Morgan Stanley Investment Management

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Morgan Stanley Investment Management Employees

Employee
Years
Job
Industry
Andrea Sills Andrea Sills Pine, Arizona Details
Andrea Sills's Morgan Stanley Investment Management Experience May 1986 - Present
Job Senior Registered Service Associate at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   May 1986 - Present

Skills
Management, Investments

Education
Phoenix College
Fashion Merchandising

Matt Sizemore Matt Sizemore Richmond, Virginia Details
Matt Sizemore's Morgan Stanley Investment Management Experience June 2011 - August 2011
Job Customer Care Team Lead at The Goulet Pen Company
Industry Retail
Experience
The Goulet Pen Company   April 2014 - Present
Retiring by Design   2013 - 2014
Egolf Tarheel Tour   June 2013 - September 2013
Morgan Stanley Investment Management   June 2011 - August 2011

Skills
Market Research, Marketing, Advertising, Sales, Editing, Finance, Wealth Management, Product Launch, Leadership, Financial Advisory, Marketing Research, Customer Service, Team Building

Education
Presbyterian College   2009 — 2013
Business Administration, Management and Economics

Emily Huff Emily Huff Greater Philadelphia Area Details
Emily Huff's Morgan Stanley Investment Management Experience 2012 - Present
Job Content Management Specialist at Morgan Stanley Investment Management
Industry Oil & Energy
Experience
Morgan Stanley Investment Management   2012 - Present
Sunoco, Inc  April 2009 - September 2012
Sunoco, Inc.   September 2006 - April 2009
Sunoco Inc  September 2006 - April 2009
Sunoco Inc  September 2005 - September 2006

Skills
Variance Analysis, Financial Reporting, Corporate Finance, Process Improvement, Business Analysis, Microsoft Excel, Accounting

Education
PENN STATE
B.A, English

Penn State University   1999 — 2003
Bachelors of Art, English

Montoursville Area High School   1996 — 1999

Ira Cox Ira Cox Charlotte, North Carolina Area Details
Ira Cox's Morgan Stanley Investment Management Experience August 2014 - Present
Job Vice President, Regional Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   August 2014 - Present
Allianz Global Investors/PIMCO   January 2001 - August 2014
Nicholas Applegate  June 1997 - January 2001
Alex. Brown & Sons   1993 - 1997

Skills
Investments, Strategy, Securities, Equities, Fixed Income, Risk Management, Finance, Retirement Planning, Leadership, Management, Financial Advisory, Due Diligence, Program Management, 401k, Series 6, Series 7, Asset Management, Asset Allocation, Series 65, Asset Managment, Alternative Investments, Sales Management, Series 63, Portfolio Management, Series 24

Education
Queens University of Charlotte
Master of Business Administration (M.B.A.), Accounting and Finance

Towson University
Bachelors of Science, Business Administration / Finance Concentration

University of Pennsylvania - The Wharton School   2003 — 2004
Certified Investment Management Analyst, Finance, CIMA Designation

University of Pennsylvania - The Wharton School   2007 — 2008
Certified Private Wealth Advisor CPWA (R), Estate Planning and Taxation, CPWA Designation

John T. Szwed, CRPC®, Financial Consultant John T. Szwed, CRPC®, Financial Consultant Raleigh-Durham, North Carolina Area Details
John T. Szwed, CRPC®, Financial Consultant's Morgan Stanley Investment Management Experience 2006 - 2010
Job Peery Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  September 2013 - Present
Merrill Lynch Wealth Management  2010 - 2013
Morgan Stanley Investment Management   2006 - 2010

Skills
Investments, Financial Services, Retirement Planning, Retirement, Finance, Mutual Funds, Risk Management, Insurance, 401k, Financial Advisory, IRAs, Financial Planners, Fixed Annuities, Bonds, Asset Allocation, Financial Analysis, Alternative Investments, Variable Annuities, Long Term Care Insurance, Institutional..., Fund Of Funds, Qualified Retirement..., ETFs, Investment Planning

Education
Rider University   2001 — 2003
Master of Business Administration (MBA), Corporate Finance

Rider University   1984 — 1988
Bachelor of Science (BS), Finance

Carol Hydovitz Carol Hydovitz New York, New York Details
Carol Hydovitz's Morgan Stanley Investment Management Experience 2001 - 2007
Job Executive and Personal Assistant to the Chief Financial Officer at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC  May 2013 - Present
Roundtable Investment Partners   September 2008 - April 2013
Roundtable Investment Partners & Carleon Capital Partners  September 2008 - April 2013
Berenson & Company  October 2007 - September 2008
Morgan Stanley Investment Management   2001 - 2007
Barnes & Noble College  September 1995 - February 2001

Skills
Microsoft Excel, Event Planning, Strategic Planning, Public Speaking, Customer Service, Fundraising, Financial Analysis, Budgets, Social Media, Nonprofits, Management, Organizational..., Vendor Management, Office Management, Microsoft Office, Microsoft Word, Outlook, PowerPoint, Contract Negotiation, BoadEx, QuickBooks, Process Improvement, Concur, CRM databases, Access, Calendars

Education
Simmons College
B.A., Business Management

Winchester Thurston

Jamie Kujawski Jamie Kujawski Annapolis, Maryland Details
Jamie Kujawski's Morgan Stanley Investment Management Experience 1997 - 2009
Job Senior VP Investments UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  2009 - Present
Morgan Stanley Investment Management   1997 - 2009

Education
Roanoke College   1985 — 1989

Corwin Nunez Corwin Nunez Greater New York City Area Details
Corwin Nunez's Morgan Stanley Investment Management Experience June 2000 - October 2003
Job Business Systems Analyst III
Industry Information Technology and Services
Experience
United One Equities, LLC   June 2012 - March 2014
Las Vegas Motor Speedway  September 2009 - May 2012
The Selling Source LLC   June 2007 - September 2008
Wells Fargo Securities (formerly Wachovia Securities)   May 2006 - December 2006
Bank of America Merrill Lynch (formerly Banc of America Securities)   June 2005 - December 2005
JPMorgan Chase  July 2004 - May 2005
Pfizer  December 2003 - June 2004
Morgan Stanley Investment Management   June 2000 - October 2003

Skills
Business Requirements, Business Analysis, Business Process, Visio, SDLC, Requirements Gathering, Microsoft SQL Server, Vendor Management, Agile Methodologies, Functional..., Software Project..., SQL, User Acceptance Testing, Enterprise Software, Business Process Design, Access, Business Intelligence, Software Development, Requirements Analysis, Software Documentation, SharePoint, Disaster Recovery, Databases, Business Process..., Quality Assurance

Education
Rutgers, The State University of New Jersey-New Brunswick   1994 — 1999
Bachelor of Science (B.S.), Administration of Justice & Philosophy

Ramapo College of New Jersey
Master of Business Administration (M.B.A.)

Rene Madden Rene Madden Greater New York City Area Details
Rene Madden's Morgan Stanley Investment Management Experience July 1993 - September 2011
Job Executive Director Head of Client Account Management at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management   March 2015 - Present
Schroders  September 2012 - March 2015
Morgan Stanley  September 2011 - August 2012
Morgan Stanley Investment Management   July 1993 - September 2011
1838 Investment Advisors  1988 - 1993

Skills
Process Improvement, Project Management, Client Service Oriented, Emerging Markets, Equities, Broker-Dealer, Fixed Income, Portfolio Management, Establishing New..., Transition Management, Market Registration, Investment Management, Series 7, Derivatives, Financial Services, Investment Strategies, Mutual Funds, Asset Allocation, Asset Managment, Alternative Investments, Asset Management, ETFs, Fund Of Funds, Options, Bloomberg, Middle Office, Prime Brokerage, Fund Administration, Bonds, Trading, Capital Markets, Series 63, Investment Banking, Valuation, Corporate Actions, Global Custody, Financial Markets, Equity Derivatives, Hedge Funds, Back Office, Settlement, Electronic Trading, Swaps, Structured Products, Equity Trading, Fund Accounting, FINRA, Equity Research, Trading Systems, FX Options

Education
Saint Joseph's University   1988 — 1993
BS, Accounting

Eileen Chen Eileen Chen Greater New York City Area Details
Eileen Chen's Morgan Stanley Investment Management Experience June 2011 - August 2011
Job Investment Analyst at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group  March 2015 - Present
Lazard  June 2013 - 2015
Morgan Stanley  June 2012 - August 2012
Morgan Stanley Investment Management   June 2011 - August 2011

Skills
Capital Markets, Financial Modeling, Fixed Income, Investment Banking, Microsoft Excel, Bloomberg, Corporate Finance, Data Analysis, Economics, Equities, Finance, Financial Analysis, Investments, Mutual Funds, Valuation

Education
Princeton University   2008 — 2013
Bachelor of Science, Operations Research and Financial Engineering

Texas Academy of Math and Science   2006 — 2008

Natasha Kassian Natasha Kassian Greater New York City Area Details
Natasha Kassian's Morgan Stanley Investment Management Experience May 1999 - December 2003
Job Global Head of Corporate and Regulatory Compliance, Deputy Chief Compliance Officer at Millennium PartnersI
Industry Law Practice
Experience
Millennium Partners, L.P.   July 2011 - Present
Rothschild Inc.  December 2009 - July 2011
Dwight Asset Management Company LLC   March 2005 - December 2008
Schulte Roth & Zabel LLP  July 2004 - February 2005
UBS Global Asset Management  December 2003 - July 2004
Morgan Stanley Investment Management   May 1999 - December 2003
Paul, Weiss, Rifkind, Wharton & Garrison LLP   January 1998 - May 1999
U.S. Court of Appeals   November 1996 - November 1997
Dreyfus  May 1994 - October 1996
Pan Am/Pan Am Shuttle, SAA, New York Air, Business Express/Pilgrim   July 1982 - May 1994

Skills
Hedge Funds, Asset Management, Compliance, Securities Law, Securities, Alternative Investments, AML, Fixed Income, Private Equity, Corporate Governance, Capital Markets, Due Diligence, FINRA, Investments, Mutual Funds, Investment Management, Investment Advisers Act, Equities, Derivatives, Investment Company Act, Financial Regulation, Dodd-Frank, ISDA, Prime Brokerage, Asset Managment, Corporate Law, Securities Regulation, KYC, Structured Products, Investment Banking, USA PATRIOT Act, Investment Strategies, Operational Risk, Financial Risk, MBS, Risk Management, Series 7, Financial Services, Fund Of Funds, Bonds, OFAC, Investment Advisory, Options, Series 24, ETFs, Financial Markets, Broker-Dealer

Education
St. John's University School of Law   1992 — 1996
Juris Doctor, Law

Queens College   1988 — 1992
B.A., Dual major Economics and Accounting

Ranna McNeil-Reeser Ranna McNeil-Reeser York, Pennsylvania Area Details
Ranna McNeil-Reeser's Morgan Stanley Investment Management Experience January 1999 - January 2001
Job Chemist
Industry Pharmaceuticals
Experience
Eurofins Group  December 2014 - Present
ALS Environmental - North America  February 2013 - October 2014
Lab Support, a division of On Assignment  October 2012 - February 2013
Read & Company Architects, Inc.   August 2001 - October 2012
Penn State University, York  
 
Codorus Creek Restoration Efficacy Program   May 2004 - May 2005
Morgan Stanley Investment Management   January 1999 - January 2001

Skills
PCR, Gel Electrophoresis, Cell Culture, Technical Writing, Field Work, Enzyme Assays, IR spectroscopy, Microscopy, Microsoft Excel, Microsoft Office, Office Management, Office Equipment, Front Office, Office Administration, Account Management, Staff Supervision, Laboratory Equipment, Laboratory Skills, QuickBooks, Accounts Payable, Accounts Receivable, Accounts Software, Chromatography, HPLC, Chemistry, Laboratory, Data Analysis, Research, Environmental Science, Analysis, SOP, GMP, Molecular Biology

Education
Penn State University   2003 — 2008
Bachelor of Science (BS), Life Science, 3.35

Kevin Brady Kevin Brady Greater New York City Area Details
Kevin Brady's Morgan Stanley Investment Management Experience January 2014 - Present
Job Vice President, Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   January 2014 - Present
Morgan Stanley Investment Management   March 2011 - January 2014
Morgan Stanley Investment Management   June 2007 - March 2011
SEI Investments  July 2006 - June 2007

Skills
Series 7, Series 6, Series 63, Liquidity, Fixed Income, Mutual Funds, Hedge Funds, Alternative Investments, Equities, Asset Management, Securities, Investment Management

Education
Saint Joseph's University - Erivan K. Haub School of Business   2010 — 2013
Master of Business Administration (MBA), Finance

Philadelphia University   2002 — 2006
Finance, Dual Major in Finance & MIS

Margaret Tait Margaret Tait New York, New York Details
Margaret Tait's Morgan Stanley Investment Management Experience June 2014 - Present
Job Real Estate Investing Analyst at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley Investment Management   June 2014 - Present
Princeton Campus Recreation   May 2012 - May 2014
Morgan Stanley Investment Management   June 2013 - August 2013
Broadstone Real Estate   June 2012 - September 2012
Broadstone Real Estate   June 2011 - August 2011

Skills
Microsoft Excel, PowerPoint, Underwriting, Analytics, Real Estate, Commercial Real Estate, Market Research, Financial Modeling, Management

Education
Princeton University   2010 — 2014
Bachelor of Arts, Economics, Cum Laude

Leysin American School in Switzerland   2007 — 2010

Elena Boeva Elena Boeva New York, New York Details
Elena Boeva's Morgan Stanley Investment Management Experience January 2006 - May 2007
Job Business Risk Management at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners  2013 - Present
GAIM Cayman Ops 2015 Roundtable   April 2015 - April 2015
Canadian Annual Derivatives Conference 2015   2015 - 2015
Skytop Strategies Conference Panel   2015 - 2015
Managed Funds Association Conference - Network 2014   January 2014 - January 2014
Towers Watson  February 2013 - May 2013
Ontario Teachers' Pension Plan  October 2007 - January 2013
Morgan Stanley Investment Management   January 2006 - May 2007
Ernst & Young  2002 - 2006

Skills
Operational Due..., Hedge Funds, Operational Risk..., Alternative Investments, Managed Accounts, Asset Management, Investor Relations, Institutional Investors, Project Management, Fund Of Funds, Separately Managed..., Asset Managment, Institutional..., Managing Accounts, Capital Markets, Investment Management

Education
Wake Forest University   2000 — 2002
MS, Accounting

Salem College   1996 — 2000
BA, Business Administration and Economics

Jessica Bloodworth Perdomo Jessica Bloodworth Perdomo Greater New York City Area Details
Jessica Bloodworth Perdomo's Morgan Stanley Investment Management Experience March 2005 - April 2013
Job Vice President Pershing LLC, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company  June 2015 - Present
Park Avenue Securities  December 2014 - June 2015
Morgan Stanley Investment Management   March 2005 - April 2013
AllianceBernstein  October 1995 - March 2005

Skills
Mutual Funds, Operations Management, Process Improvement, Management Reporting, Contract Negotiation, Mergers & Acquisitions, Conversions, Fund Launches, Services Management, Client Relations Skills, Insurance and Bank..., Contract Development, Goal Oriented, Sales Reporting, Employee Training, Financial Audits, Risk Management, Global Regulatory..., Customer Service, Employee Performance..., Team Management, Transfer Agency, Institutional, Retail Funds, Liquidity Funds, Due Diligence, Fixed Income, Equities, Management, Banking, Leadership, Budgets

Education
Ramapo College of New Jersey   1991 — 1995
BS, Business Administration

Benjamin S. Littman, CFP® Benjamin S. Littman, CFP® Greater San Diego Area Details
Benjamin S. Littman, CFP®'s Morgan Stanley Investment Management Experience May 2005 - September 2005
Job Director of Trading at Pure Financial Advisors, Inc.
Industry Financial Services
Experience
Pure Financial Advisors  June 2010 - Present
Pure Financial Advisors  June 2012 - Present
Pure Financial Advisors  June 2010 - Present
Pure Financial Advisors  August 2007 - Present
Pure Financial Advisors  January 2008 - June 2010
Pure Financial Advisors  August 2007 - June 2010
Morgan Stanley Investment Management   May 2005 - September 2005

Skills
Mutual Funds, Cash Flow, Financial Planning, Integration, Decision Support, Time Management, Dashboard, Portfolio Management, Asset Allocation, Trading, Strategic Financial..., Retirement Planning, Wealth Management, Microsoft Excel, Asset Management, VBA, Business Intelligence, Business Analysis, Data Mining, Analytics, Application Development, Money Management, SaaS, Excel, Cash Flow Management, Report Generation, Dashboards, Information..., Pivot Tables, Force.com, Product Innovation

Education
San Diego State University-California State University   2008 — 2010
MBA

San Diego State University-California State University   2005 — 2007
Personal Financial Planning Certificate

San Diego State University-California State University   2003 — 2007
BS, Financial Services

Dennis McCabe Dennis McCabe Greater Philadelphia Area Details
Dennis McCabe's Morgan Stanley Investment Management Experience June 2010 - Present
Job Executive Director at Morgan Stanley Alternative Investment Partners
Industry Investment Management
Experience
Morgan Stanley Investment Management   June 2010 - Present
Morgan Stanley Investment Management   January 2006 - August 2010

Skills
Alternative Investments, Hedge Funds, Private Equity, Fund Of Funds

Education
Rider University   2000 — 2004

Kimberly Peterson, CFA Kimberly Peterson, CFA Greater Philadelphia Area Details
Kimberly Peterson, CFA's Morgan Stanley Investment Management Experience 1996 - 1998
Job Founder at Open Architecture Consulting LLC
Industry Financial Services
Experience
Open Architecture Consulting LLC   April 2011 - Present
Ashbridge Investment Management  2000 - 2010
Kalson & Associates   1998 - 2000
Morgan Stanley Investment Management   1996 - 1998
Hamilton & Company  1992 - 1995

Skills
Investments, Alternative Investments, Hedge Funds, Equities, Asset Managment, Asset Allocation, Portfolio Management, Investment Strategies, Fixed Income, Mutual Funds, Private Equity, Valuation, Wealth Management, Financial Analysis, Investment Advisory, Capital Markets

Education
Rider University   1995 — 1997
Master of Business Administration (MBA)

Rider University   1988 — 1992
Bachelor of Science (BS), Finance, Summa cum laude

Nancy Karole Kennedy Nancy Karole Kennedy Greater New York City Area Details
Nancy Karole Kennedy's Morgan Stanley Investment Management Experience July 1993 - June 2006
Job Directorof Major Gifts
Industry Nonprofit Organization Management
Experience
Hackensack University Medical Center  June 2015 - Present
Ruotolo Associates   April 2010 - May 2015
American Red Cross of Northern NJ   July 2007 - April 2010
Willow House  2006 - 2010
Morgan Stanley Investment Management   July 1993 - June 2006
Morgan Stanley  1987 - 2006
Morgan Stanley (formerly Dean Witter)   1985 - 2006

Skills
Nonprofits, Fundraising, Non-profits, Event Planning, Strategic Planning, Public Speaking, Public Relations, Leadership, Leadership Development, Business Development, Entrepreneurship, Coaching, Social Media, Corporate Communications, Marketing, Volunteer Management, Event Management, Business Planning, Budgets, Management, Project Management, Social Networking, Community Outreach, Small Business, Grant Writing, Organizational..., Series 7, Training, Editing, Marketing Communications, Program Management, Team Building

Education
Quinnipiac University   1980 — 1985
Bachelor of Science (B.S.), Human Resources Management and Services

Paramus Catholic   1976 — 1980

Sukanya Kaewussdangkul Sukanya Kaewussdangkul Greater New York City Area Details
Sukanya Kaewussdangkul's Morgan Stanley Investment Management Experience August 2014 - Present
Job Executive Assistant for Global Sales & Distribution at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management   August 2014 - Present
Amerivents at the US Open   August 2009 - Present
Welch Capital Partners LLC   March 2010 - August 2014
Aramark at Citifield   March 2009 - March 2010
Voyage Funds LLC   July 2008 - January 2009
Republic Clothing Group  July 2007 - July 2008

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Strategic Planning, Project Management, Process Improvement, Management, Accounting, Budgets, Valuation

Education
Queens College   2003 — 2006
Bachelor of Arts (B.A.), Biology, General

Queensborough Community College   2001 — 2003
Associate of Science (A.S.), Health Services/Allied Health/Health Sciences, General

Kimberley Costello Kimberley Costello Greater New York City Area Details
Kimberley Costello's Morgan Stanley Investment Management Experience 2002 - 2007
Job Senior Vice President and Assistant General Counsel at CRT Capital Group
Industry Financial Services
Experience
CRT Capital Group  February 2012 - January 2015
home  September 2010 - February 2012
GE Asset Management  2007 - 2010
Morgan Stanley Investment Management   2002 - 2007
K&L Gates  1997 - 2002

Skills
Mutual Funds, Asset Management, Investment Advisory, Corporate Governance, Compliance, Due Diligence, Contract Negotiation, Investments, AML, Equities, ISDA, Asset Managment, Portfolio Management, Litigation, Investment Management, Series 7, Securities, Private Equity

Education
Saint Louis University School of Law   1995 — 1998
JD

Principia College   1989 — 1993
BA, English/Political Science/Communications

Lisa Marlin Lisa Marlin Greater Philadelphia Area Details
Lisa Marlin's Morgan Stanley Investment Management Experience 1996 - 2001
Job Director, SubAdviser Management at Nationwide Investment Management Group
Industry Investment Management
Experience
Nationwide Investment Management Group   2014 - Present
Turner Investments, LP  2001 - 2014
Morgan Stanley Investment Management   1996 - 2001
Miller Anderson & Sherrerd, LLP   1995 - 1996
PC Support Group, Computer Network and Education   1993 - 1995
Nutri/Systems, Inc., International Headquarters   1992 - 1993
Frito-Lay, Inc.   1991 - 1992

Skills
Client Relations, Project Management, Marketing, Equities, Series 63, Series 6

Education
Penn State University   1987 — 1991
BS, Food Science

Emily Loughlin Emily Loughlin Greater New York City Area Details
Emily Loughlin's Morgan Stanley Investment Management Experience October 2011 - Present
Job Analyst at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   October 2011 - Present
Merrill Lynch  2010 - 2011

Skills
Spanish Language, Emerging Markets, Economics, Financial Modeling, Prime Brokerage

Education
Providence College   2006 — 2010
Bachelor of Arts (B.A.), Spanish and Global Studies

Universidad de Sevilla
Study Abroad

Mark Grochmal Mark Grochmal San Francisco, California Details
Mark Grochmal's Morgan Stanley Investment Management Experience January 2006 - May 2006
Job Research Analyst International Equity at WHV Investment Management, Inc.
Industry Investment Management
Experience
WHV Investment Management, Inc.   June 2014 - Present
WHV Investment Management, Inc.   March 2007 - Present
WHV Investment Management, Inc.   August 2006 - March 2007
Morgan Stanley Investment Management   January 2006 - May 2006

Skills
Advent, APX, Moxy, Factset, Bloomberg Software, Microsoft Excel, Investment Management, Global Investment..., Mutual Funds, Portfolio Performance..., Performance Attribution, Equities, Bloomberg, Portfolio Management, Microsoft Office, Hedge Funds, Asset Management, Alternative Investments, Asset Allocation, Finance, Investments

Education
Roger Williams University   2002 — 2006
Bachelor's Degree, Finance

Joseph J. McAlinden, CFA Joseph J. McAlinden, CFA Greater New York City Area Details
Joseph J. McAlinden, CFA's Morgan Stanley Investment Management Experience January 1995 - January 2007
Job Chairman at McAlinden Research Partners
Industry Financial Services
Experience
McAlinden Research Partners   January 2012 - Present
Catalpa Capital Advisors LLC   March 2007 - Present
Morgan Stanley Investment Management   January 1995 - January 2007
Dillon Read  1985 - 1995

Skills
Asset Management, Asset Managment, Hedge Funds, Alternative Investments, Asset Allocation, Financial Services, Equities, Series 7, Fixed Income, Investments, Private Equity, Mutual Funds, Finance

Education
Rutgers University
BA, Economics

Daniel Forde Daniel Forde West Chester, Pennsylvania Details
Daniel Forde's Morgan Stanley Investment Management Experience June 2006 - November 2009
Job Vice President of Sales
Industry Retail
Experience
Media One Products   January 2012 - Present
State Street  November 2009 - January 2012
Morgan Stanley Investment Management   June 2006 - November 2009

Skills
Asset Allocation, Sales, Account Management, Customer Service, Insurance, Marketing, Marketing Strategy, Microsoft Excel

Education
St. Joseph's University   2002 — 2006
B.S., Finance, Economics

St. Joseph's Prep   1998 — 2002

Lisa Roche Lisa Roche Jersey City, New Jersey Details
Lisa Roche's Morgan Stanley Investment Management Experience 2004 - August 2007
Job Financial Analyst at ICAP
Industry Financial Services
Experience
ICAP  August 2012 - Present
ICAP  April 2011 - August 2012
Fiserv  August 2007 - November 2010
Morgan Stanley Investment Management   2004 - August 2007
Sunrise Senior Living  2004 - 2005

Skills
Financial Services, Microsoft Excel, Visio, Financial Analysis, Account Reconciliation, Accounting, Access, Data Analysis, PowerPoint, Finance, Research, Outlook, Microsoft Office, Equities, Process Improvement, Risk Management

Education
Rutgers University-New Brunswick   2002 — 2004
BA, Art History

Fofi S Baimba Jr Fofi S Baimba Jr Greater New York City Area Details
Fofi S Baimba Jr's Morgan Stanley Investment Management Experience May 2013 - Present
Job Vice President Global Relationship and Risk Control Head at Morgan Stanley Investment Banking Operations
Industry Financial Services
Experience
Morgan Stanley Investment Management   May 2013 - Present
Citigroup  January 2001 - March 2013

Education
Rutgers, The State University of New Jersey-New Brunswick   2006 — 2008
Master of Business Administration (MBA), Finance

Rutgers University-New Brunswick   1996 — 2000

Damon Skinner Damon Skinner Greater Los Angeles Area Details
Damon Skinner's Morgan Stanley Investment Management Experience 1998 - 2000
Job VP Investment Management Sales
Industry Investment Management
Experience
Westcoast Investment Management Resources   2015 - Present
Keeley funds  February 2013 - August 2014
Wells Fargo Business Banking  April 2011 - January 2013
Open Eyes Ministries   September 2009 - June 2011
SSI Investment Management  June 2007 - September 2009
Citi Group  March 2005 - September 2007
Citigroup Smith Barney  2000 - 2005
Morgan Stanley Investment Management   1998 - 2000
The Cooking and Hospitality Institute of Chicago (CHIC)/Le Cordon Bleu   1996 - 1998

Skills
Selling, Finance, Team Management, Management, Portfolio Management, Investments, Mutual Funds, Asset Management, Business Development, Asset Allocation, Wealth Management, Sales, Investment Management, Alternative Investments, Financial Services, Education, Loans, Program Management, Analysis, Equities, Consulting, Consultative Selling, Relationship Building, Marketing, Territory Management, Exceed Sales Goals, Territory Growth, Written Communication, Salesforce.com, Retirement Plan..., Qualified Retirement..., Insurance, TPA, Value-added, Certified Investment..., Retirement Planning, Strategy, Financial Planning

Education
Purdue University
BS

Ridgefield High School

Ridgefield HighSchool

Natasha Shazana Natasha Shazana New York, New York Details
Natasha Shazana's Morgan Stanley Investment Management Experience November 2014 - Present
Job Analyst at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   November 2014 - Present

Education
Northeastern University   2008 — 2013
Bachelor of Science (BSc)

Shanghai University of Finance and Economics   2012 — 2012

American School of Doha   2006 — 2008
High School Diploma

Connor Hill Connor Hill Greater Philadelphia Area Details
Connor Hill's Morgan Stanley Investment Management Experience June 2015 - Present
Job Analyst at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   June 2015 - Present
Morgan Stanley Investment Management   June 2014 - August 2014
Edmunds White Partners, LLC   May 2013 - August 2013
Edmunds White Partners, LLC   July 2012 - August 2012
Willow Oaks Country Club  May 2012 - August 2012

Skills
PowerPoint, Microsoft Excel, Facebook, Bloomberg Terminal, Financial Analysis, FactSet, Equity Research, Microsoft Office, Social Networking, Microsoft Word, Social Media, Data Analysis, Finance, Portfolio Management, Investments, Research, Time Management

Education
Saint Joseph's University   2011 — 2015
Bachelor of Science (B.S.), Finance and Risk Management/Insurance

Douglas Freeman High School   2007 — 2011
High School

Stephen Pagano Stephen Pagano New York, New York Details
Stephen Pagano's Morgan Stanley Investment Management Experience June 2005 - July 2006
Job Gaming & Leisure Analyst
Industry Financial Services
Experience
Standard & Poor's   August 2013 - Present
Peter J. Solomon Company  July 2012 - August 2013
Peter J. Solomon Company  June 2011 - August 2011
Standard & Poor's   August 2006 - August 2010
Morgan Stanley Investment Management   June 2005 - July 2006
Merrill Lynch  December 2003 - May 2005

Skills
Financial Modeling, Fixed Income Analysis, Investment Banking, Finance, Mergers & Acquisitions, Valuation, Financial Analysis, Corporate Finance, Due Diligence, Credit Risk, Asset Management, DCF, Bloomberg, Credit Analysis, Bloomberg Terminal, Capital IQ, Strategy, Mergers, Excel, Credit, Modeling, Accounting, PowerPoint, Research, Financial Accounting, Industry Research, Business Valuation

Education
The University of Chicago Booth School of Business   2010 — 2012
MBA, Finance, Accounting

Rider University   2001 — 2005
Bachelor of Science (BS), Finance, General

Leslie Annabi Leslie Annabi New York, New York Details
Leslie Annabi's Morgan Stanley Investment Management Experience October 2004 - May 2010
Job Client Production Support Lead Senior BA at Apex Systems TIAACREF
Industry Financial Services
Experience
Apex Systems - TIAA-CREF   May 2014 - July 2015
Citi Group  June 2010 - December 2013
Morgan Stanley Investment Management   October 2004 - May 2010
Morgan Stanley  November 2002 - October 2004
Bank of New  January 1997 - January 2001

Skills
Business Analysis, Analysis, Process Improvement, Management, Banking, Strategy, Financial Services, Risk Management, Leadership, Business Process, Project Management, Equities, Fixed Income, Training, SDLC, Software Documentation, Team Management, Quality Assurance, Portfolio Management, Business Development, 401K, 403(B) Deferred &...

