Morgan Stanley/Dean Witter
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Customer service: 1 (888) 454-3965 CEO: James P. Gorman (Jan 1, 2010–) Headquarters: New York City, NY Assets under management: 482 billion USD (2017) Revenue: 37.94 billion USD (2017) Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($865 B). wikipedia.org
Morgan Stanley/Dean Witter List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley/Dean Witter. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Morgan Stanley/Dean Witter Salaries. You can even request information on how much does Morgan Stanley/Dean Witter pay if you want to. Learn about salaries, pros and cons of working for Morgan Stanley/Dean Witter directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
25 Morgan Stanley/Dean Witter employees in database. Find out everything there's to know about Morgan Stanley/Dean Witter employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley/Dean Witter Employees
Employee
Years
Job
Industry
Tandi Newman Tandi Newman's Morgan Stanley/Dean Witter Experience 1987 - 1991
Job Co Owner at TJN
Industry Transportation/Trucking/Railroad
Experience
JB Hunt Transport Services, Inc. 2011 - Present
TJN April 1996 - Present
Morgan Stanley/Dean Witter 1987 - 1991
Skills
Truckload, Trucking, Transportation, Transportation..., LTL, Logistics, 3PL, Freight, Container, Logistics Management, Shipping, Supply Chain, Fleet Management, Freight Forwarding, Air Freight
Education
University of Arkansas at Fayetteville
BSBA, Finance, General
JB Hunt Transport Services, Inc. 2011 - Present
TJN April 1996 - Present
Morgan Stanley/Dean Witter 1987 - 1991
Skills
Truckload, Trucking, Transportation, Transportation..., LTL, Logistics, 3PL, Freight, Container, Logistics Management, Shipping, Supply Chain, Fleet Management, Freight Forwarding, Air Freight
Education
University of Arkansas at Fayetteville
BSBA, Finance, General
Yvonne Watson Yvonne Watson's Morgan Stanley/Dean Witter Experience March 1984 - February 1999
Job Director of Finance & Administration at Asian & Pacific Islander Wellness Center
Industry Accounting
Experience
Asian & Pacific Islander Wellness Center October 2011 - Present
Black Coalition on AIDS April 2003 - February 2011
Morgan Stanley/Dean Witter March 1984 - February 1999
Skills
Accounting, Internal Controls, Financial Analysis, Non-profits, Budgets, Non-profit..., Grants, Monthly Close, Revenue Recognition, Consolidated Financial..., Year-end Close, GAAP, Monthly Closing, FRx, Accounting System, Financial Statements, Financial Reporting, Year End Accounts, Cash Flow Forecasting, General Ledger, Microsoft Excel, Corporate Budgeting
Education
Golden Gate University
Master of Science (MST), Taxation
Wharton School, University of Pennsylvania
Bachelor of Science (B.S.), Accounting
Asian & Pacific Islander Wellness Center October 2011 - Present
Black Coalition on AIDS April 2003 - February 2011
Morgan Stanley/Dean Witter March 1984 - February 1999
Skills
Accounting, Internal Controls, Financial Analysis, Non-profits, Budgets, Non-profit..., Grants, Monthly Close, Revenue Recognition, Consolidated Financial..., Year-end Close, GAAP, Monthly Closing, FRx, Accounting System, Financial Statements, Financial Reporting, Year End Accounts, Cash Flow Forecasting, General Ledger, Microsoft Excel, Corporate Budgeting
Education
Golden Gate University
Master of Science (MST), Taxation
Wharton School, University of Pennsylvania
Bachelor of Science (B.S.), Accounting
Andrew Krosnowski Andrew Krosnowski's Morgan Stanley/Dean Witter Experience September 1985 - April 1999
Job President Krosnowski & Scott, LLC, Senior Financial Consultant at First Allied Securities, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
First Allied Securities April 1999 - Present
Morgan Stanley/Dean Witter September 1985 - April 1999
Morgan Stanley September 1985 - April 1999
Skills
Investments, Interviews, Strategic Financial..., Retirement, Wealth Management, Finance, Tax, Retirement Planning, Financial Advisory, Insurance, Portfolio Management, Strategic Planning, Investment Advisory, Mutual Funds, Financial Analysis, Asset Allocation, Series 7, Investment Strategies, Asset Management
Education
Lehigh University - College of Business and Economics 1981 — 1985
Batchelor of Science in Business & Economics, Finance
First Allied Securities April 1999 - Present
Morgan Stanley/Dean Witter September 1985 - April 1999
Morgan Stanley September 1985 - April 1999
Skills
Investments, Interviews, Strategic Financial..., Retirement, Wealth Management, Finance, Tax, Retirement Planning, Financial Advisory, Insurance, Portfolio Management, Strategic Planning, Investment Advisory, Mutual Funds, Financial Analysis, Asset Allocation, Series 7, Investment Strategies, Asset Management
Education
Lehigh University - College of Business and Economics 1981 — 1985
Batchelor of Science in Business & Economics, Finance
Jack Yurachek Jack Yurachek's Morgan Stanley/Dean Witter Experience May 1997 - March 1998
Job SVP Director of Business Initiatives at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2005 - Present
Wachovia Securities April 1999 - May 2005
First Union Securities April 1998 - April 1999
Morgan Stanley/Dean Witter May 1997 - March 1998
Skills
Series 7, Investments, Finance, Mergers & Acquisitions
Education
Appalachian State University 1989 — 1993
BA, Finance and Real Estate
Wells Fargo Advisors, LLC April 2005 - Present
Wachovia Securities April 1999 - May 2005
First Union Securities April 1998 - April 1999
Morgan Stanley/Dean Witter May 1997 - March 1998
Skills
Series 7, Investments, Finance, Mergers & Acquisitions
Education
Appalachian State University 1989 — 1993
BA, Finance and Real Estate
Pete Ori Pete Ori's Morgan Stanley/Dean Witter Experience 1986 - 1990
Job Broker at TJM Holdings, LLC
Industry Financial Services
Experience
TJM Holdings, LLC April 2014 - Present
ProriTrading 2002 - Present
Lotus Brokerage Services/Forexmeta 2009 - 2012
Trader Outlook, LLC 2009 - 2011
Spike Trading March 2002 - January 2006
Commerzbank AG 1999 - 2002
SMBC Nikko Capital Markets Limited 1997 - 1999
Newedge/FIMAT FUTURES 1995 - 1997
HSBC 1990 - 1995
Morgan Stanley/DEAN WITTER 1986 - 1990
Skills
Trading, Options, Series 3, Electronic Trading, Trading Systems, FX, Technical Analysis, Commodities, Financial Markets, Fixed Income, Bonds, Currency, Trading Strategies, Hedging, Proprietary Trading, Commodity, FINRA, FX Options, Derivatives, Equities, Financial Risk, Hedge Funds, FX trading, Investments, Equity Trading, Alternative Investments, Portfolio Management, Asset Management, Brokerage, Bloomberg, Capital Markets, ETFs, Emerging Markets, Investment Strategies, Securities, Investment Management, Asset Allocation, Investment Advisory, Managed Futures, Foreign Exchange, Traders, Options Strategies, Risk Management, Management, Financial Analysis, Analysis, FX Trading
Education
Triton College 1982 — 1984
none, music and business
Gordon Tech 1977 — 1981
St Ferdinand 1967 — 1977
TJM Holdings, LLC April 2014 - Present
ProriTrading 2002 - Present
Lotus Brokerage Services/Forexmeta 2009 - 2012
Trader Outlook, LLC 2009 - 2011
Spike Trading March 2002 - January 2006
Commerzbank AG 1999 - 2002
SMBC Nikko Capital Markets Limited 1997 - 1999
Newedge/FIMAT FUTURES 1995 - 1997
HSBC 1990 - 1995
Morgan Stanley/DEAN WITTER 1986 - 1990
Skills
Trading, Options, Series 3, Electronic Trading, Trading Systems, FX, Technical Analysis, Commodities, Financial Markets, Fixed Income, Bonds, Currency, Trading Strategies, Hedging, Proprietary Trading, Commodity, FINRA, FX Options, Derivatives, Equities, Financial Risk, Hedge Funds, FX trading, Investments, Equity Trading, Alternative Investments, Portfolio Management, Asset Management, Brokerage, Bloomberg, Capital Markets, ETFs, Emerging Markets, Investment Strategies, Securities, Investment Management, Asset Allocation, Investment Advisory, Managed Futures, Foreign Exchange, Traders, Options Strategies, Risk Management, Management, Financial Analysis, Analysis, FX Trading
Education
Triton College 1982 — 1984
none, music and business
Gordon Tech 1977 — 1981
St Ferdinand 1967 — 1977
Frank J DeVito Frank J DeVito's Morgan Stanley/Dean Witter Experience 1984 - 1998
Job Controller at Short Hills Aviation Services, LLC
Industry Financial Services
Experience
Short Hills Aviation, LLC March 2012 - Present
Weichert Realtors, Madison, NJ Office June 2010 - Present
H & R Block December 2008 - April 2009
Madison Area YMCA 2003 - 2009
School District of the Chathams April 1999 - April 2006
Morgan Stanley/Dean Witter 1984 - 1998
Dean Witter 1984 - 1998
Merrill Lynch 1978 - 1984
Skills
Accounting, Management, Research, Financial Analysis, Asset Management, Fundraising, Budgets, Finance, Sales, Financial Services, Leadership, Strategic Planning, Financial Reporting, Forecasting, Investments, Microsoft Excel, Strategic Financial..., Not for Profit Board..., Payroll, Managerial Finance
Education
Pace University 1982 — 1989
MBA, Accounting/Financial Management
Fordham University 1972 — 1976
BS, Accounting
Fordham Prep 1968 — 1972
Bachelor of Science (BS), Accounting
Short Hills Aviation, LLC March 2012 - Present
Weichert Realtors, Madison, NJ Office June 2010 - Present
H & R Block December 2008 - April 2009
Madison Area YMCA 2003 - 2009
School District of the Chathams April 1999 - April 2006
Morgan Stanley/Dean Witter 1984 - 1998
Dean Witter 1984 - 1998
Merrill Lynch 1978 - 1984
Skills
Accounting, Management, Research, Financial Analysis, Asset Management, Fundraising, Budgets, Finance, Sales, Financial Services, Leadership, Strategic Planning, Financial Reporting, Forecasting, Investments, Microsoft Excel, Strategic Financial..., Not for Profit Board..., Payroll, Managerial Finance
Education
Pace University 1982 — 1989
MBA, Accounting/Financial Management
Fordham University 1972 — 1976
BS, Accounting
Fordham Prep 1968 — 1972
Bachelor of Science (BS), Accounting
Lisa Otero Lisa Otero's Morgan Stanley/Dean Witter Experience 1994 - 1995
Job Benefit Communication and Implementation Specialist
Industry Insurance
Experience
Benefit Communications/ BenComm December 2014 - Present
Colonial Life December 2014 - Present
LaRocca & Associates 2007 - 2014
CompBenefits 2005 - 2007
BenefitPort (now BenefitMall) August 2002 - 2005
Morgan Stanley/Dean Witter 1994 - 1995
Skills
Employee Benefits, Insurance, Health Insurance, Health Savings Accounts, Open Enrollment, Sales, Risk Management, Customer Service, Brokers, Vendor Management, Disability Insurance, Life Insurance, Management, Software Documentation, Process Improvement, Sales Presentations, Employee Wellness, Flexible Spending..., Customer Retention, Term Life Insurance, Business Analysis, Client Presentation, Enrollment Services, Manage Client..., Presentations, Long-term Customer..., Account Management, Presentation Development, Change Management, Project Management, Requirements Analysis, Escalation Resolution, Marine Insurance, Aviation Insurance, Customer Engagement, Travel, PowerPoint, Communication Skills, Benefits Administration, Benefit Communication, Enrollment Management
Education
Lynn University
Benefit Communications/ BenComm December 2014 - Present
Colonial Life December 2014 - Present
LaRocca & Associates 2007 - 2014
CompBenefits 2005 - 2007
BenefitPort (now BenefitMall) August 2002 - 2005
Morgan Stanley/Dean Witter 1994 - 1995
Skills
Employee Benefits, Insurance, Health Insurance, Health Savings Accounts, Open Enrollment, Sales, Risk Management, Customer Service, Brokers, Vendor Management, Disability Insurance, Life Insurance, Management, Software Documentation, Process Improvement, Sales Presentations, Employee Wellness, Flexible Spending..., Customer Retention, Term Life Insurance, Business Analysis, Client Presentation, Enrollment Services, Manage Client..., Presentations, Long-term Customer..., Account Management, Presentation Development, Change Management, Project Management, Requirements Analysis, Escalation Resolution, Marine Insurance, Aviation Insurance, Customer Engagement, Travel, PowerPoint, Communication Skills, Benefits Administration, Benefit Communication, Enrollment Management
Education
Lynn University
Ellen Phillips's Morgan Stanley/Dean Witter Experience 1992 - 1994
Job Founder/Managing Broker Loop Apartments
Industry Real Estate
Experience
Loop Apartments January 2007 - Present
popUP Events Chicago November 2014 - January 2015
Zrent, Planned Property Management, Homestead Group March 2004 - December 2006
Resource Financial Corp. January 2001 - June 2003
Cyber Eyes, Inc 1997 - 2000
KeyBank 1995 - 1996
Morgan Stanley/Dean Witter 1992 - 1994
Skills
Sales&Marketing, Entrepreneurship, Apartments, Investors, Leases, Condos, Property, Property Management, Leasing, Rental Real Estate, Rental Services, Rentals, Real Estate Transactions, Buyers, Investment Properties, Real Estate, Residential Homes, Sales, Investments, Management, Brokerage, Referrals
Education
Boston University - Graduate School of Management 1989 — 1991
Master of Business Administration (MBA), Finance and Marketing
Cornell University 1987 — 1989
Bachelor of Science (BS) School of Agiculture and Life Sciences (ALS)
Brandeis University 1985 — 1987
Transferred, Liberal Arts and Sciences, General Studies and Humanities
Brighton High School '85
New York State Diploma
Loop Apartments January 2007 - Present
popUP Events Chicago November 2014 - January 2015
Zrent, Planned Property Management, Homestead Group March 2004 - December 2006
Resource Financial Corp. January 2001 - June 2003
Cyber Eyes, Inc 1997 - 2000
KeyBank 1995 - 1996
Morgan Stanley/Dean Witter 1992 - 1994
Skills
Sales&Marketing, Entrepreneurship, Apartments, Investors, Leases, Condos, Property, Property Management, Leasing, Rental Real Estate, Rental Services, Rentals, Real Estate Transactions, Buyers, Investment Properties, Real Estate, Residential Homes, Sales, Investments, Management, Brokerage, Referrals
Education
Boston University - Graduate School of Management 1989 — 1991
Master of Business Administration (MBA), Finance and Marketing
Cornell University 1987 — 1989
Bachelor of Science (BS) School of Agiculture and Life Sciences (ALS)
Brandeis University 1985 — 1987
Transferred, Liberal Arts and Sciences, General Studies and Humanities
Brighton High School '85
New York State Diploma
Nancy L. Daniel, MSA Nancy L. Daniel, MSA's Morgan Stanley/Dean Witter Experience June 1993 - February 2001
Job Financial Advisor/Owner at Crescendo Finance
Industry Financial Services
Experience
CRESCENDO FINANCE LLC June 2007 - Present
Raymond James & Associates July 2004 - April 2007
Smith Barney/Citigroup February 2001 - June 2004
Morgan Stanley/Dean Witter June 1993 - February 2001
Skills
Securities, Retirement, Portfolio Management, 401k Rollovers, Roth IRA, FINRA, 401k, Financial Advisory, Series 65, Strategic Financial..., Saving for Education, Investment Strategies, 529 Plans, College Savings Plans, Series 7, IRAs, Fixed Annuities, Retirement Planning, Investments, Investment Advisory, Insurance, Bonds, Financial Planners, Long-term Care, ETFs, Investment Advisory..., Stocks, Estate Planning, Series 63, Strategic Planning, Strategy, Options, Personal Financial..., Term Life Insurance, Life Insurance, Small Business, Wealth Management, Education Funding, College Education..., Investment Management, Separately Managed..., Employee Benefits, Wealth Accumulation, Municipal Bonds, Asset Allocation, Retirement Savings, Wealth Management..., Wealth, Long Term Care Insurance, Finance
Education
Eastern Michigan University 1980 — 1989
Master of Science, Accounting
Michigan State University 1972 — 1979
Ba/Ba, Music Education/Music Therapy
CRESCENDO FINANCE LLC June 2007 - Present
Raymond James & Associates July 2004 - April 2007
Smith Barney/Citigroup February 2001 - June 2004
Morgan Stanley/Dean Witter June 1993 - February 2001
Skills
Securities, Retirement, Portfolio Management, 401k Rollovers, Roth IRA, FINRA, 401k, Financial Advisory, Series 65, Strategic Financial..., Saving for Education, Investment Strategies, 529 Plans, College Savings Plans, Series 7, IRAs, Fixed Annuities, Retirement Planning, Investments, Investment Advisory, Insurance, Bonds, Financial Planners, Long-term Care, ETFs, Investment Advisory..., Stocks, Estate Planning, Series 63, Strategic Planning, Strategy, Options, Personal Financial..., Term Life Insurance, Life Insurance, Small Business, Wealth Management, Education Funding, College Education..., Investment Management, Separately Managed..., Employee Benefits, Wealth Accumulation, Municipal Bonds, Asset Allocation, Retirement Savings, Wealth Management..., Wealth, Long Term Care Insurance, Finance
Education
Eastern Michigan University 1980 — 1989
Master of Science, Accounting
Michigan State University 1972 — 1979
Ba/Ba, Music Education/Music Therapy
Claudia Thompson's Morgan Stanley/Dean Witter Experience 1997 - 1998
Job Business Development and Support Consultant at Bimini Consulting
Industry Information Technology and Services
Experience
Bimini Consulting June 2007 - Present
Various Non-Profit Organizations February 2001 - Present
EDS 1998 - 2001
Morgan Stanley/Dean Witter 1997 - 1998
Fred Pryor 1996 - 1997
Skills
Fundraising, Event Management, Marketing, Nonprofits, Business Development, Project Management, Business Analysis, Customer Service, Sales, Process Improvement
Education
University of Kansas 1991 — 1995
Bachelor of Arts (B.A.)
