Steward Partners Global Advisory
Address: 29 Maplewood Ave, Portsmouth, NH 03801 Phone: (603) 427-8855Website: : : : : Place name: : : Category: Hours: Website: http://www.stewardpartners.com/ Category: Finance broker Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Steward Partners Global Advisory Posting publicly on the Web Write a review Reviews Be the first to review
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Steward Partners Global Advisory Employees
Steward Partners Global Advisory May 2014 - Present
Morgan Stanley Smith Barney July 2003 - May 2014
Morgan Stanley Smith Barney 2007 - 2011
Merrill Lynch June 1993 - July 2003
Skills
Finance, Wealth Management..., Bonds, Fixed Income, Financial Services, Fixed Annuities, Wealth, High Net Worth..., Hedge Funds, Options, Financial Planners, Capital Markets
Education
Siena College 1991 — 1993
Bachelor of Science, Finance
SUNY Plattsburgh 1989 — 1991
Accounting and Finance
Steward Partners Global Advisory June 2014 - Present
ARCHBISHOP CARROLL HIGH SCHOOL June 2014 - Present
The Basketball Group January 2013 - Present
Enterprise Rent-A-Car May 2013 - May 2014
Pace University May 2010 - May 2014
Skills
Service Delivery, Typing, Web Design, Microsoft Word, Microsoft Excel, Balance Sheet, Income Statement, Cash Flow, Securities, Training, Insurance, Customer Service, PowerPoint, Microsoft Office, Management, Leadership, Social Media, Social Networking, Public Speaking, Event Planning, Marketing, Sales, Time Management, Fundraising, Finance, Facebook, Social Media Marketing, Research, Coaching
Education
Pace University - Lubin School of Business 2010 — 2014
Bachelor's degree, Finance, General
Steward Partners Global Advisory June 2015 - Present
Steward Partners Holdings January 2014 - Present
Morgan Stanley November 2012 - December 2013
Morgan Stanley Smith Barney November 2005 - November 2012
Legg Mason January 2000 - November 2005
Legg Mason November 1992 - January 2000
Skills
Wealth Management, Strategy, Investments, Financial Advisory, Management, Mutual Funds, Financial Analysis, Retirement Planning, Portfolio Management, Series 65, Asset Allocation, Team Consultant
Education
Towson University 1988 — 1992
BS, Finance and Accounting
Towson University 1986 — 1991
Bachelor's degree, Accounting and Finance
Steward Partners Global Advisory 2013 - Present
Education
Lasell College 2012 — 2017
Finance, General, Junior
Steward Partners Global Advisory March 2015 - Present
Morgan Stanley August 2013 - March 2015
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Java, Social Media, Public Speaking, SQL, English, HTML, Accounting, C++, Windows, Photoshop, Team Leadership, Financial Modeling, Analysis
Education
The George Washington University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
The George Washington University - School of Business 2009 — 2013
Bachelor of Business Administration, Finance
The Pomfret School 2006 — 2009
High School, High School/Secondary Diplomas and Certificates
Morgan Stanley January 2015 - Present
Steward Partners Global Advisory August 2013 - Present
Washington Wealth Management December 2010 - March 2013
2009 - 2010 October 2009 - June 2010
Morgan Stanley January 2005 - October 2009
Morgan Stanley January 2000 - January 2005
Morgan Stanley Group, Inc May 1998 - January 2000
Merrill Lynch March 1996 - May 1998
Merrill Lynch January 1993 - January 1996
Merrill Lynch January 1991 - January 1993
Education
George Mason University
Steward Partners Global Advisory May 2014 - Present
Morgan Stanley Wealth Management May 2006 - May 2014
Education
University of Maryland College Park 1999 — 2002
BS, Finance and Economics
Steward Partners Global Advisory 2014 — Present
Citi 2011 — 2014
Morgan Stanley Smith Barney/Citi Smith Barney 2002 — 2011
Smith Barney 2000 — 2002
Smith Barney 1999 — 2000
Smith Barney 1996 — 1999
Smith Barney 1995 — 1996
Skills
Financial Services, Product Management, Strategic Financial..., Management, Series 7, Financial Advisory, Portfolio Management, Securities, E-Learning, Fixed Income, Mutual Funds, Series 24, New Business Development, Customer Experience, Business Development, Wealth Management, Marketing, Strategic Planning, Investments, Customer Experience..., Risk Management, Equities, Asset Allocation, Leadership, Business Strategy, Private Banking, Global Management, Global Operations, RIA, Strategy, Technology..., Business Management, Client Experience, Global Business...
Education
Lehigh University - College of Business and Economics 1991 — 1995
BS, Finance
Dwight Englewood School 1985 — 1991
All
Steward Partners Global Advisory December 2014 - Present
Morgan Stanley April 2007 - 2013
Education
Troy University
Master of Business Administration (M.B.A.)
University of Alaska Fairbanks
Bachelor's Degree
Steward Partners Global Advisory November 2014 - Present
Fleishman Hillard March 2012 - Present
OceanPoint Financial Partners April 2013 - Present
The Carnegie Corporation of New York March 2013 - Present
The Carnegie Corporation of New York March 2012 - March 2013
The New York Times Company December 2003 - December 2011
Skills
Publishing, Copy Editing, Editorial, Advertising, Magazines, Blogging, Marketing Communications, Social Media Marketing, Copywriting, Journalism, Online Advertising, Proofreading, InDesign, Books, Digital Media, Graphic Design, Marketing, Digital Marketing, Account Management, Creative Writing
Education
Amos Tuck Dartmouth (Executive Education) 1996 — 1996
Executive Education
Salve Regina University 1968 — 1972
Bachelor of Arts (B.A.), English Literature, cum laude