Experience
Raymond James  October 2007 - Present
Drexel Financial Services   October 2000 - September 2007
Union Planters Bank  June 1999 - September 2000
Morgan Stanley   April 1992 - March 1999
Merrill Lynch Realty  January 1987 - January 1989
Drexel Burnham Lambert  January 1977 - January 1987

Skills
Fixed Annuities, Strategic Financial..., Financial Advisory, Retirement Planning, Estate Planning, Series 63, Financial Services, Long-term Care, Insurance, Investment Strategies, Life Insurance, Securities, Investments, Disability Insurance, Options, Wealth, 401k, Uniform Combined State..., 401k Rollovers, Loans, Finance, Wealth Management..., Financial Planners, Series 65, ETFs, College Savings Plans, Bonds, Financial Planning

Education
Eastern Illinois University
Bachelor of Arts (BA), Business

Southern Illinois University
Business Studies

Lynchburg College   1971 — 1972
Liberal Arts Studies

Evanston Township

Experience
Morgan Stanley   June 2014 - Present
Morgan Stanley Wealth Management  June 2007 - May 2014
Morgan Stanley   April 2005 - April 2007
Morgan Stanley   April 2002 - April 2005
Indonesian National Television Corporation   September 1993 - April 1998

Skills
Wealth Management, Series 7, Series 63, Series 65, Asset Allocation, Investment Strategies, Portfolio Management, Alternative Investments, FINRA, Financial Recruiting, Branch Management, Sales Management, Equities, Investments, Uniform Combined State..., Investment Advisory, ETFs, General Aviation, series 3, series 66, series 9, series 10, Hedge Funds, Retirement Planning, Fixed Income, Strategic Financial..., Securities, Agriculture, Organic Farming, Talent Management, Talent Acquisition, Salesforce.com, Training, Coaching, Presentations, Certified Financial..., Financial Services, MBA, 401k Rollovers, 401k, Variable Annuities, Life Insurance, Long Term Care Insurance, Business Development, Onboarding

Education
Durham Business School   1994 — 1998
MBA, Finance, Organizational Development and Entrepreneurship

University of Durham   1988 — 1992
Bachelor of Arts (B.A.), Modern Language and Literature, Distinction in Oral Expression

University of Cambridge Local Examinations Syndicate
Royal Society of Arts - Certificate of Teaching English as a Foreign Language, International House, London

Experience
Merrill Lynch Wealth Management  April 2015 - Present
Cheevers, Hand & Angeline   August 2002 - April 2015
Morgan Stanley   May 1997 - August 2002
Dean Witter/Morgan Stanley  July 1985 - May 1997

Skills
Investments, Finance, Life Insurance, Series 7, Retirement Planning, Mutual Funds, Wealth Management, Equities, Portfolio Management, Asset Management, Series 63, Fixed Income, Securities, Investment Advisory, Asset Allocation, Retirement, Alternative Investments, Investment Strategies, Strategic Financial..., Investment Banking

Education
East Stroudsburg University of Pennsylvania   1978 — 1982
Bachelor of Arts (BA), Communication and Media Studies

Susquehanna Community HIgh School   1974 — 1978

Experience
Troika Dialog / Sberbank CIB / SberTech   2012 - Present
Volant Trading  2009 - 2011
Morgan Stanley   2007 - 2008
Microsoft  1998 - 2006
Truman State University  1993 - 1995

Skills
C++, Distributed Systems, XML, Perl, Python, C#, Software Design, Software Engineering, Multithreading, Linux, High Frequency Trading, Trading Systems, Index Arbitrage, Trading, JavaScript, SQL, Databases, SOAP, Feed Handlers, Performance Tuning, .NET, FIX, Software Development, Software Project..., Software Estimation, Customer Engagement, Technology Evangelism, Market making, Java, Scalability, Systems Integration, Agile Methodologies, Agile Application..., Computer Networking, Ultra Low Latency, Refactoring, Design Patterns, SOLID Principles, Enterprise Software, Agile Project Management, Scrum, Object Oriented Design, algorithms, visual studio, Program Management, Architecture, Programming, Management, Web Services

Education
University of Illinois at Urbana-Champaign   1995 — 1997
Master of Science (M.S.), Mathematics

Truman State University
Master of Arts, Mathematics

Eastern Mennonite University
Bachelor of Sciences, Liberal Arts and Sciences

Experience
MASI, Ltd.   April 2012 - Present
M&A International, Inc.   April 2012 - Present
CBV Advisors   January 2012 - January 2013
Six Pillar Capital, LLC   October 2010 - January 2012
LeTip Chicago Downtown Chapter   May 2004 - 2012
R Capital Advisors   October 2009 - October 2010
JPMorgan Chase  May 2005 - February 2009
Houlihan Smith & Co.   2009 - 2009
Morgan Stanley   April 2004 - May 2005
Ostrow Marine Inc.   1992 - 2004

Skills
International M&A, Investment Banking, Mergers & Acquisitions, Business Valuation, M&A experience, Entrepreneurship, New Business Development, Acquisitions, Capital Raising, Divestitures, Private Equity, Venture Capital, Hedge Funds, Financial Modeling, Valuation, Alternative Investments, Mergers, Investments, Corporate Finance, Litigation Support, Finance, Exit Strategies, LBO, Equities, Expert Witness, Medical Handheld..., Global Testing,..., Quality Management..., Non-Destructive Testing..., Contract Research..., Medical Product..., Cross-border Mergers &..., Construction &..., Precision Plastic..., Energy Efficiency &..., Scientific Research &..., Healthcare IT..., HR Staffing & Executive..., Food & Beverage (F&B)..., Broadband, Digital &..., Medical Contract..., Business Support..., Pharmaceutical Contract..., Precision Tool & Die..., Engineering Plastics..., Plastic Products..., OEM Contract..., Automotive & Aerospace..., Research and..., IQ-OQ-PQ Verification &...

Education
American Institute for Expert Witness Education (AIEWE)   2011 — 2011
Completed, Financial Litigation

Chartered Merger & Acquisition Professional (CMAP)   2011 — 2011
Completed, Middle Market Mergers and Acquisitions

Certified Valuation Analyst (CVA)   2010 — 2011
Completed, National Association of Certified Valuation Analyst (NACVA)

Chartered Alternative Investment Analyst (CAIA)   2009 — 2010
Completed, Alternative Investments

Investment Banking Institute   2009 — 2009
Completed, Financial Modeling and Valuation

Eastern Illinois University   1992 — 1997
BA, Economics, Business Administration

Experience
Morgan Stanley   September 2014 - Present
Prudential Financial  February 2013 - September 2014

Skills
Strategic Financial..., Series 6, Banking, Insurance, Life and Health..., Spanish-speaking, Microsoft Word, Microsoft Excel, Microsoft Office, Variable Annuities, Annuity Sales, Strategic Planning, Risk Management

Education
East Stroudsburg University of Pennsylvania   2007 — 2012
Bachelor of Science (B.S.), Business Management

Experience
Delaware Investments, a member of the Macquarie Capital Group   August 2000 - Present
Morgan Stanley   April 1998 - August 2000

Skills
Mutual Funds, Separately Managed..., Closed End Funds, Exchange Traded Funds, Index Funds, Equities, Fixed Income, Investments, Public Speaking, Revenue Generation, Asset Allocation, LinkedIn, AIF, CMFC

Education
East Carolina University   1989 — 1995
BS, Business Management

Experience
UBS Financial Services Inc.  June 2013 - Present
UBS Financial Services Inc.  January 2008 - May 2013
UBS Financial Services Inc.  June 2007 - December 2007
UBS Financial Services Inc.  July 2005 - June 2007
UBS Financial Services Inc.  January 2002 - July 2005
Morgan Stanley   June 1999 - January 2002

Education
East Tennessee State University   2001 — 2003
MBA, Business

East Tennessee State University   1994 — 1999
BBA, Finance

Happy Valley High School   1991 — 1994

Experience
Liberty Mutual Insurance  July 2013 - Present
Liberty Mutual Insurance  September 2011 - July 2013
Liberty Mutual Group  October 2008 - September 2011
Liberty Mutual Group  March 2008 - October 2008
Liberty Mutual Group  June 2007 - March 2008
Liberty Mutual Insurance  June 2006 - June 2007
Morgan Stanley   May 2005 - May 2006
United States Army  May 1999 - May 2005

Skills
Insurance, Investments, Accounting, Business Strategy, Fixed Annuities, Series 7, Risk Management, Process Improvement, Portfolio Management, Microsoft Excel, Financial Services, Financial Modeling, Financial Analysis, Finance, Data Analysis, Analysis, Leadership, Access, Business Analysis, Financial Reporting

Education
Eastern Connecticut State University
Bachelor of Arts, Economics; Business Economics

Experience
John Wiley and Sons  May 2013 - Present
John Wiley and Sons  July 2009 - May 2013
General Consultant   June 2008 - July 2009
Morgan Stanley   May 2005 - May 2008
John Wiley and Sons  August 1991 - May 2005

Skills
Budgets, Financial Modeling, Microsoft Excel, Strategic Planning, Project Management, Risk Management, Public Speaking, Due Diligence, Business Analysis, Valuation, Capital Markets, Microsoft Office, Management, Forecasting, Financial Accounting, Financial Analysis, Analysis, Financial Reporting, Operating Budgets, Credit, Contract Negotiation, Process Improvement, Business Planning, Accounting, Negotiation, Business Intelligence, Banking, Leadership, Finance, Executive Management, Portfolio Management, Strategy, Business Development, Business Strategy, Investments, Management Consulting, Business Process, Business Process..., Analytics, Corporate Finance, Policy, Consulting, Strategic Financial..., Human Resources, Training, Sales, Financial Services, Data Analysis, Asset Management, Change Management

Education
Marist College   2007 — 2009
Bachelors of Science

Dutchess Community College   2004 — 2007
Associates of Science

Experience
Eloquest Healthcare, Inc.   November 2009 - April 2012
Eloquest Healthcare, Inc.   October 2008 - October 2009
KeyBank  September 2005 - October 2008
KeyBank  February 2003 - September 2005
Morgan Stanley   August 2001 - August 2002

Skills
Retail, Sales, Account Management, Customer Service, Market Research, Marketing, Competitive Analysis, Market Analysis, Marketing Research, CRM, Business Development, Email Marketing, Management, Marketing Strategy, Product Launch, Sales Operations, Strategic Planning, Trade Shows

Education
Eastern Michigan University
BBA, Marketing

Southfield-Lathrup High School
Diploma

Experience
Dennis Wealth Management, LLC   February 2013 - Present
Valic Financial Advisors, Inc.   October 2003 - February 2013
Nationwide Securities Inc.   October 2001 - August 2003
Morgan Stanley   December 1999 - October 2001
Professional Basketball  August 1992 - December 1999

Skills
Retirement, Fixed Annuities, Series 7, Investments, Securities, Series 63, FINRA, Financial Services, Disability Insurance, Insurance, IRAs, Retirement Planning, Qualified Retirement..., 401k Consulting, 401k Rollovers, 403b plans/Tax Shelter..., 529 College Savings..., Mutual Funds, Estate Planning, Series 24, Finance, 401k, Investment Advisory, Financial Advisory, Series 65, Wealth Management, Asset Allocation, 529 Plans, Wealth, Financial Planners, Long-term Care, Life Insurance, Wealth Management..., Strategic Financial..., Portfolio Management, Asset Management, Term Life Insurance, Wealth Accumulation, College Savings Plans, Investment Strategies

Education
East Tennessee State University   1987 — 1992
Bachelor of Science (BS)

Charleston High School   1984 — 1987
Diploma

Experience
Health First  December 2014 - Present
Wilson Land Services   January 2014 - Present
Consultant  October 2012 - Present
Comprehensive Health Services  June 2006 - October 2012
Morgan Stanley   December 2002 - June 2006
Cingular Wireless  January 1999 - October 2002

Skills
Program Management, Team Building, Training, Strategic Planning, Process Improvement, Customer Service, Account Management, Coaching, Healthcare, Outlook, Software Documentation, Operations Management, Sales Presentations, Executive sales, Government account..., Major account..., drug testing, substance abuse testing, Microsoft Office, Budgets, Management, Negotiation, Leadership Development, Project Management, Recruiting, Leadership, Team Leadership, Drug Testing, Business Development, Policy, Public Speaking, Organizational..., Project Planning, New Business Development, Quality Assurance, Analysis, Proposal Writing, Employee Relations, Customer Satisfaction, Access, Contract Negotiation, Microsoft Excel, Change Management, Human Resources

Education
University of Central Florida   2013 — 2016
Business Management, Human Resources

Brevard Community College
Associate of Arts (AA), Business

PMTI

Experience
Raymond James Financial Services Inc. Member FINRA/SIPC   2007 - Present
Morgan Stanley   2001 - 2007
Merrill Lynch  1997 - 2001

Skills
Series 7, Securities, Fixed Annuities, Mutual Funds, Retirement, Series 63, Strategic Financial..., Wealth Management, Mortgage Lending, Banking, Finance, Customer Service, 401k Rollovers, Financial Advisory, Investments

Education
East Carolina University   1978 — 1982

Experience
Morgan Stanley   March 2008 - Present
UBS Financial Services  April 2003 - March 2008
Roney & Co  February 1987 - April 2003

Education
Eastern Michigan University   1966 — 1971
BBA, Finance and Financial Management Services

Grosse Pointe High School   1962 — 1966

WHARTON School of Business
Securities Industry Institute, Finance and Financial Management Services

Experience
Morgan Stanley   June 2014 - Present
Target  June 2013 - August 2013
Center for Technology and Innovation   January 2012 - May 2012
National Association of Black Accountants Inc.- Binghamton Chapter   September 2011 - May 2012

Skills
Customer Service, Time Management, Microsoft Office, Public Speaking, Event Planning, Research, Social Media, Event Management, Leadership, Human Resources, Access, Microsoft Excel, PowerPoint, Microsoft Word, Nonprofits

Education
State University of New York at Binghamton   2011 — 2013
Bachelor of Science, Marketing, Consulting and Leadership

Dutchess Community College   2009 — 2011
Business Administration

Experience
Morgan Stanley   2012 - Present
T Rowe Price  2008 - 2012
T. Rowe Price  2004 - 2008
Boston Financial Data Services  1988 - 2004

Skills
Relationship Management, Mutual Funds, Client Services, Problem Solving, Project Management, Team Leadership, Financial Services, CRM, Investments, Risk Management, SDLC, Leadership, Six Sigma, Series 63, Series 6, Series 7, series 26, Critical Thinking, Training, Alternative Investments, Call Centers, Fixed Income, Equities, Vendor Management, Management, Process Improvement

Education
Eastern Nazarene College
BA, Psychology

MidAmerica Nazarene University
MBA, Total Quality Management

Experience
IAT Group  2013 - Present
Johnson Lambert LLP  2007 - 2013
IBM  2003 - 2006
Morgan Stanley   2001 - 2002

Skills
Auditing, Accounting, Financial Reporting, Finance, Insurance, CPA, Property & Casualty..., Internal Controls, SEC filings, GAAP, US GAAP, Tax, External Audit, Statutory Accounting, Health Insurance, Crop Insurance, Strategic Financial..., Budgets, Life Insurance, Audits of Employee..., Financial Accounting, SEC Filings, Problem Solving, Assurance, Financial Planning, Financial Statements

Education
Haslam College of Business at the University of Tennessee   2002 — 2003
MAcc

East Tennessee State University   1996 — 2000
BBA

East Tennessee State University   1996 — 2000
BA

Experience
AgCareers.com  October 2010 - Present
RBC Bank  September 2007 - September 2010
New Century Bank, Dunn, NC   February 2005 - September 2007
Morgan Stanley   January 2001 - August 2004

Skills
Sales, Customer Service, Team Building, Microsoft Excel, PowerPoint, Microsoft Office, Strategic Planning, Banking, Teamwork, Human Resources, Leadership, Employee Relations, Management, Team Leadership, Time Management, Performance Management, Business Development

Education
East Carolina University   1995 — 2000
BS, Child Development & Family Relations

Triton High School   1991 — 1995

Experience
UBS Wealth Management  November 2008 - Present
Morgan Stanley   May 2004 - November 2008
General Motors  January 1999 - April 2004

Education
Northwood University - Richard DeVos Graduate School of Management   2000 — 2002
MBA

Eastern Michigan University   1991 — 1995

Anchor Bay

Experience
Deloitte Consulting  December 2010 - Present
SunGard Availability Services  February 2010 - November 2010
Morgan Stanley Investment Management  September 2008 - February 2010
Morgan Stanley   September 2005 - September 2008

Skills
Financial Structuring, Equities, Financial Analysis, Corporate Finance, Financial Accounting, Risk Management, Cost Accounting, Accounting, Due Diligence, Forecasting, Derivatives, Process Improvement, Fixed Income, Account Reconciliation, Finance, Financial Modeling, Financial Services, Management

Education
East Carolina University   2003 — 2005
B.S. Business Admin, Finance

Villanova University
Accounting

Experience
State Street  November 2014 - Present
attune Consulting  September 2013 - October 2014
The TJX Companies  January 2007 - June 2013
Stop & Shop Supermarket Co. LLC, Giant Food, Ahold USA   June 2004 - December 2006
Various Contract Assignments  March 2003 - November 2004
Brodeur Worldwide  January 2000 - December 2001
Morgan Stanley   September 1993 - January 2000

Skills
Financial Services, Merchandising, Supply Chain, Talent Acquisition, Recruiting, Sourcing, Inventory Management, Training, Employee Relations, Leadership, Management, Human Resources, Team Building, Process Improvement, Interviews, Talent Management, Deferred Compensation, Payroll, Benefits Administration, Personnel Management, Retail, Onboarding, Applicant Tracking..., Succession Planning, Hiring, Performance Management, Workforce Planning, Internet Recruiting, College Recruiting, Employee Engagement, Employee Training, Temporary Placement, New Hire Orientations, Strategy, Executive Search, Consulting, Employer Branding

Education
Eastern Nazarene College   2006 — 2006
Certficate

Howard University   1981 — 1987
BBA

Experience
Morgan Stanley   May 2014 - Present
UMT  August 2011 - May 2014
Deutsche Bank  June 2007 - August 2011
Wyeth Pharmaceuticals  May 2006 - August 2006
Siemens Medical Solutions USA, Inc.   June 2005 - December 2005
Siemens Medical Solutions USA, Inc.   May 2004 - May 2005

Skills
Agile Methodologies, Business Analysis, Program Management, Project Portfolio..., Cross-functional Team..., Scrum, Process Improvement, PMO, ITIL, Change Management, Project Management, Governance, Quality Assurance, Testing

Education
Stevens Institute of Technology   2005 — 2007
MS, Information Management & Project Management

Eastern Connecticut State University   2003 — 2005
BS, Computer Science

Bhartiya Vidya Bhavan VM Public School

Experience
Morgan Stanley   2011 - Present
FBRC   October 2007 - January 2011
Mad Box Media   January 2005 - 2010
Beasley Broadcast Group  July 2004 - April 2009
Employment Source  2007 - 2008

Skills
Portfolio Management, Financial Trading, Building Strategic..., Team Building, Profit Optimization

Education
East Carolina University - College of Business   2008 — 2010
Masters Degree, Human Resource Management

Fayetteville State University   2003 — 2005
Bachelor of Science: Business Administration, Business Management

Experience
Keller Williams Realty, Inc.   October 2010 - Present
Keller Williams Real Estate  April 2014 - September 2014
Global Lending Partners   June 2003 - September 2010
Morgan Stanley   June 2001 - June 2003

Skills
Short Sales Mastery, Military Relocation, Residential Listings, Navy, Short Sales, Sellers, Realty, Real Estate, Real Property, Residential Homes, First Time Home Buyers, Foreclosures, Investment Properties, Military, New Home Sales, FHA, REO, Refinance, Investors, Single Family Homes, National Association of..., Mortgage Lending, Referrals, HUD, SFR, Listings, Move Up Buyers, Townhomes, Relocation, Waterfront, Buyers, Pressure Washing

Education
Columbia College   2007 — 2012
BA, Business Administration

Eastern Kentucky University
Business Administration

Experience
Tata Communications  August 2015 - Present
Terremark Public Sector (A Verizon Company)   March 2012 - August 2015
Bay Technologies Consulting Group, Inc.   June 2011 - March 2012
Bay Technologies Consulting Group, Inc  June 2010 - May 2011
Morgan Stanley   December 2009 - May 2010
Morgan Stanley   October 2007 - December 2009

Skills
Cost Analysis, Government Liaison, Management, Marketing, Process Improvement, Program Management, Cloud Computing, Microsoft Office, Managed Services, Business Analysis, Software Documentation, Project Management, Bloomberg, Business Process..., Proposal Writing, Government, Sales, Leadership

Education
University of Maryland College Park   2004 — 2007
BA, Economics

University of Maryland, College   2004 — 2007
Bachelor of Arts, Economics

Dutchess Community College   2002 — 2004
AA, Liberal Arts

Experience
EY  February 2015 - Present
The Boston Consulting Group  September 2014 - January 2015
Credit Suisse  August 2014 - September 2014
Morgan Stanley   May 2014 - July 2014
Industrial and Commercial Bank of China, New York  March 2014 - March 2014
CFA Society Cleveland   June 2013 - March 2014
Flack Steel  October 2013 - December 2013
iVideo Technologies  June 2013 - August 2013
HSBC  April 2012 - July 2012
Nielsen  December 2011 - February 2012

