Morgan Stanley
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. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Morgan Stanley Employees
Employee
Years
Job
Industry
Shannon Blair Shannon Blair's Morgan Stanley Experience August 2003 - November 2008
Job Financial Advisor at VALIC
Industry Financial Services
Experience
VALIC July 2014 - Present
KCFLS March 2012 - Present
MEDIATION AFFILIATES,Inc. March 2012 - Present
KERN COLLABORATIVE FAMILY LAW SOLUTIONS, KCFLS 2007 - Present
UBS Financial, Inc. November 2008 - March 2012
Last Chance Flowers 1984 - May 2010
Morgan Stanley August 2003 - November 2008
Play n' Jump Bounce Hou 2000 - 2003
A-1 Mobile Blind Washers 1990 - 2003
Prestige Pressure Wash 1990 - 2003
Skills
Mediation, Investments, Estate Planning, Strategic Financial..., Wealth Management, Small Business, Retirement Planning, Retirement, Pensions, Financial Planners, Insurance, Long-term Care, CalSTIRS/CalPERS
Education
California State University-Bakersfield
BS, Finance
Financial Industry
Currently Hold: Series 7, 66, 31 Life and Long-Term Care
Institute for Divorce Financial Analysts
CDFA, Certified Divorce Financial Analyst™
VALIC July 2014 - Present
KCFLS March 2012 - Present
MEDIATION AFFILIATES,Inc. March 2012 - Present
KERN COLLABORATIVE FAMILY LAW SOLUTIONS, KCFLS 2007 - Present
UBS Financial, Inc. November 2008 - March 2012
Last Chance Flowers 1984 - May 2010
Morgan Stanley August 2003 - November 2008
Play n' Jump Bounce Hou 2000 - 2003
A-1 Mobile Blind Washers 1990 - 2003
Prestige Pressure Wash 1990 - 2003
Skills
Mediation, Investments, Estate Planning, Strategic Financial..., Wealth Management, Small Business, Retirement Planning, Retirement, Pensions, Financial Planners, Insurance, Long-term Care, CalSTIRS/CalPERS
Education
California State University-Bakersfield
BS, Finance
Financial Industry
Currently Hold: Series 7, 66, 31 Life and Long-Term Care
Institute for Divorce Financial Analysts
CDFA, Certified Divorce Financial Analyst™
Michael Marasco Michael Marasco's Morgan Stanley Experience November 1994 - November 1998
Job Senior Vice President Branch Manager at Wells Fargo Advisors L.L.C.
Industry Financial Services
Experience
Wells Fargo Advisors L.L.C. November 1998 - Present
Morgan Stanley November 1994 - November 1998
Paine Webber November 1990 - November 1994
Skills
Mutual Funds, Retirement Planning, Financial Services, Alternative Investments, Fixed Annuities, Relationship Management, Asset Allocation, Securities, Equities, Insurance, Wealth Transfer, Wealth Strategies, Wealth Planning
Education
California State University-Hayward 1975 — 1978
Business Administration and Management, General
Phoenix College 1973 — 1974
Business Administration and Management, General
Wells Fargo Advisors L.L.C. November 1998 - Present
Morgan Stanley November 1994 - November 1998
Paine Webber November 1990 - November 1994
Skills
Mutual Funds, Retirement Planning, Financial Services, Alternative Investments, Fixed Annuities, Relationship Management, Asset Allocation, Securities, Equities, Insurance, Wealth Transfer, Wealth Strategies, Wealth Planning
Education
California State University-Hayward 1975 — 1978
Business Administration and Management, General
Phoenix College 1973 — 1974
Business Administration and Management, General
David Donaldson David Donaldson's Morgan Stanley Experience May 2000 - June 2005
Job Former DOL Senior Investigator/President ERISA SMART
Industry Financial Services
Experience
ERISA SMART September 2011 - Present
U.S. Department of Labor January 2010 - September 2011
Merrill Lynch November 2007 - January 2010
NBHG, LLC June 2005 - November 2007
Morgan Stanley May 2000 - June 2005
Main Street Trading October 1996 - April 2000
Skills
ERISA, Pensions, 401k, Retirement, Mutual Funds, Securities, Private Equity, Qualified Retirement..., Financial Risk, Litigation, Investments, Employee Benefits, Pension Funds, Retirement Planning, Defined Benefit, Tax, Banking, Retirement Plan..., Investment Management, Financial Advisory, Portfolio Management, Asset Allocation, Alternative Investments, Investment Advisory, Insurance, Financial Services, Fiduciary Management, Fiduciary Services
Education
University of Pennsylvania - The Wharton School 2001 — 2001
ED, Wealth Management
California Lutheran University 1992 — 1996
ERISA SMART September 2011 - Present
U.S. Department of Labor January 2010 - September 2011
Merrill Lynch November 2007 - January 2010
NBHG, LLC June 2005 - November 2007
Morgan Stanley May 2000 - June 2005
Main Street Trading October 1996 - April 2000
Skills
ERISA, Pensions, 401k, Retirement, Mutual Funds, Securities, Private Equity, Qualified Retirement..., Financial Risk, Litigation, Investments, Employee Benefits, Pension Funds, Retirement Planning, Defined Benefit, Tax, Banking, Retirement Plan..., Investment Management, Financial Advisory, Portfolio Management, Asset Allocation, Alternative Investments, Investment Advisory, Insurance, Financial Services, Fiduciary Management, Fiduciary Services
Education
University of Pennsylvania - The Wharton School 2001 — 2001
ED, Wealth Management
California Lutheran University 1992 — 1996
Nick Salvetti Nick Salvetti's Morgan Stanley Experience February 1998 - February 2005
Job Managing Partner at The Salvetti Group Family Wealth Advisors
Industry Financial Services
Experience
The Salvetti Group- Family Wealth Advisors February 2014 - Present
Merrill Lynch February 2005 - February 2014
Morgan Stanley February 1998 - February 2005
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Investments, Alternative Investments, Portfolio Management, Investment Strategies, Securities, Asset Management, Strategic Financial..., Investment Advisory, Equities
Education
California State University-Fresno 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
The Salvetti Group- Family Wealth Advisors February 2014 - Present
Merrill Lynch February 2005 - February 2014
Morgan Stanley February 1998 - February 2005
Skills
Series 7, Wealth Management, Retirement Planning, Asset Allocation, Series 63, Mutual Funds, Investments, Alternative Investments, Portfolio Management, Investment Strategies, Securities, Asset Management, Strategic Financial..., Investment Advisory, Equities
Education
California State University-Fresno 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Kenneth Kawamoto Kenneth Kawamoto's Morgan Stanley Experience May 1986 - Present
Job Executive Director Wealth Management, Morgan Stanley
Industry
Experience
Morgan Stanley May 1986 - Present
Skills
Wealth Management, Financial Analysis, Portfolio Management
Education
California State University, Fresno 1977 — 1980
Bachelor of Science (BS), Business, Management, Marketing
Morgan Stanley May 1986 - Present
Skills
Wealth Management, Financial Analysis, Portfolio Management
Education
California State University, Fresno 1977 — 1980
Bachelor of Science (BS), Business, Management, Marketing
Russell Auyeung, Partner, New York Life Insurance Company's Morgan Stanley Experience 2001 - 2002
Job Hiring and Developing Entrepreneurial People Who are interested in a Career in Financial Services
Industry Financial Services
Experience
New York Life Insurance Company January 2014 - Present
NYLIFE Securities LLC December 2002 - January 2014
New York Life Insurance Company June 2005 - June 2011
Morgan Stanley 2001 - 2002
Skills
Investments, Insurance, Fixed Annuities, Mutual Funds, Financial Services, Retirement Planning, Customer Service, IRAs, Disability Insurance, Securities, Long Term Care Insurance, Planning, Business Planning, Small Business, Long-term Care, Protection, 401k, Annuities, IRA's, Employee Benefits, Long Term Care, Financial Analysis, Estate Planning, Investment Advisory, Customer Relations, Budgeting, Health Insurance, Excel, PowerPoint, Outlook, Succession Planning, Series 7, Word, Series 6, Business Strategy, Long-Term Care Insurance, Risk Management
Education
California State University-Fresno 1997 — 2002
Bachelors of Science in Business Administration, emphasis in Marketing, Business
New York Life Insurance Company January 2014 - Present
NYLIFE Securities LLC December 2002 - January 2014
New York Life Insurance Company June 2005 - June 2011
Morgan Stanley 2001 - 2002
Skills
Investments, Insurance, Fixed Annuities, Mutual Funds, Financial Services, Retirement Planning, Customer Service, IRAs, Disability Insurance, Securities, Long Term Care Insurance, Planning, Business Planning, Small Business, Long-term Care, Protection, 401k, Annuities, IRA's, Employee Benefits, Long Term Care, Financial Analysis, Estate Planning, Investment Advisory, Customer Relations, Budgeting, Health Insurance, Excel, PowerPoint, Outlook, Succession Planning, Series 7, Word, Series 6, Business Strategy, Long-Term Care Insurance, Risk Management
Education
California State University-Fresno 1997 — 2002
Bachelors of Science in Business Administration, emphasis in Marketing, Business
Kate Butler Kate Butler's Morgan Stanley Experience July 2014 - March 2015
Job Global Business Operations, Media & Technology Services at Viacom
Industry Information Technology and Services
Experience
Viacom March 2015 - Present
Morgan Stanley July 2014 - March 2015
ImageSource, Inc. April 2011 - February 2014
Amazon.com October 2009 - December 2010
Virtuoso, Ltd. July 2006 - November 2008
Washington Mutual March 2003 - July 2006
eFund, LLC 2001 - 2003
RageWireless (an eFund company) 2001 - 2003
Skills
Program Management, Business Development, Product Management, Sales, SaaS, Management, Project Management, Business Analysis, Project Planning, Strategy, Software Licensing, Contract Negotiation, Vendor Management, Enterprise Software, Solution Selling, Strategic Sourcing, Pricing Analysis, Proposal Writing, Competitive Analysis, Process Improvement, Strategic Partnerships, Account Management, Oracle Fusion Middleware, Marketing Strategy, Data Analysis, RFx Process, SDLC, Brand Management, Professional Services, 3rd Party Software..., Online Marketing, CRM, SEM, SEO, Excel models, Lead Generation, Content Writing
Education
City University of Seattle 1998 — 2000
MBA, Finance, Information Systems
University of California, Los Angeles
Paralegal Certificate (Post-graduate), Law, Contracts
California State University-Chico
Bachelor's Degree, Education
Viacom March 2015 - Present
Morgan Stanley July 2014 - March 2015
ImageSource, Inc. April 2011 - February 2014
Amazon.com October 2009 - December 2010
Virtuoso, Ltd. July 2006 - November 2008
Washington Mutual March 2003 - July 2006
eFund, LLC 2001 - 2003
RageWireless (an eFund company) 2001 - 2003
Skills
Program Management, Business Development, Product Management, Sales, SaaS, Management, Project Management, Business Analysis, Project Planning, Strategy, Software Licensing, Contract Negotiation, Vendor Management, Enterprise Software, Solution Selling, Strategic Sourcing, Pricing Analysis, Proposal Writing, Competitive Analysis, Process Improvement, Strategic Partnerships, Account Management, Oracle Fusion Middleware, Marketing Strategy, Data Analysis, RFx Process, SDLC, Brand Management, Professional Services, 3rd Party Software..., Online Marketing, CRM, SEM, SEO, Excel models, Lead Generation, Content Writing
Education
City University of Seattle 1998 — 2000
MBA, Finance, Information Systems
University of California, Los Angeles
Paralegal Certificate (Post-graduate), Law, Contracts
California State University-Chico
Bachelor's Degree, Education
Allum Ross Jr. Allum Ross Jr.'s Morgan Stanley Experience August 2012 - August 2013
Job Chief Operating Officer at RF Contractors (Royal Floors)
Industry Real Estate
Experience
JPMorgan Chase & Co. February 2015 - Present
RF Contractors (Royal Floors) June 2014 - Present
Heritage Fund Realty and Investments January 2014 - Present
SolarCity November 2013 - December 2014
AT&T Mobility September 2010 - November 2013
Morgan Stanley August 2012 - August 2013
Wells Fargo May 2008 - July 2010
Fremont Surgery Center February 2006 - June 2007
Skills
Finance, Management, Sales, Portfolio Management, Financial Analysis, New Business Development, Investments, Analytics, Microsoft Office, Banking, Accounting, Analysis, Microsoft Excel, Customer Service, Risk Management, Cash Management, Leadership, Forecasting, Financial Modeling, PowerPoint, Credit, Real Estate Transactions
Education
California State University-Hayward 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
JPMorgan Chase & Co. February 2015 - Present
RF Contractors (Royal Floors) June 2014 - Present
Heritage Fund Realty and Investments January 2014 - Present
SolarCity November 2013 - December 2014
AT&T Mobility September 2010 - November 2013
Morgan Stanley August 2012 - August 2013
Wells Fargo May 2008 - July 2010
Fremont Surgery Center February 2006 - June 2007
Skills
Finance, Management, Sales, Portfolio Management, Financial Analysis, New Business Development, Investments, Analytics, Microsoft Office, Banking, Accounting, Analysis, Microsoft Excel, Customer Service, Risk Management, Cash Management, Leadership, Forecasting, Financial Modeling, PowerPoint, Credit, Real Estate Transactions
Education
California State University-Hayward 2009 — 2013
Bachelor of Science (B.S.), Accounting and Finance
Krystal Fortner's Morgan Stanley Experience January 2013 - October 2014
Job Associate Wealth Manager at Grubman Wealth Management
Industry Financial Services
Experience
Grubman Wealth Management June 2015 - Present
Herb Thomas and Associates October 2014 - May 2015
Morgan Stanley January 2013 - October 2014
Game Theory Academy November 2012 - May 2014
Alameda County May 2010 - January 2013
Alameda County November 2009 - May 2010
Superior Court of California, Alameda County July 2007 - June 2009
Alameda County September 2001 - June 2007
Education
California State University-East Bay 2005 — 2007
MBA, Finance
New Mexico State University 1995 — 1997
MSW, Social Work
Purdue University 1990 — 1995
BA, Education
Grubman Wealth Management June 2015 - Present
Herb Thomas and Associates October 2014 - May 2015
Morgan Stanley January 2013 - October 2014
Game Theory Academy November 2012 - May 2014
Alameda County May 2010 - January 2013
Alameda County November 2009 - May 2010
Superior Court of California, Alameda County July 2007 - June 2009
Alameda County September 2001 - June 2007
Education
California State University-East Bay 2005 — 2007
MBA, Finance
New Mexico State University 1995 — 1997
MSW, Social Work
Purdue University 1990 — 1995
BA, Education
Jose Raya's Morgan Stanley Experience June 2015 - Present
Job Vice PresidentFinancial Advisor at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2015 - Present
JPMorgan Chase Bank N.A. March 2010 - Present
Wheeler Auto Center May 2005 - March 2010
Education
California State University-Chico 2004 — 2008
Bachelor's Degree, Business Administration, Accounting
Morgan Stanley June 2015 - Present
JPMorgan Chase Bank N.A. March 2010 - Present
Wheeler Auto Center May 2005 - March 2010
Education
California State University-Chico 2004 — 2008
Bachelor's Degree, Business Administration, Accounting
David H. Chang's Morgan Stanley Experience 2000 - 2003
Job Experienced Financial & Accounting Executitive
Industry Executive Office
Experience
Bank of Tokyo-Mitsubishi UFJ March 2012 - September 2014
UBS Financial Services - International 2010 - 2012
Merrill Lynch 2003 - 2010
Morgan Stanley 2000 - 2003
Skills
Banking, Credit Analysis, Commercial Banking, Credit Risk, Credit, Investment Banking, Capital Markets, Fixed Income, Loans, Derivatives, Portfolio Management, Structured Finance, Risk Management, Financial Risk, FX Options, Commercial Lending, Equities, Corporate Finance, Trade Finance, Financial Modeling, Business Development, Relationship Management, Private Banking, Treasury Management, Cash Management, Loan Origination
Education
California State University, Los Angeles - College of Business and Economics 1996 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
University of California, Santa Barbara
Bank of Tokyo-Mitsubishi UFJ March 2012 - September 2014
UBS Financial Services - International 2010 - 2012
Merrill Lynch 2003 - 2010
Morgan Stanley 2000 - 2003
Skills
Banking, Credit Analysis, Commercial Banking, Credit Risk, Credit, Investment Banking, Capital Markets, Fixed Income, Loans, Derivatives, Portfolio Management, Structured Finance, Risk Management, Financial Risk, FX Options, Commercial Lending, Equities, Corporate Finance, Trade Finance, Financial Modeling, Business Development, Relationship Management, Private Banking, Treasury Management, Cash Management, Loan Origination
Education
California State University, Los Angeles - College of Business and Economics 1996 — 2000
Bachelor of Science (BS), Finance and Financial Management Services
University of California, Santa Barbara
Ramsey Jay, Jr. Ramsey Jay, Jr.'s Morgan Stanley Experience 2005 - 2007
Job Relationship Manager, North American Institutional Business Development at Ares Management
Industry Investment Management
Experience
Ares Management 2009 - 2013
Ares Management 2007 - 2009
Morgan Stanley 2005 - 2007
Operation HOPE 2002 - 2003
Comerica Bank 2000 - 2001
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2005
Master of Business Administration (M.B.A.)
California State University-Fresno 1996 — 2000
Bachelor of Science (B.S.), Business Administration, Finance Emphasis
Ares Management 2009 - 2013
Ares Management 2007 - 2009
Morgan Stanley 2005 - 2007
Operation HOPE 2002 - 2003
Comerica Bank 2000 - 2001
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2003 — 2005
Master of Business Administration (M.B.A.)
California State University-Fresno 1996 — 2000
Bachelor of Science (B.S.), Business Administration, Finance Emphasis
Samantha Maund Samantha Maund's Morgan Stanley Experience September 2012 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2012 - Present
JPMorgan Chase March 2012 - September 2012
DRS Technologies March 2010 - December 2011
Goldman, Sachs & Co March 2004 - February 2010
DRS Technologies February 2003 - February 2004
United States Air Force December 2000 - July 2002
Skills
Management, Recruiting, Training, Wealth Management, Budgets, Finance, Alternative Investments, Analysis
Education
California State University-East Bay
B.S, Health Sciences
Ohlone Community College
A.A, Liberal Arts
Morgan Stanley September 2012 - Present
JPMorgan Chase March 2012 - September 2012
DRS Technologies March 2010 - December 2011
Goldman, Sachs & Co March 2004 - February 2010
DRS Technologies February 2003 - February 2004
United States Air Force December 2000 - July 2002
Skills
Management, Recruiting, Training, Wealth Management, Budgets, Finance, Alternative Investments, Analysis
Education
California State University-East Bay
B.S, Health Sciences
Ohlone Community College
A.A, Liberal Arts
Joseph Hollak Joseph Hollak's Morgan Stanley Experience June 1995 - October 1998
Job CEO | Team Leader at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty June 2013 - Present
Keller Williams Realty December 2009 - June 2013
Smith Barney December 1998 - August 2004
Morgan Stanley June 1995 - October 1998
Skills
Coaching, Leadership, Team Building, Marketing, Investments, Recruiting, Negotiation, Real Estate, Investment Properties, Sellers, Short Sales, Residential Homes, First Time Home Buyers
Education
California State University, Fresno
Keller Williams Realty June 2013 - Present
Keller Williams Realty December 2009 - June 2013
Smith Barney December 1998 - August 2004
Morgan Stanley June 1995 - October 1998
Skills
Coaching, Leadership, Team Building, Marketing, Investments, Recruiting, Negotiation, Real Estate, Investment Properties, Sellers, Short Sales, Residential Homes, First Time Home Buyers
Education
California State University, Fresno
Alan Larsen Alan Larsen's Morgan Stanley Experience August 1982 - November 2002
Job Wells Fargo Advisors Finet, Branch Manager. CoFounder/Foundation Wealth Mgnt
Industry Financial Services
Experience
Foundation Wealth Management/Wells Fargo Advisors Finet August 2012 - Present
Wells Fargo Advisors Finet August 2012 - Present
UBS November 2002 - August 2012
Morgan Stanley August 1982 - November 2002
Skills
Wealth Accumulation..., Administrative..., Administrative Work, Wealth Management, Small Business, Investment Advisory, Financial Services, Finance, Estate Investment..., Retirement Planning, Investments, Financial Advisory, Mortgage Lending, Strategic Financial..., Financial Analysis, Leadership, Employee Benefits, Financial Planners, Risk Management, Retirement, Securities, Series 7, Series 63, Public Speaking, Mutual Funds, Wealth Management..., Estate Planning, Financial Planning
Education
Loma Linda University 1964 — 1968
Bachelor's degree, History
University of Maryland College Park 1970 — 1971
International Studies
California State University-Bakersfield 1985 — 1986
Business Administration and Management, General
Foundation Wealth Management/Wells Fargo Advisors Finet August 2012 - Present
Wells Fargo Advisors Finet August 2012 - Present
UBS November 2002 - August 2012
Morgan Stanley August 1982 - November 2002
Skills
Wealth Accumulation..., Administrative..., Administrative Work, Wealth Management, Small Business, Investment Advisory, Financial Services, Finance, Estate Investment..., Retirement Planning, Investments, Financial Advisory, Mortgage Lending, Strategic Financial..., Financial Analysis, Leadership, Employee Benefits, Financial Planners, Risk Management, Retirement, Securities, Series 7, Series 63, Public Speaking, Mutual Funds, Wealth Management..., Estate Planning, Financial Planning
Education
Loma Linda University 1964 — 1968
Bachelor's degree, History
University of Maryland College Park 1970 — 1971
International Studies
California State University-Bakersfield 1985 — 1986
Business Administration and Management, General
Brian A. Dunn MBA's Morgan Stanley Experience 2002 - 2004
Job Financial Analyst at Adecco/Grandbridge Real Estate
Industry Entertainment
Experience
Adecco/Grandbridge Real Estate January 2015 - Present
California Advocate Newspaper February 2013 - Present
Five Smooth Stones April 2005 - Present
Promontory Financial Group, LLC (Contract) August 2012 - January 2013
Fresno Unified School District January 2005 - March 2012
Bank of America (Contract) 2012 - 2012
California State University Fresno Executive MBA program August 2008 - May 2011
Merrill Lynch 2004 - 2005
Morgan Stanley 2002 - 2004
Skills
Financial Modeling, Forecasting, Financial Analysis, Finance, Budgets, Investments, Management, Cash Management, Strategy, Analysis, Financial Accounting, Loans, Microsoft Excel, Data Analysis, Mergers & Acquisitions, Valuation, Negotiation, Time Management, Accounting, Customer Service
Education
Investment Banking Institute 2013 — 2013
Financial Modeling and Valuation Analysis
Keller Graduate School of Management of DeVry University 2011 — 2011
Financial Analysis Certification, Financial Analysis
California State University, Fresno 2008 — 2011
MBA, Finance
California State University, Fresno 1997 — 1999
Bachelor of Arts, Liberal Studies
Adecco/Grandbridge Real Estate January 2015 - Present
California Advocate Newspaper February 2013 - Present
Five Smooth Stones April 2005 - Present
Promontory Financial Group, LLC (Contract) August 2012 - January 2013
Fresno Unified School District January 2005 - March 2012
Bank of America (Contract) 2012 - 2012
California State University Fresno Executive MBA program August 2008 - May 2011
Merrill Lynch 2004 - 2005
Morgan Stanley 2002 - 2004
Skills
Financial Modeling, Forecasting, Financial Analysis, Finance, Budgets, Investments, Management, Cash Management, Strategy, Analysis, Financial Accounting, Loans, Microsoft Excel, Data Analysis, Mergers & Acquisitions, Valuation, Negotiation, Time Management, Accounting, Customer Service
Education
Investment Banking Institute 2013 — 2013
Financial Modeling and Valuation Analysis
Keller Graduate School of Management of DeVry University 2011 — 2011
Financial Analysis Certification, Financial Analysis
California State University, Fresno 2008 — 2011
MBA, Finance
California State University, Fresno 1997 — 1999
Bachelor of Arts, Liberal Studies
Adele Young, CFA, AIF® Adele Young, CFA, AIF®'s Morgan Stanley Experience 2003 - 2003
Job Portfolio Manager at TIAACREF
Industry Financial Services
Experience
TIAA-CREF 2011 - Present
McCullough & Associates, LLC 2009 - 2011
Fisher Investments 2006 - 2009
EFCI DESIGNS 2005 - 2006
Apple 2004 - 2004
Morgan Stanley 2003 - 2003
KIRLIN SECURITIES 2002 - 2002
Skills
Fiduciary Responsibility, Portfolio Management, Financial Analysis, Investments, Wealth Management, Asset Allocation, Asset Management, Equities, Estate Planning, Fiduciary, Financial Advisory, Finance, Financial Modeling, Leadership, Management, Retirement, Risk Management, Strategy, Training, Insurance, Corporate Finance
Education
Burlingame High School
California Polytechnic State University-San Luis Obispo
Business Administration, Finance & International Management, Minor in Economics
TIAA-CREF 2011 - Present
McCullough & Associates, LLC 2009 - 2011
Fisher Investments 2006 - 2009
EFCI DESIGNS 2005 - 2006
Apple 2004 - 2004
Morgan Stanley 2003 - 2003
KIRLIN SECURITIES 2002 - 2002
Skills
Fiduciary Responsibility, Portfolio Management, Financial Analysis, Investments, Wealth Management, Asset Allocation, Asset Management, Equities, Estate Planning, Fiduciary, Financial Advisory, Finance, Financial Modeling, Leadership, Management, Retirement, Risk Management, Strategy, Training, Insurance, Corporate Finance
Education
Burlingame High School
California Polytechnic State University-San Luis Obispo
Business Administration, Finance & International Management, Minor in Economics
Jason Maxfield's Morgan Stanley Experience June 2000 - April 2001
Job
Industry
Experience
Ventura Coastal, LLC May 2006 - August 2008
Topco Associates LLC June 2001 - December 2005
Morgan Stanley June 2000 - April 2001
The Oppenheimer Group August 1994 - May 2000
Education
California State University, Fresno 1991 — 1993
Bachelor's Degree, Agricultural Economics
College of the Sequoias 1988 — 1991
General ed
Ventura Coastal, LLC May 2006 - August 2008
Topco Associates LLC June 2001 - December 2005
Morgan Stanley June 2000 - April 2001
The Oppenheimer Group August 1994 - May 2000
Education
California State University, Fresno 1991 — 1993
Bachelor's Degree, Agricultural Economics
College of the Sequoias 1988 — 1991
General ed
Ryan Brody Ryan Brody's Morgan Stanley Experience May 2014 - April 2015
Job Sales Development Representative at FusionOps
Industry Marketing and Advertising
Experience
FusionOps June 2015 - Present
Morgan Stanley May 2014 - April 2015
Cutera June 2011 - June 2012
Theta Chi Fraternity April 2010 - April 2012
Spiracur, Inc. 2009 - 2009
Powell's Sweet Shop August 2006 - June 2008
Majeed Samara, Attorney at LawSummer 2006 2006 - 2006
Skills
Marketing, Teamwork, Business Development, Customer Service, Marketing Strategy, Leadership, Entrepreneurship, Sales, Management, Social Media Marketing, Marketing Communications, Public Speaking, Social Networking, Strategy, Microsoft Office
Education
Università degli Studi di Torino 2012 — 2013
Italian 1, 2, 3, 4, 5
CSU Chico 2008 — 2013
Bachelor's degree, Marketing
Los Gatos High School 2003 — 2008
High School Diploma, 3.0
FusionOps June 2015 - Present
Morgan Stanley May 2014 - April 2015
Cutera June 2011 - June 2012
Theta Chi Fraternity April 2010 - April 2012
Spiracur, Inc. 2009 - 2009
Powell's Sweet Shop August 2006 - June 2008
Majeed Samara, Attorney at LawSummer 2006 2006 - 2006
Skills
Marketing, Teamwork, Business Development, Customer Service, Marketing Strategy, Leadership, Entrepreneurship, Sales, Management, Social Media Marketing, Marketing Communications, Public Speaking, Social Networking, Strategy, Microsoft Office
Education
Università degli Studi di Torino 2012 — 2013
Italian 1, 2, 3, 4, 5
CSU Chico 2008 — 2013
Bachelor's degree, Marketing
Los Gatos High School 2003 — 2008
High School Diploma, 3.0
Eric B. Soiland's Morgan Stanley Experience December 1989 - May 1998
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2007 - Present
Smith Barney May 1998 - October 2007
Morgan Stanley December 1989 - May 1998
Skills
Retirement Planning, Financial Advisory, Investments, Insurance, Investment Strategies, 401k, Medicare, Social Security, Plannning, Asset Allocation, Mutual Funds, Securities, High Net Worth..., IRAs, Fixed Annuities, Investment Advice, Legacy Planning, Eldercare Planning, Personalized Wealth..., Estate Investment..., Tax-advantaged..., Retirement Income...
Education
California Lutheran University 1977 — 1981
Bachelor of Science, Business
Montgomery High 1972 — 1976
Wells Fargo Advisors, LLC October 2007 - Present
Smith Barney May 1998 - October 2007
Morgan Stanley December 1989 - May 1998
Skills
Retirement Planning, Financial Advisory, Investments, Insurance, Investment Strategies, 401k, Medicare, Social Security, Plannning, Asset Allocation, Mutual Funds, Securities, High Net Worth..., IRAs, Fixed Annuities, Investment Advice, Legacy Planning, Eldercare Planning, Personalized Wealth..., Estate Investment..., Tax-advantaged..., Retirement Income...
Education
California Lutheran University 1977 — 1981
Bachelor of Science, Business
Montgomery High 1972 — 1976
Rick Connett, MBA Rick Connett, MBA's Morgan Stanley Experience October 1995 - December 2006
Job Financial Advisor | Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2006 - Present
Morgan Stanley October 1995 - December 2006
Guzzardo & Associates 1980 - 1995
Education
Golden Gate University 1984 — 1987
MBA, Marketing
California Polytechnic State University-San Luis Obispo 1974 — 1978
BS, Environmental Design, Landscape Architecure
Ameriprise Financial Services, Inc. December 2006 - Present
Morgan Stanley October 1995 - December 2006
Guzzardo & Associates 1980 - 1995
Education
Golden Gate University 1984 — 1987
MBA, Marketing
California Polytechnic State University-San Luis Obispo 1974 — 1978
BS, Environmental Design, Landscape Architecure
David Reppas, CFP® David Reppas, CFP®'s Morgan Stanley Experience August 1988 - February 2009
Job Senior Vice PresidentWealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management February 2009 - Present
Morgan Stanley August 1988 - February 2009
EF Hutton November 1986 - August 1988
Skills
Financial Planning, Portfolio Management, Series 7, Wealth Management, Asset Allocation
Education
CSU Chico 1979 — 1982
BS, Finance, Economics
Chabot College 1978 — 1979
AA, General Studies
UBS Wealth Management February 2009 - Present
Morgan Stanley August 1988 - February 2009
EF Hutton November 1986 - August 1988
Skills
Financial Planning, Portfolio Management, Series 7, Wealth Management, Asset Allocation
Education
CSU Chico 1979 — 1982
BS, Finance, Economics
Chabot College 1978 — 1979
AA, General Studies
Erika Jimenez's Morgan Stanley Experience May 2008 - June 2009
Job Registered Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2015 - Present
Harborstone Credit Union August 2011 - April 2015
Purcell Advisory Services, LLC March 2011 - June 2011
Umpqua Bank July 2010 - March 2011
Butte Community Bank June 2009 - August 2010
Morgan Stanley May 2008 - June 2009
Skills
Customer Service, Microsoft Office, Series 7, Outlook, PowerPoint, Sales, Microsoft Word, Social Media, Access, Risk Management, Microsoft Excel, Organizational..., Task Management, Team Oriented, Excel, Customer Relations, Problem Solving, Filing, Event Planning, Scheduling, Salesforce.com, Accountability, Banking, Series 66, Seminar Presentations, Flexibility
Education
California State University-Sacramento 2007 — 2009
Finance, Economics
Moraine Valley Community College 2006 — 2007
California Polytechnic State University-San Luis Obispo 2005 — 2006
Business
UBS Wealth Management April 2015 - Present
Harborstone Credit Union August 2011 - April 2015
Purcell Advisory Services, LLC March 2011 - June 2011
Umpqua Bank July 2010 - March 2011
Butte Community Bank June 2009 - August 2010
Morgan Stanley May 2008 - June 2009
Skills
Customer Service, Microsoft Office, Series 7, Outlook, PowerPoint, Sales, Microsoft Word, Social Media, Access, Risk Management, Microsoft Excel, Organizational..., Task Management, Team Oriented, Excel, Customer Relations, Problem Solving, Filing, Event Planning, Scheduling, Salesforce.com, Accountability, Banking, Series 66, Seminar Presentations, Flexibility
Education
California State University-Sacramento 2007 — 2009
Finance, Economics
Moraine Valley Community College 2006 — 2007
California Polytechnic State University-San Luis Obispo 2005 — 2006
Business
Helen Fuell Helen Fuell's Morgan Stanley Experience April 1998 - July 1999
Job Digital HR and Recruiting Leader (London/NY/SF)
Industry Marketing and Advertising
Experience
Beyond May 2011 - Present
Bite Communications October 2005 - January 2013
Wells Fargo Securities December 2002 - October 2005
Thomas Weisel Partners December 2001 - December 2002
Sapient April 2000 - July 2001
Genesis Burson Marsteller April 1999 - June 2000
Morgan Stanley April 1998 - July 1999
Skills
Social Media, Integrated Marketing, Recruiting, Strategic HR, Event Planning, Social Networking, Social Media Marketing, Public Relations, Talent Acquisition, Internal Communications, Leadership, Analytics, Facebook, Human Resources, Management, Program Management, Marketing Communications, New Media, Digital Media, Technical Recruiting, Mobile Devices, Employee Relations, Digital Strategy, Talent Management, Strategy, Digital Marketing
Education
California Polytechnic State University-San Luis Obispo 1993 — 1998
BS, Journalism
Churchill High 1991 — 1993
Beyond May 2011 - Present
Bite Communications October 2005 - January 2013
Wells Fargo Securities December 2002 - October 2005
Thomas Weisel Partners December 2001 - December 2002
Sapient April 2000 - July 2001
Genesis Burson Marsteller April 1999 - June 2000
Morgan Stanley April 1998 - July 1999
Skills
Social Media, Integrated Marketing, Recruiting, Strategic HR, Event Planning, Social Networking, Social Media Marketing, Public Relations, Talent Acquisition, Internal Communications, Leadership, Analytics, Facebook, Human Resources, Management, Program Management, Marketing Communications, New Media, Digital Media, Technical Recruiting, Mobile Devices, Employee Relations, Digital Strategy, Talent Management, Strategy, Digital Marketing
Education
California Polytechnic State University-San Luis Obispo 1993 — 1998
BS, Journalism
Churchill High 1991 — 1993
Chris Corona Chris Corona's Morgan Stanley Experience April 2009 - Present
Job Senior VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2009 - Present
Wells Fargo Investments June 1994 - April 2009
Skills
Series 7, Portfolio Management, Series 63, Financial Modeling, Mutual Funds, Investments, Wealth Management, Asset Allocation, Alternative Investments, Retirement Planning, Business Process..., Fixed Income, Wealth Management..., Series 65
Education
Cal Poly San Luis Obispo 1989 — 1994
Economics, Financial Management
Morgan Stanley April 2009 - Present
Wells Fargo Investments June 1994 - April 2009
Skills
Series 7, Portfolio Management, Series 63, Financial Modeling, Mutual Funds, Investments, Wealth Management, Asset Allocation, Alternative Investments, Retirement Planning, Business Process..., Fixed Income, Wealth Management..., Series 65
Education
Cal Poly San Luis Obispo 1989 — 1994
Economics, Financial Management
Herbert Nishii Herbert Nishii's Morgan Stanley Experience June 2001 - December 2005
Job Senior Consulting Associate at Wurts & Associates
Industry Financial Services
Experience
Wurts & Associates October 2006 - Present
State of Hawaii Employees' Retirement System January 2006 - October 2006
Morgan Stanley June 2001 - December 2005
Skills
Asset Managment, Financial Modeling, Trading Strategies, Asset Allocation, Due Diligence, Analysis, Valuation, Portfolio Management, Equities, Hedge Funds, Fixed Income, Alternative Investments, Investments, Investment Management, Investment Strategies, Capital Markets, Private Equity, Financial Analysis, Asset Management, Forecasting
Education
University of Southern California - Marshall School of Business 2009 — 2012
MBA
University of Hawaii - Shidler College of Business 1998 — 2004
BBA, Finance & Management Information Systems
California State Polytechnic University-Pomona 1999 — 2000
Computer Science
Wurts & Associates October 2006 - Present
State of Hawaii Employees' Retirement System January 2006 - October 2006
Morgan Stanley June 2001 - December 2005
Skills
Asset Managment, Financial Modeling, Trading Strategies, Asset Allocation, Due Diligence, Analysis, Valuation, Portfolio Management, Equities, Hedge Funds, Fixed Income, Alternative Investments, Investments, Investment Management, Investment Strategies, Capital Markets, Private Equity, Financial Analysis, Asset Management, Forecasting
Education
University of Southern California - Marshall School of Business 2009 — 2012
MBA
University of Hawaii - Shidler College of Business 1998 — 2004
BBA, Finance & Management Information Systems
California State Polytechnic University-Pomona 1999 — 2000
Computer Science
Jackie Headley Jackie Headley's Morgan Stanley Experience June 2013 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2013 - Present
HF Financial / Mass Mutual January 2009 - June 2013
CP Morgan 2005 - 2007
Bank of America February 2004 - February 2005
Austin, Falls & Chandler, CPA January 2003 - January 2004
Skills
Strategic Financial..., Insurance, Finance, Investments, Financial Services, Wealth Management, Retirement Planning, Financial Planners, Small Business, Disability Insurance, Long Term Care Insurance, Retirement, Fixed Annuities, Long-term Care, Uniform Combined State..., 401k, Life Insurance, Wealth Accumulation, Accounting, Access, Financial Planning
Education
UNC Charlotte 1999 — 2002
BSBA, Management Information Systems
UNC Charlotte 1999 — 2002
BS, Accounting
California Lutheran University
California Lutheran University
California Lutheran University
California Lutheran University
Kingston Technical High
Morgan Stanley June 2013 - Present
HF Financial / Mass Mutual January 2009 - June 2013
CP Morgan 2005 - 2007
Bank of America February 2004 - February 2005
Austin, Falls & Chandler, CPA January 2003 - January 2004
Skills
Strategic Financial..., Insurance, Finance, Investments, Financial Services, Wealth Management, Retirement Planning, Financial Planners, Small Business, Disability Insurance, Long Term Care Insurance, Retirement, Fixed Annuities, Long-term Care, Uniform Combined State..., 401k, Life Insurance, Wealth Accumulation, Accounting, Access, Financial Planning
Education
UNC Charlotte 1999 — 2002
BSBA, Management Information Systems
UNC Charlotte 1999 — 2002
BS, Accounting
California Lutheran University
California Lutheran University
California Lutheran University
California Lutheran University
Kingston Technical High
Lisa Gervais, CFP® Lisa Gervais, CFP®'s Morgan Stanley Experience June 2004 - April 2005
Job provides tailored financial services to businesses and individuals
Industry Financial Services
Experience
Graystone Consulting March 2011 - May 2014
First Allied/ Advanced Equities 2011- Present January 2011 - February 2011
Merrill Lynch 2006 June 2006 - September 2010
Washington Mutual and WM Financial Services 2005 August 2005 - March 2006
Morgan Stanley June 2004 - April 2005
2004-2005 January 1999 - January 2000
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
BS, Business Administration Finance and Marketing
Graystone Consulting March 2011 - May 2014
First Allied/ Advanced Equities 2011- Present January 2011 - February 2011
Merrill Lynch 2006 June 2006 - September 2010
Washington Mutual and WM Financial Services 2005 August 2005 - March 2006
Morgan Stanley June 2004 - April 2005
2004-2005 January 1999 - January 2000
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
BS, Business Administration Finance and Marketing
Dan Biederman, CIMA® Dan Biederman, CIMA®'s Morgan Stanley Experience 1984 - Present
Job Senior Vice President, Senior Investment Management Consultant, Financial Advisor, the Biederman Group at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley 1984 - Present
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.)
Morgan Stanley 1984 - Present
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.)
Dana Specht, Masters of Financial Planning, CRC®'s Morgan Stanley Experience May 1994 - February 2000
Job Associate Vice President Investments, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC February 2000 - Present
Morgan Stanley May 1994 - February 2000
Red Robin International 1989 - 1992
Skills
Retirement Planning, Work with Estate..., Estate Planning, Estate Securities..., Mutual Funds, Stocks, Bonds & Fixed Income..., Annuities, Business Retirement..., Life Insurance, Long Term Care Insurance, College Savings Planning, Portfolio Management, Corporate Cash..., Quality Client Service..., Asset Managment, Financial Analysis, Overall Financial...
Education
College of Financial Planning 2003 — 2005
Masters in Financial Planning, Financial Planning
California State Polytechnic University-Pomona 1987 — 1989
Bachelors, Finance, Real Estate & Law
Chaffey Community College 1986 — 1987
Associates, Business Administration
Citrus Community College 1984 — 1986
Business Administration and Management, General
Bonita High School 1980 — 1984
High School Diploma, Business
Wells Fargo Advisors LLC February 2000 - Present
Morgan Stanley May 1994 - February 2000
Red Robin International 1989 - 1992
Skills
Retirement Planning, Work with Estate..., Estate Planning, Estate Securities..., Mutual Funds, Stocks, Bonds & Fixed Income..., Annuities, Business Retirement..., Life Insurance, Long Term Care Insurance, College Savings Planning, Portfolio Management, Corporate Cash..., Quality Client Service..., Asset Managment, Financial Analysis, Overall Financial...
Education
College of Financial Planning 2003 — 2005
Masters in Financial Planning, Financial Planning
California State Polytechnic University-Pomona 1987 — 1989
Bachelors, Finance, Real Estate & Law
Chaffey Community College 1986 — 1987
Associates, Business Administration
Citrus Community College 1984 — 1986
Business Administration and Management, General
Bonita High School 1980 — 1984
High School Diploma, Business
Brian McAdams Brian McAdams's Morgan Stanley Experience February 2014 - Present
Job Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley February 2014 - Present
Wedgewood Wedding & Banquet Centers May 2010 - August 2013
Kumon August 2009 - May 2010
C & M Publications May 2008 - August 2009
Skills
Fixed Income, Bloomberg Terminal, Portfolio Management, Asset Allocation, Excel, PowerPoint, Microsoft Office, Facebook, iWork, Public Speaking, Word, Microsoft Excel, Microsoft Word, Spanish, SPSS, Advertising, Master Scuba Diver, Sales, Social Media, Finance, Customer Service, Data Analysis
Education
University of San Francisco 2013 — 2014
Master’s Degree, Financial Analysis
Cal State San Marcos 2008 — 2013
Bachelor of Science (BS), Finance
Morgan Stanley February 2014 - Present
Wedgewood Wedding & Banquet Centers May 2010 - August 2013
Kumon August 2009 - May 2010
C & M Publications May 2008 - August 2009
Skills
Fixed Income, Bloomberg Terminal, Portfolio Management, Asset Allocation, Excel, PowerPoint, Microsoft Office, Facebook, iWork, Public Speaking, Word, Microsoft Excel, Microsoft Word, Spanish, SPSS, Advertising, Master Scuba Diver, Sales, Social Media, Finance, Customer Service, Data Analysis
Education
University of San Francisco 2013 — 2014
Master’s Degree, Financial Analysis
Cal State San Marcos 2008 — 2013
Bachelor of Science (BS), Finance
John (JT) Fisher's Morgan Stanley Experience June 2004 - August 2004
Job Regional Sales Manager
Industry Internet
Experience
OneLogin, Inc. May 2014 - Present
Reputation.com October 2011 - April 2014
Merrill Lynch September 2008 - October 2011
Northrop Grumman June 2006 - September 2008
Morgan Stanley June 2004 - August 2004
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Business Development, Risk Management, Investments, Series 7, Process Improvement, Start-ups, Valuation, Portfolio Management, Finance, Corporate Finance, Due Diligence, Strategy, Accounting
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Business Administration, Finance and Accounting with Minor in Economics
OneLogin, Inc. May 2014 - Present
Reputation.com October 2011 - April 2014
Merrill Lynch September 2008 - October 2011
Northrop Grumman June 2006 - September 2008
Morgan Stanley June 2004 - August 2004
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Business Development, Risk Management, Investments, Series 7, Process Improvement, Start-ups, Valuation, Portfolio Management, Finance, Corporate Finance, Due Diligence, Strategy, Accounting
Education
California Polytechnic State University-San Luis Obispo 2002 — 2006
Business Administration, Finance and Accounting with Minor in Economics
James Waldal James Waldal's Morgan Stanley Experience January 2001 - September 2005
Job Financial Advisor
Industry Financial Services
Experience
LPL Financial September 2005 - Present
Morgan Stanley January 2001 - September 2005
Waldal, Inc. November 1997 - January 2001
Estate Planning Incorporated June 1996 - September 1997
Vail Bicycle Services May 1992 - June 1996
Skills
Financial Planning, Retirement Planning, Asset Allocation, Estate Planning, Investments, Portfolio Management, Insurance, Wealth Management, Series 7, Annuities, Mutual Funds, Series 63
Education
California State University-Chico 1986 — 1988
Business, Business Administration and Marketing
University of California, Santa Barbara 1985 — 1986
Business, Economics
LPL Financial September 2005 - Present
Morgan Stanley January 2001 - September 2005
Waldal, Inc. November 1997 - January 2001
Estate Planning Incorporated June 1996 - September 1997
Vail Bicycle Services May 1992 - June 1996
Skills
Financial Planning, Retirement Planning, Asset Allocation, Estate Planning, Investments, Portfolio Management, Insurance, Wealth Management, Series 7, Annuities, Mutual Funds, Series 63
Education
California State University-Chico 1986 — 1988
Business, Business Administration and Marketing
University of California, Santa Barbara 1985 — 1986
Business, Economics
David Mayhall's Morgan Stanley Experience May 1999 - May 2000
Job Drilling Engineering Solutions Manager at Halliburton
Industry Oil & Energy
Experience
Halliburton August 2014 - Present
Halliburton March 2013 - August 2014
Fronterra Geosciences August 2011 - December 2012
Enventure Global Technology February 2009 - August 2011
Baker Hughes INTEQ March 2008 - February 2009
Baker Hughes INTEQ April 2007 - March 2008
Baker Hughes INTEQ December 2003 - April 2007
Baker Hughes INTEQ May 2000 - December 2003
Morgan Stanley May 1999 - May 2000
Schlumberger March 1997 - March 1999
Skills
Drilling, Account Management, Tender Process, Energy Industry, Formation Evaluation, Directional Drilling, Business Development, Business Strategy, Deepwater, Petroleum Geology, Drilling Engineering, Oilfield, Earth Science, Offshore Drilling, Geology, Oil & Gas Industry, Energy, Mineral Exploration, Petrophysics, Petroleum Engineering
Education
The University of Chicago - Booth School of Business 2006 — 2006
Certificate, Executive Education
California Institute of Technology 2006 — 2006
Executive Education Marketing - Caltech, Strategic Marketing of Technology Products
University of Tulsa
Bachelor of Science, Geology
California State University-Bakersfield
Geologic Field Camp
Halliburton August 2014 - Present
Halliburton March 2013 - August 2014
Fronterra Geosciences August 2011 - December 2012
Enventure Global Technology February 2009 - August 2011
Baker Hughes INTEQ March 2008 - February 2009
Baker Hughes INTEQ April 2007 - March 2008
Baker Hughes INTEQ December 2003 - April 2007
Baker Hughes INTEQ May 2000 - December 2003
Morgan Stanley May 1999 - May 2000
Schlumberger March 1997 - March 1999
Skills
Drilling, Account Management, Tender Process, Energy Industry, Formation Evaluation, Directional Drilling, Business Development, Business Strategy, Deepwater, Petroleum Geology, Drilling Engineering, Oilfield, Earth Science, Offshore Drilling, Geology, Oil & Gas Industry, Energy, Mineral Exploration, Petrophysics, Petroleum Engineering
Education
The University of Chicago - Booth School of Business 2006 — 2006
Certificate, Executive Education
California Institute of Technology 2006 — 2006
Executive Education Marketing - Caltech, Strategic Marketing of Technology Products
University of Tulsa
Bachelor of Science, Geology
California State University-Bakersfield
Geologic Field Camp
Ravish Joshi's Morgan Stanley Experience June 2015 - Present
Job Financial Advisor at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Merrill Lynch September 2012 - June 2015
Western International Securities July 2011 - September 2012
John Rocha Enterprise August 2008 - April 2009
RE/Max Accord August 2007 - April 2009
Skills
SQL, Financial Analysis, Financial Modeling, Investment Advisory, Series 7, Series 63, Sales Support, Sales Operations, Sales Management, Alternative investment, Financial Accounting, Series 66, Alternative Investments, Equities, Finance
Education
Saint Mary's College of California 2012 — 2013
Masters of Science, Financial Analysis Investment Management
California State University-East Bay 2009 — 2011
B.S., Business Administration, Finance, Economics
Morgan Stanley June 2015 - Present
Merrill Lynch September 2012 - June 2015
Western International Securities July 2011 - September 2012
John Rocha Enterprise August 2008 - April 2009
RE/Max Accord August 2007 - April 2009
Skills
SQL, Financial Analysis, Financial Modeling, Investment Advisory, Series 7, Series 63, Sales Support, Sales Operations, Sales Management, Alternative investment, Financial Accounting, Series 66, Alternative Investments, Equities, Finance
Education
Saint Mary's College of California 2012 — 2013
Masters of Science, Financial Analysis Investment Management
California State University-East Bay 2009 — 2011
B.S., Business Administration, Finance, Economics
Bruce Sanders's Morgan Stanley Experience April 2002 - December 2007
Job Waddell & Reed Financial Advisors
Industry Investment Management
Experience
Waddell & Reed Financial Advisors, Inc. June 2015 - Present
Waddell & Reed Financial Advisors June 2015 - Present
Morgan Stanley April 2002 - December 2007
SunTrust Robinson Humphrey August 1998 - April 2001
Skills
Strategic Financial..., Alternative Investments, Advanced Tax Free...
Education
California State University-Fresno 1969 — 1974
BA Public Administration; MS Phys Ed/Sport Physiology, Public Administration and Journalism
Fresno State University Bulldogs
BA in Public Administration and MS in Sport Physiology, Communications and Management
Waddell & Reed Financial Advisors, Inc. June 2015 - Present
Waddell & Reed Financial Advisors June 2015 - Present
Morgan Stanley April 2002 - December 2007
SunTrust Robinson Humphrey August 1998 - April 2001
Skills
Strategic Financial..., Alternative Investments, Advanced Tax Free...
Education
California State University-Fresno 1969 — 1974
BA Public Administration; MS Phys Ed/Sport Physiology, Public Administration and Journalism
Fresno State University Bulldogs
BA in Public Administration and MS in Sport Physiology, Communications and Management
Lynn Dordahl Lynn Dordahl's Morgan Stanley Experience September 1999 - June 2001
Job Real Estate Appraiser at Advance Real Estate Appraisal and Real Estate Consultant
Industry Real Estate
Experience
Advance Real Estate Appraisal December 2004 - Present
Morgan Stanley September 1999 - June 2001
Gloria Dei Lutheran Church 1999 - 2000
Fluor Daniel July 1996 - September 1997
General Dynamics Pomona Division June 1986 - June 1988
Irvine Company May 1985 - June 1986
Skills
Appraisals, Residential Homes, Investments, Investment Properties, Real Estate, Investors, Commercial Real Estate, Real Estate Transactions, Real Estate Development, Real Estate Economics, Land Acquisition, Appraising, Single Family Homes, Condos
Education
University of La Verne 1990 — 1993
MBA, Finance, stratigic planning
California State Polytechnic University-Pomona 1979 — 1984
BS, Agricultural Business Management
Appraisal Institute Designation Class
Advance Real Estate Appraisal December 2004 - Present
Morgan Stanley September 1999 - June 2001
Gloria Dei Lutheran Church 1999 - 2000
Fluor Daniel July 1996 - September 1997
General Dynamics Pomona Division June 1986 - June 1988
Irvine Company May 1985 - June 1986
Skills
Appraisals, Residential Homes, Investments, Investment Properties, Real Estate, Investors, Commercial Real Estate, Real Estate Transactions, Real Estate Development, Real Estate Economics, Land Acquisition, Appraising, Single Family Homes, Condos
Education
University of La Verne 1990 — 1993
MBA, Finance, stratigic planning
California State Polytechnic University-Pomona 1979 — 1984
BS, Agricultural Business Management
Appraisal Institute Designation Class
Francis Marantal Francis Marantal's Morgan Stanley Experience March 2010 - March 2011
Job Experienced Sales & Marketing Professional in Software and Wealth Management
Industry Financial Services
Experience
Etrade September 2013 - January 2015
JP Morgan Chase July 2011 - August 2013
Morgan Stanley March 2010 - March 2011
Prudential Financial August 2009 - February 2010
HCL Technologies October 2007 - September 2008
Microsoft October 2004 - September 2007
Oracle June 2002 - September 2004
CAST August 2000 - May 2002
Informatica January 2000 - July 2000
Applied Biosystems March 1998 - December 1999
Skills
Sales, Marketing, Business Development, Software, Investments
Education
University of San Francisco 2009 — 2010
Master of Business Administration (MBA), Business
California Polytechnic State University-San Luis Obispo 1991 — 1996
Bachelor of Science (BS), Microbiology & Biochemistry
St. Ignatius College Preparatory 1987 — 1991
High School, General Studies
Etrade September 2013 - January 2015
JP Morgan Chase July 2011 - August 2013
Morgan Stanley March 2010 - March 2011
Prudential Financial August 2009 - February 2010
HCL Technologies October 2007 - September 2008
Microsoft October 2004 - September 2007
Oracle June 2002 - September 2004
CAST August 2000 - May 2002
Informatica January 2000 - July 2000
Applied Biosystems March 1998 - December 1999
Skills
Sales, Marketing, Business Development, Software, Investments
Education
University of San Francisco 2009 — 2010
Master of Business Administration (MBA), Business
California Polytechnic State University-San Luis Obispo 1991 — 1996
Bachelor of Science (BS), Microbiology & Biochemistry
St. Ignatius College Preparatory 1987 — 1991
High School, General Studies
Dawn M Berry Dawn M Berry's Morgan Stanley Experience 2012 - Present
Job Technology & Data at Morgan Stanley
Industry Banking
Experience
Morgan Stanley 2012 - Present
AllianceBernstein 2005 - 2011
AllianceBernstein 2000 - 2005
Sanford C. Bernstein 1998 - 2000
HarperCollins Publishers 1995 - 1998
Education
University of Rhode Island
Management Information Systems; Management Science/Statistics
California State Polytechnic University-Pomona
Computer Systems Engineering
Morgan Stanley 2012 - Present
AllianceBernstein 2005 - 2011
AllianceBernstein 2000 - 2005
Sanford C. Bernstein 1998 - 2000
HarperCollins Publishers 1995 - 1998
Education
University of Rhode Island
Management Information Systems; Management Science/Statistics
California State Polytechnic University-Pomona
Computer Systems Engineering
Felix Tang Felix Tang's Morgan Stanley Experience October 2011 - Present
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley October 2011 - Present
TLRE Capital Partners February 2011 - October 2011
BestOcean Worldwide Logistics October 2010 - October 2011
Air Tiger Express April 2010 - October 2010
Falken Tire Corporation January 2009 - March 2010
Cipher Media Group, Inc October 2006 - March 2009
Hajame Racer August 2003 - June 2006
Education
California State Polytechnic University-Pomona 2006 — 2008
Bachelor of Science, Finance
Morgan Stanley October 2011 - Present
TLRE Capital Partners February 2011 - October 2011
BestOcean Worldwide Logistics October 2010 - October 2011
Air Tiger Express April 2010 - October 2010
Falken Tire Corporation January 2009 - March 2010
Cipher Media Group, Inc October 2006 - March 2009
Hajame Racer August 2003 - June 2006
Education
California State Polytechnic University-Pomona 2006 — 2008
Bachelor of Science, Finance
Alexis Moinpour Alexis Moinpour's Morgan Stanley Experience September 2010 - June 2011
Job Account Manager at Amazon Web Services
Industry Information Technology and Services
Experience
Amazon Web Services December 2014 - Present
Oracle July 2013 - November 2014
Morgan Stanley September 2010 - June 2011
Mutual Securities Inc. June 2008 - September 2009
Skills
Sales, Portfolio Management, Management, Public Speaking, Analytics, Account Management, Analysis, Fixed Income, Microsoft Office, Risk Management, Financial Modeling, Direct Sales, Investments, Banking, Equities, Bloomberg, Corporate Finance, Trading, Sales Management, Technology, B2B, Field Sales, SaaS, PowerPoint, Enterprise Software, Microsoft Excel, CRM
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Amazon Web Services December 2014 - Present
Oracle July 2013 - November 2014
Morgan Stanley September 2010 - June 2011
Mutual Securities Inc. June 2008 - September 2009
Skills
Sales, Portfolio Management, Management, Public Speaking, Analytics, Account Management, Analysis, Fixed Income, Microsoft Office, Risk Management, Financial Modeling, Direct Sales, Investments, Banking, Equities, Bloomberg, Corporate Finance, Trading, Sales Management, Technology, B2B, Field Sales, SaaS, PowerPoint, Enterprise Software, Microsoft Excel, CRM
Education
California Polytechnic State University-San Luis Obispo 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Jason Rath Jason Rath's Morgan Stanley Experience August 2005 - February 2008
Job Recruiting Manager at Quantlab Financial
Industry Financial Services
Experience
Quantlab Financial August 2012 - Present
Newedge December 2011 - August 2012
Citi July 2010 - July 2011
Alpha Return Recruiting March 2008 - June 2010
Morgan Stanley August 2005 - February 2008
Skills
Recruiting, Technical Recruiting, Talent Acquisition, College Recruiting, Applicant Tracking..., Sourcing, Interviews, Executive Search, Internet Recruiting, Human Resources, Employee Relations, Onboarding, Benefits Negotiation, SDLC, Contract Recruitment, Staffing Services, Temporary Placement, Employee Benefits, Vendor Management, Boolean Searching, Sales and Trading..., Quant Recruiting, Networking, Consulting, Management
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Arts (BA), History
Quantlab Financial August 2012 - Present
Newedge December 2011 - August 2012
Citi July 2010 - July 2011
Alpha Return Recruiting March 2008 - June 2010
Morgan Stanley August 2005 - February 2008
Skills
Recruiting, Technical Recruiting, Talent Acquisition, College Recruiting, Applicant Tracking..., Sourcing, Interviews, Executive Search, Internet Recruiting, Human Resources, Employee Relations, Onboarding, Benefits Negotiation, SDLC, Contract Recruitment, Staffing Services, Temporary Placement, Employee Benefits, Vendor Management, Boolean Searching, Sales and Trading..., Quant Recruiting, Networking, Consulting, Management
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Arts (BA), History
Themba Magagula Themba Magagula's Morgan Stanley Experience September 2008 - December 2010
Job Risk Management Analyst
Industry Government Administration
Experience
Department of Veterans Affairs - Center for Verification and Evaluation November 2012 - Present
Merrill Edge January 2000 - November 2012
Capital One January 2011 - May 2011
Morgan Stanley September 2008 - December 2010
Skills
Financial Risk, Small Business, Cash Flow, Finance, Insurance, Investments, New Business Development, Portfolio Management, Risk Management
Education
California State Polytechnic University-Pomona 1995 — 1999
Bachelor's degree, International Business and Marketing
Waterford kamhlaba 1990 — 1992
High School Diploma
University of Maryland University College
Master of Business Administration (MBA), Business Administration and Management, General
Department of Veterans Affairs - Center for Verification and Evaluation November 2012 - Present
Merrill Edge January 2000 - November 2012
Capital One January 2011 - May 2011
Morgan Stanley September 2008 - December 2010
Skills
Financial Risk, Small Business, Cash Flow, Finance, Insurance, Investments, New Business Development, Portfolio Management, Risk Management
Education
California State Polytechnic University-Pomona 1995 — 1999
Bachelor's degree, International Business and Marketing
Waterford kamhlaba 1990 — 1992
High School Diploma
University of Maryland University College
Master of Business Administration (MBA), Business Administration and Management, General
Phillip B. Ruggeiro Jr. Phillip B. Ruggeiro Jr.'s Morgan Stanley Experience 1988 - 1990
Job Senior Vice President at Wedbush Securities
Industry Investment Banking
Experience
Wedbush Securities January 2001 - Present
Miller & Schroeder Financial March 1999 - January 2001
O'Connor & Co. / Southwest Securities Group (SWS) January 1993 - March 1999
Morgan Stanley 1988 - 1990
Morgan Stanley 1988 - 1990
Morgan Stanley 1988 - 1990
Morgan Stanley 1988 - 1990
Morgan Stanley 1988 - 1990
Morgan Stanley 1988 - 1990
Morgan Stanley 1988 - 1990
Skills
Capital Markets, Investment Banking, Fixed Income, Trading, Banking, Financial Modeling, Series 7, Securities, Investment Management, Asset Management, Sales, Hedge Funds, Portfolio Management, Asset Managment
Education
California Polytechnic State University-San Luis Obispo 1982 — 1987
Finance, Business Administration
Loyola High School (Jesuit Prep) 1978 — 1982
Wedbush Securities January 2001 - Present
Miller & Schroeder Financial March 1999 - January 2001
O'Connor & Co. / Southwest Securities Group (SWS) January 1993 - March 1999
Morgan Stanley 1988 - 1990
Morgan Stanley 1988 - 1990
Morgan Stanley 1988 - 1990
Morgan Stanley 1988 - 1990
Morgan Stanley 1988 - 1990
Morgan Stanley 1988 - 1990
Morgan Stanley 1988 - 1990
Skills
Capital Markets, Investment Banking, Fixed Income, Trading, Banking, Financial Modeling, Series 7, Securities, Investment Management, Asset Management, Sales, Hedge Funds, Portfolio Management, Asset Managment
Education
California Polytechnic State University-San Luis Obispo 1982 — 1987
Finance, Business Administration
Loyola High School (Jesuit Prep) 1978 — 1982
Sheri A. Williams Sheri A. Williams's Morgan Stanley Experience December 2012 - Present
Job Financial Services
Industry Financial Services
Experience
Morgan Stanley December 2012 - Present
State of New Mexico March 2011 - March 2012
Skills
Strategic Financial..., Investments, Financial Analysis, Portfolio Management, Financial Modeling, Asset Management, Finance, Risk Management, Financial Reporting, Fixed Income, Retirement Planning, Series 7, Insurance, Wealth Management, Accounting, Mutual Funds, Capital Markets, Asset Allocation, Securities, Series 63, Financial Risk, Financial Advisory, Investment Strategies
Education
Fresno Pacific University 2005 — 2006
BA, Management and Organizational Development; Business
California State University-Fresno 1996 — 1996
attended both undergraduate and graduate classes, Business and MPH classes
Morgan Stanley December 2012 - Present
State of New Mexico March 2011 - March 2012
Skills
Strategic Financial..., Investments, Financial Analysis, Portfolio Management, Financial Modeling, Asset Management, Finance, Risk Management, Financial Reporting, Fixed Income, Retirement Planning, Series 7, Insurance, Wealth Management, Accounting, Mutual Funds, Capital Markets, Asset Allocation, Securities, Series 63, Financial Risk, Financial Advisory, Investment Strategies
Education
Fresno Pacific University 2005 — 2006
BA, Management and Organizational Development; Business
California State University-Fresno 1996 — 1996
attended both undergraduate and graduate classes, Business and MPH classes
Bryan Thoensen Bryan Thoensen's Morgan Stanley Experience May 2000 - May 2001
Job Senior Vice President, Content
Industry Entertainment
Experience
Fullscreen, Inc January 2015 - Present
Hulu January 2011 - November 2014
William Morris Endeavor Entertainment May 2002 - January 2011
Miramax Films 2003 - 2005
UBS September 2001 - May 2002
PIMCO May 2001 - September 2001
Morgan Stanley May 2000 - May 2001
Skills
Digital Media, Entertainment, Advertising, New Business Development, Promotions, Television, Integrated Marketing, Video, Production, Account Management, Copywriting, Negotiation, Advertising Sales, Online Advertising, Online Video, Strategic Partnerships, New Media, Marketing Strategy
Education
California Polytechnic State University-San Luis Obispo 1996 — 2000
BS, Political Science, Pre-Law, English
Irvine High School 1993 — 1996
Fullscreen, Inc January 2015 - Present
Hulu January 2011 - November 2014
William Morris Endeavor Entertainment May 2002 - January 2011
Miramax Films 2003 - 2005
UBS September 2001 - May 2002
PIMCO May 2001 - September 2001
Morgan Stanley May 2000 - May 2001
Skills
Digital Media, Entertainment, Advertising, New Business Development, Promotions, Television, Integrated Marketing, Video, Production, Account Management, Copywriting, Negotiation, Advertising Sales, Online Advertising, Online Video, Strategic Partnerships, New Media, Marketing Strategy
Education
California Polytechnic State University-San Luis Obispo 1996 — 2000
BS, Political Science, Pre-Law, English
Irvine High School 1993 — 1996
Ryan R. Purkiss, AIF® CFP® Ryan R. Purkiss, AIF® CFP®'s Morgan Stanley Experience January 2001 - August 2005
Job Certified Financial Planner™ Professional ThiesenDueker Financial Consulting Group
Industry Financial Services
Experience
Thiesen-Dueker Financial Consulting Group December 2010 - Present
First Allied Securities March 2008 - October 2010
A.G. Edwards & Sons, Inc. August 2005 - March 2008
Morgan Stanley January 2001 - August 2005
Skills
Certified Financial..., Series 7, Series 66, Series 31, CA Insurance License
Education
Wharton Business School West Campus 2011 — 2011
AIF®, Accredited Investment Fiduciary
Fresno State University 2010 — 2010
Certificate Program In Financial Planning
California Polytechnic State University-San Luis Obispo 1995 — 2000
Bachelor of Science
Thiesen-Dueker Financial Consulting Group December 2010 - Present
First Allied Securities March 2008 - October 2010
A.G. Edwards & Sons, Inc. August 2005 - March 2008
Morgan Stanley January 2001 - August 2005
Skills
Certified Financial..., Series 7, Series 66, Series 31, CA Insurance License
Education
Wharton Business School West Campus 2011 — 2011
AIF®, Accredited Investment Fiduciary
Fresno State University 2010 — 2010
Certificate Program In Financial Planning
California Polytechnic State University-San Luis Obispo 1995 — 2000
Bachelor of Science
Michelle Olszewski-Fowler Michelle Olszewski-Fowler's Morgan Stanley Experience December 2003 - February 2006
Job Personal Use Only
Industry Investment Management
Experience
Van Kampen Investments February 2006 - October 2011
Morgan Stanley December 2003 - February 2006
Skills
Series 63, Series 7, Mutual Funds, Alternative Investments, Asset Allocation, Asset Management, ETFs, Investment Strategies, Securities, Separately Managed..., Wealth Management, Equities, Financial Advisory, Financial Services
Education
California State Polytechnic University-Pomona 2000 — 2002
BS, Business Managment
Van Kampen Investments February 2006 - October 2011
Morgan Stanley December 2003 - February 2006
Skills
Series 63, Series 7, Mutual Funds, Alternative Investments, Asset Allocation, Asset Management, ETFs, Investment Strategies, Securities, Separately Managed..., Wealth Management, Equities, Financial Advisory, Financial Services
Education
California State Polytechnic University-Pomona 2000 — 2002
BS, Business Managment
Gay Marie Bone, CFP® Gay Marie Bone, CFP®'s Morgan Stanley Experience January 1999 - April 2008
Job Associate Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. May 2008 - Present
Morgan Stanley January 1999 - April 2008
Dean Witter May 1995 - December 1998
Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Retirement, Insurance, Securities, Equities, Financial Services, Series 63
Education
Golden Gate University 1991 — 1993
MBA, Business Administration
California State University-Chico 1985 — 1988
B.S., Business Management
Cottey College 1983 — 1985
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Joel E. Ferris High School 1979 — 1983
high school, general
Holds FINRA Series 7, 63, 65, 31, registrations
Wells Fargo Advisors, LLC. May 2008 - Present
Morgan Stanley January 1999 - April 2008
Dean Witter May 1995 - December 1998
Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Retirement, Insurance, Securities, Equities, Financial Services, Series 63
Education
Golden Gate University 1991 — 1993
MBA, Business Administration
California State University-Chico 1985 — 1988
B.S., Business Management
Cottey College 1983 — 1985
Associate of Arts (AA), Liberal Arts and Sciences, General Studies and Humanities
Joel E. Ferris High School 1979 — 1983
high school, general
Holds FINRA Series 7, 63, 65, 31, registrations
Alan Belanger Alan Belanger's Morgan Stanley Experience June 1996 - July 1999
Job Senior Consultant Compute/Network/Storage/Virtualization, Architect and Engineer
Industry Information Technology and Services
Experience
Independent Professional Services Consultant January 2015 - Present
Cisco Systems February 2012 - January 2015
CenturyLink Technology Solutions (formerly Savvis) June 2011 - February 2012
Agilysys April 2009 - June 2011
NetApp June 2006 - May 2009
Wells Fargo February 2009 - April 2009
BNY Mellon September 2004 - May 2006
Charles Schwab June 2001 - July 2004
Tradeworx July 1999 - July 2001
Morgan Stanley June 1996 - July 1999
Skills
Virtualization, SAN, Data Center, Storage, Solaris, Disaster Recovery, Storage Area Networks, VMware, Operating Systems, NAS, Servers, Unix, NetApp, Cisco Technologies, Linux, Cloud Computing, Red Hat Linux, Firewalls, HP, Infrastructure, Storage Solutions, VMware ESX, Windows Server, System Administration, Enterprise Architecture, AIX, Enterprise Software, High Availability, Enterprise Storage, Troubleshooting, Storage Virtualization, Brocade, vSphere, VPN, Fibre Channel, iSCSI, NFS, VDI, WAN, HDS Storage, Ceph, Cisco IOS, NX-OS, ACI, Openstack, L2/L3 Ethernet/IP..., EIGRP, OSPF, IS-IS, MPLS, Cisco DWDM/ONS, Data Centre Architecture, Hitachi Data Systems..., FalconStor, Brocade Certified...
Education
California Polytechnic State University-San Luis Obispo
Electrical Engineering
California State University-Long Beach
Computer Science and Computer Engineering
Independent Professional Services Consultant January 2015 - Present
Cisco Systems February 2012 - January 2015
CenturyLink Technology Solutions (formerly Savvis) June 2011 - February 2012
Agilysys April 2009 - June 2011
NetApp June 2006 - May 2009
Wells Fargo February 2009 - April 2009
BNY Mellon September 2004 - May 2006
Charles Schwab June 2001 - July 2004
Tradeworx July 1999 - July 2001
Morgan Stanley June 1996 - July 1999
Skills
Virtualization, SAN, Data Center, Storage, Solaris, Disaster Recovery, Storage Area Networks, VMware, Operating Systems, NAS, Servers, Unix, NetApp, Cisco Technologies, Linux, Cloud Computing, Red Hat Linux, Firewalls, HP, Infrastructure, Storage Solutions, VMware ESX, Windows Server, System Administration, Enterprise Architecture, AIX, Enterprise Software, High Availability, Enterprise Storage, Troubleshooting, Storage Virtualization, Brocade, vSphere, VPN, Fibre Channel, iSCSI, NFS, VDI, WAN, HDS Storage, Ceph, Cisco IOS, NX-OS, ACI, Openstack, L2/L3 Ethernet/IP..., EIGRP, OSPF, IS-IS, MPLS, Cisco DWDM/ONS, Data Centre Architecture, Hitachi Data Systems..., FalconStor, Brocade Certified...
Education
California Polytechnic State University-San Luis Obispo
Electrical Engineering
California State University-Long Beach
Computer Science and Computer Engineering
Alan Dravland Alan Dravland's Morgan Stanley Experience June 2001 - April 2002
Job
Industry Primary/Secondary Education
Experience
California State University, East Bay 2013 - 2014
Richfield Hospitality October 2012 - April 2013
Conference Direct July 2011 - October 2012
InterContinental Hotels of San Francisco February 2010 - July 2011
PCMA Northern California Chapter January 2007 - December 2010
The Westin San Francisco Market Street June 2008 - April 2009
Grand Hyatt San Francisco January 2006 - June 2008
Renaissance Parc 55 Hotel May 2004 - January 2006
Westin St. Francis/Westin SFO June 2002 - March 2004
Morgan Stanley June 2001 - April 2002
Skills
Proposal Creation, Contract Negotiation, Site Selection, Effective Meetings, Professional..., Professional Networking, Contractual Agreements, Meeting Planning, Business Meetings, Problem Solving, CASE, Travel Management, Venue Search, Venue Management, Strategic Sourcing, Budget Travel, Pharmaceutical Meetings, Association Meetings, corporate event..., Cost Savings Strategies, Business Networking, Event Management, Hospitality Industry, Hospitality Management, Hotel Management, Hotels, Location Intelligence, Management, Proposal Writing, Resorts, Revenue Analysis
Education
California State University-East Bay 2013 — 2015
Master's degree
San Francisco State University 1996 — 1999
BA
Solano Community College 1989 — 1993
California State University, East Bay 2013 - 2014
Richfield Hospitality October 2012 - April 2013
Conference Direct July 2011 - October 2012
InterContinental Hotels of San Francisco February 2010 - July 2011
PCMA Northern California Chapter January 2007 - December 2010
The Westin San Francisco Market Street June 2008 - April 2009
Grand Hyatt San Francisco January 2006 - June 2008
Renaissance Parc 55 Hotel May 2004 - January 2006
Westin St. Francis/Westin SFO June 2002 - March 2004
Morgan Stanley June 2001 - April 2002
Skills
Proposal Creation, Contract Negotiation, Site Selection, Effective Meetings, Professional..., Professional Networking, Contractual Agreements, Meeting Planning, Business Meetings, Problem Solving, CASE, Travel Management, Venue Search, Venue Management, Strategic Sourcing, Budget Travel, Pharmaceutical Meetings, Association Meetings, corporate event..., Cost Savings Strategies, Business Networking, Event Management, Hospitality Industry, Hospitality Management, Hotel Management, Hotels, Location Intelligence, Management, Proposal Writing, Resorts, Revenue Analysis
Education
California State University-East Bay 2013 — 2015
Master's degree
San Francisco State University 1996 — 1999
BA
Solano Community College 1989 — 1993
Laura L. Leavitt, CFP® Laura L. Leavitt, CFP®'s Morgan Stanley Experience February 1999 - November 2002
Job Helping you leverage cash flow, reduce highinterest debt, and enhance financial security
Industry Financial Services
Experience
Laura L. Leavitt December 2002 - Present
Laura L. Leavitt January 2002 - Present
Morgan Stanley February 1999 - November 2002
Merrill Lynch April 1997 - February 1999
CVL, Inc. (formerly CV Logistics, Inc.) December 1994 - July 1996
Intertorg, Inc. December 1992 - July 1994
Skills
Strategic Financial..., Retirement Planning, 401k Rollovers, Investments
Education
California State Polytechnic University-Pomona 1989 — 1990
B.S.B.A., Finance, Real Estate, Law
Laura L. Leavitt December 2002 - Present
Laura L. Leavitt January 2002 - Present
Morgan Stanley February 1999 - November 2002
Merrill Lynch April 1997 - February 1999
CVL, Inc. (formerly CV Logistics, Inc.) December 1994 - July 1996
Intertorg, Inc. December 1992 - July 1994
Skills
Strategic Financial..., Retirement Planning, 401k Rollovers, Investments
Education
California State Polytechnic University-Pomona 1989 — 1990
B.S.B.A., Finance, Real Estate, Law
Cesar X. Sanchez Cesar X. Sanchez's Morgan Stanley Experience April 2014 - March 2015
Job
Industry Financial Services
Experience
Morgan Stanley April 2014 - March 2015
United States Senate August 2012 - April 2014
Library of Congress January 2012 - August 2012
United States Department of Veterans Affairs - VHA June 2011 - December 2011
Thot Studios - Mobile Phone Software Development June 2009 - December 2011
Education
California State University, Fresno
Master of Business Administration (MBA)
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (MBA)
Morgan Stanley April 2014 - March 2015
United States Senate August 2012 - April 2014
Library of Congress January 2012 - August 2012
United States Department of Veterans Affairs - VHA June 2011 - December 2011
Thot Studios - Mobile Phone Software Development June 2009 - December 2011
Education
California State University, Fresno
Master of Business Administration (MBA)
University of Maryland - Robert H. Smith School of Business
Master of Business Administration (MBA)
Christopher Smeltzer Christopher Smeltzer's Morgan Stanley Experience October 2009 - September 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2014 - Present
Waddell & Reed September 2011 - August 2014
Morgan Stanley October 2009 - September 2011
Education
University of Nevada-Reno 2007 — 2009
California State University Stanislaus 2002 — 2007
Bachelor's degree, Clarinet Performance
Ameriprise Financial Services, Inc. August 2014 - Present
Waddell & Reed September 2011 - August 2014
Morgan Stanley October 2009 - September 2011
Education
University of Nevada-Reno 2007 — 2009
California State University Stanislaus 2002 — 2007
Bachelor's degree, Clarinet Performance
Jason Culver Jason Culver's Morgan Stanley Experience March 1998 - February 2001
Job Sun Advisor at Solar Universe & Valley Unique Electric (Fresno)
Industry Electrical/Electronic Manufacturing
Experience
Solar Universe & Valley Unique Electric (Fresno) November 2013 - Present
Modern Solar Electric March 2013 - November 2013
Owner ServiceMaster Cleaning and Restoration June 2003 - November 2010
UBS Financial February 2001 - June 2003
Morgan Stanley March 1998 - February 2001
Skills
Solar Energy, Sales, Marketing Strategy, Public Relations, Public Speaking, Team Building, Financial Analysis, Return on Investment..., New Business Development, Business Development, Renewable Energy, Entrepreneurship, Management, Contract Negotiation, Start-ups, Time Management, Leadership, Strategic Planning, Marketing, Sales Management, Business Strategy, Account Management, Strategic Partnerships, Negotiation, Small Business, Budgets, Operations Management, Training, Risk Management, Project Management, Leadership Development, Selling, B2B, Analysis, Direct Sales, Product Marketing, Product Management, Sales Process, Sales Operations, Salesforce.com, Process Improvement, Customer Retention, Team Leadership, Customer Service
Education
Masters College 2011 — 2015
Masters degree in Biblical Counseling, Biblical Counseling, Masters
California State University, Fresno 1991 — 1994
Bachelor's degree, Finance, General
Fresno State University 1990 — 1994
Bachelor of Science (BS), Finance, General
Solar Universe & Valley Unique Electric (Fresno) November 2013 - Present
Modern Solar Electric March 2013 - November 2013
Owner ServiceMaster Cleaning and Restoration June 2003 - November 2010
UBS Financial February 2001 - June 2003
Morgan Stanley March 1998 - February 2001
Skills
Solar Energy, Sales, Marketing Strategy, Public Relations, Public Speaking, Team Building, Financial Analysis, Return on Investment..., New Business Development, Business Development, Renewable Energy, Entrepreneurship, Management, Contract Negotiation, Start-ups, Time Management, Leadership, Strategic Planning, Marketing, Sales Management, Business Strategy, Account Management, Strategic Partnerships, Negotiation, Small Business, Budgets, Operations Management, Training, Risk Management, Project Management, Leadership Development, Selling, B2B, Analysis, Direct Sales, Product Marketing, Product Management, Sales Process, Sales Operations, Salesforce.com, Process Improvement, Customer Retention, Team Leadership, Customer Service
Education
Masters College 2011 — 2015
Masters degree in Biblical Counseling, Biblical Counseling, Masters
California State University, Fresno 1991 — 1994
Bachelor's degree, Finance, General
Fresno State University 1990 — 1994
Bachelor of Science (BS), Finance, General
Derek Wu's Morgan Stanley Experience September 2012 - April 2014
Job Founder at Project H
Industry Financial Services
Experience
Project H December 2014 - Present
Merrill Lynch May 2014 - November 2014
Morgan Stanley September 2012 - April 2014
Wells Fargo March 2012 - September 2012
The O'Donnell Group May 2010 - December 2010
US Navy June 2006 - June 2008
Skills
Financial Modeling, Financial Analysis, Series 7, Series 63, Series 65, Insurance, Holistic Financial..., Fundamental Analysis, Technical Analysis, Portfolio Management, Series 66, DCF Valuation, Investment Banking, Corporate Finance, Microsoft Office, Microsoft Excel, Financial Accounting, Retirement Planning, Entrepreneurship, Start-ups, Sales, Account Management, Negotiation, Strategic Planning, Economics, Photoshop, Lead Generation, Business Development, Direct Sales, Leadership, Building Relationships, Strategy
Education
UC Berkeley 2012 — 2013
Accounting, Accounting
California State University-Chico 2006 — 2010
BA, Finance
Project H December 2014 - Present
Merrill Lynch May 2014 - November 2014
Morgan Stanley September 2012 - April 2014
Wells Fargo March 2012 - September 2012
The O'Donnell Group May 2010 - December 2010
US Navy June 2006 - June 2008
Skills
Financial Modeling, Financial Analysis, Series 7, Series 63, Series 65, Insurance, Holistic Financial..., Fundamental Analysis, Technical Analysis, Portfolio Management, Series 66, DCF Valuation, Investment Banking, Corporate Finance, Microsoft Office, Microsoft Excel, Financial Accounting, Retirement Planning, Entrepreneurship, Start-ups, Sales, Account Management, Negotiation, Strategic Planning, Economics, Photoshop, Lead Generation, Business Development, Direct Sales, Leadership, Building Relationships, Strategy
Education
UC Berkeley 2012 — 2013
Accounting, Accounting
California State University-Chico 2006 — 2010
BA, Finance
Breanne Eshelman Breanne Eshelman's Morgan Stanley Experience September 2006 - February 2009
Job Associate Director at PAAMCO, JDMBA
Industry Capital Markets
Experience
PAAMCO July 2014 - Present
PAAMCO August 2012 - June 2014
Goldman Sachs June 2011 - August 2011
Morgan Stanley September 2006 - February 2009
Countrywide Commercial Real Estate Finance February 2005 - August 2006
Skills
Portfolio Management, Underwriting, Loans, Securities, Financial Structuring, Private Equity, Due Diligence, Financial Modeling, Valuation, Investments, Capital Markets, Mergers, Asset Management, Hedge Funds, Risk Management, Mergers & Acquisitions, Asset Allocation, Entrepreneurship, Equities
Education
Northwestern University - Kellogg School of Management 2009 — 2012
Master of Business Administration (MBA), Finance
Northwestern University School of Law 2009 — 2012
Doctor of Law (JD), Law
California Polytechnic State University-San Luis Obispo 2001 — 2004
Business, Finance, Statistics
PAAMCO July 2014 - Present
PAAMCO August 2012 - June 2014
Goldman Sachs June 2011 - August 2011
Morgan Stanley September 2006 - February 2009
Countrywide Commercial Real Estate Finance February 2005 - August 2006
Skills
Portfolio Management, Underwriting, Loans, Securities, Financial Structuring, Private Equity, Due Diligence, Financial Modeling, Valuation, Investments, Capital Markets, Mergers, Asset Management, Hedge Funds, Risk Management, Mergers & Acquisitions, Asset Allocation, Entrepreneurship, Equities
Education
Northwestern University - Kellogg School of Management 2009 — 2012
Master of Business Administration (MBA), Finance
Northwestern University School of Law 2009 — 2012
Doctor of Law (JD), Law
California Polytechnic State University-San Luis Obispo 2001 — 2004
Business, Finance, Statistics
Jon Huizar Jon Huizar's Morgan Stanley Experience April 2008 - April 2009
Job Manager Internal Audit Business Advisory Services
Industry Financial Services
Experience
Grant Thornton LLP November 2014 - Present
Union Bank May 2013 - November 2014
PwC August 2011 - May 2013
Federal Deposit Insurance Corporation May 2009 - August 2011
Morgan Stanley April 2008 - April 2009
EMC Mortgage Corp. October 2007 - April 2008
Novelle Financial Services February 2006 - August 2007
Mylor Financial July 2004 - January 2006
New Century Mortgage January 2003 - July 2004
Saxon Mortgage January 2001 - January 2003
Skills
Managerial Finance, Sales, Marketing, Selling Skills, Mortgage Lending, Loans, Credit, Mortgage Banking, Banking, Underwriting, Financial Analysis, Loan Servicing, Risk Management, Portfolio Management, Asset Managment, Fulfillment Center..., Project Management, Strategic Planning, Strategic Consulting, Credit Risk, Credit Analysis, Commercial Banking, Capital Markets, Compliance, Leadership Development, Team Building, Team Management, Real Estate Lending, Financial Risk, Finance, Coaching, Mentoring, Strategy Execution, Operational Execution, Consumer Lending, C&I Lending, Mortgage Servicing, Process Improvement, Process Management, Loss Mitigation, Securities, Insurance, Financial Services, Executive Management, Residential Mortgages, Operational Risk..., Series 7, Operations Management, Financial Institutions, Mortgage Underwriting
Education
California State Polytechnic University-Pomona
Finance, General
Grant Thornton LLP November 2014 - Present
Union Bank May 2013 - November 2014
PwC August 2011 - May 2013
Federal Deposit Insurance Corporation May 2009 - August 2011
Morgan Stanley April 2008 - April 2009
EMC Mortgage Corp. October 2007 - April 2008
Novelle Financial Services February 2006 - August 2007
Mylor Financial July 2004 - January 2006
New Century Mortgage January 2003 - July 2004
Saxon Mortgage January 2001 - January 2003
Skills
Managerial Finance, Sales, Marketing, Selling Skills, Mortgage Lending, Loans, Credit, Mortgage Banking, Banking, Underwriting, Financial Analysis, Loan Servicing, Risk Management, Portfolio Management, Asset Managment, Fulfillment Center..., Project Management, Strategic Planning, Strategic Consulting, Credit Risk, Credit Analysis, Commercial Banking, Capital Markets, Compliance, Leadership Development, Team Building, Team Management, Real Estate Lending, Financial Risk, Finance, Coaching, Mentoring, Strategy Execution, Operational Execution, Consumer Lending, C&I Lending, Mortgage Servicing, Process Improvement, Process Management, Loss Mitigation, Securities, Insurance, Financial Services, Executive Management, Residential Mortgages, Operational Risk..., Series 7, Operations Management, Financial Institutions, Mortgage Underwriting
Education
California State Polytechnic University-Pomona
Finance, General
Todd (OC) Beguelin Todd (OC) Beguelin's Morgan Stanley Experience August 1985 - July 2005
Job Senior Financial Advisor at Meridian Private Wealth Management, Inc.
Industry Financial Services
Experience
Meridian Private Wealth Management, Inc. July 2005 - Present
Morgan Stanley August 1985 - July 2005
Skills
Investments, Insurance, Fixed Annuities, Retirement Planning, Financial Services, Business Owner Planning, Asset Allocation, Risk Management, Financial Advisory, Disability Insurance, 401(k) Rollovers, Estate Investment..., Fixed Income Strategies, Mutual Funds, Bonds and..., Deferred Compensation..., Investment Strategies, Securities, Tax-Efficient Strategies, Retirement, Multigenerational..., Stock Analysis
Education
California Polytechnic State University-San Luis Obispo 1981 — 1983
Bachelor of Science, Agricultural Business Management
Meridian Private Wealth Management, Inc. July 2005 - Present
Morgan Stanley August 1985 - July 2005
Skills
Investments, Insurance, Fixed Annuities, Retirement Planning, Financial Services, Business Owner Planning, Asset Allocation, Risk Management, Financial Advisory, Disability Insurance, 401(k) Rollovers, Estate Investment..., Fixed Income Strategies, Mutual Funds, Bonds and..., Deferred Compensation..., Investment Strategies, Securities, Tax-Efficient Strategies, Retirement, Multigenerational..., Stock Analysis
Education
California Polytechnic State University-San Luis Obispo 1981 — 1983
Bachelor of Science, Agricultural Business Management
Joseph Busch Joseph Busch's Morgan Stanley Experience March 2003 - Present
Job Morgan Stanley Global Wealth Management
Industry Financial Services
Experience
Morgan Stanley March 2003 - Present
Northern Trust Corporation March 2000 - March 2003
First National Bank of Chicago 1990 - 1997
Arthur Young & Co - San Jose 1985 - 1988
Education
Northwestern University - Kellogg School of Management 1988 — 1990
Masters in Management, Finance and Marketing
California Polytechnic State University-San Luis Obispo 1980 — 1985
Bachelor of Science (B.S.), Business/Accounting
Morgan Stanley March 2003 - Present
Northern Trust Corporation March 2000 - March 2003
First National Bank of Chicago 1990 - 1997
Arthur Young & Co - San Jose 1985 - 1988
Education
Northwestern University - Kellogg School of Management 1988 — 1990
Masters in Management, Finance and Marketing
California Polytechnic State University-San Luis Obispo 1980 — 1985
Bachelor of Science (B.S.), Business/Accounting
Robin DeSota, AIF Robin DeSota, AIF's Morgan Stanley Experience 1996 - 1998
Job Investment Advisor Representative
Industry Investment Management
Experience
Palisade Investments June 1998 - Present
ADP Retirement Services 1999 - 2005
Morgan Stanley 1996 - 1998
Skills
Mutual Funds, 401k, Retirement Plan..., Wealth Management, Defined Benefit, Asset Allocation, Alternative Investments, Investments, Retirement, Portfolio Management, Retirement Planning, Investment Advisory, Series 63, Series 6, Asset Management, Series 7, Strategic Planning, IRAs, Investment Strategies, Financial Advisory, Profit Sharing, ETFs, Pensions, Qualified Retirement..., Series 65, Investment Management, Defined Contribution, Roth IRA, Retirement Savings, Financial Services, ERISA, FINRA, Financial Planners, Financial Planning
Education
University of Massachusetts, Amherst 1990 — 1992
Masters
California Polytechnic State University-San Luis Obispo 1984 — 1989
Bachelors
Palisade Investments June 1998 - Present
ADP Retirement Services 1999 - 2005
Morgan Stanley 1996 - 1998
Skills
Mutual Funds, 401k, Retirement Plan..., Wealth Management, Defined Benefit, Asset Allocation, Alternative Investments, Investments, Retirement, Portfolio Management, Retirement Planning, Investment Advisory, Series 63, Series 6, Asset Management, Series 7, Strategic Planning, IRAs, Investment Strategies, Financial Advisory, Profit Sharing, ETFs, Pensions, Qualified Retirement..., Series 65, Investment Management, Defined Contribution, Roth IRA, Retirement Savings, Financial Services, ERISA, FINRA, Financial Planners, Financial Planning
Education
University of Massachusetts, Amherst 1990 — 1992
Masters
California Polytechnic State University-San Luis Obispo 1984 — 1989
Bachelors
Amir Rafiq Amir Rafiq's Morgan Stanley Experience May 2005 - November 2006
Job SAP Business Objects Technical Lead Consultant at BMO
Industry Information Technology and Services
Experience
BMO January 2011 - Present
Ministry of Health October 2010 - January 2011
Newcomp Solutions June 2009 - October 2010
Roche Canada June 2009 - March 2010
ING Canada December 2006 - May 2009
Morgan Stanley May 2005 - November 2006
CGI 2001 - 2005
Alcatel Bangladesh July 1995 - June 2000
Alcatel Pakistan April 1992 - July 1995
Skills
Data Warehousing, Business Intelligence, Data Modeling, ETL, Business Objects, Informatica, PL/SQL, Crystal Reports, Cognos, Dashboard, Oracle, DB2
Education
California State University-Dominguez Hills 1987 — 1991
BS, Computer Science
BMO January 2011 - Present
Ministry of Health October 2010 - January 2011
Newcomp Solutions June 2009 - October 2010
Roche Canada June 2009 - March 2010
ING Canada December 2006 - May 2009
Morgan Stanley May 2005 - November 2006
CGI 2001 - 2005
Alcatel Bangladesh July 1995 - June 2000
Alcatel Pakistan April 1992 - July 1995
Skills
Data Warehousing, Business Intelligence, Data Modeling, ETL, Business Objects, Informatica, PL/SQL, Crystal Reports, Cognos, Dashboard, Oracle, DB2
Education
California State University-Dominguez Hills 1987 — 1991
BS, Computer Science
Erik Trogden Erik Trogden's Morgan Stanley Experience July 2007 - May 2008
Job Realtor
Industry Real Estate
Experience
HomeSmart Realty West September 2009 - Present
Turner Suspension Bicycles Inc. August 2007 - Present
Morgan Stanley July 2007 - May 2008
Carlsbad Unified School District August 2000 - July 2007
Saudi Arabia International School 1996 - 2000
Skills
Investments, Real Estate, Investment Properties, Strategic Planning, Public Speaking, Marketing
Education
California State University San Marcos 1992 — 2008
M.A., Education Administration
San Diego State University-California State University 1986 — 1990
B.S., Business Administration
HomeSmart Realty West September 2009 - Present
Turner Suspension Bicycles Inc. August 2007 - Present
Morgan Stanley July 2007 - May 2008
Carlsbad Unified School District August 2000 - July 2007
Saudi Arabia International School 1996 - 2000
Skills
Investments, Real Estate, Investment Properties, Strategic Planning, Public Speaking, Marketing
Education
California State University San Marcos 1992 — 2008
M.A., Education Administration
San Diego State University-California State University 1986 — 1990
B.S., Business Administration
Sergio Villa, MBA Sergio Villa, MBA's Morgan Stanley Experience January 2005 - June 2006
Job President & Founder, Alliance Wealth Strategies, Inc
Industry Financial Services
Experience
Alliance Wealth Strategies, Inc June 2009 - Present
Santa Barbara City College July 2014 - Present
Santa Barbara Police Activities League (PAL) December 2012 - Present
MOXI - Santa Barbara Childrens Museum 2008 - Present
California Hispanic Chambers of Commerce January 2010 - December 2010
Santa Barbara Hispanic Chamber of Commerce May 2005 - December 2010
UCSB Athletics 2009 - 2010
Pacific Capital Bancorp May 2006 - June 2009
Morgan Stanley January 2005 - June 2006
Skills
Series 7, series 66, Long-term Care, Life Insurance, Portfolio Management, Business Development, Non-profits, Estate Planning, Charitable Trusts, Investment Advisory, Strategic Financial..., College Education..., Retirement Planning, MBA, Athlete Development, Succession Planning, Legacy Giving, Comprehensive Planning, Risk Management, Uniform Combined State..., 401k, Asset Management, Commercial Banking, Commercial Lending, Entrepreneurship, Credit, Finance, Financial Analysis, Financial Advisory, Financial Services, Investments, Mergers & Acquisitions, Loans, Mortgage Lending, Retirement, Nonprofits, Small Business, Start-ups, Venture Capital, Wealth Management, Alternative Investments, Asset Allocation, Banking, Financial Planners, Fixed Annuities, Mutual Funds, Securities, Public Speaking
Education
California Lutheran University 2007 — 2010
MBA/CFP, Business and Finance
University of California, Santa Barbara
Bachelor of Arts (B.A.)
Alliance Wealth Strategies, Inc June 2009 - Present
Santa Barbara City College July 2014 - Present
Santa Barbara Police Activities League (PAL) December 2012 - Present
MOXI - Santa Barbara Childrens Museum 2008 - Present
California Hispanic Chambers of Commerce January 2010 - December 2010
Santa Barbara Hispanic Chamber of Commerce May 2005 - December 2010
UCSB Athletics 2009 - 2010
Pacific Capital Bancorp May 2006 - June 2009
Morgan Stanley January 2005 - June 2006
Skills
Series 7, series 66, Long-term Care, Life Insurance, Portfolio Management, Business Development, Non-profits, Estate Planning, Charitable Trusts, Investment Advisory, Strategic Financial..., College Education..., Retirement Planning, MBA, Athlete Development, Succession Planning, Legacy Giving, Comprehensive Planning, Risk Management, Uniform Combined State..., 401k, Asset Management, Commercial Banking, Commercial Lending, Entrepreneurship, Credit, Finance, Financial Analysis, Financial Advisory, Financial Services, Investments, Mergers & Acquisitions, Loans, Mortgage Lending, Retirement, Nonprofits, Small Business, Start-ups, Venture Capital, Wealth Management, Alternative Investments, Asset Allocation, Banking, Financial Planners, Fixed Annuities, Mutual Funds, Securities, Public Speaking
Education
California Lutheran University 2007 — 2010
MBA/CFP, Business and Finance
University of California, Santa Barbara
Bachelor of Arts (B.A.)
Jesse M. Flatt Jesse M. Flatt's Morgan Stanley Experience February 2010 - January 2011
Job Investment Professional
Industry Investment Management
Experience
Merrill Lynch January 2011 - March 2014
Morgan Stanley February 2010 - January 2011
Merrill Lynch September 2009 - January 2010
California State University, East Bay March 2009 - June 2009
Skills
Investments, Portfolio Management, Financial Modeling, Financial Analysis, Wealth Management, Finance, Strategic Financial..., Asset Management, Investment Management, Due Diligence, Equities, Mutual Funds, ETFs, Hedge Funds, Fixed Income, Derivatives, Asset Allocation, Technical Analysis, Fundamental Analysis, Indexing, Tactical Asset..., New Client Acquisitions
Education
California State University-East Bay
Bachelor of Science (B.S.), Business Administration: Finance & Economics
Occidental College
Economics
Merrill Lynch January 2011 - March 2014
Morgan Stanley February 2010 - January 2011
Merrill Lynch September 2009 - January 2010
California State University, East Bay March 2009 - June 2009
Skills
Investments, Portfolio Management, Financial Modeling, Financial Analysis, Wealth Management, Finance, Strategic Financial..., Asset Management, Investment Management, Due Diligence, Equities, Mutual Funds, ETFs, Hedge Funds, Fixed Income, Derivatives, Asset Allocation, Technical Analysis, Fundamental Analysis, Indexing, Tactical Asset..., New Client Acquisitions
Education
California State University-East Bay
Bachelor of Science (B.S.), Business Administration: Finance & Economics
Occidental College
Economics
Barry Rosenblatt Barry Rosenblatt's Morgan Stanley Experience January 1996 - June 2002
Job President at ISG Holdings LLC
Industry Financial Services
Experience
Integrated Systems Group LLC January 2011 - Present
ISG Holdings LLC January 2010 - Present
Friends of Jewish Renewal in Poland 2014 - 2015
Friends of Jewish Renewal in Poland 2014 - 2015
E-Tech Securities January 2007 - January 2008
Morgan Stanley January 1996 - June 2002
Boeing January 1985 - June 1996
California State University, Fresno September 1972 - June 1977
Skills
Cross-culture..., China business culture, Ceramic sculpture, Private off-market..., Negotiation, Mediation, China Business..., Russian financial and..., Real Estate, Commodity, Bonds, International Trade, Real Estate Development, Business Strategy, Due Diligence, Investors, Banking, Management, Investment Banking, Venture Capital, Finance, Investments, Mergers & Acquisitions, Strategic Planning, Business Planning, Entrepreneurship
Education
Claremont Graduate University 2000 — 2002
Doctor of Philosophy (Ph.D.), Political Science and Government
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1970 — 1972
Ph.D., Government
California State University, Fresno 1968 — 1970
MCRP, Ph.D, urban planning
Integrated Systems Group LLC January 2011 - Present
ISG Holdings LLC January 2010 - Present
Friends of Jewish Renewal in Poland 2014 - 2015
Friends of Jewish Renewal in Poland 2014 - 2015
E-Tech Securities January 2007 - January 2008
Morgan Stanley January 1996 - June 2002
Boeing January 1985 - June 1996
California State University, Fresno September 1972 - June 1977
Skills
Cross-culture..., China business culture, Ceramic sculpture, Private off-market..., Negotiation, Mediation, China Business..., Russian financial and..., Real Estate, Commodity, Bonds, International Trade, Real Estate Development, Business Strategy, Due Diligence, Investors, Banking, Management, Investment Banking, Venture Capital, Finance, Investments, Mergers & Acquisitions, Strategic Planning, Business Planning, Entrepreneurship
Education
Claremont Graduate University 2000 — 2002
Doctor of Philosophy (Ph.D.), Political Science and Government
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1970 — 1972
Ph.D., Government
California State University, Fresno 1968 — 1970
MCRP, Ph.D, urban planning
Namrata Kapoor's Morgan Stanley Experience 2013 - 2014
Job Business Account Executive
Industry Telecommunications
Experience
Morgan Stanley 2013 - 2014
Wells Fargo November 2011 - July 2013
Roslex Corporation March 2007 - November 2011
Skills
Sales Management, Customer Service, Team Leadership, Highly self-motivated, Self Directed, Ethical Leadership, Discipline, Sales, Microsoft Office, Negotiation, Closing Contracts, Coaching, Asset Management, Financial Analysis, Trading, Asset Allocation, Banking, Credit
Education
California State Polytechnic University-Pomona 2003 — 2006
BS
Chaffey College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Morgan Stanley 2013 - 2014
Wells Fargo November 2011 - July 2013
Roslex Corporation March 2007 - November 2011
Skills
Sales Management, Customer Service, Team Leadership, Highly self-motivated, Self Directed, Ethical Leadership, Discipline, Sales, Microsoft Office, Negotiation, Closing Contracts, Coaching, Asset Management, Financial Analysis, Trading, Asset Allocation, Banking, Credit
Education
California State Polytechnic University-Pomona 2003 — 2006
BS
Chaffey College 2002 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
James Fullenkamp James Fullenkamp's Morgan Stanley Experience February 2001 - January 2003
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones March 2010 - Present
BodyKits January 2002 - December 2009
Morgan Stanley February 2001 - January 2003
Skills
Retirement Planning, Mutual Funds, Investments, Portfolio Management, Small Business, Strategic Planning, Asset Management, Asset Allocation, Roth IRA, Insurance, Wealth Management, 529 Plans, 401k Rollovers, Stocks, Asset Strategies, Estate Considerations, Estate and Legacy..., Financial Analysis, Financial Assessment, Financial Strategies, Portfolio Review, Portfolio Strategies, Wealth Preservation..., Wealth Protection..., Wealth Transfer, Business Retirement..., SEP IRA, Simple IRA, Traditional IRA, Bonds, Municipal Bonds, ETFs, Variable Annuities, Cost Basis, Debt Management, Education Savings, Insurance Needs, Long Term Care Insurance, Long Term Disability..., Permanent Life Insurance, Term Life Insurance, Unified Managed Accounts, Separately Managed..., Consolidation, Equities, Fixed Income, 401(k)'s, 403(b)'s, 457(b)'s, Systematic Investing
Education
University of California, Irvine 2015 — 2017
Certified Financial Planner
California State Polytechnic University-Pomona 1998 — 2002
Business Administration, Marketing Management
Edward Jones March 2010 - Present
BodyKits January 2002 - December 2009
Morgan Stanley February 2001 - January 2003
Skills
Retirement Planning, Mutual Funds, Investments, Portfolio Management, Small Business, Strategic Planning, Asset Management, Asset Allocation, Roth IRA, Insurance, Wealth Management, 529 Plans, 401k Rollovers, Stocks, Asset Strategies, Estate Considerations, Estate and Legacy..., Financial Analysis, Financial Assessment, Financial Strategies, Portfolio Review, Portfolio Strategies, Wealth Preservation..., Wealth Protection..., Wealth Transfer, Business Retirement..., SEP IRA, Simple IRA, Traditional IRA, Bonds, Municipal Bonds, ETFs, Variable Annuities, Cost Basis, Debt Management, Education Savings, Insurance Needs, Long Term Care Insurance, Long Term Disability..., Permanent Life Insurance, Term Life Insurance, Unified Managed Accounts, Separately Managed..., Consolidation, Equities, Fixed Income, 401(k)'s, 403(b)'s, 457(b)'s, Systematic Investing
Education
University of California, Irvine 2015 — 2017
Certified Financial Planner
California State Polytechnic University-Pomona 1998 — 2002
Business Administration, Marketing Management
John Macchi John Macchi's Morgan Stanley Experience December 1988 - Present
Job First Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 1988 - Present
Thomas James Associates January 1987 - January 1988
Colgate Palmolive September 1985 - September 1986
Education
California State University-Chico 1981 — 1985
Bachelor's degree, Business Administration and Management, General
Morgan Stanley December 1988 - Present
Thomas James Associates January 1987 - January 1988
Colgate Palmolive September 1985 - September 1986
Education
California State University-Chico 1981 — 1985
Bachelor's degree, Business Administration and Management, General
Mackenzie Miller's Morgan Stanley Experience June 2012 - August 2012
Job Artist Liason at C.A.L.M Productions
Industry Events Services
Experience
Crossroads Trading Co. May 2012 - April 2015
JMAX Productions December 2013 - May 2014
Fluent Grp September 2013 - October 2013
C.A.L.M Productions April 2012 - January 2013
Morgan Stanley June 2012 - August 2012
Sobratoarts January 2012 - February 2012
Best Beverage Catering June 2011 - August 2011
Sobrato Arts May 2011 - August 2011
Skills
Photoshop, Microsoft Office, Photography, Team Leadership, Non-profits, Social Media, PowerPoint, Time Management, Management, Sales, Digital Photography, Research, Microsoft Word, Customer Service, Entertainment, Microsoft Excel, Fundraising, Nonprofits, Social Networking, Event Planning, Social Media Marketing, Facebook, Marketing, Final Cut Pro, Advertising, Market Research, iMovie, Outlook, Marketing Communications, Leadership, Teamwork, OS X, Public Speaking, Fashion, Leadership Development, Marketing Strategy, SPSS, Video Editing, Adobe Creative Suite, Event Management, Organizational..., Data Analysis, Public Relations
Education
California State University-Chico 2010 — 2014
Business Management: Project Management, Business Managment, Art Studio, Internal Relations/Studies
Griffith University 2013 — 2013
Business Administration and Management, General
Irvington High School 2006 — 2010
High School Diploma
Crossroads Trading Co. May 2012 - April 2015
JMAX Productions December 2013 - May 2014
Fluent Grp September 2013 - October 2013
C.A.L.M Productions April 2012 - January 2013
Morgan Stanley June 2012 - August 2012
Sobratoarts January 2012 - February 2012
Best Beverage Catering June 2011 - August 2011
Sobrato Arts May 2011 - August 2011
Skills
Photoshop, Microsoft Office, Photography, Team Leadership, Non-profits, Social Media, PowerPoint, Time Management, Management, Sales, Digital Photography, Research, Microsoft Word, Customer Service, Entertainment, Microsoft Excel, Fundraising, Nonprofits, Social Networking, Event Planning, Social Media Marketing, Facebook, Marketing, Final Cut Pro, Advertising, Market Research, iMovie, Outlook, Marketing Communications, Leadership, Teamwork, OS X, Public Speaking, Fashion, Leadership Development, Marketing Strategy, SPSS, Video Editing, Adobe Creative Suite, Event Management, Organizational..., Data Analysis, Public Relations
Education
California State University-Chico 2010 — 2014
Business Management: Project Management, Business Managment, Art Studio, Internal Relations/Studies
Griffith University 2013 — 2013
Business Administration and Management, General
Irvington High School 2006 — 2010
High School Diploma
Ed Bruehl's Morgan Stanley Experience February 1998 - October 2002
Job Associate Broker at Sotheby's International Realty
Industry Real Estate
Experience
Sotheby's International Realty December 2012 - Present
Local EcoWorks LLC March 2010 - June 2014
Distinctive Management LLC March 2007 - December 2012
The Corcoran Group October 2003 - March 2007
Morgan Stanley February 1998 - October 2002
Skills
Real Estate, Investment Properties, Investments, Investors, Sellers, Brokerage, Selling, Real Estate Transactions, Negotiation, Sales, Start-ups, Marketing, Contract Negotiation, New Home Sales, Buyer Representation, Single Family Homes, Referrals, Leadership, Leases, Entrepreneurship, Foreclosures, Listings, Mortgage Lending, Real Estate Development, Real Property, Condos, Property, First Time Home Buyers, Commercial Real Estate, Marketing Strategy, Retail
Education
California Polytechnic State University-San Luis Obispo 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Nutrition Sciences
Sotheby's International Realty December 2012 - Present
Local EcoWorks LLC March 2010 - June 2014
Distinctive Management LLC March 2007 - December 2012
The Corcoran Group October 2003 - March 2007
Morgan Stanley February 1998 - October 2002
Skills
Real Estate, Investment Properties, Investments, Investors, Sellers, Brokerage, Selling, Real Estate Transactions, Negotiation, Sales, Start-ups, Marketing, Contract Negotiation, New Home Sales, Buyer Representation, Single Family Homes, Referrals, Leadership, Leases, Entrepreneurship, Foreclosures, Listings, Mortgage Lending, Real Estate Development, Real Property, Condos, Property, First Time Home Buyers, Commercial Real Estate, Marketing Strategy, Retail
Education
California Polytechnic State University-San Luis Obispo 1991 — 1995
Bachelor of Applied Science (B.A.Sc.), Nutrition Sciences
Yosef Shapiro's Morgan Stanley Experience September 2011 - March 2015
Job Mortgage Advisor at eMortgages.com
Industry Real Estate
Experience
emortgages.com March 2015 - Present
Morgan Stanley September 2011 - March 2015
Prudential Real Estate Investors July 2008 - June 2011
KPMG May 2007 - August 2007
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
BS, Magna Cum Laude, Finance, Economics, Accounting
emortgages.com March 2015 - Present
Morgan Stanley September 2011 - March 2015
Prudential Real Estate Investors July 2008 - June 2011
KPMG May 2007 - August 2007
Education
California Polytechnic State University-San Luis Obispo 2004 — 2008
BS, Magna Cum Laude, Finance, Economics, Accounting
Kristina Hicklin's Morgan Stanley Experience July 2005 - July 2007
Job Business Planning Manager at PayPal
Industry Internet
Experience
PayPal June 2014 - Present
PepsiCo October 2011 - June 2014
Chiquita July 2007 - November 2011
Morgan Stanley July 2005 - July 2007
Skills
Strategic Financial..., Financial Forecasting, Essbase, Consumer Products, SAP, Pricing Strategy, Forecasting, Analysis, Financial Modeling, Management, Strategy, Pricing, Microsoft Excel, Finance, Budgets, P, Financial Planning, Cross-functional Team..., Leadership
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
B.S., Economics
PayPal June 2014 - Present
PepsiCo October 2011 - June 2014
Chiquita July 2007 - November 2011
Morgan Stanley July 2005 - July 2007
Skills
Strategic Financial..., Financial Forecasting, Essbase, Consumer Products, SAP, Pricing Strategy, Forecasting, Analysis, Financial Modeling, Management, Strategy, Pricing, Microsoft Excel, Finance, Budgets, P, Financial Planning, Cross-functional Team..., Leadership
Education
California Polytechnic State University-San Luis Obispo 2000 — 2005
B.S., Economics
Kelly Mills Evers's Morgan Stanley Experience January 2000 - December 2002
Job Owner CCP Solutions
Industry Legal Services
Experience
CCP Solutions April 2015 - Present
Pavilions Professional Center June 2007 - Present
Evers Law Group December 2010 - March 2015
Mennemeier, Glassman & Stroud September 1997 - December 2010
Morgan Stanley January 2000 - December 2002
Skills
Civil Litigation, Legal Discovery, Damage Theories, Legal Writing, Case Evaluation, Witness Preparation, Document and Data..., Banking Litigation, Intellectual Property..., Securities Litigation, Renewable Energy..., Commercial Real Estate, Arbitration, Mediation, Commercial Litigation, Access, Securities, Litigation, Alternative Investments, Internet Entrepreneur, Intellectual Property
Education
California State University-Chico 1988 — 1991
Political Science and Certified Paralegal Program
CCP Solutions April 2015 - Present
Pavilions Professional Center June 2007 - Present
Evers Law Group December 2010 - March 2015
Mennemeier, Glassman & Stroud September 1997 - December 2010
Morgan Stanley January 2000 - December 2002
Skills
Civil Litigation, Legal Discovery, Damage Theories, Legal Writing, Case Evaluation, Witness Preparation, Document and Data..., Banking Litigation, Intellectual Property..., Securities Litigation, Renewable Energy..., Commercial Real Estate, Arbitration, Mediation, Commercial Litigation, Access, Securities, Litigation, Alternative Investments, Internet Entrepreneur, Intellectual Property
Education
California State University-Chico 1988 — 1991
Political Science and Certified Paralegal Program
Banqi Yang Banqi Yang's Morgan Stanley Experience April 2013 - March 2015
Job
Industry Investment Banking
Experience
A premier wealth management company April 2015 - Present
Morgan Stanley April 2013 - March 2015
Bank of America January 2008 - April 2013
UC Santa Barbara September 2005 - March 2007
Skills
computer engineering, fluent in Chinese, Banking, Team Management, Credit Cards, Sales, Sales Management, Consumer Lending, Retail Banking, Loans, Commercial Banking, Credit, Small Business Lending, Cross Selling, Troubleshooting, Credit Analysis, Deposits, Commercial Lending, Operating Systems, Relationship Management, Microsoft Word, Financial Planning, Microsoft Excel, Financial Analysis, Wealth Management, Investments, PowerPoint, Microsoft Office, Finance, Public Speaking, Management
Education
California Lutheran University 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.89 / 4.00 G.P.A.
UCSB 2003 — 2007
Bachelor of Arts (B.A.), Philosophy
University of California, Santa Barbara 2003 — 2007
B.A, Philosophy & Core Ethics; Computer Engineering
Dos Pueblos High School 1999 — 2003
A premier wealth management company April 2015 - Present
Morgan Stanley April 2013 - March 2015
Bank of America January 2008 - April 2013
UC Santa Barbara September 2005 - March 2007
Skills
computer engineering, fluent in Chinese, Banking, Team Management, Credit Cards, Sales, Sales Management, Consumer Lending, Retail Banking, Loans, Commercial Banking, Credit, Small Business Lending, Cross Selling, Troubleshooting, Credit Analysis, Deposits, Commercial Lending, Operating Systems, Relationship Management, Microsoft Word, Financial Planning, Microsoft Excel, Financial Analysis, Wealth Management, Investments, PowerPoint, Microsoft Office, Finance, Public Speaking, Management
Education
California Lutheran University 2011 — 2012
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.89 / 4.00 G.P.A.
UCSB 2003 — 2007
Bachelor of Arts (B.A.), Philosophy
University of California, Santa Barbara 2003 — 2007
B.A, Philosophy & Core Ethics; Computer Engineering
Dos Pueblos High School 1999 — 2003
Grace Boerema Grace Boerema's Morgan Stanley Experience 2007 - 2008
Job President, Aurora Rotary
Industry Nonprofit Organization Management
Experience
Aurora Rotary July 2014 - Present
Urban League January 2013 - Present
McCarty Elementary School, IPSD #204 2011 - 2013
Northern Kane Educational Corp. 2012 - 2012
Morgan Stanley 2007 - 2008
Aetna Generali 1987 - 1996
Skills
Public Speaking, Fundraising, Estate Planning, Non-profits, Strategic Planning, Event Planning, Program Development, Teaching, Grants, Nonprofits, Grant Writing, Leadership Development, Staff Development, Higher Education, Community Outreach, Leadership, Training, Career Counseling, Coaching, Community Development, Volunteer Management, Social Services, Philanthropy, Marketing, Organizational..., Workshop Facilitation, Board Development
Education
California State University-Fresno 1976 — 1981
B.S., Child Development/Social Work
Aurora Rotary July 2014 - Present
Urban League January 2013 - Present
McCarty Elementary School, IPSD #204 2011 - 2013
Northern Kane Educational Corp. 2012 - 2012
Morgan Stanley 2007 - 2008
Aetna Generali 1987 - 1996
Skills
Public Speaking, Fundraising, Estate Planning, Non-profits, Strategic Planning, Event Planning, Program Development, Teaching, Grants, Nonprofits, Grant Writing, Leadership Development, Staff Development, Higher Education, Community Outreach, Leadership, Training, Career Counseling, Coaching, Community Development, Volunteer Management, Social Services, Philanthropy, Marketing, Organizational..., Workshop Facilitation, Board Development
Education
California State University-Fresno 1976 — 1981
B.S., Child Development/Social Work
Morgan Houghton Morgan Houghton's Morgan Stanley Experience December 2008 - January 2009
Job Executive Assistant at Synack, Inc.
Industry Financial Services
Experience
Synack, Inc. March 2015 - Present
Kleiner Perkins Caufield & Byers June 2013 - March 2015
Morgan Stanley December 2008 - January 2009
Van De Poel & Levy June 2007 - August 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Public Speaking, Social Media, Accounting, Windows, Access, Financial Modeling, Outlook, Social Networking, Management
Education
California State University-East Bay 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Synack, Inc. March 2015 - Present
Kleiner Perkins Caufield & Byers June 2013 - March 2015
Morgan Stanley December 2008 - January 2009
Van De Poel & Levy June 2007 - August 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Financial Analysis, Public Speaking, Social Media, Accounting, Windows, Access, Financial Modeling, Outlook, Social Networking, Management
Education
California State University-East Bay 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Joseph Fick's Morgan Stanley Experience December 1999 - August 2003
Job Residential Mortgage Division Manager at Montecito Bank and Trust NMLS# 357604
Industry Financial Services
Experience
Wells Fargo Home Mortgage November 2013 - June 2014
Wells Fargo Private Mortgage Banking May 2009 - November 2013
Rabobank 2003 - May 2009
Morgan Stanley December 1999 - August 2003
Skills
Wealth Management..., Loans
Education
California State University-Chico 1983 — 1986
Wells Fargo Home Mortgage November 2013 - June 2014
Wells Fargo Private Mortgage Banking May 2009 - November 2013
Rabobank 2003 - May 2009
Morgan Stanley December 1999 - August 2003
Skills
Wealth Management..., Loans
Education
California State University-Chico 1983 — 1986
Mark Deliramich Mark Deliramich's Morgan Stanley Experience August 2001 - August 2002
Job Financial Advisor at David White & Associates
Industry Financial Services
Experience
David White & Associates September 2013 - Present
Comerica Bank July 2012 - August 2013
Citibank February 2006 - July 2012
Diablo Funding Group November 2004 - February 2006
Morgan Stanley August 2001 - August 2002
Piper Jaffray July 1999 - July 2001
Morgan Stanley June 1990 - May 1999
Skills
Loans, Fixed Income, Mortgage Lending, Finance, Strategic Financial..., Wealth Management, Portfolio Management, Commercial Banking, Retail Banking, Financial Services, Commercial Lending, Credit, Investments, Life Insurance, Long Term Care Insurance
Education
California State University-Hayward 1975 — 1979
Bachelor of Science (B.S.), Accounting and Finance
David White & Associates September 2013 - Present
Comerica Bank July 2012 - August 2013
Citibank February 2006 - July 2012
Diablo Funding Group November 2004 - February 2006
Morgan Stanley August 2001 - August 2002
Piper Jaffray July 1999 - July 2001
Morgan Stanley June 1990 - May 1999
Skills
Loans, Fixed Income, Mortgage Lending, Finance, Strategic Financial..., Wealth Management, Portfolio Management, Commercial Banking, Retail Banking, Financial Services, Commercial Lending, Credit, Investments, Life Insurance, Long Term Care Insurance
Education
California State University-Hayward 1975 — 1979
Bachelor of Science (B.S.), Accounting and Finance
Jenna DeMichele Jenna DeMichele's Morgan Stanley Experience August 2014 - November 2014
Job Sales
Industry Hospital & Health Care
Experience
HealthFusion Inc. November 2014 - Present
Morgan Stanley August 2014 - November 2014
Einstein Medical February 2013 - June 2014
Shopatron June 2012 - November 2012
MINDBODY, Inc. February 2011 - July 2012
Skills
Salesforce.com, Cold Calling, International Sales, Sales, Marketing, Athletics, Italian cuisine, SugarCRM, Fitness, Fitness Modeling, Fashion Buying, Public Relations, Customer Service, Social Networking, Facebook, CRM, Interpersonal..., Management, Microsoft Excel, Microsoft Office, Sales Process, Social Media, Social Media Marketing, Lead Generation
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (BS), Business Marketing
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
HealthFusion Inc. November 2014 - Present
Morgan Stanley August 2014 - November 2014
Einstein Medical February 2013 - June 2014
Shopatron June 2012 - November 2012
MINDBODY, Inc. February 2011 - July 2012
Skills
Salesforce.com, Cold Calling, International Sales, Sales, Marketing, Athletics, Italian cuisine, SugarCRM, Fitness, Fitness Modeling, Fashion Buying, Public Relations, Customer Service, Social Networking, Facebook, CRM, Interpersonal..., Management, Microsoft Excel, Microsoft Office, Sales Process, Social Media, Social Media Marketing, Lead Generation
Education
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (BS), Business Marketing
California Polytechnic State University-San Luis Obispo 2008 — 2012
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Jennifer Lynne Jenny Jennifer Lynne Jenny's Morgan Stanley Experience July 2006 - December 2008
Job Marketing Manager, Retail National Accounts at McKesson
Industry Marketing and Advertising
Experience
McKesson August 2012 - Present
McKesson June 2010 - August 2012
McKesson January 2009 - June 2010
Morgan Stanley July 2006 - December 2008
Bank of America May 2005 - May 2006
Wells Fargo August 2002 - May 2005
McKesson March 2001 - August 2002
Bank of America September 1997 - March 2001
Skills
Strategy, Marketing Strategy, Integrated Marketing, Marketing, Marketing Communications, Brand Management, Sales, Public Relations, Business Intelligence, Direct Mail, Retail, Investments, Sponsorship, Market Research, Product Marketing
Education
California State University-Chico
BA, Sociology
McKesson August 2012 - Present
McKesson June 2010 - August 2012
McKesson January 2009 - June 2010
Morgan Stanley July 2006 - December 2008
Bank of America May 2005 - May 2006
Wells Fargo August 2002 - May 2005
McKesson March 2001 - August 2002
Bank of America September 1997 - March 2001
Skills
Strategy, Marketing Strategy, Integrated Marketing, Marketing, Marketing Communications, Brand Management, Sales, Public Relations, Business Intelligence, Direct Mail, Retail, Investments, Sponsorship, Market Research, Product Marketing
Education
California State University-Chico
BA, Sociology
Richard Archibald Richard Archibald's Morgan Stanley Experience January 1994 - May 2005
Job Senior Vice President Wealth Management Wealth Advisor Portfolio Manager UBS
Industry Financial Services
Experience
UBS May 2005 - Present
Morgan Stanley January 1994 - May 2005
Education
Embry-Riddle Aeronautical University 1984 — 1986
MAS, Aeronautical Sciences
California State University-Chico 1970 — 1972
BS, Business Administration
De Anza Community College 1968 — 1970
AA, Data Processing
UBS May 2005 - Present
Morgan Stanley January 1994 - May 2005
Education
Embry-Riddle Aeronautical University 1984 — 1986
MAS, Aeronautical Sciences
California State University-Chico 1970 — 1972
BS, Business Administration
De Anza Community College 1968 — 1970
AA, Data Processing
Paul Wildermuth Paul Wildermuth's Morgan Stanley Experience February 2002 - May 2003
Job Vice President & Manager at PIMCO
Industry Investment Management
Experience
PIMCO May 2003 - Present
Morgan Stanley February 2002 - May 2003
Skills
Licenses: Series 7,..., Bloomberg, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bonds, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Strategies, Investment Management, Investments, Morningstar, Morningstar Direct, Microsoft Excel, Mutual Funds, Series 24, Banking, Corporate Finance, Credit, Credit Analysis, Due Diligence, FINRA
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2010
MBA, Investment Management
California Polytechnic State University-San Luis Obispo 1997 — 2001
Bachelor of Science, Business Administration - Finance
PIMCO May 2003 - Present
Morgan Stanley February 2002 - May 2003
Skills
Licenses: Series 7,..., Bloomberg, Alternative Investments, Asset Allocation, Asset Management, Asset Managment, Bonds, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Strategies, Investment Management, Investments, Morningstar, Morningstar Direct, Microsoft Excel, Mutual Funds, Series 24, Banking, Corporate Finance, Credit, Credit Analysis, Due Diligence, FINRA
Education
University of California, Irvine - The Paul Merage School of Business 2007 — 2010
MBA, Investment Management
California Polytechnic State University-San Luis Obispo 1997 — 2001
Bachelor of Science, Business Administration - Finance
Jessica Schroeder Jessica Schroeder's Morgan Stanley Experience August 2015 - Present
Job Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
Triage Consulting Group June 2011 - June 2013
Triage Consulting Group September 2009 - June 2011
Cal Poly State University October 2006 - June 2009
Skills
Healthcare Consulting, Healthcare Information..., Healthcare Industry, Revenue Cycle, Developing Client..., Industry Research, Increasing Revenue, Revenue Projections, Team Leadership, Team Management, Staff Training, Microsoft Office, Access, Excel, Job Evaluation, College Recruiting, Knowledge Sharing, Microsoft Excel, Leadership, Recruiting, Training, CRM, Management, Strategic Planning
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Finance
California Polytechnic State University-San Luis Obispo 2005 — 2009
Business Administration, Finance
Morgan Stanley August 2015 - Present
Morgan Stanley June 2014 - August 2014
Triage Consulting Group June 2011 - June 2013
Triage Consulting Group September 2009 - June 2011
Cal Poly State University October 2006 - June 2009
Skills
Healthcare Consulting, Healthcare Information..., Healthcare Industry, Revenue Cycle, Developing Client..., Industry Research, Increasing Revenue, Revenue Projections, Team Leadership, Team Management, Staff Training, Microsoft Office, Access, Excel, Job Evaluation, College Recruiting, Knowledge Sharing, Microsoft Excel, Leadership, Recruiting, Training, CRM, Management, Strategic Planning
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (MBA), Finance
California Polytechnic State University-San Luis Obispo 2005 — 2009
Business Administration, Finance
Brooke Davis Brooke Davis's Morgan Stanley Experience 2006 - 2007
Job Senior Mortgage Loan Officer at Caliber Home Loans
Industry Banking
Experience
Caliber Funding September 2013 - Present
Union Bank 2007 - Present
Morgan Stanley 2006 - 2007
Skills
Refinance, Retirement, Marketing, Credit Risk, Commercial Lending, Team Building, Management, First Time Home Buyers, Financial Analysis, Loans, Strategic Planning, Lines Of Credit, Retail Banking, Banking, Investments, Small Business Lending, Commercial Banking, Real Estate Financing, Finance, Sales, Real Estate, Portfolio Management, Mortgage Lending, Customer Service, Loan Origination, Risk Management, Credit, Credit Analysis, Negotiation, Sales Management, Commercial Mortgages, Mortgage Banking, Wealth Management, Residential Mortgages, FHA
Education
California Polytechnic State University-San Luis Obispo 1996 — 1998
Caliber Funding September 2013 - Present
Union Bank 2007 - Present
Morgan Stanley 2006 - 2007
Skills
Refinance, Retirement, Marketing, Credit Risk, Commercial Lending, Team Building, Management, First Time Home Buyers, Financial Analysis, Loans, Strategic Planning, Lines Of Credit, Retail Banking, Banking, Investments, Small Business Lending, Commercial Banking, Real Estate Financing, Finance, Sales, Real Estate, Portfolio Management, Mortgage Lending, Customer Service, Loan Origination, Risk Management, Credit, Credit Analysis, Negotiation, Sales Management, Commercial Mortgages, Mortgage Banking, Wealth Management, Residential Mortgages, FHA
Education
California Polytechnic State University-San Luis Obispo 1996 — 1998
Samantha Lessel's Morgan Stanley Experience December 2014 - January 2015
Job in
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
Morgan Stanley December 2014 - January 2015
Jack A. Cross & Associates September 2013 - December 2014
Law Offices of Darren J. Goodman April 2011 - September 2013
Arthur Martinez & Associates February 2011 - April 2011
Victoria's Secret October 2010 - February 2011
Victoria's Secret August 2008 - February 2011
Skills
Legal Research, Legal Writing, Legal Assistance, Family Law, Pleadings, Mediation, Document Review, 401k, 401k Rollovers, Defined Benefit, Defined Contribution, Pension Funds, IRAs, Roth IRA, SEP IRA, Qualified Retirement..., Retirement Benefits, Retirement Plan..., Qualified Domestic..., Wordperfect, Document Drafting, Sales, WordPerfect, Customer Service, Microsoft Word, Microsoft Excel, Management, Event Planning, Public Speaking
Education
California Lutheran University 2008 — 2011
Bachelor's degree, Business Administration and Management, General
Merrill Lynch March 2015 - Present
Morgan Stanley December 2014 - January 2015
Jack A. Cross & Associates September 2013 - December 2014
Law Offices of Darren J. Goodman April 2011 - September 2013
Arthur Martinez & Associates February 2011 - April 2011
Victoria's Secret October 2010 - February 2011
Victoria's Secret August 2008 - February 2011
Skills
Legal Research, Legal Writing, Legal Assistance, Family Law, Pleadings, Mediation, Document Review, 401k, 401k Rollovers, Defined Benefit, Defined Contribution, Pension Funds, IRAs, Roth IRA, SEP IRA, Qualified Retirement..., Retirement Benefits, Retirement Plan..., Qualified Domestic..., Wordperfect, Document Drafting, Sales, WordPerfect, Customer Service, Microsoft Word, Microsoft Excel, Management, Event Planning, Public Speaking
Education
California Lutheran University 2008 — 2011
Bachelor's degree, Business Administration and Management, General
Megan (Spargo) Glover's Morgan Stanley Experience February 2006 - May 2009
Job Senior Vice President Human Resources at Macquarie Group
Industry Financial Services
Experience
Macquarie Group October 2014 - Present
Moelis & Company August 2009 - October 2014
Morgan Stanley February 2006 - May 2009
JAMDAT Mobile April 2004 - February 2006
Skills
Performance Management, Employee Relations..., Employee Relations, Deferred Compensation, Restructuring, Succession Planning, Management, Employment Law, Performance Appraisal, Personnel Management, Employee Benefits, Training, Recruiting
Education
California Polytechnic State University-San Luis Obispo 1999 — 2001
Bachelor of Science, Psychology
University of Southern California
Teaching Credential
Macquarie Group October 2014 - Present
Moelis & Company August 2009 - October 2014
Morgan Stanley February 2006 - May 2009
JAMDAT Mobile April 2004 - February 2006
Skills
Performance Management, Employee Relations..., Employee Relations, Deferred Compensation, Restructuring, Succession Planning, Management, Employment Law, Performance Appraisal, Personnel Management, Employee Benefits, Training, Recruiting
Education
California Polytechnic State University-San Luis Obispo 1999 — 2001
Bachelor of Science, Psychology
University of Southern California
Teaching Credential
Thomas Melton Thomas Melton's Morgan Stanley Experience February 1998 - August 2000
Job at Neighborhood Commercial, LLC
Industry Construction
Experience
Neighborhood Commercial, LLC September 2008 - Present
Richport Properties April 2005 - October 2007
Choice Homes, Inc 2001 - 2004
Morgan Stanley February 1998 - August 2000
Marchant Const, Inc 1988 - 1998
Skills
Renovation, Construction, Real Estate Development, Land Acquisition, Commercial Restaurants..., Process Management, Cost Control, Commercial Real Estate, Residential Homes, Property Management, LLC, Restaurants, Real Estate, Marketing, Sales, Leadership, Contract Negotiation, Foreclosures, REO, Negotiation, Short Sales, First Time Home Buyers, Sellers, Construction Management, Management, Investment Properties, Investors, Contract Management, Budgets, Land Development, Leases, Project Planning, Purchasing, Real Estate Transactions, Selling, Strategic Planning
Education
Columbia Southern University 2008 — 2010
BSBA, Management
California State University, Fresno 1981 — 1984
Construction Management and Engineering
Neighborhood Commercial, LLC September 2008 - Present
Richport Properties April 2005 - October 2007
Choice Homes, Inc 2001 - 2004
Morgan Stanley February 1998 - August 2000
Marchant Const, Inc 1988 - 1998
Skills
Renovation, Construction, Real Estate Development, Land Acquisition, Commercial Restaurants..., Process Management, Cost Control, Commercial Real Estate, Residential Homes, Property Management, LLC, Restaurants, Real Estate, Marketing, Sales, Leadership, Contract Negotiation, Foreclosures, REO, Negotiation, Short Sales, First Time Home Buyers, Sellers, Construction Management, Management, Investment Properties, Investors, Contract Management, Budgets, Land Development, Leases, Project Planning, Purchasing, Real Estate Transactions, Selling, Strategic Planning
Education
Columbia Southern University 2008 — 2010
BSBA, Management
California State University, Fresno 1981 — 1984
Construction Management and Engineering
Sue LaCoe Sue LaCoe's Morgan Stanley Experience July 2005 - February 2007
Job President & General Manager, Fit Body Boot Camp : Accountant, Licensed Tax Preparer at LaCoe Tax Service
Industry Accounting
Experience
Fit Body Boot Camp - Santa Maria & LaCoe Tax Service July 2014 - Present
LaCoe Tax Service January 2002 - Present
Morgan Stanley July 2005 - February 2007
Skills
Tax Preparation, Tax, Retirement Planning, Tax Returns, Strategic Planning, IRS, Financial Planners, Small Business, Accounting, Corporate Tax, Income Tax, Bookkeeping, Customer Service, QuickBooks, Financial Planning, Finance, Financial Analysis, Tax Accounting
Education
Cal Poly San Luis Obispo 1990 — 1994
BS, Business Administration/Finance
Fit Body Boot Camp - Santa Maria & LaCoe Tax Service July 2014 - Present
LaCoe Tax Service January 2002 - Present
Morgan Stanley July 2005 - February 2007
Skills
Tax Preparation, Tax, Retirement Planning, Tax Returns, Strategic Planning, IRS, Financial Planners, Small Business, Accounting, Corporate Tax, Income Tax, Bookkeeping, Customer Service, QuickBooks, Financial Planning, Finance, Financial Analysis, Tax Accounting
Education
Cal Poly San Luis Obispo 1990 — 1994
BS, Business Administration/Finance
Mike Budelli's Morgan Stanley Experience 2001 - 2003
Job Strategic Partnerships & Business Development at Google
Industry Information Technology and Services
Experience
Google April 2014 - Present
Google January 2013 - March 2014
Zenprise (Acquired by Citrix) December 2011 - December 2012
Terrapin Systems January 2007 - December 2011
Network Chemistry (Acq. Aruba Networks) January 2005 - January 2007
Sana Security (Acq. AVG Technologies) 2003 - 2005
Morgan Stanley 2001 - 2003
Skills
Enterprise Software, Enterprise Content..., Mobile Device Management, Mobile Applications, SaaS, Solution Selling, New Business Development, Data Loss Protection, Network Infrastructure, Channel Strategy, Healthcare Information..., Direct Sales, Network Hardware, Cloud Storage, Internet Entrepreneur, Early-stage Startups, Leadership, Go-to-market Strategy, Salesforce.com
Education
California Polytechnic State University-San Luis Obispo 1997 — 2001
Sales & Marketing
Sacred Heart Schools, Atherton
Google April 2014 - Present
Google January 2013 - March 2014
Zenprise (Acquired by Citrix) December 2011 - December 2012
Terrapin Systems January 2007 - December 2011
Network Chemistry (Acq. Aruba Networks) January 2005 - January 2007
Sana Security (Acq. AVG Technologies) 2003 - 2005
Morgan Stanley 2001 - 2003
Skills
Enterprise Software, Enterprise Content..., Mobile Device Management, Mobile Applications, SaaS, Solution Selling, New Business Development, Data Loss Protection, Network Infrastructure, Channel Strategy, Healthcare Information..., Direct Sales, Network Hardware, Cloud Storage, Internet Entrepreneur, Early-stage Startups, Leadership, Go-to-market Strategy, Salesforce.com
Education
California Polytechnic State University-San Luis Obispo 1997 — 2001
Sales & Marketing
Sacred Heart Schools, Atherton
Randall Stone's Morgan Stanley Experience March 2002 - January 2003
Job Councilmember at City of Chico
Industry Investment Management
Experience
City of Chico December 2012 - Present
Special Olympics Butte County January 2009 - Present
Randall Stone Realty November 2005 - Present
Randall Stone Financial Planning & Real Estate June 2004 - Present
Stone Building Corporation September 2005 - February 2012
A.G. Edwards & Sons January 2003 - March 2004
Morgan Stanley March 2002 - January 2003
Skills
Estate Planning, Bonds, Options, Real Estate, Retirement Planning, Personal Finance, Public Administration, Public Policy, Public Finance, IRAs, Management, Leadership, Mutual Funds, Investments, Strategic Financial..., Nonprofits, Retirement, Portfolio Management, Fixed Annuities, Series 7, Finance, 401k, Series 63, Financial Services, Wealth Accumulation, Small Business, Disability Insurance, Investment Properties, Project Planning, Stocks, Community Development, Risk Management, Real Estate Transactions, Analysis, Funding, Financial Analysis, Strategic Planning, Public Speaking, Commercial Real Estate, Community Outreach, Sellers, Economic Development, Policy Analysis, Organizational..., Grant Writing, Program Management, Government, Social Networking, Entrepreneurship, Client Development
Education
California State University-Chico 2008 — 2010
Master of Arts, Public Administration
California State University, Chico 1995 — 1998
Bachelors, B.A. Economics, B.S. Business Administration - Finance
Oregon State University 1994 — 1995
Transfer, Finance
City of Chico December 2012 - Present
Special Olympics Butte County January 2009 - Present
Randall Stone Realty November 2005 - Present
Randall Stone Financial Planning & Real Estate June 2004 - Present
Stone Building Corporation September 2005 - February 2012
A.G. Edwards & Sons January 2003 - March 2004
Morgan Stanley March 2002 - January 2003
Skills
Estate Planning, Bonds, Options, Real Estate, Retirement Planning, Personal Finance, Public Administration, Public Policy, Public Finance, IRAs, Management, Leadership, Mutual Funds, Investments, Strategic Financial..., Nonprofits, Retirement, Portfolio Management, Fixed Annuities, Series 7, Finance, 401k, Series 63, Financial Services, Wealth Accumulation, Small Business, Disability Insurance, Investment Properties, Project Planning, Stocks, Community Development, Risk Management, Real Estate Transactions, Analysis, Funding, Financial Analysis, Strategic Planning, Public Speaking, Commercial Real Estate, Community Outreach, Sellers, Economic Development, Policy Analysis, Organizational..., Grant Writing, Program Management, Government, Social Networking, Entrepreneurship, Client Development
Education
California State University-Chico 2008 — 2010
Master of Arts, Public Administration
California State University, Chico 1995 — 1998
Bachelors, B.A. Economics, B.S. Business Administration - Finance
Oregon State University 1994 — 1995
Transfer, Finance
Julie (Donaldson) Prince's Morgan Stanley Experience November 2005 - November 2008
Job Managing Director at Cabrillo Music Theatre
Industry Hospitality
Experience
Cabrillo Music Theatre August 2014 - December 2014
The Barkley Pet Hotel & Day Spa July 2010 - August 2014
The Barkley Pet Hotel & Day Spa August 2010 - March 2011
Morgan Stanley November 2005 - November 2008
Non Profit Consultant September 2001 - October 2005
Vari-Lite International September 1999 - September 2001
Thousand Trails July 1997 - September 1999
Six Flags June 1993 - July 1997
Skills
Marketing Strategy, Management, Sales, Sales Management, Sales Presentations, Project Planning, Customer Service, Microsoft Excel, Leadership, Microsoft Office, Event Planning, Event Management, Marketing, PowerPoint, Team Leadership, Microsoft Word, Direct Sales, Marketing Communications, Sales Training, Training, Strategy, CRM, Account Management, Cold Calling, Entrepreneurship, Forecasting, Market Research, Operations Management, Networking, New Business Development, Press Releases, Proposal Writing, Sales Operations, Sponsorship, Time Management, Selling Skills
Education
California Lutheran University 1986 — 1990
Bachelor of Arts (B.A.), Communication, General and Psychology
University College London, U. of London 1988 — 1989
British Studies, British Literature, Theatre, History
Cabrillo Music Theatre August 2014 - December 2014
The Barkley Pet Hotel & Day Spa July 2010 - August 2014
The Barkley Pet Hotel & Day Spa August 2010 - March 2011
Morgan Stanley November 2005 - November 2008
Non Profit Consultant September 2001 - October 2005
Vari-Lite International September 1999 - September 2001
Thousand Trails July 1997 - September 1999
Six Flags June 1993 - July 1997
Skills
Marketing Strategy, Management, Sales, Sales Management, Sales Presentations, Project Planning, Customer Service, Microsoft Excel, Leadership, Microsoft Office, Event Planning, Event Management, Marketing, PowerPoint, Team Leadership, Microsoft Word, Direct Sales, Marketing Communications, Sales Training, Training, Strategy, CRM, Account Management, Cold Calling, Entrepreneurship, Forecasting, Market Research, Operations Management, Networking, New Business Development, Press Releases, Proposal Writing, Sales Operations, Sponsorship, Time Management, Selling Skills
Education
California Lutheran University 1986 — 1990
Bachelor of Arts (B.A.), Communication, General and Psychology
University College London, U. of London 1988 — 1989
British Studies, British Literature, Theatre, History
Eric C. Lee's Morgan Stanley Experience 2001 - 2002
Job Research Administrator at California Institute for Energy and Environment
Industry Banking
Experience
California Institute for Energy and Environment January 2014 - Present
California Institute of Energy and Environment February 2009 - December 2013
H&R Block January 2009 - May 2009
Citco Fund Services October 2007 - March 2008
Greater Bay Trust February 2003 - October 2007
Morgan Stanley 2001 - 2002
Merrill Lynch 2000 - 2001
Education
California State University-East Bay 2004 — 2007
MBA, Finance
San Jose State University
Certification, Internet Business Specialist
University of California, Davis 1996 — 2001
California Institute for Energy and Environment January 2014 - Present
California Institute of Energy and Environment February 2009 - December 2013
H&R Block January 2009 - May 2009
Citco Fund Services October 2007 - March 2008
Greater Bay Trust February 2003 - October 2007
Morgan Stanley 2001 - 2002
Merrill Lynch 2000 - 2001
Education
California State University-East Bay 2004 — 2007
MBA, Finance
San Jose State University
Certification, Internet Business Specialist
University of California, Davis 1996 — 2001
Paige Schultz (Krueger)'s Morgan Stanley Experience December 2005 - October 2007
Job A
Industry Financial Services
Experience
Morgan Stanley December 2005 - October 2007
Burton/Enright Group January 2003 - December 2005
Fireman's Fund Insurance Company July 1999 - December 2002
Education
California State University-Chico 1996 — 1999
BS Business Administration, Management Information Systems
Morgan Stanley December 2005 - October 2007
Burton/Enright Group January 2003 - December 2005
Fireman's Fund Insurance Company July 1999 - December 2002
Education
California State University-Chico 1996 — 1999
BS Business Administration, Management Information Systems
Johanna Eakle, CTFA, ChFC's Morgan Stanley Experience 1999 - 2001
Job Vice President, Wealth Management; Manager of Client Support Services
Industry Financial Services
Experience
Northern Trust Corporation October 2014 - Present
Northern Trust Corporation March 2014 - Present
Northern Trust April 2008 - March 2014
Armstrong, Fisch & Tutoli, Attorneys At Law July 2007 - April 2008
AF&T Financial Group July 2007 - April 2008
Pinnacle Financial Group June 2004 - July 2006
John Hancock 2001 - 2004
Morgan Stanley 1999 - 2001
Skills
High Net Worth..., Relationship Management, Customer Satisfaction, Customer Service, Time Management, Project Management, Project Planning, Project Delivery, Client Liaison, Helping Clients Succeed, Process Improvement, Business Process..., Troubleshooting, Problem Solving, Problem Analysis, Strategic Financial..., Trusts, Trusted Advisor, Trust Management, Trust Services, Estate Administration, Series 7, series 66, CTFA, ChFC, CBEST, Asset Allocation, Wealth Management, Financial Analysis
Education
Cannon Financial Institute 2009 — 2011
Trust School Graduate
Institute of Certified Bankers 2009 — 2011
CTFA
The American College
ChFC
Arizona State University, School of Global Management and Leadership 2008 — 2008
California Western School of Law 2006 — 2007
University of California, Los Angeles 2001 — 2006
PFP
California State Polytechnic University-Pomona 1997 — 2001
B.S.
Northern Trust Corporation October 2014 - Present
Northern Trust Corporation March 2014 - Present
Northern Trust April 2008 - March 2014
Armstrong, Fisch & Tutoli, Attorneys At Law July 2007 - April 2008
AF&T Financial Group July 2007 - April 2008
Pinnacle Financial Group June 2004 - July 2006
John Hancock 2001 - 2004
Morgan Stanley 1999 - 2001
Skills
High Net Worth..., Relationship Management, Customer Satisfaction, Customer Service, Time Management, Project Management, Project Planning, Project Delivery, Client Liaison, Helping Clients Succeed, Process Improvement, Business Process..., Troubleshooting, Problem Solving, Problem Analysis, Strategic Financial..., Trusts, Trusted Advisor, Trust Management, Trust Services, Estate Administration, Series 7, series 66, CTFA, ChFC, CBEST, Asset Allocation, Wealth Management, Financial Analysis
Education
Cannon Financial Institute 2009 — 2011
Trust School Graduate
Institute of Certified Bankers 2009 — 2011
CTFA
The American College
ChFC
Arizona State University, School of Global Management and Leadership 2008 — 2008
California Western School of Law 2006 — 2007
University of California, Los Angeles 2001 — 2006
PFP
California State Polytechnic University-Pomona 1997 — 2001
B.S.
Jerron Jutila's Morgan Stanley Experience 2000 - 2002
Job Reef Capital LLC
Industry Venture Capital & Private Equity
Experience
Reef Capital LLC January 2014 - Present
Argentum Group 2004 - 2013
Oppenheimer 2002 - 2004
Morgan Stanley 2000 - 2002
The Walt Disney Company 1994 - 1998
Skills
Fixed Income, Wealth Management, Corporate Finance, Estate Planning, Strategy, Finance, Real Estate, Asset Management, Management, Leadership, Financial Modeling, High Yield, Series 7, Unit Investment Trusts, Portfolio Management, Wealth Management..., Investments, Strategic Financial..., Strategic Planning, Equities, Financial Advisory, Valuation, Capital IQ, Financial Services, Financial Analysis, Mergers & Acquisitions, Asset Allocation, Due Diligence, Business Strategy, Alternative Investments
Education
UCLA Anderson School of Management 1998 — 2000
MBA, Finance
California Polytechnic State University-San Luis Obispo 1989 — 1995
B.S., Finance
Fortuna High
Reef Capital LLC January 2014 - Present
Argentum Group 2004 - 2013
Oppenheimer 2002 - 2004
Morgan Stanley 2000 - 2002
The Walt Disney Company 1994 - 1998
Skills
Fixed Income, Wealth Management, Corporate Finance, Estate Planning, Strategy, Finance, Real Estate, Asset Management, Management, Leadership, Financial Modeling, High Yield, Series 7, Unit Investment Trusts, Portfolio Management, Wealth Management..., Investments, Strategic Financial..., Strategic Planning, Equities, Financial Advisory, Valuation, Capital IQ, Financial Services, Financial Analysis, Mergers & Acquisitions, Asset Allocation, Due Diligence, Business Strategy, Alternative Investments
Education
UCLA Anderson School of Management 1998 — 2000
MBA, Finance
California Polytechnic State University-San Luis Obispo 1989 — 1995
B.S., Finance
Fortuna High
Jason Ahronian's Morgan Stanley Experience June 1998 - Present
Job The Ahronian Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 1998 - Present
Skills
Series 7, Mutual Funds
Education
California State University, Fresno 1994 — 1998
Morgan Stanley June 1998 - Present
Skills
Series 7, Mutual Funds
Education
California State University, Fresno 1994 — 1998
Sonja Ikaheimo's Morgan Stanley Experience December 1999 - July 2001
Job Consultant at RGP
Industry Accounting
Experience
Resources Global April 2007 - Present
IDS Real Estate Group June 2006 - March 2007
Maguire Properties March 2004 - March 2006
Kearny Real Estate Company August 2001 - October 2003
Morgan Stanley December 1999 - July 2001
BDO Seidman, LLP September 1997 - September 1999
Perry-Smith LLP August 1995 - August 1997
Education
California State University-Chico 1992 — 1995
BS, Business Administration - Accounting & Finance
Mesabi Community College 1989 — 1991
AA, Accounting
Resources Global April 2007 - Present
IDS Real Estate Group June 2006 - March 2007
Maguire Properties March 2004 - March 2006
Kearny Real Estate Company August 2001 - October 2003
Morgan Stanley December 1999 - July 2001
BDO Seidman, LLP September 1997 - September 1999
Perry-Smith LLP August 1995 - August 1997
Education
California State University-Chico 1992 — 1995
BS, Business Administration - Accounting & Finance
Mesabi Community College 1989 — 1991
AA, Accounting
Byron Hill's Morgan Stanley Experience June 2002 - July 2003
Job Accounting Manager at Facebook
Industry Accounting
Experience
Facebook October 2013 - Present
Facebook October 2012 - October 2013
Facebook June 2010 - September 2012
Facebook July 2008 - June 2010
PricewaterhouseCoopers September 2003 - July 2008
Morgan Stanley June 2002 - July 2003
Skills
Accounting, Consolidation, Account Reconciliation, Payroll, Revenue Recognition, US GAAP, GAAP, Sarbanes-Oxley Act, Financial Modeling, IPO, Financial Accounting, Financial Analysis, Internal Controls, Auditing, Internal Audit, General Ledger
Education
California State University-Fresno 1999 — 2003
BS, Accounting, 3.47
Facebook October 2013 - Present
Facebook October 2012 - October 2013
Facebook June 2010 - September 2012
Facebook July 2008 - June 2010
PricewaterhouseCoopers September 2003 - July 2008
Morgan Stanley June 2002 - July 2003
Skills
Accounting, Consolidation, Account Reconciliation, Payroll, Revenue Recognition, US GAAP, GAAP, Sarbanes-Oxley Act, Financial Modeling, IPO, Financial Accounting, Financial Analysis, Internal Controls, Auditing, Internal Audit, General Ledger
Education
California State University-Fresno 1999 — 2003
BS, Accounting, 3.47
Jason Sinclair, CIMA®'s Morgan Stanley Experience May 1999 - December 2008
Job Vice President Investments, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. December 2008 - Present
Morgan Stanley May 1999 - December 2008
Skills
Series 7, Investment Management, Portfolio Management
Education
California State University-Chico 1989 — 1995
UBS Financial Services Inc. December 2008 - Present
Morgan Stanley May 1999 - December 2008
Skills
Series 7, Investment Management, Portfolio Management
Education
California State University-Chico 1989 — 1995
Ashley DeBenedetti's Morgan Stanley Experience January 2009 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley January 2009 - Present
UBS January 2008 - January 2009
Tullys Coffee October 2005 - December 2007
Skills
Customer Service, Management, Microsoft Excel, Finance, Microsoft Office, Social Media, Investments, Banking
Education
California State University-Chico 1999 — 2004
BA, Marketing
Morgan Stanley January 2009 - Present
UBS January 2008 - January 2009
Tullys Coffee October 2005 - December 2007
Skills
Customer Service, Management, Microsoft Excel, Finance, Microsoft Office, Social Media, Investments, Banking
Education
California State University-Chico 1999 — 2004
BA, Marketing
Jasvender Grewal's Morgan Stanley Experience June 2007 - January 2008
Job Financial Services Professional
Industry Financial Services
Experience
Charles Schwab August 2008 - Present
Morgan Stanley June 2007 - January 2008
Port of Subs January 2001 - June 2007
Skills
Series 7
Education
California State University-Bakersfield 2002 — 2006
Bachelor's of Science, Business Administration: Finance Concentration
Charles Schwab August 2008 - Present
Morgan Stanley June 2007 - January 2008
Port of Subs January 2001 - June 2007
Skills
Series 7
Education
California State University-Bakersfield 2002 — 2006
Bachelor's of Science, Business Administration: Finance Concentration
Wayne Best, CFP's Morgan Stanley Experience December 2000 - June 2013
Job Marin Wealth Advisors
Industry Financial Services
Experience
Align Financial Services June 2013 - Present
Morgan Stanley December 2000 - June 2013
Partition Specialties, Inc. 1998 - 2000
Skills
Equities, Financial Modeling, Investments, Valuation, Wealth Management, Fixed Income, Financial Analysis, Mutual Funds, Corporate Finance, Portfolio Management, Retirement Planning, Capital Markets, Asset Management, Investment Advisory
Education
California Polytechnic State University-San Luis Obispo 1986 — 1991
BS, Economics
Redwood
Align Financial Services June 2013 - Present
Morgan Stanley December 2000 - June 2013
Partition Specialties, Inc. 1998 - 2000
Skills
Equities, Financial Modeling, Investments, Valuation, Wealth Management, Fixed Income, Financial Analysis, Mutual Funds, Corporate Finance, Portfolio Management, Retirement Planning, Capital Markets, Asset Management, Investment Advisory
Education
California Polytechnic State University-San Luis Obispo 1986 — 1991
BS, Economics
Redwood
Drew Hedlund, CPA's Morgan Stanley Experience June 2001 - August 2002
Job Business Consultant at DRH Consulting
Industry Accounting
Experience
DRH Consulting July 2014 - Present
CohnReznick LLP January 2013 - July 2014
KPMG August 2011 - September 2012
Prime Lending January 2010 - August 2011
Magnifund Group November 2007 - October 2008
Charter Funding September 2004 - August 2007
First Republic Bank August 2003 - August 2004
Bank of America August 2002 - August 2003
Morgan Stanley June 2001 - August 2002
Skills
Financial Analysis, Credit, Management, Internal Audit, Finance, Auditing, Banking, Sales, Account Management, CRM, Marketing
Education
California Polytechnic State University-San Luis Obispo 1995 — 2000
B.S., Economics
DRH Consulting July 2014 - Present
CohnReznick LLP January 2013 - July 2014
KPMG August 2011 - September 2012
Prime Lending January 2010 - August 2011
Magnifund Group November 2007 - October 2008
Charter Funding September 2004 - August 2007
First Republic Bank August 2003 - August 2004
Bank of America August 2002 - August 2003
Morgan Stanley June 2001 - August 2002
Skills
Financial Analysis, Credit, Management, Internal Audit, Finance, Auditing, Banking, Sales, Account Management, CRM, Marketing
Education
California Polytechnic State University-San Luis Obispo 1995 — 2000
B.S., Economics
Al McCarty's Morgan Stanley Experience May 2007 - February 2008
Job Director of Premiere Photobooth Las Vegas
Industry Events Services
Experience
Premiere Photobooth - Las Vegas November 2009 - Present
ShutterBox Photobooth April 2009 - December 2009
Morgan Stanley May 2007 - February 2008
Saxon Mortgage, Inc. A Morgan Stanley Company 2007 - 2008
Fremont Investment & Loan June 1998 - May 2007
Security Pacific Finance 1977 - 1979
Skills
Marketing Strategy, Management, Mortgage Lending, Corporate Events, Recruiting, Mortgage Banking, Event Management, Cold Calling, Loan Origination
Education
California State Polytechnic University-Pomona
Premiere Photobooth - Las Vegas November 2009 - Present
ShutterBox Photobooth April 2009 - December 2009
Morgan Stanley May 2007 - February 2008
Saxon Mortgage, Inc. A Morgan Stanley Company 2007 - 2008
Fremont Investment & Loan June 1998 - May 2007
Security Pacific Finance 1977 - 1979
Skills
Marketing Strategy, Management, Mortgage Lending, Corporate Events, Recruiting, Mortgage Banking, Event Management, Cold Calling, Loan Origination
Education
California State Polytechnic University-Pomona
Jennifer Kuyper's Morgan Stanley Experience 2001 - 2003
Job Vice President Commercial Relationship Manager at Umpqua Bank
Industry Banking
Experience
Chico Sports Club December 2014 - Present
Umpqua Bank June 2013 - Present
Tri Counties Bank September 2010 - June 2013
Wells Fargo 2003 - 2010
All State Promotions August 2001 - April 2003
Morgan Stanley 2001 - 2003
Skills
Loans, Finance, Commercial Lending, Small Business Lending, Credit, Underwriting, Credit Analysis, Mortgage Lending, Banking, Commercial Banking, Commercial Mortgages, Refinance, Lines Of Credit, Consumer Lending, Real Estate Financing, Loan Origination, Marketing, Portfolio Management, Commercial Real Estate, Treasury Management, Relationship Management, Cash Flow Lending, Financial Services, Asset Based Lending, Cross Selling, USDA, Loan Servicing, Mortgage Banking, Credit Risk, Retail Banking, Financial Analysis, Risk Management, Investments, SBA, Financial Structuring, Community Outreach, Social Media Marketing, Team Leadership, Product Promotion, Fitness Training, Performance Motivation, Sales Motivation, Wellness Coaching, Business Strategy, Financial Statement..., New Market Growth
Education
California State University-Chico 1996 — 2001
PR/Marketing/Psychology
Parkview
Chico Sports Club December 2014 - Present
Umpqua Bank June 2013 - Present
Tri Counties Bank September 2010 - June 2013
Wells Fargo 2003 - 2010
All State Promotions August 2001 - April 2003
Morgan Stanley 2001 - 2003
Skills
Loans, Finance, Commercial Lending, Small Business Lending, Credit, Underwriting, Credit Analysis, Mortgage Lending, Banking, Commercial Banking, Commercial Mortgages, Refinance, Lines Of Credit, Consumer Lending, Real Estate Financing, Loan Origination, Marketing, Portfolio Management, Commercial Real Estate, Treasury Management, Relationship Management, Cash Flow Lending, Financial Services, Asset Based Lending, Cross Selling, USDA, Loan Servicing, Mortgage Banking, Credit Risk, Retail Banking, Financial Analysis, Risk Management, Investments, SBA, Financial Structuring, Community Outreach, Social Media Marketing, Team Leadership, Product Promotion, Fitness Training, Performance Motivation, Sales Motivation, Wellness Coaching, Business Strategy, Financial Statement..., New Market Growth
Education
California State University-Chico 1996 — 2001
PR/Marketing/Psychology
Parkview
Dan Dobbin's Morgan Stanley Experience March 2007 - August 2015
Job director of fun
Industry Entertainment
Experience
Morgan Stanley March 2007 - August 2015
Transperfect Translations June 2006 - March 2007
Jackson Hole, WY December 2003 - April 2006
Skills
Microsoft Office, Corporate Finance, Customer Service, PowerPoint, Business Analysis, Sales
Education
California State University-Chico 1997 — 2003
Morgan Stanley March 2007 - August 2015
Transperfect Translations June 2006 - March 2007
Jackson Hole, WY December 2003 - April 2006
Skills
Microsoft Office, Corporate Finance, Customer Service, PowerPoint, Business Analysis, Sales
Education
California State University-Chico 1997 — 2003
Spade Chan's Morgan Stanley Experience May 1998 - August 2005
Job ING Financial Partners, Inc.
Industry Financial Services
Experience
ING Financial Partners November 2008 - Present
Ameriprise Financial February 2008 - October 2008
HSBC Securities (USA) September 2005 - February 2008
Morgan Stanley May 1998 - August 2005
Merrill Lynch December 1996 - 1998
ATR Systems, Inc 1990 - 1994
Everex Systems, Inc 1987 - 1990
Education
Texas A&M International University 1994 — 1995
MBA, International Banking
California State University-Dominguez Hills 1985 — 1987
BSC, Math & Computer Science
Carleton University 1981 — 1985
Engineering
ING Financial Partners November 2008 - Present
Ameriprise Financial February 2008 - October 2008
HSBC Securities (USA) September 2005 - February 2008
Morgan Stanley May 1998 - August 2005
Merrill Lynch December 1996 - 1998
ATR Systems, Inc 1990 - 1994
Everex Systems, Inc 1987 - 1990
Education
Texas A&M International University 1994 — 1995
MBA, International Banking
California State University-Dominguez Hills 1985 — 1987
BSC, Math & Computer Science
Carleton University 1981 — 1985
Engineering
Ron Chapman's Morgan Stanley Experience June 1991 - February 2013
Job Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management February 2013 - Present
Morgan Stanley June 1991 - February 2013
Education
California State University-East Bay 1990 — 1991
Bachelor of Science, Finance
RBC Wealth Management February 2013 - Present
Morgan Stanley June 1991 - February 2013
Education
California State University-East Bay 1990 — 1991
Bachelor of Science, Finance
Patti Smylie, REALTOR's Morgan Stanley Experience 1985 - 1985
Job Real Estate Consultant, Listing Specialist, Spanning Two Decades, Livermore, Pleasanton, San Ramon & Danville
Industry Real Estate
Experience
Re/Max Accord September 2003 - Present
Livermore Valley Joint Unified School District September 1990 - June 1998
Gannett Newspapers August 1985 - January 1998
CrossWinds Church August 1994 - July 1997
William Lyon Property Managment July 1989 - June 1990
Lesher Publications 1985 - 1986
Morgan Stanley 1985 - 1985
Granada High School 1976 - 1980
Skills
Listings, Referrals, Marketing, Investors, Selling Listings..., New Home Sales, Helping Families Move Up, Helping Retirees Move On, Helping Sellers Buy..., Buyers, First Time Home Buyers, Sales, Short Sales, REO, Seniors
Education
Chapman University 1989 — 1990
Multiple Subject Teaching Credential, Elementary Education
California State University-Chico 1981 — 1984
BA, Public Relations
Granada High School 1976 — 1980
HS Diploma
Re/Max Accord September 2003 - Present
Livermore Valley Joint Unified School District September 1990 - June 1998
Gannett Newspapers August 1985 - January 1998
CrossWinds Church August 1994 - July 1997
William Lyon Property Managment July 1989 - June 1990
Lesher Publications 1985 - 1986
Morgan Stanley 1985 - 1985
Granada High School 1976 - 1980
Skills
Listings, Referrals, Marketing, Investors, Selling Listings..., New Home Sales, Helping Families Move Up, Helping Retirees Move On, Helping Sellers Buy..., Buyers, First Time Home Buyers, Sales, Short Sales, REO, Seniors
Education
Chapman University 1989 — 1990
Multiple Subject Teaching Credential, Elementary Education
California State University-Chico 1981 — 1984
BA, Public Relations
Granada High School 1976 — 1980
HS Diploma
Heather Gamer's Morgan Stanley Experience April 2007 - April 2008
Job Account Executive @ Robert Half Technology In San Jose
Industry Staffing and Recruiting
Experience
Robert Half Technology November 2008 - Present
Morgan Stanley April 2007 - April 2008
Argent Mortgage October 2001 - January 2007
Education
California State University-East Bay 1994 — 1999
BA, English
Robert Half Technology November 2008 - Present
Morgan Stanley April 2007 - April 2008
Argent Mortgage October 2001 - January 2007
Education
California State University-East Bay 1994 — 1999
BA, English
Jeff Ecklund's Morgan Stanley Experience September 1985 - Present
Job VP Investments at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley September 1985 - Present
Education
California State University-Chico
yes
Bachelor of Business Administration (B.B.A.)
Morgan Stanley September 1985 - Present
Education
California State University-Chico
yes
Bachelor of Business Administration (B.B.A.)
Ronald W. Lwin's Morgan Stanley Experience 1997 - 2002
Job Owner at Abacust Tax Preparation
Industry Financial Services
Experience
WYNN REAL ESTATE April 2013 - Present
Abacus Tax Preparation January 2010 - Present
Keller Williams Realty October 2010 - March 2013
United Brokers Real Estate 2002 - October 2010
Charles Schwab 2007 - 2007
Atlas Securities 2003 - 2007
Morgan Stanley 1997 - 2002
Prudential Insurance 1996 - 1997
Skills
Retirement Planning, Investments, Loans, Mutual Funds, Real Estate, Wealth Management, Investment Properties, Finance, Portfolio Management, Real Estate Transactions, Sales
Education
California State University-East Bay
BS
WYNN REAL ESTATE April 2013 - Present
Abacus Tax Preparation January 2010 - Present
Keller Williams Realty October 2010 - March 2013
United Brokers Real Estate 2002 - October 2010
Charles Schwab 2007 - 2007
Atlas Securities 2003 - 2007
Morgan Stanley 1997 - 2002
Prudential Insurance 1996 - 1997
Skills
Retirement Planning, Investments, Loans, Mutual Funds, Real Estate, Wealth Management, Investment Properties, Finance, Portfolio Management, Real Estate Transactions, Sales
Education
California State University-East Bay
BS
Barthel (Buck) Rohles's Morgan Stanley Experience 1990 - 2002
Job Business Teacher at Lodi Unified School District
Industry Primary/Secondary Education
Experience
Lodi Unified School District 2003 - Present
Morgan Stanley 1990 - 2002
Westside Bank 1988 - 1990
Bank of Agriculture & Commerce 1985 - 1988
Bank of America 1978 - 1985
Skills
Instructional Design, Teaching, Staff Development, Curriculum Design, Curriculum Development, Educational Technology, Classroom, Educational Leadership, Lesson Planning, Fundraising, Customer Service, Teacher Training, Public Speaking
Education
California Polytechnic State University-San Luis Obispo 1973 — 1978
B. A., Business
Lodi Unified School District 2003 - Present
Morgan Stanley 1990 - 2002
Westside Bank 1988 - 1990
Bank of Agriculture & Commerce 1985 - 1988
Bank of America 1978 - 1985
Skills
Instructional Design, Teaching, Staff Development, Curriculum Design, Curriculum Development, Educational Technology, Classroom, Educational Leadership, Lesson Planning, Fundraising, Customer Service, Teacher Training, Public Speaking
Education
California Polytechnic State University-San Luis Obispo 1973 — 1978
B. A., Business
Glenn Wiessner, CFP ®'s Morgan Stanley Experience March 1998 - November 2004
Job Director, Branch Manager at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc. November 2004 - Present
Morgan Stanley March 1998 - November 2004
Education
California State Polytechnic University-Pomona 1994 — 1996
MBA, Marketing
UBS Financial Services Inc. November 2004 - Present
Morgan Stanley March 1998 - November 2004
Education
California State Polytechnic University-Pomona 1994 — 1996
MBA, Marketing
Keith Speers's Morgan Stanley Experience Account Rep VPMorgan Stanley Prime Brokerage1996 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Account Rep VPMorgan Stanley Prime Brokerage1996 - Present
Education
University of the District of Columbia 1992 — 1995
MBA, Finance
California Polytechnic State University-San Luis Obispo 1985 — 1988
BA, Political Science
Morgan Stanley Account Rep VPMorgan Stanley Prime Brokerage1996 - Present
Education
University of the District of Columbia 1992 — 1995
MBA, Finance
California Polytechnic State University-San Luis Obispo 1985 — 1988
BA, Political Science
Suzanne Ontiveros Stella's Morgan Stanley Experience 1997 - 2001
Job Account Management and Sales
Industry Oil & Energy
Experience
Chevron April 2014 - September 2015
Chevron 2010 - 2014
Chevron 2008 - 2010
Chevron 2006 - 2008
Fakouri Electrical Engineering Inc. 2001 - 2006
Morgan Stanley 1997 - 2001
Skills
Energy, SAP, Procurement, Business Planning, Supply Chain Management, Process Engineering, Contract Management, Forecasting, Business Process..., Project Management, Project Planning, Financial Modeling, Strategic Sourcing, Business Strategy, Financial Analysis, Business Analysis, Strategic Planning, Supply Chain, Process Improvement, Change Management, Sales, Marketing, New Business Development, Account Management, Key Account Management, Back Office, Data Analysis, Retail
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Technology and Operations Management
California State Polytechnic University-Pomona
Chevron April 2014 - September 2015
Chevron 2010 - 2014
Chevron 2008 - 2010
Chevron 2006 - 2008
Fakouri Electrical Engineering Inc. 2001 - 2006
Morgan Stanley 1997 - 2001
Skills
Energy, SAP, Procurement, Business Planning, Supply Chain Management, Process Engineering, Contract Management, Forecasting, Business Process..., Project Management, Project Planning, Financial Modeling, Strategic Sourcing, Business Strategy, Financial Analysis, Business Analysis, Strategic Planning, Supply Chain, Process Improvement, Change Management, Sales, Marketing, New Business Development, Account Management, Key Account Management, Back Office, Data Analysis, Retail
Education
California State Polytechnic University-Pomona
Bachelor of Science (B.S.), Technology and Operations Management
California State Polytechnic University-Pomona
Demian Krueger's Morgan Stanley Experience June 2003 - September 2003
Job Branch Manager at CORIX Group of Companies
Industry Construction
Experience
CORIX Group of Companies March 2011 - Present
Frank A Olsen January 2010 - April 2011
Ferguson Enterprises January 2004 - January 2010
J.R. Stephens Co. July 2000 - December 2003
Morgan Stanley June 2003 - September 2003
Skills
Strategic Planning, Valves, Water, Direct Sales, Sales Management, Contract Negotiation, Account Management, HVAC, Purchasing, Contract Management, Procurement, Project Planning, Budgets, Wastewater Treatment, Water Treatment, Construction, Project Estimation, Microsoft Excel, Microsoft Office, Management, Manufacturing, Energy, Construction Management, Forecasting, Inventory Management, New Business Development, Operations Management, Pricing, Team Building
Education
California State University-Chico 1999 — 2003
Bachelors, International Economics
CORIX Group of Companies March 2011 - Present
Frank A Olsen January 2010 - April 2011
Ferguson Enterprises January 2004 - January 2010
J.R. Stephens Co. July 2000 - December 2003
Morgan Stanley June 2003 - September 2003
Skills
Strategic Planning, Valves, Water, Direct Sales, Sales Management, Contract Negotiation, Account Management, HVAC, Purchasing, Contract Management, Procurement, Project Planning, Budgets, Wastewater Treatment, Water Treatment, Construction, Project Estimation, Microsoft Excel, Microsoft Office, Management, Manufacturing, Energy, Construction Management, Forecasting, Inventory Management, New Business Development, Operations Management, Pricing, Team Building
Education
California State University-Chico 1999 — 2003
Bachelors, International Economics
Tracie Thompson's Morgan Stanley Experience December 2014 - Present
Job Assistant Vice President Complex Risk Officer at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley December 2014 - Present
National Planning Corporation (NPC) March 2013 - December 2014
National Planning Corporation (NPC) May 2011 - March 2013
Morgan Stanley Smith Barney January 2007 - April 2010
Smith Barney Citigroup August 1999 - January 2007
SunAmerica Retirement Markets August 1996 - March 1999
Skills
Public Speaking, Asset Managment, Mutual Funds, Financial Analysis, Investments, Accounting, Marketing, Portfolio Management, Project Management, Sales
Education
Loyola Marymount University 2009 — 2013
Masters in Counseling, School of Education
California State University-Dominguez Hills 2001 — 2003
Bachelor of Arts (BA), Political Science / minor: Public Administration
Morgan Stanley December 2014 - Present
National Planning Corporation (NPC) March 2013 - December 2014
National Planning Corporation (NPC) May 2011 - March 2013
Morgan Stanley Smith Barney January 2007 - April 2010
Smith Barney Citigroup August 1999 - January 2007
SunAmerica Retirement Markets August 1996 - March 1999
Skills
Public Speaking, Asset Managment, Mutual Funds, Financial Analysis, Investments, Accounting, Marketing, Portfolio Management, Project Management, Sales
Education
Loyola Marymount University 2009 — 2013
Masters in Counseling, School of Education
California State University-Dominguez Hills 2001 — 2003
Bachelor of Arts (BA), Political Science / minor: Public Administration
Arlin Travis's Morgan Stanley Experience 2007 - 2009
Job BTG Pactual Commodities
Industry Financial Services
Experience
BTG Pactual November 2013 - Present
Noble Americas January 2011 - October 2013
RBS Sempra Commodities October 2009 - December 2010
Morgan Stanley 2007 - 2009
Shell Trading North America 1999 - 2006
Sempra Energy 1988 - 1999
Skills
Trading, Energy Markets, Natural Gas, Commodity, Commodity Markets, Valuation, Options, Energy, Risk Management, Derivatives, Financial Modeling, Hedging, Financial Risk, Business Development, Mergers & Acquisitions, Structured Finance, Market Risk, Project Finance, Portfolio Management, Renewable Energy, Electricity Markets, Investment Banking, Asset Management, Due Diligence, Economics, Corporate Finance, Capital Markets, Equities, Commodity Risk..., Financial Structuring, Proprietary Trading, Swaps, Private Equity, Structured Products, Emerging Markets, Credit Risk, Financial Markets, Trading Strategies, Quantitative Analytics, Management, Contract Negotiation, Financial Analysis, Business Strategy, Project Management, Power Generation, Marketing, Energy Industry, Finance, Strategy, Investments
Education
San Diego State University-California State University 1990 — 1995
MBA, Business
California Maritime Academy 1980 — 1984
BS, Industrial Technology
BTG Pactual November 2013 - Present
Noble Americas January 2011 - October 2013
RBS Sempra Commodities October 2009 - December 2010
Morgan Stanley 2007 - 2009
Shell Trading North America 1999 - 2006
Sempra Energy 1988 - 1999
Skills
Trading, Energy Markets, Natural Gas, Commodity, Commodity Markets, Valuation, Options, Energy, Risk Management, Derivatives, Financial Modeling, Hedging, Financial Risk, Business Development, Mergers & Acquisitions, Structured Finance, Market Risk, Project Finance, Portfolio Management, Renewable Energy, Electricity Markets, Investment Banking, Asset Management, Due Diligence, Economics, Corporate Finance, Capital Markets, Equities, Commodity Risk..., Financial Structuring, Proprietary Trading, Swaps, Private Equity, Structured Products, Emerging Markets, Credit Risk, Financial Markets, Trading Strategies, Quantitative Analytics, Management, Contract Negotiation, Financial Analysis, Business Strategy, Project Management, Power Generation, Marketing, Energy Industry, Finance, Strategy, Investments
Education
San Diego State University-California State University 1990 — 1995
MBA, Business
California Maritime Academy 1980 — 1984
BS, Industrial Technology
Cameron Beck's Morgan Stanley Experience November 1988 - June 2001
Job Managing Director at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS July 2001 - Present
Morgan Stanley November 1988 - June 2001
Skills
Series 4, Series 7, Series 63, CA Insurance License
Education
California State University-Chico 1983 — 1987
Bachelor of Science (BS), Business Administration
University of Massachusetts Boston
Business Administration
UBS July 2001 - Present
Morgan Stanley November 1988 - June 2001
Skills
Series 4, Series 7, Series 63, CA Insurance License
Education
California State University-Chico 1983 — 1987
Bachelor of Science (BS), Business Administration
University of Massachusetts Boston
Business Administration
Gary Hamm's Morgan Stanley Experience April 1994 - September 2006
Job Senior Vice President
Industry Management Consulting
Experience
The Solis Group 2010 - Present
Morgan Stanley April 1994 - September 2006
Impact Sciences 1988 - 1993
Skills
Series 7, Series 63, Wealth Management, Securities, Investments, Retirement Planning, Financial Advisory, Series 65, Strategic Planning, Banking, Executive Management, Business Strategy, Business Planning, Management, Sales
Education
California Lutheran University 1990 — 1996
MBA, Finance
Slippery Rock University of Pennsylvania 1982 — 1986
Bachelors of Science, Environmental Studies
The Solis Group 2010 - Present
Morgan Stanley April 1994 - September 2006
Impact Sciences 1988 - 1993
Skills
Series 7, Series 63, Wealth Management, Securities, Investments, Retirement Planning, Financial Advisory, Series 65, Strategic Planning, Banking, Executive Management, Business Strategy, Business Planning, Management, Sales
Education
California Lutheran University 1990 — 1996
MBA, Finance
Slippery Rock University of Pennsylvania 1982 — 1986
Bachelors of Science, Environmental Studies
Daniel Petrey's Morgan Stanley Experience May 2003 - January 2009
Job Co Founder and CFO of Mestmaker & Petrey Wealth Advisors Inc.
Industry Financial Services
Experience
Mestmaker & Petrey Wealth Advisors January 2009 - Present
Morgan Stanley May 2003 - January 2009
Skills
Investments, Small Business, Finance, Strategic Financial..., Financial Analysis, Retirement, Life Insurance, Retirement Planning, Risk Management, Strategic Planning, Insurance, Entrepreneurship, Estate Planning, Public Speaking, Customer Service, Marketing, Asset Allocation, Series 63, 401k, Wealth Management, Mutual Funds, Series 7
Education
California State University-Bakersfield
MBA, Business Finance
Taft Union High School
Mestmaker & Petrey Wealth Advisors January 2009 - Present
Morgan Stanley May 2003 - January 2009
Skills
Investments, Small Business, Finance, Strategic Financial..., Financial Analysis, Retirement, Life Insurance, Retirement Planning, Risk Management, Strategic Planning, Insurance, Entrepreneurship, Estate Planning, Public Speaking, Customer Service, Marketing, Asset Allocation, Series 63, 401k, Wealth Management, Mutual Funds, Series 7
Education
California State University-Bakersfield
MBA, Business Finance
Taft Union High School
Troy Tohid's Morgan Stanley Experience December 2013 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
Citi July 2012 - December 2013
Marsh January 2012 - May 2012
Deloitte October 2009 - January 2012
Deloitte July 2006 - October 2009
Skills
Enterprise Risk..., Operational Risk..., Internal Audit, Risk Management, Risk Assessment, IT Audit, Business Process, Sarbanes-Oxley Act, Governance, Internal Controls, Business Process...
Education
California State University-Chico 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Morgan Stanley December 2013 - Present
Citi July 2012 - December 2013
Marsh January 2012 - May 2012
Deloitte October 2009 - January 2012
Deloitte July 2006 - October 2009
Skills
Enterprise Risk..., Operational Risk..., Internal Audit, Risk Management, Risk Assessment, IT Audit, Business Process, Sarbanes-Oxley Act, Governance, Internal Controls, Business Process...
Education
California State University-Chico 2001 — 2006
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Brie Ohlund's Morgan Stanley Experience 2005 - 2008
Job Student at Academy of Art University
Industry Photography
Experience
Brie Ohlund Photography January 2002 - Present
Morgan Stanley 2005 - 2008
Education
Academy of Art University 2009 — 2011
MFA PH, Photography
California State University-Chico 2000 — 2004
BA Art, Photography, Painting
Brie Ohlund Photography January 2002 - Present
Morgan Stanley 2005 - 2008
Education
Academy of Art University 2009 — 2011
MFA PH, Photography
California State University-Chico 2000 — 2004
BA Art, Photography, Painting
Antonio Bestard's Morgan Stanley Experience December 2012 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley December 2012 - Present
Merrill Lynch October 2010 - October 2012
Morgan Stanley Smith Barney March 2010 - October 2010
Berkeley Capital Advisors September 2009 - February 2010
Berkeley Capital September 2009 - February 2010
2008-2009 Independent Contractor October 2007 - June 2009
Enterprise Rent-A-Car August 2004 - October 2007
2004-2007Enterprise Rent-A-Car August 2004 - October 2007
MOASC October 2002 - August 2004
Skills
Investments, Portfolio Management, Wealth Management, Strategic Financial..., Insurance, Capital Markets, Loans, Public Speaking, New Business Development, Operations Management, Team Building, Series 7, Marketing, Management, Finance, Mutual Funds, Retirement Planning, Sales, Customer Service, Strategic Planning
Education
California State Polytechnic University-Pomona 1998 — 2003
BA, History
2009Cal Poly
BA, History
Morgan Stanley December 2012 - Present
Merrill Lynch October 2010 - October 2012
Morgan Stanley Smith Barney March 2010 - October 2010
Berkeley Capital Advisors September 2009 - February 2010
Berkeley Capital September 2009 - February 2010
2008-2009 Independent Contractor October 2007 - June 2009
Enterprise Rent-A-Car August 2004 - October 2007
2004-2007Enterprise Rent-A-Car August 2004 - October 2007
MOASC October 2002 - August 2004
Skills
Investments, Portfolio Management, Wealth Management, Strategic Financial..., Insurance, Capital Markets, Loans, Public Speaking, New Business Development, Operations Management, Team Building, Series 7, Marketing, Management, Finance, Mutual Funds, Retirement Planning, Sales, Customer Service, Strategic Planning
Education
California State Polytechnic University-Pomona 1998 — 2003
BA, History
2009Cal Poly
BA, History
Nick Enzweiler's Morgan Stanley Experience May 2015 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Bank of the West April 2010 - May 2015
Wachovia Bank January 2008 - November 2009
Wells Fargo April 2006 - January 2008
Skills
Loans, Credit, Mortgage Lending, Small Business Lending, Mortgage Banking, Sales, Banking, Commercial Lending, Sales Management, Cold Calling, Loan Origination, Credit Analysis, Investments, Investment Strategies, Risk Management, Leadership, Commercial Banking, Portfolio Management, Finance, Financial Analysis, Business Development, Financial Services, Relationship Management
Education
Saint Mary's College of California 2013 — 2014
Master of Science (MS), Financial Analysis & Investment Mangagement
California Polytechnic State University-San Luis Obispo 2003 — 2006
Bachelor of Arts (BA), Communication Studies
Morgan Stanley May 2015 - Present
Bank of the West April 2010 - May 2015
Wachovia Bank January 2008 - November 2009
Wells Fargo April 2006 - January 2008
Skills
Loans, Credit, Mortgage Lending, Small Business Lending, Mortgage Banking, Sales, Banking, Commercial Lending, Sales Management, Cold Calling, Loan Origination, Credit Analysis, Investments, Investment Strategies, Risk Management, Leadership, Commercial Banking, Portfolio Management, Finance, Financial Analysis, Business Development, Financial Services, Relationship Management
Education
Saint Mary's College of California 2013 — 2014
Master of Science (MS), Financial Analysis & Investment Mangagement
California Polytechnic State University-San Luis Obispo 2003 — 2006
Bachelor of Arts (BA), Communication Studies
Leslie Eyraud's Morgan Stanley Experience August 2007 - July 2009
Job certified nursing assistant at Evergreen Healthcare
Industry Hospital & Health Care
Experience
Evergreen Healthcare March 2010 - Present
Morgan Stanley August 2007 - July 2009
SALOMON SMITH BARNEY January 2003 - August 2007
Morgan Stanley October 2000 - November 2002
SALOMON SMITH BARNEY September 1997 - June 2000
Education
California State University-Bakersfield 1980 — 1991
BS, FINANCE
California State University-Bakersfield
Bachelor of Science, Finance
University of California, Riverside
Bachelor of Arts Degree: U.S, History
Evergreen Healthcare March 2010 - Present
Morgan Stanley August 2007 - July 2009
SALOMON SMITH BARNEY January 2003 - August 2007
Morgan Stanley October 2000 - November 2002
SALOMON SMITH BARNEY September 1997 - June 2000
Education
California State University-Bakersfield 1980 — 1991
BS, FINANCE
California State University-Bakersfield
Bachelor of Science, Finance
University of California, Riverside
Bachelor of Arts Degree: U.S, History
Tom Dias, CFP®'s Morgan Stanley Experience June 1999 - June 2005
Job First Vice President – Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 2005 - Present
Morgan Stanley June 1999 - June 2005
Education
Cal Poly San Luis Obispo 1997 — 1999
Bachelor of Arts (B.A.), American History (United States)
Fresno City College 1995 — 1997
General Studies
Roosevelt High School 1990 — 1994
General Studies, General Studies
RBC Wealth Management June 2005 - Present
Morgan Stanley June 1999 - June 2005
Education
Cal Poly San Luis Obispo 1997 — 1999
Bachelor of Arts (B.A.), American History (United States)
Fresno City College 1995 — 1997
General Studies
Roosevelt High School 1990 — 1994
General Studies, General Studies
Curtis Falk's Morgan Stanley Experience June 2014 - Present
Job Complex Business Service Officer, First Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management November 2012 - June 2014
Morgan Stanley Wealth Management August 2011 - November 2013
Morgan Stanley Wealth Management January 2008 - August 2011
Raymond James Financial Inc. December 2006 - January 2008
Morgan Stanley Wealth Management September 2001 - December 2006
Morgan Stanley Wealth Management March 2000 - September 2001
Skills
Equities, Series 7, Series 65, Retirement Planning, Wealth Management, FINRA, Series 63, Alternative Investments, Asset Allocation, Portfolio Management, Uniform Combined State..., Mutual Funds, Fixed Income, Investment Strategies, Securities
Education
Saint Mary's College of California 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
California State University-East Bay 2003 — 2005
Bachelors, Business & Economics
Diablo Valley College 2000 — 2003
Associate's degree
Morgan Stanley June 2014 - Present
Morgan Stanley Wealth Management November 2012 - June 2014
Morgan Stanley Wealth Management August 2011 - November 2013
Morgan Stanley Wealth Management January 2008 - August 2011
Raymond James Financial Inc. December 2006 - January 2008
Morgan Stanley Wealth Management September 2001 - December 2006
Morgan Stanley Wealth Management March 2000 - September 2001
Skills
Equities, Series 7, Series 65, Retirement Planning, Wealth Management, FINRA, Series 63, Alternative Investments, Asset Allocation, Portfolio Management, Uniform Combined State..., Mutual Funds, Fixed Income, Investment Strategies, Securities
Education
Saint Mary's College of California 2013 — 2015
Master of Business Administration (M.B.A.), Finance, General
California State University-East Bay 2003 — 2005
Bachelors, Business & Economics
Diablo Valley College 2000 — 2003
Associate's degree
Ty Glennon's Morgan Stanley Experience September 1996 - December 2008
Job Account Vice President Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. Advisory & Brokerage Services December 2008 - Present
Morgan Stanley September 1996 - December 2008
Education
California State University-Chico 1986 — 1993
CSU Chico
lghs
UBS Financial Services Inc. Advisory & Brokerage Services December 2008 - Present
Morgan Stanley September 1996 - December 2008
Education
California State University-Chico 1986 — 1993
CSU Chico
lghs
Daniel Uno's Morgan Stanley Experience December 2013 - July 2014
Job Database Infrastructure Engineer
Industry Financial Services
Experience
UnitedHealth Group July 2014 - July 2015
Morgan Stanley December 2013 - July 2014
CIT Group April 2012 - November 2013
Morgan Stanley September 1996 - July 2011
Sybase July 1990 - May 1996
NCR Corporation July 1984 - June 1990
Education
California State University-Chico 1979 — 1984
Computer Science, Computer Science, Psychology
UnitedHealth Group July 2014 - July 2015
Morgan Stanley December 2013 - July 2014
CIT Group April 2012 - November 2013
Morgan Stanley September 1996 - July 2011
Sybase July 1990 - May 1996
NCR Corporation July 1984 - June 1990
Education
California State University-Chico 1979 — 1984
Computer Science, Computer Science, Psychology
Tom Lifson's Morgan Stanley Experience March 2005 - January 2012
Job Fixed Income Sales at Jefferies
Industry Financial Services
Experience
Jefferies August 2015 - Present
Wells Fargo December 2013 - August 2015
Piper Jaffray 2012 - November 2013
Morgan Stanley March 2005 - January 2012
Education
California State University-Chico 1999 — 2004
BA, History
Jefferies August 2015 - Present
Wells Fargo December 2013 - August 2015
Piper Jaffray 2012 - November 2013
Morgan Stanley March 2005 - January 2012
Education
California State University-Chico 1999 — 2004
BA, History
Jason Babcock's Morgan Stanley Experience 2000 - 2002
Job Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab 2002 - Present
Morgan Stanley 2000 - 2002
Skills
Series 63, Series 65, FINRA
Education
CSU Chico 1994 — 1998
Bachelor of Science (BS), Finance and Financial Management Services
Charles Schwab 2002 - Present
Morgan Stanley 2000 - 2002
Skills
Series 63, Series 65, FINRA
Education
CSU Chico 1994 — 1998
Bachelor of Science (BS), Finance and Financial Management Services
Erica Heald's Morgan Stanley Experience July 2004 - Present
Job
Industry Financial Services
Experience
Morgan Stanley July 2004 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML
Education
California State Polytechnic University-Pomona
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Morgan Stanley July 2004 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, HTML
Education
California State Polytechnic University-Pomona
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
John Luk's Morgan Stanley Experience November 1983 - August 2005
Job VP Investment/RIA at First Financial Equity Corporation
Industry Financial Services
Experience
First Financial Equity Corporation August 2005 - Present
Morgan Stanley November 1983 - August 2005
Skills
Financial Analysis, Equities, Strategic Financial..., Valuation, Wealth Management, Bloomberg, Investments, Portfolio Management, Equity Research, Mutual Funds, Alternative Investments, Retirement Planning
Education
Cal State Hayward 1970 — 1976
BS/MBA, Accounting/Finance
First Financial Equity Corporation August 2005 - Present
Morgan Stanley November 1983 - August 2005
Skills
Financial Analysis, Equities, Strategic Financial..., Valuation, Wealth Management, Bloomberg, Investments, Portfolio Management, Equity Research, Mutual Funds, Alternative Investments, Retirement Planning
Education
Cal State Hayward 1970 — 1976
BS/MBA, Accounting/Finance
Brian Tuohy's Morgan Stanley Experience June 1996 - December 2000
Job Endocrinology Diabetes Care Specialist at Novo Nordisk A/S
Industry Pharmaceuticals
Experience
Novo Nordisk A/S April 2001 - Present
Morgan Stanley June 1996 - December 2000
Education
Cal Poly San Luis Obispo 1989 — 1993
BS, Busines Administration Finance
College of the Redwoods 1987 — 1989
Novo Nordisk A/S April 2001 - Present
Morgan Stanley June 1996 - December 2000
Education
Cal Poly San Luis Obispo 1989 — 1993
BS, Busines Administration Finance
College of the Redwoods 1987 — 1989
Carmen (Cartagena-Garrett) Collie's Morgan Stanley Experience August 2006 - October 2008
Job Executive Assistant at Amazon Lab 126
Industry Consumer Electronics
Experience
Amazon Lab126 April 2012 - Present
Ikanos 2010 - 2011
Comcast Cable October 2008 - December 2010
Morgan Stanley August 2006 - October 2008
PepsiCo April 2004 - August 2006
Wells Fargo Home Mortgage November 2002 - April 2004
Metabye, Inc. January 1998 - November 2002
Skills
Cross-functional Team..., Employee Relations, Human Resources, Microsoft Office, Onboarding, Outlook, Administrative..., Product Management, Training, Management, Microsoft Excel, Leadership, Testing, Mobile Devices
Education
California State University-Fresno
Business, communications
Amazon Lab126 April 2012 - Present
Ikanos 2010 - 2011
Comcast Cable October 2008 - December 2010
Morgan Stanley August 2006 - October 2008
PepsiCo April 2004 - August 2006
Wells Fargo Home Mortgage November 2002 - April 2004
Metabye, Inc. January 1998 - November 2002
Skills
Cross-functional Team..., Employee Relations, Human Resources, Microsoft Office, Onboarding, Outlook, Administrative..., Product Management, Training, Management, Microsoft Excel, Leadership, Testing, Mobile Devices
Education
California State University-Fresno
Business, communications
janet Herbert's Morgan Stanley Experience May 1985 - March 2005
Job Investment Management Professional
Industry Investment Management
Experience
Lord, Abbett & Co. LLC 2005 - 2012
Morgan Stanley May 1985 - March 2005
Education
California State University-Fresno
Bachelor of Arts, History
Fresno City College
Lord, Abbett & Co. LLC 2005 - 2012
Morgan Stanley May 1985 - March 2005
Education
California State University-Fresno
Bachelor of Arts, History
Fresno City College
Yaseen Abdulridha's Morgan Stanley Experience December 2011 - January 2012
Job Masters Candidate at Cal Poly & CFA Level III Candidate
Industry Financial Services
Experience
reed.co.uk July 2014 - September 2014
Steel Peak Wealth Management July 2013 - August 2013
Citi December 2012 - January 2013
Morgan Stanley December 2011 - January 2012
Skills
Investment Banking, Hedge Funds, Private Equity, Alternative Investments, Equities, Finance, Fixed Income, Wealth Management, Investments, Investment Strategies, Due Diligence, Financial Structuring, Wealth Management..., Analysis, Economics, Time Management
Education
California Polytechnic State University-San Luis Obispo 2015 — 2016
Master’s Degree, Econometrics and Quantitative Economics
California Polytechnic State University-San Luis Obispo 2011 — 2015
B.S. Economics, Quantitative Economics.
Chaminade High School 2007 — 2011
reed.co.uk July 2014 - September 2014
Steel Peak Wealth Management July 2013 - August 2013
Citi December 2012 - January 2013
Morgan Stanley December 2011 - January 2012
Skills
Investment Banking, Hedge Funds, Private Equity, Alternative Investments, Equities, Finance, Fixed Income, Wealth Management, Investments, Investment Strategies, Due Diligence, Financial Structuring, Wealth Management..., Analysis, Economics, Time Management
Education
California Polytechnic State University-San Luis Obispo 2015 — 2016
Master’s Degree, Econometrics and Quantitative Economics
California Polytechnic State University-San Luis Obispo 2011 — 2015
B.S. Economics, Quantitative Economics.
Chaminade High School 2007 — 2011
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS