Morgan Stanley - Global Wealth Management
Industry: Financial services company
DescriptionMorgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. Customer service: 1 (888) 454-3965 Assets under management: 2.05 trillion USD (2014) CEO: James P. Gorman (Jan 2012–) Headquarters: Purchase, Harrison, NY Parent organization: Morgan Stanley Domestic Holdings Inc Founders: Charles D. Barney, Edward B. Smith
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Morgan Stanley - Global Wealth Management Employees
Employee
Years
Job
Industry
Michael Corliss Michael Corliss's Morgan Stanley - Global Wealth Management Experience September 2006 - July 2009
Job Senior Vice President, US Trust, Bank of America Private Wealth Management
Industry Financial Services
Experience
US Trust, Bank of America Private Wealth Managment October 2013 - Present
SVB Private Bank, a division of Silicon Valley Bank June 2010 - October 2013
Morgan Stanley - Global Wealth Management September 2006 - July 2009
UBS Wealth Management September 2003 - May 2006
Fleet Bank (Bank of America) June 1999 - February 2003
Liberty Mutual June 1998 - June 1999
Prudential Securities August 1991 - November 1996
Shearson Lehman Brothers May 1990 - August 1991
Skills
Private Banking, Banking, Wealth Management, Financial Services, Business Strategy, Business Development, LBO, Investment Banking, Financial Modeling, Capital Markets, Hedge Funds, Private Equity, Financial Structuring, Mortgage Lending, Credit, Finance, Risk Management, Portfolio Management, Investments, Corporate Finance
Education
Boston University Graduate School of Management 1996 — 1998
MBA, Finance with Honors
Boston University Questrom School of Business 1986 — 1990
BSBA, Finance
US Trust, Bank of America Private Wealth Managment October 2013 - Present
SVB Private Bank, a division of Silicon Valley Bank June 2010 - October 2013
Morgan Stanley - Global Wealth Management September 2006 - July 2009
UBS Wealth Management September 2003 - May 2006
Fleet Bank (Bank of America) June 1999 - February 2003
Liberty Mutual June 1998 - June 1999
Prudential Securities August 1991 - November 1996
Shearson Lehman Brothers May 1990 - August 1991
Skills
Private Banking, Banking, Wealth Management, Financial Services, Business Strategy, Business Development, LBO, Investment Banking, Financial Modeling, Capital Markets, Hedge Funds, Private Equity, Financial Structuring, Mortgage Lending, Credit, Finance, Risk Management, Portfolio Management, Investments, Corporate Finance
Education
Boston University Graduate School of Management 1996 — 1998
MBA, Finance with Honors
Boston University Questrom School of Business 1986 — 1990
BSBA, Finance
Bradford Winton, CRPC® Bradford Winton, CRPC®'s Morgan Stanley - Global Wealth Management Experience August 2003 - February 2009
Job Vice President Private Banker, Citi Private Bank, Law Firm Group
Industry Investment Management
Experience
Citi Private Bank April 2015 - Present
Citi Private Bank April 2012 - April 2015
Legacy Solutions, Inc. March 2009 - April 2012
Morgan Stanley - Global Wealth Management August 2003 - February 2009
MBNA America October 2000 - May 2001
Skills
Wealth Management, Investment Advisory, Finance, Insurance, Portfolio Management, Investments, Strategic Financial..., Financial Advisory, High Net Worth..., Alternative Investments, Investment Strategies, Retirement Planning, Banking, Credit, Fixed Income, Estate Planning, Financial Services, Hedge Funds, Investment Management, Wealth Management..., Capital Markets, Mortgage Lending, Credit Cards, Law Firms, Private Banking, Lawyers, Escrow Agent Services, Paying Agent Services, Foreign Exchange, Cash Management, Lines Of Credit, Home Equity Lines of..., Cash Balance Plans, Capital Loans
Education
University of Delaware 2008 — 2010
Masters in Business Administration
University of Delaware 2006 — 2007
Certificate, Financial Planning
University of Delaware 1998 — 2003
BA, Economics
University of Utah 2001 — 2001
Certificate, Leadership
St. Mark's High School 1994 — 1998
High School Diploma
Citi Private Bank April 2015 - Present
Citi Private Bank April 2012 - April 2015
Legacy Solutions, Inc. March 2009 - April 2012
Morgan Stanley - Global Wealth Management August 2003 - February 2009
MBNA America October 2000 - May 2001
Skills
Wealth Management, Investment Advisory, Finance, Insurance, Portfolio Management, Investments, Strategic Financial..., Financial Advisory, High Net Worth..., Alternative Investments, Investment Strategies, Retirement Planning, Banking, Credit, Fixed Income, Estate Planning, Financial Services, Hedge Funds, Investment Management, Wealth Management..., Capital Markets, Mortgage Lending, Credit Cards, Law Firms, Private Banking, Lawyers, Escrow Agent Services, Paying Agent Services, Foreign Exchange, Cash Management, Lines Of Credit, Home Equity Lines of..., Cash Balance Plans, Capital Loans
Education
University of Delaware 2008 — 2010
Masters in Business Administration
University of Delaware 2006 — 2007
Certificate, Financial Planning
University of Delaware 1998 — 2003
BA, Economics
University of Utah 2001 — 2001
Certificate, Leadership
St. Mark's High School 1994 — 1998
High School Diploma
Sviatlana Maslava Sviatlana Maslava's Morgan Stanley - Global Wealth Management Experience April 2013 - Present
Job Registered Client Service Associate at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Global Wealth Management April 2013 - Present
Raymond James Financial Services May 2006 - April 2013
United Nations Federal Credit Union May 2006 - April 2013
Skills
Management, Investments, Financial Advisory, Finance, Customer Service, Training, Accounting, Mutual Funds, Securities, Portfolio Management, Financial Analysis, Equities, Fixed Income, Bloomberg Terminal, Asset Allocation, Risk Management, Strategic Financial..., Banking, Series 7, Capital Markets, Financial Markets, Credit, Financial Reporting, Bonds, Series 63, Financial Planning
Education
Pace University - Lubin School of Business 2002 — 2006
Bachelor of Business Administration, Business Management
State University of Minsk 1998 — 2001
International Economist, International Economic Relations
Morgan Stanley Global Wealth Management April 2013 - Present
Raymond James Financial Services May 2006 - April 2013
United Nations Federal Credit Union May 2006 - April 2013
Skills
Management, Investments, Financial Advisory, Finance, Customer Service, Training, Accounting, Mutual Funds, Securities, Portfolio Management, Financial Analysis, Equities, Fixed Income, Bloomberg Terminal, Asset Allocation, Risk Management, Strategic Financial..., Banking, Series 7, Capital Markets, Financial Markets, Credit, Financial Reporting, Bonds, Series 63, Financial Planning
Education
Pace University - Lubin School of Business 2002 — 2006
Bachelor of Business Administration, Business Management
State University of Minsk 1998 — 2001
International Economist, International Economic Relations
Scott Gawrych Scott Gawrych's Morgan Stanley - Global Wealth Management Experience December 2005 - March 2007
Job Institutional Consultant at TD Ameritrade Institutional
Industry Financial Services
Experience
TD Ameritrade Institutional March 2013 - Present
Schroders July 2008 - February 2013
Morgan Stanley Investment Management March 2007 - July 2008
Morgan Stanley Global Wealth Management December 2005 - March 2007
Morgan Stanley Global Wealth Management October 2003 - January 2005
Skills
Separately Managed..., Mutual Funds, Series 63, Alternative Investments, Series 7, ETFs, Asset Allocation, Fixed Income, Asset Managment, Investment Advisory, Equities, Investments, Wealth Management, Securities, Investment Strategies, Uniform Combined State..., Hedge Funds, Portfolio Management, Series 65, Commodity Markets, Emerging Markets, Engaging Public Speaker, Presentations, Asset Management, Sales, Bonds, Financial Services, Financial Advisory
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Finance, Corporate Finance
Neumann University 1998 — 2002
BA, Psychology
TD Ameritrade Institutional March 2013 - Present
Schroders July 2008 - February 2013
Morgan Stanley Investment Management March 2007 - July 2008
Morgan Stanley Global Wealth Management December 2005 - March 2007
Morgan Stanley Global Wealth Management October 2003 - January 2005
Skills
Separately Managed..., Mutual Funds, Series 63, Alternative Investments, Series 7, ETFs, Asset Allocation, Fixed Income, Asset Managment, Investment Advisory, Equities, Investments, Wealth Management, Securities, Investment Strategies, Uniform Combined State..., Hedge Funds, Portfolio Management, Series 65, Commodity Markets, Emerging Markets, Engaging Public Speaker, Presentations, Asset Management, Sales, Bonds, Financial Services, Financial Advisory
Education
New York University - Leonard N. Stern School of Business 2006 — 2009
MBA, Finance, Corporate Finance
Neumann University 1998 — 2002
BA, Psychology
Joe Tomasello Joe Tomasello's Morgan Stanley - Global Wealth Management Experience May 2007 - May 2008
Job Director of Sales @ Marbella Country Club
Industry Hospitality
Experience
Marbella Country Club July 2013 - Present
Equinox June 2010 - July 2013
Tax Incorporated June 2008 - May 2010
Morgan Stanley Global Wealth Management May 2007 - May 2008
Skills
Fitness, Sales, Management, Finance, Investment Management, Fitness Training, Nutrition, Wellness, Sports, Strength Training, Wellness Coaching, Lifestyle, Marketing, Business Development, Sales Presentations, Event Planning, Athletics, CRM, Coaching, Competitive Analysis, Corporations, Endurance, Exercise Physiology, Functional Training, Fundraising, Holistic Health, Leadership, Lifestyle Coaching, Nutritional Counseling, Operant Conditioning, Recruiting, Selling, Social Media, Social Networking, Sports Nutrition, Time Management, Training, Weight Training
Education
University of California, Los Angeles 2002 — 2005
Bachelors, History/Economics
Marbella Country Club July 2013 - Present
Equinox June 2010 - July 2013
Tax Incorporated June 2008 - May 2010
Morgan Stanley Global Wealth Management May 2007 - May 2008
Skills
Fitness, Sales, Management, Finance, Investment Management, Fitness Training, Nutrition, Wellness, Sports, Strength Training, Wellness Coaching, Lifestyle, Marketing, Business Development, Sales Presentations, Event Planning, Athletics, CRM, Coaching, Competitive Analysis, Corporations, Endurance, Exercise Physiology, Functional Training, Fundraising, Holistic Health, Leadership, Lifestyle Coaching, Nutritional Counseling, Operant Conditioning, Recruiting, Selling, Social Media, Social Networking, Sports Nutrition, Time Management, Training, Weight Training
Education
University of California, Los Angeles 2002 — 2005
Bachelors, History/Economics
Joseph Hooker Joseph Hooker's Morgan Stanley - Global Wealth Management Experience August 2008 - May 2009
Job Associate in Corporate Banking at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2011 - Present
Televerde January 2011 - September 2011
Mountbatten Institute August 2009 - December 2010
Deutsche Bank August 2009 - August 2010
Morgan Stanley, Global Wealth Management August 2008 - May 2009
Columbia Partners Investment Management June 2007 - August 2007
Cayuga Venture Fund 2006 - 2006
Skills
Sales, Equities, Risk Management, Hedge Funds, Portfolio Management, Corporate Finance, Due Diligence, Analysis, Capital Markets
Education
St. Mary's University (Mountbatten Institute) 2009 — 2010
MBA, International Business Practice
Cornell University 2003 — 2008
Bachelor of Arts (B.A.), Economic and Organizational Sociology
Deutsche Bank July 2011 - Present
Televerde January 2011 - September 2011
Mountbatten Institute August 2009 - December 2010
Deutsche Bank August 2009 - August 2010
Morgan Stanley, Global Wealth Management August 2008 - May 2009
Columbia Partners Investment Management June 2007 - August 2007
Cayuga Venture Fund 2006 - 2006
Skills
Sales, Equities, Risk Management, Hedge Funds, Portfolio Management, Corporate Finance, Due Diligence, Analysis, Capital Markets
Education
St. Mary's University (Mountbatten Institute) 2009 — 2010
MBA, International Business Practice
Cornell University 2003 — 2008
Bachelor of Arts (B.A.), Economic and Organizational Sociology
Jennifer Fox Solin, CFA Jennifer Fox Solin, CFA's Morgan Stanley - Global Wealth Management Experience June 2007 - August 2007
Job Vice President at LNK Partners
Industry Venture Capital & Private Equity
Experience
LNK Partners June 2015 - Present
Harvard Business School September 2013 - May 2015
Care.com June 2014 - August 2014
LNK Partners August 2011 - July 2013
Morgan Stanley Alternative Investment Partners July 2009 - July 2011
Morgan Stanley Alternative Investment Partners June 2008 - August 2008
Morgan Stanley Global Wealth Management June 2007 - August 2007
Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, Hedge Funds, Alternative Investments, Equities, Due Diligence, Corporate Finance, Investments, Bloomberg, Venture Capital
Education
Harvard Business School 2013 — 2015
Brown University 2005 — 2009
B.A., Economics, History of Art and Architecture
The University of Edinburgh 2007 — 2007
Study Abroad
LNK Partners June 2015 - Present
Harvard Business School September 2013 - May 2015
Care.com June 2014 - August 2014
LNK Partners August 2011 - July 2013
Morgan Stanley Alternative Investment Partners July 2009 - July 2011
Morgan Stanley Alternative Investment Partners June 2008 - August 2008
Morgan Stanley Global Wealth Management June 2007 - August 2007
Skills
Private Equity, Valuation, Financial Modeling, Investment Banking, Hedge Funds, Alternative Investments, Equities, Due Diligence, Corporate Finance, Investments, Bloomberg, Venture Capital
Education
Harvard Business School 2013 — 2015
Brown University 2005 — 2009
B.A., Economics, History of Art and Architecture
The University of Edinburgh 2007 — 2007
Study Abroad
Gena Bravo Gena Bravo's Morgan Stanley - Global Wealth Management Experience August 2006 - January 2013
Job Accounting & Human Resources Specialist Manager
Industry Leisure, Travel & Tourism
Experience
Hornblower April 2014 - Present
Morgan Stanley Global Wealth Management August 2006 - January 2013
Bayer HealthCare 2004 - 2006
Rohde & Liesenfeld 2001 - 2004
Topdeq 2000 - 2001
Interactive Marketing Group 1999 - 2001
Nielsen Company January 1992 - January 1999
Skills
HR Generalist, Recruitment Training, Office Management, Accounting, Finance, Financial Reporting, Management, Financial Analysis, Training, Budgets, Fixed Income, Mutual Funds, Microsoft Excel, Risk Management, Strategic Planning, Financial Risk, Equities, Securities, Financial Modeling, Strategic Financial..., Bloomberg, Process Improvement, Financial Services, Hedge Funds, Corporate Finance, Forecasting, Analysis, Asset Management, Due Diligence, Alternative Investments, Competitive Analysis, Internal Audit
Education
Ashford University
Bachelor of Arts (BA), Business Mgnt, GPA 3.8
Ashford University
Bachelors of Science Degree, Organizational Management
Bergen Community College
Associate of Science (AS), Business Administration, Management and Operations
River Dell
Hornblower April 2014 - Present
Morgan Stanley Global Wealth Management August 2006 - January 2013
Bayer HealthCare 2004 - 2006
Rohde & Liesenfeld 2001 - 2004
Topdeq 2000 - 2001
Interactive Marketing Group 1999 - 2001
Nielsen Company January 1992 - January 1999
Skills
HR Generalist, Recruitment Training, Office Management, Accounting, Finance, Financial Reporting, Management, Financial Analysis, Training, Budgets, Fixed Income, Mutual Funds, Microsoft Excel, Risk Management, Strategic Planning, Financial Risk, Equities, Securities, Financial Modeling, Strategic Financial..., Bloomberg, Process Improvement, Financial Services, Hedge Funds, Corporate Finance, Forecasting, Analysis, Asset Management, Due Diligence, Alternative Investments, Competitive Analysis, Internal Audit
Education
Ashford University
Bachelor of Arts (BA), Business Mgnt, GPA 3.8
Ashford University
Bachelors of Science Degree, Organizational Management
Bergen Community College
Associate of Science (AS), Business Administration, Management and Operations
River Dell
Navid A. Morè Navid A. Morè's Morgan Stanley - Global Wealth Management Experience May 2005 - August 2005
Job Associate Attorney at Seyfarth Shaw LLP
Industry Law Practice
Experience
Seyfarth Shaw LLP August 2014 - Present
Sklar Kirsh LLP February 2013 - July 2014
Sklar Law, P.C. March 2012 - February 2013
The Alliance for Children's Rights December 2011 - March 2012
Investor Protection Center, Bluhm Legal Clinic August 2010 - May 2011
U.S. Equities Realty May 2010 - July 2010
Dave & Girish & Co. May 2009 - July 2009
Canon Communications December 2007 - July 2008
Canon Communications March 2007 - December 2007
Morgan Stanley Global Wealth Management May 2005 - August 2005
Education
Northwestern University School of Law 2008 — 2011
Doctor of Law (JD)
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science (BS), Business Administration
Seyfarth Shaw LLP August 2014 - Present
Sklar Kirsh LLP February 2013 - July 2014
Sklar Law, P.C. March 2012 - February 2013
The Alliance for Children's Rights December 2011 - March 2012
Investor Protection Center, Bluhm Legal Clinic August 2010 - May 2011
U.S. Equities Realty May 2010 - July 2010
Dave & Girish & Co. May 2009 - July 2009
Canon Communications December 2007 - July 2008
Canon Communications March 2007 - December 2007
Morgan Stanley Global Wealth Management May 2005 - August 2005
Education
Northwestern University School of Law 2008 — 2011
Doctor of Law (JD)
University of California, Berkeley - Walter A. Haas School of Business
Bachelor of Science (BS), Business Administration
Lauren Wagner Boyman Lauren Wagner Boyman's Morgan Stanley - Global Wealth Management Experience May 2008 - December 2009
Job Head of Marketing Strategy and Chief Operating Officer of Marketing at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Head of Digital Strategy - Mobile, Online, & Social MediaMorgan Stanley Smith BarneyMay 2011 - December 2013
Morgan Stanley Smith Barney December 2009 - May 2011
Morgan Stanley Global Wealth Management May 2008 - December 2009
Colgate Palmolive August 2006 - May 2008
Merrill Lynch Wealth Management 2002 - 2004
McKinsey & Company 2000 - 2002
Skills
Customer Insight, Marketing Strategy, Brand Management, Entrepreneurship, Social Media Marketing, Strategy, Segmentation, Competitive Intelligence, Analytics, Product Management, Business Strategy, Content Marketing, Brand Development, Leadership, Financial Services, Management, Marketing
Education
Harvard Business School 2004 — 2006
MBA, General Management
University of Pennsylvania - The Wharton School 1996 — 2000
BS, Management, Marketing
Morgan Stanley Head of Digital Strategy - Mobile, Online, & Social MediaMorgan Stanley Smith BarneyMay 2011 - December 2013
Morgan Stanley Smith Barney December 2009 - May 2011
Morgan Stanley Global Wealth Management May 2008 - December 2009
Colgate Palmolive August 2006 - May 2008
Merrill Lynch Wealth Management 2002 - 2004
McKinsey & Company 2000 - 2002
Skills
Customer Insight, Marketing Strategy, Brand Management, Entrepreneurship, Social Media Marketing, Strategy, Segmentation, Competitive Intelligence, Analytics, Product Management, Business Strategy, Content Marketing, Brand Development, Leadership, Financial Services, Management, Marketing
Education
Harvard Business School 2004 — 2006
MBA, General Management
University of Pennsylvania - The Wharton School 1996 — 2000
BS, Management, Marketing
Michael Strachan Michael Strachan's Morgan Stanley - Global Wealth Management Experience June 2002 - 2007
Job Global Markets, Enterprise Analytics Technology Lead
Industry Financial Services
Experience
Accenture June 2012 - Present
Omnicom Media Group June 2007 - June 2012
Morgan Stanley Global Wealth Management June 2002 - 2007
Morgan Stanley February 1999 - June 2002
American Express 1997 - 1999
DTCC 1984 - 1996
Skills
Analytics, Business Intelligence, Data Warehousing, Vendor Management, Financial Services, Business Analysis, Data Mining, Big Data, Web Analytics, Project Management, Risk Management, SDLC
Education
Polytechnic University 1995 — 1997
MS, Financial Engineering
The City College of New York 1986 — 1991
BS, Computer Science
Polytechnic University 1982 — 1985
BS, Electrical Engineering/Computer Scince
Accenture June 2012 - Present
Omnicom Media Group June 2007 - June 2012
Morgan Stanley Global Wealth Management June 2002 - 2007
Morgan Stanley February 1999 - June 2002
American Express 1997 - 1999
DTCC 1984 - 1996
Skills
Analytics, Business Intelligence, Data Warehousing, Vendor Management, Financial Services, Business Analysis, Data Mining, Big Data, Web Analytics, Project Management, Risk Management, SDLC
Education
Polytechnic University 1995 — 1997
MS, Financial Engineering
The City College of New York 1986 — 1991
BS, Computer Science
Polytechnic University 1982 — 1985
BS, Electrical Engineering/Computer Scince
Peter A. Walder's Morgan Stanley - Global Wealth Management Experience 2013 - 2014
Job Program Manager at Markets Group
Industry Financial Services
Experience
Markets Group May 2015 - Present
Markets Group September 2014 - May 2015
MarketsGroup 2014 - 2015
Morgan Stanley Global Wealth Management 2013 - 2014
GFS Forex & Futures, Inc. June 2012 - October 2012
P&W Systems LLC 2005 - 2011
Skills
Product Management, PowerPoint, Microsoft Excel, Management, Leadership, Business Strategy, Microsoft Word, Investments, New Business Development, Banking, Risk Management, PowerPlant, Strategic Planning, Due Diligence, Business Development, Financial Services
Education
Queens College
Bachelor of Business Administration (B.B.A.), Finance
Markets Group May 2015 - Present
Markets Group September 2014 - May 2015
MarketsGroup 2014 - 2015
Morgan Stanley Global Wealth Management 2013 - 2014
GFS Forex & Futures, Inc. June 2012 - October 2012
P&W Systems LLC 2005 - 2011
Skills
Product Management, PowerPoint, Microsoft Excel, Management, Leadership, Business Strategy, Microsoft Word, Investments, New Business Development, Banking, Risk Management, PowerPlant, Strategic Planning, Due Diligence, Business Development, Financial Services
Education
Queens College
Bachelor of Business Administration (B.B.A.), Finance
Stan Krastev's Morgan Stanley - Global Wealth Management Experience March 2005 - August 2006
Job Risk Management / Basel Implementation at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2015 - Present
Morgan Stanley April 2014 - April 2015
JPMorgan Chase August 2013 - December 2013
BTMU Capital Corporation July 2011 - July 2013
Bank of America July 2009 - July 2011
Bank of America November 2008 - June 2009
Morgan Stanley August 2006 - September 2007
Morgan Stanley Global Wealth Management March 2005 - August 2006
Skills
Financial Modeling, Investments, Portfolio Management, Valuation, Financial Analysis, Risk Management, Fixed Income, Financial Reporting, Credit, Forecasting, Cash Flow, Banking, Asset Allocation, Corporate Finance, Credit Analysis, Bloomberg, Credit Risk, Capital Markets, Equities, Finance, Loans, Asset Management, Investment Banking
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
MBA, Finance / Investments
Rowan University 2001 — 2005
Finance / Investments
Deutsche Bank May 2015 - Present
Morgan Stanley April 2014 - April 2015
JPMorgan Chase August 2013 - December 2013
BTMU Capital Corporation July 2011 - July 2013
Bank of America July 2009 - July 2011
Bank of America November 2008 - June 2009
Morgan Stanley August 2006 - September 2007
Morgan Stanley Global Wealth Management March 2005 - August 2006
Skills
Financial Modeling, Investments, Portfolio Management, Valuation, Financial Analysis, Risk Management, Fixed Income, Financial Reporting, Credit, Forecasting, Cash Flow, Banking, Asset Allocation, Corporate Finance, Credit Analysis, Bloomberg, Credit Risk, Capital Markets, Equities, Finance, Loans, Asset Management, Investment Banking
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2012
MBA, Finance / Investments
Rowan University 2001 — 2005
Finance / Investments
Amy Speranza's Morgan Stanley - Global Wealth Management Experience 2007 - February 2012
Job Manager, Leadership Development at GE
Industry Financial Services
Experience
GE March 2014 - Present
Morgan Stanley Global Wealth Management 2007 - February 2012
Morgan Stanley July 2005 - February 2012
Marsh Inc. 2003 - 2005
Prudential Securities 2001 - 2003
SIFMA 1998 - 2001
Skills
Leadership Development, Talent Management, Wealth Management, Organizational..., Financial Services, Performance Management, Vendor Management, Organizational..., Executive Coaching, Coaching, Business Development, Management, Talent Acquisition, Workshop Facilitation, Leadership, Employee Training, Strategy, Organizational Design, Management Consulting, Training, Program Management, Project Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
MBA, Business Administration and Management, General
Babson College 1990 — 1994
BS, Entrepreneurship/Entrepreneurial Studies
GE March 2014 - Present
Morgan Stanley Global Wealth Management 2007 - February 2012
Morgan Stanley July 2005 - February 2012
Marsh Inc. 2003 - 2005
Prudential Securities 2001 - 2003
SIFMA 1998 - 2001
Skills
Leadership Development, Talent Management, Wealth Management, Organizational..., Financial Services, Performance Management, Vendor Management, Organizational..., Executive Coaching, Coaching, Business Development, Management, Talent Acquisition, Workshop Facilitation, Leadership, Employee Training, Strategy, Organizational Design, Management Consulting, Training, Program Management, Project Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1995 — 1997
MBA, Business Administration and Management, General
Babson College 1990 — 1994
BS, Entrepreneurship/Entrepreneurial Studies
David Stamato's Morgan Stanley - Global Wealth Management Experience January 2012 - Present
Job Director at Morgan Stanley Global Wealth Management
Industry Financial Services
Experience
Morgan Stanley - Global Wealth Management January 2012 - Present
Morgan Stanley - Global Wealth Management February 2010 - December 2011
Morgan Stanley - Global Wealth Management April 2009 - January 2010
Hunter Roberts CG June 2007 - August 2008
Goldman Sachs July 2004 - June 2007
H C Co. Inc. June 1999 - January 2004
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Securities, Finance, Real Estate, Accounting, Strategic Planning, Financial Services, Business Analysis, Business Strategy, Asset Managment, Valuation, Due Diligence, Equities, Risk Management, Asset Management, Investments, Portfolio Management, Private Equity
Education
University of Denver - Daniels College of Business 1996 — 1999
BSBA, Real Estate
Bishop Eustace Preparatory School
Morgan Stanley - Global Wealth Management January 2012 - Present
Morgan Stanley - Global Wealth Management February 2010 - December 2011
Morgan Stanley - Global Wealth Management April 2009 - January 2010
Hunter Roberts CG June 2007 - August 2008
Goldman Sachs July 2004 - June 2007
H C Co. Inc. June 1999 - January 2004
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Securities, Finance, Real Estate, Accounting, Strategic Planning, Financial Services, Business Analysis, Business Strategy, Asset Managment, Valuation, Due Diligence, Equities, Risk Management, Asset Management, Investments, Portfolio Management, Private Equity
Education
University of Denver - Daniels College of Business 1996 — 1999
BSBA, Real Estate
Bishop Eustace Preparatory School
Ilya Svintsitski's Morgan Stanley - Global Wealth Management Experience July 2008 - September 2008
Job Evercore Partners
Industry Financial Services
Experience
Evercore July 2015 - Present
Evercore Partners June 2011 - June 2015
Seneca Partners July 2010 - September 2010
Morgan Stanley Investment Banking Division June 2009 - August 2009
Morgan Stanley Global Wealth Management July 2008 - September 2008
Skills
Valuation, Capital Markets, Private Equity, Mergers & Acquisitions, Venture Capital, Financial Modeling, M&A experience, Bloomberg, LBO, Investment Banking, Emerging Markets, Financial Analysis, Corporate Finance, Economics, Risk Management, Mergers
Education
London School of Economics and Political Science 2010 — 2011
Master of Science (MSc), Finance
Kalamazoo College 2006 — 2010
Bachelors of Arts, Economics (Hons.)
Evercore July 2015 - Present
Evercore Partners June 2011 - June 2015
Seneca Partners July 2010 - September 2010
Morgan Stanley Investment Banking Division June 2009 - August 2009
Morgan Stanley Global Wealth Management July 2008 - September 2008
Skills
Valuation, Capital Markets, Private Equity, Mergers & Acquisitions, Venture Capital, Financial Modeling, M&A experience, Bloomberg, LBO, Investment Banking, Emerging Markets, Financial Analysis, Corporate Finance, Economics, Risk Management, Mergers
Education
London School of Economics and Political Science 2010 — 2011
Master of Science (MSc), Finance
Kalamazoo College 2006 — 2010
Bachelors of Arts, Economics (Hons.)
Maria Giamartino's Morgan Stanley - Global Wealth Management Experience 2004 - 2008
Job Vive President at M&T Bank
Industry Banking
Experience
M&T Bank April 2008 - Present
Morgan Stanley Global Wealth Management 2004 - 2008
Skills
Commercial Lending, Banking, Credit Analysis, Small Business Lending, Commercial Banking, Credit, Loans
Education
Iona College
Bachelor's degree, Business/Managerial Economics
M&T Bank April 2008 - Present
Morgan Stanley Global Wealth Management 2004 - 2008
Skills
Commercial Lending, Banking, Credit Analysis, Small Business Lending, Commercial Banking, Credit, Loans
Education
Iona College
Bachelor's degree, Business/Managerial Economics
Christopher J Caputo's Morgan Stanley - Global Wealth Management Experience June 2010 - Present
Job Register Marketing Associate/ Execution Trader: The Bergman Group, Morgan Stanley Global Wealth Management
Industry Investment Management
Experience
Morgan Stanley Global Wealth Management June 2010 - Present
Morgan Stanley May 2008 - June 2010
Bear Sterns & Co 2006 - 2008
Manhattan Residential January 2004 - March 2007
ICAP, Garban Corporates LLC 2001 - 2003
Skills
Equities, Fixed Income, Investments, Sales, Trading, Series 7, Bloomberg
Education
Siena College 1996 — 2000
Bachelor of Science BS, Finance
St. Joseph Regional High School, Montvale NJ 1993 — 1996
High School
Morgan Stanley Global Wealth Management June 2010 - Present
Morgan Stanley May 2008 - June 2010
Bear Sterns & Co 2006 - 2008
Manhattan Residential January 2004 - March 2007
ICAP, Garban Corporates LLC 2001 - 2003
Skills
Equities, Fixed Income, Investments, Sales, Trading, Series 7, Bloomberg
Education
Siena College 1996 — 2000
Bachelor of Science BS, Finance
St. Joseph Regional High School, Montvale NJ 1993 — 1996
High School
Derek Chamberlain's Morgan Stanley - Global Wealth Management Experience April 2008 - July 2008
Job Healthcare Administrator at United States Navy
Industry Military
Experience
United States Navy December 2008 - Present
Speedway Super America LLC August 2008 - September 2008
Morgan Stanley Global Wealth Management April 2008 - July 2008
Lippert Components Inc May 2007 - September 2007
Skills
Management, Leadership, Leadership Development, Time Management, Public Speaking, Customer Service, Inventory Management, Data Analysis, Team Leadership, Healthcare, Process Improvement
Education
Armstrong Atlantic State University 2009 — 2010
Masters, Health Services Administration
Alma College 2004 — 2008
Bachelor of Arts, Business Administration; Marketing
United States Navy December 2008 - Present
Speedway Super America LLC August 2008 - September 2008
Morgan Stanley Global Wealth Management April 2008 - July 2008
Lippert Components Inc May 2007 - September 2007
Skills
Management, Leadership, Leadership Development, Time Management, Public Speaking, Customer Service, Inventory Management, Data Analysis, Team Leadership, Healthcare, Process Improvement
Education
Armstrong Atlantic State University 2009 — 2010
Masters, Health Services Administration
Alma College 2004 — 2008
Bachelor of Arts, Business Administration; Marketing
Hong Dai's Morgan Stanley - Global Wealth Management Experience February 2008 - September 2008
Job
Industry Financial Services
Experience
Bank of Communications July 2010 - Present
Barclays Bank PLC September 2008 - June 2010
Morgan Stanley Global Wealth Management February 2008 - September 2008
Skills
Risk Management, Financial Risk, Credit Risk, Operational Risk..., Market Risk, Financial Services, Banking, Portfolio Management, Credit, Financial Analysis, Investments, Wealth Management, Retail Banking, Loans, Financial Modeling
Education
Columbia Business School 2002 — 2004
MBA, Finance & Marketing
University of Virginia 1993 — 1997
Ph.D., Engineering
Bank of Communications July 2010 - Present
Barclays Bank PLC September 2008 - June 2010
Morgan Stanley Global Wealth Management February 2008 - September 2008
Skills
Risk Management, Financial Risk, Credit Risk, Operational Risk..., Market Risk, Financial Services, Banking, Portfolio Management, Credit, Financial Analysis, Investments, Wealth Management, Retail Banking, Loans, Financial Modeling
Education
Columbia Business School 2002 — 2004
MBA, Finance & Marketing
University of Virginia 1993 — 1997
Ph.D., Engineering
Jo-Anne Glenn's Morgan Stanley - Global Wealth Management Experience April 2007 - September 2011
Job Investment Associate Trader at Prudential Finacial
Industry Financial Services
Experience
Prudential Finacial July 2012 - Present
Prudential Financial August 2011 - July 2012
Morgan Stanley, Global Wealth Management April 2007 - September 2011
Morgan Stanley April 2004 - September 2010
Morgan Stanley, Global Wealth Management April 2004 - April 2007
Cancer Institute November 1997 - April 2004
Skills
Investment Operations..., Customer Service, Securities, Equities, Financial Services, Series 7, Auditing, Risk Management, Management
Education
Rutgers University-New Brunswick 1997 — 2003
B.A., English
Raritan Valley Community College
Rutgers University
BA) BACHELOR OF ARTS, 2003
Prudential Finacial July 2012 - Present
Prudential Financial August 2011 - July 2012
Morgan Stanley, Global Wealth Management April 2007 - September 2011
Morgan Stanley April 2004 - September 2010
Morgan Stanley, Global Wealth Management April 2004 - April 2007
Cancer Institute November 1997 - April 2004
Skills
Investment Operations..., Customer Service, Securities, Equities, Financial Services, Series 7, Auditing, Risk Management, Management
Education
Rutgers University-New Brunswick 1997 — 2003
B.A., English
Raritan Valley Community College
Rutgers University
BA) BACHELOR OF ARTS, 2003
Ki Cheung, CPA's Morgan Stanley - Global Wealth Management Experience January 2011 - Present
Job Audit Manager at Morgan Stanley Global Wealth Management
Industry Financial Services
Experience
Morgan Stanley Global Wealth Management January 2011 - Present
Morgan Stanley Global Wealth Management January 2009 - December 2010
Deloitte & Touche September 2006 - August 2008
Deloitte & Touche January 2006 - March 2006
Education
The University of Texas at Austin
Master, Accounting
The University of Texas at Austin
Bachelor, Accounting
The University of Texas at Austin
Bachelor, Psychology
Morgan Stanley Global Wealth Management January 2011 - Present
Morgan Stanley Global Wealth Management January 2009 - December 2010
Deloitte & Touche September 2006 - August 2008
Deloitte & Touche January 2006 - March 2006
Education
The University of Texas at Austin
Master, Accounting
The University of Texas at Austin
Bachelor, Accounting
The University of Texas at Austin
Bachelor, Psychology
Phillip Matsutani's Morgan Stanley - Global Wealth Management Experience January 2014 - April 2015
Job Administration Assistant III at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Morgan Stanley Global Wealth Management January 2014 - April 2015
Morgan Stanley: Global Wealth Management January 2013 - January 2014
Matsutani and Company, Inc. June 2009 - December 2012
Gronowski Law Office, LLP August 2010 - September 2012
Poor News Network July 2009 - December 2009
Skills
Series 7, Series 66, Microsoft Excel, VBA, Westlaw, LexisNexis, Asset Allocation, Data Mining, Salesforce Development
Education
University of California, San Diego 2006 — 2008
BA, International Economics
Merrill Lynch May 2015 - Present
Morgan Stanley Global Wealth Management January 2014 - April 2015
Morgan Stanley: Global Wealth Management January 2013 - January 2014
Matsutani and Company, Inc. June 2009 - December 2012
Gronowski Law Office, LLP August 2010 - September 2012
Poor News Network July 2009 - December 2009
Skills
Series 7, Series 66, Microsoft Excel, VBA, Westlaw, LexisNexis, Asset Allocation, Data Mining, Salesforce Development
Education
University of California, San Diego 2006 — 2008
BA, International Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.