Morgan Stanley Private Wealth Management

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Morgan Stanley Private Wealth Management Employees

Employee
Years
Job
Industry
Mike Malgieri Mike Malgieri Highland, New York Details
Mike Malgieri's Morgan Stanley Private Wealth Management Experience November 2014 - Present
Job Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley Private Wealth Management   November 2014 - Present
RBS Markets and International Banking  August 2013 - October 2014
RBS Markets and International Banking  May 2012 - August 2013
RBS Markets and International Banking  July 2009 - May 2012
IBM  September 2007 - February 2009
IBM  November 2006 - September 2007
IBM  June 2006 - November 2006

Skills
Account Reconciliation, Accounts Payable, Accounts Receivable, Finance, Financial Reporting, Accounting, Auditing, Banking, Financial Analysis, Financial Modeling, Management

Education
North Carolina State University   2003 — 2006
Bachelor of Science, Business Management - Finance, Accounting Minor

Carter Bass Carter Bass Lake Bluff, Illinois Details
Carter Bass's Morgan Stanley Private Wealth Management Experience June 2015 - Present
Job Student at Indiana University
Industry Marketing and Advertising
Experience
Morgan Stanley Private Wealth Management   June 2015 - Present
Indiana University  August 2013 - Present
Lake Bluff Park District  June 2014 - August 2014
Lake Forest High School  June 2013 - August 2013

Skills
Marketing, Management, Microsoft Excel, Leadership, Time Management, Advertising

Education
Indiana University Bloomington   2013 — 2017

Darya Pryamitsyna Darya Pryamitsyna Greater New York City Area Details
Darya Pryamitsyna's Morgan Stanley Private Wealth Management Experience September 2009 - December 2009
Job Advisory Services Associate at FreeWheel
Industry Marketing and Advertising
Experience
FreeWheel  January 2015 - Present
Minds Matter  September 2013 - Present
Accenture  July 2012 - January 2015
GTA Video   2014 - 2014
Georgetown University, ISIM   September 2011 - May 2012
Georgetown University  August 2009 - May 2012
Aspire Academy of learning & Leadership   July 2011 - August 2011
iSIGHT Partners  May 2010 - December 2010
Georgetown University School of Continuing Studies  June 2010 - July 2010
Morgan Stanley Private Wealth Management   September 2009 - December 2009

Skills
Foreign Policy, International Relations, Stata, Marketing Strategy, Research, Policy Analysis, Public Relations, Leadership, Russian, Public Policy, Policy, Management, Business Planning, Microsoft Excel, Economics, French, Project Management, Data Analysis, Nonprofits, Editing, Intercultural..., Spanish, Market Research, Public Speaking, Management Consulting, Strategy, Microsoft Office, Social Media, Analysis, Politics, Consulting, Writing

Education
Georgetown University   2008 — 2012
B.S., Science Technology; International Affairs; Technology, Growth, and Development

Universidad de Complutense de Madrid   2011 — 2011
Economics, Islamic Studies

Stephen F. Austin High School   2004 — 2008

Rachel Rieder Rachel Rieder Greater Philadelphia Area Details
Rachel Rieder's Morgan Stanley Private Wealth Management Experience May 2015 - Present
Job Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   May 2015 - Present
Convergent Wealth Advisors  June 2014 - August 2014
Sigma Kappa Sorority  January 2013 - January 2014
Wall Street Bootcamp   January 2013 - May 2013
Penn State Investment Association  September 2012 - April 2013
Marble Slab Creamery  September 2010 - August 2012
windswepthorse.com   2009 - 2011

Skills
Portfolio Management, Finance, Investments, Bloomberg, Valuation, Asset Management, Management, Trading, Sales, Investment Banking, Accounting, Budgets, Investment Management, Quantitative Analytics, Microsoft Excel

Education
Penn State University   2011 — 2015
Bachelor of Science (BS), Finance

Adam Daniels Adam Daniels New York, New York Details
Adam Daniels's Morgan Stanley Private Wealth Management Experience June 2007 - July 2010
Job Associate Investment Banking (Consumer & Retail) at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets  October 2014 - Present
SunTrust Robinson Humphrey  July 2012 - September 2014
SunTrust Robinson Humphrey  June 2011 - August 2011
Morgan Stanley Private Wealth Management   June 2007 - July 2010
Marcus & Millichap  May 2006 - August 2006

Skills
Leadership, Investment Banking, Valuation, Financial Analysis

Education
Indiana University - Kelley School of Business   2010 — 2012
MBA, Finance and Entreprenuership

Penn State University   2003 — 2007
Bachelor of Science, Management

Fundação Getulio Vargas
MBA

David Stack David Stack Baltimore, Maryland Area Details
David Stack's Morgan Stanley Private Wealth Management Experience July 1997 - August 2004
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS  October 2010 - Present
Merrill Lynch  August 2004 - October 2010
Morgan Stanley Private Wealth Management   July 1997 - August 2004
Prudential Securities  January 1992 - July 1997
PaineWebber/Kidder Peabody   April 1988 - January 1992

Education
Loyola College in Maryland   1982 — 1985
BS

Caryn Wilkinson Caryn Wilkinson Indianapolis, Indiana Area Details
Caryn Wilkinson's Morgan Stanley Private Wealth Management Experience April 2012 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   April 2012 - Present
Silpada Designs  October 2008 - Present
Caryn Wilkinson Photography   August 2003 - Present
Registered Service Associate at UBS Financial   May 2006 - April 2012
Charles Schwab  August 1995 - August 2003

Education
Indiana University-Purdue University at Indianapolis   1995 — 1999
Bachelors Degree, Marketing / Business

Vincennes University   1993 — 1995
Accounting

Purdue University   1991 — 1993
Fashion Design

Jessica Targett Jessica Targett San Francisco, California Details
Jessica Targett's Morgan Stanley Private Wealth Management Experience November 2013 - Present
Job Registered Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   November 2013 - Present
The Concord Group, LLC Real Estate Advisors  June 2013 - November 2013
RE/MAX ELITE in Malibu  September 2012 - December 2012
Delta Gamma ( Eta Alpha Chapter)   November 2011 - December 2012
Paramount Pictures  June 2012 - August 2012
Pepperdine University  January 2011 - December 2011
Moraga Ranch Swim Club  May 2008 - August 2011

Education
Pepperdine University   2009 — 2013
Bachelor of Science (B.S.), Business Administration

Campolindo High School   2005 — 2009

Elda Bonilla de Serratos Elda Bonilla de Serratos Greater Chicago Area Details
Elda Bonilla de Serratos's Morgan Stanley Private Wealth Management Experience July 2010 - March 2012
Job Relationship Manager, Licensed Originator at Blueleaf Lending
Industry Financial Services
Experience
Blueleaf Lending  July 2015 - Present
PHH Mortgage  May 2012 - July 2015
Morgan Stanley Private Wealth Management   July 2010 - March 2012
JP Morgan Chase  July 2008 - July 2010
TMD Inc.   January 2004 - June 2008
AFSCME Council 31  April 2003 - October 2003
Citizen Action IL / Midwest Academy Intern   June 2002 - August 2002

Skills
Mortgage Lending, Financial Services, Credit Risk, Mutual Funds, Investment Properties, Cross Selling, Private Banking, CRM, Loan Origination, Residential Mortgages, Consumer Lending, Mortgage Underwriting, Relationship Management, Loans, Series 63, Securities, FHA financing, Portfolio Management, Underwriting, Credit, Banking, Refinance, Commercial Mortgages, Real Estate Financing, Asset Management, Finance, Sales, Retail Banking, Lines Of Credit, Mortgage Banking, Investments

Education
Loyola University of Chicago   1996 — 2001
Bachelor of Arts (B.A.)

Joanna Jimenez Joanna Jimenez Miami/Fort Lauderdale Area Details
Joanna Jimenez's Morgan Stanley Private Wealth Management Experience January 2011 - May 2013
Job Broker at Opes Real Estate Group
Industry Financial Services
Experience
Opes Real Estate Group   January 2015 - Present
One Stop Realty Services   January 2014 - Present
MVP American Securities  June 2013 - December 2013
Morgan Stanley Private Wealth Management   January 2011 - May 2013
Marketing Werks  February 2010 - December 2010
Prudential Financial  October 2009 - February 2010
Northwestern Mutual  May 2009 - September 2009

Education
Florida State University - College of Business   2005 — 2009
B.A, Finance & Multinational Business

Carolyn Stein Carolyn Stein Houston, Texas Details
Carolyn Stein's Morgan Stanley Private Wealth Management Experience January 2013 - September 2013
Job Account Manager at EnerNOC
Industry Oil & Energy
Experience
EnerNOC  February 2014 - Present
Morgan Stanley Private Wealth Management   January 2013 - September 2013
Barnes & Noble College  November 2011 - May 2012
Baton Rouge Center for World Affairs   2011 - 2012

Skills
International Relations, German, Marketing, Intercultural..., Foreign Relations, Client Relations Skills, Public Speaking, Writing, Customer Service, Outlook, Microsoft Excel, Microsoft Word, PowerPoint

Education
Louisiana State University   2008 — 2012
Bachelor of Arts (BA), International/Global Studies

Rheinische Friedrich-Wilhelms-Universität Bonn   2010 — 2011
Political Science and Government

Clements HS   2004 — 2008

JP Szabo JP Szabo Greater New York City Area Details
JP Szabo's Morgan Stanley Private Wealth Management Experience January 2012 - July 2014
Job Consulting Group at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley  October 2014 - Present
Morgan Stanley Private Wealth Management   January 2012 - July 2014
Graystone Consulting  October 2006 - July 2014
Smith Barney  February 2006 - September 2006

Skills
Alternative Investments, Asset Allocation, Asset Management, Fixed Income, Hedge Funds, Investment Advisory, Investment Management, Mutual Funds, Portfolio Management, Separately Managed..., Series 63, Series 7, Investment Strategies, Retirement Planning, Wealth Management

Education
Rochester Institute of Technology   2001 — 2005
BS, Finance, General

United Nations International School

Girish Navare Girish Navare West Palm Beach, Florida Area Details
Girish Navare's Morgan Stanley Private Wealth Management Experience 2015 - Present
Job Chartered Financial Analyst (CFA)
Industry Banking
Experience
Morgan Stanley Private Wealth Management   2015 - Present

Skills
Credit Risk, Underwriting, Healthcare, Credit Analysis, Financial Institutions, Financial Analysis, Analytics, Project Management, Portfolio Management, Cross-functional Team..., Statistical Modeling, Organizational..., Computer Proficiency, Microsoft Office, PowerPoint, SNL, D&B, Credit Rating, Financial Projection, Proformas, New Business Development, Management Consulting, Hindi, Marathi, People Skills, Data Analysis, Pricing, Credit, Capital Markets, Analysis, Due Diligence, Risk Management, Bonds, Management, Structured Finance, Securitization, Loans

Education
CFA Institute
CFA Charter Holder

Lehigh University   1994 — 1998
Bachelor's Degree, Business & Economics (Finance)

Loyola High School   1986 — 1992

Austin Card Austin Card Chicago, Illinois Details
Austin Card's Morgan Stanley Private Wealth Management Experience January 2015 - July 2015
Job Relationship Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse Private Bank  August 2015 - Present
Morgan Stanley Private Wealth Management   January 2015 - July 2015
Morgan Stanley  August 2014 - January 2015
Morgan Stanley Private Wealth Management   December 2013 - January 2014
IMA Financial Group, Inc.   May 2013 - August 2013

Skills
Social Media Marketing, Social Networking, Email Marketing, Sales & Marketing..., Financial Analysis, Microsoft Office, Computer Proficiency, Project Management, Financial Modeling, Risk Management, Event Planning, Loss Prevention..., Dreamweaver, Final Cut Pro, Bloomberg Software, Bloomberg Terminal, Research

Education
Miami University   2010 — 2014
Bachelor of Science (B.S.), Finance

Barbara Stenson Barbara Stenson Greater Detroit Area Details
Barbara Stenson's Morgan Stanley Private Wealth Management Experience December 2006 - Present
Job Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   December 2006 - Present
Chase Bank  1999 - 2006

Education
Saugerties Central School   1960 — 1973

Oakland Community College
Bachelor of Applied Science (B.A.Sc.), Accounting and Business/Management

Ulster County Community College
Bachelor of Applied Science (B.A.Sc.), Accounting

Conor Brophy Conor Brophy Pompton Lakes, New Jersey Details
Conor Brophy's Morgan Stanley Private Wealth Management Experience June 2015 - August 2015
Job Student at Pace University Lubin School of Business
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   June 2015 - August 2015
Caldwell Community Center  June 2013 - August 2014
All Lacrosse   January 2011 - June 2014

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Leadership, Event Planning, Research, Social Media, Social Networking, Teamwork, Time Management, Customer Service, Facebook, Sales

Education
Pace University - Lubin School of Business   2012 — 2016

Daniel Yutzy Daniel Yutzy Columbus, Ohio Area Details
Daniel Yutzy's Morgan Stanley Private Wealth Management Experience March 2015 - August 2015
Job Professional at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   March 2015 - August 2015
Traders Haven   August 2012 - June 2013
Dish Network  December 2011 - May 2012
United Dairy Farmers  August 2010 - November 2011
Walgreens  September 2004 - February 2010

Skills
Microsoft Excel, Regression Modelling, Retail, Store Management, Customer Service, Inventory Management, Team Leadership, Merchandising, Microsoft Office, Sales, Microsoft Word, PowerPoint, Interviews, Management, Marketing, Training, Analysis, Financial Analysis, R, Data Analysis

Education
Northwestern University   2015 — 2016
Master of Science (MS), Predictive Analytics, 3.67

Franklin University   2010 — 2014
Bachelor of Science, Business Economics, 3.13

East Allegheny High School   1995 — 1999
High School Diploma

Bill Payne Bill Payne Dallas/Fort Worth Area Details
Bill Payne's Morgan Stanley Private Wealth Management Experience June 2010 - June 2011
Job
Industry Investment Management
Experience
Druid Hills Capital, LLC   January 2006 - Present
Morgan Stanley Private Wealth Management   June 2010 - June 2011
Bluffview Capital, LP   February 2001 - December 2005
CSFB  September 2000 - September 2001
Donaldson, Lufkin and Jenrette  September 1993 - October 2000
Arthur Andersen  1988 - 1991

Skills
Hedge Funds, Equities, Investment Banking, Alternative Investments, Investments, Capital Markets, Valuation, Asset Managment, Financial Modeling, Venture Capital, Mergers, Wealth Management, Private Equity, High Net Worth..., Mergers, Asset Management, Due Diligence, Financial Analysis, Mergers & Acquisitions

Education
Northwestern University - Kellogg School of Management   1991 — 1993
MBA

Washington and Lee University   1984 — 1988
Bachelor of Science (BS)

Sharon Sosa Sharon Sosa Orlando, Florida Area Details
Sharon Sosa's Morgan Stanley Private Wealth Management Experience June 2013 - October 2013
Job Trade Support Associate
Industry Financial Services
Experience
Pershing, a BNY Mellon company  March 2014 - Present
Pershing, a BNY Mellon company  December 2013 - March 2014
Morgan Stanley Private Wealth Management   June 2013 - October 2013
Florida Hospital  June 2011 - June 2013
Charles Schwab  September 2007 - June 2011

Skills
Outlook, PowerPoint, Microsoft Office, Research, Microsoft Excel, Customer Service, Microsoft Word, Public Speaking, Windows, English, Coaching, Event Planning, Finance, Financial Analysis, Financial Services, Leadership, Marketing

Education
Nova Southeastern University   2009 — 2015
Master of Science (M.S.), Biomedical Informatics Program - College of Osteopathic

Nova Southeastern University   2005 — 2007
Bachelor of Applied Science (BASc), Business Administration and Management, General

Alicia Figueroa Alicia Figueroa Miami, Florida Details
Alicia Figueroa's Morgan Stanley Private Wealth Management Experience January 2008 - April 2011
Job Management Associate at Citi
Industry Financial Services
Experience
Citi  July 2013 - Present
Deutsche Bank  June 2012 - 2012
Morgan Stanley Private Wealth Management   January 2008 - April 2011

Education
University of Pennsylvania - The Lauder Institute   2011 — 2013
Master's degree, International Studies

University of Pennsylvania - The Wharton School   2011 — 2013
Master of Business Administration (MBA)

Loyola University New Orleans   2003 — 2007
Bachelor of Business Administration (BBA), Finance and Marketing

Paul Gladkowski Paul Gladkowski Abingdon, Maryland Details
Paul Gladkowski's Morgan Stanley Private Wealth Management Experience February 2014 - Present
Job Assistant VP, Registered Marketing Associate Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   February 2014 - Present
Deutsche Bank Asset & Wealth Management  June 2004 - February 2014

Skills
Customer Service, Financial Analysis, Microsoft Excel, Investments, Account Management, Financial Modeling, Financial Reporting, Risk Analysis, Investment Advisory, Options, Securities, Series 7, Mutual Funds, Asset Allocation, Trading, Equities, Derivatives, Portfolio Management, Equity Trading, Bloomberg Terminal, Financial Services, Finance, Wealth Management, Economics, Foreign Exchange

Education
Loyola University Maryland   2011 — 2014
Master of Science (MS), Finance

Towson University   1995 — 2000
Bachelor of Science (BS), Business Administration, Finance Concentration

Dmitriy Polishchuk Dmitriy Polishchuk Greater New York City Area Details
Dmitriy Polishchuk's Morgan Stanley Private Wealth Management Experience August 2014 - Present
Job Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   August 2014 - Present
ICAP  December 2013 - July 2014
Morgan Stanley  December 2011 - December 2013
Ernst & Young  April 2011 - December 2011
UBS Wealth Management  December 2006 - April 2011

Skills
Payroll, HR Transformation, PeopleSoft, Accountng, Shared Services, Asset Managment, Alternative Investments, Private Equity, MS Office, Account Reconciliation, Payroll Taxes, Fund Of Funds, Asset Management, ADP Payroll, Risk Management, Financial Services, Accounting, Financial Analysis, Analysis

Education
Pace University - Lubin School of Business   2001 — 2006
Bachelor of Business Administration (B.B.A.), Public Accounting, 3.2

Becker CPA Cources

Daniel Breen Daniel Breen Greater New York City Area Details
Daniel Breen's Morgan Stanley Private Wealth Management Experience August 2015 - Present
Job Registered CSA at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   August 2015 - Present
Morgan Stanley Wealth Management  January 2014 - August 2015
Bagels and Beyond   June 2006 - June 2013
Signet Investment Advisory Group   January 2013 - May 2013
Northwestern Mutual  June 2012 - July 2012
Pondfield Trip Service   September 2008 - September 2011

Skills
Accounting, CRM

Education
Providence College   2009 — 2013
Marketing, Finance, Senior

Fordham Preparatory School: Class of 2009

Bryan Guadagno Bryan Guadagno Greater New York City Area Details
Bryan Guadagno's Morgan Stanley Private Wealth Management Experience June 2010 - August 2010
Job RMK Maritime
Industry Financial Services
Experience
RMK Maritime   March 2014 - Present
Valeo Financial Advisors LLC  June 2012 - February 2014
Morgan Stanley Private Wealth Management   June 2010 - August 2010

Skills
Investment Advisory, Strategic Financial..., Investments, Retirement Planning, Financial Analysis, Insurance, Financial Modeling, Microsoft Excel, Economics, Series 7, Valuation, PowerPoint, Finance, Loans, Corporate Finance, Private Equity, Strategic Planning, Microsoft Office, Equities, Financial Services

Education
Indiana University - Kelley School of Business   2008 — 2012
Bachelor of Science (B.S.), Finance

University of Virginia   2011 — 2011
Semester at Sea

Bobby Van Fossan Bobby Van Fossan Greater Chicago Area Details
Bobby Van Fossan's Morgan Stanley Private Wealth Management Experience June 2013 - Present
Job Analyst at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   June 2013 - Present
Northern Trust  March 2013 - June 2013
Group One Trading, LP  February 2011 - March 2013
Events out of the Box   June 2010 - September 2011
Barrington Bank and Trust  May 2009 - August 2009
Van Fossan & Associates   May 2008 - August 2008

Skills
Bloomberg, series 56, Options, Options Strategies, Equities, Business Relationship..., Investments, CRM, Leadership, Sales, Time Management

Education
Indiana University Bloomington   2007 — 2010
Bachelors, Public Financial Management

Barrington Highschool

Barrington Highschool

Diana Jonke Diana Jonke Chicago, Illinois Details
Diana Jonke's Morgan Stanley Private Wealth Management Experience January 2012 - June 2012
Job Hedge Fund Consultant at Northern Trust
Industry Financial Services
Experience
Northern Trust  June 2012 - Present
Morgan Stanley Private Wealth Management   January 2012 - June 2012

Skills
Hedge Funds, Investments, Microsoft Excel, Bloomberg, Financial Modeling, Banking, Capital Markets, Finance, Microsoft Office, Financial Services, Securities, Trading

Education
Northwestern University   2008 — 2012
Bachelor's degree, Economics & Psychology

Stacy Howell Stacy Howell Greater New York City Area Details
Stacy Howell's Morgan Stanley Private Wealth Management Experience March 2014 - Present
Job Client Service Associate with Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   March 2014 - Present
Morgan Stanley  November 2012 - March 2014
Morgan Stanley Investment Management  September 2008 - November 2012
Goldman Sachs  August 1999 - September 2008

Education
Lycoming College   1995 — 1999
Bachelor of Business Administration (B.B.A.), Marketing

Kamil Grzywniak Kamil Grzywniak Greater New York City Area Details
Kamil Grzywniak's Morgan Stanley Private Wealth Management Experience October 2014 - Present
Job Performance Reporting Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   October 2014 - Present
Pride Technologies  June 2013 - October 2014
Office Depot  December 2011 - October 2012
J&B European Distribution and Syrena Inc   January 2008 - August 2011
Granite & Marble Corp   January 2006 - January 2008

Skills
Sales Operations, Sales, Customer Service, B2B, New Business Development, Account Management, Networking, Negotiation, Merchandising, Cold Calling, Retail, Sales Process, Microsoft Excel, Invoicing, Consulting, Data Analysis, Coordination, Billing Process, Client Service Oriented, Microsoft Access, VBA, Databases, Metrics Reporting, Query Optimization, SQL, Performance Measurement, Business Development, CRM, Recruiting, Salesforce.com, Direct Sales, Interviews, Management, Selling, Sales Presentations, Solution Selling, Client Services, Pricing, Microsoft Office, Finance, Financial Analysis, Analysis

Education
Montclair State University   2007 — 2011
BAFN, Business Administration w; Finance, 3.672

Roselle Catholic

Roselle Catholic

Roselle Catholic

Kris Garland Kris Garland Greater New York City Area Details
Kris Garland's Morgan Stanley Private Wealth Management Experience July 2001 - April 2002
Job Institutional Sales at Strategas Research Partners
Industry Financial Services
Experience
Strategas   January 2011 - Present
Strategas Research Partners  2010 - 2011
Morgan Stanley  April 2002 - April 2010
Morgan Stanley Private Wealth Management   July 2001 - April 2002

Skills
Equity Research, Portfolio Management, Capital Markets, Institutional Sales, Series 7, Hedge Funds, Equities, Alternative Investments, Bloomberg, Series 63, Investments, Fixed Income, Investment Banking

Education
Fordham University - Graduate School of Business Administration   2006 — 2009
Master of Business Administration (MBA), Finance, General

University of Colorado Boulder   1997 — 2001
Bachelor of Arts (BA), Economics

Susan Galley Byrne Susan Galley Byrne Greater New York City Area Details
Susan Galley Byrne's Morgan Stanley Private Wealth Management Experience 1994 - 1997
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   1994 - 1997
Lyster Watson & Company   1993 - 1994
National Funds/National Securities and Research   1991 - 1993
Sanford C. Bernstein  1989 - 1991

Skills
Marketing, Financial Reporting, Equities, Finance, Investments, Management, Portfolio Management, Financial Services, Mutual Funds

Education
Lehigh University   1985 — 1989
Bachelor of Arts (BA)

The Loomis Chaffee School   1982 — 1985

Andrew Barbakoff Andrew Barbakoff Greater New York City Area Details
Andrew Barbakoff's Morgan Stanley Private Wealth Management Experience September 2014 - December 2014
Job Financial Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  June 2015 - Present
Morgan Stanley Private Wealth Management   September 2014 - December 2014
Fuksa Khorshid, LLC  July 2014 - August 2014
Nassau County- 10th Judicial District; Supreme Court   July 2013 - September 2013

Skills
Legal Research, Research, Litigation, Westlaw, Legal Writing, Microsoft Word, Spanish, Microsoft Excel, Leadership, PowerPoint, Microsoft Office, Public Speaking, Social Media, Data Analysis, Finance, Editing, Market Research, Investments, Economics

Education
Northwestern University   2011 — 2015
Bachelor of Arts (B.A.), History, Political Science, and Business Institutions

Ward Melville High School   2007 — 2011
Regents Diploma with Advanced Designation

David Koppel David Koppel Greater New York City Area Details
David Koppel's Morgan Stanley Private Wealth Management Experience 1999 - 2002
Job Director, Prime Brokerage Operations, BNP Paribas, Inc
Industry Investment Banking
Experience
BNP Paribas Prime Brokerage Inc.   October 2008 - Present
Banc of America Securities, LLC  August 2005 - October 2008
RBC Capital Markets  January 2003 - August 2005
Morgan Stanley Private Wealth Management   1999 - 2002
Morgan Stanley  1983 - 1999

Skills
Prime Brokerage, Equities, Hedge Funds, Capital Markets, Derivatives, Securities, Series 7, Options, Series 63, FX Options, Alternative Investments, Equity Derivatives, Collateral Management, Financial Services, Mutual Funds

Education
Fordham University - Graduate School of Business Administration   1984 — 1987
Master of Business Administration (MBA), Finance, General

Fordham University   1979 — 1983
BS, Business

Cameron Gordon Cameron Gordon Washington, District Of Columbia Details
Cameron Gordon's Morgan Stanley Private Wealth Management Experience June 2010 - August 2010
Job Manager at DigitalDNA, LLC
Industry Internet
Experience
DigitalDNA, LLC   July 2012 - Present
DigitalDNA, LLC   June 2011 - June 2012
Morgan Stanley Private Wealth Management   June 2010 - August 2010
Whitcraft Capital Management   May 2009 - August 2009
International Conservation Caucus Foundation  October 2008 - November 2008
Coldwell Banker Commercial Real Estate  May 2008 - August 2008

Education
Georgetown University   2007 — 2011
Bachelor of Science, Marketing and Finance

Georgetown University, McDonough School of Business   2007 — 2011
BS, Marketing and Finance

City University, Cass Business School

Wylie Fennell, CAIA Wylie Fennell, CAIA Greater New York City Area Details
Wylie Fennell, CAIA's Morgan Stanley Private Wealth Management Experience November 2011 - April 2014
Job Sales Specialist, Consulting Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management  September 2015 - Present
Morgan Stanley Wealth Management  April 2014 - September 2015
Morgan Stanley Private Wealth Management   November 2011 - April 2014
Morgan Stanley  June 2004 - November 2011
The Bank of New York  May 2001 - August 2001
Federal Reserve Bank of New York  1993 - 2000
United States Senate  1990 - 1991

Skills
Alternative Investments, Manage Client..., Series 7, Private Client Work, Series 3, Series 66, Wealth Management, Venture Capital, Private Equity, Private Clients, Asset Managment, Banking, CRM, FINRA, Hedge Funds, Institutional..., Investment Management, Investor Relations, Investments, Mutual Funds, Fundraising, Equities, Asset Management

Education
Fordham University - Graduate School of Business Administration   2000 — 2002
MBA, Finance

Howard University   1986 — 1991
BBA, Finance

A. Philip Randolph Campus H.S.

Wendy Magnuson Wendy Magnuson Birmingham, Alabama Area Details
Wendy Magnuson's Morgan Stanley Private Wealth Management Experience April 2014 - Present
Job Registered Client Service Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   April 2014 - Present
Edward Jones  February 2013 - Present
Chuck Jones & Associates, Inc.   November 2011 - October 2012
Key Investment Services  October 2008 - September 2011
The Welch Group, LLC   December 1999 - July 2001

Skills
Series 7, Retirement Planning, Wealth Management, Investments, Strategic Financial..., Series 24, Series 63, Mutual Funds, Uniform Combined State..., Series 65, Microsoft Excel, Asset Managment, Investment Advisory, Series 6, Portfolio Management

Education
Portland State University - School of Business   2005 — 2008
Business, Finance

Alexis Prokop Alexis Prokop Garden City, New York Details
Alexis Prokop's Morgan Stanley Private Wealth Management Experience October 2014 - Present
Job at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   October 2014 - Present
OppenheimerFunds  November 2012 - Present
OppenheimerFunds  September 2012 - November 2012
OppenheimerFunds  June 2011 - August 2012

Skills
Series 7, Series 63, Investments, Fixed Income, Municipal Bonds, Alternative Investments, Asset Allocation, Mutual Funds, Investment Strategies, Wealth Management, Microsoft Office, Equities, Retirement Planning, Securities, Financial Advisory, Finance, Microsoft Word, Retirement, Financial Services

Education
Muhlenberg College   2007 — 2011
Bachelor of Arts (BA), Business Administration and Marketing

Amanda G. Brady Amanda G. Brady Greater Atlanta Area Details
Amanda G. Brady's Morgan Stanley Private Wealth Management Experience 1998 - 2001
Job Vice President Client Service at Edge Capital Partners LLC
Industry Financial Services
Experience
Edge Capital Partners LLC  December 2012 - Present
Edge Capital Partners LLC  February 2007 - December 2012
Credit Suisse  2002 - 2003
Morgan Stanley Private Wealth Management   1998 - 2001

Education
Hollins University   1988 — 1992
BA, Economics & Spanish

The Lovett School   1974 — 1988

Chrissy Kousin Chrissy Kousin Washington D.C. Metro Area Details
Chrissy Kousin's Morgan Stanley Private Wealth Management Experience July 2010 - September 2014
Job Senior Manager at Andersen Tax
Industry Financial Services
Experience
Andersen Tax  September 2014 - Present
Morgan Stanley Private Wealth Management   July 2010 - September 2014
Blackstreet Capital Management  June 2009 - August 2009
Overseas Private Investment Corporation  February 2009 - May 2009
WTAS  January 2007 - July 2008
WTAS  January 2005 - January 2007

Education
Georgetown University - The McDonough School of Business   2008 — 2010
MBA, Finance

University of Maryland - Robert H. Smith School of Business   2000 — 2004
BS, Finance

Deborah Danner Deborah Danner Greater New York City Area Details
Deborah Danner's Morgan Stanley Private Wealth Management Experience May 1978 - December 1979
Job Former student at New York Institutue of Technology Manhattan campus
Industry Computer Software
Experience
NTI,Inc/Teleperformance,Inc/Windstream Communications   August 2009 - September 2011
Bronx Works  May 2008 - July 2009
NYC Department of Education  June 2005 - August 2006
MEMORIAL SLOAN-KETTERING CANCER CARE CENTER   January 1987 - January 1988
MEMORIAL SLOAN-KETTERING CANCER CARE CENTER   January 1985 - January 1987
MEMORIAL SLOAN KETTERING CANCER CARE CENTER   January 1983 - January 1985
MARSH AND MCCLENNAN COMPANIES   January 1981 - November 1983
Columbia University  April 1980 - May 1981
Columbia University  March 1979 - April 1980
Morgan Stanley Private Wealth Management   May 1978 - December 1979

Skills
Problem Solving, Troubleshooting, Senior Technical Support, Programming, JCL and Utilities, Supervisory Experience, Documentation, Software Installation, Operating Systems, Operations, Backup and Recovery, DASD management, VSAM, IBM Mainframe, Client/Server..., CICS, TSO/ISPF, CMS/XEDIT, Software Quality..., Catalog Management, MS Office Suite 2007,..., VM/SP

Education
New York Institute of Technology-Manhattan   2008 — 2014
Bachelor of Science, Computer Science, 3.1

Globe Institute of Technology   2004 — 2008
NA, Bachelor of Technology Candidate (Mainframe), 3.4

OIC Computer Training CenterNew   1970 — 1972
Certificate, Computer Programming

City College of New York   1968 — 1970
NA, Liberal Arts

Peter Aldendifer Peter Aldendifer Dallas/Fort Worth Area Details
Peter Aldendifer's Morgan Stanley Private Wealth Management Experience May 2013 - February 2014
Job Associate Private Banker at Morgan Stanley Private Bank N.A.
Industry Financial Services
Experience
Morgan Stanley Private Bank N.A.   May 2015 - Present
Morgan Stanley  February 2014 - May 2015
Morgan Stanley Private Wealth Management   May 2013 - February 2014
Morgan Stanley Private Wealth Management   June 2011 - August 2011

Education
Indiana University Bloomington   2008 — 2012
Bachelors, Public Financial Management

Jason Leung Jason Leung Greater New York City Area Details
Jason Leung's Morgan Stanley Private Wealth Management Experience January 2015 - May 2015
Job Investment Analyst at PEI Funds, LLC
Industry Financial Services
Experience
PEI Funds, LLC   June 2015 - Present
Morgan Stanley Private Wealth Management   January 2015 - May 2015
Pine River Capital Management  June 2014 - December 2014
Torchlight Investors  June 2013 - August 2013
InnoFusion Capital Management   June 2012 - August 2012

Skills
Programming, Microsoft Excel, Website Development, C#, VBA, Financial Analysis, Data Analysis, Finance, Economics, Research, JavaScript, Private Equity

Education
NYU   2011 — 2015
Bachelor's Degree, Computer Science and Economics

St Paul's Co-educational College (Hong Kong)   2004 — 2011
High School

Joshua Meliker Joshua Meliker New York, New York Details
Joshua Meliker's Morgan Stanley Private Wealth Management Experience May 2013 - July 2013
Job Marketing Development Associate at AnheuserBusch InBev
Industry Marketing and Advertising
Experience
Anheuser-Busch InBev  August 2015 - Present
Indiana University  August 2011 - May 2015
Office of Innovation & Entrepreneurship, Economic Development Administration, U.S. Dept. of Commerce   June 2014 - August 2014
Morgan Stanley Private Wealth Management   May 2013 - July 2013
B'nai B'rith Youth Organization   June 2012 - August 2012
Catering by Uptown  May 2011 - August 2011
Facci Ristorante   November 2010 - April 2011

Skills
Public Speaking, Social Networking, Building Relationships, Entrepreneurship, PowerPoint, Microsoft Excel, Event Planning, Fundraising, Event Management, Microsoft Office, Project Planning, Research, Leadership

Education
Indiana University Bloomington   2011 — 2015
Bachelor of Science (B.S.), Entrepreneurship & Corporate Innovation, Management, International Business

Vanessa Kistenmacher Vanessa Kistenmacher New York, New York Details
Vanessa Kistenmacher's Morgan Stanley Private Wealth Management Experience March 2015 - Present
Job Legal Assistant at Law Offices of Sonia Col
Industry Legal Services
Experience
Morgan Stanley Private Wealth Management   March 2015 - Present
Law Offices of Sonia Col   September 2013 - Present
The Legal Aid SocietyNEW YORK CITY   September 2012 - June 2013
The Silverman NEW YORK CITY   April 2009 - September 2012

Skills
Word, Excel, Outlook,..., English, Portuguese,..., Legal Documents, Research, Budgets, Communication

Education
The City College of New York   2011 — 2013
Bachelor, Interdisciplinary Arts and Sciences - Human Services

Laguardia Community College   2008 — 2011
Associate's degree, Early Childhood Education and Teaching

Neil Mitchell Neil Mitchell New York, New York Details
Neil Mitchell's Morgan Stanley Private Wealth Management Experience September 2008 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management.  September 2008 - Present
Lehman Brothers  October 1983 - September 2008

Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Capital Markets, Asset Allocation, Risk Management, Portfolio Management, Investment Banking, Asset Managment, Private Equity, Investments

Education
Lehigh University - College of Business and Economics   1976 — 1980
B.S., Economics and Finance

Bellmore, JFK

Westford Lang Westford Lang Washington, District Of Columbia Details
Westford Lang's Morgan Stanley Private Wealth Management Experience June 2014 - May 2015
Job Wealth Management Intern at Morgan Stanley
Industry Market Research
Experience
Morgan Stanley Private Wealth Management   June 2014 - May 2015
CrimStone Partners   June 2013 - August 2013
Ranger Rowing LLC   June 2012 - August 2012
Theresa J. Searles, PC   June 2012 - August 2012
Ranger Rowing LLC   June 2011 - August 2011
Theresa J. Searles, PC   June 2011 - August 2011

Skills
Teamwork, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Athletics, Marketing Strategy, Teaching, Marketing Communications, Time Management, Social Networking, Sales

Education
Georgetown University - The McDonough School of Business   2012 — 2016
Bachelor of Science, Management, Marketing

Jesuit College Prepatory School of Dallas   2008 — 2012
High School/Secondary Diplomas and Certificates

Holly Pressman Holly Pressman United States Details
Holly Pressman's Morgan Stanley Private Wealth Management Experience 1983 - 1984
Job Cofounder FinLitTV LLC
Industry Internet
Experience
FinLit.com   April 2010 - Present
GWU Global Financial Literacy Center   July 2014 - July 2014
NovoEd--Startup CEO   2014 - 2014
Financial Literacy Seminar Series   2012 - 2013
Barneys New York  January 1984 - January 1999
Morgan Stanley  1984 - 1985
Morgan Stanley  1984 - 1985
Morgan Stanley Private Wealth Management   1983 - 1984

Skills
Start-ups, Social Media, Business Strategy, Entrepreneurship, Social Media Marketing, Strategic Partnerships, Venture Capital, Strategy, Public Relations, Online Marketing, Digital Strategy, Analytics, Online Advertising, E-commerce, SEO, Product Management, Digital Media

Education
NovoEd--Startup CEO Class   2014 — 2014

New York University   2002 — 2006
Master of Business Administration (MBA), Certificate of Finance

New York University - Leonard N. Stern School of Business   1976 — 1978
MBA, Finance

Tufts University   1973 — 1976
BA, French, Spanish & International Affairs

Scarsdale High School   1970 — 1973
Diploma, Highest Honors

Farhad Assari Farhad Assari Washington D.C. Metro Area Details
Farhad Assari's Morgan Stanley Private Wealth Management Experience 2007 - 2008
Job Senior Global Financial & Business Management Executive
Industry Financial Services
Experience
Investrust   2007 - Present
Morgan Stanley Private Wealth Management   2007 - 2008
HSBC Private Bank  2005 - 2007
Investrust LLC   2002 - 2005
Neuberger Berman  2000 - 2002
Citibank  1998 - 2000
Citibank  1995 - 1998
M. H. Alshaya Co.   1991 - 1995
Bankers Trust Company  1985 - 1991

Skills
Private Equity, Executive Management, Venture Capital, Mergers, Due Diligence, Risk Management, Entrepreneurship, Investments, Investment Banking, Strategy, Business Strategy, Start-ups, Emerging Markets, Business Planning, Mergers & Acquisitions, Portfolio Management, Valuation, Corporate Finance, Wealth Management, Business Development, Financial Analysis, Management, Corporate Development, Financial Modeling, Restructuring, Asset Management, Capital Markets

Education
Wharton School, University of Pennsylvania   1983 — 1985
Master of Business Administration (MBA), Investments and Securities, Graduated with Distinction

New York University   1978 — 1982
Bachelor of Science (BS), Finance, General, Magna Cum Laude - 3.96 average in Finance

Julie Shoemaker Julie Shoemaker Greater Denver Area Details
Julie Shoemaker's Morgan Stanley Private Wealth Management Experience August 2013 - Present
Job Assistant Vice President at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   August 2013 - Present
JPMorgan Private Bank  June 2002 - August 2013

Skills
Sales

Education
Regis University   2000 — 2007
Bachelors of Science, Business Managment

Adam Bornstein Adam Bornstein Greater Detroit Area Details
Adam Bornstein's Morgan Stanley Private Wealth Management Experience February 1994 - November 2004
Job Senior Vice President, Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  October 2010 - Present
UBS  November 2004 - October 2010
Morgan Stanley Private Wealth Management   February 1994 - November 2004

Skills
Wealth Management, Asset Allocation, Investments, Retirement Planning, Asset Management, Mutual Funds, Mortgage Lending, Loans, Banking

Education
University of Wisconsin-Madison   1983 — 1987

Northwestern University   1987 — 1988

Megan Kay Christman Megan Kay Christman Greater Los Angeles Area Details
Megan Kay Christman's Morgan Stanley Private Wealth Management Experience April 2009 - Present
Job Financial Advisor Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   April 2009 - Present
Morgan Stanley Smith Barney  2009 - Present

Education
University of Southern California - Marshall School of Business   2009 — 2011
MBA, Finance & Entrepreneurship

Pepperdine University   1998 — 2002
BFA, Theatre and Humanities

Jack Winters Jack Winters Chicago, Illinois Details
Jack Winters's Morgan Stanley Private Wealth Management Experience August 2015 - Present
Job Associate at Morgan Stanley Private Wealth Management
Industry
Experience
Morgan Stanley Private Wealth Management   August 2015 - Present
Morgan Stanley Private Wealth Management   January 2015 - August 2015

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, Windows, Matlab, Event Planning, Time Management

Education
Loyola University Chicago   2011 — 2015
Bachelor of Science (BS), Statistics

Loyola University Chicago   2011 — 2015
Bachelor of Arts (BA), Economics

Miguel Angel Gonzalez Ocque Miguel Angel Gonzalez Ocque Miami, Florida Details
Miguel Angel Gonzalez Ocque's Morgan Stanley Private Wealth Management Experience February 2011 - August 2014
Job Director at Arca International Group
Industry Banking
Experience
Arca International Group   September 2014 - Present
Powerful Men LLC (Powerful Yogurt)   November 2011 - Present
Morgan Stanley Private Wealth Management   February 2011 - August 2014

Skills
Asset Management, Investments, Portfolio Management, Wealth Management, Equities, Finance, Financial Planning, Fixed Income, Financial Modeling, Financial Analysis, Banking

Education
Lynn University   1997 — 2001
Bachelor of Business Administration (B.B.A.), International Business

Liceo Los Arcos   1984 — 1995
High School, High School/Secondary Diplomas and Certificates

Garfield Sealey Garfield Sealey Cliffwood, New Jersey Details
Garfield Sealey's Morgan Stanley Private Wealth Management Experience January 2015 - March 2015
Job Operations Administration Specialist Consultant at BNYMellon Colson Services Corp
Industry Financial Services
Experience
BNYMellon - Colson Services Corp   March 2015 - July 2015
Morgan Stanley Private Wealth Management   January 2015 - March 2015
UBS Wealth Management  March 2014 - September 2014
JPMorgan Chase & Co.   March 2001 - August 2013
Paine Webber  April 2000 - March 2001
Deutsche Bank  September 1999 - April 2000

Skills
Settlement, Equities, Fixed Income, Securities, Management, Financial Services, Back Office, Corporate Actions, Derivatives, Bloomberg, Capital Markets, Asset Management, Middle Office, Trading, Investment Banking, Prime Brokerage, Hedge Funds, Financial Markets, Global Custody, Equity Derivatives, Trading Systems, FX Options, Account Reconciliation, Swaps, Collateral Management, Bonds, Cash Management, Securities Lending, Options, Electronic Trading, Equity Trading, FINRA, Broadridge,ADP,Microsoft...

Education
University of Cincinnati   1982 — 1984
Banking and Financial Support Services

Manhattan College   1981 — 1982
Finance, General

Robert Palmieri Robert Palmieri Wakefield, Massachusetts Details
Robert Palmieri's Morgan Stanley Private Wealth Management Experience May 2015 - Present
Job Founder of Have a Heart
Industry Nonprofit Organization Management
Experience
Morgan Stanley Private Wealth Management   May 2015 - Present
Have A Heart   July 2014 - Present
Vector Marketing  January 2014 - Present

Skills
Customer Service, Microsoft Office, Sales, Microsoft Excel, Marketing, Microsoft Word, Leadership, PowerPoint, Sales Management, Public Speaking, Nonprofits, Event Planning, Team Leadership, Social Media, Time Management

Education
Quinnipiac University   2013 — 2017
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies

Quinnipiac University   2013 — 2017
Entrepreneurship/Entrepreneurial Studies

John Molkentin John Molkentin Gainesville, Florida Details
John Molkentin's Morgan Stanley Private Wealth Management Experience May 2013 - July 2013
Job Business Student at University of Florida
Industry Financial Services
Experience
Carnival Corporation  May 2014 - July 2014
Morgan Stanley Private Wealth Management   May 2013 - July 2013

Skills
Mathematics, Finance, Microsoft Office, Interpersonal Skills, Leadership, Critical Thinking, Open Innovation, Data Analysis, Quantitative Data

Education
University of Florida   2014 — 2016
Bachelors of Arts in Business Administration (B.B.A.) 2016

Miami Dade College   2013 — 2014
Associate's Degree, Business Administration and Management, General, 3.90

Northwest Florida State College   2012 — 2013
Business Administration and Management, General, 3.67

Kenneth Kohut Kenneth Kohut Bloomfield Hills, Michigan Details
Kenneth Kohut's Morgan Stanley Private Wealth Management Experience May 2014 - May 2014
Job Student at Michigan State University
Industry
Experience
Morgan Stanley Private Wealth Management   May 2014 - May 2014
Cranbrook Educational Community  June 2012 - August 2013

Education
Michigan State University   2014 — 2018
Bachelor of Arts (B.A.), Finance

Alexis George Alexis George Washington D.C. Metro Area Details
Alexis George's Morgan Stanley Private Wealth Management Experience June 2013 - Present
Job Business Development at Morgan Stanley Private Wealth Management
Industry Program Development
Experience
Morgan Stanley Private Wealth Management   June 2013 - Present
On Tap Magazine  April 2008 - December 2013
The College Board  July 2012 - June 2013
SM&A  January 2011 - July 2012
Cardinal Technologies (now SM&A)   April 2008 - January 2011
University of Maryland University College  December 2007 - April 2008

Skills
Program Management, Proposal Writing, Data Analysis, Project Management, SharePoint, Requirements Analysis, Microsoft Office, Technical Writing, Business Process, Requirements Gathering, Configuration Management, OS X, Leadership, ClearQuest, Certified Project..., Management, Editing, ClearCase, Crystal Reports, Spanish, MS Office Suite, Proposal Management, Work Group..., Mac OS X, Active DoD Secret..., Series 7, Series 66, Business Development, Consulting

Education
University of Maryland University College   2004 — 2007
Master of Business Administration (M.B.A.)

Georgetown University   2000 — 2004
Bachelor of Arts (B.A.), English Language and Literature, General

Stephen Bascom Stephen Bascom Cincinnati, Ohio Details
Stephen Bascom's Morgan Stanley Private Wealth Management Experience July 2015 - Present
Job Wealth Advisory Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   July 2015 - Present
Morgan Stanley Wealth Management  June 2014 - July 2014
The Walnut Group  June 2013 - August 2013

Skills
Microsoft Office, Microsoft Excel

Education
University of Cincinnati   2013 — 2015

Marietta College   2011 — 2013

Indian Hill High School

Dylan Brennan Dylan Brennan Chicago, Illinois Details
Dylan Brennan's Morgan Stanley Private Wealth Management Experience April 2014 - January 2015
Job Intern at Morgan Stanley Private Wealth Management, Student at Miami University's Farmer School of Business
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   April 2014 - January 2015
FIRST Insurance Funding Corp  May 2013 - August 2013
OpenMarkets  June 2012 - January 2013

Skills
Sales

Education
Miami University   2012 — 2016
Bachelor of Business Administration (B.B.A.), Finance, General

John Cabot University   2014 — 2014

Loyola Academy   2009 — 2012

Charles Wilmot Charles Wilmot Monterey, California Details
Charles Wilmot's Morgan Stanley Private Wealth Management Experience December 1998 - January 2011
Job Experienced senior financial services executive with skills in BSA and CFT compliance.Open to consulting assignments.
Industry Financial Services
Experience
Monterey Institute of International Studies  January 2011 - May 2012
Morgan Stanley Private Wealth Management   December 1998 - January 2011

Skills
AML, Research, Data Analysis, Policy Analysis, Teaching, Microsoft Word, Higher Education, English, Qualitative Research, Economics, Terrorist Financing, Bank Secrecy Act, USA PATRIOT Act, Suspicious Activity..., Country Risk Analysis, Political Risk Analysis, Leadership, Financial Services, Finance, Risk Assessment, Due Diligence, Strategic Financial..., Banking, Financial Analysis, Analysis, Strategy, Program Management, Management, Strategic Planning, Change Management, Series 7, Risk Management, Financial Modeling

Education
Monterey Institute of International Studies   2011 — 2012
Certificate, Terrorism Studies, 3.3

Whitman College   1954 — 1959
Bachelor of Arts (B.A.), Biology, General

Gregory Redman Gregory Redman New York, New York Details
Gregory Redman's Morgan Stanley Private Wealth Management Experience June 2005 - August 2005
Job Technical Program Manager at Google
Industry Computer Software
Experience
Google  November 2013 - Present
Amazon.com  June 2012 - August 2013
Amazon.com  April 2009 - June 2012
Ngee Ann Polytechnic  2007 - 2008
Engineers Without Borders  April 2006 - July 2006
Morgan Stanley Private Wealth Management   June 2005 - August 2005
Morgan Stanley  June 2004 - August 2004

Skills
Analytics, Data Analysis, Program Management, Project Management, Matlab, Perl, Research, Analysis, Software Development, Software Engineering, Business Strategy, Java, Python, SQL, Strategic Planning, Project Planning, Management, MySQL, Amazon Web Services..., Databases, Scalability, SoC

Education
Princeton University   2003 — 2007
Bachelor of Science in Engineering, Operations Research and Financial Engineering

Rumson Fair Haven Regional High School

Robert Lipman Robert Lipman Greater Seattle Area Details
Robert Lipman's Morgan Stanley Private Wealth Management Experience September 2011 - Present
Job Senior Vice President at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   September 2011 - Present
UBS Financial Services, Inc.   2005 - 2011
Goldman Sachs  2000 - 2005
Goldman Sachs Investment Bank   1983 - 2000

Education
Harvard Business School
MBA

Harvard Law School
JD

Yale University
BA

Jenny O'Neill Jenny O'Neill Boston, Massachusetts Details
Jenny O'Neill's Morgan Stanley Private Wealth Management Experience October 2009 - Present
Job Registered Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   October 2009 - Present

Skills
Series 7, Alternative Investments, Series 63, Wealth Management, FINRA, Asset Allocation, Bloomberg, Equities, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Mutual Funds, Investments, Portfolio Management

Education
Georgetown University   2005 — 2009
Bachelor of Arts, Psychology

Rohan Thompson Rohan Thompson Greater Chicago Area Details
Rohan Thompson's Morgan Stanley Private Wealth Management Experience December 2013 - February 2014
Job Marketing Coordinator at PianoForte Foundation
Industry Performing Arts
Experience
PianoForte Foundation   November 2014 - Present
ShawChicago Theater Company   March 2014 - Present
Ruth Page Foundation   February 2014 - Present
Morgan Stanley Private Wealth Management   December 2013 - February 2014
SamaSama Project   July 2013 - October 2013
AK Kerani   January 2012 - June 2013
Centre For Student Involvement LGBT Resource Centre   September 2009 - March 2013
China Care Foundation   April 2012 - 2013
Northwestern Multicultural Student Affairs   2012 - 2013
Northwetsern Multicultural Student Affairs   2012 - 2013

Skills
Trumpet, Tenor Voice, Ballet, Acting, Piano, Vocal, Musical Theatre, Music, Theatre, Stage Direction, Social Media, iMovie, Classical, Final Cut Pro, Improvisation, Choreography, Event Management, Dance, Jazz, Grant Writing, Spanish, Social Media Marketing, Public Relations, Performing Arts, Public Speaking

Education
Northwestern University   2009 — 2013
Bachelor of Arts (BA), Ethnomusicology

Conor Feeney Conor Feeney New York, New York Details
Conor Feeney's Morgan Stanley Private Wealth Management Experience June 2010 - August 2010
Job Investment Banking Associate at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan   July 2015 - Present
MBA Investment Fund, LLC  November 2013 - May 2015
J.P. Morgan   June 2014 - August 2014
Toopher  May 2013 - July 2013
Merrill Lynch  September 2011 - March 2013
Morgan Stanley Private Wealth Management   June 2010 - August 2010
PF Gold Clover, LLC   July 2009 - August 2009

Skills
Investments, Equities, Financial Modeling, Trading, Mutual Funds, Investment Banking, Valuation, Investment Strategies, Management, Finance

Education
The University of Texas at Austin - The Red McCombs School of Business   2013 — 2015
Master of Business Administration (MBA), Accounting and Finance

Gonzaga University   2007 — 2011
B.A., Finance and Economics

Patrick Mead-Ma Bankruptcy & Foreclosure Lawyer Patrick Mead-Ma Bankruptcy & Foreclosure Lawyer Greater Boston Area Details
Patrick Mead-Ma Bankruptcy & Foreclosure Lawyer's Morgan Stanley Private Wealth Management Experience 2000 - 2002
Job Owner at Law Offices of Patrick L. Mead
Industry Law Practice
Experience
Law Offices of Patrick L. Mead   2006 - Present
Morgan Stanley Private Wealth Management   2000 - 2002

Skills
Legal analysis, Investments, Accounting, Analysis, Access, Public Relations, Team Building, Inventory Management, Project Planning, Valuation

Education
Massachusetts School of Law   2003 — 2006
Doctor of Law (J.D.), Banking, Corporate, Finance, and Securities Law

Southern New Hampshire University   2000 — 2001
Master's degree, Business Administration and Management, General

University of New Hampshire   1992 — 1996
Bachelor of Arts (B.A.), Political Science and Government

Liza Brigham Liza Brigham Chicago, Illinois Details
Liza Brigham's Morgan Stanley Private Wealth Management Experience June 2000 - August 2004
Job Account Manager at Signature Consultants
Industry Information Technology and Services
Experience
Signature Consultants  January 2015 - Present
e.biT Consulting   January 2014 - January 2015
Neiman Marcus  January 2013 - December 2013
Brigham Construction Company   May 2009 - December 2013
Invesco PowerShares  September 2008 - October 2010
Bank of America  June 2005 - September 2008
Credit Suisse Securities LLC, Family Wealth Management Services Group   August 2004 - June 2005
Morgan Stanley Private Wealth Management   June 2000 - August 2004
UBS Private Wealth Management  1998 - 2000
Bear Stearns Securities Corporation  1997 - 1998

Skills
Series 63, Series 7, Trading, Investments, Series 65, Hedge Funds, ETFs, Wealth Management, Alternative Investments, Portfolio Management, Financial Advisory, Management, Relationship Management, Private Banking, Wealth, Investment Strategies, Sales, Mortgage Lending, Securities, Investment Advisory, Asset Management, Equities, Business Development, Finance, Financial Analysis, Financial Services, Options, Financial Markets, Mutual Funds, Investment Management, Asset Allocation

Education
Michigan State University   1993 — 1997
BA, Accounting

Edina High School   1990 — 1993
high school

Scott Bogan Scott Bogan Westport, Connecticut Details
Scott Bogan's Morgan Stanley Private Wealth Management Experience 2000 - 2005
Job Investment Advisor at Resnick Advisors
Industry Investment Management
Experience
Resnick Advisors   2005 - Present
Morgan Stanley Private Wealth Management   2000 - 2005
R.M.Bogan & Associates   1985 - 2000

Skills
Wealth Management for..., Asset Allocation, ..., Alternative Investments, Insurance

Education
Middlebury College   1979 — 1983
Bachelor of Arts (B.A.), Political Science and French

Institute d'Etudes Politiques   1981 — 1982

Holly Pecarek Holly Pecarek Greater Atlanta Area Details
Holly Pecarek's Morgan Stanley Private Wealth Management Experience April 2009 - Present
Job Executive Director, Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   April 2009 - Present
Goldman Sachs  October 2005 - February 2008
UBS Wealth Management  May 2005 - October 2005
Goldman Sachs  May 2000 - March 2005
SunTrust Robinson Humphrey  1997 - 1999

Skills
Series 7, Hedge Funds, Securities, Alternative Investments, Equities, Asset Management, FINRA, Investments, Mutual Funds, Portfolio Management, Wealth Management

Education
University of Florida   1994 — 1997
BS, Nutrition

Georgia Southern University   1992 — 1994
Nutrition Sciences

Aye M. Soe, CFA Aye M. Soe, CFA Garden City, New York Details
Aye M. Soe, CFA's Morgan Stanley Private Wealth Management Experience September 2006 - June 2007
Job Senior Director, Global Research & Design at S&P Dow Jones Indices
Industry Financial Services
Experience
Hofstra University  January 2014 - Present
S&P Dow Jones Indices  June 2007 - Present
Morgan Stanley Private Wealth Management   September 2006 - June 2007
FactSet Research Systems  January 2004 - August 2006

Skills
Portfolio Management, Investments, Equities, Asset Allocation, Analytics

Education
Fordham University   2002 — 2003
Master of Arts (MA), Economics

Tufts University   1997 — 2001
Bachelor of Arts (BA), Economics

Bob Penney Bob Penney Providence, Rhode Island Area Details
Bob Penney's Morgan Stanley Private Wealth Management Experience March 1990 - June 2001
Job Founder & CEO, YGB; Independent Brand Consultant, HALO Branded Solutions
Industry Marketing and Advertising
Experience
Your Great Brand (YGB)   October 2011 - Present
HALO Branded Solutions  March 2014 - Present
Cornerstone Partners, LLC  October 2011 - Present
U.S. Trust   January 2004 - October 2010
The Providence Group Investment Advisory   July 2001 - December 2003
Morgan Stanley Private Wealth Management   March 1990 - June 2001

Skills
Strategic Planning, Marketing, Finance, Investments, Marketing Strategy, Portfolio Management, Public Speaking, Direct Sales, Sales Presentations, Account Management, New Business Development, Marketing Communications, Entrepreneurship, Fundraising, Lead Generation, Key Account Management, Nonprofits, Start-ups, Teamwork, Volunteer Management, Writing, Youth Development, Youth Mentoring

Education
Providence College   1985 — 1989
B.S., Finance

Belmont High School   1981 — 1985

Anthony Quattrochi Anthony Quattrochi Greater New York City Area Details
Anthony Quattrochi's Morgan Stanley Private Wealth Management Experience September 2012 - Present
Job Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   September 2012 - Present
Morgan Stanley Private Wealth Management   April 2010 - September 2012
Morgan Stanley Private Wealth Management   August 2007 - April 2010
SOMERS B&B CAFE   January 2003 - May 2007
New York Mercantile Exchange  May 2006 - August 2006
BROOKSTREET SECURITIES CORPORATION  March 2003 - May 2003

Education
Iona College   2003 — 2007
BA, Finance

Mary O'Shea Mary O'Shea Bronxville, New York Details
Mary O'Shea's Morgan Stanley Private Wealth Management Experience June 2015 - Present
Job Summer Intern at Morgan Stanley Private Wealth Management
Industry Accounting
Experience
Morgan Stanley Private Wealth Management   June 2015 - Present
Deloitte  June 2014 - August 2014
Sentinel Financial Solutions  July 2013 - March 2014
Primerica  February 2013 - May 2013
Start Elevator   May 2012 - August 2012

Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Accounting, PowerPoint, Teamwork, Financial Accounting, Customer Service, Financial Reporting, QuickBooks, Bookkeeping, Auditing, Research, English, Time Management, Income Tax, Public Speaking, Windows

Education
Pace University - Lubin School of Business   2012 — 2015

Ursuline School   2009 — 2012
High School

Daniel Polotsky Daniel Polotsky Deerfield, Illinois Details
Daniel Polotsky's Morgan Stanley Private Wealth Management Experience June 2014 - August 2014
Job Co Founder/Co CEO at BitExperts LLC
Industry Financial Services
Experience
BitExperts LLC   November 2014 - Present
Uber  September 2014 - Present
RJ O'Brien & Associates LLC   June 2015 - August 2015
Morgan Stanley Private Wealth Management   June 2014 - August 2014
Vector Marketing  June 2013 - June 2014
Clear Financial Group/LPL Financial   June 2012 - August 2012

Skills
Leadership, Marketing, Sales, Calculus, Microsoft Excel, Microsoft Word, PowerPoint, Sales Presentations, AutoCAD, Research, Entrepreneurship, Spanish, Social Networking

Education
Northwestern University   2013 — 2017
Bachelor of Arts (B.A.), Economics

Deerfield High School   2009 — 2013

Ryan Semple Ryan Semple Rockville Centre, New York Details
Ryan Semple's Morgan Stanley Private Wealth Management Experience May 2014 - June 2014
Job Student at Penn State University
Industry
Experience
Penn State Investment Association  January 2013 - Present
Sapphire Leadership Program  August 2012 - Present
Delta Tau Delta  May 2013 - November 2014
Morgan Stanley Private Wealth Management   May 2014 - June 2014
Hempstead Golf & Country Club   May 2012 - August 2013

Skills
Customer Service, Leadership, Management, Microsoft Excel, Microsoft Office, Microsoft Word, Teamwork, Time Management, PowerPoint, Event Planning

Education
Penn State University   2012 — 2016
Bachelor’s Degree, Finance, General, Junior

Chaminade High School   2008 — 2012
High School

Thomas Benedict Thomas Benedict Los Angeles, California Details
Thomas Benedict's Morgan Stanley Private Wealth Management Experience July 2009 - September 2011
Job CoCEO @ LINK Restaurant Group
Industry Food & Beverages
Experience
LINK Restaurant Group, Inc.   2012 - 2015
J.P. Morgan   September 2011 - January 2014
Morgan Stanley Private Wealth Management   July 2009 - September 2011
UBS  June 2008 - August 2008
International Creative Management  2005 - 2006
Media Plus Consulting  June 2004 - March 2005

Skills
Entrepreneurship, Venture Capital, Financial Modeling, Mergers, Business Development, Business Strategy

Education
Thunderbird School of Global Management   2007 — 2009

Georgetown University - The McDonough School of Business   2000 — 2004
BBA, International Business & Marketing

Bruce DiBiase Bruce DiBiase Greater Denver Area Details
Bruce DiBiase's Morgan Stanley Private Wealth Management Experience August 2015 - Present
Job Managing Director Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   August 2015 - Present
J.P. Morgan Asset Management   2007 - August 2015
JPMorgan Securities Inc.  May 2007 - April 2009
Bear Stearns  1997 - 2007

Skills
Investments, Asset Allocation, Credit, Wealth Management..., Series 7, Banking, Alternative Investments, Asset Management, Wealth Management, Portfolio Management, Capital Markets, Equities

Education
Kent State University   1983 — 1987
B.A., Finance

Mitchell Dupere Mitchell Dupere Greater Los Angeles Area Details
Mitchell Dupere's Morgan Stanley Private Wealth Management Experience May 2015 - August 2015
Job Rare Disease Liaison at QOL Medical LLC
Industry Pharmaceuticals
Experience
Morgan Stanley Private Wealth Management   May 2015 - August 2015
The Crab Pot   May 2014 - August 2014
NASCAR  May 2013 - August 2013

Skills
Social Media, Sports Management, Sports, Fitness, Sports Marketing, Athletics, Microsoft Office, Time Management, Sales, Social Networking, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Leadership, Facebook, Marketing

Education
High Point University   2011 — 2015
Bachelor of Business Administration (B.B.A.), Sports Management

Needham B. Broughton High School   2007 — 2011

Emma Platter Emma Platter Los Angeles, California Details
Emma Platter's Morgan Stanley Private Wealth Management Experience March 2015 - Present
Job Intern at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   March 2015 - Present
The AND Group  July 2014 - August 2014
Styled By Anya Inc.   June 2014 - August 2014
Alpha Phi International Fraternity  November 2013 - August 2014
Petal Forrest   October 2013 - May 2014
Loyola Marymount University  September 2013 - May 2014
PRIDE Industries  December 2012 - January 2013
Next Step Dance Studio   June 2010 - August 2012

Skills
Research, PowerPoint, Event Planning, Facebook, Social Media, Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, Organization, Higher Education, Student Affairs, Writing, Creativity, Timely Decision Making, Social Networking, Social Media Marketing, Website Development

Education
Loyola Marymount University   2012 — 2016
Bachelor of Business Administration (B.B.A.), Entrepreneurship, Senior

Monte Vista High School   2008 — 2012
High School Diploma

Caroline Marini Caroline Marini Boston, Massachusetts Details
Caroline Marini's Morgan Stanley Private Wealth Management Experience May 2015 - Present
Job Client Service Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   May 2015 - Present
Constellation Brands  July 2014 - May 2015
The Varano Group   May 2013 - August 2013
Tufts Medical Center  May 2013 - August 2013
Ohio Wesleyan University  August 2012 - December 2012

Skills
Research, Finance, Microsoft Excel, Public Speaking, Management, Marketing, Leadership, Economics, Social Media Marketing, Media Relations, Account Management, QuickBooks, Accounts Payable, International Relations, International Business, Logistics, Microsoft Word, Teamwork, Time Management, Social Networking, Wealth Management

Education
Ohio Wesleyan University   2010 — 2014
Bachelor of Arts (BA), Economics and Management

Richmond, The American International University in London   2013 — 2013
Bachelor of Arts (B.A.), Economics

Pittsford Mendon High School   2007 — 2010

Hanieh Sadat Hanieh Sadat Los Angeles, California Details
Hanieh Sadat's Morgan Stanley Private Wealth Management Experience August 2015 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   August 2015 - Present
Wells Fargo Advisors  January 2011 - Present
Wells Fargo Advisors  March 2006 - December 2010
1st. Mortgage, Inc.   September 2005 - December 2005

Education
Series 7   2008 — 2021
Series 66, CA Insurance

Pepperdine University   2011 — 2013
Bachelor of Applied Science (B.A.Sc.), Risk Management

California State University-Northridge   2003 — 2005
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

Daniel Castelblanco Daniel Castelblanco Miami/Fort Lauderdale Area Details
Daniel Castelblanco's Morgan Stanley Private Wealth Management Experience 2012 - 2014
Job Independent
Industry Building Materials
Experience
Independent  2014 - Present
Morgan Stanley Private Wealth Management   2012 - 2014
Opustone Natural Stone Distributors   2011 - 2012
Terra Marmol, LLC   2005 - 2011

Education
Nova Southeastern University
Master of Business Administration (M.B.A.), Finance, General

Universidad del Norte   1996 — 2001
Bachelor’s Degree, Business Administration and Management, General

Christopher Ragazzo Christopher Ragazzo Greater Los Angeles Area Details
Christopher Ragazzo's Morgan Stanley Private Wealth Management Experience September 2015 - Present
Job Relationship Associate at Credit Suisse
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   September 2015 - Present
Credit Suisse  May 2014 - September 2015
Credit Suisse  November 2012 - May 2014
Lacrosse U   January 2012 - November 2012
North Carolina State University  January 2011 - May 2012
PT's Grille   January 2007 - August 2010

Skills
SAS, Stata, Data Analysis, Analysis, Microsoft Excel, Research, PowerPoint, Microsoft Office, Microsoft Word, Econometrics, Spanish, Matlab, C++, Python, Buisness Objects / SQL, Bloomberg, Bloomberg Terminal

Education
North Carolina State University   2011 — 2012
Masters, Economics

University of North Carolina at Wilmington   2007 — 2010
BA, Economics

University of North Carolina at Wilmington   2007 — 2010
Minor, International Relations and Affairs

Taylor Coughlin Taylor Coughlin Chicago, Illinois Details
Taylor Coughlin's Morgan Stanley Private Wealth Management Experience April 2015 - Present
Job Client Service Associate at Morgan Stanley, Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   April 2015 - Present
Wrightwood Wealth Management, LLC   June 2013 - April 2015
MassMutual Financial Group, Hoopis Financial Group   March 2012 - May 2013
MassMutual, Pearre and Associates   August 2010 - March 2012
Eagle One Case Management Solutions  May 2006 - August 2009

Skills
Customer Service, Time Management, Account Management, Customer Support, Microsoft Office, Organization, Fast Learner, Highly detail oriented, Team-oriented, Goal Oriented, Manage Client..., Client Relations Skills, Highly Reliable, Customer Satisfaction, Public Speaking

Education
Indiana University Bloomington   2006 — 2010
Bachelor's, Public Affairs Management

Dawei Yin Dawei Yin Greater Philadelphia Area Details
Dawei Yin'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
AXA Advisors  January 2011 - July 2014
AVL  January 2007 - May 2009
AVL  July 2004 - January 2007
General Motors  June 2000 - July 2004

Education
Michigan State University - The Eli Broad Graduate School of Management   2004 — 2006
MBA, Management

Penn State University   1995 — 2000
BS, Mechanical Engineering

Deanna (Weiss) Rodriguez, Executive MBA Deanna (Weiss) Rodriguez, Executive MBA Greater New York City Area Details
Deanna (Weiss) Rodriguez, Executive MBA's Morgan Stanley Private Wealth Management Experience January 2007 - February 2015
Job Executive Vice President at PinnacleCare
Industry Health, Wellness and Fitness
Experience
PinnacleCare  March 2015 - Present
Morgan Stanley Private Wealth Management   January 2007 - February 2015
Smith Barney  January 2001 - January 2007
Smith Barney  January 1986 - January 2001

Skills
Wealth Management, Branch Management, Business Strategy, Team Leadership, P&L Mangement and..., Business Planning, Operations Management, Strategic Planning, Project Management, Product Management, Mentoring, Luxury Lifestyle, Lifestyle Management, Vendor Management, Strategy, Financial Services, Finance, Securities, Business Development, Risk Management, Private Equity, Mergers & Acquisitions, Management, Asset Management, Equities, Training, FINRA, Investments

Education
Fordham University - Graduate School of Business Administration   2010 — 2012
Executive MBA, Business & Marketing Dual Concentration

Roosevelt University   2007 — 2008
Bachelors Professional Studies, Organizational Leadership

anil bhandari anil bhandari Greater New York City Area Details
anil bhandari's Morgan Stanley Private Wealth Management Experience February 2000 - January 2015
Job Senior Vice President at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  January 2015 - Present
Morgan Stanley Private Wealth Management   February 2000 - January 2015
Bear Stearns & Co  September 1983 - February 2000

Skills
Capital Markets, Investment Banking, Wealth Management, Investments, Management, Private Equity, Equities, Portfolio Management, Mergers & Acquisitions, Valuation, Alternative Investments, Hedge Funds, Venture Capital, Emerging Markets, Fixed Income

Education
Indian Institute of Technology, Kanpur
BTech (Mechanical Engg)

The Ohio State University
Master of Business Administration (M.B.A.), Finance & Marketing

The Ohio State University
Master of Science (MS), Industrial Engineering

Anthony McTaggart Anthony McTaggart Las Vegas, Nevada Details
Anthony McTaggart's Morgan Stanley Private Wealth Management Experience October 2003 - November 2004
Job Empowering through creative programs for the most important resource we've got our youth.
Industry Nonprofit Organization Management
Experience
Andson, Inc.   November 2009 - Present
University of Nevada Las Vegas  July 2015 - Present
Anthony Joseph Consulting   January 2014 - Present
CCC  October 2005 - November 2009
Morgan Stanley Private Wealth Management   October 2003 - November 2004

Skills
Project Management, Nonprofits, Fundraising, Marketing Strategy, Teaching, Event Planning, Strategic Planning, Community Outreach, Data Center, Adobe Creative Suite, Journalism, Budgets, Public Speaking, Training, Program Management, Event Management, Leadership, Business Analysis, Program Development,..., IT Infrastructure Design, Program Development

Education
University of Nevada-Las Vegas - College of Business   2007 — 2010
MBA, MIS, Business Administration and Management, General

Point Loma Nazarene University   2001 — 2005
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services

Cyryl Jakubik Cyryl Jakubik Niles, Illinois Details
Cyryl Jakubik's Morgan Stanley Private Wealth Management Experience 2015 - Present
Job Intern at Morgan Stanley Private Wealth Management
Industry Real Estate
Experience
Morgan Stanley Private Wealth Management   2015 - Present
Midland Realty Group   January 2015 - 2015

Skills
Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Social Networking, Research, Public Speaking, Teamwork, Time Management, Social Media, Leadership, Event Planning, Facebook, Team Leadership, Social Media Marketing, Management

Education
Loyola University of Chicago   2011 — 2015
Bachelor’s Degree, Economics

Loyola University Chicago

Donna Vickers Donna Vickers Lumberton, New Jersey Details
Donna Vickers's Morgan Stanley Private Wealth Management Experience November 2007 - Present
Job Senior Registered Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   November 2007 - Present
Prudential Securities  July 1996 - August 2001
Wabash & Pershing Financial Partners   March 1993 - May 1995

Education
Montclair State University
Bachelors of Science in Marketing & Management

Daniel Althouse Daniel Althouse Seattle, Washington Details
Daniel Althouse's Morgan Stanley Private Wealth Management Experience May 2011 - August 2011
Job Business Assurance at Moss Adams LLP
Industry Financial Services
Experience
Moss Adams LLP  November 2013 - Present
Northwestern Mutual  July 2012 - September 2012
Aginsky Consulting Group  January 2012 - July 2012
Morgan Stanley Private Wealth Management   May 2011 - August 2011
Sunspots Vacation Rentals   June 2008 - August 2008

Skills
Investments, Business Development, Due Diligence, Economics, Business Strategy, Business Planning, Entrepreneurship, Management Consulting, Start-ups, Corporate Finance, New Business Development, Mergers & Acquisitions, Microsoft Excel, Negotiation, Banking, Leadership, Market Research, Strategy, Emerging Markets, Contract Negotiation, Competitive Analysis, Marketing, Portfolio Management, Finance, International Business, Asset Allocation, Accounting, Public Speaking, Financial Modeling, Venture Capital, Financial Analysis, Private Equity, Valuation, Wealth Management, Strategic Planning, Insurance, Strategic Financial..., Training, Data Analysis, Business Analysis, Microsoft Office, PowerPoint, Microsoft Word, Management, Research

Education
UW Professional & Continuing Education   2013 — 2013
Certificate, Accounting (Intensive), 3.5/4.0

Lewis and Clark College   2008 — 2012
Bachelors, Economics, Focus in Management

Sarah Teller Sarah Teller New York, New York Details
Sarah Teller's Morgan Stanley Private Wealth Management Experience March 2007 - May 2010
Job Executive Director at MarketShare
Industry Marketing and Advertising
Experience
MarketShare  July 2015 - Present
MarketShare  January 2014 - June 2015
MarketShare  July 2012 - December 2013
Morgan Stanley Private Wealth Management   March 2007 - May 2010

Skills
Business Strategy, Private Equity, Wealth Management

Education
Massachusetts Institute of Technology - Sloan School of Management   2010 — 2012

University of Missouri-Columbia   2003 — 2006
Bachelor of Science, Business Administration, Finance & Banking, Economics

Lindsay Walker Lindsay Walker Greater New York City Area Details
Lindsay Walker's Morgan Stanley Private Wealth Management Experience July 2009 - Present
Job Assistant Vice President, Associate Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  February 2014 - Present
Morgan Stanley Private Wealth Management   July 2009 - Present

Skills
Series 7, Series 66, Series 31, Team Leadership, Microsoft Excel, Alternative Investments, Bloomberg, Equities, FINRA, Financial Modeling, Investments, Mutual Funds

Education
Fordham University - Graduate School of Business Administration   2009 — 2013
Master of Business Administration (M.B.A.), Dual MBA in Finance, Marketing

Lehigh University   2002 — 2006
Bachelor of Science, Marketing, English

Lehigh University - College of Business and Economics   2002 — 2006

Rick Blosser Rick Blosser Los Angeles, California Details
Rick Blosser's Morgan Stanley Private Wealth Management Experience July 1992 - November 2008
Job Managing Director at UBS
Industry Financial Services
Experience
UBS  November 2008 - Present
Morgan Stanley Private Wealth Management   July 1992 - November 2008

Education
Princeton University   1982 — 1986
Bachelor of Arts (B.A.), Economics

David Whitney, CAP® David Whitney, CAP® San Francisco Bay Area Details
David Whitney, CAP®'s Morgan Stanley Private Wealth Management Experience Founder and CEOAustin-HayneApril 1994 - February 1999
Job Vice President at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   Founder and CEOAustin-HayneApril 1994 - February 1999

Education
Hampshire College   1974 — 1979
BA, Arts and Science

Chris Brandemihl Chris Brandemihl Greater Detroit Area Details
Chris Brandemihl's Morgan Stanley Private Wealth Management Experience September 2010 - 2014
Job Business Finance Manager at Taylor Ford Inc
Industry Automotive
Experience
Taylor Ford Inc   2014 - Present
Morgan Stanley Private Wealth Management   September 2010 - 2014

Skills
Automotive, Finance, Management, Customer Experience, Process Improvement, Retirement Planning, Estate Planning, Financial Analysis, Loans, Due Diligence, Underwriting, Life Insurance, Strategic Planning, Series 6, Series 63, Series 24, Variable Annuities, Investments, Wealth Management, Credit Analysis, Series 7, Customer Service

Education
Oakland University

Jamie Colley Jamie Colley Houston, Texas Details
Jamie Colley's Morgan Stanley Private Wealth Management Experience August 2013 - December 2013
Job Freshman Volleyball Coach
Industry Sports
Experience
St. Agnes Academy  July 2015 - Present
Big Sky Pediatric Therapy  June 2014 - July 2015
Morgan Stanley Private Wealth Management   August 2013 - December 2013
Denison University  August 2012 - June 2013
Denison University  August 2012 - June 2013
Denison University  August 2012 - June 2013
Allegheny College  August 2011 - June 2012
USA Athletes International  June 2011 - June 2011

Skills
Recruiting, Excellent MS Word and..., Proficient in..., Event Planning, Appointment Scheduling, Undergraduate..., Customer Service, Social Networking, Detail Oriented, Communication Skills, Public Speaking, Higher Education

Education
John Carroll University   2007 — 2011
Bachelor of Arts (B.A.), Sociology

Mary Ann (LoGiudice/Reilly) Petraitis Mary Ann (LoGiudice/Reilly) Petraitis Greater New York City Area Details
Mary Ann (LoGiudice/Reilly) Petraitis's Morgan Stanley Private Wealth Management Experience September 2012 - Present
Job Vice President at Morgan Stanley Private Bank
Industry Banking
Experience
Morgan Stanley Private Wealth Management   September 2012 - Present
ExperisNL  March 2012 - September 2012
The Bank of New York Mellon  2001 - 2010
Summit Bank  June 1990 - May 2001
Merrill Lynch Pierce Fenner and Smith  July 1987 - June 1990

Skills
Banking, Investments, Bonds, Customer Relations, Securities, Excel, Word, Microsoft Office, Customer Service, Microsoft Word, Wealth Management, Analysis, Strategic Planning, Training, Risk Management, Investment Banking, Financial Analysis

Education
Cranford High School

Montclair State University
BA, Consumer Affairs

Nadia Batchelor Nadia Batchelor Greater New York City Area Details
Nadia Batchelor's Morgan Stanley Private Wealth Management Experience June 2006 - August 2006
Job Head of Corporate Access, US at Jefferies
Industry Financial Services
Experience
Jefferies LLC  May 2014 - Present
Jefferies LLC  July 2013 - May 2014
MORGAN STANLEY  August 2007 - April 2013
Morgan Stanley- Private Wealth Management  June 2006 - August 2006
American Express  October 2004 - June 2005
American Express- Global Corporate Services   August 2003 - October 2004
JPMorgan  June 2001 - August 2003
JPMorgan- Investment Banking- Industrials   May 2000 - August 2000

Education
Harvard Business School   2005 — 2007
MBA

University of Pennsylvania - The Wharton School   1997 — 2001
BS

Anthony Leonette Anthony Leonette Los Angeles, California Details
Anthony Leonette's Morgan Stanley Private Wealth Management Experience May 2010 - August 2010
Job Production Assistant at Various Production Companies
Industry Motion Pictures and Film
Experience
Various Production Companies  April 2015 - Present
Duke Energy Corporation  July 2013 - April 2015
KPMG  October 2011 - June 2013
Morgan Stanley Smith Barney  May 2010 - August 2010
Morgan Stanley Private Wealth Management   May 2010 - August 2010

Skills
Accounting, Auditing, Account Reconciliation, General Ledger, Cash Flow, Internal Controls, Peachtree, CPA, GAAP, US GAAP, Microsoft Excel

Education
North Carolina State University   2010 — 2011
Masters of Accounting, Accounting

West Virginia University   2006 — 2010
Bachelor of Science in Business Administration, Accounting

Meagan O'Shaughnessy Meagan O'Shaughnessy New York, New York Details
Meagan O'Shaughnessy's Morgan Stanley Private Wealth Management Experience February 2014 - Present
Job Sales Associate at Morgan Stanley Private Wealth Management
Industry Marketing and Advertising
Experience
Morgan Stanley Private Wealth Management   February 2014 - Present
ZEFR  October 2012 - Present
Interview Magazine  August 2012 - October 2012
Morgan Stanley  June 2011 - August 2011
The PR Boutique  May 2010 - July 2010
A Bientot   August 2006 - August 2008

Skills
Corporate Finance, Microsoft Office, Marketing Communications, Marketing Research, Spanish, Digital Media, Social Media, YouTube, Facebook, Sales, Social Networking, Online Advertising, Advertising, PowerPoint, Public Relations, Digital Strategy, Customer Service, Press Releases, Digital Marketing, Social Media Marketing, Marketing, Management, Media Planning

Education
Franklin College of Arts & Sciences   2008 — 2012
Bachelor of Business Administration; Bachelor of Business Administration, Marketing; International Business

University of Georgia - Terry College of Business   2008 — 2012
Bachelor of Business Administration, Finance, Marketing and International Business with Spanish Minor

Leopold-Franzens Universität Innsbruck / University of Innsbruck   2010 — 2010
Principles of Marketing and Major American Writers

Nick Sergi Nick Sergi Greater New York City Area Details
Nick Sergi's Morgan Stanley Private Wealth Management Experience September 2015 - Present
Job Intern at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   September 2015 - Present
Northwestern Mutual  June 2015 - August 2015

Skills
Microsoft Office, Microsoft Excel, Customer Service, Leadership, PowerPoint, Microsoft Word, Management, Finance, Sales, Public Speaking, Investments, Marketing

Education
Fordham University   2013 — 2017

Fordham University   2013 — 2017
Economics

Caroline Gogolak Caroline Gogolak Greater New York City Area Details
Caroline Gogolak's Morgan Stanley Private Wealth Management Experience July 2008 - January 2010
Job CoFounder, President Carbon38
Industry Apparel & Fashion
Experience
Carbon38  November 2011 - Present
Goldman Sachs  January 2010 - October 2011
Morgan Stanley Private Wealth Management   July 2008 - January 2010

Skills
Entrepreneurship, Financial Modeling, Start-ups, Research, Social Media, Social Networking, Business Development, Investments, Strategic Planning, Emerging Markets

Education
Harvard University   2005 — 2008
A.B., South Asian Studies

Addison Phillips Addison Phillips Greater New York City Area Details
Addison Phillips's Morgan Stanley Private Wealth Management Experience June 2011 - May 2012
Job
Industry
Experience
Highline Capital  January 2015 - Present
Launch Collective  August 2014 - November 2014
Morgan Stanley  May 2012 - July 2014
Morgan Stanley Private Wealth Management   June 2011 - May 2012

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales

Education
Harvard University   2007 — 2011
Bachelor of Arts (B.A.), Political Science and Government

The Chapin School   1995 — 2007

Bradley Burke Bradley Burke Palo Alto, California Details
Bradley Burke's Morgan Stanley Private Wealth Management Experience February 2014 - May 2014
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors, LLC  October 2014 - Present
Value Creation, LLC   May 2014 - Present
Morgan Stanley Private Wealth Management   February 2014 - May 2014
Wells Fargo Advisors, LLC  May 2010 - December 2013
VentureLoop   April 2009 - May 2010
Elgae Associates   September 2007 - May 2010
Alliant Credit Union  June 2009 - November 2009
InsideVenture   January 2009 - March 2009
VIP Concierge Services   April 2007 - December 2007
Wells Fargo  December 2005 - December 2006

Skills
Entrepreneurship, Financial Analysis, Investment Banking, Investments, Strategy, Capital Markets, Business Development, Leadership, Sales, Finance, Marketing Strategy, Venture Capital, Insurance, Coaching, Financial Services, Start-ups, Mergers & Acquisitions, Private Equity, Portfolio Management, Financial Modeling, Valuation, Business Strategy, Management Consulting, Business Planning, Due Diligence, IPO, Corporate Finance, Banking, Executive Management, Strategic Financial..., Credit, Corporate Development, Relationship Management, Wealth Management, Alternative Investments, Competitive Analysis, Strategic Partnerships, Investor Relations, Analysis, Market Research, Investment Advisory, Securities, Mutual Funds, Equities, Loans, Series 7, Mortgage Lending, Strategic Planning, Credit Analysis, New Business Development

Education
University of California, Santa Barbara   1998 — 2000
Bachelors, Business Economics & Accounting

Foothill College   1995 — 1998
AA, Economics

Joseph Pastore Joseph Pastore Greater Los Angeles Area Details
Joseph Pastore's Morgan Stanley Private Wealth Management Experience February 2013 - Present
Job Vice President at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   February 2013 - Present
Four Seaons Hotel and Resport   1994 - 1996

Education
Pace University   1983 — 1985
Master of Business Administration (M.B.A.), Finance, General

New York University   1979 — 1983
Bachelor of Arts (B.A.), Psychology

Shaz Khan Shaz Khan Greater Los Angeles Area Details
Shaz Khan's Morgan Stanley Private Wealth Management Experience June 2004 - August 2004
Job Actor/Filmmaker/Producer
Industry Entertainment
Experience
Azad Film   January 2012 - Present
an upcoming short film written/directed/produced by Shaz Khan   October 2013 - Present
Turning 21 Production   September 2013 - Present
E Tenebris E   December 2012 - January 2013
Mackenzie Productions   September 2011 - October 2011
Platinum  2010 - 2011
PNC Financial Services  May 2007 - May 2008
PNC Financial Services  June 2005 - April 2007
nformd.net   2005 - 2007
Morgan Stanley Private Wealth Management   June 2004 - August 2004

Skills
Film, Feature Films, Short Films, Theatre, Storytelling, Sales, Pre-production, Marketing, Strategy, Teaching, Finance, Management, Budgets, Acting, Wealth Management, Video Production, Television, Directing, Entertainment

Education
AutoDidact   1900 — 2020

Actor Studio MFA Program   2008 — 2011
Master of Fine Arts (M.F.A.), Acting

Pennsylvania State University   2001 — 2005
Bachelor of Science (B.S.), Finance

Lori Vorwerk Lori Vorwerk Houston, Texas Area Details
Lori Vorwerk's Morgan Stanley Private Wealth Management Experience August 2013 - Present
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   August 2013 - Present
Children's Orchard  February 2004 - March 2012
UBS Financial Services  March 1989 - February 2004
Rotan Mosle Inc.   March 1985 - March 1989

Education
Indiana University Bloomington   1976 — 1980

Janet Moeller Janet Moeller Greater Chicago Area Details
Janet Moeller's Morgan Stanley Private Wealth Management Experience July 2008 - January 2013
Job Senior Client Service Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   July 2008 - January 2013
JPMorgan Private Bank  February 2004 - July 2008
JPMorgan Private Bank  February 2004 - July 2008
Williams Labadie, LLC   May 2002 - November 2002
Williams Labadie, LLC   November 2000 - May 2002
Williams Labadie, LLC   February 2000 - November 2000
Williams Labadie, LLC   October 1999 - February 2000
American Advertising Federation  March 1998 - August 1999
General Mills  October 1997 - March 1998

Education
Iowa State University   1993 — 1997

Darcey Callender Darcey Callender Tampa, Florida Details
Darcey Callender's Morgan Stanley Private Wealth Management Experience September 2005 - July 2013
Job Senior Registered Client Service Associate
Industry Financial Services
Experience
Merrill Lynch  August 2013 - Present
Morgan Stanley Private Wealth Management   September 2005 - July 2013
Merrill Lynch  October 1996 - August 2005
Merrill Lynch  May 1995 - August 1996
Merrill Lynch  September 1993 - May 1995

Skills
Series 7, Series 63, Financial Services, FINRA, Retirement, Wealth Management..., Social Media Marketing, Trading, Financial Advisory, Strategic Financial..., Divorce, Widows, High Net Worth..., IRAs, 529 Plans, Saving for Education, Banking, Finance, Wealth Accumulation, Personal Financial..., Financial Goals, Wealth Management

Education
Rollins College   1989 — 1993
BS, Sociology with a minor in Psychology

Wells College   1991 — 1992
Florence, Italy

Madeira School   1985 — 1989

Julie Radtke Julie Radtke Greater New York City Area Details
Julie Radtke's Morgan Stanley Private Wealth Management Experience 2015 - Present
Job Operations Executive Manager
Industry Information Technology and Services
Experience
Morgan Stanley Private Wealth Management   2015 - Present
OppenheimerFunds  2014 - 2015
Oppenheimer Funds  1998 - 2015
OppenheimerFunds  2006 - 2014
OppenheimerFunds  2002 - 2006
Oppenheimerfunds, Inc.   1998 - 2002
Pershing  1997 - 1998
AIG  1996 - 1997
Scudder Stevens & Clark  1994 - 1996
JPMorgan Chase & Co.   1991 - 1994

Skills
Customer Relations, Banking, Budgeting, Forecasting, Cost Analysis, Insurance, Business Process, Executive Management, Analysis, Mentoring, Requirements Analysis, Project Planning, Administration, Process Improvement, Business Analysis, Resource Management, Program Management, Budgets, Relationship Management, SDLC, Customer Service, Investments, Management, Integration, Quality Assurance, Leadership, Software Quality..., Strategy, Project Management, Financial Services

Education
Hofstra University
Masters of Business Administration, Business Computer Information Systems

Hofstra University
Bachelor of Business Administration, Finance and Banking

Natalia C. Figueroa Natalia C. Figueroa New York, New York Details
Natalia C. Figueroa's Morgan Stanley Private Wealth Management Experience May 2011 - May 2015
Job Morgan Stanley Private Wealth Management: Latin America
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   May 2011 - May 2015
Morgan Stanley Private Wealth Management   November 2009 - May 2011
Thomson Reuters, Tax & Accounting, Government   June 2009 - August 2009
Senate Majority Office  
 
New York Life Insurance  June 2008 - August 2008
B'Bella Fashion Accessories   August 2005 - August 2008
Cuban American Student Association   June 2007 - June 2008
Mosaic International Institute  
 

Skills
Sales, Securities Market, Restaurants, Investments, Spanish, Business Planning, Analysis, Marketing Research, Marketing, Budgets, Real Estate, Business Development, Social Media, Event Planning, Management, Market Research

Education
New York University   2013 — 2015
Master of Arts (M.A.), Food Studies

Florida State University   2005 — 2009
B.S., Finance and Marketing

Universidad Antonio de Nebrija   2008 — 2008
Minor, Spanish and Business

Julie Shoemaker Julie Shoemaker Greater Denver Area Details
Julie Shoemaker's Morgan Stanley Private Wealth Management Experience August 2013 - Present
Job Associate Vice President at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   August 2013 - Present
JPMorgan  June 2002 - August 2013
Merrill Lynch  June 1994 - April 2002

Skills
Fixed Income, Private Banking, Leadership, Management, Process Improvement, Analysis, Sales, Customer Service, Account Management, Team Building

Education
Regis University   2000 — 2007
BS, Management

Mark Zembo Mark Zembo Columbus, Ohio Area Details
Mark Zembo's Morgan Stanley Private Wealth Management Experience September 1993 - December 1994
Job Director, Business Development at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial  2011 - Present
Nationwide Financial  2006 - 2011
Fritz-Rumer-Cooke Co., Inc   January 2000 - December 2002
American Express Financial Advisors  1996 - 1999
Morgan Stanley Private Wealth Management   September 1993 - December 1994

Skills
Portfolio Management, Sales Management, Fixed Annuities, Insurance, Series 63, Alternative Investments, Mutual Funds, Wealth Management, Investments, Strategic Financial..., Strategic Planning, Financial Services, Relationship Management, Retirement Planning, Sales Presentations, 401k, Series 6, Retirement, Life Insurance, Series 7, Financial Advisory, Asset Allocation, Finance, Sales, Management, Marketing, Securities, Asset Management

Education
Ohio Dominican University   2005 — 2006
MBA, Business

Miami University   1988 — 1993
BS, Finance

Richard Navalany Richard Navalany Greater New York City Area Details
Richard Navalany's Morgan Stanley Private Wealth Management Experience December 1998 - September 2002
Job Senior Personal Trust Administrator at TIAACREF Trust Company, FSB
Industry Banking
Experience
TIAA-CREF Trust Company, FSB  June 2010 - Present
Wilmington Trust FSB  March 2006 - June 2010
Deutsche Bank  October 2003 - March 2006
Morgan Stanley Private Wealth Management   December 1998 - September 2002

Education
Maurice A. Deane School of Law at Hofstra University   1995 — 1998
Juris Doctor, Law

Drew Anton Drew Anton Houston, Texas Area Details
Drew Anton's Morgan Stanley Private Wealth Management Experience 2004 - 2008
Job Principal at Hourglass Capital
Industry Financial Services
Experience
Hourglass Capital   May 2008 - Present
Morgan Stanley Private Wealth Management   2004 - 2008
Goldman Sachs  2003 - 2004
Way Engineering Service Ltd.  1996 - 2001

Education
Jones Graduate School of Business, Rice University
MBA, Finance

Washington and Lee University
BA, Journalism

Emily K. (Emily T. Kimball) Chopra Emily K. (Emily T. Kimball) Chopra San Francisco Bay Area Details
Emily K. (Emily T. Kimball) Chopra's Morgan Stanley Private Wealth Management Experience 2005 - Present
Job Vice President, Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   2005 - Present

Education
Lunds universitet   2001 — 2002
International Environmental Business Economics

University of California, Santa Cruz   1998 — 2001
BA of Business Economics & BA of Environmental Science

The Urban School   1994 — 1998

Holly Burrall Holly Burrall Camp Hill, Pennsylvania Details
Holly Burrall's Morgan Stanley Private Wealth Management Experience September 2010 - Present
Job Client Service Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   September 2010 - Present
Pennsylvania State Police  September 2010 - May 2012

Skills
Customer Service, PowerPoint, Outlook, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Public Speaking, Leadership, Marketing, Event Planning, Sales, Banking, Analysis, Financial Analysis, Team Building, Social Media

Education
Penn State University   1998 — 2003

Mark Wrightington Mark Wrightington Greater New York City Area Details
Mark Wrightington's Morgan Stanley Private Wealth Management Experience June 2009 - Present
Job Sr. Business Analyst / Project Manager
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   June 2009 - Present
Various Non Profit Organizations  2000 - Present
Boy Scouts of America  2011 - 2015
Boy Scouts of America  2011 - 2015
Smith Barney  July 2001 - June 2009
UBS Wealth Management  1987 - 2001
Thomson McKinnon Securities  1986 - 1987
Mellon Financial Services Corp   1980 - 1986

Skills
Requirements Gathering, Requirements Analysis, Business Requirements, Project Management, Project Portfolio..., Program Management, SDLC, Financial Services, PMO, Visio, Management, IT Strategy, Process Improvement, Software Project..., Analysis, Banking, Integration, Mainframe, Business Process..., User Acceptance Testing, Analytics, Capital Markets, Business Process..., Change Management, Leadership, Disaster Recovery, Access, COBOL, SharePoint, IT Management, Project Delivery, SQL, Outsourcing, Governance, Product Management, CRM, Business Intelligence, PMP, Systems Analysis, Enterprise Architecture, Resource Management, Business Analysis, Vendor Management, Equities, Fixed Income, Risk Management, Strategic Planning

Education
Rowan University   1977 — 1980
Political Science, Criminal Justice

Rowan University   1977 — 1980
Political Science and Government

Ellie Shon Ellie Shon Greater Los Angeles Area Details
Ellie Shon's Morgan Stanley Private Wealth Management Experience November 2007 - Present
Job
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   November 2007 - Present
East West Bank  July 2006 - October 2007
Harvard Project for Asian and International Relations (HPAIR)   2007 - 2007
World Trade Organization  July 2005 - August 2005

Skills
Investments, Valuation, Portfolio Management, Asset Management, Equities, Private Equity, Hedge Funds, Series 7, Bloomberg, Securities, Fixed Income

Education
University of Southern California   2002 — 2006

Institut Universitaire de Hautes Études Internationales Genevé   2005 — 2005

King's College London, U. of London   2005 — 2005

Jennifer Roosth Jennifer Roosth Houston, Texas Area Details
Jennifer Roosth's Morgan Stanley Private Wealth Management Experience 2012 - Present
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   2012 - Present
The Society Diaries, www.thesocietydiaries.com   2009 - Present

Skills
Journalism, Social Media, Publishing, Copywriting, Online Journalism, Feature Articles, Public Relations, Spanish, Social Media Marketing, Research, Media Relations, Public Speaking

Education
Peking University

The London School of Economics and Political Science
Hansard Scholar

Princeton University   1998 — 2002
Bachelor's degree, Cultural Anthropology

The Kinkaid School

Alan Klibanoff Alan Klibanoff Phoenix, Arizona Area Details
Alan Klibanoff's Morgan Stanley Private Wealth Management Experience July 2012 - Present
Job Senior Vice President at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  July 2012 - Present
Morgan Stanley Private Wealth Management   July 2012 - Present
Citi  March 2006 - July 2012
JPMorgan Chase  June 1995 - April 2006
Valley National Bank of Arizona  1988 - 1992

Education
University of Phoenix   1986 — 1988
MBA, Business

University of Arizona   1982 — 1985
BS, Psychology

Pepperdine University   1980 — 1981
science

Pepperdine University   1980 — 1981
Baseball

Alan Vorwald Alan Vorwald Greater Los Angeles Area Details
Alan Vorwald's Morgan Stanley Private Wealth Management Experience June 2015 - Present
Job Executive Director at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   June 2015 - Present
Barclays  May 2010 - June 2015
HSBC Private Bank  April 2005 - May 2010
Credit Suisse  1999 - 2005
Marakon  1996 - 1998
Marakon Associates  1996 - 1998

Education
Northwestern University - Kellogg School of Management   1994 — 1996
MM, Economics

University of Iowa   1983 — 1987
B.A., History

Nadia Guirand-Jean Nadia Guirand-Jean Greater New York City Area Details
Nadia Guirand-Jean's Morgan Stanley Private Wealth Management Experience December 2011 - Present
Job Account Manager at Morgan Stanley Private Wealth Management
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management   December 2011 - Present
JP Morgan  November 2010 - December 2011
Laurus Capital Management  August 2009 - April 2010
RSM McGladrey  June 2006 - July 2009
Condon O'Meara McGinty & Donnelly LLP   November 2002 - June 2006

Skills
Fund Accounting, Hedge Funds, Auditing, Internal Controls, Bloomberg, Accounting, Investments, Financial Services, Account Reconciliation, Financial Statements, Valuation, Financial Analysis, Financial Reporting, Private Equity

Education
Mercy College   1999 — 2002
BA, Public Accountant

Meverette Smith Meverette Smith Greater New York City Area Details
Meverette Smith's Morgan Stanley Private Wealth Management Experience May 2002 - February 2009
Job Senior Wealth Strategy Associate at UBS
Industry Financial Services
Experience
UBS Private Wealth Management  February 2009 - Present
Morgan Stanley Private Wealth Management   May 2002 - February 2009

Skills
Series 7, Series 63, Uniform Combined State..., Wealth Management, Alternative Investments, Asset Allocation, Equities, Portfolio Management, Asset Management, High Net Worth..., Trading, Financial Services, Wealth Management..., Mutual Funds, Securities, Investments, Financial Advisory, Retirement Planning, Fixed Income, Hedge Funds, Investment Strategies, Capital Markets, Investment Advisory, ETFs, Private Equity, Relationship Management

Education
Fordham University   1993 — 1997
BA, Theater

Montgomery Blair

Luc Cojocaru Luc Cojocaru New York, New York Details
Luc Cojocaru's Morgan Stanley Private Wealth Management Experience November 2004 - April 2005
Job Global Equity Derivative Ops at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  March 2015 - Present
Credit Suisse  January 2015 - March 2015
John Hancock Financial Services  June 2014 - October 2014
Commonwealth Bank  December 2010 - March 2014
Numerix  May 2008 - November 2010
International Fund Services (NA) LLC, A State Street Company   September 2007 - October 2007
Imagine Software  June 2005 - June 2007
United States Marine Corps  May 1999 - May 2005
Morgan Stanley Private Wealth Management   November 2004 - April 2005

Skills
Stocks, SPSS, Penmanship, Teaching, ServSafe, Bonds, Swaps, Capital Markets, Derivatives, Fixed Income, Risk Management, Equity Derivatives, Investments, Options, Financial Markets, Financial Modeling, Trading, Equities, Portfolio Management

Education
Saint Thomas Aquinas College   1998 — 2004
Bachelor of Science (B.S.), Finance, General

Pace University   2003 — 2003
Mathematics

Robert L. DiBuono III Robert L. DiBuono III Greater New York City Area Details
Robert L. DiBuono III's Morgan Stanley Private Wealth Management Experience January 2005 - July 2006
Job Entrepreneur
Industry Computer Software
Experience
Quo - Nightlife Discovery App   April 2014 - Present
Gester Technologies, LLC   March 2014 - Present
International Snack Bar Company   January 2001 - Present
Morgan Stanley Private Wealth Management   January 2005 - July 2006
Emerson Bennett & Associates   October 2000 - July 2001

Skills
Customer Service, Management, Microsoft Office, Strategic Planning, Sales, Marketing Strategy, Marketing, New Business Development, Sales Management, Microsoft Excel, Team Building, Social Media, Negotiation, Leadership, Project Management, Business Strategy, Budgets, Public Speaking, Microsoft Word, Event Planning

Education
Iona College   1998 — 2002
Finance, General

Chris D'Ambrosio Chris D'Ambrosio Greater Boston Area Details
Chris D'Ambrosio's Morgan Stanley Private Wealth Management Experience March 2010 - Present
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   March 2010 - Present
Janney Montgomery Scott  August 2008 - June 2009
Stanford Financial  May 2007 - May 2008
Moors & Cabot  October 1993 - May 2007

Skills
Series 7, Equity Trading, Technical Analysis, CMT Level 2, CMT Level 1, Investments, Trading, Proprietary Trading, Community Bank and..., Series 24, Series 55

Education
Merrimack College   1985 — 1989

Tara Keefe Tara Keefe Greater New York City Area Details
Tara Keefe's Morgan Stanley Private Wealth Management Experience March 2007 - Present
Job Portfolio Associate and Banking and Lending Coach
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   March 2007 - Present
NCO2 Incorporated - Clothing Apparel Co   November 2005 - March 2007
Tri-Coastal Design  February 2005 - September 2005
Purcell, Krug, & Haller -Attorney's at Law   December 2003 - December 2004

Skills
Series 7, FINRA, Securities, Equities, Mutual Funds, Series 63, Wealth Management, Sales, Investments, Alternative Investments

Education
Penn State University   1999 — 2003
B.A., Broadcast Journalism, H.D.F.S

Albert Chun Albert Chun San Francisco, California Details
Albert Chun's Morgan Stanley Private Wealth Management Experience February 2010 - June 2010
Job Transaction Services Associate
Industry Financial Services
Experience
PwC  September 2015 - Present
Deloitte  June 2014 - July 2014
US Army  August 2010 - May 2012
Morgan Stanley Private Wealth Management   February 2010 - June 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Research, Windows, Outlook, Photoshop, HTML

Education
The University of Texas at Austin - Red McCombs School of Business   2014 — 2015
The Master in Professional Accounting, Accounting

New York University   2008 — 2014
Bachelor of Arts (B.A.), Economics

Culver Acadmies   2005 — 2008

Christopher Toomey Christopher Toomey Greater New York City Area Details
Christopher Toomey's Morgan Stanley Private Wealth Management Experience January 2014 - Present
Job Senior Vice President at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management   January 2014 - Present
Morgan Stanley Wealth Management  January 2013 - Present
Morgan Stanley  May 2008 - December 2012
Lehman Brothers  August 1998 - May 2008

Skills
Portfolio Management, Analysis, Problem Solving, Investment Strategies, Asset Allocation, Asset Management, Equities, Hedge Funds

Education
Hamilton College   1994 — 1997
Bachelor of Arts (BA), English Language and Literature/Letters

Dean Cimino Dean Cimino Greater Philadelphia Area Details
Dean Cimino's Morgan Stanley Private Wealth Management Experience 1983 - 2015
Job CFP, SVP, Wealth Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   1983 - 2015

Skills
Accounting, Alternative Investments, Asset Allocation, Asset Management, Equities, Estate Planning, Finance, Financial Analysis, Financial Reporting, Fixed Income, Insurance, Investment Advisory, Leadership, Mutual Funds, Portfolio Management, Sales, Investment Strategies, Investments, Management, Retirement, Retirement Planning, Risk Management, Securities, Series 63, Series 7

Education
La Salle University - School of Business Administration   1979 — 1981
MBA, Finance

Ally Abubakar Ally Abubakar Greater New York City Area Details
Ally Abubakar's Morgan Stanley Private Wealth Management Experience June 2014 - Present
Job AML Analyst
Industry Banking
Experience
Morgan Stanley Private Wealth Management   June 2014 - Present
Sumitomo Mitsui Banking Corporation  August 2012 - June 2014
Abercrombie & Fitch  January 2012 - July 2012
Hewlett-Packard  April 2011 - December 2011

Skills
Windows, Linux, Microsoft Excel, PowerPoint, Microsoft Word, Operating Systems, OFAC, RCD, Lotus Notes, Prism, Data Analysis, Risk Management, Accounting, AML, Business Analysis, Financial Analysis, Operational Risk, Analysis, System Administration, Project Management, Computer Hardware, Banking, Securities, USA PATRIOT Act, Financial Risk, Access, Anti Money Laundering

Education
Hunter Business School   2012 — 2013
Bachelor's degree, Economics

Houston Community College   2009 — 2011
Associate of Arts (A.A.), Economics

Tanay Makim Tanay Makim Greater New York City Area Details
Tanay Makim's Morgan Stanley Private Wealth Management Experience July 2013 - November 2013
Job Insurance Analyst at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Henkel  October 2014 - April 2015
Digital Pyramid Media   April 2011 - July 2014
Stentys   January 2014 - March 2014
Morgan Stanley Private Wealth Management   July 2013 - November 2013
Heart Juice   December 2011 - August 2012
PNC Capital Services   January 2011 - September 2011
Rutgers University  January 2009 - August 2010

Skills
MS Office Suite, Visual Basic, Adobe Photodeluxe, HTML, Customer Service, Financial Reporting, Business Planning, Spreadsheets, Excel, Corporate Finance, Futures, Options Strategies, Business Strategy, Asset Allocation, Portfolio Optimization, Portfolio Management, Risk Management, Interest Rate Swaps, Interest Rate Risk..., Microsoft Excel, Microsoft Office, Start-ups, Nonprofits, Regression Testing, Regression Analysis, Financial Modeling, Finance, Leadership, Accounting, Management, Entrepreneurship, Training, PowerPoint

Education
Rutgers State University, Business School   2010 — 2012
Bachelor of Science, Finance

Middlesex County College   2008 — 2010
2010 Associate Degree, Business Management

Scott C. Wilson Scott C. Wilson Greater New York City Area Details
Scott C. Wilson's Morgan Stanley Private Wealth Management Experience January 2009 - Present
Job Managing Director, Private Wealth Advisor at Morgan Stanley Private Wealth Management
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management   January 2009 - Present
Citi Family Office   January 2001 - January 2009
Salomon Smith Barney  1994 - 2001
Bankers Trust Company  1973 - 1976

Skills
Alternative Investments, Insurance, Finance, Portfolio Management, Financial Advisory, Wealth Management, Investment Banking, Private Equity, Series 7, Hedge Funds, Estate Planning

Education
Harvard Business School   1976 — 1978
MBA

University of Pennsylvania - The Wharton School   1969 — 1973
BS

Aaron Price, CFA Aaron Price, CFA San Francisco Bay Area Details
Aaron Price, CFA's Morgan Stanley Private Wealth Management Experience January 2009 - March 2012
Job Vice President at Deutsche Bank
Industry Financial Services
Experience
NAS Properties   July 2013 - Present
Deutsche Bank  March 2012 - Present
Morgan Stanley Private Wealth Management   January 2009 - March 2012
Morgan Stanley  January 2007 - January 2009
Morgan Stanley  January 2006 - January 2007

Skills
Division I Ice Hockey..., Series 7, Equities, Asset Allocation, Financial Markets, Trading, Wealth Management, Excel, Portfolio Management, Private Banking, Finance, Hedge Funds, Capital Markets, Valuation, Financial Modeling, Investments, Alternative Investments

Education
Miami University   2000 — 2005
B.S., HR & International Business

Miami University   2000 — 2005
B.A., Psychology

Regent's College - London, England   2002 — 2002
Study Abroad Program, International Business

Culver Military Academy   1997 — 2000
Diploma, General Studies

Frank D. Pellicori Frank D. Pellicori Greater Chicago Area Details
Frank D. Pellicori's Morgan Stanley Private Wealth Management Experience June 2009 - November 2011
Job Senior Vice President at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management  November 2011 - Present
Morgan Stanley Private Wealth Management   June 2009 - November 2011
Green Street Capital LLC   May 2006 - August 2008
Morgan Stanley Private Wealth Management   May 2000 - May 2006

Education
The London School of Economics and Political Science (LSE)   2008 — 2009
MSc, Development Studies

Northwestern University - Kellogg School of Management   2003 — 2006
MBA

University of Illinois at Urbana-Champaign   1996 — 2000
BS, Finance

Benjamin Meyers Benjamin Meyers Clifton, New Jersey Details
Benjamin Meyers's Morgan Stanley Private Wealth Management Experience June 2003 - Present
Job AVP at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management   June 2003 - Present

Skills
Cash Management, Fixed Income Analysis, Fixed Income Portfolio..., Fixed Income Strategies, FX Hedging

Education
Council Rock

Penn State University
Bachelor of Science (BS), Finance

Michael LaRusso Michael LaRusso Bayside, New York Details
Michael LaRusso's Morgan Stanley Private Wealth Management Experience January 2008 - May 2008
Job Investigative Analyst at New York County District Attorney's Office
Industry Law Enforcement
Experience
New York County District Attorney's Office  August 2011 - Present
New York County District Attorney's Office  May 2008 - August 2011
Morgan Stanley Private Wealth Management   January 2008 - May 2008

Skills
Criminal Law, Criminal Investigations, Internal Investigations, Enforcement, Criminal Justice, Evidence, Private Investigations, Fraud, Lexis, Trials, Legal Research, Westlaw, Investigation, Courts, Interrogation, Legal Writing, Bank Secrecy Act, ISEE, STOP, PowerPoint, Microsoft Excel, Outlook

Education
Manhattanville College   2004 — 2008
Bachelor of Arts (BA), Business Administration and Management, General

Randy Bruns, CFA Randy Bruns, CFA Chicago, Illinois Details
Randy Bruns, CFA's Morgan Stanley Private Wealth Management Experience October 2008 - November 2011
Job Senior Wealth Strategy Associate at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management  November 2011 - Present
Morgan Stanley Private Wealth Management   October 2008 - November 2011
Merrill Lynch  July 2007 - July 2008
UBS  March 2006 - July 2007

Education
Miami University   2001 — 2005
Bachelor of Science (B.S.), Finance

Ringo Lu Ringo Lu Greater New York City Area Details
Ringo Lu's Morgan Stanley Private Wealth Management Experience June 2012 - August 2012
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   November 2012 - Present
Morgan Stanley Private Wealth Management   June 2012 - August 2012
Abrams Media  May 2011 - August 2011

Skills
Microsoft Office, Bloomberg Terminal, Stata, Matlab, Thompson One, Management

Education
New York University   2009 — 2013
Bachelor's Degree, Economics and Mathematics

William McNaught William McNaught Hoboken, New Jersey Details
William McNaught's Morgan Stanley Private Wealth Management Experience June 2015 - Present
Job Senior Vice President at Morgan Stanley Private Wealth Management
Industry Investment Management
Experience
Morgan Stanley Private Wealth Management   June 2015 - Present
Chilton Private Clients   January 2012 - June 2015
Morgan Stanley  June 1999 - January 2012

Education
Loughborough University   1996 — 1999
Bachelor of Science (B.Sc.), Economics

Highfields, Matlock

Regina Pellegrino Regina Pellegrino New York, New York Details
Regina Pellegrino's Morgan Stanley Private Wealth Management Experience April 2011 - September 2011
Job Senior Specialist at New York Life Insurance Company
Industry Insurance
Experience
New York Life Insurance Company  October 2011 - Present
Morgan Stanley Private Wealth Management   April 2011 - September 2011
Alliance Bernstein  October 2006 - October 2008
Morgan Stanley  August 2004 - September 2006
Greenwich Associates  January 2002 - August 2004

Skills
Management, Project Planning, Business Analysis, Talent Management, Project Management, Team Management, Team Building, Leadership, Financial Services, Team Leadership, Insurance, Business Process, Cross-functional Team..., Analysis

Education
Iona College   2005 — 2008
Master of Business Administration (MBA), Management and Marketing

Iona College   1997 — 2001
Bachelor of Business Administration (BBA), Information Technology - Cum Laude

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