Present
Par 3 Landscape & Maintenance, Inc.   August 2007 - December 2012

Skills
Contract Management, Contract Negotiation, Customer Service, Landscaping, Sales, Project Management, New Business Development, Negotiation, Account Management, Budgets, Sales Management, Forecasting, Business Planning, Construction, Team Building, Management, Strategic Planning, Leadership, Microsoft Excel, Public Speaking, Business Development, Financial Analysis, Team Leadership, Project Planning, Operations Management

Education
Brigham Young University   2013 — 2015
Bachelor of Science (BS), Finance and Financial Management Services, 3.48

College of Southern Nevada   2009 — 2012
Business, 3.77

Ken DeGooyer Ken DeGooyer Corona Del Mar, California Details
Ken DeGooyer's Morgan Stanley Investment Management Experience 2000 - 2001
Job Orange County's best choice for luxury airport and event transportation service.
Industry Transportation/Trucking/Railroad
Experience
Newport Town Car Service   September 2006 - Present
Newport Town Car Service   September 2006 - Present
Morgan Stanley Investment Management   2000 - 2001
M&M Mars  1998 - 2000

Skills
New Business Development, Marketing Strategy, Negotiation, Operations Management, Entrepreneurship

Education
Brigham Young University   1991 — 1994

Glendale Community College   1990 — 1991

D. RIAN TIMMONS D. RIAN TIMMONS Ketchum, Idaho Details
D. RIAN TIMMONS's Morgan Stanley Investment Management Experience January 2001 - April 2002
Job OWNER at SOLARTRIDENT ENTERPRISES LLC
Industry Sporting Goods
Experience
SOLARTRIDENT ENTERPRISES LLC   January 2014 - Present
Scott Sports SA  March 2005 - December 2013
Villa Del Palmar  2005 - 2006
Private Yacht Crew   January 2002 - January 2005
Morgan Stanley Investment Management   January 2001 - April 2002
LL BEAN  August 1999 - January 2001

Skills
Marketing, Sales, SAP, Microsoft Office, Sports, Sports Marketing, Ice Hockey, Soccer, Mountain Bike, Sporting Goods, Management, Retail, Merchandising, Marketing Strategy, E-commerce

Education
University of Idaho   1997 — 1999
Bachelor of Science (BS), Marketing

Colorado State University   1995 — 1997
Bachelor of Science (BS), Business/Commerce, General

Kara Parsons Kara Parsons San Francisco Bay Area Details
Kara Parsons's Morgan Stanley Investment Management Experience December 2012 - Present
Job entreprenuer, website owner, retail, ecommerce and print on demand expert
Industry Retail
Experience
uneekee   May 2013 - Present
goplae.com   March 2013 - Present
Morgan Stanley Investment Management   December 2012 - Present
CafePress Inc.  July 2012 - March 2013
CafePress.Com  April 2010 - July 2012
Myfab.com   November 2009 - March 2010
CallWave  October 2008 - April 2009
hewlett packard  2007 - 2008
macys.com  1999 - 2007
travelsmith  1997 - 1998

Skills
Start-ups, E-commerce, Online Marketing, Online Advertising, Operations Management, Retail, Product Management, SEM, Product Marketing, Marketing Strategy, Product Development, Email Marketing, Direct Marketing, Business Strategy, New Business Development, Digital Marketing, SEO, Strategic Planning, Marketing, Analytics, Sales Process, Management, CRM, Leadership, Mobile Devices, Advertising, Business Development, Strategic Partnerships, Customer Acquisition, B2B, Entrepreneurship, Social Media Marketing, User Experience, Competitive Analysis, Strategy, Project Management, Mergers & Acquisitions, Web Analytics

Education
California State Polytechnic University-Pomona   1983 — 1987
bachelor of science, operations management

University of Paris I: Panthéon-Sorbonne   1985 — 1986
Cours Intensif Pour les Etrangers

Aley Murtaugh Aley Murtaugh Greater Philadelphia Area Details
Aley Murtaugh's Morgan Stanley Investment Management Experience May 2008 - June 2009
Job Experienced Financial Analyst & Management Reporting Professional
Industry Defense & Space
Experience
The Boeing Company  September 2009 - Present
Morgan Stanley Investment Management   May 2008 - June 2009
Morgan Stanley Investment Management   October 2006 - May 2008
Delaware Investments  June 2005 - October 2006
Delaware Investments  March 2004 - June 2005
Global Cash Access, LLC   July 2002 - December 2003
Western Union Financial Services  2001 - 2001

Skills
Financial Analysis, Forecasting, Variance Analysis, Business Analysis, Management Reporting, Budgeting, Investment Management, Budgets, Management, Cross-functional Team..., Accounting, Analysis, Asset Management, Investments, Program Management, Strategic Planning, Finance, Process Improvement

Education
Temple University   2006 — 2009
MBA

Bryn Mawr College   1998 — 2002
BA

Howard Horowitz Howard Horowitz Greater Atlanta Area Details
Howard Horowitz's Morgan Stanley Investment Management Experience 2000 - 2002
Job Experienced Investment Management Professional and Legal Assistant/Manager of Collections Department
Industry Law Practice
Experience
Stevens and Stevens LLC   May 2012 - Present
Wachovia Bank  April 2005 - February 2007
Bank of America Investments  July 2002 - January 2005
Morgan Stanley  May 2000 - July 2002
Morgan Stanley Investment Management   2000 - 2002
J.& W. Seligman   February 1987 - January 1994

Skills
Series 7, Wealth Management, Series 63, Strategic Financial..., High Net Worth..., Wealth, Legal Assistant /..., Banking, Sales, Mortgage Lending, Insurance, Investments, Asset Management, Financial Planning, Customer Service

Education
City University of New York-Brooklyn College   1979 — 1987
BA, Economics

Sheepshead Bay High School   1974 — 1978
HS, Liberal Arts and Sciences/Liberal Studies

Paul Psaila Paul Psaila Greater New York City Area Details
Paul Psaila's Morgan Stanley Investment Management Experience February 1994 - Present
Job Portfolio Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Investment Management   February 1994 - Present
Morgan Stanley Smith Barney  February 1993 - Present

Skills
Equities, Emerging Markets, Equity Research, Investments, Fixed Income, Capital Markets, Alternative Investments, Asset Managment, Portfolio Management, Valuation, Investment Banking, Bloomberg, Financial Modeling, Series 7, Securities, Private Equity, Derivatives, Financial Markets

Education
Johns Hopkins SAIS   1990 — 1992
Master's degree, International Economics

Brandeis University   1986 — 1989
Bachelor's degree, Political Economy

Stephanie McCann, CFP Stephanie McCann, CFP San Francisco, California Details
Stephanie McCann, CFP's Morgan Stanley Investment Management Experience May 2004 - October 2006
Job Senior Financial Analyst, Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  October 2006 - Present
Morgan Stanley Investment Management   May 2004 - October 2006
Merrill Lynch  June 2000 - May 2003
Mercer  April 1999 - June 2000

Skills
Certified Financial..., Key Client Relationships, Financial Analysis, Financial Reporting, Investment Advisory, Private Banking, Cash Flow, Cash Management, Estate Tax Planning, Personal Tax Planning, Strategic Planning, Service Coordination, Problem Solving, Customer Relations, Certified Divorce..., High Net Worth..., Asset Management, Loans, Insurance, Retirement Planning, Wealth Management, Wealth Management..., Financial Services, Financial Risk, Customer Experience, Client Liaison, Wealth Preservation..., Options, Securities, Private Equity, Equity Derivatives, Restricted Stock, Bonds, Actuarial Science, Philanthropy, Family Office, Portfolio Management

Education
College for Financial Planning   2002 — 2003
Financial Planning and Services

University of Washington   1995 — 1999
Bachelor of Arts (B.A.), Mathematics

Maggie Bonner Smith Maggie Bonner Smith Greater New York City Area Details
Maggie Bonner Smith's Morgan Stanley Investment Management Experience 1996 - 2002
Job Client Service Associate at UBS Financial Services
Industry Investment Management
Experience
UBS Financial Services  October 2013 - Present
Morgan Stanley Investment Management   1996 - 2002
Morgan Stanley Investment Management   1996 - 2002

Education
Boston College   1991 — 1995
Bachelor of Arts (B.A.), Human Resources Management and Services, and Early Childhood Education

Boston College   1991 — 1995

Resurrection

Resurrection

Catherine Winner Catherine Winner Greater New York City Area Details
Catherine Winner's Morgan Stanley Investment Management Experience February 2015 - Present
Job Vice President, Corporate Governance at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   February 2015 - Present
Lord Abbett & Co LLC  January 2013 - February 2015
Lord Abbett  October 2004 - February 2013

Skills
Mutual Funds, Due Diligence, Risk Management, Corporate Actions, Bloomberg, Corporate Governance, Proxy Voting

Education
Fordham University - Graduate School of Business Administration   2005 — 2009
MBA, Finance

Colgate University   1998 — 2002
BA, Economics

James S. Firestone James S. Firestone Greater Los Angeles Area Details
James S. Firestone's Morgan Stanley Investment Management Experience 2002 - 2002
Job Director, Strategic Accounts at Robert Half International
Industry Staffing and Recruiting
Experience
Robert Half International  March 2006 - Present
Morgan Stanley Investment Management   2002 - 2002

Skills
Recruiting, Account Management, Contract Recruitment, Technical Recruiting, Applicant Tracking..., Talent Acquisition, Temporary Placement, Client Development, Salesforce.com, Business Development, Staff Augmentation, Contract Management, Accounting, Finance, Financial Statements, Securities, Project Management, Project Coordination, Training, CRM, Human Resources, Management, Temporary Staffing, Interviews, Financial Services, Customer Service, Leadership, Cold Calling, Staffing Services, Internet Recruiting, Strategy

Education
Cleveland State University
Bachelor of Business Administration, Finance

Karma Tshering Karma Tshering New York, New York Details
Karma Tshering's Morgan Stanley Investment Management Experience January 2014 - Present
Job Risk manager
Industry Banking
Experience
Morgan Stanley Investment Management   January 2014 - Present
LCH.Clearnet  October 2012 - December 2013
Angela Lemos LLC   January 2008 - April 2012
Credit Suisse  January 2000 - December 2003

Skills
Software Project..., Financial Modeling, Strategic Consulting, Web Development, Small Business, Strategic Financial..., IT contract negotiation, Mergers & Acquisitions, Integration, Customer Service, Microsoft Office, Business Analysis, SDLC, Databases, Risk Management, Social Media

Education
Stern School of Buusines   2011 — 2013
Master of Busines Administration (M.B.A.), Management Information Systems and Services

Hunter College   2001 — 2004
Bachelor of Business Administration (B.B.A.), Economics

David T Jones David T Jones Greater Chicago Area Details
David T Jones's Morgan Stanley Investment Management Experience 2001 - 2007
Job Sr Support Engineer at JustFab Inc.
Industry Information Technology and Services
Experience
JustFab Inc.  June 2015 - Present
Column Technologies  March 2013 - May 2015
Bank of America  April 2010 - March 2013
BP  November 2007 - April 2010
Morgan Stanley  2001 - 2007
Van Kampen  2001 - 2007
Van Kampen Funds  2001 - 2007
Morgan Stanley Investment Management   2001 - 2007
Motorola  1998 - 2001
Compaq  1998 - 2001

Skills
Windows, Technical Support, Unix, Active Directory, XML, Management, Network Administration, Vendor Management, Business Analysis, Project Management, Help Desk Support, Disaster Recovery, IT Strategy, Application Support, Process Improvement, SharePoint, Recruiting, Software Documentation, Business Intelligence, Information Technology, Databases, ITIL, IT Service Management, Software Development, Visio, Cloud Computing

Education
College of DuPage   1993 — 1995

Naperville North

Elaine Bourke Elaine Bourke Greater New York City Area Details
Elaine Bourke's Morgan Stanley Investment Management Experience June 2006 - March 2008
Job Product Specialist/Client Portfolio Manager
Industry Banking
Experience
Credit Suisse Asset Management  March 2008 - Present
Morgan Stanley Investment Management   June 2006 - March 2008
The A Team, LLC   December 2002 - June 2006

Skills
Alternative Investments, Product Management, Marketing Communications, Hedge Funds, Investor Relations, Marketing, Business Development, Asset Managment, Equities, Investments, Mutual Funds, Fixed Income, Derivatives, Private Equity, Investment Management, ETFs, Emerging Markets, Options, Bloomberg, Asset Management, Series 7, Structured Products, Financial Markets, Series 63, Financial Services, Fund Of Funds, Investment Strategies, Institutional..., Wealth Management, Relationship Management, High Net Worth..., Finance, series 3

Education
Columbia University in the City of New York
Enrolled in the Executive MBA program (expected graduation May 2016)

Canisius College   1998 — 2002
Bachelor of Science - Dual Degree, Management & Marketing

Laurence Lau, CFA Laurence Lau, CFA Cambridge, Massachusetts Details
Laurence Lau, CFA's Morgan Stanley Investment Management Experience June 2006 - August 2006
Job MBA Candidate at MIT Sloan School of Management
Industry Primary/Secondary Education
Experience
AIG  October 2013 - July 2014
OppenheimerFunds  July 2010 - May 2013
Self  December 2011 - January 2013
Oppenheimer & Co.   February 2010 - July 2010
BNY ConvergEx  August 2008 - January 2010
Carnegie Mellon University  March 2007 - May 2008
Lehman Brothers  May 2007 - August 2007
Morgan Stanley Investment Management   June 2006 - August 2006
eHire  June 2005 - July 2005

Skills
Automation, Financial Modeling, Fixed Income, Microsoft Excel, Equities, Capital Markets, Analysis, Finance, Data Analysis, Financial Analysis, Management

Education
Massachusetts Institute of Technology - Sloan School of Management   2014 — 2016
Master of Business Administration (MBA)

Carnegie Mellon University   2004 — 2008
B.S, Information Systems

Archbishop Molloy High School   2000 — 2004

Harry Garcia Harry Garcia New York, New York Details
Harry Garcia's Morgan Stanley Investment Management Experience June 2014 - August 2014
Job MBA Candidate 2015 at Columbia Business School
Industry Investment Management
Experience
Maguire Asset Management   February 2015 - April 2015
Hawkshaw Special Situations Research   October 2014 - January 2015
Morgan Stanley Investment Management   June 2014 - August 2014
NBCUniversal, Inc.   December 2011 - June 2013
Reternal Ability Investments, LLC   May 2010 - December 2011
Palisades Investment Partners  2006 - 2010

Education
Columbia University - Columbia Business School   2013 — 2015
Master of Business Administration (MBA)

University of California, Los Angeles   2003 — 2006
B.A.

Danny Greenberger Danny Greenberger Chicago, Illinois Details
Danny Greenberger's Morgan Stanley Investment Management Experience July 2006 - June 2008
Job Chief Investment Officer and Managing Director at Citrine Investment Group
Industry Real Estate
Experience
Citrine Investment Group   May 2014 - Present
GEM Realty Capital  January 2012 - April 2014
GEM Realty Capital  July 2008 - January 2012
Morgan Stanley Investment Management   July 2006 - June 2008

Skills
Real Estate, Value Investing, Housing Finance, Fundamental Analysis, Bloomberg, Research, Writing

Education
University of Michigan   2004 — 2006
Bachelor of Arts (B.A.)

Carleton College   2002 — 2004

Ericka Fitzpatrick Ericka Fitzpatrick Miami Beach, Florida Details
Ericka Fitzpatrick's Morgan Stanley Investment Management Experience June 2006 - August 2010
Job Vice President in Financial Services
Industry Financial Services
Experience
Bank of New York Mellon  May 2011 - October 2012
UBS Investment Bank  September 2010 - April 2011
Morgan Stanley Investment Management   June 2006 - August 2010

Skills
Knowlegde of tangible..., Locational Arbitrage:..., Time Arbitrage: peak..., Risk Arbitrage:..., Hedge Funds, Equities, Fixed Income, Derivatives, Bloomberg, Alternative Investments, Equity Derivatives, Capital Markets, Prime Brokerage, Trading, Options, Investment Banking, Credit Derivatives, Structured Products, Swaps, Trading Systems, Equity Research, Bonds, Equity Trading, Electronic Trading, SAP, Mainframe, Omega, Lexis/Nexis, Windows 2000, Windows XP Pro, MS Office 2003-2010, MS Visual Basic, SQL, BDQ (business..., Internet, World Wide Web, IBM PC, Mac + PC, Socrates, Holmes, FOS, Julius, Frisk, Laredo, Tempest Plus, CRR, IDEFT, FMC, Bridget, LOCO

Education
Colgate University   2002 — 2006
Bachelor of Arts (BA), Dual Major in Economics & International Relations

Farid Mirzababayev Farid Mirzababayev Canyon Country, California Details
Farid Mirzababayev's Morgan Stanley Investment Management Experience March 2002 - January 2007
Job Treasury Management at East West Bank
Industry Financial Services
Experience
East West Bank  October 2014 - Present
Comerica Bank  March 2010 - October 2014
Oppenheimer & Co, Inc.   July 2008 - January 2010
UBS Financial Services Inc.  January 2007 - July 2008
Morgan Stanley Investment Management   March 2002 - January 2007

Skills
Portfolio Management, Entrepreneur, Customer Relations, Team Leadership, Process Improvement, Multi Tasking, Foreign Languages, Real Estate, Marketing Strategy, Account Management, Market Research, Investment Properties, Project Management, Entrepreneurship, Banking, Customer Service, Investments, Strategy, Financial Analysis, Credit, Business Strategy, Analysis, Management, Risk Management, Financial Services, Marketing, Asset Management, Wealth Management, Business Development, Credit Analysis, Finance, Business Planning, Investment Banking, Private Equity, Securities, Forecasting, Mergers & Acquisitions, Training, Financial Risk, Insurance, Accounting, Retail Banking, Sales, Commercial Banking, Corporate Finance, Asset Allocation, Due Diligence, Financial Modeling, Strategic Financial..., Loans

Education
Abraham Lincoln School of Law   2011 — 2014
J.D. Juris Doctor, Law

California State University-Northridge   2003 — 2006
B.S., Political Science/Foreign Relations

Santa Monica College   2000 — 2003
A.A., Economics, Major in Finance

Fairfax High School   1997 — 2000
Diploma, General Studies, Fairfax High School, Los Angeles Califronia

Gabriela Soppelsa Gabriela Soppelsa Greater New York City Area Details
Gabriela Soppelsa's Morgan Stanley Investment Management Experience June 2002 - Present
Job Managing Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   June 2002 - Present
Morgan Stanley Firm Risk Managment   August 1999 - June 2002
Bankers Trust  1990 - 1999

Education
Carleton University
M.Sc. Mathematics and Statistics

MIT Sloan School of Management
MBA

University of Ottawa / Université d'Ottawa
BA Economics

Isaac May Isaac May Nashville, Tennessee Details
Isaac May's Morgan Stanley Investment Management Experience June 2012 - August 2012
Job Student at Bowdoin College
Industry Computer Software
Experience
Harding Loevner LP  August 2015 - Present
ABS Consulting  June 2014 - August 2014
Morgan Stanley Investment Management   June 2012 - August 2012
Camp Nebagamon  June 2011 - August 2011

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, C

Education
Bowdoin College   2011 — 2015
Bachelor of Arts (B.A.), Computer Science and History

University School of Nashville   2007 — 2011

John Motley John Motley Atlantic Highlands, New Jersey Details
John Motley's Morgan Stanley Investment Management Experience June 2015 - Present
Job Global Equity Trading Intern at Morgan Stanley Investment Management
Industry Investment Banking
Experience
Morgan Stanley Investment Management   June 2015 - Present
Beacon Hill Country Club  May 2013 - August 2015
LOG-NET, Inc.   June 2011 - August 2012

Skills
Trade Cost Analysis, Trade Compliance, US Equity Products, Bloomberg Software, Bloomberg Terminal, Economics, Microsoft Office, Public Speaking, Social Media Marketing, Microsoft Excel, Windows, Team Leadership, Event Planning, Customer Service, Web Applications, Social Promotion, Music Production, Martial Arts

Education
Boston University   2012 — 2016
Bachelors of Arts, Economics

Christian Brothers Academy   2008 — 2012
High School

Peter Krawczyk Peter Krawczyk Greater New York City Area Details
Peter Krawczyk's Morgan Stanley Investment Management Experience June 2013 - October 2014
Job Investment Banking Analyst at Barclays
Industry Financial Services
Experience
Barclays  October 2014 - Present
Morgan Stanley Investment Management   June 2013 - October 2014
Nomura  May 2012 - August 2012

Skills
Java, Fixed Income, Equities, Bloomberg, Financial Modeling, Equity Derivatives, Strategy, Global Macro, Capital Markets, Derivatives, Investment Banking, Hedge Funds, Bloomberg Terminal, Valuation, Stata, Economics, Corporate Finance, Financial Markets, R, Investments, Data Analysis, Financial Analysis

Education
Columbia University in the City of New York   2009 — 2013
Bachelor's Degree, Economics and Mathematics-Statistics, Cum Laude

Choate Rosemary Hall   2004 — 2008

Serafino Bueti Serafino Bueti New York, New York Details
Serafino Bueti's Morgan Stanley Investment Management Experience December 2014 - Present
Job Associate Intermediary and Institutional Distribution Latin America at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   December 2014 - Present
Morgan Stanley  March 2012 - Present
Hudson Valley Bank  September 2011 - March 2012
Hudson Valley Bank  July 2010 - September 2011
Hudson Valley Bank  October 2008 - July 2010
Ambassador Financial Services, LLC   May 2007 - August 2007

Skills
Banking, Retail Banking, Microsoft Office, Credit, Loans, Commercial Banking, Financial Services

Education
Boston College   2004 — 2008
B.A., Mathematics

Michelle Kaufman Michelle Kaufman Greater New York City Area Details
Michelle Kaufman's Morgan Stanley Investment Management Experience September 1993 - April 2006
Job Owner, Michelle Kaufman Company
Industry Fine Art
Experience
Michelle Kaufman Company   2007 - Present
Morgan Stanley Investment Management   September 1993 - April 2006
Morgan Stanley  1993 - 2006
Morgan Stanley (formerly Dean Witter)   1993 - 2006
Dean Witter InterCapital  1993 - 1997
First Manhattan Company   January 1989 - October 1992
Martin Simpson & Company   1987 - 1989

Skills
Portfolio Management, Securities, Entrepreneurship, Investments, Mutual Funds, Asset Management, Art, Photography, Social Media, Asset Managment, Painting, Fundraising, Public Speaking, Business Development, Editing, Research, Non-profits, Marketing, Installation Art

Education
City University of New York-Hunter College   2007 — 2010
Painting, Photography, Video, Installation Art

Bryn Mawr College   1982 — 1986
BA, Economics

Marla Napurano Marla Napurano Greater New York City Area Details
Marla Napurano's Morgan Stanley Investment Management Experience June 2007 - June 2013
Job Sr. Sales Associate at Morgan Stanley Private Wealth Management
Industry Capital Markets
Experience
Morgan Stanley Private Wealth Management  June 2013 - Present
Morgan Stanley Investment Management   June 2007 - June 2013

Skills
Series 7, Series 66, EMT

Education
Boston University   2002 — 2007
BS, Business Administration with concentrations in Finance and Organizational Behavior

Kent Place   1992 — 2002

Jamie Hardy Jamie Hardy Greater Denver Area Details
Jamie Hardy's Morgan Stanley Investment Management Experience 2000 - 2002
Job Healthcare Banking Manager/Senior VP @ Guaranty Bank and Trust Company
Industry Banking
Experience
Guaranty Bank and Trust Company  November 2014 - Present
Home State Bank  January 2008 - November 2014
First National Bank of Omaha  2005 - January 2008
Wells Fargo  2002 - 2005
Morgan Stanley Investment Management   2000 - 2002

Skills
Series 7, Series 63, Series 65, Fluent in Spanish, Finance, Commercial Real Estate, Working Capital..., Loans, Commercial Lending, Small Business Lending, Credit, Commercial Banking, Banking, Credit Analysis, Portfolio Management, Insurance, Retail Banking, Management

Education
Graduate School of Banking @ Colorado   2010 — 2012
Graduate Degree, Banking, Finance

University of Utah   1998 — 2001
BA

Brigham Young University - Idaho   1997 — 1998
General Studies

Brigham Young University - Idaho   1994 — 1995
General Studies

Fairview HS   1991 — 1994
HS Diploma

Jennifer Haylor Milacci Jennifer Haylor Milacci Greater New York City Area Details
Jennifer Haylor Milacci's Morgan Stanley Investment Management Experience June 2003 - August 2003
Job Managing Director at Renaissance Technologies
Industry Financial Services
Experience
Renaissance Technologies  August 2005 - Present
Banc of America Securities  March 2005 - August 2005
Morgan Stanley Investment Management   June 2003 - August 2003
Putnam Investments  October 1995 - April 2002

Education
New York University - Leonard N. Stern School of Business   2002 — 2004
MBA, Finance, International Business

Carnegie Mellon University   1991 — 1995
BS

Bexley High School   1987 — 1991

Montrose

Peter Nicolas, CFA Peter Nicolas, CFA Greater Boston Area Details
Peter Nicolas, CFA's Morgan Stanley Investment Management Experience August 1997 - July 2007
Job Senior VicePresident at Navellier and Associates
Industry Investment Management
Experience
Navellier and Associates   March 2011 - Present
Cabot Money Management  June 2009 - September 2010
Tuckerbrook Alternative Investments  September 2007 - June 2009
Morgan Stanley Investment Management   August 1997 - July 2007
John Hancock Funds  1991 - 1994
John Hancock Funds  1991 - 1994

Skills
FINRA Series 7 licensed, Portfolio Management, Investments, Alternative Investments, Asset Management, Mutual Funds, Equities, Wealth Management, Series 7, Asset Allocation, Retirement Planning

Education
Boston College - Wallace E. Carroll Graduate School of Management   1994 — 1996
M.S., Finance

Boston College   1978 — 1982
B.S., Economics & Biology

Susie Duke Susie Duke Greater Atlanta Area Details
Susie Duke's Morgan Stanley Investment Management Experience 1984 - 2003
Job Claims Manager and Office Supervisor at Saville Public Entity
Industry Insurance
Experience
Saville Public Entity   September 2012 - Present
Self employed financial counselor   September 2009 - November 2012
Inside Gwinnett Magazine   2005 - 2007
Morgan Stanley Investment Management   1984 - 2003

Skills
Strategic Financial..., Separately Managed..., Asset Managment, Personal Finance, Investments

Education
Financial Recovery Institute   2009 — 2009
Financial Counseling

College for Financial Planning   1988 — 1991
CFP, Financial Planning

Sewanee-The University of the South   1979 — 1983
B A, English

Darlington School   1972 — 1979

Janet Webb, MBA Janet Webb, MBA Columbus, Ohio Area Details
Janet Webb, MBA's Morgan Stanley Investment Management Experience May 2005 - September 2006
Job
Industry Financial Services
Experience
Manning-Napier Advisors, Inc.   January 2011 - Present
Telhio Credit Union  September 2006 - Present
Morgan Stanley Investment Management   May 2005 - September 2006
Morgan Stanley  May 2005 - September 2006
Banc One Investment Management Group  August 1998 - May 2004
Banc One Investment Management Group  January 1998 - January 2003

Education
Ohio Dominican University   2007 — 2009
MBA

Capital University - School of Management   2000 — 2004
BA, Management

American Institute of Banking
Applied Diploma

Capital University
Bachelor of Arts, Management

Columbus State Community College
Associate, Banking & Finance

Ohio Dominican
MBA

David Montecinos David Montecinos Lehi, Utah Details
David Montecinos's Morgan Stanley Investment Management Experience November 2012 - Present
Job Financial Advisor Broker at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   November 2012 - Present
Wells Fargo Advisors  September 2011 - November 2012
E*TRADE Financial Corporation  September 2007 - September 2011

Education
Western Governors University   2011 — 2013
Master of Business Administration (M.B.A.), Business Administration and Strategy

Brigham Young University   2000 — 2004
Bachelor's degree, Portuguese Language and Literature MINOR Business Management

Maria Celeste Maria Celeste United States Details
Maria Celeste's Morgan Stanley Investment Management Experience 1994 - 2009
Job Gems by Celestial Dancer™…Center For Creative Healing™
Industry
Experience
Beachbody  December 2013 - Present
Gems by Celestial Dancer tm   1996 - Present
Morgan Stanley Investment Management   1994 - 2009

Skills
Public Speaking, Leadership Development, Event Planning, Equity Derivatives, Coaching, Investments, Microsoft Excel, Microsoft Office, Small Business, Personal Development, Online Marketing, Entrepreneurship, Strategic Planning, Team Building, Fundraising, Marketing Strategy, Customer Service, Real Estate, Equity Research, Marketing, Management Consulting, Research, Meditation

Education
Boston College - Wallace E. Carroll Graduate School of Management
Master of Business Administration (MBA), Accounting and Finance

Crystalis Institute
Crystal Resonance Therapy, Healing Arts, Practitioner Therapist

linda borman linda borman Boston, Massachusetts Details
linda borman's Morgan Stanley Investment Management Experience 1986 - 2011
Job Finance at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank  June 2011 - Present
Morgan Stanley Investment Management   1986 - 2011
Morgan Stanley  1986 - 2011
Morgan Stanley  1986 - 2011

Skills
Equities, Hedge Funds, Sales, Fixed Income, Capital Markets, Bloomberg

Education
Boston College   1982 — 1986
BS, English Literature

St Vincent Ferrer High School   1978 — 1982

Jai Il (Jerry) Kim Jai Il (Jerry) Kim Palo Alto, California Details
Jai Il (Jerry) Kim's Morgan Stanley Investment Management Experience February 2007 - December 2010
Job Sr. Product Marketing Manager at VMware
Industry Information Technology and Services
Experience
VMware  July 2013 - Present
Morgan Stanley  June 2012 - August 2012
Morgan Stanley Investment Management   February 2007 - December 2010
Nexon  June 2003 - December 2005

Skills
Valuation, Financial Modeling, Software Engineering, C++, Java, SQL, Analytics, Strategy

Education
Columbia University - Columbia Business School   2011 — 2013
Master of Business Administration (MBA)

Seoul National University   1999 — 2007
BS, Electrical Engineering

Michael Tobin Michael Tobin Greater San Diego Area Details
Michael Tobin's Morgan Stanley Investment Management Experience April 2003 - June 2010
Job Western Divisional Sales Manager at Hartford Funds
Industry Financial Services
Experience
LPL Financial  October 2010 - June 2013
Invesco Ltd.  June 2010 - October 2010
Morgan Stanley Investment Management   April 2003 - June 2010
Alliance Capital Management  December 1996 - April 2003

Skills
Sales, Series 24, 401k, Apparel, Series 7, Series 63, Mutual Funds, Alternative Investments, Asset Allocation, Investments, Wealth Management, Asset Management, Securities, Investment Advisory

Education
Boston College   1985 — 1989
Bachelor of Science (B.S.), Finance, General

Max Egan Max Egan Greater Philadelphia Area Details
Max Egan's Morgan Stanley Investment Management Experience July 2012 - Present
Job
Industry Investment Management
Experience
Morgan Stanley Investment Management   July 2012 - Present
American Century Investments  May 2011 - August 2011
NERA Economic Consulting  July 2006 - July 2010
Carnegie Mellon University  May 2005 - August 2005

Skills
Bloomberg, Stata, Eviews, Factset, SAS, Java, Visual Basic, Quantitative Analysis, Asset Management, Econometrics, Quantitative Analytics

Education
Carnegie Mellon University - Tepper School of Business   2010 — 2012
MBA, Finance

Carnegie Mellon University   2002 — 2006
BS, Economics

Lisa Buhain Winslow Lisa Buhain Winslow Greater New York City Area Details
Lisa Buhain Winslow's Morgan Stanley Investment Management Experience 2009 - Present
Job at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   2009 - Present
Merrill Lynch  2003 - 2009
Merrill Lynch  2001 - 2003
Merrill Lynch  1998 - 2001
ML International Ltd.   1997 - 1998

Skills
Capital Markets, Fixed Income, Derivatives, Hedge Funds, Loans, Portfolio Management, Strategy, Trading

Education
Boston University   1993 — 1997
BA

Gabriella Gallo, AIF® Gabriella Gallo, AIF® Greater Boston Area Details
Gabriella Gallo, AIF®'s Morgan Stanley Investment Management Experience October 1996 - February 2000
Job Senior Level Compliance Executive
Industry Financial Services
Experience
Brown Brothers Harriman  January 2014 - Present
Wellington Management  March 2013 - June 2013
Sentinel Benefits & Financial Group  February 2011 - October 2012
Sentinel Benefits & Financial Group  November 2010 - February 2011
State Street Bank (State Street Global Advisors)   November 2007 - January 2009
AXA Equitable  March 2001 - April 2007
Guardian Life Insurance Company (Park Avenue Securities, Inc.)   February 2000 - February 2001
Morgan Stanley Investment Management   October 1996 - February 2000
Oppenheimer & Co.   July 1995 - October 1996
Van Eck Global  August 1992 - July 1995

Skills
FINRA, Investments, Process Improvement, Leadership, Change Management, Management, Project Management, Series 63, Mutual Funds, Series 24, Securities, Team Building, Investment Advisory, AML, Asset Managment, Series 7, Series 65, Series 99, Risk Management, 401k, Financial Services

Education
Brandeis University   1986 — 1990
BA, Major: Political Science; Minor: Legal Studies

Diana Merenda Diana Merenda Greater New York City Area Details
Diana Merenda's Morgan Stanley Investment Management Experience 2000 - 2001
Job Client Service & Marketing Development Expert || Consultant, Trainer, Author, Speaker
Industry Financial Services
Experience
Baruch College, Zicklin School of Business  January 2015 - Present
Client Lifecycle Solutions LLC, Client Lifecycle Exchange®   June 2012 - Present
Guggenheim Partners  March 2011 - April 2012
Incorporated Village of Plandome Heights   April 2005 - March 2012
Cutwater Asset Management (aka MBIA Asset Management)   November 2009 - January 2011
S C O P E   2005 - 2010
Bear Stearns Asset Management / JPMC   September 2007 - March 2009
Deutsche Asset Management  March 2001 - August 2007
Morgan Stanley Investment Management   2000 - 2001
Lazard Asset Management  1994 - 2000

Skills
Entrepreneurship, Process Improvement, Risk Management, Strategy, CRM, Staff Development, Management, Marketing Management, Asset Management, Leadership, Engaging Public Speaker, Superior Client Service, Problem Solving, GIPS Compliance, Internal Audit, Project Management, Collaborative Leadership, Strengthening Client..., Collateral Management, New Business Development, Policy Writing, Data Management for..., Department Budgeting, RFP Management, Fixed Income, Sales, Chief of Staff, Chief Administrative..., New Business..., Lean Disruptive Thinking, Relationship Management, Public Speaking, Financial Modeling, Executive Management, Team Building, Training, Securities, Policy, Team Leadership, Vendor Management, Business Analysis, Private Equity, Cross-functional Team..., ETFs, Operations Management, Disruptive Technologies, Mentoring, Institutional..., Mergers, Research

Education
Baruch College, Zicklin School of Business, MBA Business Policy
MBA, Business Policy & Strategy; BA in Communications from Hunter College

The Landmark Curriculum for Living   2014 — 2015
Effective Communication & Interpersonal Relations

Entrepreneurship - Hofstra University   2012 — 2013
Entrepreneurship/Entrepreneurial Studies, Won First Prize - Best Business Plan, Capital One Bank

Founder Institute - New York Division
Entrepreneurial and Small Business Operations

Claritas Investment Certificate
Claritas® Investment Certificate, CFA Institute ID #6916469, Asset Management

Project Management - Hofstra University
Project Management Courses

City University of New York-Hunter College
Bachelor's degree, Communications Major, Education Minor

Dale Carnegie Leadership Course - Lazard

Six Sigma Green Belt - Deutsche Bank

Thomas Santapau Thomas Santapau Greater Philadelphia Area Details
Thomas Santapau's Morgan Stanley Investment Management Experience February 1999 - August 2008
Job Information Technology
Industry Information Technology and Services
Experience
TGS Consulting   September 2008 - Present
Morgan Stanley Investment Management   February 1999 - August 2008
Morgan Stanley Trust FSB   1999 - 2008
American Re-Insurance Company  1990 - 1996

Skills
Business Analysis, Software Development, ITIL, Derivatives, Mutual Funds, Management, Options, Hedge Funds, Bonds, Portfolio Management, Information Technology, Leadership, Trading Systems, SDLC, Financial Services, Requirements Gathering, Business Process, Solution Selling, Vendor Management, Fixed Income, Quality Assurance, Securities, Alternative Investments, IT Strategy, Trading, Project Management, Investments, Equities, Consulting, Six Sigma, Banking, Electronic Trading, Risk Management

Education
New York University   2010 — 2010
SCPS, Financial Risk Management Certificate

Bucks County Community College
AA, Business Administration

Rutgers, The State University of New Jersey-Newark
BS, Business Management

Harold Schaaff Harold Schaaff New York, New York Details
Harold Schaaff's Morgan Stanley Investment Management Experience 1989 - 2001
Job Managing Director and General Counsel at Aetos Capital, LLC
Industry Investment Management
Experience
Aetos Capital, LP   March 2001 - Present
Aetos Capital  2001 - Present
Morgan Stanley Investment Management   1989 - 2001
Sullivan & Cromwell LLP  1985 - 1989

Skills
Hedge Funds, Investment Management, Private Equity, Alternative Investments, Equities, Investments, Asset Managment

Education
University of California, Los Angeles - School of Law   1982 — 1985
Juris Doctor

Brown University   1978 — 1982
Bachelor's degree, History

Lincoln Isetta Lincoln Isetta San Francisco, California Details
Lincoln Isetta's Morgan Stanley Investment Management Experience January 2011 - Present
Job Managing Principal at Morgan Stanley Expansion Capital
Industry Venture Capital & Private Equity
Experience
Morgan Stanley Investment Management   January 2011 - Present
Morgan Stanley  1998 - 2011

Skills
Equities, Private Equity, Asset Management, Alternative Investments, Entrepreneurship, Fixed Income, Valuation, Capital Markets, Hedge Funds, Investment Banking, Investments, LBO, Emerging Markets

Education
Boston College

Oxford University

Eileen N. Carey Eileen N. Carey Greater New York City Area Details
Eileen N. Carey's Morgan Stanley Investment Management Experience November 2004 - February 2008
Job Executive Assistant at Citi
Industry Financial Services
Experience
Citi  April 2015 - Present
Citi  July 2013 - March 2015
Citi  March 2012 - July 2013
Citi  November 2010 - March 2012
The ExecuSearch Group  May 2010 - June 2010
The ExecuSearch Group  July 2009 - April 2010
Morgan Stanley Investment Management   November 2004 - February 2008
BNP Paribas  February 2001 - October 2004

Skills
Outlook, Administrative..., Recruiting, Human Resources, PowerPoint, Microsoft Word, Budgets, Marketing, Management, Microsoft Office, Teamwork, Editing, Time Management, Microsoft Excel, Invoicing, Employee Relations, Finance, Onboarding, Interviews, Accounting, Office Management, PeopleSoft, Insurance, Administrative...

Education
City University of New York   2015 — 2019
Associates, Liberal Arts

City University of New York-John Jay College of Criminal Justice   2012 — 2016
Bachelor's degree, Criminology

Kerim Orozaliyev Kerim Orozaliyev Greater New York City Area Details
Kerim Orozaliyev's Morgan Stanley Investment Management Experience February 2006 - Present
Job Director at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   February 2006 - Present
UBS  September 2004 - January 2005

Skills
Emerging Markets, Bloomberg, Hedge Funds, Equities, Fixed Income, Investments, Private Equity, Alternative Investments, Investment Banking, Asset Managment, Capital Markets, Portfolio Management, Derivatives, Corporate Finance, Bonds, Equity Research, Financial Modeling, Asset Management

Education
Columbia University - School of International and Public Affairs   2009 — 2011
EMPA, International Economic Policy and Management

City University of New York-Brooklyn College   2001 — 2005
BS, Finance, General

Marilyn Cranney Marilyn Cranney Greater New York City Area Details
Marilyn Cranney's Morgan Stanley Investment Management Experience February 1981 - May 2005
Job Independent Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Investment Management   February 1981 - May 2005
Cravath, Swaine & Moore LLP   September 1979 - January 1981

Skills
Securities, Mutual Funds, Investment Advisory, Wealth Management, Financial Services, Investments, Due Diligence, Investment Management

Education
New York University School of Law   1980 — 1984
L.L.M., Tax

University of Utah S.J. Quinney College of Law   1976 — 1979
J.D., Law

Brigham Young University   1970 — 1975
M.A., History

Brandeis University   1966 — 1970
B.A., History

Dana Dick Dana Dick Greater New York City Area Details
Dana Dick's Morgan Stanley Investment Management Experience 2005 - 2007
Job Creative Resource Manager / Executive Assistant at Ogilvy & Mather
Industry Marketing and Advertising
Experience
Ogilvy & Mather Advertising  2013 - Present
Ogilvy & Mather Advertising  2010 - 2013
Epoch Investment Partners  2007 - 2010
Morgan Stanley Investment Management   2005 - 2007
Goldman Sachs Asset Management  2003 - 2005

Skills
Creative Resourcing, Recruiting, Office Management, Event Planning, Marketing Communications, Event Management, Research, Project Management, Social Media, Training & Development, Advertising, Social Media Marketing

Education
City University of New York-Hunter College
Bachelor of Arts (B.A.), History

Andrew Chapman Andrew Chapman New York, New York Details
Andrew Chapman's Morgan Stanley Investment Management Experience December 2014 - January 2015
Job Incoming Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  September 2015 - Present
Credit Suisse  June 2015 - August 2015
Morgan Stanley Investment Management   December 2014 - January 2015
Tudor Investment Corporation  June 2014 - August 2014
Morgan Stanley Investment Management   May 2013 - August 2013
MBF Clearing Corp.  June 2012 - August 2012

Education
Columbia University in the City of New York   2011 — 2015
Bachelor of Arts (B.A.), Economics

Columbia University - Fu Foundation School of Engineering and Applied Science
Bachelor of Science (B.S.), Civil Engineering

Daniel Hand High School   2007 — 2011
High School

Mallory Will Mallory Will Greater New York City Area Details
Mallory Will's Morgan Stanley Investment Management Experience February 2015 - Present
Job Global Liquidity Product Analyst at Morgan Stanley, CFA Level II Candidate
Industry Investment Management
Experience
Morgan Stanley Investment Management   February 2015 - Present
Neuberger Berman  January 2014 - February 2015
College of the Holy Cross Investment Office   January 2013 - May 2013
Thesis Fund Management   May 2012 - July 2012
Washington International Business Council   January 2012 - April 2012
Itron  June 2011 - August 2011

Skills
Financial Modeling, Investments, Research, Financial Analysis, Finance, Bloomberg, Microsoft Office, Economics, Equities, Portfolio Management, Microsoft Excel, Bloomberg Terminal, Credit Analysis, Econometrics, PowerPoint, Microsoft Word, Commercial Lending, Statistics, Statistical Data..., Forecasting, Commercial Banking, Mutual Funds, Asset Management, Series 6, Series 63, Series 7

Education
College of the Holy Cross   2009 — 2013
Bachelor of Arts (B.A.), Economics

Investment Banking Institute, Washington D.C.   2012 — 2012
Finance

Fairfield Ludlowe High School   2005 — 2009

Lisa Ford (work) Lisa Ford (work) Parker, Colorado Details
Lisa Ford (work)'s Morgan Stanley Investment Management Experience 2009 - 2012
Job Writer and Blogger
Industry Financial Services
Experience
Self-Employed  February 2012 - Present
Morgan Stanley Investment Management   2009 - 2012
The Hartford  1989 - 1996

Education
Colorado State University   1978 — 1982
Bachelor of Science, Human Development and Family Studies

The American College   1990 — 1996
Chartered Financial Consultant, Investments and Securities

Elizabeth Zhang Elizabeth Zhang Pittsburgh, Pennsylvania Details
Elizabeth Zhang's Morgan Stanley Investment Management Experience July 2013 - October 2013
Job Product Analyst at Adobe
Industry Entertainment
Experience
Adobe  May 2015 - August 2015
Morgan Stanley Investment Management   July 2013 - October 2013
Coca-Cola Bottling Co. Consolidated  February 2013 - June 2013
Shanghai Media Group  January 2012 - July 2012

Skills
Qualitative Research, Chinese, Data Mining, Data Analytics, Teamwork, Photography, Python, Event Planning, R, Microsoft Office, Facebook, Analytics, SQL, Multimedia, Digital Image Processing, Business Analysis, HTML, C, Data Analysis, Databases, MySQL, Java, Computational..., Motion Capture

Education
Carnegie Mellon University - H. John Heinz III College   2014 — 2015
Master of Information Systems Management, Information Systems Management

Shanghai International Studies University   2010 — 2014
Bachelor's degree, Information Management

Fudan University   2011 — 2013
Minor, Journalism

Kim Moncavage Kondracki Kim Moncavage Kondracki Los Angeles, California Details
Kim Moncavage Kondracki's Morgan Stanley Investment Management Experience 1999 - 2001
Job Director of Communications at The Buckley School
Industry Marketing and Advertising
Experience
Farm Sanctuary  2011 - 2014
The Gallup Organization  2008 - 2011
JumpNYC   2007 - 2008
TIAA-CREF  2004 - 2007
Merrill Lynch  2001 - 2004
Morgan Stanley Investment Management   1999 - 2001

Skills
Strategic Communications, Marketing Communications, Strategy, Corporate Communications, Internal Communications, Leadership, Crisis Communications, Editing, Team Management, Branding & Identity, Public Relations, Press Releases, Marketing Strategy, Content Strategy, Nonprofits, Public Speaking

Education
Bucknell University
BA, Self-designed; Economics, Arts

Rider University   2007 — 2011
MA, Organizational Leadership/Communications

University of Massachusetts Boston

Columbia University in the City of New York

Soo Chang Lee Soo Chang Lee San Francisco Bay Area Details
Soo Chang Lee's Morgan Stanley Investment Management Experience July 2011 - August 2011
Job .
Industry Investment Management
Experience
Matthews Asia  October 2012 - September 2015
Morgan Stanley Investment Management   July 2011 - August 2011
Samsung Asset Management   September 2005 - March 2010

Skills
ETFs, Equity Research, Emerging Markets, Valuation, Portfolio Management, Equities, Capital Markets, Financial Analysis, Hedge Funds

Education
Columbia University - Columbia Business School   2010 — 2012
MBA, Finance and Financial Management Services

Seoul National University
Bachelor's Degree, Computer Science and Engineering

Seoul Science High School

Nicholas Gauen Nicholas Gauen Greater Seattle Area Details
Nicholas Gauen's Morgan Stanley Investment Management Experience August 2008 - January 2010
Job Northwest US & Canada Regional Sales Manager Centrix
Industry Medical Devices
Experience
ZocDoc  October 2014 - February 2015
ZocDoc  March 2014 - February 2015
ZocDoc  November 2013 - April 2014
Yelp  October 2011 - November 2013
Guggenheim Investments  January 2011 - November 2011
Chicago-Nautical.com   April 2010 - September 2011
Nuveen Investments  December 2009 - March 2011
Morgan Stanley Investment Management   August 2008 - January 2010
Red Bull  May 2005 - September 2008
Baynote Inc   September 2006 - June 2007

Skills
Strategy, Sales, Marketing, Leadership, Salesforce.com, Mutual Funds, Asset Management, Direct Sales, Sales Presentations, Capital Markets, Fixed Income, Social Networking, Enterprise Software, Online Advertising, Social Media Marketing, Online Marketing, ETFs, Public Speaking, Guerrilla Marketing, Brand Management, Digital Marketing, Management, Asset Managment, Closed-end Funds, Brand Development, Marketing Communications, Medical Sales, Project Management, Coaching, Brand Developement, High-Impact Sales..., Software Solution Sales, Creative Writer, Building Relationships, Dental Sales, Reputation Management, Business Coaching, Product Launch, Market Penetration, Non-profit Program..., Brand Awareness, SaaS, SEM, Google Adwords, SEO, Medical Devices, Healthcare Consulting, Patient Satisfaction

Education
Seattle Prep

Santa Clara University - Leavey School of Business
Finance, English

Carleton College

Tiffany Mellers Tiffany Mellers Greater New York City Area Details
Tiffany Mellers's Morgan Stanley Investment Management Experience 2008 - 2009
Job Executive Office Professional
Industry Executive Office
Experience
Morgan Stanley Investment Management   2008 - 2009

Skills
Event Planning, Public Speaking, Outlook, Microsoft Word, Microsoft Office, Leadership, PowerPoint, Microsoft Excel, Customer Service, Strategic Planning

Education
Colorado Technical University

EBV

Gabriella Santucci Gabriella Santucci Greater Los Angeles Area Details
Gabriella Santucci's Morgan Stanley Investment Management Experience 2005 - 2007
Job Contracts at Raytheon Intelligence, Information and Services
Industry Defense & Space
Experience
Raytheon  January 2009 - Present
Raytheon  January 2009 - January 2013
Adan Company   2007 - 2009
Morgan Stanley Investment Management   2005 - 2007
The World Trade Center   2004 - 2005

Skills
ITAR, FAR, Foreign Policy, Export-Import, International Trade, Research, Building Relationships, Government Relations, International Business, Sales Contracts, Compliance, Financial Reporting, Strategic Thinking, Problem Solving, Process Improvement, Networking, Foreign Languages, Business Development, Supply Chain Management, Aerospace, DoD, Systems Engineering, Program Management, Team Building, Contract Management, Analysis, Contract Negotiation, Cross-functional Team..., Defense, Earned Value Management, Engineering Management, Leadership, Logistics, Management, Military, Procurement, Requirements Management, Security Clearance, Strategic Planning, Strategy, Team Leadership, Government Contracting, Negotiation, Government

Education
University of Sydney   2002 — 2004
Master's, International Business, 3.0

California State University-Dominguez Hills   1998 — 2001
Bachelors, Psychology, 3.6

University of California, Los Angeles   2010 — 2012
Graduate Certificate, Government Contract Management, 4.0

Prakash Mavinkurve Prakash Mavinkurve Greater New York City Area Details
Prakash Mavinkurve's Morgan Stanley Investment Management Experience 2000 - 2003
Job Finance Forecasting & Analytics | Treasury: Capital, Liquidity Risk, Market Risk. | Capital Market | Investor Relations.
Industry Financial Services
Experience
Solaris Solutions LLC   January 2009 - Present
Nomura Holdings America   June 2005 - October 2008
JPMorgan Chase  October 2003 - June 2005
Morgan Stanley Investment Management   2000 - 2003
Morgan Stanley  1996 - 2000
Morgan Stanley  1993 - 1996

Skills
Equities, Finance, Investments, Financial Services, Strategy, Financial Analysis, Banking, Risk Management, Management, Due Diligence, Capital Markets, Financial Risk, Mutual Funds, Asset Management, Investment Banking, Fixed Income

Education
Columbia University - Columbia Business School   1991 — 1993
MBA, Finance

Columbia University in the City of New York   1991 — 1993
MBA, Finance, General

Nella Rizza Nella Rizza Tampa/St. Petersburg, Florida Area Details
Nella Rizza's Morgan Stanley Investment Management Experience June 2000 - September 2001
Job Senior Loan Offier at SecurityNational Mortgage Company #3116
Industry Financial Services
Experience
SecurityNational Mortgage Company #3116  August 2015 - Present
Eagle Home Mortgage  September 2014 - August 2015
Nationstar Mortgage  August 2013 - September 2014
DHI Mortgage  November 2012 - August 2013
Wells Fargo Private Mortgage Banking  January 2012 - November 2012
INNOVATIVE MORTGAGE SERVICES, INC.   February 2010 - January 2011
Bank of America Mortgage  January 2009 - January 2010
Wells Fargo Home Mortgage  January 2004 - January 2009
UAMC  October 2001 - December 2003
Morgan Stanley Investment Management   June 2000 - September 2001

Skills
Mortgage Lending, Refinance, Relocation, Sales, FHA, Mortgage Banking, USDA, Finance, Investment Properties, Credit, Residential Mortgages, Government Loans, Loans, Reverse Mortgages, Loan Origination, Real Estate, FHA financing, VA loans, Investments, Underwriting, First Time Home Buyers, Construction Loans, VA Loans, FHA Financing

Education
Central Connecticut State University

Tianjiao Yu Tianjiao Yu Chicago, Illinois Details
Tianjiao Yu's Morgan Stanley Investment Management Experience June 2007 - August 2007
Job Rates Trader
Industry Investment Management
Experience
TransMarket Group, L.L.C.   January 2015 - Present
Pamli Capital   April 2013 - December 2014
Cairn Capital   June 2012 - August 2012
UBS Investment Bank  June 2011 - December 2011
Morgan Stanley Investment Management   June 2007 - August 2007

Skills
Bloomberg, Quantitative Finance, Fixed Income, Quantitative Analytics, Financial Analysis, C++, Matlab

Education
Carnegie Mellon University - Tepper School of Business   2010 — 2012
MSCF, Financial Engineering

Sewanee-The University of the South   2006 — 2010
BA, Mathematics, Economics

The Tuck School of Business at Dartmouth   2009 — 2009

Denise Escoto-Jarquin Denise Escoto-Jarquin Greater New York City Area Details
Denise Escoto-Jarquin's Morgan Stanley Investment Management Experience April 2004 - July 2006
Job Staffing,Recruiting and Administrative Professional
Industry Staffing and Recruiting
Experience
Claims Conference  May 2009 - June 2011
Morgan Stanley Investment Management   April 2004 - July 2006
Advantage Human Resourcing  April 1999 - May 2003

Skills
Recruitment/Retention, Sales Support, Staff Management, Administrative Support, Benefit Administration, Onsite Management, Resume Writing, Screening Resumes, Career Counseling, Staffing Services, Temporary Staffing, CRM, CRM databases, Interviews, Microsoft Office, Vendor Management, Writing, Customer Service, Editing, Research, Recruiting, Management, Sales Operations, Account Management, Hiring, Benefits Administration, Administrative..., Public Speaking, Nonprofits, Onboarding, Community Outreach, Social Networking, Program Development, Training, Coaching, Event Planning, Human Resources, Outlook, Temporary Placement, College Recruiting, Data Analysis, Databases, Microsoft Word, Employee Benefits, Social Media, Applicant Tracking..., PowerPoint, Microsoft Excel, Access, Blogging

Education
Brigham Young University
Family Sciences/Communications

Utah Valley State College

Bradford Langs Bradford Langs Savannah, Georgia Area Details
Bradford Langs's Morgan Stanley Investment Management Experience February 1997 - June 2005
Job Chief Risk Officer at CoastalStates Bank
Industry Banking
Experience
CoastalStates Bank  October 2009 - Present
Tall Tree Investment Management, LLC   June 2005 - October 2009
Morgan Stanley Investment Management   February 1997 - June 2005
EVEREN Securities  January 1990 - January 1997
Standard & Poor's   August 1987 - August 1989

Skills
Loans, Fixed Income, Risk Management, Risk, Credit, Enterprise Risk..., Banking, Credit Risk, Portfolio Management, Investments, Structured Finance, Credit Analysis, Investment Management, Financial Modeling, Asset Management, Financial Risk, Commercial Banking

Education
Northwestern University - Kellogg School of Management   1998 — 2000
MBA, Finance

Brown University   1983 — 1987
BA, Economics

Muneeza Irfani Muneeza Irfani Greater Los Angeles Area Details
Muneeza Irfani's Morgan Stanley Investment Management Experience April 2007 - January 2008
Job Administrative Analyst & Grant Coordinator at UCLA
Industry Nonprofit Organization Management
Experience
UCLA  August 2012 - Present
The Ahmanson Foundation   March 2011 - March 2012
City of Glendale  August 2009 - January 2011
Los Angeles Youth Network  May 2008 - June 2009
LA Grant Prose   2009 - 2009
Morgan Stanley Investment Management   April 2007 - January 2008
Claremont Graduate University  March 2006 - April 2007
Hagler Bailly Pakistan  September 2000 - July 2001
HSBC  November 1994 - August 2000

Skills
Stata, Data Analysis, Non-profits, Financial Modeling, Quantitative Analytics, Nonprofits, Strategy, Qualitative Research, Accounting, Analytics, Project Management, Project Planning, Research, Market Research, Analysis, Policy, Policy Analysis, Management, Grant Writing, Organizational..., Teamwork, Community Development, Financial Analysis, Time Management, Government, Training, EndNote, Program Evaluation, Payroll, Grants, Public Policy, SPSS

Education
Claremont Graduate University   2006 — 2007
MA, Financial Economics

University at Albany, SUNY   1990 — 1994
BA, Economics & Business Administration

OPF Girls College

Paul Gortati, CFA Paul Gortati, CFA Greater New York City Area Details
Paul Gortati, CFA's Morgan Stanley Investment Management Experience 2005 - Present
Job Managing Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   2005 - Present
Goldman Sachs Asset Management  1996 - 2005
JPMorgan Chase  1987 - 1994

Education
Harvard Business School   1994 — 1996
MBA, Finance

Columbia Engineering   1983 — 1987
BS, Engineering

Nej Hanna Nej Hanna New York, New York Details
Nej Hanna's Morgan Stanley Investment Management Experience 2011 - Present
Job Vice President, Portfolio Solutions Group at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   2011 - Present
Morgan Stanley Private Wealth Management  2008 - 2011
Morgan Stanley Private Wealth Management  2005 - 2008
Bridgewater Associates  2004 - 2005
Macy's Inc.   2003 - 2004

Skills
Bloomberg, FactSet, Morningstar Direct, Microsoft Office, Research, Leadership, Training, Teaching

Education
Columbia University in the City of New York   2008 — 2009
Master of Business Administration (MBA)

Carnegie Mellon University   1998 — 2002
Bachelors of Science in Business Administration

Virag Gombos Virag Gombos Hungary area Details
Virag Gombos's Morgan Stanley Investment Management Experience July 2011 - June 2014
Job Product Controller at Citibank
Industry Financial Services
Experience
Citi  July 2014 - Present
Morgan Stanley Investment Management   July 2011 - June 2014
Vodafone  November 2010 - July 2011

Skills
Finance, Financial Analysis, Financial Reporting, Account Reconciliation, Accounting, Management, Internal Audit, Microsoft Office, General Ledger, Analysis, Financial Accounting, Corporate Finance, Financial Modeling, Microsoft Excel

Education
Debreceni Egyetem   2005 — 2010
Master's degree, Economics

Universität des Saarlandes   2009 — 2009
Economics

BPP Law School
Accounting and Finance

Catherine Fulton, BSBA, ASGS. Office Manager Catherine Fulton, BSBA, ASGS. Office Manager Raleigh-Durham, North Carolina Area Details
Catherine Fulton, BSBA, ASGS. Office Manager's Morgan Stanley Investment Management Experience November 2007 - September 2008
Job at First Flight Venture Center
Industry Nonprofit Organization Management
Experience
First Flight Venture Center  April 2015 - Present
Macy's  June 2013 - April 2015
Lutheran Medical Center  July 2012 - May 2013
Lutheran Medical Center  December 2010 - July 2012
Macy's Herald Square (New York, NY)   September 2009 - December 2010
Morgan Stanley Investment Management   November 2007 - September 2008
UBS Wealth Management  January 2005 - October 2007
US Army  March 1987 - February 1995

