Morgan Stanley Investment Management
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Morgan Stanley Investment Management Employees
Employee
Years
Job
Industry
Brian Lilly Brian Lilly's Morgan Stanley Investment Management Experience January 2006 - May 2008
Job Business Analyst / Product Owner at Destination Rewards
Industry Financial Services
Experience
Deluxe Rewards December 2014 - Present
BNY Mellon August 2013 - November 2014
Citigroup September 2008 - July 2013
Morgan Stanley Investment Management January 2006 - May 2008
Merrill Lynch August 2005 - January 2006
Bank of America Securities (formerly Quick & Reilly) June 1997 - July 2005
Skills
CRM, Salesforce.com, Financial Services, Business Process, Business Strategy, Business Analysis, Wealth Management, Investments, Requirements Gathering, Analysis, Relationship Management, Series 7, Siebel, Training, Analytics, Finance, Agile Methodologies, Business Process Design, Business Objects, Call Centers, Risk Management, Microsoft Excel, User Acceptance Testing, Vendor Management, Strategy, SDLC, Software Project..., Equities, Testing, Business Intelligence, Project Portfolio..., Visio, PMO, Process Improvement, Business Process..., IT Strategy, Investment Banking, Business Process..., Banking, Requirements Analysis, Excel
Education
Syracuse University - Martin J. Whitman School of Management
BS, Finance
Great Neck South High School
Deluxe Rewards December 2014 - Present
BNY Mellon August 2013 - November 2014
Citigroup September 2008 - July 2013
Morgan Stanley Investment Management January 2006 - May 2008
Merrill Lynch August 2005 - January 2006
Bank of America Securities (formerly Quick & Reilly) June 1997 - July 2005
Skills
CRM, Salesforce.com, Financial Services, Business Process, Business Strategy, Business Analysis, Wealth Management, Investments, Requirements Gathering, Analysis, Relationship Management, Series 7, Siebel, Training, Analytics, Finance, Agile Methodologies, Business Process Design, Business Objects, Call Centers, Risk Management, Microsoft Excel, User Acceptance Testing, Vendor Management, Strategy, SDLC, Software Project..., Equities, Testing, Business Intelligence, Project Portfolio..., Visio, PMO, Process Improvement, Business Process..., IT Strategy, Investment Banking, Business Process..., Banking, Requirements Analysis, Excel
Education
Syracuse University - Martin J. Whitman School of Management
BS, Finance
Great Neck South High School
Mustufa Salehbhai Mustufa Salehbhai's Morgan Stanley Investment Management Experience March 2015 - Present
Job Head of Legal, Morgan Stanley Private Equity & Real Estate Investing Americas
Industry Law Practice
Experience
Morgan Stanley Investment Management March 2015 - Present
Morgan Stanley December 2005 - Present
King and Spalding 2005 - 2005
Wilson Sonsini Goodrich and Rosati 2000 - 2004
US Court of Appeals, Eleventh Circuit August 1999 - August 2000
Skills
Private Equity, Real Estate Investing, General Corporate..., Regulatory Requirements, Investments, Financial Institutions, Corporate Law, Asset Management, Mergers & Acquisitions, Corporate Governance, Financial Structuring, Securities Regulation, Joint Ventures, Legal Writing
Education
Stanford Law School 1996 — 1999
Juris Doctor
University of Virginia 1991 — 1995
BA w Honors
Morgan Stanley Investment Management March 2015 - Present
Morgan Stanley December 2005 - Present
King and Spalding 2005 - 2005
Wilson Sonsini Goodrich and Rosati 2000 - 2004
US Court of Appeals, Eleventh Circuit August 1999 - August 2000
Skills
Private Equity, Real Estate Investing, General Corporate..., Regulatory Requirements, Investments, Financial Institutions, Corporate Law, Asset Management, Mergers & Acquisitions, Corporate Governance, Financial Structuring, Securities Regulation, Joint Ventures, Legal Writing
Education
Stanford Law School 1996 — 1999
Juris Doctor
University of Virginia 1991 — 1995
BA w Honors
Ed Church's Morgan Stanley Investment Management Experience June 2010 - May 2014
Job Retired from Morgan Stanley
Industry Investment Management
Experience
None - retired May 2014 - Present
Morgan Stanley Investment Management June 2010 - May 2014
CritiTech, Inc. September 2007 - June 2010
R.D. Johnson Excavating Company October 2004 - August 2007
Skills
Business Process..., Process Modeling, Project Management, Wealth Management, Database Programming, Econometric Modeling, Risk Management, Asset Management, Financial Modeling, SDLC, Strategic Planning
Education
The University of Kansas 1967 — 1970
Juris Doctor, Law
The University of Kansas 1963 — 1967
Bachelor's degree, Political Science, History, English, and Chemistry
None - retired May 2014 - Present
Morgan Stanley Investment Management June 2010 - May 2014
CritiTech, Inc. September 2007 - June 2010
R.D. Johnson Excavating Company October 2004 - August 2007
Skills
Business Process..., Process Modeling, Project Management, Wealth Management, Database Programming, Econometric Modeling, Risk Management, Asset Management, Financial Modeling, SDLC, Strategic Planning
Education
The University of Kansas 1967 — 1970
Juris Doctor, Law
The University of Kansas 1963 — 1967
Bachelor's degree, Political Science, History, English, and Chemistry
Aaron Galbraith Aaron Galbraith's Morgan Stanley Investment Management Experience March 2003 - May 2009
Job Billing specialist at Edelman Financial Services
Industry Financial Services
Experience
Edelman Financial Services October 2011 - Present
Ignis Asset Management May 2009 - August 2011
Morgan Stanley Investment Management March 2003 - May 2009
Standard Life Investments March 1999 - March 2003
Education
The University of Glasgow 1994 — 1999
Master's Degree, Management Studies
Edelman Financial Services October 2011 - Present
Ignis Asset Management May 2009 - August 2011
Morgan Stanley Investment Management March 2003 - May 2009
Standard Life Investments March 1999 - March 2003
Education
The University of Glasgow 1994 — 1999
Master's Degree, Management Studies
Caite Irvine Caite Irvine's Morgan Stanley Investment Management Experience July 2013 - November 2014
Job Associate, Consultant Relations Fund of Hedge Funds
Industry Investment Management
Experience
Fund of Hedge Funds November 2014 - Present
Morgan Stanley Investment Management July 2013 - November 2014
Babson College June 2012 - June 2013
Patagonia January 2011 - May 2013
Skills
Series 7, Series 63, Athletic Recruiting, Athletic Administration, Research, Microsoft Excel, Microsoft Word, Sales, Public Speaking, PowerPoint
Education
Trinity College-Hartford 2007 — 2012
Bachelor of Arts (B.A.), American/United States Studies/Civilization
The Hotchkiss School 2005 — 2007
Fund of Hedge Funds November 2014 - Present
Morgan Stanley Investment Management July 2013 - November 2014
Babson College June 2012 - June 2013
Patagonia January 2011 - May 2013
Skills
Series 7, Series 63, Athletic Recruiting, Athletic Administration, Research, Microsoft Excel, Microsoft Word, Sales, Public Speaking, PowerPoint
Education
Trinity College-Hartford 2007 — 2012
Bachelor of Arts (B.A.), American/United States Studies/Civilization
The Hotchkiss School 2005 — 2007
Mackenzie Perry Mackenzie Perry's Morgan Stanley Investment Management Experience May 2012 - August 2012
Job Student at Texas Tech University
Industry Retail
Experience
Tucker Brown June 2014 - Present
PaperCity Magazine May 2015 - August 2015
Paddle Tramps August 2012 - December 2012
Morgan Stanley Investment Management May 2012 - August 2012
Skills
Customer Service, Sales, Social Media Marketing, Social Media, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel
Education
Texas Tech University 2011 — 2015
Bachelor's Degree, Retail Management
Texas Tech University
Tucker Brown June 2014 - Present
PaperCity Magazine May 2015 - August 2015
Paddle Tramps August 2012 - December 2012
Morgan Stanley Investment Management May 2012 - August 2012
Skills
Customer Service, Sales, Social Media Marketing, Social Media, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel
Education
Texas Tech University 2011 — 2015
Bachelor's Degree, Retail Management
Texas Tech University
Jack Dowling Jack Dowling's Morgan Stanley Investment Management Experience June 2008 - July 2008
Job Asset Management and Acquisitions at Crow Holdings Capital
Industry Real Estate
Experience
Crow Holdings Capital June 2015 - Present
Crow Holdings Capital Partners, L.L.C. June 2013 - May 2015
L&B Realty Advisors, LLP September 2012 - May 2013
Pacific Coast Capital Partners June 2012 - July 2012
Colony Capital June 2011 - July 2011
Our Green Maui August 2009 - August 2009
Morgan Stanley Investment Management June 2008 - July 2008
Skills
Commercial Real Estate, Financial Modeling, Microsoft Excel, Underwriting, Portfolio Management, Valuation, Asset Management, Due Diligence, Real Estate, Financial Analysis, Investments, Finance
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Real Estate Finance
The Taft School 2005 — 2009
Crow Holdings Capital June 2015 - Present
Crow Holdings Capital Partners, L.L.C. June 2013 - May 2015
L&B Realty Advisors, LLP September 2012 - May 2013
Pacific Coast Capital Partners June 2012 - July 2012
Colony Capital June 2011 - July 2011
Our Green Maui August 2009 - August 2009
Morgan Stanley Investment Management June 2008 - July 2008
Skills
Commercial Real Estate, Financial Modeling, Microsoft Excel, Underwriting, Portfolio Management, Valuation, Asset Management, Due Diligence, Real Estate, Financial Analysis, Investments, Finance
Education
Southern Methodist University - Cox School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Real Estate Finance
The Taft School 2005 — 2009
Will Stevens Will Stevens's Morgan Stanley Investment Management Experience April 1995 - July 2002
Job Follower of Jesus Christ, Husband to Heather, Father to Nick, Greg and Sam
Industry Nonprofit Organization Management
Experience
WaterStone May 2013 - Present
Ordained to the Ministry (July 2014) 2010 - Present
Advocace Media July 2012 - April 2013
1st Global May 2003 - January 2009
Morgan Stanley Investment Management April 1995 - July 2002
Morgan Stanley January 1990 - July 1999
Samuel J. Tilden High School May 1985 - January 1990
Skills
Public Relations, Social Media Marketing, Marketing Strategy, Fundraising, Marketing, Strategic Planning, Leadership, Business Development, Nonprofits, Public Speaking, Expository Preaching, Bible teaching, Creative Writing, Speech Writing, Systematic Theology, Christian Ethics, Christian Apologetics, Executive Coaching, Charitable Gift Planning, Social Media, Sales, Advertising, Strategic Communications, Corporate Communications, Management, Training, Strategy
Education
Southwestern Baptist Theological Seminary
Doctor of Ministry, Theology, Biblical Stewardship
Southwestern Baptist Theological Seminary 2010 — 2012
Master of Divinity (M.Div.), Steward Leadership, Biblical Languages
Morgan Stanley Management Program 1996 — 1997
Executive Leadership
University of Virginia 1979 — 1981
Master of Arts Program, Foreign Affairs
University of Rochester 1975 — 1979
B.A. magna cum laude, History; Russian studies
Poly Prep C.D.S. 1969 — 1975
Diploma, Latin
WaterStone May 2013 - Present
Ordained to the Ministry (July 2014) 2010 - Present
Advocace Media July 2012 - April 2013
1st Global May 2003 - January 2009
Morgan Stanley Investment Management April 1995 - July 2002
Morgan Stanley January 1990 - July 1999
Samuel J. Tilden High School May 1985 - January 1990
Skills
Public Relations, Social Media Marketing, Marketing Strategy, Fundraising, Marketing, Strategic Planning, Leadership, Business Development, Nonprofits, Public Speaking, Expository Preaching, Bible teaching, Creative Writing, Speech Writing, Systematic Theology, Christian Ethics, Christian Apologetics, Executive Coaching, Charitable Gift Planning, Social Media, Sales, Advertising, Strategic Communications, Corporate Communications, Management, Training, Strategy
Education
Southwestern Baptist Theological Seminary
Doctor of Ministry, Theology, Biblical Stewardship
Southwestern Baptist Theological Seminary 2010 — 2012
Master of Divinity (M.Div.), Steward Leadership, Biblical Languages
Morgan Stanley Management Program 1996 — 1997
Executive Leadership
University of Virginia 1979 — 1981
Master of Arts Program, Foreign Affairs
University of Rochester 1975 — 1979
B.A. magna cum laude, History; Russian studies
Poly Prep C.D.S. 1969 — 1975
Diploma, Latin
Jamie Botts's Morgan Stanley Investment Management Experience April 2005 - May 2006
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2006 - Present
Morgan Stanley Investment Management April 2005 - May 2006
First Tennesee December 1999 - April 2005
Skills
Retirement Planning, Retirement, 401k Rollovers, Investments, Finance, Fixed Income, Investment Strategies, Asset Allocation, Mutual Funds, Financial Services, Fixed Annuities, Securities
Education
The University of Kansas 1983 — 1987
Bachelor of Science, Business and Marketing
Wells Fargo Advisors May 2006 - Present
Morgan Stanley Investment Management April 2005 - May 2006
First Tennesee December 1999 - April 2005
Skills
Retirement Planning, Retirement, 401k Rollovers, Investments, Finance, Fixed Income, Investment Strategies, Asset Allocation, Mutual Funds, Financial Services, Fixed Annuities, Securities
Education
The University of Kansas 1983 — 1987
Bachelor of Science, Business and Marketing
Alex Montoya, CIMA®, AIF® Alex Montoya, CIMA®, AIF®'s Morgan Stanley Investment Management Experience August 2014 - March 2015
Job Senior Vice President at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management April 2015 - Present
Morgan Stanley Investment Management August 2014 - March 2015
Russell Investments April 2007 - August 2014
Columbia Management August 2004 - April 2007
Van Kampen August 1995 - August 2004
Omega Protein, Inc. (formerly Zapata Protein) April 1994 - July 1995
Trinity University August 1993 - May 1995
Skills
Series 7, Asset Allocation, Mutual Funds, Alternative Investments, Series 63, Investment Strategies, Wealth Management, Investment Management, Retirement Planning, Series 65, Strategic Financial..., Asset Management, ETFs, Financial Advisory, Financial Analysis, Financial Services, Investment Advisory, Investments, Separately Managed..., Strategic Partnerships, Fixed Income, Portfolio Management, Securities, Equities, Financial Planning
Education
Trinity University 1991 — 1995
Bachelor of Science, International Business
Strake Jesuit 1987 — 1991
Saint Cecilia
Lazard Asset Management April 2015 - Present
Morgan Stanley Investment Management August 2014 - March 2015
Russell Investments April 2007 - August 2014
Columbia Management August 2004 - April 2007
Van Kampen August 1995 - August 2004
Omega Protein, Inc. (formerly Zapata Protein) April 1994 - July 1995
Trinity University August 1993 - May 1995
Skills
Series 7, Asset Allocation, Mutual Funds, Alternative Investments, Series 63, Investment Strategies, Wealth Management, Investment Management, Retirement Planning, Series 65, Strategic Financial..., Asset Management, ETFs, Financial Advisory, Financial Analysis, Financial Services, Investment Advisory, Investments, Separately Managed..., Strategic Partnerships, Fixed Income, Portfolio Management, Securities, Equities, Financial Planning
Education
Trinity University 1991 — 1995
Bachelor of Science, International Business
Strake Jesuit 1987 — 1991
Saint Cecilia
Nick Kovich's Morgan Stanley Investment Management Experience January 1996 - January 2001
Job Managing Partner at Beach Investment Counsel
Industry Financial Services
Experience
Beach Investment Counsel November 2011 - Present
Chemical Heritage Foundation February 2010 - Present
Conestoga Capital Advisors 2002 - Present
Kovich Capital Management January 2001 - Present
Pennsylvania Horticultural Society 2001 - Present
Milestone Funds January 2006 - December 2011
Morgan Stanley Investment Management January 1996 - January 2001
Miller Anderson & Sherrerd April 1988 - December 1995
Waddell & Reed June 1982 - March 1988
Amoco Oil Company June 1981 - May 1982
Skills
Alternative Investments, Mutual Funds, Investments, Management, Nonprofits, Private Equity, Portfolio Management, Investment Management, Funding, Equities, Investment Strategies, Hedge Funds, Fixed Income, Asset Management, Equity Research, Asset Allocation, Securities, Emerging Markets
Education
The University of Kansas 1979 — 1981
MBA, Finance
University of Kansas 1974 — 1979
BS Cum Laude, Chemical Engineering
Beach Investment Counsel November 2011 - Present
Chemical Heritage Foundation February 2010 - Present
Conestoga Capital Advisors 2002 - Present
Kovich Capital Management January 2001 - Present
Pennsylvania Horticultural Society 2001 - Present
Milestone Funds January 2006 - December 2011
Morgan Stanley Investment Management January 1996 - January 2001
Miller Anderson & Sherrerd April 1988 - December 1995
Waddell & Reed June 1982 - March 1988
Amoco Oil Company June 1981 - May 1982
Skills
Alternative Investments, Mutual Funds, Investments, Management, Nonprofits, Private Equity, Portfolio Management, Investment Management, Funding, Equities, Investment Strategies, Hedge Funds, Fixed Income, Asset Management, Equity Research, Asset Allocation, Securities, Emerging Markets
Education
The University of Kansas 1979 — 1981
MBA, Finance
University of Kansas 1974 — 1979
BS Cum Laude, Chemical Engineering
Shane Driscoll Shane Driscoll's Morgan Stanley Investment Management Experience April 1996 - February 1997
Job PB Transition Team at UBS Investment Bank
Industry Financial Services
Experience
Prime Brokerage Transitions Team at UBS Investment Bank December 2006 - Present
Massey Knakal Realty Services April 2005 - September 2006
NAI DG Hart June 1999 - March 2005
HeartShare Human Services of New York March 1997 - May 1999
Morgan Stanley Investment Management April 1996 - February 1997
Skills
Retail, Real Estate Economics, Real Estate, Management, Brokerage, Bloomberg, Asset Managment, Finance, Equities, Hedge Funds, Fixed Income, Investment Banking, Securities, Investments
Education
St. Francis College 1995 — 1999
Prime Brokerage Transitions Team at UBS Investment Bank December 2006 - Present
Massey Knakal Realty Services April 2005 - September 2006
NAI DG Hart June 1999 - March 2005
HeartShare Human Services of New York March 1997 - May 1999
Morgan Stanley Investment Management April 1996 - February 1997
Skills
Retail, Real Estate Economics, Real Estate, Management, Brokerage, Bloomberg, Asset Managment, Finance, Equities, Hedge Funds, Fixed Income, Investment Banking, Securities, Investments
Education
St. Francis College 1995 — 1999
Jeff A. Watkins Jeff A. Watkins's Morgan Stanley Investment Management Experience May 2005 - July 2006
Job Film & Television Producer
Industry Media Production
Experience
Infinite Vision Productions June 2008 - Present
Merrill Lynch 2006 - 2008
Morgan Stanley Investment Management May 2005 - July 2006
United States Navy May 2002 - May 2005
Skills
Digital Marketing, Media Production, Film Finance, Commercial Video, Asset Managment, Investments, Strategic Financial..., Managerial Finance, Investor Relations, Risk Management, Leadership, Budgets, Strategic Planning, Business Development, Financial Modeling, Business Planning, Marketing, Finance, Asset Management, Entrepreneurship, Strategy, Commercials, Mergers & Acquisitions, Due Diligence, Digital Media, Private Equity, Start-ups, Portfolio Management
Education
United States Naval Academy 1998 — 2002
Economics, Finance
Mount Saint Michael Academy
Infinite Vision Productions June 2008 - Present
Merrill Lynch 2006 - 2008
Morgan Stanley Investment Management May 2005 - July 2006
United States Navy May 2002 - May 2005
Skills
Digital Marketing, Media Production, Film Finance, Commercial Video, Asset Managment, Investments, Strategic Financial..., Managerial Finance, Investor Relations, Risk Management, Leadership, Budgets, Strategic Planning, Business Development, Financial Modeling, Business Planning, Marketing, Finance, Asset Management, Entrepreneurship, Strategy, Commercials, Mergers & Acquisitions, Due Diligence, Digital Media, Private Equity, Start-ups, Portfolio Management
Education
United States Naval Academy 1998 — 2002
Economics, Finance
Mount Saint Michael Academy
Jeffrey Alt, CFA, CAIA Jeffrey Alt, CFA, CAIA's Morgan Stanley Investment Management Experience 1994 - 2006
Job Head of North American Sales at Prudential Fixed Income Management
Industry Investment Management
Experience
Prudential Fixed Income Management January 2013 - Present
Prudential Fixed Income Management March 2009 - Present
Prudential Fixed Income Management March 2008 - March 2009
Prudential Fixed Income Management March 2006 - March 2008
Morgan Stanley Investment Management 1994 - 2006
Morgan Stanley 1994 - 2006
FundPlan Services 1992 - 1994
Skills
Hedge Funds, Fixed Income, Institutional Sales, Alternative Investments, Product Management, Portable Alpha, Team Management, Fund Of Funds, Mutual Funds, Investments, Private Equity, Pension Funds
Education
Temple University - Fox School of Business and Management 1997 — 1999
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1987 — 1991
BBA, Finance
Prudential Fixed Income Management January 2013 - Present
Prudential Fixed Income Management March 2009 - Present
Prudential Fixed Income Management March 2008 - March 2009
Prudential Fixed Income Management March 2006 - March 2008
Morgan Stanley Investment Management 1994 - 2006
Morgan Stanley 1994 - 2006
FundPlan Services 1992 - 1994
Skills
Hedge Funds, Fixed Income, Institutional Sales, Alternative Investments, Product Management, Portable Alpha, Team Management, Fund Of Funds, Mutual Funds, Investments, Private Equity, Pension Funds
Education
Temple University - Fox School of Business and Management 1997 — 1999
MBA, Finance
University of Michigan - Stephen M. Ross School of Business 1987 — 1991
BBA, Finance
Armando Rosselli, CFA Armando Rosselli, CFA's Morgan Stanley Investment Management Experience April 2013 - Present
Job Emerging Markets Fixed Income Investment Analyst at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management April 2013 - Present
Morgan Stanley September 2012 - April 2013
Morgan Stanley June 2011 - August 2011
The World Bank Treasury June 2008 - May 2010
National Bureau of Public Debt - Ministry of Finance of Argentina May 2006 - May 2008
Skills
Alternative Investments, Funding, Financial Modeling, Macroeconomics, Swaps, Economics, Investment Management, Treasury, Capital Markets, Emerging Markets, Financial Analysis, Valuation, Finance, Investment Banking, Banking, Bloomberg, Corporate Finance, Fixed Income, Equities, Derivatives, Project Finance, Investments, Hedge Funds, Portfolio Management
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA, Analytic Finance, Accounting
Universidad de 'San Andrés' 2007 — 2007
Master, Economics
University of Buenos Aires 2000 — 2005
Bachelor of Science, Economics
Morgan Stanley Investment Management April 2013 - Present
Morgan Stanley September 2012 - April 2013
Morgan Stanley June 2011 - August 2011
The World Bank Treasury June 2008 - May 2010
National Bureau of Public Debt - Ministry of Finance of Argentina May 2006 - May 2008
Skills
Alternative Investments, Funding, Financial Modeling, Macroeconomics, Swaps, Economics, Investment Management, Treasury, Capital Markets, Emerging Markets, Financial Analysis, Valuation, Finance, Investment Banking, Banking, Bloomberg, Corporate Finance, Fixed Income, Equities, Derivatives, Project Finance, Investments, Hedge Funds, Portfolio Management
Education
The University of Chicago Booth School of Business 2010 — 2012
MBA, Analytic Finance, Accounting
Universidad de 'San Andrés' 2007 — 2007
Master, Economics
University of Buenos Aires 2000 — 2005
Bachelor of Science, Economics
Shawn Jacobowitz's Morgan Stanley Investment Management Experience March 1997 - January 2006
Job First Vice President – Wealth Management UBS Financial Services CFP®, CDFA™
Industry Financial Services
Experience
UBS Financial Services January 2006 - Present
Morgan Stanley Investment Management March 1997 - January 2006
Skills
Series 7, Estate Planning, Strategic Financial..., Retirement Planning
Education
Syracuse University 1990 — 1994
Bachelor’s Degree, Economics
UBS Financial Services January 2006 - Present
Morgan Stanley Investment Management March 1997 - January 2006
Skills
Series 7, Estate Planning, Strategic Financial..., Retirement Planning
Education
Syracuse University 1990 — 1994
Bachelor’s Degree, Economics
Eli Wiseman Eli Wiseman's Morgan Stanley Investment Management Experience November 2009 - Present
Job Global Macro Equity Analyst
Industry Investment Management
Experience
Morgan Stanley Investment Management November 2009 - Present
Brandes Investment Partners June 2008 - September 2008
Federal Reserve Bank of Kansas City February 2005 - August 2007
United States Department of the Treasury August 2004 - December 2004
Maritz Research Deutschland May 2004 - July 2004
Skills
Global Macro Equity..., Macroeconomics, Investment Management, Portfolio Management, Portfolio Attribution, Quantitative Investing, Equities, Bloomberg, Factset, Microsoft Excel, VBA, Visual Basic, Matlab, PowerPoint, Stata, Eviews, R, Sungard MarketMap..., Quantitative Research, Tracking Error..., Portfolio Risk Analysis, Econometrics, Time Series Analysis, Portfolio Optimization, Economics, Country Risk Analysis, Sector Analysis, Industry Analysis, Financial Modeling, Equity Research, Valuation, FX, Currency, FAME 4GL, Investments
Education
The University of Chicago - Booth School of Business 2007 — 2009
Master of Business Administration, Analytic Finance, Econometrics & Statistics
Truman State University 2000 — 2004
Bachelor of Science & Bachelor of Arts, Economics
Morgan Stanley Investment Management November 2009 - Present
Brandes Investment Partners June 2008 - September 2008
Federal Reserve Bank of Kansas City February 2005 - August 2007
United States Department of the Treasury August 2004 - December 2004
Maritz Research Deutschland May 2004 - July 2004
Skills
Global Macro Equity..., Macroeconomics, Investment Management, Portfolio Management, Portfolio Attribution, Quantitative Investing, Equities, Bloomberg, Factset, Microsoft Excel, VBA, Visual Basic, Matlab, PowerPoint, Stata, Eviews, R, Sungard MarketMap..., Quantitative Research, Tracking Error..., Portfolio Risk Analysis, Econometrics, Time Series Analysis, Portfolio Optimization, Economics, Country Risk Analysis, Sector Analysis, Industry Analysis, Financial Modeling, Equity Research, Valuation, FX, Currency, FAME 4GL, Investments
Education
The University of Chicago - Booth School of Business 2007 — 2009
Master of Business Administration, Analytic Finance, Econometrics & Statistics
Truman State University 2000 — 2004
Bachelor of Science & Bachelor of Arts, Economics
Yuriy Shelkovnykov Yuriy Shelkovnykov's Morgan Stanley Investment Management Experience March 2010 - March 2011
Job Programmer Analyst
Industry Information Technology and Services
Experience
Computershare US February 2015 - Present
CME Group March 2013 - December 2014
Bank of America December 2012 - March 2013
CME Group March 2011 - December 2012
Morgan Stanley Investment Management March 2010 - March 2011
CGI October 2000 - January 2010
Skills
Unix, Shell Scripting, Maven, Software Development, HTML, JIRA, Linux, C++, Software Project..., Subversion, JavaScript, Sybase, Visual C++, SOA, VBScript, PHP, WebSphere MQ, Bamboo, Java Enterprise Edition, Enterprise Architecture, SQL, Perl, Weblogic, ClearCase, Java, Test Automation, Software Design, OOP, Oracle, BladeLogic, XML, AutoSys, UC4, GIT, VisualAge, ClearQuest, Nagios, Aardvark, Visual Studio 2010, Team Foundation Server..., ISO 9001:2008 QSM
Education
Toronto School of Business 1998 — 1998
Diploma, IT
National Aviation University, AKA "KIIGA", Kiev, Ukraine 1974 — 1980
MS, Aircraft Electronic Engineering
Computershare US February 2015 - Present
CME Group March 2013 - December 2014
Bank of America December 2012 - March 2013
CME Group March 2011 - December 2012
Morgan Stanley Investment Management March 2010 - March 2011
CGI October 2000 - January 2010
Skills
Unix, Shell Scripting, Maven, Software Development, HTML, JIRA, Linux, C++, Software Project..., Subversion, JavaScript, Sybase, Visual C++, SOA, VBScript, PHP, WebSphere MQ, Bamboo, Java Enterprise Edition, Enterprise Architecture, SQL, Perl, Weblogic, ClearCase, Java, Test Automation, Software Design, OOP, Oracle, BladeLogic, XML, AutoSys, UC4, GIT, VisualAge, ClearQuest, Nagios, Aardvark, Visual Studio 2010, Team Foundation Server..., ISO 9001:2008 QSM
Education
Toronto School of Business 1998 — 1998
Diploma, IT
National Aviation University, AKA "KIIGA", Kiev, Ukraine 1974 — 1980
MS, Aircraft Electronic Engineering
Greg Jenkins, CFA Greg Jenkins, CFA's Morgan Stanley Investment Management Experience 2007 - 2010
Job Senior Director at Invesco Ltd. Chair, Invesco DC Institute
Industry Investment Management
Experience
Invesco Ltd. June 2010 - Present
Morgan Stanley Investment Management 2007 - 2010
Van Kampen Investments 2007 - 2010
Charles Schwab December 2001 - April 2007
Financial Engines January 2000 - December 2001
Scudder Investments 1997 - 2000
Invesco Aim 1992 - 1997
INVESCO Funds Group 1992 - 1997
Skills
Asset Allocation, Alternative Investments, Investment Management, Investment Advisory, 401k, Investment Strategies, Asset Management, Investments, Relationship Management, Separately Managed..., Series 3, Series 30, Series 79
Education
University of Colorado Boulder 1987 — 1991
BA, Economics
The University of Texas at Dallas 1998 — 2001
MBA, Finance
Invesco Ltd. June 2010 - Present
Morgan Stanley Investment Management 2007 - 2010
Van Kampen Investments 2007 - 2010
Charles Schwab December 2001 - April 2007
Financial Engines January 2000 - December 2001
Scudder Investments 1997 - 2000
Invesco Aim 1992 - 1997
INVESCO Funds Group 1992 - 1997
Skills
Asset Allocation, Alternative Investments, Investment Management, Investment Advisory, 401k, Investment Strategies, Asset Management, Investments, Relationship Management, Separately Managed..., Series 3, Series 30, Series 79
Education
University of Colorado Boulder 1987 — 1991
BA, Economics
The University of Texas at Dallas 1998 — 2001
MBA, Finance
Brendan Dowling Brendan Dowling's Morgan Stanley Investment Management Experience May 2013 - July 2013
Job Investment Banking Summer Analyst at Morgan Stanley
Industry Investment Banking
Experience
Trinity College - Hartford September 2013 - Present
Morgan Stanley June 2015 - August 2015
State Street June 2014 - August 2014
Morgan Stanley Investment Management May 2013 - July 2013
Skills
Public Speaking, Economics, Leadership, Teamwork, Microsoft Word, Time Management, Microsoft Excel, Securities, Microsoft Office, Finance, Bloomberg Terminal, ETFs
Education
Trinity College-Hartford 2012 — 2016
Bachelor of Science (B.S.), Economics
Institute of Economics and Political Studies, Cambridge University 2015 — 2015
4.0/4.0
Glen Rock High School 2008 — 2012
Trinity College - Hartford September 2013 - Present
Morgan Stanley June 2015 - August 2015
State Street June 2014 - August 2014
Morgan Stanley Investment Management May 2013 - July 2013
Skills
Public Speaking, Economics, Leadership, Teamwork, Microsoft Word, Time Management, Microsoft Excel, Securities, Microsoft Office, Finance, Bloomberg Terminal, ETFs
Education
Trinity College-Hartford 2012 — 2016
Bachelor of Science (B.S.), Economics
Institute of Economics and Political Studies, Cambridge University 2015 — 2015
4.0/4.0
Glen Rock High School 2008 — 2012
Joseph E. Kenna Joseph E. Kenna's Morgan Stanley Investment Management Experience March 2000 - March 2006
Job Vice PresidentInvestment Officer, PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2006 - Present
Morgan Stanley Investment Management March 2000 - March 2006
Kidder, Peabody Co., Inc., New York September 1987 - September 1992
Federal Reserve Bank of New York September 1985 - September 1987
Skills
Investments, Investment Strategies, Asset Allocation, Financial Advisory, 401k, IRAs, Wealth Accumulation, 401k Rollovers, Estate Investment..., 529 Plans, Saving for Education, Retirement, Retirement Planning, Wealth, Finance
Education
The College of William and Mary - The Mason School of Business 1980 — 1982
Master of Business Administration (M.B.A.), Corporate Finance
University of North Carolina at Chapel Hill 1974 — 1978
Bachelor of Arts (B.A.), History, English
The Lawrenceville School, Lawrenceville, NJ 1971 — 1974
Private Prep School
Fort Hill, John Adams
Wells Fargo Advisors March 2006 - Present
Morgan Stanley Investment Management March 2000 - March 2006
Kidder, Peabody Co., Inc., New York September 1987 - September 1992
Federal Reserve Bank of New York September 1985 - September 1987
Skills
Investments, Investment Strategies, Asset Allocation, Financial Advisory, 401k, IRAs, Wealth Accumulation, 401k Rollovers, Estate Investment..., 529 Plans, Saving for Education, Retirement, Retirement Planning, Wealth, Finance
Education
The College of William and Mary - The Mason School of Business 1980 — 1982
Master of Business Administration (M.B.A.), Corporate Finance
University of North Carolina at Chapel Hill 1974 — 1978
Bachelor of Arts (B.A.), History, English
The Lawrenceville School, Lawrenceville, NJ 1971 — 1974
Private Prep School
Fort Hill, John Adams
Chris Marinelli's Morgan Stanley Investment Management Experience May 2008 - August 2008
Job Associate, US Short Rates Trading, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2010 - Present
Denver Broncos 2010 - 2010
Indianapolis Colts 2010 - 2010
Acuity Ventures May 2009 - August 2009
Cornish & Carey Commercial May 2009 - August 2009
Morgan Stanley Investment Management May 2008 - August 2008
Skills
Bloomberg, Capital Markets, Fixed Income, Investments, Microsoft Excel
Education
Stanford University 2005 — 2009
B.A., Classics, Economics
Boston College High School 2001 — 2005
High School Diploma
Bank of America Merrill Lynch November 2010 - Present
Denver Broncos 2010 - 2010
Indianapolis Colts 2010 - 2010
Acuity Ventures May 2009 - August 2009
Cornish & Carey Commercial May 2009 - August 2009
Morgan Stanley Investment Management May 2008 - August 2008
Skills
Bloomberg, Capital Markets, Fixed Income, Investments, Microsoft Excel
Education
Stanford University 2005 — 2009
B.A., Classics, Economics
Boston College High School 2001 — 2005
High School Diploma
Anoushka Mirchandani Anoushka Mirchandani's Morgan Stanley Investment Management Experience March 2015 - Present
Job Senior Business Analyst at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management March 2015 - Present
BlackRock August 2014 - March 2015
BlackRock January 2013 - August 2014
BlackRock November 2010 - January 2013
Funaro and Co / pc January 2007 - August 2007
Skills
Fixed Income, BlackRock Aladdin, Microsoft Office, QuickBooks, Euroclear, DTC, Bloomberg Terminal, Markit, Wall Street Office, Mac OS, HTML, Visual Basic, English, French, Hindi, Bloomberg, Equities, Portfolio Management, Analysis, Finance, Process Improvement
Education
State University of New York College at Old Westbury
Bachelor's Degree, Economics
Morgan Stanley Investment Management March 2015 - Present
BlackRock August 2014 - March 2015
BlackRock January 2013 - August 2014
BlackRock November 2010 - January 2013
Funaro and Co / pc January 2007 - August 2007
Skills
Fixed Income, BlackRock Aladdin, Microsoft Office, QuickBooks, Euroclear, DTC, Bloomberg Terminal, Markit, Wall Street Office, Mac OS, HTML, Visual Basic, English, French, Hindi, Bloomberg, Equities, Portfolio Management, Analysis, Finance, Process Improvement
Education
State University of New York College at Old Westbury
Bachelor's Degree, Economics
David Ortiz De La Rosa David Ortiz De La Rosa's Morgan Stanley Investment Management Experience May 2011 - August 2011
Job Federal Financial Consultant / Team Lead at Accenture
Industry Financial Services
Experience
Accenture February 2015 - Present
Accenture July 2013 - February 2015
IBM March 2012 - July 2013
Morgan Stanley Investment Management May 2011 - August 2011
BAE Systems June 2010 - July 2011
Skills
Financial Analysis, Risk Management, Finance, Lean Six Sigma, Financial Modeling, Microsoft Excel, Management, Data Analysis, Leadership, Analysis, Accounting, Financial Reporting, Portfolio Management, Spanish-speaking, Strategic Financial..., Business Analysis, Business Process..., Management Consulting, Process Improvement, Asset Allocation, Captivate, Employee Training, Spanish, Adobe Captivate, Italian languages, Microsoft Office, PowerPoint, Microsoft Word, Consulting
Education
The George Washington University - School of Business 2014 — 2017
Master of Business Administration (MBA) Candidate
George Mason University - School of Business 2010 — 2011
Bachelors of Science in Finance, Finance, 3.30/4.00
Virginia Polytechnic Institute and State University
General Business
Accenture February 2015 - Present
Accenture July 2013 - February 2015
IBM March 2012 - July 2013
Morgan Stanley Investment Management May 2011 - August 2011
BAE Systems June 2010 - July 2011
Skills
Financial Analysis, Risk Management, Finance, Lean Six Sigma, Financial Modeling, Microsoft Excel, Management, Data Analysis, Leadership, Analysis, Accounting, Financial Reporting, Portfolio Management, Spanish-speaking, Strategic Financial..., Business Analysis, Business Process..., Management Consulting, Process Improvement, Asset Allocation, Captivate, Employee Training, Spanish, Adobe Captivate, Italian languages, Microsoft Office, PowerPoint, Microsoft Word, Consulting
Education
The George Washington University - School of Business 2014 — 2017
Master of Business Administration (MBA) Candidate
George Mason University - School of Business 2010 — 2011
Bachelors of Science in Finance, Finance, 3.30/4.00
Virginia Polytechnic Institute and State University
General Business
Patricia O'Donnell Patricia O'Donnell's Morgan Stanley Investment Management Experience December 2007 - Present
Job Supervisory Analyst at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management December 2007 - Present
Thomas Weisel Partners July 2004 - November 2007
Donaldson, Lufkin & Jenrette 1988 - 2000
Skills
Economics, Valuation, Asset Managment, Bloomberg, Financial Analysis, Equities, Capital Markets, Investment Banking, Financial Modeling, Financial Services, Investments, Portfolio Management, Equity Research, Investor Relations, Asset Allocation, Emerging Markets, Mergers & Acquisitions, Securities, Due Diligence, Financial Markets, Corporate Finance, Alternative Investments, Equity Valuation, FINRA
Education
Syracuse University 1978 — 1982
AB, American History/English&Irish Literature
Morgan Stanley Investment Management December 2007 - Present
Thomas Weisel Partners July 2004 - November 2007
Donaldson, Lufkin & Jenrette 1988 - 2000
Skills
Economics, Valuation, Asset Managment, Bloomberg, Financial Analysis, Equities, Capital Markets, Investment Banking, Financial Modeling, Financial Services, Investments, Portfolio Management, Equity Research, Investor Relations, Asset Allocation, Emerging Markets, Mergers & Acquisitions, Securities, Due Diligence, Financial Markets, Corporate Finance, Alternative Investments, Equity Valuation, FINRA
Education
Syracuse University 1978 — 1982
AB, American History/English&Irish Literature
Aaron Walters Aaron Walters's Morgan Stanley Investment Management Experience 1998 - 2000
Job Managing Partner at GreenCity Power
Industry Renewables & Environment
Experience
GreenCity Power February 2014 - Present
Greenleaf Power 2010 - Present
Recycled Energy Development 2007 - January 2014
Lazard 2005 - 2007
Knelman Asset Management 2000 - 2005
Morgan Stanley Investment Management 1998 - 2000
Skills
Mergers, Venture Capital, Management, M&A experience, Capital Raising, Private Equity, Corporate Development, Asset Management, Financial Analysis, Renewable Energy, Business Valuation, Financial Structuring, Mergers & Acquisitions, Equities, Project Finance, Investments, Valuation, Due Diligence, Corporate Finance, IPO, Financial Modeling, Restructuring, Investor Relations, Investment Banking, Divestitures, LBO, Structured Finance, Emerging Markets, Private Placements
Education
London School of Economics and Political Science 1996 — 1998
BSc, Accounting & Finance
Hinsdale Central
University of Wisconsin-Madison
GreenCity Power February 2014 - Present
Greenleaf Power 2010 - Present
Recycled Energy Development 2007 - January 2014
Lazard 2005 - 2007
Knelman Asset Management 2000 - 2005
Morgan Stanley Investment Management 1998 - 2000
Skills
Mergers, Venture Capital, Management, M&A experience, Capital Raising, Private Equity, Corporate Development, Asset Management, Financial Analysis, Renewable Energy, Business Valuation, Financial Structuring, Mergers & Acquisitions, Equities, Project Finance, Investments, Valuation, Due Diligence, Corporate Finance, IPO, Financial Modeling, Restructuring, Investor Relations, Investment Banking, Divestitures, LBO, Structured Finance, Emerging Markets, Private Placements
Education
London School of Economics and Political Science 1996 — 1998
BSc, Accounting & Finance
Hinsdale Central
University of Wisconsin-Madison
Emily Tung's Morgan Stanley Investment Management Experience March 2008 - June 2009
Job MBA/MA Candidate at The Wharton School & Lauder Institute
Industry Management Consulting
Experience
New York City Economic Development Corporation August 2013 - May 2015
Accenture September 2011 - June 2013
Tata Group May 2011 - July 2011
Accenture May 2010 - July 2010
U.S. Department of Commerce September 2009 - December 2009
Morgan Stanley Investment Management March 2008 - June 2009
Internal Revenue Service December 2007 - April 2008
Skills
Financial Analysis, Social Media Marketing, Strategic Planning, Spanish, Competitive Analysis, Financial Modeling, Online Advertising, Management Consulting, Nonprofits, Management, Data Analysis, Business Strategy, Strategy, Market Research, Entrepreneurship
Education
University of Pennsylvania - The Lauder Institute 2015 — 2017
Master of Arts (M.A.), International Studies
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
B.S, Business Administration; Minor: Spanish Language
The University of Hong Kong
B.S. Business Administration & Economics
New York City Economic Development Corporation August 2013 - May 2015
Accenture September 2011 - June 2013
Tata Group May 2011 - July 2011
Accenture May 2010 - July 2010
U.S. Department of Commerce September 2009 - December 2009
Morgan Stanley Investment Management March 2008 - June 2009
Internal Revenue Service December 2007 - April 2008
Skills
Financial Analysis, Social Media Marketing, Strategic Planning, Spanish, Competitive Analysis, Financial Modeling, Online Advertising, Management Consulting, Nonprofits, Management, Data Analysis, Business Strategy, Strategy, Market Research, Entrepreneurship
Education
University of Pennsylvania - The Lauder Institute 2015 — 2017
Master of Arts (M.A.), International Studies
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2011
B.S, Business Administration; Minor: Spanish Language
The University of Hong Kong
B.S. Business Administration & Economics
Nicholas Hall Nicholas Hall's Morgan Stanley Investment Management Experience February 2011 - Present
Job Vice President at Morgan Stanley and MBA Candidate at NYU Stern
Industry Investment Management
Experience
Morgan Stanley Investment Management February 2011 - Present
KLS Professional Advisors Group LLC February 2010 - February 2011
AllianceBernstein May 2007 - February 2010
Leader Mortgage Company May 2006 - August 2006
Skills
Asset Managment, Fixed Income, Hedge Funds, Alternative Investments, Investment Management, Performance Attribution, Portfolio Management, Risk Analysis, Emerging Markets, Real Estate, Securities, Financial Modeling, Derivatives, Asset Management, Capital Markets, Mutual Funds, Investments, Asset Allocation
Education
New York University, Stern School of Business 2012 — 2015
Master of Business Administration (MBA), Finance and Economics
Trinity College-Hartford 2003 — 2007
Bachelor of Arts (B.A.)
Belmont Hill School
Morgan Stanley Investment Management February 2011 - Present
KLS Professional Advisors Group LLC February 2010 - February 2011
AllianceBernstein May 2007 - February 2010
Leader Mortgage Company May 2006 - August 2006
Skills
Asset Managment, Fixed Income, Hedge Funds, Alternative Investments, Investment Management, Performance Attribution, Portfolio Management, Risk Analysis, Emerging Markets, Real Estate, Securities, Financial Modeling, Derivatives, Asset Management, Capital Markets, Mutual Funds, Investments, Asset Allocation
Education
New York University, Stern School of Business 2012 — 2015
Master of Business Administration (MBA), Finance and Economics
Trinity College-Hartford 2003 — 2007
Bachelor of Arts (B.A.)
Belmont Hill School
Jens Nystedt Jens Nystedt's Morgan Stanley Investment Management Experience November 2014 - Present
Job Managing Director at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management November 2014 - Present
Moore Capital Management November 2008 - November 2014
GLG Partners May 2007 - October 2008
Deutsche Bank March 2006 - May 2007
Deutsche Bank 2004 - 2006
International Monetary Fund 1998 - 2004
Inter-American Development Bank August 1997 - December 1997
Skills
Alternative Investments, Asset Management, Capital Markets, Commodity, Corporate Finance, Derivatives, Econometrics, Economics, Emerging Markets, Equities, Financial Markets, Fixed Income, Fund Of Funds, Global Macro, Hedge Funds, Investment Banking, Investments, Macroeconomics, Portfolio Management, Trading, Valuation
Education
Stockholm School of Economics 1994 — 1998
Doctor of Philosophy (Ph.D.), Finance and Economics
Stockholm School of Economics 1990 — 1994
MSc, Finance and Economics
Morgan Stanley Investment Management November 2014 - Present
Moore Capital Management November 2008 - November 2014
GLG Partners May 2007 - October 2008
Deutsche Bank March 2006 - May 2007
Deutsche Bank 2004 - 2006
International Monetary Fund 1998 - 2004
Inter-American Development Bank August 1997 - December 1997
Skills
Alternative Investments, Asset Management, Capital Markets, Commodity, Corporate Finance, Derivatives, Econometrics, Economics, Emerging Markets, Equities, Financial Markets, Fixed Income, Fund Of Funds, Global Macro, Hedge Funds, Investment Banking, Investments, Macroeconomics, Portfolio Management, Trading, Valuation
Education
Stockholm School of Economics 1994 — 1998
Doctor of Philosophy (Ph.D.), Finance and Economics
Stockholm School of Economics 1990 — 1994
MSc, Finance and Economics
Julia Tseng's Morgan Stanley Investment Management Experience 2014 - Present
Job Vice President at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management 2014 - Present
Columbia Management 2006 - 2014
Columbia Management 2004 - 2006
Brown Brothers Harriman 1998 - 2004
Lazard 1995 - 1998
Rice Financial Products Company 1994 - 1995
Education
SUNY Stony Brook 1990 — 1994
Bachelor of Arts (B.A.), Economics
Morgan Stanley Investment Management 2014 - Present
Columbia Management 2006 - 2014
Columbia Management 2004 - 2006
Brown Brothers Harriman 1998 - 2004
Lazard 1995 - 1998
Rice Financial Products Company 1994 - 1995
Education
SUNY Stony Brook 1990 — 1994
Bachelor of Arts (B.A.), Economics
Cyrus Kanga's Morgan Stanley Investment Management Experience May 2007 - August 2007
Job Strategy & Business Development, Commodities at Bloomberg
Industry Financial Services
Experience
Bloomberg September 2011 - Present
Bloomberg August 2010 - September 2011
Burkenroad Reports, Tulane University August 2008 - May 2010
Burkenroad Reports, Tulane University January 2008 - May 2008
Morgan Stanley Investment Management May 2007 - August 2007
Skills
Bloomberg, Energy Markets, Commodity Markets, Foreign Exchange, Financial Modeling, Commodity, Valuation, Derivatives, Equity Research, Equities, Investment Banking, Emerging Markets, Economics, Analysis, Bloomberg Terminal, Financial Markets, Strategy, Fixed Income, Trading, Equity Valuation, Options, Capital Markets, Portfolio Management, Investments, Alternative Investments
Education
Tulane University 2009 — 2010
M. Fin, Finance & Energy
Tulane University 2005 — 2009
BSM, Finance
Bloomberg September 2011 - Present
Bloomberg August 2010 - September 2011
Burkenroad Reports, Tulane University August 2008 - May 2010
Burkenroad Reports, Tulane University January 2008 - May 2008
Morgan Stanley Investment Management May 2007 - August 2007
Skills
Bloomberg, Energy Markets, Commodity Markets, Foreign Exchange, Financial Modeling, Commodity, Valuation, Derivatives, Equity Research, Equities, Investment Banking, Emerging Markets, Economics, Analysis, Bloomberg Terminal, Financial Markets, Strategy, Fixed Income, Trading, Equity Valuation, Options, Capital Markets, Portfolio Management, Investments, Alternative Investments
Education
Tulane University 2009 — 2010
M. Fin, Finance & Energy
Tulane University 2005 — 2009
BSM, Finance
David McCallion David McCallion's Morgan Stanley Investment Management Experience March 2005 - April 2006
Job Sandler O'Neill & Partners, L.P.
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. November 2013 - Present
Wasatch Funds August 2011 - May 2012
Marathon Asset Management April 2006 - May 2011
Marathon Asset Management Singapore December 2006 - October 2007
Morgan Stanley Investment Management March 2005 - April 2006
Skills
Investments, Valuation, Financial Modeling, Capital Markets, Derivatives, Fixed Income, Asset Managment, Finance, Bloomberg, Financial Analysis, Bonds, Alternative Investments, Trading, Asset Management, Business Analysis, Bloomberg Terminal, Hedge Funds, Due Diligence, Emerging Markets, Portfolio Management, Equities, Corporate Finance
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
MBA, Corporate Finance & Investments
The Ohio State University - The Max M. Fisher College of Business 2000 — 2004
Bachelors of Science
St. Anthony's High School 1996 — 2000
Sandler O'Neill & Partners, L.P. November 2013 - Present
Wasatch Funds August 2011 - May 2012
Marathon Asset Management April 2006 - May 2011
Marathon Asset Management Singapore December 2006 - October 2007
Morgan Stanley Investment Management March 2005 - April 2006
Skills
Investments, Valuation, Financial Modeling, Capital Markets, Derivatives, Fixed Income, Asset Managment, Finance, Bloomberg, Financial Analysis, Bonds, Alternative Investments, Trading, Asset Management, Business Analysis, Bloomberg Terminal, Hedge Funds, Due Diligence, Emerging Markets, Portfolio Management, Equities, Corporate Finance
Education
University of Notre Dame - Mendoza College of Business 2011 — 2012
MBA, Corporate Finance & Investments
The Ohio State University - The Max M. Fisher College of Business 2000 — 2004
Bachelors of Science
St. Anthony's High School 1996 — 2000
Maureen Sperling Maureen Sperling's Morgan Stanley Investment Management Experience 2005 - 2005
Job Assistant Brand Manager at PANDORA
Industry Consumer Goods
Experience
PANDORA A/S January 2015 - Present
Reckitt Benckiser August 2013 - January 2015
Johnson & Johnson May 2012 - August 2012
Gallup 2007 - July 2011
The Gallup Organization September 2007 - January 2009
Corporate Executive Board 2006 - 2007
Morgan Stanley Investment Management 2005 - 2005
Skills
Strategy, Management Consulting, Market Research, Succession Planning, Brand Management, Employee Engagement, Account Management, Competitive Analysis, CRM, Analytics, Marketing, Customer Insight, Training, Customer Support, Leadership, Cross-functional Team..., Management
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
The College of William and Mary - The Mason School of Business 2002 — 2006
BBA, Marketing
PANDORA A/S January 2015 - Present
Reckitt Benckiser August 2013 - January 2015
Johnson & Johnson May 2012 - August 2012
Gallup 2007 - July 2011
The Gallup Organization September 2007 - January 2009
Corporate Executive Board 2006 - 2007
Morgan Stanley Investment Management 2005 - 2005
Skills
Strategy, Management Consulting, Market Research, Succession Planning, Brand Management, Employee Engagement, Account Management, Competitive Analysis, CRM, Analytics, Marketing, Customer Insight, Training, Customer Support, Leadership, Cross-functional Team..., Management
Education
University of Virginia - Darden Graduate School of Business Administration 2011 — 2013
MBA
The College of William and Mary - The Mason School of Business 2002 — 2006
BBA, Marketing
Dawn Tutje Dawn Tutje's Morgan Stanley Investment Management Experience November 2011 - Present
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management November 2011 - Present
GE Asset Management January 2008 - November 2011
US Trust - New York 2004 - 2007
UBS Global Asset Management 2003 - 2004
Zurich Scudder Investments (Scudder Investments) 1994 - 2002
Scudder Stevens & Clark 1994 - 2002
Irving Trust / Bank of New York 1986 - 1994
Skills
Alternative Investments, New Business Development, Mutual Funds, Asset Allocation, Asset Managment, Investments, Investment Management, Portfolio Management, Asset Management, Hedge Funds, Series 7, Equities, Investment Strategies, Fixed Income, Securities, Financial Services, Wealth Management, Series 63
Education
The University of Texas at Austin
Bachelor of Arts
University of Wisconsin-Madison
Morgan Stanley Investment Management November 2011 - Present
GE Asset Management January 2008 - November 2011
US Trust - New York 2004 - 2007
UBS Global Asset Management 2003 - 2004
Zurich Scudder Investments (Scudder Investments) 1994 - 2002
Scudder Stevens & Clark 1994 - 2002
Irving Trust / Bank of New York 1986 - 1994
Skills
Alternative Investments, New Business Development, Mutual Funds, Asset Allocation, Asset Managment, Investments, Investment Management, Portfolio Management, Asset Management, Hedge Funds, Series 7, Equities, Investment Strategies, Fixed Income, Securities, Financial Services, Wealth Management, Series 63
Education
The University of Texas at Austin
Bachelor of Arts
University of Wisconsin-Madison
Steven Otu Steven Otu's Morgan Stanley Investment Management Experience June 2008 - August 2008
Job VP of Marketing and Analytics at Pigeonly
Industry Internet
Experience
Pigeonly July 2013 - Present
Distribb February 2013 - July 2013
Troopl.com August 2011 - February 2013
iFundie.com January 2010 - January 2013
RE/MAX International Inc. June 2009 - April 2010
Morgan Stanley Investment Management June 2008 - August 2008
Aarons rents June 2005 - August 2005
Skills
Business Development, Start-ups, Strategy, Entrepreneurship, Strategic Partnerships
Education
The University of Georgia 2005 — 2009
B.B.A., Real Estate, Economics
Shantou University, Shantou, China 2008 — 2008
Operations Management
Pigeonly July 2013 - Present
Distribb February 2013 - July 2013
Troopl.com August 2011 - February 2013
iFundie.com January 2010 - January 2013
RE/MAX International Inc. June 2009 - April 2010
Morgan Stanley Investment Management June 2008 - August 2008
Aarons rents June 2005 - August 2005
Skills
Business Development, Start-ups, Strategy, Entrepreneurship, Strategic Partnerships
Education
The University of Georgia 2005 — 2009
B.B.A., Real Estate, Economics
Shantou University, Shantou, China 2008 — 2008
Operations Management
Evan Judd, CFA Evan Judd, CFA's Morgan Stanley Investment Management Experience 2001 - 2003
Job Independent Fund Director Bell Rock Corporate Services
Industry Investment Management
Experience
Bell Rock Corporate Services Limited September 2013 - Present
Independent Consultant April 2009 - Present
JBCM Fund Limited February 2010 - May 2014
Unihair Co., Ltd June 2010 - July 2011
Shinsei Bank October 2003 - December 2008
Morgan Stanley Investment Management 2001 - 2003
Merrill Lynch Japan, Inc. 1997 - 2001
Lehman Brothers Global Asset Management K.K. 1994 - 1997
Bankers Trust Co Global Investment Management 1989 - 1994
Manufacturers Hanover Trust Co. 1984 - 1989
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Private Equity, Asset Managment, Due Diligence, Asset Management, Investor Relations, Securities, Financial Structuring, Portfolio Management, Investment Management, Mutual Funds, Structured Products, Bonds, Corporate Governance, Emerging Markets, Start-ups, Joint Ventures, Capital Markets, Structured Finance, Venture Capital, Investment Banking, Business Development, Financial Markets, Valuation, Fixed Income, Derivatives, Equity Research, Financial Advisory, Fund Of Funds, Trading, Funding, Bloomberg, Corporate Finance
Education
The University of Texas at Austin
BA cum laude, Economics
Wine & Spirits Education Trust
WSET Certified
United States Sommelier Association
Bell Rock Corporate Services Limited September 2013 - Present
Independent Consultant April 2009 - Present
JBCM Fund Limited February 2010 - May 2014
Unihair Co., Ltd June 2010 - July 2011
Shinsei Bank October 2003 - December 2008
Morgan Stanley Investment Management 2001 - 2003
Merrill Lynch Japan, Inc. 1997 - 2001
Lehman Brothers Global Asset Management K.K. 1994 - 1997
Bankers Trust Co Global Investment Management 1989 - 1994
Manufacturers Hanover Trust Co. 1984 - 1989
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Private Equity, Asset Managment, Due Diligence, Asset Management, Investor Relations, Securities, Financial Structuring, Portfolio Management, Investment Management, Mutual Funds, Structured Products, Bonds, Corporate Governance, Emerging Markets, Start-ups, Joint Ventures, Capital Markets, Structured Finance, Venture Capital, Investment Banking, Business Development, Financial Markets, Valuation, Fixed Income, Derivatives, Equity Research, Financial Advisory, Fund Of Funds, Trading, Funding, Bloomberg, Corporate Finance
Education
The University of Texas at Austin
BA cum laude, Economics
Wine & Spirits Education Trust
WSET Certified
United States Sommelier Association
Meredith Shifman Meredith Shifman's Morgan Stanley Investment Management Experience August 2015 - Present
Job Vice President, Traditional Asset Management Risk at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management August 2015 - Present
J.P. Morgan February 2014 - August 2015
Third Avenue Management January 2010 - January 2014
Third Avenue Management September 2007 - December 2009
QuestMark Partners June 2006 - September 2007
Skills
Business Strategy, Analytics, Hedge Funds, Financial Modeling, Bloomberg, Equities, Alternative Investments, Fixed Income, Asset Management, Portfolio Management, Marketing
Education
The Johns Hopkins University 2002 — 2006
BA, Mathematics
Morgan Stanley Investment Management August 2015 - Present
J.P. Morgan February 2014 - August 2015
Third Avenue Management January 2010 - January 2014
Third Avenue Management September 2007 - December 2009
QuestMark Partners June 2006 - September 2007
Skills
Business Strategy, Analytics, Hedge Funds, Financial Modeling, Bloomberg, Equities, Alternative Investments, Fixed Income, Asset Management, Portfolio Management, Marketing
Education
The Johns Hopkins University 2002 — 2006
BA, Mathematics
Krista Chiu Krista Chiu's Morgan Stanley Investment Management Experience March 2007 - June 2007
Job Apparel Product Development. Fabric R&D. Production Sourcing. Project Management.
Industry Apparel & Fashion
Experience
Alexander Wang Inc. February 2014 - June 2015
Alexander Wang Inc. March 2011 - February 2014
Alexander Wang, Inc. January 2010 - February 2011
GP Restaurant Group June 2009 - January 2010
Tobi February 2009 - June 2009
Morgan Stanley Investment Management March 2007 - June 2007
Skills
Fashion, Apparel, Trend Analysis, Microsoft Office, Retail, Fashion Design, Styling, Luxury Goods, Microsoft Excel, Textiles, Photoshop
Education
The London School of Economics and Political Science (LSE) 2008 — 2008
Finance，Marketing
University of California, Davis 2004 — 2008
BA, Economics, Communication
Alexander Wang Inc. February 2014 - June 2015
Alexander Wang Inc. March 2011 - February 2014
Alexander Wang, Inc. January 2010 - February 2011
GP Restaurant Group June 2009 - January 2010
Tobi February 2009 - June 2009
Morgan Stanley Investment Management March 2007 - June 2007
Skills
Fashion, Apparel, Trend Analysis, Microsoft Office, Retail, Fashion Design, Styling, Luxury Goods, Microsoft Excel, Textiles, Photoshop
Education
The London School of Economics and Political Science (LSE) 2008 — 2008
Finance，Marketing
University of California, Davis 2004 — 2008
BA, Economics, Communication
Robin Brown's Morgan Stanley Investment Management Experience 2007 - 2007
Job Investment Associate at Madison Park
Industry Commercial Real Estate
Experience
Madison Park Financial March 2014 - Present
Native LLC June 2008 - Present
ASB Capital Management September 2012 - March 2014
ASB Capital Management June 2011 - September 2012
Cushman & Wakefield February 2010 - May 2011
Morgan Stanley Investment Management 2007 - 2007
Skills
Financial Modeling, Investments, Financial Analysis, Due Diligence, Valuation, Investment Properties, Entrepreneurship, Portfolio Management, Finance, Asset Management, Private Equity, Acquisitions
Education
Stanford University 2007 — 2008
M.S., Management Science & Engineering
Stanford University 2004 — 2007
B.S., Management Science & Engineering
Madison Park Financial March 2014 - Present
Native LLC June 2008 - Present
ASB Capital Management September 2012 - March 2014
ASB Capital Management June 2011 - September 2012
Cushman & Wakefield February 2010 - May 2011
Morgan Stanley Investment Management 2007 - 2007
Skills
Financial Modeling, Investments, Financial Analysis, Due Diligence, Valuation, Investment Properties, Entrepreneurship, Portfolio Management, Finance, Asset Management, Private Equity, Acquisitions
Education
Stanford University 2007 — 2008
M.S., Management Science & Engineering
Stanford University 2004 — 2007
B.S., Management Science & Engineering
Melissa McNeill's Morgan Stanley Investment Management Experience 1998 - 2003
Job Associate Vice President
Industry Financial Services
Experience
The Pacific Financial Group October 2011 - Present
Bellevue University April 2009 - November 2011
First National Bank of Omaha 2007 - 2009
Hines Real Estate Securities, Inc (Hines REIT) 2003 - 2006
Morgan Stanley Investment Management 1998 - 2003
Skills
Strategic Planning, Account Management, Business Analysis, Financial Services, Six Sigma, Sales, Financial Analysis, New Business Development, Business Development, Marketing, Team Building, Sales Management, Budget, Salesforce.com, Marketing Strategy, Customer Service, Contract Negotiation, Operations Management, Investments, Negotiation, Mutual Funds, Finance, Asset Management, CRM, Budgets
Education
The University of Texas at Austin
The Pacific Financial Group October 2011 - Present
Bellevue University April 2009 - November 2011
First National Bank of Omaha 2007 - 2009
Hines Real Estate Securities, Inc (Hines REIT) 2003 - 2006
Morgan Stanley Investment Management 1998 - 2003
Skills
Strategic Planning, Account Management, Business Analysis, Financial Services, Six Sigma, Sales, Financial Analysis, New Business Development, Business Development, Marketing, Team Building, Sales Management, Budget, Salesforce.com, Marketing Strategy, Customer Service, Contract Negotiation, Operations Management, Investments, Negotiation, Mutual Funds, Finance, Asset Management, CRM, Budgets
Education
The University of Texas at Austin
Heather Montoya Heather Montoya's Morgan Stanley Investment Management Experience May 2000 - September 2004
Job President at Lucidity Marketing and Communications
Industry Writing and Editing
Experience
Lucidity Marketing and Communications April 2015 - Present
St. Vincent de Paul Catholic School September 2004 - April 2015
Weekley Family YMCA September 2009 - October 2011
Morgan Stanley Investment Management May 2000 - September 2004
Van Kampen Funds May 1996 - May 2000
Rauscher Pierce Refsnes June 1994 - June 1995
Henderson Global Investors September 1994 - December 1994
Economic Summit of Industrialized Nations May 1990 - August 1990
Skills
Public Speaking, Fundraising, Community Outreach, Editing, Event Planning, Microsoft Office, Nonprofits, Public Relations, Social Media, Teaching, Leadership, Sales, Customer Service, Management, Marketing, Strategic Planning
Education
Trinity University 1992 — 1996
Bachelor of Science (B.S.), Finance, General
London Guildhall University 1994 — 1994
Study Abroad - Exchange Program
Lucidity Marketing and Communications April 2015 - Present
St. Vincent de Paul Catholic School September 2004 - April 2015
Weekley Family YMCA September 2009 - October 2011
Morgan Stanley Investment Management May 2000 - September 2004
Van Kampen Funds May 1996 - May 2000
Rauscher Pierce Refsnes June 1994 - June 1995
Henderson Global Investors September 1994 - December 1994
Economic Summit of Industrialized Nations May 1990 - August 1990
Skills
Public Speaking, Fundraising, Community Outreach, Editing, Event Planning, Microsoft Office, Nonprofits, Public Relations, Social Media, Teaching, Leadership, Sales, Customer Service, Management, Marketing, Strategic Planning
Education
Trinity University 1992 — 1996
Bachelor of Science (B.S.), Finance, General
London Guildhall University 1994 — 1994
Study Abroad - Exchange Program
Richard (RJ) Barber's Morgan Stanley Investment Management Experience 2000 - 2002
Job Financial ConsultantInvestment Advisor at Visions FCU/LPL Financial
Industry Financial Services
Experience
Visions Federal Credit Union December 2008 - Present
LPL Financial December 2008 - Present
AXA Advisors April 2004 - 2008
Charter One Securities, Inc. 2002 - 2004
Morgan Stanley Investment Management 2000 - 2002
Skills
Fee-Based Financial..., Strategic Financial..., Investments, Retirement Planning, Finance, Financial Advisory, Asset Management, Securities, Insurance, Wealth Management..., Leadership, FINRA, Long Term Care Insurance, Coaching, Wealth Management, Retirement
Education
Suffolk University 1993 — 1997
Bachelor's degree, Business & Finance, Cum Laude
Broome Leadership Institute 2006 — 2006
Completion Certificate, Leadership Program
Visions Federal Credit Union December 2008 - Present
LPL Financial December 2008 - Present
AXA Advisors April 2004 - 2008
Charter One Securities, Inc. 2002 - 2004
Morgan Stanley Investment Management 2000 - 2002
Skills
Fee-Based Financial..., Strategic Financial..., Investments, Retirement Planning, Finance, Financial Advisory, Asset Management, Securities, Insurance, Wealth Management..., Leadership, FINRA, Long Term Care Insurance, Coaching, Wealth Management, Retirement
Education
Suffolk University 1993 — 1997
Bachelor's degree, Business & Finance, Cum Laude
Broome Leadership Institute 2006 — 2006
Completion Certificate, Leadership Program
Ellen Mckay Ellen Mckay's Morgan Stanley Investment Management Experience 1992 - 1993
Job Chief Operating Officer, Wealth & Retirement Strategies, Inc.
Industry Insurance
Experience
Wealth and Retirement Strategies, Inc. August 2015 - Present
The Love Kitchen, Inc. February 2014 - Present
Aflac January 2009 - July 2015
Needham & Company 2001 - 2009
Salomon Smith Barney 1999 - 2001
Bankers Trust Company / Deutsche Bank 1995 - 1999
Glickenhaus & Company 1993 - 1995
Morgan Stanley Investment Management 1992 - 1993
Jennison Associates 1990 - 1992
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Photoshop, Pagemaker, Account Reconciliation, Bank Reconciliation, Financial Reporting, Social Media, Public Speaking, Executive Reporting, Volunteering, QuarkXPress, Database Administration, Corporate Communications, Event Planning, Corporate Events, Travel Management, Fundraising, Hedge Funds, Private Equity, Venture Capital, Health Insurance, Life Insurance, Accident Insurance, Finance, Management, Mergers & Acquisitions, Start-ups, Customer Service, Marketing, Leadership, Investments, Strategic Planning
Education
State University of New York at New Paltz 1986 — 1989
BS, Fine Arts, Communications
State University of New York at New Paltz 1985 — 1989
Bachelor of Science (B.S.), Art History, Communications
Wealth and Retirement Strategies, Inc. August 2015 - Present
The Love Kitchen, Inc. February 2014 - Present
Aflac January 2009 - July 2015
Needham & Company 2001 - 2009
Salomon Smith Barney 1999 - 2001
Bankers Trust Company / Deutsche Bank 1995 - 1999
Glickenhaus & Company 1993 - 1995
Morgan Stanley Investment Management 1992 - 1993
Jennison Associates 1990 - 1992
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Photoshop, Pagemaker, Account Reconciliation, Bank Reconciliation, Financial Reporting, Social Media, Public Speaking, Executive Reporting, Volunteering, QuarkXPress, Database Administration, Corporate Communications, Event Planning, Corporate Events, Travel Management, Fundraising, Hedge Funds, Private Equity, Venture Capital, Health Insurance, Life Insurance, Accident Insurance, Finance, Management, Mergers & Acquisitions, Start-ups, Customer Service, Marketing, Leadership, Investments, Strategic Planning
Education
State University of New York at New Paltz 1986 — 1989
BS, Fine Arts, Communications
State University of New York at New Paltz 1985 — 1989
Bachelor of Science (B.S.), Art History, Communications
Gina Son's Morgan Stanley Investment Management Experience December 2009 - April 2011
Job A trilingual real estate investment advisor, specialized in helping Japanese and Korean investors invest in Hawaii
Industry Real Estate
Experience
Art Cafe Nostalgia, LLC June 2013 - December 2014
Bank of Hawaii June 2011 - April 2013
Morgan Stanley Investment Management December 2009 - April 2011
American Embassy in Seoul, South Korea April 2008 - July 2009
Coca-Cola Korea November 1996 - August 1998
The Willard Inter-Continental Hotel, Washington, DC February 1987 - August 1989
Skills
Creative..., International Business..., Managed an annual..., Japanese, Korean language fluency..., Conversant in French..., Global terms of trade..., Cross Cultural..., Multi-Cultural Team..., Wealth Management..., Business Relationship..., Consultative Sales..., Client Relationships..., Cross-cultural..., Asset Allocation, Asset Protection..., Multinational Team..., High Net Worth..., Investment Portfolios, Trust Management, Private Banking, Retirement Plan..., Bonds, Multicultural Marketing, Investment Strategies, Cross-functional Team..., Financial Services, Securities, Financial Markets, Retirement Planning, Bloomberg, Investment Advisory, FINRA, Investment Management, Insurance, Estate Planning, Global Terms of Trade..., Asset Protection Trust, Strategic Financial..., Financial Advisory, Hold Series 7, Client Development, International Relations, Management, Finance, Strategic Planning, Asset Management, Marketing, Business Development, Strategy
Education
University of Hawaii at Manoa 1991 — 1992
MA, Asian Studies Japanese Pol. Economy
L'Universite De La Catholique De L'Ouest, Angers, France 1984 — 1984
International Summer Program, French Language and Literature
Sophia University 1983 — 1983
International Summer Program, Japanese Studies
Ehwa Women's University 1981 — 1981
International Summer Program, U.S. Korean Relations
Art Cafe Nostalgia, LLC June 2013 - December 2014
Bank of Hawaii June 2011 - April 2013
Morgan Stanley Investment Management December 2009 - April 2011
American Embassy in Seoul, South Korea April 2008 - July 2009
Coca-Cola Korea November 1996 - August 1998
The Willard Inter-Continental Hotel, Washington, DC February 1987 - August 1989
Skills
Creative..., International Business..., Managed an annual..., Japanese, Korean language fluency..., Conversant in French..., Global terms of trade..., Cross Cultural..., Multi-Cultural Team..., Wealth Management..., Business Relationship..., Consultative Sales..., Client Relationships..., Cross-cultural..., Asset Allocation, Asset Protection..., Multinational Team..., High Net Worth..., Investment Portfolios, Trust Management, Private Banking, Retirement Plan..., Bonds, Multicultural Marketing, Investment Strategies, Cross-functional Team..., Financial Services, Securities, Financial Markets, Retirement Planning, Bloomberg, Investment Advisory, FINRA, Investment Management, Insurance, Estate Planning, Global Terms of Trade..., Asset Protection Trust, Strategic Financial..., Financial Advisory, Hold Series 7, Client Development, International Relations, Management, Finance, Strategic Planning, Asset Management, Marketing, Business Development, Strategy
Education
University of Hawaii at Manoa 1991 — 1992
MA, Asian Studies Japanese Pol. Economy
L'Universite De La Catholique De L'Ouest, Angers, France 1984 — 1984
International Summer Program, French Language and Literature
Sophia University 1983 — 1983
International Summer Program, Japanese Studies
Ehwa Women's University 1981 — 1981
International Summer Program, U.S. Korean Relations
Chris Costanzo Chris Costanzo's Morgan Stanley Investment Management Experience August 2008 - May 2010
Job Senior Associate at Murray Devine
Industry Financial Services
Experience
Murray Devine May 2010 - Present
Morgan Stanley Investment Management August 2008 - May 2010
SEI Investments November 2006 - August 2008
SEI Investments August 2005 - October 2006
Interdigital Communications Corp May 2003 - August 2003
JL Machine & Tool May 2001 - April 2003
Skills
Enterprise Valuation, Economics, Trading Ideas, Bloomberg Terminal, Valuation, Business Valuation, Private Equity, Financial Analysis, Competitive Analysis, Portfolio Management, Venture Capital, Strategy, Hedge Funds, Due Diligence, Equity Valuation, Mergers & Acquisitions, Equities
Education
Temple University 2006 — 2008
Master of Science, Finance
Temple University 2002 — 2005
Bachelor of Arts, Finance
Murray Devine May 2010 - Present
Morgan Stanley Investment Management August 2008 - May 2010
SEI Investments November 2006 - August 2008
SEI Investments August 2005 - October 2006
Interdigital Communications Corp May 2003 - August 2003
JL Machine & Tool May 2001 - April 2003
Skills
Enterprise Valuation, Economics, Trading Ideas, Bloomberg Terminal, Valuation, Business Valuation, Private Equity, Financial Analysis, Competitive Analysis, Portfolio Management, Venture Capital, Strategy, Hedge Funds, Due Diligence, Equity Valuation, Mergers & Acquisitions, Equities
Education
Temple University 2006 — 2008
Master of Science, Finance
Temple University 2002 — 2005
Bachelor of Arts, Finance
John-Michael Schanks John-Michael Schanks's Morgan Stanley Investment Management Experience July 2014 - Present
Job IM IT Consultant at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley Investment Management July 2014 - Present
First Residential Mortgage Services Corporation January 2010 - May 2014
Saks Fifth Avenue October 2013 - December 2013
Gap Inc./Banana Republic January 2013 - September 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Customer Service, Public Speaking, Event Planning, Teamwork, Social Networking, Time Management, Public Relations, Social Media Marketing
Education
Suffolk University 2012 — 2014
Bergen Community College 2009 — 2012
Criminal Justice/Law Enforcement Administration
Morgan Stanley Investment Management July 2014 - Present
First Residential Mortgage Services Corporation January 2010 - May 2014
Saks Fifth Avenue October 2013 - December 2013
Gap Inc./Banana Republic January 2013 - September 2013
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Customer Service, Public Speaking, Event Planning, Teamwork, Social Networking, Time Management, Public Relations, Social Media Marketing
Education
Suffolk University 2012 — 2014
Bergen Community College 2009 — 2012
Criminal Justice/Law Enforcement Administration
Harriet Kulmala's Morgan Stanley Investment Management Experience August 2008 - February 2009
Job Senior Human Resources Business Partner at CIBC
Industry Human Resources
Experience
CIBC August 2014 - Present
BNY Mellon November 2013 - April 2014
Itau-Unibanco March 2010 - March 2013
Safra National Bank of New York September 2009 - January 2010
Morgan Stanley Investment Management August 2008 - February 2009
Starr Companies July 2007 - May 2008
Goldman Sachs June 2006 - June 2007
Bank Leumi February 2005 - June 2006
JP Morgan May 2001 - February 2005
American Express - Tax & Business Services Inc September 1998 - April 2001
Skills
Recruiting, Talent Management, Talent Acquisition, Performance Management, Employee Relations, Deferred Compensation, Onboarding, Human Resources, Succession Planning, Employee Benefits, Organizational..., HR Consulting, HRIS, Workforce Planning, HR Policies, Change Management, PeopleSoft, Employee Engagement, Technical Recruiting, Taleo, Management, Executive Search, Interviews, Personnel Management, Benefits Administration, Career Development
Education
The New School
Bachelor's, Psychology
CIBC August 2014 - Present
BNY Mellon November 2013 - April 2014
Itau-Unibanco March 2010 - March 2013
Safra National Bank of New York September 2009 - January 2010
Morgan Stanley Investment Management August 2008 - February 2009
Starr Companies July 2007 - May 2008
Goldman Sachs June 2006 - June 2007
Bank Leumi February 2005 - June 2006
JP Morgan May 2001 - February 2005
American Express - Tax & Business Services Inc September 1998 - April 2001
Skills
Recruiting, Talent Management, Talent Acquisition, Performance Management, Employee Relations, Deferred Compensation, Onboarding, Human Resources, Succession Planning, Employee Benefits, Organizational..., HR Consulting, HRIS, Workforce Planning, HR Policies, Change Management, PeopleSoft, Employee Engagement, Technical Recruiting, Taleo, Management, Executive Search, Interviews, Personnel Management, Benefits Administration, Career Development
Education
The New School
Bachelor's, Psychology
Matthew Kortlander Matthew Kortlander's Morgan Stanley Investment Management Experience August 2014 - Present
Job Internal Sales Desk Associate at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management August 2014 - Present
Highland Capital Management, L.P. December 2012 - July 2014
Merrill Lynch July 2012 - November 2012
Skills
Economics, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Microsoft Office, Financial Advisory, Retirement Planning, Alternative Investment..., Zephyr Style Advisor, Portfolio Management, Leadership, Fixed Income, Management, Financial Analysis, Investments, Financial Modeling, Private Equity, Bloomberg, Outlook, Mutual Funds, Sales, Research, Access, Equities, Strategy, Marketing, Hedge Funds, Alternative Investments, CRM, Finance, Equity Research, Facebook, Securities, Capital IQ, Analysis, Investment Strategies, Wealth Management, Social Media, Market Research, Valuation, Options, Time Management, Asset Management, Risk Management, Social Networking, Corporate Finance, Morningstar Direct, Investment Management, Financial Services
Education
Southern Methodist University 2008 — 2012
B.A., Markets and Cultures, History, Sociology
Christian Brothers Academy 2004 — 2008
Morgan Stanley Investment Management August 2014 - Present
Highland Capital Management, L.P. December 2012 - July 2014
Merrill Lynch July 2012 - November 2012
Skills
Economics, PowerPoint, Microsoft Excel, Data Analysis, Microsoft Word, Microsoft Office, Financial Advisory, Retirement Planning, Alternative Investment..., Zephyr Style Advisor, Portfolio Management, Leadership, Fixed Income, Management, Financial Analysis, Investments, Financial Modeling, Private Equity, Bloomberg, Outlook, Mutual Funds, Sales, Research, Access, Equities, Strategy, Marketing, Hedge Funds, Alternative Investments, CRM, Finance, Equity Research, Facebook, Securities, Capital IQ, Analysis, Investment Strategies, Wealth Management, Social Media, Market Research, Valuation, Options, Time Management, Asset Management, Risk Management, Social Networking, Corporate Finance, Morningstar Direct, Investment Management, Financial Services
Education
Southern Methodist University 2008 — 2012
B.A., Markets and Cultures, History, Sociology
Christian Brothers Academy 2004 — 2008
Jennifer Langheier's Morgan Stanley Investment Management Experience December 2009 - April 2011
Job Strategic Marketing Liaison at Roche, Ventana Medical Systems
Industry Medical Devices
Experience
Roche Diagnostics November 2014 - Present
Nobel Biocare December 2013 - November 2014
Zimmer Dental October 2012 - December 2013
CriterionMed May 2001 - December 2012
Morgan Stanley Investment Management December 2009 - April 2011
LG Electronics March 2008 - April 2009
Skills
Sales, Sales Management, Strategic Planning, Corporate Sales..., Small Business, Competitive Analysis, Business Development, Strategic Financial..., Financial Analysis, Investments, Business Planning, Public Speaking, Portfolio Management, Investment Advisory, Securities, Fixed Annuities, Financial Planners, Asset Managment, Asset Management, Product Launch, Cross-functional Team..., Marketing, Leadership, Marketing Strategy, Medical Devices, Management, Series 66, Financial Planning, Series 7, Account Management, Insurance
Education
Thunderbird School of Global Management
Master of Business Administration (MBA), International/Global Studies
University of California, Davis 2008 — 2009
B.A., Liberal Arts, heavy concentration in Mathematics and Science
St. John's College 2005 — 2007
St. Petersburg College 2001 — 2005
Roche Diagnostics November 2014 - Present
Nobel Biocare December 2013 - November 2014
Zimmer Dental October 2012 - December 2013
CriterionMed May 2001 - December 2012
Morgan Stanley Investment Management December 2009 - April 2011
LG Electronics March 2008 - April 2009
Skills
Sales, Sales Management, Strategic Planning, Corporate Sales..., Small Business, Competitive Analysis, Business Development, Strategic Financial..., Financial Analysis, Investments, Business Planning, Public Speaking, Portfolio Management, Investment Advisory, Securities, Fixed Annuities, Financial Planners, Asset Managment, Asset Management, Product Launch, Cross-functional Team..., Marketing, Leadership, Marketing Strategy, Medical Devices, Management, Series 66, Financial Planning, Series 7, Account Management, Insurance
Education
Thunderbird School of Global Management
Master of Business Administration (MBA), International/Global Studies
University of California, Davis 2008 — 2009
B.A., Liberal Arts, heavy concentration in Mathematics and Science
St. John's College 2005 — 2007
St. Petersburg College 2001 — 2005
Jim Tallant Jim Tallant's Morgan Stanley Investment Management Experience November 2005 - July 2013
Job Owner at Talco
Industry Oil & Energy
Experience
Talco Energy Consulting July 2014 - Present
Talco August 2013 - Present
Morgan Stanley Investment Management November 2005 - July 2013
Skills
Strategic Planning, Investments, New Business Development, Contract Negotiation, Negotiation, Budgets, Sales, Team Building, Operations Management, Project Planning, Sales Management, Marketing, Management, Customer Service, Event Planning
Education
Texas A&M University
Talco Energy Consulting July 2014 - Present
Talco August 2013 - Present
Morgan Stanley Investment Management November 2005 - July 2013
Skills
Strategic Planning, Investments, New Business Development, Contract Negotiation, Negotiation, Budgets, Sales, Team Building, Operations Management, Project Planning, Sales Management, Marketing, Management, Customer Service, Event Planning
Education
Texas A&M University
Christie Carr Dean's Morgan Stanley Investment Management Experience November 2000 - June 2003
Job Director II, at PwC
Industry Accounting
Experience
PwC March 2003 - Present
Morgan Stanley Investment Management November 2000 - June 2003
Lexington Management Corporation October 1992 - October 2000
Education
St. John's University 1985 — 1989
Bachelor's Degree, Accounting
PwC March 2003 - Present
Morgan Stanley Investment Management November 2000 - June 2003
Lexington Management Corporation October 1992 - October 2000
Education
St. John's University 1985 — 1989
Bachelor's Degree, Accounting
Ramalingam Ganesh Ramalingam Ganesh's Morgan Stanley Investment Management Experience April 1995 - July 2008
Job Chief Financial Officer (Funds) at Torchlight Investors, LLC
Industry Financial Services
Experience
Torchlight Investors August 2008 - October 2014
Morgan Stanley Investment Management April 1995 - July 2008
Fortis Prime Fund Solutions September 1990 - March 1995
Unit Trust of India August 1978 - August 1990
Skills
Investments, Finance, Equities, Portfolio Management, Hedge Funds, Capital Markets, Asset Management, Investment Management, Mutual Funds, Financial Modeling, Fixed Income, Asset Managment, Healthcare Finance, Not for Profit..., REIT, Alternative Investments, Securities fair..., Private Equity
Education
Thomas Edison State College 2003 — 2006
Bachelor of Science in Business Administration, Accounting
Loyola College, India 1973 — 1977
Bachelors of Commerce, Accounting
Torchlight Investors August 2008 - October 2014
Morgan Stanley Investment Management April 1995 - July 2008
Fortis Prime Fund Solutions September 1990 - March 1995
Unit Trust of India August 1978 - August 1990
Skills
Investments, Finance, Equities, Portfolio Management, Hedge Funds, Capital Markets, Asset Management, Investment Management, Mutual Funds, Financial Modeling, Fixed Income, Asset Managment, Healthcare Finance, Not for Profit..., REIT, Alternative Investments, Securities fair..., Private Equity
Education
Thomas Edison State College 2003 — 2006
Bachelor of Science in Business Administration, Accounting
Loyola College, India 1973 — 1977
Bachelors of Commerce, Accounting
Karen Greenberg, CFA's Morgan Stanley Investment Management Experience 2004 - March 2010
Job Managing Director, Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group November 2014 - Present
Turner Investments, L.P. June 2012 - November 2014
Atalanta Sosnoff Capital 2010 - June 2012
Morgan Stanley Investment Management 2004 - March 2010
Northern Trust Global Investments 1998 - 2004
Mutual of America 1996 - 1998
Evaluation Associates 1994 - 1996
Lockheed Martin 1989 - 1994
Education
The George Washington University - School of Business 1992 — 1994
MBA, Business
University of Delaware 1985 — 1989
BS, Business
Janus Capital Group November 2014 - Present
Turner Investments, L.P. June 2012 - November 2014
Atalanta Sosnoff Capital 2010 - June 2012
Morgan Stanley Investment Management 2004 - March 2010
Northern Trust Global Investments 1998 - 2004
Mutual of America 1996 - 1998
Evaluation Associates 1994 - 1996
Lockheed Martin 1989 - 1994
Education
The George Washington University - School of Business 1992 — 1994
MBA, Business
University of Delaware 1985 — 1989
BS, Business
Lauren Coulston's Morgan Stanley Investment Management Experience September 2009 - February 2010
Job Vice President Content Marketing at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2013 - Present
Citi September 2012 - May 2013
Citi June 2011 - September 2012
Citi February 2010 - June 2011
Morgan Stanley Investment Management September 2009 - February 2010
OppenheimerFunds August 1999 - January 2009
Dreyfus March 1997 - July 1999
Smith Barney September 1995 - March 1997
Skills
Series 7, Series 63, Series 24, 529 Plans, Mutual Funds, Separately Managed..., Retail Banking, Personal Finance, Marketing, Marketing Strategy, Marketing Communications, Integrated Marketing, Digital Marketing, Marketing Research, Internal Marketing, Internal Communications, Strategic Communications, Brand Awareness, Brand Management, Digital Partnerships, Strategic Partnerships, Partner Relationship..., Consumer Insights, Thought Leadership, Social Media Marketing, Social Media, Community Management, Twitter, Facebook, LinkedIn, Blog Management, Blog Development, Professional Women, Women Owned Business, Moms, Gen X, Marketing to Women, Copy Editing, Editorial, Writing, Content Development, Content Marketing, Web Content, Content Creation, Pitching Stories, Event Management, Vendor Management, Public Speaking, Published Author, Project Management
Education
Richard Montgomery High School
Tulane University - A.B. Freeman School of Business
B.S., Finance
JPMorgan Chase May 2013 - Present
Citi September 2012 - May 2013
Citi June 2011 - September 2012
Citi February 2010 - June 2011
Morgan Stanley Investment Management September 2009 - February 2010
OppenheimerFunds August 1999 - January 2009
Dreyfus March 1997 - July 1999
Smith Barney September 1995 - March 1997
Skills
Series 7, Series 63, Series 24, 529 Plans, Mutual Funds, Separately Managed..., Retail Banking, Personal Finance, Marketing, Marketing Strategy, Marketing Communications, Integrated Marketing, Digital Marketing, Marketing Research, Internal Marketing, Internal Communications, Strategic Communications, Brand Awareness, Brand Management, Digital Partnerships, Strategic Partnerships, Partner Relationship..., Consumer Insights, Thought Leadership, Social Media Marketing, Social Media, Community Management, Twitter, Facebook, LinkedIn, Blog Management, Blog Development, Professional Women, Women Owned Business, Moms, Gen X, Marketing to Women, Copy Editing, Editorial, Writing, Content Development, Content Marketing, Web Content, Content Creation, Pitching Stories, Event Management, Vendor Management, Public Speaking, Published Author, Project Management
Education
Richard Montgomery High School
Tulane University - A.B. Freeman School of Business
B.S., Finance
Ben Magnano's Morgan Stanley Investment Management Experience August 2002 - July 2004
Job General Partner at Frazier Healthcare
Industry Venture Capital & Private Equity
Experience
Frazier Healthcare August 2006 - Present
Morgan Stanley Investment Management August 2002 - July 2004
Morgan Stanley August 1999 - July 2002
Skills
Healthcare, Start-ups, Investment Banking, Private Equity, Venture Capital, Growth Capital, Due Diligence, Mergers & Acquisitions, Buyouts, Corporate Development, Financial Modeling, Valuation, LBO, M, Private Placements, Corporate Finance, Equities, Financial Analysis, Investments, Strategic Planning
Education
Tuck School of Business at Dartmouth 2004 — 2006
Master of Business Administration (MBA)
University of Notre Dame 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Frazier Healthcare August 2006 - Present
Morgan Stanley Investment Management August 2002 - July 2004
Morgan Stanley August 1999 - July 2002
Skills
Healthcare, Start-ups, Investment Banking, Private Equity, Venture Capital, Growth Capital, Due Diligence, Mergers & Acquisitions, Buyouts, Corporate Development, Financial Modeling, Valuation, LBO, M, Private Placements, Corporate Finance, Equities, Financial Analysis, Investments, Strategic Planning
Education
Tuck School of Business at Dartmouth 2004 — 2006
Master of Business Administration (MBA)
University of Notre Dame 1993 — 1997
Bachelor of Business Administration (B.B.A.), Finance, General
Patrick Hunt Patrick Hunt's Morgan Stanley Investment Management Experience October 2013 - September 2015
Job Trade Reconciliation Specialist at Morgan Stanley Investment Management
Industry International Affairs
Experience
Working on Something New September 2015 - Present
Morgan Stanley Investment Management October 2013 - September 2015
Yemen College of Middle Eastern Studies August 2011 - December 2011
Towson University 2008 - 2011
U.S. Department of State September 2010 - December 2010
USMC March 2003 - March 2007
Skills
Security Clearance, Research, Microsoft Office, Security, National Security, International Relations, Government, PowerPoint, Microsoft Excel, Microsoft Word, International Security, Intelligence, Program Management, Crisis Management, Leadership, Public Speaking
Education
Yemen College of Middle Eastern Studies 2011 — 2012
Certificate of Advanced Language Study, Arabic Language (MSA), Yemeni dialect
Towson University 2008 — 2011
BA, International Studies, Economics
Al-Diwan Arabic Language School 2009 — 2010
Certificate of Advanced Study, Arabic language (MSA)
Johns Hopkins
Working on Something New September 2015 - Present
Morgan Stanley Investment Management October 2013 - September 2015
Yemen College of Middle Eastern Studies August 2011 - December 2011
Towson University 2008 - 2011
U.S. Department of State September 2010 - December 2010
USMC March 2003 - March 2007
Skills
Security Clearance, Research, Microsoft Office, Security, National Security, International Relations, Government, PowerPoint, Microsoft Excel, Microsoft Word, International Security, Intelligence, Program Management, Crisis Management, Leadership, Public Speaking
Education
Yemen College of Middle Eastern Studies 2011 — 2012
Certificate of Advanced Language Study, Arabic Language (MSA), Yemeni dialect
Towson University 2008 — 2011
BA, International Studies, Economics
Al-Diwan Arabic Language School 2009 — 2010
Certificate of Advanced Study, Arabic language (MSA)
Johns Hopkins
Robert Hamershock Robert Hamershock's Morgan Stanley Investment Management Experience March 2014 - Present
Job Futures fund associate at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management March 2014 - Present
Southland Inc. December 2012 - March 2014
Simko's January 2010 - February 2012
Carrabba's Italian Grill September 2001 - December 2009
Skills
Microsoft Suites, Mac OS X, SQL, QuickBooks, Leadership, Data Analysis, Problem Solving, OS X, Microsoft Office, Auditing, Budgets, Social Networking, Payroll
Education
Richard Stockton College of New Jersey 2004 — 2011
Bachelor of Arts (BA), Business Administration and Management, General
Morgan Stanley Investment Management March 2014 - Present
Southland Inc. December 2012 - March 2014
Simko's January 2010 - February 2012
Carrabba's Italian Grill September 2001 - December 2009
Skills
Microsoft Suites, Mac OS X, SQL, QuickBooks, Leadership, Data Analysis, Problem Solving, OS X, Microsoft Office, Auditing, Budgets, Social Networking, Payroll
Education
Richard Stockton College of New Jersey 2004 — 2011
Bachelor of Arts (BA), Business Administration and Management, General
David Sugimoto, CFA David Sugimoto, CFA's Morgan Stanley Investment Management Experience July 2005 - May 2010
Job Senior Portfolio Manager at Affinity Investment Advisors
Industry Investment Management
Experience
Echo Point Investment Management, LLC October 2010 - January 2014
Morgan Stanley Investment Management July 2005 - May 2010
1838 Investment Advisors 2000 - 2005
USAA Investment Management April 1994 - January 2000
Teacher Retirement System of Texas 1992 - 1994
Skills
Portfolio Management
Education
Texas Christian University - M.J. Neeley School of Business 1976 — 1980
Institute of Chartered Financial Analysts
CFA
Echo Point Investment Management, LLC October 2010 - January 2014
Morgan Stanley Investment Management July 2005 - May 2010
1838 Investment Advisors 2000 - 2005
USAA Investment Management April 1994 - January 2000
Teacher Retirement System of Texas 1992 - 1994
Skills
Portfolio Management
Education
Texas Christian University - M.J. Neeley School of Business 1976 — 1980
Institute of Chartered Financial Analysts
CFA
Anton Zabludovsky Anton Zabludovsky's Morgan Stanley Investment Management Experience August 2009 - December 2014
Job Performance Attribution Analyst
Industry Investment Management
Experience
Peterson Management LLC January 2015 - Present
Morgan Stanley Investment Management August 2009 - December 2014
Morgan Stanley Investment Management July 2009 - December 2012
Skills
Equities, Fixed Income, Compliance, Client Relations Skills, GIPS, Performance Measurement, Performance Attribution, Mutual Funds, Separate Accounts, Lipper, Morningstar Direct, Alternative Investments, Hedge Funds, Asset Allocation, Asset Management, Bloomberg, Investment Management, Investments, Portfolio Management, Capital Markets, Derivatives, Financial Services, Valuation
Education
Tufts University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Peterson Management LLC January 2015 - Present
Morgan Stanley Investment Management August 2009 - December 2014
Morgan Stanley Investment Management July 2009 - December 2012
Skills
Equities, Fixed Income, Compliance, Client Relations Skills, GIPS, Performance Measurement, Performance Attribution, Mutual Funds, Separate Accounts, Lipper, Morningstar Direct, Alternative Investments, Hedge Funds, Asset Allocation, Asset Management, Bloomberg, Investment Management, Investments, Portfolio Management, Capital Markets, Derivatives, Financial Services, Valuation
Education
Tufts University 2005 — 2009
Bachelor of Arts (B.A.), Economics
Cameron Salome Cameron Salome's Morgan Stanley Investment Management Experience August 2008 - May 2009
Job CEO
Industry Retail
Experience
College Depot January 2012 - Present
FirstCity Financial Corp. June 2009 - December 2011
Morgan Stanley Investment Management August 2008 - May 2009
Whitley Penn 2007 - 2007
KPMG 2007 - 2007
Skills
Financial Modeling, Due Diligence, Financial Analysis, Strategic Planning, Valuation, Real Estate Economics, Asset Management, Portfolio Management, Investments, Underwriting, Credit Analysis, Real Estate, Corporate Finance, Risk Management, Mergers & Acquisitions, Tax, Process Improvement, Negotiation, Business Strategy, Business Analysis, Retail, Retail Design
Education
Texas A&M University - Mays Business School 2007 — 2008
MSA, Accounting
Texas A&M University - Mays Business School 2003 — 2007
BBA, Accounting
College Depot January 2012 - Present
FirstCity Financial Corp. June 2009 - December 2011
Morgan Stanley Investment Management August 2008 - May 2009
Whitley Penn 2007 - 2007
KPMG 2007 - 2007
Skills
Financial Modeling, Due Diligence, Financial Analysis, Strategic Planning, Valuation, Real Estate Economics, Asset Management, Portfolio Management, Investments, Underwriting, Credit Analysis, Real Estate, Corporate Finance, Risk Management, Mergers & Acquisitions, Tax, Process Improvement, Negotiation, Business Strategy, Business Analysis, Retail, Retail Design
Education
Texas A&M University - Mays Business School 2007 — 2008
MSA, Accounting
Texas A&M University - Mays Business School 2003 — 2007
BBA, Accounting
Brian C. Larson's Morgan Stanley Investment Management Experience January 1997 - October 1999
Job Senior Vice President, Boyd Watterson Asset Management
Industry Financial Services
Experience
Boyd Watterson Asset Management January 2007 - Present
AXA Advisors September 2000 - November 2006
Prudential Investments September 1999 - November 2000
Prudential Financial 1998 - 2000
Morgan Stanley Investment Management January 1997 - October 1999
Gruntal 1994 - 1996
WPLJ - 95.5 FM Radio 1991 - 1992
WPLJ - 95.5 FM Radio 1991 - 1992
WPLJ - 95.5 FM Radio 1991 - 1992
Skills
Investments, Asset Managment, Series 7, Fixed Income, Asset Management, Management, Investment Advisory, Investment Strategies, Funding, Insurance, Financial Services, Finance, Real Estate, Pensions, Bonds, Banking, Financial Advisory, Public Speaking
Education
Saint John's University 1990 — 1994
St. John's University 1990 — 1994
Boyd Watterson Asset Management January 2007 - Present
AXA Advisors September 2000 - November 2006
Prudential Investments September 1999 - November 2000
Prudential Financial 1998 - 2000
Morgan Stanley Investment Management January 1997 - October 1999
Gruntal 1994 - 1996
WPLJ - 95.5 FM Radio 1991 - 1992
WPLJ - 95.5 FM Radio 1991 - 1992
WPLJ - 95.5 FM Radio 1991 - 1992
Skills
Investments, Asset Managment, Series 7, Fixed Income, Asset Management, Management, Investment Advisory, Investment Strategies, Funding, Insurance, Financial Services, Finance, Real Estate, Pensions, Bonds, Banking, Financial Advisory, Public Speaking
Education
Saint John's University 1990 — 1994
St. John's University 1990 — 1994
Smeeta Sureka Smeeta Sureka's Morgan Stanley Investment Management Experience 2011 - 2012
Job Associate Consultant at Morgan Stanley Investment Management
Industry Capital Markets
Experience
Morgan Stanley Investment Management 2011 - 2012
Rockit Solutions LLC, A Rockefeller Financial Company 2008 - 2010
Rajeev Kaul CPA PC 2006 - 2008
Bosch 2004 - 2005
Skills
Financial Statements, Real Estate Private..., Financial Analysis, Federal Reporting, Auditing, Tax Returns, Fund Accounting, Disclosure Statements, Capital Markets, Account Reconciliation, IBM Mainframe, ProSeries, Essbase, Microsoft Excel, Partnership Accounting, Partnership Taxation, General Ledger, Management Reporter, US GAAP, IFRS, QuickBooks, Tax Preparation, Tax Accounting, Project Finance
Education
American Institute of Certified Public Accountants 2006 — 2007
Certified Public Accountant, (US GAAP, Regulations, Finance, Auditing)
The Institute of Chartered Accountants of India 1999 — 2003
Chartered Accountant, (Accounting, Finance, Auditing, Taxation)
Pt. Ravishankar Shukla University 1997 — 2003
BS, MS, (Financial and Cost Accounting, Finance, Management)
Morgan Stanley Investment Management 2011 - 2012
Rockit Solutions LLC, A Rockefeller Financial Company 2008 - 2010
Rajeev Kaul CPA PC 2006 - 2008
Bosch 2004 - 2005
Skills
Financial Statements, Real Estate Private..., Financial Analysis, Federal Reporting, Auditing, Tax Returns, Fund Accounting, Disclosure Statements, Capital Markets, Account Reconciliation, IBM Mainframe, ProSeries, Essbase, Microsoft Excel, Partnership Accounting, Partnership Taxation, General Ledger, Management Reporter, US GAAP, IFRS, QuickBooks, Tax Preparation, Tax Accounting, Project Finance
Education
American Institute of Certified Public Accountants 2006 — 2007
Certified Public Accountant, (US GAAP, Regulations, Finance, Auditing)
The Institute of Chartered Accountants of India 1999 — 2003
Chartered Accountant, (Accounting, Finance, Auditing, Taxation)
Pt. Ravishankar Shukla University 1997 — 2003
BS, MS, (Financial and Cost Accounting, Finance, Management)
Barbara Campos Barbara Campos's Morgan Stanley Investment Management Experience August 1999 - October 2003
Job Executive Director Credit Risk Management
Industry Financial Services
Experience
Morgan Stanley July 2011 - Present
Merrill Lynch May 2004 - August 2008
Deutsche Asset Management October 2003 - May 2004
Morgan Stanley Investment Management August 1999 - October 2003
Simpson Thacher & Bartlett LLP June 1998 - August 1999
Skills
Risk Management, Credit Risk, Service Level Agreements, Regulatory Examinations, Internal Audit, New Product Approval..., Material Risk..., FFIEC 101 Attestation..., Internal Control..., Client Services, Banking, Financial Risk, Financial Services, Strategy, Legal Compliance, Financial Regulation
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Specializations in Strategy and Leadership
The George Washington University 1995 — 1997
Graduate Certificate, Paralegal Studies
University of Florida 1987 — 1991
B.S., Advertising
Morgan Stanley July 2011 - Present
Merrill Lynch May 2004 - August 2008
Deutsche Asset Management October 2003 - May 2004
Morgan Stanley Investment Management August 1999 - October 2003
Simpson Thacher & Bartlett LLP June 1998 - August 1999
Skills
Risk Management, Credit Risk, Service Level Agreements, Regulatory Examinations, Internal Audit, New Product Approval..., Material Risk..., FFIEC 101 Attestation..., Internal Control..., Client Services, Banking, Financial Risk, Financial Services, Strategy, Legal Compliance, Financial Regulation
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA, Specializations in Strategy and Leadership
The George Washington University 1995 — 1997
Graduate Certificate, Paralegal Studies
University of Florida 1987 — 1991
B.S., Advertising
Laurel Hudgens-Shipes Laurel Hudgens-Shipes's Morgan Stanley Investment Management Experience June 1989 - January 2009
Job Account Manager at MedAssets
Industry Management Consulting
Experience
MedAssets September 2010 - Present
Management Dynamics, Inc. February 2009 - March 2010
Van Kampen Investments June 1989 - January 2009
Morgan Stanley Investment Management June 1989 - January 2009
Van Kampen Funds 1989 - 2009
Skills
Mutual Funds, Management, Strategy, Account Management, CRM, Marketing, New Business Development
Education
The Master's College 1987 — 1989
Liberal Arts, English
University of Kentucky 1984 — 1987
Economics
York 1980 — 1984
MedAssets September 2010 - Present
Management Dynamics, Inc. February 2009 - March 2010
Van Kampen Investments June 1989 - January 2009
Morgan Stanley Investment Management June 1989 - January 2009
Van Kampen Funds 1989 - 2009
Skills
Mutual Funds, Management, Strategy, Account Management, CRM, Marketing, New Business Development
Education
The Master's College 1987 — 1989
Liberal Arts, English
University of Kentucky 1984 — 1987
Economics
York 1980 — 1984
Jason LaRocca's Morgan Stanley Investment Management Experience October 2013 - Present
Job Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management October 2013 - Present
JP Morgan Asset Management February 2013 - October 2013
JP Morgan Asset Management May 2010 - February 2013
JP Morgan Chase January 2009 - May 2010
Lincoln Financial Advisors November 2007 - March 2008
Skills
Equities, Fixed Income, Options, Collateral Management, Collateral Systems, Futures, OTC, Derivatives, Settlement, Middle Office, Back Office, Key Metrics, Metrics, Performance Metrics, Dodd-Frank, Team Leadership, Team Building, Portfolio Management, Investments, Swaps, Mutual Funds, Securities Lending, Asset Allocation, Asset Management, Credit Derivatives, SWIFT payments, Equity Derivatives, Fund Of Funds, Securities, FX Options
Education
Villanova University 2015 — 2018
Master of Business Administration (M.B.A.)
Temple University 2004 — 2008
Finance
Delsea
Morgan Stanley Investment Management October 2013 - Present
JP Morgan Asset Management February 2013 - October 2013
JP Morgan Asset Management May 2010 - February 2013
JP Morgan Chase January 2009 - May 2010
Lincoln Financial Advisors November 2007 - March 2008
Skills
Equities, Fixed Income, Options, Collateral Management, Collateral Systems, Futures, OTC, Derivatives, Settlement, Middle Office, Back Office, Key Metrics, Metrics, Performance Metrics, Dodd-Frank, Team Leadership, Team Building, Portfolio Management, Investments, Swaps, Mutual Funds, Securities Lending, Asset Allocation, Asset Management, Credit Derivatives, SWIFT payments, Equity Derivatives, Fund Of Funds, Securities, FX Options
Education
Villanova University 2015 — 2018
Master of Business Administration (M.B.A.)
Temple University 2004 — 2008
Finance
Delsea
Nathalie Lubin's Morgan Stanley Investment Management Experience June 2012 - Present
Job Vice President at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management June 2012 - Present
Skills
Investment Advisor's..., Investment Company Act..., Compliance, Fixed Income, Portfolio Management, Hedge Funds, Securities, Derivatives, Investment Banking, Asset Managment, Bloomberg, Bonds, Options, Due Diligence, Emerging Markets, Asset Management, Investment Company Act, Investment Management, Mutual Funds
Education
Tufts University 2001 — 2005
Bachelor of Science, Psychology & Sociology
Morgan Stanley Investment Management June 2012 - Present
Skills
Investment Advisor's..., Investment Company Act..., Compliance, Fixed Income, Portfolio Management, Hedge Funds, Securities, Derivatives, Investment Banking, Asset Managment, Bloomberg, Bonds, Options, Due Diligence, Emerging Markets, Asset Management, Investment Company Act, Investment Management, Mutual Funds
Education
Tufts University 2001 — 2005
Bachelor of Science, Psychology & Sociology
Naoko Kimura's Morgan Stanley Investment Management Experience January 2009 - August 2011
Job Relationship Manager at United Nations Global Compact
Industry International Affairs
Experience
United Nations Global Compact March 2013 - Present
Asia Value Advisors October 2012 - October 2012
Morgan Stanley September 2011 - July 2012
Morgan Stanley Investment Management January 2009 - August 2011
Merrill Lynch June 2007 - August 2007
UNESCO Bangkok 2005 - 2007
Skills
International..., Stata, Program Management, Public Policy, Project Management, Sustainable Development, Management, Marketing, Proposal Writing, Strategy, Fundraising, Strategic Planning, Policy, Policy Analysis, Research, International Relations, Nonprofits
Education
Teachers College of Columbia University 2007 — 2008
Master of Arts (MA), Economics and Education
University of Tsukuba 2001 — 2005
Bachelor of Science (BSc), Biological Sciences
The University of Manchester 2003 — 2004
Research Exchange, Neurobiology and Neurosciences
United Nations Global Compact March 2013 - Present
Asia Value Advisors October 2012 - October 2012
Morgan Stanley September 2011 - July 2012
Morgan Stanley Investment Management January 2009 - August 2011
Merrill Lynch June 2007 - August 2007
UNESCO Bangkok 2005 - 2007
Skills
International..., Stata, Program Management, Public Policy, Project Management, Sustainable Development, Management, Marketing, Proposal Writing, Strategy, Fundraising, Strategic Planning, Policy, Policy Analysis, Research, International Relations, Nonprofits
Education
Teachers College of Columbia University 2007 — 2008
Master of Arts (MA), Economics and Education
University of Tsukuba 2001 — 2005
Bachelor of Science (BSc), Biological Sciences
The University of Manchester 2003 — 2004
Research Exchange, Neurobiology and Neurosciences
Ryan Stepanian's Morgan Stanley Investment Management Experience September 2014 - Present
Job Vice President at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management September 2014 - Present
Lightyear Capital August 2004 - September 2014
Pfizer April 2001 - December 2003
Skills
Private Equity, Capital Markets, Venture Capital, Investments, Fundraising, Investor Relations, Social Media, Editing
Education
St. John's College 1996 — 2000
Morgan Stanley Investment Management September 2014 - Present
Lightyear Capital August 2004 - September 2014
Pfizer April 2001 - December 2003
Skills
Private Equity, Capital Markets, Venture Capital, Investments, Fundraising, Investor Relations, Social Media, Editing
Education
St. John's College 1996 — 2000
David Linton's Morgan Stanley Investment Management Experience 2001 - 2010
Job Managing Director/ EVP Head of Distribution Salient/Forward
Industry Financial Services
Experience
Salient Partners February 2012 - Present
Morgan Stanley Investment Management 2001 - 2010
Van Kampen Investments 2001 - 2010
Skills
Separately Managed..., Series 7, Alternative Investments, Sales Management, Mutual Funds, Investment Management, Investments, Investment Strategies, Investment Advisory, Asset Allocation, Morningstar, Hedge Funds, Series 65, Series 63, Series 24, Asset Management, Securities, ETFs, Wealth Management, FINRA, Equities, Series 6
Education
St. Lawrence University 1983 — 1987
BA, ECONOMICS
Salient Partners February 2012 - Present
Morgan Stanley Investment Management 2001 - 2010
Van Kampen Investments 2001 - 2010
Skills
Separately Managed..., Series 7, Alternative Investments, Sales Management, Mutual Funds, Investment Management, Investments, Investment Strategies, Investment Advisory, Asset Allocation, Morningstar, Hedge Funds, Series 65, Series 63, Series 24, Asset Management, Securities, ETFs, Wealth Management, FINRA, Equities, Series 6
Education
St. Lawrence University 1983 — 1987
BA, ECONOMICS
Sean Meehan's Morgan Stanley Investment Management Experience June 2006 - December 2008
Job Director Municipal Trading at CG Capital Markets
Industry Banking
Experience
CG Capital Markets August 2015 - Present
Capital Guardian LLC 2013 - July 2015
Maxim Group 2010 - 2013
Interactive Data December 2008 - January 2010
Morgan Stanley Investment Management June 2006 - December 2008
Morgan Stanley 2005 - 2006
Skills
Bloomberg, Municipalities, Fixed Income, Bonds, Capital Markets, Series 7, Securities, Investments, Credit Analysis, Bloomberg Terminal, Series 63, Investment Banking, Trading, Hedge Funds, Asset Management, Equities, Portfolio Management, Alternative Investments, Derivatives
Education
SUNY Plattsburgh 2001 — 2003
Bachelor of Science (B.S.)
State University of New York at Delhi
State University of New York at Delhi
CG Capital Markets August 2015 - Present
Capital Guardian LLC 2013 - July 2015
Maxim Group 2010 - 2013
Interactive Data December 2008 - January 2010
Morgan Stanley Investment Management June 2006 - December 2008
Morgan Stanley 2005 - 2006
Skills
Bloomberg, Municipalities, Fixed Income, Bonds, Capital Markets, Series 7, Securities, Investments, Credit Analysis, Bloomberg Terminal, Series 63, Investment Banking, Trading, Hedge Funds, Asset Management, Equities, Portfolio Management, Alternative Investments, Derivatives
Education
SUNY Plattsburgh 2001 — 2003
Bachelor of Science (B.S.)
State University of New York at Delhi
State University of New York at Delhi
Chris Russell-Wood, MBCP, CDCP's Morgan Stanley Investment Management Experience July 1997 - May 1998
Job Lead System Risk Analyst at US Commodity Futures Trading Commission
Industry Information Technology and Services
Experience
US Commodity Futures Trading Commission March 2010 - Present
US Securities and Exchange Commission October 1999 - March 2010
Chess Financial June 1998 - August 1999
Morgan Stanley Investment Management July 1997 - May 1998
Merrill Lynch Investment Managers April 1995 - June 1997
Skills
Equities, Securities, Investments, Analysis, Trading, Bloomberg, Financial Risk, Options, Mutual Funds, Management, Fixed Income
Education
University of Oregon School of Law 1997 — 1997
Mediator, Mediation and Conflict Resolution
The Johns Hopkins University 1993 — 1997
Bachelor of Arts (BA), Political Science and German
Institute for International Mediation and Conflict Resolution (IIMCR) 1996 — 1996
Mediation and conflict resolution
US Commodity Futures Trading Commission March 2010 - Present
US Securities and Exchange Commission October 1999 - March 2010
Chess Financial June 1998 - August 1999
Morgan Stanley Investment Management July 1997 - May 1998
Merrill Lynch Investment Managers April 1995 - June 1997
Skills
Equities, Securities, Investments, Analysis, Trading, Bloomberg, Financial Risk, Options, Mutual Funds, Management, Fixed Income
Education
University of Oregon School of Law 1997 — 1997
Mediator, Mediation and Conflict Resolution
The Johns Hopkins University 1993 — 1997
Bachelor of Arts (BA), Political Science and German
Institute for International Mediation and Conflict Resolution (IIMCR) 1996 — 1996
Mediation and conflict resolution
Etienne Laurie's Morgan Stanley Investment Management Experience 2007 - Present
Job Senior Manager at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley November 2009 - Present
Morgan Stanley Investment Management 2007 - Present
Education
Stellenbosch University/Universiteit Stellenbosch 1995 — 1998
Morgan Stanley November 2009 - Present
Morgan Stanley Investment Management 2007 - Present
Education
Stellenbosch University/Universiteit Stellenbosch 1995 — 1998
Chris McMeans's Morgan Stanley Investment Management Experience January 1999 - September 2006
Job Research Analyst at Lighthouse Capital Managment
Industry Investment Management
Experience
Lighthouse Capital Managment September 2006 - Present
Morgan Stanley Investment Management January 1999 - September 2006
Education
University of Houston 2003 — 2006
Master of Business Administration, Finance
The University of Texas at Austin 1995 — 1998
Bachelor of Economics
Lighthouse Capital Managment September 2006 - Present
Morgan Stanley Investment Management January 1999 - September 2006
Education
University of Houston 2003 — 2006
Master of Business Administration, Finance
The University of Texas at Austin 1995 — 1998
Bachelor of Economics
Rusty Werley's Morgan Stanley Investment Management Experience November 2006 - Present
Job Financial Controllers Group Manager at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management November 2006 - Present
PFPC September 2004 - November 2006
Education
Temple University 2000 — 2004
BBA, Accounting
Morgan Stanley Investment Management November 2006 - Present
PFPC September 2004 - November 2006
Education
Temple University 2000 — 2004
BBA, Accounting
Dawn Perry's Morgan Stanley Investment Management Experience November 2004 - November 2007
Job Vice President at PineBridge Investments
Industry Financial Services
Experience
PineBridge Investments November 2014 - Present
Neuberger Berman April 2010 - November 2014
The Bank of New York Mellon March 2008 - April 2010
Morgan Stanley Investment Management November 2004 - November 2007
Lord Abbett April 2003 - November 2004
Skills
Alternative Investments, Equities, Financial Services, Fixed Income, Hedge Funds, Marketing, Mutual Funds, Securities, Series 7, Investments
Education
State University of New York College at Oneonta 1996 — 2000
PineBridge Investments November 2014 - Present
Neuberger Berman April 2010 - November 2014
The Bank of New York Mellon March 2008 - April 2010
Morgan Stanley Investment Management November 2004 - November 2007
Lord Abbett April 2003 - November 2004
Skills
Alternative Investments, Equities, Financial Services, Fixed Income, Hedge Funds, Marketing, Mutual Funds, Securities, Series 7, Investments
Education
State University of New York College at Oneonta 1996 — 2000
Amy L. Daniels's Morgan Stanley Investment Management Experience June 1997 - May 2007
Job Executive Recruiter and Partner at Select Recruiting Group
Industry Staffing and Recruiting
Experience
Select Recruiting Group June 2007 - Present
Morgan Stanley Investment Management June 1997 - May 2007
Education
Temple University - Fox School of Business and Management 2000 — 2002
MBA, Finance
The George Washington University 1993 — 1997
Select Recruiting Group June 2007 - Present
Morgan Stanley Investment Management June 1997 - May 2007
Education
Temple University - Fox School of Business and Management 2000 — 2002
MBA, Finance
The George Washington University 1993 — 1997
Jason Peel's Morgan Stanley Investment Management Experience December 2005 - February 2012
Job VP of Fund Accounting at First Principles Capital Management, LLC
Industry Financial Services
Experience
First Principles Capital Management, LLC July 2014 - Present
State Street February 2012 - May 2014
Morgan Stanley Investment Management December 2005 - February 2012
Windham Brannon PC December 2004 - December 2005
Century Business Services November 1999 - December 2004
Skills
Financial Modeling, Financial Reporting, Accounting, Internal Controls, Financial Analysis, Financial Services, Finance, Fund Administration, Asset Managment, Strategic Financial..., CPA, Client Relations Skills, Fund Accounting, Private Equity, Portfolio Management, Process Improvement, Investments, Risk Management, Financial Accounting, Auditing, GAAP, Tax, Due Diligence, General Ledger, Microsoft Excel, Valuation, Cash Management, Microsoft Office, Microsoft Word, Budget Setting, Analysis, Forecasting, Financial Forecasting, Business Process..., Process Engineering, Fixed Income
Education
Troy University 1995 — 1999
Bachelor of Science (BS), Accounting and Business/Management
Charles Henderson High School 1991 — 1995
Diploma, General Studies
First Principles Capital Management, LLC July 2014 - Present
State Street February 2012 - May 2014
Morgan Stanley Investment Management December 2005 - February 2012
Windham Brannon PC December 2004 - December 2005
Century Business Services November 1999 - December 2004
Skills
Financial Modeling, Financial Reporting, Accounting, Internal Controls, Financial Analysis, Financial Services, Finance, Fund Administration, Asset Managment, Strategic Financial..., CPA, Client Relations Skills, Fund Accounting, Private Equity, Portfolio Management, Process Improvement, Investments, Risk Management, Financial Accounting, Auditing, GAAP, Tax, Due Diligence, General Ledger, Microsoft Excel, Valuation, Cash Management, Microsoft Office, Microsoft Word, Budget Setting, Analysis, Forecasting, Financial Forecasting, Business Process..., Process Engineering, Fixed Income
Education
Troy University 1995 — 1999
Bachelor of Science (BS), Accounting and Business/Management
Charles Henderson High School 1991 — 1995
Diploma, General Studies
Diane Maurice's Morgan Stanley Investment Management Experience
Job Head of Risk at Morgan Stanley Investment Management
Industry Capital Markets
Experience
Morgan Stanley Investment Management
Education
The London School of Economics and Political Science (LSE)
Morgan Stanley Investment Management
Education
The London School of Economics and Political Science (LSE)
Craig Krasinski's Morgan Stanley Investment Management Experience January 2012 - Present
Job Managing Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management January 2012 - Present
Morgan Stanley Investment Management July 2006 - December 2011
JPMorgan Chase June 2005 - July 2006
Deutsche Bank 1997 - 2005
Bankers Trust Company September 1995 - September 1997
Skills
Fixed Income, Capital Markets, Credit Derivatives, Derivatives, Management, Valuation, Equities, Futures, Options, Interest Rate Swaps, Interest Rate..., Counterparty Risk, Collateral Management, ISDA negotiations, Electronic Trading, Rates, Hedge Funds, Middle Office, Trading Systems, Equity Derivatives, Bloomberg, Structured Products, Trading, Alternative Investments, FX Options
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA, Finance
The Cooper Union for the Advancement of Science and Art 1991 — 1995
BE, Mechanical Engineering
Morgan Stanley Investment Management January 2012 - Present
Morgan Stanley Investment Management July 2006 - December 2011
JPMorgan Chase June 2005 - July 2006
Deutsche Bank 1997 - 2005
Bankers Trust Company September 1995 - September 1997
Skills
Fixed Income, Capital Markets, Credit Derivatives, Derivatives, Management, Valuation, Equities, Futures, Options, Interest Rate Swaps, Interest Rate..., Counterparty Risk, Collateral Management, ISDA negotiations, Electronic Trading, Rates, Hedge Funds, Middle Office, Trading Systems, Equity Derivatives, Bloomberg, Structured Products, Trading, Alternative Investments, FX Options
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
MBA, Finance
The Cooper Union for the Advancement of Science and Art 1991 — 1995
BE, Mechanical Engineering
Daniel Amir's Morgan Stanley Investment Management Experience August 2014 - Present
Job Vice President at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management August 2014 - Present
The Bank of New York Mellon June 2006 - July 2014
Paradigm Global Advisors June 2005 - June 2006
Skills
Private Equity, Financial Structuring, Hedge Funds, Business Development, Alternative Investments
Education
The George Washington University - School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Entrepreneurship
Morgan Stanley Investment Management August 2014 - Present
The Bank of New York Mellon June 2006 - July 2014
Paradigm Global Advisors June 2005 - June 2006
Skills
Private Equity, Financial Structuring, Hedge Funds, Business Development, Alternative Investments
Education
The George Washington University - School of Business 2001 — 2005
Bachelor of Business Administration (B.B.A.), Finance and Entrepreneurship
Rich Godfrey's Morgan Stanley Investment Management Experience May 1998 - August 2005
Job COO at Raven Rock Capital
Industry Investment Management
Experience
Raven Rock Capital April 2009 - Present
Argent Funds Group August 2005 - March 2008
Morgan Stanley Investment Management May 1998 - August 2005
ING September 1996 - March 1998
Education
The University of Manchester 1989 — 1993
BA (hons), Hispanic Studies
King Edwards School, Edgbaston 1983 — 1988
Raven Rock Capital April 2009 - Present
Argent Funds Group August 2005 - March 2008
Morgan Stanley Investment Management May 1998 - August 2005
ING September 1996 - March 1998
Education
The University of Manchester 1989 — 1993
BA (hons), Hispanic Studies
King Edwards School, Edgbaston 1983 — 1988
David Sugimoto's Morgan Stanley Investment Management Experience Senior Analyst and Portfolio Manager1838 Investment Advisors2000 - 2005
Job Executive Director at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management Senior Analyst and Portfolio Manager1838 Investment Advisors2000 - 2005
Education
Texas Christian University
Morgan Stanley Investment Management Senior Analyst and Portfolio Manager1838 Investment Advisors2000 - 2005
Education
Texas Christian University
Paul Moynihan's Morgan Stanley Investment Management Experience April 2005 - February 2006
Job Financial Services Professional
Industry Financial Services
Experience
Merrill Lynch August 2008 - Present
HSBC Securities June 2006 - Present
Morgan Stanley Investment Management April 2005 - February 2006
Morgan Stanley 2005 - 2006
Pali Capital February 2004 - February 2005
Skills
Commodity, Portfolio Management, Trading
Education
State University of New York College at Oneonta 1990 — 1996
Merrill Lynch August 2008 - Present
HSBC Securities June 2006 - Present
Morgan Stanley Investment Management April 2005 - February 2006
Morgan Stanley 2005 - 2006
Pali Capital February 2004 - February 2005
Skills
Commodity, Portfolio Management, Trading
Education
State University of New York College at Oneonta 1990 — 1996
Anita Kolleeny's Morgan Stanley Investment Management Experience 1980 - 2004
Job Independent Financial Services Professional
Industry Financial Services
Experience
Eos Partners December 2004 - December 2006
Morgan Stanley Investment Management 1980 - 2004
Education
New York University - Leonard N. Stern School of Business 1978 — 1982
The University of Texas at Austin 1974 — 1978
BA
Eos Partners December 2004 - December 2006
Morgan Stanley Investment Management 1980 - 2004
Education
New York University - Leonard N. Stern School of Business 1978 — 1982
The University of Texas at Austin 1974 — 1978
BA
Norris Singleton's Morgan Stanley Investment Management Experience October 2008 - February 2009
Job Assistant Controller Eagle Advisors, Inc.
Industry Investment Management
Experience
Eagle Advisors, Inc. August 2009 - February 2012
Geller & Company August 2008 - October 2009
Accountemps- A Robert Half Company March 2009 - August 2009
Morgan Stanley Investment Management October 2008 - February 2009
BISYS November 2007 - August 2008
Waller-Sutton Mgmt. Group August 1998 - September 2007
City Volunteer Corp., Inc. 1993 - 1997
Education
State University of New York Empire State College
BS, Accounting
Eagle Advisors, Inc. August 2009 - February 2012
Geller & Company August 2008 - October 2009
Accountemps- A Robert Half Company March 2009 - August 2009
Morgan Stanley Investment Management October 2008 - February 2009
BISYS November 2007 - August 2008
Waller-Sutton Mgmt. Group August 1998 - September 2007
City Volunteer Corp., Inc. 1993 - 1997
Education
State University of New York Empire State College
BS, Accounting
Robert Bilse's Morgan Stanley Investment Management Experience January 2007 - December 2007
Job Private Equity Real Estate
Industry Investment Banking
Experience
First Avenue Partners LLP June 2015 - Present
Ackman-Ziff Real Estate Group July 2014 - June 2015
Brookfield Asset Management May 2011 - December 2013
Prudential Real Estate Investors January 2008 - May 2011
Morgan Stanley Investment Management January 2007 - December 2007
BlackRock Realty July 2005 - December 2006
Goldman Sachs Asset Management November 1999 - June 2005
Skills
Entrepreneurship, Marketing, Capital Raising, Product Development, Real Estate Private..., Valuation, Alternative Investments, Due Diligence, Capital Markets, Real Estate Economics, Investment Management, Real Estate, Emerging Markets, Risk Management, Strategy, Asset Management, Private Equity, Business Development, Investor Relations, Investments, Finance, Investment Properties, Investment Banking, Advisory Boards, Asset Managment, Equities, Financial Services, Fixed Income, Hedge Funds, Mutual Funds, Relationship Management, Sales, Financial Structuring, Funding, Management
Education
The Ohio State University 1995 — 1999
BA
First Avenue Partners LLP June 2015 - Present
Ackman-Ziff Real Estate Group July 2014 - June 2015
Brookfield Asset Management May 2011 - December 2013
Prudential Real Estate Investors January 2008 - May 2011
Morgan Stanley Investment Management January 2007 - December 2007
BlackRock Realty July 2005 - December 2006
Goldman Sachs Asset Management November 1999 - June 2005
Skills
Entrepreneurship, Marketing, Capital Raising, Product Development, Real Estate Private..., Valuation, Alternative Investments, Due Diligence, Capital Markets, Real Estate Economics, Investment Management, Real Estate, Emerging Markets, Risk Management, Strategy, Asset Management, Private Equity, Business Development, Investor Relations, Investments, Finance, Investment Properties, Investment Banking, Advisory Boards, Asset Managment, Equities, Financial Services, Fixed Income, Hedge Funds, Mutual Funds, Relationship Management, Sales, Financial Structuring, Funding, Management
Education
The Ohio State University 1995 — 1999
BA
Sameh Attalla's Morgan Stanley Investment Management Experience July 2006 - August 2007
Job Hedge Fund Management Firm
Industry Investment Management
Experience
Hedge Fund August 2007 - Present
Morgan Stanley Investment Management July 2006 - August 2007
Education
State University of New York College at Plattsburgh 2003 — 2006
BS, Accounting
Hedge Fund August 2007 - Present
Morgan Stanley Investment Management July 2006 - August 2007
Education
State University of New York College at Plattsburgh 2003 — 2006
BS, Accounting
Lynda DiBari's Morgan Stanley Investment Management Experience 1995 - 1998
Job Vice President at Smith Graham & Co.
Industry Financial Services
Experience
Smith Graham & Co. June 2011 - Present
J.P. Morgan September 2010 - June 2011
J.P. Morgan formerly Bear Stearns Asset Management January 2009 - March 2009
Bear Stearns Asset Management August 2004 - December 2008
J. & W. Seligman 1997 - 2004
Morgan Stanley Investment Management 1995 - 1998
Skills
Hedge Funds, Asset Managment, Alternative Investments, Fund Of Funds, Financial Services, Investment Strategies, Asset Management, Fixed Income, Equities, Series 7, Private Equity, Asset Allocation, Venture Capital
Education
State University of New York College at Cortland 1986 — 1990
Bachelor of Science (B.S.), Economics & Management
Smith Graham & Co. June 2011 - Present
J.P. Morgan September 2010 - June 2011
J.P. Morgan formerly Bear Stearns Asset Management January 2009 - March 2009
Bear Stearns Asset Management August 2004 - December 2008
J. & W. Seligman 1997 - 2004
Morgan Stanley Investment Management 1995 - 1998
Skills
Hedge Funds, Asset Managment, Alternative Investments, Fund Of Funds, Financial Services, Investment Strategies, Asset Management, Fixed Income, Equities, Series 7, Private Equity, Asset Allocation, Venture Capital
Education
State University of New York College at Cortland 1986 — 1990
Bachelor of Science (B.S.), Economics & Management
Hemali Kavadia Gandhi's Morgan Stanley Investment Management Experience June 2006 - Present
Job Senior Application Developer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management June 2006 - Present
Citigroup February 2003 - June 2006
United Land Services May 2002 - January 2003
XSB January 2001 - April 2002
Stony Brook University September 2000 - December 2000
Skills
Trading Systems, Equities, Asset Management, Sybase, Hedge Funds, Risk Management, Equity Trading, Investment Management
Education
Stony Brook University 2000 — 2002
M.S., Computer Science
Jasudben M. L. School
University of Mumbai
B.E., Computer Science
Morgan Stanley Investment Management June 2006 - Present
Citigroup February 2003 - June 2006
United Land Services May 2002 - January 2003
XSB January 2001 - April 2002
Stony Brook University September 2000 - December 2000
Skills
Trading Systems, Equities, Asset Management, Sybase, Hedge Funds, Risk Management, Equity Trading, Investment Management
Education
Stony Brook University 2000 — 2002
M.S., Computer Science
Jasudben M. L. School
University of Mumbai
B.E., Computer Science
Stephen T. Skillman's Morgan Stanley Investment Management Experience 1996 - 1998
Job Director at Citigroup Global Markets Inc.
Industry Financial Services
Experience
Citigroup May 2009 - Present
Mayo Capital Partners LLC December 2008 - May 2009
Emergent Trading Solutions June 2008 - December 2008
Bear Stearns August 2000 - June 2008
Bear Stearns May 1999 - August 1999
Morgan Stanley Investment Management 1996 - 1998
The Ferrucci Company 1994 - 1996
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Finance
Trinity College-Hartford 1989 — 1993
BA, English
Chestnut Hill Academy, Philadelphia, PA 1982 — 1989
High School
Citigroup May 2009 - Present
Mayo Capital Partners LLC December 2008 - May 2009
Emergent Trading Solutions June 2008 - December 2008
Bear Stearns August 2000 - June 2008
Bear Stearns May 1999 - August 1999
Morgan Stanley Investment Management 1996 - 1998
The Ferrucci Company 1994 - 1996
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Finance
Trinity College-Hartford 1989 — 1993
BA, English
Chestnut Hill Academy, Philadelphia, PA 1982 — 1989
High School
Sherri Cohen's Morgan Stanley Investment Management Experience August 1998 - Present
Job Managing Director at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management August 1998 - Present
Skills
Equities, Asset Management, Investments, Portfolio Management, Trading Systems
Education
The University of Connecticut School of Business 1989 — 1991
MBA, International Finance
Tufts University 1983 — 1987
Bachelor of Arts (BA), Quantitative Economics
Morgan Stanley Investment Management August 1998 - Present
Skills
Equities, Asset Management, Investments, Portfolio Management, Trading Systems
Education
The University of Connecticut School of Business 1989 — 1991
MBA, International Finance
Tufts University 1983 — 1987
Bachelor of Arts (BA), Quantitative Economics
Jeff Dinkins's Morgan Stanley Investment Management Experience May 2007 - October 2011
Job Senior Vice President Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
Morgan Stanley Investment Management May 2007 - October 2011
UBS Wealth Management February 2002 - May 2007
Education
The University of Dallas 2006 — 2013
Master of Business Administration (MBA)
Texas State University 1996 — 1999
Exercise Sports Science
Merrill Lynch October 2011 - Present
Morgan Stanley Investment Management May 2007 - October 2011
UBS Wealth Management February 2002 - May 2007
Education
The University of Dallas 2006 — 2013
Master of Business Administration (MBA)
Texas State University 1996 — 1999
Exercise Sports Science
Rametra Sheffield's Morgan Stanley Investment Management Experience March 1998 - December 2012
Job Operations Manager
Industry Financial Services
Experience
Morgan Stanley Investment Management March 1998 - December 2012
Skills
Risk Management, Customer Service, Legal Compliance, Operations Management, Quality Assurance, Leadership, Leadership Development, AML, Coaching, Team Building, Outsourcing, Vendor Management, Process Improvement, Business Analysis, Banking, Business Process...
Education
South Plains College
Morgan Stanley Investment Management March 1998 - December 2012
Skills
Risk Management, Customer Service, Legal Compliance, Operations Management, Quality Assurance, Leadership, Leadership Development, AML, Coaching, Team Building, Outsourcing, Vendor Management, Process Improvement, Business Analysis, Banking, Business Process...
Education
South Plains College
Mark Earley's Morgan Stanley Investment Management Experience January 2002 - August 2003
Job Chief Executive Officer at Hines Securities
Industry Financial Services
Experience
Hines Securities April 2015 - Present
Hines Securities August 2010 - March 2015
Hines September 2006 - August 2010
Hines Real Estate Securities September 2003 - August 2006
Morgan Stanley Investment Management January 2002 - August 2003
BlackRock January 2001 - December 2002
Skills
Investments, Real Estate, Portfolio Management, Real Estate Economics, Asset Management, Business Development, Financial Analysis, Alternative Investments, Securities, Asset Managment, Mutual Funds, Selling, Series 7, Due Diligence, Strategic Financial..., Investment Properties, Valuation, Financial Services
Education
Stephen F. Austin State University
Bachelor of Business Administration (B.B.A.), Real Estate
The University of Texas at Austin
McCombs School of Business, Texas Executive Education Program - General Management Certification
Hines Securities April 2015 - Present
Hines Securities August 2010 - March 2015
Hines September 2006 - August 2010
Hines Real Estate Securities September 2003 - August 2006
Morgan Stanley Investment Management January 2002 - August 2003
BlackRock January 2001 - December 2002
Skills
Investments, Real Estate, Portfolio Management, Real Estate Economics, Asset Management, Business Development, Financial Analysis, Alternative Investments, Securities, Asset Managment, Mutual Funds, Selling, Series 7, Due Diligence, Strategic Financial..., Investment Properties, Valuation, Financial Services
Education
Stephen F. Austin State University
Bachelor of Business Administration (B.B.A.), Real Estate
The University of Texas at Austin
McCombs School of Business, Texas Executive Education Program - General Management Certification
Ben Travers's Morgan Stanley Investment Management Experience December 2006 - July 2009
Job Executive Director, CIMA®, CRPC®, CRPS® J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management September 2009 - Present
Morgan Stanley Investment Management December 2006 - July 2009
AllianceBernstein Investment Management March 1999 - December 2006
Nicholas Applegate 1995 - 1999
Education
St. Lawrence University 1988 — 1992
B.A., Economics
J.P. Morgan Asset Management September 2009 - Present
Morgan Stanley Investment Management December 2006 - July 2009
AllianceBernstein Investment Management March 1999 - December 2006
Nicholas Applegate 1995 - 1999
Education
St. Lawrence University 1988 — 1992
B.A., Economics
Bill Silvain's Morgan Stanley Investment Management Experience 1987 - 1997
Job Energy Mgmt. Professional / Freelance Writer
Industry Oil & Energy
Experience
Freelance November 2010 - Present
LPB Energy Management September 2007 - November 2010
Silvain Energy Solutions 2006 - 2007
Luthin Associates, Inc May 2000 - July 2005
JP Morgan 1997 - 2000
Morgan Stanley Investment Management 1987 - 1997
Morgan Stanley 1984 - 1997
Skills
Contract Negotiation, Energy Management, Renewable Energy, Natural Gas, Energy, Procurement, Analysis, Energy Efficiency, Project Management, Contract Management
Education
Syracuse University 1978 — 1981
Freelance November 2010 - Present
LPB Energy Management September 2007 - November 2010
Silvain Energy Solutions 2006 - 2007
Luthin Associates, Inc May 2000 - July 2005
JP Morgan 1997 - 2000
Morgan Stanley Investment Management 1987 - 1997
Morgan Stanley 1984 - 1997
Skills
Contract Negotiation, Energy Management, Renewable Energy, Natural Gas, Energy, Procurement, Analysis, Energy Efficiency, Project Management, Contract Management
Education
Syracuse University 1978 — 1981
Lara A. Björk's Morgan Stanley Investment Management Experience July 2007 - December 2008
Job Owner at Von Rudebeck Art Advisory
Industry Fine Art
Experience
Von Rudebeck Art Holdings Ltd. 2012 - Present
Artsy Inc. October 2013 - February 2015
Art Capital Group November 2010 - June 2013
Merrill Lynch January 2009 - August 2009
Morgan Stanley Investment Management July 2007 - December 2008
General Strategic Marketing May 2006 - August 2006
General Strategic Marketing 2006 - 2006
Skills
Valuation, Museums, Art History, Museum Collections, Arts Administration, Fine Art, Contemporary Art, Investments, Portfolio Management, Auctions, Due Diligence, Art Finance, Art Lending, Private Collections, Galleries, Art, Art Exhibitions, Visual Arts, Modern Art, Curating
Education
Sotheby's Institute of Art 2009 — 2010
Masters, Art Business
University of South Carolina - Darla Moore School of Business 2003 — 2007
Bachelor of Science in Business Administration, Corporate Finance, Marketing, Fashion Merchandising Minor
Paris Fashion Institute 2005 — 2005
Graduate Certificate, Fashion
Von Rudebeck Art Holdings Ltd. 2012 - Present
Artsy Inc. October 2013 - February 2015
Art Capital Group November 2010 - June 2013
Merrill Lynch January 2009 - August 2009
Morgan Stanley Investment Management July 2007 - December 2008
General Strategic Marketing May 2006 - August 2006
General Strategic Marketing 2006 - 2006
Skills
Valuation, Museums, Art History, Museum Collections, Arts Administration, Fine Art, Contemporary Art, Investments, Portfolio Management, Auctions, Due Diligence, Art Finance, Art Lending, Private Collections, Galleries, Art, Art Exhibitions, Visual Arts, Modern Art, Curating
Education
Sotheby's Institute of Art 2009 — 2010
Masters, Art Business
University of South Carolina - Darla Moore School of Business 2003 — 2007
Bachelor of Science in Business Administration, Corporate Finance, Marketing, Fashion Merchandising Minor
Paris Fashion Institute 2005 — 2005
Graduate Certificate, Fashion
Barrett Brightwell's Morgan Stanley Investment Management Experience 2005 - 2008
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch September 2008 - Present
Morgan Stanley Investment Management 2005 - 2008
Education
The University of Tennessee at Chattanooga 2000 — 2005
Business, BA: Finance BA Economics
Merrill Lynch September 2008 - Present
Morgan Stanley Investment Management 2005 - 2008
Education
The University of Tennessee at Chattanooga 2000 — 2005
Business, BA: Finance BA Economics
Kirsten (SHARE/DIV C Acuna's Morgan Stanley Investment Management Experience July 1995 - August 2013
Job Customer Service Representative at United Medical, P.C.
Industry Financial Services
Experience
Morgan Stanley Investment Management July 1995 - August 2013
Skills
Financial Analysis, Account Reconciliation, Accounting, Financial Reporting, Financial Modeling, Mutual Funds, Bloomberg, Asset Management, Fund Accounting, Financial Accounting, Finance, Valuation, Private Equity, Hedge Funds, Equities, Customer Service, Financial Services
Education
The College of New Jersey 1990 — 1994
Bachelor of Arts (BA), Political Science and Government
Morgan Stanley Investment Management July 1995 - August 2013
Skills
Financial Analysis, Account Reconciliation, Accounting, Financial Reporting, Financial Modeling, Mutual Funds, Bloomberg, Asset Management, Fund Accounting, Financial Accounting, Finance, Valuation, Private Equity, Hedge Funds, Equities, Customer Service, Financial Services
Education
The College of New Jersey 1990 — 1994
Bachelor of Arts (BA), Political Science and Government
Mary Ellen Donohue's Morgan Stanley Investment Management Experience October 2006 - November 2008
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Investment Management October 2006 - November 2008
Education
State University of New York College at Oneonta
Bachelor of Science, Business
Morgan Stanley Investment Management October 2006 - November 2008
Education
State University of New York College at Oneonta
Bachelor of Science, Business
Timothy R. Sweeney's Morgan Stanley Investment Management Experience 2007 - 2009
Job Managing Director, DuPont Capital
Industry Financial Services
Experience
DuPont Capital May 2009 - June 2012
Morgan Stanley Investment Management 2007 - 2009
The Vanguard Group 1992 - 2006
Trammell Crow Company 1984 - 1992
UGI Utilities, Inc. 1982 - 1984
US Army 1976 - 1979
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1980 — 1982
MBA
United States Military Academy at West Point 1972 — 1976
BS, General Engineering
DuPont Capital May 2009 - June 2012
Morgan Stanley Investment Management 2007 - 2009
The Vanguard Group 1992 - 2006
Trammell Crow Company 1984 - 1992
UGI Utilities, Inc. 1982 - 1984
US Army 1976 - 1979
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1980 — 1982
MBA
United States Military Academy at West Point 1972 — 1976
BS, General Engineering
Edgardo Pilnik's Morgan Stanley Investment Management Experience April 2004 - July 2005
Job Sales and Marketing Manager at Soho beverage
Industry Food & Beverages
Experience
Soho Beverage August 2007 - Present
Merrill Lynch August 2005 - January 2007
Morgan Stanley Investment Management April 2004 - July 2005
Prebon Yamane September 1992 - December 1998
Education
Syracuse University 1977 — 1981
B.A., Economics
Soho Beverage August 2007 - Present
Merrill Lynch August 2005 - January 2007
Morgan Stanley Investment Management April 2004 - July 2005
Prebon Yamane September 1992 - December 1998
Education
Syracuse University 1977 — 1981
B.A., Economics
Abby Sherman's Morgan Stanley Investment Management Experience May 2013 - March 2014
Job Business Manager at Sherman Brothers,Inc
Industry Executive Office
Experience
Sherman Brothers, Inc. 1981 - Present
Morgan Stanley Investment Management May 2013 - March 2014
Benjamin Obdyke Incorporated September 2012 - December 2012
Take Care Health Systems November 2011 - June 2012
Relay Network, LLC March 2011 - October 2011
Creative Financial Group 2007 - 2011
Sesame/Rockwood Day Camp 2006 - 2007
Columbus Property Management 2006 - 2007
MedRisk, Inc. 2002 - 2005
DMI Sports, Inc. 2000 - 2001
Skills
Insurance, Customer Service, Strategic Planning, New Business Development, Sales Management, Team Building
Education
Temple University 1979 — 1983
Bachelor of Business Administration (BBA), Computer Science
Sherman Brothers, Inc. 1981 - Present
Morgan Stanley Investment Management May 2013 - March 2014
Benjamin Obdyke Incorporated September 2012 - December 2012
Take Care Health Systems November 2011 - June 2012
Relay Network, LLC March 2011 - October 2011
Creative Financial Group 2007 - 2011
Sesame/Rockwood Day Camp 2006 - 2007
Columbus Property Management 2006 - 2007
MedRisk, Inc. 2002 - 2005
DMI Sports, Inc. 2000 - 2001
Skills
Insurance, Customer Service, Strategic Planning, New Business Development, Sales Management, Team Building
Education
Temple University 1979 — 1983
Bachelor of Business Administration (BBA), Computer Science
Devin Morgan, CFA's Morgan Stanley Investment Management Experience June 2007 - August 2007
Job MBA Candidate at NYU Stern | Focused on Strategy and the Financial Services Industry | Passionate about Asset Management
Industry Financial Services
Experience
Goldman Sachs June 2015 - Present
City of London Investment Management Company Ltd January 2011 - July 2014
Coventry First, LLC August 2009 - December 2010
ProFund Advisors LLC June 2008 - June 2009
Morgan Stanley Investment Management June 2007 - August 2007
Skills
Bloomberg, Microsoft Excel, Investments, Financial Modeling, Hedge Funds, Valuation, Microsoft Office, Portfolio Management, Finance, Corporate Finance, Data Analysis, Equities
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
The George Washington University 2005 — 2009
BS, Economics, Statistics
The Hill School
Goldman Sachs June 2015 - Present
City of London Investment Management Company Ltd January 2011 - July 2014
Coventry First, LLC August 2009 - December 2010
ProFund Advisors LLC June 2008 - June 2009
Morgan Stanley Investment Management June 2007 - August 2007
Skills
Bloomberg, Microsoft Excel, Investments, Financial Modeling, Hedge Funds, Valuation, Microsoft Office, Portfolio Management, Finance, Corporate Finance, Data Analysis, Equities
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
The George Washington University 2005 — 2009
BS, Economics, Statistics
The Hill School
Federico Kaune's Morgan Stanley Investment Management Experience August 2002 - August 2014
Job Managing Director Head of Emerging Markets Debt at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management July 2015 - Present
Baffin Advisors, LLC October 2014 - June 2015
Morgan Stanley Investment Management August 2002 - August 2014
Goldman Sachs June 1997 - July 2002
International Monetary Fund June 1994 - May 1997
Skills
Equities, Hedge Funds, Fixed Income, Alternative Investments, Asset Management, Capital Markets, Emerging Markets
Education
The University of Chicago 1990 — 1994
M.A. and Ph.D., Economics - International Finance/Monetary Economics
Universidad del Pacífico (PE) 1986 — 1989
B.A. and Licensure, Economics
UBS Global Asset Management July 2015 - Present
Baffin Advisors, LLC October 2014 - June 2015
Morgan Stanley Investment Management August 2002 - August 2014
Goldman Sachs June 1997 - July 2002
International Monetary Fund June 1994 - May 1997
Skills
Equities, Hedge Funds, Fixed Income, Alternative Investments, Asset Management, Capital Markets, Emerging Markets
Education
The University of Chicago 1990 — 1994
M.A. and Ph.D., Economics - International Finance/Monetary Economics
Universidad del Pacífico (PE) 1986 — 1989
B.A. and Licensure, Economics
Scott Wachs's Morgan Stanley Investment Management Experience June 2014 - Present
Job Executive Director Global Product Head, Global Liquidity at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management June 2014 - Present
J.P. Morgan Asset Management January 2003 - May 2014
J.P. Morgan Asset Management January 2002 - December 2002
J.P. Morgan Asset Management April 1998 - December 2001
JPMorgan Chase January 1985 - March 1998
Skills
Strategy, Business Development, Product Management, Business Strategy, Management, Leadership, Finance, Financial Services, Entrepreneurship, Strategic Planning, New Business Development, Marketing, Project Management, Marketing Communications, Segmentation, Risk Management, Mutual Funds, Investment Management, Wealth Management, Investments
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Marketing
Tufts University 1977 — 1981
BA, Economics
Morgan Stanley Investment Management June 2014 - Present
J.P. Morgan Asset Management January 2003 - May 2014
J.P. Morgan Asset Management January 2002 - December 2002
J.P. Morgan Asset Management April 1998 - December 2001
JPMorgan Chase January 1985 - March 1998
Skills
Strategy, Business Development, Product Management, Business Strategy, Management, Leadership, Finance, Financial Services, Entrepreneurship, Strategic Planning, New Business Development, Marketing, Project Management, Marketing Communications, Segmentation, Risk Management, Mutual Funds, Investment Management, Wealth Management, Investments
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Marketing
Tufts University 1977 — 1981
BA, Economics
Christi Cordill's Morgan Stanley Investment Management Experience 2003 - 2004
Job Consultant
Industry Real Estate
Experience
The Linc Group, LLC 2010 - 2010
The Linc Group, LLC 2008 - 2009
New York Life Insurance Company 2005 - 2006
Credit Suisse 2004 - 2005
Morgan Stanley Investment Management 2003 - 2004
El Paso Corporation 2001 - 2003
Education
Texas A&M University
BBA, Accounting
University of Houston Law Center
JD
The Linc Group, LLC 2010 - 2010
The Linc Group, LLC 2008 - 2009
New York Life Insurance Company 2005 - 2006
Credit Suisse 2004 - 2005
Morgan Stanley Investment Management 2003 - 2004
El Paso Corporation 2001 - 2003
Education
Texas A&M University
BBA, Accounting
University of Houston Law Center
JD
Christopher Corso's Morgan Stanley Investment Management Experience January 2014 - Present
Job Associate Liquidity Sales at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management January 2014 - Present
Morgan Stanley Investment Management April 2011 - January 2014
Edge Technology Group August 2008 - April 2011
Credit Suisse May 2007 - August 2007
Skills
Fixed Income, Finance, Sales, Series 7, Series 63, Equities, Investments, Hedge Funds, Bloomberg, Microsoft Office
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science, Finance, 3.4
Morgan Stanley Investment Management January 2014 - Present
Morgan Stanley Investment Management April 2011 - January 2014
Edge Technology Group August 2008 - April 2011
Credit Suisse May 2007 - August 2007
Skills
Fixed Income, Finance, Sales, Series 7, Series 63, Equities, Investments, Hedge Funds, Bloomberg, Microsoft Office
Education
Syracuse University - Martin J. Whitman School of Management 2004 — 2008
Bachelor of Science, Finance, 3.4
Stephen Volpe's Morgan Stanley Investment Management Experience August 2004 - February 2015
Job Assistant Vice President at OppenheimerFunds
Industry Investment Management
Experience
OppenheimerFunds February 2015 - Present
Morgan Stanley Investment Management August 2004 - February 2015
Deutsche Asset Management August 2003 - July 2004
Skills
Hedge Funds, Investment Management, Mutual Funds
Education
Towson University 1999 — 2003
Bachelors, Finance, Business Administration
OppenheimerFunds February 2015 - Present
Morgan Stanley Investment Management August 2004 - February 2015
Deutsche Asset Management August 2003 - July 2004
Skills
Hedge Funds, Investment Management, Mutual Funds
Education
Towson University 1999 — 2003
Bachelors, Finance, Business Administration
Megan M. Capay, CFA's Morgan Stanley Investment Management Experience June 1999 - March 2004
Job Director, European Corporate Access & UK Corporate Broking at Citi
Industry Financial Services
Experience
Citi August 2011 - Present
Barclays Capital April 2010 - August 2011
UBS Investment Bank April 2008 - July 2009
Morgan Stanley March 2004 - March 2008
Morgan Stanley Investment Management June 1999 - March 2004
Skills
Marketing, Equity Research, Hedge Funds, Corporate Finance, Financial Modeling, Equities, Capital Markets, Bloomberg, Investment Banking, Series 7, Valuation, Fixed Income
Education
Tufts University 1995 — 1999
BA, Economics & Spanish, Economics & Spanish
Dwight-Englewood 1989 — 1995
Citi August 2011 - Present
Barclays Capital April 2010 - August 2011
UBS Investment Bank April 2008 - July 2009
Morgan Stanley March 2004 - March 2008
Morgan Stanley Investment Management June 1999 - March 2004
Skills
Marketing, Equity Research, Hedge Funds, Corporate Finance, Financial Modeling, Equities, Capital Markets, Bloomberg, Investment Banking, Series 7, Valuation, Fixed Income
Education
Tufts University 1995 — 1999
BA, Economics & Spanish, Economics & Spanish
Dwight-Englewood 1989 — 1995
Sheila Lotvin's Morgan Stanley Investment Management Experience February 2007 - Present
Job Senior Registered Client Service Associate at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management February 2007 - Present
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Equities, Investments, Securities, Asset Management, Wealth Management, Fixed Income, Portfolio Management, Investment Management, Alternative Investments
Education
State University of New York College at Cortland
Bachelor of Arts (BA), Economics
Wagner College
MBA, Management & Finance
Morgan Stanley Investment Management February 2007 - Present
Skills
Series 7, Mutual Funds, Series 63, Asset Allocation, Equities, Investments, Securities, Asset Management, Wealth Management, Fixed Income, Portfolio Management, Investment Management, Alternative Investments
Education
State University of New York College at Cortland
Bachelor of Arts (BA), Economics
Wagner College
MBA, Management & Finance
Cecilia Esther Rabess's Morgan Stanley Investment Management Experience 2006 - 2006
Job Analytics at Google Fiber
Industry Internet
Experience
Google November 2014 - Present
Google September 2012 - November 2014
Goldman Sachs 2011 - 2011
Investment Boutique, LLC 2007 - 2009
Morgan Stanley Investment Management 2006 - 2006
Skills
Financial Modeling, Emerging Markets, Corporate Finance, Valuation, Private Equity, Strategy, Venture Capital, Due Diligence, Economics, Investment Banking, Corporate Development, Bloomberg, Capital Markets, Mergers & Acquisitions, Financial Analysis, Start-ups, Finance, Investments, Analytics, Competitive Analysis
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Statistics
University of Chicago
Master of Arts (M.A.), Near and Middle Eastern Studies
University of Pennsylvania - The Wharton School
BS Economics, Insurance and Risk Management
Google November 2014 - Present
Google September 2012 - November 2014
Goldman Sachs 2011 - 2011
Investment Boutique, LLC 2007 - 2009
Morgan Stanley Investment Management 2006 - 2006
Skills
Financial Modeling, Emerging Markets, Corporate Finance, Valuation, Private Equity, Strategy, Venture Capital, Due Diligence, Economics, Investment Banking, Corporate Development, Bloomberg, Capital Markets, Mergers & Acquisitions, Financial Analysis, Start-ups, Finance, Investments, Analytics, Competitive Analysis
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Statistics
University of Chicago
Master of Arts (M.A.), Near and Middle Eastern Studies
University of Pennsylvania - The Wharton School
BS Economics, Insurance and Risk Management
Eva Iglesias Gómez's Morgan Stanley Investment Management Experience May 1999 - 2007
Job Engineer Manager en EIGL
Industry Information Technology and Services
Experience
EIGL January 2011 - Present
HP (Public Company; 10,001 or more employees; HPQ; Sector de Information Technology and Services) March 2007 - June 2009
Morgan Stanley Investment Management May 1999 - 2007
IBM Global Services April 1995 - May 1999
Skills
ITIL, IT Outsourcing, Windows, Management, Project Management, Team Leadership, Team Management, IT Service Management, Business Analysis, Customer Service, Microsoft Office, Budgets, Strategic Planning, Change Management, Microsoft Excel, HTML, Outsourcing, Project Planning, Negotiation, English
Education
Universidad Autónoma de Madrid 2009 — 2012
Licenciada en Física
Universidad Autónoma de Madrid
Licenciada
EIGL January 2011 - Present
HP (Public Company; 10,001 or more employees; HPQ; Sector de Information Technology and Services) March 2007 - June 2009
Morgan Stanley Investment Management May 1999 - 2007
IBM Global Services April 1995 - May 1999
Skills
ITIL, IT Outsourcing, Windows, Management, Project Management, Team Leadership, Team Management, IT Service Management, Business Analysis, Customer Service, Microsoft Office, Budgets, Strategic Planning, Change Management, Microsoft Excel, HTML, Outsourcing, Project Planning, Negotiation, English
Education
Universidad Autónoma de Madrid 2009 — 2012
Licenciada en Física
Universidad Autónoma de Madrid
Licenciada
Sara Onstad's Morgan Stanley Investment Management Experience October 2006 - August 2009
Job Marketing Manager at Little Passports
Industry Human Resources
Experience
Little Passports October 2012 - Present
Morgan Stanley Investment Management October 2006 - August 2009
HSBC October 2005 - October 2006
British Airport Authority - BAA February 2004 - August 2004
Hewitt Associates July 1998 - November 2003
John Hancock Life Insurance Company (U.S.A.) May 1997 - August 1997
Skills
Human Resources, Talent Management, Succession Planning, Employee Engagement, Performance Management, Employee Relations, HR Consulting, HR Policies, Onboarding, HRIS, Recruiting, Talent Acquisition, Personnel Management, Organizational Design, Organizational..., Change Management, Leadership Development
Education
London School of Economics and Political Science 2004 — 2005
Msc, Industrail Relations and Human Resource Management
University of North Carolina at Chapel Hill 1994 — 1998
BA, Industrial Relations and Psychology
Little Passports October 2012 - Present
Morgan Stanley Investment Management October 2006 - August 2009
HSBC October 2005 - October 2006
British Airport Authority - BAA February 2004 - August 2004
Hewitt Associates July 1998 - November 2003
John Hancock Life Insurance Company (U.S.A.) May 1997 - August 1997
Skills
Human Resources, Talent Management, Succession Planning, Employee Engagement, Performance Management, Employee Relations, HR Consulting, HR Policies, Onboarding, HRIS, Recruiting, Talent Acquisition, Personnel Management, Organizational Design, Organizational..., Change Management, Leadership Development
Education
London School of Economics and Political Science 2004 — 2005
Msc, Industrail Relations and Human Resource Management
University of North Carolina at Chapel Hill 1994 — 1998
BA, Industrial Relations and Psychology
Sheetal Shroff's Morgan Stanley Investment Management Experience September 2008 - Present
Job Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley Investment Management September 2008 - Present
Vanguard January 2005 - February 2008
Skills
Asset Management, Investments
Education
Temple University - Fox School of Business and Management 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance & Real Estate
Morgan Stanley Investment Management September 2008 - Present
Vanguard January 2005 - February 2008
Skills
Asset Management, Investments
Education
Temple University - Fox School of Business and Management 2001 — 2004
Bachelor of Business Administration (B.B.A.), Finance & Real Estate
Kai Maeda's Morgan Stanley Investment Management Experience July 2002 - May 2005
Job Research Assistant at Okinawa Institute of Science and Technology
Industry Research
Experience
Okinawa Institute of Science and Technology July 2013 - Present
The George Washington University August 2007 - May 2013
Morgan Stanley Investment Management July 2002 - May 2005
Education
The George Washington University 2007 — 2013
Doctor of Philosophy (Ph.D.), Mathematics
The George Washington University 2007 — 2012
Ph.D., Mathematics
Okinawa Institute of Science and Technology July 2013 - Present
The George Washington University August 2007 - May 2013
Morgan Stanley Investment Management July 2002 - May 2005
Education
The George Washington University 2007 — 2013
Doctor of Philosophy (Ph.D.), Mathematics
The George Washington University 2007 — 2012
Ph.D., Mathematics
Brian Curley's Morgan Stanley Investment Management Experience June 1999 - February 2008
Job Vice President at Gemini Fund Services
Industry Investment Banking
Experience
Gemini Fund Services April 2012 - Present
Goldman Sachs April 2008 - April 2012
Morgan Stanley Investment Management June 1999 - February 2008
Skills
Mutual Funds, Hedge Funds, Asset Managment, Alternative Investments, Fund Administration, Equities, Bloomberg, Fund Accounting, Securities Lending, Prime Brokerage, Fixed Income, Middle Office, Fund Of Funds, Derivatives, ETFs, Bonds, Options, Investment Management, Equity Derivatives, Structured Products, FX Options, Valuation, Credit Derivatives, Swaps
Education
Syracuse University
B.S., Applied Math and Statistics/Economics
Gemini Fund Services April 2012 - Present
Goldman Sachs April 2008 - April 2012
Morgan Stanley Investment Management June 1999 - February 2008
Skills
Mutual Funds, Hedge Funds, Asset Managment, Alternative Investments, Fund Administration, Equities, Bloomberg, Fund Accounting, Securities Lending, Prime Brokerage, Fixed Income, Middle Office, Fund Of Funds, Derivatives, ETFs, Bonds, Options, Investment Management, Equity Derivatives, Structured Products, FX Options, Valuation, Credit Derivatives, Swaps
Education
Syracuse University
B.S., Applied Math and Statistics/Economics
Ewa Borowska's Morgan Stanley Investment Management Experience 2003 - 2007
Job
Industry
Experience
Morgan Stanley Investment Management 2003 - 2007
Morgan Stanley 1998 - 2007
Morgan Stanley 1998 - 2007
Skills
Financial Modeling, Equities, Investment Banking, Due Diligence, Fixed Income, Corporate Finance, Strategy, Valuation, Private Equity, Alternative Investments, Equity Research, Emerging Markets, Hedge Funds, Venture Capital, Capital Markets, Business Strategy
Education
The Tuck School of Business at Dartmouth 1994 — 1996
MBA, Finance
Yale University
Yale University
Morgan Stanley Investment Management 2003 - 2007
Morgan Stanley 1998 - 2007
Morgan Stanley 1998 - 2007
Skills
Financial Modeling, Equities, Investment Banking, Due Diligence, Fixed Income, Corporate Finance, Strategy, Valuation, Private Equity, Alternative Investments, Equity Research, Emerging Markets, Hedge Funds, Venture Capital, Capital Markets, Business Strategy
Education
The Tuck School of Business at Dartmouth 1994 — 1996
MBA, Finance
Yale University
Yale University
Catherine Stugart's Morgan Stanley Investment Management Experience July 2014 - Present
Job Internal Sales Consultant Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management July 2014 - Present
Morgan Stanley Wealth Management January 2013 - June 2014
Northeast Private Client Group May 2011 - January 2013
Fidelity Investments June 2010 - April 2011
Mercedes-Benz USA June 2009 - August 2009
Mercedes-Benz USA June 2008 - August 2008
Skills
Microsoft Excel, Series 7, Communication, Siebel, Series 66
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science (BS), International Business and Marketing
Universidad de Granada
Morgan Stanley Investment Management July 2014 - Present
Morgan Stanley Wealth Management January 2013 - June 2014
Northeast Private Client Group May 2011 - January 2013
Fidelity Investments June 2010 - April 2011
Mercedes-Benz USA June 2009 - August 2009
Mercedes-Benz USA June 2008 - August 2008
Skills
Microsoft Excel, Series 7, Communication, Siebel, Series 66
Education
University of Delaware - Lerner College of Business and Economics 2006 — 2010
Bachelor of Science (BS), International Business and Marketing
Universidad de Granada
William F Blevins's Morgan Stanley Investment Management Experience September 1995 - February 1999
Job Senior Enterprise Account Manager
Industry Information Technology and Services
Experience
Keller Williams Coastal January 2005 - Present
CenturyLink February 2001 - Present
Morgan Stanley Investment Management September 1995 - February 1999
Morgan Stanley Investment Management March 1993 - July 1998
Skills
Project Management, Marketing Management, Proposal Writing, Sales Management, Sales Operations, Outside Sales
Education
Texas A&M University-Corpus Christi 2003 — 2009
Master's Degree, Educational/Instructional Technology, 3.6 GPA
The University of Texas at Dallas - School of Management 1996 — 1998
Keller Williams Coastal January 2005 - Present
CenturyLink February 2001 - Present
Morgan Stanley Investment Management September 1995 - February 1999
Morgan Stanley Investment Management March 1993 - July 1998
Skills
Project Management, Marketing Management, Proposal Writing, Sales Management, Sales Operations, Outside Sales
Education
Texas A&M University-Corpus Christi 2003 — 2009
Master's Degree, Educational/Instructional Technology, 3.6 GPA
The University of Texas at Dallas - School of Management 1996 — 1998
Octavia Breland's Morgan Stanley Investment Management Experience February 2004 - June 2005
Job Executive Administrative Professional
Industry Banking
Experience
City National Bank of New Jersey August 2012 - October 2013
MSCI Inc. November 2011 - March 2012
Goldman Sachs August 2010 - August 2011
Credit Suisse June 2007 - April 2010
Axion Temporary Staffing, LLC September 2006 - April 2007
Morgan Stanley Investment Management February 2004 - June 2005
Lehman Brothers October 2000 - December 2002
Leafstone Staffing September 1999 - October 2000
Skills
Microsoft Office, Microsoft Excel, Recruiting, PowerPoint, Management, Marketing, Risk Management, Customer Service, Microsoft Word, Training, Strategic Planning, Event Planning, Outlook, Public Speaking, Microsoft Office 2007, Adobe Acrobat, Concur, SharePoint, Lotus Notes, NYS Notary Public, NJ Notary Public
Education
Career Vision Technical School 2002 — 2005
Certifications in Networking and Securities, Network and System Administration/Administrator
State University of New York College at Brockport 1995 — 1999
Bachelor of Science (BS), Health/Health Care Administration/Management
City National Bank of New Jersey August 2012 - October 2013
MSCI Inc. November 2011 - March 2012
Goldman Sachs August 2010 - August 2011
Credit Suisse June 2007 - April 2010
Axion Temporary Staffing, LLC September 2006 - April 2007
Morgan Stanley Investment Management February 2004 - June 2005
Lehman Brothers October 2000 - December 2002
Leafstone Staffing September 1999 - October 2000
Skills
Microsoft Office, Microsoft Excel, Recruiting, PowerPoint, Management, Marketing, Risk Management, Customer Service, Microsoft Word, Training, Strategic Planning, Event Planning, Outlook, Public Speaking, Microsoft Office 2007, Adobe Acrobat, Concur, SharePoint, Lotus Notes, NYS Notary Public, NJ Notary Public
Education
Career Vision Technical School 2002 — 2005
Certifications in Networking and Securities, Network and System Administration/Administrator
State University of New York College at Brockport 1995 — 1999
Bachelor of Science (BS), Health/Health Care Administration/Management
Joseph Gunderson, CFA's Morgan Stanley Investment Management Experience June 2007 - November 2009
Job Product Management at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds February 2013 - Present
OppenheimerFunds July 2011 - February 2013
State Street Bank November 2009 - November 2011
Morgan Stanley Investment Management June 2007 - November 2009
Education
The College of New Jersey 2003 — 2007
BS, Business Administration- Finance
OppenheimerFunds February 2013 - Present
OppenheimerFunds July 2011 - February 2013
State Street Bank November 2009 - November 2011
Morgan Stanley Investment Management June 2007 - November 2009
Education
The College of New Jersey 2003 — 2007
BS, Business Administration- Finance
Matthew Levitties's Morgan Stanley Investment Management Experience January 2000 - September 2003
Job Managing Director at Versa Capital Management
Industry Venture Capital & Private Equity
Experience
Versa Capital Management May 2008 - Present
Friends' Central School 2008 - Present
Albert Einstein Healthcare Network 1997 - Present
Chartwell Investment Partners December 2003 - March 2008
Morgan Stanley Investment Management January 2000 - September 2003
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1990 — 1992
MA
The Johns Hopkins University 1985 — 1989
BA
Versa Capital Management May 2008 - Present
Friends' Central School 2008 - Present
Albert Einstein Healthcare Network 1997 - Present
Chartwell Investment Partners December 2003 - March 2008
Morgan Stanley Investment Management January 2000 - September 2003
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1990 — 1992
MA
The Johns Hopkins University 1985 — 1989
BA
Edward Goydas's Morgan Stanley Investment Management Experience January 2004 - December 2005
Job Chief Investment Officer
Industry Investment Management
Experience
Goydas Capital January 2012 - Present
Private Investment Fund October 2014 - Present
Chaminade High School January 2012 - October 2014
Hedge Fund May 2008 - January 2012
St. John's University January 2007 - December 2008
J.P. Morgan / Bear Stearns July 2006 - April 2008
CFA (Chartered Financial Analysts) Investment Research Challenge January 2005 - December 2005
Morgan Stanley Investment Management January 2004 - December 2005
Citigroup Investment Bank May 2003 - November 2003
Education
University of Pennsylvania - The Wharton School
CRCP - Wharton Law School / FINRA Certified Regulatory and Compliance Professional
U.S. & International Tax Law
St. John's University
Master of Business Administration (M.B.A.), Finance and Accounting, Summa Cum Laude, Two Year Academic Scholarship
St. John's University
Bachelor's Degree, Finance & Accounting, Summa Cum Laude, Four Year Academic Scholarship
Chaminade High School
Goydas Capital January 2012 - Present
Private Investment Fund October 2014 - Present
Chaminade High School January 2012 - October 2014
Hedge Fund May 2008 - January 2012
St. John's University January 2007 - December 2008
J.P. Morgan / Bear Stearns July 2006 - April 2008
CFA (Chartered Financial Analysts) Investment Research Challenge January 2005 - December 2005
Morgan Stanley Investment Management January 2004 - December 2005
Citigroup Investment Bank May 2003 - November 2003
Education
University of Pennsylvania - The Wharton School
CRCP - Wharton Law School / FINRA Certified Regulatory and Compliance Professional
U.S. & International Tax Law
St. John's University
Master of Business Administration (M.B.A.), Finance and Accounting, Summa Cum Laude, Two Year Academic Scholarship
St. John's University
Bachelor's Degree, Finance & Accounting, Summa Cum Laude, Four Year Academic Scholarship
Chaminade High School
Hailey Weller's Morgan Stanley Investment Management Experience 2006 - 2007
Job Finance Director at Concrete Collaborative
Industry Design
Experience
Concrete Collaborative July 2006 - Present
Morgan Stanley Investment Management 2006 - 2007
Morgan Stanley 2002 - 2005
Skills
Financial Modeling, Hedge Funds, Business Strategy, Strategy, Investments, Asset Managment
Education
Melbourne Business School 2005 — 2006
MBA, Finance, General
The University of Queensland 1998 — 2001
Economics
Concrete Collaborative July 2006 - Present
Morgan Stanley Investment Management 2006 - 2007
Morgan Stanley 2002 - 2005
Skills
Financial Modeling, Hedge Funds, Business Strategy, Strategy, Investments, Asset Managment
Education
Melbourne Business School 2005 — 2006
MBA, Finance, General
The University of Queensland 1998 — 2001
Economics
Adam Messerschmitt, CFA's Morgan Stanley Investment Management Experience April 2014 - Present
Job Vice President at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management April 2014 - Present
Morgan Stanley Investment Management October 2012 - April 2014
Morgan Stanley Investment Management April 2005 - October 2012
Penn Medicine (University of Pennsylvania Health System) November 2004 - April 2005
Lerner, Sampson & Rothfuss October 2003 - November 2004
Skills
Asset Management, Bloomberg, Bonds, Fixed Income, Equities, Investment Management, Mutual Funds, Derivatives, Valuation, Pricing, Alternative Investments, Financial Modeling, Private Equity, Equity Valuation, DCF Valuation, WACC, CAPM, Private Companies, Comparable Analysis, Capital IQ, BlackRock Aladdin, Equity Research Analysis, Financial Statement..., Cash Flow Forecasting, Cash Flow Analysis, Options, Structured Products, Precedent Transactions, Purchase Price...
Education
The Ohio State University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Morgan Stanley Investment Management April 2014 - Present
Morgan Stanley Investment Management October 2012 - April 2014
Morgan Stanley Investment Management April 2005 - October 2012
Penn Medicine (University of Pennsylvania Health System) November 2004 - April 2005
Lerner, Sampson & Rothfuss October 2003 - November 2004
Skills
Asset Management, Bloomberg, Bonds, Fixed Income, Equities, Investment Management, Mutual Funds, Derivatives, Valuation, Pricing, Alternative Investments, Financial Modeling, Private Equity, Equity Valuation, DCF Valuation, WACC, CAPM, Private Companies, Comparable Analysis, Capital IQ, BlackRock Aladdin, Equity Research Analysis, Financial Statement..., Cash Flow Forecasting, Cash Flow Analysis, Options, Structured Products, Precedent Transactions, Purchase Price...
Education
The Ohio State University
Bachelor of Business Administration (B.B.A.), Accounting and Finance
James Ferrarelli's Morgan Stanley Investment Management Experience August 2000 - July 2011
Job Executive Director at J.P. Morgan Asset Management
Industry Financial Services
Experience
J.P. Morgan Asset Management June 2011 - Present
Morgan Stanley Investment Management August 2000 - July 2011
Skills
Equities, Change Management, Fixed Income, Electronic Trading, Capital Markets, Derivatives, Market Data, Asset Management, Sybase, Investment Banking, Business Analysis, Investment Management, Hedge Funds, IT Management, Asset Managment, SDLC, Trading Systems
Education
The University of Manchester 1998 — 2000
BSc, Computer Science
J.P. Morgan Asset Management June 2011 - Present
Morgan Stanley Investment Management August 2000 - July 2011
Skills
Equities, Change Management, Fixed Income, Electronic Trading, Capital Markets, Derivatives, Market Data, Asset Management, Sybase, Investment Banking, Business Analysis, Investment Management, Hedge Funds, IT Management, Asset Managment, SDLC, Trading Systems
Education
The University of Manchester 1998 — 2000
BSc, Computer Science
Anthony Puma's Morgan Stanley Investment Management Experience September 2008 - July 2011
Job Compliance Officer at Stone Harbor Investment Partners
Industry Investment Management
Experience
Stone Harbor Investment Partners April 2013 - Present
Barclays Wealth and Investment Management July 2011 - April 2013
Morgan Stanley Investment Management September 2008 - July 2011
Morgan Stanley November 2005 - September 2008
Smith Barney - Citigroup, Global Wealth Management October 2004 - November 2005
Skills
Charles River IMS, Latent Zero Sentinel, Bloomberg AIM, Fixed Income, Risk Management, Bloomberg, Equities, Finance, Financial Risk, Investments, Mutual Funds, Portfolio Management, Asset Management, Series 7, Financial Services, Investment Management, Securities, Trading
Education
State University of New York College at Oneonta 1999 — 2003
BS, Business Economics
Stone Harbor Investment Partners April 2013 - Present
Barclays Wealth and Investment Management July 2011 - April 2013
Morgan Stanley Investment Management September 2008 - July 2011
Morgan Stanley November 2005 - September 2008
Smith Barney - Citigroup, Global Wealth Management October 2004 - November 2005
Skills
Charles River IMS, Latent Zero Sentinel, Bloomberg AIM, Fixed Income, Risk Management, Bloomberg, Equities, Finance, Financial Risk, Investments, Mutual Funds, Portfolio Management, Asset Management, Series 7, Financial Services, Investment Management, Securities, Trading
Education
State University of New York College at Oneonta 1999 — 2003
BS, Business Economics
Bill Appleton's Morgan Stanley Investment Management Experience 2000 - 2009
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2011 - Present
State Street Bank 2009 - April 2011
Morgan Stanley Investment Management 2000 - 2009
PFPC 1997 - 2000
SEI Investments 1993 - 1997
Merrill Lynch 1990 - 1993
Skills
Securities, Fixed Income, Asset Managment, Fund Accounting, Mutual Funds, Fund Administration, Asset Management, Alternative Investments, Equities, Middle Office, Investments, Hedge Funds, Bloomberg, Fund Of Funds, Financial Services
Education
Temple University 1986 — 1989
BS, Accounting
BNY Mellon April 2011 - Present
State Street Bank 2009 - April 2011
Morgan Stanley Investment Management 2000 - 2009
PFPC 1997 - 2000
SEI Investments 1993 - 1997
Merrill Lynch 1990 - 1993
Skills
Securities, Fixed Income, Asset Managment, Fund Accounting, Mutual Funds, Fund Administration, Asset Management, Alternative Investments, Equities, Middle Office, Investments, Hedge Funds, Bloomberg, Fund Of Funds, Financial Services
Education
Temple University 1986 — 1989
BS, Accounting
Lisa Goddard's Morgan Stanley Investment Management Experience December 2003 - January 2012
Job Vice President at State Street Bank
Industry Capital Markets
Experience
State Street Bank February 2012 - Present
Morgan Stanley Investment Management December 2003 - January 2012
Lend Lease Real Estate Investments August 1994 - November 2003
Skills
Business Analysis, Financial Analysis, Data Warehousing, SDLC, Information Technology, Vendor Management, IT Strategy, Software Project..., Asset Management, Project Management, Enterprise Architecture
Education
Texas A&M University
BS, Computer science
State Street Bank February 2012 - Present
Morgan Stanley Investment Management December 2003 - January 2012
Lend Lease Real Estate Investments August 1994 - November 2003
Skills
Business Analysis, Financial Analysis, Data Warehousing, SDLC, Information Technology, Vendor Management, IT Strategy, Software Project..., Asset Management, Project Management, Enterprise Architecture
Education
Texas A&M University
BS, Computer science
Lori Chellakumar's Morgan Stanley Investment Management Experience January 2006 - Present
Job PMO Lead, Vice President at Morgan Stanley Investment Management
Industry Capital Markets
Experience
Morgan Stanley Investment Management January 2006 - Present
Morgan Stanley Investment Management January 2005 - January 2006
Morgan Stanley Investment Management January 2000 - January 2005
Morgan Stanley Investment Management January 1998 - January 2000
Education
Stevens Institute of Technology 2007 — 2008
Cerfitication, Project Management
Yale University School of Music 1995 — 1997
Masters, Vocal Performance
University of Nevada-Reno 1983 — 1987
Bachelor's, Vocal Performance
Morgan Stanley Investment Management January 2006 - Present
Morgan Stanley Investment Management January 2005 - January 2006
Morgan Stanley Investment Management January 2000 - January 2005
Morgan Stanley Investment Management January 1998 - January 2000
Education
Stevens Institute of Technology 2007 — 2008
Cerfitication, Project Management
Yale University School of Music 1995 — 1997
Masters, Vocal Performance
University of Nevada-Reno 1983 — 1987
Bachelor's, Vocal Performance
TAI SUN's Morgan Stanley Investment Management Experience June 2001 - August 2003
Job Team Lead at Accenture
Industry Information Technology and Services
Experience
Accenture March 2012 - Present
Solvus & Associates March 2012 - February 2015
Performance Architects, Inc. August 2011 - January 2012
PepsiCo June 2010 - June 2011
Kimberly-Clark May 2007 - June 2009
Holly Corporation May 2005 - March 2007
Morgan Stanley Investment Management June 2001 - August 2003
Morgan Stanley 2001 - 2003
Skills
Business Analysis, Financial Reporting &..., Investment Advisory -..., EPM, Hyperion Planning, Project Management, Essbase, Analysis, Oracle, Forecasting, Business Intelligence, VBA, Accounting, Microsoft Office, Financial Reporting, Consulting, Hyperion, SDLC
Education
University of Georgia 2014 — 2014
TESOL Certification, Education
University of Texas 2003 — 2004
MBA, Finance
The University of Texas at Dallas 2004 — 2007
MS, Management of Information System
Texas Christian University - M.J. Neeley School of Business 1995 — 2000
BBA, Banking & Finance, Accounting
Accenture March 2012 - Present
Solvus & Associates March 2012 - February 2015
Performance Architects, Inc. August 2011 - January 2012
PepsiCo June 2010 - June 2011
Kimberly-Clark May 2007 - June 2009
Holly Corporation May 2005 - March 2007
Morgan Stanley Investment Management June 2001 - August 2003
Morgan Stanley 2001 - 2003
Skills
Business Analysis, Financial Reporting &..., Investment Advisory -..., EPM, Hyperion Planning, Project Management, Essbase, Analysis, Oracle, Forecasting, Business Intelligence, VBA, Accounting, Microsoft Office, Financial Reporting, Consulting, Hyperion, SDLC
Education
University of Georgia 2014 — 2014
TESOL Certification, Education
University of Texas 2003 — 2004
MBA, Finance
The University of Texas at Dallas 2004 — 2007
MS, Management of Information System
Texas Christian University - M.J. Neeley School of Business 1995 — 2000
BBA, Banking & Finance, Accounting
Kevin Klingert's Morgan Stanley Investment Management Experience December 2007 - Present
Job Managing Director/COO at Morgan Stanley Investment Management
Industry Capital Markets
Experience
Morgan Stanley Investment Management December 2007 - Present
BlackRock October 1991 - January 2007
Merrill Lynch March 1985 - October 1991
Education
NYU Stern School of Business 1988 — 1990
MBA, Finance
SUNY Oswego 1980 — 1984
Finance
Morgan Stanley Investment Management December 2007 - Present
BlackRock October 1991 - January 2007
Merrill Lynch March 1985 - October 1991
Education
NYU Stern School of Business 1988 — 1990
MBA, Finance
SUNY Oswego 1980 — 1984
Finance
Andrew Witt's Morgan Stanley Investment Management Experience June 2012 - Present
Job Vice President at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management June 2012 - Present
Goldman Sachs June 1992 - May 2012
Education
St. Norbert College 1985 — 1989
Bachelor of Business Administration (B.B.A.), Economics
Morgan Stanley Investment Management June 2012 - Present
Goldman Sachs June 1992 - May 2012
Education
St. Norbert College 1985 — 1989
Bachelor of Business Administration (B.B.A.), Economics
Diane DiLeone's Morgan Stanley Investment Management Experience June 2012 - Present
Job Executive Assistant at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management June 2012 - Present
Starwood Capital Group November 2011 - January 2012
Parella Weinberg June 2011 - July 2011
Cline Davis & Mann March 2011 - April 2011
The Royal Bank of Scotland November 2009 - December 2010
MasterCard Worldwide June 2005 - April 2009
Opical Information Systems 1979 - 1983
Opical Information Systems 1979 - 1983
Opical Information Systems 1979 - 1983
Opical Information Systems 1979 - 1983
Skills
Travel Arrangements, Concur, Administrative..., Office Management, Calendaring, Diary Management, Heavy Calendaring, Calendars, Lotus Notes, Executive..., Expense Management, Confidentiality, Executive Level..., Asset Management, Outlook, Expenses, Equities, Meeting Scheduling, Microsoft Excel, RISK Console Database, PRISM Database, CRM Database
Education
State University of New York Empire State College 1999 — 2001
SUNY Empire State Colle Bachelors of Science, Business Administration and Management, General
Gwinett Technical Institute 1994 — 1994
Medical Transcription/Transcriptionist
Morgan Stanley Investment Management June 2012 - Present
Starwood Capital Group November 2011 - January 2012
Parella Weinberg June 2011 - July 2011
Cline Davis & Mann March 2011 - April 2011
The Royal Bank of Scotland November 2009 - December 2010
MasterCard Worldwide June 2005 - April 2009
Opical Information Systems 1979 - 1983
Opical Information Systems 1979 - 1983
Opical Information Systems 1979 - 1983
Opical Information Systems 1979 - 1983
Skills
Travel Arrangements, Concur, Administrative..., Office Management, Calendaring, Diary Management, Heavy Calendaring, Calendars, Lotus Notes, Executive..., Expense Management, Confidentiality, Executive Level..., Asset Management, Outlook, Expenses, Equities, Meeting Scheduling, Microsoft Excel, RISK Console Database, PRISM Database, CRM Database
Education
State University of New York Empire State College 1999 — 2001
SUNY Empire State Colle Bachelors of Science, Business Administration and Management, General
Gwinett Technical Institute 1994 — 1994
Medical Transcription/Transcriptionist
Dimitrios Georgantonis's Morgan Stanley Investment Management Experience August 2008 - July 2013
Job Element Fleet
Industry Investment Banking
Experience
Element Fleet Management December 2014 - Present
iProcess Online, Inc. July 2013 - May 2014
Morgan Stanley Investment Management August 2008 - July 2013
Ritz Camera & Image April 2002 - May 2008
Mercantile Safe Deposit and Trust July 2000 - April 2002
Skills
Analysis, Cash Management, Business Process, Management, General Ledger, Journal Entries, Financial Analysis, Financial Statements, Financial Risk, Account Reconciliation
Education
Towson University 1995 — 2000
B.S. in Business Management
Element Fleet Management December 2014 - Present
iProcess Online, Inc. July 2013 - May 2014
Morgan Stanley Investment Management August 2008 - July 2013
Ritz Camera & Image April 2002 - May 2008
Mercantile Safe Deposit and Trust July 2000 - April 2002
Skills
Analysis, Cash Management, Business Process, Management, General Ledger, Journal Entries, Financial Analysis, Financial Statements, Financial Risk, Account Reconciliation
Education
Towson University 1995 — 2000
B.S. in Business Management
Jonathan Sheehan's Morgan Stanley Investment Management Experience April 2011 - Present
Job Training Specialist at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management April 2011 - Present
Morgan Stanley Investment Management October 2008 - April 2011
MetLife June 2008 - October 2008
Skills
Mutual Funds, Asset Allocation, Series 7, Series 9, Portfolio Management, Wealth Management, Financial Services, Fixed Income, Investment Strategies, Equities, Asset Management, Risk Management, Retirement Planning
Education
SUNY Plattsburgh
Bachelor of Science (BS), Finance
Morgan Stanley Investment Management April 2011 - Present
Morgan Stanley Investment Management October 2008 - April 2011
MetLife June 2008 - October 2008
Skills
Mutual Funds, Asset Allocation, Series 7, Series 9, Portfolio Management, Wealth Management, Financial Services, Fixed Income, Investment Strategies, Equities, Asset Management, Risk Management, Retirement Planning
Education
SUNY Plattsburgh
Bachelor of Science (BS), Finance
Dana Potter's Morgan Stanley Investment Management Experience August 1998 - Present
Job Senior Client Service Associate at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management August 1998 - Present
Skills
Mutual Funds, Fixed Income, Series 7, Equities, Alternative Investments, Bloomberg, Asset Allocation, Asset Management, Investment Management, Hedge Funds, Securities, Series 63, ETFs
Education
The Community College of Baltimore County 1983 — 1984
Accounting and Business/Management
Patapsco Senior High
Morgan Stanley Investment Management August 1998 - Present
Skills
Mutual Funds, Fixed Income, Series 7, Equities, Alternative Investments, Bloomberg, Asset Allocation, Asset Management, Investment Management, Hedge Funds, Securities, Series 63, ETFs
Education
The Community College of Baltimore County 1983 — 1984
Accounting and Business/Management
Patapsco Senior High
Shaun Mason's Morgan Stanley Investment Management Experience February 2002 - Present
Job Senior Trader at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management February 2002 - Present
Lehman Brothers February 1998 - January 2002
Education
Stanford University Graduate School of Business
Master of Business Administration (M.B.A.)
Stanford University Graduate School of Business
Bachelor of Commerce (B.Com.), Economics
Morgan Stanley Investment Management February 2002 - Present
Lehman Brothers February 1998 - January 2002
Education
Stanford University Graduate School of Business
Master of Business Administration (M.B.A.)
Stanford University Graduate School of Business
Bachelor of Commerce (B.Com.), Economics
Charles Song's Morgan Stanley Investment Management Experience April 2008 - November 2013
Job Senior Vice President at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group December 2013 - Present
Morgan Stanley Investment Management April 2008 - November 2013
Goldman Sachs October 2000 - July 2006
Education
Stanford University Graduate School of Business 2006 — 2008
Master of Business Administration (MBA), Finance, General
Havard College 1996 — 2000
Bachelor of Arts (B.A.), Mathematics
The Blackstone Group December 2013 - Present
Morgan Stanley Investment Management April 2008 - November 2013
Goldman Sachs October 2000 - July 2006
Education
Stanford University Graduate School of Business 2006 — 2008
Master of Business Administration (MBA), Finance, General
Havard College 1996 — 2000
Bachelor of Arts (B.A.), Mathematics