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
Daryce Peterson Daryce Peterson's Morgan Stanley Smith Barney Experience January 1979 - March 1980
Job CFOController. Experienced. Pragmatic. Strong network. Get things done. Financial reporting. Systems. Audit. Tax.
Industry Management Consulting
Experience
self-employed September 2013 - Present
self employed March 2009 - September 2013
Robert Half Management Resources 1998 - 2009
Lease Management Services September 1992 - January 1998
Prudential Bache Securities, Inc. September 1983 - September 1988
Morgan Stanley Smith Barney January 1979 - March 1980
Skills
Corporate Controller, Financial reporting for..., Management financial..., SEC Financial Reporting, High tech...., Cash Flow Reporting, Chart of Accounts..., Software: audits...., Financial Analysis, Financial Policies &..., Mergers & Acquisitions, Due diligence audits. ..., Consolidated Financial..., Nonprofit board..., Nonprofit funding..., Grant Writing, GAAP reporting for..., GAAP reporting nonprofit, Tax Accounting, Revenue Recognition:..., Revenue Recognition:..., Labor cost analysis and..., Lease accounting, Internal audit &..., Process improvement &..., Accounts receivable..., Accounts payable..., Payroll. Benefits...., Tax deductions & tax..., Affordable Care Act..., Fixed Asset Management, GAAP book depreciation..., Multi-state sales & use..., Property tax reporting..., Project leader. ..., Project planning &..., Fundraising. Donor..., Volunteer Recruiting, Volunteer Management, Public Speaking, Storytelling, Community leader.
Education
Golden Gate University 2003 — 2005
M.S., Taxation
Colorado State University
Bachelor of Science (BS), Education
self-employed September 2013 - Present
self employed March 2009 - September 2013
Robert Half Management Resources 1998 - 2009
Lease Management Services September 1992 - January 1998
Prudential Bache Securities, Inc. September 1983 - September 1988
Morgan Stanley Smith Barney January 1979 - March 1980
Skills
Corporate Controller, Financial reporting for..., Management financial..., SEC Financial Reporting, High tech...., Cash Flow Reporting, Chart of Accounts..., Software: audits...., Financial Analysis, Financial Policies &..., Mergers & Acquisitions, Due diligence audits. ..., Consolidated Financial..., Nonprofit board..., Nonprofit funding..., Grant Writing, GAAP reporting for..., GAAP reporting nonprofit, Tax Accounting, Revenue Recognition:..., Revenue Recognition:..., Labor cost analysis and..., Lease accounting, Internal audit &..., Process improvement &..., Accounts receivable..., Accounts payable..., Payroll. Benefits...., Tax deductions & tax..., Affordable Care Act..., Fixed Asset Management, GAAP book depreciation..., Multi-state sales & use..., Property tax reporting..., Project leader. ..., Project planning &..., Fundraising. Donor..., Volunteer Recruiting, Volunteer Management, Public Speaking, Storytelling, Community leader.
Education
Golden Gate University 2003 — 2005
M.S., Taxation
Colorado State University
Bachelor of Science (BS), Education
Edward Koranteng, RPA, AIF®, CRPS® Edward Koranteng, RPA, AIF®, CRPS®'s Morgan Stanley Smith Barney Experience November 2004 - March 2005
Job Regional Sales Representative Securian Retirement Distributors
Industry Financial Services
Experience
Securian Retirement Distributors December 2005 - Present
Waddell & Reed March 2005 - December 2005
Morgan Stanley Smith Barney November 2004 - March 2005
Skills
Investments, Series 6, Fixed Annuities, Investment Strategies, Financial Advisory, Series 7, Mutual Funds, Strategic Financial..., Pensions, Qualified Retirement..., Insurance, Life Insurance, Asset Allocation, Investment Advisory, ERISA, Retirement Plan..., Defined Benefit, Series 63, 401k, Retirement, Retirement Planning
Education
Concordia College 2001 — 2005
BA, Economics & Finance
Concordia College
Securian Retirement Distributors December 2005 - Present
Waddell & Reed March 2005 - December 2005
Morgan Stanley Smith Barney November 2004 - March 2005
Skills
Investments, Series 6, Fixed Annuities, Investment Strategies, Financial Advisory, Series 7, Mutual Funds, Strategic Financial..., Pensions, Qualified Retirement..., Insurance, Life Insurance, Asset Allocation, Investment Advisory, ERISA, Retirement Plan..., Defined Benefit, Series 63, 401k, Retirement, Retirement Planning
Education
Concordia College 2001 — 2005
BA, Economics & Finance
Concordia College
Eric Johnson, CFP® Eric Johnson, CFP®'s Morgan Stanley Smith Barney Experience August 2007 - April 2011
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2011 - Present
Morgan Stanley Smith Barney August 2007 - April 2011
OneAmerica February 2007 - August 2007
Enron April 2001 - December 2006
Education
University of Houston, C.T. Bauer College of Business 1991 — 1992
MBA, Finance
Colorado State University 1985 — 1989
BS, Business-Finance
Wells Fargo Advisors, LLC April 2011 - Present
Morgan Stanley Smith Barney August 2007 - April 2011
OneAmerica February 2007 - August 2007
Enron April 2001 - December 2006
Education
University of Houston, C.T. Bauer College of Business 1991 — 1992
MBA, Finance
Colorado State University 1985 — 1989
BS, Business-Finance
Brandon Fancher Brandon Fancher's Morgan Stanley Smith Barney Experience January 2006 - July 2011
Job Financial Advisor, PIM® Portfolio Manager at The Fancher Pribula Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors LLC July 2011 - Present
Morgan Stanley Smith Barney January 2006 - July 2011
Education
Columbia State Community College
Johnson County Community College
Orange Coast College
Utah Valley University
Wells Fargo Advisors LLC July 2011 - Present
Morgan Stanley Smith Barney January 2006 - July 2011
Education
Columbia State Community College
Johnson County Community College
Orange Coast College
Utah Valley University
Lisa (Fasano) Cartwright's Morgan Stanley Smith Barney Experience October 1995 - October 1997
Job Entrepreneur and Investor
Industry Consumer Goods
Experience
Make People Better, LLC June 2014 - Present
JP Morgan Chase March 2010 - June 2014
Citi April 2000 - April 2004
J.P. Morgan 1998 - 2000
ABN AMRO Bank N.V. 1997 - 1998
Morgan Stanley Smith Barney October 1995 - October 1997
Christie's August 1989 - January 1994
Skills
Equity Research, Financial Modeling, Hedge Funds, Private Equity, Bloomberg, Securities, Financial Analysis, Investments, Fixed Income, Asset Managment, Derivatives, Capital Markets, Investment Banking, Asset Management, Alternative Investments, Equity Valuation
Education
Columbia Business School 1994 — 1995
MBA, Accounting & Finance
The University of Texas at Austin 1984 — 1988
Bachelor of Fine Arts (B.F.A.), Fine and Studio Arts and Art History
Make People Better, LLC June 2014 - Present
JP Morgan Chase March 2010 - June 2014
Citi April 2000 - April 2004
J.P. Morgan 1998 - 2000
ABN AMRO Bank N.V. 1997 - 1998
Morgan Stanley Smith Barney October 1995 - October 1997
Christie's August 1989 - January 1994
Skills
Equity Research, Financial Modeling, Hedge Funds, Private Equity, Bloomberg, Securities, Financial Analysis, Investments, Fixed Income, Asset Managment, Derivatives, Capital Markets, Investment Banking, Asset Management, Alternative Investments, Equity Valuation
Education
Columbia Business School 1994 — 1995
MBA, Accounting & Finance
The University of Texas at Austin 1984 — 1988
Bachelor of Fine Arts (B.F.A.), Fine and Studio Arts and Art History
Christine Jersild Christine Jersild's Morgan Stanley Smith Barney Experience May 1984 - January 1991
Job Marketing Manager at CUNA Mutual Group
Industry Financial Services
Experience
CUNA Mutual Group November 2010 - Present
Oriel STAT A MATRIX May 2000 - November 2010
American Girl January 1992 - March 2000
Broadjam 2000 - 2000
Morgan Stanley Smith Barney May 1984 - January 1991
Skills
Cross-functional Team..., Corporate Communications, Copywriting, Process Improvement, Public Relations, Strategy, Advertising, Marketing, Sales, Direct Marketing, Social Media Marketing, Email Marketing, Team Leadership, Marketing Strategy, Social Media, Customer Service, Marketing Communications, Corporate Branding, Change Management, Strategic Planning, Project Management, Market Planning, B2B, Program Management, Six Sigma, Leadership, Team Building, Marketing Management, Digital Marketing, SEO, Web Analytics, Press Releases, Multi-channel Marketing, Integrated Marketing, Product Marketing, CRM, Market Research, Brand Management, B2B Marketing, Lead Generation, Online Marketing, Direct Mail, Database Marketing, Newsletters, Brand Development, Marketing Research, Competitive Analysis, Product Launch, Segmentation, Credit Unions
Education
Colorado State University 1980 — 1984
LGM6
Graduating Class 6
Neenah High School
CUNA Mutual Group November 2010 - Present
Oriel STAT A MATRIX May 2000 - November 2010
American Girl January 1992 - March 2000
Broadjam 2000 - 2000
Morgan Stanley Smith Barney May 1984 - January 1991
Skills
Cross-functional Team..., Corporate Communications, Copywriting, Process Improvement, Public Relations, Strategy, Advertising, Marketing, Sales, Direct Marketing, Social Media Marketing, Email Marketing, Team Leadership, Marketing Strategy, Social Media, Customer Service, Marketing Communications, Corporate Branding, Change Management, Strategic Planning, Project Management, Market Planning, B2B, Program Management, Six Sigma, Leadership, Team Building, Marketing Management, Digital Marketing, SEO, Web Analytics, Press Releases, Multi-channel Marketing, Integrated Marketing, Product Marketing, CRM, Market Research, Brand Management, B2B Marketing, Lead Generation, Online Marketing, Direct Mail, Database Marketing, Newsletters, Brand Development, Marketing Research, Competitive Analysis, Product Launch, Segmentation, Credit Unions
Education
Colorado State University 1980 — 1984
LGM6
Graduating Class 6
Neenah High School
Amanda Abel Amanda Abel's Morgan Stanley Smith Barney Experience June 2009 - December 2009
Job Client Relations Associate
Industry Medical Devices
Experience
Osprey Biomedical February 2015 - Present
Tourism College of Zhejiang August 2013 - July 2014
UCLA Recreation: John Wooden Center May 2012 - June 2013
Baja Sharkeez Upper Manhattan April 2012 - May 2013
UCLA Recreation: John Wooden Center April 2010 - May 2012
Caballero & Cía. Ltda. June 2010 - July 2010
Morgan Stanley Smith Barney June 2009 - December 2009
Skills
Research, Social Networking, Management, Sales, Microsoft Office, Keynote, Supervisory Skills, Social Media Marketing, Social Media, Event Planning, Facebook, Public Speaking, Spanish, Customer Service, Analysis, Teaching, International Relations, PowerPoint, Data Analysis
Education
Concordia University-Irvine 2013 — 2014
M.A. International Studies (MAIS), International Business
University of California, Los Angeles 2009 — 2013
B.A., International Development Studies & Political Science
Osprey Biomedical February 2015 - Present
Tourism College of Zhejiang August 2013 - July 2014
UCLA Recreation: John Wooden Center May 2012 - June 2013
Baja Sharkeez Upper Manhattan April 2012 - May 2013
UCLA Recreation: John Wooden Center April 2010 - May 2012
Caballero & Cía. Ltda. June 2010 - July 2010
Morgan Stanley Smith Barney June 2009 - December 2009
Skills
Research, Social Networking, Management, Sales, Microsoft Office, Keynote, Supervisory Skills, Social Media Marketing, Social Media, Event Planning, Facebook, Public Speaking, Spanish, Customer Service, Analysis, Teaching, International Relations, PowerPoint, Data Analysis
Education
Concordia University-Irvine 2013 — 2014
M.A. International Studies (MAIS), International Business
University of California, Los Angeles 2009 — 2013
B.A., International Development Studies & Political Science
Daniel Kau Daniel Kau's Morgan Stanley Smith Barney Experience 2007 - 2009
Job Realtor at Alain Pinel Realtors
Industry Real Estate
Experience
Alain Pinel Realtors 2014 - Present
Morgan Stanley Smith Barney 2007 - 2009
Charles Schwab & Co. 1999 - 2006
UBS Securities 1989 - 1996
Skills
First Time Home Buyers, Real Estate Transactions, Residential Homes, Listing Homes, Investment Advisory, Asset Allocation, ETFs
Education
Columbia University - Columbia Business School
MBA, Finance
Rensselaer Polytechnic Institute
B.S. & M.S., Chemical Engineering
Alain Pinel Realtors 2014 - Present
Morgan Stanley Smith Barney 2007 - 2009
Charles Schwab & Co. 1999 - 2006
UBS Securities 1989 - 1996
Skills
First Time Home Buyers, Real Estate Transactions, Residential Homes, Listing Homes, Investment Advisory, Asset Allocation, ETFs
Education
Columbia University - Columbia Business School
MBA, Finance
Rensselaer Polytechnic Institute
B.S. & M.S., Chemical Engineering
Brian Manzi's Morgan Stanley Smith Barney Experience May 2007 - August 2008
Job Research Assistant at Nemours
Industry Medical Practice
Experience
Nemours August 2014 - Present
Nemours August 2014 - Present
Mazor Robotics August 2012 - March 2014
Universitätsklinikum Carl Gustav Carus Dresden June 2013 - July 2013
Cornell University September 2009 - May 2011
Valley Health System June 2010 - August 2010
SRSsoft May 2009 - August 2010
Morgan Stanley Smith Barney May 2007 - August 2008
Education
University of Central Florida - College of Medicine 2012 — 2016
Doctor of Medicine (M.D.)
Cornell University 2008 — 2012
Bachelor of Science (B.S.), Major in Chemical Engineering, Minor in Biomedical Engineering, Cum Laude
Northern Highlands Regional High School 2004 — 2008
Nemours August 2014 - Present
Nemours August 2014 - Present
Mazor Robotics August 2012 - March 2014
Universitätsklinikum Carl Gustav Carus Dresden June 2013 - July 2013
Cornell University September 2009 - May 2011
Valley Health System June 2010 - August 2010
SRSsoft May 2009 - August 2010
Morgan Stanley Smith Barney May 2007 - August 2008
Education
University of Central Florida - College of Medicine 2012 — 2016
Doctor of Medicine (M.D.)
Cornell University 2008 — 2012
Bachelor of Science (B.S.), Major in Chemical Engineering, Minor in Biomedical Engineering, Cum Laude
Northern Highlands Regional High School 2004 — 2008
Beth Goetzman Beth Goetzman's Morgan Stanley Smith Barney Experience October 1989 - March 2007
Job Sr. Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2009 - Present
UBS April 2007 - March 2009
Morgan Stanley Smith Barney October 1989 - March 2007
Education
Fruita Monument High School
Fruita Monument High School
Fruita Monument High School
Mesa State College
Morgan Stanley Wealth Management March 2009 - Present
UBS April 2007 - March 2009
Morgan Stanley Smith Barney October 1989 - March 2007
Education
Fruita Monument High School
Fruita Monument High School
Fruita Monument High School
Mesa State College
Shawn Binyamin Shawn Binyamin's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Junior Market Risk Control Analyst at HSBC Bank USA
Industry Financial Services
Experience
HSBC January 2015 - Present
The Jewish Theological Seminary (JTS) August 2013 - August 2014
Wikistrat June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Hebrew, Portfolio Management, Finance, Asset Allocation, Editing, English, Public Relations, Management, PowerPoint, Strategy, Marketing, Politics, Data Analysis, Investments, Public Speaking, Microsoft Excel, Policy Analysis, History
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Economics
The Jewish Theological Seminary of America 2010 — 2014
Bachelor of Arts (B.A.), Talmud and Rabbinic Studies
HSBC January 2015 - Present
The Jewish Theological Seminary (JTS) August 2013 - August 2014
Wikistrat June 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Hebrew, Portfolio Management, Finance, Asset Allocation, Editing, English, Public Relations, Management, PowerPoint, Strategy, Marketing, Politics, Data Analysis, Investments, Public Speaking, Microsoft Excel, Policy Analysis, History
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.), Economics
The Jewish Theological Seminary of America 2010 — 2014
Bachelor of Arts (B.A.), Talmud and Rabbinic Studies
John Barbo John Barbo's Morgan Stanley Smith Barney Experience March 2007 - July 2009
Job Head of Global Bank Platforms at Apollo Global Management LLC
Industry Financial Services
Experience
Apollo Global Management LLC May 2012 - Present
Apollo Global Management LLC 2012 - 2012
Man 2009 - 2012
Morgan Stanley Smith Barney March 2007 - July 2009
Merrill Lynch October 1994 - March 2007
Skills
Sales Management, Product Development, Strategic Sales, Development of..., Alternative Investments, Series 7
Education
Columbia Business School 1991 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
Michigan State University
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Apollo Global Management LLC May 2012 - Present
Apollo Global Management LLC 2012 - 2012
Man 2009 - 2012
Morgan Stanley Smith Barney March 2007 - July 2009
Merrill Lynch October 1994 - March 2007
Skills
Sales Management, Product Development, Strategic Sales, Development of..., Alternative Investments, Series 7
Education
Columbia Business School 1991 — 1993
Master of Business Administration (M.B.A.), Business Administration and Management, General
Michigan State University
Bachelor of Arts (B.A.), Business, Management, Marketing, and Related Support Services
Mihir Sanghavi Mihir Sanghavi's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Frontend Engineer at Orchard Platform
Industry Higher Education
Experience
Orchard Platform July 2015 - Present
Morgan Stanley September 2014 - July 2015
Morgan Stanley Wealth Management July 2013 - August 2014
Morgan Stanley August 2013 - November 2013
NJIT October 2011 - May 2013
NJIT January 2010 - February 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Java, Algorithms, Computer Science, JavaScript, Python, Software Development, Mathematical Modeling, Databases, C++, Matlab, Programming, Eclipse, Data Structures, XML, Calculus, LaTeX, jQuery, Java Enterprise Edition, Bash, Programming Languages, Software Engineering, Objective-C, PHP, Linux, Operating Systems, phpMyAdmin, Git, Mobile Applications, Machine Learning, Unix, Shell Scripting, Physics, MySQL, Data Mining, iOS development, C, Testing, SQL, C#, Visual Studio, Web Development, TWiki, Unix Operating Systems, R, Dynamical Systems, Customer Service
Education
New Jersey Institute of Technology 2009 — 2013
B.S, Mathematics and Computer Science, 4.000 / 4.000
St. Xavier's Collegiate School 2002 — 2009
High School, Regular/General High School/Secondary Diploma Program
Columbia University in the City of New York 2015 — 2020
Master of Science (M.S.), Operations Research
Orchard Platform July 2015 - Present
Morgan Stanley September 2014 - July 2015
Morgan Stanley Wealth Management July 2013 - August 2014
Morgan Stanley August 2013 - November 2013
NJIT October 2011 - May 2013
NJIT January 2010 - February 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Java, Algorithms, Computer Science, JavaScript, Python, Software Development, Mathematical Modeling, Databases, C++, Matlab, Programming, Eclipse, Data Structures, XML, Calculus, LaTeX, jQuery, Java Enterprise Edition, Bash, Programming Languages, Software Engineering, Objective-C, PHP, Linux, Operating Systems, phpMyAdmin, Git, Mobile Applications, Machine Learning, Unix, Shell Scripting, Physics, MySQL, Data Mining, iOS development, C, Testing, SQL, C#, Visual Studio, Web Development, TWiki, Unix Operating Systems, R, Dynamical Systems, Customer Service
Education
New Jersey Institute of Technology 2009 — 2013
B.S, Mathematics and Computer Science, 4.000 / 4.000
St. Xavier's Collegiate School 2002 — 2009
High School, Regular/General High School/Secondary Diploma Program
Columbia University in the City of New York 2015 — 2020
Master of Science (M.S.), Operations Research
Semonti Sinharoy Semonti Sinharoy's Morgan Stanley Smith Barney Experience January 2011 - March 2012
Job Associate at Goldman Sachs
Industry Information Technology and Services
Experience
Goldman Sachs December 2013 - Present
AIG November 2011 - November 2013
Morgan Stanley Smith Barney January 2011 - March 2012
The Marketing Advantage Inc January 2010 - December 2010
Underscore Marketing LLC September 2009 - December 2009
Skills
SharePoint, PPM, MS Project, Data Analysis, SDLC, Business Analysis, SAS, Analytics, Visio, Requirements Gathering, Project Management, Financial Modeling, VBA, Agile Project Management, CRM, Software Documentation, Project Portfolio..., Analysis, Business Process, Testing, Quality Assurance
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2010
MS, Operations Research
Pittsburg State University 2005 — 2008
Bachelors, Plastics and Polymer Engineering Technology, Chemistry
Goldman Sachs December 2013 - Present
AIG November 2011 - November 2013
Morgan Stanley Smith Barney January 2011 - March 2012
The Marketing Advantage Inc January 2010 - December 2010
Underscore Marketing LLC September 2009 - December 2009
Skills
SharePoint, PPM, MS Project, Data Analysis, SDLC, Business Analysis, SAS, Analytics, Visio, Requirements Gathering, Project Management, Financial Modeling, VBA, Agile Project Management, CRM, Software Documentation, Project Portfolio..., Analysis, Business Process, Testing, Quality Assurance
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2008 — 2010
MS, Operations Research
Pittsburg State University 2005 — 2008
Bachelors, Plastics and Polymer Engineering Technology, Chemistry
Emily Long Emily Long's Morgan Stanley Smith Barney Experience 2008 - 2010
Job Director of Communications & Development, The LAMP (Learning About Multimedia Project)
Industry Nonprofit Organization Management
Experience
The LAMP (Learning About Multimedia Project) December 2008 - Present
Morgan Stanley Smith Barney 2008 - 2010
Electric Pear Productions June 2006 - March 2009
Atlantic Theater Company January 2005 - May 2005
Sesame Workshop May 2004 - September 2004
Columbia University August 2003 - August 2004
Columbia University August 2003 - August 2004
Skills
Grant Writing, grant research, Non-profits, Editing, Blogging, Social Media, Special Events..., Coordinating Special..., Branding & Identity, Freelance Writing, Fundraising, Strategy, Facebook, Newsletters, Publicity, Press Releases, Grants, Nonprofits
Education
Columbia University in the City of New York 2003 — 2006
M.F.A., Dramaturgy/Script Development
University of Illinois at Urbana-Champaign 1999 — 2003
B.F.A., Theatre
The LAMP (Learning About Multimedia Project) December 2008 - Present
Morgan Stanley Smith Barney 2008 - 2010
Electric Pear Productions June 2006 - March 2009
Atlantic Theater Company January 2005 - May 2005
Sesame Workshop May 2004 - September 2004
Columbia University August 2003 - August 2004
Columbia University August 2003 - August 2004
Skills
Grant Writing, grant research, Non-profits, Editing, Blogging, Social Media, Special Events..., Coordinating Special..., Branding & Identity, Freelance Writing, Fundraising, Strategy, Facebook, Newsletters, Publicity, Press Releases, Grants, Nonprofits
Education
Columbia University in the City of New York 2003 — 2006
M.F.A., Dramaturgy/Script Development
University of Illinois at Urbana-Champaign 1999 — 2003
B.F.A., Theatre
Owen Dugan Owen Dugan's Morgan Stanley Smith Barney Experience July 1995 - September 2012
Job UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc. September 2012 - Present
Morgan Stanley Smith Barney July 1995 - September 2012
Kidder Peabody 1985 - 1995
Education
College of the Holy Cross 1979 — 1983
BA, English
St. Sebastian's 1973 — 1979
UBS Financial Services Inc. September 2012 - Present
Morgan Stanley Smith Barney July 1995 - September 2012
Kidder Peabody 1985 - 1995
Education
College of the Holy Cross 1979 — 1983
BA, English
St. Sebastian's 1973 — 1979
Amanda Mayhew Amanda Mayhew's Morgan Stanley Smith Barney Experience February 2005 - February 2009
Job Senior Advisor, Trade Policy at World Animal Protection
Industry International Trade and Development
Experience
World Animal Protection June 2013 - Present
Humane Society International August 2011 - June 2013
International Fund for Animal Welfare (IFAW) 2010 - September 2011
Morgan Stanley Smith Barney February 2005 - February 2009
New York Life Retirement Plan Services September 2002 - July 2004
Skills
Public Speaking, PowerPoint, Nonprofits, Community Outreach, Fundraising, Research, Ecotourism, International Trade, Public Policy, Policy, Environmental Awareness, Community Development, Sustainable Development, International..., Management, Policy Analysis, International Relations, Public Relations
Education
James Cook University 2009 — 2010
Master of Ecotourism, Tourism (Ecotourism), Sustainable Development
College of the Holy Cross 1998 — 2002
Bachelor of Arts, Spanish, Spanish. Concentration in Latino and Latin American Studies
Universidad de Sevilla 2000 — 2001
Study Abroad
World Animal Protection June 2013 - Present
Humane Society International August 2011 - June 2013
International Fund for Animal Welfare (IFAW) 2010 - September 2011
Morgan Stanley Smith Barney February 2005 - February 2009
New York Life Retirement Plan Services September 2002 - July 2004
Skills
Public Speaking, PowerPoint, Nonprofits, Community Outreach, Fundraising, Research, Ecotourism, International Trade, Public Policy, Policy, Environmental Awareness, Community Development, Sustainable Development, International..., Management, Policy Analysis, International Relations, Public Relations
Education
James Cook University 2009 — 2010
Master of Ecotourism, Tourism (Ecotourism), Sustainable Development
College of the Holy Cross 1998 — 2002
Bachelor of Arts, Spanish, Spanish. Concentration in Latino and Latin American Studies
Universidad de Sevilla 2000 — 2001
Study Abroad
Marc Cutilletta's Morgan Stanley Smith Barney Experience 2005 - 2010
Job National Sales Manager, Hestra USA & President/Owner, Red Alfa Sales
Industry Sporting Goods
Experience
Red Alfa Sales June 2012 - Present
Hestra Gloves 2012 - Present
OppenheimerFunds June 2010 - June 2012
ArtReach Denver July 2005 - June 2010
Morgan Stanley Smith Barney 2005 - 2010
Wilson Sporting Goods May 1998 - July 2005
Denver Athletic Supply August 1994 - May 1998
T.L. Fritts May 1992 - August 1994
Skills
Independent Sales Rep, Territory Management, Customer Relations, Strategic Partnerships, Team Building, New Product Launch, Sales Management, Product Development, Public Speaking, Investments, Mutual Funds, Equities, Asset Management, Mentoring, Series 7, Series 66, Management, Account Management, Asset Managment, Sales Operations, Customer Service, Sales, Executive Management
Education
Colorado State University 1988 — 1992
BA, Economics
Hinsdale Central HS (Hinsdale, IL) 1984 — 1988
Red Alfa Sales June 2012 - Present
Hestra Gloves 2012 - Present
OppenheimerFunds June 2010 - June 2012
ArtReach Denver July 2005 - June 2010
Morgan Stanley Smith Barney 2005 - 2010
Wilson Sporting Goods May 1998 - July 2005
Denver Athletic Supply August 1994 - May 1998
T.L. Fritts May 1992 - August 1994
Skills
Independent Sales Rep, Territory Management, Customer Relations, Strategic Partnerships, Team Building, New Product Launch, Sales Management, Product Development, Public Speaking, Investments, Mutual Funds, Equities, Asset Management, Mentoring, Series 7, Series 66, Management, Account Management, Asset Managment, Sales Operations, Customer Service, Sales, Executive Management
Education
Colorado State University 1988 — 1992
BA, Economics
Hinsdale Central HS (Hinsdale, IL) 1984 — 1988
Ryan Yourtz's Morgan Stanley Smith Barney Experience August 2005 - May 2006
Job Service Operator II at Halliburton
Industry Oil & Energy
Experience
Halliburton August 2014 - Present
Halliburton October 2013 - August 2014
Halliburton October 2012 - October 2013
Halliburton January 2012 - October 2012
Icy Bay Lodge July 2011 - October 2011
Celebrity Custom Homes May 2004 - August 2009
Morgan Stanley Smith Barney August 2005 - May 2006
Skills
PEC Core Compliance, Radiation Safety, Fire Safety, Hazardous Materials, Pressure Pumping, Microsoft Excel, PowerPoint, Supervisory Skills, Customer Service, Inventory Management, Leadership, Data Entry, Management, Marketing, Project Management, Petroleum, Project Planning, Time Management, Oil, Sales, Oil & Gas
Education
Colorado State University 2006 — 2011
Bachelor of Science, Natural Resources
Highlands Ranch High School 2002 — 2006
General Studies
Halliburton August 2014 - Present
Halliburton October 2013 - August 2014
Halliburton October 2012 - October 2013
Halliburton January 2012 - October 2012
Icy Bay Lodge July 2011 - October 2011
Celebrity Custom Homes May 2004 - August 2009
Morgan Stanley Smith Barney August 2005 - May 2006
Skills
PEC Core Compliance, Radiation Safety, Fire Safety, Hazardous Materials, Pressure Pumping, Microsoft Excel, PowerPoint, Supervisory Skills, Customer Service, Inventory Management, Leadership, Data Entry, Management, Marketing, Project Management, Petroleum, Project Planning, Time Management, Oil, Sales, Oil & Gas
Education
Colorado State University 2006 — 2011
Bachelor of Science, Natural Resources
Highlands Ranch High School 2002 — 2006
General Studies
Jessica Lakosil's Morgan Stanley Smith Barney Experience December 2009 - June 2011
Job New Business Development Manager at ChemStation Pacific
Industry Consumer Goods
Experience
ChemStation June 2015 - Present
Bright Ideas LED Lighting Solutions, LLC May 2014 - June 2015
SC Engineers, Inc. May 2013 - May 2014
Walberg Law Group September 2012 - January 2013
Cotton Tampon December 2011 - October 2012
Morgan Stanley Smith Barney December 2009 - June 2011
Skills
Microsoft Office, Leadership, Management, Public Speaking, Microsoft Excel, Microsoft Word, Teamwork, Spanish, Sales, Marketing, Customer Service, PowerPoint, Social Media Marketing, Strategic Planning, International Business, Marketing Strategy, Organizing, Start-ups, Social Media, Business Development, Sales Operations, Engineering, Food Safety, SQF, HACCP
Education
Concordia University-Irvine 2011 — 2012
M.A., International Studies - Business
University of Wisconsin-Madison 2006 — 2010
B.S. Civil Engineering, Engineering
ChemStation June 2015 - Present
Bright Ideas LED Lighting Solutions, LLC May 2014 - June 2015
SC Engineers, Inc. May 2013 - May 2014
Walberg Law Group September 2012 - January 2013
Cotton Tampon December 2011 - October 2012
Morgan Stanley Smith Barney December 2009 - June 2011
Skills
Microsoft Office, Leadership, Management, Public Speaking, Microsoft Excel, Microsoft Word, Teamwork, Spanish, Sales, Marketing, Customer Service, PowerPoint, Social Media Marketing, Strategic Planning, International Business, Marketing Strategy, Organizing, Start-ups, Social Media, Business Development, Sales Operations, Engineering, Food Safety, SQF, HACCP
Education
Concordia University-Irvine 2011 — 2012
M.A., International Studies - Business
University of Wisconsin-Madison 2006 — 2010
B.S. Civil Engineering, Engineering
Harlan Flint Harlan Flint's Morgan Stanley Smith Barney Experience February 2010 - May 2013
Job Portfolio Manager, Longview Asset Management
Industry Investment Management
Experience
Longview Asset Management, LLC May 2013 - Present
Morgan Stanley Smith Barney February 2010 - May 2013
Strategic Analytics Inc March 2007 - May 2009
Asset Ingenuity January 2003 - December 2006
Instinet Group Inc November 1983 - December 2002
Skills
Fund Of Funds, Financial Services, Asset Managment, Strategic Financial..., Retirement Planning, Portfolio Management, Wealth Management, Asset Allocation, Trading, Investment Advisory, Strategy, Alternative Investments, Marketing, Asset Management, Equities, Investments, Capital Markets, Business Development, Product Management, Finance, Management, Estate Planning, Options, Fixed Income, Risk Management, Securities, Management Consulting, Mutual Funds, Financial Markets, Hedge Funds, Series 7, Series 63, Equity Trading, Investment Strategies, FINRA, ETFs, Bloomberg, Wealth Management..., Electronic Trading, Bonds, Series 24, Derivatives, Investment Banking, Private Equity, Emerging Markets, Trading Strategies, Valuation, Equity Derivatives, Investor Relations, Equity Research
Education
Cornell University 1978 — 1983
BA, History
Longview Asset Management, LLC May 2013 - Present
Morgan Stanley Smith Barney February 2010 - May 2013
Strategic Analytics Inc March 2007 - May 2009
Asset Ingenuity January 2003 - December 2006
Instinet Group Inc November 1983 - December 2002
Skills
Fund Of Funds, Financial Services, Asset Managment, Strategic Financial..., Retirement Planning, Portfolio Management, Wealth Management, Asset Allocation, Trading, Investment Advisory, Strategy, Alternative Investments, Marketing, Asset Management, Equities, Investments, Capital Markets, Business Development, Product Management, Finance, Management, Estate Planning, Options, Fixed Income, Risk Management, Securities, Management Consulting, Mutual Funds, Financial Markets, Hedge Funds, Series 7, Series 63, Equity Trading, Investment Strategies, FINRA, ETFs, Bloomberg, Wealth Management..., Electronic Trading, Bonds, Series 24, Derivatives, Investment Banking, Private Equity, Emerging Markets, Trading Strategies, Valuation, Equity Derivatives, Investor Relations, Equity Research
Education
Cornell University 1978 — 1983
BA, History
Thomas Burt's Morgan Stanley Smith Barney Experience March 2002 - February 2012
Job Senior Vice President at UBS
Industry Financial Services
Experience
UBS February 2012 - Present
Morgan Stanley Smith Barney March 2002 - February 2012
Education
Columbia Business School 2010 — 2011
Certified Portolio Manager, Finance, General
Florida State University 1997 — 2001
Bachelor of Science (B.S.), Finance, General
UBS February 2012 - Present
Morgan Stanley Smith Barney March 2002 - February 2012
Education
Columbia Business School 2010 — 2011
Certified Portolio Manager, Finance, General
Florida State University 1997 — 2001
Bachelor of Science (B.S.), Finance, General
Bruce Valade, MBA Bruce Valade, MBA's Morgan Stanley Smith Barney Experience June 2011 - October 2012
Job Regional Director, Revenue Management at Procaccianti Group
Industry Hospitality
Experience
TPG Hospitality 2013 - August 2014
Westmont Hospitality November 2012 - June 2013
Morgan Stanley Smith Barney June 2011 - October 2012
JP Morgan Chase October 2010 - February 2011
Marriott International May 2004 - March 2007
Marriott International February 2003 - July 2004
Marriott International March 2003 - April 2004
Marriott International August 2000 - April 2003
Marriott International January 1999 - August 2000
Marriott International July 1990 - December 1998
Skills
Strategy, Leadership, Strategic Planning, Business Strategy, Analysis, Marketing Strategy, Market Research, Budgets, Marketing, Time Management, Business Planning, New Business Development, Team Leadership, Negotiation, Hotels, Forecasting, Change Management, Investments, Financial Analysis, Sales Management, Portfolio Management, Pricing, Coaching, Asset Managment, Revenue Analysis, Recruiting, Inventory Management, Public Relations, Competitive Analysis, P&L Management, Public Speaking, Hospitality, Customer Service, Strategic Financial..., Corporate Finance, Financial Modeling, Project Management, Data Analysis, Asset Management, Market Analysis, Cash Flow, Fundraising, Mergers & Acquisitions, Financial Planning, Financial Management, Budgeting, Strategy Development, Revenue Management, Problem Solving, Mentoring
Education
Cornell University 2010 — 2011
Post Graduate Certificate, Hotel Real Estate Investments and Asset Management
Franklin University 2009 — 2010
Masters, Business Administration-Leadership; GPA 3.94
Michigan State University 1983 — 1986
B.A., Political Science & Public Administration
TPG Hospitality 2013 - August 2014
Westmont Hospitality November 2012 - June 2013
Morgan Stanley Smith Barney June 2011 - October 2012
JP Morgan Chase October 2010 - February 2011
Marriott International May 2004 - March 2007
Marriott International February 2003 - July 2004
Marriott International March 2003 - April 2004
Marriott International August 2000 - April 2003
Marriott International January 1999 - August 2000
Marriott International July 1990 - December 1998
Skills
Strategy, Leadership, Strategic Planning, Business Strategy, Analysis, Marketing Strategy, Market Research, Budgets, Marketing, Time Management, Business Planning, New Business Development, Team Leadership, Negotiation, Hotels, Forecasting, Change Management, Investments, Financial Analysis, Sales Management, Portfolio Management, Pricing, Coaching, Asset Managment, Revenue Analysis, Recruiting, Inventory Management, Public Relations, Competitive Analysis, P&L Management, Public Speaking, Hospitality, Customer Service, Strategic Financial..., Corporate Finance, Financial Modeling, Project Management, Data Analysis, Asset Management, Market Analysis, Cash Flow, Fundraising, Mergers & Acquisitions, Financial Planning, Financial Management, Budgeting, Strategy Development, Revenue Management, Problem Solving, Mentoring
Education
Cornell University 2010 — 2011
Post Graduate Certificate, Hotel Real Estate Investments and Asset Management
Franklin University 2009 — 2010
Masters, Business Administration-Leadership; GPA 3.94
Michigan State University 1983 — 1986
B.A., Political Science & Public Administration
Jati Baeza's Morgan Stanley Smith Barney Experience April 2011 - September 2011
Job Junior Account Executive, Marketing and Business Development at FITZ & CO
Industry Fine Art
Experience
FITZ & CO August 2015 - Present
Sotheby's 2014 - Present
Novo Arts, Inc. August 2013 - 2014
Agora Gallery August 2012 - July 2013
Morgan Stanley Smith Barney April 2011 - September 2011
The Metropolitan Museum of Art May 2010 - September 2010
The Ludwig Foundation of Cuba January 2009 - April 2010
The Metropolitan Museum of Art June 2008 - September 2008
Telemundo August 2008 - August 2008
Skills
Spanish - Fluent..., Contemporary Art, Art, Art History, Teaching, Editing, Research, Adobe Creative Suite, Fine Art, Event Planning, Public Speaking, Photoshop, ArtBase, Microsoft Excel, Latin American..., Social Media, Museums, Art Consulting, Project Management, Curating, Marketing Strategy
Education
Cornell University 2006 — 2012
BA, Art History and Spanish Literature
Kent School 2003 — 2006
High School
FITZ & CO August 2015 - Present
Sotheby's 2014 - Present
Novo Arts, Inc. August 2013 - 2014
Agora Gallery August 2012 - July 2013
Morgan Stanley Smith Barney April 2011 - September 2011
The Metropolitan Museum of Art May 2010 - September 2010
The Ludwig Foundation of Cuba January 2009 - April 2010
The Metropolitan Museum of Art June 2008 - September 2008
Telemundo August 2008 - August 2008
Skills
Spanish - Fluent..., Contemporary Art, Art, Art History, Teaching, Editing, Research, Adobe Creative Suite, Fine Art, Event Planning, Public Speaking, Photoshop, ArtBase, Microsoft Excel, Latin American..., Social Media, Museums, Art Consulting, Project Management, Curating, Marketing Strategy
Education
Cornell University 2006 — 2012
BA, Art History and Spanish Literature
Kent School 2003 — 2006
High School
Eric C. Bellas, CRPC® Eric C. Bellas, CRPC®'s Morgan Stanley Smith Barney Experience June 2010 - June 2011
Job Consultant, Project Management at Lincoln Financial
Industry Insurance
Experience
Lincoln Financial Group June 2014 - Present
Lincoln Financial Group June 2011 - June 2014
Morgan Stanley Smith Barney June 2010 - June 2011
ET Real Estate Investments, Inc. April 2004 - October 2010
Sheraton August 2002 - March 2004
Skills
Real Estate Transactions, Series 7, Insurance, Real Estate Development, Real Estate Investment, Real Estate Finance, Toastmasters, Series 66, Long Term Care, Six Sigma, Green Belt
Education
Penn State University 1997 — 2001
Bachelor of Science, Hotel, Restaurant & Institutional Management
Allied Business School
Real Estate
Cornell University
Project Leadership
Lincoln Financial Group June 2014 - Present
Lincoln Financial Group June 2011 - June 2014
Morgan Stanley Smith Barney June 2010 - June 2011
ET Real Estate Investments, Inc. April 2004 - October 2010
Sheraton August 2002 - March 2004
Skills
Real Estate Transactions, Series 7, Insurance, Real Estate Development, Real Estate Investment, Real Estate Finance, Toastmasters, Series 66, Long Term Care, Six Sigma, Green Belt
Education
Penn State University 1997 — 2001
Bachelor of Science, Hotel, Restaurant & Institutional Management
Allied Business School
Real Estate
Cornell University
Project Leadership
James Doidge, CFP®, CLU, ChFC James Doidge, CFP®, CLU, ChFC's Morgan Stanley Smith Barney Experience May 2007 - June 2012
Job First Vice President Investments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2012 - Present
Morgan Stanley Smith Barney May 2007 - June 2012
RBC Wealth Management October 2002 - May 2007
Skills
Investments, Insurance, Retirement Planning, Asset Allocation, Retirement, Finance, 401k, Securities, Financial Analysis, Estate Planning, Financial Services, Strategic Planning
Education
Colorado State University-Pueblo 1995 — 1998
Business, Finance
Wells Fargo Advisors, LLC June 2012 - Present
Morgan Stanley Smith Barney May 2007 - June 2012
RBC Wealth Management October 2002 - May 2007
Skills
Investments, Insurance, Retirement Planning, Asset Allocation, Retirement, Finance, 401k, Securities, Financial Analysis, Estate Planning, Financial Services, Strategic Planning
Education
Colorado State University-Pueblo 1995 — 1998
Business, Finance
Kaitlyn Manser's Morgan Stanley Smith Barney Experience June 2011 - December 2011
Job FHA Hazards Team Lead II
Industry Banking
Experience
Mortgage Contracting Services December 2011 - Present
Marshalls August 2006 - January 2012
Morgan Stanley Smith Barney June 2011 - December 2011
Skills
Microsoft Excel, Outlook, Asset Managment, Customer Service, Financial Analysis, Real Estate, Management, Analysis, Microsoft Word, Team Building, Banking, CRM, Asset Management, Leadership, Finance, Training, Sales, Microsoft Office, Process Improvement
Education
The University of Texas at Dallas - School of Management 2009 — 2011
BS, Management Information Systems
Collin County Community College 2007 — 2009
AA, Business
Mortgage Contracting Services December 2011 - Present
Marshalls August 2006 - January 2012
Morgan Stanley Smith Barney June 2011 - December 2011
Skills
Microsoft Excel, Outlook, Asset Managment, Customer Service, Financial Analysis, Real Estate, Management, Analysis, Microsoft Word, Team Building, Banking, CRM, Asset Management, Leadership, Finance, Training, Sales, Microsoft Office, Process Improvement
Education
The University of Texas at Dallas - School of Management 2009 — 2011
BS, Management Information Systems
Collin County Community College 2007 — 2009
AA, Business
Augusto Giachino Augusto Giachino's Morgan Stanley Smith Barney Experience November 2010 - December 2011
Job President, Logic State LLC
Industry Financial Services
Experience
Logic State LLC August 1998 - Present
UBS Wealth Management June 2012 - Present
Cambrian Consulting January 2012 - Present
Morgan Stanley Smith Barney November 2010 - December 2011
Aon July 2010 - October 2010
Merck February 2009 - June 2010
Credit Suisse First Boston May 2008 - December 2008
MetLife November 2008 - November 2008
Morgan Stanley Smith Barney March 2007 - May 2008
Adobe Systems April 2007 - June 2007
Skills
Risk Management, Data Management, SDLC, Business Analysis, Vendor Management, Project Execution, User Experience, Global Regulatory..., STP, SOA, Information Architecture, Project Management, Business Development, Requirements Gathering, CRM, IT Strategy, Strategy, Business Process, User Interface Design, Integration, Software Documentation, Financial Services, Trading Systems, Front to Back Office, Leadership
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Marketing/Marketing Management, General
Harvard University 1984 — 1989
BA, Cognitive Science
Concord Academy 1980 — 1984
School of Visual Arts
Film/Video and Photographic Arts
Logic State LLC August 1998 - Present
UBS Wealth Management June 2012 - Present
Cambrian Consulting January 2012 - Present
Morgan Stanley Smith Barney November 2010 - December 2011
Aon July 2010 - October 2010
Merck February 2009 - June 2010
Credit Suisse First Boston May 2008 - December 2008
MetLife November 2008 - November 2008
Morgan Stanley Smith Barney March 2007 - May 2008
Adobe Systems April 2007 - June 2007
Skills
Risk Management, Data Management, SDLC, Business Analysis, Vendor Management, Project Execution, User Experience, Global Regulatory..., STP, SOA, Information Architecture, Project Management, Business Development, Requirements Gathering, CRM, IT Strategy, Strategy, Business Process, User Interface Design, Integration, Software Documentation, Financial Services, Trading Systems, Front to Back Office, Leadership
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Marketing/Marketing Management, General
Harvard University 1984 — 1989
BA, Cognitive Science
Concord Academy 1980 — 1984
School of Visual Arts
Film/Video and Photographic Arts
Rishi Mangal, CPM®'s Morgan Stanley Smith Barney Experience August 2005 - April 2011
Job Assistant Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2011 - Present
Morgan Stanley Smith Barney August 2005 - April 2011
Lehman Brothers December 2005 - September 2006
Rutgers University August 2004 - February 2006
Skills
Equities, Fixed Income, Investments, Bloomberg, Portfolio Management, Mutual Funds, Derivatives, Series 7, Hedge Funds, Options, Securities, Bloomberg Terminal, Wealth Management, Alternative Investments, Banking, Series 63, Strategic Financial...
Education
Columbia University in the City of New York
CPM®, Certified Portfolio Manager Certification
Rutgers, The State University of New Jersey-Newark 2003 — 2008
B.S., Finance
Morgan Stanley April 2011 - Present
Morgan Stanley Smith Barney August 2005 - April 2011
Lehman Brothers December 2005 - September 2006
Rutgers University August 2004 - February 2006
Skills
Equities, Fixed Income, Investments, Bloomberg, Portfolio Management, Mutual Funds, Derivatives, Series 7, Hedge Funds, Options, Securities, Bloomberg Terminal, Wealth Management, Alternative Investments, Banking, Series 63, Strategic Financial...
Education
Columbia University in the City of New York
CPM®, Certified Portfolio Manager Certification
Rutgers, The State University of New Jersey-Newark 2003 — 2008
B.S., Finance
Wendy Waalen Wendy Waalen's Morgan Stanley Smith Barney Experience February 2005 - February 2009
Job Financial Advisor
Industry Investment Management
Experience
Gardner Financial Services, Inc. February 2009 - Present
Morgan Stanley Smith Barney February 2005 - February 2009
RBC Capital Markets February 2000 - February 2005
Skills
Series 7, Wealth Management, Asset Allocation, Mutual Funds, Securities, Bonds, Investments, Series 66, Equities, Fixed Income, Retirement Planning, Asset Management, Investment Advisory, Investment Strategies, Wealth Management..., Series 63, Estate Planning, 401k Rollovers, Strategic Financial..., Portfolio Management, Financial Advisory, Uniform Combined State..., Financial Planning, IRAs
Education
Concordia College
Business
Gardner Financial Services, Inc. February 2009 - Present
Morgan Stanley Smith Barney February 2005 - February 2009
RBC Capital Markets February 2000 - February 2005
Skills
Series 7, Wealth Management, Asset Allocation, Mutual Funds, Securities, Bonds, Investments, Series 66, Equities, Fixed Income, Retirement Planning, Asset Management, Investment Advisory, Investment Strategies, Wealth Management..., Series 63, Estate Planning, 401k Rollovers, Strategic Financial..., Portfolio Management, Financial Advisory, Uniform Combined State..., Financial Planning, IRAs
Education
Concordia College
Business
Art Bartholomew, CFP® Art Bartholomew, CFP®'s Morgan Stanley Smith Barney Experience 1991 - November 2013
Job First Vice President Wealth Management | Financial Advisor at UBS
Industry Financial Services
Experience
UBS Wealth Management November 2013 - November 2013
Morgan Stanley Smith Barney 1991 - November 2013
Education
Cornell University
BA, History
UBS Wealth Management November 2013 - November 2013
Morgan Stanley Smith Barney 1991 - November 2013
Education
Cornell University
BA, History
Cristina de la Cierva's Morgan Stanley Smith Barney Experience July 2004 - July 2007
Job HBX Product Manager at Harvard Business School
Industry Consumer Goods
Experience
Harvard Business School January 2014 - Present
Arnold Worldwide November 2012 - January 2014
Gorton's July 2009 - October 2012
Converse January 2009 - May 2009
Nike June 2008 - August 2008
Morgan Stanley Smith Barney July 2004 - July 2007
Skills
Fixed Income
Education
Harvard Business School 2007 — 2009
MBA, General Management
College of the Holy Cross 2000 — 2004
Bachelor's, Economics
Harvard Business School January 2014 - Present
Arnold Worldwide November 2012 - January 2014
Gorton's July 2009 - October 2012
Converse January 2009 - May 2009
Nike June 2008 - August 2008
Morgan Stanley Smith Barney July 2004 - July 2007
Skills
Fixed Income
Education
Harvard Business School 2007 — 2009
MBA, General Management
College of the Holy Cross 2000 — 2004
Bachelor's, Economics
Fyodor Minakov's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Founder at WuWei
Industry Computer Software
Experience
Wuwei.io January 2015 - Present
InteractiveEdge 2014 - Present
DemystData 2013 - 2014
Enstoa, Inc. 2013 - 2013
Epickk, Inc. 2012 - 2013
Morgan Stanley Smith Barney 2010 - 2011
Teach Columbia 2007 - 2008
Skills
C#, Java, SQL, JavaScript, Visual Studio, ASP.NET MVC, C, Spring MVC, Python, Ruby on Rails, Ruby, Machine Learning, Hibernate, AngularJS, KnockoutJS, CSS/HTML, Neo4j, Amazon Web Services..., MySQL, WinForms, .NET, Eclipse IDE, Wordpress
Education
Columbia University in the City of New York 2006 — 2010
B.A, European History
Ecole Jeannine Manuel 2006 — 2010
High School Diploma
Harvard Extension School
Computer Science, Data Science
Wuwei.io January 2015 - Present
InteractiveEdge 2014 - Present
DemystData 2013 - 2014
Enstoa, Inc. 2013 - 2013
Epickk, Inc. 2012 - 2013
Morgan Stanley Smith Barney 2010 - 2011
Teach Columbia 2007 - 2008
Skills
C#, Java, SQL, JavaScript, Visual Studio, ASP.NET MVC, C, Spring MVC, Python, Ruby on Rails, Ruby, Machine Learning, Hibernate, AngularJS, KnockoutJS, CSS/HTML, Neo4j, Amazon Web Services..., MySQL, WinForms, .NET, Eclipse IDE, Wordpress
Education
Columbia University in the City of New York 2006 — 2010
B.A, European History
Ecole Jeannine Manuel 2006 — 2010
High School Diploma
Harvard Extension School
Computer Science, Data Science
Andrew Napp Andrew Napp's Morgan Stanley Smith Barney Experience 2009 - 2011
Job Head of Product Marketing at HSBC Retail Banking and Wealth Management for North America
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management 2014 - Present
Morgan Stanley Wealth Management 2011 - 2014
Morgan Stanley Smith Barney 2009 - 2011
Citi Smith Barney 2006 - 2009
American Express May 2004 - May 2006
American Express January 2000 - May 2004
American Express August 1997 - January 2000
American Express June 1996 - August 1997
American Express September 1993 - June 1996
Skills
Segmentation, Product Management, Credit Cards, Loyalty Programs, Product Development, Cards, Multi-channel Marketing, Loyalty Marketing, P&L Management, Strategic Partnerships, Customer Experience, Retail Banking, Payments, Strategy Development, Direct Marketing, Marketing Strategy, Marketing Communications, Customer Acquisition, Market Research, Strategy
Education
Cornell University
BS
New York University - Leonard N. Stern School of Business
MBA
HSBC Retail Banking and Wealth Management 2014 - Present
Morgan Stanley Wealth Management 2011 - 2014
Morgan Stanley Smith Barney 2009 - 2011
Citi Smith Barney 2006 - 2009
American Express May 2004 - May 2006
American Express January 2000 - May 2004
American Express August 1997 - January 2000
American Express June 1996 - August 1997
American Express September 1993 - June 1996
Skills
Segmentation, Product Management, Credit Cards, Loyalty Programs, Product Development, Cards, Multi-channel Marketing, Loyalty Marketing, P&L Management, Strategic Partnerships, Customer Experience, Retail Banking, Payments, Strategy Development, Direct Marketing, Marketing Strategy, Marketing Communications, Customer Acquisition, Market Research, Strategy
Education
Cornell University
BS
New York University - Leonard N. Stern School of Business
MBA
Jolena Irving's Morgan Stanley Smith Barney Experience July 2010 - November 2011
Job Your Financial Professional
Industry Financial Services
Experience
Principal Financial Group December 2011 - Present
Morgan Stanley Smith Barney July 2010 - November 2011
Morgan Stanley July 2007 - September 2010
Horizon Bank 2007 - 2007
M&I Home Lending Solutions 2002 - 2005
Education
Colorado Technical University 2008 — 2009
Bachelors, Business Management (Finance)
Colorado Technical University 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
East Greene High School 1998 — 2001
High School Diploma, High School/Secondary Diplomas and Certificates
Principal Financial Group December 2011 - Present
Morgan Stanley Smith Barney July 2010 - November 2011
Morgan Stanley July 2007 - September 2010
Horizon Bank 2007 - 2007
M&I Home Lending Solutions 2002 - 2005
Education
Colorado Technical University 2008 — 2009
Bachelors, Business Management (Finance)
Colorado Technical University 2006 — 2008
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
East Greene High School 1998 — 2001
High School Diploma, High School/Secondary Diplomas and Certificates
Amy Schulman Earn's Morgan Stanley Smith Barney Experience October 2008 - April 2010
Job HR Director at The Knowland Group
Industry Human Resources
Experience
The Knowland Group January 2015 - Present
Sotheby's June 2011 - June 2014
MIC Worldwide November 2010 - January 2011
Morgan Stanley Smith Barney October 2008 - April 2010
Smith Barney July 2006 - October 2008
Smith Barney April 2006 - July 2006
Smith Barney September 2003 - April 2006
Skills
Organizational..., Employee Relations, Change Management, Financial Services, Recruiting, PeopleSoft, Personnel Management, Management, Hiring, Strategic Planning, Employee Benefits, Employee Engagement, HR Policies, Talent Management
Education
Cornell University 1999 — 2003
Bachelor of Science, Applied Economics and Management
The Knowland Group January 2015 - Present
Sotheby's June 2011 - June 2014
MIC Worldwide November 2010 - January 2011
Morgan Stanley Smith Barney October 2008 - April 2010
Smith Barney July 2006 - October 2008
Smith Barney April 2006 - July 2006
Smith Barney September 2003 - April 2006
Skills
Organizational..., Employee Relations, Change Management, Financial Services, Recruiting, PeopleSoft, Personnel Management, Management, Hiring, Strategic Planning, Employee Benefits, Employee Engagement, HR Policies, Talent Management
Education
Cornell University 1999 — 2003
Bachelor of Science, Applied Economics and Management
Cole McCormack Cole McCormack's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job MBA Student at Providence College | Graduate from Cornell University | Commercial Real Estate Finance Intern
Industry Financial Services
Experience
Spring11, LLC May 2015 - Present
Israel Lacrosse Association August 2013 - December 2014
Bloomingdale's June 2013 - August 2013
NBC 2012 London Olympics July 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
NBC 2012 London Olympics June 2011 - August 2011
Skills
Public Speaking, Leadership, Entrepreneurship, Fundraising, Finance, PowerPoint, Event Planning, Social Media, Research, Management, Social Networking, Microsoft Office, Hospitality, Sports, Facebook, Event Management, Philanthropy, Customer Service, Communication, Commercial Real Estate, Due Diligence
Education
Providence College 2015 — 2016
Master of Business Administration (MBA), Finance, General
Cornell University 2010 — 2014
Bachelor of Science (BS), Focus in Beverage Management
Rye High School 2006 — 2010
Spring11, LLC May 2015 - Present
Israel Lacrosse Association August 2013 - December 2014
Bloomingdale's June 2013 - August 2013
NBC 2012 London Olympics July 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
NBC 2012 London Olympics June 2011 - August 2011
Skills
Public Speaking, Leadership, Entrepreneurship, Fundraising, Finance, PowerPoint, Event Planning, Social Media, Research, Management, Social Networking, Microsoft Office, Hospitality, Sports, Facebook, Event Management, Philanthropy, Customer Service, Communication, Commercial Real Estate, Due Diligence
Education
Providence College 2015 — 2016
Master of Business Administration (MBA), Finance, General
Cornell University 2010 — 2014
Bachelor of Science (BS), Focus in Beverage Management
Rye High School 2006 — 2010
Gabrielle Berg Gabrielle Berg's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Financial Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2012 - Present
Goldman Sachs June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Education
Columbia University in the City of New York 2008 — 2012
Bachelor of Arts (B.A.), Economics and Psychology
Goldman Sachs June 2012 - Present
Goldman Sachs June 2011 - August 2011
Goldman Sachs June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Education
Columbia University in the City of New York 2008 — 2012
Bachelor of Arts (B.A.), Economics and Psychology
Jamie Moulton Jamie Moulton's Morgan Stanley Smith Barney Experience July 2000 - July 2008
Job Senior Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2008 - Present
Morgan Stanley Smith Barney July 2000 - July 2008
AG Edwards & Sons Inc. July 1999 - July 2000
Skills
Wealth Management, Retirement Planning, Asset Allocation, Investment Strategies, Saving for Education, Fixed Income, Financial Advisory, Retirement, Finance, Financial Risk, Investments, Investment Advisory, Management, Portfolio Management, Securities
Education
University of Colorado at Boulder 1994 — 1997
Bachelor of Arts (B.A.), Economics
Colorado State University 1992 — 1994
Economics
Merrill Lynch July 2008 - Present
Morgan Stanley Smith Barney July 2000 - July 2008
AG Edwards & Sons Inc. July 1999 - July 2000
Skills
Wealth Management, Retirement Planning, Asset Allocation, Investment Strategies, Saving for Education, Fixed Income, Financial Advisory, Retirement, Finance, Financial Risk, Investments, Investment Advisory, Management, Portfolio Management, Securities
Education
University of Colorado at Boulder 1994 — 1997
Bachelor of Arts (B.A.), Economics
Colorado State University 1992 — 1994
Economics
Carrie Dady Carrie Dady's Morgan Stanley Smith Barney Experience 2005 - 2010
Job Chartered Retirement Planning Counselor ©, UBS Financial Services
Industry Financial Services
Experience
UBS August 2010 - Present
Morgan Stanley Smith Barney 2005 - 2010
Education
Cornell University 1995 — 1999
BS, Applied Economics
UBS August 2010 - Present
Morgan Stanley Smith Barney 2005 - 2010
Education
Cornell University 1995 — 1999
BS, Applied Economics
Angela Palmiero Angela Palmiero's Morgan Stanley Smith Barney Experience April 2011 - September 2013
Job Human Resources Manager
Industry Human Resources
Experience
Morgan Stanley Smith Barney April 2011 - September 2013
OrgVitality January 2011 - April 2011
ITT Corporation December 2009 - January 2011
ITT Corporation June 2004 - February 2010
American List Counsel October 1998 - July 2003
Skills
Leadership Development, Personnel Management, Human Resources, Succession Planning, Business Strategy, Talent Management, Organizational..., Performance Management, Change Management, Onboarding, Talent Acquisition, Organizational Design, Employee Relations, Employee Engagement, Organizational..., Recruiting, HRIS, Deferred Compensation, Workforce Planning, Coaching, Process Improvement, Consulting, Employee Benefits, HR Policies, Benefits Administration, Applicant Tracking..., Interviews, Management, Training
Education
Iona College 2007 — 2009
Masters, Industrial / Organizational Psychology
Concordia College
Bachelor of Science, Business Administration
Mahopac High School
Morgan Stanley Smith Barney April 2011 - September 2013
OrgVitality January 2011 - April 2011
ITT Corporation December 2009 - January 2011
ITT Corporation June 2004 - February 2010
American List Counsel October 1998 - July 2003
Skills
Leadership Development, Personnel Management, Human Resources, Succession Planning, Business Strategy, Talent Management, Organizational..., Performance Management, Change Management, Onboarding, Talent Acquisition, Organizational Design, Employee Relations, Employee Engagement, Organizational..., Recruiting, HRIS, Deferred Compensation, Workforce Planning, Coaching, Process Improvement, Consulting, Employee Benefits, HR Policies, Benefits Administration, Applicant Tracking..., Interviews, Management, Training
Education
Iona College 2007 — 2009
Masters, Industrial / Organizational Psychology
Concordia College
Bachelor of Science, Business Administration
Mahopac High School
Todd Rubsamen Todd Rubsamen's Morgan Stanley Smith Barney Experience 2009 - Present
Job Board Member at Columbia Alumni Association
Industry Banking
Experience
Columbia Alumni Association 2010 - Present
Morgan Stanley Smith Barney 2009 - Present
Columbia Business School Alumni Club of NY (CBSAC/NY) 2000 - 2010
Lehman Brothers Holdings Inc. 1999 - 2008
United States Senator Pete V. Domenici 1994 - 1997
Suffolk County Legislator William C. Jones 1991 - 1993
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
The George Washington University - School of Business 1987 — 1991
BA, International & Public Management
The Gunnery Prep School 1983 — 1987
High School, Liberal Arts
Columbia Alumni Association 2010 - Present
Morgan Stanley Smith Barney 2009 - Present
Columbia Business School Alumni Club of NY (CBSAC/NY) 2000 - 2010
Lehman Brothers Holdings Inc. 1999 - 2008
United States Senator Pete V. Domenici 1994 - 1997
Suffolk County Legislator William C. Jones 1991 - 1993
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
The George Washington University - School of Business 1987 — 1991
BA, International & Public Management
The Gunnery Prep School 1983 — 1987
High School, Liberal Arts
Jay Schurman's Morgan Stanley Smith Barney Experience 2006 - 2011
Job Financial Planner
Industry Financial Services
Experience
Lincoln Financial Advisors April 2011 - Present
Western Pension & Benefits Council 2009 - 2013
Morgan Stanley Smith Barney 2006 - 2011
SCORE 2008 - 2010
Legg Mason January 2005 - December 2005
Unicorn Expeditions January 1979 - January 2003
Skills
Retirement Planning, Asset Allocation, Insurance, ESOP, Investments, Strategic Financial..., Wealth Management, Investment Advisory, Estate Planning, Portfolio Management, Retirement, Asset Managment, Series 7, Small Business
Education
Cornell University 1974 — 1980
BS, Agriculture Economics
Cornell University 1974 — 1980
Bachelor of Science, Agriculture Economics and Education
Bethesday Chevy Chase High School
Lincoln Financial Advisors April 2011 - Present
Western Pension & Benefits Council 2009 - 2013
Morgan Stanley Smith Barney 2006 - 2011
SCORE 2008 - 2010
Legg Mason January 2005 - December 2005
Unicorn Expeditions January 1979 - January 2003
Skills
Retirement Planning, Asset Allocation, Insurance, ESOP, Investments, Strategic Financial..., Wealth Management, Investment Advisory, Estate Planning, Portfolio Management, Retirement, Asset Managment, Series 7, Small Business
Education
Cornell University 1974 — 1980
BS, Agriculture Economics
Cornell University 1974 — 1980
Bachelor of Science, Agriculture Economics and Education
Bethesday Chevy Chase High School
Sean Yongsoo Lee Sean Yongsoo Lee's Morgan Stanley Smith Barney Experience September 2007 - September 2010
Job Senior Software Developer at Cleary Gottlieb Steen & Hamilton LLP
Industry Information Technology and Services
Experience
Cleary Gottlieb Steen & Hamilton LLP October 2010 - Present
Morgan Stanley Smith Barney September 2007 - September 2010
ADP February 2004 - September 2007
AT&T Shannon Laboratory July 2002 - February 2004
DVCi Technologies (Visient) February 1998 - April 2002
Skills
Architecture, Websphere, Agile Methodologies, J2EE Application..., SDLC, Search Engine, workday, Java, SOA, Java Enterprise Edition, Unix, SQL, Software Project..., Software Development, Requirements Analysis, Web Services, XML, Architectures
Education
Columbia University in the City of New York 1996 — 1998
MS, Computer Science
University of Massachusetts Boston 1992 — 1996
BA, Computer Science
Cleary Gottlieb Steen & Hamilton LLP October 2010 - Present
Morgan Stanley Smith Barney September 2007 - September 2010
ADP February 2004 - September 2007
AT&T Shannon Laboratory July 2002 - February 2004
DVCi Technologies (Visient) February 1998 - April 2002
Skills
Architecture, Websphere, Agile Methodologies, J2EE Application..., SDLC, Search Engine, workday, Java, SOA, Java Enterprise Edition, Unix, SQL, Software Project..., Software Development, Requirements Analysis, Web Services, XML, Architectures
Education
Columbia University in the City of New York 1996 — 1998
MS, Computer Science
University of Massachusetts Boston 1992 — 1996
BA, Computer Science
Lori Ann Guzman-Farrell Lori Ann Guzman-Farrell's Morgan Stanley Smith Barney Experience 2000 - 2003
Job Director of Finance at City of Huntington Beach, California
Industry Government Administration
Experience
City of Huntington Beach, California December 2010 - Present
City of Long Beach, California 2007 - 2010
City of Long Beach, California 2006 - 2008
City of Lomita, California 2003 - 2006
Morgan Stanley Smith Barney 2000 - 2003
City of New York, Administration for Children's Services 1996 - 1999
New York State Division of the Budget 1991 - 1996
Skills
Policy, Financial Analysis, Public Policy, Business Planning, Non-profits, Risk Management, Budget, Internal Controls, Fundraising, GAAP, Real Estate, Investments, Grant Writing, Sarbanes-Oxley Act, Strategic Planning, Forecasting, Due Diligence, Government, Project Management, Auditing
Education
Columbia University - School of International and Public Affairs 1989 — 1991
MPA, Public Policy, Government, Finance
Barnard College, Columbia University 1985 — 1989
B.A., Anthropology, Psychology
City of Huntington Beach, California December 2010 - Present
City of Long Beach, California 2007 - 2010
City of Long Beach, California 2006 - 2008
City of Lomita, California 2003 - 2006
Morgan Stanley Smith Barney 2000 - 2003
City of New York, Administration for Children's Services 1996 - 1999
New York State Division of the Budget 1991 - 1996
Skills
Policy, Financial Analysis, Public Policy, Business Planning, Non-profits, Risk Management, Budget, Internal Controls, Fundraising, GAAP, Real Estate, Investments, Grant Writing, Sarbanes-Oxley Act, Strategic Planning, Forecasting, Due Diligence, Government, Project Management, Auditing
Education
Columbia University - School of International and Public Affairs 1989 — 1991
MPA, Public Policy, Government, Finance
Barnard College, Columbia University 1985 — 1989
B.A., Anthropology, Psychology
Jonathan Yale Jonathan Yale's Morgan Stanley Smith Barney Experience September 2009 - June 2010
Job Marketing & Design Advisor
Industry Design
Experience
Antallagon, Inc. April 2014 - January 2015
HooftyMatch August 2012 - January 2014
Global Hardgoods, LLC February 2011 - August 2012
OKILA July 2010 - February 2011
Morgan Stanley Smith Barney September 2009 - June 2010
Jonathan Yale Advisors February 2010 - April 2010
Skills
Spanish, Portuguese, Entrepreneurship, Business Planning, Marketing Strategy, Strategic Planning, Business Strategy, International Business, Negotiation, Financial Analysis, Team Leadership, Start-ups, Social Media, Business Development, CRM, Salesforce.com, Management, Strategic Partnerships, Analysis, Strategy
Education
Cornell University 2005 — 2009
B.A., Economics
Antallagon, Inc. April 2014 - January 2015
HooftyMatch August 2012 - January 2014
Global Hardgoods, LLC February 2011 - August 2012
OKILA July 2010 - February 2011
Morgan Stanley Smith Barney September 2009 - June 2010
Jonathan Yale Advisors February 2010 - April 2010
Skills
Spanish, Portuguese, Entrepreneurship, Business Planning, Marketing Strategy, Strategic Planning, Business Strategy, International Business, Negotiation, Financial Analysis, Team Leadership, Start-ups, Social Media, Business Development, CRM, Salesforce.com, Management, Strategic Partnerships, Analysis, Strategy
Education
Cornell University 2005 — 2009
B.A., Economics
Spencer Wolfe's Morgan Stanley Smith Barney Experience June 2012 - September 2012
Job Marketing Associate at ZeroFOX
Industry Computer Software
Experience
ZeroFOX July 2014 - Present
LionTextbooks.com June 2013 - January 2015
The Frick Collection September 2013 - May 2014
The Aspen Institute May 2013 - September 2013
TerraVerde Capital Management LLC August 2012 - December 2012
Morgan Stanley Smith Barney June 2012 - September 2012
Fair Feathers LLC July 2011 - January 2012
Skills
Creative Writing, Entrepreneurship, Marketing, Content Marketing, Technical Writing, Product Marketing, SEO, Inbound Marketing, Email Marketing, Social Media, Leadership, Videography, Microsoft Excel, Editing, Microsoft Office, SEM, English, Spanish, Start-ups
Education
Columbia University in the City of New York 2011 — 2014
Bachelor of Arts, History, 3.71 GPA
Niwot High School 2007 — 2009
International Baccalaureat Diploma, 4.4 GPA
ZeroFOX July 2014 - Present
LionTextbooks.com June 2013 - January 2015
The Frick Collection September 2013 - May 2014
The Aspen Institute May 2013 - September 2013
TerraVerde Capital Management LLC August 2012 - December 2012
Morgan Stanley Smith Barney June 2012 - September 2012
Fair Feathers LLC July 2011 - January 2012
Skills
Creative Writing, Entrepreneurship, Marketing, Content Marketing, Technical Writing, Product Marketing, SEO, Inbound Marketing, Email Marketing, Social Media, Leadership, Videography, Microsoft Excel, Editing, Microsoft Office, SEM, English, Spanish, Start-ups
Education
Columbia University in the City of New York 2011 — 2014
Bachelor of Arts, History, 3.71 GPA
Niwot High School 2007 — 2009
International Baccalaureat Diploma, 4.4 GPA
Brian Silver Brian Silver's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Investment Sales Associate at The Goldstein Group
Industry
Experience
The Goldstein Group September 2013 - Present
Bank of America U.S. Trust June 2012 - August 2012
UBS June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
UBS Wealth Management July 2009 - August 2009
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Problem Solving, Wealth Management, Goal Oriented, Client, Investment Management, Asset Managment, Sales
Education
Cornell University 2009 — 2013
Bachelor's degree, Industrial and Labor Relations
Newark Academy 2005 — 2009
High School Diploma
The Goldstein Group September 2013 - Present
Bank of America U.S. Trust June 2012 - August 2012
UBS June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
UBS Wealth Management July 2009 - August 2009
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Problem Solving, Wealth Management, Goal Oriented, Client, Investment Management, Asset Managment, Sales
Education
Cornell University 2009 — 2013
Bachelor's degree, Industrial and Labor Relations
Newark Academy 2005 — 2009
High School Diploma
Jayson Rivera Jayson Rivera's Morgan Stanley Smith Barney Experience November 2004 - August 2008
Job Managing Director, National Accounts at Virtus Investment Partners
Industry Financial Services
Experience
Virtus Investment Partners April 2012 - Present
Ivy Funds November 2009 - October 2011
Pacific Life August 2008 - November 2009
Morgan Stanley Smith Barney November 2004 - August 2008
UBS Global Asset Management February 2002 - October 2004
Prudential Financial November 2000 - January 2002
Prime Charter, Ltd. June 1999 - October 2000
Skills
Mutual Funds, Series 63, Series 7, Asset Allocation, Asset Management, National Account..., Managed Accounts, Alternative Investments, Series 65, Annuities, Relationship Development, Building Relationships, Managing Accounts, Asset Managment
Education
Cornell University 1995 — 1999
BS, Industrial & Labor Relations
Boston University London Internship Program 1998 — 1998
Finance
Virtus Investment Partners April 2012 - Present
Ivy Funds November 2009 - October 2011
Pacific Life August 2008 - November 2009
Morgan Stanley Smith Barney November 2004 - August 2008
UBS Global Asset Management February 2002 - October 2004
Prudential Financial November 2000 - January 2002
Prime Charter, Ltd. June 1999 - October 2000
Skills
Mutual Funds, Series 63, Series 7, Asset Allocation, Asset Management, National Account..., Managed Accounts, Alternative Investments, Series 65, Annuities, Relationship Development, Building Relationships, Managing Accounts, Asset Managment
Education
Cornell University 1995 — 1999
BS, Industrial & Labor Relations
Boston University London Internship Program 1998 — 1998
Finance
Todd Nordblom Todd Nordblom's Morgan Stanley Smith Barney Experience September 2008 - August 2009
Job Assistant Project Manager at Nordblom Company
Industry Real Estate
Experience
Nordblom Company January 2014 - Present
MicroStrain, a LORD Company 2012 - December 2013
MicroStrain, Inc. May 2011 - September 2012
BikeReg.com / Cannondale Cycling Team 2008 - 2012
American Aerogel Corporation 2009 - May 2011
McCue Corporation September 2009 - December 2009
Morgan Stanley Smith Barney September 2008 - August 2009
Skills
Product Development, New Business Development, Microsoft Office, Start-ups, Competitive Analysis, Product Marketing, Leadership, Business Development, Business Strategy, Project Management, Product Management
Education
Colorado College 2004 — 2008
B.S., American History and Government, Business
Holderness School 2001 — 2004
High School
Nordblom Company January 2014 - Present
MicroStrain, a LORD Company 2012 - December 2013
MicroStrain, Inc. May 2011 - September 2012
BikeReg.com / Cannondale Cycling Team 2008 - 2012
American Aerogel Corporation 2009 - May 2011
McCue Corporation September 2009 - December 2009
Morgan Stanley Smith Barney September 2008 - August 2009
Skills
Product Development, New Business Development, Microsoft Office, Start-ups, Competitive Analysis, Product Marketing, Leadership, Business Development, Business Strategy, Project Management, Product Management
Education
Colorado College 2004 — 2008
B.S., American History and Government, Business
Holderness School 2001 — 2004
High School
Kyle Small-Davis Kyle Small-Davis's Morgan Stanley Smith Barney Experience May 2007 - August 2007
Job Bank Examiner at the Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York July 2011 - Present
Wyndham Worldwide May 2010 - August 2010
Citi May 2008 - August 2008
Morgan Stanley Smith Barney May 2007 - August 2007
Skills
Fixed Income, Financial Modeling, Valuation, Financial Analysis, Economics, Bloomberg, Research, Portfolio Management, Financial Markets, Financial Risk, Regulatory Analysis, Data Analysis, Analysis, Finance, Statistics
Education
Cornell University 2009 — 2011
M.P.A., Finance & Fiscal Policy
Cornell University 2005 — 2009
B.A., Government, Chinese, Finance, International Relations
Federal Reserve Bank of New York July 2011 - Present
Wyndham Worldwide May 2010 - August 2010
Citi May 2008 - August 2008
Morgan Stanley Smith Barney May 2007 - August 2007
Skills
Fixed Income, Financial Modeling, Valuation, Financial Analysis, Economics, Bloomberg, Research, Portfolio Management, Financial Markets, Financial Risk, Regulatory Analysis, Data Analysis, Analysis, Finance, Statistics
Education
Cornell University 2009 — 2011
M.P.A., Finance & Fiscal Policy
Cornell University 2005 — 2009
B.A., Government, Chinese, Finance, International Relations
Chris Piatt Chris Piatt's Morgan Stanley Smith Barney Experience June 2005 - August 2012
Job Law Firm Consultant at Thomson Reuters Westlaw OK, TX, LA
Industry Legal Services
Experience
Thomson Reuters Westlaw June 2014 - Present
South Metro Minneapolis Evening Rotary July 2014 - June 2015
Raymond James Financial Inc. October 2012 - May 2014
Morgan Stanley Smith Barney June 2005 - August 2012
Wells Fargo Investments 2001 - 2005
American Express Financial Advisors August 2000 - September 2001
Skills
Legal Consulting, Estate Law, Family Law, Consulting, Retirement Planning, Strategic Financial..., Asset Allocation, Investments, Wealth Management, Estate Planning, Financial Advisory, Investment Strategies, 401k Rollovers, Investment Advisory, 401k, Mutual Funds, Retirement, Fixed Annuities, Alternative Investments, Asset Managment
Education
O'Gorman High School
O
Concordia University-St. Paul 2007 — 2009
BA, Marketing Management
University of Nebraska-Lincoln 1996 — 1999
Marketing
Thomson Reuters Westlaw June 2014 - Present
South Metro Minneapolis Evening Rotary July 2014 - June 2015
Raymond James Financial Inc. October 2012 - May 2014
Morgan Stanley Smith Barney June 2005 - August 2012
Wells Fargo Investments 2001 - 2005
American Express Financial Advisors August 2000 - September 2001
Skills
Legal Consulting, Estate Law, Family Law, Consulting, Retirement Planning, Strategic Financial..., Asset Allocation, Investments, Wealth Management, Estate Planning, Financial Advisory, Investment Strategies, 401k Rollovers, Investment Advisory, 401k, Mutual Funds, Retirement, Fixed Annuities, Alternative Investments, Asset Managment
Education
O'Gorman High School
O
Concordia University-St. Paul 2007 — 2009
BA, Marketing Management
University of Nebraska-Lincoln 1996 — 1999
Marketing
Greg Giddings Greg Giddings's Morgan Stanley Smith Barney Experience April 2007 - September 2011
Job Financial Advisor at Clearview Investment Partners, LLC
Industry Financial Services
Experience
Clearview Investment Partners, LLC October 2013 - Present
Stifel Nicolaus & Company, Inc. September 2011 - September 2013
Morgan Stanley Smith Barney April 2007 - September 2011
Skills
Financial Analysis, Series 7, Portfolio Management, Wealth Management, Strategic Financial..., Investments, Wealth Management..., Retirement
Education
Concordia University-Irvine 2004 — 2006
MBA, Entrepreneurial Studies
Clearview Investment Partners, LLC October 2013 - Present
Stifel Nicolaus & Company, Inc. September 2011 - September 2013
Morgan Stanley Smith Barney April 2007 - September 2011
Skills
Financial Analysis, Series 7, Portfolio Management, Wealth Management, Strategic Financial..., Investments, Wealth Management..., Retirement
Education
Concordia University-Irvine 2004 — 2006
MBA, Entrepreneurial Studies
Bill Zimmerman CRPC Bill Zimmerman CRPC's Morgan Stanley Smith Barney Experience September 2001 - November 2005
Job Regional Vice President at AIG
Industry Financial Services
Experience
AIG August 2013 - Present
Prudential Financial November 2009 - July 2013
The Hartford December 2005 - November 2009
Morgan Stanley Smith Barney September 2001 - November 2005
Merrill Lynch November 1990 - September 2001
Mobil Oil Corporation May 1981 - November 1990
Skills
Financial Planning, Insurance, Retirement Planning, Wealth Management, Small Business, Series 7, Mutual Funds, Annuities, Public Speaking, Strategic Planning, Asset Management, Estate Planning, Coaching, 401k, Investments, Business Strategy, Business Planning, New Business Development, Consultative Selling, Portfolio Management, Pensions, Succession Planning, Wealth Transfer, Retirement, Fixed Annuities, Strategic Financial..., Life Insurance
Education
Columbia University in the City of New York 1977 — 1981
BA, Psychology
G.W. Hewlett High School 1973 — 1977
AIG August 2013 - Present
Prudential Financial November 2009 - July 2013
The Hartford December 2005 - November 2009
Morgan Stanley Smith Barney September 2001 - November 2005
Merrill Lynch November 1990 - September 2001
Mobil Oil Corporation May 1981 - November 1990
Skills
Financial Planning, Insurance, Retirement Planning, Wealth Management, Small Business, Series 7, Mutual Funds, Annuities, Public Speaking, Strategic Planning, Asset Management, Estate Planning, Coaching, 401k, Investments, Business Strategy, Business Planning, New Business Development, Consultative Selling, Portfolio Management, Pensions, Succession Planning, Wealth Transfer, Retirement, Fixed Annuities, Strategic Financial..., Life Insurance
Education
Columbia University in the City of New York 1977 — 1981
BA, Psychology
G.W. Hewlett High School 1973 — 1977
Miles Chism's Morgan Stanley Smith Barney Experience August 2010 - December 2012
Job Purchasing Specialist
Industry Banking
Experience
City Of Bethel Heights August 2015 - Present
Arvest Bank March 2014 - Present
Arvest Bank February 2013 - March 2014
Morgan Stanley Smith Barney August 2010 - December 2012
Millennium Bowl June 2004 - November 2010
Ralph Foster Museum August 2007 - May 2010
Skills
Customer Service, Management, Time Management, Sales, Banking, Microsoft Office, Leadership, Teamwork, Microsoft Word, PowerPoint, Microsoft Excel, Finance, Written Communication, Interpersonal..., Public Speaking, Team Building, Superior Computer Skills, Outlook, Project Management, Verbal Behavior, Inventory Management, Process Improvement, Financial Analysis, Budgets, Leadership Development, Team Leadership, Analysis
Education
Louisiana State University 2015 — 2017
Master's degree, Banking and Financial Support Services
College of the Ozarks 2006 — 2010
Bachelor, Business Administration, Management, Psychology
City Of Bethel Heights August 2015 - Present
Arvest Bank March 2014 - Present
Arvest Bank February 2013 - March 2014
Morgan Stanley Smith Barney August 2010 - December 2012
Millennium Bowl June 2004 - November 2010
Ralph Foster Museum August 2007 - May 2010
Skills
Customer Service, Management, Time Management, Sales, Banking, Microsoft Office, Leadership, Teamwork, Microsoft Word, PowerPoint, Microsoft Excel, Finance, Written Communication, Interpersonal..., Public Speaking, Team Building, Superior Computer Skills, Outlook, Project Management, Verbal Behavior, Inventory Management, Process Improvement, Financial Analysis, Budgets, Leadership Development, Team Leadership, Analysis
Education
Louisiana State University 2015 — 2017
Master's degree, Banking and Financial Support Services
College of the Ozarks 2006 — 2010
Bachelor, Business Administration, Management, Psychology
Ebony McIntosh's Morgan Stanley Smith Barney Experience June 2010 - January 2012
Job Experienced Professional in the area of Information Technology MTA OS Fundamentals certified
Industry Information Technology and Services
Experience
Apex Systems March 2015 - Present
Huntington National Bank January 2015 - February 2015
Huntington National Bank May 2013 - January 2015
Huntington National Bank May 2013 - February 2014
Apex Systems November 2012 - December 2012
Kelly Mitchell June 2012 - August 2012
Morgan Stanley Smith Barney June 2010 - January 2012
Morgan Stanley June 2010 - December 2010
Citi October 2007 - June 2010
GatesMcDonald March 2006 - November 2006
Skills
Technical Support, Customer Service, Training, Software Documentation, Human Resources, Access, Troubleshooting, Networking, Microsoft Office, Public Speaking, Strategic Planning, Business Development, Call Centers, Event Planning, Team Building, Management, Social Media, Social Networking, Leadership, Analysis, Marketing, Interviews, Telecommunications, Web Development, Event Management, Coaching, Process Improvement, Call Center, Sales, Project Management, Disaster Recovery, Outlook
Education
My Computer Career - Ohio 2014 — 2015
Certification, Information Technology
Wilberforce University 2004 — 2007
Bachelor of Science, Information Technology
Columbus State Community College 1997 — 2004
Associate of Applied Science, Computer Information Systems
Mifflin High School 1994 — 1997
Dipolma, College Prep, Business
Apex Systems March 2015 - Present
Huntington National Bank January 2015 - February 2015
Huntington National Bank May 2013 - January 2015
Huntington National Bank May 2013 - February 2014
Apex Systems November 2012 - December 2012
Kelly Mitchell June 2012 - August 2012
Morgan Stanley Smith Barney June 2010 - January 2012
Morgan Stanley June 2010 - December 2010
Citi October 2007 - June 2010
GatesMcDonald March 2006 - November 2006
Skills
Technical Support, Customer Service, Training, Software Documentation, Human Resources, Access, Troubleshooting, Networking, Microsoft Office, Public Speaking, Strategic Planning, Business Development, Call Centers, Event Planning, Team Building, Management, Social Media, Social Networking, Leadership, Analysis, Marketing, Interviews, Telecommunications, Web Development, Event Management, Coaching, Process Improvement, Call Center, Sales, Project Management, Disaster Recovery, Outlook
Education
My Computer Career - Ohio 2014 — 2015
Certification, Information Technology
Wilberforce University 2004 — 2007
Bachelor of Science, Information Technology
Columbus State Community College 1997 — 2004
Associate of Applied Science, Computer Information Systems
Mifflin High School 1994 — 1997
Dipolma, College Prep, Business
Theo Buchsbaum's Morgan Stanley Smith Barney Experience June 2011 - July 2011
Job Analyst at The Carlyle Group (AlpInvest Partners)
Industry Venture Capital & Private Equity
Experience
The Carlyle Group (AlpInvest Partners) April 2015 - Present
Barclays June 2014 - April 2015
KKR September 2013 - December 2013
J.P. Morgan June 2013 - August 2013
KKR March 2013 - June 2013
US Securities and Exchange Commission May 2012 - August 2012
The Economist March 2012 - May 2012
Acceptional.com September 2010 - September 2011
Morgan Stanley Smith Barney June 2011 - July 2011
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.)
The Lawrenceville School 2006 — 2010
High School Diploma
The Carlyle Group (AlpInvest Partners) April 2015 - Present
Barclays June 2014 - April 2015
KKR September 2013 - December 2013
J.P. Morgan June 2013 - August 2013
KKR March 2013 - June 2013
US Securities and Exchange Commission May 2012 - August 2012
The Economist March 2012 - May 2012
Acceptional.com September 2010 - September 2011
Morgan Stanley Smith Barney June 2011 - July 2011
Education
Columbia University in the City of New York 2010 — 2014
Bachelor of Arts (B.A.)
The Lawrenceville School 2006 — 2010
High School Diploma
Anthony Stripling Anthony Stripling's Morgan Stanley Smith Barney Experience September 2010 - March 2012
Job Advisor Representative at Wharton Business Group, LLC
Industry Investment Management
Experience
Wharton Business Group, LLC December 2012 - Present
Morgan Stanley Smith Barney September 2010 - March 2012
Nuveen Investments February 2007 - January 2009
Fidelity Investments February 2005 - June 2006
Schwab Institutional May 1991 - February 2005
Skills
Investments, Portfolio Management, Financial Services, Financial Advisory, Series 7, Wealth Management, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Asset Managment, Retirement Planning, Strategic Financial..., Investment Advisory, Financial Planners, Planned Giving, Equities, Securities, Relationship Management, Asset Management, Financial Planning, Investment Management, Investment Strategies, Finance
Education
Colorado State University 1982 — 1986
Bachelor of Science, Administrative Office Management
Wharton Business Group, LLC December 2012 - Present
Morgan Stanley Smith Barney September 2010 - March 2012
Nuveen Investments February 2007 - January 2009
Fidelity Investments February 2005 - June 2006
Schwab Institutional May 1991 - February 2005
Skills
Investments, Portfolio Management, Financial Services, Financial Advisory, Series 7, Wealth Management, Mutual Funds, Series 63, Alternative Investments, Asset Allocation, Asset Managment, Retirement Planning, Strategic Financial..., Investment Advisory, Financial Planners, Planned Giving, Equities, Securities, Relationship Management, Asset Management, Financial Planning, Investment Management, Investment Strategies, Finance
Education
Colorado State University 1982 — 1986
Bachelor of Science, Administrative Office Management
Charles Cho Charles Cho's Morgan Stanley Smith Barney Experience July 2008 - August 2008
Job Institutional Sales at BlackRock
Industry Financial Services
Experience
BlackRock July 2015 - Present
BlackRock January 2014 - June 2015
BlackRock August 2011 - December 2013
Campusamp Inc September 2009 - December 2013
Strategic Investment Group June 2009 - May 2011
BlackRock June 2010 - August 2010
Bain Capital/Sankaty Advisors January 2010 - January 2010
Broadreach Group June 2009 - July 2009
Morgan Stanley Smith Barney July 2008 - August 2008
WFOHD 2006 - 2006
Skills
Bloomberg, Capital Markets, Investments, Fixed Income, Hedge Funds, Portfolio Management, Equities, Asset Management, Derivatives, Securities, Financial Markets, Mutual Funds, Finance, Venture Capital, Risk Management, Strategy, Financial Services, Bonds, Bloomberg Terminal, Analysis, Commodity, Entrepreneurship, Financial Risk, ETFs, Valuation, Alternative Investments
Education
Cornell University 2007 — 2011
B.S., Applied Economics & Management
Horace Greeley High School 2003 — 2007
BlackRock July 2015 - Present
BlackRock January 2014 - June 2015
BlackRock August 2011 - December 2013
Campusamp Inc September 2009 - December 2013
Strategic Investment Group June 2009 - May 2011
BlackRock June 2010 - August 2010
Bain Capital/Sankaty Advisors January 2010 - January 2010
Broadreach Group June 2009 - July 2009
Morgan Stanley Smith Barney July 2008 - August 2008
WFOHD 2006 - 2006
Skills
Bloomberg, Capital Markets, Investments, Fixed Income, Hedge Funds, Portfolio Management, Equities, Asset Management, Derivatives, Securities, Financial Markets, Mutual Funds, Finance, Venture Capital, Risk Management, Strategy, Financial Services, Bonds, Bloomberg Terminal, Analysis, Commodity, Entrepreneurship, Financial Risk, ETFs, Valuation, Alternative Investments
Education
Cornell University 2007 — 2011
B.S., Applied Economics & Management
Horace Greeley High School 2003 — 2007
Shawn Fox Shawn Fox's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job MBA Candidate at Columbia Business School
Industry Management Consulting
Experience
Accenture August 2010 - August 2015
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Management Consulting, Customer Relationship..., Business Strategy, Cost Reduction..., Business Case Design, Data Analysis, Process Mapping, Client Interfacing, CRM, Strategy, Business Process Mapping, Market Research, Financial Modeling, Competitive Analysis, Customer Experience, Finance, Marketing
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Georgia Institute of Technology - Georgia Tech College of Management 2006 — 2010
B.S. MGT, Finance & Marketing
University of Oxford - U.K. - Study Abroad Program 2007 — 2007
Study Abroad Program
Accenture August 2010 - August 2015
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Management Consulting, Customer Relationship..., Business Strategy, Cost Reduction..., Business Case Design, Data Analysis, Process Mapping, Client Interfacing, CRM, Strategy, Business Process Mapping, Market Research, Financial Modeling, Competitive Analysis, Customer Experience, Finance, Marketing
Education
Columbia University - Columbia Business School 2015 — 2017
Master of Business Administration (MBA)
Georgia Institute of Technology - Georgia Tech College of Management 2006 — 2010
B.S. MGT, Finance & Marketing
University of Oxford - U.K. - Study Abroad Program 2007 — 2007
Study Abroad Program
Kyle Rhee Kyle Rhee's Morgan Stanley Smith Barney Experience February 2011 - June 2011
Job Investment Banking Analyst at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Digital Capital Advisors June 2013 - August 2013
KPMG May 2012 - June 2012
Morgan Stanley Smith Barney February 2011 - June 2011
TOG Squash January 2011 - May 2011
Skills
Economics, English, Bloomberg Terminal, Project Management, Microsoft Excel, Corporate Finance, Equities, Bloomberg, Qualitative Research, Data Analysis, Creative Writing, PowerPoint, Valuation, Editing
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), Economics, Sustainable Development
Phillips Academy 2006 — 2010
High School Diploma
Houlihan Lokey July 2015 - Present
Houlihan Lokey June 2014 - August 2014
Digital Capital Advisors June 2013 - August 2013
KPMG May 2012 - June 2012
Morgan Stanley Smith Barney February 2011 - June 2011
TOG Squash January 2011 - May 2011
Skills
Economics, English, Bloomberg Terminal, Project Management, Microsoft Excel, Corporate Finance, Equities, Bloomberg, Qualitative Research, Data Analysis, Creative Writing, PowerPoint, Valuation, Editing
Education
Columbia University in the City of New York 2011 — 2015
Bachelor of Arts (B.A.), Economics, Sustainable Development
Phillips Academy 2006 — 2010
High School Diploma
Joseph Yewaisis Joseph Yewaisis's Morgan Stanley Smith Barney Experience 2003 - 2008
Job
Industry Banking
Experience
The Provident Bank August 2014 - Present
MAGYAR BANK 2010 - 2014
Bell Rock Capital 2008 - 2010
Morgan Stanley Smith Barney 2003 - 2008
Bank of New York Mellon 1999 - 2003
Ryan Beck & Co. 1996 - 1999
KPMG Audit 1992 - 1995
Skills
Portfolio Management, Banking, Finance, Loans, Financial Markets, Equities, Strategic Financial..., Insurance, Credit, Risk Management, Policy, Derivatives, Business Development, Business Strategy, Training, Auditing, Project Planning, Funding, Retirement, Investment Strategies, Financial Advisory, Series 7, Commercial Lending, Trading, Commercial Banking, Hedging, SEC filings, New Business Development, Management
Education
Columbia University in the City of New York 1996 — 1996
St Peters University
MBA
Manhattan College
BS
The Provident Bank August 2014 - Present
MAGYAR BANK 2010 - 2014
Bell Rock Capital 2008 - 2010
Morgan Stanley Smith Barney 2003 - 2008
Bank of New York Mellon 1999 - 2003
Ryan Beck & Co. 1996 - 1999
KPMG Audit 1992 - 1995
Skills
Portfolio Management, Banking, Finance, Loans, Financial Markets, Equities, Strategic Financial..., Insurance, Credit, Risk Management, Policy, Derivatives, Business Development, Business Strategy, Training, Auditing, Project Planning, Funding, Retirement, Investment Strategies, Financial Advisory, Series 7, Commercial Lending, Trading, Commercial Banking, Hedging, SEC filings, New Business Development, Management
Education
Columbia University in the City of New York 1996 — 1996
St Peters University
MBA
Manhattan College
BS
Brad Gravelle Brad Gravelle's Morgan Stanley Smith Barney Experience April 2005 - November 2009
Job Independant Financial Advisor at Raymond James Financial Services Inc, Member FINRA/SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. November 2009 - Present
Morgan Stanley Smith Barney April 2005 - November 2009
Precision Sales, Inc. January 2000 - April 2005
Skills
Retirement, Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Finance, Investments, Life Insurance, Series 7, 401k Rollovers, IRAs, Asset Allocation, Investment Management, Investment Strategies, Fixed Annuities, Roth IRA, Series 63, Mutual Funds, 401k, Mortgage Lending, Long-term Care, Financial Advisory, Estate Planning, Income Protection, Wealth Accumulation, Wealth Management..., Pensions, Financial Planners
Education
Colorado State University-Pueblo 1998 — 2000
Masters in Business Administration
Colorado State University 1993 — 1996
Bachelors of Science, Exercise & Sports Science
South High/Roncalli
Raymond James Financial Services, Inc. November 2009 - Present
Morgan Stanley Smith Barney April 2005 - November 2009
Precision Sales, Inc. January 2000 - April 2005
Skills
Retirement, Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Finance, Investments, Life Insurance, Series 7, 401k Rollovers, IRAs, Asset Allocation, Investment Management, Investment Strategies, Fixed Annuities, Roth IRA, Series 63, Mutual Funds, 401k, Mortgage Lending, Long-term Care, Financial Advisory, Estate Planning, Income Protection, Wealth Accumulation, Wealth Management..., Pensions, Financial Planners
Education
Colorado State University-Pueblo 1998 — 2000
Masters in Business Administration
Colorado State University 1993 — 1996
Bachelors of Science, Exercise & Sports Science
South High/Roncalli
Nick Hamati Nick Hamati's Morgan Stanley Smith Barney Experience January 2011 - June 2011
Job Area Revenue Manager at InterContinental Hotels Group
Industry Hospitality
Experience
InterContinental Hotels Group July 2013 - Present
InterContinental Hotels Group October 2012 - July 2013
Teach and Learn with Georgia August 2011 - December 2011
Morgan Stanley Smith Barney January 2011 - June 2011
University of San Francisco January 2010 - May 2011
Morgan Stanley Smith Barney June 2010 - December 2010
University of San Francisco August 2009 - May 2010
University of San Francisco August 2009 - December 2009
Bookworm Learning Center of Vallejo September 2005 - June 2007
Skills
Data Analysis, Teaching, Microsoft Excel, Revenue Analysis, Research, Hotel Management, Microsoft Office, Social Networking, PowerPoint, Event Planning, Microsoft Word, Strategic Planning, Public Speaking, Social Media, Leadership, Marketing, Higher Education, Marketing Strategy
Education
Cornell University 2014 — 2014
Certificate in Advanced Hospitality Revenue Management, Hospitality Administration/Management
Saifi Institute for Arabic Language 2012 — 2012
Arabic Language
University of San Francisco 2007 — 2011
BS, International Business, Finance
Pázmány Péter Katolikus Egyetem 2009 — 2009
Institut catholique de Paris 2008 — 2008
Université catholique de Lille 2008 — 2008
InterContinental Hotels Group July 2013 - Present
InterContinental Hotels Group October 2012 - July 2013
Teach and Learn with Georgia August 2011 - December 2011
Morgan Stanley Smith Barney January 2011 - June 2011
University of San Francisco January 2010 - May 2011
Morgan Stanley Smith Barney June 2010 - December 2010
University of San Francisco August 2009 - May 2010
University of San Francisco August 2009 - December 2009
Bookworm Learning Center of Vallejo September 2005 - June 2007
Skills
Data Analysis, Teaching, Microsoft Excel, Revenue Analysis, Research, Hotel Management, Microsoft Office, Social Networking, PowerPoint, Event Planning, Microsoft Word, Strategic Planning, Public Speaking, Social Media, Leadership, Marketing, Higher Education, Marketing Strategy
Education
Cornell University 2014 — 2014
Certificate in Advanced Hospitality Revenue Management, Hospitality Administration/Management
Saifi Institute for Arabic Language 2012 — 2012
Arabic Language
University of San Francisco 2007 — 2011
BS, International Business, Finance
Pázmány Péter Katolikus Egyetem 2009 — 2009
Institut catholique de Paris 2008 — 2008
Université catholique de Lille 2008 — 2008
Jacob Shiflett's Morgan Stanley Smith Barney Experience February 2012 - August 2012
Job Park Foreman at Friends of the High Line
Industry Nonprofit Organization Management
Experience
Friends of the High Line March 2015 - Present
U.S. Department of Justice January 2015 - March 2015
Department of the Interior March 2014 - January 2015
Battery Park City Parks Conservancy April 2014 - September 2014
Clovernook Center for the Blind and Visually Impaired March 2013 - March 2014
Middletown City Schools October 2011 - November 2012
Morgan Stanley Smith Barney February 2012 - August 2012
Columbia University, Institute for the Study of Human Rights, Rights News February 2012 - June 2012
Human Rights Generation November 2011 - May 2012
The Tech Herald March 2011 - June 2011
Skills
History, Research, Editorial, Politics, Creative Writing, Interviews, Editing, Publishing, Quality Assurance, Audio Editing, Sound Editing, Text Editing, News Writing, Resume Writing, Report Writing, Speech Writing, Catalog Circulation, Political Commentary, Wealth Management, Retirement Planning, Retirement Savings, Retirement Plan..., Qualified Retirement..., Policy Analysis, Political Campaigns, Investigative Reporting, Political Satire, Human Rights Research, Social Commentary, Stand-up Comedy, Conservation Issues, Marine Conservation, Wildlife Conservation, Land Conservation, Preventive Conservation, Program Management, Program Development, Program Evaluation, Program Coordination, Public Speaking, Social Media, Microsoft Office, Microsoft Excel
Education
New York University 2014 — 2016
Master of Public Administration (MPA), Public and Nonprofit Management and Policy
Columbia University in the City of New York 2009 — 2011
BA, History, Human Rights
Friends of the High Line March 2015 - Present
U.S. Department of Justice January 2015 - March 2015
Department of the Interior March 2014 - January 2015
Battery Park City Parks Conservancy April 2014 - September 2014
Clovernook Center for the Blind and Visually Impaired March 2013 - March 2014
Middletown City Schools October 2011 - November 2012
Morgan Stanley Smith Barney February 2012 - August 2012
Columbia University, Institute for the Study of Human Rights, Rights News February 2012 - June 2012
Human Rights Generation November 2011 - May 2012
The Tech Herald March 2011 - June 2011
Skills
History, Research, Editorial, Politics, Creative Writing, Interviews, Editing, Publishing, Quality Assurance, Audio Editing, Sound Editing, Text Editing, News Writing, Resume Writing, Report Writing, Speech Writing, Catalog Circulation, Political Commentary, Wealth Management, Retirement Planning, Retirement Savings, Retirement Plan..., Qualified Retirement..., Policy Analysis, Political Campaigns, Investigative Reporting, Political Satire, Human Rights Research, Social Commentary, Stand-up Comedy, Conservation Issues, Marine Conservation, Wildlife Conservation, Land Conservation, Preventive Conservation, Program Management, Program Development, Program Evaluation, Program Coordination, Public Speaking, Social Media, Microsoft Office, Microsoft Excel
Education
New York University 2014 — 2016
Master of Public Administration (MPA), Public and Nonprofit Management and Policy
Columbia University in the City of New York 2009 — 2011
BA, History, Human Rights
Andrew Kiener's Morgan Stanley Smith Barney Experience March 2011 - September 2012
Job Vice President & Director of Project Sales, Kinzie Brokerage LLC
Industry Real Estate
Experience
Kinzie Brokerage LLC March 2015 - Present
Private Holding Group April 2014 - February 2015
American Tower September 2012 - April 2014
Morgan Stanley Smith Barney March 2011 - September 2012
Insight Real Estate Partners August 2009 - September 2012
Professional Education International January 2008 - February 2009
Garrison Partners January 2002 - February 2008
Garrison Partners January 2006 - January 2008
Garrison Partners June 2003 - December 2006
Garrison Partners December 2001 - June 2003
Skills
Real Estate, Residential Homes, Real Estate Transactions, Real Estate Development, Property Management, Sellers, Start-ups, Business Development, Investment Properties, Selling, Investors, Strategic Planning, Sales, New Business Development, Strategy, Negotiation, Short Sales, Finance, Management, Budgets, Leadership, Business Planning, Sales Management
Education
Cornell College 1982 — 1985
Psychology
New Trier 1977 — 1981
Kinzie Brokerage LLC March 2015 - Present
Private Holding Group April 2014 - February 2015
American Tower September 2012 - April 2014
Morgan Stanley Smith Barney March 2011 - September 2012
Insight Real Estate Partners August 2009 - September 2012
Professional Education International January 2008 - February 2009
Garrison Partners January 2002 - February 2008
Garrison Partners January 2006 - January 2008
Garrison Partners June 2003 - December 2006
Garrison Partners December 2001 - June 2003
Skills
Real Estate, Residential Homes, Real Estate Transactions, Real Estate Development, Property Management, Sellers, Start-ups, Business Development, Investment Properties, Selling, Investors, Strategic Planning, Sales, New Business Development, Strategy, Negotiation, Short Sales, Finance, Management, Budgets, Leadership, Business Planning, Sales Management
Education
Cornell College 1982 — 1985
Psychology
New Trier 1977 — 1981
Phillip Herring Phillip Herring's Morgan Stanley Smith Barney Experience May 2000 - August 2000
Job Managing Partner at PJH & Associates, LLC
Industry Investment Management
Experience
PJH & Associates, LLC July 2013 - Present
Systematic Alchemy, LLC June 2011 - June 2013
Excelsius Investments, Inc December 2002 - August 2009
Bank of America May 2001 - August 2001
Morgan Stanley Smith Barney May 2000 - August 2000
Skills
Private Equity, Managed Futures, Hedge Funds, Securities, Strategic Partnerships, Venture Capital, Commodity, Asset Allocation, Management, Mutual Funds, Start-ups, Alternative Investments, Technical Analysis, Financial Modeling, Strategy, Investments, Equities, Capital Markets, Portfolio Management, Due Diligence, Financial Analysis
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance & Economics
University of Georgia - Terry College of Business 1998 — 2002
BBA, Finance
PJH & Associates, LLC July 2013 - Present
Systematic Alchemy, LLC June 2011 - June 2013
Excelsius Investments, Inc December 2002 - August 2009
Bank of America May 2001 - August 2001
Morgan Stanley Smith Barney May 2000 - August 2000
Skills
Private Equity, Managed Futures, Hedge Funds, Securities, Strategic Partnerships, Venture Capital, Commodity, Asset Allocation, Management, Mutual Funds, Start-ups, Alternative Investments, Technical Analysis, Financial Modeling, Strategy, Investments, Equities, Capital Markets, Portfolio Management, Due Diligence, Financial Analysis
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance & Economics
University of Georgia - Terry College of Business 1998 — 2002
BBA, Finance
E. James McLaughlin, CFP®'s Morgan Stanley Smith Barney Experience July 2010 - August 2012
Job Partnerships at General Assembly
Industry Internet
Experience
Blue Sunsets LLC May 2015 - Present
General Assembly January 2014 - May 2015
General Assembly April 2013 - December 2013
General Assembly January 2013 - April 2013
Morgan Stanley Smith Barney July 2010 - August 2012
Johnson Controls 2009 - 2009
Borough of Spring Lake, NJ June 2003 - August 2008
UBS Wealth Management 2008 - 2008
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Investments, Valuation, Asset Allocation, Asset Managment, Series 7, Mutual Funds, Due Diligence, Portfolio Management, Financial Planners, Series 63, Insurance, Series 65, series 31
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts (B.A.), Economics, Political Science
Fairfield Prep 2002 — 2006
High School Diploma
Blue Sunsets LLC May 2015 - Present
General Assembly January 2014 - May 2015
General Assembly April 2013 - December 2013
General Assembly January 2013 - April 2013
Morgan Stanley Smith Barney July 2010 - August 2012
Johnson Controls 2009 - 2009
Borough of Spring Lake, NJ June 2003 - August 2008
UBS Wealth Management 2008 - 2008
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Investments, Valuation, Asset Allocation, Asset Managment, Series 7, Mutual Funds, Due Diligence, Portfolio Management, Financial Planners, Series 63, Insurance, Series 65, series 31
Education
College of the Holy Cross 2006 — 2010
Bachelor of Arts (B.A.), Economics, Political Science
Fairfield Prep 2002 — 2006
High School Diploma
Rodolfo Saccoman's Morgan Stanley Smith Barney Experience February 2010 - August 2011
Job CEO & Founder at AdMobilize.com
Industry Marketing and Advertising
Experience
AdMobilize.com August 2011 - Present
Morgan Stanley Smith Barney February 2010 - August 2011
MyTherapyJournal.com, LLC August 2006 - December 2009
The Breakers August 1999 - December 2009
Skills
Entrepreneurship, Direct Marketing, Real Estate, Hospitality, E-commerce, Marketing Strategy, Marketing, Strategic Planning, New Business Development, Sales, Social Media Marketing, Online Advertising, Social Media, Sales Management, Social Networking, Event Management, Marketing Communications, Public Relations, Email Marketing, Management, Competitive Analysis, Negotiation, Team Building, Contract Negotiation, Investments, Start-ups, SEM, Fundraising, Online Marketing, SEO, Strategic Partnerships, Digital Marketing, OOH
Education
University of Miami - School of Business 2006 — 2007
Master of Business Administration (MBA)
Cornell University 1995 — 1999
Bachelor of Science (B.S.), Hotel School
University of Virginia 1998 — 1998
Semester at Sea
Academia Cotopaxi 1992 — 1995
Nido de Aguilas 1987 — 1992
AdMobilize.com August 2011 - Present
Morgan Stanley Smith Barney February 2010 - August 2011
MyTherapyJournal.com, LLC August 2006 - December 2009
The Breakers August 1999 - December 2009
Skills
Entrepreneurship, Direct Marketing, Real Estate, Hospitality, E-commerce, Marketing Strategy, Marketing, Strategic Planning, New Business Development, Sales, Social Media Marketing, Online Advertising, Social Media, Sales Management, Social Networking, Event Management, Marketing Communications, Public Relations, Email Marketing, Management, Competitive Analysis, Negotiation, Team Building, Contract Negotiation, Investments, Start-ups, SEM, Fundraising, Online Marketing, SEO, Strategic Partnerships, Digital Marketing, OOH
Education
University of Miami - School of Business 2006 — 2007
Master of Business Administration (MBA)
Cornell University 1995 — 1999
Bachelor of Science (B.S.), Hotel School
University of Virginia 1998 — 1998
Semester at Sea
Academia Cotopaxi 1992 — 1995
Nido de Aguilas 1987 — 1992
Caitlin Stachon's Morgan Stanley Smith Barney Experience May 2007 - August 2007
Job NYU School of Law, 2017 J.D. Candidate
Industry Legal Services
Experience
NYU Pollack Center for Law & Business June 2015 - Present
United States Bankruptcy Court, SDNY June 2014 - August 2014
Togut Segal & Segal LLP February 2012 - May 2014
Sullivan & Cromwell LLP September 2011 - February 2012
UBS June 2011 - August 2011
Texas A&M University August 2010 - May 2011
Visiting Nurse Services of Iowa May 2009 - August 2009
Natixis North America June 2008 - August 2008
Morgan Stanley Smith Barney May 2007 - August 2007
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Non-profits, Bankruptcy, Onboarding, Nonprofits, Analysis, Legal Research, Legal Writing, Pleadings, Westlaw, Social Media, Fundraising, Public Speaking, Editing
Education
New York University School of Law 2014 — 2017
Doctor of Law (J.D.)
Columbia University in the City of New York 2006 — 2010
B.A., Psychology
NYU Pollack Center for Law & Business June 2015 - Present
United States Bankruptcy Court, SDNY June 2014 - August 2014
Togut Segal & Segal LLP February 2012 - May 2014
Sullivan & Cromwell LLP September 2011 - February 2012
UBS June 2011 - August 2011
Texas A&M University August 2010 - May 2011
Visiting Nurse Services of Iowa May 2009 - August 2009
Natixis North America June 2008 - August 2008
Morgan Stanley Smith Barney May 2007 - August 2007
Skills
Microsoft Office, Research, PowerPoint, Microsoft Excel, Non-profits, Bankruptcy, Onboarding, Nonprofits, Analysis, Legal Research, Legal Writing, Pleadings, Westlaw, Social Media, Fundraising, Public Speaking, Editing
Education
New York University School of Law 2014 — 2017
Doctor of Law (J.D.)
Columbia University in the City of New York 2006 — 2010
B.A., Psychology
Philip Dawson, Jr. Philip Dawson, Jr.'s Morgan Stanley Smith Barney Experience January 2004 - January 2009
Job Academic Program Manager Finance; Post University
Industry Financial Services
Experience
Post University March 2012 - Present
Sacred Heart High School April 2012 - Present
Hartford Behavioral Health December 2009 - November 2010
Morgan Stanley Smith Barney January 2004 - January 2009
Marsh & McLennan Companies, Inc. 1998 - 2003
Aon Risk Services 1993 - 1998
Skills
Consultative Selling, Executive Management, Auditing, Registered Investment..., Selling, Higher Education, Strategy, Management, Leadership, Strategic Planning, Coaching, Finance, Public Speaking, Risk Management, Leadership Development, Nonprofits, Program Management
Education
Institute of Investment Banking 2009 — 2010
Financial Modeling and Valuation
The University of Connecticut School of Business 1999 — 2002
MBA, Finance & Marketing
Connecticut College 1987 — 1989
BA, Psychology
Kansas State University
Doctor of Philosophy (Ph.D.) Student, Personal Financial Planning and Services
Post University March 2012 - Present
Sacred Heart High School April 2012 - Present
Hartford Behavioral Health December 2009 - November 2010
Morgan Stanley Smith Barney January 2004 - January 2009
Marsh & McLennan Companies, Inc. 1998 - 2003
Aon Risk Services 1993 - 1998
Skills
Consultative Selling, Executive Management, Auditing, Registered Investment..., Selling, Higher Education, Strategy, Management, Leadership, Strategic Planning, Coaching, Finance, Public Speaking, Risk Management, Leadership Development, Nonprofits, Program Management
Education
Institute of Investment Banking 2009 — 2010
Financial Modeling and Valuation
The University of Connecticut School of Business 1999 — 2002
MBA, Finance & Marketing
Connecticut College 1987 — 1989
BA, Psychology
Kansas State University
Doctor of Philosophy (Ph.D.) Student, Personal Financial Planning and Services
Cody Land Cody Land's Morgan Stanley Smith Barney Experience August 2011 - December 2011
Job Custom Tailored Suits Business Owner, Entrepreneur, Clothier, Pilot
Industry Apparel & Fashion
Experience
Tien Son Custom Tailored Suits August 2011 - Present
Everything Auto Inc. February 2013 - November 2014
US Automotive Resources Inc. February 2013 - November 2014
Old National Bank June 2012 - February 2013
Everything Auto Inc. November 2010 - May 2012
Morgan Stanley Smith Barney August 2011 - December 2011
Vectren September 2010 - December 2010
Two Men and a Truck January 2010 - November 2010
United States Air Force 2004 - 2008
Skills
Advertising Research, SEO, Web Analytics, Equity Valuation, Microsoft Office, Small Business..., Intercultural..., Intercultural Training, Public Speaking, Online Publishing, Online Branding, Interactive Marketing..., Business Launch, Negotiation, Editorial Skills, Spokesperson, Cash Flow Forecasting, Corporate Finance, Capital Budgeting, Portfolio Strategy, Compliance, Business Development, Portfolio Management, Editing, Team Building, Advertising, Marketing Strategy, Strategic Planning, Management, Small Business, Leadership, Lead Generation, Start-ups, Sales Process, Training, Networking, Finance, Social Media, Social Networking, Marketing, Program Management, Direct Marketing, Social Media Marketing, Integrated Marketing, Online Marketing, Cold Calling, Entrepreneurship, Time Management, Direct Sales, Salesforce.com
Education
University of Evansville 2009 — 2012
B.S., Business Administration - Finance, 3.7/4.0
Community College of the Air Force 2005 — 2008
A.S., Fire Science
Tien Son Custom Tailored Suits August 2011 - Present
Everything Auto Inc. February 2013 - November 2014
US Automotive Resources Inc. February 2013 - November 2014
Old National Bank June 2012 - February 2013
Everything Auto Inc. November 2010 - May 2012
Morgan Stanley Smith Barney August 2011 - December 2011
Vectren September 2010 - December 2010
Two Men and a Truck January 2010 - November 2010
United States Air Force 2004 - 2008
Skills
Advertising Research, SEO, Web Analytics, Equity Valuation, Microsoft Office, Small Business..., Intercultural..., Intercultural Training, Public Speaking, Online Publishing, Online Branding, Interactive Marketing..., Business Launch, Negotiation, Editorial Skills, Spokesperson, Cash Flow Forecasting, Corporate Finance, Capital Budgeting, Portfolio Strategy, Compliance, Business Development, Portfolio Management, Editing, Team Building, Advertising, Marketing Strategy, Strategic Planning, Management, Small Business, Leadership, Lead Generation, Start-ups, Sales Process, Training, Networking, Finance, Social Media, Social Networking, Marketing, Program Management, Direct Marketing, Social Media Marketing, Integrated Marketing, Online Marketing, Cold Calling, Entrepreneurship, Time Management, Direct Sales, Salesforce.com
Education
University of Evansville 2009 — 2012
B.S., Business Administration - Finance, 3.7/4.0
Community College of the Air Force 2005 — 2008
A.S., Fire Science
Douglas Baillie's Morgan Stanley Smith Barney Experience January 2009 - July 2009
Job Capital Markets Analyst at JLL
Industry Real Estate
Experience
JLL August 2015 - Present
SL Green Realty Corp. January 2015 - May 2015
Columbia University Graduate School of Architecture, Planning & Preservation August 2014 - May 2015
Cambridge Associates June 2010 - May 2014
Morgan Stanley Smith Barney January 2009 - July 2009
Skills
Private Equity, Due Diligence, Real Estate, Real Estate Development, Valuation, Argus Modeling, Investments, Real Estate Private..., Microsoft Excel, Alternative Investments, Hedge Funds, Investment Management, Portfolio Management
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2014 — 2015
Master's Degree, Real Estate Development
Trinity College-Hartford 2006 — 2010
B.A., Economics
Saint Stephen's Episcopal School 2002 — 2006
JLL August 2015 - Present
SL Green Realty Corp. January 2015 - May 2015
Columbia University Graduate School of Architecture, Planning & Preservation August 2014 - May 2015
Cambridge Associates June 2010 - May 2014
Morgan Stanley Smith Barney January 2009 - July 2009
Skills
Private Equity, Due Diligence, Real Estate, Real Estate Development, Valuation, Argus Modeling, Investments, Real Estate Private..., Microsoft Excel, Alternative Investments, Hedge Funds, Investment Management, Portfolio Management
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 2014 — 2015
Master's Degree, Real Estate Development
Trinity College-Hartford 2006 — 2010
B.A., Economics
Saint Stephen's Episcopal School 2002 — 2006
Paul Cucci, MBA Paul Cucci, MBA's Morgan Stanley Smith Barney Experience 1989 - 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2011 - Present
Morgan Stanley Smith Barney 1989 - 2011
Education
Cornell University 1974 — 1978
Bach. of Science
Cornell University
Bachelor of Science (B.S.)
The Ohio State University
Master of Business Administration (M.B.A.)
Ameriprise Financial Services, Inc. September 2011 - Present
Morgan Stanley Smith Barney 1989 - 2011
Education
Cornell University 1974 — 1978
Bach. of Science
Cornell University
Bachelor of Science (B.S.)
The Ohio State University
Master of Business Administration (M.B.A.)
Philip Gough's Morgan Stanley Smith Barney Experience May 2012 - July 2012
Job 5th Grade Teacher at Our Lady of Victory Catholic School
Industry Financial Services
Experience
Our Lady of Victory Catholic School August 2014 - Present
College of the Holy Cross June 2013 - April 2014
Morgan Stanley Smith Barney May 2012 - July 2012
College of the Holy Cross July 2011 - August 2011
College of the Holy Cross May 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Research, Bloomberg, SPSS, Investments, Spanish, Leadership, Facebook, Fundraising, Teamwork, Customer Service
Education
University of Notre Dame 2014 — 2016
Master's Degree, Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Sociology Major, Catholic Studies Concentration, 3.57
Fenwick High School 2006 — 2010
4.0
Our Lady of Victory Catholic School August 2014 - Present
College of the Holy Cross June 2013 - April 2014
Morgan Stanley Smith Barney May 2012 - July 2012
College of the Holy Cross July 2011 - August 2011
College of the Holy Cross May 2011 - July 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Public Speaking, Microsoft Office, Research, Bloomberg, SPSS, Investments, Spanish, Leadership, Facebook, Fundraising, Teamwork, Customer Service
Education
University of Notre Dame 2014 — 2016
Master's Degree, Education
College of the Holy Cross 2010 — 2014
Bachelor of Arts (B.A.), Sociology Major, Catholic Studies Concentration, 3.57
Fenwick High School 2006 — 2010
4.0
Jessica Livingston's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job Market Manager, Hotel and Resort Partnerships at Inspirato with American Express
Industry Financial Services
Experience
Inspirato with American Express May 2015 - Present
J.Crew September 2012 - September 2014
Morgan Stanley June 2010 - July 2012
Vail Resorts - Vail Mountain Club January 2010 - April 2010
Rocky Mountain Vacation Rentals May 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Seagate Technology May 2008 - August 2008
Level 3 Communications May 2007 - August 2007
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Planning, Investment Management, Investment Banking, Public Finance, Corporate Finance, Managerial Finance, Project Finance, Strategic Planning, Business Strategy, Business Development, Strategic Partnerships, Business Analysis, Marketing Strategy, Marketing Communications, Event Planning, Event Management, Corporate Events, Travel Management, Vacation Rental, Travel & Tourism, Adventure Travel, Partner Management, Partner Development, Customer Service..., Search Engine Technology, Oracle, SAP BW, Social Media Marketing, Microsoft Office, DBC, SDC Platinum, Adobe Creative Suite, WordPress, Bloomberg
Education
Cornell University 2006 — 2010
BS, Applied Economics and Management
John Cabot University, Rome 2009 — 2009
Semester Abroad
Fairview High School 2002 — 2006
Inspirato with American Express May 2015 - Present
J.Crew September 2012 - September 2014
Morgan Stanley June 2010 - July 2012
Vail Resorts - Vail Mountain Club January 2010 - April 2010
Rocky Mountain Vacation Rentals May 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Seagate Technology May 2008 - August 2008
Level 3 Communications May 2007 - August 2007
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Planning, Investment Management, Investment Banking, Public Finance, Corporate Finance, Managerial Finance, Project Finance, Strategic Planning, Business Strategy, Business Development, Strategic Partnerships, Business Analysis, Marketing Strategy, Marketing Communications, Event Planning, Event Management, Corporate Events, Travel Management, Vacation Rental, Travel & Tourism, Adventure Travel, Partner Management, Partner Development, Customer Service..., Search Engine Technology, Oracle, SAP BW, Social Media Marketing, Microsoft Office, DBC, SDC Platinum, Adobe Creative Suite, WordPress, Bloomberg
Education
Cornell University 2006 — 2010
BS, Applied Economics and Management
John Cabot University, Rome 2009 — 2009
Semester Abroad
Fairview High School 2002 — 2006
Lawrence Yost, CPM® CRPS® Lawrence Yost, CPM® CRPS®'s Morgan Stanley Smith Barney Experience 1981 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1981 - Present
Skills
Financial Services, Risk Management, Banking, Credit, Financial Analysis, Hedge Funds, Loans, Investment Strategies, Financial Modeling, Capital Markets, Investment Banking, Insurance
Education
University of Minnesota-Twin Cities 1975 — 2013
Bachelor's degree, Business/Corporate Communications
Columbia University - Columbia Business School 2009 — 2010
Certified Portfolio Manager, Portfolio Management CPM ® Cirtification
College of Financial Planning 2008 — 2010
Chartered Retirement Planning Specialist, Finance and Financial Management Services
Morgan Stanley Smith Barney 1981 - Present
Skills
Financial Services, Risk Management, Banking, Credit, Financial Analysis, Hedge Funds, Loans, Investment Strategies, Financial Modeling, Capital Markets, Investment Banking, Insurance
Education
University of Minnesota-Twin Cities 1975 — 2013
Bachelor's degree, Business/Corporate Communications
Columbia University - Columbia Business School 2009 — 2010
Certified Portfolio Manager, Portfolio Management CPM ® Cirtification
College of Financial Planning 2008 — 2010
Chartered Retirement Planning Specialist, Finance and Financial Management Services
Ashley Hammond's Morgan Stanley Smith Barney Experience June 2007 - May 2008
Job
Industry Financial Services
Experience
Markit July 2012 - Present
NABCAP May 2009 - April 2015
NABCAP May 2008 - July 2012
Morgan Stanley Smith Barney June 2007 - May 2008
Skills
Asset Managment, Investments, Public Relations, Advertising, Marketing, Asset Management, Entrepreneurship, Publishing, Financial Services, Strategy, Nonprofits, Management, Small Business, Business Planning, Finance
Education
Colorado Christian University 2005 — 2008
Bachelors of Science, Business Administration
University of Colorado Denver 2004 — 2005
Bachelors of Science, Business Administration
Markit July 2012 - Present
NABCAP May 2009 - April 2015
NABCAP May 2008 - July 2012
Morgan Stanley Smith Barney June 2007 - May 2008
Skills
Asset Managment, Investments, Public Relations, Advertising, Marketing, Asset Management, Entrepreneurship, Publishing, Financial Services, Strategy, Nonprofits, Management, Small Business, Business Planning, Finance
Education
Colorado Christian University 2005 — 2008
Bachelors of Science, Business Administration
University of Colorado Denver 2004 — 2005
Bachelors of Science, Business Administration
Charles L. Green's Morgan Stanley Smith Barney Experience October 2009 - June 2011
Job Sensible Health Plans & Benefits/Compass Health Group
Industry Financial Services
Experience
Sensible Health Plans & Benefits/Compass Health Group October 2014 - Present
(see below) January 2009 - Present
YPO/WPO 2009 - Present
Obamacare Help Center 2014 - 2015
Obamacare Help Center 2014 - 2015
Obamacare Help Center 2014 - 2015
Obamacare Help Center 2014 - 2015
MetLife Securities / Cypress Financial Group August 2011 - September 2014
Morgan Stanley Smith Barney October 2009 - June 2011
Advanced Wireless Devices June 2008 - October 2009
Education
Columbia Engineering 1996 — 1998
MS
Columbia University - School of International and Public Affairs 1992 — 1994
MIA
Columbia University in the City of New York 1973 — 1977
Bachelor of Arts (B.A.)
University of Rochester 1973 — 1977
BA
Tulane University
NA
University of California, Los Angeles
Sensible Health Plans & Benefits/Compass Health Group October 2014 - Present
(see below) January 2009 - Present
YPO/WPO 2009 - Present
Obamacare Help Center 2014 - 2015
Obamacare Help Center 2014 - 2015
Obamacare Help Center 2014 - 2015
Obamacare Help Center 2014 - 2015
MetLife Securities / Cypress Financial Group August 2011 - September 2014
Morgan Stanley Smith Barney October 2009 - June 2011
Advanced Wireless Devices June 2008 - October 2009
Education
Columbia Engineering 1996 — 1998
MS
Columbia University - School of International and Public Affairs 1992 — 1994
MIA
Columbia University in the City of New York 1973 — 1977
Bachelor of Arts (B.A.)
University of Rochester 1973 — 1977
BA
Tulane University
NA
University of California, Los Angeles
Charles Lashbaugh Charles Lashbaugh's Morgan Stanley Smith Barney Experience July 2006 - February 2011
Job Client Services Representative at hibu
Industry Marketing and Advertising
Experience
hibu September 2012 - Present
FiberDyne Advanced Composites June 2012 - September 2012
Paleo2Go LLC April 2011 - June 2012
Morgan Stanley Smith Barney July 2006 - February 2011
Raymond James June 2004 - May 2005
Summit Capital Group, LLC 2002 - 2002
Skills
Options, Investments, Finance, Management, Financial Modeling, SEO, SEM
Education
Cornell University 2001 — 2004
BS, Industrial & Labor Relations
Washington State University 2000 — 2001
hibu September 2012 - Present
FiberDyne Advanced Composites June 2012 - September 2012
Paleo2Go LLC April 2011 - June 2012
Morgan Stanley Smith Barney July 2006 - February 2011
Raymond James June 2004 - May 2005
Summit Capital Group, LLC 2002 - 2002
Skills
Options, Investments, Finance, Management, Financial Modeling, SEO, SEM
Education
Cornell University 2001 — 2004
BS, Industrial & Labor Relations
Washington State University 2000 — 2001
Daniel Barotz Daniel Barotz's Morgan Stanley Smith Barney Experience 2007 - 2011
Job Vice President Investments at UBS
Industry Financial Services
Experience
UBS 2011 - Present
OfficeFeeder 2011 - Present
Morgan Stanley Smith Barney 2007 - 2011
Wachovia Securities Private Client Group 2005 - 2006
Education
Colorado State University 2001 — 2005
Bachelors of Arts, Economics
Unique Edge hosted by the Strategic Coach 2004 — 2004
UBS 2011 - Present
OfficeFeeder 2011 - Present
Morgan Stanley Smith Barney 2007 - 2011
Wachovia Securities Private Client Group 2005 - 2006
Education
Colorado State University 2001 — 2005
Bachelors of Arts, Economics
Unique Edge hosted by the Strategic Coach 2004 — 2004
Stephen Cardinal's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Morgan Stanley June 2011 - Present
Morgan Stanley Smith Barney June 2010 - August 2010
Jennison Associates June 2009 - August 2009
Investment Banking Institute May 2008 - June 2008
Skills
Series 7, Series 63, Fixed Income, Mandarin, Chinese culture
Education
Cameron School of Business at UNC Wilmington 2015 — 2017
Master of Business Administration (M.B.A.)
College of the Holy Cross 2007 — 2011
BA, Economics, Chinese Language & Civilization
CET Beijing Academic Programs 2010 — 2010
Mandarin Chinese
Morgan Stanley August 2013 - Present
Morgan Stanley June 2011 - Present
Morgan Stanley Smith Barney June 2010 - August 2010
Jennison Associates June 2009 - August 2009
Investment Banking Institute May 2008 - June 2008
Skills
Series 7, Series 63, Fixed Income, Mandarin, Chinese culture
Education
Cameron School of Business at UNC Wilmington 2015 — 2017
Master of Business Administration (M.B.A.)
College of the Holy Cross 2007 — 2011
BA, Economics, Chinese Language & Civilization
CET Beijing Academic Programs 2010 — 2010
Mandarin Chinese
Daniel Krenitsyn's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job City Manager at Sosh
Industry Internet
Experience
Sosh April 2014 - Present
Marshfillows 2012 - 2014
Citi 2013 - 2013
Citi June 2012 - August 2012
Big Red Cups 2011 - 2012
Life Changing Apparel 2010 - 2012
J.P. Morgan June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Cornell University September 2009 - December 2009
Skills
Social Media, Microsoft Excel, PowerPoint, Entrepreneurship, Microsoft Office, Financial Modeling, Fundraising, Data Analysis, Facebook, Economics, Leadership, Market Research, Financial Analysis, Valuation, Research, Investment Banking, Microsoft Word, Public Speaking, SPSS, Capital Markets, Oral & Written..., Analysis, Start-ups, Bloomberg, Statistics, Spanish, Corporate Finance, User Experience, Project Management, Excel, Adobe, Software Quality..., SQL, Word, Content Management, Writing, Photoshop, Business Development, A/B Testing, Content Strategy, Content Writing, Content Development, Web Content Management, Email Marketing, Community Management, Brand Development, Salesforce.com, Operations Management, Online Marketplace, Conversion Optimization
Education
Cornell University 2009 — 2012
B.S., Industrial and Labor Relations, Entrepreneurship, Communications
General Assembly
Sosh April 2014 - Present
Marshfillows 2012 - 2014
Citi 2013 - 2013
Citi June 2012 - August 2012
Big Red Cups 2011 - 2012
Life Changing Apparel 2010 - 2012
J.P. Morgan June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Cornell University September 2009 - December 2009
Skills
Social Media, Microsoft Excel, PowerPoint, Entrepreneurship, Microsoft Office, Financial Modeling, Fundraising, Data Analysis, Facebook, Economics, Leadership, Market Research, Financial Analysis, Valuation, Research, Investment Banking, Microsoft Word, Public Speaking, SPSS, Capital Markets, Oral & Written..., Analysis, Start-ups, Bloomberg, Statistics, Spanish, Corporate Finance, User Experience, Project Management, Excel, Adobe, Software Quality..., SQL, Word, Content Management, Writing, Photoshop, Business Development, A/B Testing, Content Strategy, Content Writing, Content Development, Web Content Management, Email Marketing, Community Management, Brand Development, Salesforce.com, Operations Management, Online Marketplace, Conversion Optimization
Education
Cornell University 2009 — 2012
B.S., Industrial and Labor Relations, Entrepreneurship, Communications
General Assembly
Bruce Cramer, AIF® Bruce Cramer, AIF®'s Morgan Stanley Smith Barney Experience 2000 - 2007
Job President of Cramer Capital Management, LLC
Industry Financial Services
Experience
Cramer Capital Management LLC 2007 - Present
Northland Community Foundation December 2012 - Present
Northland Regional Chamber of Commerce January 2015 - 2015
Newhouse Domestic Shelter December 2012 - October 2014
American Diabetes Association December 2009 - December 2013
Morgan Stanley Smith Barney 2000 - 2007
Merrill Lynch 1991 - 2000
Skills
Wealth Management, Series 63, Marketing Strategy, Mutual Funds, Securities, Contract Negotiation, Strategic Financial..., Budgets, Series 7, Leadership, FINRA, Retirement Planning, Event Planning, Strategic Planning, Investments, Financial Services, Fundraising, Sales Management, Insurance, Social Media, Wealth
Education
Columbia College 1983 — 1987
Bachelor of Science, Business Administration and Management, General
Cramer Capital Management LLC 2007 - Present
Northland Community Foundation December 2012 - Present
Northland Regional Chamber of Commerce January 2015 - 2015
Newhouse Domestic Shelter December 2012 - October 2014
American Diabetes Association December 2009 - December 2013
Morgan Stanley Smith Barney 2000 - 2007
Merrill Lynch 1991 - 2000
Skills
Wealth Management, Series 63, Marketing Strategy, Mutual Funds, Securities, Contract Negotiation, Strategic Financial..., Budgets, Series 7, Leadership, FINRA, Retirement Planning, Event Planning, Strategic Planning, Investments, Financial Services, Fundraising, Sales Management, Insurance, Social Media, Wealth
Education
Columbia College 1983 — 1987
Bachelor of Science, Business Administration and Management, General
Delnora Reed Delnora Reed's Morgan Stanley Smith Barney Experience 2010 - 2010
Job Entertainer/Writer at Delnora's Publishing/Raised Right Publishers
Industry Pharmaceuticals
Experience
Raised Right Publishers April 2006 - Present
Morgan Stanley Smith Barney 2010 - 2010
Shire Pharmaceuticals October 2000 - April 2005
Enterprise Rent-A-Car July 1997 - October 2000
Skills
Public Speaking, Songwriting, Music Industry, Music, Marketing, Event Planning, Music Publishing, Entertainment, Songs, Recording, Music Licensing, Music Production, Composition, Band, Film, Record Labels, A&R, Music Supervision, Vocal, Original Music, Singing, Guitar, Studio Recording, POP, Social Networking, Rock, Musicians, Lyrics
Education
Concord University
Bachelors, Communications
Raised Right Publishers April 2006 - Present
Morgan Stanley Smith Barney 2010 - 2010
Shire Pharmaceuticals October 2000 - April 2005
Enterprise Rent-A-Car July 1997 - October 2000
Skills
Public Speaking, Songwriting, Music Industry, Music, Marketing, Event Planning, Music Publishing, Entertainment, Songs, Recording, Music Licensing, Music Production, Composition, Band, Film, Record Labels, A&R, Music Supervision, Vocal, Original Music, Singing, Guitar, Studio Recording, POP, Social Networking, Rock, Musicians, Lyrics
Education
Concord University
Bachelors, Communications
Greg Peterson's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs November 2012 - Present
Morgan Stanley Smith Barney June 2011 - August 2011
GE June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (BA), Economics and Accounting
Northwest Catholic High School 2004 — 2008
Goldman Sachs November 2012 - Present
Morgan Stanley Smith Barney June 2011 - August 2011
GE June 2010 - August 2010
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research
Education
College of the Holy Cross 2008 — 2012
Bachelor of Arts (BA), Economics and Accounting
Northwest Catholic High School 2004 — 2008
Dennis Merryfield Dennis Merryfield's Morgan Stanley Smith Barney Experience October 2008 - November 2011
Job Merryfield Barnes, LLC
Industry Investment Management
Experience
Morgan Stanley Smith Barney October 2008 - November 2011
Smith Barney April 2000 - October 2008
Education
Georg-August-Universität Göttingen 1992 — 1995
Cornell University 1988 — 1993
MA
Penn State University 1983 — 1987
BA
University of Oxford 1986 — 1986
Muhlenberg High School
Muhlenberg High School
Morgan Stanley Smith Barney October 2008 - November 2011
Smith Barney April 2000 - October 2008
Education
Georg-August-Universität Göttingen 1992 — 1995
Cornell University 1988 — 1993
MA
Penn State University 1983 — 1987
BA
University of Oxford 1986 — 1986
Muhlenberg High School
Muhlenberg High School
Hannah Fisher's Morgan Stanley Smith Barney Experience June 2007 - August 2007
Job Attorney
Industry Law Practice
Experience
Phillips & Associates October 2012 - Present
Itach Maaki December 2012 - May 2013
Jay Stein, Solo Practitioner November 2012 - December 2012
Cooley Manion Jones LLP March 2012 - May 2012
Massachusetts Attorney General's Office, Trial Division August 2011 - October 2011
Duane Morris LLP February 2011 - May 2011
United States District Court, District of Massachusetts September 2010 - November 2010
Americorps VISTA July 2008 - July 2009
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Courts, Commercial Litigation, Legal Research, Intellectual Property, Corporate Law, Trademarks, Hearings, Copyright Law, Motions, Nonprofits, Editing, Research, Entertainment Law, Civil Rights, Torts, Proposal Writing, Legal Writing, Westlaw, Litigation, Employment Law, Social Media Marketing, Public Speaking, Legal Assistance, Writing, Community Outreach, Microsoft Office, Social Media, Civil Litigation
Education
Northeastern University School of Law 2009 — 2012
Doctor of Law (J.D.)
Connecticut College 2004 — 2008
Bachelor of Arts (B.A.), Economics; National Security
Phillips & Associates October 2012 - Present
Itach Maaki December 2012 - May 2013
Jay Stein, Solo Practitioner November 2012 - December 2012
Cooley Manion Jones LLP March 2012 - May 2012
Massachusetts Attorney General's Office, Trial Division August 2011 - October 2011
Duane Morris LLP February 2011 - May 2011
United States District Court, District of Massachusetts September 2010 - November 2010
Americorps VISTA July 2008 - July 2009
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Courts, Commercial Litigation, Legal Research, Intellectual Property, Corporate Law, Trademarks, Hearings, Copyright Law, Motions, Nonprofits, Editing, Research, Entertainment Law, Civil Rights, Torts, Proposal Writing, Legal Writing, Westlaw, Litigation, Employment Law, Social Media Marketing, Public Speaking, Legal Assistance, Writing, Community Outreach, Microsoft Office, Social Media, Civil Litigation
Education
Northeastern University School of Law 2009 — 2012
Doctor of Law (J.D.)
Connecticut College 2004 — 2008
Bachelor of Arts (B.A.), Economics; National Security
Bruce C Munster's Morgan Stanley Smith Barney Experience 2007 - February 2015
Job Managing Director Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch PBIG February 2015 - Present
Woodbury University September 2013 - Present
SRD Straitening Reigns January 2012 - Present
Morgan Stanley September 2007 - Present
Morgan Stanley Smith Barney 2007 - February 2015
California CEO Forum October 2010 - March 2012
UBS 1999 - 2007
Skills
Banking, Private Wealth..., Capital Markets, Wealth Management, Wealth Transfer, M&A experience, Estate Planning, Trading, High Net Worth..., IPO, Asset Allocation, Investments, Loans, Wealth Management..., Wealth, Mergers & Acquisitions, Asset Management, Corporate Finance, Entrepreneurship, Equities, Financial Advisory, Fixed Income, Portfolio Management, Investment Strategies, Real Estate, Middle Market, Financial Planners, Financial Planning
Education
Cornell University 1993 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations
Merrill Lynch PBIG February 2015 - Present
Woodbury University September 2013 - Present
SRD Straitening Reigns January 2012 - Present
Morgan Stanley September 2007 - Present
Morgan Stanley Smith Barney 2007 - February 2015
California CEO Forum October 2010 - March 2012
UBS 1999 - 2007
Skills
Banking, Private Wealth..., Capital Markets, Wealth Management, Wealth Transfer, M&A experience, Estate Planning, Trading, High Net Worth..., IPO, Asset Allocation, Investments, Loans, Wealth Management..., Wealth, Mergers & Acquisitions, Asset Management, Corporate Finance, Entrepreneurship, Equities, Financial Advisory, Fixed Income, Portfolio Management, Investment Strategies, Real Estate, Middle Market, Financial Planners, Financial Planning
Education
Cornell University 1993 — 1997
Bachelor of Science (BS), Business Administration, Management and Operations
Mary K Brown's Morgan Stanley Smith Barney Experience April 2011 - October 2011
Job Communications, Learning and Change
Industry Public Relations and Communications
Experience
Bristol-Myers Squibb July 2013 - September 2015
Covance April 2013 - July 2013
American Water June 2012 - December 2012
Citi February 2012 - May 2012
Morgan Stanley Smith Barney April 2011 - October 2011
Bristol-Myers Squibb February 2009 - April 2009
Schering-Plough Research Institute June 2006 - April 2008
Albridge Solutions March 2005 - March 2006
Deluxe Corporation October 2002 - August 2004
Skills
Product Management, Strategic Planning, Marketing Communications, Project Management, Business Analysis, Cross-functional Team..., Program Management, Marketing Strategy, Vendor Management, Competitive Analysis, Market Research, Product Marketing, Internal Communications, Sales Messaging, PowerPoint, Cross-functional Team..., Problem Solving, External Communications, Writing, Editing, Microsoft Excel, Microsoft Applications, Design, Analysis, Change Management, Direct Marketing, Team Facilitation, Entrepreneurship, SharePoint, Budgets
Education
NYU Stern School of Business 1990 — 1993
MBA, Marketing & International Business
Cornell University
BS, Human Ecology - Design & Environmental Analysis
NYU Steinhardt School of Culture, Education, and Human Development
MA, Education
Bristol-Myers Squibb July 2013 - September 2015
Covance April 2013 - July 2013
American Water June 2012 - December 2012
Citi February 2012 - May 2012
Morgan Stanley Smith Barney April 2011 - October 2011
Bristol-Myers Squibb February 2009 - April 2009
Schering-Plough Research Institute June 2006 - April 2008
Albridge Solutions March 2005 - March 2006
Deluxe Corporation October 2002 - August 2004
Skills
Product Management, Strategic Planning, Marketing Communications, Project Management, Business Analysis, Cross-functional Team..., Program Management, Marketing Strategy, Vendor Management, Competitive Analysis, Market Research, Product Marketing, Internal Communications, Sales Messaging, PowerPoint, Cross-functional Team..., Problem Solving, External Communications, Writing, Editing, Microsoft Excel, Microsoft Applications, Design, Analysis, Change Management, Direct Marketing, Team Facilitation, Entrepreneurship, SharePoint, Budgets
Education
NYU Stern School of Business 1990 — 1993
MBA, Marketing & International Business
Cornell University
BS, Human Ecology - Design & Environmental Analysis
NYU Steinhardt School of Culture, Education, and Human Development
MA, Education
Francine Pollack's Morgan Stanley Smith Barney Experience November 2008 - September 2009
Job at Horizon Kinetics LLC
Industry Financial Services
Experience
Horizon Kinetics LLC May 2011 - Present
Morgan Stanley Smith Barney November 2008 - September 2009
Wachovia Securities (now Wells Fargo) August 2005 - July 2008
Burns McClellan May 2004 - July 2005
Strategic Insight Mutual Fund Research and Consulting April 2001 - June 2002
Tudor Investment Corporation August 1998 - April 2001
Skills
Financial Modeling, Report Writing, Valuation, Financial Analysis, Marketing Communications, Writing, Investments, Equities, Analysis
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance, Management
Washington University in St. Louis 1996 — 1998
MA, Biology
Princeton University 1992 — 1996
AB, Ecology and Evolutionary Biology
Horizon Kinetics LLC May 2011 - Present
Morgan Stanley Smith Barney November 2008 - September 2009
Wachovia Securities (now Wells Fargo) August 2005 - July 2008
Burns McClellan May 2004 - July 2005
Strategic Insight Mutual Fund Research and Consulting April 2001 - June 2002
Tudor Investment Corporation August 1998 - April 2001
Skills
Financial Modeling, Report Writing, Valuation, Financial Analysis, Marketing Communications, Writing, Investments, Equities, Analysis
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance, Management
Washington University in St. Louis 1996 — 1998
MA, Biology
Princeton University 1992 — 1996
AB, Ecology and Evolutionary Biology
Jake Sigmund's Morgan Stanley Smith Barney Experience 1998 - 1999
Job
Industry Capital Markets
Experience
RBC Capital Markets October 2008 - Present
RBC Capital Markets June 2007 - October 2008
HSH Nordbank October 2004 - June 2007
Credit Agricole CIB August 2000 - October 2004
formerly: DLJDirect, CSFBdirect, Harrisdirect, now presently Etrade Financial 1999 - 2000
Morgan Stanley Smith Barney 1998 - 1999
Marriott International 1997 - 1998
Skills
Negotiations, Credit Analysis, Managing a high..., Public Finance, Lodging, Credit, Loans, Leisure, Real Estate, Hospitality, Contract Negotiation, Non-profits, Leases, Structuring, Structured Finance, Debt, Capital Markets, Real Estate Finance, Financial Structuring, Real Estate Economics, Securitization, Corporate Finance, Asset Management, Negotiation, Portfolio Management, Mortgage Lending
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA
Cornell University 1993 — 1997
B.S.
RBC Capital Markets October 2008 - Present
RBC Capital Markets June 2007 - October 2008
HSH Nordbank October 2004 - June 2007
Credit Agricole CIB August 2000 - October 2004
formerly: DLJDirect, CSFBdirect, Harrisdirect, now presently Etrade Financial 1999 - 2000
Morgan Stanley Smith Barney 1998 - 1999
Marriott International 1997 - 1998
Skills
Negotiations, Credit Analysis, Managing a high..., Public Finance, Lodging, Credit, Loans, Leisure, Real Estate, Hospitality, Contract Negotiation, Non-profits, Leases, Structuring, Structured Finance, Debt, Capital Markets, Real Estate Finance, Financial Structuring, Real Estate Economics, Securitization, Corporate Finance, Asset Management, Negotiation, Portfolio Management, Mortgage Lending
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
MBA
Cornell University 1993 — 1997
B.S.
Emily Kochalka's Morgan Stanley Smith Barney Experience September 2010 - June 2012
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney September 2010 - June 2012
Morgan Stanley Smith Barney May 2007 - September 2010
Fleishman-Hillard Japan August 2006 - November 2006
Permanent Mission of Japan to the United Nations August 2004 - July 2005
Cornell University (Dr. Alisa Freedman, Dept. of Asian Studies) June 2003 - August 2003
Japan Exchange & Teaching (JET) Program, Gifu, Japan July 2000 - July 2001
Skills
Editing, Japanese, Public Relations, Strategic Communications, English, Microsoft Excel
Education
University of Hawaii at Manoa 2005 — 2006
Japan-focused MBA
Cornell University 2002 — 2004
M.A., Japanese Literature
The University of Texas at Austin 1995 — 2000
B.A. (2), Asian Studies and English (majors); Business (minor)
Paschal High School
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney September 2010 - June 2012
Morgan Stanley Smith Barney May 2007 - September 2010
Fleishman-Hillard Japan August 2006 - November 2006
Permanent Mission of Japan to the United Nations August 2004 - July 2005
Cornell University (Dr. Alisa Freedman, Dept. of Asian Studies) June 2003 - August 2003
Japan Exchange & Teaching (JET) Program, Gifu, Japan July 2000 - July 2001
Skills
Editing, Japanese, Public Relations, Strategic Communications, English, Microsoft Excel
Education
University of Hawaii at Manoa 2005 — 2006
Japan-focused MBA
Cornell University 2002 — 2004
M.A., Japanese Literature
The University of Texas at Austin 1995 — 2000
B.A. (2), Asian Studies and English (majors); Business (minor)
Paschal High School
Bari Wood's Morgan Stanley Smith Barney Experience April 2011 - December 2013
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2014 - Present
Morgan Stanley Wealth Management December 2013 - May 2014
Morgan Stanley Smith Barney April 2011 - December 2013
AllianceBernstein March 2006 - April 2011
Alliance Bernstein March 2006 - April 2011
AIG June 2003 - March 2006
AXA Advisors 1999 - 2002
Andersen Business Consulting 1997 - 1999
Skills
Analysis, Asset Managment, Financial Services, Wealth Management, SDLC, Business Analysis, Process Improvement, Project Management, Business Process..., PMO, Asset Management
Education
Cornell University 1993 — 1997
Industrial & Labor Relations, Labor and Industrial Relations
Morgan Stanley May 2014 - Present
Morgan Stanley Wealth Management December 2013 - May 2014
Morgan Stanley Smith Barney April 2011 - December 2013
AllianceBernstein March 2006 - April 2011
Alliance Bernstein March 2006 - April 2011
AIG June 2003 - March 2006
AXA Advisors 1999 - 2002
Andersen Business Consulting 1997 - 1999
Skills
Analysis, Asset Managment, Financial Services, Wealth Management, SDLC, Business Analysis, Process Improvement, Project Management, Business Process..., PMO, Asset Management
Education
Cornell University 1993 — 1997
Industrial & Labor Relations, Labor and Industrial Relations
Debbie Tan, SPHR's Morgan Stanley Smith Barney Experience July 2011 - November 2012
Job Human Resources Generalist
Industry Human Resources
Experience
Open Door Community Health Centers October 2014 - Present
BNP Paribas April 2013 - July 2014
Morgan Stanley Smith Barney July 2011 - November 2012
Sumitomo Trust Banking & Co. January 2008 - July 2011
Watson Wyatt 2007 - 2007
Citigroup 2005 - 2007
GHI 2004 - 2005
National Basketball Association 2003 - 2004
Sony Music Entertainment June 2003 - September 2003
Skills
Employee Relations, Recruiting, Human Resources, Onboarding, Talent Management, Talent Acquisition, Employee Benefits, Deferred Compensation, Performance Management, HRIS, Applicant Tracking..., Employee Engagement, Succession Planning, College Recruiting, Benefits Administration, Corporate Actions, Policy, HR Policies, Personnel Management, Executive Search, PeopleSoft
Education
HUNTER COLLEGE
B.A, Psychology
Cornell University
Certificate, Human Resources Studies
SHRM
SPHR, Senior Professional in Human Resources
Open Door Community Health Centers October 2014 - Present
BNP Paribas April 2013 - July 2014
Morgan Stanley Smith Barney July 2011 - November 2012
Sumitomo Trust Banking & Co. January 2008 - July 2011
Watson Wyatt 2007 - 2007
Citigroup 2005 - 2007
GHI 2004 - 2005
National Basketball Association 2003 - 2004
Sony Music Entertainment June 2003 - September 2003
Skills
Employee Relations, Recruiting, Human Resources, Onboarding, Talent Management, Talent Acquisition, Employee Benefits, Deferred Compensation, Performance Management, HRIS, Applicant Tracking..., Employee Engagement, Succession Planning, College Recruiting, Benefits Administration, Corporate Actions, Policy, HR Policies, Personnel Management, Executive Search, PeopleSoft
Education
HUNTER COLLEGE
B.A, Psychology
Cornell University
Certificate, Human Resources Studies
SHRM
SPHR, Senior Professional in Human Resources
Sam Cordova's Morgan Stanley Smith Barney Experience October 2009 - May 2011
Job HCM Technology Business Partner
Industry Financial Services
Experience
Goldman Sachs January 2015 - Present
Goldman Sachs June 2011 - Present
Morgan Stanley Smith Barney October 2009 - May 2011
G2 Direct and Digital February 2008 - September 2009
G2 Direct and Digital July 2007 - January 2008
Avon 2006 - 2006
Skills
Onboarding, HRIS, Human Resources, Recruiting, Talent Management, Employee Benefits, Deferred Compensation, New Hire Orientations, PeopleSoft, Interviews, Personnel Management, Payroll, Training, SDLC, Management, Performance Appraisal, FMLA, Spanish, Talent Acquisition, Temporary Staffing, Applicant Tracking..., Employee Relations
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts, Political Science and Spanish
University of Leon
Goldman Sachs January 2015 - Present
Goldman Sachs June 2011 - Present
Morgan Stanley Smith Barney October 2009 - May 2011
G2 Direct and Digital February 2008 - September 2009
G2 Direct and Digital July 2007 - January 2008
Avon 2006 - 2006
Skills
Onboarding, HRIS, Human Resources, Recruiting, Talent Management, Employee Benefits, Deferred Compensation, New Hire Orientations, PeopleSoft, Interviews, Personnel Management, Payroll, Training, SDLC, Management, Performance Appraisal, FMLA, Spanish, Talent Acquisition, Temporary Staffing, Applicant Tracking..., Employee Relations
Education
College of the Holy Cross 2003 — 2007
Bachelor of Arts, Political Science and Spanish
University of Leon
Jeff Laderman's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Managing Editor at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citi Global Wealth Management 2008 - June 2009
Business Week 1982 - 2007
The Detroit News 1976 - 1982
The Home News 1973 - 1976
Skills
Editing, Writing, Magazines, Copy Editing, Journalism, Editorial, Publishing, Publications, Web Content, Feature Articles, Content Development, Speech Writing, Blogging, Books, Politics, New Media, Published Author, Public Relations, Proofreading, Digital Media, Press Releases, Newspapers, Internal Communications, Freelance Writing, News Writing, Investments, Content Management, Media Relations, Corporate Communications, Copywriting, Content Strategy, Social Media, Marketing Communications, Newsletters, White Papers, Social Media Marketing, Web Content Management, Publicity, Crisis Communications, Business Journalism, Storytelling, AP Style, Multimedia, Creative Writing, Online Journalism, Breaking News, Social Networking, Facebook, Ghostwriting, Fact-checking
Education
Columbia University - Graduate School of Journalism 1972 — 1973
MS, Journalism
Rutgers, The State University of New Jersey-New Brunswick 1968 — 1972
BA, History
Morgan Stanley Smith Barney June 2009 - Present
Citi Global Wealth Management 2008 - June 2009
Business Week 1982 - 2007
The Detroit News 1976 - 1982
The Home News 1973 - 1976
Skills
Editing, Writing, Magazines, Copy Editing, Journalism, Editorial, Publishing, Publications, Web Content, Feature Articles, Content Development, Speech Writing, Blogging, Books, Politics, New Media, Published Author, Public Relations, Proofreading, Digital Media, Press Releases, Newspapers, Internal Communications, Freelance Writing, News Writing, Investments, Content Management, Media Relations, Corporate Communications, Copywriting, Content Strategy, Social Media, Marketing Communications, Newsletters, White Papers, Social Media Marketing, Web Content Management, Publicity, Crisis Communications, Business Journalism, Storytelling, AP Style, Multimedia, Creative Writing, Online Journalism, Breaking News, Social Networking, Facebook, Ghostwriting, Fact-checking
Education
Columbia University - Graduate School of Journalism 1972 — 1973
MS, Journalism
Rutgers, The State University of New Jersey-New Brunswick 1968 — 1972
BA, History
Ellen Glaessner's Morgan Stanley Smith Barney Experience March 2006 - June 2010
Job Senior Vice President and Managing Counsel, Retail and Wealth
Industry Financial Services
Experience
TD September 2014 - Present
TD January 2013 - Present
ING July 2010 - January 2013
Morgan Stanley Smith Barney March 2006 - June 2010
JP Morgan August 1994 - February 2006
Baker Botts LLP September 1989 - August 1994
Education
Columbia University School of Law 1986 — 1989
JD
Wellesley College 1981 — 1985
BA, Economics, History, cum laude
TD September 2014 - Present
TD January 2013 - Present
ING July 2010 - January 2013
Morgan Stanley Smith Barney March 2006 - June 2010
JP Morgan August 1994 - February 2006
Baker Botts LLP September 1989 - August 1994
Education
Columbia University School of Law 1986 — 1989
JD
Wellesley College 1981 — 1985
BA, Economics, History, cum laude
Andrea Cortes Comerer's Morgan Stanley Smith Barney Experience June 2009 - April 2013
Job VP, Citi
Industry Financial Services
Experience
EY July 2014 - October 2014
Morgan Stanley Smith Barney June 2009 - April 2013
Bike New York January 2007 - December 2009
Citi June 2007 - June 2009
Citi (Smith Barney) January 2007 - June 2007
Citi (Smith Barney) May 2005 - December 2006
Citi May 2004 - May 2005
Columbia University in the City of New York May 2004 - May 2005
Columbia University in the City of New York February 2002 - November 2003
Columbia University in the City of New York October 2001 - February 2002
Skills
Project Management, Series 7, Wealth Management, Asset Allocation, Management, Retirement Planning, Analysis, Retirement, Strategic Financial..., Equities, Financial Advisory, IRAs, Mutual Funds, Investments, Financial Services, Securities, Series 63, Finance, Portfolio Management, Financial Analysis, Asset Management, Financial Planning, Fixed Income, Banking, Capital Markets, Alternative Investments, Business Analysis, Strategy, Leadership, Marketing, Strategic Planning, Research
Education
Columbia University in the City of New York 2001 — 2005
B.A., Economics, Music
Horace Mann 1997 — 2001
High school
EY July 2014 - October 2014
Morgan Stanley Smith Barney June 2009 - April 2013
Bike New York January 2007 - December 2009
Citi June 2007 - June 2009
Citi (Smith Barney) January 2007 - June 2007
Citi (Smith Barney) May 2005 - December 2006
Citi May 2004 - May 2005
Columbia University in the City of New York May 2004 - May 2005
Columbia University in the City of New York February 2002 - November 2003
Columbia University in the City of New York October 2001 - February 2002
Skills
Project Management, Series 7, Wealth Management, Asset Allocation, Management, Retirement Planning, Analysis, Retirement, Strategic Financial..., Equities, Financial Advisory, IRAs, Mutual Funds, Investments, Financial Services, Securities, Series 63, Finance, Portfolio Management, Financial Analysis, Asset Management, Financial Planning, Fixed Income, Banking, Capital Markets, Alternative Investments, Business Analysis, Strategy, Leadership, Marketing, Strategic Planning, Research
Education
Columbia University in the City of New York 2001 — 2005
B.A., Economics, Music
Horace Mann 1997 — 2001
High school
Raja Ghosh's Morgan Stanley Smith Barney Experience June 2006 - November 2012
Job Vice President at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase February 2013 - Present
Morgan Stanley Smith Barney June 2006 - November 2012
Deutsche Bank April 1998 - March 2006
Techno Machintel Private Limited 1992 - 1993
Skills
C++, C, Java, Messaging, TIBCO EMS, Linux, Hadoop, Project Management, TCP/IP, JMS, IT Strategy, Software Development, Cloud Computing, Enterprise Architecture, Enterprise Software, Solaris, SOA, Middleware, TIBCO iProcess, Software Engineering, WebSphere MQ, Business Analysis, Software Design, Software Project..., SDLC, Program Management, Vendor Management
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Business
Indian Institute of Technology, Kharagpur 1987 — 1991
Bachelor of Technology, Instrumentation Engineering
South Point High School 1983 — 1987
JPMorgan Chase February 2013 - Present
Morgan Stanley Smith Barney June 2006 - November 2012
Deutsche Bank April 1998 - March 2006
Techno Machintel Private Limited 1992 - 1993
Skills
C++, C, Java, Messaging, TIBCO EMS, Linux, Hadoop, Project Management, TCP/IP, JMS, IT Strategy, Software Development, Cloud Computing, Enterprise Architecture, Enterprise Software, Solaris, SOA, Middleware, TIBCO iProcess, Software Engineering, WebSphere MQ, Business Analysis, Software Design, Software Project..., SDLC, Program Management, Vendor Management
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Business
Indian Institute of Technology, Kharagpur 1987 — 1991
Bachelor of Technology, Instrumentation Engineering
South Point High School 1983 — 1987
Ric Bremer's Morgan Stanley Smith Barney Experience June 2010 - August 2011
Job Real Estate Consultant
Industry Financial Services
Experience
Bremer Enterprises August 2011 - Present
Morgan Stanley Smith Barney June 2010 - August 2011
Rivercrest Realty Associates August 2008 - January 2009
Centro Properties May 2001 - July 2008
Skills
Real Estate, Due Diligence, Asset Management, Financial Analysis, Shopping Centers, Property Management, Real Estate Development, Asset Managment, Commercial Real Estate, Tenant, Real Estate Economics, Leases, Real Estate Transactions, Dispositions, Lease Administration, Brokerage, Contract Negotiation, Lease Negotiations
Education
Columbia University - Columbia Business School
MBA, Finance
Princeton University
AB, Sociology
Stepinac High School
Bremer Enterprises August 2011 - Present
Morgan Stanley Smith Barney June 2010 - August 2011
Rivercrest Realty Associates August 2008 - January 2009
Centro Properties May 2001 - July 2008
Skills
Real Estate, Due Diligence, Asset Management, Financial Analysis, Shopping Centers, Property Management, Real Estate Development, Asset Managment, Commercial Real Estate, Tenant, Real Estate Economics, Leases, Real Estate Transactions, Dispositions, Lease Administration, Brokerage, Contract Negotiation, Lease Negotiations
Education
Columbia University - Columbia Business School
MBA, Finance
Princeton University
AB, Sociology
Stepinac High School
Christopher Setten's Morgan Stanley Smith Barney Experience July 2008 - Present
Job Executive Director Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2008 - Present
Bank of America January 2006 - July 2008
Northern Trust Global Advisors 2001 - 2005
Goldman Sachs Asset Mgmt. 2000 - 2002
Bank of New York Mellon 1900 - 1915
Skills
Asset Allocation, Alternative Investments, Fund Of Funds, Private Equity, Endowments, Due Diligence, Series 7, Hedge Funds
Education
Columbia University in the City of New York
MA, Asian Studies
Queen's University
BA, Literature
Rutgers Graduate School of Management
MBA, Finance
Morgan Stanley Smith Barney July 2008 - Present
Bank of America January 2006 - July 2008
Northern Trust Global Advisors 2001 - 2005
Goldman Sachs Asset Mgmt. 2000 - 2002
Bank of New York Mellon 1900 - 1915
Skills
Asset Allocation, Alternative Investments, Fund Of Funds, Private Equity, Endowments, Due Diligence, Series 7, Hedge Funds
Education
Columbia University in the City of New York
MA, Asian Studies
Queen's University
BA, Literature
Rutgers Graduate School of Management
MBA, Finance
Savitri Ramsingh's Morgan Stanley Smith Barney Experience November 2009 - February 2010
Job GE Capital
Industry Financial Services
Experience
GE Capital June 2013 - Present
GE Asset Management March 2010 - May 2013
Morgan Stanley Smith Barney November 2009 - February 2010
JPMorgan March 2009 - November 2009
Genworth Financial September 2006 - December 2008
Morgan Stanley 2006 - 2006
JPMorgan Chase Bank March 1992 - August 2004
Skills
Management, Leadership, Strategy, Change Management, Risk Management, Project Management, Six Sigma, Program Management, Team Leadership, Relationship Management, Vendor Management, Process Improvement, PMO, Business Analysis, Banking, Financial Services, Project Portfolio..., SDLC, Business Process..., Insurance, Business Transformation, Data Governance, Analysis, Adjunct Professor
Education
Pace University
MBA, Information Systems
Concordia College 1996 — 1998
BA, Business Administration
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Management Information Systems, General
GE Capital June 2013 - Present
GE Asset Management March 2010 - May 2013
Morgan Stanley Smith Barney November 2009 - February 2010
JPMorgan March 2009 - November 2009
Genworth Financial September 2006 - December 2008
Morgan Stanley 2006 - 2006
JPMorgan Chase Bank March 1992 - August 2004
Skills
Management, Leadership, Strategy, Change Management, Risk Management, Project Management, Six Sigma, Program Management, Team Leadership, Relationship Management, Vendor Management, Process Improvement, PMO, Business Analysis, Banking, Financial Services, Project Portfolio..., SDLC, Business Process..., Insurance, Business Transformation, Data Governance, Analysis, Adjunct Professor
Education
Pace University
MBA, Information Systems
Concordia College 1996 — 1998
BA, Business Administration
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Management Information Systems, General
Stephen Dobi's Morgan Stanley Smith Barney Experience January 1990 - March 1993
Job Supervisory Analyst
Industry Research
Experience
JMP Securities May 2015 - July 2015
FBR Capital Markets March 2014 - August 2014
Longbow Research February 2010 - April 2013
Longbow Research December 2008 - February 2010
ABN AMRO Bank N.V. December 2008 - June 2009
LaBranche Financial Services November 2004 - December 2006
Goldman Sachs March 1993 - June 2000
Morgan Stanley Smith Barney January 1990 - March 1993
Salomon Brothers May 1986 - December 1990
Various Universities (See Summary above) January 1971 - December 1984
Skills
Capital Markets, Equity Research, Financial Analysis, Hedge Funds, Building Materials, Series 7, Research, Investment Banking, Equities, FINRA, Editing, Investments, Equity Valuation
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance, Marketing
New York University 1982 — 1984
Ph.D., Cinema Studies
New York University 1981 — 1984
Master of Arts (M.A.), Cinema Studies
New York University
Master of Philosophy (M.Phil.), Cinema Studies
Penn State University
MA, Theatre/Film
St. Vincent College
BA, English/Theatre
JMP Securities May 2015 - July 2015
FBR Capital Markets March 2014 - August 2014
Longbow Research February 2010 - April 2013
Longbow Research December 2008 - February 2010
ABN AMRO Bank N.V. December 2008 - June 2009
LaBranche Financial Services November 2004 - December 2006
Goldman Sachs March 1993 - June 2000
Morgan Stanley Smith Barney January 1990 - March 1993
Salomon Brothers May 1986 - December 1990
Various Universities (See Summary above) January 1971 - December 1984
Skills
Capital Markets, Equity Research, Financial Analysis, Hedge Funds, Building Materials, Series 7, Research, Investment Banking, Equities, FINRA, Editing, Investments, Equity Valuation
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance, Marketing
New York University 1982 — 1984
Ph.D., Cinema Studies
New York University 1981 — 1984
Master of Arts (M.A.), Cinema Studies
New York University
Master of Philosophy (M.Phil.), Cinema Studies
Penn State University
MA, Theatre/Film
St. Vincent College
BA, English/Theatre
Mark Fournier, CFP®'s Morgan Stanley Smith Barney Experience 1997 - Present
Job Vice President Wealth Management at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1997 - Present
Education
Columbia University - School of International and Public Affairs 1977 — 1979
MIA, International Trade, East Central European Studies
Southern Methodist University 1973 — 1977
BA, Political Science
Morgan Stanley Smith Barney 1997 - Present
Education
Columbia University - School of International and Public Affairs 1977 — 1979
MIA, International Trade, East Central European Studies
Southern Methodist University 1973 — 1977
BA, Political Science
Harold McMillan's Morgan Stanley Smith Barney Experience September 2010 - September 2014
Job Citigroup Global Markets, Inc.
Industry Investment Management
Experience
Housatonic River Outfitters May 1996 - Present
Morgan Stanley Smith Barney September 2010 - September 2014
Fairfield Fly Shop May 1994 - May 1996
Kidder Peabody & Co., Inc. May 1990 - July 1994
Skills
Hedge Funds, Investments, Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Derivatives, Due Diligence, Equities, Financial Analysis, Investment Banking, Investment Strategies, Mergers, Options, Portfolio Management, Private Banking, Private Equity, Risk Management, Valuation, Wealth Management
Education
Colorado Technical University
Bachelors, Finance - Economics
Housatonic River Outfitters May 1996 - Present
Morgan Stanley Smith Barney September 2010 - September 2014
Fairfield Fly Shop May 1994 - May 1996
Kidder Peabody & Co., Inc. May 1990 - July 1994
Skills
Hedge Funds, Investments, Fixed Income, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Derivatives, Due Diligence, Equities, Financial Analysis, Investment Banking, Investment Strategies, Mergers, Options, Portfolio Management, Private Banking, Private Equity, Risk Management, Valuation, Wealth Management
Education
Colorado Technical University
Bachelors, Finance - Economics
Matthew Snyder, CFP®'s Morgan Stanley Smith Barney Experience May 2006 - December 2011
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER (TM) Practitioner at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2012 - Present
Morgan Stanley Smith Barney May 2006 - December 2011
Education
Colorado State University 1998 — 2000
Bachelor of Science, Finance
Ameriprise Financial Services, Inc. May 2012 - Present
Morgan Stanley Smith Barney May 2006 - December 2011
Education
Colorado State University 1998 — 2000
Bachelor of Science, Finance
Harry Walters's Morgan Stanley Smith Barney Experience June 2009 - January 2014
Job Managing Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Smith Barney June 2009 - January 2014
Citigroup Global Markets Inc. December 2001 - May 2009
Salomon Smith Barney 1997 - December 2001
Smith Barney 1993 - 1997
Shearson Lehman 1989 - 1993
townley and updike 1983 - 1989
Fordham College 1976 - 1980
Skills
Securities, AML, Securities Regulation, Series 24, FINRA, Hedge Funds, Private Equity, Mergers & Acquisitions, Corporate Law, Series 7, Litigation, Corporate Governance, Capital Markets, Financial Services, Equities
Education
Columbia University School of Law 1980 — 1983
JD, Law
Fordham University 1976 — 1980
BA, Philosophy & Communications
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Smith Barney June 2009 - January 2014
Citigroup Global Markets Inc. December 2001 - May 2009
Salomon Smith Barney 1997 - December 2001
Smith Barney 1993 - 1997
Shearson Lehman 1989 - 1993
townley and updike 1983 - 1989
Fordham College 1976 - 1980
Skills
Securities, AML, Securities Regulation, Series 24, FINRA, Hedge Funds, Private Equity, Mergers & Acquisitions, Corporate Law, Series 7, Litigation, Corporate Governance, Capital Markets, Financial Services, Equities
Education
Columbia University School of Law 1980 — 1983
JD, Law
Fordham University 1976 — 1980
BA, Philosophy & Communications
Wayne Ko's Morgan Stanley Smith Barney Experience 1999 - 2004
Job Sales Representative at Covidien
Industry Pharmaceuticals
Experience
Covidien April 2010 - Present
Novartis March 2009 - July 2010
Schering Plough August 2006 - November 2008
Abbott Laboratories August 2003 - August 2006
Morgan Stanley Smith Barney 1999 - 2004
Education
Columbia Engineering 1999 — 2003
BS, Industrial Engineering
Covidien April 2010 - Present
Novartis March 2009 - July 2010
Schering Plough August 2006 - November 2008
Abbott Laboratories August 2003 - August 2006
Morgan Stanley Smith Barney 1999 - 2004
Education
Columbia Engineering 1999 — 2003
BS, Industrial Engineering
Thomas Gordon, CPA, CGMA's Morgan Stanley Smith Barney Experience 2009 - 2010
Job Consultant at DTCC
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation 2013 - Present
Citi 2010 - 2013
Morgan Stanley Smith Barney 2009 - 2010
Citi 2000 - 2009
The Economist 1999 - 2000
Ernst & Young 1998 - 1999
Skills
Capital Markets, Financial Analysis, Financial Modeling, Strategic Financial..., Management Consulting, Equities, Managerial Finance, Accounting, Financial Accounting, Planning Budgeting &..., Process Improvement, Management, Balance Sheet, Expense Management, Expense Allocation, Project Management, Integration, Internal Controls, Revenue Analysis, Outsourcing, Coaching, Mentoring, Global Management
Education
Saint Peter's University
B.S., Accountancy
Cornell University
Certificate - Management Reporting Systems & Strategies
The Depository Trust & Clearing Corporation 2013 - Present
Citi 2010 - 2013
Morgan Stanley Smith Barney 2009 - 2010
Citi 2000 - 2009
The Economist 1999 - 2000
Ernst & Young 1998 - 1999
Skills
Capital Markets, Financial Analysis, Financial Modeling, Strategic Financial..., Management Consulting, Equities, Managerial Finance, Accounting, Financial Accounting, Planning Budgeting &..., Process Improvement, Management, Balance Sheet, Expense Management, Expense Allocation, Project Management, Integration, Internal Controls, Revenue Analysis, Outsourcing, Coaching, Mentoring, Global Management
Education
Saint Peter's University
B.S., Accountancy
Cornell University
Certificate - Management Reporting Systems & Strategies
Adam Bierman's Morgan Stanley Smith Barney Experience April 1997 - Present
Job Technical Specialist at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney April 1997 - Present
Skills
SDLC, PL/SQL, Shell Scripting, ETL, Requirements Analysis, Software Development, Data Modeling, Data Warehousing, Unix, SQL, DB2, Enterprise Architecture, Sun Certified Java..., Integration, Solution Architecture, SAS, SOA, Requirements Gathering, Teradata, Business Analysis, Software Project..., Business Intelligence, Agile Methodologies, IT Strategy, Business Objects, Business Requirements, SAS Programming
Education
Columbia University in the City of New York 2000 — 2003
Certificate, Computer Technology and Applications Program: C++ / Java Programming and Software Development
New York University - Polytechnic School of Engineering 1995 — 1999
MS, Computer Science
Cornell University 1973 — 1977
BA, Neurobiology, English Literature
Morgan Stanley Smith Barney April 1997 - Present
Skills
SDLC, PL/SQL, Shell Scripting, ETL, Requirements Analysis, Software Development, Data Modeling, Data Warehousing, Unix, SQL, DB2, Enterprise Architecture, Sun Certified Java..., Integration, Solution Architecture, SAS, SOA, Requirements Gathering, Teradata, Business Analysis, Software Project..., Business Intelligence, Agile Methodologies, IT Strategy, Business Objects, Business Requirements, SAS Programming
Education
Columbia University in the City of New York 2000 — 2003
Certificate, Computer Technology and Applications Program: C++ / Java Programming and Software Development
New York University - Polytechnic School of Engineering 1995 — 1999
MS, Computer Science
Cornell University 1973 — 1977
BA, Neurobiology, English Literature
Alex Medvedev's Morgan Stanley Smith Barney Experience August 2010 - January 2013
Job Bank of America
Industry Financial Services
Experience
Bank of America February 2013 - Present
Morgan Stanley Smith Barney August 2010 - January 2013
UBS May 2009 - August 2010
Morgan Stanley November 2006 - 2009
Morgan Stanley 2000 - 2006
Salomon Smith Barney 1999 - 2000
Skills
Trading Systems, Firewalls, Electronic Trading, Equity Derivatives, Equities, Information Security, Derivatives, Equity Trading, Options, Load Balancing, Unix, Shell Scripting, Perl, Network Security, Integration, Technical Analysis, Data Center, IT Strategy, Infrastructure
Education
Columbia University in the City of New York 1992 — 1995
M.A., HIgh Energy Particle Physics
National Research Nuclear University (former Moscow Engineering Physics Institute) 1976 — 1982
MS, Experimental Nuclear Physics
444
444
444
444
Bank of America February 2013 - Present
Morgan Stanley Smith Barney August 2010 - January 2013
UBS May 2009 - August 2010
Morgan Stanley November 2006 - 2009
Morgan Stanley 2000 - 2006
Salomon Smith Barney 1999 - 2000
Skills
Trading Systems, Firewalls, Electronic Trading, Equity Derivatives, Equities, Information Security, Derivatives, Equity Trading, Options, Load Balancing, Unix, Shell Scripting, Perl, Network Security, Integration, Technical Analysis, Data Center, IT Strategy, Infrastructure
Education
Columbia University in the City of New York 1992 — 1995
M.A., HIgh Energy Particle Physics
National Research Nuclear University (former Moscow Engineering Physics Institute) 1976 — 1982
MS, Experimental Nuclear Physics
444
444
444
444
Anthony Cinelli's Morgan Stanley Smith Barney Experience 2007 - 2010
Job Sr. Manager Inside Sales MidMarket Central Division at EMC
Industry Information Technology and Services
Experience
EMC April 2013 - Present
EMC September 2012 - March 2013
EMC 2010 - September 2012
Morgan Stanley Smith Barney 2007 - 2010
Magellan Distribution Corp 2006 - 2007
Skills
Salesforce.com, SaaS, Competitive Analysis, Solution Selling, Enterprise Software, Account Management, Cloud Computing
Education
College of the Holy Cross 2002 — 2006
B.A., Economics
Chaminade High School 1998 — 2002
EMC April 2013 - Present
EMC September 2012 - March 2013
EMC 2010 - September 2012
Morgan Stanley Smith Barney 2007 - 2010
Magellan Distribution Corp 2006 - 2007
Skills
Salesforce.com, SaaS, Competitive Analysis, Solution Selling, Enterprise Software, Account Management, Cloud Computing
Education
College of the Holy Cross 2002 — 2006
B.A., Economics
Chaminade High School 1998 — 2002
Nick Yerkovich's Morgan Stanley Smith Barney Experience August 2010 - August 2011
Job MBA Candidate at University of Washington, Michael G. Foster School of Business
Industry Financial Services
Experience
University of Washington, Michael G. Foster School of Business September 2015 - Present
Morgan Stanley September 2011 - August 2015
Morgan Stanley Smith Barney August 2010 - August 2011
Unitus Community Credit Union June 2009 - August 2010
Unitus Community Credit Union June 2005 - June 2009
Skills
Institutional Sales, Private Banking, Wealth Management, Brokerage, Corporate Finance
Education
University of Washington, Michael G. Foster School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Oregon 2004 — 2008
Business Administration, Finance
Copenhagen Business School 2007 — 2007
Study Abroad, International Business
University of Washington, Michael G. Foster School of Business September 2015 - Present
Morgan Stanley September 2011 - August 2015
Morgan Stanley Smith Barney August 2010 - August 2011
Unitus Community Credit Union June 2009 - August 2010
Unitus Community Credit Union June 2005 - June 2009
Skills
Institutional Sales, Private Banking, Wealth Management, Brokerage, Corporate Finance
Education
University of Washington, Michael G. Foster School of Business 2015 — 2017
Master of Business Administration (MBA)
University of Oregon 2004 — 2008
Business Administration, Finance
Copenhagen Business School 2007 — 2007
Study Abroad, International Business
Lara Kansa's Morgan Stanley Smith Barney Experience June 2011 - February 2014
Job Registered Support Assistant at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2014 - Present
Morgan Stanley Smith Barney June 2011 - February 2014
T Rowe Price October 2007 - May 2011
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Series 6, Investments
Education
University of Colorado Boulder 2002 — 2005
BA, Psychology and Communication
Colorado Mountain College 2000 — 2002
Ameriprise Financial Services, Inc. March 2014 - Present
Morgan Stanley Smith Barney June 2011 - February 2014
T Rowe Price October 2007 - May 2011
Skills
Series 7, Series 63, Mutual Funds, Retirement Planning, Retirement, Wealth Management, Series 6, Investments
Education
University of Colorado Boulder 2002 — 2005
BA, Psychology and Communication
Colorado Mountain College 2000 — 2002
Dana Sperling's Morgan Stanley Smith Barney Experience 2007 - March 2011
Job Project Manager, Organizational Development at Citi
Industry Financial Services
Experience
Citi June 2011 - Present
Morgan Stanley Smith Barney 2007 - March 2011
Citi Private Bank 2004 - 2007
UBS Financial Services 2003 - 2004
UBS Financial Services 2002 - 2003
UBS Financial Services 1999 - 2002
Skills
Performance Management, Talent Management, Human Resources, Onboarding, Personnel Management
Education
Columbia University in the City of New York 1997 — 1999
MS, Social Work
Rutgers University-New Brunswick 1993 — 1997
BA, Psychology/Sociology
Citi June 2011 - Present
Morgan Stanley Smith Barney 2007 - March 2011
Citi Private Bank 2004 - 2007
UBS Financial Services 2003 - 2004
UBS Financial Services 2002 - 2003
UBS Financial Services 1999 - 2002
Skills
Performance Management, Talent Management, Human Resources, Onboarding, Personnel Management
Education
Columbia University in the City of New York 1997 — 1999
MS, Social Work
Rutgers University-New Brunswick 1993 — 1997
BA, Psychology/Sociology
Jennanne Cage Dougherty, J.D.'s Morgan Stanley Smith Barney Experience May 2007 - May 2009
Job Legal and Financial Professional ~ Series 24, Series 53, Series 7, Series 66
Industry Financial Services
Experience
New York Life Insurance Company March 2012 - Present
New York Life Insurance Company November 2010 - March 2012
E*TRADE Financial October 2009 - June 2011
Morgan Stanley Smith Barney May 2007 - May 2009
Skills
Estate Planning, Financial Services, Legal Compliance, Standards Compliance, Operations Management, Life & Health Insurance..., Securities License, General Securities...
Education
West Virginia University College of Law 2005 — 2007
JD, Law
Colorado State University 2000 — 2003
Bachelors of Science, Business - Major ~ Political Science - Minor
New York Life Insurance Company March 2012 - Present
New York Life Insurance Company November 2010 - March 2012
E*TRADE Financial October 2009 - June 2011
Morgan Stanley Smith Barney May 2007 - May 2009
Skills
Estate Planning, Financial Services, Legal Compliance, Standards Compliance, Operations Management, Life & Health Insurance..., Securities License, General Securities...
Education
West Virginia University College of Law 2005 — 2007
JD, Law
Colorado State University 2000 — 2003
Bachelors of Science, Business - Major ~ Political Science - Minor
Barry Schwartz's Morgan Stanley Smith Barney Experience June 2009 - August 2010
Job Director at PwC, Financial Services
Industry Information Technology and Services
Experience
PwC March 2015 - Present
JPMorgan Chase August 2010 - March 2014
Morgan Stanley Smith Barney June 2009 - August 2010
Smith Barney September 2007 - May 2009
Smith Barney June 2005 - August 2007
Vitech January 2001 - May 2005
Accenture December 1996 - November 2000
Skills
Business Analysis, Financial Services, SDLC, IT Strategy, Management, CRM, Project Management, Vendor Management, Wealth Management, Product Management, Integration, Consulting, Program Management, Business Process, Software Project..., Data Analysis, Data Migration, Reporting & Analysis
Education
Cornell University 1992 — 1996
BS, Applied Economics
PwC March 2015 - Present
JPMorgan Chase August 2010 - March 2014
Morgan Stanley Smith Barney June 2009 - August 2010
Smith Barney September 2007 - May 2009
Smith Barney June 2005 - August 2007
Vitech January 2001 - May 2005
Accenture December 1996 - November 2000
Skills
Business Analysis, Financial Services, SDLC, IT Strategy, Management, CRM, Project Management, Vendor Management, Wealth Management, Product Management, Integration, Consulting, Program Management, Business Process, Software Project..., Data Analysis, Data Migration, Reporting & Analysis
Education
Cornell University 1992 — 1996
BS, Applied Economics
Lance Hutchins, CRPC, CPM's Morgan Stanley Smith Barney Experience April 1997 - February 2015
Job Senior Vice President Wealth Management, UBS Financial
Industry Financial Services
Experience
The Gulf Coast Group at UBS Finacial Services February 2015 - Present
Morgan Stanley Smith Barney April 1997 - February 2015
Bank United February 1994 - April 1997
Transamerica Funds 1991 - 1993
Education
Columbia University in the City of New York
ACPM, Certified Portfolio Management
Texas State University-San Marcos
BBA, Finance and Economics
University of Phoenix
MBA
The Gulf Coast Group at UBS Finacial Services February 2015 - Present
Morgan Stanley Smith Barney April 1997 - February 2015
Bank United February 1994 - April 1997
Transamerica Funds 1991 - 1993
Education
Columbia University in the City of New York
ACPM, Certified Portfolio Management
Texas State University-San Marcos
BBA, Finance and Economics
University of Phoenix
MBA
Colleen Cooper's Morgan Stanley Smith Barney Experience 1989 - 1992
Job Experienced Strategic & Brand Marketing Consultant
Industry Marketing and Advertising
Experience
Johnson & Johnson 2003 - 2012
Johnson & Johnson 1994 - 2002
Morgan Stanley Smith Barney 1989 - 1992
Skills
Marketing Strategy, Analytics, Social Media, Strategic Planning, Marketing Communications, Digital Marketing, Marketing, Copywriting, Social Media Marketing, Start-ups, Business Development, Email Marketing
Education
Columbia Business School 1992 — 1994
Master of Business Administration (MBA), Marketing
Hamilton College 1985 — 1989
Bachelor of Arts (B.A.), Economics
Johnson & Johnson 2003 - 2012
Johnson & Johnson 1994 - 2002
Morgan Stanley Smith Barney 1989 - 1992
Skills
Marketing Strategy, Analytics, Social Media, Strategic Planning, Marketing Communications, Digital Marketing, Marketing, Copywriting, Social Media Marketing, Start-ups, Business Development, Email Marketing
Education
Columbia Business School 1992 — 1994
Master of Business Administration (MBA), Marketing
Hamilton College 1985 — 1989
Bachelor of Arts (B.A.), Economics
Edwin Elias's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Academic Advisor at Manchester Academy
Industry Online Media
Experience
Manchester Academy August 2013 - Present
Makemeheal.com May 2012 - May 2013
Chungdahm Learning September 2010 - November 2011
Feerick Lynch McCartney PLLC June 2010 - August 2010
Columbia University Office of Management and Budget February 2009 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Facebook, Social Media, Social Networking, Editing, Blogging, Photoshop, Microsoft Office, Adobe Creative Suite, Public Speaking, Google Analytics, Google Docs, Spanish, Advertising, Research
Education
Columbia University in the City of New York 2006 — 2010
B.A, History
Cleveland High
Manchester Academy August 2013 - Present
Makemeheal.com May 2012 - May 2013
Chungdahm Learning September 2010 - November 2011
Feerick Lynch McCartney PLLC June 2010 - August 2010
Columbia University Office of Management and Budget February 2009 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Facebook, Social Media, Social Networking, Editing, Blogging, Photoshop, Microsoft Office, Adobe Creative Suite, Public Speaking, Google Analytics, Google Docs, Spanish, Advertising, Research
Education
Columbia University in the City of New York 2006 — 2010
B.A, History
Cleveland High
Christopher Tauss's Morgan Stanley Smith Barney Experience 2000 - 2001
Job Senior Associate Tax Tech Practice at KPMG
Industry Financial Services
Experience
KPMG August 2014 - Present
T.D. Securities June 2011 - August 2014
Highbridge Capital Management 2010 - 2010
Frontier Communications 2010 - 2010
Natixis 2006 - 2009
Jefferies & Company 2004 - 2006
Julius Baer 2001 - 2003
Morgan Stanley Smith Barney 2000 - 2001
Deutsche Bank Securities 1999 - 2000
Merrill Lynch 1998 - 1999
Skills
VBA, Equities, Fixed Income, Access, Data Analysis, Bloomberg, SQL, Capital Markets, Investment Banking, Financial Analysis, Finra Series 99..., Equity Derivatives, Trading, Risk Management, Derivatives, Financial Markets
Education
Columbia University in the City of New York
BA - Columbia College
KPMG August 2014 - Present
T.D. Securities June 2011 - August 2014
Highbridge Capital Management 2010 - 2010
Frontier Communications 2010 - 2010
Natixis 2006 - 2009
Jefferies & Company 2004 - 2006
Julius Baer 2001 - 2003
Morgan Stanley Smith Barney 2000 - 2001
Deutsche Bank Securities 1999 - 2000
Merrill Lynch 1998 - 1999
Skills
VBA, Equities, Fixed Income, Access, Data Analysis, Bloomberg, SQL, Capital Markets, Investment Banking, Financial Analysis, Finra Series 99..., Equity Derivatives, Trading, Risk Management, Derivatives, Financial Markets
Education
Columbia University in the City of New York
BA - Columbia College
Erin McNally's Morgan Stanley Smith Barney Experience July 2010 - June 2011
Job Energy Efficiency & Sustainability Consultant
Industry Financial Services
Experience
Luthin Associates February 2013 - Present
Metropolitan Waterfront Alliance January 2012 - June 2013
Columbia University May 2012 - August 2012
Punta Mona Center for Sustainable Living and Education June 2011 - July 2011
Morgan Stanley Smith Barney July 2010 - June 2011
Morgan Stanley June 2009 - August 2009
Taylor Rafferty Investor Relations May 2008 - August 2008
Skills
Sustainable Business, Environmental Policy, Sustainability, Climate Change, Sustainable Development, Renewable Energy, Environmental Awareness, Policy Analysis, Sustainability..., Energy Policy, Energy Efficiency, Corporate Social..., Energy
Education
Columbia University in the City of New York 2011 — 2013
M.S., Sustainability Management
Loyola University Maryland, The Joseph A. Sellinger S.J. School 2006 — 2010
B.B.A., Finance Major, Mathematics Minor
The American University of Paris 2008 — 2008
Semester Abroad
Luthin Associates February 2013 - Present
Metropolitan Waterfront Alliance January 2012 - June 2013
Columbia University May 2012 - August 2012
Punta Mona Center for Sustainable Living and Education June 2011 - July 2011
Morgan Stanley Smith Barney July 2010 - June 2011
Morgan Stanley June 2009 - August 2009
Taylor Rafferty Investor Relations May 2008 - August 2008
Skills
Sustainable Business, Environmental Policy, Sustainability, Climate Change, Sustainable Development, Renewable Energy, Environmental Awareness, Policy Analysis, Sustainability..., Energy Policy, Energy Efficiency, Corporate Social..., Energy
Education
Columbia University in the City of New York 2011 — 2013
M.S., Sustainability Management
Loyola University Maryland, The Joseph A. Sellinger S.J. School 2006 — 2010
B.B.A., Finance Major, Mathematics Minor
The American University of Paris 2008 — 2008
Semester Abroad
Amanda Yip's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Fixed Income Sales at Morgan Stanley
Industry Banking
Experience
Morgan Stanley June 2010 - Present
Cornell University January 2007 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Citi Smith Barney June 2008 - August 2008
Skills
Series 7, Series 63
Education
Cornell University 2007 — 2010
B.S., Hospitality Administration
Rutgers University-New Brunswick 2006 — 2007
Holmdel High School
Morgan Stanley June 2010 - Present
Cornell University January 2007 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Citi Smith Barney June 2008 - August 2008
Skills
Series 7, Series 63
Education
Cornell University 2007 — 2010
B.S., Hospitality Administration
Rutgers University-New Brunswick 2006 — 2007
Holmdel High School
Cara Gregg's Morgan Stanley Smith Barney Experience July 2004 - February 2010
Job Senior Assistant Operations Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2004 - February 2010
T Rowe Price May 1998 - July 2004
Education
Coppin State University 1989 — 1998
BS, Business
Morgan Stanley Smith Barney July 2004 - February 2010
T Rowe Price May 1998 - July 2004
Education
Coppin State University 1989 — 1998
BS, Business
Tanay Tandon's Morgan Stanley Smith Barney Experience February 2012 - December 2012
Job Technology Developer at Goldman Sachs
Industry Computer Software
Experience
NA January 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney February 2012 - December 2012
Columbia University August 2011 - December 2011
Columbia University September 2010 - December 2011
Morgan Stanley June 2011 - August 2011
Columbia University January 2011 - May 2011
IBM Global Services September 2007 - July 2010
IBM Global Business Services September 2007 - June 2009
IBM Global Services January 2007 - May 2007
Skills
Java, Perl, Shell Scripting, Unix, NetBeans, JavaScript, Databases, Linux, Microsoft SQL Server, Oracle, AJAX, PL/SQL
Education
Columbia Engineering 2010 — 2011
Master of Science, System Software
M.S.Ramaiah Institute of Technology 2003 — 2007
Bachelor of Engineering, Information Science and Engineering
Visvesvaraya Technological University 2003 — 2007
Bachelor of Engineering, Information Science & Engineering
Methodist High School
NA January 2014 - Present
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney February 2012 - December 2012
Columbia University August 2011 - December 2011
Columbia University September 2010 - December 2011
Morgan Stanley June 2011 - August 2011
Columbia University January 2011 - May 2011
IBM Global Services September 2007 - July 2010
IBM Global Business Services September 2007 - June 2009
IBM Global Services January 2007 - May 2007
Skills
Java, Perl, Shell Scripting, Unix, NetBeans, JavaScript, Databases, Linux, Microsoft SQL Server, Oracle, AJAX, PL/SQL
Education
Columbia Engineering 2010 — 2011
Master of Science, System Software
M.S.Ramaiah Institute of Technology 2003 — 2007
Bachelor of Engineering, Information Science and Engineering
Visvesvaraya Technological University 2003 — 2007
Bachelor of Engineering, Information Science & Engineering
Methodist High School
Drew Harker's Morgan Stanley Smith Barney Experience June 2008 - December 2009
Job Vice President @ Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Global Wealth Management May 2010 - Present
Morgan Stanley Smith Barney June 2008 - December 2009
Pioneer Financial June 2007 - August 2007
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance, Organization & Management
Bernstein Global Wealth Management May 2010 - Present
Morgan Stanley Smith Barney June 2008 - December 2009
Pioneer Financial June 2007 - August 2007
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
Emory University - Goizueta Business School 2004 — 2008
BBA, Finance, Organization & Management
Craig Eyler CFP®'s Morgan Stanley Smith Barney Experience BuyerMacy's Department StoresJune 1994 - December 2000
Job Vice President Wealth Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney BuyerMacy's Department StoresJune 1994 - December 2000
Skills
Wealth Management..., Wealth Preservation..., Multi-generational..., Income Distribution
Education
Columbia University in the City of New York 1993 — 1996
Bachelor of Arts (BA), Economics
New Trier High School 1989 — 1993
Morgan Stanley Smith Barney BuyerMacy's Department StoresJune 1994 - December 2000
Skills
Wealth Management..., Wealth Preservation..., Multi-generational..., Income Distribution
Education
Columbia University in the City of New York 1993 — 1996
Bachelor of Arts (BA), Economics
New Trier High School 1989 — 1993
Albert Hecht's Morgan Stanley Smith Barney Experience April 2005 - Present
Job Senior Complex Risk Officer
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2005 - Present
JPMorgan Chase April 1999 - April 2005
Skills
Asset Allocation, Financial Risk, Investments, Series 7, Wealth Management, Mutual Funds, Securities, Equities, Alternative Investments, Investment Advisory, Series 63, Portfolio Management, Fixed Income, Asset Management, Investment Management, FINRA
Education
Concord Law School - Kaplan University
Juris Doctor (J.D.)
University of Phoenix
MBA
Western Illinois University
BA
Morgan Stanley Smith Barney April 2005 - Present
JPMorgan Chase April 1999 - April 2005
Skills
Asset Allocation, Financial Risk, Investments, Series 7, Wealth Management, Mutual Funds, Securities, Equities, Alternative Investments, Investment Advisory, Series 63, Portfolio Management, Fixed Income, Asset Management, Investment Management, FINRA
Education
Concord Law School - Kaplan University
Juris Doctor (J.D.)
University of Phoenix
MBA
Western Illinois University
BA
Elizabeth Del Prete's Morgan Stanley Smith Barney Experience June 2007 - April 2011
Job Fitness Instructor at Uptown Pilates
Industry Financial Services
Experience
Uptown Pilates August 2014 - Present
Romana's Pilates March 2014 - September 2014
Fortress Investment Group January 2011 - March 2014
Morgan Stanley Smith Barney June 2007 - April 2011
Random House 2006 - 2006
ABC News 2005 - 2005
Education
College of the Holy Cross 2003 — 2007
BA, English, Anthropology
Uptown Pilates August 2014 - Present
Romana's Pilates March 2014 - September 2014
Fortress Investment Group January 2011 - March 2014
Morgan Stanley Smith Barney June 2007 - April 2011
Random House 2006 - 2006
ABC News 2005 - 2005
Education
College of the Holy Cross 2003 — 2007
BA, English, Anthropology
Sudeep Moniz's Morgan Stanley Smith Barney Experience June 2010 - April 2011
Job Junior Trader at Noble Americas
Industry Financial Services
Experience
Noble Americas May 2011 - Present
Morgan Stanley Smith Barney June 2010 - April 2011
Susquehanna International Group June 2009 - August 2009
ICICI Venture May 2008 - August 2008
Education
Columbia University in the City of New York 2006 — 2010
Bachelor of Science, Operations Research - Engineering Managment Systems, Economics
Li Po Chun United World College 2004 — 2006
IB Diploma
The International School Bangalore 2002 — 2004
IGCSE
Noble Americas May 2011 - Present
Morgan Stanley Smith Barney June 2010 - April 2011
Susquehanna International Group June 2009 - August 2009
ICICI Venture May 2008 - August 2008
Education
Columbia University in the City of New York 2006 — 2010
Bachelor of Science, Operations Research - Engineering Managment Systems, Economics
Li Po Chun United World College 2004 — 2006
IB Diploma
The International School Bangalore 2002 — 2004
IGCSE
Danielle Auld's Morgan Stanley Smith Barney Experience February 2007 - August 2010
Job Investor Relations at Aurelius Capital Management
Industry Financial Services
Experience
Aurelius Capital Management August 2010 - Present
Morgan Stanley Smith Barney February 2007 - August 2010
Citigroup 2004 - 2007
Education
College of the Holy Cross
Aurelius Capital Management August 2010 - Present
Morgan Stanley Smith Barney February 2007 - August 2010
Citigroup 2004 - 2007
Education
College of the Holy Cross
Heather Pankratz's Morgan Stanley Smith Barney Experience January 2011 - July 2012
Job Team Leader & Beauty Consultant with Mary Kay Cosmetics
Industry Cosmetics
Experience
Mary Kay Inc. June 2007 - Present
Morgan Stanley Smith Barney January 2011 - July 2012
Thrivent Financial for Lutherans April 2009 - December 2010
Janiczek & Company, Ltd. January 2003 - March 2007
Merrill Lynch December 1996 - May 2002
Skills
Workshops, Series 7, Skin Care, Cosmetics, Gifts, Financial Services, Fragrance, Glamour, Beauty Industry, Marketing, Customer Service, Direct Sales, Makeovers, Microsoft Office, Sales, Marketing Strategy, Parties, Small Business, Finance, Insurance, Bridal Showers, Event Planning, Retail, Trade Shows, Training, Leadership, Healthcare, Account Management, Team Building, Project Planning, Coaching, Social Networking, Microsoft Excel, Salesforce.com, Recruiting, Inventory Management, Management, Leadership Development, Team Leadership, Public Speaking
Education
Colorado State University 1989 — 1993
BS, Exercise and Sport Science
Mary Kay Inc. June 2007 - Present
Morgan Stanley Smith Barney January 2011 - July 2012
Thrivent Financial for Lutherans April 2009 - December 2010
Janiczek & Company, Ltd. January 2003 - March 2007
Merrill Lynch December 1996 - May 2002
Skills
Workshops, Series 7, Skin Care, Cosmetics, Gifts, Financial Services, Fragrance, Glamour, Beauty Industry, Marketing, Customer Service, Direct Sales, Makeovers, Microsoft Office, Sales, Marketing Strategy, Parties, Small Business, Finance, Insurance, Bridal Showers, Event Planning, Retail, Trade Shows, Training, Leadership, Healthcare, Account Management, Team Building, Project Planning, Coaching, Social Networking, Microsoft Excel, Salesforce.com, Recruiting, Inventory Management, Management, Leadership Development, Team Leadership, Public Speaking
Education
Colorado State University 1989 — 1993
BS, Exercise and Sport Science
Lajean Beckford's Morgan Stanley Smith Barney Experience January 2007 - March 2011
Job Experienced Project Coordinator & Executive Administrator
Industry Oil & Energy
Experience
Kingdom Ministry 2012 - Present
Total Petrochemicals July 2012 - June 2013
Statoil July 2011 - October 2011
Morgan Stanley Smith Barney January 2007 - March 2011
Newsday Media Group June 2006 - January 2007
HSBC January 2006 - June 2006
Home Financial Services June 2004 - October 2005
Citi June 2003 - August 2003
Skills
Project Management, Investments, Finance, Office Management, Analytical Skills, Analysis, Data Analysis, Business Analysis, Financial Analysis, Financial Reporting, Account Reconciliation, Banking, Risk Management, Contract Management, Expense Management, Liasing, Travel Arrangements, Event Planning, Leadership, Human Resources, Training, Management, Employee Relations, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, SharePoint, Spreadsheets, SAP, Web Content, MS Project, PeopleSoft, Lotus Notes
Education
Columbia University in the City of New York 2002 — 2006
Bachelor's degree, Economics
Kingdom Ministry 2012 - Present
Total Petrochemicals July 2012 - June 2013
Statoil July 2011 - October 2011
Morgan Stanley Smith Barney January 2007 - March 2011
Newsday Media Group June 2006 - January 2007
HSBC January 2006 - June 2006
Home Financial Services June 2004 - October 2005
Citi June 2003 - August 2003
Skills
Project Management, Investments, Finance, Office Management, Analytical Skills, Analysis, Data Analysis, Business Analysis, Financial Analysis, Financial Reporting, Account Reconciliation, Banking, Risk Management, Contract Management, Expense Management, Liasing, Travel Arrangements, Event Planning, Leadership, Human Resources, Training, Management, Employee Relations, Microsoft Office, Outlook, Microsoft Word, Microsoft Excel, PowerPoint, SharePoint, Spreadsheets, SAP, Web Content, MS Project, PeopleSoft, Lotus Notes
Education
Columbia University in the City of New York 2002 — 2006
Bachelor's degree, Economics
Hugo Mantilla's Morgan Stanley Smith Barney Experience Senior VicepresidentLehman Brothers Holdings Inc.August 1994 - November 2006
Job executive director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney Senior VicepresidentLehman Brothers Holdings Inc.August 1994 - November 2006
Education
Columbia University - Columbia Business School 2005 — 2007
Masters, Finance
London Business School 2005 — 2006
Graduate, Management
Southern New Hampshire University
Bacelor's, Management
Morgan Stanley Smith Barney Senior VicepresidentLehman Brothers Holdings Inc.August 1994 - November 2006
Education
Columbia University - Columbia Business School 2005 — 2007
Masters, Finance
London Business School 2005 — 2006
Graduate, Management
Southern New Hampshire University
Bacelor's, Management
Ronnie Lapinsky Sax's Morgan Stanley Smith Barney Experience May 1976 - Present
Job Senior Portfolio Manager/1st VP at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 1976 - Present
Skills
Series 7, Wealth Management, Portfolio Management, Asset Allocation, Retirement Planning, Investments, Fixed Income, Mutual Funds, Investment Advisory, Asset Management, Alternative Investments, Equities, Series 63, Strategic Financial..., Securities
Education
Columbia University in the City of New York 2010 — 2010
Certified Portfolio Management CPM Designation
University of Maryland College Park 1972 — 1976
Morgan Stanley Smith Barney May 1976 - Present
Skills
Series 7, Wealth Management, Portfolio Management, Asset Allocation, Retirement Planning, Investments, Fixed Income, Mutual Funds, Investment Advisory, Asset Management, Alternative Investments, Equities, Series 63, Strategic Financial..., Securities
Education
Columbia University in the City of New York 2010 — 2010
Certified Portfolio Management CPM Designation
University of Maryland College Park 1972 — 1976
Brian Keane's Morgan Stanley Smith Barney Experience June 2009 - December 2010
Job Managing Director at Seabrook Partners LLC
Industry Investment Banking
Experience
Seabrook Partners LLC January 2011 - Present
Morgan Stanley Smith Barney June 2009 - December 2010
Citi December 2005 - June 2009
Claris Capital 2002 - 2005
Aether Systems 1999 - 2002
Education
Harvard Business School 1984 — 1986
MBA, Finance
Cornell University 1979 — 1981
AB, Mathematics and History
United States Military Academy at West Point
Seabrook Partners LLC January 2011 - Present
Morgan Stanley Smith Barney June 2009 - December 2010
Citi December 2005 - June 2009
Claris Capital 2002 - 2005
Aether Systems 1999 - 2002
Education
Harvard Business School 1984 — 1986
MBA, Finance
Cornell University 1979 — 1981
AB, Mathematics and History
United States Military Academy at West Point
Gregory Sieghardt's Morgan Stanley Smith Barney Experience January 2011 - April 2012
Job Financial Services Professional
Industry Financial Services
Experience
Neuberger Berman April 2012 - Present
Morgan Stanley Smith Barney January 2011 - April 2012
Morgan Stanley Smith Barney February 2000 - April 2012
Morgan Stanley Smith Barney January 2010 - January 2011
Skills
Series 7, Wealth Management, Series 65, Series 63, Separately Managed..., Financial Advisory, Investment Advisory, Mutual Funds, Asset Allocation, Alternative Investments, ETFs, Series 24, Securities, Hedge Funds, FINRA
Education
College of the Holy Cross 1995 — 1999
BA, Economics & Accounting
Xavier High School 1991 — 1995
Neuberger Berman April 2012 - Present
Morgan Stanley Smith Barney January 2011 - April 2012
Morgan Stanley Smith Barney February 2000 - April 2012
Morgan Stanley Smith Barney January 2010 - January 2011
Skills
Series 7, Wealth Management, Series 65, Series 63, Separately Managed..., Financial Advisory, Investment Advisory, Mutual Funds, Asset Allocation, Alternative Investments, ETFs, Series 24, Securities, Hedge Funds, FINRA
Education
College of the Holy Cross 1995 — 1999
BA, Economics & Accounting
Xavier High School 1991 — 1995
Maggie McGoldrick's Morgan Stanley Smith Barney Experience June 2012 - January 2013
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2013 - Present
Morgan Stanley Smith Barney June 2012 - January 2013
Alignment Financial Group June 2011 - August 2011
Skills
Series 7, Series 63, SQL, Microsoft Excel, Microsoft Access
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (BA), Economics
Cohasset High School 2005 — 2009
Morgan Stanley 2013 - Present
Morgan Stanley Smith Barney June 2012 - January 2013
Alignment Financial Group June 2011 - August 2011
Skills
Series 7, Series 63, SQL, Microsoft Excel, Microsoft Access
Education
College of the Holy Cross 2009 — 2013
Bachelor of Arts (BA), Economics
Cohasset High School 2005 — 2009
Moira Giacalone's Morgan Stanley Smith Barney Experience June 1995 - October 2008
Job
Industry Financial Services
Experience
Merrill Lynch October 2008 - Present
Morgan Stanley Smith Barney June 1995 - October 2008
Education
College of the Holy Cross 1990 — 1994
BA, Psychology
Noble and Greenough 1984 — 1990
Merrill Lynch October 2008 - Present
Morgan Stanley Smith Barney June 1995 - October 2008
Education
College of the Holy Cross 1990 — 1994
BA, Psychology
Noble and Greenough 1984 — 1990
Teresa Kihara's Morgan Stanley Smith Barney Experience January 2008 - June 2014
Job Legal & Compliance Associate
Industry Financial Services
Experience
Chesapeake Employers' Insurance Company November 2014 - Present
Morgan Stanley Smith Barney January 2008 - June 2014
RCM&D July 2004 - December 2007
Hampton Inn Hotel March 2001 - July 2004
Legg Mason Walker, Inc January 2004 - May 2004
APG Federal Credit Union April 2001 - September 2001
Skills
Training, Employee Benefits, Insurance, Human Resources, Management, Microsoft Office, Software Documentation, Customer Service, Risk Management, Insurance Benefit..., FINRA, Broker-Dealer Compliance, Workers' Compensation..., Microsoft Excel, Financial Services
Education
Coppin State University 2001 — 2004
Bachelor of Science, Management Science
University of Central Florida
Paralegal Certificate, Legal Assistant/Paralegal
Kyeni High
Chesapeake Employers' Insurance Company November 2014 - Present
Morgan Stanley Smith Barney January 2008 - June 2014
RCM&D July 2004 - December 2007
Hampton Inn Hotel March 2001 - July 2004
Legg Mason Walker, Inc January 2004 - May 2004
APG Federal Credit Union April 2001 - September 2001
Skills
Training, Employee Benefits, Insurance, Human Resources, Management, Microsoft Office, Software Documentation, Customer Service, Risk Management, Insurance Benefit..., FINRA, Broker-Dealer Compliance, Workers' Compensation..., Microsoft Excel, Financial Services
Education
Coppin State University 2001 — 2004
Bachelor of Science, Management Science
University of Central Florida
Paralegal Certificate, Legal Assistant/Paralegal
Kyeni High
Gregory M. Casey's Morgan Stanley Smith Barney Experience August 2002 - May 2005
Job Internet, IT & Financial Operations Consultant, and Tech Entrepreneur.
Industry Information Technology and Services
Experience
FICS Consulting Group June 1982 - Present
Morgan Stanley Smith Barney August 2002 - May 2005
LPL Financial 2000 - 2000
Skills
Customer Relations, Web Applications, Ubuntu, SQL, Hardware Design, Hardware Support, Hardware Installation, Software Development, Software Training, Software Sales, Software Documentation, Enterprise Architecture, Hands-on Training
Education
Contra Costa College
Oklahoma State University
FICS Consulting Group June 1982 - Present
Morgan Stanley Smith Barney August 2002 - May 2005
LPL Financial 2000 - 2000
Skills
Customer Relations, Web Applications, Ubuntu, SQL, Hardware Design, Hardware Support, Hardware Installation, Software Development, Software Training, Software Sales, Software Documentation, Enterprise Architecture, Hands-on Training
Education
Contra Costa College
Oklahoma State University
Sandra Sheffield's Morgan Stanley Smith Barney Experience 2008 - 2009
Job Investment Management Professional
Industry Investment Management
Experience
Morgan Stanley Smith Barney 2008 - 2009
Ameriprise Financial Services, Inc. March 2007 - October 2008
Skills
Typing, I average 60..., Medical Terminology, Medical Coding, Work well with other...
Education
Columbus Technical College 2010 — 2012
Certificate, Medical Insurance Coding Specialist/Coder
Columbus State University 1974 — 1976
I did not graduate, Mental Health Associate
Morgan Stanley Smith Barney 2008 - 2009
Ameriprise Financial Services, Inc. March 2007 - October 2008
Skills
Typing, I average 60..., Medical Terminology, Medical Coding, Work well with other...
Education
Columbus Technical College 2010 — 2012
Certificate, Medical Insurance Coding Specialist/Coder
Columbus State University 1974 — 1976
I did not graduate, Mental Health Associate
Andrew Gelfand's Morgan Stanley Smith Barney Experience October 2014 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Law Practice
Experience
Morgan Stanley Smith Barney October 2014 - Present
Sullivan & Cromwell LLP October 2007 - October 2014
U.S. Court of Appeals for the Sixth Circuit September 2006 - August 2007
Education
University of Virginia School of Law 2003 — 2006
Doctor of Law (JD)
Cornell University 1998 — 2002
Bachelor of Arts (BA)
Morgan Stanley Smith Barney October 2014 - Present
Sullivan & Cromwell LLP October 2007 - October 2014
U.S. Court of Appeals for the Sixth Circuit September 2006 - August 2007
Education
University of Virginia School of Law 2003 — 2006
Doctor of Law (JD)
Cornell University 1998 — 2002
Bachelor of Arts (BA)
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.