Experience
Alyeska Investment Group  August 2011 - August 2012
Citadel Solutions  January 2007 - August 2010
Citadel Investment Group  2005 - 2007
SunGard Data Systems  May 2004 - September 2004
Morgan Stanley Investment Management   May 2004 - August 2004

Skills
Hedge Funds, Equities, Fixed Income, Cash Management, Cash Flow Management, Derivatives, Implementation Services, Investor Relations, Business Relationship..., Client Services, P&L Management, ISDA, Collateral Management, Treasury Management, Capital Markets, Trading Systems

Education
Loyola University of Chicago   2003 — 2005
BBA, Finance

St. Mary's University   2001 — 2003

Experience
Spicer Law Firm, PC   June 2013 - Present
NRV Cares   September 2013 - Present
The Haga Law Firm, PLC   September 2009 - May 2013
Scott Baron & Associates, PC   May 2008 - April 2009
United States Department of Labor, Office of the Solicitor  June 2007 - July 2007
Morgan Stanley Investment Management   January 2006 - August 2006

Skills
Litigation, Criminal Defense, Personal Injury..., Commercial Litigation, Transactional Law, Civil Litigation, Trial Practice, Legal Research, Lexis, Product Liability, Appeals, Class Actions, Trade Secrets, Legal Writing, Torts, Courts, Mediation, Corporate Law, Westlaw, Trials, Arbitration, Criminal Law

Education
St. John's University School of Law   2006 — 2009
Juris Doctor, Law

University of Alabama   2002 — 2005
B.A., Economics, Philosophy

James Madison University   2000 — 2002

Blacksburg High School   1996 — 2000

Experience
J.P. Morgan   February 2011 - Present
Morgan Stanley Investment Management   1999 - 2011

Skills
Mutual Funds, Financial Services, Equities, Fixed Income, Asset Management, Hedge Funds, Securities, Client Services, Alternative Investments

Education
Mansfield University of Pennsylvania
Bachelor of Arts (BA), Communications

Experience
MBA Ivy League   January 2013 - Present
Goldman Sachs  June 1995 - January 1997
Morgan Stanley Investment Management   January 1993 - June 1995

Skills
Strategic Planning, Leadership, Higher Education, Leadership Development, Business Strategy, Finance, Investment Banking, Management Consulting, Strategy, Hedge Funds

Education
Harvard University

Experience
Morgan Stanley Investment Management   November 2007 - November 2014
State Street IMS  July 2007 - November 2007
Interactive Brokers  June 2004 - March 2007

Skills
Derivatives, Project Management, PMP, Portfolio Management, Risk Management, Asset Management, Equities, Fixed Income, Investments, Financial Services, Financial Modeling, Capital Markets, FX Trading, Futures Trading, Options, Swaps, Change Management, Business Transformation, Process Automation

Education
La Salle University
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Experience
Morgan Stanley Investment Management   February 2015 - Present
Deutsche Asset and Wealth Management  2013 - 2014
DB Advisors  2009 - 2013
DB Absolute Return Strategies   2008 - 2009
DB Absolute Return Strategies   2005 - 2008
DB Absolute Return Strategies   1999 - 2005

Skills
Equities, Fixed Income, Hedge Funds, Alternative Investments, Derivatives, Bloomberg, Investment Management, Capital Markets, Mutual Funds, Fund Of Funds, Portfolio Management, Investments, Trading Systems, Middle Office, Electronic Trading, Asset Management, Prime Brokerage, Equity Derivatives

Education
Hofstra University
Bachelors of Business Administration - Cum Laude, Finance

Experience
SofterWare, Inc.   June 2014 - Present
Written Concepts   November 2002 - Present
GSA  October 2010 - June 2011
US Census Bureau  March 2009 - October 2010
Morgan Stanley Investment Management   August 1998 - January 2003
General Services Administration  May 1991 - August 1998

Skills
Newsletters, Marketing Communications, Press Releases, Technical Writing, Web Content, Social Media, Content Writing, Blogging, Web Strategy, WordPress, Software Project..., Facebook, Pinterest, IT Security Management, Software Deployment, Federal Government, IT Asset Management, Network Administration, Network Architecture, Ghostwriting, Network Security, IT Management, Technology Integration, Website Development, Technical Communication, Content Strategy, Freelance Writing, Public Speaking, Project Management, Management, Web Content Management

Education
Immaculata University   1987 — 1991
BA

Experience
FSN Wealth Management   October 2005 - Present
Morgan Stanley Investment Management   May 1999 - August 2005
Liberty Federal Bank/Preferred Mortgage Associates   October 1996 - May 1999
American Bar Association  June 1990 - September 1996

Skills
Investments, Mutual Funds, Series 7, Wealth Management, Investment Strategies, Asset Managment, Uniform Combined State..., Strategic Financial..., Financial Services, Hedge Funds, Finance, Financial Analysis, Asset Management, Alternative Investments, Fixed Income, Financial Modeling, Financial Advisory, Loans, Strategic Planning, Valuation, Asset Allocation, Series 65, Credit, Banking, Relationship Management, Securities, Investment Banking, Series 24, Disability Insurance, Estate Planning, Credit Analysis, Retirement, Investment Advisory, Financial Markets, Risk Management, Fixed Annuities, Portfolio Management, Series 63, Retirement Planning, FINRA, Mortgage Lending, Insurance, Public Speaking, Team Building, Microsoft Office, Leadership, Equities, Management, Customer Service, Marketing

Education
Long Island University   1982 — 1986
BS, Economics

Experience
New York Life Insurance Company  December 2013 - Present
Morgan Stanley Investment Management   March 2000 - March 2013
Morgan Stanley  2000 - 2013
Joseph, Heldfond & Rix   June 1984 - July 1987

Skills
Administrative..., Equities, Investments, Alternative Investments, Asset Management, Mutual Funds

Education
French Culinary Institute   1997 — 1998
Grand Diplome, Culinary Arts/Chef Training

Jeff Corey Acting Class   1979 — 1983
n/a, Acting

Experience
MIT Sloan School of Management  2015 - Present
The Sustainable Investor   November 2013 - Present
Chroniclr   October 2013 - Present
Morgan Stanley Investment Management   June 2012 - June 2015
Fidelity Investments  May 2011 - August 2011
Fidelity Investments  June 2010 - August 2010

Skills
Portfolio Management, Alternative Investments, Corporate Finance, Microsoft Excel, Investment Management, Equity Research, Investments, Mutual Funds, Financial Analysis, Securities, PowerPoint, Access, Microsoft Word, Microsoft Office, Visio, Equities, Data Analysis, Asset Managment, Fixed Income Strategies, Consultants, Fixed Income

Education
Massachusetts Institute of Technology - Sloan School of Management   2015 — 2017
Master of Business Administration (MBA)

Lehigh University   2009 — 2013
B.S. in School of Business & Economics, Double Major: Finance, Marketing., Summa Cum Laude

Experience
Morgan Stanley Investment Management   September 2007 - Present
Leverton Consulting, Inc   June 2002 - Present
Horace Mann  2002 - 2007
Garrett Aviation  June 1997 - June 2003

Skills
Financial Planning, Estate Planning, Retirement Planning, Wealth Management, Long Term Care, Series 7, Tax, Securities, Investments, Retirement, Long-term Care, 401k, Personal Finance, Estate Tax Planning

Education
Illinois State University   1983 — 1987
MS, Accounting

PL Plains High school

Experience
Standpoint Advisors, LLC   March 2012 - Present
STP Investment Services Inc.   November 2010 - September 2011
Morgan Stanley Investment Management   August 1996 - September 2010
Pennsylvania State Employees' Retirement System (SERS)   April 1991 - August 1996

Skills
Fixed Income, Asset Allocation, Portfolio Management, Equities, Financial Services, Client Retention, Client Relationship..., Investment Management, Financial Markets, Alternative Investments, Portfolio Specialist, Derivatives, Sales, Hedge Funds, Relationship Management, Foundations, Pension Funds, Asset Management, Published Author, Product Development, Institutional..., CIO, Client Service, Client Development, Endowments, Business Management, Executive Management, Presenter, Writing, Client Portfolio..., Portfolio Strategy, Client Account..., Client Communication, Client Interfacing, Monetary Policy, Fiscal Policy, Money Manager Evaluation, Financial Management, Board Presentations, Executive Communications, Presentation Development, Product Management, Cross-functional Team..., Conference Speaking, Conference Organisation, Performance Appraisal, Recruitment/Retention, Lecturer, Philanthropy, Mutual Funds

Education
La Salle University
Bachelor of Science (BS), Finance & Mgt; Concentration in Int'l Studies, 13-16

La Salle University - School of Business Administration
Bachelor of Science (BS), Finance & Mgt; Concentration in Int'l Studies, 13-16

Experience
Cambridge Associates  March 2011 - Present
NVR Mortgage Finance Inc.  July 2009 - March 2011
Morgan Stanley Investment Management   June 2008 - June 2009
Condo 1, Inc.   May 2007 - August 2007
Northern Virginia Association of Realtors®  May 2006 - August 2006

Education
James Madison University - College of Business   2004 — 2008
B.B.A.

Langley High School   2000 — 2004

Experience
Indiana University Bloomington  August 2010 - Present
Morgan Stanley Investment Management   February 2009 - January 2010
Starbucks  February 2008 - February 2009
Morgan Stanley  February 2007 - February 2008

Education
Indiana University Bloomington   2010 — 2014

Experience
Comcast  March 2014 - Present
Comcast Business Class  December 2012 - Present
Dirt Devils Softball   2006 - 2012
Computer Sciences Corporation  October 2007 - August 2010
Morgan Stanley  1999 - 2007
Morgan Stanley Investment Management   1999 - 2007
Van Kampen Investments  1999 - 2007
Van Kampen American Capital  1999 - 2007

Skills
Telecommunications, Change Management, Vendor Management, Troubleshooting, Administration, Project Management, Leadership, Active Directory, Integration, Visio, System Administration, IT Management, IT Service Management, Coaching, Program Management, Business Intelligence, Management, Networking, Process Improvement, Team Leadership, Data Center, Business Analysis, Software Documentation, IT Strategy, Disaster Recovery, IT Operations

Education
University of St. Francis   1987 — 1988

Joliet Junior College
Associate's degree, Business Administration and Management, General

Experience
The Blackstone Group  January 2013 - Present
The Blackstone Group  November 2009 - December 2012
FrontPoint Partners  December 2008 - October 2009
Morgan Stanley Investment Management   March 2007 - December 2008
Mercer Investment Consulting  July 2000 - March 2007

Skills
Alternative Investments, Investments, Hedge Funds, Asset Management, Investment Management, Equities, Mutual Funds, Fixed Income, Private Equity, Portfolio Management, Institutional..., Pension Funds, Capital Markets, Strategy

Education
The University of Chicago - Booth School of Business   2003 — 2005
MBA, Finance

Lake Forest College
Bachelor of Liberal Arts, International Relations & Business

Experience
Janney Mongomery Scott LLC   December 2002 - Present
Morgan Stanley  May 2000 - December 2002
Morgan Stanley Investment Management   May 2000 - November 2002
Morgan Stanley Investment Management   May 2000 - November 2002
KPMG  1992 - 1998

Skills
Estate Planning, Retirement Planning, Investments, Strategic Financial..., Long Term Care Insurance, College Education..., Succession Planning, Wealth Management, Asset Allocation, IRAs, Retirement, Municipal Bonds, Series 65, Series 7, Fixed Annuities, Uniform Combined State..., Separately Managed..., Investment Strategies, Investment Management, Investment Advisory, Mutual Funds, Series 63, ETFs, Wealth Management..., Portfolio Management, Finance, Life Insurance, Financial Advisory, 401k, Wealth Accumulation, Financial Goals, Alternative Investments, Securities, FINRA, Wealth, Trust Services, Personal Financial..., Disability Insurance, Equities, Series 6, 401k Rollovers, Asset Management, Financial Services, Term Life Insurance, Variable Annuities, Insurance, Financial Planning

Education
Leeds Metropolitan University   1977 — 1978
Accounting, Association of Certified Accountants

University of Damascus   1960 — 1964
Bachelor's degree, Accounting and Economics

Experience
International Value Advisers  January 2015 - Present
International Value Advisers, LLC   January 2009 - December 2014
Van Eck Global  September 2007 - December 2008
Neuberger Berman  July 2006 - October 2007
Morgan Stanley Investment Management   February 2003 - July 2006

Skills
Series 7, Series 66, Mutual Funds, Sales Management, ETFs, Alternative Investments, Series 63, Separately Managed..., Series 24, Fixed Income, Series 65, Asset Allocation, Investments, Asset Managment, Wealth Management, Securities, FINRA, Equities, Hedge Funds, Portfolio Management, Series 6, Investment Strategies, Retirement Planning, Investment Advisory, Investment Management, Uniform Combined State..., Financial Services, Retirement, Asset Management, 401k, Variable Annuities, Relationship Management

Education
John Carroll University   1998 — 2002
Finance, Business

Saint Peter's Prep   1994 — 1998
High School

Experience
HSBC  October 2014 - Present
Citigroup  August 2005 - September 2014
Morgan Stanley Investment Management   September 1995 - August 2005

Skills
Risk, Risk Management, Strategic Planning, Data Center, Business Continuity, BS25999, FFIEC, Business Resilience, Disaster Recovery, Security Policy..., Security Awareness, Crisis Communications, Corporate Governance, Crisis Management, Continuity, Operational Risk..., Compliance Management, Risk Mitigation, Enterprise Risk..., IT Risk, Risk Analysis, IT Governance, Risk Assessment, Information Security..., Contingency Planning, IT Audit, CISA, Governance, Privacy, COBIT, CBCP, Business Continuity..., Information Security, Information Technology, SAS70, BCM, Operational Risk, GLBA, Business Impact Analysis, Security Policy, Data Privacy, IT Risk Management, Management, Financial Risk

Education
New York University
Masters, Interactive Telecommunications

Manhattan College
Bachelor of Science, Electrical Engineering

Experience
Pioneer Investments  2013 - Present
J.P. Morgan Asset Management   2010 - 2013
OppenheimerFunds  2002 - 2009
Morgan Stanley Investment Management   1998 - 2002
CMS Companies  1996 - 1998

Skills
Fixed Income, Portfolio Management, Equities, Hedge Funds, Investments, Bonds, Investment Management, Private Equity, Emerging Markets, Financial Risk, Options, Credit, Alternative Investments, Trading, Securities, Mutual Funds

Education
Indiana University - Kelley School of Business
M.S., Finance

The Pennsylvania State University
M.B.A., Corporate Financial Analysis

University of Alabama
B.S., Culverhouse School of Accountancy

Experience
Weber Shandwick  March 2015 - Present
Mansfield Communications  October 2014 - March 2015
Ketchum Public Relations  February 2013 - October 2014
National Australia Bank  October 2010 - December 2012
National Australia Bank  March 2009 - October 2010
National Australia Bank  October 2007 - March 2009
Morgan Stanley Investment Management   September 2006 - October 2007

Education
George Brown College Continuing Education   2013 — 2015
Certificate in Social Media Marketing

Chartered Institute of Public Relations   2010 — 2011
Diploma

University of Strathclyde   2001 — 2006
BA (Hons) International Business & Modern Languages

Libera Università Internazionale degli Studi Sociali Guido Carli   2004 — 2005
ERASMUS

Experience
Regions Financial Corporation  October 2012 - Present
Regions Financial Corporation  October 2011 - September 2012
Capital Craftsmen Management, LLC   February 2010 - September 2011
Morgan Stanley Investment Management   October 2006 - February 2010
Oxford Properties, LLC   February 2004 - July 2006
GranCare/Mariner Health Care   July 1996 - February 2004
EREIM/Compass Management and Leasing   January 1984 - February 1996
W. B. Johnson Properties   March 1982 - February 1984

Skills
Real Estate Development, Project Management, Facilities Management, Investors, Due Diligence, Real Estate, Asset Managment, Contract Negotiation, Investments, Strategic Planning, Business Development, Portfolio Management, Consulting, Real Estate Transactions, Retail, Property Management, Marketing, New Business Development, Contract Management, Negotiation, Asset Management, Budgets, Disposition, Construction Management, Real Estate Economics, Management, Risk Management, Start-ups, Leadership, Finance, Project Planning, Analysis, Commercial Real Estate, Investment Properties, Training, Valuation, Construction, Financial Analysis, Brokerage, Acquisitions, Dispositions

Education
Harvard University Graduate School of Design   1989 — 1990
Certificate of Real Estate, Real Estate Development Financial Analysis

University of Southern California   1975 — 1977
Dual Masters, Architectural Design & Gerontology

University of Arizona   1970 — 1974
Professional 5 yr. Bachelor of Architecture, Architectural Design and American History

Experience
Morgan Stanley Investment Management   August 2012 - August 2014
Morgan Stanley  July 2010 - July 2012

Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Financial Modeling, Financial Analysis, Investment Management, Alternative Investments

Education
University of Pennsylvania - The Wharton School   2014 — 2016
Master of Business Administration (MBA)

Ivey Business School at Western University   2008 — 2010
HBA, Business Administration

Western University   2006 — 2008
Economics

Experience
Harley-Davidson Financial Services, Inc  September 2005 - Present
Charles Schwab & Company  2002 - 2005
Morgan Stanley Investment Management   2000 - 2002

Skills
Strategic Planning, New Business Development, Sales Management, Investments, Financial Planning, Business Relationship..., OEM, Negotiation, Financial Analysis, Key Account Management, Business Strategy, Consultative Selling, Sales, Management, Credit, Finance

Education
Lipscomb University   2009 — 2010
Master of Business Administration (MBA)

University of South Florida - College of Business Administration   1996 — 2000
Bachelor's degree, Finance

Experience
First Financial Advisors Group   January 2015 - Present
TimeCapital   July 1997 - December 2014
Morgan Stanley Investment Management   January 1990 - June 1997

Skills
Retirement Planning, Wealth Management, Series 7, Asset Allocation, Investment Advisory, Investments, Mutual Funds, Retirement, Equities, Strategic Financial..., Asset Management, Financial Advisory, Portfolio Management, Financial Analysis, Financial Planning, Alternative Investments

Education
Hofstra University
Bachelor's Degree, Finance

Experience
Morgan Stanley Investment Management   July 2015 - Present
Goldman Sachs  January 2013 - June 2015
Bank of America Merrill Lynch  January 2012 - June 2012
Bank of America Merrill Lynch  July 2010 - December 2010
Gap Inc./Gap   June 2009 - April 2010
DeBeers Diamond Jewellers US Inc.   May 2009 - August 2009

Skills
Microsoft Excel, Oracle Discoverer, SAP ERP, Microsoft Word, PowerPoint, Financial Analysis, Microsoft Office, Finance, Access, Essbase, Financial Reporting, Accounting, Pivot Tables, Outlook, Analysis, Data Analysis, Account Reconciliation, Social Media, Public Speaking, Competitive Analysis, Equities, Auditing, Management

Education
Northeastern University   2008 — 2012
Bachelor of Science in International Business, East Asian Studies and Finance

Hong Kong University of Science and Technology - School of Business and Management   2010 — 2010
Bachelors, Finance

Nanjing University   2010 — 2010
Mandarin

Oceanside High School   2004 — 2008
Honors Diploma

Experience
various advertising agencies  2013 - 2015
CDM NY  2006 - 2011
Morgan Stanley Investment Management   2004 - 2005
CUNY KCC, Office for Student Development & Dean of Students   2001 - 2004
Clearview Cinemas/ City Cinemas   1995 - 2001

Skills
Customer Service, Client Relations, Conflict Resolution, Staff Training, Staff Development, Regulatory Compliance, Time Management, Production Management, Operations Management, Budget Monitoring, Troubleshooting, Online Research, Reporting & Analysis, Team Building, Mentoring, Stabilization

Education
School of Visual Arts   2001 — 2004
Bachelor’s Degree, Marketing Communications & Graphic Design, Honors

Kingsborough Community College   1999 — 2001
Associate’s Degree, Graphic Design, Honors

Experience
Morgan Stanley Investment Management   May 2013 - Present
vente-privee USA  June 2012 - May 2013
J. Crew  June 2011 - June 2012
Coach, Inc  November 2010 - April 2011
Marc Jacobs Intl   January 2010 - July 2010
MTV Networks  July 2007 - March 2009

Skills
Microsoft Excel, Management, Accounts Payable, Accounting, Account Reconciliation, Analysis, Budgets, Invoicing, Sales

Education
Marist College   2004 — 2007
Bachelor's

Stony Brook University   2002 — 2004

Northport High School   1998 — 2002

Marist College
Bachelor of Science

Experience
WPC Healthcare  February 2014 - Present
Hospital Corporation of America  September 2011 - February 2014
Coventry Health Care, Inc  November 2008 - September 2011
Morgan Stanley Investment Management   May 2007 - March 2008
Fresh Start HomeVantage, LLC   November 2004 - December 2007

Skills
Data Analysis, Strategic Planning, Executive Management, Data Mining, Financial Analysis, Managed Care, Financial Reporting, Program Management, SAP, Financial Modeling, SQL, Crystal Reports, Healthcare Industry, Predictive Analytics, MS Project, Statistics, R, Financial Accounting, Statistical Modeling, Strategic Leadership, Python, SAS programming, Financial Regulation, Relational Databases, Multivariate Statistics, Decision Modeling, Statistical Reporting, Teradata, Weka, Profitability Tracking, Bayesian networks, Hidden Markov Models, Healthcare Compliance, Database Management, Database Mining, Operation Management, Machine Learning, Algorithms, Management

Education
Texas A&M University   2009 — 2010
MBA

Harvard University   2006 — 2006
Accounting / Economics

Stanford University   2005 — 2005
Certificate, Project Management

Asbury University   1994 — 1998
BS, Communication

Asbury University   1994 — 1998
BS, Philosophy

Experience
Babson Capital Management  September 2012 - Present
Bank of America  January 2011 - September 2012
Mergent, Inc.   January 2006 - December 2010
Indxis, Inc. (a Mergent Company)   January 2006 - December 2010
Wells Fargo  July 2005 - January 2006
BlackRock  April 2004 - July 2005
Morgan Stanley Investment Management   March 2000 - April 2004
Value Line  April 1998 - March 2000

Skills
Investment Research, Fixed Income, Leveraged Finance, Bloomberg, Factset, Salesforce.com, SugarCRM, Marketing Strategy, Corporate Communications, Marketing, Securities, Investor Relations, Brand Management, Public Relations, Financial Services

Education
West Virginia University   2007 — 2009
Master of Science, Integrated Marketing Communications, 3.8

Hofstra University   1994 — 1998
Bachelor of Arts, Social Sciences

Chaminade High School   1990 — 1994
HS Diploma

Experience
Axiom International Investors LLC  December 2009 - Present
Axiom International Investors LLC  2007 - December 2009
JP Morgan Chase  May 2007 - December 2007
Prudential Financial  May 2006 - August 2006
Morgan Stanley Investment Management   May 2005 - September 2005

Skills
Equities, Trading, Hedge Funds, Bloomberg, Algorithms, Equity Research, Capital Markets, Equity Swaps, Portfolio Management, Derivatives, Investments, Financial Analysis, Asset Managment, Liquidity Analysis, FX trading

Education
La Salle University - School of Business Administration   2003 — 2007
Bachelor of Science (B.S.), Finance, Risk Management and Insurance

Experience
Cindy Shelley Floral Designs, Inc.   2009 - Present
Morgan Stanley Investment Management   1998 - 2005
Goldman Sachs  1987 - 1995

Skills
Wedding Planning, Floral Design, Flowers, Parties, Event Management, Corporate Events, Weddings, Bridal Showers, Birthdays, Private Events, Galas, Event Planning, Holidays, Live Events, Special Event, Graphic Design, Anniversaries, Receptions, Decoration, Event Producing, Dinners, Fashion Shows, Fundraisers, Coordinating Events, Gifts, Invitations, Trade Shows, Meeting Planning, Coordinating Special..., Custom Invitations, Baby Showers, Prop Styling, Venue, Bar/Bat Mitzvahs, Celebrations, Set Decoration, Centerpieces, Set Design, Visual Styling, Florals, Artistic Eye, Wedding Management, Party Favors, Events Coordination, Cake Decorating, Bouquets, Venue Management, Design Production, Special Events...

Education
FlowerSchool NY   2008 — 2013
Completed Master Class Series and Study Abroad Programs, Floral Design

Indiana University Bloomington   1976 — 1980
Bachelor of Business Administration (BBA), Business Administration and Management, General

Experience
Brady PLC   September 2011 - Present
Noble Americas  November 2005 - September 2011
Morgan Stanley Investment Management   July 2003 - November 2005

Skills
Trading, Commodity, Options, Risk Management, Derivatives, Trading Systems, Equities, Commodity Markets, Hedging, Investment Banking, Hedge Funds, Financial Risk, Asset Management, Fixed Income, FX Options, Capital Markets

Education
Iona College   1998 — 2002
Bachelors, Finance

Experience
Morgan Stanley Investment Management   September 2015 - Present
Delaware Investments, a member of the Macquarie Group  November 2011 - August 2015
McDonnell Investment Management  April 2009 - November 2011
Invesco Ltd.  2007 - 2009
INVESCO Institutional, N.A.   2002 - 2006
Zurich Scudder Investments  1999 - 2002
Duff & Phelps  1994 - 1999

Skills
Asset Management, Portfolio Management, Fixed Income, Client Service, Sales Management, Investments, Investment Management, Financial Services, Asset Managment, Mutual Funds, Strategy, Asset Allocation, Infrastructure, Private Equity, COLI, Alternative Investments, Product Management, Equities, Solution Development, Credit, Investment Strategies, Insurance, Series 7, Bonds, MBS

Education
Northwestern University - Kellogg School of Management   1999 — 2001
MBA, Finance & Management Strategy

Indiana University - Kelley School of Business   1989 — 1992
BS, Finance

Experience
Proprium Capital Partners   March 2013 - Present
Morgan Stanley Investment Management   1998 - Present
Morgan Stanley  July 1988 - March 2013

Skills
Real Estate, Investments, Investment Banking, Alternative Investments, Emerging Markets, Asset Managment, Portfolio Management, Corporate Finance, Private Equity, Asset Management, Fixed Income, Hedge Funds, Due Diligence, Valuation, Mutual Funds, Financial Structuring, Credit, Mergers & Acquisitions

Education
Indiana University Bloomington   1984 — 1988
Bachelor of Science (B.S.), Finance

Experience
Morgan Stanley Investment Management   April 2010 - Present
American Express  January 2006 - April 2010
M&T Bank  August 2003 - January 2006
Accenture  December 1997 - September 2003
DaimlerChrysler - Chrysler Group   May 2002 - August 2002
Cooper Industries - Cooper Lighting Division   May 1996 - August 1997
Cincinnati Incorporated  May 1994 - August 1995

Skills
Strategy, Business Strategy, CRM, Marketing, Team Leadership, Relationship Management, Product Development, Segmentation, New Business Development, Financial Analysis, Leadership, B2B, Management, Financial Modeling, Fixed Income, Communication Training, Customer Acquisition, Finance, Basel II, Business Analysis, Analytics, Performance Improvement, Wealth Management, Risk Management, Legal Compliance, Anti Money Laundering, Form PF, Blue Sky

Education
Indiana University - Kelley School of Business   2001 — 2003
MBA

Purdue University   1993 — 1997
BS

Experience
Budgeting For Your Bundle   August 2011 - Present
Bernstein Global Wealth Management  January 2004 - October 2012
Saks Incorporated  February 2003 - January 2004
Morgan Stanley Investment Management   August 2001 - January 2003

Skills
Investments, Wealth Management, Strategic Financial..., Portfolio Management, Retirement Planning, Wealth Management..., Estate Planning, Asset Allocation, Tax, Asset Managment, Series 7, Investment Strategies, Financial Advisory, Series 63, Equities, Investment Management, Hedge Funds, Mutual Funds, Investment Advisory, Fixed Income, Alternative Investments, Securities

Education
Lehigh University - College of Business and Economics
Bachelor of Science (B.S.), Business and Economics

Experience
Financial Industry Regulatory Authority  February 2012 - Present
Agile Concepts   2009 - Present
ING  2011 - 2011
City of Philadelphia  2010 - 2011
Verizon Business  2009 - 2010
Tata Consultancy Services  2009 - 2009
Avanade, Inc.   2008 - 2009
AIG American General  2008 - 2008
Keane  2006 - 2008
Morgan Stanley Investment Management   2006 - 2008

Skills
Microsoft Exchange, Blackberry Enterprise..., Good for Enterprise..., Messaging, Windows Server, Active Directory, VMware, SharePoint, DNS, DHCP, IIS, ITIL, Unified Communications, Microsoft SQL Server, Designing, Unified Messaging, Finance, Government, Investments, SCOM, ISA, WINS, NetIQ AppManager, Cisco IP Telephony..., MOM, NetIQ

Education
Jahangirnagar University   1982 — 1984
Master of Science, Statistics

Jahangirnagar University   1978 — 1982
Bachelor of Science with Honors, Statistics, Mathematics, Economics

Experience
Invesco Ltd.  June 2010 - Present
Morgan Stanley Investment Management   January 2008 - June 2010
Morgan Stanley Investment Management   December 2003 - January 2008
Van Kampen Investments  March 1998 - December 2003

Skills
Editorial, Marketing Strategy, Marketing Communications, Digital Marketing, Product Marketing

Education
Lake Forest College
BA, Mathematics and English

University of Illinois at Chicago
MBA, Marketing and Information Systems

Experience
Wipro Technologies  September 2014 - Present
Genpact Headstrong Capital Markets  April 2011 - April 2014
State Street Bank  April 2011 - November 2013
CorrectNet  2010 - 2010
CJJ Consulting   2008 - 2010
Bank of New York Mellon  2006 - 2007
JPMorgan Chase  1997 - 2005
Donaldson, Lufkin & Jenrette   1996 - 1997
Morgan Stanley Investment Management   1991 - 1996
Information Builders  1987 - 1991

Skills
Equities, Financial Services, Portfolio Management, Business Analysis, Hedge Funds, Risk Management, Financial Risk, Mutual Funds, Program Management, Investments, PMO, Strategy, Trading, Relationship Management, CRM, Project Delivery, SDLC, Fixed Income

Education
Hofstra University
MA, Computer Science

New York University
BA, Liberal Arts

State University of New York at Stony Brook
Certification, Project Management

Experience
MFS Investment Management  December 2014 - Present
Cohen & Steers  September 2012 - November 2014
Morgan Stanley Investment Management   January 1997 - August 2012

Education
Hofstra University   1992 — 1996

Experience
Third Quarter Advisers   September 2012 - Present
Mentor Consulting, Inc.   January 2012 - Present
Guggenheim Funds  March 2009 - December 2011
JAM Consulting  June 2008 - February 2009
Van Kampen Investments  March 1999 - May 2008
Morgan Stanley Investment Management   March 1999 - May 2008
Adams Business Media  August 1998 - February 1999

Skills
Financial Services, Women & Investing, Consulting, Public Speaking, Researcher/Writer, Presenter/Trainer, Legacy Planning, Executive Coaching, Personal Branding, Publishing, Program Management, Relationship Management, Wealth Management, Strategic Planning, Management, Training, Plannning, Coaching, Investments, Asset Management, Strategy

Education
Illinois State University   1994 — 1998
Journalism, Public Relations, Creative Writing

West Chicago Community High School   1989 — 1998

Experience
BlackRock  December 2010 - Present
Morgan Stanley Investment Management   2001 - 2008
Morgan Stanley Investment Management   1999 - 2001
Morgan Stanley Investment Management   1994 - 1998
GE Investments  1991 - 1994
Price Waterhouse  1985 - 1991

Skills
Asset Managment, Due Diligence, Investments, Accounting, Mutual Funds, Process Improvement, Finance, Hedge Funds, Alternative Investments, Internal Audit, Fixed Income, Equities, Private Equity, Financial Analysis, Financial Modeling, Financial Services, Asset Management, Banking, Securities, Fund Accounting, Portfolio Management, Capital Markets, Bloomberg

Education
Iona College   1981 — 1985
Bachelors of Business Administration, Accounting

Experience
Brandywine Global Investment Management  September 2008 - Present
Morgan Stanley Investment Management   1997 - 2008
Aetna USHealthcare  July 1994 - April 1997
Electronic Data Systems  1988 - 1994

Education
Ithaca College   1984 — 1988
BA

Experience
Morgan Stanley Investment Management   March 2012 - Present
Morgan Stanley Investment Management   January 2008 - March 2012
Morgan Stanley Investment Management   October 2004 - January 2008

Skills
Equities, Mutual Funds, Portfolio Management, Series 7, Trading, Investment Management, Asset Allocation, Financial Services, Emerging Markets, Securities, Hedge Funds, FINRA, Financial Analysis, Series 63, Fixed Income

Education
Loyola College in Maryland   1998 — 2002
Bachelor of Arts (B.A.), History

Experience
J.P. Morgan   June 2013 - Present
J.P. Morgan   September 2007 - June 2013
Morgan Stanley Investment Management   August 2000 - September 2007
Morgan Stanley  August 2000 - September 2007
Morgan Stanley Investment Management - London   January 2004 - December 2004
Oppenheimer Capital  March 1994 - August 2000
Dreyfus  1992 - 1993

Skills
Securities, Equities, Mutual Funds, Hedge Funds, Financial Services, Fixed Income, Global Custody, Capital Markets, Asset Managment, Middle Office, Electronic Trading, Swaps, Investment Banking, Bonds, Asset Allocation, Financial Risk, Trading Systems, Series 7, Investments, Bloomberg, Corporate Actions, Trading, Emerging Markets, Asset Management, Derivatives, Alternative Investments, Risk Management, Cash Management, Banking, Securities Lending, Back Office, Relationship Management, Equity Derivatives, Portfolio Management, Fund Administration, Options

Education
LIU Post   1989 — 1992
BS, Business Administration

Experience
West Nantmeal Township   January 2012 - Present
Twin Valley Elementary Center Partners in Education   July 2012 - Present
Twin Valley School District  December 2003 - December 2011
Morgan Stanley Investment Management   January 1997 - January 2003
Morgan Stanley Investment Management   January 1996 - January 1997
Miller Anderson & Sherrerd  January 1994 - January 1996
Alliance Capital Management  December 1992 - January 1994
ALLIANCE FUND SERVICES   January 1992 - January 1994

Skills
Strategic Planning, Hedge Funds, Process Engineering, Organizational..., Bloomberg, Product Management, Asset Allocation, Investments, Performance Appraisal, Educational Technology, Investment Strategies, Microsoft Office, Process Improvement, Microsoft Excel, Project Management, Investment Management, Customer Service, Team Leadership, Marketing, Competitive Analysis, Product Development, Program Management, Budgets, Salesforce.com, Mutual Funds, Change Management, Talent Acquisition, Talent Management, Recruiting, Portfolio Management, Sales, Research, Onboarding, Managerial Finance, Strategic Financial..., Fixed Income, Policy, Management, Vendor Management, Leadership Development, Healthcare, Team Building, Financial Services, Asset Managment, Alternative Investments, Business Analysis, Staff Development, Leadership

Education
Temple University - Fox School of Business and Management   1996 — 1997
MBA, Finance

King's College   1988 — 1992
BS, Marketing

Experience
Oaktree Capital Management  June 2012 - Present
PIMCO  August 2010 - June 2012
Morgan Stanley Investment Management   January 2004 - August 2010

Education
University of California, Berkeley - School of Law   1998 — 2001
JD, Law

Howard University   1988 — 1992
BS, Biology

Experience
Mindtree  March 2012 - Present
Morgan Stanley Investment Management   September 1999 - February 2012
Prudential Insurance  January 1998 - September 1999
JPMorgan  1997 - 1999
Hoechst Marion Roussel  1996 - 1997
Merrill Lynch  1993 - 1996
Wipro Infotech Ltd  1986 - 1993

Skills
CRM, Fixed Income, Enterprise Content..., SDLC, Business Intelligence, IT Strategy, Enterprise Architecture, Business Analysis, Integration, Program Management, Consulting, Outsourcing, Vendor Management, Software Project..., Leadership, Governance, Agile Methodologies

Education
Jadavpur University   1986 — 1987
Masters, Computer Science

REC Trichy

REC Trichy

REC Trichy

Experience
Morgan Stanley Investment Management   September 2013 - Present
Fried Frank  January 2006 - September 2013
The Law Office of John T. Benjamin   December 2002 - November 2004

Skills
Corporate Governance, Corporate Law, Private Equity, Real Estate Private..., Asset Management, Hedge Funds

Education
Indiana University School of Law—Bloomington   1999 — 2002
Doctor of Law (JD)

St. Louis University
Bachelor of Arts (BA)

Experience
Bryant Park Capital LLC   April 2013 - Present
HT Bauerle Associates, Inc. & Synergy Industries, LLC   September 2003 - March 2013
Morgan Stanley Investment Management   1984 - 2003
Miller Anderson & Sherrerd  1984 - 2003

Skills
Mutual Funds, Fixed Income

Education
La Salle University - School of Business Administration
Bachelor of Science, Accounting, Finance

Experience
Morgan Stanley Investment Management   Investment Banking AnalystJP MorganFebruary 2007 - January 2008

Education
Harvard Law School   2005 — 2007
JD, Corporate and Securities Law

Harvard University   2001 — 2004
AB, Economics

Experience
Morgan Stanley Investment Management   September 1997 - Present
LTCB-MAS Investment Management, Inc.   September 1996 - December 1997
SEI Investments  1992 - 1996
SEI  June 1991 - May 1992

Skills
Smart Stream..., Fund Runner, Alternative Investments, Account Reconciliation, Equities, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Fixed Income, Investment Management, Fund Accounting, Private Equity

Education
La Salle University - School of Business Administration   1987 — 1991
B.S., Accounting

Experience
First Trust Advisors L.P.   June 2010 - Present
Morgan Stanley Investment Management   January 2007 - June 2010

Education
Lewis University   2005 — 2006
MBA, Finance

Lewis University   1999 — 2003
BS, Marketing

Experience
Morgan Stanley Investment Management   1994 - Present

Skills
Investment Management, Series 7, Series 24, Equities

Education
Hofstra University
Bachelor of Business Administration (BBA), Accounting

Hofstra University
Master of Business Administration (MBA), Finance, General

Experience
Morgan Stanley  December 2008 - Present
Morgan Stanley Investment Management   1999 - 2011
IDBI Bank  November 1997 - July 1999

Skills
Equities, Fixed Income, Hedge Funds, Asset Management, Derivatives, Securities, Mutual Funds, Capital Markets, Investment Management, Asset Managment, Fund Of Funds, Investment Strategies

Education
Chartered Financial Analyst Institute   2003 — 2007
CFA

Institute of Chartered Accountants Of India   1994 — 1997
ACA, Accountancy, Law, Financial Accounting and Taxation

Institute of Company Secretaries of India   1994 — 1997
ACS, Law

Institute of Cost and Work Accountants of India   1991 — 1994
AICWA, Cost And Works Accountancy

Narsee Monjee College   1989 — 1994
BCOM, Accountancy

Experience
4 Consulting Inc.  October 2014 - February 2015
Landstar  November 2007 - September 2014
SunTrust Investment Services, Inc.   August 2006 - November 2007
Morgan Stanley Investment Management   March 2005 - July 2006
Ameriprise Financial Services, Inc.   October 2002 - November 2003
Compass Financial   April 2001 - April 2002

Skills
Customer Service, Transportation, Sales Management, Freight Forwarding, Logistics, Operations Management, Inventory Management, Budgets, Inventory Control, Transportation..., Account Management, 3PL, Warehousing, Supply Chain, Management, Negotiation, Fleet Management, Air Freight, Truckload, Customer Satisfaction, International Logistics, Sales, Team Building, LTL, New Business Development, Trucking, Logistics Management, Purchasing, Sales Operations, Supply Chain Management, Distribution Center..., Freight, Shipping, Pricing, Contract Negotiation, Dispatching, Container, Truck, Export, Flatbed, P&L Management, Java

Education
Kansas State University   1987 — 1987
N/A, Computer Science, B

Northwest Senior High School   1980 — 1982
Graduate, College Preparatory, 3.25 GPA

Experience
Mawer Investment Management  AssociateBlair Franklin Capital Partners2005 - 2006
Morgan Stanley Investment Management   2001 - 2005

Skills
Fixed Income

Education
Harvard University   1998 — 2001

Experience
Morgan Stanley Wealth Management  September 2013 - Present
PNC Investments  May 2011 - Present
Morgan Stanley Investment Management   June 2008 - April 2011
Citigroup  February 2005 - May 2008

Skills
Hedge Funds, Equities, Asset Management, Alternative Investments, Fixed Income, Investments, Mutual Funds, Asset Allocation, Investment Management, Investment Strategies, Private Equity

Education
Hobart and William Smith Colleges   1997 — 2001
Bachelor of Arts (B.A.), Economics

Experience
Signpost Capital Advisors, LLC   September 2012 - Present
Talpion Fund Management LP  May 2010 - February 2012
Morgan Stanley Investment Management   August 1998 - May 2010
PwC  September 1991 - October 1997

Skills
Asset Management, Funding, Fund Administration, Hedge Funds, Equities

Education
Lehigh University   1987 — 1991
Bachelor of Science, Accounting

Delbarton

Experience
First Data Corporation  October 2013 - Present
Morgan Stanley Investment Management   October 1986 - January 2013

Skills
Procurement, Strategic Sourcing, Disaster Recovery, Mainframe Architecture, Mainframe, Vendor Management, Software Licensing, IT Strategy, Contract Negotiation, Business Development, Business Analysis, Program Management, Cloud Computing, New Business Development, Business Strategy, Project Management, Risk Management, Hardware Support, Hardware Installation, Hardware Diagnostics, IT Hardware Support, Data Center, Strategic Financial..., Investments, Financial Analysis, Mergers & Acquisitions, Sybase, Trading Systems, Vendor Management Skills, Credit Derivatives, Prime Brokerage

Education
Iona College   1983 — 1985
Master's degree, Computer Software Engineering

Iona College   1979 — 1983
Bachelor of Arts (B.A.), Computer Science

Experience
LL Funds   March 2013 - Present
Morgan Stanley Investment Management   May 1997 - January 2013
Morgan Stanley Investment Management   May 1997 - January 2013

Skills
Hedge Funds, Asset Management, Portfolio Management, Asset Allocation, Investment Management, Bloomberg, Investment Strategies, Investments, Derivatives, Mutual Funds, Capital Markets, Valuation, Financial Modeling, Private Equity, Bonds, Fixed Income

Education
Wharton Business School   1995 — 1997
Master of Business Administration (MBA), Finance

University of Illinois at Urbana-Champaign   1988 — 1994
Doctor of Philosophy (Ph.D.), Electrical and Electronics Engineering

Indian Institute of Technology, Madras

Experience
Morgan Stanley Investment Management   December 1991 - Present
A.G. Edwards   January 1975 - January 1977

Education
University of West Florida   1973 — 1974
Bachelor of Arts (B.A.), Special Education and Teaching

Kent State University   1970 — 1973
Audiology/Audiologist and Speech-Language Pathology/Pathologist