Education
Saint John's University
Bachelor of Science, Criminal Justice

Johnny Royal Johnny Royal Greater Los Angeles Area Details
Johnny Royal's Morgan Stanley Investment Management Experience September 1999 - August 2001
Job CEO, The Realm
Industry Marketing and Advertising
Experience
Realm Creative   November 2012 - Present
iNDELIBLE  July 2012 - November 2012
iNDELIBLE  June 2011 - July 2012
Luthier Society, Inc.   September 2007 - June 2011
PNC  January 2002 - August 2004
Morgan Stanley Investment Management   September 1999 - August 2001

Education
Saint Vincent College   1994 — 1999
Bachelor(s) of Science, Finance, Music, Accounting

Westminster University   1997 — 1998
Honors Certificate: International Finance & Music Performance

Belle Vernon   1990 — 1994

Helene Ouimet Helene Ouimet Greater Philadelphia Area Details
Helene Ouimet's Morgan Stanley Investment Management Experience 1998 - 2003
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Investment Management   1998 - 2003
Morgan Stanley Investment Management   March 1996 - June 1998
Vanguard  December 1993 - February 1996
Vanguard  October 1992 - December 1993

Skills
Financial Services, Marketing, Investment Management, Equities, Fixed Income, Non-profit Leadership, Mutual Funds, Strategy, Hedge Funds, Asset Management

Education
Saint Joseph's University   1991 — 1996
Master of Business Administration (M.B.A.), Finance, General

Randolph-Macon College   1987 — 1991
Bachelor of Arts (B.A.), Economics

Radnor High School

Cecilia Marie Lulli Cecilia Marie Lulli Greater New York City Area Details
Cecilia Marie Lulli's Morgan Stanley Investment Management Experience June 2014 - Present
Job Business Strategy Analyst | MSIM
Industry Investment Management
Experience
Morgan Stanley Investment Management   June 2014 - Present
Taiga Mistral   July 2013 - August 2013
Bunker New York  March 2013 - March 2013
American Continental Group  June 2012 - August 2012
Clare Boothe Luce Policy Institute  June 2010 - August 2010

Skills
Microsoft Office, Policy Analysis, Public Policy, Legislative Research, Research, Foreign Languages, R, Leadership, Analysis, Proposal Writing, Marketing, Editing, Data Analysis, Statistics, PowerPoint, Portuguese, Spanish, Microsoft Excel

Education
Princeton University   2011 — 2015
Bachelor of Arts (B.A.)

Oakcrest School   2007 — 2011

Aria Ziatabari Aria Ziatabari Corona Del Mar, California Details
Aria Ziatabari's Morgan Stanley Investment Management Experience September 2005 - December 2005
Job Investor, Entrepreneur, Operator
Industry Investment Management
Experience
Cadence Power   April 2013 - Present
SimplePitch Ventures   January 2014 - Present
TBG Equity   April 2013 - Present
Kerrigan Industries   July 2009 - March 2013
Alta Environmental  June 2009 - March 2013
Lionfish Advisors  June 2008 - June 2009
Morgan Stanley Investment Management   September 2005 - December 2005
Federal Reserve Board  March 2005 - June 2005

Skills
Salesforce.com, Force.com, Quickbooks, BillQuick, Sales Operations, Sales Process, Financial Analysis, Financial Modeling, Corporate Finance, Billing Systems, Operational Streamlining, Operational Efficiency, Operational Strategy, Operations, Project Finance, Strategic Planning, Sales Force..., QuickBooks, Analysis, Mergers & Acquisitions, CRM, Due Diligence, Strategy, Entrepreneurship, Finance, Business Process..., Management

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2007 — 2009
MBA, Finance

University of California, Davis   2002 — 2007
BA, Economics, International Relations

Torrey Pines High School   1998 — 2002

Rancho Santa Fe School   1990 — 1998

Pam Levesque Pam Levesque Park City, Utah Details
Pam Levesque's Morgan Stanley Investment Management Experience 1998 - 2003
Job Traveler
Industry Real Estate
Experience
The World and Beyond   2011 - Present
Park City Investment Partners, LLC   June 2005 - December 2012
Summit Sotheby's International Realty  2008 - October 2011
Keller Williams Realty  2007 - 2008
Bald Eagle Realty   2005 - 2007
Morgan Stanley Investment Management   1998 - 2003
Bankers Trust  1992 - 1998
City and County of San Francisco  1984 - 1992

Skills
Real Estate, Investment Properties, Luxury, Sellers, Real Estate Transactions, Sales

Education
Saint Mary's College of California   1984 — 1986
MBA, Finance

University of Rhode Island   1971 — 1975
BA, Sociology and English

Chris Thompson Chris Thompson Greater New York City Area Details
Chris Thompson's Morgan Stanley Investment Management Experience 1995 - 1997
Job U.S. Equity Manager Research at Towers Watson
Industry Financial Services
Experience
Towers Watson  September 2013 - Present
Segal Rogerscasey  February 2012 - September 2013
RogersCasey  November 2009 - February 2012
RogersCasey  April 2006 - November 2009
Managers Investment Group  1998 - 2006
AllianceBernstein  1997 - 1998
Morgan Stanley Investment Management   1995 - 1997
Dillon Read  1991 - 1995

Skills
Alternative Investments, Hedge Funds, Equities, Asset Allocation, Asset Managment, Fixed Income, Investments, Investment Strategies, Mutual Funds, Portfolio Management, Private Equity, Wealth Management, Due Diligence, Pensions, Defined Benefit, Endowments, ETFs, Venture Capital, Bonds, Bloomberg, Investment Advisory

Education
Siena College   1987 — 1991
BA, Economics

Bryan Stingle, MBA Bryan Stingle, MBA Greater Philadelphia Area Details
Bryan Stingle, MBA's Morgan Stanley Investment Management Experience 2000 - 2003
Job Manager, Financial Planning & Analysis at Catapult Learning
Industry Financial Services
Experience
Catapult Learning  December 2014 - Present
Catapult Learning  December 2011 - December 2014
Crossway Industries   2010 - 2011
Redstone Investors   2007 - 2009
Urdang Securities Management   2004 - 2007
Morgan Stanley Investment Management   2000 - 2003
STI Capital Management   1991 - 2000

Skills
Equities, Financial Analysis, Hedge Funds, Investments, Compliance, Intuit QuickBase, Access, Management, Budgets, New Business Development, Sales Operations, Pricing, Sales, Finance, Product Development, Risk Management, Competitive Analysis, Business Planning, Business Analysis, Forecasting, Analysis, Trading, Financial Modeling, Process Improvement, Financial Planning

Education
Rutgers University   2011 — 2014
Master of Business Administration (MBA), 4.0

University of Central Florida   1989 — 1993
Bachelor of Science, Business Administration & Finance, cum laude

Salvatore Manfre, CPA Salvatore Manfre, CPA Greater New York City Area Details
Salvatore Manfre, CPA's Morgan Stanley Investment Management Experience 2004 - 2009
Job SVP & Deputy Auditor of AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein  March 2009 - Present
Morgan Stanley Investment Management   2004 - 2009
Deutsche Bank  1995 - 2004
Bankers Trust  1995 - 1997
PricewaterhouseCoopers  1993 - 1995
Ernst & Young  1987 - 1992

Skills
Hedge Funds, Fixed Income, Asset Managment, Alternative Investments, Financial Services, Investment Banking, Asset Management, Operational Risk..., Equities, Risk Management, Internal Audit, Accounting, Due Diligence, Operational Risk, Investment Management, Securities, Auditing, Financial Analysis, Financial Risk, Capital Markets, Bloomberg, Mutual Funds, Fund Accounting, AML

Education
Queens College   1983 — 1985
BA, Accounting and Information Systems

Trey Hancock Trey Hancock Chicago, Illinois Details
Trey Hancock's Morgan Stanley Investment Management Experience 1997 - 2002
Job Managing Director, Institutional Services at Windhaven Investment Management
Industry Financial Services
Experience
Windhaven Investment Management  June 2011 - Present
Fidelity Investments  February 2003 - December 2010
The Burridge Group   2002 - 2003
Morgan Stanley Investment Management   1997 - 2002
Pacific Life  December 1996 - October 1997
Related Capital Co   February 1996 - October 1996
NUVEEN & CO   November 1991 - February 1996

Skills
Series 65

Education
University of Illinois at Urbana-Champaign - College of Business   1984 — 1988
B.S., Business Administration

Quinlan School of Business, Loyola University Chicago   1991 — 1995
MBA, Finance

David Plants David Plants Greater New York City Area Details
David Plants's Morgan Stanley Investment Management Experience 1984 - 1986
Job Portfolio Manager at Caisse de dépôt et placement du Québec
Industry Financial Services
Experience
Stratton Mountain School  January 2015 - Present
Caisse de dépôt et placement du Québec   January 2006 - January 2014
Caxton Associates  February 2001 - December 2003
Dresdner RCM   1993 - 2001
Putnam International   1988 - 1991
Morgan Stanley Investment Management   1984 - 1986
ForstmannLeff  June 1983 - August 1983
Bromley Ski Area   1975 - 1980
Bromley Ski resort   1975 - 1980
Bromley Ski Area   1975 - 1980

Skills
Equities, Securities, Hedge Funds, Alternative Investments, Portfolio Management, Asset Managment, Asset Allocation, Fixed Income, Investments, Investment Strategies, Equity Research, Bloomberg, Investment Management, Capital Markets, Valuation, Emerging Markets, Asset Management, Financial Markets

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1982 — 1984
BSE

Princeton University   1973 — 1977
BSE

Brunswich High School   1967 — 1973

Douglas Picht, PMP, CSM, MBA, ITIL Douglas Picht, PMP, CSM, MBA, ITIL Greater New York City Area Details
Douglas Picht, PMP, CSM, MBA, ITIL's Morgan Stanley Investment Management Experience June 2013 - Present
Job PMO PM at Morgan Stanley Investment Management
Industry Information Technology and Services
Experience
Morgan Stanley Investment Management   June 2013 - Present
S.N.D. Medical   January 2012 - November 2012
Wells Fargo Bank  April 2010 - October 2011
EVO Merchant Services  March 2007 - January 2010
Bethpage Federal Credit Union  January 2006 - February 2007
1800flowers.com  January 2003 - December 2005
Ericsson  August 1998 - December 2002

Skills
MS Project, Access, Microsoft Excel, RFP, PowerPoint, Test Planning, Sop, SDLC, Project Management, Business Analysis, Vendor Management, Risk Management, Business Intelligence, Visio, Program Management, Strategic Planning, Integration, Management, PMO, Business Process...

Education
Villanova University   2010 — 2011
PMP Certificate, Project Management

Rutgers University   1985 — 1987
M.S., Stonier Graduate School in Banking and Finance

University of Oklahoma   1973 — 1976
M.B.A., Operations Management

Syracuse University - Martin J. Whitman School of Management   1967 — 1971
B.S., Operations Research

Karlene Quigley Karlene Quigley Greater New York City Area Details
Karlene Quigley's Morgan Stanley Investment Management Experience December 2008 - Present
Job Vice President, Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   December 2008 - Present
AIG  October 2007 - December 2008

Skills
Relationship Management, Consultative Selling, Business Strategy, Investment Management..., Institutional..., Offshore Investments, Equities, Fixed Income, Alternative Investment..., Asset Allocation

Education
Rider University   2003 — 2007
Bachelor of Science in Business Administration

Ned Miller Ned Miller Oradell, New Jersey Details
Ned Miller's Morgan Stanley Investment Management Experience 2001 - 2008
Job CEO at Chocolate Lab Publishing
Industry Publishing
Experience
Chocolate Lab Publishing   September 2015 - Present
Weeden & Co.   March 2012 - February 2013
Dahlman Rose & Co.   2009 - 2010
Morgan Stanley Investment Management   2001 - 2008

Skills
Equity Trading, Series 7, Series 63, Electronic Trading, Equities, Bloomberg, Trading Systems, Program Trading, Trading, Series 24, Securities, Options, ETFs, Hedge Funds, Investments, Fixed Income

Education
Rollins College   1984 — 1989
Bachelor of Arts (B.A.), Economics

Merrit von Seggern Merrit von Seggern Greater Boston Area Details
Merrit von Seggern's Morgan Stanley Investment Management Experience March 2003 - January 2008
Job Account Director at CA Technologies
Industry Computer Software
Experience
CA Technologies  June 2015 - Present
BMC Software  October 2012 - June 2015
OPNET Technologies (Aquired by Riverbed Technology 12/2012)   March 2008 - October 2012
Morgan Stanley Investment Management   March 2003 - January 2008
ASG  March 2000 - January 2003
Candle Corp  November 1997 - March 2000
PaineWebber  July 1992 - September 1997

Skills
Enterprise Software, Cloud Computing, Lead Generation, CRM, Business Strategy, Software Industry, Account Management, ITIL, Strategic Planning, Management, Solution Selling, SaaS, Sales, Salesforce.com, Channel Partners, Networking, Sales Process

Education
Saint Vincent College   1989 — 1992
Mathematics, Philosophy

Ligonier Valley   1985 — 1988

Valley School   1980 — 1988

Veni Dhir Veni Dhir Greater New York City Area Details
Veni Dhir's Morgan Stanley Investment Management Experience June 2012 - July 2013
Job Associate at J.H. Whitney
Industry Financial Services
Experience
Houlihan Lokey  August 2013 - July 2015
Morgan Stanley Investment Management   June 2012 - July 2013
Stifel Nicolaus  June 2011 - August 2011
Barclays Wealth  June 2011 - June 2011
PwC  February 2009 - April 2009

Skills
Financial Modeling, Excel, Valuation, Microsoft Office, Financial Analysis, Research, Bloomberg Terminal, Quantitative Analysis, Accounting, Stata, Matlab, Visual Basic, Visio, Hindi, Monte Carlo Simulation, Microsoft Excel, Quantitative Analytics, Capital IQ, Alternative Investments, Private Equity, Financial Risk, Finance, Bloomberg, Hedge Funds, Series 7, Series 63, Investments, Equity Research, Investment Banking, Corporate Finance, LBO, Business Valuation

Education
University of Virginia   2009 — 2012
Bachelors of Science in Commerce(Finance & Accounting) and Second major in Financial Economics

London School of Economics and Political Science   2010 — 2010
Summer School

Raffles Junior College   2007 — 2008
GCE 'A' levels

Cory L. Haynes Cory L. Haynes San Francisco, California Details
Cory L. Haynes's Morgan Stanley Investment Management Experience January 2007 - February 2009
Job Head of Digital Strategies, Asset Management at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  March 2014 - Present
Bank of the West  March 2013 - March 2014
Russell Investments  May 2010 - November 2012
BlackRock  2009 - 2010
Morgan Stanley Investment Management   January 2007 - February 2009
lifeskills 411   1995 - 2007
Stellar Enterprise  October 2003 - December 2006
Charles Schwab  April 1999 - October 2003
Ernst & Young  February 1997 - April 1999
PG&E  1993 - 1995

Skills
Digital Marketing, Marketing Strategy, ETFs, Product Development, Series 7, Institutional, Asset Management, Investments, Retail, FINRA, Capital Markets, Securities, Analytics, Hedge Funds, Pricing, Financial Modeling, Trading, Strategy Development, Equities, Business Strategy, Competitive Analysis, Segmentation, Business Analysis, Vendor Management, Product Marketing, Banking, Business Planning, Analysis, Market Research, Financial Analysis, New Business Development, Direct Marketing, Integrated Marketing, Forecasting, Compliance, Insurance, Financial Planning, Investment Strategies, Strategic Planning, Mergers, Asset, Product Management, Mutual Funds, Portfolio Management, Technology Evangelism, Global Asset Management, Asset Managment, Strategy, Strategic Financial..., Emerging Markets

Education
University of California, Berkeley   1993 — 1997
Bachelor of Arts (B.A.), Political Economics of Industrialized Societies

Saint Mary's College of California   2008 — 2009
MBA, International Business

Hogan Sr. High   1989 — 1992
Diploma

Chenyu Zheng Chenyu Zheng Venice, California Details
Chenyu Zheng's Morgan Stanley Investment Management Experience June 2012 - December 2013
Job
Industry Internet
Experience
Whisper App  December 2013 - Present
JUCCCE (Joint US China Collaboration on Clean Energy)   May 2010 - March 2014
Morgan Stanley Investment Management   June 2012 - December 2013
Morgan Stanley  June 2011 - August 2011
Business Today  September 2009 - December 2010
Greening Princeton   September 2008 - November 2010
NBC Universal  July 2010 - August 2010
Wunderman  January 2010 - January 2010
Sustainable Chinese Enterprise   July 2009 - September 2009
China Daily - 21st Century   September 2005 - September 2009

Skills
Chinese, Product Management, Renewable Energy, Investment Strategies, User Experience, Sales Operations, Connecting the Dots, Digital Journalism, Volunteer Recruiting, Pinterest, Social Media, Acrylic Painting, Project Management, Sustainability, Volunteer Management, Entrepreneurship, Market Research, Financial Modeling, Leadership, Digital Marketing, Business Development, Facebook, Research, Digital Media, Management, Strategy

Education
Princeton University   2008 — 2012
B.A.

University of Oxford   2011 — 2011
Visiting Student at Worcester College

Hotchkiss School   2006 — 2008
High School

Mark Sears Mark Sears Carmel, California Details
Mark Sears's Morgan Stanley Investment Management Experience April 1998 - November 2008
Job Vice President Investment / Wealth Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management  November 2008 - Present
Morgan Stanley Investment Management   April 1998 - November 2008

Education
Purdue University   1981 — 1985

Tina Philip Tina Philip New York, New York Details
Tina Philip's Morgan Stanley Investment Management Experience May 2010 - December 2011
Job .
Industry Investment Management
Experience
Insight Venture Partners  July 2014 - Present
Hamilton Lane Advisors   December 2011 - July 2014
Morgan Stanley Investment Management   May 2010 - December 2011
Independence Capital Partners  July 2007 - May 2010

Skills
Private Equity, Fund Of Funds, Alternative Investments

Education
Saint Joseph's University   2011 — 2013
Master of Science in Finance, Finance

Temple University - Fox School of Business and Management   2003 — 2007
Bachelor of Business Administration, Accounting

Jason Fronjian Jason Fronjian Irvine, California Details
Jason Fronjian's Morgan Stanley Investment Management Experience September 2009 - December 2010
Job Excelsior Inc.
Industry Financial Services
Experience
Excelsior Inc.   June 2014 - Present
Nationstar Mortgage  July 2013 - March 2015
Freedom Mortgage  December 2012 - August 2013
Merrill Lynch  January 2010 - January 2013
Morgan Stanley Investment Management   September 2009 - December 2010
GMAC Mortgage Residential   January 2000 - August 2009
The Money Store  January 1997 - January 2000

Skills
Innovation Development, Operational Efficiency, Artificial Intelligence, client experience, Digital Media, Process Improvement, Analytics, Management, Finance, Financial Services, Credit Analysis, Investments, Portfolio Management, Financial Planning, Revenue Cycle Management, Banking, Credit, Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Residential Mortgages

Education
Villanova University   2015 — 2017
Finance and Financial Management Services

Rowan University   1993 — 1997
Business, Management, Marketing, and Related Support Services

Shadia Khalil (LLB, CAMS, CFE) Shadia Khalil (LLB, CAMS, CFE) Greater New York City Area Details
Shadia Khalil (LLB, CAMS, CFE)'s Morgan Stanley Investment Management Experience May 2015 - Present
Job Compliance and Risk executive specializing in AML, regulatory compliance and fraud prevention
Industry Investment Management
Experience
Morgan Stanley Investment Management   May 2015 - Present
EvoSpend  October 2011 - 2014
Bupa  February 2008 - July 2011
Tricom Future Services   June 2007 - February 2008
Commonwealth Bank  June 2006 - July 2007
Quadrant Properties   June 2005 - June 2006

Skills
Compliance, AML, Banking, Financial Services, Strategic Financial..., Fraud, Operational Risk, Project Management, Governance, Financial Risk, Enterprise Risk..., Operational Risk..., Due Diligence, Risk Management, Anti Money Laundering, Corporate Law, Corporate Governance, Financial Planning, Risk Assessment, Finance, Investments, Internal Controls

Education
Queensland University of Technology   2002 — 2003
Master of Laws (LL.M.), Law, Straight High Distinctions

Queensland University of Technology   1998 — 2003
Bachelor of Laws (LL.B.), Law

University of Queensland   1997 — 2001
Bachelor of Arts (B.A.), Arts (Major Languages specifically Japanese)

Nina Rue Nina Rue Greater New York City Area Details
Nina Rue's Morgan Stanley Investment Management Experience 1996 - 2001
Job Available Candidate │ Insurance or Investment Industry │Product and Marketing │ Client Service │ Communications
Industry Financial Services
Experience
Innisfree Foundation   2013 - Present
Kaplan Test Prep (A Washington Post Company)   October 2012 - October 2014
Northwestern Mutual  2001 - 2007
Morgan Stanley Investment Management   1996 - 2001
Coopers & Lybrand Consulting  1994 - 1996
Vail Associates  1992 - 1993
Prebon Yamane (now TullettPrebon)   1986 - 1992
Credit Lyonnais  1984 - 1986
Union Bank of Switzerland  1982 - 1984
************************************************************   1901 - 1901

Skills
Capital Markets, Asset Managment, Sales&Marketing, Fixed Income, Foreign Exchange, Derivatives, Insurance, Management Consulting, clu, MBA, Writing, Analytical Reasoning, Preparation of Business..., Exceptional public..., Relationship Developer, Presentation Development, Relationship Management, IT Relationship..., Project Management, Cross-Functional..., Front Office, Middle Office, Toastmasters, Microsoft Excel, Microsoft Word, PowerPoint, Management, Asset Management, Competitive Analysis, Leadership, Finance, Strategy, Strategic Planning, Portfolio Management, Training, Marketing, Public Speaking

Education
MBA from Duke/Fuqua   1993 — 1995
MBA, Finance/Marketing, 3.7

Villa Pierrefeu   1981 — 1982
Diplôme, Language and Arts

Smith College   1977 — 1981
A.B., Economics

Greenwich Academy   1973 — 1977
High School Diploma, College Preparatory

Veronique Bertaud - Bella Veronique Bertaud - Bella Greater New York City Area Details
Veronique Bertaud - Bella's Morgan Stanley Investment Management Experience July 2008 - March 2009
Job
Industry Marketing and Advertising
Experience
Verizon Wireless  May 2015 - Present
General Electric Capital  September 2011 - May 2015
Time Warner Cable  October 2009 - October 2011
Morgan Stanley Investment Management   July 2008 - March 2009
Time Warner Cable  December 2007 - January 2008
Toys R Us  2008 - 2008
Sonnenberg Haviland and partners   July 2002 - December 2007
S3  March 2002 - July 2002
Ritta and Associates   September 1995 - March 2002

Skills
User Experience, Art Direction, Dreamweaver, Photoshop, InDesign, Web Design, User Interface Design, Illustrator, Brochures, E-commerce, Corporate Branding, CMS, Branding & Identity, Marketing Communications, Newsletters, Direct Mail, Adobe Creative Suite, QuarkXPress, UI design, Mobile Design, HTML, Interactive Marketing, Digital Photography, Catalog Design, Web Content, Banners, Photography, Flightcheck, HTML + CSS, Photo Art Direction, Photo Shoot Production, Email Design, Banner Design, UIT

Education
Pratt Institute   1989 — 1992
Bachelor of Fine Arts, Photography

Lycee Rochambeau   1986 — 1989
High School Diploma

Keraya Jefferson Keraya Jefferson Greater Philadelphia Area Details
Keraya Jefferson's Morgan Stanley Investment Management Experience October 2005 - August 2014
Job Chief Compliance Officer at Hartford Funds Distributors
Industry Investment Management
Experience
Hartford Funds  August 2014 - Present
Morgan Stanley Investment Management   October 2005 - August 2014
Financial Industry Regulatory Authority (formerly NASD)   June 2000 - October 2005

Skills
FINRA Registered, Series 7, Series 24, Series 79, Broker-Dealer, Transfer Agency, Unit Investment Trusts, Risk Management, Alternative Investments, Marketing Communications, Policies & Procedures, Mutual Funds, Investment Advisory, FINRA, Investment Management, Investments

Education
Irvington High

Rutgers University-New Brunswick
MBA, Strategic Management

Rutgers University
Bachelor of Science (B.S.), Finance

Alex Simon Alex Simon Greater New York City Area Details
Alex Simon's Morgan Stanley Investment Management Experience January 2015 - July 2015
Job Business Manager for COO of Fixed Incomes/ Debt Operations
Industry Investment Banking
Experience
Deutsche Bank  July 2015 - Present
Morgan Stanley Investment Management   January 2015 - July 2015
Morgan Stanley Wealth Management  December 2013 - January 2015
Mercedes-Benz USA  December 2013 - December 2014
Rider University  September 2012 - December 2014
Rawana Associates   October 2013 - January 2014
Rider University  August 2012 - May 2013

Skills
Teamwork, Microsoft Excel, Leadership, PowerPoint, Research, Microsoft Office, Microsoft Word, Social Networking, International Relations, Public Speaking, Time Management, Social Media, Economics, Market Research, Data Analysis, Facebook, Event Planning, Team Building, English, International Business, International Trade, International..., Meditation, Team Leadership, Political S, Organizational..., Team, International, Confidence Building, High Performance..., QuickBooks, Custom CMS Development, Ariba, Windows Server, Bloomberg Terminal, MS Excel Pivot Tables, Tableau, Stock Management, Stock Market Analysis, EFTPOS, Fixed Income, Headcount Management, Headcount Reporting

Education
Rider University   2011 — 2014
Bachelor's of Arts (B.A); Bachelor's of Science (B.S), Triple Major: International Business, Economics, Global Multinational Studies, 3.7

University of the Sunshine Coast   2013 — 2013
Certification, International Economics, International Relations

Philippe Kurzweil, CFA Philippe Kurzweil, CFA Greater New York City Area Details
Philippe Kurzweil, CFA's Morgan Stanley Investment Management Experience July 2008 - July 2013
Job Research Analyst at Corsair Capital Management
Industry Investment Management
Experience
Corsair Capital Management   July 2013 - Present
Morgan Stanley Investment Management   July 2008 - July 2013

Skills
Financial Modeling, Equities, Hedge Funds, Valuation, Asset Management

Education
Princeton University   2004 — 2008
BSE, Operations Research and Financial Engineering

Ken Reich, GPHR Ken Reich, GPHR San Francisco, California Details
Ken Reich, GPHR's Morgan Stanley Investment Management Experience February 1998 - February 2001
Job Major Market Payroll Consultant at Paychex
Industry Information Technology and Services
Experience
Century 3 (Shanghai) Inc   June 2010 - December 2013
Hays  January 2008 - June 2010
Freelance Teacher  March 2002 - June 2007
Morgan Stanley Investment Management   February 1998 - February 2001

Skills
Recruiting, Management, Talent Acquisition, Business Development, Training, Executive Search, Technical Recruiting, Talent Management, Human Resources, Strategy, Business Networking, Negotiation, Interviews, Account Management, Contract Negotiation, Start-ups, New Business Development, Cold Calling, Marketing, Networking, Strategic Planning, Sales Management, Business Planning, Consulting, Project Planning, Recruitment Advertising, Business Strategy, Career Counseling, HR Consulting, Team Leadership, Screening Resumes, Permanent Placement, Customer Service, Time Management, Internet Recruiting, Team Management, Microsoft Office, Marketing Strategy, SaaS, International Sales, International..., Social Media Marketing, Online Advertising, Sales, Corporate Sales..., Personnel Management, CRM, Market Research, Sourcing

Education
University of California, Berkeley   2006 — 2007
Post Study, Business

San Diego State University-California State University   1996 — 2001
Bachelor's degree, History

San Diego State University-California State University   1996 — 2001
Bachelor's degree, Psychology, History, 3.4

Samantha Ores Samantha Ores Greater Chicago Area Details
Samantha Ores's Morgan Stanley Investment Management Experience August 2014 - Present
Job Associate for Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   August 2014 - Present
Beecher Recreation   March 2014 - September 2014
First Consolidated Insurance Center   May 2012 - August 2014
Teibel's Family Restaurant   July 2012 - February 2013
Limited Brands  September 2009 - July 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Photoshop, Property & Casualty..., Licensed Property &..., Customer Service, Retail, Inventory Management, Visual Merchandising, Customer Satisfaction, Insurance, Time Management, Teamwork, Coaching

Education
Robert Morris University - Illinois   2009 — 2012
Bachelor, Business Administration, 3.0

Frederick W. Kolthay Frederick W. Kolthay Greater New York City Area Details
Frederick W. Kolthay's Morgan Stanley Investment Management Experience January 2015 - Present
Job Compliance Analyst at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   January 2015 - Present
Morgan Stanley Wealth Management  September 2013 - December 2014
Ameriprise Financial Services, Inc., Justin Spraker and Associates   April 2012 - July 2012

Skills
Investments, Microsoft Office, Microsoft Word, Access, Bloomberg Terminal, Capital IQ, Trade Compliance, Regulatory Compliance, Pension Funds

Education
Siena College   2009 — 2013
Bachelor's of Science in Finance

John Aynejian John Aynejian Greater New York City Area Details
John Aynejian's Morgan Stanley Investment Management Experience February 2011 - Present
Job Corporate Trainer Learning and Development Specialist
Industry Professional Training & Coaching
Experience
Morgan Stanley Investment Management   February 2011 - Present
John Aynejian, Independent Consultant   January 2006 - January 2011
Accenture  May 2004 - December 2005
AT&T Wireless  1994 - 2004

Skills
Trainers, Training Delivery, Technical Training, Instructor-led Training, Instructional Design, Team Building, Needs Analysis, Training, CRM, Employee Training, Coaching, Visio, Staff Development, SharePoint, Blended Learning, E-Learning, Captivate, Leadership, Software Documentation, Performance Management, Leadership Development, ADDIE, Content Development, Change Management, Onboarding, Call Centers, Business Development, Learning Management, Public Speaking, Presentation Coaching, Learning Management..., Soft Skills, Hands-on Training, Consulting, Executive Coaching, Salesforce.com, Technical Writing

Education
Rutgers University-New Brunswick   1986 — 1990
B.A., English

Karen Zmuida Karen Zmuida Greater Philadelphia Area Details
Karen Zmuida's Morgan Stanley Investment Management Experience December 1995 - April 2001
Job Director / Client Partner Legal Business Technology at Pfizer
Industry Pharmaceuticals
Experience
Pfizer  May 2013 - Present
Pfizer  2009 - May 2013
Wyeth  2002 - 2009
Morgan Stanley Investment Management   December 1995 - April 2001
Miller Anderson & Sherred   August 1986 - December 1995

Skills
Pharmaceutical Industry, Vendor Management, 21 CFR Part 11, Human Resources, IT Strategy, Change Control, Cross-functional Team..., Business Analysis, Business Intelligence, SDLC

Education
Villanova University   1983 — 1988
MBA, Finance

Penn State University   1977 — 1981
B.S., Computer Science

Sang Yoo Sang Yoo San Francisco, California Details
Sang Yoo's Morgan Stanley Investment Management Experience May 2007 - August 2007
Job Business Development at Matthews Asia
Industry Financial Services
Experience
Matthews Asia  January 2015 - Present
Matthews Asia  January 2014 - January 2015
Matthews Asia  July 2011 - December 2013
American Fidelity Educational Services  April 2009 - July 2011
Independent Capital Management  July 2008 - March 2009
Morgan Stanley Investment Management   May 2007 - August 2007
OMD International  May 2006 - July 2006

Skills
Financial Modeling, Salesforce.com, Competitive Analysis, Business Development, Microsoft Excel

Education
Pepperdine University   2004 — 2008
B.S., International Business

Howie Guarini Howie Guarini Greater Philadelphia Area Details
Howie Guarini's Morgan Stanley Investment Management Experience 2002 - 2005
Job Software Developer at Voya Financial
Industry Financial Services
Experience
Voya Financial  April 2000 - Present
Morgan Stanley Investment Management   2002 - 2005
Invesco Ltd.  April 1998 - March 2000
GE Capital  March 1996 - April 1998
MCI  April 1993 - March 1996

Education
Shippensburg University of Pennsylvania   1988 — 1992
Bachelor's Degree, Business Information Systems

Churchville Elementary

Churchville Elementary

Churchville Elementary

Jacquelyn (Molchon) Kearns Jacquelyn (Molchon) Kearns Greater New York City Area Details
Jacquelyn (Molchon) Kearns's Morgan Stanley Investment Management Experience February 2004 - March 2007
Job SVP, Global Leader of Sales & Marketing Solutions and Master Data Management COE
Industry Information Services
Experience
Dun & Bradstreet  April 2007 - Present
Morgan Stanley Investment Management   February 2004 - March 2007
New York Life Investment Management  November 2000 - January 2004
Dreyfus Investments  January 2000 - October 2000
OppenheimerFunds  March 1998 - January 2000
First Union  September 1994 - March 1998

Skills
Lead Generation, Analytics, Direct Marketing, Email Marketing, Web, Web Development, SEO, SQL Server, Strategic Planning, Online Marketing, Market Research, Marketing Strategy, SEM, Adobe, CMS, Leadership, Web Design, Web Services, Content Strategy, Web Analytics, Web Content, Adobe Creative Suite, Corporate Branding, Brand Awareness, Brand Loyalty, Brand Management, Brand Architecture, Digital Strategy, Social Media Marketing, Strategic Communications, Online Advertising, Microsoft SQL Server, Integrated Marketing, E-commerce, Digital Marketing, CRM, Strategy, Product Marketing, B2B, Marketing Management, Segmentation, Business Development, Marketing, Management, Salesforce.com, Strategic Partnerships, Product Management, Sales, Account Management, New Business Development

Education
Rutgers, The State University of New Jersey-New Brunswick   1992 — 1997
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities

Dover High School   1989 — 1992
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program

Melanie Hoffman Melanie Hoffman Greater New York City Area Details
Melanie Hoffman's Morgan Stanley Investment Management Experience May 2006 - June 2010
Job Vice President, DCIO Channel Marketing Manager at Nuveen Investments
Industry Investment Management
Experience
Nuveen Investments  August 2011 - Present
Invesco Ltd.  June 2010 - August 2011
Morgan Stanley Investment Management   May 2006 - June 2010
PNC Financial Services  May 2002 - May 2006
Federated Investors  February 2001 - May 2002

Education
Robert Morris University

Sebastian Bernheim Sebastian Bernheim Greater New York City Area Details
Sebastian Bernheim's Morgan Stanley Investment Management Experience January 2010 - September 2011
Job Senior Developer at TD Ameritrade
Industry Venture Capital & Private Equity
Experience
TD Ameritrade  October 2011 - Present
Morgan Stanley Investment Management   January 2010 - September 2011
Morgan Stanley  January 2010 - September 2011
RiskMetrics Group  October 2002 - December 2009
RiskMetrics  October 2002 - December 2009
Insite Investments   March 2002 - September 2002
Transagon, Inc.   December 2000 - April 2001
Luminant Worldwide  July 1999 - October 2000
Eclipse Internet Access, Inc.   November 1996 - July 1999
Eclipse Internet   January 1996 - February 1997

Skills
XML, Perl, SQL, Java Enterprise Edition, Unix, Linux, Java, Apache, Eclipse, MySQL, Databases, Oracle, SOA, REST, Shell Scripting, HTML, OOP, Web Applications, Object Oriented Design, Hedge Funds, Programming, Subversion, Design Patterns

Education
Rutgers University-New Brunswick   1989 — 1993
BA, English, Journalism

Beth Farnesi Beth Farnesi Greater Philadelphia Area Details
Beth Farnesi's Morgan Stanley Investment Management Experience October 2004 - July 2009
Job Director, Revenue Assurance at Sungard Availability Services
Industry Financial Services
Experience
Sungard Availability Services  November 2014 - Present
Sungard Availability Services  July 2010 - November 2014
PMSI Settlement Solutions  October 2009 - July 2010
Morgan Stanley Investment Management   October 2004 - July 2009
The Vanguard Group  October 2003 - October 2004
Ocean Mortgage   October 2002 - September 2003
Dimensional Insurance Agency   March 1998 - October 2002

Skills
Strategy, Management, Forecasting, Leadership, Analysis, Budgets, Disaster Recovery, Project Management, SDLC, Data Center, Product Management, CRM, Business Continuity, Bloomberg, IT Management, SharePoint, Cloud Computing, Team Leadership, Account Management, Cross-functional Team...

Education
San Diego State University-California State University   1999 — 2003
Bachelors, Economics

Kapaa High School   1992 — 1996

Jason Fross Jason Fross San Francisco Bay Area Details
Jason Fross's Morgan Stanley Investment Management Experience January 1998 - June 1998
Job President at Franks Janitorial Service Inc.
Industry Facilities Services
Experience
Franks Janitorial Service Inc.   October 2004 - Present
Fisher Investments  June 1998 - October 2004
Morgan Stanley Investment Management   January 1998 - June 1998

Skills
Asset Management, Sales Management, Strategic Planning, New Business Development, Asset Managment, Investments, Forecasting, Start-ups, Negotiation, Strategic Financial..., Contract Negotiation, Business Strategy, Financial Analysis, Budgets, Mergers & Acquisitions, Business Planning, Finance, Selling, Strategy, Leadership

Education
San Francisco State University, College of Business   1996 — 1999
Bachelors, International Business/ Finance

Andrew Xiao Andrew Xiao Greater New York City Area Details
Andrew Xiao's Morgan Stanley Investment Management Experience September 2000 - March 2006
Job Portfolio Manager, China Equities at GE Asset Management
Industry Financial Services
Experience
GE Asset Management  July 2012 - Present
GE Asset Management  May 2006 - July 2012
Morgan Stanley Investment Management   September 2000 - March 2006
IBM Watson Research Center  September 1996 - September 2000
Intel  1993 - 1996

Education
New York University - Leonard N. Stern School of Business   1997 — 2000
MBA

Princeton University   1987 — 1993
Ph.D.

Gail G Burke Gail G Burke Greater New York City Area Details
Gail G Burke's Morgan Stanley Investment Management Experience March 1990 - Present
Job Executive Director, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management   March 1990 - Present

Skills
Alternative Investments, Asset Allocation

Education
Rutgers University-New Brunswick   1985 — 1989

Mike Kaicher Mike Kaicher Greater New York City Area Details
Mike Kaicher's Morgan Stanley Investment Management Experience October 2010 - Present
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   October 2010 - Present
Capital Advisors Group  June 2009 - October 2010
Evergreen Investments  June 2006 - June 2009
Wachovia, A Wells Fargo Company  March 2004 - June 2006
Fleet Bank  June 2000 - March 2004

Skills
Investments, Capital Markets, Treasury Management, Fixed Income, Portfolio Management, Asset Managment, Securities, Asset Management, Cash Management, Corporate Finance, Risk Management, Bloomberg, Financial Services, Derivatives, Alternative Investments

Education
Providence College   1996 — 2000

Laura (Van Orden) Rudberg Laura (Van Orden) Rudberg Greater Boston Area Details
Laura (Van Orden) Rudberg's Morgan Stanley Investment Management Experience November 2003 - July 2007
Job Sales, Marketing and Fitness Maven
Industry Marketing and Advertising
Experience
Aquent  May 2015 - Present
Equinox  December 2013 - Present
Boston Athletic Club  March 2009 - June 2015
TeenLife Media  June 2014 - May 2015
Wellesley Information Services  December 2010 - September 2011
ePlace Realty   August 2009 - December 2010
Wechsler  March 2008 - October 2008
Morgan Stanley Investment Management   November 2003 - July 2007
Morgan Stanley  December 2001 - December 2003
Morgan Stanley  November 1998 - November 2001

Skills
Budgets, Project Management, Team Leadership, Product Development, Trade Shows, Strategy, Marketing, Marketing Strategy, Marketing Communications, Advertising, Social Media, Strategic Planning, Customer Service, CRM, Corporate Communications, Public Relations, Email Marketing, PowerPoint, Integrated Marketing, Management, Event Management, Event Planning, Sales, Business Development, Contract Negotiation, Sales Management, Public Speaking, Negotiation, Research, Analysis

Education
Rutgers University, Douglass College   1990 — 1998
Bachlor of Arts, American Studies

Rutgers University-New Brunswick   1990 — 1994
Bachelor's degree, American/United States Studies/Civilization

Tracy Calev Tracy Calev Greater New York City Area Details
Tracy Calev's Morgan Stanley Investment Management Experience January 2007 - June 2007
Job Project Manager/Senior Analyst at Alliance Bernstein
Industry Financial Services
Experience
AllianceBernstein  April 1999 - Present
Morgan Stanley Investment Management   January 2007 - June 2007
Salomon Brothers  June 1997 - April 1999

Education
Stevens Institute of Technology   1997 — 2000
MS, Finance and MIS

Rutgers University-New Brunswick   1993 — 1997
BS, Finance and MIS

Brian Tague, CRPC Brian Tague, CRPC Greater New York City Area Details
Brian Tague, CRPC's Morgan Stanley Investment Management Experience March 2006 - August 2007
Job Financial Solutions Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  September 2009 - Present
Allianz Global Investors  September 2007 - January 2009
Morgan Stanley Investment Management   March 2006 - August 2007
merrill lynch  2003 - 2006
worldco llp   March 2000 - March 2002

Skills
Series 7, Series 63, Mutual Funds, 401k, Securities, Retirement, FINRA, series 66, crpc, Investments, Retirement Planning, Financial Services, Asset Allocation, Wealth Management, Finance

Education
Rutgers University-New Brunswick   2015 — 2017
Master of Business Administration (M.B.A.)

University of Maryland - Robert H. Smith School of Business   1995 — 1999
BS, Finance

Dan Moraru Dan Moraru Greater New York City Area Details
Dan Moraru's Morgan Stanley Investment Management Experience June 2008 - August 2008
Job Interest Rate Strat, Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  February 2013 - Present
Morgan Stanley  June 2009 - February 2013
Morgan Stanley Investment Management   June 2008 - August 2008
International Fund Services  February 2007 - December 2007

Skills
Fixed Income, Derivatives

Education
Princeton University
Master's degree, Finance

SUNY Stony Brook
Doctor of Philosophy (PhD), Mathematics

Stan Francois Stan Francois Greater Los Angeles Area Details
Stan Francois's Morgan Stanley Investment Management Experience August 2013 - Present
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   August 2013 - Present
Morgan Stanley Smith Barney  April 2004 - Present

Skills
Series 7, Wealth Management, Mutual Funds, Alternative Investments, Asset Management, Series 63

Education
Skidmore College   1982 — 1986

Matt Pedicino Matt Pedicino Greater Philadelphia Area Details
Matt Pedicino's Morgan Stanley Investment Management Experience April 2007 - September 2013
Job US Intermediary Sales at Brown Advisory
Industry Financial Services
Experience
Brown Advisory  September 2013 - Present
Morgan Stanley Investment Management   April 2007 - September 2013
Morgan Stanley Investment Management   December 2005 - April 2007
Morgan Stanley  June 2004 - September 2005

Skills
Mutual Funds, Alternative Investments, Series 7, Investment Management, Relationship Management, Institutional..., Asset Managment, Institutional, Institutional Sales, Asset Management, Hedge Funds, Financial Services, Fund Of Funds, Investment Strategies, Separately Managed..., Investment Advisory, Asset Allocation, Investments, Fixed Income, Sales

Education
MBA, Saint Joseph's University, Haub School of Business
Masters of Business Administration, Finance concentration

Saint Joseph's University   1999 — 2003
Bachelor of Science, Marketing

St. Joseph's Prep   1995 — 1999

Terri Stype Terri Stype Greater Philadelphia Area Details
Terri Stype's Morgan Stanley Investment Management Experience September 1996 - January 2001
Job CTMS Business Analyst at BioClinica
Industry Pharmaceuticals
Experience
BioClinica  February 2013 - Present
Perceptive Informatics  April 2007 - January 2013
Merck  August 2001 - December 2005
Morgan Stanley Investment Management   September 1996 - January 2001

Skills
Lifesciences, Clinical Trials, Clinical Research, CRO, Pharmaceutical Industry, Validation, GCP, CTMS, Clinical Development, Cross-functional Team..., Data Management

Education
Pennsylvania State University-Great Valley Graduate Center   2002 — 2005
Masters, Information Science

West Chester University of Pennsylvania   1991 — 1995
BS in Criminal Justice, Criminal Justice, Pre-law, History

Joan Allman Joan Allman Greater New York City Area Details
Joan Allman's Morgan Stanley Investment Management Experience November 1993 - May 2005
Job Managing Director at Ambac
Industry Insurance
Experience
Ambac  May 2005 - Present
Morgan Stanley Investment Management   November 1993 - May 2005
US Trust  October 1987 - November 1993
Moody's Investors Service  November 1983 - May 1987
U.S. Department of Housing and Urban Development   September 1978 - November 1983

Skills
Fixed Income, Portfolio Management, Credit Risk, Municipal Bonds, Asset Managment, Credit, Financial Structuring, Structured Finance, Securities, Bonds, Asset Management, Financial Modeling, Derivatives, Bloomberg, Investment Banking, Capital Markets

Education
Rutgers, The State University of New Jersey-New Brunswick
Masters Of Arts (M.A.), Political Science

Rutgers, The State University of New Jersey-New Brunswick
Bachelor's Degree, Sociology/Political Science

Nitin Bhat Nitin Bhat Greater New York City Area Details
Nitin Bhat's Morgan Stanley Investment Management Experience August 2013 - Present
Job Executive Director Head of Product Management at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   August 2013 - Present
Morgan Stanley Investment Management   April 2006 - Present
Lord Abbett  2002 - 2006
Goldman Sachs Asset Management  March 2000 - December 2002
Prudential International Investments  1998 - 2000
Prudential International Investments  1998 - 2000
Lipper Analytical   1994 - 1998

Skills
Mutual Funds, Financial Services, Emerging Markets, Alternative Investments

Education
Rutgers, The State University of New Jersey-Newark
MBA, Finance

The Ohio State University
BSBA, Finance

Stan Francois Stan Francois Greater Los Angeles Area Details
Stan Francois's Morgan Stanley Investment Management Experience August 2013 - Present
Job Divisional Sales Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   August 2013 - Present
Morgan Stanley Wealth Management  January 2011 - August 2013
Morgan Stanley Wealth Management  January 2008 - January 2011
Citi  April 2004 - December 2007

Skills
Mutual Funds, Securities, Financial Services, Asset Managment, Asset Allocation, Retirement Planning, Financial Analysis

Education
The University of Connecticut   1989 — 1991
MBA

Skidmore College   1982 — 1986
Finance, General

Charles Croson, CFA Charles Croson, CFA Orlando, Florida Area Details
Charles Croson, CFA's Morgan Stanley Investment Management Experience January 2005 - June 2005
Job Chief Investment Officer at Croson Investment Partners
Industry Financial Services
Experience
Croson Investment Partners   September 2015 - Present
The Lodge Group   August 2014 - Present
Jefferies  September 2014 - September 2015
Barclays  July 2013 - September 2014
Sidoti & Company, LLC   August 2010 - July 2013
TIAA-CREF  March 2010 - July 2010
Thomson Reuters  October 2009 - March 2010
Thomson Reuters  February 2008 - October 2009
Morgan Stanley Investment Management   January 2005 - June 2005
Morgan Stanley  September 2004 - December 2004

Skills
Medical Devices, Equity Research, Financial Modeling, Financial Analysis, Valuation, Capital Markets, Equities, Investor Relations, Economics

Education
University of Tampa - John H. Sykes College of Business   2003 — 2007
BS, International Business

上智大学 / Sophia University   2005 — 2006
Exchange Program, Japanese and Japanese Business

Colin Meehan Colin Meehan Greater New York City Area Details
Colin Meehan's Morgan Stanley Investment Management Experience April 2008 - February 2009
Job Analyst at Recruitics
Industry Marketing and Advertising
Experience
Recruitics  October 2013 - Present
Wellington Management  May 2012 - October 2013
HedgeServ  May 2009 - December 2011
Morgan Stanley Investment Management   April 2008 - February 2009
State Street  July 2007 - August 2007

Skills
Hedge Funds, Bloomberg, Fixed Income, Equities, Alternative Investments, Bloomberg Terminal, SQL, Microsoft Excel, PPC, Recruitment Advertising, Salesforce.com

Education
Sacred Heart University   2006 — 2008
Master of Business Administration

University of Connecticut   2002 — 2006
Bachelor of Arts

Melissa Dudra Melissa Dudra Greater New York City Area Details
Melissa Dudra's Morgan Stanley Investment Management Experience August 2006 - October 2007
Job Avp Business Development at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein  August 2011 - Present
FrontPoint Partners LLC  October 2007 - July 2011
Morgan Stanley Investment Management   August 2006 - October 2007

Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Mutual Funds

Education
Quinnipiac University   2000 — 2004
BS, Marketing-Advertising

Quinnipiac University - School of Business   2000 — 2004

Kim Spellman Kim Spellman New York, New York Details
Kim Spellman's Morgan Stanley Investment Management Experience July 1983 - May 2007
Job Senior Vice President at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers  June 2007 - Present
Morgan Stanley Investment Management   July 1983 - May 2007
Schroders  August 1979 - July 1983

Education
Rutgers University-New Brunswick   1975 — 1979

Ashley Hartman Ashley Hartman Dallas/Fort Worth Area Details
Ashley Hartman's Morgan Stanley Investment Management Experience August 2013 - October 2014
Job Executive Director, US Institutional, East Region at Janus Capital
Industry Investment Management
Experience
Janus Capital Group  November 2014 - Present
Morgan Stanley Investment Management   August 2013 - October 2014
J.P. Morgan   January 2012 - August 2013
JP Morgan  July 2009 - January 2012
JPMorgan Chase  November 2007 - June 2009
JPMorgan Chase  March 2007 - November 2007

Skills
Excel, Series 7, Series 63, CFA Level 1, Investments, Institutional Clients, Alternative Investments, Hedge Funds, Investment Management, Asset Management, Mutual Funds, Financial Analysis, Investment Strategies, Commercial Lending, Credit Analysis, Commercial Banking, Separately Managed..., Cash Management, Relationship Management

Education
Purdue University - Krannert School of Management   2000 — 2004
BS, Accounting

Chris D'Angelo Chris D'Angelo Greater Philadelphia Area Details
Chris D'Angelo's Morgan Stanley Investment Management Experience January 2000 - September 2014
Job Director Corporate Finance at Hartford Funds
Industry Financial Services
Experience
Hartford Funds  September 2014 - Present
Morgan Stanley Investment Management   January 2000 - September 2014
Morgan Stanley  January 2000 - September 2014

Skills
Asset Management, Financial Services, Mutual Funds, Hedge Funds, Financial Analysis, Corporate Finance, Alternative Investments, Fund Accounting, Accounting, Equities, Analysis, Investment Management, Economics, Fixed Income

Education
Saint Joseph's University - Erivan K. Haub School of Business   2000 — 2002
MBA, Finance

Villanova University   1994 — 1998

Bishop Eustace

Bishop Eustace

Steve Sherry Steve Sherry Greater New York City Area Details
Steve Sherry's Morgan Stanley Investment Management Experience 2007 - 2008
Job Sr. Business Analyst at AKQA
Industry Marketing and Advertising
Experience
AKQA  March 2014 - Present
Bank of Tokyo-Mitsubishi UFJ  December 2010 - March 2014
Morgan Stanley  April 2009 - December 2010
Morgan Stanley  January 2009 - April 2009
The New York City Law Department  September 2008 - January 2009
Morgan Stanley Investment Management   2007 - 2008
Morgan Stanley  2006 - 2007
Morgan Stanley  2005 - 2006
Morgan Stanley  2004 - 2005
New York City Law Department  2002 - 2003

Skills
Visio, Access, Mutual Funds, PowerPoint, Crystal Reports, Project Management, Business Objects, Microsoft Excel, Training, Equities, Alternative Investments, Budgets, Customer Service, Morningstar, Monarch, Adobe Acrobat, Lipper, Funding, Requirements Gathering, Microsoft Word, Investments, Business Process..., Axure RP, JIRA, Confluence, SharePoint, Business Analysis, Business Requirements, Responsive Web Design, CMS

Education
Rutgers, The State University of New Jersey-New Brunswick   1999 — 2003
B.A, Journalism/English

Hasbrouck Heights High School   1995 — 1999

Todd Burnside Todd Burnside Greater New York City Area Details
Todd Burnside's Morgan Stanley Investment Management Experience 2002 - 2008
Job Equity Analyst at BlackRock
Industry Investment Management
Experience
BlackRock  September 2008 - Present
Morgan Stanley Investment Management   2002 - 2008
Prudential Securities  April 1999 - August 2001
American Stock Exchange  June 1997 - April 1999

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

Penn State University   1993 — 1997
BS, Finance

Ellen D Harvey Ellen D Harvey Greater Philadelphia Area Details
Ellen D Harvey's Morgan Stanley Investment Management Experience January 1996 - January 2000
Job Investment Professional
Industry Investment Management
Experience
Miller Investment Management  September 2008 - Present
Lindsay Criswell LLC   June 2008 - Present
Mercantile Bankshares  2003 - 2007
Brown Advisory  April 2000 - December 2002
Morgan Stanley Investment Management   January 1996 - January 2000
Miller Anderson and Sherrerd   October 1985 - January 1996
JPMorgan Chase  February 1981 - October 1984
US Treasury  January 1980 - February 1981
Federal Reserve Board  September 1976 - January 1980

Education
The George Washington University   1977 — 1980
MA, Economics

Princeton University   1972 — 1976
BA, Economics

STT

Bill Geilfuss Bill Geilfuss Greater Philadelphia Area Details
Bill Geilfuss's Morgan Stanley Investment Management Experience 1997 - 1999
Job financial consultant at BV Invesment Services
Industry Financial Services
Experience
BV Invesment Services   1999 - Present
Best Vest Investments Ltd.   1999 - Present
Best Vest Investments   1999 - Present
Morgan Stanley Investment Management   1997 - 1999
Smith Barney  1994 - 1999

Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investments, Series 7, Retirement, Mutual Funds, Estate Planning, Strategic Planning, Fixed Annuities, Investment Advisory, Microsoft Office, Portfolio Management, Process Improvement, Financial Analysis, Asset Allocation, Financial Advisory, New Business Development, Asset Managment, Insurance, Mortgage Lending, Asset Management, Credit, Finance

Education
Penn State University   1973 — 1977
Bachelor of Science (BS), ADMINISTRATION OF JUSTICE

Sean Waters Sean Waters Greater Philadelphia Area Details
Sean Waters's Morgan Stanley Investment Management Experience September 2014 - Present
Job Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   September 2014 - Present
J.P. Morgan   April 2013 - September 2014
J.P. Morgan   April 2009 - April 2013
J.P. Morgan   March 2006 - April 2009
J.P. Morgan   June 2004 - March 2006
J.P. Morgan   December 2002 - June 2004

Skills
Derivatives, Credit Derivatives, Risk Management, Financial Analysis, Finance, Middle Office, Fixed Income, Swaps, Interest Rate..., Exotic Derivatives, Hedge Funds, Fund Accounting, Account Reconciliation, Nostro Reconciliation, Corporate Recruiting, Portfolio Management, FX Options, FX Derivatives, Capital Markets, Equity Derivatives, Confirmation, ISDA, ISDA negotiations, Swaptions

Education
Penn State University   1998 — 2002

Mark Levy Mark Levy Greater New York City Area Details
Mark Levy's Morgan Stanley Investment Management Experience September 2006 - January 2009
Job Managing Director Head of Client Management Tools & Analytics at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets  July 2009 - Present
Morgan Stanley Investment Management   September 2006 - January 2009
Morgan Stanley  January 2005 - September 2006
Pyramid Consulting, Inc.   October 2000 - January 2005
Technodyne LLC  July 1999 - October 2000
Ernst & Young, LLP   December 1994 - July 1999
Pearson  December 1990 - December 1994
Peter Sharp & Company Inc.   April 1989 - November 1990
Merrill Lynch Capital Markets  August 1987 - April 1989
Schonbraun, Safris & Company, CPA's   July 1986 - June 1987

Education
Rutgers University
BS

Aaron Mejia Aaron Mejia Charlotte, North Carolina Area Details
Aaron Mejia's Morgan Stanley Investment Management Experience January 2007 - June 2007
Job Division Business Analyst at Atlas Copco
Industry Financial Services
Experience
Atlas Copco  December 2014 - Present
Atlas Copco  May 2012 - December 2014
Atlas Copco  March 2011 - May 2012
Allonhill  August 2009 - March 2011
Aleutian Capital Partners  December 2008 - May 2009
Noyack Medical Partners   June 2008 - December 2008
Regis University  April 2006 - April 2008
Morgan Stanley Investment Management   January 2007 - June 2007
Madison Realty Investors   May 2005 - August 2005

Skills
Investments, Financial Reporting, Corporate Finance, Valuation, Process Improvement, Financial Modeling, Sales, Microsoft Excel, Marketing, Budgets, Finance, Risk Management, Leadership, Portfolio Management, Financial Analysis, Business Development, Credit, Forecasting, Customer Service, Credit Risk, Accounting, Private Equity, Banking

Education
Regis University   2004 — 2008
BA&BS, Finance, Spanish

J.K. Mullen High School   2001 — 2004

Chartered Financial Analysts Institute
Finance

Richard Pagnoni Richard Pagnoni New York, New York Details
Richard Pagnoni's Morgan Stanley Investment Management Experience 1999 - 2006
Job Executive Director at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management  2011 - Present
Wilmington Trust  2010 - 2011
Neuberger Berman  2008 - 2010
Lehman Brothers Asset Management  2006 - 2009
Morgan Stanley Investment Management   1999 - 2006

Skills
Asset Management, Bloomberg, Capital Markets, Equities, Fixed Income, Mutual Funds, Portfolio Management

Education
Philadelphia University   1995 — 1998
BS, Finance

Laura Thomas Laura Thomas Greater Philadelphia Area Details
Laura Thomas's Morgan Stanley Investment Management Experience June 1996 - September 2002
Job Executive Director Investment Officer @ Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management  January 2006 - Present
Morgan Stanley Investment Management   June 1996 - September 2002
Miller, Anderson & Sherrerd   June 1987 - June 1996

Skills
Mutual Funds, Series 7, Equities, Fixed Income, Asset Allocation, Asset Managment, Investment Management, Investment Strategies, Portfolio Management, Investments

Education
Rosemont College   2004 — 2004
BS, Management

University of Minnesota-Twin Cities   1979 — 1984
BA, Economics

April Chrysostomas April Chrysostomas Greater New York City Area Details
April Chrysostomas's Morgan Stanley Investment Management Experience May 1989 - May 2010
Job Vice President at Invesco
Industry Financial Services
Experience
Invesco  June 2010 - Present
Morgan Stanley Investment Management   May 1989 - May 2010

Skills
Alternative Investments, Securities, Financial Markets, Investment Banking, Leveraged Finance, Capital Markets, Investments, Fixed Income, Hedge Funds, CLO, Portfolio Management, Series 7, Bonds, Mergers & Acquisitions, High Yield, Bloomberg, Asset Managment, Private Equity, Trading, Equities

Education
Saint Peter's University   1977 — 1989

Joan Hamilton Joan Hamilton Greater New York City Area Details
Joan Hamilton's Morgan Stanley Investment Management Experience August 1990 - January 2008
Job Vice President & Senior Director at Bank of New York Mellon
Industry Financial Services
Experience
Bank of New York Mellon  2008 - Present
Morgan Stanley Investment Management   August 1990 - January 2008

Skills
Financial Reporting, Accounting, Mutual Funds, Asset Management, Management Consulting, Emerging Markets, Asset Managment, Entrepreneurship, Financial Modeling, Financial Services, Private Equity, Hedge Funds, Equities, Investments, Fixed Income, Alternative Investments, Bloomberg, Investment Banking, Portfolio Management

Education
Regent University   2004 — 2007
EMBA, Managerial General

ISM

Regent University
Master of Divinity, Practical Theology/Ministerial Leadership

Saint John's University
BS.C, Business Administration

Saint John's University

Roderick Amurao Roderick Amurao Greater New York City Area Details
Roderick Amurao's Morgan Stanley Investment Management Experience August 2014 - Present
Job Vice President / Design Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   August 2014 - Present
Morgan Stanley Investment Management   July 2011 - Present
RR Donnelley  June 2010 - September 2011
Williams Lea  June 2008 - May 2010
Morgan Stanley Investment Management   2004 - June 2008
AllianceBernstein  1999 - 2004
MSNBC  1996 - 1999
CNBC  1993 - 1996

Skills
Adobe Creative Suite, Mac, Creative Direction, Editing, PowerPoint, Marketing Communications, Dreamweaver, Direct Mail, Art Direction, Marketing, Web Design

Education
Pratt Institute   1989 — 1993
BFA

Seth Greenfield Seth Greenfield Greater New York City Area Details
Seth Greenfield's Morgan Stanley Investment Management Experience 2000 - 2007
Job Manager at Moore Capital Management
Industry Financial Services
Experience
Moore Capital Management  October 2007 - Present
Morgan Stanley  November 2000 - October 2007
Morgan Stanley Investment Management   2000 - 2007

Education
New York University - Leonard N. Stern School of Business   1997 — 2000
MBA, Finance

Rutgers Business School   1989 — 1993
BS, Accounting

Ashley Dineen Ashley Dineen Greater New York City Area Details
Ashley Dineen's Morgan Stanley Investment Management Experience September 1996 - August 2000
Job sales at Houlihan Lawrence
Industry Real Estate
Experience
The Tiny Miracles Foundation  2006 - Present
Houlihan Lawrence  2001 - Present
Morgan Stanley Investment Management   September 1996 - August 2000
Morgan Stanley Investment Management   1994 - 2000

Skills
Short Sales, Real Estate, Investment Properties, Contract Negotiation, Marketing, Investments, Marketing Strategy, Sellers, Entrepreneurship, Customer Service, Negotiation, Asset Management, New Business Development, Event Management

Education
Rollins College   1989 — 1992

Darien High School   1984 — 1988

Laura Abramson Laura Abramson Greater Philadelphia Area Details
Laura Abramson's Morgan Stanley Investment Management Experience 1995 - 2003
Job VP State Street Investment Manager Services
Industry Financial Services
Experience
State Street Investment Manager Services   September 2010 - June 2014
MaxYourImage   2003 - September 2010
Morgan Stanley  1999 - 2003
Morgan Stanley Investment Management   1995 - 2003
Miller Anderson & Sherrerd  1983 - 1995
Dun & Bradstreet  1980 - 1983

Skills
Alternative Investments, Mutual Funds, Hedge Funds, Fixed Income, Equities, Asset Management, Investment Management, Investments, Financial Services, Asset Allocation, Bloomberg, Securities, Portfolio Management, Investment Strategies, Trading Systems, Management

Education
Penn State University
BS, Business, French

william groller william groller Greater New York City Area Details
william groller's Morgan Stanley Investment Management Experience July 1997 - Present
Job manager morgan stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management   July 1997 - Present
Morgan Stanley  July 1997 - December 2008
morgan stanley  1997 - 2008

Skills
Series 7, Alternative Investments, Fixed Income, Equities, Hedge Funds, Securities, Portfolio Management, Prime Brokerage, Mutual Funds, Investment Banking, Derivatives, Options, Bloomberg, Asset Management, Trading, Capital Markets

Education
Queensborough Community College   1976 — 1978
assoc, finance

Michael Strayhorn, CIMA, CRPC Michael Strayhorn, CIMA, CRPC Orlando, Florida Area Details
Michael Strayhorn, CIMA, CRPC's Morgan Stanley Investment Management Experience January 1997 - May 2002
Job WealthVest Marketing Retirement Income Consultant servicing FAs, Agents, RIAs & Financial Planners
Industry Financial Services
Experience
WealthVest Marketing  June 2014 - Present
6001 Silver Star Partners, LLC   September 2012 - July 2013
Lincoln Financial Group  January 2011 - September 2012
Lincoln Financial Group  January 2010 - January 2011
Merrill Lynch / Bank of America  June 2007 - April 2009
Merrill Lynch  April 2004 - May 2007
Morgan Stanley Investment Management   January 1997 - May 2002
Leading Wall St. Firms   June 1986 - December 1996

Skills
Series 7, Series 24 (Registered..., Series 63, Finance, Strategy, Alternative Investments, Investments, Mutual Funds, Financial Services, Financial Analysis, Portfolio Management, Retirement Planning, Leadership, Retirement, Fixed Annuities

Education
Penn State University
Master of Business Administration (MBA), Finance

The College of William and Mary
Bachelor of Arts (BA), Economics

Sebastian Thomas Sebastian Thomas San Francisco Bay Area Details
Sebastian Thomas's Morgan Stanley Investment Management Experience July 1996 - August 1998
Job Director at RCM, CFA
Industry Financial Services
Experience
Allianz Global Investors  July 2003 - Present
Roger Engemann and Associates   July 2000 - June 2003
Fidelity Investments  June 1999 - August 1999
Morgan Stanley Investment Management   July 1996 - August 1998
Federal Reserve Board  July 1994 - June 1996

Skills
Equities, Investments, Fixed Income, Portfolio Management, Trading, Economics, Analysis, Mergers & Acquisitions, Mutual Funds, Finance, Equity Research, Hedge Funds, Valuation, Research, Financial Modeling, Alternative Investments, Capital Markets, Asset Management, Bloomberg

Education
The University of Chicago Booth School of Business   1998 — 2000
MBA, Analytic Finance and Strategy

Pomona College   1990 — 1994
BA, Economics

Shu Haur Tang Shu Haur Tang Greater New York City Area Details
Shu Haur Tang's Morgan Stanley Investment Management Experience June 2012 - Present
Job Professional
Industry Investment Management
Experience
Morgan Stanley Investment Management   June 2012 - Present
Morgan Stanley Investment Management   June 2011 - August 2011
China Market Research Group   June 2010 - August 2010

Skills
Stata, Financial Modeling, Valuation, Bloomberg, Econometrics, Microsoft Excel, Mandarin, Research

Education
Princeton University   2008 — 2012
Bachelor of Arts (B.A.), Economics, Magna Cum Laude

United World College of the Atlantic   2006 — 2008
High School, International Baccaulaureate

Chartered Financial Analyst (CFA) Program

Andre Conway Andre Conway Greater New York City Area Details
Andre Conway's Morgan Stanley Investment Management Experience 1995 - 2005
Job Executive Director at Daiwa Capital Markets
Industry Financial Services
Experience
Daiwa Capital Markets  July 2011 - July 2013
Deutsche Bank  October 2009 - June 2011
Macquarie Bank  2006 - 2009
ING Financial Markets, LLC  September 2005 - August 2006
Morgan Stanley Investment Management   1995 - 2005

Education
Saint Joseph's University

Lili Kwok Lili Kwok Greater New York City Area Details
Lili Kwok's Morgan Stanley Investment Management Experience August 2004 - September 2012
Job Corporate Finance
Industry Financial Services
Experience
Allianz Global Investors  July 2015 - Present
JPMorgan Chase  April 2014 - July 2015
McGraw Hill Financial  September 2012 - April 2014
Morgan Stanley Investment Management   August 2004 - September 2012

Skills
Strategic Financial..., Finance, Analysis, Financial Modeling, Financial Analysis, Equities, Fixed Income, Asset Management, Corporate Finance, Valuation, Capital Markets, Hedge Funds, Alternative Investments, Bloomberg, Financial Reporting, Investment Banking, Investments, Private Equity, Due Diligence, Derivatives

Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS), Finance

Adam Schrier, CFA Adam Schrier, CFA Greater New York City Area Details
Adam Schrier, CFA's Morgan Stanley Investment Management Experience March 2005 - November 2010
Job Fixed Income Product Manager at Invesco
Industry Investment Management
Experience
Invesco Ltd.  June 2012 - Present
UBS Global Asset Management  November 2010 - June 2012
Morgan Stanley Investment Management   March 2005 - November 2010
GE Industrial Systems  June 2001 - August 2001

Skills
Investments, Fixed Income, Finance, Hedge Funds, Asset Management, Mutual Funds, Fund Of Funds, Bloomberg, Asset Managment, Investment Management, Derivatives, Cash Management, Product Development, Capital Markets, ETFs, Morningstar Direct, Commentaries, Performance Analysis, High Yield Bonds, Emerging Markets, BlackRock Aladdin, Middle Office, Product Management, Process Improvement, Treasury Management, Portfolio Management

Education
New York University - Leonard N. Stern School of Business   2008 — 2011
MBA, Corporate Finance, Management

Rutgers University-New Brunswick
BA, Economics

Richard Reis Richard Reis Greater New York City Area Details
Richard Reis's Morgan Stanley Investment Management Experience 1996 - 2004
Job Assistant Manager for Technology at US Census Bureau
Industry Computer Software
Experience
US Census Bureau  October 2009 - Present
Morgan Stanley Investment Management   1996 - 2004
Sumitomo Mitsui Banking Corporation  1986 - 1996

Education
Princeton University

Patrick Massey Patrick Massey Greater New York City Area Details
Patrick Massey's Morgan Stanley Investment Management Experience June 2014 - Present
Job Internal Sales Consultant
Industry Investment Management
Experience
Morgan Stanley Investment Management   June 2014 - Present
Wells Fargo Advantage Funds  February 2013 - June 2014
Wells Fargo Advisors  December 2010 - February 2014

Education
Roger Williams University   2005 — 2009
Bachelor's degree

Christian Asmar Christian Asmar Greater New York City Area Details
Christian Asmar's Morgan Stanley Investment Management Experience June 2006 - June 2010
Job Vice President at Blue Harbour Group
Industry Investment Management
Experience
Blue Harbour Group  June 2010 - Present
Morgan Stanley Investment Management   June 2006 - June 2010
Morgan Stanley  June 2004 - May 2006

Skills
Private Equity, Investment Banking, Hedge Funds, Structured Finance, Debt

Education
Princeton University   2000 — 2004
B.S.E., Operations Research & Financial Engineering

Jordan Lugg Jordan Lugg Greater Philadelphia Area Details
Jordan Lugg's Morgan Stanley Investment Management Experience October 2014 - Present
Job Associate at Morgan Stanley Investment Management IM Operations
Industry Financial Services
Experience
Morgan Stanley Investment Management   October 2014 - Present
SEI  September 2012 - October 2014
T. Rowe Price  March 2010 - September 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Customer Service, Research, Data Analysis, Financial Analysis, Time Management, Access, Leadership

Education
Penn State University   2005 — 2009
Bachelor of Science (B.S.), Finance

Penn State University   2005 — 2009
Bachelor of Science (BS), Finance, General

Jonathan Weidner Jonathan Weidner Greater Philadelphia Area Details
Jonathan Weidner's Morgan Stanley Investment Management Experience April 2014 - Present
Job Associate at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   April 2014 - Present
J.P. Morgan   March 2013 - April 2014
AXA Advisors  March 2012 - September 2012
Northwestern Mutual  May 2011 - April 2012

Skills
Financial Analysis, Financial Planning, Microsoft Office, Finance, PowerPoint, Insurance, Microsoft Excel

Education
Saint Joseph's University   2008 — 2012
Bachelor's degree, Finance

LaSalle College High School   2004 — 2008

Joseph Stadler, CPA Joseph Stadler, CPA Greater New York City Area Details
Joseph Stadler, CPA's Morgan Stanley Investment Management Experience July 1993 - December 2001
Job Global Controller
Industry Investment Management
Experience
Soros Fund Management  February 2006 - January 2015
Saranac Capital Management LP   June 2004 - February 2006
Aetos Capital  December 2001 - June 2004
Morgan Stanley Investment Management   July 1993 - December 2001
Price Waterhouse  December 1983 - July 1993

Skills
Hedge Funds, Asset Management, Alternative Investments, Equities, Fixed Income, Derivatives, Financial Reporting, Financial Analysis, Mutual Funds, Accounting, Valuation, Asset Allocation, Risk Management, Capital Markets, Finance, Securities, Financial Risk, Financial Modeling, Fund Accounting, Trading, Financial Services, Venture Capital, Private Equity, Cash Management, Options, Bloomberg, Fund Of Funds, Internal Controls, Management

Education
Rochester Institute of Technology

Cristina Ayson Cristina Ayson San Francisco Bay Area Details
Cristina Ayson's Morgan Stanley Investment Management Experience 1994 - 1998
Job Professional Business English Teacher / Lecturer
Industry Education Management
Experience
Ayson and Associates (TPOEC - The Power of English Communication)   January 2010 - Present
St Giles International  April 2014 - March 2015
Aula Intercultural   October 2009 - June 2012
New England Institute   2009 - 2010
EF International Language Centers for Professionals  2006 - 2008
Merrill Lynch  1999 - 2001
Morgan Stanley Investment Management   1994 - 1998

Skills
Inglés, Español, Inglés como lengua..., Social Media, Public Speaking, Microsoft Office, Teaching, Docencia, Conflict Resolution, Multi-Cultural Team..., Presentation Development, Speaker Programs, International Relations, Intercultural..., Entrepreneurship..., Marketing Effectiveness, Conversation Analysis, Guest Lecturing, Project Management, Negotiation, Spanish, English

Education
Cambridge University English Teaching Certification (CELTA)   2008 — 2009
CELTA, Certificate of English Language Teaching to Adults

San Francisco State University
Bachelor's degree, International Business

Christopher Claps Christopher Claps Washington D.C. Metro Area Details
Christopher Claps's Morgan Stanley Investment Management Experience 2010 - 2011
Job Arrow Funds
Industry Financial Services
Experience
Arrow Funds - Arrow Investment Advisors   2014 - Present
Dolan Capital Group, LLC   2012 - 2012
Morgan Stanley Investment Management   2010 - 2011
Morgan Stanley Investment Management   2003 - 2010
Morgan Stanley  2001 - 2003
Morgan Stanley  2000 - 2001
Morgan Stanley  July 1997 - 2000

Skills
Separately Managed..., Series 63, Series 7, Mutual Funds, Alternative Investments, ETFs, Asset Management, Asset Allocation, Hedge Funds, Investment Management, Fund Of Funds, Series 24, Portfolio Management, Financial Advisory, Series 65, Investment Strategies, Investments, Fixed Income

Education
Ramapo College of New Jersey
B.S., Business Administration - Finance

State University of New York College at Brockport

Michele Kreisler Rubenstein Michele Kreisler Rubenstein Greater Philadelphia Area Details
Michele Kreisler Rubenstein's Morgan Stanley Investment Management Experience January 1994 - January 2004
Job Principal at Blue Moon Opportunity Fund
Industry Investment Management
Experience
Blue Moon Opportunity Fund (and predecessor entities)   January 2004 - Present
Morgan Stanley Investment Management   January 1994 - January 2004

Skills
Investments, Wealth Management, Portfolio Management, Financial Analysis, Asset Management, Risk Management, Hedge Funds, Fixed Income, Asset Allocation

Education
University of Pennsylvania - The Wharton School   1990 — 1996
Doctor of Philosophy (PhD), Finance, General

Princeton University   1986 — 1990
AB, Economics

Phillips Exeter Academy

courtney mcmahon courtney mcmahon Greater New York City Area Details
courtney mcmahon's Morgan Stanley Investment Management Experience 1998 - Present
Job Vice President of the Consulting Group Sales Desk
Industry Financial Services
Experience
Morgan Stanley Investment Management   1998 - Present
morgan stanley  June 2002 - March 2012

Skills
Equities, Fixed Income, Mutual Funds, Series 63, Alternative Investments, Securities, Portfolio Management, Asset Allocation, Investments, FINRA, Wealth Management, Asset Managment, Hedge Funds, Series 24, Trading Systems, Investment Advisory, Capital Markets, Options, Bloomberg

Education
St. Peter's College   1996 — 2000
Bachelor of Applied Science (BASc), Business, Management, Marketing, and Related Support Services

Brian Roe Brian Roe Greater Philadelphia Area Details
Brian Roe's Morgan Stanley Investment Management Experience 2001 - 2003
Job Business Analyst Consultant at Deutsche Bank
Industry Investment Management
Experience
Deutsche Asset and Wealth Management  May 2013 - Present
Friess Associates, LLC   2012 - 2013
Friess Associates  2007 - 2013
Friess Associates, LLC   2007 - 2013
Friess Associates, LLC   2003 - 2007
Morgan Stanley Investment Management   2001 - 2003
Morgan Stanley Investment Management   1996 - 2001

Skills
Equity Trading, Trading, Asset Management, Asset Allocation, Mutual Funds, Investment Management, Back Office, Business Analysis, Trading Systems, Bloomberg, Financial Analysis, Fixed Income, Financial Modeling, Relationship Management, Risk Management, Middle Office, Project Management, Reference Data, Axys, Equity Research, Omgeo Oasys, Front Office, MS Excel Pivot Tables, Performance Attribution, Straight Through..., Investment Research, Trade Compliance, Financial Reporting, Software Implementation, Business Process..., Visio, MS Project, Current State Assessment, BlackRock Aladdin, Charles River IMS, Factset, Charles River IMS..., Axys Report Writer, Asset Managment, CRTS, Application Lifecycle..., ALM, Data Analysis, Requirements Analysis, Section 18 Reporting, 2a-7, Regulatory Guidelines

Education
Shippensburg University of Pennsylvania   1994 — 1996
Bachelor of Science (BS), Finance

Nadine Jackson Nadine Jackson Greater New York City Area Details
Nadine Jackson's Morgan Stanley Investment Management Experience February 2007 - Present
Job Executive Assistant/Analyst at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   February 2007 - Present
Sheffield Haworth  2005 - 2007
Right Management  2000 - 2005
Parson Group, LLC  May 2000 - August 2000
Parson Group, LLC  July 1998 - August 2000
Barclays Capital  1997 - 1998

Skills
Fixed Income, Human Resources, Analysis, System Administration, Payroll, Management, Employee Benefits, Training, Interviews, Alternative Investments

Education
Queens College   1993 — 1997
Bachelor of Arts (B.A.), Anthropology

jim jeffers jim jeffers Greater New York City Area Details
jim jeffers's Morgan Stanley Investment Management Experience January 1998 - January 2001
Job manager at UBS
Industry Financial Services
Experience
UBS  managerCredit SuisseFebruary 2001 - March 2007
Morgan Stanley Investment Management   January 1998 - January 2001

Skills
Derivatives, Equities, Investment Banking, Capital Markets, Fixed Income, FX Options, Structured Products, Equity Derivatives, Finance, Social Media, Microsoft Excel, Microsoft Office, PowerPoint, Customer Service

Education
Rutgers, The State University of New Jersey-New Brunswick

Audrey Grochocki Audrey Grochocki Greater New York City Area Details
Audrey Grochocki's Morgan Stanley Investment Management Experience March 2014 - Present
Job Finance Professional
Industry Real Estate
Experience
Morgan Stanley Investment Management   March 2014 - Present
GreenSpace Developments   February 2009 - June 2012
Morgan Stanley Real Estate  November 2003 - July 2008
Lend Lease REI  February 1999 - November 2003
Schroder Real Estate Associates   July 1984 - February 1999
Biller & Snyder, CPA   September 1980 - July 1984

Skills
Financial Operations, Investor Relations, Real Estate, Financial Management, Business Process..., Business Process..., Business Process..., Business Process..., Business Process..., Corporate Finance, Funding, Financial Modeling, Financial Risk, Due Diligence, Risk Management, Financial Analysis, Managerial Finance, Cash Management, Asset Managment, Auditing, Real Estate Economics, Equities, Portfolio Management, Accounting, Cash Flow, Investments, Disposition, Financial Reporting, Asset Management, Analysis

Education
Queens College
Bachelor of Arts, Accounting

Aveola Lane Aveola Lane New York, New York Details
Aveola Lane's Morgan Stanley Investment Management Experience September 1980 - June 1984
Job Account Operations Manager at Xerox Corporation
Industry Information Technology and Services
Experience
Xerox  1997 - Present
Xerox Canada  October 1990 - Present
Merrill Lynch  June 1984 - October 1990
Morgan Stanley Investment Management   September 1980 - June 1984

Skills
Management, Solution Selling, Account Management, Outsourcing, Managed Services, Managed Print Services, Service Delivery, Sales Process, CRM, Direct Sales, Cross-functional Team..., Vendor Management, Enterprise Software, Pre-sales

Education
Rochester Institute of Technology   2006 — 2009
Information Technology

Kevin Wentworth Kevin Wentworth Dallas/Fort Worth Area Details
Kevin Wentworth's Morgan Stanley Investment Management Experience May 2014 - Present
Job Regional Director, Vice President, Morgan Stanley Investment Management (MSIM)
Industry Investment Management
Experience
Morgan Stanley Investment Management   May 2014 - Present
Highland Capital Management, L.P.   May 2013 - February 2014
Hartford Funds  March 2012 - March 2013
J.P. Morgan Asset Management   September 2001 - March 2012
Second National Bank of Warren  October 2000 - September 2001
Second National Bank of Warren  May 1999 - October 2000

Skills
Series 7, Series 63, Series 65, Consultative Selling, Mutual Funds, Separately Managed..., ETFs, Capital Markets, Public Speaking, Time Management, Business Planning, New Business Development, Business Relationship..., Alternative Investments, Retirement Planning, Investments, Investment Strategies, Financial Advisory, Relationship Management, Wealth Management, Hedge Funds, Private Equity, Asset Management

Education
Saint Leo University
Bachelor of Arts, Accounting

The University of Akron

The Fusion Group
Effective Presentations

The Fusion Group
Effective Telephone Conversations

Amanda Serradell Amanda Serradell United States Details
Amanda Serradell's Morgan Stanley Investment Management Experience 2006 - 2008
Job Executive Assistant to CEO at Community Hospital of the Monterey Peninsula
Industry
Experience
Community Hospital of the Monterey Peninsula  2013 - Present
KKR  2008 - 2012
Morgan Stanley Investment Management   2006 - 2008
Stone & Youngberg  2005 - 2005
Credit Suisse  2002 - 2005

Education
Saint Mary's College of California
B.S., Business Administration

Kaishwarie Burchell Kaishwarie Burchell Greater New York City Area Details
Kaishwarie Burchell's Morgan Stanley Investment Management Experience August 1998 - March 2000
Job Assistant Vice President, IMS at State Street Bank
Industry Accounting
Experience
State Street Bank  September 2008 - Present
Lazard Asset Management  March 2000 - August 2008
Morgan Stanley Investment Management   August 1998 - March 2000

Education
Queens College
BS, Accounting and Information Systems

Sanchali Pal Sanchali Pal New York, New York Details
Sanchali Pal's Morgan Stanley Investment Management Experience June 2011 - August 2011
Job Senior Consultant at Dalberg Global Development Advisors
Industry Management Consulting
Experience
Dalberg Global Development Advisors  July 2015 - Present
My Card My Story LLC   January 2012 - Present
Dalberg Global Development Advisors  July 2014 - June 2015
Dalberg Global Development Advisors  July 2013 - June 2014
Dalberg Global Development Advisors  September 2012 - June 2013
Morgan Stanley Investment Management   June 2011 - August 2011
Citi  June 2010 - August 2010
Ministry of Foreign Affairs, Government of India   June 2009 - August 2009

Skills
Economics, Community Development, Entrepreneurship, Stata, Sustainability, Social Entrepreneurship, International Relations, International..., Data Analysis, Management Consulting, Strategy, Business Strategy, Analysis, Research, Financial Modeling

Education
Princeton University   2008 — 2012
A.B.

American Embassy School, New Delhi   2007 — 2008
Founder of Initiative 21, Co-Captain of Varsity Soccer Team

Newton South High School   2004 — 2007
Co-Founder of Water Aid International

Stephen Pelensky Stephen Pelensky Laguna Niguel, California Details
Stephen Pelensky's Morgan Stanley Investment Management Experience May 2007 - Present
Job Managing Director at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   May 2007 - Present
Alliance Capital Management  November 1994 - March 2007
Affinity Investment Advisors   July 1992 - November 1994
BEA Associates  October 1989 - June 1992
Salomon Brothers  August 1986 - March 1989
Atlantic Richfield  1980 - 1983

Skills
Investment Management, Quantitative Research, Product Research and..., Equity Derivatives, Alternative Investments, Asset Allocation, Fixed Income, Equities, Bloomberg, Portfolio Management, Hedge Funds, Bonds, Securities, Investments, Derivatives, Quantitative Analytics, Wealth Management, Options

Education
University of Pennsylvania - The Wharton School   1978 — 1979
Master of Business Administration (MBA), Finance, General

Penn State University   1974 — 1977
Bachelor of Science (BS), Atmospheric Sciences and Meteorology

Biaoda(Ben) Peng Biaoda(Ben) Peng New York, New York Details
Biaoda(Ben) Peng's Morgan Stanley Investment Management Experience July 2015 - Present
Job Senior Associate at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   July 2015 - Present
Russell Investments  April 2013 - June 2015

Education
University of Washington   2012 — 2013
Master’s Degree

Shanghai Jiao Tong University   2007 — 2011
Bachelor’s Degree

Gregory Vicks Gregory Vicks Greater New York City Area Details
Gregory Vicks's Morgan Stanley Investment Management Experience January 2007 - October 2007
Job Senior Compliance Analyst at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase  June 2013 - Present
BNY Mellon  2007 - 2011
Morgan Stanley Investment Management   January 2007 - October 2007
Morgan Stanley Investment Management   June 2006 - December 2006
JPMorgan Chase  July 1999 - May 2006
BNY Mellon  July 1998 - July 1999
Chase Manhattan Bank  June 1989 - July 1998

Skills
Equities, Client Services, Investment Management, Banking, Financial Advisory, Financial Services, Global Custody, Portfolio Management, Securities, Trading

Education
Siena College   1981 — 1985
Bachelor of Science, Business Administartion

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