Experience
Morgan Stanley Private Wealth Management   January 2015 - Present
UCLA CSST/CDS   June 2014 - Present
Beijing Inforgence group   July 2010 - September 2010

Skills
Events Organisation, Leadership, R, Stata, Econometrics, Accounting, Microsoft Excel, PowerPoint, Public Speaking, Research, Microsoft Word, Microsoft Office, Fathom Software, Management, Project Management, Customer Service

Education
University of California, Los Angeles   2012 — 2016
Bachelor's Degree, Business Economics

Beijing No. 55 High School   2009 — 2012
High School, High School/Secondary Diplomas and Certificates

Experience
Cushman & Wakefield  September 2015 - Present
Cushman & Wakefield  May 2015 - September 2015
Morgan Stanley Private Wealth Management   January 2015 - May 2015
CommVault Systems  June 2013 - August 2014
T&M Associates  June 2012 - August 2012

Skills
Technology: Microsoft..., Data Analysis, Financial Statement..., Leadership, Cooperative, Teamwork, Communication

Education
Towson University   2011 — 2015
Bachelor's Degree, Business Administration: Finance, Senior

Experience
Morgan Stanley Private Wealth Management   April 2009 - Present
UBS Private Wealth Management  January 2006 - April 2009

Education
University of California, Berkeley   2008 — 2008
Personal Financial Planning

University of Washington   2001 — 2005
BS, Mathematics

Experience
Akoo International, Inc.   September 2009 - February 2013
Morgan Stanley Private Wealth Management   June 2008 - September 2009
Wenner Media, US Weekly Magazine   June 2007 - September 2007
Shani Fashion Design Studio   June 2007 - September 2007

Skills
Facebook, Event Planning, Social Media, Social Media Marketing, Digital Media, Advertising, Marketing Communications, Marketing, Digital Marketing, Event Management, Public Relations, Social Networking, Online Advertising, Microsoft Office, Marketing Strategy, Integrated Marketing, PowerPoint, New Media

Education
University of Illinois at Urbana-Champaign   2004 — 2008
Bachelor of Science (B.S.)

Experience
Morgan Stanley Private Wealth Management   April 2014 - Present
UBS Wealth Management  March 2014 - April 2014
UBS Wealth Management  May 2011 - March 2014
UBS Wealth Management  December 2007 - May 2011
Print Headquarters   January 2006 - December 2007
First American Title  May 2004 - January 2006

Skills
Asset Allocation

Education
University of Florida   1998 — 2002
Bachelor of Business Administration (BBA), Economics

Experience
Media Storm  November 2014 - Present
University of Michigan  September 2012 - May 2014
University of Michigan  2012 - 2014
The Vidal Partnership  June 2013 - August 2013
Morgan Stanley Private Wealth Management   June 2012 - August 2012
YMCA of Greater New York  June 2011 - August 2012
Distribuidora Lee   January 2010 - May 2010

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Event Planning, Marketing, Public Speaking, Leadership, Spanish, Advertising, Chinese, Facebook, Editing

Education
University of Michigan   2012 — 2014
Bachelor of Arts (B.A.), Asian Languages and Cultures-Chinese Concentration

State University of New York at Albany   2010 — 2012
Bachelor of Arts (B.A.), Communication, General

Experience
Raymond James Energy Investment Banking   June 2013 - August 2013
Morgan Stanley Private Wealth Management   September 2012 - December 2012
The New Orleans Startup Fund   May 2012 - August 2012

Education
University of Alabama   2010 — 2014
Master of Science (MS), Finance

University of Alabama   2010 — 2014
Bachelor of Commerce (B.Com.), Finance

Experience
The Youth Movement Against Alzheimer's   May 2015 - Present
Alzheimer's Association®   August 2014 - Present
UCLA Neurobiology   June 2014 - Present
Morgan Stanley Private Wealth Management   February 2015 - June 2015
UCLA Neurobiology   September 2013 - June 2014
Undergraduate Students Association Council   September 2012 - June 2014
University of Hyderabad  June 2012 - September 2012
UCLA Neurobiology   June 2011 - September 2011
Los Angeles Biomedical Research Institute at Harbor-UCLA Medical Center  June 2010 - September 2010

Skills
Microsoft Office, Community Outreach, Public Speaking, Event Planning, Laboratory Skills, Immunohistochemistry, Western Blotting, PCR, Genotyping, Enzyme Assays, ImageJ, JavaScript, Website Development, Video Editing, Grassroots Fundraising, Social Media, English, PowerPoint, Microsoft Word, Research, Leadership, Microsoft Excel, Fundraising, Social Networking

Education
University of California, Los Angeles   2012 — 2016

Troy High School   2008 — 2012

Experience
Morgan Stanley Private Wealth Management   September 2014 - Present
ES3  June 2013 - July 2013
Ehrenberg Chesler Investment Bankers   June 2011 - August 2012
Dentistry for Children  June 2008 - July 2010

Skills
Financial Analysis, Business Strategy, Market Research, Microsoft Excel, Customer Service, Business Development, Strategic Planning, Market Analysis, Financial Modeling, Team Leadership, Budget Setting, Bloomberg, Thompson One

Education
The University of Texas at Austin - The Red McCombs School of Business   2010 — 2014
Bachelor of Business Administration (BBA), Business Honors Program / Marketing

The University of Edinburgh   2012 — 2012
Business Law Honors

Alamo Heights High School   2006 — 2010

Experience
Stealth SME   February 2015 - Present
Leverage Agency  September 2014 - January 2015
MLB  June 2013 - August 2013
ICM Partners  May 2013 - August 2013
Eleven Warriors  September 2012 - January 2013
Morgan Stanley Private Wealth Management   June 2012 - August 2012

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Electronic Filing, Filing, Research, Online Journalism, Online Research, Running Errands, Delivering on time, Timely Decision Making, Business Decision Making, Blogging, Leadership, Sports, Television, Economics, Social Networking, Data Analysis, Creative Writing, Social Media, Interviews, Microsoft Office

Education
The Ohio State University   2011 — 2014
Bachelor of Arts (B.A.), Economics

University of Maryland College Park   2010 — 2011
Bachelor of Arts (B.A.), Economics

Experience
Morgan Stanley Private Wealth Management   October 2014 - July 2015
Accolite  August 2014 - July 2015
ODePo   May 2012 - July 2014

Skills
Java, JavaScript, Web Design, Photoshop, Node.js, UIX, Graphic Design, HTML, Programming, SQL, Linux, CSS, MySQL, Python, Algorithms, Microsoft Office, C, C, Software Development, Eclipse, Matlab, HTML5, Web Development, Data Structures, Web Services

Education
The University of Texas at Dallas   2015 — 2017
Master of Science (M.S.), Computer Science

College of Engineering, Guindy, Anna University   2010 — 2014
Bachelor of Engineering (B.E.), Computer Science

Experience
Merrill Lynch  July 2015 - Present
Whitebox Advisors LLC  September 2014 - January 2015
Morgan Stanley Private Wealth Management   June 2013 - August 2013
Madison Street Partners LLC   June 2012 - July 2012

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Financial Analysis, Investment Banking, Valuation, Bloomberg, Capital IQ, Financial Modeling

Education
The University of Texas at Austin - Red McCombs School of Business   2011 — 2015
Bachelor of Business Administration (BBA), Finance; Minor Accounting

Cherry Creek High School   2007 — 2011

Experience
Goldman Sachs  July 2015 - Present
Morgan Stanley Private Wealth Management   February 2012 - July 2015
Identified  September 2010 - December 2010
Solmentum  August 2010 - September 2010

Skills
PowerPoint, Microsoft Excel, Social Media, Microsoft Office, Investments, Research, Financial Modeling, Bloomberg, Salesforce.com, Equities, Data Analysis, Microsoft Word, Account Management

Education
University of California, Berkeley   2007 — 2011
Simultaneous Degrees, B.A. Political Science, B.S. Society and Environment

University of Sydney   2010 — 2010
Study Abroad, Political Science

University of St. Andrews   2009 — 2009
Study Abroad, Sustainable Development

St. Andrew's School, DE   2004 — 2007
High School

Experience
Morgan Stanley  January 2015 - Present
Morgan Stanley Private Wealth Management   May 2013 - Present
Serengetee LLC  September 2013 - Present
fashionABLE  August 2014 - May 2015
The College of New Jersey  April 2013 - January 2014
The College of New Jersey  February 2012 - August 2012

Skills
Microsoft Office, Team Leadership, Task Management, Cultural Awareness, Microsoft Excel, PowerPoint, Bloomberg, SPSS, Social Media Marketing, Social Entrepreneurship, Social Networking, Event Planning, Facebook, Psychology

Education
The College of New Jersey   2011 — 2015
Bachelor's Degree, Marketing & Psychology Double Major

SRH University of Heidelberg, Germany   2014 — 2014
Business Administration and Management, General

Experience
Morgan Stanley Wealth Management  July 2014 - August 2014
Value Retail  July 2013 - August 2013
Romney for President  May 2012 - August 2012
Morgan Stanley Private Wealth Management   June 2011 - August 2011
Vineyard Vines  June 2006 - August 2010

Skills
Public Speaking, Investment Banking, Cold Calling, Wealth Management, Entrepreneurship, Social Media Marketing, Marketing Strategy, Financial Analysis, Retail Marketing, Visual Merchandising, Consulting, Risk Assessment, Microsoft Excel, Microsoft Word, Presentations, PowerPoint

Education
Sewanee-The University of the South   2010 — 2015
Bachelor of Arts (B.A.), History

Noble and Greenough School   2004 — 2010

Experience
Lending Club  November 2014 - Present
Morgan Stanley Private Wealth Management   July 2013 - October 2014
The Marketing Arm  June 2012 - August 2012
Eastern Research Group  July 2011 - September 2011

Education
University of California, Davis   2009 — 2013
Bachelor of Science

Dover-Sherborn High School

Experience
UBS Investment Bank  November 2013 - Present
Be Shri Yoga   April 2014 - November 2014
Morgan Stanley Private Wealth Management   March 2012 - May 2013
Rochdale Securities, LLC   September 2008 - July 2011

Skills
Fixed Income, Operational Risk, Trading, Bloomberg, Bonds, Risk Management, Finance, Trading Systems, Equity Research, Settlement, Wealth Management, Financial Services, Securities, Financial Markets, Middle Office

