Morgan Stanley Private Wealth Management
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Morgan Stanley Private Wealth Management Employees
Morgan Stanley Private Wealth Management October 2014 - Present
Wells Fargo Advisors October 2012 - June 2014
Insight Global August 2010 - October 2011
Education
University of North Carolina at Chapel Hill 2006 — 2010
Bachelor of Arts (B.A.), American History (United States)
PwC July 2015 - Present
Deloitte June 2013 - Present
University of Notre Dame January 2012 - Present
University of Notre Dame August 2010 - Present
Morgan Stanley Private Wealth Management May 2011 - August 2011
Skills
Fluent in Spanish, Microsoft Office, Financial Analysis, Statistics, Access, Analysis, Data Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Social Media, Spanish
Education
University of Notre Dame 2014 — 2015
MSA, Accounting
University of Notre Dame 2010 — 2014
Morgan Stanley Private Wealth Management November 2006 - Present
Lehman Brothers February 1995 - November 2006
Merrill Lynch September 1992 - February 1995
Education
University of Miami - School of Business
Bachelor of Arts (B.A.), Business Administration and Management, General
Westwood Christian
Merrill Lynch July 2013 - Present
Merrill Lynch July 2012 - Present
Bank of America June 2010 - September 2012
Morgan Stanley Private Wealth Management October 2008 - May 2010
Skills
Financial Modeling, Financial Analysis, Equity Derivatives, Derivatives, Structured Products, Structured Finance, Capital Markets, Credit Derivatives, Structured Commodity..., Business Analysis, Series 7, Series 66, Series 79, Presentation Design, Written & Oral..., Data Analysis, Microsoft Excel, Strategic Planning, Banking, Credit Analysis, PowerPoint, Business Writing, Finance
Education
University of North Carolina at Chapel Hill
Bachelor of Science (B.S.), Business Administration
GSD&M May 2015 - August 2015
Morgan Stanley Private Wealth Management June 2014 - August 2014
PGA TOUR June 2013 - August 2013
GlobalJax June 2011 - July 2011
Skills
Microsoft Office, PowerPoint, Writing, Social Media, Social Networking, Public Speaking, Digital Marketing, Microsoft Excel, Leadership, Teamwork, Microsoft Word, Customer Service, Research, Event Management, Management, Strategy
Education
University of North Carolina at Chapel Hill 2013 — 2015
Bachelor of Arts (B.A.), Economics
UBS Private Wealth Management October 2008 - Present
Morgan Stanley Private Wealth Management July 1998 - October 2008
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BS, Economics
Freehold Boro HS
Freehold Boro HS
Morgan Stanley Private Wealth Management July 2013 - Present
Morgan Stanley Wealth Management June 2012 - June 2013
University of San Diego May 2012 - September 2012
University of San Diego June 2012 - August 2012
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Teamwork, Outlook, Windows
Education
University of San Diego 2009 — 2013
BBA, Business/Managerial Economics
Morgan Stanley Private Wealth Management March 2015 - Present
Shadow PR August 2013 - Present
Neuberger Berman June 2012 - August 2012
Chilton Investment Company July 2010 - August 2010
Teen Vogue June 2010 - August 2010
Skills
Social Media, Facebook, Microsoft Office, PowerPoint, Blogging, Microsoft Excel, Social Media Marketing, Event Planning, Public Relations, Microsoft Word, Press Releases, Social Networking
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor's degree, UNC School of Journalism
Episcopal High School 2006 — 2009
Wells Fargo Advisors June 2012 - Present
Wells Fargo Advisors March 2005 - May 2012
Wells Fargo Advisors January 2001 - March 2005
Morgan Stanley Private Wealth Management June 1999 - January 2001
Skills
Series 7, series 9/10, MBA, Risk Management, Market Risk, Margin Analysis, project management, Training & Development, Customer Service, Microsoft Office, Thomson One, Brokerage, SEC compliance
Education
University Jean-Moulin, France 2011 — 2011
Semester abroad, International business
Carlson School of Management 2007 — 2011
MBA, business
Morgan Stanley Private Wealth Management 2011 - Present
UBS Financial Services Inc. 2009 - 2011
SunTrust Robinson Humphrey 2007 - 2009
The Vanguard Group 2006 - 2007
Education
University of Pittsburgh 2002 — 2006
BSBA, Marketing
Morgan Stanley Private Wealth Management June 2015 - July 2015
Johns Hopkins University June 2012 - August 2014
Dentistry for Kids December 2011 - August 2014
The Park School of Baltimore April 2014 - June 2014
Camp Milldale June 2010 - August 2011
Skills
Public Speaking, PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Leadership, Team Leadership, Writing
Education
University of Miami - School of Business 2014 — 2018
Park School of Baltimore 2000 — 2014
GED, High School
musx 2011 - Present
Morgan Stanley Private Wealth Management August 2008 - July 2011
Cambridge Mercantile 2007 - 2007
Skills
Marketing Strategy, Advertising Sales, Social Media, New Business Development, Advertising, Sales, Marketing, Event Planning, Entrepreneurship, Brand Development, Business Strategy, Strategic Planning, Event Management, Microsoft Office, Social Networking, Competitive Analysis, Social Media Marketing, Public Speaking, Business Development, Market Research, Public Relations, PowerPoint, Start-ups, Marketing Communications
Education
University of North Carolina at Chapel Hill 2005 — 2008
BA, Economics, History
Gonzaga College High School 2000 — 2004
The Walt Disney Studios December 2013 - Present
The Walt Disney Studios June 2012 - August 2012
Cinetic Media January 2012 - May 2012
Morgan Stanley Private Wealth Management June 2007 - June 2011
Government Development Bank for Puerto Rico June 2006 - August 2006
Skills
Economics, Analysis, Sales, Microsoft Office, Research, Accounting, Finance, Analytics, Corporate Finance, Investments, Digital Media
Education
New York University - Leonard N. Stern School of Business 2011 — 2013
MBA, Media, Entertainment & Technology
University of Pennsylvania - The Wharton School 2003 — 2007
BS, Finance and Marketing
GK Development, Inc. & Resource Royalty LLC. 2012 - Present
Cobalt Capital 2011 - 2012
Morgan Stanley Private Wealth Management 2010 - 2011
CNL 2006 - 2010
CNL 2004 - 2006
The Caretakers, Inc 1999 - 2004
AT&T 1996 - 1999
Chili's 1994 - 1996
Skills
License: Series 7, 22,..., Financial Modeling, Investments, Due Diligence, Finance
Education
University of Mississippi 1990 — 1994
Bachelor's degree, Business Administration and Management, General
RBC Wealth Management January 1998 - Present
Morgan Stanley Private Wealth Management June 1993 - December 1997
Education
Michigan State University 2007 — 2007
Accredited Wealth Manager, Estate and Wealth Strategies Institute
University of Minnesota-Twin Cities 1982 — 1988
Bachelor of Arts (BA), Economics
Morgan Stanley Private Wealth Management May 2011 - Present
HighTower March 2010 - May 2011
Morgan Stanley Smith Barney November 2005 - March 2010
Nordstrom September 1977 - March 1992
Education
University of Puget Sound 1975 — 1978
Bachelor of Arts, Business Administration
Morgan Stanley Private Wealth Management October 2014 - Present
Greenwich Youth Lacrosse February 2014 - Present
Medley Capital June 2013 - September 2014
ideeli May 2012 - August 2012
CB Richard Ellis June 2011 - August 2011
Education
University of Notre Dame 2009 — 2013
Finance, Computer Applications
United Talent Agency August 2015 - Present
ETC - Entertainment Technology Center @ USC November 2014 - May 2015
United Talent Agency September 2013 - August 2014
Universal Pictures September 2012 - December 2012
Morgan Stanley Private Wealth Management July 2012 - August 2012
Active Ride Shop November 2011 - January 2012
Mandalay Pictures June 2011 - August 2011
The CW Network June 2010 - August 2010
Skills
Entertainment Industry, Microsoft Word, Creative Writing, Film, Script Coverage, Feature Films, Film Production, Event Planning, Social Networking, Television
Education
University of Southern California 2012 — 2015
Bachelor of Business Administration (B.B.A.), Cinematic Arts
Brentwood School 2007 — 2011
Morgan Stanley Private Wealth Management June 2014 - Present
Oando Plc July 2013 - August 2013
Edgewood Management May 2012 - June 2012
Financial Times May 2011 - June 2011
Skills
PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Research
Education
University of Richmond 2010 — 2014
Brunswick School 2002 — 2010
Morgan Stanley Private Wealth Management June 2015 - Present
Vemma March 2013 - September 2014
Massimo's Pizza Club May 2012 - August 2012
HGI- Mellow Mushroom HQ March 2011 - August 2011
Skills
Microsoft Word, PowerPoint, Social Networking, Microsoft Excel, Event Planning, Facebook, Social Media, Customer Service, OS X, Spanish, Team Leadership, Microsoft Office, Public Speaking, Leadership, Market Research, Time Management, Marketing, Proficient on Mac & PC..., Finance, Financial Accounting, Accounting, Sports, Financial Analysis, Marketing Research, Organizational..., Strategy, Online Advertising, Online Marketing, Mentoring, Sales
Education
University of Miami - School of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance, Marketing, and Entrepreneurship, Senior
American Heritage Boca Delray 2007 — 2011
High School Diploma
Feedit Inc. February 2014 - Present
Morgan Stanley Private Wealth Management June 2015 - August 2015
Forage Thrift September 2013 - October 2014
Morgan Stanley Private Wealth Management June 2014 - August 2014
Forage Thrift September 2013 - January 2014
Skills
Finance, Entrepreneurship, Leadership, Start-ups, Business Strategy, Management Consulting, Business Planning, Business Development, Small Business, Management, Business, Strategic Planning, Market Research, New Business Development, Consulting, Training, Competitive Analysis, Financial Analysis, Analytics
Education
University of Southern California 2013 — 2017
BS, Business Administration and Management, General
Wolfe Research, LLC July 2015 - Present
University of Richmond Student Activities Desk September 2013 - Present
Edgewood Management May 2015 - June 2015
Morgan Stanley Private Wealth Management May 2014 - August 2014
Makerbot Industries June 2013 - August 2013
Skills
Public Speaking, PowerPoint, Leadership, Interpersonal Skill, Microsoft Word, Critical Thinking, Finance, Economics, Spanish, Access, Data Analysis, Analysis, Customer Service, Microsoft Excel, Investments
Education
University of Richmond 2012 — 2016
Bachelor of Science in Business Administration (BSBA), Finance
Rye High School 2008 — 2012
Barclays June 2015 - Present
Morgan Stanley Private Wealth Management June 2014 - August 2014
KGM Consulting September 2011 - July 2013
Skills
Public Speaking, Social Media, Microsoft Office, Microsoft Word, PowerPoint, Marketing, Leadership, Management, Team Leadership, Microsoft Excel, Customer Service, Social Networking
Education
University of New Hampshire 2012 — 2016
USC Investment Office September 2014 - December 2014
Morgan Stanley Private Wealth Management May 2014 - July 2014
UBS Wealth Management January 2013 - March 2013
Safra Asset Management May 2012 - July 2012
Education
University of Southern California 2011 — 2015
BS, Business Administration
University of Southern California - Marshall School of Business 2011 — 2015
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Morgan Stanley Private Wealth Management May 2002 - Present
Education
University of Colorado 2002 — 2005
Master's degree, Finance
University of Pennsylvania - The Wharton School 1990 — 1994
Morgan Stanley Private Wealth Management August 2010 - Present
Morgan Stanley Investment Management 2004 - 2007
Goldman Sachs 1999 - 2004
Education
University of Southern California 1988 — 1991
Bachelor of Arts (B.A.), Communications
ForeFront, Inc. March 2015 - Present
Bäro August 2014 - March 2015
Morgan Stanley Private Wealth Management June 2014 - August 2014
Tijon Fragrance Lab & Boutique June 2014 - August 2014
Junta de Andalucía August 2013 - May 2014
Halo Business Intelligence June 2012 - August 2013
University of Southern California August 2009 - May 2013
Salo Swim Camp June 2010 - June 2012
Skills
Social Media, Social Media Marketing, Market Research, Research, Marketing Research, Event Planning, PowerPoint, Microsoft Office, Public Relations, Spanish, Marketing, Facebook, Social Networking, Advertising, Microsoft Excel, Blogging, English, Customer Service, Salesforce.com, Salesforce.com...
Education
University of Southern California 2009 — 2013
International Relations Global Business, International Business, Senior
Brown Brothers Harriman August 2015 - Present
Morgan Stanley Private Wealth Management January 2015 - July 2015
Morgan Stanley Private Wealth Management July 2010 - January 2015
Education
University of Pennsylvania 2006 — 2010
PNC February 2015 - Present
Morgan Stanley Private Wealth Management October 2014 - February 2015
LCV Capital Management, LLC March 2011 - September 2014
Tubmill Creek Farms August 2009 - March 2011
Allegheny County Air Quality Task Force 2008 - 2009
Marcus & Shapira June 2008 - August 2008
Orbital Engineering, Inc. May 2007 - August 2007
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates March 2004 - July 2006
Education
University of Pittsburgh School of Law 2006 — 2009
J.D.
University of Pittsburgh 2000 — 2003
B.A., Political Science, Psychology
Morgan Stanley Private Wealth Management December 2014 - Present
Skills
Valuation, Fixed Income, Equities, Bloomberg, Financial Modeling, Algorithm Design, Statistical Modeling, Portfolio Management, IRAs, 401k, Technical Analysis, Equity Valuation, Hedge Funds
Education
University of Notre Dame
Bachelor of Science (BS), Finance
University of Notre Dame - Mendoza College of Business
Bachelor of Science (B.S.), Finance
Morgan Stanley Private Wealth Management August 2013 - Present
Intercam Grupo Financiero June 2012 - August 2012
BCP Securities June 2011 - August 2011
Skills
Financial Analysis, Customer Service, Banking, Microsoft Excel, Management, Strategic Planning, Risk Management, Business Analysis, Microsoft Office, Project Management, Business Strategy, Investments, Logic Pro, Traktor
Education
University of North Carolina at Chapel Hill 2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General