Morgan Stanley DW Inc.
Industry: Company
DescriptionFounded: 1979 Parent organization: Morgan Stanley
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Morgan Stanley DW Inc. Employees
Employee
Years
Job
Industry
Kevin McQueen Kevin McQueen's Morgan Stanley DW Inc. Experience August 1999 - July 2004
Job National Account Executive at YP Digital
Industry Online Media
Experience
YP Marketing Solutions April 2012 - Present
AT&T Advertising Solutions July 2010 - April 2012
DWS Investments, Deutshe Bank Group July 2004 - September 2007
Morgan Stanley DW Inc. August 1999 - July 2004
Skills
Internet Yellow Pages, Yellow Pages, Advertising Sales, Direct Response, Retargeting, Interactive Marketing, Display Advertising, Digital Marketing, Mobile Advertising, Digital Strategy, Behavioral Targeting, Mobile Devices, Online Advertising, SEM, SEO, Digital Media, Local Search, PPC, Mobile Marketing, Local Marketing, Local Advertising, Media Buying, Google Adwords
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
Bachelor of Business Administration
YP Marketing Solutions April 2012 - Present
AT&T Advertising Solutions July 2010 - April 2012
DWS Investments, Deutshe Bank Group July 2004 - September 2007
Morgan Stanley DW Inc. August 1999 - July 2004
Skills
Internet Yellow Pages, Yellow Pages, Advertising Sales, Direct Response, Retargeting, Interactive Marketing, Display Advertising, Digital Marketing, Mobile Advertising, Digital Strategy, Behavioral Targeting, Mobile Devices, Online Advertising, SEM, SEO, Digital Media, Local Search, PPC, Mobile Marketing, Local Marketing, Local Advertising, Media Buying, Google Adwords
Education
University of Iowa - Henry B. Tippie College of Business 1995 — 1999
Bachelor of Business Administration
Dan Schultz, CFP®, CDFA™, CRPC®, APMA® Dan Schultz, CFP®, CDFA™, CRPC®, APMA®'s Morgan Stanley DW Inc. Experience May 2001 - June 2002
Job Private Wealth Manager at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2009 - Present
The Referral Partnership 2012 - 2013
Ameriprise Advisor Services, Inc July 2004 - October 2009
Raymond James Financial Services, Inc. June 2002 - June 2004
Morgan Stanley DW, INC May 2001 - June 2002
Winning on Wall Street May 1998 - June 2000
Education
State University of New York at Albany 1994 — 1998
Ameriprise Financial October 2009 - Present
The Referral Partnership 2012 - 2013
Ameriprise Advisor Services, Inc July 2004 - October 2009
Raymond James Financial Services, Inc. June 2002 - June 2004
Morgan Stanley DW, INC May 2001 - June 2002
Winning on Wall Street May 1998 - June 2000
Education
State University of New York at Albany 1994 — 1998
Brigitte Fisher Brigitte Fisher's Morgan Stanley DW Inc. Experience February 2001 - February 2002
Job Compliance Consultant at 1st Global
Industry Financial Services
Experience
1st Global March 2015 - Present
Ameritas Investment Corp. July 2013 - November 2014
World's Foremost Bank April 2011 - July 2013
Nebraska Department Of Justice January 2008 - April 2011
Johnson-Gilchrist Law Firm, PC August 2005 - December 2006
Morgan Stanley DW Inc. February 2001 - February 2002
Lewis Brisbois Bisgaard & Smith LLP June 1999 - December 2000
Royce, Grimm, Vranjes, McCormick & Graham July 1998 - June 1999
Law Offices of Charles P. Brown September 1995 - July 1998
Morey & Nicholas Law Firm November 1992 - August 1995
Skills
Securities Regulation, Securities License, Compliance, Policy Analysis, General Securities..., General Securities..., Registered Investment..., Legal Research, Legal Writing, Litigation, Legal Assistance, Westlaw, Civil Litigation, Banking, Microsoft Word, Microsoft Excel, Adobe Acrobat
Education
College of Saint Mary
Bachelor of Arts (B.A.), Paralegal Studies
Metropolitan Community College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
1st Global March 2015 - Present
Ameritas Investment Corp. July 2013 - November 2014
World's Foremost Bank April 2011 - July 2013