Education
Western Connecticut State University   2006 — 2008
Financial Investments and Markets

University of Connecticut-Stamford
Master of Business Administration (MBA)

Experience
Morgan Stanley Private Wealth Management   October 2014 - Present
Morgan Stanley Wealth Management  November 2013 - October 2014
Community Choice Financial, Inc.   August 2011 - November 2013
Columbus Public Schools  September 2010 - June 2011
Outdoor Adventure Center (Ohio State University Rec Sports)   November 2008 - January 2011

Skills
Microsoft Excel, Microsoft Word, Customer Service, Process Improvement, Strategic Planning, Microsoft Office, Team Building, Coaching, Management, Project Management, Change Management, 403 b, Spanish, PowerPoint, Event Management, Project Planning, Risk Management

Education
The Ohio State University   2010 — 2011
Master of Education (M.Ed.), Spanish Language Teacher Education

The Ohio State University   2006 — 2010
Bachelor of Arts (B.A.), Spanish and Iberian Studies

Experience
Morgan Stanley Private Wealth Management   June 2011 - Present

Education
University of Maryland School of Law   1963 — 1967
J.D.

University of California, Berkeley   1943 — 1950
Bachelor of Science, Business Administration

Experience
UPS  February 2014 - Present
UPS  November 2012 - February 2014
New England Financial  June 2006 - December 2010
Archbishop Riordan High School  January 2004 - June 2010
Foresters  January 2004 - July 2006
Morgan Stanley Private Wealth Management   March 2002 - December 2003
Sun Country Airlines  June 1999 - September 2001
Golden Nursery   February 1997 - August 1999

Skills
Microsoft Excel, Microsoft Office, Mutual Funds, Public Speaking, Retirement Planning, Training

Education
UC Riverside   1999 — 2002
B.S., Business Management and Finance

Archbishop Riordan High School   1992 — 1996

Experience
Morgan Stanley Wealth Managment   March 2002 - Present
Morgan Stanley Private Wealth Management   March 2002 - Present
Morgan Stanley Wealth Management  March 2002 - Present

Skills
Series 7, Alternative Investments, Asset Management, Bloomberg, Asset Allocation, Equities, FINRA, Financial Advisory, Financial Analysis, Fixed Income, Hedge Funds, Investment Advisory, Investment Strategies, Investments, Management Consulting, Mutual Funds, Retirement, Retirement Planning, Securities, Strategic Planning, Uniform Combined State..., Wealth Management, Microsoft Excel, Portfolio Management, Series 63

Education
Southwest Texas State University   1975 — 1979
BBA, Business

Experience
Illinois Summer Opportunity Organization ISOO   November 2012 - Present
Sigma Alpha Mu Social Fraternity   August 2012 - Present
Morgan Stanley Private Wealth Management   June 2014 - August 2014
Vector Marketing  June 2013 - July 2013
Birchwood Country Club  May 2013 - July 2013
Camp Horseshoe For Boys   June 2011 - August 2012
Park District of Highland Park  November 2011 - April 2012

Skills
Selling, Teamwork, Time Management, Recruiting, Leadership, Public Speaking, Financial Accounting, Marketing, Project Planning, Microsoft Excel, Microsoft Word, PowerPoint, Coaching, Training, Strategic Planning, Budgets, Management, Microsoft Office, Sales, Team Building, Team Leadership

Education
University of Illinois at Urbana-Champaign   2012 — 2016
Bachelor of Science (BS), Finance, General

Highland Park High School   2008 — 2012

Experience
Morgan Stanley Private Wealth Management   August 2015 - Present
Private Family  September 2013 - August 2015
MAD Greens - Eat Better  May 2014 - August 2014
Chi Omega Sorority  January 2013 - December 2013
Morgan Stanley Wealth Management  June 2013 - August 2013
P.F. Chang's China Bistro   May 2012 - August 2012

Skills
Pinterest, Microsoft Word, Facebook, Social Networking, Microsoft Excel, Instagram, YouTube, Tumblr, Communication, Mathematics, Spanish, Twitter, 3D, PowerPoint, LinkedIn, Financial Statements, Financial Analysis, Customer Service, Public Speaking, Social Media, Leadership

Education
University of Colorado Boulder   2011 — 2015
Bachelor’s Degree, Economics

Issaquah High School   2007 — 2011
High School Diploma

Experience
Plaza Advisory Group   April 2011 - Present
Morgan Stanley Private Wealth Management   October 1990 - April 2011
Johnson Lane Space Smith   April 1983 - July 1988

Education
University of Colorado at Boulder   1975 — 1979
Bachelor of Science (B.S.), Business, Finance

John Burroughs College Preparatory School

Experience
Stevens Institute of Technology  January 2015 - Present
Morgan Stanley Private Wealth Management   June 2014 - August 2014

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Teamwork, Project Management, Research, Microsoft Project

Education
Stevens Institute of Technology   2012 — 2015
Master of Science (M.S.), Enterprise Project Management

Stevens Institute of Technology   2010 — 2015
Bachelor of Science (B.S.), Business and Technology

La Costa Canyon High School   2006 — 2010

Experience
Franklin Templeton Investments  July 2014 - Present
BTIG, LLC  June 2013 - December 2013
Morgan Stanley Private Wealth Management   June 2012 - August 2012
The First String Co.   June 2011 - August 2011
Village Workspaces   January 2010 - August 2010

Skills
Economics, Microsoft Excel, Financial Modeling, PowerPoint, Public Speaking, Bloomberg, Microsoft PowerPoint, Microsoft Word, Intermediate Italian, Equities, Italian, Fixed Income, Corporate Finance, Tableau, Microsoft Office, Social Networking

Education
UCSB   2010 — 2014
Bachelor of Arts (BA), Economics

CFA Institute
Passed Level 1 of the CFA Program

Experience
American Airlines  June 2013 - Present
American Airlines  June 2011 - June 2013
Morgan Stanley Private Wealth Management   June 2010 - August 2010

Skills
Financial Modeling, Financial Analysis, Essbase, Airlines, Corporate Finance, Financial Reporting, Microsoft Excel, Commercial Aviation, Accounting, Process Improvement, Strategic Financial..., Data Analysis, Internal Controls, Valuation, Access, Financial Planning, Customer Service, PowerPoint, Analysis, Microsoft Office, Finance, Management, Budgets, Aviation, Business Planning

Education
Southern Methodist University   2007 — 2011
Bachelor of Science (B.S.), Management Science

Southern Methodist University   2007 — 2011
Bachelor of Arts (BA), Mathematics

Experience
UBS Financial Services,Private Wealth Management   August 2011 - Present
Morgan Stanley Private Wealth Management   August 2009 - August 2011
The National Press Club  1985 - 2009

Education
University of Maryland College Park

Experience
PS 469   August 2015 - Present
NYC Department of Education  May 2015 - Present
American Red Cross  2014 - Present
New England Patriots  June 2011 - Present
Koko FitClub, LLC  July 2014 - May 2015
Collegiate Entrepreneurs Paint Service   January 2013 - August 2013
Wakefield Movers   June 2011 - August 2011
Morgan Stanley Private Wealth Management   June 2010 - August 2010

Skills
Microsoft Word, Microsoft Excel, Communication Skills, People Skills, Mentoring, Youth Mentoring, Leadership, Time Management, Fundraising, Public Speaking

Education
Saint Anselm College   2010 — 2014
Communication, Communication, General

2010 Bishop Feehan High School

Experience
Primary Care Specialists, Inc.   May 2013 - Present
Primary Care Cardiology Research Inc.   September 2011 - Present
Primary Care Cardiology Research   2011 - 2013
Morgan Stanley Private Wealth Management   June 2007 - September 2007

Skills
Stakeholder Management, Collaborating for..., Achieving Excellence, Resourceful..., Promotions, Street Marketing, Analytical Dexterity, Public Speaking, MS Office Applications, Clean Driving License, Office Administration, Good Clinical Practice..., IATA (Dangerous Goods..., Health and Safety..., Hospitality All-Rounder, Events Manager, Field Experience..., Budgeting, Customer Service..., Excellent Phone Manner, Highly Professional, Networking/ Social or..., Research Coordination, Budgets, Research, Hospitals, Microsoft Office, Human Resources, Process Scheduler, Clinical Trials, Healthcare, Driving License, Administrative..., Microsoft Excel, Leadership, Customer Service, Strategic Planning, PowerPoint, Project Management, Problem Solving, Administrative...

Education
The University of Edinburgh   2006 — 2011
Bachelor's degree, Politics/ Philosophy

The University of Edinburgh   2006 — 2011
Master of Science (MSc), Politics

The Groton School   2002 — 2006
High School Diploma, N/A

Experience
Morgan Stanley Private Wealth Management   January 2012 - Present
Societe Generale  June 2011 - December 2011
Merrill Lynch  June 2010 - August 2010
Nordstrom  June 2009 - August 2009

Skills
Series 7, Series 66, Series 31, Wealth Management, Trading, Finance, Client Services, Hedge Funds, 401k Rollovers, Fund Of Funds

Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance, General

University of Miami   2007 — 2011
BBA, Finance, Accounting, Marketing

University of Sydney   2010 — 2010
Study Abroad

Experience
Hunt Enterprises  May 2013 - Present
Morgan Stanley Private Wealth Management   May 2015 - August 2015
McDonalds Corporation  October 2012 - April 2013
McDonald's Corporation  February 2011 - October 2012
McDonald's Corporation  May 2009 - February 2011

Skills
Restaurants, Food Safety, Food Service, Restaurant Management, Food & Beverage, Cashiering, Time Management, Customer Service, Team Building, Hospitality, Cash Handling Experience, Food, Food Preparation, ServSafe, Catering, Cash Handling, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Public Speaking, Research, Teamwork, Leadership

Education
St. John's University   2013 — 2018
Master’s Degree, BS/MS Accounting and Finance, 3.75/4.00

Commack High School   2009 — 2013
Advanced Regents Diploma, Business

Experience
Morgan Stanley Private Wealth Management   August 2011 - Present
Berry & Berry LLC   October 2009 - August 2011

Skills
PowerPoint, Microsoft Excel, Research, Microsoft Office, Data Analysis, Spanish, Microsoft Word

Education
UC Berkeley   2003 — 2009
Bachelor of Arts, Development Studies

Experience
ICICI Bank  July 2015 - Present
Mizuho Bank (China), Ltd   January 2014 - January 2014
Shanghai Alliance Financial Services Co. Ltd   October 2013 - January 2014
Morgan Stanley Private Wealth Management   July 2013 - August 2013
Globis China Co. Ltd   May 2013 - June 2013

Skills
Financial Modeling, VBA, Bloomberg, Valuation, Equity Research, FX Options, Corporate Finance, Teamwork, Analysis, Foreign Exchange, Microsoft Excel, Data Analysis, Research, Market Research, Finance, Investments, Accounting, Leadership, Economics, Customer Service, PowerPoint

Education
York University - Schulich School of Business   2014 — 2015
Master of Finance, Capital Market

Fudan University   2011 — 2014
Certificate, Finance, General

Shanghai International Studies University   2010 — 2014
Bachelor's degree, International Eonomics(Japanese)

Beijing No.4 high School   2007 — 2010
High school, Science

Experience
Interior Door & Closet Co.   July 2012 - Present
Morgan Stanley Private Wealth Management   March 2012 - July 2012
UCLA  September 2008 - April 2012
UCLA Magazine  April 2010 - September 2010

Skills
Research, Management, Sales, Social Media, Social Networking, Athletics, Microsoft Word, Public Speaking, Facebook

Education
UCLA Extension   2015 — 2016
Finance, General

UCLA   2008 — 2012
Bachelor of Arts (B.A.), Political Science and Government

Mira Costa High School

Experience
American Public Power Association  June 2011 - Present
U.S. House of Representatives   April 2011 - June 2011
U.S. House of Representatives   August 2010 - January 2011
UBS Wealth Management  June 2005 - June 2007
Morgan Stanley Private Wealth Management   November 2004 - June 2005

Skills
Public Policy, Research, Politics, PowerPoint, Social Media, Non-profits, Event Planning, Outlook, Microsoft Office, Microsoft Word, Microsoft Excel, Nonprofits, Public Relations, Coalitions, Bill Paying, Public Speaking, Political Campaigns, Legislative Relations, Government, Policy

Education
University of California, Santa Barbara   2008 — 2010
B.A., Political Science

Experience
Morgan Stanley Private Wealth Management   November 2014 - Present
JSF Financial, LLC  May 2013 - Present
All Star Travel Group   May 2012 - December 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML, Social Networking, Facebook, Public Speaking, Event Management

Education
UCLA Extension   2013 — 2014
Certified Financial Planning

UCLA   2008 — 2012
Bachelor of Arts, History

University of Granada   2010 — 2010
Intermediate, Spanish and Iberian Studies

San Marcos High School, Santa Barbara   2004 — 2008
High School Diploma

Experience
BBVA Compass Investment Solutions  August 2013 - Present
Wells Fargo Advisors  August 2010 - August 2013
Morgan Stanley Private Wealth Management   February 2010 - August 2010

Skills
Investments, New Business Development, Entrepreneurship, Portfolio Management, Team Building, Problem Solving, Entrepreneur, Client Centered, Marketing Strategy, Manage Client..., Marketing, Mutual Funds, Negotiation, Public Speaking, Management, Finance, Financial Services, Sales, Insurance, Wealth Management, Leadership, Financial Advisory, Customer Service, Contract Negotiation, Relationship Management, Social Media, Real Estate, Series 7, Sales Management

Education
University of Kansas
Bachelor of Science Journalism Program

Maranatha Academy
Diploma

Experience
GENPACT - OpenWealth Operations   June 2014 - Present
Morgan Stanley Private Wealth Management   July 2012 - June 2014
Greg Perez & Associates / 2010   June 2010 - July 2010
Citi - Private Bank  June 2007 - August 2007

Skills
Financial Analysis, Access, Data Analysis, Portfolio Management, Accounting, Budgets, Analysis, Forecasting, Investments, Financial Reporting, Financial Accounting, Project Management, Process Improvement, Teamwork, Financial Modeling, Finance, Fixed Income

Education
State University of New York at Buffalo   2008 — 2012
Bachelor of Science (B.S.), FINANCE

Tottenville High School   2004 — 2008
Advanced Regents, Academy of Finance

Experience
Cooper University Health Care  October 2014 - Present
Morgan, Lewis & Bockius LLP   March 2011 - March 2013
Morgan Stanley Private Wealth Management   June 2007 - March 2011
DuPont  July 2006 - December 2006

Skills
Registered Nurse, Basic Life Support (BLS), Microsoft Applications, RSS reader, Cisco Systems, Macromedia, iPub, Adobe Illustrator, WebEx, InterAction, social media..., Certifications : Adobe..., Critical Care

Education
Drexel University, ACE Program   2013 — 2014
Bachelors of Science, Nursing

University of Delaware   2003 — 2007
Bachelor of Science (B.S.), Finance, Marketing

Experience
Morgan Stanley Private Wealth Management   June 2014 - Present
Morgan Stanley Private Wealth Management   April 2013 - June 2014
Brown Brothers Harriman  June 2011 - April 2013
Riverstone Holdings LLC  January 2011 - May 2011
JP Morgan Chase  June 2009 - August 2009

Skills
Finance, Microsoft Excel, Outlook, PowerPoint, Equities, Hedge Funds, Financial Analysis, Asset Managment, Portfolio Management, Investments, Securities

Education
Syracuse University - Martin J. Whitman School of Management   2006 — 2010
Bachelors of Science, Finance and Emerging Enterprise & Entrepreneurship

Experience
Morgan Stanley Private Wealth Management   March 2015 - Present
Wise and Susong   July 2013 - December 2014

Skills
Title Opinions, Mineral Rights, Division Orders, Title Searches, Titles, Gas, Oil/Gas, Petroleum, Abstracting, Natural Gas, Chain of Title, Energy Industry, Operating Agreements, Energy, Shale, BOLO, Land Administration, Easements, Enertia, Deeds, Oil & Gas Industry

Education
University of Alabama
Bachelor of Business Administration (BBA), Business Administration and Management, General

Experience
Oracle  November 2014 - Present
Cain Brothers  July 2012 - September 2014
Bank of America, Global Commercial Banking   June 2011 - August 2011
Morgan Stanley, Private Wealth Management  June 2010 - August 2010
St. Joseph Hospital  May 2009 - July 2009

Skills
Stata, Scheme, Mandarin, spanish, Finance, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Analysis, Bloomberg, Spanish, Microsoft Excel, Competitive Analysis, Portfolio Management, Investment Banking

Education
University of California, Berkeley   2008 — 2012
BA, Economics

Esperanza High School   2004 — 2008
High School

Experience
UBS Financial Services, Inc.   May 2012 - Present
Morgan Stanley Private Wealth Management   March 2011 - May 2012
Morgan Stanley Smith Barney  January 2008 - March 2011
Oppenheimer & Co.   2006 - 2008
BrownCo / JP Morgan   2004 - 2006

Education
Salem State College
Bachelor of Science, Communications

Experience
Morgan Stanley Private Wealth Management   March 2014 - Present
CFA Institute  December 2012 - Present
Morgan Stanley  June 2012 - February 2014
CFA Institute  November 2011 - February 2012
Delta Sigma Pi  April 2011 - December 2011
AXA Advisors  December 2010 - February 2011
AXA Equitable  June 2010 - August 2010

Skills
Microsoft Excel, Microsoft Word, Financial Analysis, Financial Modeling, Technical Analysis, Public Speaking, Presentations, Highly detail oriented, Building Relationships, Analytical Skills, Reports, Credit Derivatives, Interest Rate..., Equity Derivatives, trust trades, FX Derivatives, Trading, Equity Research, Time Management, Fixed Income, Bloomberg, Capital Markets, Financial Services

Education
State University of New York at Buffalo   2008 — 2012
Bachelor of Science (BS), Finance, General, 3.6

Experience
Synchrony Financial  May 2013 - Present
GE Capital  May 2011 - May 2013
Dell  May 2010 - May 2011
University of Texas at Austin, McCombs School of Business  August 2009 - June 2010
Four Seasons Hotels and Resorts  October 2009 - December 2009
Morgan Stanley, Private Wealth Management  June 2004 - July 2009

Skills
Competitive Analysis, Marketing Strategy, Market Research, Business Strategy, Marketing, Project Management, Product Development, Strategic Planning, Financial Analysis, Product Marketing, Leadership, Analysis, Entrepreneurship, Business Planning, Social Media Marketing, CRM, Pricing, Strategy, Sales, Management, Training

Education
The University of Texas at Austin - Red McCombs School of Business   2009 — 2011
MBA, Marketing, Entrepreneurship

University of Virginia   1997 — 2001
B.A., English Language & Literature

Experience
International Financial Solutions   September 2009 - Present
ML Stern and Company   February 2002 - April 2008
Morgan Stanley Private Wealth Management   January 2000 - April 2002
Premiere Technologies  February 1999 - January 2000

Skills
Retirement Planning, Estate Planning, Pensions, Wealth, 401k, Financial Planning, Investment Advisory, Investments, Portfolio Management, Asset Management, Series 7, Mutual Funds, Asset Allocation, Risk Management, Private Equity, Research, Alternative Investments, Equities, Insurance, Fixed Income, Excel, Securities, New Business Development, Small Business, Financial Analysis, Wealth Management, Business Planning, Funding, Banking, Mortgage, Credit, Strategic Planning, Retirement Income..., Loans, Budgeting, Retirement, Cash Flow, Venture Capital, Financial Services, Investment Strategies, Financial Advisory

Education
San Francisco State University   1993 — 1998
Finance, Accounting and Economics

Experience
UBS Private Wealth Management  June 2011 - Present
Morgan Stanley Private Wealth Management   February 2006 - June 2011

Education
Saint Peter's University   1998 — 2000
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Saint Peter's University   1992 — 1996
Bachelor of Science (B.S.), Biology, General

Experience
Achievement First  August 2014 - Present
Teach For America  January 2014 - Present
Morgan Stanley Private Wealth Management   January 2013 - August 2013
Trader Joe's  August 2009 - January 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft SQL Server, Stata, Bloomberg Software, Marketing, Economics, Time Management

Education
University of Maryland - Robert H. Smith School of Business   2010 — 2014
Bachelor's degree, Economics & Finance, 3.4

Experience
Morgan Stanley Private Wealth Management   2003 - Present

Education
University of Massachusetts, Amherst   1998 — 2002

Experience
GE Foundation   2010 - Present
The Fund for Public Schools  2008 - 2010
Morgan Stanley Private Wealth Management   2007 - 2008
Jobs for the Future  2002 - 2006
SCORE! Educational Centers  2000 - 2002

Skills
Management Consulting, Strategic Planning, Business Strategy, Nonprofits, Program Management, Data Analysis, Due Diligence, Marketing Strategy, Business Development

Education
Dartmouth College - The Tuck School of Business at Dartmouth   2006 — 2008
MBA

Stanford University   1996 — 2000
Bachelor of Arts

Experience
UBS  December 2011 - Present
Morgan Stanley Private Wealth Management   April 2007 - December 2011
Merrill Lynch  February 2000 - April 2007

Education
Texas Tech University   1992 — 1996
Business, Marketing

Experience
Fidelity Investments  2015 - Present
Fidelity Investments  2012 - 2015
Fidelity Investments  2011 - 2012
Morgan Stanley Private Wealth Management   2009 - 2011
Citi-Smith Barney, CITI FAMILY OFFICE®   2008 - 2009
Steckler & Wynns Financial Group   2007 - 2007

Education
San Diego State University-California State University
BS/BA, Finance/Financial Services

Experience
Morgan Stanley Private Wealth Management   April 2015 - Present
JP Morgan Private Bank  November 2010 - April 2015
Merrill Lynch  February 2008 - November 2010
UBS  January 2005 - 2008
Mclaughlin, Piven, Vogel Securities   February 2002 - January 2005
Morgan Stanley  September 2000 - November 2001
Brown Brothers Harriman  June 1997 - September 2000

Education
Rutgers University-New Brunswick   1993 — 1997
BA, Labor Relations / Economics

Experience
Wunderlich Securities  April 2013 - Present
Raymond James Morgan Keegan  May 2004 - February 2013
Nandy's Candy, Inc.   May 2002 - April 2004
Morgan Stanley Private Wealth Management   November 2000 - May 2002
Morgan Stanley  September 1998 - November 2000
Interstate Johnson Lane  September 1997 - August 1998
Morgan Keegan & Company, Inc.   November 1995 - August 1997

Skills
Securities License:..., Strategic Planning, Series 7, Investments, Marketing Strategy, Wealth Management, Public Relations, Mutual Funds, Social Media Marketing, Retirement Planning, Series 63, Marketing, Financial Analysis, Sales, Marketing Communications, Financial Services, Portfolio Management, Account Management, Alternative Investments, Securities, Investment Strategies, Asset Allocation, Investment Advisory

Education
University of Kansas   1990 — 1994
Bachelor of Science (B.S.), William Allen White School of Journalism, Business Communication

Experience
JP Morgan  2011 - Present
Barclays Wealth  September 2008 - April 2011
Lehman Brothers  August 2006 - September 2008
Morgan Stanley Private Wealth Management   1998 - 2002

Skills
Series 7, Fixed Income, Prime Brokerage, Hedge Funds, Capital Markets, Equities, Structured Products, Investment Banking, High Yield, Derivatives, Alternative Investments, Credit Derivatives, Equity Derivatives, Securities Lending, Trading Systems

Education
University of Miami - School of Business   1997 — 1999
MBA, Finance

University of Florida   1992 — 1997
BS, Mechanical Engineering

Experience
Morgan Stanley Private Wealth Management   July 2002 - Present
Robertson Stephens  May 1999 - July 2002
Montgomery Securities  August 1993 - May 1999
Arthur Andersen & Co.   August 1987 - June 1991

Education
University of California, Berkeley, Haas School of Business   1991 — 1993
MBA, Finance

University of the Pacific   1983 — 1987
Bachelor's of Science, Business Administration and Management, General

Experience
First Republic Private Wealth Management  2013 - Present
Morgan Stanley Private Wealth Management   2008 - 2013
Citigroup  2007 - 2008
Citi  2002 - 2007
Citigroup  1995 - 2002

Skills
Securities, Series 7, Investments, Portfolio Management, Wealth Management, Banking, Credit, Finance, Financial Analysis, Financial Services, Equities, Alternative Investments

Education
Willamette University MBA   1994 — 1996
MBA, Finance

Stanford University Graduate School of Business
Executive Education, Finance

University of Oregon
BA, Communications

Experience
Morgan Stanley Private Wealth Management   April 2011 - Present
Morgan Stanley  August 2009 - April 2011
Morgan Stanley  May 2007 - August 2009
AllianceBernstein  October 2005 - April 2007

Skills
Series 7, Alternative Investments, Hedge Funds, Wealth Management, Creative Problem Solving, Equity Trading, Asset Allocation, Project Management

Education
Syracuse University - Martin J. Whitman School of Management   2001 — 2005
BS, Finance, Marketing, Economics (minor)

Experience
Peters Capital Group   June 2015 - Present
Cortex Capital   March 2013 - June 2015
Kleinheinz Capital Partners  August 2007 - February 2013
Bear Stearns  July 2006 - July 2007
Morgan Stanley Private Wealth Management   February 2005 - June 2006
EMC Mortgage Corp  June 2004 - February 2005

Skills
Valuation, Financial Modeling, Financial Analysis, Due Diligence, Bloomberg, Equities, Investment Banking, Hedge Funds

Education
Texas Christian University   2001 — 2005
BBA, Finance & International Economics

Experience
Wells Fargo Bank  December 2007 - Present
First Federal Bank of California  2004 - 2006
Merrill Lynch  2003 - 2004
Morgan Stanley Private Wealth Management   2000 - 2003
Donaldson Lufkin & Jenrette  1999 - 2000

Education
San Diego State University-California State University   2006 — 2007
MBA, Finance & Entrepreneurship

Experience
Karsten Interiors   September 2014 - Present
Trademark Construction  April 2013 - September 2014
Marek Brothers Systems  September 2011 - April 2013
Marek Brothers Systems  May 1997 - April 2013
Morgan Stanley Private Wealth Management   June 1992 - May 1997

Skills
Construction Management, Pre-construction, Construction, Value Engineering, Change Orders, Contractors, Project Estimation, Constructability, Process Scheduler, Contract Management, Renovation, Subcontracting, Contract Negotiation, Project Management, Budgets, Purchasing, LEED, CPM Scheduling, Primavera P6, Project Bidding, Submittals, Construction Safety, Estimates, MS Project, Estimating, Design-Build, Blueprint Reading, Tenant Improvement, Cost Control, OSHA 30-Hour, RFI, Green Building, Microsoft Project

Education
Sam Houston State University   1987 — 1990
BBA, International Business, Economics

Bellville HS

Bellville HS

Experience
Morgan Stanley Private Wealth Management   September 2012 - August 2013
Single Stop  January 2008 - April 2013
Charles Schwab & Co., Inc   October 2008 - November 2010
Charles Schwab & Co., Inc   February 2005 - October 2008
Charles Schwab & Co., Inc   August 2002 - February 2005
Charles Schwab & Co., Inc   July 1998 - August 2002

Skills
Mutual Funds, Credit, Asset Managment, Securities, Alternative Investments, Business Analysis, Options, Equities, Visio, Wealth Management, Portfolio Management, Fixed Income, Investments, Risk Management, Financial Services, Trust Services, Account Reconciliation

Education
George Washington HS

San Francisco State University
B.S. Business Administration, Finance and General Management

Experience
PwC  July 2015 - Present
DePaul University  September 2014 - June 2015
PricewaterhouseCoopers  June 2014 - August 2014
Morgan Stanley Private Wealth Management   May 2013 - August 2013
North Star Camp for Boys  June 2011 - August 2011

Skills
Microsoft Excel, PowerPoint

Education
DePaul University   2014 — 2015
Master of Accountancy, Accounting, 3.66

Furman University   2010 — 2014
Bachelor of Arts in Accounting, Accounting, 3.16, 3.4 major

Universidad de Salamanca   2012 — 2012
Cursos Internacionales, Spanish Language and Culture

Highland Park High School   2006 — 2010
3.0

Experience
UBS Wealth Management  March 2011 - Present
Morgan Stanley Private Wealth Management   September 1998 - March 2011

Skills
Alternative Investments, Financial Analysis, Integration, Portfolio Management, Equities, Financial Modeling, Investments, Loan Origination, Mutual Funds, Mergers & Acquisitions, Mortgage Lending, Private Equity, Asset Management, Hedge Funds, Financial Services, Investment Banking, Wealth Management, Securities, Data Center, Strategic Planning

Education
University of Arizona   1983 — 1988
Bachelor's degree, Economics

Experience
The Chemours Company  November 2014 - Present
Workforce Partners, LLC   May 2014 - November 2014
Morgan Stanley Private Wealth Management   June 2013 - August 2013
M Financial Planning Services   June 2012 - August 2012
OHL  2012 - 2012

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Financial Analysis, Microsoft Word, Research, Teamwork, Outlook, Data Analysis, Bloomberg Terminal, Morningstar, Public Speaking, Access, Customer Service

Education
Saint Joseph's University   2010 — 2014
Finance and Economics, Cum GPA: 3.40/4.00. Finance Major GPA: 3.74/4.00. Economic Major GPA:3.68/4.00

The Kent School

Experience
Morgan Stanley Private Wealth Management   May 2009 - Present
Goldman Sachs  February 2000 - May 2009

Skills
Series 7

Education
Stonehill College   1993 — 1997

Experience
Morgan Stanley Private Wealth Management   November 1998 - Present
CIBC Wealth Management  January 1994 - November 1998

Skills
Asset Management, Asset Allocation, Asset Protection

Education
Southern Methodist University   1973 — 1977
BBA, Accounting

Southern Methodist University
JD, Law

Experience
Morgan Stanley Wealth Management  October 2012 - Present
Morgan Stanley Private Wealth Management   August 2006 - Present

Education
University of Georgia - Terry College of Business   1998 — 2002
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General

Experience
Morgan Stanley Private Wealth Management   October 2014 - Present

Education
Suffolk University - Sawyer Business School   2012 — 2015
Finance, General