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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Morgan Stanley Employees
Employee
Years
Job
Industry
Clark Cheng Clark Cheng's Morgan Stanley Experience July 2002 - March 2004
Job Chief Investment Officer
Industry Financial Services
Experience
Merrimac Corp November 2014 - Present
HSBC March 2005 - November 2014
Guggenheim Partners March 2004 - March 2005
Morgan Stanley July 2002 - March 2004
Credit Suisse June 2001 - September 2001
Brinton Economics/West Coast Economics 1994 - 1999
Skills
Hedge Funds, Capital Markets, Alternative Investments, Portfolio Management, Valuation, Private Equity, Financial Modeling, Investments, Corporate Finance, Financial Analysis, Equities, Fixed Income, Due Diligence
Education
Duke University - The Fuqua School of Business 2000 — 2002
Master of Business Administration (MBA), Finance, General
University of California, Los Angeles 1990 — 1994
Business Economics Psychology
California State University-Los Angeles
Master's degree (comps pending), Psychology
Merrimac Corp November 2014 - Present
HSBC March 2005 - November 2014
Guggenheim Partners March 2004 - March 2005
Morgan Stanley July 2002 - March 2004
Credit Suisse June 2001 - September 2001
Brinton Economics/West Coast Economics 1994 - 1999
Skills
Hedge Funds, Capital Markets, Alternative Investments, Portfolio Management, Valuation, Private Equity, Financial Modeling, Investments, Corporate Finance, Financial Analysis, Equities, Fixed Income, Due Diligence
Education
Duke University - The Fuqua School of Business 2000 — 2002
Master of Business Administration (MBA), Finance, General
University of California, Los Angeles 1990 — 1994
Business Economics Psychology
California State University-Los Angeles
Master's degree (comps pending), Psychology
Brian Lane Brian Lane's Morgan Stanley Experience June 2003 - August 2003
Job Financial Analyst at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance March 2015 - Present
Wells Fargo Bank July 2010 - March 2015
Wells Fargo March 2006 - June 2010
Wells Fargo February 2005 - February 2006
Telesis Community Credit Union February 2004 - February 2005
Morgan Stanley June 2003 - August 2003
Skills
Wealth Management, Retirement Planning, Investment Management, Estate Planning, Personal Financial..., Business Development, Sales Presentations, Coaching, Mentoring, Wealth Management..., Financial Advisory, Strategic Financial..., Financial Risk, Asset Management, Finance, Financial Planning, Portfolio Management, Financial Analysis, Analysis, Investments, Leadership, Management
Education
University of Southern California 2012 — 2015
Master of Business Administration (MBA)
California State University-Northridge 2002 — 2004
Bachelor's degree, Business Administration, Finance
Wells Fargo Capital Finance March 2015 - Present
Wells Fargo Bank July 2010 - March 2015
Wells Fargo March 2006 - June 2010
Wells Fargo February 2005 - February 2006
Telesis Community Credit Union February 2004 - February 2005
Morgan Stanley June 2003 - August 2003
Skills
Wealth Management, Retirement Planning, Investment Management, Estate Planning, Personal Financial..., Business Development, Sales Presentations, Coaching, Mentoring, Wealth Management..., Financial Advisory, Strategic Financial..., Financial Risk, Asset Management, Finance, Financial Planning, Portfolio Management, Financial Analysis, Analysis, Investments, Leadership, Management
Education
University of Southern California 2012 — 2015
Master of Business Administration (MBA)
California State University-Northridge 2002 — 2004
Bachelor's degree, Business Administration, Finance
Matthew Lucas Matthew Lucas's Morgan Stanley Experience October 2012 - June 2014
Job Investor Relations at The Carlyle Group
Industry Fund-Raising
Experience
The Carlyle Group June 2014 - Present
Morgan Stanley October 2012 - June 2014
California State University, Northridge August 2011 - May 2012
Lincolnshire Management May 2007 - August 2007
Skills
Hedge Funds, Financial Services, Investor Relations, Alternative Investments, Investments, Research, Valuation, Fixed Income, Fund Administration, Financial Analysis, Asset Management, Asset Allocation, Private Equity, Fund Of Funds, Investment Management, Economics, Due Diligence, Co-investment, Secondaries, Microsoft Excel, Public Speaking, PowerPoint, Higher Education, Financial Modeling, Video Games, Series 63
Education
California State University-Northridge
MA, U.S. Foreign Policy-Cold War History-World History
California State University-Northridge 2008 — 2010
BA, History
Greenwich High School
The Carlyle Group June 2014 - Present
Morgan Stanley October 2012 - June 2014
California State University, Northridge August 2011 - May 2012
Lincolnshire Management May 2007 - August 2007
Skills
Hedge Funds, Financial Services, Investor Relations, Alternative Investments, Investments, Research, Valuation, Fixed Income, Fund Administration, Financial Analysis, Asset Management, Asset Allocation, Private Equity, Fund Of Funds, Investment Management, Economics, Due Diligence, Co-investment, Secondaries, Microsoft Excel, Public Speaking, PowerPoint, Higher Education, Financial Modeling, Video Games, Series 63
Education
California State University-Northridge
MA, U.S. Foreign Policy-Cold War History-World History
California State University-Northridge 2008 — 2010
BA, History
Greenwich High School
Jackie (Lord) Yost Jackie (Lord) Yost's Morgan Stanley Experience March 2003 - June 2003
Job Sr. Manager, Chapter Reporting & Analysis
Industry Nonprofit Organization Management
Experience
Make-A-Wish America December 2013 - Present
Advisor Growth Strategies LLC June 2013 - October 2013
Amazon January 2012 - June 2013
Aster Events January 2013 - May 2013
Boeing November 2008 - January 2012
Boeing March 2008 - November 2008
Boeing March 2007 - March 2008
Boeing July 2005 - March 2007
Pacific Sunwear June 2004 - October 2004
Morgan Stanley March 2003 - June 2003
Skills
Process Improvement, Project Planning, Financial Modeling, Forecasting, Financial Analysis, Strategy, Finance, Budgets, Analysis, Leadership, Risk Management, Management, Product Management, Training, Variance Analysis, Program Management, New Business Development, Auditing, Financial Forecasting, Business Planning, Business Process, Pricing, Marketing, Negotiation, Proposal Writing, Account Reconciliation
Education
California State University-Long Beach 2008 — 2008
Certification in SAS/Statistical Modeling
University of California, Irvine 2003 — 2005
Bachelor of Arts in Research and Analytical Methods/Statistics, Minor in Business Management
University of California, Berkeley 2001 — 2002
Business Administration and Management
USC Marshall School of Business 2007 — 2008
MBA
Make-A-Wish America December 2013 - Present
Advisor Growth Strategies LLC June 2013 - October 2013
Amazon January 2012 - June 2013
Aster Events January 2013 - May 2013
Boeing November 2008 - January 2012
Boeing March 2008 - November 2008
Boeing March 2007 - March 2008
Boeing July 2005 - March 2007
Pacific Sunwear June 2004 - October 2004
Morgan Stanley March 2003 - June 2003
Skills
Process Improvement, Project Planning, Financial Modeling, Forecasting, Financial Analysis, Strategy, Finance, Budgets, Analysis, Leadership, Risk Management, Management, Product Management, Training, Variance Analysis, Program Management, New Business Development, Auditing, Financial Forecasting, Business Planning, Business Process, Pricing, Marketing, Negotiation, Proposal Writing, Account Reconciliation
Education
California State University-Long Beach 2008 — 2008
Certification in SAS/Statistical Modeling
University of California, Irvine 2003 — 2005
Bachelor of Arts in Research and Analytical Methods/Statistics, Minor in Business Management
University of California, Berkeley 2001 — 2002
Business Administration and Management
USC Marshall School of Business 2007 — 2008
MBA
Floyd (J.R.) White Floyd (J.R.) White's Morgan Stanley Experience February 2000 - October 2003
Job Assistant General Manager at Stiletto Entertainment
Industry Music
Experience
Stiletto Entertainment October 2004 - Present
Morgan Stanley February 2000 - October 2003
Education
California State University-Fullerton 1994 — 1997
Bachelor of Arts (BA), Musical Theatre
Stiletto Entertainment October 2004 - Present
Morgan Stanley February 2000 - October 2003
Education
California State University-Fullerton 1994 — 1997
Bachelor of Arts (BA), Musical Theatre
Jack Lorenz Jack Lorenz's Morgan Stanley Experience 1994 - 2001
Job Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge 2013 - Present
Tax & Financial Group 2011 - 2013
Charles Schwab April 2006 - May 2011
UBS 2001 - 2003
Morgan Stanley 1994 - 2001
Skills
Family Office, Retirement Planning, Investments, Risk Management, Strategic Financial..., Asset Allocation, Financial Advisory, Portfolio Management, Equities, Asset Managment, High Net Worth..., Wealth Management, Asset Management, Series 7, Investment Advisory, Finance, 401k, Alternative Investments, Capital Markets, ETFs, Due Diligence, Employee Benefits, Financial Analysis, Financial Modeling, Financial Planning, Financial Services, Fixed Income, Hedge Funds, Investment Strategies, Management, Mutual Funds, Private Equity, Securities, Series 63, Series 65
Education
Stanford University 1975 — 1979
BA, Economics
California State University-Los Angeles 1984 — 1987
MBA, Finance
Corona Del Mar High School 1971 — 1975
Merrill Edge 2013 - Present
Tax & Financial Group 2011 - 2013
Charles Schwab April 2006 - May 2011
UBS 2001 - 2003
Morgan Stanley 1994 - 2001
Skills
Family Office, Retirement Planning, Investments, Risk Management, Strategic Financial..., Asset Allocation, Financial Advisory, Portfolio Management, Equities, Asset Managment, High Net Worth..., Wealth Management, Asset Management, Series 7, Investment Advisory, Finance, 401k, Alternative Investments, Capital Markets, ETFs, Due Diligence, Employee Benefits, Financial Analysis, Financial Modeling, Financial Planning, Financial Services, Fixed Income, Hedge Funds, Investment Strategies, Management, Mutual Funds, Private Equity, Securities, Series 63, Series 65
Education
Stanford University 1975 — 1979
BA, Economics
California State University-Los Angeles 1984 — 1987
MBA, Finance
Corona Del Mar High School 1971 — 1975
Winnian Mo Winnian Mo's Morgan Stanley Experience January 2010 - June 2010
Job Product Manager (Buyer) at Tenergy Corp.
Industry Consumer Electronics
Experience
Tenergy Corporation May 2014 - Present
MA Labs July 2011 - May 2014
Quanta Computer Inc. July 2010 - January 2011
Morgan Stanley January 2010 - June 2010
Skills
Product Management, Product Marketing, Resellers, Channel, Product Launch, Product Lifecycle..., Oracle Enterprise..., Storage, Channel Partners, Multi-channel Marketing, Competitive Analysis, Product Development, Channel Sales, PowerPoint, SAS programming, Microsoft Excel, Data Analysis, Stock Market, Photoshop, C++, Minitab, R, Online Research, Marketing Research, Data Entry, Account Management, Market Research, SAP, Management, Forecasting, E-commerce, Pricing, Analysis, Marketing Strategy, Market Analysis, P, Purchasing, Project Planning, Consumer Electronics, Manufacturing, Analytics, Statistics, Vendor Management, Negotiation
Education
California State University-Hayward - School of Business and Economics 2010 — 2012
Master's degree, Computational Statistics, 3.5
UC Davis 2006 — 2010
Bachelor's of Science, Managerial Economic & Statistics, 3.26
Tenergy Corporation May 2014 - Present
MA Labs July 2011 - May 2014
Quanta Computer Inc. July 2010 - January 2011
Morgan Stanley January 2010 - June 2010
Skills
Product Management, Product Marketing, Resellers, Channel, Product Launch, Product Lifecycle..., Oracle Enterprise..., Storage, Channel Partners, Multi-channel Marketing, Competitive Analysis, Product Development, Channel Sales, PowerPoint, SAS programming, Microsoft Excel, Data Analysis, Stock Market, Photoshop, C++, Minitab, R, Online Research, Marketing Research, Data Entry, Account Management, Market Research, SAP, Management, Forecasting, E-commerce, Pricing, Analysis, Marketing Strategy, Market Analysis, P, Purchasing, Project Planning, Consumer Electronics, Manufacturing, Analytics, Statistics, Vendor Management, Negotiation
Education
California State University-Hayward - School of Business and Economics 2010 — 2012
Master's degree, Computational Statistics, 3.5
UC Davis 2006 — 2010
Bachelor's of Science, Managerial Economic & Statistics, 3.26
Aarone L. Tirpak Aarone L. Tirpak's Morgan Stanley Experience June 1998 - November 2001
Job Senior Vice President, Senior PIM® Portfolio Manager at Tirpak Miller Investment Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Tirpak Miller Investment Group of Wells Fargo Advisors, LLC November 2001 - Present
Wells Fargo Advisors November 2005 - Present
Morgan Stanley June 1998 - November 2001
UPS 1994 - 1998
Skills
Investments, Retirement Planning, Insurance, Retirement, Investment Strategies, Financial Services, Risk Management, Securities, IRAs, Employee Benefits, Operations Management, Banking, Asset Allocation, Hedge Funds, Risk Assessment, Retirement Income..., Retirement Savings, 401k Rollovers, 401k, Medicare, Social Security, Estate Tax Planning, Estate Planning, Financial Planning, Portfolio Management, Wealth Management, Mutual Funds, Asset Management, Series 7, Finance, Management, Financial Advisory, Investment Management, Marketing, Business Development
Education
California State University-Long Beach
Accounting and Finance
Woodrow Wilson Classical High School
Tirpak Miller Investment Group of Wells Fargo Advisors, LLC November 2001 - Present
Wells Fargo Advisors November 2005 - Present
Morgan Stanley June 1998 - November 2001
UPS 1994 - 1998
Skills
Investments, Retirement Planning, Insurance, Retirement, Investment Strategies, Financial Services, Risk Management, Securities, IRAs, Employee Benefits, Operations Management, Banking, Asset Allocation, Hedge Funds, Risk Assessment, Retirement Income..., Retirement Savings, 401k Rollovers, 401k, Medicare, Social Security, Estate Tax Planning, Estate Planning, Financial Planning, Portfolio Management, Wealth Management, Mutual Funds, Asset Management, Series 7, Finance, Management, Financial Advisory, Investment Management, Marketing, Business Development
Education
California State University-Long Beach
Accounting and Finance
Woodrow Wilson Classical High School
Brad Kerr's Morgan Stanley Experience October 2007 - June 2012
Job Business Logic Specialist
Industry Information Technology and Services
Experience
Vistex December 2012 - Present
Morgan Stanley October 2007 - June 2012
Portellus September 2004 - September 2007
Skills
Business Analysis, SDLC, Software Development, Requirements Gathering, SQL, Business Process, Management, Business Rules, Web Development, Microsoft Office, Training, Analysis, Software Project..., Testing, CRM, Photoshop, Hands-on Training, VBA, Microsoft SQL Server, Salesforce.com, XML, Team Leadership, SharePoint, E-commerce, Vendor Management, Process Improvement, Strategic Planning, Visio, Risk Management, Software Documentation, Requirements Analysis, SaaS, Business Intelligence, Databases, C#, Enterprise Software, Integration, IT Strategy, Agile Methodologies, MS Office Suite, VBA Macros, Software Training, WODM
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
California State University-Fullerton - College of Business and Economics 1998 — 2003
BA, ISDS
Vistex December 2012 - Present
Morgan Stanley October 2007 - June 2012
Portellus September 2004 - September 2007
Skills
Business Analysis, SDLC, Software Development, Requirements Gathering, SQL, Business Process, Management, Business Rules, Web Development, Microsoft Office, Training, Analysis, Software Project..., Testing, CRM, Photoshop, Hands-on Training, VBA, Microsoft SQL Server, Salesforce.com, XML, Team Leadership, SharePoint, E-commerce, Vendor Management, Process Improvement, Strategic Planning, Visio, Risk Management, Software Documentation, Requirements Analysis, SaaS, Business Intelligence, Databases, C#, Enterprise Software, Integration, IT Strategy, Agile Methodologies, MS Office Suite, VBA Macros, Software Training, WODM
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, General
California State University-Fullerton - College of Business and Economics 1998 — 2003
BA, ISDS
Jeremiah David's Morgan Stanley Experience June 2005 - August 2005
Job Associate Vice President, Strategy and Innovation at EOI Service Company
Industry Insurance
Experience
Kaiser Permanente June 2014 - August 2014
EOI Service Company January 2010 - May 2013
EOI Service Company May 2007 - January 2010
Morgan Stanley June 2005 - August 2005
American Express June 2004 - August 2004
Skills
Problem Solving, Customer Relations, Vendor Management, Excel, IT Strategy, IT Management, Healthcare IT, Technology Development, Website Development, PGP, Windows Server, Microsoft Excel, Healthcare Information..., Customer Service, Business Strategy, Databases, Leadership, Enterprise Software, Business Analysis, Visio, Data Analysis, Project Management, Management Consulting, Consulting, Healthcare
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
California State University-Fullerton 2006 — 2007
BA, Business Administration, Information Systems Concentration, Graduated Summa Cum Laude (GPA: 3.98)
Irvine Valley College 2004 — 2006
AA, Business Administration, Graduated Summa Cum Laude (GPA: 4.0)
Glendale Community College 2003 — 2004
Music Education, GPA: 4.0
Kaiser Permanente June 2014 - August 2014
EOI Service Company January 2010 - May 2013
EOI Service Company May 2007 - January 2010
Morgan Stanley June 2005 - August 2005
American Express June 2004 - August 2004
Skills
Problem Solving, Customer Relations, Vendor Management, Excel, IT Strategy, IT Management, Healthcare IT, Technology Development, Website Development, PGP, Windows Server, Microsoft Excel, Healthcare Information..., Customer Service, Business Strategy, Databases, Leadership, Enterprise Software, Business Analysis, Visio, Data Analysis, Project Management, Management Consulting, Consulting, Healthcare
Education
UCLA Anderson School of Management 2013 — 2015
Master of Business Administration (MBA)
California State University-Fullerton 2006 — 2007
BA, Business Administration, Information Systems Concentration, Graduated Summa Cum Laude (GPA: 3.98)
Irvine Valley College 2004 — 2006
AA, Business Administration, Graduated Summa Cum Laude (GPA: 4.0)
Glendale Community College 2003 — 2004
Music Education, GPA: 4.0
james reim james reim's Morgan Stanley Experience June 1995 - April 2009
Job
Industry Financial Services
Experience
The Investment Center of Erie June 2009 - Present
Erie Young Adults Metro 2013 - 2013
Morgan Stanley June 1995 - April 2009
Paine Webber July 1984 - June 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation
Education
California State University-Long Beach 1981 — 1984
Bachelor's degree, Business Administration and Management, General
John Carroll University 1976 — 1978
The Investment Center of Erie June 2009 - Present
Erie Young Adults Metro 2013 - 2013
Morgan Stanley June 1995 - April 2009
Paine Webber July 1984 - June 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Research, Teaching, Public Speaking, Budgets, Strategic Planning, Negotiation
Education
California State University-Long Beach 1981 — 1984
Bachelor's degree, Business Administration and Management, General
John Carroll University 1976 — 1978
David Carty's Morgan Stanley Experience April 2000 - Present
Job
Industry Information Technology and Services
Experience
Morgan Stanley April 2000 - Present
Channel Z August 1998 - February 2000
Donna Karan August 1995 - August 1998
Skills
Mobile Technology, Mobile Devices, Android, ITIL, Apple iOS, ITIL Certified, Customer Service, Project Management..., Blackberry applications, Blackberry Enterprise..., Unix, Unix Operating Systems, Strategic Planning, Microsoft Excel, Microsoft Word, PowerPoint, Budgets, Windows, English, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Negotiation, Editing, Windows Server, Business Intelligence, Integration, Project Management, Program Management, Enterprise Software, Management, Leadership, Process Improvement, Project Planning
Education
New York University 1995 — 1997
Masters of Professional Studies in Interactive Telecommunications, Information Technology
California State University-Fullerton 1989 — 1992
Bachelor of Arts in Communications, Radio-Television-Film
Morgan Stanley April 2000 - Present
Channel Z August 1998 - February 2000
Donna Karan August 1995 - August 1998
Skills
Mobile Technology, Mobile Devices, Android, ITIL, Apple iOS, ITIL Certified, Customer Service, Project Management..., Blackberry applications, Blackberry Enterprise..., Unix, Unix Operating Systems, Strategic Planning, Microsoft Excel, Microsoft Word, PowerPoint, Budgets, Windows, English, Research, Outlook, Photoshop, Teaching, HTML, Public Speaking, Negotiation, Editing, Windows Server, Business Intelligence, Integration, Project Management, Program Management, Enterprise Software, Management, Leadership, Process Improvement, Project Planning
Education
New York University 1995 — 1997
Masters of Professional Studies in Interactive Telecommunications, Information Technology
California State University-Fullerton 1989 — 1992
Bachelor of Arts in Communications, Radio-Television-Film
Chad Novak Chad Novak's Morgan Stanley Experience January 2007 - January 2009
Job Regional Sales Manager at CarHunters Inc.
Industry Wholesale
Experience
CarHunters Inc. June 2012 - Present
BeachMint January 2012 - June 2012
Morgan Stanley January 2007 - January 2009
Verizon Wireless February 2005 - November 2006
US Airways February 2000 - November 2002
US Airways January 1999 - February 2000
US Airways September 1997 - January 1999
US Airways July 1996 - September 1997
Skills
Process Improvement, Customer Service, Data Analysis, Business Analysis, Microsoft Excel, Vlookup, Pivot Tables, Training, Customer Satisfaction, Management, Team Building, Sales, Team Leadership, Customer Retention, Social Media Marketing, Microsoft Office, Marketing Communications, Finance, Research, Sales Management, Cold Calling, Market Research, Business Strategy, Microsoft Word, Coaching, Marketing, Inventory Management, Marketing Strategy, Strategy, Account Management, Analysis, Merchandising
Education
California State University-Northridge 2009 — 2011
BA, Economics, Business
Santa Monica College
Business Administration, Management and Operations
CarHunters Inc. June 2012 - Present
BeachMint January 2012 - June 2012
Morgan Stanley January 2007 - January 2009
Verizon Wireless February 2005 - November 2006
US Airways February 2000 - November 2002
US Airways January 1999 - February 2000
US Airways September 1997 - January 1999
US Airways July 1996 - September 1997
Skills
Process Improvement, Customer Service, Data Analysis, Business Analysis, Microsoft Excel, Vlookup, Pivot Tables, Training, Customer Satisfaction, Management, Team Building, Sales, Team Leadership, Customer Retention, Social Media Marketing, Microsoft Office, Marketing Communications, Finance, Research, Sales Management, Cold Calling, Market Research, Business Strategy, Microsoft Word, Coaching, Marketing, Inventory Management, Marketing Strategy, Strategy, Account Management, Analysis, Merchandising
Education
California State University-Northridge 2009 — 2011
BA, Economics, Business
Santa Monica College
Business Administration, Management and Operations
Conrad Padilla's Morgan Stanley Experience January 1995 - February 2001
Job Husband, Dad, Author, Consulting and Strategy Network Marketing
Industry Higher Education
Experience
Jeunesse Global April 2015 - Present
CEO CROWNE COMPANIES June 2007 - Present
Crowne Companies, Inc. June 2007 - Present
MonaVie June 2007 - April 2015
MYNT January 2014 - March 2015
UBS March 2001 - March 2007
Morgan Stanley January 1995 - February 2001
Skills
Small Business, Start-ups, Marketing Strategy, Online Marketing, Sales, Business Planning, Lead Generation, Business Strategy, Management, Advertising, Investments, Online Advertising, Sales Management, Event Management, Public Relations, Market Research, Project Management, Teaching, E-commerce, SEO, Fitness, Nutrition
Education
Cal State Fullerton 1989 — 1993
Bachelor's degree, Economics
Jeunesse Global April 2015 - Present
CEO CROWNE COMPANIES June 2007 - Present
Crowne Companies, Inc. June 2007 - Present
MonaVie June 2007 - April 2015
MYNT January 2014 - March 2015
UBS March 2001 - March 2007
Morgan Stanley January 1995 - February 2001
Skills
Small Business, Start-ups, Marketing Strategy, Online Marketing, Sales, Business Planning, Lead Generation, Business Strategy, Management, Advertising, Investments, Online Advertising, Sales Management, Event Management, Public Relations, Market Research, Project Management, Teaching, E-commerce, SEO, Fitness, Nutrition
Education
Cal State Fullerton 1989 — 1993
Bachelor's degree, Economics
Arik Urquidez Arik Urquidez's Morgan Stanley Experience June 2013 - July 2014
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors August 2014 - Present
Morgan Stanley June 2013 - July 2014
Marcus & Millichap August 2012 - July 2013
KW Commercial. January 2011 - August 2012
National Equity Advisors January 2006 - December 2009
Marcus & Millichap January 2005 - December 2005
Skills
Investments, Financial Planning, Retirement Planning, 401k Rollovers, Estate Investment..., Financial Advisory, Financial Services, Insurance, Tax-Efficient Strategies, Wealth Preservation...
Education
California State University-Northridge 1997 — 2002
Bachelor of Science, Business Administration, Management
Montclair College Prep 1993 — 1997
Wells Fargo Advisors August 2014 - Present
Morgan Stanley June 2013 - July 2014
Marcus & Millichap August 2012 - July 2013
KW Commercial. January 2011 - August 2012
National Equity Advisors January 2006 - December 2009
Marcus & Millichap January 2005 - December 2005
Skills
Investments, Financial Planning, Retirement Planning, 401k Rollovers, Estate Investment..., Financial Advisory, Financial Services, Insurance, Tax-Efficient Strategies, Wealth Preservation...
Education
California State University-Northridge 1997 — 2002
Bachelor of Science, Business Administration, Management
Montclair College Prep 1993 — 1997
Sarah Nguyen Sarah Nguyen's Morgan Stanley Experience January 2014 - December 2014
Job Client Service Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management December 2014 - Present
Morgan Stanley January 2014 - December 2014
Fullerton Seventh-day Adventist Church July 2013 - December 2014
Fullerton Seventh-day Adventist Church July 2013 - December 2014
James A. Davidson & Associates November 2012 - December 2014
Typeform.com January 2014 - June 2014
CSULB eSports Association April 2013 - May 2014
Tustin Music Center April 2013 - May 2014
CSULB Anime Club August 2012 - May 2014
The Collegiate Games September 2013 - January 2014
Skills
Photoshop, Microsoft Office, Team Motivator, Problem Solving, Advertising, Promotions, Social Media Marketing, Mentoring, Events Organizer, Graphic Design, Leadership, Project Management, Customer Service, Time Management, Community Outreach, Marketing Communications, Academic Advising, Public Speaking, Marketing, Sales, Event Management, Marketing Strategy, Event Planning, Public Relations, WordPress, PowerPoint, Training, Recruiting, Management, Facebook, Web Design, Research, Teamwork, Microsoft Word, Email Marketing, Market Research, Data Analysis, Nonprofits, Microsoft Excel, Photography, Outlook, Social Networking, Social Media, Fundraising, Project Planning, Team Leadership, Editing
Education
California State University-Long Beach 2011 — 2014
Bachelor of Science (BS), Finance
Cypress College 2010 — 2011
BA, Marketing
Magnolia High School 2007 — 2010
UBS Wealth Management December 2014 - Present
Morgan Stanley January 2014 - December 2014
Fullerton Seventh-day Adventist Church July 2013 - December 2014
Fullerton Seventh-day Adventist Church July 2013 - December 2014
James A. Davidson & Associates November 2012 - December 2014
Typeform.com January 2014 - June 2014
CSULB eSports Association April 2013 - May 2014
Tustin Music Center April 2013 - May 2014
CSULB Anime Club August 2012 - May 2014
The Collegiate Games September 2013 - January 2014
Skills
Photoshop, Microsoft Office, Team Motivator, Problem Solving, Advertising, Promotions, Social Media Marketing, Mentoring, Events Organizer, Graphic Design, Leadership, Project Management, Customer Service, Time Management, Community Outreach, Marketing Communications, Academic Advising, Public Speaking, Marketing, Sales, Event Management, Marketing Strategy, Event Planning, Public Relations, WordPress, PowerPoint, Training, Recruiting, Management, Facebook, Web Design, Research, Teamwork, Microsoft Word, Email Marketing, Market Research, Data Analysis, Nonprofits, Microsoft Excel, Photography, Outlook, Social Networking, Social Media, Fundraising, Project Planning, Team Leadership, Editing
Education
California State University-Long Beach 2011 — 2014
Bachelor of Science (BS), Finance
Cypress College 2010 — 2011
BA, Marketing
Magnolia High School 2007 — 2010
Emily Lai's Morgan Stanley Experience September 2014 - May 2015
Job Sales at SimplyInsured
Industry Financial Services
Experience
SimplyInsured August 2015 - Present
Morgan Stanley September 2014 - May 2015
Morgan Stanley July 2014 - September 2014
Leland Yee for San Francisco Mayor 2011 July 2011 - November 2011
Leland Yee for San Francisco Mayor 2011 June 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Public Speaking, Accounting, Financial Accounting, Financial Analysis, Microsoft Word, PowerPoint, Teamwork, English, Time Management, Financial Reporting, Bookkeeping, Auditing, Tax, Windows, Sales, Leadership, Finance
Education
California State University-Long Beach
Finance, General
Lowell High School
High School Diploma
SimplyInsured August 2015 - Present
Morgan Stanley September 2014 - May 2015
Morgan Stanley July 2014 - September 2014
Leland Yee for San Francisco Mayor 2011 July 2011 - November 2011
Leland Yee for San Francisco Mayor 2011 June 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, Public Speaking, Accounting, Financial Accounting, Financial Analysis, Microsoft Word, PowerPoint, Teamwork, English, Time Management, Financial Reporting, Bookkeeping, Auditing, Tax, Windows, Sales, Leadership, Finance
Education
California State University-Long Beach
Finance, General
Lowell High School
High School Diploma
Brian Caramadre Brian Caramadre's Morgan Stanley Experience April 1994 - March 2009
Job Senior Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2009 - Present
Morgan Stanley April 1994 - March 2009
Education
California State University-Northridge 1978 — 1981
Bachelor of Arts, Political Science-International Relations
Wells Fargo Advisors, LLC March 2009 - Present
Morgan Stanley April 1994 - March 2009
Education
California State University-Northridge 1978 — 1981
Bachelor of Arts, Political Science-International Relations
Ilya Verlinsky's Morgan Stanley Experience June 2003 - November 2003
Job CTO | CIO | VP of Technology
Industry Financial Services
Experience
Main Street Renewal June 2015 - Present
Interthinx, a subsidiary of First American Financial Corporation (NYSE: FAF) August 2013 - May 2015
Interthinx June 2010 - August 2013
Bank of America January 2009 - February 2010
Countrywide January 2006 - January 2009
Countrywide January 2005 - January 2006
Countrywide January 2004 - January 2005
Morgan Stanley June 2003 - November 2003
JP Morgan May 2003 - June 2003
Wehrheim Systems, Inc. November 1998 - May 2003
Skills
Enterprise Architecture, Strategic Planning, Enterprise Software, SDLC, Executive Management, SaaS, Leadership, Software Development, Cross-functional Team..., Mergers & Acquisitions, Project Management, Agile Methodologies, Software Project..., IT Strategy, Business Analysis, Strategy, Risk Management, Product Management, Management, Databases, Disaster Recovery, Data Warehousing, SOA, ITIL, Architecture, Web Applications, Quality Assurance, Web Services, Integration, SOAP, Requirements Analysis, Scrum, Database Design, Microsoft SQL Server, Unix, .NET, Oracle, Outsourcing Management, Vendor Management
Education
California State University-Northridge 2004 — 2008
MBA
California State University-Northridge 2000 — 2001
BS, Computer Science
Los Angeles Pierce College 1998 — 2000
AA, Liberal Arts
Main Street Renewal June 2015 - Present
Interthinx, a subsidiary of First American Financial Corporation (NYSE: FAF) August 2013 - May 2015
Interthinx June 2010 - August 2013
Bank of America January 2009 - February 2010
Countrywide January 2006 - January 2009
Countrywide January 2005 - January 2006
Countrywide January 2004 - January 2005
Morgan Stanley June 2003 - November 2003
JP Morgan May 2003 - June 2003
Wehrheim Systems, Inc. November 1998 - May 2003
Skills
Enterprise Architecture, Strategic Planning, Enterprise Software, SDLC, Executive Management, SaaS, Leadership, Software Development, Cross-functional Team..., Mergers & Acquisitions, Project Management, Agile Methodologies, Software Project..., IT Strategy, Business Analysis, Strategy, Risk Management, Product Management, Management, Databases, Disaster Recovery, Data Warehousing, SOA, ITIL, Architecture, Web Applications, Quality Assurance, Web Services, Integration, SOAP, Requirements Analysis, Scrum, Database Design, Microsoft SQL Server, Unix, .NET, Oracle, Outsourcing Management, Vendor Management
Education
California State University-Northridge 2004 — 2008
MBA
California State University-Northridge 2000 — 2001
BS, Computer Science
Los Angeles Pierce College 1998 — 2000
AA, Liberal Arts
Robert Biller III's Morgan Stanley Experience 2012 - 2013
Job Regional Director at MARTIN / ALEXANDER Executive Search
Industry Staffing and Recruiting
Experience
MARTIN / ALEXANDER Executive Search July 2015 - Present
Convergint Technologies March 2014 - July 2015
Morgan Stanley 2012 - 2013
Skills
Sales, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Financial..., Team Leadership, Security, CCTV, Access Control, Teamwork, Time Management, Customer Satisfaction, PowerPoint, Facebook, Financial Responsibility, Social Networking, Integration, Budget Development, Recruiting
Education
California State University-Fullerton 2010 — 2014
Bachelor of Arts (BA), Business Finance
Trabuco Hills High School 2006 — 2010
MARTIN / ALEXANDER Executive Search July 2015 - Present
Convergint Technologies March 2014 - July 2015
Morgan Stanley 2012 - 2013
Skills
Sales, Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, Financial..., Team Leadership, Security, CCTV, Access Control, Teamwork, Time Management, Customer Satisfaction, PowerPoint, Facebook, Financial Responsibility, Social Networking, Integration, Budget Development, Recruiting
Education
California State University-Fullerton 2010 — 2014
Bachelor of Arts (BA), Business Finance
Trabuco Hills High School 2006 — 2010
Jeffrey Randolph Jeffrey Randolph's Morgan Stanley Experience May 2007 - May 2010
Job Partner, CFO Affinity Investment Advisors
Industry Financial Services
Experience
Affinity Investment Advisors, Llc November 2010 - Present
Taller San Jose January 2007 - Present
Morgan Stanley May 2007 - May 2010
Skills
Portfolio Management, Financial Modeling, Asset Management, Investments, Budgets, Alternative Investments, Due Diligence, Hedge Funds
Education
California State University-Long Beach
Bachelor of Applied Science (BASc), Finance and Financial Management Services
Affinity Investment Advisors, Llc November 2010 - Present
Taller San Jose January 2007 - Present
Morgan Stanley May 2007 - May 2010
Skills
Portfolio Management, Financial Modeling, Asset Management, Investments, Budgets, Alternative Investments, Due Diligence, Hedge Funds
Education
California State University-Long Beach
Bachelor of Applied Science (BASc), Finance and Financial Management Services
William Steinberg William Steinberg's Morgan Stanley Experience January 1994 - November 2007
Job
Industry Financial Services
Experience
Goldman Sachs February 2008 - Present
Morgan Stanley January 1994 - November 2007
Education
California State University-Northridge 1989 — 1992
MSEE, Electrical Engineering
Old Dominion University 1983 — 1987
BSEE, Electrical Engineering
Goldman Sachs February 2008 - Present
Morgan Stanley January 1994 - November 2007
Education
California State University-Northridge 1989 — 1992
MSEE, Electrical Engineering
Old Dominion University 1983 — 1987
BSEE, Electrical Engineering
Lasha Clay Lasha Clay's Morgan Stanley Experience January 2010 - June 2010
Job Operations Administrator at Onward Search | Creative Marketing and Technology Staffing
Industry Staffing and Recruiting
Experience
Onward Search Creative Marketing and Technology Staffing March 2014 - Present
Access Intelligence April 2013 - August 2013
Mitchell Martin Inc. July 2010 - April 2013
Morgan Stanley January 2010 - June 2010
Phoenix Constructors- Port Authority September 2008 - January 2010
GEOTRANS INC April 2008 - September 2008
California First Leasing Corporation November 2006 - April 2008
SC Design Flooring Inc. November 2005 - November 2006
DEUTSCH INDUSTRIAL PRODUCTS February 2005 - November 2005
Skills
Technical Recruiting, Recruiting, Interviews, Sourcing, Temporary Staffing, Employee Benefits, Onboarding, HRIS, Training, Applicant Tracking..., Cold Calling, Internet Recruiting, Management, Benefits Negotiation, Human Resources, Job Fairs, Vendor Management, Temporary Placement, Hiring, College Recruiting, Performance Management, Employee Relations, New Hire Orientations
Education
California State University-Los Angeles 2000 — 2005
B.A, Business Administration Option in Human Resources
Onward Search Creative Marketing and Technology Staffing March 2014 - Present
Access Intelligence April 2013 - August 2013
Mitchell Martin Inc. July 2010 - April 2013
Morgan Stanley January 2010 - June 2010
Phoenix Constructors- Port Authority September 2008 - January 2010
GEOTRANS INC April 2008 - September 2008
California First Leasing Corporation November 2006 - April 2008
SC Design Flooring Inc. November 2005 - November 2006
DEUTSCH INDUSTRIAL PRODUCTS February 2005 - November 2005
Skills
Technical Recruiting, Recruiting, Interviews, Sourcing, Temporary Staffing, Employee Benefits, Onboarding, HRIS, Training, Applicant Tracking..., Cold Calling, Internet Recruiting, Management, Benefits Negotiation, Human Resources, Job Fairs, Vendor Management, Temporary Placement, Hiring, College Recruiting, Performance Management, Employee Relations, New Hire Orientations
Education
California State University-Los Angeles 2000 — 2005
B.A, Business Administration Option in Human Resources
Anthony Culazzo Anthony Culazzo's Morgan Stanley Experience September 2015 - Present
Job Assistant Vice President, Complex Risk Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
UBS Financial Services, Inc January 2013 - September 2015
UBS Financial Services, Inc August 2012 - December 2012
UBS Financial Services, Inc March 2012 - August 2012
UBS Financial Services, Inc October 2009 - March 2012
UBS Financial Services, Inc. December 2008 - October 2009
UBS Financial Services, Inc May 2006 - December 2008
Wedbush Securities February 2004 - May 2006
Education
California State University-Long Beach
Bachelor of Science, Business Administration (Finance, Real Estate, Law)
West Valley College
Morgan Stanley September 2015 - Present
UBS Financial Services, Inc January 2013 - September 2015
UBS Financial Services, Inc August 2012 - December 2012
UBS Financial Services, Inc March 2012 - August 2012
UBS Financial Services, Inc October 2009 - March 2012
UBS Financial Services, Inc. December 2008 - October 2009
UBS Financial Services, Inc May 2006 - December 2008
Wedbush Securities February 2004 - May 2006
Education
California State University-Long Beach
Bachelor of Science, Business Administration (Finance, Real Estate, Law)
West Valley College
Patricia Giadone's Morgan Stanley Experience 2000 - 2001
Job Chief Compliance Officer at Insight Capital Research & Management
Industry Investment Management
Experience
Insight Capital Research & Management February 2015 - Present
Insight Capital Research & Management September 2013 - February 2015
Insight Capital Research & Management February 2009 - September 2013
Insight Capital Research & Management February 2006 - February 2007
Morgan Stanley 2000 - 2001
Santa Barbara Securities 1992 - 2000
Skills
Compliance, GIPS Compliance, Investment Advisory, Portfolio Management, Equities, Asset Allocation, Marketing, RIAs, Commercial Real Estate, Zephyr Style Advisor, RFP Generation, Securities, Thomson One Analytics, Morningstar, Compliance11
Education
Saint Mary's College of California 2015 — 2016
Master of Business Administration (MBA)
California State University-Sacramento 1985 — 1989
B.S., Business Administration
Insight Capital Research & Management February 2015 - Present
Insight Capital Research & Management September 2013 - February 2015
Insight Capital Research & Management February 2009 - September 2013
Insight Capital Research & Management February 2006 - February 2007
Morgan Stanley 2000 - 2001
Santa Barbara Securities 1992 - 2000
Skills
Compliance, GIPS Compliance, Investment Advisory, Portfolio Management, Equities, Asset Allocation, Marketing, RIAs, Commercial Real Estate, Zephyr Style Advisor, RFP Generation, Securities, Thomson One Analytics, Morningstar, Compliance11
Education
Saint Mary's College of California 2015 — 2016
Master of Business Administration (MBA)
California State University-Sacramento 1985 — 1989
B.S., Business Administration
Aviva Murphy Aviva Murphy's Morgan Stanley Experience May 1994 - May 2008
Job President, Global Mechanical Systems, Inc.
Industry Education Management
Experience
Global Mechanical Systems, Inc. January 2011 - Present
Morgan Stanley May 1994 - May 2008
Education
Moorpark College 2009 — 2010
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
MBA, Finance
California State University-Northridge 2000 — 2002
BS, Finance
Santa Monica College 1987 — 1989
AA, Business Administration
Global Mechanical Systems, Inc. January 2011 - Present
Morgan Stanley May 1994 - May 2008
Education
Moorpark College 2009 — 2010
Pepperdine University, The George L. Graziadio School of Business and Management 2002 — 2004
MBA, Finance
California State University-Northridge 2000 — 2002
BS, Finance
Santa Monica College 1987 — 1989
AA, Business Administration
Jennifer Ly Jennifer Ly's Morgan Stanley Experience 2002 - 2002
Job Banking Sales Leader
Industry Financial Services
Experience
Citi 2014 - 2014
Citi 2003 - 2013
Ameriprise Financial Services, Inc. 2003 - 2003
Morgan Stanley 2002 - 2002
Windsor Capital Mortgage, Inc. 1999 - 2002
Skills
Consumer Lending, Retail Banking, Branch Management, Small Business Lending, Credit, Banking, Loans, Cross Selling, Commercial Lending, Mortgage Lending, Commercial Banking, Credit Analysis, Mortgage Banking, Loan Origination, Credit Risk, Credit Cards, Strategic Planning, Forward Planning, Business Strategy, Sales Process, Business Process..., Problem Solving, Tactical Sales Planning, Wealth Management, Performance Management, Experienced Change Agent, Customer Advocacy
Education
California State University-Long Beach
Bachelor of Business Administration (B.B.A.), Emphasis in Finance/Real Estate/Law; Marketing
Citi 2014 - 2014
Citi 2003 - 2013
Ameriprise Financial Services, Inc. 2003 - 2003
Morgan Stanley 2002 - 2002
Windsor Capital Mortgage, Inc. 1999 - 2002
Skills
Consumer Lending, Retail Banking, Branch Management, Small Business Lending, Credit, Banking, Loans, Cross Selling, Commercial Lending, Mortgage Lending, Commercial Banking, Credit Analysis, Mortgage Banking, Loan Origination, Credit Risk, Credit Cards, Strategic Planning, Forward Planning, Business Strategy, Sales Process, Business Process..., Problem Solving, Tactical Sales Planning, Wealth Management, Performance Management, Experienced Change Agent, Customer Advocacy
Education
California State University-Long Beach
Bachelor of Business Administration (B.B.A.), Emphasis in Finance/Real Estate/Law; Marketing
Erica Doktor Cummings Erica Doktor Cummings's Morgan Stanley Experience 2001 - 2002
Job Investor Relations & Marketing
Industry Financial Services
Experience
None February 2012 - Present
Saybrook Capital, LLC March 2006 - February 2012
Wedbush Morgan Securities 2005 - 2006
Insyght 2004 - 2005
iSuppli 2003 - 2004
Waddell & Reed 2002 - 2003
Morgan Stanley 2001 - 2002
Wyle Electronics 1999 - 2001
Skills
Financial Modeling, Valuation, Financial Analysis, Series 7, Strategy, Marketing Strategy, Marketing, Strategic Planning, Private Equity, Investments, Due Diligence, Alternative Investments, Finance, Corporate Finance, Asset Management
Education
California State University-Fullerton - College of Business and Economics 2000 — 2002
MBA, Business Administration and Management, General
University of Southern California 1995 — 1998
BS, Business, Distribution Management
University of Southern California - Marshall School of Business 1995 — 1998
Bachelor of Science (BS), Sales, Distribution, and Marketing Operations, General
None February 2012 - Present
Saybrook Capital, LLC March 2006 - February 2012
Wedbush Morgan Securities 2005 - 2006
Insyght 2004 - 2005
iSuppli 2003 - 2004
Waddell & Reed 2002 - 2003
Morgan Stanley 2001 - 2002
Wyle Electronics 1999 - 2001
Skills
Financial Modeling, Valuation, Financial Analysis, Series 7, Strategy, Marketing Strategy, Marketing, Strategic Planning, Private Equity, Investments, Due Diligence, Alternative Investments, Finance, Corporate Finance, Asset Management
Education
California State University-Fullerton - College of Business and Economics 2000 — 2002
MBA, Business Administration and Management, General
University of Southern California 1995 — 1998
BS, Business, Distribution Management
University of Southern California - Marshall School of Business 1995 — 1998
Bachelor of Science (BS), Sales, Distribution, and Marketing Operations, General
Katie Transeth Katie Transeth's Morgan Stanley Experience March 2001 - May 2002
Job Keller Williams Realty Portland Metro
Industry Education Management
Experience
Concordia Neighborhood association October 2010 - October 2012
David Douglas School District October 2007 - October 2010
Clay Elementary August 2006 - June 2007
University Place School District September 2006 - May 2007
Los Penasquitos Elementary August 2004 - June 2005
Sylvan Learning August 2002 - August 2004
CUSD November 2003 - June 2004
Morgan Stanley March 2001 - May 2002
Robertson Stephens December 1999 - March 2001
Skills
Research, Teaching, Event Planning, Public Speaking, Sales, Staff Development
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
California State University-Long Beach
Preliminary Teaching Certificate: Elemenary Teachingcertificate, Elementary Education and Teaching, 4.0
Concordia Neighborhood association October 2010 - October 2012
David Douglas School District October 2007 - October 2010
Clay Elementary August 2006 - June 2007
University Place School District September 2006 - May 2007
Los Penasquitos Elementary August 2004 - June 2005
Sylvan Learning August 2002 - August 2004
CUSD November 2003 - June 2004
Morgan Stanley March 2001 - May 2002
Robertson Stephens December 1999 - March 2001
Skills
Research, Teaching, Event Planning, Public Speaking, Sales, Staff Development
Education
University of California, Santa Barbara 1995 — 1999
Bachelor of Arts (B.A.), Art History, Criticism and Conservation
California State University-Long Beach
Preliminary Teaching Certificate: Elemenary Teachingcertificate, Elementary Education and Teaching, 4.0
kim rowe kim rowe's Morgan Stanley Experience 2001 - 2002
Job F&B Controller at Mastro's Ocean Club, Malibu
Industry Health, Wellness and Fitness
Experience
Mastro's Ocean Club, Malibu September 2014 - Present
Napoli Management Group March 2014 - September 2014
FocalPoint Partners June 2013 - September 2013
oliver cafe lounge @ equinox west la April 2012 - June 2013
Confidential 2009 - June 2013
Wolfgang's Steakhouse, Beverly Hills August 2010 - April 2012
The Palm Restaurant November 2002 - April 2009
Morgan Stanley 2001 - 2002
David Naylor & Associates 1998 - 2001
Skills
Event Management, Event Planning, Health, Fitness, Teaching, Food & Beverage, Sales, Microsoft Word, Public Relations, Microsoft Excel, Trade Shows, Hospitality, Menu Development, Catering, Management, Restaurants, Mac/PC, Microsoft Office, Organization, Oral & Written..., Accounts Payable, Accounts Receivable, Contract Negotiation, Contract Management, Invoicing, Office Administration, Social Networking, Social Media Marketing, Marketing, Budgets, Time Management, Editing, Recruiting, Leadership, Public Speaking, Corporate Events, Human Resources, Advertising, Team Building, Social Media, Facebook, Process Scheduler, Training, Employee Relations, Fundraising, Entertainment, Blogging, Customer Service
Education
California State University-Northridge
BA, Honors in English
Kerala Ayurveda
the oakwood school
high school diploma, liberal arts
Mastro's Ocean Club, Malibu September 2014 - Present
Napoli Management Group March 2014 - September 2014
FocalPoint Partners June 2013 - September 2013
oliver cafe lounge @ equinox west la April 2012 - June 2013
Confidential 2009 - June 2013
Wolfgang's Steakhouse, Beverly Hills August 2010 - April 2012
The Palm Restaurant November 2002 - April 2009
Morgan Stanley 2001 - 2002
David Naylor & Associates 1998 - 2001
Skills
Event Management, Event Planning, Health, Fitness, Teaching, Food & Beverage, Sales, Microsoft Word, Public Relations, Microsoft Excel, Trade Shows, Hospitality, Menu Development, Catering, Management, Restaurants, Mac/PC, Microsoft Office, Organization, Oral & Written..., Accounts Payable, Accounts Receivable, Contract Negotiation, Contract Management, Invoicing, Office Administration, Social Networking, Social Media Marketing, Marketing, Budgets, Time Management, Editing, Recruiting, Leadership, Public Speaking, Corporate Events, Human Resources, Advertising, Team Building, Social Media, Facebook, Process Scheduler, Training, Employee Relations, Fundraising, Entertainment, Blogging, Customer Service
Education
California State University-Northridge
BA, Honors in English
Kerala Ayurveda
the oakwood school
high school diploma, liberal arts
Jethro Heravi Jethro Heravi's Morgan Stanley Experience June 2006 - December 2007
Job RadiantMart, Inc.
