Morgan Stanley Private Wealth Management
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Morgan Stanley Private Wealth Management Employees
Employee
Years
Job
Industry
Pamela Gregory Pamela Gregory's Morgan Stanley Private Wealth Management Experience August 2007 - August 2008
Job Manager, Southeast Region at U.S. Chamber of Commerce
Industry Government Relations
Experience
U.S. Chamber of Commerce January 2015 - Present
U.S. Global Leadership Coalition January 2014 - January 2015
United States Senate- Senator Tim Scott March 2013 - January 2014
United States Senate- Senator Jim DeMint October 2009 - March 2013
Trident United Way August 2008 - October 2009
Morgan Stanley Private Wealth Management August 2007 - August 2008
Skills
Event Planning, Fundraising, Community Outreach, Non-profits, Volunteer Management, Public Speaking, Data Analysis, Policy Analysis, Nonprofits, Government, Political Campaigns, Politics, Public Policy, Grassroots Organizing, Legislative Relations, Grant Writing, Coalitions, Speech Writing, Legislation, Political Communication, Legislative Research, Political Science, Constituent Services, Grants, Economic Development, Community Development, Strategic Communications, Public Affairs, Legislative Affairs, Community Organizing, Political Consulting, Policy, Philanthropy, Media Relations, Press Releases, Federal Government, Program Development, Grassroots
Education
College of Charleston 2003 — 2007
U.S. Chamber of Commerce January 2015 - Present
U.S. Global Leadership Coalition January 2014 - January 2015
United States Senate- Senator Tim Scott March 2013 - January 2014
United States Senate- Senator Jim DeMint October 2009 - March 2013
Trident United Way August 2008 - October 2009
Morgan Stanley Private Wealth Management August 2007 - August 2008
Skills
Event Planning, Fundraising, Community Outreach, Non-profits, Volunteer Management, Public Speaking, Data Analysis, Policy Analysis, Nonprofits, Government, Political Campaigns, Politics, Public Policy, Grassroots Organizing, Legislative Relations, Grant Writing, Coalitions, Speech Writing, Legislation, Political Communication, Legislative Research, Political Science, Constituent Services, Grants, Economic Development, Community Development, Strategic Communications, Public Affairs, Legislative Affairs, Community Organizing, Political Consulting, Policy, Philanthropy, Media Relations, Press Releases, Federal Government, Program Development, Grassroots
Education
College of Charleston 2003 — 2007
Andrew Simons Andrew Simons's Morgan Stanley Private Wealth Management Experience June 2008 - August 2008
Job AT&T Leadership Development Program Associate, MBA, Six Sigma Black Belt
Industry Telecommunications
Experience
AT&T February 2015 - Present
Lockheed Martin Aeronautics June 2014 - February 2015
Lockheed Martin Aeronautics December 2011 - June 2014
Lockheed Martin January 2010 - December 2011
GE Healthcare May 2009 - July 2009
Morgan Stanley Private Wealth Management June 2008 - August 2008
Skills
Six Sigma, Lean Manufacturing, Aerospace, Operations Management, Value Stream Mapping, Data Analysis, Cross-functional Team..., Leadership Development, Process Improvement, Strategy, Continuous Improvement, Microsoft Excel, Systems Engineering, Project Planning, Project Management, Earned Value Management
Education
Georgia Institute of Technology 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Operations, Sustainability
Drexel University 2010 — 2011
Graduate Certificate, Operations Leadership and Organizational Management
University of Florida 2004 — 2009
Bachelor of Science (BS), Industrial and Systems Engineering
AT&T February 2015 - Present
Lockheed Martin Aeronautics June 2014 - February 2015
Lockheed Martin Aeronautics December 2011 - June 2014
Lockheed Martin January 2010 - December 2011
GE Healthcare May 2009 - July 2009
Morgan Stanley Private Wealth Management June 2008 - August 2008
Skills
Six Sigma, Lean Manufacturing, Aerospace, Operations Management, Value Stream Mapping, Data Analysis, Cross-functional Team..., Leadership Development, Process Improvement, Strategy, Continuous Improvement, Microsoft Excel, Systems Engineering, Project Planning, Project Management, Earned Value Management
Education
Georgia Institute of Technology 2012 — 2014
Master of Business Administration (M.B.A.), Finance, Operations, Sustainability
Drexel University 2010 — 2011
Graduate Certificate, Operations Leadership and Organizational Management
University of Florida 2004 — 2009
Bachelor of Science (BS), Industrial and Systems Engineering
Kyler Franklin's Morgan Stanley Private Wealth Management Experience June 2015 - Present
Job GWM Advisory Intern at Merrill Lynch
Industry Accounting
Experience
Morgan Stanley Private Wealth Management June 2015 - Present
Merrill Lynch (Private Banking & Investment Group) June 2014 - August 2014
TS Capital, LLC June 2013 - August 2013
Fox Filmed Entertainment June 2011 - August 2011
Skills
Dynamic Speaker, Microsoft Office, Financial Modeling, Thought Leadership, Research, Strategic Visionary
Education
Fisk University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Financial Economics
Morgan Stanley Private Wealth Management June 2015 - Present
Merrill Lynch (Private Banking & Investment Group) June 2014 - August 2014
TS Capital, LLC June 2013 - August 2013
Fox Filmed Entertainment June 2011 - August 2011
Skills
Dynamic Speaker, Microsoft Office, Financial Modeling, Thought Leadership, Research, Strategic Visionary
Education
Fisk University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Financial Economics
Thomas Epolito Thomas Epolito's Morgan Stanley Private Wealth Management Experience June 2007 - July 2008
Job Vice President, Capital Markets Finance
Industry Financial Services
Experience
CastleOak Securities, L.P. March 2011 - Present
Syndicated Capital, Inc July 2008 - March 2011
Morgan Stanley Private Wealth Management June 2007 - July 2008
Skills
Series 7, Series 24, Finance, Microsoft Excel, Financial Analysis, FINRA, Corporate Finance, Investment Banking, Capital Markets, Bloomberg, Fixed Income, Hedge Funds, Series 63
Education
Villanova University 2015 — 2017
Master of Business Administration (MBA), Banking and Corporate Finance
Bentley University 2003 — 2007
Finance, Mathematical Sciences
CastleOak Securities, L.P. March 2011 - Present
Syndicated Capital, Inc July 2008 - March 2011
Morgan Stanley Private Wealth Management June 2007 - July 2008
Skills
Series 7, Series 24, Finance, Microsoft Excel, Financial Analysis, FINRA, Corporate Finance, Investment Banking, Capital Markets, Bloomberg, Fixed Income, Hedge Funds, Series 63
Education
Villanova University 2015 — 2017
Master of Business Administration (MBA), Banking and Corporate Finance
Bentley University 2003 — 2007
Finance, Mathematical Sciences
Jeffrey Kautz Jeffrey Kautz's Morgan Stanley Private Wealth Management Experience June 2015 - August 2015
Job Economics Tutor at Denison University
Industry
Experience
Morgan Stanley Private Wealth Management June 2015 - August 2015
Denison University Office of Academic Enrichment January 2014 - May 2015
Pallone for New Jersey July 2013 - August 2013
Environment NJ July 2013 - August 2013
Essex County Board of Taxation June 2012 - September 2012
Skills
Economics, Work Ethic, Teamwork, Public Speaking, Management, Data Analysis, Event Planning, Leadership
Education
Denison University 2013 — 2017
Bachelor of Arts (B.A.) to be earned in 2017, Economics, Sophomore
Montclair High School
Morgan Stanley Private Wealth Management June 2015 - August 2015
Denison University Office of Academic Enrichment January 2014 - May 2015
Pallone for New Jersey July 2013 - August 2013
Environment NJ July 2013 - August 2013
Essex County Board of Taxation June 2012 - September 2012
Skills
Economics, Work Ethic, Teamwork, Public Speaking, Management, Data Analysis, Event Planning, Leadership
Education
Denison University 2013 — 2017
Bachelor of Arts (B.A.) to be earned in 2017, Economics, Sophomore
Montclair High School
Jason Levinn Jason Levinn's Morgan Stanley Private Wealth Management Experience June 2006 - August 2006
Job Associate at Booz Allen Hamilton
Industry Management Consulting
Experience
Booz Allen Hamilton June 2010 - Present
Clean Energy Durham April 2010 - June 2010
Greater Richmond Transit Company October 2009 - April 2010
Nicholas School Energy Club January 2009 - January 2010
Better Place May 2009 - August 2009
Chesapeake Climate Action Network May 2007 - August 2007
Morgan Stanley Private Wealth Management June 2006 - August 2006
Skills
Public/private..., Transit-oriented..., Public Transport, Project Management, Infrastructure, Value for Money, Energy, Renewable Energy, Policy, Sustainability, Cleantech, Business Development, Earned Value Management, Electric Vehicles, Budgeting, Budgets, Leadership, Rail, High Speed Rail, Policy Analysis
Education
Duke University 2008 — 2010
Master of Environmental Management (MEM), Energy and Environment
University of Richmond - Robins School of Business 2004 — 2008
Bachelor of Science in Business Administration (BSBA), Finance Major, Environmental and Leadership Studies Minors
The Pingry School 1998 — 2004
Eno Transit Executive Seminar (Sep 2014)
Vair Training (NYC Jan 2013)
Booz Allen Hamilton June 2010 - Present
Clean Energy Durham April 2010 - June 2010
Greater Richmond Transit Company October 2009 - April 2010
Nicholas School Energy Club January 2009 - January 2010
Better Place May 2009 - August 2009
Chesapeake Climate Action Network May 2007 - August 2007
Morgan Stanley Private Wealth Management June 2006 - August 2006
Skills
Public/private..., Transit-oriented..., Public Transport, Project Management, Infrastructure, Value for Money, Energy, Renewable Energy, Policy, Sustainability, Cleantech, Business Development, Earned Value Management, Electric Vehicles, Budgeting, Budgets, Leadership, Rail, High Speed Rail, Policy Analysis
Education
Duke University 2008 — 2010
Master of Environmental Management (MEM), Energy and Environment
University of Richmond - Robins School of Business 2004 — 2008
Bachelor of Science in Business Administration (BSBA), Finance Major, Environmental and Leadership Studies Minors
The Pingry School 1998 — 2004
Eno Transit Executive Seminar (Sep 2014)
Vair Training (NYC Jan 2013)
Nicholas Sharapata's Morgan Stanley Private Wealth Management Experience July 2013 - September 2013
Job Accounting Student at the Marriott School of ManagementBrigham Young University
Industry Accounting
Experience
Blue Diamond Capital, LLC December 2014 - Present
Rodan + Fields April 2015 - July 2015
IDFL January 2014 - April 2014
Morgan Stanley Private Wealth Management July 2013 - September 2013
Majestic Interlock Paving June 2013 - September 2013
Mission for Church of Jesus Christ of Latter Day Saints May 2011 - May 2013
Wright's Pool Service October 2010 - January 2011
Seasonal Reflections Inc. June 2007 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Customer Service, Corporate Finance, Financial Analysis, Teamwork, Spanish, Sales, Finance
Education
Brigham Young University 2010 — 2016
Bachelor of Science (B.S.), Accounting, Junior
Clayton valley high school 2007 — 2010
General, General
Blue Diamond Capital, LLC December 2014 - Present
Rodan + Fields April 2015 - July 2015
IDFL January 2014 - April 2014
Morgan Stanley Private Wealth Management July 2013 - September 2013
Majestic Interlock Paving June 2013 - September 2013
Mission for Church of Jesus Christ of Latter Day Saints May 2011 - May 2013
Wright's Pool Service October 2010 - January 2011
Seasonal Reflections Inc. June 2007 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Customer Service, Corporate Finance, Financial Analysis, Teamwork, Spanish, Sales, Finance
Education
Brigham Young University 2010 — 2016
Bachelor of Science (B.S.), Accounting, Junior
Clayton valley high school 2007 — 2010
General, General
Chaz Faltz Chaz Faltz's Morgan Stanley Private Wealth Management Experience January 2013 - May 2013
Job Disbursement Analyst at Morgan Stanley High Networth Lending
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
Year Up January 2012 - August 2013
Morgan Stanley Private Wealth Management January 2013 - May 2013
Morgan Stanley August 2012 - January 2013
Serco January 2011 - November 2011
APGFCU January 2009 - January 2011
Skills
Portfolio Management, Fund Accounting, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Outlook, Mortgage Lending, Business Development, Banking, Loans, Process Improvement, Strategic Planning, Team Leadership, Project Management, Finance, Financial Services, Risk Management, Team Building, Accounting, Analysis, Leadership, Data Entry, Data Analysis, Research
Education
Baltimore City Community College 2012 — 2016
Business Marketing
Morgan Stanley Wealth Management May 2013 - Present
Year Up January 2012 - August 2013
Morgan Stanley Private Wealth Management January 2013 - May 2013
Morgan Stanley August 2012 - January 2013
Serco January 2011 - November 2011
APGFCU January 2009 - January 2011
Skills
Portfolio Management, Fund Accounting, Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Outlook, Mortgage Lending, Business Development, Banking, Loans, Process Improvement, Strategic Planning, Team Leadership, Project Management, Finance, Financial Services, Risk Management, Team Building, Accounting, Analysis, Leadership, Data Entry, Data Analysis, Research
Education
Baltimore City Community College 2012 — 2016
Business Marketing
Bryon W. Smith Bryon W. Smith's Morgan Stanley Private Wealth Management Experience 2015 - Present
Job Registered Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management 2015 - Present
UBS Financial Services, Inc. 2013 - 2015
Titan LED 2011 - September 2013
Golden Triangle February 2012 - August 2013
Moss and Company 2011 - 2013
Consolidated Smart Systems January 2007 - March 2011
U.S. Coast Guard December 2002 - December 2006
Best Buy May 2002 - December 2002
Education
California State University-Northridge
Bachelor of Arts (BA), Communications
Los Angeles Valley College
Associate of Science (AS), Fire Science and Technology
Morgan Stanley Private Wealth Management 2015 - Present
UBS Financial Services, Inc. 2013 - 2015
Titan LED 2011 - September 2013
Golden Triangle February 2012 - August 2013
Moss and Company 2011 - 2013
Consolidated Smart Systems January 2007 - March 2011
U.S. Coast Guard December 2002 - December 2006
Best Buy May 2002 - December 2002
Education
California State University-Northridge
Bachelor of Arts (BA), Communications
Los Angeles Valley College
Associate of Science (AS), Fire Science and Technology
Jessica Freeman Jessica Freeman's Morgan Stanley Private Wealth Management Experience November 2014 - Present
Job Operations Service Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management November 2014 - Present
Round Rock ISD January 2014 - November 2014
Seminole County Public Schools September 2005 - January 2014
John Hancock Financial Services January 2005 - September 2005
National Life of Vermont; Ganley Group, Inc. January 2000 - January 2005
Skills
Organizational..., Leadership, Peer Mentoring, Creative Problem Solving, Project Management, Student Recruiting, Secondary Education, Lesson Planning, Curriculum Design, Curriculum Development, Educational Technology, Differentiated..., Educational Leadership, Special Education, Staff Development, Academic Advising, English Language..., Life Insurance, Series 7, Series 63, Sales Process, Marketing Communications, Classroom Management, Tutoring
Education
Stetson University 2008 — 2010
Clinical Mental Health Counseling
City University of New York-Hunter College 2000 — 2005
Bachelor's Degree, Political Science and Government
American Academy of Dramatic Arts 1999 — 1999
Theatrical Arts
Morgan Stanley Private Wealth Management November 2014 - Present
Round Rock ISD January 2014 - November 2014
Seminole County Public Schools September 2005 - January 2014
John Hancock Financial Services January 2005 - September 2005
National Life of Vermont; Ganley Group, Inc. January 2000 - January 2005
Skills
Organizational..., Leadership, Peer Mentoring, Creative Problem Solving, Project Management, Student Recruiting, Secondary Education, Lesson Planning, Curriculum Design, Curriculum Development, Educational Technology, Differentiated..., Educational Leadership, Special Education, Staff Development, Academic Advising, English Language..., Life Insurance, Series 7, Series 63, Sales Process, Marketing Communications, Classroom Management, Tutoring
Education
Stetson University 2008 — 2010
Clinical Mental Health Counseling
City University of New York-Hunter College 2000 — 2005
Bachelor's Degree, Political Science and Government
American Academy of Dramatic Arts 1999 — 1999
Theatrical Arts
Anna Kapitsa Anna Kapitsa's Morgan Stanley Private Wealth Management Experience September 2014 - July 2015
Job Intern at Morgan Stanley,Wealth Management
Industry Financial Services
Experience
Baruch College September 2011 - August 2015
Morgan Stanley Private Wealth Management September 2014 - July 2015
Alla Popov, CPA January 2014 - July 2014
Vishnev Pharmacy Corp. June 2008 - March 2012
Skills
Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Auditing, Tax, Art, Internal Controls, Finance, Financial Modeling, Financial Statements, Income Tax, Corporate Finance, GAAP, Tax Preparation, Sarbanes-Oxley Act, Internal Audit, Accounts Payable, Account Reconciliation, Corporate Tax, Microsoft Excel, Bookkeeping, QuickBooks, Teamwork, Microsoft Word, Microsoft Office, PowerPoint, Research, Customer Service, Analysis
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Baikal State University of Economics and Law 2003 — 2007
Bachelor's degree, Major in Economics with minor in Human Resources Management
Baruch College September 2011 - August 2015
Morgan Stanley Private Wealth Management September 2014 - July 2015
Alla Popov, CPA January 2014 - July 2014
Vishnev Pharmacy Corp. June 2008 - March 2012
Skills
Accounting, Financial Reporting, Financial Accounting, Financial Analysis, Auditing, Tax, Art, Internal Controls, Finance, Financial Modeling, Financial Statements, Income Tax, Corporate Finance, GAAP, Tax Preparation, Sarbanes-Oxley Act, Internal Audit, Accounts Payable, Account Reconciliation, Corporate Tax, Microsoft Excel, Bookkeeping, QuickBooks, Teamwork, Microsoft Word, Microsoft Office, PowerPoint, Research, Customer Service, Analysis
Education
Baruch College 2011 — 2015
Bachelor of Business Administration (BBA), Accounting
Baikal State University of Economics and Law 2003 — 2007
Bachelor's degree, Major in Economics with minor in Human Resources Management
Francesca Marshall Francesca Marshall's Morgan Stanley Private Wealth Management Experience January 2015 - June 2015
Job MBA Candidate at The Wharton School
Industry Investment Management
Experience
The Wharton School August 2015 - Present
Morgan Stanley Private Wealth Management January 2015 - June 2015
Morgan Stanley Private Wealth Management September 2013 - January 2015
PwC June 2012 - August 2013
OneWire October 2009 - May 2012
Skills
Spanish, Strategy, Marketing, Management, Finance, Financial Analysis, Research, Data Analysis, Project Management
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), Finance
Cornell University 2005 — 2009
B.A., Government and Spanish
The Wharton School August 2015 - Present
Morgan Stanley Private Wealth Management January 2015 - June 2015
Morgan Stanley Private Wealth Management September 2013 - January 2015
PwC June 2012 - August 2013
OneWire October 2009 - May 2012
Skills
Spanish, Strategy, Marketing, Management, Finance, Financial Analysis, Research, Data Analysis, Project Management
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA), Finance
Cornell University 2005 — 2009
B.A., Government and Spanish
Norma Manjarrez Norma Manjarrez's Morgan Stanley Private Wealth Management Experience
Job Senior Sales Associate at Morgan Stanley Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management
Skills
Portfolio Management
Education
California State University-Hayward - School of Business and Economics
Business Administration and Management, General
Morgan Stanley Private Wealth Management
Skills
Portfolio Management
Education
California State University-Hayward - School of Business and Economics
Business Administration and Management, General
Greer Allgood Greer Allgood's Morgan Stanley Private Wealth Management Experience June 2015 - Present
Job Executive Director Morgan Stanley Private Bank
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management June 2015 - Present
PwC October 2010 - June 2015
Actualize Consulting October 2009 - October 2010
Leeland Group Mortgage, LLC January 2005 - October 2009
AMRESCO Commercial Finance, LLC 1995 - 1998
Home Savings of America 1991 - 1995
Skills
Mortgage Lending, Mortgage Banking, Capital Markets, Banking, Financial Analysis, Financial Modeling, Valuation, Financial Services, Fixed Income, Financial Reporting, Finance, Financial Risk, Risk Management, Trading, Management, Corporate Finance, Management Consulting, Accounting, Due Diligence, Commercial Lending, Enterprise Risk...
Education
New England College 2011 — 2012
Master of Science (M.S.), Accounting
Arizona State University 1991 — 1992
Finance and Financial Management Services
DeVry University 1989 — 1991
Bachelor of Science (B.S.), Accounting and Finance
Morgan Stanley Private Wealth Management June 2015 - Present
PwC October 2010 - June 2015
Actualize Consulting October 2009 - October 2010
Leeland Group Mortgage, LLC January 2005 - October 2009
AMRESCO Commercial Finance, LLC 1995 - 1998
Home Savings of America 1991 - 1995
Skills
Mortgage Lending, Mortgage Banking, Capital Markets, Banking, Financial Analysis, Financial Modeling, Valuation, Financial Services, Fixed Income, Financial Reporting, Finance, Financial Risk, Risk Management, Trading, Management, Corporate Finance, Management Consulting, Accounting, Due Diligence, Commercial Lending, Enterprise Risk...
Education
New England College 2011 — 2012
Master of Science (M.S.), Accounting
Arizona State University 1991 — 1992
Finance and Financial Management Services
DeVry University 1989 — 1991
Bachelor of Science (B.S.), Accounting and Finance
Diana Ayres Diana Ayres's Morgan Stanley Private Wealth Management Experience August 2014 - Present
Job Internet Professional
Industry Internet
Experience
Morgan Stanley Private Wealth Management August 2014 - Present
Groupon March 2014 - July 2014
Pitchfork Food and Saloon March 2010 - July 2014
Pingpong October 2008 - June 2009
Better Home Innovation December 2007 - July 2008
Bistro Wasabi August 2004 - March 2007
Skills
Customer Support, Account Management, Social Media, Call Centers, Email Marketing, Sales, Social Networking, Customer Service, Facebook
Education
City Colleges of Chicago-Harold Washington College 2013 — 2017
Finance, General
Dundee-Crown High School 2000 — 2004
Morgan Stanley Private Wealth Management August 2014 - Present
Groupon March 2014 - July 2014
Pitchfork Food and Saloon March 2010 - July 2014
Pingpong October 2008 - June 2009
Better Home Innovation December 2007 - July 2008
Bistro Wasabi August 2004 - March 2007
Skills
Customer Support, Account Management, Social Media, Call Centers, Email Marketing, Sales, Social Networking, Customer Service, Facebook
Education
City Colleges of Chicago-Harold Washington College 2013 — 2017
Finance, General
Dundee-Crown High School 2000 — 2004
Jordana Davis Jordana Davis's Morgan Stanley Private Wealth Management Experience July 2000 - May 2006
Job Vice President at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation July 2014 - Present
Northern Trust February 2010 - July 2014
Northern Trust February 2007 - February 2010
Morgan Stanley Private Wealth Management July 2000 - May 2006
Skills
Investments, Asset Management, Portfolio Management, Equities, Financial Analysis, Finance, Fixed Income, Financial Modeling, Due Diligence, Risk Management, Alternative Investments, Securities
Education
Emory University - Goizueta Business School
Bachelor of Business Administration (BBA), Finance, General
New York University, Stern School of Business
Master of Business Administration (MBA), Finance, General
Northern Trust Corporation July 2014 - Present
Northern Trust February 2010 - July 2014
Northern Trust February 2007 - February 2010
Morgan Stanley Private Wealth Management July 2000 - May 2006
Skills
Investments, Asset Management, Portfolio Management, Equities, Financial Analysis, Finance, Fixed Income, Financial Modeling, Due Diligence, Risk Management, Alternative Investments, Securities
Education
Emory University - Goizueta Business School
Bachelor of Business Administration (BBA), Finance, General
New York University, Stern School of Business
Master of Business Administration (MBA), Finance, General
Andrew Groundwater Andrew Groundwater's Morgan Stanley Private Wealth Management Experience June 2010 - Present
Job Portfolio Manager, Fixed Income | 7+ Years Experience in Cash Management | BA, Dartmouth
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management June 2010 - Present
Morgan Stanley Private Wealth Management April 2007 - June 2010
Skills
Portfolio Management, Financial Analysis, Asset Allocation, Computer Hardware, Fixed Income Portfolio..., Client Representation, Business Development, Finance, Securities, Trading, Wealth Management, Risk Management
Education
Dartmouth College 2003 — 2007
BA, English & Creative Writing
Morgan Stanley Private Wealth Management June 2010 - Present
Morgan Stanley Private Wealth Management April 2007 - June 2010
Skills
Portfolio Management, Financial Analysis, Asset Allocation, Computer Hardware, Fixed Income Portfolio..., Client Representation, Business Development, Finance, Securities, Trading, Wealth Management, Risk Management
Education
Dartmouth College 2003 — 2007
BA, English & Creative Writing
Adam Abelson's Morgan Stanley Private Wealth Management Experience June 2013 - August 2013
Job Student at Duke University
Industry Higher Education
Experience
Duke University August 2011 - Present
Smalltown Records September 2011 - Present
Morgan Stanley Private Wealth Management June 2013 - August 2013
Vivorté, Inc June 2012 - August 2012
Skills
Leadership, Management, Music Production, Studio Recording, Biology, Research, Social Media, Python, Grant Writing, Social Skills, Start-ups, Pro Tools, Spanish, Medical Devices, Organizational Behavior, Event Management, Project Management, Budgets, Music Creation, Team Leadership, Social Networking, Logic Pro, Live Sound, Singing, Microsoft Office, Marketing, Marketing Strategy, Business Planning, Japanese culture, R, Data Analysis
Education
Duke University 2011 — 2015
Bachelor of Science (BS), Molecular Biology
Temple University in Japan 2013 — 2013
Duke University August 2011 - Present
Smalltown Records September 2011 - Present
Morgan Stanley Private Wealth Management June 2013 - August 2013
Vivorté, Inc June 2012 - August 2012
Skills
Leadership, Management, Music Production, Studio Recording, Biology, Research, Social Media, Python, Grant Writing, Social Skills, Start-ups, Pro Tools, Spanish, Medical Devices, Organizational Behavior, Event Management, Project Management, Budgets, Music Creation, Team Leadership, Social Networking, Logic Pro, Live Sound, Singing, Microsoft Office, Marketing, Marketing Strategy, Business Planning, Japanese culture, R, Data Analysis
Education
Duke University 2011 — 2015
Bachelor of Science (BS), Molecular Biology
Temple University in Japan 2013 — 2013
Annissa Kreidler's Morgan Stanley Private Wealth Management Experience January 2012 - February 2014
Job Senior Internal Wholesaler at BNY Mellon Dreyfus
Industry Financial Services
Experience
BNY Mellon Investment Management - Dreyfus March 2014 - August 2015
Morgan Stanley Private Wealth Management January 2012 - February 2014
Ray Meyer Fitness and Recreation Center April 2008 - August 2012
Morgan Stanley Smith Barney June 2008 - December 2011
DePaul University Treasurer’s Office April 2008 - August 2008
Skills
Series 7, Series 63, Wealth Management, Investments, Private Client Services, FINRA, High Net Worth..., Alternative Investments, Series 65, Private Clients, Investment Advisory, Financial Analysis, Korean, Investment Strategies
Education
DePaul University 2005 — 2009
Bachelor of Science, Finance with Minor in Accounting
BNY Mellon Investment Management - Dreyfus March 2014 - August 2015
Morgan Stanley Private Wealth Management January 2012 - February 2014
Ray Meyer Fitness and Recreation Center April 2008 - August 2012
Morgan Stanley Smith Barney June 2008 - December 2011
DePaul University Treasurer’s Office April 2008 - August 2008
Skills
Series 7, Series 63, Wealth Management, Investments, Private Client Services, FINRA, High Net Worth..., Alternative Investments, Series 65, Private Clients, Investment Advisory, Financial Analysis, Korean, Investment Strategies
Education
DePaul University 2005 — 2009
Bachelor of Science, Finance with Minor in Accounting
Dom Kalil's Morgan Stanley Private Wealth Management Experience October 1994 - December 2011
Job Motivational Speaker / Corporate Trainer at Kiai Communications LLC
Industry Management Consulting
Experience
Kiai Communications LLC April 2006 - Present
Morgan Stanley Private Wealth Management October 1994 - December 2011
Shearson Lehman Hutton Inc January 1988 - October 1994
Skills
Management, Leadership, Training, Customer Service, Strategic Planning, Microsoft Office, Team Building, Coaching, Public Speaking, Sales, Strategy, Consulting, Entrepreneurship, Mentoring, Human Resources, Team Leadership, Direct Sales, Finance, Networking, Motivational Speaking
Education
Babson College 1981 — 1986
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Boston University - School of Management 1974 — 1978
Bachelor of Business Administration (BBA), Finance & Marketing
Kiai Communications LLC April 2006 - Present
Morgan Stanley Private Wealth Management October 1994 - December 2011
Shearson Lehman Hutton Inc January 1988 - October 1994
Skills
Management, Leadership, Training, Customer Service, Strategic Planning, Microsoft Office, Team Building, Coaching, Public Speaking, Sales, Strategy, Consulting, Entrepreneurship, Mentoring, Human Resources, Team Leadership, Direct Sales, Finance, Networking, Motivational Speaking
Education
Babson College 1981 — 1986
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services
Boston University - School of Management 1974 — 1978
Bachelor of Business Administration (BBA), Finance & Marketing
Jacob Horowitz Jacob Horowitz's Morgan Stanley Private Wealth Management Experience January 2015 - May 2015
Job Incoming Advisory Associate at PwC
Industry Management Consulting
Experience
Dobbs University Center September 2012 - Present
PwC June 2015 - August 2015
Morgan Stanley Private Wealth Management January 2015 - May 2015
The White House May 2014 - August 2014
URJ Crane Lake Camp June 2012 - August 2013
Skills
Leadership, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, Research, Public Speaking, Data Analysis, Event Planning, Management, Facebook, Financial Analysis, Government, Strategy
Education
Emory University - Goizueta Business School 2014 — 2016
Strategy and Management Consulting and Finance
Emory University 2012 — 2016
Bachelor of Business Administration (B.B.A.)
Dobbs University Center September 2012 - Present
PwC June 2015 - August 2015
Morgan Stanley Private Wealth Management January 2015 - May 2015
The White House May 2014 - August 2014
URJ Crane Lake Camp June 2012 - August 2013
Skills
Leadership, PowerPoint, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, Research, Public Speaking, Data Analysis, Event Planning, Management, Facebook, Financial Analysis, Government, Strategy
Education
Emory University - Goizueta Business School 2014 — 2016
Strategy and Management Consulting and Finance
Emory University 2012 — 2016
Bachelor of Business Administration (B.B.A.)
Jake Huff Jake Huff's Morgan Stanley Private Wealth Management Experience May 2013 - August 2013
Job Student at IE Business School
Industry Financial Services
Experience
UBS Wealth Management August 2015 - Present
UBS Wealth Management May 2014 - August 2014
Morgan Stanley Private Wealth Management May 2013 - August 2013
W.R. Huff Asset Management May 2010 - August 2012
Skills
Finance, Research, Microsoft Excel, Customer Service, Microsoft Office, Financial Modeling, PowerPoint, Equities, English, Microsoft Word, Windows, Outlook, Photoshop, HTML
Education
IE Business School 2014 — 2015
Master's Degree, Finance
Duke University 2010 — 2014
Bachelor of Science (BS), Economics
Delbarton School 2006 — 2010
High School
UBS Wealth Management August 2015 - Present
UBS Wealth Management May 2014 - August 2014
Morgan Stanley Private Wealth Management May 2013 - August 2013
W.R. Huff Asset Management May 2010 - August 2012
Skills
Finance, Research, Microsoft Excel, Customer Service, Microsoft Office, Financial Modeling, PowerPoint, Equities, English, Microsoft Word, Windows, Outlook, Photoshop, HTML
Education
IE Business School 2014 — 2015
Master's Degree, Finance
Duke University 2010 — 2014
Bachelor of Science (BS), Economics
Delbarton School 2006 — 2010
High School
Nickolas Abrarpour's Morgan Stanley Private Wealth Management Experience February 2013 - May 2014
Job Sales Associate at Morgan Stanley Private Wealth Management
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management February 2013 - May 2014
JPMorgan Chase May 2012 - February 2013
Merrill Lynch December 2011 - May 2012
Bentley Investment Group January 2010 - May 2012
Espirito Santo Bank June 2011 - August 2011
Conade Distribuidora Produtos Eletrônicos June 2010 - August 2010
Proex Trading, Inc., Electronics Import/Export Company June 2009 - August 2009
North Rio Electronics., Brazilian Electronics Store July 2008 - August 2008
Skills
Quantitative Analysis, Financial Modeling, Bloomberg, Fixed Income, Equities, Quantitative Analytics, Microsoft Excel, Valuation, Equity Research, Investments, Portfolio Management
Education
Bentley University 2008 — 2012
Bachelors of Science, Finance
Palmer Trinity School 2003 — 2008
Morgan Stanley Private Wealth Management February 2013 - May 2014
JPMorgan Chase May 2012 - February 2013
Merrill Lynch December 2011 - May 2012
Bentley Investment Group January 2010 - May 2012
Espirito Santo Bank June 2011 - August 2011
Conade Distribuidora Produtos Eletrônicos June 2010 - August 2010
Proex Trading, Inc., Electronics Import/Export Company June 2009 - August 2009
North Rio Electronics., Brazilian Electronics Store July 2008 - August 2008
Skills
Quantitative Analysis, Financial Modeling, Bloomberg, Fixed Income, Equities, Quantitative Analytics, Microsoft Excel, Valuation, Equity Research, Investments, Portfolio Management
Education
Bentley University 2008 — 2012
Bachelors of Science, Finance
Palmer Trinity School 2003 — 2008
Erik Matthew Rodriguez Erik Matthew Rodriguez's Morgan Stanley Private Wealth Management Experience June 2012 - July 2012
Job Legal Intern at WorldQuant LLC
Industry Higher Education
Experience
WorldQuant LLC May 2014 - Present
Latin American Law Society at Fordham School of Law September 2013 - November 2013
Florida State University International Programs May 2013 - August 2013
Morgan Stanley Private Wealth Management June 2012 - July 2012
Waddell & Reed November 2011 - February 2012
AA Uniforms Summer 2009 May 2011 - August 2011
Smoothie King Summer 2008 June 2008 - September 2008
Skills
Spanish, Research, Microsoft Excel, Public Speaking, Investments, PowerPoint, Finance, Sales, Financial Analysis, Economics, Leadership, Time Management, Data Analysis, Market Research, Business Planning, Brazilian Portuguese, Microsoft Office, Microsoft Word, Teamwork, Legal Research
Education
Fordham University School of Law 2013 — 2016
Juris Doctor, Banking, Corporate, Finance, and Securities Law
Florida State University 2009 — 2013
Bachelors of Science, Finance and International Affairs
WorldQuant LLC May 2014 - Present
Latin American Law Society at Fordham School of Law September 2013 - November 2013
Florida State University International Programs May 2013 - August 2013
Morgan Stanley Private Wealth Management June 2012 - July 2012
Waddell & Reed November 2011 - February 2012
AA Uniforms Summer 2009 May 2011 - August 2011
Smoothie King Summer 2008 June 2008 - September 2008
Skills
Spanish, Research, Microsoft Excel, Public Speaking, Investments, PowerPoint, Finance, Sales, Financial Analysis, Economics, Leadership, Time Management, Data Analysis, Market Research, Business Planning, Brazilian Portuguese, Microsoft Office, Microsoft Word, Teamwork, Legal Research
Education
Fordham University School of Law 2013 — 2016
Juris Doctor, Banking, Corporate, Finance, and Securities Law
Florida State University 2009 — 2013
Bachelors of Science, Finance and International Affairs
Orlando Lescano's Morgan Stanley Private Wealth Management Experience August 2014 - Present
Job Morgan Stanley / Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management August 2014 - Present
BB&T Investment Services February 2014 - August 2014
VectorGlobal Wealth Management Group September 2009 - February 2014
Standard Chartered Bank July 2007 - August 2009
American Express Private Bank September 2003 - July 2007
Pharmacia SELO, Inc. December 2000 - May 2003
American Express Bank Int'l April 1998 - November 2000
Coutts & Co Private Bank February 1996 - March 1998
Skills
Private Banking, Investment Advisory, Portfolio Management, Financial Markets, Fixed Income, Financial Analysis, Asset Managment, Equities, Wealth Management, Risk Management, Asset Management, Microsoft Office, Uniform Combined State..., Capital Markets, Banking, Corporate Finance, Investment Banking, AML, Customer Service, Credit, Investments, Financial Modeling, Commercial Banking, Spanish, Securities, Bloomberg, Bonds, Structured Products, Derivatives, Trading, Emerging Markets, Anti Money Laundering
Education
Florida International University
Bachelors, Finance
Morgan Stanley Private Wealth Management August 2014 - Present
BB&T Investment Services February 2014 - August 2014
VectorGlobal Wealth Management Group September 2009 - February 2014
Standard Chartered Bank July 2007 - August 2009
American Express Private Bank September 2003 - July 2007
Pharmacia SELO, Inc. December 2000 - May 2003
American Express Bank Int'l April 1998 - November 2000
Coutts & Co Private Bank February 1996 - March 1998
Skills
Private Banking, Investment Advisory, Portfolio Management, Financial Markets, Fixed Income, Financial Analysis, Asset Managment, Equities, Wealth Management, Risk Management, Asset Management, Microsoft Office, Uniform Combined State..., Capital Markets, Banking, Corporate Finance, Investment Banking, AML, Customer Service, Credit, Investments, Financial Modeling, Commercial Banking, Spanish, Securities, Bloomberg, Bonds, Structured Products, Derivatives, Trading, Emerging Markets, Anti Money Laundering
Education
Florida International University
Bachelors, Finance
Blair Vorsatz Blair Vorsatz's Morgan Stanley Private Wealth Management Experience May 2011 - August 2011
Job Graduate Associate, Financial Institution Supervision Group at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York June 2015 - August 2015
Center for American Progress June 2014 - August 2014
Sterling Stamos Capital Management May 2013 - July 2013
Elfenworks, In Harmony With Hope May 2013 - July 2013
TurnMark Capital May 2012 - June 2012
Morgan Stanley Private Wealth Management May 2011 - August 2011
United States Senate January 2011 - April 2011
J.P. Morgan July 2010 - July 2010
Skills
Analysis, Policy, Management, Research, International Relations, Editing, Microsoft Office, Microsoft Excel, Policy Analysis, PowerPoint, Data Analysis, Public Speaking
Education
Harvard University 2014 — 2016
Master of Arts (MA), Regional Studies: East Asia
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), Economics; Chinese, GPA: 4.0 / 4.0
London School of Economics and Political Science 2013 — 2013
International Political Economy, Summer School, GPA: 4.0 / 4.0
East China Normal University 2012 — 2012
Chinese Language and Literature, GPA: 4.0 / 4.0
Beijing Normal University 2012 — 2012
Chinese Language and Literature, GPA: 4.0 / 4.0
Federal Reserve Bank of New York June 2015 - August 2015
Center for American Progress June 2014 - August 2014
Sterling Stamos Capital Management May 2013 - July 2013
Elfenworks, In Harmony With Hope May 2013 - July 2013
TurnMark Capital May 2012 - June 2012
Morgan Stanley Private Wealth Management May 2011 - August 2011
United States Senate January 2011 - April 2011
J.P. Morgan July 2010 - July 2010
Skills
Analysis, Policy, Management, Research, International Relations, Editing, Microsoft Office, Microsoft Excel, Policy Analysis, PowerPoint, Data Analysis, Public Speaking
Education
Harvard University 2014 — 2016
Master of Arts (MA), Regional Studies: East Asia
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), Economics; Chinese, GPA: 4.0 / 4.0
London School of Economics and Political Science 2013 — 2013
International Political Economy, Summer School, GPA: 4.0 / 4.0
East China Normal University 2012 — 2012
Chinese Language and Literature, GPA: 4.0 / 4.0
Beijing Normal University 2012 — 2012
Chinese Language and Literature, GPA: 4.0 / 4.0
Matthew LaPaglia Matthew LaPaglia's Morgan Stanley Private Wealth Management Experience October 2012 - Present
Job Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management October 2012 - Present
Cambridge Associates July 2010 - June 2012
Cambridge Associates February 2008 - July 2010
State Street Bank April 2007 - February 2008
State Street Bank July 2004 - April 2007
Skills
Thomson Datastream, Dealogic, Microsoft Excel, Blomberg L.P., FactSet Research Systems, Barclays Point, BofA Merrill Lynch..., J.P. Morgan...
Education
Colby College 2000 — 2004
BA, Geology
Delbarton High School 1996 — 2000
Morgan Stanley Private Wealth Management October 2012 - Present
Cambridge Associates July 2010 - June 2012
Cambridge Associates February 2008 - July 2010
State Street Bank April 2007 - February 2008
State Street Bank July 2004 - April 2007
Skills
Thomson Datastream, Dealogic, Microsoft Excel, Blomberg L.P., FactSet Research Systems, Barclays Point, BofA Merrill Lynch..., J.P. Morgan...
Education
Colby College 2000 — 2004
BA, Geology
Delbarton High School 1996 — 2000
Scot B. Wilks, CFP®'s Morgan Stanley Private Wealth Management Experience June 2006 - September 2006
Job Financial Consultant at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments February 2013 - Present
Fidelity Investments January 2012 - January 2013
Moors & Cabot December 2007 - January 2012
Edwards Angell Palmer & Dodge LLP August 2007 - December 2007
Morgan Stanley Private Wealth Management June 2006 - September 2006
College Pro April 2004 - September 2005
Skills
Retirement Planning, Market Analysis, Wealth Management, Fixed Income, ETFs, Strategic Financial..., Estate Planning
Education
Bates College 2003 — 2007
BA, English; Economics; Major
Charles University
Czech; Central European Languages, Literature, Economics, Politics, and Architecture
Fidelity Investments February 2013 - Present
Fidelity Investments January 2012 - January 2013
Moors & Cabot December 2007 - January 2012
Edwards Angell Palmer & Dodge LLP August 2007 - December 2007
Morgan Stanley Private Wealth Management June 2006 - September 2006
College Pro April 2004 - September 2005
Skills
Retirement Planning, Market Analysis, Wealth Management, Fixed Income, ETFs, Strategic Financial..., Estate Planning
Education
Bates College 2003 — 2007
BA, English; Economics; Major
Charles University
Czech; Central European Languages, Literature, Economics, Politics, and Architecture
Paul Stam Paul Stam's Morgan Stanley Private Wealth Management Experience June 2005 - Present
Job Executive Director at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Langford Press April 2012 - Present
Golden Gate University School of Law September 2005 - Present
Morgan Stanley Private Wealth Management June 2005 - Present
Bank of America January 2000 - June 2005
South Coast Repertory 2001 - 2005
Kring & Brown September 1993 - January 2000
Chase, Rotchford, Drukker & Bogust December 1991 - September 1993
Skills
Estate Planning, Financial Planning, Tax, Succession Planning, Series 7, Series 24, Series 63, Wealth Management, Securities, Alternative Investments, Equities, Strategic Financial..., Portfolio Management, Investments, Trusts, Wealth, Finance, Asset Management, Litigation
Education
College for Financial Planning 2002 — 2004
MS, Master of Science - Financial Planning
Golden Gate University, School of Law 1998 — 1999
LL.M. (with honors), Master of Laws - Taxation
Western State University College of Law 1987 — 1991
JD (cum laude), Law
University of California, Irvine 1983 — 1987
Bachelor of Arts, English
Langford Press April 2012 - Present
Golden Gate University School of Law September 2005 - Present
Morgan Stanley Private Wealth Management June 2005 - Present
Bank of America January 2000 - June 2005
South Coast Repertory 2001 - 2005
Kring & Brown September 1993 - January 2000
Chase, Rotchford, Drukker & Bogust December 1991 - September 1993
Skills
Estate Planning, Financial Planning, Tax, Succession Planning, Series 7, Series 24, Series 63, Wealth Management, Securities, Alternative Investments, Equities, Strategic Financial..., Portfolio Management, Investments, Trusts, Wealth, Finance, Asset Management, Litigation
Education
College for Financial Planning 2002 — 2004
MS, Master of Science - Financial Planning
Golden Gate University, School of Law 1998 — 1999
LL.M. (with honors), Master of Laws - Taxation
Western State University College of Law 1987 — 1991
JD (cum laude), Law
University of California, Irvine 1983 — 1987
Bachelor of Arts, English
Brian C. Hartlage Brian C. Hartlage's Morgan Stanley Private Wealth Management Experience January 2014 - April 2015
Job Dish Corporate
Industry Telecommunications
Experience
Dish Network May 2015 - Present
Morgan Stanley Private Wealth Management January 2014 - April 2015
Skills
Series 7, Microsoft Excel, Investments, Microsoft Office, Financial Analysis, Series 66
Education
Florida Gulf Coast University 2008 — 2012
Bachelor's degree, Finance
Jesuit High School Tampa 2004 — 2008
Dish Network May 2015 - Present
Morgan Stanley Private Wealth Management January 2014 - April 2015
Skills
Series 7, Microsoft Excel, Investments, Microsoft Office, Financial Analysis, Series 66
Education
Florida Gulf Coast University 2008 — 2012
Bachelor's degree, Finance
Jesuit High School Tampa 2004 — 2008
robert paulsen robert paulsen's Morgan Stanley Private Wealth Management Experience June 1999 - June 2002
Job captain at Boeing
Industry Aviation & Aerospace
Experience
Boeing June 2002 - Present
Morgan Stanley Private Wealth Management June 1999 - June 2002
Sears, Roebuck and Co. 1981 - 1998
Emery Air Charter 1979 - 1981
Bell Helicopter 1977 - 1979
Brown & Lambrecht Earthmovers 1975 - 1977
Education
Embry-Riddle Aeronautical University
Bachelor's degree, Aviation Management
Boeing June 2002 - Present
Morgan Stanley Private Wealth Management June 1999 - June 2002
Sears, Roebuck and Co. 1981 - 1998
Emery Air Charter 1979 - 1981
Bell Helicopter 1977 - 1979
Brown & Lambrecht Earthmovers 1975 - 1977
Education
Embry-Riddle Aeronautical University
Bachelor's degree, Aviation Management
Darcy Koke Darcy Koke's Morgan Stanley Private Wealth Management Experience 1999 - 2002
Job BROKER OWNER at STARBOARD REAL ESTATE CO.
Industry Real Estate
Experience
STARBOARD REAL ESTATE CO. May 2015 - Present
QUANTUM REALTY ADVISORS 2007 - 2012
Chase 2004 - 2006
Morgan Stanley Private Wealth Management 1999 - 2002
Fidelity Capital Partners 1998 - 1999
Skills
Real Estate, Sellers, First Time Home Buyers, Investment Properties, Short Sales, Real Estate Transactions, Listings
Education
Dowling College
Bachelor's degree, Finance and Financial Management Services
STARBOARD REAL ESTATE CO. May 2015 - Present
QUANTUM REALTY ADVISORS 2007 - 2012
Chase 2004 - 2006
Morgan Stanley Private Wealth Management 1999 - 2002
Fidelity Capital Partners 1998 - 1999
Skills
Real Estate, Sellers, First Time Home Buyers, Investment Properties, Short Sales, Real Estate Transactions, Listings
Education
Dowling College
Bachelor's degree, Finance and Financial Management Services
Philip Choi Philip Choi's Morgan Stanley Private Wealth Management Experience September 2011 - May 2012
Job Client Partner at Knowledgent
Industry Banking
Experience
Knowledgent January 2015 - Present
Knowledgent Group June 2012 - Present
Morgan Stanley Private Wealth Management September 2011 - May 2012
Princeton Information 2011 - 2011
Skills
Business Analysis, Management Consulting, Capital Markets, Integration, Fixed Income, Project Management, Software Project..., IT Strategy, Business Process, Business Process..., PMO, Requirements Gathering, Risk Management, Financial Services, SDLC, Vendor Management
Education
Harvard University 1998 — 1998
Executive Course, Public Policy Analysis
Carnegie Mellon University
Dwight Englewood
Fordham University
Bachelor of Arts (B.A.), Economics
Knowledgent January 2015 - Present
Knowledgent Group June 2012 - Present
Morgan Stanley Private Wealth Management September 2011 - May 2012
Princeton Information 2011 - 2011
Skills
Business Analysis, Management Consulting, Capital Markets, Integration, Fixed Income, Project Management, Software Project..., IT Strategy, Business Process, Business Process..., PMO, Requirements Gathering, Risk Management, Financial Services, SDLC, Vendor Management
Education
Harvard University 1998 — 1998
Executive Course, Public Policy Analysis
Carnegie Mellon University
Dwight Englewood
Fordham University
Bachelor of Arts (B.A.), Economics
Sebastian Barreneche Sebastian Barreneche's Morgan Stanley Private Wealth Management Experience September 2012 - September 2014
Job Analyst at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management September 2012 - September 2014
Merrill Lynch February 2012 - September 2012
Merrill Lynch September 2011 - December 2011
Student Managed Investment Fund June 2011 - December 2011
Northwestern Mutual May 2011 - August 2011
USA Granite January 2008 - December 2009
Skills
Investments, Finance, Portfolio Management, Financial Analysis, Asset Managment, Equities, Investment Strategies, Series 7, Mutual Funds, Banking, Wealth Management, Asset Management, Credit, Securities, Financial Risk, Trading, Strategic Financial..., Hedge Funds, Fixed Income
Education
Barry University 2008 — 2011
Double Major, Finance & International Business, Business Administration
Morgan Stanley Private Wealth Management September 2012 - September 2014
Merrill Lynch February 2012 - September 2012
Merrill Lynch September 2011 - December 2011
Student Managed Investment Fund June 2011 - December 2011
Northwestern Mutual May 2011 - August 2011
USA Granite January 2008 - December 2009
Skills
Investments, Finance, Portfolio Management, Financial Analysis, Asset Managment, Equities, Investment Strategies, Series 7, Mutual Funds, Banking, Wealth Management, Asset Management, Credit, Securities, Financial Risk, Trading, Strategic Financial..., Hedge Funds, Fixed Income
Education
Barry University 2008 — 2011
Double Major, Finance & International Business, Business Administration
Marla Napurano's Morgan Stanley Private Wealth Management Experience June 2013 - Present
Job Sr. Sales Associate at Morgan Stanley Private Wealth Management
Industry Capital Markets
Experience
Morgan Stanley Private Wealth Management June 2013 - Present
Morgan Stanley Investment Management June 2007 - June 2013
Skills
Series 7, Series 66, EMT
Education
Boston University 2002 — 2007
BS, Business Administration with concentrations in Finance and Organizational Behavior
Kent Place 1992 — 2002
Morgan Stanley Private Wealth Management June 2013 - Present
Morgan Stanley Investment Management June 2007 - June 2013
Skills
Series 7, Series 66, EMT
Education
Boston University 2002 — 2007
BS, Business Administration with concentrations in Finance and Organizational Behavior
Kent Place 1992 — 2002
Phoebe McCarthy's Morgan Stanley Private Wealth Management Experience June 2011 - Present
Job Sales Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management June 2011 - Present
Isaac Mizrahi Ready Made LLC June 2010 - August 2010
Big Brothers Big Sisters of Massachusetts Bay May 2009 - August 2009
Sandy Hillman Communications May 2008 - August 2008
Skills
Public Relations, Event Planning, Social Media, Microsoft Excel, PowerPoint, Facebook, Microsoft Office, Series 63, Sales, Research
Education
Bowdoin College 2007 — 2011
Trinity College Rome Campus
Bryn Mawr School for Girls
Morgan Stanley Private Wealth Management June 2011 - Present
Isaac Mizrahi Ready Made LLC June 2010 - August 2010
Big Brothers Big Sisters of Massachusetts Bay May 2009 - August 2009
Sandy Hillman Communications May 2008 - August 2008
Skills
Public Relations, Event Planning, Social Media, Microsoft Excel, PowerPoint, Facebook, Microsoft Office, Series 63, Sales, Research
Education
Bowdoin College 2007 — 2011
Trinity College Rome Campus
Bryn Mawr School for Girls
Ron Bensadon Ron Bensadon's Morgan Stanley Private Wealth Management Experience May 2014 - Present
Job Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management May 2014 - Present
Ross Stores, Inc. June 2013 - May 2014
Duferco June 2012 - July 2012
Grupo Cadarso May 2011 - July 2011
Lux Bond & Green September 2010 - December 2010
Richemont Iberia July 2010 - August 2010
Skills
Microsoft Office, Watches, Retail, Sales, Product Development, Bloomberg, Oracle Discoverer, SAP, Minitab, Apple Software, Soccer, Tennis, Analysis, Public Relations, Microsoft Excel, Market Analysis, Management
Education
Babson College 2009 — 2013
Bachelor, Entrepreneurship, Global Business Management, and Retail & Supply Chain Management
Singapore Management University 2011 — 2011
Bachelor, Business Administration, International Business
Morgan Stanley Private Wealth Management May 2014 - Present
Ross Stores, Inc. June 2013 - May 2014
Duferco June 2012 - July 2012
Grupo Cadarso May 2011 - July 2011
Lux Bond & Green September 2010 - December 2010
Richemont Iberia July 2010 - August 2010
Skills
Microsoft Office, Watches, Retail, Sales, Product Development, Bloomberg, Oracle Discoverer, SAP, Minitab, Apple Software, Soccer, Tennis, Analysis, Public Relations, Microsoft Excel, Market Analysis, Management
Education
Babson College 2009 — 2013
Bachelor, Entrepreneurship, Global Business Management, and Retail & Supply Chain Management
Singapore Management University 2011 — 2011
Bachelor, Business Administration, International Business
Cynthia Killion Cynthia Killion's Morgan Stanley Private Wealth Management Experience December 2013 - March 2014
Job Brown Brothers Harriman & Co.
Industry Financial Services
Experience
Brown Brothers Harriman August 2014 - Present
Morgan Stanley Private Wealth Management December 2013 - March 2014
Barclays Investment Bank May 2012 - October 2013
Bank of America April 2010 - October 2011
Bank of America April 2010 - August 2010
Merrill Lynch Trust Company March 1994 - September 2008
Ogden Corporation February 1984 - December 1989
E.F. Hutton, Inc January 1983 - February 1984
Skills
Securities, Corporate Governance, Asset Managment, Corporate Law, Series 7, Risk Management, Wealth Management, Trust Services, Corporate Finance, Financial Services, Mergers, Equities, Public Speaking, Investments, Financial Risk, Change Management, Mergers & Acquisitions, Management, Due Diligence, Asset Management
Education
Bowling Green State University
BA, Business Administration
Brown Brothers Harriman August 2014 - Present
Morgan Stanley Private Wealth Management December 2013 - March 2014
Barclays Investment Bank May 2012 - October 2013
Bank of America April 2010 - October 2011
Bank of America April 2010 - August 2010
Merrill Lynch Trust Company March 1994 - September 2008
Ogden Corporation February 1984 - December 1989
E.F. Hutton, Inc January 1983 - February 1984
Skills
Securities, Corporate Governance, Asset Managment, Corporate Law, Series 7, Risk Management, Wealth Management, Trust Services, Corporate Finance, Financial Services, Mergers, Equities, Public Speaking, Investments, Financial Risk, Change Management, Mergers & Acquisitions, Management, Due Diligence, Asset Management
Education
Bowling Green State University
BA, Business Administration
Ailyn Llopis Ailyn Llopis's Morgan Stanley Private Wealth Management Experience February 2015 - Present
Job Senior Client Service Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management February 2015 - Present
RBC Wealth Management – Private Banking December 2013 - January 2015
RBC Wealth Management – Private Banking July 2011 - December 2014
RBC Wealth Management - Private Banking July 2006 - July 2011
Skills
Commodity, Operational Risk, Wealth, Asset Allocation, Business Acquisition, Banking, Wealth Management, Payments, Credit, Private Banking, Loans, Investments, Portfolio Management, Financial Services, Microsoft Excel, Customer Service
Education
Florida International University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Major: International Business, Graduated with Honors
Miami Dade College 2008 — 2010
Associate of Arts (A.A.), Business Administration
Morgan Stanley Private Wealth Management February 2015 - Present
RBC Wealth Management – Private Banking December 2013 - January 2015
RBC Wealth Management – Private Banking July 2011 - December 2014
RBC Wealth Management - Private Banking July 2006 - July 2011
Skills
Commodity, Operational Risk, Wealth, Asset Allocation, Business Acquisition, Banking, Wealth Management, Payments, Credit, Private Banking, Loans, Investments, Portfolio Management, Financial Services, Microsoft Excel, Customer Service
Education
Florida International University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Major: International Business, Graduated with Honors
Miami Dade College 2008 — 2010
Associate of Arts (A.A.), Business Administration
Racquel Domingo Racquel Domingo's Morgan Stanley Private Wealth Management Experience April 2015 - Present
Job Registered Senior Client Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management April 2015 - Present
Morgan Stanley Private Wealth Management March 2015 - Present
Merrill Lynch Private Wealth Management February 1981 - April 2015
Skills
Banking, Wealth Management, Series 7, Mutual Funds, Securities, Retirement Planning, Fixed Income, Equities, Investments, Financial Services, Portfolio Management, Credit, Asset Management, Strategic Financial..., Loans, Series 63
Education
National College of Business and Arts 1973 — 1978
Bachelor of Science in Business Administration , Cum Laude, Degree in Accounting
Morgan Stanley Private Wealth Management April 2015 - Present
Morgan Stanley Private Wealth Management March 2015 - Present
Merrill Lynch Private Wealth Management February 1981 - April 2015
Skills
Banking, Wealth Management, Series 7, Mutual Funds, Securities, Retirement Planning, Fixed Income, Equities, Investments, Financial Services, Portfolio Management, Credit, Asset Management, Strategic Financial..., Loans, Series 63
Education
National College of Business and Arts 1973 — 1978
Bachelor of Science in Business Administration , Cum Laude, Degree in Accounting
Margaret Money Margaret Money's Morgan Stanley Private Wealth Management Experience July 2012 - August 2012
Job Student at University of Southern California
Industry
Experience
Brigham Young University September 2014 - April 2015
Harbor View Swim Team May 2014 - August 2014
Marketing of Modernity: Patterns of Contemporary Life November 2013 - December 2013
Bohm Matsen, LLP June 2013 - August 2013
Morgan Stanley Private Wealth Management July 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Social Media, Research, Teamwork, Social Networking, Teaching, Data Analysis
Education
University of Southern California 2015 — 2016
Master’s Degree, Masters in Teaching
Brigham Young University 2010 — 2015
Bachelor's Degree, Art History and Curatorial Studies; Minor: Business Management
Brigham Young University September 2014 - April 2015
Harbor View Swim Team May 2014 - August 2014
Marketing of Modernity: Patterns of Contemporary Life November 2013 - December 2013
Bohm Matsen, LLP June 2013 - August 2013
Morgan Stanley Private Wealth Management July 2012 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Word, Microsoft Excel, Customer Service, Social Media, Research, Teamwork, Social Networking, Teaching, Data Analysis
Education
University of Southern California 2015 — 2016
Master’s Degree, Masters in Teaching
Brigham Young University 2010 — 2015
Bachelor's Degree, Art History and Curatorial Studies; Minor: Business Management
Patrick Keogh's Morgan Stanley Private Wealth Management Experience July 2008 - August 2008
Job Municipal Research Associate at Eaton Vance
Industry Financial Services
Experience
Eaton Vance March 2014 - Present
State Street May 2013 - March 2014
State Street Bank August 2011 - May 2013
State Street Bank June 2010 - August 2011
Commonwealth of Massachusetts - Division of Banks February 2010 - April 2010
Morgan Stanley Private Wealth Management July 2008 - August 2008
Skills
Municipal Bonds, Credit Analysis, Fixed Income Analysis, Interest Rate Risk..., Business Analysis, Financial Reporting, Strategic Planning, Bloomberg, Stress Testing, CCAR, Process Improvement, Excel Dashboards, Essbase, Khalix, Quantitave Risk..., Oracle E-Business Suite, Intex, Basel I, Basel II, Basel III
Education
Boston College 2007 — 2011
Bachelor of Science (B.S.), Double Major: Economics and Management, Concentration: Finance
Eaton Vance March 2014 - Present
State Street May 2013 - March 2014
State Street Bank August 2011 - May 2013
State Street Bank June 2010 - August 2011
Commonwealth of Massachusetts - Division of Banks February 2010 - April 2010
Morgan Stanley Private Wealth Management July 2008 - August 2008
Skills
Municipal Bonds, Credit Analysis, Fixed Income Analysis, Interest Rate Risk..., Business Analysis, Financial Reporting, Strategic Planning, Bloomberg, Stress Testing, CCAR, Process Improvement, Excel Dashboards, Essbase, Khalix, Quantitave Risk..., Oracle E-Business Suite, Intex, Basel I, Basel II, Basel III
Education
Boston College 2007 — 2011
Bachelor of Science (B.S.), Double Major: Economics and Management, Concentration: Finance
Alex Gas Alex Gas's Morgan Stanley Private Wealth Management Experience September 2014 - Present
Job Sr. Project Manager at Morgan Stanley Private Wealth Management
Industry Banking
Experience
Morgan Stanley Private Wealth Management September 2014 - Present
Marsh (Cognizant) November 2013 - August 2014
ABI TS (Clients: (N)Arasa Trends / MGNYConsulting) April 2013 - November 2013
Credit Suisse 2011 - March 2013
Royal Bank of Scotland April 2007 - April 2011
ABN AMRO Bank N.V. April 2007 - April 2008
Thomson Reuters 2006 - 2007
Tradition North America, Inc 2006 - 2006
Christie's 2005 - 2006
Legend Business Solutions 2005 - 2005
Skills
SDLC, Agile Project Management, Software Project..., Enterprise Architecture, Agile Methodologies, Enterprise Software, Vendor Management, Scrum, Project Management, Management, Business Analysis, Requirements Gathering, Requirements Analysis, Data Warehousing, Equities, Electronic Trading, Business Intelligence, C#, Microsoft SQL Server, Data Modeling, IT Strategy, .NET, SQL, IT Management, IT Service Management, Software Development, SOA, Systems Analysis, Software Engineering, Software Design, Team Leadership, Trading Systems, Web Services, Integration, Cross-functional Team..., ASP.NET, Derivatives, Risk Management, Database Design, Sybase, PMP, Change Management, Trading, Data Mining, Agile For Globally..., Scrum Coach, Program Management, Business Process, Information Technology
Education
Moscow State Technological University "Stankin" 1986 — 1994
Combined Master Degree, Computer science / Engeneering
COPE Institute 1994 — 1995
RDBMS
Morgan Stanley Private Wealth Management September 2014 - Present
Marsh (Cognizant) November 2013 - August 2014
ABI TS (Clients: (N)Arasa Trends / MGNYConsulting) April 2013 - November 2013
Credit Suisse 2011 - March 2013
Royal Bank of Scotland April 2007 - April 2011
ABN AMRO Bank N.V. April 2007 - April 2008
Thomson Reuters 2006 - 2007
Tradition North America, Inc 2006 - 2006
Christie's 2005 - 2006
Legend Business Solutions 2005 - 2005
Skills
SDLC, Agile Project Management, Software Project..., Enterprise Architecture, Agile Methodologies, Enterprise Software, Vendor Management, Scrum, Project Management, Management, Business Analysis, Requirements Gathering, Requirements Analysis, Data Warehousing, Equities, Electronic Trading, Business Intelligence, C#, Microsoft SQL Server, Data Modeling, IT Strategy, .NET, SQL, IT Management, IT Service Management, Software Development, SOA, Systems Analysis, Software Engineering, Software Design, Team Leadership, Trading Systems, Web Services, Integration, Cross-functional Team..., ASP.NET, Derivatives, Risk Management, Database Design, Sybase, PMP, Change Management, Trading, Data Mining, Agile For Globally..., Scrum Coach, Program Management, Business Process, Information Technology
Education
Moscow State Technological University "Stankin" 1986 — 1994
Combined Master Degree, Computer science / Engeneering
COPE Institute 1994 — 1995
RDBMS
Gerald McCabe's Morgan Stanley Private Wealth Management Experience January 2009 - September 2014
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch September 2014 - Present
Morgan Stanley Private Wealth Management January 2009 - September 2014
Citigroup Smith Barney - Citi Family Office October 2000 - January 2009
Wachovia (formerly Prudential Securities) March 1998 - October 2000
Skills
Asset Allocation, Asset Managment, Investments, Mutual Funds, Financial Modeling, Valuation, Financial Analysis, Microsoft Office, Due Diligence, Customer Service, Portfolio Management, Strategic Financial..., Small Business, Investment Strategies, Wealth Management, Series 7, Securities, Series 63, Investment Advisory, Financial Advisory, Alternative Investments, Asset Management, Fixed Income, Series 65, Hedge Funds, Uniform Combined State..., Separately Managed..., Retirement Planning, FINRA, 401k, ETFs, Bloomberg, Equities, Financial Services, Retirement, Wealth, Wealth Management..., Trading, Financial Planning
Education
Chaminade University of Honolulu 1992 — 1996
Bachelor of Arts (B.A.), International Trade & Finance / Political Science & History
Palatine High School 1988 — 1992
Merrill Lynch September 2014 - Present
Morgan Stanley Private Wealth Management January 2009 - September 2014
Citigroup Smith Barney - Citi Family Office October 2000 - January 2009
Wachovia (formerly Prudential Securities) March 1998 - October 2000
Skills
Asset Allocation, Asset Managment, Investments, Mutual Funds, Financial Modeling, Valuation, Financial Analysis, Microsoft Office, Due Diligence, Customer Service, Portfolio Management, Strategic Financial..., Small Business, Investment Strategies, Wealth Management, Series 7, Securities, Series 63, Investment Advisory, Financial Advisory, Alternative Investments, Asset Management, Fixed Income, Series 65, Hedge Funds, Uniform Combined State..., Separately Managed..., Retirement Planning, FINRA, 401k, ETFs, Bloomberg, Equities, Financial Services, Retirement, Wealth, Wealth Management..., Trading, Financial Planning
Education
Chaminade University of Honolulu 1992 — 1996
Bachelor of Arts (B.A.), International Trade & Finance / Political Science & History
Palatine High School 1988 — 1992
Jesse Marziale's Morgan Stanley Private Wealth Management Experience February 2013 - June 2013
Job 3L
Industry Legal Services
Experience
Community Legal Services of Arizona July 2015 - August 2015
LexisNexis April 2014 - May 2015
Phillips Law Group July 2013 - September 2013
Morgan Stanley Private Wealth Management February 2013 - June 2013
Fry's Electronics February 2011 - February 2013
The Church of Jesus Christ of Latter-day Saints October 2007 - October 2009
Skills
Legal Writing, Legal Research, Customer Satisfaction, Leadership, Team Leadership, italian, Sales
Education
Sandra Day O'Connor College of Law 2013 — 2015
Law, 3L
Arizona State University 2007 — 2012
Bachelor's degree, Business
Community Legal Services of Arizona July 2015 - August 2015
LexisNexis April 2014 - May 2015
Phillips Law Group July 2013 - September 2013
Morgan Stanley Private Wealth Management February 2013 - June 2013
Fry's Electronics February 2011 - February 2013
The Church of Jesus Christ of Latter-day Saints October 2007 - October 2009
Skills
Legal Writing, Legal Research, Customer Satisfaction, Leadership, Team Leadership, italian, Sales
Education
Sandra Day O'Connor College of Law 2013 — 2015
Law, 3L
Arizona State University 2007 — 2012
Bachelor's degree, Business
Yveline Dalmacy, M.B.A., M.A. Yveline Dalmacy, M.B.A., M.A.'s Morgan Stanley Private Wealth Management Experience 2003 - 2012
Job Associate Director, Elmhurst Hospital Center at NYC Health and Hospitals Corporation
Industry Investment Banking
Experience
United Nations World Tourism Organization October 2013 - Present
Dalmacy Corporation December 2012 - Present
Suncity Tax Service Inc. August 2012 - Present
NYC Health and Hospitals Corporation/Queens Health Network November 2013 - July 2014
The Department of Commerce May 2012 - August 2012
Morgan Stanley Private Wealth Management 2003 - 2012
Skills
Analysis, International Relations, Banking, Policy Analysis, Entrepreneurship, International..., Government, Finance, Emerging Markets, Social Entrepreneurship, Foreclosures, Customer Service, Public Speaking, Due Diligence, Microsoft Excel, Non-profit Leadership, Non-profit Board..., Small Business, Entrepreneurship..., Research, Relocation, Retail Banking, Project Management, Mutual Funds, Consultants, Short Sales, Invoicing, New Business Development, Office Management, Office Administration, QuickBooks, Payroll, Taxes,..., Nonprofits, Leadership, Fundraising, Community Outreach, Management, Policy, Public Relations, Event Management, Microsoft Office, Program Management, Strategic Planning, Politics, Public Policy, PowerPoint
Education
Seton Hall University 2009 — 2013
Master of Arts (M.A.)
Dowling College 1998 — 2000
MBA
UNWTO. Themis Foundation
United Nations World Tourism Organization October 2013 - Present
Dalmacy Corporation December 2012 - Present
Suncity Tax Service Inc. August 2012 - Present
NYC Health and Hospitals Corporation/Queens Health Network November 2013 - July 2014
The Department of Commerce May 2012 - August 2012
Morgan Stanley Private Wealth Management 2003 - 2012
Skills
Analysis, International Relations, Banking, Policy Analysis, Entrepreneurship, International..., Government, Finance, Emerging Markets, Social Entrepreneurship, Foreclosures, Customer Service, Public Speaking, Due Diligence, Microsoft Excel, Non-profit Leadership, Non-profit Board..., Small Business, Entrepreneurship..., Research, Relocation, Retail Banking, Project Management, Mutual Funds, Consultants, Short Sales, Invoicing, New Business Development, Office Management, Office Administration, QuickBooks, Payroll, Taxes,..., Nonprofits, Leadership, Fundraising, Community Outreach, Management, Policy, Public Relations, Event Management, Microsoft Office, Program Management, Strategic Planning, Politics, Public Policy, PowerPoint
Education
Seton Hall University 2009 — 2013
Master of Arts (M.A.)
Dowling College 1998 — 2000
MBA
UNWTO. Themis Foundation
Jay Leonard Jay Leonard's Morgan Stanley Private Wealth Management Experience April 2006 - September 2009
Job Principal & Private Wealth Advisor at AB Bernstein
Industry Investment Management
Experience
Bernstein Private Wealth Management September 2009 - Present
Morgan Stanley Private Wealth Management April 2006 - September 2009
Marsh & McLennan April 2001 - April 2006
Credit Suisse Asset Management August 1999 - April 2001
Skills
Investments, Asset Management, Asset Allocation, Alternative Investments, Private Equity, Portfolio Management, Equities, Strategic Financial..., Finance, Financial Modeling, Mergers & Acquisitions, Wealth Management
Education
Northwestern University 2003 — 2006
Master of Business Administration (MBA), Finance, Strategy, Marketing
Bucknell University 1995 — 1999
BA, Finance & Economics (Interdepartmental Major)
Bernstein Private Wealth Management September 2009 - Present
Morgan Stanley Private Wealth Management April 2006 - September 2009
Marsh & McLennan April 2001 - April 2006
Credit Suisse Asset Management August 1999 - April 2001
Skills
Investments, Asset Management, Asset Allocation, Alternative Investments, Private Equity, Portfolio Management, Equities, Strategic Financial..., Finance, Financial Modeling, Mergers & Acquisitions, Wealth Management
Education
Northwestern University 2003 — 2006
Master of Business Administration (MBA), Finance, Strategy, Marketing
Bucknell University 1995 — 1999
BA, Finance & Economics (Interdepartmental Major)
brian deckard brian deckard's Morgan Stanley Private Wealth Management Experience March 1984 - Present
Job first vp wealth mgmt at morgan stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management March 1984 - Present
Morgan Stanley March 1984 - Present
Education
Indiana University Bloomington 1981 — 1983
B.S, finance
Bradley University 1980 — 1981
Morgan Stanley Private Wealth Management March 1984 - Present
Morgan Stanley March 1984 - Present
Education
Indiana University Bloomington 1981 — 1983
B.S, finance
Bradley University 1980 — 1981
Benjamin Lester, CFA Benjamin Lester, CFA's Morgan Stanley Private Wealth Management Experience June 2011 - May 2015
Job Private Wealth Advisor
Industry Investment Management
Experience
Goldman Sachs July 2015 - Present
U.S. Navy May 2002 - Present
Morgan Stanley Private Wealth Management June 2011 - May 2015
William Blair and Company June 2006 - December 2010
Education
University of Illinois at Urbana-Champaign 2004 — 2006
M.B.A., Finance
Colby College 1995 — 1999
A.B., English
New Trier High School 1992 — 1995
Diploma
Goldman Sachs July 2015 - Present
U.S. Navy May 2002 - Present
Morgan Stanley Private Wealth Management June 2011 - May 2015
William Blair and Company June 2006 - December 2010
Education
University of Illinois at Urbana-Champaign 2004 — 2006
M.B.A., Finance
Colby College 1995 — 1999
A.B., English
New Trier High School 1992 — 1995
Diploma
Andrew Weissman, CFP® Andrew Weissman, CFP®'s Morgan Stanley Private Wealth Management Experience May 2011 - May 2012
Job Senior Vice President, Financial Planning at RDM Financial Group
Industry Financial Services
Experience
RDM Financial Group May 2012 - Present
Morgan Stanley Private Wealth Management May 2011 - May 2012
Morgan Stanley Smith Barney 2009 - 2011
U.S. Trust 2000 - 2008
US Trust 1986 - 2000
IBM 1979 - 1986
Education
Brooklyn Law School 1981 — 1985
JD
New York University - Leonard N. Stern School of Business 1978 — 1979
MBA
New York University - Leonard N. Stern School of Business 1974 — 1978
BS, Information Systems
RDM Financial Group May 2012 - Present
Morgan Stanley Private Wealth Management May 2011 - May 2012
Morgan Stanley Smith Barney 2009 - 2011
U.S. Trust 2000 - 2008
US Trust 1986 - 2000
IBM 1979 - 1986
Education
Brooklyn Law School 1981 — 1985
JD
New York University - Leonard N. Stern School of Business 1978 — 1979
MBA
New York University - Leonard N. Stern School of Business 1974 — 1978
BS, Information Systems
Dave Lowinger Dave Lowinger's Morgan Stanley Private Wealth Management Experience 2010 - 2013
Job Data Architecture Data Analysis – Data Modeling
Industry Information Technology and Services
Experience
JPMorgan Chase 2013 - 2014
Morgan Stanley Private Wealth Management 2010 - 2013
Citigroup 2008 - 2009
Citigroup 2007 - 2008
Citigroup 2003 - 2007
Citibank 2002 - 2003
Citibank 1995 - 2001
MYSIS (Act Financial Systems) 1990 - 1995
Education
City University of New York City College
BSEE
New York University - Polytechnic School of Engineering
MSEE, Computer Science
JPMorgan Chase 2013 - 2014
Morgan Stanley Private Wealth Management 2010 - 2013
Citigroup 2008 - 2009
Citigroup 2007 - 2008
Citigroup 2003 - 2007
Citibank 2002 - 2003
Citibank 1995 - 2001
MYSIS (Act Financial Systems) 1990 - 1995
Education
City University of New York City College
BSEE
New York University - Polytechnic School of Engineering
MSEE, Computer Science
Aleksandra Brzoza Aleksandra Brzoza's Morgan Stanley Private Wealth Management Experience June 2012 - August 2012
Job Client Service and Consumer Specialist
Industry Financial Services
Experience
Atlantic Home Loans June 2013 - Present
Academic Computing Center, College of St. Elizabeth September 2009 - Present
Morgan Stanley Private Wealth Management June 2012 - August 2012
Citi June 2011 - August 2011
2010 KATOWICE DISTRICT COURT May 2010 - August 2010
Lucjan Wronski Law Office January 2008 - June 2009
Skills
Foreign Languages, Interpersonal Skill, Leadership, Innovation, Determination to Succeed, Management, PowerPoint, Fundraising, Volunteering, International Relations, Training, Research, Event Planning, Microsoft Word, Public Speaking, SPSS, Social Networking, Student Development, Public Relations, Software Documentation, Sales, Teaching, Spanish, Accounting, Outlook, Microsoft Office, Student Affairs, Nonprofits, Critical Thinking, Community Outreach, Microsoft Excel, Higher Education, Editing, Data Analysis, Tutoring, Marketing, Time Management, Analysis, Teamwork
Education
College of Saint Elizabeth 2009 — 2013
Bachelor, Internatioanl Relations, Business and Spanish
Atlantic Home Loans June 2013 - Present
Academic Computing Center, College of St. Elizabeth September 2009 - Present
Morgan Stanley Private Wealth Management June 2012 - August 2012
Citi June 2011 - August 2011
2010 KATOWICE DISTRICT COURT May 2010 - August 2010
Lucjan Wronski Law Office January 2008 - June 2009
Skills
Foreign Languages, Interpersonal Skill, Leadership, Innovation, Determination to Succeed, Management, PowerPoint, Fundraising, Volunteering, International Relations, Training, Research, Event Planning, Microsoft Word, Public Speaking, SPSS, Social Networking, Student Development, Public Relations, Software Documentation, Sales, Teaching, Spanish, Accounting, Outlook, Microsoft Office, Student Affairs, Nonprofits, Critical Thinking, Community Outreach, Microsoft Excel, Higher Education, Editing, Data Analysis, Tutoring, Marketing, Time Management, Analysis, Teamwork
Education
College of Saint Elizabeth 2009 — 2013
Bachelor, Internatioanl Relations, Business and Spanish
Jenna Golden Jenna Golden's Morgan Stanley Private Wealth Management Experience June 2015 - August 2015
Job Student at Emory University
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management June 2015 - August 2015
Morgan Stanley Wealth Management June 2014 - August 2014
Camp Tamakwa June 2013 - August 2013
SEE Eyewear May 2012 - July 2012
Steve's Deli December 2011 - July 2012
Skills
Hebrew, Spanish, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media Marketing, Twitter, Instagram
Education
Emory University 2012 — 2016
Bachelor of Business Administration (B.B.A.) Candidate, Co-Majoring in Finance & Political Science
Frankel Jewish Academy 2009 — 2012
Morgan Stanley Private Wealth Management June 2015 - August 2015
Morgan Stanley Wealth Management June 2014 - August 2014
Camp Tamakwa June 2013 - August 2013
SEE Eyewear May 2012 - July 2012
Steve's Deli December 2011 - July 2012
Skills
Hebrew, Spanish, Microsoft Excel, Microsoft Word, Microsoft Office, Social Media Marketing, Twitter, Instagram
Education
Emory University 2012 — 2016
Bachelor of Business Administration (B.B.A.) Candidate, Co-Majoring in Finance & Political Science
Frankel Jewish Academy 2009 — 2012
Michael Wolson's Morgan Stanley Private Wealth Management Experience July 2012 - Present
Job Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management July 2012 - Present
Skills
Equities, Financial Analysis, Bloomberg, Investments, Portfolio Management, Equity Research, Strategy, Analysis, Fixed Income
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Finance, Cum Laude
Copenhagen Business School 2010 — 2010
Bachelor of Science, International Finance
Staples High School 2004 — 2008
Morgan Stanley Private Wealth Management July 2012 - Present
Skills
Equities, Financial Analysis, Bloomberg, Investments, Portfolio Management, Equity Research, Strategy, Analysis, Fixed Income
Education
Tulane University - A.B. Freeman School of Business 2008 — 2012
BSM, Finance, Cum Laude
Copenhagen Business School 2010 — 2010
Bachelor of Science, International Finance
Staples High School 2004 — 2008
Dina Shi Dina Shi's Morgan Stanley Private Wealth Management Experience May 2011 - August 2011
Job Banking Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2013 - Present
Merrill Lynch June 2012 - August 2012
Morgan Stanley Private Wealth Management May 2011 - August 2011
Southridge Investment Group July 2009 - October 2010
Skills
Research, Bloomberg Terminal, Bloomberg, Series 7, Equities, Investments, Mandarin, Financial Analysis, Microsoft Excel, PowerPoint, Sales, Fixed Income
Education
Columbia University in the City of New York 2009 — 2013
B.A., Economics
Stuyvesant High School 2005 — 2009
High School Diploma
Merrill Lynch July 2013 - Present
Merrill Lynch June 2012 - August 2012
Morgan Stanley Private Wealth Management May 2011 - August 2011
Southridge Investment Group July 2009 - October 2010
Skills
Research, Bloomberg Terminal, Bloomberg, Series 7, Equities, Investments, Mandarin, Financial Analysis, Microsoft Excel, PowerPoint, Sales, Fixed Income
Education
Columbia University in the City of New York 2009 — 2013
B.A., Economics
Stuyvesant High School 2005 — 2009
High School Diploma
James Bator's Morgan Stanley Private Wealth Management Experience August 2006 - January 2010
Job Executive Director, Capital Advisor at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan Private Bank March 2010 - Present
Morgan Stanley Private Wealth Management August 2006 - January 2010
Merrill Lynch Business Financial Services, Inc. August 1998 - February 2006
Skills
Banking, Credit, Loans, Commercial Banking, Risk Management, Credit Analysis, Portfolio Management, Commercial Lending, Financial Analysis, Credit Risk, Capital Markets, Fixed Income, Mortgage Lending, Investment Banking, Small Business Lending, Equities, Strategic Planning, Derivatives, Investments
Education
Eastern Illinois University 1993 — 1997
Bachelor of Science (BS), Finance, General
J.P. Morgan Private Bank March 2010 - Present
Morgan Stanley Private Wealth Management August 2006 - January 2010
Merrill Lynch Business Financial Services, Inc. August 1998 - February 2006
Skills
Banking, Credit, Loans, Commercial Banking, Risk Management, Credit Analysis, Portfolio Management, Commercial Lending, Financial Analysis, Credit Risk, Capital Markets, Fixed Income, Mortgage Lending, Investment Banking, Small Business Lending, Equities, Strategic Planning, Derivatives, Investments
Education
Eastern Illinois University 1993 — 1997
Bachelor of Science (BS), Finance, General
Luis Guillermo Villanueva Luis Guillermo Villanueva's Morgan Stanley Private Wealth Management Experience May 2009 - July 2009
Job Chief Operating Officer at SOMOS NEXT
Industry Entertainment
Experience
SOMOS Next March 2015 - Present
Morgan Stanley June 2011 - March 2015
BroadSpan Capital May 2010 - July 2010
Morgan Stanley Private Wealth Management May 2009 - July 2009
Skills
Series 7, Series 63, Bloomberg, Thomson One Banker, Salesforce.com, Microsoft Excel, Financial Modeling, Valuation, Mergers & Acquisitions, Banking, Finance, Equity Research, Strategy, Investment Banking, Equities, Wealth Management, Fixed Income, Private Equity, Corporate Finance, Financial Analysis, Investments, Capital Markets, Equity Valuation, Alternative Investments, Bloomberg Terminal, Trading, Emerging Markets, Capital IQ, Derivatives, DCF, Hedge Funds, Economics, Entrepreneurship, Business Development, Business Strategy, Management
Education
Babson College 2007 — 2011
BS, Finance and Entrepreneurship
University of Westminster 2010 — 2010
Economics, Economics
Palmer Trinity High School 2003 — 2007
High School
SOMOS Next March 2015 - Present
Morgan Stanley June 2011 - March 2015
BroadSpan Capital May 2010 - July 2010
Morgan Stanley Private Wealth Management May 2009 - July 2009
Skills
Series 7, Series 63, Bloomberg, Thomson One Banker, Salesforce.com, Microsoft Excel, Financial Modeling, Valuation, Mergers & Acquisitions, Banking, Finance, Equity Research, Strategy, Investment Banking, Equities, Wealth Management, Fixed Income, Private Equity, Corporate Finance, Financial Analysis, Investments, Capital Markets, Equity Valuation, Alternative Investments, Bloomberg Terminal, Trading, Emerging Markets, Capital IQ, Derivatives, DCF, Hedge Funds, Economics, Entrepreneurship, Business Development, Business Strategy, Management
Education
Babson College 2007 — 2011
BS, Finance and Entrepreneurship
University of Westminster 2010 — 2010
Economics, Economics
Palmer Trinity High School 2003 — 2007
High School
Steve Fischer Steve Fischer's Morgan Stanley Private Wealth Management Experience May 2010 - March 2012
Job CFO TJ Regional Health
Industry Financial Services
Experience
TJ Regional Health July 2013 - Present
Pardee Hospital September 2012 - July 2013
Fischer Financial Group March 2012 - June 2012
Morgan Stanley Private Wealth Management May 2010 - March 2012
Norton Healthcare June 2000 - May 2010
Humana November 1998 - June 2000
Orange County Hospital 1995 - 1998
Floyd Memorial Hospital 1986 - 1996
Skills
Retirement Planning, Investments, Financial Modeling, Insurance, Financial Analysis, Accounting, Finance, Team Building, Financial Reporting, Strategy, Customer Service, Employee Benefits, Strategic Planning, Process Improvement, Budgets, Business Planning, Managerial Finance, Coaching, Healthcare, Small Business, Strategic Financial..., Management Consulting, Start-ups, Entrepreneurship, Nonprofits, Internal Controls, Medicare, Fundraising, 401k, Executive Management, Leadership, Analysis
Education
Webster University 1996 — 2001
MHS, Health Sciences
Ball State University 1978 — 1982
Bachelors of Science, Accounting
Indiana University-Southeast
TJ Regional Health July 2013 - Present
Pardee Hospital September 2012 - July 2013
Fischer Financial Group March 2012 - June 2012
Morgan Stanley Private Wealth Management May 2010 - March 2012
Norton Healthcare June 2000 - May 2010
Humana November 1998 - June 2000
Orange County Hospital 1995 - 1998
Floyd Memorial Hospital 1986 - 1996
Skills
Retirement Planning, Investments, Financial Modeling, Insurance, Financial Analysis, Accounting, Finance, Team Building, Financial Reporting, Strategy, Customer Service, Employee Benefits, Strategic Planning, Process Improvement, Budgets, Business Planning, Managerial Finance, Coaching, Healthcare, Small Business, Strategic Financial..., Management Consulting, Start-ups, Entrepreneurship, Nonprofits, Internal Controls, Medicare, Fundraising, 401k, Executive Management, Leadership, Analysis
Education
Webster University 1996 — 2001
MHS, Health Sciences
Ball State University 1978 — 1982
Bachelors of Science, Accounting
Indiana University-Southeast
Janet Larchey Janet Larchey's Morgan Stanley Private Wealth Management Experience March 2010 - September 2011
Job Wealth Management Associate
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley August 2014 - January 2015
Morgan Stanley April 2014 - August 2014
Rodale Inc. February 2014 - April 2014
Rodale September 2011 - February 2014
Morgan Stanley Private Wealth Management March 2010 - September 2011
Morgan Stanley Smith Barney June 2004 - March 2010
Citi Smith Barney November 2002 - June 2004
Skills
Sports Marketing, Marketing Strategy, Advertising Sales, Advertising, Event Management, Event Planning, Investments, Portfolio Management, Asset Allocation, Financial Analysis, PowerPoint, New Business Development, Management
Education
DePaul University 2000 — 2004
Bachelor of Sciences, Commerce; Finance/Marketing
Morgan Stanley January 2015 - Present
Morgan Stanley August 2014 - January 2015
Morgan Stanley April 2014 - August 2014
Rodale Inc. February 2014 - April 2014
Rodale September 2011 - February 2014
Morgan Stanley Private Wealth Management March 2010 - September 2011
Morgan Stanley Smith Barney June 2004 - March 2010
Citi Smith Barney November 2002 - June 2004
Skills
Sports Marketing, Marketing Strategy, Advertising Sales, Advertising, Event Management, Event Planning, Investments, Portfolio Management, Asset Allocation, Financial Analysis, PowerPoint, New Business Development, Management
Education
DePaul University 2000 — 2004
Bachelor of Sciences, Commerce; Finance/Marketing
Henry Wheelwright, AAMS's Morgan Stanley Private Wealth Management Experience September 2015 - Present
Job Senior VP of Wealth Management The Griffith Wheelwright Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management September 2015 - Present
UBS Wealth Management September 2007 - Present
A.G. Edwards & Sons, Inc. June 2001 - September 2007
Education
Wealth Advisor Program-UBS Wealth Management Business University 2013 — 2013
Financial Planning
College for Financial Planning 2001 — 2002
AAMS, Accredited Asset Management Specialist
Clark University 1997 — 2001
BA, Economics & Finance
Morgan Stanley Private Wealth Management September 2015 - Present
UBS Wealth Management September 2007 - Present
A.G. Edwards & Sons, Inc. June 2001 - September 2007
Education
Wealth Advisor Program-UBS Wealth Management Business University 2013 — 2013
Financial Planning
College for Financial Planning 2001 — 2002
AAMS, Accredited Asset Management Specialist
Clark University 1997 — 2001
BA, Economics & Finance
Lauren Enterkin Lauren Enterkin's Morgan Stanley Private Wealth Management Experience October 2013 - April 2014
Job
Industry Medical Devices
Experience
Keystone Dental Inc. July 2014 - Present
Morgan Stanley Private Wealth Management October 2013 - April 2014
Fisique August 2011 - October 2013
Piatinni 2011 - 2012
Keltic Krust 2010 - 2011
Nanny 2005 - 2011
Urban Behavior, Division of Clothing for Modern Times 2007 - 2008
Skills
Delegation, Sales Management, Writing, Organization, • Experienced in..., Customer Service, Customer Satisfaction, Microsoft Excel, Sales, Time Management, Management
Education
UMass Boston 2011 — 2014
Business Administration and Management; Concentration in Marketing
Colby Sawyer College 2009 — 2011
Keystone Dental Inc. July 2014 - Present
Morgan Stanley Private Wealth Management October 2013 - April 2014
Fisique August 2011 - October 2013
Piatinni 2011 - 2012
Keltic Krust 2010 - 2011
Nanny 2005 - 2011
Urban Behavior, Division of Clothing for Modern Times 2007 - 2008
Skills
Delegation, Sales Management, Writing, Organization, • Experienced in..., Customer Service, Customer Satisfaction, Microsoft Excel, Sales, Time Management, Management
Education
UMass Boston 2011 — 2014
Business Administration and Management; Concentration in Marketing
Colby Sawyer College 2009 — 2011
Nicolle Lee's Morgan Stanley Private Wealth Management Experience July 2013 - August 2013
Job Financial Analyst at JP Morgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. July 2015 - Present
Freeman & Co. December 2014 - April 2015
J.P. Morgan June 2014 - August 2014
Morgan Stanley Private Wealth Management July 2013 - August 2013
Management Systems Consulting May 2013 - August 2013
Bruin Consulting October 2011 - June 2012
Skills
Economics, Case Studies, Project Management, Bloomberg Terminal, Microsoft Excel, PowerPoint, Financial Analysis, Mentoring, Equality & Diversity, VBA, Financial Modeling
Education
Columbia University in the City of New York 2012 — 2015
Financial Economics
University of California, Los Angeles 2011 — 2012
Bachelor's Degree, Business/Managerial Economics
Valencia High School
JPMorgan Chase & Co. July 2015 - Present
Freeman & Co. December 2014 - April 2015
J.P. Morgan June 2014 - August 2014
Morgan Stanley Private Wealth Management July 2013 - August 2013
Management Systems Consulting May 2013 - August 2013
Bruin Consulting October 2011 - June 2012
Skills
Economics, Case Studies, Project Management, Bloomberg Terminal, Microsoft Excel, PowerPoint, Financial Analysis, Mentoring, Equality & Diversity, VBA, Financial Modeling
Education
Columbia University in the City of New York 2012 — 2015
Financial Economics
University of California, Los Angeles 2011 — 2012
Bachelor's Degree, Business/Managerial Economics
Valencia High School
Scot Meyer Scot Meyer's Morgan Stanley Private Wealth Management Experience December 2014 - Present
Job Analyst at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management December 2014 - Present
Morgan Stanley Private Wealth Management 2012 - Present
Helicon Research, LLC June 2011 - August 2011
Education
Duke University 2008 — 2012
Bachelor of Science (B.S.), Evolutionary Anthropology
East Chapel Hill High 2004 — 2008
Morgan Stanley Private Wealth Management December 2014 - Present
Morgan Stanley Private Wealth Management 2012 - Present
Helicon Research, LLC June 2011 - August 2011
Education
Duke University 2008 — 2012
Bachelor of Science (B.S.), Evolutionary Anthropology
East Chapel Hill High 2004 — 2008
Aleksandr Brezgin Aleksandr Brezgin's Morgan Stanley Private Wealth Management Experience June 2015 - Present
Job Portfolio Management Associate Fixed Income at Morgan Stanley Private Wealth Management
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management June 2015 - Present
Morgan Stanley Wealth Management September 2011 - May 2015
Baruch College March 2010 - August 2011
UBS January 2010 - May 2010
Capital Invest June 2005 - June 2006
Skills
PowerPoint, Word, Excel, Bloomberg, Reuters, Morningstar, S&P, Research, Quantitative Analysis, Investments, Statistics, Economics, Factiva, LexisNexis, 10K, Financial Analysis, Annuities, Fixed Income, VBA, SQL, Factset, MBS, Options, FX Spot, Performance Measurement, Amortization Schedules, Yields, Dividends, Russian, Tactical Asset..., Performance Benchmarking, Quantitative Analytics, Series 7, Wealth Management
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
BBA, Finance and Investments, Economics and Mathematics
Higher School of Economics 2004 — 2006
BS, Mathematics and Economics
Gymnasium 17 1994 — 2004
High School Diploma, Concentration in Mathematics, 4.0
Morgan Stanley Private Wealth Management June 2015 - Present
Morgan Stanley Wealth Management September 2011 - May 2015
Baruch College March 2010 - August 2011
UBS January 2010 - May 2010
Capital Invest June 2005 - June 2006
Skills
PowerPoint, Word, Excel, Bloomberg, Reuters, Morningstar, S&P, Research, Quantitative Analysis, Investments, Statistics, Economics, Factiva, LexisNexis, 10K, Financial Analysis, Annuities, Fixed Income, VBA, SQL, Factset, MBS, Options, FX Spot, Performance Measurement, Amortization Schedules, Yields, Dividends, Russian, Tactical Asset..., Performance Benchmarking, Quantitative Analytics, Series 7, Wealth Management
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2010
BBA, Finance and Investments, Economics and Mathematics
Higher School of Economics 2004 — 2006
BS, Mathematics and Economics
Gymnasium 17 1994 — 2004
High School Diploma, Concentration in Mathematics, 4.0
Tom Pacilio Tom Pacilio's Morgan Stanley Private Wealth Management Experience November 2006 - November 2011
Job Senior Director McGladrey Wealth Management
Industry Financial Services
Experience
McGladrey Wealth Management December 2014 - Present
Pacilio Wealth Management December 2011 - December 2014
Morgan Stanley Private Wealth Management November 2006 - November 2011
Merrill Lynch January 1995 - November 2006
Skills
Strategic Planning, Investments, Wealth Management, Financial Analysis, Management, Equities, Asset Management, Strategic Financial..., New Business Development, Public Speaking, Portfolio Management, Alternative Investments, Private Banking, Risk Management, multi generational..., Trading, Wealth, Asset Allocation, Securities, Series 63, Financial Planning
Education
Adelphi University
Bachelors, Business Administration and Management
McGladrey Wealth Management December 2014 - Present
Pacilio Wealth Management December 2011 - December 2014
Morgan Stanley Private Wealth Management November 2006 - November 2011
Merrill Lynch January 1995 - November 2006
Skills
Strategic Planning, Investments, Wealth Management, Financial Analysis, Management, Equities, Asset Management, Strategic Financial..., New Business Development, Public Speaking, Portfolio Management, Alternative Investments, Private Banking, Risk Management, multi generational..., Trading, Wealth, Asset Allocation, Securities, Series 63, Financial Planning
Education
Adelphi University
Bachelors, Business Administration and Management
Daniel Larsen, CFA Daniel Larsen, CFA's Morgan Stanley Private Wealth Management Experience January 2008 - August 2011
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
J.P. Morgan August 2011 - May 2015
Morgan Stanley Private Wealth Management January 2008 - August 2011
Boston Research and Management June 2003 - January 2008
Boston Research and Management June 2002 - June 2003
Morgan, Lewis & Bockius September 1998 - July 2000
Skills
Valuation, Financial Modeling, Investment Management, Equities, Portfolio Management, Private Equity, Alternative Investments, Corporate Finance, Asset Managment, Asset Allocation, Fixed Income, Investments, Bloomberg, Trading, Financial Analysis, Management, Strategic Partnerships, Capital Markets, Finance, Venture Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA, Finance
Colgate University 1994 — 1998
BA, Philosophy
Maret
UBS Wealth Management May 2015 - Present
J.P. Morgan August 2011 - May 2015
Morgan Stanley Private Wealth Management January 2008 - August 2011
Boston Research and Management June 2003 - January 2008
Boston Research and Management June 2002 - June 2003
Morgan, Lewis & Bockius September 1998 - July 2000
Skills
Valuation, Financial Modeling, Investment Management, Equities, Portfolio Management, Private Equity, Alternative Investments, Corporate Finance, Asset Managment, Asset Allocation, Fixed Income, Investments, Bloomberg, Trading, Financial Analysis, Management, Strategic Partnerships, Capital Markets, Finance, Venture Capital
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA, Finance
Colgate University 1994 — 1998
BA, Philosophy
Maret
Sidney Barrau's Morgan Stanley Private Wealth Management Experience June 2013 - August 2013
Job Medical Office Assistant at Unihealth of South Florida Inc
Industry Medical Practice
Experience
Unihealth of South Florida Inc May 2008 - Present
Morgan Stanley Private Wealth Management June 2013 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Research, Public Speaking, Microsoft Word, PowerPoint, Leadership, Social Media, Hospitals, CPR Certified, Clinical Research
Education
Boston College 2011 — 2015
Bachelor of Science (BS), Psychology
Unihealth of South Florida Inc May 2008 - Present
Morgan Stanley Private Wealth Management June 2013 - August 2013
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Research, Public Speaking, Microsoft Word, PowerPoint, Leadership, Social Media, Hospitals, CPR Certified, Clinical Research
Education
Boston College 2011 — 2015
Bachelor of Science (BS), Psychology
Helen Henriques's Morgan Stanley Private Wealth Management Experience April 2014 - Present
Job Registerd Client Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Morgan Stanley Private Wealth Management April 2014 - Present
Wells Financial Advisors December 2011 - April 2014
Polaris Real Estate Group December 2008 - December 2011
HSBC Bank July 2010 - April 2011
Toyota Tsusho America September 2004 - December 2008
Skills
Sales, Management, SAP, Business Planning, Training, Logistics, Negotiation, Microsoft Excel, Purchasing, Marketing, Customer Service, Strategy, Spanish, Retail
Education
Broward College
Associate of Arts (AA), International Business
Broward Community College
A.A.D, International Business and Management
Morgan Stanley April 2014 - Present
Morgan Stanley Private Wealth Management April 2014 - Present
Wells Financial Advisors December 2011 - April 2014
Polaris Real Estate Group December 2008 - December 2011
HSBC Bank July 2010 - April 2011
Toyota Tsusho America September 2004 - December 2008
Skills
Sales, Management, SAP, Business Planning, Training, Logistics, Negotiation, Microsoft Excel, Purchasing, Marketing, Customer Service, Strategy, Spanish, Retail
Education
Broward College
Associate of Arts (AA), International Business
Broward Community College
A.A.D, International Business and Management
Natalie Rose Bueno Natalie Rose Bueno's Morgan Stanley Private Wealth Management Experience August 2012 - June 2015
Job Financial Services Professional
Industry Financial Services
Experience
National Notary Association May 2013 - Present
Morgan Stanley Private Wealth Management August 2012 - June 2015
Morgan Stanley June 2011 - June 2012
Avago-LSI December 2007 - June 2011
California State University, Fullerton May 2008 - May 2011
MassMutual Financial Group 2010 - 2010
Skills
Leadership, Microsoft Excel, Customer Service, Time Management, PowerPoint, Event Planning, Notary Public, Recruiting, Access, Human Resources, Management, Employee Relations, Finance, Sales, Market Research, Outlook, Teamwork, Employee Benefits, Data Analysis, Training, Analysis
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor's Degree, Business Administration
Saint Joseph High School
High School Diploma
National Notary Association May 2013 - Present
Morgan Stanley Private Wealth Management August 2012 - June 2015
Morgan Stanley June 2011 - June 2012
Avago-LSI December 2007 - June 2011
California State University, Fullerton May 2008 - May 2011
MassMutual Financial Group 2010 - 2010
Skills
Leadership, Microsoft Excel, Customer Service, Time Management, PowerPoint, Event Planning, Notary Public, Recruiting, Access, Human Resources, Management, Employee Relations, Finance, Sales, Market Research, Outlook, Teamwork, Employee Benefits, Data Analysis, Training, Analysis
Education
California State University-Fullerton, Mihaylo College of Business and Economics
Bachelor's Degree, Business Administration
Saint Joseph High School
High School Diploma
Ann Lunsford's Morgan Stanley Private Wealth Management Experience February 2013 - May 2013
Job Receptionist at Morgan Stanley
Industry Banking
Experience
Attending College of the Redwoods August 2013 - Present
Morgan Stanley Private Wealth Management February 2013 - May 2013
Northern Redwood Federal CU September 2008 - December 2011
Northern Redwood Federal Credit Union September 2008 - December 2011
Ray’s Food Place #37 July 2007 - August 2008
Burger King May 1999 - July 2007
Skills
Customer Service, Management, Training, Credit, Payments
Education
College of the Redwoods 2004 — 2015
Business
Arcata High School 1990 — 1994
Arcata High School
College of the Redwoods
AA Degree; High School Diploma, Business; Business; Mathematics
Attending College of the Redwoods August 2013 - Present
Morgan Stanley Private Wealth Management February 2013 - May 2013
Northern Redwood Federal CU September 2008 - December 2011
Northern Redwood Federal Credit Union September 2008 - December 2011
Ray’s Food Place #37 July 2007 - August 2008
Burger King May 1999 - July 2007
Skills
Customer Service, Management, Training, Credit, Payments
Education
College of the Redwoods 2004 — 2015
Business
Arcata High School 1990 — 1994
Arcata High School
College of the Redwoods
AA Degree; High School Diploma, Business; Business; Mathematics
Bailey C. Sullivan's Morgan Stanley Private Wealth Management Experience August 2014 - October 2014
Job Industrial Engineering and Finance Student at Auburn University
Industry Mechanical or Industrial Engineering
Experience
Summit Ministries May 2015 - July 2015
Orphan's Heart (Florida Baptist Children's Homes) January 2015 - May 2015
CEMEX, Corporate Strategic Planning November 2014 - December 2014
Morgan Stanley Private Wealth Management August 2014 - October 2014
Camp Crestridge for Girls June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Strategic Planning, Research, Nonprofits, Community Outreach
Education
Auburn University, Ginn College of Engineering and Harbert College of Business 2015 — 2019
Industrial and Systems Engineering, Finance
H.B. Plant High School
Summit Ministries May 2015 - July 2015
Orphan's Heart (Florida Baptist Children's Homes) January 2015 - May 2015
CEMEX, Corporate Strategic Planning November 2014 - December 2014
Morgan Stanley Private Wealth Management August 2014 - October 2014
Camp Crestridge for Girls June 2014 - August 2014
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Strategic Planning, Research, Nonprofits, Community Outreach
Education
Auburn University, Ginn College of Engineering and Harbert College of Business 2015 — 2019
Industrial and Systems Engineering, Finance
H.B. Plant High School
Bradley A. McCue, EA Bradley A. McCue, EA's Morgan Stanley Private Wealth Management Experience January 2008 - July 2008
Job Enrolled Agent at M Tax & Financial
Industry Accounting
Experience
M Tax & Financial November 2014 - Present
Bend Properties Inc June 2009 - Present
Bradley A. McCue, RTRP October 2009 - November 2014
Morgan Stanley Private Wealth Management January 2008 - July 2008
Skills
Tax Preparation, Corporate Tax, Tax Advisory, Tax Resolution, IRS Representation, Tax Compliance, Corporate Tax Returns, Partnership Tax Returns, Accounting, Investments, Payroll Taxes, Estate & Trust Tax..., Commercial Real Estate, Small Business, LLC, QuickBooks, Bookkeeping, Bank Reconciliation, Cash Reporting, Finance, Offers in Compromise, Installment Agreements, Independent Contractors, Research, IRS
Education
University of California, Los Angeles 2005 — 2009
Bachelor of Arts (BA), Economics, Global Studies Minor, 3.3 GPA
ESCI-UPF International Business 2008 — 2008
Economics (Pricing Policies), A
Universitat Pompeu Fabra 2008 — 2008
Spanish Language and Literature, History of Barcelona
Palm Springs High School 2001 — 2005
High School, 4.7 GPA
M Tax & Financial November 2014 - Present
Bend Properties Inc June 2009 - Present
Bradley A. McCue, RTRP October 2009 - November 2014
Morgan Stanley Private Wealth Management January 2008 - July 2008
Skills
Tax Preparation, Corporate Tax, Tax Advisory, Tax Resolution, IRS Representation, Tax Compliance, Corporate Tax Returns, Partnership Tax Returns, Accounting, Investments, Payroll Taxes, Estate & Trust Tax..., Commercial Real Estate, Small Business, LLC, QuickBooks, Bookkeeping, Bank Reconciliation, Cash Reporting, Finance, Offers in Compromise, Installment Agreements, Independent Contractors, Research, IRS
Education
University of California, Los Angeles 2005 — 2009
Bachelor of Arts (BA), Economics, Global Studies Minor, 3.3 GPA
ESCI-UPF International Business 2008 — 2008
Economics (Pricing Policies), A
Universitat Pompeu Fabra 2008 — 2008
Spanish Language and Literature, History of Barcelona
Palm Springs High School 2001 — 2005
High School, 4.7 GPA
Anthony Contreras Anthony Contreras's Morgan Stanley Private Wealth Management Experience June 2015 - Present
Job Master's Degree in Finance Candidate at Claremont McKenna College
Industry
Experience
Morgan Stanley Private Wealth Management June 2015 - Present
Right To Play June 2014 - August 2014
Kravis Leadership Institute October 2013 - June 2014
Breakthrough Collaborative June 2013 - August 2013
Breakthrough Collaborative June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Research, Economics, Stata, Bloomberg Terminal, Leadership, Psychology, Finance
Education
The Robert Day School of Economics and Finance at Claremont McKenna College 2015 — 2016
Master's Degree, Finance
Claremont McKenna College 2011 — 2015
Bachelor's Degree, Economics & Psychology
Morgan Stanley Private Wealth Management June 2015 - Present
Right To Play June 2014 - August 2014
Kravis Leadership Institute October 2013 - June 2014
Breakthrough Collaborative June 2013 - August 2013
Breakthrough Collaborative June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Research, Economics, Stata, Bloomberg Terminal, Leadership, Psychology, Finance
Education
The Robert Day School of Economics and Finance at Claremont McKenna College 2015 — 2016
Master's Degree, Finance
Claremont McKenna College 2011 — 2015
Bachelor's Degree, Economics & Psychology
Whitney Kestner Whitney Kestner's Morgan Stanley Private Wealth Management Experience 2001 - 2003
Job Director of Admissions, Office of Admissions at Darden School of Business
Industry Higher Education
Experience
Darden School of Business September 2007 - Present
Goizueta Business School August 2005 - June 2007
Morgan Stanley Private Wealth Management 2001 - 2003
Skills
Data Analysis, Leadership, Strategy, Strategic Planning, Public Speaking, Market Research
Education
Goizueta Business School, Emory University 2003 — 2005
Master of Business Administration (MBA)
Washington and Lee University 1994 — 1998
Bachelor of Science (BS), Biology, General
Darden School of Business September 2007 - Present
Goizueta Business School August 2005 - June 2007
Morgan Stanley Private Wealth Management 2001 - 2003
Skills
Data Analysis, Leadership, Strategy, Strategic Planning, Public Speaking, Market Research
Education
Goizueta Business School, Emory University 2003 — 2005
Master of Business Administration (MBA)
Washington and Lee University 1994 — 1998
Bachelor of Science (BS), Biology, General
Jules Viant Jules Viant's Morgan Stanley Private Wealth Management Experience September 2014 - Present
Job Senior Business Application Analyst "Focusing on Financial Technologies of tomorrow"
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management September 2014 - Present
Scotiabank June 2014 - July 2014
Credit Agricole October 2013 - March 2014
Wells Fargo April 2013 - October 2013
ICAP August 2008 - December 2012
Chase June 2008 - August 2008
Bear Stearns May 2007 - June 2008
ION Trading February 2002 - May 2007
Deutsche Bank October 2000 - October 2001
Instinet Corporation June 1998 - October 2000
Skills
Fixed Income, Trading, Trading Systems, Sybase, Integration, Foreign Exchange, Investment Banking, Disaster Recovery, MarketView MMI, Unix, Order Management, Business Analysis, Trading systems analysis, Customer Onboarding, FX Options, WAN, Data Center, Cisco Technologies, Financial Markets, ION Trading Systems, FX Spot, FIX protocol, XML Schema, Production Support, Windows Server, FX trading, IT Strategy, Incident Management, SDLC, ITIL, Change Management, Problem Management, Project Planning, Project Delivery, Project Management, Software Installation, Software Documentation, Software Project..., Linux, Bloomberg, eSpeed, Brokertec, Interest Rate..., Electronic Trading, Market Data, Networking, Requirements Analysis, Vendor Management
Education
Anthem Institute-Jersey City 1997 — 1999
Computer Science
DeVry Institute of Technology 1994 — 1996
Telecommunications Managment
Morgan Stanley Private Wealth Management September 2014 - Present
Scotiabank June 2014 - July 2014
Credit Agricole October 2013 - March 2014
Wells Fargo April 2013 - October 2013
ICAP August 2008 - December 2012
Chase June 2008 - August 2008
Bear Stearns May 2007 - June 2008
ION Trading February 2002 - May 2007
Deutsche Bank October 2000 - October 2001
Instinet Corporation June 1998 - October 2000
Skills
Fixed Income, Trading, Trading Systems, Sybase, Integration, Foreign Exchange, Investment Banking, Disaster Recovery, MarketView MMI, Unix, Order Management, Business Analysis, Trading systems analysis, Customer Onboarding, FX Options, WAN, Data Center, Cisco Technologies, Financial Markets, ION Trading Systems, FX Spot, FIX protocol, XML Schema, Production Support, Windows Server, FX trading, IT Strategy, Incident Management, SDLC, ITIL, Change Management, Problem Management, Project Planning, Project Delivery, Project Management, Software Installation, Software Documentation, Software Project..., Linux, Bloomberg, eSpeed, Brokertec, Interest Rate..., Electronic Trading, Market Data, Networking, Requirements Analysis, Vendor Management
Education
Anthem Institute-Jersey City 1997 — 1999
Computer Science
DeVry Institute of Technology 1994 — 1996
Telecommunications Managment
Brian W. Platter Brian W. Platter's Morgan Stanley Private Wealth Management Experience June 2011 - August 2011
Job Property Facultative Underwriter at Gen Re
Industry Insurance
Experience
Gen Re July 2012 - Present
Morgan Stanley Private Wealth Management June 2011 - August 2011
Stone Point Capital July 2010 - August 2010
Skills
Research, Public Speaking, PowerPoint, Economics, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, Fundraising, Financial Analysis, Data Analysis, Insurance, Property, Underwriting, Customer Service, Risk Management, Event Planning, Property & Casualty..., Marketing, Commercial Insurance
Education
Davidson College 2008 — 2012
BA, Political Science
Brunswick School 2005 — 2008
Gen Re July 2012 - Present
Morgan Stanley Private Wealth Management June 2011 - August 2011
Stone Point Capital July 2010 - August 2010
Skills
Research, Public Speaking, PowerPoint, Economics, Microsoft Office, Microsoft Excel, Social Media, Microsoft Word, Fundraising, Financial Analysis, Data Analysis, Insurance, Property, Underwriting, Customer Service, Risk Management, Event Planning, Property & Casualty..., Marketing, Commercial Insurance
Education
Davidson College 2008 — 2012
BA, Political Science
Brunswick School 2005 — 2008
Jayme-Lee Kyritz Jayme-Lee Kyritz's Morgan Stanley Private Wealth Management Experience June 2015 - Present
Job Senior Registered Client Associate at The Deatherage Group Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management June 2015 - Present
Skills
Health Promotion, Customer Relations, Proficient in Microsoft..., Adobe Acrobat, Team Building, Leadership Development, Client Experience, Sales Support, Training & Development, Innovative Problem..., Analysis, Product Strategy, Developing Client..., Account Management, Accountability, Attention To Detail, Organizational..., Proprietary Software, PeopleSoft, Business Objects, SharePoint, Omega, Hyperion Financial..., Compensation, Compensation Review, Customer Service, Finance, Leadership, Process Improvement, Series 7, Wealth Management, Payroll, Time Management, Employee Relations, Financial Analysis, Salesforce.com, Training, Management, Financial Services, Onboarding, Deferred Compensation, Employee Training
Education
California University of Pennsylvania 2009 — 2011
MS
University of Maryland College Park 2003 — 2005
BS
American University 2000 — 2003
HIllsborough High School
Morgan Stanley Private Wealth Management June 2015 - Present
Skills
Health Promotion, Customer Relations, Proficient in Microsoft..., Adobe Acrobat, Team Building, Leadership Development, Client Experience, Sales Support, Training & Development, Innovative Problem..., Analysis, Product Strategy, Developing Client..., Account Management, Accountability, Attention To Detail, Organizational..., Proprietary Software, PeopleSoft, Business Objects, SharePoint, Omega, Hyperion Financial..., Compensation, Compensation Review, Customer Service, Finance, Leadership, Process Improvement, Series 7, Wealth Management, Payroll, Time Management, Employee Relations, Financial Analysis, Salesforce.com, Training, Management, Financial Services, Onboarding, Deferred Compensation, Employee Training
Education
California University of Pennsylvania 2009 — 2011
MS
University of Maryland College Park 2003 — 2005
BS
American University 2000 — 2003
HIllsborough High School
Taj Evans Taj Evans's Morgan Stanley Private Wealth Management Experience September 2003 - December 2005
Job Project Accountant at Louis Berger
Industry Consumer Goods
Experience
Louis Berger May 2015 - Present
Aeropostale August 2014 - May 2015
The Great Atlantic & Pacific Tea Company (A&P) October 2013 - February 2014
BoConcept NY March 2011 - May 2013
BoConcept USA December 2005 - March 2009
Morgan Stanley Private Wealth Management September 2003 - December 2005
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Bank Reconciliation, Account Reconciliation, Accounts Receivable, Electronic Funds..., Business License, Invoicing, Billing Process, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Oracle Applications, Analysis
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2012
Bachelor's degree, Accounting
Essex County College 1996 — 2004
Associate of Science (A.S.), Accounting
Louis Berger May 2015 - Present
Aeropostale August 2014 - May 2015
The Great Atlantic & Pacific Tea Company (A&P) October 2013 - February 2014
BoConcept NY March 2011 - May 2013
BoConcept USA December 2005 - March 2009
Morgan Stanley Private Wealth Management September 2003 - December 2005
Skills
Financial Analysis, Accounting, Financial Reporting, Financial Accounting, Bank Reconciliation, Account Reconciliation, Accounts Receivable, Electronic Funds..., Business License, Invoicing, Billing Process, Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Access, Oracle Applications, Analysis
Education
Rutgers, The State University of New Jersey-Newark 2009 — 2012
Bachelor's degree, Accounting
Essex County College 1996 — 2004
Associate of Science (A.S.), Accounting
Nicholas Alvarez Nicholas Alvarez's Morgan Stanley Private Wealth Management Experience May 2015 - July 2015
Job Morgan Stanley Wealth Management Intern
Industry Financial Services
Experience
Sigma Chi May 2015 - August 2015
Morgan Stanley Private Wealth Management May 2015 - July 2015
Sigma Chi Lambda Tau February 2014 - May 2015
Florida Atlantic University August 2013 - May 2015
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Customer Service, PowerPoint, Financial Analysis, Financial Modeling, Leadership, Time Management, Research, Management, Event Planning, Teamwork, Fundraising, Social Media Marketing, Public Relations, Facebook
Education
Florida Atlantic University 2012 — 2017
Bachelor of Science (B.S.) Finance
Florida Atlantic University
Sigma Chi May 2015 - August 2015
Morgan Stanley Private Wealth Management May 2015 - July 2015
Sigma Chi Lambda Tau February 2014 - May 2015
Florida Atlantic University August 2013 - May 2015
Skills
Microsoft Office, Microsoft Excel, Public Speaking, Microsoft Word, Customer Service, PowerPoint, Financial Analysis, Financial Modeling, Leadership, Time Management, Research, Management, Event Planning, Teamwork, Fundraising, Social Media Marketing, Public Relations, Facebook
Education
Florida Atlantic University 2012 — 2017
Bachelor of Science (B.S.) Finance
Florida Atlantic University
Albert Huh Albert Huh's Morgan Stanley Private Wealth Management Experience October 2012 - November 2014
Job Client Services Associate at Atlantic Trust
Industry Financial Services
Experience
Atlantic Trust April 2015 - Present
SF Sentry December 2014 - February 2015
Morgan Stanley Private Wealth Management October 2012 - November 2014
Wells Fargo July 2009 - October 2012
Scottrade June 2008 - April 2009
Scottrade March 2007 - May 2008
Education
California State University-Sacramento 2003 — 2008
BS, Marketing, Communications
California State University-Sacramento
Atlantic Trust April 2015 - Present
SF Sentry December 2014 - February 2015
Morgan Stanley Private Wealth Management October 2012 - November 2014
Wells Fargo July 2009 - October 2012
Scottrade June 2008 - April 2009
Scottrade March 2007 - May 2008
Education
California State University-Sacramento 2003 — 2008
BS, Marketing, Communications
California State University-Sacramento
Emmanuel Anifowoshe's Morgan Stanley Private Wealth Management Experience June 2014 - August 2014
Job Senior Consultant at Navigant
Industry Management Consulting
Experience
Navigant August 2015 - Present
Harvard University March 2015 - July 2015
Morgan Stanley Private Wealth Management June 2014 - August 2014
Resourcery IT July 2013 - August 2013
KPMG July 2011 - August 2011
Skills
Matlab, Statistics, Microsoft Office, Marketing, Microsoft Word, Business Strategy, Public Speaking, Optimization, Thompson One, Bloomberg Terminal, Corporate Finance, Fourier Analysis, Decision Making, Industrial Ecology, Financial Accounting, Competitive Strategies, Critical Thinking, VBA
Education
Dartmouth College 2013 — 2014
Master of Engineering (MEng), Engineering/Industrial Management
The Johns Hopkins University 2009 — 2013
BSc, Electrical Engineering
BSL
Grange School
Navigant August 2015 - Present
Harvard University March 2015 - July 2015
Morgan Stanley Private Wealth Management June 2014 - August 2014
Resourcery IT July 2013 - August 2013
KPMG July 2011 - August 2011
Skills
Matlab, Statistics, Microsoft Office, Marketing, Microsoft Word, Business Strategy, Public Speaking, Optimization, Thompson One, Bloomberg Terminal, Corporate Finance, Fourier Analysis, Decision Making, Industrial Ecology, Financial Accounting, Competitive Strategies, Critical Thinking, VBA
Education
Dartmouth College 2013 — 2014
Master of Engineering (MEng), Engineering/Industrial Management
The Johns Hopkins University 2009 — 2013
BSc, Electrical Engineering
BSL
Grange School
David Mayberg's Morgan Stanley Private Wealth Management Experience June 2014 - August 2014
Job Graduate
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management June 2014 - August 2014
Livingsocial.com May 2012 - August 2012
Wraps2go July 2011 - August 2011
Magen David Adom in Israel March 2011 - June 2011
SHALVA January 2011 - June 2011
Clarion Fund November 2010 - January 2011
AIPAC June 2010 - August 2010
The Investigative Project on Terrorism July 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Teamwork, Windows, HTML, Sales, Social Media, C++, Public Speaking, Market Research, English
Education
Boston University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley Private Wealth Management June 2014 - August 2014
Livingsocial.com May 2012 - August 2012
Wraps2go July 2011 - August 2011
Magen David Adom in Israel March 2011 - June 2011
SHALVA January 2011 - June 2011
Clarion Fund November 2010 - January 2011
AIPAC June 2010 - August 2010
The Investigative Project on Terrorism July 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Photoshop, Teamwork, Windows, HTML, Sales, Social Media, C++, Public Speaking, Market Research, English
Education
Boston University 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, General
Darren Wollrich's Morgan Stanley Private Wealth Management Experience February 2015 - Present
Job Financial services
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management February 2015 - Present
Byron Meyer & Company September 2007 - March 2014
Skills
Marketing, Operations Management, Contract Negotiation, Strategic Planning
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Science (BS), Geological and Earth Sciences/Geosciences
Morgan Stanley Private Wealth Management February 2015 - Present
Byron Meyer & Company September 2007 - March 2014
Skills
Marketing, Operations Management, Contract Negotiation, Strategic Planning
Education
California Polytechnic State University-San Luis Obispo 2001 — 2006
Bachelor of Science (BS), Geological and Earth Sciences/Geosciences
Patrick Brigman, CFA Patrick Brigman, CFA's Morgan Stanley Private Wealth Management Experience March 2014 - Present
Job Registered Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management March 2014 - Present
Morgan Stanley July 2011 - February 2014
Glass, Lewis & Co. February 2011 - May 2011
U.S. Department of Commerce May 2007 - August 2010
Brown Cullen NPS May 2009 - September 2009
Skills
Economics, Finance, Financial Analysis, Financial Modeling, Research, Investments, Bloomberg, SAS, Microsoft Office, Stata, Spanish, Data Analysis, Management Consulting, Portfolio Management, HTML, Italian, CRM, Multilingual, Maple, Python, BMC Remedy, Recon, Steps, ThomsonOne
Education
University of Louisville 2008 — 2009
Masters, Business Administration
Centre College 2003 — 2007
BS, Economics
Morgan Stanley Private Wealth Management March 2014 - Present
Morgan Stanley July 2011 - February 2014
Glass, Lewis & Co. February 2011 - May 2011
U.S. Department of Commerce May 2007 - August 2010
Brown Cullen NPS May 2009 - September 2009
Skills
Economics, Finance, Financial Analysis, Financial Modeling, Research, Investments, Bloomberg, SAS, Microsoft Office, Stata, Spanish, Data Analysis, Management Consulting, Portfolio Management, HTML, Italian, CRM, Multilingual, Maple, Python, BMC Remedy, Recon, Steps, ThomsonOne
Education
University of Louisville 2008 — 2009
Masters, Business Administration
Centre College 2003 — 2007
BS, Economics
Adam Blackwood Adam Blackwood's Morgan Stanley Private Wealth Management Experience 2005 - 2007
Job SVP/Wealth Advisor at Wells Fargo Private Bank
Industry Banking
Experience
Wells Fargo Private Bank 2007 - Present
Morgan Stanley Private Wealth Management 2005 - 2007
Banc of America Securities 2003 - 2005
JP Morgan Securities 1991 - 2003
Lehman Brothers 1986 - 1991
Irving Trust (acquired by Bank of New York) 1983 - 1985
Skills
Equities, Alternative Investments, Hedge Funds, Portfolio Management, Investments, Fixed Income, Capital Markets, Securities, Equity Research, Wealth Management, Relationship Management, Business Succession, Asset Managment, Family Office, Foundations, Nonprofits, Asset Allocation, Mergers & Acquisitions, Family Business, Institutional Sales, Marketing, Estate Planning, Series 7, Series 63, Life Insurance
Education
Emory University - Goizueta Business School
MBA, Finance, Marketing
Georgetown University - The McDonough School of Business
B.S., Marketing, Economics
Wells Fargo Private Bank 2007 - Present
Morgan Stanley Private Wealth Management 2005 - 2007
Banc of America Securities 2003 - 2005
JP Morgan Securities 1991 - 2003
Lehman Brothers 1986 - 1991
Irving Trust (acquired by Bank of New York) 1983 - 1985
Skills
Equities, Alternative Investments, Hedge Funds, Portfolio Management, Investments, Fixed Income, Capital Markets, Securities, Equity Research, Wealth Management, Relationship Management, Business Succession, Asset Managment, Family Office, Foundations, Nonprofits, Asset Allocation, Mergers & Acquisitions, Family Business, Institutional Sales, Marketing, Estate Planning, Series 7, Series 63, Life Insurance
Education
Emory University - Goizueta Business School
MBA, Finance, Marketing
Georgetown University - The McDonough School of Business
B.S., Marketing, Economics
Kashif Bhatti, MBA Kashif Bhatti, MBA's Morgan Stanley Private Wealth Management Experience October 2014 - Present
Job Tax Documentation Specialist at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management October 2014 - Present
Silicon Valley Bank December 2013 - July 2014
Goldman Sachs December 2012 - August 2013
UBS Bank USA January 2010 - December 2011
Beneficial Financial Group June 2008 - August 2009
Skills
Securities Valuation, Financial Modeling &..., Proficient in MS Word, MS Excel, MS Powerpoint and MS..., Fluent in English, Urdu, Hindi, and Punjabi languages, Experienced in mortgage..., Superior ratings in..., Effective use of..., A good understanding of..., Microsoft Excel, Loans, Urdu, Financial Analysis, Analysis, Credit, Financial Modeling, Valuation, Corporate Finance, Risk Management, Bloomberg, Hindi, Derivatives, Banking, Portfolio Management, Strategic Financial..., Fixed Income, Options, Securities, Trading, Series 7, Bloomberg Terminal, Investments, Forecasting, Financial Services, Access
Education
Westminster College 2009 — 2011
MBA, Economics & Marketing
Brigham Young University - Hawaii 2001 — 2006
Undergraduate, International Business Management and Economics
Morgan Stanley Private Wealth Management October 2014 - Present
Silicon Valley Bank December 2013 - July 2014
Goldman Sachs December 2012 - August 2013
UBS Bank USA January 2010 - December 2011
Beneficial Financial Group June 2008 - August 2009
Skills
Securities Valuation, Financial Modeling &..., Proficient in MS Word, MS Excel, MS Powerpoint and MS..., Fluent in English, Urdu, Hindi, and Punjabi languages, Experienced in mortgage..., Superior ratings in..., Effective use of..., A good understanding of..., Microsoft Excel, Loans, Urdu, Financial Analysis, Analysis, Credit, Financial Modeling, Valuation, Corporate Finance, Risk Management, Bloomberg, Hindi, Derivatives, Banking, Portfolio Management, Strategic Financial..., Fixed Income, Options, Securities, Trading, Series 7, Bloomberg Terminal, Investments, Forecasting, Financial Services, Access
Education
Westminster College 2009 — 2011
MBA, Economics & Marketing
Brigham Young University - Hawaii 2001 — 2006
Undergraduate, International Business Management and Economics
Katie Chaplin's Morgan Stanley Private Wealth Management Experience June 2012 - July 2012
Job Public Relations Intern at Louis Vuitton
Industry
Experience
Louis Vuitton May 2015 - August 2015
GIVENCHY May 2014 - August 2014
The Reformation June 2013 - September 2013
Morgan Stanley Private Wealth Management June 2012 - July 2012
INTERMIX August 2011 - July 2012
Shaw Ross International Importers April 2012 - May 2012
Morgan Stanley Private Wealth Management June 2011 - July 2011
Skills
Social Media, Marketing, Event Planning, Public Relations, Blogging, Leadership, Advertising, Fashion, Sales
Education
Duke University 2012 — 2016
Bachelor of Arts (BA), Visual and Media Studies, Markets and Management
Miami Country Day School 2002 — 2012
High School
Louis Vuitton May 2015 - August 2015
GIVENCHY May 2014 - August 2014
The Reformation June 2013 - September 2013
Morgan Stanley Private Wealth Management June 2012 - July 2012
INTERMIX August 2011 - July 2012
Shaw Ross International Importers April 2012 - May 2012
Morgan Stanley Private Wealth Management June 2011 - July 2011
Skills
Social Media, Marketing, Event Planning, Public Relations, Blogging, Leadership, Advertising, Fashion, Sales
Education
Duke University 2012 — 2016
Bachelor of Arts (BA), Visual and Media Studies, Markets and Management
Miami Country Day School 2002 — 2012
High School
Brooke Vestal's Morgan Stanley Private Wealth Management Experience April 2014 - Present
Job Registered Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management April 2014 - Present
Morgan Stanley April 2013 - 2014
Skills
Series 7, Equities, Series 63, Fixed Income, Wealth Management, Mutual Funds, Investments, Retirement Planning, Securities, Asset Allocation, Bloomberg, Alternative Investments
Education
Florida State University 1999 — 2003
Morgan Stanley Private Wealth Management April 2014 - Present
Morgan Stanley April 2013 - 2014
Skills
Series 7, Equities, Series 63, Fixed Income, Wealth Management, Mutual Funds, Investments, Retirement Planning, Securities, Asset Allocation, Bloomberg, Alternative Investments
Education
Florida State University 1999 — 2003
John Smit's Morgan Stanley Private Wealth Management Experience August 2011 - August 2015
Job Jefferies
Industry Financial Services
Experience
Jefferies August 2015 - Present
Morgan Stanley Private Wealth Management August 2011 - August 2015
Verdeja & De Armas January 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Bloomberg, Spanish, Microsoft Word, Wealth Management, Uniform Combined State..., Sales
Education
Florida State University 2007 — 2011
Bachelor's degree, Finance, General
Belen
Jefferies August 2015 - Present
Morgan Stanley Private Wealth Management August 2011 - August 2015
Verdeja & De Armas January 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Bloomberg, Spanish, Microsoft Word, Wealth Management, Uniform Combined State..., Sales
Education
Florida State University 2007 — 2011
Bachelor's degree, Finance, General
Belen
Jonathan La Mar Jonathan La Mar's Morgan Stanley Private Wealth Management Experience September 2006 - December 2011
Job Director, Client Reporting & Billing at HighTower
Industry Financial Services
Experience
HighTower January 2014 - Present
HighTower December 2011 - Present
Morgan Stanley Private Wealth Management September 2006 - December 2011
AT&T Wireless (Mobile Tel) September 2005 - July 2008
Northwestern Mutual Financial Network May 2006 - September 2006
Skills
Series 7, CRM, Customer Service, Asset Allocation, Wealth Management
Education
DePaul University 2004 — 2008
BS, Finance
HighTower January 2014 - Present
HighTower December 2011 - Present
Morgan Stanley Private Wealth Management September 2006 - December 2011
AT&T Wireless (Mobile Tel) September 2005 - July 2008
Northwestern Mutual Financial Network May 2006 - September 2006
Skills
Series 7, CRM, Customer Service, Asset Allocation, Wealth Management
Education
DePaul University 2004 — 2008
BS, Finance
Vanessa S's Morgan Stanley Private Wealth Management Experience May 2012 - June 2014
Job
Industry Financial Services
Experience
Innisfree M&A Incorporated July 2014 - Present
Morgan Stanley Private Wealth Management May 2012 - June 2014
United Nations 2009 - 2010
Skills
Uniform Combined State..., FINRA, Alternative Investments, Trading, Manage Client..., Problem Solving, Equity Research, Portfolio Management, Investment Strategies, Research, Options, Fixed Income, Equities, Emerging Markets, Series 7, Investment Management
Education
Columbia University - School of International and Public Affairs 2010 — 2012
Bryn Mawr College 2005 — 2009
Bachelor's degree
Study Abroad - Tokyo, Japan 2008
Innisfree M&A Incorporated July 2014 - Present
Morgan Stanley Private Wealth Management May 2012 - June 2014
United Nations 2009 - 2010
Skills
Uniform Combined State..., FINRA, Alternative Investments, Trading, Manage Client..., Problem Solving, Equity Research, Portfolio Management, Investment Strategies, Research, Options, Fixed Income, Equities, Emerging Markets, Series 7, Investment Management
Education
Columbia University - School of International and Public Affairs 2010 — 2012
Bryn Mawr College 2005 — 2009
Bachelor's degree
Study Abroad - Tokyo, Japan 2008
Alexandra Saary Alexandra Saary's Morgan Stanley Private Wealth Management Experience 2002 - 2002
Job Financial Controller at Voith Hydro Inc.
Industry Mechanical or Industrial Engineering
Experience
Voith Hydro Inc. December 2012 - Present
Voith Paper GmbH & Co. KG April 2011 - November 2012
Voith AG February 2008 - April 2011
Voith AG February 2007 - January 2008
Morgan Stanley Private Wealth Management 2002 - 2002
Skills
Sarbanes-Oxley Act, Internal Controls, Forecasting, Financial Analysis, Financial Reporting
Education
American University - Kogod School of Business 1999 — 2004
BSBA, International Business
Université Paris Dauphine
Voith Hydro Inc. December 2012 - Present
Voith Paper GmbH & Co. KG April 2011 - November 2012
Voith AG February 2008 - April 2011
Voith AG February 2007 - January 2008
Morgan Stanley Private Wealth Management 2002 - 2002
Skills
Sarbanes-Oxley Act, Internal Controls, Forecasting, Financial Analysis, Financial Reporting
Education
American University - Kogod School of Business 1999 — 2004
BSBA, International Business
Université Paris Dauphine
Nej Hanna's Morgan Stanley Private Wealth Management Experience 2008 - 2011
Job Vice President, Portfolio Solutions Group at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management 2011 - Present
Morgan Stanley Private Wealth Management 2008 - 2011
Morgan Stanley Private Wealth Management 2005 - 2008
Bridgewater Associates 2004 - 2005
Macy's Inc. 2003 - 2004
Skills
Bloomberg, FactSet, Morningstar Direct, Microsoft Office, Research, Leadership, Training, Teaching
Education
Columbia University in the City of New York 2008 — 2009
Master of Business Administration (MBA)
Carnegie Mellon University 1998 — 2002
Bachelors of Science in Business Administration
Morgan Stanley Investment Management 2011 - Present
Morgan Stanley Private Wealth Management 2008 - 2011
Morgan Stanley Private Wealth Management 2005 - 2008
Bridgewater Associates 2004 - 2005
Macy's Inc. 2003 - 2004
Skills
Bloomberg, FactSet, Morningstar Direct, Microsoft Office, Research, Leadership, Training, Teaching
Education
Columbia University in the City of New York 2008 — 2009
Master of Business Administration (MBA)
Carnegie Mellon University 1998 — 2002
Bachelors of Science in Business Administration
Glenn Gaydorus Glenn Gaydorus's Morgan Stanley Private Wealth Management Experience 1999 - 2005
Job Vice President / Wealth Management Advisor / CRPC
Industry Financial Services
Experience
Merrill Lynch 2005 - Present
Morgan Stanley Private Wealth Management 1999 - 2005
Education
Binghamton University - School of Management 1996 — 1999
MBA, Finance
Merrill Lynch 2005 - Present
Morgan Stanley Private Wealth Management 1999 - 2005
Education
Binghamton University - School of Management 1996 — 1999
MBA, Finance
Luke Daigle Luke Daigle's Morgan Stanley Private Wealth Management Experience November 2011 - May 2015
Job Associate Director Operations
Industry Financial Services
Experience
UBS Private Wealth Management June 2015 - Present
Morgan Stanley Private Wealth Management November 2011 - May 2015
Fidelity Investments August 2007 - August 2011
E*TRADE Financial April 1996 - January 2007
Skills
Operations Management, Sales Management, Sales Process, Operational Excellence, Corporate Communications, New Hire Training, Direct Sales, Wealth Management, Business Process..., Series 7, Client Development, Relationship Management, training, Risk Management, High Net Worth..., Training, Cross-functional Team..., Leadership, Financial Services, Management, Finance, Sales, Mutual Funds, Banking, Portfolio Management
Education
California State University-East Bay 1993 — 1995
BA, Communications
UBS Private Wealth Management June 2015 - Present
Morgan Stanley Private Wealth Management November 2011 - May 2015
Fidelity Investments August 2007 - August 2011
E*TRADE Financial April 1996 - January 2007
Skills
Operations Management, Sales Management, Sales Process, Operational Excellence, Corporate Communications, New Hire Training, Direct Sales, Wealth Management, Business Process..., Series 7, Client Development, Relationship Management, training, Risk Management, High Net Worth..., Training, Cross-functional Team..., Leadership, Financial Services, Management, Finance, Sales, Mutual Funds, Banking, Portfolio Management
Education
California State University-East Bay 1993 — 1995
BA, Communications
Christopher Manna Christopher Manna's Morgan Stanley Private Wealth Management Experience May 2008 - September 2008
Job Jr Portfolio Management Analyst
Industry Financial Services
Experience
UBS December 2014 - August 2015
UBS Wealth Management April 2014 - September 2014
UBS Wealth Management October 2013 - April 2014
Michael A. Manna & Esq May 2005 - October 2013
Freelance January 2008 - January 2009
Morgan Stanley Private Wealth Management May 2008 - September 2008
Skills
Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Finance, Microsoft Word, Social Media, Event Planning, Macroeconomics, Market Research, Outlook, VBA
Education
Columbia University in the City of New York 2009 — 2013
Bachelor's degree, Economics
Columbia University in the City of New York 2009 — 2013
BA, Economics, Senior
UBS December 2014 - August 2015
UBS Wealth Management April 2014 - September 2014
UBS Wealth Management October 2013 - April 2014
Michael A. Manna & Esq May 2005 - October 2013
Freelance January 2008 - January 2009
Morgan Stanley Private Wealth Management May 2008 - September 2008
Skills
Microsoft Office, Microsoft Excel, Data Analysis, PowerPoint, Finance, Microsoft Word, Social Media, Event Planning, Macroeconomics, Market Research, Outlook, VBA
Education
Columbia University in the City of New York 2009 — 2013
Bachelor's degree, Economics
Columbia University in the City of New York 2009 — 2013
BA, Economics, Senior
Brad Backus's Morgan Stanley Private Wealth Management Experience September 2009 - Present
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management September 2009 - Present
Morgan Stanley Private Wealth Management August 2008 - September 2009
Morgan Stanley February 2006 - August 2008
BB&T Capital Markets May 2004 - September 2004
Skills
Portfolio Management, Financial Modeling, Equities, Fixed Income, Hedge Funds, Finance, Investment Banking, Investments, Bonds, Asset Allocation, Financial Analysis, Valuation
Education
Amherst College 2002 — 2005
BA, English
Colgate University 2001 — 2002
Morgan Stanley Private Wealth Management September 2009 - Present
Morgan Stanley Private Wealth Management August 2008 - September 2009
Morgan Stanley February 2006 - August 2008
BB&T Capital Markets May 2004 - September 2004
Skills
Portfolio Management, Financial Modeling, Equities, Fixed Income, Hedge Funds, Finance, Investment Banking, Investments, Bonds, Asset Allocation, Financial Analysis, Valuation
Education
Amherst College 2002 — 2005
BA, English
Colgate University 2001 — 2002
Vanessa Sergeon Vanessa Sergeon's Morgan Stanley Private Wealth Management Experience February 2012 - January 2013
Job Software Engineer at Magnetic
Industry Computer Software
Experience
Magnetic September 2015 - Present
LiveIntent, Inc. November 2014 - September 2015
American Commodities Brokerage Company January 2013 - July 2014
Morgan Stanley Private Wealth Management February 2012 - January 2013
How to Get an A October 2011 - February 2012
Kaplan Fox & Kilsheimer LLP June 2009 - August 2009
Archery Capital June 2008 - August 2008
Skills
JavaScript, AngularJS, Node.js, Python, D3.js, MongoDB, Backbone.js, Django, React.js, Git, Test Driven Development, Object Oriented Software, HTML 5, CSS3, jQuery, SQLite, Trading, Microsoft Office, PowerPoint, Market Research, Economics, Money Management, Microsoft Excel, HTML5, CSS
Education
Fullstack Academy
Web Development
Haverford College 2006 — 2010
BA, Classical Culture & Society
Choate Rosemary Hall 2002 — 2006
Diploma
The Spence School 1993 — 2002
Magnetic September 2015 - Present
LiveIntent, Inc. November 2014 - September 2015
American Commodities Brokerage Company January 2013 - July 2014
Morgan Stanley Private Wealth Management February 2012 - January 2013
How to Get an A October 2011 - February 2012
Kaplan Fox & Kilsheimer LLP June 2009 - August 2009
Archery Capital June 2008 - August 2008
Skills
JavaScript, AngularJS, Node.js, Python, D3.js, MongoDB, Backbone.js, Django, React.js, Git, Test Driven Development, Object Oriented Software, HTML 5, CSS3, jQuery, SQLite, Trading, Microsoft Office, PowerPoint, Market Research, Economics, Money Management, Microsoft Excel, HTML5, CSS
Education
Fullstack Academy
Web Development
Haverford College 2006 — 2010
BA, Classical Culture & Society
Choate Rosemary Hall 2002 — 2006
Diploma
The Spence School 1993 — 2002
Nicolas Chikhani Nicolas Chikhani's Morgan Stanley Private Wealth Management Experience July 2009 - June 2013
Job Director of Product Management at Weight Watchers
Industry Internet
Experience
Weight Watchers June 2013 - Present
Morgan Stanley Private Wealth Management July 2009 - June 2013
University of Cambridge May 2008 - June 2008
HSBC December 2007 - March 2008
HSBC July 2007 - August 2007
Skills
Asset Allocation, Bloomberg, Trading, Financial Modeling, Portfolio Management, Derivatives
Education
Columbia University in the City of New York 2008 — 2009
MS, Financial Engineering
ENSTA ParisTech - École Nationale Supérieure de Techniques Avancées 2006 — 2009
Diplome d'Ingenieur (French Master level)
Ecole Nationale des Ponts et Chaussées 2006 — 2007
Certificate in Management, Strategy, Technology and Entrepreneurship
Weight Watchers June 2013 - Present
Morgan Stanley Private Wealth Management July 2009 - June 2013
University of Cambridge May 2008 - June 2008
HSBC December 2007 - March 2008
HSBC July 2007 - August 2007
Skills
Asset Allocation, Bloomberg, Trading, Financial Modeling, Portfolio Management, Derivatives
Education
Columbia University in the City of New York 2008 — 2009
MS, Financial Engineering
ENSTA ParisTech - École Nationale Supérieure de Techniques Avancées 2006 — 2009
Diplome d'Ingenieur (French Master level)
Ecole Nationale des Ponts et Chaussées 2006 — 2007
Certificate in Management, Strategy, Technology and Entrepreneurship
David Kinnear David Kinnear's Morgan Stanley Private Wealth Management Experience August 1997 - January 2005
Job Kinnear Family Wealth Management Group of Wells Fargo Advisors, LLC Managing Director Investment Officer
Industry Financial Services
Experience
Kinnear Family Wealth Management Group February 2012 - Present
UBS January 2005 - February 2012
Morgan Stanley Private Wealth Management August 1997 - January 2005
Procter & Gamble June 1990 - June 1995
Kinnear Painting - College Pro Painters January 1988 - January 1990
Education
The University of Chicago - Booth School of Business 1995 — 1997
Master of Business Administration (MBA), Finance, Organizational Behavior
Bucknell University 1986 — 1990
Bachelor of Science, Business Administration
Conestoga High School 1983 — 1986
Jamesville Dewitt High School 1982 — 1983
Kinnear Family Wealth Management Group February 2012 - Present
UBS January 2005 - February 2012
Morgan Stanley Private Wealth Management August 1997 - January 2005
Procter & Gamble June 1990 - June 1995
Kinnear Painting - College Pro Painters January 1988 - January 1990
Education
The University of Chicago - Booth School of Business 1995 — 1997
Master of Business Administration (MBA), Finance, Organizational Behavior
Bucknell University 1986 — 1990
Bachelor of Science, Business Administration
Conestoga High School 1983 — 1986
Jamesville Dewitt High School 1982 — 1983
Alla Train's Morgan Stanley Private Wealth Management Experience January 2015 - Present
Job Head of Incident Reporting and Issue Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2015 - Present
Morgan Stanley Private Wealth Management January 2015 - Present
Credit Suisse December 2012 - December 2014
UBS FINANCIAL SERVICES January 2000 - December 2012
MORGAN STANLEY DEAN WITTER July 1999 - October 1999
Merrill Lynch February 1999 - July 1999
BERNSTEIN & CO., INC February 1996 - February 1999
Skills
Series 7, Series 63, Organizational..., Solution Implementation, Risk Management, Strategic Planning, Strategy Implementation, Risk Assessment, Deep expertise in..., Securities, Finance, Strategy, Equities, Analysis, Investments, Training, Business Process, Investment Management, Team Leadership, SDLC, Management, Leadership, Operational Risk..., Financial Services, Process Improvement, Back Office, Trading Systems, Fixed Income, Business Analysis, Capital Markets, Mergers & Acquisitions, Portfolio Management, Wealth Management
Education
Emory University 1991 — 1995
BACHELOR OF ARTS DEGREE, International Studies (Economics; Political Science
Emory University 1991 — 1995
International Studies, Economics
Morgan Stanley August 2015 - Present
Morgan Stanley Private Wealth Management January 2015 - Present
Credit Suisse December 2012 - December 2014
UBS FINANCIAL SERVICES January 2000 - December 2012
MORGAN STANLEY DEAN WITTER July 1999 - October 1999
Merrill Lynch February 1999 - July 1999
BERNSTEIN & CO., INC February 1996 - February 1999
Skills
Series 7, Series 63, Organizational..., Solution Implementation, Risk Management, Strategic Planning, Strategy Implementation, Risk Assessment, Deep expertise in..., Securities, Finance, Strategy, Equities, Analysis, Investments, Training, Business Process, Investment Management, Team Leadership, SDLC, Management, Leadership, Operational Risk..., Financial Services, Process Improvement, Back Office, Trading Systems, Fixed Income, Business Analysis, Capital Markets, Mergers & Acquisitions, Portfolio Management, Wealth Management
Education
Emory University 1991 — 1995
BACHELOR OF ARTS DEGREE, International Studies (Economics; Political Science
Emory University 1991 — 1995
International Studies, Economics
Alison Commiciotto's Morgan Stanley Private Wealth Management Experience April 2011 - February 2012
Job Associate
Industry Financial Services
Experience
ICONIQ Capital February 2012 - March 2015
Morgan Stanley Private Wealth Management April 2011 - February 2012
UBS Financial Services January 2007 - April 2011
Cohler Financial February 2005 - December 2006
United Planners' Financial Services September 2002 - February 2005
Skills
Family Office, Finance, Series 7, Series 66, Financial Services, Salesforce.com, Microsoft Office, Customer Service
Education
Arizona State University 1998 — 2002
Bachelors, Political Science and Justice Studies
ICONIQ Capital February 2012 - March 2015
Morgan Stanley Private Wealth Management April 2011 - February 2012
UBS Financial Services January 2007 - April 2011
Cohler Financial February 2005 - December 2006
United Planners' Financial Services September 2002 - February 2005
Skills
Family Office, Finance, Series 7, Series 66, Financial Services, Salesforce.com, Microsoft Office, Customer Service
Education
Arizona State University 1998 — 2002
Bachelors, Political Science and Justice Studies
Sanjay Rastogi's Morgan Stanley Private Wealth Management Experience May 2013 - August 2014
Job Technical leadership for Corporate Systems Tax products
Industry Computer Software
Experience
Thomson Reuters September 2014 - Present
Morgan Stanley Private Wealth Management May 2013 - August 2014
American Express / SERVE August 2011 - April 2013
Credit Suisse April 2002 - January 2011
Net2Phone 2001 - 2002
Skills
SDLC, Business Analysis, Business Intelligence, Enterprise Architecture, Software Project..., Requirements Analysis, IT Strategy, Data Warehousing, Data Modeling, User Acceptance Testing, Agile Methodologies, Sybase, Management
Education
Birla Institute of Technology 1988 — 1991
Master's, Computer Applications
University of Lucknow 1985 — 1988
Bachelor's, Mathematics, Physics, Chemistry
Loyola 1973 — 1983
High School
Thomson Reuters September 2014 - Present
Morgan Stanley Private Wealth Management May 2013 - August 2014
American Express / SERVE August 2011 - April 2013
Credit Suisse April 2002 - January 2011
Net2Phone 2001 - 2002
Skills
SDLC, Business Analysis, Business Intelligence, Enterprise Architecture, Software Project..., Requirements Analysis, IT Strategy, Data Warehousing, Data Modeling, User Acceptance Testing, Agile Methodologies, Sybase, Management
Education
Birla Institute of Technology 1988 — 1991
Master's, Computer Applications
University of Lucknow 1985 — 1988
Bachelor's, Mathematics, Physics, Chemistry
Loyola 1973 — 1983
High School
Victoria Eckstein's Morgan Stanley Private Wealth Management Experience January 2007 - April 2010
Job Vice President, Morgan Stanley Investment Management, Hedge Fund Solutions
Industry Financial Services
Experience
Morgan Stanley Investment Management April 2010 - Present
Morgan Stanley Private Wealth Management January 2007 - April 2010
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
Brandeis University 2001 — 2003
BA, Political Science and Public Policy
Franklin & Marshall College 1999 — 2001
BA, Political Science and Public Policy
Horace Mann School 1995 — 1999
Morgan Stanley Investment Management April 2010 - Present
Morgan Stanley Private Wealth Management January 2007 - April 2010
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2003 — 2006
Brandeis University 2001 — 2003
BA, Political Science and Public Policy
Franklin & Marshall College 1999 — 2001
BA, Political Science and Public Policy
Horace Mann School 1995 — 1999
Darryl Coker's Morgan Stanley Private Wealth Management Experience March 2011 - Present
Job Lending Advisor at Morgan Stanley Private Wealth Management
Industry Banking
Experience
Morgan Stanley Private Wealth Management March 2011 - Present
Wells Fargo/Wachovia 1998 - March 2011
Education
Central Michigan University 1999 — 2001
M.S., Administration
Virginia Union University 1986 — 1990
B.S., Business Administration
Morgan Stanley Private Wealth Management March 2011 - Present
Wells Fargo/Wachovia 1998 - March 2011
Education
Central Michigan University 1999 — 2001
M.S., Administration
Virginia Union University 1986 — 1990
B.S., Business Administration
Jay Vagnini's Morgan Stanley Private Wealth Management Experience March 2015 - Present
Job Private Banker at Morgan Stanley Private Wealth Management
Industry Banking
Experience
Morgan Stanley Private Wealth Management March 2015 - Present
Merrill Lynch May 2006 - March 2015
Sovereign Bank April 2005 - May 2006
Skills
Customer Relations, Notary Public, Credit, Private Banking, Wealth Management, Loans, Finance, Mortgage Lending, Banking, Series 7, Life Insurance, Series 63, Consumer Lending, Loan Origination, Mortgage Banking, Series 6, Relationship Management, High Net Worth..., Securities Lending, Customer Service, Portfolio Management
Education
Bryant University 1995 — 1999
BS
Morgan Stanley Private Wealth Management March 2015 - Present
Merrill Lynch May 2006 - March 2015
Sovereign Bank April 2005 - May 2006
Skills
Customer Relations, Notary Public, Credit, Private Banking, Wealth Management, Loans, Finance, Mortgage Lending, Banking, Series 7, Life Insurance, Series 63, Consumer Lending, Loan Origination, Mortgage Banking, Series 6, Relationship Management, High Net Worth..., Securities Lending, Customer Service, Portfolio Management
Education
Bryant University 1995 — 1999
BS
Joshua Davis, CFA's Morgan Stanley Private Wealth Management Experience September 2015 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management September 2015 - Present
Education
Binghamton University - School of Management 1997 — 2001
Bachelor's degree, Finance, General
Morgan Stanley Private Wealth Management September 2015 - Present
Education
Binghamton University - School of Management 1997 — 2001
Bachelor's degree, Finance, General
Ileana van der Linde's Morgan Stanley Private Wealth Management Experience November 2010 - December 2012
Job Executive Director at JPM Private Bank | Asset Mgmt
Industry Financial Services
Experience
J.P. Morgan Asset Management December 2012 - Present
Island Dog Design, Inc. 2008 - Present
Morgan Stanley Private Wealth Management November 2010 - December 2012
Capgemini Consulting September 2006 - May 2011
Citigroup Private Bank 1997 - 2006
Citi 1997 - 2001
Hewlett-Packard 1988 - 1994
Skills
Wealth Management, Wealth, Private Banking, High Net Worth..., Banking, Sustainability, Sustainable Design, Management
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Stanford University Graduate School of Business 2004 — 2004
Exec Ed
Georgetown University
J.P. Morgan Asset Management December 2012 - Present
Island Dog Design, Inc. 2008 - Present
Morgan Stanley Private Wealth Management November 2010 - December 2012
Capgemini Consulting September 2006 - May 2011
Citigroup Private Bank 1997 - 2006
Citi 1997 - 2001
Hewlett-Packard 1988 - 1994
Skills
Wealth Management, Wealth, Private Banking, High Net Worth..., Banking, Sustainability, Sustainable Design, Management
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA)
Stanford University Graduate School of Business 2004 — 2004
Exec Ed
Georgetown University
Dan O'Kray, CFP®'s Morgan Stanley Private Wealth Management Experience March 2012 - Present
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management March 2012 - Present
Nuveen Investments February 2010 - March 2012
Credit Suisse April 2008 - February 2010
Merrill Lynch - Private Banking & Investment Group 2006 - 2008
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Financial Analysis
St. Norbert College 2002 — 2006
Bachelor of Business Administration
Morgan Stanley Private Wealth Management March 2012 - Present
Nuveen Investments February 2010 - March 2012
Credit Suisse April 2008 - February 2010
Merrill Lynch - Private Banking & Investment Group 2006 - 2008
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Business Administration (M.B.A.), Financial Analysis
St. Norbert College 2002 — 2006
Bachelor of Business Administration
Bruce Dariani's Morgan Stanley Private Wealth Management Experience January 2011 - Present
Job Senior System Analyst at Morgan Stanley Private Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Private Wealth Management January 2011 - Present
Credit Suisse First Boston November 2009 - July 2010
morgan stanley October 1996 - July 2008
Chase Manhattan Corporation September 1986 - October 1996
Education
City University of New York City College 1980 — 1982
MS, Computer Science
Morgan Stanley Private Wealth Management January 2011 - Present
Credit Suisse First Boston November 2009 - July 2010
morgan stanley October 1996 - July 2008
Chase Manhattan Corporation September 1986 - October 1996
Education
City University of New York City College 1980 — 1982
MS, Computer Science
Victor Pedroso, CFE, CVA's Morgan Stanley Private Wealth Management Experience September 2000 - September 2002
Job Staff Accountant at US Securities and Exchange Commission
Industry Accounting
Experience
US Securities and Exchange Commission June 2009 - Present
Stanley I Foodman, CPA & CFE March 2007 - June 2009
Kane & Company, Certified Public Accountants & Business Solutions, November 2005 - June 2006
Grant Thornton LLP, Economic Advisory Services (EAS) November 2004 - October 2005
Solesco Power Systems October 2002 - October 2004
Morgan Stanley Private Wealth Management September 2000 - September 2002
The Chase Manhattan Bank 1997 - 2000
Skills
Auditing, Forensic Accounting, Financial Analysis, Business Valuation, Fraud, Valuation, Certified Fraud Examiner, Portfolio Management, Series 7, Investments, Litigation Support, Accounting, Financial Accounting, Securities, Hedge Funds, Private Equity, SEC, Financial Audits, SEC filings, Finance
Education
Florida Atlantic University 2006 — 2008
M.S. in Accounting
Gettysburg College 1993 — 1997
BA
US Securities and Exchange Commission June 2009 - Present
Stanley I Foodman, CPA & CFE March 2007 - June 2009
Kane & Company, Certified Public Accountants & Business Solutions, November 2005 - June 2006
Grant Thornton LLP, Economic Advisory Services (EAS) November 2004 - October 2005
Solesco Power Systems October 2002 - October 2004
Morgan Stanley Private Wealth Management September 2000 - September 2002
The Chase Manhattan Bank 1997 - 2000
Skills
Auditing, Forensic Accounting, Financial Analysis, Business Valuation, Fraud, Valuation, Certified Fraud Examiner, Portfolio Management, Series 7, Investments, Litigation Support, Accounting, Financial Accounting, Securities, Hedge Funds, Private Equity, SEC, Financial Audits, SEC filings, Finance
Education
Florida Atlantic University 2006 — 2008
M.S. in Accounting
Gettysburg College 1993 — 1997
BA
Jordan Hopkins's Morgan Stanley Private Wealth Management Experience July 2006 - August 2007
Job Investment Banking Associate
Industry Financial Services
Experience
Barclays Investment Bank July 2014 - Present
Barclays Investment Bank May 2013 - August 2013
JPMorgan Chase June 2010 - January 2012
JPMorgan Chase August 2007 - June 2010
Morgan Stanley Private Wealth Management July 2006 - August 2007
Skills
Series 7, Bloomberg, Monte Carlo Simulation, Securities, Series 63, Business Strategy, Business Development, Investments, Private Equity, Hedge Funds, Alternative Investments, Portfolio Management, Financial Analysis, Structured Products, Strategy, Financial Modeling, Investment Banking
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
Duke University 2002 — 2006
Engineering
Drew University 2006 — 2007
Economics
Morristown High School 1998 — 2002
Barclays Investment Bank July 2014 - Present
Barclays Investment Bank May 2013 - August 2013
JPMorgan Chase June 2010 - January 2012
JPMorgan Chase August 2007 - June 2010
Morgan Stanley Private Wealth Management July 2006 - August 2007
Skills
Series 7, Bloomberg, Monte Carlo Simulation, Securities, Series 63, Business Strategy, Business Development, Investments, Private Equity, Hedge Funds, Alternative Investments, Portfolio Management, Financial Analysis, Structured Products, Strategy, Financial Modeling, Investment Banking
Education
Carnegie Mellon University - Tepper School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Accounting and Finance
Duke University 2002 — 2006
Engineering
Drew University 2006 — 2007
Economics
Morristown High School 1998 — 2002
Jonathan Usich's Morgan Stanley Private Wealth Management Experience July 2007 - Present
Job Senior Vice President, Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management July 2007 - Present
UBS Financial Services 1996 - July 2007
Education
Dickinson College 1989 — 1993
BA, History
Avon Old Farms 1986 — 1989
Morgan Stanley Private Wealth Management July 2007 - Present
UBS Financial Services 1996 - July 2007
Education
Dickinson College 1989 — 1993
BA, History
Avon Old Farms 1986 — 1989
Lee Nesser's Morgan Stanley Private Wealth Management Experience September 2008 - September 2013
Job Senior Vice PresidentWealth Management, Senior Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch September 2013 - Present
Morgan Stanley - Private Wealth Management September 2008 - September 2013
Lehman Brothers Holdings Inc. - Private Client Services 2001 - 2008
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Capital Markets, Wealth Management, Series 7, Asset Allocation, Bloomberg, Series 63, Options, Equity Trading, Financial Advisory, Wealth Management..., Private Banking, Residential Mortgages, Real Estate Financing, Liquidity Management, Derivatives, Securities, Investments, Finance, Portfolio Management, Estate Planning, Private Equity, Mutual Funds, Asset Management
Education
University of Colorado Boulder 1995 — 1997
MBA, Finance Marketing Entrepreneurship
Binghamton University - School of Management 1988 — 1992
BS, Business Administration
Merrill Lynch September 2013 - Present
Morgan Stanley - Private Wealth Management September 2008 - September 2013
Lehman Brothers Holdings Inc. - Private Client Services 2001 - 2008
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Capital Markets, Wealth Management, Series 7, Asset Allocation, Bloomberg, Series 63, Options, Equity Trading, Financial Advisory, Wealth Management..., Private Banking, Residential Mortgages, Real Estate Financing, Liquidity Management, Derivatives, Securities, Investments, Finance, Portfolio Management, Estate Planning, Private Equity, Mutual Funds, Asset Management
Education
University of Colorado Boulder 1995 — 1997
MBA, Finance Marketing Entrepreneurship
Binghamton University - School of Management 1988 — 1992
BS, Business Administration
Patrick Gremban's Morgan Stanley Private Wealth Management Experience July 2007 - Present
Job VP at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management July 2007 - Present
FGIC 2006 - 2007
Vanguard 2005 - 2006
Skills
Matlab, VBA, Financial Modeling, Quantitative Analytics, Asset Allocation, Portfolio Management
Education
Columbia University in the City of New York 2009 — 2012
MS, Applied Mathematics
Princeton University 2001 — 2005
BSE, Operations Research & Financial Engineering
Morgan Stanley Private Wealth Management July 2007 - Present
FGIC 2006 - 2007
Vanguard 2005 - 2006
Skills
Matlab, VBA, Financial Modeling, Quantitative Analytics, Asset Allocation, Portfolio Management
Education
Columbia University in the City of New York 2009 — 2012
MS, Applied Mathematics
Princeton University 2001 — 2005
BSE, Operations Research & Financial Engineering
Ruggero Borletti's Morgan Stanley Private Wealth Management Experience August 2000 - November 2008
Job Private Wealth Advisor at UBS Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management November 2008 - Present
Morgan Stanley Private Wealth Management August 2000 - November 2008
Education
Brown University 1984 — 1988
BA, Economics
Aiglon College, Chesieres, Switzerland 1978 — 1984
High School
UBS Private Wealth Management November 2008 - Present
Morgan Stanley Private Wealth Management August 2000 - November 2008
Education
Brown University 1984 — 1988
BA, Economics
Aiglon College, Chesieres, Switzerland 1978 — 1984
High School
Andrew Jakob's Morgan Stanley Private Wealth Management Experience September 2010 - December 2011
Job Associate at Silicon Valley Bank
Industry Banking
Experience
Silicon Valley Bank September 2014 - Present
PNC July 2013 - August 2014
PNC January 2012 - July 2013
Morgan Stanley Private Wealth Management September 2010 - December 2011
Bank of America Merrill Lynch January 2010 - April 2010
Skills
Siebel, Microsoft Office, Client Service Oriented, Investments, Trust Services, Trust Operations, Portfolio Management
Education
DePaul University 2008 — 2011
Bachelor of Science (B.S.), Economics
Silicon Valley Bank September 2014 - Present
PNC July 2013 - August 2014
PNC January 2012 - July 2013
Morgan Stanley Private Wealth Management September 2010 - December 2011
Bank of America Merrill Lynch January 2010 - April 2010
Skills
Siebel, Microsoft Office, Client Service Oriented, Investments, Trust Services, Trust Operations, Portfolio Management
Education
DePaul University 2008 — 2011
Bachelor of Science (B.S.), Economics
Amy Esposito's Morgan Stanley Private Wealth Management Experience December 2006 - Present
Job Executive Director, Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management December 2006 - Present
Morgan Stanley Private Wealth Management December 2001 - December 2006
Education
Dickinson College
BA, Political Science, Economics
Lehigh University
MBA
Morgan Stanley Private Wealth Management December 2006 - Present
Morgan Stanley Private Wealth Management December 2001 - December 2006
Education
Dickinson College
BA, Political Science, Economics
Lehigh University
MBA
Brian Crable's Morgan Stanley Private Wealth Management Experience August 2011 - August 2014
Job Sales rep pursuing business development/account manager position at young tech company
Industry Computer Software
Experience
Shopseen March 2015 - May 2015
Morgan Stanley Private Wealth Management August 2011 - August 2014
CCCSSF August 2010 - August 2011
UBS May 2009 - July 2009
The Nyhart Company May 2008 - August 2008
Skills
Retirement Planning, Investments, Sales, Financial Analysis, Leadership, Microsoft Excel, Customer Service, PowerPoint, Marketing, Finance, Social Media, Social Media Marketing, Microsoft Office, Social Networking, Cold Calling
Education
Butler University 2005 — 2009
Bachelor of Science, Finance
Shopseen March 2015 - May 2015
Morgan Stanley Private Wealth Management August 2011 - August 2014
CCCSSF August 2010 - August 2011
UBS May 2009 - July 2009
The Nyhart Company May 2008 - August 2008
Skills
Retirement Planning, Investments, Sales, Financial Analysis, Leadership, Microsoft Excel, Customer Service, PowerPoint, Marketing, Finance, Social Media, Social Media Marketing, Microsoft Office, Social Networking, Cold Calling
Education
Butler University 2005 — 2009
Bachelor of Science, Finance
Justin Hui's Morgan Stanley Private Wealth Management Experience July 2010 - August 2010
Job Licensed Real Estate Agent at Halstead Property
Industry Financial Services
Experience
Halstead Property October 2011 - September 2012
Morgan Stanley Private Wealth Management July 2010 - August 2010
Skills
Real Estate Transactions, Financial Analysis, Team Leadership, Sales, Negotiation, Presentations, Consulting, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Advertising, Event Management, Finance, Investments, Portfolio Management
Education
Boston University Questrom School of Business 2007 — 2011
B.S, Business Administration; Finance
Halstead Property October 2011 - September 2012
Morgan Stanley Private Wealth Management July 2010 - August 2010
Skills
Real Estate Transactions, Financial Analysis, Team Leadership, Sales, Negotiation, Presentations, Consulting, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Advertising, Event Management, Finance, Investments, Portfolio Management
Education
Boston University Questrom School of Business 2007 — 2011
B.S, Business Administration; Finance
Parker Hendrix's Morgan Stanley Private Wealth Management Experience May 2012 - June 2013
Job Private Equity Analyst at Lariat Partners, LP
Industry Venture Capital & Private Equity
Experience
Morgan Stanley Private Wealth Management May 2012 - June 2013
Morgan Stanley Private Wealth Management May 2010 - May 2012
Black Creek Group May 2008 - August 2008
Arizona Sundogs Hockey Club May 2007 - August 2007
Morgan Stanley May 2006 - August 2007
Education
University of Denver 2011 — 2013
Master of Business Administration (MBA), Daniels College of Business
Colorado State University 2005 — 2009
Bachelor of Science
Morgan Stanley Private Wealth Management May 2012 - June 2013
Morgan Stanley Private Wealth Management May 2010 - May 2012
Black Creek Group May 2008 - August 2008
Arizona Sundogs Hockey Club May 2007 - August 2007
Morgan Stanley May 2006 - August 2007
Education
University of Denver 2011 — 2013
Master of Business Administration (MBA), Daniels College of Business
Colorado State University 2005 — 2009
Bachelor of Science
Cynthia Goren's Morgan Stanley Private Wealth Management Experience November 2011 - June 2014
Job .
Industry Banking
Experience
Morgan Stanley Private Wealth Management November 2011 - June 2014
BNP Paribas September 2005 - November 2011
Banca Sella July 2004 - September 2005
Coutts Bank June 2001 - July 2002
JB Oxford & Co. February 1999 - May 2001
Skills
Fixed Income, Private Banking, Wealth Management, Banking, Equities, Portfolio Management, Series 7, Investment Banking, Securities, Capital Markets, Investments, Mutual Funds, Financial Services, Bloomberg, Credit
Education
Florida International University - College of Business 1994 — 1997
BA, Finance & International Business
Morgan Stanley Private Wealth Management November 2011 - June 2014
BNP Paribas September 2005 - November 2011
Banca Sella July 2004 - September 2005
Coutts Bank June 2001 - July 2002
JB Oxford & Co. February 1999 - May 2001
Skills
Fixed Income, Private Banking, Wealth Management, Banking, Equities, Portfolio Management, Series 7, Investment Banking, Securities, Capital Markets, Investments, Mutual Funds, Financial Services, Bloomberg, Credit
Education
Florida International University - College of Business 1994 — 1997
BA, Finance & International Business
Robert Wellington's Morgan Stanley Private Wealth Management Experience June 2013 - Present
Job Private Wealth Advisor
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management June 2013 - Present
Morgan Stanley Private Wealth Management September 2008 - June 2013
Skills
Investment Advisory, Portfolio Management, Trade Execution, Market Analysis, Client Development, Prospecting New Clients, MLP, Equities, Options, Fixed Income, Alternative Investments, Series 7, Series 66, Microsoft Excel, PowerPoint, Bloomberg Terminal, Thompson One, Outlook, Bloomberg, Wealth Management..., series 3, Futures, Hedge Funds, Series 63, Financial Modeling, Securities, Private Equity, Equity Research
Education
Duke University 2004 — 2008
Bachelor of Arts (B.A.), Sociology, Markets and Management Certificate
Morgan Stanley Private Wealth Management June 2013 - Present
Morgan Stanley Private Wealth Management September 2008 - June 2013
Skills
Investment Advisory, Portfolio Management, Trade Execution, Market Analysis, Client Development, Prospecting New Clients, MLP, Equities, Options, Fixed Income, Alternative Investments, Series 7, Series 66, Microsoft Excel, PowerPoint, Bloomberg Terminal, Thompson One, Outlook, Bloomberg, Wealth Management..., series 3, Futures, Hedge Funds, Series 63, Financial Modeling, Securities, Private Equity, Equity Research
Education
Duke University 2004 — 2008
Bachelor of Arts (B.A.), Sociology, Markets and Management Certificate
Terry Markey's Morgan Stanley Private Wealth Management Experience December 1980 - Present
Job Managing Director at Morgan Stanley Private Wealth Management
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management December 1980 - Present
Skills
Portfolio Management, Private Banking, Asset Management, Equities, Wealth Management, Alternative Investments, Wealth Management..., Investment Strategies, Hedge Funds, Fixed Income, Securities, Capital Markets, Investment Banking
Education
Boston College - Carroll School of Management 1975 — 1979
BS, Marketing
Morgan Stanley Private Wealth Management December 1980 - Present
Skills
Portfolio Management, Private Banking, Asset Management, Equities, Wealth Management, Alternative Investments, Wealth Management..., Investment Strategies, Hedge Funds, Fixed Income, Securities, Capital Markets, Investment Banking
Education
Boston College - Carroll School of Management 1975 — 1979
BS, Marketing
Harrison Sarner's Morgan Stanley Private Wealth Management Experience June 2011 - August 2011
Job Summer Analyst at Schafer Cullen Capital Management, Inc.
Industry Financial Services
Experience
Schafer Cullen Capital Management, Inc. May 2015 - Present
THELAW.TV June 2013 - August 2013
Global Securities group February 2013 - April 2013
Morgan Stanley Private Wealth Management June 2011 - August 2011
The Scripps Research Institute - Florida campus May 2008 - May 2009
Skills
Microsoft Excel, Microsoft Office, Financial Modeling, Research, Data Analysis, Microsoft Word, Economics, Leadership, Financial Analysis, PowerPoint, Healthcare, Spanish, SPSS
Education
Duke University 2009 — 2014
Bachelor of Science (B.S.), Economics
Schafer Cullen Capital Management, Inc. May 2015 - Present
THELAW.TV June 2013 - August 2013
Global Securities group February 2013 - April 2013
Morgan Stanley Private Wealth Management June 2011 - August 2011
The Scripps Research Institute - Florida campus May 2008 - May 2009
Skills
Microsoft Excel, Microsoft Office, Financial Modeling, Research, Data Analysis, Microsoft Word, Economics, Leadership, Financial Analysis, PowerPoint, Healthcare, Spanish, SPSS
Education
Duke University 2009 — 2014
Bachelor of Science (B.S.), Economics
Moses-Coleman Sharon's Morgan Stanley Private Wealth Management Experience August 1990 - Present
Job Relationship Manager at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management August 1990 - Present
Education
California State University-Northridge 1985 — 1990
Bachelor's degree, Political Science and Government
Morgan Stanley Private Wealth Management August 1990 - Present
Education
California State University-Northridge 1985 — 1990
Bachelor's degree, Political Science and Government
Dhruv Sahi's Morgan Stanley Private Wealth Management Experience June 2011 - July 2011
Job Student at Connecticut College
Industry Business Supplies and Equipment
Experience
Volovivo Consulting August 2014 - Present
HSBC June 2013 - August 2013
Morgan Stanley Private Wealth Management June 2011 - July 2011
Skills
Microsoft Office, Data Analysis, Research, Microsoft Excel, Social Media, Economics, Strategic Planning, Matlab, Editing
Education
Connecticut College 2010 — 2014
Bachelor of Arts, Mathematics and Economics
Mahindra United World College of India 2008 — 2010
Volovivo Consulting August 2014 - Present
HSBC June 2013 - August 2013
Morgan Stanley Private Wealth Management June 2011 - July 2011
Skills
Microsoft Office, Data Analysis, Research, Microsoft Excel, Social Media, Economics, Strategic Planning, Matlab, Editing
Education
Connecticut College 2010 — 2014
Bachelor of Arts, Mathematics and Economics
Mahindra United World College of India 2008 — 2010
Raul Sanchez Elia's Morgan Stanley Private Wealth Management Experience September 2010 - December 2012
Job Partner COO at Optimum Capital Partners, Inc.
Industry Financial Services
Experience
Optimum Capital Partners, Inc. January 2013 - Present
Morgan Stanley Private Wealth Management September 2010 - December 2012
Guggenheim Advisors 2002 - 2010
The Condor Group 1987 - 2001
Education
Thunderbird School of Global Management 1976 — 1977
MIM, Marketing, Financial Accounting
Brown University 1972 — 1976
B.A., International Relations and Economics
St George's College 1965 — 1971
GCE, Economics
Optimum Capital Partners, Inc. January 2013 - Present
Morgan Stanley Private Wealth Management September 2010 - December 2012
Guggenheim Advisors 2002 - 2010
The Condor Group 1987 - 2001
Education
Thunderbird School of Global Management 1976 — 1977
MIM, Marketing, Financial Accounting
Brown University 1972 — 1976
B.A., International Relations and Economics
St George's College 1965 — 1971
GCE, Economics
Thomas Nielson's Morgan Stanley Private Wealth Management Experience 1999 - Present
Job First Vice President at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management 1999 - Present
Education
Brigham Young University 1983 — 1985
MBA, Finance/Quantitative Methods
Brigham Young University 1979 — 1983
BSME, Mechanical Engineering
Morgan Stanley Private Wealth Management 1999 - Present
Education
Brigham Young University 1983 — 1985
MBA, Finance/Quantitative Methods
Brigham Young University 1979 — 1983
BSME, Mechanical Engineering
Beth Siewers's Morgan Stanley Private Wealth Management Experience January 1999 - July 2002
Job Paralegal at SunTrust Mortgage
Industry Banking
Experience
SunTrust Mortgage August 2002 - Present
Morgan Stanley Private Wealth Management January 1999 - July 2002
Computer People January 1995 - March 1999
Education
College of Charleston 1989 — 1992
Bachelor of Administration, Intermodal Transportation
SunTrust Mortgage August 2002 - Present
Morgan Stanley Private Wealth Management January 1999 - July 2002
Computer People January 1995 - March 1999
Education
College of Charleston 1989 — 1992
Bachelor of Administration, Intermodal Transportation
Darlene Howard's Morgan Stanley Private Wealth Management Experience June 2012 - May 2013
Job Compliance Analyst
Industry Financial Services
Experience
Contractor July 2014 - Present
JPMorgan Chase & Co. April 2014 - June 2014
Morgan Stanley Private Wealth Management June 2012 - May 2013
Self-Employed Contractor April 2009 - June 2012
Skills
Accounting, Account Reconciliation, Financial Reporting, Finance, Accounts Receivable, Tax, General Ledger, Accounts Payable, Auditing, Internal Audit, Financial Accounting, Access, Cash Management
Education
Columbus State Community College
Associate's degree, Legal Assistant/Paralegal
Franklin University
Continuing, Accounting and Business/Management
Contractor July 2014 - Present
JPMorgan Chase & Co. April 2014 - June 2014
Morgan Stanley Private Wealth Management June 2012 - May 2013
Self-Employed Contractor April 2009 - June 2012
Skills
Accounting, Account Reconciliation, Financial Reporting, Finance, Accounts Receivable, Tax, General Ledger, Accounts Payable, Auditing, Internal Audit, Financial Accounting, Access, Cash Management
Education
Columbus State Community College
Associate's degree, Legal Assistant/Paralegal
Franklin University
Continuing, Accounting and Business/Management
Joseph Parisi's Morgan Stanley Private Wealth Management Experience July 2015 - Present
Job Executive Director at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management July 2015 - Present
Barclays September 2008 - June 2015
Lehman Brothers June 1992 - September 2008
Education
Bucknell University 1988 — 1992
Bachelor's Degree
Morgan Stanley Private Wealth Management July 2015 - Present
Barclays September 2008 - June 2015
Lehman Brothers June 1992 - September 2008
Education
Bucknell University 1988 — 1992
Bachelor's Degree
KC COLE's Morgan Stanley Private Wealth Management Experience February 1998 - March 2003
Job AVP SALES MANAGER; DEVELOPMENT OFFICER at PNC BANK
Industry Banking
Experience
PNC BANK June 2004 - Present
Morgan Stanley Private Wealth Management February 1998 - March 2003
PI ADVERTISING July 1996 - January 1998
Skills
Outstanding leadership, Sales Management, Financial Analysis, Sales Presentations, Direct Sales, Community Outreach, Corporate Communications, Challenge Driven, Goal-driven leader, Goal Oriented, Team Management, Team Leadership
Education
Delaware State University 1992 — 1996
Bachelor of Arts (B.A.), BUSINESS/PUBLIC RELATIONS/JOURNALISM
PNC BANK June 2004 - Present
Morgan Stanley Private Wealth Management February 1998 - March 2003
PI ADVERTISING July 1996 - January 1998
Skills
Outstanding leadership, Sales Management, Financial Analysis, Sales Presentations, Direct Sales, Community Outreach, Corporate Communications, Challenge Driven, Goal-driven leader, Goal Oriented, Team Management, Team Leadership
Education
Delaware State University 1992 — 1996
Bachelor of Arts (B.A.), BUSINESS/PUBLIC RELATIONS/JOURNALISM
Christine Price's Morgan Stanley Private Wealth Management Experience May 2006 - Present
Job
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management May 2006 - Present
UBS January 2001 - May 2006
Raymond James Financial Inc. 1995 - 2000
Skills
Series 7, Series 63, Equity Trading, Restricted Stock, Manage Client..., Office Administration, Trading Strategies, Venture Capital, Project Coordination, Database Administration
Education
Colgate University
Bachelor of Arts (BA)
Morgan Stanley Private Wealth Management May 2006 - Present
UBS January 2001 - May 2006
Raymond James Financial Inc. 1995 - 2000
Skills
Series 7, Series 63, Equity Trading, Restricted Stock, Manage Client..., Office Administration, Trading Strategies, Venture Capital, Project Coordination, Database Administration
Education
Colgate University
Bachelor of Arts (BA)
Nancy Bernstein's Morgan Stanley Private Wealth Management Experience November 2011 - Present
Job Senior Vice President Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management November 2011 - Present
Merrill Lynch April 1998 - November 2011
Education
American University
Bachelor of Arts (B.A.)
Morgan Stanley Private Wealth Management November 2011 - Present
Merrill Lynch April 1998 - November 2011
Education
American University
Bachelor of Arts (B.A.)
Jamie Pardee's Morgan Stanley Private Wealth Management Experience July 2007 - Present
Job Sales Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management July 2007 - Present
Education
Boston College - Carroll School of Management 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
Morgan Stanley Private Wealth Management July 2007 - Present
Education
Boston College - Carroll School of Management 2003 — 2007
Bachelor of Science (B.S.), Accounting and Finance
D. Thomas Healey, Jr.'s Morgan Stanley Private Wealth Management Experience September 1997 - May 2005
Job Managing Director/ Partner at Roundtable Investment Partners
Industry Financial Services
Experience
Roundtable Investment Partners July 2012 - Present
Merrill Lynch May 2005 - July 2012
Morgan Stanley Private Wealth Management September 1997 - May 2005
Gates Capital Corporation March 1992 - August 1997
Langdon P. Cook & Co. September 1990 - March 1992
Skills
Equities, Series 7, Investments, Fixed Income, Capital Markets
Education
NYU Stern School of Business 1994 — 1997
Master of Business Administration (M.B.A.)
Boston College - Carroll School of Management 1986 — 1990
Bachelor of Arts (B.A.), Economics
Burke Mountain Academy 1982 — 1986
Roundtable Investment Partners July 2012 - Present
Merrill Lynch May 2005 - July 2012
Morgan Stanley Private Wealth Management September 1997 - May 2005
Gates Capital Corporation March 1992 - August 1997
Langdon P. Cook & Co. September 1990 - March 1992
Skills
Equities, Series 7, Investments, Fixed Income, Capital Markets
Education
NYU Stern School of Business 1994 — 1997
Master of Business Administration (M.B.A.)
Boston College - Carroll School of Management 1986 — 1990
Bachelor of Arts (B.A.), Economics
Burke Mountain Academy 1982 — 1986
Daniel Fixell, CFP's Morgan Stanley Private Wealth Management Experience February 1993 - Present
Job Senior Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management February 1993 - Present
Education
Columbia University in the City of New York 1974 — 1976
Master of Business Administration (M.B.A.), Finance, General
University of Maryland College Park 1970 — 1974
Bachelor's Degree, Political Science and Government
Morgan Stanley Private Wealth Management February 1993 - Present
Education
Columbia University in the City of New York 1974 — 1976
Master of Business Administration (M.B.A.), Finance, General
University of Maryland College Park 1970 — 1974
Bachelor's Degree, Political Science and Government
Albert Sampson's Morgan Stanley Private Wealth Management Experience July 1994 - November 2011
Job Associate Vice PresidentInvestment Officer at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors November 2011 - Present
Morgan Stanley Private Wealth Management July 1994 - November 2011
Paine Webber September 1989 - June 1994
Drexel Burnham & Lambert February 1985 - January 1989
Skills
Wealth Management, Financial Analysis, Asset Allocation, Retirement Planning &..., Alternative Investments, Education Funding, Multi-generational...
Education
Boston College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Wells Fargo Advisors November 2011 - Present
Morgan Stanley Private Wealth Management July 1994 - November 2011
Paine Webber September 1989 - June 1994
Drexel Burnham & Lambert February 1985 - January 1989
Skills
Wealth Management, Financial Analysis, Asset Allocation, Retirement Planning &..., Alternative Investments, Education Funding, Multi-generational...
Education
Boston College 1979 — 1983
Bachelor of Arts (B.A.), Economics
Isaac Rosenfeld's Morgan Stanley Private Wealth Management Experience June 2014 - Present
Job Assistant to Managing Director at Morgan Stanley Private Wealth Management
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management June 2014 - Present
Impulse Ambulance September 2012 - November 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
Santa Monica College 2012 — 2015
Associate of Arts (AA), Business Administration and Management, General
Yeshiva Ohr Elchonon Chabad West Coast Talmudical Seminary 2011 — 2012
Talmudic Studies
Morgan Stanley Private Wealth Management June 2014 - Present
Impulse Ambulance September 2012 - November 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Public Speaking, Strategic Planning, Budgets, Negotiation, Editing
Education
Santa Monica College 2012 — 2015
Associate of Arts (AA), Business Administration and Management, General
Yeshiva Ohr Elchonon Chabad West Coast Talmudical Seminary 2011 — 2012
Talmudic Studies