Morgan Stanley Private Wealth Management

Morgan Stanley Private Wealth Management List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley Private Wealth Management. You can filter them based on skills, years of employment, job, education, department, and prior employment.

Morgan Stanley Private Wealth Management Salaries. You can even request information on how much does Morgan Stanley Private Wealth Management pay if you want to. Learn about salaries, pros and cons of working for Morgan Stanley Private Wealth Management directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

483 Morgan Stanley Private Wealth Management employees in database. Find out everything there's to know about Morgan Stanley Private Wealth Management employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

Morgan Stanley Private Wealth Management Employees

Employee
Years
Job
Industry
John Kerns John Kerns Houston, Texas Details
John Kerns's Morgan Stanley Private Wealth Management Experience October 2014 - Present
Job Financial Advisor at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
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)

Brian Carrion Brian Carrion Houston, Texas Area Details
Brian Carrion's Morgan Stanley Private Wealth Management Experience May 2011 - August 2011
Job PwC International Tax
Industry Accounting
Experience
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

Teodoro Bueres Teodoro Bueres Miami/Fort Lauderdale Area Details
Teodoro Bueres's Morgan Stanley Private Wealth Management Experience November 2006 - Present
Job Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
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

Erin Osborne Erin Osborne New York, New York Details
Erin Osborne's Morgan Stanley Private Wealth Management Experience October 2008 - May 2010
Job AVP Structured Products Origination at Merrill Lynch
Industry Banking
Experience
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

Kate Hurlburt Kate Hurlburt Ponte Vedra Beach, Florida Details
Kate Hurlburt's Morgan Stanley Private Wealth Management Experience June 2014 - August 2014
Job Senior at The University of North Carolina at Chapel Hill
Industry Marketing and Advertising
Experience
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

Bryan S. Romano, CFA Bryan S. Romano, CFA Greater New York City Area Details
Bryan S. Romano, CFA's Morgan Stanley Private Wealth Management Experience July 1998 - October 2008
Job Senior Wealth Strategy Associate at UBS Private Wealth Management
Industry Financial Services
Experience
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

Brett Signaigo Brett Signaigo Encinitas, California Details
Brett Signaigo's Morgan Stanley Private Wealth Management Experience July 2013 - Present
Job Wealth Adviser Associate at Morgan Stanley Private Wealth Management
Industry
Experience
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

Caroline Williamson Caroline Williamson New York, New York Details
Caroline Williamson's Morgan Stanley Private Wealth Management Experience March 2015 - Present
Job Client Services Associate at Morgan Stanley Private Wealth Management
Industry
Experience
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

Jeremy Erickson Jeremy Erickson Saint Louis, Missouri Details
Jeremy Erickson's Morgan Stanley Private Wealth Management Experience June 1999 - January 2001
Job Risk Officer at Wells Fargo Advisors
Industry Financial Services
Experience
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

Laura Hsiao Laura Hsiao Greater Atlanta Area Details
Laura Hsiao's Morgan Stanley Private Wealth Management Experience 2011 - Present
Job Senior Registered Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
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

AJ Kohn AJ Kohn Lutherville Timonium, Maryland Details
AJ Kohn's Morgan Stanley Private Wealth Management Experience June 2015 - July 2015
Job Intern at Morgan Stanley
Industry
Experience
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

John Reardon John Reardon Washington D.C. Metro Area Details
John Reardon's Morgan Stanley Private Wealth Management Experience August 2008 - July 2011
Job Cofounder at musx
Industry Online Media
Experience
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

Margarita Ramos Vidal Margarita Ramos Vidal Greater Los Angeles Area Details
Margarita Ramos Vidal's Morgan Stanley Private Wealth Management Experience June 2007 - June 2011
Job Senior Financial Analyst at The Walt Disney Studios
Industry Entertainment
Experience
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

Flanker Legler Flanker Legler Orlando, Florida Area Details
Flanker Legler's Morgan Stanley Private Wealth Management Experience 2010 - 2011
Job Regional VP at GK Development, Inc.
Industry Financial Services
Experience
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

Joseph H. Murphy, AWM Joseph H. Murphy, AWM Madison, Wisconsin Area Details
Joseph H. Murphy, AWM's Morgan Stanley Private Wealth Management Experience June 1993 - December 1997
Job Vice President – Financial Advisor, Accredited Wealth Manager at RBC Wealth Management
Industry Financial Services
Experience
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

Sharon St James Sharon St James Menlo Park, California Details
Sharon St James's Morgan Stanley Private Wealth Management Experience May 2011 - Present
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
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

Betsy Mastropieri Betsy Mastropieri New York, New York Details
Betsy Mastropieri's Morgan Stanley Private Wealth Management Experience October 2014 - Present
Job Client Service Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
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

Erick Mendoza Erick Mendoza Inglewood, California Details
Erick Mendoza's Morgan Stanley Private Wealth Management Experience July 2012 - August 2012
Job Agent Trainee at United Talent Agency
Industry Entertainment
Experience
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

Adrian Sheppe Adrian Sheppe New York, New York Details
Adrian Sheppe's Morgan Stanley Private Wealth Management Experience June 2014 - Present
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
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

Jordan Koeppel Jordan Koeppel White Plains, New York Details
Jordan Koeppel's Morgan Stanley Private Wealth Management Experience June 2015 - Present
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
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

Ethan Mezrahi Ethan Mezrahi Rancho Mirage, California Details
Ethan Mezrahi's Morgan Stanley Private Wealth Management Experience June 2015 - August 2015
Job CoFounder and VP of Feedit inc.
Industry Financial Services
Experience
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

Gregory Stern Gregory Stern Rye, New York Details
Gregory Stern's Morgan Stanley Private Wealth Management Experience May 2014 - August 2014
Job Investment Banking Summer Analyst at Wolfe Research, LLC
Industry Financial Services
Experience
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

Nicholas Martell Nicholas Martell Glen Ridge, New Jersey Details
Nicholas Martell's Morgan Stanley Private Wealth Management Experience June 2014 - August 2014
Job JLS Cost Management at Barclays
Industry
Experience
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

Jose Harari Jose Harari Los Angeles, California Details
Jose Harari's Morgan Stanley Private Wealth Management Experience May 2014 - July 2014
Job Student at University of Southern California Marshall School of Business
Industry
Experience
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

webb

webb

Jeffrey Saccomano Jeffrey Saccomano Greater Denver Area Details
Jeffrey Saccomano's Morgan Stanley Private Wealth Management Experience May 2002 - Present
Job Analyst at Citi Smith Barney
Industry Financial Services
Experience
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

Wonny Mullen, Senior Sales Associate Wonny Mullen, Senior Sales Associate San Francisco, California Details
Wonny Mullen, Senior Sales Associate's Morgan Stanley Private Wealth Management Experience August 2010 - Present
Job Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
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

Jessie Schmitt Jessie Schmitt New York, New York Details
Jessie Schmitt's Morgan Stanley Private Wealth Management Experience June 2014 - August 2014
Job Business Analyst at ForeFront, Inc.
Industry Consumer Services
Experience
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

Ashley Stewardson Ashley Stewardson Philadelphia, Pennsylvania Details
Ashley Stewardson's Morgan Stanley Private Wealth Management Experience January 2015 - July 2015
Job Relationship Manager, Brown Brothers Harriman
Industry Financial Services
Experience
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

Amanda K. Goodish Amanda K. Goodish Greater Pittsburgh Area Details
Amanda K. Goodish's Morgan Stanley Private Wealth Management Experience October 2014 - February 2015
Job Attorney
Industry Law Practice
Experience
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

Trever Sipperly Trever Sipperly New York, New York Details
Trever Sipperly's Morgan Stanley Private Wealth Management Experience December 2014 - Present
Job Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
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

Everardo Vidaurri Muriel Everardo Vidaurri Muriel Miami, Florida Details
Everardo Vidaurri Muriel's Morgan Stanley Private Wealth Management Experience August 2013 - Present
Job Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
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

Select page

1 2 3 4