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
Kimberly Santarsiero Kimberly Santarsiero's Morgan Stanley Smith Barney Experience November 1998 - November 2011
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2011 - Present
Morgan Stanley Smith Barney November 1998 - November 2011
Skills
Retirement Planning, Wealth Management..., Investments, Retirement, Strategic Financial..., Investment Management, Banking, Finance, Investment Advisory, Series 7, Mutual Funds, Wealth Management, Financial Planning, Securities, Uniform Combined State..., Asset Allocation
Education
Marywood University
MBA, Finance & Investments
East Stroudsburg University of Pennsylvania
Bachelor's Degree, Management with a double major concentration in accounting and economics
Wells Fargo Advisors November 2011 - Present
Morgan Stanley Smith Barney November 1998 - November 2011
Skills
Retirement Planning, Wealth Management..., Investments, Retirement, Strategic Financial..., Investment Management, Banking, Finance, Investment Advisory, Series 7, Mutual Funds, Wealth Management, Financial Planning, Securities, Uniform Combined State..., Asset Allocation
Education
Marywood University
MBA, Finance & Investments
East Stroudsburg University of Pennsylvania
Bachelor's Degree, Management with a double major concentration in accounting and economics
Duane Johnson Duane Johnson's Morgan Stanley Smith Barney Experience January 1998 - January 2000
Job VP Branch Manager at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2014 - Present
Flagstar Bank December 2011 - January 2014
Packerland Brokerage Services May 2010 - December 2011
CUNA Brokerage Services 2004 - 2010
CUNA Brokerage Services July 2000 - July 2004
Morgan Stanley Smith Barney January 1998 - January 2000
Skills
Strategic Financial..., Coaching, Management, Sales Process, Project Planning, Relationship Management, Insurance, Series 7, Leadership, Business Development, Strategy, Banking, Start-ups, Finance, Investments, Financial Services, Program Management, Financial Advisory, Wealth Management, Retirement Planning, Asset Management, Series 63, FINRA, Financial Planners, Financial Planning
Education
Eastern Michigan University
BS, Math and Economics
The American College
CLU ChFC, Chartered Financial Consultant
Charles Schwab March 2014 - Present
Flagstar Bank December 2011 - January 2014
Packerland Brokerage Services May 2010 - December 2011
CUNA Brokerage Services 2004 - 2010
CUNA Brokerage Services July 2000 - July 2004
Morgan Stanley Smith Barney January 1998 - January 2000
Skills
Strategic Financial..., Coaching, Management, Sales Process, Project Planning, Relationship Management, Insurance, Series 7, Leadership, Business Development, Strategy, Banking, Start-ups, Finance, Investments, Financial Services, Program Management, Financial Advisory, Wealth Management, Retirement Planning, Asset Management, Series 63, FINRA, Financial Planners, Financial Planning
Education
Eastern Michigan University
BS, Math and Economics
The American College
CLU ChFC, Chartered Financial Consultant
Chad Hilton Chad Hilton's Morgan Stanley Smith Barney Experience August 1994 - May 1995
Job Senior Systems & Software Engineer at Carnegie Mellon University
Industry Higher Education
Experience
Carnegie Mellon University August 2014 - Present
University of Pittsburgh February 2013 - August 2014
University of Pittsburgh Katz Graduate School of Business May 2011 - February 2013
City of Pittsburgh March 2011 - April 2011
Eckert Seamans November 2009 - March 2011
Carpenter, McCadden & Lane LLP November 2008 - October 2009
PNC Bank July 2002 - August 2005
PNC Bank July 2000 - July 2002
Fidelity Investments November 1997 - June 2000
Morgan Stanley Smith Barney August 1994 - May 1995
Skills
PL/SQL, jQuery, SQL, HTML, Google Analytics, Apache, LDAP, PHP, Oracle SQL, MySQLi, Stored Procedures, Bootstrap, Oracle Enterprise..., PeopleSoft, JavaScript, CSS, Red Hat Linux, Business Analysis, Business Process..., Report Writing, Java
Education
University of Pittsburgh School of Law 2005 — 2008
Doctor of Law (JD), Intellectual Property Law
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2002 — 2004
Master of Business Administration (MBA), Management Information Systems, General
Harvard University 1998 — 2000
Information Technology
Eastern Connecticut State University 1992 — 1994
BA, History
E.O. Smith High School 1985 — 1989
Carnegie Mellon University August 2014 - Present
University of Pittsburgh February 2013 - August 2014
University of Pittsburgh Katz Graduate School of Business May 2011 - February 2013
City of Pittsburgh March 2011 - April 2011
Eckert Seamans November 2009 - March 2011
Carpenter, McCadden & Lane LLP November 2008 - October 2009
PNC Bank July 2002 - August 2005
PNC Bank July 2000 - July 2002
Fidelity Investments November 1997 - June 2000
Morgan Stanley Smith Barney August 1994 - May 1995
Skills
PL/SQL, jQuery, SQL, HTML, Google Analytics, Apache, LDAP, PHP, Oracle SQL, MySQLi, Stored Procedures, Bootstrap, Oracle Enterprise..., PeopleSoft, JavaScript, CSS, Red Hat Linux, Business Analysis, Business Process..., Report Writing, Java
Education
University of Pittsburgh School of Law 2005 — 2008
Doctor of Law (JD), Intellectual Property Law
University of Pittsburgh - Joseph M. Katz Graduate School of Business 2002 — 2004
Master of Business Administration (MBA), Management Information Systems, General
Harvard University 1998 — 2000
Information Technology
Eastern Connecticut State University 1992 — 1994
BA, History
E.O. Smith High School 1985 — 1989
Adam Zumbrunnen Adam Zumbrunnen's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job Investment Banking Analyst at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company June 2014 - Present
BMO Harris Bank November 2013 - June 2014
BMO Harris Bank July 2013 - November 2013
Imperial Capital LLC February 2013 - June 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Northwestern Mutual May 2011 - January 2012
Skills
Microsoft Excel, Leadership, Accounting, Financial Modeling, Finance, Analysis
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science in Business, Finance, Entreprenurial Management
ESADE Business School 2012 — 2012
Business Administration and Management, General
William Blair & Company June 2014 - Present
BMO Harris Bank November 2013 - June 2014
BMO Harris Bank July 2013 - November 2013
Imperial Capital LLC February 2013 - June 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Northwestern Mutual May 2011 - January 2012
Skills
Microsoft Excel, Leadership, Accounting, Financial Modeling, Finance, Analysis
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science in Business, Finance, Entreprenurial Management
ESADE Business School 2012 — 2012
Business Administration and Management, General
Caryl Beltchenko Caryl Beltchenko's Morgan Stanley Smith Barney Experience December 2010 - March 2011
Job Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2011 - Present
Morgan Stanley Smith Barney December 2010 - March 2011
Citi Personal Wealth Mgmt/ Formerly Smith Barney June 2006 - April 2010
Citicorp Investment Services May 2003 - June 2006
Smith Barney October 1989 - May 2003
EF Hutton 1985 - 1988
Skills
FINRA, Series 7, Series 24, Series 63, Securities, Mutual Funds, AML, Wealth Management, Investment Advisory, Investments, KYC, Equities, Retirement Planning, Banking, Investment Banking, Insurance, Risk Management, Due Diligence, Uniform Combined State..., Alternative Investments, Financial Risk, Financial Advisory
Education
Eastern Michigan University 1974 — 1979
BS, Political Science
Merrill Lynch February 2011 - Present
Morgan Stanley Smith Barney December 2010 - March 2011
Citi Personal Wealth Mgmt/ Formerly Smith Barney June 2006 - April 2010
Citicorp Investment Services May 2003 - June 2006
Smith Barney October 1989 - May 2003
EF Hutton 1985 - 1988
Skills
FINRA, Series 7, Series 24, Series 63, Securities, Mutual Funds, AML, Wealth Management, Investment Advisory, Investments, KYC, Equities, Retirement Planning, Banking, Investment Banking, Insurance, Risk Management, Due Diligence, Uniform Combined State..., Alternative Investments, Financial Risk, Financial Advisory
Education
Eastern Michigan University 1974 — 1979
BS, Political Science
Franklin Johnson Jr Franklin Johnson Jr's Morgan Stanley Smith Barney Experience July 2009 - June 2012
Job Executive Director
Industry Events Services
Experience
Bicycle Ride Across Georgia 2015 - Present
BBB Paddling January 2010 - Present
Aon Hewitt 2012 - 2015
Morgan Stanley Smith Barney July 2009 - June 2012
Vail Resorts November 2008 - May 2009
NautiClick December 2007 - December 2008
United Way of Metropolitan Atlanta May 2007 - August 2007
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Alternative Investments, Investment Consulting, Research, Institutional Investors, Security Analysis, Leadership, Strategic Planning, Institutional..., Investment Advisory..., Marketing, Investments, Entrepreneurship, Analysis, Finance, Due Diligence, Hedge Funds, Venture Capital, Business Planning, Training, Asset Allocation, Program Management
Education
Emory University - Goizueta Business School 2004 — 2008
BBA, Organization & Management and Decision Information Analysis
Bicycle Ride Across Georgia 2015 - Present
BBB Paddling January 2010 - Present
Aon Hewitt 2012 - 2015
Morgan Stanley Smith Barney July 2009 - June 2012
Vail Resorts November 2008 - May 2009
NautiClick December 2007 - December 2008
United Way of Metropolitan Atlanta May 2007 - August 2007
Skills
Portfolio Management, Financial Modeling, Financial Analysis, Alternative Investments, Investment Consulting, Research, Institutional Investors, Security Analysis, Leadership, Strategic Planning, Institutional..., Investment Advisory..., Marketing, Investments, Entrepreneurship, Analysis, Finance, Due Diligence, Hedge Funds, Venture Capital, Business Planning, Training, Asset Allocation, Program Management
Education
Emory University - Goizueta Business School 2004 — 2008
BBA, Organization & Management and Decision Information Analysis
Corey McCants Corey McCants's Morgan Stanley Smith Barney Experience November 2007 - December 2009
Job Operations Professional
Industry Banking
Experience
Randstad on assignment @ Google September 2014 - Present
Xerox April 2010 - August 2013
Morgan Stanley Smith Barney November 2007 - December 2009
Hamilton Health Center Board of Directors January 2007 - December 2009
Cumberland Financial Group September 2004 - November 2007
The Hartford September 1998 - August 2004
Skills
Process Improvement, Operations Management, Leadership, Management, Budgets, Team Leadership, Training, Strategic Planning, Software Documentation, Analysis, Mentoring, Recruiting, Finance, Customer Service
Education
Elizabethtown College 2008 — 2010
BA Business Administration, Business Administration and Management, General
Hartford Public High School
Randstad on assignment @ Google September 2014 - Present
Xerox April 2010 - August 2013
Morgan Stanley Smith Barney November 2007 - December 2009
Hamilton Health Center Board of Directors January 2007 - December 2009
Cumberland Financial Group September 2004 - November 2007
The Hartford September 1998 - August 2004
Skills
Process Improvement, Operations Management, Leadership, Management, Budgets, Team Leadership, Training, Strategic Planning, Software Documentation, Analysis, Mentoring, Recruiting, Finance, Customer Service
Education
Elizabethtown College 2008 — 2010
BA Business Administration, Business Administration and Management, General
Hartford Public High School
Kathy Chidester Kathy Chidester's Morgan Stanley Smith Barney Experience August 2008 - August 2010
Job Administrative Assistant Seeking Employment
Industry Legal Services
Experience
Currently Seeking Full time Employment September 2013 - January 2015
Sanders Law Group September 2013 - January 2015
Cornerstone Chem-Dry February 2012 - September 2013
Arden Rehabilitation and Healthcare June 2011 - January 2012
Morgan Stanley Smith Barney August 2008 - August 2010
Morgan Stanley 2008 - 2010
Morgan Stanley 2008 - 2010
Morgan Stanley 2008 - 2010
Skills
Microsoft Word, Microsoft Excel, Outlook, Receptionist Duties, Customer Service, Administrative..., Data Entry, PowerPoint, Microsoft Office, Access, Insurance, Lotus Notes, Banking, Time Management, Teamwork, Invoicing, Filing, System Administration, Spreadsheets, Administrative...
Education
Edmonds Community College 2006 — 2006
certificate of course completion, Excel beginner - Advanced
Ingraham High School
HS Diploma
Currently Seeking Full time Employment September 2013 - January 2015
Sanders Law Group September 2013 - January 2015
Cornerstone Chem-Dry February 2012 - September 2013
Arden Rehabilitation and Healthcare June 2011 - January 2012
Morgan Stanley Smith Barney August 2008 - August 2010
Morgan Stanley 2008 - 2010
Morgan Stanley 2008 - 2010
Morgan Stanley 2008 - 2010
Skills
Microsoft Word, Microsoft Excel, Outlook, Receptionist Duties, Customer Service, Administrative..., Data Entry, PowerPoint, Microsoft Office, Access, Insurance, Lotus Notes, Banking, Time Management, Teamwork, Invoicing, Filing, System Administration, Spreadsheets, Administrative...
Education
Edmonds Community College 2006 — 2006
certificate of course completion, Excel beginner - Advanced
Ingraham High School
HS Diploma
Vincent Celentano Vincent Celentano's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Senior Equity Research Associate at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. December 2013 - Present
Kershner Trading Group - SMB Capital May 2012 - December 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Pi Kappa Alpha - Beta Kappa Chapter March 2010 - December 2010
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Finance, Accounting
Raymond James Financial Inc. December 2013 - Present
Kershner Trading Group - SMB Capital May 2012 - December 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Pi Kappa Alpha - Beta Kappa Chapter March 2010 - December 2010
Education
Emory University - Goizueta Business School 2008 — 2012
BBA, Finance, Accounting
Tabish Jesrai's Morgan Stanley Smith Barney Experience April 2009 - June 2009
Job CoFounder & CEO @ PreParty LLC
Industry Computer Software
Experience
Pre-Party LLC May 2015 - Present
Hewlett-Packard February 2015 - Present
Emory University Goizueta Business School August 2013 - January 2015
Wells Fargo June 2014 - August 2014
Bloomberg LP November 2011 - June 2013
Bank of America June 2010 - November 2011
Eureka Capital Markets, LLC January 2010 - May 2010
Morgan Stanley Smith Barney April 2009 - June 2009
U.S. Department of the Treasury January 2009 - March 2009
Hartwell Corporation June 2007 - September 2007
Skills
Financial Modeling, Internal Audit, Corporate Finance, Valuation, Financial Reporting, Banking, Auditing, DCF, Financial Risk, Risk Management, Bloomberg, Accounting, Mergers & Acquisitions, Internal Controls, Investment Banking, Finance, Sarbanes-Oxley Act, Financial Analysis, Financial Services, Equities, Private Equity, Capital Markets, Management, Leadership, Investments, Bloomberg Terminal, Portfolio Management, Capital IQ, Hedge Funds, Economics, Due Diligence, Equity Research, Fixed Income
Education
Emory University - Goizueta Business School 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Accounting, and Entrepreneurship
Pontificia Universidad Católica de Chile 2013 — 2015
University of California, Irvine 2007 — 2010
BA, Economics
National University of Singapore 2008 — 2008
Pre-Party LLC May 2015 - Present
Hewlett-Packard February 2015 - Present
Emory University Goizueta Business School August 2013 - January 2015
Wells Fargo June 2014 - August 2014
Bloomberg LP November 2011 - June 2013
Bank of America June 2010 - November 2011
Eureka Capital Markets, LLC January 2010 - May 2010
Morgan Stanley Smith Barney April 2009 - June 2009
U.S. Department of the Treasury January 2009 - March 2009
Hartwell Corporation June 2007 - September 2007
Skills
Financial Modeling, Internal Audit, Corporate Finance, Valuation, Financial Reporting, Banking, Auditing, DCF, Financial Risk, Risk Management, Bloomberg, Accounting, Mergers & Acquisitions, Internal Controls, Investment Banking, Finance, Sarbanes-Oxley Act, Financial Analysis, Financial Services, Equities, Private Equity, Capital Markets, Management, Leadership, Investments, Bloomberg Terminal, Portfolio Management, Capital IQ, Hedge Funds, Economics, Due Diligence, Equity Research, Fixed Income
Education
Emory University - Goizueta Business School 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Accounting, and Entrepreneurship
Pontificia Universidad Católica de Chile 2013 — 2015
University of California, Irvine 2007 — 2010
BA, Economics
National University of Singapore 2008 — 2008
Katie Jones-Yeutter Katie Jones-Yeutter's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Managing Director of Finance & Operations at Greater Madison Chamber of Commerce
Industry Financial Services
Experience
Greater Madison Chamber of Commerce March 2012 - Present
Wipfli LLP January 2012 - March 2012
Morgan Stanley Smith Barney 2010 - 2011
Trillium Hill Farms 2007 - 2010
Central Wisconsin Orthopedics and Sports Medicine, S.C. 2002 - 2009
Skills
Microsoft Office, QuickBooks, Sage, Volunteer Income Tax..., Payroll, Budgets, Finance, Accounting, Event Planning, Financial Analysis, Fundraising, General Ledger
Education
Edgewood College
Master of Business Administration (M.B.A.), Corporate Management, 3.9
Edgewood College
Master of Science (M.S.), Accountancy, 3.9
University of Wisconsin-Oshkosh
Bachelor of Business Administration (B.B.A.), Finance, General, 3.1
University of Wisconsin-Oshkosh
Bachelor of Business Administration (B.B.A.), Economics, 3.1
Greater Madison Chamber of Commerce March 2012 - Present
Wipfli LLP January 2012 - March 2012
Morgan Stanley Smith Barney 2010 - 2011
Trillium Hill Farms 2007 - 2010
Central Wisconsin Orthopedics and Sports Medicine, S.C. 2002 - 2009
Skills
Microsoft Office, QuickBooks, Sage, Volunteer Income Tax..., Payroll, Budgets, Finance, Accounting, Event Planning, Financial Analysis, Fundraising, General Ledger
Education
Edgewood College
Master of Business Administration (M.B.A.), Corporate Management, 3.9
Edgewood College
Master of Science (M.S.), Accountancy, 3.9
University of Wisconsin-Oshkosh
Bachelor of Business Administration (B.B.A.), Finance, General, 3.1
University of Wisconsin-Oshkosh
Bachelor of Business Administration (B.B.A.), Economics, 3.1
Judith McNiff, CFP® Judith McNiff, CFP®'s Morgan Stanley Smith Barney Experience November 2005 - July 2011
Job Financial Advisor, First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2011 - Present
Morgan Stanley Smith Barney November 2005 - July 2011
Harris Investor Services January 1994 - November 2005
Skills
Retirement Planning, Investments, Asset Allocation, Insurance, Investment Strategies, 401k Rollovers, Investment Planning, Tax-efficient Strategies, Wealth Preservation..., Mutual Funds & Annuities
Education
Eastern Illinois University 1971 — 1975
BS, Home Economics
Wells Fargo Advisors, LLC July 2011 - Present
Morgan Stanley Smith Barney November 2005 - July 2011
Harris Investor Services January 1994 - November 2005
Skills
Retirement Planning, Investments, Asset Allocation, Insurance, Investment Strategies, 401k Rollovers, Investment Planning, Tax-efficient Strategies, Wealth Preservation..., Mutual Funds & Annuities
Education
Eastern Illinois University 1971 — 1975
BS, Home Economics
Darren De Angelis Darren De Angelis's Morgan Stanley Smith Barney Experience November 2010 - April 2011
Job Institutional Sales at Siguler Guff & Company
Industry Financial Services
Experience
Siguler Guff & Company June 2015 - Present
Central Park Group, LLC February 2013 - May 2015
Cohen & Steers May 2011 - January 2013
Morgan Stanley Smith Barney November 2010 - April 2011
Morgan Stanley December 2009 - November 2010
Morgan Stanley Smith Barney August 2006 - December 2009
Brittany's Hope Foundation October 2005 - December 2005
Skills
Sales, Alternative Investments, Marketing, CRM, Management, Presentation Skills, Relationship Management, Private Equity, Hedge Funds, Asset Allocation, Marketing Strategy, Investments, Series 7, Analysis
Education
Elizabethtown College 2002 — 2006
BS Business Administration, Marketing & Management
Siguler Guff & Company June 2015 - Present
Central Park Group, LLC February 2013 - May 2015
Cohen & Steers May 2011 - January 2013
Morgan Stanley Smith Barney November 2010 - April 2011
Morgan Stanley December 2009 - November 2010
Morgan Stanley Smith Barney August 2006 - December 2009
Brittany's Hope Foundation October 2005 - December 2005
Skills
Sales, Alternative Investments, Marketing, CRM, Management, Presentation Skills, Relationship Management, Private Equity, Hedge Funds, Asset Allocation, Marketing Strategy, Investments, Series 7, Analysis
Education
Elizabethtown College 2002 — 2006
BS Business Administration, Marketing & Management
Christopher Dyrhaug Christopher Dyrhaug's Morgan Stanley Smith Barney Experience February 2009 - October 2012
Job Managing Director Individual Markets
Industry Financial Services
Experience
Guardian Life December 2013 - Present
Morgan Stanley October 2012 - December 2013
Morgan Stanley Smith Barney February 2009 - October 2012
Smith Barney March 2006 - February 2009
Education
Eastern Illinois University 1988 — 1992
Bachelor of Science, Finance
Guardian Life December 2013 - Present
Morgan Stanley October 2012 - December 2013
Morgan Stanley Smith Barney February 2009 - October 2012
Smith Barney March 2006 - February 2009
Education
Eastern Illinois University 1988 — 1992
Bachelor of Science, Finance
Humberto Santiago's Morgan Stanley Smith Barney Experience June 2011 - November 2011
Job Financial Representative
Industry Financial Services
Experience
Bank of America July 2012 - Present
Morgan Stanley Smith Barney June 2011 - November 2011
Nautilus Yearbook September 2010 - June 2011
Creative Marketing Results September 2009 - January 2011
Tillinger's Concierge April 2008 - June 2010
Unstructured Q 2010 - 2010
Omni Hotel May 2007 - October 2008
Intercontinental Hotel February 2008 - May 2008
Skills
Budgets, Customer Service, Finance, Financial Analysis, Investments, Mutual Funds, Payroll, Sales, Analysis, Management, Microsoft Excel, Retirement Planning, Strategic Financial..., Banking, Financial Planning, Leadership, Microsoft Office
Education
Eastern Nazarene College 2007 — 2011
Business Management, Marketing, FInance
Stoughton High 2004 — 2007
Stoughton High
Bachelor of Arts, Business
Bank of America July 2012 - Present
Morgan Stanley Smith Barney June 2011 - November 2011
Nautilus Yearbook September 2010 - June 2011
Creative Marketing Results September 2009 - January 2011
Tillinger's Concierge April 2008 - June 2010
Unstructured Q 2010 - 2010
Omni Hotel May 2007 - October 2008
Intercontinental Hotel February 2008 - May 2008
Skills
Budgets, Customer Service, Finance, Financial Analysis, Investments, Mutual Funds, Payroll, Sales, Analysis, Management, Microsoft Excel, Retirement Planning, Strategic Financial..., Banking, Financial Planning, Leadership, Microsoft Office
Education
Eastern Nazarene College 2007 — 2011
Business Management, Marketing, FInance
Stoughton High 2004 — 2007
Stoughton High
Bachelor of Arts, Business
Chris Pisarkiewicz Chris Pisarkiewicz's Morgan Stanley Smith Barney Experience January 2008 - May 2008
Job Product Marketing Manager at PrismHR
Industry Marketing and Advertising
Experience
PrismHR August 2015 - Present
Forum Systems November 2013 - July 2015
IMN October 2012 - November 2013
IMN October 2011 - October 2012
IMN May 2011 - October 2011
South Shore SuddenValues June 2009 - June 2011
MFS Investment Management November 2008 - April 2009
Morgan Stanley Smith Barney January 2008 - May 2008
Saint-Gobain Abrasives May 2007 - August 2007
Skills
Email Marketing, HubSpot, SugarCRM, Social Media Marketing, SEO, Product Marketing, Social Media, Marketing Strategy, Product Management, Project Management, Marketing Communications, Salesforce.com
Education
Fairfield University 2004 — 2008
Bachelors Degree, Marketing & Accounting
PrismHR August 2015 - Present
Forum Systems November 2013 - July 2015
IMN October 2012 - November 2013
IMN October 2011 - October 2012
IMN May 2011 - October 2011
South Shore SuddenValues June 2009 - June 2011
MFS Investment Management November 2008 - April 2009
Morgan Stanley Smith Barney January 2008 - May 2008
Saint-Gobain Abrasives May 2007 - August 2007
Skills
Email Marketing, HubSpot, SugarCRM, Social Media Marketing, SEO, Product Marketing, Social Media, Marketing Strategy, Product Management, Project Management, Marketing Communications, Salesforce.com
Education
Fairfield University 2004 — 2008
Bachelors Degree, Marketing & Accounting
Tayler Sirabella Tayler Sirabella's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Graduated from Elon University
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
JPMorgan Chase June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
ING Investment Management June 2011 - August 2011
Skills
MS Excel, MS Access, MS PowerPoint, Analysis, Microsoft Excel, Public Speaking
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Science Business Administration, Finance
J.P. Morgan July 2014 - Present
JPMorgan Chase June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
ING Investment Management June 2011 - August 2011
Skills
MS Excel, MS Access, MS PowerPoint, Analysis, Microsoft Excel, Public Speaking
Education
Elon University - Martha and Spencer Love School of Business 2010 — 2014
Bachelor of Science Business Administration, Finance
Kathleen Deely Kathleen Deely's Morgan Stanley Smith Barney Experience October 2006 - June 2011
Job Associate at Polaris Capital Management, LLC
Industry Financial Services
Experience
Polaris Capital Management, LLC May 2013 - Present
Our Daily Bread, Friends Sharing and Caring, Food Pantry 2006 - Present
Morgan Stanley Smith Barney October 2006 - June 2011
Wellington Management 2000 - 2006
Batterymarch Financial Management 1994 - 2000
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Vendor Management, Employee Relations, Human Resources, Event Planning, PeopleSoft, Interviews, Internet Explorer, Office Equipment, Databases, Office Management, Management
Education
Emmanuel College 1996 — 1999
Bachelor of Science (B.S.), Business Administration
Northeastern University
Paralegal Professional Program
Polaris Capital Management, LLC May 2013 - Present
Our Daily Bread, Friends Sharing and Caring, Food Pantry 2006 - Present
Morgan Stanley Smith Barney October 2006 - June 2011
Wellington Management 2000 - 2006
Batterymarch Financial Management 1994 - 2000
Skills
Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Vendor Management, Employee Relations, Human Resources, Event Planning, PeopleSoft, Interviews, Internet Explorer, Office Equipment, Databases, Office Management, Management
Education
Emmanuel College 1996 — 1999
Bachelor of Science (B.S.), Business Administration
Northeastern University
Paralegal Professional Program
Dawn Brannon Braun Dawn Brannon Braun's Morgan Stanley Smith Barney Experience November 2005 - April 2010
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2010 - Present
Morgan Stanley Smith Barney November 2005 - April 2010
Paychex March 2002 - November 2005
Skills
Asset Allocation, Retirement, Retirement Planning, Investment Advisory, Wealth Management, Finance, Retirement Plan..., Series 7, Series 63, Profit Sharing, Financial Advisory, IRAs, Mutual Funds, Investment Strategies, Fixed Annuities, Pensions, Strategic Financial..., Wealth Accumulation, Small Business, Defined Benefit
Education
Eastern Illinois University 1989 — 1993
B.S., Economics
Raymond James Financial, Inc. April 2010 - Present
Morgan Stanley Smith Barney November 2005 - April 2010
Paychex March 2002 - November 2005
Skills
Asset Allocation, Retirement, Retirement Planning, Investment Advisory, Wealth Management, Finance, Retirement Plan..., Series 7, Series 63, Profit Sharing, Financial Advisory, IRAs, Mutual Funds, Investment Strategies, Fixed Annuities, Pensions, Strategic Financial..., Wealth Accumulation, Small Business, Defined Benefit
Education
Eastern Illinois University 1989 — 1993
B.S., Economics
Steve Soltesz Steve Soltesz's Morgan Stanley Smith Barney Experience August 2011 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2011 - Present
Education
University of Pittsburgh- Graduate School of Public & International Affairs 2004 — 2006
M.A., International Development
Edinboro University of Pennsylvania
B.A., Political Science
Morgan Stanley Smith Barney August 2011 - Present
Education
University of Pittsburgh- Graduate School of Public & International Affairs 2004 — 2006
M.A., International Development
Edinboro University of Pennsylvania
B.A., Political Science
Rebeccah Ostroski's Morgan Stanley Smith Barney Experience June 1997 - May 2011
Job SrConsultantThirtyOne Gifts
Industry Apparel & Fashion
Experience
Thirty-One Gifts February 2012 - Present
Ten Tiny Piggies, LLC May 2010 - Present
Morgan Stanley Smith Barney June 1997 - May 2011
Skills
Customer Service, Strategic Financial...
Education
Eastern University 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Thirty-One Gifts February 2012 - Present
Ten Tiny Piggies, LLC May 2010 - Present
Morgan Stanley Smith Barney June 1997 - May 2011
Skills
Customer Service, Strategic Financial...
Education
Eastern University 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
David Reicks David Reicks's Morgan Stanley Smith Barney Experience August 2000 - March 2012
Job Financial Advisor Merrill Lynch Global Wealth Management
Industry Financial Services
Experience
Merrill Lynch March 2012 - Present
Morgan Stanley Smith Barney August 2000 - March 2012
Merrill Lynch September 1989 - August 2000
Mutual of New York June 1987 - August 1989
Merrill Lynch August 1984 - May 1987
Merrill Lynch April 1982 - August 1984
Skills
Investments, Loans, Underwriting, Banking, Financial Analysis, Series 7, Small Business Lending, Investment Advisory, Foreign Exchange, Commodity, Finance, Financial Services, Asset Management, Mutual Funds, Retirement Planning, Risk Management, Sales, Portfolio Management, Securities, Wealth Management
Education
University of Colorado at Colorado Springs 1985 — 1987
Business/Corporate Communications
Eastern Michigan University 1981 — 1984
Communication and Media Studies
Merrill Lynch March 2012 - Present
Morgan Stanley Smith Barney August 2000 - March 2012
Merrill Lynch September 1989 - August 2000
Mutual of New York June 1987 - August 1989
Merrill Lynch August 1984 - May 1987
Merrill Lynch April 1982 - August 1984
Skills
Investments, Loans, Underwriting, Banking, Financial Analysis, Series 7, Small Business Lending, Investment Advisory, Foreign Exchange, Commodity, Finance, Financial Services, Asset Management, Mutual Funds, Retirement Planning, Risk Management, Sales, Portfolio Management, Securities, Wealth Management
Education
University of Colorado at Colorado Springs 1985 — 1987
Business/Corporate Communications
Eastern Michigan University 1981 — 1984
Communication and Media Studies
Carmelo Mel Carrozza Carmelo Mel Carrozza's Morgan Stanley Smith Barney Experience February 2008 - August 2010
Job Vice President/Regional Director at Legg Mason
Industry Financial Services
Experience
Legg Mason September 2011 - Present
Legg Mason August 2010 - September 2011
Morgan Stanley Smith Barney February 2008 - August 2010
Davidoff of Geneva 2006 - 2008
DIRECTV 2004 - 2006
Skills
Series 7, Separately Managed..., 529 Plans, Funding, Licensing, Financial Planning, SMA, Mutual Funds
Education
Fairfield University 1998 — 2002
Bachelor of Science, Dolan School of Business - Finance
John Jay High School 1994 — 1998
Regents, Mathematics
Legg Mason September 2011 - Present
Legg Mason August 2010 - September 2011
Morgan Stanley Smith Barney February 2008 - August 2010
Davidoff of Geneva 2006 - 2008
DIRECTV 2004 - 2006
Skills
Series 7, Separately Managed..., 529 Plans, Funding, Licensing, Financial Planning, SMA, Mutual Funds
Education
Fairfield University 1998 — 2002
Bachelor of Science, Dolan School of Business - Finance
John Jay High School 1994 — 1998
Regents, Mathematics
Nancy Leshko Short Nancy Leshko Short's Morgan Stanley Smith Barney Experience February 2006 - February 2009
Job Registered Client Relationship Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2009 - Present
Morgan Stanley Smith Barney February 2006 - February 2009
Legg Mason Capital Management July 1997 - February 2006
M&T Bank July 1980 - July 1997
Skills
Investments, Series 7, Process Improvement, Series 63, Mutual Funds, Securities, Equities, Strategic Planning, Alternative Investments, Team Leadership, Fixed Income, Portfolio Management, Bloomberg, Hedge Funds, Sales, Asset Managment, Customer Service, Team Building, Trading, Investment Management, Investment Advisory, 401k, Asset Management, Wealth Management
Education
Essex Community College 1979 — 1980
Business, Business
Villa Julie College 1978 — 1979
Para Legal
Sparrows Point High School 1975 — 1978
Robert W. Baird & Co. February 2009 - Present
Morgan Stanley Smith Barney February 2006 - February 2009
Legg Mason Capital Management July 1997 - February 2006
M&T Bank July 1980 - July 1997
Skills
Investments, Series 7, Process Improvement, Series 63, Mutual Funds, Securities, Equities, Strategic Planning, Alternative Investments, Team Leadership, Fixed Income, Portfolio Management, Bloomberg, Hedge Funds, Sales, Asset Managment, Customer Service, Team Building, Trading, Investment Management, Investment Advisory, 401k, Asset Management, Wealth Management
Education
Essex Community College 1979 — 1980
Business, Business
Villa Julie College 1978 — 1979
Para Legal
Sparrows Point High School 1975 — 1978
Robert Loacker Robert Loacker's Morgan Stanley Smith Barney Experience 1999 - 2006
Job Mortgage Originations at PHH Mortgage Platinum Service Group
Industry Financial Services
Experience
PHH Mortgage April 2012 - Present
Morgan Stanley April 2006 - April 2012
Morgan Stanley Smith Barney 1999 - 2006
Morgan Stanley Smith Barney 1998 - 1999
Morgan Stanley Smith Barney 1995 - 1997
Skills
Team Leadership, Business Development, Sales Management, Manage Client..., Mortgage Lending, Banking, Loan Origination, Customer Service, Credit, Loans, Investor Relations
Education
Eastern Illinois University
Bachelor of Science, Finance
PHH Mortgage April 2012 - Present
Morgan Stanley April 2006 - April 2012
Morgan Stanley Smith Barney 1999 - 2006
Morgan Stanley Smith Barney 1998 - 1999
Morgan Stanley Smith Barney 1995 - 1997
Skills
Team Leadership, Business Development, Sales Management, Manage Client..., Mortgage Lending, Banking, Loan Origination, Customer Service, Credit, Loans, Investor Relations
Education
Eastern Illinois University
Bachelor of Science, Finance
Christian Caballero Christian Caballero's Morgan Stanley Smith Barney Experience January 2012 - July 2012
Job Internal Sales Consultant at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments August 2013 - Present
New York Life & MainStay Investments October 2012 - July 2013
Morgan Stanley Smith Barney January 2012 - July 2012
Chubb July 2010 - August 2010
The Burgiss Group June 2010 - August 2010
Cabby Landscaping, LLC May 2008 - August 2008
Skills
Mutual Funds, Microsoft Excel, Microsoft Office, Outlook, Series 7, Series 66, Life Insurance, Bilingual-Spanish, Investments, Securities, PowerPoint, Mac OS X, Money Market, Data Entry, Private Equity, Uniform Combined State...
Education
Investment Banking Institute 2011 — 2011
Fairfield University 2007 — 2011
Bachelor of Science, Finance; Economics
Universitat Ramon Llull 2010 — 2010
Finance, Economics
Governor Livingston High School 2003 — 2007
High school diploma
New York Life & MainStay Investments August 2013 - Present
New York Life & MainStay Investments October 2012 - July 2013
Morgan Stanley Smith Barney January 2012 - July 2012
Chubb July 2010 - August 2010
The Burgiss Group June 2010 - August 2010
Cabby Landscaping, LLC May 2008 - August 2008
Skills
Mutual Funds, Microsoft Excel, Microsoft Office, Outlook, Series 7, Series 66, Life Insurance, Bilingual-Spanish, Investments, Securities, PowerPoint, Mac OS X, Money Market, Data Entry, Private Equity, Uniform Combined State...
Education
Investment Banking Institute 2011 — 2011
Fairfield University 2007 — 2011
Bachelor of Science, Finance; Economics
Universitat Ramon Llull 2010 — 2010
Finance, Economics
Governor Livingston High School 2003 — 2007
High school diploma
Bryan Tiedemann Bryan Tiedemann's Morgan Stanley Smith Barney Experience July 2009 - August 2009
Job VP Marketing at SportsMed Physical Therapy
Industry Marketing and Advertising
Experience
SportsMed Physical Therapy September 2014 - Present
Operative November 2013 - Present
Paychex January 2011 - October 2013
Aerotek Professional Staffing August 2010 - January 2011
East Stroudsburg University August 2009 - December 2009
Morgan Stanley Smith Barney July 2009 - August 2009
Skills
Time Management, Building Relationships, Consultative Selling, Salesforce.com, Sales Process, Follow-up, Business to Business..., Selling, B2B, Sales, Cold Calling, Sales Operations, Marketing, Recruiting, Management, SaaS, Leadership, Advertising, Networking, Relationship Building, Sales Management, Sales Presentations, New Business Development, Direct Sales, Lead Generation, Team Building, Account Management
Education
East Stroudsburg University of Pennsylvania 2005 — 2010
Bachelors of Science, Finance and Marketing
SportsMed Physical Therapy September 2014 - Present
Operative November 2013 - Present
Paychex January 2011 - October 2013
Aerotek Professional Staffing August 2010 - January 2011
East Stroudsburg University August 2009 - December 2009
Morgan Stanley Smith Barney July 2009 - August 2009
Skills
Time Management, Building Relationships, Consultative Selling, Salesforce.com, Sales Process, Follow-up, Business to Business..., Selling, B2B, Sales, Cold Calling, Sales Operations, Marketing, Recruiting, Management, SaaS, Leadership, Advertising, Networking, Relationship Building, Sales Management, Sales Presentations, New Business Development, Direct Sales, Lead Generation, Team Building, Account Management
Education
East Stroudsburg University of Pennsylvania 2005 — 2010
Bachelors of Science, Finance and Marketing
Anne Fisher-Bara PMP ITIL v3 Anne Fisher-Bara PMP ITIL v3's Morgan Stanley Smith Barney Experience May 2010 - January 2012
Job Senior Technical Project Manager Global Network Services at ADP
Industry Information Technology and Services
Experience
ADP March 2012 - Present
PMINJ Chapter December 2004 - May 2013
Morgan Stanley Smith Barney May 2010 - January 2012
Morgan Stanley Smith Barney August 2008 - May 2010
Citi January 2005 - July 2008
AT&T January 2000 - November 2004
AT&T January 1999 - January 2000
AT&T January 1997 - January 1999
AT&T January 1994 - January 1996
AT&T January 1993 - January 1994
Skills
Senior Project Managent, IT Infrastructure..., Enterprise Application..., Mergers, Profitability, Virtualization, SDLC, ITIL, Data Center, Vendor Relations, Program Management, Vendor Management, Portfolio Management, PMP, Outsourcing, Process Engineering, Process Improvement, Business Analysis, Change Management, Business Management, Team Building, Risk Management, IT Strategy, Requirements Analysis, Product Management, Customer Relations, Strategic Planning, Project Portfolio..., PMO, Visio, Resource Management, Problem Solving, Team Leadership, Cross-functional Team..., Disaster Recovery, Compliance, Integration, Software Project..., Asset Management, Mentoring, IT Management, Product Development, Business Strategy, Six Sigma, Project Planning, MS Project, IT Operations, SharePoint, Enterprise Architecture, IT Governance
Education
The George Washington University 1994 — 1995
Masters Certificate, PMP, Project Management
PMP (Refreshed 2005)
Project Management Professional
Emory University - Goizueta Business School 1986 — 1988
Master, Business Admin
Emory University School of Medicine 1985 — 1986
MPH, Public Health, Health Admin
Emory University 1981 — 1985
BS, Biology, Chemistry
ADP March 2012 - Present
PMINJ Chapter December 2004 - May 2013
Morgan Stanley Smith Barney May 2010 - January 2012
Morgan Stanley Smith Barney August 2008 - May 2010
Citi January 2005 - July 2008
AT&T January 2000 - November 2004
AT&T January 1999 - January 2000
AT&T January 1997 - January 1999
AT&T January 1994 - January 1996
AT&T January 1993 - January 1994
Skills
Senior Project Managent, IT Infrastructure..., Enterprise Application..., Mergers, Profitability, Virtualization, SDLC, ITIL, Data Center, Vendor Relations, Program Management, Vendor Management, Portfolio Management, PMP, Outsourcing, Process Engineering, Process Improvement, Business Analysis, Change Management, Business Management, Team Building, Risk Management, IT Strategy, Requirements Analysis, Product Management, Customer Relations, Strategic Planning, Project Portfolio..., PMO, Visio, Resource Management, Problem Solving, Team Leadership, Cross-functional Team..., Disaster Recovery, Compliance, Integration, Software Project..., Asset Management, Mentoring, IT Management, Product Development, Business Strategy, Six Sigma, Project Planning, MS Project, IT Operations, SharePoint, Enterprise Architecture, IT Governance
Education
The George Washington University 1994 — 1995
Masters Certificate, PMP, Project Management
PMP (Refreshed 2005)
Project Management Professional
Emory University - Goizueta Business School 1986 — 1988
Master, Business Admin
Emory University School of Medicine 1985 — 1986
MPH, Public Health, Health Admin
Emory University 1981 — 1985
BS, Biology, Chemistry
Dawn Michelle Downey's Morgan Stanley Smith Barney Experience October 2007 - December 2010
Job Financial Professional
Industry Financial Services
Experience
East Carolina University May 2013 - Present
Morgan Stanley Smith Barney October 2007 - December 2010
Transprint USA January 2003 - May 2007
The Law Office of Peter Angelos, P.C. August 1999 - February 2002
Skills
Management, Social Media, Microsoft Office, Administrative..., Microsoft Word, Microsoft Excel, Outlook, Event Planning, PowerPoint, Customer Service, Social Networking, Research, Strategic Planning, Public Relations, Fundraising, Photoshop, Windows, Volunteer Management, Nonprofits, Digital Photography, Leadership, Policy, Portrait Photography, Adobe Creative Suite, iMovie, Google Docs, Visio
Education
East Carolina University - College of Business 2013 — 2015
Bachelor of Business Administration (BSBA), Management Information Systems, College of Business
Wake Technical Community College 2012 — 2013
Associate of Arts (A.A.), Business Administration and Management, General
East Carolina University May 2013 - Present
Morgan Stanley Smith Barney October 2007 - December 2010
Transprint USA January 2003 - May 2007
The Law Office of Peter Angelos, P.C. August 1999 - February 2002
Skills
Management, Social Media, Microsoft Office, Administrative..., Microsoft Word, Microsoft Excel, Outlook, Event Planning, PowerPoint, Customer Service, Social Networking, Research, Strategic Planning, Public Relations, Fundraising, Photoshop, Windows, Volunteer Management, Nonprofits, Digital Photography, Leadership, Policy, Portrait Photography, Adobe Creative Suite, iMovie, Google Docs, Visio
Education
East Carolina University - College of Business 2013 — 2015
Bachelor of Business Administration (BSBA), Management Information Systems, College of Business
Wake Technical Community College 2012 — 2013
Associate of Arts (A.A.), Business Administration and Management, General
Aaron Bray Aaron Bray's Morgan Stanley Smith Barney Experience 2003 - 2007
Job Investment Consultant at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade June 2007 - Present
Morgan Stanley Smith Barney 2003 - 2007
Canton Coyotes 2002 - 2003
Skills
Investment planning, Registered Investment..., Relationship Manager, sales and marketing, Mutual Funds, Asset Allocation, Separate Account Money..., Client Centric Sales, Exchange Traded Funds, Banking, Wealth management, Investments, ETFs, Investment Strategies, Securities, Strategic Financial..., Wealth Management, Financial Services, Estate Planning, Retirement Planning, Portfolio Management, Registered Investment..., Series 7
Education
Evangel University 1999 — 2003
Bachelor of Arts (B.A.), Business/Managerial Economics
TD Ameritrade June 2007 - Present
Morgan Stanley Smith Barney 2003 - 2007
Canton Coyotes 2002 - 2003
Skills
Investment planning, Registered Investment..., Relationship Manager, sales and marketing, Mutual Funds, Asset Allocation, Separate Account Money..., Client Centric Sales, Exchange Traded Funds, Banking, Wealth management, Investments, ETFs, Investment Strategies, Securities, Strategic Financial..., Wealth Management, Financial Services, Estate Planning, Retirement Planning, Portfolio Management, Registered Investment..., Series 7
Education
Evangel University 1999 — 2003
Bachelor of Arts (B.A.), Business/Managerial Economics
Rebecca S Price's Morgan Stanley Smith Barney Experience 2006 - 2010
Job Travel writer and photojournalist
Industry Photography
Experience
Freelance travel writer March 2013 - Present
Freelance travel writer March 2013 - Present
Retro Focus Photography 2004 - Present
Boston Nanny 1994 - Present
Morgan Stanley Smith Barney 2006 - 2010
freelance (boston & seattle) 1999 - 2006
Skills
Copywriting, Social Media, Social Networking, Photoshop, Digital Photography, Editing, Blogging, Photography
Education
Emerson College 1996 — 2000
Freelance travel writer March 2013 - Present
Freelance travel writer March 2013 - Present
Retro Focus Photography 2004 - Present
Boston Nanny 1994 - Present
Morgan Stanley Smith Barney 2006 - 2010
freelance (boston & seattle) 1999 - 2006
Skills
Copywriting, Social Media, Social Networking, Photoshop, Digital Photography, Editing, Blogging, Photography
Education
Emerson College 1996 — 2000
Jim Evans Jim Evans's Morgan Stanley Smith Barney Experience October 2011 - November 2012
Job Chief Operating Officer at KN Holdings
Industry Financial Services
Experience
Evans Manufacturing Brokerage January 2015 - Present
KN Holdings January 2015 - Present
Collegeville Medical Center January 2015 - Present
East Stroudsburg University Foundation April 2014 - Present
College of Business and Management Advisory Board September 2013 - Present
Executive Leadership Speakers Series November 2013 - Present
Wealth and Legacy Group November 2012 - September 2014
Morgan Stanley Smith Barney October 2011 - November 2012
Manfredi Auto Group May 2010 - October 2011
UC Berkeley May 2008 - May 2009
Skills
Protection First..., Multi-generational..., Intergenerational..., Multi-generational..., Life Insurance, Disability Insurance, Long-term Care, Insurance, Fixed Annuities, Strategic Financial..., Strategic Communications, Leadership Development, Presentations, Charitable Gift Planning, Estate Planning, Irrevocable Life..., Strategy, Financial Planning, Public Speaking, Customer Service, Sales, Finance, Leadership, Management, Marketing, Marketing Strategy, Negotiation, Sales Management, Team Building, Strategic Planning, Microsoft Office
Education
East Stroudsburg University of Pennsylvania 2007 — 2008
Master of Arts (M.A.), Management and Leadership
East Stroudsburg University of Pennsylvania 2003 — 2007
Bachelor of Science (BS), Economics
Daniel Boone High School 1999 — 2003
Diploma, Academic
Evans Manufacturing Brokerage January 2015 - Present
KN Holdings January 2015 - Present
Collegeville Medical Center January 2015 - Present
East Stroudsburg University Foundation April 2014 - Present
College of Business and Management Advisory Board September 2013 - Present
Executive Leadership Speakers Series November 2013 - Present
Wealth and Legacy Group November 2012 - September 2014
Morgan Stanley Smith Barney October 2011 - November 2012
Manfredi Auto Group May 2010 - October 2011
UC Berkeley May 2008 - May 2009
Skills
Protection First..., Multi-generational..., Intergenerational..., Multi-generational..., Life Insurance, Disability Insurance, Long-term Care, Insurance, Fixed Annuities, Strategic Financial..., Strategic Communications, Leadership Development, Presentations, Charitable Gift Planning, Estate Planning, Irrevocable Life..., Strategy, Financial Planning, Public Speaking, Customer Service, Sales, Finance, Leadership, Management, Marketing, Marketing Strategy, Negotiation, Sales Management, Team Building, Strategic Planning, Microsoft Office
Education
East Stroudsburg University of Pennsylvania 2007 — 2008
Master of Arts (M.A.), Management and Leadership
East Stroudsburg University of Pennsylvania 2003 — 2007
Bachelor of Science (BS), Economics
Daniel Boone High School 1999 — 2003
Diploma, Academic
Justin Robertson Justin Robertson's Morgan Stanley Smith Barney Experience 2000 - 2002
Job Banking Advisor, VP Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2010 - Present
Bank of America 2006 - 2009
Morgan Stanley Smith Barney 2000 - 2002
Skills
Wealth Management, Series 7, Series 63, Portfolio Management, Financial Advisory, Retirement Planning, Uniform Combined State..., Investments, Equities, Mutual Funds, Finance, Wealth Management..., Lines Of Credit, Cash Management, Loan Origination, Residential Mortgages, Consumer Lending, Relationship Management, FINRA, Asset Management, Loans, Private Banking, Credit, Mortgage Lending, Securities, Asset Allocation, Financial Services, Banking, High Net Worth..., Fixed Income
Education
Eastern Mennonite University 2008 — 2009
B.S., Management and Organizational Development
William Paterson University of New Jersey
Merrill Lynch April 2010 - Present
Bank of America 2006 - 2009
Morgan Stanley Smith Barney 2000 - 2002
Skills
Wealth Management, Series 7, Series 63, Portfolio Management, Financial Advisory, Retirement Planning, Uniform Combined State..., Investments, Equities, Mutual Funds, Finance, Wealth Management..., Lines Of Credit, Cash Management, Loan Origination, Residential Mortgages, Consumer Lending, Relationship Management, FINRA, Asset Management, Loans, Private Banking, Credit, Mortgage Lending, Securities, Asset Allocation, Financial Services, Banking, High Net Worth..., Fixed Income
Education
Eastern Mennonite University 2008 — 2009
B.S., Management and Organizational Development
William Paterson University of New Jersey
Pete McConnell Pete McConnell's Morgan Stanley Smith Barney Experience 2006 - February 2012
Job Corporate Pilot at Jet Aviation
Industry Aviation & Aerospace
Experience
Jet Aviation March 2014 - Present
United States Marine Corps Reserve June 2014 - Present
United States Marine Corps October 2012 - March 2014
United States Marine Corps Reserve March 2010 - September 2012
Morgan Stanley Smith Barney 2006 - February 2012
United States Marine Corps 1991 - 2007
FlighTime Business Jets 2003 - 2006
Skills
Military, Series 7, Organizational..., Mentoring, Aircraft, Flights, Helicopters, Security Clearance, Operational Planning, Leadership, Military Operations, National Security, DoD, Charter, Program Management, Defense, Military Experience, Operations Management, Leadership Development, Risk Management, Command, Training, Government, Executive Management, Aviation, Military Training
Education
Naval Post Graduate School
Aviation Safety Officer Course
Embry-Riddle Aeronautical University 1998 — 2001
M.B.A.
University of Rhode Island 1986 — 1991
B.A., Communications
Jet Aviation March 2014 - Present
United States Marine Corps Reserve June 2014 - Present
United States Marine Corps October 2012 - March 2014
United States Marine Corps Reserve March 2010 - September 2012
Morgan Stanley Smith Barney 2006 - February 2012
United States Marine Corps 1991 - 2007
FlighTime Business Jets 2003 - 2006
Skills
Military, Series 7, Organizational..., Mentoring, Aircraft, Flights, Helicopters, Security Clearance, Operational Planning, Leadership, Military Operations, National Security, DoD, Charter, Program Management, Defense, Military Experience, Operations Management, Leadership Development, Risk Management, Command, Training, Government, Executive Management, Aviation, Military Training
Education
Naval Post Graduate School
Aviation Safety Officer Course
Embry-Riddle Aeronautical University 1998 — 2001
M.B.A.
University of Rhode Island 1986 — 1991
B.A., Communications
Joe Rofino, CFA's Morgan Stanley Smith Barney Experience April 2012 - Present
Job Institutional Consulting Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2012 - Present
Eaton Vance 2006 - April 2012
New Accounts 2005 - 2006
Eaton Vance 2004 - 2005
Education
University of Massachusetts 2007 — 2010
Masters; MBA, Business Administration
Emerson College 1999 — 2003
Bachelors of Science (BS), Marketing Communication
Morgan Stanley Smith Barney April 2012 - Present
Eaton Vance 2006 - April 2012
New Accounts 2005 - 2006
Eaton Vance 2004 - 2005
Education
University of Massachusetts 2007 — 2010
Masters; MBA, Business Administration
Emerson College 1999 — 2003
Bachelors of Science (BS), Marketing Communication
Alexandra Stark's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Analyst at CIT Group
Industry Management Consulting
Experience
CIT February 2015 - Present
CIT July 2012 - January 2015
J.P. Morgan June 2011 - August 2011
Emory University January 2011 - June 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Goizueta Business School January 2010 - May 2010
East Hampton IGA June 2006 - August 2009
Flair Designer Boutique August 2007 - August 2008
Skills
Strategy, SPSS, Market Research, Investment Banking, Financial Analysis, Economics
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (MBA)
Emory University - Goizueta Business School 2008 — 2012
BBA, Management Consulting and Finance
Earl L. Vandermuelen High School
CIT February 2015 - Present
CIT July 2012 - January 2015
J.P. Morgan June 2011 - August 2011
Emory University January 2011 - June 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Goizueta Business School January 2010 - May 2010
East Hampton IGA June 2006 - August 2009
Flair Designer Boutique August 2007 - August 2008
Skills
Strategy, SPSS, Market Research, Investment Banking, Financial Analysis, Economics
Education
New York University - Leonard N. Stern School of Business 2014 — 2017
Master of Business Administration (MBA)
Emory University - Goizueta Business School 2008 — 2012
BBA, Management Consulting and Finance
Earl L. Vandermuelen High School
Arjun Khurana Arjun Khurana's Morgan Stanley Smith Barney Experience August 2011 - March 2012
Job Sr. Media Manager at 360i
Industry Marketing and Advertising
Experience
360i December 2013 - Present
Mindshare March 2012 - November 2013
Morgan Stanley Smith Barney August 2011 - March 2012
Ernst & Young June 2010 - August 2010
Deloitte Consulting May 2009 - June 2009
HSBC July 2008 - August 2008
Skills
Analytics, Financial Analysis, Competitive Analysis, Paid Search Campaigns, Strategy, Financial Modeling, Digital Media, Marketing Strategy, Mobile Marketing, Digital Strategy, Digital Marketing, Market Research, SEM, Social Media Marketing
Education
Emory University - Goizueta Business School 2007 — 2011
Bachelor of Business Administration, Finance
360i December 2013 - Present
Mindshare March 2012 - November 2013
Morgan Stanley Smith Barney August 2011 - March 2012
Ernst & Young June 2010 - August 2010
Deloitte Consulting May 2009 - June 2009
HSBC July 2008 - August 2008
Skills
Analytics, Financial Analysis, Competitive Analysis, Paid Search Campaigns, Strategy, Financial Modeling, Digital Media, Marketing Strategy, Mobile Marketing, Digital Strategy, Digital Marketing, Market Research, SEM, Social Media Marketing
Education
Emory University - Goizueta Business School 2007 — 2011
Bachelor of Business Administration, Finance
Elizabeth (Liz) Forsythe's Morgan Stanley Smith Barney Experience September 2002 - September 2011
Job Manager, Training Specialist
Industry Financial Services
Experience
Morgan Stanley September 1998 - Present
Morgan Stanley Smith Barney September 2002 - September 2011
Smith Barney February 1997 - August 1999
Skills
Equities, Mutual Funds, Fixed Income, Project Management, Public Speaking, Customer Service, Series 7, Series 63, Training
Education
Emmanuel College 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
Regents College 1992 — 1992
Bishop Feehan
Morgan Stanley September 1998 - Present
Morgan Stanley Smith Barney September 2002 - September 2011
Smith Barney February 1997 - August 1999
Skills
Equities, Mutual Funds, Fixed Income, Project Management, Public Speaking, Customer Service, Series 7, Series 63, Training
Education
Emmanuel College 1989 — 1993
Bachelor of Arts (BA), Political Science and Government
Regents College 1992 — 1992
Bishop Feehan
Coya Kirby Coya Kirby's Morgan Stanley Smith Barney Experience 1991 - 2009
Job Experienced Investment Admn
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1991 - 2009
Education
Eastern Washington University
BA, Interdisiciplinary/Psych
Morgan Stanley Smith Barney 1991 - 2009
Education
Eastern Washington University
BA, Interdisiciplinary/Psych
Drew Henrickson, CFP®, CEPA Drew Henrickson, CFP®, CEPA's Morgan Stanley Smith Barney Experience August 2000 - January 2009
Job Vice President, Senior Financial Advisor
Industry Financial Services
Experience
CB Financial Services located at Columbia Bank January 2009 - Present
Morgan Stanley Smith Barney August 2000 - January 2009
Education
Eastern Washington University 1989 — 1994
Bachelor of Arts, Business Administration
Ingraham High School 1985 — 1989
CB Financial Services located at Columbia Bank January 2009 - Present
Morgan Stanley Smith Barney August 2000 - January 2009
Education
Eastern Washington University 1989 — 1994
Bachelor of Arts, Business Administration
Ingraham High School 1985 — 1989
Deby Mize Deby Mize's Morgan Stanley Smith Barney Experience 2008 - 2010
Job Experienced Global Sourcing Manager seeking new opportunity
Industry Textiles
Experience
Morgan Stanley Smith Barney 2008 - 2010
Carter's October 2001 - June 2008
VF Corporation September 1997 - October 2000
D.Mize Consulting May 1996 - August 1997
Coville, Inc. March 1990 - May 1996
Naturally Knits, Inc. June 1994 - April 1996
Education
Emory University 2008 — 2008
CFP, Certification in Financial Planning
Salem College 1983 — 1985
BS, Economics / Management
Morgan Stanley Smith Barney 2008 - 2010
Carter's October 2001 - June 2008
VF Corporation September 1997 - October 2000
D.Mize Consulting May 1996 - August 1997
Coville, Inc. March 1990 - May 1996
Naturally Knits, Inc. June 1994 - April 1996
Education
Emory University 2008 — 2008
CFP, Certification in Financial Planning
Salem College 1983 — 1985
BS, Economics / Management
Daniel Walsh Daniel Walsh's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Sales Representative at Stryker
Industry Medical Devices
Experience
Stryker January 2015 - Present
Stryker October 2013 - January 2015
ADP July 2013 - October 2013
ADP November 2012 - February 2013
ADP October 2011 - October 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Executive Sports May 2009 - August 2009
Embassy Suites January 2006 - January 2008
Walsh Lawn & Company January 2001 - January 2006
Skills
Customer Service, Sales, Cold Calling, Time Management, Microsoft Excel, Hospitality, PowerPoint, Microsoft Word, Leadership, Team Building, Conflict Management, B2B, Account Management, Sales Process, Direct Sales, Sales Operations, Sales Presentations, Public Speaking, New Business Development, Building Relationships, Customer Satisfaction, Solution Selling, Sales Force Development, Lead Generation, Strategy, Leadership Development, Medical Devices, Healthcare, Training, Sales Management, Surgeons, Orthopedics, Social Networking, Capital Equipment, Customer Retention, Surgery, Market Development, Hospitals, Recruiting, Relationship Building
Education
Edinboro University of Pennsylvania 2012 — 2015
Master of Arts in Communication Studies, Communication & Managerial Leadership, 3.77
Edinboro University of Pennsylvania 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Stryker January 2015 - Present
Stryker October 2013 - January 2015
ADP July 2013 - October 2013
ADP November 2012 - February 2013
ADP October 2011 - October 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Executive Sports May 2009 - August 2009
Embassy Suites January 2006 - January 2008
Walsh Lawn & Company January 2001 - January 2006
Skills
Customer Service, Sales, Cold Calling, Time Management, Microsoft Excel, Hospitality, PowerPoint, Microsoft Word, Leadership, Team Building, Conflict Management, B2B, Account Management, Sales Process, Direct Sales, Sales Operations, Sales Presentations, Public Speaking, New Business Development, Building Relationships, Customer Satisfaction, Solution Selling, Sales Force Development, Lead Generation, Strategy, Leadership Development, Medical Devices, Healthcare, Training, Sales Management, Surgeons, Orthopedics, Social Networking, Capital Equipment, Customer Retention, Surgery, Market Development, Hospitals, Recruiting, Relationship Building
Education
Edinboro University of Pennsylvania 2012 — 2015
Master of Arts in Communication Studies, Communication & Managerial Leadership, 3.77
Edinboro University of Pennsylvania 2006 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Aimee Mitchell's Morgan Stanley Smith Barney Experience June 2012 - Present
Job Registered Client Service Associate, Financial Planning Associate for The Rollins Group at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2012 - Present
Morgan Stanley Smith Barney November 2011 - June 2012
Macy's October 2011 - January 2012
Elmira College June 2009 - June 2011
Skills
Event Planning, Event Management, Customer Service, Microsoft Office, Public Speaking, Research, Marketing, Management, Leadership, Program Management, Time Management, Sales, Analysis, Budgets, Higher Education, Leadership Development, Training, PowerPoint, Photoshop, Social Networking, Recruiting, Microsoft Excel, Social Media, Microsoft Word
Education
Elmira College 2009 — 2011
Master of Science (M.S.), General Management
Elmira College 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Elmira College 2005 — 2009
Associate of Science (A.S.), Business Administration
Morgan Stanley Smith Barney June 2012 - Present
Morgan Stanley Smith Barney November 2011 - June 2012
Macy's October 2011 - January 2012
Elmira College June 2009 - June 2011
Skills
Event Planning, Event Management, Customer Service, Microsoft Office, Public Speaking, Research, Marketing, Management, Leadership, Program Management, Time Management, Sales, Analysis, Budgets, Higher Education, Leadership Development, Training, PowerPoint, Photoshop, Social Networking, Recruiting, Microsoft Excel, Social Media, Microsoft Word
Education
Elmira College 2009 — 2011
Master of Science (M.S.), General Management
Elmira College 2005 — 2009
Bachelor of Arts (B.A.), Psychology
Elmira College 2005 — 2009
Associate of Science (A.S.), Business Administration
Scott Ammon Scott Ammon's Morgan Stanley Smith Barney Experience May 1993 - September 2010
Job Wealth Management Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2010 - Present
Morgan Stanley Smith Barney May 1993 - September 2010
AG Edwards October 1989 - May 1993
Skills
CRPC, Wealth Management, Strategic Financial..., Retirement Planning, Investment Strategies, Investment Advisory, Asset Allocation, Mutual Funds, 401k, Retirement, 401k Rollovers, Saving for Education, Investments, Series 65, Series 63, Series 7, Uniform Combined State..., Financial Planning, High Net Worth..., Finance, Financial Analysis
Education
Eastern Michigan University 1985 — 1989
Bachelor of Science (B.S.), Economics of Finance
Holt High School 1982 — 1985
Merrill Lynch September 2010 - Present
Morgan Stanley Smith Barney May 1993 - September 2010
AG Edwards October 1989 - May 1993
Skills
CRPC, Wealth Management, Strategic Financial..., Retirement Planning, Investment Strategies, Investment Advisory, Asset Allocation, Mutual Funds, 401k, Retirement, 401k Rollovers, Saving for Education, Investments, Series 65, Series 63, Series 7, Uniform Combined State..., Financial Planning, High Net Worth..., Finance, Financial Analysis
Education
Eastern Michigan University 1985 — 1989
Bachelor of Science (B.S.), Economics of Finance
Holt High School 1982 — 1985
David L Warner's Morgan Stanley Smith Barney Experience July 2010 - March 2011
Job Financial Services
Industry Financial Services
Experience
PNC Investments, LLC March 2011 - Present
Morgan Stanley Smith Barney July 2010 - March 2011
Evergreen Investments January 2005 - July 2010
Evergreen Investments May 2000 - January 2005
The Vanguard Group June 1997 - May 2000
Education
East Carolina University - College of Business 1992 — 1997
BSBA, Finance
Lees McRae College 1991 — 1992
PNC Investments, LLC March 2011 - Present
Morgan Stanley Smith Barney July 2010 - March 2011
Evergreen Investments January 2005 - July 2010
Evergreen Investments May 2000 - January 2005
The Vanguard Group June 1997 - May 2000
Education
East Carolina University - College of Business 1992 — 1997
BSBA, Finance
Lees McRae College 1991 — 1992
John Marchak John Marchak's Morgan Stanley Smith Barney Experience January 1999 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney January 1999 - Present
Port Authority of NY & NJ October 1994 - December 1999
Education
Fairfield University 1995 — 1998
MBA, Finance
Syracuse University 1982 — 1986
BA, Political Science/History
Morgan Stanley Smith Barney January 1999 - Present
Port Authority of NY & NJ October 1994 - December 1999
Education
Fairfield University 1995 — 1998
MBA, Finance
Syracuse University 1982 — 1986
BA, Political Science/History
Bradley Mikolajczyk, CPWA®, CRPC® Bradley Mikolajczyk, CPWA®, CRPC®'s Morgan Stanley Smith Barney Experience May 2004 - October 2010
Job Certified Private Wealth Advisor SM, Wealth Management Advisor, Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2010 - Present
Junior Achievement of Southeastern Michigan January 2012 - January 2014
Morgan Stanley Smith Barney May 2004 - October 2010
TJM Services April 2002 - August 2004
Skills
Executive Compensation, Mergers and Acquisitions, Capital Raises, Hedging and..., Business Succession..., Transaction Planning, Business Sale, Venture Capital Exits, Wealth Management, Estate Planning, Asset Protection, Charitable Giving..., Retirement Income..., Family Dynamics and...
Education
The University of Chicago - Booth School of Business
Finance
Eastern Michigan University
B.B.A., Finance
Orchard Lake St. Mary's Preparatory
Merrill Lynch October 2010 - Present
Junior Achievement of Southeastern Michigan January 2012 - January 2014
Morgan Stanley Smith Barney May 2004 - October 2010
TJM Services April 2002 - August 2004
Skills
Executive Compensation, Mergers and Acquisitions, Capital Raises, Hedging and..., Business Succession..., Transaction Planning, Business Sale, Venture Capital Exits, Wealth Management, Estate Planning, Asset Protection, Charitable Giving..., Retirement Income..., Family Dynamics and...
Education
The University of Chicago - Booth School of Business
Finance
Eastern Michigan University
B.B.A., Finance
Orchard Lake St. Mary's Preparatory
Suzanne Manibhai, CIMA® Suzanne Manibhai, CIMA®'s Morgan Stanley Smith Barney Experience August 2005 - Present
Job Senior Divisional Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2005 - Present
Education
Emory and Henry College 1990 — 1994
BA, English
Morgan Stanley Smith Barney August 2005 - Present
Education
Emory and Henry College 1990 — 1994
BA, English
Stephen Epifano, CAIA Stephen Epifano, CAIA's Morgan Stanley Smith Barney Experience December 2010 - December 2011
Job Analyst at Soundlink Partners, LLC
Industry Investment Management
Experience
Soundlink Partners, LLC May 2015 - Present
EACM Advisors LLC (BNY Mellon Asset Management) January 2012 - May 2015
Morgan Stanley Smith Barney December 2010 - December 2011
AllianceBernstein June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Education
Fairfield University 2012 — 2013
Master of Science in Finance
Roger Williams University 2007 — 2010
Bachelor of Science (BS), Finance
Soundlink Partners, LLC May 2015 - Present
EACM Advisors LLC (BNY Mellon Asset Management) January 2012 - May 2015
Morgan Stanley Smith Barney December 2010 - December 2011
AllianceBernstein June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Education
Fairfield University 2012 — 2013
Master of Science in Finance
Roger Williams University 2007 — 2010
Bachelor of Science (BS), Finance
Roderick Givens's Morgan Stanley Smith Barney Experience June 2009 - June 2010
Job Managing Member, Founder at RainierView Advisors, LLC
Industry Financial Services
Experience
RainierView Advisors, LLC June 2015 - Present
JP Morgan Asset Management May 2011 - July 2014
William Blair and Company September 2010 - May 2011
Morgan Stanley Smith Barney June 2009 - June 2010
Smith Barney February 2006 - June 2009
Smith Barney June 2002 - January 2006
Smith Barney January 2001 - June 2002
Skills
Series 7, Wealth Management, Mutual Funds, Management, Leadership, Asset Management, Portfolio Management, Sales, Series 63, Strategic Partnerships, Investments, Financial Services, Asset Allocation, Training, Finance, Interviews, Recruiting, Financial Advisory, Retirement Planning, Alternative Investments, Equities, FINRA, Securities, Financial Planning
Education
University of Pennsylvania - The Wharton School 2005 — 2005
CIMA, Investment Management
Eastern Washington University 1994 — 1998
RainierView Advisors, LLC June 2015 - Present
JP Morgan Asset Management May 2011 - July 2014
William Blair and Company September 2010 - May 2011
Morgan Stanley Smith Barney June 2009 - June 2010
Smith Barney February 2006 - June 2009
Smith Barney June 2002 - January 2006
Smith Barney January 2001 - June 2002
Skills
Series 7, Wealth Management, Mutual Funds, Management, Leadership, Asset Management, Portfolio Management, Sales, Series 63, Strategic Partnerships, Investments, Financial Services, Asset Allocation, Training, Finance, Interviews, Recruiting, Financial Advisory, Retirement Planning, Alternative Investments, Equities, FINRA, Securities, Financial Planning
Education
University of Pennsylvania - The Wharton School 2005 — 2005
CIMA, Investment Management
Eastern Washington University 1994 — 1998
David Westcott David Westcott's Morgan Stanley Smith Barney Experience June 2009 - June 2010
Job CEO and CMO at Westcott Associates Marketing & Media
Industry Financial Services
Experience
Dynasty Financial Partners February 2012 - Present
Westcott Associates Marketing & Media 2010 - Present
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Smith Barney June 2007 - June 2009
Smith Barney May 2004 - May 2007
Salomon Smith Barney June 1996 - June 2004
Smith Barney July 1989 - June 1996
Reader's Digest June 1981 - June 1989
Skills
Strategy, Marketing, Strategic Communications, Financial Services, Equities, Editing, Event Management, Portfolio Management, Business Planning, Public Speaking, Management, Series 7, Broadcast, Program Management, Direct Marketing, Video, Corporate Communications, Marketing Communications, Television, Integrated Marketing, Training, Public Relations, Online Marketing, Marketing Strategy, Strategic Partnerships, Web Content, Digital Marketing, Entrepreneurship, Digital Media, Online Advertising, Content Strategy, Social Media Marketing, Digital Strategy, Internal Communications, Sales, Brand Development, Content Development, Investor Relations, Alternative Investments, Email Marketing, Advertising, Series 63, Interactive Marketing, ETFs, Wealth Management, Content Management, Asset Allocation, Lead Generation, Series 24, Content Marketing
Education
Emerson College 1980 — 1982
MA, Film & Communications
University of Maryland College Park 1975 — 1978
Bachelor of Science (BS), Journalism
Dynasty Financial Partners February 2012 - Present
Westcott Associates Marketing & Media 2010 - Present
Morgan Stanley Smith Barney June 2009 - June 2010
Citi Smith Barney June 2007 - June 2009
Smith Barney May 2004 - May 2007
Salomon Smith Barney June 1996 - June 2004
Smith Barney July 1989 - June 1996
Reader's Digest June 1981 - June 1989
Skills
