Morgan Stanley Smith Barney
Industry: Financial services company
DescriptionMorgan Stanley Wealth Management is an American multinational financial services corporation specializing in retail brokerage. It is the wealth & asset management division of Morgan Stanley. Customer service: 00 1 801-617-9150 Assets under management: 2.05 trillion USD (2014) CEO: James P. Gorman (Jan 2012–) Headquarters: Purchase, Harrison, New York, United States Parent organization: Morgan Stanley Domestic Holdings Inc Founders: Charles D. Barney, Edward B. Smith
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Morgan Stanley Smith Barney Employees
Employee
Years
Job
Industry
Tom Kozlowski Tom Kozlowski's Morgan Stanley Smith Barney Experience January 2012 - June 2012
Job Financial Analyst Structuring at Illinois Housing Development Authority
Industry Financial Services
Experience
Illinois Housing Development Authority January 2015 - Present
Graystone Consulting at Morgan Stanley May 2013 - December 2014
Morgan Stanley Wealth Management June 2012 - April 2013
Morgan Stanley Smith Barney January 2012 - June 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Zephyr Style Advisor, Outlook, Analysis, Asset Allocation, Management, Investment Strategies, Wealth Management, Leadership, Investments, Retirement Planning, Financial Analysis, Microsoft Office
Education
DePaul University 2007 — 2011
Finance
Lane Tech College Prep 2003 — 2007
Illinois Housing Development Authority January 2015 - Present
Graystone Consulting at Morgan Stanley May 2013 - December 2014
Morgan Stanley Wealth Management June 2012 - April 2013
Morgan Stanley Smith Barney January 2012 - June 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Zephyr Style Advisor, Outlook, Analysis, Asset Allocation, Management, Investment Strategies, Wealth Management, Leadership, Investments, Retirement Planning, Financial Analysis, Microsoft Office
Education
DePaul University 2007 — 2011
Finance
Lane Tech College Prep 2003 — 2007
Victoria Mioduszewski Victoria Mioduszewski's Morgan Stanley Smith Barney Experience September 2010 - September 2011
Job Digital Analyst at Accenture Interactive
Industry Marketing and Advertising
Experience
Accenture Interactive February 2015 - Present
Performics September 2013 - January 2015
Performics June 2013 - August 2013
Grainger September 2012 - June 2013
MCHC September 2011 - April 2012
Morgan Stanley Smith Barney September 2010 - September 2011
Chicago Loop Alliance February 2010 - May 2010
Skills
Marketing Strategy, Market Research, Public Speaking, Critical Thinking, Microsoft Excel, Social Media Marketing, Conjoint Analysis, Email Marketing, Marketing Communications, Presentation Development, Brand Management, Customer Insight, Management, Business Writing, Perceptual Mapping, Sales Process, Digital Marketing, Event Planning, Creative Strategy, Marketing Management, Google Adwords, CRM databases, Sales Leads, Aprimo, Performance Based..., Copywriting, Marketing, Social Media
Education
DePaul University
Bachelor of Science (BSc), Honors Integrated Marketing Education
Accenture Interactive February 2015 - Present
Performics September 2013 - January 2015
Performics June 2013 - August 2013
Grainger September 2012 - June 2013
MCHC September 2011 - April 2012
Morgan Stanley Smith Barney September 2010 - September 2011
Chicago Loop Alliance February 2010 - May 2010
Skills
Marketing Strategy, Market Research, Public Speaking, Critical Thinking, Microsoft Excel, Social Media Marketing, Conjoint Analysis, Email Marketing, Marketing Communications, Presentation Development, Brand Management, Customer Insight, Management, Business Writing, Perceptual Mapping, Sales Process, Digital Marketing, Event Planning, Creative Strategy, Marketing Management, Google Adwords, CRM databases, Sales Leads, Aprimo, Performance Based..., Copywriting, Marketing, Social Media
Education
DePaul University
Bachelor of Science (BSc), Honors Integrated Marketing Education
Mary Lynn Dwight Mary Lynn Dwight's Morgan Stanley Smith Barney Experience February 2011 - May 2011
Job Vice President, GWIM Business Support Manager II Merrill Lynch at Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2011 - Present
Morgan Stanley Smith Barney February 2011 - May 2011
Bank of America September 2007 - December 2010
East Division June 2003 - December 2010
US Trust Private Wealth Management June 2003 - October 2007
Prudential Financial December 1981 - October 2002
Mary Lynn Dwight Con't January 1981 - October 2002
Skills
Credit, Risk Management, Financial Risk, Portfolio Management, Capital Markets, Equities, Strategic Financial..., Leadership, Investments, Wealth Management, Asset Managment, Fixed Income, Loans, Finance, Asset Management
Education
Duluth Business University
Associate's degree, Business Administration, Management and Operations
University of Minnesota Duluth
Business & journalism
Bank of America Merrill Lynch June 2011 - Present
Morgan Stanley Smith Barney February 2011 - May 2011
Bank of America September 2007 - December 2010
East Division June 2003 - December 2010
US Trust Private Wealth Management June 2003 - October 2007
Prudential Financial December 1981 - October 2002
Mary Lynn Dwight Con't January 1981 - October 2002
Skills
Credit, Risk Management, Financial Risk, Portfolio Management, Capital Markets, Equities, Strategic Financial..., Leadership, Investments, Wealth Management, Asset Managment, Fixed Income, Loans, Finance, Asset Management
Education
Duluth Business University
Associate's degree, Business Administration, Management and Operations
University of Minnesota Duluth
Business & journalism
Peter Haack III Peter Haack III's Morgan Stanley Smith Barney Experience June 2011 - September 2011
Job Enterprise Sales Associate at MSDSonline
Industry Real Estate
Experience
MSDSonline January 2015 - Present
Conlon Real Estate/Christie's International Real Estate March 2014 - Present
SWK Technologies, Inc. April 2013 - December 2013
Fisher and Shapiro Law September 2012 - April 2013
IGC Properties August 2007 - August 2012
Outerwear Outlet January 2012 - July 2012
Allstate Appraisal, L.P. March 2012 - May 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Skills
Real Estate, Copywriting, Creative Writing, Social Skills, Facebook, Persuasive Writing, Creativity, Communication, Advertising Campaign..., CRM, Social Media Marketing, Blogging, Marketing, Leadership, Advertising, Email Marketing, Sales
Education
DePaul University 2011 — 2012
Bachelors, Public Relations/Advertising
University of Iowa 2009 — 2011
MSDSonline January 2015 - Present
Conlon Real Estate/Christie's International Real Estate March 2014 - Present
SWK Technologies, Inc. April 2013 - December 2013
Fisher and Shapiro Law September 2012 - April 2013
IGC Properties August 2007 - August 2012
Outerwear Outlet January 2012 - July 2012
Allstate Appraisal, L.P. March 2012 - May 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Skills
Real Estate, Copywriting, Creative Writing, Social Skills, Facebook, Persuasive Writing, Creativity, Communication, Advertising Campaign..., CRM, Social Media Marketing, Blogging, Marketing, Leadership, Advertising, Email Marketing, Sales
Education
DePaul University 2011 — 2012
Bachelors, Public Relations/Advertising
University of Iowa 2009 — 2011
Scott McQuistan Scott McQuistan's Morgan Stanley Smith Barney Experience January 2010 - September 2011
Job Director Regional Sales Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2012 - Present
Merrill Edge September 2011 - August 2012
Morgan Stanley Smith Barney January 2010 - September 2011
Wells Fargo Financial December 2008 - January 2010
Wells Fargo Financial October 2006 - August 2008
Wells Fargo Financial December 2004 - October 2006
Skills
Marketing Strategy, Process Improvement, Investments, Financial Analysis, Credit, Strategy, Mortgage Lending, Series 7, Sales, Strategic Planning, Loans, Customer Service, Leadership, Management, Banking, Portfolio Management, Budgets
Education
Drake University 2002 — 2003
MBA, Marketing
Iowa State University 2006 — 2008
Master of Accounting, Accounting / Finance
University of Florida 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Merrill Edge August 2012 - Present
Merrill Edge September 2011 - August 2012
Morgan Stanley Smith Barney January 2010 - September 2011
Wells Fargo Financial December 2008 - January 2010
Wells Fargo Financial October 2006 - August 2008
Wells Fargo Financial December 2004 - October 2006
Skills
Marketing Strategy, Process Improvement, Investments, Financial Analysis, Credit, Strategy, Mortgage Lending, Series 7, Sales, Strategic Planning, Loans, Customer Service, Leadership, Management, Banking, Portfolio Management, Budgets
Education
Drake University 2002 — 2003
MBA, Marketing
Iowa State University 2006 — 2008
Master of Accounting, Accounting / Finance
University of Florida 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Megan Jayaraj Megan Jayaraj's Morgan Stanley Smith Barney Experience March 2008 - December 2008
Job MBA Candidate at Fuqua School of Business
Industry Online Media
Experience
Fuqua School of Business May 2014 - Present
TiE South Coast September 2012 - Present
Underground Elephant February 2012 - Present
Adconion Direct May 2011 - January 2012
Emerald Marketing Solutions May 2009 - May 2011
Smith Barney July 2009 - September 2009
Morgan Stanley Smith Barney March 2008 - December 2008
Oppenheimer Funds July 2008 - September 2008
Daily Bruin, UCLA February 2008 - June 2008
UCLA Athletics September 2006 - December 2007
Skills
Account Management, Contract Negotiation, New Business Development, Marketing Strategy, Lead Generation, Management, Online Advertising, Online Marketing, Marketing, Start-ups, Strategic Partnerships, Business Development, Strategic Planning, Sales, Project Management, Entrepreneurship, Digital Marketing, Social Media Marketing
Education
University of California, San Diego 2010 — 2010
Marketing, UCSD Extension
University of California, Los Angeles 2005 — 2009
Bachelors of Arts, Economics
University of California, Los Angeles (UCLA) 2005 — 2009
BA, Business Economics and Global Studies
La Jolla Country Day School 2001 — 2005
Duke University - The Fuqua School of Business
Duke University - The Fuqua School of Business
Duke University - The Fuqua School of Business
Fuqua School of Business May 2014 - Present
TiE South Coast September 2012 - Present
Underground Elephant February 2012 - Present
Adconion Direct May 2011 - January 2012
Emerald Marketing Solutions May 2009 - May 2011
Smith Barney July 2009 - September 2009
Morgan Stanley Smith Barney March 2008 - December 2008
Oppenheimer Funds July 2008 - September 2008
Daily Bruin, UCLA February 2008 - June 2008
UCLA Athletics September 2006 - December 2007
Skills
Account Management, Contract Negotiation, New Business Development, Marketing Strategy, Lead Generation, Management, Online Advertising, Online Marketing, Marketing, Start-ups, Strategic Partnerships, Business Development, Strategic Planning, Sales, Project Management, Entrepreneurship, Digital Marketing, Social Media Marketing
Education
University of California, San Diego 2010 — 2010
Marketing, UCSD Extension
University of California, Los Angeles 2005 — 2009
Bachelors of Arts, Economics
University of California, Los Angeles (UCLA) 2005 — 2009
BA, Business Economics and Global Studies
La Jolla Country Day School 2001 — 2005
Duke University - The Fuqua School of Business
Duke University - The Fuqua School of Business
Duke University - The Fuqua School of Business
Amir Montazery Amir Montazery's Morgan Stanley Smith Barney Experience November 2009 - June 2010
Job Lifelong Learner | Connector | Motivator
Industry Higher Education
Experience
Federal Reserve Bank of Chicago May 2015 - Present
Federal Reserve Bank of Chicago May 2014 - April 2015
DePaul University January 2014 - April 2015
Cashier Live March 2012 - February 2013
Reply.com June 2011 - September 2011
MyVacationDay February 2011 - August 2011
Morgan Stanley Smith Barney November 2009 - June 2010
Cytrade Financial October 2008 - May 2009
Skills
Data Management, Microsoft Excel, HTML, CRM, Salesforce.com, Google Adwords, Analytics, Data Analysis, Management, Project Management, Strategic Partnerships, Business Planning, Finance, Marketing, Start-ups, Leadership, PowerPoint, Customer Service, Microsoft Office
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2014
Master of Business Administration (MBA), Entrepreneurship, Business Strategy, Creativity & Innovation
University of Illinois at Chicago 2007 — 2011
Finance, Investments, Portfolio Management, Microstructure
Federal Reserve Bank of Chicago May 2015 - Present
Federal Reserve Bank of Chicago May 2014 - April 2015
DePaul University January 2014 - April 2015
Cashier Live March 2012 - February 2013
Reply.com June 2011 - September 2011
MyVacationDay February 2011 - August 2011
Morgan Stanley Smith Barney November 2009 - June 2010
Cytrade Financial October 2008 - May 2009
Skills
Data Management, Microsoft Excel, HTML, CRM, Salesforce.com, Google Adwords, Analytics, Data Analysis, Management, Project Management, Strategic Partnerships, Business Planning, Finance, Marketing, Start-ups, Leadership, PowerPoint, Customer Service, Microsoft Office
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2013 — 2014
Master of Business Administration (MBA), Entrepreneurship, Business Strategy, Creativity & Innovation
University of Illinois at Chicago 2007 — 2011
Finance, Investments, Portfolio Management, Microstructure
Chad Singer's Morgan Stanley Smith Barney Experience May 2007 - August 2007
Job System Operator I & Team Lead at FellonMcCord
Industry Oil & Energy
Experience
Fellon-McCord a Brand of Ingersoll Rand June 2014 - Present
ACES Power Marketing April 2010 - May 2014
ACES Power Marketing May 2008 - April 2010
Morgan Stanley Smith Barney May 2007 - August 2007
ACES Power Marketing May 2006 - August 2006
Skills
Commodity Markets, Financial Analysis, Data Analysis, Risk Management, Portfolio Management, Trading, Valuation, Energy, Microsoft Excel, Analysis, Accounting, Business Analysis, Customer Service, PowerPoint, Technical Analysis, Forecasting, Microsoft Office, Investments, Energy Markets, Management, PJM, Leadership, Finance, Renewable Energy, Financial Modeling, Power Generation, Electricity Markets, Hedging
Education
Indiana University - Kelley School of Business 2009 — 2013
Master of Business Administration (MBA), Finance
DePauw University 2005 — 2008
Bachelor of Arts (BA), Economics
Purdue University 2004 — 2005
Fellon-McCord a Brand of Ingersoll Rand June 2014 - Present
ACES Power Marketing April 2010 - May 2014
ACES Power Marketing May 2008 - April 2010
Morgan Stanley Smith Barney May 2007 - August 2007
ACES Power Marketing May 2006 - August 2006
Skills
Commodity Markets, Financial Analysis, Data Analysis, Risk Management, Portfolio Management, Trading, Valuation, Energy, Microsoft Excel, Analysis, Accounting, Business Analysis, Customer Service, PowerPoint, Technical Analysis, Forecasting, Microsoft Office, Investments, Energy Markets, Management, PJM, Leadership, Finance, Renewable Energy, Financial Modeling, Power Generation, Electricity Markets, Hedging
Education
Indiana University - Kelley School of Business 2009 — 2013
Master of Business Administration (MBA), Finance
DePauw University 2005 — 2008
Bachelor of Arts (BA), Economics
Purdue University 2004 — 2005
Eric Gaisford Eric Gaisford's Morgan Stanley Smith Barney Experience March 2010 - August 2011
Job Financial Advisor at Infocus Financial Solutions
Industry Financial Services
Experience
InFocus Financial Solutions, LLC September 2011 - Present
Morgan Stanley Smith Barney March 2010 - August 2011
Heim, Young & Associates, Inc. February 2005 - March 2010
Education
Drury University 2003 — 2005
Bachelor of Arts, Business Administration
InFocus Financial Solutions, LLC September 2011 - Present
Morgan Stanley Smith Barney March 2010 - August 2011
Heim, Young & Associates, Inc. February 2005 - March 2010
Education
Drury University 2003 — 2005
Bachelor of Arts, Business Administration
Ann Rieder CFP®'s Morgan Stanley Smith Barney Experience October 2009 - October 2011
Job President & Founder, Regatta Wealth Management, LLC
Industry Financial Services
Experience
VennWell LLC January 2014 - August 2015
HighTower October 2011 - December 2013
Morgan Stanley Smith Barney October 2009 - October 2011
Smith Barney October 2006 - October 2009
Smith Barney May 2004 - October 2006
Smith Barney May 2002 - May 2004
Smith Barney October 1996 - May 2002
Skills
Financial Advisory, Portfolio Management, New Business Development, Executive Management, Intergenerational..., Corporate Communications, Community Outreach, Financial Management
Education
Drake University 1992 — 1996
Bachelor's degree, Economics and Political Science
VennWell LLC January 2014 - August 2015
HighTower October 2011 - December 2013
Morgan Stanley Smith Barney October 2009 - October 2011
Smith Barney October 2006 - October 2009
Smith Barney May 2004 - October 2006
Smith Barney May 2002 - May 2004
Smith Barney October 1996 - May 2002
Skills
Financial Advisory, Portfolio Management, New Business Development, Executive Management, Intergenerational..., Corporate Communications, Community Outreach, Financial Management
Education
Drake University 1992 — 1996
Bachelor's degree, Economics and Political Science
Shaun Fischer's Morgan Stanley Smith Barney Experience July 2011 - November 2011
Job Associate Trust Advisor, Officer at PNC Wealth Management
Industry Banking
Experience
PNC September 2015 - Present
PNC February 2015 - September 2015
BCU November 2014 - January 2015
Fresenius Kabi USA June 2014 - August 2014
Lakeside Bank October 2013 - June 2014
Guaranteed Rate October 2012 - October 2013
Silvercreek Finance Corp July 2011 - October 2012
HFR Asset Management November 2011 - March 2012
Morgan Stanley Smith Barney July 2011 - November 2011
US Navy August 2003 - September 2008
Skills
Financial Analysis, Banking, Portfolio Management, Mortgage Lending, Loans, Credit, Credit Analysis, Sales, Loan Origination, Leadership, Strategic Planning, Risk Management, Management, Accounting, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Mortgage Banking, Residential Mortgages, Underwriting, Microsoft Word, Budgets, Real Estate, Investment Properties, Coaching, Business Planning, Financial Modeling, Financial Reporting, Data Analysis, Cash Flow Analysis, Tax Returns, C&I Financial Analysis, Commercial Underwriting, Sageworks Financial...
Education
DePaul University 2009 — 2012
Bachelor of Science (B.S.), Finance
Harper College 2008 — 2009
PNC September 2015 - Present
PNC February 2015 - September 2015
BCU November 2014 - January 2015
Fresenius Kabi USA June 2014 - August 2014
Lakeside Bank October 2013 - June 2014
Guaranteed Rate October 2012 - October 2013
Silvercreek Finance Corp July 2011 - October 2012
HFR Asset Management November 2011 - March 2012
Morgan Stanley Smith Barney July 2011 - November 2011
US Navy August 2003 - September 2008
Skills
Financial Analysis, Banking, Portfolio Management, Mortgage Lending, Loans, Credit, Credit Analysis, Sales, Loan Origination, Leadership, Strategic Planning, Risk Management, Management, Accounting, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Mortgage Banking, Residential Mortgages, Underwriting, Microsoft Word, Budgets, Real Estate, Investment Properties, Coaching, Business Planning, Financial Modeling, Financial Reporting, Data Analysis, Cash Flow Analysis, Tax Returns, C&I Financial Analysis, Commercial Underwriting, Sageworks Financial...
Education
DePaul University 2009 — 2012
Bachelor of Science (B.S.), Finance
Harper College 2008 — 2009
Adam Zell, CFA's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Director of Finance at Resintech
Industry Chemicals
Experience
Resintech September 2014 - Present
Gozen Yogurt - Florida 2013 - August 2014
LevelUp 2012 - 2013
Fair Value Investing 2011 - 2012
Morgan Stanley Smith Barney 2010 - 2011
Morningstar July 2008 - 2009
AIPAC June 2005 - August 2005
Education
University of Pennsylvania - The Wharton School 2012 — 2013
Corporate Finance, Financial Accounting, Gamification, Marketing, Operations Management
Duke University 2004 — 2008
BA, Political Science, Markets and Management Studies
Resintech September 2014 - Present
Gozen Yogurt - Florida 2013 - August 2014
LevelUp 2012 - 2013
Fair Value Investing 2011 - 2012
Morgan Stanley Smith Barney 2010 - 2011
Morningstar July 2008 - 2009
AIPAC June 2005 - August 2005
Education
University of Pennsylvania - The Wharton School 2012 — 2013
Corporate Finance, Financial Accounting, Gamification, Marketing, Operations Management
Duke University 2004 — 2008
BA, Political Science, Markets and Management Studies
Philip A. Mooberry's Morgan Stanley Smith Barney Experience April 2008 - April 2011
Job Managing Director/Owner
Industry Investment Management
Experience
Cadent Capital Advisors, LLC February 2012 - Present
Wymer Brownlee April 2011 - September 2012
Morgan Stanley Smith Barney April 2008 - April 2011
Mooberry Financial Group, Inc November 1997 - April 2008
Skills
Retirement Planning, Wealth Management, Financial Analysis, Estate Planning, Strategic Financial..., Investments, Portfolio Management, Mutual Funds, Investment Strategies, Equities, Risk Management, Strategic Planning, Wealth, Asset Allocation, Alternative Investments
Education
Drury University 1992 — 1995
BA, Business Administration
Cadent Capital Advisors, LLC February 2012 - Present
Wymer Brownlee April 2011 - September 2012
Morgan Stanley Smith Barney April 2008 - April 2011
Mooberry Financial Group, Inc November 1997 - April 2008
Skills
Retirement Planning, Wealth Management, Financial Analysis, Estate Planning, Strategic Financial..., Investments, Portfolio Management, Mutual Funds, Investment Strategies, Equities, Risk Management, Strategic Planning, Wealth, Asset Allocation, Alternative Investments
Education
Drury University 1992 — 1995
BA, Business Administration
Emilie Clarke's Morgan Stanley Smith Barney Experience January 2008 - February 2008
Job Proposal Analyst at PRA International
Industry Pharmaceuticals
Experience
PRA International June 2011 - July 2014
Aveda Institute Chapel Hill June 2008 - June 2011
Morgan Stanley Smith Barney January 2008 - February 2008
Home Moravian Church January 2007 - February 2007
Skills
Process Improvement, Budgets, Microsoft Excel, Financial Analysis, Data Analysis, Project Management, Project Estimation, Microsoft Office, Time Management
Education
Salem College 2006 — 2008
Bachelor of Science, Accounting, Magna Cum-Laude
East Carolina University 2005 — 2006
Dance
General Dance Education 1996 — 2012
Ballet, jazz, modern, african, pilates, yoga
PRA International June 2011 - July 2014
Aveda Institute Chapel Hill June 2008 - June 2011
Morgan Stanley Smith Barney January 2008 - February 2008
Home Moravian Church January 2007 - February 2007
Skills
Process Improvement, Budgets, Microsoft Excel, Financial Analysis, Data Analysis, Project Management, Project Estimation, Microsoft Office, Time Management
Education
Salem College 2006 — 2008
Bachelor of Science, Accounting, Magna Cum-Laude
East Carolina University 2005 — 2006
Dance
General Dance Education 1996 — 2012
Ballet, jazz, modern, african, pilates, yoga
Grant Alport Grant Alport's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job Associate at Oliver Wyman
Industry Management Consulting
Experience
Oliver Wyman August 2014 - Present
Oliver Wyman June 2013 - July 2014
Oliver Wyman February 2011 - June 2013
American Airlines July 2010 - February 2011
Duke University January 2009 - May 2010
Acción Emprenedora June 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
UBS August 2005 - August 2005
Skills
Analysis, Financial Modeling, Spanish, Airports, Strategy, Airlines, Data Analysis, Management Consulting, Quantitative Modeling, Microsoft Excel, Research, Leadership, Public Policy, Forecasting, Budgets, Finance, Financial Analysis, Network Analysis, Access, Report Drafting, PowerPoint, Quantitative Analysis, Benchmarking, Commercial Aviation, Strategy Consulting, Business Design, Business Planning, SQL
Education
Duke University 2006 — 2010
A.B. Public Policy Studies, Spanish, Economics Minor
Universidad San Pablo-CEU 2008 — 2008
European Union, Spain in the 21st Century
London School of Economics and Political Science 2007 — 2007
International Relations, Middle East History
Lincoln High School 2002 — 2006
Oliver Wyman August 2014 - Present
Oliver Wyman June 2013 - July 2014
Oliver Wyman February 2011 - June 2013
American Airlines July 2010 - February 2011
Duke University January 2009 - May 2010
Acción Emprenedora June 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
UBS August 2005 - August 2005
Skills
Analysis, Financial Modeling, Spanish, Airports, Strategy, Airlines, Data Analysis, Management Consulting, Quantitative Modeling, Microsoft Excel, Research, Leadership, Public Policy, Forecasting, Budgets, Finance, Financial Analysis, Network Analysis, Access, Report Drafting, PowerPoint, Quantitative Analysis, Benchmarking, Commercial Aviation, Strategy Consulting, Business Design, Business Planning, SQL
Education
Duke University 2006 — 2010
A.B. Public Policy Studies, Spanish, Economics Minor
Universidad San Pablo-CEU 2008 — 2008
European Union, Spain in the 21st Century
London School of Economics and Political Science 2007 — 2007
International Relations, Middle East History
Lincoln High School 2002 — 2006
Roy Caws Roy Caws's Morgan Stanley Smith Barney Experience 2007 - February 2012
Job Vice President at Fidelity Investments
Industry Investment Management
Experience
Fidelity Investments April 2012 - Present
Morgan Stanley Smith Barney 2007 - February 2012
Merrill Lynch September 1999 - December 2006
Morgan Stanley January 1988 - June 1999
Skills
ITIL, Management, Fixed Income, IT Strategy, Leadership, Risk Management, Governance, Equities, Financial Services, Strategy, IT Service Management, Wealth Management, Vendor Management
Education
Durban Institute of Technology 1976 — 1979
Fidelity Investments April 2012 - Present
Morgan Stanley Smith Barney 2007 - February 2012
Merrill Lynch September 1999 - December 2006
Morgan Stanley January 1988 - June 1999
Skills
ITIL, Management, Fixed Income, IT Strategy, Leadership, Risk Management, Governance, Equities, Financial Services, Strategy, IT Service Management, Wealth Management, Vendor Management
Education
Durban Institute of Technology 1976 — 1979
Allison O'Neal's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job Investment Banking Analyst at Aegis Energy Advisors
Industry Financial Services
Experience
Aegis Energy Advisors August 2012 - Present
Epoch Investment Partners December 2011 - August 2012
PricewaterhouseCoopers August 2010 - December 2011
UBS Investment Bank June 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Valuation, Bloomberg, Financial Modeling, Microsoft Excel, Financial Analysis, Equities, Research, Alternative Investments, Equity Research, Data Analysis, Mergers & Acquisitions, Hedge Funds, VBA, Investment Banking, Portfolio Management, Investments, Quantitative Analytics, Commodity, Mutual Funds, Finance, Bloomberg Terminal, Capital Markets, Economics, Microsoft Office, Access, Analysis, Corporate Finance, Energy Efficiency, Oil & Gas, Downstream Oil & Gas, Data Modeling
Education
Villanova University 2007 — 2010
Dual Bachelor of Arts, Economics & Statistics; International Business; French
Drew University 2006 — 2007
Economics & Statistics
Aegis Energy Advisors August 2012 - Present
Epoch Investment Partners December 2011 - August 2012
PricewaterhouseCoopers August 2010 - December 2011
UBS Investment Bank June 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Valuation, Bloomberg, Financial Modeling, Microsoft Excel, Financial Analysis, Equities, Research, Alternative Investments, Equity Research, Data Analysis, Mergers & Acquisitions, Hedge Funds, VBA, Investment Banking, Portfolio Management, Investments, Quantitative Analytics, Commodity, Mutual Funds, Finance, Bloomberg Terminal, Capital Markets, Economics, Microsoft Office, Access, Analysis, Corporate Finance, Energy Efficiency, Oil & Gas, Downstream Oil & Gas, Data Modeling
Education
Villanova University 2007 — 2010
Dual Bachelor of Arts, Economics & Statistics; International Business; French
Drew University 2006 — 2007
Economics & Statistics
Bob Chleborad, CFA Bob Chleborad, CFA's Morgan Stanley Smith Barney Experience March 2008 - November 2011
Job Financial Advisor @ UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2011 - Present
Morgan Stanley Smith Barney March 2008 - November 2011
Smith Barney February 1997 - March 2008
Skills
Series 7, Series 63, Series 65
Education
CFA Institute
CFA Charter
Drake University 1992 — 1994
MBA, International Business
Iowa State University - College of Business 1988 — 1992
BBA, Finance
UBS Financial Services November 2011 - Present
Morgan Stanley Smith Barney March 2008 - November 2011
Smith Barney February 1997 - March 2008
Skills
Series 7, Series 63, Series 65
Education
CFA Institute
CFA Charter
Drake University 1992 — 1994
MBA, International Business
Iowa State University - College of Business 1988 — 1992
BBA, Finance
Darlene Seymour Darlene Seymour's Morgan Stanley Smith Barney Experience Pensions & Legal Valuation ServicesIbbotson Associates1994 - 1996
Job Consulting Group Director of Training at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney Pensions & Legal Valuation ServicesIbbotson Associates1994 - 1996
Skills
Wealth Management, Separately Managed..., Series 7, Mutual Funds, Relationship Management, Investment Advisory, Training, Investment Strategies, Alternative Investments
Education
DePaul University College of Law 1994 — 1998
Juris Doctor
Ithaca College
Morgan Stanley Smith Barney Pensions & Legal Valuation ServicesIbbotson Associates1994 - 1996
Skills
Wealth Management, Separately Managed..., Series 7, Mutual Funds, Relationship Management, Investment Advisory, Training, Investment Strategies, Alternative Investments
Education
DePaul University College of Law 1994 — 1998
Juris Doctor
Ithaca College
Stefan Rosuck Stefan Rosuck's Morgan Stanley Smith Barney Experience July 2007 - November 2009
Job Wealth Advisor at Intelligent Investment Strategies | Portfolio Risk, Investing, Financial Planning & Hedging Strategies
Industry Financial Services
Experience
Intelligent Investment Strategies, LLC November 2009 - Present
Morgan Stanley Smith Barney July 2007 - November 2009
UBS Wealth Management November 2001 - July 2007
Skills
Wealth Management, Investment Advisory, Alternative Investments, Investments, Securities, Series 7, Retirement, Investment Strategies, Portfolio Management, Strategic Financial..., Estate Planning, Retirement Planning, Investment Management, Mergers & Acquisitions, Management, Risk Management, Financial Services, Wealth, Asset Allocation, Series 63, Uniform Combined State..., Financial Planners, Fixed Annuities, Mutual Funds, Financial Advisory, 401k
Education
Drake University 1981 — 1985
Bachelor of Arts (BA), Advertising
Intelligent Investment Strategies, LLC November 2009 - Present
Morgan Stanley Smith Barney July 2007 - November 2009
UBS Wealth Management November 2001 - July 2007
Skills
Wealth Management, Investment Advisory, Alternative Investments, Investments, Securities, Series 7, Retirement, Investment Strategies, Portfolio Management, Strategic Financial..., Estate Planning, Retirement Planning, Investment Management, Mergers & Acquisitions, Management, Risk Management, Financial Services, Wealth, Asset Allocation, Series 63, Uniform Combined State..., Financial Planners, Fixed Annuities, Mutual Funds, Financial Advisory, 401k
Education
Drake University 1981 — 1985
Bachelor of Arts (BA), Advertising
Noelle Tassey's Morgan Stanley Smith Barney Experience October 2010 - May 2011
Job Business Development and Partnerships at Zipmark Inc.
Industry Financial Services
Experience
Zipmark Inc. June 2012 - Present
DF King Worldwide February 2012 - March 2012
Capital Alpha Partners, LLC May 2011 - August 2011
Morgan Stanley Smith Barney October 2010 - May 2011
VOX Global June 2010 - August 2010
U.S. House of Representatives June 2008 - August 2008
Burson-Marsteller June 2008 - August 2008
Skills
Strategy, Payments, Equities, Equity Trading, Alternative Payments, Payment Card Processing, Quantitative Analytics, Equity Research, Invoice Finance, Research, Bloomberg, Policy Analysis, Finance
Education
New York University 2010 — 2013
Bachelor of Arts (B.A.), Abstract Problem Solving in Business and Government
Dickinson College 2009 — 2010
Bachelor of Arts (B.A.), European History
Zipmark Inc. June 2012 - Present
DF King Worldwide February 2012 - March 2012
Capital Alpha Partners, LLC May 2011 - August 2011
Morgan Stanley Smith Barney October 2010 - May 2011
VOX Global June 2010 - August 2010
U.S. House of Representatives June 2008 - August 2008
Burson-Marsteller June 2008 - August 2008
Skills
Strategy, Payments, Equities, Equity Trading, Alternative Payments, Payment Card Processing, Quantitative Analytics, Equity Research, Invoice Finance, Research, Bloomberg, Policy Analysis, Finance
Education
New York University 2010 — 2013
Bachelor of Arts (B.A.), Abstract Problem Solving in Business and Government
Dickinson College 2009 — 2010
Bachelor of Arts (B.A.), European History
Vanessa-Isabelle Chery Vanessa-Isabelle Chery's Morgan Stanley Smith Barney Experience July 2010 - December 2010
Job VP Business Change Project Manager at JPMorgan Chase
Industry Financial Services
Experience
J.P. Morgan January 2014 - Present
JPMorgan Chase March 2013 - December 2013
Barclays Capital April 2012 - September 2012
Merrill Lynch March 2011 - October 2011
Morgan Stanley Smith Barney July 2010 - December 2010
UBS Investment Bank April 2008 - August 2009
Deutsche Bank January 2006 - October 2007
MortgageIT October 2004 - December 2005
Skills
Financial Services, Investment Banking, Capital Markets, Fixed Income, Banking, Business Process, Risk Management, Project Management, Due Diligence, Mortgage Lending, Business Development, PMO Development, Finance, Asset Management, Business Analysis, Asset Managment, Loans, PMO, Management, Mergers & Acquisitions, Leadership
Education
Dowling College 2004 — 2006
MBA, Corporate Banking & Financee
Pace University 1995 — 1999
BA, Political Science & International Marketing
J.P. Morgan January 2014 - Present
JPMorgan Chase March 2013 - December 2013
Barclays Capital April 2012 - September 2012
Merrill Lynch March 2011 - October 2011
Morgan Stanley Smith Barney July 2010 - December 2010
UBS Investment Bank April 2008 - August 2009
Deutsche Bank January 2006 - October 2007
MortgageIT October 2004 - December 2005
Skills
Financial Services, Investment Banking, Capital Markets, Fixed Income, Banking, Business Process, Risk Management, Project Management, Due Diligence, Mortgage Lending, Business Development, PMO Development, Finance, Asset Management, Business Analysis, Asset Managment, Loans, PMO, Management, Mergers & Acquisitions, Leadership
Education
Dowling College 2004 — 2006
MBA, Corporate Banking & Financee
Pace University 1995 — 1999
BA, Political Science & International Marketing
Joe Purcell Joe Purcell's Morgan Stanley Smith Barney Experience July 2009 - April 2012
Job Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch April 2012 - Present
Morgan Stanley Smith Barney July 2009 - April 2012
Skills
Retirement Planning, Sales Management, Wealth Management, Salesforce.com, Series 7, Series 63
Education
Drexel University - College of Business and Administration 2008 — 2010
MBA, Investment Management
Salisbury University 2000 — 2004
Merrill Lynch April 2012 - Present
Morgan Stanley Smith Barney July 2009 - April 2012
Skills
Retirement Planning, Sales Management, Wealth Management, Salesforce.com, Series 7, Series 63
Education
Drexel University - College of Business and Administration 2008 — 2010
MBA, Investment Management
Salisbury University 2000 — 2004
Pedram Nikamal's Morgan Stanley Smith Barney Experience May 2012 - October 2012
Job Risk and Compliance Systems and Analytics (RCSA) at PwC
Industry Financial Services
Experience
PwC July 2013 - Present
Morgan Stanley Smith Barney May 2012 - October 2012
Harris Bank February 2012 - May 2012
Skills
Data Analysis, Leadership, Microsoft Excel, Finance, Management, Team Leadership, Financial Analysis, Microsoft Office, Sales, Visio, Access, Microsoft SQL Server, Banking, Account Management, Quantitative Analytics, Customer Service, Critical Thinking, Information Systems, Risk Management, Quantitative Finance, UML, HTML, UltraEdit, Tableau, SQL, AML, Compliance, Risk Assessment, Risk Analytics, QlikView, Spotfire
Education
DePaul University 2011 — 2013
Bachelor of Science (BSc), Finance and Management Information Systems
PwC July 2013 - Present
Morgan Stanley Smith Barney May 2012 - October 2012
Harris Bank February 2012 - May 2012
Skills
Data Analysis, Leadership, Microsoft Excel, Finance, Management, Team Leadership, Financial Analysis, Microsoft Office, Sales, Visio, Access, Microsoft SQL Server, Banking, Account Management, Quantitative Analytics, Customer Service, Critical Thinking, Information Systems, Risk Management, Quantitative Finance, UML, HTML, UltraEdit, Tableau, SQL, AML, Compliance, Risk Assessment, Risk Analytics, QlikView, Spotfire
Education
DePaul University 2011 — 2013
Bachelor of Science (BSc), Finance and Management Information Systems
Keith Livengood Keith Livengood's Morgan Stanley Smith Barney Experience March 1988 - April 2009
Job Accredited Wealth Manager at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott April 2009 - Present
Morgan Stanley Smith Barney March 1988 - April 2009
Burlington Industries June 1983 - April 1988
Skills
Strategic Planning, Product Management, Business Strategy, Negotiation, Retirement Planning, Investments, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Wealth, Retirement, Finance, Financial Planning, Small Business, 401k, Investment Management, Leadership
Education
University of Pennsylvania - The Wharton School 2010 — 2010
AWMA, Accredited Wealth Management
Duke University - Fuqua School of Business 1985 — 1987
MBA, Business Administration
University of North Carolina at Chapel Hill 1973 — 1977
BS, Business Administration
Janney Montgomery Scott April 2009 - Present
Morgan Stanley Smith Barney March 1988 - April 2009
Burlington Industries June 1983 - April 1988
Skills
Strategic Planning, Product Management, Business Strategy, Negotiation, Retirement Planning, Investments, Wealth Management, Strategic Financial..., Series 7, Mutual Funds, Wealth, Retirement, Finance, Financial Planning, Small Business, 401k, Investment Management, Leadership
Education
University of Pennsylvania - The Wharton School 2010 — 2010
AWMA, Accredited Wealth Management
Duke University - Fuqua School of Business 1985 — 1987
MBA, Business Administration
University of North Carolina at Chapel Hill 1973 — 1977
BS, Business Administration
Cris Colon Cris Colon's Morgan Stanley Smith Barney Experience April 2000 - Present
Job Registered Associate at Morgan Stanley Smith Barney
Industry
Experience
Morgan Stanley Smith Barney April 2000 - Present
Skills
Series 63, Series 7, Mutual Funds
Education
Dominican College of Blauvelt
Bachelor of Arts (BA), Social Sciences
Cardinal Hayes Memorial H.S.
Morgan Stanley Smith Barney April 2000 - Present
Skills
Series 63, Series 7, Mutual Funds
Education
Dominican College of Blauvelt
Bachelor of Arts (BA), Social Sciences
Cardinal Hayes Memorial H.S.
Duane Siebert Duane Siebert's Morgan Stanley Smith Barney Experience February 1984 - April 1985
Job CEO/Founder TonerRefillKits.com
Industry Computer Hardware
Experience
TonerRefillKits.com January 1986 - Present
WarRoom Mastermind 2009 - 2013
E.F. Hutton October 1984 - May 1986
Chicago Board Options Exchange May 1984 - December 1985
Morgan Stanley Smith Barney February 1984 - April 1985
Merrill Lynch January 1980 - October 1984
Racal-Telesystems May 1982 - December 1983
Skills
Internet Marketing, Internet Presence Mgmt., Social Networking..., SEO, PPC, Entrepreneur, Small Business, Viral Marketing, Entrepreneurship, Web Marketing, Online Social Networking, SEM
Education
Northwestern University 1980 — 1982
Still none!, Advertising, Marketing, Mathematics
DePauw University 1973 — 1977
No degree (tons of hours in courses I was interested in!), Economics, Physics, Accounting
DeKalb High School 1969 — 1972
DeKalb High School didn't award degrees, Liberal Arts and Sciences/Liberal Studies
TonerRefillKits.com January 1986 - Present
WarRoom Mastermind 2009 - 2013
E.F. Hutton October 1984 - May 1986
Chicago Board Options Exchange May 1984 - December 1985
Morgan Stanley Smith Barney February 1984 - April 1985
Merrill Lynch January 1980 - October 1984
Racal-Telesystems May 1982 - December 1983
Skills
Internet Marketing, Internet Presence Mgmt., Social Networking..., SEO, PPC, Entrepreneur, Small Business, Viral Marketing, Entrepreneurship, Web Marketing, Online Social Networking, SEM
Education
Northwestern University 1980 — 1982
Still none!, Advertising, Marketing, Mathematics
DePauw University 1973 — 1977
No degree (tons of hours in courses I was interested in!), Economics, Physics, Accounting
DeKalb High School 1969 — 1972
DeKalb High School didn't award degrees, Liberal Arts and Sciences/Liberal Studies
William Schultz, CFP®, CRC William Schultz, CFP®, CRC's Morgan Stanley Smith Barney Experience 2001 - 2003
Job Vice President Investment Officer, Branch Supervisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2003 - Present
Morgan Stanley Smith Barney 2001 - 2003
HR Logic 2000 - 2001
Ecolab 1995 - 2000
Fidelity Bond and Mortgage 1986 - 1987
Skills
