Fiscal Year

2024

Case Number

A-22222-03786

Case Status

Certified-Expired

Received Date

2022-11-18

Decision Date

2023-10-05

Refile

N

Original File Date

2024-01-01 00:02:33

Previous SWA Case Number State

Schedule A Sheepherder

N

Employer Name

MORGAN STANLEY CO. LLC

Employer Name Slug

morgan-stanley-co-llc

Employer Address 1

1585 BROADWAY

Employer Address 2

Employer City

NEW YORK

Employer City Slug

new-york

Employer State

NEW YORK

Employer State Slug

new-york

Employer Country

UNITED STATES OF AMERICA

Employer Postal Code

10036

Employer Phone

212-761-4000

Employer Number of Employees

47201

Employer Year Commenced Business

1935

NAICS Code

523110

FW Ownership Interest

N

Employer Contact Name

Joanna Lau

Employer Contact Address 1

1585 BROADWAY

Employer Contact Address 2

18th Floor

Employer Contact City

New York

Employer Contact State/Province

NEW YORK

Employer Contact Country

UNITED STATES OF AMERICA

Employer Contact Postal Code

10036

Employer Contact Phone

212-761-9436

Employer Contact Email

joanna.lau@morganstanley.com

Agent Attorney Name

Katie W Desmond

Agent Attorney Firm Name

Ogletree Deakins

Agent Attorney Phone

919 787 9700

Agent Attorney Address 1

P.O. Box 31608

Agent Attorney Address 2

Agent Attorney City

Raleigh

Agent Attorney State/Province

NORTH CAROLINA

Agent Attorney Country

UNITED STATES OF AMERICA

Agent Attorney Postal Code

27622

Agent Attorney Email

katie.desmond@ogletreedeakins.com

PW Track Number

P10021314697076

PW SOC Code

13-2051

PW SOC Title

Financial Analysts

PW Skill Level

Level IV

PW Wage

145038.00

PW Unit of Pay

Year

PW Wage Source

OES

PW Determination Date

2022-05-19

PW Expiration Date

2022-08-17

Wage Offer From

300000.00

Wage Offer To

0.00

Average Salary

300000.00

Wage Unit of Pay

Year

Worksite Address 1

2725 Sand Hill Rd

Worksite Address 2

Worksite City

Menlo Park

Worksite City Slug

menlo-park

Worksite State

CALIFORNIA

Worksite Postal Code

94025

Job Title

Executive Director

Job Title Slug

executive-director

Minimum Education

Master's

Major Field of Study

Business Administration

Required Training

N

Required Experience

Y

Required Experience Months

48

Accept Alternative Field of Study

Y

Accept Alternative Major Field of Study

Finance or a related field of study.

Accept Alternative Combination

N

Accept Alternative Combination Education

Accept Alternative Combination Education Years

Accept Foreign Education

Y

Accept Alternative Occupation

Y

Accept Alternative Occupation Months

48

Accept Alternative Job Title

Vice President, Associate, or a closely related occupation.

Job Opportunity Requirements Normal

Y

Foreign Language Required

N

Specific Skills

Requires three 3 years of experience working with technology companies on MA transactions, including Balance Sheet, Income Statement, and Cash Flow Statements; extracting relevant information from financial statements including revenue, profitability margins, capitalization, capital investments, debt and equity payments, operating, and capital leases; building financial models in Microsoft Excel with operating drivers across all financial statements; transaction structures including acquisition and sale of equity vs. assets, Merger of Equals MoE, Reverse Morris Trusts RMTs, and Leveraged Buyouts LBOs; financial instruments including debt, equity, options, warrants, convertible debt, and swaps; create financial models in Microsoft Excel through building proforma financial statements; valuation analyses including discounted cash flows, transaction and trading multiples, and discounted equity value; legal documentation including merger agreements, nondisclosure agreements, indemnity agreements, and engagement letters; extracting relevant company and industry information using Bloomberg, CapitalIQ, and FactSet; extracting relevant public and private company information using BAMSEC, Pitchbook, and Crunchbase.br br Requires one 1 year of experience with leading project teams, and overseeing project deliverables; and presenting analyses around financial metrics and legal structuring to senior executives, or board of directors at client firms in high growth, technology industry.br br Requires Series 79 license, Series 63 license, and SIE license.

Combination Occupation

N

Offered to Applicant Foreign Worker

Y

Foreign Worker Live on Premises

N

Foreign Worker Live in Domestic Service

N

Foreign Worker Live in Domestic Service Count

Professional Occupation

Y

Application for College/University Teacher

N

SWA Job Order Start Date

2022-06-14

SWA Job Order End Date

2022-07-16

Sunday Edition Newspaper

Y

First Newspaper Name

San Francisco Chronicle

First Advertisement Start Date

2022-07-10

Second Newspaper Ad Name

San Francisco Chronicle

Second Advertisement Type

Newspaper

Second Ad Start Date

2022-07-17

Employer Website From Date

2022-06-14

Employer Website To Date

2022-08-02

Professional Organization Ad From Date

2024-01-01 00:02:33

Professional Organization Advertisement To Date

2024-01-01 00:02:33

Job Search Website From Date

2022-07-11

Job Search Website To Date

2022-07-25

Employee Referral Program From Date

2024-01-01 00:02:33

Employee Referral Program To Date

2024-01-01 00:02:33

Local Ethnic Paper From Date

2022-07-13

Local Ethnic Paper To Date

2022-07-13

Radio/TV Ad From Date

2024-01-01 00:02:33

Radio/TV Ad To Date

2024-01-01 00:02:33

Employer Received Payment

N

Posted Notice at Worksite

Y

Layoff in Past Six Months

N

Country of Citizenship

INDIA

Foreign Worker Birth Country

INDIA

Class of Admission

H-4

Foreign Worker Education

Master's

Foreign Worker Information: Major

BUSINESS ADMINISTRATION

Foreign Worker Years of Education Completed

2013

Foreign Worker Institution of Education

NORTHWESTERN UNIVERSITY

Foreign Worker Education Institution Address 1

2001 SHERIDAN ROAD

Foreign Worker Education Institution Address 2

Foreign Worker Education Institution City

EVANSTON

Foreign Worker Education Institution State/Province

IL

Foreign Worker Education Institution Country

UNITED STATES OF AMERICA

Foreign Worker Education Institution Postal Code

60208

Foreign Worker Experience with Employer

N

Foreign Worker Employer Pays for Education

N

Foreign Worker Currently Employed

Y

Employer Completed Application

N

Preparer Name

Katie W Desmond

Preparer Title

Of Counsel

Preparer Email

katie.desmond@ogletreedeakins.com

Employer Information Declaration Name

Joanna Lau

Employer Information Declaration Title

Principal Resource Specialist