Strategy, Marketing, Strategic Communications, Financial Services, Equities, Editing, Event Management, Portfolio Management, Business Planning, Public Speaking, Management, Series 7, Broadcast, Program Management, Direct Marketing, Video, Corporate Communications, Marketing Communications, Television, Integrated Marketing, Training, Public Relations, Online Marketing, Marketing Strategy, Strategic Partnerships, Web Content, Digital Marketing, Entrepreneurship, Digital Media, Online Advertising, Content Strategy, Social Media Marketing, Digital Strategy, Internal Communications, Sales, Brand Development, Content Development, Investor Relations, Alternative Investments, Email Marketing, Advertising, Series 63, Interactive Marketing, ETFs, Wealth Management, Content Management, Asset Allocation, Lead Generation, Series 24, Content Marketing
Education
Emerson College 1980 — 1982
MA, Film & Communications
University of Maryland College Park 1975 — 1978
Bachelor of Science (BS), Journalism
John Goordman's Morgan Stanley Smith Barney Experience May 1988 - June 2009
Job Portfolio Manager at Paragon Financial LLC
Industry Financial Services
Experience
Paragon Financial LLC April 2015 - Present
Raymond James Financial Services , Inc . / Paragon Financial LLC June 2009 - April 2015
Morgan Stanley Smith Barney May 1988 - June 2009
Skills
Investments, Retirement, Financial Advisory, Securities, Financial Services, Portfolio Management
Education
Excelsior College
BS
Paragon Financial LLC April 2015 - Present
Raymond James Financial Services , Inc . / Paragon Financial LLC June 2009 - April 2015
Morgan Stanley Smith Barney May 1988 - June 2009
Skills
Investments, Retirement, Financial Advisory, Securities, Financial Services, Portfolio Management
Education
Excelsior College
BS
Jared Cohen Jared Cohen's Morgan Stanley Smith Barney Experience May 2012 - June 2012
Job Credit Trading Analyst at Barclays Investment Bank
Industry Financial Services
Experience
Barclays July 2015 - Present
Barclays Investment Bank May 2014 - August 2014
Chatham Asset Management May 2013 - August 2013
Minnesota Vikings Football, LLC January 2013 - January 2013
Lerner, David et al June 2009 - August 2012
Morgan Stanley Smith Barney May 2012 - June 2012
Goldman Sachs May 2011 - June 2011
Skills
Leadership, Teamwork, Communicative Skills, Highly detail oriented, Economics, Research, Financial Analysis, Corporate Finance, Investments
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor’s Degree, Finance, General
Emory University 2011 — 2015
Bachelor of Arts (BA), Economics
Barclays July 2015 - Present
Barclays Investment Bank May 2014 - August 2014
Chatham Asset Management May 2013 - August 2013
Minnesota Vikings Football, LLC January 2013 - January 2013
Lerner, David et al June 2009 - August 2012
Morgan Stanley Smith Barney May 2012 - June 2012
Goldman Sachs May 2011 - June 2011
Skills
Leadership, Teamwork, Communicative Skills, Highly detail oriented, Economics, Research, Financial Analysis, Corporate Finance, Investments
Education
Emory University - Goizueta Business School 2011 — 2015
Bachelor’s Degree, Finance, General
Emory University 2011 — 2015
Bachelor of Arts (BA), Economics
Brad Poore Brad Poore's Morgan Stanley Smith Barney Experience February 1988 - Present
Job Senior Vice President, Investments at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 1988 - Present
Barber-Greene October 1981 - January 1987
Skills
Listening Skills, Observation, Financial Analysis, Investments, Wealth Management, Asset Management, Sales, Estate Planning, Asset Allocation, Investment Advisory, Retirement Planning, Mutual Funds, Securities, Financial Advisory, Alternative Investments, IRAs, 401k Rollovers, Investment Management, High Net Worth..., Bonds, Portfolio Management, 529 Plans, Retirement Plan..., Personal Financial..., Uniform Combined State..., Strategic Financial..., Asset Managment, Finance
Education
Elizabethtown College 1976 — 1980
BS, Business Administration
Wyomissing Area High School 1973 — 1976
Morgan Stanley Smith Barney February 1988 - Present
Barber-Greene October 1981 - January 1987
Skills
Listening Skills, Observation, Financial Analysis, Investments, Wealth Management, Asset Management, Sales, Estate Planning, Asset Allocation, Investment Advisory, Retirement Planning, Mutual Funds, Securities, Financial Advisory, Alternative Investments, IRAs, 401k Rollovers, Investment Management, High Net Worth..., Bonds, Portfolio Management, 529 Plans, Retirement Plan..., Personal Financial..., Uniform Combined State..., Strategic Financial..., Asset Managment, Finance
Education
Elizabethtown College 1976 — 1980
BS, Business Administration
Wyomissing Area High School 1973 — 1976
Julie-Anne Lewis Julie-Anne Lewis's Morgan Stanley Smith Barney Experience November 2000 - December 2010
Job Owner of Middleburg Wealth Management
Industry Financial Services
Experience
NFP Advisor Services Group February 2014 - Present
HOW 2014 - Present
Middleburg Wealth Management LLC December 2010 - Present
Morgan Stanley Smith Barney November 2000 - December 2010
Fleet Bank January 1996 - October 2000
Skills
Wealth Management, Retirement Planning, Alternative Investments, Series 7, Investments, Asset Allocation, Asset Managment, Series 65, Securities, Investment Advisory, Strategic Financial..., Portfolio Management, Entrepreneurship, Trust Management, Charitable Trusts, Estate Planning, Life & Health Insurance..., Licensed Life & Health..., Irrevocable Life..., Asset Management, Financial Advisory, FINRA, High Net Worth..., Equities, Finance, Mutual Funds
Education
St John Fisher Unversity 1995 — 1997
Graduate Work
Edinboro University of Pennsylvania 1991 — 1995
BS in Business, Business/ Political Science
Fairport High School
Fairport High School
Fairport High School
NFP Advisor Services Group February 2014 - Present
HOW 2014 - Present
Middleburg Wealth Management LLC December 2010 - Present
Morgan Stanley Smith Barney November 2000 - December 2010
Fleet Bank January 1996 - October 2000
Skills
Wealth Management, Retirement Planning, Alternative Investments, Series 7, Investments, Asset Allocation, Asset Managment, Series 65, Securities, Investment Advisory, Strategic Financial..., Portfolio Management, Entrepreneurship, Trust Management, Charitable Trusts, Estate Planning, Life & Health Insurance..., Licensed Life & Health..., Irrevocable Life..., Asset Management, Financial Advisory, FINRA, High Net Worth..., Equities, Finance, Mutual Funds
Education
St John Fisher Unversity 1995 — 1997
Graduate Work
Edinboro University of Pennsylvania 1991 — 1995
BS in Business, Business/ Political Science
Fairport High School
Fairport High School
Fairport High School
Jennifer Sheldon Jennifer Sheldon's Morgan Stanley Smith Barney Experience January 1997 - January 1998
Job Vice President at DRB Education Finance
Industry Banking
Experience
DRB Student Loan December 2014 - Present
RBS Citizens Financial Group February 2012 - December 2014
RBS Citizens Financial Group January 2005 - January 2012
Citi January 2001 - January 2005
Prudential Financial January 2000 - January 2001
People's United Bank - People's Securities Inc. January 1998 - January 2000
Morgan Stanley Smith Barney January 1997 - January 1998
Skills
Program Management, Loans, Management, Investments, Credit Cards, Payment Processing, Customer Support, Operations Management, Process Improvement, Financial Services, Strategic Financial..., Finance, Account Reconciliation, Risk Management, Business Analysis, Financial Risk, Banking, Retail Banking, Credit, Vendor Management, Leadership
Education
New England College of Business and Finance 2013 — 2014
Bachelor's degree, Accounting
Fairfield University 1991 — 1995
Bachelor's degree, Business Administration and Management, General
DRB Student Loan December 2014 - Present
RBS Citizens Financial Group February 2012 - December 2014
RBS Citizens Financial Group January 2005 - January 2012
Citi January 2001 - January 2005
Prudential Financial January 2000 - January 2001
People's United Bank - People's Securities Inc. January 1998 - January 2000
Morgan Stanley Smith Barney January 1997 - January 1998
Skills
Program Management, Loans, Management, Investments, Credit Cards, Payment Processing, Customer Support, Operations Management, Process Improvement, Financial Services, Strategic Financial..., Finance, Account Reconciliation, Risk Management, Business Analysis, Financial Risk, Banking, Retail Banking, Credit, Vendor Management, Leadership
Education
New England College of Business and Finance 2013 — 2014
Bachelor's degree, Accounting
Fairfield University 1991 — 1995
Bachelor's degree, Business Administration and Management, General
Corey Stein Corey Stein's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Associate Director at UBS Securities Co., Ltd
Industry Banking
Experience
UBS Securities Co., Ltd June 2012 - Present
UBS Securities Co., Ltd July 2010 - June 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Sixth Gear Solutions Corp June 2008 - August 2008
Skills
Equities, Alternative Energy, Investment Banking, Financial Modeling, Due Diligence, Emerging Markets, Equity Capital Markets, Credit, Capital Markets, Private Equity, Bloomberg, Mergers & Acquisitions, Valuation
Education
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance and Consulting and Venture Management
ESADE Business School 2009 — 2009
Capital Markets and Consulting and Venture Management
UBS Securities Co., Ltd June 2012 - Present
UBS Securities Co., Ltd July 2010 - June 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Sixth Gear Solutions Corp June 2008 - August 2008
Skills
Equities, Alternative Energy, Investment Banking, Financial Modeling, Due Diligence, Emerging Markets, Equity Capital Markets, Credit, Capital Markets, Private Equity, Bloomberg, Mergers & Acquisitions, Valuation
Education
Emory University - Goizueta Business School 2006 — 2010
BBA, Finance and Consulting and Venture Management
ESADE Business School 2009 — 2009
Capital Markets and Consulting and Venture Management
Kevin Lam Kevin Lam's Morgan Stanley Smith Barney Experience January 2012 - March 2012
Job Business Analyst at Apple Inc.
Industry Management Consulting
Experience
Apple November 2014 - Present
Apple August 2013 - November 2014
Abaxis September 2012 - August 2013
Morgan Stanley Smith Barney January 2012 - March 2012
Cindy Cheng CPA August 2008 - February 2009
Century Bakery June 2007 - July 2008
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Access, Financial Reporting, Accounting, Management, PowerPoint, MicroStrategy Reporting, HTML 5, Tableau, Economics, Time Management, Sales, Finance, Customer Service, Public Speaking, Cross-functional Team..., Windows, Auditing, Essbase, Microsoft Office, Microsoft Word
Education
University of California, Davis 2010 — 2012
Bachelor of Science, Managerial Economics
Evergreen Valley College 2008 — 2010
Apple November 2014 - Present
Apple August 2013 - November 2014
Abaxis September 2012 - August 2013
Morgan Stanley Smith Barney January 2012 - March 2012
Cindy Cheng CPA August 2008 - February 2009
Century Bakery June 2007 - July 2008
Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Access, Financial Reporting, Accounting, Management, PowerPoint, MicroStrategy Reporting, HTML 5, Tableau, Economics, Time Management, Sales, Finance, Customer Service, Public Speaking, Cross-functional Team..., Windows, Auditing, Essbase, Microsoft Office, Microsoft Word
Education
University of California, Davis 2010 — 2012
Bachelor of Science, Managerial Economics
Evergreen Valley College 2008 — 2010
Bill Kibler Bill Kibler's Morgan Stanley Smith Barney Experience May 1998 - June 2009
Job Senior Vice President, FinTrust Investment Advisors
Industry Financial Services
Experience
FinTrust Investment Advisors, LLC June 2009 - Present
Morgan Stanley Smith Barney May 1998 - June 2009
J.C. Bradford and Company December 1980 - May 1998
Education
Erskine College 1974 — 1978
BA, Psychology
FinTrust Investment Advisors, LLC June 2009 - Present
Morgan Stanley Smith Barney May 1998 - June 2009
J.C. Bradford and Company December 1980 - May 1998
Education
Erskine College 1974 — 1978
BA, Psychology
Joshua Precourt's Morgan Stanley Smith Barney Experience September 2009 - December 2009
Job Senior Credit Analyst Commercial Banking
Industry Financial Services
Experience
Rockland Trust July 2015 - Present
Wells Fargo August 2014 - July 2015
Citi January 2013 - August 2014
Citi March 2010 - January 2013
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Underwriting, Credit Analysis, Commercial Banking, Credit Risk, Middle Market, Credit, Analysis, Trade Finance, Banking, Financial Analysis
Education
Endicott College 2006 — 2010
Bachelor's degree, Business
Rockland Trust July 2015 - Present
Wells Fargo August 2014 - July 2015
Citi January 2013 - August 2014
Citi March 2010 - January 2013
Morgan Stanley Smith Barney September 2009 - December 2009
Skills
Underwriting, Credit Analysis, Commercial Banking, Credit Risk, Middle Market, Credit, Analysis, Trade Finance, Banking, Financial Analysis
Education
Endicott College 2006 — 2010
Bachelor's degree, Business
Erin Overbey Erin Overbey's Morgan Stanley Smith Barney Experience January 2006 - May 2006
Job Director of Finance at Fluent
Industry Marketing and Advertising
Experience
Fluent August 2013 - Present
Jack Morton Worldwide November 2010 - August 2013
Textron Systems June 2006 - November 2010
Knox & Company September 2006 - May 2007
Morgan Stanley Smith Barney January 2006 - May 2006
Skills
Microsoft Excel, SAP, Hyperion Enterprise, Salesforce.com, SAP BW, Financial Analysis, Financial Modeling, Forecasting, Budgets, Strategic Financial..., Finance, Financial Reporting, Cross-functional Team..., Mergers & Acquisitions, Variance Analysis, Strategy, Analytics, Analysis
Education
Fairfield University 2003 — 2007
Bachelor, International Business & Finance
Duxbury High School 1999 — 2003
Fluent August 2013 - Present
Jack Morton Worldwide November 2010 - August 2013
Textron Systems June 2006 - November 2010
Knox & Company September 2006 - May 2007
Morgan Stanley Smith Barney January 2006 - May 2006
Skills
Microsoft Excel, SAP, Hyperion Enterprise, Salesforce.com, SAP BW, Financial Analysis, Financial Modeling, Forecasting, Budgets, Strategic Financial..., Finance, Financial Reporting, Cross-functional Team..., Mergers & Acquisitions, Variance Analysis, Strategy, Analytics, Analysis
Education
Fairfield University 2003 — 2007
Bachelor, International Business & Finance
Duxbury High School 1999 — 2003
William Piontek William Piontek's Morgan Stanley Smith Barney Experience March 1983 - February 1994
Job Managing Director at Sovereign of GA, LLC
Industry Financial Services
Experience
Sovereign of GA, LLC December 2013 - Present
ExIm Finance Group June 2002 - December 2013
WebUseNet, Inc January 1999 - January 2002
D.E. Frey February 1994 - June 1999
Morgan Stanley Smith Barney March 1983 - February 1994
Bear Stearns & Co January 1981 - January 1983
E. F. Hutton January 1978 - January 1981
Robinson Humphrey & Co January 1976 - January 1978
Skills
International Trade, International Business, Import, Trading, Export, Investment Banking, Business Planning, Banking, Negotiation, International Sales, Business Strategy, Mergers, Mergers & Acquisitions, Procurement, Strategic Planning, Renewable Energy, International Marketing, Due Diligence, Purchasing, Start-ups, Forecasting, Operations Management, Energy, Business Development, Market Analysis, New Business Development, Logistics, Marketing Strategy, Sales Management, Pricing, Emerging Markets, Market Research, Entrepreneurship, Finance, Venture Capital, Strategy, Management, Project Finance, Contract Negotiation, Management Consulting, Product Development, Corporate Finance, Executive Management, Team Management, Competitive Analysis, Investments, Supply Chain Management, B2B, Budgets, Key Account Management
Education
Emory University - Goizueta Business School 1973 — 1975
Marketing
Milburn High School High School Graduate
Oxford College
Associate of Arts
Sovereign of GA, LLC December 2013 - Present
ExIm Finance Group June 2002 - December 2013
WebUseNet, Inc January 1999 - January 2002
D.E. Frey February 1994 - June 1999
Morgan Stanley Smith Barney March 1983 - February 1994
Bear Stearns & Co January 1981 - January 1983
E. F. Hutton January 1978 - January 1981
Robinson Humphrey & Co January 1976 - January 1978
Skills
International Trade, International Business, Import, Trading, Export, Investment Banking, Business Planning, Banking, Negotiation, International Sales, Business Strategy, Mergers, Mergers & Acquisitions, Procurement, Strategic Planning, Renewable Energy, International Marketing, Due Diligence, Purchasing, Start-ups, Forecasting, Operations Management, Energy, Business Development, Market Analysis, New Business Development, Logistics, Marketing Strategy, Sales Management, Pricing, Emerging Markets, Market Research, Entrepreneurship, Finance, Venture Capital, Strategy, Management, Project Finance, Contract Negotiation, Management Consulting, Product Development, Corporate Finance, Executive Management, Team Management, Competitive Analysis, Investments, Supply Chain Management, B2B, Budgets, Key Account Management
Education
Emory University - Goizueta Business School 1973 — 1975
Marketing
Milburn High School High School Graduate
Oxford College
Associate of Arts
L. Dale Wicker L. Dale Wicker's Morgan Stanley Smith Barney Experience 1999 - Present
Job Vice President, Complex Risk Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Financial Firm August 2006 - Present
Morgan Stanley Smith Barney 1999 - Present
Morgan Stanley February 2005 - August 2006
Morgan Stanley February 2001 - February 2005
Morgan Stanley January 2001 - January 2002
Morgan Stanley August 1999 - February 2001
Legacy Financial Group January 1998 - August 1999
UNITED STATES ARMY January 1994 - January 1998
US Army November 1994 - December 1997
Skills
Equities, Leadership, Management, Training, Strategic Planning, Sales, FX Options, Financial Analysis, Financial Services, Account Management
Education
REGENTS COLLEGE
Bachelor of Science, Liberal Arts; Political Science and Asian Studies
Presidio of Monterey / Defense Language Institute 1995 — 1996
Korean, Korean Language
US ARMY INTELLIGENCE SCHOOL
DEFENSE LANGUAGE INSTITUTE
Lyman High School 1986 — 1991
Excelsior College
BS, Liberal Arts (Poli Sci / Asian Studies)
Morgan Stanley Wealth Management August 2013 - Present
Financial Firm August 2006 - Present
Morgan Stanley Smith Barney 1999 - Present
Morgan Stanley February 2005 - August 2006
Morgan Stanley February 2001 - February 2005
Morgan Stanley January 2001 - January 2002
Morgan Stanley August 1999 - February 2001
Legacy Financial Group January 1998 - August 1999
UNITED STATES ARMY January 1994 - January 1998
US Army November 1994 - December 1997
Skills
Equities, Leadership, Management, Training, Strategic Planning, Sales, FX Options, Financial Analysis, Financial Services, Account Management
Education
REGENTS COLLEGE
Bachelor of Science, Liberal Arts; Political Science and Asian Studies
Presidio of Monterey / Defense Language Institute 1995 — 1996
Korean, Korean Language
US ARMY INTELLIGENCE SCHOOL
DEFENSE LANGUAGE INSTITUTE
Lyman High School 1986 — 1991
Excelsior College
BS, Liberal Arts (Poli Sci / Asian Studies)
Karoly Podoski Karoly Podoski's Morgan Stanley Smith Barney Experience September 2007 - January 2012
Job senior research fellow at Alred Renyi Institute of Mathematics
Industry Financial Services
Experience
Alfred Renyi Institute of Mathematics July 2013 - Present
University of Debrecen October 2012 - Present
Poda-Duó Kft. February 2012 - Present
Budapest Business School February 2012 - August 2014
European Business Polytechnic September 2002 - June 2013
Morgan Stanley Smith Barney September 2007 - January 2012
Skills
Quantitative Finance, Derivatives, Analysis, Financial Modeling, Valuation, Portfolio Management, Quantitative Analytics, Economics, Financial Risk, Fixed Income, Options, Capital Markets, Equities, Market Risk, Investment Banking, Corporate Finance, Hedge Funds, Bloomberg, Portfolio Optimization, VBA, Risk Management, Interest Rate..., Monte Carlo Simulation, Credit Derivatives, FX Options, Statistics, Structured Products, Stochastic Calculus, Trading Systems, Econometrics, Financial Markets, Data Mining, Time Series Analysis, Macroeconomics, Applied Mathematics, Equity Research, LaTeX, Optimization, Asset Allocation
Education
Eötvös Loránd University 1990 — 1995
Doctor of Philosophy (Ph.D.), Mathematics
Alfred Renyi Institute of Mathematics July 2013 - Present
University of Debrecen October 2012 - Present
Poda-Duó Kft. February 2012 - Present