Retirement Planning, Investments, Mutual Funds, Finance, Employee Benefits, 401k, New Business Development, Insurance, Life Insurance, Fixed Annuities, Small Business, Public Speaking, Financial Analysis, Qualified Retirement..., Insurance Planning, Financial Planners
Education
Drexel University 1981 — 1986
Drexel University - LeBow College of Business 1981 — 1986
Marketing, Finance
Haverford High School 1977 — 1981
Wells Fargo Advisors, LLC April 2003 - Present
Morgan Stanley Smith Barney 2001 - 2003
HR Logic 2000 - 2001
Ecolab 1995 - 2000
Fidelity Bond and Mortgage 1986 - 1987
Skills
Retirement Planning, Investments, Mutual Funds, Finance, Employee Benefits, 401k, New Business Development, Insurance, Life Insurance, Fixed Annuities, Small Business, Public Speaking, Financial Analysis, Qualified Retirement..., Insurance Planning, Financial Planners
Education
Drexel University 1981 — 1986
Drexel University - LeBow College of Business 1981 — 1986
Marketing, Finance
Haverford High School 1977 — 1981
Bill Sheldon Bill Sheldon's Morgan Stanley Smith Barney Experience March 2011 - Present
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2011 - Present
M&T Investment Group September 1999 - March 2011
Mercantile Safe Deposit & Trust February 1993 - August 1999
Education
R. H. Smith School of Business- University of MD 1999 — 2002
MBA, Finance
Duke University 1988 — 1992
B.A., Political Science
Morgan Stanley Smith Barney March 2011 - Present
M&T Investment Group September 1999 - March 2011
Mercantile Safe Deposit & Trust February 1993 - August 1999
Education
R. H. Smith School of Business- University of MD 1999 — 2002
MBA, Finance
Duke University 1988 — 1992
B.A., Political Science
Marina Samborskaya Marina Samborskaya's Morgan Stanley Smith Barney Experience February 2011 - July 2011
Job Marketing and Sales Coordinator at dcVAST
Industry Marketing and Advertising
Experience
dcVAST May 2013 - Present
I Imagine Studio December 2011 - May 2013
SWC Technology Partners July 2011 - December 2011
Morgan Stanley Smith Barney February 2011 - July 2011
Skills
Microsoft Office, Mac OS X, Photoshop, Microsoft CRM, Lync, Social Media, PowerPoint, Microsoft Excel, Event Planning, Facebook, QuickBooks, Outlook, Pinterest, Integrated Marketing, Email Marketing, Social Media Marketing, Social Networking, Management, CRM, Sales, Lead Generation, Marketing, Advertising, LinkedIn, Twitter, Salesforce.com..., Basecamp, Direct Marketing, Account Management, Project Management, Digital Marketing, Salesforce.com, Online Marketing, Trade Shows, OS X, Marketing Strategy, Marketing Communications
Education
DePaul University 2014 — 2015
Integrated Marketing Communications Certificate (expected completion December 2015)
DePaul University 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Marketing
Vernon Hills High School 2002 — 2006
High School Diploma, General Education
dcVAST May 2013 - Present
I Imagine Studio December 2011 - May 2013
SWC Technology Partners July 2011 - December 2011
Morgan Stanley Smith Barney February 2011 - July 2011
Skills
Microsoft Office, Mac OS X, Photoshop, Microsoft CRM, Lync, Social Media, PowerPoint, Microsoft Excel, Event Planning, Facebook, QuickBooks, Outlook, Pinterest, Integrated Marketing, Email Marketing, Social Media Marketing, Social Networking, Management, CRM, Sales, Lead Generation, Marketing, Advertising, LinkedIn, Twitter, Salesforce.com..., Basecamp, Direct Marketing, Account Management, Project Management, Digital Marketing, Salesforce.com, Online Marketing, Trade Shows, OS X, Marketing Strategy, Marketing Communications
Education
DePaul University 2014 — 2015
Integrated Marketing Communications Certificate (expected completion December 2015)
DePaul University 2007 — 2011
Bachelor of Business Administration (BBA), Business Administration and Marketing
Vernon Hills High School 2002 — 2006
High School Diploma, General Education
Sharon Foley's Morgan Stanley Smith Barney Experience December 2010 - March 2011
Job Looking for career opportunities in financial services
Industry Financial Services
Experience
Indianapolis, Indiana Senior Vice President, Business DevelopmentKestler Financial GroupFebruary 2012 - September 2012
Morgan Stanley Smith Barney December 2010 - March 2011
SMARTBOX of Minnesota February 2007 - October 2010
USAllianz Securities, Inc. April 2001 - April 2004
Locust Street Securities, Inc. November 1994 - April 2001
Investors Management Group October 1987 - October 1994
Skills
Strategic Planning, Operations Management, Recruiting, Marketing Strategy, Securities, Advertising, P&L Management, Integrated Marketing, Management, Leadership, Marketing, Insurance, Financial Services, Strategy, Sales, Financial Planning, Investments, Executive Management
Education
University of San Francisco 2009 — 2009
Master Certificate, Internet Marketing
Drake University 1983 — 1987
B.A. Journalism & Mass Communications, Advertising/Public Relations (double major); Marketing (minor)
Hartland High School 1979 — 1983
Diploma, College Prep
Indianapolis, Indiana Senior Vice President, Business DevelopmentKestler Financial GroupFebruary 2012 - September 2012
Morgan Stanley Smith Barney December 2010 - March 2011
SMARTBOX of Minnesota February 2007 - October 2010
USAllianz Securities, Inc. April 2001 - April 2004
Locust Street Securities, Inc. November 1994 - April 2001
Investors Management Group October 1987 - October 1994
Skills
Strategic Planning, Operations Management, Recruiting, Marketing Strategy, Securities, Advertising, P&L Management, Integrated Marketing, Management, Leadership, Marketing, Insurance, Financial Services, Strategy, Sales, Financial Planning, Investments, Executive Management
Education
University of San Francisco 2009 — 2009
Master Certificate, Internet Marketing
Drake University 1983 — 1987
B.A. Journalism & Mass Communications, Advertising/Public Relations (double major); Marketing (minor)
Hartland High School 1979 — 1983
Diploma, College Prep
Craig Helfer, Jr Craig Helfer, Jr's Morgan Stanley Smith Barney Experience October 2011 - April 2012
Job Capital Markets Senior Product Analyst at Ipreo
Industry Financial Services
Experience
Ipreo March 2014 - Present
Ipreo June 2012 - March 2014
Morgan Stanley Smith Barney October 2011 - April 2012
Skills
Capital Markets, Business Analysis, Financial Services, Requirements Gathering, Business Development, Strategic Planning, Business Strategy, Equities, Customer Service
Education
Dickinson College 2007 — 2011
Bachelor of Arts, Economics
Newark Academy 2003 — 2007
Ipreo March 2014 - Present
Ipreo June 2012 - March 2014
Morgan Stanley Smith Barney October 2011 - April 2012
Skills
Capital Markets, Business Analysis, Financial Services, Requirements Gathering, Business Development, Strategic Planning, Business Strategy, Equities, Customer Service
Education
Dickinson College 2007 — 2011
Bachelor of Arts, Economics
Newark Academy 2003 — 2007
Tracy Weidman Tracy Weidman's Morgan Stanley Smith Barney Experience October 2010 - Present
Job Investment Analyst for The Chicago Group at MSSB
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2010 - Present
Morgan Stanley Smith Barney 2005 - May 2011
Education
Indiana University Bloomington 2000 — 2002
Economics
Saint Mary's College 1998 — 2000
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Morgan Stanley Smith Barney October 2010 - Present
Morgan Stanley Smith Barney 2005 - May 2011
Education
Indiana University Bloomington 2000 — 2002
Economics
Saint Mary's College 1998 — 2000
DePaul University - Charles H. Kellstadt Graduate School of Business
MBA, Finance
Brenda Sacco Brenda Sacco's Morgan Stanley Smith Barney Experience October 2009 - November 2010
Job Deputy Director of Finance and Operations Economic Development
Industry Financial Services
Experience
Lackawanna County August 2013 - Present
First National Community Bank November 2010 - July 2013
Morgan Stanley Smith Barney October 2009 - November 2010
Lehman Brothers March 1997 - January 2005
Skills
Equities, Financial Analysis, Financial Reporting, Budget, Department Budgeting, Business Profitability, General Securities..., PA Life and Health..., Risk Management, Investment Banking, Capital Markets, Budgets, Credit Analysis, Forecasting, Finance, Sarbanes-Oxley Act, Financial Services, Series 7, Retail Banking, Credit, Portfolio Management, Insurance, Credit Risk, Derivatives
Education
Drexel University - LeBow College of Business 1990 — 1994
BS Business Admin, Accounting and Finance
Scranton Preparatory School
Lackawanna County August 2013 - Present
First National Community Bank November 2010 - July 2013
Morgan Stanley Smith Barney October 2009 - November 2010
Lehman Brothers March 1997 - January 2005
Skills
Equities, Financial Analysis, Financial Reporting, Budget, Department Budgeting, Business Profitability, General Securities..., PA Life and Health..., Risk Management, Investment Banking, Capital Markets, Budgets, Credit Analysis, Forecasting, Finance, Sarbanes-Oxley Act, Financial Services, Series 7, Retail Banking, Credit, Portfolio Management, Insurance, Credit Risk, Derivatives
Education
Drexel University - LeBow College of Business 1990 — 1994
BS Business Admin, Accounting and Finance
Scranton Preparatory School
Matthew Montani Matthew Montani's Morgan Stanley Smith Barney Experience June 2011 - Present
Job Financial Advisor
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2011 - Present
JP Morgan Chase September 2008 - June 2011
Education
Drexel University - LeBow College of Business 2003 — 2008
Business Administration, Finance
Morgan Stanley Smith Barney June 2011 - Present
JP Morgan Chase September 2008 - June 2011
Education
Drexel University - LeBow College of Business 2003 — 2008
Business Administration, Finance
Marcus Alexander Marcus Alexander's Morgan Stanley Smith Barney Experience July 1997 - June 2008
Job Financial Advisor
Industry Financial Services
Experience
Merrill Lynch June 2008 - Present
Morgan Stanley Smith Barney July 1997 - June 2008
Education
Duke University - Fuqua School of Business 1995 — 1997
MBA
Loughborough University 1984 — 1987
BS, Mathematics
Merrill Lynch June 2008 - Present
Morgan Stanley Smith Barney July 1997 - June 2008
Education
Duke University - Fuqua School of Business 1995 — 1997
MBA
Loughborough University 1984 — 1987
BS, Mathematics
Eric Slater's Morgan Stanley Smith Barney Experience June 2007 - September 2008
Job Financial Analyst at Bimbo Bakeries USA
Industry Financial Services
Experience
Bimbo Bakeries USA July 2013 - Present
Bimbo Bakeries USA March 2012 - Present
The MandMarblestone Group March 2011 - January 2012
Affiliated Computer Services March 2010 - September 2010
Morgan Stanley Smith Barney June 2007 - September 2008
Skills
LexisNexis: Time Matters, Adobe Acrobat, Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Marketing, Financial Modeling, Microsoft Word, Social Media, Strategic Planning, Customer Service, Data Analysis, Business Analysis, Negotiation, Budgets, Strategic Financial..., Business Intelligence, Forecasting, Accounting, Management, Process Improvement, Analysis, Finance, Research
Education
Drexel University - College of Business and Administration 2008 — 2012
BS, Finance, Marketing, Minor in History
Bimbo Bakeries USA July 2013 - Present
Bimbo Bakeries USA March 2012 - Present
The MandMarblestone Group March 2011 - January 2012
Affiliated Computer Services March 2010 - September 2010
Morgan Stanley Smith Barney June 2007 - September 2008
Skills
LexisNexis: Time Matters, Adobe Acrobat, Microsoft Excel, Microsoft Office, Financial Analysis, PowerPoint, Marketing, Financial Modeling, Microsoft Word, Social Media, Strategic Planning, Customer Service, Data Analysis, Business Analysis, Negotiation, Budgets, Strategic Financial..., Business Intelligence, Forecasting, Accounting, Management, Process Improvement, Analysis, Finance, Research
Education
Drexel University - College of Business and Administration 2008 — 2012
BS, Finance, Marketing, Minor in History
Eugene Heflin Eugene Heflin's Morgan Stanley Smith Barney Experience March 2000 - December 2010
Job Wealth Advisor, Partner at Stratos Wealth Partners
Industry Financial Services
Experience
Stratos Wealth Partners December 2010 - Present
Morgan Stanley Smith Barney March 2000 - December 2010
Education
DePauw University 1994 — 1997
BA, Mathematics
Stratos Wealth Partners December 2010 - Present
Morgan Stanley Smith Barney March 2000 - December 2010
Education
DePauw University 1994 — 1997
BA, Mathematics
Alysia (Douglas) Marcoux Alysia (Douglas) Marcoux's Morgan Stanley Smith Barney Experience 2008 - 2011
Job Financial Services
Industry Financial Services
Experience
Bank of America Merrill Lynch May 2011 - Present
Morgan Stanley Smith Barney 2008 - 2011
Kimberly-Clark November 2006 - February 2008
Kimberly-Clark January 2006 - September 2006
Kimberly-Clark October 2004 - December 2005
Kimberly-Clark July 2004 - September 2004
Skills
Business Development, Financial Analysis, Account Management, Cross-functional Team..., CRM, Forecasting, Marketing Strategy, Business Strategy, Finance, Investments, Leadership, Key Account Management, Management, Marketing, Portfolio Management, Project Planning, Risk Management, Sales, Sales Operations, Strategic Planning
Education
Juniata College 2001 — 2004
Marketing Management & Organizational Communication
Duquesne University
Bank of America Merrill Lynch May 2011 - Present
Morgan Stanley Smith Barney 2008 - 2011
Kimberly-Clark November 2006 - February 2008
Kimberly-Clark January 2006 - September 2006
Kimberly-Clark October 2004 - December 2005
Kimberly-Clark July 2004 - September 2004
Skills
Business Development, Financial Analysis, Account Management, Cross-functional Team..., CRM, Forecasting, Marketing Strategy, Business Strategy, Finance, Investments, Leadership, Key Account Management, Management, Marketing, Portfolio Management, Project Planning, Risk Management, Sales, Sales Operations, Strategic Planning
Education
Juniata College 2001 — 2004
Marketing Management & Organizational Communication
Duquesne University
Amit Rawal Amit Rawal's Morgan Stanley Smith Barney Experience 2008 - April 2011
Job Merger Integration / Separation Advisory Professional
Industry Financial Services
Experience
KPMG April 2011 - Present
Morgan Stanley Smith Barney 2008 - April 2011
Morgan Stanley 2004 - 2008
Accenture 2000 - 2003
Skills
Merger Integration, Project Management, Synergy, Transaction Advisory, Acquisition Integration, Integration, Program Management, Private Equity, Finance, Management, PMO, Financial Services, Mergers & Acquisitions
Education
Dowling College 2004 — 2006
MBA
Stevens Institute of Technology 1996 — 2000
BE
KPMG April 2011 - Present
Morgan Stanley Smith Barney 2008 - April 2011
Morgan Stanley 2004 - 2008
Accenture 2000 - 2003
Skills
Merger Integration, Project Management, Synergy, Transaction Advisory, Acquisition Integration, Integration, Program Management, Private Equity, Finance, Management, PMO, Financial Services, Mergers & Acquisitions
Education
Dowling College 2004 — 2006
MBA
Stevens Institute of Technology 1996 — 2000
BE
Andrew Blomquist's Morgan Stanley Smith Barney Experience June 2009 - August 2010
Job Senior Client Advisor
Industry Information Technology and Services
Experience
Bluewolf April 2014 - Present
Bluewolf April 2012 - April 2014
Bluewolf November 2011 - April 2012
FOCUS June 2011 - August 2011
Morgan Stanley Smith Barney June 2009 - August 2010
Skills
Salesforce.com, CRM, Sales, Lead Generation, SaaS, Sales Process, Professional Services, Account Management, Business Development, Consulting, Social Media, Cold Calling, Marketing Automation, Enterprise Software, Solution Selling, Leadership, Sales Operations, Business Analysis, Competitive Analysis, Strategic Partnerships, New Business Development, Demand Generation, Customer Service, Sales Management, Marketing Strategy, Sales Presentations, B2B, Selling, Team Leadership, Start-ups, Channel Partners, Email Marketing, Business Intelligence, Product Management, Cloud Computing, Business Strategy, Analytics, Direct Sales, Salesforce.com Admin
Education
Dickinson College 2007 — 2011
Bachelor of Arts
Gilman School 2000 — 2007
Bluewolf April 2014 - Present
Bluewolf April 2012 - April 2014
Bluewolf November 2011 - April 2012
FOCUS June 2011 - August 2011
Morgan Stanley Smith Barney June 2009 - August 2010
Skills
Salesforce.com, CRM, Sales, Lead Generation, SaaS, Sales Process, Professional Services, Account Management, Business Development, Consulting, Social Media, Cold Calling, Marketing Automation, Enterprise Software, Solution Selling, Leadership, Sales Operations, Business Analysis, Competitive Analysis, Strategic Partnerships, New Business Development, Demand Generation, Customer Service, Sales Management, Marketing Strategy, Sales Presentations, B2B, Selling, Team Leadership, Start-ups, Channel Partners, Email Marketing, Business Intelligence, Product Management, Cloud Computing, Business Strategy, Analytics, Direct Sales, Salesforce.com Admin
Education
Dickinson College 2007 — 2011
Bachelor of Arts
Gilman School 2000 — 2007
Anne Marie Davidson Anne Marie Davidson's Morgan Stanley Smith Barney Experience February 2012 - January 2013
Job Executive Director PM trading at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney February 2012 - January 2013
Citi January 1996 - February 2012
Salomon Smith Barney October 1991 - January 1996
Skills
Equities, Securities, Equity Trading, ETFs, Trading, Capital Markets, Investments, Wealth Management, Separately Managed..., Unified Managed Accounts, equity sales trading, retail trading, Retail, Managed Money, Middle Office
Education
DeSales University 1987 — 1991
BA, Theater
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney February 2012 - January 2013
Citi January 1996 - February 2012
Salomon Smith Barney October 1991 - January 1996
Skills
Equities, Securities, Equity Trading, ETFs, Trading, Capital Markets, Investments, Wealth Management, Separately Managed..., Unified Managed Accounts, equity sales trading, retail trading, Retail, Managed Money, Middle Office
Education
DeSales University 1987 — 1991
BA, Theater
Aman Aggarwal Aman Aggarwal's Morgan Stanley Smith Barney Experience October 2009 - Present
Job Wealth Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2009 - Present
Lehman Brothers July 2008 - July 2009
Bank of America July 2001 - July 2006
Education
Duke Fuqua School of Business 2006 — 2008
UNC Chapel Hill 1997 — 2001
BS, Business Administration
Morgan Stanley Smith Barney October 2009 - Present
Lehman Brothers July 2008 - July 2009
Bank of America July 2001 - July 2006
Education
Duke Fuqua School of Business 2006 — 2008
UNC Chapel Hill 1997 — 2001
BS, Business Administration
Daniel DiMaria Daniel DiMaria's Morgan Stanley Smith Barney Experience July 2010 - August 2010
Job Customer Experience Applications Executive
Industry Information Technology and Services
Experience
Oracle January 2015 - Present
Oracle June 2013 - January 2015
The Wedding Productions May 2011 - July 2011
Morgan Stanley Smith Barney July 2010 - August 2010
Abduction Productions May 2010 - July 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Salesforce.com, Research, Marketing Strategy, Public Speaking, Marketing, Market Research, Leadership, Strategic Planning, Team Leadership, Social Media Marketing, Business Development, Management, Customer Service, Sales, Social Networking, Business Strategy, CRM, Customer Experience, Oracle CRM, Cloud Computing, Seibel, Project Management, Event Planning, Start-ups, Strategy, Marketing Communications, Online Marketing, Lead Generation, Analytics, Analysis, Product Management
Education
Harvard University 2008 — 2012
AB, Psychology
Duke Fuqua School of Business 2012 — 2013
Masters of Mangement Studies, Business, Management, Marketing, and Related Support Services
Oracle January 2015 - Present
Oracle June 2013 - January 2015
The Wedding Productions May 2011 - July 2011
Morgan Stanley Smith Barney July 2010 - August 2010
Abduction Productions May 2010 - July 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Social Media, Microsoft Word, Salesforce.com, Research, Marketing Strategy, Public Speaking, Marketing, Market Research, Leadership, Strategic Planning, Team Leadership, Social Media Marketing, Business Development, Management, Customer Service, Sales, Social Networking, Business Strategy, CRM, Customer Experience, Oracle CRM, Cloud Computing, Seibel, Project Management, Event Planning, Start-ups, Strategy, Marketing Communications, Online Marketing, Lead Generation, Analytics, Analysis, Product Management
Education
Harvard University 2008 — 2012
AB, Psychology
Duke Fuqua School of Business 2012 — 2013
Masters of Mangement Studies, Business, Management, Marketing, and Related Support Services
Sonya Greenidge, MBA's Morgan Stanley Smith Barney Experience September 2010 - Present
Job Sr. Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2010 - Present
Bernstein Global Wealth Management June 2007 - December 2008
Citi 2006 - 2007
Citi 2005 - 2006
Citi 2004 - 2005
Skills
Series 7, Series 63, Asset Allocation, Wealth Management, Mutual Funds, Retirement Planning, Alternative Investments, Equities, Asset Management, Fixed Income, Securities, Investment Strategies, Investment Advisory, Uniform Combined State..., Financial Services, Series 65, Asset Managment, Investments
Education
Thomas M. Cooley Law School 2012 — 2015
Doctor of Law (JD)
Dowling College 2004 — 2006
Master of Business Administration (M.B.A.)
State University of New York College at Old Westbury 1999 — 2002
Bachelor of Arts (B.A.)
Morgan Stanley Smith Barney September 2010 - Present
Bernstein Global Wealth Management June 2007 - December 2008
Citi 2006 - 2007
Citi 2005 - 2006
Citi 2004 - 2005
Skills
Series 7, Series 63, Asset Allocation, Wealth Management, Mutual Funds, Retirement Planning, Alternative Investments, Equities, Asset Management, Fixed Income, Securities, Investment Strategies, Investment Advisory, Uniform Combined State..., Financial Services, Series 65, Asset Managment, Investments
Education
Thomas M. Cooley Law School 2012 — 2015
Doctor of Law (JD)
Dowling College 2004 — 2006
Master of Business Administration (M.B.A.)
State University of New York College at Old Westbury 1999 — 2002
Bachelor of Arts (B.A.)
Len Martinez's Morgan Stanley Smith Barney Experience 1996 - Present
Job Financial Advisor/Portfolio Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1996 - Present
Morgan Stanley Smith Barney January 1998 - May 2005
Skills
Retirement Planning, Wealth Management, Series 7, Asset Allocation, Investment Advisory, Portfolio Management
Education
DePaul University 1976 — 1982
Master of Science, Taxation
Northern Illinois University 1971 — 1976
Bachelor of Science, Accounting
Morgan Stanley Smith Barney 1996 - Present
Morgan Stanley Smith Barney January 1998 - May 2005
Skills
Retirement Planning, Wealth Management, Series 7, Asset Allocation, Investment Advisory, Portfolio Management
Education
DePaul University 1976 — 1982
Master of Science, Taxation
Northern Illinois University 1971 — 1976
Bachelor of Science, Accounting
Alan Carlson Alan Carlson's Morgan Stanley Smith Barney Experience February 2011 - Present
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2011 - Present
Education
Dutchess Community College
State University of New York at Albany
Morgan Stanley Smith Barney February 2011 - Present
Education
Dutchess Community College
State University of New York at Albany
Mark Eshman Mark Eshman's Morgan Stanley Smith Barney Experience 1999 - 2007
Job We Grow Your Money, Not Your Anxiety
Industry Financial Services
Experience
ClearRock Capital August 2007 - Present
Ketchum Urban Renewal Agency February 2011 - January 2015
The Community School 2004 - 2010
Morgan Stanley Smith Barney 1999 - 2007
Imperial Capital, LLC September 1990 - June 1999
Drexel Burnham Lambert September 1981 - August 1989
Skills
Investments, Alternative Investments, Investment Advisory, Asset Allocation, Wealth Management, Series 7, Mutual Funds, Series 63, Economics, Asset Managment, Equities, Fixed Income, Portfolio Management, Capital Markets, Investment Management, Securities, Hedge Funds, Financial Advisory, Retirement Planning, 401k
Education
Duke University 1976 — 1980
A.B., Public Policy
University of London 1979 — 1980
Economics/Art History
ClearRock Capital August 2007 - Present
Ketchum Urban Renewal Agency February 2011 - January 2015
The Community School 2004 - 2010
Morgan Stanley Smith Barney 1999 - 2007
Imperial Capital, LLC September 1990 - June 1999
Drexel Burnham Lambert September 1981 - August 1989
Skills
Investments, Alternative Investments, Investment Advisory, Asset Allocation, Wealth Management, Series 7, Mutual Funds, Series 63, Economics, Asset Managment, Equities, Fixed Income, Portfolio Management, Capital Markets, Investment Management, Securities, Hedge Funds, Financial Advisory, Retirement Planning, 401k
Education
Duke University 1976 — 1980
A.B., Public Policy
University of London 1979 — 1980
Economics/Art History
Edward Samson Edward Samson's Morgan Stanley Smith Barney Experience November 1999 - March 2011
Job CEO at Basic6
Industry Computer Software
Experience
Basic6, Inc. May 2012 - Present
Weston Software June 2011 - December 2012
Morgan Stanley Smith Barney November 1999 - March 2011
Smith Barney 1999 - 2011
Prudential Securities January 1990 - November 1999
Philadelphia District Attorney's Office August 1985 - August 1989
Skills
Financial Advisory, Business Development, Investments, New Business Development, Leadership, Business Strategy, Financial Services, Strategic Planning, Equities, Start-ups, Portfolio Management, SaaS, Asset Management, Entrepreneurship, Venture Capital, Executive Management, Series 7, Strategic Partnerships
Education
The Dickinson School of Law
JD, Law
University of California, Santa Barbara
BA, Political Science
Berkshire School
Basic6, Inc. May 2012 - Present
Weston Software June 2011 - December 2012
Morgan Stanley Smith Barney November 1999 - March 2011
Smith Barney 1999 - 2011
Prudential Securities January 1990 - November 1999
Philadelphia District Attorney's Office August 1985 - August 1989
Skills
Financial Advisory, Business Development, Investments, New Business Development, Leadership, Business Strategy, Financial Services, Strategic Planning, Equities, Start-ups, Portfolio Management, SaaS, Asset Management, Entrepreneurship, Venture Capital, Executive Management, Series 7, Strategic Partnerships
Education
The Dickinson School of Law
JD, Law
University of California, Santa Barbara
BA, Political Science
Berkshire School
Matt Frederick Matt Frederick's Morgan Stanley Smith Barney Experience December 2004 - July 2011
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. July 2011 - Present
Morgan Stanley Smith Barney December 2004 - July 2011
PLANCO August 1996 - November 2004
Education
Doane College 1992 — 1997
Economics & Business Administration
Lincoln East High School 1988 — 1992
UBS Financial Services Inc. July 2011 - Present
Morgan Stanley Smith Barney December 2004 - July 2011
PLANCO August 1996 - November 2004
Education
Doane College 1992 — 1997
Economics & Business Administration
Lincoln East High School 1988 — 1992
Patricia Palmer Patricia Palmer's Morgan Stanley Smith Barney Experience 2009 - 2010
Job Littlebanc Advisors, LLC/Powers Medical Devices, LLC
Industry Medical Devices
Experience
Powers Medical Devices, LLC April 2013 - Present
Littlebanc Advisors June 2010 - Present
Morgan Stanley Smith Barney 2009 - 2010
Oceana Partners 2006 - 2008
Dell 2003 - 2006
Unisys 1999 - 2003
Xerox Corp 1996 - 1999
XSoft 1991 - 1996
IBM 1976 - 1991
Skills
Venture Capital, Mergers, Business Strategy, Business Development, Start-ups, Entrepreneurship, Mergers & Acquisitions, Strategic Partnerships, Business Planning, Enterprise Software, Management, Strategy, Negotiation, Private Equity, SaaS, Investment Banking, Contract Negotiation, Product Management, Corporate Finance, Due Diligence, Asset Management, Corporate Development
Education
Dickinson College
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Powers Medical Devices, LLC April 2013 - Present
Littlebanc Advisors June 2010 - Present
Morgan Stanley Smith Barney 2009 - 2010
Oceana Partners 2006 - 2008
Dell 2003 - 2006
Unisys 1999 - 2003
Xerox Corp 1996 - 1999
XSoft 1991 - 1996
IBM 1976 - 1991
Skills
Venture Capital, Mergers, Business Strategy, Business Development, Start-ups, Entrepreneurship, Mergers & Acquisitions, Strategic Partnerships, Business Planning, Enterprise Software, Management, Strategy, Negotiation, Private Equity, SaaS, Investment Banking, Contract Negotiation, Product Management, Corporate Finance, Due Diligence, Asset Management, Corporate Development
Education
Dickinson College
Bachelor's Degree, Liberal Arts and Sciences/Liberal Studies
Tom Noonan's Morgan Stanley Smith Barney Experience October 1994 - October 2009
Job Assistant Girl's Soccer Coach at Sacred HeartGriffin High School
Industry Higher Education
Experience
Sacred Heart-Griffin High School July 2015 - Present
Sacred Heart-Griffin High School February 2015 - Present
Breweriana Exchange March 2013 - Present
Merrill Lynch October 2009 - Present
CoachThis 1998 - Present
Lincoln Land Community College 2010 - February 2013
TradeThis 2013 - 2013
NSCAA 1994 - 2012
Lincoln Land Community College May 2006 - November 2010
Morgan Stanley Smith Barney October 1994 - October 2009
Skills
Athletics, Sports, Fundraising, Sports Management, Public Speaking, Teaching, Event Planning, Sports Marketing, Social Media, Coaching, Public Relations, Customer Service, Research, Non-profits, Higher Education, PowerPoint, Event Management, Strategic Planning, Social Networking, Leadership Development, Sponsorship, Leadership, Staff Development, Sports Coaching, Marketing Communications, Football, Soccer, Nonprofits
Education
DePauw University 1980 — 1984
BS, Psychology
Sacred Heart-Griffin High School July 2015 - Present
Sacred Heart-Griffin High School February 2015 - Present
Breweriana Exchange March 2013 - Present
Merrill Lynch October 2009 - Present
CoachThis 1998 - Present
Lincoln Land Community College 2010 - February 2013
TradeThis 2013 - 2013
NSCAA 1994 - 2012
Lincoln Land Community College May 2006 - November 2010
Morgan Stanley Smith Barney October 1994 - October 2009
Skills
Athletics, Sports, Fundraising, Sports Management, Public Speaking, Teaching, Event Planning, Sports Marketing, Social Media, Coaching, Public Relations, Customer Service, Research, Non-profits, Higher Education, PowerPoint, Event Management, Strategic Planning, Social Networking, Leadership Development, Sponsorship, Leadership, Staff Development, Sports Coaching, Marketing Communications, Football, Soccer, Nonprofits
Education
DePauw University 1980 — 1984
BS, Psychology
joe glasmann joe glasmann's Morgan Stanley Smith Barney Experience January 2008 - June 2008
Job Math Teacher at Liahona Academy
Industry Primary/Secondary Education
Experience
Liahona Academy January 2012 - Present
joe tutor and dixie state college August 2010 - Present
wehr rubber manufacturing June 2010 - August 2010
Morgan Stanley Smith Barney January 2008 - June 2008
Skills
Excel, Matlab, Statistical Reporting, Statistics, PowerPoint, Microsoft Office, Data Analysis, Financial Analysis, MS Office Suite, Quickbooks, Analysis, Research, Teamwork, Documentation, Financial Modeling, Investments, Mutual Funds, Customer Relations, Banking, Billing, Statistical Modeling, Risk Management, Policy Analysis, Risk Analysis, SAS, Econometric Modeling, Probability, Econometrics, Discrete Mathematics, Microeconomics, Business Statistics, Combinatorics, Fiscal Policy, Monetary Policy, Applied Econometrics, Financial Economics, Economic History, Behavioral Science, Statistical Computing, Linear Regression, Logistic Regression, ANOVA, Pareto, Statistical Inference, Bayesian methods, Graph Theory, Trigonometry, Multivariate Statistics, Factor Analysis, Economic Policy
Education
University of Utah 2008 — 2009
unfinished, masters of economics and applied statistical methods, 4.0
Westminster College 2006 — 2008
bachelor's of arts, economics
Dixie State College 2001 — 2006
associate's of science, general
Liahona Academy January 2012 - Present
joe tutor and dixie state college August 2010 - Present
wehr rubber manufacturing June 2010 - August 2010
Morgan Stanley Smith Barney January 2008 - June 2008
Skills
Excel, Matlab, Statistical Reporting, Statistics, PowerPoint, Microsoft Office, Data Analysis, Financial Analysis, MS Office Suite, Quickbooks, Analysis, Research, Teamwork, Documentation, Financial Modeling, Investments, Mutual Funds, Customer Relations, Banking, Billing, Statistical Modeling, Risk Management, Policy Analysis, Risk Analysis, SAS, Econometric Modeling, Probability, Econometrics, Discrete Mathematics, Microeconomics, Business Statistics, Combinatorics, Fiscal Policy, Monetary Policy, Applied Econometrics, Financial Economics, Economic History, Behavioral Science, Statistical Computing, Linear Regression, Logistic Regression, ANOVA, Pareto, Statistical Inference, Bayesian methods, Graph Theory, Trigonometry, Multivariate Statistics, Factor Analysis, Economic Policy
Education
University of Utah 2008 — 2009
unfinished, masters of economics and applied statistical methods, 4.0
Westminster College 2006 — 2008
bachelor's of arts, economics
Dixie State College 2001 — 2006
associate's of science, general
Nicole Troutman Nicole Troutman's Morgan Stanley Smith Barney Experience November 2007 - February 2012
Job Tenant Coordinator at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley February 2012 - Present
Morgan Stanley Smith Barney November 2007 - February 2012
Skills
Budgets, Customer Service, Facilities Management, Asset Management, Microsoft Excel, Project Management, Outlook, Portfolio Management, Analysis
Education
DeVry University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Morgan Stanley February 2012 - Present
Morgan Stanley Smith Barney November 2007 - February 2012
Skills
Budgets, Customer Service, Facilities Management, Asset Management, Microsoft Excel, Project Management, Outlook, Portfolio Management, Analysis
Education
DeVry University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Sean Flanigan Sean Flanigan's Morgan Stanley Smith Barney Experience May 2005 - August 2012
Job Branch Manager, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. August 2012 - Present
Morgan Stanley Smith Barney May 2005 - August 2012
UBS Wealth Management December 1998 - May 2005
Prudential Securities April 1996 - December 1998
Education
Duquesne University 1990 — 1992
Master of Business Administration (MBA), Finance, General
Duquesne University 1986 — 1990
Bachelor's degree, Accounting and Business/Management
Central Catholic 1982 — 1986
Ameriprise Financial Services, Inc. August 2012 - Present
Morgan Stanley Smith Barney May 2005 - August 2012
UBS Wealth Management December 1998 - May 2005
Prudential Securities April 1996 - December 1998
Education
Duquesne University 1990 — 1992
Master of Business Administration (MBA), Finance, General
Duquesne University 1986 — 1990
Bachelor's degree, Accounting and Business/Management
Central Catholic 1982 — 1986
Ian Hampton Ian Hampton's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Student at Duke University School of Law
Industry Law Practice
Experience
Winston & Strawn LLP May 2012 - July 2012
U.S. District Court for the Southern District of California, Chambers of the Hon. Marilyn Huff May 2011 - August 2011
Penn, Schoen, & Berland Associates January 2010 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Political Campaigns, Public Policy, Legal Research, Politics, Legislative Relations, Litigation, Legal Writing, Community Outreach
Education
Duke University School of Law 2010 — 2013
Juris Doctor
Georgetown University
Bachelor of Arts (B.A.), Political Science and Government
Winston & Strawn LLP May 2012 - July 2012
U.S. District Court for the Southern District of California, Chambers of the Hon. Marilyn Huff May 2011 - August 2011
Penn, Schoen, & Berland Associates January 2010 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Political Campaigns, Public Policy, Legal Research, Politics, Legislative Relations, Litigation, Legal Writing, Community Outreach
Education
Duke University School of Law 2010 — 2013
Juris Doctor
Georgetown University
Bachelor of Arts (B.A.), Political Science and Government
Steve Lahre Steve Lahre's Morgan Stanley Smith Barney Experience June 1982 - November 2012
Job RBC Wealth Management/Senior Vice President/ Financial Advisor / CFP
Industry Financial Services
Experience
RBC Wealth Management November 2012 - Present
Morgan Stanley Smith Barney June 1982 - November 2012
Peace Corps 1978 - 1979
Skills
Certified Financial..., Wealth Advisor, Fixed Income Specialist, Financial Planning, Retirement Planning, Investments, Wealth Management, Portfolio Management, Strategic Financial..., Finance, Fixed Income, Investment Advisory, Series 7, Investment Strategies, Asset Allocation, Asset Management, Series 63, Wealth Management...
Education
DePauw University 1974 — 1978
BA, Economics
Western High School 1970 — 1974
RBC Wealth Management November 2012 - Present
Morgan Stanley Smith Barney June 1982 - November 2012
Peace Corps 1978 - 1979
Skills
Certified Financial..., Wealth Advisor, Fixed Income Specialist, Financial Planning, Retirement Planning, Investments, Wealth Management, Portfolio Management, Strategic Financial..., Finance, Fixed Income, Investment Advisory, Series 7, Investment Strategies, Asset Allocation, Asset Management, Series 63, Wealth Management...
Education
DePauw University 1974 — 1978
BA, Economics
Western High School 1970 — 1974
Man-Hyung Hahn, CPA, MBA Man-Hyung Hahn, CPA, MBA's Morgan Stanley Smith Barney Experience July 2004 - May 2005
Job Associate Investment Analyst at RTD Financial Advisors, Inc.
Industry Financial Services
Experience
RTD Financial Advisors, Inc. October 2013 - Present
Gramercy Property Trust December 2010 - April 2013
Citco Fund Services September 2008 - December 2010
Grant Thornton September 2006 - August 2008
Morgan Stanley Smith Barney July 2004 - May 2005
Skills
Financial Planning, Personal Finance, Opportunistic..., Tax, Investment Research, Trading, Due Diligence, Financial Reporting, SEC filings, Financial Analysis, Accounting, Data Mining, Financial Accounting, Cash Flow Analysis, Financial Statements, General Ledger, Sarbanes-Oxley Act, Consolidation, Financial Modeling, Corporate Finance, Auditing, Internal Controls, Month End Close, US GAAP, GAAP, Sarbanes-Oxley, Strategic Financial..., IFRS, Oracle JD Edwards, Account Reconciliation, Variance Analysis
Education
Drexel University - College of Business and Administration 2010 — 2012
MBA, Finance
Temple University - Fox School of Business and Management 2003 — 2006
BBA, Accounting
RTD Financial Advisors, Inc. October 2013 - Present
Gramercy Property Trust December 2010 - April 2013
Citco Fund Services September 2008 - December 2010
Grant Thornton September 2006 - August 2008
Morgan Stanley Smith Barney July 2004 - May 2005
Skills
Financial Planning, Personal Finance, Opportunistic..., Tax, Investment Research, Trading, Due Diligence, Financial Reporting, SEC filings, Financial Analysis, Accounting, Data Mining, Financial Accounting, Cash Flow Analysis, Financial Statements, General Ledger, Sarbanes-Oxley Act, Consolidation, Financial Modeling, Corporate Finance, Auditing, Internal Controls, Month End Close, US GAAP, GAAP, Sarbanes-Oxley, Strategic Financial..., IFRS, Oracle JD Edwards, Account Reconciliation, Variance Analysis
Education
Drexel University - College of Business and Administration 2010 — 2012
MBA, Finance
Temple University - Fox School of Business and Management 2003 — 2006
BBA, Accounting
Danaka Williams Danaka Williams's Morgan Stanley Smith Barney Experience October 2011 - July 2012
Job Accounting Assistant at The Chicago Community Trust
Industry Nonprofit Organization Management
Experience
The Chicago Community Trust April 2015 - Present
Thomson Reuters December 2014 - March 2015
RELO Direct, Inc. August 2012 - October 2014
Morgan Stanley Smith Barney October 2011 - July 2012
Cision November 2007 - June 2011
Skills
Accounts Payable, Accounts Receivable, Accounting, Account Reconciliation, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Human Resources, Outlook, Data Entry, QuickBooks, Research, Process Scheduler, PowerPoint, Teamwork, Windows, Billing Process, Client Billing, Billing Solutions, Monthly Close Process, Finance, Financial Analysis, Payroll, Time Management, Financial Reporting, General Ledger, Invoicing, PeopleSoft, Non-profit..., Auditing, Payroll Taxes, Budgets, Access, Financial Accounting, Financial Statements, Sales, Journal Entries, Internal Audit, Leadership, Forecasting, Strategic Planning, Internal Controls
Education
DeVry University
Business Administration and Management, General
Harold Washington
The Chicago Community Trust April 2015 - Present
Thomson Reuters December 2014 - March 2015
RELO Direct, Inc. August 2012 - October 2014
Morgan Stanley Smith Barney October 2011 - July 2012
Cision November 2007 - June 2011
Skills
Accounts Payable, Accounts Receivable, Accounting, Account Reconciliation, Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Human Resources, Outlook, Data Entry, QuickBooks, Research, Process Scheduler, PowerPoint, Teamwork, Windows, Billing Process, Client Billing, Billing Solutions, Monthly Close Process, Finance, Financial Analysis, Payroll, Time Management, Financial Reporting, General Ledger, Invoicing, PeopleSoft, Non-profit..., Auditing, Payroll Taxes, Budgets, Access, Financial Accounting, Financial Statements, Sales, Journal Entries, Internal Audit, Leadership, Forecasting, Strategic Planning, Internal Controls
Education
DeVry University
Business Administration and Management, General
Harold Washington
Mark Milligan Jr. Mark Milligan Jr.'s Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Senior Associate at PricewaterhouseCoopers
Industry Accounting
Experience
PricewaterhouseCoopers LLP July 2010 - Present
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Strategic Financial..., Risk Management, Portfolio Management, Analysis, Private Equity, Business Valuation, Management, Mathematics, Internal Audit, Financial Planning
Education
Drexel University 2012 — 2014
Master's degree, Finance and Financial Management Services
Villanova University 2006 — 2010
Bachelors Degree, Finance
PricewaterhouseCoopers LLP July 2010 - Present
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Strategic Financial..., Risk Management, Portfolio Management, Analysis, Private Equity, Business Valuation, Management, Mathematics, Internal Audit, Financial Planning
Education
Drexel University 2012 — 2014
Master's degree, Finance and Financial Management Services
Villanova University 2006 — 2010
Bachelors Degree, Finance
Dom Lewis Dom Lewis's Morgan Stanley Smith Barney Experience August 2012 - June 2015
Job Associate at Morgan Stanley
Industry Business Supplies and Equipment
Experience
Morgan Stanley June 2015 - Present
Morgan Stanley Smith Barney August 2012 - June 2015
Procurian November 2011 - August 2012
University of Pennsylvania September 2010 - August 2011
Drexel University, Student Union April 2009 - March 2011
University of Pennsylvania March 2010 - September 2010
Howard University 2005 - 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Oracle E-Business Suite, SAP, Data Analysis, Data Entry, Report Writing, Procurement, Supervising, Hands-on Training, Pricing Analysis, Customer Satisfaction, Marketing
Education
Drexel University 2007 — 2011
Bachelor of Science, Business Administration; 2011; Operations Management and Legal Studies
Montgomery County Community College 2006 — 2007
Associates, Business Administration
Howard University 2005 — 2006
N/A, Business Management
Morgan Stanley June 2015 - Present
Morgan Stanley Smith Barney August 2012 - June 2015
Procurian November 2011 - August 2012
University of Pennsylvania September 2010 - August 2011
Drexel University, Student Union April 2009 - March 2011
University of Pennsylvania March 2010 - September 2010
Howard University 2005 - 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Oracle E-Business Suite, SAP, Data Analysis, Data Entry, Report Writing, Procurement, Supervising, Hands-on Training, Pricing Analysis, Customer Satisfaction, Marketing
Education
Drexel University 2007 — 2011
Bachelor of Science, Business Administration; 2011; Operations Management and Legal Studies
Montgomery County Community College 2006 — 2007
Associates, Business Administration
Howard University 2005 — 2006
N/A, Business Management
Kristopher Cerciello Kristopher Cerciello's Morgan Stanley Smith Barney Experience July 2006 - September 2009
Job Executive Director, Market DirectorInvestments: J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities, LLC November 2010 - Present
J.P. Morgan Securities, LLC September 2009 - November 2010
Morgan Stanley Smith Barney July 2006 - September 2009
Education
Dowling College 2002 — 2004
MBA, General Management, Corporate Finance
SUNY Farmingdale 1999 — 2001
Bachelor's degree, Management of Technology
SUNY Farmingdale 1997 — 1999
Associate's degree, Business Administration
J.P. Morgan Securities, LLC November 2010 - Present
J.P. Morgan Securities, LLC September 2009 - November 2010
Morgan Stanley Smith Barney July 2006 - September 2009
Education
Dowling College 2002 — 2004
MBA, General Management, Corporate Finance
SUNY Farmingdale 1999 — 2001
Bachelor's degree, Management of Technology
SUNY Farmingdale 1997 — 1999
Associate's degree, Business Administration
Brendan Bernstein's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job Investment Banking Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Goldman Sachs May 2014 - August 2014
AthLEAN-X May 2013 - August 2013
Change Works September 2012 - May 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Melissa & Doug August 2010 - August 2011
Education
Duke University 2011 — 2015
Bachelor of Science (B.S.), Economics with Finance Concentration and Markets & Management Certificate
Staples High School 2007 — 2011
Goldman Sachs July 2015 - Present
Goldman Sachs May 2014 - August 2014
AthLEAN-X May 2013 - August 2013
Change Works September 2012 - May 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Melissa & Doug August 2010 - August 2011