Nebraska Department Of Justice January 2008 - April 2011
Johnson-Gilchrist Law Firm, PC August 2005 - December 2006
Morgan Stanley DW Inc. February 2001 - February 2002
Lewis Brisbois Bisgaard & Smith LLP June 1999 - December 2000
Royce, Grimm, Vranjes, McCormick & Graham July 1998 - June 1999
Law Offices of Charles P. Brown September 1995 - July 1998
Morey & Nicholas Law Firm November 1992 - August 1995
Skills
Securities Regulation, Securities License, Compliance, Policy Analysis, General Securities..., General Securities..., Registered Investment..., Legal Research, Legal Writing, Litigation, Legal Assistance, Westlaw, Civil Litigation, Banking, Microsoft Word, Microsoft Excel, Adobe Acrobat
Education
College of Saint Mary
Bachelor of Arts (B.A.), Paralegal Studies
Metropolitan Community College
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Michael C. Wing Michael C. Wing's Morgan Stanley DW Inc. Experience April 1999 - September 2005
Job Wunderlich Securities Inc./Chicago Branch
Industry Financial Services
Experience
Wunderlich Securities January 2012 - Present
Raymond James Financial Inc. April 2011 - January 2012
Howe Barnes Hoefer & Arnett September 2005 - June 2011
Morgan Stanley DW Inc April 1999 - September 2005
Skills
Financial Planning, Retirement Planning, Retirement Income..., Private Wealth..., Investments, Asset Allocation, Portfolio Management, Financial Advice, Mutual Funds, Separately Managed..., Equities, Equity Research, Fixed Income Products, Options, College Savings Plans, Whole Life, Term Life Insurance, Long Term Care, IRA Rollovers, IRA's, Annuities, Estate Planning, Commodities, ETFs, Money Market, Long-term Care, Strategic Financial..., IRAs, Asset Management
Education
DePaul University 2002 — 2003
Certificate Program in Financial Planning, Finance
Michigan State University 1987 — 1991
Bachelor of Science, Economics and Management
Wunderlich Securities January 2012 - Present
Raymond James Financial Inc. April 2011 - January 2012
Howe Barnes Hoefer & Arnett September 2005 - June 2011
Morgan Stanley DW Inc April 1999 - September 2005
Skills
Financial Planning, Retirement Planning, Retirement Income..., Private Wealth..., Investments, Asset Allocation, Portfolio Management, Financial Advice, Mutual Funds, Separately Managed..., Equities, Equity Research, Fixed Income Products, Options, College Savings Plans, Whole Life, Term Life Insurance, Long Term Care, IRA Rollovers, IRA's, Annuities, Estate Planning, Commodities, ETFs, Money Market, Long-term Care, Strategic Financial..., IRAs, Asset Management
Education
DePaul University 2002 — 2003
Certificate Program in Financial Planning, Finance
Michigan State University 1987 — 1991
Bachelor of Science, Economics and Management
Darren Jung Darren Jung's Morgan Stanley DW Inc. Experience March 2002 - May 2003
Job Financial Services Professional
Industry Financial Services
Experience
Bank of the West July 2012 - Present
Plaisance Advisors August 2011 - June 2012
Kelley School of Business September 2008 - May 2010
First Analysis Securities Corporation June 2009 - August 2009
Lincoln International LLC August 2007 - July 2008
Zuma Capital Partners, LLC January 2004 - June 2006
Morgan Stanley DW, Inc March 2002 - May 2003
Skills
Finance, Valuation, Financial Modeling, Investment Banking, Financial Analysis, Corporate Finance
Education
Nanyang Technological University 2010 — 2010
MBA
Indiana University - Kelley School of Business 2008 — 2010
MBA, Finance and Accounting
University of California, Berkeley
Bachelor of Arts, Integrative Biology
Bank of the West July 2012 - Present
Plaisance Advisors August 2011 - June 2012
Kelley School of Business September 2008 - May 2010
First Analysis Securities Corporation June 2009 - August 2009
Lincoln International LLC August 2007 - July 2008
Zuma Capital Partners, LLC January 2004 - June 2006
Morgan Stanley DW, Inc March 2002 - May 2003
Skills
Finance, Valuation, Financial Modeling, Investment Banking, Financial Analysis, Corporate Finance
Education
Nanyang Technological University 2010 — 2010
MBA
Indiana University - Kelley School of Business 2008 — 2010
MBA, Finance and Accounting
University of California, Berkeley
Bachelor of Arts, Integrative Biology
Stephen Carlson Stephen Carlson's Morgan Stanley DW Inc. Experience May 2005 - August 2005
Job Attorney at The Fry Law Firm, LLC
Industry Law Practice
Experience
The Fry Law Firm, LLC April 2015 - Present
James A. Rice, Jr., P.C. November 2013 - March 2015
Goodman McGuffey Lindsey & Johnson, LLP September 2012 - September 2013
Henry County Public Defender August 2011 - August 2012
Casey Gilson PC July 2010 - August 2011
Buckley King LPA May 2010 - July 2010
Constitutional Court of Korea July 2009 - August 2009
King & Spalding LLP September 2006 - August 2008
Morgan Stanley DW, Inc May 2005 - August 2005
Skills
Workers Compensation, Insurance Law, Torts, Civil Litigation, Criminal Law, Litigation, Commercial Litigation, Legal Research, Legal Writing, Litigation Support, Pleadings, Motions, Defense Litigation, Liability Analysis, Exposure Assessment, Employment Law, Professional Liability, Product Liability, Employment Practices..., Employment..., Personal Injury..., Criminal Defense, Contract Law, Compliance, International Law, Legal Liability, Legal Compliance, Legal Advice, Litigation Management, Analysis, Conflict Management, Strategic Planning, Problem Solving, Improvement, Negotiation, Risk Management, Teamwork, Depositions, Trial Management, Construction Law, Tortious Interference, Medical Malpractice, Premises Liability..., Professional Negligence, Environmental Law, Toxic Tort, Trials, Personal Injury, Hearings, Appeals
Education
Emory University School of Law 2009 — 2011
Juris Doctor, Law
Mercer University - Walter F. George School of Law 2008 — 2009
Juris Doctor, First-Year Coursework
University of Virginia 2002 — 2006
Bachelor of Arts, Foreign Affairs
Sungkyunkwan University 2009 — 2009
Juris Doctor, International Business Transactions
Patrick County High School 1997 — 2002
Diploma, Advanced
The Fry Law Firm, LLC April 2015 - Present
James A. Rice, Jr., P.C. November 2013 - March 2015
Goodman McGuffey Lindsey & Johnson, LLP September 2012 - September 2013
Henry County Public Defender August 2011 - August 2012
Casey Gilson PC July 2010 - August 2011
Buckley King LPA May 2010 - July 2010
Constitutional Court of Korea July 2009 - August 2009
King & Spalding LLP September 2006 - August 2008
Morgan Stanley DW, Inc May 2005 - August 2005
Skills
Workers Compensation, Insurance Law, Torts, Civil Litigation, Criminal Law, Litigation, Commercial Litigation, Legal Research, Legal Writing, Litigation Support, Pleadings, Motions, Defense Litigation, Liability Analysis, Exposure Assessment, Employment Law, Professional Liability, Product Liability, Employment Practices..., Employment..., Personal Injury..., Criminal Defense, Contract Law, Compliance, International Law, Legal Liability, Legal Compliance, Legal Advice, Litigation Management, Analysis, Conflict Management, Strategic Planning, Problem Solving, Improvement, Negotiation, Risk Management, Teamwork, Depositions, Trial Management, Construction Law, Tortious Interference, Medical Malpractice, Premises Liability..., Professional Negligence, Environmental Law, Toxic Tort, Trials, Personal Injury, Hearings, Appeals
Education
Emory University School of Law 2009 — 2011
Juris Doctor, Law
Mercer University - Walter F. George School of Law 2008 — 2009
Juris Doctor, First-Year Coursework
University of Virginia 2002 — 2006
Bachelor of Arts, Foreign Affairs
Sungkyunkwan University 2009 — 2009
Juris Doctor, International Business Transactions
Patrick County High School 1997 — 2002
Diploma, Advanced
Tomasz M Dulski's Morgan Stanley DW Inc. Experience May 2004 - November 2005
Job Compliance Analyst at FMSbonds, Inc.
Industry Financial Services
Experience
FMSbonds, Inc. January 2012 - Present
Morgan Stanley Smith Barney March 2009 - March 2010
Pfizer April 2006 - March 2008
Ramius Capital Group November 2005 - February 2006
Morgan Stanley DW Inc. May 2004 - November 2005
Morgan Stanley DW Inc. July 2000 - May 2004
Skills
Business Analysis
Education
New Horizons Computer Learning Centers of NY 2005 — 2005
Network Security Expert Program/Integrated Learning Program Course
St. John's University, The Peter J. Tobin College of Business 1995 — 2000
BS, Business Management
FMSbonds, Inc. January 2012 - Present
Morgan Stanley Smith Barney March 2009 - March 2010
Pfizer April 2006 - March 2008
Ramius Capital Group November 2005 - February 2006
Morgan Stanley DW Inc. May 2004 - November 2005
Morgan Stanley DW Inc. July 2000 - May 2004
Skills
Business Analysis
Education
New Horizons Computer Learning Centers of NY 2005 — 2005
Network Security Expert Program/Integrated Learning Program Course
St. John's University, The Peter J. Tobin College of Business 1995 — 2000
BS, Business Management
Edward Proctor, CFA's Morgan Stanley DW Inc. Experience June 2005 - May 2006
Job Investment Associate at LGL Partners
Industry Investment Management
Experience
LGL Partners August 2013 - Present
Forbes Family Trust August 2013 - Present
Wilmington Trust April 2007 - August 2013
Morgan Stanley DW Inc June 2005 - May 2006
Morgan Stanley DW Inc May 2004 - August 2004
Skills
Microsoft Office, Financial Analysis, Monte Carlo Simulation, Portfolio Management, Statistics, Trading, Mutual Funds, Private Equity, Asset Allocation, Alternative Investments, Due Diligence, Investment Strategies, Hedge Funds, Financial Markets, Investment Advisory, Wealth Management, Finance, Fixed Income, Bloomberg
Education
Sewanee-The University of the South 2001 — 2005
BA, Economics
Wilmington Friends School
LGL Partners August 2013 - Present
Forbes Family Trust August 2013 - Present
Wilmington Trust April 2007 - August 2013
Morgan Stanley DW Inc June 2005 - May 2006
Morgan Stanley DW Inc May 2004 - August 2004
Skills
Microsoft Office, Financial Analysis, Monte Carlo Simulation, Portfolio Management, Statistics, Trading, Mutual Funds, Private Equity, Asset Allocation, Alternative Investments, Due Diligence, Investment Strategies, Hedge Funds, Financial Markets, Investment Advisory, Wealth Management, Finance, Fixed Income, Bloomberg
Education
Sewanee-The University of the South 2001 — 2005
BA, Economics
Wilmington Friends School
Emanuel Harvey's Morgan Stanley DW Inc. Experience January 2004 - July 2006
Job Due Diligence Analyst, BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2015 - Present
U.S. Trust, Bank of America Corporation March 2011 - July 2015
OppenheimerFunds June 2010 - February 2011
AIG American General Life Companies February 2008 - June 2009
Sun Life Financial July 2006 - February 2008
Morgan Stanley DW Inc. January 2004 - July 2006
Skills
Investments, Mutual Funds, Marketing, Financial Services, Management, Editing, Asset Managment, Insurance, Equities, Wealth Management, Fixed Income, Sales, Financial Analysis, Risk Management, Writing
Education
Northeastern University - Graduate School of Business Administration 2009 — 2010
MBA (Candidate), Finance/Marketing
Iona College 1996 — 2001
Bachelor of Arts, Political Science
BNY Mellon July 2015 - Present
U.S. Trust, Bank of America Corporation March 2011 - July 2015
OppenheimerFunds June 2010 - February 2011
AIG American General Life Companies February 2008 - June 2009
Sun Life Financial July 2006 - February 2008
Morgan Stanley DW Inc. January 2004 - July 2006
Skills
Investments, Mutual Funds, Marketing, Financial Services, Management, Editing, Asset Managment, Insurance, Equities, Wealth Management, Fixed Income, Sales, Financial Analysis, Risk Management, Writing
Education
Northeastern University - Graduate School of Business Administration 2009 — 2010
MBA (Candidate), Finance/Marketing
Iona College 1996 — 2001
Bachelor of Arts, Political Science
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