Dean Witter/Morgan Stanley
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Dean Witter/Morgan Stanley Employees
Employee
Years
Job
Industry
Dawn Marie Walker Dawn Marie Walker's Dean Witter/Morgan Stanley Experience July 1985 - May 1997
Job Client Associate at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management April 2015 - Present
Cheevers, Hand & Angeline August 2002 - April 2015
Morgan Stanley May 1997 - August 2002
Dean Witter/Morgan Stanley July 1985 - May 1997
Skills
Investments, Finance, Life Insurance, Series 7, Retirement Planning, Mutual Funds, Wealth Management, Equities, Portfolio Management, Asset Management, Series 63, Fixed Income, Securities, Investment Advisory, Asset Allocation, Retirement, Alternative Investments, Investment Strategies, Strategic Financial..., Investment Banking
Education
East Stroudsburg University of Pennsylvania 1978 — 1982
Bachelor of Arts (BA), Communication and Media Studies
Susquehanna Community HIgh School 1974 — 1978
Merrill Lynch Wealth Management April 2015 - Present
Cheevers, Hand & Angeline August 2002 - April 2015
Morgan Stanley May 1997 - August 2002
Dean Witter/Morgan Stanley July 1985 - May 1997
Skills
Investments, Finance, Life Insurance, Series 7, Retirement Planning, Mutual Funds, Wealth Management, Equities, Portfolio Management, Asset Management, Series 63, Fixed Income, Securities, Investment Advisory, Asset Allocation, Retirement, Alternative Investments, Investment Strategies, Strategic Financial..., Investment Banking
Education
East Stroudsburg University of Pennsylvania 1978 — 1982
Bachelor of Arts (BA), Communication and Media Studies
Susquehanna Community HIgh School 1974 — 1978
Donald Pullen Donald Pullen's Dean Witter/Morgan Stanley Experience January 1980 - March 1997
Job Experienced Analyst
Industry Financial Services
Experience
Comcast Cable October 2006 - December 2011
LaSalle Futures January 2002 - October 2006
Mann Finance UK Ltd. March 1997 - February 2002
Dean Witter/Morgan Stanley January 1980 - March 1997
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Video Production, Market Analysis, Project Management, Customer Service, Team Leadership, Virtual Teams, Motivated self-starter, Friendly Personality, Dependable Team Player, Computer Proficiency, Microsoft Publisher, Web Design
Education
Chicago State University
Business Administration and Accounting
Comcast Cable October 2006 - December 2011
LaSalle Futures January 2002 - October 2006
Mann Finance UK Ltd. March 1997 - February 2002
Dean Witter/Morgan Stanley January 1980 - March 1997
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Video Production, Market Analysis, Project Management, Customer Service, Team Leadership, Virtual Teams, Motivated self-starter, Friendly Personality, Dependable Team Player, Computer Proficiency, Microsoft Publisher, Web Design
Education
Chicago State University
Business Administration and Accounting
Wayne Ribnick Wayne Ribnick's Dean Witter/Morgan Stanley Experience December 1995 - July 1999
Job President at Malibu Capital Management, Inc.
Industry Financial Services
Experience
Malibu Capital Management, Inc. November 2004 - Present
Wachovia Securities July 1999 - November 2004
Dean Witter/Morgan Stanley December 1995 - July 1999
Skills
Financial Services
Education
San Jose State University 1969 — 1974
Batchlor or Arts, Political Science and Government
Birmingham High School 1966 — 1969
Malibu Capital Management, Inc. November 2004 - Present
Wachovia Securities July 1999 - November 2004
Dean Witter/Morgan Stanley December 1995 - July 1999
Skills
Financial Services
Education
San Jose State University 1969 — 1974
Batchlor or Arts, Political Science and Government
Birmingham High School 1966 — 1969
Clay McConnell Clay McConnell's Dean Witter/Morgan Stanley Experience 1994 - 2000
Job Financial Advisor at Wells Fargo Advisors, LLC. First Vice PresidentInvestments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2000 - Present
Dean Witter/Morgan Stanley 1994 - 2000
Skills
401(k) Rollovers, Estate Investment..., Investment Planning, Retirement Planning, Tax Efficient Strategies, Insurance, Risk Management, Wealth Preservation..., Retirement-Plan...
Education
Mississippi State University 1971 — 1975
Bachelor's Degree
Wells Fargo Advisors, LLC August 2000 - Present
Dean Witter/Morgan Stanley 1994 - 2000
Skills
401(k) Rollovers, Estate Investment..., Investment Planning, Retirement Planning, Tax Efficient Strategies, Insurance, Risk Management, Wealth Preservation..., Retirement-Plan...
Education
Mississippi State University 1971 — 1975
Bachelor's Degree
Barbara Burns Barbara Burns's Dean Witter/Morgan Stanley Experience 1997 - 1998
Job Sr Analyst at ERECEIVABLES INC
Industry Hospital & Health Care
Experience
eReceivables INC August 2004 - Present
ChapmanSchewe Benefits Consulting 2000 - 2004
Foundation Health/HealthNet 1998 - 2000
Dean Witter.Morgan Stanley 1997 - 1998
Bankers Life and Casualty Company 1995 - 1997
JOHN ALDEN LIFE INSURANCE 1992 - 1995
Empire Blue Cross and Blue Shield of NY 1990 - 1992
Equitable life/Equicor/CIGNA 1986 - 1990
Lester Schwab Katz & Dwyer 1984 - 1986
US Army 1977 - 1982
Skills
Microsoft Excel, Negotiation, Contract Negotiation, Strategic Planning, Team Building, Workshop Facilitation, Employee Training, Proposal Writing, Report Writing, Claims Resolution, Consulting, Mentoring, Analysis, Team Leadership, Leadership Development, Account Management, Project Management, Training, Leadership, Policy, Employee Benefits, Management
Education
Adelphi University 1993 — 1994
ABA PARALEGAL CERTIFICATE IN LITIGATION, Paralegal Studies, Honors in Legal Research
Defense Language Institute 1981 — 1982
Beginning Language Program, Korean Language and Culture, 91
Teachers College of Columbia University 1974 — 1975
MS Program - did not graduate, Health Services Administration, 3.8
LIU Brooklyn 1969 — 1973
Bachelor of Science (BS), Health and Physical Education/Fitness, 3.21
eReceivables INC August 2004 - Present
ChapmanSchewe Benefits Consulting 2000 - 2004
Foundation Health/HealthNet 1998 - 2000
Dean Witter.Morgan Stanley 1997 - 1998
Bankers Life and Casualty Company 1995 - 1997
JOHN ALDEN LIFE INSURANCE 1992 - 1995
Empire Blue Cross and Blue Shield of NY 1990 - 1992
Equitable life/Equicor/CIGNA 1986 - 1990
Lester Schwab Katz & Dwyer 1984 - 1986
US Army 1977 - 1982
Skills
Microsoft Excel, Negotiation, Contract Negotiation, Strategic Planning, Team Building, Workshop Facilitation, Employee Training, Proposal Writing, Report Writing, Claims Resolution, Consulting, Mentoring, Analysis, Team Leadership, Leadership Development, Account Management, Project Management, Training, Leadership, Policy, Employee Benefits, Management
Education
Adelphi University 1993 — 1994
ABA PARALEGAL CERTIFICATE IN LITIGATION, Paralegal Studies, Honors in Legal Research
Defense Language Institute 1981 — 1982
Beginning Language Program, Korean Language and Culture, 91
Teachers College of Columbia University 1974 — 1975
MS Program - did not graduate, Health Services Administration, 3.8
LIU Brooklyn 1969 — 1973
Bachelor of Science (BS), Health and Physical Education/Fitness, 3.21
Steven Lindenfeld Steven Lindenfeld's Dean Witter/Morgan Stanley Experience May 1997 - August 1998
Job Executive Director/Tutor at Better Grades Connection Owner Operator at Steve's Innovative Fitness
Industry Primary/Secondary Education
Experience
Steve's Innovative Fitness January 2013 - Present
Better Grades Connection January 2013 - Present
Math Tutor September 2004 - Present
Independent Personal Trainer September 2002 - Present
Long Island 2007 - 2012
Hauppauge UFSD November 2006 - July 2007
H Frank Carey HS September 2002 - November 2006
Valley Stream South HS September 1999 - June 2002
John Adams HS NYCDOE September 1998 - June 1999
Dean Witter/Morgan Stanley May 1997 - August 1998
Skills
School/District..., Online/Virtual/Blended..., Math teacher, Accountant, Personal Trainer, Tutor, School Finance, Educational Consultant, Mathematics Education, Educational Leadership, Education, Teacher Training, Teaching, Strength Training, Personal Training, Nutritional Counseling, Fitness Training, Fitness, Nutrition, Weight Training
Education
The College of Saint Rose 2005 — 2006
Certificate, School Administration/Supervision
Long Island University, C.W. Post Campus 1999 — 2002
Master of Science (MS), Math Education
Queens College 1993 — 1997
Bachelor of Arts (BA), Accounting
Steve's Innovative Fitness January 2013 - Present
Better Grades Connection January 2013 - Present
Math Tutor September 2004 - Present
Independent Personal Trainer September 2002 - Present
Long Island 2007 - 2012
Hauppauge UFSD November 2006 - July 2007
H Frank Carey HS September 2002 - November 2006
Valley Stream South HS September 1999 - June 2002
John Adams HS NYCDOE September 1998 - June 1999
Dean Witter/Morgan Stanley May 1997 - August 1998
Skills
School/District..., Online/Virtual/Blended..., Math teacher, Accountant, Personal Trainer, Tutor, School Finance, Educational Consultant, Mathematics Education, Educational Leadership, Education, Teacher Training, Teaching, Strength Training, Personal Training, Nutritional Counseling, Fitness Training, Fitness, Nutrition, Weight Training
Education
The College of Saint Rose 2005 — 2006
Certificate, School Administration/Supervision
Long Island University, C.W. Post Campus 1999 — 2002
Master of Science (MS), Math Education
Queens College 1993 — 1997
Bachelor of Arts (BA), Accounting
Caleb Lawrence's Dean Witter/Morgan Stanley Experience August 1996 - July 1997
Job CEO/RIA at Caleb Lawrence RIA Inc.
Industry Financial Services
Experience
KPYG 94.9 FM, San Luis Obispo, CA January 2004 - Present
KPIG 107.5 FM Freedom, California January 2000 - Present
Caleb Lawrence RIA Inc. January 1998 - Present
KPIG AM 1510 kHz, San Franciso Bay Area, CA January 2005 - August 2010
KZAP FM 96.7Paradise/Chico, CA January 2007 - May 2010
Municipal Comunity Education January 1999 - December 2004
Dean Witter/Morgan Stanley August 1996 - July 1997
Skills
Radio Broadcasting, Radio Producing, Radio Host, Scuba Diving, Blogging, Television, IT Management, Adult Education, Coaching, Social Networking, Leadership Development, Public Speaking, Adobe Audition, Radio, Editing, Social Media, Team Building, Customer Service, Public Relations, Event Planning, Leadership
Education
Cabrillo College 1984 — 1987
General
KPYG 94.9 FM, San Luis Obispo, CA January 2004 - Present
KPIG 107.5 FM Freedom, California January 2000 - Present
Caleb Lawrence RIA Inc. January 1998 - Present
KPIG AM 1510 kHz, San Franciso Bay Area, CA January 2005 - August 2010
KZAP FM 96.7Paradise/Chico, CA January 2007 - May 2010
Municipal Comunity Education January 1999 - December 2004
Dean Witter/Morgan Stanley August 1996 - July 1997
Skills
Radio Broadcasting, Radio Producing, Radio Host, Scuba Diving, Blogging, Television, IT Management, Adult Education, Coaching, Social Networking, Leadership Development, Public Speaking, Adobe Audition, Radio, Editing, Social Media, Team Building, Customer Service, Public Relations, Event Planning, Leadership
Education
Cabrillo College 1984 — 1987
General
Skip Slack Skip Slack's Dean Witter/Morgan Stanley Experience March 1984 - December 1990
Job Southern California Sales Manager Green Engineering Solar Corp.
Industry Renewables & Environment
Experience
Independent Solar Consultant July 2015 - Present
Fullerton Chamber of Commerce July 2014 - Present
Green Engineering Solar Corp. September 2014 - May 2015
"Solar Skip" Slack June 2012 - September 2014
Eoplly New Energy Co., Ltd April 2012 - June 2012
Verengo Solar Plus November 2010 - April 2012
Skip's Boat & Yacht Sales January 1997 - August 2010
Leon;s Interiors January 1990 - November 1995
Dean Witter/Morgan Stanley March 1984 - December 1990
Skills
Solar, Team Building, Customer Relations, Photovoltaics, PV Solar Installation..., Current CA RE License, Direct Marketing, Product Marketing, Solar Energy, Customer Service, Cleantech, Alternative Energy, Energy Efficiency, Renewable Energy, Sales, Solar PV, Sales Operations, Sales Management, Business Planning, Business Strategy, Strategic Planning, New Business Development, Product Development, Contract Negotiation, Marketing Strategy, Negotiation, Manufacturing, Solar Power, Leadership, Business Development, Energy, Solar Thermal, Start-ups, Sustainable Energy, Energy Conservation, Energy Audits, Sustainability, Green Technology, Wind, Energy Management, Energy Policy, Carbon, Sustainable Business, Sustainability..., Clean Technology, Project Finance, Biomass, Wind Turbines, Strategy, Green Building
Education
UCSB 1975 — 1977
graduate school, Economics
San Diego State University-California State University 1971 — 1975
BA, Economics
Independent Solar Consultant July 2015 - Present
Fullerton Chamber of Commerce July 2014 - Present
Green Engineering Solar Corp. September 2014 - May 2015
"Solar Skip" Slack June 2012 - September 2014
Eoplly New Energy Co., Ltd April 2012 - June 2012
Verengo Solar Plus November 2010 - April 2012
Skip's Boat & Yacht Sales January 1997 - August 2010
Leon;s Interiors January 1990 - November 1995
Dean Witter/Morgan Stanley March 1984 - December 1990
Skills
Solar, Team Building, Customer Relations, Photovoltaics, PV Solar Installation..., Current CA RE License, Direct Marketing, Product Marketing, Solar Energy, Customer Service, Cleantech, Alternative Energy, Energy Efficiency, Renewable Energy, Sales, Solar PV, Sales Operations, Sales Management, Business Planning, Business Strategy, Strategic Planning, New Business Development, Product Development, Contract Negotiation, Marketing Strategy, Negotiation, Manufacturing, Solar Power, Leadership, Business Development, Energy, Solar Thermal, Start-ups, Sustainable Energy, Energy Conservation, Energy Audits, Sustainability, Green Technology, Wind, Energy Management, Energy Policy, Carbon, Sustainable Business, Sustainability..., Clean Technology, Project Finance, Biomass, Wind Turbines, Strategy, Green Building
Education
UCSB 1975 — 1977
graduate school, Economics
San Diego State University-California State University 1971 — 1975
BA, Economics
Carline Nazaire-Lubin's Dean Witter/Morgan Stanley Experience 2000 - 2007
Job Space Planner/Move Coordinator
Industry Facilities Services
Experience
BRG June 2011 - Present
The Guardian Life Insurance Company of America 2008 - 2011
Dean Witter/Morgan Stanley 2000 - 2007
J.P. Morgan 1993 - 1998
Education
New York Institute of Technology 1993 — 1997
B.S., Architectural Technology
Lafayette High School
BRG June 2011 - Present
The Guardian Life Insurance Company of America 2008 - 2011
Dean Witter/Morgan Stanley 2000 - 2007
J.P. Morgan 1993 - 1998
Education
New York Institute of Technology 1993 — 1997
B.S., Architectural Technology
Lafayette High School
John P. (Jack) Trainor's Dean Witter/Morgan Stanley Experience 1989 - 2002
Job Sales Professional
Industry Medical Devices
Experience
Harbour Capital Corporation 2005 - 2012
Oppenheimer & Co. 2002 - 2005
Dean Witter/Morgan Stanley 1989 - 2002
Signal Capital Corporation 1986 - 1989
United States Military Academy 1977 - 1986
Skills
Cold Calling, Direct Sales, Sales
Education
Indiana University Bloomington 1976 — 1977
Master of Science (MS), Sports Medicine
Springfield College 1971 — 1975
Bachelor of Science (BS), Physical Education
Harbour Capital Corporation 2005 - 2012
Oppenheimer & Co. 2002 - 2005
Dean Witter/Morgan Stanley 1989 - 2002
Signal Capital Corporation 1986 - 1989
United States Military Academy 1977 - 1986
Skills
Cold Calling, Direct Sales, Sales
Education
Indiana University Bloomington 1976 — 1977
Master of Science (MS), Sports Medicine
Springfield College 1971 — 1975
Bachelor of Science (BS), Physical Education
Kenneth N Shortlidge's Dean Witter/Morgan Stanley Experience May 1983 - October 2003
Job Financial Advisor at Aegis Capital
Industry Financial Services
Experience
Aegis Capital October 2010 - Present
Dean Witter/Morgan Stanley May 1983 - October 2003
Skills
Asset Allocation, Portfolio Management, Strategic Financial..., Investment Strategies, Investment Advisory, Alternative Investments
Education
American University 1968 — 1969
Master of Business Administration (MBA), Finance, General, Who knows, I graduated.0
Aegis Capital October 2010 - Present
Dean Witter/Morgan Stanley May 1983 - October 2003
Skills
Asset Allocation, Portfolio Management, Strategic Financial..., Investment Strategies, Investment Advisory, Alternative Investments
Education
American University 1968 — 1969
Master of Business Administration (MBA), Finance, General, Who knows, I graduated.0