Bimini Consulting June 2007 - Present
Various Non-Profit Organizations February 2001 - Present
EDS 1998 - 2001
Morgan Stanley/Dean Witter 1997 - 1998
Fred Pryor 1996 - 1997
Skills
Fundraising, Event Management, Marketing, Nonprofits, Business Development, Project Management, Business Analysis, Customer Service, Sales, Process Improvement
Education
University of Kansas 1991 — 1995
Bachelor of Arts (B.A.)
David Ventimiglia David Ventimiglia's Morgan Stanley/Dean Witter Experience September 2000 - August 2001
Job Data Warehouse Engineer at Say Media
Industry Information Technology and Services
Experience
Say Media November 2013 - Present
Ask.com July 2013 - October 2013
AnythingSocial, Inc. November 2012 - May 2013
Guidewire Software April 2010 - November 2012
Michigan State University January 2006 - March 2010
Michigan State University June 2007 - July 2007
Michigan State University September 2005 - December 2005
Wells Fargo Bank March 2002 - July 2005
Morgan Stanley/Dean Witter September 2000 - August 2001
Oven Digital, Inc. September 1999 - August 2000
Skills
Software Engineering, Java, Unix, Linux, Software Development, SQL, Web Applications, Databases, Agile Methodologies, Java Enterprise Edition, Emacs, Fortran, MySQL, Programming, JUnit, Mathematical Physics, Ant, Shell Scripting, HTML, Git, Object Oriented Design, REST, OOP, XML, Servlets, Maven, Mercurial, Amazon Web Services..., Amazon EC2, Amazon S3, SQLite, PostgreSQL, Tomcat, Awk, Python, XSLT, XPath
Education
Michigan State University 2005 — 2012
Ph.D., Astrophysics
Michigan State University 1989 — 1993
B.S., Astrophysics
Say Media November 2013 - Present
Ask.com July 2013 - October 2013
AnythingSocial, Inc. November 2012 - May 2013
Guidewire Software April 2010 - November 2012
Michigan State University January 2006 - March 2010
Michigan State University June 2007 - July 2007
Michigan State University September 2005 - December 2005
Wells Fargo Bank March 2002 - July 2005
Morgan Stanley/Dean Witter September 2000 - August 2001
Oven Digital, Inc. September 1999 - August 2000
Skills
Software Engineering, Java, Unix, Linux, Software Development, SQL, Web Applications, Databases, Agile Methodologies, Java Enterprise Edition, Emacs, Fortran, MySQL, Programming, JUnit, Mathematical Physics, Ant, Shell Scripting, HTML, Git, Object Oriented Design, REST, OOP, XML, Servlets, Maven, Mercurial, Amazon Web Services..., Amazon EC2, Amazon S3, SQLite, PostgreSQL, Tomcat, Awk, Python, XSLT, XPath
Education
Michigan State University 2005 — 2012
Ph.D., Astrophysics
Michigan State University 1989 — 1993
B.S., Astrophysics
Thomas Kenny's Morgan Stanley/Dean Witter Experience January 1995 - January 2000
Job Sales Management
Industry Financial Services
Experience
TLKE January 2006 - Present
J – V Group January 2002 - January 2006
Market News International January 2001 - January 2002
IDEAGlobal January 2000 - January 2001
Morgan Stanley/Dean Witter January 1995 - January 2000
Nikko Securities International January 1990 - January 1995
Smith Barney Harris Upham January 1980 - January 1990
Skills
Capital Markets, Fixed Income, Equities, Investment Banking, Trading, Financial Markets, Financial Services, Financial Risk, Asset Management, Relationship Management, Options, Alternative Investments, Portfolio Management, FX Options, Management, Derivatives, Finance, Bloomberg, Valuation, Bonds, Risk Management, Banking, Trading Systems, Securities, Financial Analysis, Hedge Funds, Investments, Executive Management, Management Consulting, Economics, Market Data, Market Risk, Credit, Emerging Markets, Consulting, Strategy, Sales, Sales Management, Manage Client..., New Business Development, Executive Sales..., Customer Service, Key Account Development, Key Account Management, Negotiation, Business Strategy, Global Sales, Global Business...
Education
Pace University - Lubin School of Business
MA, Economics
Pace University - Lubin School of Business
BBA, Economics
TLKE January 2006 - Present
J – V Group January 2002 - January 2006
Market News International January 2001 - January 2002
IDEAGlobal January 2000 - January 2001
Morgan Stanley/Dean Witter January 1995 - January 2000
Nikko Securities International January 1990 - January 1995
Smith Barney Harris Upham January 1980 - January 1990
Skills
Capital Markets, Fixed Income, Equities, Investment Banking, Trading, Financial Markets, Financial Services, Financial Risk, Asset Management, Relationship Management, Options, Alternative Investments, Portfolio Management, FX Options, Management, Derivatives, Finance, Bloomberg, Valuation, Bonds, Risk Management, Banking, Trading Systems, Securities, Financial Analysis, Hedge Funds, Investments, Executive Management, Management Consulting, Economics, Market Data, Market Risk, Credit, Emerging Markets, Consulting, Strategy, Sales, Sales Management, Manage Client..., New Business Development, Executive Sales..., Customer Service, Key Account Development, Key Account Management, Negotiation, Business Strategy, Global Sales, Global Business...
Education
Pace University - Lubin School of Business
MA, Economics
Pace University - Lubin School of Business
BBA, Economics
Dipak Parikh's Morgan Stanley/Dean Witter Experience March 1997 - May 1998
Job Senior Technical Support Engineer, AVP at Princeton Financial Systems
Industry Computer Networking
Experience
Princeton Financial Systems, Inc. A State Street Company June 1998 - Present
Morgan Stanley/Dean Witter March 1997 - May 1998
AT&T Global Services November 1996 - December 1997
Skills
SQL, Unix, SDLC, Data Warehousing, Requirements Analysis, Agile Methodologies
Education
New Jersey City University 1983 — 1986
Bachelor's degree, Computer Science, GPA 3.67
Princeton Financial Systems, Inc. A State Street Company June 1998 - Present
Morgan Stanley/Dean Witter March 1997 - May 1998
AT&T Global Services November 1996 - December 1997
Skills
SQL, Unix, SDLC, Data Warehousing, Requirements Analysis, Agile Methodologies
Education
New Jersey City University 1983 — 1986
Bachelor's degree, Computer Science, GPA 3.67
Robert Schreiber's Morgan Stanley/Dean Witter Experience 1986 - 2001
Job Managing Director at Capital Markets IQ
Industry Financial Services
Experience
Capital Markets IQ January 2013 - Present
UBS Wealth Management December 2011 - Present
UBS Wealth Management December 2011 - December 2011
UBS Wealth Management April 2001 - November 2011
Morgan Stanley/Dean Witter 1986 - 2001
Skills
IRAs, Wealth Management, Series 7, Investment Advisory, Asset Allocation, Retirement Planning, Wealth Management..., Alternative Investments, Fixed Income, Series 63, Mutual Funds, Series 65, Investment Strategies, ETFs, Investments, Portfolio Management, Finance, Equities, Capital Markets, Strategic Planning, Public Speaking, Asset Management, Financial Planning, Securities
Education
University of Colorado at Boulder 1970 — 1974
PhD, Biological Psychology
UNC Chapel Hill 1958 — 1965
Bachelor of Science (BSc), History, Pre-Med
Capital Markets IQ January 2013 - Present
UBS Wealth Management December 2011 - Present
UBS Wealth Management December 2011 - December 2011
UBS Wealth Management April 2001 - November 2011
Morgan Stanley/Dean Witter 1986 - 2001
Skills
IRAs, Wealth Management, Series 7, Investment Advisory, Asset Allocation, Retirement Planning, Wealth Management..., Alternative Investments, Fixed Income, Series 63, Mutual Funds, Series 65, Investment Strategies, ETFs, Investments, Portfolio Management, Finance, Equities, Capital Markets, Strategic Planning, Public Speaking, Asset Management, Financial Planning, Securities
Education
University of Colorado at Boulder 1970 — 1974
PhD, Biological Psychology
UNC Chapel Hill 1958 — 1965
Bachelor of Science (BSc), History, Pre-Med
Lucas Meija's Morgan Stanley/Dean Witter Experience January 1987 - November 1996
Job Computer Software Professional
Industry Computer Software
Experience
Merrill Lynch March 2007 - May 2008
Merrill Lynch August 1995 - May 2007
Merrill Lynch November 1996 - March 2007
Morgan Stanley/Dean Witter January 1987 - November 1996
Skills
Integration, User Acceptance Testing, Software Development, Test Planning, Quality Assurance, Requirements Gathering, SDLC, Testing, Requirements Analysis, Business Analysis, Web Applications, Software Project..., Software Documentation, MS Project, Data Warehousing, Disaster Recovery, Systems Analysis, Quality Center
Education
Pratt Institute 1978 — 1981
BSEE, Electrical Engineering
New York City Technical College
A.A.S, Electrical Technology
Pratt Institute
Bachelor of Science, Electrical Engineering
University of Villanova 2008 - 2009
Master Certificate, Business Analysis
Merrill Lynch March 2007 - May 2008
Merrill Lynch August 1995 - May 2007
Merrill Lynch November 1996 - March 2007
Morgan Stanley/Dean Witter January 1987 - November 1996
Skills
Integration, User Acceptance Testing, Software Development, Test Planning, Quality Assurance, Requirements Gathering, SDLC, Testing, Requirements Analysis, Business Analysis, Web Applications, Software Project..., Software Documentation, MS Project, Data Warehousing, Disaster Recovery, Systems Analysis, Quality Center
Education
Pratt Institute 1978 — 1981
BSEE, Electrical Engineering
New York City Technical College
A.A.S, Electrical Technology
Pratt Institute
Bachelor of Science, Electrical Engineering
University of Villanova 2008 - 2009
Master Certificate, Business Analysis
Annemarie McAvoy's Morgan Stanley/Dean Witter Experience November 1993 - March 1998
Job Consultant, attorney and media commentator
Industry Law Practice
Experience
Columbia School of International and Public Affairs January 2015 - Present
Ernst & Young January 2015 - Present
Fordham University School of Law August 2003 - Present
McAvoy PC June 2014 - January 2015
Kings County District Attorneys Office September 2012 - June 2014
McAvoy PC May 2000 - September 2012
Citigroup March 1998 - May 2000
Morgan Stanley/Dean Witter November 1993 - March 1998
US Attorney's Office, EDNY February 1989 - November 1993
Mudge Rose Guthrie Alexander & Ferdon September 1987 - February 1989
Skills
AML, Anti Money Laundering, Appeals, Arbitration, Bankruptcy, Civil Litigation, Commercial Litigation, Courts, Criminal Law, Depositions, Due Diligence, Enforcement, Fraud, Government, Hearings, Internal Investigations, Legal Advice, Legal Research, Legal Writing, Litigation, Management, Personal Injury, Policy, Private Investigations, Public Speaking, Research, Securities, Terrorist Financing, Training, Trials, University Teaching, Securities Regulation, Intellectual Property, Mediation, Corporate Governance, Privacy Law, International Law, Litigation Support, Corporate Law, Westlaw, Lexis, Administrative Law, Constitutional Law, Law Enforcement
Education
Fordham University School of Law 1985 — 1987
JD, Law
Saint John's University School of Law 1984 — 1985
BA, Law
Saint John's University 1982 — 1984
BA, Government, Business and German
Columbia School of International and Public Affairs January 2015 - Present
Ernst & Young January 2015 - Present
Fordham University School of Law August 2003 - Present
McAvoy PC June 2014 - January 2015
Kings County District Attorneys Office September 2012 - June 2014
McAvoy PC May 2000 - September 2012
Citigroup March 1998 - May 2000
Morgan Stanley/Dean Witter November 1993 - March 1998
US Attorney's Office, EDNY February 1989 - November 1993
Mudge Rose Guthrie Alexander & Ferdon September 1987 - February 1989
Skills
AML, Anti Money Laundering, Appeals, Arbitration, Bankruptcy, Civil Litigation, Commercial Litigation, Courts, Criminal Law, Depositions, Due Diligence, Enforcement, Fraud, Government, Hearings, Internal Investigations, Legal Advice, Legal Research, Legal Writing, Litigation, Management, Personal Injury, Policy, Private Investigations, Public Speaking, Research, Securities, Terrorist Financing, Training, Trials, University Teaching, Securities Regulation, Intellectual Property, Mediation, Corporate Governance, Privacy Law, International Law, Litigation Support, Corporate Law, Westlaw, Lexis, Administrative Law, Constitutional Law, Law Enforcement
Education
Fordham University School of Law 1985 — 1987
JD, Law
Saint John's University School of Law 1984 — 1985
BA, Law
Saint John's University 1982 — 1984
BA, Government, Business and German
Cari Myford's Morgan Stanley/Dean Witter Experience June 1987 - December 1997
Job Director, Compensation at Day & Zimmermann
Industry Mechanical or Industrial Engineering
Experience
Day & Zimmermann May 2002 - Present
Unisys 1998 - 2000
Morgan Stanley/Dean Witter June 1987 - December 1997
Skills
Managerial Finance, Executive Pay, Incentive Programs, Job Evaluation, Compensation Structures, Executive Compensation..., merit planning, Compensation Strategies, compensation planning..., Merger & Acquisition..., Merger & Acqusition..., Financial Analysis, Organizational..., Deferred Compensation, Organizational Design, PeopleSoft, HRIS, Succession Planning, Workforce Planning, Human Resources, Process Improvement, Performance Management, Onboarding
Education
The University of Chicago 1982 — 1985
MBA, Finance
Indiana University of Pennsylvania 1977 — 1981
BS, Finance and Mgt Information Systems
Burrell Senior High School 1976 — 1977
Day & Zimmermann May 2002 - Present
Unisys 1998 - 2000
Morgan Stanley/Dean Witter June 1987 - December 1997
Skills
Managerial Finance, Executive Pay, Incentive Programs, Job Evaluation, Compensation Structures, Executive Compensation..., merit planning, Compensation Strategies, compensation planning..., Merger & Acquisition..., Merger & Acqusition..., Financial Analysis, Organizational..., Deferred Compensation, Organizational Design, PeopleSoft, HRIS, Succession Planning, Workforce Planning, Human Resources, Process Improvement, Performance Management, Onboarding
Education
The University of Chicago 1982 — 1985
MBA, Finance
Indiana University of Pennsylvania 1977 — 1981
BS, Finance and Mgt Information Systems
Burrell Senior High School 1976 — 1977
Marina Klin's Morgan Stanley/Dean Witter Experience January 2000 - May 2001
Job Accountant Investment Adviser/ Investment Company Contractor at U. S. Securities and Exchange Commission
Industry Accounting
Experience
U. S. Securities and Exchange Commission - Contractor June 2013 - Present
Bank of America July 2010 - December 2010
Robert Half Finance & Accounting 2009 - 2010
BONY May 2001 - April 2009
bank of new york 2001 - 2009
bank of new york 2001 - 2009
Morgan Stanley/Dean Witter January 2000 - May 2001
morgan stanley 2000 - 2001
Skills
Accounting, Account Reconciliation, Finance, Internal Audit, General Ledger, Financial Statements, Investments, Cash Flow, Analysis, Management, Fund Accounting, Portfolio Management
Education
City University of New York-Brooklyn College 1997 — 1999
BS, Accounting
Bramson ORT 1995 — 1997
AS, Accounting
U. S. Securities and Exchange Commission - Contractor June 2013 - Present
Bank of America July 2010 - December 2010
Robert Half Finance & Accounting 2009 - 2010
BONY May 2001 - April 2009
bank of new york 2001 - 2009
bank of new york 2001 - 2009
Morgan Stanley/Dean Witter January 2000 - May 2001
morgan stanley 2000 - 2001
Skills
Accounting, Account Reconciliation, Finance, Internal Audit, General Ledger, Financial Statements, Investments, Cash Flow, Analysis, Management, Fund Accounting, Portfolio Management
Education
City University of New York-Brooklyn College 1997 — 1999
BS, Accounting
Bramson ORT 1995 — 1997
AS, Accounting
James Giaquinta's Morgan Stanley/Dean Witter Experience June 1992 - January 2007
Job Project Engineer at EBI Consulting
Industry Architecture & Planning
Experience
EBI Consulting February 2011 - Present
EPS/JP Morgan Chase February 2008 - December 2008
Manhattan Construction Corporation June 2007 - February 2008
Morgan Stanley/Dean Witter June 1992 - January 2007
Morgan Stanley 1992 - 2007
Howard R. Goldin Assocates November 1985 - June 1992
The Design Team June 1981 - November 1985
Skills
Architecture, Budgets, Construction, Construction Drawings, Construction Management, Contract Management, Contract Negotiation, Due Diligence, Facilities Management, Feasibility Studies, Interior Design, Leadership, Microsoft Office
Education
City University of New York City College 1981 — 1982
BARCH, Architecture
City University of New York City College 1977 — 1981
B.S., Architecture
Kingsborough Community College 1975 — 1977
Assocates within Liberal Arts, Liberal Arts
EBI Consulting February 2011 - Present
EPS/JP Morgan Chase February 2008 - December 2008
Manhattan Construction Corporation June 2007 - February 2008
Morgan Stanley/Dean Witter June 1992 - January 2007
Morgan Stanley 1992 - 2007
Howard R. Goldin Assocates November 1985 - June 1992
The Design Team June 1981 - November 1985
Skills
Architecture, Budgets, Construction, Construction Drawings, Construction Management, Contract Management, Contract Negotiation, Due Diligence, Facilities Management, Feasibility Studies, Interior Design, Leadership, Microsoft Office
Education
City University of New York City College 1981 — 1982
BARCH, Architecture
City University of New York City College 1977 — 1981
B.S., Architecture
Kingsborough Community College 1975 — 1977
Assocates within Liberal Arts, Liberal Arts
Nardia Rose's Morgan Stanley/Dean Witter Experience May 1999 - June 2000
Job Experience Administrative Professional
Industry Financial Services
Experience
NYC OATH May 2012 - Present
NYC OATH, PARKS & RECREATION 2011 - Present
Mt. Sinai UCC October 2007 - Present
Global Tax & Accounting Inc. January 2010 - May 2011
BNY MELLON CORP May 2007 - October 2007
JPMorgan Chase September 2005 - May 2007
BNY July 2000 - September 2005
Morgan Stanley/Dean Witter May 1999 - June 2000
Skills
Financial Services, Accounting, Management, Finance, Account Reconciliation, Financial Analysis, PeopleSoft, Banking, Spreadsheets, Microsoft Excel, Accounts Receivable, Asset Managment, Accounts Payable, Microsoft Office, Financial Statements, Lotus Notes, Customer Service, Leadership, Auditing, Payroll, Human Resources
Education
Regis University 2001 — 2003
Masters, Business Administration
Brooklyn College (CUNY) 1993 — 1999
B.S, Accounting
NYC OATH May 2012 - Present
NYC OATH, PARKS & RECREATION 2011 - Present
Mt. Sinai UCC October 2007 - Present
Global Tax & Accounting Inc. January 2010 - May 2011
BNY MELLON CORP May 2007 - October 2007
JPMorgan Chase September 2005 - May 2007
BNY July 2000 - September 2005
Morgan Stanley/Dean Witter May 1999 - June 2000
Skills
Financial Services, Accounting, Management, Finance, Account Reconciliation, Financial Analysis, PeopleSoft, Banking, Spreadsheets, Microsoft Excel, Accounts Receivable, Asset Managment, Accounts Payable, Microsoft Office, Financial Statements, Lotus Notes, Customer Service, Leadership, Auditing, Payroll, Human Resources
Education
Regis University 2001 — 2003
Masters, Business Administration
Brooklyn College (CUNY) 1993 — 1999
B.S, Accounting
Nate Robinson, III's Morgan Stanley/Dean Witter Experience February 1998 - September 2001
Job Realtor at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty May 2014 - Present
Keith Settle & Company August 2005 - May 2014
Company August 2005 - May 2014
GE Private Asset Management August 2002 - July 2005
Morgan Stanley/Dean Witter February 1998 - September 2001
Pacific Stock Exchange April 1996 - February 1998
Smith Barney December 1995 - April 1996
Skills
Real Estate, Commercial Real Estate, Management, Residential Homes, Analysis, Negotiation, Marketing, Appraisals, Sales, Project Management, Project Planning, Property
Education
Morehouse College 1990 — 1994
B.A, Political Science
Keller Williams Realty May 2014 - Present
Keith Settle & Company August 2005 - May 2014
Company August 2005 - May 2014
GE Private Asset Management August 2002 - July 2005
Morgan Stanley/Dean Witter February 1998 - September 2001
Pacific Stock Exchange April 1996 - February 1998
Smith Barney December 1995 - April 1996
Skills
Real Estate, Commercial Real Estate, Management, Residential Homes, Analysis, Negotiation, Marketing, Appraisals, Sales, Project Management, Project Planning, Property
Education
Morehouse College 1990 — 1994
B.A, Political Science
Nathan Katz's Morgan Stanley/Dean Witter Experience May 1980 - June 1986
Job Owner, Capital Asset Management Counselors
Industry Financial Services
Experience
Capital Asset Management Counselors January 2006 - Present
UBS/PaineWebber June 1986 - March 2001
Morgan Stanley/Dean Witter May 1980 - June 1986
Merrill Lynch July 1977 - May 1980
Skills
Investments, Strategic Financial..., Investment Strategies, Asset Allocation, Asset Managment, Customer Service, Retirement Planning, Wealth Management, Asset Management, Investment Advisory, Mutual Funds, Small Business, Portfolio Management, Capital Markets, Bonds, Finance, Securities, Financial Advisory, Tax, Wealth, Funding, Retirement, Estate Planning, Wealth Accumulation, Fixed Annuities, Investment Management, Series 7, 401k, Equities, Fixed Income
Education
Lehigh University 1976 — 1978
Finance
Wilkes University 1972 — 1974
Bachelor of Science (BS), Finance, General
Capital Asset Management Counselors January 2006 - Present
UBS/PaineWebber June 1986 - March 2001
Morgan Stanley/Dean Witter May 1980 - June 1986
Merrill Lynch July 1977 - May 1980
Skills
Investments, Strategic Financial..., Investment Strategies, Asset Allocation, Asset Managment, Customer Service, Retirement Planning, Wealth Management, Asset Management, Investment Advisory, Mutual Funds, Small Business, Portfolio Management, Capital Markets, Bonds, Finance, Securities, Financial Advisory, Tax, Wealth, Funding, Retirement, Estate Planning, Wealth Accumulation, Fixed Annuities, Investment Management, Series 7, 401k, Equities, Fixed Income
Education
Lehigh University 1976 — 1978
Finance
Wilkes University 1972 — 1974
Bachelor of Science (BS), Finance, General
Larry Gutsch's Morgan Stanley/Dean Witter Experience June 1970 - December 2005
Job Sr VP at PGR Solutions
Industry Financial Services
Experience
PGR Solutions 2010 - Present
First Financial Equity Corporation 2005 - 2010
Morgan Stanley/Dean Witter June 1970 - December 2005
Skills
Wealth Management, Asset Allocation, Alternative Investments
Education
The University of Kansas 1953 — 1957
BA, Business
PGR Solutions 2010 - Present
First Financial Equity Corporation 2005 - 2010
Morgan Stanley/Dean Witter June 1970 - December 2005
Skills
Wealth Management, Asset Allocation, Alternative Investments
Education
The University of Kansas 1953 — 1957
BA, Business
Anthony Barcia's Morgan Stanley/Dean Witter Experience 1993 - 1999
Job Corporate Actions Analyst at HSBC
Industry Banking
Experience
HSBC March 2014 - Present
Citi December 2012 - March 2014
Credit Suisse 2008 - 2012
Morgan Stanley 2006 - 2008
Credit Suisse 1999 - 2006
Morgan Stanley/Dean Witter 1993 - 1999
Skills
Series 7, Microsoft Excel, Microsoft Word, XSP, Geneva Corporate..., Corporate Actions, Fixed Income, Management, Hedge Funds
Education
Rutgers, The State University of New Jersey-Newark 1981 — 1986
Bachelor of Business Administration (BBA), Marketing, 3.2
HSBC March 2014 - Present
Citi December 2012 - March 2014
Credit Suisse 2008 - 2012
Morgan Stanley 2006 - 2008
Credit Suisse 1999 - 2006
Morgan Stanley/Dean Witter 1993 - 1999
Skills
Series 7, Microsoft Excel, Microsoft Word, XSP, Geneva Corporate..., Corporate Actions, Fixed Income, Management, Hedge Funds
Education
Rutgers, The State University of New Jersey-Newark 1981 — 1986
Bachelor of Business Administration (BBA), Marketing, 3.2
Jonathan Cahill's Morgan Stanley/Dean Witter Experience 1982 - 1983
Job Client Service Director at Robert Half Management Resources
Industry Accounting
Experience
Robert Half Management Resources Client Service DirectorRobert Half Management ResourcesFebruary 2013 - Present
Home January 2009 - December 2012
Grant Thornton LLP July 2007 - January 2009
PwC February 2000 - June 2007
KPMG US November 1998 - February 2000
R/E Tax Analysts June 1998 - February 1999
Ernst & Young March 1996 - June 1998
Easley, McCaleb & Associates, Inc. April 1984 - February 1996
DHL 1983 - 1984
Morgan Stanley/Dean Witter 1982 - 1983
Skills
Tax, Accounting, Financial Analysis, Business Development, Financial Reporting, Financial Services, Strategic Financial..., Mergers & Acquisitions, Sales, Internal Controls, Sarbanes-Oxley Act, Finance, Due Diligence, Forecasting, Financial Planning, Executive Search, Executive Networking
Education
Bowling Green State University 1977 — 1981
Bachelor of Business Administration (B.B.A.)
Robert Half Management Resources Client Service DirectorRobert Half Management ResourcesFebruary 2013 - Present
Home January 2009 - December 2012
Grant Thornton LLP July 2007 - January 2009
PwC February 2000 - June 2007
KPMG US November 1998 - February 2000
R/E Tax Analysts June 1998 - February 1999
Ernst & Young March 1996 - June 1998
Easley, McCaleb & Associates, Inc. April 1984 - February 1996
DHL 1983 - 1984
Morgan Stanley/Dean Witter 1982 - 1983
Skills
Tax, Accounting, Financial Analysis, Business Development, Financial Reporting, Financial Services, Strategic Financial..., Mergers & Acquisitions, Sales, Internal Controls, Sarbanes-Oxley Act, Finance, Due Diligence, Forecasting, Financial Planning, Executive Search, Executive Networking
Education
Bowling Green State University 1977 — 1981
Bachelor of Business Administration (B.B.A.)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS