Morgan Stanley Trust

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Morgan Stanley Trust Employees

Employee
Years
Job
Industry
Michael Alcaide Michael Alcaide Greater New York City Area Details
Michael Alcaide's Morgan Stanley Trust Experience May 2001 - November 2002
Job Inspiring the world one person at a time!
Industry Information Technology and Services
Experience
Trust X Alliance   January 2015 - Present
Fidelus Technologies  January 2013 - Present
Fidelus Technologies  January 2010 - January 2013
Fidelus Technologies  December 2006 - January 2010
Commvault  November 2005 - December 2006
Liz Claiborne  November 2002 - November 2005
Morgan Stanley Trust   May 2001 - November 2002
dELiA's  March 1999 - December 2000
Commtract Corporation Of NY   March 1996 - March 1999

Skills
Unified Communications, Unified Messaging, Voice Mail, Call Control, Enterprise..., Complex Solutions, IP PBX, IP Phones, Mobility Solutions, PBX, IVR, ACD, Call Routing, Telecommunications..., ShoreTel, Avaya, Audix, Cisco, Cisco Call Manager, Telephony Systems, Voice Networks, Cisco Technologies, Strategy, Telecommunications, Solutions Marketing, Network Engineering, Telephony, Data Center, Telepresence, Disaster Recovery, VoIP, Managed Services, WAN, Networking, SIP, Virtualization, Enterprise Software, Cellular Communications, Switches, IP, Cloud Computing, MPLS, Network Design, SaaS, Vendor Management, Management, Video Conferencing, Leadership, Call Centers, QoS

Education
Rutgers, The State University of New Jersey-Newark

Capella University

GraziaAnna Barberi GraziaAnna Barberi Greater New York City Area Details
GraziaAnna Barberi's Morgan Stanley Trust Experience 2008 - 2009
Job Tiffany & Co
Industry Luxury Goods & Jewelry
Experience
Tiffany & Co.   April 2012 - Present
Bloomingdale's  November 2011 - April 2012
Links of London  April 2009 - November 2011
Morgan Stanley Trust   2008 - 2009

Skills
Retail, Merchandising, Inventory Management, Management, Fashion, Jewelry, Sales, Luxury Goods, Visual Merchandising, Wholesale, Store Management, Apparel, Store Operations, Watches, Retail Sales, Trend Analysis

Education
Caldwell University   2002 — 2008
MBA, Business Management

Anthony L. Ferrara Anthony L. Ferrara Greater New York City Area Details
Anthony L. Ferrara's Morgan Stanley Trust Experience June 2004 - December 2007
Job Associate Director at UBS
Industry Financial Services
Experience
UBS  February 2013 - Present
Morgan Stanley Private Bank, N.A.   January 2011 - January 2013
Morgan Stanley Trust, N.A.   September 2009 - December 2010
Morgan Stanley Trust, N.A.   January 2008 - August 2009
Morgan Stanley Trust   June 2004 - December 2007

Skills
Series 7, Series 66, Uniform Combined State..., Equities, High Net Worth..., Mutual Funds, Fixed Income, Trust Services, Wealth Management, Asset Management, Investments, Portfolio Management, Estate Planning, Financial Services, Investment Advisory, Wealth Management..., Strategic Financial..., Series 63, Financial Advisory, Securities, Risk Management, Banking, Private Banking, Investment Management, Retirement Planning, Bonds, Bloomberg, FINRA, Asset Allocation, Alternative Investments, Investment Strategies, Wealth, Retirement, Capital Markets, ETFs, Private Equity, Series 24, Series 65, AML, Financial Planning

Education
Frostburg State University   1993 — 1995
Bachelor of Science (BS), Finance and Financial Management Services

Orange County Community College   1990 — 1992
Finance, General

Middletown High School   1985 — 1988

Ed Gil Ed Gil Greater New York City Area Details
Ed Gil's Morgan Stanley Trust Experience September 1998 - April 2005
Job President and Head Consultant at Eddy Gil & Associates
Industry Investment Banking
Experience
Eddy Gil & Associates   April 2005 - Present
Morgan Stanley Trust   September 1998 - April 2005

Education
Nova Southeastern University   1974 — 1977
MBA, Management

Mark Zener Mark Zener Phoenix, Arizona Area Details
Mark Zener's Morgan Stanley Trust Experience 2002 - 2007
Job CFO Chief Financial Officer at First Trace Inc
Industry Financial Services
Experience
First Trace Inc   August 2011 - Present
Equitunity Funds Mgmt. Co., LLC   December 2009 - Present
Aztore Capital   December 2009 - Present
Northern Trust  May 2007 - July 2010
Morgan Stanley Trust   2002 - 2007
Prudential Bank and Trust Company   2000 - 2002
Merrill Lynch Trust Company  1999 - 2000
Firstar Trust Company   1989 - 1999
Mark E. Zener Consulting   January 1988 - January 1989
Western Savings and Loan  January 1985 - January 1988

Skills
Private Placements, China Business..., Private Equity, Intercultural..., Complex Data Management, Workflow Solutions, Document Management, Enterprise Software

Education
Nova Southeastern University   1986 — 1997
Doctor, Business Administration

Boise State University   1977 — 1979
MBA, Masters, Business Administration; Finance emphasis

Idaho State University   1967 — 1972
BA, Bachelors of Arts, Political Science - Pre

Carnell E. Willis Carnell E. Willis Greater New York City Area Details
Carnell E. Willis's Morgan Stanley Trust Experience June 2005 - October 2007
Job Advisor Support Analyst at Royal Alliance Financial Services
Industry Financial Services
Experience
AIG Advisor Group Royal Alliance Financial Sevice   September 2008 - Present
METLIFE SECURITIES  October 2007 - June 2008
MORGAN STANLEY TRUST   June 2005 - October 2007
IDT Corporation  January 2004 - June 2005
IDT Corporation  January 2003 - June 2005
Prudential Investments  November 1999 - May 2001
ARCHIE JACOBSON / QUAILS   April 1997 - November 1999
MFS INTELENET COMPANY   November 1994 - March 1997
CARNELL E. WILLIS   December 1992 - October 1994
Bell Communications Research  July 1990 - November 1992

Skills
Customer Service, Microsoft Office, Microsoft Excel, Financial Analysis, Banking, Risk Management, Strategic Planning, Project Management, Business Analysis, Investments, Management, Microsoft Word, PowerPoint, Business Strategy, Change Management, Process Improvement, Portfolio Management, Financial Modeling, Sales, Accounting

Education
Middlesex County Community College
Business Management

Oakwood College
Liberal Arts

T. Paige Betz T. Paige Betz Greater New York City Area Details
T. Paige Betz's Morgan Stanley Trust Experience 2000 - 2003
Job Vice President and Trust Officer
Industry Financial Services
Experience
Citi Trust  June 2007 - Present
New York Presbyterian Hospital  2006 - June 2007
The New York Botanical Garden  2005 - 2005
New York Academy of Medicine  2004 - 2005
Morgan Stanley Trust   2000 - 2003

Skills
Wealth Management, Estate Planning, Investments, Strategic Financial..., Asset Managment, Asset Management, Financial Modeling, Alternative Investments, Finance, High Net Worth..., Wealth Management..., Series 7, Retirement Planning, Portfolio Management, Equities, Philanthropy, Private Banking, Securities, Asset Allocation, Mutual Funds, Valuation, Investment Advisory, Banking, Fixed Income, Investment Management, Trust Services, Financial Services, Investment Strategies, Financial Planning

Education
New York University   2010 — 2013
Certificate in Grantmaking and Foundations

University of Georgia School of Law   1992 — 1995
JD

Texas Christian University
BA, Art History/History

Jane (Jane Corwin) Danek Jane (Jane Corwin) Danek Princeton, New Jersey Details
Jane (Jane Corwin) Danek's Morgan Stanley Trust Experience December 2001 - February 2005
Job Deputy Director of Gift Planning and Senior Philanthropic Advisor at Princeton University
Industry Philanthropy
Experience
Princeton University  February 2005 - Present
Morgan Stanley Trust   December 2001 - February 2005
Merrill Lynch Trust   October 1995 - August 2001

Skills
Philanthropy, Annual Giving, Leadership, Endowments, Planned Giving, family philanthropy, Charitable Trusts, charitable trust..., family foundations, Management, Board Development, Non-profit..., Public Relations, Marketing, Strategic Planning, Alumni Relations, Strategy, Volunteer Management, Program Management, Prospect Research

Education
Boston University School of Law   1983 — 1986
JD, Trusts and Estates

Syracuse University   1980 — 1983
Bachelor of Arts (BA) with Honors, Art History/Political Science

Northern Valley Regional High School Old Tappan   1976 — 1980

Shelley Cabangon Shelley Cabangon West Palm Beach, Florida Area Details
Shelley Cabangon's Morgan Stanley Trust Experience October 1999 - May 2007
Job Attorney experienced in Personal Trusts and Financial Planning
Industry Financial Services
Experience
PNC Wealth Management  November 2010 - Present
Cabangon-Kovrei Family   June 2009 - October 2010
Jacobs Law Firm, P.C.   November 2008 - May 2009
Wachovia Bank, N.A.   June 2007 - October 2008
Morgan Stanley Trust   October 1999 - May 2007
The Ayco Company, LP  June 1998 - September 1999

Skills
Estate Planning, Legal Writing, Strategic Financial..., Legal Research, Trust Services, Retirement Planning, Wealth Management, Wealth Management..., Securities, Wealth, Investment Advisory, High Net Worth..., Asset Allocation, Trusts

Education
Boston University School of Law   1997 — 1998
LL.M., Taxation

New England Law: Boston   1994 — 1997
J.D.

University of Florida   1989 — 1993
B.A., English

Gerald McEvoy Gerald McEvoy Greater New York City Area Details
Gerald McEvoy's Morgan Stanley Trust Experience 1997 - 2004
Job Adjunct Professor at Berkeley College
Industry Financial Services
Experience
Berkeley College  September 2010 - Present
Weichert Realtors  August 2009 - Present
Guardian Trust Company  2004 - 2009
Morgan Stanley Trust   1997 - 2004
morgan stanley trust   1996 - 2004
Lincoln SAVINGS BANK  1971 - 1994
lincoln savings bank  1971 - 1994
lincoln savings bank  1970 - 1994

Skills
Real Estate, Compliance, Policy, Banking, Negotiation, Contract Negotiation

Education
New York Law School   1981 — 1985
JD, Law

City University of New York-Herbert H. Lehman College   1966 — 1970
BA, Economics

Bishop Reilly High School   1962 — 1966
new york

Thomas Mayer Thomas Mayer Greater Los Angeles Area Details
Thomas Mayer's Morgan Stanley Trust Experience 2002 - 2008
Job Director & Senior Trust Officer at Deutsche Bank Private Wealth Management
Industry Banking
Experience
Deutsche Bank Private Wealth Management  April 2008 - Present
Morgan Stanley Trust   2002 - 2008
City National Bank  2001 - 2002
California Bank & Trust  1999 - 2001
Sanwa Bank  1998 - 1999
Fiduciary Trust International of California   1993 - 1997
Sanwa Bank  1987 - 1992

Education
Claremont Graduate University   2002 — 2003
MBA, Finance

Colgate University   1983 — 1987
BA, Economics

Jack Palazzo Jack Palazzo Greater New York City Area Details
Jack Palazzo's Morgan Stanley Trust Experience February 2003 - February 2007
Job Vice President Data Assurance Department
Industry Financial Services
Experience
Bank of Tokyo-Mitsubishi UFJ  May 2013 - Present
The Bank of Tokyo-Mitsubishi UFJ, Ltd.   February 2010 - April 2013
Morgan Stanley & Co  February 2007 - February 2009
Morgan Stanley Trust   February 2003 - February 2007
Morgan Stanley Trust   October 2002 - February 2003
Snelling Personnel Services  May 2000 - September 2001

Skills
Access, Business Objects, Crystal Reports, XP, Windows Server, VBA, DB2/SQL, Oracle SQL, SDLC, Windows XP, User Acceptance Testing, Risk Management, Integration, Fixed Income, Finance, Databases, Data Warehousing, Business Intelligence, Business Requirements, Business Analysis, Analysis

Education
Monmouth University   1997 — 2002
B.S, Business Economics

Christian Brothers Academy   1994 — 1997
HS

Katherine Abate Katherine Abate Greater New York City Area Details
Katherine Abate's Morgan Stanley Trust Experience July 2000 - December 2002
Job SVP and Director, Trust Services at Northeastern Regional Bank
Industry Investment Management
Experience
Northeastern Regional Bank   November 2011 - Present
Fiduciary Trust Company International  July 2007 - January 2011
Franklin Templeton Bank and Trust   July 2007 - March 2010
Fiduciary Trust Company International  January 2006 - July 2007
Windels Marx Lane and Mittendorf   December 2002 - January 2006
Morgan Stanley Trust   July 2000 - December 2002
The Ayco Company  August 1998 - July 2000

Skills
Managment, Estate Planning, Trusts, Probate, Estate Administration, Wills, Estate Tax Planning, Financial Planning, Trust Services, Gift Tax, High Net Worth..., Asset Allocation, Investments, Wealth Management, Management, Strategic Financial..., Wealth Management...

Education
Brooklyn Law School   1994 — 1997
Juris Doctor, Law

Adelphi University   1990 — 1994
B.S., Management

Debora Acosta Debora Acosta Greater New York City Area Details
Debora Acosta's Morgan Stanley Trust Experience December 2001 - June 2009
Job Human Resources Professional
Industry Financial Services
Experience
Colgate Palmolive  November 2011 - Present
Morgan Stanley  December 2001 - June 2009
Morgan Stanley Trust   December 2001 - June 2009
BNY Mellon  October 1999 - November 2001
AmeriChoice  April 1996 - October 1999

Skills
Management, Training, Process Improvement, Microsoft Office, PowerPoint, Interviews, Financial Services, Customer Service, Call Center, Employee Benefits, Microsoft Excel, Mutual Funds, Time Management, Business Analysis, Microsoft Word, Spanish, Human Resources, Analysis, Coaching, Banking

Education
Barnard College
Bachelor's Degree, Spanish and Latin American Cultures

Milton Academy
High School/Secondary Diploma Programs

Karen Alegria, Esq. Karen Alegria, Esq. New York, New York Details
Karen Alegria, Esq.'s Morgan Stanley Trust Experience 2000 - 2002
Job Fiduciary Officer, Vice President
Industry Investment Management
Experience
BNY Mellon Wealth Management  February 2011 - Present
Bank of New York Mellon  2005 - 2011
New York Life Trust Company   2004 - 2005
Morgan Stanley Trust   2000 - 2002

Skills
Personal Trust..., Fiduciary Services

Education
Seton Hall University School of Law   1995 — 1998
Juris Doctor

Hampton University, Hampton, VA   1990 — 1994
Bachelor of Arts, Political Science

Melissa Previte Melissa Previte Pennington, New Jersey Details
Melissa Previte's Morgan Stanley Trust Experience July 2002 - July 2003
Job Senior Vice President at Bank of America
Industry Banking
Experience
Bank of America/Merrill Lynch Trust Company   January 2008 - Present
Merrill Lynch Trust Company  July 2003 - December 2007
Morgan Stanley Trust   July 2002 - July 2003

Skills
Certified Trust and..., Proficient in Word,...

Education
New England School of Law   1992 — 1995
Doctor of Law (J.D.)

Rutgers University   1986 — 1990
Bachelor of Arts (B.A.), Psychology/German