Industry Marketing and Advertising
Experience
FloorHeatingUSA.com November 2013 - Present
REMAX SHOWCASE Sherman Oaks April 2011 - November 2013
Wireless Capital Partners March 2008 - August 2009
Morgan Stanley June 2006 - December 2007
Skills
Online Marketing, Marketing Research, Marketing Strategy, Real Estate, Marketing, Online Advertising, Strategic Planning, Entrepreneurship, Negotiation, Selling, Social Media, Customer Service, Market Research, Social Media Marketing, Social Networking, Investments, Sales Management, Contract Negotiation, Leases, Referrals, Real Estate Transactions, Real Estate Economics, Investment Properties, Property, Sales, Fundraising, Luxury, Facebook, Investors, Small Business
Education
California State University-Northridge 2007 — 2011
BA, Psychology / Business Marketing
Beverly Hills High School 2000 — 2003
FloorHeatingUSA.com November 2013 - Present
REMAX SHOWCASE Sherman Oaks April 2011 - November 2013
Wireless Capital Partners March 2008 - August 2009
Morgan Stanley June 2006 - December 2007
Skills
Online Marketing, Marketing Research, Marketing Strategy, Real Estate, Marketing, Online Advertising, Strategic Planning, Entrepreneurship, Negotiation, Selling, Social Media, Customer Service, Market Research, Social Media Marketing, Social Networking, Investments, Sales Management, Contract Negotiation, Leases, Referrals, Real Estate Transactions, Real Estate Economics, Investment Properties, Property, Sales, Fundraising, Luxury, Facebook, Investors, Small Business
Education
California State University-Northridge 2007 — 2011
BA, Psychology / Business Marketing
Beverly Hills High School 2000 — 2003
Neal McNeil III, CIMA®, CFP®'s Morgan Stanley Experience 1997 - 2003
Job Founding Partner, Chief Executive Officer at Ibis Capital
Industry Financial Services
Experience
Ibis Capital (US) March 2012 - Present
La Jolla Group, Morgan Stanley Smith Barney 2003 - 2012
Morgan Stanley 1997 - 2003
Skills
Investments, Portfolio Management, Asset Management, Financial Modeling, Securities, Asset Managment, Finance, Derivatives, Financial Analysis, Asset Allocation, Insurance, Investment Strategies, Investment Advisory, Certified Investment...
Education
California State University-Long Beach
Wharton School, University of Pennsylvania
Ibis Capital (US) March 2012 - Present
La Jolla Group, Morgan Stanley Smith Barney 2003 - 2012
Morgan Stanley 1997 - 2003
Skills
Investments, Portfolio Management, Asset Management, Financial Modeling, Securities, Asset Managment, Finance, Derivatives, Financial Analysis, Asset Allocation, Insurance, Investment Strategies, Investment Advisory, Certified Investment...
Education
California State University-Long Beach
Wharton School, University of Pennsylvania
Connie Harwell's Morgan Stanley Experience 2003 - 2005
Job Underwriting Consultant at CNA Insurance
Industry Insurance
Experience
CNA Insurance October 2014 - Present
Expeditors June 2005 - October 2014
Morgan Stanley 2003 - 2005
Bertha Litwin & Associates 2000 - 2003
Skills
Customer Retention, Public Speaking, New Business Development, Logistics Management, Business Intelligence, Analytics, Multilingual, Customer Service, Customer Satisfaction, Entrepreneurship, Problem Solving, Profit Maximization, Presenter, Corporate Sales..., Educational Leadership, Training Delivery, Translation, Language Teaching, Globalization, Risk Management, Security Management, Claims Management, Risk Assessment, Product Development, CA Insurance License, Property & Casualty..., Insurance Law, Maritime Law, Supply Chain Operations, Supply Chain Risk..., Product Marketing, Technical Presentations, Data Analysis, Enterprise Risk..., Global Strategy, Aviation Regulations, Supply Chain Security, Country Risk Analysis, Loss Control, Business Development, Freight Forwarding, Insurance, Transportation, Sales, Management, Logistics, Account Management
Education
California State University-Long Beach 2001 — 2005
Bachelor of Science (BS), Finance and International Business with an Emphasis in Chinese
CNA Insurance October 2014 - Present
Expeditors June 2005 - October 2014
Morgan Stanley 2003 - 2005
Bertha Litwin & Associates 2000 - 2003
Skills
Customer Retention, Public Speaking, New Business Development, Logistics Management, Business Intelligence, Analytics, Multilingual, Customer Service, Customer Satisfaction, Entrepreneurship, Problem Solving, Profit Maximization, Presenter, Corporate Sales..., Educational Leadership, Training Delivery, Translation, Language Teaching, Globalization, Risk Management, Security Management, Claims Management, Risk Assessment, Product Development, CA Insurance License, Property & Casualty..., Insurance Law, Maritime Law, Supply Chain Operations, Supply Chain Risk..., Product Marketing, Technical Presentations, Data Analysis, Enterprise Risk..., Global Strategy, Aviation Regulations, Supply Chain Security, Country Risk Analysis, Loss Control, Business Development, Freight Forwarding, Insurance, Transportation, Sales, Management, Logistics, Account Management
Education
California State University-Long Beach 2001 — 2005
Bachelor of Science (BS), Finance and International Business with an Emphasis in Chinese
Daniel Baltierra Daniel Baltierra's Morgan Stanley Experience January 2010 - February 2011
Job Coach Men's Running, Training, and Global Football Nike @ The Grove
Industry Retail
Experience
Nike June 2015 - Present
Nike July 2013 - Present
Nike March 2007 - July 2013
Morgan Stanley January 2010 - February 2011
Skills
Driving Results, Leading a Team, Creative Problem Solving, Highly Adaptable, Goal Oriented, Brand Awareness, Associate Development, Leadership, Team Leadership, Performance Management, Sales, Customer Service, Management, Merchandising, Marketing, Retail, Social Networking, Visual Merchandising
Education
California State University-Fullerton 2005 — 2010
BA, Finance
MVHS
Nike June 2015 - Present
Nike July 2013 - Present
Nike March 2007 - July 2013
Morgan Stanley January 2010 - February 2011
Skills
Driving Results, Leading a Team, Creative Problem Solving, Highly Adaptable, Goal Oriented, Brand Awareness, Associate Development, Leadership, Team Leadership, Performance Management, Sales, Customer Service, Management, Merchandising, Marketing, Retail, Social Networking, Visual Merchandising
Education
California State University-Fullerton 2005 — 2010
BA, Finance
MVHS
Judy Kaufman Judy Kaufman's Morgan Stanley Experience January 2003 - March 2012
Job Team Administrator The Ellentuck Wealth Management Group at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services Inc. March 2012 - Present
Morgan Stanley January 2003 - March 2012
Skills
Alternative Investments, Securities
Education
California State University-Northridge 2000 — 2003
Bachelor of Art, History
UBS Financial Services Inc. March 2012 - Present
Morgan Stanley January 2003 - March 2012
Skills
Alternative Investments, Securities
Education
California State University-Northridge 2000 — 2003
Bachelor of Art, History
Roger Geissinger Roger Geissinger's Morgan Stanley Experience 1998 - 2001
Job Assistant to Executive Officers at Bobrick
Industry Executive Office
Experience
Bobrick Washroom Equipment, Inc November 2010 - Present
Various Companies 2008 - 2010
Medtronic 2002 - 2008
Morgan Stanley 1998 - 2001
Fox (Film, TV & Sports) 1990 - 1998
Skills
Cross-functional Team..., Visio, Team Building, Sales, Process Improvement, Project Management, Budgets, Time Management, SAP, Customer Service, Microsoft Word
Education
California State University-Northridge
Business
Los Angeles Valley College
Business
Orange Coast College
Liberal Arts
Bobrick Washroom Equipment, Inc November 2010 - Present
Various Companies 2008 - 2010
Medtronic 2002 - 2008
Morgan Stanley 1998 - 2001
Fox (Film, TV & Sports) 1990 - 1998
Skills
Cross-functional Team..., Visio, Team Building, Sales, Process Improvement, Project Management, Budgets, Time Management, SAP, Customer Service, Microsoft Word
Education
California State University-Northridge
Business
Los Angeles Valley College
Business
Orange Coast College
Liberal Arts
Mike Kormos, MBA Mike Kormos, MBA's Morgan Stanley Experience 1985 - 1988
Job Wealth Management
Industry Investment Management
Experience
AIG February 2012 - Present
Bank Insurance and Securities Association - BISA 1991 - Present
Financial Partners Credit Union 2010 - 2011
Altura Credit Union 2004 - 2010
California Bank & Trust 2002 - 2004
JPMorgan Chase 1996 - 2001
Wells Fargo Bank 1991 - 1995
Union Bank 1988 - 1991
Morgan Stanley 1985 - 1988
Skills
Sales Management, Compensation, Forecasting, Strategic Planning, Account Management, New Business Development, Business Planning, Team Building, P&L, Market Planning, Coaching, Direct Sales, Product Development, Sales Process, Key Account Management, Talent Management, Wealth Management, Mentoring, Budgeting, Executive Management, Financial Planning, Insurance, Series 7, Team Leadership, Public Speaking, Retirement Planning, Financial Management, Change Management, Problem Solving, Annuities, Financial Services
Education
Decker Communications Public Speaking University 1993 — 1993
Graduate, Public Speaking
Pepperdine University 1988 — 1990
The George L. Graziadio School of Business and Management, MBA
California State University-Fullerton 1979 — 1984
BA, Finance
FUHS
AIG February 2012 - Present
Bank Insurance and Securities Association - BISA 1991 - Present
Financial Partners Credit Union 2010 - 2011
Altura Credit Union 2004 - 2010
California Bank & Trust 2002 - 2004
JPMorgan Chase 1996 - 2001
Wells Fargo Bank 1991 - 1995
Union Bank 1988 - 1991
Morgan Stanley 1985 - 1988
Skills
Sales Management, Compensation, Forecasting, Strategic Planning, Account Management, New Business Development, Business Planning, Team Building, P&L, Market Planning, Coaching, Direct Sales, Product Development, Sales Process, Key Account Management, Talent Management, Wealth Management, Mentoring, Budgeting, Executive Management, Financial Planning, Insurance, Series 7, Team Leadership, Public Speaking, Retirement Planning, Financial Management, Change Management, Problem Solving, Annuities, Financial Services
Education
Decker Communications Public Speaking University 1993 — 1993
Graduate, Public Speaking
Pepperdine University 1988 — 1990
The George L. Graziadio School of Business and Management, MBA
California State University-Fullerton 1979 — 1984
BA, Finance
FUHS
Brandon Hoffman's Morgan Stanley Experience May 2015 - Present
Job Equity Research at Morgan Stanley, Investment Banking at JPMorgan, MBA/MPA Student at Wharton and Harvard
Industry Investment Management
Experience
Morgan Stanley May 2015 - Present
JUMP Investors February 2015 - May 2015
Robert W. Baird & Co. August 2014 - August 2014
J.P. Morgan May 2014 - August 2014
J.P. Morgan 2010 - 2013
Reborn Brilliance Productions 2004 - 2010
Wells Fargo 2006 - 2009
Education
Cypress College 2004 — 2006
Associate of Arts (A.A.), Music Theory and Composition
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Harvard University, John F. Kennedy School of Government 2014 — 2016
Master's Degree, Behavioral Economics and Global Affairs
Robert Toigo Foundation 2013 — 2015
Toigo MBA Fellowship, Finance
Management Leadership for Tomorrow (MLT) 2012 — 2013
Pre-MBA Fellowship, Finance
California State University-Fullerton 2006 — 2007
Bachelor of Business Administration (B.B.A.), Entertainment and Music Arts, Cum-laude
Morgan Stanley May 2015 - Present
JUMP Investors February 2015 - May 2015
Robert W. Baird & Co. August 2014 - August 2014
J.P. Morgan May 2014 - August 2014
J.P. Morgan 2010 - 2013
Reborn Brilliance Productions 2004 - 2010
Wells Fargo 2006 - 2009
Education
Cypress College 2004 — 2006
Associate of Arts (A.A.), Music Theory and Composition
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.), Finance
Harvard University, John F. Kennedy School of Government 2014 — 2016
Master's Degree, Behavioral Economics and Global Affairs
Robert Toigo Foundation 2013 — 2015
Toigo MBA Fellowship, Finance
Management Leadership for Tomorrow (MLT) 2012 — 2013
Pre-MBA Fellowship, Finance
California State University-Fullerton 2006 — 2007
Bachelor of Business Administration (B.B.A.), Entertainment and Music Arts, Cum-laude
sohil nader sohil nader's Morgan Stanley Experience January 2003 - January 2004
Job Clinical Radiology at Long Beach Memorial Medical Center
Industry Hospital & Health Care
Experience
Long Beach Memorial Medical Center May 2014 - Present
Costco Wholesale 2005 - Present
Costco Wholesale January 2005 - February 2013
Kaiser Permanente July 2009 - December 2012
Morgan Stanley January 2003 - January 2004
Skills
Marketing, Data Entry, PowerPoint, Training, Inventory Management, Time Management, Microsoft Office, Microsoft Excel, Receptionist Duties, Pharmaceutical Industry, Databases, Medical Records, HIPAA, Electro..., Keyboarding to 50 wpm, Technical Support, Data Management, OSHA Record Keeping, Radiology, Fluoroscopy, Customer Service, Sales, EMR, Healthcare, Leadership, Hospitals, Healthcare Management
Education
California State University-Long Beach 2013 — 2015
degree, Diagnostic Radiologic Physics Residency Program
California State University-Fullerton 2004 — 2006
Bachelor of Arts (B.A.), Social Science and Humanities
Irvine Valley College 2002 — 2004
Associate's degree
Long Beach Memorial Medical Center May 2014 - Present
Costco Wholesale 2005 - Present
Costco Wholesale January 2005 - February 2013
Kaiser Permanente July 2009 - December 2012
Morgan Stanley January 2003 - January 2004
Skills
Marketing, Data Entry, PowerPoint, Training, Inventory Management, Time Management, Microsoft Office, Microsoft Excel, Receptionist Duties, Pharmaceutical Industry, Databases, Medical Records, HIPAA, Electro..., Keyboarding to 50 wpm, Technical Support, Data Management, OSHA Record Keeping, Radiology, Fluoroscopy, Customer Service, Sales, EMR, Healthcare, Leadership, Hospitals, Healthcare Management
Education
California State University-Long Beach 2013 — 2015
degree, Diagnostic Radiologic Physics Residency Program
California State University-Fullerton 2004 — 2006
Bachelor of Arts (B.A.), Social Science and Humanities
Irvine Valley College 2002 — 2004
Associate's degree
Jack Matiossian Jack Matiossian's Morgan Stanley Experience December 1996 - August 2002
Job Agent at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance June 2002 - Present
Morgan Stanley December 1996 - August 2002
Skills
Leadership, Liability, Casualty, Commercial Insurance
Education
Pepperdine University 1995 — 1997
MBA, BUSINESS
California State University-Northridge 1990 — 1993
B.A., Psychology
new britain High school 1980 — 1984
State Farm Insurance June 2002 - Present
Morgan Stanley December 1996 - August 2002
Skills
Leadership, Liability, Casualty, Commercial Insurance
Education
Pepperdine University 1995 — 1997
MBA, BUSINESS
California State University-Northridge 1990 — 1993
B.A., Psychology
new britain High school 1980 — 1984
Keith Alm Keith Alm's Morgan Stanley Experience June 2005 - April 2006
Job Operations Manager @ Registered Investment Advisory Firm
Industry Financial Services
Experience
Registered Advisory Firm June 2009 - Present
Keith Alm Financial Support Services January 2009 - May 2009
Merrill Lynch May 2007 - December 2008
Merrill Lynch May 2006 - April 2007
Morgan Stanley June 2005 - April 2006
Chiron Corporation January 2001 - May 2005
Arthur Andersen LLP January 1993 - December 2000
Skills
Finance, Management, Portfolio Management, Financial Planning, Mutual Funds, Investments, Analysis, Wealth Management, Strategic Planning, Process Improvement
Education
California State University-Hayward - School of Business and Economics 1989 — 1992
Bachelor of Science, Business Administration/Accounting
Registered Advisory Firm June 2009 - Present
Keith Alm Financial Support Services January 2009 - May 2009
Merrill Lynch May 2007 - December 2008
Merrill Lynch May 2006 - April 2007
Morgan Stanley June 2005 - April 2006
Chiron Corporation January 2001 - May 2005
Arthur Andersen LLP January 1993 - December 2000
Skills
Finance, Management, Portfolio Management, Financial Planning, Mutual Funds, Investments, Analysis, Wealth Management, Strategic Planning, Process Improvement
Education
California State University-Hayward - School of Business and Economics 1989 — 1992
Bachelor of Science, Business Administration/Accounting
Diane Dadko Diane Dadko's Morgan Stanley Experience May 2006 - June 2008
Job Wealth Strategy Associate at UBS Financial Services
Industry Financial Services
Experience
UBS Wealth Management September 2010 - Present
Morgan Stanley May 2006 - June 2008
Morgan Stanley June 2004 - June 2006
Education
California State University-Long Beach 1993 — 1994
Master of Business Administration (M.B.A.), Business Administration and Management, General
California State University-Long Beach 1990 — 1993
Bachelor's degree, Business Administration, Management and Operations
UBS Wealth Management September 2010 - Present
Morgan Stanley May 2006 - June 2008
Morgan Stanley June 2004 - June 2006
Education
California State University-Long Beach 1993 — 1994
Master of Business Administration (M.B.A.), Business Administration and Management, General
California State University-Long Beach 1990 — 1993
Bachelor's degree, Business Administration, Management and Operations
James Kim James Kim's Morgan Stanley Experience May 2007 - June 2008
Job Assistant Vice President at Granite Loan Solutions
Industry Financial Services
Experience
Granite Loan Solutions July 2013 - Present
Granite Loan Solutions May 2012 - Present
Kondaur Capital Corporation July 2008 - May 2012
Morgan Stanley May 2007 - June 2008
AMC Mortgage Services January 2004 - May 2007
Skills
Microsoft Office, Calyx Point, Empower, Lotus Notes, MSP Advanced..., Lenstar, lexisnexis, PACER, MLS, Loans, Foreclosures, Credit, Underwriting, Portfolio Management, Investments, Investors, Investment Properties, REO, Mortgage Lending, Short Sales, Loan Servicing, Property, Real Property, Residential Homes, Real Estate Transactions, Real Estate, Real Estate Financing, Loss Mitigation, Mortgage Banking, Brokerage, Real Estate Economics, Residential Mortgages, Loan Origination, Reverse Mortgages, Asset Management, FHA, Mortgage Servicing, Appraisals, Due Diligence, Default, HUD, Loan Modifications, Refinance, Disposition, Commercial Real Estate, Mortgage Underwriting, Financial Structuring, Funding, Real Estate Development, Commercial Mortgages
Education
California State University-Long Beach 2001 — 2005
Granite Loan Solutions July 2013 - Present
Granite Loan Solutions May 2012 - Present
Kondaur Capital Corporation July 2008 - May 2012
Morgan Stanley May 2007 - June 2008
AMC Mortgage Services January 2004 - May 2007
Skills
Microsoft Office, Calyx Point, Empower, Lotus Notes, MSP Advanced..., Lenstar, lexisnexis, PACER, MLS, Loans, Foreclosures, Credit, Underwriting, Portfolio Management, Investments, Investors, Investment Properties, REO, Mortgage Lending, Short Sales, Loan Servicing, Property, Real Property, Residential Homes, Real Estate Transactions, Real Estate, Real Estate Financing, Loss Mitigation, Mortgage Banking, Brokerage, Real Estate Economics, Residential Mortgages, Loan Origination, Reverse Mortgages, Asset Management, FHA, Mortgage Servicing, Appraisals, Due Diligence, Default, HUD, Loan Modifications, Refinance, Disposition, Commercial Real Estate, Mortgage Underwriting, Financial Structuring, Funding, Real Estate Development, Commercial Mortgages
Education
California State University-Long Beach 2001 — 2005
George Ottoson George Ottoson's Morgan Stanley Experience April 1997 - 2003
Job Agent at State Farm Agent
Industry Insurance
Experience
State Farm Agent September 2011 - Present
Azusa Chamber of Commerce 2014 - 2015
state farm March 2003 - February 2011
morgan stanley April 1997 - 2003
Skills
Life Insurance, Fixed Annuities, Commercial Insurance, Insurance, Whole Life, Property & Casualty..., Disability Insurance, Term Life Insurance, Health Insurance, Retirement Planning, Long-term Care, Umbrella Insurance, Homeowners, General Insurance
Education
California State University-Fullerton
BA, Business Finance
State Farm Agent September 2011 - Present
Azusa Chamber of Commerce 2014 - 2015
state farm March 2003 - February 2011
morgan stanley April 1997 - 2003
Skills
Life Insurance, Fixed Annuities, Commercial Insurance, Insurance, Whole Life, Property & Casualty..., Disability Insurance, Term Life Insurance, Health Insurance, Retirement Planning, Long-term Care, Umbrella Insurance, Homeowners, General Insurance
Education
California State University-Fullerton
BA, Business Finance
Marvin A. Caballero, CFIRS Marvin A. Caballero, CFIRS's Morgan Stanley Experience January 2004 - November 2004
Job Senior Examiner Department of Business Oversight
Industry Banking
Experience
Department of Business Oversight March 2005 - Present
SOL Professional January 2010 - January 2012
Morgan Stanley January 2004 - November 2004
Mentoring Business Program - CSULB Long Beach August 2001 - August 2003
Skills
Financial Analysis, Portfolio Management, Financial Modeling, Banking, Investments, Credit, Credit Risk, Financial Risk, Risk Management, Asset Management, Loans, Finance, Credit Analysis, Equities, Valuation
Education
Graduate School of Banking at Colorado 2014 — 2016
Community Banking
USC/CFALA CFA Level I Review Program 2009 — 2009
Cannon Financial Institute 2007 — 2009
Fiduciary and Investment Risk Management School
California State University-Long Beach - College of Business Administration 2001 — 2003
Bachelor of Science, Finance
CFA Institute
Department of Business Oversight March 2005 - Present
SOL Professional January 2010 - January 2012
Morgan Stanley January 2004 - November 2004
Mentoring Business Program - CSULB Long Beach August 2001 - August 2003
Skills
Financial Analysis, Portfolio Management, Financial Modeling, Banking, Investments, Credit, Credit Risk, Financial Risk, Risk Management, Asset Management, Loans, Finance, Credit Analysis, Equities, Valuation
Education
Graduate School of Banking at Colorado 2014 — 2016
Community Banking
USC/CFALA CFA Level I Review Program 2009 — 2009
Cannon Financial Institute 2007 — 2009
Fiduciary and Investment Risk Management School
California State University-Long Beach - College of Business Administration 2001 — 2003
Bachelor of Science, Finance
CFA Institute
Ora Melamed, PMP Ora Melamed, PMP's Morgan Stanley Experience July 2013 - July 2014
Job Financial Services Advisory Manager at Ernst & Young
Industry Financial Services
Experience
Ernst & Young July 2014 - Present
Morgan Stanley July 2013 - July 2014
Morgan Stanley January 2010 - July 2013
PRIMUS FINANCIAL PRODUCTS 2003 - 2008
Prudential Securities 2000 - 2002
Prudential Securities 1988 - 2000
Skills
Projet Management..., Series 99, Operations..., Start-ups, Fixed Income, Derivatives, Banking, Risk Management, Portfolio Management, SDLC, Equities, Bloomberg, Bonds, Valuation, Trading, Analysis, Financial Risk, Financial Services
Education
California State University-Northridge 1977 — 1980
BS, Health Science
Microsoft class
Ernst & Young July 2014 - Present
Morgan Stanley July 2013 - July 2014
Morgan Stanley January 2010 - July 2013
PRIMUS FINANCIAL PRODUCTS 2003 - 2008
Prudential Securities 2000 - 2002
Prudential Securities 1988 - 2000
Skills
Projet Management..., Series 99, Operations..., Start-ups, Fixed Income, Derivatives, Banking, Risk Management, Portfolio Management, SDLC, Equities, Bloomberg, Bonds, Valuation, Trading, Analysis, Financial Risk, Financial Services
Education
California State University-Northridge 1977 — 1980
BS, Health Science
Microsoft class
Natalie Lerma Natalie Lerma's Morgan Stanley Experience May 2002 - May 2003
Job Women's Healthcare
Industry Medical Devices
Experience
American Medical Systems November 2011 - Present
Arrow International Teleflex Medical April 2009 - November 2011
Johnson & Johnson February 2008 - March 2009
American Greetings June 2004 - August 2007
Mass Connections June 2003 - June 2004
Morgan Stanley May 2002 - May 2003
Charles David 2002 - 2003
General Motors May 2001 - May 2002
Skills
Medical Devices, Sales Operations, Sales Management, Sales, Pharmaceutical Sales, Marketing, Customer Service, Selling, Management, Cold Calling, Advertising, Public Relations, Market Research, Healthcare, Retail, Capital Equipment, Selling Skills
Education
California State University-Long Beach - College of Business Administration 2001 — 2003
B.S., Business Administration, Marketing
Orange Coast College 1999 — 2001
AA, General Education
Los
American Medical Systems November 2011 - Present
Arrow International Teleflex Medical April 2009 - November 2011
Johnson & Johnson February 2008 - March 2009
American Greetings June 2004 - August 2007
Mass Connections June 2003 - June 2004
Morgan Stanley May 2002 - May 2003
Charles David 2002 - 2003
General Motors May 2001 - May 2002
Skills
Medical Devices, Sales Operations, Sales Management, Sales, Pharmaceutical Sales, Marketing, Customer Service, Selling, Management, Cold Calling, Advertising, Public Relations, Market Research, Healthcare, Retail, Capital Equipment, Selling Skills
Education
California State University-Long Beach - College of Business Administration 2001 — 2003
B.S., Business Administration, Marketing
Orange Coast College 1999 — 2001
AA, General Education
Los
Alex Giuffrida Alex Giuffrida's Morgan Stanley Experience June 1994 - July 2000
Job Shotover Camera Systems & Helinet Technologies
Industry Defense & Space
Experience
SHOTOVER Camera Systems 2012 - Present
Helinet Technologies January 2009 - Present
Helinet Aviation January 2009 - August 2015
Axsys Technologies April 2007 - January 2009
Helinet Aviation Services January 2002 - April 2007
Prudential Securities July 2000 - January 2002
Morgan Stanley June 1994 - July 2000
Skills
Process Improvement, Executive Management, Strategic Planning, Program Management, Systems Engineering, Succession Planning, Project Management, Contract Negotiation, Operations Management, Product Management, Cross-functional Team..., Team Leadership, Manufacturing, Change Management, Business Strategy, Start-ups, Strategy, Leadership, Product Marketing, Management, Mergers & Acquisitions, Aerospace, Aviation, Business Development, Integration, DoD, Military
Education
California State University-Northridge 1988 — 1994
Bachelor of Science (BS), Political Science and Government
El Camino Real High School 1986 — 1987
SHOTOVER Camera Systems 2012 - Present
Helinet Technologies January 2009 - Present
Helinet Aviation January 2009 - August 2015
Axsys Technologies April 2007 - January 2009
Helinet Aviation Services January 2002 - April 2007
Prudential Securities July 2000 - January 2002
Morgan Stanley June 1994 - July 2000
Skills
Process Improvement, Executive Management, Strategic Planning, Program Management, Systems Engineering, Succession Planning, Project Management, Contract Negotiation, Operations Management, Product Management, Cross-functional Team..., Team Leadership, Manufacturing, Change Management, Business Strategy, Start-ups, Strategy, Leadership, Product Marketing, Management, Mergers & Acquisitions, Aerospace, Aviation, Business Development, Integration, DoD, Military
Education
California State University-Northridge 1988 — 1994
Bachelor of Science (BS), Political Science and Government
El Camino Real High School 1986 — 1987
D. Alex Burlingame D. Alex Burlingame's Morgan Stanley Experience October 1997 - Present
Job Seattle Complex Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 1997 - Present
Education
San Marino High School
University of Puget Sound
Morgan Stanley October 1997 - Present
Education
San Marino High School
University of Puget Sound
Gabriel Anderson Gabriel Anderson's Morgan Stanley Experience November 2005 - November 2006
Job Analyst at VaynerMedia
Industry Internet
Experience
VaynerMedia July 2012 - Present
Real Solutions, Inc. April 2011 - June 2012
Revongo November 2011 - March 2012
DynastyWealth June 2005 - 2012
Morgan Stanley November 2005 - November 2006
Merrill Lynch June 2001 - November 2005
Skills
Real Estate Negotiation, Real Estate Investment, Direct Marketing, Online Marketing, Technology Integration, Short Sales, Direct Sales, Sales Management, Contract Negotiation, Raising Finance, Investment Properties, Online Advertising, Marketing, Social Media Marketing
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1998 — 2003
B.A., Finance
Concordia University-Irvine 1998 — 1999
Business Admin, Sports Management
VaynerMedia July 2012 - Present
Real Solutions, Inc. April 2011 - June 2012
Revongo November 2011 - March 2012
DynastyWealth June 2005 - 2012
Morgan Stanley November 2005 - November 2006
Merrill Lynch June 2001 - November 2005
Skills
Real Estate Negotiation, Real Estate Investment, Direct Marketing, Online Marketing, Technology Integration, Short Sales, Direct Sales, Sales Management, Contract Negotiation, Raising Finance, Investment Properties, Online Advertising, Marketing, Social Media Marketing
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1998 — 2003
B.A., Finance
Concordia University-Irvine 1998 — 1999
Business Admin, Sports Management
Alan Tores CERTIFIED FINANCIAL PLANNER® Alan Tores CERTIFIED FINANCIAL PLANNER®'s Morgan Stanley Experience January 1996 - July 2001
Job First Vice President Wealth Management at UBS
Industry Financial Services
Experience
UBS Financial Svc Inc July 2011 - Present
Wells Fargo Advisors July 2001 - July 2011
Morgan Stanley January 1996 - July 2001
Morgan Stanley January 1996 - July 2001
Education
CSUN
Bachelor of Arts (BA)
UBS Financial Svc Inc July 2011 - Present
Wells Fargo Advisors July 2001 - July 2011
Morgan Stanley January 1996 - July 2001
Morgan Stanley January 1996 - July 2001
Education
CSUN
Bachelor of Arts (BA)
Chuck Hilliard Chuck Hilliard's Morgan Stanley Experience 2006 - 2007
Job Resident Director / Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch August 2012 - Present
Merrill Lynch April 2010 - June 2012
Merrill Lynch January 2007 - April 2010
Morgan Stanley 2006 - 2007
H&R Block Financial Advisors February 2002 - January 2006
Merrill Lynch August 1996 - February 2002
Skills
Series 7, Series 63, Series 65, Series 24, CIMA, Mutual Funds, Alternative Investments, Financial Advisory, Marketing, Sales Management, Salesforce.com, Personal Financial..., Investment Strategies, Structured Investments, Investment Policy..., Series 9, Series 10, CA Life & Health..., Licensed Property &..., Sales Presentations, Institutional Sales, Wealth Management, Separately Managed..., Fixed Income, Asset Allocation, Wholesaler, Equities, Strategic Financial...
Education
California State University-Fullerton - College of Business and Economics 1992 — 1996
Bachelor of Arts (B.A.), Finance
Merrill Lynch August 2012 - Present
Merrill Lynch April 2010 - June 2012
Merrill Lynch January 2007 - April 2010
Morgan Stanley 2006 - 2007
H&R Block Financial Advisors February 2002 - January 2006
Merrill Lynch August 1996 - February 2002
Skills
Series 7, Series 63, Series 65, Series 24, CIMA, Mutual Funds, Alternative Investments, Financial Advisory, Marketing, Sales Management, Salesforce.com, Personal Financial..., Investment Strategies, Structured Investments, Investment Policy..., Series 9, Series 10, CA Life & Health..., Licensed Property &..., Sales Presentations, Institutional Sales, Wealth Management, Separately Managed..., Fixed Income, Asset Allocation, Wholesaler, Equities, Strategic Financial...
Education
California State University-Fullerton - College of Business and Economics 1992 — 1996
Bachelor of Arts (B.A.), Finance
Mike Renuart Mike Renuart's Morgan Stanley Experience 1998 - 1999
Job Regional Vice President at ForeThought Annuities
Industry Financial Services
Experience
Forethought Financial Services, Inc. March 2012 - Present
Hancock Bank October 2011 - March 2012
BIC Group, LLC May 2011 - August 2011
Genworth Financial 2010 - 2011
RiverSource 2004 - 2010
Pacific Life 1999 - 2004
Morgan Stanley 1998 - 1999
Mortgage Fax, Inc 1995 - 1998
Informative Research 1994 - 1996
IBM Corporation 1992 - 1993
Skills
Annuities, Mutual Funds, Wholesaling, Annuity, Series 24, Series 7, Series 63, Series 65, Separately Managed..., Alternative Investments, Public Speaking, Seminar Presentations, Insurance, Variable Annuities, Fixed Annuities, Financial Services, Investments, Wholesale, Financial Advisory, Retirement Planning, Retirement, Wealth Management, Asset Allocation
Education
California State University-Fullerton 1991 — 1994
Computer Science Program
Oxnard College 1988 — 1990
Liberal Arts
Forethought Financial Services, Inc. March 2012 - Present
Hancock Bank October 2011 - March 2012
BIC Group, LLC May 2011 - August 2011
Genworth Financial 2010 - 2011
RiverSource 2004 - 2010
Pacific Life 1999 - 2004
Morgan Stanley 1998 - 1999
Mortgage Fax, Inc 1995 - 1998
Informative Research 1994 - 1996
IBM Corporation 1992 - 1993
Skills
Annuities, Mutual Funds, Wholesaling, Annuity, Series 24, Series 7, Series 63, Series 65, Separately Managed..., Alternative Investments, Public Speaking, Seminar Presentations, Insurance, Variable Annuities, Fixed Annuities, Financial Services, Investments, Wholesale, Financial Advisory, Retirement Planning, Retirement, Wealth Management, Asset Allocation
Education
California State University-Fullerton 1991 — 1994
Computer Science Program
Oxnard College 1988 — 1990
Liberal Arts
Glenn Sage Glenn Sage's Morgan Stanley Experience 1989 - 2009
Job Senior Vice President Weath Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. 2009 - Present
Morgan Stanley 1989 - 2009
Skills
Investments, Series 7, Series 63, Retirement Planning, Asset Allocation, Mutual Funds, Alternative Investments, Investment Strategies, Asset Management, Portfolio Management, Wealth Management, Financial Analysis
Education
California State University-Northridge 1983 — 1985
BS, Real Estate & Finance
San Diego State University-California State University 1980 — 1983
Finance
UBS Financial Services, Inc. 2009 - Present
Morgan Stanley 1989 - 2009
Skills
Investments, Series 7, Series 63, Retirement Planning, Asset Allocation, Mutual Funds, Alternative Investments, Investment Strategies, Asset Management, Portfolio Management, Wealth Management, Financial Analysis
Education
California State University-Northridge 1983 — 1985
BS, Real Estate & Finance
San Diego State University-California State University 1980 — 1983
Finance
Kristen Francisco, PHR Kristen Francisco, PHR's Morgan Stanley Experience January 2015 - Present
Job HR Generalist at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley January 2013 - December 2014
Morgan Stanley June 2011 - December 2012
SAIC April 2007 - June 2011
SAIC June 2004 - January 2007
Wells Fargo Bank August 2000 - November 2005
Skills
Employee Relations, Human Resources, Employee Benefits, New Hire Orientations, Personnel Management, Deferred Compensation, Talent Acquisition, Management, Training, HRIS, Technical Recruiting, Talent Management, Onboarding, Temporary Placement, Succession Planning, Recruiting, Performance Management, Applicant Tracking..., HR Policies, Interviews, PeopleSoft, Workforce Planning, College Recruiting, Policy, Employee Engagement, Internet Recruiting, Benefits Negotiation, Taleo, Benefits Administration
Education
California State University-Long Beach 2000 — 2005
Bachelor of Science, Business Administration; Human Resource Management
Morgan Stanley January 2015 - Present
Morgan Stanley January 2013 - December 2014
Morgan Stanley June 2011 - December 2012
SAIC April 2007 - June 2011
SAIC June 2004 - January 2007
Wells Fargo Bank August 2000 - November 2005
Skills
Employee Relations, Human Resources, Employee Benefits, New Hire Orientations, Personnel Management, Deferred Compensation, Talent Acquisition, Management, Training, HRIS, Technical Recruiting, Talent Management, Onboarding, Temporary Placement, Succession Planning, Recruiting, Performance Management, Applicant Tracking..., HR Policies, Interviews, PeopleSoft, Workforce Planning, College Recruiting, Policy, Employee Engagement, Internet Recruiting, Benefits Negotiation, Taleo, Benefits Administration
Education
California State University-Long Beach 2000 — 2005
Bachelor of Science, Business Administration; Human Resource Management
Donald Dalesandro Donald Dalesandro's Morgan Stanley Experience 1983 - 2005
Job Investment Advisor Representative at ACAS, Registered Investment Advisor
Industry Financial Services
Experience
ACAS, Registered Investment Advisor July 2014 - Present
Advanced Practice Advisors, LLC, RIA November 2010 - July 2014
Ameriprise Financial Services, Inc. 2007 - November 2010
Mother Goose Parade Association 2007 - 2010
A.G. Edwards 2005 - 2007
Morgan Stanley 1983 - 2005
Sentra Securities 1981 - 1983
Clayton Brokerage 1980 - 1981
Various Television Shows: Films; Commercials 1973 - 1981
Skills
Mutual Funds, Securities, Asset Management, Strategic Financial..., Wealth Management, Series 7, Retirement Planning, Acting, Investment Advisory, Finance, Equities, Portfolio Management, Investments, Mergers & Acquisitions, ETFs, Asset Allocation, Series 63, Uniform Combined State..., Valuation
Education
Charles Conrad 1974 — 1979
film actors workshop 1973 — 1979
Acting
Film Actors Workshop @Warner Brothers Studio 1972 — 1973
Acting
U.S. Army 1969 — 1971
Weapons Training;
California State University-Fullerton 1967 — 1969
Theatre Acting Directing Influence
MiraCosta College 1965 — 1967
aa, Theatre
Oceanside High School 1963 — 1965
Diploma, General Ed
Universtisy High School 1962 — 1963
General Ed
Loyola High School 1960 — 1961
General Ed
St Raphaels 1952 — 1960
ACAS, Registered Investment Advisor July 2014 - Present
Advanced Practice Advisors, LLC, RIA November 2010 - July 2014
Ameriprise Financial Services, Inc. 2007 - November 2010
Mother Goose Parade Association 2007 - 2010
A.G. Edwards 2005 - 2007
Morgan Stanley 1983 - 2005
Sentra Securities 1981 - 1983
Clayton Brokerage 1980 - 1981
Various Television Shows: Films; Commercials 1973 - 1981
Skills
Mutual Funds, Securities, Asset Management, Strategic Financial..., Wealth Management, Series 7, Retirement Planning, Acting, Investment Advisory, Finance, Equities, Portfolio Management, Investments, Mergers & Acquisitions, ETFs, Asset Allocation, Series 63, Uniform Combined State..., Valuation
Education
Charles Conrad 1974 — 1979
film actors workshop 1973 — 1979
Acting
Film Actors Workshop @Warner Brothers Studio 1972 — 1973
Acting
U.S. Army 1969 — 1971
Weapons Training;
California State University-Fullerton 1967 — 1969
Theatre Acting Directing Influence
MiraCosta College 1965 — 1967
aa, Theatre
Oceanside High School 1963 — 1965
Diploma, General Ed
Universtisy High School 1962 — 1963
General Ed
Loyola High School 1960 — 1961
General Ed
St Raphaels 1952 — 1960
Kristy Grauer Kristy Grauer's Morgan Stanley Experience March 2011 - February 2013
Job Transition Consultant at NFP
Industry Financial Services
Experience
NFP October 2014 - Present
Washington Wealth Management February 2013 - October 2014
Morgan Stanley March 2011 - February 2013
Morgan Stanley May 2008 - March 2011
Skills
Strategic Financial..., Series 7, Wealth Management, Mutual Funds, Asset Management, Investments, Portfolio Management, Retirement Planning, Securities, Alternative Investments, Investment Advisory, Bloomberg, Asset Allocation, 401k, Equities, Investment Strategies, Series 63
Education
California State University-Fullerton 1999 — 2001
Bachelor's degree, Communications
Citrus College 1996 — 1999
Associate's Degree, Language Arts
NFP October 2014 - Present
Washington Wealth Management February 2013 - October 2014
Morgan Stanley March 2011 - February 2013
Morgan Stanley May 2008 - March 2011
Skills
Strategic Financial..., Series 7, Wealth Management, Mutual Funds, Asset Management, Investments, Portfolio Management, Retirement Planning, Securities, Alternative Investments, Investment Advisory, Bloomberg, Asset Allocation, 401k, Equities, Investment Strategies, Series 63
Education
California State University-Fullerton 1999 — 2001
Bachelor's degree, Communications
Citrus College 1996 — 1999
Associate's Degree, Language Arts
Omar Nicola's Morgan Stanley Experience January 2006 - June 2007
Job Founder & President at Kixer, Inc.
Industry Online Media
Experience
Kixer, Inc. January 2014 - Present
Woven Digital November 2013 - January 2014
Evolve Media, LLC November 2011 - November 2013
Mojiva May 2011 - November 2011
MySpace Music July 2009 - May 2011
Gorilla Nation Media February 2008 - July 2009
Music.com June 2007 - February 2008
Morgan Stanley January 2006 - June 2007
ICON Line Inc. March 2003 - March 2005
Skills
Licensing, Online Advertising, Due Diligence, Digital Strategy, Sponsorship, Video, DoubleClick, Mobile Advertising, Digital Marketing, Rich Media, Strategic Partnerships, Mobile Devices, SEO, Business Strategy, Integration, Product Management, Business Analysis, Publishing, Sales, Analysis, Web Analytics, Affiliate Marketing, Media Buying, Product Marketing, Web Video, Management, E-commerce, New Business Development, Negotiation, Integrated Marketing, Sales Operations, Monetization, Corporate Development, comScore, Ad Networks, Start-ups, Social Media Marketing, Mobile Marketing, Project Management, Social Networking, Competitive Analysis, Program Management, Online Marketing, SEM, Google Analytics, Business Development, Partner Management, Analytics, Finance
Education
California State University-Northridge
BA, Economics
Kixer, Inc. January 2014 - Present
Woven Digital November 2013 - January 2014
Evolve Media, LLC November 2011 - November 2013
Mojiva May 2011 - November 2011
MySpace Music July 2009 - May 2011
Gorilla Nation Media February 2008 - July 2009
Music.com June 2007 - February 2008
Morgan Stanley January 2006 - June 2007
ICON Line Inc. March 2003 - March 2005
Skills
Licensing, Online Advertising, Due Diligence, Digital Strategy, Sponsorship, Video, DoubleClick, Mobile Advertising, Digital Marketing, Rich Media, Strategic Partnerships, Mobile Devices, SEO, Business Strategy, Integration, Product Management, Business Analysis, Publishing, Sales, Analysis, Web Analytics, Affiliate Marketing, Media Buying, Product Marketing, Web Video, Management, E-commerce, New Business Development, Negotiation, Integrated Marketing, Sales Operations, Monetization, Corporate Development, comScore, Ad Networks, Start-ups, Social Media Marketing, Mobile Marketing, Project Management, Social Networking, Competitive Analysis, Program Management, Online Marketing, SEM, Google Analytics, Business Development, Partner Management, Analytics, Finance
Education
California State University-Northridge
BA, Economics
Sean Latimer Sean Latimer's Morgan Stanley Experience September 2015 - Present
Job Club Manager at 24 Hour Fitness
Industry Health, Wellness and Fitness
Experience
Morgan Stanley September 2015 - Present
24 Hour Fitness August 2014 - Present
24 Hour Fitness September 2013 - July 2014
24 Hour Fitness August 2012 - August 2013
24 Hour Fitness July 2009 - August 2012
24 Hour Fitness April 2006 - June 2009
Skills
Leadership, Public Speaking, Coaching, Sales, Marketing, Customer Service, Team Building, Management, Time Management, Team Leadership
Education
California State University-Fullerton 2015 — 2016
Bachelor of Business Administration (BBA), Economics
Diablo Valley College 2012 — 2015
Business Administration and Management, General
Morgan Stanley September 2015 - Present
24 Hour Fitness August 2014 - Present
24 Hour Fitness September 2013 - July 2014
24 Hour Fitness August 2012 - August 2013
24 Hour Fitness July 2009 - August 2012
24 Hour Fitness April 2006 - June 2009
Skills
Leadership, Public Speaking, Coaching, Sales, Marketing, Customer Service, Team Building, Management, Time Management, Team Leadership
Education
California State University-Fullerton 2015 — 2016
Bachelor of Business Administration (BBA), Economics
Diablo Valley College 2012 — 2015
Business Administration and Management, General
Jeffery Thomas Jeffery Thomas's Morgan Stanley Experience January 2006 - June 2008
Job Investment Management Executive / Represent Asset Managers That Build Wealth And Generate Long TermResults
Industry Financial Services
Experience
Mutual Advisors, LLC October 2013 - Present
Municipal Water District of Orange County 2009 - Present
Sunwest Bank 2009 - Present
HGK Asset Management, Inc. August 2011 - March 2014
Sage Advisory Services June 2008 - June 2011
Morgan Stanley January 2006 - June 2008
Tustin City Council April 1992 - November 2004
Morgan Stanley August 1989 - August 2001
Skills
Institutional, Business Development, Channel Management, Fixed Income, Equities, New Business Development, ETFs, Alternative Investments, Relationship Management, Financial Services, Strategy, Asset Allocation, Investments, Series 24, Portfolio Management, Banking, Separately Managed..., Hedge Funds, Leadership, Retirement Planning, FINRA, Wealth Management, Insurance, Investment Advisory, High Net Worth..., Bonds, Management, Marketing, Uniform Combined State..., Program Management, Asset Management, Investment Management, Business Strategy, Mutual Funds, Series 63, Securities, Channel Partners, Financial Analysis, Series 7, Investment Strategies, Financial Advisory, Series 65, Trading, Capital Markets, Bloomberg, 401k, Series 6, Wealth Management..., Retirement, Fund Of Funds
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Political Science and Government
Western State University College of Law
Doctor of Law (J.D.), Law
Mutual Advisors, LLC October 2013 - Present
Municipal Water District of Orange County 2009 - Present
Sunwest Bank 2009 - Present
HGK Asset Management, Inc. August 2011 - March 2014
Sage Advisory Services June 2008 - June 2011
Morgan Stanley January 2006 - June 2008
Tustin City Council April 1992 - November 2004
Morgan Stanley August 1989 - August 2001
Skills
Institutional, Business Development, Channel Management, Fixed Income, Equities, New Business Development, ETFs, Alternative Investments, Relationship Management, Financial Services, Strategy, Asset Allocation, Investments, Series 24, Portfolio Management, Banking, Separately Managed..., Hedge Funds, Leadership, Retirement Planning, FINRA, Wealth Management, Insurance, Investment Advisory, High Net Worth..., Bonds, Management, Marketing, Uniform Combined State..., Program Management, Asset Management, Investment Management, Business Strategy, Mutual Funds, Series 63, Securities, Channel Partners, Financial Analysis, Series 7, Investment Strategies, Financial Advisory, Series 65, Trading, Capital Markets, Bloomberg, 401k, Series 6, Wealth Management..., Retirement, Fund Of Funds
Education
California State University-Fullerton
Bachelor of Arts (B.A.), Political Science and Government
Western State University College of Law
Doctor of Law (J.D.), Law
Michelle Pantoja-Hooley, MSW, ASW Michelle Pantoja-Hooley, MSW, ASW's Morgan Stanley Experience 1990 - 1993
Job Mental Health Clinician at HathawaySycamores Child & Families Services
Industry Individual & Family Services
Experience
Hathaway-Sycamores Child & Family Services May 2015 - Present
International Institute of Los Angeles January 2015 - Present
Mental Health Advocacy Services September 2014 - January 2015
Hathaway-Sycamores Child & Family Services September 2013 - June 2014
Saint Mark's School September 2006 - June 2013
Morgan Stanley 1990 - 1993
Skills
Working with Children, Working with Families, Mental Health Counseling, Special Education, Motivational..., Child Welfare, Child Abuse Prevention, Community Outreach, Mental Health, Social Services, Crisis Intervention, Case Management, Parenting Skills..., Child Development, Social Work, Teaching, Adolescents, Education, Harm Reduction, Nonprofits, Program Evaluation, Public Speaking, Program Development, Therapists, Fundraising, Research, Event Planning, Psychotherapy, Group Therapy, Grant Writing, CBT, Interventions, Behavioral Health, Mindfulness, Microsoft Office, Problem Solving, Collaborative Problem..., Social Media, PowerPoint, Higher Education, Curriculum Design
Education
University of Southern California 2014 — 2015
Master of Social Work (MSW), Families and Children/Public Child Welfare
California State University-Los Angeles 2010 — 2014
Bachelor of Social Work (BSW), Children and Families
Hathaway-Sycamores Child & Family Services May 2015 - Present
International Institute of Los Angeles January 2015 - Present
Mental Health Advocacy Services September 2014 - January 2015
Hathaway-Sycamores Child & Family Services September 2013 - June 2014
Saint Mark's School September 2006 - June 2013
Morgan Stanley 1990 - 1993
Skills
Working with Children, Working with Families, Mental Health Counseling, Special Education, Motivational..., Child Welfare, Child Abuse Prevention, Community Outreach, Mental Health, Social Services, Crisis Intervention, Case Management, Parenting Skills..., Child Development, Social Work, Teaching, Adolescents, Education, Harm Reduction, Nonprofits, Program Evaluation, Public Speaking, Program Development, Therapists, Fundraising, Research, Event Planning, Psychotherapy, Group Therapy, Grant Writing, CBT, Interventions, Behavioral Health, Mindfulness, Microsoft Office, Problem Solving, Collaborative Problem..., Social Media, PowerPoint, Higher Education, Curriculum Design
Education
University of Southern California 2014 — 2015
Master of Social Work (MSW), Families and Children/Public Child Welfare
California State University-Los Angeles 2010 — 2014
Bachelor of Social Work (BSW), Children and Families
Erik Oberhammer's Morgan Stanley Experience June 2014 - May 2015
Job Financial Analyst at Nestlé Corporate HQ
Industry Financial Services
Experience
Nestlé September 2015 - Present
Morgan Stanley June 2014 - May 2015
CalFirst National Bancorp April 2014 - June 2014
Wells Fargo Advisors November 2013 - March 2014
Vision Care Medical Group May 2007 - November 2009
Skills
Dynamic Forecasting, Financial Modeling, SAP, Essbase, Valuation, Budget Forecasts, Ad Hoc Reporting, MS Excel Pivot Tables, Data Analysis, Financial Analysis, Banking, Project Management, Strategic Planning, Business Analysis, Target Costing, Performance Reporting
Education
California State University-Long Beach 2010 — 2013
Bachelor of Science (BS), Finance and Analytics
St. Francis High School (La Cañada) 2004 — 2008
Scholar Student Athlete
Nestlé September 2015 - Present
Morgan Stanley June 2014 - May 2015
CalFirst National Bancorp April 2014 - June 2014
Wells Fargo Advisors November 2013 - March 2014
Vision Care Medical Group May 2007 - November 2009
Skills
Dynamic Forecasting, Financial Modeling, SAP, Essbase, Valuation, Budget Forecasts, Ad Hoc Reporting, MS Excel Pivot Tables, Data Analysis, Financial Analysis, Banking, Project Management, Strategic Planning, Business Analysis, Target Costing, Performance Reporting
Education
California State University-Long Beach 2010 — 2013
Bachelor of Science (BS), Finance and Analytics
St. Francis High School (La Cañada) 2004 — 2008
Scholar Student Athlete
Natalie Rose Bueno Natalie Rose Bueno's Morgan Stanley Experience June 2011 - June 2012
Job Financial Services Professional
Industry Financial Services
Experience
National Notary Association May 2013 - Present
Morgan Stanley Private Wealth Management August 2012 - June 2015
Morgan Stanley June 2011 - June 2012
Avago-LSI December 2007 - June 2011
California State University, Fullerton May 2008 - May 2011
MassMutual Financial Group 2010 - 2010
Skills
Leadership, Microsoft Excel, Customer Service, Time Management, PowerPoint, Event Planning, Notary Public, Recruiting, Access, Human Resources, Management, Employee Relations, Finance, Sales, Market Research, Outlook, Teamwork, Employee Benefits, Data Analysis, Training, Analysis
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor's Degree, Business Administration
Saint Joseph High School
High School Diploma
National Notary Association May 2013 - Present
Morgan Stanley Private Wealth Management August 2012 - June 2015
Morgan Stanley June 2011 - June 2012
Avago-LSI December 2007 - June 2011
California State University, Fullerton May 2008 - May 2011
MassMutual Financial Group 2010 - 2010
Skills
Leadership, Microsoft Excel, Customer Service, Time Management, PowerPoint, Event Planning, Notary Public, Recruiting, Access, Human Resources, Management, Employee Relations, Finance, Sales, Market Research, Outlook, Teamwork, Employee Benefits, Data Analysis, Training, Analysis
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor's Degree, Business Administration
Saint Joseph High School
High School Diploma
Jack A. Aleksanyan's Morgan Stanley Experience February 2013 - May 2014
Job Consultant at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton June 2014 - Present
Morgan Stanley February 2013 - May 2014
UBS Financial Services Inc. July 2012 - January 2013
UBS Financial Services Inc. August 2010 - June 2012
Skills
Asset Allocation, Bloomberg, Financial Modeling, Valuation, Analysis, Investment Strategies, Portfolio Management, Asset Management, Management, Financial Reporting, Accounting, Data Analysis, Entrepreneurship, Business Strategy, Management Consulting, Process Improvement, Project Management
Education
Indiana University - Kelley School of Business 2014 — 2016
Business Analytics Graduate Program, GPA 3.5/4.0
California State University-Long Beach 2008 — 2012
Bachelor of Science (B.S.), Finance
Booz Allen Hamilton June 2014 - Present
Morgan Stanley February 2013 - May 2014
UBS Financial Services Inc. July 2012 - January 2013
UBS Financial Services Inc. August 2010 - June 2012
Skills
Asset Allocation, Bloomberg, Financial Modeling, Valuation, Analysis, Investment Strategies, Portfolio Management, Asset Management, Management, Financial Reporting, Accounting, Data Analysis, Entrepreneurship, Business Strategy, Management Consulting, Process Improvement, Project Management
Education
Indiana University - Kelley School of Business 2014 — 2016
Business Analytics Graduate Program, GPA 3.5/4.0
California State University-Long Beach 2008 — 2012
Bachelor of Science (B.S.), Finance
Gerrit Burki Gerrit Burki's Morgan Stanley Experience February 1997 - December 2002
Job Accounting Manager at PAR Eletrical Contractors
Industry Electrical/Electronic Manufacturing
Experience
PAR Electrical Contractors July 2011 - Present
BC GANT, Inc. December 2009 - October 2011
BDR Management March 2005 - December 2009
Elite Team Realty & Investments March 2005 - September 2007
KL Financial Group January 2003 - February 2005
Morgan Stanley February 1997 - December 2002
Education
Keller Graduate School of Management of DeVry University 2014 — 2017
Master's degree, Accounting and Financial Management
California State University-Fullerton, Mihaylo College of Business and Economics 1992 — 1996
Finance
PAR Electrical Contractors July 2011 - Present
BC GANT, Inc. December 2009 - October 2011
BDR Management March 2005 - December 2009
Elite Team Realty & Investments March 2005 - September 2007
KL Financial Group January 2003 - February 2005
Morgan Stanley February 1997 - December 2002
Education
Keller Graduate School of Management of DeVry University 2014 — 2017
Master's degree, Accounting and Financial Management
California State University-Fullerton, Mihaylo College of Business and Economics 1992 — 1996
Finance
Debra Kallas Debra Kallas's Morgan Stanley Experience February 2000 - November 2003
Job Assistant to the Superintendent at San Marino Unified School District
Industry Education Management
Experience
San Marino Unified School District 2003 - Present
Morgan Stanley February 2000 - November 2003
Bank of America September 1990 - February 2000
Skills
Executive Office..., Clerical Skills, People-oriented, Customer Service, Office Management, Travel Arrangements, Microsoft Word, Microsoft Office
Education
California State University-Northridge 1987 — 1990
Bachelor's of Science, Business Administration - Marketing
San Marino Unified School District 2003 - Present
Morgan Stanley February 2000 - November 2003
Bank of America September 1990 - February 2000
Skills
Executive Office..., Clerical Skills, People-oriented, Customer Service, Office Management, Travel Arrangements, Microsoft Word, Microsoft Office
Education
California State University-Northridge 1987 — 1990
Bachelor's of Science, Business Administration - Marketing
Francesca Cortazar's Morgan Stanley Experience June 2014 - August 2014
Job Credit Risk Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
The Walt Disney Company January 2015 - May 2015
CSUF Endowment Fund (Applied Security Analysis Program) May 2014 - May 2015
Pacific Life May 2014 - September 2014
Morgan Stanley June 2014 - August 2014
Bank of America April 2013 - April 2014
Skills
Equity Research Analysis, Portfolio Management, Finance, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Teamwork, Investments, Research, Risk Management, Financial Analysis, Leadership, Management
Education
California State University-Fullerton
Bachelor's Degree, Business Administration - Finance
Goldman Sachs July 2015 - Present
The Walt Disney Company January 2015 - May 2015
CSUF Endowment Fund (Applied Security Analysis Program) May 2014 - May 2015
Pacific Life May 2014 - September 2014
Morgan Stanley June 2014 - August 2014
Bank of America April 2013 - April 2014
Skills
Equity Research Analysis, Portfolio Management, Finance, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Teamwork, Investments, Research, Risk Management, Financial Analysis, Leadership, Management
Education
California State University-Fullerton
Bachelor's Degree, Business Administration - Finance
Stephen Meli, CRPC®'s Morgan Stanley Experience March 2001 - September 2004
Job Financial Advisor | Managing Principal at Wells Fargo Advisors Financial Network,LLC Westlake Private Wealth Management
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC- Westlake Private Wealth Management September 2012 - Present
Bank of America Merrill Lynch September 2004 - September 2012
Morgan Stanley March 2001 - September 2004
Skills
Investments, Mutual Funds, Financial Services, Asset Allocation, Investment Strategies, Retirement Planning, Loans
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
Master of Business Administration (MBA), Business
California State University-Northridge 1987 — 1992
Bachelor of Arts (BA), Radio-Television-Broadcasting
Wells Fargo Advisors Financial Network, LLC- Westlake Private Wealth Management September 2012 - Present
Bank of America Merrill Lynch September 2004 - September 2012
Morgan Stanley March 2001 - September 2004
Skills
Investments, Mutual Funds, Financial Services, Asset Allocation, Investment Strategies, Retirement Planning, Loans
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1998 — 2000
Master of Business Administration (MBA), Business
California State University-Northridge 1987 — 1992
Bachelor of Arts (BA), Radio-Television-Broadcasting
Ed Rockower Ed Rockower's Morgan Stanley Experience 1987 - 1996
Job Management Consultant
Industry Management Consulting
Experience
Ed Rockower Management Consultant March 1996 - Present
Morgan Stanley 1987 - 1996
Monaco Coach Corporation 1985 - 1986
Alpha Healthcare, Inc 1984 - 1985
Pape' Group 1980 - 1984
Distribuco, Inc. 1978 - 1980
Briggs Andrew Pope and Company 1974 - 1977
Pannell Kerr Forster international CPA firm 1970 - 1974
Skills
Mergers & Acquisitions, Strategic Planning, Corporate Finance, Negotiation, Financial Accounting, Financial Analysis, Budgets, Risk Management, Customer Service, Bankruptcy, Receivers
Education
Previous licenses held NASD securities series 7 and life insurance 1987 — 1996
Certified Public Accountant Oregon (Retired) 1977 — 1987
Certified Public Accountant California (Retired) 1973 — 1987
California State University-Northridge 1967 — 1970
Bachelor of Applied Science (BASc), Accounting and Business/Management
Ed Rockower Management Consultant March 1996 - Present
Morgan Stanley 1987 - 1996
Monaco Coach Corporation 1985 - 1986
Alpha Healthcare, Inc 1984 - 1985
Pape' Group 1980 - 1984
Distribuco, Inc. 1978 - 1980
Briggs Andrew Pope and Company 1974 - 1977
Pannell Kerr Forster international CPA firm 1970 - 1974
Skills
Mergers & Acquisitions, Strategic Planning, Corporate Finance, Negotiation, Financial Accounting, Financial Analysis, Budgets, Risk Management, Customer Service, Bankruptcy, Receivers
Education
Previous licenses held NASD securities series 7 and life insurance 1987 — 1996
Certified Public Accountant Oregon (Retired) 1977 — 1987
Certified Public Accountant California (Retired) 1973 — 1987
California State University-Northridge 1967 — 1970
Bachelor of Applied Science (BASc), Accounting and Business/Management
Curtis W. Faulkner Curtis W. Faulkner's Morgan Stanley Experience October 1985 - February 2009
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management February 2009 - Present
Morgan Stanley October 1985 - February 2009
Education
The American College 2005 — 2005
Estate Planning Consultant Certification
University of Pennsylvania - The Wharton School 1996 — 2000
Advanced Financial Adviser studies in Economics
Humboldt State University 1977 — 1980
Bachelor of Arts (B.A.), Education
California State University-Hayward - School of Business and Economics 1975 — 1977
Education
RBC Wealth Management February 2009 - Present
Morgan Stanley October 1985 - February 2009
Education
The American College 2005 — 2005
Estate Planning Consultant Certification
University of Pennsylvania - The Wharton School 1996 — 2000
Advanced Financial Adviser studies in Economics
Humboldt State University 1977 — 1980
Bachelor of Arts (B.A.), Education
California State University-Hayward - School of Business and Economics 1975 — 1977
Education
Samuel Galatioto Samuel Galatioto's Morgan Stanley Experience March 2010 - April 2012
Job Registered Representative at LifeMark Securities Corp
Industry Financial Services
Experience
OC Financial Group, LLC August 2012 - Present
LifeMark Securities Corp August 2012 - Present
Morgan Stanley March 2010 - April 2012
Merrill Lynch April 2005 - March 2010
Terry L. Jones Financial & Insurance Services October 2002 - April 2005
Skills
Series 7, Alternative Investments, Retirement Planning, Series 63, Finance, Wealth Management, Asset Allocation, Strategic Financial..., Management, Investments, Retirement, Risk Management, Portfolio Management, Financial Services, Investment Advisory, Mutual Funds, Financial Planning, Asset Management, Mortgage Lending, Fixed Income, Equities, Investment Strategies, Series 66, Bonds, Hedge Funds, Private Equity, Managed Futures, REIT, ETFs, CEF, Options, IPO, Life Insurance, Long Term Care Insurance, Variable Annuities, Fixed Annuities, Margin, Portfolio Lending, Structured Products, Fee Based Platforms, Real Estate Sales, Life Agents, Business Sales, Variable Contracts, Mortgages
Education
California State University-Long Beach 2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
El Camino College 1997 — 1999
Associate of Science (A.S.), Business/Managerial Economics
El Segundo High School 1993 — 1997
OC Financial Group, LLC August 2012 - Present
LifeMark Securities Corp August 2012 - Present
Morgan Stanley March 2010 - April 2012
Merrill Lynch April 2005 - March 2010
Terry L. Jones Financial & Insurance Services October 2002 - April 2005
Skills
Series 7, Alternative Investments, Retirement Planning, Series 63, Finance, Wealth Management, Asset Allocation, Strategic Financial..., Management, Investments, Retirement, Risk Management, Portfolio Management, Financial Services, Investment Advisory, Mutual Funds, Financial Planning, Asset Management, Mortgage Lending, Fixed Income, Equities, Investment Strategies, Series 66, Bonds, Hedge Funds, Private Equity, Managed Futures, REIT, ETFs, CEF, Options, IPO, Life Insurance, Long Term Care Insurance, Variable Annuities, Fixed Annuities, Margin, Portfolio Lending, Structured Products, Fee Based Platforms, Real Estate Sales, Life Agents, Business Sales, Variable Contracts, Mortgages
Education
California State University-Long Beach 2000 — 2002
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
El Camino College 1997 — 1999
Associate of Science (A.S.), Business/Managerial Economics
El Segundo High School 1993 — 1997
Jace Beck Jace Beck's Morgan Stanley Experience April 1990 - September 2003
Job Financial Consultant at Wealth Management Strategies
Industry Financial Services
Experience
Wealth Management Strategies October 2003 - Present
Morgan Stanley April 1990 - September 2003
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Pensions, New Business Development, Account Management, Life Insurance Planning, Long-Term Care Planning..., Investment Planning
Education
California State University-Fullerton 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance & Marketing
Wealth Management Strategies October 2003 - Present
Morgan Stanley April 1990 - September 2003
Skills
Strategic Financial..., Retirement Planning, Wealth Management, Pensions, New Business Development, Account Management, Life Insurance Planning, Long-Term Care Planning..., Investment Planning
Education
California State University-Fullerton 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance & Marketing
Christen Anne Brown, CPA's Morgan Stanley Experience 1998 - 2002
Job MultiCredentialed, ProcessDriven CPA & Tax Manager
Industry Accounting
Experience
Christen Brown, CPA January 2008 - Present
US Army August 2001 - Present
Morris & D'Angelo CPAs January 2012 - November 2013
California Earthquake Authority February 2010 - January 2012
Marc Ecko Enterprises February 2002 - August 2003
Morgan Stanley 1998 - 2002
Skills
Financial Reporting, Budgets, Process Improvement, Training, Accounting, Financial Analysis, Strategic Financial..., Managerial Finance, Insurance, Financial Modeling, QuickBooks, Finance, Financial Accounting, Cash Flow, Financial Statements, Access, Investments, Microsoft Excel, Risk Management, Financial Planners
Education
San Jose State University 2013 — 2014
Master of Science, Taxation, International Business, Trade, and Tax Law
University of Phoenix 2003 — 2005
MBA, Global Finance
CSU Sacramento 1999 — 2000
BA, Economics
CSU Sacramento 1997 — 2000
BS, Finance
St. Francis High School
Christen Brown, CPA January 2008 - Present
US Army August 2001 - Present
Morris & D'Angelo CPAs January 2012 - November 2013
California Earthquake Authority February 2010 - January 2012
Marc Ecko Enterprises February 2002 - August 2003
Morgan Stanley 1998 - 2002
Skills
Financial Reporting, Budgets, Process Improvement, Training, Accounting, Financial Analysis, Strategic Financial..., Managerial Finance, Insurance, Financial Modeling, QuickBooks, Finance, Financial Accounting, Cash Flow, Financial Statements, Access, Investments, Microsoft Excel, Risk Management, Financial Planners
Education
San Jose State University 2013 — 2014
Master of Science, Taxation, International Business, Trade, and Tax Law
University of Phoenix 2003 — 2005
MBA, Global Finance
CSU Sacramento 1999 — 2000
BA, Economics
CSU Sacramento 1997 — 2000
BS, Finance
St. Francis High School
Serena Whitcomb Serena Whitcomb's Morgan Stanley Experience November 2003 - October 2004
Job Executive Assistant/Sales & Marketing
Industry Hospital & Health Care
Experience
VSolvit March 2015 - Present
Ventura Townehouse September 2012 - March 2015
Ojai Valley Chamber of Commerce 2010 - 2012
CH Special Events January 2009 - 2012
St. Joseph's Health and Retirement Center December 2009 - January 2011
St. Josephs Health and Retirement Center 2009 - 2010
Palms Imaging Center 2005 - 2005
Morgan Stanley November 2003 - October 2004
Sinus Pharmaceuticals January 2003 - October 2003
GlaxoSmithKline Pharmaceuticals 2002 - 2003
Skills
Leadership, Customer Service, Event Management, Management, Marketing, Sales, Fundraising, Social Networking, Event Planning, Project Planning, Selling, Hospitality, Budgets, Social Media Marketing
Education
California State University-Northridge 1999 — 2002
Bachelors, Business Admininstration
VSolvit March 2015 - Present
Ventura Townehouse September 2012 - March 2015
Ojai Valley Chamber of Commerce 2010 - 2012
CH Special Events January 2009 - 2012
St. Joseph's Health and Retirement Center December 2009 - January 2011
St. Josephs Health and Retirement Center 2009 - 2010
Palms Imaging Center 2005 - 2005
Morgan Stanley November 2003 - October 2004
Sinus Pharmaceuticals January 2003 - October 2003
GlaxoSmithKline Pharmaceuticals 2002 - 2003
Skills
Leadership, Customer Service, Event Management, Management, Marketing, Sales, Fundraising, Social Networking, Event Planning, Project Planning, Selling, Hospitality, Budgets, Social Media Marketing
Education
California State University-Northridge 1999 — 2002
Bachelors, Business Admininstration
Gary S. Rosenberg, CFP® Gary S. Rosenberg, CFP®'s Morgan Stanley Experience March 1984 - December 2008
Job First Vice President Wealth Management
Industry Financial Services
Experience
UBS December 2008 - Present
UBS Financial Services Inc. December 2008 - Present
Morgan Stanley March 1984 - December 2008
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Business, Finance, Economics
UBS December 2008 - Present
UBS Financial Services Inc. December 2008 - Present
Morgan Stanley March 1984 - December 2008
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Business, Finance, Economics
Aret Aramian Aret Aramian's Morgan Stanley Experience August 2005 - October 2009
Job Associate Planner at QLogic
Industry Computer Networking
Experience
QLogic August 2014 - Present
Calnetix Technologies November 2012 - June 2014
MAP Alternative Asset Management Company, LLC August 2011 - November 2012
Charles Schwab November 2009 - November 2010
Morgan Stanley August 2005 - October 2009
Education
California State University-Long Beach 2002 — 2006
Bachelor of Science (BS), Finance
QLogic August 2014 - Present
Calnetix Technologies November 2012 - June 2014
MAP Alternative Asset Management Company, LLC August 2011 - November 2012
Charles Schwab November 2009 - November 2010
Morgan Stanley August 2005 - October 2009
Education
California State University-Long Beach 2002 — 2006
Bachelor of Science (BS), Finance
Timothy Cody Timothy Cody's Morgan Stanley Experience January 1999 - May 2001
Job Senior Vice President, Director of Construction Lending and Commercial Real Estate Pacific Premier Bank
Industry Banking
Experience
Pacific Premier Bank March 2013 - Present
Fullerton Community Bank/Business Community Capital February 2004 - March 2012
California Bank & Trust January 2003 - January 2004
Commercial Capital Bank June 2002 - December 2002
Hawthorne Savings May 2001 - June 2002
Morgan Stanley January 1999 - May 2001
La Jolla Bank, FSB April 1992 - January 1999
Bank of America June 1988 - March 1992
Education
California State University-Long Beach 1984 — 1988
Bachelor of Arts, Economics
Orange Coast College 1982 — 1984
Associate of Arts, Liberal Arts
Pacifica High School
Pacific Premier Bank March 2013 - Present
Fullerton Community Bank/Business Community Capital February 2004 - March 2012
California Bank & Trust January 2003 - January 2004
Commercial Capital Bank June 2002 - December 2002
Hawthorne Savings May 2001 - June 2002
Morgan Stanley January 1999 - May 2001
La Jolla Bank, FSB April 1992 - January 1999
Bank of America June 1988 - March 1992
Education
California State University-Long Beach 1984 — 1988
Bachelor of Arts, Economics
Orange Coast College 1982 — 1984
Associate of Arts, Liberal Arts
Pacifica High School
Daniela Zuanich Daniela Zuanich's Morgan Stanley Experience 2007 - 2008
Job Commodity Specialist at SunOpta / Tradin Organic USA
Industry Financial Services
Experience
SunOpta December 2012 - Present
NIEMANN CAPITAL MANAGEMENT, INC 2010 - 2012
WORLD GROUP FINANCIAL, INC., KELLY SERVICES, INC., RAINBOW LIGHT, INC. 2008 - 2010
MORGAN STANLEY 2007 - 2008
PHILADELPHIA INDUSTRIAL DEVELOPMENT CORPORATION May 2005 - August 2005
Skills
Mutual Funds, Series 7, Series 66, ETFs, Equities, Investments, Insurance, Asset Allocation, Retirement Planning, Annuities, Securities, Wealth Management, Fixed Income, Retirement, Financial Markets, Investment Advisory, Asset Management, Portfolio Management, Alternative Investments, Customer Relations, Investment Strategies, Strategic Planning, Microsoft Office, Problem Solving, Sales Management, Word, New Business Development, Bonds, Annuity, Excel, Trading, Financial Planning, Financial Advisory, Asset Managment, Strategic Financial..., Investment Management, Separately Managed..., Microsoft Excel, Customer Service
Education
California State University-Los Angeles 2005 — 2007
BS Business Administration - Finance
PROFESIONAL LICENCES
Series 7 License, Series 66 License, CA Life Agent & Variable Contracts
SunOpta December 2012 - Present
NIEMANN CAPITAL MANAGEMENT, INC 2010 - 2012
WORLD GROUP FINANCIAL, INC., KELLY SERVICES, INC., RAINBOW LIGHT, INC. 2008 - 2010
MORGAN STANLEY 2007 - 2008
PHILADELPHIA INDUSTRIAL DEVELOPMENT CORPORATION May 2005 - August 2005
Skills
Mutual Funds, Series 7, Series 66, ETFs, Equities, Investments, Insurance, Asset Allocation, Retirement Planning, Annuities, Securities, Wealth Management, Fixed Income, Retirement, Financial Markets, Investment Advisory, Asset Management, Portfolio Management, Alternative Investments, Customer Relations, Investment Strategies, Strategic Planning, Microsoft Office, Problem Solving, Sales Management, Word, New Business Development, Bonds, Annuity, Excel, Trading, Financial Planning, Financial Advisory, Asset Managment, Strategic Financial..., Investment Management, Separately Managed..., Microsoft Excel, Customer Service
Education
California State University-Los Angeles 2005 — 2007
BS Business Administration - Finance
PROFESIONAL LICENCES
Series 7 License, Series 66 License, CA Life Agent & Variable Contracts
Shireef Elmakawi Shireef Elmakawi's Morgan Stanley Experience January 2013 - August 2013
Job Law Clerk at Law Offices of Hollander & Hollander
Industry Investment Management
Experience
Law Offices of Hollander & Hollander May 2015 - Present
University of California, Hastings College of the Law August 2014 - Present
BancWest Investment Services August 2013 - August 2014
Morgan Stanley January 2013 - August 2013
City National Securities August 2010 - August 2012
LFCU Brokerage & Insurance Services May 2009 - August 2010
Citi Smith Barney January 2008 - October 2008
WM Financial Services September 2000 - September 2007
Skills
Investments, FINRA Series 7, 63, 66, Estate Planning, Wealth, Fixed Annuities, Series 7, Mutual Funds, Securities, Retirement Planning, Financial Services, Finance, Life Insurance, Series 63, Wealth Management, Portfolio Management, Investment Advisory
Education
University of California, Hastings College of the Law 2014 — 2017
Doctor of Law (JD)
California State University-Northridge
Bachelor of Science (B.S.), Business Administration
Law Offices of Hollander & Hollander May 2015 - Present
University of California, Hastings College of the Law August 2014 - Present
BancWest Investment Services August 2013 - August 2014
Morgan Stanley January 2013 - August 2013
City National Securities August 2010 - August 2012
LFCU Brokerage & Insurance Services May 2009 - August 2010
Citi Smith Barney January 2008 - October 2008
WM Financial Services September 2000 - September 2007
Skills
Investments, FINRA Series 7, 63, 66, Estate Planning, Wealth, Fixed Annuities, Series 7, Mutual Funds, Securities, Retirement Planning, Financial Services, Finance, Life Insurance, Series 63, Wealth Management, Portfolio Management, Investment Advisory
Education
University of California, Hastings College of the Law 2014 — 2017
Doctor of Law (JD)
California State University-Northridge
Bachelor of Science (B.S.), Business Administration
Gina Beall, CIMA® Gina Beall, CIMA®'s Morgan Stanley Experience October 1993 - August 1998
Job Lead Investment Research Analyst at Savant Capital Management
Industry Financial Services
Experience
Savant Capital Management April 2010 - Present
AMCORE Bank February 2006 - April 2010
Ennis, Knupp & Associates August 1998 - February 2006
Morgan Stanley October 1993 - August 1998
Skills
Asset Allocation, Portfolio Management, Investments, Asset Managment, Investment Advisory, Wealth Management, Strategic Financial..., Series 7, Alternative Investments, Mutual Funds, Investment Management, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1998
MBA, Finance
University of San Diego 1989 — 1991
BBA, Finance
California State University-Long Beach 1987 — 1989
Business Adminstration
Savant Capital Management April 2010 - Present
AMCORE Bank February 2006 - April 2010
Ennis, Knupp & Associates August 1998 - February 2006
Morgan Stanley October 1993 - August 1998
Skills
Asset Allocation, Portfolio Management, Investments, Asset Managment, Investment Advisory, Wealth Management, Strategic Financial..., Series 7, Alternative Investments, Mutual Funds, Investment Management, Risk Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1995 — 1998
MBA, Finance
University of San Diego 1989 — 1991
BBA, Finance
California State University-Long Beach 1987 — 1989
Business Adminstration
Michael Hardy Michael Hardy's Morgan Stanley Experience September 2000 - January 2009
Job Wealth Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2009 - Present
Morgan Stanley September 2000 - January 2009
Morgan Stanley July 1991 - September 2000
Skills
Wealth Management, Portfolio Management, Retirement Planning, Wealth, Investments, Estate Planning, Series 7, Asset Allocation, Financial Modeling, Retirement
Education
California State University-Sacramento 1991 — 1995
BS, Business Administration - Finance
University of California, Davis
Certified Financial Planner Program
Wharton School, University of Pennsylvania
IMCA Certified Investment Management Analyst Program
UBS Financial Services, Inc. January 2009 - Present
Morgan Stanley September 2000 - January 2009
Morgan Stanley July 1991 - September 2000
Skills
Wealth Management, Portfolio Management, Retirement Planning, Wealth, Investments, Estate Planning, Series 7, Asset Allocation, Financial Modeling, Retirement
Education
California State University-Sacramento 1991 — 1995
BS, Business Administration - Finance
University of California, Davis
Certified Financial Planner Program
Wharton School, University of Pennsylvania
IMCA Certified Investment Management Analyst Program
Charles Yoakum Charles Yoakum's Morgan Stanley Experience April 1996 - May 2000
Job Art Director, Graphic Designer and Illustrator
Industry Retail
Experience
Ripple Records March 2015 - Present
Charles Yoakum, Artist July 1992 - Present
Marin Running Company May 2005 - June 2015
Creative Circle & Creative Group 2015 - 2015
Vionic Group February 2014 - October 2014
The Netkitchen June 2000 - April 2001
Morgan Stanley April 1996 - May 2000
Skills
Retail, Social Media, Social Media Marketing, Marketing, Social Networking, Sales, Merchandising, Customer Service, Entrepreneurship, Coaching, Advertising, Event Management, Business Strategy, Small Business, Management, Online Advertising, Facebook, Negotiation, Marketing Strategy, Online Marketing, Trade Shows, Fashion, New Business Development, Time Management, Shoes, Marketing Communications, Contract Negotiation, Budgets, E-commerce, Business Development, Public Relations, Training, Brand Development, Event Planning, Start-ups, Team Leadership, Account Management, Recruiting, Strategic Planning, Email Marketing, Sales Management, Team Building, Market Research, Leadership, Graphic Design, Public Speaking, Strategy, Marketing Management, Business Planning, B2B
Education
California State University-Sacramento 1984 — 1989
Bachelor of Arts (B.A.), Art/Art Studies, General
california state university sacramento 1984 — 1989
Bachelor's degree , Fine and Studio Arts
Ripple Records March 2015 - Present
Charles Yoakum, Artist July 1992 - Present
Marin Running Company May 2005 - June 2015
Creative Circle & Creative Group 2015 - 2015
Vionic Group February 2014 - October 2014
The Netkitchen June 2000 - April 2001
Morgan Stanley April 1996 - May 2000
Skills
Retail, Social Media, Social Media Marketing, Marketing, Social Networking, Sales, Merchandising, Customer Service, Entrepreneurship, Coaching, Advertising, Event Management, Business Strategy, Small Business, Management, Online Advertising, Facebook, Negotiation, Marketing Strategy, Online Marketing, Trade Shows, Fashion, New Business Development, Time Management, Shoes, Marketing Communications, Contract Negotiation, Budgets, E-commerce, Business Development, Public Relations, Training, Brand Development, Event Planning, Start-ups, Team Leadership, Account Management, Recruiting, Strategic Planning, Email Marketing, Sales Management, Team Building, Market Research, Leadership, Graphic Design, Public Speaking, Strategy, Marketing Management, Business Planning, B2B
Education
California State University-Sacramento 1984 — 1989
Bachelor of Arts (B.A.), Art/Art Studies, General
california state university sacramento 1984 — 1989
Bachelor's degree , Fine and Studio Arts
Max Kayajanian's Morgan Stanley Experience February 2013 - July 2013
Job Marketing and Client Relations at Oakwood Capital Management
Industry Investment Management
Experience
Oakwood Capital Management June 2014 - Present
American Funds June 2013 - June 2014
Morgan Stanley February 2013 - July 2013
Wells Fargo Advisors November 2011 - February 2013
Merrill Lynch March 2011 - September 2011
Skills
Sales, Marketing, Microsoft Office, Salesforce.com, ACT client management, iOS, Financial Advisory
Education
California State University-Long Beach 2008 — 2013
Bachelor's degree, Marketing
Oakwood Capital Management June 2014 - Present
American Funds June 2013 - June 2014
Morgan Stanley February 2013 - July 2013
Wells Fargo Advisors November 2011 - February 2013
Merrill Lynch March 2011 - September 2011
Skills
Sales, Marketing, Microsoft Office, Salesforce.com, ACT client management, iOS, Financial Advisory
Education
California State University-Long Beach 2008 — 2013
Bachelor's degree, Marketing
Jason Levey Jason Levey's Morgan Stanley Experience July 2004 - July 2005
Job Director at Canterbury Consulting
Industry Financial Services
Experience
Canterbury Consulting January 2015 - Present
Canterbury Consulting January 2008 - January 2015
Canterbury Consulting August 2005 - January 2008
Morgan Stanley July 2004 - July 2005
Skills
Investment Strategies, Hedge Funds, Capital Markets, Investment Management, Asset Management, Series 63, Asset Managment, Financial Modeling, Strategic Financial..., Financial Analysis, Series 7, Private Equity, Asset Allocation, Alternative Investments
Education
California State University-Fullerton 2000 — 2004
Bachelor's degree, Finance, General
Canterbury Consulting January 2015 - Present
Canterbury Consulting January 2008 - January 2015
Canterbury Consulting August 2005 - January 2008
Morgan Stanley July 2004 - July 2005
Skills
Investment Strategies, Hedge Funds, Capital Markets, Investment Management, Asset Management, Series 63, Asset Managment, Financial Modeling, Strategic Financial..., Financial Analysis, Series 7, Private Equity, Asset Allocation, Alternative Investments
Education
California State University-Fullerton 2000 — 2004
Bachelor's degree, Finance, General
Darin McLeish's Morgan Stanley Experience 2005 - 2006
Job Vice President, Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments January 2009 - Present
Fidelity Investments April 2007 - January 2009
TD Ameritrade 2006 - 2007
Morgan Stanley 2005 - 2006
Morgan Stanley 2004 - 2005
Morgan Stanley 2002 - 2004
UBS Wealth Management 1999 - 2001
Prudential Financial 1997 - 1999
Prudential Financial 1995 - 1997
ADP 1992 - 1995
Education
California State University-Long Beach
Bachelor’s Degree, Criminal Justice/Security Management
Chadron State College
Criminal Justice and Corrections
Moorpark College
Associate’s Degree
Fidelity Investments January 2009 - Present
Fidelity Investments April 2007 - January 2009
TD Ameritrade 2006 - 2007
Morgan Stanley 2005 - 2006
Morgan Stanley 2004 - 2005
Morgan Stanley 2002 - 2004
UBS Wealth Management 1999 - 2001
Prudential Financial 1997 - 1999
Prudential Financial 1995 - 1997
ADP 1992 - 1995
Education
California State University-Long Beach
Bachelor’s Degree, Criminal Justice/Security Management
Chadron State College
Criminal Justice and Corrections
Moorpark College
Associate’s Degree
Ed Shull's Morgan Stanley Experience January 2000 - February 2001
Job Founder and CEO of USWeb
Industry Marketing and Advertising
Experience
USWeb March 2002 - Present
USWeb, LLC. March 2002 - July 2007
Morgan Stanley January 2000 - February 2001
Achieva April 2000 - November 2000
BBQ.com December 1999 - April 2000
Homewarehouse May 1999 - December 1999
Skills
E-commerce, Online Marketing, SEO, Advertising, SEM, Start-ups
Education
California State University-Fullerton 1987 — 1989
None
Harvard University
USWeb March 2002 - Present
USWeb, LLC. March 2002 - July 2007
Morgan Stanley January 2000 - February 2001
Achieva April 2000 - November 2000
BBQ.com December 1999 - April 2000
Homewarehouse May 1999 - December 1999
Skills
E-commerce, Online Marketing, SEO, Advertising, SEM, Start-ups
Education
California State University-Fullerton 1987 — 1989
None
Harvard University
Tony Kassaei's Morgan Stanley Experience January 2000 - January 2002
Job Owner, Crystal Cove Wealth Management
Industry Financial Services
Yari Zepeda's Morgan Stanley Experience 1999 - 2002
Job Property Manager/ Specialty Leasing Manager at CBRE
Industry Commercial Real Estate
Experience
CBRE May 2012 - Present
Jones Lang LaSalle July 2010 - April 2012
General Growth Properties 2002 - 2010
Morgan Stanley 1999 - 2002
Les Mendelson & Associates 1990 - 1992
Skills
Property Management, Leases, Lease Administration, Sales, Location Intelligence, Landlords, Lease Negotiations, Shopping Centers, Tenant, Budgets, Real Estate, Real Estate Development, Disposition, Tenant Representation, Commercial Leasing, Brokerage, Corporate Real Estate, Commercial Real Estate, Property, Real Estate Economics, Real Estate Transactions
Education
California State University-Northridge 1986 — 1991
Bachelor's degree, Business Administration, Marketing
CBRE May 2012 - Present
Jones Lang LaSalle July 2010 - April 2012
General Growth Properties 2002 - 2010
Morgan Stanley 1999 - 2002
Les Mendelson & Associates 1990 - 1992
Skills
Property Management, Leases, Lease Administration, Sales, Location Intelligence, Landlords, Lease Negotiations, Shopping Centers, Tenant, Budgets, Real Estate, Real Estate Development, Disposition, Tenant Representation, Commercial Leasing, Brokerage, Corporate Real Estate, Commercial Real Estate, Property, Real Estate Economics, Real Estate Transactions
Education
California State University-Northridge 1986 — 1991
Bachelor's degree, Business Administration, Marketing
Natalya Gomelsky's Morgan Stanley Experience October 2009 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2009 - Present
American Advisors Group July 2009 - October 2009
The Walt Disney Company August 2008 - November 2008
Indymac Bank May 2007 - September 2008
Indymac Bank October 2006 - May 2007
Indymac Bank December 2004 - October 2006
Master Financial Incorporated (MFI) May 2000 - December 2004
Digital Force Ventures, LLC July 1999 - April 2001
Performance Information Technologies May 1997 - July 1999
Ingram Micro March 1996 - May 1997
Education
Project Management Institute 2005 — 2005
PMP, Project Management Professional
California State University-Fullerton 2004 — 2004
Six Sigma, Green Belt
University of California, Los Angeles 1991 — 1996
BA, English & Russian Literature
Morgan Stanley October 2009 - Present
American Advisors Group July 2009 - October 2009
The Walt Disney Company August 2008 - November 2008
Indymac Bank May 2007 - September 2008
Indymac Bank October 2006 - May 2007
Indymac Bank December 2004 - October 2006
Master Financial Incorporated (MFI) May 2000 - December 2004
Digital Force Ventures, LLC July 1999 - April 2001
Performance Information Technologies May 1997 - July 1999
Ingram Micro March 1996 - May 1997
Education
Project Management Institute 2005 — 2005
PMP, Project Management Professional
California State University-Fullerton 2004 — 2004
Six Sigma, Green Belt
University of California, Los Angeles 1991 — 1996
BA, English & Russian Literature
Heidi DeMartis's Morgan Stanley Experience September 2009 - January 2010
Job MBA, Private Wealth Management Associate, Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs January 2010 - Present
Morgan Stanley September 2009 - January 2010
Wasatch Advisors, Inc. January 2005 - November 2008
World Group Securities, Inc. 1999 - 2005
Morgan Stanley 1997 - 1999
HomeFed Bank, F.S.B. (San Diego) 1984 - 1994
Skills
Finance, Equities, Microsoft Office, Bloomberg, Internal Audit, Mutual Funds, Risk Management, Series 7, Management, Change Management, Investments, Fixed Income, Asset Management, Financial Analysis, Capital Markets, Financial Modeling, Alternative Investments
Education
Westminster College 2009 — 2010
MBA, Bill and Vieve Gore School of Business
California State University-Hayward - School of Business and Economics 1994 — 1997
B.S., Business Administration, New Ventures
Half Moon Bay High School 1976 — 1980
Goldman Sachs January 2010 - Present
Morgan Stanley September 2009 - January 2010
Wasatch Advisors, Inc. January 2005 - November 2008
World Group Securities, Inc. 1999 - 2005
Morgan Stanley 1997 - 1999
HomeFed Bank, F.S.B. (San Diego) 1984 - 1994
Skills
Finance, Equities, Microsoft Office, Bloomberg, Internal Audit, Mutual Funds, Risk Management, Series 7, Management, Change Management, Investments, Fixed Income, Asset Management, Financial Analysis, Capital Markets, Financial Modeling, Alternative Investments
Education
Westminster College 2009 — 2010
MBA, Bill and Vieve Gore School of Business
California State University-Hayward - School of Business and Economics 1994 — 1997
B.S., Business Administration, New Ventures
Half Moon Bay High School 1976 — 1980
Nicholas Lui's Morgan Stanley Experience September 2007 - October 2007
Job Financial Analyst at Southern California Edison
Industry Utilities
Experience
Southern California Edison October 2010 - Present
Southern California Edison January 2010 - October 2010
Sports Management Research Institute October 2008 - December 2009
Private Tutor September 2008 - December 2009
Harvey & Company LLC October 2007 - December 2007
Morgan Stanley September 2007 - October 2007
Skills
Analysis, Microsoft Excel, PowerPoint, Research, Statistics, Financial Modeling, Market Research, Economics, Data Analysis, Microsoft Office, Financial Analysis, Microsoft Word, Project Management, Access, Strategic Planning, Risk Management, Analytics, Business Analysis, Customer Service, Program Management, Mergers & Acquisitions
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2008
B.A. Business Administration, Finance Concentration, Minor in Economics
Rowland High School 2000 — 2003
Southern California Edison October 2010 - Present
Southern California Edison January 2010 - October 2010
Sports Management Research Institute October 2008 - December 2009
Private Tutor September 2008 - December 2009
Harvey & Company LLC October 2007 - December 2007
Morgan Stanley September 2007 - October 2007
Skills
Analysis, Microsoft Excel, PowerPoint, Research, Statistics, Financial Modeling, Market Research, Economics, Data Analysis, Microsoft Office, Financial Analysis, Microsoft Word, Project Management, Access, Strategic Planning, Risk Management, Analytics, Business Analysis, Customer Service, Program Management, Mergers & Acquisitions
Education
California State University-Fullerton, Mihaylo College of Business and Economics 2003 — 2008
B.A. Business Administration, Finance Concentration, Minor in Economics
Rowland High School 2000 — 2003
Ozzie Pramwew's Morgan Stanley Experience July 2002 - January 2008
Job Compliance Officer II at Union Bank
Industry Banking
Experience
Union Bank May 2015 - Present
Union Bank May 2012 - May 2015
Wachovia Trust/Wells Fargo Trust February 2008 - April 2012
Morgan Stanley July 2002 - January 2008
Citi April 2001 - July 2002
Union Bank September 2000 - March 2001
Wells Fargo Bank August 1998 - September 2000
Skills
Trust Services, Trusts, Investments, Wealth Management..., Estate Planning, Asset Managment, Financial Advisory, Securities, Wealth Management, Portfolio Management, Mutual Funds, Finance, Asset Allocation, High Net Worth..., Private Banking, Series 63, Financial Services, Retirement Planning, Investment Advisory, Investment Management, Retirement, Bonds, Fixed Income, Uniform Combined State..., Alternative Investments, Wealth, FINRA, Asset Management
Education
California State University-Fullerton 1993 — 1998
B.A, Business Administration; Management Business Law
Union Bank May 2015 - Present
Union Bank May 2012 - May 2015
Wachovia Trust/Wells Fargo Trust February 2008 - April 2012
Morgan Stanley July 2002 - January 2008
Citi April 2001 - July 2002
Union Bank September 2000 - March 2001
Wells Fargo Bank August 1998 - September 2000
Skills
Trust Services, Trusts, Investments, Wealth Management..., Estate Planning, Asset Managment, Financial Advisory, Securities, Wealth Management, Portfolio Management, Mutual Funds, Finance, Asset Allocation, High Net Worth..., Private Banking, Series 63, Financial Services, Retirement Planning, Investment Advisory, Investment Management, Retirement, Bonds, Fixed Income, Uniform Combined State..., Alternative Investments, Wealth, FINRA, Asset Management
Education
California State University-Fullerton 1993 — 1998
B.A, Business Administration; Management Business Law
James Mark's Morgan Stanley Experience February 1987 - January 1991
Job Senior Trader at HomeStreet Bank
Industry Banking
Experience
HomeStreet Bank January 2014 - Present
Mortgage Advisory Group January 2010 - January 2014
Russell Investment Group March 2008 - September 2008
Washington Mutual March 2004 - October 2007
First Franklin Financial Corporation April 2000 - March 2004
Wells Fargo Bank March 1999 - March 2000
Bank of America April 1997 - January 1999
Bank of America June 1992 - April 1997
Morgan Stanley February 1987 - January 1991
Skills
Mortgage, Loans, Portfolio Management, Due Diligence, Bonds
Education
California State University-Hayward - School of Business and Economics 1996 — 1999
MBA, Finance, CIS, and Accounting
Southern Methodist University 1982 — 1986
BS/BA, Economics/Anthropology
HomeStreet Bank January 2014 - Present
Mortgage Advisory Group January 2010 - January 2014
Russell Investment Group March 2008 - September 2008
Washington Mutual March 2004 - October 2007
First Franklin Financial Corporation April 2000 - March 2004
Wells Fargo Bank March 1999 - March 2000
Bank of America April 1997 - January 1999
Bank of America June 1992 - April 1997
Morgan Stanley February 1987 - January 1991
Skills
Mortgage, Loans, Portfolio Management, Due Diligence, Bonds
Education
California State University-Hayward - School of Business and Economics 1996 — 1999
MBA, Finance, CIS, and Accounting
Southern Methodist University 1982 — 1986
BS/BA, Economics/Anthropology
Nick Lansen's Morgan Stanley Experience 2007 - Present
Job Contact management and business development intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2007 - Present
Education
California State University-Northridge 2005 — 2009
B.S.
Morgan Stanley 2007 - Present
Education
California State University-Northridge 2005 — 2009
B.S.
Scott York's Morgan Stanley Experience June 2003 - July 2004
Job Professional Experience: Financial Planning and Analysis
Industry Financial Services
Experience
Western Asset Management February 2006 - January 2007
Western Asset Management 2006 - 2007
Western Financial Bank July 2005 - October 2005
TD Waterhouse September 2004 - December 2004
Morgan Stanley June 2003 - July 2004
Nicholas Applegate February 2001 - October 2001
Education
California State University-Northridge 1996 — 2000
BS
Western Asset Management February 2006 - January 2007
Western Asset Management 2006 - 2007
Western Financial Bank July 2005 - October 2005
TD Waterhouse September 2004 - December 2004
Morgan Stanley June 2003 - July 2004
Nicholas Applegate February 2001 - October 2001
Education
California State University-Northridge 1996 — 2000
BS
Sarkis Sako Djabourian's Morgan Stanley Experience February 2006 - September 2006
Job Accountant and Finance
Industry Accounting
Experience
www.yorkhill.com January 2014 - Present
The Nazerian Group February 2009 - Present
THE NAZERIAN GROUP August 2008 - Present
WESTFIELD LLC August 2007 - June 2008
Morgan Stanley February 2006 - September 2006
Education
California State University-Northridge 2002 — 2006
Bachelors of Science, Finance
California State University
Bachelors Degree, Finance; Finance
www.yorkhill.com January 2014 - Present
The Nazerian Group February 2009 - Present
THE NAZERIAN GROUP August 2008 - Present
WESTFIELD LLC August 2007 - June 2008
Morgan Stanley February 2006 - September 2006
Education
California State University-Northridge 2002 — 2006
Bachelors of Science, Finance
California State University
Bachelors Degree, Finance; Finance
Joann Paas's Morgan Stanley Experience October 2011 - Present
Job Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2011 - Present
MBIA January 2008 - October 2011
AllianceBernstein October 2005 - January 2008
Pfizer April 2005 - October 2005
Skills
Financial Modeling, Fixed Income, Capital Markets, Financial Analysis, Asset Management, Corporate Finance, Valuation, Portfolio Management, Hedge Funds, Derivatives
Education
California State University-Fullerton 1999 — 2000
MBA, Finance
Morgan Stanley October 2011 - Present
MBIA January 2008 - October 2011
AllianceBernstein October 2005 - January 2008
Pfizer April 2005 - October 2005
Skills
Financial Modeling, Fixed Income, Capital Markets, Financial Analysis, Asset Management, Corporate Finance, Valuation, Portfolio Management, Hedge Funds, Derivatives
Education
California State University-Fullerton 1999 — 2000
MBA, Finance
Jeff Mramor's Morgan Stanley Experience 2000 - 2005
Job Certified Retirement Counselor® | Principal & Managing Director at Pacific Point Asset Management
Industry Financial Services
Experience
Pacific Point Asset Management 2007 - Present
Pacific Point Asset Management 2007 - Present
Pacific Point Asset Management 2007 - Present
Wells Fargo 2007 - 2012
Smith Barney 2005 - 2007
Morgan Stanley 2000 - 2005
Skills
Financial Advisor, Retirement Income..., Portfolio Construction, Portfolio Analysis, Qualified Retirement..., Securities, Succession Planning, Wealth Management, Investments, Financial Services, Retirement Planning, Retirement, Financial Planning, Stocks, Income Planning, Portfolio Management, Financial Education, Investment Strategy
Education
California State University-Northridge
California State University-Long Beach - College of Business Administration
Pacific Point Asset Management 2007 - Present
Pacific Point Asset Management 2007 - Present
Pacific Point Asset Management 2007 - Present
Wells Fargo 2007 - 2012
Smith Barney 2005 - 2007
Morgan Stanley 2000 - 2005
Skills
Financial Advisor, Retirement Income..., Portfolio Construction, Portfolio Analysis, Qualified Retirement..., Securities, Succession Planning, Wealth Management, Investments, Financial Services, Retirement Planning, Retirement, Financial Planning, Stocks, Income Planning, Portfolio Management, Financial Education, Investment Strategy
Education
California State University-Northridge
California State University-Long Beach - College of Business Administration
Bill Finster's Morgan Stanley Experience January 1994 - December 2002
Job Banking and Finance Professional
Industry Banking
Experience
First Citizens Bank January 2007 - September 2015
New Century Mortgage 2002 - 2007
Morgan Stanley January 1994 - December 2002
Brookside Savings 1983 - 1993
Skills
Commercial Lending, Small Business Lending, Loans, Commercial Banking, Credit, Loan Origination, Mortgage Lending, Lines Of Credit, Asset Based Lending, Construction Loans, Banking, Cash Management, Retail Banking, Consumer Lending, New Business Development, Portfolio Management, Mortgage Banking, Refinance, Credit Analysis, Underwriting, Credit Risk, Commercial Mortgages, Relationship Management, Home Equity Loans, Customer Service, Finance, Financial Analysis, Marketing, Team Building
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1968 — 1972
Bachelor of Business Administration (B.B.A.), Business Administration and Marketing
First Citizens Bank January 2007 - September 2015
New Century Mortgage 2002 - 2007
Morgan Stanley January 1994 - December 2002
Brookside Savings 1983 - 1993
Skills
Commercial Lending, Small Business Lending, Loans, Commercial Banking, Credit, Loan Origination, Mortgage Lending, Lines Of Credit, Asset Based Lending, Construction Loans, Banking, Cash Management, Retail Banking, Consumer Lending, New Business Development, Portfolio Management, Mortgage Banking, Refinance, Credit Analysis, Underwriting, Credit Risk, Commercial Mortgages, Relationship Management, Home Equity Loans, Customer Service, Finance, Financial Analysis, Marketing, Team Building
Education
California State University-Fullerton, Mihaylo College of Business and Economics 1968 — 1972
Bachelor of Business Administration (B.B.A.), Business Administration and Marketing
Ricardo Higuchi AIF®'s Morgan Stanley Experience January 2001 - January 2003
Job Financial Advisor Citi Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management 2008 - Present
WaMu 2005 - 2008
PMB Securities July 2003 - September 2004
Morgan Stanley January 2001 - January 2003
Prudential Securities May 1999 - November 2000
Daiwa Securities January 1998 - December 1998
Merrill Lynch 1992 - 1997
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Options, Portfolio Management, Bonds, Retirement, Structured Products, Hedging, Investment Advisory, Mutual Funds, Asset Allocation, Fixed Income, Finance, Alternative Investments, Financial Services, Hedge Funds, Equities, Securities, Financial Markets, Investment Strategies, Trading, Investments, Uniform Combined State...
Education
California State University-Long Beach 1984 — 1989
BA, Psychology
Citi Personal Wealth Management 2008 - Present
WaMu 2005 - 2008
PMB Securities July 2003 - September 2004
Morgan Stanley January 2001 - January 2003
Prudential Securities May 1999 - November 2000
Daiwa Securities January 1998 - December 1998
Merrill Lynch 1992 - 1997
Skills
Series 7, Series 63, Wealth Management, Retirement Planning, Options, Portfolio Management, Bonds, Retirement, Structured Products, Hedging, Investment Advisory, Mutual Funds, Asset Allocation, Fixed Income, Finance, Alternative Investments, Financial Services, Hedge Funds, Equities, Securities, Financial Markets, Investment Strategies, Trading, Investments, Uniform Combined State...
Education
California State University-Long Beach 1984 — 1989
BA, Psychology
Diana Luzong's Morgan Stanley Experience September 2014 - Present
Job International Tax Manager at Morgan Stanley
Industry Accounting
Experience
Morgan Stanley September 2014 - Present
MetLife May 2011 - August 2014
AIG SunAmerica January 2007 - April 2011
Stern, Kory, Sreden & Morgan, AAC December 2005 - December 2006
White, Zuckerman, Warsavsky, Luna, Wolf & Hunt September 2004 - December 2005
Singer, Lewak, Greenbaum, and Goldstein, LLP July 2004 - September 2004
Skills
Tax, Accounting, Account Reconciliation, Financial Reporting, International Tax
Education
California State University-Northridge
Bachelors
Morgan Stanley September 2014 - Present
MetLife May 2011 - August 2014
AIG SunAmerica January 2007 - April 2011
Stern, Kory, Sreden & Morgan, AAC December 2005 - December 2006
White, Zuckerman, Warsavsky, Luna, Wolf & Hunt September 2004 - December 2005
Singer, Lewak, Greenbaum, and Goldstein, LLP July 2004 - September 2004
Skills
Tax, Accounting, Account Reconciliation, Financial Reporting, International Tax
Education
California State University-Northridge
Bachelors
Ryan Mohran's Morgan Stanley Experience October 2006 - November 2007
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley October 2006 - November 2007
Education
California State University-Northridge 2005 — 2007
B.S., Finance
Morgan Stanley October 2006 - November 2007
Education
California State University-Northridge 2005 — 2007
B.S., Finance
Richard Bertain's Morgan Stanley Experience November 1988 - November 2008
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS Financial Services, Inc. November 2008 - Present
Morgan Stanley November 1988 - November 2008
Education
California State University-Northridge
UBS Financial Services, Inc. November 2008 - Present
Morgan Stanley November 1988 - November 2008
Education
California State University-Northridge
Yen Schicke's Morgan Stanley Experience 2000 - 2003
Job Municipal Bonds Sales & Marketing
Industry Investment Management
Experience
Financial Institution November 2011 - Present
Merrill Lynch 2007 - December 2008
Merrill Lynch 2005 - 2007
Smith Barney 2003 - 2005
Morgan Stanley 2000 - 2003
Skills
Municipal Bonds, Series 7, Series 66, Investments, Wealth Management, Retirement Planning, Strategic Financial..., Portfolio Management, Estate Planning, Asset Allocation, Asset Management, Mutual Funds, Financial Analysis, Insurance, Banking, Finance, Investment Advisory, PowerPoint, Strategic Planning, Customer Service, Financial Advisory
Education
Pepperdine University 2009 — 2010
MA, Education
California State University-Long Beach 1997 — 2001
BS, Business Administration, Emphasis in Marketing
Financial Institution November 2011 - Present
Merrill Lynch 2007 - December 2008
Merrill Lynch 2005 - 2007
Smith Barney 2003 - 2005
Morgan Stanley 2000 - 2003
Skills
Municipal Bonds, Series 7, Series 66, Investments, Wealth Management, Retirement Planning, Strategic Financial..., Portfolio Management, Estate Planning, Asset Allocation, Asset Management, Mutual Funds, Financial Analysis, Insurance, Banking, Finance, Investment Advisory, PowerPoint, Strategic Planning, Customer Service, Financial Advisory
Education
Pepperdine University 2009 — 2010
MA, Education
California State University-Long Beach 1997 — 2001
BS, Business Administration, Emphasis in Marketing
Jermal Booker's Morgan Stanley Experience February 2005 - August 2005
Job Sr. Vice President/Sr. Credit Analyst at Business Finance Group
Industry Banking
Experience
First Innovative Financial Group, Inc. September 2005 - Present
Business Finance Group September 2005 - Present
Morgan Stanley February 2005 - August 2005
Western State Bank June 2000 - January 2005
Health Care Options/Maxicare June 1998 - May 2001
Skills
Wealth Management, Loans, Credit Analysis, Insurance, Investments, Loan Servicing, Corporate Finance, Business Planning, Business Development, Consulting, Liquidation, Commercial Lending, Retirement Planning, Credit, Strategic Financial..., Small Business, Underwriting, Asset Based Lending, Small Business Lending
Education
California State University-Los Angeles 1998 — 2000
Business, Finance
Pasadena City College 1995 — 1998
AS, General
First Innovative Financial Group, Inc. September 2005 - Present
Business Finance Group September 2005 - Present
Morgan Stanley February 2005 - August 2005
Western State Bank June 2000 - January 2005
Health Care Options/Maxicare June 1998 - May 2001
Skills
Wealth Management, Loans, Credit Analysis, Insurance, Investments, Loan Servicing, Corporate Finance, Business Planning, Business Development, Consulting, Liquidation, Commercial Lending, Retirement Planning, Credit, Strategic Financial..., Small Business, Underwriting, Asset Based Lending, Small Business Lending
Education
California State University-Los Angeles 1998 — 2000
Business, Finance
Pasadena City College 1995 — 1998
AS, General
Kayle Larsen's Morgan Stanley Experience March 1997 - August 2007
Job CERTIFIED FINANCIAL PLANNER
Industry Financial Services
Experience
Larsen Wealth Management August 2007 - Present
Morgan Stanley March 1997 - August 2007
Barclays Global Investors March 1995 - March 1997
Patelco Credit Union December 1989 - March 1995
Education
California State University-Hayward - School of Business and Economics 1993 — 1995
B.S. Business Administration, Finance
Larsen Wealth Management August 2007 - Present
Morgan Stanley March 1997 - August 2007
Barclays Global Investors March 1995 - March 1997
Patelco Credit Union December 1989 - March 1995
Education
California State University-Hayward - School of Business and Economics 1993 — 1995
B.S. Business Administration, Finance
Patrick Enriquez's Morgan Stanley Experience November 1999 - May 2007
Job Managing DirectorInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2007 - Present
Morgan Stanley November 1999 - May 2007
Education
California State University-Fullerton
BS, Finance
Wells Fargo Advisors, LLC May 2007 - Present
Morgan Stanley November 1999 - May 2007
Education
California State University-Fullerton
BS, Finance
Dennis Andal's Morgan Stanley Experience 2000 - 2004
Job Director Sales & Marketing
Industry Investment Management
Experience
Street Solutions Inc. April 2011 - Present
Deutsche Bank June 2006 - April 2011
Nomura Securities 2004 - 2006
Morgan Stanley 2000 - 2004
Aames 1996 - 2000
Skills
Fixed Income, Capital Markets, Securitization, Operational Risk, Collateral Management, Loans, Back Office, MBS, Equities, Investment Banking, Structured Products, Hedge Funds, Middle Office, Trading, Bloomberg, Asset Management, Credit Derivatives
Education
California State University-Northridge
BA
Street Solutions Inc. April 2011 - Present
Deutsche Bank June 2006 - April 2011
Nomura Securities 2004 - 2006
Morgan Stanley 2000 - 2004
Aames 1996 - 2000
Skills
Fixed Income, Capital Markets, Securitization, Operational Risk, Collateral Management, Loans, Back Office, MBS, Equities, Investment Banking, Structured Products, Hedge Funds, Middle Office, Trading, Bloomberg, Asset Management, Credit Derivatives
Education
California State University-Northridge
BA
Debra Papageorge's Morgan Stanley Experience 2002 - 2008
Job Managing Director at Union Bank
Industry Banking
Experience
Union Bank June 2015 - Present
Morgan Stanley Smith Barney July 2010 - May 2015
Wachovia Trust January 2008 - May 2009
Morgan Stanley 2002 - 2008
citigroup 1999 - 2002
Skills
Trust Services, Asset Allocation, Private Banking, Strategic Financial..., Investment Management, Series 7, Banking, Series 63, Relationship Management, Portfolio Management, Wealth Management..., Investments, Investment Advisory, Securities, Mutual Funds, Retirement Planning, Alternative Investments, Asset Management, Investment Strategies, Uniform Combined State..., Financial Advisory, Estate Planning
Education
Pacific Lutheran Theological Seminary 2007 — 2012
Masters, Religion
California State University-Northridge
BA, Economics
Union Bank June 2015 - Present
Morgan Stanley Smith Barney July 2010 - May 2015
Wachovia Trust January 2008 - May 2009
Morgan Stanley 2002 - 2008
citigroup 1999 - 2002
Skills
Trust Services, Asset Allocation, Private Banking, Strategic Financial..., Investment Management, Series 7, Banking, Series 63, Relationship Management, Portfolio Management, Wealth Management..., Investments, Investment Advisory, Securities, Mutual Funds, Retirement Planning, Alternative Investments, Asset Management, Investment Strategies, Uniform Combined State..., Financial Advisory, Estate Planning
Education
Pacific Lutheran Theological Seminary 2007 — 2012
Masters, Religion
California State University-Northridge
BA, Economics
Lyle Spencer's Morgan Stanley Experience January 1999 - January 2000
Job Data Warehouse Administrator at Gonzaga University
Industry Information Services
Experience
Gonzaga University August 2013 - Present
Ellucian June 2011 - August 2013
University of Idaho October 2005 - June 2011
Acts Automation, Inc. 2003 - 2005
OHS Health & Safety Services Inc January 2000 - January 2003
Morgan Stanley January 1999 - January 2000
Merrill Lynch January 1998 - January 1999
Kinko's January 1996 - January 1998
Skills
Microsoft SQL Server, SQL, C, Programming, Linux, Databases, HTML, MySQL, Windows, PL/SQL, Business Intelligence, Cognos, Data Warehousing, Web Applications, CRM Integration, Integration Architecture, Oracle SQL, Student Information..., Higher Education..., ERP, Visio, Project Management, Agile Methodologies, Visual Basic, Software Project..., Analytics, Requirements Gathering, Oracle SQL Developer, Oracle, Enterprise Software, Business Analysis, Requirements Analysis
Education
California State University-Long Beach
BS Management, Information Systems; e-commerce
North Idaho College
degree, Management of Information Systems
Orange Coast College
degree, Management of Information Systems
Gonzaga University August 2013 - Present
Ellucian June 2011 - August 2013
University of Idaho October 2005 - June 2011
Acts Automation, Inc. 2003 - 2005
OHS Health & Safety Services Inc January 2000 - January 2003
Morgan Stanley January 1999 - January 2000
Merrill Lynch January 1998 - January 1999
Kinko's January 1996 - January 1998
Skills
Microsoft SQL Server, SQL, C, Programming, Linux, Databases, HTML, MySQL, Windows, PL/SQL, Business Intelligence, Cognos, Data Warehousing, Web Applications, CRM Integration, Integration Architecture, Oracle SQL, Student Information..., Higher Education..., ERP, Visio, Project Management, Agile Methodologies, Visual Basic, Software Project..., Analytics, Requirements Gathering, Oracle SQL Developer, Oracle, Enterprise Software, Business Analysis, Requirements Analysis
Education
California State University-Long Beach
BS Management, Information Systems; e-commerce
North Idaho College
degree, Management of Information Systems
Orange Coast College
degree, Management of Information Systems
Lary Bloom's Morgan Stanley Experience January 2000 - November 2004
Job Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2004 - Present
Morgan Stanley January 2000 - November 2004
Skills
Long-term Care, Life & Health Insurance..., Investments, Securities, Retirement Planning, Investment Strategies, Asset Allocation, Retirement, Finance, Financial Advisory, Mutual Funds, Equities, Series 63, Alternative Investments, Insurance
Education
California State University-Northridge 1989 — 1991
Bachelor's degree, Sociology
Los Angeles Valley College 1986 — 1988
Associate of Arts (A.A.), Business Administration and Management, General
Wells Fargo Advisors November 2004 - Present
Morgan Stanley January 2000 - November 2004
Skills
Long-term Care, Life & Health Insurance..., Investments, Securities, Retirement Planning, Investment Strategies, Asset Allocation, Retirement, Finance, Financial Advisory, Mutual Funds, Equities, Series 63, Alternative Investments, Insurance
Education
California State University-Northridge 1989 — 1991
Bachelor's degree, Sociology
Los Angeles Valley College 1986 — 1988
Associate of Arts (A.A.), Business Administration and Management, General
Thames Wong's Morgan Stanley Experience May 2002 - September 2002
Job MUSIC VIDEO, COMMERCIAL PRODUCER, DIRECTOR, EDITOR FOR DIGITAL CONTENT at INDEPENDENT
Industry Motion Pictures and Film
Experience
SELF EMPLOYED May 2006 - Present
ULRICH/DAWSON/KRITZER CASTING December 2007 - March 2008
MTV April 2005 - April 2006
MORGAN STANLEY May 2002 - September 2002
ALPHA KAPPA PSI- NATIONAL PROFESSIONAL BUSINESS FRATERNITY September 2001 - May 2002
Columbia Records April 2001 - December 2001
SOUNDBREAK.COM January 1998 - May 1999
Skills
Video, Marketing, Event Management, Editing, Leadership, Management, Music Videos, Social Media, Television, Social Media Marketing, Film, Digital Media, PowerPoint, Financial Analysis, Photoshop, New Media, Account Management
Education
MUSICIAN'S INSTITUTE OF HOLLYWOOD 2005 — 2006
CERTIFICATE, Music Video, Film, and Television Production
California State University-Northridge
BATCHELOR OF SCIENCE, BUSINESS MARKETING/MANAGEMENT
davis
SELF EMPLOYED May 2006 - Present
ULRICH/DAWSON/KRITZER CASTING December 2007 - March 2008
MTV April 2005 - April 2006
MORGAN STANLEY May 2002 - September 2002
ALPHA KAPPA PSI- NATIONAL PROFESSIONAL BUSINESS FRATERNITY September 2001 - May 2002
Columbia Records April 2001 - December 2001
SOUNDBREAK.COM January 1998 - May 1999
Skills
Video, Marketing, Event Management, Editing, Leadership, Management, Music Videos, Social Media, Television, Social Media Marketing, Film, Digital Media, PowerPoint, Financial Analysis, Photoshop, New Media, Account Management
Education
MUSICIAN'S INSTITUTE OF HOLLYWOOD 2005 — 2006
CERTIFICATE, Music Video, Film, and Television Production
California State University-Northridge
BATCHELOR OF SCIENCE, BUSINESS MARKETING/MANAGEMENT
davis
Glenda Wilkerson's Morgan Stanley Experience February 2003 - August 2006
Job Planner Assistant
Industry Financial Services
Experience
Finance August 2006 - Present
Lincoln Financial Group 2006 - 2015
Lincoln Financial Group 2006 - 2015
Morgan Stanley February 2003 - August 2006
Skills
RP, Licensed Life Insurance...
Education
California State University-Fullerton 2002 — 2004
BA, Business Admin
Finance August 2006 - Present
Lincoln Financial Group 2006 - 2015
Lincoln Financial Group 2006 - 2015
Morgan Stanley February 2003 - August 2006
Skills
RP, Licensed Life Insurance...
Education
California State University-Fullerton 2002 — 2004
BA, Business Admin
Susan Young's Morgan Stanley Experience January 2008 - July 2009
Job CEO at Young Household
Industry Financial Services
Experience
Young Household October 2012 - Present
World Financial Group/Transamerica Financial Advisors June 2010 - October 2012
Tupperware 2010 - 2010
Morgan Stanley January 2008 - July 2009
Lee Hecht Harrison 2009 - 2009
Smith Barney 1999 - 2008
CIBC Oppenheimer April 1994 - June 1999
Bear Stearns April 1994 - April 1995
Skills
Wealth Management, Alternative Investments, Fixed Income, Asset Managment, Banking, Capital Markets
Education
California State University-Northridge
Santa Monica College
Young Household October 2012 - Present
World Financial Group/Transamerica Financial Advisors June 2010 - October 2012
Tupperware 2010 - 2010
Morgan Stanley January 2008 - July 2009
Lee Hecht Harrison 2009 - 2009
Smith Barney 1999 - 2008
CIBC Oppenheimer April 1994 - June 1999
Bear Stearns April 1994 - April 1995
Skills
Wealth Management, Alternative Investments, Fixed Income, Asset Managment, Banking, Capital Markets
Education
California State University-Northridge
Santa Monica College
Garrett Isaacson's Morgan Stanley Experience 1998 - 2002
Job Territory Sales Manager at Milgard Manufacturing
Industry Building Materials
Experience
Milgard Manufacturing October 2004 - Present
Northwest Exteriors 2002 - 2004
Morgan Stanley 1998 - 2002
Skills
Building Materials, Sales Operations, Sales Management, Outside Sales, Pricing, Account Management, Sales Presentations, Key Account Management, Sales, Cold Calling, New Business Development, Direct Sales, Selling, B2B, Forecasting
Education
California State University-Long Beach 1993 — 1998
Bachelor's Degree, Business Finance
Milgard Manufacturing October 2004 - Present
Northwest Exteriors 2002 - 2004
Morgan Stanley 1998 - 2002
Skills
Building Materials, Sales Operations, Sales Management, Outside Sales, Pricing, Account Management, Sales Presentations, Key Account Management, Sales, Cold Calling, New Business Development, Direct Sales, Selling, B2B, Forecasting
Education
California State University-Long Beach 1993 — 1998
Bachelor's Degree, Business Finance
Clarizza Benaraw-Tando's Morgan Stanley Experience August 1997 - September 2002
Job Accounts Receivable / Customer Service at Ballard & Tighe, Publishers
Industry Publishing
Experience
Ballard & Tighe, Publishers November 2004 - Present
Land Design Consultants, Inc. April 2004 - October 2004
PrideStaff October 2002 - April 2004
Morgan Stanley August 1997 - September 2002
Skills
Account Management, Accounts Receivable, Microsoft Office, Customer Service, Payroll, Budgets, Financial Analysis, Leadership, Forecasting, Microsoft Word, Accounting, Salesforce.com, Finance, Accounts Payable, Outlook, Marketing
Education
Fullerton College 2000 — 2002
Associates, Business Administration
California State University-Fullerton 1993 — 1999
Business Administration and Management, General
Ballard & Tighe, Publishers November 2004 - Present
Land Design Consultants, Inc. April 2004 - October 2004
PrideStaff October 2002 - April 2004
Morgan Stanley August 1997 - September 2002
Skills
Account Management, Accounts Receivable, Microsoft Office, Customer Service, Payroll, Budgets, Financial Analysis, Leadership, Forecasting, Microsoft Word, Accounting, Salesforce.com, Finance, Accounts Payable, Outlook, Marketing
Education
Fullerton College 2000 — 2002
Associates, Business Administration
California State University-Fullerton 1993 — 1999
Business Administration and Management, General
Dianne C. Ramos's Morgan Stanley Experience December 2004 - September 2005
Job Experienced professional specializing in communication, training strategy, blended learning, & professional development
Industry Financial Services
Experience
Park Avenue Securities June 2015 - Present
Morgan Stanley Smith Barney December 2009 - Present
Smith Barney April 2009 - December 2009
Smith Barney May 2007 - December 2009
Smith Barney September 2005 - May 2007
Morgan Stanley December 2004 - September 2005
Skills
Series 7, Series 63, Series 24, Wealth Management, Mutual Funds, Asset Allocation, Public Speaking, ETFs, Uniform Combined State..., Retirement Planning, Alternative Investments, Financial Services, Securities, Investment Strategies, Public Relations, Social Media, Microsoft Office, FINRA, Microsoft Excel, PowerPoint, Event Planning, Communication, Philanthropy, Compassion, Training, Leadership, Event Management, Project Management, Instructor-led Training, Internal & External..., Corporate Communications, Technical Training, Training Delivery, 401k, Financial Advisory, Investments
Education
California State University-Fullerton 2002 — 2006
Bachelor of Arts (B.A.), International Business and French
Cerritos High School 1999 — 2002
Rahima Academy, Kingdom of Saudi Arabia
Park Avenue Securities June 2015 - Present
Morgan Stanley Smith Barney December 2009 - Present
Smith Barney April 2009 - December 2009
Smith Barney May 2007 - December 2009
Smith Barney September 2005 - May 2007
Morgan Stanley December 2004 - September 2005
Skills
Series 7, Series 63, Series 24, Wealth Management, Mutual Funds, Asset Allocation, Public Speaking, ETFs, Uniform Combined State..., Retirement Planning, Alternative Investments, Financial Services, Securities, Investment Strategies, Public Relations, Social Media, Microsoft Office, FINRA, Microsoft Excel, PowerPoint, Event Planning, Communication, Philanthropy, Compassion, Training, Leadership, Event Management, Project Management, Instructor-led Training, Internal & External..., Corporate Communications, Technical Training, Training Delivery, 401k, Financial Advisory, Investments
Education
California State University-Fullerton 2002 — 2006
Bachelor of Arts (B.A.), International Business and French
Cerritos High School 1999 — 2002
Rahima Academy, Kingdom of Saudi Arabia
Jeff Jagiello's Morgan Stanley Experience January 2005 - November 2005
Job Health Care
Industry Hospital & Health Care
Experience
Friar Tux Shop November 2009 - Present
Friar Tux Shop November 2009 - Present
JPMorgan Chase August 2008 - August 2009
Washington Mutual Bank July 2008 - June 2009
Home Loans Bank August 2006 - July 2008
Wells Fargo Financial April 2005 - August 2006
Morgan Stanley January 2005 - November 2005
City Rec. & Parks September 2002 - December 2004
Hoffman Productions October 2001 - April 2002
Skills
Customer Relations, Customer Satisfaction, Customer Experience
Education
California State University-Northridge 2003 — 2005
Business Finance, Business
California State University
B.S
Friar Tux Shop November 2009 - Present
Friar Tux Shop November 2009 - Present
JPMorgan Chase August 2008 - August 2009
Washington Mutual Bank July 2008 - June 2009
Home Loans Bank August 2006 - July 2008
Wells Fargo Financial April 2005 - August 2006
Morgan Stanley January 2005 - November 2005
City Rec. & Parks September 2002 - December 2004
Hoffman Productions October 2001 - April 2002
Skills
Customer Relations, Customer Satisfaction, Customer Experience
Education
California State University-Northridge 2003 — 2005
Business Finance, Business
California State University
B.S
Thomas Sutter's Morgan Stanley Experience 2010 - Present
Job CFA Level 3 Candidate
Industry Financial Services
Experience
Morgan Stanley 2010 - Present
UBS Wealth Management 2008 - 2010
Royal Alliance Associates INC 2005 - 2008
Skills
Wealth Management, Portfolio Management, Separately Managed..., Equities, Fixed Income, Alternative Investments, Financial Analysis, Financial Services
Education
California State University-Fullerton 2003 — 2005
Bachelor of Arts (B.A.), Finance
Morgan Stanley 2010 - Present
UBS Wealth Management 2008 - 2010
Royal Alliance Associates INC 2005 - 2008
Skills
Wealth Management, Portfolio Management, Separately Managed..., Equities, Fixed Income, Alternative Investments, Financial Analysis, Financial Services
Education
California State University-Fullerton 2003 — 2005
Bachelor of Arts (B.A.), Finance
Elie Harroch's Morgan Stanley Experience February 2011 - March 2014
Job Assistant Controller at AAA Well Service, LLC
Industry Oil & Energy
Experience
AAA Well Services, LLC March 2014 - Present
ZL Investments October 2012 - March 2014
Morgan Stanley February 2011 - March 2014
Smart Solar USA March 2009 - January 2011
Ozon November 2003 - March 2007
Bell February 1998 - October 2003
Skills
Accounting, Financial Reporting, Financial Analysis, Strategy, Business Planning, Project Management, Finance, Process Improvement, Management, Budgets, QuickBooks, Strategic Planning, Analysis, Leadership, Payroll, Strategic Financial..., Sales, CRM, Risk Management, Customer Service, Business Strategy, Cash Flow, Internal Controls, GAAP, Fixed Assets, Financial Accounting, Financial Statements, Banking, Managerial Finance, Solution Selling, Accounts Payable, Financial Modeling, Management Consulting, Variance Analysis, Portfolio Management, Accounts Receivable, French, Business Process..., Business Analysis, Marketing Communications, Investment Management, Consulting, Solution Implementation, Credit Analysis, SAP R/3, Telecommunications..., Account Management, Bank Reconciliation, Cash Flow Forecasting, General Ledger
Education
University of Houston, C.T. Bauer College of Business 2014 — 2015
Certificate in Accountancy Program (CAP), Oil and Gas
Houston Community College 2013 — 2015
Accounting, 4.0 GPA
California State University-Northridge 2008 — 2010
B.Sc., Finance, 3.57 GPA (Classes attended at CSUN)
AAA Well Services, LLC March 2014 - Present
ZL Investments October 2012 - March 2014
Morgan Stanley February 2011 - March 2014
Smart Solar USA March 2009 - January 2011
Ozon November 2003 - March 2007
Bell February 1998 - October 2003
Skills
Accounting, Financial Reporting, Financial Analysis, Strategy, Business Planning, Project Management, Finance, Process Improvement, Management, Budgets, QuickBooks, Strategic Planning, Analysis, Leadership, Payroll, Strategic Financial..., Sales, CRM, Risk Management, Customer Service, Business Strategy, Cash Flow, Internal Controls, GAAP, Fixed Assets, Financial Accounting, Financial Statements, Banking, Managerial Finance, Solution Selling, Accounts Payable, Financial Modeling, Management Consulting, Variance Analysis, Portfolio Management, Accounts Receivable, French, Business Process..., Business Analysis, Marketing Communications, Investment Management, Consulting, Solution Implementation, Credit Analysis, SAP R/3, Telecommunications..., Account Management, Bank Reconciliation, Cash Flow Forecasting, General Ledger
Education
University of Houston, C.T. Bauer College of Business 2014 — 2015
Certificate in Accountancy Program (CAP), Oil and Gas
Houston Community College 2013 — 2015
Accounting, 4.0 GPA
California State University-Northridge 2008 — 2010
B.Sc., Finance, 3.57 GPA (Classes attended at CSUN)
David Nelson's Morgan Stanley Experience October 2000 - January 2003
Job Regional Vice President, Western USA
Industry Insurance
Experience
Dedicated Distribution Partners, LLC. August 2015 - Present
BancWest Investment Services November 2014 - April 2015
Raymond James June 2013 - November 2014
Compak Asset Management March 2005 - June 2013
Atlas Securities September 2003 - November 2004
Compak Asset Management January 2003 - September 2003
Morgan Stanley October 2000 - January 2003
Skills
Financial Advisory, Asset Managment, Strategic Financial..., Financial Services, Retirement Planning, Mutual Funds, Asset Management, Investments, Retirement, Wealth, Bonds, Alternative Investments, Wealth Management, Investment Advisory, Securities, Series 7
Education
California State University-Long Beach
Bachelor's degree, Finance and Financial Management Services
Mission Viejo High School
University of California, Irvine
Personal Financial Planner, Financial Planning and Services
Dedicated Distribution Partners, LLC. August 2015 - Present
BancWest Investment Services November 2014 - April 2015
Raymond James June 2013 - November 2014
Compak Asset Management March 2005 - June 2013
Atlas Securities September 2003 - November 2004
Compak Asset Management January 2003 - September 2003
Morgan Stanley October 2000 - January 2003
Skills
Financial Advisory, Asset Managment, Strategic Financial..., Financial Services, Retirement Planning, Mutual Funds, Asset Management, Investments, Retirement, Wealth, Bonds, Alternative Investments, Wealth Management, Investment Advisory, Securities, Series 7
Education
California State University-Long Beach
Bachelor's degree, Finance and Financial Management Services
Mission Viejo High School
University of California, Irvine
Personal Financial Planner, Financial Planning and Services
Dean Abbinanti's Morgan Stanley Experience September 1995 - January 1998
Job Sr. Vice President at a Financial PlanningInvestments Firm
Industry Financial Services
Experience
Financial Planning Firm January 2010 - Present
Well Fargo Advisors January 1998 - January 2010
Morgan Stanley September 1995 - January 1998
Skills
Investments, Wealth Management, Retirement Planning, ETFs, Mutual Funds, Marketing, Strategic Planning, Insurance, Securities, Asset Allocation, Finance, Strategic Financial..., Asset Management, Estate Planning, Real Estate, Portfolio Management, Series 63, Bonds, Series 65, FINRA, Long-term Care, Financial Services, Term Life Insurance, Series 7, Investment Strategies, Alternative Investments, Investment Advisory, Retirement, 401k, Financial Advisory, Investment Management, Wealth Management..., Fixed Annuities, Variable Annuities, High Net Worth..., Series 24, Wealth, Fixed Income, IRAs, Mortgage Lending, Hedge Funds, Financial Planning
Education
California State University-Long Beach - College of Business Administration 1991 — 1994
Finance
San Diego City College 1989 — 1991
Associate of Arts (AA), Business Administration/Psychology
Mira Costa High School 1981 — 1984
Financial Planning Firm January 2010 - Present
Well Fargo Advisors January 1998 - January 2010
Morgan Stanley September 1995 - January 1998
Skills
Investments, Wealth Management, Retirement Planning, ETFs, Mutual Funds, Marketing, Strategic Planning, Insurance, Securities, Asset Allocation, Finance, Strategic Financial..., Asset Management, Estate Planning, Real Estate, Portfolio Management, Series 63, Bonds, Series 65, FINRA, Long-term Care, Financial Services, Term Life Insurance, Series 7, Investment Strategies, Alternative Investments, Investment Advisory, Retirement, 401k, Financial Advisory, Investment Management, Wealth Management..., Fixed Annuities, Variable Annuities, High Net Worth..., Series 24, Wealth, Fixed Income, IRAs, Mortgage Lending, Hedge Funds, Financial Planning
Education
California State University-Long Beach - College of Business Administration 1991 — 1994
Finance
San Diego City College 1989 — 1991
Associate of Arts (AA), Business Administration/Psychology
Mira Costa High School 1981 — 1984
Bertha Munoz's Morgan Stanley Experience June 2009 - Present
Job Registered Client Service Associate
Industry Financial Services
Experience
Morgan Stanley June 2009 - Present
Smith Barney January 2009 - June 2009
Campbell Tax & Financial Services June 2006 - January 2009
Education
California State University-Northridge 1999 — 2005
BS, Business Administration/Finance/Real Estate
Morgan Stanley June 2009 - Present
Smith Barney January 2009 - June 2009
Campbell Tax & Financial Services June 2006 - January 2009
Education
California State University-Northridge 1999 — 2005
BS, Business Administration/Finance/Real Estate
Amy Pulido, PHR's Morgan Stanley Experience July 2007 - June 2009
Job HCM Business Consultant at ADP
Industry Financial Services
Experience
ADP May 2015 - Present
Farmers Insurance May 2014 - April 2015
Warner Music Group May 2013 - May 2014
Interthinx, Inc June 2009 - May 2013
Morgan Stanley July 2007 - June 2009
Universal Music Group January 2007 - May 2007
Skills
Benefits Administration, Leaves of absences, Compensation & Benefit, Recruiting, Generalist Duties, PTO Administration, Employee Relations, Leave of Absence, Financial Services, Applicant Tracking..., PeopleSoft, Personnel Management, New Hire Orientations, Deferred Compensation, Payroll, Employee Benefits, Human Resources, Management, Leadership, Onboarding, Performance Appraisal
Education
California Lutheran University 2012 — 2014
Master of Business Administration (MBA), Management and Organizational Behavior
California State University-Northridge 2003 — 2007
Bachelor of Arts, Psychology and Minor in Human Resources Management
ADP May 2015 - Present
Farmers Insurance May 2014 - April 2015
Warner Music Group May 2013 - May 2014
Interthinx, Inc June 2009 - May 2013
Morgan Stanley July 2007 - June 2009
Universal Music Group January 2007 - May 2007
Skills
Benefits Administration, Leaves of absences, Compensation & Benefit, Recruiting, Generalist Duties, PTO Administration, Employee Relations, Leave of Absence, Financial Services, Applicant Tracking..., PeopleSoft, Personnel Management, New Hire Orientations, Deferred Compensation, Payroll, Employee Benefits, Human Resources, Management, Leadership, Onboarding, Performance Appraisal
Education
California Lutheran University 2012 — 2014
Master of Business Administration (MBA), Management and Organizational Behavior
California State University-Northridge 2003 — 2007
Bachelor of Arts, Psychology and Minor in Human Resources Management
Brett Cwierz's Morgan Stanley Experience January 2004 - May 2005
Job Sales Manager at Bisco Industries
Industry Electrical/Electronic Manufacturing
Experience
Bisco Industries September 2007 - Present
Priority Mailing Systems, LLC June 2005 - July 2006
Morgan Stanley January 2004 - May 2005
Skills
Key Account Management
Education
California State University-Fullerton 2003 — 2005
Bachelor of Arts (BA), Marketing
Fullerton College 2000 — 2003
Associate of Arts (AA), Business Administration and Management, General
Bisco Industries September 2007 - Present
Priority Mailing Systems, LLC June 2005 - July 2006
Morgan Stanley January 2004 - May 2005
Skills
Key Account Management
Education
California State University-Fullerton 2003 — 2005
Bachelor of Arts (BA), Marketing
Fullerton College 2000 — 2003
Associate of Arts (AA), Business Administration and Management, General
Byron Shantz's Morgan Stanley Experience April 2005 - February 2007
Job Computer & Network Security Professional
Industry Computer & Network Security
Experience
CyberDefender 2011 - 2012
Morgan Stanley April 2005 - February 2007
Skills
Financial Planning, Consultative Sales..., Computer Proficiency, Wealth Management
Education
California State University-Northridge 1987 — 1989
Business, Management, Marketing, and Related Support Services
PUC Prep School 1978 — 1982
CyberDefender 2011 - 2012
Morgan Stanley April 2005 - February 2007
Skills
Financial Planning, Consultative Sales..., Computer Proficiency, Wealth Management
Education
California State University-Northridge 1987 — 1989
Business, Management, Marketing, and Related Support Services
PUC Prep School 1978 — 1982
Kin Lay's Morgan Stanley Experience April 2013 - June 2013
Job Student at CSU Fullerton
Industry Information Technology and Services
Experience
Cing Fung Medicine Co. September 2013 - July 2014
Morgan Stanley April 2013 - June 2013
Sodexo January 2013 - June 2013
Students in Volunteer Income Tax Assistance (VITA) January 2013 - April 2013
Skills
Statistical Data..., Statistical Programming
Education
California State University-Fullerton 2014 — 2017
Master’s Degree, Information Systems
University of California, Davis 2009 — 2013
Bachelor of Science (B.S.), Managerial Economics
University of California, Davis 2009 — 2013
Bachelor of Science (B.S.), Applied Statistics
Cing Fung Medicine Co. September 2013 - July 2014
Morgan Stanley April 2013 - June 2013
Sodexo January 2013 - June 2013
Students in Volunteer Income Tax Assistance (VITA) January 2013 - April 2013
Skills
Statistical Data..., Statistical Programming
Education
California State University-Fullerton 2014 — 2017
Master’s Degree, Information Systems
University of California, Davis 2009 — 2013
Bachelor of Science (B.S.), Managerial Economics
University of California, Davis 2009 — 2013
Bachelor of Science (B.S.), Applied Statistics
Daniel Becerra's Morgan Stanley Experience 2000 - 2004
Job Compliance Manager at American Financial Network
Industry Financial Services
Experience
American Financial Network September 2015 - Present
North Los Angeles County Regional Center 2013 - Present
Beverly Hills Wealth Management August 2014 - August 2015
Beverly Hills Wealth Management 2012 - August 2014
Mutual Securities, Inc. Member FINRA, SIPC 2011 - 2012
Oppenheimer & Co. 2007 - 2009
Bank of America 2004 - 2006
Morgan Stanley 2000 - 2004
Skills
Equity Trading, Bonds, Alternative Investments, Options, Private Equity, Trade Compliance, Series 24, Series 7, Stock Trading, Bloomberg Terminal, Capital Markets, Investments, FINRA, Investment Advisory, Mutual Funds, Securities, Wealth Management, Portfolio Management, Trading, Equities, Asset Allocation, Fixed Income, Bloomberg, Hedge Funds, Financial Advisory, Retirement Planning, Investment Strategies, Financial Markets, Structured Products, Investment Management, Finance, Financial Services, Trading Systems, Electronic Trading, Equity Research, Asset Management, Management, Risk Management
Education
California State University-Northridge
Master of Business Administration - Finance (Candidate)
California State University-Los Angeles
Bachelor's degree
Rio Hondo College
American Financial Network September 2015 - Present
North Los Angeles County Regional Center 2013 - Present
Beverly Hills Wealth Management August 2014 - August 2015
Beverly Hills Wealth Management 2012 - August 2014
Mutual Securities, Inc. Member FINRA, SIPC 2011 - 2012
Oppenheimer & Co. 2007 - 2009
Bank of America 2004 - 2006
Morgan Stanley 2000 - 2004
Skills
Equity Trading, Bonds, Alternative Investments, Options, Private Equity, Trade Compliance, Series 24, Series 7, Stock Trading, Bloomberg Terminal, Capital Markets, Investments, FINRA, Investment Advisory, Mutual Funds, Securities, Wealth Management, Portfolio Management, Trading, Equities, Asset Allocation, Fixed Income, Bloomberg, Hedge Funds, Financial Advisory, Retirement Planning, Investment Strategies, Financial Markets, Structured Products, Investment Management, Finance, Financial Services, Trading Systems, Electronic Trading, Equity Research, Asset Management, Management, Risk Management
Education
California State University-Northridge
Master of Business Administration - Finance (Candidate)
California State University-Los Angeles
Bachelor's degree
Rio Hondo College
Colin Leighton's Morgan Stanley Experience May 2015 - Present
Job Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Burkett & Wong Engineers May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Customer Service, Social Media, Leadership, Data Analysis
Education
Cal State Fullerton 2011 — 2015
Business Administration, Marketing
Oceanside High School
High School
Morgan Stanley May 2015 - Present
Burkett & Wong Engineers May 2013 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Customer Service, Social Media, Leadership, Data Analysis
Education
Cal State Fullerton 2011 — 2015
Business Administration, Marketing
Oceanside High School
High School
Joseph Ruffaine's Morgan Stanley Experience June 2014 - January 2015
Job Account Coordinator at Imprenta Communications, Inc.
Industry Financial Services
Experience
Imprenta Communications, Inc. February 2015 - Present
Morgan Stanley June 2014 - January 2015
Imprenta Communications, Inc. May 2013 - August 2013
Giovanni's Old World New York Pizzeria December 2007 - August 2012
California State University, Long Beach November 2010 - June 2012
Office of Systems Integration June 2010 - August 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership, Fundraising, Community Outreach
Education
California State University-Long Beach 2010 — 2014
Bachelor of Arts (BA), Interpersonal Communications
Jesuit High School 2006 — 2010
Imprenta Communications, Inc. February 2015 - Present
Morgan Stanley June 2014 - January 2015
Imprenta Communications, Inc. May 2013 - August 2013
Giovanni's Old World New York Pizzeria December 2007 - August 2012
California State University, Long Beach November 2010 - June 2012
Office of Systems Integration June 2010 - August 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Leadership, Fundraising, Community Outreach
Education
California State University-Long Beach 2010 — 2014
Bachelor of Arts (BA), Interpersonal Communications
Jesuit High School 2006 — 2010
Lee Flores's Morgan Stanley Experience 1996 - 2005
Job Marketing Associate at Hotchkis and Wiley Capital Management
Industry Investment Management
Experience
Hotchkis and Wiley Capital Management October 2005 - Present
Morgan Stanley 1996 - 2005
Education
California State University-Northridge 1991 — 1996
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Hotchkis and Wiley Capital Management October 2005 - Present
Morgan Stanley 1996 - 2005
Education
California State University-Northridge 1991 — 1996
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Mark Reichhelm's Morgan Stanley Experience 1996 - 1998
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial June 1998 - Present
Morgan Stanley 1996 - 1998
D.A. Campbel Company 1988 - 1996
Skills
Asset Management, Retirement Planning, Life Insurance
Education
California State University-Northridge
Bachelor of Arts (BA), Political Science
Notre Dame High School
LPL Financial June 1998 - Present
Morgan Stanley 1996 - 1998
D.A. Campbel Company 1988 - 1996
Skills
Asset Management, Retirement Planning, Life Insurance
Education
California State University-Northridge
Bachelor of Arts (BA), Political Science
Notre Dame High School
Kashif Rizvi's Morgan Stanley Experience April 2014 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Morgan Stanley June 2013 - April 2014
UBS September 2011 - September 2012
Yogurtland June 2010 - July 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Leadership, PowerPoint, Finance, Marketing, Social Networking, Analysis
Education
California State University-Long Beach 2010 — 2014
Bachelor of Science (B.S.), Finance
Morgan Stanley April 2014 - Present
Morgan Stanley June 2013 - April 2014
UBS September 2011 - September 2012
Yogurtland June 2010 - July 2011
Skills
Microsoft Excel, Microsoft Office, Customer Service, Microsoft Word, Leadership, PowerPoint, Finance, Marketing, Social Networking, Analysis
Education
California State University-Long Beach 2010 — 2014
Bachelor of Science (B.S.), Finance
Amanda Pokorny's Morgan Stanley Experience August 2009 - August 2012
Job Investor Relations at Direct Lending Investments, LLC
Industry Investment Management
Experience
Direct Lending Investments, LLC December 2014 - Present
Kayne Anderson Capital Advisors 2014 - 2014
Morgan Stanley August 2009 - August 2012
Skills
Investments, Investor Relations, Equities, Financial Analysis, Portfolio Management, Financial Modeling, Asset Management, Hedge Funds, Fixed Income, Finance
Education
California State University-Northridge 2005 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
Direct Lending Investments, LLC December 2014 - Present
Kayne Anderson Capital Advisors 2014 - 2014
Morgan Stanley August 2009 - August 2012
Skills
Investments, Investor Relations, Equities, Financial Analysis, Portfolio Management, Financial Modeling, Asset Management, Hedge Funds, Fixed Income, Finance
Education
California State University-Northridge 2005 — 2011
Bachelor of Arts (B.A.), Business Administration and Management, General
Don Born's Morgan Stanley Experience August 1996 - October 2003
Job owner of a large farm/ranch at wallace/born farm llc
Industry Farming
Experience
wallace/born farm llc September 2010 - Present
Morgan Stanley August 1996 - October 2003
Education
Pepperdine University 1977 — 1980
Master's degree, communications and public speaking
California State University-Los Angeles 1972 — 1975
Bachelor of Science (BS), Criminal Justice/Police Science
East Los Angeles College 1970 — 1972
Associate of Arts (A.A.), Art/Art Studies, General
wallace/born farm llc September 2010 - Present
Morgan Stanley August 1996 - October 2003
Education
Pepperdine University 1977 — 1980
Master's degree, communications and public speaking
California State University-Los Angeles 1972 — 1975
Bachelor of Science (BS), Criminal Justice/Police Science
East Los Angeles College 1970 — 1972
Associate of Arts (A.A.), Art/Art Studies, General
Stephen Ellingsen's Morgan Stanley Experience January 2015 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley February 2014 - December 2014
Education
California State University-Long Beach 2011 — 2015
Bachelor of Arts (B.A.), Economics
Morgan Stanley January 2015 - Present
Morgan Stanley February 2014 - December 2014
Education
California State University-Long Beach 2011 — 2015
Bachelor of Arts (B.A.), Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS