Morgan Stanley Private Bank
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Morgan Stanley Private Bank Employees
Wells Fargo September 2014 - Present
Wells Fargo March 2013 - September 2014
Morgan Stanley Private Bank October 2010 - March 2013
Wells Fargo & Company October 2005 - October 2010
Wells Fargo & Company June 2004 - October 2005
Skills
Credit Analysis, Financial Analysis, Corporate Finance, Treasury Management, Underwriting, Wealth Management, Negotiation, Business Development, Financial Risk, Commercial Banking, Commercial Lending, Series 7, Series 63, Securities Lending, Real Estate Financing, Commercial Real Estate
Education
Regis University 2010 — 2011
MBA, Accounting
University of Nevada-Las Vegas 1998 — 2002
Bachelors, Finance
Credit Management Training Program - Wells Fargo Wholesale Banking
Credit Risk Assessment and Underwriting Commercial Credit
Financial Analyst Program - Wells Fargo Wholesale Banking
Nationwide Financial March 2014 - Present
COUNTRY Financial® January 2013 - January 2014
Parlay Mortgage & Property, Inc March 2013 - March 2014
Morgan Stanley January 2012 - January 2013
Morgan Stanley Private Bank October 2010 - January 2012
OPEN MORTGAGE HOME LENDING October 2008 - October 2010
QUEST MORTGAGE CORPORATION January 1995 - September 2008
Skills
Business Development, Mortgage Lending, Finance, Customer Service, Loans, Credit, Credit Analysis, Residential Mortgages, Banking, Wealth Management, Small Business Lending, Loan Origination, Series 7, Mortgage Banking, Investments, Series 66, Life Insurance, Leadership, Financial Analysis, Underwriting, Retirement Planning, Consumer Lending, Insurance, Refinance, Sales, Strategic Financial..., FHA, Commercial Lending
Education
ST. XAVIER UNIVERSITY 1987 — 1989
Master of Business Administration (MBA)
Illinois State University 1979 — 1983
Bachelor of Science, Business Management
New York Life Insurance Company September 2014 - Present
Morgan Stanley Private Bank September 2010 - February 2013
Alexxalan Consulting LLC January 2007 - September 2010
Innercity Advisors 2007 - 2010
Wells Fargo Private Client Services October 2003 - December 2006
Oakland School for the Arts 2004 - 2005
Stanford Athletics Department November 2000 - September 2003
ANSUN Advisory Services, LLC January 1996 - October 2000
BA Securities, Inc./Bank of America September 1988 - November 1995
Manufacturers Hanover Trust Company December 1983 - August 1986
Skills
Investments, Portfolio Management, Mergers, Finance, Wealth Management, Start-ups, Strategy, Business Strategy, Management Consulting, Credit, Management, Loans, Wealth, Commercial Lending, Financial Structuring, Contract Negotiation, Program Management, Commercial Banking, Analysis, Coaching, Investment Management, Strategic Financial..., Mergers & Acquisitions, Executive Management, Leadership, Financial Advisory, Small Business, Investment Strategies, Wealth Management..., Private Equity, Financial Services, Asset Management, Securities, Alternative Investments, Due Diligence, Private Banking, Investment Banking, Financial Modeling, Asset Allocation, Fixed Income
Education
Stanford University Graduate School of Business 1986 — 1988
Masters, Business Administration. Finance concentration
Brown University 1975 — 1979
Bachelor of Arts, Mathematical Economics
The Hotchkiss School 1971 — 1975
Morgan Stanley Private Bank June 2013 - Present
Morgan Stanley Wealth Management May 2011 - June 2013
JPMorganChase December 2009 - May 2011
JPMorgan Chase January 2008 - December 2009
Skills
Series 63, Series 7, Life, Accident, and..., FINRA, Wealth Management..., Customer Service, Financial Services, Investments, Portfolio Management, Analysis, Financial Advisory, Finance, Private Banking, Equities, Fixed Income, CRM, Securities, Financial Analysis, Loans, Banking
Education
SUNY Stony Brook 2005 — 2009
BACHELORS, ECONOMICS
Morgan Stanley Private Bank November 2010 - Present
Wells Fargo Private Bank May 2005 - November 2010
Wachovia Bank May 2003 - May 2005
Wachovia Bank May 2000 - May 2003
Skills
Private Banking, Banking, Wealth Management, Hedging, Series 63, Credit, Loans, Commercial Lending, Wealth Management..., Series 7, Small Business Lending, Credit Analysis, Mortgage Lending, Credit Risk, Cross Selling, High Net Worth..., Trust Services, Cash Management, Corporate Finance, Treasury Management, Lines Of Credit, Relationship Management, Mortgage Banking, Estate Planning, Financial Modeling, Retirement Planning, Strategic Financial..., Mutual Funds, Asset Allocation, Securities, Consumer Lending, Asset Managment, Retail Banking, Commercial Banking, Loan Origination
Education
University of Georgia - Terry College of Business 2000 — 2003
Bachelor of Business Administration (BBA), Banking and Finance
Morgan Stanley Private Bank May 2010 - Present
SVP, Senior Wealth Management Banker June 2009 - May 2010
Southern CT Market June 2006 - June 2009
Bank of America (formerly FleetBoston Financial) June 2004 - June 2006
FleetBoston Financial March 2003 - June 2004
Skills
CRM, Banking, Investments, Series 63, Wealth Management, Series 7, Credit, Private Banking, Financial Services, Loans, Management, Mortgage Lending
Education
Marist College 1996 — 2000
BS, Human Resources
Morgan Stanley Private Bank May 2010 - Present
PNC July 2008 - May 2010
Skills
Series 63, Series 7, Lending Solutions, Wealth Management, Private Banking, Commercial Lending, Credit Analysis, Mortgage Lending, Credit, Loans, Banking
Education
Rutgers University
Bachelor of Science, Finance
SunTrust Bank February 2011 - September 2014
Morgan Stanley Private Bank February 2010 - February 2011
Wells Fargo September 1996 - February 2010
Skills
Influence At All Levels, Implementation, Customer Experience, Retail Banking, Employee Engagement, Strategic Planning, Sales Enablement, Collaboration, Merger Integration, Strategy, Leadership, Business Analysis, Sales Management, Consumer Lending, Portfolio Management
Education
University of Georgia - Terry College of Business 2011 — 2013
MBA
Georgia Southern University - College of Business Administration 1994 — 1996
BBA, Finance
BB&T 2013 - Present
Community Trust Bank June 2011 - Present
Morgan Stanley Private Bank August 2004 - January 2011
Morgan Stanley Commercial Financial Services July 2004 - April 2009
J.P Morgan Chase Bank 2002 - 2004
Wells Fargo Business Credit, Inc 1995 - 2002
Skills
Financial Analysis, Capital Markets, Mergers, Banking, Credit, Business Development, Finance, Commercial Banking, Mergers & Acquisitions, Loans, Private Banking, Underwriting, Credit Analysis, Mortgage Lending, Securities Lending, Risk Management, Wealth Management, Financial Services, Credit Risk, Commercial Lending, Cash Management, Treasury Management, Securities, Relationship Management, Portfolio Management, Financial Advisory, Financial Structuring, Fixed Income, Investment Banking, Equities, Asset Management, Management, Investments, Leadership
Education
Karachi University
Masters
Winona State University
Wells Fargo Private Bank July 2014 - Present
Union Bank February 2013 - July 2014
Morgan Stanley Private Bank June 2010 - January 2013
Rotary International 2013 - 2013
Bank of America 2006 - February 2010
Guaranty Bank 2001 - 2006
Washington Mutual 1997 - 2001
TRW Space and Technology 1987 - 1994
Lockheed Space Operations 1984 - 1987
Skills
Private Equity, Loans, Mergers & Acquisitions, Mortgage Banking, Analytics, Real Estate, Loan Origination, Risk Management, Mortgage Lending, Management, Structured Finance, Portfolio Management, Investment Properties
Education
California State Polytechnic University-Pomona
B.S., Aerospace Engineering
Saint Bonanventure High School
Morgan Stanley Private Bank April 2010 - Present
Presidio Bank April 2009 - April 2010
Citibank April 2001 - April 2009
Great Western Savings 1987 - 2001
Skills
Underwriting, Commercial Lending, Series 7, Series 63, Loans, Wealth Management, Commercial Banking, Credit, Credit Analysis, Banking, Portfolio Management, Small Business Lending
Education
University of California, Los Angeles 1978 — 1982
Bachelor of Arts, Psychology
Crespi Carmelite High School 1974 — 1978
First State Trust Company May 2014 - Present
Morgan Stanley Private Bank September 2011 - May 2014
Citi January 1998 - August 2011
Fleming, Haile & Shaw, P.A. January 1992 - January 1998
Skills
Estate Planning, Wealth, Wealth Management, Asset Allocation, Private Banking, Wealth Management..., Microsoft Excel, PowerPoint, Financial Services, Mutual Funds, Microsoft Word, Trust Services, SharePoint, Adobe Acrobat, Investment Advisory, CSS, Financial Advisory, Trusts, Alternative Investments, High Net Worth..., Interpreter for the Deaf, FIS, SEI, Certified Trust and..., Trust Management, Integrity, Risk Management, Relationship Management, Strategic Financial..., Banking, AML, ETFs, KYC, Estate Tax Planning, Operational Risk..., Client Services, Hedge Funds, Investment Strategies, Financial Risk, Volunteer Management, Volunteering, Volunteer Recruiting, Trust Portal, Trust Rite, Adobe Creative Suite, Financial Planning
Education
Freed-Hardeman University 1983 — 1988
Bachelor of Science (B.S.), Social and Behavioral Sciences
New York Life Insurance Company September 2014 - Present
This Side of Glory, The Movie 2013 - 2014
Morgan Stanley Private Bank 2010 - 2013
Alexxalan Consulting LLC January 2007 - September 2010
Wells Fargo Private Client Services November 2003 - December 2006
Stanford University Department of Athletics 2000 - 2003
ANSUN Advisory Services, LLC 1995 - 2000
BA Securities, Inc./Bank of America, NT&SA 1988 - 1995
Skills
Customer Service, Microsoft Office, Leadership, Investments, Sales, Financial Analysis, Finance, Insurance, Risk Management, Project Management, Marketing, Analysis
Education
Stanford University Graduate School of Business 1986 — 1988
MBA-Finance, Banking, Corporate, Finance, and Securities Law
Brown University
AB, Mathematical Economics
Morgan Stanley Private Bank July 2004 - September 2014
Morgan Stanley 2004 - 2011
Skills
Wealth Management, Wealth Management..., Trust Services
Education
Queens College 1997 — 2001
Bachelor's Degree, Sociology
Morgan Stanley Private Bank May 2015 - Present
Financial Institution Compliance Consultant - Global March 2015 - Present
Perficient April 2014 - February 2015
Landesbank Baden December 2010 - November 2012
Arab Bank, New York Agency April 2007 - December 2010
Genworth Financial, Inc December 2004 - March 2007
National Bank of Egypt March 2002 - December 2004
Jefferson Wells, International April 2000 - September 2001
Banco de la Provincia de Buenos Aires February 1999 - April 2000
Emigrant Savings Bank May 1994 - January 1999
Skills
AML, Compliance, Banking, KYC, USA PATRIOT Act, OFAC, Bank Secrecy Act, BSA, Executive Management, Experienced Surety..., Risk Assessment, Onboarding, Certified Firearms..., Range Safety Officer, Due Diligence, Corporate Governance, Private Banking, Trade Finance, Sanction, Transaction Processing, Securities, Financial Risk, Policy, Compliance Training, Operational Risk..., CAMS, Financial Regulation, Financial Institutions, Banking Law, Correspondent Banking, Suspicious Activity..., Legal Writing, Financial Services, Compliance Consulting, Compliance Testing, FCPA, Remediation, CRCM, Certified Anti-Money..., Certified Regulatory..., Enterprise Risk..., Anti Money Laundering, Compliance Remediation, SWIFT payments, Private Investigations, Regulations, CFCS, Certified Financial..., CFCs, Management Consulting
Education
Pace University 1981 — 1984
BS, Business Science
Federal Reserve Board's Compliance Examinations School 1998 — 1998
Compliance Examinations Certificate, Compliance Examinations
American Bankers Association's National Graduate Compliance School - University of Oklahoma
JPMorgan Chase & Co. August 2014 - Present
Morgan Stanley Private Bank October 2010 - July 2014
Wells Fargo/Wachovia, Private Bank February 2008 - October 2010
Skills
Wealth Management..., Private Banking, Banking, Investments, Portfolio Management, Commercial Banking, Finance, Financial Services, Loans, Wealth Management
Education
FINRA LICENSES 2002 — 2014
Series 7, 65, 63, 6, Wealth Management
University of Pittsburgh 1997 — 2001
Bachelor’s Degree of Science
Guaranteed Rate December 2014 - Present
Guaranteed Rate June 2013 - December 2014
Guaranteed Rate April 2012 - May 2013
Morgan Stanley Private Bank August 2010 - March 2012
Morgan Stanley Home Loans June 2006 - August 2010
Skills
Leadership, Leadership Development, Performance Management, Program Facilitation, Executive Management, Training Facilitation, Sales Management, Staff Development, Mortgage Lending, Loans, Mortgage Banking, Training, Training Needs Analysis, Loan Origination, Credit, Residential Mortgages, Sales, Refinance, Credit Analysis, Banking, Management, Finance, Financial Services, Relationship Management, Risk Management, Consumer Lending, Loss Mitigation, Rates, Underwriting, Real Estate Financing, Cross Selling, Strategic Financial..., Needs Analysis, Financial Structuring, Branch Management
Education
Liberty University 2011 — 2014
Bachelor of Science, Business Management
Providence Baptist College 2000 — 2005
Bachelor's degree, Theology/Theological Studies
BBMC Mortgage, LLC April 2014 - Present
Fox Valley Bayern Munich Soccer Club July 2013 - Present
Guaranteed Rate January 2013 - April 2014
Guaranteed Rate November 2013 - February 2014
Sears Holdings Corporation February 2012 - December 2012
American Baptist Men USA September 2011 - September 2012
Judson University July 2011 - February 2012
Morgan Stanley Private Bank April 2010 - July 2011
Mortgage Lending Direct, Inc. September 2006 - April 2010
Ameriquest Mortgage 2004 - 2006
Skills
Coaching, Management, Strategic Planning, Marketing, Public Speaking, Sales, Fundraising, Team Building, Customer Service, Sales Management, Training, Business Development, Project Planning, New Business Development, Time Management, Customer Satisfaction, Leadership Development, Selling, Negotiation, Microsoft Office, Program Management, Teaching, Operations Management, Marketing Strategy, Retail, B2B, Customer Relations, Forecasting, Community Outreach, Excel, Organizational..., Problem Solving, Supervisory Skills, Process Improvement, Outlook, Business Planning, Marketing Communications, Business Strategy, Recruiting, Mentoring, PowerPoint, Word, Creative Problem Solving, Employee Relations, Budgets, Non-profits, Budgeting, Hiring, Planning, Client Education
Education
Judson University 2008 — 2011
Masters, Organizational Leadership
Judson University 1996 — 2000
Bachelors, Business Management
Elgin Highschool 1992 — 1996
Independent February 2011 - Present
Morgan Stanley Private Bank January 2012 - May 2012
Wells Fargo & Company March 2010 - January 2011
Law Offices of Jerold E. Rothkoff October 2007 - October 2009
Law Offices of Nancy M. Rice January 2002 - September 2007
PNC Advisors January 1980 - January 2002
Skills
ESTATE AND TRUST..., FIDUCIARY TAXATION, TAX PREPARATION, Public Speaking, Leadership
Education
New England School of Homeopathy 2000 — 2012
Baruch College, City University of New York
B.B.A, Public Accounting
Baruch College, City University of New York (CUNY)
B.B.A., Public Accounting
Graduate Trust School
Homeowners' Assocation January 2007 - December 2012
Morgan Stanley Private Bank April 2005 - April 2012
Bank of America August 2003 - April 2005
PERSONAL BANKER, 2003-2005 April 2003 - April 2005
Citibank April 2001 - July 2003
CITIBANK January 2001 - January 2003
PERSONAL BANKER January 1999 - January 2001
Harris Bank 1997 - 1999
Skills
Mortgage Lending, Credit Risk, Coaching, Financial Services, Banking, Portfolio Management, Analysis, Strategic Financial..., Loan Origination, Training, Loans, Finance, Mortgage Banking, Leadership, Business Development, Financial Risk, Credit, New Business Development, CRM, Management, Negotiation, Sales, Credit Analysis, Real Estate
Education
Roosevelt University 2004 — 2007
MBA, Finance
Roosevelt University 2003 — 2007
Master of Business Administration Degree, Finance
DePaul University 2001 — 2003
BS, Marketing and Economics
DePaul University 2000 — 2003
Bachelor of Science Degree, Marketing/Economics
Morgan Stanley Private Bank July 2010 - Present
Morgan Stanley Smith Barney November 2004 - July 2010
Wachovia Wealth Management August 1988 - November 2004
Education
University of Delaware
BS, Business Administration & FInance
Morgan Stanley Private Bank July 2010 - Present
The Wells Fargo Private Bank 1995 - July 2010
The Chase Manhattan Private Bank 1990 - 1995
The Chase Manhattan Bank 1987 - 1990
First Boston Corp. 1983 - 1987
Skills
Financial Services, Series 7, Banking, Credit, Estate Planning, Strategic Financial..., Wealth Management, Loans, Financial Advisory, Finance, Wealth, Series 63, Private Banking, High Net Worth..., Mortgage Lending, Wealth Management..., Relationship Management, Insurance, Securities Lending, Advising Clients, New Business Development, Leadership, Financial Planning
Education
Emory University
B.A.
Fairleigh Dickinson University
Rumson Fair Haven Regional HS
Morgan Stanley Private Bank 2010 - Present
Merrill Lynch 2008 - 2010
Merrill Lynch 1992 - 2008
Skills
Series 7, Wealth Management, Securities Lending, Mortgage Lending, Securities, Credit, Banking, Financial Advisory, Private Banking, Loans, Commercial Lending, Financial Services, Credit Analysis, Loan Origination, Relationship Management
Education
University of North Florida - College of Business Administration 1989 — 1991
Bachelor of Science (BS), Marketing
The Glenmede Trust Company, N.A. December 2013 - Present
The Glenmede Trust Company April 2012 - Present
Morgan Stanley Private Bank April 2011 - June 2012
Goldman Sachs May 2004 - June 2009
Credit Suisse 2001 - 2004
Sorema Re 1999 - 2001
Reliance National Insurance Company 1997 - 1998
Skills
Trusts, Wealth Management, Investment Management, Trust Services, Asset Allocation, Investments, Fixed Income, Tax, Asset Management, Wealth Management...
Education
Pennsylvania State University 1992 — 1996
Reliance Trust Company July 2014 - Present
Union Bank March 2014 - July 2014
Morgan Stanley September 2004 - February 2014
MORGAN STANLEY PRIVATE BANK January 2004 - February 2014
CREDIT SUISSE ASSET MANAGEMENT January 2000 - January 2004
Littman Krooks LLP January 1994 - January 2000
Skills
Trusts, Trust Services, Estate Planning, Investments, Portfolio Management, Wills, Tax, Wealth Management..., Wealth Management, Series 7, Securities, Asset Allocation, Asset Management, Powers of Attorney, Investment Management, CRM, High Net Worth..., Retirement Planning, Equities, Investment Advisory, Private Banking, Mutual Funds, Wealth, Alternative Investments
Education
Fordham University School of Law 1990 — 1993
Juris Doctor, Law
Fordham University School of Law 1990 — 1993
Juris Doctor, Law
COLUMBIA UNIVERSITY 1986 — 1990
Bachelor of Art's Degree, History
Morgan Stanley Private Bank April 2012 - Present
Bank of America February 2011 - March 2012
ADP May 2010 - August 2011
Corwellness Inc. August 2009 - April 2010
JPMorgan Chase February 2009 - August 2009
Castle Point Mortgage August 2003 - December 2008
Champion Mortgage 1990 - 2003
Education
Rutgers University-New Brunswick
BMO Harris Bank June 2014 - Present
PHH Mortgage PLS/Morgan Stanley May 2012 - May 2014
Morgan Stanley Private Bank October 2011 - May 2012
Morgan Stanley Private Bank October 2010 - October 2011
JP Morgan Chase June 2008 - October 2010
World Savings 2005 - 2008
Old Kent Mortgage 1995 - 1998
Comerica Bank 1990 - 1995
Skills
Mortgage Lending, Loan Origination, Credit Analysis, Series 63, Consumer Lending, Wealth Management, Mortgage Underwriting, Retail Banking, Cross Selling, Notary Public, New Business Development, Customer Retention, Risk Analysis, Telephone Skills, Compliance, Series 6, Collections, Credit Supervision, Problem Resolution, Residential Mortgage..., Outstanding Customer..., Microsoft Office, Training, Presentation Skills, Event Management, Marketing
Education
Davenport University
Computer and Information Sciences, General
Lake City Community College
Associate of Science (A.S.), Business Administration Market Management
Edward Jones September 2014 - Present
PHH Mortgage June 2012 - August 2014
Aon Hewitt September 2011 - June 2012
Morgan Stanley Private Bank April 2010 - September 2011
Kovitz Shifrin Nesbit June 2009 - April 2010
Morgan Stanley October 2006 - February 2008
Utilities, Inc November 2005 - 2006
Morgan Stanley October 2002 - July 2005
ADP May 2001 - October 2002
David Hafft & Co. 2000 - 2001
Skills
Finance, Credit, Mortgage Lending, Financial Analysis, Loans, Leadership, Analysis, Cash Management, Accounts Payable, Customer Service, Time Management, Management, Risk Management, Accounting, Banking, Forecasting, Securities, Variance Analysis, Account Reconciliation, Budgets, Financial Services
Education
Rockford College
Bachelor of Science
Bank of America Merrill Lynch May 2013 - Present
Morgan Stanley Private Bank 2010 - Present
Gano Capital September 2009 - September 2011
Smith Barney June 2004 - September 2009
Skills
Series 7, Series 9, Series 10, Series 66, Private Wealth..., Private Banking, Securities, Alternative Investments, Wealth Management, Financial Services, Private Equity, Mortgage Lending, Uniform Combined State..., FINRA, Wealth Management..., Series 63, Loans, Equities, Derivatives, Hedge Funds, Banking, Financial Structuring, Credit, Mergers & Acquisitions, Commercial Banking, Fixed Income, Investment Advisory, Capital Markets, Mutual Funds, Portfolio Management, High Net Worth..., Valuation, Investment Strategies, Bloomberg, Investment Banking, Investments, Bonds, Structured Finance, Credit Analysis, Retirement Planning, Asset Allocation, Financial Advisory, Financial Markets, Structured Products, Asset Management, Investment Management, Strategic Financial...
Education
University of South Alabama 1990 — 1995
Bachelor of Science, Finance
J.P. Morgan May 2014 - Present
Morgan Stanley Private Bank April 2010 - May 2014
Wells Fargo Advisors, LLC May 2006 - April 2010
Charles Schwab Bank September 2004 - May 2006
Bank of the West January 2004 - September 2004
Merrill Lynch April 2000 - January 2004
Union Bank of California April 1998 - April 2000
Skills
Mortgage Lending, Banking, Commercial Banking, Series 63, Loans, Wealth Management, Series 7, Investments, Asset Managment, Financial Analysis, Series 24, Business Development, Performance Management, Coaching, Credit Analysis, Risk Management, Consumer Banking, Tailored Lending, Portfolio Management, Training, Liquidity Solutions, Relationship Management, Asset Management, Leadership, Finance
Education
The London School of Economics and Political Science (LSE) 1995 — 1996
Masters, International Accounting and Finance
University of Southern California 1991 — 1994
Bachelors, Finance and Business Economics
Morgan Stanley Private Bank August 2010 - Present
Wachovia Bank May 2007 - July 2010
HSBC February 2006 - March 2007
Skills
Wealth Management, Private Banking, Securities Lending, Real Estate Financing, Commercial Lending, Aircraft Finance, Credit, Liquidity, Series 7, Series 63, FINRA, Life Insurance, Health Insurance, Commercial Real Estate..., Uniform Combined State..., Securities, Fixed Income, Banking, Finance, Financial Services, Investments, Loans, Portfolio Management, Equities
Education
LIU Post 2007 — 2009
MBA, FINANCE
SUNY Albany 2001 — 2003
B.S., Finance
Morgan Stanley Private Bank November 2010 - Present
Haris Bank NA November 2000 - March 2010
Education
Loyola University Chicago
Bachelors, Arts
Morgan Stanley April 2013 - June 2015
Morgan Stanley Private Bank July 2011 - April 2013
Morgan Stanley Trust NA June 2010 - July 2011
Morgan Stanley February 2007 - July 2010
Morgan Stanley November 2005 - January 2007
Advest, Inc. June 1996 - August 2005
Skills
FINRA, Series 24, Series 7
Education
Quinnipiac University School of Law 1982 — 1985
JD
New York University 1978 — 1981
BS, Political Science/Philosophy
Stuyvesant HS 1973 — 1976
Bank of America June 2012 - Present
Morgan Stanley Private Bank November 2010 - May 2012
JP Morgan Chase November 2009 - November 2010
JP Morgan Chase (Formerly WaMu) July 2004 - August 2009
JP Morgan Chase (formerly Washington Mutual ) August 2003 - July 2004
JP Morgan Chase (formerly Washington Mutual ) January 2002 - July 2003
Harris Bank June 2000 - January 2002
Northern Trust June 1997 - June 2000
National City Bank May 1996 - June 1997
Skills
Credit Risk, Credit Analysis, Mortgage Underwriting, Mortgage Lending, Offshoring, Retail Banking, Coaching, Training Delivery, Consumer Lending, BPO, Credit, Loans, Underwriting, Financial Risk, Banking, Risk Management, Business Planning, Insurance, Leadership, Business Process..., Management, Call Centers, Analysis
Education
Roosevelt University
MBA, Finance
Morgan Stanley Private Bank March 2011 - Present
Merrill Lynch August 2010 - March 2011
Merrill Lynch May 2009 - August 2010
Merrill Lynch 2008 - 2009
Merrill Lynch 2004 - 2008
Merrill Lynch 1999 - 2004
Education
Bethel University 2009 — 2011
MBA
Bethel University 1993 — 1997
BA, Business Marketing, Management, and Finance
Citi Private Bank July 2013 - Present
Morgan Stanley Private Bank June 2010 - January 2013
Morgan Stanley Smith Barney January 2009 - June 2010
Morgan Stanley August 2005 - January 2009
EverBank January 2005 - August 2005
Morgan Stanley January 1999 - January 2005
Merrill Lynch Credit Corporation July 1994 - December 1998
Merrill Lynch Credit Corporation November 1992 - July 1994
Merrill Lynch Credit Corporation December 1991 - November 1992
Merrill Lynch Credit Corporation November 1989 - December 1991
Skills
Private Banking, Business Development, Series 7, Mortgage Lending, Securities Lending, Relationship Management, Sales Management, Wealth Management, Credit, Cash Management, Loans, Banking, Financial Services, Investments, Equities, Commercial Lending, Securities, Leadership, Finance, Strategy
Education
Fordham University
BS, Business
Stamford High School 1978 — 1982
High School Diploma, College Prep
PHH November 2012 - Present
Morgan Stanley Private Bank September 2010 - May 2012
Ladder Up January 2010 - April 2010
Superior Staffing July 2007 - October 2008
Abanco International LLC December 2006 - April 2007
Morgan Stanley January 2006 - December 2006
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Accounting, QuickBooks, Financial Accounting, Bookkeeping, Financial Analysis, Tax, Financial Reporting, Customer Service, Auditing, Teamwork, Accounts Payable, Income Tax, Access, Outlook, Research, Accounts Receivable
Education
College of Lake County 2007 — 2010
Obtained Bachelor's, Accounting
University of Illinois 2000 — 2004
B.S, Mathematics
University of Illinois at Urbana-Champaign 2000 — 2004
BS, Mathematics
Niles North
Market Makers January 2013 - Present
Cosmos Mortgage Corp. May 2002 - Present
Marcus & Millichap June 2012 - December 2012
Morgan Stanley Private Bank August 2010 - June 2012
Citizens Bank & Trust December 2001 - April 2002
Broadway Bank January 1999 - September 2001
Skills
Financial Analysis, Mortgage Lending, Management, VA loans, Valuation, FHA, Options, Equities, CRM, Financial Markets, Refinance, Portfolio Management, Credit, Capital Markets, Real Estate, Investments, Customer Service, Business Strategy, Financial Modeling, Finance, Asset Management, Loans, Investment Properties, Credit Risk, Loan Origination, Risk Management, Mortgage Banking, Financial Structuring, Commercial Real Estate, Real Estate Economics, Underwriting, Funding, Real Estate Financing, Residential Mortgages, FHA financing
Education
Illinois Institute of Technology 2000 — 2003
Masters, Financial Markets
Roosevelt University 1994 — 1998
Bachelor, Finance
LICENSURE: State of Illinois Series
State of Illinois Real Estate Sales
State of Illinois Real Estate Sales
Series 3
Morgan Stanley Private Bank March 2010 - Present
J.P. Morgan November 2006 - February 2010
Education
Hofstra University
Wells Fargo Wealth Management December 2011 - Present
Morgan Stanley Private Bank November 2009 - July 2011
Citi 2006 - 2009
Bank of America 1994 - 2004
Manufacturers Hanover Trust 1978 - 1991
Education
Colgate University 1974 — 1978
BA, Economics
Morgan Stanley Private Bank June 2014 - Present
Morgan Stanley March 2013 - June 2014
UBS August 2012 - February 2013
Morgan Stanley May 2010 - August 2012
Wells Fargo Advisors April 2006 - April 2010
Morgan Stanley January 2006 - April 2006
Morgan Stanley November 2005 - December 2005
Morgan Stanley April 2002 - October 2005
Morgan Stanley July 2000 - April 2002
Merrill Lynch June 1996 - July 2000
Skills
Series 7, Series 63, Mortgage Lending, Residential Mortgages, Microsoft Office, Cross Selling, Team-oriented, Private Banking, Mortgage Banking, Banking, Personal Financial..., Team Leadership, Wealth Management, Commercial Banking, Consumer Financing, Securities Based Lending
Education
Florida State University
Finance, Finance, General
Morgan Stanley Private Bank May 2011 - Present
JPMorgan Chase February 2001 - September 2010
JPMorgan Chase January 1988 - January 2001
Skills
Accounting, Tax, Trusts, Management, Insurance, Internal Audit, Investments, Time Management, Mutual Funds, Portfolio Management, Financial Services, Strategic Financial...
Education
NYS Bankers Association Schools
Notary Public State of New York
Pace University
Certified Financial Planning courses
SUNY at Old Westbury
B.S., Management Accounting
TD Ameritrade March 2012 - October 2012
Morgan Stanley Private Bank May 1997 - September 2011
Skills
Vendor Management, Business Analysis, Asset Managment, Risk Management, Process Improvement, Requirements Analysis, Banking, Leadership, Accounting, Analysis, Customer Service, Management
Education
University of Phoenix 2010 — 2012
Bachelor of Business Administration (B.B.A.), Business Management
Bergen Community College 1989 — 1991
Associate of Arts and Sciences (AAS), Hospitality Administration/Management