Morgan Stanley Dean Witter
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. CEO: James P. Gorman (1 Jan 2010–) Headquarters: New York City, New York, United States Revenue: 37.94 billion USD (2017) Number of employees: 57,633 (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
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Morgan Stanley Dean Witter Employees
Employee
Years
Job
Industry
Jim Garrity, AAMS® Jim Garrity, AAMS®'s Morgan Stanley Dean Witter Experience March 1999 - November 2003
Job Financial Planner at LPL Financial 7273469500
Industry Financial Services
Experience
LPL Financial December 2014 - Present
Charles Schwab December 2003 - December 2014
Morgan Stanley Dean Witter March 1999 - November 2003
The Wine Cellar 1989 - 1999
Skills
Public Speaking, Bicycle, Phone Skills, Investment Advisory, Investment Portfolios, Selling, Business Planning, Business Development, Asset Allocation, Retirement Planning, Separately Managed..., High Net Worth..., Retirement Plan..., IRAs, 401k Rollovers, Fixed Annuities, Series 7, Series 63, Series 65, Variable Annuities, Retirement, Securities, Financial Advisory, Strategic Financial..., Portfolio Management, Roth IRA, Bonds
Education
University of South Florida 1996 — 1998
BA, Finance
St.Petersburg College 1993 — 1995
Associate of Arts (A.A.)
Seminole High School 1989 — 1992
LPL Financial December 2014 - Present
Charles Schwab December 2003 - December 2014
Morgan Stanley Dean Witter March 1999 - November 2003
The Wine Cellar 1989 - 1999
Skills
Public Speaking, Bicycle, Phone Skills, Investment Advisory, Investment Portfolios, Selling, Business Planning, Business Development, Asset Allocation, Retirement Planning, Separately Managed..., High Net Worth..., Retirement Plan..., IRAs, 401k Rollovers, Fixed Annuities, Series 7, Series 63, Series 65, Variable Annuities, Retirement, Securities, Financial Advisory, Strategic Financial..., Portfolio Management, Roth IRA, Bonds
Education
University of South Florida 1996 — 1998
BA, Finance
St.Petersburg College 1993 — 1995
Associate of Arts (A.A.)
Seminole High School 1989 — 1992
Scott Watkins Scott Watkins's Morgan Stanley Dean Witter Experience October 1998 - February 2000
Job Developing successful marketing campaigns with a focus on maximizing ROI.
Industry Marketing and Advertising
Experience
Saint Leo University December 2010 - Present
Innisbrook Resort January 2010 - June 2010
Innisbrook Resort November 2006 - January 2010
Innisbrook Resort July 2001 - November 2006
Cox Target Media February 2000 - July 2001
Morgan Stanley Dean Witter October 1998 - February 2000
Renaissance Cruises September 1995 - September 1998
Skills
Marketing Strategy, Social Media Marketing, Forecasting, Budgets, SEM, Marketing, Lead Generation, Web Design, Analysis, E-commerce, Leadership, Negotiation, Online Marketing, Web Development, Strategy, Web Analytics, WordPress, SEO, Email Marketing, Sales, Web Marketing, Social Media, Online Advertising, Direct Marketing, Google Analytics, PPC, Digital Marketing, Online Lead Generation
Education
University of South Florida 1992 — 1995
Bachelors, Finance
Saint Leo University December 2010 - Present
Innisbrook Resort January 2010 - June 2010
Innisbrook Resort November 2006 - January 2010
Innisbrook Resort July 2001 - November 2006
Cox Target Media February 2000 - July 2001
Morgan Stanley Dean Witter October 1998 - February 2000
Renaissance Cruises September 1995 - September 1998
Skills
Marketing Strategy, Social Media Marketing, Forecasting, Budgets, SEM, Marketing, Lead Generation, Web Design, Analysis, E-commerce, Leadership, Negotiation, Online Marketing, Web Development, Strategy, Web Analytics, WordPress, SEO, Email Marketing, Sales, Web Marketing, Social Media, Online Advertising, Direct Marketing, Google Analytics, PPC, Digital Marketing, Online Lead Generation
Education
University of South Florida 1992 — 1995
Bachelors, Finance
Bernadette Law Bernadette Law's Morgan Stanley Dean Witter Experience 2000 - 2002
Job Investment Management Professional
Industry Investment Management
Experience
BPU Investment Management, Inc. September 2010 - April 2014
Wells Fargo Advisors (formerly Wachovia Securities/AG Edwards and Sons) 2008 - 2010
Fifth Third Bank 2004 - 2008
National City Bank 2003 - 2004
AG Edwards 2002 - 2003
Morgan Stanley Dean Witter 2000 - 2002
Skills
Compliance Operations, Securities Regulation, Advertising, Cross-functional Team..., Delegate Management, FINRA, SEC filings
Education
University of Pittsburgh 1996 — 2000
Bachelor of Science in Business Finance and Political Science, Finance and Political Science
BPU Investment Management, Inc. September 2010 - April 2014
Wells Fargo Advisors (formerly Wachovia Securities/AG Edwards and Sons) 2008 - 2010
Fifth Third Bank 2004 - 2008
National City Bank 2003 - 2004
AG Edwards 2002 - 2003
Morgan Stanley Dean Witter 2000 - 2002
Skills
Compliance Operations, Securities Regulation, Advertising, Cross-functional Team..., Delegate Management, FINRA, SEC filings
Education
University of Pittsburgh 1996 — 2000
Bachelor of Science in Business Finance and Political Science, Finance and Political Science
Ernest Ernie Smith, Jr. Ernest Ernie Smith, Jr.'s Morgan Stanley Dean Witter Experience 2000 - 2002
Job Retirement Plan Administraion Sales Specialist
Industry Accounting
Experience
Benefit Professionals, Inc. September 2014 - Present
Martin, Martin, Randall & Associates, Inc. September 2002 - September 2014
Morgan Stanley Dean Witter 2000 - 2002
Skills
ESOP, Defined Benefit, Profit Sharing, System Administration, Investments, Cash Balance, 403 b, Retirement Planning, ERISA, 401k, Retirement, Series 63, Pensions, Series 6, IRAs
Education
University of Montevallo 1991 — 1996
Bachelors of Science
Homewood High School
Benefit Professionals, Inc. September 2014 - Present
Martin, Martin, Randall & Associates, Inc. September 2002 - September 2014
Morgan Stanley Dean Witter 2000 - 2002
Skills
ESOP, Defined Benefit, Profit Sharing, System Administration, Investments, Cash Balance, 403 b, Retirement Planning, ERISA, 401k, Retirement, Series 63, Pensions, Series 6, IRAs
Education
University of Montevallo 1991 — 1996
Bachelors of Science
Homewood High School
Beatta Baranchuk Beatta Baranchuk's Morgan Stanley Dean Witter Experience January 1998 - April 2001
Job Rentals Manager at Real Estate Services
Industry Apparel & Fashion
Experience
Real Estate Services January 2013 - Present
BeaOrganized/Self Employed October 2010 - Present
The Studio June 2005 - July 2010
Velvet Ribbon April 2007 - September 2008
Manhattan Apartments August 2001 - April 2005
Morgan Stanley Dean Witter January 1998 - April 2001
Skills
Customer Relations, Wardrobe, Sales, Organizing, Marketing, Merchandising, Retail, Event Management, Customer Service, Negotiation, Real Estate, Word, Microsoft Office, Problem Solving, Vendor Relations, Contract Negotiation, Social Media, Writing, Luxury, Event Planning, Editing, Social Media Marketing, Social Networking, Selling
Education
University of Massachusetts Boston 1994 — 1996
BA, English
University of Massachusetts, Amherst 1990 — 1992
Comparative Literature/ English
Real Estate Services January 2013 - Present
BeaOrganized/Self Employed October 2010 - Present
The Studio June 2005 - July 2010
Velvet Ribbon April 2007 - September 2008
Manhattan Apartments August 2001 - April 2005
Morgan Stanley Dean Witter January 1998 - April 2001
Skills
Customer Relations, Wardrobe, Sales, Organizing, Marketing, Merchandising, Retail, Event Management, Customer Service, Negotiation, Real Estate, Word, Microsoft Office, Problem Solving, Vendor Relations, Contract Negotiation, Social Media, Writing, Luxury, Event Planning, Editing, Social Media Marketing, Social Networking, Selling
Education
University of Massachusetts Boston 1994 — 1996
BA, English
University of Massachusetts, Amherst 1990 — 1992
Comparative Literature/ English
Ron Leavitt's Morgan Stanley Dean Witter Experience May 1988 - February 2002
Job President and CoFounder at Capstone Capital Group
Industry Financial Services
Experience
Capstone Capital Group February 2002 - Present
Morgan Stanley Dean Witter May 1988 - February 2002
Rauscher Pierce Refsnes August 1985 - May 1988
Skills
Asset Management, Investments, Financial Planning, Retirement Planning, Wealth Management, Portfolio Management
Education
College of Financial Planning
CFP Professional Education Program
Dixie State University
Economics and Marketing
University of Nevada-Las Vegas
Executive Certificate, Business Administration and Management
Capstone Capital Group February 2002 - Present
Morgan Stanley Dean Witter May 1988 - February 2002
Rauscher Pierce Refsnes August 1985 - May 1988
Skills
Asset Management, Investments, Financial Planning, Retirement Planning, Wealth Management, Portfolio Management
Education
College of Financial Planning
CFP Professional Education Program
Dixie State University
Economics and Marketing
University of Nevada-Las Vegas
Executive Certificate, Business Administration and Management
Stephanie Maloney Stephanie Maloney's Morgan Stanley Dean Witter Experience 1989 - 1997
Job President Owner at Peace Talks Mediation Services
Industry Legal Services
Experience
Peace Talks Mediation Services November 2013 - Present
Peace Talks 2008 - Present
Seiler LLP January 2011 - August 2012
Los Angeles Divorce Solutions January 2009 - December 2010
Financial Solutions for Divorce March 2003 - December 2008
Associated Securities 2000 - 2005
Prudential Securities 1997 - 2000
Morgan Stanley Dean Witter 1989 - 1997
Skills
Mediation, Family Law, Public Speaking, Collaborative Law, Strategic Financial..., Coaching, Alternative Dispute..., Negotiation, Conflict Resolution, Strategic Planning, Tax, Non-profits, Prenuptial Agreements, Budgets, Litigation, Collaborative Practice, Divorce
Education
Institute for Certified Divorce Financial Analysts 1999 — 2000
University of Minnesota-Twin Cities 1982 — 1985
Business
Peace Talks Mediation Services November 2013 - Present
Peace Talks 2008 - Present
Seiler LLP January 2011 - August 2012
Los Angeles Divorce Solutions January 2009 - December 2010
Financial Solutions for Divorce March 2003 - December 2008
Associated Securities 2000 - 2005
Prudential Securities 1997 - 2000
Morgan Stanley Dean Witter 1989 - 1997
Skills
Mediation, Family Law, Public Speaking, Collaborative Law, Strategic Financial..., Coaching, Alternative Dispute..., Negotiation, Conflict Resolution, Strategic Planning, Tax, Non-profits, Prenuptial Agreements, Budgets, Litigation, Collaborative Practice, Divorce
Education
Institute for Certified Divorce Financial Analysts 1999 — 2000
University of Minnesota-Twin Cities 1982 — 1985
Business
Shy McGrath Shy McGrath's Morgan Stanley Dean Witter Experience 2003 - 2004
Job Independent Photography Professional
Industry Photography
Experience
www.shymcgrath.com March 2004 - Present
Warner Bros. Entertainment Group of Companies December 2012 - January 2013
Wendoh Media 2010 - 2013
Morgan Stanley Dean Witter 2003 - 2004
Skills
Portrait Photography, Fashion, Event Planning, Photography, Corporate Events, Art, Editing, Entertainment, Weddings, Digital Photography, Public Relations, Photojournalism, Customer Service, Graphic Design, Social Media, Photos, Commercial Photography, Wedding Photography, Event Photography, Lightroom, Fine Art Photography, Portraits, Fashion Photography, Image Editing, Studio Photography, Image Manipulation
Education
UNLV 2000 — 2004
Bachelor of Arts (BA), International Business
www.shymcgrath.com March 2004 - Present
Warner Bros. Entertainment Group of Companies December 2012 - January 2013
Wendoh Media 2010 - 2013
Morgan Stanley Dean Witter 2003 - 2004
Skills
Portrait Photography, Fashion, Event Planning, Photography, Corporate Events, Art, Editing, Entertainment, Weddings, Digital Photography, Public Relations, Photojournalism, Customer Service, Graphic Design, Social Media, Photos, Commercial Photography, Wedding Photography, Event Photography, Lightroom, Fine Art Photography, Portraits, Fashion Photography, Image Editing, Studio Photography, Image Manipulation
Education
UNLV 2000 — 2004
Bachelor of Arts (BA), International Business
Harold (Gus) Fletcher Harold (Gus) Fletcher's Morgan Stanley Dean Witter Experience 1982 - 1989
Job U.S. & International Tax, Trust, Wealth Structuring, Trust Bank & Regulatory Counselor at Law
Industry Law Practice
Experience
SMGQ Law - Sanchez-Medina, Gonzalez, Quesada, Lage, Crespo, Gomez, Machado & Preira, LLP 2013 - Present
Apperson Crump, PLC 2012 - Present
Harold (Gus) Fletcher, Counselor at Law 2010 - Present
Tennessee Bankers Association 2008 - Present
Argent Trust / Argent Financial Group, Inc. October 2009 - 2010
Investment Counsel & Trust Company 1989 - 2010
Morgan Stanley Dean Witter 1982 - 1989
Harold (Gus) Fletcher, Counselor at Law 1981 - 1982
The Bogatin Firm 1980 - 1981
Glankler Brown, PLLC 1978 - 1980
Skills
International Tax..., Tax, Trusts, Wealth Transfer Planning, Estate Planning, Wealth Management, Wealth Structuring, Family Office, Trust Management, High Net Worth..., AML, BSA, KYC
Education
University of Miami School of Law 2011 — 2012
LL.M. Taxation, Concentration in International Tax Law
Cumberland School of Law, Samford University 1975 — 1978
J.D., cum laude, Emphasis in tax, trust and estate planning law
Vanderbilt University 1973 — 1975
B.S., cum laude, 1st major in business administration, emphasis finance; 2nd major in business education - accounting
SMGQ Law - Sanchez-Medina, Gonzalez, Quesada, Lage, Crespo, Gomez, Machado & Preira, LLP 2013 - Present
Apperson Crump, PLC 2012 - Present
Harold (Gus) Fletcher, Counselor at Law 2010 - Present
Tennessee Bankers Association 2008 - Present
Argent Trust / Argent Financial Group, Inc. October 2009 - 2010
Investment Counsel & Trust Company 1989 - 2010
Morgan Stanley Dean Witter 1982 - 1989
Harold (Gus) Fletcher, Counselor at Law 1981 - 1982
The Bogatin Firm 1980 - 1981
Glankler Brown, PLLC 1978 - 1980
Skills
International Tax..., Tax, Trusts, Wealth Transfer Planning, Estate Planning, Wealth Management, Wealth Structuring, Family Office, Trust Management, High Net Worth..., AML, BSA, KYC
Education
University of Miami School of Law 2011 — 2012
LL.M. Taxation, Concentration in International Tax Law
Cumberland School of Law, Samford University 1975 — 1978
J.D., cum laude, Emphasis in tax, trust and estate planning law
Vanderbilt University 1973 — 1975
B.S., cum laude, 1st major in business administration, emphasis finance; 2nd major in business education - accounting
Connie Greenwood, CFP®, MBA, ADPA®'s Morgan Stanley Dean Witter Experience 1993 - 2005
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2005 - Present
Morgan Stanley Dean Witter 1993 - 2005
Skills
Financial Analysis, Investments, Retirement Planning, Financial Services, Retirement, Finance, Asset Allocation, Project Management, Wealth Management, Series 7, Issue Identification, Securities
Education
University of Washington
MBA, Business Administration, Finance
American College
CFP®
University of Nebraska-Lincoln
BA, Psychology, Sociology
Insurance Industry - by State
Insurance licenses
Securities Industry
Securities Registrations
Wells Fargo Advisors 2005 - Present
Morgan Stanley Dean Witter 1993 - 2005
Skills
Financial Analysis, Investments, Retirement Planning, Financial Services, Retirement, Finance, Asset Allocation, Project Management, Wealth Management, Series 7, Issue Identification, Securities
Education
University of Washington
MBA, Business Administration, Finance
American College
CFP®
University of Nebraska-Lincoln
BA, Psychology, Sociology
Insurance Industry - by State
Insurance licenses
Securities Industry
Securities Registrations
William Folk William Folk's Morgan Stanley Dean Witter Experience March 1999 - March 2000
Job Sr. Internal Controls Analyst
Industry Accounting
Experience
CNH October 2012 - Present
Village of Caledonia 2005 - Present
Racine County Republican Party April 2007 - July 2015
CNH Capital March 2011 - October 2012
CNH August 2005 - March 2011
United Government Services Llc June 2003 - August 2005
Bank One May 2001 - February 2003
American Express Financial Advisors June 2000 - May 2001
Morgan Stanley Dean Witter March 1999 - March 2000
ADVO 1998 - 1999
Skills
ACL, Excel, Auditing, Audit, Outlook, Microsoft Office, PowerPoint, Financial Planning, Microsoft Excel, Strategic Financial..., Budgets, Analysis, Access Lists, Insurance, Internal Controls, Management, SAP, Strategic Planning, Financial Reporting, Leadership, Training, Finance, Customer Service, Process Improvement, Project Planning, Time Management, Sarbanes-Oxley Act, Project Management, Manufacturing, Forecasting, Policy, Quality Assurance, Team Building, Internal Audit, Inventory Management, Human Resources, Financial Analysis, Business Planning, Team Leadership, Banking, Access, Accounting, Business Analysis, Negotiation, Research, Risk Management, Microsoft Word, Cost Accounting, Nonprofits, Payroll
Education
University of Phoenix 2003 — 2005
BS, Accounting
CNH October 2012 - Present
Village of Caledonia 2005 - Present
Racine County Republican Party April 2007 - July 2015
CNH Capital March 2011 - October 2012
CNH August 2005 - March 2011
United Government Services Llc June 2003 - August 2005
Bank One May 2001 - February 2003
American Express Financial Advisors June 2000 - May 2001
Morgan Stanley Dean Witter March 1999 - March 2000
ADVO 1998 - 1999
Skills
ACL, Excel, Auditing, Audit, Outlook, Microsoft Office, PowerPoint, Financial Planning, Microsoft Excel, Strategic Financial..., Budgets, Analysis, Access Lists, Insurance, Internal Controls, Management, SAP, Strategic Planning, Financial Reporting, Leadership, Training, Finance, Customer Service, Process Improvement, Project Planning, Time Management, Sarbanes-Oxley Act, Project Management, Manufacturing, Forecasting, Policy, Quality Assurance, Team Building, Internal Audit, Inventory Management, Human Resources, Financial Analysis, Business Planning, Team Leadership, Banking, Access, Accounting, Business Analysis, Negotiation, Research, Risk Management, Microsoft Word, Cost Accounting, Nonprofits, Payroll
Education
University of Phoenix 2003 — 2005
BS, Accounting
John E. Thorsen III CFP® John E. Thorsen III CFP®'s Morgan Stanley Dean Witter Experience 1983 - 1992
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Thorsen~Clark~Tracey Wealth Management of Raymond James 1992 - Present
Morgan Stanley Dean Witter 1983 - 1992
Education
University of North Florida - College of Business Administration 1974 — 1977
Thorsen~Clark~Tracey Wealth Management of Raymond James 1992 - Present
Morgan Stanley Dean Witter 1983 - 1992
Education
University of North Florida - College of Business Administration 1974 — 1977
Kyle Struble Kyle Struble's Morgan Stanley Dean Witter Experience June 2006 - February 2009
Job Director, Financial Analysis Liberty International
Industry Insurance
Experience
Liberty Mutual Insurance April 2015 - Present
Liberty Mutual Insurance July 2014 - April 2015
Liberty Mutual Insurance July 2012 - July 2014
GE Capital June 2011 - August 2011
UBS February 2009 - July 2010
Morgan Stanley Dean Witter June 2006 - February 2009
Skills
Financial Modeling, Proficient in Microsoft..., Regression Analysis, Investments, Financial Analysis, Financial Services, Finance, Mutual Funds, Investment Strategies, Analysis, Capital Markets, Banking, Portfolio Management, Equities, Wealth Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
MBA, Finance, Corporate Accounting & Strategy
University of Rochester 2002 — 2006
BA, Economics
Vestal
Liberty Mutual Insurance April 2015 - Present
Liberty Mutual Insurance July 2014 - April 2015
Liberty Mutual Insurance July 2012 - July 2014
GE Capital June 2011 - August 2011
UBS February 2009 - July 2010
Morgan Stanley Dean Witter June 2006 - February 2009
Skills
Financial Modeling, Proficient in Microsoft..., Regression Analysis, Investments, Financial Analysis, Financial Services, Finance, Mutual Funds, Investment Strategies, Analysis, Capital Markets, Banking, Portfolio Management, Equities, Wealth Management
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2010 — 2012
MBA, Finance, Corporate Accounting & Strategy
University of Rochester 2002 — 2006
BA, Economics
Vestal
Paul Vogel, CFA Paul Vogel, CFA's Morgan Stanley Dean Witter Experience 1995 - 1999
Job Managing Director at Barclays
Industry Internet
Experience
Barclays 2014 - Present
OpenSky 2013 - 2013
Andor Capital Management 2012 - 2013
AllianceBernstein 2001 - 2011
Baron Capital 2000 - 2001
Donaldson, Lufkin & Jenrette 1999 - 2000
Morgan Stanley Dean Witter 1995 - 1999
Skills
Portfolio Management, Equity Research, Equities, Hedge Funds, Investments, CFOs, Business Development, Corporate Strategy..., Internet, Media, Digital Media, Ecommerce, Investor Relations, Investment Management, Asset Management, Alternative Investments, Valuation, E-commerce
Education
University of Pennsylvania 1991 — 1995
BA, Economics
Barclays 2014 - Present
OpenSky 2013 - 2013
Andor Capital Management 2012 - 2013
AllianceBernstein 2001 - 2011
Baron Capital 2000 - 2001
Donaldson, Lufkin & Jenrette 1999 - 2000
Morgan Stanley Dean Witter 1995 - 1999
Skills
Portfolio Management, Equity Research, Equities, Hedge Funds, Investments, CFOs, Business Development, Corporate Strategy..., Internet, Media, Digital Media, Ecommerce, Investor Relations, Investment Management, Asset Management, Alternative Investments, Valuation, E-commerce
Education
University of Pennsylvania 1991 — 1995
BA, Economics
Lawrence (Dick) Kinney Lawrence (Dick) Kinney's Morgan Stanley Dean Witter Experience September 1989 - January 2000
Job Managing Principal at Legacy Wealth Management, LLC
Industry Financial Services
Experience
Legacy Wealth Management, LLC April 2003 - Present
Morgan Stanley Dean Witter September 1989 - January 2000
Alcan Aluminum 1982 - 1990
International Paper Company 1976 - 1982
Skills
Consultant for..., Avid sailor... very..., Investments, Investment Management, Strategic Financial..., Estate Planning, Marketing, Wealth Management, Strategic Planning, Nonprofits, Investment Advisory, Private Equity, Alternative Investments, Real Estate, Finance, Hedge Funds, Asset Allocation, Portfolio Management, Mutual Funds, Analysis, Investment Strategies, Financial Advisory, 401k, Insurance, Retirement Planning, Financial Services, Series 7, Equities, Due Diligence, Securities, Executive Management, Series 6
Education
Yale University Endowment Management Program 2005 — 2012
University of Illinois at Urbana-Champaign 1970 — 1973
BLA, Landscape Architecture
Legacy Wealth Management, LLC April 2003 - Present
Morgan Stanley Dean Witter September 1989 - January 2000
Alcan Aluminum 1982 - 1990
International Paper Company 1976 - 1982
Skills
Consultant for..., Avid sailor... very..., Investments, Investment Management, Strategic Financial..., Estate Planning, Marketing, Wealth Management, Strategic Planning, Nonprofits, Investment Advisory, Private Equity, Alternative Investments, Real Estate, Finance, Hedge Funds, Asset Allocation, Portfolio Management, Mutual Funds, Analysis, Investment Strategies, Financial Advisory, 401k, Insurance, Retirement Planning, Financial Services, Series 7, Equities, Due Diligence, Securities, Executive Management, Series 6
Education
Yale University Endowment Management Program 2005 — 2012
University of Illinois at Urbana-Champaign 1970 — 1973
BLA, Landscape Architecture
Molly Murphy Molly Murphy's Morgan Stanley Dean Witter Experience February 2004 - February 2007
Job Director, UBS Prime Services
Industry Financial Services
Experience
UBS February 2007 - Present
Morgan Stanley Dean Witter February 2004 - February 2007
Education
University of Scranton 1999 — 2003
UBS February 2007 - Present
Morgan Stanley Dean Witter February 2004 - February 2007
Education
University of Scranton 1999 — 2003
Scott Poloway Scott Poloway's Morgan Stanley Dean Witter Experience January 2000 - January 2005
Job Business Development Rep. at QuickPen International
Industry Computer Software
Experience
QuickPen International May 2007 - Present
Morgan Stanley Dean Witter January 2000 - January 2005
Skills
Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Negotiation
Education
University of Maryland College Park 1982 — 1986
Accounting / Business
QuickPen International May 2007 - Present
Morgan Stanley Dean Witter January 2000 - January 2005
Skills
Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Negotiation
Education
University of Maryland College Park 1982 — 1986
Accounting / Business
Tarry Luna Tarry Luna's Morgan Stanley Dean Witter Experience September 1997 - December 1998
Job Owner at Seaside Pool Services
Industry Consumer Services
Experience
Seaside Pool Services July 2010 - Present
TIAA-CREF September 2007 - July 2010
GUARANTY BANK December 2005 - November 2006
COMPASS BROKERAGE February 2000 - November 2005
WELLS FARGO SECURITIES January 1999 - February 2000
MORGAN STANLEY DEAN WITTER September 1997 - December 1998
Skills
Insurance, Investments, Mutual Funds, Series 7, Fixed Annuities, Retirement, Strategic Financial..., Portfolio Management, Sales, Management, Account Management, Series 63, CRM, Asset Allocation, Estate Planning, Financial Services, Securities, Marketing, Loans, IRAs
Education
University of North Texas 1988 — 1993
Bachelor of Applied Arts & Sciences, Business Administration, Human Behavior and Sociology
Seaside Pool Services July 2010 - Present
TIAA-CREF September 2007 - July 2010
GUARANTY BANK December 2005 - November 2006
COMPASS BROKERAGE February 2000 - November 2005
WELLS FARGO SECURITIES January 1999 - February 2000
MORGAN STANLEY DEAN WITTER September 1997 - December 1998
Skills
Insurance, Investments, Mutual Funds, Series 7, Fixed Annuities, Retirement, Strategic Financial..., Portfolio Management, Sales, Management, Account Management, Series 63, CRM, Asset Allocation, Estate Planning, Financial Services, Securities, Marketing, Loans, IRAs
Education
University of North Texas 1988 — 1993
Bachelor of Applied Arts & Sciences, Business Administration, Human Behavior and Sociology
Richard J Gladney Richard J Gladney's Morgan Stanley Dean Witter Experience 1985 - 2000
Job Senior Vice President Investment Officer The Gladney Consulting Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2000 - Present
Morgan Stanley Dean Witter 1985 - 2000
EF Hutton 1983 - 1985
Education
College of Estate and Financial Planning 1986 — 1987
University of Rhode Island 1973 — 1976
B.A., Education
Barrington High School
Wells Fargo Advisors, LLC 2000 - Present
Morgan Stanley Dean Witter 1985 - 2000
EF Hutton 1983 - 1985
Education
College of Estate and Financial Planning 1986 — 1987
University of Rhode Island 1973 — 1976
B.A., Education
Barrington High School
Jill Lemr Jill Lemr's Morgan Stanley Dean Witter Experience 1998 - 1999
Job Sr. Product Support Analyst at Oracle
Industry Information Technology and Services
Experience
Oracle March 2008 - August 2015
Taleo March 2008 - July 2012
MPS Group March 2001 - January 2008
Prudential Securities 1999 - 2001
Morgan Stanley Dean Witter 1998 - 1999
Skills
SaaS, Sales, Customer Service, SQL, PeopleSoft, Taleo, Active Directory, Integration, Business Analysis, Quality Assurance, CRM, Vendor Management, Software Implementation, Outlook
Education
University of Phoenix 2006 — 2008
Some College, Information Systems & Communciations
Jones College 2001 — 2003
Some College, Infomation systems & Business Administration
Oracle March 2008 - August 2015
Taleo March 2008 - July 2012
MPS Group March 2001 - January 2008
Prudential Securities 1999 - 2001
Morgan Stanley Dean Witter 1998 - 1999
Skills
SaaS, Sales, Customer Service, SQL, PeopleSoft, Taleo, Active Directory, Integration, Business Analysis, Quality Assurance, CRM, Vendor Management, Software Implementation, Outlook
Education
University of Phoenix 2006 — 2008
Some College, Information Systems & Communciations
Jones College 2001 — 2003
Some College, Infomation systems & Business Administration
Benjamin MacNeil Benjamin MacNeil's Morgan Stanley Dean Witter Experience May 2005 - August 2005
Job Proprietor at East Avenue Landscaping, LLC
Industry Financial Services
Experience
East Avenue Landscaping, LLC August 2013 - Present
Dexter School September 2012 - Present
Town Of Milton April 2012 - March 2014
Morgan Stanley Wealth Management May 2012 - May 2013
State Street January 2011 - May 2012
Morgan Stanley Dean Witter May 2005 - August 2005
Skills
Bloomberg, Equities, Fixed Income, Microsoft Excel, Microsoft Office, Mutual Funds, Sales, Series 7
Education
University of Massachusetts Boston 2005 — 2010
Bachelor, Business Management
Thayer Academy 2001 — 2005
HS Diploma
Dexter School 1997 — 2001
East Avenue Landscaping, LLC August 2013 - Present
Dexter School September 2012 - Present
Town Of Milton April 2012 - March 2014
Morgan Stanley Wealth Management May 2012 - May 2013
State Street January 2011 - May 2012
Morgan Stanley Dean Witter May 2005 - August 2005
Skills
Bloomberg, Equities, Fixed Income, Microsoft Excel, Microsoft Office, Mutual Funds, Sales, Series 7
Education
University of Massachusetts Boston 2005 — 2010
Bachelor, Business Management
Thayer Academy 2001 — 2005
HS Diploma
Dexter School 1997 — 2001
Shannon Baker Shannon Baker's Morgan Stanley Dean Witter Experience September 1998 - October 2001
Job Personal Financial Representative at Allstate Financial Services, LLC.
Industry Financial Services
Experience
Allstate Financial Services, LLC. December 2001 - Present
Morgan Stanley Dean Witter September 1998 - October 2001
Skills
Life Insurance, Fixed Annuities, Estate Planning, Term Life Insurance, IRAs, Insurance, Retirement, Series 6, Whole Life, Series 63, Series 7, Long-term Care, Disability Insurance, Health Insurance, Portfolio Management, 401k, Variable Annuities, FINRA, Long Term Care Insurance, Employee Benefits, Permanent Life Insurance, 401k Rollovers, Mutual Funds, Retirement Savings, Roth IRA, Universal Life, General Insurance, Wealth, Asset Management, Investments, Small Business, Securities, Asset Allocation, Finance, Investment Strategies, Underwriting, Wealth Accumulation, College Savings Plans, 529 Plans, Relationship Management, Licensed Life, Indexed Annuities, Income Protection, Financial Services, Property & Casualty..., Retirement Planning, Customer Service
Education
Bachelors 1995 — 1998
Bachelor of Business Administration (BBA), Hotel, Restaurant, and Tourism Administration
University of South Carolina-Columbia 1995 — 1998
Business
Allstate Financial Services, LLC. December 2001 - Present
Morgan Stanley Dean Witter September 1998 - October 2001
Skills
Life Insurance, Fixed Annuities, Estate Planning, Term Life Insurance, IRAs, Insurance, Retirement, Series 6, Whole Life, Series 63, Series 7, Long-term Care, Disability Insurance, Health Insurance, Portfolio Management, 401k, Variable Annuities, FINRA, Long Term Care Insurance, Employee Benefits, Permanent Life Insurance, 401k Rollovers, Mutual Funds, Retirement Savings, Roth IRA, Universal Life, General Insurance, Wealth, Asset Management, Investments, Small Business, Securities, Asset Allocation, Finance, Investment Strategies, Underwriting, Wealth Accumulation, College Savings Plans, 529 Plans, Relationship Management, Licensed Life, Indexed Annuities, Income Protection, Financial Services, Property & Casualty..., Retirement Planning, Customer Service
Education
Bachelors 1995 — 1998
Bachelor of Business Administration (BBA), Hotel, Restaurant, and Tourism Administration
University of South Carolina-Columbia 1995 — 1998
Business
Jim Bulger Jim Bulger's Morgan Stanley Dean Witter Experience January 1997 - December 1998
Job Regional Consultant at Beaumont Capital Management (BCM)
Industry Financial Services
Experience
Beaumont Capital Management (BCM) November 2014 - Present
AssetMark May 2011 - October 2014
FundQuest May 2010 - May 2011
FundQuest February 2002 - May 2010
Fidelity Investments 1999 - 2001
Morgan Stanley Dean Witter January 1997 - December 1998
Northwestern Mutual December 1995 - January 1997
Skills
Mutual Funds, Separately Managed..., Asset Allocation, ETFs, Alternative Investments, Wealth Management, Finance, Series 63, Financial Advisory, Investment Advisory, Retirement Planning, Series 6, Series 65, Securities, Retirement, Investment Strategies, FINRA, Asset Management, Fixed Annuities, Financial Services, Investments, 401k, Equities
Education
University of Rhode Island 1991 — 1995
BA, Economics
Beaumont Capital Management (BCM) November 2014 - Present
AssetMark May 2011 - October 2014
FundQuest May 2010 - May 2011
FundQuest February 2002 - May 2010
Fidelity Investments 1999 - 2001
Morgan Stanley Dean Witter January 1997 - December 1998
Northwestern Mutual December 1995 - January 1997
Skills
Mutual Funds, Separately Managed..., Asset Allocation, ETFs, Alternative Investments, Wealth Management, Finance, Series 63, Financial Advisory, Investment Advisory, Retirement Planning, Series 6, Series 65, Securities, Retirement, Investment Strategies, FINRA, Asset Management, Fixed Annuities, Financial Services, Investments, 401k, Equities
Education
University of Rhode Island 1991 — 1995
BA, Economics
Rod Kamuf Rod Kamuf's Morgan Stanley Dean Witter Experience July 1996 - July 1999
Job Financial Advisor / Benefits Consultant
Industry Financial Services
Experience
RK Asset Management July 2001 - Present
Josephthal and Co July 1999 - June 2001
Morgan Stanley Dean Witter July 1996 - July 1999
Skills
Insurance, Investments, Fixed Annuities, Employee Benefits, Mutual Funds, Disability Insurance, Health Insurance, Asset Managment, Securities, 401k, Financial Services, Management
Education
University of South Florida 1991 — 1996
BS, Finance
University of South Florida - College of Business Administration 1991 — 1996
Bachelor of Science (BS), Finance, General
RK Asset Management July 2001 - Present
Josephthal and Co July 1999 - June 2001
Morgan Stanley Dean Witter July 1996 - July 1999
Skills
Insurance, Investments, Fixed Annuities, Employee Benefits, Mutual Funds, Disability Insurance, Health Insurance, Asset Managment, Securities, 401k, Financial Services, Management
Education
University of South Florida 1991 — 1996
BS, Finance
University of South Florida - College of Business Administration 1991 — 1996
Bachelor of Science (BS), Finance, General
Nicholas T. Krantz Nicholas T. Krantz's Morgan Stanley Dean Witter Experience 1995 - 2000
Job By outsourcing HR to TriNetSOI we give 8000 companies back the time to focus on growing their business
Industry Human Resources
Experience
TriNet-SOI June 2011 - Present
Insperity/Administaff December 2004 - June 2011
Wachovia Securities 2000 - 2002
Morgan Stanley Dean Witter 1995 - 2000
Delta Entertainment 1993 - 1994
Aaron Spelling Productions 1991 - 1992
Bob Banner Entertainment 1989 - 1991
Steve Krantz Productions 1987 - 1991
Barry & Enright 1980 - 1983
Skills
Great People Skills, Employee Benefits, Human Resources, Management, Time Management, Leadership, Television, PEO, Small Business, Conflict Resolution, Benefits Administration, HR Consulting, HRO, HRIS, Recruiting, Payroll, Performance Management, Film, Workers Compensation, 401k, Employee Relations
Education
University of Southern California 1976 — 1980
BA Film Production, Film History and Production
Beverly Hills High School 1971 — 1975
high school, theater, french
TriNet-SOI June 2011 - Present
Insperity/Administaff December 2004 - June 2011
Wachovia Securities 2000 - 2002
Morgan Stanley Dean Witter 1995 - 2000
Delta Entertainment 1993 - 1994
Aaron Spelling Productions 1991 - 1992
Bob Banner Entertainment 1989 - 1991
Steve Krantz Productions 1987 - 1991
Barry & Enright 1980 - 1983
Skills
Great People Skills, Employee Benefits, Human Resources, Management, Time Management, Leadership, Television, PEO, Small Business, Conflict Resolution, Benefits Administration, HR Consulting, HRO, HRIS, Recruiting, Payroll, Performance Management, Film, Workers Compensation, 401k, Employee Relations
Education
University of Southern California 1976 — 1980
BA Film Production, Film History and Production
Beverly Hills High School 1971 — 1975
high school, theater, french
Michael Mills Michael Mills's Morgan Stanley Dean Witter Experience July 1994 - December 1995
Job Director of Premier Lending Desk at Citibank
Industry Financial Services
Experience
Citi October 2011 - Present
Bank of America December 1995 - November 2011
Countrywide December 1995 - March 2009
Morgan Stanley Dean Witter July 1994 - December 1995
Skills
Leadership, Mortgage Lending, Loans, Process Improvement, Banking, Management, Credit, Mortgage Banking, Team Building, Strategic Partnerships, Sales Management, Financial Analysis, Loan Origination, Financial Services, Strategic Planning, Sales, Forecasting, Finance, Credit Analysis, Business Strategy, Risk Management, Refinance, Residential Mortgages, Selling, FHA, Consumer Lending, Call Center, Call Centers, Strategy, Budgets, Relationship Management, Project Management, Executive Management, Recruiting, Coaching
Education
University of North Texas 1991 — 1994
Bachelor of Business Administration, Finance
Citi October 2011 - Present
Bank of America December 1995 - November 2011
Countrywide December 1995 - March 2009
Morgan Stanley Dean Witter July 1994 - December 1995
Skills
Leadership, Mortgage Lending, Loans, Process Improvement, Banking, Management, Credit, Mortgage Banking, Team Building, Strategic Partnerships, Sales Management, Financial Analysis, Loan Origination, Financial Services, Strategic Planning, Sales, Forecasting, Finance, Credit Analysis, Business Strategy, Risk Management, Refinance, Residential Mortgages, Selling, FHA, Consumer Lending, Call Center, Call Centers, Strategy, Budgets, Relationship Management, Project Management, Executive Management, Recruiting, Coaching
Education
University of North Texas 1991 — 1994
Bachelor of Business Administration, Finance
J. Dale Thurman J. Dale Thurman's Morgan Stanley Dean Witter Experience May 2003 - June 2005
Job Sr. Production Analyst at Chesapeake Energy
Industry Financial Services
Experience
Chesapeake Energy May 2011 - Present
Raymond James & Associates October 2009 - May 2011
Bank of Oklahoma June 2005 - July 2008
Morgan Stanley Dean Witter May 2003 - June 2005
Skills
Financial Analysis, Accounting, Investments, Microsoft Excel, Risk Management, Sales Management, Business Analysis, Analysis, Strategic Planning, Banking, Credit, Leadership, Process Improvement, Budgets, Energy, Finance
Education
University of Oklahoma - Price College of Business 2006 — 2009
M.B.A, Finance, Energy Risk Management, Investment Management
University of Oklahoma - Price College of Business 1998 — 2003
B.B.A., Finance, Marketing - Double Degree
Chesapeake Energy May 2011 - Present
Raymond James & Associates October 2009 - May 2011
Bank of Oklahoma June 2005 - July 2008
Morgan Stanley Dean Witter May 2003 - June 2005
Skills
Financial Analysis, Accounting, Investments, Microsoft Excel, Risk Management, Sales Management, Business Analysis, Analysis, Strategic Planning, Banking, Credit, Leadership, Process Improvement, Budgets, Energy, Finance
Education
University of Oklahoma - Price College of Business 2006 — 2009
M.B.A, Finance, Energy Risk Management, Investment Management
University of Oklahoma - Price College of Business 1998 — 2003
B.B.A., Finance, Marketing - Double Degree
Russ Reynolds Russ Reynolds's Morgan Stanley Dean Witter Experience November 1987 - August 2005
Job Owner ~ Enhanced Online Sales ~ Granby, Massachusetts 01033
Industry Internet
Experience
Discount Medical Depot LLC May 2011 - Present
TheCandleDepot.com January 2008 - Present
AtlanticAccents.com January 2006 - Present
KleenWater.com January 2005 - Present
NutsandBolts.com November 2003 - Present
Enhanced Online Sales LLC January 2003 - Present
Morgan Stanley Dean Witter November 1987 - August 2005
E.F. Hutton April 1982 - October 1987
Skills
Jewelry, Management, E-commerce, Investments, SEO, Finance, Marketing Strategy, Entrepreneurship, Small Business, Start-ups
Education
University of Massachusetts, Amherst 1975 — 1979
BBA, Business Management
Discount Medical Depot LLC May 2011 - Present
TheCandleDepot.com January 2008 - Present
AtlanticAccents.com January 2006 - Present
KleenWater.com January 2005 - Present
NutsandBolts.com November 2003 - Present
Enhanced Online Sales LLC January 2003 - Present
Morgan Stanley Dean Witter November 1987 - August 2005
E.F. Hutton April 1982 - October 1987
Skills
Jewelry, Management, E-commerce, Investments, SEO, Finance, Marketing Strategy, Entrepreneurship, Small Business, Start-ups
Education
University of Massachusetts, Amherst 1975 — 1979
BBA, Business Management
Scott Shandrew Scott Shandrew's Morgan Stanley Dean Witter Experience January 1999 - March 2002
Job Realtor/Broker at Dickson Realty, LLC
Industry Real Estate
Experience
Dickson Realty June 2005 - Present
Morgan Stanley Dean Witter January 1999 - March 2002
Variors Radio and TV stations in Northern Nevada January 1985 - January 1997
Skills
Residential, Investments, Investment Properties, Real Estate Transactions, Real Estate, Real Estate Development, Real Estate Finance, Radio Advertising, Advertising Sales, Residential Homes, Refinance, Real Estate Economics, Short Sales, Foreclosures, Listings, Single Family Homes, Seller Representation, Luxury, Buyer Representation, REO, Relocation Buyers, Relocation, Vacation Homes, Sellers, 1031 Exchanges, Income Properties, New Home Sales, Townhomes, SFR, New Homes, ABR, Condos, Real Property, Investors, Property, Resellers, Referrals, Rentals, Buyers, HUD
Education
University of Nevada-Reno 1985 — 1987
BS, Broadcast Journalism
Dickson Realty June 2005 - Present
Morgan Stanley Dean Witter January 1999 - March 2002
Variors Radio and TV stations in Northern Nevada January 1985 - January 1997
Skills
Residential, Investments, Investment Properties, Real Estate Transactions, Real Estate, Real Estate Development, Real Estate Finance, Radio Advertising, Advertising Sales, Residential Homes, Refinance, Real Estate Economics, Short Sales, Foreclosures, Listings, Single Family Homes, Seller Representation, Luxury, Buyer Representation, REO, Relocation Buyers, Relocation, Vacation Homes, Sellers, 1031 Exchanges, Income Properties, New Home Sales, Townhomes, SFR, New Homes, ABR, Condos, Real Property, Investors, Property, Resellers, Referrals, Rentals, Buyers, HUD
Education
University of Nevada-Reno 1985 — 1987
BS, Broadcast Journalism
Gary Rowan, CRPC Gary Rowan, CRPC's Morgan Stanley Dean Witter Experience 1996 - 1997
Job Financial Advisor at Leibfried & Associates, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial March 1998 - Present
Morgan Stanley Dean Witter 1996 - 1997
Aegon 1994 - 1996
Education
University of Iowa 1988 — 1992
BBA, Finance
Ameriprise Financial March 1998 - Present
Morgan Stanley Dean Witter 1996 - 1997
Aegon 1994 - 1996
Education
University of Iowa 1988 — 1992
BBA, Finance
Devon Austin Devon Austin's Morgan Stanley Dean Witter Experience March 1988 - April 1990
Job Insurance and Financial Services Consultant
Industry Insurance
Experience
Marsh & McLennan Companies, Inc. October 2004 - Present
Willis May 2002 - October 2004
Charles Schwab April 1990 - January 2000
Morgan Stanley Dean Witter March 1988 - April 1990
AT&T 1972 - 1984
Skills
Insurance, Telecommunications, Art, Employee Benefits, Brokers, Property & Casualty..., Customer Service, Business Development, General Insurance, Estate Planning, Microsoft Office, Underwriting, Risk Management, Liability
Education
University of Northern Colorado 1968 — 1972
BA, Elementary Education
Marsh & McLennan Companies, Inc. October 2004 - Present
Willis May 2002 - October 2004
Charles Schwab April 1990 - January 2000
Morgan Stanley Dean Witter March 1988 - April 1990
AT&T 1972 - 1984
Skills
Insurance, Telecommunications, Art, Employee Benefits, Brokers, Property & Casualty..., Customer Service, Business Development, General Insurance, Estate Planning, Microsoft Office, Underwriting, Risk Management, Liability
Education
University of Northern Colorado 1968 — 1972
BA, Elementary Education
Bryan Remer Bryan Remer's Morgan Stanley Dean Witter Experience March 1975 - August 2005
Job Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2005 - Present
Morgan Stanley Dean Witter March 1975 - August 2005
US Navy June 1966 - January 1972
Education
University of North Carolina at Chapel Hill 1962 — 1966
Bachelor of Arts, English
Taft School 1958 — 1962
Wells Fargo Advisors, LLC August 2005 - Present
Morgan Stanley Dean Witter March 1975 - August 2005
US Navy June 1966 - January 1972
Education
University of North Carolina at Chapel Hill 1962 — 1966
Bachelor of Arts, English
Taft School 1958 — 1962
Harry Dressler Harry Dressler's Morgan Stanley Dean Witter Experience January 1993 - January 2003
Job Expert security fraud witness & analyst
Industry Legal Services
Experience
Dressler Strategic Advisors, Inc June 2005 - Present
Quick & Reilly/Fleet Bank January 2003 - October 2005
Morgan Stanley Dean Witter January 1993 - January 2003
Skills
Arbitration, Securities, FINRA, Expert Witness, Litigation Support, Dispute Resolution, Litigation, Securities Litigation, Public Speaking, Research, Compliance, Asset Management, Third Party Investment..., Financial Consulting on..., Public Pension Trustee..., Policy, Litigation Consulting, Investments, Portfolio Management, Equities, Mediation, Financial Analysis, Financial Services, Mergers & Acquisitions, Asset Managment, Fraud, Asset Allocation, Courts, Due Diligence, Financial Risk, Finance, Corporate Governance, Alternative Dispute..., Bankruptcy, Trials, Product Liability, Estate Planning, Construction Law, Legal Issues, Internal Investigations, Joint Ventures, Commercial Litigation, Licensing
Education
University of Miami - School of Business 1975 — 1978
MBA, International Finance and Business
Cambridge College
Masters in Education (M. Ed.), Clinical Psych/Organizational Development
Dressler Strategic Advisors, Inc June 2005 - Present
Quick & Reilly/Fleet Bank January 2003 - October 2005
Morgan Stanley Dean Witter January 1993 - January 2003
Skills
Arbitration, Securities, FINRA, Expert Witness, Litigation Support, Dispute Resolution, Litigation, Securities Litigation, Public Speaking, Research, Compliance, Asset Management, Third Party Investment..., Financial Consulting on..., Public Pension Trustee..., Policy, Litigation Consulting, Investments, Portfolio Management, Equities, Mediation, Financial Analysis, Financial Services, Mergers & Acquisitions, Asset Managment, Fraud, Asset Allocation, Courts, Due Diligence, Financial Risk, Finance, Corporate Governance, Alternative Dispute..., Bankruptcy, Trials, Product Liability, Estate Planning, Construction Law, Legal Issues, Internal Investigations, Joint Ventures, Commercial Litigation, Licensing
Education
University of Miami - School of Business 1975 — 1978
MBA, International Finance and Business
Cambridge College
Masters in Education (M. Ed.), Clinical Psych/Organizational Development
Gary Baker Gary Baker's Morgan Stanley Dean Witter Experience September 1998 - February 2005
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2009 - Present
Merrill Lynch February 2005 - February 2009
Morgan Stanley Dean Witter September 1998 - February 2005
Skills
Investments, Financial Advisory, Retirement Planning, Asset Allocation, Portfolio Management, Finance, Retirement, Management, Wealth Management, Series 7, Financial Analysis, Mutual Funds, Team Building, Insurance
Education
Washington University in St. Louis - Olin Business School 2002 — 2005
MBA, Business
University of Missouri-Columbia 1994 — 1998
Personal Finance, Business and Personal Finance
Wells Fargo Advisors February 2009 - Present
Merrill Lynch February 2005 - February 2009
Morgan Stanley Dean Witter September 1998 - February 2005
Skills
Investments, Financial Advisory, Retirement Planning, Asset Allocation, Portfolio Management, Finance, Retirement, Management, Wealth Management, Series 7, Financial Analysis, Mutual Funds, Team Building, Insurance
Education
Washington University in St. Louis - Olin Business School 2002 — 2005
MBA, Business
University of Missouri-Columbia 1994 — 1998
Personal Finance, Business and Personal Finance
Josh Martin Josh Martin's Morgan Stanley Dean Witter Experience February 1996 - July 1997
Job Senior Account Executive Strategic Accounts at ClearSlide
Industry Computer Software
Experience
ClearSlide December 2014 - Present
Avecto May 2012 - December 2014
Avecto May 2012 - December 2014
App-DNA, acquired by Citrix May 2011 - May 2012
AppSense 2003 - May 2011
Standard & Poors 1997 - 2002
Morgan Stanley Dean Witter February 1996 - July 1997
Skills
CCSP, Virtualization, Windows 7, Citrix, Enterprise Software, SaaS, Enterprise Technology..., Endpoint Security
Education
University of New Hampshire 1992 — 1996
BA, Psychology
ClearSlide December 2014 - Present
Avecto May 2012 - December 2014
Avecto May 2012 - December 2014
App-DNA, acquired by Citrix May 2011 - May 2012
AppSense 2003 - May 2011
Standard & Poors 1997 - 2002
Morgan Stanley Dean Witter February 1996 - July 1997
Skills
CCSP, Virtualization, Windows 7, Citrix, Enterprise Software, SaaS, Enterprise Technology..., Endpoint Security
Education
University of New Hampshire 1992 — 1996
BA, Psychology
Matthew Westbrook Matthew Westbrook's Morgan Stanley Dean Witter Experience January 2000 - October 2000
Job Strategic Account Manager Hedge Funds at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters January 2008 - Present
Thomson Reuters January 2005 - January 2008
Edward Jones March 2002 - January 2005
Edward Jones November 2000 - February 2002
Morgan Stanley Dean Witter January 2000 - October 2000
Education
Webster University 2000 — 2003
Masters of Business Administration
University of Missouri-Columbia 1995 — 1999
Bachelor of Arts, International Relations
Thomson Reuters January 2008 - Present
Thomson Reuters January 2005 - January 2008
Edward Jones March 2002 - January 2005
Edward Jones November 2000 - February 2002
Morgan Stanley Dean Witter January 2000 - October 2000
Education
Webster University 2000 — 2003
Masters of Business Administration
University of Missouri-Columbia 1995 — 1999
Bachelor of Arts, International Relations
Eugene Spencer Eugene Spencer's Morgan Stanley Dean Witter Experience August 2000 - April 2009
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2009 - Present
Morgan Stanley Dean Witter August 2000 - April 2009
Education
University of South Carolina - The Moore School of Business 1975 — 1977
MIBS, International Business
University of South Carolina-Columbia 1965 — 1970
BS, Geography
Ameriprise Financial Services, Inc. April 2009 - Present
Morgan Stanley Dean Witter August 2000 - April 2009
Education
University of South Carolina - The Moore School of Business 1975 — 1977
MIBS, International Business
University of South Carolina-Columbia 1965 — 1970
BS, Geography
SCOTT GRACYALNY SCOTT GRACYALNY's Morgan Stanley Dean Witter Experience September 1987 - August 1997
Job MANAGING DIRECTOR at Protiviti
Industry Management Consulting
Experience
Protiviti August 2002 - Present
Arthur Andersen September 1997 - July 2002
Morgan Stanley Dean Witter September 1987 - August 1997
Skills
Cross-functional Team..., Risk Management, Project Management, Business Process..., Software Development, Software Implementation, Program Management, Strategy, Governance, Enterprise Software, Management Consulting, IT Audit, SharePoint, Integration, Auditing, Consulting, Product Management, Management, Financial Risk, Enterprise Risk..., Business Process..., IT Strategy, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, CISA, Business Intelligence, Analysis, SAP, Mergers & Acquisitions, Leadership, Finance, Internal Controls, Certified Fraud Examiner, Operational Risk..., Corporate Governance, Risk Assessment, Due Diligence, Forensic Accounting, Acquisition Integration, SEC filings, Business Process
Education
University of Iowa 1980 — 1984
BBA, ACCOUNTING
Protiviti August 2002 - Present
Arthur Andersen September 1997 - July 2002
Morgan Stanley Dean Witter September 1987 - August 1997
Skills
Cross-functional Team..., Risk Management, Project Management, Business Process..., Software Development, Software Implementation, Program Management, Strategy, Governance, Enterprise Software, Management Consulting, IT Audit, SharePoint, Integration, Auditing, Consulting, Product Management, Management, Financial Risk, Enterprise Risk..., Business Process..., IT Strategy, Sarbanes-Oxley Act, Sarbanes-Oxley, Internal Audit, CISA, Business Intelligence, Analysis, SAP, Mergers & Acquisitions, Leadership, Finance, Internal Controls, Certified Fraud Examiner, Operational Risk..., Corporate Governance, Risk Assessment, Due Diligence, Forensic Accounting, Acquisition Integration, SEC filings, Business Process
Education
University of Iowa 1980 — 1984
BBA, ACCOUNTING
Linda Grossman's Morgan Stanley Dean Witter Experience November 1987 - November 1997
Job Residential Realtor & Relocation Consultant DFW at Ebby Halliday Realtors
Industry Real Estate
Experience
Ebby Halliday Realtors June 2012 - Present
Keller Williams Realty International May 2006 - May 2012
Keller Williams Realty May 2006 - May 2012
Keller Williams Realty-McKinney, Texas April 2006 - May 2010
Morgan Stanley Dean Witter November 1987 - November 1997
Skills
Sellers, Real Estate, Relocation, Buyer Representation, Real Estate Transactions, Residential Homes, Luxury, Selling, Property, New Homes, Marketing, Negotiation, Real Estate Economics, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 1980 — 1984
BS-Finance, Investments and Banking
Ebby Halliday Realtors June 2012 - Present
Keller Williams Realty International May 2006 - May 2012
Keller Williams Realty May 2006 - May 2012
Keller Williams Realty-McKinney, Texas April 2006 - May 2010
Morgan Stanley Dean Witter November 1987 - November 1997
Skills
Sellers, Real Estate, Relocation, Buyer Representation, Real Estate Transactions, Residential Homes, Luxury, Selling, Property, New Homes, Marketing, Negotiation, Real Estate Economics, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 1980 — 1984
BS-Finance, Investments and Banking
Jonathan Bloom Jonathan Bloom's Morgan Stanley Dean Witter Experience August 2005 - April 2006
Job Portfolio Manager, South America at Kiva.org
Industry Financial Services
Experience
Kiva.org December 2013 - Present
Kiva Microfunds April 2012 - December 2013
Kiva August 2011 - April 2012
Nevada Hispanic Services February 2010 - August 2011
Washoe County April 2006 - June 2009
Morgan Stanley Dean Witter August 2005 - April 2006
Peace Corps 2002 - 2004
Skills
Fluent in Spanish, Microfinance, Social Services, Spanish, Data Analysis, Community Outreach, Volunteer Management, Fundraising, Research, Program Development, Qualitative Research, Latin America, Microsoft Office, Event Planning, Teaching, Social Media, Management, Program Evaluation, Non-profits, Coaching, Public Relations, Economic Development, Public Speaking, International..., Community Development, Grants, Social Entrepreneurship, Youth Development, Policy Analysis, Capacity Building, Nonprofits
Education
University of Nevada-Reno 2007 — 2010
Masters, Social Work
Kiva.org December 2013 - Present
Kiva Microfunds April 2012 - December 2013
Kiva August 2011 - April 2012
Nevada Hispanic Services February 2010 - August 2011
Washoe County April 2006 - June 2009
Morgan Stanley Dean Witter August 2005 - April 2006
Peace Corps 2002 - 2004
Skills
Fluent in Spanish, Microfinance, Social Services, Spanish, Data Analysis, Community Outreach, Volunteer Management, Fundraising, Research, Program Development, Qualitative Research, Latin America, Microsoft Office, Event Planning, Teaching, Social Media, Management, Program Evaluation, Non-profits, Coaching, Public Relations, Economic Development, Public Speaking, International..., Community Development, Grants, Social Entrepreneurship, Youth Development, Policy Analysis, Capacity Building, Nonprofits
Education
University of Nevada-Reno 2007 — 2010
Masters, Social Work
Leo Pitt, CPA, CISA Leo Pitt, CPA, CISA's Morgan Stanley Dean Witter Experience September 2005 - February 2006
Job IT Advisory Senior Associate at KPMG
Industry Information Technology and Services
Experience
KPMG November 2013 - Present
Accenture October 2012 - November 2013
KPMG June 2011 - October 2012
KPMG June 2010 - August 2010
Morgan Stanley Dean Witter September 2005 - February 2006
Skills
IT Audit, Accounting, Auditing, NIST 800-53, FISCAM, Unix, Red Hat Linux, Linux System..., FISMA, Information Technology, Internal Controls, Information Security..., Sarbanes-Oxley Act
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2011
B.S., Accounting, Information Systems
KPMG November 2013 - Present
Accenture October 2012 - November 2013
KPMG June 2011 - October 2012
KPMG June 2010 - August 2010
Morgan Stanley Dean Witter September 2005 - February 2006
Skills
IT Audit, Accounting, Auditing, NIST 800-53, FISCAM, Unix, Red Hat Linux, Linux System..., FISMA, Information Technology, Internal Controls, Information Security..., Sarbanes-Oxley Act
Education
University of Maryland - Robert H. Smith School of Business 2006 — 2011
B.S., Accounting, Information Systems
Daniel Scott's Morgan Stanley Dean Witter Experience March 2000 - March 2002
Job Loan Officer at Susquehanna Bank
Industry Banking
Experience
Susquehanna Bank 2010 - Present
American Home Bank June 2009 - July 2010
Prime Residential Mortgage 2003 - May 2009
Morgan Stanley Dean Witter March 2000 - March 2002
UMBC Lacrosse Team 1992 - 1996
Skills
FHA, Loans, Refinance, Mortgage Lending, Investment Properties, Real Estate, First time home buyer..., Construction loans, Finance, Home Owners, Referrals, First Time Home Buyers, Real Estate Economics, Construction Loans, USDA, Banking, Commercial Lending, Credit, Financial Services, VA Loans
Education
University of Maryland Baltimore County 1992 — 1996
Economics, Finance
University of Maryland Baltimore County 1988 — 1994
Economics, Economics with a Certficate in Finance
chesapeake senior high 1988 — 1992
Susquehanna Bank 2010 - Present
American Home Bank June 2009 - July 2010
Prime Residential Mortgage 2003 - May 2009
Morgan Stanley Dean Witter March 2000 - March 2002
UMBC Lacrosse Team 1992 - 1996
Skills
FHA, Loans, Refinance, Mortgage Lending, Investment Properties, Real Estate, First time home buyer..., Construction loans, Finance, Home Owners, Referrals, First Time Home Buyers, Real Estate Economics, Construction Loans, USDA, Banking, Commercial Lending, Credit, Financial Services, VA Loans
Education
University of Maryland Baltimore County 1992 — 1996
Economics, Finance
University of Maryland Baltimore County 1988 — 1994
Economics, Economics with a Certficate in Finance
chesapeake senior high 1988 — 1992
Ian J Leffler Ian J Leffler's Morgan Stanley Dean Witter Experience February 1998 - May 1998
Job Retirement Plan Consultant: Helping Business Owners & Plan Sponsors Offer Competitive Retirement Benefits
Industry Financial Services
Experience
Retirement Services at ADP March 2015 - Present
Retirement Services at ADP January 2014 - March 2015
Asurea Group March 2012 - January 2014
Northwestern Mutual Financial Network - The Hoerrner Financial Group June 2010 - March 2012
Luxury Mortgage Corporation April 2002 - April 2010
Morgan Stanley Dean Witter February 1998 - May 1998
Skills
401k and Simple IRA's..., Retirement Planning, Investments, Finance, Loans, Life Insurance, Disability Insurance, Fixed Annuities, Sales, Strategic Financial..., Financial Services, Mortgage Banking, Term Life Insurance, Risk Management, Financial Analysis, Asset Allocation, Fixed Income, Portfolio Management, Trading, Long Term Care Insurance, Employee Benefits, Underwriting, Options, FINRA, Property & Casualty..., Long-term Care, Financial Planners, Health Insurance, Estate Planning, IRAs, Relationship Management, Wealth Accumulation, Series 63, Refinance, Wealth, Investment Strategies
Education
University of New Haven 1994 — 2001
Masters of Business Administration, Concentration in Finance
Retirement Services at ADP March 2015 - Present
Retirement Services at ADP January 2014 - March 2015
Asurea Group March 2012 - January 2014
Northwestern Mutual Financial Network - The Hoerrner Financial Group June 2010 - March 2012
Luxury Mortgage Corporation April 2002 - April 2010
Morgan Stanley Dean Witter February 1998 - May 1998
Skills
401k and Simple IRA's..., Retirement Planning, Investments, Finance, Loans, Life Insurance, Disability Insurance, Fixed Annuities, Sales, Strategic Financial..., Financial Services, Mortgage Banking, Term Life Insurance, Risk Management, Financial Analysis, Asset Allocation, Fixed Income, Portfolio Management, Trading, Long Term Care Insurance, Employee Benefits, Underwriting, Options, FINRA, Property & Casualty..., Long-term Care, Financial Planners, Health Insurance, Estate Planning, IRAs, Relationship Management, Wealth Accumulation, Series 63, Refinance, Wealth, Investment Strategies
Education
University of New Haven 1994 — 2001
Masters of Business Administration, Concentration in Finance
Bobby Petretta Bobby Petretta's Morgan Stanley Dean Witter Experience December 2002 - December 2005
Job Wealth Advisor with Transamerica Financial Advisors, Inc. at Integrated Financial Concepts, Owner Choosemyplan.com
Industry Financial Services
Experience
Transamerica Financial Advisors, Inc. at Integrated Finanical Concepts January 2003 - Present
ChooseMyPlan December 2011 - Present
Morgan Stanley Dean Witter December 2002 - December 2005
Skills
Wealth Management, Long Term Care, Portfolio Management, Retirement Planning, Comprehensive Wealth..., Insurance Planning, Investment Advisory, Asset Allocation, Strategic Financial..., College Education..., Medicare Advantage, Medicare Part D, medicare supplement
Education
University of Miami - School of Business 1995 — 1999
Finance & Computer Science
Transamerica Financial Advisors, Inc. at Integrated Finanical Concepts January 2003 - Present
ChooseMyPlan December 2011 - Present
Morgan Stanley Dean Witter December 2002 - December 2005
Skills
Wealth Management, Long Term Care, Portfolio Management, Retirement Planning, Comprehensive Wealth..., Insurance Planning, Investment Advisory, Asset Allocation, Strategic Financial..., College Education..., Medicare Advantage, Medicare Part D, medicare supplement
Education
University of Miami - School of Business 1995 — 1999
Finance & Computer Science
R. Conrad Johnson R. Conrad Johnson's Morgan Stanley Dean Witter Experience 1999 - 1999
Job Chief Operating Officer Americas, Hedge Fund & Institutional Relationship Management at BNP Paribas
Industry Banking
Experience
BNP Paribas 2007 - Present
J.P. Morgan Securities, Inc. 2002 - 2007
J.P. Morgan Asset Management 1999 - 2001
Morgan Stanley Dean Witter 1999 - 1999
Worldco, LLC – A.F. Bruan 1998 - 1998
Los Alamos National Laboratory 1992 - 1997
US Army 1985 - 1987
Skills
Leadership, Relationship Management, Sales Management, Hedge Funds, Pension Funds, Asset Management, Negotiation
Education
Yale University - Yale School of Management 1997 — 1999
Master of Business Administration (MBA), Finance and Strategy
University of Southern California 1989 — 1992
Bachelor of Arts (BA), Cinema/Television, 3.76
BNP Paribas 2007 - Present
J.P. Morgan Securities, Inc. 2002 - 2007
J.P. Morgan Asset Management 1999 - 2001
Morgan Stanley Dean Witter 1999 - 1999
Worldco, LLC – A.F. Bruan 1998 - 1998
Los Alamos National Laboratory 1992 - 1997
US Army 1985 - 1987
Skills
Leadership, Relationship Management, Sales Management, Hedge Funds, Pension Funds, Asset Management, Negotiation
Education
Yale University - Yale School of Management 1997 — 1999
Master of Business Administration (MBA), Finance and Strategy
University of Southern California 1989 — 1992
Bachelor of Arts (BA), Cinema/Television, 3.76
Jeff Bjurstrom Jeff Bjurstrom's Morgan Stanley Dean Witter Experience 1999 - 2001
Job
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC October 2006 - Present
Morgan Stanley Dean Witter 1999 - 2001
Merrill Lynch 1997 - 1999
Voices for Children, Inc. 1995 - 1998
USE Credit Union 1994 - 1996
San Diego Trust & Savings 1992 - 1994
Great American Bank 1985 - 1992
Education
University of San Diego 1991 — 1994
MBA, Business
University of Wisconsin-Madison 1979 — 1984
BS, Economics
Kettle Moraine High 1976 — 1979
Securities America, Inc. Member FINRA/SIPC October 2006 - Present
Morgan Stanley Dean Witter 1999 - 2001
Merrill Lynch 1997 - 1999
Voices for Children, Inc. 1995 - 1998
USE Credit Union 1994 - 1996
San Diego Trust & Savings 1992 - 1994
Great American Bank 1985 - 1992
Education
University of San Diego 1991 — 1994
MBA, Business
University of Wisconsin-Madison 1979 — 1984
BS, Economics
Kettle Moraine High 1976 — 1979
Dwight Edwards CRPS®, CRPC®'s Morgan Stanley Dean Witter Experience 1998 - 1999
Job Regional Vice President Nonqualified Plans at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group January 2014 - Present
Principal Financial Group February 2006 - January 2014
Raymond James Financial Inc. 2003 - 2006
Raymond James Financial Inc. 1999 - 2003
Morgan Stanley Dean Witter 1998 - 1999
Merrill Lynch August 1996 - November 1997
United States Air Force May 1990 - January 1995
Skills
401k, Deferred Compensation, Defined Benefit, Pensions, Series 63, Mutual Funds, Series 7, Profit Sharing, Employee Benefits, ESOP, Plan Design, Annuities, Series 66
Education
University of South Florida - College of Business Administration 1995 — 1997
Bachelor's degree, Finance and Financial Management Services
Principal Financial Group January 2014 - Present
Principal Financial Group February 2006 - January 2014
Raymond James Financial Inc. 2003 - 2006
Raymond James Financial Inc. 1999 - 2003
Morgan Stanley Dean Witter 1998 - 1999
Merrill Lynch August 1996 - November 1997
United States Air Force May 1990 - January 1995
Skills
401k, Deferred Compensation, Defined Benefit, Pensions, Series 63, Mutual Funds, Series 7, Profit Sharing, Employee Benefits, ESOP, Plan Design, Annuities, Series 66
Education
University of South Florida - College of Business Administration 1995 — 1997
Bachelor's degree, Finance and Financial Management Services
James J. Tully III, CFP® James J. Tully III, CFP®'s Morgan Stanley Dean Witter Experience 1995 - 1996
Job Portfolio Consultant at Charles Schwab
Industry Financial Services
Experience
Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc May 2013 - Present
Wells Fargo Advisors, LLC February 2011 - January 2013
Fidelity Investments January 2007 - January 2011
The Bank of New York September 2005 - January 2007
Charles Schwab June 2004 - August 2005
The Bank of New York February 2003 - May 2004
Charles Schwab & Co. November 1996 - December 2002
Morgan Stanley Dean Witter 1995 - 1996
Skills
Financial Services, Series 63, Wealth Management, Investments, Strategic Financial..., Portfolio Management, Fixed Income, Mutual Funds, Retirement Planning, Securities, FINRA, Retirement, Insurance, Finance, Equities, Series 7, Alternative Investments, Asset Allocation, Mortgage Lending
Education
University of Massachusetts Boston 1992 — 1992
Bachelor of Arts, Economics
Schwab Private Client Investment Advisory, Inc., Charles Schwab & Co., Inc May 2013 - Present
Wells Fargo Advisors, LLC February 2011 - January 2013
Fidelity Investments January 2007 - January 2011
The Bank of New York September 2005 - January 2007
Charles Schwab June 2004 - August 2005
The Bank of New York February 2003 - May 2004
Charles Schwab & Co. November 1996 - December 2002
Morgan Stanley Dean Witter 1995 - 1996
Skills
Financial Services, Series 63, Wealth Management, Investments, Strategic Financial..., Portfolio Management, Fixed Income, Mutual Funds, Retirement Planning, Securities, FINRA, Retirement, Insurance, Finance, Equities, Series 7, Alternative Investments, Asset Allocation, Mortgage Lending
Education
University of Massachusetts Boston 1992 — 1992
Bachelor of Arts, Economics
Damian Blanck MGIS MSIS GISP Damian Blanck MGIS MSIS GISP's Morgan Stanley Dean Witter Experience July 1997 - March 1999
Job Senior Geospatial Engineer / Supervisor / Lecturer at University of Maryland GIS Maters Program
Industry Information Technology and Services
Experience
DigitalGlobe July 2013 - Present
Bolton Hill Nursery September 2012 - Present
University of Maryland May 2013 - May 2015
Capgemini Government Solutions August 2010 - July 2013
Michael Baker Corporation March 2009 - August 2010
Department of Homeland Security FEMA September 2006 - August 2010
Michael Baker Corporation August 2006 - March 2009
GAI Consultants, Inc. October 2003 - August 2005
Morgan Stanley Dean Witter July 1997 - March 1999
John Milner Associates, Inc. January 1995 - June 1997
Skills
GIS, ESRI, ArcGIS, Requirements Analysis, Enterprise Architecture, Databases, IT Strategy, Business Intelligence, SharePoint, Data Analysis, Business Process..., Python, Agile Methodologies, Management Consulting, Archaeology, Google Earth, Cloud Computing, JavaScript, Spatial Data Management, Mobile Technology, Geographic Information..., HTML 5, Oracle SQL Developer, SQLite, Business Development, REST, Ruby on Rails, jQuery, SharePoint Designer, Flash Builder, Geospatial Modeling, Ubuntu, Geolocation, Mountain Biking, Cycling, Kayak, Triathlon, Analytics, Spring, Agile Project Management, OpenSource, Linux
Education
University of Maryland Baltimore County 2010 — 2013
Master of Science, Information Systems
University of Maryland College Park 2007 — 2010
Master, GIS Geographic Information Sciences
Pennsylvania State University 2005 — 2006
Post Baccalaureate Certificate, Geographic Information Systems GIS
University of Pittsburgh 1989 — 1995
Bachelor of Arts, Anthropology
Baltimore Polytechnic Institute 1985 — 1989
High School Diploma, Engineering
DigitalGlobe July 2013 - Present
Bolton Hill Nursery September 2012 - Present
University of Maryland May 2013 - May 2015
Capgemini Government Solutions August 2010 - July 2013
Michael Baker Corporation March 2009 - August 2010
Department of Homeland Security FEMA September 2006 - August 2010
Michael Baker Corporation August 2006 - March 2009
GAI Consultants, Inc. October 2003 - August 2005
Morgan Stanley Dean Witter July 1997 - March 1999
John Milner Associates, Inc. January 1995 - June 1997
Skills
GIS, ESRI, ArcGIS, Requirements Analysis, Enterprise Architecture, Databases, IT Strategy, Business Intelligence, SharePoint, Data Analysis, Business Process..., Python, Agile Methodologies, Management Consulting, Archaeology, Google Earth, Cloud Computing, JavaScript, Spatial Data Management, Mobile Technology, Geographic Information..., HTML 5, Oracle SQL Developer, SQLite, Business Development, REST, Ruby on Rails, jQuery, SharePoint Designer, Flash Builder, Geospatial Modeling, Ubuntu, Geolocation, Mountain Biking, Cycling, Kayak, Triathlon, Analytics, Spring, Agile Project Management, OpenSource, Linux
Education
University of Maryland Baltimore County 2010 — 2013
Master of Science, Information Systems
University of Maryland College Park 2007 — 2010
Master, GIS Geographic Information Sciences
Pennsylvania State University 2005 — 2006
Post Baccalaureate Certificate, Geographic Information Systems GIS
University of Pittsburgh 1989 — 1995
Bachelor of Arts, Anthropology
Baltimore Polytechnic Institute 1985 — 1989
High School Diploma, Engineering
Shane Jordan's Morgan Stanley Dean Witter Experience 1997 - 1999
Job Complex Compliance Specialist at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2014 - Present
Morgan Stanley 2012 - 2014
TradeStation Securities 2006 - 2011
TradeStation Securities 2003 - 2006
Legg Mason 1999 - 2003
Morgan Stanley Dean Witter 1997 - 1999
Education
University of Maryland College Park
BS
Wells Fargo Advisors, LLC 2014 - Present
Morgan Stanley 2012 - 2014
TradeStation Securities 2006 - 2011
TradeStation Securities 2003 - 2006
Legg Mason 1999 - 2003
Morgan Stanley Dean Witter 1997 - 1999
Education
University of Maryland College Park
BS
Jeffrey Siebrecht Jeffrey Siebrecht's Morgan Stanley Dean Witter Experience 2001 - 2002
Job Author at self
Industry Accounting
Experience
self January 2012 - Present
Self employed February 2009 - Present
Morgan Stanley Dean Witter 2001 - 2002
Skills
Small Business, Team Building, Nonprofits, Public Speaking, Strategic Planning, Customer Service, Entrepreneurship
Education
University of Montana 1983 — 1986
BA
self January 2012 - Present
Self employed February 2009 - Present
Morgan Stanley Dean Witter 2001 - 2002
Skills
Small Business, Team Building, Nonprofits, Public Speaking, Strategic Planning, Customer Service, Entrepreneurship
Education
University of Montana 1983 — 1986
BA
Frank Fiore Frank Fiore's Morgan Stanley Dean Witter Experience 1994 - 1999
Job Global Investment Advisor , Active Advisory Group & Potfolio Manager Derivatives
Industry Investment Management
Experience
UBS AG, Wealth Management New York August 1999 - Present
Morgan Stanley Dean Witter 1994 - 1999
Skills
Alternative Investments, Hedge Funds, Series 7, Fixed Income, Derivatives, Equities, Asset Managment, Financial Advisory, Wealth Management, Capital Markets, Portfolio Management, Investments, Bloomberg, Risk Management, Asset Management, Mutual Funds, Private Banking, Asset Allocation
Education
University of New Hampshire 1985 — 1989
B.A.
University of New Haven
MBA
UBS AG, Wealth Management New York August 1999 - Present
Morgan Stanley Dean Witter 1994 - 1999
Skills
Alternative Investments, Hedge Funds, Series 7, Fixed Income, Derivatives, Equities, Asset Managment, Financial Advisory, Wealth Management, Capital Markets, Portfolio Management, Investments, Bloomberg, Risk Management, Asset Management, Mutual Funds, Private Banking, Asset Allocation
Education
University of New Hampshire 1985 — 1989
B.A.
University of New Haven
MBA
Bella Moretti Bella Moretti's Morgan Stanley Dean Witter Experience 1998 - 2000
Job Insurance Agent and Crew Support at JetBlue Airways
Industry Insurance
Experience
JetBlue Airways May 2014 - Present
Bella Moretti Insurance Agency, Inc. April 2013 - Present
Premier Group Insurance April 2013 - Present
American Family Insurance May 2008 - March 2013
All Points Auto LLC April 2006 - April 2011
Sprint - Nextel Corporation May 2003 - September 2006
Comcast July 1994 - May 2002
AT&T 1994 - 2002
Morgan Stanley Dean Witter 1998 - 2000
Skills
Direct Sales, Account Management, Sales, Team Building, Sales Management, New Business Development, Salesforce.com, Strategic Planning, Customer Retention, Negotiation, Marketing Strategy, Marketing, Solution Selling, Small Business, Telecommunications, Property & Casualty..., Licensed Life & Health..., Licensed Property &..., Customer Satisfaction, Staff Development, Management, Sales Operations, Contract Negotiation, Cold Calling, Business Planning, Sales Presentations, Leadership, Business Development, Team Leadership, Recruiting, B2B, Insurance, Sales Process, Fixed Annuities, Health Insurance, Life Insurance, Customer Service, Commercial Insurance, Analysis, Training, Term Life Insurance, Homeowners, Networking, Selling, Whole Life, Entrepreneurship, Finance, Disability Insurance, General Insurance
Education
University of Phoenix 1998 — 2000
Associates, Business Management
Provo High School 1981 — 1985
JetBlue Airways May 2014 - Present
Bella Moretti Insurance Agency, Inc. April 2013 - Present
Premier Group Insurance April 2013 - Present
American Family Insurance May 2008 - March 2013
All Points Auto LLC April 2006 - April 2011
Sprint - Nextel Corporation May 2003 - September 2006
Comcast July 1994 - May 2002
AT&T 1994 - 2002
Morgan Stanley Dean Witter 1998 - 2000
Skills
Direct Sales, Account Management, Sales, Team Building, Sales Management, New Business Development, Salesforce.com, Strategic Planning, Customer Retention, Negotiation, Marketing Strategy, Marketing, Solution Selling, Small Business, Telecommunications, Property & Casualty..., Licensed Life & Health..., Licensed Property &..., Customer Satisfaction, Staff Development, Management, Sales Operations, Contract Negotiation, Cold Calling, Business Planning, Sales Presentations, Leadership, Business Development, Team Leadership, Recruiting, B2B, Insurance, Sales Process, Fixed Annuities, Health Insurance, Life Insurance, Customer Service, Commercial Insurance, Analysis, Training, Term Life Insurance, Homeowners, Networking, Selling, Whole Life, Entrepreneurship, Finance, Disability Insurance, General Insurance
Education
University of Phoenix 1998 — 2000
Associates, Business Management
Provo High School 1981 — 1985
Alan Patel's Morgan Stanley Dean Witter Experience April 1998 - March 2001
Job Business Development Executive at IBM
Industry Financial Services
Experience
IBM Global Business Services November 2013 - Present
IBM Global Business Services January 2012 - September 2013
Capco October 2010 - December 2011
IBM August 2004 - September 2010
Kirchman Corporation March 2001 - August 2004
Morgan Stanley Dean Witter April 1998 - March 2001
Skills
Business Analysis, Business Process..., Business Transformation, Banking, Management Consulting, Customer Experience..., Social Media Marketing, Strategic Planning, Business Strategy, Customer Retention, Channel Optimization, Digital Marketing, Marketing Management, Project Planning, Project Management, Retail Banking, Customer Experience, SDLC, Business Process, Software Project..., Process Improvement, Requirements Analysis, Outsourcing, Management, CRM, Leadership, Financial Services, IT Strategy, Business Intelligence, PMO, Analytics, Project Portfolio..., Requirements Gathering, Vendor Management, Strategy, Business Process Design
Education
University of South Florida 1997 — 2001
B.S., Finance
IBM Global Business Services November 2013 - Present
IBM Global Business Services January 2012 - September 2013
Capco October 2010 - December 2011
IBM August 2004 - September 2010
Kirchman Corporation March 2001 - August 2004
Morgan Stanley Dean Witter April 1998 - March 2001
Skills
Business Analysis, Business Process..., Business Transformation, Banking, Management Consulting, Customer Experience..., Social Media Marketing, Strategic Planning, Business Strategy, Customer Retention, Channel Optimization, Digital Marketing, Marketing Management, Project Planning, Project Management, Retail Banking, Customer Experience, SDLC, Business Process, Software Project..., Process Improvement, Requirements Analysis, Outsourcing, Management, CRM, Leadership, Financial Services, IT Strategy, Business Intelligence, PMO, Analytics, Project Portfolio..., Requirements Gathering, Vendor Management, Strategy, Business Process Design
Education
University of South Florida 1997 — 2001
B.S., Finance
Adam Stafford Adam Stafford's Morgan Stanley Dean Witter Experience December 2000 - September 2003
Job Talent Acquisition Specialist
Industry Human Resources
Experience
Stafford Staffing and Consulting, LLC January 2012 - Present
MeFit Studios November 2012 - Present
NextDeavor April 2015 - July 2015
Demand Media March 2015 - July 2015
24-Hour Fitness June 2012 - August 2013
Golden Pear Funding January 2012 - June 2012
Club Northwest September 2007 - May 2012
Stafford Insurance & Investment Brokers February 2006 - October 2007
Strand Atkinson Williams & York, Inc September 2003 - February 2006
Morgan Stanley Dean Witter December 2000 - September 2003
Skills
Sales, Outstanding Customer..., Marketing Strategy, Insurance, Investments, Public Speaking, Fitness, Personal Training, Finance, Sports, Marketing, Banking, Team Building, Business Development, New Business Development, Coaching, Microsoft Word, PowerPoint, Microsoft Excel, Healthcare, Training, Nutrition, Wellness, Operant Conditioning, Athletic Training, Leadership, Small Business, Entrepreneurship, Cardio, Strength Training, Performance Enhancement, Weight Training, Wellness Coaching, Corrective Exercise, Teaching, Fitness Training, Kettlebells, Microsoft Office, Customer Service, Social Networking, Management, Social Media, Recruiting, Strategic Planning, Project Management, Networking, Athletic Performance
Education
University of Oregon 2006 — 2008
Masters Studies, Human Physiology
University of Oregon 1995 — 1999
Bachelor's of Science, Psychology
University of Oregon 1995 — 1999
Bachelor of Science, Exercise & Movement Science
University of Oregon 1995 — 1999
Minor, Computer and Information Sciences and Support Services
Southern Oregon University 1994 — 1995
CrossFit "Forging Elite Fitness"
National Association of Sports Medicine (NASM)
Stafford Staffing and Consulting, LLC January 2012 - Present
MeFit Studios November 2012 - Present
NextDeavor April 2015 - July 2015
Demand Media March 2015 - July 2015
24-Hour Fitness June 2012 - August 2013
Golden Pear Funding January 2012 - June 2012
Club Northwest September 2007 - May 2012
Stafford Insurance & Investment Brokers February 2006 - October 2007
Strand Atkinson Williams & York, Inc September 2003 - February 2006
Morgan Stanley Dean Witter December 2000 - September 2003
Skills
Sales, Outstanding Customer..., Marketing Strategy, Insurance, Investments, Public Speaking, Fitness, Personal Training, Finance, Sports, Marketing, Banking, Team Building, Business Development, New Business Development, Coaching, Microsoft Word, PowerPoint, Microsoft Excel, Healthcare, Training, Nutrition, Wellness, Operant Conditioning, Athletic Training, Leadership, Small Business, Entrepreneurship, Cardio, Strength Training, Performance Enhancement, Weight Training, Wellness Coaching, Corrective Exercise, Teaching, Fitness Training, Kettlebells, Microsoft Office, Customer Service, Social Networking, Management, Social Media, Recruiting, Strategic Planning, Project Management, Networking, Athletic Performance
Education
University of Oregon 2006 — 2008
Masters Studies, Human Physiology
University of Oregon 1995 — 1999
Bachelor's of Science, Psychology
University of Oregon 1995 — 1999
Bachelor of Science, Exercise & Movement Science
University of Oregon 1995 — 1999
Minor, Computer and Information Sciences and Support Services
Southern Oregon University 1994 — 1995
CrossFit "Forging Elite Fitness"
National Association of Sports Medicine (NASM)
Erin McGeehan's Morgan Stanley Dean Witter Experience November 1992 - August 1998
Job Client Account Manager at One Source Networks
Industry Telecommunications
Experience
One Source Networks February 2015 - Present
Level 3 1999 - January 2015
ING Barings US Financial Holdings August 1998 - June 1999
Morgan Stanley Dean Witter November 1992 - August 1998
Skills
Local Number Portability, GUI, Telecommunications, VoIP, Managed Services, Telephony, T1, MPLS, IP, Data Center, Co-location, Call Centers, Ethernet, Wireless, SIP, Unified Communications, Management, Enterprise Software, Avaya, Vendor Management, Broadband, Solution Selling, Sales
Education
University of Scranton 1988 — 1992
Bachelor or Arts, English Language and Literature, General
One Source Networks February 2015 - Present
Level 3 1999 - January 2015
ING Barings US Financial Holdings August 1998 - June 1999
Morgan Stanley Dean Witter November 1992 - August 1998
Skills
Local Number Portability, GUI, Telecommunications, VoIP, Managed Services, Telephony, T1, MPLS, IP, Data Center, Co-location, Call Centers, Ethernet, Wireless, SIP, Unified Communications, Management, Enterprise Software, Avaya, Vendor Management, Broadband, Solution Selling, Sales
Education
University of Scranton 1988 — 1992
Bachelor or Arts, English Language and Literature, General
Gregory Miklos's Morgan Stanley Dean Witter Experience June 2002 - January 2003
Job Senior Project Manager at Fidelity Investments
Industry Financial Services
Experience
LeapFrog Systems Boston & North Carolina April 2007 - Present
Blue Cross Blue Shield of North Carolina - BCBSNC November 2004 - April 2007
WSI Miklos Solutions Ltd. January 2003 - November 2004
Morgan Stanley Dean Witter June 2002 - January 2003
Deutsche Bank November 2000 - April 2002
JP Morgan July 1996 - November 2000
Goldman Sachs June 1989 - July 1996
Skills
Agile Project Management, Business Analysis, Financial Services, Integration, MS Project, Management, PMO, PMP, Process Improvement, Program Management, Project Management, Project Portfolio..., Requirements Analysis, SDLC, Software Project..., Team Leadership, Vendor Management, Web Applications, Requirements Gathering, Testing
Education
University of Pennsylvania - The Wharton School 1985 — 1989
University of Pennsylvania - The Wharton School
LeapFrog Systems Boston & North Carolina April 2007 - Present
Blue Cross Blue Shield of North Carolina - BCBSNC November 2004 - April 2007
WSI Miklos Solutions Ltd. January 2003 - November 2004
Morgan Stanley Dean Witter June 2002 - January 2003
Deutsche Bank November 2000 - April 2002
JP Morgan July 1996 - November 2000
Goldman Sachs June 1989 - July 1996
Skills
Agile Project Management, Business Analysis, Financial Services, Integration, MS Project, Management, PMO, PMP, Process Improvement, Program Management, Project Management, Project Portfolio..., Requirements Analysis, SDLC, Software Project..., Team Leadership, Vendor Management, Web Applications, Requirements Gathering, Testing
Education
University of Pennsylvania - The Wharton School 1985 — 1989
University of Pennsylvania - The Wharton School
Audra Prout's Morgan Stanley Dean Witter Experience February 1998 - February 1999
Job Sr. Executive Recruiter at Connex2
Industry Financial Services
Experience
Connex2 July 2008 - Present
Alegiant January 2007 - July 2008
The LaSalle Network November 2005 - December 2006
Altantic Arts February 1998 - September 2003
Morgan Stanley Dean Witter February 1998 - February 1999
Skills
Full-cycle Recruiting, Talent Acquisition, Executive Search, Sourcing, Interviewing
Education
University of Maryland College Park 1992 — 1996
Connex2 July 2008 - Present
Alegiant January 2007 - July 2008
The LaSalle Network November 2005 - December 2006
Altantic Arts February 1998 - September 2003
Morgan Stanley Dean Witter February 1998 - February 1999
Skills
Full-cycle Recruiting, Talent Acquisition, Executive Search, Sourcing, Interviewing
Education
University of Maryland College Park 1992 — 1996
Blake King's Morgan Stanley Dean Witter Experience May 2003 - August 2003
Job Butcher at STARR RESTAURANTS
Industry Restaurants
Experience
Momotaro July 2014 - Present
Le Diplomate March 2013 - June 2014
Commander's Palace November 2012 - March 2013
Meadow Lark Farm Dinners June 2012 - October 2012
Palena January 2011 - May 2012
Michel Richard Central December 2009 - December 2010
PR Newswire February 2007 - December 2009
Pewett Company May 2006 - February 2007
Morgan Stanley Dean Witter May 2003 - August 2003
Skills
Filling out online...
Education
University of South Carolina-Columbia 2001 — 2005
BA/BS, Marketing & English
Momotaro July 2014 - Present
Le Diplomate March 2013 - June 2014
Commander's Palace November 2012 - March 2013
Meadow Lark Farm Dinners June 2012 - October 2012
Palena January 2011 - May 2012
Michel Richard Central December 2009 - December 2010
PR Newswire February 2007 - December 2009
Pewett Company May 2006 - February 2007
Morgan Stanley Dean Witter May 2003 - August 2003
Skills
Filling out online...
Education
University of South Carolina-Columbia 2001 — 2005
BA/BS, Marketing & English
Yuriel Layne's Morgan Stanley Dean Witter Experience March 2004 - September 2004
Job Vice President at Bank Of America
Industry Financial Services
Experience
Bank Of America July 2011 - Present
Barclays Capital June 2009 - July 2011
Neuberger Berman September 2008 - February 2009
Lehman Brothers November 2005 - September 2008
JPMorgan Chase January 2005 - November 2005
Morgan Stanley Dean Witter March 2004 - September 2004
HVB April 2002 - January 2003
Citi August 1997 - November 2001
Education
University of Pennsylvania 1993 — 1997
Bachelors of Science, Economics
University of Pennsylvania - The Wharton School 1993 — 1997
The Dalton School 1987 — 1993
High School
Bank Of America July 2011 - Present
Barclays Capital June 2009 - July 2011
Neuberger Berman September 2008 - February 2009
Lehman Brothers November 2005 - September 2008
JPMorgan Chase January 2005 - November 2005
Morgan Stanley Dean Witter March 2004 - September 2004
HVB April 2002 - January 2003
Citi August 1997 - November 2001
Education
University of Pennsylvania 1993 — 1997
Bachelors of Science, Economics
University of Pennsylvania - The Wharton School 1993 — 1997
The Dalton School 1987 — 1993
High School
Ali Rana's Morgan Stanley Dean Witter Experience June 2000 - July 2000
Job Internal Audit Manager IT
Industry Retail
Experience
Sears Holdings Corporation March 2014 - Present
PwC January 2012 - February 2014
PwC July 2005 - 2012
PwC June 2004 - August 2004
Morgan Stanley Dean Witter June 2000 - July 2000
Skills
Sarbanes-Oxley Act, Internal Controls, IT Audit, Internal Audit, Auditing, COBIT, Sarbanes-Oxley, External Audit, Business Process..., Leadership, CISA, Governance, Assurance, Financial Reporting, Process Consulting, Financial Audits, Management, Information Security..., Management Consulting, SOX 404, Coaching Staff, Business Process, J-SOX, Non-profit Volunteer, Strategy, Internal Controls..., SAS70 / Service...
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
BBA, Accounting & Corporate Strategy
University of Michigan 2001 — 2002
Bachelor of Arts (BA), Liberal Arts curriculum with Pre-business and Near-Eastern Studies emphases
Detroit Country Day School (DCDS) 1997 — 2001
High School
Aitchison College 1992 — 1994
Sears Holdings Corporation March 2014 - Present
PwC January 2012 - February 2014
PwC July 2005 - 2012
PwC June 2004 - August 2004
Morgan Stanley Dean Witter June 2000 - July 2000
Skills
Sarbanes-Oxley Act, Internal Controls, IT Audit, Internal Audit, Auditing, COBIT, Sarbanes-Oxley, External Audit, Business Process..., Leadership, CISA, Governance, Assurance, Financial Reporting, Process Consulting, Financial Audits, Management, Information Security..., Management Consulting, SOX 404, Coaching Staff, Business Process, J-SOX, Non-profit Volunteer, Strategy, Internal Controls..., SAS70 / Service...
Education
University of Michigan - Stephen M. Ross School of Business 2003 — 2005
BBA, Accounting & Corporate Strategy
University of Michigan 2001 — 2002
Bachelor of Arts (BA), Liberal Arts curriculum with Pre-business and Near-Eastern Studies emphases
Detroit Country Day School (DCDS) 1997 — 2001
High School
Aitchison College 1992 — 1994
Lisa Jurack's Morgan Stanley Dean Witter Experience 1995 - 2000
Job Senior Recruiting Consultant at UGN, Inc.
Industry Staffing and Recruiting
Experience
UGN, Inc. September 2012 - Present
Calamos Investments May 2008 - May 2012
Techfinders, Inc. 2000 - 2010
Morgan Stanley Dean Witter 1995 - 2000
Hamilton Investments 1993 - 1995
Skills
Applicant Tracking..., Talent Acquisition, Talent Management, Executive Search, Financial Services, Technical Recruiting, College Recruiting, Employee Relations, Sourcing, Internet Recruiting, Employer Branding, Interviews, Leadership, Management, Screening, Personnel Management, Cold Calling, Hiring, Taleo
Education
University of Illinois at Urbana-Champaign 1989 — 1993
BA, Economics & Finance
Regina
UGN, Inc. September 2012 - Present
Calamos Investments May 2008 - May 2012
Techfinders, Inc. 2000 - 2010
Morgan Stanley Dean Witter 1995 - 2000
Hamilton Investments 1993 - 1995
Skills
Applicant Tracking..., Talent Acquisition, Talent Management, Executive Search, Financial Services, Technical Recruiting, College Recruiting, Employee Relations, Sourcing, Internet Recruiting, Employer Branding, Interviews, Leadership, Management, Screening, Personnel Management, Cold Calling, Hiring, Taleo
Education
University of Illinois at Urbana-Champaign 1989 — 1993
BA, Economics & Finance
Regina
Todd Szura's Morgan Stanley Dean Witter Experience September 1997 - June 1999
Job Director at Bank of America
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Bank of America May 2014 - August 2015
Citigroup July 2010 - May 2014
Barclays Capital August 2009 - July 2010
Plainfield Asset Management June 2008 - May 2009
Citigroup June 2004 - June 2008
Citigroup June 1999 - June 2004
Morgan Stanley Dean Witter September 1997 - June 1999
Skills
Treasury, FX Options, Trading, Funding
Education
University of Maryland College Park 1993 — 1997
BS, Finance
Morgan Stanley August 2015 - Present
Bank of America May 2014 - August 2015
Citigroup July 2010 - May 2014
Barclays Capital August 2009 - July 2010
Plainfield Asset Management June 2008 - May 2009
Citigroup June 2004 - June 2008
Citigroup June 1999 - June 2004
Morgan Stanley Dean Witter September 1997 - June 1999
Skills
Treasury, FX Options, Trading, Funding
Education
University of Maryland College Park 1993 — 1997
BS, Finance
Roger DeBock's Morgan Stanley Dean Witter Experience October 1987 - December 1996
Job Business Development Consultant.
Industry Financial Services
Experience
RDB-Consulting November 2004 - Present
WM Financial January 1996 - January 2004
Morgan Stanley Dean Witter October 1987 - December 1996
Skills
Financial Analysis, Capital, Asset Management, Portfolio Management, Financial Management, Valuation, Financial Reporting, Financial Planning, Financial Modeling, Corporate Finance, Forecasting, Due Diligence, Asset, Investments, Wealth Management, Private Banking, Strategic Planning, Investment Banking, Private Equity, Equities, Retirement Planning, Alternative Investments, Capital Markets, Mutual Funds, Business Strategy, Funding, Securities
Education
University of Southern California
RDB-Consulting November 2004 - Present
WM Financial January 1996 - January 2004
Morgan Stanley Dean Witter October 1987 - December 1996
Skills
Financial Analysis, Capital, Asset Management, Portfolio Management, Financial Management, Valuation, Financial Reporting, Financial Planning, Financial Modeling, Corporate Finance, Forecasting, Due Diligence, Asset, Investments, Wealth Management, Private Banking, Strategic Planning, Investment Banking, Private Equity, Equities, Retirement Planning, Alternative Investments, Capital Markets, Mutual Funds, Business Strategy, Funding, Securities
Education
University of Southern California
Kobie Bardouille's Morgan Stanley Dean Witter Experience May 2002 - June 2003
Job Financial Institutions Analyst Russia, Ukraine, South Africa
Industry Banking
Experience
Wells Fargo - GFI-International September 2012 - Present
Wells Fargo - GFI-Domestic May 2012 - Present
Wells Fargo May 2005 - April 2007
Wells Fargo April 2004 - May 2005
Wells Fargo May 2003 - June 2004
Morgan Stanley Dean Witter May 2002 - June 2003
Skills
Commercial Lending, Commercial Banking, Treasury Management, Credit Analysis, Banking, Small Business Lending, Loans, Credit, Portfolio Management, Cash Management, Credit Risk, Wealth Management, Underwriting, Financial Analysis, Retail Banking, Investments, Financial Services, Risk Management, Financial Modeling, Commercial Mortgages
Education
University of Saint Thomas 2009 — 2012
MBA, Accounting and Finance
University of Wisconsin-Madison 2008 — 2010
Graduate Diploma, Graduate School of Banking at UW-Madison
University of Minnesota-Twin Cities 1993 — 1998
BA
Wells Fargo - GFI-International September 2012 - Present
Wells Fargo - GFI-Domestic May 2012 - Present
Wells Fargo May 2005 - April 2007
Wells Fargo April 2004 - May 2005
Wells Fargo May 2003 - June 2004
Morgan Stanley Dean Witter May 2002 - June 2003
Skills
Commercial Lending, Commercial Banking, Treasury Management, Credit Analysis, Banking, Small Business Lending, Loans, Credit, Portfolio Management, Cash Management, Credit Risk, Wealth Management, Underwriting, Financial Analysis, Retail Banking, Investments, Financial Services, Risk Management, Financial Modeling, Commercial Mortgages
Education
University of Saint Thomas 2009 — 2012
MBA, Accounting and Finance
University of Wisconsin-Madison 2008 — 2010
Graduate Diploma, Graduate School of Banking at UW-Madison
University of Minnesota-Twin Cities 1993 — 1998
BA
Jim Siccardi's Morgan Stanley Dean Witter Experience 1996 - 1998
Job Director, Institutional Equity Sales at KLR
Industry Oil & Energy
Experience
The KLR Group October 2014 - Present
LeBlanc Strategic Resources May 2013 - March 2014
Societe Generale April 2011 - 2012
Occidental Petroleum 2007 - 2009
PAW Partners 2005 - 2007
HSBC Asset Management 2001 - 2005
Credit Suisse First Boston 1998 - 2001
ABN AMRO Bank N.V. 1998 - 2000
Morgan Stanley Dean Witter 1996 - 1998
Kidder Peabody 1992 - 1996
Skills
Equities, Portfolio Management, Investments, Hedge Funds, Asset Management, Equity Research, Mergers & Acquisitions, Mutual Funds, Investor Relations, Analysis, Energy, Management, Accounting, Financial Modeling, Valuation
Education
University of Notre Dame - Mendoza College of Business 1995 — 1996
MBA, Investments, Finance
Villanova University 1986 — 1989
BA, Finance, Accounting
Great Valley High School
The KLR Group October 2014 - Present
LeBlanc Strategic Resources May 2013 - March 2014
Societe Generale April 2011 - 2012
Occidental Petroleum 2007 - 2009
PAW Partners 2005 - 2007
HSBC Asset Management 2001 - 2005
Credit Suisse First Boston 1998 - 2001
ABN AMRO Bank N.V. 1998 - 2000
Morgan Stanley Dean Witter 1996 - 1998
Kidder Peabody 1992 - 1996
Skills
Equities, Portfolio Management, Investments, Hedge Funds, Asset Management, Equity Research, Mergers & Acquisitions, Mutual Funds, Investor Relations, Analysis, Energy, Management, Accounting, Financial Modeling, Valuation
Education
University of Notre Dame - Mendoza College of Business 1995 — 1996
MBA, Investments, Finance
Villanova University 1986 — 1989
BA, Finance, Accounting
Great Valley High School
Justin Friedrichs, CFP's Morgan Stanley Dean Witter Experience February 1995 - January 2003
Job Mortgage Loan Officer at TowneBank Mortgage
Industry Financial Services
Experience
TowneBank Mortgage March 2014 - Present
Hamilton Group Funding, Inc. August 2013 - February 2014
Friedrichs Asset Management January 2003 - July 2013
Morgan Stanley Dean Witter February 1995 - January 2003
Skills
Finance, Wealth Management, Strategic Financial..., Economics, Residential Mortgages, Sales, Relationship..., New Hire Training, Mortgage Lending, Reverse Mortgages, Jumbo Mortgage, First Time Home Buyers, Loan Origination, Financial Advisory, Financial Planning, Small Business, Refinance, Retirement Planning, Loans, Mortgage Banking, Credit Analysis, Estate Planning, VA Loans, FHA Financing, Personal Finance
Education
University of Richmond 1989 — 1993
BA, Economics
TowneBank Mortgage March 2014 - Present
Hamilton Group Funding, Inc. August 2013 - February 2014
Friedrichs Asset Management January 2003 - July 2013
Morgan Stanley Dean Witter February 1995 - January 2003
Skills
Finance, Wealth Management, Strategic Financial..., Economics, Residential Mortgages, Sales, Relationship..., New Hire Training, Mortgage Lending, Reverse Mortgages, Jumbo Mortgage, First Time Home Buyers, Loan Origination, Financial Advisory, Financial Planning, Small Business, Refinance, Retirement Planning, Loans, Mortgage Banking, Credit Analysis, Estate Planning, VA Loans, FHA Financing, Personal Finance
Education
University of Richmond 1989 — 1993
BA, Economics
Judy Hartong's Morgan Stanley Dean Witter Experience February 2000 - August 2000
Job Administrative Director at JM Horseman Group
Industry Financial Services
Experience
JM Horseman Group August 2002 - Present
Prudential Securities August 2000 - August 2002
Morgan Stanley Dean Witter February 2000 - August 2000
Robert W. Baird August 1993 - July 1997
Shearson Lehmann May 1987 - August 1990
Dean Witter February 1977 - May 1987
Education
University of Nebraska at Omaha 1977 — 1979
Business
JM Horseman Group August 2002 - Present
Prudential Securities August 2000 - August 2002
Morgan Stanley Dean Witter February 2000 - August 2000
Robert W. Baird August 1993 - July 1997
Shearson Lehmann May 1987 - August 1990
Dean Witter February 1977 - May 1987
Education
University of Nebraska at Omaha 1977 — 1979
Business
Hayden Russell's Morgan Stanley Dean Witter Experience January 1988 - December 1989
Job Experienced Management Executive
Industry Retail
Experience
CVS Caremark Corporation October 2011 - Present
Macy's September 2010 - October 2011
AutoNation March 2008 - September 2010
AutoNation July 2003 - March 2008
Cross Country Healthcare March 2002 - May 2003
JFKIAT May 1998 - November 2001
Graham Windham March 1993 - May 1998
Time Warner Inc. January 1990 - February 1993
Morgan Stanley Dean Witter January 1988 - December 1989
United States Marine Corps September 1983 - August 1989
Skills
Payroll, Human Resources, PeopleSoft, Employee Relations, Recruiting, Training, Software Documentation, Management, Employee Benefits, Leadership, SAP, Business Analysis, Budgets, ADP Payroll, Deferred Compensation, Project Management, Integration, Accounting, Team Building, New Hire Orientations
Education
St. Francis College 1999 — 2001
Bachelor of Science, Management
University of Maryland College Park 1998 — 1999
Business Administration and Management, General
CVS Caremark Corporation October 2011 - Present
Macy's September 2010 - October 2011
AutoNation March 2008 - September 2010
AutoNation July 2003 - March 2008
Cross Country Healthcare March 2002 - May 2003
JFKIAT May 1998 - November 2001
Graham Windham March 1993 - May 1998
Time Warner Inc. January 1990 - February 1993
Morgan Stanley Dean Witter January 1988 - December 1989
United States Marine Corps September 1983 - August 1989
Skills
Payroll, Human Resources, PeopleSoft, Employee Relations, Recruiting, Training, Software Documentation, Management, Employee Benefits, Leadership, SAP, Business Analysis, Budgets, ADP Payroll, Deferred Compensation, Project Management, Integration, Accounting, Team Building, New Hire Orientations
Education
St. Francis College 1999 — 2001
Bachelor of Science, Management
University of Maryland College Park 1998 — 1999
Business Administration and Management, General
Frances Patricia Orellana's Morgan Stanley Dean Witter Experience June 1998 - August 2000
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors LLC February 2008 - Present
Wilmington Trust May 2003 - December 2007
Mediacom / Grey Advertising October 2001 - April 2003
Morgan Stanley Dean Witter June 1998 - August 2000
Skills
Investment Strategies, Retirement Planning
Education
University of Maryland College Park
Bachelor of Science, Business: Finance and Marketing
AXA Advisors LLC February 2008 - Present
Wilmington Trust May 2003 - December 2007
Mediacom / Grey Advertising October 2001 - April 2003
Morgan Stanley Dean Witter June 1998 - August 2000
Skills
Investment Strategies, Retirement Planning
Education
University of Maryland College Park
Bachelor of Science, Business: Finance and Marketing
Alethia Bapis Chatzis's Morgan Stanley Dean Witter Experience August 1998 - June 2002
Job Director at HighTower
Industry Financial Services
Experience
HighTower November 2008 - Present
Morgan Stanley March 2003 - November 2008
Simms Capital Management June 2002 - June 2003
Morgan Stanley Dean Witter August 1998 - June 2002
Skills
Series 7, Wealth Management, Mutual Funds, Asset Managment, Asset Allocation, Securities, Series 63, Retirement Planning, Asset Management, Investment Advisory, Management, Investments, Equities, Portfolio Management
Education
University of San Diego 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Judge Memorial Catholic High School 1990 — 1994
HighTower November 2008 - Present
Morgan Stanley March 2003 - November 2008
Simms Capital Management June 2002 - June 2003
Morgan Stanley Dean Witter August 1998 - June 2002
Skills
Series 7, Wealth Management, Mutual Funds, Asset Managment, Asset Allocation, Securities, Series 63, Retirement Planning, Asset Management, Investment Advisory, Management, Investments, Equities, Portfolio Management
Education
University of San Diego 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance
Judge Memorial Catholic High School 1990 — 1994
Craig Goos's Morgan Stanley Dean Witter Experience 1995 - 1998
Job Managing Director at North Capital Private Securities
Industry Financial Services
Experience
North Capital Private Securities Corporation 2011 - Present
UBS 2008 - 2010
Bear Stearns 2004 - 2008
Oppenheimer & Co. 1998 - 2004
Morgan Stanley Dean Witter 1995 - 1998
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Investment Advisory, Asset Managment, Wealth Management, Mutual Funds, Investments, Investment Strategies, Investment Management, Asset Management, Capital Markets, Private Equity, Start-ups, Financial Services, Venture Capital, Financial Advisory, Securities
Education
University of Northern Iowa 1988 — 1993
BA, General Studies
North Capital Private Securities Corporation 2011 - Present
UBS 2008 - 2010
Bear Stearns 2004 - 2008
Oppenheimer & Co. 1998 - 2004
Morgan Stanley Dean Witter 1995 - 1998
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Investment Advisory, Asset Managment, Wealth Management, Mutual Funds, Investments, Investment Strategies, Investment Management, Asset Management, Capital Markets, Private Equity, Start-ups, Financial Services, Venture Capital, Financial Advisory, Securities
Education
University of Northern Iowa 1988 — 1993
BA, General Studies
Adam Bergmann's Morgan Stanley Dean Witter Experience 1989 - 1999
Job Enterprise Program Manager at Fordham University
Industry Management Consulting
Experience
AB 3P Consulting, LLC June 2010 - Present
Fordham University July 2010 - March 2015
Pcubed June 2007 - January 2010
Mphasis November 2003 - June 2007
EDS / Mphasis 2006 - 2007
Database Marketing Technologies 2001 - 2003
Medscape, Inc. 1999 - 2000
Morgan Stanley Dean Witter 1989 - 1999
Skills
Project Management, Vendor Management, Staff Development, PMO, Project Portfolio..., Solution Development, Resource Management, Business Process..., PMP, Business Process, Governance, Business Analysis, Program Management, Strategy, CRM, Business Intelligence, Change Management, Management
Education
PMI class
University of North Carolina at Chapel Hill
MFA, Playwriting
Vassar College
BA, Philosophy
AB 3P Consulting, LLC June 2010 - Present
Fordham University July 2010 - March 2015
Pcubed June 2007 - January 2010
Mphasis November 2003 - June 2007
EDS / Mphasis 2006 - 2007
Database Marketing Technologies 2001 - 2003
Medscape, Inc. 1999 - 2000
Morgan Stanley Dean Witter 1989 - 1999
Skills
Project Management, Vendor Management, Staff Development, PMO, Project Portfolio..., Solution Development, Resource Management, Business Process..., PMP, Business Process, Governance, Business Analysis, Program Management, Strategy, CRM, Business Intelligence, Change Management, Management
Education
PMI class
University of North Carolina at Chapel Hill
MFA, Playwriting
Vassar College
BA, Philosophy
John G. Nilles, CFA's Morgan Stanley Dean Witter Experience February 1995 - December 1999
Job Senior Capital Markets Specialist at National Credit Union Administration
Industry Capital Markets
Experience
National Credit Union Administration December 2012 - Present
FDIC June 2010 - December 2012
Marine Credit Union March 2008 - 2010
Retail Employees Credit Union January 2001 - January 2008
US Bank-Piper Jaffray December 1999 - May 2001
Morgan Stanley Dean Witter February 1995 - December 1999
Kidder Peabody and Co September 1990 - February 1995
FBS Investment Services 1984 - 1990
Skills
ALM, Fixed Income, Capital Markets, Credit Unions, Derivatives, Strategic Planning, Banking, Portfolio Management, Financial Reporting, Investments, Risk Management, Financial Analysis, Asset Management, Institutional, Excel, Cash Management, Budgeting, Compliance, Securities, Valuation, Credit, Managerial Finance, Executive Management, Corporate Finance, Budgets, Microsoft Excel
Education
University of Notre Dame 1973 — 1977
Bachelor, Business Administration
University of Minnesota Graduate School of Business
National Credit Union Administration December 2012 - Present
FDIC June 2010 - December 2012
Marine Credit Union March 2008 - 2010
Retail Employees Credit Union January 2001 - January 2008
US Bank-Piper Jaffray December 1999 - May 2001
Morgan Stanley Dean Witter February 1995 - December 1999
Kidder Peabody and Co September 1990 - February 1995
FBS Investment Services 1984 - 1990
Skills
ALM, Fixed Income, Capital Markets, Credit Unions, Derivatives, Strategic Planning, Banking, Portfolio Management, Financial Reporting, Investments, Risk Management, Financial Analysis, Asset Management, Institutional, Excel, Cash Management, Budgeting, Compliance, Securities, Valuation, Credit, Managerial Finance, Executive Management, Corporate Finance, Budgets, Microsoft Excel
Education
University of Notre Dame 1973 — 1977
Bachelor, Business Administration
University of Minnesota Graduate School of Business
Diane Mensik's Morgan Stanley Dean Witter Experience March 1991 - June 1998
Job Lead Analyst at Citigroup
Industry Information Technology and Services
Experience
Citigroup October 2006 - Present
Citigroup August 2004 - October 2006
The Associates February 2000 - August 2004
The Associates June 1998 - February 2000
Morgan Stanley Dean Witter March 1991 - June 1998
Education
University of Illinois at Urbana-Champaign 1972 — 1976
BS, Mathematics
Citigroup October 2006 - Present
Citigroup August 2004 - October 2006
The Associates February 2000 - August 2004
The Associates June 1998 - February 2000
Morgan Stanley Dean Witter March 1991 - June 1998
Education
University of Illinois at Urbana-Champaign 1972 — 1976
BS, Mathematics
Bonnie San Nicolas-Barcinas's Morgan Stanley Dean Witter Experience August 2005 - July 2007
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Merrill Lynch July 2007 - October 2014
Morgan Stanley Dean Witter August 2005 - July 2007
Morgan Stanley Dean Witter November 1992 - August 2005
Skills
Leadership, Customer Service, Sales, Business Strategy, Microsoft Word, Research, PowerPoint, Training, Series 7, Budgets
Education
University of Sacramento 1987 — 1992
Bachelor of Science, Business Administration - Finance
Morgan Stanley October 2014 - Present
Merrill Lynch July 2007 - October 2014
Morgan Stanley Dean Witter August 2005 - July 2007
Morgan Stanley Dean Witter November 1992 - August 2005
Skills
Leadership, Customer Service, Sales, Business Strategy, Microsoft Word, Research, PowerPoint, Training, Series 7, Budgets
Education
University of Sacramento 1987 — 1992
Bachelor of Science, Business Administration - Finance
Dan Whitney's Morgan Stanley Dean Witter Experience August 1999 - August 2000
Job Vice President Branch Exams at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors July 2013 - Present
Wells Fargo Advisors May 2008 - July 2013
A.G. Edwards & Sons, Inc. January 2004 - May 2008
US Bancorp Investments Inc, Formerly Firstar Investments December 2001 - January 2004
Firstar Investment Services, Inc September 2000 - December 2001
Morgan Stanley Dean Witter August 1999 - August 2000
Skills
Investments, Financial Services, Mutual Funds, Anti Money Laundering, Securities, Series 7, Financial Risk, Management, FINRA, Series 63, Leadership, Equities, Finance, Insurance, Risk Management, Analysis
Education
University of Missouri-Columbia 2006 — 2009
Bachelor's degree, Finance and Financial Management Services
Wells Fargo Advisors July 2013 - Present
Wells Fargo Advisors May 2008 - July 2013
A.G. Edwards & Sons, Inc. January 2004 - May 2008
US Bancorp Investments Inc, Formerly Firstar Investments December 2001 - January 2004
Firstar Investment Services, Inc September 2000 - December 2001
Morgan Stanley Dean Witter August 1999 - August 2000
Skills
Investments, Financial Services, Mutual Funds, Anti Money Laundering, Securities, Series 7, Financial Risk, Management, FINRA, Series 63, Leadership, Equities, Finance, Insurance, Risk Management, Analysis
Education
University of Missouri-Columbia 2006 — 2009
Bachelor's degree, Finance and Financial Management Services
Joseph Sipper's Morgan Stanley Dean Witter Experience August 1997 - March 1999
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase 2009 - Present
Siemens Financial Service January 2006 - January 2009
Atlantic Home Loans October 2003 - December 2008
Key Equipment Finance May 2005 - December 2005
ADP Commercial Leasing December 2004 - April 2005
Countrywide Full Spectrum Lending March 2002 - October 2003
Morgan Stanley March 1999 - September 2001
Morgan Stanley Dean Witter August 1997 - March 1999
Education
Montclair State University 1995 — 1999
B.S. Business Administration
University of North Carolina at Wilmington 1994 — 1996
JPMorgan Chase 2009 - Present
Siemens Financial Service January 2006 - January 2009
Atlantic Home Loans October 2003 - December 2008
Key Equipment Finance May 2005 - December 2005
ADP Commercial Leasing December 2004 - April 2005
Countrywide Full Spectrum Lending March 2002 - October 2003
Morgan Stanley March 1999 - September 2001
Morgan Stanley Dean Witter August 1997 - March 1999
Education
Montclair State University 1995 — 1999
B.S. Business Administration
University of North Carolina at Wilmington 1994 — 1996
Olek Gajowniczek's Morgan Stanley Dean Witter Experience August 2007 - March 2014
Job Vice President at Nomura International plc
Industry Financial Services
Experience
Nomura International plc June 2014 - Present
Morgan Stanley Dean Witter August 2007 - March 2014
Skills
Derivatives, Financial Modeling, Swaps, Rates, Trading, Capital Markets, Investments, Portfolio Management, Bloomberg, Fixed Income
Education
University of Oxford 2003 — 2007
MPhys, Physics
Nomura International plc June 2014 - Present
Morgan Stanley Dean Witter August 2007 - March 2014
Skills
Derivatives, Financial Modeling, Swaps, Rates, Trading, Capital Markets, Investments, Portfolio Management, Bloomberg, Fixed Income
Education
University of Oxford 2003 — 2007
MPhys, Physics
Dennis Halloran's Morgan Stanley Dean Witter Experience 1993 - 1998
Job Retired CFP
Industry Financial Services
Experience
Morgan Stanley Dean Witter 1993 - 1998
Integrated Resources 1981 - 1986
Education
University of San Diego 1958 — 1960
BBA, Bus Ad, Econ Philosophy Minors
Morgan Stanley Dean Witter 1993 - 1998
Integrated Resources 1981 - 1986
Education
University of San Diego 1958 — 1960
BBA, Bus Ad, Econ Philosophy Minors
Cecelia Vollaro's Morgan Stanley Dean Witter Experience 1995 - 1999
Job Sr. Executive Assistant at Adobe Systems Inc.
Industry Computer Software
Experience
Adobe Systems, Inc. 2001 - Present
WineShopper.com 1999 - 2001
Morgan Stanley Dean Witter 1995 - 1999
Education
University of San Francisco
Bachelor of Science, Economics
Paul SmithsCollege
Associate Degree, Hosptitality
Adobe Systems, Inc. 2001 - Present
WineShopper.com 1999 - 2001
Morgan Stanley Dean Witter 1995 - 1999
Education
University of San Francisco
Bachelor of Science, Economics
Paul SmithsCollege
Associate Degree, Hosptitality
Jim Yiu's Morgan Stanley Dean Witter Experience 2000 - 2002
Job Information Technology
Industry Information Technology and Services
Experience
Huanghe Science and Technology University 2014 - Present
Morgan Stanley 2011 - 2013
Xiangtan University 2009 - 2011
98 Cent Stores 2008 - 2009
Accenture 2004 - 2006
Travelex 2002 - 2004
Morgan Stanley Dean Witter 2000 - 2002
Imoney.com 1999 - 2000
Reuters Information Services 1998 - 1999
Skills
C++, C, Perl, Sybase, Unix
Education
University of Illinois 2006 — 2009
Master of Science
University of Toronto
Bachelor of Science
Huanghe Science and Technology University 2014 - Present
Morgan Stanley 2011 - 2013
Xiangtan University 2009 - 2011
98 Cent Stores 2008 - 2009
Accenture 2004 - 2006
Travelex 2002 - 2004
Morgan Stanley Dean Witter 2000 - 2002
Imoney.com 1999 - 2000
Reuters Information Services 1998 - 1999
Skills
C++, C, Perl, Sybase, Unix
Education
University of Illinois 2006 — 2009
Master of Science
University of Toronto
Bachelor of Science
Joseph Bivona's Morgan Stanley Dean Witter Experience April 1988 - September 2000
Job Managing Director Investments, Senior Institutional Consultant,PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2001 - Present
Wells Fargo Advisors, LLC September 1991 - Present
Morgan Stanley Dean Witter April 1988 - September 2000
Skills
Investments, Alternative Investments, Mutual Funds, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1990 — 1992
CIMA, Modern portfolio Theory
Wells Fargo Advisors, LLC January 2001 - Present
Wells Fargo Advisors, LLC September 1991 - Present
Morgan Stanley Dean Witter April 1988 - September 2000
Skills
Investments, Alternative Investments, Mutual Funds, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1990 — 1992
CIMA, Modern portfolio Theory
Heidi Sperry's Morgan Stanley Dean Witter Experience June 1994 - May 1999
Job Coordinator of Special Projects, City of Chicago Department of Planning and Development
Industry Government Administration
Experience
City Chicago, Department of Planning and Development September 2012 - Present
City of Chicago September 2001 - September 2012
Morgan Stanley Dean Witter June 1994 - May 1999
Skills
Architectural History, Economic Development, Grants, Historic Preservation, Archival Research, Community Development, Historical Research, Land Use, Land Use Planning, Redevelopment, Urban Planning, Zoning, Local Government, Grant Writing, Public Policy
Education
School of the Art Institute of Chicago 1999 — 2001
MSHP, Historic Preservation
University of Illinois at Urbana-Champaign 1988 — 1992
BA, English and History
City Chicago, Department of Planning and Development September 2012 - Present
City of Chicago September 2001 - September 2012
Morgan Stanley Dean Witter June 1994 - May 1999
Skills
Architectural History, Economic Development, Grants, Historic Preservation, Archival Research, Community Development, Historical Research, Land Use, Land Use Planning, Redevelopment, Urban Planning, Zoning, Local Government, Grant Writing, Public Policy
Education
School of the Art Institute of Chicago 1999 — 2001
MSHP, Historic Preservation
University of Illinois at Urbana-Champaign 1988 — 1992
BA, English and History
Timothy Reid Bolinger CFP ®'s Morgan Stanley Dean Witter Experience August 1997 - June 2000
Job at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2000 - Present
Morgan Stanley Dean Witter August 1997 - June 2000
Education
University of North Carolina at Greensboro 1995 — 1997
BA
Hargrave Military Academy
Wells Fargo Advisors, LLC June 2000 - Present
Morgan Stanley Dean Witter August 1997 - June 2000
Education
University of North Carolina at Greensboro 1995 — 1997
BA
Hargrave Military Academy
Matthew Cerce's Morgan Stanley Dean Witter Experience January 2003 - November 2003
Job Project Manager at Clark Construction
Industry Construction
Experience
Clark Construction January 2013 - Present
Clark Construction June 2011 - January 2013
Clark Construction August 2008 - July 2011
Morgan Stanley Dean Witter January 2003 - November 2003
Skills
Construction
Education
The George Washington University - School of Business 2015 — 2018
Master of Business Administration (MBA), Strategy, Finance and Real Estate Development
University of Maryland College Park 2004 — 2008
BA, Economics, Management
Clark Construction January 2013 - Present
Clark Construction June 2011 - January 2013
Clark Construction August 2008 - July 2011
Morgan Stanley Dean Witter January 2003 - November 2003
Skills
Construction
Education
The George Washington University - School of Business 2015 — 2018
Master of Business Administration (MBA), Strategy, Finance and Real Estate Development
University of Maryland College Park 2004 — 2008
BA, Economics, Management
David McCubbins's Morgan Stanley Dean Witter Experience August 1997 - March 1998
Job Institutional Sales Trader at Mid Atlantic Capital Group
Industry Financial Services
Experience
Mid Atlantic Capital Group, Inc. May 2012 - Present
SunGard 2008 - February 2012
The Mack Bar and Grill November 2005 - October 2011
Prudential Select Properties May 2006 - June 2008
Stifel Nicolaus July 2000 - May 2006
Morgan Stanley Dean Witter August 1997 - March 1998
Skills
Trading, Equities, Financial Markets, Hedge Funds, Equity Trading, Series 7, Series 63, Risk Management, Electronic Trading, Trading Systems, Securities, Capital Markets, Options, Mutual Funds, Public Speaking, Investment Strategies, Fixed Income, Series 24, Compliance, Fixed Income Trading, Trade Execution, Wealth Management, Financial Analysis, ETFs, FX trading, Market Making, Bloomberg, Derivatives, FX, Investments, Investment Advisory, Bonds, Brokerage, Technical Analysis, Quantitative Analysis, Risk, Stocks, Institutional, Asset Management, Trading Strategies, Traders, Fixed Income Products, Financial Planning
Education
University of Missouri - St. Louis 1994 — 1996
Bachelor of Science in Business Administration, Marketing
Mid Atlantic Capital Group, Inc. May 2012 - Present
SunGard 2008 - February 2012
The Mack Bar and Grill November 2005 - October 2011
Prudential Select Properties May 2006 - June 2008
Stifel Nicolaus July 2000 - May 2006
Morgan Stanley Dean Witter August 1997 - March 1998
Skills
Trading, Equities, Financial Markets, Hedge Funds, Equity Trading, Series 7, Series 63, Risk Management, Electronic Trading, Trading Systems, Securities, Capital Markets, Options, Mutual Funds, Public Speaking, Investment Strategies, Fixed Income, Series 24, Compliance, Fixed Income Trading, Trade Execution, Wealth Management, Financial Analysis, ETFs, FX trading, Market Making, Bloomberg, Derivatives, FX, Investments, Investment Advisory, Bonds, Brokerage, Technical Analysis, Quantitative Analysis, Risk, Stocks, Institutional, Asset Management, Trading Strategies, Traders, Fixed Income Products, Financial Planning
Education
University of Missouri - St. Louis 1994 — 1996
Bachelor of Science in Business Administration, Marketing
Kelly Marx's Morgan Stanley Dean Witter Experience January 1997 - September 1999
Job Vice President Compliance Manager at Wells Fargo Bank
Industry Financial Services
Experience
Large financial services company September 1999 - Present
Morgan Stanley Dean Witter January 1997 - September 1999
Education
University of San Diego 1994 — 1997
BA, Business Administration
Large financial services company September 1999 - Present
Morgan Stanley Dean Witter January 1997 - September 1999
Education
University of San Diego 1994 — 1997
BA, Business Administration
John McLain's Morgan Stanley Dean Witter Experience May 1994 - April 1998
Job Senior Director, Global Trade Compliance at Honeywell Performance Materials and Technology
Industry Chemicals
Experience
Honeywell Performance Materials and Technology September 2008 - Present
UOP May 1998 - September 2008
Morgan Stanley Dean Witter May 1994 - April 1998
Skills
Customer Service, Global Trade Management, Supply Chain Management
Education
University of Michigan Law School 1983 — 1986
Doctor of Law (J.D.)
University of Michigan 1979 — 1983
Bachelor of Arts (B.A.), English Language and Literature
Honeywell Performance Materials and Technology September 2008 - Present
UOP May 1998 - September 2008
Morgan Stanley Dean Witter May 1994 - April 1998
Skills
Customer Service, Global Trade Management, Supply Chain Management
Education
University of Michigan Law School 1983 — 1986
Doctor of Law (J.D.)
University of Michigan 1979 — 1983
Bachelor of Arts (B.A.), English Language and Literature
Karey Sweetman's Morgan Stanley Dean Witter Experience 1995 - 1997
Job Executive Assistant at Medco
Industry Pharmaceuticals
Experience
Medco February 2011 - Present
Medco February 2009 - January 2010
Medco April 2008 - January 2009
General Chemical June 2003 - April 2008
Sharp Electronics June 2002 - April 2003
Bowne Global Solutions February 2001 - May 2002
Alliance Capital Management May 1998 - October 2000
Morgan Stanley Dean Witter 1995 - 1997
Liz Claiborne 1992 - 1994
Skills
Microsoft Office -...
Education
University of Rhode Island 1988 — 1992
Bachelor of Science, Business Administration
Medco February 2011 - Present
Medco February 2009 - January 2010
Medco April 2008 - January 2009
General Chemical June 2003 - April 2008
Sharp Electronics June 2002 - April 2003
Bowne Global Solutions February 2001 - May 2002
Alliance Capital Management May 1998 - October 2000
Morgan Stanley Dean Witter 1995 - 1997
Liz Claiborne 1992 - 1994
Skills
Microsoft Office -...
Education
University of Rhode Island 1988 — 1992
Bachelor of Science, Business Administration
William Rooks's Morgan Stanley Dean Witter Experience March 1997 - June 2001
Job Fixed Asset Accountant at Concentra
Industry Financial Services
Experience
Concentra October 2014 - Present
Concentra March 2013 - October 2014
JPMorgan Chase January 2012 - October 2012
JPMorgan Chase September 2011 - October 2011
Internal Revenue Service January 2011 - April 2011
H & R Block January 2008 - April 2008
United States Army Reserves October 1999 - January 2007
Capital One Auto Finance November 2001 - November 2004
Morgan Stanley Dean Witter March 1997 - June 2001
United States Army Reserves September 1994 - October 1999
Skills
Account Reconciliation, Accounting, Payroll, Finance, Banking, Managerial Finance, Credit, Analysis, Invoicing, Tax, Financial Statements, Variance Analysis, Loans, Financial Risk, Portfolio Management, Human Resources, Training, Time Management, Management, Credit Risk
Education
University of North Texas 2007 — 2009
Bachelor of Science (BS), Accounting Control Systems
Concentra October 2014 - Present
Concentra March 2013 - October 2014
JPMorgan Chase January 2012 - October 2012
JPMorgan Chase September 2011 - October 2011
Internal Revenue Service January 2011 - April 2011
H & R Block January 2008 - April 2008
United States Army Reserves October 1999 - January 2007
Capital One Auto Finance November 2001 - November 2004
Morgan Stanley Dean Witter March 1997 - June 2001
United States Army Reserves September 1994 - October 1999
Skills
Account Reconciliation, Accounting, Payroll, Finance, Banking, Managerial Finance, Credit, Analysis, Invoicing, Tax, Financial Statements, Variance Analysis, Loans, Financial Risk, Portfolio Management, Human Resources, Training, Time Management, Management, Credit Risk
Education
University of North Texas 2007 — 2009
Bachelor of Science (BS), Accounting Control Systems
David Bergquist's Morgan Stanley Dean Witter Experience December 1996 - October 1998
Job Principal Account Executive at IHS Global, Inc
Industry Information Technology and Services
Experience
IHS April 2007 - Present
Thomson Financial October 1998 - April 2007
Morgan Stanley Dean Witter December 1996 - October 1998
Skills
New Business Development, Sales, Account Management, Relationship Management, Lead Generation, Financial Markets, Market Data, Market Research, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Relationship Building, Negotiation
Education
University of Maine 1992 — 1996
IHS April 2007 - Present
Thomson Financial October 1998 - April 2007
Morgan Stanley Dean Witter December 1996 - October 1998
Skills
New Business Development, Sales, Account Management, Relationship Management, Lead Generation, Financial Markets, Market Data, Market Research, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Relationship Building, Negotiation
Education
University of Maine 1992 — 1996
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS