Morgan Stanley Investment Management
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Morgan Stanley Investment Management Employees
Employee
Years
Job
Industry
Jennifer Grullon Jennifer Grullon's Morgan Stanley Investment Management Experience January 2014 - December 2014
Job Relationship Manager at Brighton House Associates
Industry Financial Services
Experience
Brighton House Associates December 2014 - Present
Morgan Stanley Investment Management January 2014 - December 2014
Morgan Stanley Investment Management August 2013 - January 2014
Morgan Stanley June 2011 - August 2013
Skills
Fixed Income, Investments, Hedge Funds, Relationship Management, Credit, Series 7, Series 63, Investment Management, Mutual Funds, Liquidity, Economics, Research, Bloomberg, Risk Management, Asset Management, Data Analysis
Education
Fordham University 2011 — 2013
Master of Arts (M.A.), Economics
Fordham University 2007 — 2011
Bachelor of Arts (B.A.), International Political Economy and Spanish Language and Literature
Brighton House Associates December 2014 - Present
Morgan Stanley Investment Management January 2014 - December 2014
Morgan Stanley Investment Management August 2013 - January 2014
Morgan Stanley June 2011 - August 2013
Skills
Fixed Income, Investments, Hedge Funds, Relationship Management, Credit, Series 7, Series 63, Investment Management, Mutual Funds, Liquidity, Economics, Research, Bloomberg, Risk Management, Asset Management, Data Analysis
Education
Fordham University 2011 — 2013
Master of Arts (M.A.), Economics
Fordham University 2007 — 2011
Bachelor of Arts (B.A.), International Political Economy and Spanish Language and Literature
Austin Angelle Austin Angelle's Morgan Stanley Investment Management Experience May 2013 - Present
Job Analyst at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management May 2013 - Present
Morgan Stanley June 2012 - August 2012
Skills
Financial Modeling, Valuation, Microsoft Excel, Corporate Finance, Financial Analysis, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
ESCP Europe
Marketing / Consumer Behavior
Morgan Stanley Investment Management May 2013 - Present
Morgan Stanley June 2012 - August 2012
Skills
Financial Modeling, Valuation, Microsoft Excel, Corporate Finance, Financial Analysis, Investments
Education
The University of Texas at Austin - The Red McCombs School of Business 2009 — 2013
Bachelor of Business Administration (BBA), Accounting and Finance
ESCP Europe
Marketing / Consumer Behavior
Emily Brock Emily Brock's Morgan Stanley Investment Management Experience June 2006 - July 2009
Job EJW justice AmeriCorps Legal Fellow at Rocky Mountain Immigrant Advocacy Network
Industry Law Practice
Experience
Rocky Mountain Immigrant Advocacy Network, Children's Program December 2014 - Present
Rocky Mountain Immigrant Advocacy Network August 2014 - December 2014
Green and Gardner Law, LLC April 2014 - November 2014
Green and Gardner, LLC November 2013 - April 2014
AYUDA August 2012 - April 2013
AYUDA August 2011 - December 2011
Columbus Community Legal Services February 2011 - December 2011
Columbus Community Legal Services August 2010 - December 2010
The Honorable Judge Fern Flanagan Saddler, DC Superior Court June 2010 - August 2010
Morgan Stanley Investment Management June 2006 - July 2009
Skills
Legal Research, Immigration Law, Legal Assistance, Family Law, Legal Writing, Microsoft Office, Courts, Westlaw, People Skills, People-oriented, Oral Arguments, Legal Documents, French, Criminal Law, Securities Regulation, Microsoft Excel, Microsoft Word, Spanish-speaking, Presentations, Litigation
Education
The Catholic University of America, Columbus School of Law 2009 — 2012
Doctor of Law (J.D.)
Emory University 2002 — 2006
BA, International Studies
United Nations International School 1990 — 2002
High School - IB Diploma
Rocky Mountain Immigrant Advocacy Network, Children's Program December 2014 - Present
Rocky Mountain Immigrant Advocacy Network August 2014 - December 2014
Green and Gardner Law, LLC April 2014 - November 2014
Green and Gardner, LLC November 2013 - April 2014
AYUDA August 2012 - April 2013
AYUDA August 2011 - December 2011
Columbus Community Legal Services February 2011 - December 2011
Columbus Community Legal Services August 2010 - December 2010
The Honorable Judge Fern Flanagan Saddler, DC Superior Court June 2010 - August 2010
Morgan Stanley Investment Management June 2006 - July 2009
Skills
Legal Research, Immigration Law, Legal Assistance, Family Law, Legal Writing, Microsoft Office, Courts, Westlaw, People Skills, People-oriented, Oral Arguments, Legal Documents, French, Criminal Law, Securities Regulation, Microsoft Excel, Microsoft Word, Spanish-speaking, Presentations, Litigation
Education
The Catholic University of America, Columbus School of Law 2009 — 2012
Doctor of Law (J.D.)
Emory University 2002 — 2006
BA, International Studies
United Nations International School 1990 — 2002
High School - IB Diploma
Nichole Osborne Nichole Osborne's Morgan Stanley Investment Management Experience October 2008 - December 2012
Job Area Operations Manager at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. December 2012 - Present
Morgan Stanley Investment Management October 2008 - December 2012
Skills
Financial Services, Microsoft Office,...
Education
Florida Atlantic University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Double Major in Marketing and Management
Palm Beach Community College 2004 — 2006
ASSOCIATE OF ARTS DEGREE, Business Administration and Management, General
Oppenheimer & Co. Inc. December 2012 - Present
Morgan Stanley Investment Management October 2008 - December 2012
Skills
Financial Services, Microsoft Office,...
Education
Florida Atlantic University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Double Major in Marketing and Management
Palm Beach Community College 2004 — 2006
ASSOCIATE OF ARTS DEGREE, Business Administration and Management, General
Gabriela Briceno Gabriela Briceno's Morgan Stanley Investment Management Experience August 2014 - August 2014
Job Recent Graduate at Florida International University
Industry
Experience
Morgan Stanley Investment Management August 2014 - August 2014
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Sales, Time Management, PowerPoint, Public Speaking, Teamwork, Customer Service, Research, Team Leadership, Financial Analysis
Education
Florida International University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Economics
Morgan Stanley Investment Management August 2014 - August 2014
Skills
Microsoft Word, Microsoft Office, Microsoft Excel, Sales, Time Management, PowerPoint, Public Speaking, Teamwork, Customer Service, Research, Team Leadership, Financial Analysis
Education
Florida International University 2012 — 2015
Bachelor of Business Administration (B.B.A.), Finance and Economics
Moli Thomas Moli Thomas's Morgan Stanley Investment Management Experience December 2006 - May 2008
Job TECHNOLOGY MANAGEMENT / BUSINESS OPERATIONS
Industry Information Technology and Services
Experience
Bonneville Power Administration 2014 - Present
MST Consulting September 2009 - April 2014
Port of Skamania County 2011 - 2011
Morgan Stanley Investment Management December 2006 - May 2008
Morgan Stanley October 2000 - November 2006
PNC Bank September 1997 - August 1998
Skills
Project Management, Strategic Planning, Requirements Analysis, Team Management, Technology Management, Business Alignment, Data Management, Hedge Funds, Asset Managment, Derivatives, Portfolio Management, Fixed Income, Equities, Business Analysis, Program Management, Start-ups, Business Process, CRM, Strategy, Integration, SDLC, Analysis, Management, Competitive Analysis, Process Improvement, Change Management, Business Intelligence, IT Strategy
Education
Fordham Gabelli School of Business 2006 — 2009
MBA, Management of Information Systems
Rutgers University-New Brunswick 1995 — 2000
BA, Spanish, History, Comp Sci
Bonneville Power Administration 2014 - Present
MST Consulting September 2009 - April 2014
Port of Skamania County 2011 - 2011
Morgan Stanley Investment Management December 2006 - May 2008
Morgan Stanley October 2000 - November 2006
PNC Bank September 1997 - August 1998
Skills
Project Management, Strategic Planning, Requirements Analysis, Team Management, Technology Management, Business Alignment, Data Management, Hedge Funds, Asset Managment, Derivatives, Portfolio Management, Fixed Income, Equities, Business Analysis, Program Management, Start-ups, Business Process, CRM, Strategy, Integration, SDLC, Analysis, Management, Competitive Analysis, Process Improvement, Change Management, Business Intelligence, IT Strategy
Education
Fordham Gabelli School of Business 2006 — 2009
MBA, Management of Information Systems
Rutgers University-New Brunswick 1995 — 2000
BA, Spanish, History, Comp Sci
Jon McLeod's Morgan Stanley Investment Management Experience July 2001 - October 2004
Job Business Development at Naples Daily News
Industry Marketing and Advertising
Experience
Naples Daily News October 2010 - Present
MINI of Fort Myers July 2010 - November 2010
Bonita Media Enterprises January 2006 - April 2010
McDonald Financial Group October 2004 - January 2006
Morgan Stanley Investment Management July 2001 - October 2004
RE/MAX 1992 - 2001
Skills
Marketing Strategy, Banking, Time Management, Online Advertising, Social Media, Google Adwords
Education
Gordon College 1986 — 1987
N/A, Liberal Arts
Gordon College 1986 — 1987
Naples Daily News October 2010 - Present
MINI of Fort Myers July 2010 - November 2010
Bonita Media Enterprises January 2006 - April 2010
McDonald Financial Group October 2004 - January 2006
Morgan Stanley Investment Management July 2001 - October 2004
RE/MAX 1992 - 2001
Skills
Marketing Strategy, Banking, Time Management, Online Advertising, Social Media, Google Adwords
Education
Gordon College 1986 — 1987
N/A, Liberal Arts
Gordon College 1986 — 1987
Richard Vasquez Richard Vasquez's Morgan Stanley Investment Management Experience April 2013 - Present
Job Vice President at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management April 2013 - Present
FactSet Research Systems May 2012 - March 2013
Standard & Poor's July 2009 - May 2012
K2 Advisors October 2007 - April 2009
Excalibur Advisors L.L.C July 2004 - June 2007
The McIntyre Group 2004 - 2007
McLagan Partners October 2002 - July 2004
SAC Capital January 2001 - September 2002
Forbes Magazine August 1998 - December 2001
Thomson Financial Investor Relations 1997 - 1998
Skills
Research, Writing, Hedge Funds, Alternative Investments, Fixed Income, Team Building, Teamwork, Marketing Communications, Investor Relations, Editing, Business Correspondence, Financial Markets, Equities, Financial Services, Trading, Capital Markets, Asset Management, Investment Management, Databases, Finance, Financial Analysis, Leadership, Project Management, Management, Market Data, Bonds, Derivatives, Securities, Due Diligence, Investment Banking, Portfolio Management
Education
Fordham University 1992 — 1996
BS, Finance and Economics
Morgan Stanley Investment Management April 2013 - Present
FactSet Research Systems May 2012 - March 2013
Standard & Poor's July 2009 - May 2012
K2 Advisors October 2007 - April 2009
Excalibur Advisors L.L.C July 2004 - June 2007
The McIntyre Group 2004 - 2007
McLagan Partners October 2002 - July 2004
SAC Capital January 2001 - September 2002
Forbes Magazine August 1998 - December 2001
Thomson Financial Investor Relations 1997 - 1998
Skills
Research, Writing, Hedge Funds, Alternative Investments, Fixed Income, Team Building, Teamwork, Marketing Communications, Investor Relations, Editing, Business Correspondence, Financial Markets, Equities, Financial Services, Trading, Capital Markets, Asset Management, Investment Management, Databases, Finance, Financial Analysis, Leadership, Project Management, Management, Market Data, Bonds, Derivatives, Securities, Due Diligence, Investment Banking, Portfolio Management
Education
Fordham University 1992 — 1996
BS, Finance and Economics
Joseph Pokorney's Morgan Stanley Investment Management Experience January 2014 - August 2015
Job Vice President at Atlantic Creek Real Estate Partners, LLC
Industry Financial Services
Experience
Atlantic Creek Real Estate Partners, LLC August 2015 - Present
Morgan Stanley Investment Management January 2014 - August 2015
Morgan Stanley Investment Management February 2011 - December 2013
Morgan Stanley Investment Management February 2009 - January 2011
Morgan Stanley July 2008 - January 2009
FSU College of Business - Student Investment Fund December 2007 - April 2008
Morgan Stanley May 2007 - August 2007
WTAS May 2006 - August 2006
Skills
Financial Planning, Financial Reporting, Valuation, Investments, Budgeting, Strategic Financial..., Fund Administration, Portfolio Management, Finance, Risk Management, Analysis, Strategy
Education
Florida State University 2004 — 2008
Bachelor of Science, Majors: Finance & Accounting, Minor: Economics
Florida State University - College of Business 2004 — 2008
B.S., Finance, Accounting, Economics
Atlantic High 2000 — 2004
Atlantic Creek Real Estate Partners, LLC August 2015 - Present
Morgan Stanley Investment Management January 2014 - August 2015
Morgan Stanley Investment Management February 2011 - December 2013
Morgan Stanley Investment Management February 2009 - January 2011
Morgan Stanley July 2008 - January 2009
FSU College of Business - Student Investment Fund December 2007 - April 2008
Morgan Stanley May 2007 - August 2007
WTAS May 2006 - August 2006
Skills
Financial Planning, Financial Reporting, Valuation, Investments, Budgeting, Strategic Financial..., Fund Administration, Portfolio Management, Finance, Risk Management, Analysis, Strategy
Education
Florida State University 2004 — 2008
Bachelor of Science, Majors: Finance & Accounting, Minor: Economics
Florida State University - College of Business 2004 — 2008
B.S., Finance, Accounting, Economics
Atlantic High 2000 — 2004
Donna P. Willard Donna P. Willard's Morgan Stanley Investment Management Experience December 1987 - August 2009
Job First Vice PresidentInvestments, Willard Wealth Management Group at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Willard Wealth Management Group at Wells Fargo Advisors LLC August 2009 - Present
Morgan Stanley Investment Management December 1987 - August 2009
Sullivan & Cromwell LLP 1973 - 1982
Education
Fordham University
Finance
St. Joseph Hill Academy, St. Joseph by the Sea
Willard Wealth Management Group at Wells Fargo Advisors LLC August 2009 - Present
Morgan Stanley Investment Management December 1987 - August 2009
Sullivan & Cromwell LLP 1973 - 1982
Education
Fordham University
Finance
St. Joseph Hill Academy, St. Joseph by the Sea
Ashlee Worlds, MBA Ashlee Worlds, MBA's Morgan Stanley Investment Management Experience May 2007 - August 2007
Job Founder, Impressions of Beauty™
Industry Cosmetics
Experience
Impressions of Beauty January 2013 - Present
A. Worlds Consulting August 2012 - Present
Colomer USA July 2010 - June 2011
Humana February 2009 - June 2010
TNT May 2008 - July 2008
Morgan Stanley Investment Management May 2007 - August 2007
PricewaterhouseCoopers May 2006 - August 2006
Skills
Microsoft Office, Business Analysis, Negotiation, Oral & Written..., Project Management, Sales, SAP, SAP Workflow, Marketing Strategy, Brand Management, Product Development, Product Management, Financial Analysis, Hair Care, Block Color Certified, Product Marketing, Cosmetology, Consumer Insight, FMCG, Marketing Copy, Multi-Cultural Marketing, Leadership, Forecasting, Market Research, Management, Marketing
Education
Florida Agricultural and Mechanical University 2004 — 2008
BS and MBA, Business Administration, Marketing Concentration
Paul Mitchell the School Atlanta 2011 — 2012
Master Cosmetology, Cosmetology/Cosmetologist, General
Shanghai University 2008 — 2008
Contemporary Business in China and Chinese Language
Impressions of Beauty January 2013 - Present
A. Worlds Consulting August 2012 - Present
Colomer USA July 2010 - June 2011
Humana February 2009 - June 2010
TNT May 2008 - July 2008
Morgan Stanley Investment Management May 2007 - August 2007
PricewaterhouseCoopers May 2006 - August 2006
Skills
Microsoft Office, Business Analysis, Negotiation, Oral & Written..., Project Management, Sales, SAP, SAP Workflow, Marketing Strategy, Brand Management, Product Development, Product Management, Financial Analysis, Hair Care, Block Color Certified, Product Marketing, Cosmetology, Consumer Insight, FMCG, Marketing Copy, Multi-Cultural Marketing, Leadership, Forecasting, Market Research, Management, Marketing
Education
Florida Agricultural and Mechanical University 2004 — 2008
BS and MBA, Business Administration, Marketing Concentration
Paul Mitchell the School Atlanta 2011 — 2012
Master Cosmetology, Cosmetology/Cosmetologist, General
Shanghai University 2008 — 2008
Contemporary Business in China and Chinese Language
Eric Åppeslånd Eric Åppeslånd's Morgan Stanley Investment Management Experience June 2007 - December 2008
Job Functional Manager on Custom Dev Projects at Hitachi Consulting
Industry Management Consulting
Experience
Hitachi Consulting April 2014 - Present
HITACHI Consulting April 2012 - April 2014
HITACHI Consulting May 2010 - March 2012
Lumana December 2008 - May 2010
University of Washington - Foster School of Business October 2006 - June 2009
Morgan Stanley Investment Management June 2007 - December 2008
JPMorgan Chase (fka Washington Mutual) June 2006 - September 2006
JPMorgan Chase (fka Washington Mutual) December 2005 - June 2006
JPMorgan Chase (fka Washington Mutual) December 2004 - December 2005
JPMorgan Chase (fka Washington Mutual) December 2001 - December 2004
Skills
Management Consulting, Product Management, Project Management, Financial Modeling, Business Strategy, Product Road Mapping, Start-ups, Leadership, Consulting, Change Management, Management, Feature Prioritization, Software Development, Business Process, Microsoft Office, Business Process..., Analysis, Market Research, Organizational Design, Process Improvement, SharePoint, Entrepreneurship, Financial Analysis, Sustainability, Microfinance, Software Implementation, Tableau, PowerPivot, Business Requirements, Use Case Diagrams, Process Flow..., Software Design, Mockflow, Solution Delivery
Education
Hitachi Consulting
General Assembly 2015 — 2015
Product Management, Product Management
General Assembly 2015 — 2015
Certificate in Product Management, Product Management
www.DigitalTutors.com 2014 — 2014
Microsoft Virtual Academy 2014 — 2014
The Leaders Network 2012 — 2012
Online Business Models
University of Washington, Michael G. Foster School of Business
B.A. in Business Administration, Finance, Information Systems
Hitachi Consulting April 2014 - Present
HITACHI Consulting April 2012 - April 2014
HITACHI Consulting May 2010 - March 2012
Lumana December 2008 - May 2010
University of Washington - Foster School of Business October 2006 - June 2009
Morgan Stanley Investment Management June 2007 - December 2008
JPMorgan Chase (fka Washington Mutual) June 2006 - September 2006
JPMorgan Chase (fka Washington Mutual) December 2005 - June 2006
JPMorgan Chase (fka Washington Mutual) December 2004 - December 2005
