Morgan Stanley Private Bank, N.A.
Description
Founded: 1996 Parent organization: Morgan Stanley Delta Holdings LLC Subsidiary: Morgan Stanley Credit Corp
Morgan Stanley Private Bank, N.A. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley Private Bank, N.A.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Morgan Stanley Private Bank, N.A. Employees
Employee
Years
Job
Industry
Stephanie M. Montoya Stephanie M. Montoya's Morgan Stanley Private Bank, N.A. Experience April 2012 - July 2014
Job Relationship Advisor III at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank July 2014 - Present
Morgan Stanley Private Bank N.A. April 2012 - July 2014
Morgan Stanley Private Bank N.A October 2010 - April 2012
Merrill Lynch Global Wealth Management January 2008 - October 2010
New York Life Insurance Company March 2005 - November 2007
Wells Fargo Bank April 2001 - March 2005
Skills
Private Banking, Credit, Wealth Management, Mortgage, Series 7, Series 66, Annuities, Life Insurance, Long Term Care, Securities Based Lending, Financial Services, Uniform Combined State..., Banking, Long-term Care, Fixed Annuities, Mortgage Lending, Portfolio Management, Loans, Securities Lending, Finance
Education
University of Denver - Daniels College of Business 1999 — 2003
BS, Finance
Silicon Valley Bank July 2014 - Present
Morgan Stanley Private Bank N.A. April 2012 - July 2014
Morgan Stanley Private Bank N.A October 2010 - April 2012
Merrill Lynch Global Wealth Management January 2008 - October 2010
New York Life Insurance Company March 2005 - November 2007
Wells Fargo Bank April 2001 - March 2005
Skills
Private Banking, Credit, Wealth Management, Mortgage, Series 7, Series 66, Annuities, Life Insurance, Long Term Care, Securities Based Lending, Financial Services, Uniform Combined State..., Banking, Long-term Care, Fixed Annuities, Mortgage Lending, Portfolio Management, Loans, Securities Lending, Finance
Education
University of Denver - Daniels College of Business 1999 — 2003
BS, Finance
Phyllis Murdock Phyllis Murdock's Morgan Stanley Private Bank, N.A. Experience November 2010 - March 2014
Job
Industry Financial Services
Experience
Bank of North Georgia, division of Synovus March 2014 - Present
Morgan Stanley Private Bank NA November 2010 - March 2014
State Bank & Trust Company (sucessor to The Buckhead Community Bank) December 2009 - November 2010
The Buckhead Community Bank August 2003 - December 2009
SunTrust Bank 2002 - 2003
SunTrust Bank 2000 - 2002
Skills
Credit, Small Business, Customer Relations, Banking, Loans, Customer Service, ALM, Underwriting, FHA, High Net Worth..., Credit Analysis, Credit Risk, Insurance, Sales Management, Financial Risk, Real Estate, Business Development, Wealth Management, Commercial Real Estate, Asset Management, Commercial Mortgages, Private Banking, Small Business Lending, Series 7, Commercial Banking, Due Diligence, Financial Advisory, Commercial Lending, Series 63, Real Estate Economics, CRM, Investments, Portfolio Management, Securities, Construction Loans
Education
The Ohio State University
BSBA, Business Adminstration, Marketing and Finance
Xavier University - School of Business Administration
MBA program
Bank of North Georgia, division of Synovus March 2014 - Present
Morgan Stanley Private Bank NA November 2010 - March 2014
State Bank & Trust Company (sucessor to The Buckhead Community Bank) December 2009 - November 2010
The Buckhead Community Bank August 2003 - December 2009
SunTrust Bank 2002 - 2003
SunTrust Bank 2000 - 2002
Skills
Credit, Small Business, Customer Relations, Banking, Loans, Customer Service, ALM, Underwriting, FHA, High Net Worth..., Credit Analysis, Credit Risk, Insurance, Sales Management, Financial Risk, Real Estate, Business Development, Wealth Management, Commercial Real Estate, Asset Management, Commercial Mortgages, Private Banking, Small Business Lending, Series 7, Commercial Banking, Due Diligence, Financial Advisory, Commercial Lending, Series 63, Real Estate Economics, CRM, Investments, Portfolio Management, Securities, Construction Loans
Education
The Ohio State University
BSBA, Business Adminstration, Marketing and Finance
Xavier University - School of Business Administration
MBA program
Deanna Macaluso Deanna Macaluso's Morgan Stanley Private Bank, N.A. Experience March 2012 - March 2013
Job Compliance Consultant 4
Industry Financial Services
Experience
Wells Fargo Home Mortgage 2014 - Present
Associated Bank April 2013 - March 2014
Morgan Stanley Private Bank, NA March 2012 - March 2013
Bank of America September 2009 - March 2012
Brownstone Financial September 2001 - September 2009
RMIC 1997 - 2001
Skills
Vendor Management, Mortgage Lending, Compliance, Mortgage Underwriting, Project Management, Operations Management, Change Management, Risk Management, Underwriting, Residential Mortgages, Loans, Finance, Leadership, Management, Training, Banking
Education
Kean University 1990 — 1994
Bachelor of Science (B.S.), Finance, General
Wells Fargo Home Mortgage 2014 - Present
Associated Bank April 2013 - March 2014
Morgan Stanley Private Bank, NA March 2012 - March 2013
Bank of America September 2009 - March 2012
Brownstone Financial September 2001 - September 2009
RMIC 1997 - 2001
Skills
Vendor Management, Mortgage Lending, Compliance, Mortgage Underwriting, Project Management, Operations Management, Change Management, Risk Management, Underwriting, Residential Mortgages, Loans, Finance, Leadership, Management, Training, Banking
Education
Kean University 1990 — 1994
Bachelor of Science (B.S.), Finance, General
Grey Yeager Grey Yeager's Morgan Stanley Private Bank, N.A. Experience July 2010 - July 2014
Job Senior Vice President Market Development at First Partners Bank
Industry Banking
Experience
First Partners Bank October 2014 - Present
Morgan Stanley Private Bank, N.A. July 2010 - July 2014
First Commercial Bank April 2003 - July 2010
Skills
Banking, Wealth Management, Loans, Credit, Business Development, Private Banking, Credit Analysis, Finance, Financial Analysis, Investments, Marketing, Portfolio Management, Relationship Management, Sales, Series 63, Straight Through..., Commercial Lending, Commercial Banking, Series 7, Risk Management, Mortgage Lending, Small Business Lending
Education
Birmingham-Southern College
Business, Concentration in Finance
University of Alabama
First Partners Bank October 2014 - Present
Morgan Stanley Private Bank, N.A. July 2010 - July 2014
First Commercial Bank April 2003 - July 2010
Skills
Banking, Wealth Management, Loans, Credit, Business Development, Private Banking, Credit Analysis, Finance, Financial Analysis, Investments, Marketing, Portfolio Management, Relationship Management, Sales, Series 63, Straight Through..., Commercial Lending, Commercial Banking, Series 7, Risk Management, Mortgage Lending, Small Business Lending
Education
Birmingham-Southern College
Business, Concentration in Finance
University of Alabama
Anthony L. Ferrara Anthony L. Ferrara's Morgan Stanley Private Bank, N.A. Experience January 2011 - January 2013
Job Associate Director at UBS
Industry Financial Services
Experience
UBS February 2013 - Present
Morgan Stanley Private Bank, N.A. January 2011 - January 2013
Morgan Stanley Trust, N.A. September 2009 - December 2010
Morgan Stanley Trust, N.A. January 2008 - August 2009
Morgan Stanley Trust June 2004 - December 2007
Skills
Series 7, Series 66, Uniform Combined State..., Equities, High Net Worth..., Mutual Funds, Fixed Income, Trust Services, Wealth Management, Asset Management, Investments, Portfolio Management, Estate Planning, Financial Services, Investment Advisory, Wealth Management..., Strategic Financial..., Series 63, Financial Advisory, Securities, Risk Management, Banking, Private Banking, Investment Management, Retirement Planning, Bonds, Bloomberg, FINRA, Asset Allocation, Alternative Investments, Investment Strategies, Wealth, Retirement, Capital Markets, ETFs, Private Equity, Series 24, Series 65, AML, Financial Planning
Education
Frostburg State University 1993 — 1995
Bachelor of Science (BS), Finance and Financial Management Services
Orange County Community College 1990 — 1992
Finance, General
Middletown High School 1985 — 1988
UBS February 2013 - Present
Morgan Stanley Private Bank, N.A. January 2011 - January 2013
Morgan Stanley Trust, N.A. September 2009 - December 2010
Morgan Stanley Trust, N.A. January 2008 - August 2009
Morgan Stanley Trust June 2004 - December 2007
Skills
Series 7, Series 66, Uniform Combined State..., Equities, High Net Worth..., Mutual Funds, Fixed Income, Trust Services, Wealth Management, Asset Management, Investments, Portfolio Management, Estate Planning, Financial Services, Investment Advisory, Wealth Management..., Strategic Financial..., Series 63, Financial Advisory, Securities, Risk Management, Banking, Private Banking, Investment Management, Retirement Planning, Bonds, Bloomberg, FINRA, Asset Allocation, Alternative Investments, Investment Strategies, Wealth, Retirement, Capital Markets, ETFs, Private Equity, Series 24, Series 65, AML, Financial Planning
Education
Frostburg State University 1993 — 1995
Bachelor of Science (BS), Finance and Financial Management Services
Orange County Community College 1990 — 1992
Finance, General
Middletown High School 1985 — 1988
Nicholas Tomasulo Nicholas Tomasulo's Morgan Stanley Private Bank, N.A. Experience June 2011 - February 2012
Job Vice President Private Banking Entertainment at Comerica Bank
Industry Financial Services
Experience
Comerica Bank February 2012 - Present
Morgan Stanley Private Bank, N.A. June 2011 - February 2012
City National Bank August 2005 - August 2011
Balboa Capital September 2002 - December 2004
Skills
Investments, Portfolio Management, Business Development, Credit, Business Strategy, Commercial Banking, New Business Development, Lines Of Credit, Management, Underwriting, Commercial Lending, Private Banking, Leadership, Financial Analysis, Credit Analysis, Banking
Education
Loyola Marymount University, College of Business Administration 2006 — 2008
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Oregon - Charles H. Lundquist College of Business 1998 — 2002
Bachelors, Finance
Comerica Bank February 2012 - Present
Morgan Stanley Private Bank, N.A. June 2011 - February 2012
City National Bank August 2005 - August 2011
Balboa Capital September 2002 - December 2004
Skills
Investments, Portfolio Management, Business Development, Credit, Business Strategy, Commercial Banking, New Business Development, Lines Of Credit, Management, Underwriting, Commercial Lending, Private Banking, Leadership, Financial Analysis, Credit Analysis, Banking
Education
Loyola Marymount University, College of Business Administration 2006 — 2008
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
University of Oregon - Charles H. Lundquist College of Business 1998 — 2002
Bachelors, Finance
Brian Deja Brian Deja's Morgan Stanley Private Bank, N.A. Experience September 2010 - April 2012
Job Financial Services Education Consultant at Allstate Life and Retirement
Industry Financial Services
Experience
Allstate Life and Retirement March 2015 - Present
Allstate Financial Services, LLC May 2014 - February 2015
Allstate Insurance Agency February 2013 - May 2014
Emery Federal Credit Union May 2012 - October 2013
Morgan Stanley Private Bank, NA September 2010 - April 2012
The Deja Insurance Agency January 2008 - August 2010
New Century Mortgage January 2004 - April 2007
NovaStar Mortgage December 1998 - January 2004
Skills
Credit, Home, Underwriting, Loans, Mortgage Lending, Mortgage Banking, Reverse Mortgages, FHA financing, Real Estate Transactions, Refinance, Residential Mortgages, Loan Origination, Investment Properties, Financial Services
Education
Chicago Board of Trade 1985 — 1985
Commodities and Hedging
Maine South High School
University of Illinois at Chicago
Bachelor of Science, Management
Allstate Life and Retirement March 2015 - Present
Allstate Financial Services, LLC May 2014 - February 2015
Allstate Insurance Agency February 2013 - May 2014
Emery Federal Credit Union May 2012 - October 2013
Morgan Stanley Private Bank, NA September 2010 - April 2012
The Deja Insurance Agency January 2008 - August 2010
New Century Mortgage January 2004 - April 2007
NovaStar Mortgage December 1998 - January 2004
Skills
Credit, Home, Underwriting, Loans, Mortgage Lending, Mortgage Banking, Reverse Mortgages, FHA financing, Real Estate Transactions, Refinance, Residential Mortgages, Loan Origination, Investment Properties, Financial Services
Education
Chicago Board of Trade 1985 — 1985
Commodities and Hedging
Maine South High School
University of Illinois at Chicago
Bachelor of Science, Management
David Natzke's Morgan Stanley Private Bank, N.A. Experience January 2013 - Present
Job Executive Director, Morgan Stanley Private Bank
Industry Banking
Experience
Morgan Stanley Private Bank, NA January 2013 - Present
Morgan Stanley Private Bank, N.A. April 2011 - January 2013
FirstMerit Bank May 2010 - April 2011
Midwest Bank & Trust July 2008 - May 2010
Midwest Bank & Trust September 2003 - July 2008
Merrill Lynch January 2002 - September 2003
Merrill Lynch November 1999 - January 2002
Merrill Lynch August 1995 - November 1999
Merrill Lynch November 1989 - August 1995
LaSalle Northwest National Bank May 1987 - November 1989
Skills
Risk Management, Due Diligence, Executive Management, Business Development, Commercial Loan..., High Net Worth Clients, Analytical Skill Sets, Consultative Sales, Problem Solving, Commercial Credit Expert, Relationship Management, Credit Team Management, Loans, Credit, Series 7, Series 63, Loan Origination, Commercial Real Estate, Private Banking, Banking, Commercial Banking, Commercial Lending, Credit Analysis, Finance, Financial Analysis, High Net Worth..., Investments, Management, Real Estate, Small Business Lending
Education
Keller Graduate School of Management of DeVry University 1992 — 1996
MBA, Accounting/Finance
Eastern Illinois University 1983 — 1987
BA, Economics
Morgan Stanley Private Bank, NA January 2013 - Present
Morgan Stanley Private Bank, N.A. April 2011 - January 2013
FirstMerit Bank May 2010 - April 2011
Midwest Bank & Trust July 2008 - May 2010
Midwest Bank & Trust September 2003 - July 2008
Merrill Lynch January 2002 - September 2003
Merrill Lynch November 1999 - January 2002
Merrill Lynch August 1995 - November 1999
Merrill Lynch November 1989 - August 1995
LaSalle Northwest National Bank May 1987 - November 1989
Skills
Risk Management, Due Diligence, Executive Management, Business Development, Commercial Loan..., High Net Worth Clients, Analytical Skill Sets, Consultative Sales, Problem Solving, Commercial Credit Expert, Relationship Management, Credit Team Management, Loans, Credit, Series 7, Series 63, Loan Origination, Commercial Real Estate, Private Banking, Banking, Commercial Banking, Commercial Lending, Credit Analysis, Finance, Financial Analysis, High Net Worth..., Investments, Management, Real Estate, Small Business Lending
Education
Keller Graduate School of Management of DeVry University 1992 — 1996
MBA, Accounting/Finance
Eastern Illinois University 1983 — 1987
BA, Economics
Olga Wendling, CPA Olga Wendling, CPA's Morgan Stanley Private Bank, N.A. Experience November 2005 - September 2012
Job Income & Tax Analyst Credit Risk
Industry Financial Services
Experience
PHH Mortgage September 2012 - Present
Morgan Stanley Private Bank, NA November 2005 - September 2012
Argent Mortgage February 2005 - November 2005
Plaza Mortgage February 1999 - February 2005
Skills
Mortgage Lending, Credit, Credit Risk, Financial Analysis, Loans, Credit Analysis, Training, Analysis, Banking, Leadership, Finance, Coaching, Mortgage Banking, Cash Flow, Financial Modeling, Time Management, Loan Origination, Accounting, Strategic Financial..., Risk Management, Valuation, Due Diligence, Investments, Portfolio Management, Financial Services, Residential Mortgages, Financial Reporting, Financial Statements, Sarbanes-Oxley Act, Asset Management
Education
Roosevelt University 2008 — 2011
Master of Science (MS), Accounting
PHH Mortgage September 2012 - Present
Morgan Stanley Private Bank, NA November 2005 - September 2012
Argent Mortgage February 2005 - November 2005
Plaza Mortgage February 1999 - February 2005
Skills
Mortgage Lending, Credit, Credit Risk, Financial Analysis, Loans, Credit Analysis, Training, Analysis, Banking, Leadership, Finance, Coaching, Mortgage Banking, Cash Flow, Financial Modeling, Time Management, Loan Origination, Accounting, Strategic Financial..., Risk Management, Valuation, Due Diligence, Investments, Portfolio Management, Financial Services, Residential Mortgages, Financial Reporting, Financial Statements, Sarbanes-Oxley Act, Asset Management
Education
Roosevelt University 2008 — 2011
Master of Science (MS), Accounting
Christopher F. Sheridan Christopher F. Sheridan's Morgan Stanley Private Bank, N.A. Experience 2010 - December 2011
Job 3L at Vermont Law School
Industry Law Practice
Experience
Vermont Law School August 2013 - Present
Vermont Law School August 2013 - Present
Global Proving Ground December 2012 - April 2013
MacGregor and Company, Inc. 2011 - 2012
Morgan Stanley Private Bank, N.A. 2010 - December 2011
Merrill Lynch June 2004 - November 2009
Skills
Portfolio Management, Securities, Retirement Planning, Series 7, Series 66, Banking, Asset Allocation, Equities, Mergers & Acquisitions, Uniform Combined State..., Credit, Wealth Management, Strategic Financial..., Fixed Annuities, Investments, Series 63, Alternative Investments, Estate Planning, Mutual Funds, Relationship Management, Asset Management, Finance
Education
Vermont Law School, South Royalton, VT 2013 — 2016
JD/MELP, Environmental Law, 1L
Columbia University in the City of New York 1988 — 1990
BA, History
Vermont Law School August 2013 - Present
Vermont Law School August 2013 - Present
Global Proving Ground December 2012 - April 2013
MacGregor and Company, Inc. 2011 - 2012
Morgan Stanley Private Bank, N.A. 2010 - December 2011
Merrill Lynch June 2004 - November 2009
Skills
Portfolio Management, Securities, Retirement Planning, Series 7, Series 66, Banking, Asset Allocation, Equities, Mergers & Acquisitions, Uniform Combined State..., Credit, Wealth Management, Strategic Financial..., Fixed Annuities, Investments, Series 63, Alternative Investments, Estate Planning, Mutual Funds, Relationship Management, Asset Management, Finance
Education
Vermont Law School, South Royalton, VT 2013 — 2016
JD/MELP, Environmental Law, 1L
Columbia University in the City of New York 1988 — 1990
BA, History
Jonathan W. Chen Jonathan W. Chen's Morgan Stanley Private Bank, N.A. Experience August 2014 - Present
Job Assistant Vice President at Morgan Stanley Private Bank
Industry Financial Services
Experience
Morgan Stanley Private Bank NA August 2014 - Present
Citigold Wealth Management, Citibank NA September 2011 - August 2014
Union Bank April 2011 - September 2011
Bank of America May 2009 - April 2011
Bank of America Global Wealth & Investment Management June 2004 - April 2009
Skills
Banking, Credit, Investments, Portfolio Management, Financial Services, Business Development, Finance, Cash Management, CRM, Leadership, Strategy, Cross Selling, Series 63, Retail Banking, Loans, Consumer Lending, Commercial Banking, Relationship Management, Wealth Management
Education
San Francisco State University
Finance
Morgan Stanley Private Bank NA August 2014 - Present
Citigold Wealth Management, Citibank NA September 2011 - August 2014
Union Bank April 2011 - September 2011
Bank of America May 2009 - April 2011
Bank of America Global Wealth & Investment Management June 2004 - April 2009
Skills
Banking, Credit, Investments, Portfolio Management, Financial Services, Business Development, Finance, Cash Management, CRM, Leadership, Strategy, Cross Selling, Series 63, Retail Banking, Loans, Consumer Lending, Commercial Banking, Relationship Management, Wealth Management
Education
San Francisco State University
Finance
Lori Corbett Lori Corbett's Morgan Stanley Private Bank, N.A. Experience April 2014 - Present
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Bank, NA April 2014 - Present
Citibank August 2011 - Present
Morgan Stanley November 2005 - August 2011
DIAMOND MANAGEMENT & TECHNOLOGY CONSULTANTS, INC October 2004 - November 2005
CGI-AMS July 1999 - October 2004
Education
University of Notre Dame - Mendoza College of Business 1997 — 1999
MBA, Finance
Institute of European Studies
University of Illinois at Urbana-Champaign
Bachelor of Arts, Economics/ French
Morgan Stanley Private Bank, NA April 2014 - Present
Citibank August 2011 - Present
Morgan Stanley November 2005 - August 2011
DIAMOND MANAGEMENT & TECHNOLOGY CONSULTANTS, INC October 2004 - November 2005
CGI-AMS July 1999 - October 2004
Education
University of Notre Dame - Mendoza College of Business 1997 — 1999
MBA, Finance
Institute of European Studies
University of Illinois at Urbana-Champaign
Bachelor of Arts, Economics/ French
Bryan Lord's Morgan Stanley Private Bank, N.A. Experience April 2014 - Present
Job High Net Worth Lending Advisor at Morgan Stanley Private Bank, N.A.
Industry Banking
Experience
Morgan Stanley Private Bank, N.A. April 2014 - Present
Morgan Stanley Private Bank, N.A. October 2010 - Present
KeyBank October 2005 - December 2008
Wells Fargo Bank Private Client Services September 2004 - October 2005
Citi Private Bank August 2000 - September 2004
Citicorp Real Estate July 1991 - July 2000
Skills
Loans, Private Banking, Credit Analysis, Credit, Mortgage Lending, Series 7, Wealth Management..., Banking, Small Business Lending, Underwriting, Portfolio Management, Wealth Management, Capital Markets, Asset Managment, Investments, Commercial Banking, Investment Advisory, Commercial Lending
Education
University of California, San Diego
BA, Economics
Morgan Stanley Private Bank, N.A. April 2014 - Present
Morgan Stanley Private Bank, N.A. October 2010 - Present
KeyBank October 2005 - December 2008
Wells Fargo Bank Private Client Services September 2004 - October 2005
Citi Private Bank August 2000 - September 2004
Citicorp Real Estate July 1991 - July 2000
Skills
Loans, Private Banking, Credit Analysis, Credit, Mortgage Lending, Series 7, Wealth Management..., Banking, Small Business Lending, Underwriting, Portfolio Management, Wealth Management, Capital Markets, Asset Managment, Investments, Commercial Banking, Investment Advisory, Commercial Lending
Education
University of California, San Diego
BA, Economics
Daniel Linares Daniel Linares's Morgan Stanley Private Bank, N.A. Experience January 2014 - Present
Job Senior Private Banker at Morgan Stanley Private Bank, NA
Industry Banking
Experience
Morgan Stanley Private Bank, NA January 2014 - Present
Morgan Stanley Private Bank, NA May 2011 - January 2014
Wachovia A Wells Fargo Company November 2009 - May 2011
Wachovia Bank March 2007 - November 2009
Wachovia Bank October 2001 - March 2007
Wachovia Bank August 1987 - October 2001
Skills
Banking, Management, Coaching, Recruiting, Series 7, Commercial Lending, Leadership, Small Business Lending, Credit, Loans, Commercial Banking, Private Banking, Training, Wealth Management, Finance, Sales, Portfolio Management, Credit Analysis, Consumer Lending, Retail Banking, Relationship Management, Cash Management, Retirement Planning, Equities, Mortgage Lending, Risk Management, Financial Services, Securities, Underwriting, Lines Of Credit, Financial Analysis, Investments, Cross Selling
Education
Florida Int'l University - College of Business Administration - MBA 1995 — 1998
MBA
Florida International University 1986 — 1998
Florida Int'l Univ. - BA in Economics/Int'l Relations 1986 — 1993
B.A, Economics & Int'l Rel, Double Major
Florida International University 1986 — 1993
Morgan Stanley Private Bank, NA January 2014 - Present
Morgan Stanley Private Bank, NA May 2011 - January 2014
Wachovia A Wells Fargo Company November 2009 - May 2011
Wachovia Bank March 2007 - November 2009
Wachovia Bank October 2001 - March 2007
Wachovia Bank August 1987 - October 2001
Skills
Banking, Management, Coaching, Recruiting, Series 7, Commercial Lending, Leadership, Small Business Lending, Credit, Loans, Commercial Banking, Private Banking, Training, Wealth Management, Finance, Sales, Portfolio Management, Credit Analysis, Consumer Lending, Retail Banking, Relationship Management, Cash Management, Retirement Planning, Equities, Mortgage Lending, Risk Management, Financial Services, Securities, Underwriting, Lines Of Credit, Financial Analysis, Investments, Cross Selling
Education
Florida Int'l University - College of Business Administration - MBA 1995 — 1998
MBA
Florida International University 1986 — 1998
Florida Int'l Univ. - BA in Economics/Int'l Relations 1986 — 1993
B.A, Economics & Int'l Rel, Double Major
Florida International University 1986 — 1993
Jeremy L Vance MBA, CFP®'s Morgan Stanley Private Bank, N.A. Experience March 2011 - Present
Job VP Morgan Stanley Private Bank, N.A.
Industry Financial Services
Experience
Morgan Stanley Private Bank, N.A. March 2011 - Present
Bank of America/Merrill Lynch November 2006 - March 2011
World Capital Mortgage July 2005 - November 2006
Wells Fargo Financial November 2003 - July 2005
Skills
Series 7, Wealth Management..., Series 63, Strategic Financial..., Investments, Mortgage Lending, Loans, Credit, Banking
Education
The University of Texas at Austin 2008 — 2010
Certified Financial Planner Program
Texas A&M University-Commerce 2003 — 2006
MBA, Finance/Accounting/Management
Texas A&M University-Commerce 2002 — 2003
BBA, Finance/Accounting
Morgan Stanley Private Bank, N.A. March 2011 - Present
Bank of America/Merrill Lynch November 2006 - March 2011
World Capital Mortgage July 2005 - November 2006
Wells Fargo Financial November 2003 - July 2005
Skills
Series 7, Wealth Management..., Series 63, Strategic Financial..., Investments, Mortgage Lending, Loans, Credit, Banking
Education
The University of Texas at Austin 2008 — 2010
Certified Financial Planner Program
Texas A&M University-Commerce 2003 — 2006
MBA, Finance/Accounting/Management
Texas A&M University-Commerce 2002 — 2003
BBA, Finance/Accounting
James J. Okamura,CFA,CFP,AWMA James J. Okamura,CFA,CFP,AWMA's Morgan Stanley Private Bank, N.A. Experience April 2012 - June 2014
Job President and Chief Investment Officer at First State Trust Company
Industry Financial Services
Experience
First State Trust Company 2014 - Present
Morgan Stanley Private Bank, NA April 2012 - June 2014
Morgan Stanley Smith Barney February 1997 - May 2012
Legg Mason June 2007 - January 2009
Citigroup 1999 - 2006
Merrill Lynch Trust Company 1992 - 1997
First Fidelity Bank July 1989 - January 1992
Skills
Chartered Financial..., Certified Financial..., Accredited Wealth..., Investments, High Net Worth..., Separately Managed..., Investment Strategies, Asset Allocation, Portfolios, Managed Accounts, Series 7, SMA, Series 24, Series 66, Wealth Management, Trust Services, Portfolio Management, Asset Management, Uniform Combined State..., Alternative Investments, Private Banking, Wealth Management..., Hedge Funds, Mutual Funds, Asset Managment, Estate Planning, Investment Advisory, Managing Accounts, Investment Management
Education
Montclair State University 1985 — 1989
BA, Finance
First State Trust Company 2014 - Present
Morgan Stanley Private Bank, NA April 2012 - June 2014
Morgan Stanley Smith Barney February 1997 - May 2012
Legg Mason June 2007 - January 2009
Citigroup 1999 - 2006
Merrill Lynch Trust Company 1992 - 1997
First Fidelity Bank July 1989 - January 1992
Skills
Chartered Financial..., Certified Financial..., Accredited Wealth..., Investments, High Net Worth..., Separately Managed..., Investment Strategies, Asset Allocation, Portfolios, Managed Accounts, Series 7, SMA, Series 24, Series 66, Wealth Management, Trust Services, Portfolio Management, Asset Management, Uniform Combined State..., Alternative Investments, Private Banking, Wealth Management..., Hedge Funds, Mutual Funds, Asset Managment, Estate Planning, Investment Advisory, Managing Accounts, Investment Management
Education
Montclair State University 1985 — 1989
BA, Finance
PJ LeJeune (Kes) PJ LeJeune (Kes)'s Morgan Stanley Private Bank, N.A. Experience October 2010 - Present
Job VP, Private Banker at Morgan Stanley Private Bank, NA
Industry Financial Services
Experience
Morgan Stanley Private Bank, N.A. October 2010 - Present
Merrill Lynch April 2006 - October 2010
Merrill Lynch April 2001 - April 2006
Skills
Sales Management, Consultative Selling, Relationship Marketing, Wealth Management, Selling, Loans, Series 7, Mortgage Lending, Investments, Insurance
Education
Wharton School of Business 2008 — 2008
CIMA, Certified Investment Management Analyst
College for Financial Planning 2003 — 2005
CFP, Certified Financial Planning
Emory University 1995 — 1997
BA, Psychology, Economics
Oxford College of Emory University 1992 — 1995
AA, Liberal Arts
Morgan Stanley Private Bank, N.A. October 2010 - Present
Merrill Lynch April 2006 - October 2010
Merrill Lynch April 2001 - April 2006
Skills
Sales Management, Consultative Selling, Relationship Marketing, Wealth Management, Selling, Loans, Series 7, Mortgage Lending, Investments, Insurance
Education
Wharton School of Business 2008 — 2008
CIMA, Certified Investment Management Analyst
College for Financial Planning 2003 — 2005
CFP, Certified Financial Planning
Emory University 1995 — 1997
BA, Psychology, Economics
Oxford College of Emory University 1992 — 1995
AA, Liberal Arts
Jani Beatty's Morgan Stanley Private Bank, N.A. Experience October 2010 - Present
Job Vice President, Morgan Stanley Private Bank
Industry Financial Services
Experience
Morgan Stanley Private Bank, N.A. October 2010 - Present
Bank of the West April 2006 - May 2008
Umpqua Bank September 2004 - April 2006
Bank of America April 1995 - May 2002
Skills
Commercial Lending, Small Business Lending, Private Banking, Commercial Banking, Finance, Funding, Portfolio Management, Loans, Wealth Management..., Business Development, Wealth Management, Securities, Investments, Credit, Series 7, Banking, Financial Analysis, Relationship Management, Management, Financial Services, Financial Planning
Education
Portland State University 1999 — 2004
BS, History
Morgan Stanley Private Bank, N.A. October 2010 - Present
Bank of the West April 2006 - May 2008
Umpqua Bank September 2004 - April 2006
Bank of America April 1995 - May 2002
Skills
Commercial Lending, Small Business Lending, Private Banking, Commercial Banking, Finance, Funding, Portfolio Management, Loans, Wealth Management..., Business Development, Wealth Management, Securities, Investments, Credit, Series 7, Banking, Financial Analysis, Relationship Management, Management, Financial Services, Financial Planning
Education
Portland State University 1999 — 2004
BS, History
Christian Catricala Christian Catricala's Morgan Stanley Private Bank, N.A. Experience June 2015 - August 2015
Job Incoming Rotational Analyst at Morgan Stanley Wealth Management
Industry Accounting
Experience
Morgan Stanley Wealth Management September 2015 - Present
Doherty Insurance Agency, Inc May 2014 - Present
Morgan Stanley Private Bank, N.A. June 2015 - August 2015
Merrimack College Athletic Center January 2013 - May 2015
Sears Holdings Corporation August 2011 - May 2014
Sears Holdings Corporation January 2013 - June 2013
Strega Waterfront July 2011 - September 2012
Bricco Ristorante May 2010 - July 2011
Skills
Sales, Tax Preparation, Tax Software, Social Media Marketing, Social Networking, Marketing Communications, Microsoft Office, PowerPoint, Microsoft Excel, Public Relations, Management, Customer Service, Marketing, Teamwork, Public Speaking
Education
Merrimack College 2012 — 2016
Bachelor's degree, Marketing, Accounting
The American University of Rome 2013 — 2013
Study Abroad for Fall Semester 2013
Morgan Stanley Wealth Management September 2015 - Present
Doherty Insurance Agency, Inc May 2014 - Present
Morgan Stanley Private Bank, N.A. June 2015 - August 2015
Merrimack College Athletic Center January 2013 - May 2015
Sears Holdings Corporation August 2011 - May 2014
Sears Holdings Corporation January 2013 - June 2013
Strega Waterfront July 2011 - September 2012
Bricco Ristorante May 2010 - July 2011
Skills
Sales, Tax Preparation, Tax Software, Social Media Marketing, Social Networking, Marketing Communications, Microsoft Office, PowerPoint, Microsoft Excel, Public Relations, Management, Customer Service, Marketing, Teamwork, Public Speaking
Education
Merrimack College 2012 — 2016
Bachelor's degree, Marketing, Accounting
The American University of Rome 2013 — 2013
Study Abroad for Fall Semester 2013
Philip Law Philip Law's Morgan Stanley Private Bank, N.A. Experience August 2010 - September 2011
Job Director at Merrill Lynch
Industry Banking
Experience
Merrill Lynch August 2011 - Present
Morgan Stanley Private Bank, N.A. August 2010 - September 2011
Education
Oglethorpe University
Bachelor of Business Administration (BBA), Economics
Merrill Lynch August 2011 - Present
Morgan Stanley Private Bank, N.A. August 2010 - September 2011
Education
Oglethorpe University
Bachelor of Business Administration (BBA), Economics
Brook Solliday Brook Solliday's Morgan Stanley Private Bank, N.A. Experience April 2010 - Present
Job Vice President at Morgan Stanley Private Bank, N.A.
Industry Financial Services
Experience
Morgan Stanley Private Bank, N.A. April 2010 - Present
Morgan Stanley Smith Barney June 2007 - April 2010
Skills
Banking, Series 7, Wealth Management, Portfolio Management, Finance, Securities, Financial Services, Investments, Equities, Mutual Funds, Series 63
Education
Montclair State University 2003 — 2007
Bachelor of Science, Management
Morgan Stanley Private Bank, N.A. April 2010 - Present
Morgan Stanley Smith Barney June 2007 - April 2010
Skills
Banking, Series 7, Wealth Management, Portfolio Management, Finance, Securities, Financial Services, Investments, Equities, Mutual Funds, Series 63
Education
Montclair State University 2003 — 2007
Bachelor of Science, Management
Juli Elston Juli Elston's Morgan Stanley Private Bank, N.A. Experience 2010 - 2012
Job Debt Capital Professional
Industry Commercial Real Estate
Experience
First United Bank 2014 - 2015
Virtus Real Estate Capital 2012 - 2014
Morgan Stanley Private Bank, N.A. 2010 - 2012
Bank of America 2005 - 2009
Bank of the West 2004 - 2005
California Bank & Trust 1998 - 2004
Bank One and Guaranty Bank 1990 - 1998
Skills
Loans, Portfolio Management, Risk Management, Underwriting, Capital Markets, Construction Loans, Business Development, Negotiation, Asset Managment, Real Estate Financing, Key Account Management, Loan Origination, Commercial Real Estate..., Commercial Real Estate..., Real Estate Due..., Legal Documents, Debt Restructuring, Financial Reporting, Debt & Equity Financing, Investment Property..., Lines Of Credit, Bridge Loans, Term Loan, CMBS, Seniors Housing, Student Housing, Self Storage, Medical Office, Apartments, Hotels, Office Buildings, Industrial Buildings, REIT, Cost Accounting, Investments, Finance, Banking
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA), MBA
First United Bank 2014 - 2015
Virtus Real Estate Capital 2012 - 2014
Morgan Stanley Private Bank, N.A. 2010 - 2012
Bank of America 2005 - 2009
Bank of the West 2004 - 2005
California Bank & Trust 1998 - 2004
Bank One and Guaranty Bank 1990 - 1998
Skills
Loans, Portfolio Management, Risk Management, Underwriting, Capital Markets, Construction Loans, Business Development, Negotiation, Asset Managment, Real Estate Financing, Key Account Management, Loan Origination, Commercial Real Estate..., Commercial Real Estate..., Real Estate Due..., Legal Documents, Debt Restructuring, Financial Reporting, Debt & Equity Financing, Investment Property..., Lines Of Credit, Bridge Loans, Term Loan, CMBS, Seniors Housing, Student Housing, Self Storage, Medical Office, Apartments, Hotels, Office Buildings, Industrial Buildings, REIT, Cost Accounting, Investments, Finance, Banking
Education
Southern Methodist University - Cox School of Business
Master of Business Administration (MBA), MBA
Nicholas Ketcha's Morgan Stanley Private Bank, N.A. Experience June 2008 - Present
Job Board Member & Executive Managing Director at FinPro, Inc
Industry Banking
Experience
Morgan Stanley Private Bank, N.A. June 2008 - Present
Morgan Stanley Bank, N.A. August 2006 - Present
FinPro, Inc April 2002 - Present
FinPro, Inc April 2002 - Present
.Morgan Stanley Private Bank, N.A. 2008 - 2010
Morgan Stanley Bank, N.A> 2006 - 2010
New Jersey Dept of Banking & Insurance September 1999 - January 2001
Federal Deposit Insurance Corporation 1995 - 1999
FDIC 1995 - 1999
Skills
Banking, Fraud, Financial Risk, Cash Management, Mortgage Lending, Loans, Management, Capital Markets, Risk Management, Credit Analysis, Enterprise Risk..., Investments, Asset Management, Credit Risk, Credit, Financial Analysis, Portfolio Management, Management Consulting, Strategic Financial..., Executive Management, Commercial Banking, Finance, Commercial Lending, Mergers & Acquisitions, Due Diligence, Treasury Management, Strategic Planning, Securities, Financial Modeling, Valuation, Structured Finance, Private Equity, Financial Services, Corporate Finance, Financial Structuring, Investment Banking, Operational Risk, Fixed Income, Financial Institutions, Financial Markets, Loan Origination, Funding, Commercial Mortgages, Asset Based Lending, Securitization, AML, Operational Risk..., Anti Money Laundering, Financial Planning
Education
University of Scranton 1961 — 1965
BS, Business Management
Archbald High School
Morgan Stanley Private Bank, N.A. June 2008 - Present
Morgan Stanley Bank, N.A. August 2006 - Present
FinPro, Inc April 2002 - Present
FinPro, Inc April 2002 - Present
.Morgan Stanley Private Bank, N.A. 2008 - 2010
Morgan Stanley Bank, N.A> 2006 - 2010
New Jersey Dept of Banking & Insurance September 1999 - January 2001
Federal Deposit Insurance Corporation 1995 - 1999
FDIC 1995 - 1999
Skills
Banking, Fraud, Financial Risk, Cash Management, Mortgage Lending, Loans, Management, Capital Markets, Risk Management, Credit Analysis, Enterprise Risk..., Investments, Asset Management, Credit Risk, Credit, Financial Analysis, Portfolio Management, Management Consulting, Strategic Financial..., Executive Management, Commercial Banking, Finance, Commercial Lending, Mergers & Acquisitions, Due Diligence, Treasury Management, Strategic Planning, Securities, Financial Modeling, Valuation, Structured Finance, Private Equity, Financial Services, Corporate Finance, Financial Structuring, Investment Banking, Operational Risk, Fixed Income, Financial Institutions, Financial Markets, Loan Origination, Funding, Commercial Mortgages, Asset Based Lending, Securitization, AML, Operational Risk..., Anti Money Laundering, Financial Planning
Education
University of Scranton 1961 — 1965
BS, Business Management
Archbald High School
Beth R. Novkovic, CTFA's Morgan Stanley Private Bank, N.A. Experience November 2009 - March 2013
Job Vice President, Senior Trust Officer at U.S. Trust Company of Delaware
Industry Financial Services
Experience
U.S. Trust Company of Delaware March 2013 - Present
Morgan Stanley Private Bank, N.A. November 2009 - March 2013
Wilmington Trust Company March 2007 - November 2009
Wilmington Trust Company April 2004 - March 2007
Wilmington Trust Company June 1997 - April 2004
Wilmington Trust Company June 1995 - May 1997
Skills
Trust, Wealth Management, Trust Services, High Net Worth...
Education
University of Delaware - Lerner College of Business and Economics 1989 — 1994
Bachelor of Science, Finance & Administrative Management with Minor in Economics
U.S. Trust Company of Delaware March 2013 - Present
Morgan Stanley Private Bank, N.A. November 2009 - March 2013
Wilmington Trust Company March 2007 - November 2009
Wilmington Trust Company April 2004 - March 2007
Wilmington Trust Company June 1997 - April 2004
Wilmington Trust Company June 1995 - May 1997
Skills
Trust, Wealth Management, Trust Services, High Net Worth...
Education
University of Delaware - Lerner College of Business and Economics 1989 — 1994
Bachelor of Science, Finance & Administrative Management with Minor in Economics
Tara A. Larkin, PHR's Morgan Stanley Private Bank, N.A. Experience April 2010 - October 2010
Job Campus Recruiter at Sun Products Corporation
Industry Staffing and Recruiting
Experience
Sun Products Corporation March 2011 - Present
Morgan Stanley Private Bank, N.A. April 2010 - October 2010
BlackRock March 2008 - November 2008
BlackRock October 2006 - March 2008
Merrill Lynch January 2006 - October 2006
US Data Capture June 2003 - December 2005
Response Companies September 2002 - April 2003
Merrill Lynch January 2002 - September 2002
Skills
Recruiting, Talent Acquisition, Onboarding, College Recruiting, Sourcing, Program Management, Applicant Tracking..., Self Starter, Employer Branding, Online Research, Taleo, Project Coordination, Recruitment Advertising, Team Building, Time Management, Excel, Team Oriented, PeopleSoft, Oracle, Salesforce, iRecruit, SharePoint, Direct Sourcing, Talent Assessment, Jobvite, Internet Recruiting, Talent Management, Microsoft Excel, Salesforce.com, Leadership
Education
Iona College
Sun Products Corporation March 2011 - Present
Morgan Stanley Private Bank, N.A. April 2010 - October 2010
BlackRock March 2008 - November 2008
BlackRock October 2006 - March 2008
Merrill Lynch January 2006 - October 2006
US Data Capture June 2003 - December 2005
Response Companies September 2002 - April 2003
Merrill Lynch January 2002 - September 2002
Skills
Recruiting, Talent Acquisition, Onboarding, College Recruiting, Sourcing, Program Management, Applicant Tracking..., Self Starter, Employer Branding, Online Research, Taleo, Project Coordination, Recruitment Advertising, Team Building, Time Management, Excel, Team Oriented, PeopleSoft, Oracle, Salesforce, iRecruit, SharePoint, Direct Sourcing, Talent Assessment, Jobvite, Internet Recruiting, Talent Management, Microsoft Excel, Salesforce.com, Leadership
Education
Iona College
Linda Bestepe's Morgan Stanley Private Bank, N.A. Experience March 2011 - February 2013
Job Director, Field Engagement and Client Experience Banking Strategy at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2013 - Present
Morgan Stanley Private Bank, N.A. March 2011 - February 2013
UBS Wealth Management March 2010 - January 2011
UBS Wealth Management January 2008 - March 2010
UBS Wealth Management May 2006 - December 2007
UBS Wealth Management July 2004 - May 2006
UBS Wealth Management October 2001 - July 2004
UBS Wealth Management August 2000 - October 2001
Paine Webber June 1999 - August 2000
Skills
Strategy, Sales Management, Marketing Strategy, Strategic Communications, Private Banking, Wealth Management
Education
Fordham Gabelli School of Business 2004 — 2006
M.B.A., Double Concentration: Marketing and Management with International Business Designation
Fordham University 1995 — 1999
BS, Pschology, Minors in Business and Spanish
UBS Wealth Management June 2013 - Present
Morgan Stanley Private Bank, N.A. March 2011 - February 2013
UBS Wealth Management March 2010 - January 2011
UBS Wealth Management January 2008 - March 2010
UBS Wealth Management May 2006 - December 2007
UBS Wealth Management July 2004 - May 2006
UBS Wealth Management October 2001 - July 2004
UBS Wealth Management August 2000 - October 2001
Paine Webber June 1999 - August 2000
Skills
Strategy, Sales Management, Marketing Strategy, Strategic Communications, Private Banking, Wealth Management
Education
Fordham Gabelli School of Business 2004 — 2006
M.B.A., Double Concentration: Marketing and Management with International Business Designation
Fordham University 1995 — 1999
BS, Pschology, Minors in Business and Spanish
Lindsey Kabella's Morgan Stanley Private Bank, N.A. Experience June 2010 - June 2012
Job Executive Assistant at TMX Finance
Industry Financial Services
Experience
TMX Finance July 2012 - September 2014
Morgan Stanley Private Bank, N.A. June 2010 - June 2012
UBS Financial Services, Inc July 2007 - March 2010
American Pioneer Health Plans, Inc June 2006 - June 2007
American Pioneer Health Plans January 2006 - June 2007
Skills
Marketing, Sales, PowerPoint, Outlook, Microsoft Excel, Social Media, Event Planning, Management, Customer Service, Microsoft Office, Team Building, Recruiting, Customer Satisfaction, Budgets, Time Management, Interviews, Employee Relations, Human Resources, Training, Retail, Leadership, Microsoft Word, Account Management
Education
University of Florida 2000 — 2004
Bachelor of Science, Family, Youth and Community Science
TMX Finance July 2012 - September 2014
Morgan Stanley Private Bank, N.A. June 2010 - June 2012
UBS Financial Services, Inc July 2007 - March 2010
American Pioneer Health Plans, Inc June 2006 - June 2007
American Pioneer Health Plans January 2006 - June 2007
Skills
Marketing, Sales, PowerPoint, Outlook, Microsoft Excel, Social Media, Event Planning, Management, Customer Service, Microsoft Office, Team Building, Recruiting, Customer Satisfaction, Budgets, Time Management, Interviews, Employee Relations, Human Resources, Training, Retail, Leadership, Microsoft Word, Account Management
Education
University of Florida 2000 — 2004
Bachelor of Science, Family, Youth and Community Science
Scott Niksich's Morgan Stanley Private Bank, N.A. Experience August 2004 - April 2012
Job Platinum Service Group Originations Manager at PHH Mortgage
Industry Financial Services
Experience
PHH Mortgage April 2012 - Present
Morgan Stanley Private Bank NA August 2004 - April 2012
Associated Bank March 1999 - April 2004
Wells Fargo Home Mortgage May 1995 - October 1997
Skills
Credit Analysis, Underwriting, Sales Management, Private Banking, Process Management, Loans, Mortgage, Mortgage Lending, Consumer Lending, Credit, Wealth Management, Banking, Compliance, Financial Analysis, Credit Risk, Customer Service, Retail, Loan Origination, Loan Structuring, Construction Loans, Retail Banking, Mortgage Banking, Refinance, Mortgage Underwriting, Financial Structuring, Loss Mitigation, Risk Management, Loan Servicing, Relationship Management, VA loans, Mutual Funds, Finance, Sales, Residential Mortgages, Retirement Planning, Small Business, USDA, FHA financing, Financial Services, VA Loans
Education
Northern Illinois University 1990 — 2001
BS, Finance
Thornton Fractional North High School 1986 — 1990
Diploma, College Prep / Business
Burnham Elementary School 1977 — 1986
1986, General Education
PHH Mortgage April 2012 - Present
Morgan Stanley Private Bank NA August 2004 - April 2012
Associated Bank March 1999 - April 2004
Wells Fargo Home Mortgage May 1995 - October 1997
Skills
Credit Analysis, Underwriting, Sales Management, Private Banking, Process Management, Loans, Mortgage, Mortgage Lending, Consumer Lending, Credit, Wealth Management, Banking, Compliance, Financial Analysis, Credit Risk, Customer Service, Retail, Loan Origination, Loan Structuring, Construction Loans, Retail Banking, Mortgage Banking, Refinance, Mortgage Underwriting, Financial Structuring, Loss Mitigation, Risk Management, Loan Servicing, Relationship Management, VA loans, Mutual Funds, Finance, Sales, Residential Mortgages, Retirement Planning, Small Business, USDA, FHA financing, Financial Services, VA Loans
Education
Northern Illinois University 1990 — 2001
BS, Finance
Thornton Fractional North High School 1986 — 1990
Diploma, College Prep / Business
Burnham Elementary School 1977 — 1986
1986, General Education
Michael Mariani's Morgan Stanley Private Bank, N.A. Experience March 2014 - Present
Job Vice President, Associate Private Banker at Morgan Stanley Private Bank, N.A.
Industry Financial Services
Experience
Morgan Stanley Private Bank, N.A. March 2014 - Present
Morgan Stanley Private Bank, N.A. April 2012 - March 2014
First Capital Mortgage October 2010 - April 2012
NE Moves Mortgage June 2003 - September 2010
SJH and Company September 2008 - January 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA
Syracuse University 1999 — 2003
B.S.
Morgan Stanley Private Bank, N.A. March 2014 - Present
Morgan Stanley Private Bank, N.A. April 2012 - March 2014
First Capital Mortgage October 2010 - April 2012
NE Moves Mortgage June 2003 - September 2010
SJH and Company September 2008 - January 2009
Education
Boston College - Wallace E. Carroll Graduate School of Management 2007 — 2009
MBA
Syracuse University 1999 — 2003
B.S.
Don Cline's Morgan Stanley Private Bank, N.A. Experience March 2011 - Present
Job Vice President at Morgan Stanley Private Bank, N.A.
Industry Banking
Experience
Morgan Stanley Private Bank, N.A. March 2011 - Present
Comerica Bank June 2006 - April 2011
National City Bank June 2001 - June 2006
Smith Barney May 2000 - May 2001
NBD Bank September 1988 - May 2000
Skills
Private Banking, Business Strategy, High Net Worth..., Loans, Banking, Investments, Wealth Management..., Commercial Banking, Credit, Finance, Insurance, Middle Market, Wealth Management, Commercial Lending, Cash Management, Credit Analysis, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 1986 — 1988
MBA, Finance
University of Michigan 1981 — 1986
BS, Industrial and Organizational Psychology
Morgan Stanley Private Bank, N.A. March 2011 - Present
Comerica Bank June 2006 - April 2011
National City Bank June 2001 - June 2006
Smith Barney May 2000 - May 2001
NBD Bank September 1988 - May 2000
Skills
Private Banking, Business Strategy, High Net Worth..., Loans, Banking, Investments, Wealth Management..., Commercial Banking, Credit, Finance, Insurance, Middle Market, Wealth Management, Commercial Lending, Cash Management, Credit Analysis, Financial Analysis
Education
University of Notre Dame - Mendoza College of Business 1986 — 1988
MBA, Finance
University of Michigan 1981 — 1986
BS, Industrial and Organizational Psychology
August Jamie H. Schupp's Morgan Stanley Private Bank, N.A. Experience July 2011 - Present
Job Executive Director and Senior Counsel at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Bank, N.A. July 2011 - Present
MorganStanley SmithBarney LLC August 2006 - Present
Neal, Gerber & Eisenberg LLP July 2002 - July 2006
Schwartz Cooper Chartered May 1999 - July 2002
Skills
Securities Litigation, Broker-Dealer Litigation, Internal Investigations, Securities Regulatory, Broker-Dealer Compliance, Litigation, Commercial Litigation, Fiduciary Litigation, Securities, Banking Litigation, Corporate Trustee..., Mortgage Litigation, Arbitration, Risk Management, Mediation, Appeals, FINRA, Securities Regulation, Financial Services, Corporate Governance, Financial Risk, Courts, Legal Writing, Legal Compliance, Banking Law, Loans, Civil Litigation, Trusts, Dispute Resolution, Trials, Investment Advisory, Alternative Investments, Legal Advice, Dispute, Litigation Support, Estate Planning, Licensing
Education
University of Illinois College of Law 1996 — 1999
JD, cum laude, Law
Northwestern University 1992 — 1996
BA, Policital Science/Economics/Business Institutions
Morgan Stanley Private Bank, N.A. July 2011 - Present
MorganStanley SmithBarney LLC August 2006 - Present
Neal, Gerber & Eisenberg LLP July 2002 - July 2006
Schwartz Cooper Chartered May 1999 - July 2002
Skills
Securities Litigation, Broker-Dealer Litigation, Internal Investigations, Securities Regulatory, Broker-Dealer Compliance, Litigation, Commercial Litigation, Fiduciary Litigation, Securities, Banking Litigation, Corporate Trustee..., Mortgage Litigation, Arbitration, Risk Management, Mediation, Appeals, FINRA, Securities Regulation, Financial Services, Corporate Governance, Financial Risk, Courts, Legal Writing, Legal Compliance, Banking Law, Loans, Civil Litigation, Trusts, Dispute Resolution, Trials, Investment Advisory, Alternative Investments, Legal Advice, Dispute, Litigation Support, Estate Planning, Licensing
Education
University of Illinois College of Law 1996 — 1999
JD, cum laude, Law
Northwestern University 1992 — 1996
BA, Policital Science/Economics/Business Institutions
Donna McDaniel's Morgan Stanley Private Bank, N.A. Experience October 2004 - Present
Job AVP Vendor Management at Morgan Stanley Credit Corp.
Industry Financial Services
Experience
Morgan Stanley Private Bank, NA October 2004 - Present
HSBC 1999 - 2004
Skills
Mortgage Lending
Education
Harper College
Morgan Stanley Private Bank, NA October 2004 - Present
HSBC 1999 - 2004
Skills
Mortgage Lending
Education
Harper College
Jerry Williston's Morgan Stanley Private Bank, N.A. Experience March 2010 - May 2014
Job Vice President and Lead Trust Officer at Reliance Trust Company
Industry Financial Services
Experience
Reliance Trust Company May 2014 - Present
Morgan Stanley Private Bank, N.A. March 2010 - May 2014
Grand Bank and Trust July 2009 - March 2010
Merrill Lynch Trust Company August 1995 - July 2009
Skills
Wealth Management, Wealth Management..., Trust Services, High Net Worth..., Investment Advisory, Estate Planning, Investment Management, Asset Allocation, Alternative Investments, Securities, Series 63, Retirement Planning, Mutual Funds, Investment Strategies, Asset Management
Education
University of South Florida - College of Business Administration 1980 — 1984
Bachelor of Arts (B.A.), Business Managment
Reliance Trust Company May 2014 - Present
Morgan Stanley Private Bank, N.A. March 2010 - May 2014
Grand Bank and Trust July 2009 - March 2010
Merrill Lynch Trust Company August 1995 - July 2009
Skills
Wealth Management, Wealth Management..., Trust Services, High Net Worth..., Investment Advisory, Estate Planning, Investment Management, Asset Allocation, Alternative Investments, Securities, Series 63, Retirement Planning, Mutual Funds, Investment Strategies, Asset Management
Education
University of South Florida - College of Business Administration 1980 — 1984
Bachelor of Arts (B.A.), Business Managment
Stephen C. Visnovske's Morgan Stanley Private Bank, N.A. Experience May 2011 - Present
Job UltraHigh Net Worth Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Bank, N.A. May 2011 - Present
Skills
Real Estate, Real Estate Development, Wealth Management, Investments, Portfolio Management, Due Diligence, Mortgage Lending, Residential Homes, Negotiation, Banking, Financial Analysis, Valuation, Commercial Real Estate, Asset Managment, Financial Modeling, Asset Management, Series 7, Series 63
Education
Missouri State University 2000 — 2004
Bachelor of Science (B.S.)
College for Financial Planning
Risk Management Association
FINRA Licensed - Series 7, 63
Morgan Stanley Private Bank, N.A. May 2011 - Present
Skills
Real Estate, Real Estate Development, Wealth Management, Investments, Portfolio Management, Due Diligence, Mortgage Lending, Residential Homes, Negotiation, Banking, Financial Analysis, Valuation, Commercial Real Estate, Asset Managment, Financial Modeling, Asset Management, Series 7, Series 63
Education
Missouri State University 2000 — 2004
Bachelor of Science (B.S.)
College for Financial Planning
Risk Management Association
FINRA Licensed - Series 7, 63
Robert House's Morgan Stanley Private Bank, N.A. Experience May 2014 - Present
Job Executive Director Morgan Stanley Private Bank, N.A.
Industry Financial Services
Experience
Morgan Stanley Private Bank, N.A. May 2014 - Present
Brookhaven Bank June 2009 - May 2014
Merrill Lynch June 2004 - May 2009
UPS Capital 2002 - 2004
Skills
Commercial Lending, Treasury Management, Securities Lending, Financial Analysis, Finance, Credit Analysis, Banking, Commercial Banking, Financial Modeling, Asset Based Lending, Cash Management, Credit, Loans, Portfolio Management, Credit Risk, Underwriting
Education
University of Georgia - Terry College of Business 2000 — 2002
MBA, Accounting and Finance
Mercer University - Stetson School of Business and Economics 1994 — 1998
BBA, Finance
Morgan Stanley Private Bank, N.A. May 2014 - Present
Brookhaven Bank June 2009 - May 2014
Merrill Lynch June 2004 - May 2009
UPS Capital 2002 - 2004
Skills
Commercial Lending, Treasury Management, Securities Lending, Financial Analysis, Finance, Credit Analysis, Banking, Commercial Banking, Financial Modeling, Asset Based Lending, Cash Management, Credit, Loans, Portfolio Management, Credit Risk, Underwriting
Education
University of Georgia - Terry College of Business 2000 — 2002
MBA, Accounting and Finance
Mercer University - Stetson School of Business and Economics 1994 — 1998
BBA, Finance
Doreen Amado Collea's Morgan Stanley Private Bank, N.A. Experience April 2008 - Present
Job Executive Director, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Bank, N.A. April 2008 - Present
Citi 2003 - 2008
Skills
Capital Markets, Credit Risk, Credit Analysis, Portfolio Management, Banking, Credit, Risk Management, Financial Services, Loans, Financial Analysis, Finance, Financial Risk
Education
Le Moyne College
BA, Business, Finance, Marketing
Morgan Stanley Private Bank, N.A. April 2008 - Present
Citi 2003 - 2008
Skills
Capital Markets, Credit Risk, Credit Analysis, Portfolio Management, Banking, Credit, Risk Management, Financial Services, Loans, Financial Analysis, Finance, Financial Risk
Education
Le Moyne College
BA, Business, Finance, Marketing
Julie Troy Afzali's Morgan Stanley Private Bank, N.A. Experience July 2010 - January 2015
Job Executive Director, Head of Training, Private Banking Group at Morgan Stanley
Industry Management Consulting
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley Private Bank, N.A. July 2010 - January 2015
Dynamic Perspectives June 2009 - July 2010
Teachers College, Columbia University June 2002 - May 2010
UBS Wealth Management January 2008 - April 2009
UBS Wealth Management January 2007 - December 2008
UBS Wealth Management February 2004 - January 2007
UBS Wealth Management September 2002 - February 2004
Troy Associates March 2002 - September 2002
Prudential Financial January 2001 - March 2002
Skills
Leadership Development, Executive Coaching, Organizational..., Talent Management, Strategy, Coaching, Performance Management, Training, Executive Management, Change Management, Instructional Design, Employee Training, Program Management, Organizational..., Leadership
Education
Teachers College of Columbia University 1994 — 1998
M.A., Organizational Psychology
Middlebury College 1989 — 1993
B.A.
Mamaroneck High School
Morgan Stanley January 2015 - Present
Morgan Stanley Private Bank, N.A. July 2010 - January 2015
Dynamic Perspectives June 2009 - July 2010
Teachers College, Columbia University June 2002 - May 2010
UBS Wealth Management January 2008 - April 2009
UBS Wealth Management January 2007 - December 2008
UBS Wealth Management February 2004 - January 2007
UBS Wealth Management September 2002 - February 2004
Troy Associates March 2002 - September 2002
Prudential Financial January 2001 - March 2002
Skills
Leadership Development, Executive Coaching, Organizational..., Talent Management, Strategy, Coaching, Performance Management, Training, Executive Management, Change Management, Instructional Design, Employee Training, Program Management, Organizational..., Leadership
Education
Teachers College of Columbia University 1994 — 1998
M.A., Organizational Psychology
Middlebury College 1989 — 1993
B.A.
Mamaroneck High School
Mindy Smith's Morgan Stanley Private Bank, N.A. Experience October 2013 - Present
Job Experienced Senior Trust Officer actively seeking next career opportunity
Industry Financial Services
Experience
Morgan Stanley Private Bank, NA October 2013 - Present
Citibank, NA 2003 - 2013
HSBC 2000 - 2002
Republic National Bank 1998 - 2000
Marine Midland Bank 1986 - 1998
Skills
Estate Planning, Trust Services, Wealth Management, Trusts, Asset Management, Wealth Management..., Private Banking, High Net Worth..., Investments, Financial Services, Alternative Investments, Portfolio Management, Equities, FINRA, Retirement Planning
Education
Adelphi University
Paralegal Certificate, Trusts & Estates
State University of New York College at Brockport
Bachelor of Science (BS)
Morgan Stanley Private Bank, NA October 2013 - Present
Citibank, NA 2003 - 2013
HSBC 2000 - 2002
Republic National Bank 1998 - 2000
Marine Midland Bank 1986 - 1998
Skills
Estate Planning, Trust Services, Wealth Management, Trusts, Asset Management, Wealth Management..., Private Banking, High Net Worth..., Investments, Financial Services, Alternative Investments, Portfolio Management, Equities, FINRA, Retirement Planning
Education
Adelphi University
Paralegal Certificate, Trusts & Estates
State University of New York College at Brockport
Bachelor of Science (BS)
Ronald Bachrach's Morgan Stanley Private Bank, N.A. Experience January 2012 - June 2012
Job Trust & Estates Attorney/Wealth Management Consultant
Industry Banking
Experience
Morgan Stanley Private Bank, N.A. January 2012 - June 2012
JPMorgan-Private Client Services May 2005 - June 2010
Bachrach Financial Services January 2002 - April 2005
Guardian Trust Company December 2000 - December 2001
Citibank Private Bank January 1997 - November 2000
BUSINESS AND ESTATE PLANNING GROUPMutual of March 1990 - August 1996
Home Life Insurance Company October 1988 - March 1990
Sun & Bachrach Financial Services July 1987 - October 1988
Equitable April 1984 - June 1987
Law Office of Ronald Foreman September 1983 - December 1983
Skills
Capital Markets, Program Management, Estate Planning, Financial Services, Financial Risk, Wealth, Strategic Financial..., Tax, Employee Benefits, Trusts, Management, Investments, Wealth Management, Finance, Portfolio Management, Investment Management, Pensions, Wills, Financial Advisory, Fixed Income, Insurance, Asset Allocation, High Net Worth..., Fiduciary Management, Banking, Marketing, Financial Planners, Wealth Management..., Financial Planning
Education
The American College
Master of Science Management (MSM)
Golden Gate University, School of Law 1979 — 1982
Juris Doctor, JD
Binghamton University
Bachelor of Arts (BA), Political Science
Member-California and District of Columbia Bars
SUC Brockport
Morgan Stanley Private Bank, N.A. January 2012 - June 2012
JPMorgan-Private Client Services May 2005 - June 2010
Bachrach Financial Services January 2002 - April 2005
Guardian Trust Company December 2000 - December 2001
Citibank Private Bank January 1997 - November 2000
BUSINESS AND ESTATE PLANNING GROUPMutual of March 1990 - August 1996
Home Life Insurance Company October 1988 - March 1990
Sun & Bachrach Financial Services July 1987 - October 1988
Equitable April 1984 - June 1987
Law Office of Ronald Foreman September 1983 - December 1983
Skills
Capital Markets, Program Management, Estate Planning, Financial Services, Financial Risk, Wealth, Strategic Financial..., Tax, Employee Benefits, Trusts, Management, Investments, Wealth Management, Finance, Portfolio Management, Investment Management, Pensions, Wills, Financial Advisory, Fixed Income, Insurance, Asset Allocation, High Net Worth..., Fiduciary Management, Banking, Marketing, Financial Planners, Wealth Management..., Financial Planning
Education
The American College
Master of Science Management (MSM)
Golden Gate University, School of Law 1979 — 1982
Juris Doctor, JD
Binghamton University
Bachelor of Arts (BA), Political Science
Member-California and District of Columbia Bars
SUC Brockport
Maria Tashjian's Morgan Stanley Private Bank, N.A. Experience July 2010 - Present
Job Morgan Stanley Private Bank, N.A.
Industry Financial Services
Experience
Morgan Stanley Private Bank, N.A. July 2010 - Present
Banc of America Investments July 2006 - July 2010
Millennium Training Institute June 2003 - July 2006
Skills
Relationship Management, Management, Time Management, Leadership, Event Planning, Loans, Banking, Outlook, PowerPoint, Interviews, Project Management, Microsoft Excel, Teamwork, Research, Coaching, Microsoft Word, Training, Recruiting, Human Resources, Sales Operations, Finance, Marketing, Sales, Insurance, Team Building, Analysis
Education
University of Massachusetts 2010 — 2015
Bachelor's Degree
Middlesex Community College 2006 — 2010
AS
Morgan Stanley Private Bank, N.A. July 2010 - Present
Banc of America Investments July 2006 - July 2010
Millennium Training Institute June 2003 - July 2006
Skills
Relationship Management, Management, Time Management, Leadership, Event Planning, Loans, Banking, Outlook, PowerPoint, Interviews, Project Management, Microsoft Excel, Teamwork, Research, Coaching, Microsoft Word, Training, Recruiting, Human Resources, Sales Operations, Finance, Marketing, Sales, Insurance, Team Building, Analysis
Education
University of Massachusetts 2010 — 2015
Bachelor's Degree
Middlesex Community College 2006 — 2010
AS
Frank Zafran's Morgan Stanley Private Bank, N.A. Experience September 2011 - Present
Job Managing Director Head of Personal Trust Servcies at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Bank, NA September 2011 - Present
Morgan Stanley Smith Barney March 1979 - Present
Morgan Stanley Smith Barney February 2011 - September 2011
Morgan Stanley 1995 - 2009
Dean Witter Reynolds 1978 - 1985
Skills
Fixed Annuities, Series 24, Series 7, Series 63, Securities, Mutual Funds, Retirement Planning, Investments, Equities, Asset Managment, Wealth Management, Financial Services, Strategic Financial..., Risk Management, High Net Worth...
Education
City University of New York-Brooklyn College 1973 — 1978
B.S. Accounting, Economics
Bishop Ford 1969 — 1972
high school, College Prep
Morgan Stanley Private Bank, NA September 2011 - Present
Morgan Stanley Smith Barney March 1979 - Present
Morgan Stanley Smith Barney February 2011 - September 2011
Morgan Stanley 1995 - 2009
Dean Witter Reynolds 1978 - 1985
Skills
Fixed Annuities, Series 24, Series 7, Series 63, Securities, Mutual Funds, Retirement Planning, Investments, Equities, Asset Managment, Wealth Management, Financial Services, Strategic Financial..., Risk Management, High Net Worth...
Education
City University of New York-Brooklyn College 1973 — 1978
B.S. Accounting, Economics
Bishop Ford 1969 — 1972
high school, College Prep
Scott Barnett's Morgan Stanley Private Bank, N.A. Experience August 2009 - Present
Job Executive Director / Team Leader Head of Underwriting for Morgan Stanley Private Bank NA's Tailored Lending Group.
Industry Financial Services
Experience
Morgan Stanley Private Bank NA August 2009 - Present
Merrill Lynch June 2006 - June 2009
Merrill Lynch March 2004 - June 2006
People's Bank October 2002 - March 2004
Citizens Financial Group June 1999 - October 2002
BankBoston April 1995 - June 1999
Shawmut Bank April 1993 - April 1995
The Bank of New York September 1988 - April 1993
The Bank of New York June 1987 - September 1988
Skills
Banking, Credit, Credit Analysis, Finance, Financial Analysis, Loans, Management, Risk Management
Education
University of Connecticut 1989 — 1993
MBA, Finance
Skidmore College 1983 — 1987
Bachelors, Business
Morgan Stanley Private Bank NA August 2009 - Present
Merrill Lynch June 2006 - June 2009
Merrill Lynch March 2004 - June 2006
People's Bank October 2002 - March 2004
Citizens Financial Group June 1999 - October 2002
BankBoston April 1995 - June 1999
Shawmut Bank April 1993 - April 1995
The Bank of New York September 1988 - April 1993
The Bank of New York June 1987 - September 1988
Skills
Banking, Credit, Credit Analysis, Finance, Financial Analysis, Loans, Management, Risk Management
Education
University of Connecticut 1989 — 1993
MBA, Finance
Skidmore College 1983 — 1987
Bachelors, Business
James M Simon's Morgan Stanley Private Bank, N.A. Experience July 2013 - Present
Job Executive Director at Morgan Stanley
Industry Banking
Experience
Morgan Stanley Private Bank, N.A. July 2013 - Present
Citi Private Bank 1991 - July 2013
Skills
Retail Banking, Loans, Credit, Banking, Private Banking, Finance, Credit Analysis, Credit Risk, Commercial Lending, Team Building, Consumer Lending, Mortgage Lending, Mortgage Banking, Financial Risk, Business Planning, Small Business Lending, Underwriting, Due Diligence, Real Estate Economics, Refinance, Financial Services, Wealth Management
Education
Oglethorpe University
Morgan Stanley Private Bank, N.A. July 2013 - Present
Citi Private Bank 1991 - July 2013
Skills
Retail Banking, Loans, Credit, Banking, Private Banking, Finance, Credit Analysis, Credit Risk, Commercial Lending, Team Building, Consumer Lending, Mortgage Lending, Mortgage Banking, Financial Risk, Business Planning, Small Business Lending, Underwriting, Due Diligence, Real Estate Economics, Refinance, Financial Services, Wealth Management
Education
Oglethorpe University
Paul Sargis's Morgan Stanley Private Bank, N.A. Experience February 2014 - Present
Job Private Banker
Industry Banking
Experience
Morgan Stanley Private Bank, N.A. February 2014 - Present
Citibank February 2006 - February 2014
Merrill Lynch February 2001 - February 2006
BBVA Compass June 1998 - February 2001
Skills
Loans, Banking, Credit, Credit Analysis, Portfolio Management, Wealth Management, Investments, Financial Analysis, Derivatives, Asset Management, Securities, Series 7, Mergers & Acquisitions, Financial Structuring
Education
San Diego State University-California State University 1985 — 1989
Finance
Morgan Stanley Private Bank, N.A. February 2014 - Present
Citibank February 2006 - February 2014
Merrill Lynch February 2001 - February 2006
BBVA Compass June 1998 - February 2001
Skills
Loans, Banking, Credit, Credit Analysis, Portfolio Management, Wealth Management, Investments, Financial Analysis, Derivatives, Asset Management, Securities, Series 7, Mergers & Acquisitions, Financial Structuring
Education
San Diego State University-California State University 1985 — 1989
Finance
Tae Chang's Morgan Stanley Private Bank, N.A. Experience April 2011 - December 2011
Job Sales Support Desk Team Lead AVP Morgan Stanley Private Bank, N.A.
Industry Financial Services
Experience
Morgan Stanley Private Bank, N.A. April 2011 - December 2011
Hamilton Capital LLC June 2008 - April 2011
Bank of America December 2005 - March 2008
JP Morgan Chase May 2004 - December 2005
Wachovia, A Wells Fargo Company September 2002 - May 2004
AXA Advisors March 2002 - June 2002
Morganroth Forbes LLC November 1998 - March 2002
The Princeton Review November 1996 - October 1998
Education
Ithaca College 1992 — 1996
BS, International Business
Morgan Stanley Private Bank, N.A. April 2011 - December 2011
Hamilton Capital LLC June 2008 - April 2011
Bank of America December 2005 - March 2008
JP Morgan Chase May 2004 - December 2005
Wachovia, A Wells Fargo Company September 2002 - May 2004
AXA Advisors March 2002 - June 2002
Morganroth Forbes LLC November 1998 - March 2002
The Princeton Review November 1996 - October 1998
Education
Ithaca College 1992 — 1996
BS, International Business
barbara quevedo's Morgan Stanley Private Bank, N.A. Experience February 2007 - May 2012
Job Vice President, Comerica Bank & Trust NA
Industry Financial Services
Experience
Schulte Roth & Zabel LLP May 2012 - Present
Morgan Stanley Private Bank NA February 2007 - May 2012
Skills
Wealth Management..., Asset Management, Asset Allocation, Estate Planning, Trust Services, Mutual Funds, Investments, High Net Worth..., Financial Services, Capital Markets
Education
St. John's University 1985 — 1989
Bachelor of Science
Schulte Roth & Zabel LLP May 2012 - Present
Morgan Stanley Private Bank NA February 2007 - May 2012
Skills
Wealth Management..., Asset Management, Asset Allocation, Estate Planning, Trust Services, Mutual Funds, Investments, High Net Worth..., Financial Services, Capital Markets
Education
St. John's University 1985 — 1989
Bachelor of Science
Todd Brolin's Morgan Stanley Private Bank, N.A. Experience November 2009 - Present
Job Vice President at Morgan Stanley Private Bank, N.A.
Industry Banking
Experience
Morgan Stanley Private Bank, N.A. November 2009 - Present
Fiduciary Trust Company International July 2004 - November 2008
Merrill Lynch Trust Company June 1996 - July 2004
Skills
Wealth Management, Estate Planning, Trust Services, Risk Management, AML, Securities, Trusts, Mutual Funds, Alternative Investments, High Net Worth..., Wealth Management..., Asset Management, Investment Management, Asset Allocation, Private Banking, Investment Advisory, Investments, Financial Services, FINRA, Equities
Education
Widener University School of Law 1992 — 1995
Doctor of Law (J.D.)
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Bachelor of Arts (B.A.), History
Morgan Stanley Private Bank, N.A. November 2009 - Present
Fiduciary Trust Company International July 2004 - November 2008
Merrill Lynch Trust Company June 1996 - July 2004
Skills
Wealth Management, Estate Planning, Trust Services, Risk Management, AML, Securities, Trusts, Mutual Funds, Alternative Investments, High Net Worth..., Wealth Management..., Asset Management, Investment Management, Asset Allocation, Private Banking, Investment Advisory, Investments, Financial Services, FINRA, Equities
Education
Widener University School of Law 1992 — 1995
Doctor of Law (J.D.)
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
Bachelor of Arts (B.A.), History
Shawn Hapanowicz's Morgan Stanley Private Bank, N.A. Experience April 2011 - Present
Job Private Banker at Morgan Stanley Private Bank, N.A.
Industry Financial Services
Experience
Morgan Stanley Private Bank, N.A. April 2011 - Present
Wells Fargo Advisors March 2009 - March 2011
Wells Fargo Advisors November 2007 - February 2009
UBS May 2003 - October 2007
UPS Capital February 2002 - February 2003
UPS Capital October 2000 - February 2002
The Boston Company Asset Management, LLC 1994 - 2000
Education
Loyola University Maryland
Master's degree, Finance, General
Ithaca College 1986 — 1990
Bachelor's degree, International Business
Morgan Stanley Private Bank, N.A. April 2011 - Present
Wells Fargo Advisors March 2009 - March 2011
Wells Fargo Advisors November 2007 - February 2009
UBS May 2003 - October 2007
UPS Capital February 2002 - February 2003
UPS Capital October 2000 - February 2002
The Boston Company Asset Management, LLC 1994 - 2000
Education
Loyola University Maryland
Master's degree, Finance, General
Ithaca College 1986 — 1990
Bachelor's degree, International Business
Bob Kiepura's Morgan Stanley Private Bank, N.A. Experience March 2006 - Present
Job Mortgage Advisor at Morgan Stanley Private Bank NA
Industry Banking
Experience
Morgan Stanley Private Bank NA March 2006 - Present
American Home Finance May 2005 - October 2005
Kemper Mortgage December 2004 - March 2005
ITW Ramset 2002 - 2003
Crate & Barrel 2000 - 2001
Skills
Customer Experience, Residential Mortgages, RPG III, Mortgage Lending, Mortgage Industry
Education
Calumet College of Saint Joseph
Training Systems Institute
Certificate, Computer programming
Morgan Stanley Private Bank NA March 2006 - Present
American Home Finance May 2005 - October 2005
Kemper Mortgage December 2004 - March 2005
ITW Ramset 2002 - 2003
Crate & Barrel 2000 - 2001
Skills
Customer Experience, Residential Mortgages, RPG III, Mortgage Lending, Mortgage Industry
Education
Calumet College of Saint Joseph
Training Systems Institute
Certificate, Computer programming
Antonio Martins, CFA's Morgan Stanley Private Bank, N.A. Experience August 2011 - December 2013
Job
Industry Investment Management
Experience
Capital One December 2013 - Present
Morgan Stanley Private Bank, NA August 2011 - December 2013
Legg Mason Investment Counsel August 2006 - July 2011
Legg Mason Wood Walker March 2004 - July 2005
NASD March 2003 - March 2004
Deutsche Bank Alex. Brown September 2000 - October 2002
Deutsche Bank Alex. Brown January 2000 - September 2000
Skills
Series 7, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Equities, Fixed Income, Investments, Portfolio Management, Securities, Trading, Wealth Management, Hedge Funds, Mutual Funds, Investment Management, Financial Analysis, Series 63
Education
Loyola College in Maryland 1996 — 2000
Bachelor of Business Administration, International Business
Centereach High School 1993 — 1996
Capital One December 2013 - Present
Morgan Stanley Private Bank, NA August 2011 - December 2013
Legg Mason Investment Counsel August 2006 - July 2011
Legg Mason Wood Walker March 2004 - July 2005
NASD March 2003 - March 2004
Deutsche Bank Alex. Brown September 2000 - October 2002
Deutsche Bank Alex. Brown January 2000 - September 2000
Skills
Series 7, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Equities, Fixed Income, Investments, Portfolio Management, Securities, Trading, Wealth Management, Hedge Funds, Mutual Funds, Investment Management, Financial Analysis, Series 63
Education
Loyola College in Maryland 1996 — 2000
Bachelor of Business Administration, International Business
Centereach High School 1993 — 1996