Education
Duke University 2011 — 2015
Bachelor of Science (B.S.), Economics with Finance Concentration and Markets & Management Certificate
Staples High School 2007 — 2011
Michael Davino Michael Davino's Morgan Stanley Smith Barney Experience September 2009 - November 2009
Job Private Client Banker at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
State Farm August 2013 - May 2015
Madison Street Capital April 2011 - September 2011
Morgan Stanley Smith Barney September 2009 - November 2009
Vista Capital Management June 2009 - August 2009
Skills
Analysis, Investments, Marketing, Research, Finance, Portfolio Management, Sales, Press Releases, Valuation, Financial Modeling, Project Planning, Financial Analysis, Interviews, Accounting, Trading, Microsoft Excel, Economics, Strategic Planning, Forecasting, Microsoft Office
Education
DePaul University 2008 — 2010
B.S., Finance, Economics
DePaul University
JPMorgan Chase & Co. May 2015 - Present
State Farm August 2013 - May 2015
Madison Street Capital April 2011 - September 2011
Morgan Stanley Smith Barney September 2009 - November 2009
Vista Capital Management June 2009 - August 2009
Skills
Analysis, Investments, Marketing, Research, Finance, Portfolio Management, Sales, Press Releases, Valuation, Financial Modeling, Project Planning, Financial Analysis, Interviews, Accounting, Trading, Microsoft Excel, Economics, Strategic Planning, Forecasting, Microsoft Office
Education
DePaul University 2008 — 2010
B.S., Finance, Economics
DePaul University
Brittany Mitch Brittany Mitch's Morgan Stanley Smith Barney Experience July 2010 - April 2011
Job Teacher at National Cathedral School
Industry Sports
Experience
National Cathedral School September 2012 - Present
One on One Basketball, Inc. April 2011 - July 2012
Morgan Stanley Smith Barney July 2010 - April 2011
Lenoir-Rhyne University January 2009 - May 2010
Lenoir-Rhyne University January 2009 - May 2010
DUKE UNIVERSITY WOMEN'S May 2005 - May 2009
Iron Dukes January 2008 - December 2008
Duke University November 2006 - November 2008
Ronald McDonald House September 2005 - January 2008
HOOP MAGIC GYMNASIUM May 2006 - August 2006
Skills
Marketing, Leadership
Education
Lenoir-Rhyne University 2009 — 2011
MBA, business administration (healthcare)
Duke University 2005 — 2009
BS, Biology and Anatomy
St. John's College High School 2001 — 2005
High School degree
National Cathedral School September 2012 - Present
One on One Basketball, Inc. April 2011 - July 2012
Morgan Stanley Smith Barney July 2010 - April 2011
Lenoir-Rhyne University January 2009 - May 2010
Lenoir-Rhyne University January 2009 - May 2010
DUKE UNIVERSITY WOMEN'S May 2005 - May 2009
Iron Dukes January 2008 - December 2008
Duke University November 2006 - November 2008
Ronald McDonald House September 2005 - January 2008
HOOP MAGIC GYMNASIUM May 2006 - August 2006
Skills
Marketing, Leadership
Education
Lenoir-Rhyne University 2009 — 2011
MBA, business administration (healthcare)
Duke University 2005 — 2009
BS, Biology and Anatomy
St. John's College High School 2001 — 2005
High School degree
Alecia McCarthy's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job Sales Executive at SunGard Financial Systems
Industry Marketing and Advertising
Experience
SunGard Financial Systems March 2015 - Present
SunGard Financial Systems June 2014 - March 2015
Dickinson College August 2010 - May 2014
School of the Holy Child June 2013 - January 2014
Enterprise Rent-A-Car June 2012 - August 2012
CampusGroups.com 2011 - 2011
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Microsoft Office, Photoshop, Social Media, Microsoft Excel, PowerPoint, Brazilian Portuguese, Spanish, Public Speaking, Economics, Adaptable to Changes, Leadership, Social Media Marketing, Marketing, Advertising, Raiser's Edge, Macromedia, International Marketing, Cars, Marketing Communications, Technology, Managing Database, International Business, Fashion, Microsoft Word
Education
Dickinson College 2010 — 2014
Bachelors, International Buisness and Management
Pontifícia Universidade Católica de São Paulo / PUC-SP 2013 — 2013
Business Administration and Management, General
SunGard Financial Systems March 2015 - Present
SunGard Financial Systems June 2014 - March 2015
Dickinson College August 2010 - May 2014
School of the Holy Child June 2013 - January 2014
Enterprise Rent-A-Car June 2012 - August 2012
CampusGroups.com 2011 - 2011
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Microsoft Office, Photoshop, Social Media, Microsoft Excel, PowerPoint, Brazilian Portuguese, Spanish, Public Speaking, Economics, Adaptable to Changes, Leadership, Social Media Marketing, Marketing, Advertising, Raiser's Edge, Macromedia, International Marketing, Cars, Marketing Communications, Technology, Managing Database, International Business, Fashion, Microsoft Word
Education
Dickinson College 2010 — 2014
Bachelors, International Buisness and Management
Pontifícia Universidade Católica de São Paulo / PUC-SP 2013 — 2013
Business Administration and Management, General
Amanda Chirumbolo Amanda Chirumbolo's Morgan Stanley Smith Barney Experience January 2011 - May 2011
Job Marketing and Communications Manager
Industry Public Relations and Communications
Experience
The Education Partnership, PA November 2014 - Present
Alliance Health, Inc. September 2014 - Present
The Adonai Center September 2013 - August 2014
Duquesne University 2012 - June 2013
AmeriCorps Alums August 2011 - August 2012
Strong Women, Strong Girls August 2011 - May 2012
Giant Ideas May 2011 - August 2011
Morgan Stanley, Smith Barney January 2011 - May 2011
Performance Results Corportation May 2010 - December 2010
Skills
Fundraising, Marketing, Social Media, Event Planning, Leadership, Public Speaking, Newsletters, Event Management, Marketing Communications, International..., Market Research, Social Media..., Marketing Strategy, Data Entry, Nonprofits, Community Outreach, Social Networking, Microsoft Office, Non-profits, Photography, Adobe Creative Suite, PowerPoint, Research, Microsoft Excel, Public Relations, Microsoft Word, Management, Social Media Marketing, Customer Service, Facebook, Time Management, Editing, Strategic Planning
Education
Duquesne University 2013 — 2014
Master of Science (M.S. Ed), Educational Studies, 3.9
Duquesne University 2008 — 2012
Bachelor of Arts (B.A.), Integrated Marketing Communication & Broadcast Journalism, 3.5
Canon McMillan High School 2004 — 2008
The Education Partnership, PA November 2014 - Present
Alliance Health, Inc. September 2014 - Present
The Adonai Center September 2013 - August 2014
Duquesne University 2012 - June 2013
AmeriCorps Alums August 2011 - August 2012
Strong Women, Strong Girls August 2011 - May 2012
Giant Ideas May 2011 - August 2011
Morgan Stanley, Smith Barney January 2011 - May 2011
Performance Results Corportation May 2010 - December 2010
Skills
Fundraising, Marketing, Social Media, Event Planning, Leadership, Public Speaking, Newsletters, Event Management, Marketing Communications, International..., Market Research, Social Media..., Marketing Strategy, Data Entry, Nonprofits, Community Outreach, Social Networking, Microsoft Office, Non-profits, Photography, Adobe Creative Suite, PowerPoint, Research, Microsoft Excel, Public Relations, Microsoft Word, Management, Social Media Marketing, Customer Service, Facebook, Time Management, Editing, Strategic Planning
Education
Duquesne University 2013 — 2014
Master of Science (M.S. Ed), Educational Studies, 3.9
Duquesne University 2008 — 2012
Bachelor of Arts (B.A.), Integrated Marketing Communication & Broadcast Journalism, 3.5
Canon McMillan High School 2004 — 2008
Nicholas Della Fera Nicholas Della Fera's Morgan Stanley Smith Barney Experience July 2012 - October 2012
Job Perrigo Company plc
Industry Pharmaceuticals
Experience
Perrigo Company plc January 2014 - Present
Fera Pharmaceuticals May 2010 - September 2013
Morgan Stanley Smith Barney July 2012 - October 2012
Drew University September 2009 - May 2011
Education
Drew University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Perrigo Company plc January 2014 - Present
Fera Pharmaceuticals May 2010 - September 2013
Morgan Stanley Smith Barney July 2012 - October 2012
Drew University September 2009 - May 2011
Education
Drew University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Heather Marie Dolce, CRCP Heather Marie Dolce, CRCP's Morgan Stanley Smith Barney Experience January 2010 - August 2012
Job
Industry Financial Services
Experience
Wells Fargo Advisors August 2012 - Present
Morgan Stanley Smith Barney January 2010 - August 2012
Morgan Stanley Smith Barney February 2004 - January 2010
Smith Barney August 2002 - March 2004
Education
Drexel University
Thomas R. Kline School of Law
Drexel University 2007 — 2011
University of Pennsylvania - The Wharton School 2008 — 2010
CRCP
University of West Florida 1994 — 1998
Cum Laude
Wells Fargo Advisors August 2012 - Present
Morgan Stanley Smith Barney January 2010 - August 2012
Morgan Stanley Smith Barney February 2004 - January 2010
Smith Barney August 2002 - March 2004
Education
Drexel University
Thomas R. Kline School of Law
Drexel University 2007 — 2011
University of Pennsylvania - The Wharton School 2008 — 2010
CRCP
University of West Florida 1994 — 1998
Cum Laude
Michael Ember Michael Ember's Morgan Stanley Smith Barney Experience June 2011 - September 2011
Job Investment Banking Analyst at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company June 2015 - Present
Mesirow Financial July 2014 - June 2015
Mesirow Financial June 2013 - August 2013
Executive Board, UChicago Investment Banking Group June 2012 - June 2013
InterOcean Advisors LLC July 2012 - September 2012
MySocialCloud.com March 2012 - July 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Tootsie Roll Industries May 2010 - August 2010
Skills
Microsoft Excel, Spanish, Microsoft Word, PowerPoint, Capital IQ, Bloomberg Terminal, OneSource
Education
University of Chicago 2010 — 2014
Bachelor's degree, Economics
The University of Chicago - Booth School of Business 2012 — 2014
DePaul University 2012 — 2012
Accounting
London School of Economics and Political Science 2012 — 2012
Finance, General
Fenwick High School 2006 — 2010
William Blair & Company June 2015 - Present
Mesirow Financial July 2014 - June 2015
Mesirow Financial June 2013 - August 2013
Executive Board, UChicago Investment Banking Group June 2012 - June 2013
InterOcean Advisors LLC July 2012 - September 2012
MySocialCloud.com March 2012 - July 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Tootsie Roll Industries May 2010 - August 2010
Skills
Microsoft Excel, Spanish, Microsoft Word, PowerPoint, Capital IQ, Bloomberg Terminal, OneSource
Education
University of Chicago 2010 — 2014
Bachelor's degree, Economics
The University of Chicago - Booth School of Business 2012 — 2014
DePaul University 2012 — 2012
Accounting
London School of Economics and Political Science 2012 — 2012
Finance, General
Fenwick High School 2006 — 2010
Logan Zelinsky Logan Zelinsky's Morgan Stanley Smith Barney Experience October 2010 - March 2011
Job Realtor at ReMax Results
Industry Marketing and Advertising
Experience
RE/MAX Results November 2012 - Present
RE/MAX Results June 2012 - Present
Morgan Stanley Smith Barney October 2010 - March 2011
Skills
Microsoft Office, Market Research, Social Media, Customer Service, Facebook, Social Networking, SPSS, PowerPoint, Investment Properties, Real Estate, Relocation Buyers, New Home Sales, Listings, Single Family Homes, Relocation, Referrals, Short Sales, Buyer Representation, Investors, Foreclosures, Selling, Residential Homes, Sellers, Marketing, Real Estate Transactions, Condos, First Time Home Buyers, Luxury, Real Estate License, Commercial Real Estate, Sales
Education
Kaplan Professional School 2012 — 2012
Minnesota Real Estate License, Real Estate
DePaul University 2008 — 2011
BS-Commerce, Marketing/Economics
University of St. Thomas 2007 — 2008
Edina High School 2005 — 2007
Orono High School 2003 — 2005
RE/MAX Results November 2012 - Present
RE/MAX Results June 2012 - Present
Morgan Stanley Smith Barney October 2010 - March 2011
Skills
Microsoft Office, Market Research, Social Media, Customer Service, Facebook, Social Networking, SPSS, PowerPoint, Investment Properties, Real Estate, Relocation Buyers, New Home Sales, Listings, Single Family Homes, Relocation, Referrals, Short Sales, Buyer Representation, Investors, Foreclosures, Selling, Residential Homes, Sellers, Marketing, Real Estate Transactions, Condos, First Time Home Buyers, Luxury, Real Estate License, Commercial Real Estate, Sales
Education
Kaplan Professional School 2012 — 2012
Minnesota Real Estate License, Real Estate
DePaul University 2008 — 2011
BS-Commerce, Marketing/Economics
University of St. Thomas 2007 — 2008
Edina High School 2005 — 2007
Orono High School 2003 — 2005
Brian Delaney's Morgan Stanley Smith Barney Experience August 2009 - August 2012
Job Purchasing and Planning Manager at One Industries
Industry Apparel & Fashion
Experience
One Industries November 2014 - Present
Ralph Lauren July 2014 - October 2014
Ralph Lauren August 2012 - July 2014
Morgan Stanley Smith Barney August 2009 - August 2012
Morgan Stanley Smith Barney November 2006 - August 2009
Skills
Separately Managed..., Forecasting, Alternative Investments, Wealth Management, Financial Services, Business Development, Business Analysis, Demand Planning, Data Analysis, QlikView, NetSuite, Retail Sales Analysis, Customer Service, Competitive Analysis, Financial Analysis, Financial Modeling, Asset Allocation, Asset Management, Investment Advisory, Analysis, Strategy, Demand Forecasting, User Interface Design
Education
Dickinson College
BA, Political Science
One Industries November 2014 - Present
Ralph Lauren July 2014 - October 2014
Ralph Lauren August 2012 - July 2014
Morgan Stanley Smith Barney August 2009 - August 2012
Morgan Stanley Smith Barney November 2006 - August 2009
Skills
Separately Managed..., Forecasting, Alternative Investments, Wealth Management, Financial Services, Business Development, Business Analysis, Demand Planning, Data Analysis, QlikView, NetSuite, Retail Sales Analysis, Customer Service, Competitive Analysis, Financial Analysis, Financial Modeling, Asset Allocation, Asset Management, Investment Advisory, Analysis, Strategy, Demand Forecasting, User Interface Design
Education
Dickinson College
BA, Political Science
Vladimir Ilić, MBA Vladimir Ilić, MBA's Morgan Stanley Smith Barney Experience September 2005 - July 2006
Job Financial Constultant Wholesale Finance at Wells Fargo Insurance Services
Industry Banking
Experience
Wells Fargo Insurance Services July 2015 - Present
FICO June 2014 - July 2015
Allianz Life May 2012 - June 2014
Nationwide Insurance November 2006 - May 2012
Morgan Stanley Smith Barney September 2005 - July 2006
Skills
Insurance, Pricing, Property & Casualty..., Life Insurance, Fixed Annuities, Finance, Marketing, Team-oriented, Analytics, Auto Insurance, Annuities, Financial Analysis, Communication Skills, Data Mining, Variable Annuities, Project Management, Hyperion Brio, Visual Basic, Lotus Notes, Time Management, Sales Analysis, Microsoft Office, Collaboration, Result Oriented, Responsible, MicroStrategy Reporting, Galaxy Data Warehouse, Oracle BIEE, Salesforce.com, Anaplan, Eloqua, Xactly, Financial Risk, Casualty, Risk Management, Casualty Insurance, Business Analysis, Process Improvement, Sales, Commercial Insurance, Claim
Education
Drake University 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Wartburg College 2001 — 2004
Bachelor’s Degree, Economics
Wells Fargo Insurance Services July 2015 - Present
FICO June 2014 - July 2015
Allianz Life May 2012 - June 2014
Nationwide Insurance November 2006 - May 2012
Morgan Stanley Smith Barney September 2005 - July 2006
Skills
Insurance, Pricing, Property & Casualty..., Life Insurance, Fixed Annuities, Finance, Marketing, Team-oriented, Analytics, Auto Insurance, Annuities, Financial Analysis, Communication Skills, Data Mining, Variable Annuities, Project Management, Hyperion Brio, Visual Basic, Lotus Notes, Time Management, Sales Analysis, Microsoft Office, Collaboration, Result Oriented, Responsible, MicroStrategy Reporting, Galaxy Data Warehouse, Oracle BIEE, Salesforce.com, Anaplan, Eloqua, Xactly, Financial Risk, Casualty, Risk Management, Casualty Insurance, Business Analysis, Process Improvement, Sales, Commercial Insurance, Claim
Education
Drake University 2004 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Wartburg College 2001 — 2004
Bachelor’s Degree, Economics
Vanessa Macadory Vanessa Macadory's Morgan Stanley Smith Barney Experience April 2007 - September 2011
Job Experienced Customer Service Manager/Client Verification/Trend Analyst for CIP/Patriot Act Compliance
Industry Consumer Services
Experience
Morgan Stanley Smith Barney April 2007 - September 2011
Lennox International January 1996 - July 2006
Skills
Microsoft Office, SAP, CPS, Program Management, Training, Policy, Software Documentation, Customer Service, Project Planning, Recruiting, Coaching
Education
DeVry Institute of Technology 1987 — 1988
N/a, Business Management
Taylor High School 1983 — 1987
High School Diploma, English, Math, History
Morgan Stanley Smith Barney April 2007 - September 2011
Lennox International January 1996 - July 2006
Skills
Microsoft Office, SAP, CPS, Program Management, Training, Policy, Software Documentation, Customer Service, Project Planning, Recruiting, Coaching
Education
DeVry Institute of Technology 1987 — 1988
N/a, Business Management
Taylor High School 1983 — 1987
High School Diploma, English, Math, History
Vikas Pandya Vikas Pandya's Morgan Stanley Smith Barney Experience January 2011 - December 2011
Job AVP at Barclays Capital
Industry Financial Services
Experience
Barclays Capital December 2011 - Present
Morgan Stanley Smith Barney January 2011 - December 2011
JP Morgan Chase April 2008 - November 2010
JP morgan chase September 2006 - March 2008
Tmob Mobile Technology July 2005 - June 2006
Skills
User Acceptance Testing, Quality Center, SDLC, Test Planning, Release Management, Requirements Analysis, Business Requirements, Software Project..., Regression Testing, Testing, Software Quality..., Test Management, Quality Assurance, Business Analysis, System Testing, SQL, Test Cases, Visio, Requirements Gathering, Waterfall
Education
Dharmsinh Desai Institute of Technology 1994 — 1998
BE, Electronics and Communication
Barclays Capital December 2011 - Present
Morgan Stanley Smith Barney January 2011 - December 2011
JP Morgan Chase April 2008 - November 2010
JP morgan chase September 2006 - March 2008
Tmob Mobile Technology July 2005 - June 2006
Skills
User Acceptance Testing, Quality Center, SDLC, Test Planning, Release Management, Requirements Analysis, Business Requirements, Software Project..., Regression Testing, Testing, Software Quality..., Test Management, Quality Assurance, Business Analysis, System Testing, SQL, Test Cases, Visio, Requirements Gathering, Waterfall
Education
Dharmsinh Desai Institute of Technology 1994 — 1998
BE, Electronics and Communication
Marek Lapinski Marek Lapinski's Morgan Stanley Smith Barney Experience May 2008 - May 2009
Job VP, Finance and Business Strategy at T3D
Industry Defense & Space
Experience
Tactical 3rd Dimension Systems, Inc. September 2011 - Present
UBS May 2009 - May 2011
Kuwait June 2010 - July 2010
Morgan Stanley Smith Barney May 2008 - May 2009
Skills
Private Equity, Corporate Finance, Business Strategy, Managerial Finance, Financial Analysis, Market Analysis, Investment Management, Valuation, Entrepreneurship, Entrepreneurial Finance, Asset Allocation, International Business..., Risk Management, Leadership, Investor Relations, Financial Statements, Capital Markets, Hedge Funds, Finance, Investment Strategies
Education
Duquesne University
B.S. in Business Administration, Double Major: Finance and Investment Management
North Allegheny Senior High
Tactical 3rd Dimension Systems, Inc. September 2011 - Present
UBS May 2009 - May 2011
Kuwait June 2010 - July 2010
Morgan Stanley Smith Barney May 2008 - May 2009
Skills
Private Equity, Corporate Finance, Business Strategy, Managerial Finance, Financial Analysis, Market Analysis, Investment Management, Valuation, Entrepreneurship, Entrepreneurial Finance, Asset Allocation, International Business..., Risk Management, Leadership, Investor Relations, Financial Statements, Capital Markets, Hedge Funds, Finance, Investment Strategies
Education
Duquesne University
B.S. in Business Administration, Double Major: Finance and Investment Management
North Allegheny Senior High
Samantha Mack Samantha Mack's Morgan Stanley Smith Barney Experience September 2012 - December 2012
Job Assistant Recruiter at Centron
Industry Pharmaceuticals
Experience
Centron July 2014 - Present
Morgan Stanley Smith Barney September 2012 - December 2012
Healthstar Communications June 2010 - August 2012
ESSRx 2007 - 2009
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Event Planning
Education
Drew University 2010 — 2014
Rider University 2009 — 2010
Montclair Kimberley Academy 2004 — 2009
Centron July 2014 - Present
Morgan Stanley Smith Barney September 2012 - December 2012
Healthstar Communications June 2010 - August 2012
ESSRx 2007 - 2009
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Social Media, Event Planning
Education
Drew University 2010 — 2014
Rider University 2009 — 2010
Montclair Kimberley Academy 2004 — 2009
W Carl Meyer's Morgan Stanley Smith Barney Experience December 2001 - February 2009
Job Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott February 2009 - Present
Morgan Stanley Smith Barney December 2001 - February 2009
Prudential Securities April 1996 - December 2001
Skills
Wealth Management, Investments, Retirement Planning, Mutual Funds, Asset Allocation, Series 7, Investment Advisory, Investment Strategies, Alternative Investments, Retirement
Education
Drexel University 1981 — 2004
Commerce and Engineering
Janney Montgomery Scott February 2009 - Present
Morgan Stanley Smith Barney December 2001 - February 2009
Prudential Securities April 1996 - December 2001
Skills
Wealth Management, Investments, Retirement Planning, Mutual Funds, Asset Allocation, Series 7, Investment Advisory, Investment Strategies, Alternative Investments, Retirement
Education
Drexel University 1981 — 2004
Commerce and Engineering
Lucas Mroz Lucas Mroz's Morgan Stanley Smith Barney Experience June 2012 - March 2013
Job Registered Service Associate to Todd Hatfield at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2013 - Present
Morgan Stanley Smith Barney June 2012 - March 2013
Honor Flight Chicago May 2011 - June 2012
New York Life Insurance Company October 2009 - May 2011
Aldonex Inc. February 2008 - December 2009
Skills
Microsoft Office, Excel, Stamps.com, Filezilla, Insurance, Logistics, Non-profits, Problem Solving, Business Analysis, Data Analysis, Database Management, Access, Financial Analysis, Analytics, Financial Planning, Office Management, Operations Management, Managerial, Account Management, Opening New Accounts, Customer Service, Wealth Management..., Financial Services, Series 7, Series 63
Education
DePaul University 2007 — 2009
Bachelors, Finance
Morgan Stanley Wealth Management March 2013 - Present
Morgan Stanley Smith Barney June 2012 - March 2013
Honor Flight Chicago May 2011 - June 2012
New York Life Insurance Company October 2009 - May 2011
Aldonex Inc. February 2008 - December 2009
Skills
Microsoft Office, Excel, Stamps.com, Filezilla, Insurance, Logistics, Non-profits, Problem Solving, Business Analysis, Data Analysis, Database Management, Access, Financial Analysis, Analytics, Financial Planning, Office Management, Operations Management, Managerial, Account Management, Opening New Accounts, Customer Service, Wealth Management..., Financial Services, Series 7, Series 63
Education
DePaul University 2007 — 2009
Bachelors, Finance
Alex Fitch Alex Fitch's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Research Analyst at Harris Associates L.P.
Industry Investment Management
Experience
Harris Associates L.P. June 2013 - Present
Harris Associates L.P. September 2011 - June 2013
UBS Investment Bank July 2010 - August 2011
Morgan Stanley Smith Barney May 2009 - August 2009
Eli Lilly and Company February 2009 - May 2009
Wachovia, A Wells Fargo Company May 2008 - August 2008
Skills
Microsoft Word
Education
DePauw University 2006 — 2010
B.A., Economics, Mathematics
Harris Associates L.P. June 2013 - Present
Harris Associates L.P. September 2011 - June 2013
UBS Investment Bank July 2010 - August 2011
Morgan Stanley Smith Barney May 2009 - August 2009
Eli Lilly and Company February 2009 - May 2009
Wachovia, A Wells Fargo Company May 2008 - August 2008
Skills
Microsoft Word
Education
DePauw University 2006 — 2010
B.A., Economics, Mathematics
Rodion Loyfman Rodion Loyfman's Morgan Stanley Smith Barney Experience June 2002 - September 2002
Job Claims Specialist at State Farm Insurance
Industry Insurance
Experience
State Farm Insurance January 2007 - Present
Landmark Audio Technologies September 2006 - December 2006
University at Albany September 2005 - October 2006
LOW respiratory June 2004 - September 2004
University at Albany 2003 - 2004
Boris Sagalovich MD 2001 - 2003
Morgan Stanley Smith Barney June 2002 - September 2002
Skills
Data Entry, Fast Learner, Microsoft Office, Visual Basic, XHTML, Time Management, Customer Service, Customer Satisfaction, Windows, Microsoft Publisher, Access, Outlook, Critical Thinking, Spreadsheets, Insurance, Microsoft Excel, Microsoft Word, Marketing, PowerPoint, Training
Education
Dowling College 2007 — 2009
MBA, Business Administration
SUNY Albany 2006 — 2009
Bachelors, Business Administration
State Farm Insurance January 2007 - Present
Landmark Audio Technologies September 2006 - December 2006
University at Albany September 2005 - October 2006
LOW respiratory June 2004 - September 2004
University at Albany 2003 - 2004
Boris Sagalovich MD 2001 - 2003
Morgan Stanley Smith Barney June 2002 - September 2002
Skills
Data Entry, Fast Learner, Microsoft Office, Visual Basic, XHTML, Time Management, Customer Service, Customer Satisfaction, Windows, Microsoft Publisher, Access, Outlook, Critical Thinking, Spreadsheets, Insurance, Microsoft Excel, Microsoft Word, Marketing, PowerPoint, Training
Education
Dowling College 2007 — 2009
MBA, Business Administration
SUNY Albany 2006 — 2009
Bachelors, Business Administration
Kelley Plass's Morgan Stanley Smith Barney Experience June 2004 - September 2006
Job Instruction and Research Librarian at Lewis University
Industry Higher Education
Experience
Lewis University May 2010 - Present
Lewis University May 2010 - Present
Lewis University January 2010 - April 2010
Morgan Stanley Smith Barney June 2004 - September 2006
Morgan Stanley Smith Barney January 1998 - June 2004
Morgan Stanley Smith Barney June 1994 - December 1997
Morgan Stanley Smith Barney August 1990 - June 1994
Renton Public Library September 1988 - August 1990
Skills
Information Literacy, Access, Teaching, Social Media, Research, Higher Education, Public Speaking, Social Networking, Government Documents, Microsoft Word, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Library Instruction, Circulation, Community Outreach
Education
Dominican University 2007 — 2010
MS, Library Information Science
University of Phoenix 2002 — 2005
BS, Management
Lewis University May 2010 - Present
Lewis University May 2010 - Present
Lewis University January 2010 - April 2010
Morgan Stanley Smith Barney June 2004 - September 2006
Morgan Stanley Smith Barney January 1998 - June 2004
Morgan Stanley Smith Barney June 1994 - December 1997
Morgan Stanley Smith Barney August 1990 - June 1994
Renton Public Library September 1988 - August 1990
Skills
Information Literacy, Access, Teaching, Social Media, Research, Higher Education, Public Speaking, Social Networking, Government Documents, Microsoft Word, Customer Service, Microsoft Excel, PowerPoint, Microsoft Office, Library Instruction, Circulation, Community Outreach
Education
Dominican University 2007 — 2010
MS, Library Information Science
University of Phoenix 2002 — 2005
BS, Management
Sravanthi Putumbaka Sravanthi Putumbaka's Morgan Stanley Smith Barney Experience 2009 - 2009
Job Investment Banking Analyst
Industry Investment Banking
Experience
Ziegler 2013 - Present
UBS 2010 - 2011
Morgan Stanley Smith Barney 2009 - 2009
U.S. Senatorial Campaign: Amy Klobuchar August 2006 - November 2006
Skills
Strategic Financial..., Mutual Funds, Market Research, Economics, Bloomberg, Financial Modeling, Investments, Equities, Financial Analysis, Microsoft Excel
Education
DePaul University 2007 — 2011
Bachelor of Science and Bachelor of Arts, Economics, Philosophy
Ziegler 2013 - Present
UBS 2010 - 2011
Morgan Stanley Smith Barney 2009 - 2009
U.S. Senatorial Campaign: Amy Klobuchar August 2006 - November 2006
Skills
Strategic Financial..., Mutual Funds, Market Research, Economics, Bloomberg, Financial Modeling, Investments, Equities, Financial Analysis, Microsoft Excel
Education
DePaul University 2007 — 2011
Bachelor of Science and Bachelor of Arts, Economics, Philosophy
Richard Hawk's Morgan Stanley Smith Barney Experience October 1993 - January 2009
Job Managing Director at Bay Port Wealth Management
Industry Investment Management
Experience
Bay Port Wealth Management January 2009 - Present
Morgan Stanley Smith Barney October 1993 - January 2009
Education
DePauw University 1989 — 1993
B.A., Sociology
Bay Port Wealth Management January 2009 - Present
Morgan Stanley Smith Barney October 1993 - January 2009
Education
DePauw University 1989 — 1993
B.A., Sociology
David Brandvik David Brandvik's Morgan Stanley Smith Barney Experience 1989 - 2009
Job Financial Advisor at Sagamore Advisors of Raymond James & Associates
Industry Financial Services
Experience
Sagamore Advisors of Raymond James May 2009 - Present
Morgan Stanley Smith Barney 1989 - 2009
Skills
Retirement Planning, Investments, Strategic Financial..., Wealth Management, Asset Allocation, Financial Advisory, Estate Planning, Financial Planning, Securities, Series 7, Asset Managment, Mutual Funds, Series 63, Portfolio Management, 401k, Investment Advisory, Investment Management, Finance, Management, Retirement, Alternative Investments, Financial Services, Asset Management, Real Estate, Management Consulting, Coaching
Education
Miami University
MBA, Marketing
DePauw University 1977 — 1981
BA, Economics
Sagamore Advisors of Raymond James May 2009 - Present
Morgan Stanley Smith Barney 1989 - 2009
Skills
Retirement Planning, Investments, Strategic Financial..., Wealth Management, Asset Allocation, Financial Advisory, Estate Planning, Financial Planning, Securities, Series 7, Asset Managment, Mutual Funds, Series 63, Portfolio Management, 401k, Investment Advisory, Investment Management, Finance, Management, Retirement, Alternative Investments, Financial Services, Asset Management, Real Estate, Management Consulting, Coaching
Education
Miami University
MBA, Marketing
DePauw University 1977 — 1981
BA, Economics
Brian Raffaele Brian Raffaele's Morgan Stanley Smith Barney Experience August 2012 - November 2012
Job
Industry Real Estate
Experience
myFootpath November 2014 - Present
Equity LifeStyle Properties, Inc. July 2014 - November 2014
Scrubzz August 2013 - May 2014
DePaul University January 2013 - June 2013
DePaul University September 2012 - June 2013
Morgan Stanley Smith Barney August 2012 - November 2012
Seton Hall University January 2012 - May 2012
Seton Hall University August 2011 - May 2012
New Jersey Devils September 2011 - December 2011
Monroe Securities January 2007 - July 2011
Skills
Management, Customer Service, Event Management, Sales, PowerPoint, Business Development, Microsoft Excel, Sports, Account Management, Project Management, Strategy, Marketing, Microsoft Office, Equities, Sports Management, Operations Management, Public Speaking, Microsoft Word, Business Strategy, Leadership, EndNote, Library Databases, Coordinating Special..., Research, Word, Excel, JIRA, Silverpop, Basecamp, Trello
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2013
Master of Business Administration (MBA) - with distinction, Leadership & Change Management
Seton Hall University 2011 — 2012
Master of Business Administration (MBA)
The University of Chicago 2010 — 2011
Financial Decision Making Certificate Program, Graham School of General Studies
The University of Chicago 1998 — 2002
BA, Political Science
Manhasset High School 1994 — 1998
Regents Diploma
myFootpath November 2014 - Present
Equity LifeStyle Properties, Inc. July 2014 - November 2014
Scrubzz August 2013 - May 2014
DePaul University January 2013 - June 2013
DePaul University September 2012 - June 2013
Morgan Stanley Smith Barney August 2012 - November 2012
Seton Hall University January 2012 - May 2012
Seton Hall University August 2011 - May 2012
New Jersey Devils September 2011 - December 2011
Monroe Securities January 2007 - July 2011
Skills
Management, Customer Service, Event Management, Sales, PowerPoint, Business Development, Microsoft Excel, Sports, Account Management, Project Management, Strategy, Marketing, Microsoft Office, Equities, Sports Management, Operations Management, Public Speaking, Microsoft Word, Business Strategy, Leadership, EndNote, Library Databases, Coordinating Special..., Research, Word, Excel, JIRA, Silverpop, Basecamp, Trello
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 2012 — 2013
Master of Business Administration (MBA) - with distinction, Leadership & Change Management
Seton Hall University 2011 — 2012
Master of Business Administration (MBA)
The University of Chicago 2010 — 2011
Financial Decision Making Certificate Program, Graham School of General Studies
The University of Chicago 1998 — 2002
BA, Political Science
Manhasset High School 1994 — 1998
Regents Diploma
Craig E. Avidano, Esq.'s Morgan Stanley Smith Barney Experience May 2010 - March 2012
Job at
Industry Financial Services
Experience
MUFG Americas November 2014 - Present
Citi May 2013 - November 2014
Federal Reserve Bank of New York March 2012 - May 2013
Morgan Stanley Smith Barney May 2010 - March 2012
UBS International March 2006 - May 2010
Deutsche Bank September 2004 - March 2006
Deutsche Bank January 2004 - September 2004
Fidelity Investments March 2001 - December 2003
Fidelity Investments March 2000 - March 2001
Schroder Inc January 1999 - March 2000
Skills
AML, KYC, CAMS, USA PATRIOT Act, OFAC, Regulations, Financial Institutions, Series 7, Risk Management, SEC, Enterprise Risk..., Corporate Governance, FCPA, Securities Regulation, FINRA, Banking, Sanction, Capital Markets, Risk Assessment, Bank Secrecy Act, Due Diligence, Investments, Trading, Investment Banking, Series 24, Investment Advisory, Financial Services, Series 63, Internal Audit, Wealth Management, Series 65, Private Equity, Operational Risk, Anti Money Laundering, Certified Anti-Money..., Financial Markets, Fixed Income, Hedge Funds, Mutual Funds, Operational Risk..., Prime Brokerage, Securities
Education
Seton Hall University School of Law 2000 — 2004
JD, Law
Dowling College 1997 — 1998
MBA, Banking and Finance
State University of New York College at Oneonta 1994 — 1996
BS, Economics and Business
MUFG Americas November 2014 - Present
Citi May 2013 - November 2014
Federal Reserve Bank of New York March 2012 - May 2013
Morgan Stanley Smith Barney May 2010 - March 2012
UBS International March 2006 - May 2010
Deutsche Bank September 2004 - March 2006
Deutsche Bank January 2004 - September 2004
Fidelity Investments March 2001 - December 2003
Fidelity Investments March 2000 - March 2001
Schroder Inc January 1999 - March 2000
Skills
AML, KYC, CAMS, USA PATRIOT Act, OFAC, Regulations, Financial Institutions, Series 7, Risk Management, SEC, Enterprise Risk..., Corporate Governance, FCPA, Securities Regulation, FINRA, Banking, Sanction, Capital Markets, Risk Assessment, Bank Secrecy Act, Due Diligence, Investments, Trading, Investment Banking, Series 24, Investment Advisory, Financial Services, Series 63, Internal Audit, Wealth Management, Series 65, Private Equity, Operational Risk, Anti Money Laundering, Certified Anti-Money..., Financial Markets, Fixed Income, Hedge Funds, Mutual Funds, Operational Risk..., Prime Brokerage, Securities
Education
Seton Hall University School of Law 2000 — 2004
JD, Law
Dowling College 1997 — 1998
MBA, Banking and Finance
State University of New York College at Oneonta 1994 — 1996
BS, Economics and Business
Vincent Roth's Morgan Stanley Smith Barney Experience October 2007 - November 2012
Job
Industry Financial Services
Experience
Merrill Lynch November 2012 - Present
Morgan Stanley Smith Barney October 2007 - November 2012
Merrill Lynch May 2004 - October 2007
Morgan Stanley June 2002 - May 2004
Skills
Alternative Investments, Asset Allocation, Portfolio Management, Wealth Management, Financial Planning, Estate Planning, Equities, Finance, Fixed Income, Investments, Securities, Mutual Funds, Strategic Financial..., Asset Management, Series 7, Financial Analysis, Series 63
Education
Drexel University - LeBow College of Business 2000 — 2002
MBA
Drexel University 1995 — 1999
Bachelor's degree
Merrill Lynch November 2012 - Present
Morgan Stanley Smith Barney October 2007 - November 2012
Merrill Lynch May 2004 - October 2007
Morgan Stanley June 2002 - May 2004
Skills
Alternative Investments, Asset Allocation, Portfolio Management, Wealth Management, Financial Planning, Estate Planning, Equities, Finance, Fixed Income, Investments, Securities, Mutual Funds, Strategic Financial..., Asset Management, Series 7, Financial Analysis, Series 63
Education
Drexel University - LeBow College of Business 2000 — 2002
MBA
Drexel University 1995 — 1999
Bachelor's degree
Jeremy Molish's Morgan Stanley Smith Barney Experience 1994 - 1997
Job Vice President, Operations at Professional Capital Services
Industry Financial Services
Experience
Professional Capital Services May 2013 - December 2014
Pershing, a BNY Mellon company March 2003 - May 2013
PNC Managed Investments (formally ADVISORport, Inc.), 2003 - 2010
US Trust 1998 - 2003
Janney Montgomery Scott 1997 - 1998
Morgan Stanley Smith Barney 1994 - 1997
Skills
Wealth Management, Team Leadership, Operational Risk..., Trading, Process Improvement, Asset Management, Trading Systems, Securities, Investments, Asset Allocation, Series 7, Finance, Portfolio Management, Financial Services, Mutual Funds, Management, Equities
Education
Drexel University 1999 — 2003
MBA, Finance-Investment Management
Ithaca College 1989 — 1993
BS, Economics - Management
Professional Capital Services May 2013 - December 2014
Pershing, a BNY Mellon company March 2003 - May 2013
PNC Managed Investments (formally ADVISORport, Inc.), 2003 - 2010
US Trust 1998 - 2003
Janney Montgomery Scott 1997 - 1998
Morgan Stanley Smith Barney 1994 - 1997
Skills
Wealth Management, Team Leadership, Operational Risk..., Trading, Process Improvement, Asset Management, Trading Systems, Securities, Investments, Asset Allocation, Series 7, Finance, Portfolio Management, Financial Services, Mutual Funds, Management, Equities
Education
Drexel University 1999 — 2003
MBA, Finance-Investment Management
Ithaca College 1989 — 1993
BS, Economics - Management
Beth Fehmel's Morgan Stanley Smith Barney Experience 2009 - 2010
Job Human Resources Business Partner at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2011 - Present
Citigroup 1985 - Present
Citi Global Wealth Management 1985 - Present
Morgan Stanley Smith Barney 2009 - 2010
Morgan Stanley Smith Barney 2009 - 2010
Skills
Career Development, Coaching, Deferred Compensation, Employee Engagement, Employee Relations, Executive Coaching, HR Policies, HRIS, Leadership, Leadership Development, Mergers, Onboarding, Organizational..., Personnel Management, Process Improvement, Project Management, Risk Management, Succession Planning, Talent Acquisition, Talent Management, Training, Workforce Planning, Performance Management, Human Resources
Education
Duke University 1981 — 1985
JPMorgan Chase January 2011 - Present
Citigroup 1985 - Present
Citi Global Wealth Management 1985 - Present
Morgan Stanley Smith Barney 2009 - 2010
Morgan Stanley Smith Barney 2009 - 2010
Skills
Career Development, Coaching, Deferred Compensation, Employee Engagement, Employee Relations, Executive Coaching, HR Policies, HRIS, Leadership, Leadership Development, Mergers, Onboarding, Organizational..., Personnel Management, Process Improvement, Project Management, Risk Management, Succession Planning, Talent Acquisition, Talent Management, Training, Workforce Planning, Performance Management, Human Resources
Education
Duke University 1981 — 1985
Melanie Jenkins's Morgan Stanley Smith Barney Experience June 2009 - August 2012
Job Principal Law Clerk to Judge
Industry Financial Services
Experience
New York State Unified Court System January 2015 - Present
JPMorgan Chase May 2013 - October 2014
Morgan Stanley Smith Barney June 2009 - August 2012
Citigroup - Smith Barney January 2006 - June 2009
New York State Attorney General, Investor Protection Bureau May 1995 - December 2005
Skills
Securities Regulation, FINRA, Securities, AML, Corporate Governance, Litigation, Project Management, Team Management, Regulatory Affairs, Public Speaking, Broker-Dealer, Civil Litigation, Dispute Resolution, Employment Law, Financial Services, KYC, Series 7, Equities, Asset Management, OFAC, Mutual Funds, Private Investigations, Hedge Funds, Due Diligence, Capital Markets, Financial Risk, USA PATRIOT Act, Risk Management, Alternative Investments, Financial Regulation, Investments
Education
SUNY Buffalo Law School 1987 — 1990
JD
Dickinson College
BA, Political Science and International Studies
New York State Unified Court System January 2015 - Present
JPMorgan Chase May 2013 - October 2014
Morgan Stanley Smith Barney June 2009 - August 2012
Citigroup - Smith Barney January 2006 - June 2009
New York State Attorney General, Investor Protection Bureau May 1995 - December 2005
Skills
Securities Regulation, FINRA, Securities, AML, Corporate Governance, Litigation, Project Management, Team Management, Regulatory Affairs, Public Speaking, Broker-Dealer, Civil Litigation, Dispute Resolution, Employment Law, Financial Services, KYC, Series 7, Equities, Asset Management, OFAC, Mutual Funds, Private Investigations, Hedge Funds, Due Diligence, Capital Markets, Financial Risk, USA PATRIOT Act, Risk Management, Alternative Investments, Financial Regulation, Investments
Education
SUNY Buffalo Law School 1987 — 1990
JD
Dickinson College
BA, Political Science and International Studies
Masa Yamazaki's Morgan Stanley Smith Barney Experience 2007 - 2009
Job
Industry Financial Services
Experience
Acolyte Technologies Corp. May 2009 - July 2014
Morgan Stanley Smith Barney 2007 - 2009
Acolyte Technologies Corp. 1999 - 2007
CIBC World Markets 1996 - 1998
Goldman Sachs 1994 - 1996
Skills
Equities, Investments, Fixed Income, Marketing, Event Management, Series 63
Education
Duke University 1990 — 1994
BS, Biology
Scarsdale High School
Acolyte Technologies Corp. May 2009 - July 2014
Morgan Stanley Smith Barney 2007 - 2009
Acolyte Technologies Corp. 1999 - 2007
CIBC World Markets 1996 - 1998
Goldman Sachs 1994 - 1996
Skills
Equities, Investments, Fixed Income, Marketing, Event Management, Series 63
Education
Duke University 1990 — 1994
BS, Biology
Scarsdale High School
Joy Chaillou's Morgan Stanley Smith Barney Experience November 2007 - May 2010
Job SVP, Institutional Philanthropic Specialist at U.S. Trust Bank of America Corporation
Industry Investment Management
Experience
U.S. Trust Bank of America Corporation March 2014 - Present
U.S. Trust Bank of America Corporation May 2010 - March 2014
Morgan Stanley Smith Barney November 2007 - May 2010
American Heart Association January 2002 - November 2007
Impower November 2000 - January 2002
Mattel Interactive January 2000 - November 2000
Morgan Stanley Smith Barney October 1994 - January 2000
Credit Suisse First Boston October 1993 - October 1994
Skills
Philanthropy, Fundraising, Stewardship, Non-profits, Public Speaking, Wealth Management, Planned Giving, Public Relations, Nonprofits, Volunteer Management, Annual Giving, Strategy, Management, Strategic Planning, Strategic Financial..., Leadership Development, Marketing, Governance, Leadership, Financial Services, Asset Allocation, High Net Worth..., Financial Planning
Education
Dominican University of California
MBA, Strategic Leadership
Old Dominion University 1990 — 1992
BS, Marketing
Terra Linda High School 1985 — 1987
Our Lady of Victory Academy 1983 — 1985
U.S. Trust Bank of America Corporation March 2014 - Present
U.S. Trust Bank of America Corporation May 2010 - March 2014
Morgan Stanley Smith Barney November 2007 - May 2010
American Heart Association January 2002 - November 2007
Impower November 2000 - January 2002
Mattel Interactive January 2000 - November 2000
Morgan Stanley Smith Barney October 1994 - January 2000
Credit Suisse First Boston October 1993 - October 1994
Skills
Philanthropy, Fundraising, Stewardship, Non-profits, Public Speaking, Wealth Management, Planned Giving, Public Relations, Nonprofits, Volunteer Management, Annual Giving, Strategy, Management, Strategic Planning, Strategic Financial..., Leadership Development, Marketing, Governance, Leadership, Financial Services, Asset Allocation, High Net Worth..., Financial Planning
Education
Dominican University of California
MBA, Strategic Leadership
Old Dominion University 1990 — 1992
BS, Marketing
Terra Linda High School 1985 — 1987
Our Lady of Victory Academy 1983 — 1985
Jonathan Batista's Morgan Stanley Smith Barney Experience February 2010 - June 2011
Job Demand Analyst at Sunoco
Industry Investment Banking
Experience
Sunoco July 2014 - Present
MetLife November 2011 - 2013
Morgan Stanley Smith Barney February 2010 - June 2011
Morgan Stanley August 2009 - February 2010
BlackRock April 2008 - September 2008
PNC Wealth Management April 2007 - September 2007
Penn Capital Management April 2006 - September 2006
Skills
Bloomberg Terminal, Murex, Fidessa, Derivatives, Fixed Income, Fixed Income Trading, Equities, Capital Markets, Bloomberg, Securities, Portfolio Management, Trading, Electronic Trading, Financial Markets, Mutual Funds, Options, Investments, Hedge Funds, Swaps, Trading Systems
Education
Drexel University 2004 — 2009
B.S., Finance
Brooklyn Technical High School 2000 — 2004
Biochemistry
Sunoco July 2014 - Present
MetLife November 2011 - 2013
Morgan Stanley Smith Barney February 2010 - June 2011
Morgan Stanley August 2009 - February 2010
BlackRock April 2008 - September 2008
PNC Wealth Management April 2007 - September 2007
Penn Capital Management April 2006 - September 2006
Skills
Bloomberg Terminal, Murex, Fidessa, Derivatives, Fixed Income, Fixed Income Trading, Equities, Capital Markets, Bloomberg, Securities, Portfolio Management, Trading, Electronic Trading, Financial Markets, Mutual Funds, Options, Investments, Hedge Funds, Swaps, Trading Systems
Education
Drexel University 2004 — 2009
B.S., Finance
Brooklyn Technical High School 2000 — 2004
Biochemistry
Laura Callard's Morgan Stanley Smith Barney Experience 2004 - 2008
Job Vice President, Smith Barney
Industry Financial Services
Experience
smith barney 2000 - 2009
Smith Barney March 1993 - March 2008
Morgan Stanley Smith Barney 2004 - 2008
Skills
Wealth Management, Securities, Training, Mutual Funds
Education
DePauw University
BA, Liberal Arts, Major: Psychology
smith barney 2000 - 2009
Smith Barney March 1993 - March 2008
Morgan Stanley Smith Barney 2004 - 2008
Skills
Wealth Management, Securities, Training, Mutual Funds
Education
DePauw University
BA, Liberal Arts, Major: Psychology
Holly Cao, CFA's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Senior Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citi Global Wealth Management November 2005 - June 2009
Citigroup Asset Management (in NY and London) August 1999 - November 2005
Education
Drexel University - LeBow College of Business 1995 — 1997
MBA, Investments
Foreign Affairs College
BA & BL, English & International Laws
Morgan Stanley Smith Barney June 2009 - Present
Citi Global Wealth Management November 2005 - June 2009
Citigroup Asset Management (in NY and London) August 1999 - November 2005
Education
Drexel University - LeBow College of Business 1995 — 1997
MBA, Investments
Foreign Affairs College
BA & BL, English & International Laws
Dana D'Angelo's Morgan Stanley Smith Barney Experience 1986 - 1988
Job University Professor and Faculty Developer
Industry Higher Education
Experience
The Drexel Center for Academic Excellence (DCAE) 2014 - Present
Drexel University LeBow College of Business 1990 - Present
Eastern University 1996 - 1999
Andersen Consulting 1988 - 1994
Morgan Stanley Smith Barney 1986 - 1988
Skills
Public Speaking, Team Leadership, Organizational..., Project Management, Motivation, Idea Generation, Action Learning, Exceptional Listener, Presentation Coaching, Project Planning, Learning Styles, Peer Mentoring, Leadership, PowerPoint, Change Management, Management Consulting, Teaching, Microsoft Excel, Marketing, Strategy, Research
Education
Drexel University - College of Business and Administration 1990 — 1992
MBA, Finance, General, Summa Cum Laude
Saint Joseph's University - Erivan K. Haub School of Business 1984 — 1988
BS, Accounting and MIS, Cum Laude
The Drexel Center for Academic Excellence (DCAE) 2014 - Present
Drexel University LeBow College of Business 1990 - Present
Eastern University 1996 - 1999
Andersen Consulting 1988 - 1994
Morgan Stanley Smith Barney 1986 - 1988
Skills
Public Speaking, Team Leadership, Organizational..., Project Management, Motivation, Idea Generation, Action Learning, Exceptional Listener, Presentation Coaching, Project Planning, Learning Styles, Peer Mentoring, Leadership, PowerPoint, Change Management, Management Consulting, Teaching, Microsoft Excel, Marketing, Strategy, Research
Education
Drexel University - College of Business and Administration 1990 — 1992
MBA, Finance, General, Summa Cum Laude
Saint Joseph's University - Erivan K. Haub School of Business 1984 — 1988
BS, Accounting and MIS, Cum Laude
Ada Marr's Morgan Stanley Smith Barney Experience February 2004 - August 2004
Job Manager; Customer Financial Services
Industry Consumer Electronics
Experience
Nikon September 2014 - Present
Nikon April 2013 - September 2014
H&R Block September 2013 - April 2014
Nikon October 2009 - April 2013
First Data Merchant Services September 2007 - October 2009
First Data Merchant Services August 2006 - September 2007
Bank of America March 2005 - August 2006
Morgan Stanley Smith Barney February 2004 - August 2004
Skills
Systems: SAP, MSA, MAI,..., Access, Excel,..., Financial Analysis, Risk Management, Credit Analysis, Credit Risk, Financial Reporting, Portfolio Management, Process Improvement, Underwriting, Credit Card Transaction..., Accounting Concepts/..., Financial Accounting, Consumer Electronics..., Financial Risk, Accounting, Credit
Education
SUNY College at Old Westbury 2010 — 2011
Accounting, 3.6
Dowling College 2007 — 2009
Master of Business Administration (MBA), Finance, General, 4.0
Long Island University/C.W. Post Campus 2001 — 2004
Bachelor of Science in Business Administration, Finance, General, 3.6
Nikon September 2014 - Present
Nikon April 2013 - September 2014
H&R Block September 2013 - April 2014
Nikon October 2009 - April 2013
First Data Merchant Services September 2007 - October 2009
First Data Merchant Services August 2006 - September 2007
Bank of America March 2005 - August 2006
Morgan Stanley Smith Barney February 2004 - August 2004
Skills
Systems: SAP, MSA, MAI,..., Access, Excel,..., Financial Analysis, Risk Management, Credit Analysis, Credit Risk, Financial Reporting, Portfolio Management, Process Improvement, Underwriting, Credit Card Transaction..., Accounting Concepts/..., Financial Accounting, Consumer Electronics..., Financial Risk, Accounting, Credit
Education
SUNY College at Old Westbury 2010 — 2011
Accounting, 3.6
Dowling College 2007 — 2009
Master of Business Administration (MBA), Finance, General, 4.0
Long Island University/C.W. Post Campus 2001 — 2004
Bachelor of Science in Business Administration, Finance, General, 3.6
Grillo, William's Morgan Stanley Smith Barney Experience January 2007 - Present
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2007 - Present
Education
Dowling College
Master of Business Administration (MBA)
Stony Brook University
Morgan Stanley Smith Barney January 2007 - Present
Education
Dowling College
Master of Business Administration (MBA)
Stony Brook University
Catherine Schupp, CFA's Morgan Stanley Smith Barney Experience 1989 - 1998
Job Director, Mutual Funds at ICMA Retirement Corporation
Industry Financial Services
Experience
ICMA-RC 1999 - Present
Arthur Andersen 1998 - 1999
Morgan Stanley Smith Barney 1989 - 1998
Skills
Mutual Funds, Public Speaking, Retirement Plans
Education
Dickinson College 1984 — 1988
Bachelor of Arts (B.A.), Economics
Saint James School 1981 — 1984
ICMA-RC 1999 - Present
Arthur Andersen 1998 - 1999
Morgan Stanley Smith Barney 1989 - 1998
Skills
Mutual Funds, Public Speaking, Retirement Plans
Education
Dickinson College 1984 — 1988
Bachelor of Arts (B.A.), Economics
Saint James School 1981 — 1984
Matt Bral, CFA's Morgan Stanley Smith Barney Experience 2004 - August 2010
Job Senior Financial Services Representative | Princor Registered Representative | Investment Adviser Representative
Industry Financial Services
Experience
Principal Financial Group August 2010 - Present
Morgan Stanley Smith Barney 2004 - August 2010
William Blair and Company 2004 - 2004
Smith Barney 2002 - 2004
Skills
Asset Allocation, Deferred Compensation..., Estate Planning, Executive Benefits..., IRAs, Wealth Accumulation
Education
Drake University 2000 — 2004
BSBA, Finance
Principal Financial Group August 2010 - Present
Morgan Stanley Smith Barney 2004 - August 2010
William Blair and Company 2004 - 2004
Smith Barney 2002 - 2004
Skills
Asset Allocation, Deferred Compensation..., Estate Planning, Executive Benefits..., IRAs, Wealth Accumulation
Education
Drake University 2000 — 2004
BSBA, Finance
Anthony Perrelli's Morgan Stanley Smith Barney Experience August 2011 - December 2013
Job Director of Sales and Marketing
Industry Financial Services
Experience
TCF Inventory Finance, Inc. January 2014 - Present
Morgan Stanley Smith Barney August 2011 - December 2013
Hedeker & Perrelli, Ltd. February 2005 - June 2011
Transamerica May 2001 - August 2001
Skills
Accounting, Alternative Investments, Asset Allocation, Asset Protection, Business Formation, Civil Litigation, Corporate Law, Due Diligence, Elder Law, Estate Administration, Estate Law, Estate Planning, Estate Tax Planning, Finance, Financial Analysis, Financial Modeling, Financial Planners, Insurance, Investment Management, Investment Strategies, Investments, LLC, Legal Advice, Mutual Funds, Litigation, Private Equity, Retirement, Securities, Small Business, Strategic Financial..., Strategic Planning, Tax, Tax Advisory, Tax Law, Wealth, Wills, Wealth Management, Trusts, Retirement Planning, Financial Planning, Management, Leadership, Financial Services
Education
The John Marshall Law School 2002 — 2004
JD
Dominican University 1999 — 2001
BS MBA, Accounting, Finance
Elgin High School 1994 — 1998
TCF Inventory Finance, Inc. January 2014 - Present
Morgan Stanley Smith Barney August 2011 - December 2013
Hedeker & Perrelli, Ltd. February 2005 - June 2011
Transamerica May 2001 - August 2001
Skills
Accounting, Alternative Investments, Asset Allocation, Asset Protection, Business Formation, Civil Litigation, Corporate Law, Due Diligence, Elder Law, Estate Administration, Estate Law, Estate Planning, Estate Tax Planning, Finance, Financial Analysis, Financial Modeling, Financial Planners, Insurance, Investment Management, Investment Strategies, Investments, LLC, Legal Advice, Mutual Funds, Litigation, Private Equity, Retirement, Securities, Small Business, Strategic Financial..., Strategic Planning, Tax, Tax Advisory, Tax Law, Wealth, Wills, Wealth Management, Trusts, Retirement Planning, Financial Planning, Management, Leadership, Financial Services
Education
The John Marshall Law School 2002 — 2004
JD
Dominican University 1999 — 2001
BS MBA, Accounting, Finance
Elgin High School 1994 — 1998
Paul Purwin, CFP®'s Morgan Stanley Smith Barney Experience May 2011 - July 2012
Job Financial Planning Associate at Life and Wealth Planning, LLC
Industry Financial Services
Experience
Life and Wealth Planning, LLC January 2014 - Present
Morgan Stanley July 2012 - December 2013
Morgan Stanley Smith Barney May 2011 - July 2012
Morgan Stanley Smith Barney March 2010 - April 2011
Smith Barney November 2006 - March 2010
UBS 2005 - 2005
Skills
Retirement Planning, Series 7, Asset Allocation, Series 63, Mutual Funds, Portfolio Management, Investments, Wealth Management, Personal Financial..., Uniform Combined State..., Equities, Fixed Income, Securities, Strategic Financial..., Series 66, Financial Planning
Education
Fordham University - Graduate School of Business Administration 2009 — 2009
Pre-MBA class, Mathematical Finance, A
Dickinson College 2002 — 2006
International Business and Management, Economics
University of Auckland 2004 — 2004
Certificate, International Business
Life and Wealth Planning, LLC January 2014 - Present
Morgan Stanley July 2012 - December 2013
Morgan Stanley Smith Barney May 2011 - July 2012
Morgan Stanley Smith Barney March 2010 - April 2011
Smith Barney November 2006 - March 2010
UBS 2005 - 2005
Skills
Retirement Planning, Series 7, Asset Allocation, Series 63, Mutual Funds, Portfolio Management, Investments, Wealth Management, Personal Financial..., Uniform Combined State..., Equities, Fixed Income, Securities, Strategic Financial..., Series 66, Financial Planning
Education
Fordham University - Graduate School of Business Administration 2009 — 2009
Pre-MBA class, Mathematical Finance, A
Dickinson College 2002 — 2006
International Business and Management, Economics
University of Auckland 2004 — 2004
Certificate, International Business
Andrew Gans CFP®'s Morgan Stanley Smith Barney Experience June 2011 - June 2013
Job Rockcliff Capital LLC
Industry Financial Services
Experience
Rockcliff Capital LLC July 2013 - Present
Morgan Stanley Smith Barney June 2011 - June 2013
Trebuchet Consulting, LLC November 2006 - April 2011
Bank of New York Mellon February 2005 - November 2006
Skills
Wealth Management, Equities, Investments, Strategic Financial..., Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management..., Alternative Investments, Investment Management, Portfolio Management, ETFs, Financial Markets, Asset Management, Estate Planning, Capital Markets, Financial Analysis, Financial Planning
Education
Duquesne University 2000 — 2004
Business, Investment and Finance
Mt. Lebanon 1996 — 2000
Rockcliff Capital LLC July 2013 - Present
Morgan Stanley Smith Barney June 2011 - June 2013
Trebuchet Consulting, LLC November 2006 - April 2011
Bank of New York Mellon February 2005 - November 2006
Skills
Wealth Management, Equities, Investments, Strategic Financial..., Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management..., Alternative Investments, Investment Management, Portfolio Management, ETFs, Financial Markets, Asset Management, Estate Planning, Capital Markets, Financial Analysis, Financial Planning
Education
Duquesne University 2000 — 2004
Business, Investment and Finance
Mt. Lebanon 1996 — 2000
Janelle Williams's Morgan Stanley Smith Barney Experience October 2007 - November 2010
Job Sales & Marketing Finance at Nissan Motor Corporation
Industry Automotive
Experience
Nissan Motor Corporation December 2014 - Present
Morgan Stanley November 2010 - November 2014
Morgan Stanley Smith Barney October 2007 - November 2010
Citco June 2006 - August 2007
Glass, Lewis & Co. January 2006 - June 2006
Skills
Financial Modeling, Bloomberg, Investments, Hedge Funds, Financial Analysis, Equities, Alternative Investments, Due Diligence, Financial Markets, Valuation, Portfolio Management, Investor Relations, Fixed Income, Private Equity, Asset Management
Education
Duke University - Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA)
University of California, Santa Barbara
BA, Economics
Nissan Motor Corporation December 2014 - Present
Morgan Stanley November 2010 - November 2014
Morgan Stanley Smith Barney October 2007 - November 2010
Citco June 2006 - August 2007
Glass, Lewis & Co. January 2006 - June 2006
Skills
Financial Modeling, Bloomberg, Investments, Hedge Funds, Financial Analysis, Equities, Alternative Investments, Due Diligence, Financial Markets, Valuation, Portfolio Management, Investor Relations, Fixed Income, Private Equity, Asset Management
Education
Duke University - Fuqua School of Business 2013 — 2014
Master of Business Administration (MBA)
University of California, Santa Barbara
BA, Economics
Ken Warner's Morgan Stanley Smith Barney Experience July 1993 - October 2012
Job Financial Advisor
Industry Financial Services
Experience
Bison Financial Group October 2012 - Present
Morgan Stanley Smith Barney July 1993 - October 2012
National Exchange Club Foundation July 2004 - July 2008
Education
Indiana State University 1975 — 1992
Bachelor of Science (BS), Business Administration and Management, General
DePauw University
Political Science and Economics
Bison Financial Group October 2012 - Present
Morgan Stanley Smith Barney July 1993 - October 2012
National Exchange Club Foundation July 2004 - July 2008
Education
Indiana State University 1975 — 1992
Bachelor of Science (BS), Business Administration and Management, General
DePauw University
Political Science and Economics
Tim Q. Hurst's Morgan Stanley Smith Barney Experience November 2008 - Present
Job Financial Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2008 - Present
Merrill Lynch August 2000 - November 2008
Federal Reserve Bank of Chicago 1990 - 1997
Skills
Unable to list due to...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
Master of Science (MS), Accounting
Penn State University 1986 — 1990
Bachelor of Science (BS), Finance and Economics
Morgan Stanley Smith Barney November 2008 - Present
Merrill Lynch August 2000 - November 2008
Federal Reserve Bank of Chicago 1990 - 1997
Skills
Unable to list due to...
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1993 — 1995
Master of Science (MS), Accounting
Penn State University 1986 — 1990
Bachelor of Science (BS), Finance and Economics
Robert Fragasso's Morgan Stanley Smith Barney Experience 1979 - 1996
Job Chairman & CEO
Industry Financial Services
Experience
Fragasso Financial Advisors January 1972 - Present
LPL Financial 1996 - 2013
LPL Financial 1996 - 2013
Morgan Stanley Smith Barney 1979 - 1996
Skills
High Potential, Retirement, Estate Law, Estate Planning, Investment Management, Retirement Planning, Strategic Financial..., Wealth Management, Strategic Planning, Investments, Asset Allocation, Non-profits, Asset Managment, Financial Advisory, Entrepreneurship, Portfolio Management, Securities
Education
Duquesne University 1963 — 1967
B.S., Education/Business
Fragasso Financial Advisors January 1972 - Present
LPL Financial 1996 - 2013
LPL Financial 1996 - 2013
Morgan Stanley Smith Barney 1979 - 1996
Skills
High Potential, Retirement, Estate Law, Estate Planning, Investment Management, Retirement Planning, Strategic Financial..., Wealth Management, Strategic Planning, Investments, Asset Allocation, Non-profits, Asset Managment, Financial Advisory, Entrepreneurship, Portfolio Management, Securities
Education
Duquesne University 1963 — 1967
B.S., Education/Business
Joseph Crotty's Morgan Stanley Smith Barney Experience December 2010 - March 2011
Job Commercial Analyst at Kinder Morgan
Industry Oil & Energy
Experience
Kinder Morgan June 2014 - Present
Milford Street Capital March 2011 - May 2014
Morgan Stanley Smith Barney December 2010 - March 2011
J.P. Morgan Private Bank June 2007 - November 2010
Lazard Capital Markets October 2005 - June 2007
Excelsior Ventures January 2001 - June 2001
Exeter Snow Devils August 2000 - December 2000
Education
Fordham Gabelli School of Business 2012 — 2015
Master of Business Administration (MBA), Finance
Duke University 2001 — 2005
BA, History, Markets & Management
Delbarton School 1996 — 2000
Kinder Morgan June 2014 - Present
Milford Street Capital March 2011 - May 2014
Morgan Stanley Smith Barney December 2010 - March 2011
J.P. Morgan Private Bank June 2007 - November 2010
Lazard Capital Markets October 2005 - June 2007
Excelsior Ventures January 2001 - June 2001
Exeter Snow Devils August 2000 - December 2000
Education
Fordham Gabelli School of Business 2012 — 2015
Master of Business Administration (MBA), Finance
Duke University 2001 — 2005
BA, History, Markets & Management
Delbarton School 1996 — 2000
Sharmeen Hassan's Morgan Stanley Smith Barney Experience April 2011 - January 2013
Job Senior Consultant at Capco
Industry Financial Services
Experience
Capco January 2013 - Present
Morgan Stanley Smith Barney April 2011 - January 2013
Nestle Waters June 2009 - April 2011
Bloomberg June 2008 - August 2008
DC Office of Attorney General May 2007 - August 2007
Skills
Business Analysis
Education
Dickinson College 2005 — 2009
Capco January 2013 - Present
Morgan Stanley Smith Barney April 2011 - January 2013
Nestle Waters June 2009 - April 2011
Bloomberg June 2008 - August 2008
DC Office of Attorney General May 2007 - August 2007
Skills
Business Analysis
Education
Dickinson College 2005 — 2009
Elizabeth Arnason's Morgan Stanley Smith Barney Experience May 2009 - May 2010
Job
Industry Financial Services
Experience
First Derivatives November 2013 - May 2015
Goldman Sachs May 2011 - October 2013
Goldman Sachs January 2011 - May 2011
Goldman Sachs June 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - May 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Microsoft Excel, Foreign Exchange, Communication, SWIFT messaging, CLS, FX Derivatives, FX Options, Middle Office, SWIFT payments, Misys, FX Swaps, FX Spot, Confirmation, Dodd-Frank, FATCA, Environmental Science, Environmental Issues, Renewable Energy, Marketing, Research, Financial Modeling, Data Analysis, Sales
Education
Duke University - The Fuqua School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Duke University Nicholas School of the Environment 2015 — 2018
Master’s Degree
New York University 2007 — 2011
Bachelor of Arts
Berkeley High School 2003 — 2007
First Derivatives November 2013 - May 2015
Goldman Sachs May 2011 - October 2013
Goldman Sachs January 2011 - May 2011
Goldman Sachs June 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - May 2010
Skills
PowerPoint, Microsoft Office, Microsoft Word, Financial Analysis, Microsoft Excel, Foreign Exchange, Communication, SWIFT messaging, CLS, FX Derivatives, FX Options, Middle Office, SWIFT payments, Misys, FX Swaps, FX Spot, Confirmation, Dodd-Frank, FATCA, Environmental Science, Environmental Issues, Renewable Energy, Marketing, Research, Financial Modeling, Data Analysis, Sales
Education
Duke University - The Fuqua School of Business 2015 — 2018
Master of Business Administration (M.B.A.)
Duke University Nicholas School of the Environment 2015 — 2018
Master’s Degree
New York University 2007 — 2011
Bachelor of Arts
Berkeley High School 2003 — 2007
Robert Jiroutek, CFA's Morgan Stanley Smith Barney Experience 1993 - 1999
Job Risk Officer at Teachers' Retirement System of the State of Illinois
Industry Investment Management
Experience
Teachers' Retirement System of the State of Illinois December 2014 - Present
Teachers' Retirement System of the State of Illinois October 2010 - November 2014
Principal Global Investors November 2001 - May 2009
Wells Fargo Card Services 1999 - 2001
Morgan Stanley Smith Barney 1993 - 1999
Skills
Bloomberg, Fixed Income, Bonds, Portfolio Management, Asset Managment, Asset Allocation, Equities, Investments, Valuation, Derivatives, Trading, Fixed Income Analysis, Securities, Financial Modeling, High Yield, ABS, Hedge Funds, Credit Analysis, Financial Analysis, Options, Alternative Investments, Equity Research, Investment Strategies, Asset Management
Education
Drake University 1999 — 2001
MBA, Business
University of Iowa 1989 — 1993
BBA, Finance
Teachers' Retirement System of the State of Illinois December 2014 - Present
Teachers' Retirement System of the State of Illinois October 2010 - November 2014
Principal Global Investors November 2001 - May 2009
Wells Fargo Card Services 1999 - 2001
Morgan Stanley Smith Barney 1993 - 1999
Skills
Bloomberg, Fixed Income, Bonds, Portfolio Management, Asset Managment, Asset Allocation, Equities, Investments, Valuation, Derivatives, Trading, Fixed Income Analysis, Securities, Financial Modeling, High Yield, ABS, Hedge Funds, Credit Analysis, Financial Analysis, Options, Alternative Investments, Equity Research, Investment Strategies, Asset Management
Education
Drake University 1999 — 2001
MBA, Business
University of Iowa 1989 — 1993
BBA, Finance
T. Clark Appleby's Morgan Stanley Smith Barney Experience 2010 - August 2012
Job Assistant Vice President at Barclays Wealth and Investment Management
Industry Financial Services
Experience
Town of Manalapan February 2014 - Present
Barclays Wealth and Investment Management August 2012 - Present
Town of Manalapan, Fl May 2013 - February 2014
Morgan Stanley Smith Barney 2010 - August 2012
Education
Dickinson College
BA, Int. Business and Management
Town of Manalapan February 2014 - Present
Barclays Wealth and Investment Management August 2012 - Present
Town of Manalapan, Fl May 2013 - February 2014
Morgan Stanley Smith Barney 2010 - August 2012
Education
Dickinson College
BA, Int. Business and Management
Lyn Hensle-Hirsch's Morgan Stanley Smith Barney Experience 2010 - September 2011
Job Managing Director, CAO of Wealth Management Operations at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2011 - Present
Morgan Stanley Smith Barney 2010 - September 2011
Morgan Stanley Smith Barney June 2009 - January 2010
Citi Smith Barney March 2005 - May 2009
Smith Barney April 1998 - February 2005
Paine Webber January 1996 - March 1998
Paine Webber January 1995 - December 1995
Paine Webber January 1992 - December 1994
Paine Webber January 1988 - December 1991
Skills
Series 7, Wealth Management, Financial Services, Series 63, Mutual Funds, Securities, Business Development, Management, Mergers & Acquisitions, Program Management, Asset Allocation, FINRA, Alternative Investments, Series 24, Leadership
Education
Dickinson College
Bachelor of Science, Biology
University of Pennsylvania - The Wharton School
Securities Industry Institute
Morgan Stanley Wealth Management October 2011 - Present
Morgan Stanley Smith Barney 2010 - September 2011
Morgan Stanley Smith Barney June 2009 - January 2010
Citi Smith Barney March 2005 - May 2009
Smith Barney April 1998 - February 2005
Paine Webber January 1996 - March 1998
Paine Webber January 1995 - December 1995
Paine Webber January 1992 - December 1994
Paine Webber January 1988 - December 1991
Skills
Series 7, Wealth Management, Financial Services, Series 63, Mutual Funds, Securities, Business Development, Management, Mergers & Acquisitions, Program Management, Asset Allocation, FINRA, Alternative Investments, Series 24, Leadership
Education
Dickinson College
Bachelor of Science, Biology
University of Pennsylvania - The Wharton School
Securities Industry Institute
JoAnn Sunkett's Morgan Stanley Smith Barney Experience June 1996 - July 2009
Job Licensed Claims Rep. with Metro Public Adjustors
Industry Consumer Services
Experience
Morgan Stanley Smith Barney June 1996 - July 2009
Skills
Retirement Planning, Life Insurance, Customer Service, Strategic Planning, Sales, Whole Life, Microsoft Office, Fixed Annuities, Public Speaking, Long Term Care Insurance, Universal Life, Term Life Insurance, Disability Insurance, IRAs, Small Business
Education
Douglas College
Morgan Stanley Smith Barney June 1996 - July 2009
Skills
Retirement Planning, Life Insurance, Customer Service, Strategic Planning, Sales, Whole Life, Microsoft Office, Fixed Annuities, Public Speaking, Long Term Care Insurance, Universal Life, Term Life Insurance, Disability Insurance, IRAs, Small Business
Education
Douglas College
William Brady's Morgan Stanley Smith Barney Experience May 2006 - August 2006
Job Legislative & Regulatory Analysis Consultant
Industry Legal Services
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas September 2013 - Present
Illinois Army National Guard August 2013 - Present
RNRS LLC March 2011 - January 2015
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas October 2012 - September 2013
Discovery Services LLC December 2011 - December 2011
Bill Brady For Governor August 2009 - January 2011
Edwards Wildman Palmer LLP May 2008 - November 2008
Morgan Stanley Smith Barney May 2006 - August 2006
Skills
Legal Research, Business Formation, Insurance, Legal Writing, Property Law, Mediation, Litigation, Leadership, Research, Corporate Law, Public Policy, Public Speaking, Strategic Planning, Commercial Litigation, Customer Service, Legislative Relations, Political Campaigns
Education
DePaul University College of Law 2008 — 2011
University of Dayton 2004 — 2008
Accounting
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas September 2013 - Present
Illinois Army National Guard August 2013 - Present
RNRS LLC March 2011 - January 2015
Blue Cross Blue Shield of Illinois, New Mexico, Oklahoma & Texas October 2012 - September 2013
Discovery Services LLC December 2011 - December 2011
Bill Brady For Governor August 2009 - January 2011
Edwards Wildman Palmer LLP May 2008 - November 2008
Morgan Stanley Smith Barney May 2006 - August 2006
Skills
Legal Research, Business Formation, Insurance, Legal Writing, Property Law, Mediation, Litigation, Leadership, Research, Corporate Law, Public Policy, Public Speaking, Strategic Planning, Commercial Litigation, Customer Service, Legislative Relations, Political Campaigns
Education
DePaul University College of Law 2008 — 2011
University of Dayton 2004 — 2008
Accounting
Shannon Feight's Morgan Stanley Smith Barney Experience June 2009 - September 2009
Job Electronic Sales Trading at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch June 2011 - Present
Bank of America Merrill Lynch August 2010 - June 2011
Merrill Lynch Wealth Management September 2009 - November 2009
Morgan Stanley Smith Barney June 2009 - September 2009
Skills
Capital Markets, ETFs, Investments, Financial Analysis, Sales, Financial Services, Equity Derivatives, Management, FINRA, Risk Management, Equities, Series 7, Options, Derivatives, Trading, Trading Systems, Financial Markets, Securities
Education
DePaul University 2007 — 2011
Bachelor of Science (BS), Finance
Bank of America Merrill Lynch June 2011 - Present
Bank of America Merrill Lynch August 2010 - June 2011
Merrill Lynch Wealth Management September 2009 - November 2009
Morgan Stanley Smith Barney June 2009 - September 2009
Skills
Capital Markets, ETFs, Investments, Financial Analysis, Sales, Financial Services, Equity Derivatives, Management, FINRA, Risk Management, Equities, Series 7, Options, Derivatives, Trading, Trading Systems, Financial Markets, Securities
Education
DePaul University 2007 — 2011
Bachelor of Science (BS), Finance
Ninah Randolph's Morgan Stanley Smith Barney Experience March 2009 - August 2009
Job Anaylst at Nielsen Company
Industry Market Research
Experience
Nielsen Company October 2013 - Present
Honor Finance February 2012 - October 2013
Amy G Salon July 2008 - February 2012
Morgan Stanley Smith Barney March 2009 - August 2009
Skills
Finance, Research, Econometrics, Budgets, Accounts Payable, Project Management, Linear Regression, Revenue Analysis, Probability, Statistics, Analytics, Data Analysis, Account Reconciliation, Accounting, SAS programming, General Ledger, Payroll, SAS Programming
Education
Loyola University of Chicago 2011 — 2012
Masters of Science, Applied Statistics
DePaul University 2006 — 2010
Bachelor, Finance
Nielsen Company October 2013 - Present
Honor Finance February 2012 - October 2013
Amy G Salon July 2008 - February 2012
Morgan Stanley Smith Barney March 2009 - August 2009
Skills
Finance, Research, Econometrics, Budgets, Accounts Payable, Project Management, Linear Regression, Revenue Analysis, Probability, Statistics, Analytics, Data Analysis, Account Reconciliation, Accounting, SAS programming, General Ledger, Payroll, SAS Programming
Education
Loyola University of Chicago 2011 — 2012
Masters of Science, Applied Statistics
DePaul University 2006 — 2010
Bachelor, Finance
Mary Ann Tayloe's Morgan Stanley Smith Barney Experience February 2000 - September 2009
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc. Financial AdvisorWeissenburger Investments & Financial PlanningSeptember 2009 - Present
Morgan Stanley Smith Barney February 2000 - September 2009
Supervalu, Inc June 1995 - June 1999
Supervalu, Inc June 1993 - July 1995
Supervalu, Inc. September 1989 - June 1993
Supervalu, Inc. June 1988 - September 1989
Supervalu, Inc. January 1986 - June 1988
Krogers Supermarket 1978 - 1985
Skills
Sales, Retail, Asset Allocation, Retirement Planning, Series 7, Marketing, Financial Risk, Finance, Mutual Funds, Investment Strategies, Investments, Wealth Management, Series 65, Alternative Investments, Fixed Annuities, Retirement, Asset Management, Series 63, Customer Service, Management, Team Building
Education
University of Southern California 1981 — 1982
Food Industry Management Certificate Degree, Food Industry Management, 3.6
University of Pittsburgh 1974 — 1978
Bachelor of Science, 3.26
Drake University
Master of Business Administration (MBA), Business Administration and Management, General
Raymond James Financial Services, Inc. Financial AdvisorWeissenburger Investments & Financial PlanningSeptember 2009 - Present
Morgan Stanley Smith Barney February 2000 - September 2009
Supervalu, Inc June 1995 - June 1999
Supervalu, Inc June 1993 - July 1995
Supervalu, Inc. September 1989 - June 1993
Supervalu, Inc. June 1988 - September 1989
Supervalu, Inc. January 1986 - June 1988
Krogers Supermarket 1978 - 1985
Skills
Sales, Retail, Asset Allocation, Retirement Planning, Series 7, Marketing, Financial Risk, Finance, Mutual Funds, Investment Strategies, Investments, Wealth Management, Series 65, Alternative Investments, Fixed Annuities, Retirement, Asset Management, Series 63, Customer Service, Management, Team Building
Education
University of Southern California 1981 — 1982
Food Industry Management Certificate Degree, Food Industry Management, 3.6
University of Pittsburgh 1974 — 1978
Bachelor of Science, 3.26
Drake University
Master of Business Administration (MBA), Business Administration and Management, General
Matthew Mehr's Morgan Stanley Smith Barney Experience September 2008 - June 2009
Job Financial Services Professional
Industry Financial Services
Experience
Jackson National Asset Management January 2011 - October 2011
Morgan Stanley Smith Barney September 2008 - June 2009
Education
DePaul University 2006 — 2010
BAS, Finance
DePaul University
Bachelor of Science, Finance
DePaul University
Jackson National Asset Management January 2011 - October 2011
Morgan Stanley Smith Barney September 2008 - June 2009
Education
DePaul University 2006 — 2010
BAS, Finance
DePaul University
Bachelor of Science, Finance
DePaul University
Carla Gomory's Morgan Stanley Smith Barney Experience December 2006 - Present
Job Senior Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2006 - Present
Skills
Series 7, Mutual Funds, Microsoft Office, Portfolio Management, Wealth Management, Securities, Series 63, Financial Services, Asset Management, Investments, Equities, Financial Analysis, Microsoft Excel, FINRA, Outlook, Customer Service, Wealth Management..., Microsoft Word, PowerPoint, Finance, Asset Allocation, Fixed Income
Education
DeVry University 2003 — 2006
Bachelor of Science, Business Administration
Saint John's University 2002 — 2003
Morgan Stanley Smith Barney December 2006 - Present
Skills
Series 7, Mutual Funds, Microsoft Office, Portfolio Management, Wealth Management, Securities, Series 63, Financial Services, Asset Management, Investments, Equities, Financial Analysis, Microsoft Excel, FINRA, Outlook, Customer Service, Wealth Management..., Microsoft Word, PowerPoint, Finance, Asset Allocation, Fixed Income
Education
DeVry University 2003 — 2006
Bachelor of Science, Business Administration
Saint John's University 2002 — 2003
Allana Grinshteyn, Esq.'s Morgan Stanley Smith Barney Experience January 2006 - July 2009
Job Vice President at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley August 2014 - Present
Proskauer Rose LLP October 2012 - July 2014
Hofstra Law Review March 2011 - May 2012
Proskauer Rose LLP May 2011 - July 2011
FINRA September 2010 - December 2010
New York City Department of Investigation June 2010 - July 2010
The Long Beach, New York, Corporation Counsel February 2010 - April 2010
Morgan Stanley Smith Barney January 2006 - July 2009
Education
Hofstra University School of Law 2009 — 2012
Juris Doctor
Drew University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Morgan Stanley August 2014 - Present
Proskauer Rose LLP October 2012 - July 2014
Hofstra Law Review March 2011 - May 2012
Proskauer Rose LLP May 2011 - July 2011
FINRA September 2010 - December 2010
New York City Department of Investigation June 2010 - July 2010
The Long Beach, New York, Corporation Counsel February 2010 - April 2010
Morgan Stanley Smith Barney January 2006 - July 2009
Education
Hofstra University School of Law 2009 — 2012
Juris Doctor
Drew University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Denise Staul's Morgan Stanley Smith Barney Experience May 2011 - January 2012
Job Financial Services Professional
Industry Financial Services
Experience
Knight Capital Group June 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - January 2012
Infinium Securities November 2008 - August 2010
Morgan Stanley April 1995 - February 2008
Morgan Stanley January 1999 - January 2006
Morgan Stanley January 1995 - January 1999
Skills
Risk Management, Loans, Fixed Income, Finance, Asset Allocation, Derivatives, Valuation, Trading
Education
Dominican University 2009 — 2013
Humanities - BA
Dominican University
Knight Capital Group June 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - January 2012
Infinium Securities November 2008 - August 2010
Morgan Stanley April 1995 - February 2008
Morgan Stanley January 1999 - January 2006
Morgan Stanley January 1995 - January 1999
Skills
Risk Management, Loans, Fixed Income, Finance, Asset Allocation, Derivatives, Valuation, Trading
Education
Dominican University 2009 — 2013
Humanities - BA
Dominican University
Melissa (Newman) Joslyn's Morgan Stanley Smith Barney Experience January 2011 - January 2012
Job Senior Statistical Reports Analyst at Federal Reserve Bank of Chicago
Industry Financial Services
Experience
Federal Reserve Bank of Chicago October 2014 - Present
Federal Reserve Bank of Chicago April 2012 - October 2014
Morgan Stanley Smith Barney January 2011 - January 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Spanish, Microsoft Word, Outlook, Customer Service, Research, Social Media, Financial Analysis, Public Speaking
Education
DePaul University 2007 — 2011
Bachelor of Science (B.S.), Business Economics
Riverside Brookfield HS
Federal Reserve Bank of Chicago October 2014 - Present
Federal Reserve Bank of Chicago April 2012 - October 2014
Morgan Stanley Smith Barney January 2011 - January 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Spanish, Microsoft Word, Outlook, Customer Service, Research, Social Media, Financial Analysis, Public Speaking
Education
DePaul University 2007 — 2011
Bachelor of Science (B.S.), Business Economics
Riverside Brookfield HS
LeRoy Pease III, CFA's Morgan Stanley Smith Barney Experience May 1996 - June 2010
Job Managing Director, Lebenthal Asset Mgmt
Industry Financial Services
Experience
Lebenthal Asset Management January 2015 - Present
Morgan Stanley Smith Barney May 1996 - June 2010
Skills
Strategic Financial..., Financial Analysis, Wealth Management, Mutual Funds, Asset Management, Portfolio Management, Alternative Investments, Financial Modeling, Securities, Equities, Asset Allocation, Investment Advisory, Hedge Funds
Education
Drexel University 1983 — 1986
Master of Business Administration (MBA), Finance, Investment Management
Saint Joseph's University 1976 — 1980
Bachelor of Science (BS), Accounting
Lebenthal Asset Management January 2015 - Present
Morgan Stanley Smith Barney May 1996 - June 2010
Skills
Strategic Financial..., Financial Analysis, Wealth Management, Mutual Funds, Asset Management, Portfolio Management, Alternative Investments, Financial Modeling, Securities, Equities, Asset Allocation, Investment Advisory, Hedge Funds
Education
Drexel University 1983 — 1986
Master of Business Administration (MBA), Finance, Investment Management
Saint Joseph's University 1976 — 1980
Bachelor of Science (BS), Accounting
Mary Kastaris's Morgan Stanley Smith Barney Experience January 2010 - June 2010
Job Sales Attribution Analyst at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs May 2014 - Present
The Claro Group July 2012 - May 2014
Oppenheimer & Co. June 2010 - August 2010
Morgan Stanley Smith Barney January 2010 - June 2010
Skills
Microsoft Excel, Microsoft SQL Server, Microsoft Office, Valuation, Bloomberg Terminal, Financial Analysis, Corporate Finance, Data Analysis, Access, Social Media, PowerPoint, Economics, Microsoft Word, Financial Statement..., Research, Insurance, Analysis, Financial Modeling
Education
DePaul University 2008 — 2012
Finance, Economics
Goldman Sachs May 2014 - Present
The Claro Group July 2012 - May 2014
Oppenheimer & Co. June 2010 - August 2010
Morgan Stanley Smith Barney January 2010 - June 2010
Skills
Microsoft Excel, Microsoft SQL Server, Microsoft Office, Valuation, Bloomberg Terminal, Financial Analysis, Corporate Finance, Data Analysis, Access, Social Media, PowerPoint, Economics, Microsoft Word, Financial Statement..., Research, Insurance, Analysis, Financial Modeling
Education
DePaul University 2008 — 2012
Finance, Economics
Minerva El-Hage's Morgan Stanley Smith Barney Experience December 2006 - October 2010
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2006 - October 2010
Morgan Stanley Smith Barney December 2006 - October 2010
Ghaben Auto Group, LLC December 2004 - July 2006
MidAmerica Bank June 1999 - December 2004
Skills
Finance, Forecasting, Training, Business Process, Hedge Funds, Accounting, Management, Inventory Management, Customer Service, Mutual Funds, Banking, Budgets, Investments, Analysis
Education
DePaul University 2004 — 2006
Business, Finance
DePaul University
Bachelor's of Science Degree, Finance
Morgan Stanley Smith Barney December 2006 - October 2010
Morgan Stanley Smith Barney December 2006 - October 2010
Ghaben Auto Group, LLC December 2004 - July 2006
MidAmerica Bank June 1999 - December 2004
Skills
Finance, Forecasting, Training, Business Process, Hedge Funds, Accounting, Management, Inventory Management, Customer Service, Mutual Funds, Banking, Budgets, Investments, Analysis
Education
DePaul University 2004 — 2006
Business, Finance
DePaul University
Bachelor's of Science Degree, Finance
Demetrios Imprixis's Morgan Stanley Smith Barney Experience June 2004 - June 2011
Job Senior Trading Specialist, Fixed Income at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial December 2012 - Present
Morgan Stanley Smith Barney June 2004 - June 2011
Morgan Stanley August 2004 - June 2007
Skills
Fixed Income, Trading, Series 7, Securities, Series 63, Bonds, Equities, Electronic Trading, Derivatives, ETFs, Bloomberg, Series 65, Microsoft Office, Series 55
Education
Dowling College 2002 — 2004
Business Administration, Concentration in Finance
Towson University 1996 — 2000
Business Administration, Concentration in Finance
E*TRADE Financial December 2012 - Present
Morgan Stanley Smith Barney June 2004 - June 2011
Morgan Stanley August 2004 - June 2007
Skills
Fixed Income, Trading, Series 7, Securities, Series 63, Bonds, Equities, Electronic Trading, Derivatives, ETFs, Bloomberg, Series 65, Microsoft Office, Series 55
Education
Dowling College 2002 — 2004
Business Administration, Concentration in Finance
Towson University 1996 — 2000
Business Administration, Concentration in Finance
Colleen Shemer's Morgan Stanley Smith Barney Experience May 1990 - Present
Job Financial Planning Specialist at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 1990 - Present
Education
Duquesne University 1984 — 1988
BA, Ancient Civilization, English Literature
Morgan Stanley Smith Barney May 1990 - Present
Education
Duquesne University 1984 — 1988
BA, Ancient Civilization, English Literature
Paul Manghera's Morgan Stanley Smith Barney Experience April 2005 - Present
Job 2nd Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2005 - Present
Morgan Stanley April 2005 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1989
MS, Taxation
Marquette University 1978 — 1982
BS, Accounting
Morgan Stanley Smith Barney April 2005 - Present
Morgan Stanley April 2005 - Present
Education
DePaul University - Charles H. Kellstadt Graduate School of Business 1985 — 1989
MS, Taxation
Marquette University 1978 — 1982
BS, Accounting
Destiny Nelson's Morgan Stanley Smith Barney Experience October 2007 - December 2008
Job Software Support Specialist at Drew University
Industry Higher Education
Experience
Drew University January 2009 - Present
Best Buy September 2008 - April 2011
Morgan Stanley Smith Barney October 2007 - December 2008
Skills
Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, PowerPoint, Windows 7, Windows XP Pro, Windows Vista, Troubleshooting, Windows Image Creation, Mac OS Snow Leopard, Mac OS Lion, Mac OS Mountain Lion, Mac Image Creation, Research, SPSS, Teaching, Facebook, Outlook, Social Networking, OS X, Windows, System Administration
Education
Drew University 2003 — 2007
Bachelor of Arts (BA), Political Science
Drew University January 2009 - Present
Best Buy September 2008 - April 2011
Morgan Stanley Smith Barney October 2007 - December 2008
Skills
Microsoft Office, Microsoft Word, Customer Service, Microsoft Excel, PowerPoint, Windows 7, Windows XP Pro, Windows Vista, Troubleshooting, Windows Image Creation, Mac OS Snow Leopard, Mac OS Lion, Mac OS Mountain Lion, Mac Image Creation, Research, SPSS, Teaching, Facebook, Outlook, Social Networking, OS X, Windows, System Administration
Education
Drew University 2003 — 2007
Bachelor of Arts (BA), Political Science
Joseph Hinshaw IV's Morgan Stanley Smith Barney Experience September 2007 - October 2012
Job Project Manager, Field Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management October 2012 - Present
Morgan Stanley Smith Barney September 2007 - October 2012
Morgan Stanley Smith Barney January 2003 - September 2007
Performance Specialist Group June 2002 - August 2002
A.G. Edwards & Sons, Inc. June 2000 - September 2000
Lyden Dolan Nick, LLC June 1998 - January 1999
Skills
FINRA Series 7, FINRA Series 63, FINRA Series 65, FINRA Series 3
Education
Drew University 1999 — 2003
Bachelor's degree, Economics
Morgan Stanley Wealth Management October 2012 - Present
Morgan Stanley Smith Barney September 2007 - October 2012
Morgan Stanley Smith Barney January 2003 - September 2007
Performance Specialist Group June 2002 - August 2002
A.G. Edwards & Sons, Inc. June 2000 - September 2000
Lyden Dolan Nick, LLC June 1998 - January 1999
Skills
FINRA Series 7, FINRA Series 63, FINRA Series 65, FINRA Series 3
Education
Drew University 1999 — 2003
Bachelor's degree, Economics
Mary Beth Jones's Morgan Stanley Smith Barney Experience August 2010 - August 2011
Job President at MediationWorks
Industry Alternative Dispute Resolution
Experience
MediationWorks September 2009 - Present
Morgan Stanley Smith Barney August 2010 - August 2011
Lake Forest Bank & Trust August 2001 - September 2009
Skills
Mentoring, Mediation, Leadership, Investments, Problem Solving, Business Development, elder mediation, Recruiting, Leadership Development, Business Strategy, Budgets, Risk Management, Negotiation, Fundraising, Strategic Planning, Customer Service, Event Management, Management, Financial Analysis, Marketing, Conflict Resolution, Finance, Nonprofits, Organizational..., Public Speaking
Education
DePaul University
MBA, Human Resources Management/Personnel Administration, General
Northwestern University
Master of Arts (M.A.), Counseling Psychology
MediationWorks September 2009 - Present
Morgan Stanley Smith Barney August 2010 - August 2011
Lake Forest Bank & Trust August 2001 - September 2009
Skills
Mentoring, Mediation, Leadership, Investments, Problem Solving, Business Development, elder mediation, Recruiting, Leadership Development, Business Strategy, Budgets, Risk Management, Negotiation, Fundraising, Strategic Planning, Customer Service, Event Management, Management, Financial Analysis, Marketing, Conflict Resolution, Finance, Nonprofits, Organizational..., Public Speaking
Education
DePaul University
MBA, Human Resources Management/Personnel Administration, General
Northwestern University
Master of Arts (M.A.), Counseling Psychology
Peera Larpwongmetee's Morgan Stanley Smith Barney Experience July 2012 - September 2012
Job Attended University of California, Davis
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2012 - September 2012
Skills
Financial Analysis, Investments, Financial Modeling, Portfolio Management, Risk Management, Corporate Finance, Equities, Economics, Valuation, Strategic Financial..., Microsoft Excel
Education
University of California, Davis 2010 — 2012
BS, Managerial Economic
Diablo Valley College 2008 — 2010
Associate of Arts and Sciences (AAS), Economics
Morgan Stanley Smith Barney July 2012 - September 2012
Skills
Financial Analysis, Investments, Financial Modeling, Portfolio Management, Risk Management, Corporate Finance, Equities, Economics, Valuation, Strategic Financial..., Microsoft Excel
Education
University of California, Davis 2010 — 2012
BS, Managerial Economic
Diablo Valley College 2008 — 2010
Associate of Arts and Sciences (AAS), Economics
Kirk Crossen's Morgan Stanley Smith Barney Experience January 2002 - September 2006
Job Senior Vice PresidentInvestments at Bond, Crossen & Sadowski Investment Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors Senior Vice President-InvestmentsWells Fargo Advisors, LLCSeptember 2006 - Present
Morgan Stanley Smith Barney January 2002 - September 2006
Skills
Customer Service, Investments, Financial Analysis, Finance, Portfolio Management, Real Estate, Mutual Funds, Risk Management, Credit, Series 7
Education
DePauw University 1991 — 1994
Bachelor of Arts (B.A.)
Dallas Jesuit
Wells Fargo Advisors Senior Vice President-InvestmentsWells Fargo Advisors, LLCSeptember 2006 - Present
Morgan Stanley Smith Barney January 2002 - September 2006
Skills
Customer Service, Investments, Financial Analysis, Finance, Portfolio Management, Real Estate, Mutual Funds, Risk Management, Credit, Series 7
Education
DePauw University 1991 — 1994
Bachelor of Arts (B.A.)
Dallas Jesuit
Don Rusie's Morgan Stanley Smith Barney Experience March 2007 - December 2013
Job Director at AIG
Industry Financial Services
Experience
AIG January 2014 - Present
Morgan Stanley Smith Barney March 2007 - December 2013
Merrill Lynch May 2004 - March 2007
JPMorgan Chase May 1999 - May 2004
Education
Drexel University
Master of Science (M.S.), Taxation
Rutgers, The State University of New Jersey-Camden
Bachelor of Science (B.S.), Accounting
AIG January 2014 - Present
Morgan Stanley Smith Barney March 2007 - December 2013
Merrill Lynch May 2004 - March 2007
JPMorgan Chase May 1999 - May 2004
Education
Drexel University
Master of Science (M.S.), Taxation
Rutgers, The State University of New Jersey-Camden
Bachelor of Science (B.S.), Accounting
michael tilson's Morgan Stanley Smith Barney Experience August 2005 - November 2011
Job marketing review analyst at SEI
Industry Financial Services
Experience
SEI April 2012 - Present
MORGAN STANLEY SMITH BARNEY August 2005 - November 2011
JANNEY MONTGOMERY SCOTT June 2002 - June 2005
Skills
investment analysis,...
Education
Drexel University - College of Business and Administration
Master of Science (MS), Accounting and Finance
University of Delaware
Bachelor of Arts (B.A.), History
SEI April 2012 - Present
MORGAN STANLEY SMITH BARNEY August 2005 - November 2011
JANNEY MONTGOMERY SCOTT June 2002 - June 2005
Skills
investment analysis,...
Education
Drexel University - College of Business and Administration
Master of Science (MS), Accounting and Finance
University of Delaware
Bachelor of Arts (B.A.), History
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.