Morgan Stanley Investment Management

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Morgan Stanley Investment Management Employees

Employee
Years
Job
Industry
Raymond Li Raymond Li San Francisco Bay Area Details
Raymond Li's Morgan Stanley Investment Management Experience March 2011 - June 2011
Job Technical Account Manager at Opera Mediaworks
Industry Marketing and Advertising
Experience
Opera Mediaworks  October 2014 - Present
Amnet Group U.S.- The Dentsu Aegis Network Trading Desk   March 2014 - October 2014
Twelvefold  2013 - 2014
American Reprographics Company  2012 - 2013
Morgan Stanley Investment Management   March 2011 - June 2011
Internal Revenue Service  2008 - 2010
Star Learning Center  June 2008 - May 2009

Skills
Salesforce.com, Microsoft Excel, Microsoft Word, Adobe Photoshop, Microsoft PowerPoint, Windows 7, Mac OS X, PowerPoint, OS X, Photoshop, Access, New Business Development, Sales Management, Customer Service, Outlook, Microsoft Office, Team Leadership, Sales, Analysis, Social Media, Advertising, Marketing, Social Networking, Account Management, Social Media Marketing, Market Research, Digital Marketing, Analytics, Online Advertising, Management, CRM, Digital Media

Education
University of California, Davis
Bachelor of Science (BS), Managerial Economics

Bernie Zaritzky Bernie Zaritzky Philadelphia, Pennsylvania Details
Bernie Zaritzky's Morgan Stanley Investment Management Experience November 2013 - Present
Job Finance Associate at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   November 2013 - Present
JPMorgan Chase  June 2011 - November 2013

Skills
Accounting, SAP GL, Microsoft Excel, Oracle General Ledger, Microsoft Office, Financial Analysis, Revenue Forecasting, Revenue Analysis, Forecasting, Budget Reconciliation, Financial Reporting, Lotus Notes, Team-oriented, Oral & Written..., Highly Dedicated, Organization, Cognos, Oracle Discoverer, Jasper Reports, Account Reconciliation, Finance

Education
University of Delaware - Lerner College of Business and Economics   2008 — 2011
B.S., Finance

Joe Salinardi Joe Salinardi Greater New York City Area Details
Joe Salinardi's Morgan Stanley Investment Management Experience June 2012 - August 2012
Job Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank  November 2014 - Present
Morgan Stanley Wealth Management  June 2013 - November 2014
Morgan Stanley Investment Management   June 2012 - August 2012

Skills
Finance, Accounting, Financial Analysis, Financial Modeling, Valuation, Financial Reporting, Investments, Financial Accounting, Microsoft Excel, Microsoft Office, PowerPoint, Leadership, Public Speaking, Social Media, Microsoft Word

Education
University of Florida - Warrington College of Business Administration   2009 — 2013
Summa Cum Laude

Boyd H. Anderson High School   2005 — 2009
International Baccalaureate Diploma

Tracy Schneider Tracy Schneider Greater Chicago Area Details
Tracy Schneider's Morgan Stanley Investment Management Experience November 2000 - June 2011
Job
Industry Financial Services
Experience
Chicago-Based Financial Services Firm   July 2011 - Present
Morgan Stanley Investment Management   November 2000 - June 2011
Van Kampen Funds  November 2000 - June 2010
ADP  March 1998 - November 2000
ARPAC  August 1995 - March 1998

Skills
Mutual Funds, Marketing Communications, Corporate Communications, Digital Marketing, Marketing Strategy, Marketing, Newsletters, Alternative Investments, Product Management, Series 7, Equities, Investments, Investment Management, Product Marketing, Cross-functional Team..., Fixed Income, Integrated Marketing, Asset Allocation, Series 63, Asset Management, Hedge Funds

Education
University of Illinois at Urbana-Champaign   1990 — 1994
BS

Joseph L. Zales Joseph L. Zales Notre Dame, Indiana Details
Joseph L. Zales's Morgan Stanley Investment Management Experience March 2013 - August 2013
Job Seventh Circuit Externship Brief Writer and Oralist at Notre Dame Law School
Industry Law Practice
Experience
Notre Dame Law School  August 2015 - Present
Notre Dame Law School  August 2013 - Present
King & Spalding  May 2015 - July 2015
St. Joseph County's Juvenile Justice Center - Public Defender's Office   January 2015 - May 2015
U.S. Securities and Exchange Commission   May 2014 - August 2014
Morgan Stanley Investment Management   March 2013 - August 2013
Morgan Stanley  June 2011 - March 2013
StreetWise Partners  January 2012 - June 2012
Villanova University  August 2007 - June 2011
Morgan Stanley  May 2010 - August 2010

Skills
Economics, Financial Markets, Legal Research, Legal Writing, Bloomberg, Derivatives, Westlaw, Lexis, Investment Management, Credit Derivatives, Financial Regulation, Fixed Income, Bloomberg Terminal, Trading, Series 7, White Collar Criminal..., Government, Public Policy, Securities Regulation

Education
University of Notre Dame Law School   2013 — 2016
Doctor of Law (JD)

Villanova University   2007 — 2011
BA, Political Science, Economics

Christian Brothers Academy   2003 — 2007
HS

Edward Scheingold Edward Scheingold United States Details
Edward Scheingold's Morgan Stanley Investment Management Experience October 2006 - Present
Job Senior Vice President at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   October 2006 - Present

Skills
Microsoft Office, Customer Service, Financial Analysis, Sales Management, Marketing, Portfolio Management

Education
University at Albany
Master of Business Administration (MBA), Accounting / Finance, 4.0

Sergio Rivera (sergioriveravazquez@gmail.com) Sergio Rivera (sergioriveravazquez@gmail.com) Houston, Texas Area Details
Sergio Rivera (sergioriveravazquez@gmail.com)'s Morgan Stanley Investment Management Experience 1997 - 2000
Job International Advisor at Miamibased Wealth Advisory Group
Industry Investment Management
Experience
Miami-based Private Equity and Wealth Advisory Group   July 2013 - Present
Rivera Capital Partners   February 2012 - Present
MARS Capital Group, S.A.   February 2011 - January 2012
Merrill Lynch Bank (Suisse)   November 2009 - April 2011
Bank Sarasin   January 2008 - May 2009
Julius Baer  November 2006 - November 2007
ING Investment Management  October 2003 - November 2006
Monte de la Republica   January 2001 - November 2003
Morgan Stanley Investment Management   1997 - 2000
Morgan Stanley  December 1995 - June 1997

Skills
Raising Venture Capital, Startup Consulting, Private Equity Funding, Private Banking, Wealth Management, Trading, Latin America, Mutual Funds, Due Diligence, Funding, Start-ups, Private Equity, Emerging Markets, Portfolio Management, Venture Capital, Asset Management, Alternative Assets, Equities, Asset Allocation, Investments, Management, Asset Managment, New Business Development, Investment Properties, Alternative Investments, Derivatives, Finance, Corporate Finance, Fixed Income, Negotiation, Economics, Financial Services, Hedge Funds, Investment Banking, Start-up

Education
Universidad Nacional Autonoma de Mexico   1980 — 1985
Law

Universite Sorbonne Paris IV   1983 — 1984
Diplome, Francais

United World College of the Atlantic   1978 — 1980
I.B., Economics, Politics, History

Jill Jensen, CIMA® Jill Jensen, CIMA® San Francisco Bay Area Details
Jill Jensen, CIMA®'s Morgan Stanley Investment Management Experience May 2007 - February 2008
Job Director at Credit Suisse
Industry Investment Management
Experience
Credit Suisse  October 2011 - Present
Hatteras Funds  January 2008 - August 2011
Morgan Stanley Investment Management   May 2007 - February 2008
Merrill Lynch Investment Managers  May 2000 - October 2006
WEBS - World Equity Benchmark Shares   March 1999 - May 2000
Robertson Stephens & Company  September 1995 - March 1999

Skills
Alternative Investments, Hedge Funds, Private Equity, Series 7, Asset Managment, Investment Advisory, Fund Of Funds, Managed Futures, Commodity, Private Equity Funding, Asset Allocation, Funding

Education
University of Colorado at Boulder
Bachelor of Science, Business Administration Marketing

Dan Phipps Dan Phipps Greater Boston Area Details
Dan Phipps's Morgan Stanley Investment Management Experience June 2006 - May 2007
Job Investment Operations Professional
Industry Investment Management
Experience
Self-employed Investment Operations Consultant   2013 - Present
F-Squared Investments  February 2013 - August 2013
Knott Asset Management (formerly Vedette Asset Management)   July 2009 - February 2013
Sonar Capital Management   April 2008 - February 2009
Morgan Stanley Investment Management   June 2006 - May 2007
Oxhead Capital Management LLC   June 2003 - May 2007
Putnam Investments  January 1997 - December 2002

Skills
Hedge Funds, Equities, Capital Markets, Bloomberg, Equity Trading, Alternative Investments, Trading Systems, GIPS, Electronic Trading, Separately Managed..., Buy-side, Prime Brokerage, Foreign Exchange, Investment Operations, Global Operations, International Equities, Advent Axys, APX, Excel, SEC compliance, Compliance, Acquisition Integration, Advent, Client Service, Best Execution, Vendor Management, Counterparty Risk

Education
The University of Connecticut
B.A.

Marian High School

Noah Zim Noah Zim United States Details
Noah Zim's Morgan Stanley Investment Management Experience July 2007 - July 2008
Job Co Founder at Zoku
Industry Computer Software
Experience
Zoku   February 2014 - Present
Manufacturers' Financial Strategies   September 2012 - February 2014
Wells Fargo Advisors, LLC  September 2008 - August 2012
Morgan Stanley Investment Management   July 2007 - July 2008

Skills
Go-to-market Strategy, Fundraising, Operations Management, Entrepreneurship, Start-ups

Education
University of California, Los Angeles   1985 — 1990
Bachelor of Arts (B.A.), Music Composition

Crystal Springs & Uplands   1978 — 1985

Peter Prunty Peter Prunty Greater New York City Area Details
Peter Prunty's Morgan Stanley Investment Management Experience March 2011 - September 2012
Job Head of Institutional Consulting at UBS Financial Services
Industry Investment Management
Experience
UBS Financial Services  September 2012 - Present
Morgan Stanley Investment Management   March 2011 - September 2012
Morgan Stanley Smith Barney  January 2000 - March 2011
web401k.com   January 1998 - December 1999
Cantor Fitzgerald  May 1996 - December 1997

Skills
Alternative Investments, Asset Managment, Defined Contribution, Due Diligence, ERISA, Financial Modeling, Financial Services, Institutional, Investment Management, Private Equity, Product Management, Retirement, Retirement Planning, Sales, Asset Management, Bloomberg, Business Development, Defined Benefit

Education
New York University - Leonard N. Stern School of Business   2005 — 2007
MBA, Finance

University of Notre Dame   1992 — 1996
BBA, Finance, Philosophy

Brian Buck Brian Buck Greater New York City Area Details
Brian Buck's Morgan Stanley Investment Management Experience July 2008 - Present
Job Vice President at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   July 2008 - Present

Education
University of Notre Dame   2004 — 2008
BA, Finance

Peter Graham Peter Graham Greater New York City Area Details
Peter Graham's Morgan Stanley Investment Management Experience April 2010 - May 2011
Job Wealth Management
Industry Financial Services
Experience
Navesink Wealth Management   March 2015 - Present
Darien Athletic Foundation, Inc   October 2012 - Present
CRT Capital Group  December 2012 - August 2014
TD Bank Group  May 2011 - November 2012
Morgan Stanley Investment Management   April 2010 - May 2011
UniCredit Markets & Investment Banking  July 2007 - March 2010
Prudential Financial  July 2003 - July 2007
Bank Julius Baer  April 1999 - July 2003
Credit Agricole  April 1998 - April 1999
Lehman Brothers  October 1992 - April 1998

Skills
Institutional Sales, Relationship Management, Foreign Exchange, Emerging Markets, Hedge Funds, FINRA, Treasury, High Frequency, Global Sales, Business Development, Managing Key Accounts, Alternative Investments, Asset Management, Bloomberg, Electronic Trading, Equities, FX Options, FX trading, Financial Markets, Fixed Income, High Frequency Trading, Trading, Capital Markets, Management, Financial Services, Investments, Portfolio Management

Education
University of Notre Dame   1985 — 1990
BA, Management

Steve Esser Steve Esser Villanova, Pennsylvania Details
Steve Esser's Morgan Stanley Investment Management Experience 1996 - 2004
Job Graduate Student in Philosophy University of Pennsylvania
Industry
Experience
University of Pennsylvania  2012 - Present
Permit Capital   2005 - 2012
Morgan Stanley Investment Management   1996 - 2004
Miller, Anderson & Sherrerd   1988 - 1996
Kidder Peabody  1985 - 1988

Education
University of Pennsylvania   2014 — 2019
Doctor of Philosophy (PhD), Philosophy

University of Pennsylvania   2012 — 2014
Master of Arts (M.A.), Philosophy

University of Delaware   1981 — 1985
Bachelor of Science (BS), Business/Managerial Economics

Jiaying Huang Jiaying Huang Davis, California Details
Jiaying Huang's Morgan Stanley Investment Management Experience July 2013 - August 2013
Job Business Analyst at Hyatt Corporate
Industry Public Policy
Experience
Hyatt Hotels Corporation  February 2015 - Present
MdotM  May 2014 - February 2015
UC Davis  August 2013 - September 2013
Morgan Stanley Investment Management   July 2013 - August 2013
UC Davis  June 2013 - August 2013
University of Illinois at Urbana-Champaign  July 2011 - August 2011

Education
University of California, Davis   2012 — 2014
Master's Degree, Statistics

University of California,Davis   2011 — 2012
MS, Agricultural and Resource Economics

Zhejiang University   2008 — 2012
Bachelor, Applied Biological Science

Zhejiang University   2009 — 2011
Special Program, Agricultural Economics, 3.8/4.0

University of Illinois at Urbana-Champaign

wenzhou middle school

Marjorie Bennett, CFA Marjorie Bennett, CFA San Francisco Bay Area Details
Marjorie Bennett, CFA's Morgan Stanley Investment Management Experience March 1994 - July 1997
Job Providing comprehensive financial management so that high net worth individuals never outlive their wealth
Industry Investment Management
Experience
Aegis Capital Management Inc.   December 1997 - Present
Morgan Stanley Investment Management   March 1994 - July 1997
Touche Ross & Co  December 1980 - April 1984

Skills
Investment Advisory, Retirement Planning, Financial Goals, Socially Responsible..., Financial Advisory, Securities, High Net Worth..., Wealth, Investments, Investment Management, Asset Allocation, Strategic Financial..., Asset Managment, Estate Planning, Portfolio Management, Financial Modeling, Wealth Management, Mutual Funds, Asset Management, Investment Strategies, Alternative Investments, Finance, Financial Planning

Education
University of California, Berkeley - Walter A. Haas School of Business   1985 — 1987
MBA, Business Administration and Management, General

University of Colorado Boulder - Leeds School of Business   1977 — 1980
BS Cum Laude, Accounting

Jim Flood Jim Flood Greater New York City Area Details
Jim Flood's Morgan Stanley Investment Management Experience 1998 - 2002
Job Financial Writer and Editor
Industry Writing and Editing
Experience
Purcell Communications   2007 - Present
Bloomberg  January 2011 - July 2013
NYConvergence.com   May 2010 - January 2011
Bloomberg Government  April 2010 - December 2010
The New York Times  April 2009 - September 2009
CUNY Graduate School of Journalism  2008 - 2009
Carpenter Group  2006 - 2008
Morgan Stanley  2005 - 2006
Merrill Lynch  2004 - 2005
Morgan Stanley Investment Management   1998 - 2002

Skills
Editing, Journalism, Multimedia, Editorial Project..., Editorial, Video, Content Management, Content Development, Copywriting, Social Media, Research, Corporate Communications, Newsletters, Copy Editing

Education
CUNY Graduate School of Journalism   2008 — 2009
M.A., Journalism

University of Notre Dame   1988 — 1992
B.A., English

Brian C. Moore Brian C. Moore Dayton, Ohio Area Details
Brian C. Moore's Morgan Stanley Investment Management Experience November 2003 - January 2006
Job Managing Partner MassMutual Financial Group / Ohio | Owner of both N. & S. Ohio Health & Wellness Benefits, LLC'S
Industry Financial Services
Experience
MassMutual Financial Group  January 2014 - Present
New York Life Insurance Company/ NYLIFE securities / MainStay Investment   January 2009 - November 2013
Morgan Stanley Investment Management   November 2003 - January 2006
5/3 Securities, Inc.   February 1999 - November 2003
Merrill Lynch  March 1997 - March 1999

Skills
Investments, Estate Planning, 401k, Strategic Financial..., Insurance, Life Insurance, Retirement, Series 7, Entrepreneurship, Management, Sales, Employee Benefits, Securities, Marketing, Small Business, Finance, Financial Services, Selling, Financial Advisory, B2B, Human Resources, Alternative Investments, Uniform Combined State..., Cold Calling, Financial Analysis, Term Life Insurance, Mortgage Lending, Account Management, Fixed Annuities, Retirement Planning, Mutual Funds, Wealth Management, Asset Allocation, Series 63, Portfolio Management, Disability Insurance, Personal Finance, Financial Planning

Education
University of Dayton   1994 — 1998
Bachelor's degree, Accounting and Finance / Economics

University of Dayton   1994 — 1998
Finance and Economics

Carson Collins Carson Collins San Francisco, California Details
Carson Collins's Morgan Stanley Investment Management Experience June 2001 - August 2001
Job
Industry Financial Services
Experience
GfK  June 2014 - Present
NMN Advisors, Inc.   October 2012 - June 2014
FTI Consulting  September 2008 - April 2011
Robeco Investment Management  2006 - 2008
Robeco Boston Partners   July 2004 - August 2006
Deutsche Bank  April 2004 - June 2004
Collins Morrow Insurance Co.   February 2004 - April 2004
Aspen Skiing Company  October 2002 - November 2003
Morgan Stanley Investment Management   June 2001 - August 2001
Taylor House Investment Management   June 1999 - September 2000

Skills
Client Service, Analysis, Account Management, New Business Development, Customer Relations, Consultative Selling, Research, Investor Relations, Investor Relations..., Client Service Oriented, Client Relations Skills, C-Level Presentations, Financial Services, Sustainable Energy, International Business, Start-ups

Education
University of Denver   1998 — 2002
•Bachelor of Science in Business Administration, Finance

University of Denver - Daniels College of Business   1998 — 2002
Bachelor of Business Administration (B.B.A.), Finance

Tony Janczak Tony Janczak Houston, Texas Area Details
Tony Janczak's Morgan Stanley Investment Management Experience March 1996 - March 1999
Job Account Director/Account Executive at IHS
Industry Oil & Energy
Experience
Platts  July 2012 - June 2013
Standard & Poor's   March 2011 - July 2012
Argus Media  September 2009 - March 2011
Standard & Poor's   July 2006 - September 2009
Platts  1999 - 2006
Morgan Stanley Investment Management   March 1996 - March 1999

Skills
New Business Development, Strategy, Business Development, Product Management, Contract Negotiation, Trading, Capital Markets, Risk Management, Energy, Account Management, Leadership, Management, Enterprise Software, Sales Operations, Sales Process

Education
University of Houston   1991 — 1996
BA, Finance

Kevin Pirozzoli Kevin Pirozzoli San Francisco Bay Area Details
Kevin Pirozzoli's Morgan Stanley Investment Management Experience August 2005 - March 2012
Job Director at Invesco Real Estate
Industry Commercial Real Estate
Experience
Invesco Real Estate  March 2012 - Present
Morgan Stanley Investment Management   August 2005 - March 2012
NAI BT Commercial  December 2003 - August 2005

Skills
Valuation, Real Estate Economics, Capital Markets, Real Estate, Commercial Real Estate, Leases, Market Analysis, Economics, Lease Negotiations, Investment Management, Landlords, Negotiation, Asset Management, Disposition, Real Estate Transactions, Investment Sales, Commercial Leasing

Education
University of California, Davis   1999 — 2003
BA, Economics

Dan Wachtel Dan Wachtel Greater Philadelphia Area Details
Dan Wachtel's Morgan Stanley Investment Management Experience February 2013 - November 2014
Job Merrill Lynch Wealth Management
Industry Investment Management
Experience
Merrill Lynch  March 2014 - Present
Harbour Capital Partners   November 2011 - Present
Morgan Stanley Investment Management   February 2013 - November 2014
GR&R Deep Value Fund   October 2008 - October 2009
Wynston Hill Capital, LLC   October 2008 - October 2009
Oppenheimer & Co. Inc.   November 2006 - August 2008
Bear Stearns Asset Management  August 2005 - January 2006

Skills
Investments, Equities, Portfolio Management, Asset Allocation, Finance, Private Equity, Hedge Funds, Mutual Funds, Financial Modeling, Risk Management, Start-ups, Value Investing, Sales, Venture Capital, Valuation, Asset Management, Investment Banking, Alternative Investments, Investment Strategies, Equity Research, Financial Analysis, Fixed Income, Retirement Planning, Strategic Financial..., Strategic Planning, Investment Management, Financial Planning, Financial Advisory, Funding

Education
University of Pennsylvania - The Wharton School   2015 — 2016
Wharton Executive Education (Expected), Wharton Executive Education

William Paterson University of New Jersey- Christos M. Cotsakos College of Business   2005 — 2008
Bachelor of Science (BS), Finance

Saint Augustine Prep   1998 — 2002

Aimee McBain Aimee McBain Greater New York City Area Details
Aimee McBain's Morgan Stanley Investment Management Experience May 2013 - February 2015
Job Executive Assistant to the President
Industry Computer Software
Experience
Infor  March 2015 - Present
Morgan Stanley Investment Management   May 2013 - February 2015
Barclays Capital  August 2011 - May 2013
TD Securities  July 2010 - August 2011
Donna Karan  January 2010 - July 2010
HSBC  August 2004 - October 2009
Deutsche Bank  March 2003 - August 2004
National Basketball Association  January 2001 - January 2002
Prudential Financial  1996 - 2000

Skills
Event Planning, Administrative..., Microsoft Excel, Outlook, Lotus Notes, Office Management, PowerPoint, Social Media, Event Management, Microsoft Office, Spreadsheets, Microsoft Word, Social Networking, Office Administration, Time Management, Data Entry, Human Resources, Access, Fashion, Facebook, Recruiting, Marketing, Administration, Budgets, Retail, Customer Service, Leadership, Social Media Marketing, Blogging, Research, Teamwork, Training, Public Speaking, Public Relations, Employee Relations, Process Scheduler, Editing, Creative Writing, Adobe Acrobat, Coordination, System Administration, Fundraising, Executive..., Confidentiality, Travel Arrangements, Management, PeopleSoft, Invoicing, Calendars, Interviews

Education
University of Kentucky   1993 — 1994
none

West Carrollton

Obediah Ben Samuel Obediah Ben Samuel New York, New York Details
Obediah Ben Samuel's Morgan Stanley Investment Management Experience May 2007 - August 2007
Job Assistant Vice PresidentAttorneyMUFG; Bank of TokyoMitsubishi UFJ (BTMU)
Industry Law Practice
Experience
MUFG; Bank of Tokyo-Mitsubishi UFJ (BTMU)   June 2015 - Present
Credit Suisse  May 2014 - May 2015
Morgan Stanley  January 2014 - May 2014
Nelson Levine de Luca & Hamilton  August 2013 - 2014
U.S. Bankruptcy Court Southern District of Florida   May 2012 - August 2012
Esemplia Emerging Markets: Legg Mason International Equities   March 2012 - May 2012
US Securities and Exchange Commission  May 2011 - August 2011
UBS Investment Bank  July 2009 - August 2010
IBM  June 2008 - July 2009
Morgan Stanley Investment Management   May 2007 - August 2007

Skills
Financial Modeling, Analysis, Research, Legal Writing, Mergers & Acquisitions, Legal Research, Litigation, Securities, Finance, Forecasting, Bankruptcy, Financial Analysis, Mergers, Unfair Competition, Insurance, Capital Markets, Corporate Law, Strategy, Regulatory Affairs

Education
University of Notre Dame Law School   2010 — 2013
J.D., Law

University of Miami   2004 — 2008
BBA, International Finance & Marketing/Pre-law

University of Miami - School of Business   2004 — 2008
BBA, International Finance/Marketing

Universidad del Sagrado Corazón   2006 — 2006
Finance

Abhijit Naik Abhijit Naik Greater New York City Area Details
Abhijit Naik's Morgan Stanley Investment Management Experience January 2012 - May 2013
Job Vice President at JPM Asset Management
Industry Investment Management
Experience
JPM Asset Management  March 2014 - Present
JPMorgan Chase  June 2013 - March 2014
Morgan Stanley Investment Management   January 2012 - May 2013
Morgan Stanley Investment Management   July 2008 - December 2011
Morgan Stanley Investment Management   December 2004 - June 2008
Nucleus Software Exports Limited  March 2003 - November 2004

Skills
Asset Management, Trading Systems, Equities, Sybase, SDLC, Electronic Trading, Fixed Income, Hedge Funds, Investment Banking, Derivatives, Investments, Business Analysis, Portfolio Management, Bloomberg, Capital Markets, Alternative Investments, Software Project..., Agile Methodologies, Risk Management, Securities, Trading, Financial Services, Management, Control-M, Autosys, SWIFT Messaging, Shell Scripting, Unix, SQL, Business Basic, Informix, People Management, Budgeting, Vendor Management, Change Management, Production Support, Corporate Actions, Cystal Reports

Education
University of Mumbai
Bachelor's of Engineering, Computer Engineering

Virginia Keehan, CFA Virginia Keehan, CFA New York, New York Details
Virginia Keehan, CFA's Morgan Stanley Investment Management Experience September 2008 - April 2012
Job Director, Risk Analytics & Research at Standard & Poor's
Industry Financial Services
Experience
Source Financial Advisors   April 2014 - October 2014
Morgan Stanley Investment Management   September 2008 - April 2012
Morgan Stanley Investment Management   February 2004 - September 2008
Quadra Capital Management   April 2002 - February 2004
Citigroup (formerly Smith Barney)   September 1997 - April 2002
People's United Bank  1993 - 1997
Oryx Energy Company  1990 - 1993

Skills
Fixed Income, Portfolio Management, Investment Management, Asset Allocation, Hedge Funds, Capital Markets, Asset Management, Investments, Trading, Mutual Funds, Strategic Financial..., Banking, Credit Analysis, Bonds, Alternative Investments, Business Relationship..., Manage Client..., Business Development, Business Strategy

Education
University of Notre Dame
Master of Business Administration (M.B.A.), Finance

University of Delaware
Bachelor of Science, Business Administration

forrest faro forrest faro Miami, Florida Details
forrest faro's Morgan Stanley Investment Management Experience January 2009 - Present
Job Vice PresidentNFLPA Financial Adviser at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   January 2009 - Present
UBS  June 2000 - January 2009

Skills
Investments, Financial Analysis, Corporate Finance, Private Equity, Due Diligence, Financial Modeling, Finance, Hedge Funds

Education
University of Florida   1996 — 2000
Bachelor of Arts (B.A.), Business

Vince Urso Vince Urso Greater New York City Area Details
Vince Urso's Morgan Stanley Investment Management Experience February 2010 - August 2010
Job Senior Consultant at ForwardThink Group
Industry Information Technology and Services
Experience
Perficient  May 2011 - Present
Headstrong  April 2009 - May 2011
Morgan Stanley Investment Management   February 2010 - August 2010
iX Partners  August 2004 - April 2009
Ark Asset Management  1989 - 2004
Fortex   1988 - 1989

Skills
Equities, Fixed Income, Financial Services, SDLC, Portfolio Management, Hedge Funds, Mergers & Acquisitions, Asset Management, Business Process, Vendor Management, Analysis, Management, Business Intelligence, Investment Banking, Investment Management, Investments, Trading Systems

Education
State University of New York at Buffalo   1985 — 1988
Computer Science, Computer Science

Kelly Cornell Kelly Cornell Des Plaines, Illinois Details
Kelly Cornell's Morgan Stanley Investment Management Experience 1991 - 2005
Job Lead CRM Business Analyst at US Foods
Industry Entertainment
Experience
US Foods  November 2013 - Present
McGraw-Hill  December 2005 - February 2013
Morgan Stanley / Van Kampen Investments   1991 - 2005
Morgan Stanley Investment Management   1991 - 2005
Van Kampen Investments  1991 - 1996

Skills
Business Analysis, Business Intelligence, Vendor Management, IT Strategy, Requirements Gathering, SDLC, Project Management, Software Project..., Unix, CRM, Visio, Process Improvement, Requirements Analysis, Software Development, SQL, Team Leadership, SharePoint, Management, Change Management, Program Management, Business Process..., Software Documentation, Databases

Education
University of Iowa - Henry B. Tippie College of Business   1985 — 1987
MBA, Finance

University of Iowa   1980 — 1984
BA, Music Education - French Horn

James Huang James Huang Greater Los Angeles Area Details
James Huang's Morgan Stanley Investment Management Experience June 1993 - May 1998
Job President/CEO BRC Advisors Inc.
Industry Real Estate
Experience
BRC Advisors  September 2003 - Present
Paladin Preferred Capital   March 2014 - Present
AREAA Global   September 2014 - Present
Bellaire REIT Advisors   2009 - Present
ICSC  2013 - 2015
Marcus & Millichap  August 1999 - August 2003
Secured California Investments   June 1998 - July 1999
Morgan Stanley Investment Management   June 1993 - May 1998

Skills
Property Management, Negotiation, Executive Management, Start-ups, Residential Homes, Real Estate Economics, Brokerage, Disposition, REO, Valuation, Investment Properties, Real Estate Transactions, Leases, Real Estate, Public Speaking, Tenant, Loans, Commercial Mortgages, Corporate Real Estate, Finance, Customer Service, Mortgage Lending, Bridge Loans, Asset Managment, Marketing, Landlords, Investments, Team Building, Short Sales, Contract Negotiation, Commercial Real Estate, Asset Management, Entrepreneurship, Real Estate Development, Location Intelligence, Business Development, Apartments, Real Estate Financing, Shopping Centers, Due Diligence, Sales, Marketing Strategy, Investors, Private Equity, Foreclosures, Landlord, Entitlements, Sellers, Real Estate Private..., Tenant Representation

Education
University of California, Los Angeles
Bachelor of Applied Science (BASc), Biochemistry

Bryan Hunt, CTP Bryan Hunt, CTP Atlanta, Georgia Details
Bryan Hunt, CTP's Morgan Stanley Investment Management Experience October 2007 - August 2011
Job Treasury Manager at Rollins, Inc.
Industry Consumer Services
Experience
Rollins, Inc.   August 2014 - Present
Rollins, Inc.   August 2011 - August 2014
Morgan Stanley Investment Management   October 2007 - August 2011
First Horizon  August 2006 - October 2007

Skills
Financial Analysis, Treasury Management, Banking, Cash Management, Financial Modeling, Forecasting, Credit, Financial Reporting, Strategic Financial..., Investments, Finance, Risk Management, Certified Treasury..., Accounting, Corporate Finance, Asset Managment, Cash Flow Forecasting, Valuation, Sarbanes-Oxley Act, Portfolio Management, Loans, Commercial Banking, Treasury, Asset Management

Education
University of West Georgia   2000 — 2005
BBA, Finance

University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Treasury Management Program

Charles (Chip) Oat, CFA Charles (Chip) Oat, CFA Washington, District Of Columbia Details
Charles (Chip) Oat, CFA's Morgan Stanley Investment Management Experience March 2007 - July 2008
Job Equity Portfolio Manager and Analyst; Consultant Investment Management Industry
Industry Investment Management
Experience
Tradition Capital Management, LLC   April 2014 - Present
Crow Point Partners, LLC   January 2011 - Present
The Seamen's Church Institute  September 2009 - January 2011
Haven Capital Management   July 2008 - March 2009
Morgan Stanley Investment Management   March 2007 - July 2008
Haven Capital Management   April 2005 - March 2007
Marque Millennium Capital Management   April 2001 - March 2005
First Hawaiian Bank/Bishop Street Capital Management   October 1998 - December 2000
SEI Investments  June 1990 - October 1998
Marine Midland Bank  December 1987 - January 1990

Skills
Dividends, Equity Valuation, Endowments, Bloomberg Terminal, Financial Statement..., Buy-side, Equity Portfolio..., Institutional..., Investment Manager..., Asset Class Risk and..., Relationship Management, Behavioral Finance, Benchmarks and..., Portfolio Management, Institutional..., Strategy, Performance Attribution, Asset, Finance, Value Investing, Financial Risk, Financial Services, Competitive Analysis, Institutional, Corporate Development, Risk Management, Fundamental Analysis, Financial Institutions, DCF, Financial Structuring, Start-ups, Financial Advisory, Venture Capital, Equities, Investments, Asset Management

Education
University of Pennsylvania - The Wharton School   1970 — 1974
Bachelor of Science, Economics, Accounting

Wilmington Friends School

Mike Henry Mike Henry Houston, Texas Details
Mike Henry's Morgan Stanley Investment Management Experience 2000 - 2000
Job Senior Oil Trader at Mercuria
Industry Oil & Energy
Experience
Mercuria Energy America, Inc  November 2013 - April 2015
Noble Americas Energy Solutions, LLC  October 2011 - November 2013
ConocoPhillips  July 2010 - September 2011
BP  2007 - June 2010
BP  June 2002 - 2006
Morgan Stanley Investment Management   2000 - 2000

Skills
Microsoft Office, Research, Public Speaking, Customer Service, Teaching, Strategic Planning, English, Inventory Management, Commodity Markets, Energy, Financial Analysis, Management, Business Strategy, Risk Management, Financial Modeling, Trading, Petroleum, Analysis

Education
University of Illinois at Urbana-Champaign   1998 — 2002
Bachelor's Degree, Accounting and Finance

Homewood-Flossmoor High School

Nicholas Pizzola Nicholas Pizzola New York, New York Details
Nicholas Pizzola's Morgan Stanley Investment Management Experience October 2014 - Present
Job Associate at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   October 2014 - Present
Morgan Stanley Investment Management   February 2011 - October 2014
BlackRock  July 2008 - March 2010
BlackRock  May 2007 - August 2007

Skills
Portfolio Management, Fixed Income, Bloomberg, Alternative Investments, Asset Allocation, Equities, Financial Analysis, Hedge Funds, Valuation, Financial Modeling, Due Diligence, Derivatives, Investments

Education
University of Dayton   2004 — 2008
Bachelor of Science (B.S.), Finance, Accounting

Brandon Mavleos Brandon Mavleos Greater New York City Area Details
Brandon Mavleos's Morgan Stanley Investment Management Experience December 2010 - January 2014
Job Strategy and Ops Lead at Talent Inc.
Industry Internet
Experience
Talent Inc.  February 2015 - Present
University of Cape Town  January 2014 - December 2014
Morgan Stanley Investment Management   December 2010 - January 2014
ICAP  August 2009 - November 2010

Skills
Fixed Income, Equity Derivatives, Series 7, Cash Management, Series 63, Management, Financial Analysis, Emerging Markets, Investments, Hedge Funds, Liquidity, Business Development, Trading, Equities, Separately Managed..., Brokerage, Options, Bloomberg, Analysis, Strategy, Finance, Money Market Funds, HTML, CSS, Market Research, Start-ups

Education
Villanova University   2006 — 2009
Bachelor of Science (BSc), Finance, Magna Cum Laude

University of Cape Town   2014 — 2015
Master of Business Administration (MBA), Strategy

Harborfields High School

Nina (Glinski) Maffey Nina (Glinski) Maffey Washington, District Of Columbia Details
Nina (Glinski) Maffey's Morgan Stanley Investment Management Experience June 2006 - November 2006
Job
Industry Writing and Editing
Experience
Bloomberg LP  June 2014 - June 2015
Forbes Middle East - Arab Publisher House   December 2012 - July 2013
Various  April 2012 - November 2012
Vitrue, Inc. (acquired by Oracle)   April 2011 - March 2012
Various International Clients   November 2009 - March 2011
CLSA  March 2007 - August 2008
Aveda  November 2006 - February 2007
Morgan Stanley Investment Management   June 2006 - November 2006

Skills
Journalism, Photography, Editing, Social Media, Marketing, Media Relations, Magazines, Facebook, Public Relations, Research, Copywriting, Blogging, Proofreading, Social Media Marketing, Editorial, Email Marketing, WordPress

Education
Columbia University - Graduate School of Journalism   2013 — 2014
Master of Science (M.S.)

University of Pennsylvania   2002 — 2006
BA

Linda Tarbet Linda Tarbet Chicago, Illinois Details
Linda Tarbet's Morgan Stanley Investment Management Experience November 2013 - May 2015
Job Wealth Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   November 2013 - May 2015
Morgan Stanley Investment Management   1996 - 2006

Skills
Asset Allocation, Mutual Funds, Investments, Wealth Management, Portfolio Management, Series 7, Financial Services, Retirement Planning

Education
University of Florida
Bachelor's Degree, Journalism

Neil J Patel, MHA, MBA, PMP® Neil J Patel, MHA, MBA, PMP® Houston, Texas Area Details
Neil J Patel, MHA, MBA, PMP®'s Morgan Stanley Investment Management Experience June 2006 - January 2010
Job Project Manager at Memorial Hermann Health System
Industry Hospital & Health Care
Experience
Memorial Hermann Health System  October 2013 - Present
Baylor College of Medicine  April 2012 - October 2013
RealEC Technologies  August 2011 - April 2012
Houston Methodist  May 2010 - December 2010
Morgan Stanley - Investment Management  June 2006 - January 2010
University of Houston  August 2005 - December 2005
Merrill Lynch - Private Banking and Investment Group  May 2005 - August 2005

Skills
Process Improvement, Data Analysis, Project Management, Visio, Business Analysis, Program Management, Analysis, Financial Analysis, Business Intelligence, Access, SAP, Management, Software Documentation, MS Project, Business Development, Vendor Management, Budgets, Healthcare, Change Management, Cross-functional Team..., Microsoft Excel, Business Process..., Leadership, Microsoft Office, Business Process, SDLC, Research, SharePoint, Risk Management, Supply Chain Management, Team Building, Team Leadership, Project Planning, Integration, Software Project..., Requirements Analysis, Strategic Planning, Six Sigma, Strategy, Quality Assurance, Training, CRM

Education
University of Houston-Clear Lake
Master of Healthcare Administration

University of Houston-Clear Lake
Master of Business Administration

University of Houston
B.B.A., Finance, Economics

Adrian Rodrigues Adrian Rodrigues Greater New York City Area Details
Adrian Rodrigues's Morgan Stanley Investment Management Experience July 2013 - Present
Job North America Sales and Distribution at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   July 2013 - Present
Morgan Stanley Wealth Management  June 2012 - July 2013
Morgan Stanley Wealth Management  June 2010 - June 2012
JP Morgan  June 2009 - August 2009
Goldman Sachs  June 2008 - August 2008

Education
Williams College
BA, English

Oxford University

Ted Theodore Ted Theodore Greater New York City Area Details
Ted Theodore's Morgan Stanley Investment Management Experience January 1980 - January 1985
Job Vice Chairman and Chief Investment Officer, TrimTabs Asset Management, Portfolio Manger TTFS and FCFI
Industry Financial Services
Experience
Quantitative Analysis Service, Inc.   January 2014 - July 2015
HorizonsAdvisory   October 2012 - December 2013
Avatar Associates  July 1996 - September 2012
Avatar Associates  1996 - 2011
Avatar Associates  February 1989 - March 2009
Prospect Advisors   May 1985 - February 1989
Morgan Stanley Investment Management   January 1980 - January 1985

Skills
Investments, Series 7, VBA, Asset Management, Portfolio Management, Finance, Alternative Investments, Asset Allocation, Hedge Funds, Investment Management, Trading Systems, ETFs, Capital Markets, Equities, Quantitative Analytics, Financial Markets, Investment Strategies, Fixed Income, Bloomberg, Mutual Funds, Trading, Emerging Markets, Equity Derivatives, Equity Research

Education
University of Michigan   1962 — 1963
MBA, Finance

University of Michigan   1958 — 1962
BA, Economics

Jennifer Ray Bertheussen-Chapman Jennifer Ray Bertheussen-Chapman Greater Minneapolis-St. Paul Area Details
Jennifer Ray Bertheussen-Chapman's Morgan Stanley Investment Management Experience 1996 - 2002
Job Founder, Jenco Financial Services 2003, Certified Financial Planner®, Certified Divorce Financial Analyst™
Industry Financial Services
Experience
Jenco Financial Services   February 2003 - Present
Morgan Stanley Investment Management   1996 - 2002

Skills
Strategic Financial..., Investment Advisory, Asset Allocation, Retirement Planning, Investment Strategies, Bonds, Wealth, Asset Managment, Finance, Mutual Funds, Equities, Fixed Annuities, Portfolio Management, Succession Planning, Securities, Asset Management, Wealth Management, Budgets, Investment Management, Long-term Care, Financial Advisory, Wealth Management..., IRAs, Personal Finance, Estate Planning, Insurance, Small Business, Series 7, Public Speaking, Retirement, Team Building, Financial Planners, Investments, Alternative Investments, Life Insurance, Personal Financial..., Financial Analysis, Fixed Income, Team Leadership, Uniform Combined State..., ETFs, Wealth Accumulation, Toastmasters, Series 63, Financial Planning, Volunteering, Financial Goals, 401k Rollovers, Nonprofits, College Savings Plans

Education
University of Minnesota-Twin Cities
Economics, Political Science, Philosophy

Dennis Shea Dennis Shea Greater New York City Area Details
Dennis Shea's Morgan Stanley Investment Management Experience 2006 - 2009
Job Investor
Industry Investment Management
Experience
Morgan Stanley Investment Management   2006 - 2009
Morgan Stanley  2000 - 2006
Morgan Stanley  1997 - 2000
Morgan Stanley  1985 - 1996
Mellon Bank  1980 - 1985

Skills
Bloomberg, Strategy, Equity Research, Fixed Income, Venture Capital, Corporate Finance, Investment Strategies, Economics, Equity Valuation, Credit, Trading, Investment Management, Mutual Funds, Derivatives, Mergers & Acquisitions, Securities, Management, Equities, Wealth Management, Alternative Investments, Business Strategy, Finance, Banking, Mergers, Emerging Markets, Hedge Funds, Bonds, Financial Markets, Investor Relations, Institutional..., Series 63, Investments, Options, IPO, Asset Managment, Financial Services, Financial Structuring, Capital Markets, Valuation, Financial Modeling, Private Equity, Asset Management, Investment Banking, Portfolio Management

Education
University of Notre Dame   1978 — 1980
MBA, Finance

Villanova University   1971 — 1975
BA, History

Carolyn Maxson Carolyn Maxson Greater New York City Area Details
Carolyn Maxson's Morgan Stanley Investment Management Experience October 2009 - Present
Job Vice President, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management   October 2009 - Present
OppenheimerFunds  March 2005 - January 2009
OppenheimerFunds  March 2001 - February 2005
AXA Advisors  1999 - 2001
Merrill Lynch  1996 - 1999

Skills
Product Marketing, Marketing Strategy, Email Marketing, Program Management, Investments, Marketing, Sales, Project Management, Integrated Marketing, Product Development, Portfolio Management, Mutual Funds

Education
University of Delaware
BS, Business Administration: Concentration in Marketing

Daniel Sweet Jr Daniel Sweet Jr Greater New York City Area Details
Daniel Sweet Jr's Morgan Stanley Investment Management Experience 2000 - August 2010
Job Electronic Trading Professional at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP  April 2011 - Present
Morgan Stanley Investment Management   2000 - August 2010
Dean Witter Intercapital  1997 - 2000

Skills
Equities, Bloomberg, Series 7, Trading, Electronic Trading, Hedge Funds, Strategic Partnerships, Portfolio Management, Securities, Asset Management, Equity Trading, Business Development, Manage Client..., Risk Management, Derivatives

Education
University of Notre Dame   1992 — 1996
BA, Finance

Bergen Catholic

Alissa Dumsch Alissa Dumsch Greater New York City Area Details
Alissa Dumsch's Morgan Stanley Investment Management Experience January 2012 - Present
Job Morgan Stanley Investment Management Intermediary Channel Marketing
Industry Financial Services
Experience
Morgan Stanley Investment Management   January 2012 - Present
Co-op Board   January 2007 - January 2010
Morgan Stanley  March 2005 - June 2009
AllianceBernstein  July 2002 - March 2005
Abercrombie & Fitch  May 2001 - December 2001

Skills
Program Management, Marketing, Investments, Management, Business Development, Asset Managment, Fixed Income, Proposal Writing, Hedge Funds, Investment Management, Alternative Investments, Asset Management, Mutual Funds, Capital Markets, Asset Allocation

Education
Wellesley College   1997 — 2001
B.A., English, Art History

University of Oxford
English Language and Literature, General

Maxwell Rectenwald Maxwell Rectenwald Miami/Fort Lauderdale Area Details
Maxwell Rectenwald's Morgan Stanley Investment Management Experience April 2012 - May 2012
Job Incoming Corporate and Investment Banking Analyst at Citi
Industry Banking
Experience
Citi  2015 - Present
Citi  June 2015 - August 2015
Brightscape Investment Center   September 2014 - December 2014
Spartan Chemical Company  May 2013 - August 2013
Morgan Stanley Investment Management   April 2012 - May 2012

Skills
Financial Analysis, Finance, Business Strategy, Communication, Microsoft Excel, Problem Solving, Online Research, Risk Management, Financial Accounting, Valuation Modeling, Corporate Finance, Investment Research

Education
University of Miami   2012 — 2016
BBA, Accounting and Finance, Junior

St. John's Jesuit High School   2006 — 2012
High School Diploma

Emmy Rollison Emmy Rollison Alexandria, Virginia Details
Emmy Rollison's Morgan Stanley Investment Management Experience December 2007 - December 2008
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  September 2013 - Present
ING Investment Management  April 2012 - November 2012
SunTrust Robinson Humphrey  August 2011 - April 2012
JP Morgan  April 2009 - May 2011
Morgan Stanley Investment Management   December 2007 - December 2008
Morgan Stanley Investment Management   November 2005 - December 2007
Vanguard  April 2005 - November 2005
Vanguard  September 2004 - April 2005
Vanguard  January 2004 - September 2004

Skills
Derivatives, Fixed Income, Equities, Trading, Investment Banking, Securities, Bloomberg, Hedge Funds, Series 99, Asset Managment, Middle Office, Mutual Funds, Valuation, Series 63

Education
University of Nebraska-Lincoln   1998 — 2003
BS, Business Administration

Nancy McElroy Nancy McElroy Kansas City, Missouri Area Details
Nancy McElroy's Morgan Stanley Investment Management Experience December 2002 - September 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  September 2010 - Present
Morgan Stanley Investment Management   December 2002 - September 2010
Bank of America Investments  March 1992 - December 2002

Skills
Investments, Finance, Financial Advisory, Retirement, Bonds, Fixed Annuities, Fixed Income, Equities

Education
University of Missouri-Saint Louis   1984 — 1989
Bachelor's, Business-Finance

University of Florida   1979 — 1983
Journalism

Erica Fridlin Erica Fridlin Greater St. Louis Area Details
Erica Fridlin's Morgan Stanley Investment Management Experience April 2007 - March 2008
Job
Industry Telecommunications
Experience
AT&T  December 2013 - Present
AT&T  October 2012 - November 2013
AT&T  July 2012 - October 2012
AT&T  July 2011 - July 2012
Boeing  September 2010 - June 2011
Boeing  March 2008 - September 2010
Morgan Stanley Investment Management   April 2007 - March 2008

Skills
Contract Negotiation, Procurement, Requirements Analysis, Process Improvement, Vendor Management, Event Management, Account Management, Supplier Management, Business Analysis, Project Management, Sales Operations, Strategic Planning, Project Planning, Team Leadership, Training, Proposal Writing, Program Management, Sales, Analysis, Inventory Management, Operations Management, Change Management, New Business Development, Forecasting, Cross-functional Team..., Supply Management, Management, Microsoft Office, Integration, Marketing, Leadership Development, Leadership, Competitive Analysis, Budgets, Data Analysis, Product Management, Telecommunications, Business Development, Team Building, Strategy, Market Research, Business Strategy, CRM

Education
Washington University in St. Louis - Olin Business School   2008 — 2011
MBA

University of Missouri-Columbia, College of Business   2003 — 2007
BSBA

Lafayette   1999 — 2003

Ed Vamprine,CFP Ed Vamprine,CFP Greater New Orleans Area Details
Ed Vamprine,CFP's Morgan Stanley Investment Management Experience April 1994 - October 2009
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  October 2009 - Present
Morgan Stanley Investment Management   April 1994 - October 2009

Skills
Series 7, Retirement Planning, Investment Advisory, Investments, Wealth Management, Series 63, Series 65, Asset Management, Portfolio Management, Asset Allocation, Investment Strategies, Uniform Combined State..., Separately Managed..., Mutual Funds, Alternative Investments

Education
University of Louisiana at Lafayette   1975 — 1979
BS, Finance

Chalmette High School

Jessica Kartzinel, CIMA Jessica Kartzinel, CIMA Las Vegas, Nevada Area Details
Jessica Kartzinel, CIMA's Morgan Stanley Investment Management Experience June 1994 - December 2008
Job The DominguezKartzinel Group at UBS
Industry Investment Management
Experience
UBS Financial Services  The Dominguez-Kartzinel GroupUBSDecember 2008 - Present
Morgan Stanley Investment Management   June 1994 - December 2008

Education
University of California, Santa Barbara   1990 — 1994

Valley High School   1986 — 1990

Jeffrey Hoskins Jeffrey Hoskins Cincinnati Area Details
Jeffrey Hoskins's Morgan Stanley Investment Management Experience 2006 - 2007
Job Student at University of Cincinnati
Industry Research
Experience
Hyrdra Properties, LLC   2007 - 2008
Morgan Stanley Investment Management   2006 - 2007
Masterton & Wright   2005 - 2006
Colorado State Senate  2004 - 2005
U.S. Peace Corps   2003 - 2004

Education
University of Cincinnati   2009 — 2011
B.A., Economics

University of Colorado Boulder   1998 — 2002
B.A., Molecular Biology and English Literature

Jaime Elizabeth Saul Jaime Elizabeth Saul United States Details
Jaime Elizabeth Saul's Morgan Stanley Investment Management Experience January 2000 - July 2003
Job Director at MFS Investment Management at MFS Investment Management
Industry Investment Management
Experience
MFS Investment Management  November 2011 - Present
Nuveen Investments  October 2003 - October 2011
Nuveen Investments  September 2003 - September 2006
Morgan Stanley Investment Management   January 2000 - July 2003

Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop

Education
University of Notre Dame   1995 — 1999
Bachelor of Arts (B.A.), Program of Liberal Studies

Villa Park

Faye Angelo Faye Angelo Greater New York City Area Details
Faye Angelo's Morgan Stanley Investment Management Experience May 2014 - Present
Job Investor Services Associate, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management   May 2014 - Present
Canyon Partners, LLC  June 2010 - May 2014
Century Center for Economic Opportunity, YouthBuild   August 2009 - June 2010
The Aspen Institute  January 2009 - April 2009
San Diego Museum of Art  June 2008 - September 2008
Citi Smith Barney  February 2008 - June 2008
3J Development, LLC   January 2007 - July 2007

Skills
Microsoft Excel, Research, Nonprofits, Fundraising, Accounting, Hedge Funds, Data Analysis, Public Speaking, Leadership, Project Management, Finance, Customer Service

Education
University of California, San Diego   2005 — 2009
Bachelor of Arts, Economics

Matt Keenum Matt Keenum San Francisco Bay Area Details
Matt Keenum's Morgan Stanley Investment Management Experience June 2008 - August 2008
Job Director of Business Development at Retirement Management Systems
Industry Investment Management
Experience
Retirement Management Systems   March 2011 - Present
KDT & Company   January 2010 - August 2015
Wells Fargo  June 2009 - January 2010
Morgan Stanley Investment Management   June 2008 - August 2008

Skills
Alternative Investments, Investments, Asset Allocation

Education
University of Michigan   2005 — 2009
BA, Business

University of Michigan - Stephen M. Ross School of Business   2005 — 2009
Bachelor of Business Administration, Finance

Tiffany Torrence Tiffany Torrence Greater New York City Area Details
Tiffany Torrence's Morgan Stanley Investment Management Experience September 2006 - February 2008
Job AML | PROJECT MANAGEMENT | DUE DILIGENCE | KYC
Industry Financial Services
Experience
Crowe Horwath LLP  November 2014 - Present
BSA AML   May 2013 - Present
Commerzbank AG  January 2014 - October 2014
JP Morgan  August 2013 - December 2013
BNY Mellon  June 2013 - August 2013
Wells Fargo  January 2010 - January 2011
Morgan Stanley Investment Management   September 2006 - February 2008
Philadelphia Stock Exchange  March 2001 - July 2003
Philadelphia Stock Exchange  March 2000 - March 2001

Skills
Investigation, AML, KYC, OFAC, FinCEN, PEP, Operational Due..., Due Diligence, Bank Secrecy Act, USA PATRIOT Act, Anti Money Laundering, Banking, Financial Risk, Internal Audit, Regulations, Securities, Financial Services, Finance, Risk Management

Education
University of Maryland University College   2003 — 2006
Master's of Science, Management/ Financial Management, B-

University of Maryland Eastern Shore   1995 — 1999
Bachelor's degree, Business Administration and Management, General, B-

Alex Grendi Alex Grendi New York, New York Details
Alex Grendi's Morgan Stanley Investment Management Experience January 2008 - July 2008
Job Founder & CEO
Industry Sports
Experience
AX Soccer Tours   August 2011 - Present
Wilmington Hammerheads FC   April 2011 - June 2011
Columbus Crew SC  January 2009 - March 2010
Morgan Stanley Investment Management   January 2008 - July 2008

Education
University of Pennsylvania   2005 — 2009
Bachelor of Arts, PPE

David Cheng David Cheng Chicago, Illinois Details
David Cheng's Morgan Stanley Investment Management Experience 1999 - 2000
Job Portfolio Manager at UBS Global Asset Management
Industry Investment Management
Experience
UBS Global Asset Management  2014 - Present
Hewlett-Packard  2010 - 2014
Megapolitan Investment Group   2009 - 2010
Western Asset Management  2001 - 2009
ShockMarket   2000 - 2001
Morgan Stanley Investment Management   1999 - 2000

Education
University of Pennsylvania   1995 — 1999
BSE, BAS, Finance, Electrical Engineering

Robert Garr Schwartz Robert Garr Schwartz Greater Nashville Area Details
Robert Garr Schwartz's Morgan Stanley Investment Management Experience 1993 - 1994
Job Founder at Garr's Bev Co.
Industry Financial Services
Experience
Garr's Bev Co.   July 2015 - Present
Tennessee Brew Works   January 2011 - July 2015
Northwestern Mutual  May 2009 - December 2010
US Trust  June 2005 - March 2009
Lehman Brothers  1997 - 2005
Credit Suisse First Boston  1994 - 1997
Morgan Stanley Investment Management   1993 - 1994

Education
University of Notre Dame   1988 — 1992
BBA, Finance

Charles R. Dunn Charles R. Dunn Tucson, Arizona Area Details
Charles R. Dunn's Morgan Stanley Investment Management Experience June 1992 - June 2000
Job Investment Advisor, Insurance for Business Owners, Estate Planning, Personal Finance
Industry Financial Services
Experience
Charles R. Dunn Investment Advisors   November 2010 - Present
Royal Bank of Canada  June 2000 - November 2010
Morgan Stanley Investment Management   June 1992 - June 2000

Skills
Investments, Investment Strategies, Wealth Management, Alternative Investments, Retirement, Financial Analysis, Portfolio Management, Estate Planning, Insurance Planning, Financial Planning, Retirement Planning, Securities, Asset Allocation, Investment Management, Asset Managment, Financial Advisory, Small Business

Education
University of Notre Dame   1975 — 1979
Bachelor's Degree, Bachelor of Arts in Finance

Brophy

Kellian E Kennedy Kellian E Kennedy Baltimore, Maryland Area Details
Kellian E Kennedy's Morgan Stanley Investment Management Experience October 2014 - Present
Job Operations Specialist at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   October 2014 - Present
Morgan Stanley  November 2012 - Present
Greater Baltimore Swim Club   August 2009 - August 2013
AXA Equitable  February 2012 - October 2012
Archdiocese of Baltimore  August 2008 - August 2011

Skills
Teaching, Non-profits, Public Speaking, Financial Planning, Investments, Insurance Planning, Private Banking, Analysis, Budgets, Nonprofits, Banking, Strategic Financial..., Financial Planners, Social Media, Curriculum Design, Financial Analysis

Education
University of Maryland Baltimore County   2009 — 2012
History, MA

University of Maryland College Park   2005 — 2007
BA, History/Education

Mount de Sales Academy for Girls   2000 — 2004

Kenneth Holley Kenneth Holley Atlanta, Georgia Details
Kenneth Holley's Morgan Stanley Investment Management Experience June 1993 - January 2002
Job Chief Investment Officer at Herndon Capital Management, LLC
Industry Investment Management
Experience
Herndon Capital Management, LLC  January 2002 - Present
Morgan Stanley Investment Management   June 1993 - January 2002
The African Development Bank   November 1990 - June 1993
Salomon Brothers  July 1987 - May 1989
IBM  July 1982 - August 1985

Education
University of Pennsylvania - The Wharton School   1985 — 1987
Master of Business Administration (MBA), International Finance

The University of Pennsylvania   1978 — 1982
Bachelor's degree, Civil & Urban Engineering

Brian Drake Brian Drake Bedminster, New Jersey Details
Brian Drake's Morgan Stanley Investment Management Experience August 2002 - May 2005
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS Financial Services Inc  April 2010 - Present
Morgan Stanley Smith Barney  May 2005 - March 2010
Morgan Stanley Investment Management   August 2002 - May 2005

Education
University of Pennsylvania   1998 — 2002
BA, Philosophy, Politics, Economics

Sheila Funaro Sheila Funaro Greater New York City Area Details
Sheila Funaro's Morgan Stanley Investment Management Experience November 2004 - April 2006
Job Payroll Manager at Sesame Workshop
Industry Media Production
Experience
Sesame Workshop  March 2015 - Present
Sesame Workshop  March 2012 - Present
Mt. Sinai School of Medicine  September 2011 - March 2012
Gateway Health Plan  June 2010 - February 2011
Clifford Chance US LLP  April 2006 - February 2010
Morgan Stanley Investment Management   November 2004 - April 2006
New Line Cinema  May 2004 - November 2004

Skills
Human Resources, Employee Relations, Microsoft Excel, Payroll, HRIS, Customer Service, PeopleSoft, Employee Benefits, Outlook, Microsoft Office, Time Management, ADP Payroll, Microsoft Word, Multi-state Payroll..., PowerPoint, Wage Garnishments, Manual Checks, Time & Attendance, ADP HRB

Education
SUNY Albany   2001 — 2002
Bachelor of Arts (B.A.), Rhetoric & Communication

Orange County Community College   1999 — 2000
Associate of Arts (A.A.), Liberal Arts and Sciences, General Studies and Humanities

Kat Parker Kat Parker Brooklyn, New York Details
Kat Parker's Morgan Stanley Investment Management Experience December 2004 - May 2009
Job Manager at The Defibulators (band)
Industry Music
Experience
The Defibulators (band)   October 2012 - Present
Scratch Music Group  January 2010 - December 2011
Shine - Creative Retouching Studio   May 2009 - November 2009
Morgan Stanley Investment Management   December 2004 - May 2009
Arts Engine, Inc.   September 2003 - December 2004

Education
University of Minnesota-Twin Cities   2000 — 2003
American Studies, Dance, Studio Art

Jason Mann Jason Mann Greater New York City Area Details
Jason Mann's Morgan Stanley Investment Management Experience June 2002 - January 2005
Job Director at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  February 2008 - Present
Goldman Sachs Asset Management  January 2005 - February 2008
Morgan Stanley Investment Management   June 2002 - January 2005
Deloitte  May 2000 - June 2002

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

University of Arizona   1992 — 1996

Gregory Marcus, CFP® Gregory Marcus, CFP® Washington D.C. Metro Area Details
Gregory Marcus, CFP®'s Morgan Stanley Investment Management Experience January 2002 - December 2008
Job Senior Vice President Investments
Industry Banking
Experience
UBS Financial Services, Inc. - Private Wealth Management   January 2009 - Present
Morgan Stanley Investment Management   January 2002 - December 2008

Education
University of Michigan   1988 — 1991
BA

University of Maryland - Robert H. Smith School of Business
MBA, Finance

Natalia Kermode Natalia Kermode San Francisco, California Details
Natalia Kermode's Morgan Stanley Investment Management Experience June 2008 - April 2009
Job Head of Enterprise Sales, North America at Kaltura
Industry Internet
Experience
Kaltura  August 2014 - Present
Planned Parenthood Northern California  December 2008 - June 2015
Kaltura  February 2013 - August 2014
Kaltura  May 2011 - February 2013
Kaltura  May 2010 - May 2011
Fliqz, Inc.   June 2009 - May 2010
Morgan Stanley Investment Management   June 2008 - April 2009
Planned Parenthood Federation of America  January 2007 - June 2008
The New York Times  May 2006 - January 2007
Consumer Financial Service Corporation  September 2004 - May 2006

Skills
Salesforce.com, HTML, Web Services, API, Microsoft Office, CMS, SaaS, Enterprise Software, Direct Sales, International Sales, Digital Strategy, Digital Media, Solution Selling, Start-ups, Marketing, Strategic Partnerships, Strategy, Business Development

Education
University of California, Berkeley   2002 — 2006
B.A., Mass Communications and Social Welfare

Miramonte High School   1999 — 2002

Kenneth DeMarco Kenneth DeMarco Greater Chicago Area Details
Kenneth DeMarco's Morgan Stanley Investment Management Experience 1997 - Present
Job Vice President Business Development Manager at Invesco, Ltd
Industry Financial Services
Experience
Invesco Ltd.  April 1997 - Present
Morgan Stanley Investment Management   1997 - Present
Van Kampen Investments  April 1997 - May 2010
Heritage Bank  March 1996 - April 1997

Education
University of Illinois at Urbana-Champaign   1983 — 1988
BS, Economics, Anthropology

Annette Gaston Annette Gaston Paradise Valley, Arizona Details
Annette Gaston's Morgan Stanley Investment Management Experience October 2012 - Present
Job Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley Investment Management   October 2012 - Present
Robert W. Baird & Co.   August 2011 - August 2012

Skills
Alternative Investments, Mutual Funds, Asset Allocation, Series 7, Investments, Strategic Financial..., Money Management, Portfolio Management, Banking, Credit, ETFs, Financial Analysis, Financial Services, Financial Planning, Investment Strategies, Retirement Planning, Risk Management, Series 63, Uniform Combined State..., Wealth Management

Education
University of Arizona

Ian Gilbertson Ian Gilbertson New York, New York Details
Ian Gilbertson's Morgan Stanley Investment Management Experience July 2008 - May 2010
Job Leveraged Loans
Industry Financial Services
Experience
Invesco Ltd.  June 2010 - Present
Morgan Stanley Investment Management   July 2008 - May 2010
Fidelity Investments  2006 - 2007

Education
University of Michigan - Stephen M. Ross School of Business   2004 — 2008
BBA, Finance and Accounting

Ariel Pérez Ariel Pérez Greater New York City Area Details
Ariel Pérez's Morgan Stanley Investment Management Experience August 2000 - February 2002
Job Senior Software Engineer at Birchbox
Industry Computer Software
Experience
Birchbox  February 2013 - Present
Cultural Explosion, Inc.   July 2004 - Present
J.P. Morgan   January 2010 - February 2013
Cultural Explosion   2003 - 2013
J.P. Morgan   August 2004 - December 2009
Diving Tank Studios, LLC   August 2003 - August 2004
University of Pennsylvania - Makuu: Black Cultural Center   April 2002 - June 2004
Morgan Stanley Investment Management   August 2000 - February 2002

Skills
Project Management, Java, Scrum, Management, Enterprise Architecture, Cross-functional Team..., Sybase, Business Analysis, Web Applications, Leadership, Offshore Management, Software Development, SDLC, Agile Project Management, Systems Analysis, JavaScript, Agile Methodologies, Integration, C++, Java Enterprise Edition, Team Management, Quality Assurance, DHTML, Energetic team player, Negotiation, SQL, Process Engineering, Architectural Design, Communication, WebSphere MQ, MySQL, Ruby on Rails, E-commerce, Debian, Service Oriented..., PHP, Magento, Heroku, Social Media, Microsoft Office, Software Engineering, Web Development, Requirements Analysis, Public Speaking, Software Design, Program Management

Education
University of Pennsylvania   2000 — 2004
Computer and Cognitive Science; Economics

Regis High School   1996 — 2000
Diploma, General Studies

Marc Baril Marc Baril Montreal, Canada Area Details
Marc Baril's Morgan Stanley Investment Management Experience August 2015 - Present
Job
Industry Computer Software
Experience
Morgan Stanley Investment Management   August 2015 - Present
Yellow Pages Group  January 2009 - August 2015
Loto-Québec  December 2012 - March 2013
Ville de Richelieu (volley-ball de plage)   2008 - 2010
Aviva  July 2008 - January 2009
Reader's Digest  April 2007 - June 2008
PSP Investments  January 2007 - March 2008
Bell Canada  October 2005 - January 2007
Ceridian  October 2004 - January 2006
Trisotech  November 2002 - January 2006

Skills
PL/SQL, SQL Server, Crystal Reports, ERP, SQL, Visual Basic, ETL, SSRS, Databases, SSIS, Oracle SQL, Access, Software Development, T-SQL, Unix, Microsoft SQL Server, Oracle, Requirements Analysis, Business Analysis, Web Services, ASP.NET, WCF, Stored Procedures, COBOL, Visual Studio, C#, Requirements Gathering, .NET, XML, UML, Data Modeling, Datastage, Shell Scripting, Systems Analysis, TFS, Web Applications, SharePoint, Scrum, Software Project..., Agile Methodologies, Business Objects, DB2, SOA, Data Warehousing, Business Intelligence, VB.NET, Database Design, SDLC, Visio, ASP

Education
Université Laval   1992 — 1995
bac, info math

Cégep de Trois-Rivières   1981 — 1984
DEC, Sciences Pures

école de Gentilly   1970 — 1976
primary, primary

Polyvalente St-Pierre

Polyvalente St-Pierre

Polyvalente St-Pierre

Polyvalente St-Pierre

Polyvalente St-Pierre

Brian Sokol Brian Sokol Greater Chicago Area Details
Brian Sokol's Morgan Stanley Investment Management Experience June 1995 - March 2005
Job Team Lead at Invesco
Industry Investment Management
Experience
Invesco  August 2011 - Present
VHT  November 2008 - August 2011
Vance Publishing  March 2005 - October 2008
Morgan Stanley Investment Management   June 1995 - March 2005

Skills
Software Development, Management, C#, Web Development, Project Management, Web Design, User Interface Design, Software Design, Infrastructure..., Database Design, Database Administration, IT Strategy, Integration, SDLC, Agile Methodologies, SOA, Visio, SEO, ASP.NET, E-commerce, XML, Strategy, Architecture, Microsoft SQL Server, Web Applications, Business Intelligence, .NET, Software Documentation, Architectures, SQL, SharePoint

Education
University of Illinois   1988 — 1993
Bachelor of Science, Biomedical Engineering

Matthew Spagnolo Matthew Spagnolo Greater Philadelphia Area Details
Matthew Spagnolo's Morgan Stanley Investment Management Experience June 1998 - August 2002
Job Vice President at Wilmington Trust Company
Industry Financial Services
Experience
Wilmington Trust  Vice presidentWilmington trust CompanySeptember 2002 - Present
Morgan Stanley Investment Management   June 1998 - August 2002

Education
University of Delaware   1992 — 1996

Sofia Trojanowski Sofia Trojanowski Miami, Florida Details
Sofia Trojanowski's Morgan Stanley Investment Management Experience June 2011 - April 2014
Job Client/Investment Advisory Services
Industry Financial Services
Experience
Morgan Stanley Investment Management   June 2011 - April 2014
Morgan Stanley Smith Barney  June 2009 - January 2011
Citi Smith Barney  April 2007 - June 2009
Deutsche Bank Securities  May 2006 - April 2007
Citi Smith Barney/Citigroup Global Markets   March 2005 - April 2006
Morgan Stanley  February 2004 - March 2005

Skills
Bloomberg, Fixed Income, Equities, Investment Management, Portfolio Management, Offshore Funds, Mutual Funds, Money Market Funds, Investment Advisory, Series 63, Wealth Management..., Asset Allocation, Financial Analysis, Equity Derivatives, Capital Markets, Financial Structuring, Finance, Derivatives, Series 7, Financial Modeling, Fund Of Funds, Investment Banking, Investments, Options, Client Services, Hedge Funds, Structured Products, Wealth Management, Emerging Markets, Private Banking, Alternative Investments

Education
University of Florida   2001 — 2003
Master's, French and Linguistics TESL

University of Florida   1997 — 2001
B.A., French, minor in Anthropology

Tom Archey Tom Archey Greater Philadelphia Area Details
Tom Archey's Morgan Stanley Investment Management Experience July 1999 - Present
Job Executive Director, Morgan Stanley AIP
Industry Investment Management
Experience
Morgan Stanley Investment Management   July 1999 - Present
Interval International / CCSI   May 1996 - June 1999
Lehman Brothers  October 1992 - April 1996
Morgan Stanley and Co., Inc.   August 1990 - October 1992

Education
University of North Carolina at Chapel Hill   1986 — 1990
BS, Business Administration

RHS

Iris Y. Sun, CPA Iris Y. Sun, CPA Tampa/St. Petersburg, Florida Area Details
Iris Y. Sun, CPA's Morgan Stanley Investment Management Experience September 2003 - December 2003
Job Financial Reporting Analyst at Citi
Industry Banking
Experience
Citi  June 2014 - Present
M&T Bank  December 2012 - June 2014
BNY Mellon  September 2010 - September 2012
Gunnip & Company  June 2005 - November 2007
Morgan Stanley Investment Management   September 2003 - December 2003

Skills
Financial Statements, Accounting, Account Reconciliation, GAAP, Internal Controls, Financial Analysis, Finance, Tax, Financial Reporting, SAS, SPSS, SQL

Education
University of Delaware
Master of Science (MS), Accounting

University of Delaware
Master of Public Administration (MPA)

Nan Kai University
Bachelor's degree

Dale Line Dale Line New York, New York Details
Dale Line's Morgan Stanley Investment Management Experience September 2014 - Present
Job Digital Content Strategy at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   September 2014 - Present
TIAA-CREF  November 2013 - September 2014
Sentinel Investments  July 2008 - October 2013
RiverSource Investments  May 2006 - July 2008
RiverSource Investments  August 2001 - May 2006
Aveus  March 2000 - March 2001
PRI Public Radio International  April 1999 - March 2000
Star Tribune  April 1993 - April 1999

Skills
Asset Management, Interactive Marketing, Marketing Strategy, Social Media, Direct Marketing, Marketing Communications, Online Marketing, Budgeting, Public Relations, Email Marketing, Integrated Marketing, Mutual Funds, Social Media Marketing, Digital Marketing

Education
University of St. Thomas - Opus College of Business   1995 — 1998
M.B.A., Marketing

University of Minnesota-Twin Cities   1979 — 1983
B.A., Economics

Matt Lesnikowski Matt Lesnikowski Greater Minneapolis-St. Paul Area Details
Matt Lesnikowski's Morgan Stanley Investment Management Experience September 2014 - Present
Job Regional Director Investment Management at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   September 2014 - Present
Pioneer Funds Distributor   July 2004 - September 2014
Prudential Securities  July 2000 - December 2003
Prudential Securities  July 1997 - July 2001
Prudential Securities  June 1996 - July 1997
Prudential Securities  June 1995 - July 1996
Prudential Investments  July 1992 - July 1995

Skills
Relationship Builder, Story Teller, Public Speaking, Financial Advisory, Management, Leadership, Securities, Fixed Annuities, Investments, Mutual Funds, Storytelling, Capital Markets, Alternative Investments, CRM, Asset Allocation, Business Planning, Series 63, FINRA, Series 7, Wealth Management

Education
University of Massachusetts Boston   1985 — 1988
Bachelor of Arts, Economics

Saint John Vianney   1978 — 1981

Lorraine Truten Lorraine Truten Philadelphia, Pennsylvania Details
Lorraine Truten's Morgan Stanley Investment Management Experience 1995 - 2004
Job Independent Research and Writing Professional
Industry Research
Experience
Independent  October 2012 - Present
Center for Creative Leadership  June 2010 - October 2012
Wharton Executive Education  2005 - September 2009
Morgan Stanley Investment Management   1995 - 2004
Miller, Anderson & Sherrerd   April 1986 - January 1995

Skills
Financial Services, Curriculum Design, Wealth Management, Leadership Studies, Leadership Development, Strategic Planning, Change Management

Education
University of Pennsylvania   1983 — 1985
MA, Romance Languages

University of Pennsylvania   1979 — 1983
BA, Romance Languages, Economics

Center for Creative Leadership

Erik Abrams Erik Abrams Greater New York City Area Details
Erik Abrams's Morgan Stanley Investment Management Experience August 2001 - September 2004
Job Manager, Financial Reporting at Prudential Insurance
Industry Accounting
Experience
Prudential Financial  June 2008 - Present
Prudential Mortgage Capital Company  October 2004 - May 2008
Morgan Stanley Investment Management   August 2001 - September 2004
Morgan Stanley Investment Management   November 1999 - August 2001
Morgan Stanley Dean Witter Trust FSB   October 1997 - November 1999

Education
University of Alabama   1991 — 1995

Kathleen Kelvie Kathleen Kelvie San Francisco Bay Area Details
Kathleen Kelvie's Morgan Stanley Investment Management Experience January 2006 - March 2006
Job Manager at Triage Consulting Group
Industry Hospital & Health Care
Experience
Triage Consulting Group  July 2012 - Present
Triage Consulting Group  May 2009 - July 2012
Triage Consulting Group  August 2007 - May 2009
Morgan Stanley Investment Management   January 2006 - March 2006

Skills
Data Analysis, Financial Analysis, Healthcare, Healthcare Consulting, Project Management, Business Strategy, Financial Modeling, Research, Salesforce.com, Microsoft Excel, Public Speaking, Revenue Cycle, PowerPoint, Strategic Planning, Analysis, Management Consulting

Education
University of California, Davis   2003 — 2007
B.S., Managerial Economics

Castilleja

Justin Miller, CFA Justin Miller, CFA New York, New York Details
Justin Miller, CFA's Morgan Stanley Investment Management Experience April 2014 - Present
Job Portfolio Specialist at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   April 2014 - Present
MFS Investment Management  November 2007 - March 2014
Peak Financial Management, Inc.   December 2005 - November 2007
Investors Bank & Trust  2001 - 2005

Skills
Asset Allocation, Due Diligence, Investment Strategies, Investments, Economics, Mutual Funds, Alternative Investments, Series 7

Education
Northeastern University   2011 — 2013
Master of Business Administration (M.B.A.), Marketing

University of Massachusetts Dartmouth
B.S., Finance

Brian Metz Brian Metz Greater New York City Area Details
Brian Metz's Morgan Stanley Investment Management Experience June 1997 - September 2007
Job Gainfully Employed
Industry Financial Services
Experience
NYS Attorney General's Office  2015 - 2015
NYS Attorney General's Office  2015 - 2015
NYS Attorney General's Office  2015 - 2015
SuperGreen Solutions  January 2013 - November 2014
NYSE Euronext  March 2008 - June 2012
NYFIX  March 2008 - December 2010
Morgan Stanley Investment Management   June 1997 - September 2007
Tucker Anthony  1993 - 1995
EGS Partners   1991 - 1995
Bear Stearns  1990 - 1991

Skills
Electronic Trading, Equity Trading, Equities, Sales, Compliance, Settlement, Product Development, Soft Dollars, WRAP, Trading Systems, Trading, Series 7, Hedge Funds, Securities, Bloomberg, Market Data, Series 63, Asset Managment, Capital Markets, Asset Management, Fixed Income, Financial Services

Education
University at Albany, SUNY   1986 — 1989

Bayside   1982 — 1985

Ramya Varma Ramya Varma New York, New York Details
Ramya Varma's Morgan Stanley Investment Management Experience October 2005 - April 2006
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
Logicworks  September 2014 - May 2015
Ubiquity Hosting   February 2014 - May 2015
FTJ FundChoice  May 2012 - May 2015
Elias Arts  July 2011 - May 2015
Seaport Capital  May 2007 - May 2015
Sparring Partners Capital   May 2006 - August 2006
Morgan Stanley Investment Management   October 2005 - April 2006

Skills
Private Equity, Investments, Strategy, Financial Modeling, Mergers & Acquisitions, Due Diligence, Valuation, Corporate Finance, Finance, Venture Capital, Financial Analysis, LBO, Entrepreneurship, Strategic Planning, Alternative Investments, Project Finance, Corporate Development, Deal Structuring, Mergers, Board of Directors

Education
University of Pennsylvania - The Wharton School   2015 — 2017
Master of Business Administration (M.B.A.), Entrepreneurial Management

New York University - Leonard N. Stern School of Business   2004 — 2008
B.S., Finance, International Business

Università Commerciale 'Luigi Bocconi'   2006 — 2006
Finance

Alex J. Rigolizzo Alex J. Rigolizzo Greater Philadelphia Area Details
Alex J. Rigolizzo's Morgan Stanley Investment Management Experience July 2006 - February 2008
Job Senior Operations Manager at Pershing Managed Account Solutions
Industry Investment Management
Experience
Pershing Managed Account Solutions  March 2009 - Present
ETF Associates, LLC   February 2008 - March 2009
Morgan Stanley Investment Management   July 2006 - February 2008
Toews Corporation  1998 - 2006

Skills
Series 7, Securities, Fixed Income, Alternative Investments, Equities, Series 24, Mutual Funds, Financial Services, Back Office, Series 63, Investment Advisory, Series 65

Education
Villanova University   2000 — 2003
MBA, Business Administration and Management, General

University of California, San Diego   1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government

Rodney Sanders Jr Rodney Sanders Jr New York, New York Details
Rodney Sanders Jr's Morgan Stanley Investment Management Experience May 2004 - 2007
Job Corporate Finance Business Information Security Officer
Industry Financial Services
Experience
Citi  May 2014 - Present
Citigroup  April 2014 - Present
Citigroup Alternative Investments  May 2007 - February 2013
Morgan Stanley Investment Management   May 2004 - 2007
Citigroup Asset Management  2000 - 2004
Soros Fund Management  1999 - 1999

Skills
Microsoft Office, C++, SQL, Business Objects, Hedge Funds, Alternative Investments, Fund Administration, Fixed Income, Private Equity, Asset Managment, Fund Accounting, SDLC, Financial Analysis, Equities, Bloomberg, Business Analysis, Capital Markets, Equity Research, Investment Banking, Derivatives, Financial Modeling, Valuation, Project Management, Portfolio Management, Securities, Analysis, Investments, Fund Of Funds, Finance, Mutual Funds, Asset Management

Education
University at Albany, SUNY   1995 — 2000
B.S., Actuarial and Mathematical Science

Mount Saint Michael Academy   1991 — 1995

Lakshmi Maganti Lakshmi Maganti Greater New York City Area Details
Lakshmi Maganti's Morgan Stanley Investment Management Experience September 2001 - Present
Job Senior Associate at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   September 2001 - Present

Education
University of Mumbai   1991 — 1997

Ryan Zanetti Ryan Zanetti Greater New York City Area Details
Ryan Zanetti's Morgan Stanley Investment Management Experience 2010 - Present
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management   2010 - Present
The CityKids Foundation, Inc.   2010 - 2014
Grassi & Co.   2009 - 2010
Huron Consulting Group  2007 - 2009

Skills
Financial Analysis, Valuation, Due Diligence, Forensic Accounting, Litigation Support, Corporate Finance, Mergers & Acquisitions, Business Analysis, Strategy Execution, Financial & Legal..., Private Equity, Real Estate, Risk Management, Financial Modeling

Education
State University of New York at Albany   2003 — 2007
Bachelor of Science (B.S.), Business Administration

Daniel P. Donnelly Daniel P. Donnelly Greater New York City Area Details
Daniel P. Donnelly's Morgan Stanley Investment Management Experience 2005 - 2006
Job Senior Vice President, Head of Investment Communications at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management  June 2009 - Present
BlackRock  February 2006 - December 2008
Morgan Stanley Investment Management   2005 - 2006
Columbia Management  2002 - 2005
JP Morgan  1999 - 2002
Morgan Stanley  1998 - 1999
JP Morgan  1996 - 1998
Institutional Investor  1994 - 1996

Skills
Thought Leadership, Team Management, Integrated Marketing, Alternative Investments, Hedge Funds, Mutual Funds, Series 7, FINRA, Fixed Income, Series 63, Equities, Asset Managment, Series 24, Institutional Investors, Intermediary, Investment Management, Versatile Writer, Content Development, Content Writing, Editing, Marketing Strategy, Marketing Communications, Marketing Management, Product Marketing, Strategic Communications, Cross-functional Team..., Team Leadership, Sensitive Information

Education
University of Connecticut   1989 — 1993
BA, Economics and English

Jarrett Mellman Jarrett Mellman Greater New York City Area Details
Jarrett Mellman's Morgan Stanley Investment Management Experience April 2007 - May 2008
Job Vice President, Institutional Marketing at Cohen & Steers
Industry Financial Services
Experience
Cohen & Steers Capital Management, Inc.   2008 - Present
Morgan Stanley Investment Management   April 2007 - May 2008
Franklin Templeton Investments  2005 - 2007

Skills
Mutual Funds, Alternative Investments, Equities, Series 7, Asset Managment, Investments, Fixed Income, Asset Allocation, Portfolio Management, Financial Analysis, Hedge Funds, Series 63, Investment Strategies, Securities, Investment Advisory

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

University of Florida   2001 — 2004
Bachelor of Science, Finance

Ralph Aldridge Ralph Aldridge Greater Boston Area Details
Ralph Aldridge's Morgan Stanley Investment Management Experience July 2002 - Present
Job Principal at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   July 2002 - Present
UBS  June 1998 - June 2002
Fidelity Investments  June 1993 - August 1997

Education
University of Pennsylvania - The Wharton School   1997 — 1998

Al Hemmingsen, CFA Al Hemmingsen, CFA Cleveland/Akron, Ohio Area Details
Al Hemmingsen, CFA's Morgan Stanley Investment Management Experience May 2002 - May 2005
Job Director of Research at Highland Consulting Associates
Industry Financial Services
Experience
Highland Consulting Associates, Inc.   May 2005 - Present
Morgan Stanley Investment Management   May 2002 - May 2005

Education
University of Pennsylvania - The Wharton School   1999 — 2003
BS, Finance, Management, Real Estate

Ronald Lee Ronald Lee San Francisco Bay Area Details
Ronald Lee's Morgan Stanley Investment Management Experience October 2005 - November 2006
Job Senior Consultant at Protiviti
Industry Financial Services
Experience
Protiviti  June 2015 - Present
Friends of Roots   May 2010 - Present
Protiviti  June 2013 - June 2015
Mellon Capital Management  August 2009 - June 2013
Mellon Capital Management  March 2008 - August 2009
Mellon Capital Management  August 2007 - March 2008
California State Assembly  January 2007 - June 2007
Morgan Stanley Investment Management   October 2005 - November 2006

Skills
Financial Analysis, Data Analysis, Finance, Financial Modeling, Project Management, Process Improvement, Research, Budgets, Leadership, IT Risk Management, IT Audit, Process Implementation, Automation Tools, Internal Audit, Internal Control..., Sarbanes-Oxley Act

Education
University of California, Davis   2005 — 2007
Bachelor of Arts, Economics with a Minor in Managerial Economics (Business)

Marc Crespi Marc Crespi Greater New York City Area Details
Marc Crespi's Morgan Stanley Investment Management Experience 1994 - 2008
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock  August 2010 - Present
Holy Redeemer Health System  1996 - Present
Cain Brothers Asset Management  November 2009 - August 2010
Morgan Stanley Investment Management   1994 - 2008
Miller Anderson & Sherrerd  1994 - 1996
Smith Barney  1985 - 1994
Prudential-Bache Securities  1980 - 1985
Elkins, Stroud, Suplee & Co.   1980 - 1982

Education
University of Pennsylvania - The Wharton School   1975 — 1977
MBA, Finance and Accounting

University of Pennsylvania - The Wharton School   1972 — 1976
BS, Accounting

Mariana Salazni Mariana Salazni Greater New York City Area Details
Mariana Salazni's Morgan Stanley Investment Management Experience August 2011 - January 2013
Job Senior Consultant at InterAmerican Development Bank
Industry Banking
Experience
Morgan Stanley Investment Management   August 2011 - January 2013
Inter-American Development Bank  September 2008 - July 2011
Inter-American Development Bank  July 2007 - September 2008
The World Bank  March 2006 - March 2007

Skills
Macroeconomics, Econometrics, Finance, Stata, Eviews, Market Analysis, Matlab, Country Risk Analysis, English, Emerging Markets, Economics, Quantitative Analytics, Fixed Income, Microeconomics, Economic Research

Education
Universidad Torcuato Di Tella   2006 — 2009
Master, Economics

David Burbie, CAIA, CIMA® David Burbie, CAIA, CIMA® Greater Minneapolis-St. Paul Area Details
David Burbie, CAIA, CIMA®'s Morgan Stanley Investment Management Experience September 2007 - March 2011
Job Regional Investment Consultant at Columbia Threadneedle Investments
Industry Investment Management
Experience
Columbia Threadneedle Investments  March 2011 - Present
Morgan Stanley Investment Management   September 2007 - March 2011
Barclays Global Investors  October 2005 - July 2007
Bank of America / Columbia Management   June 2000 - September 2005
Strong Funds  1996 - 1999

Skills
Asset Management, Institutional, Fixed Income, Wealth Management, Asset Managment, Mutual Funds, Capital Markets, Financial Services, Wealth Management..., Investment Management, Asset Allocation, Investments, Investment Strategies, Series 63, Finance, Retirement Planning, Alternative Investments, Relationship Management, Hedge Funds, Series 7, Investment Advisory, High Net Worth..., ETFs, Equities

Education
University of Pennsylvania - The Wharton School   2010 — 2010
Executive Education - CIMA

University of Wisconsin-Milwaukee - School of Business Administration   1991 — 1995
Bachelor's Degree, Finance

Tara Farrelly Tara Farrelly Greater New York City Area Details
Tara Farrelly's Morgan Stanley Investment Management Experience February 2004 - Present
Job Vice President at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   February 2004 - Present
Dechert LLP  September 1996 - January 2004

Skills
Asset Management, Securities, Mutual Funds, Due Diligence, Investment Management, Financial Services, Mergers & Acquisitions, Securities Regulation, Corporate Law

Education
St. John's University School of Law
JD, Law

University of Notre Dame
BBA, Finance

Emily Brody Emily Brody Greater New York City Area Details
Emily Brody's Morgan Stanley Investment Management Experience January 2005 - May 2010
Job Vice President, Private Wealth Management Client Marketing, Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  July 2013 - Present
Invesco Ltd.  June 2010 - June 2013
Morgan Stanley Investment Management   January 2005 - May 2010
Dreyfus  March 1997 - December 2004
Oppenheimer Capital  August 1994 - February 1997

Skills
Product Marketing, Series 7, Marketing Strategy, Series 63, Direct Mail, Product Management

Education
University at Albany, SUNY   1990 — 1994
BS, Magna Cum Laude, Business Administration – Finance/Marketing

Jonathan Millman Jonathan Millman Garden City, New York Details
Jonathan Millman's Morgan Stanley Investment Management Experience February 1999 - January 2007
Job Vice President Investments | Senior Financial Advisor | PIM Portfolio Manager | Millman Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  May 2012 - Present
Merrill Lynch  January 2007 - May 2012
Morgan Stanley Investment Management   February 1999 - January 2007

Skills
Technical Analysis, Municipal Bonds, Fixed Income Analysis, Retirement Planning, Qualified Retirement..., College Education..., Business Transition, Multi-generational..., Fixed Income Portfolio..., Portfolio Performance..., Wealth Accumulation..., Investment Strategies, Equity Trading, Equities

Education
State University of New York at Albany   1992 — 1996
Bachelor of Arts (BA), Business, English

Craig Harlyvetch Craig Harlyvetch Greater Philadelphia Area Details
Craig Harlyvetch's Morgan Stanley Investment Management Experience 1998 - Present
Job Vice President IM Technology Equity Trading
Industry Financial Services
Experience
Morgan Stanley Investment Management   1998 - Present
Sybase  1996 - 1998
Apogee, Inc  1994 - 1996
Hen-Feathers and Company, Inc.   1990 - 1994

Skills
Trading Systems, Database Development, Equity Trading, Databases, Integration, Sybase, Equities, Investment Management, Asset Management, Investments, Electronic Trading, Unix, Asset Allocation, Wealth Management, Market Data, Securities, Financial Services, Business Analysis

Education
University of Miami - School of Business   1982 — 1984
Master of Music Business, Music Industry

West Chester University of Pennsylvania   1978 — 1982
Bachelor of Music, Music Performance

Christina Barren, CAIA Christina Barren, CAIA Greater Los Angeles Area Details
Christina Barren, CAIA's Morgan Stanley Investment Management Experience January 2014 - March 2015
Job Senior Portfolio Manager at Westmount Asset Management
Industry Financial Services
Experience
Westmount Asset Management  April 2015 - Present
Morgan Stanley Investment Management   January 2014 - March 2015
Corbin Capital Partners  April 2012 - December 2013
Nuveen Investments  March 2005 - April 2012
Reed Conner & Birdwell   2004 - 2005
Wilshire Associates  2003 - 2004
Kayne Anderson Rudnick  June 2002 - August 2002

Skills
Series 7, Investments, Hedge Funds, Alternative Investments, Institutional Sales, Fund Of Funds, Series 66, Institutional Investors, Equities, Financial Modeling, Mutual Funds, Bloomberg, Uniform Combined State..., Asset Management, Portfolio Management, Fixed Income, ETFs, Asset Allocation, Investment Strategies, Equity Research, Institutional..., Investment Management, Securities, Series 63, Trading, Capital Markets, Financial Markets, Investment Advisory, Wealth Management, Bonds, Separately Managed..., Derivatives, Series 24, Emerging Markets

Education
University of Colorado at Boulder - Leeds School of Business   1999 — 2003
B.S.

Ananth Kannimangalam PMP Ananth Kannimangalam PMP Greater New York City Area Details
Ananth Kannimangalam PMP's Morgan Stanley Investment Management Experience June 2010 - September 2010
Job Services and Product Management, UBS Wealth Management Americas
Industry Information Technology and Services
Experience
UBS Wealth Management  June 2012 - Present
Credit Suisse  March 2012 - June 2012
MF Global  September 2010 - November 2011
Morgan Stanley Investment Management   June 2010 - September 2010
Morgan Stanley Smith Barney  August 2009 - June 2010
JP Morgan Chase  February 2006 - January 2009
Capgemini  2005 - 2006
Hexaware Technologies  2004 - 2005
Tata Consultancy Services  2001 - 2004
Philips Lighting  1999 - 2001

Skills
SDLC, Business Requirements, Testing, Vendor Management, Business Analysis, Software Project..., Project Portfolio..., Requirements Gathering, Program Management, Process Engineering, Risk Management, PMP, Process Improvement, MS Project, Data Warehousing, Resource Management, Business Intelligence, Requirements Analysis, Banking, Reference Data, Agile, Visio, Project Planning, Customer Relations, Portfolio Management, Offshoring, Governance, Strategy, Change Management

Education
University of Madras   1996 — 1998
MBA, Marketing

University of Madras   1992 — 1996
Bachelor of Engineering, Electrical and Electronics Engineering

Eric Scharpf Eric Scharpf Greater Philadelphia Area Details
Eric Scharpf's Morgan Stanley Investment Management Experience August 1997 - October 2003
Job Managing Partner at Cheswold Lane Asset Management
Industry Investment Management
Experience
Cheswold Lane Asset Management   Senior Portfolio ManagerChartwell Investment PartnersDecember 2003 - December 2005
Morgan Stanley Investment Management   August 1997 - October 2003

Education
University of Pennsylvania - The Wharton School   1995 — 1997
MBA, Finance & Entreprenuerial Management

University of Notre Dame   1987 — 1991
BA, Finance

Fran C. Jackson Fran C. Jackson Houston, Texas Area Details
Fran C. Jackson's Morgan Stanley Investment Management Experience November 2006 - January 2008
Job Internal Wholesaler at AIG Financial Distributors
Industry Financial Services
Experience
AIG Financial Distributors  February 2014 - Present
VALIC  August 2012 - February 2014
AIG Retirement Services  March 2008 - August 2012
Morgan Stanley Investment Management   November 2006 - January 2008

Skills
Retirement, Series 63, Investment Strategies, Investments, Investment Advisory, Fixed Annuities, Strategic Financial..., IRAs, Financial Services, Employee Benefits, Financial Planners, Financial Advisory, Wealth Accumulation, Financial Modeling, 401k, Series 6, Securities, FINRA, Trading, 529 Plans, Series 65, Finance, Estate Planning, Risk Management, Asset Management, Portfolio Management, Equities, Wealth Management..., 401k Rollovers, Variable Annuities, 403 b, Credit, Income Protection, Life Insurance, Financial Planning

Education
University of Houston   2002 — 2006
B.A.

Mariano Pando Mariano Pando Greater New York City Area Details
Mariano Pando's Morgan Stanley Investment Management Experience May 2011 - Present
Job VP at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   May 2011 - Present

Skills
Fixed Income, Econometrics, Capital Markets, Emerging Markets, Valuation, Economics, Financial Modeling, Macroeconomics

Education
University of California, Los Angeles   1997 — 2003
Ph.D., Economics

Don Alderson Don Alderson Greater New York City Area Details
Don Alderson's Morgan Stanley Investment Management Experience April 2007 - Present
Job Executive Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   April 2007 - Present
RFMH, COLUMBIA UNIVERSITY   January 2005 - February 2007
New York Academy of Medicine  January 2005 - May 2005
Sanford C. Bernstein  January 2004 - January 2005
Brown University  August 2002 - January 2004
The Urban Institute  May 1999 - August 2002
RESI  June 1997 - November 1998

Skills
Data Analysis, Statistical Modeling, Matlab, SAS, Econometrics, Fixed Income, Risk Management, Biostatistics, BlackRock Aladdin, Splus/R, Stata, Publications, Yieldbook, Barclays Point, Presentations, Medical Research, Scientific Programming, Bloomberg, Quantitative Finance

Education
Virginia Polytechnic Institute and State University   1990 — 1994
BA, Economics

University of North Carolina at Chapel Hill
MS, Economics

Keela Bourgoin Keela Bourgoin Greater New York City Area Details
Keela Bourgoin's Morgan Stanley Investment Management Experience October 2004 - June 2007
Job Compliance, FrontPoint Partners LLC
Industry Financial Services
Experience
FrontPoint Partners LLC/Morgan Stanley   June 2007 - Present
Morgan Stanley Investment Management   October 2004 - June 2007
Morgan Stanley Investment Management   September 2002 - October 2004

Education
University of Connecticut

Steven J Lang Steven J Lang Greater Boston Area Details
Steven J Lang's Morgan Stanley Investment Management Experience August 1998 - October 2000
Job Senior Business Analyst at SunGard
Industry Financial Services
Experience
SunGard  April 2012 - Present
Fidelity Investments  March 2005 - April 2010
Fidelity Investments  November 2000 - February 2005
Morgan Stanley Investment Management   August 1998 - October 2000
Fidelity Investments  August 1992 - July 1998
Shearson Lehman Brothers  October 1986 - July 1992

Skills
Options, Corporate Actions, Risk Management, Asset Management, Pricing, Dividends, Brokerage, MS Office Suite, MS Project, Minitab, ITIL, PMP, Business Analysis, Equities, Fixed Income, Derivatives, Process Improvement, Portfolio Management, Customer Relations, Vendor Management, Leadership, SDLC, Strategy, Project Management, Asset Managment, Visio, DB2, Analysis, Management, Agile Methodologies, Testing, Project Portfolio..., Financial Services, Securities, Business Requirements, Oracle, Trading, Software Project..., Trading Systems, Requirements Gathering, Requirements Analysis, IT Strategy, User Acceptance Testing, Agile Project Management, Back Office, Enterprise Architecture, PMO, Systems Analysis, Security, COBOL

Education
University of Miami - School of Business   1982 — 1986
BBA, Economics

John Gernon John Gernon Greater New York City Area Details
John Gernon's Morgan Stanley Investment Management Experience 2004 - Present
Job Managing Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   2004 - Present
Putnam Investments  2000 - 2002
Fidelity Investments  1991 - 2000
Bain & Company  August 1985 - July 1989

Skills
Mutual Funds, Alternative Investments, Asset Managment, Fixed Income, Series 7, Investments, Asset Allocation, Portfolio Management, Capital Markets, Series 63, Investment Management, Equities, Separately Managed..., Hedge Funds, ETFs, Fund Of Funds, Investment Strategies, Asset Management

Education
University of Pennsylvania - The Wharton School   1989 — 1991
MBA, Marketing

The University of Chicago   1981 — 1985
BA, Economics

Dhiren Shah Dhiren Shah Greater New York City Area Details
Dhiren Shah's Morgan Stanley Investment Management Experience June 2004 - Present
Job VP at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley Investment Management   June 2004 - Present
Credit Suisse  March 2003 - June 2004
JP Morgan  January 2001 - December 2002
Prudential Financial  March 1997 - December 2000
AIG  1993 - 1996

Skills
Sybase, SDLC, Requirements Gathering, Vendor Management, Portfolio Management, Derivatives, Business Objects, Microsoft SQL Server, Reference Data, Bloomberg, Business Analysis, Business Intelligence, XML, Informatica, Private Equity, Databases, Data Warehousing, Data Modeling, Erwin, Financial Services

Education
Bombay University   1982 — 1985
Bachelor's degree, Accounting and Finance

University of Mumbai   1980 — 1985
Bachelor, Finance

Kristin Lynch Kristin Lynch Greater New York City Area Details
Kristin Lynch's Morgan Stanley Investment Management Experience March 2005 - October 2009
Job Marketing Professional
Industry Financial Services
Experience
n/a  November 2009 - Present
Morgan Stanley Investment Management   March 2005 - October 2009
OppenheimerFunds  July 1997 - July 2004

Skills
Marketing Communications, Email Marketing, Marketing Strategy, Customer Relations, Competitive Analysis, Accout Executive, Product Marketing, Corporate Communications, Marketing, Marketing Management, Project Management

Education
University of Delaware   1993 — 1997
BA, Marketing and Communications

Brandon Zick Brandon Zick South Bend, Indiana Area Details
Brandon Zick's Morgan Stanley Investment Management Experience March 2005 - September 2010
Job Director of Acquisitions & Portfolio Management at Ceres Partners
Industry Investment Management
Experience
Ceres Partners   November 2010 - Present
Morgan Stanley Investment Management   March 2005 - September 2010
Lehman Brothers  2001 - 2004

Education
University of Notre Dame

Richard Papetti Richard Papetti Portland, Maine Area Details
Richard Papetti's Morgan Stanley Investment Management Experience November 2004 - October 2006
Job Managing Director at Sarnova Advisory
Industry Investment Management
Experience
Sarnova Advisory   October 2009 - Present
HSBC Private Bank  April 2008 - October 2008
Morgan Stanley Investment Management   November 2004 - October 2006
Commonfund  May 2000 - October 2004
Navigator Capital   July 1994 - April 2000
Weiss, Peck and Greer Investment Advisors   March 1988 - June 1994
JP Morgan Investment Management  July 1984 - February 1988

Skills
Investment Management, Hedge Funds, Equities, Fixed Income, Commodity Markets, Derivatives, Risk Management, Due Diligence, Finance, Quantitative Finance, Portfolio Management, Financial Modeling, Financial Analysis, Business Strategy, Process Improvement, Team Building, Business Development, New Business Development, Analytics, Economics, Modeling, Trading, Asset Allocation, Alternative Investments, Asset Management, Investments

Education
University of Pennsylvania - The Wharton School   1979 — 1984
MS, Finance

University of Pennsylvania - The Wharton School   1975 — 1979
BS, Finance

Karen Herlihy Huston Karen Herlihy Huston Greater Atlanta Area Details
Karen Herlihy Huston's Morgan Stanley Investment Management Experience 1984 - 2009
Job Vice President at Situs
Industry Investment Management
Experience
Situs  November 2012 - Present
Carter  December 2010 - November 2012
Jones Lang LaSalle  June 2010 - January 2011
Brookfield Asset Management  March 2009 - March 2010
Morgan Stanley Investment Management   1984 - 2009
Lend Lease Real Estate Investments  1997 - 2003
Equitable Real Estate Investment Management, Inc.   1995 - 1997
Equitable Real Estate Investment Management, Inc.   1990 - 1994
Equitable Real Estate Investment Management, Inc.   1984 - 1990

Skills
Asset Managment, Asset Management, Dispositions, Disposition, Valuation, Real Estate, Mergers & Acquisitions, Portfolio Management, Due Diligence, Commercial Real Estate, Investment Properties, Corporate Finance, Real Estate Development, Investments

Education
University of Delaware   1979 — 1981
BSAC, Accounting, Economics

Alex Waters Alex Waters Greater Atlanta Area Details
Alex Waters's Morgan Stanley Investment Management Experience June 2007 - June 2009
Job Senior Manager of Merchandise Finance Appliances at The Home Depot
Industry Retail
Experience
The Home Depot  June 2015 - Present
The Home Depot  December 2013 - June 2015
The Home Depot  November 2012 - December 2013
The Home Depot  February 2012 - November 2012
Crown Castle  September 2011 - February 2012
Crown Castle  July 2009 - September 2011
Morgan Stanley Investment Management   June 2007 - June 2009

Skills
Financial Analysis, Financial Modeling, Finance, Budgets, Corporate Finance, Financial Forecasting, Financial Reporting, Strategic Financial..., Budget Process, Microsoft Excel, Forecasting, Investments, Bloomberg, Inventory Management, Reporting & Analysis, Cost Benefit, Cost Reduction, Process Improvement, Project Management, Investment Portfolio, E-commerce, Team Leadership, Strategic Planning

Education
University of Florida
Bachelor of Science (BS), Finance

University of Florida
Master of Arts (MA), International Business

JR Musser JR Musser Greater Denver Area Details
JR Musser's Morgan Stanley Investment Management Experience 1999 - 2002
Job General Sales Manager at Summit Ford, Inc.
Industry Automotive
Experience
Summit Ford, Inc.   AnalystNorthern TrustMarch 2002 - March 2003
Morgan Stanley Investment Management   1999 - 2002
MORGAN STANLEY  1999 - 2001

Education
University of Denver   1995 — 1999
BSBA, Finance/Marketing

Randolph B. Smith Randolph B. Smith Philadelphia, Pennsylvania Details
Randolph B. Smith's Morgan Stanley Investment Management Experience June 1998 - August 1999
Job Marketing Communications Manager / Senior Editor Specializing in Institutional Markets and Investments
Industry Financial Services
Experience
TIAA-CREF  May 2010 - Present
SunGard Availability Services  September 2009 - May 2010
T. Rowe Price Associates  September 2007 - April 2009
The Vanguard Group  September 1999 - August 2007
Morgan Stanley Investment Management   June 1998 - August 1999
The Vanguard Group  May 1997 - August 1997
Philadelphia Daily News  February 1991 - August 1995
The Wall Street Journal  April 1989 - December 1990

Skills
Planning the editorial..., Managing and training..., Institutional writing..., Using research to..., Leading editorial..., Editing, Strategic Planning

Education
University of Pennsylvania - The Wharton School   1996 — 1998
MBA, Finance

Yale University   1971 — 1976
B.A., Political Science

Jonathan Joe Leonard Jonathan Joe Leonard Greater New York City Area Details
Jonathan Joe Leonard's Morgan Stanley Investment Management Experience August 2014 - Present
Job Vice President | Merchant Banking & Real Estate Investing Capital Markets Group at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   August 2014 - Present
Morgan Stanley Smith Barney  July 2010 - July 2014
Legg Mason  2004 - July 2010

Skills
Fixed Income, High Yield Bonds, Preferred Stock, Series 24, Series 7, Series 63, Capital Markets, Investments, Asset Management, Equities, Alternative Investments, Wealth Management, Mutual Funds, Municipal Bonds, Separately Managed...

Education
The University of Connecticut
Bachelor's degree, Economics

Bill Conyea Bill Conyea Greater New York City Area Details
Bill Conyea's Morgan Stanley Investment Management Experience September 1992 - September 2008
Job Managing Director at JPMC
Industry Financial Services
Experience
JPMC  October 2008 - Present
Morgan Stanley Investment Management   September 1992 - September 2008

Skills
Investments, Equities, Hedge Funds, Asset Managment, Derivatives, Asset Management, Capital Markets, Trading Systems, Investment Banking, Portfolio Management, Fixed Income, Alternative Investments, Securities, Investment Management, Equity Trading, Electronic Trading, Options, Financial Markets, Mutual Funds, Bloomberg, Trading, Performance Measurement, Financial Services

Education
University at Albany, SUNY   1978 — 1982
BS, Business, Comp Science

Keith Wilton Keith Wilton Greater Chicago Area Details
Keith Wilton's Morgan Stanley Investment Management Experience May 2012 - June 2013
Job Vice President, Director of Product Management
Industry Financial Services
Experience
Backstop Solutions Group  September 2014 - Present
OptionsHouse  June 2013 - September 2014
Morgan Stanley Investment Management   May 2012 - June 2013
tradeMONSTER  February 2010 - May 2012
Goldman Sachs  May 2007 - December 2008
Goldman Sachs  June 2002 - May 2007
Goldman Sachs  February 1999 - June 2002
Goldman Sachs  March 1997 - February 1999

Skills
Series 7, Financial Markets, Asset Management, Electronic Trading, Fixed Income, Trading, Derivatives, Series 63, Series 24, Trading Systems, Securities, Capital Markets, Mutual Funds, Alternative Investments, Back Office, Trading Strategies, Risk Management, Equities

Education
University of Illinois at Urbana-Champaign
Bachelors of Science

William Keel William Keel Tuscaloosa, Alabama Area Details
William Keel's Morgan Stanley Investment Management Experience May 2004 - July 2008
Job Supply Chain Engineer SCIT at HewlettPackard
Industry Higher Education
Experience
Hewlett-Packard  November 2011 - Present
Wal-mart ISD  May 2011 - August 2011
Wal-Mart ISD  May 2011 - August 2011
Georgia Tech, Office of International Education   June 2010 - August 2010
University of Alabama  August 2009 - December 2009
20010 SummerAutomotive   May 2009 - August 2009
Morgan Stanley Investment Management   May 2004 - July 2008

Skills
Business Analysis, basic CSS, HTML, Flex, SharePoint, Visual Basic, Visio, VBA, Access, Windows Vista, SQL, SDLC, Data Analysis, Databases, Requirements Gathering, Windows, Software Documentation, Business Process, Microsoft SQL Server

Education
University of Alabama   2008 — 2012
Bachelor, Management Information Systems; Management Information Systems; International Business, Logistics

University of Alabama   2008 — 2012
Bachelor, Management Information Systems; Management Information Systems; International Business, Logistics

Warren Mar Warren Mar Greater New York City Area Details
Warren Mar's Morgan Stanley Investment Management Experience September 2012 - Present
Job Portfolio Manager, Head: Corporate Debt Strategy at Morgan Stanley Investment Management
Industry Banking
Experience
Morgan Stanley Investment Management   September 2012 - Present
J.P. Morgan   2004 - August 2012
Investment New Zealand   2002 - 2004
BNP Paribas  1995 - 2001

Skills
Emerging Markets, Fixed Income, Portfolio Management, Investments, Capital Markets, Hedge Funds, Bonds, High Yield, Investment Banking

Education
University of Auckland   1984 — 1986
Bachelor of Commerce, Economics

Dexter Campbell Dexter Campbell Greater New York City Area Details
Dexter Campbell's Morgan Stanley Investment Management Experience January 2008 - November 2009
Job Managing Director at Realty Finance Trust
Industry Real Estate
Experience
Realty Finance Trust  August 2015 - Present
AR Global   February 2014 - July 2015
Deustche Bank Asset & Wealth Management   January 2010 - February 2014
Morgan Stanley Investment Management   January 2008 - November 2009
GE Capital Real Estate  October 2005 - January 2008

Education
University of Pennsylvania - The Wharton School   2000 — 2002
M.B.A, Real Estate, Finance

New York University - Leonard N. Stern School of Business   1991 — 1995
Bachelor of Science, Accounting, Finance

Steve Golding Steve Golding Athens, Ohio Details
Steve Golding's Morgan Stanley Investment Management Experience 1997 - 2003
Job CFO at Ohio University
Industry Higher Education
Experience
Ohio University  September 2010 - Present
Cornell University  April 2005 - December 2009
University of Colorado  2003 - 2005
Morgan Stanley Investment Management   1997 - 2003
University of Pennsylvania  February 1991 - May 1998

Skills
Nonprofits, Finance, Endowments, Strategic Planning, Financial Analysis, Budgets, Leadership, Financial Modeling, Higher Education, Investments, Due Diligence, Managerial Finance, Analysis, Mergers & Acquisitions, Strategic Financial..., Public Speaking, Financial Planning

Education
University of Delaware   1978 — 1983
MA, Political Science

Washington College   1968 — 1972
Bachelor of Arts (BA), History

Joshua Belleville, CFA Joshua Belleville, CFA New York, New York Details
Joshua Belleville, CFA's Morgan Stanley Investment Management Experience July 2010 - May 2015
Job Index Manager at S&P Dow Jones Indices
Industry Financial Services
Experience
S&P Dow Jones Indices  May 2015 - Present
Morgan Stanley Investment Management   July 2010 - May 2015
Citi  January 2008 - July 2010

Skills
Fixed Income, Risk Management, Yield Book, BlackRock Aladdin, Barclays Point, Bloomberg, Microsoft Excel, VBA, ABS, Financial Modeling, Capital Markets, MBS, Financial Risk, Fixed Income Analysis

Education
State University of New York at Buffalo
BS, Business Administration

David X. Liu David X. Liu San Francisco Bay Area Details
David X. Liu's Morgan Stanley Investment Management Experience July 2007 - March 2010
Job Corporate Finance at Renewable Energy Trust Capital, Inc.
Industry Renewables & Environment
Experience
Renewable Energy Trust Capital, Inc.   September 2014 - Present
Renewable Energy Trust Capital, Inc.   May 2014 - August 2014
Sanford C. Bernstein  April 2010 - June 2013
Morgan Stanley Investment Management   July 2007 - March 2010
FIS Group  May 2006 - August 2006

Skills
Financial Analysis, Economics, Data Analysis, Competitive Analysis, Business Strategy, Valuation, Management, Leadership, Equities, Strategy, Corporate Finance

Education
University of California, Berkeley - Walter A. Haas School of Business   2013 — 2015
Master of Business Administration (MBA), With Honors

University of Pennsylvania - The Wharton School   2003 — 2007
Bachelor of Science (B.S.), Economics (Finance)

University of Pennsylvania   2003 — 2007
Bachelor of Arts (B.A.), Cinema Studies

Shane Olaleye Shane Olaleye New York, New York Details
Shane Olaleye's Morgan Stanley Investment Management Experience August 2014 - Present
Job IG/HY Research Analyst at Morgan Stanley Investment Management
Industry Banking
Experience
Morgan Stanley Investment Management   August 2014 - Present
Morgan Stanley Investment Management   June 2012 - August 2014
University of Pennsylvania, Office of Vice Provost of Student Life   September 2009 - July 2012
Morgan Stanley  June 2011 - August 2011
Google  June 2010 - August 2010
Interstate Hotels & Resorts  October 2006 - August 2008

Skills
Analysis, Portfolio Management

Education
University of Pennsylvania   2008 — 2012
BA, Philosophy, Politics, & Economics (PPE)

Catherine A. Crandall Catherine A. Crandall Phoenix, Arizona Area Details
Catherine A. Crandall's Morgan Stanley Investment Management Experience 1996 - 2010
Job Senior Account Executive at Invesco Ltd.
Industry Investment Management
Experience
Invesco Ltd.  Sr. Account ExecutiveInvesco1996 - Present
VanKampen Investments   2001 - 2010
Morgan Stanley Investment Management   1996 - 2010

Skills
Mutual Funds, Series 7, Asset Allocation, Fixed Income, Asset Management, Series 63

Education
University of California, Berkeley, Haas School of Business   1985 — 1987
BS, Finance

Joseph Benedetti Joseph Benedetti New York, New York Details
Joseph Benedetti's Morgan Stanley Investment Management Experience August 2004 - Present
Job Managing Director Legal Department Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management   August 2004 - Present
Bear Stearns Asset Management  2002 - 2004
Morgan Stanley Investment Management   1996 - 2002
Clifford Chance US LLP  1990 - 1996

Education
University of Virginia School of Law   1987 — 1990
JD, Law

University at Albany, SUNY   1983 — 1987
BA, Economics Major; Business Minor

WenLii Liu WenLii Liu Greater Chicago Area Details
WenLii Liu's Morgan Stanley Investment Management Experience April 2006 - May 2010
Job Principal Engineer, Disaster Recovery/Crisis Management at Invesco
Industry Information Technology and Services
Experience
Invesco  November 2010 - Present
Invesco  June 2010 - October 2010
Morgan Stanley Investment Management   April 2006 - May 2010
Morgan Stanley Investment Management   May 1999 - March 2006
Morgan Stanley Investment Management / Van Kampen   November 1993 - February 1999

Skills
Disaster Recovery, Crisis Management, Enterprise IT..., Data Center, Integration, Networking, Databases, Infrastructure, Management, Data Migration, Business Continuity, Information Security, Risk Management, Security, Information Security..., IT Operations, Incident Management, Server Architecture, Active Directory, Software Documentation, Network Architecture

Education
University of Louisville
Master of Engineering in EMCS, Engineering in EMCS

Patrick T. Egan Patrick T. Egan Greater New York City Area Details
Patrick T. Egan's Morgan Stanley Investment Management Experience October 2014 - Present
Job Executive Director / Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Investment Management   October 2014 - Present
Morgan Stanley Wealth Management  August 1991 - October 2014

Skills
Alternative Investments, Asset Allocation, Hedge Funds, Fund Of Funds, Series 7

Education
University of Notre Dame   1987 — 1991
Business Administration, Finance

Jordan Gershuny Jordan Gershuny Greater New York City Area Details
Jordan Gershuny's Morgan Stanley Investment Management Experience January 2007 - December 2008
Job Head of Client Advisory Group JANA Partners LLC
Industry Financial Services
Experience
JANA Partners LLC  December 2012 - Present
FrontPoint Partners  January 2009 - December 2012
Morgan Stanley Investment Management   January 2007 - December 2008
FrontPoint Partners  January 2004 - December 2006
Credit Suisse  July 2002 - December 2003

Education
Rye Country Day School

University of Michigan
Bachelor of Business Administration (BBA)

University of Michigan - Stephen M. Ross School of Business

Tim Randak Tim Randak Bozeman, Montana Details
Tim Randak's Morgan Stanley Investment Management Experience 2003 - 2005
Job President at Arkell Asset Management, LLC
Industry Financial Services
Experience
Arkell Asset Management, LLC   2011 - Present
Goldman Sachs  2005 - 2009
Morgan Stanley Investment Management   2003 - 2005

Skills
Portfolio Management, Alternative Investments, Hedge Funds, Fixed Income, Bloomberg, Investment Management, Equities, Investments, Capital Markets, Investment Banking, Equity Research, Bonds, Financial Structuring, Series 7, Mutual Funds, Derivatives, Financial Markets, Asset Managment, Securities, Options, Financial Modeling, Valuation, Private Equity, Series 63, Asset Allocation, Investment Strategies, Equity Trading, Wealth Management, Wealth Management..., Leveraged Finance, Financial Analysis, Real Estate Economics, Investment Advisory, Structured Finance, Asset Management, Brokerage, Hedging, Trading Strategies, Trading, Risk Management, Corporate Finance, Investor Relations, FINRA, ETFs, Commodity, Emerging Markets, Financial Advisory

Education
University of Denver - Daniels College of Business
Master of Science (MS) in Finance, Finance, General

University of Puget Sound
Bachelor of Arts (B.A.) - Business, Finance, General

Margaret Hogan McBryde Margaret Hogan McBryde Charlotte, North Carolina Details
Margaret Hogan McBryde's Morgan Stanley Investment Management Experience December 2010 - Present
Job Client Service Associate at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   December 2010 - Present
Moore & Van Allen, PLLC   January 1987 - January 2001

Education
Winthrop University   1999 — 2001
Masters Degree, Education

University of North Carolina at Chapel Hill   1982 — 1986
Bachelor of Arts (B.A.), Psychology

Daniel Chodos Daniel Chodos New York, New York Details
Daniel Chodos's Morgan Stanley Investment Management Experience April 2007 - September 2010
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse  January 2014 - Present
Credit Suisse  October 2010 - December 2013
Morgan Stanley Investment Management   April 2007 - September 2010
The World Bank  May 2005 - May 2006

Skills
Emerging Markets, Fixed Income, Macroeconomics, Economics, Investment Management, Econometrics, Research, Financial Markets, Latin America, Bonds, Derivatives, Bloomberg, Capital Markets, FX Options, Hedge Funds

Education
University of Maryland College Park   2004 — 2006
Master's degree, Economics

Universidad Torcuato di Tella   2002 — 2004
Master's degree, Economics

Universidad de Buenos Aires   1997 — 2001
Licentiate degree, Economics

Felipe Arratia Felipe Arratia Greater Minneapolis-St. Paul Area Details
Felipe Arratia's Morgan Stanley Investment Management Experience 2011 - 2014
Job Global Equities Portfolio Manager at Capital Insight Partners
Industry Investment Management
Experience
Capital Insight Partners   2014 - Present
Morgan Stanley Investment Management   2011 - 2014
Citigroup  2010 - 2011

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

Andy Maggio Andy Maggio Hoboken, New Jersey Details
Andy Maggio's Morgan Stanley Investment Management Experience January 2006 - Present
Job Senior Analyst at Morgan Stanley Investment Management
Industry Investment Management
Experience
Morgan Stanley Investment Management   January 2006 - Present

Skills
Hedge Funds, Bloomberg, Equities, Fixed Income, Equity Research, Alternative Investments, Valuation, Asset Management, Financial Modeling, Capital Markets, Derivatives, Investment Management, Portfolio Management, Investments, Emerging Markets, Asset Allocation, Mutual Funds

Education
University of Notre Dame   1999 — 2003
Bachelor of Business Administration (BBA), Finance and Government

St. Xavier High School   1995 — 1999

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