Skills
Financial Modeling, Microsoft Excel, SAS, PowerPoint, Risk Management, Valuation, Data Analysis, Visual Basic, Bloomberg Terminal, Statistics, Equity Research, Corporate Finance, VBA, Bloomberg, Access, Capital IQ, Mandarin, Fixed Income, Investments, SQL, Structured Notes, Monte Carlo Simulation, Mergers & Acquisitions, Piano, Analysis, Finance, Portfolio Management

Education
Case Western Reserve University - Weatherhead School of Management   2012 — 2013
Risk Management; Fixed Income&Derivatives; Financial Modelling;Advanced Corporate Finance;

East China University of Science and Technology   2008 — 2012
Bachelor's degree, International Economics and Trade, 3.7

Experience
Ameriprise Financial Services, Inc.   September 2012 - Present
Deutsche Bank  2007 - July 2012
Morgan Stanley   1989 - 2007

Education
Eastern Illinois University   1984 — 1988
Bachelor of Arts (B.A.), Economics

Experience
AIG  September 2013 - Present
AIG  March 2013 - September 2013
AIG  August 2010 - March 2013
SNL Financial  2009 - 2010
Morgan Stanley   1998 - 2009
Sanofi-Aventis  1995 - 1998
Avon Products, INC.   1982 - 1995

Skills
Succession Planning, HR Policies, Onboarding, Employee Benefits, Strategy, Executive Coaching, Executive Pay, Personnel Management, Organizational Design, HR Consulting, Applicant Tracking..., Leadership, Career Development, Talent Management, Performance Management, Talent Acquisition, CRM, Strategic Planning, Human Capital, Human Resources

Education
Florida State University
BA

Eastern Kentucky University
MA

Experience
Morgan Stanley   February 2014 - Present
Morgan Stanley   August 2010 - February 2014
KBC Financial Products  October 2008 - August 2010
TCA Futures   December 2006 - April 2008
ICDM Group   June 2005 - July 2006

Skills
Capital Markets, Derivatives, Fixed Income, Risk Management, Financial Markets, Finance, Operational Risk, Financial Risk, Equities, Financial Analysis

Education
Imperial College London   2005 — 2006
MSc, Finance

Durham University   2002 — 2005
BA, Finance

Experience
Wells Fargo Advisors  September 2010 - Present
Morgan Stanley   1996 - 2010

Skills
Financial Services, Portfolio Management, Wealth Management, Mutual Funds, Investments, Finance, Securities, Asset Allocation, Asset Management, Financial Analysis, Financial Planning, Financial Advisory, Series 63, Alternative Investments, Retirement Planning, Series 7

Education
Eastern Connecticut State University   1984 — 1987
Bachelor of Science (B.S.), Psychology

Experience
Janney Montgomery Scott LLC  April 2009 - Present
Morgan Stanley   2006 - 2009
Legg Mason  1994 - 2006
Morgan Stanley   1987 - 1994

Skills
Retirement Planning, Wealth Management, Strategic Financial..., 401k, Investment Strategies, Asset Management, Investments, Wealth Management..., Equities, Series 65, Mutual Funds, Wealth, Tax, Alternative Investments, Series 63, ETFs, Fixed Annuities, Series 7, FINRA, Long-term Care, Fixed Income, Finance, Securities, Asset Allocation, Financial Services, Retirement, Financial Advisory, Investment Advisory, Estate Planning, Uniform Combined State..., Portfolio Management, Capital Markets

Education
East Tennessee State University   1974 — 1978
BS, History and Sociology

Experience
Morgan Stanley   September 2013 - Present
Celgene Corporation  May 2012 - August 2012

Education
East Carolina University   2009 — 2013
Bachelor's of Science

East Carolina University - College of Business   2009 — 2013
Bachelors of Science

Experience
BB&T  July 2012 - Present
BB&T  January 2010 - July 2012
BB&T  April 2008 - February 2010
Reliance Trust Company  June 2002 - March 2008
Morgan Stanley   July 1999 - June 2002

Skills
Securities Lending, Consumer Lending, Mortgage Lending, Personal Financial..., Insurance, Private Banking, Wealth Preservation..., Wealth Management, Banking, Commercial Lending, Credit, Estate Planning, Finance, Investments, Investment Strategies, Loans, Portfolio Management

Education
University of North Florida - College of Business Administration   1993 — 1996
Bachelor of Business Administration (B.B.A.), Management

East Carolina University   1989 — 1991
Business Management

Augsburg h.s.   1987 — 1989

Experience
Pathfinder Wealth Consulting www.pwcpath.com   June 2005 - Present
Morgan Stanley   January 2002 - June 2005
IFG Network Securities, Inc.   May 1996 - May 1999

Skills
Strategic Financial..., Marketing Communications, Research, Team Leadership, IRAs, Customer Service, Social Media Marketing, Retirement, Time Management, Series 7

Education
East Carolina University   1987 — 1992
Bachelor's Degree, Business Administration, Management and Operations

Lynbrook Sr. High School, Long Island NY   1983 — 1987
High School

Experience
GM Ventures   September 2010 - Present
University of Michigan  March 2014 - Present
Eastern Michigan University  April 2013 - Present
Eastern Michigan University  September 2007 - December 2010
NorthPointe Capital  May 2005 - August 2010
Delphi  December 2004 - June 2005
Morgan Stanley   2002 - 2004
General Motors  October 1999 - August 2000
BankOne  January 1999 - October 1999
Stout Risius Ross  March 1998 - January 1999

Skills
Portfolio Management, Investments, Financial Analysis, Financial Modeling, Valuation, Equity Research

Education
University of Michigan - Stephen M. Ross School of Business   2000 — 2002
MBA

Eastern Michigan University   1995 — 1998
BBA

Experience
Inteva Products  March 2015 - Present
Ford Motor Company  January 2013 - February 2015
B&D Cold Headed Products   January 2012 - December 2012
Federal-Mogul  July 2011 - January 2012
B&D Thread Rolling   January 2006 - July 2011
Morgan Stanley   2004 - 2005

Skills
Inventory Management, Supply Chain Management, Lean Manufacturing, Continuous Improvement, Forecasting, Sales Management, Sales Support, Strategic Planning, Project Planning, Supply Chain, Purchasing, Demand Planning, Manufacturing, Procurement, SAP, Sales Operations

Education
Florida Atlantic University   2002 — 2003
BBA, Economics

Eastern Michigan University   2009 — 2010
Graduate Certificate, Supply Chain Management

Michigan Manufacturing Technology Center   2009 — 2009
Lean Manufacturing, Lean Champion, Lean Executive, ISO/ TS16949, Internal Auditor

University of West Florida   1999 — 2001
AA, Business Economics

Dale Carnegie   2008 — 2009
Certificate of Completion, Effective Communications & Human Relations/ Skills for Success

Experience
Morgan Stanley   August 2012 - Present
Morgan Stanley   July 2011 - August 2011
Morgan Stanley   March 2010 - March 2010

Skills
Fixed Income, Foreign Exchange, Teamwork, Capital Markets, FX Spot, Interest Rates, FX Options, Emerging Markets, Bloomberg, Equities, Social Media, Microsoft Excel, PowerPoint, Financial Modeling, Microsoft Office, Research, Management, Derivatives

Education
University of Durham   2009 — 2012
Bachelor of Arts (B.A.), History, 1st

Haberdashers' Aske's School for Girls   1996 — 2009

Experience
British Petroleum  September 2011 - Present
British Petroleum  September 2010 - September 2011
ACS, a Xerox Company  November 2009 - September 2010
VALIC and Western National Life   June 2007 - November 2009
Thomson NETg  March 2004 - June 2007
Morgan Stanley   March 1996 - November 2003
Syntropy Corporation   March 1993 - March 1996
NASA/Barrios Technology   March 1992 - March 1993

Skills
Project Management, Instructional Design, Leadership Development, Program Management, Training, Team Building, Coaching, Leadership, Team Leadership, Strategy, Management, CRM, Change Management, Organizational..., E-Learning, Consulting, Budgets, Performance Management, Talent Management, Executive Coaching, Succession Planning, Employee Training, Sales, Training Delivery, Workshop Facilitation, Organizational..., Needs Analysis, Blended Learning, Employee Engagement, Performance Improvement

Education
Indiana University Bloomington   1991 — 1995
MS, Instructional Systems Technology - Corporate Training and Development

East Stroudsburg University of Pennsylvania   1986 — 1990
BS, Media Communications and Technology

Experience
Pacific Lifestyle Homes  February 2004 - Present
AMT Associates   1990 - Present
Morgan Stanley   1990 - 2000

Skills
Real Estate, Management, Property Management, Real Estate Development, Finance, Analysis, Residential Homes, Land Acquisition, Budgets, Commercial Real Estate, Portfolio Management, Contract Negotiation, Negotiation, Strategic Planning, Construction, Construction Management, Contract Management

Education
Syracuse University   1969 — 1970
Master's Instructional Media, Educational TV

East Stroudsburg University of Pennsylvania   1965 — 1969
B.S., Mathematics, Education

University of Massachusetts, Amherst   1963 — 1965
Mathematics

Pennsbury H. S. 1963   1959 — 1963
Academic

Experience
DuVive   January 2009 - Present
Swift Financial  January 2007 - January 2009
Wavexpress  October 1999 - November 2005
Salliance   1995 - 1999
JP Morgan  1991 - 1998
Morgan Stanley   1993 - 1994
Sybase  1987 - 1992
PSDI  1985 - 1987
Arnold Klein P.E. P.C.   1983 - 1984

Education
Earlham College   1984 — 1986

Experience
Options Clearing Corporation  January 2014 - 2015
Morgan Stanley   2005 - 2014
GE Capital \​ Genworth Financial   2002 - 2005
Interactive Brokers  March 2001 - August 2002
Web Street Securities  September 2000 - March 2001
Web Street Securities  September 1999 - September 2000
Merrill Lynch  1998 - 2000
New Century Bank/Century Financial   November 1998 - September 1999
American National Bank  November 1997 - November 1998
Merrill Lynch  January 1997 - November 1997

Skills
Risk Management, Auditing, Research, Financial Analysis, Strategic Financial..., Securities, Equities, Insurance, Analysis, Investments, Strategic Planning, Bloomberg, Investment Advisory, Wealth Management, Financial Risk, Credit, Finance, Portfolio Management, Trading, Series 7

Education
Lake Forest Graduate School of Management   2008 — 2010
MBA

Eastern Illinois University   1990 — 1995
Bachelor of Science, Finance

Experience
Siam Hospitality Group   November 2007 - Present
Pyramid Hotel Group  December 2007 - September 2014
Morgan Stanley   September 2000 - February 2006
InterContinental Hotels Group  March 1999 - September 1999
Hilton  May 1993 - December 1998
Trammell Crow Company  August 1991 - May 1993
Cinpac Inc.   August 1990 - August 1991
Greenleaf Inn   October 1983 - August 1990

Skills
Due Diligence, Accounting, Financial Reporting, Auditing, Internal Audit, General Ledger, Hospitality, Managerial Finance, Budgets, Financial Analysis, Hospitality Industry, P&L, Forecasting, Revenue Analysis, Payroll, Hospitality Management

Education
Eastern Kentucky University   1984 — 1989
BBA, Accounting

Experience
Kaiser Permanente IT  January 2014 - Present
Kaiser Permanente IT  October 2012 - Present
GE Healthcare  July 2011 - October 2012
GE Healthcare  May 2010 - July 2011
GE Healthcare  November 2002 - May 2010
Morgan Stanley   November 2001 - November 2002
Westaff  October 1999 - January 2001
Alternative Resources Corporation  January 1997 - February 1998

Skills
Customer Relations, Healthcare IT, Administration, Databases, Troubleshooting, Customer Service, Outlook, Problem Solving, Six Sigma, Team Building, Excel, Word, Process Improvement, Documentation, Program Management, Windows, Microsoft Office, Operating Systems, PowerPoint, Computer Hardware, Teaching, Business Analysis, Testing, Teamwork, Team Leadership, Training, Information Technology, Software Documentation, Change Management, System Administration, Cross-functional Team..., Healthcare Information..., Healthcare, Project Management, Project Planning, EMR, CRM, Business Process, HL7, Visio, Management, Quality Assurance, Product Management, Networking, Integration, EHR, SDLC, Software Development, SharePoint, HIPAA

Education
American Intercontinental University   2004 — 2005
Business IT

University of Northern Colorado   1996 — 1996
n/a, Licensure

Western Oregon State College
Bachelor's Degree, English

Eastern New Mexico University   1991 — 1991
n/a, General Studies

San Juan College   1990 — 1991
Associates, General Studies

United States Air Force Academy   1990 — 1990
n/a, General Studies

Experience
Raymond James  October 2005 - Present
Morgan Stanley   1986 - 2005

Skills
Mutual Funds, Wealth Management, Estate Planning, Strategic Financial..., Stocks, Municipal Bonds, Unit Investment Trusts, Certificates of Deposit, initial public offerings, Investments, Securities, Finance, Leadership, Financial Advisory, Equities, Financial Analysis, Retirement, Portfolio Management, Management, Asset Management, Series 7, 401k Rollovers, IPO, tax free bonds, certicate of deposits, Insurance

Education
James Madison University - College of Business   1984 — 1986
Master of Business Administration (M.B.A.), Finance

East Tennessee State University   1980 — 1984
BBA, Business- Finance-Cum Laude

Harrisonburg High School   1976 — 1980

Experience
American Friends of the London Philharmonic Orchestra   July 2013 - Present
Alvin Ailey Dance Foundation  September 2012 - Present
Morgan Stanley   June 2010 - Present
Morgan Stanley   2008 - June 2010
LCH.Clearnet  June 2008 - May 2010
Morgan Stanley   August 2004 - May 2010
Morgan Stanley   December 2006 - March 2008
Morgan Stanley   December 2003 - August 2004
Morgan Stanley   January 2000 - December 2003
Morgan Stanley   September 1994 - January 2000

Skills
Investment Banking, Derivatives, Product Control, Equities, Middle Office, Fixed Income, Operational Risk..., Capital Markets, Operational Risk

Education
University of Durham   1974 — 1977
BA Joint Honours, English & Philosophy

Experience
AIG Asset Management  April 2012 - Present
Morgan Stanley   December 2009 - April 2012
Morgan Stanley   June 2008 - December 2009
Morgan Stanley Investment Management  March 2007 - June 2008

Education
University of Wisconsin-Madison   2003 — 2007
PhD, Statistics

East China Normal University

high school

Experience
Deutsche Bank  September 2013 - Present
Invesco  January 2013 - September 2013
Invesco Ltd.  January 2009 - January 2013
Van Kampen Investments  2004 - 2009
JPMorgan Chase  2003 - 2004
UBS Financial Services  2002 - 2003
Morgan Stanley   2000 - 2002

Skills
Financial Services, Marketing, Morningstar, Mutual Funds, Portfolio Management, Securities, Asset Allocation, Series 63, Series 7, Asset Management, Equities, Wealth Management

Education
Eastern Illinois University   1996 — 2000
BA, Speech Communication, Business Administration

Experience
Morgan Stanley   July 2015 - Present
Liberty Mutual Insurance  February 2014 - June 2015
Jefferies & Company  October 2008 - February 2014
HSBC Securities  March 1998 - August 2008
Chicago Futures Group  1996 - 1998
Refco  1992 - 1996

Skills
Property & Casualty..., Account Management, Life Insurance, Umbrella Insurance, Options, Presentation Skills, Trading Systems, Commodity, Trading, Equities, Derivatives, Electronic Trading, Hedging, Currency, Financial Markets, Hedge Funds, Fixed Income, Trading Strategies, Technical Analysis, Bloomberg, Equity Derivatives, Series 7, Proprietary Trading, FX Options, Managed Futures, Swaps, Traders, FINRA, Mentoring New Hires

Education
Eastern Illinois University   1988 — 1992
Business, Finance

Montini Catholic High School   1984 — 1988

Lewis University
MBA, Concentration Finance

Experience
Citco Fund Services  July 2012 - Present
Citco Fund Services  January 2010 - June 2012
Citco Fund Services  January 2008 - December 2009
Citco Fund Services  June 2007 - December 2007
Morgan Stanley   May 2006 - June 2007

Skills
Hedge Funds, Fund Accounting, Fund Administration, Bloomberg, Mutual Funds, Microsoft Office, Fund Of Funds, Fixed Income, Private Equity, Derivatives, Swaps, Bonds, Hedge Accounting, Back Office, Asset Allocation, Account Reconciliation, Equities, Accounting, Financial Reporting, Bloomberg Terminal, Options, Prime Brokerage

Education
East Stroudsburg University of Pennsylvania   2002 — 2006
Bachelor of Business Administration (B.B.A.), Accounting and Business/Management, Overall GPA: 3.483 Accounting GPA: 3.875

Experience
Transamerica Life Insurance Company  2007 - Present
Allianz Life  2001 - 2007
Morgan Stanley   1998 - 2001

Education
Eastern Illinois University   1993 — 1997
Bachelor of Science in Business, Finance

Experience
Morgan Stanley   November 2014 - Present
WestPoint Financial Group  March 2013 - November 2014
Morgan Stanley   November 2010 - March 2013
Edward Jones  March 2008 - October 2010

Skills
Retirement Planning, Financial Planning, Insurance, Marketing, New Business Development, Superior Client Service

Education
Eastern Illinois University   2003 — 2007
Bachelor of Arts, Communications & Business

Experience
Dimond Bros Insurance Agency, Inc.   September 2015 - Present
COUNTRY Financial®  August 2014 - September 2015
Sidney Saloon   June 2007 - August 2014
WEIU NewsWatch   May 2011 - August 2013
Morgan Stanley   December 2000 - February 2008

Skills
Insurance, Life Insurance, Mutual Funds, Customer Service, Leadership, Health Insurance, Management, Marketing, Human Resources, Video Production, Video Editing, Media Relations, News Writing, News Anchoring, Communication, Sales Operations, Sales Management, Sales, Public Speaking, Social Media, Editing, Social Networking, Facebook, Photoshop, Microsoft Office, Adobe Creative Suite, Event Planning, Social Media Marketing, Broadcast, Final Cut Pro, Videography, Advertising, Photography, Creative Writing, Writing, Finance, Video

Education
Eastern Illinois University   2010 — 2014
Bachelor of Arts (B.A.), Communication and Media Studies

Parkland College   2009 — 2010

Experience
The London Hotel   October 2013 - Present
Morgan Stanley   March 2010 - November 2012
Ocean Club   May 2004 - September 2009

Education
East Carolina University - College of Business
BS, Finance and Marketing

Experience
Morgan Stanley   April 2009 - Present
UBS Financial Services  2000 - 2009
J C Bradford & Co  May 1989 - April 2000

Skills
Series 7, Fixed Income, Equities, Wealth Management, Alternative Investments, Series 63, Hedge Funds, Capital Markets, Portfolio Management, Investment Banking, Investments, Derivatives, Securities, Asset Managment, Mutual Funds, Asset Allocation, Retirement Planning, Investment Advisory, Bloomberg

Education
East Tennessee State University   1974 — 1978
BBA, Finance

Experience
Mid Europa Partners   April 2007 - Present
Kohlberg, Kravis & Roberts   2004 - 2007
Morgan Stanley   2000 - 2004

Education
Durham University   1997 — 2000
BA, Economics

Experience
Morgan Stanley   February 2008 - January 2009

Education
East Stroudsburg University of Pennsylvania   2000 — 2002
B.A., English Literature

Experience
One Reverse Mortgage  September 2013 - Present
H&R Block  January 2013 - April 2013
Morgan Stanley   May 2009 - January 2011
J.P. Morgan   July 1989 - May 2009

Skills
Financial Analysis, Leadership, Investments

Education
National Graduate Trust School   1994 — 1996
Trusts and Estates, 92%

Eastern Michigan University   1991 — 1994
Master of Business Administration (MBA), Accounting and Finance, 4.0

University of Michigan   1980 — 1986
Bachelor's degree, Accounting, 3.3

Experience
Gubbio’s Restaurant   June 2010 - Present
Gubbio's Resturant   2010 - Present
Morgan Stanley   May 2012 - August 2012
Morgan Stanley Wealth Management  May 2012 - August 2012
J.R. Contruction   May 2011 - August 2011
JR Construction  May 2009 - August 2009

Skills
Customer Service, Employee Management, Teamwork, Team Management, Team Leadership, Public Speaking, Public Relations, Skilled Labor, Microsoft Office, Microsoft Excel, Microsoft Word, Sales, Leadership, Time Management, PowerPoint, Research, Market Research, Telecommunications, Social Networking, Inventory Management, Operations Management, Training, Strategic Planning, Team Building, Event Planning, Coaching, Event Management

Education
East Stroudsburg University of Pennsylvania   2008 — 2012
Bachelor of Science (BS), Business Administration and Management, General

East Stroudsburg University of Pennsylvania
Bachelor’s of Science Degree, Business Management & Administration

West Scranton High School
High School Diploma

Experience
Nissan Motor Company  September 2003 - 2013
Morgan Stanley   2000 - 2003
Straub & Associates, LLC   1985 - 2000

Skills
Project Management, Financial Analysis, Staff Management, Executive Coaching, Financial Target..., Market Research, Access Database, Executive Reporting, Successful Business..., Series 7 Certified..., Investment Advisory, Finance, Leadership, Budgets, Problem Solving, Management, Valuation, Analysis

Education
Eastern Michigan University   1990 — 1995
Bachelor of Science (B.S.), Geographic Information Systems/Mapping and Geo Engineering