Morgan Stanley Smith Barney
Industry: Financial services company
DescriptionMorgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. Customer service: 00 1 801-617-9150 Assets under management: 2.05 trillion USD (2014) CEO: James P. Gorman (Jan 2012–) Headquarters: Purchase, Harrison, New York, United States Parent organization: Morgan Stanley Domestic Holdings Inc Founders: Charles D. Barney, Edward B. Smith
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Morgan Stanley Smith Barney Employees
Employee
Years
Job
Industry
Ronald Tracey Ronald Tracey's Morgan Stanley Smith Barney Experience September 2008 - December 2008
Job Management Associate at BMC Property Group
Industry Real Estate
Experience
BMC Property Group May 2012 - Present
Congressional Country Club April 2010 - May 2012
Morgan Stanley Smith Barney September 2008 - December 2008
Citigroup June 2005 - July 2008
Skills
Strategic Planning, Management, Market Research, Commercial Real Estate, Property Management, Real Estate, Commercial Leasing, Microsoft Excel, Microsoft Word, Program Management, Financial Analysis, Investment Properties, Leadership, Analysis, Financial Modeling, Inventory Management, Event Management, Event Planning, Public Relations, Investments, Finance, Merchandising, Product Marketing
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2017
Master of Business Administration (MBA) & Master of Finance (MFin)
American University 2006 — 2010
Bachelor of Arts (BA)
Fairfield College Preparatory School 2002 — 2006
BMC Property Group May 2012 - Present
Congressional Country Club April 2010 - May 2012
Morgan Stanley Smith Barney September 2008 - December 2008
Citigroup June 2005 - July 2008
Skills
Strategic Planning, Management, Market Research, Commercial Real Estate, Property Management, Real Estate, Commercial Leasing, Microsoft Excel, Microsoft Word, Program Management, Financial Analysis, Investment Properties, Leadership, Analysis, Financial Modeling, Inventory Management, Event Management, Event Planning, Public Relations, Investments, Finance, Merchandising, Product Marketing
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2017
Master of Business Administration (MBA) & Master of Finance (MFin)
American University 2006 — 2010
Bachelor of Arts (BA)
Fairfield College Preparatory School 2002 — 2006
Emily Suttle Emily Suttle's Morgan Stanley Smith Barney Experience August 2012 - January 2013
Job Consultant at VIDA Fitness & Aura Spa
Industry Health, Wellness and Fitness
Experience
VIDA Fitness & Aura Spa 2014 - Present
Nutritionix February 2014 - June 2014
Fortigent, LLC June 2013 - January 2014
KMH Financial Services, LLC March 2013 - June 2013
Morgan Stanley Smith Barney August 2012 - January 2013
American Society for Nutrition 2011 - August 2011
USITC April 2010 - December 2010
J.P. Morgan October 2009 - December 2009
Institute of International Finance May 2009 - August 2009
Skills
Stata, Microsoft Office, Research, Emerging Markets, Economics
Education
American University 2010 — 2011
Bachelor's degree, Economics
Guilford College 2007 — 2010
Economics
VIDA Fitness & Aura Spa 2014 - Present
Nutritionix February 2014 - June 2014
Fortigent, LLC June 2013 - January 2014
KMH Financial Services, LLC March 2013 - June 2013
Morgan Stanley Smith Barney August 2012 - January 2013
American Society for Nutrition 2011 - August 2011
USITC April 2010 - December 2010
J.P. Morgan October 2009 - December 2009
Institute of International Finance May 2009 - August 2009
Skills
Stata, Microsoft Office, Research, Emerging Markets, Economics
Education
American University 2010 — 2011
Bachelor's degree, Economics
Guilford College 2007 — 2010
Economics
Jehan Varzi Jehan Varzi's Morgan Stanley Smith Barney Experience July 1999 - September 2009
Job Atlantic City Complex Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2015 - Present
Wells Fargo Advisors, LLC January 2014 - April 2015
Wells Fargo Advisors, LLC September 2009 - December 2013
Morgan Stanley Smith Barney July 1999 - September 2009
Washington Investment 1995 - 1998
Skills
Management, Securities, Investments, Mutual Funds, Asset Allocation, Equities, Alternative Investments
Education
The Johns Hopkins University - Carey Business School 2004 — 2006
MBA, MBA
American University 1991 — 1995
Bachelor of Arts (B.A.), International Relations joint with Economics
Grosse Pointe South High School 1988 — 1991
High School
Wells Fargo Advisors, LLC April 2015 - Present
Wells Fargo Advisors, LLC January 2014 - April 2015
Wells Fargo Advisors, LLC September 2009 - December 2013
Morgan Stanley Smith Barney July 1999 - September 2009
Washington Investment 1995 - 1998
Skills
Management, Securities, Investments, Mutual Funds, Asset Allocation, Equities, Alternative Investments
Education
The Johns Hopkins University - Carey Business School 2004 — 2006
MBA, MBA
American University 1991 — 1995
Bachelor of Arts (B.A.), International Relations joint with Economics
Grosse Pointe South High School 1988 — 1991
High School
Michael Chan Suh Michael Chan Suh's Morgan Stanley Smith Barney Experience June 2011 - December 2011
Job Financial Analyst at Matheson Financial Advisors, Inc.
Industry Financial Services
Experience
Matheson Financial Advisors, Inc. October 2014 - Present
PwC September 2013 - September 2014
The Collingwood Group, LLC February 2013 - May 2013
Phillips Student Managed Portfolio January 2013 - May 2013
PNC June 2012 - August 2012
KRK Capital Partners, LLP. January 2012 - May 2012
Morgan Stanley Smith Barney June 2011 - December 2011
Skills
Microsoft Excel, Microsoft PowerPoint, Financial Statement..., DCF Modeling, Investor Relations, Cleantech, Start-up Consulting, Company Research, Axial Market Platform, Bloomberg Terminal, Portfolio Management, Investments, Market Research, DCF, Derivatives, Financial Modeling, Valuation, Research, Financial Analysis, Finance, Corporate Finance, Investment Banking, Mergers
Education
The George Washington University 2011 — 2013
BBA, Finance
American University 2009 — 2011
Bachelor of Arts (BA), International Relations & Business Administration
Matheson Financial Advisors, Inc. October 2014 - Present
PwC September 2013 - September 2014
The Collingwood Group, LLC February 2013 - May 2013
Phillips Student Managed Portfolio January 2013 - May 2013
PNC June 2012 - August 2012
KRK Capital Partners, LLP. January 2012 - May 2012
Morgan Stanley Smith Barney June 2011 - December 2011
Skills
Microsoft Excel, Microsoft PowerPoint, Financial Statement..., DCF Modeling, Investor Relations, Cleantech, Start-up Consulting, Company Research, Axial Market Platform, Bloomberg Terminal, Portfolio Management, Investments, Market Research, DCF, Derivatives, Financial Modeling, Valuation, Research, Financial Analysis, Finance, Corporate Finance, Investment Banking, Mergers
Education
The George Washington University 2011 — 2013
BBA, Finance
American University 2009 — 2011
Bachelor of Arts (BA), International Relations & Business Administration
Miles Duncan Miles Duncan's Morgan Stanley Smith Barney Experience January 2006 - May 2007
Job Agile eCommerce Product Owner building customer focused features: Motorola Mobility
Industry Computer Software
Experience
Motorola April 2015 - Present
Motorola December 2014 - Present
CareerBuilder.com September 2012 - September 2014
CareerBuilder.com January 2012 - October 2012
The Crown Estate April 2011 - September 2011
Public Accounting Firms January 2008 - February 2011
Morgan Stanley Smith Barney January 2006 - May 2007
Skills
SaaS, Strategy, Product Development, Product Road Mapping, Business Development, Competitive Analysis, Go-to-market Strategy, Business Analysis, Financial Analysis, Product Owner, Salesforce.com, Start-ups, Product Vision, Management Consulting, Sales Enablement, Product Positioning, Influential Communicator, User Stories, Entrepreneurship, CRM, Management, Sales, Account Management, Managerial Finance, Marketing, Accounting, Cold Calling, New Business Development, Finance, Business Strategy, Marketing Strategy, Analytics, Consulting, QuickBooks, Enterprise Software, Sales Management, Market Research, Project Management, Lead Generation, Product Marketing, Define Product, Customer Focused Design, Team Effectiveness, Agile Web Development, Auditing, Leadership, Servant Leadership, Scrum
Education
M.I.T.x
Certificate
Oxford Brookes University 2010 — 2011
Masters
Steinbeis-Hochschule-Berlin 2011 — 2011
Bradley University 2006 — 2008
Bachelors
Motorola April 2015 - Present
Motorola December 2014 - Present
CareerBuilder.com September 2012 - September 2014
CareerBuilder.com January 2012 - October 2012
The Crown Estate April 2011 - September 2011
Public Accounting Firms January 2008 - February 2011
Morgan Stanley Smith Barney January 2006 - May 2007
Skills
SaaS, Strategy, Product Development, Product Road Mapping, Business Development, Competitive Analysis, Go-to-market Strategy, Business Analysis, Financial Analysis, Product Owner, Salesforce.com, Start-ups, Product Vision, Management Consulting, Sales Enablement, Product Positioning, Influential Communicator, User Stories, Entrepreneurship, CRM, Management, Sales, Account Management, Managerial Finance, Marketing, Accounting, Cold Calling, New Business Development, Finance, Business Strategy, Marketing Strategy, Analytics, Consulting, QuickBooks, Enterprise Software, Sales Management, Market Research, Project Management, Lead Generation, Product Marketing, Define Product, Customer Focused Design, Team Effectiveness, Agile Web Development, Auditing, Leadership, Servant Leadership, Scrum
Education
M.I.T.x
Certificate
Oxford Brookes University 2010 — 2011
Masters
Steinbeis-Hochschule-Berlin 2011 — 2011
Bradley University 2006 — 2008
Bachelors
Derek S. Radulski Derek S. Radulski's Morgan Stanley Smith Barney Experience June 1995 - September 2009
Job Vice President, Division Administration at Raymond James
Industry Investment Management
Experience
Raymond James July 2014 - Present
Raymond James August 2010 - July 2014
Morgan Stanley Smith Barney June 1995 - September 2009
Rebecca's Restaurant, Inc. June 1990 - April 1995
Roche April 1987 - June 1990
Anchor Blue Retail Group June 1983 - September 1985
Skills
Branch Administration, Operations Management, Compliance, Human Resources, Associate Development, Career Transitioning, General Securities..., General Securities..., Registered Investment..., Real Estate Development
Education
American River College
Business Administration; Mathematics
Raymond James July 2014 - Present
Raymond James August 2010 - July 2014
Morgan Stanley Smith Barney June 1995 - September 2009
Rebecca's Restaurant, Inc. June 1990 - April 1995
Roche April 1987 - June 1990
Anchor Blue Retail Group June 1983 - September 1985
Skills
Branch Administration, Operations Management, Compliance, Human Resources, Associate Development, Career Transitioning, General Securities..., General Securities..., Registered Investment..., Real Estate Development
Education
American River College
Business Administration; Mathematics
Skip Stone, CFA Skip Stone, CFA's Morgan Stanley Smith Barney Experience January 2001 - Present
Job First Vice President, Financial Advisor, Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2001 - Present
Wachovia, A Wells Fargo Company April 1997 - January 2001
J.C. Bradford September 1994 - April 1997
Fortis Investments August 1992 - September 1994
US Senator Wyche Fowler May 1992 - August 1992
Skills
Alternative Investments, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Wealth Management, Asset Management, Equities, Finance, Financial Services, Investment Advisory, Investment Strategies, Securities, Series 63
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
MBA, Finance
Denison University 1988 — 1992
BA, Economics & English Literature
The American University of Paris 1991 — 1991
American University 1988 — 1988
The Groton School 1983 — 1988
Morgan Stanley Smith Barney January 2001 - Present
Wachovia, A Wells Fargo Company April 1997 - January 2001
J.C. Bradford September 1994 - April 1997
Fortis Investments August 1992 - September 1994
US Senator Wyche Fowler May 1992 - August 1992
Skills
Alternative Investments, Asset Allocation, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 7, Wealth Management, Asset Management, Equities, Finance, Financial Services, Investment Advisory, Investment Strategies, Securities, Series 63
Education
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
MBA, Finance
Denison University 1988 — 1992
BA, Economics & English Literature
The American University of Paris 1991 — 1991
American University 1988 — 1988
The Groton School 1983 — 1988
Michael Ivers Michael Ivers's Morgan Stanley Smith Barney Experience 2007 - June 2015
Job Project Manager at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney 2007 - June 2015
Smith Barney 2001 - 2007
Smith Barney 1998 - 2001
Smith Barney 1991 - 1998
Smith Barney 1987 - 1991
Williamsburgh Savings Bank 1984 - 1987
Skills
.NET, Windows Programming, Scripting, Software Project..., Full SDLC, Microsoft Office, SQL, Financial Planning, Financial Management, Financial Analysis, Strategic Financial..., Managerial Finance, Retirement Planning, Wealth Management, Financial Advisory, Alternative Investments, Retirement, Risk Management, Series 7, Fixed Income, Investments, Financial Services, Portfolio Management, SDLC, Business Analysis, Management, Equities, Mutual Funds, Asset Management, Leadership, Asset Allocation, Banking, Hedge Funds, Capital Markets, Securities, Investment Banking, Trading Systems
Education
Adelphi University 1992 — 1997
BBA, Accounting
Hofstra University 1982 — 1986
Levittown Memorial High School 1970 — 1983
St. Bernards, Levittown 1970 — 1978
Morgan Stanley Smith Barney 2007 - June 2015
Smith Barney 2001 - 2007
Smith Barney 1998 - 2001
Smith Barney 1991 - 1998
Smith Barney 1987 - 1991
Williamsburgh Savings Bank 1984 - 1987
Skills
.NET, Windows Programming, Scripting, Software Project..., Full SDLC, Microsoft Office, SQL, Financial Planning, Financial Management, Financial Analysis, Strategic Financial..., Managerial Finance, Retirement Planning, Wealth Management, Financial Advisory, Alternative Investments, Retirement, Risk Management, Series 7, Fixed Income, Investments, Financial Services, Portfolio Management, SDLC, Business Analysis, Management, Equities, Mutual Funds, Asset Management, Leadership, Asset Allocation, Banking, Hedge Funds, Capital Markets, Securities, Investment Banking, Trading Systems
Education
Adelphi University 1992 — 1997
BBA, Accounting
Hofstra University 1982 — 1986
Levittown Memorial High School 1970 — 1983
St. Bernards, Levittown 1970 — 1978
Dimitri Smerkous Dimitri Smerkous's Morgan Stanley Smith Barney Experience 2010 - 2012
Job SENIOR NETWORK ENGINEER
Industry Information Technology and Services
Experience
Royal Bank of Scotland 2013 - Present
ZDeploy 2009 - Present
Morgan Stanley Smith Barney 2010 - 2012
Dyno Nobel 2008 - 2009
Rockwell Collins 2008 - 2008
SUPERVALU 2004 - 2007
Sumitomo Mitsui Banking Corporation 2002 - 2004
Citicorp 2001 - 2002
Athlete.com 2000 - 2001
Skills
Virtualization, Active Directory, Servers, Windows Server, VMware, VMware ESX, Disaster Recovery, Citrix, Microsoft Exchange, SAN, DNS, TCP/IP, IT Operations, SCCM, Powershell, DHCP, IT Management, SDLC, MDT, Perl, System Deployment, Networking, Infrastructure, Unix, Operating Systems, Security, Management, Information Technology, Vendor Management, Integration, Microsoft SQL Server, Hardware
Education
Simon Kuznets Kharkiv National University of Economics
BS, Computer Information Systems
Institute of Commerce and Enterprise
Certificate of Completion in Economics
VMware
VSP and VTSP Certificates
Royal Bank of Scotland
Vanilla Options Course
Royal Bank of Scotland 2013 - Present
ZDeploy 2009 - Present
Morgan Stanley Smith Barney 2010 - 2012
Dyno Nobel 2008 - 2009
Rockwell Collins 2008 - 2008
SUPERVALU 2004 - 2007
Sumitomo Mitsui Banking Corporation 2002 - 2004
Citicorp 2001 - 2002
Athlete.com 2000 - 2001
Skills
Virtualization, Active Directory, Servers, Windows Server, VMware, VMware ESX, Disaster Recovery, Citrix, Microsoft Exchange, SAN, DNS, TCP/IP, IT Operations, SCCM, Powershell, DHCP, IT Management, SDLC, MDT, Perl, System Deployment, Networking, Infrastructure, Unix, Operating Systems, Security, Management, Information Technology, Vendor Management, Integration, Microsoft SQL Server, Hardware
Education
Simon Kuznets Kharkiv National University of Economics
BS, Computer Information Systems
Institute of Commerce and Enterprise
Certificate of Completion in Economics
VMware
VSP and VTSP Certificates
Royal Bank of Scotland
Vanilla Options Course
Megan (Cook) Taylor Megan (Cook) Taylor's Morgan Stanley Smith Barney Experience November 2010 - April 2011
Job Landman / Division Order Analyst
Industry Oil & Energy
Experience
Clayton Williams Energy, Inc. April 2011 - Present
Morgan Stanley Smith Barney November 2010 - April 2011
Skills
Cold Calling, Sales, Real Estate, Account Management, Negotiation, Investments, Contract Negotiation, Leadership, Microsoft Excel, Finance, Selling, New Business Development, Training, Strategic Planning, Management, Budgets, Business Development, Leases, Energy, Energy Industry, Natural Gas, Petroleum
Education
The University of Texas at Dallas 2007 — 2008
BA, Psychology
Angelo State University 2005 — 2007
BA, Psychology
Clayton Williams Energy, Inc. April 2011 - Present
Morgan Stanley Smith Barney November 2010 - April 2011
Skills
Cold Calling, Sales, Real Estate, Account Management, Negotiation, Investments, Contract Negotiation, Leadership, Microsoft Excel, Finance, Selling, New Business Development, Training, Strategic Planning, Management, Budgets, Business Development, Leases, Energy, Energy Industry, Natural Gas, Petroleum
Education
The University of Texas at Dallas 2007 — 2008
BA, Psychology
Angelo State University 2005 — 2007
BA, Psychology
Cristina E. Cuzman - JD, MBA Cristina E. Cuzman - JD, MBA's Morgan Stanley Smith Barney Experience June 2010 - July 2011
Job Sr. Communications Specialist / Digital Publishing & Social Strategies at Franklin Templeton Investments
Industry Investment Management
Experience
Franklin Templeton Investments April 2012 - Present
Morgan Stanley Smith Barney June 2010 - July 2011
Golden Gate University September 2007 - December 2009
Tano Capital June 2007 - March 2009
Skills
Investments, Portfolio Management, Private Equity, Strategic Planning, Due Diligence, Start-ups, Marketing Strategy, Event Management, Product Management, Series 7, series 66, Broadcast, HTML, Web Design, Marketing Communications, Marketing, Email Marketing, Digital Marketing, Online Marketing, Thought Leadership
Education
Golden Gate University 2007 — 2010
MBA, Finance
DRE 2006 — 2006
Real Estate Licence, Real Estate
Universitatea Româno-Americană din București 1994 — 1999
Law Degree, Law
Franklin Templeton Investments April 2012 - Present
Morgan Stanley Smith Barney June 2010 - July 2011
Golden Gate University September 2007 - December 2009
Tano Capital June 2007 - March 2009
Skills
Investments, Portfolio Management, Private Equity, Strategic Planning, Due Diligence, Start-ups, Marketing Strategy, Event Management, Product Management, Series 7, series 66, Broadcast, HTML, Web Design, Marketing Communications, Marketing, Email Marketing, Digital Marketing, Online Marketing, Thought Leadership
Education
Golden Gate University 2007 — 2010
MBA, Finance
DRE 2006 — 2006
Real Estate Licence, Real Estate
Universitatea Româno-Americană din București 1994 — 1999
Law Degree, Law
Amy Gorno AIF® Amy Gorno AIF®'s Morgan Stanley Smith Barney Experience April 2011 - December 2011
Job Internal Sales Consultant at PNC Capital Advisors, LLC
Industry Marketing and Advertising
Experience
PNC Capital Advisors, LLC January 2015 - Present
PNC Investments August 2013 - January 2015
http://www.innisfreema.com/innisfree/Innisfree/ April 2013 - August 2013
Screen Writing & Marketing December 2011 - July 2013
Hawaii Opera Theatre October 2011 - September 2012
Morgan Stanley Smith Barney April 2011 - December 2011
Friends of The Library of Hawai'i April 2010 - July 2011
K&W Trading July 2010 - February 2011
Whiteco Residential/Dominion Town Center March 2007 - December 2007
Chicco February 2006 - May 2006
Education
Alvernia University 2001 — 2004
Bachelors of Arts, Business Marketing
PNC Capital Advisors, LLC January 2015 - Present
PNC Investments August 2013 - January 2015
http://www.innisfreema.com/innisfree/Innisfree/ April 2013 - August 2013
Screen Writing & Marketing December 2011 - July 2013
Hawaii Opera Theatre October 2011 - September 2012
Morgan Stanley Smith Barney April 2011 - December 2011
Friends of The Library of Hawai'i April 2010 - July 2011
K&W Trading July 2010 - February 2011
Whiteco Residential/Dominion Town Center March 2007 - December 2007
Chicco February 2006 - May 2006
Education
Alvernia University 2001 — 2004
Bachelors of Arts, Business Marketing
Robert Sorge Robert Sorge's Morgan Stanley Smith Barney Experience July 2004 - February 2011
Job Managing Partner, ClearView Investment Partners, LLC
Industry Financial Services
Experience
ClearView Investment Partners, LLC February 2011 - Present
Morgan Stanley Smith Barney July 2004 - February 2011
Current Analysis 2000 - 2004
Thomson Financial April 1996 - May 2000
Prudential Securities 1992 - 1996
Prudential Financial 1992 - 1996
Prudential 1988 - 1992
Skills
Retirement Planning, Student Financial Aid, Wealth Management, Series 7, Investments, Series 63, Mutual Funds, Strategic Financial..., Asset Allocation, Financial Advisory, Investment Advisory, Asset Managment, Uniform Combined State..., Series 65, Financial Services, Alternative Investments, Series 24, Investment Strategies, Estate Planning, 401k, Separately Managed..., Series 6, Investment Management, Hedge Funds, Corporate Finance, Pensions, Finance, Securities, Retirement
Education
Fordham University Graduate School of Business 1992 — 1996
MBA, Finance, International Business Specialization
Moravian College 1984 — 1988
BA, Business Management, Political Science
American University 1986 — 1986
N/A, Washington Semester
ClearView Investment Partners, LLC February 2011 - Present
Morgan Stanley Smith Barney July 2004 - February 2011
Current Analysis 2000 - 2004
Thomson Financial April 1996 - May 2000
Prudential Securities 1992 - 1996
Prudential Financial 1992 - 1996
Prudential 1988 - 1992
Skills
Retirement Planning, Student Financial Aid, Wealth Management, Series 7, Investments, Series 63, Mutual Funds, Strategic Financial..., Asset Allocation, Financial Advisory, Investment Advisory, Asset Managment, Uniform Combined State..., Series 65, Financial Services, Alternative Investments, Series 24, Investment Strategies, Estate Planning, 401k, Separately Managed..., Series 6, Investment Management, Hedge Funds, Corporate Finance, Pensions, Finance, Securities, Retirement
Education
Fordham University Graduate School of Business 1992 — 1996
MBA, Finance, International Business Specialization
Moravian College 1984 — 1988
BA, Business Management, Political Science
American University 1986 — 1986
N/A, Washington Semester
Qi Zeng, CFA's Morgan Stanley Smith Barney Experience August 2010 - December 2010
Job
Industry Financial Services
Experience
Northern Trust Corporation September 2014 - Present
Ernst & Young February 2011 - September 2014
Morgan Stanley Smith Barney August 2010 - December 2010
Skills
Financial Modeling, Valuation, Business Valuation, Financial Analysis, Investments, Mergers & Acquisitions, Strategic Financial..., Investment Management, Financial Reporting, Analysis, Corporate Finance, Due Diligence, Finance, Succession Planning, Decision Modeling, Financial Planning
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA)
Weatherhead School of Management at Case Western Reserve University 2009 — 2011
Masters
Kunming University of Science and Technology 2005 — 2009
Bachelors
Northern Trust Corporation September 2014 - Present
Ernst & Young February 2011 - September 2014
Morgan Stanley Smith Barney August 2010 - December 2010
Skills
Financial Modeling, Valuation, Business Valuation, Financial Analysis, Investments, Mergers & Acquisitions, Strategic Financial..., Investment Management, Financial Reporting, Analysis, Corporate Finance, Due Diligence, Finance, Succession Planning, Decision Modeling, Financial Planning
Education
The University of Chicago Booth School of Business 2014 — 2017
Master of Business Administration (MBA)
Weatherhead School of Management at Case Western Reserve University 2009 — 2011
Masters
Kunming University of Science and Technology 2005 — 2009
Bachelors
Sathya Mani's Morgan Stanley Smith Barney Experience January 2010 - Present
Job Principal Technical Architect, Consulting and Enterprise Solutions at Tech Mahindra
Industry Information Technology and Services
Experience
Tech Mahindra (formerly Mahindra Satyam) October 2012 - Present
Morgan Stanley Smith Barney January 2010 - Present
Mahindra Satyam May 2007 - September 2012
Zensar Technologies June 2006 - April 2007
Zensar January 2003 - April 2007
Zensar January 2003 - June 2006
SRM Technologies 1999 - 2002
Skills
Flex, Mosaic, Flash, HTML, CSS, JavaScript, Java, GWT, Solution Architecture, Technical Architecture, Enterprise Architecture, Account Mining -..., Global Delivery &..., Contact Centers, Architecture, AJAX, User Experience, User Interface, Mobile Applications, ActionScript, User-centered Design, Software Project..., Information Architecture, Requirements Analysis, Web 2.0, Ext JS, RIA, Architectures
Education
Allahabad Agricultural Institute
MTECH, IT
Tech Mahindra (formerly Mahindra Satyam) October 2012 - Present
Morgan Stanley Smith Barney January 2010 - Present
Mahindra Satyam May 2007 - September 2012
Zensar Technologies June 2006 - April 2007
Zensar January 2003 - April 2007
Zensar January 2003 - June 2006
SRM Technologies 1999 - 2002
Skills
Flex, Mosaic, Flash, HTML, CSS, JavaScript, Java, GWT, Solution Architecture, Technical Architecture, Enterprise Architecture, Account Mining -..., Global Delivery &..., Contact Centers, Architecture, AJAX, User Experience, User Interface, Mobile Applications, ActionScript, User-centered Design, Software Project..., Information Architecture, Requirements Analysis, Web 2.0, Ext JS, RIA, Architectures
Education
Allahabad Agricultural Institute
MTECH, IT
Adam Metcalf Adam Metcalf's Morgan Stanley Smith Barney Experience March 2006 - November 2008
Job CoFounder at ZeeMee. Fighting to bolster equity and access for all students around the globe.
Industry Education Management
Experience
ZeeMee, inc. July 2014 - Present
Sheridan High School August 2012 - July 2014
Tianjin International School August 2009 - June 2012
Morgan Stanley Smith Barney March 2006 - November 2008
Skills
Educational Leadership, Teaching, Public Speaking
Education
American University 2001 — 2005
BA, International Studies
Auburn High School 1998 — 2001
High School
Loomis Chaffee 1997 — 1998
ZeeMee, inc. July 2014 - Present
Sheridan High School August 2012 - July 2014
Tianjin International School August 2009 - June 2012
Morgan Stanley Smith Barney March 2006 - November 2008
Skills
Educational Leadership, Teaching, Public Speaking
Education
American University 2001 — 2005
BA, International Studies
Auburn High School 1998 — 2001
High School
Loomis Chaffee 1997 — 1998
Crystal Marie Lewis's Morgan Stanley Smith Barney Experience April 2009 - July 2015
Job Financial Planning/ Portfolio Associate with 16 years in the Financial Services Industry.
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2009 - July 2015
Retirement Strategies, Inc. June 2008 - April 2009
A.G. Edwards & Sons, Inc. October 2004 - June 2008
Bank of Hawaii- Bankoh Investment Services, Inc March 2002 - October 2004
Mission Securities, Inc., March 1999 - May 2001
Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Trading, Series 7, High Net Worth...
Education
Kaplan Financial 2012 — 2012
Finanical Planning Associate
American InterContinental University 2002 — 2003
AA, Business Administration
Securities License 2000 — 2001
Series 7. 63, 62, 24, 66
Morgan Stanley Smith Barney April 2009 - July 2015
Retirement Strategies, Inc. June 2008 - April 2009
A.G. Edwards & Sons, Inc. October 2004 - June 2008
Bank of Hawaii- Bankoh Investment Services, Inc March 2002 - October 2004
Mission Securities, Inc., March 1999 - May 2001
Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Trading, Series 7, High Net Worth...
Education
Kaplan Financial 2012 — 2012
Finanical Planning Associate
American InterContinental University 2002 — 2003
AA, Business Administration
Securities License 2000 — 2001
Series 7. 63, 62, 24, 66
G. Chris Rathbun G. Chris Rathbun's Morgan Stanley Smith Barney Experience 2004 - 2009
Job Financial Advisor at Merrill Lynch
Industry Banking
Experience
Merrill Lynch September 2014 - Present
Merrill Lynch September 2009 - September 2014
Morgan Stanley Smith Barney 2004 - 2009
Eli Lilly and Company 1973 - 2002
Skills
Interpersonal Skill, Computers, Accounting, Creativity, Web Services, Microsoft Excel, Microsoft Word, PowerPoint, Enthusiasm to learn, Fun, Information Technology, Financial Analysis, Leadership, Finance, Investments
Education
Adelphi University 1975 — 1978
Master of Business Administration (M.B.A.), Business Administration and Management, General
Iona College 1960 — 1964
Bachelor of Business Administration (B.B.A.), Accounting
Merrill Lynch September 2014 - Present
Merrill Lynch September 2009 - September 2014
Morgan Stanley Smith Barney 2004 - 2009
Eli Lilly and Company 1973 - 2002
Skills
Interpersonal Skill, Computers, Accounting, Creativity, Web Services, Microsoft Excel, Microsoft Word, PowerPoint, Enthusiasm to learn, Fun, Information Technology, Financial Analysis, Leadership, Finance, Investments
Education
Adelphi University 1975 — 1978
Master of Business Administration (M.B.A.), Business Administration and Management, General
Iona College 1960 — 1964
Bachelor of Business Administration (B.B.A.), Accounting
Marina Tudela Marina Tudela's Morgan Stanley Smith Barney Experience July 1992 - April 2000
Job Vice President Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2000 - Present
Morgan Stanley Smith Barney July 1992 - April 2000
Skills
Investments, Finance, Financial Analysis, Portfolio Management, Wealth, Strategic Planning, Series 7, Mutual Funds, Risk Management, Financial Planning, Strategic Financial..., Investment Advisory, Asset Managment, Wealth Management, Securities, Fixed Income, Retirement Planning, Banking, Alternative Investments, Asset Management, Strategy, Equities, Marketing, Entrepreneurship, Management Consulting
Education
American University 1987 — 1991
BSBA, International Business/Marketing
Pine Crest School 1985 — 1987
High School
UBS Wealth Management April 2000 - Present
Morgan Stanley Smith Barney July 1992 - April 2000
Skills
Investments, Finance, Financial Analysis, Portfolio Management, Wealth, Strategic Planning, Series 7, Mutual Funds, Risk Management, Financial Planning, Strategic Financial..., Investment Advisory, Asset Managment, Wealth Management, Securities, Fixed Income, Retirement Planning, Banking, Alternative Investments, Asset Management, Strategy, Equities, Marketing, Entrepreneurship, Management Consulting
Education
American University 1987 — 1991
BSBA, International Business/Marketing
Pine Crest School 1985 — 1987
High School
Marcus Seabock Marcus Seabock's Morgan Stanley Smith Barney Experience March 1999 - June 2009
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial July 2009 - Present
Morgan Stanley Smith Barney March 1999 - June 2009
xpedx March 1982 - March 1999
Skills
Portfolio Management, Finance, Wealth Management, Financial Markets, Economics, Asset Allocation, Financial Advisory, Securities, Investments, Asset Management, Wealth Management..., 401k Rollovers, Financial Services, Investment Strategies, Wealth, Mutual Funds
Education
Appalachian State University 1976 — 1978
BSBA, Business Administration
Wake Forest University 1974 — 1976
Liberal Arts
LPL Financial July 2009 - Present
Morgan Stanley Smith Barney March 1999 - June 2009
xpedx March 1982 - March 1999
Skills
Portfolio Management, Finance, Wealth Management, Financial Markets, Economics, Asset Allocation, Financial Advisory, Securities, Investments, Asset Management, Wealth Management..., 401k Rollovers, Financial Services, Investment Strategies, Wealth, Mutual Funds
Education
Appalachian State University 1976 — 1978
BSBA, Business Administration
Wake Forest University 1974 — 1976
Liberal Arts
Ricci L. Reber Ricci L. Reber's Morgan Stanley Smith Barney Experience September 2009 - January 2011
Job Visiting Assistant Professor of Economics at St. Mary's College of Maryland
Industry Research
Experience
St. Mary's College of Maryland August 2015 - Present
St. Mary's College of Maryland January 2015 - August 2015
Bureau of Economic Analysis January 2011 - August 2015
Frederick Community College May 2012 - August 2012
Morgan Stanley Smith Barney September 2009 - January 2011
Jos. A. Bank Clothiers October 2008 - September 2009
Euler Hermes ACI November 2006 - October 2008
Skills
Credit Analysis, Economics, Econometrics, SAS, Stata, Data Analysis, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Analytics, Access, Microsoft Word, PowerPoint, Economic Research, Macroeconomics, Economic Modeling, Microeconomics
Education
American University 2012 — 2017
Doctor of Philosophy (Ph.D.), Economics
American University 2012 — 2015
Master’s Degree, Economics
Mount St. Mary's University 2007 — 2010
MBA, Finance
McDaniel College 2002 — 2006
BA, Economics
Hanover High School 1998 — 2002
St. Mary's College of Maryland August 2015 - Present
St. Mary's College of Maryland January 2015 - August 2015
Bureau of Economic Analysis January 2011 - August 2015
Frederick Community College May 2012 - August 2012
Morgan Stanley Smith Barney September 2009 - January 2011
Jos. A. Bank Clothiers October 2008 - September 2009
Euler Hermes ACI November 2006 - October 2008
Skills
Credit Analysis, Economics, Econometrics, SAS, Stata, Data Analysis, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Analytics, Access, Microsoft Word, PowerPoint, Economic Research, Macroeconomics, Economic Modeling, Microeconomics
Education
American University 2012 — 2017
Doctor of Philosophy (Ph.D.), Economics
American University 2012 — 2015
Master’s Degree, Economics
Mount St. Mary's University 2007 — 2010
MBA, Finance
McDaniel College 2002 — 2006
BA, Economics
Hanover High School 1998 — 2002
steven feys's Morgan Stanley Smith Barney Experience August 2004 - March 2008
Job Branch Manager/Financial Planner at Seneca Wealth Strategies, LLC. An Independent Firm.
Industry Financial Services
Experience
SenecaWealthStrategies, LLC Securities offered through Raymond James & Associates, Inc., member FINR March 2008 - Present
Seneca Wealth Strategies, LLC Securities offered through Raymond James & Associates Inc, member FINR 2008 - Present
Morgan Stanley Smith Barney August 2004 - March 2008
Skills
Investments, Strategic Financial..., Portfolio Management, Investment Advisory, Asset Allocation, Mutual Funds, Financial Advisory, Asset Management, Finance, Wealth, Wealth Management, Retirement Planning, Alternative Investments, Financial Analysis, Financial Planners, Funding, Banking, Retirement, Mortgage Lending, Loans, Investment Properties, Financial Risk, Estate Planning, 401k, Asset Managment, Tax
Education
Allegheny College
Walt Whitman High School
SenecaWealthStrategies, LLC Securities offered through Raymond James & Associates, Inc., member FINR March 2008 - Present
Seneca Wealth Strategies, LLC Securities offered through Raymond James & Associates Inc, member FINR 2008 - Present
Morgan Stanley Smith Barney August 2004 - March 2008
Skills
Investments, Strategic Financial..., Portfolio Management, Investment Advisory, Asset Allocation, Mutual Funds, Financial Advisory, Asset Management, Finance, Wealth, Wealth Management, Retirement Planning, Alternative Investments, Financial Analysis, Financial Planners, Funding, Banking, Retirement, Mortgage Lending, Loans, Investment Properties, Financial Risk, Estate Planning, 401k, Asset Managment, Tax
Education
Allegheny College
Walt Whitman High School
Roger Matles Roger Matles's Morgan Stanley Smith Barney Experience 1986 - May 2010
Job 1st VP Wealth Management/Financial Advisor at UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Financial Services Inc. May 2010 - Present
Morgan Stanley Smith Barney 1986 - May 2010
Education
American University 1971 — 1975
ba, psychology, sociology
UBS Financial Services Inc. May 2010 - Present
Morgan Stanley Smith Barney 1986 - May 2010
Education
American University 1971 — 1975
ba, psychology, sociology
Mark Brellis, CFP®, MBA Mark Brellis, CFP®, MBA's Morgan Stanley Smith Barney Experience June 1997 - March 2012
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2012 - Present
Morgan Stanley Smith Barney June 1997 - March 2012
Education
Adelphi University 2007 — 2011
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
State University of New York at Stony Brook 1997 — 2001
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Ameriprise Financial Services, Inc. March 2012 - Present
Morgan Stanley Smith Barney June 1997 - March 2012
Education
Adelphi University 2007 — 2011
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
State University of New York at Stony Brook 1997 — 2001
Bachelor of Arts (B.A.), Liberal Arts and Sciences, General Studies and Humanities
Brittany Norris Brittany Norris's Morgan Stanley Smith Barney Experience May 2010 - December 2010
Job Business Operations Specialist
Industry Logistics and Supply Chain
Experience
McMaster-Carr December 2014 - Present
Expeditors January 2014 - November 2014
Expeditors November 2012 - January 2014
Expeditors June 2012 - November 2012
Agnes Scott College June 2011 - May 2012
Chick-fil-A April 2010 - May 2012
Agnes Scott College August 2008 - May 2012
Morgan Stanley Smith Barney May 2010 - December 2010
Agnes Scott College Board of Trustees August 2009 - June 2010
Chick-fil-A March 2006 - April 2010
Skills
Invoicing, Investments, Financial Planning, Event Management, Customer Relations, Public Speaking, Customer Service, Event Planning, Strategic Planning, Bookkeeping, Strategic Financial..., Microsoft Office, EDI, Order Management, French, Economics, Logistics, Supply Chain
Education
Agnes Scott College 2008 — 2012
Bachelors of Arts, Economics and Organizational Management
Sup de Co Amiens 2010 — 2010
Study Abroad, Business Management
Southwest Dekalb High School 2004 — 2008
Honors and Distinction Diploma
McMaster-Carr December 2014 - Present
Expeditors January 2014 - November 2014
Expeditors November 2012 - January 2014
Expeditors June 2012 - November 2012
Agnes Scott College June 2011 - May 2012
Chick-fil-A April 2010 - May 2012
Agnes Scott College August 2008 - May 2012
Morgan Stanley Smith Barney May 2010 - December 2010
Agnes Scott College Board of Trustees August 2009 - June 2010
Chick-fil-A March 2006 - April 2010
Skills
Invoicing, Investments, Financial Planning, Event Management, Customer Relations, Public Speaking, Customer Service, Event Planning, Strategic Planning, Bookkeeping, Strategic Financial..., Microsoft Office, EDI, Order Management, French, Economics, Logistics, Supply Chain
Education
Agnes Scott College 2008 — 2012
Bachelors of Arts, Economics and Organizational Management
Sup de Co Amiens 2010 — 2010
Study Abroad, Business Management
Southwest Dekalb High School 2004 — 2008
Honors and Distinction Diploma
Joseph Pizzo's Morgan Stanley Smith Barney Experience May 2010 - Present
Job Financial Advisor Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2010 - Present
UBS March 2000 - May 2010
Prudential Financial January 1994 - March 2000
Education
Adelphi University 1989 — 1993
Bachelor of Arts (B.A.), Business Administration
Morgan Stanley Smith Barney May 2010 - Present
UBS March 2000 - May 2010
Prudential Financial January 1994 - March 2000
Education
Adelphi University 1989 — 1993
Bachelor of Arts (B.A.), Business Administration
Eric Schonberg's Morgan Stanley Smith Barney Experience May 2005 - August 2008
Job Assistant Motion Picture Talent at Creative Artists Agency
Industry Entertainment
Experience
Creative Artists Agency September 2013 - Present
IMG August 2011 - December 2011
Morgan Stanley Smith Barney May 2005 - August 2008
Skills
Talent Management, Contract Negotiation, Entertainment Law, Sports Law, Entertainment Industry, Intellectual Property, Mediation
Education
New York Law School 2009 — 2012
J.D, Entertainment/Sports/Intellectual Property
Allegheny College 2005 — 2009
BA, Political Science, English, Psychology
The Pingry School 2002 — 2005
Creative Artists Agency September 2013 - Present
IMG August 2011 - December 2011
Morgan Stanley Smith Barney May 2005 - August 2008
Skills
Talent Management, Contract Negotiation, Entertainment Law, Sports Law, Entertainment Industry, Intellectual Property, Mediation
Education
New York Law School 2009 — 2012
J.D, Entertainment/Sports/Intellectual Property
Allegheny College 2005 — 2009
BA, Political Science, English, Psychology
The Pingry School 2002 — 2005
Eric Pritchard's Morgan Stanley Smith Barney Experience January 2005 - September 2007
Job Experienced soccer coach
Industry Sports
Experience
eSoccer Skills www.esoccerskillsacademy.com January 2010 - Present
Pittsford Central School District August 2008 - Present
Skills International Soccer Academy January 1996 - December 2009
Morgan Stanley Smith Barney January 2005 - September 2007
Skills
Sports, Sports Management, Coaching, Budget, Soccer, Customer Service, Team Building, Sponsorship, Leadership, Time Management, Training, Sports Coaching, Management, Athletics, Budgets
Education
State University of New York College at Fredonia 1994 — 1995
Bachelor's degree, Finance
Alfred State College - SUNY College of Technology 1991 — 1993
Finance, General
eSoccer Skills www.esoccerskillsacademy.com January 2010 - Present
Pittsford Central School District August 2008 - Present
Skills International Soccer Academy January 1996 - December 2009
Morgan Stanley Smith Barney January 2005 - September 2007
Skills
Sports, Sports Management, Coaching, Budget, Soccer, Customer Service, Team Building, Sponsorship, Leadership, Time Management, Training, Sports Coaching, Management, Athletics, Budgets
Education
State University of New York College at Fredonia 1994 — 1995
Bachelor's degree, Finance
Alfred State College - SUNY College of Technology 1991 — 1993
Finance, General
M. David Katz M. David Katz's Morgan Stanley Smith Barney Experience July 1996 - August 1996
Job Senior Manager at SunGard Global Services
Industry Investment Banking
Experience
SunGard Consulting Services July 2012 - Present
Goldman Sachs 1997 - 2011
Touro College September 2000 - June 2001
Morgan Stanley Smith Barney July 1996 - August 1996
Skills
Object Oriented Design, Database Design, Java, Unix
Education
Brooklyn College 1994 — 1997
BS, Computer Science
City University of New York-Brooklyn College 1994 — 1997
BS, Computer Science
Rabbinical Seminary of America 1988 — 1997
Toras Emes
SunGard Consulting Services July 2012 - Present
Goldman Sachs 1997 - 2011
Touro College September 2000 - June 2001
Morgan Stanley Smith Barney July 1996 - August 1996
Skills
Object Oriented Design, Database Design, Java, Unix
Education
Brooklyn College 1994 — 1997
BS, Computer Science
City University of New York-Brooklyn College 1994 — 1997
BS, Computer Science
Rabbinical Seminary of America 1988 — 1997
Toras Emes
Geethal Withanachchi Geethal Withanachchi's Morgan Stanley Smith Barney Experience May 2012 - Present
Job Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2012 - Present
Barclays Capital 2011 - 2012
Merrill Lynch July 2008 - June 2011
Marriott International June 2007 - September 2007
Skills
Financial Reporting, Treasury, Strategic Communications, Business Analysis, Team Leadership, Financial Analysis, Group Presentations, Treasury Services, Financial Management, MS Excel, Product Control, Investment Banking, Derivatives
Education
CUNY Medgar Evers College 2006 — 2008
B.S., Accounting, 3.86
Wayamba University of Sri Lanka 2004 — 2005
B.S., Industrial Management, A
NIIT 2001 — 2003
Associate, Information Technology, A
St Joseph's College Colombo 10, Sri Lanka
Mathematics, Applied Math, Pure Math, Chemistry, Physics
Morgan Stanley Smith Barney May 2012 - Present
Barclays Capital 2011 - 2012
Merrill Lynch July 2008 - June 2011
Marriott International June 2007 - September 2007
Skills
Financial Reporting, Treasury, Strategic Communications, Business Analysis, Team Leadership, Financial Analysis, Group Presentations, Treasury Services, Financial Management, MS Excel, Product Control, Investment Banking, Derivatives
Education
CUNY Medgar Evers College 2006 — 2008
B.S., Accounting, 3.86
Wayamba University of Sri Lanka 2004 — 2005
B.S., Industrial Management, A
NIIT 2001 — 2003
Associate, Information Technology, A
St Joseph's College Colombo 10, Sri Lanka
Mathematics, Applied Math, Pure Math, Chemistry, Physics
Steve Pendergast Steve Pendergast's Morgan Stanley Smith Barney Experience October 1987 - September 2002
Job First Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2008 - Present
UBS September 2002 - December 2008
Morgan Stanley Smith Barney October 1987 - September 2002
Education
American University 1982 — 1984
BA, International Studies
Wittenberg University 1980 — 1982
Political Science
Wells Fargo Advisors, LLC 2008 - Present
UBS September 2002 - December 2008
Morgan Stanley Smith Barney October 1987 - September 2002
Education
American University 1982 — 1984
BA, International Studies
Wittenberg University 1980 — 1982
Political Science
Michael Ruzhansky, CFP®'s Morgan Stanley Smith Barney Experience January 2010 - May 2011
Job Experienced Financial Counselor, Author, and Speaker
Industry Financial Services
Experience
Lenox Advisors January 2015 - Present
PNC May 2011 - August 2014
Morgan Stanley Smith Barney January 2010 - May 2011
Morgan Stanley Smith Barney August 2006 - May 2011
Deloitte July 2001 - July 2006
KPMG 2005 - 2006
PwC January 2000 - July 2001
The Ayco Company, L.P., a Goldman Sachs Company October 1997 - January 2000
Skills
Retirement Planning, Financial Planning, Investments, Financial Services, Estate Planning, Wealth Management, Financial Advisory, Wealth Management..., Portfolio Management, High Net Worth..., Finance, Wealth, Strategic Financial..., Series 7, Mutual Funds, Equities, Asset Management, Income Tax, Asset Allocation, Investment Advisory, Retirement, Series 63, Asset Managment, Alternative Investments, Investment Strategies, Trust Services, Financial Planners
Education
Rutgers, The State University of New Jersey-Newark 1999 — 2001
Master, Taxation
Rochester Institute of Technology - Saunders College of Business 1992 — 1995
Bachelor's Degree, Finance
Northwestern California University School of Law
Doctor of Law (J.D.), Tax Law/Taxation of Trusts & Estates
Lenox Advisors January 2015 - Present
PNC May 2011 - August 2014
Morgan Stanley Smith Barney January 2010 - May 2011
Morgan Stanley Smith Barney August 2006 - May 2011
Deloitte July 2001 - July 2006
KPMG 2005 - 2006
PwC January 2000 - July 2001
The Ayco Company, L.P., a Goldman Sachs Company October 1997 - January 2000
Skills
Retirement Planning, Financial Planning, Investments, Financial Services, Estate Planning, Wealth Management, Financial Advisory, Wealth Management..., Portfolio Management, High Net Worth..., Finance, Wealth, Strategic Financial..., Series 7, Mutual Funds, Equities, Asset Management, Income Tax, Asset Allocation, Investment Advisory, Retirement, Series 63, Asset Managment, Alternative Investments, Investment Strategies, Trust Services, Financial Planners
Education
Rutgers, The State University of New Jersey-Newark 1999 — 2001
Master, Taxation
Rochester Institute of Technology - Saunders College of Business 1992 — 1995
Bachelor's Degree, Finance
Northwestern California University School of Law
Doctor of Law (J.D.), Tax Law/Taxation of Trusts & Estates
Parker Moody's Morgan Stanley Smith Barney Experience 2012 - 2012
Job Financial Advisor at McAdam
Industry Financial Services
Experience
McAdam Financially Advanced™ 2014 - Present
FusionIQ 2013 - 2013
Morgan Stanley Smith Barney 2012 - 2012
Education
Amherst College
Bachelor's Degree, Physics & Economics
Phillips Exeter Academy
High School
McAdam Financially Advanced™ 2014 - Present
FusionIQ 2013 - 2013
Morgan Stanley Smith Barney 2012 - 2012
Education
Amherst College
Bachelor's Degree, Physics & Economics
Phillips Exeter Academy
High School
Sonia Egan Sonia Egan's Morgan Stanley Smith Barney Experience August 2008 - July 2010
Job Real Estate Specialist at JCS Realty Corporation
Industry Staffing and Recruiting
Experience
JCS Realty Corporation January 2014 - Present
City National Bank June 2013 - Present
ManpowerGroup February 2012 - Present
Robert Half Finance & Accounting September 2010 - June 2011
Morgan Stanley Smith Barney August 2008 - July 2010
Re/Max Masters Flat Rock MI 2003 - August 2008
Century 21 A Team January 1999 - 2003
Skills
Recruiting, Accounts Payable, Business Planning, Payroll, Process Improvement, Accounting, Strategic Planning, Customer Service, Banking, Team Building, Human Resources, Customer Satisfaction, Management, Interviews
Education
Adrian College 1987 — 1991
BBA, Accounting
JCS Realty Corporation January 2014 - Present
City National Bank June 2013 - Present
ManpowerGroup February 2012 - Present
Robert Half Finance & Accounting September 2010 - June 2011
Morgan Stanley Smith Barney August 2008 - July 2010
Re/Max Masters Flat Rock MI 2003 - August 2008
Century 21 A Team January 1999 - 2003
Skills
Recruiting, Accounts Payable, Business Planning, Payroll, Process Improvement, Accounting, Strategic Planning, Customer Service, Banking, Team Building, Human Resources, Customer Satisfaction, Management, Interviews
Education
Adrian College 1987 — 1991
BBA, Accounting
Weldon Hosten Weldon Hosten's Morgan Stanley Smith Barney Experience June 2008 - July 2013
Job Infrastructure Program Manager at GE Capital
Industry Financial Services
Experience
GE Capital April 2014 - Present
Morgan Stanley Smith Barney June 2008 - July 2013
SunTrust Bank 2013 - 2013
Citi August 2004 - June 2008
Queens Hospital January 2004 - August 2004
Call Center Grenada 1999 - 2001
Lason Grenada Ltd 1998 - 1999
Royal Grenada Police Force 1993 - 1998
Royal Grenada Police Force 1990 - 1993
Skills
SDLC, Vendor Management, Business Analysis, Project Planning, Troubleshooting, MCP, MCSE, A+ Certified, Technical project..., Project management, Process Optimization, Process Mapping, Excel, Word, Outlook, PowerPoint skills, Visio, Microsoft Access, Cisco IOS, Systems Administrator, Microsoft Excel, Software Documentation, MS Project, Microsoft Certified..., PowerPoint, Process Improvement, Disaster Recovery, SharePoint, ITIL, Risk Management, Project Portfolio..., IT Service Management, IT Management, PMP, PMO, Business Process, Business Process..., IT Operations, Project Management, Business Process Mapping, Microsoft Word, Management, Microsoft Office, Infrastructure, Customer Service, Leadership, Team Leadership
Education
University of Scranton 2013 — 2014
Master of Business Administration (MBA), SAP-ERP
Boston University 2010 — 2011
Certificate project Management, Project management
American InterContinental University 2003 — 2006
BS, Computer Information Systems (Computer Forensics), 3.3
GE Capital April 2014 - Present
Morgan Stanley Smith Barney June 2008 - July 2013
SunTrust Bank 2013 - 2013
Citi August 2004 - June 2008
Queens Hospital January 2004 - August 2004
Call Center Grenada 1999 - 2001
Lason Grenada Ltd 1998 - 1999
Royal Grenada Police Force 1993 - 1998
Royal Grenada Police Force 1990 - 1993
Skills
SDLC, Vendor Management, Business Analysis, Project Planning, Troubleshooting, MCP, MCSE, A+ Certified, Technical project..., Project management, Process Optimization, Process Mapping, Excel, Word, Outlook, PowerPoint skills, Visio, Microsoft Access, Cisco IOS, Systems Administrator, Microsoft Excel, Software Documentation, MS Project, Microsoft Certified..., PowerPoint, Process Improvement, Disaster Recovery, SharePoint, ITIL, Risk Management, Project Portfolio..., IT Service Management, IT Management, PMP, PMO, Business Process, Business Process..., IT Operations, Project Management, Business Process Mapping, Microsoft Word, Management, Microsoft Office, Infrastructure, Customer Service, Leadership, Team Leadership
Education
University of Scranton 2013 — 2014
Master of Business Administration (MBA), SAP-ERP
Boston University 2010 — 2011
Certificate project Management, Project management
American InterContinental University 2003 — 2006
BS, Computer Information Systems (Computer Forensics), 3.3
Katherine Pearce Katherine Pearce's Morgan Stanley Smith Barney Experience May 2010 - April 2011
Job Student at Columbia University in the City of New York
Industry Museums and Institutions
Experience
Columbia University in the City of New York September 2014 - Present
Houlihan Lokey August 2011 - August 2012
Morgan Stanley Smith Barney May 2010 - April 2011
Guggenheim Museum January 2010 - June 2010
Whitney Museum of American Art January 2010 - June 2010
Smithsonian American Art Museum August 2009 - December 2009
American University August 2009 - December 2009
Visual Resources Center August 2008 - December 2009
The Phillips Collection June 2009 - August 2009
Doyle New York June 2005 - August 2005
Skills
Microsoft Excel, Spanish, Microsoft Office, Photoshop, Adobe Creative Suite, OS X, Italian, Excel, TMS, Public Speaking, Art History, Management, Nonprofits, Social Media, Research, Event Planning, Editing, Writing
Education
Columbia University in the City of New York 2014 — 2017
Pre-Medicine/Pre-Medical Studies
American University 2008 — 2010
M.A, Art History; Modern European Art
Bates College 2003 — 2007
B.A, Art and Visual Culture
Temple University 2006 — 2006
Study Abroad, Art History/Roman History
Columbia University in the City of New York September 2014 - Present
Houlihan Lokey August 2011 - August 2012
Morgan Stanley Smith Barney May 2010 - April 2011
Guggenheim Museum January 2010 - June 2010
Whitney Museum of American Art January 2010 - June 2010
Smithsonian American Art Museum August 2009 - December 2009
American University August 2009 - December 2009
Visual Resources Center August 2008 - December 2009
The Phillips Collection June 2009 - August 2009
Doyle New York June 2005 - August 2005
Skills
Microsoft Excel, Spanish, Microsoft Office, Photoshop, Adobe Creative Suite, OS X, Italian, Excel, TMS, Public Speaking, Art History, Management, Nonprofits, Social Media, Research, Event Planning, Editing, Writing
Education
Columbia University in the City of New York 2014 — 2017
Pre-Medicine/Pre-Medical Studies
American University 2008 — 2010
M.A, Art History; Modern European Art
Bates College 2003 — 2007
B.A, Art and Visual Culture
Temple University 2006 — 2006
Study Abroad, Art History/Roman History
Erica Landskroener, CFA Erica Landskroener, CFA's Morgan Stanley Smith Barney Experience July 2008 - August 2011
Job Senior Wealth Strategy Associate at UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management, UBS Financial Services Inc February 2014 - Present
UBS Private Wealth Management, UBS Financial Services Inc August 2011 - February 2014
Morgan Stanley Smith Barney July 2008 - August 2011
Education
American University 2004 — 2008
BSBA, Finance and International Business
St. Andrew's School
UBS Private Wealth Management, UBS Financial Services Inc February 2014 - Present
UBS Private Wealth Management, UBS Financial Services Inc August 2011 - February 2014
Morgan Stanley Smith Barney July 2008 - August 2011
Education
American University 2004 — 2008
BSBA, Finance and International Business
St. Andrew's School
Thomas Young Thomas Young's Morgan Stanley Smith Barney Experience January 2010 - March 2010
Job Software Engineer
Industry Computer Software
Experience
Electronic Arts (EA) February 2014 - March 2015
Franklin Templeton Investments January 2012 - January 2014
QuinStreet April 2011 - January 2012
Morgan Stanley Smith Barney January 2010 - March 2010
Skills
Email Marketing, Google Analytics, Marketing Strategy, Advertising, SQL, Salesforce.com, Microsoft Excel, Business Development, PowerPoint, Social Media Marketing, Market Research, Analytics, Integrated Marketing, Python, Node.js, JavaScript, jQuery, Bootstrap, CSS, HTML5, GruntJS, Backbone.js, MongoDB, Github, Karma, D3.js, Git, Marketing
Education
MakerSquare 2015 — 2015
UC Berkeley Extension 2013 — 2014
Certificate Program in Marketing
University of California, Davis 2007 — 2010
Bachelor of Science (B.S.), Managerial Economics, Communications
Electronic Arts (EA) February 2014 - March 2015
Franklin Templeton Investments January 2012 - January 2014
QuinStreet April 2011 - January 2012
Morgan Stanley Smith Barney January 2010 - March 2010
Skills
Email Marketing, Google Analytics, Marketing Strategy, Advertising, SQL, Salesforce.com, Microsoft Excel, Business Development, PowerPoint, Social Media Marketing, Market Research, Analytics, Integrated Marketing, Python, Node.js, JavaScript, jQuery, Bootstrap, CSS, HTML5, GruntJS, Backbone.js, MongoDB, Github, Karma, D3.js, Git, Marketing
Education
MakerSquare 2015 — 2015
UC Berkeley Extension 2013 — 2014
Certificate Program in Marketing
University of California, Davis 2007 — 2010
Bachelor of Science (B.S.), Managerial Economics, Communications
Bob Fusaro Bob Fusaro's Morgan Stanley Smith Barney Experience September 1996 - September 2013
Job Managing Director Investment Officer, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2013 - Present
Fusaro Food Market Inc. 1995 - 2015
Morgan Stanley Smith Barney September 1996 - September 2013
Skills
Defined Benefit, Retirement Planning, Financial Advisory, Investment Strategies, Insurance
Education
College for Financial Planning 2008 — 2008
CRPC®, Retirement Planning
Adelphi University 1990 — 1993
MBA, Banking and the Financial Markets
Rensselaer Polytechnic Institute 1983 — 1987
B.S. Electrical Engineering
walt whitman high school
Wells Fargo Advisors, LLC September 2013 - Present
Fusaro Food Market Inc. 1995 - 2015
Morgan Stanley Smith Barney September 1996 - September 2013
Skills
Defined Benefit, Retirement Planning, Financial Advisory, Investment Strategies, Insurance
Education
College for Financial Planning 2008 — 2008
CRPC®, Retirement Planning
Adelphi University 1990 — 1993
MBA, Banking and the Financial Markets
Rensselaer Polytechnic Institute 1983 — 1987
B.S. Electrical Engineering
walt whitman high school
Bernard Packard's Morgan Stanley Smith Barney Experience June 1987 - June 2008
Job Captain at MCM (Munilla Construction Management)
Industry Investment Management
Experience
MCM (Munilla Construction Management) April 2015 - Present
Westrec Marina April 2014 - September 2014
Shoreline Sightseeing August 2012 - August 2013
Afreshstart 2012 - 2013
Morgan Stanley Smith Barney June 1987 - June 2008
Skills
Portfolio Management, Finance, Options, ETFs, Bonds, Management, Mutual Funds, Risk Management
Education
Andrews University
Chicago College of Advanced Traffic
Associate's degree, Transportation Law
MCM (Munilla Construction Management) April 2015 - Present
Westrec Marina April 2014 - September 2014
Shoreline Sightseeing August 2012 - August 2013
Afreshstart 2012 - 2013
Morgan Stanley Smith Barney June 1987 - June 2008
Skills
Portfolio Management, Finance, Options, ETFs, Bonds, Management, Mutual Funds, Risk Management
Education
Andrews University
Chicago College of Advanced Traffic
Associate's degree, Transportation Law
Kelli Gabriel's Morgan Stanley Smith Barney Experience January 2007 - May 2009
Job Financial Advisor at Securities America, Inc. Member FINRA/SIPC
Industry Financial Services
Experience
Securities America, Inc. Member FINRA/SIPC November 2014 - Present
MetLife August 2011 - October 2014
Shoemaker Financial January 2010 - September 2011
Morgan Stanley Smith Barney January 2007 - May 2009
Merrill Lynch January 2000 - December 2006
MassMutual Financial Group June 1994 - December 1999
Skills
Investments, Wealth Management, Insurance
Education
University of San Franciso 2009 — 2009
Masters Certificate, Internet Marketing
American University 1989 — 1991
BS, Accounting and Finance
The George Washington University 1987 — 1989
Bachelor of Science (BS), Accounting and Finance
Securities America, Inc. Member FINRA/SIPC November 2014 - Present
MetLife August 2011 - October 2014
Shoemaker Financial January 2010 - September 2011
Morgan Stanley Smith Barney January 2007 - May 2009
Merrill Lynch January 2000 - December 2006
MassMutual Financial Group June 1994 - December 1999
Skills
Investments, Wealth Management, Insurance
Education
University of San Franciso 2009 — 2009
Masters Certificate, Internet Marketing
American University 1989 — 1991
BS, Accounting and Finance
The George Washington University 1987 — 1989
Bachelor of Science (BS), Accounting and Finance
James Kahrs James Kahrs's Morgan Stanley Smith Barney Experience January 2011 - July 2011
Job Member Board of Directors at United States Transportation, Energy, and Technology Alliance
Industry Government Relations
Experience
United States Transportation, Energy, and Technology Alliance January 2014 - Present
The CONSILIO Group March 2011 - Present
Miami University July 2007 - Present
World Boating Network January 2011 - December 2013
FreeWay Solutions August 2007 - December 2012
College Republican National Committee May 2012 - November 2012
Home Depot At Home Services 2010 - July 2012
Morgan Stanley Smith Barney January 2011 - July 2011
The Institute of World Politics January 2010 - May 2010
Pepper Tree Wines September 2009 - January 2010
Skills
International Relations, Government Relations, Politics, Public Relations, Negotiation, Event Management, Excel, Word, Business Strategy, Social Media, Chinese, Event Planning, Social Media Marketing, International Business, Mandarin, Start-ups, New Business Development, Fundraising, Microsoft Word, Political Campaigns, Policy, Microsoft Excel, Public Policy, Government, Policy Analysis, Strategic Communications, Strategic Planning, Nonprofits, Legislative Relations, Public Speaking, Leadership, Grassroots Organizing, Community Outreach, Marketing, Recruiting, Analysis
Education
Institute of World Politics 2014 — 2016
Master's Degree
American University 2011 — 2011
Graduate Gateway Program, Applied Politics Program with coursework in Homeland Security
Miami University 2001 — 2005
Anthropology, Applied Cultural Anthropology/Archaeology
United States Transportation, Energy, and Technology Alliance January 2014 - Present
The CONSILIO Group March 2011 - Present
Miami University July 2007 - Present
World Boating Network January 2011 - December 2013
FreeWay Solutions August 2007 - December 2012
College Republican National Committee May 2012 - November 2012
Home Depot At Home Services 2010 - July 2012
Morgan Stanley Smith Barney January 2011 - July 2011
The Institute of World Politics January 2010 - May 2010
Pepper Tree Wines September 2009 - January 2010
Skills
International Relations, Government Relations, Politics, Public Relations, Negotiation, Event Management, Excel, Word, Business Strategy, Social Media, Chinese, Event Planning, Social Media Marketing, International Business, Mandarin, Start-ups, New Business Development, Fundraising, Microsoft Word, Political Campaigns, Policy, Microsoft Excel, Public Policy, Government, Policy Analysis, Strategic Communications, Strategic Planning, Nonprofits, Legislative Relations, Public Speaking, Leadership, Grassroots Organizing, Community Outreach, Marketing, Recruiting, Analysis
Education
Institute of World Politics 2014 — 2016
Master's Degree
American University 2011 — 2011
Graduate Gateway Program, Applied Politics Program with coursework in Homeland Security
Miami University 2001 — 2005
Anthropology, Applied Cultural Anthropology/Archaeology
Allison R. Slattery Allison R. Slattery's Morgan Stanley Smith Barney Experience May 2011 - April 2012
Job MBA Candidate at the University of Michigan Ross School of Business
Industry Human Resources
Experience
Cambridge Associates April 2014 - July 2015
Cambridge Associates June 2012 - April 2014
Morgan Stanley Smith Barney May 2011 - April 2012
Skills
College Recruiting, Interviewing Skills, Data Analysis, Professional..., Process Improvement, Quality Assurance, Investments, Quantitative Analytics
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (MBA)
American University - Kogod School of Business 2008 — 2012
Business Administration, Finance, 3.84
Cambridge Associates April 2014 - July 2015
Cambridge Associates June 2012 - April 2014
Morgan Stanley Smith Barney May 2011 - April 2012
Skills
College Recruiting, Interviewing Skills, Data Analysis, Professional..., Process Improvement, Quality Assurance, Investments, Quantitative Analytics
Education
University of Michigan - Stephen M. Ross School of Business 2015 — 2017
Master of Business Administration (MBA)
American University - Kogod School of Business 2008 — 2012
Business Administration, Finance, 3.84
Arpana Luthra's Morgan Stanley Smith Barney Experience May 2008 - August 2009
Job Customer Experience, Loyalty and Insights
Industry Management Consulting
Experience
Satmetrix Systems March 2010 - Present
Morgan Stanley Smith Barney May 2008 - August 2009
The Nielsen Company 2006 - 2007
HDFC Bank 2005 - 2006
MetLife January 2005 - March 2005
Grey Entertainment April 2004 - June 2004
Skills
Action Planning,..., Business Analysis, CRM, Market Research, Account Management, Management, Financial Analysis, Marketing, B2B, Analysis, Direct Marketing, Portfolio Management, Investments, Sales, Analytics, Customer Satisfaction, Advertising, Customer Retention, Customer Experience, SaaS, Net Promoter Score, Competitive Analysis
Education
Fore School of Management 2003 — 2005
MBA, Marketing & Finance
Sri Venkateswara College 2000 — 2003
B.A, Economics
The Air Force School
Satmetrix Systems March 2010 - Present
Morgan Stanley Smith Barney May 2008 - August 2009
The Nielsen Company 2006 - 2007
HDFC Bank 2005 - 2006
MetLife January 2005 - March 2005
Grey Entertainment April 2004 - June 2004
Skills
Action Planning,..., Business Analysis, CRM, Market Research, Account Management, Management, Financial Analysis, Marketing, B2B, Analysis, Direct Marketing, Portfolio Management, Investments, Sales, Analytics, Customer Satisfaction, Advertising, Customer Retention, Customer Experience, SaaS, Net Promoter Score, Competitive Analysis
Education
Fore School of Management 2003 — 2005
MBA, Marketing & Finance
Sri Venkateswara College 2000 — 2003
B.A, Economics
The Air Force School
Michael Brent Michael Brent's Morgan Stanley Smith Barney Experience July 2010 - July 2011
Job Regional Sales Consultant at Trinet
Industry Financial Services
Experience
Merrill Lynch September 2011 - November 2012
Morgan Stanley Smith Barney July 2010 - July 2011
Brent & Company September 2001 - July 2010
Solution.com July 2000 - June 2001
Systems and Computer Technology, Inc., September 1998 - July 2000
Actium October 1997 - September 1998
Stratmark Corporation May 1989 - October 1997
Xerox Corporation July 1986 - May 1989
Xerox Corporation April 1982 - July 1986
Xerox Corporation March 1979 - April 1982
Education
American University
BA, Government & Public Administration
London Business School
CFE, Executive Finance Program
Merrill Lynch September 2011 - November 2012
Morgan Stanley Smith Barney July 2010 - July 2011
Brent & Company September 2001 - July 2010
Solution.com July 2000 - June 2001
Systems and Computer Technology, Inc., September 1998 - July 2000
Actium October 1997 - September 1998
Stratmark Corporation May 1989 - October 1997
Xerox Corporation July 1986 - May 1989
Xerox Corporation April 1982 - July 1986
Xerox Corporation March 1979 - April 1982
Education
American University
BA, Government & Public Administration
London Business School
CFE, Executive Finance Program
Bianka McGovern Bianka McGovern's Morgan Stanley Smith Barney Experience April 2011 - April 2012
Job Director, User Experience at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters July 2014 - Present
Thomson Reuters March 2012 - Present
Morgan Stanley Smith Barney April 2011 - April 2012
Thomson Reuters September 2006 - April 2011
doublespace August 2004 - September 2006
EDV-Konzepte GBR 2000 - 2004
Plunet GmbH 2000 - 2004
Skills
UX Strategy, Cross-functional Team..., People Management, People Development, User Experience, UI Implementation..., Interaction Design, Information Architecture, Usability Testing, User Experience Design, User-centered Design, User Interface, User Interface Design, User Research, Agile Methodologies, Large Scale Systems
Education
Hochschule für angewandte Wissenschaften Würzburg-Schweinfurt 2000 — 2004
Communication Designer, Interaction Design, Data Visualization
Thomson Reuters July 2014 - Present
Thomson Reuters March 2012 - Present
Morgan Stanley Smith Barney April 2011 - April 2012
Thomson Reuters September 2006 - April 2011
doublespace August 2004 - September 2006
EDV-Konzepte GBR 2000 - 2004
Plunet GmbH 2000 - 2004
Skills
UX Strategy, Cross-functional Team..., People Management, People Development, User Experience, UI Implementation..., Interaction Design, Information Architecture, Usability Testing, User Experience Design, User-centered Design, User Interface, User Interface Design, User Research, Agile Methodologies, Large Scale Systems
Education
Hochschule für angewandte Wissenschaften Würzburg-Schweinfurt 2000 — 2004
Communication Designer, Interaction Design, Data Visualization
Evan Specter Evan Specter's Morgan Stanley Smith Barney Experience April 2006 - August 2007
Job Collaborator/Partner at Webmoxie + Garnet Creative
Industry Marketing and Advertising
Experience
Webmoxie + Garnet Creative April 2013 - Present
Webmoxie March 2011 - Present
Vedanta Society of Northern California December 2012 - February 2013
Webmarketing123 October 2011 - November 2012
Independent August 2007 - September 2011
Morgan Stanley Smith Barney April 2006 - August 2007
Motion Theater February 2005 - March 2006
Pearson Construction, Inc. August 2004 - February 2006
Traveling Jewish Theater February 2003 - June 2004
Volunteer Teachers of Dharmsala January 2001 - February 2003
Skills
Email Marketing, Digital Marketing, SEO, Lead Generation, Blogging, Copywriting, Google Analytics, Social Networking, Content Strategy, Online Advertising, Web Development, Philanthropy, Volunteer Management, Project Management, Editing, Google Apps, Event Planning, PPC, Training, Writing & Editing, Herding Cats, Tilting at Windmills, Management, Marketing, Social Media, Strategy, Marketing Strategy
Education
Amherst College 1988 — 1992
B.A., English & Religion
New Ventures West 2008 — 2009
Certificate, Integral Coaching
University of San Francisco 2008 — 2009
Coursework, Organizational Development
The Dalton School 1984 — 1988
Webmoxie + Garnet Creative April 2013 - Present
Webmoxie March 2011 - Present
Vedanta Society of Northern California December 2012 - February 2013
Webmarketing123 October 2011 - November 2012
Independent August 2007 - September 2011
Morgan Stanley Smith Barney April 2006 - August 2007
Motion Theater February 2005 - March 2006
Pearson Construction, Inc. August 2004 - February 2006
Traveling Jewish Theater February 2003 - June 2004
Volunteer Teachers of Dharmsala January 2001 - February 2003
Skills
Email Marketing, Digital Marketing, SEO, Lead Generation, Blogging, Copywriting, Google Analytics, Social Networking, Content Strategy, Online Advertising, Web Development, Philanthropy, Volunteer Management, Project Management, Editing, Google Apps, Event Planning, PPC, Training, Writing & Editing, Herding Cats, Tilting at Windmills, Management, Marketing, Social Media, Strategy, Marketing Strategy
Education
Amherst College 1988 — 1992
B.A., English & Religion
New Ventures West 2008 — 2009
Certificate, Integral Coaching
University of San Francisco 2008 — 2009
Coursework, Organizational Development
The Dalton School 1984 — 1988
Julie Speyer Julie Speyer's Morgan Stanley Smith Barney Experience August 2004 - January 2009
Job Freelance Artist
Industry Animation
Experience
Julie Speyer 2010 - Present
Morgan Stanley Smith Barney August 2004 - January 2009
Skills
Graphic Design, Animation, Photoshop, Logo Design, Illustrator, Flash, Character Animation, Illustration, 3D
Education
Academy of Art University 2010 — 2013
Masters, Animation
Art Institute of California, Los Angeles 2001 — 2004
Bachelors, Animation
University of Boulder, Colorado 1997 — 2000
Associates, Business
Windward Highschool 1991 — 1997
Diploma
Julie Speyer 2010 - Present
Morgan Stanley Smith Barney August 2004 - January 2009
Skills
Graphic Design, Animation, Photoshop, Logo Design, Illustrator, Flash, Character Animation, Illustration, 3D
Education
Academy of Art University 2010 — 2013
Masters, Animation
Art Institute of California, Los Angeles 2001 — 2004
Bachelors, Animation
University of Boulder, Colorado 1997 — 2000
Associates, Business
Windward Highschool 1991 — 1997
Diploma
Kerri Gallagher's Morgan Stanley Smith Barney Experience April 2011 - July 2011
Job Assistant Track Coach at American University
Industry Retail
Experience
American University January 2013 - Present
American Running Camp January 2013 - Present
Kaplan Test Prep and Admissions July 2010 - January 2013
Morgan Stanley Smith Barney April 2011 - July 2011
WFUV 90.7 FM March 2009 - June 2011
Skills
Teaching, Research, Microsoft Office, Editing, PowerPoint, Public Speaking, Microsoft Excel, Social Media, Bloomberg, Event Planning, Fundraising, Microsoft Word
Education
American University 2013 — 2015
Master of Science (MS), Quantitative Analysis
Fordham University, Fordham College at Rose 2007 — 2011
Bachelor of Science, Mathematics
American University January 2013 - Present
American Running Camp January 2013 - Present
Kaplan Test Prep and Admissions July 2010 - January 2013
Morgan Stanley Smith Barney April 2011 - July 2011
WFUV 90.7 FM March 2009 - June 2011
Skills
Teaching, Research, Microsoft Office, Editing, PowerPoint, Public Speaking, Microsoft Excel, Social Media, Bloomberg, Event Planning, Fundraising, Microsoft Word
Education
American University 2013 — 2015
Master of Science (MS), Quantitative Analysis
Fordham University, Fordham College at Rose 2007 — 2011
Bachelor of Science, Mathematics
Khushboo Shrestha, MBA's Morgan Stanley Smith Barney Experience August 2006 - December 2006
Job Associate Vice President at OTC Markets Group
Industry Financial Services
Experience
OTC Markets Group January 2015 - Present
OTC Markets Group February 2010 - December 2014
Pink Sheets LLC February 2008 - February 2010
Morgan Stanley Smith Barney August 2006 - December 2006
Skills
Equities, Securities, Venture Capital, Financial Analysis, Trading, Due Diligence, Bloomberg, Corporate Finance, Finance, Financial Markets, Fixed Income, Customer Service, Compliance, FINRA, Investment Banking, Options, Business Analysis, Capital Markets, Management
Education
American University - Kogod School of Business 2012 — 2014
Master of Business Administration (MBA)
Randolph-Macon Woman's College 2004 — 2008
BA, Economics (Honors), Business, Mathematics
OTC Markets Group January 2015 - Present
OTC Markets Group February 2010 - December 2014
Pink Sheets LLC February 2008 - February 2010
Morgan Stanley Smith Barney August 2006 - December 2006
Skills
Equities, Securities, Venture Capital, Financial Analysis, Trading, Due Diligence, Bloomberg, Corporate Finance, Finance, Financial Markets, Fixed Income, Customer Service, Compliance, FINRA, Investment Banking, Options, Business Analysis, Capital Markets, Management
Education
American University - Kogod School of Business 2012 — 2014
Master of Business Administration (MBA)
Randolph-Macon Woman's College 2004 — 2008
BA, Economics (Honors), Business, Mathematics
Maiia Hart Maiia Hart's Morgan Stanley Smith Barney Experience August 2007 - Present
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2007 - Present
Education
Samara State University 1995 — 1999
BA, English Language and Literature
Morgan Stanley Smith Barney August 2007 - Present
Education
Samara State University 1995 — 1999
BA, English Language and Literature
Alan Dulin, MBA, PhD Student's Morgan Stanley Smith Barney Experience 1991 - 1994
Job Technology Advisor | Leader | Organizational Change ResearchPractitioner | Coach
Industry Information Services
Experience
Fusion Alliance 2013 - Present
Microsoft 2010 - 2013
Great American Financial Resources 2007 - 2010
Microsoft 2002 - 2007
Whittman-Hart / marchFIRST 1999 - 2002
Siemens AG 1996 - 1999
Siemens 1994 - 1996
Morgan Stanley Smith Barney 1991 - 1994
Skills
Solution Selling, Business Intelligence, SharePoint, Solution Architecture, SaaS, Cloud Computing, Enterprise Software, Program Management, Business Development, Agile Methodologies, Account Management, Vendor Management, Integration, Business Analysis, CRM, Change Management, Insurance, Software Development, Leadership, Strategic Planning, Sales Management, Contract Negotiation, Outsourcing, Banking, Executive Management, Sales, Analytics, Business Process..., Management Consulting, Software Project..., Team Leadership, Risk Management, Strategic Partnerships, SDLC, Business Strategy, IT Strategy, Enterprise Architecture, Professional Services, Partner Management, Business Process, Project Management, Direct Sales, Team Management, New Business Development, Cross-functional Team..., Financial Services, Process Improvement, Product Management, Management, Strategy
Education
Xavier University - Williams College of Business 2006 — 2009
MBA, Business
Antioch University-PhD Program in Leadership and Change 2014 — 2017
Doctor of Philosophy (Ph.D.), Organizational Leadership and Change
Xavier University 1990 — 1995
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
Fusion Alliance 2013 - Present
Microsoft 2010 - 2013
Great American Financial Resources 2007 - 2010
Microsoft 2002 - 2007
Whittman-Hart / marchFIRST 1999 - 2002
Siemens AG 1996 - 1999
Siemens 1994 - 1996
Morgan Stanley Smith Barney 1991 - 1994
Skills
Solution Selling, Business Intelligence, SharePoint, Solution Architecture, SaaS, Cloud Computing, Enterprise Software, Program Management, Business Development, Agile Methodologies, Account Management, Vendor Management, Integration, Business Analysis, CRM, Change Management, Insurance, Software Development, Leadership, Strategic Planning, Sales Management, Contract Negotiation, Outsourcing, Banking, Executive Management, Sales, Analytics, Business Process..., Management Consulting, Software Project..., Team Leadership, Risk Management, Strategic Partnerships, SDLC, Business Strategy, IT Strategy, Enterprise Architecture, Professional Services, Partner Management, Business Process, Project Management, Direct Sales, Team Management, New Business Development, Cross-functional Team..., Financial Services, Process Improvement, Product Management, Management, Strategy
Education
Xavier University - Williams College of Business 2006 — 2009
MBA, Business
Antioch University-PhD Program in Leadership and Change 2014 — 2017
Doctor of Philosophy (Ph.D.), Organizational Leadership and Change
Xavier University 1990 — 1995
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies
John Meitner, CFP ®'s Morgan Stanley Smith Barney Experience 1997 - 2009
Job www.johnmeitner.com
Industry Financial Services
Experience
www.johnmeitner.com June 2009 - Present
Morgan Stanley Smith Barney 1997 - 2009
Skills
Wealth Management, Estate Planning, Retirement Planning, Finance, Investments, Series 7, Financial Planning, Asset Allocation, Mutual Funds, Series 63, Financial Services, Portfolio Management, Asset Management
Education
Adelphi University
Master of Business Administration (M.B.A.), Finance, General
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science (BS), Finance and Accounting
City University of New York-Baruch College
Accounting
www.johnmeitner.com June 2009 - Present
Morgan Stanley Smith Barney 1997 - 2009
Skills
Wealth Management, Estate Planning, Retirement Planning, Finance, Investments, Series 7, Financial Planning, Asset Allocation, Mutual Funds, Series 63, Financial Services, Portfolio Management, Asset Management
Education
Adelphi University
Master of Business Administration (M.B.A.), Finance, General
University of New Hampshire - Whittemore School of Business and Economics
Bachelor of Science (BS), Finance and Accounting
City University of New York-Baruch College
Accounting
Michelle Cook Michelle Cook's Morgan Stanley Smith Barney Experience September 2010 - May 2015
Job Registered Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2015 - Present
Morgan Stanley Smith Barney September 2010 - May 2015
U.S. Census Bureau April 2010 - August 2010
Morgan Stanley Smith Barney May 1993 - July 2009
Education
Alma College 1983 — 1987
BA, Business Administration
Merrill Lynch May 2015 - Present
Morgan Stanley Smith Barney September 2010 - May 2015
U.S. Census Bureau April 2010 - August 2010
Morgan Stanley Smith Barney May 1993 - July 2009
Education
Alma College 1983 — 1987
BA, Business Administration
Maxim Tumakaev's Morgan Stanley Smith Barney Experience August 2009 - September 2014
Job BNP Paribas
Industry Information Technology and Services
Experience
BNP Paribas October 2014 - Present
Morgan Stanley Smith Barney August 2009 - September 2014
Net@Work June 2006 - August 2009
Globexbank May 2003 - March 2006
State Tax Committee September 2001 - March 2003
Skills
Cisco Technologies, Switches, Network Engineering, WAN, Firewalls, Network Security, TCP/IP, Active Directory, VPN, Troubleshooting, DNS, CCNA, .NET, Security, Routers, Cisco Routers, BGP, Networking, Cisco Certified, OSPF, SAN, Cisco IOS, EIGRP, Network Administration, Technical Architecture, Routing, Juniper, Network Architecture, Vendor Management, Cisco Nexus, Data Center, Disaster Recovery
Education
Taškentskij Elektrotehniceskij Universitet Svjazi 1997 — 2001
bachelor, telecommunication systems of data transfer
BNP Paribas October 2014 - Present
Morgan Stanley Smith Barney August 2009 - September 2014
Net@Work June 2006 - August 2009
Globexbank May 2003 - March 2006
State Tax Committee September 2001 - March 2003
Skills
Cisco Technologies, Switches, Network Engineering, WAN, Firewalls, Network Security, TCP/IP, Active Directory, VPN, Troubleshooting, DNS, CCNA, .NET, Security, Routers, Cisco Routers, BGP, Networking, Cisco Certified, OSPF, SAN, Cisco IOS, EIGRP, Network Administration, Technical Architecture, Routing, Juniper, Network Architecture, Vendor Management, Cisco Nexus, Data Center, Disaster Recovery
Education
Taškentskij Elektrotehniceskij Universitet Svjazi 1997 — 2001
bachelor, telecommunication systems of data transfer
Noorin Pirmohamed Nelson Noorin Pirmohamed Nelson's Morgan Stanley Smith Barney Experience January 2010 - November 2012
Job Manager at US Federal Government
Industry Management Consulting
Experience
US Federal Government December 2014 - Present
Booz Allen Hamilton September 2011 - December 2014
Morgan Stanley Smith Barney January 2010 - November 2012
Booz Allen Hamilton May 2009 - August 2010
Defense Intelligence Agency 2007 - 2009
Overseas Private Investment Corp (OPIC), 2007 - 2008
National Security Council Foundation 2006 - 2007
Skills
Risk Management, Analysis, Portfolio Management, Investments, Strategy, Finance, Economics, Strategic Financial..., Equities, Financial Analysis, Corporate Finance, Management Consulting, Due Diligence, Business Strategy, Valuation, Policy, Market Research, Intelligence, Strategic Communications, Briefing, Journalism, Public Speaking, Critical Thinking, Terrorism, Organizational..., Federal Agencies, HUMINT, Congressional testimony, Business Planning, International Relations, Financial Planning
Education
American University - Kogod School of Business 2007 — 2009
MBA, Finance
American University 2006 — 2008
MA, International Affairs
Loyola University Maryland 2002 — 2006
German
Notre Dame of Maryland University 2002 — 2006
BA + 2, German, French, and Poli Sci
US Federal Government December 2014 - Present
Booz Allen Hamilton September 2011 - December 2014
Morgan Stanley Smith Barney January 2010 - November 2012
Booz Allen Hamilton May 2009 - August 2010
Defense Intelligence Agency 2007 - 2009
Overseas Private Investment Corp (OPIC), 2007 - 2008
National Security Council Foundation 2006 - 2007
Skills
Risk Management, Analysis, Portfolio Management, Investments, Strategy, Finance, Economics, Strategic Financial..., Equities, Financial Analysis, Corporate Finance, Management Consulting, Due Diligence, Business Strategy, Valuation, Policy, Market Research, Intelligence, Strategic Communications, Briefing, Journalism, Public Speaking, Critical Thinking, Terrorism, Organizational..., Federal Agencies, HUMINT, Congressional testimony, Business Planning, International Relations, Financial Planning
Education
American University - Kogod School of Business 2007 — 2009
MBA, Finance
American University 2006 — 2008
MA, International Affairs
Loyola University Maryland 2002 — 2006
German
Notre Dame of Maryland University 2002 — 2006
BA + 2, German, French, and Poli Sci
Alexander Hayes Alexander Hayes's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Business Development at Alinea, Next Restaurant, The Aviary
Industry Food & Beverages
Experience
Alinea, Next Restaurant, The Aviary May 2014 - Present
Booz & Company October 2011 - May 2014
Target June 2010 - August 2010
Accenture March 2010 - June 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Hillel 2008 - 2009
Skills
Financial Modeling, Business Strategy, Strategy, Management Consulting, Valuation, Data Analysis, Business Process..., Business Process, Business Transformation, Outsourcing, Program Management, Operating Models, Organizational Design, Strategic Consulting, Analytics, Market Entry, Financial Services, Growth Strategies, Acquisition Integration, Mergers & Acquisitions, Consulting, Economics, Business Process Design, Due Diligence, Private Equity, Corporate Development
Education
Northwestern University 2007 — 2011
BA, Economics
Germantown Friends Highschool 2004 — 2007
University of Peloponnese
Alinea, Next Restaurant, The Aviary May 2014 - Present
Booz & Company October 2011 - May 2014
Target June 2010 - August 2010
Accenture March 2010 - June 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Hillel 2008 - 2009
Skills
Financial Modeling, Business Strategy, Strategy, Management Consulting, Valuation, Data Analysis, Business Process..., Business Process, Business Transformation, Outsourcing, Program Management, Operating Models, Organizational Design, Strategic Consulting, Analytics, Market Entry, Financial Services, Growth Strategies, Acquisition Integration, Mergers & Acquisitions, Consulting, Economics, Business Process Design, Due Diligence, Private Equity, Corporate Development
Education
Northwestern University 2007 — 2011
BA, Economics
Germantown Friends Highschool 2004 — 2007
University of Peloponnese
Shyamal Rao Palli Shyamal Rao Palli's Morgan Stanley Smith Barney Experience January 2011 - December 2013
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley Smith Barney January 2011 - December 2013
Morgan Stanley Smith Barney March 2010 - December 2010
Morgan Stanley Smith Barney July 2009 - March 2010
Polaris Software Lab May 2009 - July 2009
Citigroup July 2008 - June 2009
Advanced Academic Programs, Johns Hopkins University January 2007 - December 2007
Office of Academic Advising, Johns Hopkins University September 2006 - December 2007
STS, Johns Hopkins University November 2006 - January 2007
Hopkins One, Johns Hopkins University September 2006 - November 2006
Skills
Software Development, SOA, Web Services, Business Analysis, SDLC, Requirements Analysis, Databases, XML, Data Analysis, Programming, Software Project..., Solution Architecture, Software Engineering, Agile Project Management, Testing, Software Design, Data Mining, Mobile Applications, Technical Management, Offshore Project..., Agile Methodologies, Technology Development, Technical Architecture, Mobile Technology, Information Architecture, Solutions Development, Information Retrieval, Resource Management, Strategic Planning, Data Architecture, Project Management, General Management, Program Management, Shared Services, Team Management, Hiring, Mentoring, Teaching, Wealth Management, Cross-functional Team..., IT Strategy, Financial Analysis, Financial Data..., Technical Writing, Big Data Analytics, Large-scale Data..., Technical Data Analysis, Data Analytics, Business Strategy, Database Design
Education
The Johns Hopkins University 2006 — 2008
MSE, Computer Science
Anna University 2002 — 2006
B.Tech, Information Technology
DAV CBSE Moggapiar 2000 — 2002
Grade 12, Maths, Physics, Chemistry, Biology
Sainik School Amaravathi Nagar 1995 — 2000
Grade 10, Maths, Science, Social Science, Hindi and English
Morgan Stanley January 2014 - Present
Morgan Stanley Smith Barney January 2011 - December 2013
Morgan Stanley Smith Barney March 2010 - December 2010
Morgan Stanley Smith Barney July 2009 - March 2010
Polaris Software Lab May 2009 - July 2009
Citigroup July 2008 - June 2009
Advanced Academic Programs, Johns Hopkins University January 2007 - December 2007
Office of Academic Advising, Johns Hopkins University September 2006 - December 2007
STS, Johns Hopkins University November 2006 - January 2007
Hopkins One, Johns Hopkins University September 2006 - November 2006
Skills
Software Development, SOA, Web Services, Business Analysis, SDLC, Requirements Analysis, Databases, XML, Data Analysis, Programming, Software Project..., Solution Architecture, Software Engineering, Agile Project Management, Testing, Software Design, Data Mining, Mobile Applications, Technical Management, Offshore Project..., Agile Methodologies, Technology Development, Technical Architecture, Mobile Technology, Information Architecture, Solutions Development, Information Retrieval, Resource Management, Strategic Planning, Data Architecture, Project Management, General Management, Program Management, Shared Services, Team Management, Hiring, Mentoring, Teaching, Wealth Management, Cross-functional Team..., IT Strategy, Financial Analysis, Financial Data..., Technical Writing, Big Data Analytics, Large-scale Data..., Technical Data Analysis, Data Analytics, Business Strategy, Database Design
Education
The Johns Hopkins University 2006 — 2008
MSE, Computer Science
Anna University 2002 — 2006
B.Tech, Information Technology
DAV CBSE Moggapiar 2000 — 2002
Grade 12, Maths, Physics, Chemistry, Biology
Sainik School Amaravathi Nagar 1995 — 2000
Grade 10, Maths, Science, Social Science, Hindi and English
Kenneth Heyman, CFP Kenneth Heyman, CFP's Morgan Stanley Smith Barney Experience March 1982 - May 2012
Job Senior Vice PresidentWealth Management at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services May 2012 - Present
Morgan Stanley Smith Barney March 1982 - May 2012
JC Penney 1972 - 1982
Education
American University 1967 — 1972
BSBA, Marketing
UBS Financial Services May 2012 - Present
Morgan Stanley Smith Barney March 1982 - May 2012
JC Penney 1972 - 1982
Education
American University 1967 — 1972
BSBA, Marketing
Richard Zorena Richard Zorena's Morgan Stanley Smith Barney Experience December 2005 - April 2009
Job First Vice President Wealth Management Certified Financial Planner®
Industry Financial Services
Experience
UBS Wealth Management April 2009 - Present
Morgan Stanley Smith Barney December 2005 - April 2009
Legg Mason September 1989 - December 2005
Education
Allegheny College 1981 — 1985
B.S., Economics
Notre Dame High School 1977 — 1981
UBS Wealth Management April 2009 - Present
Morgan Stanley Smith Barney December 2005 - April 2009
Legg Mason September 1989 - December 2005
Education
Allegheny College 1981 — 1985
B.S., Economics
Notre Dame High School 1977 — 1981
Sheena Busch's Morgan Stanley Smith Barney Experience April 2009 - September 2014
Job Branch Manager Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
Morgan Stanley Smith Barney April 2009 - September 2014
UBS April 2008 - May 2009
Homecare Homebase February 2007 - May 2008
Encompass Home Health July 2006 - February 2007
Skills
Account Management, Marketing, PowerPoint, Customer Service, Financial Analysis, Leadership, Marketing Strategy, Microsoft Excel, Sales, Salesforce.com, Strategic Planning, Business Development, Data Analysis, Market Research
Education
Abilene Christian University 2002 — 2006
Bachelor of Business Administration, Marketing
Morgan Stanley September 2014 - Present
Morgan Stanley Smith Barney April 2009 - September 2014
UBS April 2008 - May 2009
Homecare Homebase February 2007 - May 2008
Encompass Home Health July 2006 - February 2007
Skills
Account Management, Marketing, PowerPoint, Customer Service, Financial Analysis, Leadership, Marketing Strategy, Microsoft Excel, Sales, Salesforce.com, Strategic Planning, Business Development, Data Analysis, Market Research
Education
Abilene Christian University 2002 — 2006
Bachelor of Business Administration, Marketing
Jared Podnos, CFA Jared Podnos, CFA's Morgan Stanley Smith Barney Experience June 2003 - August 2003
Job Enterprise Financial Data Partnerships at Twitter
Industry Financial Services
Experience
Twitter January 2015 - Present
FactSet Research Systems September 2009 - January 2015
FactSet Research Systems September 2006 - September 2009
Perdiue Group, a division of Benjamin & Jerold, LLC July 2004 - August 2005
Morgan Stanley Smith Barney June 2003 - August 2003
Skills
New Business Development, Strategic Partnerships, Management, Equities, Negotiation, Financial Modeling, Business Strategy, Networking, Finance, Financial Analysis, Entrepreneurship, Mergers & Acquisitions, Investments, Strategy, Project Management, Hedge Funds, Business Development
Education
Indiana University - Kelley School of Business 2002 — 2006
BA, Finance - Real Estate
LUISS Business School 2005 — 2005
Business, Art, History
Livingston High School 1998 — 2002
Twitter January 2015 - Present
FactSet Research Systems September 2009 - January 2015
FactSet Research Systems September 2006 - September 2009
Perdiue Group, a division of Benjamin & Jerold, LLC July 2004 - August 2005
Morgan Stanley Smith Barney June 2003 - August 2003
Skills
New Business Development, Strategic Partnerships, Management, Equities, Negotiation, Financial Modeling, Business Strategy, Networking, Finance, Financial Analysis, Entrepreneurship, Mergers & Acquisitions, Investments, Strategy, Project Management, Hedge Funds, Business Development
Education
Indiana University - Kelley School of Business 2002 — 2006
BA, Finance - Real Estate
LUISS Business School 2005 — 2005
Business, Art, History
Livingston High School 1998 — 2002
William Changpradith William Changpradith's Morgan Stanley Smith Barney Experience June 1999 - February 2001
Job Marketing Associate at Sysco Los Angeles
Industry Food & Beverages
Experience
Sysco June 2015 - Present
Four Seasons Hotels and Resorts December 2013 - July 2015
Hua Seng Heng Commoditas Co., Ltd. October 2009 - September 2013
PT. Millennium Penata Futures November 2004 - November 2007
DTAC November 2003 - October 2004
Dusit International October 2002 - October 2003
Sunglass Hut February 2000 - April 2001
Morgan Stanley Smith Barney June 1999 - February 2001
Golden Bear Golf Center October 1997 - May 1999
Skills
Analysis, Logistics, Microsoft Office, Communication Skills, Team Building, Public Speaking, Marketing, Leadership, Strategy, Management, Training, Hospitality, Business Strategy, Marketing Strategy, Sales, Hospitality Management, Hospitality Industry, Market Research, Strategic Planning, Negotiation
Education
Sasin Graduate Institute of Business Administration of Chulalongkorn University 2007 — 2009
Master of Business Administration (MBA), Finance and International Business
University of California, Riverside 1997 — 2001
BA, Industrial and Organizational Psychology, Economics
Sysco June 2015 - Present
Four Seasons Hotels and Resorts December 2013 - July 2015
Hua Seng Heng Commoditas Co., Ltd. October 2009 - September 2013
PT. Millennium Penata Futures November 2004 - November 2007
DTAC November 2003 - October 2004
Dusit International October 2002 - October 2003
Sunglass Hut February 2000 - April 2001
Morgan Stanley Smith Barney June 1999 - February 2001
Golden Bear Golf Center October 1997 - May 1999
Skills
Analysis, Logistics, Microsoft Office, Communication Skills, Team Building, Public Speaking, Marketing, Leadership, Strategy, Management, Training, Hospitality, Business Strategy, Marketing Strategy, Sales, Hospitality Management, Hospitality Industry, Market Research, Strategic Planning, Negotiation
Education
Sasin Graduate Institute of Business Administration of Chulalongkorn University 2007 — 2009
Master of Business Administration (MBA), Finance and International Business
University of California, Riverside 1997 — 2001
BA, Industrial and Organizational Psychology, Economics
Daniel O'Shea, CRPS® Daniel O'Shea, CRPS®'s Morgan Stanley Smith Barney Experience May 2009 - March 2012
Job Regional Vice President Investment Only Division at Columbia Threadneedle Investments, US
Industry Investment Management
Experience
Columbia Threadneedle Investments, US May 2015 - Present
IBG Financial Partners, LLC March 2012 - May 2015
Morgan Stanley Smith Barney May 2009 - March 2012
UBS Wealth Management March 2008 - May 2009
A.G. Edwards & Sons, Inc. 2007 - 2008
Skills
Retirement Planning, Investments, Series 7, Strategic Financial..., Financial Advisory, Finance, 401k, Mutual Funds, Alternative Investments, Asset Allocation, Series 66, Series 31
Education
Amherst College 2003 — 2007
Bachelor of Arts, Political Science
Columbia Threadneedle Investments, US May 2015 - Present
IBG Financial Partners, LLC March 2012 - May 2015
Morgan Stanley Smith Barney May 2009 - March 2012
UBS Wealth Management March 2008 - May 2009
A.G. Edwards & Sons, Inc. 2007 - 2008
Skills
Retirement Planning, Investments, Series 7, Strategic Financial..., Financial Advisory, Finance, 401k, Mutual Funds, Alternative Investments, Asset Allocation, Series 66, Series 31
Education
Amherst College 2003 — 2007
Bachelor of Arts, Political Science
Alexa Russo Alexa Russo's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan November 2014 - Present
J.P. Morgan June 2013 - October 2014
Fulbright U.S. Student Program August 2012 - June 2013
J.P. Morgan June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Council on International Educational Exchange May 2009 - July 2009
Cross Cultural Solutions July 2008 - August 2008
The Dalton School June 2008 - June 2008
Scholar Rescue Fund April 2008 - June 2008
Institute of International Education July 2007 - August 2007
Skills
Research, Microsoft Excel, Public Speaking, Teaching, Editing
Education
Amherst College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Religion, GPA 3.99
Antioch University: Antioch Education Abroad
J.P. Morgan November 2014 - Present
J.P. Morgan June 2013 - October 2014
Fulbright U.S. Student Program August 2012 - June 2013
J.P. Morgan June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Council on International Educational Exchange May 2009 - July 2009
Cross Cultural Solutions July 2008 - August 2008
The Dalton School June 2008 - June 2008
Scholar Rescue Fund April 2008 - June 2008
Institute of International Education July 2007 - August 2007
Skills
Research, Microsoft Excel, Public Speaking, Teaching, Editing
Education
Amherst College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Religion, GPA 3.99
Antioch University: Antioch Education Abroad
Elise Benham Elise Benham's Morgan Stanley Smith Barney Experience May 2006 - August 2006
Job Associate Buyer
Industry Retail
Experience
Family Dollar September 2014 - Present
Family Dollar March 2012 - August 2014
Target October 2011 - March 2012
Alpine Pro China Ltd. June 2011 - August 2011
Target May 2010 - August 2010
Martha Guy Summer Institute May 2009 - August 2009
Carolina Country Club May 2008 - August 2008
Morgan Stanley Smith Barney May 2006 - August 2006
Centralized Showing Service May 2005 - September 2005
Skills
Retail, Sales, Inventory Management, Customer Service, Merchandising, Management, Leadership, Purchasing, Public Speaking, Negotiation, Team Leadership, Project Planning, Pricing, Recruiting, Training, Apparel, Sourcing, Social Media, PowerPoint, Teamwork, Profit, Store Management
Education
Appalachian State University 2007 — 2011
BS in Business Administration, Marketing and Management
Jessie O. Sanderson High School 2003 — 2007
Ligon G.T. Magnet Middle School 2001 — 2003
West Millbrook Middle School 2000 — 2001
Family Dollar September 2014 - Present
Family Dollar March 2012 - August 2014
Target October 2011 - March 2012
Alpine Pro China Ltd. June 2011 - August 2011
Target May 2010 - August 2010
Martha Guy Summer Institute May 2009 - August 2009
Carolina Country Club May 2008 - August 2008
Morgan Stanley Smith Barney May 2006 - August 2006
Centralized Showing Service May 2005 - September 2005
Skills
Retail, Sales, Inventory Management, Customer Service, Merchandising, Management, Leadership, Purchasing, Public Speaking, Negotiation, Team Leadership, Project Planning, Pricing, Recruiting, Training, Apparel, Sourcing, Social Media, PowerPoint, Teamwork, Profit, Store Management
Education
Appalachian State University 2007 — 2011
BS in Business Administration, Marketing and Management
Jessie O. Sanderson High School 2003 — 2007
Ligon G.T. Magnet Middle School 2001 — 2003
West Millbrook Middle School 2000 — 2001
Ian H. Hutchison's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Human Factors & Ergonomics Specialist at Herman Miller
Industry Furniture
Experience
Herman Miller 2013 - Present
Ransome CAT August 2011 - November 2012
Nord Anglia Education August 2010 - July 2011
Susquehanna University September 2009 - May 2010
Urban Outfitters August 2008 - December 2009
Morgan Stanley Smith Barney June 2009 - August 2009
Omega Design Corporation June 2007 - August 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Event Planning, Social Media, Sales, Public Speaking, Leadership, Public Relations, Marketing, Research, Marketing Strategy, Teamwork, Strategic Planning, Community Outreach, B2B, Training, Market Research, Budgets, Project Management, New Business Development, Management, Team Building, Team Leadership
Education
Susquehanna University 2006 — 2010
Bachelor of Science (B.S.), Global Management, Economics
Susquehanna University 2009 — 2009
Study Abroad London Program, Global Management
University of Macau 2008 — 2009
Bachelor of Science (BS), Global Management
Herman Miller 2013 - Present
Ransome CAT August 2011 - November 2012
Nord Anglia Education August 2010 - July 2011
Susquehanna University September 2009 - May 2010
Urban Outfitters August 2008 - December 2009
Morgan Stanley Smith Barney June 2009 - August 2009
Omega Design Corporation June 2007 - August 2008
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Customer Service, Microsoft Word, Event Planning, Social Media, Sales, Public Speaking, Leadership, Public Relations, Marketing, Research, Marketing Strategy, Teamwork, Strategic Planning, Community Outreach, B2B, Training, Market Research, Budgets, Project Management, New Business Development, Management, Team Building, Team Leadership
Education
Susquehanna University 2006 — 2010
Bachelor of Science (B.S.), Global Management, Economics
Susquehanna University 2009 — 2009
Study Abroad London Program, Global Management
University of Macau 2008 — 2009
Bachelor of Science (BS), Global Management
Michael J. Garner Michael J. Garner's Morgan Stanley Smith Barney Experience April 2010 - March 2014
Job Vice President, Associate Complex Manager, Morgan Stanley Wealth Management, Central CA and Las Vegas
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2015 - Present
Morgan Stanley Wealth Management March 2014 - June 2015
Morgan Stanley Smith Barney April 2010 - March 2014
Charles Schwab September 2006 - April 2010
Fidelity Investments September 1998 - July 2006
Skills
Risk Management, Investments, Investment Management, Financial Advisory, Business Development, Portfolio Management, Training, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Financial Services, Series 63, Strategic Financial..., Retirement Planning, Asset Management, Alternative Investments, Series 7, Securities, Equities, Finance, Uniform Combined State..., FINRA, Series 65, Investment Strategies
Education
The University of Texas at Arlington 1995 — 1998
Mathematics
Angelo State University 1993 — 1995
Mathematics
College for Financial Planning
AAMS, Accredited Asset Management Specialist
College for Financial Planning
AWMA, Accredited Wealth Management Advisor
Kaplan University
WMS, Wealth Management Specialist
Morgan Stanley Wealth Management July 2015 - Present
Morgan Stanley Wealth Management March 2014 - June 2015
Morgan Stanley Smith Barney April 2010 - March 2014
Charles Schwab September 2006 - April 2010
Fidelity Investments September 1998 - July 2006
Skills
Risk Management, Investments, Investment Management, Financial Advisory, Business Development, Portfolio Management, Training, Mutual Funds, Wealth Management, Investment Advisory, Asset Allocation, Financial Services, Series 63, Strategic Financial..., Retirement Planning, Asset Management, Alternative Investments, Series 7, Securities, Equities, Finance, Uniform Combined State..., FINRA, Series 65, Investment Strategies
Education
The University of Texas at Arlington 1995 — 1998
Mathematics
Angelo State University 1993 — 1995
Mathematics
College for Financial Planning
AAMS, Accredited Asset Management Specialist
College for Financial Planning
AWMA, Accredited Wealth Management Advisor
Kaplan University
WMS, Wealth Management Specialist
Matthew M. Warter's Morgan Stanley Smith Barney Experience November 2006 - February 2009
Job Regional Director at Russell Investments
Industry Financial Services
Experience
Russell Investments July 2014 - Present
Russell Investments September 2010 - July 2014
Seattle University September 2011 - June 2014
Toastmasters International March 2012 - March 2013
Hyprotek Inc January 2010 - August 2010
Gonzaga University September 2009 - August 2010
Gonzaga University August 2009 - August 2010
Purcell Systems January 2010 - May 2010
Morgan Stanley Smith Barney November 2006 - February 2009
US Bank October 2005 - August 2006
Skills
Portfolio Management, Investments, Valuation, Financial Analysis, Customer Relations, Excel, Market Research, Business Strategy, Financial Modeling, Marketing Strategy, New Business Development, Salesforce.com, Competitive Analysis, Strategy, Asset Management, Entrepreneurship, Financial Advisory, Mutual Funds, Integrated Marketing, Start-ups, Risk Management, Hedge Funds, Wealth Management, Asset Allocation, Alternative Investments, Capital Markets
Education
University of California, San Diego 2015 — 2017
Certificate, Spanish Language and Literature
San Diego State University-California State University 2015 — 2016
Professional Certificate in the Business of Wine
Seattle University 2011 — 2014
Master of Science (M.S.), Finance
Gonzaga University Graduate School of Business
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Western Washington University
Bachelor of Arts (B.A.), Business Administration, Major: Finance, Minors: Economics and Accounting
Russell Investments July 2014 - Present
Russell Investments September 2010 - July 2014
Seattle University September 2011 - June 2014
Toastmasters International March 2012 - March 2013
Hyprotek Inc January 2010 - August 2010
Gonzaga University September 2009 - August 2010
Gonzaga University August 2009 - August 2010
Purcell Systems January 2010 - May 2010
Morgan Stanley Smith Barney November 2006 - February 2009
US Bank October 2005 - August 2006
Skills
Portfolio Management, Investments, Valuation, Financial Analysis, Customer Relations, Excel, Market Research, Business Strategy, Financial Modeling, Marketing Strategy, New Business Development, Salesforce.com, Competitive Analysis, Strategy, Asset Management, Entrepreneurship, Financial Advisory, Mutual Funds, Integrated Marketing, Start-ups, Risk Management, Hedge Funds, Wealth Management, Asset Allocation, Alternative Investments, Capital Markets
Education
University of California, San Diego 2015 — 2017
Certificate, Spanish Language and Literature
San Diego State University-California State University 2015 — 2016
Professional Certificate in the Business of Wine
Seattle University 2011 — 2014
Master of Science (M.S.), Finance
Gonzaga University Graduate School of Business
Master of Business Administration (M.B.A.), Finance and Entrepreneurship
Western Washington University
Bachelor of Arts (B.A.), Business Administration, Major: Finance, Minors: Economics and Accounting
Carlos Sanabria's Morgan Stanley Smith Barney Experience September 2010 - March 2011
Job Research Analyst, Prudential Investments
Industry Financial Services
Experience
Prudential Financial September 2013 - Present
Prudential Financial November 2012 - June 2013
American University Student Managed Investment Fund (SMIF) August 2012 - May 2013
Tercon Consulting June 2012 - October 2012
Morgan Stanley Smith Barney September 2010 - March 2011
Skills
Spanish-proficient, MS Office Suite, Microsoft Office, Investments, Equities, Bloomberg Terminal, Financial Modeling, Due Diligence, Fixed Income, Equity Research, Quantitative Analytics
Education
American University 2009 — 2013
Bachelor of Science (BS), Finance
American University 2009 — 2013
Bachelor of Arts (BA), Political Science and Government
Prudential Financial September 2013 - Present
Prudential Financial November 2012 - June 2013
American University Student Managed Investment Fund (SMIF) August 2012 - May 2013
Tercon Consulting June 2012 - October 2012
Morgan Stanley Smith Barney September 2010 - March 2011
Skills
Spanish-proficient, MS Office Suite, Microsoft Office, Investments, Equities, Bloomberg Terminal, Financial Modeling, Due Diligence, Fixed Income, Equity Research, Quantitative Analytics
Education
American University 2009 — 2013
Bachelor of Science (BS), Finance
American University 2009 — 2013
Bachelor of Arts (BA), Political Science and Government
David Sanctis David Sanctis's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Credit Servicing Representative at Bank of America
Industry Financial Services
Experience
Bank of America February 2012 - Present
Accenture Credit Services June 2011 - February 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Finance, Investments, Analysis, Access, Retirement Planning, Business Development, Financial Analysis, Banking, Budgets, Microsoft Excel, Strategic Planning, Corporate Finance, Sales, Financial Risk
Education
Appalachian State University 2010 — 2011
Masters, Business Administration
Wingate University 2006 — 2010
Bachelors, Finance, Management
Bank of America February 2012 - Present
Accenture Credit Services June 2011 - February 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Finance, Investments, Analysis, Access, Retirement Planning, Business Development, Financial Analysis, Banking, Budgets, Microsoft Excel, Strategic Planning, Corporate Finance, Sales, Financial Risk
Education
Appalachian State University 2010 — 2011
Masters, Business Administration
Wingate University 2006 — 2010
Bachelors, Finance, Management
Salvatore Fasciano Salvatore Fasciano's Morgan Stanley Smith Barney Experience October 2006 - March 2009
Job Financial Advisor at Brighton Securities
Industry Financial Services
Experience
Brighton Securities October 2011 - Present
HSBC Securities March 2009 - October 2011
Morgan Stanley Smith Barney October 2006 - March 2009
Skills
Series 7, Retirement, Estate Planning, Retirement Planning, Mutual Funds, IRAs, Asset Allocation, Securities, Series 63, Wealth Management, Finance, Strategic Financial..., Series 65, Investment Strategies
Education
Alfred State College - SUNY College of Technology
Associate of Arts and Sciences (AAS)
Greece Athena
Regents
Brighton Securities October 2011 - Present
HSBC Securities March 2009 - October 2011
Morgan Stanley Smith Barney October 2006 - March 2009
Skills
Series 7, Retirement, Estate Planning, Retirement Planning, Mutual Funds, IRAs, Asset Allocation, Securities, Series 63, Wealth Management, Finance, Strategic Financial..., Series 65, Investment Strategies
Education
Alfred State College - SUNY College of Technology
Associate of Arts and Sciences (AAS)
Greece Athena
Regents
Llewelyn J. Carroll's Morgan Stanley Smith Barney Experience 1982 - 1985
Job Real Estate/Investment Broker based in Buenos Aires & NY for Investment in So.American Condo/GatedCommunity/Homes.
Industry Real Estate
Experience
Prudential Douglas Elliman 2010 - Present
English Proficiency for Pilots 2010 - 2012
Brown Harris Stevens March 1999 - 2010
Carroll Real Estate Group 1993 - 1999
The Corcoran Group 1989 - 1993
Morgan Stanley Smith Barney 1982 - 1985
US Trust 1980 - 1982
Merrill Lynch 1977 - 1980
Skills
Condos, Sellers, Investments, Investment Properties, Real Estate, FLuent in Spanish,..., Property
Education
Adelphi University
MBA, International Banking
La Sorbonne
French Literature
Universite Laval, Quebec, Canada
French Literature, Masters Degree in French Literature
University of Houston
B.A., French Literature, Minor in Spanish
Prudential Douglas Elliman 2010 - Present
English Proficiency for Pilots 2010 - 2012
Brown Harris Stevens March 1999 - 2010
Carroll Real Estate Group 1993 - 1999
The Corcoran Group 1989 - 1993
Morgan Stanley Smith Barney 1982 - 1985
US Trust 1980 - 1982
Merrill Lynch 1977 - 1980
Skills
Condos, Sellers, Investments, Investment Properties, Real Estate, FLuent in Spanish,..., Property
Education
Adelphi University
MBA, International Banking
La Sorbonne
French Literature
Universite Laval, Quebec, Canada
French Literature, Masters Degree in French Literature
University of Houston
B.A., French Literature, Minor in Spanish
Dave Renko Dave Renko's Morgan Stanley Smith Barney Experience October 2006 - July 2009
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management July 2013 - March 2015
Bank of America Merrill Lynch May 2011 - July 2013
Cannon Financial Institute May 2010 - June 2011
Morgan Stanley Smith Barney October 2006 - July 2009
Smith Barney April 2000 - November 2003
Smith Barney May 1998 - April 2000
Smith Barney August 1993 - April 1998
Skills
Investments, Management, Financial Services, Series 7, Wealth Management, Mutual Funds, Finance, Portfolio Management, Asset Management, Series 63, Strategic Financial..., Training, Business Development, Securities, Recruiting, Financial Analysis, Sales, Project Management, Staff Development, Relationship Management, New Business Development, Sourcing, Insurance, Executive Management, Retirement Planning, Equities, Financial Planning
Education
Saint Leo University 2002 — 2003
Business Management
U.S. Navy 1982 — 1987
Communications Technology/Technician
Allegheny College 1982 — 1983
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management July 2013 - March 2015
Bank of America Merrill Lynch May 2011 - July 2013
Cannon Financial Institute May 2010 - June 2011
Morgan Stanley Smith Barney October 2006 - July 2009
Smith Barney April 2000 - November 2003
Smith Barney May 1998 - April 2000
Smith Barney August 1993 - April 1998
Skills
Investments, Management, Financial Services, Series 7, Wealth Management, Mutual Funds, Finance, Portfolio Management, Asset Management, Series 63, Strategic Financial..., Training, Business Development, Securities, Recruiting, Financial Analysis, Sales, Project Management, Staff Development, Relationship Management, New Business Development, Sourcing, Insurance, Executive Management, Retirement Planning, Equities, Financial Planning
Education
Saint Leo University 2002 — 2003
Business Management
U.S. Navy 1982 — 1987
Communications Technology/Technician
Allegheny College 1982 — 1983
Jesse Larson Jesse Larson's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job owner at Larson Bros Painting
Industry Construction
Experience
Project Management Inc June 2012 - Present
Larson Bros Painting January 2006 - Present
North Bay Angels September 2009 - December 2009
Morgan Stanley Smith Barney June 2009 - August 2009
Sonoma Mountain Business Cluster February 2009 - July 2009
Sacramento Entrepreneurship Academy 2008 - 2009
Skills
Fluent in French, Literate in Brazilian..., Project Management, Start-ups
Education
Sonoma State University 2004 — 2009
Business Management, International Business, Private Equity, Entrepreneurship
California State University-Sacramento 2007 — 2008
Business Management, International Business, Private Equity, Entrepreneurship
Aix-Marseille Université 2006 — 2007
French Language, French Language
Project Management Inc June 2012 - Present
Larson Bros Painting January 2006 - Present
North Bay Angels September 2009 - December 2009
Morgan Stanley Smith Barney June 2009 - August 2009
Sonoma Mountain Business Cluster February 2009 - July 2009
Sacramento Entrepreneurship Academy 2008 - 2009
Skills
Fluent in French, Literate in Brazilian..., Project Management, Start-ups
Education
Sonoma State University 2004 — 2009
Business Management, International Business, Private Equity, Entrepreneurship
California State University-Sacramento 2007 — 2008
Business Management, International Business, Private Equity, Entrepreneurship
Aix-Marseille Université 2006 — 2007
French Language, French Language
George C. Schwelling George C. Schwelling's Morgan Stanley Smith Barney Experience June 1980 - November 1994
Job Getting Paid to Serve on Boards at Founder | Placing Executives on Corporate Boards
Industry Staffing and Recruiting
Experience
Founder Placing Executives on Corporate Boards 2015 - Present
Leaders in Executive Recruiting Greater Washington DC Area 2012 - Present
Recruiter of Professional Money Raisers for Startups. June 2010 - Present
Schwelling Recruiting Services November 1994 - Present
Morgan Stanley Smith Barney June 1980 - November 1994
Skills
Recruiting, Technical Recruiting, Executive Search, Start-ups, Contract Recruitment, Talent Management, Internet Recruiting, Strategic Planning, Executive Management, New Business Development, Leadership, Mergers & Acquisitions, Management, Temporary Placement, Management Consulting, Mergers, Permanent Placement, Private Equity, Sales Management, Networking, Training, CRM, Search, Screening Resumes, Cold Calling, Funding, Recruitment Advertising, Sales, Business Development, Talent Acquisition, Applicant Tracking..., Strategy, Personnel Management, Consulting, Sourcing, Team Management, Human Resources, Interviews, Benefits Negotiation, Staffing Services, Leadership Development, Information Technology, Hiring, College Recruiting, Time Management, Onboarding, Vendor Management, Temporary Staffing, Screening, Forecasting
Education
American University 1962 — 1966
BA, Business and Philosophy with Honors
Founder Placing Executives on Corporate Boards 2015 - Present
Leaders in Executive Recruiting Greater Washington DC Area 2012 - Present
Recruiter of Professional Money Raisers for Startups. June 2010 - Present
Schwelling Recruiting Services November 1994 - Present
Morgan Stanley Smith Barney June 1980 - November 1994
Skills
Recruiting, Technical Recruiting, Executive Search, Start-ups, Contract Recruitment, Talent Management, Internet Recruiting, Strategic Planning, Executive Management, New Business Development, Leadership, Mergers & Acquisitions, Management, Temporary Placement, Management Consulting, Mergers, Permanent Placement, Private Equity, Sales Management, Networking, Training, CRM, Search, Screening Resumes, Cold Calling, Funding, Recruitment Advertising, Sales, Business Development, Talent Acquisition, Applicant Tracking..., Strategy, Personnel Management, Consulting, Sourcing, Team Management, Human Resources, Interviews, Benefits Negotiation, Staffing Services, Leadership Development, Information Technology, Hiring, College Recruiting, Time Management, Onboarding, Vendor Management, Temporary Staffing, Screening, Forecasting
Education
American University 1962 — 1966
BA, Business and Philosophy with Honors
Dave Scharff Dave Scharff's Morgan Stanley Smith Barney Experience January 1989 - May 2011
Job Senior Vice President Investments at UBS Financial services
Industry Investment Management
Experience
UBS Financial services May 2011 - Present
Morgan Stanley Smith Barney January 1989 - May 2011
Dayton Economy Food Company June 1979 - June 1988
Education
Antioch University McGregor
BA, Business Management
UBS Financial services May 2011 - Present
Morgan Stanley Smith Barney January 1989 - May 2011
Dayton Economy Food Company June 1979 - June 1988
Education
Antioch University McGregor
BA, Business Management
Joshua Shek Joshua Shek's Morgan Stanley Smith Barney Experience March 2010 - August 2011
Job Assistant Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2012 - Present
Citi Global Capital Markets August 2011 - October 2012
Morgan Stanley Smith Barney March 2010 - August 2011
Skills
Series 7, Series 24, Series 63, Series 55, Bloomberg, Microsoft Office, SPSS
Education
Adelphi University - Robert B. Willumstad School of Business 2010 — 2012
MBA, Finance
Adelphi University 2009 — 2011
MS, Biology & Biotechnology
Lafayette College 2005 — 2009
BA, Economics & Business, Chemistry
CFA Program
2016 Level II Candidate in the CFA Program
Morgan Stanley November 2012 - Present
Citi Global Capital Markets August 2011 - October 2012
Morgan Stanley Smith Barney March 2010 - August 2011
Skills
Series 7, Series 24, Series 63, Series 55, Bloomberg, Microsoft Office, SPSS
Education
Adelphi University - Robert B. Willumstad School of Business 2010 — 2012
MBA, Finance
Adelphi University 2009 — 2011
MS, Biology & Biotechnology
Lafayette College 2005 — 2009
BA, Economics & Business, Chemistry
CFA Program
2016 Level II Candidate in the CFA Program
Jay Peck Jay Peck's Morgan Stanley Smith Barney Experience March 2009 - December 2010
Job Sr. Associate Performance Governance, Risk and Compliance at PricewaterhouseCoopers, LLP
Industry Financial Services
Experience
PricewaterhouseCoopers, LLP April 2014 - Present
Navigant February 2012 - November 2013
PNC Investments January 2011 - February 2012
Morgan Stanley Smith Barney March 2009 - December 2010
JPMorgan Chase July 2008 - January 2009
Alabama State University 2003 - 2007
Skills
Risk Management, Microsoft Excel, Financial Analysis, Accounting, Financial Reporting, Finance, Budgets, Training, Leadership, Strategy, Management, Managerial Finance, Marketing, Auditing, Analysis, Microsoft Office, Public Speaking, Customer Service
Education
Alabama State University 2003 — 2007
Bachelors, Business
PricewaterhouseCoopers, LLP April 2014 - Present
Navigant February 2012 - November 2013
PNC Investments January 2011 - February 2012
Morgan Stanley Smith Barney March 2009 - December 2010
JPMorgan Chase July 2008 - January 2009
Alabama State University 2003 - 2007
Skills
Risk Management, Microsoft Excel, Financial Analysis, Accounting, Financial Reporting, Finance, Budgets, Training, Leadership, Strategy, Management, Managerial Finance, Marketing, Auditing, Analysis, Microsoft Office, Public Speaking, Customer Service
Education
Alabama State University 2003 — 2007
Bachelors, Business
Judy Stengel Judy Stengel's Morgan Stanley Smith Barney Experience January 1998 - January 2003
Job Operations Manager at Bluepoint Wellness of Connecticut
Industry Hospital & Health Care
Experience
Yale-New Haven Health Systems December 2012 - Present
B.P. Walsh and Company, LLC January 2003 - Present
Morgan Stanley Smith Barney January 1998 - January 2003
Pharmedica Communications Inc January 1996 - January 1998
Skills
Quickbooks, Wordpress, MS Word, MS Excel, MS PowerPoint, Outlook, Written Communication, Verbal Communication, Group Presentations, Project Coordination, Planning, Stakeholder Liaison, Process Development, Quality Improvement, Team player, Individual contributor, Event Organizer, Self Starter, Contact Management, Team Leadership, Collaborative Planning, Microsoft Excel, Program Management, Teamwork, Sales, Marketing, Healthcare, Marketing Communications, Project Planning, Budgets, Event Management, Event Planning, Customer Service, Project Management, Management, Epic Willow Inpatient..., Remedy IT Service..., Skillport Training..., Team Building, Software Documentation, Training, Healthcare Information..., Managed Care, Cross-functional Team...
Education
Albertus Magnus College 2008 — 2010
B.S., Business Management, 4.0
University of Bridgeport
A.S., Dental Hygiene
Yale-New Haven Health Systems December 2012 - Present
B.P. Walsh and Company, LLC January 2003 - Present
Morgan Stanley Smith Barney January 1998 - January 2003
Pharmedica Communications Inc January 1996 - January 1998
Skills
Quickbooks, Wordpress, MS Word, MS Excel, MS PowerPoint, Outlook, Written Communication, Verbal Communication, Group Presentations, Project Coordination, Planning, Stakeholder Liaison, Process Development, Quality Improvement, Team player, Individual contributor, Event Organizer, Self Starter, Contact Management, Team Leadership, Collaborative Planning, Microsoft Excel, Program Management, Teamwork, Sales, Marketing, Healthcare, Marketing Communications, Project Planning, Budgets, Event Management, Event Planning, Customer Service, Project Management, Management, Epic Willow Inpatient..., Remedy IT Service..., Skillport Training..., Team Building, Software Documentation, Training, Healthcare Information..., Managed Care, Cross-functional Team...
Education
Albertus Magnus College 2008 — 2010
B.S., Business Management, 4.0
University of Bridgeport
A.S., Dental Hygiene
Ram Challagandla's Morgan Stanley Smith Barney Experience August 2010 - May 2012
Job Sr. Consultant at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch October 2012 - Present
NTT DATA October 2012 - Present
Cognizant Technology Solutions May 2012 - October 2012
Morgan Stanley Smith Barney August 2010 - May 2012
Wipro Technologies July 2005 - May 2012
Wipro Technologies February 2008 - August 2010
Wipro Technologies February 2007 - February 2008
Wipro Technologies November 2005 - December 2006
Wipro Technologies December 2004 - October 2005
Skills
.NET, WCF, NHibernate, Log4Net, ASP.NET
Education
Andhra University 2002 — 2005
MCA, Computers
Acharya Nagarjuna University 1999 — 2002
BCA, Computer Applications
Merrill Lynch October 2012 - Present
NTT DATA October 2012 - Present
Cognizant Technology Solutions May 2012 - October 2012
Morgan Stanley Smith Barney August 2010 - May 2012
Wipro Technologies July 2005 - May 2012
Wipro Technologies February 2008 - August 2010
Wipro Technologies February 2007 - February 2008
Wipro Technologies November 2005 - December 2006
Wipro Technologies December 2004 - October 2005
Skills
.NET, WCF, NHibernate, Log4Net, ASP.NET
Education
Andhra University 2002 — 2005
MCA, Computers
Acharya Nagarjuna University 1999 — 2002
BCA, Computer Applications
Anthony Britton Jr Anthony Britton Jr's Morgan Stanley Smith Barney Experience January 1995 - August 1997
Job Registered Representative at SDDCO Brokerage Advisors LLC
Industry Banking
Experience
SD Daniels & Co August 2015 - Present
Royal Bank of Scotland August 2004 - August 2013
Deutsche Bank August 1997 - August 2004
Deutsche Bank Securities 1997 - 2004
Morgan Stanley Smith Barney January 1995 - August 1997
Skills
Fixed Income, Sales Management, Credit Risk, Structured Products, Equities, Credit Derivatives, Capital Markets, Derivatives, Investments, Hedge Funds, Investment Banking, Credit, Bonds, Trading, Bloomberg, Portfolio Management
Education
Widener University 1978 — 1982
Bachelor of Science (BS), Business Management and Economics
American University
SD Daniels & Co August 2015 - Present
Royal Bank of Scotland August 2004 - August 2013
Deutsche Bank August 1997 - August 2004
Deutsche Bank Securities 1997 - 2004
Morgan Stanley Smith Barney January 1995 - August 1997
Skills
Fixed Income, Sales Management, Credit Risk, Structured Products, Equities, Credit Derivatives, Capital Markets, Derivatives, Investments, Hedge Funds, Investment Banking, Credit, Bonds, Trading, Bloomberg, Portfolio Management
Education
Widener University 1978 — 1982
Bachelor of Science (BS), Business Management and Economics
American University
Jayson Jay Jayson Jay's Morgan Stanley Smith Barney Experience July 2004 - December 2008
Job Wealth Manager at Harvest Wealth Advisors Inc.
Industry Financial Services
Experience
Harvest Wealth Advisors Inc. November 2010 - Present
Independant - Woodbury Financial December 2008 - August 2011
Morgan Stanley Smith Barney July 2004 - December 2008
Skills
Asset Management, Management, Customer Service, Investment Advisory, Finance, Strategic Financial..., Strategic Planning, Cycling, Hiking, Asset Allocation, Acting, Knowledge Management, Leadership, Nutrition, Nonprofits, Asset Managment, Food, Fitness, Non-profits, Problem Solving, Travel, Digital Photography
Education
The Union Institute and University 1996 — 1998
Bachelor of Science (BS), Accounting and Finance
American River College 1992 — 1996
Associate of Arts (AA), General Studies
Harvest Wealth Advisors Inc. November 2010 - Present
Independant - Woodbury Financial December 2008 - August 2011
Morgan Stanley Smith Barney July 2004 - December 2008
Skills
Asset Management, Management, Customer Service, Investment Advisory, Finance, Strategic Financial..., Strategic Planning, Cycling, Hiking, Asset Allocation, Acting, Knowledge Management, Leadership, Nutrition, Nonprofits, Asset Managment, Food, Fitness, Non-profits, Problem Solving, Travel, Digital Photography
Education
The Union Institute and University 1996 — 1998
Bachelor of Science (BS), Accounting and Finance
American River College 1992 — 1996
Associate of Arts (AA), General Studies
Michael Cortes, Esq. Michael Cortes, Esq.'s Morgan Stanley Smith Barney Experience March 2012 - September 2012
Job Senior Compliance Officer at J.P. Morgan Chase & Co.
Industry Legal Services
Experience
J.P. Morgan Chase & Co. October 2014 - Present
JPMorgan Chase September 2013 - October 2014
Navigant April 2013 - September 2013
HSBC September 2012 - April 2013
Morgan Stanley Smith Barney March 2012 - September 2012
Navigant January 2012 - March 2012
Saddle River Valley Bank October 2011 - November 2011
American Express January 2011 - August 2011
Singergia Inc. September 2009 - December 2010
Office of the Public Defender, Office of Law Guardian May 2007 - August 2007
Skills
Mediation, Financial Services, AML, Civil Litigation, Trials, Legal Research, Commercial Litigation, PowerPoint, Microsoft Excel, Corporate Law, Internal Audit, Insurance, Bank Secrecy Act, Contract Negotiation, Employment Law, Regulations, USA PATRIOT Act, Legal Assistance, Legal Writing, Credit, Non-profits, KYC, Lexis, Estate Planning, Due Diligence, Westlaw, Financial Risk, Securities Regulation, Nonprofits, Banking, Litigation
Education
Appalachian School of Law 2006 — 2009
Juris Doctorate, Law
Oxford University 2008 — 2008
Summer Law Program
John Jay College of Criminal Justice 2001 — 2005
B.S., Major: Legal Studies Minor: Forensic Psychology, Speech & Theatre
J.P. Morgan Chase & Co. October 2014 - Present
JPMorgan Chase September 2013 - October 2014
Navigant April 2013 - September 2013
HSBC September 2012 - April 2013
Morgan Stanley Smith Barney March 2012 - September 2012
Navigant January 2012 - March 2012
Saddle River Valley Bank October 2011 - November 2011
American Express January 2011 - August 2011
Singergia Inc. September 2009 - December 2010
Office of the Public Defender, Office of Law Guardian May 2007 - August 2007
Skills
Mediation, Financial Services, AML, Civil Litigation, Trials, Legal Research, Commercial Litigation, PowerPoint, Microsoft Excel, Corporate Law, Internal Audit, Insurance, Bank Secrecy Act, Contract Negotiation, Employment Law, Regulations, USA PATRIOT Act, Legal Assistance, Legal Writing, Credit, Non-profits, KYC, Lexis, Estate Planning, Due Diligence, Westlaw, Financial Risk, Securities Regulation, Nonprofits, Banking, Litigation
Education
Appalachian School of Law 2006 — 2009
Juris Doctorate, Law
Oxford University 2008 — 2008
Summer Law Program
John Jay College of Criminal Justice 2001 — 2005
B.S., Major: Legal Studies Minor: Forensic Psychology, Speech & Theatre
R. Ryan Shain R. Ryan Shain's Morgan Stanley Smith Barney Experience September 2004 - May 2005
Job Attorney at Law at Schinner & Shain, LLP
Industry Law Practice
Experience
Schinner & Shain, LLP January 2015 - Present
The Schinner Law Group September 2010 - January 2015
The Schinner Law Group June 2009 - January 2010
Internal Revenue Service - Office of Chief Counsel May 2008 - August 2008
Quinn Emanuel August 2006 - May 2007
Stanton Communications May 2005 - August 2005
Morgan Stanley Smith Barney September 2004 - May 2005
US Congress - Office of Rep. Robert E. Andrews (NJ-1) May 2004 - August 2004
Skills
Legal Research, Corporate Law, Legal Writing, Tax Law, Estate Planning, Real Estate, Tax, Intellectual Property, Bankruptcy, Business Litigation, Civil Litigation, Commercial Litigation, Public Speaking, Constitutional Law, Arbitration, Hearings
Education
University of California, Hastings College of the Law 2007 — 2010
JD, Cum Laude
American University - Kogod School of Business 2002 — 2006
BSBA, Finance & Marketing, Magna Cum Laude
Schinner & Shain, LLP January 2015 - Present
The Schinner Law Group September 2010 - January 2015
The Schinner Law Group June 2009 - January 2010
Internal Revenue Service - Office of Chief Counsel May 2008 - August 2008
Quinn Emanuel August 2006 - May 2007
Stanton Communications May 2005 - August 2005
Morgan Stanley Smith Barney September 2004 - May 2005
US Congress - Office of Rep. Robert E. Andrews (NJ-1) May 2004 - August 2004
Skills
Legal Research, Corporate Law, Legal Writing, Tax Law, Estate Planning, Real Estate, Tax, Intellectual Property, Bankruptcy, Business Litigation, Civil Litigation, Commercial Litigation, Public Speaking, Constitutional Law, Arbitration, Hearings
Education
University of California, Hastings College of the Law 2007 — 2010
JD, Cum Laude
American University - Kogod School of Business 2002 — 2006
BSBA, Finance & Marketing, Magna Cum Laude
Arthur Wasson's Morgan Stanley Smith Barney Experience August 2010 - April 2012
Job SVP, Global Treasury Management at Square 1 Bank
Industry Financial Services
Experience
Square 1 Bank April 2012 - Present
Morgan Stanley Smith Barney August 2010 - April 2012
Morgan Stanley Smith Barney April 2010 - August 2010
Morgan Stanley April 2008 - July 2009
Merrill Lynch & Co., Inc. February 1996 - April 2008
Tate, Bishko & Wasson April 1990 - February 1996
Pinney, Payne, Van Lenten, Burrell, Wolfe & Dillman 1988 - 1990
Deloitte, Haskins & Sells August 1987 - March 1988
Skills
Commercial Banking, Investments, Loans, Cash Management, Relationship Management, Banking, Financial Services, Treasury Management, Series 7, Payments, Wealth Management, Securities, Capital Markets, Portfolio Management, Product Management, Retail Banking, Equities, Credit, Management, Financial Analysis, Risk Management, Credit Analysis, Asset Management, Credit Risk, Investment Banking, Financial Risk, Derivatives, Mutual Funds, Fixed Income, Hedge Funds, Series 63, Financial Modeling, Mergers & Acquisitions, Executive Management, Due Diligence, Alternative Investments, Financial Markets, Structured Finance, FINRA, Treasury Services, Financial Structuring, Private Banking, Trading, Bloomberg, Commercial Lending, Trading Systems, Underwriting, Securities Lending, Credit Cards, Wealth Management...
Education
Albany Law School of Union University 1984 — 1987
Juris Doctor, Cum Laude, Law
Albany Law School of Union University 1984 — 1987
Doctor of Law (JD)
Villanova University 1980 — 1984
Bachelor of Sciences, Accounting
St. Anthony's H.S. 1976 — 1980
Square 1 Bank April 2012 - Present
Morgan Stanley Smith Barney August 2010 - April 2012
Morgan Stanley Smith Barney April 2010 - August 2010
Morgan Stanley April 2008 - July 2009
Merrill Lynch & Co., Inc. February 1996 - April 2008
Tate, Bishko & Wasson April 1990 - February 1996
Pinney, Payne, Van Lenten, Burrell, Wolfe & Dillman 1988 - 1990
Deloitte, Haskins & Sells August 1987 - March 1988
Skills
Commercial Banking, Investments, Loans, Cash Management, Relationship Management, Banking, Financial Services, Treasury Management, Series 7, Payments, Wealth Management, Securities, Capital Markets, Portfolio Management, Product Management, Retail Banking, Equities, Credit, Management, Financial Analysis, Risk Management, Credit Analysis, Asset Management, Credit Risk, Investment Banking, Financial Risk, Derivatives, Mutual Funds, Fixed Income, Hedge Funds, Series 63, Financial Modeling, Mergers & Acquisitions, Executive Management, Due Diligence, Alternative Investments, Financial Markets, Structured Finance, FINRA, Treasury Services, Financial Structuring, Private Banking, Trading, Bloomberg, Commercial Lending, Trading Systems, Underwriting, Securities Lending, Credit Cards, Wealth Management...
Education
Albany Law School of Union University 1984 — 1987
Juris Doctor, Cum Laude, Law
Albany Law School of Union University 1984 — 1987
Doctor of Law (JD)
Villanova University 1980 — 1984
Bachelor of Sciences, Accounting
St. Anthony's H.S. 1976 — 1980
Max Hodin's Morgan Stanley Smith Barney Experience June 2011 - August 2012
Job
Industry Investment Management
Experience
Pulsar Ventures LLC August 2012 - Present
Self-Employed December 2014 - Present
Morgan Stanley Smith Barney June 2011 - August 2012
Arctaris Capital January 2010 - December 2010
Committee on Foreign Affairs, U.S. Congress June 2009 - September 2009
Pulsar LLC January 2005 - December 2007
Israel Defense Forces November 2003 - April 2005
United Talent Agency (UTA) January 2002 - September 2003
Skills
Investments, Entrepreneurship, Mutual Funds, Financial Advisory, Private Equity, Wealth Management, International Business, Financial Modeling, Business Development, Analysis, Finance, Economics, Venture Capital, Business Planning, Business Strategy, Strategy, Management
Education
Brandeis University, Lemberg - International Business School 2008 — 2010
MBA
American Military University 2007 — 2007
MA-Continuing Education
University of Southern California 1997 — 2001
BA
Pulsar Ventures LLC August 2012 - Present
Self-Employed December 2014 - Present
Morgan Stanley Smith Barney June 2011 - August 2012
Arctaris Capital January 2010 - December 2010
Committee on Foreign Affairs, U.S. Congress June 2009 - September 2009
Pulsar LLC January 2005 - December 2007
Israel Defense Forces November 2003 - April 2005
United Talent Agency (UTA) January 2002 - September 2003
Skills
Investments, Entrepreneurship, Mutual Funds, Financial Advisory, Private Equity, Wealth Management, International Business, Financial Modeling, Business Development, Analysis, Finance, Economics, Venture Capital, Business Planning, Business Strategy, Strategy, Management
Education
Brandeis University, Lemberg - International Business School 2008 — 2010
MBA
American Military University 2007 — 2007
MA-Continuing Education
University of Southern California 1997 — 2001
BA
Joe Perna, CFP®'s Morgan Stanley Smith Barney Experience February 2008 - December 2011
Job Financial Planner at The Motley Fool
Industry Financial Services
Experience
The Motley Fool November 2014 - Present
Northwestern Mutual November 2011 - November 2014
Morgan Stanley Smith Barney February 2008 - December 2011
Smith Barney September 2006 - 2008
Calvert Foundation February 2006 - April 2007
Skills
Series 7, Investments, Mutual Funds, Finance, Capital Markets, Options, Bonds, ETFs, IRAs, Securities, Retirement Planning, Portfolio Management, Strategic Planning, Strategic Financial...
Education
American University 2003 — 2007
IBUS, International Business
American University - Kogod School of Business 2003 — 2007
Bachelor of Science (BS), International Business
CFA Institute
Passed Level 1 of the CFA Program
The Motley Fool November 2014 - Present
Northwestern Mutual November 2011 - November 2014
Morgan Stanley Smith Barney February 2008 - December 2011
Smith Barney September 2006 - 2008
Calvert Foundation February 2006 - April 2007
Skills
Series 7, Investments, Mutual Funds, Finance, Capital Markets, Options, Bonds, ETFs, IRAs, Securities, Retirement Planning, Portfolio Management, Strategic Planning, Strategic Financial...
Education
American University 2003 — 2007
IBUS, International Business
American University - Kogod School of Business 2003 — 2007
Bachelor of Science (BS), International Business
CFA Institute
Passed Level 1 of the CFA Program
Vladimir Rodionov's Morgan Stanley Smith Barney Experience May 2005 - April 2009
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Bank of America Merrill Lynch, New York October 2012 - September 2013
Great Point Capital LLC July 2009 - October 2012
Morgan Stanley Smith Barney May 2005 - April 2009
Duke Energy Corporation October 2002 - May 2005
Williams Energy 2001 - 2002
Pacific Gas and Electric Company 2001 - 2001
Skills
Derivatives, Trading Strategies, Proprietary Trading, Options, Trading Systems, Quantitative Finance, Commodity, Trading, Quantitative Investing, Financial Modeling, Quantitative Analytics, Portfolio Management, Commodity Markets, Fixed Income, Hedging, Electronic Trading, Structured Products, Game Theory, Economics,..., Series 7, Series 63, Series 55
Education
Georgia Institute of Technology 2000 — 2002
Master's degree, Financial Engineering, A
Handelshögskolan i Stockholm 1997 — 2000
PhD, Game Theory
New Economic School 1995 — 1997
Master's degree, Economics
National Research Nuclear University (former Moscow Engineering Physics Institute) 1989 — 1995
Master's degree, Theoretical and Mathematical Physics, A
Morgan Stanley October 2013 - Present
Bank of America Merrill Lynch, New York October 2012 - September 2013
Great Point Capital LLC July 2009 - October 2012
Morgan Stanley Smith Barney May 2005 - April 2009
Duke Energy Corporation October 2002 - May 2005
Williams Energy 2001 - 2002
Pacific Gas and Electric Company 2001 - 2001
Skills
Derivatives, Trading Strategies, Proprietary Trading, Options, Trading Systems, Quantitative Finance, Commodity, Trading, Quantitative Investing, Financial Modeling, Quantitative Analytics, Portfolio Management, Commodity Markets, Fixed Income, Hedging, Electronic Trading, Structured Products, Game Theory, Economics,..., Series 7, Series 63, Series 55
Education
Georgia Institute of Technology 2000 — 2002
Master's degree, Financial Engineering, A
Handelshögskolan i Stockholm 1997 — 2000
PhD, Game Theory
New Economic School 1995 — 1997
Master's degree, Economics
National Research Nuclear University (former Moscow Engineering Physics Institute) 1989 — 1995
Master's degree, Theoretical and Mathematical Physics, A
Wesley Webster's Morgan Stanley Smith Barney Experience June 2011 - January 2013
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley Smith Barney June 2011 - January 2013
Morgan Stanley Smith Barney April 2009 - June 2011
Citi May 2008 - May 2010
The Hertz Corporation September 2005 - May 2008
NJ Board of Public Utilities February 2003 - September 2005
Dendrite International April 2001 - February 2003
Skills
Java Enterprise Edition, Integration, UML, Web Development, Testing, Software Documentation, Management, SDLC, Requirements Gathering, Access, SQL, Java, Business Analysis, Software Project..., JavaScript
Education
The Chubb Institute 2000 — 2002
Ambassador University 1982 — 1986
B.A., Theology
Orange High School
Morgan Stanley January 2013 - Present
Morgan Stanley Smith Barney June 2011 - January 2013
Morgan Stanley Smith Barney April 2009 - June 2011
Citi May 2008 - May 2010
The Hertz Corporation September 2005 - May 2008
NJ Board of Public Utilities February 2003 - September 2005
Dendrite International April 2001 - February 2003
Skills
Java Enterprise Edition, Integration, UML, Web Development, Testing, Software Documentation, Management, SDLC, Requirements Gathering, Access, SQL, Java, Business Analysis, Software Project..., JavaScript
Education
The Chubb Institute 2000 — 2002
Ambassador University 1982 — 1986
B.A., Theology
Orange High School
Lee P. Ellwood CIMA®'s Morgan Stanley Smith Barney Experience December 2006 - Present
Job Vice President Regional Director Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2006 - Present
Placemark Investments May 2003 - December 2006
Cabot Money Management March 1999 - December 2001
Fidelity Investments December 1994 - December 1998
Skills
Asset Allocation, Series 65, Separately Managed..., Series 7, Alternative Investments, ETFs, Wealth Management, Investment Advisory, Asset Managment, Investment Strategies, Portfolio Management, Hedge Funds, Managing Accounts
Education
Alfred University 1987 — 1991
Morgan Stanley Smith Barney December 2006 - Present
Placemark Investments May 2003 - December 2006
Cabot Money Management March 1999 - December 2001
Fidelity Investments December 1994 - December 1998
Skills
Asset Allocation, Series 65, Separately Managed..., Series 7, Alternative Investments, ETFs, Wealth Management, Investment Advisory, Asset Managment, Investment Strategies, Portfolio Management, Hedge Funds, Managing Accounts
Education
Alfred University 1987 — 1991
Mirek Rypien's Morgan Stanley Smith Barney Experience February 2006 - June 2011
Job VP, Lead Security Risk Consultant
Industry Banking
Experience
Barclays November 2013 - Present
UBS July 2011 - October 2013
Morgan Stanley Smith Barney February 2006 - June 2011
Morgan Stanley April 2004 - January 2006
AT&T September 2002 - May 2004
Metrosoft April 1997 - August 2002
Heineken Grupa Zywiec September 1996 - June 1997
Skills
Secure SDLC, Information Security..., Information Security, CISSP, Penetration Testing, Vulnerability Assessment, Business Continuity, PCI DSS, Security Awareness, Application Security, IT Audit, Security, Security Audits, ISO 27001, Vulnerability Management, Security Architecture..., Computer Forensics, Enterprise Risk..., Risk Assessment, Risk Management, Cloud Computing, Enterprise Architecture, Security Policy, Unix, Web Application Security, Firewalls, Data Center, Disaster Recovery, Infrastructure, Solaris, Network Security, Operational Risk..., Incident Management, DNS, Infrastructure Security, Computer Security, IT Risk Management, Governance, Identity Management
Education
Akademia Górniczo-Hutnicza im. Stanisława Staszica w Krakowie 1992 — 1997
Master's degree
Barclays November 2013 - Present
UBS July 2011 - October 2013
Morgan Stanley Smith Barney February 2006 - June 2011
Morgan Stanley April 2004 - January 2006
AT&T September 2002 - May 2004
Metrosoft April 1997 - August 2002
Heineken Grupa Zywiec September 1996 - June 1997
Skills
Secure SDLC, Information Security..., Information Security, CISSP, Penetration Testing, Vulnerability Assessment, Business Continuity, PCI DSS, Security Awareness, Application Security, IT Audit, Security, Security Audits, ISO 27001, Vulnerability Management, Security Architecture..., Computer Forensics, Enterprise Risk..., Risk Assessment, Risk Management, Cloud Computing, Enterprise Architecture, Security Policy, Unix, Web Application Security, Firewalls, Data Center, Disaster Recovery, Infrastructure, Solaris, Network Security, Operational Risk..., Incident Management, DNS, Infrastructure Security, Computer Security, IT Risk Management, Governance, Identity Management
Education
Akademia Górniczo-Hutnicza im. Stanisława Staszica w Krakowie 1992 — 1997
Master's degree
Nancy Magdalene's Morgan Stanley Smith Barney Experience January 2010 - Present
Job QA Lead at Morgan Stanley Smith Barney
Industry Computer Software
Experience
Morgan Stanley Smith Barney January 2010 - Present
TCS January 2005 - December 2009
Education
Anna University
Morgan Stanley Smith Barney January 2010 - Present
TCS January 2005 - December 2009
Education
Anna University
Michail Epshteyn's Morgan Stanley Smith Barney Experience January 1997 - April 1999
Job Solutions Architect/Business Analyst at Return on Intelligence
Industry Insurance
Experience
Return on Intelligence June 2012 - Present
Mediaocean January 2012 - June 2012
CSC March 2010 - January 2012
Medco Health Solutions May 2000 - March 2010
GEICO May 1999 - May 2000
Morgan Stanley Smith Barney January 1997 - April 1999
Skills
Data Analysis, Database Design, Business Analysis, Business Intelligence, Software Design, Information Architecture, Data Warehousing, Databases, SQL
Education
Saint Petersburg State Marine Technical University 1980 — 1986
Master's degree, Engeenering
Return on Intelligence June 2012 - Present
Mediaocean January 2012 - June 2012
CSC March 2010 - January 2012
Medco Health Solutions May 2000 - March 2010
GEICO May 1999 - May 2000
Morgan Stanley Smith Barney January 1997 - April 1999
Skills
Data Analysis, Database Design, Business Analysis, Business Intelligence, Software Design, Information Architecture, Data Warehousing, Databases, SQL
Education
Saint Petersburg State Marine Technical University 1980 — 1986
Master's degree, Engeenering
Lorraine Gallagher's Morgan Stanley Smith Barney Experience June 2009 - December 2010
Job Vice President and Sr. Trust Officer, Capital One, N.A.
Industry Financial Services
Experience
Capital One November 2010 - Present
Morgan Stanley Smith Barney June 2009 - December 2010
Citi Smith Barney June 2006 - May 2009
Bank of America June 1992 - June 2006
Skills
Series 7, FINRA, Wealth Management, Private Banking, Asset Managment, Investments, Strategic Financial..., Fixed Income, Mutual Funds, Asset Allocation, Portfolio Management, Banking, Investment Management, Hedge Funds, Equities, Risk Management, Wealth Management..., Series 63, Alternative Investments, Estate Planning, Securities, Financial Risk
Education
Adelphi University 1990 — 1994
MBA, Finance
Pace University - Lubin School of Business 1982 — 1986
BBA, Accounting
Capital One November 2010 - Present
Morgan Stanley Smith Barney June 2009 - December 2010
Citi Smith Barney June 2006 - May 2009
Bank of America June 1992 - June 2006
Skills
Series 7, FINRA, Wealth Management, Private Banking, Asset Managment, Investments, Strategic Financial..., Fixed Income, Mutual Funds, Asset Allocation, Portfolio Management, Banking, Investment Management, Hedge Funds, Equities, Risk Management, Wealth Management..., Series 63, Alternative Investments, Estate Planning, Securities, Financial Risk
Education
Adelphi University 1990 — 1994
MBA, Finance
Pace University - Lubin School of Business 1982 — 1986
BBA, Accounting
Elena Houdek's Morgan Stanley Smith Barney Experience June 2009 - November 2010
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi December 2010 - Present
Morgan Stanley Smith Barney June 2009 - November 2010
Morgan Stanley Smith Barney June 2009 - November 2010
Citi/Smith Barney November 2004 - June 2009
Smith Barney November 2004 - June 2009
Citigroup 2004 - 2009
Skills
Portfolio Management, Fixed Income, Capital Markets, Securities, Wealth Management, Financial Services, Hedge Funds, Equities, Structured Products, Derivatives, Alternative Investments, Mutual Funds, Investment Banking, Series 7, Trading Systems, Electronic Trading, Investments
Education
MIRBIS Business School 1996 — 1998
MBA, Management
Tyumen State Oil and Gas University 1985 — 1990
Bachelor, Mechanical Engineering
Citi December 2010 - Present
Morgan Stanley Smith Barney June 2009 - November 2010
Morgan Stanley Smith Barney June 2009 - November 2010
Citi/Smith Barney November 2004 - June 2009
Smith Barney November 2004 - June 2009
Citigroup 2004 - 2009
Skills
Portfolio Management, Fixed Income, Capital Markets, Securities, Wealth Management, Financial Services, Hedge Funds, Equities, Structured Products, Derivatives, Alternative Investments, Mutual Funds, Investment Banking, Series 7, Trading Systems, Electronic Trading, Investments
Education
MIRBIS Business School 1996 — 1998
MBA, Management
Tyumen State Oil and Gas University 1985 — 1990
Bachelor, Mechanical Engineering
Sanjay Menon's Morgan Stanley Smith Barney Experience June 2009 - January 2010
Job Technical Associate at Morgan Stanley Wealth Management
Industry Computer Software
Experience
Morgan Stanley Wealth Management January 2010 - Present
Morgan Stanley Smith Barney June 2009 - January 2010
Citi August 2007 - June 2009
Skills
SDLC, DB2, SQL, Business Analysis, Requirements Analysis, Unix, Data Warehousing, ETL, Requirements Gathering, Software Project..., Unix Shell Scripting, Agile Methodologies, SharePoint, Quality Center, Java Enterprise Edition, Software Development, Scrum, Java, Agile Project Management, IT Management, Programming
Education
Fairleigh Dickinson University 2005 — 2007
M.S, Computer Science
Anna University 2001 — 2005
B.E, Computer Science
Jawahar Vidyalaya
Morgan Stanley Wealth Management January 2010 - Present
Morgan Stanley Smith Barney June 2009 - January 2010
Citi August 2007 - June 2009
Skills
SDLC, DB2, SQL, Business Analysis, Requirements Analysis, Unix, Data Warehousing, ETL, Requirements Gathering, Software Project..., Unix Shell Scripting, Agile Methodologies, SharePoint, Quality Center, Java Enterprise Edition, Software Development, Scrum, Java, Agile Project Management, IT Management, Programming
Education
Fairleigh Dickinson University 2005 — 2007
M.S, Computer Science
Anna University 2001 — 2005
B.E, Computer Science
Jawahar Vidyalaya
Harrison, Susan's Morgan Stanley Smith Barney Experience December 1999 - Present
Job Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 1999 - Present
Education
American University 1973 — 1977
BA, Sociology
Morgan Stanley Smith Barney December 1999 - Present
Education
American University 1973 — 1977
BA, Sociology
Julie Kersaint's Morgan Stanley Smith Barney Experience 2000 - 2004
Job at Independent AML Contractor
Industry Financial Services
Experience
E*TRADE Financial May 2012 - Present
Domestic Investment Bank May 2011 - Present
PwC 2011 - 2012
Verizon October 2005 - September 2010
Morgan Stanley Smith Barney 2000 - 2004
Skills
Risk Management, Internal Audit, AML, Banking, KYC, Microsoft Excel, Access, Securities, PowerPoint, Fraud, Operational Risk..., Auditing, Payments, Enterprise Risk..., Operational Risk, Financial Services, Financial Risk, Credit, Finance, Due Diligence, Financial Modeling, Tax, Financial Analysis, Anti Money Laundering
Education
American Public University System 2011 — 2015
Long Island University, Brooklyn Campus 1996 — 1998
E*TRADE Financial May 2012 - Present
Domestic Investment Bank May 2011 - Present
PwC 2011 - 2012
Verizon October 2005 - September 2010
Morgan Stanley Smith Barney 2000 - 2004
Skills
Risk Management, Internal Audit, AML, Banking, KYC, Microsoft Excel, Access, Securities, PowerPoint, Fraud, Operational Risk..., Auditing, Payments, Enterprise Risk..., Operational Risk, Financial Services, Financial Risk, Credit, Finance, Due Diligence, Financial Modeling, Tax, Financial Analysis, Anti Money Laundering
Education
American Public University System 2011 — 2015
Long Island University, Brooklyn Campus 1996 — 1998
Rajiv Krishnaswamy's Morgan Stanley Smith Barney Experience July 2007 - June 2010
Job Analyst Developer at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2010 - Present
Morgan Stanley Smith Barney July 2007 - June 2010
Education
University of Pennsylvania 2005 — 2007
MS, Electrical Engineering
Anna University 2001 — 2005
BE, Electrical Engineering
Goldman Sachs June 2010 - Present
Morgan Stanley Smith Barney July 2007 - June 2010
Education
University of Pennsylvania 2005 — 2007
MS, Electrical Engineering
Anna University 2001 — 2005
BE, Electrical Engineering
Jocelyn Schwartz Barrett's Morgan Stanley Smith Barney Experience May 2007 - June 2010
Job Mental Health Counselor
Industry Health, Wellness and Fitness
Experience
John Jay College August 2014 - May 2015
AXA Equitable June 2010 - August 2013
Morgan Stanley Smith Barney May 2007 - June 2010
Royal Alliance Associates, Inc. August 2005 - May 2007
IPTAR September 2004 - August 2005
Skills
Psychology, Mental Health Counseling, Social Media, Integrative..., Stress Management, Anxiety Management, Depression Treatment, Mindfulness Meditation, Community Outreach, Leadership, Public Speaking
Education
Yeshiva University 2013 — 2015
Master's degree, Mental Health Counseling/Counselor
Adelphi University 2003 — 2005
M.A., Clinical Psychology
Teachers College of Columbia University 2002 — 2003
M.A., Applied Psychology
Cornell University 1996 — 2000
B.S., Human Development
John Jay College August 2014 - May 2015
AXA Equitable June 2010 - August 2013
Morgan Stanley Smith Barney May 2007 - June 2010
Royal Alliance Associates, Inc. August 2005 - May 2007
IPTAR September 2004 - August 2005
Skills
Psychology, Mental Health Counseling, Social Media, Integrative..., Stress Management, Anxiety Management, Depression Treatment, Mindfulness Meditation, Community Outreach, Leadership, Public Speaking
Education
Yeshiva University 2013 — 2015
Master's degree, Mental Health Counseling/Counselor
Adelphi University 2003 — 2005
M.A., Clinical Psychology
Teachers College of Columbia University 2002 — 2003
M.A., Applied Psychology
Cornell University 1996 — 2000
B.S., Human Development
Andrew Weinkle's Morgan Stanley Smith Barney Experience November 2008 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2008 - Present
Zurich Financial Services June 2004 - November 2008
Education
Appalachian State University 1999 — 2004
BSBA, Finance/Banking & Risk Management/Insurance
Universität Trier
Morgan Stanley Smith Barney November 2008 - Present
Zurich Financial Services June 2004 - November 2008
Education
Appalachian State University 1999 — 2004
BSBA, Finance/Banking & Risk Management/Insurance
Universität Trier
Jean Oestreich's Morgan Stanley Smith Barney Experience September 1983 - October 1991
Job Technology Instructor at VSUFSD 24
Industry E-Learning
Experience
VSUFSD 24 July 1999 - Present
Morgan Stanley Investment Management September 1985 - December 1992
Morgan Stanley Smith Barney September 1983 - October 1991
Skills
E-Learning, Educational Technology, Instructional Design, Instructional Technology, Curriculum Design, Smartboard, Web Design, Microsoft Office, ADABAS
Education
Adelphi University 1995 — 1998
Master of Education (M.Ed.), Elementary Education and Business Education
Adelphi University 1979 — 1985
Bachelor of Applied Science (B.A.Sc.), Computer Programming
VSUFSD 24 July 1999 - Present
Morgan Stanley Investment Management September 1985 - December 1992
Morgan Stanley Smith Barney September 1983 - October 1991
Skills
E-Learning, Educational Technology, Instructional Design, Instructional Technology, Curriculum Design, Smartboard, Web Design, Microsoft Office, ADABAS
Education
Adelphi University 1995 — 1998
Master of Education (M.Ed.), Elementary Education and Business Education
Adelphi University 1979 — 1985
Bachelor of Applied Science (B.A.Sc.), Computer Programming
Dianne Hinaris's Morgan Stanley Smith Barney Experience November 2010 - June 2011
Job Founder and CEO, The Olive Table LLC
Industry Investment Banking
Experience
The Olive Table December 2011 - Present
Royal Bank of Scotland December 2011 - June 2013
Morgan Stanley Smith Barney November 2010 - June 2011
Banc of America Securities 2007 - 2010
Deutsche Bank June 1997 - August 2007
Lehman Brothers 1992 - 1996
Skills
Back Office, Fixed Income, Business Process, Equities, Change Management, Business Analysis, Project Management, Management, Financial Services, Finance, Consulting
Education
Amherst College
BA, Psychology/French
New York University - Leonard N. Stern School of Business
MBA, Computer Applications/Info Systems
The Olive Table December 2011 - Present
Royal Bank of Scotland December 2011 - June 2013
Morgan Stanley Smith Barney November 2010 - June 2011
Banc of America Securities 2007 - 2010
Deutsche Bank June 1997 - August 2007
Lehman Brothers 1992 - 1996
Skills
Back Office, Fixed Income, Business Process, Equities, Change Management, Business Analysis, Project Management, Management, Financial Services, Finance, Consulting
Education
Amherst College
BA, Psychology/French
New York University - Leonard N. Stern School of Business
MBA, Computer Applications/Info Systems
Ben Baumberger's Morgan Stanley Smith Barney Experience November 2009 - August 2011
Job Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2011 - Present
Morgan Stanley Smith Barney November 2009 - August 2011
Skills
Financial Analysis, Financial Modeling, Accounting, Tax, Account Reconciliation, Auditing, General Ledger, Access, Accounts Payable, Microsoft Excel, QuickBooks, Analysis, Mutual Funds, Series 7, Accruals, Strategic Financial..., Alternative Investments, Outlook, PowerPoint, Bloomberg
Education
The Ohio State University 2003 — 2008
B.S.B.A, Finance
Università degli Studi di Lecce 2007 — 2007
Minor, Italian Language
Morgan Stanley Wealth Management October 2011 - Present
Morgan Stanley Smith Barney November 2009 - August 2011
Skills
Financial Analysis, Financial Modeling, Accounting, Tax, Account Reconciliation, Auditing, General Ledger, Access, Accounts Payable, Microsoft Excel, QuickBooks, Analysis, Mutual Funds, Series 7, Accruals, Strategic Financial..., Alternative Investments, Outlook, PowerPoint, Bloomberg
Education
The Ohio State University 2003 — 2008
B.S.B.A, Finance
Università degli Studi di Lecce 2007 — 2007
Minor, Italian Language
mona mroue's Morgan Stanley Smith Barney Experience 2007 - 2012
Job Head of Global Transaction Banking at Societe Generale de Banque au Liban
Industry Retail
Experience
Societe Generale de Banque au Liban April 2012 - Present
Morgan Stanley Smith Barney 2007 - 2012
Cafe Ceramic 2004 - 2007
Citibank 1995 - 1999
Skills
Wealth, Wealth Management, Asset Management, Alternative Investments, Investments, Portfolio Management, Securities, Equities, Banking, Fixed Income, Hedge Funds
Education
American University of Beirut
MBA, Pre-med Biology, Business
Societe Generale de Banque au Liban April 2012 - Present
Morgan Stanley Smith Barney 2007 - 2012
Cafe Ceramic 2004 - 2007
Citibank 1995 - 1999
Skills
Wealth, Wealth Management, Asset Management, Alternative Investments, Investments, Portfolio Management, Securities, Equities, Banking, Fixed Income, Hedge Funds
Education
American University of Beirut
MBA, Pre-med Biology, Business
Janet Tracy's Morgan Stanley Smith Barney Experience December 1983 - February 1996
Job Registered Sales Associate at Raymond James Financial Services
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Member FINRA/SIPC February 2000 - Present
Prudential Securities February 1996 - January 2000
Morgan Stanley Smith Barney December 1983 - February 1996
Education
Sauk Centre Senior High School
Alexandria Technical College
Raymond James Financial Services, Inc. Member FINRA/SIPC February 2000 - Present
Prudential Securities February 1996 - January 2000
Morgan Stanley Smith Barney December 1983 - February 1996
Education
Sauk Centre Senior High School
Alexandria Technical College
Phil Juliano, Jr.'s Morgan Stanley Smith Barney Experience January 2002 - August 2003
Job Director at BlackRock
Industry Financial Services
Experience
BlackRock March 2014 - Present
MSCI Inc. September 2007 - March 2014
Michael Gold Associates September 2006 - September 2007
UBS September 2003 - September 2006
Morgan Stanley Smith Barney January 2002 - August 2003
Skills
Financial Modeling, Valuation, Finance, Securities, Financial Analysis, Equities
Education
Gettysburg College 1999 — 2003
BA, Business Management
American University 2002 — 2002
International Business and Trade
Canterbury School 1997 — 1999
BlackRock March 2014 - Present
MSCI Inc. September 2007 - March 2014
Michael Gold Associates September 2006 - September 2007
UBS September 2003 - September 2006
Morgan Stanley Smith Barney January 2002 - August 2003
Skills
Financial Modeling, Valuation, Finance, Securities, Financial Analysis, Equities
Education
Gettysburg College 1999 — 2003
BA, Business Management
American University 2002 — 2002
International Business and Trade
Canterbury School 1997 — 1999
William Sheldon Busch's Morgan Stanley Smith Barney Experience April 2009 - Present
Job The Busch Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2009 - Present
UBS Wealth Management July 2008 - May 2009
Skills
Wealth Management, Investment Advisory, Retirement Planning, Investments, Financial Analysis
Education
Abilene Christian University 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
Morgan Stanley Smith Barney April 2009 - Present
UBS Wealth Management July 2008 - May 2009
Skills
Wealth Management, Investment Advisory, Retirement Planning, Investments, Financial Analysis
Education
Abilene Christian University 2004 — 2008
Bachelor of Business Administration (BBA), Marketing
Rhamey Sayed's Morgan Stanley Smith Barney Experience July 2011 - June 2012
Job Data Scientist at HDR Architecture Inc
Industry Hospital & Health Care
Experience
Federal Home Loan Bank of New York March 2015 - Present
HDR Architecture Inc August 2014 - March 2015
Federal Housing Finance Agency July 2013 - May 2014
American University February 2013 - May 2013
Morgan Stanley Smith Barney July 2011 - June 2012
Directorship May 2009 - August 2009
Cleary Consultants May 2009 - August 2009
Skills
Marketing, Research, Public Relations, Program Management, Statistics, SAS, Data Analysis, Microsoft Office, Analysis, Public Speaking, Survey Design, Stata, R
Education
American University 2012 — 2014
Master of Science (MS), Statistics
Investment Banking Institute 2008 — 2008
Financial Modelling
The Ohio State University 2002 — 2008
BS, Economics
Federal Home Loan Bank of New York March 2015 - Present
HDR Architecture Inc August 2014 - March 2015
Federal Housing Finance Agency July 2013 - May 2014
American University February 2013 - May 2013
Morgan Stanley Smith Barney July 2011 - June 2012
Directorship May 2009 - August 2009
Cleary Consultants May 2009 - August 2009
Skills
Marketing, Research, Public Relations, Program Management, Statistics, SAS, Data Analysis, Microsoft Office, Analysis, Public Speaking, Survey Design, Stata, R
Education
American University 2012 — 2014
Master of Science (MS), Statistics
Investment Banking Institute 2008 — 2008
Financial Modelling
The Ohio State University 2002 — 2008
BS, Economics
Sergey Baburov's Morgan Stanley Smith Barney Experience March 1998 - Present
Job Senior Programmer at Citigroup
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 1998 - Present
Vitech November 1996 - March 1998
Meldisco 1996 - 1998
Skills
SQL, SDLC, XML, Web Services, Microsoft SQL Server, JavaScript, Software Development, Unix, COBOL, PL/SQL, DB2, Visio, JCL, Requirements Gathering, Java
Education
Yerevani Petakan Tntesagitakan Institut 1970 — 1975
Technical Cybernetica
202 Baku, USSR 1960 — 1970
Morgan Stanley Smith Barney March 1998 - Present
Vitech November 1996 - March 1998
Meldisco 1996 - 1998
Skills
SQL, SDLC, XML, Web Services, Microsoft SQL Server, JavaScript, Software Development, Unix, COBOL, PL/SQL, DB2, Visio, JCL, Requirements Gathering, Java
Education
Yerevani Petakan Tntesagitakan Institut 1970 — 1975
Technical Cybernetica
202 Baku, USSR 1960 — 1970
Anzil Salam's Morgan Stanley Smith Barney Experience May 2010 - November 2011
Job SCCM Administrator and Software Packaging Engineer at Andrews Kurth LLP
Industry Information Technology and Services
Experience
Andrews Kurth LLP April 2012 - Present
First National Bank of Omaha December 2011 - March 2012
Morgan Stanley Smith Barney May 2010 - November 2011
Citi May 2008 - April 2010
GE Power Systems September 2007 - April 2008
GE Power Systems April 2006 - August 2007
Mahindra Satyam April 2005 - March 2006
Education
CMC Trivandrum
HKBK College Of Engineering
HKBK College Of Engineering
Andrews Kurth LLP April 2012 - Present
First National Bank of Omaha December 2011 - March 2012
Morgan Stanley Smith Barney May 2010 - November 2011
Citi May 2008 - April 2010
GE Power Systems September 2007 - April 2008
GE Power Systems April 2006 - August 2007
Mahindra Satyam April 2005 - March 2006
Education
CMC Trivandrum
HKBK College Of Engineering
HKBK College Of Engineering
Jody Lammel's Morgan Stanley Smith Barney Experience April 2011 - March 2012
Job Personal Financial Representative at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC June 2013 - Present
Unique Underwriters April 2012 - May 2013
Morgan Stanley Smith Barney April 2011 - March 2012
US Bank January 2009 - April 2011
World Financial Group (WFG) September 2006 - January 2009
Lahontan Homes January 2005 - September 2006
Qwest June 1997 - January 2005
Skills
Banking, Management, Sales, Customer Satisfaction, Investments, Life Insurance, Leadership, Compliance, Information Technology, Operating Budgets, Recruiting, Coaching, Timely Decision Making, Honesty, Organizational..., Finance, Team Leadership, Budgets, Project Management, Small Business, Risk Management, Insurance, Fixed Annuities, Retirement Planning, Mutual Funds, Series 7, Wealth Management, Securities, Retirement, Mortgage Lending, Loans
Education
University of Phoenix 2012 — 2013
Master of Education (M.Ed.)
American InterContinental University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Allstate Financial Services, LLC June 2013 - Present
Unique Underwriters April 2012 - May 2013
Morgan Stanley Smith Barney April 2011 - March 2012
US Bank January 2009 - April 2011
World Financial Group (WFG) September 2006 - January 2009
Lahontan Homes January 2005 - September 2006
Qwest June 1997 - January 2005
Skills
Banking, Management, Sales, Customer Satisfaction, Investments, Life Insurance, Leadership, Compliance, Information Technology, Operating Budgets, Recruiting, Coaching, Timely Decision Making, Honesty, Organizational..., Finance, Team Leadership, Budgets, Project Management, Small Business, Risk Management, Insurance, Fixed Annuities, Retirement Planning, Mutual Funds, Series 7, Wealth Management, Securities, Retirement, Mortgage Lending, Loans
Education
University of Phoenix 2012 — 2013
Master of Education (M.Ed.)
American InterContinental University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Vijay Bollempalli's Morgan Stanley Smith Barney Experience January 2010 - July 2010
Job Sr. Archer Architect at HSBC
Industry Information Technology and Services
Experience
HSBC September 2014 - Present
Booz Allen Hamilton September 2014 - March 2015
CR Bard May 2014 - September 2014
McGraw-Hill February 2012 - April 2014
SDG Corporation May 2011 - February 2012
GE Capital August 2010 - April 2011
Morgan Stanley Smith Barney January 2010 - July 2010
Wells Fargo October 2009 - January 2010
Broadridge Financial Solutions 2008 - 2009
Bank of America May 2006 - June 2008
Skills
Information Security..., IT Risk Management, Regulatory Compliance, IT Governance, IT Audit, Policy Management, Third Party Security, Vulnerability Management, Application Security, Network Security, Business Continuity, Disaster Recovery, IT Controls, IT GRC, Archer Certified..., ISMS, Security, GRC, Information Security, Governance, ISO 27001, PCI DSS, RSA Archer eGRC, Policy, Integration, CISA, Risk Assessment, Information Technology, Enterprise Risk..., Vulnerability Assessment, ITIL
Education
Osmania University 1998 — 2001
Master of Computer Applications (MCA), Computers, First
VMRF Deemed University 2003 — 2006
Master of Business Administration (MBA), Business Administration and Management, General, First
JNNYC 2001 — 2002
Post Graduate Diploma in Business Management Systems, Business Administration and Management, General, First
Andhra University 1995 — 1998
Bachelor of Science (B.Sc), Electronics, First
HSBC September 2014 - Present
Booz Allen Hamilton September 2014 - March 2015
CR Bard May 2014 - September 2014
McGraw-Hill February 2012 - April 2014
SDG Corporation May 2011 - February 2012
GE Capital August 2010 - April 2011
Morgan Stanley Smith Barney January 2010 - July 2010
Wells Fargo October 2009 - January 2010
Broadridge Financial Solutions 2008 - 2009
Bank of America May 2006 - June 2008
Skills
Information Security..., IT Risk Management, Regulatory Compliance, IT Governance, IT Audit, Policy Management, Third Party Security, Vulnerability Management, Application Security, Network Security, Business Continuity, Disaster Recovery, IT Controls, IT GRC, Archer Certified..., ISMS, Security, GRC, Information Security, Governance, ISO 27001, PCI DSS, RSA Archer eGRC, Policy, Integration, CISA, Risk Assessment, Information Technology, Enterprise Risk..., Vulnerability Assessment, ITIL
Education
Osmania University 1998 — 2001
Master of Computer Applications (MCA), Computers, First
VMRF Deemed University 2003 — 2006
Master of Business Administration (MBA), Business Administration and Management, General, First
JNNYC 2001 — 2002
Post Graduate Diploma in Business Management Systems, Business Administration and Management, General, First
Andhra University 1995 — 1998
Bachelor of Science (B.Sc), Electronics, First
Scott Abry's Morgan Stanley Smith Barney Experience 2007 - January 2011
Job Chief Executive Officer at Steward Partners Consulting Solutions
Industry Financial Services
Experience
Steward Partners Consulting Solutions January 2014 - Present
Den for Grieving Kids 2010 - Present
Peter Harrison and Associates December 2011 - July 2015
Abry Advisors October 2011 - January 2014
Morgan Stanley January 2011 - September 2011
Morgan Stanley Smith Barney 2007 - January 2011
Smith Barney February 2004 - February 2007
Oppenheimer & Co. 1989 - 2003
Skills
Wealth Management, Investment Strategies, Financial Advisory, Financial Services, Separately Managed..., Series 65, Series 7, Series 24, Series 63, Alternative Investments, ETFs, Investment Advisory, Mutual Funds, Asset Allocation, FINRA, Executive Placements, Leadership, Investments, Asset Management, Equities, Securities, Strategic Financial..., Hedge Funds, Retirement Planning, Investment Management, Fixed Income, Portfolio Management, Capital Markets, Private Equity, Investment Banking, Financial Analysis, 401k, Retirement, Bonds, Options, Trading, Financial Markets, High Net Worth..., Wealth Management..., Wealth, Relationship Management, Fixed Annuities, Bloomberg, Estate Planning, Private Banking, Business Development, Equity Research, Finance, Financial Planning
Education
American University 1981 — 1985
Bachelor of Science (BS), Finance and International Business
American University - Kogod School of Business 1981 — 1985
bs/ba, Finance, International Business, International Relations
Tabor Academy 1979 — 1981
High School
Steward Partners Consulting Solutions January 2014 - Present
Den for Grieving Kids 2010 - Present
Peter Harrison and Associates December 2011 - July 2015
Abry Advisors October 2011 - January 2014
Morgan Stanley January 2011 - September 2011
Morgan Stanley Smith Barney 2007 - January 2011
Smith Barney February 2004 - February 2007
Oppenheimer & Co. 1989 - 2003
Skills
Wealth Management, Investment Strategies, Financial Advisory, Financial Services, Separately Managed..., Series 65, Series 7, Series 24, Series 63, Alternative Investments, ETFs, Investment Advisory, Mutual Funds, Asset Allocation, FINRA, Executive Placements, Leadership, Investments, Asset Management, Equities, Securities, Strategic Financial..., Hedge Funds, Retirement Planning, Investment Management, Fixed Income, Portfolio Management, Capital Markets, Private Equity, Investment Banking, Financial Analysis, 401k, Retirement, Bonds, Options, Trading, Financial Markets, High Net Worth..., Wealth Management..., Wealth, Relationship Management, Fixed Annuities, Bloomberg, Estate Planning, Private Banking, Business Development, Equity Research, Finance, Financial Planning
Education
American University 1981 — 1985
Bachelor of Science (BS), Finance and International Business
American University - Kogod School of Business 1981 — 1985
bs/ba, Finance, International Business, International Relations
Tabor Academy 1979 — 1981
High School
Yuqing Doty's Morgan Stanley Smith Barney Experience February 2008 - August 2010
Job Government Contractor at U.S. Department of Justice
Industry Translation and Localization
Experience
U.S. Department of Justice January 2013 - Present
Morgan Stanley Smith Barney February 2008 - August 2010
Pfizer November 2003 - May 2005
Pfizer May 1992 - September 1996
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Investments, Strategic Financial..., Investment Advisory, Series 63, Retirement, Portfolio Management, Investment Strategies, Securities, Financial Advisory, Estate Planning, Alternative Investments, Equities, Uniform Combined State..., Asset Management, Fixed Annuities
Education
Washington State University - College of Business and Economics 1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Dalian Medical University 1985 — 1990
Doctor of Medicine (MD), Medicine
U.S. Department of Justice January 2013 - Present
Morgan Stanley Smith Barney February 2008 - August 2010
Pfizer November 2003 - May 2005
Pfizer May 1992 - September 1996
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Investments, Strategic Financial..., Investment Advisory, Series 63, Retirement, Portfolio Management, Investment Strategies, Securities, Financial Advisory, Estate Planning, Alternative Investments, Equities, Uniform Combined State..., Asset Management, Fixed Annuities
Education
Washington State University - College of Business and Economics 1998 — 2000
Master of Business Administration (MBA), Business Administration and Management, General
Dalian Medical University 1985 — 1990
Doctor of Medicine (MD), Medicine
Guanghui Ping's Morgan Stanley Smith Barney Experience August 2010 - Present
Job Experienced Quant
Industry Investment Banking
Experience
Morgan Stanley Smith Barney August 2010 - Present
Quantifi October 2007 - August 2010
Skills
Fixed Income, Financial Risk, Financial Modeling, Derivatives, Monte Carlo Simulation, Quantitative Finance, Risk Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2008
MS, Math Finance
Drexel University 1999 — 2005
PhD, Computational Biophysics
Hebei University
Morgan Stanley Smith Barney August 2010 - Present
Quantifi October 2007 - August 2010
Skills
Fixed Income, Financial Risk, Financial Modeling, Derivatives, Monte Carlo Simulation, Quantitative Finance, Risk Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2008
MS, Math Finance
Drexel University 1999 — 2005
PhD, Computational Biophysics
Hebei University
Darius McCaskill, MBA's Morgan Stanley Smith Barney Experience February 2005 - October 2005
Job Creative Brand Strategist
Industry Marketing and Advertising
Experience
The Vigor Group October 2010 - Present
Kingsbridge Holdings October 2005 - February 2010
Morgan Stanley Smith Barney February 2005 - October 2005
Skills
Marketing, Negotiation, Business Development, Brand Management, Marketing Strategy, Strategic Planning, New Business Development, Business Strategy, Social Media Marketing, Market Research, Entrepreneurship, Sales, Analytics, Purchase Management, Corporate Branding, Web Marketing, Product Development, Trading, Financial Analysis, Social Media, Event Planning, Fundraising, Leadership, Public Speaking, Footwear, Spanish, Marketing Communications, Social Networking, Public Relations, Social Entrepreneurship, Event Management, Denim, Brand Development, Salesforce.com, Menswear, Retail Buying, Creative Strategy, Advertising, Marketing Management, E-commerce, Integrated Marketing, Management, Business Planning, SEO, International Business, Digital Marketing, Online Advertising, Online Marketing, Product Marketing, International Marketing
Education
American Intercontinental University 2008 — 2010
MBA, International Business
American University in Dubai 2002 — 2004
A.E. (2002 to 2004) Bachelor of Arts, International Business /Marketing
American Intercontinental University London/ American University in Paris/ AIU Atlanta 2000 — 2002
Bachelors, International Business/Marketing
The Vigor Group October 2010 - Present
Kingsbridge Holdings October 2005 - February 2010
Morgan Stanley Smith Barney February 2005 - October 2005
Skills
Marketing, Negotiation, Business Development, Brand Management, Marketing Strategy, Strategic Planning, New Business Development, Business Strategy, Social Media Marketing, Market Research, Entrepreneurship, Sales, Analytics, Purchase Management, Corporate Branding, Web Marketing, Product Development, Trading, Financial Analysis, Social Media, Event Planning, Fundraising, Leadership, Public Speaking, Footwear, Spanish, Marketing Communications, Social Networking, Public Relations, Social Entrepreneurship, Event Management, Denim, Brand Development, Salesforce.com, Menswear, Retail Buying, Creative Strategy, Advertising, Marketing Management, E-commerce, Integrated Marketing, Management, Business Planning, SEO, International Business, Digital Marketing, Online Advertising, Online Marketing, Product Marketing, International Marketing
Education
American Intercontinental University 2008 — 2010
MBA, International Business
American University in Dubai 2002 — 2004
A.E. (2002 to 2004) Bachelor of Arts, International Business /Marketing
American Intercontinental University London/ American University in Paris/ AIU Atlanta 2000 — 2002
Bachelors, International Business/Marketing
vikram kukade's Morgan Stanley Smith Barney Experience July 2007 - April 2010
Job Associate @ JPMC
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. November 2014 - Present
Citi Group August 2013 - Present
Mitchell Martin Inc. December 2010 - July 2013
Verizon Wireless May 2010 - December 2010
Morgan Stanley Smith Barney. July 2007 - April 2010
Consultant Ge transporatation January 2007 - June 2007
Mahindra Satyam April 2005 - December 2006
Skills
Java Enterprise Edition, Java, XML, SDLC, Flex, Technical Recruiting, Hibernate, Oracle, JavaScript, Requirements Analysis, Vendor Management, Business Intelligence, Unix, Business Analysis, Data Warehousing, PL/SQL, Software Project..., Enterprise Architecture, Spring Framework, JSP, Databases, JDBC, Servlets, Core Java, SQL
Education
Amravati University 1995 — 1998
Bachelor of Science (BSc)
JPMorgan Chase & Co. November 2014 - Present
Citi Group August 2013 - Present
Mitchell Martin Inc. December 2010 - July 2013
Verizon Wireless May 2010 - December 2010
Morgan Stanley Smith Barney. July 2007 - April 2010
Consultant Ge transporatation January 2007 - June 2007
Mahindra Satyam April 2005 - December 2006
Skills
Java Enterprise Edition, Java, XML, SDLC, Flex, Technical Recruiting, Hibernate, Oracle, JavaScript, Requirements Analysis, Vendor Management, Business Intelligence, Unix, Business Analysis, Data Warehousing, PL/SQL, Software Project..., Enterprise Architecture, Spring Framework, JSP, Databases, JDBC, Servlets, Core Java, SQL
Education
Amravati University 1995 — 1998
Bachelor of Science (BSc)
Kenneth Machlin's Morgan Stanley Smith Barney Experience November 1996 - Present
Job Sr Vice PresidentInvestments at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 1996 - Present
Prudential Securities November 1982 - November 1996
Skills
Wealth Management, Investment Advisory
Education
Univ of Pa 1994 — 1994
CIMA, Investment Management
College for Financial Planning 1985 — 1987
CFP, Financial Planning
American University 1981 — 1984
MBA, Finance
Appalachian State University 1968 — 1969
Mathematics
High Point University 1964 — 1968
BS, mathematics
Morgan Stanley Smith Barney November 1996 - Present
Prudential Securities November 1982 - November 1996
Skills
Wealth Management, Investment Advisory
Education
Univ of Pa 1994 — 1994
CIMA, Investment Management
College for Financial Planning 1985 — 1987
CFP, Financial Planning
American University 1981 — 1984
MBA, Finance
Appalachian State University 1968 — 1969
Mathematics
High Point University 1964 — 1968
BS, mathematics
Roman Labutin, CFA's Morgan Stanley Smith Barney Experience 2009 - October 2011
Job CFO Citi Private Bank
Industry Financial Services
Experience
Citigroup March 2015 - Present
Citigroup 2011 - Present
Morgan Stanley Smith Barney 2009 - October 2011
Citigroup 2007 - 2009
Citigroup 2003 - 2007
Education
Fordham Gabelli School of Business 2000 — 2001
MBA, Finance
Russian Foreign Trade Academy 1995 — 1996
MBA, MS Economics, Business/Managerial Economics
Moscow Institute of Physics and Technology (State University) (MIPT) 1987 — 1993
BS, MS, Physics & Applied Mathematics
Citigroup March 2015 - Present
Citigroup 2011 - Present
Morgan Stanley Smith Barney 2009 - October 2011
Citigroup 2007 - 2009
Citigroup 2003 - 2007
Education
Fordham Gabelli School of Business 2000 — 2001
MBA, Finance
Russian Foreign Trade Academy 1995 — 1996
MBA, MS Economics, Business/Managerial Economics
Moscow Institute of Physics and Technology (State University) (MIPT) 1987 — 1993
BS, MS, Physics & Applied Mathematics
Leslie McClure Krasner's Morgan Stanley Smith Barney Experience April 2000 - Present
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2000 - Present
Citi July 1997 - April 2000
U.S. Government Accountability Office June 1989 - December 1996
Skills
Asset Management, Auditing, Contract Negotiation, Policy, Management, Strategy, Series 7, Negotiation, Capital Markets, Training, Risk Management, Financial Risk, Team Leadership, Internal Audit
Education
American University, Washington College of Law
Doctor of Law (JD)
University of Central Missouri
MS and BS, Criminal Justice/Law Enforcement Administration
Morgan Stanley Smith Barney April 2000 - Present
Citi July 1997 - April 2000
U.S. Government Accountability Office June 1989 - December 1996
Skills
Asset Management, Auditing, Contract Negotiation, Policy, Management, Strategy, Series 7, Negotiation, Capital Markets, Training, Risk Management, Financial Risk, Team Leadership, Internal Audit
Education
American University, Washington College of Law
Doctor of Law (JD)
University of Central Missouri
MS and BS, Criminal Justice/Law Enforcement Administration
Juan Veras Jr.'s Morgan Stanley Smith Barney Experience January 2008 - March 2010
Job Sales Specialist at Hermès
Industry Luxury Goods & Jewelry
Experience
Hermes of Paris December 2010 - Present
Morgan Stanley Smith Barney January 2008 - March 2010
Morgan Stanley Smith Barney August 2007 - December 2007
Skills
Marketing, Sales, Event Planning, Graphic Design, Retail, Microsoft Office, Illustrator, Social Media Marketing, Social Networking, Luxury Goods, Time Management, Sales Operations, Employee Training, Fashion, Operations Management, Photography, Men's Fashion
Education
State University of New York at Purchase College 2001 — 2005
Bachelor of Arts, Liberal Studies Art
Universidad de Burgos 2005 — 2005
Photography
Hermes of Paris December 2010 - Present
Morgan Stanley Smith Barney January 2008 - March 2010
Morgan Stanley Smith Barney August 2007 - December 2007
Skills
Marketing, Sales, Event Planning, Graphic Design, Retail, Microsoft Office, Illustrator, Social Media Marketing, Social Networking, Luxury Goods, Time Management, Sales Operations, Employee Training, Fashion, Operations Management, Photography, Men's Fashion
Education
State University of New York at Purchase College 2001 — 2005
Bachelor of Arts, Liberal Studies Art
Universidad de Burgos 2005 — 2005
Photography
Dave Seale's Morgan Stanley Smith Barney Experience April 1998 - July 2001
Job Teacher at The Woodlands High School
Industry Education Management
Experience
Conroe Independent School District August 2001 - Present
Morgan Stanley Smith Barney April 1998 - July 2001
Stewart Title March 1996 - December 1998
JPMorgan Chase June 1985 - April 1997
Skills
Teaching, Curriculum Development, Curriculum Design, Educational Technology, Instructional Design, Tutoring
Education
Adelphi University 1979 — 1984
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1975 — 1979
BA, Economics
Conroe Independent School District August 2001 - Present
Morgan Stanley Smith Barney April 1998 - July 2001
Stewart Title March 1996 - December 1998
JPMorgan Chase June 1985 - April 1997
Skills
Teaching, Curriculum Development, Curriculum Design, Educational Technology, Instructional Design, Tutoring
Education
Adelphi University 1979 — 1984
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1975 — 1979
BA, Economics
Gobi Ramakrishnan's Morgan Stanley Smith Barney Experience December 2007 - March 2012
Job Financial Services and Information Technology Professional
Industry Information Technology and Services
Experience
Wells Fargo April 2013 - Present
Credit Suisse October 2012 - April 2013
Verizon Wireless March 2012 - September 2012
Morgan Stanley Smith Barney December 2007 - March 2012
Satyam Computer services Limited July 2005 - March 2012
Skills
SDLC, Java, Java Enterprise Edition
Education
Anna University 2001 — 2005
Bachelor of Technology (BTech), Information Technology
Wells Fargo April 2013 - Present
Credit Suisse October 2012 - April 2013
Verizon Wireless March 2012 - September 2012
Morgan Stanley Smith Barney December 2007 - March 2012
Satyam Computer services Limited July 2005 - March 2012
Skills
SDLC, Java, Java Enterprise Edition
Education
Anna University 2001 — 2005
Bachelor of Technology (BTech), Information Technology
Carol McDaniel's Morgan Stanley Smith Barney Experience January 2003 - December 2006
Job Contract Photographer at Fort Mill Photography
Industry Photography
Experience
Fort Mill Photography April 2007 - Present
Morgan Stanley Smith Barney January 2003 - December 2006
Wachovia Securities July 2001 - December 2002
Wachovia Securities February 2000 - July 2001
Skills
Series 7, Public Speaking
Education
Appalachian State University 1996 — 1999
Bachelor of Arts, Communication
Northwest Guilford High School 1992 — 1996
Fort Mill Photography April 2007 - Present
Morgan Stanley Smith Barney January 2003 - December 2006
Wachovia Securities July 2001 - December 2002
Wachovia Securities February 2000 - July 2001
Skills
Series 7, Public Speaking
Education
Appalachian State University 1996 — 1999
Bachelor of Arts, Communication
Northwest Guilford High School 1992 — 1996
Arlene Safft's Morgan Stanley Smith Barney Experience December 2000 - May 2010
Job
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2000 - May 2010
Skills
Series 7, Series 63, Mutual Funds
Education
Adelphi University
BA Psychology, Psychology
Morgan Stanley Smith Barney December 2000 - May 2010
Skills
Series 7, Series 63, Mutual Funds
Education
Adelphi University
BA Psychology, Psychology
Weingarten Ilan's Morgan Stanley Smith Barney Experience September 2004 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2004 - Present
Morgan, Lewis & Bockius LLP May 2000 - August 2004
US Securities and Exchange Commission August 1998 - April 2000
Skills
Securities Regulation, FINRA, Securities, Securities Litigation, Hedge Funds, Private Equity, SEC, Capital Markets, Investment Advisory, Wealth Management, Equities, Asset Managment, Alternative Investments, Broker-Dealer, Series 7, Series 63
Education
American University, Washington College of Law 1995 — 1998
JD
Lehigh University 1991 — 1995
BA, Political Science
Morgan Stanley Smith Barney September 2004 - Present
Morgan, Lewis & Bockius LLP May 2000 - August 2004
US Securities and Exchange Commission August 1998 - April 2000
Skills
Securities Regulation, FINRA, Securities, Securities Litigation, Hedge Funds, Private Equity, SEC, Capital Markets, Investment Advisory, Wealth Management, Equities, Asset Managment, Alternative Investments, Broker-Dealer, Series 7, Series 63
Education
American University, Washington College of Law 1995 — 1998
JD
Lehigh University 1991 — 1995
BA, Political Science
Maiia Hart's Morgan Stanley Smith Barney Experience August 2007 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2007 - Present
Education
Samara State University 1995 — 1999
Morgan Stanley Smith Barney August 2007 - Present
Education
Samara State University 1995 — 1999
Patricia Landau's Morgan Stanley Smith Barney Experience Executive DirectorMorgan Stanley2009 - Present
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney Executive DirectorMorgan Stanley2009 - Present
Morgan Stanley 2009 - Present
Smith Barney March 1993 - January 2009
Education
Adelphi University
Masters in Business Adminstation
Morgan Stanley Smith Barney Executive DirectorMorgan Stanley2009 - Present
Morgan Stanley 2009 - Present
Smith Barney March 1993 - January 2009
Education
Adelphi University
Masters in Business Adminstation
Mary Ellen Ginty-Gaudiuso's Morgan Stanley Smith Barney Experience
Job VP at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney
Skills
Series 7, Strategic Financial..., Forecasting, Alternative Investments, Financial Modeling, Wealth Management, Financial Analysis
Education
Adelphi University 1995 — 2000
Master of Business Administration (MBA), Finance, General
Manhattan College 1988 — 1992
Bachelor's degree, Accounting
Morgan Stanley Smith Barney
Skills
Series 7, Strategic Financial..., Forecasting, Alternative Investments, Financial Modeling, Wealth Management, Financial Analysis
Education
Adelphi University 1995 — 2000
Master of Business Administration (MBA), Finance, General
Manhattan College 1988 — 1992
Bachelor's degree, Accounting
Helen Hedemann's Morgan Stanley Smith Barney Experience January 2001 - Present
Job CSG at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2001 - Present
Skills
Series 7, Series 24, Managed Accounts, Mutual Funds, Series 63, Investments, Securities, Equities, Financial Services, Alternative Investments, Fixed Income, Options, Wealth Management, FINRA, Managing Accounts, Asset Management
Education
Adelphi University 1982 — 1986
MBA, Finance
Hofstra University 1978 — 1982
BA, Political Science
Morgan Stanley Smith Barney January 2001 - Present
Skills
Series 7, Series 24, Managed Accounts, Mutual Funds, Series 63, Investments, Securities, Equities, Financial Services, Alternative Investments, Fixed Income, Options, Wealth Management, FINRA, Managing Accounts, Asset Management
Education
Adelphi University 1982 — 1986
MBA, Finance
Hofstra University 1978 — 1982
BA, Political Science
Alan J Chapman's Morgan Stanley Smith Barney Experience March 2010 - March 2011
Job Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott January 2012 - Present
The Mercadien Group July 2011 - January 2012
Morgan Stanley Smith Barney March 2010 - March 2011
AGA Sales Corp July 2006 - March 2010
Artcraft Wire Works Inc. 1996 - 2006
Skills
Securities, Series 7, Investment Management, Uniform Combined State..., Strategic Financial..., Finance, Small Business, Long-term Care, Strategic Planning, Wealth Management
Education
Fairleigh Dickinson University-Florham Campus 2008 — 2009
Certificate Financial Planning Program
La Salle University - School of Business Administration 1979 — 1983
MBA
Albright College 1970 — 1974
BA, Urban Affairs /Political Science
Stony Brook School 1967 — 1970
Janney Montgomery Scott January 2012 - Present
The Mercadien Group July 2011 - January 2012
Morgan Stanley Smith Barney March 2010 - March 2011
AGA Sales Corp July 2006 - March 2010
Artcraft Wire Works Inc. 1996 - 2006
Skills
Securities, Series 7, Investment Management, Uniform Combined State..., Strategic Financial..., Finance, Small Business, Long-term Care, Strategic Planning, Wealth Management
Education
Fairleigh Dickinson University-Florham Campus 2008 — 2009
Certificate Financial Planning Program
La Salle University - School of Business Administration 1979 — 1983
MBA
Albright College 1970 — 1974
BA, Urban Affairs /Political Science
Stony Brook School 1967 — 1970
Fiona Kramer's Morgan Stanley Smith Barney Experience February 2007 - August 2011
Job Tier II Technician at L3 Communications
Industry Information Technology and Services
Experience
L3 Communications August 2013 - Present
Community College of Baltimore County October 2011 - August 2013
Morgan Stanley Smith Barney February 2007 - August 2011
Sun Edison 2006 - 2007
Skills
Tax, Mutual Funds, Auditing, Financial Analysis, Financial Accounting, Finance, Strategic Financial..., Data Analysis, Risk Management, Analysis, CompTIA Network+..., CompTIA A+ Certification, Access, Security, Accounting, Process Improvement, Business Analysis, Leadership, Financial Reporting, Management, Networking, Training, Budgets, Business Process..., Software Documentation, Event Planning, Information Technology, Project Management, Microsoft Excel, Microsoft Office, Program Management
Education
William Paterson University of New Jersey 1996 — 1999
Bachelor's degree, Television Production/Engineering, Communications, Business, Philosophy
Anne Arundel Community College
Certificate, Cyber Security and Networking
L3 Communications August 2013 - Present
Community College of Baltimore County October 2011 - August 2013
Morgan Stanley Smith Barney February 2007 - August 2011
Sun Edison 2006 - 2007
Skills
Tax, Mutual Funds, Auditing, Financial Analysis, Financial Accounting, Finance, Strategic Financial..., Data Analysis, Risk Management, Analysis, CompTIA Network+..., CompTIA A+ Certification, Access, Security, Accounting, Process Improvement, Business Analysis, Leadership, Financial Reporting, Management, Networking, Training, Budgets, Business Process..., Software Documentation, Event Planning, Information Technology, Project Management, Microsoft Excel, Microsoft Office, Program Management
Education
William Paterson University of New Jersey 1996 — 1999
Bachelor's degree, Television Production/Engineering, Communications, Business, Philosophy
Anne Arundel Community College
Certificate, Cyber Security and Networking
Elliot Luger's Morgan Stanley Smith Barney Experience November 2010 - Present
Job Consultant at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2010 - Present
Morgan Stanley, Consultant November 2010 - Present
Gateway Energy Services June 2009 - November 2010
Medco June 2008 - May 2009
Morgan Stanley, Consultant November 2005 - March 2008
CCH, Inc July 2002 - November 2005
Moody's Investors Service January 1997 - February 2002
Conversion Services International, Inc March 1996 - December 1996
Sybase Professional Services January 1995 - February 1996
New York Life Insurance Company March 1989 - December 1994
Skills
Sybase, MS SQL Server, Teradata, SQL, Databases, Integration
Education
Adelphi University
B.S, Management and Communication
Adelphi University
Bachelors, Management and Communication
Adelphi University
Morgan Stanley Smith Barney November 2010 - Present
Morgan Stanley, Consultant November 2010 - Present
Gateway Energy Services June 2009 - November 2010
Medco June 2008 - May 2009
Morgan Stanley, Consultant November 2005 - March 2008
CCH, Inc July 2002 - November 2005
Moody's Investors Service January 1997 - February 2002
Conversion Services International, Inc March 1996 - December 1996
Sybase Professional Services January 1995 - February 1996
New York Life Insurance Company March 1989 - December 1994
Skills
Sybase, MS SQL Server, Teradata, SQL, Databases, Integration
Education
Adelphi University
B.S, Management and Communication
Adelphi University
Bachelors, Management and Communication
Adelphi University
Jordan Pinkus's Morgan Stanley Smith Barney Experience 2008 - 2008
Job Student at University of Southern California Marshall School of Business
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2008 - 2008
Education
University of Southern California - Marshall School of Business 2010 — 2013
Crossroads
Morgan Stanley Smith Barney 2008 - 2008
Education
University of Southern California - Marshall School of Business 2010 — 2013
Crossroads
Regina (Trifilio) McElwain Davis's Morgan Stanley Smith Barney Experience January 2012 - January 2012
Job Wealth Management, Financial Advisor Associate • Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2012 - January 2012
Business Consulting Services October 2009 - November 2011
Dayton Community Development Corporation 2008 - 2009
Skills
Series 7, Series 66, Financial Analysis, Risk Analysis, Liquidity Analysis, Asset Allocation, Portfolio Management, Yield Management, Retirement Planning, College Savings Plans, Growth Strategies, Fixed Income Strategies, Preservation of Capital, Options Strategies, Mutual Funds, Variable Annuities, ETF's, Equities, Convertible Bonds, Municipal Bonds, Government Bonds, Debentures, Money Market Funds, Derivatives, Emerging Markets, REIT, DPP's, Unit Investment Trusts, Futures Trading, Forward Contracts, Insurance Policies, Fixed Annuities, Term Life Insurance, Whole Life, Variable Life, Universal Life, 401k Rollovers, IRAs, Roth IRA, 529 Plans, Coverdell, Financial Accounting, Currency Futures, Uniform Combined State...
Education
American InterContinental University 2011 — 2014
Master of Business Administration (MBA), Finance
American InterContinental University 2008 — 2011
Bachelor of Business Administration (BBA), International Business, Cum Laude
University of St. Thomas (TX) 2006 — 2007
Bachelor of Business Administration (BBA), International Business
Lee College 2005 — 2006
American Studies Honors Program
Primar und Sekundarschule - Brunnen, Switzerland 1982 — 1991
Morgan Stanley Smith Barney January 2012 - January 2012
Business Consulting Services October 2009 - November 2011
Dayton Community Development Corporation 2008 - 2009
Skills
Series 7, Series 66, Financial Analysis, Risk Analysis, Liquidity Analysis, Asset Allocation, Portfolio Management, Yield Management, Retirement Planning, College Savings Plans, Growth Strategies, Fixed Income Strategies, Preservation of Capital, Options Strategies, Mutual Funds, Variable Annuities, ETF's, Equities, Convertible Bonds, Municipal Bonds, Government Bonds, Debentures, Money Market Funds, Derivatives, Emerging Markets, REIT, DPP's, Unit Investment Trusts, Futures Trading, Forward Contracts, Insurance Policies, Fixed Annuities, Term Life Insurance, Whole Life, Variable Life, Universal Life, 401k Rollovers, IRAs, Roth IRA, 529 Plans, Coverdell, Financial Accounting, Currency Futures, Uniform Combined State...
Education
American InterContinental University 2011 — 2014
Master of Business Administration (MBA), Finance
American InterContinental University 2008 — 2011
Bachelor of Business Administration (BBA), International Business, Cum Laude
University of St. Thomas (TX) 2006 — 2007
Bachelor of Business Administration (BBA), International Business
Lee College 2005 — 2006
American Studies Honors Program
Primar und Sekundarschule - Brunnen, Switzerland 1982 — 1991
LOUIS SANTISTEVAN's Morgan Stanley Smith Barney Experience February 2000 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2000 - Present
Education
Adams State University 1972 — 1974
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
alamosa high alamosa colorado
Morgan Stanley Smith Barney February 2000 - Present
Education
Adams State University 1972 — 1974
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
alamosa high alamosa colorado
Nandan Patel's Morgan Stanley Smith Barney Experience January 2004 - February 2005
Job Sales Consultant at Verizon Wireless
Industry Telecommunications
Experience
7-Eleven October 2013 - Present
Verizon Wireless July 2010 - July 2013
Morgan Stanley Smith Barney January 2004 - February 2005
Skills
Sales, Customer Service, Management, Microsoft Office, Leadership, Marketing, Sales Management, Telecommunications, Retail, Team Building, Inventory Management, Customer Satisfaction
Education
State University of New York at Albany 2005 — 2009
Bachelor of Arts (B.A.), Economics
Adelphi University
7-Eleven October 2013 - Present
Verizon Wireless July 2010 - July 2013
Morgan Stanley Smith Barney January 2004 - February 2005
Skills
Sales, Customer Service, Management, Microsoft Office, Leadership, Marketing, Sales Management, Telecommunications, Retail, Team Building, Inventory Management, Customer Satisfaction
Education
State University of New York at Albany 2005 — 2009
Bachelor of Arts (B.A.), Economics
Adelphi University
Jesse Wagner's Morgan Stanley Smith Barney Experience August 2010 - August 2012
Job Student at Tufts University School of Dental Medicine
Industry Financial Services
Experience
Tufts University School of Dental Medicine June 2015 - Present
Morgan Stanley Smith Barney August 2010 - August 2012
Mr Gold January 2004 - May 2011
Skills
Series 7, Estate Planning, Securities, Retirement, Investments, Series 63, Series 65, 401k Rollovers, Retirement Planning, Qualified Retirement..., Banking & Lending, Insurance Policies
Education
Bond University 2011 — 2011
Adelphi University 2008 — 2011
Tufts University School of Dental Medicine June 2015 - Present
Morgan Stanley Smith Barney August 2010 - August 2012
Mr Gold January 2004 - May 2011
Skills
Series 7, Estate Planning, Securities, Retirement, Investments, Series 63, Series 65, 401k Rollovers, Retirement Planning, Qualified Retirement..., Banking & Lending, Insurance Policies
Education
Bond University 2011 — 2011
Adelphi University 2008 — 2011
seth goldman's Morgan Stanley Smith Barney Experience December 2003 - May 2009
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan May 2009 - Present
Morgan Stanley Smith Barney December 2003 - May 2009
Education
Alfred University 1986 — 1990
Bachelor of Arts (BA)
JP Morgan May 2009 - Present
Morgan Stanley Smith Barney December 2003 - May 2009
Education
Alfred University 1986 — 1990
Bachelor of Arts (BA)
Delroy Wilson's Morgan Stanley Smith Barney Experience
Job Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney
Skills
Business Analysis
Education
Adelphi University
Bachelor of Business Administration (BBA)
Morgan Stanley Smith Barney
Skills
Business Analysis
Education
Adelphi University
Bachelor of Business Administration (BBA)
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.