Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Jennifer Frock Jennifer Frock's Morgan Stanley Experience January 2002 - March 2003
Job Loan Officer at MidAtlantic Farm Credit
Industry Financial Services
Experience
MidAtlantic Farm Credit, ACA March 2003 - Present
T & J Farms January 1999 - Present
Morgan Stanley January 2002 - March 2003
Skills
Credit, Loans, New Business Development, Banking, Strategic Financial..., Sales, Commercial Lending, Marketing, Underwriting, Risk Management, Strategic Planning, Agriculture, Marketing Strategy, Marketing Communications, Leadership Development
Education
Salisbury University - Perdue School of Business 1997 — 2002
B.S., Business Administration
Wor-Wic Community College 1994 — 1997
Associate of Arts, Legal Office Technology
MidAtlantic Farm Credit, ACA March 2003 - Present
T & J Farms January 1999 - Present
Morgan Stanley January 2002 - March 2003
Skills
Credit, Loans, New Business Development, Banking, Strategic Financial..., Sales, Commercial Lending, Marketing, Underwriting, Risk Management, Strategic Planning, Agriculture, Marketing Strategy, Marketing Communications, Leadership Development
Education
Salisbury University - Perdue School of Business 1997 — 2002
B.S., Business Administration
Wor-Wic Community College 1994 — 1997
Associate of Arts, Legal Office Technology
Amanda Potter Amanda Potter's Morgan Stanley Experience June 2012 - August 2012
Job Administrative Assistant at San Diego University for Integrative Studies
Industry Public Relations and Communications
Experience
San Diego University for Integrative Studies August 2015 - Present
Walt Disney World August 2014 - January 2015
Alternative Strategies September 2013 - December 2013
Morgan Stanley June 2012 - August 2012
Superstar Gymnastics March 2012 - May 2012
Oaklandish June 2011 - August 2011
Jamba Juice July 2008 - March 2009
Skills
Social Media, Facebook, Social Networking, Microsoft Word, Public Relations, Microsoft Excel, Public Speaking, Creative Writing, Communication Skills, Interpersonal Skills, Event Planning, Customer Satisfaction, Blogging, Organization Skills, Leadership, Social Media..., Customer Relations, Social Media Marketing, Time Management, Editing, Writing, Project Management, Microsoft Office, Cashiering, Food & Beverage, Food Safety, Food Preparation, Food Quality, Customer Service, Customer Engagement, Cash Handling, Cash Register, Teamwork, PowerPoint, Marketing, Fundraising
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Arts (B.A.), Communication, General and Sociology
FIE: Foundation for International Education
London, England
San Diego University for Integrative Studies August 2015 - Present
Walt Disney World August 2014 - January 2015
Alternative Strategies September 2013 - December 2013
Morgan Stanley June 2012 - August 2012
Superstar Gymnastics March 2012 - May 2012
Oaklandish June 2011 - August 2011
Jamba Juice July 2008 - March 2009
Skills
Social Media, Facebook, Social Networking, Microsoft Word, Public Relations, Microsoft Excel, Public Speaking, Creative Writing, Communication Skills, Interpersonal Skills, Event Planning, Customer Satisfaction, Blogging, Organization Skills, Leadership, Social Media..., Customer Relations, Social Media Marketing, Time Management, Editing, Writing, Project Management, Microsoft Office, Cashiering, Food & Beverage, Food Safety, Food Preparation, Food Quality, Customer Service, Customer Engagement, Cash Handling, Cash Register, Teamwork, PowerPoint, Marketing, Fundraising
Education
San Diego State University-California State University 2010 — 2014
Bachelor of Arts (B.A.), Communication, General and Sociology
FIE: Foundation for International Education
London, England
Aaron Pottichen, CRPC, CRPS Aaron Pottichen, CRPC, CRPS's Morgan Stanley Experience May 2007 - June 2008
Job Retirement Plan Consultant at CLS Partners Retirement Services
Industry Financial Services
Experience
CLS Partners Retirement Services August 2012 - Present
Merrill Lynch July 2008 - August 2012
Morgan Stanley May 2007 - June 2008
California State Assembly February 2005 - December 2006
Wells Fargo Private Client Services May 2004 - January 2005
Education
San Diego State University-California State University 1999 — 2002
Bachelor's of Science
CLS Partners Retirement Services August 2012 - Present
Merrill Lynch July 2008 - August 2012
Morgan Stanley May 2007 - June 2008
California State Assembly February 2005 - December 2006
Wells Fargo Private Client Services May 2004 - January 2005
Education
San Diego State University-California State University 1999 — 2002
Bachelor's of Science
Carrie Stewart Carrie Stewart's Morgan Stanley Experience November 1999 - September 2001
Job Rental Manager at RWC Idealease
Industry Transportation/Trucking/Railroad
Experience
RWC Group - Idealease May 2015 - Present
CENTURY 21 Arizona Foothills July 2013 - May 2015
Avis Budget Group December 2005 - November 2012
Morgan Stanley November 1999 - September 2001
Ryder System, Inc. 1994 - 1999
Skills
First Time Home Buyers, Foreclosures, New Home Sales, Short Sales, REO, Referrals, Real Estate, Relocation, Buyer Representation, Sellers, Real Estate Transactions, Marketing, Customer Service, Investment Properties, Sales
Education
San Diego State University-California State University 1988 — 1993
Bachelor of Science (B.S.), Psychology
RWC Group - Idealease May 2015 - Present
CENTURY 21 Arizona Foothills July 2013 - May 2015
Avis Budget Group December 2005 - November 2012
Morgan Stanley November 1999 - September 2001
Ryder System, Inc. 1994 - 1999
Skills
First Time Home Buyers, Foreclosures, New Home Sales, Short Sales, REO, Referrals, Real Estate, Relocation, Buyer Representation, Sellers, Real Estate Transactions, Marketing, Customer Service, Investment Properties, Sales
Education
San Diego State University-California State University 1988 — 1993
Bachelor of Science (B.S.), Psychology
David Del Grosso David Del Grosso's Morgan Stanley Experience January 2006 - May 2006
Job Institutional Client Advisor at PNC
Industry Investment Management
Experience
PNC April 2014 - Present
J.P. Morgan October 2009 - March 2014
J.P. Morgan June 2007 - October 2009
Edward Jones September 2006 - December 2006
Morgan Stanley January 2006 - May 2006
Skills
Equities, Financial Services, Fixed Income, Investment Strategies, Investments, Portfolio Management, Alternative Investments, Asset Management, Bloomberg
Education
Salisbury University - Perdue School of Business 2003 — 2007
Finance, Investments
PNC April 2014 - Present
J.P. Morgan October 2009 - March 2014
J.P. Morgan June 2007 - October 2009
Edward Jones September 2006 - December 2006
Morgan Stanley January 2006 - May 2006
Skills
Equities, Financial Services, Fixed Income, Investment Strategies, Investments, Portfolio Management, Alternative Investments, Asset Management, Bloomberg
Education
Salisbury University - Perdue School of Business 2003 — 2007
Finance, Investments
Lee Barbosa's Morgan Stanley Experience January 2013 - June 2014
Job Account Development Manager Adobe
Industry Computer Software
Experience
Adobe May 2014 - Present
Morgan Stanley January 2013 - June 2014
Acronis February 2012 - December 2012
Metaltecnica Industrial Ltda 2010 - 2012
Wells Fargo 2007 - 2010
Rio Lacre Enterprises 2001 - 2005
Skills
Solution Selling, Account Management, Salesforce.com, Enterprise Software, Lead Generation, Sales Process, Cloud Computing, Sales Management, Direct Sales, New Business Development, Sales
Education
University of Utah 2007 — 2009
International Studies BA, Business emphasis.
Salt Lake Community College 2005 — 2007
Associates of Science Degree
University of Facisa 2003 — 2004
Bachelor of Business Administration (BBA), Studied Business Administration
Adobe May 2014 - Present
Morgan Stanley January 2013 - June 2014
Acronis February 2012 - December 2012
Metaltecnica Industrial Ltda 2010 - 2012
Wells Fargo 2007 - 2010
Rio Lacre Enterprises 2001 - 2005
Skills
Solution Selling, Account Management, Salesforce.com, Enterprise Software, Lead Generation, Sales Process, Cloud Computing, Sales Management, Direct Sales, New Business Development, Sales
Education
University of Utah 2007 — 2009
International Studies BA, Business emphasis.
Salt Lake Community College 2005 — 2007
Associates of Science Degree
University of Facisa 2003 — 2004
Bachelor of Business Administration (BBA), Studied Business Administration
Jared Greco's Morgan Stanley Experience December 2014 - Present
Job Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley December 2014 - Present
Morgan Stanley November 2014 - Present
Morgan Stanley February 2012 - November 2014
American Express August 2011 - October 2011
WorldVentures August 2008 - September 2011
John Thomas Financial November 2010 - February 2011
United First Financial October 2008 - September 2010
Fetzers Inc December 2006 - December 2007
Skills
Investments, Financial Services, Management, Sales, Microsoft Excel, Team Building, Stock Market, Equity Trading, Personal Finance, Operational Efficiency, Microsoft Word, Sales Management, Series 7, Stock Trading, Series 63, Leadership Development, Business Networking, Strategic Investment..., Real Estate Investing, International Sales, Team Leadership, Team Management, Adept problem-solver, FINRA, Stocks, Series 66, Investment Consulting, Finance, Leadership, Microsoft Office
Education
Salt Lake Community College 2004 — 2005
Cottonwood High School 1998 — 2004
High School, High School Diploma
Morgan Stanley December 2014 - Present
Morgan Stanley November 2014 - Present
Morgan Stanley February 2012 - November 2014
American Express August 2011 - October 2011
WorldVentures August 2008 - September 2011
John Thomas Financial November 2010 - February 2011
United First Financial October 2008 - September 2010
Fetzers Inc December 2006 - December 2007
Skills
Investments, Financial Services, Management, Sales, Microsoft Excel, Team Building, Stock Market, Equity Trading, Personal Finance, Operational Efficiency, Microsoft Word, Sales Management, Series 7, Stock Trading, Series 63, Leadership Development, Business Networking, Strategic Investment..., Real Estate Investing, International Sales, Team Leadership, Team Management, Adept problem-solver, FINRA, Stocks, Series 66, Investment Consulting, Finance, Leadership, Microsoft Office
Education
Salt Lake Community College 2004 — 2005
Cottonwood High School 1998 — 2004
High School, High School Diploma
Curtis Burns Curtis Burns's Morgan Stanley Experience September 1996 - October 2013
Job Partner Wealth Management at Platinum Wealth Partners Inc
Industry Financial Services
Experience
Platinum Wealth Partners Inc October 2013 - Present
Morgan Stanley September 1996 - October 2013
PaineWebber July 1992 - September 1996
Skills
Investments, Retirement Planning, Wealth Management, Securities, Estate Planning, Strategic Financial..., Asset Management, Portfolio Management, Alternative Investments, Asset Allocation, Equities, Financial Advisory, Retirement, Mutual Funds, Insurance
Education
San Diego State University-California State University 1987 — 1991
Bachelor of Applied Science (BASc), Finance, General
Platinum Wealth Partners Inc October 2013 - Present
Morgan Stanley September 1996 - October 2013
PaineWebber July 1992 - September 1996
Skills
Investments, Retirement Planning, Wealth Management, Securities, Estate Planning, Strategic Financial..., Asset Management, Portfolio Management, Alternative Investments, Asset Allocation, Equities, Financial Advisory, Retirement, Mutual Funds, Insurance
Education
San Diego State University-California State University 1987 — 1991
Bachelor of Applied Science (BASc), Finance, General
Alexander Stong's Morgan Stanley Experience February 2013 - June 2013
Job Executive Team Lead Asset Protection at Target
Industry Nonprofit Organization Management
Experience
Target July 2015 - Present
YMCA of San Diego County January 2015 - July 2015
First Investors February 2015 - May 2015
en*theos September 2014 - December 2014
YMCA of San Diego County May 2014 - August 2014
Morgan Stanley February 2013 - June 2013
YMCA June 2011 - August 2011
LEGOLAND California Resort June 2010 - September 2010
Skills
Microsoft Excel, Management, Leadership, Microsoft Word, Microsoft Office, Customer Service, Risk Management, Team Building, Training, Youth Development, Sales, Social Media, Coaching, PowerPoint, Public Speaking, Social Networking
Education
San Diego State University-California State University 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Target July 2015 - Present
YMCA of San Diego County January 2015 - July 2015
First Investors February 2015 - May 2015
en*theos September 2014 - December 2014
YMCA of San Diego County May 2014 - August 2014
Morgan Stanley February 2013 - June 2013
YMCA June 2011 - August 2011
LEGOLAND California Resort June 2010 - September 2010
Skills
Microsoft Excel, Management, Leadership, Microsoft Word, Microsoft Office, Customer Service, Risk Management, Team Building, Training, Youth Development, Sales, Social Media, Coaching, PowerPoint, Public Speaking, Social Networking
Education
San Diego State University-California State University 2011 — 2015
Bachelor of Science (B.S.), Business Administration and Management, General
Stacey Jata's Morgan Stanley Experience June 1999 - July 2004
Job Executive Director, Independent Brand Partner, Nerium International
Industry Consumer Goods
Experience
Live Happy October 2013 - Present
Nerium Independent Brand Partner October 2012 - Present
Texas Moose House January 2011 - Present
Morgan Stanley June 1999 - July 2004
Skills
Public Relations, Public Speaking, Marketing, Training, Entrepreneurship, Coaching, Small Business, Marketing Strategy, Sales, Business Development, Business Planning, Sales Management, Direct Sales, Leadership, Business Strategy, Time Management, Social Media Marketing, Social Networking, Marketing Communications, Event Planning, Leadership Development, Team Building, Brand Awareness, Newsletters, Copywriting, Blogging, Customer Service
Education
Sam Houston State University 1993 — 1995
Bachelor of Fine Arts, Radio, Television & Film
Live Happy October 2013 - Present
Nerium Independent Brand Partner October 2012 - Present
Texas Moose House January 2011 - Present
Morgan Stanley June 1999 - July 2004
Skills
Public Relations, Public Speaking, Marketing, Training, Entrepreneurship, Coaching, Small Business, Marketing Strategy, Sales, Business Development, Business Planning, Sales Management, Direct Sales, Leadership, Business Strategy, Time Management, Social Media Marketing, Social Networking, Marketing Communications, Event Planning, Leadership Development, Team Building, Brand Awareness, Newsletters, Copywriting, Blogging, Customer Service
Education
Sam Houston State University 1993 — 1995
Bachelor of Fine Arts, Radio, Television & Film
Janine Bourque Janine Bourque's Morgan Stanley Experience 2000 - 2002
Job zip
Industry Outsourcing/Offshoring
Experience
Convergys 2004 - July 2011
Morgan Stanley 2000 - 2002
Skills
Calendaring, Lotus Notes, Invoicing, Process Scheduler, Call Center, Outlook, PeopleSoft, Call Centers, Human Resources, Process Improvement, Employee Relations, Access, Training, Administrative..., Employee Benefits, Benefits Administration
Education
Salt Lake Community College 2009 — 2009
working toward Associates, Business
Convergys 2004 - July 2011
Morgan Stanley 2000 - 2002
Skills
Calendaring, Lotus Notes, Invoicing, Process Scheduler, Call Center, Outlook, PeopleSoft, Call Centers, Human Resources, Process Improvement, Employee Relations, Access, Training, Administrative..., Employee Benefits, Benefits Administration
Education
Salt Lake Community College 2009 — 2009
working toward Associates, Business
Drew McCauley's Morgan Stanley Experience March 2014 - August 2014
Job Small Business Consultant at ADP
Industry Financial Services
Experience
ADP December 2014 - Present
Morgan Stanley March 2014 - August 2014
La Valencia Hotel June 2011 - February 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Hospitality
Education
San Diego State University-California State University 2008 — 2012
Bachelor of Science (B.S.), Finance
ADP December 2014 - Present
Morgan Stanley March 2014 - August 2014
La Valencia Hotel June 2011 - February 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Negotiation, Hospitality
Education
San Diego State University-California State University 2008 — 2012
Bachelor of Science (B.S.), Finance
Jim Moffatt Jim Moffatt's Morgan Stanley Experience July 1999 - October 2010
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones August 2011 - Present
Morgan Stanley July 1999 - October 2010
Skills
Finance, Investments, Retirement Planning, Strategic Financial..., Coaching, Insurance, Retirement, Risk Management, Financial Planning, Portfolio Management
Education
San Diego State University-California State University 1986 — 1991
BS, Business Administration
San Diego State University-California State University 1986 — 1991
bs, Business Administration
Edward Jones August 2011 - Present
Morgan Stanley July 1999 - October 2010
Skills
Finance, Investments, Retirement Planning, Strategic Financial..., Coaching, Insurance, Retirement, Risk Management, Financial Planning, Portfolio Management
Education
San Diego State University-California State University 1986 — 1991
BS, Business Administration
San Diego State University-California State University 1986 — 1991
bs, Business Administration
Amy Irvine Amy Irvine's Morgan Stanley Experience September 1998 - November 2000
Job
Industry Financial Services
Experience
Wells Fargo Advisors December 2014 - Present
Merrill Lynch September 2008 - Present
Riverside County Sheriff's Department October 2006 - September 2008
Edward Jones August 2005 - November 2006
Atlas Securities April 2005 - August 2005
UBS November 2000 - April 2005
Morgan Stanley September 1998 - November 2000
Skills
Investments, Mutual Funds, Fixed Income, Equities, Asset Management, Notary Public, Trading, Finance, Uniform Combined State..., Asset Managment, Banking, Securities, Financial Services, Options
Education
University of Utah 1998 — 2000
Salt Lake Community College 1997 — 1999
Wells Fargo Advisors December 2014 - Present
Merrill Lynch September 2008 - Present
Riverside County Sheriff's Department October 2006 - September 2008
Edward Jones August 2005 - November 2006
Atlas Securities April 2005 - August 2005
UBS November 2000 - April 2005
Morgan Stanley September 1998 - November 2000
Skills
Investments, Mutual Funds, Fixed Income, Equities, Asset Management, Notary Public, Trading, Finance, Uniform Combined State..., Asset Managment, Banking, Securities, Financial Services, Options
Education
University of Utah 1998 — 2000
Salt Lake Community College 1997 — 1999
Brian Chew Brian Chew's Morgan Stanley Experience September 2013 - April 2014
Job
Industry
Experience
Cliveden Partners September 2013 - Present
Morgan Stanley September 2013 - April 2014
Sempra Energy July 1990 - December 2013
Skills
Investments
Education
San Diego State University-California State University 1980 — 1985
Master of Business Administration (M.B.A.), Finance, General
Cliveden Partners September 2013 - Present
Morgan Stanley September 2013 - April 2014
Sempra Energy July 1990 - December 2013
Skills
Investments
Education
San Diego State University-California State University 1980 — 1985
Master of Business Administration (M.B.A.), Finance, General
Scott Callens Scott Callens's Morgan Stanley Experience September 2014 - January 2015
Job Senior Business Finance Student
Industry Financial Services
Experience
San Diego State University August 2013 - Present
Morgan Stanley September 2014 - January 2015
Sigma Phi Epsilon August 2013 - January 2015
Embrace San Diego January 2013 - August 2014
Skills
Leadership, Public Speaking, Time Management, Teamwork, Entrepreneurship, Financial Analysis, Nonprofits, Social Networking, Market Research, Financial Modeling, Social Media, Corporate Finance, Team Leadership, Community Outreach, Marketing, Fundraising, Event Management, Microsoft Excel, Spanish, Organizational..., Strategic Planning
Education
San Diego State University-California State University 2012 — 2016
The Berlin School of Economics and Law 2015 — 2015
Finance and Financial Management Services
The Chinese University of Hong Kong 2014 — 2014
International Finance
Universität Mannheim 2013 — 2013
Perspectives of Entrepreneurship, Leadership In a Globalized Economy
San Ramon Valley High School 2008 — 2012
San Diego State University August 2013 - Present
Morgan Stanley September 2014 - January 2015
Sigma Phi Epsilon August 2013 - January 2015
Embrace San Diego January 2013 - August 2014
Skills
Leadership, Public Speaking, Time Management, Teamwork, Entrepreneurship, Financial Analysis, Nonprofits, Social Networking, Market Research, Financial Modeling, Social Media, Corporate Finance, Team Leadership, Community Outreach, Marketing, Fundraising, Event Management, Microsoft Excel, Spanish, Organizational..., Strategic Planning
Education
San Diego State University-California State University 2012 — 2016
The Berlin School of Economics and Law 2015 — 2015
Finance and Financial Management Services
The Chinese University of Hong Kong 2014 — 2014
International Finance
Universität Mannheim 2013 — 2013
Perspectives of Entrepreneurship, Leadership In a Globalized Economy
San Ramon Valley High School 2008 — 2012
Damian Miller MSBA Damian Miller MSBA's Morgan Stanley Experience 1996 - 1998
Job Financial Analyst at Cubic
Industry Investment Management
Experience
Cubic June 2014 - Present
Brandes Investment Partners 2010 - 2013
Brandes Investment Partners 2009 - 2010
Brandes Investment Partners 1999 - 2009
Brandes Investment Partners 1998 - 1999
Morgan Stanley 1996 - 1998
Skills
Disaster Recovery, Microsoft SQL Server, Business Analysis, Equities, Financial Risk, Finance, Leadership, Vendor Management, Process Improvement, Portfolio Management, Analysis, Business Process..., SDLC, Risk Management
Education
San Diego State University-California State University 2004 — 2006
Master's degree, Management
San Diego State University-California State University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
Cubic June 2014 - Present
Brandes Investment Partners 2010 - 2013
Brandes Investment Partners 2009 - 2010
Brandes Investment Partners 1999 - 2009
Brandes Investment Partners 1998 - 1999
Morgan Stanley 1996 - 1998
Skills
Disaster Recovery, Microsoft SQL Server, Business Analysis, Equities, Financial Risk, Finance, Leadership, Vendor Management, Process Improvement, Portfolio Management, Analysis, Business Process..., SDLC, Risk Management
Education
San Diego State University-California State University 2004 — 2006
Master's degree, Management
San Diego State University-California State University 1991 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
Tyson Gonzalez Tyson Gonzalez's Morgan Stanley Experience January 2013 - March 2013
Job Production Planner Specialist
Industry Defense & Space
Experience
Goldman Sachs November 2013 - August 2015
CLEARLINK August 2013 - November 2013
Morgan Stanley January 2013 - March 2013
5 Star Specialty Pharmacy July 2012 - March 2013
Custom Built Personal Training 2011 - 2011
Skills
Management, Leadership, Investments, Banking, Mutual Funds, Sales, Securities, Accounting, Microsoft Excel, Financial Risk, Logistics, Teamwork, Spanish, Bonds, Marketing, Team Building, Team Leadership, Customer Service, Public Speaking, Microsoft Office, Social Media, Asset Allocation, Microsoft Word
Education
University of Utah 2009 — 2012
Bachelors of Science, Economics, 3.0
Salt Lake Community College 2005 — 2007
Associate's degree, General Studies, 3.3
Goldman Sachs November 2013 - August 2015
CLEARLINK August 2013 - November 2013
Morgan Stanley January 2013 - March 2013
5 Star Specialty Pharmacy July 2012 - March 2013
Custom Built Personal Training 2011 - 2011
Skills
Management, Leadership, Investments, Banking, Mutual Funds, Sales, Securities, Accounting, Microsoft Excel, Financial Risk, Logistics, Teamwork, Spanish, Bonds, Marketing, Team Building, Team Leadership, Customer Service, Public Speaking, Microsoft Office, Social Media, Asset Allocation, Microsoft Word
Education
University of Utah 2009 — 2012
Bachelors of Science, Economics, 3.0
Salt Lake Community College 2005 — 2007
Associate's degree, General Studies, 3.3
Scott Sundberg Scott Sundberg's Morgan Stanley Experience March 1999 - June 2003
Job Financial Advisor at USAA
Industry Financial Services
Experience
USAA November 2013 - Present
E*TRADE Financial July 2009 - November 2013
E*TRADE Financial June 2003 - January 2008
Morgan Stanley March 1999 - June 2003
Skills
Consultative Sales..., Hands-on Problem Solver, Delegation, Sales Operations, Series 7, Series 63, Financial Analysis, Risk Management, Financial Planners, Financial Modeling, Wealth, Cash Management, Securities, FINRA, Uniform Combined State..., Series 24, Registered Investment..., Options, Asset Allocation
Education
San Diego State University-California State University 1988 — 1993
Bachelor of Applied Science (BASc), Finance, General
Point Loma High School
USAA November 2013 - Present
E*TRADE Financial July 2009 - November 2013
E*TRADE Financial June 2003 - January 2008
Morgan Stanley March 1999 - June 2003
Skills
Consultative Sales..., Hands-on Problem Solver, Delegation, Sales Operations, Series 7, Series 63, Financial Analysis, Risk Management, Financial Planners, Financial Modeling, Wealth, Cash Management, Securities, FINRA, Uniform Combined State..., Series 24, Registered Investment..., Options, Asset Allocation
Education
San Diego State University-California State University 1988 — 1993
Bachelor of Applied Science (BASc), Finance, General
Point Loma High School
Adam Riggio Adam Riggio's Morgan Stanley Experience July 2013 - June 2014
Job Investment Valuation Analyst at Guggenheim Investments
Industry Investment Management
Experience
Guggenheim Partners May 2015 - Present
Cornerstone Montgomery August 2014 - October 2014
Morgan Stanley July 2013 - June 2014
T. Rowe Price 2005 - 2013
Legg Mason March 2004 - January 2005
Skills
Account Reconciliation, Banking, Bank Reconciliation, Finance, Accounting, Project Management, Research, Nonprofits, Supervisory Skills, Employee Training, Problem Solving, Problem Analysis, Mutual Funds, Dividends, Equity Research, Microsoft Office, New Hire Training, Employee Orientations, Interdepartmental..., Sunguard, Oracle, Written & Oral..., Hands-on Training, Microsoft Excel
Education
Salisbury University - Perdue School of Business 1999 — 2003
Bachelor of Science (B.S.), Finance, General, 3.0/4.0
University of Phoenix 2012 — 2014
Bachelor of Science (B.S.), Accounting, Currently 3.6/4.0
Guggenheim Partners May 2015 - Present
Cornerstone Montgomery August 2014 - October 2014
Morgan Stanley July 2013 - June 2014
T. Rowe Price 2005 - 2013
Legg Mason March 2004 - January 2005
Skills
Account Reconciliation, Banking, Bank Reconciliation, Finance, Accounting, Project Management, Research, Nonprofits, Supervisory Skills, Employee Training, Problem Solving, Problem Analysis, Mutual Funds, Dividends, Equity Research, Microsoft Office, New Hire Training, Employee Orientations, Interdepartmental..., Sunguard, Oracle, Written & Oral..., Hands-on Training, Microsoft Excel
Education
Salisbury University - Perdue School of Business 1999 — 2003
Bachelor of Science (B.S.), Finance, General, 3.0/4.0
University of Phoenix 2012 — 2014
Bachelor of Science (B.S.), Accounting, Currently 3.6/4.0
James McManus CMFC AAMS James McManus CMFC AAMS's Morgan Stanley Experience January 1995 - August 1999
Job Financial Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial April 2014 - Present
Ameriprise Financial Services, Inc. March 2009 - April 2014
Raymond James Financial Inc. February 2004 - March 2009
Charles Schwab August 1999 - February 2004
Morgan Stanley January 1995 - August 1999
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Retirement, Finance, Financial Services, Investment Strategies, Series 7, Wealth Management, Asset Allocation, Series 63, Financial Advisory, Uniform Combined State..., Investment Advisory, Investments, Securities, Asset Management, Portfolio Management, Alternative Investments, Equities, Financial Analysis
Education
Salve Regina University 1991 — 1995
BS, Finance
Xavier High School 1987 — 1991
LPL Financial April 2014 - Present
Ameriprise Financial Services, Inc. March 2009 - April 2014
Raymond James Financial Inc. February 2004 - March 2009
Charles Schwab August 1999 - February 2004
Morgan Stanley January 1995 - August 1999
Skills
Retirement Planning, Strategic Financial..., Mutual Funds, Retirement, Finance, Financial Services, Investment Strategies, Series 7, Wealth Management, Asset Allocation, Series 63, Financial Advisory, Uniform Combined State..., Investment Advisory, Investments, Securities, Asset Management, Portfolio Management, Alternative Investments, Equities, Financial Analysis
Education
Salve Regina University 1991 — 1995
BS, Finance
Xavier High School 1987 — 1991
Cynthia Ghaffari Cynthia Ghaffari's Morgan Stanley Experience June 2004 - August 2005
Job Complex Business Development Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2014 - Present
Connecticut Women's Business Development Council May 2014 - September 2014
Morgan Stanley Wealth Management January 2012 - April 2014
Morgan Stanley Smith Barney August 2005 - December 2011
Morgan Stanley June 2004 - August 2005
Morgan Stanley May 1999 - June 2004
BankAmerica Investment Services, Inc. April 1993 - April 1999
Charles Schwab November 1988 - March 1993
Skills
Fixed Income, Capital Markets, Investments, Bonds, Portfolio Management, Financial Services, Financial Advisory, Marketing, Series 7, Series 63, Wealth Management, Securities, Equities, Series 24, Asset Managment, FINRA, Mutual Funds, Asset Allocation, Investment Strategies, Asset Management
Education
San Diego State University-California State University
Bachelor of Science, Business Administration - Finance
University of California, Berkeley
Certificate, Personal Financial Planning
Morgan Stanley Wealth Management October 2014 - Present
Connecticut Women's Business Development Council May 2014 - September 2014
Morgan Stanley Wealth Management January 2012 - April 2014
Morgan Stanley Smith Barney August 2005 - December 2011
Morgan Stanley June 2004 - August 2005
Morgan Stanley May 1999 - June 2004
BankAmerica Investment Services, Inc. April 1993 - April 1999
Charles Schwab November 1988 - March 1993
Skills
Fixed Income, Capital Markets, Investments, Bonds, Portfolio Management, Financial Services, Financial Advisory, Marketing, Series 7, Series 63, Wealth Management, Securities, Equities, Series 24, Asset Managment, FINRA, Mutual Funds, Asset Allocation, Investment Strategies, Asset Management
Education
San Diego State University-California State University
Bachelor of Science, Business Administration - Finance
University of California, Berkeley
Certificate, Personal Financial Planning
Chris Milton Chris Milton's Morgan Stanley Experience June 2007 - June 2012
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley June 2007 - June 2012
Morgan Stanley July 2000 - June 2007
Skills
FINRA Compliance, Operations Management, Series 7, Series 9, Series 10, Series 31, Series 63, Series 65, Ariba, Concur, PeopleSoft, Peopleclick, Creative Writing, FINRA, Uniform Combined State..., Management, Securities, ETFs, Series 24, Wealth Management..., Financial Services, Options, Mutual Funds, Investment Strategies, Investment Advisory, Bonds, Securities Lending, Hedge Funds, Bloomberg, Retirement, Investment Management, 401k
Education
University of Utah 2004 — 2005
BA Political Science, BA Asian Studies
Salt Lake Community College 1999 — 2004
AS Business Administration
Morgan Stanley June 2007 - June 2012
Morgan Stanley July 2000 - June 2007
Skills
FINRA Compliance, Operations Management, Series 7, Series 9, Series 10, Series 31, Series 63, Series 65, Ariba, Concur, PeopleSoft, Peopleclick, Creative Writing, FINRA, Uniform Combined State..., Management, Securities, ETFs, Series 24, Wealth Management..., Financial Services, Options, Mutual Funds, Investment Strategies, Investment Advisory, Bonds, Securities Lending, Hedge Funds, Bloomberg, Retirement, Investment Management, 401k
Education
University of Utah 2004 — 2005
BA Political Science, BA Asian Studies
Salt Lake Community College 1999 — 2004
AS Business Administration
Braydon Hamilton, CFP® CIMA ® Braydon Hamilton, CFP® CIMA ®'s Morgan Stanley Experience July 1995 - November 2008
Job Senior Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. November 2008 - Present
Morgan Stanley July 1995 - November 2008
Education
San Diego State University-California State University 1988 — 1992
B.S., Finance
University of Pennsylvania - The Wharton School
Certified Investment Managment Analyst
UBS Financial Services, Inc. November 2008 - Present
Morgan Stanley July 1995 - November 2008
Education
San Diego State University-California State University 1988 — 1992
B.S., Finance
University of Pennsylvania - The Wharton School
Certified Investment Managment Analyst
Pete Moehrke Pete Moehrke's Morgan Stanley Experience January 1997 - October 2005
Job
Industry Sports
Experience
MNM Thoroughbreds LLC January 2012 - Present
Morgan Stanley January 1997 - October 2005
Education
San Diego State University-California State University
BS, Financial Services
MNM Thoroughbreds LLC January 2012 - Present
Morgan Stanley January 1997 - October 2005
Education
San Diego State University-California State University
BS, Financial Services
Kim Hoffman, CMB, AMP Kim Hoffman, CMB, AMP's Morgan Stanley Experience November 2010 - July 2015
Job Global Head of Mortgage Operations at Sutherland Global Services
Industry Financial Services
Experience
Sutherland Global Services July 2015 - Present
Morgan Stanley November 2010 - July 2015
RBC Bank, USA September 2008 - November 2010
Accredited Home Lenders May 2006 - September 2007
Nationstar Mortgage / FKA Centex Home Equity May 2004 - June 2006
American Business Financial Services October 2001 - October 2003
American Business Financial Services June 1996 - October 2002
Skills
Strategy, Banking, Financial Structuring, FHA, Operations Management, Financial Services, Vendor Management, Sales, Credit Analysis, Risk Management, Process Improvement, Due Diligence, Credit, Relationship Management, Strategic Alliances, Leadership, Refinance, Financial Risk, Business Development, Financial Analysis, Credit Risk, Mortgage Banking, Portfolio Management, Real Estate, Executive Management, Consumer Lending, Strategic Planning, Loan Servicing, Investments, Residential Mortgages, Mortgage Lending, Management, Finance, Underwriting, Mergers & Acquisitions, Mortgage Servicing, B2B, Loss Mitigation, Capital Markets, Loans, Loan Origination, Team Building, Consulting, Asset Management, Commercial Lending, Business Analysis, Funding, Structured Finance, Commercial Mortgages, Real Estate Financing
Education
Villanova University 2009 — 2009
Certificate, Six Sigma Green Belt
School of Mortgage Banking
Sam Houston State University 1978 — 1983
BS
Stratford High School
Sutherland Global Services July 2015 - Present
Morgan Stanley November 2010 - July 2015
RBC Bank, USA September 2008 - November 2010
Accredited Home Lenders May 2006 - September 2007
Nationstar Mortgage / FKA Centex Home Equity May 2004 - June 2006
American Business Financial Services October 2001 - October 2003
American Business Financial Services June 1996 - October 2002
Skills
Strategy, Banking, Financial Structuring, FHA, Operations Management, Financial Services, Vendor Management, Sales, Credit Analysis, Risk Management, Process Improvement, Due Diligence, Credit, Relationship Management, Strategic Alliances, Leadership, Refinance, Financial Risk, Business Development, Financial Analysis, Credit Risk, Mortgage Banking, Portfolio Management, Real Estate, Executive Management, Consumer Lending, Strategic Planning, Loan Servicing, Investments, Residential Mortgages, Mortgage Lending, Management, Finance, Underwriting, Mergers & Acquisitions, Mortgage Servicing, B2B, Loss Mitigation, Capital Markets, Loans, Loan Origination, Team Building, Consulting, Asset Management, Commercial Lending, Business Analysis, Funding, Structured Finance, Commercial Mortgages, Real Estate Financing
Education
Villanova University 2009 — 2009
Certificate, Six Sigma Green Belt
School of Mortgage Banking
Sam Houston State University 1978 — 1983
BS
Stratford High School
Taylor Schulte, CFP®'s Morgan Stanley Experience June 2007 - April 2012
Job Founder, Wealth Advisor at Define Financial
Industry Financial Services
Experience
Define Financial June 2014 - Present
Advanced Practice Advisors, LLC June 2014 - Present
Beverly Hills Wealth Management April 2012 - June 2014
Morgan Stanley June 2007 - April 2012
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Personal Financial..., 401k Rollovers, Independent Financial..., Wealth Preservation..., Financial Modeling, Portfolio Management, Financial Advisory, Finance, Financial Planners, Asset Allocation, Financial Services, Strategic Financial..., Financial Planning
Education
University of Arizona
Bachelor of Science (B.S.), Business Management
San Diego State University-California State University
Executive Financial Planner Advanced Certificate
University of San Diego High School
Define Financial June 2014 - Present
Advanced Practice Advisors, LLC June 2014 - Present
Beverly Hills Wealth Management April 2012 - June 2014
Morgan Stanley June 2007 - April 2012
Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Personal Financial..., 401k Rollovers, Independent Financial..., Wealth Preservation..., Financial Modeling, Portfolio Management, Financial Advisory, Finance, Financial Planners, Asset Allocation, Financial Services, Strategic Financial..., Financial Planning
Education
University of Arizona
Bachelor of Science (B.S.), Business Management
San Diego State University-California State University
Executive Financial Planner Advanced Certificate
University of San Diego High School
Richard Marchisello Richard Marchisello's Morgan Stanley Experience March 2012 - March 2013
Job Associate at Cerberus Capital Management L.P.
Industry Venture Capital & Private Equity
Experience
Cerberus Capital Management March 2013 - Present
Morgan Stanley March 2012 - March 2013
Investors Capital Partners May 2011 - March 2012
MorganStanley SmithBarney LLC May 2009 - August 2009
New York Mercantile Exchange May 2008 - August 2008
Skills
Microsoft Office, Funding, Budgeting, Accounting, Quickbooks, Microsoft Excel, Financial Analysis, Valuation, Budgets, Analysis, Portfolio Management, Financial Modeling, Finance
Education
Salve Regina University 2007 — 2011
Bachelor of Science, Finance
Cerberus Capital Management March 2013 - Present
Morgan Stanley March 2012 - March 2013
Investors Capital Partners May 2011 - March 2012
MorganStanley SmithBarney LLC May 2009 - August 2009
New York Mercantile Exchange May 2008 - August 2008
Skills
Microsoft Office, Funding, Budgeting, Accounting, Quickbooks, Microsoft Excel, Financial Analysis, Valuation, Budgets, Analysis, Portfolio Management, Financial Modeling, Finance
Education
Salve Regina University 2007 — 2011
Bachelor of Science, Finance
Lindsey Barger Lindsey Barger's Morgan Stanley Experience May 2012 - Present
Job Registered Associate Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2012 - Present
Merrill Lynch August 2008 - May 2012
Enterprise Rent-A-Car September 2006 - August 2008
Skills
Series 7, Series 63, Mutual Funds, Series 65, Event Planning, Microsoft Excel, Finance, Wealth Management, Investments, Trading
Education
Salve Regina University 2002 — 2006
Finanical Management
Morgan Stanley May 2012 - Present
Merrill Lynch August 2008 - May 2012
Enterprise Rent-A-Car September 2006 - August 2008
Skills
Series 7, Series 63, Mutual Funds, Series 65, Event Planning, Microsoft Excel, Finance, Wealth Management, Investments, Trading
Education
Salve Regina University 2002 — 2006
Finanical Management
Connor Anderson Connor Anderson's Morgan Stanley Experience July 2015 - Present
Job Commodities Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Salisbury Cycle and Fitness September 2014 - May 2015
Morgan Stanley June 2014 - August 2014
College Pro June 2013 - August 2013
Klondike Cycle and Sports October 2007 - August 2012
Skills
English, Research, Financial Analysis, Financial Reporting, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Customer Service, Sales, Event Planning, Marketing
Education
Salisbury University - Perdue School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance - Investments
Morgan Stanley July 2015 - Present
Salisbury Cycle and Fitness September 2014 - May 2015
Morgan Stanley June 2014 - August 2014
College Pro June 2013 - August 2013
Klondike Cycle and Sports October 2007 - August 2012
Skills
English, Research, Financial Analysis, Financial Reporting, Public Speaking, Microsoft Word, PowerPoint, Microsoft Office, Outlook, Customer Service, Sales, Event Planning, Marketing
Education
Salisbury University - Perdue School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance - Investments
Jason Solomon Jason Solomon's Morgan Stanley Experience 2011 - Present
Job Vice President, Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2011 - Present
Merrill Lynch 2009 - 2011
Bank of America 2008 - 2009
The Addison Mortgage Group, Inc 2003 - 2008
Skills
Wealth Management, Mortgage Lending, Series 7, Series 63, Portfolio Management, Investments, Credit, Loans, Equities, Fixed Income, Banking, Retirement Planning, Securities, Strategic Financial..., Mutual Funds, Asset Allocation, Asset Management, Credit Analysis, Financial Analysis, Financial Services
Education
San Diego State University-California State University
Bachelor of Science (BS), Business Administration, Finance
Morgan Stanley 2011 - Present
Merrill Lynch 2009 - 2011
Bank of America 2008 - 2009
The Addison Mortgage Group, Inc 2003 - 2008
Skills
Wealth Management, Mortgage Lending, Series 7, Series 63, Portfolio Management, Investments, Credit, Loans, Equities, Fixed Income, Banking, Retirement Planning, Securities, Strategic Financial..., Mutual Funds, Asset Allocation, Asset Management, Credit Analysis, Financial Analysis, Financial Services
Education
San Diego State University-California State University
Bachelor of Science (BS), Business Administration, Finance
Mary Beth Storjohann, CFP®'s Morgan Stanley Experience March 2007 - October 2007
Job Founder of Workable Wealth, LLC
Industry Financial Services
Experience
Workable Wealth, LLC August 2013 - Present
HoyleCohen, LLC January 2011 - January 2014
Osher Van de Voorde Investment Management October 2007 - August 2010
Morgan Stanley March 2007 - October 2007
Financial Strategies, Inc. May 2004 - August 2006
Skills
Retirement Planning, Cash Flow and Goal..., Wealth Management, Financial Planning, Investment Strategies, Goal Analysis, Charitable Gift Planning, Financial Literacy..., Writing, Blogging, Social Media Marketing, Certified Financial..., Certified Divorce..., Risk Management, Financial Analysis
Education
San Diego State University-California State University 2002 — 2006
B.S., Finance with emphasis in Financial Services
Workable Wealth, LLC August 2013 - Present
HoyleCohen, LLC January 2011 - January 2014
Osher Van de Voorde Investment Management October 2007 - August 2010
Morgan Stanley March 2007 - October 2007
Financial Strategies, Inc. May 2004 - August 2006
Skills
Retirement Planning, Cash Flow and Goal..., Wealth Management, Financial Planning, Investment Strategies, Goal Analysis, Charitable Gift Planning, Financial Literacy..., Writing, Blogging, Social Media Marketing, Certified Financial..., Certified Divorce..., Risk Management, Financial Analysis
Education
San Diego State University-California State University 2002 — 2006
B.S., Finance with emphasis in Financial Services
Keith Fenstad Keith Fenstad's Morgan Stanley Experience April 2000 - March 2002
Job Partner / Director of Financial Planning, CCO at Tanglewood Wealth Management, Inc.
Industry Investment Management
Experience
Tanglewood Wealth Management, Inc. March 2002 - Present
Morgan Stanley April 2000 - March 2002
Mercer Global Advisors March 1997 - April 2000
VALIC April 1995 - March 1997
American Express Financial Advisors 1993 - 1995
Education
University of Houston 1998 — 1999
Certificate, Personal Financial Planning
Sam Houston State University 1989 — 1993
BBA, Finance
Tanglewood Wealth Management, Inc. March 2002 - Present
Morgan Stanley April 2000 - March 2002
Mercer Global Advisors March 1997 - April 2000
VALIC April 1995 - March 1997
American Express Financial Advisors 1993 - 1995
Education
University of Houston 1998 — 1999
Certificate, Personal Financial Planning
Sam Houston State University 1989 — 1993
BBA, Finance
Jake Winegar Jake Winegar's Morgan Stanley Experience January 2007 - June 2012
Job GS
Industry Information Technology and Services
Experience
Goldman Sachs February 2013 - Present
Morgan Stanley January 2007 - June 2012
Drugstore Zen 2002 - 2008
Morgan Stanley July 2004 - January 2007
Morgan Stanley November 2002 - July 2004
Morgan Stanley Online December 1998 - November 2002
United States Marine Corps January 1991 - January 1999
Skills
Data Center, Vendor Management, Infrastructure, Disaster Recovery, ITIL, Security, Change Management, Project Management, Business Analysis, Business Continuity, Incident Management, Cisco Technologies, Enterprise Architecture, Enterprise Software, IT Operations, IT Strategy, Leadership, Management, Networking, Servers, System Administration, Troubleshooting, Unix, Virtualization
Education
Salt Lake Community College 2005 — 2007
Associate of Science, AS/Math
Utah State University 1989 — 1990
NA, Business
Goldman Sachs February 2013 - Present
Morgan Stanley January 2007 - June 2012
Drugstore Zen 2002 - 2008
Morgan Stanley July 2004 - January 2007
Morgan Stanley November 2002 - July 2004
Morgan Stanley Online December 1998 - November 2002
United States Marine Corps January 1991 - January 1999
Skills
Data Center, Vendor Management, Infrastructure, Disaster Recovery, ITIL, Security, Change Management, Project Management, Business Analysis, Business Continuity, Incident Management, Cisco Technologies, Enterprise Architecture, Enterprise Software, IT Operations, IT Strategy, Leadership, Management, Networking, Servers, System Administration, Troubleshooting, Unix, Virtualization
Education
Salt Lake Community College 2005 — 2007
Associate of Science, AS/Math
Utah State University 1989 — 1990
NA, Business
David Allred's Morgan Stanley Experience January 2006 - February 2009
Job Branch Manager
Industry Financial Services
Experience
E*TRADE Financial January 2014 - March 2015
E*TRADE Financial Corporation February 2015 - 2015
E*TRADE Financial January 2013 - January 2014
E*TRADE Securities, LLC August 2011 - December 2012
E*TRADE Financial July 2009 - July 2011
Morgan Stanley January 2006 - February 2009
Fidelity Investments March 2005 - September 2005
Discover Financial Services 2001 - 2005
Skills
Investment Advisory, Series 7, Series 24, Series 9, Series 10, Branch Management, Series 63, Financial Services, Portfolio Management, Securities, Finance, Mutual Funds, FINRA, Investments, Uniform Combined State..., Investment Strategies, Management, Retirement Planning, Wealth Management, Asset Allocation, ETFs, Series 65, Equities, Retirement, Sales, Options, Relationship Management, Financial Planning, Financial Advisory, Fixed Income, 401k, Asset Management, Trading, Strategic Financial..., Fixed Annuities, Series 66, SEC filings, Series 31, Wholesale Operations
Education
Salt Lake Community College
University of Phoenix-Utah Campus
E*TRADE Financial January 2014 - March 2015
E*TRADE Financial Corporation February 2015 - 2015
E*TRADE Financial January 2013 - January 2014
E*TRADE Securities, LLC August 2011 - December 2012
E*TRADE Financial July 2009 - July 2011
Morgan Stanley January 2006 - February 2009
Fidelity Investments March 2005 - September 2005
Discover Financial Services 2001 - 2005
Skills
Investment Advisory, Series 7, Series 24, Series 9, Series 10, Branch Management, Series 63, Financial Services, Portfolio Management, Securities, Finance, Mutual Funds, FINRA, Investments, Uniform Combined State..., Investment Strategies, Management, Retirement Planning, Wealth Management, Asset Allocation, ETFs, Series 65, Equities, Retirement, Sales, Options, Relationship Management, Financial Planning, Financial Advisory, Fixed Income, 401k, Asset Management, Trading, Strategic Financial..., Fixed Annuities, Series 66, SEC filings, Series 31, Wholesale Operations
Education
Salt Lake Community College
University of Phoenix-Utah Campus
Dan Haskard Dan Haskard's Morgan Stanley Experience February 1998 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley February 1998 - Present
Education
San Diego State University-California State University
Morgan Stanley February 1998 - Present
Education
San Diego State University-California State University
Kevin A. Lenox, CFA Kevin A. Lenox, CFA's Morgan Stanley Experience 1998 - 2001
Job Senior Investment Strategist / Portfolio Manager
Industry Financial Services
Experience
IBERIA Wealth Advisors June 2012 - Present
Mosaic Market Research, LLC 2010 - June 2012
JPMorgan Chase 2001 - 2010
Morgan Stanley 1998 - 2001
A. G. Edwards 1993 - 1998
Skills
Global Macro, Tactical Asset..., Portfolio Management, Alternative Investments, Due Diligence, Risk Management, New Business Development, Private Wealth...
Education
Sam Houston State University
BBA, Finance
IBERIA Wealth Advisors June 2012 - Present
Mosaic Market Research, LLC 2010 - June 2012
JPMorgan Chase 2001 - 2010
Morgan Stanley 1998 - 2001
A. G. Edwards 1993 - 1998
Skills
Global Macro, Tactical Asset..., Portfolio Management, Alternative Investments, Due Diligence, Risk Management, New Business Development, Private Wealth...
Education
Sam Houston State University
BBA, Finance
Beata Jones's Morgan Stanley Experience September 2010 - Present
Job Senior Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2010 - Present
NEX Portrait Studio April 2007 - January 2008
Stissing Design June 2006 - December 2006
Skills
Microsoft Office, Financial Services, Manage Client..., Banking, Human Resources, PowerPoint, Financial Analysis, Microsoft Word, Finance
Education
Salve Regina University 2008 — 2010
Bachelor's Degree, Global Business and Economics
Salve Regina University 2008 — 2010
BA, Business & Economics
Morgan Stanley September 2010 - Present
NEX Portrait Studio April 2007 - January 2008
Stissing Design June 2006 - December 2006
Skills
Microsoft Office, Financial Services, Manage Client..., Banking, Human Resources, PowerPoint, Financial Analysis, Microsoft Word, Finance
Education
Salve Regina University 2008 — 2010
Bachelor's Degree, Global Business and Economics
Salve Regina University 2008 — 2010
BA, Business & Economics
Alena Anderson's Morgan Stanley Experience September 2000 - April 2001
Job Marketing Specialist
Industry Marketing and Advertising
Experience
Kaiser Permanente September 2011 - Present
Deloitte April 2010 - June 2011
Insphere Insurance and AAA January 2009 - April 2010
RS Investments June 2001 - December 2008
Morgan Stanley September 2000 - April 2001
Montgomery Asset Management January 1995 - August 2000
Skills
Marketing Communications, Marketing Management, Direct Marketing, Marketing, Marketing Strategy, Email Marketing, Market Research, Digital Marketing, Integrated Marketing, Strategic Planning, Online Advertising, Analytics, Advertising, Product Marketing, Public Relations, Social Media Marketing, Business Development, Budgets, Creative Direction, Project Management, Strategy, Competitive Analysis, Online Marketing
Education
San Diego State University-California State University 1988 — 1993
B.S.
Kaiser Permanente September 2011 - Present
Deloitte April 2010 - June 2011
Insphere Insurance and AAA January 2009 - April 2010
RS Investments June 2001 - December 2008
Morgan Stanley September 2000 - April 2001
Montgomery Asset Management January 1995 - August 2000
Skills
Marketing Communications, Marketing Management, Direct Marketing, Marketing, Marketing Strategy, Email Marketing, Market Research, Digital Marketing, Integrated Marketing, Strategic Planning, Online Advertising, Analytics, Advertising, Product Marketing, Public Relations, Social Media Marketing, Business Development, Budgets, Creative Direction, Project Management, Strategy, Competitive Analysis, Online Marketing
Education
San Diego State University-California State University 1988 — 1993
B.S.
Allison Chamberlain Allison Chamberlain's Morgan Stanley Experience June 2015 - Present
Job US Listed Options TSG at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Salisbury University August 2014 - December 2014
Salisbury University September 2010 - December 2014
Salisbury University February 2011 - May 2014
Skills
Microsoft Office, Research, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Event Planning, Teamwork, Time Management, Higher Education, Leadership, Social Networking, Social Media, Recruiting, Technical Recruiting, Management
Education
Salisbury University - Perdue School of Business 2010 — 2014
Bachelor of Science (B.S.), Business Management
Morgan Stanley June 2015 - Present
Salisbury University August 2014 - December 2014
Salisbury University September 2010 - December 2014
Salisbury University February 2011 - May 2014
Skills
Microsoft Office, Research, Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Customer Service, Event Planning, Teamwork, Time Management, Higher Education, Leadership, Social Networking, Social Media, Recruiting, Technical Recruiting, Management
Education
Salisbury University - Perdue School of Business 2010 — 2014
Bachelor of Science (B.S.), Business Management
Brendan Lynch Brendan Lynch's Morgan Stanley Experience June 2015 - Present
Job Wealth Management Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
UBS Financial Services, Inc. August 2011 - June 2015
Merrill Lynch November 2010 - May 2011
Education
San Diego State University-California State University 2006 — 2011
Financial Services
Bill Good Marketing 2013 — 2013
University of Oxford 2009 — 2009
Managerial Economics, International Politics
Morgan Stanley June 2015 - Present
UBS Financial Services, Inc. August 2011 - June 2015
Merrill Lynch November 2010 - May 2011
Education
San Diego State University-California State University 2006 — 2011
Financial Services
Bill Good Marketing 2013 — 2013
University of Oxford 2009 — 2009
Managerial Economics, International Politics
Jeffrey Meyer, CFA, CFP's Morgan Stanley Experience May 2002 - June 2008
Job Wealth Advisor at SeaCrest Wealth Management
Industry Financial Services
Experience
SeaCrest Wealth Management June 2008 - Present
Morgan Stanley May 2002 - June 2008
Skills
Investments, Financial Advisory, Estate Planning, Wealth Management, Securities, Asset Allocation, Retirement Planning, Investment Advisory, Wealth, Alternative Investments, Strategic Financial..., Investment Strategies, Asset Management, Uniform Combined State..., Wealth Management..., Hedge Funds, Financial Analysis, Strategy, Capital Markets, Private Equity, Mutual Funds, Finance, Pensions, Mortgage Lending, Investment Management, Fixed Income, Insurance, Equities, Retirement, ETFs, Separately Managed..., Portfolio Management, Financial Markets, Asset Managment, IRAs, 401k, Fixed Annuities, Financial Services, Loans, Funding, Risk Management, High Net Worth..., FINRA, Bonds, Life Insurance
Education
San Diego State University-California State University 1999 — 2001
Master of Science Business Administration, Finance
The University of South Dakota 1991 — 1995
BS, Business Administration
SeaCrest Wealth Management June 2008 - Present
Morgan Stanley May 2002 - June 2008
Skills
Investments, Financial Advisory, Estate Planning, Wealth Management, Securities, Asset Allocation, Retirement Planning, Investment Advisory, Wealth, Alternative Investments, Strategic Financial..., Investment Strategies, Asset Management, Uniform Combined State..., Wealth Management..., Hedge Funds, Financial Analysis, Strategy, Capital Markets, Private Equity, Mutual Funds, Finance, Pensions, Mortgage Lending, Investment Management, Fixed Income, Insurance, Equities, Retirement, ETFs, Separately Managed..., Portfolio Management, Financial Markets, Asset Managment, IRAs, 401k, Fixed Annuities, Financial Services, Loans, Funding, Risk Management, High Net Worth..., FINRA, Bonds, Life Insurance
Education
San Diego State University-California State University 1999 — 2001
Master of Science Business Administration, Finance
The University of South Dakota 1991 — 1995
BS, Business Administration
Stuart Miller Stuart Miller's Morgan Stanley Experience August 2003 - November 2005
Job Director, Direct Sales Channel
Industry Renewables & Environment
Experience
OneRoof Energy, Inc. January 2012 - Present
Green Stream Solar + Electric January 2011 - January 2012
Real Goods Solar, Inc. July 2010 - December 2010
Northern Pacific Power Systems January 2010 - December 2010
Sequoia Solar Inc. January 2009 - January 2010
Merrill Lynch June 2005 - November 2008
Morgan Stanley August 2003 - November 2005
Skills
Energy, Alternative Energy, Cleantech, Finance, Direct Sales, Renewable Energy, Sales, Solar Energy, Wind, Photovoltaics, Energy Efficiency, Sustainable Energy, Start-ups, Energy Management, Business Development, Entrepreneurship, Solar PV, Due Diligence, Strategy, Sustainability, Business Planning, New Business Development, Business Strategy, Salesforce.com, Solar Power, Strategic Planning, Sales Presentations, Sales Process, Lead Generation, Customer Retention, Project Management, Cold Calling, Energy Policy, Contract Negotiation, Solar Thermal, Competitive Analysis
Education
San Diego State University-California State University 2000 — 2003
Bachelor of Science (BS), Finance, General, 3.4
OneRoof Energy, Inc. January 2012 - Present
Green Stream Solar + Electric January 2011 - January 2012
Real Goods Solar, Inc. July 2010 - December 2010
Northern Pacific Power Systems January 2010 - December 2010
Sequoia Solar Inc. January 2009 - January 2010
Merrill Lynch June 2005 - November 2008
Morgan Stanley August 2003 - November 2005
Skills
Energy, Alternative Energy, Cleantech, Finance, Direct Sales, Renewable Energy, Sales, Solar Energy, Wind, Photovoltaics, Energy Efficiency, Sustainable Energy, Start-ups, Energy Management, Business Development, Entrepreneurship, Solar PV, Due Diligence, Strategy, Sustainability, Business Planning, New Business Development, Business Strategy, Salesforce.com, Solar Power, Strategic Planning, Sales Presentations, Sales Process, Lead Generation, Customer Retention, Project Management, Cold Calling, Energy Policy, Contract Negotiation, Solar Thermal, Competitive Analysis
Education
San Diego State University-California State University 2000 — 2003
Bachelor of Science (BS), Finance, General, 3.4
Larry Holmes, Certified Financial Planner®'s Morgan Stanley Experience February 2002 - July 2004
Job First Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors March 2013 - Present
Morgan Stanley Smith Barney July 2004 - March 2013
Morgan Stanley February 2002 - July 2004
Skills
Investment Strategies..., Charitable Giving, Wealth Transfer..., Investment Planning
Education
Salisbury University - Perdue School of Business 1997 — 2001
Finance
Absegami High School 1993 — 1997
Wells Fargo Advisors March 2013 - Present
Morgan Stanley Smith Barney July 2004 - March 2013
Morgan Stanley February 2002 - July 2004
Skills
Investment Strategies..., Charitable Giving, Wealth Transfer..., Investment Planning
Education
Salisbury University - Perdue School of Business 1997 — 2001
Finance
Absegami High School 1993 — 1997
Ben Kingsley Ben Kingsley's Morgan Stanley Experience February 2014 - August 2014
Job Financial Administrator at Mercer Advisors
Industry Financial Services
Experience
Mercer Advisors May 2015 - Present
Westmont College August 2014 - May 2015
Westmont College August 2012 - May 2015
Morgan Stanley February 2014 - August 2014
Taylor Frigon Capital Management LLC June 2013 - August 2013
Big 5 Sporting Goods August 2012 - January 2013
San Diego Yacht Club August 2011 - June 2012
Skills
Microsoft Office, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Learning Quickly, Android, Economics, Market Analysis, Spanish, Microsoft Word, PowerPoint, Social Networking, Event Planning, Microsoft Excel, Editing, Critical Thinking
Education
Westmont College 2012 — 2015
Bachelor of Economics and Business, Finance and Financial Management Services, Graduate
San Diego Mesa College 2011 — 2012
Mercer Advisors May 2015 - Present
Westmont College August 2014 - May 2015
Westmont College August 2012 - May 2015
Morgan Stanley February 2014 - August 2014
Taylor Frigon Capital Management LLC June 2013 - August 2013
Big 5 Sporting Goods August 2012 - January 2013
San Diego Yacht Club August 2011 - June 2012
Skills
Microsoft Office, Customer Service, Research, Photoshop, Social Media, Teamwork, Public Speaking, Learning Quickly, Android, Economics, Market Analysis, Spanish, Microsoft Word, PowerPoint, Social Networking, Event Planning, Microsoft Excel, Editing, Critical Thinking
Education
Westmont College 2012 — 2015
Bachelor of Economics and Business, Finance and Financial Management Services, Graduate
San Diego Mesa College 2011 — 2012
Robert Sitton Robert Sitton's Morgan Stanley Experience August 1998 - April 2002
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2002 - Present
Morgan Stanley August 1998 - April 2002
Aldine High School August 1989 - May 1997
Skills
Retirement, Investments, Strategic Planning, Insurance, Retirement Plan..., Series 7, Uniform Combined State..., Customer Service, IRAs, Life Insurance, Estate Considerations, 401k, Portfolio Review, Fixed Annuities, Wealth Management, Leadership, Financial Analysis, Small Business, Asset Allocation, Roth IRA, Securities, Finance, Long-term Care, Term Life Insurance, Disability Insurance, Universal Life, Whole Life, Wealth Transfer, College Savings Plans, Income Protection, Series 63, Investment Strategies, 529 Plans, Variable Annuities, Series 65, Saving for Education, Long Term Care Insurance, Mutual Funds
Education
Sam Houston State University 1985 — 1988
Bachelor of Business Administration (B.B.A.), Business Education
Sam Houston State University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Education and Finance
Humble High School 1979 — 1982
Diploma, General Studies
Edward Jones April 2002 - Present
Morgan Stanley August 1998 - April 2002
Aldine High School August 1989 - May 1997
Skills
Retirement, Investments, Strategic Planning, Insurance, Retirement Plan..., Series 7, Uniform Combined State..., Customer Service, IRAs, Life Insurance, Estate Considerations, 401k, Portfolio Review, Fixed Annuities, Wealth Management, Leadership, Financial Analysis, Small Business, Asset Allocation, Roth IRA, Securities, Finance, Long-term Care, Term Life Insurance, Disability Insurance, Universal Life, Whole Life, Wealth Transfer, College Savings Plans, Income Protection, Series 63, Investment Strategies, 529 Plans, Variable Annuities, Series 65, Saving for Education, Long Term Care Insurance, Mutual Funds
Education
Sam Houston State University 1985 — 1988
Bachelor of Business Administration (B.B.A.), Business Education
Sam Houston State University 1984 — 1988
Bachelor of Business Administration (B.B.A.), Education and Finance
Humble High School 1979 — 1982
Diploma, General Studies
James D. Clinton Usher James D. Clinton Usher's Morgan Stanley Experience January 1997 - August 2002
Job Investment and Compliance Officer
Industry Financial Services
Experience
Merrill Lynch March 2012 - September 2012
Merrill Lynch April 2008 - March 2012
American Legion Alabama Boys State 1989 - 2012
Merrill Lynch 2002 - 2008
Morgan Stanley January 1997 - August 2002
Calvary Christian Academy August 1996 - June 1997
Educational Resources, Inc. 1990 - 1995
Skills
Series 7, Uniform Combined State..., Series 63, Mutual Funds, Wealth Management, Series 65, Securities, Retirement Planning, Investments, Investment Advisory, Strategic Financial..., Asset Managment, Asset Allocation, FINRA, Portfolio Management, Financial Analysis, Retirement, Equities, Fixed Income, Alternative Investments
Education
Samford University 1991 — 1994
Bachelor of Science (B.S.), Public Administration, 3.7
Merrill Lynch March 2012 - September 2012
Merrill Lynch April 2008 - March 2012
American Legion Alabama Boys State 1989 - 2012
Merrill Lynch 2002 - 2008
Morgan Stanley January 1997 - August 2002
Calvary Christian Academy August 1996 - June 1997
Educational Resources, Inc. 1990 - 1995
Skills
Series 7, Uniform Combined State..., Series 63, Mutual Funds, Wealth Management, Series 65, Securities, Retirement Planning, Investments, Investment Advisory, Strategic Financial..., Asset Managment, Asset Allocation, FINRA, Portfolio Management, Financial Analysis, Retirement, Equities, Fixed Income, Alternative Investments
Education
Samford University 1991 — 1994
Bachelor of Science (B.S.), Public Administration, 3.7
Christopher Triplett, MIS Christopher Triplett, MIS's Morgan Stanley Experience March 2013 - August 2013
Job Sr Consultant Finance (Data Governance and Controls) at Verizon
Industry Information Technology and Services
Experience
Verizon June 2015 - Present
Verizon March 2014 - Present
EXIT Realty Corp. International 2012 - 2015
Adventist Health September 2013 - April 2014
Morgan Stanley March 2013 - August 2013
National Grid December 2012 - March 2013
Morgan Stanley March 2012 - January 2013
GP Strategies Corporation 2012 - 2013
EarthLink October 2012 - December 2012
Crestline Hotels & Resorts February 2010 - March 2012
Skills
Sales Management, Pre-opening, Property Management..., CRM, Customer Service, Contract Negotiation, Budgets, Account Management, Revenue Analysis, Sales, ERP, Change Management, Instructor-led Training, Training Delivery, Salesforce.com, Strategic Leadership, Hands-on Training, E-Learning, Public Speaking, Microsoft Office, Business Process..., Leadership Development, Human Resources, Drive Results, Coaching, Sales Process, Sales Presentations, International Sales, Sales Operations, Employee Training, Inventory Management, SAP, Team Building, Hotels, Customer Satisfaction, Event Planning, Training, Leadership, Event Management, Management, Process Improvement, Recruiting, Consulting, Team Leadership, Integration, Project Management, Program Management, Organizational..., Performance Management
Education
University of Phoenix 2013 — 2014
Master's degree, Management Information Systems
University of Houston 1998 — 2002
Bachelor of Science (BS), HRM
VLSS
Certification, Lean Six Sigma GB
Sam Houston State University
Business Administration and Management, General
Verizon June 2015 - Present
Verizon March 2014 - Present
EXIT Realty Corp. International 2012 - 2015
Adventist Health September 2013 - April 2014
Morgan Stanley March 2013 - August 2013
National Grid December 2012 - March 2013
Morgan Stanley March 2012 - January 2013
GP Strategies Corporation 2012 - 2013
EarthLink October 2012 - December 2012
Crestline Hotels & Resorts February 2010 - March 2012
Skills
Sales Management, Pre-opening, Property Management..., CRM, Customer Service, Contract Negotiation, Budgets, Account Management, Revenue Analysis, Sales, ERP, Change Management, Instructor-led Training, Training Delivery, Salesforce.com, Strategic Leadership, Hands-on Training, E-Learning, Public Speaking, Microsoft Office, Business Process..., Leadership Development, Human Resources, Drive Results, Coaching, Sales Process, Sales Presentations, International Sales, Sales Operations, Employee Training, Inventory Management, SAP, Team Building, Hotels, Customer Satisfaction, Event Planning, Training, Leadership, Event Management, Management, Process Improvement, Recruiting, Consulting, Team Leadership, Integration, Project Management, Program Management, Organizational..., Performance Management
Education
University of Phoenix 2013 — 2014
Master's degree, Management Information Systems
University of Houston 1998 — 2002
Bachelor of Science (BS), HRM
VLSS
Certification, Lean Six Sigma GB
Sam Houston State University
Business Administration and Management, General
Christian Kansler Christian Kansler's Morgan Stanley Experience November 2007 - November 2010
Job Advisor Relationship Manager at Hennessy Funds
Industry Financial Services
Experience
Hennessy Funds July 2013 - Present
ProFund Advisors LLC November 2010 - July 2013
Morgan Stanley November 2007 - November 2010
Skills
Series 7, Series 63, Series 65, ETFs, Mutual Funds, Alternative Investments, Investment Sales, Portfolio Assessment, Derivatives, Capital Markets
Education
Salisbury University - Perdue School of Business 2004 — 2007
Bachelors, Finance
The John Carroll School 1999 — 2003
All
Hennessy Funds July 2013 - Present
ProFund Advisors LLC November 2010 - July 2013
Morgan Stanley November 2007 - November 2010
Skills
Series 7, Series 63, Series 65, ETFs, Mutual Funds, Alternative Investments, Investment Sales, Portfolio Assessment, Derivatives, Capital Markets
Education
Salisbury University - Perdue School of Business 2004 — 2007
Bachelors, Finance
The John Carroll School 1999 — 2003
All
Erica Oliver's Morgan Stanley Experience February 2012 - October 2013
Job Treasury Analyst at WEX Inc. (NYSE: WEX)
Industry Banking
Experience
WEX Inc. (NYSE: WEX) October 2013 - Present
Morgan Stanley February 2012 - October 2013
Woodlands Commercial Bank April 2010 - January 2012
University Credit Union October 2009 - April 2010
University Credit Union October 2008 - October 2009
Perry Hotel February 2008 - May 2008
Roberts Arts January 2001 - February 2008
Skills
Multitasker, Fast Learner, Teamwork, Management, Time Management, Vendor Management, Training, Banking, Customer Service, Investments, Loans
Education
Salt Lake Community College 2011 — 2013
Associate of Arts, General Studies
Jordan Applied Technology Center 2006 — 2007
Veterinary Assistant
WEX Inc. (NYSE: WEX) October 2013 - Present
Morgan Stanley February 2012 - October 2013
Woodlands Commercial Bank April 2010 - January 2012
University Credit Union October 2009 - April 2010
University Credit Union October 2008 - October 2009
Perry Hotel February 2008 - May 2008
Roberts Arts January 2001 - February 2008
Skills
Multitasker, Fast Learner, Teamwork, Management, Time Management, Vendor Management, Training, Banking, Customer Service, Investments, Loans
Education
Salt Lake Community College 2011 — 2013
Associate of Arts, General Studies
Jordan Applied Technology Center 2006 — 2007
Veterinary Assistant
Alex Vick's Morgan Stanley Experience 2003 - 2008
Job Construction at National Security Agency
Industry Aviation & Aerospace
Experience
National Security Agency November 2012 - Present
Morgan Stanley 2003 - 2008
Skills
Customer Service, Microsoft Office, PowerPoint, Program Management, Microsoft Excel, Leadership, Strategic Planning, Team Building, Management, Online Marketing, Team Leadership, Financial Analysis
Education
Salt Lake Community College 2006 — 2009
National Security Agency November 2012 - Present
Morgan Stanley 2003 - 2008
Skills
Customer Service, Microsoft Office, PowerPoint, Program Management, Microsoft Excel, Leadership, Strategic Planning, Team Building, Management, Online Marketing, Team Leadership, Financial Analysis
Education
Salt Lake Community College 2006 — 2009
Brandon Day's Morgan Stanley Experience January 1996 - July 1998
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2002 - Present
Merrill Lynch July 1998 - June 2002
Morgan Stanley January 1996 - July 1998
Skills
Investments, Finance, Insurance, Mutual Funds, Retirement Planning, Retirement, Financial Advisory, Investment Planning
Education
San Diego State University-California State University 1988 — 1991
Bachelor of Arts (B.A.)
Wells Fargo Advisors, LLC June 2002 - Present
Merrill Lynch July 1998 - June 2002
Morgan Stanley January 1996 - July 1998
Skills
Investments, Finance, Insurance, Mutual Funds, Retirement Planning, Retirement, Financial Advisory, Investment Planning
Education
San Diego State University-California State University 1988 — 1991
Bachelor of Arts (B.A.)
Dennis C. Hearndon Dennis C. Hearndon's Morgan Stanley Experience 2004 - 2013
Job Lead Medicaid and Marketplace Molina Member Service.
Industry Hospital & Health Care
Experience
MOLINA HEALTHCARE INC July 2015 - Present
General Dynamics Information Technology November 2014 - July 2015
Morgan Stanley Smith Barney December 2009 - July 2014
General Dynamics Information Technology September 2014 - 2014
Morgan Stanley 2004 - 2013
Discover Financial Services 2003 - 2009
Skills
Wealth Management, Investments, Retirement Planning, Mutual Funds, Asset Allocation, Securities, Equities, Retirement, Alternative Investments, Fixed Income, Portfolio Management, Investment Strategies, Investment Advisory, Strategic Financial..., Asset Management, Financial Advisory, Uniform Combined State..., Customer Service, Financial Planning, Public Speaking, Project Management, Microsoft Excel, Microsoft Word, Strategic Planning, Process Improvement, Team Leadership, Social Media, Management, Team Building, Microsoft Office, Leadership, PowerPoint
Education
San Diego City College 1988 — 1990
MOLINA HEALTHCARE INC July 2015 - Present
General Dynamics Information Technology November 2014 - July 2015
Morgan Stanley Smith Barney December 2009 - July 2014
General Dynamics Information Technology September 2014 - 2014
Morgan Stanley 2004 - 2013
Discover Financial Services 2003 - 2009
Skills
Wealth Management, Investments, Retirement Planning, Mutual Funds, Asset Allocation, Securities, Equities, Retirement, Alternative Investments, Fixed Income, Portfolio Management, Investment Strategies, Investment Advisory, Strategic Financial..., Asset Management, Financial Advisory, Uniform Combined State..., Customer Service, Financial Planning, Public Speaking, Project Management, Microsoft Excel, Microsoft Word, Strategic Planning, Process Improvement, Team Leadership, Social Media, Management, Team Building, Microsoft Office, Leadership, PowerPoint
Education
San Diego City College 1988 — 1990
Kevin McGlynn, CIMA® Kevin McGlynn, CIMA®'s Morgan Stanley Experience October 2003 - December 2005
Job SubAdvisory Sales Director West at Schroders Investment Management
Industry Financial Services
Experience
Schroders Vice President - Regional Director - Western USInnealta CapitalJanuary 2012 - July 2015
Union Bank January 2009 - January 2012
MassMutual Financial Group 2006 - 2009
Smith Barney March 2006 - October 2006
Morgan Stanley October 2003 - December 2005
Education
San Diego State University-California State University 2003 — 2006
BA, International Economics
Chaminade College Prep
Schroders Vice President - Regional Director - Western USInnealta CapitalJanuary 2012 - July 2015
Union Bank January 2009 - January 2012
MassMutual Financial Group 2006 - 2009
Smith Barney March 2006 - October 2006
Morgan Stanley October 2003 - December 2005
Education
San Diego State University-California State University 2003 — 2006
BA, International Economics
Chaminade College Prep
Justin Lumsden Justin Lumsden's Morgan Stanley Experience July 2015 - Present
Job Private Banker Advisory Associate at Morgan Stanley
Industry Banking
Experience
Morgan Stanley July 2015 - Present
Jason Secor Real Estate Advisors June 2013 - July 2015
Hewitt Trussville Board of Education August 2012 - May 2013
Skills
Contract Negotiation, First Time Home Buyers, Residential Homes, Listing Homes, Real Estate, Investments, Buyer Representation, Single Family Homes, Relocation, Real Estate Transactions, Move Up Buyers, Relocation Buyers, National Association of..., Townhomes, Sellers, Sales, Public Speaking, Customer Service, PowerPoint, Microsoft Office
Education
Samford University 2008 — 2012
Bachelor’s Degree
Greater Atlanta Christian School 2000 — 2008
Morgan Stanley July 2015 - Present
Jason Secor Real Estate Advisors June 2013 - July 2015
Hewitt Trussville Board of Education August 2012 - May 2013
Skills
Contract Negotiation, First Time Home Buyers, Residential Homes, Listing Homes, Real Estate, Investments, Buyer Representation, Single Family Homes, Relocation, Real Estate Transactions, Move Up Buyers, Relocation Buyers, National Association of..., Townhomes, Sellers, Sales, Public Speaking, Customer Service, PowerPoint, Microsoft Office
Education
Samford University 2008 — 2012
Bachelor’s Degree
Greater Atlanta Christian School 2000 — 2008
Jordan Rushton's Morgan Stanley Experience June 2015 - Present
Job Wealth Management Operations
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley July 2014 - Present
CLEARLINK October 2013 - 2014
L-3 Communications June 2011 - August 2013
L3 Communications 2011 - 2013
Skills
Electronics, Microsoft Office, Microsoft Excel, Leadership, Management
Education
University of Phoenix 2012 — 2013
Bachelor's degree, Business Management
Salt Lake Community College 2008 — 2012
Associate's degree, General Studies
Morgan Stanley June 2015 - Present
Morgan Stanley July 2014 - Present
CLEARLINK October 2013 - 2014
L-3 Communications June 2011 - August 2013
L3 Communications 2011 - 2013
Skills
Electronics, Microsoft Office, Microsoft Excel, Leadership, Management
Education
University of Phoenix 2012 — 2013
Bachelor's degree, Business Management
Salt Lake Community College 2008 — 2012
Associate's degree, General Studies
Dale Whitmer Dale Whitmer's Morgan Stanley Experience January 2014 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Robert W. Baird & Co. January 2012 - December 2013
UBS Financial Services December 2009 - January 2012
Merrill Lynch March 2005 - December 2009
The Vintage Bank April 2003 - December 2006
Education
San Diego State University-California State University 2002 — 2007
Business, Finance
Morgan Stanley January 2014 - Present
Robert W. Baird & Co. January 2012 - December 2013
UBS Financial Services December 2009 - January 2012
Merrill Lynch March 2005 - December 2009
The Vintage Bank April 2003 - December 2006
Education
San Diego State University-California State University 2002 — 2007
Business, Finance
Randy Nunez Randy Nunez's Morgan Stanley Experience January 2004 - June 2005
Job Field Services Representative at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial April 2013 - Present
Nationwide Financial February 2009 - April 2013
Wells Fargo 2005 - 2006
Morgan Stanley January 2004 - June 2005
Hub International 2000 - 2003
Bank of America 1997 - 1999
Skills
Mutual Funds, Retirement Planning, Series 7, Sales, Uniform Combined State..., Retirement, Investments, Strategic Planning, Fixed Annuities, Risk Management, Wealth Management, Finance, Portfolio Management, Securities, Financial Services, Banking, Insurance, Mortgage Lending
Education
The University of New Mexico 1989 — 1996
Bachelor of Arts (BA)
San Diego State University-California State University
Nationwide Financial April 2013 - Present
Nationwide Financial February 2009 - April 2013
Wells Fargo 2005 - 2006
Morgan Stanley January 2004 - June 2005
Hub International 2000 - 2003
Bank of America 1997 - 1999
Skills
Mutual Funds, Retirement Planning, Series 7, Sales, Uniform Combined State..., Retirement, Investments, Strategic Planning, Fixed Annuities, Risk Management, Wealth Management, Finance, Portfolio Management, Securities, Financial Services, Banking, Insurance, Mortgage Lending
Education
The University of New Mexico 1989 — 1996
Bachelor of Arts (BA)
San Diego State University-California State University
Karl Salocks's Morgan Stanley Experience May 2013 - May 2015
Job Advisor
Industry Financial Services
Experience
Principal Financial Group September 2015 - Present
Waddell & Reed June 2015 - August 2015
Morgan Stanley May 2013 - May 2015
Merrill Lynch June 2012 - December 2012
GEICO October 2007 - March 2010
Skills
Insurance, Customer Service, Underwriting, Sales, Risk Management, Financial Analysis, Business Analysis, Microsoft Excel, Sales Management, Strategic Planning, Account Management, Process Improvement, Banking, Microsoft Office, Investments, PowerPoint, Management, Negotiation, Team Building, Outlook
Education
San Francisco State University 2010 — 2011
MasterofBusinessAdministration, Accounting
San Diego State University-California State University 2003 — 2006
B.S., Business-Management
Principal Financial Group September 2015 - Present
Waddell & Reed June 2015 - August 2015
Morgan Stanley May 2013 - May 2015
Merrill Lynch June 2012 - December 2012
GEICO October 2007 - March 2010
Skills
Insurance, Customer Service, Underwriting, Sales, Risk Management, Financial Analysis, Business Analysis, Microsoft Excel, Sales Management, Strategic Planning, Account Management, Process Improvement, Banking, Microsoft Office, Investments, PowerPoint, Management, Negotiation, Team Building, Outlook
Education
San Francisco State University 2010 — 2011
MasterofBusinessAdministration, Accounting
San Diego State University-California State University 2003 — 2006
B.S., Business-Management
Kent Fedoroff Kent Fedoroff's Morgan Stanley Experience January 2001 - December 2002
Job Safety Technician at CSERT
Industry Environmental Services
Experience
CSERT January 2005 - Present
CSERT January 2007 - July 2009
Citistreet January 2003 - December 2004
Morgan Stanley January 2001 - December 2002
Prudential Financial May 2000 - January 2001
Skills
HAZWOPER, Safety Management..., Occupational Health, Hazardous Waste..., EHS, Environmental Awareness, Environmental Compliance, Construction Safety, Industrial Safety, Hazard Analysis, Workplace Safety, Industrial Hygiene, Accident Investigation, EPA, Risk Assessment, Hazard Recognition, Hazardous Materials
Education
Salisbury University - Perdue School of Business 1996 — 2000
marketing, business
CSERT January 2005 - Present
CSERT January 2007 - July 2009
Citistreet January 2003 - December 2004
Morgan Stanley January 2001 - December 2002
Prudential Financial May 2000 - January 2001
Skills
HAZWOPER, Safety Management..., Occupational Health, Hazardous Waste..., EHS, Environmental Awareness, Environmental Compliance, Construction Safety, Industrial Safety, Hazard Analysis, Workplace Safety, Industrial Hygiene, Accident Investigation, EPA, Risk Assessment, Hazard Recognition, Hazardous Materials
Education
Salisbury University - Perdue School of Business 1996 — 2000
marketing, business
Pamela Jan (Pamela Gomez) Gomez Pamela Jan (Pamela Gomez) Gomez's Morgan Stanley Experience November 2012 - April 2013
Job Finicity Financial Consultant
Industry Financial Services
Experience
Finicity April 2015 - Present
EverClear Windows January 2001 - Present
Morgan Stanley November 2012 - April 2013
Skills
Customer Service, Microsoft Office, Project Management, Small Business, Entrepreneurship, Strategic Planning, Contract Negotiation, Sales, Financial Services, Sales Management, Management, Team Building, Leadership, Microsoft Excel, Marketing, Finance, Microsoft Word, Banking, PowerPoint, Loans, Team Leadership
Education
Salt Lake Community College 2015 — 2019
Communications
Las Vegas High school 1984 — 1987
Diploma, B Honors student
Finicity April 2015 - Present
EverClear Windows January 2001 - Present
Morgan Stanley November 2012 - April 2013
Skills
Customer Service, Microsoft Office, Project Management, Small Business, Entrepreneurship, Strategic Planning, Contract Negotiation, Sales, Financial Services, Sales Management, Management, Team Building, Leadership, Microsoft Excel, Marketing, Finance, Microsoft Word, Banking, PowerPoint, Loans, Team Leadership
Education
Salt Lake Community College 2015 — 2019
Communications
Las Vegas High school 1984 — 1987
Diploma, B Honors student
Jonathan Landau, MBA's Morgan Stanley Experience May 2005 - September 2006
Job Founder & CEO at JL Hospitality
Industry Hospitality
Experience
JL Hospitality February 2014 - Present
Meetings Global Inc. July 2012 - February 2014
San Diego Reader August 2010 - March 2012
San Diego Convention Center Corporation August 2007 - June 2010
Morgan Stanley May 2005 - September 2006
Various Non Profit organizations January 2002 - April 2005
Skills
business development, Key Account Management, Partner Relationship..., Business Strategy, Sales, Business Development, Negotiation, Marketing Strategy, Strategic Partnerships, Partner Management, Advertising, Event Management, Hotels, CRM, Sales Management, Hospitality, Trade Shows, Strategy, Leadership, Marketing, Social Media, New Business Development, Nonprofits, Budgets, Fundraising, Sponsorship, Direct Sales, Social Media Marketing, Public Speaking, Marketing Communications
Education
San Diego State University-California State University 2007 — 2009
MBA, Management / Marketing
University of California, San Diego 1998 — 2002
Bachelors, Sociology
JL Hospitality February 2014 - Present
Meetings Global Inc. July 2012 - February 2014
San Diego Reader August 2010 - March 2012
San Diego Convention Center Corporation August 2007 - June 2010
Morgan Stanley May 2005 - September 2006
Various Non Profit organizations January 2002 - April 2005
Skills
business development, Key Account Management, Partner Relationship..., Business Strategy, Sales, Business Development, Negotiation, Marketing Strategy, Strategic Partnerships, Partner Management, Advertising, Event Management, Hotels, CRM, Sales Management, Hospitality, Trade Shows, Strategy, Leadership, Marketing, Social Media, New Business Development, Nonprofits, Budgets, Fundraising, Sponsorship, Direct Sales, Social Media Marketing, Public Speaking, Marketing Communications
Education
San Diego State University-California State University 2007 — 2009
MBA, Management / Marketing
University of California, San Diego 1998 — 2002
Bachelors, Sociology
Morgan McHale's Morgan Stanley Experience September 2015 - Present
Job Wealth Management Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
UBS Wealth Management June 2015 - August 2015
Westport Resources June 2014 - August 2014
Jack Wills September 2013 - May 2014
Paras, Apy & Reiss, P.C. June 2013 - August 2013
Skills
Retail, PowerPoint, Microsoft Excel, Microsoft Office, Sales, Time Management, Microsoft Word, Public Speaking, Marketing, Teamwork, Investments, Public Relations, Customer Service
Education
Salve Regina University 2012 — 2016
Bachelor of Science (B.S.), Global Business and Economics
Vesalius College 2014 — 2014
International Relations and Affairs
Lauralton Hall 2008 — 2012
High School
Morgan Stanley September 2015 - Present
UBS Wealth Management June 2015 - August 2015
Westport Resources June 2014 - August 2014
Jack Wills September 2013 - May 2014
Paras, Apy & Reiss, P.C. June 2013 - August 2013
Skills
Retail, PowerPoint, Microsoft Excel, Microsoft Office, Sales, Time Management, Microsoft Word, Public Speaking, Marketing, Teamwork, Investments, Public Relations, Customer Service
Education
Salve Regina University 2012 — 2016
Bachelor of Science (B.S.), Global Business and Economics
Vesalius College 2014 — 2014
International Relations and Affairs
Lauralton Hall 2008 — 2012
High School
Jake Straughan's Morgan Stanley Experience June 2014 - August 2015
Job MBA Candidate
Industry Financial Services
Experience
University of Houston June 2014 - Present
Morgan Stanley June 2014 - August 2015
United States Army June 2012 - June 2014
US Army October 2011 - June 2012
Skills
Strategic Planning, Team Leadership, Problem Solving, Highly detail oriented, PowerPoint development, Project Planning, Government, Logistics, Force Protection, Project Management, Security, Leadership, Security Clearance, Intelligence Analysis, Afghanistan, Tactics, Counterterrorism, Military, Intelligence, Tactical Operations
Education
University of Houston 2014 — 2016
Master of Business Administration (M.B.A.), Financial Services
Army Officer Candidate School (OCS) 2010 — 2011
Branched Military Intelligence detailed Infantry
Sam Houston State University 2008 — 2010
Bachelor of Science (BS), Criminal Justice
University of Houston June 2014 - Present
Morgan Stanley June 2014 - August 2015
United States Army June 2012 - June 2014
US Army October 2011 - June 2012
Skills
Strategic Planning, Team Leadership, Problem Solving, Highly detail oriented, PowerPoint development, Project Planning, Government, Logistics, Force Protection, Project Management, Security, Leadership, Security Clearance, Intelligence Analysis, Afghanistan, Tactics, Counterterrorism, Military, Intelligence, Tactical Operations
Education
University of Houston 2014 — 2016
Master of Business Administration (M.B.A.), Financial Services
Army Officer Candidate School (OCS) 2010 — 2011
Branched Military Intelligence detailed Infantry
Sam Houston State University 2008 — 2010
Bachelor of Science (BS), Criminal Justice
Jane G. Doyle, CFP® Jane G. Doyle, CFP®'s Morgan Stanley Experience November 1993 - November 2005
Job Senior Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. November 2005 - Present
Morgan Stanley November 1993 - November 2005
Skills
Fixed Income Strategies, Investment Strategies, 401(k) Rollovers, Retirement Savings, Financial Advisory, Multigenerational..., Estate Investment..., Relationship Management, Insurance, Securities, Wealth-Preservation..., Asset Allocation, Wealth Management..., Retirement-Plan..., Tax-Efficient Strategies, Investments, Risk Management...
Education
Samford University 1979 — 1981
Master of Business Administration (M.B.A.)
Sewanee-The University of the South 1974 — 1978
Bachelor's Degree, English
Oppenheimer & Co. Inc. November 2005 - Present
Morgan Stanley November 1993 - November 2005
Skills
Fixed Income Strategies, Investment Strategies, 401(k) Rollovers, Retirement Savings, Financial Advisory, Multigenerational..., Estate Investment..., Relationship Management, Insurance, Securities, Wealth-Preservation..., Asset Allocation, Wealth Management..., Retirement-Plan..., Tax-Efficient Strategies, Investments, Risk Management...
Education
Samford University 1979 — 1981
Master of Business Administration (M.B.A.)
Sewanee-The University of the South 1974 — 1978
Bachelor's Degree, English
Christian Reuter Christian Reuter's Morgan Stanley Experience July 2003 - January 2006
Job Wealth Management Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2012 - Present
Merrill Lynch January 2006 - August 2012
Morgan Stanley July 2003 - January 2006
Morgan Stanley January 2000 - July 2003
Skills
Retirement Planning, Investments, Estate Planning, 401k, Investment Management, Wealth Management, Investment Advisory, Retirement, Series 7, Uniform Combined State..., Investment Strategies, Asset Allocation, Asset Managment, Financial Advisory, Wealth Accumulation, Fixed Annuities, Mutual Funds, Portfolio Management, Strategic Financial..., Wealth, Syndicate, IPO, Municipal Bonds, Private Equity, Hedge Funds, Long/Short Equity, Options Strategies, Employee Stock Options, Rule 144, Unit Investment Trusts, Foreign Currency, Prime Brokerage, Alternative Investments, Asset Management, Series 65, Series 63, Financial Services, Securities, Finance, Loans, Fixed Income, Risk Management, Financial Analysis, Insurance, Management
Education
San Diego State University-California State University 1998 — 2003
BS, Financial Services
RBC Wealth Management August 2012 - Present
Merrill Lynch January 2006 - August 2012
Morgan Stanley July 2003 - January 2006
Morgan Stanley January 2000 - July 2003
Skills
Retirement Planning, Investments, Estate Planning, 401k, Investment Management, Wealth Management, Investment Advisory, Retirement, Series 7, Uniform Combined State..., Investment Strategies, Asset Allocation, Asset Managment, Financial Advisory, Wealth Accumulation, Fixed Annuities, Mutual Funds, Portfolio Management, Strategic Financial..., Wealth, Syndicate, IPO, Municipal Bonds, Private Equity, Hedge Funds, Long/Short Equity, Options Strategies, Employee Stock Options, Rule 144, Unit Investment Trusts, Foreign Currency, Prime Brokerage, Alternative Investments, Asset Management, Series 65, Series 63, Financial Services, Securities, Finance, Loans, Fixed Income, Risk Management, Financial Analysis, Insurance, Management
Education
San Diego State University-California State University 1998 — 2003
BS, Financial Services
Karen Sutherlin MBA Karen Sutherlin MBA's Morgan Stanley Experience June 2003 - June 2004
Job President/CoFounder CertifiedCars.com
Industry Automotive
Experience
CertifiedCars.com January 2012 - Present
fusionZONE Automotive, Inc. January 2006 - Present
Automotive Finance Sector July 2004 - August 2006
Morgan Stanley June 2003 - June 2004
Automotive Finance Sector March 1992 - June 2003
Skills
Finance, Portfolio Management, Budgets, Securities, Management, Internal Operations, Financial Accounting, Strategic Planning, Marketing Strategy, Digital Marketing, Mutual Funds, Program Management, Financial Risk, Insurance, Automotive, Sales, Project Planning, Profit, Selling, Pricing, Business Planning, Forecasting, Executive Management, Dealers, Automotive Aftermarket, Sales Management, Loans, Competitive Analysis, Vehicles, Customer Retention, Income Statement, Automobile, Dealer Management, Sales Process, Training, Sales Operations, Business Strategy, Strategy, Start-ups, B2B, Customer Satisfaction, P&L Management, Market Planning, CRM, Negotiation, New Business Development, Profit Maximization, International Business, Parts, Reynolds
Education
University of Miami - School of Business 2003 — 2005
M.B.A., International Business
San Diego State University-California State University 1998 — 2003
B.S., Business Management
CertifiedCars.com January 2012 - Present
fusionZONE Automotive, Inc. January 2006 - Present
Automotive Finance Sector July 2004 - August 2006
Morgan Stanley June 2003 - June 2004
Automotive Finance Sector March 1992 - June 2003
Skills
Finance, Portfolio Management, Budgets, Securities, Management, Internal Operations, Financial Accounting, Strategic Planning, Marketing Strategy, Digital Marketing, Mutual Funds, Program Management, Financial Risk, Insurance, Automotive, Sales, Project Planning, Profit, Selling, Pricing, Business Planning, Forecasting, Executive Management, Dealers, Automotive Aftermarket, Sales Management, Loans, Competitive Analysis, Vehicles, Customer Retention, Income Statement, Automobile, Dealer Management, Sales Process, Training, Sales Operations, Business Strategy, Strategy, Start-ups, B2B, Customer Satisfaction, P&L Management, Market Planning, CRM, Negotiation, New Business Development, Profit Maximization, International Business, Parts, Reynolds
Education
University of Miami - School of Business 2003 — 2005
M.B.A., International Business
San Diego State University-California State University 1998 — 2003
B.S., Business Management
Cynthia van Zyl Cynthia van Zyl's Morgan Stanley Experience 2011 - Present
Job Executive Assistant at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley 2011 - Present
Continental Airlines 2011 - 2011
Continental Airlines 2005 - 2011
Continental Airlines 2002 - 2005
Continental Airlines 2002 - 2002
Continental Airlines 2001 - 2002
Continental Airlines 2001 - 2001
Continental Airlines 1999 - 2001
Continental Airlines 1998 - 1999
Pasadena Independent School District 1996 - 1998
Skills
Contract Negotiation, Airlines, Program Management, Customer Service, Travel Management, Leadership, Marketing Communications, Writing, Editing, Sales, Promotions, Relationship Building, Creative Problem Solving, Event Planning, Internal Communications, Newsletters, Contract Management, Sales Support, QuarkXPress, Microsoft Excel, Microsoft Word, Aviation, Management, Strategic Planning
Education
University of Houston-Clear Lake
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Sam Houston State University
Journalism
Morgan Stanley 2011 - Present
Continental Airlines 2011 - 2011
Continental Airlines 2005 - 2011
Continental Airlines 2002 - 2005
Continental Airlines 2002 - 2002
Continental Airlines 2001 - 2002
Continental Airlines 2001 - 2001
Continental Airlines 1999 - 2001
Continental Airlines 1998 - 1999
Pasadena Independent School District 1996 - 1998
Skills
Contract Negotiation, Airlines, Program Management, Customer Service, Travel Management, Leadership, Marketing Communications, Writing, Editing, Sales, Promotions, Relationship Building, Creative Problem Solving, Event Planning, Internal Communications, Newsletters, Contract Management, Sales Support, QuarkXPress, Microsoft Excel, Microsoft Word, Aviation, Management, Strategic Planning
Education
University of Houston-Clear Lake
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Sam Houston State University
Journalism
John Engstrom John Engstrom's Morgan Stanley Experience May 2002 - August 2002
Job Financial Advisor, Ameriprise
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. December 2013 - Present
Golden Gate University October 2013 - December 2013
Dominican University of California February 2005 - June 2013
Absolute Volleyball Club 2006 - 2012
Accredited Home Lenders July 2003 - January 2005
Collegiate Funding Group October 2002 - June 2003
Morgan Stanley May 2002 - August 2002
ARK Digital Technologies August 2001 - April 2002
West Hills High School 2000 - 2001
Education
San Diego State University 2001 — 2003
Masters, Business Administration
San Diego State University-California State University 1995 — 2000
BS, Kineseology
Rancho Bernardo High School 1991 — 1995
Ameriprise Financial Services, Inc. December 2013 - Present
Golden Gate University October 2013 - December 2013
Dominican University of California February 2005 - June 2013
Absolute Volleyball Club 2006 - 2012
Accredited Home Lenders July 2003 - January 2005
Collegiate Funding Group October 2002 - June 2003
Morgan Stanley May 2002 - August 2002
ARK Digital Technologies August 2001 - April 2002
West Hills High School 2000 - 2001
Education
San Diego State University 2001 — 2003
Masters, Business Administration
San Diego State University-California State University 1995 — 2000
BS, Kineseology
Rancho Bernardo High School 1991 — 1995
Christopher Pennington, CRPC ® Christopher Pennington, CRPC ®'s Morgan Stanley Experience January 2001 - February 2008
Job Vice PresidentWealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. February 2008 - Present
Morgan Stanley January 2001 - February 2008
Education
El Modena High
San Diego State University-California State University
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
UBS Financial Services Inc. February 2008 - Present
Morgan Stanley January 2001 - February 2008
Education
El Modena High
San Diego State University-California State University
Bachelor of Applied Science (B.A.Sc.), Business, Management, Marketing, and Related Support Services
Saba Golshan's Morgan Stanley Experience October 2013 - March 2014
Job International Inside Sales and Marketing Manager at SkinMedica Inc., An Allergan Company
Industry Pharmaceuticals
Experience
SkinMedica Inc., An Allergan Company October 2014 - Present
SkinMedica Inc., An Allergan Company May 2014 - October 2014
Morgan Stanley October 2013 - March 2014
LabActive April 2013 - January 2014
Skills
Entrepreneurship, Investments, Public Speaking, Social Media Strategist, Team Leadership, Leadership Development, Sales Management, Microsoft Excel, Microsoft Office, Teamwork, Customer Service, Sales, Marketing, Training, Coaching, Leadership, Social Networking, Finance, Management, Market Research, Business Planning, Business Development, Budgets, Social Media Marketing
Education
San Diego State University-California State University 2009 — 2014
Bachelor of Science (B.S.), Finance, Senior, 3.7
University of Oxford 2012 — 2012
International Relations, International Economics and Marketing, 3.8
San Diego State University-California State University 2009 — 2014
Minor, International/Global Studies, 3.8
SkinMedica Inc., An Allergan Company October 2014 - Present
SkinMedica Inc., An Allergan Company May 2014 - October 2014
Morgan Stanley October 2013 - March 2014
LabActive April 2013 - January 2014
Skills
Entrepreneurship, Investments, Public Speaking, Social Media Strategist, Team Leadership, Leadership Development, Sales Management, Microsoft Excel, Microsoft Office, Teamwork, Customer Service, Sales, Marketing, Training, Coaching, Leadership, Social Networking, Finance, Management, Market Research, Business Planning, Business Development, Budgets, Social Media Marketing
Education
San Diego State University-California State University 2009 — 2014
Bachelor of Science (B.S.), Finance, Senior, 3.7
University of Oxford 2012 — 2012
International Relations, International Economics and Marketing, 3.8
San Diego State University-California State University 2009 — 2014
Minor, International/Global Studies, 3.8
Trey Munday Trey Munday's Morgan Stanley Experience May 2003 - May 2005
Job President at My Local C.F.O.
Industry Accounting
Experience
My Local C. F. O. June 2010 - Present
Great Ecology, Inc. March 2011 - August 2014
The Risk Management Association - Young Professional Committee / San Diego Chapter September 2009 - June 2012
Union Bank of California August 2005 - July 2010
Morgan Stanley May 2003 - May 2005
Merrill Lynch February 1999 - April 2003
Salomon Smith Barney September 1993 - February 1999
Skills
Financial Analysis, Commercial Lending, Risk Management, Credit Analysis, Accounting, Treasury Management, Banking, Commercial Banking, Cash Flow, Internal Controls, Financial Reporting, Credit Risk, Investments, Finance, Small Business, Asset Management, Financial Risk, Leadership, Cash Management, Budgets, Financial Services, Executive Management, Management
Education
San Diego State University-California State University
Economics, Capital Markets
My Local C. F. O. June 2010 - Present
Great Ecology, Inc. March 2011 - August 2014
The Risk Management Association - Young Professional Committee / San Diego Chapter September 2009 - June 2012
Union Bank of California August 2005 - July 2010
Morgan Stanley May 2003 - May 2005
Merrill Lynch February 1999 - April 2003
Salomon Smith Barney September 1993 - February 1999
Skills
Financial Analysis, Commercial Lending, Risk Management, Credit Analysis, Accounting, Treasury Management, Banking, Commercial Banking, Cash Flow, Internal Controls, Financial Reporting, Credit Risk, Investments, Finance, Small Business, Asset Management, Financial Risk, Leadership, Cash Management, Budgets, Financial Services, Executive Management, Management
Education
San Diego State University-California State University
Economics, Capital Markets
Christopher Kolakowski's Morgan Stanley Experience September 2013 - Present
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2013 - Present
Morgan Stanley December 2009 - September 2013
Cougar Trading, LLC July 2008 - July 2008
Merrill Lynch June 2008 - June 2008
Skills
Securities Lending, Equities, Microsoft Excel, Account Reconciliation, Series 7, Equity Capital Markets, Trade Support, Risk Management, PowerPoint, Capital Markets, Trading, Hedge Funds, Derivatives
Education
Salve Regina University 2005 — 2009
BS, Financial Management
St. Anthony's High School
Morgan Stanley September 2013 - Present
Morgan Stanley December 2009 - September 2013
Cougar Trading, LLC July 2008 - July 2008
Merrill Lynch June 2008 - June 2008
Skills
Securities Lending, Equities, Microsoft Excel, Account Reconciliation, Series 7, Equity Capital Markets, Trade Support, Risk Management, PowerPoint, Capital Markets, Trading, Hedge Funds, Derivatives
Education
Salve Regina University 2005 — 2009
BS, Financial Management
St. Anthony's High School
Neal Britt's Morgan Stanley Experience March 1999 - August 2005
Job Senior Vice President and Wealth Consultant at Sovereign Investment Group
Industry Financial Services
Experience
Sovereign Investment Group September 2005 - Present
Morgan Stanley March 1999 - August 2005
Education
University of Houston, C.T. Bauer College of Business 1999 — 2002
Bachelor of Business Adminstration Finance
Sam Houston State University 1997 — 1998
Sovereign Investment Group September 2005 - Present
Morgan Stanley March 1999 - August 2005
Education
University of Houston, C.T. Bauer College of Business 1999 — 2002
Bachelor of Business Adminstration Finance
Sam Houston State University 1997 — 1998
Edward Najjar Edward Najjar's Morgan Stanley Experience February 1988 - September 1990
Job Founder / CEO / Executive Managing Partner at Micromedia Strategies Inc.
Industry Financial Services
Experience
Micromedia Strategies, Inc. January 2010 - Present
Datnalysis Corporation July 2004 - December 2009
Prudential Financial June 2000 - June 2004
Merrill Lynch April 1997 - June 2000
Shearson Lehman / Smith Barney September 1990 - January 1997
Morgan Stanley February 1988 - September 1990
Skills
Investor Relations, Investments, Venture Capital, Finance, IPO, Equities, CFM, FX trading, Investment Strategies, Metastock, GPM (Guided Portfolio..., Chief Economic Advisor..., Portfolio Management, Asset Management, CSD (Consulting..., Technical Analysis: E..., Chief Investment..., Institutional Trading..., Metastock 10, Q Charts, Elliott Wave Forcaster, Fluent in Arabic, Asset Managment, MetaStock 13 Pro, Thompson Reuters Eikon..., Mutual Funds, Series 7
Education
San Diego State University-California State University 1983 — 1987
Bachelor of Science (BS), Business/Managerial Economics
Tasis Greece
Micromedia Strategies, Inc. January 2010 - Present
Datnalysis Corporation July 2004 - December 2009
Prudential Financial June 2000 - June 2004
Merrill Lynch April 1997 - June 2000
Shearson Lehman / Smith Barney September 1990 - January 1997
Morgan Stanley February 1988 - September 1990
Skills
Investor Relations, Investments, Venture Capital, Finance, IPO, Equities, CFM, FX trading, Investment Strategies, Metastock, GPM (Guided Portfolio..., Chief Economic Advisor..., Portfolio Management, Asset Management, CSD (Consulting..., Technical Analysis: E..., Chief Investment..., Institutional Trading..., Metastock 10, Q Charts, Elliott Wave Forcaster, Fluent in Arabic, Asset Managment, MetaStock 13 Pro, Thompson Reuters Eikon..., Mutual Funds, Series 7
Education
San Diego State University-California State University 1983 — 1987
Bachelor of Science (BS), Business/Managerial Economics
Tasis Greece
Carolina Desiderato Carolina Desiderato's Morgan Stanley Experience November 2006 - Present
Job Vice President, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2006 - Present
Morgan Stanley Wealth Management November 2002 - November 2006
National Discount Brokers April 1999 - November 2002
Skills
Series 7, CRM, Series 63, Equities, Analysis, Financial Services, Mutual Funds, Client Relations Skills
Education
Salve Regina University 1991 — 1995
BA, Administration of Justice
Morgan Stanley November 2006 - Present
Morgan Stanley Wealth Management November 2002 - November 2006
National Discount Brokers April 1999 - November 2002
Skills
Series 7, CRM, Series 63, Equities, Analysis, Financial Services, Mutual Funds, Client Relations Skills
Education
Salve Regina University 1991 — 1995
BA, Administration of Justice
Paul Barenfus Paul Barenfus's Morgan Stanley Experience January 2004 - April 2005
Job SVP/Commercial Banking Manager at Bank of San Francisco
Industry Banking
Experience
Bank of San Francisco January 2014 - Present
Sterling Bank (merged with Umpqua Bank) October 2010 - December 2013
Tamalpais Bank (acquired by Union Bank) August 2006 - July 2010
Morgan Stanley January 2004 - April 2005
Heritage Bank of Commerce November 2000 - January 2004
Skills
Credit, Banking, Loans, Commercial Banking, Financial Analysis, Cash Management, Lines Of Credit, Commercial Mortgages, Finance, Financial Services, Commercial Lending, Business Strategy, Management, Credit Analysis, Small Business Lending
Education
San Francisco State University, College of Business 2003 — 2005
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Pacific Coast Banking School 2013 — 2015
Masters Level
CSUEB
Bachelor of Business Administration (BBA), Finance, General
San Diego State University-California State University
BS, Finance
Bank of San Francisco January 2014 - Present
Sterling Bank (merged with Umpqua Bank) October 2010 - December 2013
Tamalpais Bank (acquired by Union Bank) August 2006 - July 2010
Morgan Stanley January 2004 - April 2005
Heritage Bank of Commerce November 2000 - January 2004
Skills
Credit, Banking, Loans, Commercial Banking, Financial Analysis, Cash Management, Lines Of Credit, Commercial Mortgages, Finance, Financial Services, Commercial Lending, Business Strategy, Management, Credit Analysis, Small Business Lending
Education
San Francisco State University, College of Business 2003 — 2005
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Pacific Coast Banking School 2013 — 2015
Masters Level
CSUEB
Bachelor of Business Administration (BBA), Finance, General
San Diego State University-California State University
BS, Finance
Brian Whelan's Morgan Stanley Experience August 2009 - December 2010
Job Director ETF's, Delta One Sales & Trading
Industry Financial Services
Experience
ICAP May 2011 - Present
WisdomTree Asset Management December 2010 - May 2011
Morgan Stanley August 2009 - December 2010
Skills
Series 7, FINRA, Equity Derivatives, Series 63, Uniform Combined State..., Portfolio Management, Equities, Financial Analysis, Securities, Strategic Financial..., Series 66, Series 55, Bloomberg, Series 3, Derivatives, Fixed Income, Hedge Funds
Education
Salve Regina University
Business Admin & Finance
ICAP May 2011 - Present
WisdomTree Asset Management December 2010 - May 2011
Morgan Stanley August 2009 - December 2010
Skills
Series 7, FINRA, Equity Derivatives, Series 63, Uniform Combined State..., Portfolio Management, Equities, Financial Analysis, Securities, Strategic Financial..., Series 66, Series 55, Bloomberg, Series 3, Derivatives, Fixed Income, Hedge Funds
Education
Salve Regina University
Business Admin & Finance
Kelly Jette's Morgan Stanley Experience 1998 - 2000
Job Law Office of Kelly G. Jette (Estate Planning)
Industry Legal Services
Experience
Law Office Kelly Ghilardi Jette November 2007 - Present
Ken Stern & Associates 2003 - 2006
LPL 2000 - 2003
Morgan Stanley 1998 - 2000
Skills
Legal Research, Product Marketing, Estate Planning
Education
Thomas Jefferson School of Law 2002 — 2006
JD
San Diego State University-California State University 1996 — 2000
Law Office Kelly Ghilardi Jette November 2007 - Present
Ken Stern & Associates 2003 - 2006
LPL 2000 - 2003
Morgan Stanley 1998 - 2000
Skills
Legal Research, Product Marketing, Estate Planning
Education
Thomas Jefferson School of Law 2002 — 2006
JD
San Diego State University-California State University 1996 — 2000
Jim Earle's Morgan Stanley Experience August 1993 - October 2005
Job Owner, Carmel Valley Contracting
Industry Construction
Experience
Carmel Valley Contracting October 2005 - Present
A. G. Edwards September 2003 - October 2005
Morgan Stanley August 1993 - October 2005
Skills
Kitchen & Bath Design, Remodleing, Water Damage, Plumbing, Electricians, Tiling, Business Development, Business Strategy, Business Planning, Strategic Planning, Marketing, Entrepreneurship, Start-ups, Project Management, Customer Service, Negotiation, Strategy
Education
San Diego State University-California State University 1990 — 1993
Bachelor of Science, Business Administeration (Finance)
Washington & Lee High School - Arlington Virginia 1981 — 1985
Carmel Valley Contracting October 2005 - Present
A. G. Edwards September 2003 - October 2005
Morgan Stanley August 1993 - October 2005
Skills
Kitchen & Bath Design, Remodleing, Water Damage, Plumbing, Electricians, Tiling, Business Development, Business Strategy, Business Planning, Strategic Planning, Marketing, Entrepreneurship, Start-ups, Project Management, Customer Service, Negotiation, Strategy
Education
San Diego State University-California State University 1990 — 1993
Bachelor of Science, Business Administeration (Finance)
Washington & Lee High School - Arlington Virginia 1981 — 1985
Amy Gastillo's Morgan Stanley Experience November 1997 - February 2007
Job Patient Companion at Stanford Children's Health | Lucile Packard Children's Hospital Stanford
Industry Hospital & Health Care
Experience
Stanford Children's Health Lucile Packard Children's Hospital Stanford April 2015 - Present
Stanford Children's Health Lucile Packard Children's Hospital Stanford January 2013 - Present
GI Partners September 2011 - September 2011
Nevro July 2008 - November 2008
Morgan Stanley November 1997 - February 2007
Education
MVLA
Certified Nursing Assistant
San Diego State University-California State University
Bachelor of Arts (B.A.), Education
Stanford Children's Health Lucile Packard Children's Hospital Stanford April 2015 - Present
Stanford Children's Health Lucile Packard Children's Hospital Stanford January 2013 - Present
GI Partners September 2011 - September 2011
Nevro July 2008 - November 2008
Morgan Stanley November 1997 - February 2007
Education
MVLA
Certified Nursing Assistant
San Diego State University-California State University
Bachelor of Arts (B.A.), Education
Larry Witt, CFA's Morgan Stanley Experience August 2000 - September 2002
Job Consultant at Meketa Investment Group
Industry Investment Management
Experience
CFA Society of San Diego January 2013 - Present
Meketa Investment Group July 2012 - Present
American Assets Investment Management January 2011 - July 2012
Morningstar July 2006 - January 2011
Brandes Investment Partners September 2002 - July 2004
Morgan Stanley August 2000 - September 2002
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA
San Diego State University-California State University
B.S. in Business Administration, Finance
CFA Society of San Diego January 2013 - Present
Meketa Investment Group July 2012 - Present
American Assets Investment Management January 2011 - July 2012
Morningstar July 2006 - January 2011
Brandes Investment Partners September 2002 - July 2004
Morgan Stanley August 2000 - September 2002
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA
San Diego State University-California State University
B.S. in Business Administration, Finance
Kathleen Glavey's Morgan Stanley Experience June 2008 - Present
Job Vice President, Human Resources at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2008 - Present
Citi December 1998 - June 2008
Citi Markets & Banking December 1998 - June 2008
Education
Salve Regina University 1990 — 1994
Morgan Stanley June 2008 - Present
Citi December 1998 - June 2008
Citi Markets & Banking December 1998 - June 2008
Education
Salve Regina University 1990 — 1994
Rachel Doty's Morgan Stanley Experience 1999 - 2002
Job VP, Project Manager at Bank of America
Industry Banking
Experience
Bank of America April 2013 - Present
Bank of America April 2012 - April 2013
Countrywide Home Loans December 2007 - April 2012
Countrywide 2002 - January 2009
Bank of America 2002 - January 2009
countrywide 2002 - 2009
Morgan Stanley 1999 - 2002
AIM Fund Services 1995 - 1999
Skills
Risk Management, Customer Service, Mortgage Banking, Refinance, Residential Mortgages, Consumer Lending, Process Improvement, Banking, Credit, FHA, Investment Properties, Leadership, Loan Origination, Loans, Mortgage Lending, Operations Management, Real Estate, USDA, Underwriting, Real Estate Financing, Finance, Relationship Management, Credit Risk
Education
Sam Houston State University 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General
Bank of America April 2013 - Present
Bank of America April 2012 - April 2013
Countrywide Home Loans December 2007 - April 2012
Countrywide 2002 - January 2009
Bank of America 2002 - January 2009
countrywide 2002 - 2009
Morgan Stanley 1999 - 2002
AIM Fund Services 1995 - 1999
Skills
Risk Management, Customer Service, Mortgage Banking, Refinance, Residential Mortgages, Consumer Lending, Process Improvement, Banking, Credit, FHA, Investment Properties, Leadership, Loan Origination, Loans, Mortgage Lending, Operations Management, Real Estate, USDA, Underwriting, Real Estate Financing, Finance, Relationship Management, Credit Risk
Education
Sam Houston State University 1991 — 1995
Bachelor of Arts (B.A.), English Language and Literature, General
Melissa Namba's Morgan Stanley Experience July 1999 - August 2004
Job Cashier at Costco Wholesale
Industry Accounting
Experience
Costco Wholesale July 2007 - Present
Legacy Preparatory Academy August 2011 - July 2013
American Preparatory Schools August 2009 - July 2010
Downeast Outfitters July 2008 - August 2009
Karl G. Maeser Prep Academy August 2008 - July 2009
Overstock August 2007 - April 2008
JetBlue Airways December 2004 - May 2007
Morgan Stanley July 1999 - August 2004
Skills
Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Data Entry, Customer Service, PowerPoint, Social Media, Spreadsheets, Data Analysis, Time Management, Accounting, Accounts Payable, Administrative..., Telephone Skills
Education
Salt Lake Community College 2010 — 2010
ARL, Teaching
University of Utah 1996 — 2007
Bachelors of Science, Bachelors of Art, English, German, Classical Languages, Marketing, Management, International Studies
Costco Wholesale July 2007 - Present
Legacy Preparatory Academy August 2011 - July 2013
American Preparatory Schools August 2009 - July 2010
Downeast Outfitters July 2008 - August 2009
Karl G. Maeser Prep Academy August 2008 - July 2009
Overstock August 2007 - April 2008
JetBlue Airways December 2004 - May 2007
Morgan Stanley July 1999 - August 2004
Skills
Outlook, Microsoft Excel, Microsoft Office, Microsoft Word, Access, Data Entry, Customer Service, PowerPoint, Social Media, Spreadsheets, Data Analysis, Time Management, Accounting, Accounts Payable, Administrative..., Telephone Skills
Education
Salt Lake Community College 2010 — 2010
ARL, Teaching
University of Utah 1996 — 2007
Bachelors of Science, Bachelors of Art, English, German, Classical Languages, Marketing, Management, International Studies
Anthony Arcidiacono's Morgan Stanley Experience January 1999 - June 2006
Job Independent Consultant/Arch Financial Planning LLC
Industry Marketing and Advertising
Experience
Arch Financial Planning LLC January 2006 - December 2011
Morgan Stanley January 1999 - June 2006
AG EDwards and Sons March 1990 - March 1998
Merrill Lynch February 1986 - March 1990
Skills
Strategic Financial..., Investments, Retirement Planning, Financial Advisory, Finance
Education
San Diego State University-California State University 1976 — 1979
Bachelor of Science, Business Administration/Marketing
San Diego State University-California State University 1976 — 1979
Bachelor of Science, Business Administration/Marketing
Arch Financial Planning LLC January 2006 - December 2011
Morgan Stanley January 1999 - June 2006
AG EDwards and Sons March 1990 - March 1998
Merrill Lynch February 1986 - March 1990
Skills
Strategic Financial..., Investments, Retirement Planning, Financial Advisory, Finance
Education
San Diego State University-California State University 1976 — 1979
Bachelor of Science, Business Administration/Marketing
San Diego State University-California State University 1976 — 1979
Bachelor of Science, Business Administration/Marketing
Grady Howell's Morgan Stanley Experience April 1999 - September 2002
Job Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2003 - Present
Morgan Stanley April 1999 - September 2002
Skills
Equities, Valuation, Fixed Income, Hedge Funds, Regulatory Affairs, Settlement, Collateral, Margin, Internal Controls, Microsoft Excel, Testing, Test Planning, Test Cases, Payment Systems, Trade Regulation, Risk Management, Operational Risk, Work Ethic
Education
Weber State University 1996 — 1998
BS, Finance, General
Salt Lake Community College
Goldman Sachs October 2003 - Present
Morgan Stanley April 1999 - September 2002
Skills
Equities, Valuation, Fixed Income, Hedge Funds, Regulatory Affairs, Settlement, Collateral, Margin, Internal Controls, Microsoft Excel, Testing, Test Planning, Test Cases, Payment Systems, Trade Regulation, Risk Management, Operational Risk, Work Ethic
Education
Weber State University 1996 — 1998
BS, Finance, General
Salt Lake Community College
Brook Williams's Morgan Stanley Experience 2002 - June 2012
Job Infrastructure Engineer
Industry Information Technology and Services
Experience
Castle & Cooke Mortgage, LLC March 2015 - Present
Royal Bank of Scotland January 2014 - March 2015
Echopass June 2012 - July 2013
Morgan Stanley 2002 - June 2012
Morgan Stanley Online 1997 - 2002
Prime Option/Discover Financial Services 1994 - 1997
Discover Card 1991 - 1994
Skills
Powershell, Enterprise Architecture, VBScript, Windows, VMware, VMware ESX, VMware Infrastructure, Windows Server, TCP/IP, DNS, DHCP, Data Center, Networking, Microsoft Exchange, Network Security, Servers, Help Desk Support, Virtualization
Education
Weber State University 1999 — 2002
Bachelor of Science (B.S.), Computer Science
Salt Lake Community College
Associates of Science, Core Sciences
Castle & Cooke Mortgage, LLC March 2015 - Present
Royal Bank of Scotland January 2014 - March 2015
Echopass June 2012 - July 2013
Morgan Stanley 2002 - June 2012
Morgan Stanley Online 1997 - 2002
Prime Option/Discover Financial Services 1994 - 1997
Discover Card 1991 - 1994
Skills
Powershell, Enterprise Architecture, VBScript, Windows, VMware, VMware ESX, VMware Infrastructure, Windows Server, TCP/IP, DNS, DHCP, Data Center, Networking, Microsoft Exchange, Network Security, Servers, Help Desk Support, Virtualization
Education
Weber State University 1999 — 2002
Bachelor of Science (B.S.), Computer Science
Salt Lake Community College
Associates of Science, Core Sciences
Barry Fast's Morgan Stanley Experience January 2005 - Present
Job Banker at Morgan Stanley
Industry Real Estate
Experience
Morgan Stanley January 2005 - Present
Education
San Diego State University-California State University 1981 — 1985
royal oak high school 1977 — 1980
diploma
Morgan Stanley January 2005 - Present
Education
San Diego State University-California State University 1981 — 1985
royal oak high school 1977 — 1980
diploma
Trent Marsh's Morgan Stanley Experience June 2000 - September 2001
Job Financial Advisor at Edward Jones
Industry Investment Management
Experience
Edward Jones February 2013 - Present
BOK Financial September 2001 - February 2013
Morgan Stanley June 2000 - September 2001
OLDE Stockbrokers January 1998 - June 2000
Skills
Wealth Management, Portfolio Management, Retirement Planning, Investments, Risk Management, Strategic Financial..., Series 7, Asset Allocation
Education
Sam Houston State University 1996 — 1997
BBA, Business
Texas A&M University 1990 — 1994
Business
Edward Jones February 2013 - Present
BOK Financial September 2001 - February 2013
Morgan Stanley June 2000 - September 2001
OLDE Stockbrokers January 1998 - June 2000
Skills
Wealth Management, Portfolio Management, Retirement Planning, Investments, Risk Management, Strategic Financial..., Series 7, Asset Allocation
Education
Sam Houston State University 1996 — 1997
BBA, Business
Texas A&M University 1990 — 1994
Business
Ronald Scott Pyle Myrtle Beach's Morgan Stanley Experience February 1997 - June 2002
Job President, Accredited Asset Management Specialist (SM) at Pyle Financial Services, Inc., Financial Advisor
Industry Financial Services
Experience
Pyle Financial Services, Inc. November 2013 - Present
Pyle Wealth Management of Raymond James November 2008 - November 2013
Pyle Cunningham Wealth Management of Wachovia Securities, LLC. June 2002 - November 2008
Morgan Stanley February 1997 - June 2002
Merrill Lynch August 1992 - February 1997
Skills
Strategic Financial..., Investments, Retirement Planning, Securities, Series 7, Retirement, Equities, Wealth Management, Asset Allocation, Small Business, Wealth, Financial Advisory, Finance, Financial Modeling, Life Insurance, Mutual Funds, 401k, Banking, Valuation, Insurance, Financial Analysis, Hedge Funds, Alternative Investments, Portfolio Management, Management, Series 63, Bonds, Asset Management, Investment Advisory, Risk Management, Private Equity, Due Diligence, Financial Services, Estate Planning, Capital Markets, Credit, Loans, Mortgage Lending, Investment Banking, Investment Strategies, Financial Risk, Financial Planning
Education
Sam Houston State University 1984 — 1989
BBA, Finance
Pyle Financial Services, Inc. November 2013 - Present
Pyle Wealth Management of Raymond James November 2008 - November 2013
Pyle Cunningham Wealth Management of Wachovia Securities, LLC. June 2002 - November 2008
Morgan Stanley February 1997 - June 2002
Merrill Lynch August 1992 - February 1997
Skills
Strategic Financial..., Investments, Retirement Planning, Securities, Series 7, Retirement, Equities, Wealth Management, Asset Allocation, Small Business, Wealth, Financial Advisory, Finance, Financial Modeling, Life Insurance, Mutual Funds, 401k, Banking, Valuation, Insurance, Financial Analysis, Hedge Funds, Alternative Investments, Portfolio Management, Management, Series 63, Bonds, Asset Management, Investment Advisory, Risk Management, Private Equity, Due Diligence, Financial Services, Estate Planning, Capital Markets, Credit, Loans, Mortgage Lending, Investment Banking, Investment Strategies, Financial Risk, Financial Planning
Education
Sam Houston State University 1984 — 1989
BBA, Finance
Janet Mazzoni's Morgan Stanley Experience June 2004 - December 2010
Job Vice President at Wells Fargo Private Bank
Industry Financial Services
Experience
Wells Fargo Private Bank December 2010 - Present
Morgan Stanley June 2004 - December 2010
Pacific Trust Bank September 2002 - June 2004
Skills
Mortgage Lending, Commercial Lending, Series 7, Capital Markets, Portfolio Management, Credit, Banking, Wealth Management, Credit Analysis, Loans, Financial Modeling, Securities
Education
San Diego State University-California State University 1999 — 2000
MBA, Business-Finance
Stockton University 1986 — 1990
BA, Business Finance
Wells Fargo Private Bank December 2010 - Present
Morgan Stanley June 2004 - December 2010
Pacific Trust Bank September 2002 - June 2004
Skills
Mortgage Lending, Commercial Lending, Series 7, Capital Markets, Portfolio Management, Credit, Banking, Wealth Management, Credit Analysis, Loans, Financial Modeling, Securities
Education
San Diego State University-California State University 1999 — 2000
MBA, Business-Finance
Stockton University 1986 — 1990
BA, Business Finance
Darren Davis's Morgan Stanley Experience November 2003 - November 2008
Job Business Development Relationship Management
Industry Information Technology and Services
Experience
DriveSavers Data Recovery February 2011 - Present
SMD Consulting Inc January 2010 - February 2011
Conifer Securities December 2008 - December 2009
Morgan Stanley November 2003 - November 2008
Barclays Global Investors March 2001 - November 2003
Bear Stearns March 1999 - August 2000
Dresdner/RCM Global Investors May 1998 - March 1999
BNP Paribas October 1996 - February 1998
Citibank October 1993 - October 1996
Skills
Hedge Funds, Prime Brokerage, Fixed Income, Capital Markets, FX, Customer Relations, Options, Risk Management, Private Equity, Due Diligence, SMA, Alternative Energy, Swaps, Customer Service, Asset Management, Solution Selling, Equities, Derivatives, Investments, Securities, Financial Services, Bonds, CRM, Banking, Relationship Management, Strategy, Business Development, Finance, Settlement, Corporate Actions, Investment Management, FX Options
Education
San Diego State University-California State University 1985 — 1990
BA, Finance - Int'l Business/Econ
DriveSavers Data Recovery February 2011 - Present
SMD Consulting Inc January 2010 - February 2011
Conifer Securities December 2008 - December 2009
Morgan Stanley November 2003 - November 2008
Barclays Global Investors March 2001 - November 2003
Bear Stearns March 1999 - August 2000
Dresdner/RCM Global Investors May 1998 - March 1999
BNP Paribas October 1996 - February 1998
Citibank October 1993 - October 1996
Skills
Hedge Funds, Prime Brokerage, Fixed Income, Capital Markets, FX, Customer Relations, Options, Risk Management, Private Equity, Due Diligence, SMA, Alternative Energy, Swaps, Customer Service, Asset Management, Solution Selling, Equities, Derivatives, Investments, Securities, Financial Services, Bonds, CRM, Banking, Relationship Management, Strategy, Business Development, Finance, Settlement, Corporate Actions, Investment Management, FX Options
Education
San Diego State University-California State University 1985 — 1990
BA, Finance - Int'l Business/Econ
Ray Marz's Morgan Stanley Experience 1989 - 1999
Job Seeking new opportunity as a financial analyst.
Industry Financial Services
Experience
City of Houston April 2009 - March 2011
U of Houston 2007 - 2009
Wine Investments March 2002 - June 2006
REM Investments July 1999 - March 2002
Morgan Stanley 1989 - 1999
Skills
Financial Modeling, SAP, Bloomberg, Mergers, Excel, Analysis, Financial Analysis, Microsoft Office, Financial Reporting, Forecasting, Budgeting, PowerPoint, Word, Risk Management, Budgets, Microsoft Excel, Microsoft Word, Strategic Planning, Change Management, Management, Team Leadership
Education
University of Houston 2008 — 2009
MS, Human Resources Development
Sam Houston State University 1988 — 1989
MBA, finance
City of Houston April 2009 - March 2011
U of Houston 2007 - 2009
Wine Investments March 2002 - June 2006
REM Investments July 1999 - March 2002
Morgan Stanley 1989 - 1999
Skills
Financial Modeling, SAP, Bloomberg, Mergers, Excel, Analysis, Financial Analysis, Microsoft Office, Financial Reporting, Forecasting, Budgeting, PowerPoint, Word, Risk Management, Budgets, Microsoft Excel, Microsoft Word, Strategic Planning, Change Management, Management, Team Leadership
Education
University of Houston 2008 — 2009
MS, Human Resources Development
Sam Houston State University 1988 — 1989
MBA, finance
Suzanne Loizos's Morgan Stanley Experience November 1999 - May 2000
Job Team Lead for Strategic Workforce Planning at General Dynamics Information Technology
Industry Telecommunications
Experience
General Dynamics Information Technology September 2013 - Present
General Dynamics Information Technology September 2013 - Present
Alorica May 2013 - July 2013
C3/CustomerContactChannels, Inc. April 2013 - May 2013
Dialogue Marketing October 2008 - April 2013
eBay March 2003 - April 2007
Teleperformance June 2000 - January 2003
Morgan Stanley November 1999 - May 2000
Packard Bell September 1998 - November 1999
AT&T August 1992 - September 1998
Skills
Call Centers, Customer Satisfaction, Management, Macro, Workforce Management, Vendor Management, Training, BPO, Customer Retention, Access, Call Center, Forecasting, IEX, Analysis, Process Scheduler, Outsourcing, Inbound Marketing, Microsoft Office, Recruiting, Customer Service, Call Center Development, Customer Experience, Contact Centers, Capacity Planning, Human Resources, Avaya, Hiring, Networking, People Skills, Time Management, Avaya Technologies
Education
Westminster College 1998 — 1998
Certificate, Legal Assistant Certificate Program
Weber State University 1991 — 1992
Bachelor of Science, Criminalistics and Criminal Justice
Salt Lake Community College 1988 — 1990
Associate of Science, Business Management
General Dynamics Information Technology September 2013 - Present
General Dynamics Information Technology September 2013 - Present
Alorica May 2013 - July 2013
C3/CustomerContactChannels, Inc. April 2013 - May 2013
Dialogue Marketing October 2008 - April 2013
eBay March 2003 - April 2007
Teleperformance June 2000 - January 2003
Morgan Stanley November 1999 - May 2000
Packard Bell September 1998 - November 1999
AT&T August 1992 - September 1998
Skills
Call Centers, Customer Satisfaction, Management, Macro, Workforce Management, Vendor Management, Training, BPO, Customer Retention, Access, Call Center, Forecasting, IEX, Analysis, Process Scheduler, Outsourcing, Inbound Marketing, Microsoft Office, Recruiting, Customer Service, Call Center Development, Customer Experience, Contact Centers, Capacity Planning, Human Resources, Avaya, Hiring, Networking, People Skills, Time Management, Avaya Technologies
Education
Westminster College 1998 — 1998
Certificate, Legal Assistant Certificate Program
Weber State University 1991 — 1992
Bachelor of Science, Criminalistics and Criminal Justice
Salt Lake Community College 1988 — 1990
Associate of Science, Business Management
Roger Sexauer's Morgan Stanley Experience 2008 - November 2013
Job Wells Fargo Securities, Derivitives Clearing Services
Industry Financial Services
Experience
Morgan Stanley 2008 - November 2013
Skills
Derivatives, Options, Microsoft Excel, Capital Markets, Equities, Fixed Income, Bloomberg, Investment Banking
Education
Salisbury University - Perdue School of Business 2004 — 2008
Bachelor of Arts, Bachelor of Science, Finance, Economics
Salisbury University - Perdue School of Business 2004 — 2007
Bachelor's degree, Banking and Financial Support Services
Morgan Stanley 2008 - November 2013
Skills
Derivatives, Options, Microsoft Excel, Capital Markets, Equities, Fixed Income, Bloomberg, Investment Banking
Education
Salisbury University - Perdue School of Business 2004 — 2008
Bachelor of Arts, Bachelor of Science, Finance, Economics
Salisbury University - Perdue School of Business 2004 — 2007
Bachelor's degree, Banking and Financial Support Services
Robert Perry's Morgan Stanley Experience September 2012 - Present
Job Managing Director / Complex Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2012 - Present
Morgan Stanley Smith Barney January 2002 - Present
Smitth Barney January 1993 - November 2002
Franchise Finance Company January 1990 - January 1993
The Related Companies January 1986 - January 1990
Xerox January 1982 - January 1986
Skills
Series 65, Series 7, Series 24, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Alternative Investments, Investment Advisory, Retirement, Asset Allocation, Financial Advisory, Investment Strategies, Securities, Estate Planning, Strategic Financial..., Investments, Asset Managment, Equities, Hedge Funds
Education
San Diego State University-California State University 1977 — 1981
BS, Marketing
Morgan Stanley September 2012 - Present
Morgan Stanley Smith Barney January 2002 - Present
Smitth Barney January 1993 - November 2002
Franchise Finance Company January 1990 - January 1993
The Related Companies January 1986 - January 1990
Xerox January 1982 - January 1986
Skills
Series 65, Series 7, Series 24, Series 63, Wealth Management, Retirement Planning, Mutual Funds, Alternative Investments, Investment Advisory, Retirement, Asset Allocation, Financial Advisory, Investment Strategies, Securities, Estate Planning, Strategic Financial..., Investments, Asset Managment, Equities, Hedge Funds
Education
San Diego State University-California State University 1977 — 1981
BS, Marketing
Alexander Buhlman's Morgan Stanley Experience June 2008 - March 2009
Job Pricing Analyst at MLF LexServ
Industry Financial Services
Experience
MLF LexServ March 2009 - Present
Morgan Stanley June 2008 - March 2009
USMC June 2002 - June 2008
Education
Salisbury University - Perdue School of Business 2003 — 2007
B.S., Business
MLF LexServ March 2009 - Present
Morgan Stanley June 2008 - March 2009
USMC June 2002 - June 2008
Education
Salisbury University - Perdue School of Business 2003 — 2007
B.S., Business
Joey Guanzon's Morgan Stanley Experience March 2011 - Present
Job Supervisory Analyst Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2011 - Present
E*TRADE Financial July 2006 - March 2011
Fidelity Investments December 2005 - April 2006
eBay 2004 - November 2005
Education
Salt Lake Community College
Associate of Science (A.S.), Political Science
Morgan Stanley March 2011 - Present
E*TRADE Financial July 2006 - March 2011
Fidelity Investments December 2005 - April 2006
eBay 2004 - November 2005
Education
Salt Lake Community College
Associate of Science (A.S.), Political Science
Lisete Bairos's Morgan Stanley Experience August 1999 - September 2004
Job
Industry Financial Services
Experience
Ogilvie Security Advisors Corp August 2006 - August 2011
Sentinel Securities, Inc. January 2005 - June 2006
Morgan Stanley August 1999 - September 2004
Suretrade, Inc. June 1998 - August 1999
Fidelity Investments June 1997 - June 1998
Education
Salve Regina University
B.A, Psychology
Ogilvie Security Advisors Corp August 2006 - August 2011
Sentinel Securities, Inc. January 2005 - June 2006
Morgan Stanley August 1999 - September 2004
Suretrade, Inc. June 1998 - August 1999
Fidelity Investments June 1997 - June 1998
Education
Salve Regina University
B.A, Psychology
Antoinette Chandler's Morgan Stanley Experience October 2004 - July 2012
Job Chief Deputy Treasurer, San Diego County
Industry Financial Services
Experience
County of San Diego July 2012 - Present
Morgan Stanley October 2004 - July 2012
Bank of America May 2001 - October 2004
Skills
Alternative Investments, Asset Allocation, Asset Management, Banking, Finance, Financial Analysis, Fixed Income, Financial Reporting
Education
UCLA Anderson School of Management 1993 — 1995
MBA, Finance
San Diego State University-California State University
Bachelor of Business Administration (B.B.A.), Finance, General
County of San Diego July 2012 - Present
Morgan Stanley October 2004 - July 2012
Bank of America May 2001 - October 2004
Skills
Alternative Investments, Asset Allocation, Asset Management, Banking, Finance, Financial Analysis, Fixed Income, Financial Reporting
Education
UCLA Anderson School of Management 1993 — 1995
MBA, Finance
San Diego State University-California State University
Bachelor of Business Administration (B.B.A.), Finance, General
Amy Gac's Morgan Stanley Experience February 2012 - March 2013
Job PrROJECT COODINATOR | PLANNING AND EXCECUTION
Industry Program Development
Experience
Self - Employed March 2013 - November 2013
Morgan Stanley February 2012 - March 2013
Self -Employed September 2010 - February 2011
San Francisco Cooks for a Cause February 2008 - August 2008
Pacific Construction and Manufacturing March 2005 - April 2008
Pacific Construction Management, Inc. 2005 - 2008
Pacific Construction Management, Inc. 2005 - 2008
Skills
Microsoft Excel, Microsoft Word, Outlook, Access, Budgets, Research, Construction, Event Management, Construction Management, Project Planning, Fundraising, Sales, Supplier Sourcing, Public Speaking
Education
U.C. Berkeley Extension 2013 — 2014
Certificate in Project Management, Certified Associate in Project Management accrediation, Business Administration and Management, General
San Francisco State University 1998 — 2003
Bachelor of Science, Civil Engineering
University of California, Berkeley 1986 — 1990
Bachelor of Arts, History
Self - Employed March 2013 - November 2013
Morgan Stanley February 2012 - March 2013
Self -Employed September 2010 - February 2011
San Francisco Cooks for a Cause February 2008 - August 2008
Pacific Construction and Manufacturing March 2005 - April 2008
Pacific Construction Management, Inc. 2005 - 2008
Pacific Construction Management, Inc. 2005 - 2008
Skills
Microsoft Excel, Microsoft Word, Outlook, Access, Budgets, Research, Construction, Event Management, Construction Management, Project Planning, Fundraising, Sales, Supplier Sourcing, Public Speaking
Education
U.C. Berkeley Extension 2013 — 2014
Certificate in Project Management, Certified Associate in Project Management accrediation, Business Administration and Management, General
San Francisco State University 1998 — 2003
Bachelor of Science, Civil Engineering
University of California, Berkeley 1986 — 1990
Bachelor of Arts, History
Kirchy Burke's Morgan Stanley Experience December 2014 - August 2015
Job Morgan Stanley Gain and Loss
Industry Financial Services
Experience
Morgan Stanley December 2014 - August 2015
RBS Markets and International Banking July 2013 - May 2014
Goldman Sachs June 2012 - July 2013
Goldman Sachs April 2011 - January 2012
Wells Fargo May 2010 - April 2011
IBFX December 2005 - September 2009
Beneficial Financial Group April 2004 - May 2005
BISYS Insurance July 2002 - April 2004
Fidelity Investments July 1999 - May 2001
Skills
Equities, Access, Credit, Investments, Microsoft Excel, Team Building, Banking, Trading, Account Management, Management, Analysis, Risk Management, FX Options, Financial Analysis, Derivatives, Securities, Financial Risk, Fixed Income, Options, Financial Markets, Settlement, Asset Management, Finance, Foreign Exchange
Education
Salt Lake Community College 1995 — 1996
Morgan Stanley December 2014 - August 2015
RBS Markets and International Banking July 2013 - May 2014
Goldman Sachs June 2012 - July 2013
Goldman Sachs April 2011 - January 2012
Wells Fargo May 2010 - April 2011
IBFX December 2005 - September 2009
Beneficial Financial Group April 2004 - May 2005
BISYS Insurance July 2002 - April 2004
Fidelity Investments July 1999 - May 2001
Skills
Equities, Access, Credit, Investments, Microsoft Excel, Team Building, Banking, Trading, Account Management, Management, Analysis, Risk Management, FX Options, Financial Analysis, Derivatives, Securities, Financial Risk, Fixed Income, Options, Financial Markets, Settlement, Asset Management, Finance, Foreign Exchange
Education
Salt Lake Community College 1995 — 1996
Lauren Rider's Morgan Stanley Experience December 2014 - Present
Job Registered Client Associate
Industry Financial Services
Experience
Morgan Stanley December 2014 - Present
JPMorgan Chase November 2013 - Present
Remcor Group October 2012 - October 2013
Truly Blessed LLC August 2011 - February 2013
Merrill Lynch July 2007 - January 2009
Encore Credit Corporation February 2004 - November 2005
Skills
Investments, Business Development, Mutual Funds, Marketing Strategy, Marketing, Series 7, New Business Development, Asset Management, Sales, Series 63, Financial Analysis, Insurance, Customer Service, Financial Services, Investment Advisory
Education
San Diego State University-California State University 2003 — 2004
Morgan Stanley December 2014 - Present
JPMorgan Chase November 2013 - Present
Remcor Group October 2012 - October 2013
Truly Blessed LLC August 2011 - February 2013
Merrill Lynch July 2007 - January 2009
Encore Credit Corporation February 2004 - November 2005
Skills
Investments, Business Development, Mutual Funds, Marketing Strategy, Marketing, Series 7, New Business Development, Asset Management, Sales, Series 63, Financial Analysis, Insurance, Customer Service, Financial Services, Investment Advisory
Education
San Diego State University-California State University 2003 — 2004
Jenny Grolemund's Morgan Stanley Experience August 2004 - June 2005
Job Substitute Teacher
Industry Primary/Secondary Education
Experience
Gulf Coast Modification August 2012 - November 2013
AIV Inc. August 2010 - August 2012
HISD February 2010 - September 2010
AIV Inc June 2005 - March 2009
Morgan Stanley August 2004 - June 2005
Joy English School May 2004 - August 2004
Reliant Energy January 2003 - September 2003
Ft. Bend ISD August 2002 - December 2002
Master 'n' Missy Academy May 2002 - August 2002
The Woodlands Mall April 2000 - May 2002
Education
Alternative Certification for Teachers, ACT Houston 2009 — 2009
Probationary Certificate, Elementary Education EC-4, Special Ed. and ESL
Sam Houston State University 2000 — 2002
BA, Sociology
Gulf Coast Modification August 2012 - November 2013
AIV Inc. August 2010 - August 2012
HISD February 2010 - September 2010
AIV Inc June 2005 - March 2009
Morgan Stanley August 2004 - June 2005
Joy English School May 2004 - August 2004
Reliant Energy January 2003 - September 2003
Ft. Bend ISD August 2002 - December 2002
Master 'n' Missy Academy May 2002 - August 2002
The Woodlands Mall April 2000 - May 2002
Education
Alternative Certification for Teachers, ACT Houston 2009 — 2009
Probationary Certificate, Elementary Education EC-4, Special Ed. and ESL
Sam Houston State University 2000 — 2002
BA, Sociology
Iris Yang, CPA's Morgan Stanley Experience 2000 - 2001
Job at Reckitt Benckiser
Industry Consumer Goods
Experience
Reckitt Benckiser 2010 - Present
Ingersoll Rand 2005 - 2010
PricewaterhouseCoopers 2003 - November 2005
FTI Schonbraun McCann Group 2001 - 2003
Morgan Stanley 2000 - 2001
Education
San Diego State University-California State University 1998 — 1999
MS, Taxation
Reckitt Benckiser 2010 - Present
Ingersoll Rand 2005 - 2010
PricewaterhouseCoopers 2003 - November 2005
FTI Schonbraun McCann Group 2001 - 2003
Morgan Stanley 2000 - 2001
Education
San Diego State University-California State University 1998 — 1999
MS, Taxation
Jonathan Russo's Morgan Stanley Experience May 1999 - March 2003
Job Naples Luxury Imports
Industry Automotive
Experience
Naples Luxury Imports March 2015 - Present
Jaffarian Volvo Toyota Scion May 2005 - Present
The Herb Chambers Companies. 2003 - 2004
Morgan Stanley May 1999 - March 2003
Skills
Automotive, Sales Process, Reynolds & Reynolds, Sales Management, Retail, Automotive Aftermarket, New Business Development, Automobile, Lead Generation, Vehicles, Negotiation, Coaching, Dealer Management, Customer Satisfaction, Customer Retention, Profit, CRM, Reynolds
Education
Salve Regina University 1994 — 1998
1998
Marian High School 1990 — 1994
Naples Luxury Imports March 2015 - Present
Jaffarian Volvo Toyota Scion May 2005 - Present
The Herb Chambers Companies. 2003 - 2004
Morgan Stanley May 1999 - March 2003
Skills
Automotive, Sales Process, Reynolds & Reynolds, Sales Management, Retail, Automotive Aftermarket, New Business Development, Automobile, Lead Generation, Vehicles, Negotiation, Coaching, Dealer Management, Customer Satisfaction, Customer Retention, Profit, CRM, Reynolds
Education
Salve Regina University 1994 — 1998
1998
Marian High School 1990 — 1994
Chance Kirkland's Morgan Stanley Experience October 1999 - January 2001
Job Mortgage Broker NMLS 263879
Industry Financial Services
Experience
Geneva Financial LLC March 2015 - Present
PrimeLending February 2014 - March 2015
Wells Fargo Home Mortgage March 2012 - February 2013
Service First Mortgage January 2012 - April 2012
OneMain Financial September 2002 - January 2012
Petro Chemical Services January 2001 - September 2002
Morgan Stanley October 1999 - January 2001
Skills
Mortgage Banking, Loan Origination, Mortgage Lending, Refinance, Loans, FHA, Residential Mortgages, Credit, Underwriting, First Time Home Buyers, Banking, Consumer Lending, Investment Properties, Credit Risk, FHA financing, VA loans, USDA, Insurance, Government Loans, Real Estate, Finance, Mortgage Servicing, Credit Analysis, Mortgage Underwriting, Real Estate Financing, Commercial Banking, Certified Mortgage..., Home Equity Loans, Home Equity Lines of..., Non-Conforming, Reverse Mortgages, Loss Mitigation, Commercial Lending, Construction Loans, VA Loans
Education
Sam Houston State University 1995 — 1999
BBA, Finance
Sam Houston State University 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Geneva Financial LLC March 2015 - Present
PrimeLending February 2014 - March 2015
Wells Fargo Home Mortgage March 2012 - February 2013
Service First Mortgage January 2012 - April 2012
OneMain Financial September 2002 - January 2012
Petro Chemical Services January 2001 - September 2002
Morgan Stanley October 1999 - January 2001
Skills
Mortgage Banking, Loan Origination, Mortgage Lending, Refinance, Loans, FHA, Residential Mortgages, Credit, Underwriting, First Time Home Buyers, Banking, Consumer Lending, Investment Properties, Credit Risk, FHA financing, VA loans, USDA, Insurance, Government Loans, Real Estate, Finance, Mortgage Servicing, Credit Analysis, Mortgage Underwriting, Real Estate Financing, Commercial Banking, Certified Mortgage..., Home Equity Loans, Home Equity Lines of..., Non-Conforming, Reverse Mortgages, Loss Mitigation, Commercial Lending, Construction Loans, VA Loans
Education
Sam Houston State University 1995 — 1999
BBA, Finance
Sam Houston State University 1995 — 1999
Bachelor of Business Administration (BBA), Finance, General
Kathleen Glavey Gallahue's Morgan Stanley Experience June 2008 - September 2012
Job Consultant
Industry Human Resources
Experience
Standard and Poors November 2012 - Present
Morgan Stanley June 2008 - September 2012
Citi December 1998 - June 2008
Skills
Performance Management, Onboarding, Employee Relations, Succession Planning, Talent Acquisition, Talent Management
Education
Salve Regina University 1990 — 1994
Bachelor of Arts (BA), English Language and Literature/Letters
Standard and Poors November 2012 - Present
Morgan Stanley June 2008 - September 2012
Citi December 1998 - June 2008
Skills
Performance Management, Onboarding, Employee Relations, Succession Planning, Talent Acquisition, Talent Management
Education
Salve Regina University 1990 — 1994
Bachelor of Arts (BA), English Language and Literature/Letters
Chad Beach's Morgan Stanley Experience June 2000 - March 2011
Job Director at Citigroup
Industry Financial Services
Experience
Citigroup April 2011 - Present
Morgan Stanley June 2000 - March 2011
Skills
Middle Office, FX Options, Fixed Income, Equity Derivatives, Hedge Funds, Capital Markets, Credit Derivatives, Derivatives, Equities, Prime Brokerage, Rates, Securities, Trading Systems
Education
San Diego State University-California State University 1997 — 1999
MA, History
National Outdoor Leadership School 1994 — 1994
Semester in the Rockies
University of Iowa 1989 — 1993
Citigroup April 2011 - Present
Morgan Stanley June 2000 - March 2011
Skills
Middle Office, FX Options, Fixed Income, Equity Derivatives, Hedge Funds, Capital Markets, Credit Derivatives, Derivatives, Equities, Prime Brokerage, Rates, Securities, Trading Systems
Education
San Diego State University-California State University 1997 — 1999
MA, History
National Outdoor Leadership School 1994 — 1994
Semester in the Rockies
University of Iowa 1989 — 1993
Antavius Greathouse's Morgan Stanley Experience July 2012 - Present
Job Student at Texas State UniversitySan Marcos
Industry Financial Services
Experience
Morgan Stanley July 2012 - Present
Axcess Financial November 2011 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Portfolio Management, Economics, Access, Financial Analysis, Research, Data Analysis, Finance
Education
Texas State University-San Marcos 2009 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Sam Houston State University 2006 — 2009
Morgan Stanley July 2012 - Present
Axcess Financial November 2011 - May 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Customer Service, Portfolio Management, Economics, Access, Financial Analysis, Research, Data Analysis, Finance
Education
Texas State University-San Marcos 2009 — 2010
Bachelor of Business Administration (B.B.A.), Finance, General
Sam Houston State University 2006 — 2009
Bryan Cherniss's Morgan Stanley Experience June 2011 - May 2015
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
Morgan Stanley June 2011 - May 2015
Education
San Diego State University-California State University 2007 — 2011
Finance, Finance, 3.6 GPA in major-related courses
Universitat Autònoma de Barcelona 2010 — 2010
International Business
Fidelity Investments May 2015 - Present
Morgan Stanley June 2011 - May 2015
Education
San Diego State University-California State University 2007 — 2011
Finance, Finance, 3.6 GPA in major-related courses
Universitat Autònoma de Barcelona 2010 — 2010
International Business
Brian Cea's Morgan Stanley Experience May 2002 - April 2004
Job
Industry Maritime
Experience
Resolve Marine Group January 2015 - Present
BC Consulting NY November 2013 - Present
Harbor Marine December 2008 - December 2014
Sea Tow Western Long Island Sound May 2004 - December 2008
Morgan Stanley May 2002 - April 2004
Skills
Logistics, Transportation, Operations Management, Sales, Shipping, Team Building
Education
Salve Regina University 1997 — 2002
Bachelor of Science (B.S.), Economics
Darien High School 1994 — 1997
Pelham High School 1994 — 1994
Resolve Marine Group January 2015 - Present
BC Consulting NY November 2013 - Present
Harbor Marine December 2008 - December 2014
Sea Tow Western Long Island Sound May 2004 - December 2008
Morgan Stanley May 2002 - April 2004
Skills
Logistics, Transportation, Operations Management, Sales, Shipping, Team Building
Education
Salve Regina University 1997 — 2002
Bachelor of Science (B.S.), Economics
Darien High School 1994 — 1997
Pelham High School 1994 — 1994
Chad Goldberg's Morgan Stanley Experience May 2009 - January 2010
Job Senior Engineering Program Manager at Graphiq Inc.
Industry Internet
Experience
Graphiq Inc. April 2015 - Present
FindTheBest July 2014 - Present
FindTheBest April 2014 - July 2014
FindTheBest August 2013 - March 2014
FindTheBest August 2012 - August 2013
FindTheBest December 2011 - October 2012
Bainbridge Capital April 2011 - December 2011
Viewpoint Securities May 2010 - April 2011
Morgan Stanley May 2009 - January 2010
Skills
Google Analytics, SEO, Product Management, Databases, Valuation, Market Research, Business Strategy, Financial Modeling, Investment Banking, Investments, Financial Analysis, Business Valuation, Corporate Finance, Microsoft Excel, Finance, Data Analysis, Entrepreneurship, Analysis, Strategic Partnerships, Marketing Strategy, Mergers & Acquisitions, Competitive Analysis
Education
San Diego State University-California State University 2007 — 2010
B.S, Business Administration- Finance
Clovis West High School
Graphiq Inc. April 2015 - Present
FindTheBest July 2014 - Present
FindTheBest April 2014 - July 2014
FindTheBest August 2013 - March 2014
FindTheBest August 2012 - August 2013
FindTheBest December 2011 - October 2012
Bainbridge Capital April 2011 - December 2011
Viewpoint Securities May 2010 - April 2011
Morgan Stanley May 2009 - January 2010
Skills
Google Analytics, SEO, Product Management, Databases, Valuation, Market Research, Business Strategy, Financial Modeling, Investment Banking, Investments, Financial Analysis, Business Valuation, Corporate Finance, Microsoft Excel, Finance, Data Analysis, Entrepreneurship, Analysis, Strategic Partnerships, Marketing Strategy, Mergers & Acquisitions, Competitive Analysis
Education
San Diego State University-California State University 2007 — 2010
B.S, Business Administration- Finance
Clovis West High School
Alan Litvak, CFP®, ChFC's Morgan Stanley Experience October 2000 - September 2009
Job LPL Financial Planner at Sterling Financial Strategies
Industry Financial Services
Experience
Sterling Financial Strategies September 2009 - Present
Morgan Stanley October 2000 - September 2009
Skills
Securities, FINRA, Asset Allocation, Investment Advisory, Registered Investment..., Financial Services, Wealth Management, Retirement Planning, Strategy, Finance, Mutual Funds, Retirement, 401k Rollovers, Financial Planning, Investments, Stocks
Education
San Diego State University-California State University 1985 — 1990
Bachelor of Science (B.S.)
Sterling Financial Strategies September 2009 - Present
Morgan Stanley October 2000 - September 2009
Skills
Securities, FINRA, Asset Allocation, Investment Advisory, Registered Investment..., Financial Services, Wealth Management, Retirement Planning, Strategy, Finance, Mutual Funds, Retirement, 401k Rollovers, Financial Planning, Investments, Stocks
Education
San Diego State University-California State University 1985 — 1990
Bachelor of Science (B.S.)
Brad Antoine's Morgan Stanley Experience September 2007 - January 2009
Job Director of Accounting and Finance at Sunrise Growers
Industry Food & Beverages
Experience
Sunrise Growers April 2015 - Present
Sunrise Growers September 2013 - April 2015
Kaiser Aluminum September 2009 - September 2013
Morgan Stanley September 2007 - January 2009
PCM January 2007 - September 2007
Skills
Lean Manufacturing, Finance, Continuous Improvement, Inventory Management, Forecasting, Financial Modeling, Process Improvement, Corporate Finance, Analysis, Microsoft Excel, Financial Analysis, Pricing, Accounting, Financial Reporting, Budgets, Strategic Planning, Variance Analysis, Management, Financial Planning, Microsoft Office, Financial Accounting, Cost Accounting, Operations Management, Mergers, General Ledger, Manufacturing, Managerial Finance, PowerPoint, Microsoft Word, Team Building, Leadership
Education
California State University-Fullerton 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
San Diego State University-California State University 2002 — 2006
BA, Economics
Sunrise Growers April 2015 - Present
Sunrise Growers September 2013 - April 2015
Kaiser Aluminum September 2009 - September 2013
Morgan Stanley September 2007 - January 2009
PCM January 2007 - September 2007
Skills
Lean Manufacturing, Finance, Continuous Improvement, Inventory Management, Forecasting, Financial Modeling, Process Improvement, Corporate Finance, Analysis, Microsoft Excel, Financial Analysis, Pricing, Accounting, Financial Reporting, Budgets, Strategic Planning, Variance Analysis, Management, Financial Planning, Microsoft Office, Financial Accounting, Cost Accounting, Operations Management, Mergers, General Ledger, Manufacturing, Managerial Finance, PowerPoint, Microsoft Word, Team Building, Leadership
Education
California State University-Fullerton 2012 — 2014
Master of Business Administration (MBA), Accounting and Finance
San Diego State University-California State University 2002 — 2006
BA, Economics
Paula L. Montgomery's Morgan Stanley Experience April 1983 - May 1986
Job Financial Consultant, RE Broker, Principal
Industry Investment Management
Experience
Park Blue Investments March 1995 - Present
American Express Financial Advisors March 1996 - April 1997
Allstate May 1986 - November 1995
Morgan Stanley April 1983 - May 1986
Skills
Investment Properties, Investors, Asset Management, Real Estate, Real Estate Investment, Investments, Property Management, Asset, REO, Insurance, Negotiation
Education
San Diego State University-California State University 1978 — 1983
BA, Psychology, Business
Park Blue Investments March 1995 - Present
American Express Financial Advisors March 1996 - April 1997
Allstate May 1986 - November 1995
Morgan Stanley April 1983 - May 1986
Skills
Investment Properties, Investors, Asset Management, Real Estate, Real Estate Investment, Investments, Property Management, Asset, REO, Insurance, Negotiation
Education
San Diego State University-California State University 1978 — 1983
BA, Psychology, Business
Terry Atkinson's Morgan Stanley Experience January 2010 - April 2012
Job Atkinson Management Consulting
Industry Financial Services
Experience
Atkinson Management Consulting May 2012 - Present
NorthBay Stage Co 2014 - 2015
Campanile Foundation 2009 - 2014
Morgan Stanley January 2010 - April 2012
Campanile Foundation 2007 - 2011
UBS Investment Bank January 2006 - June 2007
UBS 1988 - 2006
Painewebber Inc November 1987 - November 2000
Salomon Brothers 1977 - 1987
Skills
Investment Banking, Product Management, Strategic Leadership, Capital Markets, Securities, Investments, Equities, Municipalities, Fixed Income, Series 7, Private Equity, Wealth Management, Portfolio Management, Derivatives, Hedge Funds, Series 24, Financial Services, Bloomberg, Financial Structuring, Financial Modeling, Leadership, Structured Finance, Valuation, Executive Management, Structured Products, Financial Markets, Emerging Markets, Mergers & Acquisitions, Venture Capital, Due Diligence, Investment Strategies, Mutual Funds, Finance, Management
Education
University of San Diego School of Law 1972 — 1975
Juris Doctorate, Law
San Diego State University-California State University 1965 — 1970
B.S., Political Science/Public Admin
Atkinson Management Consulting May 2012 - Present
NorthBay Stage Co 2014 - 2015
Campanile Foundation 2009 - 2014
Morgan Stanley January 2010 - April 2012
Campanile Foundation 2007 - 2011
UBS Investment Bank January 2006 - June 2007
UBS 1988 - 2006
Painewebber Inc November 1987 - November 2000
Salomon Brothers 1977 - 1987
Skills
Investment Banking, Product Management, Strategic Leadership, Capital Markets, Securities, Investments, Equities, Municipalities, Fixed Income, Series 7, Private Equity, Wealth Management, Portfolio Management, Derivatives, Hedge Funds, Series 24, Financial Services, Bloomberg, Financial Structuring, Financial Modeling, Leadership, Structured Finance, Valuation, Executive Management, Structured Products, Financial Markets, Emerging Markets, Mergers & Acquisitions, Venture Capital, Due Diligence, Investment Strategies, Mutual Funds, Finance, Management
Education
University of San Diego School of Law 1972 — 1975
Juris Doctorate, Law
San Diego State University-California State University 1965 — 1970
B.S., Political Science/Public Admin
Gene Ciancanelli's Morgan Stanley Experience 1994 - 1997
Job Regional Sales Manager at CIG Financial
Industry Banking
Experience
CIG Financial December 2014 - Present
CIG Financial December 2014 - Present
CIG Financial July 2011 - Present
Citibank July 2008 - July 2011
Citifinancial Auto 2005 - 2008
Fireside Bank January 2001 - May 2005
Morgan Stanley 1994 - 1997
Skills
Credit, Credit Analysis, Loss Mitigation, Retail Banking, Loans, Consumer Lending, Sales, Loan Origination, Underwriting, Loan Servicing, Finance, Credit Risk, Relationship Management, Commercial Lending
Education
San Diego State University-California State University 1988 — 1993
BS, Finance
CIG Financial December 2014 - Present
CIG Financial December 2014 - Present
CIG Financial July 2011 - Present
Citibank July 2008 - July 2011
Citifinancial Auto 2005 - 2008
Fireside Bank January 2001 - May 2005
Morgan Stanley 1994 - 1997
Skills
Credit, Credit Analysis, Loss Mitigation, Retail Banking, Loans, Consumer Lending, Sales, Loan Origination, Underwriting, Loan Servicing, Finance, Credit Risk, Relationship Management, Commercial Lending
Education
San Diego State University-California State University 1988 — 1993
BS, Finance
Bc Jones's Morgan Stanley Experience June 1997 - March 2002
Job Sales and Marketing Consultant at Viva International Group
Industry Apparel & Fashion
Experience
Viva International Group November 2005 - Present
Viva International Group November 2005 - Present
Morgan Stanley June 1997 - March 2002
Future company May 1982 - April 1997
Skills
Wholesale, Cold Calling, Merchandising, Sales Operations, Retail, Trade Shows, Visual Merchandising, Sales, Sales Management, Selling, Fashion, Sales Presentations, Direct Sales, Account Management, Inventory Management, Team Building, Marketing
Education
Samford University 1970 — 1974
Bachelor's degree, History
Viva International Group November 2005 - Present
Viva International Group November 2005 - Present
Morgan Stanley June 1997 - March 2002
Future company May 1982 - April 1997
Skills
Wholesale, Cold Calling, Merchandising, Sales Operations, Retail, Trade Shows, Visual Merchandising, Sales, Sales Management, Selling, Fashion, Sales Presentations, Direct Sales, Account Management, Inventory Management, Team Building, Marketing
Education
Samford University 1970 — 1974
Bachelor's degree, History
Fred Barnfield's Morgan Stanley Experience April 2015 - Present
Job Head of Global Regulatory Policy, SEC Reporting and NY Accounting Policy at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Morgan Stanley August 2012 - April 2015
Morgan Stanley March 2012 - August 2012
Morgan Stanley 2009 - March 2012
Morgan Stanley April 2006 - 2009
Morgan Stanley September 2005 - April 2006
Deutsche Bank 1997 - 2005
UBS 1994 - 1997
Banespa 1991 - 1994
KPMG 1985 - 1991
Skills
Accounting, Banking, Product Control, Financial Reporting, Financial Analysis, Fixed Income, Policy, Mergers, Hedge Funds
Education
Sam Houston State University
Master of Music, Musicology
Morgan Stanley April 2015 - Present
Morgan Stanley August 2012 - April 2015
Morgan Stanley March 2012 - August 2012
Morgan Stanley 2009 - March 2012
Morgan Stanley April 2006 - 2009
Morgan Stanley September 2005 - April 2006
Deutsche Bank 1997 - 2005
UBS 1994 - 1997
Banespa 1991 - 1994
KPMG 1985 - 1991
Skills
Accounting, Banking, Product Control, Financial Reporting, Financial Analysis, Fixed Income, Policy, Mergers, Hedge Funds
Education
Sam Houston State University
Master of Music, Musicology
Robert DeMonte's Morgan Stanley Experience January 2013 - June 2013
Job Student at University of California, Davis
Industry Internet
Experience
UC Davis January 2013 - June 2013
Morgan Stanley January 2013 - June 2013
Scripps Health February 2008 - February 2009
Scripps Health February 2007 - February 2008
Scripps Health June 2006 - February 2007
Skills
Financial Modeling, Economics, Matlab, Derivatives, Data Analysis, Analysis, Market Research
Education
San Diego State University-California State University 2013 — 2015
Master's Degree, Applied Mathematics
University of California, Davis 2005 — 2013
Bachelor's Degree, Mathematics/Economics
UC Davis January 2013 - June 2013
Morgan Stanley January 2013 - June 2013
Scripps Health February 2008 - February 2009
Scripps Health February 2007 - February 2008
Scripps Health June 2006 - February 2007
Skills
Financial Modeling, Economics, Matlab, Derivatives, Data Analysis, Analysis, Market Research
Education
San Diego State University-California State University 2013 — 2015
Master's Degree, Applied Mathematics
University of California, Davis 2005 — 2013
Bachelor's Degree, Mathematics/Economics
Robert Smeeton's Morgan Stanley Experience Business HeadMorgan Stanley Investment ManagementJanuary 2005 - Present
Job Business Head at Morgan Stanley Investment Management
Industry Investment Banking
Experience
Morgan Stanley Business HeadMorgan Stanley Investment ManagementJanuary 2005 - Present
Credit Agricole Alternative March 2002 - October 2004
Education
San Diego Mesa College
CFA, Finance
Morgan Stanley Business HeadMorgan Stanley Investment ManagementJanuary 2005 - Present
Credit Agricole Alternative March 2002 - October 2004
Education
San Diego Mesa College
CFA, Finance
Tina Qian Yang's Morgan Stanley Experience July 2010 - August 2011
Job U.S. Permanent Resident, MBA student
Industry Financial Services
Experience
AkzoNobel September 2011 - July 2013
Morgan Stanley July 2010 - August 2011
Volkswagen Shanghai July 2008 - June 2010
Skills
PMP, Microsoft Office, HTML + CSS, HTML, Analysis, Project Management, Corporate Finance, Financial Modeling
Education
Sam Houston State University 2013 — 2015
Master of Business Administration (MBA)
Shanghai International Studies University 2004 — 2008
Bachelor of Arts
AkzoNobel September 2011 - July 2013
Morgan Stanley July 2010 - August 2011
Volkswagen Shanghai July 2008 - June 2010
Skills
PMP, Microsoft Office, HTML + CSS, HTML, Analysis, Project Management, Corporate Finance, Financial Modeling
Education
Sam Houston State University 2013 — 2015
Master of Business Administration (MBA)
Shanghai International Studies University 2004 — 2008
Bachelor of Arts
Ryan Tinio's Morgan Stanley Experience January 2013 - January 2014
Job Contract Analyst at CareFusion
Industry Medical Devices
Experience
CareFusion June 2015 - Present
RJ Patterson Group February 2014 - March 2015
Morgan Stanley January 2013 - January 2014
Morgan Stanley June 2012 - December 2012
United States Bankruptcy Court, Southern District June 2011 - August 2011
US Census Bureau, Department of Commerce May 2010 - July 2010
ITT Laing Thermotech November 2009 - March 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Adobe PhotoShop, Adobe Illustrator, QuickBooks, Quicken, Customer Service, Microsoft Office, PowerPoint, Management, Illustrator, Photoshop, Marketing, Analysis, Financial Analysis, Accounting, Financial Accounting
Education
San Diego State University-California State University 2010 — 2012
Bachelor of Science (B.S.), Accounting
CareFusion June 2015 - Present
RJ Patterson Group February 2014 - March 2015
Morgan Stanley January 2013 - January 2014
Morgan Stanley June 2012 - December 2012
United States Bankruptcy Court, Southern District June 2011 - August 2011
US Census Bureau, Department of Commerce May 2010 - July 2010
ITT Laing Thermotech November 2009 - March 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Adobe PhotoShop, Adobe Illustrator, QuickBooks, Quicken, Customer Service, Microsoft Office, PowerPoint, Management, Illustrator, Photoshop, Marketing, Analysis, Financial Analysis, Accounting, Financial Accounting
Education
San Diego State University-California State University 2010 — 2012
Bachelor of Science (B.S.), Accounting
Besser Davila's Morgan Stanley Experience October 2005 - April 2006
Job Retail Professional
Industry Retail
Experience
Hilti Inc. Proshop March 2007 - Present
Hlti Inc March 2007 - September 2012
Hilti Inc 2007 - 2012
Morgan Stanley October 2005 - April 2006
Discover Card November 1994 - April 2005
Skills
Sales, Retail, Customer Service, Management
Education
Utah Valley University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Management nad Finance
Utah Valley State College
Bachelor of Science Degree, Business Management/Finance
Salt Lake Community College 1987 — 1999
Associate's degree, Business Administration and Management, General
University of Phoenix
Masters of Business Administration
Hilti Inc. Proshop March 2007 - Present
Hlti Inc March 2007 - September 2012
Hilti Inc 2007 - 2012
Morgan Stanley October 2005 - April 2006
Discover Card November 1994 - April 2005
Skills
Sales, Retail, Customer Service, Management
Education
Utah Valley University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Business Management nad Finance
Utah Valley State College
Bachelor of Science Degree, Business Management/Finance
Salt Lake Community College 1987 — 1999
Associate's degree, Business Administration and Management, General
University of Phoenix
Masters of Business Administration
Archie McDonnel's Morgan Stanley Experience August 2012 - April 2013
Job Business Analyst at HealthEquity
Industry Financial Services
Experience
HealthEquity February 2014 - Present
HealthEquity April 2013 - February 2014
Morgan Stanley August 2012 - April 2013
Meridian Title April 2012 - August 2012
Max International April 2010 - July 2011
United First Financial August 2008 - July 2009
Generation Marketing August 2005 - February 2006
Skills
Financial Modeling, Data Analysis, Accounting, Financial Analysis, Microsoft Office, Analysis, Finance, Microsoft Excel, Financial Reporting, Database Administration, Customer Service, Data Mining, Investments, Sales, Data Modeling, Access, Banking, Microsoft Word, Account Reconciliation, Training, Strategic Planning, PowerPoint, Team Leadership, Leadership, Negotiation, Financial Services, Research, Account Management, Business Analysis, Marketing, Business Intelligence, Databases, Financial Statements, Market Research, Equities, Management, Insurance, Auditing, Forecasting, Process Improvement, Budgets, Statistics, Business Process, SQL, VBA, Visio, Teamwork, Analytics, System Administration
Education
University of Utah 2010 — 2012
Bachelor of Science (B.S.), Information Systems
University of Utah 2010 — 2012
Bachelor of Science (BS), Business Finance
Salt Lake Community College 2008 — 2010
Associate of Science (A.S.), Business/Commerce, General
HealthEquity February 2014 - Present
HealthEquity April 2013 - February 2014
Morgan Stanley August 2012 - April 2013
Meridian Title April 2012 - August 2012
Max International April 2010 - July 2011
United First Financial August 2008 - July 2009
Generation Marketing August 2005 - February 2006
Skills
Financial Modeling, Data Analysis, Accounting, Financial Analysis, Microsoft Office, Analysis, Finance, Microsoft Excel, Financial Reporting, Database Administration, Customer Service, Data Mining, Investments, Sales, Data Modeling, Access, Banking, Microsoft Word, Account Reconciliation, Training, Strategic Planning, PowerPoint, Team Leadership, Leadership, Negotiation, Financial Services, Research, Account Management, Business Analysis, Marketing, Business Intelligence, Databases, Financial Statements, Market Research, Equities, Management, Insurance, Auditing, Forecasting, Process Improvement, Budgets, Statistics, Business Process, SQL, VBA, Visio, Teamwork, Analytics, System Administration
Education
University of Utah 2010 — 2012
Bachelor of Science (B.S.), Information Systems
University of Utah 2010 — 2012
Bachelor of Science (BS), Business Finance
Salt Lake Community College 2008 — 2010
Associate of Science (A.S.), Business/Commerce, General
Christina (Kemp) Hurley's Morgan Stanley Experience April 2001 - April 2002
Job Supervisor at Vanguard
Industry Financial Services
Experience
Vanguard June 2003 - Present
Vanguard 2003 - 2013
Morgan Stanley April 2001 - April 2002
Phelps & Woodhead brokerage firm May 1997 - August 2000
North American Trust January 1993 - August 1996
Skills
Asset Allocation, Retirement, Retirement Planning, Relationship Management, Financial Analysis, Bloomberg, Process Improvement, Equities, Strategic Financial..., Fixed Income, Lotus Notes, Microsoft Excel, Series 7, Series 24, Series 63, Team Leadership, Total Rewards Strategies
Education
El Capitan
San Diego State University-California State University
Vanguard June 2003 - Present
Vanguard 2003 - 2013
Morgan Stanley April 2001 - April 2002
Phelps & Woodhead brokerage firm May 1997 - August 2000
North American Trust January 1993 - August 1996
Skills
Asset Allocation, Retirement, Retirement Planning, Relationship Management, Financial Analysis, Bloomberg, Process Improvement, Equities, Strategic Financial..., Fixed Income, Lotus Notes, Microsoft Excel, Series 7, Series 24, Series 63, Team Leadership, Total Rewards Strategies
Education
El Capitan
San Diego State University-California State University
Matthew Pitura's Morgan Stanley Experience 2004 - 2006
Job Financial Advisor at The Guardian Life Insurance Company of America
Industry Financial Services
Experience
The Guardian Life Insurance Company of America January 2013 - Present
MetLife 2006 - 2012
Morgan Stanley 2004 - 2006
Skills
Retirement Planning, Retirement, Series 7, Fixed Annuities, Mutual Funds, Strategic Financial..., Wealth Management, Investments, Series 63, Estate Planning, Life Insurance, Disability Insurance, Insurance, Asset Allocation, Securities, 401k, Investment Advisory, Financial Advisory, IRAs, Long-term Care
Education
Salve Regina University 1999 — 2003
Finance and Financial Management Services
The Guardian Life Insurance Company of America January 2013 - Present
MetLife 2006 - 2012
Morgan Stanley 2004 - 2006
Skills
Retirement Planning, Retirement, Series 7, Fixed Annuities, Mutual Funds, Strategic Financial..., Wealth Management, Investments, Series 63, Estate Planning, Life Insurance, Disability Insurance, Insurance, Asset Allocation, Securities, 401k, Investment Advisory, Financial Advisory, IRAs, Long-term Care
Education
Salve Regina University 1999 — 2003
Finance and Financial Management Services
Jefferson Todd's Morgan Stanley Experience April 1999 - Present
Job Manager Financial Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 1999 - Present
Skills
Financial Services, Investments, Wealth Management, Series 7, Mutual Funds
Education
University of Utah - David Eccles School of Business
Economics
Salt Lake Community College 1987 — 1989
Associate of Science (A.S.), Business
Morgan Stanley April 1999 - Present
Skills
Financial Services, Investments, Wealth Management, Series 7, Mutual Funds
Education
University of Utah - David Eccles School of Business
Economics
Salt Lake Community College 1987 — 1989
Associate of Science (A.S.), Business
Mark Quintal's Morgan Stanley Experience January 1999 - June 2000
Job Surveillance Agent
Industry Insurance
Experience
Metro Transit Security / Securitas October 2010 - Present
South Point Hotel & Casino January 2007 - June 2010
WM Financial Services June 2001 - June 2006
Euro Pacific Capital June 2000 - June 2001
Morgan Stanley January 1999 - June 2000
Skills
Finance, Surveillance, Equities, Securities, Insurance, Casino, Risk Management, Gaming Industry, Training, Analysis, Financial Risk, Policy, Trading, Portfolio Management, Financial Analysis, Financial Markets, Retirement Planning, Banking, Supervisory Skills, Mutual Funds, Operations Management, Derivatives
Education
San Diego State University-California State University
Business Administration and Management, General
Metro Transit Security / Securitas October 2010 - Present
South Point Hotel & Casino January 2007 - June 2010
WM Financial Services June 2001 - June 2006
Euro Pacific Capital June 2000 - June 2001
Morgan Stanley January 1999 - June 2000
Skills
Finance, Surveillance, Equities, Securities, Insurance, Casino, Risk Management, Gaming Industry, Training, Analysis, Financial Risk, Policy, Trading, Portfolio Management, Financial Analysis, Financial Markets, Retirement Planning, Banking, Supervisory Skills, Mutual Funds, Operations Management, Derivatives
Education
San Diego State University-California State University
Business Administration and Management, General
Ryan Newby's Morgan Stanley Experience May 1999 - January 2008
Job Option Trader & Financial Services Professional
Industry Financial Services
Experience
Self Employed August 2010 - Present
Fidelity Investments February 2008 - August 2010
Morgan Stanley May 1999 - January 2008
Skills
Financial Reporting, Team Building, Series 7, Finance, Equities, Financial Analysis, Financial Services, Sales
Education
Salt Lake Community College 2004 — 2008
Associate of Science (AS), Finance, General, 3.5
Self Employed August 2010 - Present
Fidelity Investments February 2008 - August 2010
Morgan Stanley May 1999 - January 2008
Skills
Financial Reporting, Team Building, Series 7, Finance, Equities, Financial Analysis, Financial Services, Sales
Education
Salt Lake Community College 2004 — 2008
Associate of Science (AS), Finance, General, 3.5
Pamela Tracy's Morgan Stanley Experience March 2004 - August 2012
Job Financial Aid Administrator at The College of Health Care Professions
Industry Education Management
Experience
The College of Health Care Professions February 2015 - Present
Southern Careers Institute January 2013 - February 2015
Morgan Stanley March 2004 - August 2012
Citi February 2001 - March 2004
Skills
Public Speaking, Staff Development, Customer Service, Microsoft Office, Microsoft Word, Adult Education, Student Affairs, Higher Education, Student Financial Aid, Admissions, Resume Writing, Teaching, Career Counseling, Leadership Development, Student Development
Education
UC Irvine, Extension
Business/Commerce, General
San Antonio College
The College of Health Care Professions February 2015 - Present
Southern Careers Institute January 2013 - February 2015
Morgan Stanley March 2004 - August 2012
Citi February 2001 - March 2004
Skills
Public Speaking, Staff Development, Customer Service, Microsoft Office, Microsoft Word, Adult Education, Student Affairs, Higher Education, Student Financial Aid, Admissions, Resume Writing, Teaching, Career Counseling, Leadership Development, Student Development
Education
UC Irvine, Extension
Business/Commerce, General
San Antonio College
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS