Morgan Stanley Private Bank

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Morgan Stanley Private Bank Employees

Employee
Years
Job
Industry
Kyle A. Steinbuch Kyle A. Steinbuch Phoenix, Arizona Details
Kyle A. Steinbuch's Morgan Stanley Private Bank Experience October 2010 - March 2013
Job
Industry Banking
Experience
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

Donald Regan Donald Regan Greater Chicago Area Details
Donald Regan's Morgan Stanley Private Bank Experience October 2010 - January 2012
Job Retirement Specialist at Nationwide Financial
Industry Financial Services
Experience
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

Alan Glenn Alan Glenn San Francisco Bay Area Details
Alan Glenn's Morgan Stanley Private Bank Experience September 2010 - February 2013
Job at Morgan Stanley Private Bank
Industry Financial Services
Experience
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

Joanna Dziemianczyk Joanna Dziemianczyk Greater New York City Area Details
Joanna Dziemianczyk's Morgan Stanley Private Bank Experience June 2013 - Present
Job Assistant Vice President Associate Private Banker, Private Wealth Management Morgan Stanley Private Bank
Industry Banking
Experience
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

Andrew Cucuzza Andrew Cucuzza Greater Atlanta Area Details
Andrew Cucuzza's Morgan Stanley Private Bank Experience November 2010 - Present
Job Private Banker, Morgan Stanley Private Bank
Industry Banking
Experience
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

Todd Corbett Todd Corbett Greater New York City Area Details
Todd Corbett's Morgan Stanley Private Bank Experience May 2010 - Present
Job Private Banker at Morgan Stanley
Industry Banking
Experience
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

Robert Holman Robert Holman New York, New York Details
Robert Holman's Morgan Stanley Private Bank Experience May 2010 - Present
Job Senior Private Banker Private Wealth Management Morgan Stanley Private Bank
Industry Banking
Experience
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

Dana (Lloyd) Corleto, MBA Dana (Lloyd) Corleto, MBA Greater Atlanta Area Details
Dana (Lloyd) Corleto, MBA's Morgan Stanley Private Bank Experience February 2010 - February 2011
Job Retail Banking Executive
Industry Banking
Experience
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

Tarique Baloch Tarique Baloch Dallas/Fort Worth Area Details
Tarique Baloch's Morgan Stanley Private Bank Experience August 2004 - January 2011
Job
Industry Banking
Experience
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

Neil Pulido Neil Pulido Greater Los Angeles Area Details
Neil Pulido's Morgan Stanley Private Bank Experience June 2010 - January 2013
Job Senior Private Banker at Wells Fargo Private Bank
Industry Financial Services
Experience
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

Will Curran Will Curran San Francisco Bay Area Details
Will Curran's Morgan Stanley Private Bank Experience April 2010 - Present
Job Banking Professional
Industry Banking
Experience
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

Jacqui Jenkins, CTFA Jacqui Jenkins, CTFA Wilmington, Delaware Details
Jacqui Jenkins, CTFA's Morgan Stanley Private Bank Experience September 2011 - May 2014
Job Chief Fiduciary Officer and Senior Vice President of First State Trust Company
Industry Banking
Experience
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

Alan Glenn Alan Glenn San Francisco, California Details
Alan Glenn's Morgan Stanley Private Bank Experience 2010 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
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

Joseph Tirado Joseph Tirado Greater New York City Area Details
Joseph Tirado's Morgan Stanley Private Bank Experience July 2004 - September 2014
Job Trust Officer at Capital One
Industry Financial Services
Experience
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

Allen R. Salem CAMS, CFCS, CRCM Allen R. Salem CAMS, CFCS, CRCM Greater New York City Area Details
Allen R. Salem CAMS, CFCS, CRCM's Morgan Stanley Private Bank Experience May 2015 - Present
Job Compliance Consultant at Morgan Stanley Private Bank
Industry Financial Services
Experience
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

Edward Perry Edward Perry Fort Worth, Texas Details
Edward Perry's Morgan Stanley Private Bank Experience October 2010 - July 2014
Job JP Morgan Chase :Sr. Business Banking Relationship Manager & Owner: Family's Elite Martial Arts Black Belt Academy
Industry Financial Services
Experience
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

Jacob Deyo Jacob Deyo Barrington, Illinois Details
Jacob Deyo's Morgan Stanley Private Bank Experience August 2010 - March 2012
Job Vice President of Mortgage Lending at Guaranteed Rate
Industry Banking
Experience
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

Dustin Nates Dustin Nates Greater Chicago Area Details
Dustin Nates's Morgan Stanley Private Bank Experience April 2010 - July 2011
Job Director of Training & Transition, National Sales Coach, & Senior Mortgage Banker at BBMC Mortgage, LLC
Industry Financial Services
Experience
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

AUDREY KLEINMAN AUDREY KLEINMAN Cherry Hill, New Jersey Details
AUDREY KLEINMAN's Morgan Stanley Private Bank Experience January 2012 - May 2012
Job ESTATE AND TRUST ADMINISTRATION
Industry Legal Services
Experience
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

Regina Kostin, MBA Regina Kostin, MBA Greater Chicago Area Details
Regina Kostin, MBA's Morgan Stanley Private Bank Experience April 2005 - April 2012
Job Loan Officer/ Credit Risk Analyst at Morgan Stanley
Industry Financial Services
Experience
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

Kimberly Yates Kimberly Yates Greater Philadelphia Area Details
Kimberly Yates's Morgan Stanley Private Bank Experience July 2010 - Present
Job Private Banker at Morgan Stanley Private Bank
Industry Financial Services
Experience
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

Michele Fine Michele Fine Greater New York City Area Details
Michele Fine's Morgan Stanley Private Bank Experience July 2010 - Present
Job Morgan Stanley Private Bank
Industry Banking
Experience
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

Stephanie C. Brice Stephanie C. Brice Jacksonville, Florida Area Details
Stephanie C. Brice's Morgan Stanley Private Bank Experience 2010 - Present
Job Vice President at Morgan Stanley Private Bank
Industry Banking
Experience
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

Denise Murray Hayden Denise Murray Hayden Greater Philadelphia Area Details
Denise Murray Hayden's Morgan Stanley Private Bank Experience April 2011 - June 2012
Job Managing Director, The Glenmede Trust Company
Industry Financial Services
Experience
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

Balan Venugopal Balan Venugopal Greater Los Angeles Area Details
Balan Venugopal's Morgan Stanley Private Bank Experience January 2004 - February 2014
Job Vice President/Trust Relationship Manager/Team Lead at Reliance Trust Company
Industry Banking
Experience
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

Steven Vanderbilt Steven Vanderbilt Greater New York City Area Details
Steven Vanderbilt's Morgan Stanley Private Bank Experience April 2012 - Present
Job Vice President Vendor Management at Morgan Stanley Private Bank
Industry Banking
Experience
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

Faye Dawson Green Faye Dawson Green Palatine, Illinois Details
Faye Dawson Green's Morgan Stanley Private Bank Experience October 2011 - May 2012
Job Mortgage Banker at BMO Harris Bank
Industry Financial Services
Experience
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

Karen Schuetz Karen Schuetz Greater Chicago Area Details
Karen Schuetz's Morgan Stanley Private Bank Experience April 2010 - September 2011
Job
Industry Financial Services
Experience
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

Morgan Bryan Morgan Bryan Greater Chicago Area Details
Morgan Bryan's Morgan Stanley Private Bank Experience 2010 - Present
Job Division Structured Credit Executive
Industry Financial Services
Experience
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

Christian Marsella Christian Marsella Los Angeles, California Details
Christian Marsella's Morgan Stanley Private Bank Experience April 2010 - May 2014
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
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

David Birnbaum David Birnbaum New York, New York Details
David Birnbaum's Morgan Stanley Private Bank Experience August 2010 - Present
Job VP, HNW Lending Advisor at Morgan Stanley Private Bank
Industry Banking
Experience
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

Cheryl Bacon Cheryl Bacon Greater Chicago Area Details
Cheryl Bacon's Morgan Stanley Private Bank Experience November 2010 - Present
Job Loan Officer at Morgan Stanley Private Bank
Industry Banking
Experience
Morgan Stanley Private Bank   November 2010 - Present
Haris Bank NA   November 2000 - March 2010

Education
Loyola University Chicago
Bachelors, Arts

Irv Trager Irv Trager Greater New York City Area Details
Irv Trager's Morgan Stanley Private Bank Experience July 2011 - April 2013
Job Risk Manager at Morgan Stanley
Industry Financial Services
Experience
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

Pranav Vyas Pranav Vyas Greater Chicago Area Details
Pranav Vyas's Morgan Stanley Private Bank Experience November 2010 - May 2012
Job Underwriting Manager at Bank of America
Industry Banking
Experience
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

Jen Olson Jen Olson Greater Minneapolis-St. Paul Area Details
Jen Olson's Morgan Stanley Private Bank Experience March 2011 - Present
Job Private Banker at Morgan Stanley Private Bank
Industry Financial Services
Experience
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

Frederick Menapace Frederick Menapace Greater New York City Area Details
Frederick Menapace's Morgan Stanley Private Bank Experience June 2010 - January 2013
Job VP Mortgage Specialist at Citi Private Bank
Industry Financial Services
Experience
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

Daniel Woodall Daniel Woodall Greater Chicago Area Details
Daniel Woodall's Morgan Stanley Private Bank Experience September 2010 - May 2012
Job Accounting Professional
Industry Accounting
Experience
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

Bill Eliopoulos Bill Eliopoulos Greater Chicago Area Details
Bill Eliopoulos's Morgan Stanley Private Bank Experience August 2010 - June 2012
Job Real Estate Commercial Investments
Industry Financial Services
Experience
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

Armando Cabo Armando Cabo Greater New York City Area Details
Armando Cabo's Morgan Stanley Private Bank Experience March 2010 - Present
Job Vice President Private Banker at Morgan Stanley Private Bank
Industry Banking
Experience
Morgan Stanley Private Bank   March 2010 - Present
J.P. Morgan   November 2006 - February 2010

Education
Hofstra University

Jim Gilland Jim Gilland Greater New York City Area Details
Jim Gilland's Morgan Stanley Private Bank Experience November 2009 - July 2011
Job SVP at Wells Fargo Wealth Management
Industry Financial Services
Experience
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

Donald R. Murtaugh Donald R. Murtaugh Chicago, Illinois Details
Donald R. Murtaugh's Morgan Stanley Private Bank Experience June 2014 - Present
Job Private Banker at Morgan Stanley Private Bank
Industry Financial Services
Experience
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

Janice Dreese Janice Dreese Greater New York City Area Details
Janice Dreese's Morgan Stanley Private Bank Experience May 2011 - Present
Job Trust Administrator at Morgan Stanley Private Bank
Industry Financial Services
Experience
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

Barbara-Ann Gillespie Barbara-Ann Gillespie Greater New York City Area Details
Barbara-Ann Gillespie's Morgan Stanley Private Bank Experience May 1997 - September 2011
Job Middle Office Operations Manager/IT Senior Analyst
Industry Investment Banking
Experience
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