Morgan Stanley
Industry: Investment banking company
DescriptionMorgan Stanley is an American multinational investment bank and financial services company headquartered at 1585 Broadway in the Morgan Stanley Building, Midtown Manhattan, New York City. Headquarters: New York City, New York, United States CEO: James P. Gorman (Jan 1, 2010–) Revenue: 37.94 billion USD (2017) Subsidiaries: Discover Financial Services, Did you know: Morgan Stanley is the sixth-largest bank in the US by total assets ($875 B). wikipedia.org
Morgan Stanley List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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34,792 Morgan Stanley employees in database. Find out everything there's to know about Morgan Stanley employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Morgan Stanley Employees
Employee
Years
Job
Industry
Alexandra Macey Alexandra Macey's Morgan Stanley Experience November 2014 - Present
Job Marketing Analyst at Morgan Stanley
Industry Marketing and Advertising
Experience
Morgan Stanley November 2014 - Present
C.B. Stark May 2014 - September 2014
Colgate University January 2014 - May 2014
Colgate University August 2010 - May 2014
Educate Online June 2013 - August 2013
Colgate University September 2011 - January 2013
Colgate University August 2011 - January 2013
Colgate University August 2012 - December 2012
On The Cliffs June 2012 - August 2012
Chilmark Chocolates June 2007 - August 2011
Skills
Foreign Languages, Childcare, Sales, Theaters, Teaching, Research, Critical Thinking, Public Speaking, Editing, Teaching English as a..., Fundraising, Facebook, Nonprofits, Blogging, Time Management, Microsoft Office, Higher Education, Social Networking, Spanish, PowerPoint
Education
Colgate University 2010 — 2014
Bachelor's degree
Colgate University
Morgan Stanley November 2014 - Present
C.B. Stark May 2014 - September 2014
Colgate University January 2014 - May 2014
Colgate University August 2010 - May 2014
Educate Online June 2013 - August 2013
Colgate University September 2011 - January 2013
Colgate University August 2011 - January 2013
Colgate University August 2012 - December 2012
On The Cliffs June 2012 - August 2012
Chilmark Chocolates June 2007 - August 2011
Skills
Foreign Languages, Childcare, Sales, Theaters, Teaching, Research, Critical Thinking, Public Speaking, Editing, Teaching English as a..., Fundraising, Facebook, Nonprofits, Blogging, Time Management, Microsoft Office, Higher Education, Social Networking, Spanish, PowerPoint
Education
Colgate University 2010 — 2014
Bachelor's degree
Colgate University
Connor Clinton Connor Clinton's Morgan Stanley Experience June 2014 - July 2014
Job Student
Industry International Affairs
Experience
Fratagonia March 2014 - Present
Biolux Research July 2014 - August 2014
Morgan Stanley June 2014 - July 2014
Camp Treetops June 2012 - August 2012
Therapeutic Horsemanship of Hawaii March 2011 - May 2011
Kailua Sailboards and Kayaks April 2010 - August 2010
Johnson Contracting June 2009 - August 2009
Skills
Leadership, Teaching, Microsoft Office, Research, Cpr Certified, Microsoft Excel, Bloomberg Terminal, Chinese, Social Media, Public Speaking, PowerPoint, Administration, Nonprofits, Data Analysis, Customer Service, Microsoft Word, Writing
Education
Colgate University 2011 — 2015
Bachelor's Degree, International Relations; Mandarin
Fudan University 2013 — 2013
Mandarin Chinese
Punahou High School
Fratagonia March 2014 - Present
Biolux Research July 2014 - August 2014
Morgan Stanley June 2014 - July 2014
Camp Treetops June 2012 - August 2012
Therapeutic Horsemanship of Hawaii March 2011 - May 2011
Kailua Sailboards and Kayaks April 2010 - August 2010
Johnson Contracting June 2009 - August 2009
Skills
Leadership, Teaching, Microsoft Office, Research, Cpr Certified, Microsoft Excel, Bloomberg Terminal, Chinese, Social Media, Public Speaking, PowerPoint, Administration, Nonprofits, Data Analysis, Customer Service, Microsoft Word, Writing
Education
Colgate University 2011 — 2015
Bachelor's Degree, International Relations; Mandarin
Fudan University 2013 — 2013
Mandarin Chinese
Punahou High School
Derrick Barkley, CRPC® Derrick Barkley, CRPC®'s Morgan Stanley Experience April 2002 - July 2003
Job Vice President, Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2015 - Present
Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch August 2006 - June 2013
Charles Schwab May 2004 - February 2006
Morgan Stanley April 2002 - July 2003
Skills
Economics, Fixed Annuities, Financial Advisory, Series 63, Series 7, Strategic Planning, Wealth Management, Wealth, Securities, Investment Advisory, 401k, Alternative Investments, Asset Allocation, Banking, FINRA, Finance, Investment Strategies, Retirement, Retirement Planning, Financial Services, Uniform Combined State..., Fixed Income, Investments, Equities, Portfolio Management, Asset Management, Managed Futures, IRAs, Internal Audit, Mutual Funds
Education
College for Financial Planning 2010 — 2011
Millersville University of Pennsylvania 1986 — 1989
B.A., Economics
Bank of America Merrill Lynch August 2015 - Present
Merrill Lynch July 2014 - Present
Bank of America Merrill Lynch June 2013 - Present
Bank of America Merrill Lynch August 2006 - June 2013
Charles Schwab May 2004 - February 2006
Morgan Stanley April 2002 - July 2003
Skills
Economics, Fixed Annuities, Financial Advisory, Series 63, Series 7, Strategic Planning, Wealth Management, Wealth, Securities, Investment Advisory, 401k, Alternative Investments, Asset Allocation, Banking, FINRA, Finance, Investment Strategies, Retirement, Retirement Planning, Financial Services, Uniform Combined State..., Fixed Income, Investments, Equities, Portfolio Management, Asset Management, Managed Futures, IRAs, Internal Audit, Mutual Funds
Education
College for Financial Planning 2010 — 2011
Millersville University of Pennsylvania 1986 — 1989
B.A., Economics
Louis Dagen Louis Dagen's Morgan Stanley Experience June 1991 - February 2009
Job Branch Manager and Certified Financial Planner
Industry Investment Management
Experience
Raymond James Financial Inc. February 2009 - Present
Morgan Stanley June 1991 - February 2009
Skills
Retirement Planning, Investment Advisory, Mutual Funds, Asset Allocation, Investments, Customer Service, Strategic Financial..., Risk Management, Wealth Management, Financial Planning, Portfolio Management, Research, Teaching, Certified Financial..., Financial Analysis, Securities, Financial Advisory, Asset Management, Financial Services, Investment Strategies
Education
Cornell University 1986 — 1992
Bachelor of Science (B.S.), Human Development and Family Studies, General
College for Financial Planning 1995 — 1997
Certified Financial Planner
Raymond James Financial Inc. February 2009 - Present
Morgan Stanley June 1991 - February 2009
Skills
Retirement Planning, Investment Advisory, Mutual Funds, Asset Allocation, Investments, Customer Service, Strategic Financial..., Risk Management, Wealth Management, Financial Planning, Portfolio Management, Research, Teaching, Certified Financial..., Financial Analysis, Securities, Financial Advisory, Asset Management, Financial Services, Investment Strategies
Education
Cornell University 1986 — 1992
Bachelor of Science (B.S.), Human Development and Family Studies, General
College for Financial Planning 1995 — 1997
Certified Financial Planner
Joseph J. Ossey, CRPS® Joseph J. Ossey, CRPS®'s Morgan Stanley Experience November 2009 - August 2011
Job Retirement Plan Specialist / Account Executive at The Principal Financial Group / Princor Registered Representative
Industry Financial Services
Experience
Principal Financial Group February 2012 - Present
John Hancock Financial Services September 2011 - January 2012
Morgan Stanley November 2009 - August 2011
Merrill Lynch June 2008 - November 2009
INEPT - Recording Artist August 2005 - April 2008
US Bank December 2004 - June 2007
Skills
CRPS, ERISA, Defined Benefit, Insurance, 401k, Financial Services, Retirement, Retirement Planning
Education
College for Financial Planning 2011 — 2011
Chartered Retirement Plans Specialist, Financial Planning and Services
Northern Illinois University 2005 — 2007
Bachelors, Business Management, Human Resources & Finance
College of DuPage 2002 — 2005
Associates, Business Management
Principal Financial Group February 2012 - Present
John Hancock Financial Services September 2011 - January 2012
Morgan Stanley November 2009 - August 2011
Merrill Lynch June 2008 - November 2009
INEPT - Recording Artist August 2005 - April 2008
US Bank December 2004 - June 2007
Skills
CRPS, ERISA, Defined Benefit, Insurance, 401k, Financial Services, Retirement, Retirement Planning
Education
College for Financial Planning 2011 — 2011
Chartered Retirement Plans Specialist, Financial Planning and Services
Northern Illinois University 2005 — 2007
Bachelors, Business Management, Human Resources & Finance
College of DuPage 2002 — 2005
Associates, Business Management
Michael Apostolides Michael Apostolides's Morgan Stanley Experience 2005 - 2008
Job JP Morgan Private Bank
Industry Financial Services
Experience
JP Morgan Chase 2011 - Present
Pencils of Promise July 2014 - Present
Colgate University August 2014 - Present
Korn/Ferry International 2010 - 2011
Lockwood Gibb & Associates 2009 - 2010
Morgan Stanley 2005 - 2008
Skills
Investment Banking, Executive Search, Private Equity, Asset Managment, Hedge Funds, Asset Management, Corporate Finance, Recruiting, Investments
Education
Colgate University 2001 — 2005
Bachelor of Arts, Political Science
The Tuck School of Business at Dartmouth 2004 — 2004
Certificate, Business Bridge Program
JP Morgan Chase 2011 - Present
Pencils of Promise July 2014 - Present
Colgate University August 2014 - Present
Korn/Ferry International 2010 - 2011
Lockwood Gibb & Associates 2009 - 2010
Morgan Stanley 2005 - 2008
Skills
Investment Banking, Executive Search, Private Equity, Asset Managment, Hedge Funds, Asset Management, Corporate Finance, Recruiting, Investments
Education
Colgate University 2001 — 2005
Bachelor of Arts, Political Science
The Tuck School of Business at Dartmouth 2004 — 2004
Certificate, Business Bridge Program
Clint Haynes's Morgan Stanley Experience May 2001 - December 2002
Job Financial Planner Serving Business Professionals, Entrepreneurs and Small Business Owners ♦ LinkedIn Expert and Educator
Industry Financial Services
Experience
NextGen Wealth September 2014 - Present
NextGen LinkedIn January 2014 - Present
Axius Financial February 2013 - August 2014
The Mutual Fund Store December 2011 - December 2012
The Mutual Fund Store January 2007 - November 2011
ICMA-RC January 2003 - December 2006
Morgan Stanley May 2001 - December 2002
Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Strategic Financial..., Financial Advisory, Securities, Portfolio Management, Asset Allocation, Wealth Management, Asset Management, Investment Advisory, Risk Management, Investment Strategies, 401k, Finance, IRAs, Financial Planners, Personal Finance, Wealth, Investment Management, Relationship Management, New Business Development, Personal Financial..., Life Insurance, Non-profit Volunteer, Long Term Care Insurance, Disability Insurance, Estate Planning, Financial Planning, Holistic Financial...
Education
Kaplan University 2015 — 2016
CFP Certificate, Certified Financial Planner Study Program
College for Financial Planning 2007 — 2008
Chartered Mutual Fund Counselor, Financial Planning
Missouri State University 1997 — 2001
Bachelor's Degree, Finance, General
NextGen Wealth September 2014 - Present
NextGen LinkedIn January 2014 - Present
Axius Financial February 2013 - August 2014
The Mutual Fund Store December 2011 - December 2012
The Mutual Fund Store January 2007 - November 2011
ICMA-RC January 2003 - December 2006
Morgan Stanley May 2001 - December 2002
Skills
Retirement Planning, Mutual Funds, Retirement, Investments, Strategic Financial..., Financial Advisory, Securities, Portfolio Management, Asset Allocation, Wealth Management, Asset Management, Investment Advisory, Risk Management, Investment Strategies, 401k, Finance, IRAs, Financial Planners, Personal Finance, Wealth, Investment Management, Relationship Management, New Business Development, Personal Financial..., Life Insurance, Non-profit Volunteer, Long Term Care Insurance, Disability Insurance, Estate Planning, Financial Planning, Holistic Financial...
Education
Kaplan University 2015 — 2016
CFP Certificate, Certified Financial Planner Study Program
College for Financial Planning 2007 — 2008
Chartered Mutual Fund Counselor, Financial Planning
Missouri State University 1997 — 2001
Bachelor's Degree, Finance, General
Mark Hayes Mark Hayes's Morgan Stanley Experience 1998 - 1999
Job Senior Portfolio Strategist
Industry Investment Management
Experience
Stanford Management Company March 2008 - November 2014
Stanford Management Company March 2008 - December 2011
Deutsche Asset Management 2007 - 2008
Program on Energy & Sustainable Development 2002 - 2006
Morgan Stanley 1998 - 1999
Skills
Investments, Portfolio Management, Private Equity, Hedge Funds, Valuation, Alternative Investments, Equities, Financial Modeling, Investment Banking, Venture Capital, Asset Managment, Due Diligence, Emerging Markets, Equity Research, Fixed Income, Capital Markets, Corporate Finance, Mergers, Financial Analysis, Fund Of Funds, Mergers & Acquisitions, Asset Allocation, Bloomberg, Asset Management, Finance, Management, Investment Management, Risk Management, Strategy, Investment Strategies
Education
Stanford University 1999 — 2006
Doctor of Philosophy (Ph.D.), E-IPER (focus on Energy Economics)
Colgate University 1994 — 1998
A.B., Geology, Economics Minor
Stanford Management Company March 2008 - November 2014
Stanford Management Company March 2008 - December 2011
Deutsche Asset Management 2007 - 2008
Program on Energy & Sustainable Development 2002 - 2006
Morgan Stanley 1998 - 1999
Skills
Investments, Portfolio Management, Private Equity, Hedge Funds, Valuation, Alternative Investments, Equities, Financial Modeling, Investment Banking, Venture Capital, Asset Managment, Due Diligence, Emerging Markets, Equity Research, Fixed Income, Capital Markets, Corporate Finance, Mergers, Financial Analysis, Fund Of Funds, Mergers & Acquisitions, Asset Allocation, Bloomberg, Asset Management, Finance, Management, Investment Management, Risk Management, Strategy, Investment Strategies
Education
Stanford University 1999 — 2006
Doctor of Philosophy (Ph.D.), E-IPER (focus on Energy Economics)
Colgate University 1994 — 1998
A.B., Geology, Economics Minor
Robert C. Lawton, AIF, CRPS Robert C. Lawton, AIF, CRPS's Morgan Stanley Experience 2006 - 2012
Job "Top 100" 401(k) Retirement Plan Investment Advisor | Founder & President, Lawton Retirement Plan Consultants, LLC
Industry Investment Management
Experience
Lawton Retirement Plan Consultants, LLC 2012 - Present
Morgan Stanley 2006 - 2012
Ceridian 1998 - 2006
Three Pillars Senior Living Communities 1996 - 1998
Northwestern Mutual 1990 - 1996
Hewitt Associates 1987 - 1990
Great-West Financial 1985 - 1987
Brock Associates, Inc. 1984 - 1985
Education
College for Financial Planning
Chartered Retirement Plan Specialist (C.R.P.S.)
University of Pittsburgh
Accredited Investment Fiduciary (A.I.F.)
University of Wisconsin-Whitewater
Masters of Business Administration (M.B.A.), Economics
University of Wisconsin-Whitewater
Bachelors of Business Administration (B.B.A.), Finance
Lawton Retirement Plan Consultants, LLC 2012 - Present
Morgan Stanley 2006 - 2012
Ceridian 1998 - 2006
Three Pillars Senior Living Communities 1996 - 1998
Northwestern Mutual 1990 - 1996
Hewitt Associates 1987 - 1990
Great-West Financial 1985 - 1987
Brock Associates, Inc. 1984 - 1985
Education
College for Financial Planning
Chartered Retirement Plan Specialist (C.R.P.S.)
University of Pittsburgh
Accredited Investment Fiduciary (A.I.F.)
University of Wisconsin-Whitewater
Masters of Business Administration (M.B.A.), Economics
University of Wisconsin-Whitewater
Bachelors of Business Administration (B.B.A.), Finance
Marlena Demenus Marlena Demenus's Morgan Stanley Experience 1997 - 2008
Job Principal, Sky Lake Partners
Industry Real Estate
Experience
Sky Lake Partners July 2013 - Present
Nomura Securities September 2013 - October 2014
Barclays February 2010 - September 2013
Morgan Stanley 1997 - 2008
Bear Stearns 1993 - 1995
Skills
Real Estate Investor
Education
The Wharton School, University of Pennsylvania 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
Colgate University 1989 — 1993
Bachelor of Science (BS), Economics
Sky Lake Partners July 2013 - Present
Nomura Securities September 2013 - October 2014
Barclays February 2010 - September 2013
Morgan Stanley 1997 - 2008
Bear Stearns 1993 - 1995
Skills
Real Estate Investor
Education
The Wharton School, University of Pennsylvania 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
Colgate University 1989 — 1993
Bachelor of Science (BS), Economics
David Reiser David Reiser's Morgan Stanley Experience April 2008 - Present
Job Executive Director Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2008 - Present
UBS Wealth Management June 2000 - April 2008
Paine Webber 1994 - 2000
Kidder Peabody 1986 - 1994
Skills
Financial Planning, Portfolio Management, Wealth Management, Asset Management, Retirement Planning, Insurance, Strategic Financial..., Asset Managment, Series 63, Risk Management, Alternative Investments, Equities, Financial Services, Mutual Funds, Investments, Asset Allocation, Securities, Series 7
Education
College for Financial Planning 1989 — 1991
Master of Science (MS), Financial and Estate Planning
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1981 — 1982
MBA, Finance & Marketing
Rensselaer Polytechnic Institute 1977 — 1981
BS, Biomedical Engineering
Joseph Case High School 1974 — 1977
Morgan Stanley April 2008 - Present
UBS Wealth Management June 2000 - April 2008
Paine Webber 1994 - 2000
Kidder Peabody 1986 - 1994
Skills
Financial Planning, Portfolio Management, Wealth Management, Asset Management, Retirement Planning, Insurance, Strategic Financial..., Asset Managment, Series 63, Risk Management, Alternative Investments, Equities, Financial Services, Mutual Funds, Investments, Asset Allocation, Securities, Series 7
Education
College for Financial Planning 1989 — 1991
Master of Science (MS), Financial and Estate Planning
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1981 — 1982
MBA, Finance & Marketing
Rensselaer Polytechnic Institute 1977 — 1981
BS, Biomedical Engineering
Joseph Case High School 1974 — 1977
Dezhi Yu Dezhi Yu's Morgan Stanley Experience June 2015 - Present
Job Analyst at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Skills
Cultural Awareness, Leadership, Event Planning, Public Speaking, Microsoft Office, German
Education
Colgate University 2011 — 2015
Bachelor of Arts, International Relations & Economics, Magna Cum Laude
Albert-Ludwigs-Universität Freiburg im Breisgau 2014 — 2014
Northeast Yucai School 2004 — 2011
Justus-von-Liebig Gymnasium 2009 — 2010
Morgan Stanley June 2015 - Present
Skills
Cultural Awareness, Leadership, Event Planning, Public Speaking, Microsoft Office, German
Education
Colgate University 2011 — 2015
Bachelor of Arts, International Relations & Economics, Magna Cum Laude
Albert-Ludwigs-Universität Freiburg im Breisgau 2014 — 2014
Northeast Yucai School 2004 — 2011
Justus-von-Liebig Gymnasium 2009 — 2010
Jeffrey Hiller Jeffrey Hiller's Morgan Stanley Experience July 2015 - Present
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley July 2015 - Present
JPMorgan Chase & Co. March 2010 - June 2015
JPMorgan Chase June 2007 - March 2010
Skills
Credit Risk, Financial Analysis, Equities, Bloomberg, Fixed Income, Capital Markets, Investment Banking, Series 7, Derivatives, Due Diligence, Microsoft Excel
Education
Colgate University 2003 — 2007
B.A, Economics
Morgan Stanley July 2015 - Present
JPMorgan Chase & Co. March 2010 - June 2015
JPMorgan Chase June 2007 - March 2010
Skills
Credit Risk, Financial Analysis, Equities, Bloomberg, Fixed Income, Capital Markets, Investment Banking, Series 7, Derivatives, Due Diligence, Microsoft Excel
Education
Colgate University 2003 — 2007
B.A, Economics
Colin Sheridan Colin Sheridan's Morgan Stanley Experience September 2014 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Jeffrey Beers International June 2013 - July 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Research, Writing, Cold Calling, Social Media, Journalism
Education
Colgate University 2010 — 2014
Bachelor's degree
Poly Prep Country Day School 2006 — 2010
St. David's School
Morgan Stanley September 2014 - Present
Jeffrey Beers International June 2013 - July 2013
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Research, Writing, Cold Calling, Social Media, Journalism
Education
Colgate University 2010 — 2014
Bachelor's degree
Poly Prep Country Day School 2006 — 2010
St. David's School
Greg Skoric Greg Skoric's Morgan Stanley Experience 2012 - 2015
Job Wealth Planning Specialist at UBS
Industry Investment Management
Experience
Morgan Stanley 2012 - 2015
ICE Exchange (formerly NYBOT) 1986 - 2008
Education
Cornell University
B.S., Economics/Bus. Management
College for Financial Planning
CRPC
Morgan Stanley 2012 - 2015
ICE Exchange (formerly NYBOT) 1986 - 2008
Education
Cornell University
B.S., Economics/Bus. Management
College for Financial Planning
CRPC
Chris Koontz Chris Koontz's Morgan Stanley Experience January 2015 - Present
Job Strategy and Business Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley April 2013 - January 2015
Ernst & Young June 2012 - April 2013
AllianceBernstein June 2010 - May 2012
Skills
Asset Management, Financial Modeling, Financial Analysis, Microsoft Office, Valuation, Strategy, Management, Microsoft Excel, Investments, Fixed Income
Education
Colgate University 2006 — 2010
Bachelor of Arts, Economics, Political Science
Morgan Stanley January 2015 - Present
Morgan Stanley April 2013 - January 2015
Ernst & Young June 2012 - April 2013
AllianceBernstein June 2010 - May 2012
Skills
Asset Management, Financial Modeling, Financial Analysis, Microsoft Office, Valuation, Strategy, Management, Microsoft Excel, Investments, Fixed Income
Education
Colgate University 2006 — 2010
Bachelor of Arts, Economics, Political Science
Jamie Dal Lago Jamie Dal Lago's Morgan Stanley Experience September 2013 - Present
Job Investor Services at Morgan Stanley
Industry Public Relations and Communications
Experience
Morgan Stanley September 2013 - Present
Soho Project June 2012 - August 2012
The Corcoran Group June 2012 - August 2012
PR Consulting June 2011 - August 2011
Citi Habitats June 2009 - August 2009
Nanette Lepore April 2009 - June 2009
Skills
Photoshop, Xcel, Public Relations, Event Management, Facebook, Social Media, Event Planning, Social Media Marketing, PowerPoint, Social Networking, Microsoft Office, Research, Microsoft Excel, InDesign, Public Speaking, Microsoft Word
Education
Colgate University 2009 — 2013
Art History Major, Film and Media Studies Minor
Morristown Beard 2005 — 2009
Morgan Stanley September 2013 - Present
Soho Project June 2012 - August 2012
The Corcoran Group June 2012 - August 2012
PR Consulting June 2011 - August 2011
Citi Habitats June 2009 - August 2009
Nanette Lepore April 2009 - June 2009
Skills
Photoshop, Xcel, Public Relations, Event Management, Facebook, Social Media, Event Planning, Social Media Marketing, PowerPoint, Social Networking, Microsoft Office, Research, Microsoft Excel, InDesign, Public Speaking, Microsoft Word
Education
Colgate University 2009 — 2013
Art History Major, Film and Media Studies Minor
Morristown Beard 2005 — 2009
Paul Koehl Paul Koehl's Morgan Stanley Experience October 2007 - December 2012
Job Amazon Destinations
Industry Computer Software
Experience
Amazon July 2013 - Present
buuteeq™ Inc. January 2013 - July 2013
Morgan Stanley October 2007 - December 2012
Skills
Financial Planning, Estate Planning, Wealth Management, Retirement Income..., Long Term Care, Retirement Planning, Life Insurance, Financial Planners, Strategic Financial..., Financial Advisory, Retirement, Series 7, Long Term Care Insurance, Finance, Customer Service, Sales, Salesforce.com, Management
Education
College for Financial Planning 2009 — 2011
Certified Financial Planner, CFP
Western Washington University 2003 — 2007
Business Administration, Finance
Lake Washington High School 2000 — 2003
Amazon July 2013 - Present
buuteeq™ Inc. January 2013 - July 2013
Morgan Stanley October 2007 - December 2012
Skills
Financial Planning, Estate Planning, Wealth Management, Retirement Income..., Long Term Care, Retirement Planning, Life Insurance, Financial Planners, Strategic Financial..., Financial Advisory, Retirement, Series 7, Long Term Care Insurance, Finance, Customer Service, Sales, Salesforce.com, Management
Education
College for Financial Planning 2009 — 2011
Certified Financial Planner, CFP
Western Washington University 2003 — 2007
Business Administration, Finance
Lake Washington High School 2000 — 2003
Patrick S. O'Connor, CRPC Patrick S. O'Connor, CRPC's Morgan Stanley Experience December 1999 - November 2004
Job Managing Principal, PIM Portfolio Manager at Wells Fargo Advisors Financial Network, LLC. Member SIPC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC. Member SIPC September 2011 - Present
Merrill Lynch November 2004 - September 2011
Morgan Stanley December 1999 - November 2004
Skills
Wealth Management, Estate Planning, Series 7, Management, Personal Financial..., 401k Rollovers, Commercial Lending, Philanthropy, Strategic Planning, Succession Planning, Liability Management, Retirement plans, Corporate Retirement..., Series 3, Private Foundations, Employer Stock Options, Inheritance, Pension Distribution, College Planning, Retirement Income..., Commercial Real Estate..., Commercial Refinancing, Certified Special Needs..., Private Investment..., Wealth Preservation..., Tax-Efficient Strategies, Multigenerational..., Estate Investment..., Deferred Compensation..., Investment Strategies, Asset Allocation, Wealth-Preservation..., Concentrated Stock..., Business-Owner Planning, Businees-Succession..., Risk Management, ALM, Investments, Investment Management, Retirement Planning, FINRA, Real Estate, Wealth, Pensions, Employee Benefits, Series 63, Educational Consulting, Asset Management, Portfolio Management, Financial Advisory
Education
College for Financial Planning
Wells Fargo Advisors Financial Network, LLC. Member SIPC September 2011 - Present
Merrill Lynch November 2004 - September 2011
Morgan Stanley December 1999 - November 2004
Skills
Wealth Management, Estate Planning, Series 7, Management, Personal Financial..., 401k Rollovers, Commercial Lending, Philanthropy, Strategic Planning, Succession Planning, Liability Management, Retirement plans, Corporate Retirement..., Series 3, Private Foundations, Employer Stock Options, Inheritance, Pension Distribution, College Planning, Retirement Income..., Commercial Real Estate..., Commercial Refinancing, Certified Special Needs..., Private Investment..., Wealth Preservation..., Tax-Efficient Strategies, Multigenerational..., Estate Investment..., Deferred Compensation..., Investment Strategies, Asset Allocation, Wealth-Preservation..., Concentrated Stock..., Business-Owner Planning, Businees-Succession..., Risk Management, ALM, Investments, Investment Management, Retirement Planning, FINRA, Real Estate, Wealth, Pensions, Employee Benefits, Series 63, Educational Consulting, Asset Management, Portfolio Management, Financial Advisory
Education
College for Financial Planning
Claude Allison Claude Allison's Morgan Stanley Experience April 1982 - February 2012
Job Senior Vice President| of The Allison Wealth Management Group of Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2012 - Present
Morgan Stanley April 1982 - February 2012
Skills
Securities, Mutual Funds, Asset Allocation, Retirement Planning, Alternative Investments, Investment Strategies, Equities, Financial Services, Retirement, Hedge Funds, Financial Advice, Estate Strategies
Education
College for Financial Planning 1986 — 1989
CFP, Finance
Harding University 1969 — 1972
B.S., Business
Escambia High 1967 — 1969
College Prep
Wells Fargo Advisors February 2012 - Present
Morgan Stanley April 1982 - February 2012
Skills
Securities, Mutual Funds, Asset Allocation, Retirement Planning, Alternative Investments, Investment Strategies, Equities, Financial Services, Retirement, Hedge Funds, Financial Advice, Estate Strategies
Education
College for Financial Planning 1986 — 1989
CFP, Finance
Harding University 1969 — 1972
B.S., Business
Escambia High 1967 — 1969
College Prep
Rachel Steib Rachel Steib's Morgan Stanley Experience May 2015 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Morgan Stanley February 2015 - May 2015
RLM Finsbury 2011 - 2012
Accenture January 1997 - January 2001
Morgan Stanley January 1994 - January 1996
Morgan Stanley January 1992 - January 1994
Education
INSEAD 1996 — 1997
Master of Business Administration (M.B.A.)
Colgate University 1988 — 1992
Bachelor's Degree, Asian Studies/Japanese, 3.8
Morgan Stanley May 2015 - Present
Morgan Stanley February 2015 - May 2015
RLM Finsbury 2011 - 2012
Accenture January 1997 - January 2001
Morgan Stanley January 1994 - January 1996
Morgan Stanley January 1992 - January 1994
Education
INSEAD 1996 — 1997
Master of Business Administration (M.B.A.)
Colgate University 1988 — 1992
Bachelor's Degree, Asian Studies/Japanese, 3.8
Noah Ennis, CFP® AWMA®'s Morgan Stanley Experience April 2015 - Present
Job Financial Advisor with The Millman Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
UBS Financial Services Inc. June 2013 - April 2015
UBS Investment Bank July 2011 - June 2013
Hamilton College Office of Admissions August 2010 - August 2011
Morgan Stanley June 2010 - August 2010
Paloma Partners June 2009 - August 2009
Education
College for Financial Planning 2013 — 2013
AWMA®, Accredited Wealth Management Advisor SM, A
Hamilton College 2007 — 2011
BA, Ecomonics & Hispanic Studies
Morgan Stanley April 2015 - Present
UBS Financial Services Inc. June 2013 - April 2015
UBS Investment Bank July 2011 - June 2013
Hamilton College Office of Admissions August 2010 - August 2011
Morgan Stanley June 2010 - August 2010
Paloma Partners June 2009 - August 2009
Education
College for Financial Planning 2013 — 2013
AWMA®, Accredited Wealth Management Advisor SM, A
Hamilton College 2007 — 2011
BA, Ecomonics & Hispanic Studies
Mimi Dang Mimi Dang's Morgan Stanley Experience June 2012 - August 2012
Job Investment Banking Analyst at Barclays Capital
Industry Investment Banking
Experience
Barclays December 2014 - Present
Guggenheim Securities July 2013 - November 2014
Morgan Stanley June 2012 - August 2012
Skills
Economics, Research, Bloomberg Terminal, Stata, Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Econometrics, R, SAS, Fundraising, VBA, LaTeX, Financial Analysis, Valuation, Financial Modeling, Investments, Analytics, Data Analysis, Statistical Data..., Microsoft Word, Team Leadership, Finance, Corporate Finance, Bloomberg
Education
Colgate University 2009 — 2013
BA, Mathematics and Economics
Woodrow Wilson Senior High School 2005 — 2009
4.3/4.0
Barclays December 2014 - Present
Guggenheim Securities July 2013 - November 2014
Morgan Stanley June 2012 - August 2012
Skills
Economics, Research, Bloomberg Terminal, Stata, Analysis, Microsoft Office, Microsoft Excel, PowerPoint, Econometrics, R, SAS, Fundraising, VBA, LaTeX, Financial Analysis, Valuation, Financial Modeling, Investments, Analytics, Data Analysis, Statistical Data..., Microsoft Word, Team Leadership, Finance, Corporate Finance, Bloomberg
Education
Colgate University 2009 — 2013
BA, Mathematics and Economics
Woodrow Wilson Senior High School 2005 — 2009
4.3/4.0
Christopher Ingemie, CRPC® Christopher Ingemie, CRPC®'s Morgan Stanley Experience May 2007 - January 2009
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2013 - Present
TD Ameritrade April 2010 - September 2013
TD Wealth Management January 2009 - April 2010
Morgan Stanley May 2007 - January 2009
The Ayco Company, L.P. May 2005 - May 2007
Skills
Series 7, Retirement Planning, Customer Service, Sales, Portfolio Management, Portfolio Assessment, Portfolio Performance..., Investments, Mutual Funds, Client Relations Skills, 401k Rollovers, 401k, ETFs, Securities, Asset Allocation, Finance, Financial Analysis, Fixed Annuities, Fixed Income, IRAs, Investment Advisory, Investment Strategies, Retirement, Series 63, Wealth Management, Bonds, Equities, FINRA, Relationship Management
Education
College for Financial Planning 2009 — 2009
Chartered Retirement Planning Counselor
The Sage Colleges-Sage College of Albany 2004 — 2005
Business Administration
College of St. Joseph 2000 — 2002
Bishop Maginn High School 1996 — 2000
TIAA-CREF October 2013 - Present
TD Ameritrade April 2010 - September 2013
TD Wealth Management January 2009 - April 2010
Morgan Stanley May 2007 - January 2009
The Ayco Company, L.P. May 2005 - May 2007
Skills
Series 7, Retirement Planning, Customer Service, Sales, Portfolio Management, Portfolio Assessment, Portfolio Performance..., Investments, Mutual Funds, Client Relations Skills, 401k Rollovers, 401k, ETFs, Securities, Asset Allocation, Finance, Financial Analysis, Fixed Annuities, Fixed Income, IRAs, Investment Advisory, Investment Strategies, Retirement, Series 63, Wealth Management, Bonds, Equities, FINRA, Relationship Management
Education
College for Financial Planning 2009 — 2009
Chartered Retirement Planning Counselor
The Sage Colleges-Sage College of Albany 2004 — 2005
Business Administration
College of St. Joseph 2000 — 2002
Bishop Maginn High School 1996 — 2000
Robert Hart, CFP, ChFC Robert Hart, CFP, ChFC's Morgan Stanley Experience December 2000 - March 2005
Job Certified Financial Planner at Personal Financial Strategies / Sigma
Industry Financial Services
Experience
Personal Financial Strategies / Sigma November 2007 - Present
Trinity Financial Advisors October 2005 - November 2007
Morgan Stanley December 2000 - March 2005
American Express Financial Advisors September 1991 - November 2000
Nuveen Investment Bankers April 1986 - May 1991
Education
Lewis University 1981 — 1985
BA, Finance
College for Financial Planning
CFP
The American College
ChFC & CLU
Personal Financial Strategies / Sigma November 2007 - Present
Trinity Financial Advisors October 2005 - November 2007
Morgan Stanley December 2000 - March 2005
American Express Financial Advisors September 1991 - November 2000
Nuveen Investment Bankers April 1986 - May 1991
Education
Lewis University 1981 — 1985
BA, Finance
College for Financial Planning
CFP
The American College
ChFC & CLU
Nina Walker's Morgan Stanley Experience June 2014 - Present
Job Prime Brokerage Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Viacom June 2012 - August 2012
East Hampton Indoor Tennis Club June 2011 - August 2011
Skills
Series 7, Series 63, Microsoft Office, Social Media, Research, Microsoft Excel, Microsoft Word, PowerPoint, Editing, Data Analysis, Public Speaking
Education
Colgate University 2010 — 2014
Bachelor of Arts (B.A.), History
The Hotchkiss School 2006 — 2010
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Viacom June 2012 - August 2012
East Hampton Indoor Tennis Club June 2011 - August 2011
Skills
Series 7, Series 63, Microsoft Office, Social Media, Research, Microsoft Excel, Microsoft Word, PowerPoint, Editing, Data Analysis, Public Speaking
Education
Colgate University 2010 — 2014
Bachelor of Arts (B.A.), History
The Hotchkiss School 2006 — 2010
Kimberly Rule Kimberly Rule's Morgan Stanley Experience 1997 - 2002
Job Financial Advisor at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. October 2014 - Present
Citi Private Wealth Management February 2013 - October 2014
LPL Financial November 2010 - February 2013
Merrill Lynch February 2009 - November 2010
Banc of America Investments February 2009 - November 2010
Wachovia, A Wells Fargo Company December 2004 - February 2009
Independent Insurance Agent June 2002 - December 2004
Morgan Stanley 1997 - 2002
Exxon Corporation 1990 - 1997
Steak and Ale Restaurant Corporation 1984 - 1989
Skills
Investments, Securities, Retirement, Retirement Planning, High Net Worth..., Insurance, Mutual Funds, Financial Analysis, Wealth, Asset Allocation, Alternative Investments, Credit, Risk Management, Fixed Annuities, Term Life Insurance, Annuities, Bonds, 401k, FINRA, Options, Equities, Long Term Care, IRA's, Fixed Income, Pensions, Investment Strategies, Business Planning, Cash Management, Trading, Customer Relations, Employee Benefits, Compliance, Funding
Education
College for Financial Planning 2002 — 2011
Various
Wells Fargo Advisors, LLC. October 2014 - Present
Citi Private Wealth Management February 2013 - October 2014
LPL Financial November 2010 - February 2013
Merrill Lynch February 2009 - November 2010
Banc of America Investments February 2009 - November 2010
Wachovia, A Wells Fargo Company December 2004 - February 2009
Independent Insurance Agent June 2002 - December 2004
Morgan Stanley 1997 - 2002
Exxon Corporation 1990 - 1997
Steak and Ale Restaurant Corporation 1984 - 1989
Skills
Investments, Securities, Retirement, Retirement Planning, High Net Worth..., Insurance, Mutual Funds, Financial Analysis, Wealth, Asset Allocation, Alternative Investments, Credit, Risk Management, Fixed Annuities, Term Life Insurance, Annuities, Bonds, 401k, FINRA, Options, Equities, Long Term Care, IRA's, Fixed Income, Pensions, Investment Strategies, Business Planning, Cash Management, Trading, Customer Relations, Employee Benefits, Compliance, Funding
Education
College for Financial Planning 2002 — 2011
Various
Jim Travis Jim Travis's Morgan Stanley Experience November 2000 - September 2004
Job First Vice President Wealth Management at UBS CERTIFIED FINANCIAL PLANNER™ and Financial Advisor
Industry Financial Services
Experience
UBS Financial Services Inc. September 2011 - Present
Wells Fargo September 2004 - September 2011
Morgan Stanley November 2000 - September 2004
Merrill Lynch June 1998 - November 2000
Wells Fargo October 1994 - May 1998
Education
Dickinson College 1984 — 1988
BA, Policy & Management Studies/Economics
Temple University - Fox School of Business and Management 1994 — 1997
MBA, Finance
College for Financial Planning 2004 — 2005
CFP, Financial Planning
UBS Financial Services Inc. September 2011 - Present
Wells Fargo September 2004 - September 2011
Morgan Stanley November 2000 - September 2004
Merrill Lynch June 1998 - November 2000
Wells Fargo October 1994 - May 1998
Education
Dickinson College 1984 — 1988
BA, Policy & Management Studies/Economics
Temple University - Fox School of Business and Management 1994 — 1997
MBA, Finance
College for Financial Planning 2004 — 2005
CFP, Financial Planning
Michael J. Pumo, AWMA®, AAMS®'s Morgan Stanley Experience September 2005 - September 2011
Job Riebe Pumo Wealth Management / UBS
Industry Investment Management
Experience
UBS September 2011 - Present
Morgan Stanley September 2005 - September 2011
Lockheed Martin Aeronautics 2001 - 2005
Education
College for Financial Planning
Accredited Wealth Management Advisor, AWMA®
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2001
Bachelor with Honors, Business Administration
College for Financial Planning
Accredited Asset Management Specialist, AAMS®
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.)
College for Financial Planning 2014 — 2015
Accredited Wealth Management Advisor
UBS September 2011 - Present
Morgan Stanley September 2005 - September 2011
Lockheed Martin Aeronautics 2001 - 2005
Education
College for Financial Planning
Accredited Wealth Management Advisor, AWMA®
The University of Texas at Austin - The Red McCombs School of Business 1999 — 2001
Bachelor with Honors, Business Administration
College for Financial Planning
Accredited Asset Management Specialist, AAMS®
University of Phoenix 2003 — 2005
Master of Business Administration (M.B.A.)
College for Financial Planning 2014 — 2015
Accredited Wealth Management Advisor
Lea Ann Knight's Morgan Stanley Experience July 1997 - January 1999
Job Director of Client Management at North American Management
Industry Financial Services
Experience
North American Management Corporation June 2014 - Present
Garrison/Knight Financial Planning June 2009 - June 2014
Edward Jones Investments October 2001 - June 2009
Immersant November 1999 - April 2001
Morgan Stanley July 1997 - January 1999
Deloitte & Touche August 1986 - November 1996
Skills
Financial Services, Investment Banking, Asset Allocation, Investment Advisory, Public Speaking, Estate Planning, Coaching, Strategic Financial..., Employee Benefits, Investments, Wealth Management, Business Planning, Budgets, Certified Financial..., Securities, Leadership, Strategic Planning, Investment Strategies, Asset Management, Private Equity, Mutual Funds, Investment Management, IRAs, Personal Financial..., Equities, Management
Education
Stanford University 1979 — 1983
AB, International Relations
College for Financial Planning
CFP, Certified Financial Planner
University of Oklahoma
Accounting
North American Management Corporation June 2014 - Present
Garrison/Knight Financial Planning June 2009 - June 2014
Edward Jones Investments October 2001 - June 2009
Immersant November 1999 - April 2001
Morgan Stanley July 1997 - January 1999
Deloitte & Touche August 1986 - November 1996
Skills
Financial Services, Investment Banking, Asset Allocation, Investment Advisory, Public Speaking, Estate Planning, Coaching, Strategic Financial..., Employee Benefits, Investments, Wealth Management, Business Planning, Budgets, Certified Financial..., Securities, Leadership, Strategic Planning, Investment Strategies, Asset Management, Private Equity, Mutual Funds, Investment Management, IRAs, Personal Financial..., Equities, Management
Education
Stanford University 1979 — 1983
AB, International Relations
College for Financial Planning
CFP, Certified Financial Planner
University of Oklahoma
Accounting
Wills Hapworth Wills Hapworth's Morgan Stanley Experience May 2008 - May 2009
Job Executive Director at Thought into Action Entrepreneurship Institute
Industry Venture Capital & Private Equity
Experience
Thought into Action Entrepreneurship Institute 2010 - Present
Thought into Action Ventures January 2014 - Present
DarkHorse Investors June 2009 - January 2014
StudySnacks March 2011 - December 2013
Morgan Stanley May 2008 - May 2009
Morgan Stanley May 2006 - May 2008
Colgate University September 2004 - April 2007
Deutsche Bank April 2005 - September 2005
Skills
Financial Analysis, Bloomberg, Non-profits, Research, Start-ups, Leadership, Economics, Hedge Funds, Small Business Creation, Microsoft Excel, Capital IQ, FactSet, SNL Financial, Nonprofits, Entrepreneurship, Strategic Planning, Private Equity, Small Business, Venture Capital, Portfolio Management, Community Outreach, Emerging Markets, Asset Management, Mergers & Acquisitions, Investments, Investment Banking, Financial Modeling, Finance
Education
Colgate University 2003 — 2007
B.A. / Magna Cum Laude, Chinese and Latin American Studies
Associated Colleges in China 2005 — 2006
Study Abroad Language Immersion, Chinese Language and Literature
Phillips Academy (Andover) 1998 — 2002
High School
Thought into Action Entrepreneurship Institute 2010 - Present
Thought into Action Ventures January 2014 - Present
DarkHorse Investors June 2009 - January 2014
StudySnacks March 2011 - December 2013
Morgan Stanley May 2008 - May 2009
Morgan Stanley May 2006 - May 2008
Colgate University September 2004 - April 2007
Deutsche Bank April 2005 - September 2005
Skills
Financial Analysis, Bloomberg, Non-profits, Research, Start-ups, Leadership, Economics, Hedge Funds, Small Business Creation, Microsoft Excel, Capital IQ, FactSet, SNL Financial, Nonprofits, Entrepreneurship, Strategic Planning, Private Equity, Small Business, Venture Capital, Portfolio Management, Community Outreach, Emerging Markets, Asset Management, Mergers & Acquisitions, Investments, Investment Banking, Financial Modeling, Finance
Education
Colgate University 2003 — 2007
B.A. / Magna Cum Laude, Chinese and Latin American Studies
Associated Colleges in China 2005 — 2006
Study Abroad Language Immersion, Chinese Language and Literature
Phillips Academy (Andover) 1998 — 2002
High School
Bob Austrian Bob Austrian's Morgan Stanley Experience 1993 - 1996
Job Portfolio Manager / Product Specialist at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman December 2011 - Present
SBIR Ventures November 2006 - December 2011
National Science Foundation January 2010 - November 2011
Larta Institute January 2009 - November 2011
Qube Learning May 2009 - March 2011
eHuman January 2007 - December 2008
Banc of America Securities January 1996 - April 2004
Montgomery Securities 1996 - 2004
Morgan Stanley 1993 - 1996
Lehman Brothers 1991 - 1993
Skills
Start-ups, Strategy, Venture Capital, Business Strategy, SaaS, Management, Entrepreneurship, Private Equity, Product Management, Enterprise Software, Analysis, Financial Modeling, Management Consulting, Process Improvement, Leadership, Financial Analysis, Executive Management, Business Development, Equities, Consulting, Mergers & Acquisitions, Portfolio Management, Investments, Strategic Partnerships, Corporate Development, Competitive Analysis, Finance
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Finance, Honors
Colgate University 1981 — 1985
MA, Economics
Loomis Chaffee 1978 — 1981
Neuberger Berman December 2011 - Present
SBIR Ventures November 2006 - December 2011
National Science Foundation January 2010 - November 2011
Larta Institute January 2009 - November 2011
Qube Learning May 2009 - March 2011
eHuman January 2007 - December 2008
Banc of America Securities January 1996 - April 2004
Montgomery Securities 1996 - 2004
Morgan Stanley 1993 - 1996
Lehman Brothers 1991 - 1993
Skills
Start-ups, Strategy, Venture Capital, Business Strategy, SaaS, Management, Entrepreneurship, Private Equity, Product Management, Enterprise Software, Analysis, Financial Modeling, Management Consulting, Process Improvement, Leadership, Financial Analysis, Executive Management, Business Development, Equities, Consulting, Mergers & Acquisitions, Portfolio Management, Investments, Strategic Partnerships, Corporate Development, Competitive Analysis, Finance
Education
New York University - Leonard N. Stern School of Business 1989 — 1991
MBA, Finance, Honors
Colgate University 1981 — 1985
MA, Economics
Loomis Chaffee 1978 — 1981
Ian DeGroot Ian DeGroot's Morgan Stanley Experience January 2015 - Present
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
University of Vermont January 1999 - July 2007
Education
College for Financial Planning 1994 — 1996
CFP designation, Financial Planning and Services
University of Vermont 1975 — 1979
Bachelor of Science (BS), Education
Morgan Stanley January 2015 - Present
University of Vermont January 1999 - July 2007
Education
College for Financial Planning 1994 — 1996
CFP designation, Financial Planning and Services
University of Vermont 1975 — 1979
Bachelor of Science (BS), Education
Jason Oberg Jason Oberg's Morgan Stanley Experience August 2009 - July 2010
Job Institutional Client Relationship Manager at BlackRock
Industry Investment Management
Experience
BlackRock June 2014 - Present
Tuck School of Business at Dartmouth College July 2012 - June 2014
J.P. Morgan June 2013 - August 2013
Bernstein Global Wealth Management July 2010 - July 2012
Morgan Stanley August 2009 - July 2010
Goldman Sachs June 2008 - August 2008
Skills
Wealth Management..., Investments, Asset Allocation, Alternative Investments, Bloomberg, Hedge Funds, Valuation, Fixed Income, Asset Management, Capital Markets, Due Diligence, Financial Analysis, Financial Modeling, Equities, Wealth Management, Portfolio Management
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.)
Colgate University 2005 — 2009
Bachelor's Degree
Weston High School
BlackRock June 2014 - Present
Tuck School of Business at Dartmouth College July 2012 - June 2014
J.P. Morgan June 2013 - August 2013
Bernstein Global Wealth Management July 2010 - July 2012
Morgan Stanley August 2009 - July 2010
Goldman Sachs June 2008 - August 2008
Skills
Wealth Management..., Investments, Asset Allocation, Alternative Investments, Bloomberg, Hedge Funds, Valuation, Fixed Income, Asset Management, Capital Markets, Due Diligence, Financial Analysis, Financial Modeling, Equities, Wealth Management, Portfolio Management
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (M.B.A.)
Colgate University 2005 — 2009
Bachelor's Degree
Weston High School
Katie Fell's Morgan Stanley Experience June 2015 - Present
Job Institutional Equities Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Coho Partners, Ltd. July 2013 - August 2013
Cashman & Associates Public Relations & Special Events June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Powerpoint, Press Releases, PowerPoint, Marketing, Spanish, Microsoft Word, Series 7, Series 63
Education
Colgate University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Magna Cum Laude
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2013
Business Bridge Program
New York University 2013 — 2013
Study Abroad Program in Prague, Czech Republic
The Episcopal Academy 1997 — 2011
Diploma, Cum Laude
Morgan Stanley June 2015 - Present
Morgan Stanley June 2014 - August 2014
Coho Partners, Ltd. July 2013 - August 2013
Cashman & Associates Public Relations & Special Events June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Powerpoint, Press Releases, PowerPoint, Marketing, Spanish, Microsoft Word, Series 7, Series 63
Education
Colgate University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Magna Cum Laude
Dartmouth College - The Tuck School of Business at Dartmouth 2013 — 2013
Business Bridge Program
New York University 2013 — 2013
Study Abroad Program in Prague, Czech Republic
The Episcopal Academy 1997 — 2011
Diploma, Cum Laude
Satish Survanshi CFP® AIF® Satish Survanshi CFP® AIF®'s Morgan Stanley Experience August 1981 - January 2010
Job Managing Director at CIC Wealth
Industry Financial Services
Experience
CIC Wealth January 2010 - Present
Morgan Stanley August 1981 - January 2010
Booz Allen Hamilton August 1976 - August 1981
Skills
Wealth Management, Investments, Securities, Financial Services, Wealth, Management, FINRA, Retirement Planning, Portfolio Management, Strategic Financial..., Asset Management, Series 7
Education
Massachusetts Institute of Technology 1970 — 1972
Master's degree, Mechanical Engineering
College for Financial Planning 1983 — 1984
Certified Financial Planner, Financial Planning
College of Engineering Pune 1965 — 1969
Bachelor's degree, Mechanical Engineering
CIC Wealth January 2010 - Present
Morgan Stanley August 1981 - January 2010
Booz Allen Hamilton August 1976 - August 1981
Skills
Wealth Management, Investments, Securities, Financial Services, Wealth, Management, FINRA, Retirement Planning, Portfolio Management, Strategic Financial..., Asset Management, Series 7
Education
Massachusetts Institute of Technology 1970 — 1972
Master's degree, Mechanical Engineering
College for Financial Planning 1983 — 1984
Certified Financial Planner, Financial Planning
College of Engineering Pune 1965 — 1969
Bachelor's degree, Mechanical Engineering
John G. Lane John G. Lane's Morgan Stanley Experience June 2000 - August 2000
Job Vice President Sales and Business Development at FileString
Industry Internet
Experience
FileString 2014 - Present
SpiderOak 2012 - 2014
Reputation.com 2011 - 2012
Cascade Capital Management 2010 - 2011
Banc of America Leasing 2001 - 2009
Bank of America Leasing & Capital 2001 - 2009
Morgan Stanley June 2000 - August 2000
Greenwich Associates 1995 - 2000
Skills
Project Finance, New Business Development, Start-ups, Business Development, Relationship Management, SaaS, Venture Capital, Business Strategy, Strategic Partnerships, E-commerce, Entrepreneurship, Cloud Computing, CRM, Management, Financial Services, Executive Management, Credit
Education
Colgate University 1991 — 1995
Bachelor of Arts, Philosophy & Economics
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
MBA, Finance, Entrepreneurship
Deerfield Academy
FileString 2014 - Present
SpiderOak 2012 - 2014
Reputation.com 2011 - 2012
Cascade Capital Management 2010 - 2011
Banc of America Leasing 2001 - 2009
Bank of America Leasing & Capital 2001 - 2009
Morgan Stanley June 2000 - August 2000
Greenwich Associates 1995 - 2000
Skills
Project Finance, New Business Development, Start-ups, Business Development, Relationship Management, SaaS, Venture Capital, Business Strategy, Strategic Partnerships, E-commerce, Entrepreneurship, Cloud Computing, CRM, Management, Financial Services, Executive Management, Credit
Education
Colgate University 1991 — 1995
Bachelor of Arts, Philosophy & Economics
Vanderbilt University - Owen Graduate School of Management 1999 — 2001
MBA, Finance, Entrepreneurship
Deerfield Academy
Douglas J. Sweeney, CRPC® Douglas J. Sweeney, CRPC®'s Morgan Stanley Experience October 1996 - January 1998
Job Partner at The Philadelphia Group Wealth Management
Industry Financial Services
Experience
The Philadelphia Group December 2010 - Present
Wells Fargo Advisors February 2006 - December 2010
PNC Investments January 1998 - February 2006
Morgan Stanley October 1996 - January 1998
Vanguard October 1995 - October 1996
U.S. Congress, Congressman F. James Sensenbrenner September 1993 - October 1995
Skills
Estate Planning, Financial Planning, Retirement Planning, Series 7, Wealth Management, Investments, Asset Management, Portfolio Management, Asset Allocation, Insurance, Mutual Funds, Long Term Care, Retirement Income..., Annuities, 401k, Financial Advisory
Education
College for Financial Planning 2010 — 2011
CRPC
Villanova University 1989 — 1993
BA, Political Science
The Philadelphia Group December 2010 - Present
Wells Fargo Advisors February 2006 - December 2010
PNC Investments January 1998 - February 2006
Morgan Stanley October 1996 - January 1998
Vanguard October 1995 - October 1996
U.S. Congress, Congressman F. James Sensenbrenner September 1993 - October 1995
Skills
Estate Planning, Financial Planning, Retirement Planning, Series 7, Wealth Management, Investments, Asset Management, Portfolio Management, Asset Allocation, Insurance, Mutual Funds, Long Term Care, Retirement Income..., Annuities, 401k, Financial Advisory
Education
College for Financial Planning 2010 — 2011
CRPC
Villanova University 1989 — 1993
BA, Political Science
Susan E Edwards Susan E Edwards's Morgan Stanley Experience January 1977 - December 2009
Job Chair & CoFounder, Neighborhoods Connect
Industry Nonprofit Organization Management
Experience
Neighborhoods Connect June 2014 - Present
AZ Images, LLC June 2008 - Present
Morgan Stanley January 1977 - December 2009
Skills
Wealth Management, Strategic Planning, Retirement Planning, Asset Allocation, Photography, Finance, Non-profit Board..., Board Governance, Behavioral Health
Education
Mount Holyoke College 1964 — 1968
Bachelor of Arts (B.A.), Triple Major
College for Financial Planning 1980 — 1982
CERTIFIED FINANCIAL PLANNER
Neighborhoods Connect June 2014 - Present
AZ Images, LLC June 2008 - Present
Morgan Stanley January 1977 - December 2009
Skills
Wealth Management, Strategic Planning, Retirement Planning, Asset Allocation, Photography, Finance, Non-profit Board..., Board Governance, Behavioral Health
Education
Mount Holyoke College 1964 — 1968
Bachelor of Arts (B.A.), Triple Major
College for Financial Planning 1980 — 1982
CERTIFIED FINANCIAL PLANNER
Matthew Turnbull, CIMA, CMFC (313) 410-7017's Morgan Stanley Experience June 2002 - 2007
Job Director, Wealth Management Investment Specialist at TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
PNC Institutional Investments April 2012 - February 2014
Morgan Stanley Smith Barney June 2010 - December 2011
Morgan Stanley Smith Barney June 2007 - June 2010
Morgan Stanley June 2002 - 2007
Morgan Stanley June 2000 - June 2002
H&R Block Financial Advisors June 1994 - May 2000
U.S. Army/Michigan National Guard January 1987 - January 1993
Skills
Asset Allocation, Asset Management, Series 7, Wealth Management, Mutual Funds, Sales Management, Series 24, New Business Development, Business Strategy, Change Management, Alternative Investments, Separately Managed..., Series 3, Series 8, Fixed Income, Team Building, Risk Management, Fiduciary Liability, Direct Sales, mutual fund sales, Wire House Branch..., Wholesale Sales, Wholesaling, Pension Systems, Pensions, Pension Funds, Community Foundations, Foundation investment, Private Foundations, Endowment Funds, Trust Management, Institutional..., Taft-Hartley, Nonprofits
Education
Michigan State University 1986 — 1992
BS, Multi-Disciplinary Program
University of Pennsylvania-Wharton School 2007 — 2008
Certified Investment Manager Analyst, Executive Education
College for Financial Planning 2009 — 2009
CMFC-Chartered Mutual Fund Counselor
GP South 1982 — 1986
TIAA-CREF March 2014 - Present
PNC Institutional Investments April 2012 - February 2014
Morgan Stanley Smith Barney June 2010 - December 2011
Morgan Stanley Smith Barney June 2007 - June 2010
Morgan Stanley June 2002 - 2007
Morgan Stanley June 2000 - June 2002
H&R Block Financial Advisors June 1994 - May 2000
U.S. Army/Michigan National Guard January 1987 - January 1993
Skills
Asset Allocation, Asset Management, Series 7, Wealth Management, Mutual Funds, Sales Management, Series 24, New Business Development, Business Strategy, Change Management, Alternative Investments, Separately Managed..., Series 3, Series 8, Fixed Income, Team Building, Risk Management, Fiduciary Liability, Direct Sales, mutual fund sales, Wire House Branch..., Wholesale Sales, Wholesaling, Pension Systems, Pensions, Pension Funds, Community Foundations, Foundation investment, Private Foundations, Endowment Funds, Trust Management, Institutional..., Taft-Hartley, Nonprofits
Education
Michigan State University 1986 — 1992
BS, Multi-Disciplinary Program
University of Pennsylvania-Wharton School 2007 — 2008
Certified Investment Manager Analyst, Executive Education
College for Financial Planning 2009 — 2009
CMFC-Chartered Mutual Fund Counselor
GP South 1982 — 1986
Alana Elsner Alana Elsner's Morgan Stanley Experience June 2012 - August 2012
Job Advisor, PBM at CVS Caremark Corporation
Industry Financial Services
Experience
CVS Caremark Corporation July 2013 - Present
Morgan Stanley June 2012 - August 2012
Bloomberg January 2010 - August 2011
Bloomberg March 2009 - January 2010
Bloomberg LP June 2007 - March 2009
Skills
Bloomberg, Business Development, Portfolio Management, Commodity, Market Research, Investments
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Colgate University 2003 — 2007
BA, English, Political Science
Benet Academy 1999 — 2003
CVS Caremark Corporation July 2013 - Present
Morgan Stanley June 2012 - August 2012
Bloomberg January 2010 - August 2011
Bloomberg March 2009 - January 2010
Bloomberg LP June 2007 - March 2009
Skills
Bloomberg, Business Development, Portfolio Management, Commodity, Market Research, Investments
Education
The University of Chicago - Booth School of Business 2011 — 2013
Master of Business Administration (MBA), Accounting and Finance
Colgate University 2003 — 2007
BA, English, Political Science
Benet Academy 1999 — 2003
Michael P. Duprey's Morgan Stanley Experience June 1999 - September 2001
Job
Industry Financial Services
Experience
1st Portfolio Wealth Advisors July 2012 - Present
Bluemont Capital Advisors, LLC March 2011 - May 2012
Charles Schwab September 2001 - March 2011
Morgan Stanley June 1999 - September 2001
University of Michigan 1995 - 1999
Skills
Wealth Management, Retirement Planning, Investments, Estate Planning, Financial Advisory, Portfolio Management, Asset Allocation, Financial Services, Finance, Financial Planning, Securities, Asset Management, Series 7, Equities
Education
College for Financial Planning 2006 — 2007
CFP
Wayne State University 1996 — 1999
Masters
University of Iowa 1991 — 1994
Bachelor's
1st Portfolio Wealth Advisors July 2012 - Present
Bluemont Capital Advisors, LLC March 2011 - May 2012
Charles Schwab September 2001 - March 2011
Morgan Stanley June 1999 - September 2001
University of Michigan 1995 - 1999
Skills
Wealth Management, Retirement Planning, Investments, Estate Planning, Financial Advisory, Portfolio Management, Asset Allocation, Financial Services, Finance, Financial Planning, Securities, Asset Management, Series 7, Equities
Education
College for Financial Planning 2006 — 2007
CFP
Wayne State University 1996 — 1999
Masters
University of Iowa 1991 — 1994
Bachelor's
Charles Todd Charles Todd's Morgan Stanley Experience July 1980 - August 2006
Job Senior Vice President Investments at UBS
Industry Financial Services
Experience
UBS Financial Services, Inc July 2006 - Present
Boys & Girls Club 2007 - 2011
Morgan Stanley July 1980 - August 2006
Education
Indiana University Bloomington 1976 — 1979
BS, Business
University of Pennsylvania - The Wharton School 1988 — 1989
CIMA, Business
College for Financial Planning 1985 — 1987
CFP, Business
Vincennes University 1974 — 1976
Associate, Business
UBS Financial Services, Inc July 2006 - Present
Boys & Girls Club 2007 - 2011
Morgan Stanley July 1980 - August 2006
Education
Indiana University Bloomington 1976 — 1979
BS, Business
University of Pennsylvania - The Wharton School 1988 — 1989
CIMA, Business
College for Financial Planning 1985 — 1987
CFP, Business
Vincennes University 1974 — 1976
Associate, Business
Diana Tidd Diana Tidd's Morgan Stanley Experience August 1999 - November 2007
Job Managing Director, Business Management at MSCI Inc.
Industry Computer Software
Experience
MSCI Inc. October 2011 - Present
MSCI Inc. November 2007 - July 2010
Morgan Stanley August 1999 - November 2007
Brown Brothers Harriman November 1994 - July 1999
Bankers Trust September 1991 - July 1993
Skills
Financial Services, Sales Management, Marketing Strategy, Equities, Sales
Education
Stanford University 1993 — 1994
M.A.
Colgate University 1988 — 1991
B.A., Political Science
MSCI Inc. October 2011 - Present
MSCI Inc. November 2007 - July 2010
Morgan Stanley August 1999 - November 2007
Brown Brothers Harriman November 1994 - July 1999
Bankers Trust September 1991 - July 1993
Skills
Financial Services, Sales Management, Marketing Strategy, Equities, Sales
Education
Stanford University 1993 — 1994
M.A.
Colgate University 1988 — 1991
B.A., Political Science
Craig Lestner's Morgan Stanley Experience June 1999 - January 2005
Job Vice President Financial Consultant at The Legacy Group, Inc.
Industry Financial Services
Experience
The Legacy Group, Inc. January 2005 - Present
Towson University Hillel May 2012 - Present
Morgan Stanley June 1999 - January 2005
Skills
401k, Budgets, Finance, Financial Services, Investment Advisory, Investments, Managerial Finance, Mutual Funds, Portfolio Management, Strategic Financial..., Wealth Management, Series 7, Retirement Planning, Series 63, Retirement, Financial Planning, Insurance, Asset Allocation, Asset Management
Education
College for Financial Planning 2011 — 2014
Financial Planning, CFP® Certifcation Professional Education Program, Coursework completed
Towson University 1995 — 1999
Finance, Business Administration and Management, General
The Legacy Group, Inc. January 2005 - Present
Towson University Hillel May 2012 - Present
Morgan Stanley June 1999 - January 2005
Skills
401k, Budgets, Finance, Financial Services, Investment Advisory, Investments, Managerial Finance, Mutual Funds, Portfolio Management, Strategic Financial..., Wealth Management, Series 7, Retirement Planning, Series 63, Retirement, Financial Planning, Insurance, Asset Allocation, Asset Management
Education
College for Financial Planning 2011 — 2014
Financial Planning, CFP® Certifcation Professional Education Program, Coursework completed
Towson University 1995 — 1999
Finance, Business Administration and Management, General
Roger Boyd, CFP Roger Boyd, CFP's Morgan Stanley Experience December 1981 - February 2008
Job Senior Vice PresidentWealth Management & Portfolio ManagerPortfolio Management Program at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS February 2008 - Present
Morgan Stanley December 1981 - February 2008
Merrill Lynch June 1980 - November 1981
Skills
Customized Portfolio..., Tactical Asset..., Risk Averse Investing, Wealth Management, Estate Planning, Wealth Transfer Planning, Wealth Protection..., Charitable Gift Planning, Retirement Planning, Retirement Income..., Tax Planning, Business Succession..., 401(k) & Other..., Series 7, Series 63
Education
Wharton School, University of Pennsylvania 1998 — 1999
Investment Consultant, Portfolio Management
College for Financial Planning 1990 — 1992
Certified Financial Planner, Financial Planning and Services
Gannon University 1972 — 1976
Bachelor of Science (BS), Accounting and Finance
Cochranton Jr. Sr. HS 1968 — 1972
College Prep
UBS February 2008 - Present
Morgan Stanley December 1981 - February 2008
Merrill Lynch June 1980 - November 1981
Skills
Customized Portfolio..., Tactical Asset..., Risk Averse Investing, Wealth Management, Estate Planning, Wealth Transfer Planning, Wealth Protection..., Charitable Gift Planning, Retirement Planning, Retirement Income..., Tax Planning, Business Succession..., 401(k) & Other..., Series 7, Series 63
Education
Wharton School, University of Pennsylvania 1998 — 1999
Investment Consultant, Portfolio Management
College for Financial Planning 1990 — 1992
Certified Financial Planner, Financial Planning and Services
Gannon University 1972 — 1976
Bachelor of Science (BS), Accounting and Finance
Cochranton Jr. Sr. HS 1968 — 1972
College Prep
Sean Carrigan's Morgan Stanley Experience November 2007 - July 2013
Job Associate at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company August 2015 - Present
Morgan Stanley November 2007 - July 2013
Skills
Series 63, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Hedge Funds
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Colgate University 2003 — 2007
Bachelor of Arts (BA), Economics
McKinsey & Company August 2015 - Present
Morgan Stanley November 2007 - July 2013
Skills
Series 63, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Hedge Funds
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Colgate University 2003 — 2007
Bachelor of Arts (BA), Economics
Lawrence Halpern, CFE Lawrence Halpern, CFE's Morgan Stanley Experience October 2005 - December 2008
Job Founder & CCO Brick House Asset Management LLC
Industry Financial Services
Experience
Brick House Asset Management LLC January 2010 - Present
Morgan Stanley October 2005 - December 2008
Tucker Anthony/RBC Dain Rauscher August 1997 - May 2005
Lehman Brothers January 1984 - August 1997
Lehman Brothers January 1984 - January 1991
Merrill Lynch January 1978 - March 1984
Skills
Investments, Asset Managment, Portfolio Management, Asset Allocation, Securities, Investment Management, Investment Advisory, Risk Management, Financial Services, Strategic Financial..., Financial Advisory, Trading, FINRA, Fixed Income, Equities, Options, Asset Management, Wealth Management, Alternative Investments, Hedge Funds, Series 7, Mutual Funds, Capital Markets, Series 63, Investment Strategies, Bonds, Trading Systems, Derivatives, Equity Trading, Electronic Trading, Finance, ETFs, Series 65, Arbitration, Retirement Planning, Financial Markets, Private Equity
Education
Colgate University 1968 — 1972
BA, English and Spanish
Brick House Asset Management LLC January 2010 - Present
Morgan Stanley October 2005 - December 2008
Tucker Anthony/RBC Dain Rauscher August 1997 - May 2005
Lehman Brothers January 1984 - August 1997
Lehman Brothers January 1984 - January 1991
Merrill Lynch January 1978 - March 1984
Skills
Investments, Asset Managment, Portfolio Management, Asset Allocation, Securities, Investment Management, Investment Advisory, Risk Management, Financial Services, Strategic Financial..., Financial Advisory, Trading, FINRA, Fixed Income, Equities, Options, Asset Management, Wealth Management, Alternative Investments, Hedge Funds, Series 7, Mutual Funds, Capital Markets, Series 63, Investment Strategies, Bonds, Trading Systems, Derivatives, Equity Trading, Electronic Trading, Finance, ETFs, Series 65, Arbitration, Retirement Planning, Financial Markets, Private Equity
Education
Colgate University 1968 — 1972
BA, English and Spanish
Wendy Cain's Morgan Stanley Experience July 1985 - August 2005
Job Financial Advisor, Branch Manager
Industry Financial Services
Experience
Western Community Financial August 2005 - Present
LPL Financial 2005 - 2014
Morgan Stanley July 1985 - August 2005
Skills
Retirement Planning, Investments, Financial Advisory, Finance, Management, FINRA, Recruiting, Series 7, Wealth Management, Retirement, Investment Advisory, Series 63, Mutual Funds, Series 24
Education
College for Financial Planning 1990 — 1991
Certified Financial Planner, Investments, Estate Planning, Insurance Planning
Oklahoma State University 1975 — 1981
MBA, Finance and Statistics
Western Community Financial August 2005 - Present
LPL Financial 2005 - 2014
Morgan Stanley July 1985 - August 2005
Skills
Retirement Planning, Investments, Financial Advisory, Finance, Management, FINRA, Recruiting, Series 7, Wealth Management, Retirement, Investment Advisory, Series 63, Mutual Funds, Series 24
Education
College for Financial Planning 1990 — 1991
Certified Financial Planner, Investments, Estate Planning, Insurance Planning
Oklahoma State University 1975 — 1981
MBA, Finance and Statistics
Jason Klemanski Jason Klemanski's Morgan Stanley Experience August 1999 - December 2000
Job Director, Digital Strategy & Marketing at John Hancock Insurance
Industry Investment Management
Experience
John Hancock Financial Services August 2015 - Present
John Hancock Financial Services March 2015 - Present
Eaton Vance July 2010 - February 2015
How2Heroes November 2009 - June 2010
Unicast March 2005 - June 2009
GHA, LLC July 2001 - March 2005
Susquehanna International Group, LLP (SIG) February 2001 - July 2001
Morgan Stanley August 1999 - December 2000
Skills
Digital Marketing, SEM, SEO, Web Design, Web Analytics, Advertising, Online Advertising, Social Media, Fixed Income, Equities, Content Marketing, Digital Strategy, E-commerce, Marketing, Strategy, Social Media Marketing, Analytics, ETFs
Education
Colgate University 1995 — 1999
Bachelor of Arts (B.A.)
John Hancock Financial Services August 2015 - Present
John Hancock Financial Services March 2015 - Present
Eaton Vance July 2010 - February 2015
How2Heroes November 2009 - June 2010
Unicast March 2005 - June 2009
GHA, LLC July 2001 - March 2005
Susquehanna International Group, LLP (SIG) February 2001 - July 2001
Morgan Stanley August 1999 - December 2000
Skills
Digital Marketing, SEM, SEO, Web Design, Web Analytics, Advertising, Online Advertising, Social Media, Fixed Income, Equities, Content Marketing, Digital Strategy, E-commerce, Marketing, Strategy, Social Media Marketing, Analytics, ETFs
Education
Colgate University 1995 — 1999
Bachelor of Arts (B.A.)
Lisa Lacayo Lisa Lacayo's Morgan Stanley Experience June 2012 - Present
Job Wealth Management
Industry Financial Services
Experience
Morgan Stanley June 2012 - Present
Merrill Lynch May 2005 - June 2012
ABN AMRO Bank N.V. May 2004 - May 2005
Skills
Asset Allocation, Wealth Management, Mutual Funds, Series 63, Alternative Investments, Retirement Planning, Equities, Portfolio Management, Fixed Income, Investment Advisory, Uniform Combined State..., Investment Strategies, Financial Modeling, Strategic Financial..., Hedge Funds, Bloomberg
Education
College for Financial Planning 2006 — 2006
Chartered Retirement Planning Counselor, Financial Planning and Services
Purdue University 2000 — 2004
Bachelor's degree, Finance, General
Morgan Stanley June 2012 - Present
Merrill Lynch May 2005 - June 2012
ABN AMRO Bank N.V. May 2004 - May 2005
Skills
Asset Allocation, Wealth Management, Mutual Funds, Series 63, Alternative Investments, Retirement Planning, Equities, Portfolio Management, Fixed Income, Investment Advisory, Uniform Combined State..., Investment Strategies, Financial Modeling, Strategic Financial..., Hedge Funds, Bloomberg
Education
College for Financial Planning 2006 — 2006
Chartered Retirement Planning Counselor, Financial Planning and Services
Purdue University 2000 — 2004
Bachelor's degree, Finance, General
Jason Haboush Jason Haboush's Morgan Stanley Experience April 2003 - April 2014
Job
Industry Financial Services
Experience
Fidelity Investments May 2015 - Present
LPL Financial April 2014 - May 2015
Morgan Stanley April 2003 - April 2014
A.G. Edwards & Sons, Inc. (Wells Fargo) 2001 - 2003
Ohio Kentucky Oil Corp. 1997 - 2001
Skills
401k, Series 7, Retirement Planning, Training, Financial Advisory, Asset Allocation, Finance, Mutual Funds, Portfolio Management, Alternative Investments, Securities, FINRA, Series 63, Private Placements, Investment Advisory, Life Insurance, Investment Strategies, Series 65, Wealth Management, Mortgage Lending, Investments, Financial Analysis, Equities, Asset Management, Uniform Combined State..., Investment Management, Strategic Financial..., Fixed Annuities, Wealth Management..., Financial Services, Fixed Income, Insurance, Retirement, Estate Planning, Separately Managed..., IRAs, 401k Rollovers, Term Life Insurance, ETFs, Trading, Wealth, Financial Modeling, High Net Worth..., Bonds, Wealth Accumulation, Risk Management, Pensions, Financial Goals, Trusts, Management
Education
College for Financial Planning
Finance and Financial Management Services
University of Kentucky
Bachelor of Science : Software Engineering, Minor : Mathematical Science, Minor : Business Managment
Fidelity Investments May 2015 - Present
LPL Financial April 2014 - May 2015
Morgan Stanley April 2003 - April 2014
A.G. Edwards & Sons, Inc. (Wells Fargo) 2001 - 2003
Ohio Kentucky Oil Corp. 1997 - 2001
Skills
401k, Series 7, Retirement Planning, Training, Financial Advisory, Asset Allocation, Finance, Mutual Funds, Portfolio Management, Alternative Investments, Securities, FINRA, Series 63, Private Placements, Investment Advisory, Life Insurance, Investment Strategies, Series 65, Wealth Management, Mortgage Lending, Investments, Financial Analysis, Equities, Asset Management, Uniform Combined State..., Investment Management, Strategic Financial..., Fixed Annuities, Wealth Management..., Financial Services, Fixed Income, Insurance, Retirement, Estate Planning, Separately Managed..., IRAs, 401k Rollovers, Term Life Insurance, ETFs, Trading, Wealth, Financial Modeling, High Net Worth..., Bonds, Wealth Accumulation, Risk Management, Pensions, Financial Goals, Trusts, Management
Education
College for Financial Planning
Finance and Financial Management Services
University of Kentucky
Bachelor of Science : Software Engineering, Minor : Mathematical Science, Minor : Business Managment
Jim Moultrup Jim Moultrup's Morgan Stanley Experience June 1992 - January 2000
Job President, MS, CFP® at Moultrup Financial
Industry Financial Services
Experience
Moultrup Financial January 2002 - Present
A.G. Edwards January 2000 - January 2002
Morgan Stanley June 1992 - January 2000
University of Utah, Graduate School of Business, SBDC 1988 - 1992
Brazilian Start Up 1987 - 1988
Management Perspectives Group 1986 - 1987
Danco Metal Products 1984 - 1985
Skills
Personal Financial..., Investments, Investment and..., Portfolio Optimization..., Dividend Stocks, Business Strategy, Demographic Trends, Online Research, Public Speaking, Author, Seminar Presentation, Market Forecasting and..., Series 24: Registered..., Series 7: Registered..., Insurance Licensed:..., Job Design and..., Computerized Quality..., Analysis of Fiscal and..., Motivation and...
Education
College for Financial Planning 1994 — 1995
Certified Financial Planner Education Program
University of Utah 1982 — 1984
Master of Science, Financial Economics
University of Utah 1978 — 1982
B.S., Financial Economics
Moultrup Financial January 2002 - Present
A.G. Edwards January 2000 - January 2002
Morgan Stanley June 1992 - January 2000
University of Utah, Graduate School of Business, SBDC 1988 - 1992
Brazilian Start Up 1987 - 1988
Management Perspectives Group 1986 - 1987
Danco Metal Products 1984 - 1985
Skills
Personal Financial..., Investments, Investment and..., Portfolio Optimization..., Dividend Stocks, Business Strategy, Demographic Trends, Online Research, Public Speaking, Author, Seminar Presentation, Market Forecasting and..., Series 24: Registered..., Series 7: Registered..., Insurance Licensed:..., Job Design and..., Computerized Quality..., Analysis of Fiscal and..., Motivation and...
Education
College for Financial Planning 1994 — 1995
Certified Financial Planner Education Program
University of Utah 1982 — 1984
Master of Science, Financial Economics
University of Utah 1978 — 1982
B.S., Financial Economics
Caroline Johnson Caroline Johnson's Morgan Stanley Experience January 2009 - February 2014
Job Strategic Communications Consultant
Industry Marketing and Advertising
Experience
Self Employed April 2014 - Present
Morgan Stanley January 2009 - February 2014
Smith Barney September 2006 - January 2009
Salomon Brothers 1982 - 1992
Barron's 1980 - 1982
Skills
Strategic Planning, Marketing, Creative Direction, Newsletters, Marketing Communications, Internal Communications, Integrated Marketing
Education
Columbia University in the City of New York 2009 — 2014
Master's Degree, Strategic Communications
Colgate University 1974 — 1978
BA, Political Philosophy
Self Employed April 2014 - Present
Morgan Stanley January 2009 - February 2014
Smith Barney September 2006 - January 2009
Salomon Brothers 1982 - 1992
Barron's 1980 - 1982
Skills
Strategic Planning, Marketing, Creative Direction, Newsletters, Marketing Communications, Internal Communications, Integrated Marketing
Education
Columbia University in the City of New York 2009 — 2014
Master's Degree, Strategic Communications
Colgate University 1974 — 1978
BA, Political Philosophy
Edward F. Caputo, CRPC®, AAMS® Edward F. Caputo, CRPC®, AAMS®'s Morgan Stanley Experience 1981 - 1991
Job Senior Financial Advisor at IAA
Industry Financial Services
Experience
IAA March 2007 - Present
A.G. Edwards 2005 - 2007
International Assets Holding Corporation 2004 - 2005
G-Trade Bermuda 2000 - 2004
Mongtomery Asset Management 1998 - 2000
Citibank Singapore 1994 - 1998
Lehman Brothers Japan 1991 - 1994
Morgan Stanley 1981 - 1991
Skills
Retirement Planning, Investments, Retirement, Estate Planning, Insurance, Financial Services, Wealth, Financial Analysis, Small Business, Finance, Bonds, Financial Planners, Wealth Management, Strategic Financial..., Hedge Funds, Securities, Asset Allocation, Series 7, Mutual Funds, Alternative Investments, Fixed Annuities, Equities, Asset Management, Financial Planning
Education
College for Financial Planning
AAMS, Asset Management
New York Institute of Finance 1978 — 1980
Finance, Finance, Operations and Administration
John Adams H.S. 1973 — 1977
Regents
IAA March 2007 - Present
A.G. Edwards 2005 - 2007
International Assets Holding Corporation 2004 - 2005
G-Trade Bermuda 2000 - 2004
Mongtomery Asset Management 1998 - 2000
Citibank Singapore 1994 - 1998
Lehman Brothers Japan 1991 - 1994
Morgan Stanley 1981 - 1991
Skills
Retirement Planning, Investments, Retirement, Estate Planning, Insurance, Financial Services, Wealth, Financial Analysis, Small Business, Finance, Bonds, Financial Planners, Wealth Management, Strategic Financial..., Hedge Funds, Securities, Asset Allocation, Series 7, Mutual Funds, Alternative Investments, Fixed Annuities, Equities, Asset Management, Financial Planning
Education
College for Financial Planning
AAMS, Asset Management
New York Institute of Finance 1978 — 1980
Finance, Finance, Operations and Administration
John Adams H.S. 1973 — 1977
Regents
Patty Kuykendall, CFP Patty Kuykendall, CFP's Morgan Stanley Experience June 1990 - August 2007
Job Senior Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS November 2007 - Present
Morgan Stanley June 1990 - August 2007
Education
College for Financial Planning 1994 — 1996
CFP, Financial Planning
UBS November 2007 - Present
Morgan Stanley June 1990 - August 2007
Education
College for Financial Planning 1994 — 1996
CFP, Financial Planning
John F Rice's Morgan Stanley Experience February 2003 - February 2008
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2008 - Present
Morgan Stanley February 2003 - February 2008
GoPrinter, Inc. July 2000 - February 2002
Commerx, Inc August 1998 - June 2000
Iridium 1996 - 1997
Global Market Enterprises, LTD March 1992 - June 1996
Square D Company July 1987 - October 1990
Motorola May 1976 - June 1987
Baxter Laboratories July 1973 - May 1976
Skills
Estate Planning, Mutual Funds, Financial Analysis, Alternative Investments, Investments, Insurance, Retirement Planning, Finance, Small Business, Portfolio Management, Financial Modeling, Financial Services, Investment Management, Series 7, Venture Capital, Managerial Finance, Financial Reporting, Loans, Equities, Start-ups, Management, Bonds, 401k, Accounting, Strategic Planning, Wealth Management, Investor Relations, Investment Strategies
Education
Northwestern University - Kellogg School of Management 1971 — 1973
MBA, Finance and Accounting
Colgate University 1965 — 1969
BA, Economics
Merrill Lynch February 2008 - Present
Morgan Stanley February 2003 - February 2008
GoPrinter, Inc. July 2000 - February 2002
Commerx, Inc August 1998 - June 2000
Iridium 1996 - 1997
Global Market Enterprises, LTD March 1992 - June 1996
Square D Company July 1987 - October 1990
Motorola May 1976 - June 1987
Baxter Laboratories July 1973 - May 1976
Skills
Estate Planning, Mutual Funds, Financial Analysis, Alternative Investments, Investments, Insurance, Retirement Planning, Finance, Small Business, Portfolio Management, Financial Modeling, Financial Services, Investment Management, Series 7, Venture Capital, Managerial Finance, Financial Reporting, Loans, Equities, Start-ups, Management, Bonds, 401k, Accounting, Strategic Planning, Wealth Management, Investor Relations, Investment Strategies
Education
Northwestern University - Kellogg School of Management 1971 — 1973
MBA, Finance and Accounting
Colgate University 1965 — 1969
BA, Economics
Richard Chip Mower, CFP® Richard Chip Mower, CFP®'s Morgan Stanley Experience January 1996 - September 1997
Job CoFounder & Managing Partner, Meridian Wealth Management
Industry Investment Management
Experience
Meridian Wealth Management December 2005 - Present
Wells Fargo Private Bank and Trust October 1997 - December 2005
Morgan Stanley January 1996 - September 1997
Skills
Wealth Management, Financial Advisory, Financial Planning, Retirement Planning, Asset Management, Portfolio Management, Retirement, Risk Management, Finance, Investments, Management, Series 63, Fixed Annuities, 401k, Uniform Combined State..., Financial Planners, Asset Allocation, Series 7, Asset Managment, Investment Strategies, Alternative Investments, FINRA, High Net Worth..., Mutual Funds, Financial Services, Insurance, Small Business, Securities, Strategic Financial..., Investment Advisory, Life Insurance, Investment Management, Estate Planning, Wealth
Education
College for Financial Planning 2002 — 2003
CFP®, Investments, Taxation, Estate Planning, Insurance & Risk Management and Employee Benefits
University of Colorado at Boulder 1990 — 1994
Bachelor of Arts, Political Science
Meridian Wealth Management December 2005 - Present
Wells Fargo Private Bank and Trust October 1997 - December 2005
Morgan Stanley January 1996 - September 1997
Skills
Wealth Management, Financial Advisory, Financial Planning, Retirement Planning, Asset Management, Portfolio Management, Retirement, Risk Management, Finance, Investments, Management, Series 63, Fixed Annuities, 401k, Uniform Combined State..., Financial Planners, Asset Allocation, Series 7, Asset Managment, Investment Strategies, Alternative Investments, FINRA, High Net Worth..., Mutual Funds, Financial Services, Insurance, Small Business, Securities, Strategic Financial..., Investment Advisory, Life Insurance, Investment Management, Estate Planning, Wealth
Education
College for Financial Planning 2002 — 2003
CFP®, Investments, Taxation, Estate Planning, Insurance & Risk Management and Employee Benefits
University of Colorado at Boulder 1990 — 1994
Bachelor of Arts, Political Science
Charles Ladd's Morgan Stanley Experience 2007 - 2009
Job CRPC®, Financial Advisor at Penney, Murray & Associates
Industry Investment Management
Experience
Penney, Murray & Associates March 2009 - Present
Morgan Stanley 2007 - 2009
Raymond James 2006 - 2007
Edward Jones 1999 - 2006
Skills
Retirement Planning, Investments, Retirement, Finance, Financial Planning
Education
College for Financial Planning 2011 — 2012
Chartered Retirement Planning Counselor, Financial Planning and Services
Missouri State University 1986 — 1988
Bachelor of Science, Communications
Central Missouri State University 1983 — 1985
Branson High School 1980 — 1983
Penney, Murray & Associates March 2009 - Present
Morgan Stanley 2007 - 2009
Raymond James 2006 - 2007
Edward Jones 1999 - 2006
Skills
Retirement Planning, Investments, Retirement, Finance, Financial Planning
Education
College for Financial Planning 2011 — 2012
Chartered Retirement Planning Counselor, Financial Planning and Services
Missouri State University 1986 — 1988
Bachelor of Science, Communications
Central Missouri State University 1983 — 1985
Branson High School 1980 — 1983
Louis Rizzo Louis Rizzo's Morgan Stanley Experience 2000 - 2002
Job Financial Advisor Private Wealth Management
Industry Financial Services
Experience
LPL Financial February 2003 - Present
Morgan Stanley 2000 - 2002
Skills
Mutual Funds, Wealth Management, Investments, Portfolio Management, Securities, Retirement, Finance, Strategic Financial...
Education
College for Financial Planning
University of Pittsburgh
LPL Financial February 2003 - Present
Morgan Stanley 2000 - 2002
Skills
Mutual Funds, Wealth Management, Investments, Portfolio Management, Securities, Retirement, Finance, Strategic Financial...
Education
College for Financial Planning
University of Pittsburgh
Kimberly Jobson, CRPC®'s Morgan Stanley Experience January 2004 - September 2006
Job Client Advisor and Relationship Manager at Live Your Vision, LLC
Industry Financial Services
Experience
The Wiley Group October 2009 - Present
Morgan Stanley January 2004 - September 2006
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Marketing, Time Management, Team Building, Public Speaking, Research, Marketing Strategy, Fundraising, Staff Development, Leadership, Wealth Management
Education
College for Financial Planning 2013 — 2014
Chartered Retirement Planning Counselor
West Chester University of Pennsylvania 2005 — 2009
B.A., Psychology
Conestoga High School 2000 — 2004
The Wiley Group October 2009 - Present
Morgan Stanley January 2004 - September 2006
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Marketing, Time Management, Team Building, Public Speaking, Research, Marketing Strategy, Fundraising, Staff Development, Leadership, Wealth Management
Education
College for Financial Planning 2013 — 2014
Chartered Retirement Planning Counselor
West Chester University of Pennsylvania 2005 — 2009
B.A., Psychology
Conestoga High School 2000 — 2004
Peter Barsoom Peter Barsoom's Morgan Stanley Experience June 2006 - April 2008
Job Founder and CEO, Nuka Enterprises
Industry Financial Services
Experience
Nuka Enterprises July 2014 - Present
IntercontinentalExchange, Inc. January 2014 - September 2014
IntercontinentalExchange, Inc. April 2010 - January 2014
Blue Mountain Capital Management April 2008 - March 2010
Morgan Stanley June 2006 - April 2008
Morgan Stanley Smith Barney 2006 - 2008
Merrill Lynch March 2003 - June 2006
American Express 2000 - 2003
MMG July 1997 - March 2000
Mitchell Madison Group 1997 - 2000
Skills
Hedge Funds, Fixed Income, Capital Markets, Derivatives, Alternative Investments, Asset Managment, Investments, Risk Management, Portfolio Management, Financial Modeling, Trading, Bloomberg, Credit Derivatives, Financial Services, Due Diligence, Securities, Asset Management, Strategic Partnerships
Education
Princeton University 1992 — 1997
PhD Candidate
Colgate University 1988 — 1992
BA
East Brunswick High School 1984 — 1988
Nuka Enterprises July 2014 - Present
IntercontinentalExchange, Inc. January 2014 - September 2014
IntercontinentalExchange, Inc. April 2010 - January 2014
Blue Mountain Capital Management April 2008 - March 2010
Morgan Stanley June 2006 - April 2008
Morgan Stanley Smith Barney 2006 - 2008
Merrill Lynch March 2003 - June 2006
American Express 2000 - 2003
MMG July 1997 - March 2000
Mitchell Madison Group 1997 - 2000
Skills
Hedge Funds, Fixed Income, Capital Markets, Derivatives, Alternative Investments, Asset Managment, Investments, Risk Management, Portfolio Management, Financial Modeling, Trading, Bloomberg, Credit Derivatives, Financial Services, Due Diligence, Securities, Asset Management, Strategic Partnerships
Education
Princeton University 1992 — 1997
PhD Candidate
Colgate University 1988 — 1992
BA
East Brunswick High School 1984 — 1988
Scott Sargent, CFP®, CMFC® Scott Sargent, CFP®, CMFC®'s Morgan Stanley Experience May 1994 - April 2010
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2010 - Present
Morgan Stanley May 1994 - April 2010
Skills
Investment Strategies, Retirement Planning, Mutual Funds, High Net Worth..., 401k Rollovers, College Savings Plans, Risk Management, Due Diligence, Multigenerational..., Tax-Efficient Strategies, Securities
Education
University of California, Los Angeles 1984 — 1989
BA, Economics
College for Financial Planning
Certified Financial Planner®
College for Financial Planning
Chartered Mutual Fund Counselor®
Wells Fargo Advisors April 2010 - Present
Morgan Stanley May 1994 - April 2010
Skills
Investment Strategies, Retirement Planning, Mutual Funds, High Net Worth..., 401k Rollovers, College Savings Plans, Risk Management, Due Diligence, Multigenerational..., Tax-Efficient Strategies, Securities
Education
University of California, Los Angeles 1984 — 1989
BA, Economics
College for Financial Planning
Certified Financial Planner®
College for Financial Planning
Chartered Mutual Fund Counselor®
Abigail Doolittle's Morgan Stanley Experience July 1995 - October 1996
Job Peak Theories Research
Industry Financial Services
Experience
Peak Theories Research May 2009 - Present
CNBC January 2012 - January 2015
The Seaport Group September 2012 - October 2013
Hugh Johnson Advisors February 2007 - December 2010
First Albany Capital February 2000 - November 2005
WAMC/Northeast Public Radio January 1998 - February 2000
Morgan Stanley July 1995 - October 1996
Skills
Asset Managment, Equities, US Equities, Equity Research, Technical Analysis, Mergers, Strategy, Mergers & Acquisitions, Financial Markets, Fixed Income, Hedging, Options, Alternative Investments, Equity Trading, Investment Banking, Investment Strategies, Trading Systems, Asset Allocation, Derivatives, Business Development, Analysis, Global Macro, Valuation, Market Analysis, Trading, Commodity, Emerging Markets, Finance, Risk Management, Private Equity, Investment Management, Due Diligence, Asset Management
Education
Colgate University 1991 — 1995
Bachelor of Arts, Philosophy with Honors
Albany High School
Peak Theories Research May 2009 - Present
CNBC January 2012 - January 2015
The Seaport Group September 2012 - October 2013
Hugh Johnson Advisors February 2007 - December 2010
First Albany Capital February 2000 - November 2005
WAMC/Northeast Public Radio January 1998 - February 2000
Morgan Stanley July 1995 - October 1996
Skills
Asset Managment, Equities, US Equities, Equity Research, Technical Analysis, Mergers, Strategy, Mergers & Acquisitions, Financial Markets, Fixed Income, Hedging, Options, Alternative Investments, Equity Trading, Investment Banking, Investment Strategies, Trading Systems, Asset Allocation, Derivatives, Business Development, Analysis, Global Macro, Valuation, Market Analysis, Trading, Commodity, Emerging Markets, Finance, Risk Management, Private Equity, Investment Management, Due Diligence, Asset Management
Education
Colgate University 1991 — 1995
Bachelor of Arts, Philosophy with Honors
Albany High School
Tobias Lescht Tobias Lescht's Morgan Stanley Experience June 2014 - January 2015
Job Independent Business Owner at Sweet Ride Ice Cream
Industry
Experience
Sweet Ride Ice Cream June 2015 - Present
UBS July 2015 - Present
Hamilton Fire Department August 2013 - Present
Mustard Systems Ltd. May 2015 - July 2015
Diageo April 2015 - May 2015
Morgan Stanley June 2014 - January 2015
Colgate Information Technology Services September 2012 - June 2014
Santa Fe Bandstand June 2013 - August 2013
Tobias Lescht Web Design June 2010 - January 2013
Hutton Broadcasting February 2012 - August 2012
Skills
Firefighting, Microsoft Publisher, Photoshop, Microsoft Word, PowerPoint, Microsoft Excel, Social Networking, Carpentry, Ceramic Sculpture, Soccer, Social Media, Adobe Acrobat, Web Design, Critical Thinking
Education
Colgate University 2012 — 2016
Sweet Ride Ice Cream June 2015 - Present
UBS July 2015 - Present
Hamilton Fire Department August 2013 - Present
Mustard Systems Ltd. May 2015 - July 2015
Diageo April 2015 - May 2015
Morgan Stanley June 2014 - January 2015
Colgate Information Technology Services September 2012 - June 2014
Santa Fe Bandstand June 2013 - August 2013
Tobias Lescht Web Design June 2010 - January 2013
Hutton Broadcasting February 2012 - August 2012
Skills
Firefighting, Microsoft Publisher, Photoshop, Microsoft Word, PowerPoint, Microsoft Excel, Social Networking, Carpentry, Ceramic Sculpture, Soccer, Social Media, Adobe Acrobat, Web Design, Critical Thinking
Education
Colgate University 2012 — 2016
Lauren Lisbon Lauren Lisbon's Morgan Stanley Experience March 2012 - July 2012
Job Associate at Smith Financial Strategies Group
Industry Financial Services
Experience
Smith Financial Strategies Group November 2012 - Present
Morgan Stanley March 2012 - July 2012
SSEU Dental Office December 2011 - February 2012
MF Global June 2011 - November 2011
Skills
Microsoft Office, Learning Quickly, Research, Microsoft Excel, PowerPoint, Organization, Time Management, Editing, Attention to Detail, Microsoft Word, Outlook, Customer Service
Education
College for Financial Planning 2013 — 2014
The Foundations in Financial PlanningSM Program leading to the RP® Designation
Colgate University 2007 — 2011
B.A., English Literature
Smith Financial Strategies Group November 2012 - Present
Morgan Stanley March 2012 - July 2012
SSEU Dental Office December 2011 - February 2012
MF Global June 2011 - November 2011
Skills
Microsoft Office, Learning Quickly, Research, Microsoft Excel, PowerPoint, Organization, Time Management, Editing, Attention to Detail, Microsoft Word, Outlook, Customer Service
Education
College for Financial Planning 2013 — 2014
The Foundations in Financial PlanningSM Program leading to the RP® Designation
Colgate University 2007 — 2011
B.A., English Literature
Ellie Schmidt Ellie Schmidt's Morgan Stanley Experience June 2010 - August 2010
Job Student, Johns Hopkins University
Industry Medical Practice
Experience
Colgate University July 2012 - May 2015
Icebreaker June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Janet Hoffman and Associates June 2009 - August 2009
Skills
Economics, Financial Modeling, Bloomberg, Equities, Quantitative Analytics, Valuation, Capital IQ, Asset Management, Alternative Investments, SAS, Hedge Funds, Leadership, Bloomberg Terminal, Fixed Income, Private Equity, Series 7
Education
Colgate University 2008 — 2012
BA, Economics
BRAC University 2012 — 2012
Economic Development
Universidad de Belgrano 2011 — 2011
Liberal Arts
Saint Mary's Academy 2004 — 2008
High School
The Johns Hopkins University
Post-baccalaureate Premedical Program
Colgate University July 2012 - May 2015
Icebreaker June 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Janet Hoffman and Associates June 2009 - August 2009
Skills
Economics, Financial Modeling, Bloomberg, Equities, Quantitative Analytics, Valuation, Capital IQ, Asset Management, Alternative Investments, SAS, Hedge Funds, Leadership, Bloomberg Terminal, Fixed Income, Private Equity, Series 7
Education
Colgate University 2008 — 2012
BA, Economics
BRAC University 2012 — 2012
Economic Development
Universidad de Belgrano 2011 — 2011
Liberal Arts
Saint Mary's Academy 2004 — 2008
High School
The Johns Hopkins University
Post-baccalaureate Premedical Program
Blair Hicks Blair Hicks's Morgan Stanley Experience January 1998 - March 1999
Job Head of Operations at Madame Tussauds Hollywood
Industry Hospitality
Experience
Madame Tussauds Hollywood August 2013 - Present
Post and Beam August 2012 - August 2013
Equinox March 2011 - June 2012
Katsuya June 2009 - March 2011
Career Group Inc September 1999 - June 2009
The Waffle March 2008 - March 2009
Coffee Shop/ Union Square Lounge July 2003 - October 2007
Justin's January 2006 - January 2007
Arista Records September 1999 - May 2000
Morgan Stanley January 1998 - March 1999
Skills
Process Scheduler, Inventory Management, Event Planning, Marketing, Team Building, Budget, Outlook, Hospitality Management, Microsoft Word, Social Media, Public Relations, Bartending, Microsoft Excel, Microsoft Office, PowerPoint, Budgets, Training, Leadership, Management
Education
Colgate University 1993 — 1997
Bachelor of Arts, History
Germantown Academy 1989 — 1993
Madame Tussauds Hollywood August 2013 - Present
Post and Beam August 2012 - August 2013
Equinox March 2011 - June 2012
Katsuya June 2009 - March 2011
Career Group Inc September 1999 - June 2009
The Waffle March 2008 - March 2009
Coffee Shop/ Union Square Lounge July 2003 - October 2007
Justin's January 2006 - January 2007
Arista Records September 1999 - May 2000
Morgan Stanley January 1998 - March 1999
Skills
Process Scheduler, Inventory Management, Event Planning, Marketing, Team Building, Budget, Outlook, Hospitality Management, Microsoft Word, Social Media, Public Relations, Bartending, Microsoft Excel, Microsoft Office, PowerPoint, Budgets, Training, Leadership, Management
Education
Colgate University 1993 — 1997
Bachelor of Arts, History
Germantown Academy 1989 — 1993
Dawn R. Schricke Dawn R. Schricke's Morgan Stanley Experience February 2007 - March 2008
Job Head of Advisor Implementation, Merrill Lynch Marketing
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2015 - Present
Schricke & Associates, Advisory Consulting Solutions January 2013 - May 2015
Merrill Lynch April 2013 - December 2014
Ameriprise Financial August 2011 - December 2012
Ameriprise Financial Services, Inc. July 2008 - August 2011
Morgan Stanley February 2007 - March 2008
Skills
Dynamic Speaker, Strategic Consulting, Strategic Financial..., Agent for Change, Digital Strategy, Social Media Marketing, Branding & Identity, Content Writing, Business Development, Client Aquisition, Value Propositions, Increased Profitability, Practice Management, Increasing Operational..., Advisor Development, Keynote, Series 63, Series 7, Leadership, Management, Finance, Retirement Planning, Portfolio Management, Securities, Financial Advisory, Financial Services, Insurance, 401k, Financial Planning
Education
Oakland University 1998 — 2000
B.A., English & French Language & Literature
San Diego State University-California State University 1987 — 1989
International Finance
College for Financial Planning
Bank of America Merrill Lynch May 2015 - Present
Schricke & Associates, Advisory Consulting Solutions January 2013 - May 2015
Merrill Lynch April 2013 - December 2014
Ameriprise Financial August 2011 - December 2012
Ameriprise Financial Services, Inc. July 2008 - August 2011
Morgan Stanley February 2007 - March 2008
Skills
Dynamic Speaker, Strategic Consulting, Strategic Financial..., Agent for Change, Digital Strategy, Social Media Marketing, Branding & Identity, Content Writing, Business Development, Client Aquisition, Value Propositions, Increased Profitability, Practice Management, Increasing Operational..., Advisor Development, Keynote, Series 63, Series 7, Leadership, Management, Finance, Retirement Planning, Portfolio Management, Securities, Financial Advisory, Financial Services, Insurance, 401k, Financial Planning
Education
Oakland University 1998 — 2000
B.A., English & French Language & Literature
San Diego State University-California State University 1987 — 1989
International Finance
College for Financial Planning
Paul J. Cusma, CFP®, CRPC®, CIMA®, ChFC® Paul J. Cusma, CFP®, CRPC®, CIMA®, ChFC®'s Morgan Stanley Experience September 2011 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2011 - Present
Merrill Lynch 2003 - September 2011
Skills
Retirement Planning, Series 7, Series 63, Wealth Management, Retirement, Wealth, Investment Management, Asset Management, Wealth Management..., Small Business, Finance, Asset Allocation, Financial Advisory, Financial Planning, Investment Advisory, Investments, Mutual Funds, Securities, Wealth Accumulation, Portfolio Management, Financial Services, Financial Analysis, Investment Strategies, Risk Management, Banking
Education
The American College 2014 — 2015
Chartered Financial Consultant
Investment Management Consultants Association 2010 — 2010
CIMA, Certified Investment Management Analyst
Wharton School, University of Pennsylvania 2010 — 2010
Investment Management
College for Financial Planning 2009 — 2009
CRPC, Chartered Retirement Planning Counselor
College for Financial Planning 2002 — 2003
CFP, Certified Financial Planner
Saint Leo University 2000 — 2002
MBA
University of South Florida 1995 — 1999
Undergraduate, Finance
Morgan Stanley September 2011 - Present
Merrill Lynch 2003 - September 2011
Skills
Retirement Planning, Series 7, Series 63, Wealth Management, Retirement, Wealth, Investment Management, Asset Management, Wealth Management..., Small Business, Finance, Asset Allocation, Financial Advisory, Financial Planning, Investment Advisory, Investments, Mutual Funds, Securities, Wealth Accumulation, Portfolio Management, Financial Services, Financial Analysis, Investment Strategies, Risk Management, Banking
Education
The American College 2014 — 2015
Chartered Financial Consultant
Investment Management Consultants Association 2010 — 2010
CIMA, Certified Investment Management Analyst
Wharton School, University of Pennsylvania 2010 — 2010
Investment Management
College for Financial Planning 2009 — 2009
CRPC, Chartered Retirement Planning Counselor
College for Financial Planning 2002 — 2003
CFP, Certified Financial Planner
Saint Leo University 2000 — 2002
MBA
University of South Florida 1995 — 1999
Undergraduate, Finance
Ben Maisel Ben Maisel's Morgan Stanley Experience July 2002 - March 2015
Job Director Wholesale Counterparty Credit Risk at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities April 2015 - Present
Morgan Stanley July 2002 - March 2015
Skills
Credit Risk, Hedge Funds, Counterparty Risk, Capital Markets, Derivatives
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (MBA), Finance
Colgate University 1998 — 2002
Bachelor of Arts (B.A.), Political Science, Magna Cum Laude
Wells Fargo Securities April 2015 - Present
Morgan Stanley July 2002 - March 2015
Skills
Credit Risk, Hedge Funds, Counterparty Risk, Capital Markets, Derivatives
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (MBA), Finance
Colgate University 1998 — 2002
Bachelor of Arts (B.A.), Political Science, Magna Cum Laude
Daniel Kerley's Morgan Stanley Experience July 2009 - August 2011
Job Managing Director at Angel Island Partners
Industry Investment Management
Experience
Angel Island Partners, LLC. March 2014 - October 2014
Scout Capital Management, L.L.C. August 2013 - February 2014
SPO Partners August 2011 - August 2013
Morgan Stanley July 2009 - August 2011
DC Web Solutions April 2006 - January 2008
Education
Colgate University
BA
Angel Island Partners, LLC. March 2014 - October 2014
Scout Capital Management, L.L.C. August 2013 - February 2014
SPO Partners August 2011 - August 2013
Morgan Stanley July 2009 - August 2011
DC Web Solutions April 2006 - January 2008
Education
Colgate University
BA
Brett Langbert's Morgan Stanley Experience April 2007 - June 2010
Job Wealth Advisor at Bernstein Global Wealth Management
Industry Financial Services
Experience
Bernstein Global Wealth Management January 2015 - Present
Israel A. Englander & Co. March 2013 - May 2014
UBS Investment Bank June 2010 - March 2012
Morgan Stanley April 2007 - June 2010
Goldman Sachs June 1995 - April 2007
Education
Colgate University 1991 — 1995
Bachelor of Arts (B.A.), With Honors in Political Science and Government
Bernstein Global Wealth Management January 2015 - Present
Israel A. Englander & Co. March 2013 - May 2014
UBS Investment Bank June 2010 - March 2012
Morgan Stanley April 2007 - June 2010
Goldman Sachs June 1995 - April 2007
Education
Colgate University 1991 — 1995
Bachelor of Arts (B.A.), With Honors in Political Science and Government
Miranda Kornfeld Miranda Kornfeld's Morgan Stanley Experience May 2015 - Present
Job Investment Banking Summer Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
The Clothes Line September 2013 - Present
Colgate University Office of Admissions September 2013 - Present
Kroll Bond Rating Agency, Inc. May 2014 - August 2014
Skills
French, Java, Python, Microsoft Excel, SAS programming, Stata, Bloomberg Terminal, Microsoft Office
Education
Colgate University 2012 — 2016
Bachelor of Arts (BA), Mathematical Economics, Computer Science
The London School of Economics and Political Science (LSE) 2013 — 2013
Statistics
Ridge High School 2008 — 2012
Morgan Stanley May 2015 - Present
The Clothes Line September 2013 - Present
Colgate University Office of Admissions September 2013 - Present
Kroll Bond Rating Agency, Inc. May 2014 - August 2014
Skills
French, Java, Python, Microsoft Excel, SAS programming, Stata, Bloomberg Terminal, Microsoft Office
Education
Colgate University 2012 — 2016
Bachelor of Arts (BA), Mathematical Economics, Computer Science
The London School of Economics and Political Science (LSE) 2013 — 2013
Statistics
Ridge High School 2008 — 2012
David McInnis, MBA, CFP®, CIMA® David McInnis, MBA, CFP®, CIMA®'s Morgan Stanley Experience June 2006 - March 2012
Job Managing Partner/ Wealth Advisor at Atlanta Capital Group
Industry Investment Management
Experience
Atlanta Capital Group March 2012 - Present
Morgan Stanley June 2006 - March 2012
Wells Fargo Advisors/ A.G. Edwards & Sons July 2001 - June 2006
Skills
Equities, Investment Management, Financial Analysis, Investments, Asset Management, Retirement Planning, Asset Allocation, Fixed Income, Alternative Investments, Portfolio Management, Derivatives, Valuation, Investment Strategies, Bloomberg, Strategic Financial..., Wealth Management, Risk Management, Financial Modeling, Research
Education
Georgia Institute of Technology - Georgia Tech College of Management 2008 — 2011
MBA, Finance/Financial Analysis
University of Pennsylvania - The Wharton School 2007 — 2008
Certified Investment Management Analyst™, Investment Management
College for Financial Planning 2004 — 2006
Certified Financial Planner™, Finance
Atlanta Capital Group March 2012 - Present
Morgan Stanley June 2006 - March 2012
Wells Fargo Advisors/ A.G. Edwards & Sons July 2001 - June 2006
Skills
Equities, Investment Management, Financial Analysis, Investments, Asset Management, Retirement Planning, Asset Allocation, Fixed Income, Alternative Investments, Portfolio Management, Derivatives, Valuation, Investment Strategies, Bloomberg, Strategic Financial..., Wealth Management, Risk Management, Financial Modeling, Research
Education
Georgia Institute of Technology - Georgia Tech College of Management 2008 — 2011
MBA, Finance/Financial Analysis
University of Pennsylvania - The Wharton School 2007 — 2008
Certified Investment Management Analyst™, Investment Management
College for Financial Planning 2004 — 2006
Certified Financial Planner™, Finance
Anna Bayne Hopkins's Morgan Stanley Experience June 2012 - December 2013
Job Strategic Partnerships, Channel Sales, Alliance Director
Industry Financial Services
Experience
Oracle December 2014 - Present
Colgate University June 2012 - Present
Oracle December 2013 - December 2014
Morgan Stanley June 2012 - December 2013
Colgate University September 2011 - May 2012
Colgate University Alumni Office September 2010 - May 2012
Skills
Business Development, Investments, Marketing, Series 7, Fundraising, Sales, Financial Analysis, Market Research, Research, Microsoft Excel, Leadership, SaaS, Public Speaking, Client Relations
Education
Colgate University 2009 — 2012
Bachelor of Arts, Political Science, Deans Award Recipient
University of St. Andrews 2008 — 2009
Bachelor of Arts, International Relations
The Hill School 2005 — 2008
Oracle December 2014 - Present
Colgate University June 2012 - Present
Oracle December 2013 - December 2014
Morgan Stanley June 2012 - December 2013
Colgate University September 2011 - May 2012
Colgate University Alumni Office September 2010 - May 2012
Skills
Business Development, Investments, Marketing, Series 7, Fundraising, Sales, Financial Analysis, Market Research, Research, Microsoft Excel, Leadership, SaaS, Public Speaking, Client Relations
Education
Colgate University 2009 — 2012
Bachelor of Arts, Political Science, Deans Award Recipient
University of St. Andrews 2008 — 2009
Bachelor of Arts, International Relations
The Hill School 2005 — 2008
Peter Hannah CRPS Peter Hannah CRPS's Morgan Stanley Experience October 2010 - December 2011
Job Financial Advisor at Regal Securities
Industry Financial Services
Experience
Regal Securities May 2013 - Present
Merrill Lynch December 2011 - May 2013
Morgan Stanley October 2010 - December 2011
deVere and Partners January 2009 - October 2010
American Express August 2006 - December 2008
Education
College for Financial Planning 2011 — 2012
Corporate Retirement Plan Specialist, Banking, Corporate, Finance, and Securities Law
FINRA 2011 — 2011
Series 7, 66, 3, Financial Services
Hong Kong Finance Authority 2009 — 2010
HKFA, Financial Regulatory papers
FSA Chartered Insurance Institute / Securities & Investment Institute 2009 — 2009
Stockbroker License, Securities & Derivatives, Investment Risk, Financial Protection, Retirement Planning
University of Liverpool 2002 — 2005
BA HONS
Winstanley College 1999 — 2001
A Levels, English, History, Media, Economics
St Bedes R.C high 1994 — 1999
Regal Securities May 2013 - Present
Merrill Lynch December 2011 - May 2013
Morgan Stanley October 2010 - December 2011
deVere and Partners January 2009 - October 2010
American Express August 2006 - December 2008
Education
College for Financial Planning 2011 — 2012
Corporate Retirement Plan Specialist, Banking, Corporate, Finance, and Securities Law
FINRA 2011 — 2011
Series 7, 66, 3, Financial Services
Hong Kong Finance Authority 2009 — 2010
HKFA, Financial Regulatory papers
FSA Chartered Insurance Institute / Securities & Investment Institute 2009 — 2009
Stockbroker License, Securities & Derivatives, Investment Risk, Financial Protection, Retirement Planning
University of Liverpool 2002 — 2005
BA HONS
Winstanley College 1999 — 2001
A Levels, English, History, Media, Economics
St Bedes R.C high 1994 — 1999
Jeff Sondhelm Jeff Sondhelm's Morgan Stanley Experience May 2005 - August 2007
Job Financial Advisor at Greenway Advisors
Industry Financial Services
Experience
Greenway Advisors May 2012 - Present
Center for Interfaith Cooperation June 2012 - Present
Etz Chaim Sephardic Congregation December 2007 - Present
Tau Epsilon Phi National Fraternity, Inc. 2013 - 2013
Wells Fargo Advisors, LLC August 2007 - July 2012
Morgan Stanley May 2005 - August 2007
The Hasten Hebrew Academy August 2002 - April 2004
Cydcor 1998 - 2002
The Forest 1991 - 1994
Skills
Insurance, Investments, New Business Development, Strategic Financial..., Retirement Planning, Strategic Planning, Sales, Marketing, Business Development, Finance, Banking, Financial Analysis, Account Management, Negotiation, Sales Management
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1998
BS, Management & Marketing
College for Financial Planning 2007 — 2007
CRPC, Chartered Retirement Planning Counsellor
Greenway Advisors May 2012 - Present
Center for Interfaith Cooperation June 2012 - Present
Etz Chaim Sephardic Congregation December 2007 - Present
Tau Epsilon Phi National Fraternity, Inc. 2013 - 2013
Wells Fargo Advisors, LLC August 2007 - July 2012
Morgan Stanley May 2005 - August 2007
The Hasten Hebrew Academy August 2002 - April 2004
Cydcor 1998 - 2002
The Forest 1991 - 1994
Skills
Insurance, Investments, New Business Development, Strategic Financial..., Retirement Planning, Strategic Planning, Sales, Marketing, Business Development, Finance, Banking, Financial Analysis, Account Management, Negotiation, Sales Management
Education
University of Delaware - Lerner College of Business and Economics 1994 — 1998
BS, Management & Marketing
College for Financial Planning 2007 — 2007
CRPC, Chartered Retirement Planning Counsellor
Katie Jondahl Katie Jondahl's Morgan Stanley Experience October 2003 - June 2006
Job Director, Technology Solutions at Global Planners, Inc & Buzz Registration
Industry Events Services
Experience
Global Planners, Inc & Buzz Registation February 2014 - Present
Global Planners, Inc & Buzz Registation May 2013 - February 2014
Limousine Livery October 2011 - February 2013
The Roosevelt New Orleans, A Waldorf Astoria Hotel May 2009 - May 2011
The Ritz-Carlton Hotel Company LLC February 2008 - April 2009
Academy of the Sacred Heart New Oleans August 2006 - June 2007
Morgan Stanley October 2003 - June 2006
Skills
Organization, Corporate Events, Event Management, Highly detail oriented, Hospitality, Operations Management, Hotels, Budgets, Sales, Management, Front Office, Meeting Planning, Customer Service, Hospitality Management, Revenue Analysis, Hospitality Industry, Event Planning, Resorts, Tourism, Food & Beverage, Hotel Management, Team Building, Social Media Marketing, Microsoft Excel, New Business Development, Project Management, Microsoft Word, Yield Management, Microsoft Office, PowerPoint, Reservation, Leadership, Property Management..., Trade Shows, Catering, Banquets, Customer Satisfaction, Micros, Wedding Planning, Pre-opening
Education
Colgate University 1999 — 2003
Bachelor of Arts (B.A.), Geography
Global Planners, Inc & Buzz Registation February 2014 - Present
Global Planners, Inc & Buzz Registation May 2013 - February 2014
Limousine Livery October 2011 - February 2013
The Roosevelt New Orleans, A Waldorf Astoria Hotel May 2009 - May 2011
The Ritz-Carlton Hotel Company LLC February 2008 - April 2009
Academy of the Sacred Heart New Oleans August 2006 - June 2007
Morgan Stanley October 2003 - June 2006
Skills
Organization, Corporate Events, Event Management, Highly detail oriented, Hospitality, Operations Management, Hotels, Budgets, Sales, Management, Front Office, Meeting Planning, Customer Service, Hospitality Management, Revenue Analysis, Hospitality Industry, Event Planning, Resorts, Tourism, Food & Beverage, Hotel Management, Team Building, Social Media Marketing, Microsoft Excel, New Business Development, Project Management, Microsoft Word, Yield Management, Microsoft Office, PowerPoint, Reservation, Leadership, Property Management..., Trade Shows, Catering, Banquets, Customer Satisfaction, Micros, Wedding Planning, Pre-opening
Education
Colgate University 1999 — 2003
Bachelor of Arts (B.A.), Geography
Michael Remey Michael Remey's Morgan Stanley Experience March 2003 - November 2008
Job Financial Advisor, CFP (R)
Industry Financial Services
Experience
UBS Financial Services, Inc. November 2008 - Present
Morgan Stanley March 2003 - November 2008
Education
Colgate University 1994 — 1998
BA, Economics
Summit High School 1990 — 1994
UBS Financial Services, Inc. November 2008 - Present
Morgan Stanley March 2003 - November 2008
Education
Colgate University 1994 — 1998
BA, Economics
Summit High School 1990 — 1994
Lauren Spencer Lauren Spencer's Morgan Stanley Experience March 2006 - July 2008
Job Regional Advancement Director for New England at Colgate University
Industry Public Policy
Experience
Colgate University October 2013 - Present
Harvard Business School February 2012 - October 2013
Boston University January 2011 - January 2012
Richmond Associates July 2009 - September 2009
Morgan Stanley March 2006 - July 2008
Citigroup Asset Management October 2005 - March 2006
Bear Wagner Specialists, NYSE September 2003 - October 2005
Skills
Fundraising, Non-profits, Volunteer Management, Event Planning, Community Outreach, Philanthropy, Policy Analysis, Research, Public Speaking, Public Policy, Higher Education, Social Media, Grant Writing, Economics, Strategic Planning
Education
The London School of Economics and Political Science (LSE) 2008 — 2010
Masters in Public Policy and Management, Public Policy and Management
Colgate University 1998 — 2002
Bachelor of Arts, Political Science
The Lawrenceville School 1994 — 1998
International Exchange, University of New South
International Exchange, University of Salamanca
Colgate University October 2013 - Present
Harvard Business School February 2012 - October 2013
Boston University January 2011 - January 2012
Richmond Associates July 2009 - September 2009
Morgan Stanley March 2006 - July 2008
Citigroup Asset Management October 2005 - March 2006
Bear Wagner Specialists, NYSE September 2003 - October 2005
Skills
Fundraising, Non-profits, Volunteer Management, Event Planning, Community Outreach, Philanthropy, Policy Analysis, Research, Public Speaking, Public Policy, Higher Education, Social Media, Grant Writing, Economics, Strategic Planning
Education
The London School of Economics and Political Science (LSE) 2008 — 2010
Masters in Public Policy and Management, Public Policy and Management
Colgate University 1998 — 2002
Bachelor of Arts, Political Science
The Lawrenceville School 1994 — 1998
International Exchange, University of New South
International Exchange, University of Salamanca
Mark Albers, CRPC® Mark Albers, CRPC®'s Morgan Stanley Experience December 2004 - March 2007
Job President & CEO at Albers & Associates Consulting, LLC and CoOwner True North Partners Consulting
Industry Financial Services
Experience
Albers & Associates Consulting, LLC January 2012 - Present
True North Partners Consulting, LLC January 2013 - Present
Merrill Lynch February 2009 - December 2011
Merrill Lynch February 2008 - February 2009
Merrill Lynch March 2007 - February 2008
Morgan Stanley December 2004 - March 2007
Morgan Stanley April 2003 - December 2004
Morgan Stanley March 2002 - April 2003
Morgan Stanley August 2000 - March 2002
Morgan Stanley June 1998 - August 2000
Skills
Wealth Management, Retirement Planning, Financial Advisory, Series 7, Career Counseling, Executive Search, Financial Planning, Compliance, Investment Strategies, Leadership Development, Sales Management, Executive Management, Series 8, Series 3, Series 4, Series 65, Strategic Financial..., Investment Advisory, FINRA, Estate Planning, Alternative Investments
Education
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Couselor
Wharton School, University of Pennsylvania - Morgan Stanley Senior Branch 2001 — 2002
Executive Education, Morgan Stanley Senior Branch Management Program
Royal Military College of Canada/Collège militaire royal du Canada 1980 — 1985
BAdm, Business
Albers & Associates Consulting, LLC January 2012 - Present
True North Partners Consulting, LLC January 2013 - Present
Merrill Lynch February 2009 - December 2011
Merrill Lynch February 2008 - February 2009
Merrill Lynch March 2007 - February 2008
Morgan Stanley December 2004 - March 2007
Morgan Stanley April 2003 - December 2004
Morgan Stanley March 2002 - April 2003
Morgan Stanley August 2000 - March 2002
Morgan Stanley June 1998 - August 2000
Skills
Wealth Management, Retirement Planning, Financial Advisory, Series 7, Career Counseling, Executive Search, Financial Planning, Compliance, Investment Strategies, Leadership Development, Sales Management, Executive Management, Series 8, Series 3, Series 4, Series 65, Strategic Financial..., Investment Advisory, FINRA, Estate Planning, Alternative Investments
Education
College for Financial Planning 2011 — 2011
Chartered Retirement Planning Couselor
Wharton School, University of Pennsylvania - Morgan Stanley Senior Branch 2001 — 2002
Executive Education, Morgan Stanley Senior Branch Management Program
Royal Military College of Canada/Collège militaire royal du Canada 1980 — 1985
BAdm, Business
Lesley Roxe McNamara Lesley Roxe McNamara's Morgan Stanley Experience March 2005 - June 2006
Job Director, Strategy & Business Development
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2013 - Present
Bank of America March 2010 - May 2013
Bank of America June 2008 - March 2010
Morgan Stanley March 2005 - June 2006
Greenwich Associates July 2001 - February 2005
Skills
Strategy, Segmentation, Banking, Portfolio Management, Financial Analysis, Financial Services, Investments, Relationship Management
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Strategy, Marketing
Colgate University 1997 — 2001
BA, English
Bank of America Merrill Lynch May 2013 - Present
Bank of America March 2010 - May 2013
Bank of America June 2008 - March 2010
Morgan Stanley March 2005 - June 2006
Greenwich Associates July 2001 - February 2005
Skills
Strategy, Segmentation, Banking, Portfolio Management, Financial Analysis, Financial Services, Investments, Relationship Management
Education
Duke University - The Fuqua School of Business 2006 — 2008
MBA, Strategy, Marketing
Colgate University 1997 — 2001
BA, English
Arman Tabatabai Arman Tabatabai's Morgan Stanley Experience June 2015 - Present
Job Equity Research Junior Associate at Morgan Stanley
Industry
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley May 2014 - Present
NewOak Capital June 2013 - August 2013
Dalton Sports Camp June 2010 - June 2012
WNET/Charlie Rose LLC, "The Charlie Rose Show" July 2011 - August 2011
Freud Communications July 2010 - July 2010
Skills
PowerPoint, Microsoft Word, Microsoft Excel, iMovie, Keynote, Income Tax, Access Database, ThomsonOne, Databases, Python, Final Cut Pro
Education
Colgate University 2011 — 2015
Economics (Major), Political Science (Minor), Cum Laude
The Dalton School 2007 — 2011
Morgan Stanley June 2015 - Present
Morgan Stanley May 2014 - Present
NewOak Capital June 2013 - August 2013
Dalton Sports Camp June 2010 - June 2012
WNET/Charlie Rose LLC, "The Charlie Rose Show" July 2011 - August 2011
Freud Communications July 2010 - July 2010
Skills
PowerPoint, Microsoft Word, Microsoft Excel, iMovie, Keynote, Income Tax, Access Database, ThomsonOne, Databases, Python, Final Cut Pro
Education
Colgate University 2011 — 2015
Economics (Major), Political Science (Minor), Cum Laude
The Dalton School 2007 — 2011
Kelley Dalton Kelley Dalton's Morgan Stanley Experience May 2015 - Present
Job Student at Colgate University
Industry Financial Services
Experience
Morgan Stanley May 2015 - Present
Truck Restaurant July 2014 - August 2014
Mariner Investment Group, LLC August 2013 - August 2013
Queen Anne's Gate Capital August 2013 - August 2013
JPMorgan Chase & Co. July 2013 - July 2013
Skills
Public Speaking, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, Fundraising, Leadership, Poetry, Creative Writing, Spanish Literature
Education
Colgate University 2014 — 2018
Rye Country Day School 2010 — 2014
Morgan Stanley May 2015 - Present
Truck Restaurant July 2014 - August 2014
Mariner Investment Group, LLC August 2013 - August 2013
Queen Anne's Gate Capital August 2013 - August 2013
JPMorgan Chase & Co. July 2013 - July 2013
Skills
Public Speaking, Social Media, Microsoft Office, Microsoft Word, Microsoft Excel, Fundraising, Leadership, Poetry, Creative Writing, Spanish Literature
Education
Colgate University 2014 — 2018
Rye Country Day School 2010 — 2014
Victoria Poliakova's Morgan Stanley Experience October 2001 - January 2004
Job User Experience Lead
Industry Internet
Experience
UXD May 2007 - Present
Time Inc. April 2005 - May 2007
Various Advertising Agencies January 2004 - April 2005
Morgan Stanley October 2001 - January 2004
The WAY Group October 2000 - August 2001
Cambridge Technology Partners November 1999 - October 2000
i33 communications LLC 1999 - 2000
Siegel+Gale August 1998 - November 1999
Skills
User Experience, Usability Testing, User Experience Design, Wireframes, Usability, User Interface, Interactive Marketing, Strategy, Software Development, Interactive Advertising, Site Maps, Information Architecture, Functional..., Interaction Design, Facebook, Digital Media
Education
Pratt Institute 1998 — 2001
MA, Communication Design
Colgate University 1993 — 1997
BA, Arts
UXD May 2007 - Present
Time Inc. April 2005 - May 2007
Various Advertising Agencies January 2004 - April 2005
Morgan Stanley October 2001 - January 2004
The WAY Group October 2000 - August 2001
Cambridge Technology Partners November 1999 - October 2000
i33 communications LLC 1999 - 2000
Siegel+Gale August 1998 - November 1999
Skills
User Experience, Usability Testing, User Experience Design, Wireframes, Usability, User Interface, Interactive Marketing, Strategy, Software Development, Interactive Advertising, Site Maps, Information Architecture, Functional..., Interaction Design, Facebook, Digital Media
Education
Pratt Institute 1998 — 2001
MA, Communication Design
Colgate University 1993 — 1997
BA, Arts
Manny Zareh's Morgan Stanley Experience 2001 - 2003
Job Senior Analyst at Hutchin Hill
Industry Investment Management
Experience
Hutchin Hill Capital February 2014 - Present
Sandler Capital Management 2013 - 2013
Clovis Capital 2009 - 2012
Andor Capital Management 2007 - 2009
National Football League 2003 - 2005
Morgan Stanley 2001 - 2003
The White House 2000 - 2000
Skills
Investments, Asset Managment, Equities, Hedge Funds, Business Strategy, Strategic Planning, Valuation, Research, Marketing Strategy, Leadership, Hebrew, Farsi, Federal Government, Management, Negotiation, Competitive Analysis, Analysis, Asset Management, Entrepreneurship, Equity Research, Financial Modeling, Portfolio Management, Start-ups, Strategy, Venture Capital
Education
Harvard Business School 2005 — 2007
Master of Business Administration (MBA), Investment Management / General Management / Leadership
Colgate University 1997 — 2001
Bachelor's degree, International Relations and Affairs, 3.9
Hutchin Hill Capital February 2014 - Present
Sandler Capital Management 2013 - 2013
Clovis Capital 2009 - 2012
Andor Capital Management 2007 - 2009
National Football League 2003 - 2005
Morgan Stanley 2001 - 2003
The White House 2000 - 2000
Skills
Investments, Asset Managment, Equities, Hedge Funds, Business Strategy, Strategic Planning, Valuation, Research, Marketing Strategy, Leadership, Hebrew, Farsi, Federal Government, Management, Negotiation, Competitive Analysis, Analysis, Asset Management, Entrepreneurship, Equity Research, Financial Modeling, Portfolio Management, Start-ups, Strategy, Venture Capital
Education
Harvard Business School 2005 — 2007
Master of Business Administration (MBA), Investment Management / General Management / Leadership
Colgate University 1997 — 2001
Bachelor's degree, International Relations and Affairs, 3.9
Donald Dempsey's Morgan Stanley Experience June 1994 - December 1995
Job Owner, Dempsey Investment Management
Industry Investment Management
Experience
Dempsey Investment Management March 2005 - Present
Toastmasters Of Greater Burlington, Vermont July 2011 - July 2012
Toastmasters of Greater Burlington 2004 - June 2011
Charles Schwab February 1996 - November 2004
Morgan Stanley June 1994 - December 1995
Skills
Investments, Investment Strategies, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Advisory, Retirement, Asset Allocation, 401k, Asset Management, Wealth Management, Financial Advisory, Retirement Planning, Investment Management, Estate Planning, Bonds, Securities, ETFs, Small Business, Separately Managed..., Management, Personal Finance, Options, Financial Planners, Finance, Fixed Income, IRAs, Financial Services, Equities, Insurance, Financial Planning, High Net Worth..., Life Insurance, Wealth, Stocks, UMA, Dividend Stocks
Education
College for Financial Planning 2000 — 2005
CFP, Financial Planning
University of Vermont 1985 — 1989
B.S., Consumer Studies
Dempsey Investment Management March 2005 - Present
Toastmasters Of Greater Burlington, Vermont July 2011 - July 2012
Toastmasters of Greater Burlington 2004 - June 2011
Charles Schwab February 1996 - November 2004
Morgan Stanley June 1994 - December 1995
Skills
Investments, Investment Strategies, Mutual Funds, Strategic Financial..., Portfolio Management, Investment Advisory, Retirement, Asset Allocation, 401k, Asset Management, Wealth Management, Financial Advisory, Retirement Planning, Investment Management, Estate Planning, Bonds, Securities, ETFs, Small Business, Separately Managed..., Management, Personal Finance, Options, Financial Planners, Finance, Fixed Income, IRAs, Financial Services, Equities, Insurance, Financial Planning, High Net Worth..., Life Insurance, Wealth, Stocks, UMA, Dividend Stocks
Education
College for Financial Planning 2000 — 2005
CFP, Financial Planning
University of Vermont 1985 — 1989
B.S., Consumer Studies
Megan Beecher's Morgan Stanley Experience September 2000 - Present
Job Supervisory Analyst / Vice President in Equity Research at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2000 - Present
Lehman Brothers 1997 - 2000
Edgell Communications 1996 - 1997
Morgan Stanley 1986 - 1989
The Free Press/Macmillan 1982 - 1986
AMACOM/American Management Association 1980 - 1982
Skills
Equity Research, Series 16, Series 7, FINRA, Financial Services, Equity Valuation, Equities, Financial Markets, Fixed Income Analysis, Venture Capital, Competitive Analysis, FX Options, Emerging Markets, Derivatives, Equity Trading, Trading Systems, Private Equity, Strategy, Trading, Mutual Funds, Banking, Analysis, Commodity, Alternative Investments, Thought Leadership, Corporate Finance, Finance, Due Diligence, Credit Analysis, Fundamental Analysis, Options, Investment Strategies, Corporate Development, Institutional..., Equity Capital Markets, Financial Regulation, Mergers & Acquisitions, Electronic Trading, Business, Bonds
Education
Colgate University 1976 — 1978
BA, History
Mount Holyoke College 1974 — 1976
History
New Trier High School 1970 — 1974
Morgan Stanley September 2000 - Present
Lehman Brothers 1997 - 2000
Edgell Communications 1996 - 1997
Morgan Stanley 1986 - 1989
The Free Press/Macmillan 1982 - 1986
AMACOM/American Management Association 1980 - 1982
Skills
Equity Research, Series 16, Series 7, FINRA, Financial Services, Equity Valuation, Equities, Financial Markets, Fixed Income Analysis, Venture Capital, Competitive Analysis, FX Options, Emerging Markets, Derivatives, Equity Trading, Trading Systems, Private Equity, Strategy, Trading, Mutual Funds, Banking, Analysis, Commodity, Alternative Investments, Thought Leadership, Corporate Finance, Finance, Due Diligence, Credit Analysis, Fundamental Analysis, Options, Investment Strategies, Corporate Development, Institutional..., Equity Capital Markets, Financial Regulation, Mergers & Acquisitions, Electronic Trading, Business, Bonds
Education
Colgate University 1976 — 1978
BA, History
Mount Holyoke College 1974 — 1976
History
New Trier High School 1970 — 1974
Greg Allen(dag@ffec.com)'s Morgan Stanley Experience 1978 - 2003
Job Board of Governors at Concord University
Industry Financial Services
Experience
Concord University August 2012 - Present
Disciplined Advisors Group 2006 - Present
Banc of America Investments 2003 - 2005
Morgan Stanley 1978 - 2003
Morgan Stanley Dean Witter 1995 - 2000
Merrill Lynch 1972 - 1977
Skills
Investments
Education
Concord University 1966 — 1970
Bachelor of Science (BS), Business/Economics
College for Financial Planning
CFP
Concord University August 2012 - Present
Disciplined Advisors Group 2006 - Present
Banc of America Investments 2003 - 2005
Morgan Stanley 1978 - 2003
Morgan Stanley Dean Witter 1995 - 2000
Merrill Lynch 1972 - 1977
Skills
Investments
Education
Concord University 1966 — 1970
Bachelor of Science (BS), Business/Economics
College for Financial Planning
CFP
Daniel Kohn's Morgan Stanley Experience November 2007 - March 2009
Job Chambertin Capital LLC
Industry Financial Services
Experience
Chambertin Capital January 2011 - Present
ARIF Partners 2009 - Present
Morgan Stanley November 2007 - March 2009
Washington Mutual January 2007 - November 2007
General Motors 2006 - 2007
JPMorgan 1999 - 2005
Skills
Fixed Income, Portfolio Management, Equities, Hedge Funds, Derivatives, Investments, Trading, Valuation, Asset Management, Financial Modeling, Options, Risk Management, Securities, Financial Risk, Performance Attribution, Quantitative Analysis, Attribution, Investment Strategies, Quantitative Analytics, Finance, Asset Allocation, Capital Markets, Bloomberg, Alternative Investments, Hedging, Equity Research, Wealth Management, Qualitative Research, Credit Analysis, Structured Products, Quantitative Finance, Economics, Credit, Investment Management, Emerging Markets, Trading Strategies, Market Risk, Trading Systems, Due Diligence, Portfolio Optimization, Risk, Credit Risk, Swaps, VAR, Commodities, Private Equity, FX, Bonds, Physical Chemistry, Investment Strategy
Education
University of Maryland College Park 1997 — 1999
M.S.
Colgate University 1992 — 1996
B.A.
Columbia University in the City of New York
Chambertin Capital January 2011 - Present
ARIF Partners 2009 - Present
Morgan Stanley November 2007 - March 2009
Washington Mutual January 2007 - November 2007
General Motors 2006 - 2007
JPMorgan 1999 - 2005
Skills
Fixed Income, Portfolio Management, Equities, Hedge Funds, Derivatives, Investments, Trading, Valuation, Asset Management, Financial Modeling, Options, Risk Management, Securities, Financial Risk, Performance Attribution, Quantitative Analysis, Attribution, Investment Strategies, Quantitative Analytics, Finance, Asset Allocation, Capital Markets, Bloomberg, Alternative Investments, Hedging, Equity Research, Wealth Management, Qualitative Research, Credit Analysis, Structured Products, Quantitative Finance, Economics, Credit, Investment Management, Emerging Markets, Trading Strategies, Market Risk, Trading Systems, Due Diligence, Portfolio Optimization, Risk, Credit Risk, Swaps, VAR, Commodities, Private Equity, FX, Bonds, Physical Chemistry, Investment Strategy
Education
University of Maryland College Park 1997 — 1999
M.S.
Colgate University 1992 — 1996
B.A.
Columbia University in the City of New York
James Cordon's Morgan Stanley Experience January 2009 - Present
Job First Vice President Investments at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2009 - Present
UBS July 2001 - January 2009
Education
Colgate University 1997 — 2001
Bachelor of Arts, Economics
Mounds Park Academy 1985 — 1997
Morgan Stanley January 2009 - Present
UBS July 2001 - January 2009
Education
Colgate University 1997 — 2001
Bachelor of Arts, Economics
Mounds Park Academy 1985 — 1997
Greg Neumann's Morgan Stanley Experience August 1983 - August 1994
Job Managing Director at Karis Capital Partners
Industry Investment Management
Experience
Karis Capital Partners September 2013 - Present
Knight Capital Partners October 2010 - September 2013
Auriel Capital Limited July 2007 - January 2010
Alstra Capital October 2005 - July 2007
Deutsche Asset Management April 2002 - September 2005
Scudder, Stevens & Clark August 1994 - April 2002
Morgan Stanley August 1983 - August 1994
Education
Columbia University - Columbia Business School 1982 — 1983
M.B.A, Finance
Colgate University 1973 — 1977
B.A., Economics
Karis Capital Partners September 2013 - Present
Knight Capital Partners October 2010 - September 2013
Auriel Capital Limited July 2007 - January 2010
Alstra Capital October 2005 - July 2007
Deutsche Asset Management April 2002 - September 2005
Scudder, Stevens & Clark August 1994 - April 2002
Morgan Stanley August 1983 - August 1994
Education
Columbia University - Columbia Business School 1982 — 1983
M.B.A, Finance
Colgate University 1973 — 1977
B.A., Economics
Greg Loehmann's Morgan Stanley Experience September 2011 - March 2012
Job Executive Compensation Consultant
Industry Management Consulting
Experience
Compensia January 2014 - Present
Compensia April 2012 - December 2013
Morgan Stanley September 2011 - March 2012
McLagan October 2009 - September 2011
Pearl Meyer & Partners January 2001 - June 2006
Skills
Strategy, Executive Pay, Program Management, Management Consulting, Business Strategy, Financial Modeling, Deferred Compensation, Management, Start-ups
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA
Colgate University
BA, Economics
Choate Rosemary Hall
Compensia January 2014 - Present
Compensia April 2012 - December 2013
Morgan Stanley September 2011 - March 2012
McLagan October 2009 - September 2011
Pearl Meyer & Partners January 2001 - June 2006
Skills
Strategy, Executive Pay, Program Management, Management Consulting, Business Strategy, Financial Modeling, Deferred Compensation, Management, Start-ups
Education
Massachusetts Institute of Technology - Sloan School of Management 2006 — 2008
MBA
Colgate University
BA, Economics
Choate Rosemary Hall
Chris Ackerman's Morgan Stanley Experience July 1999 - January 2006
Job Managing Director at Flexpoint Ford, LLC
Industry Venture Capital & Private Equity
Experience
Flexpoint Ford, LLC January 2006 - Present
Morgan Stanley July 1999 - January 2006
Morgan Stanley July 1994 - July 1997
Skills
Private Equity, Alternative Investments, Venture Capital, Leveraged Finance, Valuation, Investment Banking, Financial Structuring, Equities, Due Diligence, Financial Modeling, Mergers, Deal Sourcing
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA
Colgate University 1990 — 1994
BA, Mathematical Economics
Flexpoint Ford, LLC January 2006 - Present
Morgan Stanley July 1999 - January 2006
Morgan Stanley July 1994 - July 1997
Skills
Private Equity, Alternative Investments, Venture Capital, Leveraged Finance, Valuation, Investment Banking, Financial Structuring, Equities, Due Diligence, Financial Modeling, Mergers, Deal Sourcing
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA
Colgate University 1990 — 1994
BA, Mathematical Economics
Douglas Arthur's Morgan Stanley Experience 1995 - May 2006
Job at Evercore Partners
Industry Investment Management
Experience
Evercore Partners March 2010 - Present
Redhawk Capital October 2008 - April 2010
Three Chopt Capital August 2006 - September 2008
Morgan Stanley 1995 - May 2006
Kidder Peabody 1981 - 1994
Education
Colgate University 1974 — 1979
Evercore Partners March 2010 - Present
Redhawk Capital October 2008 - April 2010
Three Chopt Capital August 2006 - September 2008
Morgan Stanley 1995 - May 2006
Kidder Peabody 1981 - 1994
Education
Colgate University 1974 — 1979
Jeff Wertheimer's Morgan Stanley Experience July 2004 - October 2010
Job Head of FX eDistribution, Americas at HSBC
Industry Investment Banking
Experience
HSBC October 2010 - Present
Morgan Stanley July 2004 - October 2010
FXall 2001 - 2004
Deloitte Consulting 1998 - 2000
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Colgate University 1994 — 1998
HSBC October 2010 - Present
Morgan Stanley July 2004 - October 2010
FXall 2001 - 2004
Deloitte Consulting 1998 - 2000
Education
Columbia University - Columbia Business School 2007 — 2009
MBA
Colgate University 1994 — 1998
Colleen Thatcher's Morgan Stanley Experience March 2002 - July 2003
Job Senior Vice President, Account Executive at FolioDynamix
Industry Financial Services
Experience
FolioDynamix January 2014 - Present
GXS January 2012 - January 2014
Fortigent August 2010 - January 2012
KeyBank October 2006 - August 2010
National City Bank July 2003 - October 2006
Morgan Stanley March 2002 - July 2003
Skills
SaaS, Cloud Computing, Enterprise Software, Solution Selling, Business Analysis, Financial Services, Securities, Integration, Professional Services
Education
Weatherhead School of Management at Case Western Reserve University 2004 — 2007
MBA, Marketing
Colgate University 1997 — 2002
BA, French
FolioDynamix January 2014 - Present
GXS January 2012 - January 2014
Fortigent August 2010 - January 2012
KeyBank October 2006 - August 2010
National City Bank July 2003 - October 2006
Morgan Stanley March 2002 - July 2003
Skills
SaaS, Cloud Computing, Enterprise Software, Solution Selling, Business Analysis, Financial Services, Securities, Integration, Professional Services
Education
Weatherhead School of Management at Case Western Reserve University 2004 — 2007
MBA, Marketing
Colgate University 1997 — 2002
BA, French
Brian Bruce's Morgan Stanley Experience August 1988 - January 1994
Job Programmer
Industry Financial Services
Experience
Thomson Reuters September 2013 - Present
FXall May 2008 - Present
Citigroup January 2006 - May 2008
JP Morgan January 1994 - December 2002
Morgan Stanley August 1988 - January 1994
Skills
Electronic Trading, FX Options, Market Data, Trading Systems, Swaps, Trading, Financial Markets, Unix, Investment Banking, Exchange Connectivity, Routing, Sybase, Fixed Income, Foreign Exchange, Low Latency, Distributed Systems, Options, Hedge Funds, SQL, Capital Markets, Equity Trading, Equities, Interest Rate..., Order Management, Equity Derivatives, FX trading, Java Enterprise Edition, JMS, Java, Derivatives, Multithreading, SDLC, Agile Methodologies, Perl
Education
New York University - Leonard N. Stern School of Business 1997 — 1998
Colgate University 1984 — 1988
BA, Economics and Computer Science Dual Major
Thomson Reuters September 2013 - Present
FXall May 2008 - Present
Citigroup January 2006 - May 2008
JP Morgan January 1994 - December 2002
Morgan Stanley August 1988 - January 1994
Skills
Electronic Trading, FX Options, Market Data, Trading Systems, Swaps, Trading, Financial Markets, Unix, Investment Banking, Exchange Connectivity, Routing, Sybase, Fixed Income, Foreign Exchange, Low Latency, Distributed Systems, Options, Hedge Funds, SQL, Capital Markets, Equity Trading, Equities, Interest Rate..., Order Management, Equity Derivatives, FX trading, Java Enterprise Edition, JMS, Java, Derivatives, Multithreading, SDLC, Agile Methodologies, Perl
Education
New York University - Leonard N. Stern School of Business 1997 — 1998
Colgate University 1984 — 1988
BA, Economics and Computer Science Dual Major
Laura Dennis MacLean's Morgan Stanley Experience 1994 - 1997
Job Admissions Board Member
Industry Education Management
Experience
Harvard Business School September 2006 - Present
Gillette November 2003 - February 2006
Centocor July 2002 - June 2003
Gap Inc. September 2001 - June 2002
Gap Inc. August 1999 - September 2001
Morgan Stanley 1994 - 1997
Education
Harvard Business School 1997 — 1999
MBA, General Management
Colgate University 1990 — 1994
Harvard Business School September 2006 - Present
Gillette November 2003 - February 2006
Centocor July 2002 - June 2003
Gap Inc. September 2001 - June 2002
Gap Inc. August 1999 - September 2001
Morgan Stanley 1994 - 1997
Education
Harvard Business School 1997 — 1999
MBA, General Management
Colgate University 1990 — 1994
Ryan Logue's Morgan Stanley Experience April 2005 - Present
Job Private Wealth Management Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2005 - Present
Morgan Stanley June 2003 - April 2005
Skills
Bloomberg, Asset Management, Financial Analysis, Asset Allocation, Thomson One, Equity Derivatives
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA)
Colgate University 1999 — 2003
Bachelor of Science (BS), English, Economics
Morgan Stanley April 2005 - Present
Morgan Stanley June 2003 - April 2005
Skills
Bloomberg, Asset Management, Financial Analysis, Asset Allocation, Thomson One, Equity Derivatives
Education
Columbia University - Columbia Business School 2010 — 2012
Master of Business Administration (MBA)
Colgate University 1999 — 2003
Bachelor of Science (BS), English, Economics
Keith Garsson's Morgan Stanley Experience 2002 - 2007
Job Owner, Skytop Solutions
Industry Information Services
Experience
DataPlex Analytics January 2014 - Present
BRTG 2007 - 2012
Freddie Mac 2010 - 2011
CareersUSA 2009 - 2009
Morgan Stanley 2002 - 2007
Morgan Stanley 2002 - 2007
Clayton July 1996 - September 2003
Clayton Holdings 1996 - 2002
Skills
Mortgage Lending, Loan Servicing, Capital Markets, Loans, Credit, Risk Management, Portfolio Management, Mortgage Banking
Education
Colgate University 1978 — 1982
BA, Physics
DataPlex Analytics January 2014 - Present
BRTG 2007 - 2012
Freddie Mac 2010 - 2011
CareersUSA 2009 - 2009
Morgan Stanley 2002 - 2007
Morgan Stanley 2002 - 2007
Clayton July 1996 - September 2003
Clayton Holdings 1996 - 2002
Skills
Mortgage Lending, Loan Servicing, Capital Markets, Loans, Credit, Risk Management, Portfolio Management, Mortgage Banking
Education
Colgate University 1978 — 1982
BA, Physics
Ted Vande Woude's Morgan Stanley Experience May 1993 - July 1995
Job Owner, Queen City K9 Services
Industry Security and Investigations
Experience
Queen City K9 Services December 1998 - Present
Thomson Financial February 2002 - June 2003
TeamVest, Inc. March 2000 - December 2000
JP Morgan July 1995 - September 1997
Morgan Stanley May 1993 - July 1995
J.P. Morgan April 1989 - May 1993
J.T. Moran & Co. July 1987 - April 1989
Education
Colgate University 1983 — 1987
BA, Economics
Cold Spring Harbor High School 1979 — 1983
Queen City K9 Services December 1998 - Present
Thomson Financial February 2002 - June 2003
TeamVest, Inc. March 2000 - December 2000
JP Morgan July 1995 - September 1997
Morgan Stanley May 1993 - July 1995
J.P. Morgan April 1989 - May 1993
J.T. Moran & Co. July 1987 - April 1989
Education
Colgate University 1983 — 1987
BA, Economics
Cold Spring Harbor High School 1979 — 1983
Todd Markin's Morgan Stanley Experience February 2004 - March 2015
Job Executive Director at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley February 2004 - March 2015
Miller Tabak Roberts Securities, LLC February 1999 - February 2004
Skills
Credit Trading, Credit Derivatives, CDS, Series 24, Proprietary Trading, Financial Markets, Derivatives
Education
Colgate University 1994 — 1998
Bachelor's degree, Economics
McDonogh School 1990 — 1994
Morgan Stanley February 2004 - March 2015
Miller Tabak Roberts Securities, LLC February 1999 - February 2004
Skills
Credit Trading, Credit Derivatives, CDS, Series 24, Proprietary Trading, Financial Markets, Derivatives
Education
Colgate University 1994 — 1998
Bachelor's degree, Economics
McDonogh School 1990 — 1994
Bonnie Peel's Morgan Stanley Experience October 2000 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2000 - Present
Deutsche Bank 1993 - 2000
Skills
Service Desk, Incident Management, Operational Risk..., Hedge Funds, Project Management, Disaster Recovery, Change Management, Management Consulting, Project Portfolio..., Business Analysis, Infrastructure, Program Management, Risk Management, Trading Systems, Banking, Due Diligence, Portfolio Management, Investment Banking, Strategy, Enterprise Architecture, Vendor Management
Education
Colgate University
BA, Social Psychology
Morgan Stanley October 2000 - Present
Deutsche Bank 1993 - 2000
Skills
Service Desk, Incident Management, Operational Risk..., Hedge Funds, Project Management, Disaster Recovery, Change Management, Management Consulting, Project Portfolio..., Business Analysis, Infrastructure, Program Management, Risk Management, Trading Systems, Banking, Due Diligence, Portfolio Management, Investment Banking, Strategy, Enterprise Architecture, Vendor Management
Education
Colgate University
BA, Social Psychology
Niyi Adebamiro's Morgan Stanley Experience June 2007 - August 2007
Job Inflation Trading at JP Morgan
Industry Financial Services
Experience
J.P. Morgan July 2010 - Present
J.P. Morgan July 2009 - July 2010
J.P. Morgan June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Education
Colgate University 2004 — 2008
BA, Economics, Applied Mathematics
J.P. Morgan July 2010 - Present
J.P. Morgan July 2009 - July 2010
J.P. Morgan June 2008 - August 2008
Morgan Stanley June 2007 - August 2007
Education
Colgate University 2004 — 2008
BA, Economics, Applied Mathematics
Devon Driscoll's Morgan Stanley Experience June 2004 - February 2007
Job Associate Brand Manager at Unilever
Industry Marketing and Advertising
Experience
Unilever June 2012 - June 2015
Philips Avent, Philips Consumer Lifestyle May 2011 - August 2011
AllianceBernstein February 2007 - July 2010
Morgan Stanley June 2004 - February 2007
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Marketing
Colgate University 2000 — 2004
BA, English
Unilever June 2012 - June 2015
Philips Avent, Philips Consumer Lifestyle May 2011 - August 2011
AllianceBernstein February 2007 - July 2010
Morgan Stanley June 2004 - February 2007
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Marketing
Colgate University 2000 — 2004
BA, English
David Almquist's Morgan Stanley Experience January 2005 - October 2008
Job Vice President Investments at UBS
Industry Financial Services
Experience
UBS November 2008 - Present
Morgan Stanley January 2005 - October 2008
Education
Holderness School 1998 — 2001
Fessenden School 1988 — 1994
Colgate University
Bachelor of Arts (B.A.)
UBS November 2008 - Present
Morgan Stanley January 2005 - October 2008
Education
Holderness School 1998 — 2001
Fessenden School 1988 — 1994
Colgate University
Bachelor of Arts (B.A.)
David Perlman's Morgan Stanley Experience February 2007 - April 2014
Job ETF Research at UBS
Industry Financial Services
Experience
UBS April 2014 - Present
Morgan Stanley February 2007 - April 2014
Morgan Stanley 2005 - 2007
Skills
Bloomberg, Microsoft Office, Morningstar Direct, ETFs, CEF, Factset, Fixed Income, Capital IQ, Wealth Management, Research, Investments
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master of Business Administration (MBA), Finance and Strategy
Colgate University 2001 — 2005
BA, Chemistry
UBS April 2014 - Present
Morgan Stanley February 2007 - April 2014
Morgan Stanley 2005 - 2007
Skills
Bloomberg, Microsoft Office, Morningstar Direct, ETFs, CEF, Factset, Fixed Income, Capital IQ, Wealth Management, Research, Investments
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
Master of Business Administration (MBA), Finance and Strategy
Colgate University 2001 — 2005
BA, Chemistry
Andy Colbert's Morgan Stanley Experience 2003 - 2003
Job Managing Director, Healthcare Corporate Finance at Ziegler
Industry Investment Banking
Experience
Ziegler May 2006 - Present
Blueprint Health LLC 2011 - Present
FBR 2005 - 2006
UBS 2004 - 2004
Morgan Stanley 2003 - 2003
Skills
Due Diligence, Investment Banking, Venture Capital, Financial Modeling, Private Equity, Strategy, Investments, Valuation, Corporate Finance, Mergers, Management, Acquisitions
Education
Colgate University
BA, International Relations, Economics
Deerfield Academy
Eaglebrook
Ziegler May 2006 - Present
Blueprint Health LLC 2011 - Present
FBR 2005 - 2006
UBS 2004 - 2004
Morgan Stanley 2003 - 2003
Skills
Due Diligence, Investment Banking, Venture Capital, Financial Modeling, Private Equity, Strategy, Investments, Valuation, Corporate Finance, Mergers, Management, Acquisitions
Education
Colgate University
BA, International Relations, Economics
Deerfield Academy
Eaglebrook
Kenneth Stammer, CFP, CRPS, LUTCF's Morgan Stanley Experience August 1995 - November 2008
Job First Vice President Wealth Advisor
Industry Financial Services
Experience
UBS Wealth Management November 2008 - Present
Morgan Stanley August 1995 - November 2008
Prudential Financial October 1986 - October 1994
Education
College for Financial Planning 2014 — 2015
CRPS, Financial Planning and Services
College for Financial Planning 1990 — 1992
CFP, Financial Planning and Services
The National Asscociation of Life Underwriters 1987 — 1990
LUTCF, Financial Services and Estate Planning
UBS Wealth Management November 2008 - Present
Morgan Stanley August 1995 - November 2008
Prudential Financial October 1986 - October 1994
Education
College for Financial Planning 2014 — 2015
CRPS, Financial Planning and Services
College for Financial Planning 1990 — 1992
CFP, Financial Planning and Services
The National Asscociation of Life Underwriters 1987 — 1990
LUTCF, Financial Services and Estate Planning
Cherie Mason's Morgan Stanley Experience March 2000 - December 2000
Job Regional Retirement Specialist/ Employee Benefit Specialist at Principal Financial Group/ Princor Registered Rep
Industry Financial Services
Experience
Principal Financial Group March 2012 - Present
American Family Life Assurance Co July 2010 - October 2011
Wells Fargo Advantage July 2008 - January 2010
Old Mutual November 2005 - July 2008
Northern January 2001 - October 2005
Morgan Stanley March 2000 - December 2000
Banc of America January 1999 - March 2000
Bank of America April 1997 - July 1999
Commercial Federal Bank June 1990 - April 1997
Skills
Mutual Funds, Retirement, Investments, Financial Services, Securities, 401k, Retirement Planning, IRAs, Financial Advisory, Insurance, Portfolio Management, Management, Finance, Employee Benefits, Economics, Fixed Annuities, Wealth Management, Relationship Management, Life Insurance, Asset Allocation, Small Business, Business Development, Asset Managment, Disability Insurance, Equities, Strategic Financial..., Financial Planners, Brokers, Investment Advisory, Estate Planning, Pensions, Long-term Care, Uniform Combined State..., Investment Strategies
Education
Keller Graduate School of Management of DeVry University
Master’s Degree, Accounting and Financial Management - Accouting
Metropolitan State University of Denver 2001 — 2004
Bachelors, Finance
College for Financial Planning
Master's, Financial Planning
Principal Financial Group March 2012 - Present
American Family Life Assurance Co July 2010 - October 2011
Wells Fargo Advantage July 2008 - January 2010
Old Mutual November 2005 - July 2008
Northern January 2001 - October 2005
Morgan Stanley March 2000 - December 2000
Banc of America January 1999 - March 2000
Bank of America April 1997 - July 1999
Commercial Federal Bank June 1990 - April 1997
Skills
Mutual Funds, Retirement, Investments, Financial Services, Securities, 401k, Retirement Planning, IRAs, Financial Advisory, Insurance, Portfolio Management, Management, Finance, Employee Benefits, Economics, Fixed Annuities, Wealth Management, Relationship Management, Life Insurance, Asset Allocation, Small Business, Business Development, Asset Managment, Disability Insurance, Equities, Strategic Financial..., Financial Planners, Brokers, Investment Advisory, Estate Planning, Pensions, Long-term Care, Uniform Combined State..., Investment Strategies
Education
Keller Graduate School of Management of DeVry University
Master’s Degree, Accounting and Financial Management - Accouting
Metropolitan State University of Denver 2001 — 2004
Bachelors, Finance
College for Financial Planning
Master's, Financial Planning
Richard L. Bartholomew II, MBA, CFP®'s Morgan Stanley Experience 2002 - 2003
Job Wealthcare Advisor at Wealthcare Capital Management
Industry Financial Services
Experience
Wealthcare Capital Management 2010 - Present
ProEquities, Inc. 2008 - 2010
Citi Smith Barney 2007 - 2008
Ronald Blue & Co. 2006 - 2007
Mercer Advisors 2003 - 2006
Morgan Stanley 2002 - 2003
Skills
Wealth Management, Investment Advisory, Retirement, Asset Management, Financial Planning
Education
Marshall University 1997 — 1999
Master of Business Administration (MBA)
Marshall University 1988 — 1994
Bachelor of Business Administration (BBA)
College for Financial Planning
CFP® Program
Wealthcare Capital Management 2010 - Present
ProEquities, Inc. 2008 - 2010
Citi Smith Barney 2007 - 2008
Ronald Blue & Co. 2006 - 2007
Mercer Advisors 2003 - 2006
Morgan Stanley 2002 - 2003
Skills
Wealth Management, Investment Advisory, Retirement, Asset Management, Financial Planning
Education
Marshall University 1997 — 1999
Master of Business Administration (MBA)
Marshall University 1988 — 1994
Bachelor of Business Administration (BBA)
College for Financial Planning
CFP® Program
Amr Nosseir's Morgan Stanley Experience 1990 - 2005
Job Senior Managing Director at CVC Group
Industry Financial Services
Experience
CVC Capital Partners 2015 - Present
Perella Weinberg Partners 2006 - 2014
Morgan Stanley 1990 - 2005
Citi 1984 - 1989
Skills
Equities, Due Diligence, Investment Banking, Capital Markets, Hedge Funds, Valuation, Mergers & Acquisitions, Private Equity, Financial Modeling, Alternative Investments, Asset Management, Investments, Emerging Markets, Corporate Development, Corporate Finance, Fixed Income, Strategic Planning, Venture Capital, Strategy, Business Strategy, Entrepreneurship
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance, Real Estate
Colgate University 1972 — 1976
BA, Economics
CVC Capital Partners 2015 - Present
Perella Weinberg Partners 2006 - 2014
Morgan Stanley 1990 - 2005
Citi 1984 - 1989
Skills
Equities, Due Diligence, Investment Banking, Capital Markets, Hedge Funds, Valuation, Mergers & Acquisitions, Private Equity, Financial Modeling, Alternative Investments, Asset Management, Investments, Emerging Markets, Corporate Development, Corporate Finance, Fixed Income, Strategic Planning, Venture Capital, Strategy, Business Strategy, Entrepreneurship
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance, Real Estate
Colgate University 1972 — 1976
BA, Economics
Andrew Donner's Morgan Stanley Experience January 2015 - Present
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley August 2011 - December 2014
Morgan Stanley June 2011 - July 2011
Bank of America Merrill Lynch July 2008 - May 2011
Credit Suisse June 2007 - August 2007
Education
Colgate University 2004 — 2008
Bachelors, Economics
The Lawrenceville School 2000 — 2004
Morgan Stanley January 2015 - Present
Morgan Stanley August 2011 - December 2014
Morgan Stanley June 2011 - July 2011
Bank of America Merrill Lynch July 2008 - May 2011
Credit Suisse June 2007 - August 2007
Education
Colgate University 2004 — 2008
Bachelors, Economics
The Lawrenceville School 2000 — 2004
Bradley Ernst's Morgan Stanley Experience June 2005 - August 2005
Job Equity Analyst at Columbia Management
Industry Investment Management
Experience
Columbia Wanger Asset Management August 2014 - Present
Capital Group June 2013 - September 2013
Accretive Health January 2010 - August 2012
Accretive Health August 2008 - December 2009
Allston Trading LLC June 2007 - August 2007
Morgan Stanley June 2005 - August 2005
Skills
SQL Server, Crystal Reports, Microsoft Excel, Equity Research, Financial Analysis, Portfolio Management, Investments, Financial Modeling, Matlab, Hyperion, Java Programming, Python Programming, PowerPoint, Microsoft SQL Server, Analysis
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting, Analytic Finance, Operations Mgmt, and Entrepreneurship, with Honors
Colgate University 2005 — 2008
BA, Economics with High Honors, Mathematics
Lake Forest High School 2000 — 2004
Columbia Wanger Asset Management August 2014 - Present
Capital Group June 2013 - September 2013
Accretive Health January 2010 - August 2012
Accretive Health August 2008 - December 2009
Allston Trading LLC June 2007 - August 2007
Morgan Stanley June 2005 - August 2005
Skills
SQL Server, Crystal Reports, Microsoft Excel, Equity Research, Financial Analysis, Portfolio Management, Investments, Financial Modeling, Matlab, Hyperion, Java Programming, Python Programming, PowerPoint, Microsoft SQL Server, Analysis
Education
The University of Chicago - Booth School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting, Analytic Finance, Operations Mgmt, and Entrepreneurship, with Honors
Colgate University 2005 — 2008
BA, Economics with High Honors, Mathematics
Lake Forest High School 2000 — 2004
Nick Pateros, CFA's Morgan Stanley Experience September 2001 - February 2003
Job Director at Citi
Industry Financial Services
Experience
Citi January 2013 - Present
Citi January 2010 - January 2013
Citi August 2006 - January 2010
Citi June 2005 - August 2005
Harris Bank February 2003 - June 2004
Morgan Stanley September 2001 - February 2003
Deutsche Bank June 2000 - June 2001
Skills
Financial Modeling, Finance, Asset Management, Banking, Investments, Fixed Income, Portfolio Management, Corporate Finance, Valuation, Investment Banking, Management, Risk Management
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA, Finance and Investments
Colgate University 1996 — 2000
BA, Environmental Biology
Lake Forest Academy 1992 — 1996
Citi January 2013 - Present
Citi January 2010 - January 2013
Citi August 2006 - January 2010
Citi June 2005 - August 2005
Harris Bank February 2003 - June 2004
Morgan Stanley September 2001 - February 2003
Deutsche Bank June 2000 - June 2001
Skills
Financial Modeling, Finance, Asset Management, Banking, Investments, Fixed Income, Portfolio Management, Corporate Finance, Valuation, Investment Banking, Management, Risk Management
Education
University of Notre Dame - Mendoza College of Business 2004 — 2006
MBA, Finance and Investments
Colgate University 1996 — 2000
BA, Environmental Biology
Lake Forest Academy 1992 — 1996
Ellen Bailey's Morgan Stanley Experience April 2008 - Present
Job Senior Vice President Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2008 - Present
Morgan Stanley Wealth Management 2008 - Present
Citi Smith Barney 1996 - 2008
Education
Colgate University 1990 — 1994
BA, English, Economics, Religion
Morgan Stanley April 2008 - Present
Morgan Stanley Wealth Management 2008 - Present
Citi Smith Barney 1996 - 2008
Education
Colgate University 1990 — 1994
BA, English, Economics, Religion
Mark Castiglia's Morgan Stanley Experience 2006 - 2006
Job Associate at Ropes & Gray LLP
Industry Law Practice
Experience
Ropes & Gray LLP October 2012 - Present
Ropes & Gray LLP May 2011 - August 2011
Federal Bankruptcy Court SDNY May 2010 - August 2010
Brooklyn Law School February 2010 - May 2010
Mohawk Valley Resource Center for Refugees 2008 - 2008
Morgan Stanley 2006 - 2006
Education
Columbia University School of Law 2009 — 2012
J.D.
Colgate University 2005 — 2009
B.A., Russian, Political Science
New York University 2008 — 2008
French
Ropes & Gray LLP October 2012 - Present
Ropes & Gray LLP May 2011 - August 2011
Federal Bankruptcy Court SDNY May 2010 - August 2010
Brooklyn Law School February 2010 - May 2010
Mohawk Valley Resource Center for Refugees 2008 - 2008
Morgan Stanley 2006 - 2006
Education
Columbia University School of Law 2009 — 2012
J.D.
Colgate University 2005 — 2009
B.A., Russian, Political Science
New York University 2008 — 2008
French
William McCawley's Morgan Stanley Experience July 2006 - September 2009
Job Manager at Energy Future Holdings
Industry Oil & Energy
Experience
Energy Future Holdings November 2013 - Present
Energy Future Holdings October 2012 - November 2013
Q Investments October 2010 - May 2012
CSG Investments October 2009 - October 2010
Morgan Stanley July 2006 - September 2009
Education
Colgate University 2002 — 2006
Bachelor of Arts
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2005
UNSW Australia 2005 — 2005
Memphis University School 1996 — 2002
Energy Future Holdings November 2013 - Present
Energy Future Holdings October 2012 - November 2013
Q Investments October 2010 - May 2012
CSG Investments October 2009 - October 2010
Morgan Stanley July 2006 - September 2009
Education
Colgate University 2002 — 2006
Bachelor of Arts
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2005
UNSW Australia 2005 — 2005
Memphis University School 1996 — 2002
Bob Seaberg's Morgan Stanley Experience February 1996 - February 2014
Job President, Intersect Consulting LLC
Industry Financial Services
Experience
Intersect Consulting LLC March 2014 - Present
Morgan Stanley February 1996 - February 2014
American Skandia 1992 - 1996
Skills
Alternative Investments, Series 63, Strategic Planning, Asset Management, Management, Asset Allocation, Wealth Management, Investments, Portfolio Management, Mutual Funds, Retirement, Series 7, Coaching, Securities, Marketing, Retirement Planning, Equities, Nonprofits, Series 24, Risk Management, Trading, FINRA, Wealth, Financial Advisory, Strategy, Hedge Funds, Investment Management
Education
Syracuse University - Maxwell School 1971 — 1977
Ph.D, History
Colgate University 1965 — 1969
A.B., Philosophy & Religion
Intersect Consulting LLC March 2014 - Present
Morgan Stanley February 1996 - February 2014
American Skandia 1992 - 1996
Skills
Alternative Investments, Series 63, Strategic Planning, Asset Management, Management, Asset Allocation, Wealth Management, Investments, Portfolio Management, Mutual Funds, Retirement, Series 7, Coaching, Securities, Marketing, Retirement Planning, Equities, Nonprofits, Series 24, Risk Management, Trading, FINRA, Wealth, Financial Advisory, Strategy, Hedge Funds, Investment Management
Education
Syracuse University - Maxwell School 1971 — 1977
Ph.D, History
Colgate University 1965 — 1969
A.B., Philosophy & Religion
Courtney Lisecki CFP's Morgan Stanley Experience May 2000 - Present
Job at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2000 - Present
Wertheim Schroder 1989 - 2000
Trevor Stewart Burton and Jacobsen 1988 - 1989
Education
College for Financial Planning 1994 — 1996
CFP
Muhlenberg College 1984 — 1988
BA, Business administration
Ramapo HS
Morgan Stanley May 2000 - Present
Wertheim Schroder 1989 - 2000
Trevor Stewart Burton and Jacobsen 1988 - 1989
Education
College for Financial Planning 1994 — 1996
CFP
Muhlenberg College 1984 — 1988
BA, Business administration
Ramapo HS
Elizabeth Harrow's Morgan Stanley Experience June 2011 - Present
Job
Industry Financial Services
Experience
Morgan Stanley June 2011 - Present
Skills
Bloomberg, Series 7, Equities, Series 63, Capital Markets, Investments, Portfolio Management, Wealth Management, Equity Research, Asset Allocation, Securities, Series 86, Series 87
Education
Colgate University 2007 — 2011
The Spence School 2000 — 2007
High School
Morgan Stanley June 2011 - Present
Skills
Bloomberg, Series 7, Equities, Series 63, Capital Markets, Investments, Portfolio Management, Wealth Management, Equity Research, Asset Allocation, Securities, Series 86, Series 87
Education
Colgate University 2007 — 2011
The Spence School 2000 — 2007
High School
Bill Goldenberg's Morgan Stanley Experience July 1991 - July 1995
Job shoreline capital
Industry Financial Services
Experience
Bay Angels 2011 - Present
The Boston Company July 1995 - April 2001
Morgan Stanley July 1991 - July 1995
Education
Columbia University in the City of New York 1989 — 1991
MBA, Finance
Colgate University 1981 — 1985
BA, Mathematical Economics
Bay Angels 2011 - Present
The Boston Company July 1995 - April 2001
Morgan Stanley July 1991 - July 1995
Education
Columbia University in the City of New York 1989 — 1991
MBA, Finance
Colgate University 1981 — 1985
BA, Mathematical Economics
Todd Buchner's Morgan Stanley Experience 1997 - 2001
Job MD at Credit Suisse
Industry Banking
Experience
Credit Suisse 2001 - Present
Morgan Stanley 1997 - 2001
Cowen and Company 1996 - 1999
Education
Colgate University 1984 — 1988
Bachelor of Arts (BA), Political Science and Government
Cherry creek high school 1979 — 1983
High school
Credit Suisse 2001 - Present
Morgan Stanley 1997 - 2001
Cowen and Company 1996 - 1999
Education
Colgate University 1984 — 1988
Bachelor of Arts (BA), Political Science and Government
Cherry creek high school 1979 — 1983
High school
Stephen A. Sassi, CRPC®'s Morgan Stanley Experience June 2006 - November 2008
Job Vice President, Financial Consultant at Charles Schwab & Co.
Industry Financial Services
Experience
Charles Schwab April 2013 - Present
Merrill Lynch November 2008 - April 2013
Morgan Stanley June 2006 - November 2008
UBS October 2004 - December 2005
Skills
Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Strategic Financial..., Alternative Investments, Fixed Income
Education
College for Financial Planning
Chartered Retirement Planning Counselor
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Communications
Charles Schwab April 2013 - Present
Merrill Lynch November 2008 - April 2013
Morgan Stanley June 2006 - November 2008
UBS October 2004 - December 2005
Skills
Retirement Planning, Wealth Management, Investment Advisory, Asset Allocation, Investment Strategies, Strategic Financial..., Alternative Investments, Fixed Income
Education
College for Financial Planning
Chartered Retirement Planning Counselor
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Communications
Roumiana Zlateva's Morgan Stanley Experience June 2010 - July 2012
Job Associate Director UBS FIG Investment Banking
Industry Investment Banking
Experience
UBS February 2015 - Present
Oak Hill Capital July 2012 - January 2015
Morgan Stanley June 2010 - July 2012
Skills
Valuation, Private Equity, Investment Banking, Financial Services, Financial Modeling, Capital Markets, Due Diligence
Education
Colgate University 2006 — 2010
Bachelor of Arts (BA), High Honors in Mathematical Economics, Minor in Computer Science, Summa Cum Laude
American College of Sofia 2001 — 2006
UBS February 2015 - Present
Oak Hill Capital July 2012 - January 2015
Morgan Stanley June 2010 - July 2012
Skills
Valuation, Private Equity, Investment Banking, Financial Services, Financial Modeling, Capital Markets, Due Diligence
Education
Colgate University 2006 — 2010
Bachelor of Arts (BA), High Honors in Mathematical Economics, Minor in Computer Science, Summa Cum Laude
American College of Sofia 2001 — 2006
Brendan Hurley's Morgan Stanley Experience July 2014 - Present
Job Associate at Papamarkou Wellner Asset Management
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Papamarkou Wellner Asset Management October 2011 - July 2014
Olympia Capital Markets Group 2007 - 2011
Education
Colgate University 2003 — 2007
Bachelor of Science (BS)
Chaminade High School 1999 — 2003
Morgan Stanley July 2014 - Present
Papamarkou Wellner Asset Management October 2011 - July 2014
Olympia Capital Markets Group 2007 - 2011
Education
Colgate University 2003 — 2007
Bachelor of Science (BS)
Chaminade High School 1999 — 2003
Rebecca Regan's Morgan Stanley Experience August 2014 - Present
Job AML Compliance
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
JPMorgan Chase July 2013 - July 2014
Skills
KYC, AML, Bank Secrecy Act, Due Diligence, OFAC, Anti Money Laundering
Education
Colgate University 2003 — 2006
Bachelor of Arts (B.A.)
Fordham University School of Law
Doctor of Law (JD)
Morgan Stanley August 2014 - Present
JPMorgan Chase July 2013 - July 2014
Skills
KYC, AML, Bank Secrecy Act, Due Diligence, OFAC, Anti Money Laundering
Education
Colgate University 2003 — 2006
Bachelor of Arts (B.A.)
Fordham University School of Law
Doctor of Law (JD)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS