Robert Sutherland Email & Phone Number

New York, NY, US

New York, NY, US

• Associate October 2017 - December 2018
• Facilitate cross collaboration between the Wealth Management and the Instituitional Divisions of Morgan Stanley
• Originate M&A and capital raise opportunities from our field of ~16,000 Financial Advisors
• Manage Middle Market Investment Boutique relationships for deals outside the size and scope of Morgan Stanley
• Assist group COO in driving forward the tech agenda and initiatives for the team by integrating data across Institutional Securities Group, Wealth Management and Investment Management

New York, NY, US

• Compiled, analyzed and reported monthly Investment Management Balance Sheet and Capital Reports as well as associated quarterly disclosures
• Performed balance sheet consolidation for CCAR forecast of ~260 funds and constructed key drivers analysis report for senior management
• Executed ad hoc management requests and projects including capital scenario analysis to support strategic business decisions
• Led the Recovery and Resolution Plan efforts for Investment Management Balance Sheet, preparing all necessary data for potential separability analysis of 250+ legal entities

New York, NY, US

• Compile and present monthly and quarterly metrics around the Americas legal entity population
• Serve as global project management officer to initiate the New Product Approval (NPA) process for Regulatory Controller sign-off through checklist creation and notification
• Monitor Issues and Action Plans on a weekly basis for Legal Entity and Regulatory Controllers to ensure completion and compliance with procedures
• Improve efficiencies within the Regulatory Controller space such as creating a new reporting tool to track outstanding NPAs for key stakeholders
• Active in summer analyst recruiting as Fordham University coverage officer

• Respond to and lead fellow firefighters on rescues, motor vehicle accidents and fires and determine specific tools and techniques that must be utilized on each unique call
• Educate 50 local school children and their families on proper fire safety techniques
• Build skills by continuously training on various firefighting methods and medical techniques in different possible emergency scenarios
• Maintain composure during operations at stressful emergency situations

• Receive emergency phone calls and dispatch fire/EMS units to scenes of these emergencies
• Work efficiently in high pressure emergency situations, including a small airplane crash in which the firefighters I directed saved the lives of three people
• Communicate clearly and concisely vital response information to 150 firefighters over computer, phone, and radio

• Supervise and train 130 student employees while managing operation and performing maintenance on 57 vehicles
• Produce new training guidelines for dispatching including a quiz testing the candidates on their knowledge of protocols
• Proactively lead initiatives to measure and track maintenance data, minimizing costs and increasing efficiency
• Develop innovative solutions to maintain smooth operation in the event of a vehicle or staffing failure
• Provide quality customer service to students, faculty, and staff when driving passengers between campuses
• Strengthen time management skills while ensuring vans depart on a precise schedule

• Worked on a presentation and example problem to determine impact of new proposed FASB regulations
• Helped prepare comparisons between different lease agreements
• Created a new process for valuing stagnant municipal bonds for the VRG team

• Transfer all documents to electronic format to convert all records to an e-cabinet system
• Organize accounting records for the firm both in paper and online through the Quick Books accounting program
• Compile necessary pieces of completed tax returns in the proper order for maintaining records