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
Morgan Stanley Smith Barney List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Morgan Stanley Smith Barney. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Morgan Stanley Smith Barney Employees
Employee
Years
Job
Industry
Elena Katz Elena Katz's Morgan Stanley Smith Barney Experience September 2009 - March 2010
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2014 - Present
Elena Katz January 2006 - Present
Nuveen Investments November 2013 - July 2014
Merrill Lynch February 2011 - November 2013
UBS Wealth Management June 2010 - January 2011
Morgan Stanley Smith Barney September 2009 - March 2010
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Closed-end Funds, ETFs, Separately Managed..., Unit Investment Trusts, Sales, Social Media, Cold Calling, Municipal Bonds, Fixed Income
Education
DePaul University 2006 — 2010
Bachelor of Arts (BA), Communication and Media Studies
Loyola Academy
Nuveen Investments August 2014 - Present
Elena Katz January 2006 - Present
Nuveen Investments November 2013 - July 2014
Merrill Lynch February 2011 - November 2013
UBS Wealth Management June 2010 - January 2011
Morgan Stanley Smith Barney September 2009 - March 2010
Skills
Mutual Funds, Asset Allocation, Alternative Investments, Closed-end Funds, ETFs, Separately Managed..., Unit Investment Trusts, Sales, Social Media, Cold Calling, Municipal Bonds, Fixed Income
Education
DePaul University 2006 — 2010
Bachelor of Arts (BA), Communication and Media Studies
Loyola Academy
Brenda Aguirre's Morgan Stanley Smith Barney Experience July 2012 - February 2013
Job Manager, Business Analytics at SPINS
Industry Market Research
Experience
SPINS May 2014 - Present
SPINS March 2013 - May 2014
Morgan Stanley Smith Barney July 2012 - February 2013
Accuity May 2008 - May 2012
Skills
Data Analysis, Access, Market Research, Quantitative Analytics, Business Analysis, Microsoft Excel, Microsoft Office, Competitive Analysis, Financial Analysis, PowerPoint, Research, Product Management, Financial Services, Microsoft Word, Analytics, Salesforce.com, Financial Modeling
Education
DePaul University 2003 — 2007
Bachelor's, Economics
Universidad Complutense de Madrid 2006 — 2006
Spanish
SPINS May 2014 - Present
SPINS March 2013 - May 2014
Morgan Stanley Smith Barney July 2012 - February 2013
Accuity May 2008 - May 2012
Skills
Data Analysis, Access, Market Research, Quantitative Analytics, Business Analysis, Microsoft Excel, Microsoft Office, Competitive Analysis, Financial Analysis, PowerPoint, Research, Product Management, Financial Services, Microsoft Word, Analytics, Salesforce.com, Financial Modeling
Education
DePaul University 2003 — 2007
Bachelor's, Economics
Universidad Complutense de Madrid 2006 — 2006
Spanish
Nihar Suthar Nihar Suthar's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Founder at Hype Up Your Day, Inc.
Industry
Experience
Hype Up Your Day, Inc. August 2012 - Present
GE June 2015 - August 2015
Geekatoo June 2014 - September 2014
Honest Buildings May 2013 - August 2013
Akshardham December 2012 - January 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Skills
Social Media, Strategic Planning, Entrepreneurship, Public Speaking, Marketing Strategy, Social Media Marketing, Start-ups, Online Advertising, Business Strategy, Marketing, New Business Development, Business Development, Public Relations, Product Development, Project Management, Microsoft Excel, Microsoft Office, PowerPoint
Education
Cornell University 2013 — 2016
Bachelor of Science (B.S.), Applied Economics and Management
New York University 2012 — 2013
Hype Up Your Day, Inc. August 2012 - Present
GE June 2015 - August 2015
Geekatoo June 2014 - September 2014
Honest Buildings May 2013 - August 2013
Akshardham December 2012 - January 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Skills
Social Media, Strategic Planning, Entrepreneurship, Public Speaking, Marketing Strategy, Social Media Marketing, Start-ups, Online Advertising, Business Strategy, Marketing, New Business Development, Business Development, Public Relations, Product Development, Project Management, Microsoft Excel, Microsoft Office, PowerPoint
Education
Cornell University 2013 — 2016
Bachelor of Science (B.S.), Applied Economics and Management
New York University 2012 — 2013
Breanne Elliott Breanne Elliott's Morgan Stanley Smith Barney Experience May 2011 - May 2012
Job Corporate Auditor at Union Pacific Railroad
Industry Higher Education
Experience
Union Pacific Railroad April 2015 - Present
Union Pacific Railroad May 2012 - June 2015
Morgan Stanley Smith Barney May 2011 - May 2012
The Children's Hospital May 2008 - February 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Microsoft Word, Research, Access, Financial Analysis, Outlook, Customer Service, Social Media, SQL, Microsoft SQL Server, Lotus Notes, Epic Systems
Education
Creighton University 2008 — 2012
Bachelor in Business Adminstration, Finance
Union Pacific Railroad April 2015 - Present
Union Pacific Railroad May 2012 - June 2015
Morgan Stanley Smith Barney May 2011 - May 2012
The Children's Hospital May 2008 - February 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Data Analysis, Microsoft Word, Research, Access, Financial Analysis, Outlook, Customer Service, Social Media, SQL, Microsoft SQL Server, Lotus Notes, Epic Systems
Education
Creighton University 2008 — 2012
Bachelor in Business Adminstration, Finance
Elizabeth Despain Elizabeth Despain's Morgan Stanley Smith Barney Experience July 2011 - February 2014
Job Consulting Group Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2014 - Present
Morgan Stanley Smith Barney July 2011 - February 2014
DePaul University July 2010 - June 2011
The Insurance People & eWomenNetwork 2011 - 2011
Richard Flagel Realty June 2004 - August 2009
Skills
Series 7, Series 66, Stata, Wealthbench, Morningstar, ACT!, Microsoft Applications, Finance
Education
DePaul University 2010 — 2011
Bachelor of Science (BS) Cum Laude, Commerce (Currently offered as BS in Business)
Sinclair Community College 2007 — 2009
Associates of Science, Business Administration
Morgan Stanley Wealth Management February 2014 - Present
Morgan Stanley Smith Barney July 2011 - February 2014
DePaul University July 2010 - June 2011
The Insurance People & eWomenNetwork 2011 - 2011
Richard Flagel Realty June 2004 - August 2009
Skills
Series 7, Series 66, Stata, Wealthbench, Morningstar, ACT!, Microsoft Applications, Finance
Education
DePaul University 2010 — 2011
Bachelor of Science (BS) Cum Laude, Commerce (Currently offered as BS in Business)
Sinclair Community College 2007 — 2009
Associates of Science, Business Administration
John Burfisher John Burfisher's Morgan Stanley Smith Barney Experience October 2011 - May 2012
Job News Producer at CBS Minnesota
Industry Broadcast Media
Experience
WCCO-TV May 2015 - Present
Waterman Broadcasting July 2013 - April 2015
Medill News Service September 2012 - June 2013
Morgan Stanley Smith Barney October 2011 - May 2012
Uncle Dans Camping and Travel July 2010 - August 2011
WFLD-TV FOX CHICAGO 2010 - 2010
Skills
Customer Service, Social Media, Press Releases, Journalism
Education
Northwestern University- Medill School of Journalism 2012 — 2013
Master of Science Journalism (MSJ), Broadcast and business reporting
DePaul University 2008 — 2010
BA, Media and Cinema Studies
University of Redlands 2006 — 2008
WCCO-TV May 2015 - Present
Waterman Broadcasting July 2013 - April 2015
Medill News Service September 2012 - June 2013
Morgan Stanley Smith Barney October 2011 - May 2012
Uncle Dans Camping and Travel July 2010 - August 2011
WFLD-TV FOX CHICAGO 2010 - 2010
Skills
Customer Service, Social Media, Press Releases, Journalism
Education
Northwestern University- Medill School of Journalism 2012 — 2013
Master of Science Journalism (MSJ), Broadcast and business reporting
DePaul University 2008 — 2010
BA, Media and Cinema Studies
University of Redlands 2006 — 2008
Sandra Gilpatrick Sandra Gilpatrick's Morgan Stanley Smith Barney Experience January 1996 - December 2012
Job CERTIFIED FINANCIAL PLANNER (TM), Wealth Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial December 2012 - Present
Morgan Stanley Smith Barney January 1996 - December 2012
Education
Wheaton College (MA) 1991 — 1995
BA, Economics
Dartmouth College 1993 — 1994
12 College Exchange program
LPL Financial December 2012 - Present
Morgan Stanley Smith Barney January 1996 - December 2012
Education
Wheaton College (MA) 1991 — 1995
BA, Economics
Dartmouth College 1993 — 1994
12 College Exchange program
Tarek El-Sadek Tarek El-Sadek's Morgan Stanley Smith Barney Experience June 2011 - May 2014
Job Sr. Web Analytics Consultant at Bayer
Industry Pharmaceuticals
Experience
Bayer July 2014 - Present
iOne Solutions, LLC July 2009 - Present
Ameritas April 2014 - June 2014
Morgan Stanley Smith Barney June 2011 - May 2014
Motorola May 2011 - July 2011
Bank of America November 2009 - May 2011
Patient Marketing Group June 2010 - August 2010
Miele May 2009 - June 2010
Ernst & Young October 2008 - April 2009
Miele August 2007 - March 2009
Skills
Google Analytics, E-commerce, Omniture, WebTrends Analytics, E-Learning, OAS, Web Analytics, Analytics, SEO, SEM, Project Management, Online Advertising, Project Planning, IT Strategy, Management, Analysis, Enterprise Software, Google Adwords, CRM
Education
Stevens Institute of Technology 2004 — 2007
MS, Project Management
Stevens Institute of Technology 2002 — 2004
MS, Telecommunications Management
Damascus University 1993 — 1999
BE, Electrical Engineering
Bayer July 2014 - Present
iOne Solutions, LLC July 2009 - Present
Ameritas April 2014 - June 2014
Morgan Stanley Smith Barney June 2011 - May 2014
Motorola May 2011 - July 2011
Bank of America November 2009 - May 2011
Patient Marketing Group June 2010 - August 2010
Miele May 2009 - June 2010
Ernst & Young October 2008 - April 2009
Miele August 2007 - March 2009
Skills
Google Analytics, E-commerce, Omniture, WebTrends Analytics, E-Learning, OAS, Web Analytics, Analytics, SEO, SEM, Project Management, Online Advertising, Project Planning, IT Strategy, Management, Analysis, Enterprise Software, Google Adwords, CRM
Education
Stevens Institute of Technology 2004 — 2007
MS, Project Management
Stevens Institute of Technology 2002 — 2004
MS, Telecommunications Management
Damascus University 1993 — 1999
BE, Electrical Engineering
Guan (Will) Li's Morgan Stanley Smith Barney Experience January 2011 - June 2011
Job Home Health Account Executive
Industry Hospital & Health Care
Experience
Asian American Home Health by Gentiva January 2014 - May 2015
JPMorgan Chase August 2013 - January 2014
Bank of America October 2012 - July 2013
Gold Silver Island Inc. December 2010 - May 2012
Morgan Stanley Smith Barney January 2011 - June 2011
In-Home Supportive Services November 2008 - December 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Mandarin, Cantonese, Basketball, Fitness Training, Finance, Portfolio Management, Accounting, Microsoft Office
Education
De Anza College
Non-Degree Program
University of California, Davis
Bachelor of Science (B.S.), Managerial Economics
Asian American Home Health by Gentiva January 2014 - May 2015
JPMorgan Chase August 2013 - January 2014
Bank of America October 2012 - July 2013
Gold Silver Island Inc. December 2010 - May 2012
Morgan Stanley Smith Barney January 2011 - June 2011
In-Home Supportive Services November 2008 - December 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Mandarin, Cantonese, Basketball, Fitness Training, Finance, Portfolio Management, Accounting, Microsoft Office
Education
De Anza College
Non-Degree Program
University of California, Davis
Bachelor of Science (B.S.), Managerial Economics
Jean Reese's Morgan Stanley Smith Barney Experience February 2005 - January 2008
Job Math & Reading Interventionist/TA at Community Unit School District 308
Industry Primary/Secondary Education
Experience
Community Unit School District 308 August 2014 - Present
Jean Reese July 2011 - May 2013
Our Lady of Good Counsel 2008 - 2011
Morgan Stanley Smith Barney February 2005 - January 2008
Arthur Andersen llp 1997 - 2002
Skills
Online Marketing, Marketing Communications, Digital Marketing, Email Marketing, Integrated Marketing, Strategic Planning, Online Communications, Marketing, Copywriting, Content Management, Writing, Content Strategy, Web Content Management, Elementary Education, Classroom Instruction, Classroom Management, Assistant Teaching, Interventions
Education
DePaul University 1997 — 1999
Multicultural Communications
Northern Illinois University 1988 — 1992
Bachelor of Arts (BA), Journalism
Community Unit School District 308 August 2014 - Present
Jean Reese July 2011 - May 2013
Our Lady of Good Counsel 2008 - 2011
Morgan Stanley Smith Barney February 2005 - January 2008
Arthur Andersen llp 1997 - 2002
Skills
Online Marketing, Marketing Communications, Digital Marketing, Email Marketing, Integrated Marketing, Strategic Planning, Online Communications, Marketing, Copywriting, Content Management, Writing, Content Strategy, Web Content Management, Elementary Education, Classroom Instruction, Classroom Management, Assistant Teaching, Interventions
Education
DePaul University 1997 — 1999
Multicultural Communications
Northern Illinois University 1988 — 1992
Bachelor of Arts (BA), Journalism
Ela Danowska Ela Danowska's Morgan Stanley Smith Barney Experience June 2010 - December 2010
Job Owner at Gallery of Hair
Industry Consumer Services
Experience
Gallery of Hair March 2013 - Present
PNC August 2011 - March 2013
Gallery of Hair May 2008 - August 2011
Morgan Stanley Smith Barney June 2010 - December 2010
Gallery of Hair August 2005 - May 2008
Skills
Management, Retail, Banking, Customer Service, Leadership, Sales, Small Business, Women Owned Business, Credit, Growth Strategies, Cash Flow, Building Relationships, Marketing, Finance, Loans, Treasury Management, Commercial Banking, Small Business Lending, Credit Analysis, Commercial Lending, Merchant Services, Training, Wealth Management, Customer Retention, Business Relationship..., Lines Of Credit, Relationship Management
Education
DePaul University 2007 — 2011
B.S., Finance, Marketing (Sales Leadership Concentration)
Lane Tech
Gallery of Hair March 2013 - Present
PNC August 2011 - March 2013
Gallery of Hair May 2008 - August 2011
Morgan Stanley Smith Barney June 2010 - December 2010
Gallery of Hair August 2005 - May 2008
Skills
Management, Retail, Banking, Customer Service, Leadership, Sales, Small Business, Women Owned Business, Credit, Growth Strategies, Cash Flow, Building Relationships, Marketing, Finance, Loans, Treasury Management, Commercial Banking, Small Business Lending, Credit Analysis, Commercial Lending, Merchant Services, Training, Wealth Management, Customer Retention, Business Relationship..., Lines Of Credit, Relationship Management
Education
DePaul University 2007 — 2011
B.S., Finance, Marketing (Sales Leadership Concentration)
Lane Tech
Katherine Bosch Katherine Bosch's Morgan Stanley Smith Barney Experience June 2008 - February 2010
Job University Programs Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP August 2014 - Present
Robert H. Smith School of Business, University of Maryland January 2015 - Present
Grant Thornton LLP March 2011 - January 2015
Morgan Stanley February 2010 - February 2011
Morgan Stanley Smith Barney June 2008 - February 2010
Morgan Stanley Smith Barney January 2009 - December 2009
Bear Stearns 2007 - 2007
Skills
Recruiting, Employee Relations, Human Resources, Applicant Tracking..., College Recruiting, Social Media, Training, Personnel Management, Leadership, Management
Education
Cornell University 2004 — 2008
BS, Industrial and Labor Relations
Grant Thornton LLP August 2014 - Present
Robert H. Smith School of Business, University of Maryland January 2015 - Present
Grant Thornton LLP March 2011 - January 2015
Morgan Stanley February 2010 - February 2011
Morgan Stanley Smith Barney June 2008 - February 2010
Morgan Stanley Smith Barney January 2009 - December 2009
Bear Stearns 2007 - 2007
Skills
Recruiting, Employee Relations, Human Resources, Applicant Tracking..., College Recruiting, Social Media, Training, Personnel Management, Leadership, Management
Education
Cornell University 2004 — 2008
BS, Industrial and Labor Relations
Tyra M. Lopez, CAIA Tyra M. Lopez, CAIA's Morgan Stanley Smith Barney Experience May 2010 - September 2012
Job
Industry Investment Management
Experience
Genworth Financial June 2013 - Present
Morgan Stanley Smith Barney May 2010 - September 2012
Keefe, Bruyette & Woods January 2010 - May 2010
Moore Capital Management November 2006 - November 2008
Banc of America Securities December 2003 - January 2006
Dealogic October 2001 - December 2003
Skills
CRM, Equities, Fixed Income, Portfolio Management, Asset Management, Investment Banking, Trading Systems, Financial Services, Risk Management, Capital Markets, Derivatives, Investments, Securities, Hedge Funds, Trading
Education
DePaul University 1995 — 1999
Bachelor
Genworth Financial June 2013 - Present
Morgan Stanley Smith Barney May 2010 - September 2012
Keefe, Bruyette & Woods January 2010 - May 2010
Moore Capital Management November 2006 - November 2008
Banc of America Securities December 2003 - January 2006
Dealogic October 2001 - December 2003
Skills
CRM, Equities, Fixed Income, Portfolio Management, Asset Management, Investment Banking, Trading Systems, Financial Services, Risk Management, Capital Markets, Derivatives, Investments, Securities, Hedge Funds, Trading
Education
DePaul University 1995 — 1999
Bachelor
Kimberly Shields Watkins's Morgan Stanley Smith Barney Experience October 2006 - January 2009
Job Integration Consultant
Industry Financial Services
Experience
J. Kelly & Associates February 2009 - Present
Morgan Stanley Smith Barney October 2006 - January 2009
Skills
Series 7, Strategic Planning, Strategy, Management
Education
Cornell University 2012 — 2013
Project Management
St. Ambrose University 1997 — 2001
B.A., Education
Alleman
J. Kelly & Associates February 2009 - Present
Morgan Stanley Smith Barney October 2006 - January 2009
Skills
Series 7, Strategic Planning, Strategy, Management
Education
Cornell University 2012 — 2013
Project Management
St. Ambrose University 1997 — 2001
B.A., Education
Alleman
Jacquelyn Faranso's Morgan Stanley Smith Barney Experience January 2010 - June 2010
Job Broker at Sperry Van Ness
Industry Commercial Real Estate
Experience
Sperry Van Ness February 2014 - Present
Tenant Advisory Group, LLC 2012 - February 2014
Omni Investment & Development Group 2007 - 2012
Morgan Stanley Smith Barney January 2010 - June 2010
Skills
Real Estate, Business Development, Due Diligence, Valuation, Lease Negotiations, Strategy, Brokerage, Entrepreneurship, Disposition, Real Estate Transactions, Commercial Real Estate, Investments, Finance, Customer Service, Real Estate Economics, Market Analysis, Leases, Negotiation, Property Management, CRM, Investment Properties, Contract Negotiation, Strategic Planning, Corporate Real Estate
Education
Chicago Association of Realtors
Broker Pre-License Course, Certified Negotiation Expert, Real Estate
Michigan Realtors
Certification, Real Estate
DePaul University
BS, Finance
Sperry Van Ness February 2014 - Present
Tenant Advisory Group, LLC 2012 - February 2014
Omni Investment & Development Group 2007 - 2012
Morgan Stanley Smith Barney January 2010 - June 2010
Skills
Real Estate, Business Development, Due Diligence, Valuation, Lease Negotiations, Strategy, Brokerage, Entrepreneurship, Disposition, Real Estate Transactions, Commercial Real Estate, Investments, Finance, Customer Service, Real Estate Economics, Market Analysis, Leases, Negotiation, Property Management, CRM, Investment Properties, Contract Negotiation, Strategic Planning, Corporate Real Estate
Education
Chicago Association of Realtors
Broker Pre-License Course, Certified Negotiation Expert, Real Estate
Michigan Realtors
Certification, Real Estate
DePaul University
BS, Finance
Alexander Assaf, CFS®'s Morgan Stanley Smith Barney Experience November 2010 - March 2011
Job Regional Business Consultant (External Wholesaler)
Industry Financial Services
Experience
James Alpha Management September 2015 - Present
Curian Capital March 2014 - September 2015
Curian Capital July 2012 - March 2014
New England Financial April 2011 - July 2012
Morgan Stanley Smith Barney November 2010 - March 2011
Vultur Project July 2010 - September 2010
Johns Hopkins Hospital July 2009 - September 2009
Merrill Lynch June 2007 - September 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Spanish, Teaching, Rock Climbing, Snowboarding, Cooking, Organization, Competitive Intelligence, Series 7, Customer Service, Sales, PowerPoint, Series 66, IRAs, Separately Managed..., Alternative Investments, Editing, Video Editing, Pianist, Personal Financial..., Uniform Combined State..., Public Speaking, Small Business, Financial Advisory, Event Planning, Certified Fund..., Portfolio Management, Asset Allocation, Financial Services, Investment Strategies, Strategic Financial..., Asset Management, Investments, Consulting, Securities, Mutual Funds, Retirement Planning, Finance, Retirement, World Class Customer..., Foreign Languages, World History, 401k, Insurance, Estate Planning, Fixed Annuities, Wealth Management, Life Insurance
Education
Dartmouth College 2006 — 2010
Bachelor of Arts, Classical Studies
Jesuit High School New Orleans 2001 — 2006
High School Diploma, General
James Alpha Management September 2015 - Present
Curian Capital March 2014 - September 2015
Curian Capital July 2012 - March 2014
New England Financial April 2011 - July 2012
Morgan Stanley Smith Barney November 2010 - March 2011
Vultur Project July 2010 - September 2010
Johns Hopkins Hospital July 2009 - September 2009
Merrill Lynch June 2007 - September 2007
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Spanish, Teaching, Rock Climbing, Snowboarding, Cooking, Organization, Competitive Intelligence, Series 7, Customer Service, Sales, PowerPoint, Series 66, IRAs, Separately Managed..., Alternative Investments, Editing, Video Editing, Pianist, Personal Financial..., Uniform Combined State..., Public Speaking, Small Business, Financial Advisory, Event Planning, Certified Fund..., Portfolio Management, Asset Allocation, Financial Services, Investment Strategies, Strategic Financial..., Asset Management, Investments, Consulting, Securities, Mutual Funds, Retirement Planning, Finance, Retirement, World Class Customer..., Foreign Languages, World History, 401k, Insurance, Estate Planning, Fixed Annuities, Wealth Management, Life Insurance
Education
Dartmouth College 2006 — 2010
Bachelor of Arts, Classical Studies
Jesuit High School New Orleans 2001 — 2006
High School Diploma, General
Jack Oeming CIMA(r)'s Morgan Stanley Smith Barney Experience July 1978 - May 2010
Job Senior Partner at The Oeming Group
Industry Financial Services
Experience
The Oeming Group August 2013 - Present
D.A. Davidson & Co. May 2010 - August 2013
Morgan Stanley Smith Barney July 1978 - May 2010
Skills
Retirement Planning, Investments, Asset Allocation, Investment Advisory, Portfolio Management, Financial Advisory, Wealth Management, Investment Strategies, Series 7, Asset Management, 401k, Series 63, Mutual Funds, Retirement, Estate Planning, Comprehensive Wealth..., IRA's, Insurance Planning, Financial Planning, Annuities, Profit Sharing, Stocks, Equities, Securities, Capital Markets, Financial Markets, Financial Modeling, Equity Research, Financial Analysis, Due Diligence, Strategic Planning, Series 66, Fixed Income, Finance
Education
University of Pennsylvania-Warton School of Business 2007 — 2007
CIMA, Financial analysis
Saginaw Valley State University - College of Business and Management 1975 — 1978
Business Administration, Marketing and Finance
Delta College 1969 — 1971
Liberal Arts and Sciences/Liberal Studies
Arthur Hill 1966 — 1969
The Oeming Group August 2013 - Present
D.A. Davidson & Co. May 2010 - August 2013
Morgan Stanley Smith Barney July 1978 - May 2010
Skills
Retirement Planning, Investments, Asset Allocation, Investment Advisory, Portfolio Management, Financial Advisory, Wealth Management, Investment Strategies, Series 7, Asset Management, 401k, Series 63, Mutual Funds, Retirement, Estate Planning, Comprehensive Wealth..., IRA's, Insurance Planning, Financial Planning, Annuities, Profit Sharing, Stocks, Equities, Securities, Capital Markets, Financial Markets, Financial Modeling, Equity Research, Financial Analysis, Due Diligence, Strategic Planning, Series 66, Fixed Income, Finance
Education
University of Pennsylvania-Warton School of Business 2007 — 2007
CIMA, Financial analysis
Saginaw Valley State University - College of Business and Management 1975 — 1978
Business Administration, Marketing and Finance
Delta College 1969 — 1971
Liberal Arts and Sciences/Liberal Studies
Arthur Hill 1966 — 1969
Erin Arnheim Erin Arnheim's Morgan Stanley Smith Barney Experience August 1999 - March 2001
Job
Industry Investment Banking
Experience
William Blair & Company January 2014 - Present
William Blair & Company July 2007 - January 2014
William Blair & Company January 2006 - July 2007
Morgan Stanley April 2005 - January 2006
Envestnet Asset Management October 2004 - April 2005
Mintel International April 2004 - October 2004
Morgan Stanley May 2002 - April 2004
Morgan Stanley March 2001 - May 2002
Morgan Stanley Smith Barney August 1999 - March 2001
Skills
Equities, Series 7, Microsoft Excel, Project Management, Financial Analysis, Strategic Planning, Customer Service, Investments, Microsoft Office, Asset Managment, PowerPoint, Outlook, Series 63, Series 65, Series 9, Series 10, Managerial, Investment Banking, Financial Services, Training, Teachers, Sales, Leadership, CRM, Budgets, Analysis, Salesforce.com, Management, Access, Human Resources, Securities, Finance, Corporate Finance, Office Management, Business Strategy, Investment Advisory, Business Planning, Change Management, Options
Education
DePaul University 2008 — 2012
Master of Education (M.Ed.)
St. Edward's University 2000 — 2002
BA
Texas State University 1995 — 1998
William Blair & Company January 2014 - Present
William Blair & Company July 2007 - January 2014
William Blair & Company January 2006 - July 2007
Morgan Stanley April 2005 - January 2006
Envestnet Asset Management October 2004 - April 2005
Mintel International April 2004 - October 2004
Morgan Stanley May 2002 - April 2004
Morgan Stanley March 2001 - May 2002
Morgan Stanley Smith Barney August 1999 - March 2001
Skills
Equities, Series 7, Microsoft Excel, Project Management, Financial Analysis, Strategic Planning, Customer Service, Investments, Microsoft Office, Asset Managment, PowerPoint, Outlook, Series 63, Series 65, Series 9, Series 10, Managerial, Investment Banking, Financial Services, Training, Teachers, Sales, Leadership, CRM, Budgets, Analysis, Salesforce.com, Management, Access, Human Resources, Securities, Finance, Corporate Finance, Office Management, Business Strategy, Investment Advisory, Business Planning, Change Management, Options
Education
DePaul University 2008 — 2012
Master of Education (M.Ed.)
St. Edward's University 2000 — 2002
BA
Texas State University 1995 — 1998
Aaron Perez Aaron Perez's Morgan Stanley Smith Barney Experience May 2006 - June 2007
Job CoFounder/Managing Partner at Excess VIP Las Vegas
Industry Hospitality
Experience
Excess VIP Las Vegas March 2013 - Present
Monsoon Group of Las Vegas January 2011 - August 2012
Ministry of Sound November 2008 - July 2009
CBOT June 2007 - July 2009
Morgan Stanley Smith Barney May 2006 - June 2007
Skills
Spanish, Options, Futures, Nightlife, Music, Event Management, Parties, DJ, VIP, Entertainment, Online Marketing, Corporate Events, Nightclub, Entrepreneurship, Social Networking, Online Advertising, Customer Service, Social Media Marketing, Social Media, Marketing, Public Relations, Marketing Strategy, Sales
Education
DePaul University 2003 — 2007
Bachelor, Finance, Real Estate
Excess VIP Las Vegas March 2013 - Present
Monsoon Group of Las Vegas January 2011 - August 2012
Ministry of Sound November 2008 - July 2009
CBOT June 2007 - July 2009
Morgan Stanley Smith Barney May 2006 - June 2007
Skills
Spanish, Options, Futures, Nightlife, Music, Event Management, Parties, DJ, VIP, Entertainment, Online Marketing, Corporate Events, Nightclub, Entrepreneurship, Social Networking, Online Advertising, Customer Service, Social Media Marketing, Social Media, Marketing, Public Relations, Marketing Strategy, Sales
Education
DePaul University 2003 — 2007
Bachelor, Finance, Real Estate
Aaron Goone Aaron Goone's Morgan Stanley Smith Barney Experience March 2012 - June 2012
Job Research Assistant at Dartmouth College
Industry Financial Services
Experience
Dartmouth College Economics Department August 2013 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Bridgewater Associates January 2013 - March 2013
Morgan Stanley Smith Barney March 2012 - June 2012
Dartmouth College September 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Brazilian Portuguese, Spanish, Writing, Economics, Financial Modeling, Financial Analysis, Stata, Research, Microsoft Office
Education
Dartmouth College 2010 — 2013
Bachelor of Arts (B.A.), Economics, 3.79
Associação Cultural Brasil - Estados Unidos 2011 — 2011
Dartmouth College Economics Department August 2013 - Present
Bank of America Merrill Lynch June 2013 - August 2013
Bridgewater Associates January 2013 - March 2013
Morgan Stanley Smith Barney March 2012 - June 2012
Dartmouth College September 2011 - December 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Brazilian Portuguese, Spanish, Writing, Economics, Financial Modeling, Financial Analysis, Stata, Research, Microsoft Office
Education
Dartmouth College 2010 — 2013
Bachelor of Arts (B.A.), Economics, 3.79
Associação Cultural Brasil - Estados Unidos 2011 — 2011
Darcy (Jones) Wadsworth Darcy (Jones) Wadsworth's Morgan Stanley Smith Barney Experience October 2003 - November 2009
Job Certified Financial Planner
Industry Financial Services
Experience
Labrum Wealth Management November 2009 - Present
Only2Degrees Internet Talk Radio Show 2007 - 2011
Morgan Stanley Smith Barney October 2003 - November 2009
Fidelity Investments November 1998 - March 2000
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Small Business, Retirement, Equities, Succession Planning, Estate Planning, Pensions, 401k, Insurance, Investments, Finance, Financial Advisory, Investment Advisory, Series 7, Asset Allocation, Wealth, Investment Strategies, Mutual Funds, IRAs, Fixed Annuities, Asset Management, Financial Planning, Securities, Alternative Investments, Financial Planners
Education
University of California, Riverside 2001 — 2003
BS, business
Davenport University 1990 — 1992
AS Sales and Marketing, Business
Labrum Wealth Management November 2009 - Present
Only2Degrees Internet Talk Radio Show 2007 - 2011
Morgan Stanley Smith Barney October 2003 - November 2009
Fidelity Investments November 1998 - March 2000
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Small Business, Retirement, Equities, Succession Planning, Estate Planning, Pensions, 401k, Insurance, Investments, Finance, Financial Advisory, Investment Advisory, Series 7, Asset Allocation, Wealth, Investment Strategies, Mutual Funds, IRAs, Fixed Annuities, Asset Management, Financial Planning, Securities, Alternative Investments, Financial Planners
Education
University of California, Riverside 2001 — 2003
BS, business
Davenport University 1990 — 1992
AS Sales and Marketing, Business
Lauren Amery's Morgan Stanley Smith Barney Experience June 2009 - September 2009
Job MBA Candidate at Columbia Business School
Industry Apparel & Fashion
Experience
Dagny Scout February 2014 - Present
Bank of America April 2012 - February 2014
Bank of America July 2010 - April 2012
Stratton November 2006 - March 2010
Stuck In The Past, LLC January 2000 - March 2010
Vox Sportswear January 2008 - February 2010
Morgan Stanley Smith Barney June 2009 - September 2009
boho magazine January 2008 - September 2009
Skills
Capital Markets, Portfolio Management
Education
Columbia University - Columbia Business School 2014 — 2016
MBA Candidate
Dartmouth College 2006 — 2010
BA, Economics
Dagny Scout February 2014 - Present
Bank of America April 2012 - February 2014
Bank of America July 2010 - April 2012
Stratton November 2006 - March 2010
Stuck In The Past, LLC January 2000 - March 2010
Vox Sportswear January 2008 - February 2010
Morgan Stanley Smith Barney June 2009 - September 2009
boho magazine January 2008 - September 2009
Skills
Capital Markets, Portfolio Management
Education
Columbia University - Columbia Business School 2014 — 2016
MBA Candidate
Dartmouth College 2006 — 2010
BA, Economics
David Elliott, CFP® David Elliott, CFP®'s Morgan Stanley Smith Barney Experience June 2000 - April 2008
Job First Vice President Wealth Mgmt / Advisory & Brokerage Services UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services April 2009 - Present
Morgan Stanley Smith Barney June 2000 - April 2008
Education
Denison University 1983 — 1987
Bachelor of Arts, Political Science
UBS Financial Services April 2009 - Present
Morgan Stanley Smith Barney June 2000 - April 2008
Education
Denison University 1983 — 1987
Bachelor of Arts, Political Science
R. Mark Castle, CFP(R) CIMA(R) R. Mark Castle, CFP(R) CIMA(R)'s Morgan Stanley Smith Barney Experience January 2003 - September 2012
Job Senior Vice President at Stephens Inc. Private Client Group
Industry Financial Services
Experience
Stephens Inc. Private Client Group September 2012 - Present
Morgan Stanley Smith Barney January 2003 - September 2012
Citi Asset Management March 1996 - January 2003
Morgan keegan January 1994 - March 1996
Skills
Series 7, Wealth Management, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Equities, Mutual Funds, Financial Analysis, Financial Modeling, Fixed Income, Asset Allocation
Education
University of Tennessee 1990 — 1993
MBA, Finance
Covenant College 1984 — 1986
Bachelor of Arts, Managment
Stephens Inc. Private Client Group September 2012 - Present
Morgan Stanley Smith Barney January 2003 - September 2012
Citi Asset Management March 1996 - January 2003
Morgan keegan January 1994 - March 1996
Skills
Series 7, Wealth Management, Investments, Portfolio Management, Retirement Planning, Strategic Financial..., Equities, Mutual Funds, Financial Analysis, Financial Modeling, Fixed Income, Asset Allocation
Education
University of Tennessee 1990 — 1993
MBA, Finance
Covenant College 1984 — 1986
Bachelor of Arts, Managment
Avi (Safaei) Kougemitros Avi (Safaei) Kougemitros's Morgan Stanley Smith Barney Experience August 2003 - December 2004
Job Executive Director at JP Morgan Securities
Industry Financial Services
Experience
J.P. Morgan May 2015 - Present
Barclays Wealth and Investment Management December 2012 - Present
Neuberger Berman December 2004 - November 2012
Morgan Stanley Smith Barney August 2003 - December 2004
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
Executive MBA
New York University 2000 — 2003
BA, Economics
J.P. Morgan May 2015 - Present
Barclays Wealth and Investment Management December 2012 - Present
Neuberger Berman December 2004 - November 2012
Morgan Stanley Smith Barney August 2003 - December 2004
Education
Cornell University - S.C. Johnson Graduate School of Management 2008 — 2010
Executive MBA
New York University 2000 — 2003
BA, Economics
Joanne Park Joanne Park's Morgan Stanley Smith Barney Experience April 2012 - May 2012
Job Office Manager at LS Cable America, Inc
Industry Civil Engineering
Experience
LS Cable America, Inc May 2015 - Present
nWay Inc. March 2015 - May 2015
Samsung Electronics America September 2012 - March 2015
Morgan Stanley Smith Barney April 2012 - May 2012
Corecess January 2009 - September 2011
Sinkeum Elementary School August 2009 - January 2010
Gap Inc./Banana Republic May 2008 - December 2008
Skills
Microsoft Office, Accounting, Management, Account Management, QuickBooks, Project Coordination, Public Speaking, Managerial Economics, Travel Planning, Office Administration, Events Coordination, Executive..., Time Management, Social Networking, Sales
Education
University of California, Davis 2010 — 2012
Bachelor of Science, Managerial Economics
De Anza College 2008 — 2010
Pepperdine University 2007 — 2008
International Business
LS Cable America, Inc May 2015 - Present
nWay Inc. March 2015 - May 2015
Samsung Electronics America September 2012 - March 2015
Morgan Stanley Smith Barney April 2012 - May 2012
Corecess January 2009 - September 2011
Sinkeum Elementary School August 2009 - January 2010
Gap Inc./Banana Republic May 2008 - December 2008
Skills
Microsoft Office, Accounting, Management, Account Management, QuickBooks, Project Coordination, Public Speaking, Managerial Economics, Travel Planning, Office Administration, Events Coordination, Executive..., Time Management, Social Networking, Sales
Education
University of California, Davis 2010 — 2012
Bachelor of Science, Managerial Economics
De Anza College 2008 — 2010
Pepperdine University 2007 — 2008
International Business
Annissa Kreidler's Morgan Stanley Smith Barney Experience June 2008 - December 2011
Job Senior Internal Wholesaler at BNY Mellon Dreyfus
Industry Financial Services
Experience
BNY Mellon Investment Management - Dreyfus March 2014 - August 2015
Morgan Stanley Private Wealth Management January 2012 - February 2014
Ray Meyer Fitness and Recreation Center April 2008 - August 2012
Morgan Stanley Smith Barney June 2008 - December 2011
DePaul University Treasurer’s Office April 2008 - August 2008
Skills
Series 7, Series 63, Wealth Management, Investments, Private Client Services, FINRA, High Net Worth..., Alternative Investments, Series 65, Private Clients, Investment Advisory, Financial Analysis, Korean, Investment Strategies
Education
DePaul University 2005 — 2009
Bachelor of Science, Finance with Minor in Accounting
BNY Mellon Investment Management - Dreyfus March 2014 - August 2015
Morgan Stanley Private Wealth Management January 2012 - February 2014
Ray Meyer Fitness and Recreation Center April 2008 - August 2012
Morgan Stanley Smith Barney June 2008 - December 2011
DePaul University Treasurer’s Office April 2008 - August 2008
Skills
Series 7, Series 63, Wealth Management, Investments, Private Client Services, FINRA, High Net Worth..., Alternative Investments, Series 65, Private Clients, Investment Advisory, Financial Analysis, Korean, Investment Strategies
Education
DePaul University 2005 — 2009
Bachelor of Science, Finance with Minor in Accounting
Ryan Rizzuti Ryan Rizzuti's Morgan Stanley Smith Barney Experience July 2010 - August 2010
Job Paralegal at Chadbourne & Parke LLP
Industry Law Practice
Experience
Chadbourne & Parke LLP June 2015 - Present
Cornell University August 2011 - December 2014
Capsugel June 2014 - August 2014
Morgan Stanley March 2013 - May 2013
Morgan Stanley Smith Barney July 2010 - August 2010
Compensation Resources, Inc. March 2010 - June 2010
Skills
Data Analysis, Microsoft Office, Microsoft Excel, Legal Assistance, Wealth Management, Research, Time Management, PowerPoint, Social Media, Leadership, Financial Analysis, Management, SQL
Education
Cornell University 2011 — 2014
Applied Economics and Management
Rockland Community College
MTS Honors Degree, Mathematics
Chadbourne & Parke LLP June 2015 - Present
Cornell University August 2011 - December 2014
Capsugel June 2014 - August 2014
Morgan Stanley March 2013 - May 2013
Morgan Stanley Smith Barney July 2010 - August 2010
Compensation Resources, Inc. March 2010 - June 2010
Skills
Data Analysis, Microsoft Office, Microsoft Excel, Legal Assistance, Wealth Management, Research, Time Management, PowerPoint, Social Media, Leadership, Financial Analysis, Management, SQL
Education
Cornell University 2011 — 2014
Applied Economics and Management
Rockland Community College
MTS Honors Degree, Mathematics
Jerry Chien Jerry Chien's Morgan Stanley Smith Barney Experience January 2000 - January 2001
Job Mechanical Engineering Specialist Space Systems Loral
Industry Mechanical or Industrial Engineering
Experience
Space Systems Loral July 2010 - Present
Skiff, LLC October 2009 - June 2010
BAE Systems October 2008 - August 2009
Apple Inc. May 2007 - October 2008
Boeing 2005 - 2006
Morgan Stanley Smith Barney January 2000 - January 2001
Skills
FEMAP, PTC Pro/Engineer, FEM analysis, MSC.Patran, Design for Manufacturing, Composites, Nastran, Finite Element Analysis, Mechanical Engineering, MSC Patran, PTC Creo, SolidWorks, Engineering, Testing, R&D, Product Development, Aerospace
Education
University of California, Los Angeles 2013 — 2016
Master of Engineering (MEng), Mechanics of Structures
Cornell University 2001 — 2005
BS, Mechanical Engineering
Space Systems Loral July 2010 - Present
Skiff, LLC October 2009 - June 2010
BAE Systems October 2008 - August 2009
Apple Inc. May 2007 - October 2008
Boeing 2005 - 2006
Morgan Stanley Smith Barney January 2000 - January 2001
Skills
FEMAP, PTC Pro/Engineer, FEM analysis, MSC.Patran, Design for Manufacturing, Composites, Nastran, Finite Element Analysis, Mechanical Engineering, MSC Patran, PTC Creo, SolidWorks, Engineering, Testing, R&D, Product Development, Aerospace
Education
University of California, Los Angeles 2013 — 2016
Master of Engineering (MEng), Mechanics of Structures
Cornell University 2001 — 2005
BS, Mechanical Engineering
Benjamin Jacobson's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Analyst Equity Practice Group
Industry Real Estate
Experience
Cohen Financial November 2013 - Present
Morgan Stanley Smith Barney June 2012 - August 2012
UBS Wealth Management August 2011 - May 2012
Curry College October 2010 - October 2011
Hillel, Curry College July 2009 - October 2011
Camp Caribou May 2011 - August 2011
Mercedes-Benz USA May 2009 - July 2009
Skills
Bloomberg Terminal, Capital IQ, Fixed Income, Equity Research, Equities, Morningstar, Hedge Funds, DCF, Derivatives, Valuation, Financial Modeling, Capital Markets, Alternative Investments, Real Estate, Investment Properties, Due Diligence, Investment Banking, Leadership, Private Equity
Education
Curry College 2009 — 2012
BA, Finance, Economics
Curry College 2009 — 2012
Cohen Financial November 2013 - Present
Morgan Stanley Smith Barney June 2012 - August 2012
UBS Wealth Management August 2011 - May 2012
Curry College October 2010 - October 2011
Hillel, Curry College July 2009 - October 2011
Camp Caribou May 2011 - August 2011
Mercedes-Benz USA May 2009 - July 2009
Skills
Bloomberg Terminal, Capital IQ, Fixed Income, Equity Research, Equities, Morningstar, Hedge Funds, DCF, Derivatives, Valuation, Financial Modeling, Capital Markets, Alternative Investments, Real Estate, Investment Properties, Due Diligence, Investment Banking, Leadership, Private Equity
Education
Curry College 2009 — 2012
BA, Finance, Economics
Curry College 2009 — 2012
Christina Slavonik Christina Slavonik's Morgan Stanley Smith Barney Experience May 2008 - February 2009
Job Registered Paraplanner™ at Quest Capital Management, Inc.
Industry Financial Services
Experience
Quest Capital Management, An Independent Firm June 2012 - Present
Trinity Planning Group July 2010 - June 2012
Morgan Stanley Smith Barney May 2008 - February 2009
Morgan Stanley Smith Barney July 2007 - May 2008
JPMorgan Chase September 2006 - July 2007
Washington Mutual Bank October 2000 - October 2005
Skills
Wealth Management, Strategic Financial..., Investments, Series 7, Banking, Insurance, Estate Planning, Financial Planning
Education
Dallas Baptist University 2002 — 2005
Bachelor of Arts & Sciences, Interdisciplinary Science and Education
Richland Community College 1997 — 2000
Associate of Arts and Sciences, Geology
Quest Capital Management, An Independent Firm June 2012 - Present
Trinity Planning Group July 2010 - June 2012
Morgan Stanley Smith Barney May 2008 - February 2009
Morgan Stanley Smith Barney July 2007 - May 2008
JPMorgan Chase September 2006 - July 2007
Washington Mutual Bank October 2000 - October 2005
Skills
Wealth Management, Strategic Financial..., Investments, Series 7, Banking, Insurance, Estate Planning, Financial Planning
Education
Dallas Baptist University 2002 — 2005
Bachelor of Arts & Sciences, Interdisciplinary Science and Education
Richland Community College 1997 — 2000
Associate of Arts and Sciences, Geology
Brendan Norris's Morgan Stanley Smith Barney Experience September 2010 - December 2010
Job Account Manager at Adlucent
Industry Marketing and Advertising
Experience
Adlucent September 2014 - Present
RKG, a Merkle Company January 2013 - September 2014
Bankable Frontier Associates July 2011 - September 2011
Morgan Stanley Smith Barney September 2010 - December 2010
Skills
Capital IQ, Data Analysis, Google Adwords, PPC, SEM, Social Media, Social Media Marketing, Market Research, Google Analytics, Online Marketing, Bing Maps, Digital Marketing, Digital Strategy, MSN AdCenter, Web Analytics, Teamwork, Falconry
Education
Dartmouth College 2008 — 2012
BA, Economics Modified w/ Geography
Adlucent September 2014 - Present
RKG, a Merkle Company January 2013 - September 2014
Bankable Frontier Associates July 2011 - September 2011
Morgan Stanley Smith Barney September 2010 - December 2010
Skills
Capital IQ, Data Analysis, Google Adwords, PPC, SEM, Social Media, Social Media Marketing, Market Research, Google Analytics, Online Marketing, Bing Maps, Digital Marketing, Digital Strategy, MSN AdCenter, Web Analytics, Teamwork, Falconry
Education
Dartmouth College 2008 — 2012
BA, Economics Modified w/ Geography
Garth O'Leary Garth O'Leary's Morgan Stanley Smith Barney Experience October 2006 - March 2011
Job AVP Investments Compliance and Operations at Rockland Trust Financial Services
Industry Financial Services
Experience
Rockland Trust Financial Services April 2011 - Present
Morgan Stanley Smith Barney October 2006 - March 2011
BrownCo, LLC May 1999 - June 2006
Brown and Company LLC June 1999 - May 2006
Putnam Investments June 1997 - May 1999
Skills
Securities, Series 7, Series 24, Settlement, Options, Equities, Brokerage, Trading, Financial Services, FINRA, Microsoft Excel, Series 63, Financial Reporting, Microsoft Access, Bank Trust Investment..., Wealth Management, Investments, Mutual Funds, Retirement Planning, Retirement
Education
New England College of Business and Finance 2011 — 2013
Master's Degree of Science, Business Ethics and Compliance
Curry College 1993 — 1997
Bachelor of Arts (B.A.), Business Management
Braintree
Braintree
Rockland Trust Financial Services April 2011 - Present
Morgan Stanley Smith Barney October 2006 - March 2011
BrownCo, LLC May 1999 - June 2006
Brown and Company LLC June 1999 - May 2006
Putnam Investments June 1997 - May 1999
Skills
Securities, Series 7, Series 24, Settlement, Options, Equities, Brokerage, Trading, Financial Services, FINRA, Microsoft Excel, Series 63, Financial Reporting, Microsoft Access, Bank Trust Investment..., Wealth Management, Investments, Mutual Funds, Retirement Planning, Retirement
Education
New England College of Business and Finance 2011 — 2013
Master's Degree of Science, Business Ethics and Compliance
Curry College 1993 — 1997
Bachelor of Arts (B.A.), Business Management
Braintree
Braintree
Sabina Mykas Sabina Mykas's Morgan Stanley Smith Barney Experience September 2002 - December 2003
Job Experienced Yoga Instructor and Visionary Entrepreneur
Industry Health, Wellness and Fitness
Experience
Gap Inc./Old Navy May 2011 - July 2013
Williams Sonoma Inc July 2010 - June 2011
Marcus and Millichap Real Estate Investment Services January 2006 - April 2009
Aon Services Corporation December 2003 - January 2006
Morgan Stanley Smith Barney September 2002 - December 2003
Skills
Valuation, Forecasting, Financial Reporting, Budgets, Due Diligence, Strategic Planning, Financial Modeling, Analysis, Marketing
Education
Indea Yoga 2014 — 2014
250+ Hrs Hatha/Vinyasa Yoga Certification, 500+ Hrs Yoga Therapy and Ashtanga Primary Certification, Yoga Teacher Training/Yoga Therapy
DePaul University 1999 — 2003
BAS, Finance & Economics
Gap Inc./Old Navy May 2011 - July 2013
Williams Sonoma Inc July 2010 - June 2011
Marcus and Millichap Real Estate Investment Services January 2006 - April 2009
Aon Services Corporation December 2003 - January 2006
Morgan Stanley Smith Barney September 2002 - December 2003
Skills
Valuation, Forecasting, Financial Reporting, Budgets, Due Diligence, Strategic Planning, Financial Modeling, Analysis, Marketing
Education
Indea Yoga 2014 — 2014
250+ Hrs Hatha/Vinyasa Yoga Certification, 500+ Hrs Yoga Therapy and Ashtanga Primary Certification, Yoga Teacher Training/Yoga Therapy
DePaul University 1999 — 2003
BAS, Finance & Economics
Brian Grumka's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2015 - Present
J.P. Morgan May 2014 - August 2014
C.L. King & Associates March 2014 - May 2014
Zoetis December 2013 - March 2014
Morgan Stanley Smith Barney June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Education
Dartmouth College 2011 — 2015
Delbarton School 2007 — 2011
J.P. Morgan July 2015 - Present
J.P. Morgan May 2014 - August 2014
C.L. King & Associates March 2014 - May 2014
Zoetis December 2013 - March 2014
Morgan Stanley Smith Barney June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Education
Dartmouth College 2011 — 2015
Delbarton School 2007 — 2011
Kelly Saeli Kelly Saeli's Morgan Stanley Smith Barney Experience June 2007 - August 2007
Job Director of Operations at NYC Helmets to Hardhats, Inc.
Industry Nonprofit Organization Management
Experience
NYC Helmets to Hardhats, Inc. January 2014 - Present
Helmets to Hardhats January 2013 - Present
WVFN 2013 - Present
Small Business Development Center November 2011 - January 2013
Morgan Stanley Smith Barney June 2007 - August 2007
Bank of America June 2006 - June 2007
United States Air Force March 2003 - March 2006
Skills
business strategy, business development, Financial Analysis, Public Speaking, Organizational..., Community Outreach, Seminars, Strategic Planning, Project Planning, Business Strategy, Entrepreneurship, Leadership Development, Business Development, Change Management, Program Management, Small Business, Start-ups, Management Consulting, Succession Planning, Military, Mergers, Government, Analysis, Economic Development, Management, Marketing Strategy, Team Building, Public Relations, Coaching, Conflict Resolution, Research, Business, Organizational..., Project Management, Team Leadership, Leadership, New Business Development, Mentoring, Customer Service, Employee Relations, Negotiation, Non-profits, Strategy, Business Planning, Nonprofits, Sales, Human Resources, Recruiting
Education
Cornell University 2015 — 2017
Master’s Degree, Industrial and Labor Relations
Cornell University 2007 — 2010
Bachelor of Science (BS), Industrial and Labor Relations
NYC Helmets to Hardhats, Inc. January 2014 - Present
Helmets to Hardhats January 2013 - Present
WVFN 2013 - Present
Small Business Development Center November 2011 - January 2013
Morgan Stanley Smith Barney June 2007 - August 2007
Bank of America June 2006 - June 2007
United States Air Force March 2003 - March 2006
Skills
business strategy, business development, Financial Analysis, Public Speaking, Organizational..., Community Outreach, Seminars, Strategic Planning, Project Planning, Business Strategy, Entrepreneurship, Leadership Development, Business Development, Change Management, Program Management, Small Business, Start-ups, Management Consulting, Succession Planning, Military, Mergers, Government, Analysis, Economic Development, Management, Marketing Strategy, Team Building, Public Relations, Coaching, Conflict Resolution, Research, Business, Organizational..., Project Management, Team Leadership, Leadership, New Business Development, Mentoring, Customer Service, Employee Relations, Negotiation, Non-profits, Strategy, Business Planning, Nonprofits, Sales, Human Resources, Recruiting
Education
Cornell University 2015 — 2017
Master’s Degree, Industrial and Labor Relations
Cornell University 2007 — 2010
Bachelor of Science (BS), Industrial and Labor Relations
Jeremy Ervin Jeremy Ervin's Morgan Stanley Smith Barney Experience May 2010 - June 2011
Job Market Sales Manager
Industry Financial Services
Experience
Merrill Lynch July 2014 - Present
Merrill Lynch September 2011 - July 2014
Morgan Stanley Smith Barney May 2010 - June 2011
HSBC Bank plc October 2007 - January 2010
Lloyds TSB February 2005 - September 2007
Barclays Bank October 2002 - February 2005
Bank of America January 2000 - June 2002
Skills
Investments, Wealth Management, Retirement Planning, Series 7, Banking, Sales, Finance, Financial Advisory, Financial Services, Investment Advisory, Mortgage Lending, Mutual Funds, Portfolio Management, Retirement, Strategic Financial..., Uniform Combined State..., Relationship Management, Investment Strategies, Asset Allocation, Fixed Annuities, Loans, Credit, Wealth, Asset Management, Retail Banking, Residential Mortgages, Securities, Bonds, Investment Management, ETFs, Income Protection, Financial Planners, High Net Worth..., Time Management, Insurance, Coaching, Sales Management, Equities, Risk Management, Leadership, Customer Service, Management
Education
Dallas Baptist University 2000 — 2002
Bachelors, Business Studies (Finance)
Sandestin Academy 1995 — 1996
High School Diploma, Accounting and Finance
Merrill Lynch July 2014 - Present
Merrill Lynch September 2011 - July 2014
Morgan Stanley Smith Barney May 2010 - June 2011
HSBC Bank plc October 2007 - January 2010
Lloyds TSB February 2005 - September 2007
Barclays Bank October 2002 - February 2005
Bank of America January 2000 - June 2002
Skills
Investments, Wealth Management, Retirement Planning, Series 7, Banking, Sales, Finance, Financial Advisory, Financial Services, Investment Advisory, Mortgage Lending, Mutual Funds, Portfolio Management, Retirement, Strategic Financial..., Uniform Combined State..., Relationship Management, Investment Strategies, Asset Allocation, Fixed Annuities, Loans, Credit, Wealth, Asset Management, Retail Banking, Residential Mortgages, Securities, Bonds, Investment Management, ETFs, Income Protection, Financial Planners, High Net Worth..., Time Management, Insurance, Coaching, Sales Management, Equities, Risk Management, Leadership, Customer Service, Management
Education
Dallas Baptist University 2000 — 2002
Bachelors, Business Studies (Finance)
Sandestin Academy 1995 — 1996
High School Diploma, Accounting and Finance
Diana Ptaszynski's Morgan Stanley Smith Barney Experience 2008 - 2008
Job Senior Account Manager Private Fund Custody at Millennium Trust Company
Industry Financial Services
Experience
Millennium Trust Company February 2014 - Present
Millennium Trust Company June 2012 - February 2014
Millennium Trust Company November 2009 - June 2012
Morgan Stanley Smith Barney 2008 - 2008
RockStar Consulting 2007 - 2007
Skills
Alternative Investments, IRAs, Investments, Portfolio Management, Financial Services, Asset Allocation, Customer Service, Market Research, Banking, Marketing, Accounting, Asset Management, Finance, Financial Analysis, CRM, Marketing Strategy, Relationship Management
Education
DePaul University 2005 — 2009
Bachelor of Science, Finance, Marketing
Millennium Trust Company February 2014 - Present
Millennium Trust Company June 2012 - February 2014
Millennium Trust Company November 2009 - June 2012
Morgan Stanley Smith Barney 2008 - 2008
RockStar Consulting 2007 - 2007
Skills
Alternative Investments, IRAs, Investments, Portfolio Management, Financial Services, Asset Allocation, Customer Service, Market Research, Banking, Marketing, Accounting, Asset Management, Finance, Financial Analysis, CRM, Marketing Strategy, Relationship Management
Education
DePaul University 2005 — 2009
Bachelor of Science, Finance, Marketing
Lara (Anderson) Luchetti Lara (Anderson) Luchetti's Morgan Stanley Smith Barney Experience August 2008 - July 2009
Job Assistant Director, Sales Execution at Prudential Retirement
Industry Financial Services
Experience
Prudential Financial August 2015 - Present
USI Consulting Group October 2011 - August 2015
MassMutual Financial Group April 2010 - October 2011
Morgan Stanley Smith Barney August 2008 - July 2009
Great-West Retirement Services December 2006 - August 2008
New York Life Investment Management September 2005 - December 2006
New York Life Investment Management June 2004 - September 2005
Groove Networks 2000 - 2002
Skills
Investments, Retirement, Investment Advisory, 401k, Mutual Funds, Retirement Planning, Securities, Series 6, Financial Advisory, Series 63, Series 7, Relationship Management, Series 65, Project Management
Education
Northeastern University - Graduate School of Business Administration 2007 — 2010
M.B.A.
Oberlin College 2000 — 2004
B.A.
Prudential Financial August 2015 - Present
USI Consulting Group October 2011 - August 2015
MassMutual Financial Group April 2010 - October 2011
Morgan Stanley Smith Barney August 2008 - July 2009
Great-West Retirement Services December 2006 - August 2008
New York Life Investment Management September 2005 - December 2006
New York Life Investment Management June 2004 - September 2005
Groove Networks 2000 - 2002
Skills
Investments, Retirement, Investment Advisory, 401k, Mutual Funds, Retirement Planning, Securities, Series 6, Financial Advisory, Series 63, Series 7, Relationship Management, Series 65, Project Management
Education
Northeastern University - Graduate School of Business Administration 2007 — 2010
M.B.A.
Oberlin College 2000 — 2004
B.A.
Richard Gemberling Richard Gemberling's Morgan Stanley Smith Barney Experience April 1995 - September 2009
Job Managing Director, Lending Products & Advice at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2010 - Present
Morgan Stanley Smith Barney April 1995 - September 2009
Citigroup October 1998 - May 2009
Smith Barney April 1995 - October 1998
Merrill Lynch 1983 - 1995
Fidelity Union Trust Company 1980 - 1982
Skills
Banking, Credit, Financial Services, Loans, Risk Management, Wealth Management, Finance, Securities, Mergers & Acquisitions, Mortgage Lending, Commercial Lending, Cash Management, Structured Finance, Hedge Funds, Series 63
Education
New York University - Leonard N. Stern School of Business 1981 — 1986
MBA, Finance major with concentration in marketing and international business.
Dartmouth College 1976 — 1980
BA, Government, Urban Studies
Wells Fargo Advisors, LLC August 2010 - Present
Morgan Stanley Smith Barney April 1995 - September 2009
Citigroup October 1998 - May 2009
Smith Barney April 1995 - October 1998
Merrill Lynch 1983 - 1995
Fidelity Union Trust Company 1980 - 1982
Skills
Banking, Credit, Financial Services, Loans, Risk Management, Wealth Management, Finance, Securities, Mergers & Acquisitions, Mortgage Lending, Commercial Lending, Cash Management, Structured Finance, Hedge Funds, Series 63
Education
New York University - Leonard N. Stern School of Business 1981 — 1986
MBA, Finance major with concentration in marketing and international business.
Dartmouth College 1976 — 1980
BA, Government, Urban Studies
Jeanne McCulloch Jeanne McCulloch's Morgan Stanley Smith Barney Experience February 1998 - January 2011
Job Senior Vice President at Stephens, Inc.
Industry Financial Services
Experience
Stephens, Inc. January 2011 - Present
Morgan Stanley Smith Barney February 1998 - January 2011
R.J. Reynolds Tobacco Company 1993 - 1998
R. J. Reynolds Tobacco Company 1984 - 1993
Education
Wake Forest University
M.A., Liberal Studies
Davidson County Community College
A.A.S., Paralegal Studies
Milton College
Bachelor of Arts (B.A.), History
Stephens, Inc. January 2011 - Present
Morgan Stanley Smith Barney February 1998 - January 2011
R.J. Reynolds Tobacco Company 1993 - 1998
R. J. Reynolds Tobacco Company 1984 - 1993
Education
Wake Forest University
M.A., Liberal Studies
Davidson County Community College
A.A.S., Paralegal Studies
Milton College
Bachelor of Arts (B.A.), History
Patricia (Moreno) Cohen Patricia (Moreno) Cohen's Morgan Stanley Smith Barney Experience 2009 - 2010
Job President
Industry Financial Services
Experience
Anchor Financial Incorporated August 2000 - Present
Morgan Stanley Smith Barney 2009 - 2010
Credit Suisse August 2004 - June 2008
GreenPoint November 1998 - December 1999
Skills
Strategy, Leadership, Business Development, Investments, Finance, Sales, Credit, Portfolio Management, Banking, Financial Services, Series 7, Training, Strategic Financial..., Fixed Income, Mortgage Banking, Risk Management, Coaching, Analysis, Financial Analysis, New Business Development, Underwriting, Financial Modeling, Asset Allocation, Equities, Program Management, Project Management, Change Management, Process Improvement, Asset Managment
Education
Dean College 1980 — 2004
Degree in Liberal Studies
Escola Americana do Rio de Janeiro 1960 — 2004
Anchor Financial Incorporated August 2000 - Present
Morgan Stanley Smith Barney 2009 - 2010
Credit Suisse August 2004 - June 2008
GreenPoint November 1998 - December 1999
Skills
Strategy, Leadership, Business Development, Investments, Finance, Sales, Credit, Portfolio Management, Banking, Financial Services, Series 7, Training, Strategic Financial..., Fixed Income, Mortgage Banking, Risk Management, Coaching, Analysis, Financial Analysis, New Business Development, Underwriting, Financial Modeling, Asset Allocation, Equities, Program Management, Project Management, Change Management, Process Improvement, Asset Managment
Education
Dean College 1980 — 2004
Degree in Liberal Studies
Escola Americana do Rio de Janeiro 1960 — 2004
Rupa Patel Rupa Patel's Morgan Stanley Smith Barney Experience January 2005 - June 2006
Job Capture Management Sr. at Lockheed Martin Aeronautics
Industry Defense & Space
Experience
Lockheed Martin April 2013 - Present
Lockheed Martin Aeronautics August 2010 - April 2013
Lockheed Martin July 2009 - August 2010
Lockheed Martin Aeronautics January 2009 - July 2009
Lockheed Martin Aeronautics July 2008 - January 2009
Lockheed Martin Aeronautics July 2006 - July 2008
Morgan Stanley Smith Barney January 2005 - June 2006
Skills
Earned Value Management, DoD, FAR, Security Clearance, Systems Engineering, Defense, Proposal Writing, ITAR, Six Sigma, Program Management, Requirements Management, Quality Assurance, Corrective Actions, Subcontracts Management, Business Strategy, Strategic Planning, Preparation of Business..., Change Management, Cultural Transformation, Financial Analysis
Education
Dallas Baptist University 2007 — 2008
Master of Business Administration (M.B.A.), Finance
Drexel University 2009 — 2009
Graduate Certificate Program, Operations Management and Organizational Leadership
The University of New Mexico - Robert O. Anderson School of Management 2001 — 2006
Bachelor of Business Administration (B.B.A.), Management Information Systems and Finance
Lockheed Martin April 2013 - Present
Lockheed Martin Aeronautics August 2010 - April 2013
Lockheed Martin July 2009 - August 2010
Lockheed Martin Aeronautics January 2009 - July 2009
Lockheed Martin Aeronautics July 2008 - January 2009
Lockheed Martin Aeronautics July 2006 - July 2008
Morgan Stanley Smith Barney January 2005 - June 2006
Skills
Earned Value Management, DoD, FAR, Security Clearance, Systems Engineering, Defense, Proposal Writing, ITAR, Six Sigma, Program Management, Requirements Management, Quality Assurance, Corrective Actions, Subcontracts Management, Business Strategy, Strategic Planning, Preparation of Business..., Change Management, Cultural Transformation, Financial Analysis
Education
Dallas Baptist University 2007 — 2008
Master of Business Administration (M.B.A.), Finance
Drexel University 2009 — 2009
Graduate Certificate Program, Operations Management and Organizational Leadership
The University of New Mexico - Robert O. Anderson School of Management 2001 — 2006
Bachelor of Business Administration (B.B.A.), Management Information Systems and Finance
Brandon Wright Brandon Wright's Morgan Stanley Smith Barney Experience 1999 - 2002
Job CoFounder & CEO at Cognical
Industry Computer Software
Experience
Cognical Inc. July 2012 - Present
BR Venture Fund 2010 - August 2012
Harrison Wright LLC 2005 - 2010
Northwest Coffee Partners 2002 - 2007
Morgan Stanley Smith Barney 1999 - 2002
Skills
Entrepreneurship, Due Diligence, Strategic Planning, Financial Modeling, Valuation, Venture Capital, Private Equity, Investments, Financial Analysis, Operations Management, Corporate Finance, Marketing Strategy, Strategy, Equities, Start-ups
Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (MBA)
Whitman College
Bachelors, Economics
Cognical Inc. July 2012 - Present
BR Venture Fund 2010 - August 2012
Harrison Wright LLC 2005 - 2010
Northwest Coffee Partners 2002 - 2007
Morgan Stanley Smith Barney 1999 - 2002
Skills
Entrepreneurship, Due Diligence, Strategic Planning, Financial Modeling, Valuation, Venture Capital, Private Equity, Investments, Financial Analysis, Operations Management, Corporate Finance, Marketing Strategy, Strategy, Equities, Start-ups
Education
Cornell University - S.C. Johnson Graduate School of Management
Master of Business Administration (MBA)
Whitman College
Bachelors, Economics
Nicole Koke Nicole Koke's Morgan Stanley Smith Barney Experience June 2007 - Present
Job Senior Registered Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2007 - Present
Skills
FINRA, Series 63, Series 7, Equities, Investments, Mutual Funds, Series 65, Wealth Management, Financial Services, Investment Advisory, Leadership
Education
De Anza College
Morgan Stanley Smith Barney June 2007 - Present
Skills
FINRA, Series 63, Series 7, Equities, Investments, Mutual Funds, Series 65, Wealth Management, Financial Services, Investment Advisory, Leadership
Education
De Anza College
Ashley Wilson's Morgan Stanley Smith Barney Experience July 2012 - February 2013
Job Sr. Associate Hedge Fund Operations & Sales
Industry Banking
Experience
CME Group February 2015 - Present
CME Group July 2014 - January 2015
CME Group January 2014 - January 2015
CME Group May 2013 - January 2015
Morgan Stanley Smith Barney July 2012 - February 2013
JP Morgan Chase June 2011 - August 2012
Skills
Financial Analysis, Financial Modeling, Hedge Funds, Analysis, Finance, Bloomberg, Microsoft Excel, Derivatives, Business Valuation, Banking, Investments, Communication Skills, Equities, Financial Risk, Salesforce Administrator, International Market..., Options
Education
DePaul University 2010 — 2012
Bachelor of Science, Honors Finance
CME Group February 2015 - Present
CME Group July 2014 - January 2015
CME Group January 2014 - January 2015
CME Group May 2013 - January 2015
Morgan Stanley Smith Barney July 2012 - February 2013
JP Morgan Chase June 2011 - August 2012
Skills
Financial Analysis, Financial Modeling, Hedge Funds, Analysis, Finance, Bloomberg, Microsoft Excel, Derivatives, Business Valuation, Banking, Investments, Communication Skills, Equities, Financial Risk, Salesforce Administrator, International Market..., Options
Education
DePaul University 2010 — 2012
Bachelor of Science, Honors Finance
Jillian Holly Jillian Holly's Morgan Stanley Smith Barney Experience May 2009 - January 2012
Job Financial Advisor with the Hartman Curio Group at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Wealth Management January 2012 - Present
Morgan Stanley Smith Barney May 2009 - January 2012
Edward Jones August 2006 - March 2009
European Parliament January 2006 - May 2006
Robert Morris University, Chicago, IL December 2004 - January 2006
French National Education September 2002 - May 2004
Chamber of Commerce September 2002 - May 2004
U.S. Research September 2000 - June 2002
Education
DePaul University
Masters
Southern Illinois University, Carbondale
2 Bachelor of Arts
University of Lausanne
French Certificate
UBS Wealth Management January 2012 - Present
Morgan Stanley Smith Barney May 2009 - January 2012
Edward Jones August 2006 - March 2009
European Parliament January 2006 - May 2006
Robert Morris University, Chicago, IL December 2004 - January 2006
French National Education September 2002 - May 2004
Chamber of Commerce September 2002 - May 2004
U.S. Research September 2000 - June 2002
Education
DePaul University
Masters
Southern Illinois University, Carbondale
2 Bachelor of Arts
University of Lausanne
French Certificate
Julie Walsh, MA Julie Walsh, MA's Morgan Stanley Smith Barney Experience May 2009 - December 2009
Job Senior Account Supervisor at Widmeyer Communications
Industry Public Relations and Communications
Experience
Widmeyer Communications November 2013 - Present
Burson-Marsteller March 2012 - November 2013
Walker Sands Communications September 2010 - March 2012
Flack Me, The PR blog for Talent Zoo March 2011 - September 2011
Nationwide Insurance January 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - December 2009
Periscope May 2009 - September 2009
Skills
Press Releases, Media Relations, Corporate Communications, Public Relations, Advertising, Marketing, Strategic Communications, Integrated Marketing, Facebook, Social Media, Social Media Marketing, Marketing Communications, Market Research
Education
DePaul University 2010 — 2012
MA, Public Relations and Advertising
The Ohio State University 2006 — 2010
BA, Strategic Communication
Widmeyer Communications November 2013 - Present
Burson-Marsteller March 2012 - November 2013
Walker Sands Communications September 2010 - March 2012
Flack Me, The PR blog for Talent Zoo March 2011 - September 2011
Nationwide Insurance January 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - December 2009
Periscope May 2009 - September 2009
Skills
Press Releases, Media Relations, Corporate Communications, Public Relations, Advertising, Marketing, Strategic Communications, Integrated Marketing, Facebook, Social Media, Social Media Marketing, Marketing Communications, Market Research
Education
DePaul University 2010 — 2012
MA, Public Relations and Advertising
The Ohio State University 2006 — 2010
BA, Strategic Communication
Ashlee Vogenthaler Ashlee Vogenthaler's Morgan Stanley Smith Barney Experience September 2010 - June 2011
Job Investor Relations at Private Investment Firm
Industry Financial Services
Experience
Private Investment Firm June 2011 - Present
Morgan Stanley Smith Barney September 2010 - June 2011
Skills
Financial Modeling, Equities, Investments, Financial Analysis, Asset Management, Hedge Funds, Valuation, Capital Markets, Bloomberg, Finance
Education
DePaul University 2008 — 2012
Bachelor of Science (BS), Finance and Economics
Private Investment Firm June 2011 - Present
Morgan Stanley Smith Barney September 2010 - June 2011
Skills
Financial Modeling, Equities, Investments, Financial Analysis, Asset Management, Hedge Funds, Valuation, Capital Markets, Bloomberg, Finance
Education
DePaul University 2008 — 2012
Bachelor of Science (BS), Finance and Economics
Thor Cheyne's Morgan Stanley Smith Barney Experience 2004 - 2010
Job President at Medallion Wealth Advisors
Industry Financial Services
Experience
Medallion Wealth Advisors, LLC March 2010 - Present
Morgan Stanley Smith Barney 2004 - 2010
Advest, Inc. 1998 - 2004
Clean Harbors 1990 - 1997
Unisys 1981 - 1990
Skills
Life & Health Insurance..., Investment Advisory, Investment Strategies, Asset Allocation
Education
Northeastern University - Graduate School of Business Administration 1987 — 1989
MBA, Finance
Ithaca College 1977 — 1981
B.S., Finance
Henley Business School
Finance
Medallion Wealth Advisors, LLC March 2010 - Present
Morgan Stanley Smith Barney 2004 - 2010
Advest, Inc. 1998 - 2004
Clean Harbors 1990 - 1997
Unisys 1981 - 1990
Skills
Life & Health Insurance..., Investment Advisory, Investment Strategies, Asset Allocation
Education
Northeastern University - Graduate School of Business Administration 1987 — 1989
MBA, Finance
Ithaca College 1977 — 1981
B.S., Finance
Henley Business School
Finance
William Barnish William Barnish's Morgan Stanley Smith Barney Experience November 2009 - March 2010
Job Annuity and Insurance Associate at Vanguard
Industry Financial Services
Experience
Vanguard April 2013 - Present
The Prudential Insurance Company of America November 2010 - November 2012
Morgan Stanley Smith Barney November 2009 - March 2010
The Home Depot December 1993 - October 2009
The Home Depot December 1993 - October 2009
Skills
Employee Engagement, Inventory Management, Merchandising, Customer Satisfaction, Inventory Control, Visual Merchandising, Sales Management, Forecasting, Team Building, Store Management, Team Leadership, Strategic Planning, Budgets
Education
Delaware Valley College 2000 — 2004
Bachelor of Science, Business Administration
Vanguard April 2013 - Present
The Prudential Insurance Company of America November 2010 - November 2012
Morgan Stanley Smith Barney November 2009 - March 2010
The Home Depot December 1993 - October 2009
The Home Depot December 1993 - October 2009
Skills
Employee Engagement, Inventory Management, Merchandising, Customer Satisfaction, Inventory Control, Visual Merchandising, Sales Management, Forecasting, Team Building, Store Management, Team Leadership, Strategic Planning, Budgets
Education
Delaware Valley College 2000 — 2004
Bachelor of Science, Business Administration
Charlie Bueneman's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Oil and Gas Investment Banking Analyst at Casimir Capital
Industry Financial Services
Experience
Casimir Capital September 2014 - Present
Cassidy Turley June 2013 - August 2013
DH Capital, LLC July 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Due Diligence, Microsoft Excel, Portfolio Management, Capital Markets, Financial Modeling, PowerPoint, Economics, Editing, Market Research, Investments, Valuation
Education
Hamilton College 2010 — 2014
Bachelor of Arts (B.A.), World Politics
Deerfield Academy 2009 — 2010
St. Mary's High School Annapolis 2006 — 2009
Casimir Capital September 2014 - Present
Cassidy Turley June 2013 - August 2013
DH Capital, LLC July 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Due Diligence, Microsoft Excel, Portfolio Management, Capital Markets, Financial Modeling, PowerPoint, Economics, Editing, Market Research, Investments, Valuation
Education
Hamilton College 2010 — 2014
Bachelor of Arts (B.A.), World Politics
Deerfield Academy 2009 — 2010
St. Mary's High School Annapolis 2006 — 2009
Meryl Futey Meryl Futey's Morgan Stanley Smith Barney Experience November 2010 - May 2011
Job Wealth Management Associate at FMRTL Wealth Advisors, LLC
Industry Financial Services
Experience
FMRTL Wealth Advisors, LLC July 2011 - Present
BBR Partners May 2011 - July 2011
Morgan Stanley Smith Barney November 2010 - May 2011
Morgan Stanley 2010 - 2011
Morgan Stanley 2010 - 2011
Rampart Investment Management March 2006 - August 2010
KMC Productions July 2004 - March 2006
Walt Disney World June 2003 - January 2004
Education
Northeastern University - Graduate School of Business Administration 2008 — 2010
Master of Business Administration (M.B.A.), MBA
Northeastern University 2001 — 2005
BA, Communications
FMRTL Wealth Advisors, LLC July 2011 - Present
BBR Partners May 2011 - July 2011
Morgan Stanley Smith Barney November 2010 - May 2011
Morgan Stanley 2010 - 2011
Morgan Stanley 2010 - 2011
Rampart Investment Management March 2006 - August 2010
KMC Productions July 2004 - March 2006
Walt Disney World June 2003 - January 2004
Education
Northeastern University - Graduate School of Business Administration 2008 — 2010
Master of Business Administration (M.B.A.), MBA
Northeastern University 2001 — 2005
BA, Communications
Elizabeth Brouwer Elizabeth Brouwer's Morgan Stanley Smith Barney Experience June 1994 - June 2009
Job Registered Client Relationship Associate at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2009 - Present
Morgan Stanley Smith Barney June 1994 - June 2009
A.G. Edwards & Sons, Inc. 1990 - 1994
Skills
Series 63, Series 7, Wealth Management
Education
Davenport University 1989 — 1991
Associate of Science, Business
Unity Christian High School 1986 — 1989
Robert W. Baird & Co. June 2009 - Present
Morgan Stanley Smith Barney June 1994 - June 2009
A.G. Edwards & Sons, Inc. 1990 - 1994
Skills
Series 63, Series 7, Wealth Management
Education
Davenport University 1989 — 1991
Associate of Science, Business
Unity Christian High School 1986 — 1989
Amita Chojar Amita Chojar's Morgan Stanley Smith Barney Experience August 2010 - November 2011
Job Sr. Quality Assurance Analyst at BMO Harris
Industry Financial Services
Experience
Senior QA Analyst March 2009 - Present
Wells Fargo May 2009 - March 2014
Morgan Stanley Smith Barney August 2010 - November 2011
HSBC July 2005 - March 2009
Household September 1996 - March 2009
HSBC September 1996 - March 2009
HSBC May 2003 - June 2005
HSBC July 1999 - April 2003
Skills
Management, Analysis, Customer Service, Process Improvement, Mortgage Lending, Loans, Banking, Credit Risk, Finance, Financial Analysis, Sr. QA Analyst
Education
Delhi University
BS, Political Science
Harper College
Associates, Applied Science
Senior QA Analyst March 2009 - Present
Wells Fargo May 2009 - March 2014
Morgan Stanley Smith Barney August 2010 - November 2011
HSBC July 2005 - March 2009
Household September 1996 - March 2009
HSBC September 1996 - March 2009
HSBC May 2003 - June 2005
HSBC July 1999 - April 2003
Skills
Management, Analysis, Customer Service, Process Improvement, Mortgage Lending, Loans, Banking, Credit Risk, Finance, Financial Analysis, Sr. QA Analyst
Education
Delhi University
BS, Political Science
Harper College
Associates, Applied Science
Janet Larchey Janet Larchey's Morgan Stanley Smith Barney Experience June 2004 - March 2010
Job Wealth Management Associate
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley August 2014 - January 2015
Morgan Stanley April 2014 - August 2014
Rodale Inc. February 2014 - April 2014
Rodale September 2011 - February 2014
Morgan Stanley Private Wealth Management March 2010 - September 2011
Morgan Stanley Smith Barney June 2004 - March 2010
Citi Smith Barney November 2002 - June 2004
Skills
Sports Marketing, Marketing Strategy, Advertising Sales, Advertising, Event Management, Event Planning, Investments, Portfolio Management, Asset Allocation, Financial Analysis, PowerPoint, New Business Development, Management
Education
DePaul University 2000 — 2004
Bachelor of Sciences, Commerce; Finance/Marketing
Morgan Stanley January 2015 - Present
Morgan Stanley August 2014 - January 2015
Morgan Stanley April 2014 - August 2014
Rodale Inc. February 2014 - April 2014
Rodale September 2011 - February 2014
Morgan Stanley Private Wealth Management March 2010 - September 2011
Morgan Stanley Smith Barney June 2004 - March 2010
Citi Smith Barney November 2002 - June 2004
Skills
Sports Marketing, Marketing Strategy, Advertising Sales, Advertising, Event Management, Event Planning, Investments, Portfolio Management, Asset Allocation, Financial Analysis, PowerPoint, New Business Development, Management
Education
DePaul University 2000 — 2004
Bachelor of Sciences, Commerce; Finance/Marketing
K.C. Hustad's Morgan Stanley Smith Barney Experience January 2003 - April 2003
Job Lead Financial Analyst at AT&T
Industry Telecommunications
Experience
AT&T August 2014 - Present
Northern Trust July 2012 - June 2014
Northern Trust October 2009 - July 2012
Northern Trust July 2005 - October 2009
Deutsche Asset Management March 2004 - July 2005
Morgan Stanley Smith Barney January 2003 - April 2003
Skills
Analysis, Asset Allocation, CRM, Investments, Management, Mutual Funds, Strategy
Education
DePaul University
Bachelor of Science, Commerce
AT&T August 2014 - Present
Northern Trust July 2012 - June 2014
Northern Trust October 2009 - July 2012
Northern Trust July 2005 - October 2009
Deutsche Asset Management March 2004 - July 2005
Morgan Stanley Smith Barney January 2003 - April 2003
Skills
Analysis, Asset Allocation, CRM, Investments, Management, Mutual Funds, Strategy
Education
DePaul University
Bachelor of Science, Commerce
Terry Watkins Terry Watkins's Morgan Stanley Smith Barney Experience October 2008 - January 2011
Job Registered Sales Assistant | Chartered Retirement Planning Counselor
Industry Financial Services
Experience
Stephens Inc January 2011 - Present
Morgan Stanley Smith Barney October 2008 - January 2011
Morgan Stanley Smith Barney September 2004 - October 2008
Smith Barney January 2000 - January 2004
Banc of America Investment Services January 1991 - January 2000
Olympic Bank 1977 - 1987
Education
Everett Community College
Accounting
Danville Community College
Accounting
Stephens Inc January 2011 - Present
Morgan Stanley Smith Barney October 2008 - January 2011
Morgan Stanley Smith Barney September 2004 - October 2008
Smith Barney January 2000 - January 2004
Banc of America Investment Services January 1991 - January 2000
Olympic Bank 1977 - 1987
Education
Everett Community College
Accounting
Danville Community College
Accounting
Guy Dietrich Guy Dietrich's Morgan Stanley Smith Barney Experience 1983 - 2009
Job Fellow at Harvard University and Managing Partner at Dietrich Capital Partners
Industry Financial Services
Experience
Dietrich Capital Partners May 2012 - Present
UBS Wealth Management January 2011 - October 2012
UBS Wealth Management September 2009 - May 2012
Morgan Stanley Smith Barney 1983 - 2009
Education
Dartmouth College 1976 — 1980
BA, Government
Harvard
Harvard
Harvard
Dietrich Capital Partners May 2012 - Present
UBS Wealth Management January 2011 - October 2012
UBS Wealth Management September 2009 - May 2012
Morgan Stanley Smith Barney 1983 - 2009
Education
Dartmouth College 1976 — 1980
BA, Government
Harvard
Harvard
Harvard
Louis Donato Louis Donato's Morgan Stanley Smith Barney Experience 1986 - 1992
Job Financial Services Professional at NYLIFE Securities LLC
Industry Financial Services
Experience
New York Life Insurance Company September 2014 - Present
NYLIFE Securities LLC December 2014 - Present
Trilogy Financial Services September 2012 - September 2014
Morgan Stanley Investment Management December 2007 - April 2009
Morgan Stanley Smith Barney 1986 - 1992
Skills
Life Insurance..., 401k Rollovers, IRA Rollovers, Lifetime Income..., Business Insurance..., Retirement Planning, Estate Planning, Wealth Preservation..., Gifting Strategies
Education
CUNY Bronx Community College 1980 — 1984
New York Life Insurance Company September 2014 - Present
NYLIFE Securities LLC December 2014 - Present
Trilogy Financial Services September 2012 - September 2014
Morgan Stanley Investment Management December 2007 - April 2009
Morgan Stanley Smith Barney 1986 - 1992
Skills
Life Insurance..., 401k Rollovers, IRA Rollovers, Lifetime Income..., Business Insurance..., Retirement Planning, Estate Planning, Wealth Preservation..., Gifting Strategies
Education
CUNY Bronx Community College 1980 — 1984
Lawrence Cobrin Lawrence Cobrin's Morgan Stanley Smith Barney Experience 2006 - 2011
Job Director, CoFounder at MSPCFO
Industry Financial Services
Experience
MSPCFO October 2012 - Present
Patient Communicator January 2012 - June 2012
Morgan Stanley Smith Barney 2006 - 2011
Alverstoke 2004 - 2005
Mars & Co. 2003 - 2004
Ardshiel 2000 - 2003
Skills
Product Management, Investment Analysis, P&L responsibility, Strong Analytic Skills, P&L Management, Problem Solving, Analysis, Analytics, Business Development, Business Strategy, Competitive Analysis, Entrepreneurship, Finance, Financial Modeling, Management, Program Management, Strategy, Valuation, Investments, Consulting, Executive Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
University of Illinois at Urbana-Champaign 1992 — 1993
MS, Finance
Cornell University 1988 — 1992
BA, Physics
MSPCFO October 2012 - Present
Patient Communicator January 2012 - June 2012
Morgan Stanley Smith Barney 2006 - 2011
Alverstoke 2004 - 2005
Mars & Co. 2003 - 2004
Ardshiel 2000 - 2003
Skills
Product Management, Investment Analysis, P&L responsibility, Strong Analytic Skills, P&L Management, Problem Solving, Analysis, Analytics, Business Development, Business Strategy, Competitive Analysis, Entrepreneurship, Finance, Financial Modeling, Management, Program Management, Strategy, Valuation, Investments, Consulting, Executive Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
University of Illinois at Urbana-Champaign 1992 — 1993
MS, Finance
Cornell University 1988 — 1992
BA, Physics
William (Bill) Reeves William (Bill) Reeves's Morgan Stanley Smith Barney Experience January 2012 - March 2012
Job Senior Analyst at Treacy & Company
Industry Management Consulting
Experience
Treacy & Company July 2015 - Present
Treacy & Company August 2014 - June 2015
Willett Advisors June 2013 - August 2013
Morgan Stanley Smith Barney January 2012 - March 2012
World Wildlife Fund June 2011 - August 2011
Dartmouth College November 2010 - March 2011
Skills
Economics, Public Relations, Stata, Spanish, Research, Data Analysis, PowerPoint, Microsoft Excel, Financial Modeling, Market Research, Bloomberg, Investments, Private Equity, Portfolio Management, Microsoft Office
Education
Dartmouth College
A.B., Government
The Branson School
Diploma
Treacy & Company July 2015 - Present
Treacy & Company August 2014 - June 2015
Willett Advisors June 2013 - August 2013
Morgan Stanley Smith Barney January 2012 - March 2012
World Wildlife Fund June 2011 - August 2011
Dartmouth College November 2010 - March 2011
Skills
Economics, Public Relations, Stata, Spanish, Research, Data Analysis, PowerPoint, Microsoft Excel, Financial Modeling, Market Research, Bloomberg, Investments, Private Equity, Portfolio Management, Microsoft Office
Education
Dartmouth College
A.B., Government
The Branson School
Diploma
Geoffrey Howski Geoffrey Howski's Morgan Stanley Smith Barney Experience June 2011 - September 2011
Job Project Manager
Industry Marketing and Advertising
Experience
RMI August 2013 - Present
Power Tower, Inc. March 2013 - August 2013
Returns Management Inc. October 2012 - December 2012
Intersport April 2012 - September 2012
Intersport September 2011 - February 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Skills
Social Media, Marketing Strategy, Advertising, Marketing Communications, Social Media Marketing, Online Advertising, Microsoft Office, Marketing, Microsoft Excel, PowerPoint, Public Relations, Photoshop, Event Management, Facebook
Education
DePaul University 2008 — 2011
Marketing, Management, Sales Leadership and Entrepreneurship
University of Iowa 2007 — 2008
RMI August 2013 - Present
Power Tower, Inc. March 2013 - August 2013
Returns Management Inc. October 2012 - December 2012
Intersport April 2012 - September 2012
Intersport September 2011 - February 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Skills
Social Media, Marketing Strategy, Advertising, Marketing Communications, Social Media Marketing, Online Advertising, Microsoft Office, Marketing, Microsoft Excel, PowerPoint, Public Relations, Photoshop, Event Management, Facebook
Education
DePaul University 2008 — 2011
Marketing, Management, Sales Leadership and Entrepreneurship
University of Iowa 2007 — 2008
Jake Kinney Jake Kinney's Morgan Stanley Smith Barney Experience February 2011 - May 2011
Job Analyst at TRC Advisory
Industry Management Consulting
Experience
TRC Advisory September 2015 - Present
Avondale Strategic Partners October 2013 - September 2015
Citadel LLC July 2013 - September 2013
HBR Consulting LLC August 2011 - June 2013
Morgan Stanley Smith Barney February 2011 - May 2011
Honor Flight Chicago January 2011 - March 2011
UBS Financial Services Inc September 2010 - January 2011
Skills
Equities, Investments, Mutual Funds, Financial Analysis, Financial Modeling, Business Analysis, Data Analysis, Financial Reporting, Analysis, Risk Management, Microsoft Excel, Process Improvement, PowerPoint, Microsoft Office, Accounting, Management, Finance, Business Strategy, Private Equity, Business Valuation
Education
DePaul University 2007 — 2011
BA, Finance, Management, Cum Laude
Duluth East 2003 — 2007
TRC Advisory September 2015 - Present
Avondale Strategic Partners October 2013 - September 2015
Citadel LLC July 2013 - September 2013
HBR Consulting LLC August 2011 - June 2013
Morgan Stanley Smith Barney February 2011 - May 2011
Honor Flight Chicago January 2011 - March 2011
UBS Financial Services Inc September 2010 - January 2011
Skills
Equities, Investments, Mutual Funds, Financial Analysis, Financial Modeling, Business Analysis, Data Analysis, Financial Reporting, Analysis, Risk Management, Microsoft Excel, Process Improvement, PowerPoint, Microsoft Office, Accounting, Management, Finance, Business Strategy, Private Equity, Business Valuation
Education
DePaul University 2007 — 2011
BA, Finance, Management, Cum Laude
Duluth East 2003 — 2007
Cody Schwartz Cody Schwartz's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Senior Associate Consultant at Workday
Industry Computer Software
Experience
Workday April 2015 - Present
Workday July 2013 - March 2015
Chico State Finance Club December 2012 - June 2013
Stifel Nicolaus January 2013 - May 2013
California State University, Chico August 2011 - May 2013
Chico State Finance Club May 2012 - December 2012
Morgan Stanley Smith Barney June 2012 - August 2012
JPMorgan Chase October 2010 - May 2011
College Works Painting August 2009 - August 2010
JP Morgan Chase April 2008 - January 2010
Skills
Customer Service, Cash Handling, Banking, Customer Relations, Inventory Management, Leadership, Cash Flow, Project Management, Marketing, Social Networking, Management, Time Management, Microsoft Excel, Team Leadership, Training, Sales, Public Speaking, Finance, Recruiting, Teamwork, Cold Calling, Microsoft Word, Microsoft Office, Outlook, Fantasy Football
Education
California State University-Chico 2011 — 2013
Bachelor of Science, Business Finance
Cuesta College 2009 — 2011
GE Certification, AA, General Education, Business, Marketing, Accounting
Tesoro High School 2002 — 2006
Workday April 2015 - Present
Workday July 2013 - March 2015
Chico State Finance Club December 2012 - June 2013
Stifel Nicolaus January 2013 - May 2013
California State University, Chico August 2011 - May 2013
Chico State Finance Club May 2012 - December 2012
Morgan Stanley Smith Barney June 2012 - August 2012
JPMorgan Chase October 2010 - May 2011
College Works Painting August 2009 - August 2010
JP Morgan Chase April 2008 - January 2010
Skills
Customer Service, Cash Handling, Banking, Customer Relations, Inventory Management, Leadership, Cash Flow, Project Management, Marketing, Social Networking, Management, Time Management, Microsoft Excel, Team Leadership, Training, Sales, Public Speaking, Finance, Recruiting, Teamwork, Cold Calling, Microsoft Word, Microsoft Office, Outlook, Fantasy Football
Education
California State University-Chico 2011 — 2013
Bachelor of Science, Business Finance
Cuesta College 2009 — 2011
GE Certification, AA, General Education, Business, Marketing, Accounting
Tesoro High School 2002 — 2006
Carl Bomersback Carl Bomersback's Morgan Stanley Smith Barney Experience September 2009 - December 2009
Job Senior Associate at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services February 2015 - Present
Discover Financial Services July 2011 - February 2015
DePaul University March 2010 - November 2010
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Operations Management, Microsoft Excel, Leadership, Microsoft Office, Accounting, Customer Service
Education
DePaul University 2009 — 2010
B.S., Management, Focus in Human Resources
Discover Financial Services February 2015 - Present
Discover Financial Services July 2011 - February 2015
DePaul University March 2010 - November 2010
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Operations Management, Microsoft Excel, Leadership, Microsoft Office, Accounting, Customer Service
Education
DePaul University 2009 — 2010
B.S., Management, Focus in Human Resources
Jordan Eselevsky Jordan Eselevsky's Morgan Stanley Smith Barney Experience September 2011 - June 2012
Job Pharmacy Inventory Consultant at Target
Industry Retail
Experience
Target January 2015 - Present
Target October 2013 - January 2015
Target August 2012 - October 2013
Morgan Stanley Smith Barney September 2011 - June 2012
TNS Employee Insights June 2011 - June 2012
Prevent Child Abuse America June 2011 - August 2011
Triptrotting Inc March 2011 - June 2011
USC Ronald Tutor Campus Center, Campus Center August 2010 - January 2011
JCC Camp Chi June 2007 - August 2010
USC Global Leadership Program August 2008 - May 2009
Education
University of Southern California - Marshall School of Business 2008 — 2012
Bachelor of Science, Business Administration
Corvinus University of Budapest 2011 — 2011
Business Administration
Target January 2015 - Present
Target October 2013 - January 2015
Target August 2012 - October 2013
Morgan Stanley Smith Barney September 2011 - June 2012
TNS Employee Insights June 2011 - June 2012
Prevent Child Abuse America June 2011 - August 2011
Triptrotting Inc March 2011 - June 2011
USC Ronald Tutor Campus Center, Campus Center August 2010 - January 2011
JCC Camp Chi June 2007 - August 2010
USC Global Leadership Program August 2008 - May 2009
Education
University of Southern California - Marshall School of Business 2008 — 2012
Bachelor of Science, Business Administration
Corvinus University of Budapest 2011 — 2011
Business Administration
Bobby Grass Bobby Grass's Morgan Stanley Smith Barney Experience January 2010 - August 2012
Job Credit Acceptance, Corp Market Area Manager
Industry Automotive
Experience
Credit Acceptance November 2012 - Present
Morgan Stanley Smith Barney January 2010 - August 2012
Piper Jaffray & Company March 2006 - May 2009
Fifth Third Bancorp November 2000 - March 2006
Fifth Third Bank April 1998 - November 2000
Hansen Chrysler 1996 - 1998
Skills
Series 7, Investments, Banking, Portfolio Management, Strategic Planning, Business Planning, Risk Assessment, Automotive leasing, Serries 66, Sales Presentations, Sales Management, Underwriting, Sales, Management, Wealth Management, Loans, Sales Operations, B2B, Finance, Mergers & Acquisitions, Insurance, Selling, Credit Risk, Credit, Fixed Income, Relationship Management, Executive Management, New Business Development, Marketing, Program Management, Mortgage Lending, Financial Services, Retirement Planning, Financial Analysis, Credit Analysis, Business Development, Strategic Financial...
Education
Brentwood High 1984 — 1988
Davenport University
Accounting and Finance
Credit Acceptance November 2012 - Present
Morgan Stanley Smith Barney January 2010 - August 2012
Piper Jaffray & Company March 2006 - May 2009
Fifth Third Bancorp November 2000 - March 2006
Fifth Third Bank April 1998 - November 2000
Hansen Chrysler 1996 - 1998
Skills
Series 7, Investments, Banking, Portfolio Management, Strategic Planning, Business Planning, Risk Assessment, Automotive leasing, Serries 66, Sales Presentations, Sales Management, Underwriting, Sales, Management, Wealth Management, Loans, Sales Operations, B2B, Finance, Mergers & Acquisitions, Insurance, Selling, Credit Risk, Credit, Fixed Income, Relationship Management, Executive Management, New Business Development, Marketing, Program Management, Mortgage Lending, Financial Services, Retirement Planning, Financial Analysis, Credit Analysis, Business Development, Strategic Financial...
Education
Brentwood High 1984 — 1988
Davenport University
Accounting and Finance
Jacqueline Malacha Jacqueline Malacha's Morgan Stanley Smith Barney Experience October 2010 - April 2011
Job Corporate Event Planner at Morgan Stanley
Industry Marketing and Advertising
Experience
Morgan Stanley May 2011 - Present
Morgan Stanley Smith Barney October 2010 - April 2011
Citi Group November 2008 - January 2009
Skills
Marketing Strategy, Brand Development, Event Planning, Sales, Marketing, Email Marketing, Social Media Marketing, Social Media, Facebook, Market Research
Education
DePaul University 2008 — 2012
Bachelor of Science in Commerce, Dual Major in Marketing and Management
Morgan Stanley May 2011 - Present
Morgan Stanley Smith Barney October 2010 - April 2011
Citi Group November 2008 - January 2009
Skills
Marketing Strategy, Brand Development, Event Planning, Sales, Marketing, Email Marketing, Social Media Marketing, Social Media, Facebook, Market Research
Education
DePaul University 2008 — 2012
Bachelor of Science in Commerce, Dual Major in Marketing and Management
Donna Lovelace Donna Lovelace's Morgan Stanley Smith Barney Experience March 2007 - May 2009
Job Client Processing Associate at FM Global
Industry Insurance
Experience
FM Global October 2014 - Present
Bed Bath & Beyond August 2010 - July 2013
The Sher Group June 2012 - June 2013
Robert Half Finance & Accounting January 2012 - June 2012
UBS Financial Services May 2009 - January 2012
Morgan Stanley Smith Barney March 2007 - May 2009
Cejka Search November 2001 - March 2007
IDT February 1999 - August 2001
Skills
Microsoft Office, Excel, Word, PowerPoint, Dictaphone, Switchboard, Outlook, Microsoft Excel, Microsoft Word, Data Entry, Access, Public Speaking
Education
De Anza College
FM Global October 2014 - Present
Bed Bath & Beyond August 2010 - July 2013
The Sher Group June 2012 - June 2013
Robert Half Finance & Accounting January 2012 - June 2012
UBS Financial Services May 2009 - January 2012
Morgan Stanley Smith Barney March 2007 - May 2009
Cejka Search November 2001 - March 2007
IDT February 1999 - August 2001
Skills
Microsoft Office, Excel, Word, PowerPoint, Dictaphone, Switchboard, Outlook, Microsoft Excel, Microsoft Word, Data Entry, Access, Public Speaking
Education
De Anza College
Aamir Ukani Aamir Ukani's Morgan Stanley Smith Barney Experience January 2009 - April 2009
Job Financial Operations Manager at Aero Travel & Tours
Industry Accounting
Experience
Aero Travel & Tours Inc. March 2015 - Present
KPMG US November 2013 - February 2015
KPMG May 2011 - November 2013
Ladder Up January 2010 - April 2012
Aero Travel & Tours June 2006 - April 2011
KPMG US January 2010 - April 2010
Morgan Stanley Smith Barney January 2009 - April 2009
Obama for America June 2008 - November 2008
Skills
Accounting, Microsoft Excel, QuickBooks, Financial Analysis, PowerPoint, Microsoft Office, Financial Reporting, Financial Accounting, Account Reconciliation, Microsoft Word, Data Analysis, Outlook, Auditing, Management, Budgets, Accounts Payable, Marketing, Customer Service, Tax Preparation, Income Tax, Finance, Tax, Financial Modeling
Education
DePaul University 2006 — 2010
Bachelor's of Science, Accounting & Finance
DePaul University
Aero Travel & Tours Inc. March 2015 - Present
KPMG US November 2013 - February 2015
KPMG May 2011 - November 2013
Ladder Up January 2010 - April 2012
Aero Travel & Tours June 2006 - April 2011
KPMG US January 2010 - April 2010
Morgan Stanley Smith Barney January 2009 - April 2009
Obama for America June 2008 - November 2008
Skills
Accounting, Microsoft Excel, QuickBooks, Financial Analysis, PowerPoint, Microsoft Office, Financial Reporting, Financial Accounting, Account Reconciliation, Microsoft Word, Data Analysis, Outlook, Auditing, Management, Budgets, Accounts Payable, Marketing, Customer Service, Tax Preparation, Income Tax, Finance, Tax, Financial Modeling
Education
DePaul University 2006 — 2010
Bachelor's of Science, Accounting & Finance
DePaul University
Heather (Malone) Bischoff's Morgan Stanley Smith Barney Experience August 2010 - April 2013
Job Senior Registered Associate at UBS
Industry Financial Services
Experience
UBS December 2014 - Present
Golden Heart Senior Care of Greater Chicago April 2013 - November 2014
Morgan Stanley Smith Barney August 2010 - April 2013
Smith Barney March 2010 - August 2010
JP Morgan Chase April 2009 - March 2010
Skills
Microsoft Excel, Research, Elder Care, Alzheimer's Care, Team Management, Entrepreneurship, New Business Development, Data Management, Marketing Strategy, Microsoft Office, Public Speaking, Team Building
Education
DePaul University
B.A., Psychology - Human Development
UBS December 2014 - Present
Golden Heart Senior Care of Greater Chicago April 2013 - November 2014
Morgan Stanley Smith Barney August 2010 - April 2013
Smith Barney March 2010 - August 2010
JP Morgan Chase April 2009 - March 2010
Skills
Microsoft Excel, Research, Elder Care, Alzheimer's Care, Team Management, Entrepreneurship, New Business Development, Data Management, Marketing Strategy, Microsoft Office, Public Speaking, Team Building
Education
DePaul University
B.A., Psychology - Human Development
Jennifer Soong's Morgan Stanley Smith Barney Experience September 2007 - May 2008
Job Business Assurance Services Manager at Equinix
Industry Financial Services
Experience
Equinix March 2015 - Present
OpenTable June 2011 - February 2015
Ernst & Young October 2008 - April 2011
Morgan Stanley Smith Barney September 2007 - May 2008
Ernst & Young June 2006 - August 2006
NASA Ames Research Center January 2004 - June 2006
Skills
Accounting, PowerPoint, Risk, Compliance, Data Analysis, Excel, Outlook, Word, SOX 404, SOX Compliancy, Internal Controls, Internal Audit, Risk Management, Risk Assessment, Operational Risk, Fraud, Process Improvement, Business Process..., Financial Risk, Microsoft Excel, Microsoft Word, Salesforce.com, Leadership, Microsoft Office, Budgets, Management, Social Networking, Sarbanes-Oxley Act
Education
San Jose State University 2005 — 2008
B.S., Business Administration - Accounting, Minor in Environmental Studies
De Anza College 2004 — 2006
A.A., Business and CIS Emphasis
Lynbrook
Equinix March 2015 - Present
OpenTable June 2011 - February 2015
Ernst & Young October 2008 - April 2011
Morgan Stanley Smith Barney September 2007 - May 2008
Ernst & Young June 2006 - August 2006
NASA Ames Research Center January 2004 - June 2006
Skills
Accounting, PowerPoint, Risk, Compliance, Data Analysis, Excel, Outlook, Word, SOX 404, SOX Compliancy, Internal Controls, Internal Audit, Risk Management, Risk Assessment, Operational Risk, Fraud, Process Improvement, Business Process..., Financial Risk, Microsoft Excel, Microsoft Word, Salesforce.com, Leadership, Microsoft Office, Budgets, Management, Social Networking, Sarbanes-Oxley Act
Education
San Jose State University 2005 — 2008
B.S., Business Administration - Accounting, Minor in Environmental Studies
De Anza College 2004 — 2006
A.A., Business and CIS Emphasis
Lynbrook
Chas Ratliff Chas Ratliff's Morgan Stanley Smith Barney Experience December 2009 - January 2011
Job Financial Advisor at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan March 2011 - Present
Morgan Stanley Smith Barney December 2009 - January 2011
Top Dog Sports January 2007 - December 2009
Velocity Sports Performance August 2006 - January 2007
Velocity Sports Performance August 2005 - July 2006
Velocity Sports Performance May 2005 - July 2005
Skills
Retirement Planning, 401k Rollovers, 401k, College Savings Plans, Personal Financial..., Customer Service, Investments, Leadership, Sales, Insurance, New Business Development, Sales Management, Program Management, Strategic Planning, Finance, Series 7, Business Development, Business Strategy, Management, Training, Coaching, Marketing
Education
The University of Georgia 2002 — 2004
BS, Sport Studies
Denison University 1999 — 2001
Kentucky Country Day 1995 — 1999
J.P. Morgan March 2011 - Present
Morgan Stanley Smith Barney December 2009 - January 2011
Top Dog Sports January 2007 - December 2009
Velocity Sports Performance August 2006 - January 2007
Velocity Sports Performance August 2005 - July 2006
Velocity Sports Performance May 2005 - July 2005
Skills
Retirement Planning, 401k Rollovers, 401k, College Savings Plans, Personal Financial..., Customer Service, Investments, Leadership, Sales, Insurance, New Business Development, Sales Management, Program Management, Strategic Planning, Finance, Series 7, Business Development, Business Strategy, Management, Training, Coaching, Marketing
Education
The University of Georgia 2002 — 2004
BS, Sport Studies
Denison University 1999 — 2001
Kentucky Country Day 1995 — 1999
Kurt Graeber Kurt Graeber's Morgan Stanley Smith Barney Experience February 2010 - August 2011
Job Capital Markets at Scarsdale Equities LLC
Industry Financial Services
Experience
Scarsdale Equities LLC September 2012 - Present
Merriman Capital, Inc. September 2011 - September 2012
Morgan Stanley Smith Barney February 2010 - August 2011
Merrill Lynch April 2008 - September 2008
Prindle, Decker & Amaro June 2006 - September 2007
Education
Dartmouth College 2006 — 2009
B.A, History, Economics
Scarsdale Equities LLC September 2012 - Present
Merriman Capital, Inc. September 2011 - September 2012
Morgan Stanley Smith Barney February 2010 - August 2011
Merrill Lynch April 2008 - September 2008
Prindle, Decker & Amaro June 2006 - September 2007
Education
Dartmouth College 2006 — 2009
B.A, History, Economics
James St. Aubin James St. Aubin's Morgan Stanley Smith Barney Experience January 2000 - September 2004
Job Managing Director at HighMark Capital Management
Industry Financial Services
Experience
HighMark Capital Management January 2015 - Present
Wilshire Associates June 2008 - January 2015
Ibbotson Associates September 2004 - June 2008
Morgan Stanley Smith Barney January 2000 - September 2004
Skills
Liquid Alternatives, Asset Allocation, Investment Strategies, Asset Management, Portfolio Management, Alternative Investments, Investment Management, Due Diligence, Risk Management, Manager Research, Hedge Funds, Multi-asset, Mutual Funds, Portfolio Optimization
Education
DePaul University
BS
HighMark Capital Management January 2015 - Present
Wilshire Associates June 2008 - January 2015
Ibbotson Associates September 2004 - June 2008
Morgan Stanley Smith Barney January 2000 - September 2004
Skills
Liquid Alternatives, Asset Allocation, Investment Strategies, Asset Management, Portfolio Management, Alternative Investments, Investment Management, Due Diligence, Risk Management, Manager Research, Hedge Funds, Multi-asset, Mutual Funds, Portfolio Optimization
Education
DePaul University
BS
Karina Windel's Morgan Stanley Smith Barney Experience February 2012 - January 2013
Job Underwriter Management Liability at Argo Group
Industry Financial Services
Experience
Argo Group International Holdings, Ltd. July 2014 - Present
Aflac July 2013 - July 2014
Morgan Stanley Smith Barney February 2012 - January 2013
1237West LLC March 2010 - June 2011
Skills
Marketing, Teamwork, Customer Service, Time Management, PowerPoint, Microsoft Excel, Microsoft Office, Social Networking, Microsoft Word, Social Media, Public Speaking, Team Leadership, Leadership, Sales, Financial Analysis
Education
DePaul University 2009 — 2013
Bachelor of Science (B.S.), Finance
Argo Group International Holdings, Ltd. July 2014 - Present
Aflac July 2013 - July 2014
Morgan Stanley Smith Barney February 2012 - January 2013
1237West LLC March 2010 - June 2011
Skills
Marketing, Teamwork, Customer Service, Time Management, PowerPoint, Microsoft Excel, Microsoft Office, Social Networking, Microsoft Word, Social Media, Public Speaking, Team Leadership, Leadership, Sales, Financial Analysis
Education
DePaul University 2009 — 2013
Bachelor of Science (B.S.), Finance
David Schatz's Morgan Stanley Smith Barney Experience March 2012 - June 2012
Job Real Estate Agent at RE/MAX Premier Properties
Industry Marketing and Advertising
Experience
Humble Pen June 2013 - Present
RE/MAX Premier Properties July 2014 - Present
OCC June 2014 - September 2014
Northern Trust June 2013 - January 2014
Blue Prairie Group March 2013 - June 2013
The Sid Feldman Legacy Fund May 2011 - June 2013
A. Eicoff & Company October 2012 - February 2013
Merrill Lynch June 2012 - August 2012
Morgan Stanley Smith Barney March 2012 - June 2012
WTTW November 2011 - March 2012
Skills
Social Media, Strategic Planning, Fundraising, Statistical Data..., Marketing, Networking, Entrepreneurship, Management, Advertising, Customer Service, Competitive Analysis
Education
DePaul University 2008 — 2012
Bachelor's degree, Finance and Marketing w/ a concentration in Sales Leadership
Lincoln Park high school 2004 — 2008
Humble Pen June 2013 - Present
RE/MAX Premier Properties July 2014 - Present
OCC June 2014 - September 2014
Northern Trust June 2013 - January 2014
Blue Prairie Group March 2013 - June 2013
The Sid Feldman Legacy Fund May 2011 - June 2013
A. Eicoff & Company October 2012 - February 2013
Merrill Lynch June 2012 - August 2012
Morgan Stanley Smith Barney March 2012 - June 2012
WTTW November 2011 - March 2012
Skills
Social Media, Strategic Planning, Fundraising, Statistical Data..., Marketing, Networking, Entrepreneurship, Management, Advertising, Customer Service, Competitive Analysis
Education
DePaul University 2008 — 2012
Bachelor's degree, Finance and Marketing w/ a concentration in Sales Leadership
Lincoln Park high school 2004 — 2008
Conor Moran Conor Moran's Morgan Stanley Smith Barney Experience November 2010 - August 2011
Job Business Analyst/Sales Assistant at StateStreet Capital Advisors
Industry Venture Capital & Private Equity
Experience
StateStreet Capital Advisors September 2011 - Present
Morgan Stanley Smith Barney November 2010 - August 2011
Merrill Lynch June 2010 - August 2010
Education
DePaul University 2008 — 2011
Bachelor of Science (B.S.), Finance, General
University of Illinois at Urbana-Champaign 2007 — 2007
StateStreet Capital Advisors September 2011 - Present
Morgan Stanley Smith Barney November 2010 - August 2011
Merrill Lynch June 2010 - August 2010
Education
DePaul University 2008 — 2011
Bachelor of Science (B.S.), Finance, General
University of Illinois at Urbana-Champaign 2007 — 2007
Jason Bourgea's Morgan Stanley Smith Barney Experience April 2011 - June 2011
Job Stable Value Portfolio Analyst at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs February 2014 - Present
FD Investors July 2012 - September 2012
Endurance Lending Network July 2012 - September 2012
Morgan Stanley Smith Barney April 2011 - June 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Economics, Microsoft Excel, Microsoft Office, Microsoft Word, Research, PowerPoint, Social Media, Public Speaking, Stata, Community Outreach, Financial Analysis
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics Modified with Environmental Studies
St. Paul's School 2006 — 2008
Goldman Sachs February 2014 - Present
FD Investors July 2012 - September 2012
Endurance Lending Network July 2012 - September 2012
Morgan Stanley Smith Barney April 2011 - June 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Economics, Microsoft Excel, Microsoft Office, Microsoft Word, Research, PowerPoint, Social Media, Public Speaking, Stata, Community Outreach, Financial Analysis
Education
Dartmouth College 2009 — 2013
Bachelor of Arts (B.A.), Economics Modified with Environmental Studies
St. Paul's School 2006 — 2008
Alex Cavallo Alex Cavallo's Morgan Stanley Smith Barney Experience October 2010 - February 2011
Job Advisory Senior at EY
Industry Management Consulting
Experience
EY February 2015 - Present
Northern Trust Corporation March 2014 - January 2015
Northern Trust February 2011 - March 2014
Morgan Stanley Smith Barney October 2010 - February 2011
The Property Cartel March 2010 - July 2010
Skills
Analytical Skills, Microsoft Excel, Organization, Microsoft Word, Client Service Oriented, Internal Communications, Finance, Economics, Management, English Composition, Teaching English as a..., Marketing, Hedge Funds, Equities, Investments, Team Leadership, Fixed Income, Alternative Investments, Client Services, Valuation, Project Management
Education
Roosevelt University 2010 — 2012
Master of Business Administration (MBA), Economics
DePaul University 2005 — 2009
B.A., English
EY February 2015 - Present
Northern Trust Corporation March 2014 - January 2015
Northern Trust February 2011 - March 2014
Morgan Stanley Smith Barney October 2010 - February 2011
The Property Cartel March 2010 - July 2010
Skills
Analytical Skills, Microsoft Excel, Organization, Microsoft Word, Client Service Oriented, Internal Communications, Finance, Economics, Management, English Composition, Teaching English as a..., Marketing, Hedge Funds, Equities, Investments, Team Leadership, Fixed Income, Alternative Investments, Client Services, Valuation, Project Management
Education
Roosevelt University 2010 — 2012
Master of Business Administration (MBA), Economics
DePaul University 2005 — 2009
B.A., English
Jeremy Feldman's Morgan Stanley Smith Barney Experience June 2009 - July 2009
Job Assistant Men's Tennis Coach at Wake Forest University
Industry Sports
Experience
Wake Forest University June 2014 - Present
University of Denver July 2013 - June 2014
Wake Forest University August 2012 - July 2013
Nomura Securities July 2011 - August 2012
Bloomberg June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - July 2009
Skills
Bloomberg Terminal, Excel, Intex, Bloomberg, Equities, Financial Markets, Investments, Microsoft Excel, Trading, Mutual Funds
Education
Cornell University 2007 — 2011
Bachelor of Arts, Economics
Byram Hills High School 2002 — 2006
Wake Forest University June 2014 - Present
University of Denver July 2013 - June 2014
Wake Forest University August 2012 - July 2013
Nomura Securities July 2011 - August 2012
Bloomberg June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - July 2009
Skills
Bloomberg Terminal, Excel, Intex, Bloomberg, Equities, Financial Markets, Investments, Microsoft Excel, Trading, Mutual Funds
Education
Cornell University 2007 — 2011
Bachelor of Arts, Economics
Byram Hills High School 2002 — 2006
Catherine Apicella Barnes Catherine Apicella Barnes's Morgan Stanley Smith Barney Experience June 2005 - August 2010
Job Senior Executive Recruiter
Industry Accounting
Experience
Relativity Staffing Group, LLC. 2011 - Present
Morgan Stanley Smith Barney June 2005 - August 2010
Robert Half International May 2004 - June 2005
Education
DePaul University
Bachelor of Science, Accounting
Relativity Staffing Group, LLC. 2011 - Present
Morgan Stanley Smith Barney June 2005 - August 2010
Robert Half International May 2004 - June 2005
Education
DePaul University
Bachelor of Science, Accounting
George Moker Jarrett George Moker Jarrett's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Regional Account Manager at Marble Today
Industry Building Materials
Experience
Marble Today 2012 - Present
Ambiance North, Inc. March 2004 - Present
A1A Audio Productions LLC February 2009 - 2013
Merrill Lynch 2011 - 2012
Morgan Stanley Smith Barney 2010 - 2011
Ponte Vedra Interiors August 1997 - March 2004
CARPET IMAGE INC August 1984 - August 1997
LERNER STORES CORPORATION June 1981 - August 1984
CONSUMERS WAREHOUSE January 1980 - June 1981
Skills
Public Relations, Goal Oriented, Logistics, Publishing, Creative Solutions, Leadership, Management, Sales, Project Management, Retail, Training, Strategic Planning, New Business Development, Budgets, Team Building, Customer Service, Recruiting, Marketing, Negotiation, Sales Management, Contract Negotiation, Team Leadership, Public Speaking, Selling, Sales Operations, Account Management, Forecasting, Operations Management, Business Development, Financial Analysis, Marketing Strategy, Business Planning, Merchandising, Entrepreneurship, Insurance, Customer Satisfaction, Finance, Business Strategy, Risk Management, Analysis, Start-ups, Investments, Coaching, Small Business, Competitive Analysis, Banking, Strategic Financial..., CRM, Strategy, Series 7
Education
Florida State College at Jacksonville
Associates of Arts, Business Administration
Daytona State College 1978 — 1980
Business Administration, Accounting, Economics, Marketing
Fletcher
Marble Today 2012 - Present
Ambiance North, Inc. March 2004 - Present
A1A Audio Productions LLC February 2009 - 2013
Merrill Lynch 2011 - 2012
Morgan Stanley Smith Barney 2010 - 2011
Ponte Vedra Interiors August 1997 - March 2004
CARPET IMAGE INC August 1984 - August 1997
LERNER STORES CORPORATION June 1981 - August 1984
CONSUMERS WAREHOUSE January 1980 - June 1981
Skills
Public Relations, Goal Oriented, Logistics, Publishing, Creative Solutions, Leadership, Management, Sales, Project Management, Retail, Training, Strategic Planning, New Business Development, Budgets, Team Building, Customer Service, Recruiting, Marketing, Negotiation, Sales Management, Contract Negotiation, Team Leadership, Public Speaking, Selling, Sales Operations, Account Management, Forecasting, Operations Management, Business Development, Financial Analysis, Marketing Strategy, Business Planning, Merchandising, Entrepreneurship, Insurance, Customer Satisfaction, Finance, Business Strategy, Risk Management, Analysis, Start-ups, Investments, Coaching, Small Business, Competitive Analysis, Banking, Strategic Financial..., CRM, Strategy, Series 7
Education
Florida State College at Jacksonville
Associates of Arts, Business Administration
Daytona State College 1978 — 1980
Business Administration, Accounting, Economics, Marketing
Fletcher
Mate Valint Mate Valint's Morgan Stanley Smith Barney Experience 2007 - Present
Job at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2007 - Present
Skills
Derivatives, Fixed Income, Capital Markets, Investment Banking, Securities, Equity Derivatives, Quality Control, Process Management
Education
Corvinus University of Budapest
Master of Science (MSc)
Morgan Stanley Smith Barney 2007 - Present
Skills
Derivatives, Fixed Income, Capital Markets, Investment Banking, Securities, Equity Derivatives, Quality Control, Process Management
Education
Corvinus University of Budapest
Master of Science (MSc)
Payal Sharma Payal Sharma's Morgan Stanley Smith Barney Experience June 2010 - Present
Job Human Resources at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2010 - Present
Kotak Securities June 2008 - January 2010
Skills
Trading, Forex, Commodities, Proprietary Trading, Running, Poker, Teen Patty
Education
Delhi University 2002 — 2008
Master of Business Administration (MBA), Accounting and Finance
Morgan Stanley Smith Barney June 2010 - Present
Kotak Securities June 2008 - January 2010
Skills
Trading, Forex, Commodities, Proprietary Trading, Running, Poker, Teen Patty
Education
Delhi University 2002 — 2008
Master of Business Administration (MBA), Accounting and Finance
Jennifer Lien's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Planning Analyst at NBCUniversal, Inc.
Industry Broadcast Media
Experience
NBCUniversal, Inc. May 2013 - Present
NBCUniversal, Inc. February 2011 - May 2013
Susan Lawrence May 2008 - January 2010
Broadreach Group December 2009 - December 2009
Zampus August 2007 - September 2009
Morgan Stanley Smith Barney May 2009 - August 2009
News Corporation December 2007 - January 2008
New Line Cinema May 2007 - August 2007
Skills
Advertising, Market Research, Marketing Strategy, Marketing, Management, Business Development, Event Planning, Sales, Budgets, Time Management, Web Design, Digital Media, Human Resources, Broadcast, Media Planning, Digital Strategy, Digital Marketing, Integrated Marketing, Project Planning, Social Media Marketing, Social Media, Online Advertising, Facebook
Education
Cornell University 2006 — 2010
Bachelors of Science, Applied Economics and Management, Marketing, Strategy
NBCUniversal, Inc. May 2013 - Present
NBCUniversal, Inc. February 2011 - May 2013
Susan Lawrence May 2008 - January 2010
Broadreach Group December 2009 - December 2009
Zampus August 2007 - September 2009
Morgan Stanley Smith Barney May 2009 - August 2009
News Corporation December 2007 - January 2008
New Line Cinema May 2007 - August 2007
Skills
Advertising, Market Research, Marketing Strategy, Marketing, Management, Business Development, Event Planning, Sales, Budgets, Time Management, Web Design, Digital Media, Human Resources, Broadcast, Media Planning, Digital Strategy, Digital Marketing, Integrated Marketing, Project Planning, Social Media Marketing, Social Media, Online Advertising, Facebook
Education
Cornell University 2006 — 2010
Bachelors of Science, Applied Economics and Management, Marketing, Strategy
Lourdes Nakar Lourdes Nakar's Morgan Stanley Smith Barney Experience June 2009 - January 2012
Job Financial Services Business Analyst and Technology Consultant
Industry Information Technology and Services
Experience
Pershing, a BNY Mellon company June 2012 - Present
Morgan Stanley Smith Barney June 2009 - January 2012
Citi March 2007 - June 2009
Citi September 2006 - March 2007
TD Ameritrade January 2006 - July 2006
TD Waterhouse May 2001 - January 2006
Pershing October 1994 - May 2001
CT Corporation System (CCH - LIS) October 1990 - October 1994
Skills
Financial Services, Business Analysis, Wealth Management, Middle Office, Back Office, Strategic Roadmaps, SDLC, IT Project & Program..., Business Analytics, Data Stewardship, Cross-functional Team..., Relationship Management, IT Strategy, Analytics, Management, PMO, Project Portfolio..., Portfolio Management, CRM, Business Process, Business Intelligence, Business Process..., Business Process..., Banking, Enterprise Architecture, Project Planning, Business Requirements
Education
De La Salle University
BS
Pershing, a BNY Mellon company June 2012 - Present
Morgan Stanley Smith Barney June 2009 - January 2012
Citi March 2007 - June 2009
Citi September 2006 - March 2007
TD Ameritrade January 2006 - July 2006
TD Waterhouse May 2001 - January 2006
Pershing October 1994 - May 2001
CT Corporation System (CCH - LIS) October 1990 - October 1994
Skills
Financial Services, Business Analysis, Wealth Management, Middle Office, Back Office, Strategic Roadmaps, SDLC, IT Project & Program..., Business Analytics, Data Stewardship, Cross-functional Team..., Relationship Management, IT Strategy, Analytics, Management, PMO, Project Portfolio..., Portfolio Management, CRM, Business Process, Business Intelligence, Business Process..., Business Process..., Banking, Enterprise Architecture, Project Planning, Business Requirements
Education
De La Salle University
BS
Jake Cee Jake Cee's Morgan Stanley Smith Barney Experience September 1999 - September 2003
Job Manager, Restaurant Accounts, GrubHub Seamless
Industry Internet
Experience
GrubHub Seamless February 2012 - Present
GrubHub.com April 2011 - February 2012
GrubHub.com November 2010 - April 2011
Morgan Stanley Smith Barney September 1999 - September 2003
U.S. Consulate General (FAS), Guangzhou, PRC September 1996 - August 1999
Skills
Salesforce.com, Account Management, Sales, Cold Calling, Start-ups, Entrepreneurship, Social Media, E-commerce, Sales Management, Sales Operations, Social Media Marketing, Customer Service, Online Advertising, B2B, Team Leadership, Business Strategy, Marketing Strategy, Lead Generation, Marketing, Mergers, Direct Marketing, Social Networking, Customer Retention, Leadership, SaaS, Business Development, Market Research, Mergers & Acquisitions, Product Management, Strategic Planning, Team Management, Budgets, Retail, Customer Experience, Product Development, Direct Sales, Advertising, Contract Negotiation, CRM, Digital Marketing, Outside Sales, Analysis, Facebook, Selling, Digital Media, Negotiation, Online Marketing, Management, Selling Skills, Analytics
Education
DePaul University 2001 — 2003
MBA, Finance
State University of New York College at Plattsburgh 1992 — 1995
BA, Economics
GrubHub Seamless February 2012 - Present
GrubHub.com April 2011 - February 2012
GrubHub.com November 2010 - April 2011
Morgan Stanley Smith Barney September 1999 - September 2003
U.S. Consulate General (FAS), Guangzhou, PRC September 1996 - August 1999
Skills
Salesforce.com, Account Management, Sales, Cold Calling, Start-ups, Entrepreneurship, Social Media, E-commerce, Sales Management, Sales Operations, Social Media Marketing, Customer Service, Online Advertising, B2B, Team Leadership, Business Strategy, Marketing Strategy, Lead Generation, Marketing, Mergers, Direct Marketing, Social Networking, Customer Retention, Leadership, SaaS, Business Development, Market Research, Mergers & Acquisitions, Product Management, Strategic Planning, Team Management, Budgets, Retail, Customer Experience, Product Development, Direct Sales, Advertising, Contract Negotiation, CRM, Digital Marketing, Outside Sales, Analysis, Facebook, Selling, Digital Media, Negotiation, Online Marketing, Management, Selling Skills, Analytics
Education
DePaul University 2001 — 2003
MBA, Finance
State University of New York College at Plattsburgh 1992 — 1995
BA, Economics
Michael Scripps, MBA Michael Scripps, MBA's Morgan Stanley Smith Barney Experience February 2007 - September 2010
Job Financial Advisor, Portfolio Manager at Morgan Keegan
Industry Financial Services
Experience
Morgan Keegan September 2010 - Present
Morgan Stanley Smith Barney February 2007 - September 2010
Education
Quinlan School of Business, Loyola University Chicago 2001 — 2002
MBA, Ethics
Cranbrook Academy of Art
Loyola University New Orleans
Morgan Keegan September 2010 - Present
Morgan Stanley Smith Barney February 2007 - September 2010
Education
Quinlan School of Business, Loyola University Chicago 2001 — 2002
MBA, Ethics
Cranbrook Academy of Art
Loyola University New Orleans
Gerry Mack Gerry Mack's Morgan Stanley Smith Barney Experience October 2010 - November 2011
Job General Manager and also provide coaching for business owners and other professionals
Industry Human Resources
Experience
Deaf Services Of Palo Alto, Inc. March 2014 - Present
Executive Coach July 2013 - Present
Merrill Lynch October 2011 - March 2013
CFO for Hire August 2002 - December 2012
Morgan Stanley Smith Barney October 2010 - November 2011
Circlelink Inc January 2008 - February 2011
Agilewaves Inc January 2007 - April 2008
Sigpro September 1999 - July 2002
Stanford Consulting Group June 1999 - June 2000
CBS July 1982 - July 1996
Skills
Venture Capital, Business Planning, Budgeting, Accounting, Funding, Budgets, Business Development, CRM, Consulting, Corporate Finance, Due Diligence, Entrepreneurship, Executive Coaching, Finance, Management, Mutual Funds, Start-ups, Strategy, Strategic Planning, Business Strategy
Education
The Tuck School of Business at Dartmouth 1980 — 1982
MBA, general management, finance
Denison University 1974 — 1978
BA, Economics, English
Deaf Services Of Palo Alto, Inc. March 2014 - Present
Executive Coach July 2013 - Present
Merrill Lynch October 2011 - March 2013
CFO for Hire August 2002 - December 2012
Morgan Stanley Smith Barney October 2010 - November 2011
Circlelink Inc January 2008 - February 2011
Agilewaves Inc January 2007 - April 2008
Sigpro September 1999 - July 2002
Stanford Consulting Group June 1999 - June 2000
CBS July 1982 - July 1996
Skills
Venture Capital, Business Planning, Budgeting, Accounting, Funding, Budgets, Business Development, CRM, Consulting, Corporate Finance, Due Diligence, Entrepreneurship, Executive Coaching, Finance, Management, Mutual Funds, Start-ups, Strategy, Strategic Planning, Business Strategy
Education
The Tuck School of Business at Dartmouth 1980 — 1982
MBA, general management, finance
Denison University 1974 — 1978
BA, Economics, English
Lisa Arrigo Howland's Morgan Stanley Smith Barney Experience 2004 - 2009
Job Financial Advisor at Robert W. Baird
Industry Financial Services
Experience
Robert W. Baird June 2009 - Present
Morgan Stanley Smith Barney 2004 - 2009
Smith Barney 1998 - 2004
Old Kent Bank 1996 - 1997
Skills
Retirement Planning, Wealth Management, Asset Allocation, Investments, Finance, Strategic Financial..., Securities, Investment Strategies, Estate Planning, Asset Management, Financial Advisory, Alternative Investments, 401k, Financial Analysis
Education
Davenport University 2007 — 2010
BBA, Finance
Davenport University
AS, Business Management
East Kentwood High School 1982 — 1985
Robert W. Baird June 2009 - Present
Morgan Stanley Smith Barney 2004 - 2009
Smith Barney 1998 - 2004
Old Kent Bank 1996 - 1997
Skills
Retirement Planning, Wealth Management, Asset Allocation, Investments, Finance, Strategic Financial..., Securities, Investment Strategies, Estate Planning, Asset Management, Financial Advisory, Alternative Investments, 401k, Financial Analysis
Education
Davenport University 2007 — 2010
BBA, Finance
Davenport University
AS, Business Management
East Kentwood High School 1982 — 1985
Patrick Newman's Morgan Stanley Smith Barney Experience March 2006 - Present
Job
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2006 - Present
Accenture September 1996 - March 2006
Skills
Program Management, Strategic Planning, Operations Management, Cross-functional Team..., Project Management, Technology Integration, Equities, Financial Modeling, Banking, Financial Services, Management Consulting, Vendor Management, Business Process..., Forecasting, Product Development
Education
Cornell University 1992 — 1996
Bachelor of Science (B.S.), Engineering
Morgan Stanley Smith Barney March 2006 - Present
Accenture September 1996 - March 2006
Skills
Program Management, Strategic Planning, Operations Management, Cross-functional Team..., Project Management, Technology Integration, Equities, Financial Modeling, Banking, Financial Services, Management Consulting, Vendor Management, Business Process..., Forecasting, Product Development
Education
Cornell University 1992 — 1996
Bachelor of Science (B.S.), Engineering
Josh Skora's Morgan Stanley Smith Barney Experience August 2009 - October 2010
Job Health Care Attorney at Brown & Fortunato, P.C.
Industry Legal Services
Experience
Brown & Fortunato, P.C. June 2013 - Present
Urologix August 2010 - May 2013
Leonard, Street and Deinard December 2011 - July 2012
Robert E. Woods Professional Association October 2010 - April 2012
Morgan Stanley Smith Barney August 2009 - October 2010
UBS Financial Services March 2007 - April 2009
Skills
Wealth Management, Mergers, Private Equity, Alternative Investments, Financial Modeling, Due Diligence, Asset Managment, Investment Strategies, Financial Analysis, Portfolio Management, Investment Banking, Legal Research, Contract Negotiation, Drafting Agreements, Legal Compliance, General Corporate..., Employment Law, complia, Regulatory Affairs, Health Law, Mergers & Acquisitions, Legal Writing, Corporate Governance
Education
University of Minnesota Law School 2003 — 2006
JD, Law
Dartmouth College 1999 — 2003
BA, Government
Isidore Newman
Brown & Fortunato, P.C. June 2013 - Present
Urologix August 2010 - May 2013
Leonard, Street and Deinard December 2011 - July 2012
Robert E. Woods Professional Association October 2010 - April 2012
Morgan Stanley Smith Barney August 2009 - October 2010
UBS Financial Services March 2007 - April 2009
Skills
Wealth Management, Mergers, Private Equity, Alternative Investments, Financial Modeling, Due Diligence, Asset Managment, Investment Strategies, Financial Analysis, Portfolio Management, Investment Banking, Legal Research, Contract Negotiation, Drafting Agreements, Legal Compliance, General Corporate..., Employment Law, complia, Regulatory Affairs, Health Law, Mergers & Acquisitions, Legal Writing, Corporate Governance
Education
University of Minnesota Law School 2003 — 2006
JD, Law
Dartmouth College 1999 — 2003
BA, Government
Isidore Newman
Michael Crotty's Morgan Stanley Smith Barney Experience May 2007 - October 2013
Job Senior Vice President, Financial Advisor, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2007 - October 2013
Merrill Lynch August 1997 - May 2007
Fidelity Investments July 1994 - April 1997
Education
Dartmouth College 1990 — 1994
Christian Brothers Academy HS 1986 — 1990
Morgan Stanley Smith Barney May 2007 - October 2013
Merrill Lynch August 1997 - May 2007
Fidelity Investments July 1994 - April 1997
Education
Dartmouth College 1990 — 1994
Christian Brothers Academy HS 1986 — 1990
Laura Southerland's Morgan Stanley Smith Barney Experience January 2012 - December 2013
Job Executive Director Compensation at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Smith Barney January 2012 - December 2013
Morgan Stanley June 2010 - December 2011
Morgan Stanley May 2007 - May 2010
HSBC Securities 2006 - 2007
Skills
Business Analytics, Executive Pay, Deferred Compensation
Education
Cornell University 2002 — 2006
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Smith Barney January 2012 - December 2013
Morgan Stanley June 2010 - December 2011
Morgan Stanley May 2007 - May 2010
HSBC Securities 2006 - 2007
Skills
Business Analytics, Executive Pay, Deferred Compensation
Education
Cornell University 2002 — 2006
Elisa Hahn's Morgan Stanley Smith Barney Experience 2000 - 2001
Job Vice President,Guggenheim Partners, LLC
Industry Financial Services
Experience
Guggenheim Partners June 2014 - Present
Barclays Capital October 2012 - June 2014
State Street January 2006 - October 2012
State Street Bank 2004 - 2008
Investors Bank & Trust 2004 - 2007
Morgan Stanley Smith Barney 2000 - 2001
Skills
Management, Accounting, Internal Audit, Financial Analysis, Sarbanes-Oxley Act, Financial Services, New Business Development, Auditing, Internal Controls, CRM, Financial Reporting, Strategy
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
Suffolk University - Sawyer School of Management 2001 — 2004
Bachelor of Science (BS), Finance
Guggenheim Partners June 2014 - Present
Barclays Capital October 2012 - June 2014
State Street January 2006 - October 2012
State Street Bank 2004 - 2008
Investors Bank & Trust 2004 - 2007
Morgan Stanley Smith Barney 2000 - 2001
Skills
Management, Accounting, Internal Audit, Financial Analysis, Sarbanes-Oxley Act, Financial Services, New Business Development, Auditing, Internal Controls, CRM, Financial Reporting, Strategy
Education
D'Amore-McKim School of Business at Northeastern University 2009 — 2011
Suffolk University - Sawyer School of Management 2001 — 2004
Bachelor of Science (BS), Finance
Sherry Cai Liu, CFA's Morgan Stanley Smith Barney Experience August 1998 - May 2001
Job Senior Manager Commercial Alliance Finance at Regeneron
Industry Pharmaceuticals
Experience
Regeneron Pharmaceuticals October 2013 - Present
Warner Chilcott March 2013 - October 2013
Johnson & Johnson August 2011 - March 2013
Johnson & Johnson September 2008 - August 2011
Johnson and Johnson June 2006 - May 2008
Standard & Poor's August 2003 - April 2006
Morgan Stanley Smith Barney August 1998 - May 2001
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Corporate Finance, Strategic Financial..., Managerial Finance, Finance, Chinese, Process Improvement, Forecasting, Competitive Analysis, Business Planning, Valuation, Market Intelligence, Budgets, Leadership, Analytics, Financial Forecasting, Strategy, Strategic Planning, Analysis, Variance Analysis
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
Master of Business Administration (M.B.A.), Accounting & Finance
Dartmouth College 1995 — 1998
Bachelor's degree, Economics & Mathematics
Regeneron Pharmaceuticals October 2013 - Present
Warner Chilcott March 2013 - October 2013
Johnson & Johnson August 2011 - March 2013
Johnson & Johnson September 2008 - August 2011
Johnson and Johnson June 2006 - May 2008
Standard & Poor's August 2003 - April 2006
Morgan Stanley Smith Barney August 1998 - May 2001
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Financial Accounting, Corporate Finance, Strategic Financial..., Managerial Finance, Finance, Chinese, Process Improvement, Forecasting, Competitive Analysis, Business Planning, Valuation, Market Intelligence, Budgets, Leadership, Analytics, Financial Forecasting, Strategy, Strategic Planning, Analysis, Variance Analysis
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
Master of Business Administration (M.B.A.), Accounting & Finance
Dartmouth College 1995 — 1998
Bachelor's degree, Economics & Mathematics
Phil Insley's Morgan Stanley Smith Barney Experience May 2010 - October 2012
Job Financial Advisor at Martin/Wight & Company, LLC
Industry Financial Services
Experience
Martin/Wight & Company, LLC October 2012 - Present
Morgan Stanley Smith Barney May 2010 - October 2012
Cropper Concrete, Inc. August 2005 - March 2010
Wachovia Securities March 2002 - June 2005
Madison Trading, LLC March 2001 - March 2002
Deutsche Bank Alex. Brown Securities May 1994 - March 2001
Legg Mason November 1993 - May 1994
Education
Denison University 1989 — 1993
BA, Economics
Kent School 1985 — 1989
Kent, CT
Martin/Wight & Company, LLC October 2012 - Present
Morgan Stanley Smith Barney May 2010 - October 2012
Cropper Concrete, Inc. August 2005 - March 2010
Wachovia Securities March 2002 - June 2005
Madison Trading, LLC March 2001 - March 2002
Deutsche Bank Alex. Brown Securities May 1994 - March 2001
Legg Mason November 1993 - May 1994
Education
Denison University 1989 — 1993
BA, Economics
Kent School 1985 — 1989
Kent, CT
Laura DeSantis's Morgan Stanley Smith Barney Experience July 2009 - Present
Job Vice President, Head of Strategic Initiatives, Consulting Group Wealth Advisory Solutions at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley Smith Barney July 2009 - Present
Education
Cornell University 2005 — 2009
Morgan Stanley January 2015 - Present
Morgan Stanley Smith Barney July 2009 - Present
Education
Cornell University 2005 — 2009
Brendan Reidy's Morgan Stanley Smith Barney Experience February 2007 - February 2012
Job Vice President at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management February 2012 - May 2015
Morgan Stanley Smith Barney February 2007 - February 2012
Merrill Lynch March 2003 - February 2007
Oppenheimer & Co. Inc. March 2002 - March 2003
Pacific Growth Equities March 2001 - March 2002
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Capital Markets, Equity Trading, Fixed Income Portfolio..., Investment Strategies, Retirement Planning, Estate Planning, Series 7, Series 63, Series 66
Education
Dartmouth College 1995 — 1999
Bachelors, History
UBS Wealth Management February 2012 - May 2015
Morgan Stanley Smith Barney February 2007 - February 2012
Merrill Lynch March 2003 - February 2007
Oppenheimer & Co. Inc. March 2002 - March 2003
Pacific Growth Equities March 2001 - March 2002
Skills
Portfolio Management, Alternative Investments, Asset Allocation, Capital Markets, Equity Trading, Fixed Income Portfolio..., Investment Strategies, Retirement Planning, Estate Planning, Series 7, Series 63, Series 66
Education
Dartmouth College 1995 — 1999
Bachelors, History
Christopher Stoddard's Morgan Stanley Smith Barney Experience May 2010 - Present
Job Sr VP. Wealth mgmt. Portfolio Mgr at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2010 - Present
Smith Barney May 1995 - May 2010
Education
Christian Brothers Academy
Daniel Webster College
University of Pennsylvania
Morgan Stanley Smith Barney May 2010 - Present
Smith Barney May 1995 - May 2010
Education
Christian Brothers Academy
Daniel Webster College
University of Pennsylvania
Jennifer Hickox's Morgan Stanley Smith Barney Experience 2011 - Present
Job Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2011 - Present
MFS Investment Management October 2008 - December 2010
Ameriprise Financial Services 2007 - 2008
ESG Consulting, Inc May 2004 - February 2007
Compu-Tel August 2000 - October 2004
University of San Francisco October 1999 - January 2003
Skills
Process Improvement, Mutual Funds, Microsoft Office, Wealth Management, PMP, Applicant Tracking..., Recruiting, Software Project..., Project Management, Cross-functional Team..., Outlook, Product Management, Financial Advisory, Retirement, Investments, Team Leadership, Business Process, Program Management, Project Planning, Insurance, Finance, Leadership
Education
De Anza College
A.A., Liberal Arts
Morgan Stanley Smith Barney 2011 - Present
MFS Investment Management October 2008 - December 2010
Ameriprise Financial Services 2007 - 2008
ESG Consulting, Inc May 2004 - February 2007
Compu-Tel August 2000 - October 2004
University of San Francisco October 1999 - January 2003
Skills
Process Improvement, Mutual Funds, Microsoft Office, Wealth Management, PMP, Applicant Tracking..., Recruiting, Software Project..., Project Management, Cross-functional Team..., Outlook, Product Management, Financial Advisory, Retirement, Investments, Team Leadership, Business Process, Program Management, Project Planning, Insurance, Finance, Leadership
Education
De Anza College
A.A., Liberal Arts
Robert-Sebastian Barr's Morgan Stanley Smith Barney Experience 2005 - Present
Job Seasoned Communications & Community Affairs Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2005 - Present
Skills
Wealth Management, Portfolio Management, Fixed Income, SDLC, Banking
Education
New York University
MUP, Urban Planning/Public Administration
Emory University
BA, Pschology/Sociology
Cornell University
Morgan Stanley Smith Barney 2005 - Present
Skills
Wealth Management, Portfolio Management, Fixed Income, SDLC, Banking
Education
New York University
MUP, Urban Planning/Public Administration
Emory University
BA, Pschology/Sociology
Cornell University
Mohit Varshneya's Morgan Stanley Smith Barney Experience October 2008 - Present
Job Quality Management, Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney October 2008 - Present
Tata Consultancy Services Ltd February 2006 - September 2008
Tata Consultancy Services June 2001 - January 2006
Skills
Requirements Analysis, Global Delivery, Pre-sales, Software Project...
Education
Delhi College of Engineering 1997 — 2001
BE
Air Force Bal Bharati School
Morgan Stanley Smith Barney October 2008 - Present
Tata Consultancy Services Ltd February 2006 - September 2008
Tata Consultancy Services June 2001 - January 2006
Skills
Requirements Analysis, Global Delivery, Pre-sales, Software Project...
Education
Delhi College of Engineering 1997 — 2001
BE
Air Force Bal Bharati School
Deborah (Jones) Whittemore's Morgan Stanley Smith Barney Experience October 2008 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney October 2008 - Present
Skills
Equities, Portfolio Management, Alternative Investments, Investments
Education
Denison University 1976 — 1980
BA, Economics
Xavier University - Williams College of Business
MBA, Finance
Morgan Stanley Smith Barney October 2008 - Present
Skills
Equities, Portfolio Management, Alternative Investments, Investments
Education
Denison University 1976 — 1980
BA, Economics
Xavier University - Williams College of Business
MBA, Finance
David Pereira's Morgan Stanley Smith Barney Experience July 2007 - May 2010
Job Syndicate Fixed Income at Bradesco Securities
Industry Investment Banking
Experience
Bradesco April 2013 - Present
XEM Colombia May 2010 - March 2013
The Lisbon MBA - Católica Nova MIT Sloan January 2011 - December 2011
Efacec Ambiente, SA July 2011 - August 2011
Morgan Stanley Smith Barney July 2007 - May 2010
The Government of the Republic of Colombia August 2006 - June 2007
Goldman Sachs January 2005 - August 2006
Skills
Economics, Entrepreneurship, Strategy, Emerging Markets, Financial Analysis, Financial Modeling, Systems Thinking, Sustainability, Management Consulting, Public Speaking, Spanish, Due Diligence, Equities, Investment Banking, Capital Markets, Portfolio Management
Education
Católica / Nova / MIT Sloan 2011 — 2012
MBA, International Business
Worcester Polytechnic Institute 2006 — 2007
Post Graduate, Systems Dynamics
Dartmouth College 1999 — 2003
BA, Economics and Sociology
Chaminade High School 1995 — 1999
High School, Liberal Arts and Sciences, General Studies and Humanities, 9-12
Bradesco April 2013 - Present
XEM Colombia May 2010 - March 2013
The Lisbon MBA - Católica Nova MIT Sloan January 2011 - December 2011
Efacec Ambiente, SA July 2011 - August 2011
Morgan Stanley Smith Barney July 2007 - May 2010
The Government of the Republic of Colombia August 2006 - June 2007
Goldman Sachs January 2005 - August 2006
Skills
Economics, Entrepreneurship, Strategy, Emerging Markets, Financial Analysis, Financial Modeling, Systems Thinking, Sustainability, Management Consulting, Public Speaking, Spanish, Due Diligence, Equities, Investment Banking, Capital Markets, Portfolio Management
Education
Católica / Nova / MIT Sloan 2011 — 2012
MBA, International Business
Worcester Polytechnic Institute 2006 — 2007
Post Graduate, Systems Dynamics
Dartmouth College 1999 — 2003
BA, Economics and Sociology
Chaminade High School 1995 — 1999
High School, Liberal Arts and Sciences, General Studies and Humanities, 9-12
Chip Fauver's Morgan Stanley Smith Barney Experience April 2009 - January 2010
Job CoCOO of Global Research at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets January 2010 - Present
Morgan Stanley Smith Barney April 2009 - January 2010
JP Morgan Chase 2001 - 2008
J.P. Morgan Securities, Inc. 1983 - 2008
JPMorgan 1983 - 2008
Morgan Guaranty Trust Company July 1983 - 1987
Fidelity Union Trust Company 1979 - 1981
Skills
Equities, Equity Research, Project Management, Contract Negotiation, Financial Markets, Capital Markets, Bonds, Management, Strategy, Leadership, Investment Banking, Fixed Income, Financial Services, Hedge Funds, Business Strategy, Competitive Analysis, Mergers & Acquisitions, Asset Management, Risk Management
Education
University of Virginia - Darden Graduate School of Business Administration 1981 — 1983
MBA
Dartmouth College 1975 — 1979
BA, Economics
RBC Capital Markets January 2010 - Present
Morgan Stanley Smith Barney April 2009 - January 2010
JP Morgan Chase 2001 - 2008
J.P. Morgan Securities, Inc. 1983 - 2008
JPMorgan 1983 - 2008
Morgan Guaranty Trust Company July 1983 - 1987
Fidelity Union Trust Company 1979 - 1981
Skills
Equities, Equity Research, Project Management, Contract Negotiation, Financial Markets, Capital Markets, Bonds, Management, Strategy, Leadership, Investment Banking, Fixed Income, Financial Services, Hedge Funds, Business Strategy, Competitive Analysis, Mergers & Acquisitions, Asset Management, Risk Management
Education
University of Virginia - Darden Graduate School of Business Administration 1981 — 1983
MBA
Dartmouth College 1975 — 1979
BA, Economics
Bradley Holden's Morgan Stanley Smith Barney Experience September 2008 - July 2010
Job Assistant Vice President, Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Lynch March 2014 - Present
Wilmington Trust June 2010 - September 2013
Morgan Stanley Smith Barney September 2008 - July 2010
TD Bank Group January 2003 - September 2008
Skills
Wealth Management, Mutual Funds, Portfolio Management, Investments, Asset Allocation, Strategic Financial..., Estate Planning, ETFs, Stocks, Bonds, Financial Services, Finance, Series 7, Investment Management, Credit, Loans
Education
Delaware State University 2005 — 2006
MBA, Business Administration
University of Delaware 1998 — 2002
Political Science, Economics
Merrill Lynch March 2014 - Present
Wilmington Trust June 2010 - September 2013
Morgan Stanley Smith Barney September 2008 - July 2010
TD Bank Group January 2003 - September 2008
Skills
Wealth Management, Mutual Funds, Portfolio Management, Investments, Asset Allocation, Strategic Financial..., Estate Planning, ETFs, Stocks, Bonds, Financial Services, Finance, Series 7, Investment Management, Credit, Loans
Education
Delaware State University 2005 — 2006
MBA, Business Administration
University of Delaware 1998 — 2002
Political Science, Economics
Russell John's Morgan Stanley Smith Barney Experience August 2010 - September 2011
Job Operations Tri Parties at Barclays Capital
Industry Banking
Experience
Nomura Securities October 2013 - Present
Morgan Stanley Smith Barney August 2010 - September 2011
BNP Paribas September 2008 - December 2008
Dresdner Bank AG 2003 - 2005
Skills
Bloomberg, Banking, Trading, Settlement, Fixed Income, MBS, Back Office, Derivatives, Securities, Middle Office, Asset Management, Equities, Investment Banking, FX Options, Financial Services, Operational Risk, Financial Risk, Capital Markets, Financial Markets
Education
Daemen College 1989 — 1991
business
Nomura Securities October 2013 - Present
Morgan Stanley Smith Barney August 2010 - September 2011
BNP Paribas September 2008 - December 2008
Dresdner Bank AG 2003 - 2005
Skills
Bloomberg, Banking, Trading, Settlement, Fixed Income, MBS, Back Office, Derivatives, Securities, Middle Office, Asset Management, Equities, Investment Banking, FX Options, Financial Services, Operational Risk, Financial Risk, Capital Markets, Financial Markets
Education
Daemen College 1989 — 1991
business
Adrienn Sandori-Pap's Morgan Stanley Smith Barney Experience January 2011 - January 2014
Job Management Reporting Manager IT Finance at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley Smith Barney January 2011 - January 2014
Morgan Stanley September 2008 - January 2011
Telemedia InteracTV August 2007 - August 2008
InBev August 2006 - August 2007
Skills
Corporate Finance, Accounting, Microsoft Excel, Budget, Forecasting, Cost Variance Analysis, Expense Reports, Expense Allocation, Team Management, Team Leadership, Omega, VBA, Microsoft Office, IT Financial Management
Education
Associtation of Chartered Certified Accountants 2010 — 2013
Partly Qualified, ACCA
Budapesti Corvinus Egyetem 2001 — 2006
Master of Science (MSc), International Studies
Budapesti Corvinus Egyetem 2001 — 2006
Master of Science (MSc), European Union
Morgan Stanley January 2014 - Present
Morgan Stanley Smith Barney January 2011 - January 2014
Morgan Stanley September 2008 - January 2011
Telemedia InteracTV August 2007 - August 2008
InBev August 2006 - August 2007
Skills
Corporate Finance, Accounting, Microsoft Excel, Budget, Forecasting, Cost Variance Analysis, Expense Reports, Expense Allocation, Team Management, Team Leadership, Omega, VBA, Microsoft Office, IT Financial Management
Education
Associtation of Chartered Certified Accountants 2010 — 2013
Partly Qualified, ACCA
Budapesti Corvinus Egyetem 2001 — 2006
Master of Science (MSc), International Studies
Budapesti Corvinus Egyetem 2001 — 2006
Master of Science (MSc), European Union
Christine Winters's Morgan Stanley Smith Barney Experience April 2008 - October 2011
Job Strategeic Management Consultant at CatchTrax
Industry Information Technology and Services
Experience
CatchTrax February 2015 - Present
Brigham & LaMountain 2012 - Present
TrueBounce Inc. October 2012 - February 2015
Winters Consulting October 2011 - October 2012
Morgan Stanley Smith Barney April 2008 - October 2011
Rockland Trust 2004 - 2008
CCBT 2002 - 2004
Deloitte 1995 - 2001
State Street Bank 1989 - 1993
Skills
Retirement, Investment Management, Strategic Planning, Financial Planners, Portfolio Management, Asset Managment, Mutual Funds, Fixed Income, Investment Strategies, Investments, CRM, Banking, Wealth Management..., Finance, Wealth Management, Alternative Investments, Retirement Planning, Sales Management, Marketing, Business Development, Relationship Management, Asset Management, Strategic Financial..., Sales, Investment Advisory, Estate Planning, Asset Allocation, Management, Financial Planning
Education
D'Amore-McKim School of Business at Northeastern University 1995 — 1996
MST, Tax
Université de Reims Champagne-Ardenne 1996 — 1996
International Business/Marketing
Northeastern University 1984 — 1989
BS, Finance
CatchTrax February 2015 - Present
Brigham & LaMountain 2012 - Present
TrueBounce Inc. October 2012 - February 2015
Winters Consulting October 2011 - October 2012
Morgan Stanley Smith Barney April 2008 - October 2011
Rockland Trust 2004 - 2008
CCBT 2002 - 2004
Deloitte 1995 - 2001
State Street Bank 1989 - 1993
Skills
Retirement, Investment Management, Strategic Planning, Financial Planners, Portfolio Management, Asset Managment, Mutual Funds, Fixed Income, Investment Strategies, Investments, CRM, Banking, Wealth Management..., Finance, Wealth Management, Alternative Investments, Retirement Planning, Sales Management, Marketing, Business Development, Relationship Management, Asset Management, Strategic Financial..., Sales, Investment Advisory, Estate Planning, Asset Allocation, Management, Financial Planning
Education
D'Amore-McKim School of Business at Northeastern University 1995 — 1996
MST, Tax
Université de Reims Champagne-Ardenne 1996 — 1996
International Business/Marketing
Northeastern University 1984 — 1989
BS, Finance
Dorothy Laskowski's Morgan Stanley Smith Barney Experience November 2010 - February 2011
Job Healthcare Recruiter at Fresenius Medical Care
Industry Staffing and Recruiting
Experience
Fresenius Medical Care June 2014 - Present
Guaranteed Rate January 2014 - June 2014
Guaranteed Rate June 2012 - January 2014
CME Group October 2011 - June 2012
Addus HealthCare, Inc. January 2011 - October 2011
Morgan Stanley Smith Barney November 2010 - February 2011
Tween Brands March 2007 - August 2010
Skills
Human Resources, Leadership, Interviews, Employee Training, Training, Event Planning, Microsoft Excel, Onboarding, Employee Relations, PeopleSoft, Management, HRIS, Recruiting, Outlook, Microsoft Office, PowerPoint, Microsoft Word, Taleo, Research, Photoshop, PC Recruiter, Talent Acquisition, Databases, Talent Management, Time Management, Mortgage Lending, Hiring
Education
DePaul University 2008 — 2012
Bachelor of Science in Management, Concentrations: Human Resources & Operations Management
Fresenius Medical Care June 2014 - Present
Guaranteed Rate January 2014 - June 2014
Guaranteed Rate June 2012 - January 2014
CME Group October 2011 - June 2012
Addus HealthCare, Inc. January 2011 - October 2011
Morgan Stanley Smith Barney November 2010 - February 2011
Tween Brands March 2007 - August 2010
Skills
Human Resources, Leadership, Interviews, Employee Training, Training, Event Planning, Microsoft Excel, Onboarding, Employee Relations, PeopleSoft, Management, HRIS, Recruiting, Outlook, Microsoft Office, PowerPoint, Microsoft Word, Taleo, Research, Photoshop, PC Recruiter, Talent Acquisition, Databases, Talent Management, Time Management, Mortgage Lending, Hiring
Education
DePaul University 2008 — 2012
Bachelor of Science in Management, Concentrations: Human Resources & Operations Management
Aaron Schweitzer's Morgan Stanley Smith Barney Experience April 2011 - October 2012
Job Analyst at Goldman Small Cap Research
Industry Financial Services
Experience
Goldman Small Cap Research October 2012 - Present
Morgan Stanley Smith Barney April 2011 - October 2012
Edward Jones September 2009 - December 2010
DePaul University February 2009 - September 2009
Caterpillar Inc. March 2006 - January 2009
Caterpillar Inc. June 2005 - February 2006
Caterpillar Inc. June 2004 - May 2005
Caterpillar Inc. June 1998 - May 2004
Progressive Computing June 1996 - May 1998
Skills
Financial Analysis, Six Sigma, Product Development, Manufacturing, Research
Education
DePaul University 2006 — 2009
MBA, Finance and Marketing Electives
The Ohio State University 1991 — 1996
BS, Mechanical Engineering
Goldman Small Cap Research October 2012 - Present
Morgan Stanley Smith Barney April 2011 - October 2012
Edward Jones September 2009 - December 2010
DePaul University February 2009 - September 2009
Caterpillar Inc. March 2006 - January 2009
Caterpillar Inc. June 2005 - February 2006
Caterpillar Inc. June 2004 - May 2005
Caterpillar Inc. June 1998 - May 2004
Progressive Computing June 1996 - May 1998
Skills
Financial Analysis, Six Sigma, Product Development, Manufacturing, Research
Education
DePaul University 2006 — 2009
MBA, Finance and Marketing Electives
The Ohio State University 1991 — 1996
BS, Mechanical Engineering
Anna Lyubezny's Morgan Stanley Smith Barney Experience August 2004 - October 2004
Job Product Strategy & Innovation Project Manager at Discover Financial Services
Industry Financial Services
Experience
Discover Financial Services October 2013 - Present
Discover Financial Services February 2012 - October 2013
PricewaterhouseCoopers August 2007 - August 2011
UBS July 2006 - July 2007
Mercer Investment Consulting December 2004 - January 2006
Morgan Stanley Smith Barney August 2004 - October 2004
Cadent Financial Services / Chicago Mercantile Exchange May 2004 - July 2004
Guaranty Bank FSB July 2002 - July 2004
Skills
Finance, Financial Services, Financial Reporting, Financial Analysis, Corporate Finance, Accounting, Financial Modeling, Strategy, Sarbanes-Oxley Act, Internal Controls, Mergers, Risk Management, Business Process..., Business Analysis, Banking, Management, Process Improvement, Portfolio Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Business Administration
DePaul University 2003 — 2007
Bachelor of Science, Finance
Discover Financial Services October 2013 - Present
Discover Financial Services February 2012 - October 2013
PricewaterhouseCoopers August 2007 - August 2011
UBS July 2006 - July 2007
Mercer Investment Consulting December 2004 - January 2006
Morgan Stanley Smith Barney August 2004 - October 2004
Cadent Financial Services / Chicago Mercantile Exchange May 2004 - July 2004
Guaranty Bank FSB July 2002 - July 2004
Skills
Finance, Financial Services, Financial Reporting, Financial Analysis, Corporate Finance, Accounting, Financial Modeling, Strategy, Sarbanes-Oxley Act, Internal Controls, Mergers, Risk Management, Business Process..., Business Analysis, Banking, Management, Process Improvement, Portfolio Management
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2011 — 2013
Master of Business Administration
DePaul University 2003 — 2007
Bachelor of Science, Finance
Jack Blunt's Morgan Stanley Smith Barney Experience April 2003 - June 2013
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC June 2013 - Present
Morgan Stanley Smith Barney April 2003 - June 2013
Skills
Finance, Business Planning, Business Development, Business Strategy, Life Insurance, Long Term Care Insurance, Estate Investment..., Strategic Investment..., Wealth Strategies, Tactical Asset...
Education
Northwestern University - Kellogg School of Management 1985 — 1987
MBA, Finance
Dartmouth College 1978 — 1982
AB, Economics / Government
Wells Fargo Advisors, LLC June 2013 - Present
Morgan Stanley Smith Barney April 2003 - June 2013
Skills
Finance, Business Planning, Business Development, Business Strategy, Life Insurance, Long Term Care Insurance, Estate Investment..., Strategic Investment..., Wealth Strategies, Tactical Asset...
Education
Northwestern University - Kellogg School of Management 1985 — 1987
MBA, Finance
Dartmouth College 1978 — 1982
AB, Economics / Government
Victor Elkind's Morgan Stanley Smith Barney Experience March 1989 - August 2010
Job Managing Partner at Pairs Perfect Capital, L.L.C.
Industry Financial Services
Experience
Pairs Perfect Capital, L.L.C. October 2010 - Present
Morgan Stanley Wealth Management March 1991 - August 2010
Morgan Stanley Smith Barney March 1989 - August 2010
Skills
Equities, Investments, Trading, Alternative Investments, Asset Allocation, Wealth Management, Investment Advisory, Series 7, Investment Strategies, Hedge Funds, Mutual Funds, Wealth Management..., Fixed Income, Portfolio Management, Asset Managment, Investment Management, Series 65, Series 63, Retirement Planning, Securities, Hedging
Education
Cornell University 1963 — 1967
English
State University of New York at Stony Brook
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Pairs Perfect Capital, L.L.C. October 2010 - Present
Morgan Stanley Wealth Management March 1991 - August 2010
Morgan Stanley Smith Barney March 1989 - August 2010
Skills
Equities, Investments, Trading, Alternative Investments, Asset Allocation, Wealth Management, Investment Advisory, Series 7, Investment Strategies, Hedge Funds, Mutual Funds, Wealth Management..., Fixed Income, Portfolio Management, Asset Managment, Investment Management, Series 65, Series 63, Retirement Planning, Securities, Hedging
Education
Cornell University 1963 — 1967
English
State University of New York at Stony Brook
Bachelor of Arts (B.A.), Liberal Arts and Sciences/Liberal Studies
Dao (Daochun) Li's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Actuary at QBE North America
Industry Insurance
Experience
QBE North America June 2015 - Present
Farmers Insurance Group January 2014 - June 2015
QBE North America - through acquisition of Balboa Insurance from Bank of America June 2010 - January 2014
Bank of America June 2010 - June 2011
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
SAS, ResQ, Insurance, R, SQL, ReservePro, Loss Reserving, Ratemaking, Actuarial Science, Casualty Insurance, Workers Compensation, Predictive Modeling, Property, General Insurance, Professional Liability, VBA, Data Analysis
Education
De Anza College
Northeast Yucai School
University of California, Berkeley
Bachelor of Arts (B.A.), Applied Mathematics
University of California, Berkeley
Bachelor of Arts (B.A.), Statistics
QBE North America June 2015 - Present
Farmers Insurance Group January 2014 - June 2015
QBE North America - through acquisition of Balboa Insurance from Bank of America June 2010 - January 2014
Bank of America June 2010 - June 2011
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
SAS, ResQ, Insurance, R, SQL, ReservePro, Loss Reserving, Ratemaking, Actuarial Science, Casualty Insurance, Workers Compensation, Predictive Modeling, Property, General Insurance, Professional Liability, VBA, Data Analysis
Education
De Anza College
Northeast Yucai School
University of California, Berkeley
Bachelor of Arts (B.A.), Applied Mathematics
University of California, Berkeley
Bachelor of Arts (B.A.), Statistics
Kean Hartling's Morgan Stanley Smith Barney Experience May 2007 - August 2007
Job Investment Analyst
Industry Financial Services
Experience
Barclays August 2013 - Present
Rabobank September 2010 - July 2013
Pensam Capital, LLC May 2009 - August 2009
Morgan Stanley Smith Barney May 2007 - August 2007
Skills
Bloomberg, Financial Modeling, Portrait Photography, Capital Markets, Valuation, Investment Banking, Financial Analysis, Equities, Securitization, Microsoft Excel, Stretching, Performance Poetry, Tactical Operations, Special Situations, Emerging Markets, Corporate Finance, Investments, Risk Management, ETFs, Contemporary Dance
Education
Cornell University 2006 — 2010
Barclays August 2013 - Present
Rabobank September 2010 - July 2013
Pensam Capital, LLC May 2009 - August 2009
Morgan Stanley Smith Barney May 2007 - August 2007
Skills
Bloomberg, Financial Modeling, Portrait Photography, Capital Markets, Valuation, Investment Banking, Financial Analysis, Equities, Securitization, Microsoft Excel, Stretching, Performance Poetry, Tactical Operations, Special Situations, Emerging Markets, Corporate Finance, Investments, Risk Management, ETFs, Contemporary Dance
Education
Cornell University 2006 — 2010
Virla Hill's Morgan Stanley Smith Barney Experience November 2007 - December 2013
Job Research Associate
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2007 - December 2013
Franklin Templeton Investments January 2004 - October 2007
Jeffrey Applegate & Associates December 2002 - December 2003
Lehman Brothers July 1995 - April 2002
Skills
Data Analysis, Economics, Analysis, Microsoft Excel, Bloomberg, Investments, Equities, Research, Financial Modeling, Executive..., PowerPoint, Microsoft Word
Education
CUNY York College 1977 — 1979
Social Sciences
The Windsor School 1970 — 1974
Academics
Morgan Stanley Smith Barney November 2007 - December 2013
Franklin Templeton Investments January 2004 - October 2007
Jeffrey Applegate & Associates December 2002 - December 2003
Lehman Brothers July 1995 - April 2002
Skills
Data Analysis, Economics, Analysis, Microsoft Excel, Bloomberg, Investments, Equities, Research, Financial Modeling, Executive..., PowerPoint, Microsoft Word
Education
CUNY York College 1977 — 1979
Social Sciences
The Windsor School 1970 — 1974
Academics
Rotnem Richard's Morgan Stanley Smith Barney Experience March 1969 - Present
Job Vice PresidentWealth Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 1969 - Present
Citibank (First National City Bank) 1965 - 1969
Skills
Account Portfolio..., Equities, Fixed Income, Diversification, Retirement Planning, Personal Financial..., Life Insurance, Variable Annuities, Fixed Annuities
Education
Cornell University 1960 — 1964
Bachelor of Science (BS), Economics
The Lawrenceville School 1957 — 1960
Morgan Stanley Smith Barney March 1969 - Present
Citibank (First National City Bank) 1965 - 1969
Skills
Account Portfolio..., Equities, Fixed Income, Diversification, Retirement Planning, Personal Financial..., Life Insurance, Variable Annuities, Fixed Annuities
Education
Cornell University 1960 — 1964
Bachelor of Science (BS), Economics
The Lawrenceville School 1957 — 1960
James Varughese's Morgan Stanley Smith Barney Experience March 2010 - September 2013
Job Vice President, Senior Manager, Quality Control at Bank of America
Industry Information Technology and Services
Experience
Bank of America September 2013 - Present
MORGAN STANLEY SMITH BARNEY March 2010 - September 2013
NYK Line January 2004 - December 2009
SCHERING-PLOUGH June 2003 - December 2003
SCHERING-PLOUGH November 2002 - December 2003
BARNES & NOBLE March 2003 - June 2003
Diversified Investment Advisors January 2002 - November 2002
Skills
SDLC, Agile Methodologies, Requirements Analysis, Quality Assurance, User Acceptance Testing, Software Project..., Test Planning, Performance Testing, Software Quality..., Testing, System Testing, Quality Center, Test Automation
Education
CUNY York College
Information Systems
Cert School
PMP Training
GBP Polytechnic
Civil Engineering
Bank of America September 2013 - Present
MORGAN STANLEY SMITH BARNEY March 2010 - September 2013
NYK Line January 2004 - December 2009
SCHERING-PLOUGH June 2003 - December 2003
SCHERING-PLOUGH November 2002 - December 2003
BARNES & NOBLE March 2003 - June 2003
Diversified Investment Advisors January 2002 - November 2002
Skills
SDLC, Agile Methodologies, Requirements Analysis, Quality Assurance, User Acceptance Testing, Software Project..., Test Planning, Performance Testing, Software Quality..., Testing, System Testing, Quality Center, Test Automation
Education
CUNY York College
Information Systems
Cert School
PMP Training
GBP Polytechnic
Civil Engineering
Aly Brooks's Morgan Stanley Smith Barney Experience September 2009 - Present
Job Portfolio Management Intern at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2009 - Present
Education
DePaul University 2007 — 2011
Morgan Stanley Smith Barney September 2009 - Present
Education
DePaul University 2007 — 2011
Aleksandra Sufleta's Morgan Stanley Smith Barney Experience October 2008 - May 2011
Job Director PWM Business Unit Engagement EMEA/Asia at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley May 2011 - January 2013
Morgan Stanley Smith Barney October 2008 - May 2011
UBS September 2007 - August 2008
UBS March 2006 - September 2007
Education
DePaul University 2003 — 2007
BS, Finance
Morgan Stanley January 2013 - Present
Morgan Stanley May 2011 - January 2013
Morgan Stanley Smith Barney October 2008 - May 2011
UBS September 2007 - August 2008
UBS March 2006 - September 2007
Education
DePaul University 2003 — 2007
BS, Finance
Robert Fortier's Morgan Stanley Smith Barney Experience July 2010 - May 2012
Job Private Equity Analyst at McCarthy Capital
Industry Venture Capital & Private Equity
Experience
McCarthy Capital June 2015 - Present
First National Bank of Omaha April 2013 - May 2015
First National Bank of Omaha June 2012 - April 2013
Creighton University Portfolio Practicum August 2011 - May 2012
Morgan Stanley Smith Barney July 2010 - May 2012
Foundation for Teaching Economics July 2010 - August 2011
Skills
Investments, Bloomberg, Equities, Investment Strategies, Economics, Leadership, Morningstar
Education
Creighton University 2008 — 2012
B.S; B.A
Marmion Academy 2004 — 2008
McCarthy Capital June 2015 - Present
First National Bank of Omaha April 2013 - May 2015
First National Bank of Omaha June 2012 - April 2013
Creighton University Portfolio Practicum August 2011 - May 2012
Morgan Stanley Smith Barney July 2010 - May 2012
Foundation for Teaching Economics July 2010 - August 2011
Skills
Investments, Bloomberg, Equities, Investment Strategies, Economics, Leadership, Morningstar
Education
Creighton University 2008 — 2012
B.S; B.A
Marmion Academy 2004 — 2008
Russell Bancroft's Morgan Stanley Smith Barney Experience December 1998 - Present
Job Vice President Wealth Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 1998 - Present
Education
Cornell University 1991 — 1995
Bachelor's degree, Business Administration and Management, General
Morgan Stanley Smith Barney December 1998 - Present
Education
Cornell University 1991 — 1995
Bachelor's degree, Business Administration and Management, General
Laura Danforth's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Interactive Advertising Planning Manager at Scripps Networks Interactive
Industry Marketing and Advertising
Experience
Scripps Networks Interactive June 2014 - Present
Lake Forest Scouts August 2012 - Present
ACE November 2010 - Present
Scripps Networks Interactive Inc. August 2012 - June 2014
Scripps Networks Interactive Inc. December 2010 - August 2012
Cornell Univeristy- Campus Life Facilities June 2008 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Pro Ambitions Hockey June 2007 - August 2009
Cornell University June 2007 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Marketing, Social Media Marketing, Sales, Social Media, Microsoft Excel, Salesforce.com, Advertising, Social Networking, Fundraising, Data Analysis, PowerPoint, Public Speaking, Microsoft Office, Facebook, Research, Microsoft Word, Sales Presentations, Integrated Marketing, Public Relations, comScore, Account Management, Sales Management, Management, Project Management
Education
Cornell University 2006 — 2010
Bachelor of Science, Applied Economics and Management; Marketing
Scripps Networks Interactive June 2014 - Present
Lake Forest Scouts August 2012 - Present
ACE November 2010 - Present
Scripps Networks Interactive Inc. August 2012 - June 2014
Scripps Networks Interactive Inc. December 2010 - August 2012
Cornell Univeristy- Campus Life Facilities June 2008 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Pro Ambitions Hockey June 2007 - August 2009
Cornell University June 2007 - August 2009
Merrill Lynch June 2008 - August 2008
Skills
Marketing, Social Media Marketing, Sales, Social Media, Microsoft Excel, Salesforce.com, Advertising, Social Networking, Fundraising, Data Analysis, PowerPoint, Public Speaking, Microsoft Office, Facebook, Research, Microsoft Word, Sales Presentations, Integrated Marketing, Public Relations, comScore, Account Management, Sales Management, Management, Project Management
Education
Cornell University 2006 — 2010
Bachelor of Science, Applied Economics and Management; Marketing
Allan Milan's Morgan Stanley Smith Barney Experience June 2007 - May 2010
Job Partner at Lytle & Milan, LLC
Industry Law Practice
Experience
Lytle & Milan, LLC April 2015 - Present
Bryant Gomez and Associates, LLC June 2013 - Present
Milan Law Practice November 2012 - June 2013
Cook County Public Defender's Office May 2010 - October 2012
Cabrini Green Legal Aid May 2010 - August 2010
Morgan Stanley Smith Barney June 2007 - May 2010
Skills
Westlaw, Legal Research, Legal Writing, Litigation, Courts, Criminal Law, Legal Assistance, Lexis, Research, Appeals, Criminal Defense, Legal Issues, Personal Injury
Education
DePaul University College of Law 2009 — 2012
Doctor of Law (J.D.), Law
DePaul University 2005 — 2009
Bachelors, Finance
John Hersey High School
Lytle & Milan, LLC April 2015 - Present
Bryant Gomez and Associates, LLC June 2013 - Present
Milan Law Practice November 2012 - June 2013
Cook County Public Defender's Office May 2010 - October 2012
Cabrini Green Legal Aid May 2010 - August 2010
Morgan Stanley Smith Barney June 2007 - May 2010
Skills
Westlaw, Legal Research, Legal Writing, Litigation, Courts, Criminal Law, Legal Assistance, Lexis, Research, Appeals, Criminal Defense, Legal Issues, Personal Injury
Education
DePaul University College of Law 2009 — 2012
Doctor of Law (J.D.), Law
DePaul University 2005 — 2009
Bachelors, Finance
John Hersey High School
Emmy Battsend's Morgan Stanley Smith Barney Experience October 2010 - Present
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2010 - Present
Skills
Series 7, Series 66, 401k Rollovers, Wealth Management..., ETFs, 401k, IRAs, Finance, Financial Services, Financial Advisory, Wealth Management, Uniform Combined State..., Customer Service, Asset Allocation, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Securities, Retirement Planning, PowerPoint
Education
DePaul University 2007 — 2009
Bachelors, Finance
DePaul University
Morgan Stanley Smith Barney October 2010 - Present
Skills
Series 7, Series 66, 401k Rollovers, Wealth Management..., ETFs, 401k, IRAs, Finance, Financial Services, Financial Advisory, Wealth Management, Uniform Combined State..., Customer Service, Asset Allocation, Financial Analysis, Investments, Microsoft Excel, Microsoft Office, Microsoft Word, Mutual Funds, Securities, Retirement Planning, PowerPoint
Education
DePaul University 2007 — 2009
Bachelors, Finance
DePaul University
Ernest Azua's Morgan Stanley Smith Barney Experience May 2000 - July 2004
Job Illinois Secretary of State's Office Securities Dept.
Industry Government Administration
Experience
Illinois Secretary of State's Office - Securities Dept. November 2010 - Present
Moraine Valley Community College September 2004 - 2014
Illinois Dept. of Employment Security December 2009 - November 2010
Lab123, Inc. March 2007 - June 2008
Biosafe Medical Technologies, Inc. February 2006 - March 2007
Joliet Junior College January 2005 - October 2005
Morgan Stanley Smith Barney May 2000 - July 2004
Schroders, Inc. July 1994 - May 2000
Skills
Investments, Stockbrokerage..., Securities Regulation &..., Risk Management, Strategic Planning, Budgets, Customer Service, Microsoft Excel, Management, Asset Management, Analysis, Insurance, Leadership, Financial Analysis, Portfolio Management, Management Consulting, Strategic Financial..., Banking, Accounting
Education
DePaul University
B. A.., Management
M. Marquez Sterling Journalism School
Illinois Secretary of State's Office - Securities Dept. November 2010 - Present
Moraine Valley Community College September 2004 - 2014
Illinois Dept. of Employment Security December 2009 - November 2010
Lab123, Inc. March 2007 - June 2008
Biosafe Medical Technologies, Inc. February 2006 - March 2007
Joliet Junior College January 2005 - October 2005
Morgan Stanley Smith Barney May 2000 - July 2004
Schroders, Inc. July 1994 - May 2000
Skills
Investments, Stockbrokerage..., Securities Regulation &..., Risk Management, Strategic Planning, Budgets, Customer Service, Microsoft Excel, Management, Asset Management, Analysis, Insurance, Leadership, Financial Analysis, Portfolio Management, Management Consulting, Strategic Financial..., Banking, Accounting
Education
DePaul University
B. A.., Management
M. Marquez Sterling Journalism School
Aun Rizvi's Morgan Stanley Smith Barney Experience July 2009 - December 2009
Job Financial Analyst at Northern Trust
Industry Financial Services
Experience
Northern Trust June 2012 - Present
Scottrade June 2009 - May 2012
Morgan Stanley Smith Barney July 2009 - December 2009
Ernst and Young January 2009 - March 2009
Skills
Financial Analysis, Financial Modeling, Wealth Management, Portfolio Management, Investments, Corporate Finance, Strategic Financial..., Finance, Valuation, Financial Reporting, Accounting, Forecasting, Tax, Hyperion
Education
DePaul University
Deans list
Northern Trust June 2012 - Present
Scottrade June 2009 - May 2012
Morgan Stanley Smith Barney July 2009 - December 2009
Ernst and Young January 2009 - March 2009
Skills
Financial Analysis, Financial Modeling, Wealth Management, Portfolio Management, Investments, Corporate Finance, Strategic Financial..., Finance, Valuation, Financial Reporting, Accounting, Forecasting, Tax, Hyperion
Education
DePaul University
Deans list
Beth Pharr's Morgan Stanley Smith Barney Experience 2011 - Present
Job
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2011 - Present
Morgan Stanley Smith Barney February 2007 - June 2009
Citi Smith Barney February 2007 - June 2009
Citi Smith Barney March 2006 - February 2007
Legg Mason Wood Walker, Inc November 2003 - March 2006
Legg Mason Wood Walker, Inc November 2002 - October 2003
Skills
Series 66, Series 7, Series 9/10, Uniform Combined State..., Retirement Planning, FINRA, Asset Allocation
Education
Denison University 1995 — 1999
B.A, Mathematics
Morgan Stanley Smith Barney 2011 - Present
Morgan Stanley Smith Barney February 2007 - June 2009
Citi Smith Barney February 2007 - June 2009
Citi Smith Barney March 2006 - February 2007
Legg Mason Wood Walker, Inc November 2003 - March 2006
Legg Mason Wood Walker, Inc November 2002 - October 2003
Skills
Series 66, Series 7, Series 9/10, Uniform Combined State..., Retirement Planning, FINRA, Asset Allocation
Education
Denison University 1995 — 1999
B.A, Mathematics
Marcelis Shaw's Morgan Stanley Smith Barney Experience September 2011 - September 2012
Job Quantitative Analyst (Investment Risk) at Northern Trust Asset Management
Industry Investment Banking
Experience
Northern Trust Corporation September 2014 - Present
Northern Trust August 2013 - September 2014
Morgan Stanley Smith Barney September 2011 - September 2012
Cheevers & Company, Inc. May 2012 - August 2012
MDI Investments March 2012 - June 2012
Merrill Lynch 2011 - June 2011
Cytrade Financial March 2010 - September 2010
Skills
Financial Analysis, Financial Modeling, Fixed Income, DCF, Investments, Risk Management, Equity Valuation, Bloomberg, Quantitative Research, SAS, Equities, FactSet, Fixed Income Analysis, Municipal Bonds
Education
DePaul University 2009 — 2013
Bachelor of Science in Commerce, Finance
DePaul University 2009 — 2013
Bachelor of Science, Commerce-Finance
Northern Trust Corporation September 2014 - Present
Northern Trust August 2013 - September 2014
Morgan Stanley Smith Barney September 2011 - September 2012
Cheevers & Company, Inc. May 2012 - August 2012
MDI Investments March 2012 - June 2012
Merrill Lynch 2011 - June 2011
Cytrade Financial March 2010 - September 2010
Skills
Financial Analysis, Financial Modeling, Fixed Income, DCF, Investments, Risk Management, Equity Valuation, Bloomberg, Quantitative Research, SAS, Equities, FactSet, Fixed Income Analysis, Municipal Bonds
Education
DePaul University 2009 — 2013
Bachelor of Science in Commerce, Finance
DePaul University 2009 — 2013
Bachelor of Science, Commerce-Finance
Freddie Zagala's Morgan Stanley Smith Barney Experience January 1996 - February 2001
Job Relationship Banker at JP Morgan Chase
Industry Financial Services
Experience
SVB Financial Group January 2011 - May 2013
Silicon Valley Bank April 2001 - December 2010
Morgan Stanley Smith Barney January 1996 - February 2001
Skills
Investments, Banking, Equities, Asset Management, Securities, Portfolio Management, Accounting, Commercial Banking, Credit, Finance, Financial Services
Education
De La Salle University 1986 — 1989
BSC, Finance
De La Salle University
Bachelor of Science (B.S.), Finance and Financial Management Services
SVB Financial Group January 2011 - May 2013
Silicon Valley Bank April 2001 - December 2010
Morgan Stanley Smith Barney January 1996 - February 2001
Skills
Investments, Banking, Equities, Asset Management, Securities, Portfolio Management, Accounting, Commercial Banking, Credit, Finance, Financial Services
Education
De La Salle University 1986 — 1989
BSC, Finance
De La Salle University
Bachelor of Science (B.S.), Finance and Financial Management Services
Sam Gilliland's Morgan Stanley Smith Barney Experience March 2002 - December 2010
Job Managing Director at Fieldpoint Private Bank & Trust
Industry Financial Services
Experience
Fieldpoint Private Bank & Trust December 2010 - Present
Morgan Stanley Smith Barney March 2002 - December 2010
Deutsche Bank Alex. Brown December 1991 - March 2002
Oppenheimer & Co. December 1986 - December 1991
Bear Stearns & Co. September 1982 - December 1986
Telecomp June 1981 - September 1983
Skills
Alternative Investments, Series 7, Hedge Funds, Investments, Wealth Management, Asset Allocation, Asset Managment, Equities, Fixed Income, Securities, Mutual Funds, Series 63, Finance, Investment Banking, ETFs, Investment Strategies, Asset Management, Series 65, Financial Advisory, Investment Management, Capital Markets, Private Equity, Bloomberg
Education
Denison University 1975 — 1979
BA English, Literature and Creative Writing
The Governors Academy 1972 — 1975
High School, Liberal Arts and Sciences, General Studies and Humanities
Fieldpoint Private Bank & Trust December 2010 - Present
Morgan Stanley Smith Barney March 2002 - December 2010
Deutsche Bank Alex. Brown December 1991 - March 2002
Oppenheimer & Co. December 1986 - December 1991
Bear Stearns & Co. September 1982 - December 1986
Telecomp June 1981 - September 1983
Skills
Alternative Investments, Series 7, Hedge Funds, Investments, Wealth Management, Asset Allocation, Asset Managment, Equities, Fixed Income, Securities, Mutual Funds, Series 63, Finance, Investment Banking, ETFs, Investment Strategies, Asset Management, Series 65, Financial Advisory, Investment Management, Capital Markets, Private Equity, Bloomberg
Education
Denison University 1975 — 1979
BA English, Literature and Creative Writing
The Governors Academy 1972 — 1975
High School, Liberal Arts and Sciences, General Studies and Humanities
Howard Han's Morgan Stanley Smith Barney Experience August 2009 - December 2009
Job Actuarial Analyst at Allstate
Industry Financial Services
Experience
Allstate August 2014 - Present
Farm Bureau Financial Services April 2012 - July 2014
Munich American Reassurance Company May 2011 - November 2011
DePaul Math club April 2008 - June 2011
Morgan Stanley Smith Barney August 2009 - December 2009
Skills
SQL, Forecasting, SAS, Microsoft Suites, SAS E-Miner, Emblem, Predictive Modeling, Insurance
Education
DePaul University 2006 — 2011
Bachelor of Science, Finance and Mathematics; Actuarial Science
Allstate August 2014 - Present
Farm Bureau Financial Services April 2012 - July 2014
Munich American Reassurance Company May 2011 - November 2011
DePaul Math club April 2008 - June 2011
Morgan Stanley Smith Barney August 2009 - December 2009
Skills
SQL, Forecasting, SAS, Microsoft Suites, SAS E-Miner, Emblem, Predictive Modeling, Insurance
Education
DePaul University 2006 — 2011
Bachelor of Science, Finance and Mathematics; Actuarial Science
Bob Gosman's Morgan Stanley Smith Barney Experience December 2009 - Present
Job Independent Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2009 - Present
Morgan Stanley Smith Barney January 1996 - December 2009
Education
Dartmouth College
Master of Arts (M.A.), Geological and Earth Sciences/Geosciences
The University of Montana
Bachelor of Science (B.S.), Geology
Morgan Stanley Smith Barney December 2009 - Present
Morgan Stanley Smith Barney January 1996 - December 2009
Education
Dartmouth College
Master of Arts (M.A.), Geological and Earth Sciences/Geosciences
The University of Montana
Bachelor of Science (B.S.), Geology
Tom Alessi's Morgan Stanley Smith Barney Experience 2007 - 2009
Job Managing Partner at Platinum Wealth Partners Inc
Industry Investment Management
Experience
Platinum Wealth Partners Inc June 2011 - Present
Morgan Stanley Smith Barney 2007 - 2009
Bank of America May 1994 - February 2007
Fidelity Investments 1985 - 1989
Skills
Investments, Asset Management, Insurance, Asset, Portfolio Management, Equities, Financial Planning, Securities, Wealth Management, Wealth, Trading, Banking, Loans, Alternative Investments, Funding, Strategic Advisory, Institutional Investors, Financial Advisory, Retirement, Debt, Risk, Retirement Planning, Estate Planning, Investment Banking, Hedge Funds, Mutual Funds, Asset Allocation, Investment Strategies, Series 7, Strategy, Strategic Financial...
Education
D'Amore-McKim School of Business at Northeastern University 1987 — 1989
mba, finance
University of Massachusetts at Amherst 1981 — 1985
bs, economics
Platinum Wealth Partners Inc June 2011 - Present
Morgan Stanley Smith Barney 2007 - 2009
Bank of America May 1994 - February 2007
Fidelity Investments 1985 - 1989
Skills
Investments, Asset Management, Insurance, Asset, Portfolio Management, Equities, Financial Planning, Securities, Wealth Management, Wealth, Trading, Banking, Loans, Alternative Investments, Funding, Strategic Advisory, Institutional Investors, Financial Advisory, Retirement, Debt, Risk, Retirement Planning, Estate Planning, Investment Banking, Hedge Funds, Mutual Funds, Asset Allocation, Investment Strategies, Series 7, Strategy, Strategic Financial...
Education
D'Amore-McKim School of Business at Northeastern University 1987 — 1989
mba, finance
University of Massachusetts at Amherst 1981 — 1985
bs, economics
Brian Bristout's Morgan Stanley Smith Barney Experience January 2011 - February 2011
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
The Peak Organization, INC October 2010 - Present
Target March 2012 - September 2012
University at Albany Athletic Department September 2008 - May 2011
JP Morgan Company March 2011 - April 2011
Morgan Stanley Smith Barney January 2011 - February 2011
Institute of Nanoscale Technology and Youth Research Foundation July 2008 - July 2009
Central Parking System May 2007 - September 2007
Education
University at Albany, State University of New York 2008 — 2012
Bachelor of Arts, Psychology
CUNY New York City College of Technology 2006 — 2007
The Peak Organization, INC October 2010 - Present
Target March 2012 - September 2012
University at Albany Athletic Department September 2008 - May 2011
JP Morgan Company March 2011 - April 2011
Morgan Stanley Smith Barney January 2011 - February 2011
Institute of Nanoscale Technology and Youth Research Foundation July 2008 - July 2009
Central Parking System May 2007 - September 2007
Education
University at Albany, State University of New York 2008 — 2012
Bachelor of Arts, Psychology
CUNY New York City College of Technology 2006 — 2007
Chris Stewart , CFP's Morgan Stanley Smith Barney Experience 2000 - Present
Job Sr Vp at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2000 - Present
Oppenhiemer 1997 - 2000
Montford Associates 1995 - 1997
Education
Davidson College 1991 — 2005
BA, Economics
Marist High School
Morgan Stanley Smith Barney 2000 - Present
Oppenhiemer 1997 - 2000
Montford Associates 1995 - 1997
Education
Davidson College 1991 — 2005
BA, Economics
Marist High School
Bryan Kozoman's Morgan Stanley Smith Barney Experience April 2009 - September 2009
Job Staff Accountant at DePaul University
Industry Higher Education
Experience
DePaul University July 2014 - Present
DePaul University May 2012 - July 2014
DePaul University April 2010 - May 2012
DePaul University November 2006 - April 2010
Morgan Stanley Smith Barney April 2009 - September 2009
Bolingbrook Golf Club 2006 - 2008
Skills
PowerPoint, Excel, Word, Outlook, Microsoft Office, Accounting, Financial Reporting, Microsoft Excel, Data Analysis, Financial Analysis, Auditing, Access
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master's degree, Finance, General
DePaul University 2006 — 2010
Bachelor's Degree, Finance, Economics
Naperville North High School 2002 — 2006
Diploma, General Studies
DePaul University July 2014 - Present
DePaul University May 2012 - July 2014
DePaul University April 2010 - May 2012
DePaul University November 2006 - April 2010
Morgan Stanley Smith Barney April 2009 - September 2009
Bolingbrook Golf Club 2006 - 2008
Skills
PowerPoint, Excel, Word, Outlook, Microsoft Office, Accounting, Financial Reporting, Microsoft Excel, Data Analysis, Financial Analysis, Auditing, Access
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2010 — 2012
Master's degree, Finance, General
DePaul University 2006 — 2010
Bachelor's Degree, Finance, Economics
Naperville North High School 2002 — 2006
Diploma, General Studies
Kelly Hacker's Morgan Stanley Smith Barney Experience October 2007 - Present
Job Senior Registered Associate for Graystone Institutional Consulting at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2007 - Present
Hacker Consulting Inc 1993 - 2007
Bear Stearns 1980 - 1993
Skills
Series 7, Series 63, FINRA, Securities, Mutual Funds, Wealth Management, Uniform Combined State..., Bloomberg, Fixed Income, Asset Allocation, Investments, Alternative Investments, Series 65, Portfolio Management
Education
DePaul University
Finance, General
Morgan Stanley Smith Barney October 2007 - Present
Hacker Consulting Inc 1993 - 2007
Bear Stearns 1980 - 1993
Skills
Series 7, Series 63, FINRA, Securities, Mutual Funds, Wealth Management, Uniform Combined State..., Bloomberg, Fixed Income, Asset Allocation, Investments, Alternative Investments, Series 65, Portfolio Management
Education
DePaul University
Finance, General
Oliver Phillipson's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Student at Cornell University
Industry Financial Services
Experience
Maxim Group June 2014 - August 2014
Maxim Group June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Skills
Financial Modeling, Microsoft Office, PowerPoint, Microsoft Word, Valuation, Social Media, Financial Analysis, Microsoft Excel, Research, Teamwork, Data Analysis, Leadership, Social Networking
Education
Cornell University 2012 — 2016
Maxim Group June 2014 - August 2014
Maxim Group June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Skills
Financial Modeling, Microsoft Office, PowerPoint, Microsoft Word, Valuation, Social Media, Financial Analysis, Microsoft Excel, Research, Teamwork, Data Analysis, Leadership, Social Networking
Education
Cornell University 2012 — 2016
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.