Budapest Business School February 2012 - August 2014
European Business Polytechnic September 2002 - June 2013
Morgan Stanley Smith Barney September 2007 - January 2012
Skills
Quantitative Finance, Derivatives, Analysis, Financial Modeling, Valuation, Portfolio Management, Quantitative Analytics, Economics, Financial Risk, Fixed Income, Options, Capital Markets, Equities, Market Risk, Investment Banking, Corporate Finance, Hedge Funds, Bloomberg, Portfolio Optimization, VBA, Risk Management, Interest Rate..., Monte Carlo Simulation, Credit Derivatives, FX Options, Statistics, Structured Products, Stochastic Calculus, Trading Systems, Econometrics, Financial Markets, Data Mining, Time Series Analysis, Macroeconomics, Applied Mathematics, Equity Research, LaTeX, Optimization, Asset Allocation
Education
Eötvös Loránd University 1990 — 1995
Doctor of Philosophy (Ph.D.), Mathematics
Jeffery Johnson Jeffery Johnson's Morgan Stanley Smith Barney Experience January 2010 - June 2011
Job Financial Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial August 2011 - Present
Morgan Stanley Smith Barney January 2010 - June 2011
Sheridan Road Capital, LLC February 2007 - June 2008
Grey Worldwide 1999 - 2004
A.T. Hudson & Co. Inc. September 1997 - September 1999
DEAN WITTER REYNOLDS/ADVEST January 1997 - May 1997
Skills
Investment Management, Bonds, Retirement Planning, Financial Advisory, Investment Advisory, Estate Planning, Investment Portfolios, Asset Managment, Stocks, 401k, Mergers, College Education..., Aquisition
Education
Loyola University Chicago's Quinlan School of Business 2005 — 2007
MBA, Finance & International Business
Fairfield University 1993 — 1997
BA, International
Loyola Academy 1989 — 1993
HS
OLPH
LPL Financial August 2011 - Present
Morgan Stanley Smith Barney January 2010 - June 2011
Sheridan Road Capital, LLC February 2007 - June 2008
Grey Worldwide 1999 - 2004
A.T. Hudson & Co. Inc. September 1997 - September 1999
DEAN WITTER REYNOLDS/ADVEST January 1997 - May 1997
Skills
Investment Management, Bonds, Retirement Planning, Financial Advisory, Investment Advisory, Estate Planning, Investment Portfolios, Asset Managment, Stocks, 401k, Mergers, College Education..., Aquisition
Education
Loyola University Chicago's Quinlan School of Business 2005 — 2007
MBA, Finance & International Business
Fairfield University 1993 — 1997
BA, International
Loyola Academy 1989 — 1993
HS
OLPH
Stephen Glagola's Morgan Stanley Smith Barney Experience October 2009 - January 2010
Job
Industry Financial Services
Experience
Cowen and Company August 2013 - Present
Barclays Capital July 2011 - July 2013
Harris Investment Management May 2010 - May 2011
Morgan Stanley Smith Barney October 2009 - January 2010
UBS May 2009 - August 2009
Skills
Equity Research, Financial Modeling, Fixed Income, Equities, Investments, Series 7, Professional..., Positivity, Conversation, Friendly Personality, Communication, Valuation, Capital Markets, Financial Analysis, Financial Accounting, Competitive Analysis, DCF Valuation, Microsoft Excel, Financial Risk, Economics
Education
Elmhurst College 2007 — 2010
BS, Finance and Economics
Cowen and Company August 2013 - Present
Barclays Capital July 2011 - July 2013
Harris Investment Management May 2010 - May 2011
Morgan Stanley Smith Barney October 2009 - January 2010
UBS May 2009 - August 2009
Skills
Equity Research, Financial Modeling, Fixed Income, Equities, Investments, Series 7, Professional..., Positivity, Conversation, Friendly Personality, Communication, Valuation, Capital Markets, Financial Analysis, Financial Accounting, Competitive Analysis, DCF Valuation, Microsoft Excel, Financial Risk, Economics
Education
Elmhurst College 2007 — 2010
BS, Finance and Economics
Jamie Tarallo's Morgan Stanley Smith Barney Experience July 2013 - August 2013
Job Pace law school 2017
Industry Law Practice
Experience
Pirrotti & Glatt Law Firm May 2015 - Present
Pillinger Miller Tarallo, LLP June 2011 - August 2014
Morgan Stanley Smith Barney July 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Columbia Presbyterian Hospital May 2010 - June 2010
SBS Promos September 2007 - June 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Access, Software Documentation, Finance, Invoicing, Marketing, Databases, Financial Analysis, Investments, PowerPoint, Telephone Skills, Analysis, Time Management, Legal Research Skills, Legal Writing
Education
Pace University School of Law 2014 — 2017
Elon University 2010 — 2014
Bachelor's Degree, Finance, General
Elon University - Martha and Spencer Love School of Business
Bachelor of Business Administration, Finance; FinanceManagement
Pirrotti & Glatt Law Firm May 2015 - Present
Pillinger Miller Tarallo, LLP June 2011 - August 2014
Morgan Stanley Smith Barney July 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Columbia Presbyterian Hospital May 2010 - June 2010
SBS Promos September 2007 - June 2010
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Access, Software Documentation, Finance, Invoicing, Marketing, Databases, Financial Analysis, Investments, PowerPoint, Telephone Skills, Analysis, Time Management, Legal Research Skills, Legal Writing
Education
Pace University School of Law 2014 — 2017
Elon University 2010 — 2014
Bachelor's Degree, Finance, General
Elon University - Martha and Spencer Love School of Business
Bachelor of Business Administration, Finance; FinanceManagement
Jeff Vercillo Jeff Vercillo's Morgan Stanley Smith Barney Experience October 2012 - January 2013
Job Student at Elmhurst College
Industry Marketing and Advertising
Experience
Fixed Income Capital Partners October 2013 - Present
Morgan Stanley Smith Barney October 2012 - January 2013
Kohl's Department Stores June 2009 - January 2013
eshots, Inc. January 2012 - May 2012
Skills
Social Media, Event Planning, Microsoft Office, Marketing, Social Media Marketing, Event Management, Microsoft Excel, Photoshop, Social Networking, Advertising, Analysis, PowerPoint, Facebook, Teamwork, Leadership, Time Management
Education
Elmhurst College 2009 — 2013
Bachelor’s Degree, Marketing and Management, 3.85/4.0 GPA (magna cum laude)
Fixed Income Capital Partners October 2013 - Present
Morgan Stanley Smith Barney October 2012 - January 2013
Kohl's Department Stores June 2009 - January 2013
eshots, Inc. January 2012 - May 2012
Skills
Social Media, Event Planning, Microsoft Office, Marketing, Social Media Marketing, Event Management, Microsoft Excel, Photoshop, Social Networking, Advertising, Analysis, PowerPoint, Facebook, Teamwork, Leadership, Time Management
Education
Elmhurst College 2009 — 2013
Bachelor’s Degree, Marketing and Management, 3.85/4.0 GPA (magna cum laude)
Patrick J. Tobin, CFP®, RICP®'s Morgan Stanley Smith Barney Experience May 1994 - May 2013
Job First Vice President – Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2013 - Present
Morgan Stanley Smith Barney May 1994 - May 2013
Prudential Securities November 1988 - May 1994
Education
Edinboro University of Pennsylvania 1982 — 1988
BS, Business Administration
Waynesburg University
Master of Business Administration (MBA)
RBC Wealth Management May 2013 - Present
Morgan Stanley Smith Barney May 1994 - May 2013
Prudential Securities November 1988 - May 1994
Education
Edinboro University of Pennsylvania 1982 — 1988
BS, Business Administration
Waynesburg University
Master of Business Administration (MBA)
Alex Hwang's Morgan Stanley Smith Barney Experience July 2012 - September 2012
Job Business Analyst at Deloitte
Industry Management Consulting
Experience
Deloitte July 2014 - Present
Origomni Corp May 2013 - August 2013
Aon Hewitt April 2013 - August 2013
Agile Consulting Group, Inc. August 2012 - October 2012
Morgan Stanley Smith Barney July 2012 - September 2012
McKenney's, Inc. May 2012 - August 2012
Skills
Project Management, Change Management, Strategic Communications, Organizational Design, Microsoft Excel, PowerPoint, Microsoft Word, HR Strategy, Role Mapping, Customer Service, Microsoft Office, Management, English, Research, Human Resources, Windows, Google Analytics, Google Adwords
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration (BBA), Strategy and Management Consulting
Eastside High School 2006 — 2010
High School Diploma
Deloitte July 2014 - Present
Origomni Corp May 2013 - August 2013
Aon Hewitt April 2013 - August 2013
Agile Consulting Group, Inc. August 2012 - October 2012
Morgan Stanley Smith Barney July 2012 - September 2012
McKenney's, Inc. May 2012 - August 2012
Skills
Project Management, Change Management, Strategic Communications, Organizational Design, Microsoft Excel, PowerPoint, Microsoft Word, HR Strategy, Role Mapping, Customer Service, Microsoft Office, Management, English, Research, Human Resources, Windows, Google Analytics, Google Adwords
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration (BBA), Strategy and Management Consulting
Eastside High School 2006 — 2010
High School Diploma
Jackie Earle Jackie Earle's Morgan Stanley Smith Barney Experience January 2011 - May 2011
Job Sales Associate at Compass Point Research and Trading LLC
Industry Financial Services
Experience
Compass Point Research and Trading LLC August 2014 - Present
Compass Point Research and Trading May 2012 - August 2014
Wells Fargo July 2011 - March 2012
Morgan Stanley Smith Barney January 2011 - May 2011
UBS September 2010 - December 2010
Skills
Strategic Financial..., Equities, Asset Allocation, Securities, Microsoft Excel, Accounting, Mutual Funds, Bloomberg, Finance, Investments, Financial Advisory, Retirement, Wealth Management, Bonds, CRM, Financial Modeling, Capital Markets, Valuation, Equity Research, Auditing, PowerPoint, Series 7
Education
Fairfield University 2007 — 2011
Bachelor of Science, Finance, Economics
Florence University of the Arts 2009 — 2009
Compass Point Research and Trading LLC August 2014 - Present
Compass Point Research and Trading May 2012 - August 2014
Wells Fargo July 2011 - March 2012
Morgan Stanley Smith Barney January 2011 - May 2011
UBS September 2010 - December 2010
Skills
Strategic Financial..., Equities, Asset Allocation, Securities, Microsoft Excel, Accounting, Mutual Funds, Bloomberg, Finance, Investments, Financial Advisory, Retirement, Wealth Management, Bonds, CRM, Financial Modeling, Capital Markets, Valuation, Equity Research, Auditing, PowerPoint, Series 7
Education
Fairfield University 2007 — 2011
Bachelor of Science, Finance, Economics
Florence University of the Arts 2009 — 2009
Alexandra Parese's Morgan Stanley Smith Barney Experience January 2010 - February 2010
Job Regional Marketing Associate Internal Wholesaler
Industry Financial Services
Experience
Putnam Investments June 2015 - Present
Putnam Investments February 2015 - June 2015
Legg Mason August 2012 - January 2015
Legg Mason June 2012 - August 2012
North Shore Chamber of Commerce September 2011 - December 2011
Morgan Stanley Smith Barney January 2010 - February 2010
WEBE 108 Radio Station January 2009 - February 2009
Skills
Series 7, Series 63, Microsoft Office, Salesforce.com
Education
Endicott College 2008 — 2012
Bachelor of Science, Marketing Communication, Business
American Institute for Foreign Study (AIFS): Universitat de Autónoma de Barcelona
Coursework, Spanish
Florence University of the Arts
Wilton High School 2004 — 2008
Putnam Investments June 2015 - Present
Putnam Investments February 2015 - June 2015
Legg Mason August 2012 - January 2015
Legg Mason June 2012 - August 2012
North Shore Chamber of Commerce September 2011 - December 2011
Morgan Stanley Smith Barney January 2010 - February 2010
WEBE 108 Radio Station January 2009 - February 2009
Skills
Series 7, Series 63, Microsoft Office, Salesforce.com
Education
Endicott College 2008 — 2012
Bachelor of Science, Marketing Communication, Business
American Institute for Foreign Study (AIFS): Universitat de Autónoma de Barcelona
Coursework, Spanish
Florence University of the Arts
Wilton High School 2004 — 2008
Jerry Lame Jerry Lame's Morgan Stanley Smith Barney Experience December 2009 - December 2009
Job Freelance Event Manager/Travel Director
Industry Entertainment
Experience
Kuoni Destination Management January 2015 - Present
Freelance May 2010 - Present
Independent May 1999 - Present
How the Grinch Stole Christmas October 2012 - December 2012
Morgan Stanley Smith Barney December 2009 - December 2009
Pittsburgh Civic Light Opera May 2005 - August 2009
Northshore Music Theatre November 2008 - January 2009
North Carolina Theatre January 2007 - March 2008
Westchester Broadway Dinner Theatre January 2005 - May 2007
My Name is Rachel Corrie: Off-Broadway Company September 2006 - December 2006
Skills
Theatre, Musical Theatre, Performing Arts, Music, Acting, Entertainment, Improvisation, Stage, Stage Management, Production Managment, Comedy, Festivals, Drama, Dance, Theatrical Production, Editing, Directing, Sound, Arts Administration, Event Management
Education
Southeastern Oklahoma State University 1993 — 1996
BA, Theatre Management
Eastern Oklahoma State College 1991 — 1993
AA, Journalism
Kuoni Destination Management January 2015 - Present
Freelance May 2010 - Present
Independent May 1999 - Present
How the Grinch Stole Christmas October 2012 - December 2012
Morgan Stanley Smith Barney December 2009 - December 2009
Pittsburgh Civic Light Opera May 2005 - August 2009
Northshore Music Theatre November 2008 - January 2009
North Carolina Theatre January 2007 - March 2008
Westchester Broadway Dinner Theatre January 2005 - May 2007
My Name is Rachel Corrie: Off-Broadway Company September 2006 - December 2006
Skills
Theatre, Musical Theatre, Performing Arts, Music, Acting, Entertainment, Improvisation, Stage, Stage Management, Production Managment, Comedy, Festivals, Drama, Dance, Theatrical Production, Editing, Directing, Sound, Arts Administration, Event Management
Education
Southeastern Oklahoma State University 1993 — 1996
BA, Theatre Management
Eastern Oklahoma State College 1991 — 1993
AA, Journalism
Michelle Ruble-Denes Michelle Ruble-Denes's Morgan Stanley Smith Barney Experience October 2012 - February 2013
Job Customer Service Representative at Progressive Insurance
Industry Insurance
Experience
Progressive Insurance March 2015 - Present
Lake Erie Harley-Davidson October 2013 - February 2015
Morgan Stanley Smith Barney October 2012 - February 2013
Harley-Davidson of Washington, DC September 2007 - June 2012
Skills
Fixed Income, Retirement, Asset Management, Securities, Estate Planning, Customer Service, Motorcycling, Insurance
Education
University of Maryland University College 2007 — 2011
Bachelor of Science (BS), Psychology
Eastern Washington University 2001 — 2003
Progressive Insurance March 2015 - Present
Lake Erie Harley-Davidson October 2013 - February 2015
Morgan Stanley Smith Barney October 2012 - February 2013
Harley-Davidson of Washington, DC September 2007 - June 2012
Skills
Fixed Income, Retirement, Asset Management, Securities, Estate Planning, Customer Service, Motorcycling, Insurance
Education
University of Maryland University College 2007 — 2011
Bachelor of Science (BS), Psychology
Eastern Washington University 2001 — 2003
Joseph Linington Joseph Linington's Morgan Stanley Smith Barney Experience May 2008 - September 2008
Job Client Specialist Commodities & Energy at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters February 2013 - Present
Thomson Reuters February 2012 - February 2013
Hornor Townsend & Kent February 2011 - January 2012
Penn Mutual December 2009 - January 2011
Rumson-Fair Haven Bank & Trust Company May 2009 - August 2009
Morgan Stanley Smith Barney May 2008 - September 2008
Skills
Commodity Markets, Oil/Gas, Base Metals, Precious Metals, Agriculture, Financial Services, Wealth Management, Equities, Risk Management, Finance, Portfolio Management, Trading, Oil & Gas, Options, Commodity
Education
Saint Peter's University 2011 — 2014
Master of Business Administration (MBA), International Business, 3.9
Fairfield University 2006 — 2010
Bachelor of Science, Finance, Marketing, 3.2
Christian Brothers Academy 2002 — 2006
Diploma
Thomson Reuters February 2013 - Present
Thomson Reuters February 2012 - February 2013
Hornor Townsend & Kent February 2011 - January 2012
Penn Mutual December 2009 - January 2011
Rumson-Fair Haven Bank & Trust Company May 2009 - August 2009
Morgan Stanley Smith Barney May 2008 - September 2008
Skills
Commodity Markets, Oil/Gas, Base Metals, Precious Metals, Agriculture, Financial Services, Wealth Management, Equities, Risk Management, Finance, Portfolio Management, Trading, Oil & Gas, Options, Commodity
Education
Saint Peter's University 2011 — 2014
Master of Business Administration (MBA), International Business, 3.9
Fairfield University 2006 — 2010
Bachelor of Science, Finance, Marketing, 3.2
Christian Brothers Academy 2002 — 2006
Diploma
James Van Moore James Van Moore's Morgan Stanley Smith Barney Experience November 1996 - May 2011
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2011 - Present
Morgan Stanley Smith Barney November 1996 - May 2011
Skills
Asset Allocation, Retirement Planning, Insurance, Investment Strategies
Education
Eastern Illinois University 1982 — 1987
Eastern Illinois University 1982 — 1986
bs, sociology
Wells Fargo Advisors, LLC May 2011 - Present
Morgan Stanley Smith Barney November 1996 - May 2011
Skills
Asset Allocation, Retirement Planning, Insurance, Investment Strategies
Education
Eastern Illinois University 1982 — 1987
Eastern Illinois University 1982 — 1986
bs, sociology
Julia Merenda Julia Merenda's Morgan Stanley Smith Barney Experience March 2012 - August 2012
Job Digital Marketing Associate at Condé NastGlamour Magazine
Industry Marketing and Advertising
Experience
Condé Nast August 2015 - Present
OMD USA June 2014 - August 2015
OMD USA July 2013 - June 2014
Sony Music Entertainment January 2013 - May 2013
Condé Nast September 2012 - December 2012
Morgan Stanley Smith Barney March 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Marketing, Leadership, Research, Sales, Media Planning
Education
Fairfield University 2009 — 2013
Bachelor of Science (B.S.), Marketing and International Business
Florence University of the Arts
Condé Nast August 2015 - Present
OMD USA June 2014 - August 2015
OMD USA July 2013 - June 2014
Sony Music Entertainment January 2013 - May 2013
Condé Nast September 2012 - December 2012
Morgan Stanley Smith Barney March 2012 - August 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Marketing, Leadership, Research, Sales, Media Planning
Education
Fairfield University 2009 — 2013
Bachelor of Science (B.S.), Marketing and International Business
Florence University of the Arts
Felicia Hayford Felicia Hayford's Morgan Stanley Smith Barney Experience July 2011 - August 2011
Job Finance Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2014 - May 2015
Morgan Stanley June 2012 - August 2014
Morgan Stanley Smith Barney July 2011 - August 2011
Education
Emory University - Goizueta Business School 2008 — 2012
Accounting
Morgan Stanley August 2014 - May 2015
Morgan Stanley June 2012 - August 2014
Morgan Stanley Smith Barney July 2011 - August 2011
Education
Emory University - Goizueta Business School 2008 — 2012
Accounting
Christopher Hurd Christopher Hurd's Morgan Stanley Smith Barney Experience June 2010 - September 2010
Job Tone House Studios / Guitarist for Tucker Woods
Industry Broadcast Media
Experience
Tone House Studios March 2013 - Present
CBS Radio Group - 1010 WINS News Radio March 2012 - March 2013
Morgan Stanley Smith Barney June 2010 - September 2010
Education
Fairfield University 2007 — 2011
Marketing
Tone House Studios March 2013 - Present
CBS Radio Group - 1010 WINS News Radio March 2012 - March 2013
Morgan Stanley Smith Barney June 2010 - September 2010
Education
Fairfield University 2007 — 2011
Marketing
Caresse Myers Caresse Myers's Morgan Stanley Smith Barney Experience September 2000 - April 2012
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2012 - Present
Morgan Stanley Smith Barney September 2000 - April 2012
Skills
Series 7, Series 63, Series 24, Series 8, Series 4, Series 66, Series 31, Series 3, Asset Allocation, Alternative Investments, Wealth Management, Series 65, Investment Advisory, Equities, FINRA, Portfolio Management, Mutual Funds, Fixed Income, Securities, Uniform Combined State..., Investment Strategies, Asset Management, ETFs, Financial Advisory, Retirement Planning, Hedge Funds, Wealth Management...
Education
Emory University 1991 — 1995
Bachelor of Arts, Political Science, Economics, Classical Music
Merrill Lynch April 2012 - Present
Morgan Stanley Smith Barney September 2000 - April 2012
Skills
Series 7, Series 63, Series 24, Series 8, Series 4, Series 66, Series 31, Series 3, Asset Allocation, Alternative Investments, Wealth Management, Series 65, Investment Advisory, Equities, FINRA, Portfolio Management, Mutual Funds, Fixed Income, Securities, Uniform Combined State..., Investment Strategies, Asset Management, ETFs, Financial Advisory, Retirement Planning, Hedge Funds, Wealth Management...
Education
Emory University 1991 — 1995
Bachelor of Arts, Political Science, Economics, Classical Music
Rachel Warren Ziff's Morgan Stanley Smith Barney Experience June 2006 - February 2012
Job Nokota Management
Industry Financial Services
Experience
Nokota Management March 2012 - Present
Morgan Stanley Smith Barney June 2006 - February 2012
Education
Emory University 2002 — 2006
BA, Psychology
University of Sydney 2005 — 2005
Psychology
Nokota Management March 2012 - Present
Morgan Stanley Smith Barney June 2006 - February 2012
Education
Emory University 2002 — 2006
BA, Psychology
University of Sydney 2005 — 2005
Psychology
Matthew Barrett Matthew Barrett's Morgan Stanley Smith Barney Experience April 2010 - November 2011
Job Human Being
Industry Consumer Services
Experience
Power Home Remodeling Group 2014 - Present
PremierSports May 2012 - August 2014
The Baseball Center NYC 2012 - 2012
Kforce Inc 2011 - 2012
Morgan Stanley Smith Barney April 2010 - November 2011
Princeton Day School 2010 - 2010
Tulln Ravens 2009 - 2009
Primerica Financial Services August 2008 - December 2008
Skills
Program Management, Recruiting, Creative Strategy, Financial Services, Project Management, Leadership, Reliability, Organizational..., Supporting Others, Accountability, Leadership Development, Team Building, Training, Coaching, Start-ups, Strategic Planning, Contrarianism, Problem Solving, Loyalty, Entrepreneurship, Business Analysis, Process Improvement, Athletics, Social Networking
Education
Eastern University
M.A.
The College of New Jersey 2007 — 2009
B.A.
Power Home Remodeling Group 2014 - Present
PremierSports May 2012 - August 2014
The Baseball Center NYC 2012 - 2012
Kforce Inc 2011 - 2012
Morgan Stanley Smith Barney April 2010 - November 2011
Princeton Day School 2010 - 2010
Tulln Ravens 2009 - 2009
Primerica Financial Services August 2008 - December 2008
Skills
Program Management, Recruiting, Creative Strategy, Financial Services, Project Management, Leadership, Reliability, Organizational..., Supporting Others, Accountability, Leadership Development, Team Building, Training, Coaching, Start-ups, Strategic Planning, Contrarianism, Problem Solving, Loyalty, Entrepreneurship, Business Analysis, Process Improvement, Athletics, Social Networking
Education
Eastern University
M.A.
The College of New Jersey 2007 — 2009
B.A.
Allison Manchester Allison Manchester's Morgan Stanley Smith Barney Experience September 2006 - January 2007
Job AVP & Controller at Bridgewater Savings Bank
Industry Accounting
Experience
Bridgewater Savings Bank 2013 - Present
Rockland Trust Company 2011 - 2013
Middlesex Savings Bank 2011 - 2011
G. T. Reilly & Company 2008 - 2011
Swan Engineering, Inc. May 2007 - August 2007
Morgan Stanley Smith Barney September 2006 - January 2007
Eastern Nazarene College 2006 - 2007
Skills
Accounting, Microsoft Excel, QuickBooks, Financial Reporting, PowerPoint, Financial Analysis, Microsoft Word, Auditing, Budgets, Accounts Payable, Microsoft Office, Outlook, Customer Service, Financial Accounting, Project Management, Virtual Teams
Education
New England College of Business and Finance 2011 — 2013
Masters in Business Administration, Accounting
Eastern Nazarene College 2004 — 2008
Bachelor of Science in Accounting & Finance
Bridgewater Savings Bank 2013 - Present
Rockland Trust Company 2011 - 2013
Middlesex Savings Bank 2011 - 2011
G. T. Reilly & Company 2008 - 2011
Swan Engineering, Inc. May 2007 - August 2007
Morgan Stanley Smith Barney September 2006 - January 2007
Eastern Nazarene College 2006 - 2007
Skills
Accounting, Microsoft Excel, QuickBooks, Financial Reporting, PowerPoint, Financial Analysis, Microsoft Word, Auditing, Budgets, Accounts Payable, Microsoft Office, Outlook, Customer Service, Financial Accounting, Project Management, Virtual Teams
Education
New England College of Business and Finance 2011 — 2013
Masters in Business Administration, Accounting
Eastern Nazarene College 2004 — 2008
Bachelor of Science in Accounting & Finance
Sherry Wicker Sherry Wicker's Morgan Stanley Smith Barney Experience January 2007 - May 2007
Job Admission Coordinator at Oakwood School
Industry Marketing and Advertising
Experience
Oakwood School July 2014 - Present
Activision February 2013 - June 2014
ShopAtHome.com April 2011 - January 2013
ShopAtHome.com October 2010 - April 2011
Time Inc. July 2008 - March 2010
Time Inc. March 2008 - July 2008
Time Inc. June 2007 - March 2008
Morgan Stanley Smith Barney January 2007 - May 2007
(r)evolution 2006 - 2006
Skills
Online Advertising, Digital Marketing, Google Analytics, Lead Generation, Social Media Marketing, Affiliate Marketing, SEM, PPC, Marketing Strategy, Direct Marketing, Google Adwords, Facebook, Customer Acquisition, Color Theory
Education
Emory University - Goizueta Business School 2003 — 2007
BBA, Communications & Marketing
UNSW 2005 — 2005
Study Abroad, Marketing
North Central High School
Oakwood School July 2014 - Present
Activision February 2013 - June 2014
ShopAtHome.com April 2011 - January 2013
ShopAtHome.com October 2010 - April 2011
Time Inc. July 2008 - March 2010
Time Inc. March 2008 - July 2008
Time Inc. June 2007 - March 2008
Morgan Stanley Smith Barney January 2007 - May 2007
(r)evolution 2006 - 2006
Skills
Online Advertising, Digital Marketing, Google Analytics, Lead Generation, Social Media Marketing, Affiliate Marketing, SEM, PPC, Marketing Strategy, Direct Marketing, Google Adwords, Facebook, Customer Acquisition, Color Theory
Education
Emory University - Goizueta Business School 2003 — 2007
BBA, Communications & Marketing
UNSW 2005 — 2005
Study Abroad, Marketing
North Central High School
Jonathan Seylar Jonathan Seylar's Morgan Stanley Smith Barney Experience August 2009 - June 2011
Job Sales and Service Supervisor at AvalonBay Communities
Industry Real Estate
Experience
AvalonBay Communities October 2014 - Present
The Donnelly Group April 2013 - Present
The Donnelly Group April 2013 - October 2014
Time Warner Cable August 2012 - April 2013
Morgan Stanley Smith Barney August 2009 - June 2011
Morgan Stanley March 2008 - August 2009
CIT June 2007 - January 2008
Skills
Relationship Management, Building Relationships, Maintaining Business..., Client Liaison, Product Marketing, Marketing Strategy, Project Management, Project Planning, New Business Development, Morningstar, Sales Process, Sales Support, Salesforce.com, Management, Marketing, Sales, Series 63, Program Management, Analysis
Education
Fairfield University 2003 — 2007
BS, Major: Management; Minor: Economics
AvalonBay Communities October 2014 - Present
The Donnelly Group April 2013 - Present
The Donnelly Group April 2013 - October 2014
Time Warner Cable August 2012 - April 2013
Morgan Stanley Smith Barney August 2009 - June 2011
Morgan Stanley March 2008 - August 2009
CIT June 2007 - January 2008
Skills
Relationship Management, Building Relationships, Maintaining Business..., Client Liaison, Product Marketing, Marketing Strategy, Project Management, Project Planning, New Business Development, Morningstar, Sales Process, Sales Support, Salesforce.com, Management, Marketing, Sales, Series 63, Program Management, Analysis
Education
Fairfield University 2003 — 2007
BS, Major: Management; Minor: Economics
Alan Wojtowicz Alan Wojtowicz's Morgan Stanley Smith Barney Experience September 2002 - 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 September 2002 - July 2011
Education
Elmhurst College 1998 — 2002
Bachelor of Science (BS), Economics and Finance
UBS Financial Services Inc. July 2011 - Present
Morgan Stanley Smith Barney September 2002 - July 2011
Education
Elmhurst College 1998 — 2002
Bachelor of Science (BS), Economics and Finance
Phil Ayoub Phil Ayoub's Morgan Stanley Smith Barney Experience May 2003 - August 2003
Job Vice President at BB&T
Industry Banking
Experience
BB&T June 2013 - Present
Penn State University (Smeal) August 2011 - May 2013
Pfizer May 2012 - August 2012
TD Bank Group September 2007 - January 2011
TD Bank Group November 2006 - September 2007
TD Bank Group May 2005 - November 2006
Mid Penn Bank May 2004 - August 2004
Morgan Stanley Smith Barney May 2003 - August 2003
Skills
Financial Analysis, Leadership, Portfolio Management, Financial Modeling, Forecasting, Finance, Microsoft Excel, Business Analysis, Analysis, Bloomberg, Banking, Risk Management, Credit, Loans, Commercial Lending, Valuation, Strategic Financial..., Due Diligence, Corporate Finance, Credit Risk, Accounting, Financial Reporting, Strategy, Investments, Data Analysis, Commercial Banking, Credit Analysis, Mergers & Acquisitions, Relationship Management, Cash Management, Financial Services, Asset Management, Treasury Management, Executive Management
Education
Penn State University 2011 — 2013
MBA, Finance
Elizabethtown College 2001 — 2005
BS, Finance and Accounting
BB&T June 2013 - Present
Penn State University (Smeal) August 2011 - May 2013
Pfizer May 2012 - August 2012
TD Bank Group September 2007 - January 2011
TD Bank Group November 2006 - September 2007
TD Bank Group May 2005 - November 2006
Mid Penn Bank May 2004 - August 2004
Morgan Stanley Smith Barney May 2003 - August 2003
Skills
Financial Analysis, Leadership, Portfolio Management, Financial Modeling, Forecasting, Finance, Microsoft Excel, Business Analysis, Analysis, Bloomberg, Banking, Risk Management, Credit, Loans, Commercial Lending, Valuation, Strategic Financial..., Due Diligence, Corporate Finance, Credit Risk, Accounting, Financial Reporting, Strategy, Investments, Data Analysis, Commercial Banking, Credit Analysis, Mergers & Acquisitions, Relationship Management, Cash Management, Financial Services, Asset Management, Treasury Management, Executive Management
Education
Penn State University 2011 — 2013
MBA, Finance
Elizabethtown College 2001 — 2005
BS, Finance and Accounting
Joseph Palmucci Joseph Palmucci's Morgan Stanley Smith Barney Experience July 2007 - August 2010
Job .
Industry Executive Office
Experience
Independent Contractor May 2010 - Present
Morgan Stanley Smith Barney July 2007 - August 2010
Merrill Lynch June 2004 - July 2007
Merrill Lynch September 2002 - June 2004
Merrill Lynch October 1999 - September 2002
Fleet Bank November 1996 - October 1999
Shawmut Bank / Connecticut National Bank October 1994 - November 1996
Shawmut Bank January 1992 - October 1994
Connecticut National Bank / Shawmut Bank September 1990 - January 1992
Great Country Bank (formerly Savings Bank of Ansonia) June 1984 - September 1990
Skills
Banking, Team Building, Leadership, Training
Education
Sacred Heart University 1987 — 1990
MBA, Business Administration
Eastern Connecticut State University 1983 — 1987
B.S., Business Administration
The New England School of Banking at Williams College 1995 — 1996
Trust Administration Program
Independent Contractor May 2010 - Present
Morgan Stanley Smith Barney July 2007 - August 2010
Merrill Lynch June 2004 - July 2007
Merrill Lynch September 2002 - June 2004
Merrill Lynch October 1999 - September 2002
Fleet Bank November 1996 - October 1999
Shawmut Bank / Connecticut National Bank October 1994 - November 1996
Shawmut Bank January 1992 - October 1994
Connecticut National Bank / Shawmut Bank September 1990 - January 1992
Great Country Bank (formerly Savings Bank of Ansonia) June 1984 - September 1990
Skills
Banking, Team Building, Leadership, Training
Education
Sacred Heart University 1987 — 1990
MBA, Business Administration
Eastern Connecticut State University 1983 — 1987
B.S., Business Administration
The New England School of Banking at Williams College 1995 — 1996
Trust Administration Program
Jason Grover's Morgan Stanley Smith Barney Experience September 2007 - March 2010
Job Financial Consultant at Community Investment Services, Inc.
Industry Financial Services
Experience
Community Investment Services, Inc. March 2011 - Present
Invest Financial 2011 - Present
Exeter Advisors, Inc. "A Manning and Napier Group of Companies" March 2010 - April 2011
Morgan Stanley Smith Barney September 2007 - March 2010
United States Navy March 2004 - September 2007
United States Navy February 2000 - March 2004
Frontier Communications Corporation June 1994 - June 1996
Skills
Strategic Financial..., Retirement, Investments, Life Insurance, Retirement Planning, Fixed Annuities, Mutual Funds, Estate Planning, Asset Allocation, Asset Managment, Wealth Management, Portfolio Management, Insurance, Small Business, Employee Benefits
Education
Embry-Riddle Aeronautical University 2004 — 2007
Bachelor of Science, Professional Aeronautics; Minor in Management
Community Investment Services, Inc. March 2011 - Present
Invest Financial 2011 - Present
Exeter Advisors, Inc. "A Manning and Napier Group of Companies" March 2010 - April 2011
Morgan Stanley Smith Barney September 2007 - March 2010
United States Navy March 2004 - September 2007
United States Navy February 2000 - March 2004
Frontier Communications Corporation June 1994 - June 1996
Skills
Strategic Financial..., Retirement, Investments, Life Insurance, Retirement Planning, Fixed Annuities, Mutual Funds, Estate Planning, Asset Allocation, Asset Managment, Wealth Management, Portfolio Management, Insurance, Small Business, Employee Benefits
Education
Embry-Riddle Aeronautical University 2004 — 2007
Bachelor of Science, Professional Aeronautics; Minor in Management
Jonathan Jury Jonathan Jury's Morgan Stanley Smith Barney Experience October 2011 - March 2012
Job Fixed Income Broker at MultiBank Securities, Inc.
