Morgan Stanley Investment Management
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Morgan Stanley Investment Management Employees
Employee
Years
Job
Industry
Amit Thawait Amit Thawait's Morgan Stanley Investment Management Experience July 2005 - November 2007
Job Vice President Technology Lead
Industry Financial Services
Experience
Bank of America April 2011 - Present
Citi February 2009 - April 2011
The Bank of New York Mellon September 2008 - January 2009
AMB Property Corporation December 2007 - August 2008
Morgan Stanley Investment Management July 2005 - November 2007
Principal Financial Group November 2003 - June 2005
ADCB February 2003 - October 2003
DHL June 2002 - February 2003
GE Energy January 2002 - May 2002
Skills
Data Warehousing, ETL, Microsoft SQL Server, Business Objects, Business Intelligence, SDLC, Data Migration, Databases, Informatica, Requirements Analysis, SQL, Performance Tuning, Management, Business Requirements, Integration
Education
Pandit Ravishankar Shukla University 2001 — 2004
Master of Computer Applications (M.C.A.), Computer Application
Bank of America April 2011 - Present
Citi February 2009 - April 2011
The Bank of New York Mellon September 2008 - January 2009
AMB Property Corporation December 2007 - August 2008
Morgan Stanley Investment Management July 2005 - November 2007
Principal Financial Group November 2003 - June 2005
ADCB February 2003 - October 2003
DHL June 2002 - February 2003
GE Energy January 2002 - May 2002
Skills
Data Warehousing, ETL, Microsoft SQL Server, Business Objects, Business Intelligence, SDLC, Data Migration, Databases, Informatica, Requirements Analysis, SQL, Performance Tuning, Management, Business Requirements, Integration
Education
Pandit Ravishankar Shukla University 2001 — 2004
Master of Computer Applications (M.C.A.), Computer Application
Laida Degan Laida Degan's Morgan Stanley Investment Management Experience August 1999 - October 2001
Job Certified Personal Trainer at Mfit
Industry Health, Wellness and Fitness
Experience
Mfit April 2014 - Present
Tuckahoe, NJ May 2013 - Present
Team Beachbody Independent Business Coach May 2008 - Present
AXA Financial October 2000 - May 2004
Morgan Stanley Investment Management August 1999 - October 2001
Skills
Nutrition, Wellness, Fitness, Strength Training, Wellness Coaching, Wellbeing, Nutritional Counseling, Healing, Lifestyle, Yoga, Sports Nutrition, Relaxation, Fitness Training, Personal Training, Coaching, Small Business, Corporations, Endurance, Exercise Physiology, Holistic Health, Lifestyle Coaching, Social Media Marketing, Nutrition Education, Operant Conditioning, Management, Public Speaking, Sports, Training
Education
Nyack College 1995 — 1998
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Mfit April 2014 - Present
Tuckahoe, NJ May 2013 - Present
Team Beachbody Independent Business Coach May 2008 - Present
AXA Financial October 2000 - May 2004
Morgan Stanley Investment Management August 1999 - October 2001
Skills
Nutrition, Wellness, Fitness, Strength Training, Wellness Coaching, Wellbeing, Nutritional Counseling, Healing, Lifestyle, Yoga, Sports Nutrition, Relaxation, Fitness Training, Personal Training, Coaching, Small Business, Corporations, Endurance, Exercise Physiology, Holistic Health, Lifestyle Coaching, Social Media Marketing, Nutrition Education, Operant Conditioning, Management, Public Speaking, Sports, Training
Education
Nyack College 1995 — 1998
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management
Neil Dorrel, CAIA Neil Dorrel, CAIA's Morgan Stanley Investment Management Experience February 2001 - March 2002
Job Pursuing a clientfacing business development role within the alternative investment world.
Industry Financial Services
Experience
Holly Street Wealth November 2012 - Present
New Sheridan Advisors October 2013 - October 2014
Lyrical Partners, LP August 2010 - November 2012
Newport Asset Management LLC January 2009 - October 2009
Optima Fund Management March 2008 - January 2009
Citi Alternative Investments August 2003 - March 2008
Citigroup Global Markets August 2003 - March 2008
Bank of America March 2002 - August 2003
Morgan Stanley Investment Management February 2001 - March 2002
Next Advisors February 2000 - February 2001
Skills
Alternative Investments, Sales, CAIA, Fundraising, Marketing, Hedge Funds, Private Equity, Asset Managment, Portfolio Management, Fund Of Funds, FX trading, Futures, Managed Futures, Commercial Real Estate, Asset Management, Bonds, Mutual Funds, Trading, Asset Allocation, Series 63, Options, Investment Management, Investment Advisory, Equities, Capital Raising, Investments, Fixed Income, Wealth Management, Investment Strategies, Derivatives, Institutional..., Capital Markets, Equity Research, Wealth, Series 7, Financial Advisory, Emerging Markets, Investor Relations, Start-ups
Education
Mt. San Antonio College 1983 — 1987
Architecture
Mt. San Antonio College 1983 — 1987
Architecture
Holly Street Wealth November 2012 - Present
New Sheridan Advisors October 2013 - October 2014
Lyrical Partners, LP August 2010 - November 2012
Newport Asset Management LLC January 2009 - October 2009
Optima Fund Management March 2008 - January 2009
Citi Alternative Investments August 2003 - March 2008
Citigroup Global Markets August 2003 - March 2008
Bank of America March 2002 - August 2003
Morgan Stanley Investment Management February 2001 - March 2002
Next Advisors February 2000 - February 2001
Skills
Alternative Investments, Sales, CAIA, Fundraising, Marketing, Hedge Funds, Private Equity, Asset Managment, Portfolio Management, Fund Of Funds, FX trading, Futures, Managed Futures, Commercial Real Estate, Asset Management, Bonds, Mutual Funds, Trading, Asset Allocation, Series 63, Options, Investment Management, Investment Advisory, Equities, Capital Raising, Investments, Fixed Income, Wealth Management, Investment Strategies, Derivatives, Institutional..., Capital Markets, Equity Research, Wealth, Series 7, Financial Advisory, Emerging Markets, Investor Relations, Start-ups
Education
Mt. San Antonio College 1983 — 1987
Architecture
Mt. San Antonio College 1983 — 1987
Architecture
Patrick Del Valle Patrick Del Valle's Morgan Stanley Investment Management Experience September 2007 - April 2013
Job Vice President at BlackRock
Industry Financial Services
Experience
BlackRock April 2013 - Present
Morgan Stanley Investment Management September 2007 - April 2013
US Army & NJ National Guard November 1998 - January 2011
UBS September 2006 - September 2007
Prudential Financial 2005 - 2006
Skills
Financial Analysis, Valuation, Internal Audit, Due Diligence, Investments, Accounting, Sarbanes-Oxley Act, Analysis, Internal Controls, Fixed Income, Budgets, Variance Analysis, Strategic Planning, Strategic Financial..., Securities, Leadership, Strategy, Financial Modeling, Financial Reporting, Alternative Investments, Finance, Mutual Funds, Investment Strategies, Risk Management, Asset Management, Corporate Finance, Equities, Financial Planning
Education
Montclair State University 2006 — 2009
MBA, Finance
Montclair State University 2000 — 2004
BlackRock April 2013 - Present
Morgan Stanley Investment Management September 2007 - April 2013
US Army & NJ National Guard November 1998 - January 2011
UBS September 2006 - September 2007
Prudential Financial 2005 - 2006
Skills
Financial Analysis, Valuation, Internal Audit, Due Diligence, Investments, Accounting, Sarbanes-Oxley Act, Analysis, Internal Controls, Fixed Income, Budgets, Variance Analysis, Strategic Planning, Strategic Financial..., Securities, Leadership, Strategy, Financial Modeling, Financial Reporting, Alternative Investments, Finance, Mutual Funds, Investment Strategies, Risk Management, Asset Management, Corporate Finance, Equities, Financial Planning
Education
Montclair State University 2006 — 2009
MBA, Finance
Montclair State University 2000 — 2004
Conor McNamara, CFA Conor McNamara, CFA's Morgan Stanley Investment Management Experience March 2005 - October 2010
Job Analyst at Tamarack Capital Management
Industry Investment Management
Experience
Tamarack Capital Management, LLC January 2013 - Present
Hudson Bay Capital Management LP January 2011 - October 2012
Morgan Stanley Investment Management March 2005 - October 2010
McKesson 2003 - 2005
Deloitte & Touche Corporate Finance 2002 - 2003
Lehman Brothers 2000 - 2002
Education
Occidental College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Tamarack Capital Management, LLC January 2013 - Present
Hudson Bay Capital Management LP January 2011 - October 2012
Morgan Stanley Investment Management March 2005 - October 2010
McKesson 2003 - 2005
Deloitte & Touche Corporate Finance 2002 - 2003
Lehman Brothers 2000 - 2002
Education
Occidental College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Scott Gawrych Scott Gawrych's Morgan Stanley Investment Management Experience March 2007 - July 2008
Job Institutional Consultant at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional March 2013 - Present
Schroders July 2008 - February 2013
Morgan Stanley Investment Management March 2007 - July 2008
Morgan Stanley Global Wealth Management December 2005 - March 2007
Morgan Stanley Global Wealth Management October 2003 - January 2005
Skills
Separately Managed..., Mutual Funds, Series 63, Alternative Investments, Series 7, ETFs, Asset Allocation, Fixed Income, Asset Managment, Investment Advisory, Equities, Investments, Wealth Management, Securities, Investment Strategies, Uniform Combined State..., Hedge Funds, Portfolio Management, Series 65, Commodity Markets, Emerging Markets, Engaging Public Speaker, Presentations, Asset Management, Sales, Bonds, Financial Services, Financial Advisory
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Finance, Corporate Finance
Neumann University 1998 — 2002
BA, Psychology
TD Ameritrade Institutional March 2013 - Present
Schroders July 2008 - February 2013
Morgan Stanley Investment Management March 2007 - July 2008
Morgan Stanley Global Wealth Management December 2005 - March 2007
Morgan Stanley Global Wealth Management October 2003 - January 2005
Skills
Separately Managed..., Mutual Funds, Series 63, Alternative Investments, Series 7, ETFs, Asset Allocation, Fixed Income, Asset Managment, Investment Advisory, Equities, Investments, Wealth Management, Securities, Investment Strategies, Uniform Combined State..., Hedge Funds, Portfolio Management, Series 65, Commodity Markets, Emerging Markets, Engaging Public Speaker, Presentations, Asset Management, Sales, Bonds, Financial Services, Financial Advisory
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Finance, Corporate Finance
Neumann University 1998 — 2002
BA, Psychology
Stephanie Novack Stephanie Novack's Morgan Stanley Investment Management Experience March 2013 - Present
Job Associate Intermediary Client Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management March 2013 - Present
Morgan Stanley June 2008 - March 2013
Morgan Stanley November 2006 - June 2008
Skills
Investments, Analysis, Databases, Management, Finance, Equities, Microsoft Excel, SQL, Customer Service, Customer Satisfaction, Mutual Funds, Variable Annuities, PowerPoint, DST, TA2000, AWD, Series 6, Series 63, Performance Reporting, Ad Hoc Reporting, Financial Services
Education
Monmouth University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Morgan Stanley Investment Management March 2013 - Present
Morgan Stanley June 2008 - March 2013
Morgan Stanley November 2006 - June 2008
Skills
Investments, Analysis, Databases, Management, Finance, Equities, Microsoft Excel, SQL, Customer Service, Customer Satisfaction, Mutual Funds, Variable Annuities, PowerPoint, DST, TA2000, AWD, Series 6, Series 63, Performance Reporting, Ad Hoc Reporting, Financial Services
Education
Monmouth University 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Subtain Pervaiz Subtain Pervaiz's Morgan Stanley Investment Management Experience August 2013 - Present
Job Technology Analyst at Morgan Stanley
Industry Computer Software
Experience
Morgan Stanley Investment Management August 2013 - Present
Morgan Stanley May 2012 - August 2012
Skills
JavaSE, Eclipse, Web Services, SOAP, Design Patterns, Object Oriented Design, C++ Language, C#, Visual Studio, SQL, XML, Ant, SpringSource, Web Application Design, Distributed Systems, HTML, Website Development, MPI
Education
McGill University 2011 — 2013
Master's degree, Computer Science, A
University of Engineering and Technology, Lahore 2004 — 2010
Bachelor's degree, Computer Science and Engineering
British Council Lahore 2002 — 2004
A levels
The Lahore Lyceum 1996 — 2002
O Levels [Edexcel], Straight As
Morgan Stanley Investment Management August 2013 - Present
Morgan Stanley May 2012 - August 2012
Skills
JavaSE, Eclipse, Web Services, SOAP, Design Patterns, Object Oriented Design, C++ Language, C#, Visual Studio, SQL, XML, Ant, SpringSource, Web Application Design, Distributed Systems, HTML, Website Development, MPI
Education
McGill University 2011 — 2013
Master's degree, Computer Science, A
University of Engineering and Technology, Lahore 2004 — 2010
Bachelor's degree, Computer Science and Engineering
British Council Lahore 2002 — 2004
A levels
The Lahore Lyceum 1996 — 2002
O Levels [Edexcel], Straight As
Cora Tran Cora Tran's Morgan Stanley Investment Management Experience August 2012 - Present
Job Real Estate Private Equity Portfolio Management, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management August 2012 - Present
Morgan Stanley December 2009 - July 2012
KPMG LLP July 2008 - December 2009
Surbana International Consultants Pte Ltd 2008 - 2008
Skills
Investments, Valuation, Financial Analysis, Portfolio Management
Education
The Chinese University of Hong Kong 2008 — 2008
Bachelor Degree
Nanyang Technological University 2006 — 2008
Bachelor Degree
Anderson Junior college
Kiangsu & Chekiang School
Morgan Stanley Investment Management August 2012 - Present
Morgan Stanley December 2009 - July 2012
KPMG LLP July 2008 - December 2009
Surbana International Consultants Pte Ltd 2008 - 2008
Skills
Investments, Valuation, Financial Analysis, Portfolio Management
Education
The Chinese University of Hong Kong 2008 — 2008
Bachelor Degree
Nanyang Technological University 2006 — 2008
Bachelor Degree
Anderson Junior college
Kiangsu & Chekiang School
Mitchell Sabshon Mitchell Sabshon's Morgan Stanley Investment Management Experience 2002 - 2004
Job Chief Executive Officer at Inland Real Estate Investment Corporation
Industry Real Estate
Experience
Inland Real Estate Investment Corporation August 2013 - Present
Cole Real Estate Investments November 2010 - June 2013
EndPoint Financial LLC June 2008 - November 2010
GFI Capital Resources Group May 2007 - June 2008
Goldman, Sachs & Co. 2004 - 2007
Morgan Stanley Investment Management 2002 - 2004
Goldman, Sachs & Co. 2001 - 2002
Goldman Sachs & Co. 1997 - 2001
Lehman Brothers 1991 - 1997
Skadden Arps 1985 - 1991
Skills
Asset Managment, Investment Banking, Real Estate, Asset Management, Portfolio Management, Structured Finance, Investments, Corporate Finance, Mergers & Acquisitions, Loans, Finance, Real Estate Development, Commercial Real Estate, Credit, Equities, Hedge Funds, Investment Properties, Underwriting, Commercial Mortgages, Financial Services, Brokerage
Education
Hofstra University School of Law 1980 — 1983
JD, Law
The George Washington University 1970 — 1974
BA, Psychology
Inland Real Estate Investment Corporation August 2013 - Present
Cole Real Estate Investments November 2010 - June 2013
EndPoint Financial LLC June 2008 - November 2010
GFI Capital Resources Group May 2007 - June 2008
Goldman, Sachs & Co. 2004 - 2007
Morgan Stanley Investment Management 2002 - 2004
Goldman, Sachs & Co. 2001 - 2002
Goldman Sachs & Co. 1997 - 2001
Lehman Brothers 1991 - 1997
Skadden Arps 1985 - 1991
Skills
Asset Managment, Investment Banking, Real Estate, Asset Management, Portfolio Management, Structured Finance, Investments, Corporate Finance, Mergers & Acquisitions, Loans, Finance, Real Estate Development, Commercial Real Estate, Credit, Equities, Hedge Funds, Investment Properties, Underwriting, Commercial Mortgages, Financial Services, Brokerage
Education
Hofstra University School of Law 1980 — 1983
JD, Law
The George Washington University 1970 — 1974
BA, Psychology
Nicholas Generale Nicholas Generale's Morgan Stanley Investment Management Experience July 2014 - Present
Job Internal Associate at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management July 2014 - Present
MetLife Investors August 2009 - January 2014
MetLife Investors June 2009 - August 2009
Education
Penn State University 2005 — 2009
Bachelor of Science, Finance
Morgan Stanley Investment Management July 2014 - Present
MetLife Investors August 2009 - January 2014
MetLife Investors June 2009 - August 2009
Education
Penn State University 2005 — 2009
Bachelor of Science, Finance
Irene Lalli- Amarena Irene Lalli- Amarena's Morgan Stanley Investment Management Experience January 1999 - November 2009
Job First Line Manager at State Street Bank
Industry Financial Services
Experience
State Street Bank November 2009 - Present
State Street 2009 - Present
Morgan Stanley Investment Management January 1999 - November 2009
Morgan Stanley Smith Barney September 1984 - January 1999
Skills
Fixed Income, Mutual Funds, Securities, Bloomberg, Equities, Global Custody, Settlement, Back Office, Derivatives, Fund Administration, Hedge Funds, Financial Services, FX Options, Trading, Middle Office
Education
Pace University - Lubin School of Business 1980 — 1984
BBA, Banking/ Finance
State Street Bank November 2009 - Present
State Street 2009 - Present
Morgan Stanley Investment Management January 1999 - November 2009
Morgan Stanley Smith Barney September 1984 - January 1999
Skills
Fixed Income, Mutual Funds, Securities, Bloomberg, Equities, Global Custody, Settlement, Back Office, Derivatives, Fund Administration, Hedge Funds, Financial Services, FX Options, Trading, Middle Office
Education
Pace University - Lubin School of Business 1980 — 1984
BBA, Banking/ Finance
Kim Austin Kim Austin's Morgan Stanley Investment Management Experience July 1996 - October 2003
Job Instructor at Penn State University
Industry Higher Education
Experience
Penn State University August 2005 - Present
Morgan Stanley Investment Management July 1996 - October 2003
Morgan Stanley August 1985 - October 1995
Skills
Higher Education, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Leadership, Event Planning, Microsoft Word
Education
UCLA 1983 — 1985
Master of Business Administration (M.B.A.), Finance
Penn State University 1976 — 1980
Bachelor's degree, Marketing
Penn State University August 2005 - Present
Morgan Stanley Investment Management July 1996 - October 2003
Morgan Stanley August 1985 - October 1995
Skills
Higher Education, Public Speaking, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Leadership, Event Planning, Microsoft Word
Education
UCLA 1983 — 1985
Master of Business Administration (M.B.A.), Finance
Penn State University 1976 — 1980
Bachelor's degree, Marketing
Harris Bogner Harris Bogner's Morgan Stanley Investment Management Experience 1999 - 2000
Job Chief Compliance Officer Asset & Wealth Management
Industry Investment Management
Experience
Cantor Fitzgerald April 2015 - Present
Cantor Fitzgerald February 2014 - March 2015
Avalon Lake Partners, LLC January 2012 - January 2014
Compliance Consultant January 2011 - December 2011
Cadogan Management, LLC July 2007 - December 2010
ABP Investments US, Inc. 2006 - 2007
Bessemer Trust 2001 - 2006
Morgan Stanley Investment Management 1999 - 2000
Paine Webber 1996 - 2000
Skills
Hedge Funds, Alternative Investments, Equities, Asset Allocation, Private Equity, Fund Of Funds, Registered Investment..., CCO, Compliance Audits, Regulatory Reporting, Registration, Broker Dealer Regulation, Broker-Dealer, Asset Management, Finance, Start-ups, Due Diligence, Securities
Education
New York Law School 1995 — 1998
JD
University at Albany, SUNY 1991 — 1995
BA, Political Science
Cantor Fitzgerald April 2015 - Present
Cantor Fitzgerald February 2014 - March 2015
Avalon Lake Partners, LLC January 2012 - January 2014
Compliance Consultant January 2011 - December 2011
Cadogan Management, LLC July 2007 - December 2010
ABP Investments US, Inc. 2006 - 2007
Bessemer Trust 2001 - 2006
Morgan Stanley Investment Management 1999 - 2000
Paine Webber 1996 - 2000
Skills
Hedge Funds, Alternative Investments, Equities, Asset Allocation, Private Equity, Fund Of Funds, Registered Investment..., CCO, Compliance Audits, Regulatory Reporting, Registration, Broker Dealer Regulation, Broker-Dealer, Asset Management, Finance, Start-ups, Due Diligence, Securities
Education
New York Law School 1995 — 1998
JD
University at Albany, SUNY 1991 — 1995
BA, Political Science
Jhander Zapata Jhander Zapata's Morgan Stanley Investment Management Experience November 2010 - August 2011
Job Independent Data Center Contractor / Data Center Technician
Industry Internet
Experience
Morgan Stanley Investment Management November 2010 - August 2011
Amazon.com November 2009 - October 2010
Skills
Bash, Disaster Recovery, Data Center, Linux, Amazon Web Services..., Operating Systems, Cloud Computing, Unix, Perl, MySQL, Hardware, Apache, Cisco Technologies, Shell Scripting, Red Hat Linux, DNS, IBM Mainframe, Servers, System Administration, VMware, Windows 3.1
Education
Northern Virginia Community College 2008 — 2010
IT, Computer
Morgan Stanley Investment Management November 2010 - August 2011
Amazon.com November 2009 - October 2010
Skills
Bash, Disaster Recovery, Data Center, Linux, Amazon Web Services..., Operating Systems, Cloud Computing, Unix, Perl, MySQL, Hardware, Apache, Cisco Technologies, Shell Scripting, Red Hat Linux, DNS, IBM Mainframe, Servers, System Administration, VMware, Windows 3.1
Education
Northern Virginia Community College 2008 — 2010
IT, Computer
Anish Abuwala, CFA's Morgan Stanley Investment Management Experience December 2011 - November 2013
Job Global Macro at Caxton Associates
Industry Financial Services
Experience
Caxton Associates August 2014 - Present
Woodbine Capital Advisors LP November 2013 - June 2014
Morgan Stanley Investment Management December 2011 - November 2013
Nomura Securities October 2009 - December 2011
Lehman Brothers 2008 - 2008
BlackRock 2006 - 2008
Skills
Global Macro, Fixed Income, FX, FX Options, Sovereign Debt, Rates, Economics, Emerging Markets, Asset Allocation, Investment Strategies, Portfolio Management, Financial Modeling, Strategy, Finance, Financial Risk, Investment Management, Bloomberg, Hedge Funds, Derivatives, Equities, Alternative Investments, Equity Research, Investments
Education
New York University
BS, Magna Cum Laude
Caxton Associates August 2014 - Present
Woodbine Capital Advisors LP November 2013 - June 2014
Morgan Stanley Investment Management December 2011 - November 2013
Nomura Securities October 2009 - December 2011
Lehman Brothers 2008 - 2008
BlackRock 2006 - 2008
Skills
Global Macro, Fixed Income, FX, FX Options, Sovereign Debt, Rates, Economics, Emerging Markets, Asset Allocation, Investment Strategies, Portfolio Management, Financial Modeling, Strategy, Finance, Financial Risk, Investment Management, Bloomberg, Hedge Funds, Derivatives, Equities, Alternative Investments, Equity Research, Investments
Education
New York University
BS, Magna Cum Laude
Cameron Dix Cameron Dix's Morgan Stanley Investment Management Experience April 2013 - Present
Job Private Equity Analyst at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management April 2013 - Present
Bank of America June 2012 - March 2013
Bank of America June 2011 - August 2011
Penn Wealth Planning, LLC May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Private Equity, Trading, VBA, Valuation Modeling, Real Estate
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Finance
Morgan Stanley Investment Management April 2013 - Present
Bank of America June 2012 - March 2013
Bank of America June 2011 - August 2011
Penn Wealth Planning, LLC May 2010 - August 2010
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Private Equity, Trading, VBA, Valuation Modeling, Real Estate
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Finance
Kevin L. Kearney's Morgan Stanley Investment Management Experience 1997 - 2006
Job AXA
Industry Financial Services
Experience
AXA Equitable November 2008 - Present
AXA Equitable 2012 - 2013
AXA Equitable August 2006 - November 2008
Morgan Stanley 1997 - 2006
Morgan Stanley Investment Management 1997 - 2006
Skills
Risk Management, Vendor Management, Business Analysis, Process Improvement, Investments, SDLC, Project Management, Strategic Planning, Change Management, Team Building, Budget, Operations Management, Insurance, SSAE16, SSAE 16, Training, Management, Program Management, Budgets, Analysis, Business Process..., Financial Services, IT Strategy, Leadership, Negotiation, Project Portfolio..., Strategy, Team Leadership, Recruiting
Education
New Jersey City University 1991 — 1996
Bachelors of Arts, History and Secondary Education
Leadership Greater Syracuse 2010 — 2011
Corporate and Civic Leadership
Hudson Catholic High School 1986 — 1990
Diploma
AXA Equitable November 2008 - Present
AXA Equitable 2012 - 2013
AXA Equitable August 2006 - November 2008
Morgan Stanley 1997 - 2006
Morgan Stanley Investment Management 1997 - 2006
Skills
Risk Management, Vendor Management, Business Analysis, Process Improvement, Investments, SDLC, Project Management, Strategic Planning, Change Management, Team Building, Budget, Operations Management, Insurance, SSAE16, SSAE 16, Training, Management, Program Management, Budgets, Analysis, Business Process..., Financial Services, IT Strategy, Leadership, Negotiation, Project Portfolio..., Strategy, Team Leadership, Recruiting
Education
New Jersey City University 1991 — 1996
Bachelors of Arts, History and Secondary Education
Leadership Greater Syracuse 2010 — 2011
Corporate and Civic Leadership
Hudson Catholic High School 1986 — 1990
Diploma
James Wallin James Wallin's Morgan Stanley Investment Management Experience 1997 - 2005
Job Senior Vice President at AllianceBernstein
Industry Financial Services
Experience
AllianceBernstein June 2005 - Present
Morgan Stanley Investment Management 1997 - 2005
Morgan Stanley Distributors 1997 - 2005
Evergreen Investments 1993 - 1997
Yamaichi International 1988 - 1993
Skills
Prime Brokerage, Hedge Funds, Fixed Income, Derivatives, Equities, Capital Markets, Securities, Series 7, Bloomberg, Alternative Investments, Asset Managment, Series 63, Trading, Investment Advisory, Commodity, Asset Management, Mutual Funds, Investment Management, Trading Systems, Asset Allocation, Electronic Trading, Bonds, ETFs, Fund Of Funds
Education
New York Law School 1980 — 1983
JD
Stony Brook University 1977 — 1980
BA, Economics and Computer Science
AllianceBernstein June 2005 - Present
Morgan Stanley Investment Management 1997 - 2005
Morgan Stanley Distributors 1997 - 2005
Evergreen Investments 1993 - 1997
Yamaichi International 1988 - 1993
Skills
Prime Brokerage, Hedge Funds, Fixed Income, Derivatives, Equities, Capital Markets, Securities, Series 7, Bloomberg, Alternative Investments, Asset Managment, Series 63, Trading, Investment Advisory, Commodity, Asset Management, Mutual Funds, Investment Management, Trading Systems, Asset Allocation, Electronic Trading, Bonds, ETFs, Fund Of Funds
Education
New York Law School 1980 — 1983
JD
Stony Brook University 1977 — 1980
BA, Economics and Computer Science
Jackie Fein Jackie Fein's Morgan Stanley Investment Management Experience December 2006 - July 2011
Job Account Manager at CallidusCloud Sales Effectiveness Solutions
Industry Marketing and Advertising
Experience
CallidusCloud January 2015 - Present
The Negotiation Institute (TNI) January 2014 - December 2014
AlixPartners July 2011 - January 2014
Morgan Stanley Investment Management December 2006 - July 2011
Skills
Sales, Marketing, Marketing Communications, Management, Project Management, Strategy, Integrated Marketing, Social Media, Social Media Marketing, Business Development, Sales Process, Leadership, Solution Selling, Sales Operations
Education
New York University 2010 — 2014
Master's Degree, Management: Strategy and Leadership, GPA 3.90
University of Rhode Island 1995 — 1999
Bachelor's Degree, Marketing
CallidusCloud January 2015 - Present
The Negotiation Institute (TNI) January 2014 - December 2014
AlixPartners July 2011 - January 2014
Morgan Stanley Investment Management December 2006 - July 2011
Skills
Sales, Marketing, Marketing Communications, Management, Project Management, Strategy, Integrated Marketing, Social Media, Social Media Marketing, Business Development, Sales Process, Leadership, Solution Selling, Sales Operations
Education
New York University 2010 — 2014
Master's Degree, Management: Strategy and Leadership, GPA 3.90
University of Rhode Island 1995 — 1999
Bachelor's Degree, Marketing
Isaac Ayokunnumi Oyinlade Isaac Ayokunnumi Oyinlade's Morgan Stanley Investment Management Experience 2012 - Present
Job Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management 2012 - Present
Bank of America January 2008 - July 2012
Skills
MS Project, Project Management, Matlab, Statistics, Data Analysis, Simulations, AutoCAD, Systems Engineering, Six Sigma, Minitab
Education
Morgan State University 2008 — 2012
Bachelor of Science (BSc), Industrial and Systems Engineering
Morgan Stanley Investment Management 2012 - Present
Bank of America January 2008 - July 2012
Skills
MS Project, Project Management, Matlab, Statistics, Data Analysis, Simulations, AutoCAD, Systems Engineering, Six Sigma, Minitab
Education
Morgan State University 2008 — 2012
Bachelor of Science (BSc), Industrial and Systems Engineering
Oshane Davis Oshane Davis's Morgan Stanley Investment Management Experience June 2012 - January 2013
Job Morgan Stanley Sales and Trading Intern
Industry Financial Services
Experience
Morgan Stanley Investment Management June 2012 - January 2013
Inbound Real Estate January 2011 - January 2012
TIAA-CREF June 2010 - August 2010
Skills
Bloomberg, Fixed Income, Real Estate, Trading, Sales
Education
Northeastern University 2010 — 2015
Northeastern University 2010 — 2014
Bachelor's Degree, Finance and Financial Management Services, Senior
Morgan Stanley Investment Management June 2012 - January 2013
Inbound Real Estate January 2011 - January 2012
TIAA-CREF June 2010 - August 2010
Skills
Bloomberg, Fixed Income, Real Estate, Trading, Sales
Education
Northeastern University 2010 — 2015
Northeastern University 2010 — 2014
Bachelor's Degree, Finance and Financial Management Services, Senior
Julius Fabros Julius Fabros's Morgan Stanley Investment Management Experience January 2006 - November 2009
Job Head of Reference Data Quality for Index, Portfolio & Risk Solutions
Industry Financial Services
Experience
Barclays Investment Bank August 2012 - Present
Citi September 2011 - August 2012
Barclays Capital November 2009 - September 2011
Morgan Stanley Investment Management January 2006 - November 2009
BISYS July 2004 - January 2006
Skills
Risk Management, Fixed Income, Equities, Capital Markets, Financial Analysis, Market Data, Reference Data, Derivatives, Bloomberg, Microsoft Excel, Portfolio Management, Financial Modeling, Process Improvement, Business Analysis, Financial Services, Asset Managment, Investment Banking, SDLC, SharePoint, Asset Management
Education
New Jersey Institute of Technology - School of Management
BS, Management
Barclays Investment Bank August 2012 - Present
Citi September 2011 - August 2012
Barclays Capital November 2009 - September 2011
Morgan Stanley Investment Management January 2006 - November 2009
BISYS July 2004 - January 2006
Skills
Risk Management, Fixed Income, Equities, Capital Markets, Financial Analysis, Market Data, Reference Data, Derivatives, Bloomberg, Microsoft Excel, Portfolio Management, Financial Modeling, Process Improvement, Business Analysis, Financial Services, Asset Managment, Investment Banking, SDLC, SharePoint, Asset Management
Education
New Jersey Institute of Technology - School of Management
BS, Management
Bob Abreu Bob Abreu's Morgan Stanley Investment Management Experience March 1998 - August 2008
Job Regional Sales Director Investment Consultant at Arrow Investment Advisors
Industry Financial Services
Experience
Arrow Investment Advisors March 2014 - Present
DirexionFunds December 2011 - December 2013
MetLife Financial Services November 2009 - December 2011
Morgan Stanley Investment Management March 1998 - August 2008
Paine Webber Group July 1996 - January 1998
Merrill Lynch April 1983 - July 1996
Skills
Sales, Consulting, Series 7, Alternative Investments, Wealth Management, Series 63, Asset Allocation, Investments, Asset Managment, Equities, ETFs, Portfolio Management, Hedge Funds, Financial Services, Separately Managed..., Structured Products, Financial Advisory, Strategic Financial..., Fund Of Funds, Private Equity, Equity Research, Retirement Planning, Business Development, Start-ups, Retirement, Investment Strategies, Asset Management, Investment Management, Investment Advisory, Series 65, Finance, Securities, FINRA, Fixed Income, Series 24, Series 6, Fixed Annuities, 401k, Uniform Combined State..., Wealth, Relationship Management, Wealth Management..., Capital Markets, Options, Bonds, Bloomberg, Life Insurance, Trading, Equity Trading, High Net Worth...
Education
Pace University - Lubin School of Business
BBA Marketing, Marketing, Economics
Arrow Investment Advisors March 2014 - Present
DirexionFunds December 2011 - December 2013
MetLife Financial Services November 2009 - December 2011
Morgan Stanley Investment Management March 1998 - August 2008
Paine Webber Group July 1996 - January 1998
Merrill Lynch April 1983 - July 1996
Skills
Sales, Consulting, Series 7, Alternative Investments, Wealth Management, Series 63, Asset Allocation, Investments, Asset Managment, Equities, ETFs, Portfolio Management, Hedge Funds, Financial Services, Separately Managed..., Structured Products, Financial Advisory, Strategic Financial..., Fund Of Funds, Private Equity, Equity Research, Retirement Planning, Business Development, Start-ups, Retirement, Investment Strategies, Asset Management, Investment Management, Investment Advisory, Series 65, Finance, Securities, FINRA, Fixed Income, Series 24, Series 6, Fixed Annuities, 401k, Uniform Combined State..., Wealth, Relationship Management, Wealth Management..., Capital Markets, Options, Bonds, Bloomberg, Life Insurance, Trading, Equity Trading, High Net Worth...
Education
Pace University - Lubin School of Business
BBA Marketing, Marketing, Economics
Christina Ebert Christina Ebert's Morgan Stanley Investment Management Experience April 2011 - August 2013
Job Consultant at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP August 2013 - Present
Morgan Stanley Investment Management April 2011 - August 2013
Time Warner Inc. June 2008 - August 2011
Paul Hastings March 2006 - March 2008
Mckee Nelson 2004 - 2005
Skills
Hedge Funds, Bloomberg, Alternative Investments, Private Equity, Mutual Funds, Capital Markets, Asset Management, Fixed Income, Emerging Markets, Financial Services, Equities, Family Office, Risk Management, Investment Management, Fund Of Funds, Capital, Securities, Asset Allocation, Investments
Education
Muhlenberg College 1996 — 2000
BA, Psychology
Bloomberg LP August 2013 - Present
Morgan Stanley Investment Management April 2011 - August 2013
Time Warner Inc. June 2008 - August 2011
Paul Hastings March 2006 - March 2008
Mckee Nelson 2004 - 2005
Skills
Hedge Funds, Bloomberg, Alternative Investments, Private Equity, Mutual Funds, Capital Markets, Asset Management, Fixed Income, Emerging Markets, Financial Services, Equities, Family Office, Risk Management, Investment Management, Fund Of Funds, Capital, Securities, Asset Allocation, Investments
Education
Muhlenberg College 1996 — 2000
BA, Psychology
Melvin Dove's Morgan Stanley Investment Management Experience March 2003 - September 2005
Job Operations Associate at Tamarac Inc.
Industry Computer Software
Experience
Tamarac Inc. August 2014 - Present
Southeast Raleigh Magnet High School October 2012 - June 2014
Invest Financial March 2008 - June 2012
22nd Street Redevelopment May 2007 - March 2008
Sixth Judicial Circuit Court August 2006 - May 2007
Bank of America September 2005 - August 2006
Morgan Stanley Investment Management March 2003 - September 2005
American Express Financial Advisors September 2003 - March 2004
Franklin Templeton Investments October 2000 - September 2003
Skills
Employee Training, Finance, Customer Service, Analysis, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Mutual Funds, Public Speaking, Research, Team Building, Training, Policy
Education
Stetson University College of Law 2006 — 2010
Juris Doctor, Law
North Carolina Agricultural and Technical State University 1996 — 2000
Bachelors, Animal Science
Tamarac Inc. August 2014 - Present
Southeast Raleigh Magnet High School October 2012 - June 2014
Invest Financial March 2008 - June 2012
22nd Street Redevelopment May 2007 - March 2008
Sixth Judicial Circuit Court August 2006 - May 2007
Bank of America September 2005 - August 2006
Morgan Stanley Investment Management March 2003 - September 2005
American Express Financial Advisors September 2003 - March 2004
Franklin Templeton Investments October 2000 - September 2003
Skills
Employee Training, Finance, Customer Service, Analysis, Investments, Leadership, Management, Microsoft Excel, Microsoft Office, Mutual Funds, Public Speaking, Research, Team Building, Training, Policy
Education
Stetson University College of Law 2006 — 2010
Juris Doctor, Law
North Carolina Agricultural and Technical State University 1996 — 2000
Bachelors, Animal Science
Ken Michlitsch Ken Michlitsch's Morgan Stanley Investment Management Experience 2011 - Present
Job Vice President, Morgan Stanley Alternative Investment Partners (AIP)
Industry Financial Services
Experience
Morgan Stanley Investment Management 2011 - Present
KJM Consulting 2003 - 2011
SealedSecond, Inc. 2009 - 2010
Lumen Advisors 2006 - 2009
JOMED Inc. 2001 - 2003
JOMED AG (Switzerland) 2000 - 2001
Fish & Neave 1999 - 2000
Lawrence Livermore National Laboratory 1996 - 1998
Skills
Emerging Markets, Due Diligence, Valuation, Hedge Funds, Consulting, Medical Devices, Finance, Intellectual Property, Engineering, International Management, German, Institutional Investors, Medtech, Venture Capital
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA with Honors
University of Pennsylvania - The Wharton School 2004 — 2006
MBA with Honors
Massachusetts Institute of Technology 1998 — 1999
SM
Massachusetts Institute of Technology 1994 — 1998
SB
Morgan Stanley Investment Management 2011 - Present
KJM Consulting 2003 - 2011
SealedSecond, Inc. 2009 - 2010
Lumen Advisors 2006 - 2009
JOMED Inc. 2001 - 2003
JOMED AG (Switzerland) 2000 - 2001
Fish & Neave 1999 - 2000
Lawrence Livermore National Laboratory 1996 - 1998
Skills
Emerging Markets, Due Diligence, Valuation, Hedge Funds, Consulting, Medical Devices, Finance, Intellectual Property, Engineering, International Management, German, Institutional Investors, Medtech, Venture Capital
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA with Honors
University of Pennsylvania - The Wharton School 2004 — 2006
MBA with Honors
Massachusetts Institute of Technology 1998 — 1999
SM
Massachusetts Institute of Technology 1994 — 1998
SB
Lorraine Maruffi Lorraine Maruffi's Morgan Stanley Investment Management Experience November 1993 - November 2006
Job Documentation Specialist and Hedge Fund/Investment Management Professional
Industry Financial Services
Experience
Barclays August 2011 - Present
FrontPoint Partners, L.P. January 2007 - July 2011
Morgan Stanley Investment Management November 1993 - November 2006
Morgan Stanley Trust Company January 1991 - December 1993
Morgan Stanley November 1982 - December 1991
Skills
Equities, Prime Brokerage, Hedge Funds, Asset Managment, Derivatives
Education
New York University
B.A.
Barclays August 2011 - Present
FrontPoint Partners, L.P. January 2007 - July 2011
Morgan Stanley Investment Management November 1993 - November 2006
Morgan Stanley Trust Company January 1991 - December 1993
Morgan Stanley November 1982 - December 1991
Skills
Equities, Prime Brokerage, Hedge Funds, Asset Managment, Derivatives
Education
New York University
B.A.
Catherine Maniscalco Avery Catherine Maniscalco Avery's Morgan Stanley Investment Management Experience 1995 - 2004
Job
Industry Financial Services
Experience
CAIM LLC August 2007 - Present
Morgan Stanley Investment Management 1995 - 2004
Skills
Alternative Investments, Investments, Asset Managment, Change Management, Series 7, Management, Estate Planning, Asset Management, Investor Relations, Mergers & Acquisitions, Series 63, Equities, Finance, Wealth Management, Private Equity, Financial Advisory, Securities, Portfolio Management, Asset Allocation, Fixed Income, Hedge Funds, Strategic Financial..., Mutual Funds, Retirement Planning, Investment Strategies, Investment Advisory, Investment Management, Employee Benefits
Education
New York University 1981 — 1985
Massapequa HS
CAIM LLC August 2007 - Present
Morgan Stanley Investment Management 1995 - 2004
Skills
Alternative Investments, Investments, Asset Managment, Change Management, Series 7, Management, Estate Planning, Asset Management, Investor Relations, Mergers & Acquisitions, Series 63, Equities, Finance, Wealth Management, Private Equity, Financial Advisory, Securities, Portfolio Management, Asset Allocation, Fixed Income, Hedge Funds, Strategic Financial..., Mutual Funds, Retirement Planning, Investment Strategies, Investment Advisory, Investment Management, Employee Benefits
Education
New York University 1981 — 1985
Massapequa HS
Joseph Wiedmayer's Morgan Stanley Investment Management Experience January 1999 - March 1999
Job Technical Business Analyst at Delaware Investments (subsidiary of the Macquarie Group)
Industry Investment Management
Experience
Delaware Investments, a member of the Macquarie Group May 2010 - Present
PhillyHelpDesk.com May 2006 - May 2010
Evergreen Investments August 2003 - August 2009
Deutsche Bank 2001 - 2003
SEI Investments June 2000 - August 2001
Prudential Securities March 2000 - June 2000
Morgan Stanley Investment Management January 1999 - March 1999
Lehigh Valley Futures September 1998 - December 1998
Pine Valley Golf Club March 1995 - September 1998
Skills
Fixed Income, Cash Management, Investments, Asset Allocation, Asset Management, Financial Markets, Portfolio Management, Business Analysis, Mutual Funds, Bloomberg, Bonds, Equities, Finance, Financial Services, Analysis, Securities, Strategy, Financial Analysis
Education
Moravian College 1996 — 2000
BA, Economics
Bishop Eustace Preparatory School 1992 — 1996
St. Rose of Lima 1983 — 1992
Delaware Investments, a member of the Macquarie Group May 2010 - Present
PhillyHelpDesk.com May 2006 - May 2010
Evergreen Investments August 2003 - August 2009
Deutsche Bank 2001 - 2003
SEI Investments June 2000 - August 2001
Prudential Securities March 2000 - June 2000
Morgan Stanley Investment Management January 1999 - March 1999
Lehigh Valley Futures September 1998 - December 1998
Pine Valley Golf Club March 1995 - September 1998
Skills
Fixed Income, Cash Management, Investments, Asset Allocation, Asset Management, Financial Markets, Portfolio Management, Business Analysis, Mutual Funds, Bloomberg, Bonds, Equities, Finance, Financial Services, Analysis, Securities, Strategy, Financial Analysis
Education
Moravian College 1996 — 2000
BA, Economics
Bishop Eustace Preparatory School 1992 — 1996
St. Rose of Lima 1983 — 1992
Brian Towsen Brian Towsen's Morgan Stanley Investment Management Experience October 1996 - Present
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management October 1996 - Present
The Vanguard Group November 1995 - October 1996
Skills
Private Equity, Financial Services, Investments, Hedge Funds, Alternative Investments, Business Development, Fund Of Funds, Investor Relations, Portfolio Management, Relationship Management, Asset Management
Education
Villanova University 1997 — 2000
MBA, Finance
Muhlenberg College 1991 — 1995
BS, Biology/Business Administration
Rutgers Preparatory School 1987 — 1991
Morgan Stanley Investment Management October 1996 - Present
The Vanguard Group November 1995 - October 1996
Skills
Private Equity, Financial Services, Investments, Hedge Funds, Alternative Investments, Business Development, Fund Of Funds, Investor Relations, Portfolio Management, Relationship Management, Asset Management
Education
Villanova University 1997 — 2000
MBA, Finance
Muhlenberg College 1991 — 1995
BS, Biology/Business Administration
Rutgers Preparatory School 1987 — 1991
David Meyer David Meyer's Morgan Stanley Investment Management Experience December 1998 - March 2004
Job
Industry Investment Management
Experience
Contour Asset Management LLC October 2010 - Present
Brummer & Partners April 2004 - October 2010
Morgan Stanley Investment Management December 1998 - March 2004
Skills
Hedge Funds, Portfolio Management, Equities, Financial Modeling, Valuation, Investments, Asset Management, Alternative Investments, Capital Markets, Private Equity, Strategy, Equity Research, Investment Banking
Education
Northwestern University 1994 — 1998
BA, Economics
Northwestern University 1994 — 1998
BA, Economics
Contour Asset Management LLC October 2010 - Present
Brummer & Partners April 2004 - October 2010
Morgan Stanley Investment Management December 1998 - March 2004
Skills
Hedge Funds, Portfolio Management, Equities, Financial Modeling, Valuation, Investments, Asset Management, Alternative Investments, Capital Markets, Private Equity, Strategy, Equity Research, Investment Banking
Education
Northwestern University 1994 — 1998
BA, Economics
Northwestern University 1994 — 1998
BA, Economics
Phil Friedman Phil Friedman's Morgan Stanley Investment Management Experience 1997 - 2002
Job Senior Advisor (Head of Aerospace and Defense Advisory)
Industry Financial Services
Experience
Permanens Capital September 2013 - Present
Perella Weinberg Partners February 2013 - Present
Perella Weinberg Partners January 2010 - February 2013
Perella Weinberg Partners January 2008 - December 2009
Perella Weinberg Partners July 2006 - December 2007
BKF Capital Management (previously known as John Levin &Co) 2002 - 2006
Morgan Stanley Investment Management 1997 - 2002
Morgan Stanley 1995 - 1997
Morgan Stanley 1990 - 1995
Paine Webber 1990 - 1990
Skills
Hedge Funds, Equities, Equity Research, Asset Managment, Mergers, Mutual Funds, Risk Management, Buy-side, Sell Side, Business Development, Valuation, Alternative Investments, Private Equity, Financial Modeling, Capital Markets, Bloomberg, Financial Analysis, Investments, Securities, Corporate Finance, Corporate Development, Due Diligence, Asset Allocation, Equity Valuation, Trading, Options, Investment Banking, Asset Management, Portfolio Management, Commodity, Venture Capital, Investment Strategies, Trading Systems, Mergers & Acquisitions, Derivatives, Fund Of Funds, IPO, M&A experience, Emerging Markets, LBO, Bloomberg Terminal, Financial Structuring, Funding, Fixed Income, Investor Relations, Equity Derivatives, Financial Advisory, Leveraged Finance, Structured Finance, Financial Services
Education
Northwestern University - Kellogg School of Management 1978 — 1980
MBA, Finance and Health and Hospital Administration
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1978
BA, Economics
Permanens Capital September 2013 - Present
Perella Weinberg Partners February 2013 - Present
Perella Weinberg Partners January 2010 - February 2013
Perella Weinberg Partners January 2008 - December 2009
Perella Weinberg Partners July 2006 - December 2007
BKF Capital Management (previously known as John Levin &Co) 2002 - 2006
Morgan Stanley Investment Management 1997 - 2002
Morgan Stanley 1995 - 1997
Morgan Stanley 1990 - 1995
Paine Webber 1990 - 1990
Skills
Hedge Funds, Equities, Equity Research, Asset Managment, Mergers, Mutual Funds, Risk Management, Buy-side, Sell Side, Business Development, Valuation, Alternative Investments, Private Equity, Financial Modeling, Capital Markets, Bloomberg, Financial Analysis, Investments, Securities, Corporate Finance, Corporate Development, Due Diligence, Asset Allocation, Equity Valuation, Trading, Options, Investment Banking, Asset Management, Portfolio Management, Commodity, Venture Capital, Investment Strategies, Trading Systems, Mergers & Acquisitions, Derivatives, Fund Of Funds, IPO, M&A experience, Emerging Markets, LBO, Bloomberg Terminal, Financial Structuring, Funding, Fixed Income, Investor Relations, Equity Derivatives, Financial Advisory, Leveraged Finance, Structured Finance, Financial Services
Education
Northwestern University - Kellogg School of Management 1978 — 1980
MBA, Finance and Health and Hospital Administration
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1978
BA, Economics
Carla Vogel Carla Vogel's Morgan Stanley Investment Management Experience 2006 - 2010
Job Chief Compliance Officer at EIG Global Energy Partners
Industry Investment Management
Experience
EIG Global Energy Partners 2010 - Present
Morgan Stanley Investment Management 2006 - 2010
Clifford Chance LLP 2004 - 2006
Mayer Brown 2003 - 2004
Dechert LLP 2001 - 2003
Battle Fowler LLP 1992 - 2000
Education
Bronx High School of Science
H.S.
Pace University School of Law
JD
State University of New York at Albany
BA
EIG Global Energy Partners 2010 - Present
Morgan Stanley Investment Management 2006 - 2010
Clifford Chance LLP 2004 - 2006
Mayer Brown 2003 - 2004
Dechert LLP 2001 - 2003
Battle Fowler LLP 1992 - 2000
Education
Bronx High School of Science
H.S.
Pace University School of Law
JD
State University of New York at Albany
BA
Jean Dang Jean Dang's Morgan Stanley Investment Management Experience August 2010 - December 2010
Job MBA Candidate, Class of 2017 at Simon Business School, University of Rochester
Industry Banking
Experience
DC Frontiers May 2015 - July 2015
Goldman Sachs February 2014 - October 2014
Goldman Sachs June 2011 - February 2014
Morgan Stanley Investment Management August 2010 - December 2010
OCBC Bank May 2010 - July 2010
Polycore Optical May 2009 - July 2009
Commscope Solutions Pte Ltd May 2008 - July 2008
Skills
Financial Markets, Microsoft Office, Data Analysis, Investments, Microsoft Excel, Risk Management, Portfolio Management, Project Management, Bloomberg, Corporate Finance, Analysis
Education
University of Rochester - Simon Business School 2015 — 2017
Master of Business Administration (MBA), Finance, General
National University of Singapore 2007 — 2011
Bachelor of Business Administration, Finance
DC Frontiers May 2015 - July 2015
Goldman Sachs February 2014 - October 2014
Goldman Sachs June 2011 - February 2014
Morgan Stanley Investment Management August 2010 - December 2010
OCBC Bank May 2010 - July 2010
Polycore Optical May 2009 - July 2009
Commscope Solutions Pte Ltd May 2008 - July 2008
Skills
Financial Markets, Microsoft Office, Data Analysis, Investments, Microsoft Excel, Risk Management, Portfolio Management, Project Management, Bloomberg, Corporate Finance, Analysis
Education
University of Rochester - Simon Business School 2015 — 2017
Master of Business Administration (MBA), Finance, General
National University of Singapore 2007 — 2011
Bachelor of Business Administration, Finance
Nicole Vernese Nicole Vernese's Morgan Stanley Investment Management Experience January 2015 - August 2015
Job Portfolio Manager at WCCG
Industry Real Estate
Experience
World Class Capital Group September 2015 - Present
Morgan Stanley Investment Management January 2015 - August 2015
Morgan Stanley July 2012 - January 2015
Morgan Stanley September 2010 - June 2012
Morgan Stanley March 2008 - August 2010
Skills
Financial Modeling, Asset Management, Private Equity, Real Estate, Cash Flow Forecasting, Financial Analysis, Valuation
Education
New York University 2012 — 2014
Masters of Science, Real Estate, Finance & Investing
Penn State University 2003 — 2007
BS, Finance, International Business
World Class Capital Group September 2015 - Present
Morgan Stanley Investment Management January 2015 - August 2015
Morgan Stanley July 2012 - January 2015
Morgan Stanley September 2010 - June 2012
Morgan Stanley March 2008 - August 2010
Skills
Financial Modeling, Asset Management, Private Equity, Real Estate, Cash Flow Forecasting, Financial Analysis, Valuation
Education
New York University 2012 — 2014
Masters of Science, Real Estate, Finance & Investing
Penn State University 2003 — 2007
BS, Finance, International Business
LaVar McCravey's Morgan Stanley Investment Management Experience June 2007 - November 2009
Job
Industry Financial Services
Experience
BGC Partners October 2013 - Present
Barclays Investment Bank August 2012 - August 2013
State Street Bank November 2009 - August 2012
Morgan Stanley Investment Management June 2007 - November 2009
Citigroup September 2005 - June 2007
Citigroup June 2003 - September 2005
Citigroup October 2002 - June 2003
Citigroup July 2002 - October 2002
Skills
Equities, Bloomberg, Fixed Income, Portfolio Management, Trading Systems, Settlement, Microsoft Office, Leadership, Securities, Analysis, Customer Service, Asset Management, Research, Derivatives, Financial Services, Data Conversion, Balance, Euroclear, Outlook Express, Wiring, Asset Managment, Citrix XenApp, VCSC, eSupport Console, Rates Matched, BGC Broker, GMO, Infoview, JIRA, Putty, Sale Force, EIS, GFI
Education
Stony Brook University 1997 — 2001
Bachelor of Arts
Norfolk State University 1996 — 1997
BGC Partners October 2013 - Present
Barclays Investment Bank August 2012 - August 2013
State Street Bank November 2009 - August 2012
Morgan Stanley Investment Management June 2007 - November 2009
Citigroup September 2005 - June 2007
Citigroup June 2003 - September 2005
Citigroup October 2002 - June 2003
Citigroup July 2002 - October 2002
Skills
Equities, Bloomberg, Fixed Income, Portfolio Management, Trading Systems, Settlement, Microsoft Office, Leadership, Securities, Analysis, Customer Service, Asset Management, Research, Derivatives, Financial Services, Data Conversion, Balance, Euroclear, Outlook Express, Wiring, Asset Managment, Citrix XenApp, VCSC, eSupport Console, Rates Matched, BGC Broker, GMO, Infoview, JIRA, Putty, Sale Force, EIS, GFI
Education
Stony Brook University 1997 — 2001
Bachelor of Arts
Norfolk State University 1996 — 1997
Edward Otto Zielke's Morgan Stanley Investment Management Experience April 2006 - February 2010
Job Boutique Resort Manager. Business Marketing Design. Social Media Expert.
Industry Hospitality
Experience
North Beach Village August 2014 - Present
Grand Palm Plaza July 2012 - Present
Veritas Media Ventures November 2011 - May 2012
ManpowerGroup July 2010 - June 2011
Morgan Stanley Investment Management April 2006 - February 2010
JPMorgan Private Bank July 1999 - April 2006
Suncoast Motion Picture Company April 1994 - October 1998
Education
Noble Desktop 2002 — 2003
Certification
New Jersey City University 1988 — 1993
B.A.
Livingston High School 1984 — 1988
General Studies
North Beach Village August 2014 - Present
Grand Palm Plaza July 2012 - Present
Veritas Media Ventures November 2011 - May 2012
ManpowerGroup July 2010 - June 2011
Morgan Stanley Investment Management April 2006 - February 2010
JPMorgan Private Bank July 1999 - April 2006
Suncoast Motion Picture Company April 1994 - October 1998
Education
Noble Desktop 2002 — 2003
Certification
New Jersey City University 1988 — 1993
B.A.
Livingston High School 1984 — 1988
General Studies
Natalie Romanenko Natalie Romanenko's Morgan Stanley Investment Management Experience April 1997 - January 2012
Job Client Service Executive at Newton Capital Management
Industry Investment Management
Experience
Newton Capital Management May 2012 - Present
Morgan Stanley Investment Management April 1997 - January 2012
Morgan Stanley Investment Management April 1997 - November 2001
BNY Mellon June 1995 - April 1997
BERNER & BERNER, P.C. June 1993 - June 1995
Skills
Alternative Investments, Fixed Income, Hedge Funds, Mutual Funds, Due Diligence, Equities, Asset Managment, Portfolio Management, Derivatives, Securities, Fund Administration, Investments, Bloomberg, Trading, Valuation, Capital Markets, Middle Office, Emerging Markets, Financial Markets, Back Office
Education
Pace University 1992 — 1995
BBA, Lubin School of Business, Financial Accounting
College of Commerce, St. Petersburg, Russia
BBA, Economics
Newton Capital Management May 2012 - Present
Morgan Stanley Investment Management April 1997 - January 2012
Morgan Stanley Investment Management April 1997 - November 2001
BNY Mellon June 1995 - April 1997
BERNER & BERNER, P.C. June 1993 - June 1995
Skills
Alternative Investments, Fixed Income, Hedge Funds, Mutual Funds, Due Diligence, Equities, Asset Managment, Portfolio Management, Derivatives, Securities, Fund Administration, Investments, Bloomberg, Trading, Valuation, Capital Markets, Middle Office, Emerging Markets, Financial Markets, Back Office
Education
Pace University 1992 — 1995
BBA, Lubin School of Business, Financial Accounting
College of Commerce, St. Petersburg, Russia
BBA, Economics
Rohan Sivaram's Morgan Stanley Investment Management Experience June 2008 - August 2008
Job Senior Director, Finance at Palo Alto Networks
Industry Computer Software
Experience
Palo Alto Networks October 2014 - Present
McKesson Corporation May 2014 - October 2014
Symantec July 2013 - May 2014
Symantec August 2012 - August 2013
Symantec August 2011 - August 2012
Symantec August 2009 - August 2011
Morgan Stanley Investment Management June 2008 - August 2008
HSBC Securities September 2006 - July 2007
Morgan Stanley Investment Management January 2004 - August 2006
Skills
Valuation, Forecasting, Pricing, Leadership, Mergers, Financial Modeling, Corporate Finance, Equities, Financial Analysis, Due Diligence, Strategy, Finance, Strategic Planning, Investor Relations, Business Analysis, Mergers & Acquisitions, Cross-functional Team..., Business Strategy, Portfolio Management, Product Management, Analysis, Business Planning, Management
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Analytical Finance
St James School
St. Xavier's College
B.Com, Business
Palo Alto Networks October 2014 - Present
McKesson Corporation May 2014 - October 2014
Symantec July 2013 - May 2014
Symantec August 2012 - August 2013
Symantec August 2011 - August 2012
Symantec August 2009 - August 2011
Morgan Stanley Investment Management June 2008 - August 2008
HSBC Securities September 2006 - July 2007
Morgan Stanley Investment Management January 2004 - August 2006
Skills
Valuation, Forecasting, Pricing, Leadership, Mergers, Financial Modeling, Corporate Finance, Equities, Financial Analysis, Due Diligence, Strategy, Finance, Strategic Planning, Investor Relations, Business Analysis, Mergers & Acquisitions, Cross-functional Team..., Business Strategy, Portfolio Management, Product Management, Analysis, Business Planning, Management
Education
Northwestern University - Kellogg School of Management 2007 — 2009
MBA, Analytical Finance
St James School
St. Xavier's College
B.Com, Business
April Valot's Morgan Stanley Investment Management Experience April 2013 - November 2013
Job Executive Assistant at Crestview Partners, LLC
Industry Financial Services
Experience
Crestview Partners, LLC March 2014 - Present
Crescent Capital Group November 2013 - January 2014
Morgan Stanley Investment Management April 2013 - November 2013
Medical Doctors of Anesthesiology November 2009 - March 2013
Crozier Fine Arts July 2008 - September 2009
Modell's Sporting Goods January 2008 - July 2008
CVS Caremark Corporation July 2007 - November 2007
Enterprise Rent-A-Car April 2004 - July 2007
Skills
Human Resources, Employee Relations, Recruiting, Performance Management, Onboarding, Management, Sourcing, Talent Acquisition, Personnel Management, HR Policies, Employee Benefits, Coaching, Marketing, Outlook, Interviews, HRIS, Hiring, PeopleSoft, Vendor Management, FMLA, Office Management, College Recruiting, Account Management, Employee Training, Applicant Tracking..., Payroll, Deferred Compensation, Organization, Employee Engagement, New Hire Orientations, Tracking Budget Expenses, Travel Arrangements, Itineraries, Executive..., Digital Photography, Event Photography, Photojournalism, Commercial Photography, Customer Service
Education
SUNY College at Old Westbury 2002 — 2004
BA, Business Management
Nassau Community College 2000 — 2002
Associate of Arts and Sciences (AAS), Fashion Merchandising and Buying
Crestview Partners, LLC March 2014 - Present
Crescent Capital Group November 2013 - January 2014
Morgan Stanley Investment Management April 2013 - November 2013
Medical Doctors of Anesthesiology November 2009 - March 2013
Crozier Fine Arts July 2008 - September 2009
Modell's Sporting Goods January 2008 - July 2008
CVS Caremark Corporation July 2007 - November 2007
Enterprise Rent-A-Car April 2004 - July 2007
Skills
Human Resources, Employee Relations, Recruiting, Performance Management, Onboarding, Management, Sourcing, Talent Acquisition, Personnel Management, HR Policies, Employee Benefits, Coaching, Marketing, Outlook, Interviews, HRIS, Hiring, PeopleSoft, Vendor Management, FMLA, Office Management, College Recruiting, Account Management, Employee Training, Applicant Tracking..., Payroll, Deferred Compensation, Organization, Employee Engagement, New Hire Orientations, Tracking Budget Expenses, Travel Arrangements, Itineraries, Executive..., Digital Photography, Event Photography, Photojournalism, Commercial Photography, Customer Service
Education
SUNY College at Old Westbury 2002 — 2004
BA, Business Management
Nassau Community College 2000 — 2002
Associate of Arts and Sciences (AAS), Fashion Merchandising and Buying
Joseph Modero CRPC® Joseph Modero CRPC®'s Morgan Stanley Investment Management Experience June 2007 - March 2012
Job Wealth Management Professional
Industry Financial Services
Experience
UBS Financial Services Inc. March 2012 - Present
Morgan Stanley Investment Management June 2007 - March 2012
RBC Wealth Management April 2005 - June 2007
Education
Montclair State University 1978 — 1982
Bachelor of Science (B.S.)
UBS Financial Services Inc. March 2012 - Present
Morgan Stanley Investment Management June 2007 - March 2012
RBC Wealth Management April 2005 - June 2007
Education
Montclair State University 1978 — 1982
Bachelor of Science (B.S.)
Keka Mandal's Morgan Stanley Investment Management Experience May 2006 - December 2006
Job Product Management | Business Analysis | Strategy
Industry Computer Software
Experience
Adobe Business Systems AnalystXilinxOctober 2010 - August 2012
Hewlett-Packard Company January 2007 - October 2010
Morgan Stanley Investment Management May 2006 - December 2006
Skills
Digital Marketing, Marketing Strategy, Business Strategy, SaaS, Business Intelligence, CRM, Marketing Automation, Software Project..., Management, Requirements Analysis, Cross-functional Team..., Analytic Reporting, Business Analysis, Enterprise Software, Software Development, SDLC, Cloud Computing, IT Strategy, Pre-sales, Integration, Requirements Gathering, Agile Methodologies, Analytics, Solution Architecture, PMP, Oracle CRM, UAT coordination, Consulting, Agile Project Management, SOA, JAD, Product Management, Enterprise Architecture, OBIEE, Data Warehousing
Education
University of California, Berkeley, Haas School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
Netaji Subhas Institute of Technology
Bachelors of Engineering
Villanova University
Master of Science
Adobe Business Systems AnalystXilinxOctober 2010 - August 2012
Hewlett-Packard Company January 2007 - October 2010
Morgan Stanley Investment Management May 2006 - December 2006
Skills
Digital Marketing, Marketing Strategy, Business Strategy, SaaS, Business Intelligence, CRM, Marketing Automation, Software Project..., Management, Requirements Analysis, Cross-functional Team..., Analytic Reporting, Business Analysis, Enterprise Software, Software Development, SDLC, Cloud Computing, IT Strategy, Pre-sales, Integration, Requirements Gathering, Agile Methodologies, Analytics, Solution Architecture, PMP, Oracle CRM, UAT coordination, Consulting, Agile Project Management, SOA, JAD, Product Management, Enterprise Architecture, OBIEE, Data Warehousing
Education
University of California, Berkeley, Haas School of Business 2012 — 2015
Master of Business Administration (M.B.A.)
Netaji Subhas Institute of Technology
Bachelors of Engineering
Villanova University
Master of Science
Faith Deutsch Faith Deutsch's Morgan Stanley Investment Management Experience December 2008 - September 2014
Job Director, U.S. Head of Brand & Creative Director at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors September 2014 - Present
Morgan Stanley Investment Management December 2008 - September 2014
Morgan Stanley Investment Management August 2004 - November 2008
Alliance Capital January 1991 - July 2004
Skills
Asset Managment, Marketing, Leadership, Asset Management, Integrated Marketing, New Business Development, Corporate Communications, Creative Direction, Graphic Design, Strategic Planning, Adobe Creative Suite, Concept Development, Contract Negotiation, Negotiation, Budgets, Marketing Strategy, Copywriting, Marketing Communications, Editing, Content Management, Brand Development, Advertising, Brand Management, Corporate Branding, Direct Marketing, Branding & Identity, Digital Marketing, Email Marketing, Online Marketing, Strategy
Education
Parsons School of Design 1988 — 1990
Graphic Design
Union College 1982 — 1986
BA, Economics & Art
Allianz Global Investors September 2014 - Present
Morgan Stanley Investment Management December 2008 - September 2014
Morgan Stanley Investment Management August 2004 - November 2008
Alliance Capital January 1991 - July 2004
Skills
Asset Managment, Marketing, Leadership, Asset Management, Integrated Marketing, New Business Development, Corporate Communications, Creative Direction, Graphic Design, Strategic Planning, Adobe Creative Suite, Concept Development, Contract Negotiation, Negotiation, Budgets, Marketing Strategy, Copywriting, Marketing Communications, Editing, Content Management, Brand Development, Advertising, Brand Management, Corporate Branding, Direct Marketing, Branding & Identity, Digital Marketing, Email Marketing, Online Marketing, Strategy
Education
Parsons School of Design 1988 — 1990
Graphic Design
Union College 1982 — 1986
BA, Economics & Art
Thomas Fant Thomas Fant's Morgan Stanley Investment Management Experience March 1993 - March 2008
Job Senior Portfolio Manager at BPV Capital Management Back Porch Vista
Industry Investment Management
Experience
BPV Capital Management - Back Porch Vista April 2015 - Present
Cain Brothers Asset Management October 2009 - Present
Morgan Stanley Investment Management March 1993 - March 2008
Education
Muhlenberg College 1988 — 1992
Bachelor of Arts (B.A.), Accounting
BPV Capital Management - Back Porch Vista April 2015 - Present
Cain Brothers Asset Management October 2009 - Present
Morgan Stanley Investment Management March 1993 - March 2008
Education
Muhlenberg College 1988 — 1992
Bachelor of Arts (B.A.), Accounting
Daniel Burke Daniel Burke's Morgan Stanley Investment Management Experience July 2005 - Present
Job Vice President Morgan Stanley Alternative Investments Business Development
Industry Investment Management
Experience
Morgan Stanley Alternative Investment Partners August 2009 - Present
Morgan Stanley Investment Management July 2005 - Present
The Vanguard Group April 2002 - July 2005
Skills
Hedge Funds, Investments, Equities, Mutual Funds, Portfolio Management, Finance, Alternative Investments, Private Equity, Asset Management, Fixed Income
Education
Muhlenberg College 1997 — 2002
BA, Double Major Economics and German Studies
Morgan Stanley Alternative Investment Partners August 2009 - Present
Morgan Stanley Investment Management July 2005 - Present
The Vanguard Group April 2002 - July 2005
Skills
Hedge Funds, Investments, Equities, Mutual Funds, Portfolio Management, Finance, Alternative Investments, Private Equity, Asset Management, Fixed Income
Education
Muhlenberg College 1997 — 2002
BA, Double Major Economics and German Studies
Noah Bernstein Noah Bernstein's Morgan Stanley Investment Management Experience December 2005 - June 2006
Job Program Officer at the New World Foundation
Industry Nonprofit Organization Management
Experience
The New World Foundation October 2011 - Present
Israel Ministry of Defense--Civil Administration 2009 - 2010
Jewish Community Center 2008 - 2009
Carmel Partners 2007 - 2008
Morgan Stanley Investment Management December 2005 - June 2006
Powell Spencer and Partners 2005 - 2006
Tampa Bay Lightning June 2004 - September 2004
Skills
Grants, Program Development, Fundraising, Nonprofits, Program Evaluation, Volunteer Management, Public Speaking, Grant Writing, Community Development, Policy Analysis, Community Organizing, Philanthropy, International Relations, Community Outreach, International..., NGOs, Public Policy, Non-profit..., Human Rights, Youth Development, Politics, Economic Development
Education
New York University 2010 — 2012
Master of Public Administration (MPA), Non-Profit/Public/Organizational Management
Wheaton College (MA) 2003 — 2007
Bachelor of Arts (B.A.), Religion/Religious Studies
The New World Foundation October 2011 - Present
Israel Ministry of Defense--Civil Administration 2009 - 2010
Jewish Community Center 2008 - 2009
Carmel Partners 2007 - 2008
Morgan Stanley Investment Management December 2005 - June 2006
Powell Spencer and Partners 2005 - 2006
Tampa Bay Lightning June 2004 - September 2004
Skills
Grants, Program Development, Fundraising, Nonprofits, Program Evaluation, Volunteer Management, Public Speaking, Grant Writing, Community Development, Policy Analysis, Community Organizing, Philanthropy, International Relations, Community Outreach, International..., NGOs, Public Policy, Non-profit..., Human Rights, Youth Development, Politics, Economic Development
Education
New York University 2010 — 2012
Master of Public Administration (MPA), Non-Profit/Public/Organizational Management
Wheaton College (MA) 2003 — 2007
Bachelor of Arts (B.A.), Religion/Religious Studies
Christopher Diodato, CMT's Morgan Stanley Investment Management Experience January 2014 - January 2015
Job Assistant Analyst at Legend Advisory Corporation
Industry Financial Services
Experience
Legend Advisory Corporation March 2015 - Present
Morgan Stanley Investment Management January 2014 - January 2015
TradersBase GP May 2011 - February 2014
Lowry Research Corporation January 2013 - December 2013
GNC October 2009 - December 2012
Skills
Portfolio Management, Technical Analysis, Investments, Investment Advisory, VBA, Financial Modeling, Microsoft Excel, Investment Management, Fundamental Analysis, Accounting, Supply Chain, Hedge Funds, Finance, Microsoft Office, Financial Analysis, Microsoft Word, Customer Service, Management, PowerPoint, Equities, Analysis
Education
Penn State University 2009 — 2012
Bachelor of Science (BS), Finance, 3.84
Legend Advisory Corporation March 2015 - Present
Morgan Stanley Investment Management January 2014 - January 2015
TradersBase GP May 2011 - February 2014
Lowry Research Corporation January 2013 - December 2013
GNC October 2009 - December 2012
Skills
Portfolio Management, Technical Analysis, Investments, Investment Advisory, VBA, Financial Modeling, Microsoft Excel, Investment Management, Fundamental Analysis, Accounting, Supply Chain, Hedge Funds, Finance, Microsoft Office, Financial Analysis, Microsoft Word, Customer Service, Management, PowerPoint, Equities, Analysis
Education
Penn State University 2009 — 2012
Bachelor of Science (BS), Finance, 3.84
Jack Wang Jack Wang's Morgan Stanley Investment Management Experience June 2006 - August 2006
Job MBA Candidate at Harvard Business School
Industry Financial Services
Experience
TripAdvisor May 2015 - Present
Great Hill Partners August 2011 - July 2014
SVP - Boston 2012 - 2014
Bank of America Merrill Lynch May 2009 - June 2011
Merrill Lynch October 2007 - August 2008
Cedarview Capital Management September 2006 - September 2007
Morgan Stanley Investment Management June 2006 - August 2006
Credit Suisse 2006 - 2006
Skills
Private Equity, Investment Banking, Equities, Investments, M&A experience, Growth Capital, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA), MBA Candidate - Class of 2016
New York University - Leonard N. Stern School of Business 2005 — 2009
B.S., Finance & Accounting
New York University 2005 — 2009
B.S., Finance & Accounting
TripAdvisor May 2015 - Present
Great Hill Partners August 2011 - July 2014
SVP - Boston 2012 - 2014
Bank of America Merrill Lynch May 2009 - June 2011
Merrill Lynch October 2007 - August 2008
Cedarview Capital Management September 2006 - September 2007
Morgan Stanley Investment Management June 2006 - August 2006
Credit Suisse 2006 - 2006
Skills
Private Equity, Investment Banking, Equities, Investments, M&A experience, Growth Capital, Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Due Diligence
Education
Harvard Business School 2014 — 2016
Master of Business Administration (MBA), MBA Candidate - Class of 2016
New York University - Leonard N. Stern School of Business 2005 — 2009
B.S., Finance & Accounting
New York University 2005 — 2009
B.S., Finance & Accounting
Katherine Lin Katherine Lin's Morgan Stanley Investment Management Experience 2014 - Present
Job Senior Associate, Global Sales & Distribution at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management 2014 - Present
ING Investment Management 2010 - 2012
Robeco Investment Management 2007 - 2010
Skills
Asset Managment, Social Media Marketing, Strategy, Asset Management, Digital Marketing, Marketing, Digital Strategy, Business Development, Investments, Marketing Communications, Competitive Analysis, Integrated Marketing, Market Analysis, Equities
Education
New York University 2012 — 2013
Digital Marketing, 4.0
New York University 2003 — 2007
BA, Marketing, Advertising
Morgan Stanley Investment Management 2014 - Present
ING Investment Management 2010 - 2012
Robeco Investment Management 2007 - 2010
Skills
Asset Managment, Social Media Marketing, Strategy, Asset Management, Digital Marketing, Marketing, Digital Strategy, Business Development, Investments, Marketing Communications, Competitive Analysis, Integrated Marketing, Market Analysis, Equities
Education
New York University 2012 — 2013
Digital Marketing, 4.0
New York University 2003 — 2007
BA, Marketing, Advertising
Alex Herbstman's Morgan Stanley Investment Management Experience May 2011 - July 2011
Job Communications Coordinator at Thermo Fisher Scientific
Industry Public Relations and Communications
Experience
Thermo Fisher Scientific July 2014 - Present
OnHand June 2013 - Present
Morgan Stanley Investment Management May 2011 - July 2011
Dental Associates May 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership
Education
Northeastern University 2011 — 2016
Entrepreneurship/Entrepreneurial Studies
Thermo Fisher Scientific July 2014 - Present
OnHand June 2013 - Present
Morgan Stanley Investment Management May 2011 - July 2011
Dental Associates May 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, English, Windows, Event Planning, Team Leadership
Education
Northeastern University 2011 — 2016
Entrepreneurship/Entrepreneurial Studies
SungKuen Angie Han SungKuen Angie Han's Morgan Stanley Investment Management Experience March 2002 - October 2005
Job Fund Accountant, Corp Accounting, Sr. Accountant
Industry Accounting
Experience
Capital Group May 2014 - Present
Edison Mission Energy May 2013 - May 2014
BNY Mellon January 2013 - February 2013
GMAC ResCap October 2008 - May 2011
Endowment Capital April 2005 - December 2007
Morgan Stanley Investment Management March 2002 - October 2005
Capital International June 1999 - December 2001
Skills
Microsoft Excel, SAP, Financial Analysis, Financial Reporting, Month End Close, SEC filings, Alternative Investments, Hedge Funds, Private Equity, Mutual Funds, Mortgage Servicing, Derivatives, Fund Accounting, Portfolio Management, Separate Accounts, Cost Accounting, Valuation, SEC Filings, Accounting
Education
Michigan State University
BS, Packaging Engeering
Michigan State University
Capital Group May 2014 - Present
Edison Mission Energy May 2013 - May 2014
BNY Mellon January 2013 - February 2013
GMAC ResCap October 2008 - May 2011
Endowment Capital April 2005 - December 2007
Morgan Stanley Investment Management March 2002 - October 2005
Capital International June 1999 - December 2001
Skills
Microsoft Excel, SAP, Financial Analysis, Financial Reporting, Month End Close, SEC filings, Alternative Investments, Hedge Funds, Private Equity, Mutual Funds, Mortgage Servicing, Derivatives, Fund Accounting, Portfolio Management, Separate Accounts, Cost Accounting, Valuation, SEC Filings, Accounting
Education
Michigan State University
BS, Packaging Engeering
Michigan State University
Lisa Barbacane Lisa Barbacane's Morgan Stanley Investment Management Experience February 2014 - Present
Job Fixed Income Portfolio Manager Support at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management February 2014 - Present
Morgan Stanley Investment Management March 2012 - February 2014
BNY Mellon November 2010 - February 2012
Nuveen Investments January 2007 - December 2009
Nuveen Investments January 1999 - December 2006
Education
Penn State University
Morgan Stanley Investment Management February 2014 - Present
Morgan Stanley Investment Management March 2012 - February 2014
BNY Mellon November 2010 - February 2012
Nuveen Investments January 2007 - December 2009
Nuveen Investments January 1999 - December 2006
Education
Penn State University
Todd C. Jones, CFA Todd C. Jones, CFA's Morgan Stanley Investment Management Experience September 2002 - September 2003
Job Equity Research Analyst at 1919 Investment Counsel
Industry Investment Management
Experience
1919 Investment Counsel July 2006 - Present
PNC Advisors April 2004 - July 2006
Morgan Stanley Investment Management September 2002 - September 2003
Morgan Stanley Investment Management April 1998 - September 2002
Morgan Stanley Investment Management September 1990 - April 1998
Skills
Equity Valuation, Buy-side, Report Writing, Teamwork, Written & Oral..., Model company earnings..., Buy and Sell..., Communication Skills, Meet/interview company..., Chartered Financial..., Series 7, Series 6, Investment Management
Education
Pace University - Lubin School of Business 1992 — 1998
Master of Business Administration (MBA), Finance, General
State University of New York at Albany 1986 — 1986
Bachelor of Arts (BA), Economics
1919 Investment Counsel July 2006 - Present
PNC Advisors April 2004 - July 2006
Morgan Stanley Investment Management September 2002 - September 2003
Morgan Stanley Investment Management April 1998 - September 2002
Morgan Stanley Investment Management September 1990 - April 1998
Skills
Equity Valuation, Buy-side, Report Writing, Teamwork, Written & Oral..., Model company earnings..., Buy and Sell..., Communication Skills, Meet/interview company..., Chartered Financial..., Series 7, Series 6, Investment Management
Education
Pace University - Lubin School of Business 1992 — 1998
Master of Business Administration (MBA), Finance, General
State University of New York at Albany 1986 — 1986
Bachelor of Arts (BA), Economics
JOSE GONZALEZ-HERES JOSE GONZALEZ-HERES's Morgan Stanley Investment Management Experience September 2001 - Present
Job MANAGING DIRECTOR at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management September 2001 - Present
Education
Northwestern University
BSEE, Electrical Engineering
Yale School of Management
MBA, Finance and Investments
Morgan Stanley Investment Management September 2001 - Present
Education
Northwestern University
BSEE, Electrical Engineering
Yale School of Management
MBA, Finance and Investments
Roza Biberman's Morgan Stanley Investment Management Experience 2004 - 2008
Job Vice President, Senior Risk Officer at GAMA
Industry Investment Management
Experience
Fortress Investment Group January 2010 - December 2014
Pfizer 2009 - 2009
Fortress Investment Group 2008 - 2008
Morgan Stanley Investment Management 2004 - 2008
NYU Stern School of Business 2004 - 2007
JPMorgan Chase 2000 - 2004
Skills
Hedge Funds, Derivatives, Fixed Income, Portfolio Management, Risk Management
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA
New York University 1996 — 2000
BA
Fortress Investment Group January 2010 - December 2014
Pfizer 2009 - 2009
Fortress Investment Group 2008 - 2008
Morgan Stanley Investment Management 2004 - 2008
NYU Stern School of Business 2004 - 2007
JPMorgan Chase 2000 - 2004
Skills
Hedge Funds, Derivatives, Fixed Income, Portfolio Management, Risk Management
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
MBA
New York University 1996 — 2000
BA
Dmitry Parkhomovsky's Morgan Stanley Investment Management Experience August 2006 - May 2013
Job
Industry Financial Services
Experience
JPMorgan Chase May 2013 - Present
Morgan Stanley Investment Management August 2006 - May 2013
Credit Suisse March 2005 - August 2006
ViewTrade Securities June 2000 - March 2005
Lehman Brothers June 1999 - June 2000
Polytechnic University June 1997 - June 2000
UJA Federation of New York June 1998 - June 1999
Altria (Former Phillip Morris) June 1997 - June 1998
Skills
Project Management, Team Management, Equities, Program Management, Business Analysis, Asset Management, Investment Banking, Databases, IT Strategy, Sybase, Unix, SDLC, Software Development, Asset Managment, Software Documentation, Requirements Gathering, Offshore Project..., Agile Methodologies, Scrum, Oracle Database, Process Improvement, Microsoft Office, Architecture
Education
New York University - Polytechnic School of Engineering 2000 — 2002
MS, Summa Cum Laude
New York University - Polytechnic School of Engineering 1996 — 2000
BS, Summa Cum Laude
JPMorgan Chase May 2013 - Present
Morgan Stanley Investment Management August 2006 - May 2013
Credit Suisse March 2005 - August 2006
ViewTrade Securities June 2000 - March 2005
Lehman Brothers June 1999 - June 2000
Polytechnic University June 1997 - June 2000
UJA Federation of New York June 1998 - June 1999
Altria (Former Phillip Morris) June 1997 - June 1998
Skills
Project Management, Team Management, Equities, Program Management, Business Analysis, Asset Management, Investment Banking, Databases, IT Strategy, Sybase, Unix, SDLC, Software Development, Asset Managment, Software Documentation, Requirements Gathering, Offshore Project..., Agile Methodologies, Scrum, Oracle Database, Process Improvement, Microsoft Office, Architecture
Education
New York University - Polytechnic School of Engineering 2000 — 2002
MS, Summa Cum Laude
New York University - Polytechnic School of Engineering 1996 — 2000
BS, Summa Cum Laude
Scott Gregory's Morgan Stanley Investment Management Experience March 2004 - July 2007
Job Partner, Snowbridge Advisors
Industry Investment Management
Experience
Darby Private Equity February 2012 - March 2015
Knight Capital Partners March 2011 - January 2012
Mallory Capital Group, LLC June 2010 - March 2011
AllCapital / Abatis Capital November 2007 - July 2010
Morgan Stanley Investment Management March 2004 - July 2007
State Street Global Advisors September 1997 - March 2004
GE Capital December 1990 - August 1997
Skills
Fixed Income, Hedge Funds, Portfolio Management, Equities, Alternative Investments, Management, Private Equity, Investments, Financial Modeling, Asset Management, Due Diligence, Capital Markets, Valuation
Education
University of Virginia - Darden Graduate School of Business Administration 1985 — 1987
MBA
Miami University 1977 — 1981
BS Business, Finance
Wyoming High School
Darby Private Equity February 2012 - March 2015
Knight Capital Partners March 2011 - January 2012
Mallory Capital Group, LLC June 2010 - March 2011
AllCapital / Abatis Capital November 2007 - July 2010
Morgan Stanley Investment Management March 2004 - July 2007
State Street Global Advisors September 1997 - March 2004
GE Capital December 1990 - August 1997
Skills
Fixed Income, Hedge Funds, Portfolio Management, Equities, Alternative Investments, Management, Private Equity, Investments, Financial Modeling, Asset Management, Due Diligence, Capital Markets, Valuation
Education
University of Virginia - Darden Graduate School of Business Administration 1985 — 1987
MBA
Miami University 1977 — 1981
BS Business, Finance
Wyoming High School
Tom Moore, CFA's Morgan Stanley Investment Management Experience July 1999 - February 2008
Job CFO, Head of Management Services Division
Industry Government Administration
Experience
Baltimore Police Department September 2013 - July 2015
Independent Financial Services Industry Consultant July 2012 - September 2013
Southwest Securities March 2010 - June 2012
Morgan Stanley Investment Management July 1999 - February 2008
Morgan Stanley February 1994 - July 1999
Rodman & Renshaw January 1990 - February 1994
DLJ July 1986 - October 1988
Claremont Economics Institute January 1983 - September 1984
Skills
Fixed Income, Equities, Portfolio Management, Investments, Asset Allocation, Investment Strategies, Bonds, Trading, Securities, MBS, Credit, Business Development, Alternative Investments, Forecasting, Series 7, Endowment Investing &..., Due Diligence, Valuation, Analysis, ETFs, Series 24, Series 63, Private Placements, Funding, Investment Management, Bloomberg, Financial Modeling, Economics, Options, Structured Products, Mutual Funds, Hedge Funds, Financial Services, Institutional..., Investment Banking, Derivatives, FINRA, Equity Trading, Financial Markets, Emerging Markets, Capital Markets, Investment Advisory, Hedging, Asset Management, Equity Research, Private Equity, Structured Finance, Wealth Management, Separately Managed..., Electronic Trading
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance & Marketing
Pitzer College 1978 — 1982
BA, Economics
JMHS
Baltimore Police Department September 2013 - July 2015
Independent Financial Services Industry Consultant July 2012 - September 2013
Southwest Securities March 2010 - June 2012
Morgan Stanley Investment Management July 1999 - February 2008
Morgan Stanley February 1994 - July 1999
Rodman & Renshaw January 1990 - February 1994
DLJ July 1986 - October 1988
Claremont Economics Institute January 1983 - September 1984
Skills
Fixed Income, Equities, Portfolio Management, Investments, Asset Allocation, Investment Strategies, Bonds, Trading, Securities, MBS, Credit, Business Development, Alternative Investments, Forecasting, Series 7, Endowment Investing &..., Due Diligence, Valuation, Analysis, ETFs, Series 24, Series 63, Private Placements, Funding, Investment Management, Bloomberg, Financial Modeling, Economics, Options, Structured Products, Mutual Funds, Hedge Funds, Financial Services, Institutional..., Investment Banking, Derivatives, FINRA, Equity Trading, Financial Markets, Emerging Markets, Capital Markets, Investment Advisory, Hedging, Asset Management, Equity Research, Private Equity, Structured Finance, Wealth Management, Separately Managed..., Electronic Trading
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance & Marketing
Pitzer College 1978 — 1982
BA, Economics
JMHS
Warren Hatch's Morgan Stanley Investment Management Experience October 1998 - January 2007
Job Superforecaster / SVP at Good Judgment Inc & Partner at Catalpa Capital / McAlinden Research
Industry Financial Services
Experience
Catalpa Capital / McAlinden Research January 2007 - Present
Good Judgment Project 2011 - Present
Morgan Stanley Investment Management October 1998 - January 2007
Education
University of Oxford 1989 — 1995
DPhil, Politics
Middlebury Institute of International Studies at Monterey 1987 — 1989
MA, Russian and Int'l Policy Studies
University of Utah 1983 — 1985
BA, History
Catalpa Capital / McAlinden Research January 2007 - Present
Good Judgment Project 2011 - Present
Morgan Stanley Investment Management October 1998 - January 2007
Education
University of Oxford 1989 — 1995
DPhil, Politics
Middlebury Institute of International Studies at Monterey 1987 — 1989
MA, Russian and Int'l Policy Studies
University of Utah 1983 — 1985
BA, History
Pierre Horvilleur's Morgan Stanley Investment Management Experience May 2013 - Present
Job Vice President Frontier Markets at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management May 2013 - Present
William Blair and Company January 2011 - May 2013
ING Financial Markets LLC May 2005 - May 2008
Morgan Stanley August 2001 - May 2005
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance & Management
University of Florida - Warrington College of Business Administration 1997 — 2001
Bachelors, Finance & Marketing
Morgan Stanley Investment Management May 2013 - Present
William Blair and Company January 2011 - May 2013
ING Financial Markets LLC May 2005 - May 2008
Morgan Stanley August 2001 - May 2005
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance & Management
University of Florida - Warrington College of Business Administration 1997 — 2001
Bachelors, Finance & Marketing
Scott Burney's Morgan Stanley Investment Management Experience 1994 - 1999
Job Partner, Bluefin Investment Management
Industry Investment Management
Experience
Bluefin Investment Management February 2007 - Present
Morgan Stanley Investment Management 1994 - 1999
Education
Penn State University 1985 — 1989
BS, Finance
Bluefin Investment Management February 2007 - Present
Morgan Stanley Investment Management 1994 - 1999
Education
Penn State University 1985 — 1989
BS, Finance
Joel Worthman's Morgan Stanley Investment Management Experience January 2005 - July 2005
Job Programmer/Analyst
Industry Computer Software
Experience
Avon Cosmetics November 2008 - February 2009
Moodys Investor Services September 2006 - September 2008
UBS Investment Bank April 2006 - August 2006
JPMorgan July 2005 - March 2006
Morgan Stanley Investment Management January 2005 - July 2005
Jewish Guild for the Blind November 2003 - January 2005
Sorscher & Shapiro 1988 - 1993
Education
Pace University 1990 — 1993
MIS, Information Systems
Wesleyan University 1964 — 1968
BA, History
New York University
MA, Education
Avon Cosmetics November 2008 - February 2009
Moodys Investor Services September 2006 - September 2008
UBS Investment Bank April 2006 - August 2006
JPMorgan July 2005 - March 2006
Morgan Stanley Investment Management January 2005 - July 2005
Jewish Guild for the Blind November 2003 - January 2005
Sorscher & Shapiro 1988 - 1993
Education
Pace University 1990 — 1993
MIS, Information Systems
Wesleyan University 1964 — 1968
BA, History
New York University
MA, Education
Monica Witchel's Morgan Stanley Investment Management Experience September 2008 - June 2010
Job Team Leader at Bond New York
Industry Real Estate
Experience
Bond New York December 2012 - Present
Manhattan Apartments May 2010 - December 2012
Morgan Stanley Investment Management September 2008 - June 2010
Marsh July 2006 - September 2008
Shearman & Sterling LLP September 2005 - July 2006
Metlife 2001 - 2002
Skills
Deferred Compensation, Compensation & Benefit, Employee Relations, Organizational..., Organizational Design, Data Management, Succession Planning, Recruiting
Education
New York University
Bachelor of Arts (BA)
Bond New York December 2012 - Present
Manhattan Apartments May 2010 - December 2012
Morgan Stanley Investment Management September 2008 - June 2010
Marsh July 2006 - September 2008
Shearman & Sterling LLP September 2005 - July 2006
Metlife 2001 - 2002
Skills
Deferred Compensation, Compensation & Benefit, Employee Relations, Organizational..., Organizational Design, Data Management, Succession Planning, Recruiting
Education
New York University
Bachelor of Arts (BA)
Dave Swanson's Morgan Stanley Investment Management Experience 2000 - 2004
Job Founder & Managing Partner, SwanDog Strategic Marketing, LLC
Industry Financial Services
Experience
SwanDog Strategic Marketing, LLC February 2006 - Present
Managed Portfolio Series April 2011 - Present
ALPs Variable Investment Trust December 2006 - Present
Calamos Investments April 2004 - March 2006
Morgan Stanley Investment Management 2000 - 2004
Morgan Stanley 2000 - 2004
Morgan Stanley Asset Management 2000 - 2004
Van Kampen Investments 2000 - 2003
Kemper Funds 1996 - 2000
Scudder Kemper Investments 1996 - 2000
Skills
Marketing, Mutual Funds, Marketing Management, Series 7, Investments, Alternative Investments, Asset Managment, Wealth Management, Investor Relations, Series 63, Management, Marketing Strategy, Finance, Asset Management, Asset Allocation, Financial Services, B2B Marketing, Financial Advisory, Hedge Funds, Investment Management, Private Equity, Portfolio Management
Education
Northwestern University 1986 — 1991
MBA, Marketing, Organization Behavior
Southern Illinois University, Carbondale 1976 — 1979
Bachelors of Science, Journalism
SwanDog Strategic Marketing, LLC February 2006 - Present
Managed Portfolio Series April 2011 - Present
ALPs Variable Investment Trust December 2006 - Present
Calamos Investments April 2004 - March 2006
Morgan Stanley Investment Management 2000 - 2004
Morgan Stanley 2000 - 2004
Morgan Stanley Asset Management 2000 - 2004
Van Kampen Investments 2000 - 2003
Kemper Funds 1996 - 2000
Scudder Kemper Investments 1996 - 2000
Skills
Marketing, Mutual Funds, Marketing Management, Series 7, Investments, Alternative Investments, Asset Managment, Wealth Management, Investor Relations, Series 63, Management, Marketing Strategy, Finance, Asset Management, Asset Allocation, Financial Services, B2B Marketing, Financial Advisory, Hedge Funds, Investment Management, Private Equity, Portfolio Management
Education
Northwestern University 1986 — 1991
MBA, Marketing, Organization Behavior
Southern Illinois University, Carbondale 1976 — 1979
Bachelors of Science, Journalism
Arthur Baczyk's Morgan Stanley Investment Management Experience January 2005 - May 2011
Job Valuation Officer / Software Developer at International Fund Services (NA) LLC, A State Street Company
Industry Computer Software
Experience
International Fund Services (NA) LLC, A State Street Company June 2015 - Present
Datacolor December 2011 - April 2015
Clarion Partners June 2011 - December 2011
Morgan Stanley Investment Management January 2005 - May 2011
Large Animal Games September 2004 - January 2005
Skills
XML, C#, .NET, SQL, Microsoft SQL Server, Java, Linux, JavaScript, CSS, Web Services, ASP.NET, Software Development, Perl, C++, HTML, Quality Assurance, Programming, Databases, SharePoint, Objective-C, MySQL
Education
Rutgers University-New Brunswick 2002 — 2004
Bachelor's of Science, Computer Science
Mercer County Community College 2000 — 2002
N/A, Computer Science
International Fund Services (NA) LLC, A State Street Company June 2015 - Present
Datacolor December 2011 - April 2015
Clarion Partners June 2011 - December 2011
Morgan Stanley Investment Management January 2005 - May 2011
Large Animal Games September 2004 - January 2005
Skills
XML, C#, .NET, SQL, Microsoft SQL Server, Java, Linux, JavaScript, CSS, Web Services, ASP.NET, Software Development, Perl, C++, HTML, Quality Assurance, Programming, Databases, SharePoint, Objective-C, MySQL
Education
Rutgers University-New Brunswick 2002 — 2004
Bachelor's of Science, Computer Science
Mercer County Community College 2000 — 2002
N/A, Computer Science
Scott Dickerson's Morgan Stanley Investment Management Experience September 2001 - February 2003
Job Lean Six Sigma Program Manager PepsiCo North American Transport & Fleet Operations
Industry Consumer Goods
Experience
PepsiCo January 2012 - Present
PepsiCo November 2004 - January 2012
Morgan Stanley Investment Management September 2001 - February 2003
Merrill Lynch January 2000 - August 2001
Skills
SAP, Financial Modeling, Financial Analysis, Strategic Financial..., Process Improvement, Logistics, Portfolio Management, Asset Managment, Asset Allocation, Inventory Management, Investments, Supply Chain Management, Six Sigma, Change Management, Management, Project Management, Lean Manufacturing
Education
Michigan State University 1995 — 2000
Bachelor of Arts (B.A.), Finance, General
PepsiCo January 2012 - Present
PepsiCo November 2004 - January 2012
Morgan Stanley Investment Management September 2001 - February 2003
Merrill Lynch January 2000 - August 2001
Skills
SAP, Financial Modeling, Financial Analysis, Strategic Financial..., Process Improvement, Logistics, Portfolio Management, Asset Managment, Asset Allocation, Inventory Management, Investments, Supply Chain Management, Six Sigma, Change Management, Management, Project Management, Lean Manufacturing
Education
Michigan State University 1995 — 2000
Bachelor of Arts (B.A.), Finance, General
Melanie Milan's Morgan Stanley Investment Management Experience September 2005 - May 2007
Job Hedge Fund Accounting Associate Manager at SS&C GlobeOp
Industry Accounting
Experience
SS&C GlobeOp November 2012 - Present
HSBC Securities Services May 2007 - September 2012
Morgan Stanley Investment Management September 2005 - May 2007
Skills
Hedge Funds, Valuation, Reconciliations, Fund Accounting, Fund Administration, Alternative Investments, Fund Of Funds, Bloomberg, Derivatives, Geneva, Swaps, Accounting, Account Reconciliation
Education
National University of Singapore / NUS 2005 — 2005
Semester Abroad
Penn State University 2001 — 2005
BS, Accounting
SS&C GlobeOp November 2012 - Present
HSBC Securities Services May 2007 - September 2012
Morgan Stanley Investment Management September 2005 - May 2007
Skills
Hedge Funds, Valuation, Reconciliations, Fund Accounting, Fund Administration, Alternative Investments, Fund Of Funds, Bloomberg, Derivatives, Geneva, Swaps, Accounting, Account Reconciliation
Education
National University of Singapore / NUS 2005 — 2005
Semester Abroad
Penn State University 2001 — 2005
BS, Accounting
scott berg's Morgan Stanley Investment Management Experience September 2007 - Present
Job Director at Morgan Stanley Real Estate Investing and Merchant Banking
Industry Real Estate
Experience
Morgan Stanley Investment Management September 2007 - Present
Paul Hastings July 2005 - August 2007
Kirkland & Ellis LLP August 2003 - April 2005
Skills
Real Estate Financing, Investments, Real Estate, Joint Ventures, Real Estate Economics, Negotiation, Disposition, Asset Management, Mergers & Acquisitions, Restructuring, Private Equity, Valuation, Due Diligence
Education
New York University School of Law 2002 — 2005
JD
University of Pennsylvania 1995 — 1999
B.A, Political Science, Philosophy and Economics
Morgan Stanley Investment Management September 2007 - Present
Paul Hastings July 2005 - August 2007
Kirkland & Ellis LLP August 2003 - April 2005
Skills
Real Estate Financing, Investments, Real Estate, Joint Ventures, Real Estate Economics, Negotiation, Disposition, Asset Management, Mergers & Acquisitions, Restructuring, Private Equity, Valuation, Due Diligence
Education
New York University School of Law 2002 — 2005
JD
University of Pennsylvania 1995 — 1999
B.A, Political Science, Philosophy and Economics
Lisa Masten's Morgan Stanley Investment Management Experience April 2000 - January 2005
Job Team Lead/Project Manager at Invesco Ltd.
Industry Financial Services
Experience
Invesco Ltd. February 2012 - Present
Invesco Ltd. September 2008 - February 2012
McDonnell Investment Management March 2005 - August 2008
Morgan Stanley Investment Management April 2000 - January 2005
Skills
Fixed Income, Vendor Management, Equities, Trading Systems, Asset Management, SDLC, Management, Project Management, Portfolio Management, Requirements Gathering, Derivatives, Investment Management, Business Analysis, Integration, Back Office, Asset Managment
Education
North Central College 1999 — 2001
BA, Finance and Computer Science
Invesco Ltd. February 2012 - Present
Invesco Ltd. September 2008 - February 2012
McDonnell Investment Management March 2005 - August 2008
Morgan Stanley Investment Management April 2000 - January 2005
Skills
Fixed Income, Vendor Management, Equities, Trading Systems, Asset Management, SDLC, Management, Project Management, Portfolio Management, Requirements Gathering, Derivatives, Investment Management, Business Analysis, Integration, Back Office, Asset Managment
Education
North Central College 1999 — 2001
BA, Finance and Computer Science
Mehul Vadher's Morgan Stanley Investment Management Experience August 2012 - June 2013
Job Private
Industry Venture Capital & Private Equity
Experience
Caspian Private Equity, LLC July 2013 - Present
Morgan Stanley Investment Management August 2012 - June 2013
Citigroup July 2008 - August 2012
Credit Suisse October 2005 - July 2008
Skills
Private Equity, Fund Of Funds, Fund Accounting, Alternative Investments, Financial Modeling, Financial Analysis, Fund Administration, Asset Managment, Investments, Waterfall, Manage Client..., Investor Relations, Accounting, Asset Management, Mutual Funds, Securities
Education
New York Institute of Technology-Old Westbury 2003 — 2005
MBA
University of Mumbai 1998 — 1999
B.Com, Accounting and Auditing
Caspian Private Equity, LLC July 2013 - Present
Morgan Stanley Investment Management August 2012 - June 2013
Citigroup July 2008 - August 2012
Credit Suisse October 2005 - July 2008
Skills
Private Equity, Fund Of Funds, Fund Accounting, Alternative Investments, Financial Modeling, Financial Analysis, Fund Administration, Asset Managment, Investments, Waterfall, Manage Client..., Investor Relations, Accounting, Asset Management, Mutual Funds, Securities
Education
New York Institute of Technology-Old Westbury 2003 — 2005
MBA
University of Mumbai 1998 — 1999
B.Com, Accounting and Auditing
Jay Valenta's Morgan Stanley Investment Management Experience February 2004 - February 2007
Job Director at Roseview Capital Partners
Industry Real Estate
Experience
The Roseview Group January 2011 - Present
The Roseview Group February 2007 - January 2011
Morgan Stanley Investment Management February 2004 - February 2007
The Office of Peter Rose January 2000 - June 2002
Kallmann McKinnell & Wood January 1994 - December 1999
Skills
Registered FINRA..., Asset Management, Due Diligence, Investments, Real Estate, Commercial Real Estate, Disposition, Real Estate Transactions, Financial Analysis, Investment Properties
Education
Massachusetts Institute of Technology 2002 — 2003
MSRED, Real Estate Finance & Development
Rensselaer Polytechnic Institute 1988 — 1993
B.ARCH, Architecture
The Roseview Group January 2011 - Present
The Roseview Group February 2007 - January 2011
Morgan Stanley Investment Management February 2004 - February 2007
The Office of Peter Rose January 2000 - June 2002
Kallmann McKinnell & Wood January 1994 - December 1999
Skills
Registered FINRA..., Asset Management, Due Diligence, Investments, Real Estate, Commercial Real Estate, Disposition, Real Estate Transactions, Financial Analysis, Investment Properties
Education
Massachusetts Institute of Technology 2002 — 2003
MSRED, Real Estate Finance & Development
Rensselaer Polytechnic Institute 1988 — 1993
B.ARCH, Architecture
Brian Erickson's Morgan Stanley Investment Management Experience 2000 - 2008
Job Director of Investments
Industry Financial Services
Experience
Boston University October 2008 - Present
Morgan Stanley Investment Management 2000 - 2008
Weyerhaeuser Company 1994 - 2000
Skills
Fixed Income, Investments, Portfolio Management, Asset Management, Derivatives, Hedge Funds, Risk Management, Equities, Financial Risk, Bloomberg, Internal Controls, Private Equity, Valuation, Alternative Investments
Education
Pacific Lutheran University - School of Business 1987 — 1991
Bachelor of Business Administration, Accounting & Finance
Boston University October 2008 - Present
Morgan Stanley Investment Management 2000 - 2008
Weyerhaeuser Company 1994 - 2000
Skills
Fixed Income, Investments, Portfolio Management, Asset Management, Derivatives, Hedge Funds, Risk Management, Equities, Financial Risk, Bloomberg, Internal Controls, Private Equity, Valuation, Alternative Investments
Education
Pacific Lutheran University - School of Business 1987 — 1991
Bachelor of Business Administration, Accounting & Finance
Meaghan Harding's Morgan Stanley Investment Management Experience September 1999 - July 2005
Job Emergency Dept., R.N. at NYU Medical Center
Industry Medical Practice
Experience
NYU Medical Center March 2007 - Present
Morgan Stanley Investment Management September 1999 - July 2005
American College Dublin May 1998 - June 1999
Skills
Nursing
Education
New York University 2005 — 2007
B.S.N., Nursing
Siena College 1994 — 1998
B.B.A., Accounting
NYU Medical Center March 2007 - Present
Morgan Stanley Investment Management September 1999 - July 2005
American College Dublin May 1998 - June 1999
Skills
Nursing
Education
New York University 2005 — 2007
B.S.N., Nursing
Siena College 1994 — 1998
B.B.A., Accounting
Athena Clark's Morgan Stanley Investment Management Experience August 1992 - October 2001
Job Sales Associate at Chris Clemans Sotheby's International Realty
Industry Financial Services
Experience
Chris Clemans Sotheby's International Realty July 2012 - October 2014
UBS Wealth Management October 2001 - February 2003
Morgan Stanley Investment Management August 1992 - October 2001
Skills
Portfolio Management, Real Estate, Wealth Management, Investments, Asset Management, Equities, Financial Markets, Mutual Funds, Series 7, Options
Education
New York University 1977 — 1981
BA, Economics
Chris Clemans Sotheby's International Realty July 2012 - October 2014
UBS Wealth Management October 2001 - February 2003
Morgan Stanley Investment Management August 1992 - October 2001
Skills
Portfolio Management, Real Estate, Wealth Management, Investments, Asset Management, Equities, Financial Markets, Mutual Funds, Series 7, Options
Education
New York University 1977 — 1981
BA, Economics
Arsen Mugurdumov's Morgan Stanley Investment Management Experience April 2007 - May 2008
Job Director at Market Development Consulting Group, Inc.
Industry Investment Management
Experience
Market Development Consulting Group, Inc. April 2012 - Present
Morgan Stanley Investment Management April 2007 - May 2008
Skills
Alternative Investments, Asset Allocation, Investment Strategies, Mutual Funds, Separately Managed..., Investment Management, Asset Managment, ETFs, Hedge Funds, Equities, Fixed Income, Investments, Wealth Management, Portfolio Management, Uniform Combined State..., Bonds, Fund Of Funds, Bloomberg, Wealth Management..., Asset Management
Education
University of Wisconsin-Milwaukee - School of Business Administration 2004 — 2006
Bachelor of Business Administration (BBA), Finance, General
Milwaukee Area Technical College 2002 — 2004
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies
Market Development Consulting Group, Inc. April 2012 - Present
Morgan Stanley Investment Management April 2007 - May 2008
Skills
Alternative Investments, Asset Allocation, Investment Strategies, Mutual Funds, Separately Managed..., Investment Management, Asset Managment, ETFs, Hedge Funds, Equities, Fixed Income, Investments, Wealth Management, Portfolio Management, Uniform Combined State..., Bonds, Fund Of Funds, Bloomberg, Wealth Management..., Asset Management
Education
University of Wisconsin-Milwaukee - School of Business Administration 2004 — 2006
Bachelor of Business Administration (BBA), Finance, General
Milwaukee Area Technical College 2002 — 2004
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies
Pat Behnke's Morgan Stanley Investment Management Experience 1991 - 2008
Job CFO Managing Director, BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets 2008 - 2009
Morgan Stanley Investment Management 1991 - 2008
L.F. Rothschild & Co. 1988 - 1990
Carteret Savings Bank 1986 - 1988
Arthur Andersen & Co. 1982 - 1986
Skills
Restructuring, Hedge Funds, Asset Management, Mergers, Capital Markets
Education
Penn State University 1978 — 1982
B.S.
BMO Capital Markets 2008 - 2009
Morgan Stanley Investment Management 1991 - 2008
L.F. Rothschild & Co. 1988 - 1990
Carteret Savings Bank 1986 - 1988
Arthur Andersen & Co. 1982 - 1986
Skills
Restructuring, Hedge Funds, Asset Management, Mergers, Capital Markets
Education
Penn State University 1978 — 1982
B.S.
Ben Swire's Morgan Stanley Investment Management Experience 2005 - September 2014
Job Senior Designer/Writer at IDEO
Industry Writing and Editing
Experience
IDEO September 2014 - Present
Morgan Stanley Investment Management 2005 - September 2014
Iron Creative Communication March 2012 - August 2014
IBM, AT&T, Weylock Associates November 2002 - February 2005
AllianceBernstein May 2002 - October 2002
Morgan Stanley Investment Management April 2000 - May 2002
Larchmont Chronicle 1992 - 1996
Larchmont Chronicle 1992 - 1996
Skills
Marketing Communications, Project Management, Creative Solutions, Strategy, Creative Writing, Leadership, Humor, Creative Problem Solving, Critical Thinking, Branding & Identity, Creativity Skills, Visual Communication, Social Media, Content Strategy, Public Relations, Digital Marketing, Digital Strategy, Campaign Launch, Analytics, Marketing, Artists, Marketing Strategy, Advertising, Strategic Planning, Creative Direction, Product Marketing, Storytelling, Team Leadership, Art
Education
New School For Social Research 1997 — 1999
Master's degree, Philosophy, Psychoanalysis and Cultural Theory
Occidental College 1991 — 1995
Bachelor of Arts (BA), English and Comparative Literary Studies
Principia
IDEO September 2014 - Present
Morgan Stanley Investment Management 2005 - September 2014
Iron Creative Communication March 2012 - August 2014
IBM, AT&T, Weylock Associates November 2002 - February 2005
AllianceBernstein May 2002 - October 2002
Morgan Stanley Investment Management April 2000 - May 2002
Larchmont Chronicle 1992 - 1996
Larchmont Chronicle 1992 - 1996
Skills
Marketing Communications, Project Management, Creative Solutions, Strategy, Creative Writing, Leadership, Humor, Creative Problem Solving, Critical Thinking, Branding & Identity, Creativity Skills, Visual Communication, Social Media, Content Strategy, Public Relations, Digital Marketing, Digital Strategy, Campaign Launch, Analytics, Marketing, Artists, Marketing Strategy, Advertising, Strategic Planning, Creative Direction, Product Marketing, Storytelling, Team Leadership, Art
Education
New School For Social Research 1997 — 1999
Master's degree, Philosophy, Psychoanalysis and Cultural Theory
Occidental College 1991 — 1995
Bachelor of Arts (BA), English and Comparative Literary Studies
Principia
Kerris Wigfall's Morgan Stanley Investment Management Experience April 2003 - July 2004
Job at
Industry Financial Services
Experience
ING U.S. Investment Management June 2011 - Present
MEAG New York Corporation October 2005 - June 2011
Citigroup Asset Management July 2004 - October 2005
Morgan Stanley Investment Management April 2003 - July 2004
T. Rowe Price Associates 2000 - 2003
Skills
Asset Management, Capital Markets, Cross-functional Team..., Fixed Income, Investments
Education
University of Baltimore School of Law 1996 — 1999
JD
Morgan State University 1991 — 1995
BS, Finance
ING U.S. Investment Management June 2011 - Present
MEAG New York Corporation October 2005 - June 2011
Citigroup Asset Management July 2004 - October 2005
Morgan Stanley Investment Management April 2003 - July 2004
T. Rowe Price Associates 2000 - 2003
Skills
Asset Management, Capital Markets, Cross-functional Team..., Fixed Income, Investments
Education
University of Baltimore School of Law 1996 — 1999
JD
Morgan State University 1991 — 1995
BS, Finance
Celeste La Raja's Morgan Stanley Investment Management Experience September 1997 - 2008
Job Sales, trading and account management experience
Industry Financial Services
Experience
The Zeuner Foundation January 2014 - Present
Bley Investements October 2011 - December 2013
Madison Trading April 2009 - June 2010
Morgan Stanley Investment Management September 1997 - 2008
Morgan Stanley 1997 - 2008
Neuberger Berman October 1989 - September 1997
Skills
Electronic Trading, Equity Trading, Equities, Series 7, Hedge Funds, Technical Analysis, Portfolio Management, Mutual Funds, Financial Services, Trading, Series 63, Alternative Investments, Securities, Bloomberg, Investment Banking
Education
Mount Holyoke College 1985 — 1989
BA, History
The Zeuner Foundation January 2014 - Present
Bley Investements October 2011 - December 2013
Madison Trading April 2009 - June 2010
Morgan Stanley Investment Management September 1997 - 2008
Morgan Stanley 1997 - 2008
Neuberger Berman October 1989 - September 1997
Skills
Electronic Trading, Equity Trading, Equities, Series 7, Hedge Funds, Technical Analysis, Portfolio Management, Mutual Funds, Financial Services, Trading, Series 63, Alternative Investments, Securities, Bloomberg, Investment Banking
Education
Mount Holyoke College 1985 — 1989
BA, History
Venkata Brahmanandh Kilaru's Morgan Stanley Investment Management Experience March 2007 - July 2012
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2012 - Present
Morgan Stanley Investment Management March 2007 - July 2012
Citi Group June 2006 - February 2007
Pepsi Bottling Group March 2003 - June 2006
AT&T October 2001 - February 2003
MCI September 1997 - July 2001
REC Warangal June 1991 - September 1997
Skills
Java, Agile Methodologies, Oracle, Security, Enterprise Architecture, Web Services, Business Analysis, Java Enterprise Edition, SOA, Data Warehousing, Scrum, Integration, SQL, IT Strategy, Requirements Analysis, Software Project..., Software Development, Business Intelligence, Solution Architecture, Weblogic, SDLC, Sybase
Education
The University of Manchester 1996 — 1997
Fellowship, Software Engineering
National Institute of Technology Warangal 1994 — 1996
M.Tech, Computer Science and Engineering
National Institute of Technology Warangal 1987 — 1991
B.Tech, Computer Science and Engineering
Andhra Loyola College 1985 — 1987
Inter, MPC
St. Gabriel's High School 1982 — 1985
Goldman Sachs June 2012 - Present
Morgan Stanley Investment Management March 2007 - July 2012
Citi Group June 2006 - February 2007
Pepsi Bottling Group March 2003 - June 2006
AT&T October 2001 - February 2003
MCI September 1997 - July 2001
REC Warangal June 1991 - September 1997
Skills
Java, Agile Methodologies, Oracle, Security, Enterprise Architecture, Web Services, Business Analysis, Java Enterprise Edition, SOA, Data Warehousing, Scrum, Integration, SQL, IT Strategy, Requirements Analysis, Software Project..., Software Development, Business Intelligence, Solution Architecture, Weblogic, SDLC, Sybase
Education
The University of Manchester 1996 — 1997
Fellowship, Software Engineering
National Institute of Technology Warangal 1994 — 1996
M.Tech, Computer Science and Engineering
National Institute of Technology Warangal 1987 — 1991
B.Tech, Computer Science and Engineering
Andhra Loyola College 1985 — 1987
Inter, MPC
St. Gabriel's High School 1982 — 1985
Bill Hurley's Morgan Stanley Investment Management Experience December 2011 - Present
Job Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management December 2011 - Present
Frontier Partners November 2006 - November 2011
Waddell & Reed October 2000 - October 2006
American Express Retirement Services July 1997 - August 1999
Cigna 1991 - 1997
Skills
Series 7, Mutual Funds, Series 63, Investments, 401k, Asset Managment, Retirement, Alternative Investments, Fixed Income, Equities, Wealth Management, Investment Management
Education
Miami University 1982 — 1986
Finance
Morgan Stanley Investment Management December 2011 - Present
Frontier Partners November 2006 - November 2011
Waddell & Reed October 2000 - October 2006
American Express Retirement Services July 1997 - August 1999
Cigna 1991 - 1997
Skills
Series 7, Mutual Funds, Series 63, Investments, 401k, Asset Managment, Retirement, Alternative Investments, Fixed Income, Equities, Wealth Management, Investment Management
Education
Miami University 1982 — 1986
Finance
Dino Gomez's Morgan Stanley Investment Management Experience 1998 - May 2013
Job Vice President at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. June 2013 - Present
Morgan Stanley Investment Management 1998 - May 2013
Education
Pace University
MS, Information Systems
State University of New York at Buffalo
BS, Electrical Engineering
JPMorgan Chase & Co. June 2013 - Present
Morgan Stanley Investment Management 1998 - May 2013
Education
Pace University
MS, Information Systems
State University of New York at Buffalo
BS, Electrical Engineering
Phoebe McBee's Morgan Stanley Investment Management Experience November 1996 - July 2011
Job Managing Director at Morgan Stanley Investment Management (Retired)
Industry Investment Management
Experience
Morgan Stanley Investment Management November 1996 - July 2011
Morgan Stanley November 1996 - July 2011
Education
Mount Holyoke College 1967 — 1971
BA, psychology
Morgan Stanley Investment Management November 1996 - July 2011
Morgan Stanley November 1996 - July 2011
Education
Mount Holyoke College 1967 — 1971
BA, psychology
Mark Solomon's Morgan Stanley Investment Management Experience August 2012 - April 2013
Job Vice President, Complex Instrument Operations at Brandywine Global Investment Management
Industry Investment Management
Experience
Brandywine Global Investment Management April 2013 - Present
Morgan Stanley Investment Management August 2012 - April 2013
Morgan Stanley Investment Management July 2008 - April 2013
Morgan Stanley Investment Management 2005 - 2008
Morgan Stanley Investment Management 1999 - 2005
Miller Anderson & Sherrerd (purchased by Morgan Stanley) 1997 - 1999
The Vanguard Group 1996 - 1997
Skills
Collateral Management, Counterparty Risk, Cash Management, Metrics, Procedure Development, Business Analysis, Derivative Operations, Risk Management, Fixed Income Products, Investment Operations, Downhill Skiing, Fixed Income, Financial Services, Middle Office, Derivatives, Asset Management, Valuation, Investment Management
Education
Temple University - Fox School of Business and Management 2000 — 2003
MBA, Management Information Systems
Penn State University 1991 — 1995
BBA, Finance / Economics
Brandywine Global Investment Management April 2013 - Present
Morgan Stanley Investment Management August 2012 - April 2013
Morgan Stanley Investment Management July 2008 - April 2013
Morgan Stanley Investment Management 2005 - 2008
Morgan Stanley Investment Management 1999 - 2005
Miller Anderson & Sherrerd (purchased by Morgan Stanley) 1997 - 1999
The Vanguard Group 1996 - 1997
Skills
Collateral Management, Counterparty Risk, Cash Management, Metrics, Procedure Development, Business Analysis, Derivative Operations, Risk Management, Fixed Income Products, Investment Operations, Downhill Skiing, Fixed Income, Financial Services, Middle Office, Derivatives, Asset Management, Valuation, Investment Management
Education
Temple University - Fox School of Business and Management 2000 — 2003
MBA, Management Information Systems
Penn State University 1991 — 1995
BBA, Finance / Economics
Laura Zawistowski's Morgan Stanley Investment Management Experience May 2008 - June 2009
Job Associate BlackRock Financial Management
Industry Financial Services
Experience
BlackRock February 2011 - Present
Pershing January 2010 - February 2011
Morgan Stanley Investment Management May 2008 - June 2009
SEI Investments January 2006 - May 2008
A.C. Moore 1997 - 2005
Skills
Mutual Funds, Fixed Income, Derivatives, Account Reconciliation, Valuation, Bloomberg, Asset Managment, Equities, Securities, Asset Allocation, Alternative Investments, Fund Accounting
Education
Penn State University 1999 — 2005
BSB, Business/Marketing
BlackRock February 2011 - Present
Pershing January 2010 - February 2011
Morgan Stanley Investment Management May 2008 - June 2009
SEI Investments January 2006 - May 2008
A.C. Moore 1997 - 2005
Skills
Mutual Funds, Fixed Income, Derivatives, Account Reconciliation, Valuation, Bloomberg, Asset Managment, Equities, Securities, Asset Allocation, Alternative Investments, Fund Accounting
Education
Penn State University 1999 — 2005
BSB, Business/Marketing
Angela Engle's Morgan Stanley Investment Management Experience February 1999 - July 2008
Job Account Executive / Marketing Project Manager
Industry Financial Services
Experience
Symetra October 2013 - November 2014
Allstate Financial August 2008 - December 2011
Morgan Stanley Investment Management February 1999 - July 2008
Van Kampen Investments February 1999 - July 2008
University of Mississippi Medical Center November 1997 - January 1999
Skills
Manage Client..., Microsoft Office, Cross-functional Team..., Mutual Funds, Relationship Management, Customer Relations, Customer Service, Cross-functional..., Team Leadership, Project Coordination, Project Management, Compliance, Contract Negotiation, Competitive Analysis, Cross-training, Cost Savings Strategies, Communication Skills, Team Problem Solving, Issue Resolution, Contract Management, Employee Recognition, Series 6, Series 63, quick study, Bonds, Market Research, Asset Management, CRM, ETFs, Financial Services, Separately Managed..., Asset Allocation, Marketing, Fixed Annuities, Investments, Management, Communication
Education
Mississippi University for Women 1987 — 1991
B.S., Journalism and Art
Symetra October 2013 - November 2014
Allstate Financial August 2008 - December 2011
Morgan Stanley Investment Management February 1999 - July 2008
Van Kampen Investments February 1999 - July 2008
University of Mississippi Medical Center November 1997 - January 1999
Skills
Manage Client..., Microsoft Office, Cross-functional Team..., Mutual Funds, Relationship Management, Customer Relations, Customer Service, Cross-functional..., Team Leadership, Project Coordination, Project Management, Compliance, Contract Negotiation, Competitive Analysis, Cross-training, Cost Savings Strategies, Communication Skills, Team Problem Solving, Issue Resolution, Contract Management, Employee Recognition, Series 6, Series 63, quick study, Bonds, Market Research, Asset Management, CRM, ETFs, Financial Services, Separately Managed..., Asset Allocation, Marketing, Fixed Annuities, Investments, Management, Communication
Education
Mississippi University for Women 1987 — 1991
B.S., Journalism and Art
Stephanie Rosen McMinn's Morgan Stanley Investment Management Experience 2000 - 2004
Job Freelance marketing writer at
Industry Marketing and Advertising
Experience
Stephanie McMinn August 2006 - Present
Morgan Stanley Investment Management 2000 - 2004
The Vanguard Group 1998 - 2000
Thomson Financial July 1995 - August 1998
Iowa City Press-Citizen November 1993 - July 1995
Education
Northwestern University 1992 — 1993
MSJ, Journalism
Miami University 1988 — 1992
BA, English/Political Science
Stephanie McMinn August 2006 - Present
Morgan Stanley Investment Management 2000 - 2004
The Vanguard Group 1998 - 2000
Thomson Financial July 1995 - August 1998
Iowa City Press-Citizen November 1993 - July 1995
Education
Northwestern University 1992 — 1993
MSJ, Journalism
Miami University 1988 — 1992
BA, English/Political Science
Brad Blalock's Morgan Stanley Investment Management Experience April 2007 - August 2010
Job Principal at Prudential Fixed Income
Industry Investment Management
Experience
Prudential Fixed Income April 2013 - Present
Lockwell Investments, LLC August 2010 - April 2013
Morgan Stanley Investment Management April 2007 - August 2010
Mercer Investment Consulting June 1989 - March 2007
Skills
Valuation, Private Equity, Investment Management, Investment Advisory, Portfolio Management, Hedge Funds, Pensions, Alternative Investments, Wealth Management, Asset Managment, Investments, Investment Strategies, Institutional Investors, Asset Allocation, Equities, Fixed Income, Mutual Funds
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MM, Finance
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Actuarial Science
Prudential Fixed Income April 2013 - Present
Lockwell Investments, LLC August 2010 - April 2013
Morgan Stanley Investment Management April 2007 - August 2010
Mercer Investment Consulting June 1989 - March 2007
Skills
Valuation, Private Equity, Investment Management, Investment Advisory, Portfolio Management, Hedge Funds, Pensions, Alternative Investments, Wealth Management, Asset Managment, Investments, Investment Strategies, Institutional Investors, Asset Allocation, Equities, Fixed Income, Mutual Funds
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MM, Finance
University of Illinois at Urbana-Champaign 1985 — 1989
BS, Actuarial Science
Jimbo JimSchmid0's Morgan Stanley Investment Management Experience 1989 - 1999
Job Head Honcho at SchmidsCorner
Industry Wine and Spirits
Experience
SchmidsCorner 2004 - Present
Morgan Stanley Investment Management 1989 - 1999
Education
Pace University 1985 — 1987
MBA, Finance
SchmidsCorner 2004 - Present
Morgan Stanley Investment Management 1989 - 1999
Education
Pace University 1985 — 1987
MBA, Finance
Natalie Marvi-Romeo, CAIA's Morgan Stanley Investment Management Experience 2009 - October 2010
Job Investment Management
Industry Investment Management
Experience
PNC Capital Advisors June 2015 - Present
Turner Investments, L.P. April 2014 - December 2014
Echo Point Investment Management October 2010 - October 2012
Morgan Stanley Investment Management 2009 - October 2010
Morgan Stanley Investment Management February 2004 - 2009
Morgan Stanley Investment Management 2002 - 2004
Morgan Stanley Investment Management March 2000 - December 2001
Morgan Stanley Investment Management 1996 - 2000
Miller Anderson & Sherrerd 1990 - 1995
Deloitte 1987 - 1990
Skills
Alternative Investments, Hedge Funds, Equities, Asset Managment, Fixed Income, Investment Management, Mutual Funds, Investments, Portfolio Management, Investment Strategies, Private Equity, Asset Allocation
Education
Penn State University
Bachelor of Science, Accounting, University Scholars Program
PNC Capital Advisors June 2015 - Present
Turner Investments, L.P. April 2014 - December 2014
Echo Point Investment Management October 2010 - October 2012
Morgan Stanley Investment Management 2009 - October 2010
Morgan Stanley Investment Management February 2004 - 2009
Morgan Stanley Investment Management 2002 - 2004
Morgan Stanley Investment Management March 2000 - December 2001
Morgan Stanley Investment Management 1996 - 2000
Miller Anderson & Sherrerd 1990 - 1995
Deloitte 1987 - 1990
Skills
Alternative Investments, Hedge Funds, Equities, Asset Managment, Fixed Income, Investment Management, Mutual Funds, Investments, Portfolio Management, Investment Strategies, Private Equity, Asset Allocation
Education
Penn State University
Bachelor of Science, Accounting, University Scholars Program
Michael Knox's Morgan Stanley Investment Management Experience August 1993 - February 1998
Job Experienced Investment Professional
Industry Financial Services
Experience
Gold Ridge Asset Management LLC June 2005 - Present
Silicon Harbor Capital Management December 2013 - Present
SIB Fixed Cost Reduction LLC May 2014 - May 2015
Xtract Research LLC January 2006 - December 2013
Hamilton Investment Management LLC February 1998 - April 2005
Morgan Stanley Investment Management August 1993 - February 1998
Eagle Asset Management May 1988 - August 1993
Skills
Equities, Valuation, Strategy, Finance, Capital Markets, Special Situations, Equity Research, Structured Finance, Emerging Markets, Portfolio Management, Alternative Investments, Hedge Funds
Education
The University of Chicago Booth School of Business 1991 — 1994
MBA, Finance
Ohio Wesleyan University 1984 — 1988
BA, Economics/Management
West Morris 1980 — 1984
West Morris 1980 — 1984
Gold Ridge Asset Management LLC June 2005 - Present
Silicon Harbor Capital Management December 2013 - Present
SIB Fixed Cost Reduction LLC May 2014 - May 2015
Xtract Research LLC January 2006 - December 2013
Hamilton Investment Management LLC February 1998 - April 2005
Morgan Stanley Investment Management August 1993 - February 1998
Eagle Asset Management May 1988 - August 1993
Skills
Equities, Valuation, Strategy, Finance, Capital Markets, Special Situations, Equity Research, Structured Finance, Emerging Markets, Portfolio Management, Alternative Investments, Hedge Funds
Education
The University of Chicago Booth School of Business 1991 — 1994
MBA, Finance
Ohio Wesleyan University 1984 — 1988
BA, Economics/Management
West Morris 1980 — 1984
West Morris 1980 — 1984
Chris Buencamino's Morgan Stanley Investment Management Experience 2008 - 2009
Job Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies November 2008 - Present
Morgan Stanley Investment Management 2008 - 2009
Education
Pace University 1990 — 1992
N/A, N/A
Jefferies November 2008 - Present
Morgan Stanley Investment Management 2008 - 2009
Education
Pace University 1990 — 1992
N/A, N/A
Steven Wharton's Morgan Stanley Investment Management Experience 2004 - 2006
Job Managing Director at JP Morgan Asset Management
Industry Capital Markets
Experience
JP Morgan Asset Management March 2006 - Present
Morgan Stanley Investment Management 2004 - 2006
Loomis Sayles 1998 - 2004
Ohio Public Employees Retirement System January 1996 - October 1998
Skills
Equities, Capital Markets, Securities, Mutual Funds, Banking
Education
Miami University 1993 — 1995
MBA, Finance
Ohio University 1989 — 1993
BBA, Economics
JP Morgan Asset Management March 2006 - Present
Morgan Stanley Investment Management 2004 - 2006
Loomis Sayles 1998 - 2004
Ohio Public Employees Retirement System January 1996 - October 1998
Skills
Equities, Capital Markets, Securities, Mutual Funds, Banking
Education
Miami University 1993 — 1995
MBA, Finance
Ohio University 1989 — 1993
BBA, Economics
Stephan DeLucca's Morgan Stanley Investment Management Experience December 2008 - May 2011
Job Vice President, CAO Asset Servicing at BNY Mellon
Industry Financial Services
Experience
BNY Mellon September 2013 - Present
BNY Mellon February 2012 - September 2013
DeLucca Management Group - DMG June 2011 - February 2012
Morgan Stanley Investment Management December 2008 - May 2011
FrontPoint Partners / Morgan Stanley Investment Management September 2005 - November 2008
Credit Suisse (CSFB) December 2002 - September 2005
Morgan Stanley Investment Management May 1999 - August 2002
Bear Stearns 1994 - 1998
Skills
Change Management, Project Management, Strategic Planning, Hedge Funds, Finance, Risk Management, Financial Analysis, Portfolio Management, Training, Market Research, New Business Development, ITIL v3 Foundations..., Human Resources, Recruiting, Compensation & Benefits, Salary Negotiations, Team Building, Team Management, Cross-functional Team..., Physical Security, Security Management, Information Security..., Legal Compliance, Internal Controls, Facilities Management, Disaster Recovery, Business Continuity..., Space Management
Education
New York University
BNY Mellon September 2013 - Present
BNY Mellon February 2012 - September 2013
DeLucca Management Group - DMG June 2011 - February 2012
Morgan Stanley Investment Management December 2008 - May 2011
FrontPoint Partners / Morgan Stanley Investment Management September 2005 - November 2008
Credit Suisse (CSFB) December 2002 - September 2005
Morgan Stanley Investment Management May 1999 - August 2002
Bear Stearns 1994 - 1998
Skills
Change Management, Project Management, Strategic Planning, Hedge Funds, Finance, Risk Management, Financial Analysis, Portfolio Management, Training, Market Research, New Business Development, ITIL v3 Foundations..., Human Resources, Recruiting, Compensation & Benefits, Salary Negotiations, Team Building, Team Management, Cross-functional Team..., Physical Security, Security Management, Information Security..., Legal Compliance, Internal Controls, Facilities Management, Disaster Recovery, Business Continuity..., Space Management
Education
New York University
Marty Mooney's Morgan Stanley Investment Management Experience July 2006 - July 2008
Job Vice President at Nova Capital Management
Industry Financial Services
Experience
Nova Capital Management October 2013 - Present
Mooney Capital Advisors January 2013 - Present
Sterling Partners 2011 - 2011
CHS Capital LLC July 2008 - June 2010
Morgan Stanley Investment Management July 2006 - July 2008
Skills
Valuation, Financial Analysis, Mergers, Investments, Financial Modeling, Due Diligence, Finance, Investment Banking
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA), Finance and Entrepreneurship
University of Notre Dame 2003 — 2006
B.B.A, Finance
Nova Capital Management October 2013 - Present
Mooney Capital Advisors January 2013 - Present
Sterling Partners 2011 - 2011
CHS Capital LLC July 2008 - June 2010
Morgan Stanley Investment Management July 2006 - July 2008
Skills
Valuation, Financial Analysis, Mergers, Investments, Financial Modeling, Due Diligence, Finance, Investment Banking
Education
Northwestern University - Kellogg School of Management 2010 — 2012
Master of Business Administration (MBA), Finance and Entrepreneurship
University of Notre Dame 2003 — 2006
B.B.A, Finance
Bosco H. Tang's Morgan Stanley Investment Management Experience February 2002 - November 2002
Job Technical AnalystsIII/Product Support Manager
Industry Information Technology and Services
Experience
Siemens Information Systems Ltd November 2002 - July 2008
Morgan Stanley Investment Management February 2002 - November 2002
Morgan Stanley Investment Management June 2000 - February 2002
American International Group September 1997 - June 2000
Digital Equipment Corporation January 1990 - September 1997
Education
William Paterson University of New Jersey 2009 — 2009
PMP and Graphic Design
New York Institute of Technology 1982 — 1986
Bachelor of Technology, Electro-Mechanical Engineering
Siemens Information Systems Ltd November 2002 - July 2008
Morgan Stanley Investment Management February 2002 - November 2002
Morgan Stanley Investment Management June 2000 - February 2002
American International Group September 1997 - June 2000
Digital Equipment Corporation January 1990 - September 1997
Education
William Paterson University of New Jersey 2009 — 2009
PMP and Graphic Design
New York Institute of Technology 1982 — 1986
Bachelor of Technology, Electro-Mechanical Engineering
Kamlun Shek (石錦麟), PhD, CFA's Morgan Stanley Investment Management Experience August 2004 - May 2010
Job Ramius Alternative Solutions
Industry Investment Management
Experience
Ramius Alternative Solutions June 2010 - Present
Morgan Stanley Investment Management August 2004 - May 2010
Citigroup Asset Management August 2001 - August 2004
FactSet Research Systems Inc. May 2001 - August 2001
Goodyear Tire and Rubber Company September 1998 - May 2001
Education
Rensselaer Polytechnic Institute 1992 — 2001
Ph.D., M.S., M.S., Mechanical Engineering, Computer Science, Mechanics
National Cheng Kung University 1983 — 1990
M.S., B.S., Civil Engineering
Ramius Alternative Solutions June 2010 - Present
Morgan Stanley Investment Management August 2004 - May 2010
Citigroup Asset Management August 2001 - August 2004
FactSet Research Systems Inc. May 2001 - August 2001
Goodyear Tire and Rubber Company September 1998 - May 2001
Education
Rensselaer Polytechnic Institute 1992 — 2001
Ph.D., M.S., M.S., Mechanical Engineering, Computer Science, Mechanics
National Cheng Kung University 1983 — 1990
M.S., B.S., Civil Engineering
Max Mann, CFA, CMT's Morgan Stanley Investment Management Experience June 2007 - August 2007
Job Institutional Equity Sales at Robert W. Baird
Industry Capital Markets
Experience
Robert W. Baird & Co. January 2014 - Present
Robert W. Baird & Co. July 2008 - January 2014
Morgan Stanley Investment Management June 2007 - August 2007
Skills
Investment Banking, Equities, Securities, Investments, Equity Research, Series 7, Financial Modeling, Valuation, Capital Markets, Asset Managment, Portfolio Management, Hedge Funds, Alternative Investments, Financial Analysis, Fixed Income, Equity Valuation, Series 63, Mutual Funds
Education
Northwestern University 2004 — 2008
BA, Economics
Robert W. Baird & Co. January 2014 - Present
Robert W. Baird & Co. July 2008 - January 2014
Morgan Stanley Investment Management June 2007 - August 2007
Skills
Investment Banking, Equities, Securities, Investments, Equity Research, Series 7, Financial Modeling, Valuation, Capital Markets, Asset Managment, Portfolio Management, Hedge Funds, Alternative Investments, Financial Analysis, Fixed Income, Equity Valuation, Series 63, Mutual Funds
Education
Northwestern University 2004 — 2008
BA, Economics
Svetlana (Dvinyaninova) Nagirner, CFA's Morgan Stanley Investment Management Experience 2005 - 2005
Job Cross Asset Marketing Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2013 - Present
JPMorgan Chase March 2010 - January 2013
JPMorgan Chase April 2009 - March 2010
JPMorgan Chase July 2007 - November 2008
JPMorgan Chase December 2006 - July 2007
UBS Wealth Management February 2006 - May 2006
Park Avenue Financial Advisors 2005 - 2006
BNP Paribas June 2004 - January 2005
Morgan Stanley Investment Management 2005 - 2005
Smith Barney September 2002 - August 2003
Skills
Fixed Income, Derivatives, Structured Products, Equity Derivatives
Education
New York University 2003 — 2007
B.S., Finance
JPMorgan Chase January 2013 - Present
JPMorgan Chase March 2010 - January 2013
JPMorgan Chase April 2009 - March 2010
JPMorgan Chase July 2007 - November 2008
JPMorgan Chase December 2006 - July 2007
UBS Wealth Management February 2006 - May 2006
Park Avenue Financial Advisors 2005 - 2006
BNP Paribas June 2004 - January 2005
Morgan Stanley Investment Management 2005 - 2005
Smith Barney September 2002 - August 2003
Skills
Fixed Income, Derivatives, Structured Products, Equity Derivatives
Education
New York University 2003 — 2007
B.S., Finance
Douglas Ladley's Morgan Stanley Investment Management Experience September 2002 - September 2005
Job Supervisor Global Middle Office Equity at Vanguard
Industry Financial Services
Experience
Vanguard March 2012 - Present
STP Investment Services, Inc June 2009 - December 2011
Capmark Finance Inc September 2007 - April 2009
StateStreet Financial Services August 2006 - September 2007
Delaware Investments August 2005 - August 2006
Morgan Stanley Investment Management September 2002 - September 2005
Morgan Stanley Investment Management January 2000 - September 2002
Delaware Investments June 1997 - December 1999
Executive Financial Services May 1994 - August 1994
Skills
Operations, Trading, Investments, Mutual Funds, Goal Oriented, Fixed Income, FX, Settlements, Back Office, Equities, Client Service, Investment Advisory, Middle Office
Education
Muhlenberg College 1993 — 1997
Bachelor of Arts, Economics; Finance
DeSales University, Center
Masters, Business Administration; Finance
LaSalle
Vanguard March 2012 - Present
STP Investment Services, Inc June 2009 - December 2011
Capmark Finance Inc September 2007 - April 2009
StateStreet Financial Services August 2006 - September 2007
Delaware Investments August 2005 - August 2006
Morgan Stanley Investment Management September 2002 - September 2005
Morgan Stanley Investment Management January 2000 - September 2002
Delaware Investments June 1997 - December 1999
Executive Financial Services May 1994 - August 1994
Skills
Operations, Trading, Investments, Mutual Funds, Goal Oriented, Fixed Income, FX, Settlements, Back Office, Equities, Client Service, Investment Advisory, Middle Office
Education
Muhlenberg College 1993 — 1997
Bachelor of Arts, Economics; Finance
DeSales University, Center
Masters, Business Administration; Finance
LaSalle
Pegah Ebrahimi's Morgan Stanley Investment Management Experience June 2006 - December 2007
Job Technology Strategy and COO
Industry Investment Management
Experience
Morgan Stanley 2014 - Present
Morgan Stanley January 2010 - November 2013
SparkBox Toys, LLC June 2011 - October 2013
Morgan Stanley Investment Banking August 2007 - December 2009
Morgan Stanley Investment Management June 2006 - December 2007
Morgan Stanley Investment Banking August 2004 - July 2006
Morgan Stanley Investment Banking July 2003 - 2004
Skills
Start-ups, Investment Banking, Capital Markets, Venture Capital, Corporate Finance, Mergers & Acquisitions, Private Equity, Management, Valuation
Education
Massachusetts Institute of Technology 1998 — 2002
Bachelor of Science (BS)
Morgan Stanley 2014 - Present
Morgan Stanley January 2010 - November 2013
SparkBox Toys, LLC June 2011 - October 2013
Morgan Stanley Investment Banking August 2007 - December 2009
Morgan Stanley Investment Management June 2006 - December 2007
Morgan Stanley Investment Banking August 2004 - July 2006
Morgan Stanley Investment Banking July 2003 - 2004
Skills
Start-ups, Investment Banking, Capital Markets, Venture Capital, Corporate Finance, Mergers & Acquisitions, Private Equity, Management, Valuation
Education
Massachusetts Institute of Technology 1998 — 2002
Bachelor of Science (BS)
Jonathan Terlizzi's Morgan Stanley Investment Management Experience 2002 - Present
Job Executive Director at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management 2002 - Present
Van Kampen Investments 1993 - 2002
Education
Miami University 1989 — 1993
Bachelor of Science, Business Finance
Morgan Stanley Investment Management 2002 - Present
Van Kampen Investments 1993 - 2002
Education
Miami University 1989 — 1993
Bachelor of Science, Business Finance
Robert McCormack's Morgan Stanley Investment Management Experience October 2004 - April 2005
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2005 - Present
Citigroup Asset Management April 2005 - September 2005
Morgan Stanley Investment Management October 2004 - April 2005
New York Life Investment Management September 1999 - October 2004
Skills
Financial Analysis, Fixed Income, Asset Management, Equities, Mutual Funds, Alternative Investments, Investments, Financial Modeling, Valuation, Investment Banking, Hedge Funds, Derivatives, Capital Markets
Education
Montclair State University 1994 — 1999
Bachelor of Science (B.S.), Accounting
Goldman Sachs September 2005 - Present
Citigroup Asset Management April 2005 - September 2005
Morgan Stanley Investment Management October 2004 - April 2005
New York Life Investment Management September 1999 - October 2004
Skills
Financial Analysis, Fixed Income, Asset Management, Equities, Mutual Funds, Alternative Investments, Investments, Financial Modeling, Valuation, Investment Banking, Hedge Funds, Derivatives, Capital Markets
Education
Montclair State University 1994 — 1999
Bachelor of Science (B.S.), Accounting
Sara Sciortino's Morgan Stanley Investment Management Experience June 2000 - June 2010
Job HR Contractor at Invesco US
Industry Logistics and Supply Chain
Experience
Invesco US June 2015 - Present
Parcelite July 2011 - June 2015
Invesco US June 2010 - December 2010
Morgan Stanley Investment Management June 2000 - June 2010
Skills
Performance Management, Employee Relations, Benefits Administration, Recruiting, Human Resources, Onboarding, Succession Planning, HRIS, Talent Management, Employee Benefits, Talent Acquisition, Employee Engagement, Training, Leadership, Change Management, Management
Education
Michigan State University 1992 — 1996
Bachelor of Arts, Business
Invesco US June 2015 - Present
Parcelite July 2011 - June 2015
Invesco US June 2010 - December 2010
Morgan Stanley Investment Management June 2000 - June 2010
Skills
Performance Management, Employee Relations, Benefits Administration, Recruiting, Human Resources, Onboarding, Succession Planning, HRIS, Talent Management, Employee Benefits, Talent Acquisition, Employee Engagement, Training, Leadership, Change Management, Management
Education
Michigan State University 1992 — 1996
Bachelor of Arts, Business
James Logozzo's Morgan Stanley Investment Management Experience 1999 - 2002
Job Project Manager at Cthree Architecture + Design, PC
Industry Architecture & Planning
Experience
Cthree Architecture + Design, PC June 2014 - Present
KM Associates of New York, Inc. August 2013 - June 2014
Wonica Realtors September 2011 - August 2013
Moss & Sayad Architects December 2008 - August 2013
Bricolage Design 2005 - 2008
PJM Architect 2002 - 2005
Morgan Stanley Investment Management 1999 - 2002
Skills
Submittals, Construction Management, Mixed-use, Design Management, Design Research, Architectural Design, Architecture, Construction Drawings, Comprehensive Planning, Green Building, Architectural Drawings, AutoCAD Architecture, Site Planning, Project Portfolio..., Vendor Management
Education
New Jersey Institute of Technology
Cthree Architecture + Design, PC June 2014 - Present
KM Associates of New York, Inc. August 2013 - June 2014
Wonica Realtors September 2011 - August 2013
Moss & Sayad Architects December 2008 - August 2013
Bricolage Design 2005 - 2008
PJM Architect 2002 - 2005
Morgan Stanley Investment Management 1999 - 2002
Skills
Submittals, Construction Management, Mixed-use, Design Management, Design Research, Architectural Design, Architecture, Construction Drawings, Comprehensive Planning, Green Building, Architectural Drawings, AutoCAD Architecture, Site Planning, Project Portfolio..., Vendor Management
Education
New Jersey Institute of Technology
David Polansky's Morgan Stanley Investment Management Experience 1992 - 1997
Job Experienced Sales Management Executive
Industry Financial Services
Experience
BNY Mellon July 2013 - December 2014
BNY Mellon March 2013 - July 2013
BNY Mellon January 2012 - March 2013
BNY Mellon May 2010 - December 2011
US Trust January 2008 - March 2009
JPMorgan Chase March 2000 - March 2005
Morgan Stanley 1998 - 2000
Morgan Stanley Investment Management 1992 - 1997
Accenture 1987 - 1990
Accenture 1987 - 1990
Skills
Wealth Management, Asset Managment, Investment Management, Asset Allocation, Wealth Management..., Fixed Income, Alternative Investments, Management, Hedge Funds, New Business Development, Leadership, Equities, Investments, Mutual Funds, Asset Management, Portfolio Management, Financial Services, Capital Markets
Education
Penn State University 1985 — 1987
MBA, Finance
University of Connecticut 1981 — 1985
BS, Agricultural Engineering
BNY Mellon July 2013 - December 2014
BNY Mellon March 2013 - July 2013
BNY Mellon January 2012 - March 2013
BNY Mellon May 2010 - December 2011
US Trust January 2008 - March 2009
JPMorgan Chase March 2000 - March 2005
Morgan Stanley 1998 - 2000
Morgan Stanley Investment Management 1992 - 1997
Accenture 1987 - 1990
Accenture 1987 - 1990
Skills
Wealth Management, Asset Managment, Investment Management, Asset Allocation, Wealth Management..., Fixed Income, Alternative Investments, Management, Hedge Funds, New Business Development, Leadership, Equities, Investments, Mutual Funds, Asset Management, Portfolio Management, Financial Services, Capital Markets
Education
Penn State University 1985 — 1987
MBA, Finance
University of Connecticut 1981 — 1985
BS, Agricultural Engineering
Maryellen Fazzino's Morgan Stanley Investment Management Experience 2004 - 2008
Job Executive Director at Morgan Stanley Alternative Investment Partners
Industry Investment Management
Experience
Morgan Stanley Alternative Investment Partners September 2008 - Present
Morgan Stanley Investment Management 2004 - 2008
Hartford Investment Management May 2003 - December 2004
Skills
Series 7, Series 63, Alternative Investments, Hedge Funds, Asset Allocation, Asset Managment, Mutual Funds, Equities, Investment Strategies, Investments, Portfolio Management, Investment Management, ETFs, Private Equity, Separately Managed..., Fund Of Funds, Capital Markets, Bonds, Real Estate, Institutional, Endowments, Financial Analysis
Education
New York University 2006 — 2009
MS, Public Relations and Corporate Communications
Providence College 1999 — 2003
BA, English
Morgan Stanley Alternative Investment Partners September 2008 - Present
Morgan Stanley Investment Management 2004 - 2008
Hartford Investment Management May 2003 - December 2004
Skills
Series 7, Series 63, Alternative Investments, Hedge Funds, Asset Allocation, Asset Managment, Mutual Funds, Equities, Investment Strategies, Investments, Portfolio Management, Investment Management, ETFs, Private Equity, Separately Managed..., Fund Of Funds, Capital Markets, Bonds, Real Estate, Institutional, Endowments, Financial Analysis
Education
New York University 2006 — 2009
MS, Public Relations and Corporate Communications
Providence College 1999 — 2003
BA, English
Chris Corrao, DPS's Morgan Stanley Investment Management Experience April 1992 - November 2009
Job Managing Director, State Street Corporation. Investment Management Services
Industry Financial Services
Experience
State Street Corporation November 2009 - Present
Pace University 2008 - 2014
Morgan Stanley Investment Management April 1992 - November 2009
The Vanguard Group 1989 - 1992
Education
Pace University 2008 — 2014
Doctoral of Professional Studies, Management & Economics
University of Pennsylvania 2004 — 2006
Master of Science, Organizational Dynamics
Temple University 1985 — 1989
BBA, Finance & Marketing
Upper Perkiomen High School 1980 — 1984
State Street Corporation November 2009 - Present
Pace University 2008 - 2014
Morgan Stanley Investment Management April 1992 - November 2009
The Vanguard Group 1989 - 1992
Education
Pace University 2008 — 2014
Doctoral of Professional Studies, Management & Economics
University of Pennsylvania 2004 — 2006
Master of Science, Organizational Dynamics
Temple University 1985 — 1989
BBA, Finance & Marketing
Upper Perkiomen High School 1980 — 1984
Christopher W. Vinal's Morgan Stanley Investment Management Experience September 1991 - June 1992
Job Owner, ImacuTech, LLC
Industry Renewables & Environment
Experience
ImacuTech, LLC February 2011 - Present
Sunburst Energy Systems, Inc. June 1987 - February 2011
Morgan Stanley Investment Management September 1991 - June 1992
Skills
Contract Negotiation, Negotiation, Business Development, Employee Benefits, Customer Service, Coordination, Contractors, Energy, Events, HVAC, Leadership, Quality Management, Sustainability, ZigBee, New Business Development, Sales, Construction, Account Management, Management, Selling, B2B, Strategic Planning, Salesforce.com, Project Management, CRM
Education
Penn State University 1991 — 1995
Graduate of SMEAL College of Business, Supply Chain Management
Mike Lemon Casting Company 1999 — 2001
Honors, Cinematography and Film/Video Production
ImacuTech, LLC February 2011 - Present
Sunburst Energy Systems, Inc. June 1987 - February 2011
Morgan Stanley Investment Management September 1991 - June 1992
Skills
Contract Negotiation, Negotiation, Business Development, Employee Benefits, Customer Service, Coordination, Contractors, Energy, Events, HVAC, Leadership, Quality Management, Sustainability, ZigBee, New Business Development, Sales, Construction, Account Management, Management, Selling, B2B, Strategic Planning, Salesforce.com, Project Management, CRM
Education
Penn State University 1991 — 1995
Graduate of SMEAL College of Business, Supply Chain Management
Mike Lemon Casting Company 1999 — 2001
Honors, Cinematography and Film/Video Production
Joseph Ballaera's Morgan Stanley Investment Management Experience VP - Manager FX Operations Middle Ofice SupportJPMorganJune 2004 - January 2008
Job Vice President at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management VP - Manager FX Operations Middle Ofice SupportJPMorganJune 2004 - January 2008
Skills
Fixed Income
Education
Pace University - Lubin School of Business 1982 — 1986
BBA, International Business
Morgan Stanley Investment Management VP - Manager FX Operations Middle Ofice SupportJPMorganJune 2004 - January 2008
Skills
Fixed Income
Education
Pace University - Lubin School of Business 1982 — 1986
BBA, International Business
Doug McGraw's Morgan Stanley Investment Management Experience 2003 - 2008
Job Portfolio Manager at Manulife Asset Management
Industry Investment Management
Experience
Manulife Asset Management March 2013 - Present
Invesco Ltd. December 2009 - March 2013
Morgan Stanley Investment Management 2003 - 2008
Morgan Stanley Investment Management 2001 - 2003
Peace Corps 1999 - 1999
Peace Corps 1996 - 1998
Education
University of Notre Dame - Mendoza College of Business 1999 — 2001
MBA, Investments
Miami University 1990 — 1994
B.S., Finance
Manulife Asset Management March 2013 - Present
Invesco Ltd. December 2009 - March 2013
Morgan Stanley Investment Management 2003 - 2008
Morgan Stanley Investment Management 2001 - 2003
Peace Corps 1999 - 1999
Peace Corps 1996 - 1998
Education
University of Notre Dame - Mendoza College of Business 1999 — 2001
MBA, Investments
Miami University 1990 — 1994
B.S., Finance
Lynne Meehan's Morgan Stanley Investment Management Experience January 2010 - April 2014
Job Director, Marketing Business Strategist at Allianz Global Investors
Industry Investment Management
Experience
Allianz Global Investors April 2014 - Present
Morgan Stanley Investment Management January 2010 - April 2014
Morgan Stanley Investment Management December 2007 - January 2010
Bear Stearns Asset Management August 2005 - November 2007
Goldman Sachs February 1993 - November 2002
Skills
Event Management, Asset Management, Creative Services, Website Development, Investment Banking, Investment Management, Email Marketing, Project Management, Process Improvement, Process Management, Operations Management, Strategic Planning, Marketing Strategy, Asset Managment, Competitive Analysis, Marketing, Management, Strategy, Financial Services, Business Strategy, Marketing Communications
Education
Ohio University
Bachelor of Fine Arts, Graphic Design
Ohio University
Bachelor of Fine Arts (BFA)
Allianz Global Investors April 2014 - Present
Morgan Stanley Investment Management January 2010 - April 2014
Morgan Stanley Investment Management December 2007 - January 2010
Bear Stearns Asset Management August 2005 - November 2007
Goldman Sachs February 1993 - November 2002
Skills
Event Management, Asset Management, Creative Services, Website Development, Investment Banking, Investment Management, Email Marketing, Project Management, Process Improvement, Process Management, Operations Management, Strategic Planning, Marketing Strategy, Asset Managment, Competitive Analysis, Marketing, Management, Strategy, Financial Services, Business Strategy, Marketing Communications
Education
Ohio University
Bachelor of Fine Arts, Graphic Design
Ohio University
Bachelor of Fine Arts (BFA)
Donna Israel's Morgan Stanley Investment Management Experience March 2006 - March 2013
Job Vice President, Senior Manager at HSBC
Industry Financial Services
Experience
HSBC July 2015 - Present
Bessemer Trust April 2013 - June 2015
Morgan Stanley Investment Management March 2006 - March 2013
Prudential Financial - New Jersey January 2000 - March 2006
Department of the Army- Hawaii May 1999 - September 2001
Skills
Equities, Fixed Income, Derivatives, Investments, Bloomberg, Mutual Funds, Risk Management, Structured Products, Wealth Management, Bloomberg Terminal, Fund Of Funds, Asset Management, Alternative Investments, Due Diligence, Investment Management, Hedge Funds
Education
Monmouth University
Bachelor of Arts (B.A.), Sociology
HSBC July 2015 - Present
Bessemer Trust April 2013 - June 2015
Morgan Stanley Investment Management March 2006 - March 2013
Prudential Financial - New Jersey January 2000 - March 2006
Department of the Army- Hawaii May 1999 - September 2001
Skills
Equities, Fixed Income, Derivatives, Investments, Bloomberg, Mutual Funds, Risk Management, Structured Products, Wealth Management, Bloomberg Terminal, Fund Of Funds, Asset Management, Alternative Investments, Due Diligence, Investment Management, Hedge Funds
Education
Monmouth University
Bachelor of Arts (B.A.), Sociology
Jonathan Rabinowitz's Morgan Stanley Investment Management Experience August 2005 - June 2010
Job Managing Director/Portfolio Manager at Highbridge Capital Management
Industry Investment Management
Experience
Highbridge Capital Management April 2014 - Present
Invesco Ltd. June 2010 - April 2014
Morgan Stanley Investment Management August 2005 - June 2010
CIBC World Markets October 2000 - August 2005
Mizuho Financial Group July 1997 - October 2000
Deloitte 1994 - 1997
Deloitte 1994 - 1997
Skills
Asset Managment, Asset Management, Finance, Capital Markets, Fixed Income, Loans
Education
Pace University - Lubin School of Business 1991 — 1994
Pace University-Pleasantville/Briarcliff Campus 1986 — 1991
Highbridge Capital Management April 2014 - Present
Invesco Ltd. June 2010 - April 2014
Morgan Stanley Investment Management August 2005 - June 2010
CIBC World Markets October 2000 - August 2005
Mizuho Financial Group July 1997 - October 2000
Deloitte 1994 - 1997
Deloitte 1994 - 1997
Skills
Asset Managment, Asset Management, Finance, Capital Markets, Fixed Income, Loans
Education
Pace University - Lubin School of Business 1991 — 1994
Pace University-Pleasantville/Briarcliff Campus 1986 — 1991
Angela Panarese's Morgan Stanley Investment Management Experience January 1992 - January 2007
Job Adecco NA USA for Prudential Investment Management
Industry Financial Services
Experience
Adecco NA USA for Prudential Investment Management (Contract) November 2014 - March 2015
Access Staffing, LLC for Allianz Global Investors (Contract) May 2014 - July 2014
Reilly Resource Development for ING Investment Management (Contract) March 2014 - May 2014
Eclaro International, Inc. for Deutsche Bank (DB) Asset Management (Contract) October 2012 - October 2013
The Metropolitan Companies, Inc. for Western Asset Management Company (Contract) November 2011 - May 2012
Citibank, NA March 2010 - September 2011
PineBridge Investments (formerly AIG Investments) June 2007 - November 2009
Morgan Stanley January 1999 - January 2007
Morgan Stanley Investment Management January 1992 - January 2007
Morgan Stanley 1992 - 2007
Skills
Back Office, Microsoft Excel, Mortgage Lending, SAS, Budgets, Investment Strategies, Asset Allocation, Private Equity, Alternative Investments, Equities, Fixed Income, Emerging Markets, Portfolio Management, Series 7, Investments, Financial Services, Mutual Funds, Asset Managment, Hedge Funds, Securities, Investment Management, Strategy, Capital Markets, Bonds, Derivatives, CRM, Bloomberg, Financial Markets, Fund Of Funds, Trading, Business Development, Due Diligence, Finance, RFP, Asset Management, Series 63
Education
New York University, Stern School of Business 2004 — 2006
Master, Finance
New York University 1987 — 1992
BA, Economics
Adecco NA USA for Prudential Investment Management (Contract) November 2014 - March 2015
Access Staffing, LLC for Allianz Global Investors (Contract) May 2014 - July 2014
Reilly Resource Development for ING Investment Management (Contract) March 2014 - May 2014
Eclaro International, Inc. for Deutsche Bank (DB) Asset Management (Contract) October 2012 - October 2013
The Metropolitan Companies, Inc. for Western Asset Management Company (Contract) November 2011 - May 2012
Citibank, NA March 2010 - September 2011
PineBridge Investments (formerly AIG Investments) June 2007 - November 2009
Morgan Stanley January 1999 - January 2007
Morgan Stanley Investment Management January 1992 - January 2007
Morgan Stanley 1992 - 2007
Skills
Back Office, Microsoft Excel, Mortgage Lending, SAS, Budgets, Investment Strategies, Asset Allocation, Private Equity, Alternative Investments, Equities, Fixed Income, Emerging Markets, Portfolio Management, Series 7, Investments, Financial Services, Mutual Funds, Asset Managment, Hedge Funds, Securities, Investment Management, Strategy, Capital Markets, Bonds, Derivatives, CRM, Bloomberg, Financial Markets, Fund Of Funds, Trading, Business Development, Due Diligence, Finance, RFP, Asset Management, Series 63
Education
New York University, Stern School of Business 2004 — 2006
Master, Finance
New York University 1987 — 1992
BA, Economics
Maureen O'Toole's Morgan Stanley Investment Management Experience June 2012 - Present
Job Managing Director, Alternative Investments Private Client Sales Head at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management June 2012 - Present
K2 Advisors 2010 - October 2012
Citigroup March 1993 - March 2010
Morgan Stanley Smith Barney 1994 - 2002
Education
Northwestern University - Kellogg School of Management
MBA, Finance
Morgan Stanley Investment Management June 2012 - Present
K2 Advisors 2010 - October 2012
Citigroup March 1993 - March 2010
Morgan Stanley Smith Barney 1994 - 2002
Education
Northwestern University - Kellogg School of Management
MBA, Finance
Joshua Acheatel's Morgan Stanley Investment Management Experience June 2015 - August 2015
Job JD/MBA Candidate at NYU
Industry Financial Services
Experience
New York University August 2012 - Present
Morgan Stanley Investment Management June 2015 - August 2015
The Carlyle Group - Metropolitan Real Estate September 2014 - May 2015
Wachtell, Lipton, Rosen & Katz May 2014 - August 2014
Pennrose May 2013 - August 2013
RBC Capital Markets August 2010 - July 2012
Morgan Stanley May 2009 - August 2009
Worldwide Capital May 2007 - July 2007
Skills
Fixed Income, Financial Modeling, Corporate Finance
Education
NYU School of Law 2012 — 2016
Doctor of Law (JD)
NYU Stern School of Business 2012 — 2016
Master of Business Administration (MBA)
University of Pennsylvania 2006 — 2010
New York University August 2012 - Present
Morgan Stanley Investment Management June 2015 - August 2015
The Carlyle Group - Metropolitan Real Estate September 2014 - May 2015
Wachtell, Lipton, Rosen & Katz May 2014 - August 2014
Pennrose May 2013 - August 2013
RBC Capital Markets August 2010 - July 2012
Morgan Stanley May 2009 - August 2009
Worldwide Capital May 2007 - July 2007
Skills
Fixed Income, Financial Modeling, Corporate Finance
Education
NYU School of Law 2012 — 2016
Doctor of Law (JD)
NYU Stern School of Business 2012 — 2016
Master of Business Administration (MBA)
University of Pennsylvania 2006 — 2010
Marybeth Swisher's Morgan Stanley Investment Management Experience 2005 - 2010
Job Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch January 2011 - Present
Merrill Lynch Wealth Management 2011 - February 2011
Morgan Stanley Investment Management 2005 - 2010
Morgan Stanley 2002 - 2005
Morgan Stanley Investment Management 1999 - 2002
Dean Witter Intercapital 1996 - 1999
Nuveen Investments 1991 - 1996
US Healthcare 1989 - 1991
Thomson McKinnon Securities 1988 - 1989
Nuveen Investments 1987 - 1988
Skills
Hedge Funds, Financial Advisory, Separately Managed..., Investment Management, Private Equity, Series 63, Securities, Series 24, Asset Managment, Asset Allocation, Wealth Management, Retirement Planning
Education
Penn State University
B.A., Journalism, Business minor
Merrill Lynch January 2011 - Present
Merrill Lynch Wealth Management 2011 - February 2011
Morgan Stanley Investment Management 2005 - 2010
Morgan Stanley 2002 - 2005
Morgan Stanley Investment Management 1999 - 2002
Dean Witter Intercapital 1996 - 1999
Nuveen Investments 1991 - 1996
US Healthcare 1989 - 1991
Thomson McKinnon Securities 1988 - 1989
Nuveen Investments 1987 - 1988
Skills
Hedge Funds, Financial Advisory, Separately Managed..., Investment Management, Private Equity, Series 63, Securities, Series 24, Asset Managment, Asset Allocation, Wealth Management, Retirement Planning
Education
Penn State University
B.A., Journalism, Business minor
Andrew Tassani's Morgan Stanley Investment Management Experience April 2000 - April 2008
Job Program Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF May 2012 - Present
Morgan Stanley Smith Barney April 2008 - May 2012
Morgan Stanley Investment Management April 2000 - April 2008
Salomon Smith Barney 1994 - 2000
United States Navy 1985 - 1990
Skills
Mutual Funds, Asset Managment, SDLC, Fixed Income, Equities, Business Analysis, Risk Management, Portfolio Management, Vendor Management, Financial Services, Securities, Software Project...
Education
Pace University 2006 — 2008
Master of Science, Information Systems
Pace University
Bachelor of Science, Computer Science
TIAA-CREF May 2012 - Present
Morgan Stanley Smith Barney April 2008 - May 2012
Morgan Stanley Investment Management April 2000 - April 2008
Salomon Smith Barney 1994 - 2000
United States Navy 1985 - 1990
Skills
Mutual Funds, Asset Managment, SDLC, Fixed Income, Equities, Business Analysis, Risk Management, Portfolio Management, Vendor Management, Financial Services, Securities, Software Project...
Education
Pace University 2006 — 2008
Master of Science, Information Systems
Pace University
Bachelor of Science, Computer Science
Debmalya Ghosh's Morgan Stanley Investment Management Experience February 2014 - Present
Job Integration Engineer at Morgan Stanley Investment Management
Industry Computer Software
Experience
Morgan Stanley Investment Management February 2014 - Present
Morgan Stanley Smith Barney September 2010 - December 2013
UPS 2004 - 2010
Tata Infotech 1996 - 2003
Tata Infotech 1996 - 2003
Skills
Unix, SDLC, SQL, Agile Methodologies, Integration, Software Development, Requirements Analysis, SOA, XML, Java, Perl, Oracle, Microsoft SQL Server, Enterprise Architecture, Software Project..., Web Services, Java Enterprise Edition, C#, DB2, Linux
Education
Nagpur University
BE, Computer Science
Morgan Stanley Investment Management February 2014 - Present
Morgan Stanley Smith Barney September 2010 - December 2013
UPS 2004 - 2010
Tata Infotech 1996 - 2003
Tata Infotech 1996 - 2003
Skills
Unix, SDLC, SQL, Agile Methodologies, Integration, Software Development, Requirements Analysis, SOA, XML, Java, Perl, Oracle, Microsoft SQL Server, Enterprise Architecture, Software Project..., Web Services, Java Enterprise Edition, C#, DB2, Linux
Education
Nagpur University
BE, Computer Science
Eric Riehl's Morgan Stanley Investment Management Experience May 1998 - Present
Job Vice President, Finance at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management May 1998 - Present
SEI August 1993 - May 1998
Vanguard May 1990 - August 1993
Skills
Asset Management, Alternative Investments, Equities, Investments, Mutual Funds, Hedge Funds, Financial Services, Fixed Income, Portfolio Management, Financial Analysis
Education
Penn State University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing
Morgan Stanley Investment Management May 1998 - Present
SEI August 1993 - May 1998
Vanguard May 1990 - August 1993
Skills
Asset Management, Alternative Investments, Equities, Investments, Mutual Funds, Hedge Funds, Financial Services, Fixed Income, Portfolio Management, Financial Analysis
Education
Penn State University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Marketing
Christian Stadlinger, PhD, CFA's Morgan Stanley Investment Management Experience April 1989 - July 1996
Job Senior Portfolio Manager at Columbia Management
Industry Financial Services
Experience
Columbia Management Managing Director, Portfolio ManagerBlackRockJuly 1996 - March 2001
Morgan Stanley Investment Management April 1989 - July 1996
Education
Northwestern University 1984 — 1989
Ph.D., Economics
Universtity of Vienna, Austria 1980 — 1984
Mag. rer. soc. oec., Economics, Computer Science
Columbia Management Managing Director, Portfolio ManagerBlackRockJuly 1996 - March 2001
Morgan Stanley Investment Management April 1989 - July 1996
Education
Northwestern University 1984 — 1989
Ph.D., Economics
Universtity of Vienna, Austria 1980 — 1984
Mag. rer. soc. oec., Economics, Computer Science
Josiane Laforest's Morgan Stanley Investment Management Experience
Job Senior Associate at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management
Skills
Asset Management
Education
Pace University
Master of Science (MS), Information Systems/CRM
Walsh University
Bachelor of Arts (B.A.), Finance, General
Morgan Stanley Investment Management
Skills
Asset Management
Education
Pace University
Master of Science (MS), Information Systems/CRM
Walsh University
Bachelor of Arts (B.A.), Finance, General
Kimberly Ishwar's Morgan Stanley Investment Management Experience June 1996 - January 1999
Job Executive Director at Kenton Nursing and Rehabilitation Center
Industry Hospital & Health Care
Experience
Kenton Nursing and Rehabilitation Center July 2014 - September 2015
University Park Skilled Nursing and Rehabilitation November 2013 - June 2014
Highbanks Care Center June 2013 - October 2013
Sarah Moore Delaware OH February 2013 - June 2013
National Church Residences April 2012 - December 2012
Extendicare October 2005 - June 2012
JPMorgan Chase January 1999 - March 2012
Morgan Stanley Investment Management June 1996 - January 1999
Prudential Financial 1988 - 1996
Skills
LPN, LNHA, MDS 3.0, Budget - Actuals vs Plan, Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, Photoshop, Public Speaking, Bloomberg Terminal, Healthcare Management, Organizational Behavior, Plan of Correction, Crisis Management, Census, Marketing Strategy, Medicare, Medicaid, CPAN, Admissions, Training, Nursing, Leadership
Education
The University of Akron
Master of Business Administration (MBA), Health/Health Care Administration/Management
The Ohio State University - The Max M. Fisher College of Business 2012 — 2012
State of Ohio Licensed Nursing Home Administrator, Board of Nursing Home Administrators Core of Knowledge
Columbus Public School of Nursing 2003 — 2005
Certificate, Licensed Practical/Vocational Nurse Training
New Jersey City University 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Kenton Nursing and Rehabilitation Center July 2014 - September 2015
University Park Skilled Nursing and Rehabilitation November 2013 - June 2014
Highbanks Care Center June 2013 - October 2013
Sarah Moore Delaware OH February 2013 - June 2013
National Church Residences April 2012 - December 2012
Extendicare October 2005 - June 2012
JPMorgan Chase January 1999 - March 2012
Morgan Stanley Investment Management June 1996 - January 1999
Prudential Financial 1988 - 1996
Skills
LPN, LNHA, MDS 3.0, Budget - Actuals vs Plan, Microsoft Excel, Microsoft Word, PowerPoint, Research, Outlook, Photoshop, Public Speaking, Bloomberg Terminal, Healthcare Management, Organizational Behavior, Plan of Correction, Crisis Management, Census, Marketing Strategy, Medicare, Medicaid, CPAN, Admissions, Training, Nursing, Leadership
Education
The University of Akron
Master of Business Administration (MBA), Health/Health Care Administration/Management
The Ohio State University - The Max M. Fisher College of Business 2012 — 2012
State of Ohio Licensed Nursing Home Administrator, Board of Nursing Home Administrators Core of Knowledge
Columbus Public School of Nursing 2003 — 2005
Certificate, Licensed Practical/Vocational Nurse Training
New Jersey City University 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Nicole Livelli's Morgan Stanley Investment Management Experience 2004 - 2012
Job Investment Management Professional
Industry Investment Management
Experience
Morgan Stanley Investment Management 2004 - 2012
Skills
Management, Mutual Funds, Finance, Leadership, Transfer Agency
Education
University of Phoenix 2002 — 2004
Masters Degree, Business, Management, Marketing, and Related Support Services
Montclair State University 1990 — 1994
Bachelor's Degree, Psychology
Morgan Stanley Investment Management 2004 - 2012
Skills
Management, Mutual Funds, Finance, Leadership, Transfer Agency
Education
University of Phoenix 2002 — 2004
Masters Degree, Business, Management, Marketing, and Related Support Services
Montclair State University 1990 — 1994
Bachelor's Degree, Psychology
Steven J. Kelly, CFA's Morgan Stanley Investment Management Experience 1996 - 1997
Job Business Manager at Bloomberg LP
Industry Investment Banking
Experience
Bloomberg LP April 2014 - Present
Goldman Sachs 2010 - December 2013
Goldman Sachs 2003 - 2010
Goldman Sachs 2001 - 2003
Morgan Stanley 1997 - 2001
Morgan Stanley Investment Management 1996 - 1997
Scudder Investments 1992 - 1995
Scudder Investments 1987 - 1992
Scudder Investments 1982 - 1987
Skills
Derivatives, Securities, Middle Office, CRM, Electronic Trading, Business Process..., Settlement, Investment Banking, Fixed Income, Trading Systems, Capital Markets, Equities, Budgets & Forecasts, Legal & Compliance, P&L Management, Business Development, Strategic Planning, investment bank, P&L, Talent Management, Legal and Compliance, Project Management, Leadership, Mentoring, Operations Management, Financial Services
Education
Merrimack College 1977 — 1981
Bachelor of Arts (B.A.), Biology, General
Bloomberg LP April 2014 - Present
Goldman Sachs 2010 - December 2013
Goldman Sachs 2003 - 2010
Goldman Sachs 2001 - 2003
Morgan Stanley 1997 - 2001
Morgan Stanley Investment Management 1996 - 1997
Scudder Investments 1992 - 1995
Scudder Investments 1987 - 1992
Scudder Investments 1982 - 1987
Skills
Derivatives, Securities, Middle Office, CRM, Electronic Trading, Business Process..., Settlement, Investment Banking, Fixed Income, Trading Systems, Capital Markets, Equities, Budgets & Forecasts, Legal & Compliance, P&L Management, Business Development, Strategic Planning, investment bank, P&L, Talent Management, Legal and Compliance, Project Management, Leadership, Mentoring, Operations Management, Financial Services
Education
Merrimack College 1977 — 1981
Bachelor of Arts (B.A.), Biology, General
Elizabeth stiff's Morgan Stanley Investment Management Experience November 1989 - November 2013
Job
Industry
Experience
Morgan Stanley Investment Management November 1989 - November 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Sales, Leadership, Training
Education
Meredith College 1983 — 1987
Bachelor of Arts (B.A.)
Morgan Stanley Investment Management November 1989 - November 2013
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, Sales, Leadership, Training
Education
Meredith College 1983 — 1987
Bachelor of Arts (B.A.)
Joshua Steinberg's Morgan Stanley Investment Management Experience
Job Financial Advisor at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management
Skills
Investments, Retirement Planning, Alternative Investments, Portfolio Management, Securities, Financial Advisory, Series 7, Asset Management, Mutual Funds, Fixed Income, Equities, Investment Strategies, Asset Allocation, Investment Advisory, Strategic Financial..., Hedge Funds, Wealth Management, Bonds
Education
MIT
UMass Boston
Bachelor of Applied Science (B.A.Sc.), Organic Chemistry
Morgan Stanley Investment Management
Skills
Investments, Retirement Planning, Alternative Investments, Portfolio Management, Securities, Financial Advisory, Series 7, Asset Management, Mutual Funds, Fixed Income, Equities, Investment Strategies, Asset Allocation, Investment Advisory, Strategic Financial..., Hedge Funds, Wealth Management, Bonds
Education
MIT
UMass Boston
Bachelor of Applied Science (B.A.Sc.), Organic Chemistry
Geraldine Rivera's Morgan Stanley Investment Management Experience August 2011 - Present
Job Complex Service Manager at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management August 2011 - Present
Bank of America Merrill Lynch September 2007 - August 2011
Education
University of Miami 2014 — 2015
Master of Business Administration (MBA), Finance, General
Pace University 1999 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Morgan Stanley Investment Management August 2011 - Present
Bank of America Merrill Lynch September 2007 - August 2011
Education
University of Miami 2014 — 2015
Master of Business Administration (MBA), Finance, General
Pace University 1999 — 2002
Bachelor of Business Administration (B.B.A.), Accounting and Finance