Doug Waldron

Doug Waldron Email and Phone Number

Vice President at Morgan Stanley @ Morgan Stanley
new york, new york, united states
Doug Waldron's Location
Hoboken, New Jersey, United States, United States
Doug Waldron's Contact Details

Doug Waldron personal email

n/a

Doug Waldron phone numbers

About Doug Waldron

Doug Waldron is a Vice President at Morgan Stanley at Morgan Stanley. He possess expertise in financial reporting, analysis, strategic planning, budget, capital budgeting and 12 more skills.

Doug Waldron's Current Company Details
Morgan Stanley

Morgan Stanley

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Vice President at Morgan Stanley
new york, new york, united states
Website:
morganstanley.com
Employees:
78669
Doug Waldron Work Experience Details
  • Morgan Stanley
    Vice President
    Morgan Stanley May 2013 - Present
    1 New York Plaza, 4Th Flr, New York, Ny 10004
    Handle accounting for legal entity acquisitions, dividends, capital management, double leverage management initiatives, and legal entity reorganizations working closely with TAX Dept. Act as Legal Entity Controller for various entities. Direct the intercompany expense settlement to minimize outstanding balances and costs, ensuring that intercompany lending balances are subject to suitable terms and rates.
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  • Morganstanley Smithbarney Llc
    Vice President - Finance
    Morganstanley Smithbarney Llc Nov 2009 - May 2013
    Greater New York City Area
    Coordinating Cash Management and debt / capital restructuring. Control review of FX hedging and reporting. Equity accounts reconciliation and AOCI reporting. Implementing control reporting constructs for a newly formed JV enterprise.
  • Morgan Stanley
    Consultant
    Morgan Stanley Apr 2009 - Nov 2009
    Purchase, New York
    Supported the acquisition / merger of Morgan Stanley and Smith Barney retail brokerage enterprises. Established new legal entities, with range of accounts and opened the bank accounts working with Global Banking Services. In conjunction with legal and tax department generated the accounting flows required by the tax plan to combine the operations. Reconciled the capital accounts and contributions to the JV agreement pro forma and the deal economics documentation. Established cash control monitoring and reporting process for cash funding movements.
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  • Aig
    Consultant
    Aig Feb 2008 - Jul 2008
    Greater New York City Area
    Reviewed and documented reporting processes for Sarbanes Oxley initiative, noting deficiencies in accounting processes.
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  • Dresdner Bank Zao
    Consultant
    Dresdner Bank Zao May 2007 - Oct 2007
    Greater New York City Area
    Assisted in collation of asset data required for the BASEL reporting requirements.
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  • Goldman Sachs
    Consultant
    Goldman Sachs Feb 2007 - May 2007
    Greater New York City Area
    Provided balance hset account utility analysis and documentation for regulatory reporting. Provided anlaysis and instruction on calculation of rates earned / rates paid on cash balances, along with an FX exchange rate impact on the US$ equivalent reporting. Prepared a presentation on the DTC clearing process to the accounting staff.
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  • Td Ameritrade
    Consultant
    Td Ameritrade Feb 2006 - Sep 2006
    Greater New York City Area
    Prepared SEC Compliant 2005 financial statements on TD Waterhouse Group, Inc for filing by TD Ameritrade.
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  • Td Bank Group
    Consultant
    Td Bank Group Apr 2004 - Nov 2005
    Greater New York City Area
    Prepared SEC compliant financial statements for three years ended 2004 with notes and financial data in support of the Ameritrade acquisition of the US operations of TD Waterhouse Group. Handled the accounting for the disposition of foreign brokerage entities and the banking operations to TD. Led the work on the BASEL II project, including data flow documents for data capture and data base definitions for feed to risk engine. Generated documentation of work processes and tested adherence to procedures for Satbanes Oxley intiative. Provided support to CFO of Bank on FAS 133 treatment of hedging instruments and documentation requirements.
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  • Td Bank Group
    Sr Vice President, Finance, Td Waterhouse Group, Inc.
    Td Bank Group Sep 1999 - Jan 2004
    Greater New York City Area
    Generated consolidated financial statements, responsible for integrity of financial statements, external reporting and financial accounting. Oversaw regulatory reporting to Federal Reserve Bank for the Bank Holding Company.
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  • Td Bank Group
    Vice President And Director, Td Securities, Eme Division
    Td Bank Group Jun 1995 - Sep 1999
    London, United Kingdom
    Responsibilities encompassed financial management, accounting, internal financial controls, regulatory and statutory reporting, budgeting and forecasting, business line management reporting. Also managed infrastructure requirements, which included lease negotiations for expansion and re-stacking of operations in support of an expanded trading floor, trading operations,settlements and product results reconciliations.
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  • Td Bank Group
    Comptroller, Eme Division
    Td Bank Group Jan 1989 - Jun 1995
    London, United Kingdom
    Managed accounting and reporting ensuring compliance with standards and all regulatory requirements for EME Divison, which included the wholesale lending and trading operation in the Branch, UK licensed Bank and UK and European subsidiaries. Developed annual business plans and forecasts, implemented business line reporting and performance and variance analyses, with results agreed by business heads and reconciled to book of records.
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  • Td Bank Group
    Manager, Financial Accounting
    Td Bank Group Nov 1987 - Jan 1989
    Greater New York City Area
    Managed accounting and reporting for New York Branch, IBF and booking subsidiary, ensuring compliance with standards and regulatory reporting requirements. Implemented reliable treasury product profit reporting, with reconciliations of dealers estimates to financial accounting results. Generated the annual business plans.
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  • Td Bank Group
    Manager, Accounting And Administration, Atlanta Agency
    Td Bank Group Oct 1983 - Nov 1987
    Greater Atlanta Area
    Managed the Atlanta Agency funding operations for wholesale lending, and the financial accounting for subsidiary booking vehicles with investment and with real estate assets held. Implemented a commercial paper entity, working with the New York trading desk to fund the various subsidiary booking vehicles in the US.
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Doug Waldron Skills

Financial Reporting Analysis Strategic Planning Budget Capital Budgeting Financial Forecasting Accounting Financial Accounting Financial Modeling Financial Analysis Mergers And Acquisitions Investments Sarbanes Oxley Act Internal Controls Banking Risk Management Financial Structuring

Doug Waldron Education Details

Frequently Asked Questions about Doug Waldron

What company does Doug Waldron work for?

Doug Waldron works for Morgan Stanley

What is Doug Waldron's role at the current company?

Doug Waldron's current role is Vice President at Morgan Stanley.

What is Doug Waldron's email address?

Doug Waldron's email address is do****@****ley.com

What is Doug Waldron's direct phone number?

Doug Waldron's direct phone number is (888) 454*****

What schools did Doug Waldron attend?

Doug Waldron attended Georgia State University - J. Mack Robinson College Of Business, University Of San Diego.

What are some of Doug Waldron's interests?

Doug Waldron has interest in Photography, Golf, Skiing, Scuba Diving.

What skills is Doug Waldron known for?

Doug Waldron has skills like Financial Reporting, Analysis, Strategic Planning, Budget, Capital Budgeting, Financial Forecasting, Accounting, Financial Accounting, Financial Modeling, Financial Analysis, Mergers And Acquisitions, Investments.

Who are Doug Waldron's colleagues?

Doug Waldron's colleagues are Joanne Lee, Pmp, Shafique Shaikh, Ward Cerny, Ilona Ágnes Németh, Sonali Khatawate, Benjamin De Angelis, Cfp®, Ankit Minglani.

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