JPMorgan Chase (fka Washington Mutual) December 2001 - December 2004
Skills
Management Consulting, Product Management, Project Management, Financial Modeling, Business Strategy, Product Road Mapping, Start-ups, Leadership, Consulting, Change Management, Management, Feature Prioritization, Software Development, Business Process, Microsoft Office, Business Process..., Analysis, Market Research, Organizational Design, Process Improvement, SharePoint, Entrepreneurship, Financial Analysis, Sustainability, Microfinance, Software Implementation, Tableau, PowerPivot, Business Requirements, Use Case Diagrams, Process Flow..., Software Design, Mockflow, Solution Delivery
Education
Hitachi Consulting
General Assembly 2015 — 2015
Product Management, Product Management
General Assembly 2015 — 2015
Certificate in Product Management, Product Management
www.DigitalTutors.com 2014 — 2014
Microsoft Virtual Academy 2014 — 2014
The Leaders Network 2012 — 2012
Online Business Models
University of Washington, Michael G. Foster School of Business
B.A. in Business Administration, Finance, Information Systems
Jonathan Jaw's Morgan Stanley Investment Management Experience July 2011 - September 2011
Job Manager, Investments at HEI Hotels & Resorts
Industry Hospitality
Experience
HEI Hotels & Resorts September 2014 - Present
HVS July 2012 - September 2014
Morgan Stanley Investment Management July 2011 - September 2011
Shangri-La Hotels and Resorts May 2010 - August 2010
Benchmark Hospitality June 2007 - January 2010
NAI Northern California (Formerly Kilpatrick & Co) January 2009 - December 2009
Skills
Market Research, Appraisals, Financial Analysis, Valuation, Financial Modeling, Investments, Real Estate, Real Estate Economics, Research, Asset Managment, Market Analysis, Finance, Entrepreneurship, Strategy, Business Development, Asset Management, Management, Analysis, Investment Properties, Commercial Real Estate, Investment Banking, Due Diligence, DCF, Feasibility Studies, Hospitality, Hotels, Business Strategy, Real Estate Financing, Mergers & Acquisitions, Portfolio Management, Microsoft Office
Education
The London School of Economics and Political Science (LSE) 2011 — 2012
MSc, Real Estate Economics and Finance
Fudan University 2011 — 2011
Economics and Business Management
University of California, Berkeley 2008 — 2011
BA, Economics
The Webb Schools 2004 — 2008
High School, General
HEI Hotels & Resorts September 2014 - Present
HVS July 2012 - September 2014
Morgan Stanley Investment Management July 2011 - September 2011
Shangri-La Hotels and Resorts May 2010 - August 2010
Benchmark Hospitality June 2007 - January 2010
NAI Northern California (Formerly Kilpatrick & Co) January 2009 - December 2009
Skills
Market Research, Appraisals, Financial Analysis, Valuation, Financial Modeling, Investments, Real Estate, Real Estate Economics, Research, Asset Managment, Market Analysis, Finance, Entrepreneurship, Strategy, Business Development, Asset Management, Management, Analysis, Investment Properties, Commercial Real Estate, Investment Banking, Due Diligence, DCF, Feasibility Studies, Hospitality, Hotels, Business Strategy, Real Estate Financing, Mergers & Acquisitions, Portfolio Management, Microsoft Office
Education
The London School of Economics and Political Science (LSE) 2011 — 2012
MSc, Real Estate Economics and Finance
Fudan University 2011 — 2011
Economics and Business Management
University of California, Berkeley 2008 — 2011
BA, Economics
The Webb Schools 2004 — 2008
High School, General
Victoria Li, CFA Victoria Li, CFA's Morgan Stanley Investment Management Experience August 2014 - Present
Job Vice President at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management August 2014 - Present
Citigroup September 2011 - July 2014
Citigroup July 2007 - September 2011
Goldman Sachs May 2006 - August 2006
Education
Georgetown University 2003 — 2006
B.A., Economics, Math, Magna Cum Laude, Phi Beta Kappa
Morgan Stanley Investment Management August 2014 - Present
Citigroup September 2011 - July 2014
Citigroup July 2007 - September 2011
Goldman Sachs May 2006 - August 2006
Education
Georgetown University 2003 — 2006
B.A., Economics, Math, Magna Cum Laude, Phi Beta Kappa
Shipra Srivastava Shipra Srivastava's Morgan Stanley Investment Management Experience January 2014 - Present
Job Associate at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management January 2014 - Present
BlackRock August 2011 - December 2013
Bloomberg LP January 2011 - May 2011
Aviva Investors June 2010 - September 2010
Third Point LLC January 2010 - May 2010
Skills
C++, SQL, JavaScript, Perl, VBA, Microsoft Excel, PowerPoint, Matlab, Trading, Bloomberg, Options, Quantitative Finance, Portfolio Management, Fixed Income, Derivatives
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2011
MS, Operations Research
Guru Gobind Singh Indraprastha University 2005 — 2009
B.Tech, Information Technology
Morgan Stanley Investment Management January 2014 - Present
BlackRock August 2011 - December 2013
Bloomberg LP January 2011 - May 2011
Aviva Investors June 2010 - September 2010
Third Point LLC January 2010 - May 2010
Skills
C++, SQL, JavaScript, Perl, VBA, Microsoft Excel, PowerPoint, Matlab, Trading, Bloomberg, Options, Quantitative Finance, Portfolio Management, Fixed Income, Derivatives
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2009 — 2011
MS, Operations Research
Guru Gobind Singh Indraprastha University 2005 — 2009
B.Tech, Information Technology
Paul J. Ferraro, CAIA Paul J. Ferraro, CAIA's Morgan Stanley Investment Management Experience December 2009 - July 2011
Job The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group May 2011 - Present
Morgan Stanley Investment Management December 2009 - July 2011
Morgan Stanley 2007 - 2009
Torrey Associates 2003 - 2006
Wachovia National Bank 2001 - 2004
First Union National Bank 1997 - 2000
Skills
Alternative Investments, Hedge Funds, Investment Strategies, Asset Allocation, Investments, Private Equity, Capital Markets, Asset Management, Wealth Management, Equities, Securities, Real Estate Private..., Investment Banking, Fixed Income, Mutual Funds, Investment Management, Fund Of Funds, Series 7, Portfolio Management, Derivatives, Bonds
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2000
MBA
Gannon University 1990 — 1994
Bachelor of Science
The Carlyle Group May 2011 - Present
Morgan Stanley Investment Management December 2009 - July 2011
Morgan Stanley 2007 - 2009
Torrey Associates 2003 - 2006
Wachovia National Bank 2001 - 2004
First Union National Bank 1997 - 2000
Skills
Alternative Investments, Hedge Funds, Investment Strategies, Asset Allocation, Investments, Private Equity, Capital Markets, Asset Management, Wealth Management, Equities, Securities, Real Estate Private..., Investment Banking, Fixed Income, Mutual Funds, Investment Management, Fund Of Funds, Series 7, Portfolio Management, Derivatives, Bonds
Education
University of North Carolina at Charlotte - Belk College of Business 1998 — 2000
MBA
Gannon University 1990 — 1994
Bachelor of Science
David N. Dooley David N. Dooley's Morgan Stanley Investment Management Experience January 2012 - March 2013
Job Director, Head of Transformation Management Office at MetLife Investments
Industry Investment Management
Experience
MetLife Investments March 2013 - Present
Morgan Stanley Investment Management January 2012 - March 2013
Buy Side Solutions LLC December 2009 - January 2012
Madison Square Investors LLC June 2007 - July 2009
Citi Alternative Investments July 2004 - June 2007
Morgan Stanley Investment Management May 1994 - June 2004
Skills
Asset Managment, Fixed Income, Hedge Funds, Investments, Equities, Private Equity, Risk Management, Management, Valuation, Asset Management, Financial Analysis, Wealth Management, Mutual Funds, Investment Management, Securities, Financial Services, Outsourcing, Alternative Investments, Management Consulting, Financial Risk, Bloomberg, Start-ups, Derivatives, Strategy, Team Building, Vendor Management, Portfolio Management, Leadership, Fund Of Funds, Trading, Program Management, Analytics, Emerging Markets, Mergers & Acquisitions, Capital Markets
Education
Hamilton College 1989 — 1993
B.A., Liberal Arts
MetLife Investments March 2013 - Present
Morgan Stanley Investment Management January 2012 - March 2013
Buy Side Solutions LLC December 2009 - January 2012
Madison Square Investors LLC June 2007 - July 2009
Citi Alternative Investments July 2004 - June 2007
Morgan Stanley Investment Management May 1994 - June 2004
Skills
Asset Managment, Fixed Income, Hedge Funds, Investments, Equities, Private Equity, Risk Management, Management, Valuation, Asset Management, Financial Analysis, Wealth Management, Mutual Funds, Investment Management, Securities, Financial Services, Outsourcing, Alternative Investments, Management Consulting, Financial Risk, Bloomberg, Start-ups, Derivatives, Strategy, Team Building, Vendor Management, Portfolio Management, Leadership, Fund Of Funds, Trading, Program Management, Analytics, Emerging Markets, Mergers & Acquisitions, Capital Markets
Education
Hamilton College 1989 — 1993
B.A., Liberal Arts
Ahmad Zuaiter Ahmad Zuaiter's Morgan Stanley Investment Management Experience 2002 - 2006
Job Jadara Capital Partners LLC
Industry Investment Management
Experience
Jadara Capital Partners LLC September 2011 - Present
Soros Fund Management 2006 - 2011
Morgan Stanley Investment Management 2002 - 2006
EFG-Hermes 1999 - 2000
SHUAA Capital 1997 - 1999
Skills
Emerging Markets, Alternative Investments, Hedge Funds, Equity Research, Equities, Private Equity, Global Macro, Asset Managment, Valuation, Portfolio Management, Investments, Financial Modeling
Education
Harvard Business School 1994 — 1996
Master of Business Administration (MBA)
Georgetown University 1986 — 1990
Bachelor of Science (BS)
Jadara Capital Partners LLC September 2011 - Present
Soros Fund Management 2006 - 2011
Morgan Stanley Investment Management 2002 - 2006
EFG-Hermes 1999 - 2000
SHUAA Capital 1997 - 1999
Skills
Emerging Markets, Alternative Investments, Hedge Funds, Equity Research, Equities, Private Equity, Global Macro, Asset Managment, Valuation, Portfolio Management, Investments, Financial Modeling
Education
Harvard Business School 1994 — 1996
Master of Business Administration (MBA)
Georgetown University 1986 — 1990
Bachelor of Science (BS)
Anju Grover, CIPM Anju Grover, CIPM's Morgan Stanley Investment Management Experience August 2003 - December 2003
Job Senior Analyst, Global Investment Performance Standards at CFA Institute
Industry Nonprofit Organization Management
Experience
CFA Institute October 2006 - Present
SNL Financial 2006 - 2006
State Farm Insurance 2004 - 2006
Merial Pharmaceuticals April 2004 - June 2004
Morgan Stanley Investment Management August 2003 - December 2003
Skills
Financial Modeling, Equities, Equity Research
Education
CFA Institute
CIPM, Certificate In Investment Performance Measurement
James Madison University 2005 — 2007
MBA, Finance
Georgia State University 2000 — 2003
BBA, Finance and Accounting
Canossa
CFA Institute October 2006 - Present
SNL Financial 2006 - 2006
State Farm Insurance 2004 - 2006
Merial Pharmaceuticals April 2004 - June 2004
Morgan Stanley Investment Management August 2003 - December 2003
Skills
Financial Modeling, Equities, Equity Research
Education
CFA Institute
CIPM, Certificate In Investment Performance Measurement
James Madison University 2005 — 2007
MBA, Finance
Georgia State University 2000 — 2003
BBA, Finance and Accounting
Canossa
Richard Borrello Richard Borrello's Morgan Stanley Investment Management Experience September 2014 - May 2015
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley Investment Management September 2014 - May 2015
Morgan Stanley June 2014 - August 2014
GPS Realty NYC September 2013 - May 2014
Uniqlo September 2012 - December 2012
Fort Lauderdale Strikers May 2012 - August 2012
WFUV October 2011 - August 2012
Fordham University Residence Hall Association September 2011 - May 2012
Skills
Microsoft Office, Social Media, PowerPoint, Sports, Facebook, Event Planning, Social Networking, Microsoft Excel, Microsoft Word, Social Media Marketing, Spanish, Blogging, Event Management, Customer Service, Public Relations, Research, Outlook, Public Speaking, Advertising
Education
Fordham University 2011 — 2015
Bachelor of Science, Business Administration
Morgan Stanley June 2015 - Present
Morgan Stanley Investment Management September 2014 - May 2015
Morgan Stanley June 2014 - August 2014
GPS Realty NYC September 2013 - May 2014
Uniqlo September 2012 - December 2012
Fort Lauderdale Strikers May 2012 - August 2012
WFUV October 2011 - August 2012
Fordham University Residence Hall Association September 2011 - May 2012
Skills
Microsoft Office, Social Media, PowerPoint, Sports, Facebook, Event Planning, Social Networking, Microsoft Excel, Microsoft Word, Social Media Marketing, Spanish, Blogging, Event Management, Customer Service, Public Relations, Research, Outlook, Public Speaking, Advertising
Education
Fordham University 2011 — 2015
Bachelor of Science, Business Administration
Bruce Dunn Bruce Dunn's Morgan Stanley Investment Management Experience 1992 - 1998
Job Financial Marketing Executive & Investment Consultant
Industry Financial Services
Experience
PRISM Investment Solutions & Marketing 2014 - Present
Wells Fargo Securities, LLC January 2009 - September 2013
Wells Fargo January 2009 - September 2013
Wachovia Corp (CIB) October 2005 - 2009
Morgan Stanley June 2000 - October 2005
Morgan Stanley 1998 - 2000
Morgan Stanley Investment Management 1992 - 1998
Dean Witter Reynolds, Inc June 1986 - June 1992
Skills
Advisory Boards, Eastern States..., Alternative Investments, Securities, Fixed Income, Risk Reduction, Asset Allocation, Marketing, Investments, Estate Planning, Investment Advisory, Wealth Management, FINRA, Portfolio Management, Series 63, Financial Advisory, Series 7, Financial Analysis, Structured Products, ETFs, Mutual Funds, Asset Management, Capital Markets, Risk Management, Equities, Financial Services, Finance
Education
Richard D. Irwin Graduate School of The American College, Bryn Mawr, Pennsylvania 2014 — 2015
Chartered Advisor in Philanthropy (CAP)
The American College 2014 — 2015
Chartered Advisor in Philanthropy (CAP), Philanthropic Studies, Professional Designation
Florida State University 1969 — 1972
BA, English & Business (double major)
PRISM Investment Solutions & Marketing 2014 - Present
Wells Fargo Securities, LLC January 2009 - September 2013
Wells Fargo January 2009 - September 2013
Wachovia Corp (CIB) October 2005 - 2009
Morgan Stanley June 2000 - October 2005
Morgan Stanley 1998 - 2000
Morgan Stanley Investment Management 1992 - 1998
Dean Witter Reynolds, Inc June 1986 - June 1992
Skills
Advisory Boards, Eastern States..., Alternative Investments, Securities, Fixed Income, Risk Reduction, Asset Allocation, Marketing, Investments, Estate Planning, Investment Advisory, Wealth Management, FINRA, Portfolio Management, Series 63, Financial Advisory, Series 7, Financial Analysis, Structured Products, ETFs, Mutual Funds, Asset Management, Capital Markets, Risk Management, Equities, Financial Services, Finance
Education
Richard D. Irwin Graduate School of The American College, Bryn Mawr, Pennsylvania 2014 — 2015
Chartered Advisor in Philanthropy (CAP)
The American College 2014 — 2015
Chartered Advisor in Philanthropy (CAP), Philanthropic Studies, Professional Designation
Florida State University 1969 — 1972
BA, English & Business (double major)
James Hart James Hart's Morgan Stanley Investment Management Experience 2004 - December 2010
Job Senior Vice President at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch December 2010 - Present
Morgan Stanley Investment Management 2004 - December 2010
Morgan Stanley 2004 - 2010
Skills
Wealth Management, Alternative Investments, Trading, Asset Management, Corporate Finance, Equities, Financial Management..., Investment Advisory, Mutual Funds, Retirement Planning, Financial Modeling, Investments, Private Equity, Series 7, Strategic Financial..., Finance, Financial Analysis, Series 63, Credit, Banking, Financial Planning
Education
Fordham University 1981 — 1985
BS, Finance, Quantitative Analysis
Merrill Lynch December 2010 - Present
Morgan Stanley Investment Management 2004 - December 2010
Morgan Stanley 2004 - 2010
Skills
Wealth Management, Alternative Investments, Trading, Asset Management, Corporate Finance, Equities, Financial Management..., Investment Advisory, Mutual Funds, Retirement Planning, Financial Modeling, Investments, Private Equity, Series 7, Strategic Financial..., Finance, Financial Analysis, Series 63, Credit, Banking, Financial Planning
Education
Fordham University 1981 — 1985
BS, Finance, Quantitative Analysis
Maria Chambers's Morgan Stanley Investment Management Experience August 2008 - June 2012
Job Vice President and Deputy Chief Compliance Officer at Klingenstein, Fields & Co., L.L.C.
Industry Investment Management
Experience
Klingenstein, Fields & Co., L.L.C. November 2014 - Present
Guggenheim Partners Investment Management, LLC June 2012 - October 2014
Morgan Stanley Investment Management August 2008 - June 2012
Morgan Stanley Investment Management August 2002 - August 2008
Morgan Stanley Investment Management November 1996 - July 2002
Education
Fordham University 1990 — 1994
BA and Certificate in Business Administration, Economics, cum laude, 3.6 (Major), Philosophy 3.9 (Minor), Business Administration 3.8 (Certificate)
Klingenstein, Fields & Co., L.L.C. November 2014 - Present
Guggenheim Partners Investment Management, LLC June 2012 - October 2014
Morgan Stanley Investment Management August 2008 - June 2012
Morgan Stanley Investment Management August 2002 - August 2008
Morgan Stanley Investment Management November 1996 - July 2002
Education
Fordham University 1990 — 1994
BA and Certificate in Business Administration, Economics, cum laude, 3.6 (Major), Philosophy 3.9 (Minor), Business Administration 3.8 (Certificate)
Stephen Siena Stephen Siena's Morgan Stanley Investment Management Experience February 2014 - Present
Job Associate at Morgan Stanley Investment Management
Industry Venture Capital & Private Equity
Experience
Morgan Stanley Investment Management February 2014 - Present
Jones Lang LaSalle March 2013 - January 2014
Jones Lang LaSalle July 2012 - March 2013
Jones Lang LaSalle February 2011 - July 2012
The Atomic Heritage Foundation October 2009 - March 2010
Skills
DCF Valuation, Real Estate Economics, Statistical Modeling, Econometrics, Demographics, Statistical Data..., Monte Carlo Simulation, Regression Models
Education
Georgetown University 2008 — 2010
B.A.
Chaminade High School 2002 — 2006
Morgan Stanley Investment Management February 2014 - Present
Jones Lang LaSalle March 2013 - January 2014
Jones Lang LaSalle July 2012 - March 2013
Jones Lang LaSalle February 2011 - July 2012
The Atomic Heritage Foundation October 2009 - March 2010
Skills
DCF Valuation, Real Estate Economics, Statistical Modeling, Econometrics, Demographics, Statistical Data..., Monte Carlo Simulation, Regression Models
Education
Georgetown University 2008 — 2010
B.A.
Chaminade High School 2002 — 2006
Kelly Oberle-Tweed Kelly Oberle-Tweed's Morgan Stanley Investment Management Experience September 1998 - October 1999
Job Assistant Principal of Enrollment Advancement
Industry Education Management
Experience
Immaculate Heart Academy August 2008 - Present
Immaculate Heart Academy July 2000 - July 2008
Morgan Stanley Investment Management September 1998 - October 1999
Education
Fordham University 1997 — 2000
M.Ed, Counseling Psychology
Manhattan College 1993 — 1997
BA, Education and English
Immaculate Heart Academy
Immaculate Heart Academy August 2008 - Present
Immaculate Heart Academy July 2000 - July 2008
Morgan Stanley Investment Management September 1998 - October 1999
Education
Fordham University 1997 — 2000
M.Ed, Counseling Psychology
Manhattan College 1993 — 1997
BA, Education and English
Immaculate Heart Academy
Sonny Kalsi Sonny Kalsi's Morgan Stanley Investment Management Experience July 1991 - October 2009
Job Sonny Kalsi is a Founding Partner at GreenOak Real Estate
Industry Real Estate
Experience
GreenOak Real Estate June 2010 - Present
Morgan Stanley Investment Management July 1991 - October 2009
Morgan Stanley 1991 - 2009
PaineWebber 1990 - 1991
Skills
Real Estate, Real Estate Investment, Asset Management, Investments, Real Estate Finance, Private Equity, Acquisitions, Asset Managment, Equities, Fixed Income, Property
Education
Georgetown University 1986 — 1990
BSBA, Finance
Georgetown University 1986 — 1990
Bachelor of Science (BS), Finance, General
Georgetown University 1986 — 1990
Bachelor of Science (BS), Finance, General
Georgetown University
GreenOak Real Estate June 2010 - Present
Morgan Stanley Investment Management July 1991 - October 2009
Morgan Stanley 1991 - 2009
PaineWebber 1990 - 1991
Skills
Real Estate, Real Estate Investment, Asset Management, Investments, Real Estate Finance, Private Equity, Acquisitions, Asset Managment, Equities, Fixed Income, Property
Education
Georgetown University 1986 — 1990
BSBA, Finance
Georgetown University 1986 — 1990
Bachelor of Science (BS), Finance, General
Georgetown University 1986 — 1990
Bachelor of Science (BS), Finance, General
Georgetown University
Neal Stump Neal Stump's Morgan Stanley Investment Management Experience January 1992 - December 2005
Job Director, Asset Management at American Realty Advisors
Industry Real Estate
Experience
American Realty Advisors March 2006 - Present
Morgan Stanley Investment Management January 1992 - December 2005
Equitable Real Estate Investment Management, Inc. 1995 - 1997
Skills
Asset Management, Investment Management, Disposition, Real Estate Economics, Real Estate, Real Estate Development, Leases, Due Diligence, Real Estate Transactions, Commercial Real Estate, Investment Properties, Valuation, Brokerage, Acquisitions, Property Management
Education
Severna Park Sr. High
Severna Park Sr. High
Severna Park Sr. High
Severna Park Sr. High
Wake Forest University 1979 — 1983
Bachelor of Arts (BA), Liberal Arts
Wake Forest University - Babcock Graduate School of Management 1985 — 1987
Master of Business Administration (MBA)
Virginia Polytechnic Institute and State University 1984 — 1985
Post Graduate Study in Architectural Design
Georgia State University 1991 — 1995
Master of Science in Real Estate (MSRE), Commercial Real Estate
American Realty Advisors March 2006 - Present
Morgan Stanley Investment Management January 1992 - December 2005
Equitable Real Estate Investment Management, Inc. 1995 - 1997
Skills
Asset Management, Investment Management, Disposition, Real Estate Economics, Real Estate, Real Estate Development, Leases, Due Diligence, Real Estate Transactions, Commercial Real Estate, Investment Properties, Valuation, Brokerage, Acquisitions, Property Management
Education
Severna Park Sr. High
Severna Park Sr. High
Severna Park Sr. High
Severna Park Sr. High
Wake Forest University 1979 — 1983
Bachelor of Arts (BA), Liberal Arts
Wake Forest University - Babcock Graduate School of Management 1985 — 1987
Master of Business Administration (MBA)
Virginia Polytechnic Institute and State University 1984 — 1985
Post Graduate Study in Architectural Design
Georgia State University 1991 — 1995
Master of Science in Real Estate (MSRE), Commercial Real Estate
Adron Krekeler, AIF ChFC's Morgan Stanley Investment Management Experience 1999 - 2007
Job Krekeler Brower Wealth Advisors
Industry Financial Services
Experience
Krekeler Brower Wealth Advisors LLC 2010 - Present
Krekeler Brower Wealth Advisors June 2007 - April 2010
Morgan Stanley Investment Management 1999 - 2007
Education
Excelsior College
BA
Krekeler Brower Wealth Advisors LLC 2010 - Present
Krekeler Brower Wealth Advisors June 2007 - April 2010
Morgan Stanley Investment Management 1999 - 2007
Education
Excelsior College
BA
Yie-Hsin Hung Yie-Hsin Hung's Morgan Stanley Investment Management Experience October 2003 - 2008
Job Chief Executive Officer, New York Life Investment Management
Industry Financial Services
Experience
New York Life Investment Management May 2015 - Present
New York Life Investment Management January 2014 - Present
New York Life Investments March 2012 - December 2013
New York Life Investments November 2010 - March 2012
Bridgewater Associates 2008 - 2010
Morgan Stanley Investment Management October 2003 - 2008
Morgan Stanley February 1997 - October 2003
Dean Witter Reynolds Inc. September 1986 - February 1997
Skills
Executive Management, Asset Management, Investments, Alternative Investments, Mergers, Strategic Planning, Investment Strategies, Private Equity, Hedge Funds, Asset Managment, Mergers & Acquisitions, Capital Markets, Fixed Income, Investment Management, Portfolio Management, Equities, Institutional..., Investment Banking, Venture Capital, Bloomberg, Financial Modeling, Financial Services, Mutual Funds
Education
Harvard Business School 1984 — 1986
MBA
Northwestern University 1980 — 1984
BS, Mechanical Engineering
New York Life Investment Management May 2015 - Present
New York Life Investment Management January 2014 - Present
New York Life Investments March 2012 - December 2013
New York Life Investments November 2010 - March 2012
Bridgewater Associates 2008 - 2010
Morgan Stanley Investment Management October 2003 - 2008
Morgan Stanley February 1997 - October 2003
Dean Witter Reynolds Inc. September 1986 - February 1997
Skills
Executive Management, Asset Management, Investments, Alternative Investments, Mergers, Strategic Planning, Investment Strategies, Private Equity, Hedge Funds, Asset Managment, Mergers & Acquisitions, Capital Markets, Fixed Income, Investment Management, Portfolio Management, Equities, Institutional..., Investment Banking, Venture Capital, Bloomberg, Financial Modeling, Financial Services, Mutual Funds
Education
Harvard Business School 1984 — 1986
MBA
Northwestern University 1980 — 1984
BS, Mechanical Engineering
Marc Lewicki Marc Lewicki's Morgan Stanley Investment Management Experience January 2015 - Present
Job Vice President at Morgan Stanley Investment Management
Industry Capital Markets
Experience
Morgan Stanley Investment Management January 2015 - Present
Morgan Stanley Investment Management January 2013 - January 2015
Morgan Stanley Investment Management January 2011 - December 2012
Morgan Stanley Investment Management July 2008 - December 2010
Morgan Stanley Investment Management June 2007 - August 2007
Education
Georgetown University - The McDonough School of Business 2004 — 2008
Bachelor of Science in Business Administration, Finance; Operations and Information Management
Morgan Stanley Investment Management January 2015 - Present
Morgan Stanley Investment Management January 2013 - January 2015
Morgan Stanley Investment Management January 2011 - December 2012
Morgan Stanley Investment Management July 2008 - December 2010
Morgan Stanley Investment Management June 2007 - August 2007
Education
Georgetown University - The McDonough School of Business 2004 — 2008
Bachelor of Science in Business Administration, Finance; Operations and Information Management
Sheldon Robinson Sheldon Robinson's Morgan Stanley Investment Management Experience November 2011 - Present
Job Quant Analyst/Developer at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management November 2011 - Present
SJ Robinson Consulting Group September 2010 - October 2011
Dimension Capital Partners June 2010 - August 2010
Dimension Capital Partners July 2007 - January 2008
UBS Wealth Management April 2007 - June 2007
SRG America December 2004 - March 2007
Bank of America April 2006 - December 2006
Constella Group December 2005 - March 2006
Verizon August 2005 - October 2005
Constella Group December 2004 - March 2005
Skills
Derivatives, Quantitative Finance, Fixed Income, Trading Systems, Equities, Hedge Funds, Capital Markets, FX Options, Credit Derivatives, VBA, Risk Management, Investment Banking, Trading, Bloomberg, Options
Education
Florida State University 2008 — 2010
MSc, Financial Mathematics
University of the West Indies 1997 — 2000
B.Sc, Actuarial Science
Morgan Stanley Investment Management November 2011 - Present
SJ Robinson Consulting Group September 2010 - October 2011
Dimension Capital Partners June 2010 - August 2010
Dimension Capital Partners July 2007 - January 2008
UBS Wealth Management April 2007 - June 2007
SRG America December 2004 - March 2007
Bank of America April 2006 - December 2006
Constella Group December 2005 - March 2006
Verizon August 2005 - October 2005
Constella Group December 2004 - March 2005
Skills
Derivatives, Quantitative Finance, Fixed Income, Trading Systems, Equities, Hedge Funds, Capital Markets, FX Options, Credit Derivatives, VBA, Risk Management, Investment Banking, Trading, Bloomberg, Options
Education
Florida State University 2008 — 2010
MSc, Financial Mathematics
University of the West Indies 1997 — 2000
B.Sc, Actuarial Science
Lynda Yam's Morgan Stanley Investment Management Experience May 2008 - July 2010
Job Product Manager of Global Infrastructure Securities
Industry Investment Management
Experience
Macquarie Bank October 2010 - Present
Morgan Stanley Investment Management May 2008 - July 2010
BlackRock May 2007 - August 2007
Grand Alliance Asset Management December 2005 - January 2006
Platinum Grove Asset Management June 2005 - August 2005
Education
Georgetown University 2004 — 2008
Phillips Exeter Academy
Macquarie Bank October 2010 - Present
Morgan Stanley Investment Management May 2008 - July 2010
BlackRock May 2007 - August 2007
Grand Alliance Asset Management December 2005 - January 2006
Platinum Grove Asset Management June 2005 - August 2005
Education
Georgetown University 2004 — 2008
Phillips Exeter Academy
Prince (A.) Boateng's Morgan Stanley Investment Management Experience November 2012 - November 2014
Job Branch Support Specialist at Morgan Stanley Investment Management
Industry Financial Services
Experience
New Generation Warriors FC May 2010 - Present
Fast Lane Auto Sales June 2009 - Present
Morgan Stanley Investment Management November 2012 - November 2014
Morgan Stanley Investment Management November 2012 - November 2014
Intern Sushi February 2012 - December 2012
Nations Lending Services June 2012 - September 2012
Ohio Dominican Uni. Fitness Center August 2009 - March 2012
Sterling Management Group, Inc. May 2010 - December 2010
Abercrombie & Fitch May 2010 - December 2010
Beechcroft High School Boys’ Soccer Team June 2009 - December 2009
Skills
Coaching, Managing Others, Market Planning, Higher Education, Public Speaking, Leadership Development, Non-profits, Team-oriented, Public Relations, Customer Satisfaction, Principles of Economics, Sports Marketing, Sports Management, Principles of Finance, Youth Leadership, Positive Team Player, Strongly self-motivated, Problem Solving, Analysis, Management, Social Media, Nonprofits, Time Management, Sales, PowerPoint, Leadership, Teamwork, Microsoft Excel, Customer Service
Education
Franklin University 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Ohio Dominican University 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General
New Generation Warriors FC May 2010 - Present
Fast Lane Auto Sales June 2009 - Present
Morgan Stanley Investment Management November 2012 - November 2014
Morgan Stanley Investment Management November 2012 - November 2014
Intern Sushi February 2012 - December 2012
Nations Lending Services June 2012 - September 2012
Ohio Dominican Uni. Fitness Center August 2009 - March 2012
Sterling Management Group, Inc. May 2010 - December 2010
Abercrombie & Fitch May 2010 - December 2010
Beechcroft High School Boys’ Soccer Team June 2009 - December 2009
Skills
Coaching, Managing Others, Market Planning, Higher Education, Public Speaking, Leadership Development, Non-profits, Team-oriented, Public Relations, Customer Satisfaction, Principles of Economics, Sports Marketing, Sports Management, Principles of Finance, Youth Leadership, Positive Team Player, Strongly self-motivated, Problem Solving, Analysis, Management, Social Media, Nonprofits, Time Management, Sales, PowerPoint, Leadership, Teamwork, Microsoft Excel, Customer Service
Education
Franklin University 2013 — 2016
Master of Business Administration (MBA), Business Administration and Management, General
Ohio Dominican University 2009 — 2012
Bachelor of Science (BS), Business Administration and Management, General
Robert J Stearns Robert J Stearns's Morgan Stanley Investment Management Experience March 1995 - October 2003
Job Licensed Real Estate Salesperson, Halstead Property
Industry Real Estate
Experience
Halstead Property June 2014 - Present
Source Financial Advisors, LLC May 2013 - March 2014
Private Advisor October 2011 - April 2013
BNY Mellon April 2011 - September 2011
Morgan Stanley Wealth Management March 2007 - March 2010
AXA Advisors March 2006 - March 2007
Barrett Associates, Inc. January 2005 - October 2005
Morgan Stanley Investment Management March 1995 - October 2003
Bankers Trust Company September 1987 - March 1995
Skills
Real Estate, Real Estate Transactions, Real Estate Economics, Portfolio Management, Investments, Wealth Management, Mutual Funds, Strategy, Investment Management, Finance, Investment Strategies, Equities, Fixed Income, Financial Markets, Risk Management, Valuation, Financial Risk, Financial Services, Insurance, Securities, Financial Advisory, Asset Allocation, Trading, Asset Management, Investment Properties, Sales, Alternative Investments, Marketing
Education
Fordham Gabelli School of Business 1991 — 1994
MBA, Finance
The College of Wooster 1983 — 1987
BA, Economics
Halstead Property June 2014 - Present
Source Financial Advisors, LLC May 2013 - March 2014
Private Advisor October 2011 - April 2013
BNY Mellon April 2011 - September 2011
Morgan Stanley Wealth Management March 2007 - March 2010
AXA Advisors March 2006 - March 2007
Barrett Associates, Inc. January 2005 - October 2005
Morgan Stanley Investment Management March 1995 - October 2003
Bankers Trust Company September 1987 - March 1995
Skills
Real Estate, Real Estate Transactions, Real Estate Economics, Portfolio Management, Investments, Wealth Management, Mutual Funds, Strategy, Investment Management, Finance, Investment Strategies, Equities, Fixed Income, Financial Markets, Risk Management, Valuation, Financial Risk, Financial Services, Insurance, Securities, Financial Advisory, Asset Allocation, Trading, Asset Management, Investment Properties, Sales, Alternative Investments, Marketing
Education
Fordham Gabelli School of Business 1991 — 1994
MBA, Finance
The College of Wooster 1983 — 1987
BA, Economics
Frank Bailey Frank Bailey's Morgan Stanley Investment Management Experience January 2013 - Present
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management January 2013 - Present
Morgan Stanley Investment Management December 2007 - Present
Morgan Stanley November 2007 - January 2013
Andersen Consulting August 1996 - October 1999
ISSC 1993 - 1996
Spears & Associates, Inc. 1989 - 1993
Skills
SQL, Fixed Income, Hedge Funds, Equities, Trading, Investments, Equity Trading, Mutual Funds, Investment Management, Project Management, SDLC, Business Analysis, Software Project..., Unix, Perl, Data Warehousing
Education
Elmhurst College 2000 — 2002
MS, Computer Network Systems
Texas A&M University 1984 — 1988
BBA, Management Information Systems
Morgan Stanley Investment Management January 2013 - Present
Morgan Stanley Investment Management December 2007 - Present
Morgan Stanley November 2007 - January 2013
Andersen Consulting August 1996 - October 1999
ISSC 1993 - 1996
Spears & Associates, Inc. 1989 - 1993
Skills
SQL, Fixed Income, Hedge Funds, Equities, Trading, Investments, Equity Trading, Mutual Funds, Investment Management, Project Management, SDLC, Business Analysis, Software Project..., Unix, Perl, Data Warehousing
Education
Elmhurst College 2000 — 2002
MS, Computer Network Systems
Texas A&M University 1984 — 1988
BBA, Management Information Systems
sandy yeager's Morgan Stanley Investment Management Experience 2004 - 2006
Job President and CIO at Hanoverian Capital, LLC
Industry Investment Management
Experience
Hanoverian Capital LLC August 2008 - Present
DuPont Capital 2006 - 2008
Morgan Stanley Investment Management 2004 - 2006
Alliance Capital Management July 1990 - March 2004
Kidder Peabody September 1986 - June 1988
Skills
Equities, Asset Management, Portfolio Management
Education
Harvard Business School 1988 — 1990
MBA, Finance
Wellesley College 1982 — 1986
AB, Mathematics and English
College High School
College High school
Hanoverian Capital LLC August 2008 - Present
DuPont Capital 2006 - 2008
Morgan Stanley Investment Management 2004 - 2006
Alliance Capital Management July 1990 - March 2004
Kidder Peabody September 1986 - June 1988
Skills
Equities, Asset Management, Portfolio Management
Education
Harvard Business School 1988 — 1990
MBA, Finance
Wellesley College 1982 — 1986
AB, Mathematics and English
College High School
College High school
Patrick Lulley Patrick Lulley's Morgan Stanley Investment Management Experience March 2006 - November 2008
Job Director, Institutional Business Development at Van Eck Global I Market Vectors ETFs
Industry Financial Services
Experience
Van Eck Global Market Vectors ETFs July 2011 - Present
Double Rock Corporation 2009 - July 2011
Morgan Stanley Investment Management March 2006 - November 2008
TIAA-CREF January 2002 - March 2006
TIAA-CREF July 2000 - December 2001
Skills
Asset Managment, Mutual Funds, ETFs, Commodity Markets, Emerging Markets, Natural Resources, Alternative Investments, Insurance, Investments, Fixed Income, Equities, Retirement
Education
Fordham University - Graduate School of Business Administration
MBA, Concentration in Finance
University of Scranton
BS, Electronics Engineering; Minor in Mathematics
Van Eck Global Market Vectors ETFs July 2011 - Present
Double Rock Corporation 2009 - July 2011
Morgan Stanley Investment Management March 2006 - November 2008
TIAA-CREF January 2002 - March 2006
TIAA-CREF July 2000 - December 2001
Skills
Asset Managment, Mutual Funds, ETFs, Commodity Markets, Emerging Markets, Natural Resources, Alternative Investments, Insurance, Investments, Fixed Income, Equities, Retirement
Education
Fordham University - Graduate School of Business Administration
MBA, Concentration in Finance
University of Scranton
BS, Electronics Engineering; Minor in Mathematics
Viorica Chokshi, CFA Viorica Chokshi, CFA's Morgan Stanley Investment Management Experience June 2015 - Present
Job Head of MultiAsset Middle Office MSIM
Industry Investment Management
Experience
Morgan Stanley Investment Management June 2015 - Present
ORIX Asset Management January 2013 - June 2014
FrontPoint Partners November 2009 - December 2012
FrontPoint Partners LP November 2005 - November 2009
UBS Investment Bank June 2004 - November 2005
Bloomberg L.P June 2003 - June 2004
Skills
Hedge Funds, Fixed Income, Derivatives, Volatility, Portfolio Management, Rates, Loans, Mortgage, Relative Value, Middle Office, Alternative Investments, Bloomberg, Options, Credit Derivatives, Valuation, Equity Derivatives, Swaps, FX Options, Interest Rate..., Back Office, OTC, Hedging, Risk Management, Access, Visual Basic, Calypso, Financial Risk, Asset Management, Investments, Equities, Trading, Finance, Capital Markets, Due Diligence, Structured Products
Education
Emory University - Goizueta Business School 2002 — 2003
MBA, Finance
Central European University Business School 2001 — 2002
Certificate of, Management Studies
Academy of Economic Studies 1996 — 2000
B.S, Finance - Banking and Stock Exchanges Concentration
Morgan Stanley Investment Management June 2015 - Present
ORIX Asset Management January 2013 - June 2014
FrontPoint Partners November 2009 - December 2012
FrontPoint Partners LP November 2005 - November 2009
UBS Investment Bank June 2004 - November 2005
Bloomberg L.P June 2003 - June 2004
Skills
Hedge Funds, Fixed Income, Derivatives, Volatility, Portfolio Management, Rates, Loans, Mortgage, Relative Value, Middle Office, Alternative Investments, Bloomberg, Options, Credit Derivatives, Valuation, Equity Derivatives, Swaps, FX Options, Interest Rate..., Back Office, OTC, Hedging, Risk Management, Access, Visual Basic, Calypso, Financial Risk, Asset Management, Investments, Equities, Trading, Finance, Capital Markets, Due Diligence, Structured Products
Education
Emory University - Goizueta Business School 2002 — 2003
MBA, Finance
Central European University Business School 2001 — 2002
Certificate of, Management Studies
Academy of Economic Studies 1996 — 2000
B.S, Finance - Banking and Stock Exchanges Concentration
Catherine McNulty Catherine McNulty's Morgan Stanley Investment Management Experience June 2014 - Present
Job Executive Director, Head of N.A. Marketing, Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management June 2014 - Present
Deutsche Asset & Wealth Management January 2011 - June 2014
Legg Mason November 2009 - February 2011
Morgan Stanley Investment Management May 2004 - November 2009
Guardian Investor Services 2001 - 2004
Legg Mason (formerly Citigroup Asset Management) 1999 - 2001
Skills
Product Management, Mutual Funds, Separately Managed..., Marketing Strategy, Series 7, Financial Services, Strategy, Asset Management, Marketing, Investments, Financial Advisory, Asset Allocation, Alternative Investments
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
Master of Business Administration (M.B.A.), Finance and Marketing
Skidmore College 1994 — 1998
BS, Business and Government
Morgan Stanley Investment Management June 2014 - Present
Deutsche Asset & Wealth Management January 2011 - June 2014
Legg Mason November 2009 - February 2011
Morgan Stanley Investment Management May 2004 - November 2009
Guardian Investor Services 2001 - 2004
Legg Mason (formerly Citigroup Asset Management) 1999 - 2001
Skills
Product Management, Mutual Funds, Separately Managed..., Marketing Strategy, Series 7, Financial Services, Strategy, Asset Management, Marketing, Investments, Financial Advisory, Asset Allocation, Alternative Investments
Education
Fordham University - Graduate School of Business Administration 2003 — 2006
Master of Business Administration (M.B.A.), Finance and Marketing
Skidmore College 1994 — 1998
BS, Business and Government
Sandor Billinger Sandor Billinger's Morgan Stanley Investment Management Experience July 2008 - September 2008
Job Software Developer at ImpressTV Limited
Industry Information Technology and Services
Experience
ImpressTV Limited July 2014 - Present
Gravity R&D July 2010 - July 2014
Morgan Stanley Dean Witter October 2009 - December 2009
Morgan Stanley Investment Management July 2008 - September 2008
Skills
NetBeans, Java Enterprise Edition, Java, MySQL, Glassfish, Git, PHP, JSP, Linux, Programming, OOP, Eclipse, Software Development, Software Engineering, Computer Science, JavaSE, J2EE, JSON, Python, Bash, XML, XSD, XSLT, Hudson, Continuous Integration, SQL, JDBC, Oracle, Databases, Relational Databases, HTML, JavaScript, CSS, Web Services, WSDL, C#, Subversion, JIRA, Cassandra
Education
Eötvös Loránd Tudományegyetem 2005 — 2011
MSc, Computer Science
Török Ignác Gimnázium 2001 — 2005
English Bilingual class
ImpressTV Limited July 2014 - Present
Gravity R&D July 2010 - July 2014
Morgan Stanley Dean Witter October 2009 - December 2009
Morgan Stanley Investment Management July 2008 - September 2008
Skills
NetBeans, Java Enterprise Edition, Java, MySQL, Glassfish, Git, PHP, JSP, Linux, Programming, OOP, Eclipse, Software Development, Software Engineering, Computer Science, JavaSE, J2EE, JSON, Python, Bash, XML, XSD, XSLT, Hudson, Continuous Integration, SQL, JDBC, Oracle, Databases, Relational Databases, HTML, JavaScript, CSS, Web Services, WSDL, C#, Subversion, JIRA, Cassandra
Education
Eötvös Loránd Tudományegyetem 2005 — 2011
MSc, Computer Science
Török Ignác Gimnázium 2001 — 2005
English Bilingual class
Allison Floam Allison Floam's Morgan Stanley Investment Management Experience June 2008 - August 2008
Job Entrepreneur & Investor
Industry Venture Capital & Private Equity
Experience
Reboot Holdings Pty Ltd 2013 - 2014
TheFix.com 2010 - 2012
MicroDialogue 2009 - 2012
SunSak LLC 2004 - 2009
Morgan Stanley Investment Management June 2008 - August 2008
Morgan Stanley July 2005 - July 2007
Skills
start-ups, entrepreneurship, business development, strategy, finance, financial analysis, investing, operations, analytics, health and wellness, digital media, social media, consumer products, lead generation, Start-ups, Strategy, Venture Capital, Digital Media, Business Development, Entrepreneurship
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science (BS)
Reboot Holdings Pty Ltd 2013 - 2014
TheFix.com 2010 - 2012
MicroDialogue 2009 - 2012
SunSak LLC 2004 - 2009
Morgan Stanley Investment Management June 2008 - August 2008
Morgan Stanley July 2005 - July 2007
Skills
start-ups, entrepreneurship, business development, strategy, finance, financial analysis, investing, operations, analytics, health and wellness, digital media, social media, consumer products, lead generation, Start-ups, Strategy, Venture Capital, Digital Media, Business Development, Entrepreneurship
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 2001 — 2005
Bachelor of Science (BS)
Rich Brereton Rich Brereton's Morgan Stanley Investment Management Experience 1996 - 2008
Job Managing Director Marketing at Harbert Management Corporation
Industry Financial Services
Experience
Harbert Management Corporation 2011 - Present
Boomerang Capital 2008 - 2011
Morgan Stanley Investment Management 1996 - 2008
Bankers Trust 1992 - 1996
JP Morgan 1988 - 1992
Morgan Stanley 1987 - 1988
Skills
Alternative Investments, Investment Management, Hedge Funds, Equities, Asset Managment, Fund Of Funds, Separately Managed...
Education
Georgetown University 1983 — 1987
BSBA, Finance
Harbert Management Corporation 2011 - Present
Boomerang Capital 2008 - 2011
Morgan Stanley Investment Management 1996 - 2008
Bankers Trust 1992 - 1996
JP Morgan 1988 - 1992
Morgan Stanley 1987 - 1988
Skills
Alternative Investments, Investment Management, Hedge Funds, Equities, Asset Managment, Fund Of Funds, Separately Managed...
Education
Georgetown University 1983 — 1987
BSBA, Finance
Tiffany Walz Tiffany Walz's Morgan Stanley Investment Management Experience November 2003 - November 2005
Job Learning Strategy & Support Program Manager
Industry Consumer Goods
Experience
Google May 2014 - Present
Morgan Stanley April 2013 - May 2014
Morgan Stanley December 2006 - April 2013
Morgan Stanley December 2005 - December 2006
Morgan Stanley Investment Management November 2003 - November 2005
Morgan Stanley Investment Management October 2002 - October 2003
Morgan Stanley Online December 1999 - October 2002
Skills
Instructional Design, Adult Education, Educational Technology, Business Analysis, Change Management, Workflow Applications, Workflow Management, Leadership Development, Team Leadership, Cross-functional Team..., Adobe Presenter, Adobe Creative Suite, Microsoft Office, Secondary Education, Language Arts, Instructor-led Training, Training Delivery, Training, Coaching, Learning Management..., Needs Analysis, Leadership, Program Management, Process Improvement, Management, Project Management, Information Technology..., Financial Services
Education
New Jersey City University 2009 — 2012
Master of Arts (M.A.), Educational/Instructional Technology, A
Florida International University 1994 — 1996
Bachelor of Science (B.S.), English/Language Arts Teacher Education, B+
Google May 2014 - Present
Morgan Stanley April 2013 - May 2014
Morgan Stanley December 2006 - April 2013
Morgan Stanley December 2005 - December 2006
Morgan Stanley Investment Management November 2003 - November 2005
Morgan Stanley Investment Management October 2002 - October 2003
Morgan Stanley Online December 1999 - October 2002
Skills
Instructional Design, Adult Education, Educational Technology, Business Analysis, Change Management, Workflow Applications, Workflow Management, Leadership Development, Team Leadership, Cross-functional Team..., Adobe Presenter, Adobe Creative Suite, Microsoft Office, Secondary Education, Language Arts, Instructor-led Training, Training Delivery, Training, Coaching, Learning Management..., Needs Analysis, Leadership, Program Management, Process Improvement, Management, Project Management, Information Technology..., Financial Services
Education
New Jersey City University 2009 — 2012
Master of Arts (M.A.), Educational/Instructional Technology, A
Florida International University 1994 — 1996
Bachelor of Science (B.S.), English/Language Arts Teacher Education, B+
Stephanie Kwong's Morgan Stanley Investment Management Experience August 2013 - Present
Job Associate at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management August 2013 - Present
NetEase Capital August 2012 - August 2012
Apple May 2012 - August 2012
Morgan Stanley August 2010 - July 2011
Morgan Stanley June 2008 - July 2010
Skills
Financial Modeling, Investments, Private Equity, Emerging Markets, Financial Analysis, Venture Capital, Business Strategy, Valuation, Bloomberg, Investment Banking, Mandarin, Asset Managment, Due Diligence, Corporate Finance, Data Analysis, Technology
Education
Harvard Business School 2011 — 2013
MBA
Harvard University 2004 — 2008
B.A. (High Honors), Economics (Magna Cum Laude)
Morgan Stanley Investment Management August 2013 - Present
NetEase Capital August 2012 - August 2012
Apple May 2012 - August 2012
Morgan Stanley August 2010 - July 2011
Morgan Stanley June 2008 - July 2010
Skills
Financial Modeling, Investments, Private Equity, Emerging Markets, Financial Analysis, Venture Capital, Business Strategy, Valuation, Bloomberg, Investment Banking, Mandarin, Asset Managment, Due Diligence, Corporate Finance, Data Analysis, Technology
Education
Harvard Business School 2011 — 2013
MBA
Harvard University 2004 — 2008
B.A. (High Honors), Economics (Magna Cum Laude)
Ted Lynch's Morgan Stanley Investment Management Experience July 1997 - May 2001
Job Founder and Portfolio Manager at Eagle Ace Capital LLC
Industry Investment Management
Experience
Eagle Ace Capital LLC April 2010 - Present
Merrill Lynch March 2007 - December 2009
Centurion Investment Group April 2004 - March 2007
Sigma Capital October 2002 - April 2004
Morgan Stanley Investment Management July 1997 - May 2001
Skills
Portfolio Management, Alternative Investments, Hedge Funds, Equities, Investments, Asset Management, Investment Strategies, Private Equity, Asset Allocation, Investment Management, Fixed Income, Valuation
Education
Georgetown University 1994 — 1997
Bachelor of Business Administration (BBA), Finance, General
Eagle Ace Capital LLC April 2010 - Present
Merrill Lynch March 2007 - December 2009
Centurion Investment Group April 2004 - March 2007
Sigma Capital October 2002 - April 2004
Morgan Stanley Investment Management July 1997 - May 2001
Skills
Portfolio Management, Alternative Investments, Hedge Funds, Equities, Investments, Asset Management, Investment Strategies, Private Equity, Asset Allocation, Investment Management, Fixed Income, Valuation
Education
Georgetown University 1994 — 1997
Bachelor of Business Administration (BBA), Finance, General
Amy Irving Amy Irving's Morgan Stanley Investment Management Experience January 2005 - January 2007
Job Marketing, Communications and Development Consultant
Industry Marketing and Advertising
Experience
Prescott Media January 2014 - Present
Isabelle Media January 2008 - Present
Morgan Stanley Investment Management January 2005 - January 2007
UBS Wealth Management September 2004 - December 2005
Smith Barney Brokerage Firm July 2002 - August 2003
Skills
Editing, Blogging, Creative Writing, Copy Editing, Social Media, Proofreading, Research, Public Speaking, Journalism, Microsoft Office, Public Relations, Teaching, Editorial, Storytelling, Social Networking, Press Releases, Web Content
Education
Emory University
Creative writing
Emory University - Goizueta Business School
Finance/operations management
Stuyvesant
Prescott Media January 2014 - Present
Isabelle Media January 2008 - Present
Morgan Stanley Investment Management January 2005 - January 2007
UBS Wealth Management September 2004 - December 2005
Smith Barney Brokerage Firm July 2002 - August 2003
Skills
Editing, Blogging, Creative Writing, Copy Editing, Social Media, Proofreading, Research, Public Speaking, Journalism, Microsoft Office, Public Relations, Teaching, Editorial, Storytelling, Social Networking, Press Releases, Web Content
Education
Emory University
Creative writing
Emory University - Goizueta Business School
Finance/operations management
Stuyvesant
Rob Goyeneche's Morgan Stanley Investment Management Experience May 2008 - April 2011
Job Vice President at MSCI Inc.
Industry Financial Services
Experience
MSCI Inc. August 2015 - Present
J.P. Morgan September 2012 - August 2015
Russell Investments April 2011 - August 2012
Morgan Stanley Investment Management May 2008 - April 2011
J.P. Morgan September 2006 - May 2008
Skills
MBA, Series 7, Series 63, Portfolio Management, ETFs, Investments, Alternative Investments, Hedge Funds, Money Market, New Business Development
Education
Fordham Gabelli School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
Villanova University 2002 — 2006
Bachelor of Arts (B.A.)
MSCI Inc. August 2015 - Present
J.P. Morgan September 2012 - August 2015
Russell Investments April 2011 - August 2012
Morgan Stanley Investment Management May 2008 - April 2011
J.P. Morgan September 2006 - May 2008
Skills
MBA, Series 7, Series 63, Portfolio Management, ETFs, Investments, Alternative Investments, Hedge Funds, Money Market, New Business Development
Education
Fordham Gabelli School of Business 2011 — 2014
Master of Business Administration (M.B.A.)
Villanova University 2002 — 2006
Bachelor of Arts (B.A.)
Neil Siegel Neil Siegel's Morgan Stanley Investment Management Experience 1999 - 2003
Job Chief Marketing Officer
Industry Financial Services
Experience
Neuberger Berman 2008 - Present
Neuberger Berman 2004 - Present
Neuberger Investment Management 2004 - Present
Lehman Brothers March 2004 - September 2008
Morgan Stanley Investment Management 1999 - 2003
Morgan Stanley 1992 - 2003
Skills
Financial Structuring, Public Relations, Cross-functional Team..., Product Development, Marketing, Integrated Marketing, Private Equity, Alternative Investments, Asset Management, Business Strategy, Competitive Analysis, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Management, Mutual Funds, Portfolio Management, Strategic Partnerships, Strategy
Education
Fordham Gabelli School of Business 1991 — 1993
University of Massachusetts, Amherst 1985 — 1989
BBA, Marketing and Economics
hempstead
Neuberger Berman 2008 - Present
Neuberger Berman 2004 - Present
Neuberger Investment Management 2004 - Present
Lehman Brothers March 2004 - September 2008
Morgan Stanley Investment Management 1999 - 2003
Morgan Stanley 1992 - 2003
Skills
Financial Structuring, Public Relations, Cross-functional Team..., Product Development, Marketing, Integrated Marketing, Private Equity, Alternative Investments, Asset Management, Business Strategy, Competitive Analysis, Equities, Financial Services, Fixed Income, Hedge Funds, Investments, Management, Mutual Funds, Portfolio Management, Strategic Partnerships, Strategy
Education
Fordham Gabelli School of Business 1991 — 1993
University of Massachusetts, Amherst 1985 — 1989
BBA, Marketing and Economics
hempstead
Rick Boccard Rick Boccard's Morgan Stanley Investment Management Experience October 2004 - May 2005
Job Sales Operations and Business Development Professional
Industry Information Technology and Services
Experience
Beacon Technologies December 2010 - Present
Bronto Software July 2009 - December 2010
Bluewolf September 2008 - June 2009
Bluewolf March 2007 - June 2009
Bluewolf January 2006 - March 2007
Geritrex July 2005 - December 2005
Morgan Stanley Investment Management October 2004 - May 2005
Merrill Lynch May 2004 - August 2004
Skills
Sales, Management, Sales Process, Solution Selling, Exceeding Quotas, Email Marketing, E-commerce, Sales Management, Lead Generation, Account Management, Marketing, SaaS, CRM, Cloud Computing, Web Design, Digital Marketing, Managed Services, Strategic Partnerships, Pipeline Development, PPC, Online Marketing, Strategic Communications, Web Applications, Web Analytics, Analytics, Business Development, Client Relations Skills, Sales Presentations, Sales Operations, Bronto, Quota Achievement, Cross-Channel, Integrated..., Data-driven Marketing, Salesforce.com, SEO, New Business Development
Education
University of North Carolina at Greensboro 2013 — 2015
Master of Business Administration (MBA)
Roanoke College 2001 — 2005
BA
Guilford Technical Community College 2009 — 2013
AAS
Valley Central 1997 — 2001
Beacon Technologies December 2010 - Present
Bronto Software July 2009 - December 2010
Bluewolf September 2008 - June 2009
Bluewolf March 2007 - June 2009
Bluewolf January 2006 - March 2007
Geritrex July 2005 - December 2005
Morgan Stanley Investment Management October 2004 - May 2005
Merrill Lynch May 2004 - August 2004
Skills
Sales, Management, Sales Process, Solution Selling, Exceeding Quotas, Email Marketing, E-commerce, Sales Management, Lead Generation, Account Management, Marketing, SaaS, CRM, Cloud Computing, Web Design, Digital Marketing, Managed Services, Strategic Partnerships, Pipeline Development, PPC, Online Marketing, Strategic Communications, Web Applications, Web Analytics, Analytics, Business Development, Client Relations Skills, Sales Presentations, Sales Operations, Bronto, Quota Achievement, Cross-Channel, Integrated..., Data-driven Marketing, Salesforce.com, SEO, New Business Development
Education
University of North Carolina at Greensboro 2013 — 2015
Master of Business Administration (MBA)
Roanoke College 2001 — 2005
BA
Guilford Technical Community College 2009 — 2013
AAS
Valley Central 1997 — 2001
Edie Fischer Edie Fischer's Morgan Stanley Investment Management Experience May 2002 - August 2002
Job Executive Assistant at Xilinx
Industry Consumer Goods
Experience
Xilinx April 2006 - Present
Venrock September 2004 - April 2006
Foundation Capital September 2002 - June 2004
Morgan Stanley Investment Management May 2002 - August 2002
Caspio, Inc. June 2000 - September 2001
Anritsu Industrial Solutions USA July 1996 - June 2000
Gamma Phi Beta International Sorority May 1995 - July 1996
Skills
Cross-functional Team..., Human Resources, Executive Support, Employee Relations, Management, Onboarding, Project Management, Office Management, Travel Arrangements, Start-ups, Leadership, Project Planning, Administration, Administrative..., Business Process, Training, Marketing
Education
Sonoma State University 1993 — 1995
Bachelor of Science, Psychology
Gavilan College 1991 — 1993
Associate of Arts (A.A.), Business Administration and Management, General
Xilinx April 2006 - Present
Venrock September 2004 - April 2006
Foundation Capital September 2002 - June 2004
Morgan Stanley Investment Management May 2002 - August 2002
Caspio, Inc. June 2000 - September 2001
Anritsu Industrial Solutions USA July 1996 - June 2000
Gamma Phi Beta International Sorority May 1995 - July 1996
Skills
Cross-functional Team..., Human Resources, Executive Support, Employee Relations, Management, Onboarding, Project Management, Office Management, Travel Arrangements, Start-ups, Leadership, Project Planning, Administration, Administrative..., Business Process, Training, Marketing
Education
Sonoma State University 1993 — 1995
Bachelor of Science, Psychology
Gavilan College 1991 — 1993
Associate of Arts (A.A.), Business Administration and Management, General
Matthew Nagle Matthew Nagle's Morgan Stanley Investment Management Experience May 2006 - February 2008
Job Financial Sales Specialist Business Development at Dow Jones
Industry Venture Capital & Private Equity
Experience
Dow Jones July 2014 - Present
Dow Jones May 2013 - July 2014
Goldman Sachs February 2011 - May 2013
Cerberus Capital Management February 2008 - April 2010
Morgan Stanley Investment Management May 2006 - February 2008
Weatherstone Mortgage Corp February 2005 - May 2006
Skills
Fixed Income, Hedge Funds, Derivatives, Capital Markets, Equities, Loans, Bloomberg, Financial Analysis, Investments, Market Research, Investment Banking, Valuation, Private Equity, Alternative Investments, Financial Modeling, Asset Management, Huthwaite SPIN Selling
Education
Fordham University
Bachelor of Science, Marketing
Washington and Lee University
Dow Jones July 2014 - Present
Dow Jones May 2013 - July 2014
Goldman Sachs February 2011 - May 2013
Cerberus Capital Management February 2008 - April 2010
Morgan Stanley Investment Management May 2006 - February 2008
Weatherstone Mortgage Corp February 2005 - May 2006
Skills
Fixed Income, Hedge Funds, Derivatives, Capital Markets, Equities, Loans, Bloomberg, Financial Analysis, Investments, Market Research, Investment Banking, Valuation, Private Equity, Alternative Investments, Financial Modeling, Asset Management, Huthwaite SPIN Selling
Education
Fordham University
Bachelor of Science, Marketing
Washington and Lee University
James Joseph's Morgan Stanley Investment Management Experience September 2008 - January 2013
Job The Worthland Group
Industry Real Estate
Experience
The Loaves Studio October 2011 - Present
South Florida Top Professionals September 2007 - Present
Morgan Stanley Investment Management September 2008 - January 2013
Bank of America 2007 - 2008
American Express Financial Advisors 2004 - 2007
Citi 1998 - 2003
Skills
Non-profits, Strategic Financial..., Financial Services, Strategic Planning, Finance, Portfolio Management, Investments, Strategy, Business Analysis, Wealth Management, Project Planning, Business Strategy, Business Development, Start-ups, Financial Planning, Nonprofits, Social Media Marketing, Customer Service, Event Planning, Social Media, Management, Marketing, Leadership, Microsoft Office
Education
Florida Atlantic University 2009 — 2012
Bachelor's Degree, Entrepreneurship/Entrepreneurial Studies
Palm Beach State College 2012 — 2014
Associate's Degree, Motion Picture Production
College for Financial Planning
The Loaves Studio October 2011 - Present
South Florida Top Professionals September 2007 - Present
Morgan Stanley Investment Management September 2008 - January 2013
Bank of America 2007 - 2008
American Express Financial Advisors 2004 - 2007
Citi 1998 - 2003
Skills
Non-profits, Strategic Financial..., Financial Services, Strategic Planning, Finance, Portfolio Management, Investments, Strategy, Business Analysis, Wealth Management, Project Planning, Business Strategy, Business Development, Start-ups, Financial Planning, Nonprofits, Social Media Marketing, Customer Service, Event Planning, Social Media, Management, Marketing, Leadership, Microsoft Office
Education
Florida Atlantic University 2009 — 2012
Bachelor's Degree, Entrepreneurship/Entrepreneurial Studies
Palm Beach State College 2012 — 2014
Associate's Degree, Motion Picture Production
College for Financial Planning
Dennis Schaney Dennis Schaney's Morgan Stanley Investment Management Experience 2008 - 2010
Job Member Board of Directors at GriffinBenefit Street Partners BDC Corp.
Industry Investment Management
Experience
Griffin-Benefit Street Partners BDC Corp. December 2014 - Present
None 2011 - Present
Morgan Stanley Investment Management 2008 - 2010
Credit Suisse 2003 - 2007
BlackRock 1998 - 2003
Merrill Lynch 1989 - 1998
Skills
Leveraged Finance
Education
Fairfield University 1985 — 1995
Master of Science (MS), Finance and Financial Management Services
University of Bridgeport 1976 — 1980
Bachelor of Science (BS), Psychology
Shelton High School 1971 — 1975
Griffin-Benefit Street Partners BDC Corp. December 2014 - Present
None 2011 - Present
Morgan Stanley Investment Management 2008 - 2010
Credit Suisse 2003 - 2007
BlackRock 1998 - 2003
Merrill Lynch 1989 - 1998
Skills
Leveraged Finance
Education
Fairfield University 1985 — 1995
Master of Science (MS), Finance and Financial Management Services
University of Bridgeport 1976 — 1980
Bachelor of Science (BS), Psychology
Shelton High School 1971 — 1975
Cinzia Laurenza's Morgan Stanley Investment Management Experience June 2013 - Present
Job Vice President at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management June 2013 - Present
Fidelity Investments August 2007 - May 2013
Fidelity Investments November 2005 - August 2007
Skills
Series 7, Mutual Funds, Series 63, Investments, Asset Management, Financial Services, Portfolio Management, Fixed Income, Relationship Management, Sales, New Business Development, Liquidity, Separately Managed..., Institutional Sales, Presentation Skills
Education
Griffith University 2005 — 2005
University of Rhode Island - College of Business Administration 2001 — 2005
Bachelor of Science (BS), International Business with a Minor in Marketing, Major GPA: 3.75/4.0 Dean’s List
Morgan Stanley Investment Management June 2013 - Present
Fidelity Investments August 2007 - May 2013
Fidelity Investments November 2005 - August 2007
Skills
Series 7, Mutual Funds, Series 63, Investments, Asset Management, Financial Services, Portfolio Management, Fixed Income, Relationship Management, Sales, New Business Development, Liquidity, Separately Managed..., Institutional Sales, Presentation Skills
Education
Griffith University 2005 — 2005
University of Rhode Island - College of Business Administration 2001 — 2005
Bachelor of Science (BS), International Business with a Minor in Marketing, Major GPA: 3.75/4.0 Dean’s List
Nancy Bernstein Nancy Bernstein's Morgan Stanley Investment Management Experience April 2010 - October 2011
Job Strategic Business Communicator
Industry Financial Services
Experience
Ocwen Financial Corporation (acquired GMAC Mortgage) November 2013 - Present
Ally Financial Inc. (GMAC Mortgage) October 2011 - November 2013
Morgan Stanley Investment Management April 2010 - October 2011
Morgan Stanley Investment Management October 2002 - July 2008
New Jersey Coalition of Automotive Retailers (NJCAR) November 2000 - October 2001
Watson Wyatt June 1999 - October 2000
Mercer Human Resource Consulting January 1993 - November 1998
Skills
Marketing, Focus Groups, Event Planning, CRM, Market Research, Leadership, Training, Business Development, Marketing Communications, Strategic Communications, Fundraising, New Business Development, Public Speaking, Customer Service, Newsletters, Employee Benefits, Asset Management, Due Diligence, Time Management, Client Services
Education
Franklin & Marshall College 1971 — 1975
BA, English
Ocwen Financial Corporation (acquired GMAC Mortgage) November 2013 - Present
Ally Financial Inc. (GMAC Mortgage) October 2011 - November 2013
Morgan Stanley Investment Management April 2010 - October 2011
Morgan Stanley Investment Management October 2002 - July 2008
New Jersey Coalition of Automotive Retailers (NJCAR) November 2000 - October 2001
Watson Wyatt June 1999 - October 2000
Mercer Human Resource Consulting January 1993 - November 1998
Skills
Marketing, Focus Groups, Event Planning, CRM, Market Research, Leadership, Training, Business Development, Marketing Communications, Strategic Communications, Fundraising, New Business Development, Public Speaking, Customer Service, Newsletters, Employee Benefits, Asset Management, Due Diligence, Time Management, Client Services
Education
Franklin & Marshall College 1971 — 1975
BA, English
Matt Cacciutti Matt Cacciutti's Morgan Stanley Investment Management Experience January 2004 - October 2005
Job Operations Manager at ESPAS Inc.
Industry Automotive
Experience
ESPAS Inc. July 2014 - Present
ESPAS Inc. October 2011 - July 2014
ESPAS-Osirius September 2010 - October 2011
ESPAS-Osirius September 2007 - February 2011
ESPAS-Osirius July 2006 - August 2007
ING Clarion October 2005 - July 2006
Morgan Stanley Investment Management January 2004 - October 2005
Skills
Program Management, Strategic Planning, Financial Analysis, Investments, Project Management, Business Strategy, Leadership, Supply Management, New Business Development, Negotiation, Financial Modeling, Cross-functional Team..., Team Building, Contract Negotiation, Microsoft Office, Marketing Strategy, Team Leadership, Lean Manufacturing, Automotive, Forecasting, Management, Business Planning
Education
Walsh College 2008 — 2010
Master of Science, International Business
Gettysburg College 1999 — 2003
Bachelor of Arts and Sciences, Japanese Studies and Business
Temple University 2001 — 2002
Study Abroad, Japan
The Haverford School 1986 — 1999
ESPAS Inc. July 2014 - Present
ESPAS Inc. October 2011 - July 2014
ESPAS-Osirius September 2010 - October 2011
ESPAS-Osirius September 2007 - February 2011
ESPAS-Osirius July 2006 - August 2007
ING Clarion October 2005 - July 2006
Morgan Stanley Investment Management January 2004 - October 2005
Skills
Program Management, Strategic Planning, Financial Analysis, Investments, Project Management, Business Strategy, Leadership, Supply Management, New Business Development, Negotiation, Financial Modeling, Cross-functional Team..., Team Building, Contract Negotiation, Microsoft Office, Marketing Strategy, Team Leadership, Lean Manufacturing, Automotive, Forecasting, Management, Business Planning
Education
Walsh College 2008 — 2010
Master of Science, International Business
Gettysburg College 1999 — 2003
Bachelor of Arts and Sciences, Japanese Studies and Business
Temple University 2001 — 2002
Study Abroad, Japan
The Haverford School 1986 — 1999
Shawn Bartels Shawn Bartels's Morgan Stanley Investment Management Experience December 2001 - Present
Job Vice President at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management December 2001 - Present
Freelance Classical Singer 1994 - Present
Morgan Stanley Investment Management 2001 - 2007
Leafstone Staffing 1995 - 2001
Wackenhut 1994 - 1995
Florida State University 1992 - 1994
Skills
Mutual Funds, Asset Management, Corporate Governance, Due Diligence, SEC compliance, Vocal Performance, Asset Managment, Singing, SEC
Education
Florida State University 1992 — 1994
Masters, Music Performance
University of Northern Colorado 1988 — 1992
Bachelor, Music Performance
Campbell County High School
Morgan Stanley Investment Management December 2001 - Present
Freelance Classical Singer 1994 - Present
Morgan Stanley Investment Management 2001 - 2007
Leafstone Staffing 1995 - 2001
Wackenhut 1994 - 1995
Florida State University 1992 - 1994
Skills
Mutual Funds, Asset Management, Corporate Governance, Due Diligence, SEC compliance, Vocal Performance, Asset Managment, Singing, SEC
Education
Florida State University 1992 — 1994
Masters, Music Performance
University of Northern Colorado 1988 — 1992
Bachelor, Music Performance
Campbell County High School
Sophie Anson Pachella's Morgan Stanley Investment Management Experience 2002 - 2003
Job Founder & CEO at Sophie Yogurt
Industry Health, Wellness and Fitness
Experience
EatStrong January 2000 - Present
Sophie Yogurt January 2010 - Present
Quanstar 2004 - 2005
Morgan Stanley Investment Management 2002 - 2003
Heidrick & Struggles 1998 - 2000
Spencer Stuart 1996 - 1998
Norman Broadbent September 1995 - September 1996
Skills
Nutrition, Fitness, Sports Nutrition, Entrepreneurship, Marketing, Venture Capital, Investments, Start-ups, Strategic Planning, Small Business, New Business Development, Asset Management, Management, Strategy, Private Equity, Health, Weight Management, Coaching, Public Speaking, Social Media, Social Networking, Wellness, Marketing Strategy
Education
American Council on Exercise 1999 — 2000
LWMC
Hamilton College 1992 — 1995
Bachelor of Arts (B.A.)
EatStrong January 2000 - Present
Sophie Yogurt January 2010 - Present
Quanstar 2004 - 2005
Morgan Stanley Investment Management 2002 - 2003
Heidrick & Struggles 1998 - 2000
Spencer Stuart 1996 - 1998
Norman Broadbent September 1995 - September 1996
Skills
Nutrition, Fitness, Sports Nutrition, Entrepreneurship, Marketing, Venture Capital, Investments, Start-ups, Strategic Planning, Small Business, New Business Development, Asset Management, Management, Strategy, Private Equity, Health, Weight Management, Coaching, Public Speaking, Social Media, Social Networking, Wellness, Marketing Strategy
Education
American Council on Exercise 1999 — 2000
LWMC
Hamilton College 1992 — 1995
Bachelor of Arts (B.A.)
Daniel Littler's Morgan Stanley Investment Management Experience March 2014 - Present
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management March 2014 - Present
Airbus Americas Engineering September 2013 - March 2014
Friends University January 2012 - September 2013
Wall Street Training December 2012 - December 2012
Optionetics May 2012 - August 2012
Voluntary Non-Credit Course May 2010 - August 2010
Skills
Tableau, Financial Analysis, Leadership, Market Analysis, Data Analysis, Analysis, Strategy, Microsoft Excel, Financial Modeling, Accounting, Training, Statistics, Financial Accounting, Process Improvement, Time Management, Finance, Business Analysis, Teamwork, Market Research, Financial Reporting, Cash Flow, Corporate Finance, Valuation, Access, Forecasting, Economics
Education
Friends University 2011 — 2014
Bachelor of Science in Finance, Bachelor of Science in Accounting, Emphasis: Securities Analysis and Portfolio Management, Senior
Coastal Carolina
Morgan Stanley Investment Management March 2014 - Present
Airbus Americas Engineering September 2013 - March 2014
Friends University January 2012 - September 2013
Wall Street Training December 2012 - December 2012
Optionetics May 2012 - August 2012
Voluntary Non-Credit Course May 2010 - August 2010
Skills
Tableau, Financial Analysis, Leadership, Market Analysis, Data Analysis, Analysis, Strategy, Microsoft Excel, Financial Modeling, Accounting, Training, Statistics, Financial Accounting, Process Improvement, Time Management, Finance, Business Analysis, Teamwork, Market Research, Financial Reporting, Cash Flow, Corporate Finance, Valuation, Access, Forecasting, Economics
Education
Friends University 2011 — 2014
Bachelor of Science in Finance, Bachelor of Science in Accounting, Emphasis: Securities Analysis and Portfolio Management, Senior
Coastal Carolina
Juanita Foley Juanita Foley's Morgan Stanley Investment Management Experience February 2000 - April 2002
Job at
Industry Financial Services
Experience
J.P. Morgan October 2011 - Present
Standard Bank August 2008 - March 2011
ABN AMRO August 2004 - September 2008
JPMorgan Chase April 2002 - May 2003
Morgan Stanley Investment Management February 2000 - April 2002
Barclays Capital July 1998 - February 2000
Education
Fordham University
J.P. Morgan October 2011 - Present
Standard Bank August 2008 - March 2011
ABN AMRO August 2004 - September 2008
JPMorgan Chase April 2002 - May 2003
Morgan Stanley Investment Management February 2000 - April 2002
Barclays Capital July 1998 - February 2000
Education
Fordham University
Dan Roarty Dan Roarty's Morgan Stanley Investment Management Experience June 1998 - April 2001
Job Chief Investment Officer at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein May 2011 - Present
Nuveen Investments April 2001 - October 2010
Morgan Stanley Investment Management June 1998 - April 2001
Goldman Sachs June 1993 - June 1996
Skills
Equities, Equity Research, Finance, Investments, Portfolio Management, Strategy, Valuation
Education
University of Pennsylvania - The Wharton School 1996 — 1998
M.B.A., Finance
Fairfield University 1989 — 1993
B.S., Finance
AllianceBernstein May 2011 - Present
Nuveen Investments April 2001 - October 2010
Morgan Stanley Investment Management June 1998 - April 2001
Goldman Sachs June 1993 - June 1996
Skills
Equities, Equity Research, Finance, Investments, Portfolio Management, Strategy, Valuation
Education
University of Pennsylvania - The Wharton School 1996 — 1998
M.B.A., Finance
Fairfield University 1989 — 1993
B.S., Finance
Peter Rudden's Morgan Stanley Investment Management Experience March 2007 - August 2011
Job CFO at Constellation Alpha Capital
Industry Financial Services
Experience
Constellation Alpha Capital Corp. August 2015 - Present
Wellington Management January 2013 - August 2015
Morgan Stanley Investment Management March 2007 - August 2011
UBS March 2005 - February 2007
Skills
Trading, Equities, Prime Brokerage, ETFs, Bloomberg, Alternative Investments, Derivatives, Hedge Funds, Options, Equity Derivatives, Swaps
Education
Fairfield University 2000 — 2004
B.S, Finance
Constellation Alpha Capital Corp. August 2015 - Present
Wellington Management January 2013 - August 2015
Morgan Stanley Investment Management March 2007 - August 2011
UBS March 2005 - February 2007
Skills
Trading, Equities, Prime Brokerage, ETFs, Bloomberg, Alternative Investments, Derivatives, Hedge Funds, Options, Equity Derivatives, Swaps
Education
Fairfield University 2000 — 2004
B.S, Finance
Paul Gerding Paul Gerding's Morgan Stanley Investment Management Experience 2005 - Present
Job
Industry Information Technology and Services
Experience
Morgan Stanley Investment Management 2005 - Present
IDK Technology 1997 - 2005
Prudential Financial 1983 - 1997
Skills
Visual Studio, Sybase, SQL, Microsoft Excel
Education
Elizabethtown College
Bachelor's degree, Business Administration and Management, General
Morgan Stanley Investment Management 2005 - Present
IDK Technology 1997 - 2005
Prudential Financial 1983 - 1997
Skills
Visual Studio, Sybase, SQL, Microsoft Excel
Education
Elizabethtown College
Bachelor's degree, Business Administration and Management, General
Dwayne Rahman, CFM, CFMA's Morgan Stanley Investment Management Experience 2000 - 2002
Job Regional Business Development Executive
Industry Executive Office
Experience
Global Resources, LLC 2013 - 2015
New Vision Holdings Group 2005 - 2009
Merrill Lynch 2002 - 2005
Morgan Stanley Investment Management 2000 - 2002
Investors Bank & Trust 1996 - 2000
Education
Harvard Extension School
Seton Hall University
Business Management
University of Massachusetts Boston
Bachelor of Science (BS)
Global Resources, LLC 2013 - 2015
New Vision Holdings Group 2005 - 2009
Merrill Lynch 2002 - 2005
Morgan Stanley Investment Management 2000 - 2002
Investors Bank & Trust 1996 - 2000
Education
Harvard Extension School
Seton Hall University
Business Management
University of Massachusetts Boston
Bachelor of Science (BS)
Dominic Maurillo's Morgan Stanley Investment Management Experience July 2011 - February 2014
Job Chief Operating Officer, Private Company
Industry Investment Management
Experience
COO Private Company February 2014 - Present
Xchange Benefits March 2011 - November 2014
Morgan Stanley Investment Management July 2011 - February 2014
Morgan Stanley Smith Barney June 2010 - July 2011
Citi Smith Barney June 2007 - December 2010
Citi Smith Barney January 2007 - November 2010
DF King & Co., Inc. January 1999 - May 2007
Skills
Strategy Development, Asset Management, Financial Analysis, Financial Modeling, Financial Management, Due Diligence, Strategic Planning, Operational Excellence, Risk Management, Asset Managment, Managerial Finance, Strategy, Global Management, Private Equity, Distribution Strategies, Global Finance, Change Management, Financial Services, Mutual Funds, Investments, Bloomberg, Start-ups, Finance, Executive Management, Capital Markets, Banking, Investment Advisory, Wealth Management, Management, Alternative Investments, Financial Advisory, Investment Management, Hedge Funds, Investment Strategies, Securities, Venture Capital, Governance, Strategic Financial..., Financial Markets, Restructuring, Relationship Management, Options, Operational Risk, Consulting, Fund Of Funds, Portfolio Management, Leadership, Fixed Income, Equities, Series 63
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Finance and Management, MBA
Fordham University
BS, Economics
COO Private Company February 2014 - Present
Xchange Benefits March 2011 - November 2014
Morgan Stanley Investment Management July 2011 - February 2014
Morgan Stanley Smith Barney June 2010 - July 2011
Citi Smith Barney June 2007 - December 2010
Citi Smith Barney January 2007 - November 2010
DF King & Co., Inc. January 1999 - May 2007
Skills
Strategy Development, Asset Management, Financial Analysis, Financial Modeling, Financial Management, Due Diligence, Strategic Planning, Operational Excellence, Risk Management, Asset Managment, Managerial Finance, Strategy, Global Management, Private Equity, Distribution Strategies, Global Finance, Change Management, Financial Services, Mutual Funds, Investments, Bloomberg, Start-ups, Finance, Executive Management, Capital Markets, Banking, Investment Advisory, Wealth Management, Management, Alternative Investments, Financial Advisory, Investment Management, Hedge Funds, Investment Strategies, Securities, Venture Capital, Governance, Strategic Financial..., Financial Markets, Restructuring, Relationship Management, Options, Operational Risk, Consulting, Fund Of Funds, Portfolio Management, Leadership, Fixed Income, Equities, Series 63
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Finance and Management, MBA
Fordham University
BS, Economics
Michelle Griffin Schepis's Morgan Stanley Investment Management Experience January 2011 - Present
Job Portfolio Advisor at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management January 2011 - Present
Morgan Stanley Investment Management August 2009 - January 2011
Morgan Stanley February 2008 - July 2010
Parker Global Strategies August 2005 - January 2008
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Bloomberg, Asset Managment, Portfolio Management, Due Diligence, Investments
Education
Fordham University 2001 — 2005
Morgan Stanley Investment Management January 2011 - Present
Morgan Stanley Investment Management August 2009 - January 2011
Morgan Stanley February 2008 - July 2010
Parker Global Strategies August 2005 - January 2008
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Bloomberg, Asset Managment, Portfolio Management, Due Diligence, Investments
Education
Fordham University 2001 — 2005
Catherine Trinder Miller's Morgan Stanley Investment Management Experience August 2006 - April 2011
Job Multiplying Life's Possibilities at Pando Partners Wealth Management
Industry Financial Services
Experience
Raymond James April 2015 - Present
Brainspires, Inc. April 2011 - April 2015
Morgan Stanley Investment Management August 2006 - April 2011
Morgan Stanley August 2000 - January 2005
Salomon Smith Barney June 1999 - August 1999
Smith Barney Consulting Group August 1996 - August 1998
Prudential Securities June 1994 - May 1996
ICC Capital Management September 1992 - April 1995
Skills
Asset Management, Equities, Hedge Funds, Investment Banking, Fixed Income, Insurance, Financial Markets, Institutional, Series 7, Investments, Asset Allocation, Mutual Funds, Valuation, Funding, Financial Analysis, Alternative Investments, Series 63, Business Strategy, Wealth Management, Capital Markets, Strategic Planning, Product Development, Investment Advisory, Financial Modeling, Corporate Finance, New Business Development, Business Planning, Customer Relations, Financial Planning, Competitive Analysis, Team Building, Product Management, Market Research, Investment Strategies, Strategy Development, Product Marketing, Marketing Strategy, Trading, Strategy
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Emory University - Goizueta Business School 1988 — 1992
BBA, Marketing, Management
Schiller International University 1991 — 1991
International Business
Raymond James April 2015 - Present
Brainspires, Inc. April 2011 - April 2015
Morgan Stanley Investment Management August 2006 - April 2011
Morgan Stanley August 2000 - January 2005
Salomon Smith Barney June 1999 - August 1999
Smith Barney Consulting Group August 1996 - August 1998
Prudential Securities June 1994 - May 1996
ICC Capital Management September 1992 - April 1995
Skills
Asset Management, Equities, Hedge Funds, Investment Banking, Fixed Income, Insurance, Financial Markets, Institutional, Series 7, Investments, Asset Allocation, Mutual Funds, Valuation, Funding, Financial Analysis, Alternative Investments, Series 63, Business Strategy, Wealth Management, Capital Markets, Strategic Planning, Product Development, Investment Advisory, Financial Modeling, Corporate Finance, New Business Development, Business Planning, Customer Relations, Financial Planning, Competitive Analysis, Team Building, Product Management, Market Research, Investment Strategies, Strategy Development, Product Marketing, Marketing Strategy, Trading, Strategy
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Emory University - Goizueta Business School 1988 — 1992
BBA, Marketing, Management
Schiller International University 1991 — 1991
International Business
Deborah Roberts's Morgan Stanley Investment Management Experience December 2001 - August 2004
Job Head of Household
Industry Individual & Family Services
Experience
Roberts Household January 2008 - Present
Legg Mason September 2004 - January 2008
Morgan Stanley Investment Management December 2001 - August 2004
Morgan Stanley Asset Management 2001 - 2004
Morgan Stanley Investment Management June 1997 - December 2001
Mackenzie Ivy Funds June 1992 - May 1995
Skills
Strategy, Mutual Funds, Financial Services, Management, Market Research, Alternative Investments, Marketing
Education
Georgetown University - The McDonough School of Business 1995 — 1997
MBA, Business
Tufts University 1988 — 1992
Christ Church Episcopal School 1977 — 1988
High School, n/a
Roberts Household January 2008 - Present
Legg Mason September 2004 - January 2008
Morgan Stanley Investment Management December 2001 - August 2004
Morgan Stanley Asset Management 2001 - 2004
Morgan Stanley Investment Management June 1997 - December 2001
Mackenzie Ivy Funds June 1992 - May 1995
Skills
Strategy, Mutual Funds, Financial Services, Management, Market Research, Alternative Investments, Marketing
Education
Georgetown University - The McDonough School of Business 1995 — 1997
MBA, Business
Tufts University 1988 — 1992
Christ Church Episcopal School 1977 — 1988
High School, n/a
Chris Davaris's Morgan Stanley Investment Management Experience July 1991 - March 1998
Job Senior Executive, Banking & Financial Services: Bridging business, operations, administration & technology
Industry Investment Management
Experience
Brown Brothers Harriman 2010 - July 2015
Brown Brothers Harriman 2007 - 2010
Brown Brothers Harriman 2003 - 2007
Brown Brothers Harriman 2000 - 2003
Brown Brothers Harriman 1998 - 2000
Morgan Stanley Investment Management July 1991 - March 1998
First Manhattan Company July 1988 - July 1991
Legg Mason Masten February 1987 - July 1988
EF Hutton July 1985 - September 1986
Skills
Equities, Asset Managment, Project Management, Fixed Income, Management, Personnel Management, Connecting People, Conflict Resolution, Asset Management, Trading, Securities, Risk Management, Financial Markets, Financial Services, Bloomberg, Investments, Portfolio Management, Series 7, Human Resources, Bonds, Trading Systems, Investment Management, Market Data, Business Analysis, Vendor Management
Education
Fordham University 1982 — 1986
Bachelor of Science (BS), Finance; Business Eco; Information & Decision Sciences
Brown Brothers Harriman 2010 - July 2015
Brown Brothers Harriman 2007 - 2010
Brown Brothers Harriman 2003 - 2007
Brown Brothers Harriman 2000 - 2003
Brown Brothers Harriman 1998 - 2000
Morgan Stanley Investment Management July 1991 - March 1998
First Manhattan Company July 1988 - July 1991
Legg Mason Masten February 1987 - July 1988
EF Hutton July 1985 - September 1986
Skills
Equities, Asset Managment, Project Management, Fixed Income, Management, Personnel Management, Connecting People, Conflict Resolution, Asset Management, Trading, Securities, Risk Management, Financial Markets, Financial Services, Bloomberg, Investments, Portfolio Management, Series 7, Human Resources, Bonds, Trading Systems, Investment Management, Market Data, Business Analysis, Vendor Management
Education
Fordham University 1982 — 1986
Bachelor of Science (BS), Finance; Business Eco; Information & Decision Sciences
Brian Silverman's Morgan Stanley Investment Management Experience September 2004 - May 2008
Job Director at BlackRock
Industry Investment Management
Experience
BlackRock Financial August 2008 - Present
Morgan Stanley Investment Management September 2004 - May 2008
Goldman Sachs 2000 - 2004
Lazard Asset Management January 1998 - July 2000
Skills
Hedge Funds, Series 7, Product Management, Asset Managment, Fixed Income, Equities, Alternative Investments, Asset Allocation, Investment Strategies, ETFs, Asset Management, Mutual Funds, Securities
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance
Muhlenberg College 1988 — 1992
Bachelor of Science (BS), Psychology
BlackRock Financial August 2008 - Present
Morgan Stanley Investment Management September 2004 - May 2008
Goldman Sachs 2000 - 2004
Lazard Asset Management January 1998 - July 2000
Skills
Hedge Funds, Series 7, Product Management, Asset Managment, Fixed Income, Equities, Alternative Investments, Asset Allocation, Investment Strategies, ETFs, Asset Management, Mutual Funds, Securities
Education
Fordham Gabelli School of Business 1994 — 1997
MBA, Finance
Muhlenberg College 1988 — 1992
Bachelor of Science (BS), Psychology
Charissa Pal's Morgan Stanley Investment Management Experience June 2004 - May 2006
Job Associate Vice President at AllianceBernstein International
Industry Investment Management
Experience
AllianceBernstein May 2010 - Present
Barclays Global Investors February 2008 - June 2010
Prudential Financial November 2006 - 2008
Morgan Stanley Investment Management June 2004 - May 2006
Skills
Spanish-speaking
Education
Fairfield University 1994 — 1998
Bachelor of Science (B.S.)
AllianceBernstein May 2010 - Present
Barclays Global Investors February 2008 - June 2010
Prudential Financial November 2006 - 2008
Morgan Stanley Investment Management June 2004 - May 2006
Skills
Spanish-speaking
Education
Fairfield University 1994 — 1998
Bachelor of Science (B.S.)
Heather Tancredi's Morgan Stanley Investment Management Experience June 1995 - February 2003
Job SVP, Business Strategy & Initiatives Manager at U.S. Trust
Industry Financial Services
Experience
U.S. Trust October 2014 - Present
MUFG Americas October 2012 - October 2014
Morgan Stanley February 2005 - April 2012
AXA Advisors October 2003 - February 2005
Dean Witter Reynolds Inc. June 1995 - February 2003
Morgan Stanley Investment Management June 1995 - February 2003
Dillon Read June 1992 - June 1995
Skills
Mutual Funds, Financial Planning, Investment Banking, Series 7, Portfolio Management, Project Management, Series 63, Relationship Management, Investment Management, Insurance, Investment Advisory, Investments, Equities, Financial Services, Asset Management, Capital Markets, Analysis, Investment Strategies, Securities, Business Development, Asset Allocation, Wealth Management, Equity Research, Corporate Finance, FINRA, Business Analysis, Equity Valuation, Financial Modeling, Valuation, Financial Analysis, Financial Markets, Banking, Leadership, Market Data, Wealth Management..., Team Management, Vendor Management, PMO, SDLC, Project Portfolio..., Portfolio Optimization, Strategy, Strategic Financial..., Management
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Finance
University of Maryland College Park 1988 — 1992
BA, Economics
U.S. Trust October 2014 - Present
MUFG Americas October 2012 - October 2014
Morgan Stanley February 2005 - April 2012
AXA Advisors October 2003 - February 2005
Dean Witter Reynolds Inc. June 1995 - February 2003
Morgan Stanley Investment Management June 1995 - February 2003
Dillon Read June 1992 - June 1995
Skills
Mutual Funds, Financial Planning, Investment Banking, Series 7, Portfolio Management, Project Management, Series 63, Relationship Management, Investment Management, Insurance, Investment Advisory, Investments, Equities, Financial Services, Asset Management, Capital Markets, Analysis, Investment Strategies, Securities, Business Development, Asset Allocation, Wealth Management, Equity Research, Corporate Finance, FINRA, Business Analysis, Equity Valuation, Financial Modeling, Valuation, Financial Analysis, Financial Markets, Banking, Leadership, Market Data, Wealth Management..., Team Management, Vendor Management, PMO, SDLC, Project Portfolio..., Portfolio Optimization, Strategy, Strategic Financial..., Management
Education
Fordham University - Graduate School of Business Administration 1997 — 2000
MBA, Finance
University of Maryland College Park 1988 — 1992
BA, Economics
Edward M. Kuczma Jr., CFA's Morgan Stanley Investment Management Experience November 2013 - April 2015
Job Vice President Emerging Market Equities at BlackRock
Industry Investment Management
Experience
BlackRock April 2015 - Present
Morgan Stanley Investment Management November 2013 - April 2015
Van Eck Global July 2004 - November 2013
Van Eck Global March 2006 - June 2008
Van Eck Global January 2004 - June 2004
Skills
Due Diligence, Equities, Financial Analysis, Valuation, Economics, Hedge Funds, Alternative Investments, Emerging Markets, Portfolio Management, Mutual Funds, Investments, Capital Markets, Financial Modeling, Bloomberg, Asset Managment, Investment Strategies, ETFs, Derivatives, Asset Management, Latin America, Equity Valuation, Commodity, Equity Research, Asset Allocation, Financial Markets, Securities, Series 7
Education
Georgetown University 1999 — 2003
Bachelor of Science, Double Major: Finance and Management
Georgetown University - The McDonough School of Business 1999 — 2003
Bachelor of Science, Double Major: Finance and Management
Ridgewood High School 1995 — 1999
BlackRock April 2015 - Present
Morgan Stanley Investment Management November 2013 - April 2015
Van Eck Global July 2004 - November 2013
Van Eck Global March 2006 - June 2008
Van Eck Global January 2004 - June 2004
Skills
Due Diligence, Equities, Financial Analysis, Valuation, Economics, Hedge Funds, Alternative Investments, Emerging Markets, Portfolio Management, Mutual Funds, Investments, Capital Markets, Financial Modeling, Bloomberg, Asset Managment, Investment Strategies, ETFs, Derivatives, Asset Management, Latin America, Equity Valuation, Commodity, Equity Research, Asset Allocation, Financial Markets, Securities, Series 7
Education
Georgetown University 1999 — 2003
Bachelor of Science, Double Major: Finance and Management
Georgetown University - The McDonough School of Business 1999 — 2003
Bachelor of Science, Double Major: Finance and Management
Ridgewood High School 1995 — 1999
Jonathan D. Spiegel's Morgan Stanley Investment Management Experience 2007 - June 2010
Job Vice President at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs Asset Management January 2015 - Present
Goldman Sachs Asset Management June 2010 - December 2014
Morgan Stanley Investment Management 2007 - June 2010
PNC Financial Services Group April 2006 - August 2007
Ameriprise Financial June 2004 - April 2006
Skills
Financial Modeling, Series 7, Series 63, Alternative Investments, Fixed Income, Equities, ETFs, Mutual Funds
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Finance
Penn State University 1999 — 2004
Bachelor of Science, Management
Goldman Sachs Asset Management January 2015 - Present
Goldman Sachs Asset Management June 2010 - December 2014
Morgan Stanley Investment Management 2007 - June 2010
PNC Financial Services Group April 2006 - August 2007
Ameriprise Financial June 2004 - April 2006
Skills
Financial Modeling, Series 7, Series 63, Alternative Investments, Fixed Income, Equities, ETFs, Mutual Funds
Education
Fordham University - Graduate School of Business Administration 2009 — 2012
MBA, Finance
Penn State University 1999 — 2004
Bachelor of Science, Management
Danie McHugh's Morgan Stanley Investment Management Experience 1999 - 2003
Job Partner at Summit Trail Advisors
Industry Investment Management
Experience
Summit Trail Advisors July 2015 - Present
Barclays September 2008 - July 2015
Lehman Brothers June 2007 - September 2008
Lehman Brothers September 2003 - June 2007
Lehman Brothers 2003 - 2005
Morgan Stanley Investment Management 1999 - 2003
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA
Fairfield University 1993 — 1997
B.A., Communications
St Ignatius College Prep 1992 — 1994
Academy of the Sacred Heart 1980 — 1989
Summit Trail Advisors July 2015 - Present
Barclays September 2008 - July 2015
Lehman Brothers June 2007 - September 2008
Lehman Brothers September 2003 - June 2007
Lehman Brothers 2003 - 2005
Morgan Stanley Investment Management 1999 - 2003
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA
Fairfield University 1993 — 1997
B.A., Communications
St Ignatius College Prep 1992 — 1994
Academy of the Sacred Heart 1980 — 1989
Stefanie Yu's Morgan Stanley Investment Management Experience November 1997 - Present
Job Managing Director at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management November 1997 - Present
Clifford Chance US LLP (formerly Rogers & Wells) September 1991 - November 1997
Education
Georgetown University Law Center 1988 — 1991
JD, Law
New York University 1984 — 1988
Bachelor of Science, Accounting
Morgan Stanley Investment Management November 1997 - Present
Clifford Chance US LLP (formerly Rogers & Wells) September 1991 - November 1997
Education
Georgetown University Law Center 1988 — 1991
JD, Law
New York University 1984 — 1988
Bachelor of Science, Accounting
Adam August's Morgan Stanley Investment Management Experience July 2008 - September 2014
Job Fixed Income Professional
Industry Investment Management
Experience
Morgan Stanley Investment Management July 2008 - September 2014
PCG International January 2006 - May 2008
Rothschild 2007 - 2007
Skills
Fixed Income, ABS, Due Diligence, Securitization, CMBS, MBS, Valuation, Alternative Investments
Education
Georgetown University 2004 — 2008
BS, Economics and Biochemistry
Morgan Stanley Investment Management July 2008 - September 2014
PCG International January 2006 - May 2008
Rothschild 2007 - 2007
Skills
Fixed Income, ABS, Due Diligence, Securitization, CMBS, MBS, Valuation, Alternative Investments
Education
Georgetown University 2004 — 2008
BS, Economics and Biochemistry
Kyle Houghton's Morgan Stanley Investment Management Experience September 2002 - August 2004
Job Marketing Services Procurement
Industry Pharmaceuticals
Experience
Bayer HealthCare February 2015 - Present
Bayer HealthCare May 2013 - February 2015
Mondelēz International May 2011 - May 2013
TD Ameritrade January 2010 - May 2011
TD Ameritrade May 2008 - December 2009
ABN AMRO Bank N.V. June 2006 - December 2007
Morgan Stanley Investment Management September 2002 - August 2004
Boston Financial Data Services September 2000 - August 2002
Skills
Contract Negotiation, Cross-functional Team..., Global Sourcing, Process Improvement, Procurement, Strategic Sourcing, Sourcing, Strategy, Vendor Management, Supply Management, Outsourcing, Analytics, Financial Analysis, Management, Project Management, Risk Management
Education
Fordham Gabelli School of Business 2004 — 2006
MBA, Finance
Ithaca College 1996 — 2000
BA, Social Studies
Mansfield High School 1993 — 1996
Bayer HealthCare February 2015 - Present
Bayer HealthCare May 2013 - February 2015
Mondelēz International May 2011 - May 2013
TD Ameritrade January 2010 - May 2011
TD Ameritrade May 2008 - December 2009
ABN AMRO Bank N.V. June 2006 - December 2007
Morgan Stanley Investment Management September 2002 - August 2004
Boston Financial Data Services September 2000 - August 2002
Skills
Contract Negotiation, Cross-functional Team..., Global Sourcing, Process Improvement, Procurement, Strategic Sourcing, Sourcing, Strategy, Vendor Management, Supply Management, Outsourcing, Analytics, Financial Analysis, Management, Project Management, Risk Management
Education
Fordham Gabelli School of Business 2004 — 2006
MBA, Finance
Ithaca College 1996 — 2000
BA, Social Studies
Mansfield High School 1993 — 1996
Jon Lawson's Morgan Stanley Investment Management Experience March 2007 - June 2010
Job Director Product Marketing at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments June 2011 - Present
Invesco Ltd. June 2010 - June 2011
Morgan Stanley Investment Management March 2007 - June 2010
BlackRock July 2004 - March 2007
Morgan Stanley Investment Management June 1997 - June 2004
Paine Webber - Mitchell Hutchins September 1992 - May 1997
Education
Fordham University - Graduate School of Business Administration 2001 — 2005
M.B.A
University of Delaware 1988 — 1992
B.S.
NVOT 1984 — 1988
Guggenheim Investments June 2011 - Present
Invesco Ltd. June 2010 - June 2011
Morgan Stanley Investment Management March 2007 - June 2010
BlackRock July 2004 - March 2007
Morgan Stanley Investment Management June 1997 - June 2004
Paine Webber - Mitchell Hutchins September 1992 - May 1997
Education
Fordham University - Graduate School of Business Administration 2001 — 2005
M.B.A
University of Delaware 1988 — 1992
B.S.
NVOT 1984 — 1988
Allison Scholar's Morgan Stanley Investment Management Experience October 2014 - Present
Job Senior Vice President Marketing at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management October 2014 - Present
Morgan Stanley Investment Management July 2013 - October 2014
Morgan Stanley Investment Management May 1996 - July 2013
Meredith, Martin & Kaye May 1995 - May 1996
Skills
Series 7, Equities, Mutual Funds, Asset Managment, Investments, Portfolio Management, Series 63, Investment Management, Investment..., Product Specialists, Commentaries, Marketing Communications, Internal & External..., Key Message Development, Message Development, Investment Strategies, Asset Management, Financial Services, Strategy
Education
Regis University - College for Professional Studies - Graduate School 2005 — 2007
MBA, Accounting and Finance
Fordham University 1986 — 1990
BA, Communications
Morgan Stanley Investment Management October 2014 - Present
Morgan Stanley Investment Management July 2013 - October 2014
Morgan Stanley Investment Management May 1996 - July 2013
Meredith, Martin & Kaye May 1995 - May 1996
Skills
Series 7, Equities, Mutual Funds, Asset Managment, Investments, Portfolio Management, Series 63, Investment Management, Investment..., Product Specialists, Commentaries, Marketing Communications, Internal & External..., Key Message Development, Message Development, Investment Strategies, Asset Management, Financial Services, Strategy
Education
Regis University - College for Professional Studies - Graduate School 2005 — 2007
MBA, Accounting and Finance
Fordham University 1986 — 1990
BA, Communications
Beth Memolo's Morgan Stanley Investment Management Experience October 1983 - June 1992
Job Manager at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte Consulting September 2007 - Present
Northwestern Mutual 2002 - 2007
Advanced Personnel 1999 - 2002
JCC of Chicago July 1997 - August 1999
Harris Bank August 1992 - March 1997
Morgan Stanley Investment Management October 1983 - June 1992
Ernst & Whinney September 1982 - October 1983
Skills
Business Process..., Consulting, Process Improvement, Business Strategy, ERP, Six Sigma, Financial Modeling, Business Case, Business Analytics, Business Process..., Financial Services, Financial Analysis, PeopleSoft, Requirements Gathering, Finance, Oracle, Financial Reporting, Internal Controls, Managerial Finance, Financial Accounting, Management Consulting, Business Process, Analytics
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA, Finance, International Business
Franklin & Marshall College 1978 — 1982
BA, Accounting, International Relations
Loyalsock Twp HS 1974 — 1978
Deloitte Consulting September 2007 - Present
Northwestern Mutual 2002 - 2007
Advanced Personnel 1999 - 2002
JCC of Chicago July 1997 - August 1999
Harris Bank August 1992 - March 1997
Morgan Stanley Investment Management October 1983 - June 1992
Ernst & Whinney September 1982 - October 1983
Skills
Business Process..., Consulting, Process Improvement, Business Strategy, ERP, Six Sigma, Financial Modeling, Business Case, Business Analytics, Business Process..., Financial Services, Financial Analysis, PeopleSoft, Requirements Gathering, Finance, Oracle, Financial Reporting, Internal Controls, Managerial Finance, Financial Accounting, Management Consulting, Business Process, Analytics
Education
New York University - Leonard N. Stern School of Business 1986 — 1991
MBA, Finance, International Business
Franklin & Marshall College 1978 — 1982
BA, Accounting, International Relations
Loyalsock Twp HS 1974 — 1978
Timothy Litrus's Morgan Stanley Investment Management Experience January 2009 - August 2009
Job Sales & Acquisitions Assistant at International Film Trust (IFT)
Industry Entertainment
Experience
International Film Trust (IFT) July 2015 - Present
Torque Entertainment March 2015 - July 2015
International Film Trust (IFT) March 2015 - July 2015
Seoulites Professionals Network October 2010 - March 2015
Seoul Metropolitan Government August 2009 - May 2014
Morgan Stanley Investment Management January 2009 - August 2009
UC Irvine September 2006 - June 2007
Admissions Academy April 2005 - September 2005
Skills
Social Media, Research, Microsoft Office, PowerPoint, Editing, Event Planning, Data Analysis, Microsoft Word, Teaching, Public Speaking, Customer Service, English, Computer Proficiency, Computer Hardware..., Network Troubleshooting
Education
University of California, Irvine 2005 — 2009
Bachelor's degree, International/Global Studies, 3.78
Meiji Gakuin University 2008 — 2008
International/Global Studies
Fudan University 2007 — 2008
International Business/Trade/Commerce, History
International Film Trust (IFT) July 2015 - Present
Torque Entertainment March 2015 - July 2015
International Film Trust (IFT) March 2015 - July 2015
Seoulites Professionals Network October 2010 - March 2015
Seoul Metropolitan Government August 2009 - May 2014
Morgan Stanley Investment Management January 2009 - August 2009
UC Irvine September 2006 - June 2007
Admissions Academy April 2005 - September 2005
Skills
Social Media, Research, Microsoft Office, PowerPoint, Editing, Event Planning, Data Analysis, Microsoft Word, Teaching, Public Speaking, Customer Service, English, Computer Proficiency, Computer Hardware..., Network Troubleshooting
Education
University of California, Irvine 2005 — 2009
Bachelor's degree, International/Global Studies, 3.78
Meiji Gakuin University 2008 — 2008
International/Global Studies
Fudan University 2007 — 2008
International Business/Trade/Commerce, History
David Norelius's Morgan Stanley Investment Management Experience May 2000 - March 2001
Job Chief Operating Officer at Permanente Dental Associates
Industry Hospital & Health Care
Experience
Permanente Dental Associates, P.C. April 2013 - Present
Kaiser Permanente / Permanente Dental Associates (PDA) May 2008 - April 2013
Northwest Airlines May 2006 - November 2007
Northwest Airlines June 2005 - August 2005
Wells Fargo October 2002 - August 2004
Wells Fargo March 2002 - October 2002
Wells Fargo June 2001 - March 2002
Morgan Stanley Investment Management May 2000 - March 2001
Nordstrom May 1997 - August 1999
Skills
Financial Analysis, Risk Management, Business Development, Contract Management, Performance Management, Strategic Sourcing, Research, Loyalty Marketing, Facilities Management, Business Strategy, Forecasting, Financial Modeling, Process Improvement, Pricing, Vendor Management
Education
University of Minnesota - Carlson School of Management 2004 — 2006
M.B.A., Finance, Strategy, Health Care
Whitman College 1997 — 2001
B.A., History, Politics
Battle Ground High School 1995 — 1997
College Prep
Perrysburg High School 1993 — 1995
Harvard Business School Executive Education 2015 — 2015
Kaiser Permanente Executive Leadership Program
Permanente Dental Associates, P.C. April 2013 - Present
Kaiser Permanente / Permanente Dental Associates (PDA) May 2008 - April 2013
Northwest Airlines May 2006 - November 2007
Northwest Airlines June 2005 - August 2005
Wells Fargo October 2002 - August 2004
Wells Fargo March 2002 - October 2002
Wells Fargo June 2001 - March 2002
Morgan Stanley Investment Management May 2000 - March 2001
Nordstrom May 1997 - August 1999
Skills
Financial Analysis, Risk Management, Business Development, Contract Management, Performance Management, Strategic Sourcing, Research, Loyalty Marketing, Facilities Management, Business Strategy, Forecasting, Financial Modeling, Process Improvement, Pricing, Vendor Management
Education
University of Minnesota - Carlson School of Management 2004 — 2006
M.B.A., Finance, Strategy, Health Care
Whitman College 1997 — 2001
B.A., History, Politics
Battle Ground High School 1995 — 1997
College Prep
Perrysburg High School 1993 — 1995
Harvard Business School Executive Education 2015 — 2015
Kaiser Permanente Executive Leadership Program
MAX MIROSH's Morgan Stanley Investment Management Experience January 2001 - April 2005
Job Implementation Consultant at Bank of America
Industry Investment Banking
Experience
Bank of America August 2008 - Present
Brown Brothers Harriman 2013 - 2013
Macquarie Capital Investment Management August 2007 - June 2008
Merrill Lynch July 2006 - July 2007
AllianceBernstein April 2005 - July 2006
Morgan Stanley Investment Management January 2001 - April 2005
Skills
Business Analysis,..., Client on-Boarding, Trading Systems, Equities, Business Analysis, Trading, Equity Trading, Integration, Securities, Portfolio Management, Financial Services, Order Management, Project Portfolio..., Business Requirements, Databases, Business Process..., Options, Risk Management
Education
Fordham University 1994 — 1998
Bachelor of Science (BS)
Bank of America August 2008 - Present
Brown Brothers Harriman 2013 - 2013
Macquarie Capital Investment Management August 2007 - June 2008
Merrill Lynch July 2006 - July 2007
AllianceBernstein April 2005 - July 2006
Morgan Stanley Investment Management January 2001 - April 2005
Skills
Business Analysis,..., Client on-Boarding, Trading Systems, Equities, Business Analysis, Trading, Equity Trading, Integration, Securities, Portfolio Management, Financial Services, Order Management, Project Portfolio..., Business Requirements, Databases, Business Process..., Options, Risk Management
Education
Fordham University 1994 — 1998
Bachelor of Science (BS)
Brian Standig's Morgan Stanley Investment Management Experience February 2003 - October 2005
Job Vice President at Macquarie Credit Management Inc
Industry Financial Services
Experience
Macquarie Group November 2014 - Present
Duff & Phelps November 2013 - November 2014
Macquarie Bank November 2010 - November 2013
Macquarie Bank April 2010 - November 2010
MacKay Shields October 2009 - April 2010
Ramius Capital Group October 2007 - July 2009
Ramius Capital Group October 2005 - October 2007
Morgan Stanley Investment Management February 2003 - October 2005
Dow Jones June 2001 - February 2003
Skills
Bloomberg Terminal, Capital IQ, Fixed Income, Hedge Funds, Equities, Bloomberg, Alternative Investments, Derivatives, Equity Research, Valuation, Trading, Financial Modeling, Securities, Capital Markets, Asset Managment, CMBS, Bank Loans, CRE Whole Loans, Trepp, CMBX, ABX, CDX, CDS
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Arts, Economics
West Hempstead High School 1993 — 1997
Regents Diploma
Macquarie Group November 2014 - Present
Duff & Phelps November 2013 - November 2014
Macquarie Bank November 2010 - November 2013
Macquarie Bank April 2010 - November 2010
MacKay Shields October 2009 - April 2010
Ramius Capital Group October 2007 - July 2009
Ramius Capital Group October 2005 - October 2007
Morgan Stanley Investment Management February 2003 - October 2005
Dow Jones June 2001 - February 2003
Skills
Bloomberg Terminal, Capital IQ, Fixed Income, Hedge Funds, Equities, Bloomberg, Alternative Investments, Derivatives, Equity Research, Valuation, Trading, Financial Modeling, Securities, Capital Markets, Asset Managment, CMBS, Bank Loans, CRE Whole Loans, Trepp, CMBX, ABX, CDX, CDS
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 1997 — 2001
Bachelor of Arts, Economics
West Hempstead High School 1993 — 1997
Regents Diploma
Gary Froug's Morgan Stanley Investment Management Experience June 2007 - Present
Job Treasury Manager at Morgan Stanley Investment Management
Industry Real Estate
Experience
Morgan Stanley Investment Management June 2007 - Present
BellSouth Corporation September 1997 - April 2000
Skills
Banking, Cash Flow Forecasting, Cash Management, Corporate Finance, FX Options, Treasury Management
Education
Georgia State University 1977 — 1982
Bachelor of Business Administration (B.B.A.), Accounting
Morgan Stanley Investment Management June 2007 - Present
BellSouth Corporation September 1997 - April 2000
Skills
Banking, Cash Flow Forecasting, Cash Management, Corporate Finance, FX Options, Treasury Management
Education
Georgia State University 1977 — 1982
Bachelor of Business Administration (B.B.A.), Accounting
Walter 'Buzz' Thorman's Morgan Stanley Investment Management Experience April 2006 - June 2008
Job Managing Director Business Development
Industry Investment Management
Experience
Napier Park Global Capital April 2013 - Present
Loomis Sayles January 2009 - February 2013
Morgan Stanley Investment Management April 2006 - June 2008
Morgan Stanley June 1983 - April 2006
Arthur Young June 1978 - May 1981
Skills
Hedge Funds, Investments, Institutional..., Alternative Investments, Equities, Asset Managment, Investment Management, Capital Markets, Asset Allocation, Series 7, Portfolio Management, Securities, Investment Strategies, Mutual Funds, Private Equity, Derivatives, Bloomberg, Bonds, High Yield, Emerging Markets, Fixed Income, Series 63, Electronic Trading, Asset Management
Education
Harvard Business School 1981 — 1983
MBA, General management
University at Albany, SUNY 1974 — 1978
BS, Accounting, Economics
Napier Park Global Capital April 2013 - Present
Loomis Sayles January 2009 - February 2013
Morgan Stanley Investment Management April 2006 - June 2008
Morgan Stanley June 1983 - April 2006
Arthur Young June 1978 - May 1981
Skills
Hedge Funds, Investments, Institutional..., Alternative Investments, Equities, Asset Managment, Investment Management, Capital Markets, Asset Allocation, Series 7, Portfolio Management, Securities, Investment Strategies, Mutual Funds, Private Equity, Derivatives, Bloomberg, Bonds, High Yield, Emerging Markets, Fixed Income, Series 63, Electronic Trading, Asset Management
Education
Harvard Business School 1981 — 1983
MBA, General management
University at Albany, SUNY 1974 — 1978
BS, Accounting, Economics
Isaac Lowenbraun's Morgan Stanley Investment Management Experience 2005 - 2008
Job Senior Director at Guardian Life Insurance
Industry Investment Management
Experience
Guardian Life Insurance 2008 - Present
Morgan Stanley Investment Management 2005 - 2008
Skills
Fixed Income, Mutual Funds, Capital Markets, Portfolio Management, Investments, Series 63, Bloomberg, Asset Management, Bonds, Derivatives, Financial Services, Financial Modeling, Risk Management, Investment Management, Structured Finance, Credit Derivatives, Investment Strategies, Asset Allocation
Education
Fordham Gabelli School of Business
Master of Business Administration (M.B.A.), Finance, General
Fordham University
Master of Business Administration (M.B.A.), Finance, General
Guardian Life Insurance 2008 - Present
Morgan Stanley Investment Management 2005 - 2008
Skills
Fixed Income, Mutual Funds, Capital Markets, Portfolio Management, Investments, Series 63, Bloomberg, Asset Management, Bonds, Derivatives, Financial Services, Financial Modeling, Risk Management, Investment Management, Structured Finance, Credit Derivatives, Investment Strategies, Asset Allocation
Education
Fordham Gabelli School of Business
Master of Business Administration (M.B.A.), Finance, General
Fordham University
Master of Business Administration (M.B.A.), Finance, General
Daniel Niland's Morgan Stanley Investment Management Experience 1997 - 2002
Job Managing Director at BlackRock Fixed Income Product Specialist
Industry Investment Management
Experience
BlackRock January 2010 - Present
Martin Currie February 2007 - May 2010
Credit Suisse 2006 - 2007
Credit Suisse Asset Management 2004 - 2006
Credit Suisse 2002 - 2004
Morgan Stanley Investment Management 1997 - 2002
Citibank 1995 - 1997
JP Morgan 1987 - 1995
Skills
Business Strategy, Management, Client Services, Portfolio Management, Financial Markets, Securities Lending, Investments, Equities, Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Financial Services, Mutual Funds, Capital Markets, Asset Managment, Investment Strategies, Investment Management, Bloomberg, Emerging Markets, Derivatives, Business Development
Education
Fordham University - Graduate School of Business Administration 1989 — 1992
MBA
Iona College 1983 — 1987
BA, Computer Science
BlackRock January 2010 - Present
Martin Currie February 2007 - May 2010
Credit Suisse 2006 - 2007
Credit Suisse Asset Management 2004 - 2006
Credit Suisse 2002 - 2004
Morgan Stanley Investment Management 1997 - 2002
Citibank 1995 - 1997
JP Morgan 1987 - 1995
Skills
Business Strategy, Management, Client Services, Portfolio Management, Financial Markets, Securities Lending, Investments, Equities, Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Hedge Funds, Financial Services, Mutual Funds, Capital Markets, Asset Managment, Investment Strategies, Investment Management, Bloomberg, Emerging Markets, Derivatives, Business Development
Education
Fordham University - Graduate School of Business Administration 1989 — 1992
MBA
Iona College 1983 — 1987
BA, Computer Science
Charlene Pow's Morgan Stanley Investment Management Experience October 1997 - January 2009
Job Associate at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. August 2011 - Present
Vanguard December 2010 - August 2011
Morgan Stanley Investment Management October 1997 - January 2009
ZA CONSULTING/MANAGEMENT, INC. 1996 - 1997
Aetna US Healthcare 1990 - 1996
Skills
Financial Analysis, Investments, Business Analysis, CRM, Project Management, Analysis, Business Planning, New Business Development, Management
Education
Gwynedd Mercy University
B.S., Business Administration
Hirtle, Callaghan & Co. August 2011 - Present
Vanguard December 2010 - August 2011
Morgan Stanley Investment Management October 1997 - January 2009
ZA CONSULTING/MANAGEMENT, INC. 1996 - 1997
Aetna US Healthcare 1990 - 1996
Skills
Financial Analysis, Investments, Business Analysis, CRM, Project Management, Analysis, Business Planning, New Business Development, Management
Education
Gwynedd Mercy University
B.S., Business Administration
Ilene Shore's Morgan Stanley Investment Management Experience October 2014 - Present
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management October 2014 - Present
TIAA-CREF July 2007 - September 2014
Deutsche Asset Management 2003 - 2007
Deutsche bank 2003 - 2007
Morgan Stanley 2000 - 2003
Lord Abbett 1998 - 2000
Mitchell Hutchins Asset Mgt 1993 - 1998
Reich & Tang 1984 - 1991
Education
Fordham University 1980 — 1984
BS, Computers
Morgan Stanley Investment Management October 2014 - Present
TIAA-CREF July 2007 - September 2014
Deutsche Asset Management 2003 - 2007
Deutsche bank 2003 - 2007
Morgan Stanley 2000 - 2003
Lord Abbett 1998 - 2000
Mitchell Hutchins Asset Mgt 1993 - 1998
Reich & Tang 1984 - 1991
Education
Fordham University 1980 — 1984
BS, Computers
William Ennis's Morgan Stanley Investment Management Experience 2003 - 2004
Job CEO at WME CAPITAL LLC
Industry Financial Services
Experience
WME CAPITAL LLC 2010 - Present
Prelude Investment Management LLC 2008 - 2010
Morgan Stanley Investment Management 2003 - 2004
Evergreen Investment Management Company 1994 - 2003
Colonial Management, Inc. 1985 - 1994
Skills
Investments, Wealth Management, Asset Allocation, Due Diligence, Equities, Valuation, Corporate Finance, Alternative Investments, Investment Strategies, Financial Modeling, Capital Markets, Strategic Financial..., Hedge Funds, Investment Advisory, Retirement Planning, Financial Planning, Sales
Education
Emerson College
Bachelor of Science (B.S.)
WME CAPITAL LLC 2010 - Present
Prelude Investment Management LLC 2008 - 2010
Morgan Stanley Investment Management 2003 - 2004
Evergreen Investment Management Company 1994 - 2003
Colonial Management, Inc. 1985 - 1994
Skills
Investments, Wealth Management, Asset Allocation, Due Diligence, Equities, Valuation, Corporate Finance, Alternative Investments, Investment Strategies, Financial Modeling, Capital Markets, Strategic Financial..., Hedge Funds, Investment Advisory, Retirement Planning, Financial Planning, Sales
Education
Emerson College
Bachelor of Science (B.S.)
Michelina Cuccia's Morgan Stanley Investment Management Experience July 1998 - July 2006
Job Senior Principal Consultant at ACA Compliance Group
Industry Investment Management
Experience
ACA Compliance Group January 2010 - Present
Highbridge Capital Management July 2006 - November 2007
Morgan Stanley Investment Management July 1998 - July 2006
US Securities and Exchange Commission March 1994 - July 1998
Skills
AML, Alternative Investments, Asset Management, Asset Managment, Bloomberg, Capital Markets, Derivatives, Due Diligence, Equities, Financial Analysis, Financial Markets, FINRA, Financial Modeling, Fixed Income, Anti Money Laundering, Fund Of Funds, Hedge Funds, Investment Advisory, Investment Banking, Investment Management, Investments, Mutual Funds, Options, Securities Regulation, Trading, Portfolio Management, Private Equity, Risk Management, SEC, SEC filings, Securities, Valuation, Series 7, Venture Capital
Education
Fordham Gabelli School of Business 1998 — 2002
MBA, Finance
ACA Compliance Group January 2010 - Present
Highbridge Capital Management July 2006 - November 2007
Morgan Stanley Investment Management July 1998 - July 2006
US Securities and Exchange Commission March 1994 - July 1998
Skills
AML, Alternative Investments, Asset Management, Asset Managment, Bloomberg, Capital Markets, Derivatives, Due Diligence, Equities, Financial Analysis, Financial Markets, FINRA, Financial Modeling, Fixed Income, Anti Money Laundering, Fund Of Funds, Hedge Funds, Investment Advisory, Investment Banking, Investment Management, Investments, Mutual Funds, Options, Securities Regulation, Trading, Portfolio Management, Private Equity, Risk Management, SEC, SEC filings, Securities, Valuation, Series 7, Venture Capital
Education
Fordham Gabelli School of Business 1998 — 2002
MBA, Finance
Luci Strauss's Morgan Stanley Investment Management Experience January 2015 - Present
Job Associate, Intermediary Sales at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management January 2015 - Present
Morgan Stanley Investment Management April 2013 - January 2015
Morgan Stanley June 2011 - April 2013
Morgan Stanley May 2010 - August 2010
Skills
Sales, Proposal Writing, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Interviews, Leadership, Risk Management, Customer Service, Access
Education
Elon University 2007 — 2011
B.A., Strategic Communications, French, Business Administration
Morgan Stanley Investment Management January 2015 - Present
Morgan Stanley Investment Management April 2013 - January 2015
Morgan Stanley June 2011 - April 2013
Morgan Stanley May 2010 - August 2010
Skills
Sales, Proposal Writing, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Microsoft Word, Interviews, Leadership, Risk Management, Customer Service, Access
Education
Elon University 2007 — 2011
B.A., Strategic Communications, French, Business Administration
Howard Schloss's Morgan Stanley Investment Management Experience 1983 - 2001
Job Portfolio Manager/Director of Trading at SeaCrest Investment Management
Industry Investment Management
Experience
SeaCrest Investment Management April 2011 - Present
GS Group Consulting, LLC 2001 - December 2011
SeaCrest Investment Management, LLC 2006 - May 2011
Morgan Stanley Investment Management 1983 - 2001
Skills
Bloomberg, Fixed Income, Investments, Portfolio Management, Equities, Trading, Finance, Emerging Markets
Education
Fordham Gabelli School of Business
MBA, Finance
Ithaca College
BS, Accounting
Norwalk High School
SeaCrest Investment Management April 2011 - Present
GS Group Consulting, LLC 2001 - December 2011
SeaCrest Investment Management, LLC 2006 - May 2011
Morgan Stanley Investment Management 1983 - 2001
Skills
Bloomberg, Fixed Income, Investments, Portfolio Management, Equities, Trading, Finance, Emerging Markets
Education
Fordham Gabelli School of Business
MBA, Finance
Ithaca College
BS, Accounting
Norwalk High School
Leon Chisolm III's Morgan Stanley Investment Management Experience June 2007 - August 2007
Job Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo June 2014 - Present
Wells Fargo January 2014 - May 2014
Wells Fargo November 2011 - December 2013
Wells Fargo September 2009 - November 2011
Wachovia July 2008 - August 2009
Morgan Stanley Investment Management June 2007 - August 2007
T Rowe Price June 2006 - August 2006
Skills
Strategy, Research, Process Improvement, Negotiation, Leadership Development, Leadership, Finance, Employee Training, Cross-functional Team..., Credit, Competitive Analysis, Analysis, Financial Analysis, Risk Management, Commercial Banking, Credit Analysis, Portfolio Management, Microsoft Office, Management, Banking, Investments, Financial Modeling
Education
Hampton University 2006 — 2008
MBA, Business Administration
Hampton University 2003 — 2006
B.S., Business Admin
Wells Fargo June 2014 - Present
Wells Fargo January 2014 - May 2014
Wells Fargo November 2011 - December 2013
Wells Fargo September 2009 - November 2011
Wachovia July 2008 - August 2009
Morgan Stanley Investment Management June 2007 - August 2007
T Rowe Price June 2006 - August 2006
Skills
Strategy, Research, Process Improvement, Negotiation, Leadership Development, Leadership, Finance, Employee Training, Cross-functional Team..., Credit, Competitive Analysis, Analysis, Financial Analysis, Risk Management, Commercial Banking, Credit Analysis, Portfolio Management, Microsoft Office, Management, Banking, Investments, Financial Modeling
Education
Hampton University 2006 — 2008
MBA, Business Administration
Hampton University 2003 — 2006
B.S., Business Admin
Michael Davey CFA's Morgan Stanley Investment Management Experience October 1994 - February 2009
Job Director at UBS
Industry Financial Services
Experience
UBS July 2009 - Present
Morgan Stanley Investment Management October 1994 - February 2009
Hartford Steam Boiler 1992 - 1994
Norwich Savings Society 1990 - 1992
Connecticut National Bank 1988 - 1990
Skills
Series 7, Equities, Securities, Asset Managment, Alternative Investments, Capital Markets, Hedge Funds, Portfolio Management, Bonds, Investments, Asset Allocation, Treasury Management, Series 63, Funding, Mutual Funds, Asset Management, Money Market, Trading, Investment Banking, Derivatives, Financial Risk, Credit, Structured Products, FX Options, Options
Education
University of Connecticut 1986 — 1988
MBA, Finance
Florida Institute of Technology 1980 — 1984
BS, Oceanography
Rockville High School
UBS July 2009 - Present
Morgan Stanley Investment Management October 1994 - February 2009
Hartford Steam Boiler 1992 - 1994
Norwich Savings Society 1990 - 1992
Connecticut National Bank 1988 - 1990
Skills
Series 7, Equities, Securities, Asset Managment, Alternative Investments, Capital Markets, Hedge Funds, Portfolio Management, Bonds, Investments, Asset Allocation, Treasury Management, Series 63, Funding, Mutual Funds, Asset Management, Money Market, Trading, Investment Banking, Derivatives, Financial Risk, Credit, Structured Products, FX Options, Options
Education
University of Connecticut 1986 — 1988
MBA, Finance
Florida Institute of Technology 1980 — 1984
BS, Oceanography
Rockville High School
SueAnn Hannigan's Morgan Stanley Investment Management Experience March 2001 - March 2005
Job Global Senior Human Resources Business Partner at AIG
Industry Financial Services
Experience
AIG July 2011 - Present
UBS Investment Bank October 2005 - July 2011
Morgan Stanley Investment Management March 2001 - March 2005
Barclays Capital/Barclays Private Wealth Management October 1995 - March 2001
Time Inc., a division of Time Warner May 1993 - October 1995
Lehman Brothers December 1986 - May 1993
Skills
Deferred Compensation, Talent Management, Employee Relations, Recruiting, Succession Planning, Talent Acquisition, Onboarding, Employee Engagement, Performance Management, Organizational Design, Human Resources, Employee Benefits, PeopleSoft, Restructuring, Risk Management, Financial Services, HRIS
Education
Fordham University - Graduate School of Business Administration 1990 — 1994
MBA, Business Management & Marketing
Georgetown University
BA, American Government
AIG July 2011 - Present
UBS Investment Bank October 2005 - July 2011
Morgan Stanley Investment Management March 2001 - March 2005
Barclays Capital/Barclays Private Wealth Management October 1995 - March 2001
Time Inc., a division of Time Warner May 1993 - October 1995
Lehman Brothers December 1986 - May 1993
Skills
Deferred Compensation, Talent Management, Employee Relations, Recruiting, Succession Planning, Talent Acquisition, Onboarding, Employee Engagement, Performance Management, Organizational Design, Human Resources, Employee Benefits, PeopleSoft, Restructuring, Risk Management, Financial Services, HRIS
Education
Fordham University - Graduate School of Business Administration 1990 — 1994
MBA, Business Management & Marketing
Georgetown University
BA, American Government
Diana Genao's Morgan Stanley Investment Management Experience April 2008 - April 2009
Job Finance Office Manager at Tillotson Design Associates
Industry Accounting
Experience
Tillotson Design Associates March 2015 - Present
Ishi Systems Inc. October 2011 - March 2015
Bank of America September 2009 - January 2010
Morgan Stanley Investment Management April 2008 - April 2009
Skills
Accounting, Data Entry, Microsoft Excel, Fax, Human Resources, Insurance, Research, Leadership, Project Management, Microsoft Office, Telephone Skills, Team Leadership, Analysis, Microsoft Word, Financial Analysis, Filing, Financial Reporting, Payroll, Data Analysis, Management
Education
Fordham University 2004 — 2008
BS, Business Administration with a concentration in Finance and a minor in Economics
Fordham University 2004 — 2008
Tillotson Design Associates March 2015 - Present
Ishi Systems Inc. October 2011 - March 2015
Bank of America September 2009 - January 2010
Morgan Stanley Investment Management April 2008 - April 2009
Skills
Accounting, Data Entry, Microsoft Excel, Fax, Human Resources, Insurance, Research, Leadership, Project Management, Microsoft Office, Telephone Skills, Team Leadership, Analysis, Microsoft Word, Financial Analysis, Filing, Financial Reporting, Payroll, Data Analysis, Management
Education
Fordham University 2004 — 2008
BS, Business Administration with a concentration in Finance and a minor in Economics
Fordham University 2004 — 2008
Javier Madariaga's Morgan Stanley Investment Management Experience June 2008 - February 2009
Job at Farr, Miller & Washington, LLC
Industry Investment Management
Experience
Farr, Miller & Washington August 2009 - Present
Morgan Stanley Investment Management June 2008 - February 2009
T. Rowe Price January 2007 - February 2008
Skills
Retirement Planning
Education
Georgetown University
Finance, CFP
Towson University
B.S. Business Administration, Finance
Farr, Miller & Washington August 2009 - Present
Morgan Stanley Investment Management June 2008 - February 2009
T. Rowe Price January 2007 - February 2008
Skills
Retirement Planning
Education
Georgetown University
Finance, CFP
Towson University
B.S. Business Administration, Finance
Joann Sjosward's Morgan Stanley Investment Management Experience 2000 - 2003
Job Financial Services Representative at Creative Financial Group of NJ
Industry Financial Services
Experience
Creative Financial Group of NJ 2008 - Present
Bradley Beach Elementary School 2003 - 2005
Morgan Stanley Investment Management 2000 - 2003
Morgan Stanley Investment Management 1998 - 2000
Bankers Trust 1996 - 1998
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Finance
Marist College 1992 — 1996
BA, Mathematics
Creative Financial Group of NJ 2008 - Present
Bradley Beach Elementary School 2003 - 2005
Morgan Stanley Investment Management 2000 - 2003
Morgan Stanley Investment Management 1998 - 2000
Bankers Trust 1996 - 1998
Education
Fordham Gabelli School of Business 1998 — 2000
MBA, Finance
Marist College 1992 — 1996
BA, Mathematics
Ira ross's Morgan Stanley Investment Management Experience August 1980 - July 2009
Job Senior Vice President, Investment Advisor at United Advisors
Industry Financial Services
Experience
United Advisors March 2009 - Present
Morgan Stanley Investment Management August 1980 - July 2009
Education
Guilford College
BA, Business Administration and Economics
University of Nebraska-Lincoln
MA, Economics
United Advisors March 2009 - Present
Morgan Stanley Investment Management August 1980 - July 2009
Education
Guilford College
BA, Business Administration and Economics
University of Nebraska-Lincoln
MA, Economics
Christopher Savino's Morgan Stanley Investment Management Experience 1996 - Present
Job Executive Director, Equity Trading
Industry Investment Management
Experience
Morgan Stanley Investment Management 1996 - Present
Thomson Financial 1994 - 1996
Skills
Equities, Fixed Income, Asset Management, Series 7, Mutual Funds, Bloomberg, Investments, Series 63, Securities, Capital Markets, Trading, Portfolio Management, Options, Asset Allocation, Derivatives, Valuation, Investment Management, ETFs
Education
Fordham University 1991 — 1994
BA, Economics
University of Rhode Island 1989 — 1991
Economics
Morgan Stanley Investment Management 1996 - Present
Thomson Financial 1994 - 1996
Skills
Equities, Fixed Income, Asset Management, Series 7, Mutual Funds, Bloomberg, Investments, Series 63, Securities, Capital Markets, Trading, Portfolio Management, Options, Asset Allocation, Derivatives, Valuation, Investment Management, ETFs
Education
Fordham University 1991 — 1994
BA, Economics
University of Rhode Island 1989 — 1991
Economics
Mark Todtfeld's Morgan Stanley Investment Management Experience April 2005 - Present
Job Managing Director at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management April 2005 - Present
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance & Accounting
Emory University 1985 — 1989
BA, Political Science
Morgan Stanley Investment Management April 2005 - Present
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance & Accounting
Emory University 1985 — 1989
BA, Political Science
Tyronne Bourne's Morgan Stanley Investment Management Experience October 2007 - February 2009
Job Implementation Associate at SigmaCare
Industry Investment Management
Experience
SigmaCare February 2012 - Present
Crescent City Schools June 2011 - November 2011
Morgan Stanley Investment Management October 2007 - February 2009
Skadden Arps June 2006 - October 2007
DreamWorks Animation August 2003 - December 2003
Skills
Legal Writing, Litigation, Research, Legal Research, Westlaw, Intellectual Property, Legal Compliance, Securities, Hedge Funds, Capital Markets, Due Diligence, Private Equity, Data Analysis, Financial Analysis, Bloomberg, EMR, Software Implementation, Healthcare Information..., CPOE, Outlook, Training
Education
Hamilton College 2001 — 2006
BA, Political Science
New York University
Corporate Finance and Law
SigmaCare February 2012 - Present
Crescent City Schools June 2011 - November 2011
Morgan Stanley Investment Management October 2007 - February 2009
Skadden Arps June 2006 - October 2007
DreamWorks Animation August 2003 - December 2003
Skills
Legal Writing, Litigation, Research, Legal Research, Westlaw, Intellectual Property, Legal Compliance, Securities, Hedge Funds, Capital Markets, Due Diligence, Private Equity, Data Analysis, Financial Analysis, Bloomberg, EMR, Software Implementation, Healthcare Information..., CPOE, Outlook, Training
Education
Hamilton College 2001 — 2006
BA, Political Science
New York University
Corporate Finance and Law
Han Liu's Morgan Stanley Investment Management Experience May 2011 - September 2011
Job Sr. Corporate Development Analyst at CBRE
Industry Financial Services
Experience
CBRE November 2014 - Present
CBRE June 2014 - November 2014
CBRE July 2012 - May 2014
Morgan Stanley Investment Management May 2011 - September 2011
CICC June 2010 - August 2010
Beijing Olympics March 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Mandarin, Bloomberg, Financial Analysis, Equity Research, Corporate Finance, Private Equity, Due Diligence, DCF
Education
University of Pennsylvania 2009 — 2012
Bachelor of Arts (B.A.), Mathematics
University of Pennsylvania - The Wharton School 2009 — 2012
Bachelor of Science (B.Sc.), Finance
Franklin & Marshall College 2008 — 2009
Bachelor of Arts (B.A.), Mathematics
Jinan Foreign Language School
CBRE November 2014 - Present
CBRE June 2014 - November 2014
CBRE July 2012 - May 2014
Morgan Stanley Investment Management May 2011 - September 2011
CICC June 2010 - August 2010
Beijing Olympics March 2008 - August 2008
Skills
Financial Modeling, Valuation, Investment Banking, Mandarin, Bloomberg, Financial Analysis, Equity Research, Corporate Finance, Private Equity, Due Diligence, DCF
Education
University of Pennsylvania 2009 — 2012
Bachelor of Arts (B.A.), Mathematics
University of Pennsylvania - The Wharton School 2009 — 2012
Bachelor of Science (B.Sc.), Finance
Franklin & Marshall College 2008 — 2009
Bachelor of Arts (B.A.), Mathematics
Jinan Foreign Language School
Patrick Bannigan's Morgan Stanley Investment Management Experience February 2004 - October 2006
Job Executive Vice President & Chief Financial Officer at American Century Investments
Industry Investment Management
Experience
American Century Investments November 2012 - Present
National Endowment for Financial Education December 2013 - Present
USAA Funds Board of Directors August 2012 - November 2012
Columbia Management (formerly RiverSource Investments) October 2006 - June 2010
Morgan Stanley Investment Management February 2004 - October 2006
Touchstone Investments 2002 - 2004
Evergreen Investments 1995 - 2002
Education
Oklahoma City University School of Law 1990 — 1993
JD
Guilford College 1984 — 1988
BS
American Century Investments November 2012 - Present
National Endowment for Financial Education December 2013 - Present
USAA Funds Board of Directors August 2012 - November 2012
Columbia Management (formerly RiverSource Investments) October 2006 - June 2010
Morgan Stanley Investment Management February 2004 - October 2006
Touchstone Investments 2002 - 2004
Evergreen Investments 1995 - 2002
Education
Oklahoma City University School of Law 1990 — 1993
JD
Guilford College 1984 — 1988
BS
Evan Schneider's Morgan Stanley Investment Management Experience May 2009 - August 2009
Job Consumer Internet Entrepreneur
Industry Computer Software
Experience
L88R Messaging August 2014 - Present
BlackRock August 2012 - July 2014
BlackRock May 2011 - August 2011
The Coca-Cola Company January 2011 - April 2011
Morgan Stanley Investment Management May 2009 - August 2009
Skills
Microsoft Excel, Access, PowerPoint, Microsoft Word, Bloomberg, Program Management, BlackRock Aladdin, Enterprise Risk..., Market Risk, Investments, Portfolio Management, Portfolio Performance..., Revenue Analysis, Financial Modeling, Risk Assessment, Operational Risk, Cross-functional..., Operations Management, Hedging, Derivatives, Product Management, Business Process..., Stress Testing, Customer Support, Relationship Management, Data Analysis, Logistics, Supply Chain..., Industrial Engineering, Risk Management, SQL, Statistics, Internal Controls, Python, Leadership, Analysis, Financial Risk, Matlab, Minitab, Microsoft Office, SEM, SEO, Trading, Management, Start-ups, Engineering Management, User Experience Design, Objective-C, PhpMyAdmin
Education
Georgia Institute of Technology 2008 — 2012
Bachelor's Degree, Industrial and Systems Engineering
National University of Singapore 2010 — 2010
Industrial Engineering
Tsinghua University 2010 — 2010
Industrial Engineering
L88R Messaging August 2014 - Present
BlackRock August 2012 - July 2014
BlackRock May 2011 - August 2011
The Coca-Cola Company January 2011 - April 2011
Morgan Stanley Investment Management May 2009 - August 2009
Skills
Microsoft Excel, Access, PowerPoint, Microsoft Word, Bloomberg, Program Management, BlackRock Aladdin, Enterprise Risk..., Market Risk, Investments, Portfolio Management, Portfolio Performance..., Revenue Analysis, Financial Modeling, Risk Assessment, Operational Risk, Cross-functional..., Operations Management, Hedging, Derivatives, Product Management, Business Process..., Stress Testing, Customer Support, Relationship Management, Data Analysis, Logistics, Supply Chain..., Industrial Engineering, Risk Management, SQL, Statistics, Internal Controls, Python, Leadership, Analysis, Financial Risk, Matlab, Minitab, Microsoft Office, SEM, SEO, Trading, Management, Start-ups, Engineering Management, User Experience Design, Objective-C, PhpMyAdmin
Education
Georgia Institute of Technology 2008 — 2012
Bachelor's Degree, Industrial and Systems Engineering
National University of Singapore 2010 — 2010
Industrial Engineering
Tsinghua University 2010 — 2010
Industrial Engineering
Kathleen Catton's Morgan Stanley Investment Management Experience March 1993 - May 1996
Job Principal at Feochadan Land Design
Industry Architecture & Planning
Experience
Feochadan Land Design January 2015 - Present
Presidio Trust January 2007 - December 2014
HFH Consulting August 1999 - January 2007
Napa County Council for Economic Opportunity August 1997 - August 1999
Everen Securities August 1996 - August 1997
Morgan Stanley Investment Management March 1993 - May 1996
The Greenbrier Companies October 1992 - March 1993
Cresent City Del Norte County Chamber of Commerce April 1981 - May 1991
Redwood National Park March 1973 - 1980
Skills
Relational Databases, Utility Rate Setting, Cost Recovery, Landscape Architecture, Budgets, Utility, Financial Analysis, Analysis, Finance, Auditing, Nonprofits, Project Planning, Urban Planning, Accounting, Grant Writing, Contract Management, Program Management, Grants, Rates, Forecasting, Sustainability
Education
University of California, Berkeley 1999 — 2008
Certificate, Landscape Architecture
Golden Gate University 1993 — 1996
M.B.A, Marketing
Humboldt State University 1969 — 1973
B.A., Botany
Colton Union High School 1965 — 1969
High School Diploma, Biology/Biological Sciences, General
Feochadan Land Design January 2015 - Present
Presidio Trust January 2007 - December 2014
HFH Consulting August 1999 - January 2007
Napa County Council for Economic Opportunity August 1997 - August 1999
Everen Securities August 1996 - August 1997
Morgan Stanley Investment Management March 1993 - May 1996
The Greenbrier Companies October 1992 - March 1993
Cresent City Del Norte County Chamber of Commerce April 1981 - May 1991
Redwood National Park March 1973 - 1980
Skills
Relational Databases, Utility Rate Setting, Cost Recovery, Landscape Architecture, Budgets, Utility, Financial Analysis, Analysis, Finance, Auditing, Nonprofits, Project Planning, Urban Planning, Accounting, Grant Writing, Contract Management, Program Management, Grants, Rates, Forecasting, Sustainability
Education
University of California, Berkeley 1999 — 2008
Certificate, Landscape Architecture
Golden Gate University 1993 — 1996
M.B.A, Marketing
Humboldt State University 1969 — 1973
B.A., Botany
Colton Union High School 1965 — 1969
High School Diploma, Biology/Biological Sciences, General
Holly Rutherford's Morgan Stanley Investment Management Experience May 2015 - Present
Job ISG Operations Project Manager for Financing and Fixed Income at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management May 2015 - Present
Morgan Stanley Investment Management July 2014 - May 2015
Morgan Stanley Investment Management August 2011 - July 2014
Barclays Capital 2009 - August 2011
Align September 2007 - August 2011
Office of Senator Charles Schumer 2006 - 2007
Skills
Visio, Project Management, Process Improvement
Education
Franklin & Marshall College 2002 — 2006
BA, Political Science
Morgan Stanley Investment Management May 2015 - Present
Morgan Stanley Investment Management July 2014 - May 2015
Morgan Stanley Investment Management August 2011 - July 2014
Barclays Capital 2009 - August 2011
Align September 2007 - August 2011
Office of Senator Charles Schumer 2006 - 2007
Skills
Visio, Project Management, Process Improvement
Education
Franklin & Marshall College 2002 — 2006
BA, Political Science
Hao Li's Morgan Stanley Investment Management Experience 2010 - 2010
Job Software Engineer at Twitter
Industry Computer Software
Experience
Twitter February 2013 - Present
Goldman Sachs July 2011 - February 2013
Fundspire 2010 - 2011
Morgan Stanley Investment Management 2010 - 2010
Skills
Java, JavaScript, Agile Methodologies, Python, Sybase, Databases, SQL, Scala
Education
New York University 2009 — 2011
Master of Science (M.S.), Computer Science
Harbin Engineering University 2005 — 2009
Bachelor of Engineering (BE), Computer Science and Technology
Twitter February 2013 - Present
Goldman Sachs July 2011 - February 2013
Fundspire 2010 - 2011
Morgan Stanley Investment Management 2010 - 2010
Skills
Java, JavaScript, Agile Methodologies, Python, Sybase, Databases, SQL, Scala
Education
New York University 2009 — 2011
Master of Science (M.S.), Computer Science
Harbin Engineering University 2005 — 2009
Bachelor of Engineering (BE), Computer Science and Technology
Kyle Lustenberger's Morgan Stanley Investment Management Experience June 2014 - July 2015
Job UBS
Industry Financial Services
Experience
UBS August 2015 - Present
Morgan Stanley Investment Management June 2014 - July 2015
Morgan Stanley Wealth Management August 2012 - May 2014
Morgan Stanley Wealth Management August 2010 - August 2012
Skills
Series 7, Series 63, Credit, Fixed Income, Bloomberg, Securities, Bonds, Bloomberg Terminal, Mutual Funds, Asset Management, Asset Allocation, Investment Strategies, Investment Management, Alternative Investments, Equities, Investments, Wealth Management, Hedge Funds, Capital Markets
Education
Fairfield University 2006 — 2010
BS, Finance
UBS August 2015 - Present
Morgan Stanley Investment Management June 2014 - July 2015
Morgan Stanley Wealth Management August 2012 - May 2014
Morgan Stanley Wealth Management August 2010 - August 2012
Skills
Series 7, Series 63, Credit, Fixed Income, Bloomberg, Securities, Bonds, Bloomberg Terminal, Mutual Funds, Asset Management, Asset Allocation, Investment Strategies, Investment Management, Alternative Investments, Equities, Investments, Wealth Management, Hedge Funds, Capital Markets
Education
Fairfield University 2006 — 2010
BS, Finance
Robert Rafter, CFA's Morgan Stanley Investment Management Experience 2011 - Present
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management 2011 - Present
Colchis Capital Management, LLC 2008 - 2010
CNBC 2006 - 2008
Lehman Brothers 2003 - 2005
Education
Georgetown University 1999 — 2003
Morgan Stanley Investment Management 2011 - Present
Colchis Capital Management, LLC 2008 - 2010
CNBC 2006 - 2008
Lehman Brothers 2003 - 2005
Education
Georgetown University 1999 — 2003
Arlyn Smith's Morgan Stanley Investment Management Experience Financial AdvisorVice President InvestmentsA G Edwards1993 - October 2004
Job Vice President Investments at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management Financial AdvisorVice President InvestmentsA G Edwards1993 - October 2004
Kemper Securities 1985 - May 1993
Skills
Investments, Asset Allocation, Investment Strategies, Mutual Funds, Asset Management, Alternative Investments, Series 7, Securities, Uniform Combined State..., ETFs, Fixed Income, Series 65, Investment Management, Finance, Bloomberg, Investment Advisory, Portfolio Management, Equities, Separately Managed..., Series 63, Hedge Funds
Education
Fort Hays State University 1970 — 1972
Master's degree, Foreign Languages and Literatures, General
Fort Hays State University 1963 — 1967
Foreign Languages, Literatures, and Linguistics
Morgan Stanley Investment Management Financial AdvisorVice President InvestmentsA G Edwards1993 - October 2004
Kemper Securities 1985 - May 1993
Skills
Investments, Asset Allocation, Investment Strategies, Mutual Funds, Asset Management, Alternative Investments, Series 7, Securities, Uniform Combined State..., ETFs, Fixed Income, Series 65, Investment Management, Finance, Bloomberg, Investment Advisory, Portfolio Management, Equities, Separately Managed..., Series 63, Hedge Funds
Education
Fort Hays State University 1970 — 1972
Master's degree, Foreign Languages and Literatures, General
Fort Hays State University 1963 — 1967
Foreign Languages, Literatures, and Linguistics
Damali Bond (Brown)'s Morgan Stanley Investment Management Experience February 2007 - June 2008
Job Principal Blackstone / Park Hill Group
Industry Investment Management
Experience
The Blackstone Group - Park Hill February 2011 - Present
FrontPoint Partners / Morgan Stanley August 2010 - December 2010
Morgan Stanley Investment Management February 2007 - June 2008
Morgan Stanley March 2004 - February 2007
Morgan Stanley June 2003 - March 2004
Education
Harvard Business School
MBA
Spelman College
BA, Economics
The Blackstone Group - Park Hill February 2011 - Present
FrontPoint Partners / Morgan Stanley August 2010 - December 2010
Morgan Stanley Investment Management February 2007 - June 2008
Morgan Stanley March 2004 - February 2007
Morgan Stanley June 2003 - March 2004
Education
Harvard Business School
MBA
Spelman College
BA, Economics
Caroline Quinn Roszkowski's Morgan Stanley Investment Management Experience June 2005 - May 2008
Job Associate Director of Investor Relations at Ionic Capital Management LLC
Industry
Experience
Ionic Capital Management LLC April 2009 - Present
Tudor Investment Corporation May 2008 - December 2008
Morgan Stanley Investment Management June 2005 - May 2008
Skills
Hedge Funds, Investor Relations, Alternative Investments, Options, Equities, Derivatives
Education
Fairfield University 2001 — 2005
BS, Finance
Ionic Capital Management LLC April 2009 - Present
Tudor Investment Corporation May 2008 - December 2008
Morgan Stanley Investment Management June 2005 - May 2008
Skills
Hedge Funds, Investor Relations, Alternative Investments, Options, Equities, Derivatives
Education
Fairfield University 2001 — 2005
BS, Finance
Paul Hsi's Morgan Stanley Investment Management Experience 2009 - 2012
Job Senior Portfolio Manager, J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management 2013 - Present
Morgan Stanley Investment Management 2009 - 2012
BlueMountain Capital Management 2005 - 2009
J.P. Morgan & Co. 1999 - 2002
Education
Harvard Business School
MBA, Finance
University of California at Berkeley
BS
J.P. Morgan Asset Management 2013 - Present
Morgan Stanley Investment Management 2009 - 2012
BlueMountain Capital Management 2005 - 2009
J.P. Morgan & Co. 1999 - 2002
Education
Harvard Business School
MBA, Finance
University of California at Berkeley
BS
Ella Cohen's Morgan Stanley Investment Management Experience September 2006 - Present
Job Executive Director at Morgan Stanley Investment Management
Industry
Experience
Morgan Stanley Investment Management September 2006 - Present
Education
St. John's University School of Law 1995 — 1998
Juris Doctor (J.D.)
Georgetown University 1991 — 1995
Bachelor's Degree, BSFS
Morgan Stanley Investment Management September 2006 - Present
Education
St. John's University School of Law 1995 — 1998
Juris Doctor (J.D.)
Georgetown University 1991 — 1995
Bachelor's Degree, BSFS
Alicia Wyatt's Morgan Stanley Investment Management Experience January 1988 - November 1991
Job Taxable Fixed Income at Raymond James Financial
Industry Investment Banking
Experience
Raymond James Financial Inc. April 2012 - Present
SunTrust Robinson Humphrey April 1995 - November 2011
UBS Securities Co., Ltd November 1991 - October 1994
Morgan Stanley Investment Management January 1988 - November 1991
Skills
Fixed Income, Marketing, Asset Management, Financial Analysis, Loans, Credit, Banking, Business Development, Competitive Analysis, Strategic Planning, Due Diligence, Risk Management
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
mba, finance
Fordham University 1984 — 1987
BA, Business
Raymond James Financial Inc. April 2012 - Present
SunTrust Robinson Humphrey April 1995 - November 2011
UBS Securities Co., Ltd November 1991 - October 1994
Morgan Stanley Investment Management January 1988 - November 1991
Skills
Fixed Income, Marketing, Asset Management, Financial Analysis, Loans, Credit, Banking, Business Development, Competitive Analysis, Strategic Planning, Due Diligence, Risk Management
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
mba, finance
Fordham University 1984 — 1987
BA, Business
Carsten Otto's Morgan Stanley Investment Management Experience October 1993 - May 2006
Job Americas Head of Compliance and Interim Global Head of Investment Strategies Compliance at BlackRock
Industry Financial Services
Experience
BlackRock September 2013 - Present
J.P. Morgan Private Bank July 2012 - August 2013
JP Morgan June 2010 - July 2012
Morgan Stanley Asset Management May 2006 - June 2010
Morgan Stanley Investment Management October 1993 - May 2006
Skills
AML, Equities
Education
The George Washington University Law School 1988 — 1991
Doctor of Law (JD)
Georgetown University 1982 — 1986
BSFS, Foreign Service
Moravian Academy 1982 — 1984
High School
BlackRock September 2013 - Present
J.P. Morgan Private Bank July 2012 - August 2013
JP Morgan June 2010 - July 2012
Morgan Stanley Asset Management May 2006 - June 2010
Morgan Stanley Investment Management October 1993 - May 2006
Skills
AML, Equities
Education
The George Washington University Law School 1988 — 1991
Doctor of Law (JD)
Georgetown University 1982 — 1986
BSFS, Foreign Service
Moravian Academy 1982 — 1984
High School
Evan Pankewicz's Morgan Stanley Investment Management Experience June 2013 - August 2013
Job
Industry Financial Services
Experience
Morgan Stanley Investment Management June 2013 - August 2013
Department of Finance of Frankfurt June 2012 - August 2012
Pfizer June 2011 - August 2011
Education
Georgetown University 2010 — 2014
Morgan Stanley Investment Management June 2013 - August 2013
Department of Finance of Frankfurt June 2012 - August 2012
Pfizer June 2011 - August 2011
Education
Georgetown University 2010 — 2014
Abhijit (Abhi) Mitra's Morgan Stanley Investment Management Experience January 2011 - October 2011
Job Vice President at Lazard
Industry Investment Banking
Experience
Lazard October 2011 - Present
Morgan Stanley Investment Management January 2011 - October 2011
Morgan Stanley Investment Management January 2007 - January 2011
Skills
Valuation, Investments, Private Equity, Alternative Investments, Financial Advisory, Investment Banking, Hedge Funds, Venture Capital
Education
Goldey Beacom College
Goenka College of Commerce and Business Administration
Willes Little Flower School
Lazard October 2011 - Present
Morgan Stanley Investment Management January 2011 - October 2011
Morgan Stanley Investment Management January 2007 - January 2011
Skills
Valuation, Investments, Private Equity, Alternative Investments, Financial Advisory, Investment Banking, Hedge Funds, Venture Capital
Education
Goldey Beacom College
Goenka College of Commerce and Business Administration
Willes Little Flower School
Micah Zajic's Morgan Stanley Investment Management Experience June 2010 - August 2014
Job Senior Director, Corporate Strategy at Alexion Pharmaceuticals, Inc.
Industry Biotechnology
Experience
Alexion Pharmaceuticals, Inc. September 2014 - Present
Morgan Stanley Investment Management June 2010 - August 2014
Morgan Stanley August 2006 - March 2010
Morgan Stanley August 2004 - August 2006
Hemming Morse LLP July 2003 - August 2004
Skills
Alternative Investments, Capital Markets, Equities, Fixed Income, Hedge Funds, Investment Banking, Valuation, Asset Management
Education
Georgetown University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Alexion Pharmaceuticals, Inc. September 2014 - Present
Morgan Stanley Investment Management June 2010 - August 2014
Morgan Stanley August 2006 - March 2010
Morgan Stanley August 2004 - August 2006
Hemming Morse LLP July 2003 - August 2004
Skills
Alternative Investments, Capital Markets, Equities, Fixed Income, Hedge Funds, Investment Banking, Valuation, Asset Management
Education
Georgetown University 1999 — 2003
Bachelor of Arts (B.A.), Economics
Alex Gosman's Morgan Stanley Investment Management Experience May 2013 - June 2013
Job Summer Intern at '47 Brand
Industry Financial Services
Experience
'47 Brand May 2015 - Present
Elon University January 2015 - Present
WEEI Sports Radio Network May 2014 - August 2014
Brimmer and May June 2013 - August 2014
The Prop Shop May 2013 - August 2014
G Medical, LLC June 2011 - August 2013
Morgan Stanley Investment Management May 2013 - June 2013
Frozen Yogurt Innovations LLC June 2012 - June 2013
Beaver Country Day School, Inc. March 2011 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Strategic Planning, Management, Sports Statistics
Education
Elon University 2013 — 2017
Bachelor of Business Administration (BBA), Finance, Class of 2017
Beaver Country Day School 2009 — 2013
High School Diploma
'47 Brand May 2015 - Present
Elon University January 2015 - Present
WEEI Sports Radio Network May 2014 - August 2014
Brimmer and May June 2013 - August 2014
The Prop Shop May 2013 - August 2014
G Medical, LLC June 2011 - August 2013
Morgan Stanley Investment Management May 2013 - June 2013
Frozen Yogurt Innovations LLC June 2012 - June 2013
Beaver Country Day School, Inc. March 2011 - May 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Strategic Planning, Management, Sports Statistics
Education
Elon University 2013 — 2017
Bachelor of Business Administration (BBA), Finance, Class of 2017
Beaver Country Day School 2009 — 2013
High School Diploma