Skills
Outlook, PowerPoint, Microsoft Word, Customer Service, Medical Terminology, Healthcare, Microsoft Office, Training, Medical Transcription, Public Speaking, Management, Office Management, Time Management, Administration, Invoicing, Process Scheduler, Administrative..., Administrative..., Microsoft Excel, Team Building, Access, Sales, Leadership

Education
Colorado Technical University   2009 — 2013
Bachelor's of Science, (BSBA) Business Administration, Healthcare Management

Colorado Technical University
Associate of Science (A.S.), General Studies/Health Care Administration

United States Military   1987 — 1995
Medical Specialist Diploma, Combat Medic

David Henningsen David Henningsen Greater Los Angeles Area Details
David Henningsen's Morgan Stanley Investment Management Experience June 2011 - August 2011
Job Associate Portfolio Officer at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management  April 2015 - Present
BNY Mellon Wealth Management  September 2013 - Present
Merrill Lynch  June 2012 - August 2012
Morgan Stanley Investment Management   June 2011 - August 2011

Skills
Languages: Spanish &..., Financial Modeling, Spanish, Financial Analysis, Microsoft Office, Portfolio Management, Microsoft Excel, DCF, Analysis, Bloomberg, Corporate Finance, Data Analysis, Due Diligence, Economics, Entrepreneurship, Investments, Marketing Strategy, Research, Valuation

Education
Claremont McKenna College   2012 — 2013
Master's degree, Finance

Claremont McKenna College   2008 — 2012
Bachelor's degree, Economics and Accounting

Jenny Mak Jenny Mak Greater New York City Area Details
Jenny Mak's Morgan Stanley Investment Management Experience June 1995 - October 2007
Job Executive Director at Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley  July 2010 - Present
Morgan Stanley  November 2007 - August 2010
Morgan Stanley Investment Management   June 1995 - October 2007
Morgan Stanley  February 1995 - June 1995

Skills
Sybase, Equities, Reference Data, Enterprise Architecture, Asset Managment, Alternative Investments, Trading Systems, Vendor Management, Hedge Funds, Fixed Income, Trading, Strategic Planning, Bloomberg, Derivatives, Electronic Trading, Portfolio Management

Education
Columbia Engineering   1993 — 1995
BS, Computer Science

Kendall Kim Kendall Kim United States Details
Kendall Kim's Morgan Stanley Investment Management Experience November 2005 - August 2006
Job Digital Customer Experience
Industry Marketing and Advertising
Experience
American Express  September 2014 - Present
DuPont  October 2011 - September 2014
Reckitt Benckiser  June 2010 - August 2010
Liz Claiborne  September 2006 - July 2009
Morgan Stanley Investment Management   November 2005 - August 2006
Prudential Equity Group  June 2004 - November 2005

Skills
Product Development, Product Management, Email, Email Strategy, E-commerce, Customer Insight, Customer Experience, Customer Engagement, Marketing, Market Research, Marketing Communications, Strategy, Analytics, Omniture

Education
Columbia University - Columbia Business School   2009 — 2011
MBA

Vassar College   1999 — 2003
BA

Hooman Yaghoobi Hooman Yaghoobi Greater New York City Area Details
Hooman Yaghoobi's Morgan Stanley Investment Management Experience June 2008 - May 2010
Job Portfolio Manager Quantitative Equity strategies
Industry Investment Management
Experience
Jefferies & Company  January 2012 - Present
Luxembourg UCITS Fund Startup   July 2010 - December 2011
Invesco Ltd.  June 2010 - June 2010
Morgan Stanley Investment Management   June 2008 - May 2010
Morgan Stanley Investment Management   April 2002 - May 2008
Morgan Stanley Investment Management   July 1998 - March 2002
Morgan Stanley Investment Management   July 1995 - June 1998

Skills
Quantitative Modeling, Quantitative Finance, Portfolio Management, Asset Management, Equities, International Equities, Team Leadership, Investment Management, Financial Markets, Risk Management, Asset Allocation, Investment Banking, Financial Modeling, Investments, Capital Markets, Asset Managment, Mutual Funds

Education
Carnegie Mellon University   1994 — 1998
PhD - ABD, Electrical and Computer Engineering

Carnegie Mellon University   1993 — 1994
MS, Electrical and Computer Engineering

Carnegie Mellon University   1989 — 1993
BS, Electrical Engineering and Computer Engineering

Janelle Gooley Janelle Gooley Greater New York City Area Details
Janelle Gooley's Morgan Stanley Investment Management Experience July 2007 - July 2008
Job Project Manager JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase  October 2013 - Present
Team Rubicon  April 2015 - Present
Team Rubicon  February 2014 - April 2015
Virtusa  May 2013 - October 2013
Virtusa  April 2012 - April 2013
Virtusa  July 2011 - May 2012
ALaS Consulting   July 2008 - July 2011
Morgan Stanley Investment Management   July 2007 - July 2008
State Street Bank  2006 - 2007
State Street Corporation  2004 - 2006

Skills
Financial Services, Fixed Income, Financial Risk, Analytics, Accounting, Change Management, Budgets, Business Analysis

Education
Boston University Questrom School of Business   2002 — 2005
MBA, Corporate Finance & Investments

Northeastern University   1995 — 2000
B.S., Physical Therapy

Dawn McRae Dawn McRae Greater New York City Area Details
Dawn McRae's Morgan Stanley Investment Management Experience June 2000 - May 2006
Job Accounting Professional
Industry Accounting
Experience
Control Consulting, Inc.   December 2007 - August 2008
Solomon Page Group  May 2007 - November 2007
Morgan Stanley Investment Management   June 2000 - May 2006
Salomon Smith Barney  June 1997 - June 2000
GRuntal & Co Inc   October 1988 - June 1997
National Insurance Scheme   1980 - 1986

Skills
Financial Reporting, Accounting, Account Reconciliation, Accounts Payable, General Ledger, Auditing, Internal Controls, Accounts Receivable, Fixed Assets, Financial Analysis

Education
City University of New York-Brooklyn College   1997 — 2003

Nadim Ghaznavi (nghaznavi@gmail.com) Nadim Ghaznavi (nghaznavi@gmail.com) Toronto, Canada Area Details
Nadim Ghaznavi (nghaznavi@gmail.com)'s Morgan Stanley Investment Management Experience January 2008 - April 2009
Job Operations Linux Team Lead
Industry Information Technology and Services
Experience
Moneris Solutions  July 2009 - Present
Morgan Stanley Investment Management   January 2008 - April 2009
Merrill Lynch  April 2007 - October 2007
Morgan Stanley  November 2004 - April 2007
Xpedite Inc.   May 2003 - April 2004
Cadence Design Systems  June 2002 - December 2002
Cadence Design Systems, Inc., Chelmsford, MA   June 2002 - December 2002
SiGe Semiconductor  March 2001 - May 2002
Cebra Inc.   September 1999 - September 2000
Canada Revenue Agency  May 1997 - September 1999

Skills
Servers, Unix, Databases, Shell Scripting, Solaris, Linux, System Administration, Perl, Apache, Troubleshooting

Education
Carleton University   1993 — 1995
Computer Science

Trent University   1989 — 1993
Bachelor, Political Studies

David Bolz David Bolz Greater Philadelphia Area Details
David Bolz's Morgan Stanley Investment Management Experience November 1999 - September 2006
Job Vice President, Human Resources at Parente Randolph
Industry Accounting
Experience
Parente Randolph  February 2009 - Present
Lincoln Financial  January 2007 - January 2009
Morgan Stanley Investment Management   November 1999 - September 2006

Education
Indiana University Bloomington   1983 — 1985

Canisius College   1979 — 1983
BA

Chris Tallman Chris Tallman San Francisco Bay Area Details
Chris Tallman's Morgan Stanley Investment Management Experience February 2000 - December 2005
Job Vice President at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   2006 - Present
Morgan Stanley Investment Management   February 2000 - December 2005

Education
Boston University Questrom School of Business   1999 — 2001
MBA, Finance

University of Oregon   1992 — 1996
BS, Political Science and Business

Jenny Lee, CSPO Jenny Lee, CSPO Greater New York City Area Details
Jenny Lee, CSPO's Morgan Stanley Investment Management Experience April 1997 - April 2006
Job Vice President of Global Technology at JPMorgan Chase & Co.
Industry Investment Banking
Experience
Global Technology at JPMorgan Chase & Co.   February 2012 - Present
JCL4, LLC   May 2009 - February 2012
J.P. Morgan   May 2009 - January 2012
Goldman Sachs  August 2008 - February 2009
Goldman Sachs  May 2006 - August 2008
Morgan Stanley Investment Management   April 1997 - April 2006
Morgan Stanley  December 1993 - March 1997
Morgan Stanley  February 1993 - November 1993

Skills
Business Analysis, Fixed Income, Equities, Management, Financial Services, Investment Banking, Asset Management, Program Management, Portfolio Management, Leadership, Business Strategy

Education
State University of New York at Stony Brook

Columbia University - Fu Foundation School of Engineering and Applied Science

Adolph Montgomery Adolph Montgomery Greater New York City Area Details
Adolph Montgomery's Morgan Stanley Investment Management Experience July 2007 - Present
Job at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   July 2007 - Present
Department of Education  February 2005 - July 2007
Morgan Stanley Smith Barney  December 1999 - February 2005

Education
Saint John's University   1995 — 1999
MBA, Accounting

City University of New York City College   1989 — 1993
BA, Financial Economics

Karen Morehouse Karen Morehouse Greater New York City Area Details
Karen Morehouse's Morgan Stanley Investment Management Experience July 2006 - January 2010
Job Investment Management Professional
Industry Investment Management
Experience
Commonfund  April 2010 - October 2012
Morgan Stanley Investment Management   July 2006 - January 2010
Wellington Management Company, LLC   June 2003 - June 2006
Aberdeen Group  April 2000 - October 2001
Pioneer Investments  1998 - 2000

Education
Boston University - School of Management   1995 — 1999
BS, Business Administration

Dublin City University   1998 — 1998
Study Abroad Program, International Business

Robert Postma Robert Postma Columbus, Ohio Area Details
Robert Postma's Morgan Stanley Investment Management Experience May 2002 - September 2003
Job Banking Office Mgr at Huntington National Bank
Industry Banking
Experience
Huntington National Bank  September 2003 - Present
Morgan Stanley Investment Management   May 2002 - September 2003

Education
Capital University - School of Management   2007 — 2010
MBA

Wittenberg University   1998 — 2002

Colm Leahy, CFA Colm Leahy, CFA New York, New York Details
Colm Leahy, CFA's Morgan Stanley Investment Management Experience January 2006 - July 2011
Job Investment Banking Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  August 2013 - Present
Morgan Stanley Investment Management   January 2006 - July 2011
Orion Consultants  August 2003 - January 2006

Education
Columbia Business School   2011 — 2013
Master of Business Administration (MBA), Finance, General

Brown University   1999 — 2003
BA, International Relations

Frank Farnesi Frank Farnesi Greater Philadelphia Area Details
Frank Farnesi's Morgan Stanley Investment Management Experience May 2008 - November 2009
Job AVP North America Lead for Enterprise Business Solutions at State Street
Industry Financial Services
Experience
State Street  May 2013 - Present
State Street  July 2011 - April 2013
State Street  March 2011 - July 2011
State Street  December 2009 - March 2011
Morgan Stanley Investment Management   May 2008 - November 2009
SEI Investments  February 2007 - May 2008
SEI Investments  May 2004 - February 2007
SEI Investments  September 2000 - May 2004

Skills
Vendor Management, Process Improvement, Project Management, Recruiting, Training, Management, Portfolio Management, Leadership, Financial Services, Time Management, Accounting, Program Management, Analysis, Mutual Funds, Customer Service

Education
Pennsylvania State University-Great Valley Graduate Center   2001 — 2002
Project Management, Project Management

West Chester University of Pennsylvania   1994 — 1999
BSED

Cabrini College
Masters Degree, Master of Science in Organizational Leadership

Jacqueline Tovar Jacqueline Tovar Greater New York City Area Details
Jacqueline Tovar's Morgan Stanley Investment Management Experience September 2000 - January 2006
Job Analyst
Industry Media Production
Experience
Omnicom Media Group  January 2010 - September 2010
Safra National Bank of NY   October 2006 - April 2007
NBC Universal  June 2006 - September 2006
Morgan Stanley Investment Management   September 2000 - January 2006

Skills
Analytics, Web Analytics

Education
Pace University - Lubin School of Business   2005 — 2007
MBA

Bryant University   1996 — 2000
B.S, Double Major: Management/Marketing Minor: Statistics

Brenda Zeng, CFA Brenda Zeng, CFA New York, New York Details
Brenda Zeng, CFA's Morgan Stanley Investment Management Experience July 2007 - June 2010
Job Vice President at LIM Advisors LLC
Industry Investment Management
Experience
LIM Advisors LLC   April 2013 - Present
Karsch Capital Management, LP   July 2010 - March 2013
Morgan Stanley Investment Management   July 2007 - June 2010

Skills
Equities, Bloomberg, Hedge Funds, Financial Risk, Alternative Investments, Financial Services, Investor Relations, Fixed Income, Investments, Asset Management

Education
Cornell University   2003 — 2007
Bachelor of Science (BSc), Applied Economics and Management, Minor in International Relations

Cass Business School   2006 — 2006
Finance

Edison High School   1999 — 2003

Susan R. Cornelius Susan R. Cornelius Albuquerque, New Mexico Area Details
Susan R. Cornelius's Morgan Stanley Investment Management Experience August 2002 - April 2004
Job Tech Entrepreneur and Principal at Accelerate2Solutions; Advisor, MANA de Albuquerque
Industry Research
Experience
Accelerate2Solutions   January 2015 - Present
Scientific Solutions   January 2005 - January 2015
SD MIT Enterprise Forum   July 2008 - July 2013
The Nicholas Conor Institute   July 2007 - December 2012
Viejas Enterprises  December 2004 - January 2006
Morgan Stanley Investment Management   August 2002 - April 2004
LearningFramework   December 2000 - August 2002
University of California, San Diego Healthcare   December 1993 - May 2000
University of California, San Diego, Extended Studies   September 1992 - August 1993
University of California, San Diego  July 1990 - September 1992

Skills
Deferred Compensation, Employee Benefits, Employee Engagement, Performance Management, Leadership, Coaching, Recruiting, Leadership Development, Human Resources, Organizational..., Policy, Talent Management, Executive Management, Start-ups, Program Management, Organizational..., Talent Acquisition, Succession Planning, Personnel Management, Team Building, Nonprofits, Strategic Planning, Strategy, Business Development, Entrepreneurship, Business Strategy, Management, Benefits Administration, Employee Training, Business Planning, CRM, Cross-functional Team..., Career Development, Healthcare, CEO Succession, Change Management, Management Consulting

Education
University of Illinois at Urbana-Champaign   1972 — 1975
Masters in Educational Psychology, Educational Psychology, Statistics, Testing

California State University-Long Beach
B.A., History, Biology, English

Chapman University
SPHR, Senior Professional in Human Resources

University of California, Los Angeles
Secondary Teaching Certificate, Secondary Education with focus on Competency Based Testing and Learning

Judas Of Iscariot Judas Of Iscariot Greater Boston Area Details
Judas Of Iscariot's Morgan Stanley Investment Management Experience February 1997 - August 2006
Job Student at University of Pennsylvania The Wharton School
Industry Computer & Network Security
Experience
Morgan Stanley Investment Management   February 1997 - August 2006
Gillette  May 1995 - September 1995

Education
University of Pennsylvania - The Wharton School   2007 — 2009

Boston University Questrom School of Business   1993 — 1997
BS, Management

Margalit Friedman Segal Margalit Friedman Segal Greater Chicago Area Details
Margalit Friedman Segal's Morgan Stanley Investment Management Experience 2004 - 2005
Job Experienced Corporate Recruiter
Industry Staffing and Recruiting
Experience
Pride Technologies onsite at Morgan Stanley   2010 - 2010
HIRECounsel  2005 - 2009
Morgan Stanley Investment Management   2004 - 2005
Wachtell, Lipton, Rosen & Katz   2001 - 2004

Skills
Litigation Support, Resume Writing, Talent Acquisition, Recruiting, Interviews, Human Resources, Employment Law, Applicant Tracking..., Onboarding, Employee Relations, Sourcing, Talent Management

Education
Brandeis University   1997 — 2001
B.A., Politics, Near Eastern & Judaic Studies, Legal Studies

Evanston Township High School   1993 — 1997

Tom Frank Tom Frank Greater Philadelphia Area Details
Tom Frank's Morgan Stanley Investment Management Experience May 1997 - March 2004
Job Assistant Vice President, Investment Services at Bryn Mawr Trust Wealth Management
Industry Financial Services
Experience
Bryn Mawr Trust  Vice President, Client ServicesHillview Capital Advisors, LLCJanuary 2010 - January 2015
Hillview Capital Advisors   2006 - 2010
Hillview Capital Advisors, LLC  March 2004 - December 2005
Morgan Stanley Investment Management   May 1997 - March 2004
SEI  1993 - 1997

Skills
Client Services, Asset Allocation, Alternative Investments, Hedge Funds, Investment Management, Mutual Funds, Asset Management, Portfolio Management, Securities, Investments, Financial Services, Equities, Fund Of Funds, Relationship Management, Middle Office, ETFs, Trading, Fund Administration

Education
Cabrini College   1989 — 1993
Bachelor of Science (BS), Accounting

Doug Rentz Doug Rentz Greater New York City Area Details
Doug Rentz's Morgan Stanley Investment Management Experience July 2011 - Present
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   July 2011 - Present
Traxis Partners LP   March 2003 - June 2011
Morgan Stanely  1995 - March 2003

Skills
Equities, Hedge Funds, Financial Modeling, Equity Research, Bloomberg, Fixed Income, Derivatives, Investment Management, Asset Allocation, VBA

Education
Brown University   1989 — 1994
B.A. / B.S., Business Economics / Mechanical Engineering

David Hohneker David Hohneker Greater Philadelphia Area Details
David Hohneker's Morgan Stanley Investment Management Experience May 2013 - Present
Job Associate at Morgan Stanley Investment Management
Industry Venture Capital & Private Equity
Experience
Morgan Stanley Investment Management   May 2013 - Present
Exeter Property Group  January 2012 - May 2013
Independence Capital Partners  June 2007 - January 2012

Skills
Financial Reporting, Accounting, Private Equity, Tax, Real Estate, GAAP, Financial Modeling, Asset Managment, Account Reconciliation, CPA, Financial Analysis, Forecasting, Fixed Assets, US GAAP, Cash Flow, Asset Management, Due Diligence, Financial Statements, SEC filings, Investments, Financial Accounting, General Ledger

Education
Chestnut Hill College   2003 — 2007

Kim Dieckhaus Kim Dieckhaus Greater Philadelphia Area Details
Kim Dieckhaus's Morgan Stanley Investment Management Experience August 1992 - January 2008
Job Executive Assistant to the President of Morse Partners, Inc.
Industry Investment Management
Experience
Morse Partners, Inc.   December 2008 - Present
Morgan Stanley Investment Management   August 1992 - January 2008
Transamerica  September 1989 - July 1992
Acorn Development Corporation   1987 - 1989

Education
Cabrini College
BS

Alexander Cook Alexander Cook Greater New York City Area Details
Alexander Cook's Morgan Stanley Investment Management Experience April 2007 - October 2010
Job Sr. VP / Sr. MD Strategy, Data & Analytics at New York Life Insurance Company
Industry Investment Management
Experience
New York Life Insurance Company  March 2015 - Present
New York Life Insurance Company  February 2012 - February 2015
New York Life Investments  October 2010 - April 2012
Morgan Stanley Investment Management   April 2007 - October 2010
JPMorgan  September 2005 - March 2007
JPMorgan  August 2000 - September 2005
JPMorgan Chase  2000 - 2005

Skills
Strategy, Analytics, Life Insurance, Asset Management, Wealth Management, Business Strategy, Hedge Funds, Financial Modeling, Private Equity, Asset Managment, Alternative Investments, Valuation, Mutual Funds, Financial Analysis, Mergers & Acquisitions, Finance, Management Consulting, Due Diligence, Investment Management, Corporate Development, Strategic Financial..., Mergers, Insurance

Education
Carnegie Mellon University - Tepper School of Business   1995 — 1997
MBA, Strategy and Operations Research

Carnegie Mellon University   1984 — 1988
BS, Economics and Decision Sciences

Kondas, Mike Kondas, Mike Greater New York City Area Details
Kondas, Mike's Morgan Stanley Investment Management Experience April 2004 - Present
Job Vice President at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   April 2004 - Present
Deustche Bank  2001 - 2004
US Navy  August 1993 - August 2000

Education
Carnegie Mellon University - Tepper School of Business   1998 — 2001
MBA, Finance

Carnegie Mellon University   1989 — 1993
Bachelor of Science, Mechanical Engineering

Shameka Wright Shameka Wright Fairfax, Virginia Details
Shameka Wright's Morgan Stanley Investment Management Experience May 1999 - August 2004
Job Project Accountant at The Peterson Companies
Industry Accounting
Experience
The Peterson Companies  May 2012 - Present
Kool Smiles  October 2008 - May 2012
BCD Travel  November 2007 - July 2008
PricewaterhouseCoopers  August 2004 - November 2007
Morgan Stanley Investment Management   May 1999 - August 2004

Skills
Accounting, Variance Analysis, Account Reconciliation, Management, Financial Statements, Financial Analysis, Cash Flow, Microsoft Office, PeopleSoft, Finance, MRI Software, Great Plains Software, General Ledger, Budgets, Financial Reporting, Financial Audits, Auditing

Education
Clark Atlanta University   2004 — 2007
Bachelor of Arts (B.A.), Accounting, 3.4

Kit Bruce Kit Bruce Greater New York City Area Details
Kit Bruce's Morgan Stanley Investment Management Experience 2002 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Investment Management   2002 - 2008
Morgan Stanley Investment Management/Van Kampen Funds   2002 - 2008
Zurich Scudder   1999 - 2002
Deutsche Asset Mgt   1999 - 2002
Deutsche Asset Management  1999 - 2002
citigroup  1986 - 1999

Education
Clarion University of Pennsylvania   1969 — 1972
b.s., secondary education, spanish

David Seto David Seto Greater New York City Area Details
David Seto's Morgan Stanley Investment Management Experience October 2009 - June 2011
Job Senior Director New York Life Investment Management
Industry Investment Management
Experience
New York Life Insurance Company  June 2011 - Present
Morgan Stanley Investment Management   October 2009 - June 2011
Spes Investment Advisory, Inc.   February 2009 - September 2009
Robeco Investment Management  July 2005 - December 2008
Neuberger Berman  October 1997 - July 2005
Lord Abbett  July 1991 - October 1997
Lexington Management Corp   November 1986 - July 1991

Skills
Fixed Income, Portfolio Management, Asset Management, Investments, Trading, Securities, Mutual Funds, CDO, CMBS, ABS, Alternative Investments, Asset Allocation, Capital Markets, Derivatives, Investment Strategies, Wealth Management, Bloomberg, Series 7

Education
Michigan State University - The Eli Broad College of Business   1985 — 1986
MBA, Finance

Boston University Questrom School of Business   1978 — 1982
BS/BA, Accounting

Jessica Burriss Jessica Burriss New York, New York Details
Jessica Burriss's Morgan Stanley Investment Management Experience July 2004 - October 2009
Job VP Brixmor Properties Group
Industry Real Estate
Experience
Brixmor  October 2009 - Present
Morgan Stanley Investment Management   July 2004 - October 2009
Fidelity Investments  2002 - 2004
Merrill Lynch  1996 - 1998
PepsiAmericas  1995 - 1996

Skills
Asset Management, Financial Modeling, Portfolio Management, Financial Analysis, Strategic Financial..., Investments, Equities, Valuation, Corporate Finance, Financial Reporting, Finance, Due Diligence, Managerial Finance, Risk Management, Restructuring, Capital Markets, Asset Managment, Argus Modeling

Education
Boston University - School of Management   2000 — 2002
MBA, Finance, General

State University of New York College at Oswego   1991 — 1995
BS, Accounting

Nancy (Deutsch) Moloff Nancy (Deutsch) Moloff Greater New York City Area Details
Nancy (Deutsch) Moloff's Morgan Stanley Investment Management Experience 1995 - 1999
Job .
Industry Financial Services
Experience
AllianceBernstein  January 2006 - November 2008
RogersCasey  2003 - 2006
Morgan Stanley Investment Management   1995 - 1999
morgan stanley  1992 - 1994

Skills
Alternative Investments, Asset Management, Asset Allocation, Equities, Asset Managment, Capital Markets, Hedge Funds, Investments, Investment Management, Investment Strategies, Portfolio Management, Fixed Income

Education
University of Pennsylvania - The Wharton School   1989 — 1991
mba, finance

Brown University
BA

Antonio Lahoz Antonio Lahoz Greater New York City Area Details
Antonio Lahoz's Morgan Stanley Investment Management Experience November 2008 - March 2010
Job Senior IA Compliance Analyst at Royal Alliance Associates INC
Industry Financial Services
Experience
AIG Royal Alliance  March 2010 - Present
Morgan Stanley Investment Management   November 2008 - March 2010
AIG Royal Alliance  June 2005 - March 2008
UBS  December 2004 - March 2005
Morgan Stanley  April 2000 - August 2004

Skills
Series 7, 401k, Asset Management, FINRA, Financial Services, Investment Advisory, Mutual Funds, Retirement, Securities, Wealth Management, Equities, Accounting, IRAs, Outlook

Education
City University of New York City College   1991 — 1998
BA, Business Adminstration

William Han William Han Greater New York City Area Details
William Han's Morgan Stanley Investment Management Experience October 1999 - March 2000
Job Senior Technical Designer at John Varvatos Enterprises
Industry Apparel & Fashion
Experience
John Varvatos Enterprises  February 2014 - Present
Paper Denim and Cloth  July 2013 - February 2014
U.S. Polo Assn. (Directions Studio)   October 2012 - July 2013
BLK DNM  October 2011 - September 2012
Polo Ralph Lauren  October 2010 - October 2011
G-III Apparel Group  July 2008 - July 2010
Polo Ralph Lauren  November 2006 - May 2008
Nicole Miller  January 2005 - September 2006
Anna Sui  November 2003 - January 2005
Morgan Stanley Investment Management   October 1999 - March 2000

Skills
Tech Packs, Fashion Design, Draping, Sewing, Fit, Wovens, Fashion Illustration, Apparel, Pattern, Fashion, Styling, Technical Design, Outerwear, Fitting, Trend Analysis, Textiles, Dresses, Sweaters, Sportswear, Merchandising

Education
Academia Italiana   2002 — 2003
M.A., Fashion Design

Boston University   1992 — 1996
B.S., Systems Engineering

SSA   1982 — 1992

Polimoda
B.A., Fashion Design

Bob Scheurer Bob Scheurer Greater New York City Area Details
Bob Scheurer's Morgan Stanley Investment Management Experience January 2011 - Present
Job Marketing Communications
Industry Financial Services
Experience
Morgan Stanley Investment Management   January 2011 - Present
MacKay Shields  May 2009 - December 2010
Prudential Fixed Income  June 2006 - January 2009
Seix Advisors  August 2003 - May 2006
Federal Reserve Bank of New York  October 1999 - July 2003
Alliance Capital Management  June 1990 - 1995

Skills
Business Development, Fixed Income, Alternative Investments, Asset Managment, Equities, Mutual Funds, Investments, Portfolio Management, Marketing, Derivatives, Asset Allocation, Investment Management, Investment Strategies, Financial Services, Series 7, Asset Management, Financial Analysis, Hedge Funds, FX Options, Bonds, Investment Advisory, Financial Markets, Wealth Management, Management, Finance

Education
Fordham University - Graduate School of Business Administration   1992 — 1995
MBA, International Finance and International Business

Bucknell University   1984 — 1988
BA, English

Columbia University - School of International and Public Affairs
MIA, Economic Affairs

Saint Peter's Preparatory

Sahil Tandon, CFA Sahil Tandon, CFA Greater New York City Area Details
Sahil Tandon, CFA's Morgan Stanley Investment Management Experience June 2004 - Present
Job Emerging Markets Debt
Industry Investment Management
Experience
Morgan Stanley Investment Management   June 2004 - Present

Skills
Fixed Income, Derivatives, Bloomberg, Capital Markets, Asset Management, Options, Trading, Portfolio Management, Emerging Markets, Investment Banking, Series 7, Trading Systems, Electronic Trading, Investments, Bonds, Financial Markets, Mutual Funds

Education
Brandeis University   2000 — 2004
BA, Economics, International Business

Diane Lista Diane Lista Greater Philadelphia Area Details
Diane Lista's Morgan Stanley Investment Management Experience December 2000 - February 2009
Job HR Total Rewards Expert Sales Compensation at SAP
Industry Business Supplies and Equipment
Experience
SAP  September 2015 - Present
Ricoh Americas Corporation  July 2009 - Present
Morgan Stanley Investment Management   December 2000 - February 2009
GE Capital  June 1993 - November 2000
Strick Lease   August 1988 - March 1993

Skills
Project Management, Business Analysis, Business Process..., Cross-functional Team..., Six Sigma, Finance, Strategic Planning, Leadership, Forecasting, CRM, Sales Operations, Strategy, Sales, Business Development, Process Improvement, Team Management, New Business Development, Account Management

Education
Bryn Mawr College   1983 — 1987
BA, Psychology, English

Drexel University - LeBow College of Business
MBA, Finance

Cristian Ghiuvea Cristian Ghiuvea Greater New York City Area Details
Cristian Ghiuvea's Morgan Stanley Investment Management Experience March 2005 - Present
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   March 2005 - Present
Banc of America Securities  2003 - 2005
Zurich Capital Markets  2002 - 2003

Skills
CMBS, Structured Products, Portfolio Management, REIT, Fixed Income, Fundraising, Corporate Credit, Quantitative Finance, Derivatives, Credit Derivatives, Capital Markets

Education
Carnegie Mellon University   1999 — 2001
Ph. D., Statistics

Universitatea din București   1990 — 1995
Bachelor of Science (BS), Mathematics

Albright Dale Albright Dale Greater Boston Area Details
Albright Dale's Morgan Stanley Investment Management Experience 1990 - 2008
Job Managing Director and Head of Money Fund Portfolio Management at BofA Global Capital Management
Industry Investment Management
Experience
BofA Capital Management   October 2008 - Present
Morgan Stanley Investment Management   1990 - 2008

Skills
Bonds, Fixed Income, Capital Markets, Mutual Funds, Portfolio Management, Risk Management, Alternative Investments, Investment Management, Asset Management, Trading, Finance, Equities, Investments, Securities, Bloomberg, Series 7, Asset Managment

Education
Columbia University - Columbia Business School   1989 — 1990
MBA, Finance

Michael Kondas, CFA Michael Kondas, CFA Greater New York City Area Details
Michael Kondas, CFA's Morgan Stanley Investment Management Experience January 2007 - January 2009
Job Director Portfolio Solutions
Industry Investment Management
Experience
Benchmark Plus Management LLC  July 2012 - Present
S&P Indices   September 2009 - July 2012
Morgan Stanley Investment Management   January 2007 - January 2009
Morgan Stanley Alternative Investment Partners  May 2004 - January 2007
Deutsche Bank Securities  July 2001 - April 2004
US Navy  August 1993 - August 2000
US Navy  August 1993 - August 2000

Skills
Fixed Income, Hedge Funds, Derivatives, Equities, Options, Portfolio Management, Capital Markets, Trading, Equity Derivatives, Swaps, Commodity, Risk Management, Structured Finance, Mutual Funds, Hedging

Education
Carnegie Mellon University - Tepper School of Business   1998 — 2001
MBA, Finance, Derivatives, Accounting

Carnegie Mellon University   1989 — 1993
BS, Mechanical Engineering

Christine McMurtrie Stella Christine McMurtrie Stella Greater Philadelphia Area Details
Christine McMurtrie Stella's Morgan Stanley Investment Management Experience October 1998 - November 2009
Job BDS Project Support Specialist at BNY Mellon
Industry Financial Services
Experience
BNY Mellon  June 2013 - Present
State Street  December 2009 - June 2013
Morgan Stanley Investment Management   October 1998 - November 2009
Delaware Investments  March 1990 - October 1998

Education
Cabrini College   1985 — 1989
B.S., Accounting

Lyle Maretech Lyle Maretech Greater Denver Area Details
Lyle Maretech's Morgan Stanley Investment Management Experience February 2005 - June 2007
Job Associate Director of Network Office Supervision at Northwestern Mutual
Industry Financial Services
Experience
Nortwestern Mutual   August 2008 - Present
Robert W. Baird  June 2007 - June 2008
Morgan Stanley Investment Management   February 2005 - June 2007
Wachovia Securities, LLC  September 2002 - February 2005
Merrill Lynch and Company, Inc.   September 1999 - July 2002

Education
Colorado Mesa University   1986 — 1990
BBA, Finance

Janan Shelton, CFA Janan Shelton, CFA Greater New York City Area Details
Janan Shelton, CFA's Morgan Stanley Investment Management Experience May 2014 - Present
Job Portfolio Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management   May 2014 - Present
Schroders  May 2011 - April 2014
BlackRock  July 2007 - May 2011
Merrill Lynch Investment Managers  May 2005 - July 2007

Education
Bucknell University   2001 — 2005
BSBA, Management and Economics

Utkarsh Sharma Utkarsh Sharma New York, New York Details
Utkarsh Sharma's Morgan Stanley Investment Management Experience February 2014 - Present
Job Global Macro Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   February 2014 - Present
BlackRock  October 2013 - February 2014
BlackRock  January 2011 - October 2013
BlackRock  June 2010 - August 2010
Merrill Lynch  May 2008 - July 2008
Sun Microsystems  November 2007 - April 2008

Skills
Fixed Income, Data Analysis, Matlab, R, Statistics, Financial Modeling, Quantitative Finance, Bloomberg, Derivatives

Education
Columbia Engineering   2009 — 2010
M.S., Operations Research

Indian Institute of Technology, Guwahati   2005 — 2009
B.Tech, Computer Science and Engineering

Peter Hermann Peter Hermann Greater New York City Area Details
Peter Hermann's Morgan Stanley Investment Management Experience March 1994 - October 2003
Job at Columbus Circle Investors
Industry Investment Management
Experience
Columbus Circle Investors  July 2009 - Present
Angelo, Gordon & Co.   2005 - 2009
ForstmannLeff  2005 - 2009
Angelo, Gordon & Co.   2005 - 2009
Fulcrum Asset Management   February 2004 - February 2005
Morgan Stanley Investment Management   March 1994 - October 2003
Bank of New York Mellon  August 1987 - March 1994

Skills
Portfolio Management, Equities, Mutual Funds, Valuation, Investment Banking, Risk Management, Investment Management, Hedge Funds, Alternative Investments, Management, Analysis, Marketing, Asset Management, Financial Risk, Investments

Education
Carnegie Mellon University - Tepper School of Business   1983 — 1987
MBA, Finance

University of Pittsburgh School of Law   1983 — 1987
JD, Business

Tufts University   1979 — 1983
BA, English

The Hotchkiss School   1974 — 1978

Alice Weiss Alice Weiss Greater New York City Area Details
Alice Weiss's Morgan Stanley Investment Management Experience 1997 - 2003
Job Independent Investor at ASW GROUP
Industry Financial Services
Experience
ASW GROUP   June 2005 - Present
Morgan Stanley Investment Management   1997 - 2003
Dean Witter InterCapital  1982 - 1997
Bache & Co/ Prudential Investments   1978 - 1980
Bankers Trust/ Deutsche Bank  1977 - 1978
Merrill Lynch  1971 - 1977

Skills
Asset Management, Mutual Funds, Portfolio Management, Investments, Portfolio Optimization, Trading, Investment Strategies, Bloomberg, Factset, Equity Derivatives, Alternative Investments, Asset Allocation, Asset Managment, Capital Markets, Derivatives, Equities, Financial Markets, Strategy

Education
City University of New York
BS, Accounting, Finance

Bernard Frojmovich Bernard Frojmovich Greater New York City Area Details
Bernard Frojmovich's Morgan Stanley Investment Management Experience July 2003 - January 2007
Job Equity Analyst at Cramer Rosenthal McGlynn
Industry Investment Management
Experience
Cramer Rosenthal McGlynn  July 2009 - Present
BlackRock  February 2007 - March 2009
Morgan Stanley Investment Management   July 2003 - January 2007
JPMorgan Chase  October 1997 - July 2001

Skills
Equities, Investments, Mutual Funds, Credit Analysis, Capital Markets, Asset Allocation, Financial Services, Financial Modeling, Asset Management, Portfolio Management, Finance, Hedge Funds, Bloomberg, Equity Research, Banking

Education
New York University - Leonard N. Stern School of Business   2001 — 2003
MBA, Finance, Management

City University of New York-Brooklyn College   1992 — 1997
BS, Accounting

Sheepshead Bay H.S.

Brennan Cavanaugh, CIPM Brennan Cavanaugh, CIPM Columbus, Ohio Area Details
Brennan Cavanaugh, CIPM's Morgan Stanley Investment Management Experience December 2004 - June 2006
Job Senior Investment Professional at Nationwide Insurance
Industry Investment Management
Experience
Nationwide Insurance  June 2006 - Present
Morgan Stanley Investment Management   December 2004 - June 2006
Fidelity Investments  December 1994 - December 2004
Bank One (JP Morgan) Securities Corporation   March 1988 - December 1994

Skills
Investments, Fixed Income, Mutual Funds, Equities, Performance Measurement, Attribution, Asset Managment, Financial Risk, Analysis, Financial Planning, Financial Reporting and..., Finance

Education
Boston University - School of Management   1997 — 1999
MBA, Finance

The Ohio State University   1984 — 1988
BSBA, Finance and Accounting

Jacqueline Pasquarello Jacqueline Pasquarello Greater Philadelphia Area Details
Jacqueline Pasquarello's Morgan Stanley Investment Management Experience 1998 - 2003
Job Manager of Trading and Operations at Cheswold Lane Asset Management
Industry Financial Services
Experience
Cheswold Lane Asset Management   August 2013 - Present
Bryn Mawr Trust Company  July 2011 - July 2013
Davidson Trust Company   April 2005 - July 2011
Morgan Stanley Investment Management   1998 - 2003

Skills
Asset Managment, Investments, Product Development, Asset Management, Portfolio Management, Mutual Funds, Project Management, Client guideline..., Portfolio Performance..., Trade Execution and..., Client Onboarding, System Automation, Strategy, Investment Strategies, New Business Development, Securities, Asset Allocation, Wealth Management, Fixed Income

Education
Cabrini College
BA, Organizational Management

Villanova University
Business Administration and Management, General

David Bolz David Bolz Greater Philadelphia Area Details
David Bolz's Morgan Stanley Investment Management Experience October 1999 - September 2006
Job Director at BlackRock
Industry Human Resources
Experience
BlackRock  June 2010 - Present
Eastern University  2007 - 2011
ParenteBeard  February 2009 - November 2009
Lincoln Financial Group  January 2007 - January 2009
Morgan Stanley Investment Management   October 1999 - September 2006
Exelon  November 1993 - October 1999
Village of Park Forest  1989 - 1993

Skills
Employee Relations, Organizational..., Talent Acquisition, Change Management, Management Development, Talent Management, Performance Management, Human Resources, Succession Planning, Employee Engagement, Leadership Development, Recruiting, Leadership, Executive Coaching, Process Improvement, Personnel Management, Management, Employee Training, Organizational Design, Internal Communications, Training, Workforce Planning, HR Consulting, Strategy, Coaching, Career Development

Education
Indiana University Bloomington   1983 — 1985
MPA, Public Finance

Canisius College   1979 — 1983
BA, Political Science

Eastern University

Paula John, CPA Paula John, CPA New York, New York Details
Paula John, CPA's Morgan Stanley Investment Management Experience 2003 - 2006
Job Staff Accountant at U.S. Securities and Exchange Commission
Industry Financial Services
Experience
U.S. Securities and Exchange Commission   2013 - Present
ING  2007 - 2011
MetLife  2006 - 2007
Morgan Stanley Investment Management   2003 - 2006
Ernst and Young LLP  January 1999 - February 2003

Education
City University of New York-Brooklyn College

Al Hebron Al Hebron Greater Chicago Area Details
Al Hebron's Morgan Stanley Investment Management Experience January 1997 - May 2005
Job District Sales Leader
Industry Insurance
Experience
State Farm  May 2002 - Present
Morgan Stanley Investment Management   January 1997 - May 2005
AG Edwards  June 1994 - December 1996

Skills
Management, Direct Sales, Sales, Life Insurance, Insurance, Sales Management, Public Speaking, Selling, Leadership, Training, Disability Insurance, Health Insurance, Recruiting

Education
College of the Holy Cross   1990 — 1994
BA, Psychology

College of the Holy Cross   1990 — 1994
Bachelor of Arts (BA), Psychology

St Louis Priory

Sai Long Zhang Sai Long Zhang Greater New York City Area Details
Sai Long Zhang's Morgan Stanley Investment Management Experience 1998 - 2007
Job Accounting Professional
Industry Accounting
Experience
Morgan Stanley  August 1998 - November 2007
MORGAN STANLEY - INVESTMENT MANAGEMENT  1998 - 2007

Skills
Account Reconciliation

Education
City University of New York-College of Staten Island   1994 — 1998
B.S., Accounting and Finance

William Perry William Perry Greater New York City Area Details
William Perry's Morgan Stanley Investment Management Experience July 2010 - September 2012
Job EM Corporate Portfolio Manager at Stone Harbor Investment Partners
Industry Financial Services
Experience
Stone Harbor Investment Partners  September 2012 - Present
Morgan Stanley Investment Management   July 2010 - September 2012
JP Morgan  June 1994 - June 2010
Irving Trust Company  June 1984 - December 1988

Education
Columbia University - Columbia Business School   1989 — 1990
MBA, Finance

Colgate University   1980 — 1984
BA, Econ + Int'l Relations

Sheldon Winicour Sheldon Winicour New York, New York Details
Sheldon Winicour's Morgan Stanley Investment Management Experience 2002 - 2005
Job Director and Senior Counsel at Deutsche Asset and Wealth Management
Industry Law Practice
Experience
Deutsche Asset and Wealth Management  2005 - Present
Morgan Stanley Investment Management   2002 - 2005
New York Life Insurance Company  1990 - 2002

Skills
Due Diligence, Corporate Law, Securities Regulation, Corporate Governance, Mutual Funds, Mergers & Acquisitions, Retirement Planning, Private Equity, ERISA, Investment Advisory, Investment Management, Legal Research, Securities, Hedge Funds, Investment Strategies, Investments, Asset Management, Legal Compliance, Capital Markets, Structured Finance, Alternative Investments, Retirement, Financial Services, Equities

Education
Fordham University School of Law   1985 — 1988
J.D.

Brandeis University   1970 — 1974
B.A., cum laude, Comparative Literature

Classical High   1966 — 1970

Miguel Rosario Miguel Rosario New York, New York Details
Miguel Rosario's Morgan Stanley Investment Management Experience February 2005 - October 2009
Job Software Developer at TD Securities
Industry Financial Services
Experience
TD Securities  February 2014 - Present
Morgan Stanley  July 2012 - June 2013
Citi  December 2011 - July 2012
Barclays Capital  October 2009 - November 2011
Morgan Stanley Investment Management   February 2005 - October 2009

Skills
Settlement, Integration, Fixed Income, C#, Java, Trading, Web Applications, Android Development, Python, Django, jQuery, Financial Risk, Prime Brokerage, SDLC, Risk Management, Perl, Trading Systems

Education
City University of New York City College   2001 — 2005
BS, Computer Science

City WingTsun

F. Christina Yuan, CFA F. Christina Yuan, CFA Greater New York City Area Details
F. Christina Yuan, CFA's Morgan Stanley Investment Management Experience June 2010 - Present
Job VP Global Risk Analysis, Fixed Income at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   June 2010 - Present
Beyondbond   October 2009 - June 2010
Moodys Corporation  June 2009 - September 2009
Talisker Capital Management   May 2008 - October 2008
Robeco  July 2004 - April 2008
American Express  July 1995 - September 2000

Education
Harvard University   1993 — 1995
AM, Biophysics

Caltech   1991 — 1993
BS, Physics

Tsinghua University   1989 — 1991
Applied Physics

W. Lee Warner W. Lee Warner New York, New York Details
W. Lee Warner's Morgan Stanley Investment Management Experience June 2010 - September 2010
Job Managing Director
Industry Investment Management
Experience
PsychKorr, Inc.   January 2013 - December 2014
Morgan Stanley Investment Management   June 2010 - September 2010
Global Investment Advisors   January 2003 - March 2009
JP Morgan Investment Management  June 1985 - October 2002
New York Life Insurance Company  June 1982 - May 1985
Deloitte & Touche  September 1973 - June 1982

Skills
Alternative Investments, Hedge Funds, Asset Management, Equities, Fund Of Funds, Fixed Income, Investment Management, Private Equity, Finance, Asset Allocation, Investments, Portfolio Management

Education
New York University - Leonard N. Stern School of Business   1971 — 1973
MBA, Finance

Columbia College (NY)   1965 — 1969
BA, Political Science

Catherine Donne Catherine Donne New York, New York Details
Catherine Donne's Morgan Stanley Investment Management Experience July 2009 - January 2010
Job Associate at Credit Suisse Asset Management
Industry Investment Management
Experience
Credit Suisse  March 2012 - Present
ING Insurance / Investment Management  February 2010 - March 2012
Morgan Stanley Investment Management   July 2009 - January 2010

Skills
Investments, Asset Management, Alternative Investments, Equities, Hedge Funds, Mutual Funds

Education
Colgate University   2005 — 2009
BA, Mathematical Economics

Britt Chapman Britt Chapman Charlotte, North Carolina Area Details
Britt Chapman's Morgan Stanley Investment Management Experience September 2008 - August 2009
Job Investment Banking Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities  July 2011 - Present
Wells Fargo Securities  June 2010 - August 2010
Morgan Stanley Investment Management   September 2008 - August 2009
Deloitte  June 2005 - August 2008

Skills
Financial Analysis, Investment Banking, Financial Modeling, Data Analysis, Analysis, Business Strategy, Valuation, Corporate Finance, Finance, Strategy

Education
Brigham Young University   2009 — 2011
Master of Business Administration, Finance

Brigham Young University   2000 — 2011
Master of Business Administration (M.B.A.), Accounting and Finance

Richard Lindquist Richard Lindquist Greater New York City Area Details
Richard Lindquist's Morgan Stanley Investment Management Experience November 2011 - Present
Job Managing director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management   November 2011 - Present
Guggenheim Partners  April 2009 - November 2011
HSBC Halbis   April 2005 - April 2009

Skills
High Yield

Education
The University of Chicago   1984 — 1986
MBA, Finance

Boston College - Wallace E. Carroll Graduate School of Management   1978 — 1982
BS, Finance

Bonnie Heath Bonnie Heath Portland, Oregon Area Details
Bonnie Heath's Morgan Stanley Investment Management Experience May 2006 - Present
Job Director
Industry Investment Management
Experience
Morgan Stanley Investment Management   May 2006 - Present
Citi Private Equity Services, Inc. (formerly BISYS Private Equity Services)   November 2005 - April 2006

Skills
Mutual Funds, Fund Accounting, Hedge Funds, Fixed Income, Alternative Investments, Equities, Asset Management, Financial Analysis, Financial Reporting, Financial Accounting, Microsoft Excel, Derivatives, Financial Modeling, Financial Services, Securities, Bloomberg, Finance

Education
Boston University   2000 — 2004
BA, Statistics

Meredith Eisen Meredith Eisen Greater New York City Area Details
Meredith Eisen's Morgan Stanley Investment Management Experience December 2003 - April 2007
Job Senior Client Service Associate at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc  September 2013 - Present
J.P. Morgan   July 2012 - September 2013
AllianceBernstein  June 2010 - August 2012
Morgan Stanley Smith Barney  May 2007 - June 2010
Morgan Stanley Investment Management   December 2003 - April 2007

Education
California State University-Chico   1999 — 2003
Psychology

Sheri Schreck Sheri Schreck New York, New York Details
Sheri Schreck's Morgan Stanley Investment Management Experience May 2005 - Present
Job Executive Director at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley Investment Management   May 2005 - Present
Shearman & Sterling LLP  May 2001 - May 2005

Skills
Securities Regulation, Securities, Private Equity, Hedge Funds, Alternative Investments, Asset Management, Investment Management, Equities, Fund Of Funds, Mutual Funds

Education
Brooklyn Law School
Juris Doctor (JD)

Emory University
Bachelor of Arts, Political Science

Lee Cheung Lee Cheung Greater New York City Area Details
Lee Cheung's Morgan Stanley Investment Management Experience May 2006 - June 2010
Job Marketing Tools and Analytics Manager at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd.  July 2010 - Present
Morgan Stanley Investment Management   May 2006 - June 2010
UBS Wealth Management  January 2006 - May 2006
UBS Wealth Management  July 2001 - January 2006
Paine Webber  July 1999 - July 2001

Skills
Series 7, Vendor Management, Series 63, Cantonese

Education
Brown University   1995 — 1999
BA, International Relations

Andrew Brusca Andrew Brusca Greater New York City Area Details
Andrew Brusca's Morgan Stanley Investment Management Experience 2007 - 2010
Job Mobile Media Planner at xAd, Inc
Industry Marketing and Advertising
Experience
xAd, Inc  September 2014 - Present
Manhattan Residential Group  November 2013 - August 2014
JiWire, Inc.   August 2012 - August 2013
ZenithOptimedia  August 2010 - August 2012
Morgan Stanley Investment Management   2007 - 2010

Skills
Advertising, Broadcast Television, Market Research, Customer Service, Data Entry, Social Media, Digital Media, online research, Donovan, Communication, Media Planning, Media Buying

Education
City University of New York-Hunter College
Bachelor, English and History

Kelly Grayson Kelly Grayson Greater New York City Area Details
Kelly Grayson's Morgan Stanley Investment Management Experience December 2005 - September 2009
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  January 2015 - Present
Morgan Stanley Wealth Management  January 2011 - January 2015
Morgan Stanley Smith Barney  October 2009 - January 2011
Morgan Stanley Investment Management   December 2005 - September 2009
Independent Consultant  June 2002 - November 2005
Accenture  October 1999 - May 2002

Skills
Business Analysis, Wealth Management, Equities, Fixed Income, Financial Services, Hedge Funds, Alternative Investments, Portfolio Management, Asset Management, Content Strategy, Brand Management, Project Management, Derivatives, Large System..., User Experience, Options, Management

Education
Boston College   1995 — 1999
Bachelor of Arts (BA), Economics, 3.5

Julia Van de Walle Julia Van de Walle San Francisco Bay Area Details
Julia Van de Walle's Morgan Stanley Investment Management Experience September 2012 - March 2013
Job Associate at Gunderson Dettmer
Industry Law Practice
Experience
Gunderson Dettmer  March 2014 - Present
Simpson Thacher & Bartlett LLP  September 2011 - February 2014
Morgan Stanley Investment Management   September 2012 - March 2013
U.S. Securities & Exchange Commission   May 2010 - July 2010
East Bay Community Law Center  May 2009 - July 2009
Sanford, Wittels & Heisler LLP   May 2007 - August 2007
Salomon Smith Barney  June 2004 - August 2004

Skills
Legal Writing, Courts, Corporate Law, Criminal Law, Legal Research, Public Policy, Securities Regulation, Class Actions, Legal Assistance, Corporate Governance, Research, Employment Law, Editing, Mergers, Event Planning, Intellectual Property, Mergers & Acquisitions

Education
University of California, Berkeley - School of Law   2008 — 2011
Doctor of Law (J.D.)

Brown University   2005 — 2008
B.A., Cognitive & Linguistic Sciences

Phillips Exeter Academy   2000 — 2004

William Lawrence, CFA William Lawrence, CFA Greater Philadelphia Area Details
William Lawrence, CFA's Morgan Stanley Investment Management Experience August 1998 - April 2008
Job Managing Director Global Fixed Income at SEI Investments
Industry Financial Services
Experience
SEI Investments  May 2008 - Present
Morgan Stanley Investment Management   August 1998 - April 2008
CoreStates Investment Advisers   June 1991 - July 1998

Skills
Investments, Bonds, Portfolio Management, Asset Managment, Alternative Investments, Hedge Funds, Fixed Income, High Yield, Emerging Markets, Asset Allocation, Due Diligence, Investment Strategies, Mutual Funds, Fund Of Funds, Institutional..., Series 7, Asset Management, Capital Markets, Investment Management, Equities, Manager of Managers, Securities, Investment Advisory

Education
University of Pennsylvania - The Wharton School   1983 — 1985
MBA, Finance

Bucknell University   1977 — 1981
B.A., Economics & English

Sergei Parmenov Sergei Parmenov New York, New York Details
Sergei Parmenov's Morgan Stanley Investment Management Experience August 2011 - Present
Job Portfolio Manager, Global Asset Allocation at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   August 2011 - Present
Lyncean Capital Management   September 2008 - December 2010
Traxis Partners  May 2003 - August 2008
J. Rotschild Capital Management   June 2002 - May 2003
Deutsche Bank  January 2001 - March 2002

Education
Columbia College (NY)   1992 — 1995
BA, Economics

Brian Kauffman Brian Kauffman Greater New York City Area Details
Brian Kauffman's Morgan Stanley Investment Management Experience May 2007 - April 2011
Job Senior Sales Representative at Bloomberg
Industry Investment Management
Experience
Bloomberg  May 2011 - Present
Morgan Stanley Investment Management   May 2007 - April 2011
UBS Wealth Management  1999 - 2006

Skills
Equities, Hedge Funds, Series 7, Fixed Income, Alternative Investments, Mutual Funds, Bloomberg, Investments, Asset Management, Series 63, Portfolio Management, Asset Allocation, Asset Managment, Bloomberg Terminal, Financial Markets, Options, Securities

Education
Bucknell University   1995 — 1999
Bachelor's Degree, Business

Bucknell University   1995 — 1999

Bucknell University   1995 — 1999

Bucknell University   1995 — 1999

Crestwood

Ken Tollmann Ken Tollmann San Francisco Bay Area Details
Ken Tollmann's Morgan Stanley Investment Management Experience September 1998 - March 2011
Job Vice President Portfolio Specialist at Transparent value
Industry Investment Management
Experience
Transparent Value, a Guggenheim Partners Company   October 2011 - Present
Morgan Stanley Investment Management   September 1998 - March 2011
DMG Tech Group   1997 - 2001

Skills
Asset Management, Intermediary Sales, Management, Hedge Funds, Mutual Funds, Alternative Investments, Investment Management, Asset Managment, Portfolio Management, Equities, Asset Allocation, Investment Strategies

Education
California Polytechnic State University-San Luis Obispo   1989 — 1992
BS, Business/Finance

Mollie Monti Mollie Monti Greater New York City Area Details
Mollie Monti's Morgan Stanley Investment Management Experience May 2013 - Present
Job Risk Management Consultant
Industry Investment Banking
Experience
Morgan Stanley Investment Management   May 2013 - Present
Long Term Consulting Assignments   2010 - Present

Skills
Operational Risk..., Private Equity, Asset Management, Vendor Management, Capital Markets, Securities, Investment Banking, Portfolio Management, SharePoint, Equities, Investments, Fixed Income, Financial Analysis, Alternative Investments, Derivatives, Bonds, Finance, Financial Modeling, Corporate Finance, Valuation, Mutual Funds, Middle Office, Trading, Financial Markets, Financial Reporting, FX Options, Financial Services, Options, Hedge Funds, Risk Management, Mergers & Acquisitions, RCSA, Banking, Bloomberg, Merchant Banking, Real Estate

Education
Brooklyn College   1991 — 1995
BS

City University of New York-Brooklyn College

Kilian Ryan Kilian Ryan Clemson, South Carolina Details
Kilian Ryan's Morgan Stanley Investment Management Experience 2011 - 2011
Job Operations Assistant at ACCELERATE
Industry Investment Management
Experience
ACCELERATE   April 2012 - Present
Clemson University  November 2011 - Present
Morgan Stanley Investment Management   2011 - 2011
The Cliffs Communities  April 2010 - November 2010

Education
Clemson University   2008 — 2012
Bachelor's degree, Business Administration and Management, General, Graduate

Clemson University - College of Business and Behavioral Science   2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Gary Fritz Gary Fritz Wayne, Pennsylvania Details
Gary Fritz's Morgan Stanley Investment Management Experience June 2012 - December 2014
Job Annuity & Insurance sales and management professional
Industry Investment Management
Experience
Morgan Stanley Investment Management   June 2012 - December 2014
Morgan Stanley  June 2007 - June 2012
MetLife  June 2006 - June 2007
PLANCO  February 1990 - June 2007
Smith Barney/Travelers   March 1999 - June 2006

Education
Bucknell University   1984 — 1988
Bachelor's Degree

Daniel McGovern, CFA Daniel McGovern, CFA New York, New York Details
Daniel McGovern, CFA's Morgan Stanley Investment Management Experience 2005 - 2008
Job Senior Vice President at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments  September 2014 - Present
BlackRock  2008 - 2014
Morgan Stanley Investment Management   2005 - 2008
Morgan Stanley Investment Management   2004 - 2005
Lehman Brothers  2001 - 2003
Fidelity Investments  1996 - 2000
Eaton Vance  1994 - 1996

Skills
Alternative Investments, Fixed Income, Hedge Funds, Equities, Asset Management, Mutual Funds, Series 7, Investments, Valuation, Portfolio Management, Investment Management, Capital Markets

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2000 — 2002
Master of Business Administration (MBA)

College of the Holy Cross   1990 — 1994
BA, Economics

John Picciolo John Picciolo Old Bridge, New Jersey Details
John Picciolo's Morgan Stanley Investment Management Experience July 2007 - Present
Job Advisory Performance Reporting Associate at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley Investment Management   July 2007 - Present
Citi  July 2007 - January 2009

Skills
Equities, Fixed Income, Alternative Investments, Hedge Funds, Portfolio Management, Investments, Securities, Wealth Management, Microsoft Excel, Financial Analysis, Customer Service, Communication, Asset Management, Financial Services, Mutual Funds, Risk Management

Education
City University of New York-College of Staten Island   2002 — 2006
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services

Laura Matthews-Jolly Laura Matthews-Jolly New York, New York Details
Laura Matthews-Jolly's Morgan Stanley Investment Management Experience 2004 - 2007
Job Staff Attorney at Brooklyn Defender Services, Family Defense Practice
Industry Legal Services
Experience
Brooklyn Defender Services, Family Defense Practice  April 2014 - Present
City Bar Justice Center  September 2011 - April 2014
Hon. Melvin L. Gelade, New Jersey Superior Court   August 2010 - August 2011
Morgan Stanley Investment Management   2004 - 2007
Fulbright Commission  2003 - 2004

Education
City University of New York School of Law   2007 — 2010
Doctor of Law (J.D.)

Vassar College   1999 — 2003
Bachelor of Arts (B.A.), Political Science

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