Industry Financial Services
Experience
Multi-Bank Securities, Inc. October 2012 - Present
Avatar Securities, LLC May 2012 - August 2012
Morgan Stanley Smith Barney October 2011 - March 2012
Education
Eastern Michigan University
B.B.A., Finance
Multi-Bank Securities, Inc. October 2012 - Present
Avatar Securities, LLC May 2012 - August 2012
Morgan Stanley Smith Barney October 2011 - March 2012
Education
Eastern Michigan University
B.B.A., Finance
JD Fleming JD Fleming's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Associate at Point72 Asset Management
Industry Investment Management
Experience
Point72 Asset Management April 2014 - Present
SAC Capital July 2012 - March 2014
Morgan Stanley January 2012 - July 2012
Richard L. Hanley Associates August 2010 - December 2011
Student Managed Investment Fund September 2010 - May 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Education
Fairfield University 2007 — 2011
B.S., Finance, Economics
Universitat Autònoma de Barcelona 2010 — 2010
Point72 Asset Management April 2014 - Present
SAC Capital July 2012 - March 2014
Morgan Stanley January 2012 - July 2012
Richard L. Hanley Associates August 2010 - December 2011
Student Managed Investment Fund September 2010 - May 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Education
Fairfield University 2007 — 2011
B.S., Finance, Economics
Universitat Autònoma de Barcelona 2010 — 2010
Patrick Palzkill's Morgan Stanley Smith Barney Experience January 1991 - July 2010
Job Owner Beacon Rock Realty Services & The Financial Butler.com Adding Consultants NOW!
Industry Real Estate
Experience
Beacon Rock Real Estate and Mortgage- TheFinancialButler.com November 2009 - Present
Morgan Stanley Smith Barney January 1991 - July 2010
PHH Mortgage January 1991 - May 2008
Skills
Business Process..., Life Settlements, Insurance, Financial Planning, Real Estate, Mortgage, Estate Planning, Retirement, Investments, Customer Service, Negotiation, Asset Management, Coaching, Compliance, Risk Management, New Business Development, Sales Management, Strategic Planning, Customer Relations, Credit, Team Building, Financial Analysis, Home, Public Speaking, Budgeting, Business Planning, Banking, Marketing Strategy, Selling, Mortgage Lending, Loans, Problem Solving, Underwriting, Real Estate Investment, Retirement Planning, Contract Negotiation, Mentoring, Business Strategy, VA, Excel, Investment Properties, Small Business, Accounting, Process Improvement, Management Consulting, Account Management, Start-ups, Word, Strategic Financial..., Residential Mortgages
Education
University of Wisconsin
Master of Business Administration (M.B.A.), International Business
Edgewood College 1989 — 1991
MBA, Finance
University of Wisconsin-Whitewater 1981 — 1987
MBS, International Finance
University of Wisconsin-Platteville 1981 — 1985
BS, Business/Agri-Business
Beacon Rock Real Estate and Mortgage- TheFinancialButler.com November 2009 - Present
Morgan Stanley Smith Barney January 1991 - July 2010
PHH Mortgage January 1991 - May 2008
Skills
Business Process..., Life Settlements, Insurance, Financial Planning, Real Estate, Mortgage, Estate Planning, Retirement, Investments, Customer Service, Negotiation, Asset Management, Coaching, Compliance, Risk Management, New Business Development, Sales Management, Strategic Planning, Customer Relations, Credit, Team Building, Financial Analysis, Home, Public Speaking, Budgeting, Business Planning, Banking, Marketing Strategy, Selling, Mortgage Lending, Loans, Problem Solving, Underwriting, Real Estate Investment, Retirement Planning, Contract Negotiation, Mentoring, Business Strategy, VA, Excel, Investment Properties, Small Business, Accounting, Process Improvement, Management Consulting, Account Management, Start-ups, Word, Strategic Financial..., Residential Mortgages
Education
University of Wisconsin
Master of Business Administration (M.B.A.), International Business
Edgewood College 1989 — 1991
MBA, Finance
University of Wisconsin-Whitewater 1981 — 1987
MBS, International Finance
University of Wisconsin-Platteville 1981 — 1985
BS, Business/Agri-Business
Michael Vas Nunes Michael Vas Nunes's Morgan Stanley Smith Barney Experience 2007 - 2010
Job Director of Account Management at Merchants Capital Access
Industry Financial Services
Experience
Merchants Capital Access August 2015 - Present
On Deck Capital, Inc. November 2011 - July 2015
OppenheimerFunds September 2010 - October 2011
Morgan Stanley Smith Barney 2007 - 2010
Skills
Finance, Salesforce.com, Credit, Account Management, Credit Cards, Marketing, Financial Services, Merchant Services, Commercial Lending, Portfolio Management, Management, Sales, Sales Management, Fixed Income, Small Business Lending
Education
Elon University
Merchants Capital Access August 2015 - Present
On Deck Capital, Inc. November 2011 - July 2015
OppenheimerFunds September 2010 - October 2011
Morgan Stanley Smith Barney 2007 - 2010
Skills
Finance, Salesforce.com, Credit, Account Management, Credit Cards, Marketing, Financial Services, Merchant Services, Commercial Lending, Portfolio Management, Management, Sales, Sales Management, Fixed Income, Small Business Lending
Education
Elon University
Seth Salomon Seth Salomon's Morgan Stanley Smith Barney Experience 2000 - 2001
Job CERTIFIED FINANCIAL PLANNER™, MBA
Industry Financial Services
Experience
Salomon & Company July 2011 - Present
Wiredset/Trendrr May 2005 - June 2011
The Home Depot August 2002 - July 2005
Morgan Stanley Smith Barney 2000 - 2001
Skills
Strategic Consulting, Financial Planning, Comprehensive Wealth..., Business Development, Market Research, Strategic Planning, Mergers, Social Media, Financial Analysis, Business Strategy, Succession Planning, Marketing, Start-ups, Financial Modeling, Digital Strategy, Strategic Financial..., Mergers & Acquisitions, Investments, Leadership, Finance, Program Management, Analysis, Venture Capital, Strategy, Small Business, Financial Services, Entrepreneurship, Corporate Finance, Valuation, Wealth Management..., Wealth Management
Education
New York University
Certificate of Financial Planning, Financial Planning and Services
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance & Marketing
Emory University 1997 — 2001
BA, International Economics
Henry Clay 1994 — 1997
The Lexington School 1982 — 1994
Salomon & Company July 2011 - Present
Wiredset/Trendrr May 2005 - June 2011
The Home Depot August 2002 - July 2005
Morgan Stanley Smith Barney 2000 - 2001
Skills
Strategic Consulting, Financial Planning, Comprehensive Wealth..., Business Development, Market Research, Strategic Planning, Mergers, Social Media, Financial Analysis, Business Strategy, Succession Planning, Marketing, Start-ups, Financial Modeling, Digital Strategy, Strategic Financial..., Mergers & Acquisitions, Investments, Leadership, Finance, Program Management, Analysis, Venture Capital, Strategy, Small Business, Financial Services, Entrepreneurship, Corporate Finance, Valuation, Wealth Management..., Wealth Management
Education
New York University
Certificate of Financial Planning, Financial Planning and Services
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance & Marketing
Emory University 1997 — 2001
BA, International Economics
Henry Clay 1994 — 1997
The Lexington School 1982 — 1994
Joe Donoghue's Morgan Stanley Smith Barney Experience November 2011 - Present
Job Wealth Advisor for Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2011 - Present
Sanguine Capital Advisors November 2009 - June 2011
Numonyx April 2008 - June 2009
ST Microelectronics June 2000 - March 2008
The Portland Group 1998 - 1999
The Portland Group 1997 - 1999
Skills
Equities, Investments, Capital Markets, Trading, Alternative Investments, Financial Futures, Commodity Futures, Equity Options, Commodity/Futures-Based..., Fixed Income, Municipal Bonds, Semiconductors, Wealth Management, Energy MLP's, Sales, Financial Advisory, Entrepreneurship, Cross-functional Team..., Product Management
Education
Emmanuel College
BA, Business Administration
UMass Lowell
Morgan Stanley Smith Barney November 2011 - Present
Sanguine Capital Advisors November 2009 - June 2011
Numonyx April 2008 - June 2009
ST Microelectronics June 2000 - March 2008
The Portland Group 1998 - 1999
The Portland Group 1997 - 1999
Skills
Equities, Investments, Capital Markets, Trading, Alternative Investments, Financial Futures, Commodity Futures, Equity Options, Commodity/Futures-Based..., Fixed Income, Municipal Bonds, Semiconductors, Wealth Management, Energy MLP's, Sales, Financial Advisory, Entrepreneurship, Cross-functional Team..., Product Management
Education
Emmanuel College
BA, Business Administration
UMass Lowell
Catherine Beckmann's Morgan Stanley Smith Barney Experience June 2010 - November 2011
Job at
Industry Capital Markets
Experience
H&R Block November 2011 - Present
Morgan Stanley Smith Barney June 2010 - November 2011
H&R Block December 2009 - July 2010
Wells Fargo Advisors, LLC April 2008 - April 2010
Timber Hill/Interactive Brokers October 2006 - April 2007
Peak6 Investments June 2004 - June 2006
American Stock Exchange 1984 - 2004
Bear Wagner Specialists 1998 - 2003
American Stock Exchange 1983 - 2002
American Express Publishing June 1996 - October 1998
Skills
Equities, Options, Trading, Financial Planning, Tax
Education
Fairfield University 2006 — 2007
Certificate Degree, Financial Planning
Pratt Institute 1996 — 1998
Certificate, Interactive Multimedia
Georgetown University 1975 — 1979
BA, Economics, English
H&R Block November 2011 - Present
Morgan Stanley Smith Barney June 2010 - November 2011
H&R Block December 2009 - July 2010
Wells Fargo Advisors, LLC April 2008 - April 2010
Timber Hill/Interactive Brokers October 2006 - April 2007
Peak6 Investments June 2004 - June 2006
American Stock Exchange 1984 - 2004
Bear Wagner Specialists 1998 - 2003
American Stock Exchange 1983 - 2002
American Express Publishing June 1996 - October 1998
Skills
Equities, Options, Trading, Financial Planning, Tax
Education
Fairfield University 2006 — 2007
Certificate Degree, Financial Planning
Pratt Institute 1996 — 1998
Certificate, Interactive Multimedia
Georgetown University 1975 — 1979
BA, Economics, English
Ray Stoecklin's Morgan Stanley Smith Barney Experience April 2010 - Present
Job Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2010 - Present
Morgan Stanley April 2000 - March 2010
Systor AG 1996 - 1999
UBS 1992 - 1996
Skills
Software Development, Java 7, Spring, Hibernate, CXF, perl, Sybase, SQL, Flex 3, JSP, Struts, Flex, Investment Banking, Spring Framework, Perl, Database Design, Capital Markets, Trading Systems, Derivatives, SDLC, Java, Equities, Fixed Income
Education
1991 — 1993
Computer Science
1985 — 1990
Federal Matura Type C, Natural Sciences
Morgan Stanley Smith Barney April 2010 - Present
Morgan Stanley April 2000 - March 2010
Systor AG 1996 - 1999
UBS 1992 - 1996
Skills
Software Development, Java 7, Spring, Hibernate, CXF, perl, Sybase, SQL, Flex 3, JSP, Struts, Flex, Investment Banking, Spring Framework, Perl, Database Design, Capital Markets, Trading Systems, Derivatives, SDLC, Java, Equities, Fixed Income
Education
1991 — 1993
Computer Science
1985 — 1990
Federal Matura Type C, Natural Sciences
Kelly (Crouse) Biggs's Morgan Stanley Smith Barney Experience 2009 - 2011
Job Manager, Client Development at Accretive Solutions
Industry Management Consulting
Experience
Accretive Solutions August 2014 - Present
Ultimate Staffing August 2013 - July 2014
ManpowerGroup May 2011 - August 2013
Morgan Stanley Smith Barney 2009 - 2011
IBM January 2007 - 2009
IBM January 2003 - December 2006
IBM September 1998 - December 2002
Skills
Account Management, CRM, Selling, Sales Operations, Strategy, Negotiation, Management, Strategic Planning, Sales, Leadership, Enterprise Software, Outsourcing, New Business Development, SaaS, Sales Process, Cloud Computing, Cold Calling, Workforce, Forecasting, Customer Service, Customer Satisfaction, Coaching, Business Development, Cross-functional Team..., Solution Selling, Business Process..., Talent Management, Team Leadership, Strategic Partnerships, Talent Acquisition, Program Management, Training, Direct Sales, Executive Management, Analysis, Professional Services, Contract Negotiation, Business Strategy, Consultative Selling, Consulting, Start-ups, IT Audit, Corporate Governance, Enterprise Risk..., SOX Compliancy, Business Transformation
Education
Emory University - Goizueta Business School 2008 — 2009
Masters of Business Administration
Mary Baldwin College
Bachelor's of Science, Management
University of Tennessee-Knoxville
Accretive Solutions August 2014 - Present
Ultimate Staffing August 2013 - July 2014
ManpowerGroup May 2011 - August 2013
Morgan Stanley Smith Barney 2009 - 2011
IBM January 2007 - 2009
IBM January 2003 - December 2006
IBM September 1998 - December 2002
Skills
Account Management, CRM, Selling, Sales Operations, Strategy, Negotiation, Management, Strategic Planning, Sales, Leadership, Enterprise Software, Outsourcing, New Business Development, SaaS, Sales Process, Cloud Computing, Cold Calling, Workforce, Forecasting, Customer Service, Customer Satisfaction, Coaching, Business Development, Cross-functional Team..., Solution Selling, Business Process..., Talent Management, Team Leadership, Strategic Partnerships, Talent Acquisition, Program Management, Training, Direct Sales, Executive Management, Analysis, Professional Services, Contract Negotiation, Business Strategy, Consultative Selling, Consulting, Start-ups, IT Audit, Corporate Governance, Enterprise Risk..., SOX Compliancy, Business Transformation
Education
Emory University - Goizueta Business School 2008 — 2009
Masters of Business Administration
Mary Baldwin College
Bachelor's of Science, Management
University of Tennessee-Knoxville
Dawn Dell'Ergo's Morgan Stanley Smith Barney Experience March 2008 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2008 - Present
Option One Mortgage Corporation January 2005 - February 2008
Education
East Stroudsburg University of Pennsylvania
Morgan Stanley Smith Barney March 2008 - Present
Option One Mortgage Corporation January 2005 - February 2008
Education
East Stroudsburg University of Pennsylvania
Joseph Fomenko's Morgan Stanley Smith Barney Experience September 2003 - January 2004
Job Manager at Accenture Management Consulting
Industry Financial Services
Experience
Accenture October 2011 - Present
IFS July 2008 - October 2011
International Fund Services (Ireland) Ltd, A State Street Company June 2004 - July 2008
Morgan Stanley Smith Barney September 2003 - January 2004
Skills
Equities, Bonds, Econometrics, Risk Management, Credit Risk, Market Risk, Credit Derivatives, Interest Rate..., PowerPoint, Sales Management, Change Management, Sales, Hedge Funds, Fixed Income, Financial Risk, Capital Markets
Education
Fairfield University 2000 — 2004
Bachelor's, Economics, Finance, Philosophy
Lorenzo DiMedici Art Institute 2003 — 2003
Accenture October 2011 - Present
IFS July 2008 - October 2011
International Fund Services (Ireland) Ltd, A State Street Company June 2004 - July 2008
Morgan Stanley Smith Barney September 2003 - January 2004
Skills
Equities, Bonds, Econometrics, Risk Management, Credit Risk, Market Risk, Credit Derivatives, Interest Rate..., PowerPoint, Sales Management, Change Management, Sales, Hedge Funds, Fixed Income, Financial Risk, Capital Markets
Education
Fairfield University 2000 — 2004
Bachelor's, Economics, Finance, Philosophy
Lorenzo DiMedici Art Institute 2003 — 2003
Amanda Kernan's Morgan Stanley Smith Barney Experience 2006 - 2007
Job Jacobson Law and Business Fellow
Industry Law Practice
Experience
NYU School of Law AssociateDebevoise & PlimptonJune 2009 - 2014
U.S. Bankruptcy Court October 2012 - October 2013
U.S. Attorney's Office - EDNY 2008 - 2008
Citi Smith Barney May 2007 - August 2007
Morgan Stanley Smith Barney 2006 - 2007
Skills
Commercial Litigation, Intellectual Property, Securities Regulation, International Law, Corporate Governance, Bankruptcy, Securities Litigation, Growth Capital, International Criminal..., Licensing
Education
University of Chicago Law School 2007 — 2010
Doctor of Law (J.D.)
Emory University 2003 — 2007
Bachelor of Arts (B.A.), Political Science, Sociology
NYU School of Law AssociateDebevoise & PlimptonJune 2009 - 2014
U.S. Bankruptcy Court October 2012 - October 2013
U.S. Attorney's Office - EDNY 2008 - 2008
Citi Smith Barney May 2007 - August 2007
Morgan Stanley Smith Barney 2006 - 2007
Skills
Commercial Litigation, Intellectual Property, Securities Regulation, International Law, Corporate Governance, Bankruptcy, Securities Litigation, Growth Capital, International Criminal..., Licensing
Education
University of Chicago Law School 2007 — 2010
Doctor of Law (J.D.)
Emory University 2003 — 2007
Bachelor of Arts (B.A.), Political Science, Sociology
Danitra Abron's Morgan Stanley Smith Barney Experience October 2003 - August 2005
Job Events Manager at Conservation Law Foundation
Industry Events Services
Experience
Conservation Law Foundation June 2014 - Present
SISTAFAITH January 2005 - Present
Operational Services Division (OSD) - Commonwealth of Mass. January 2014 - May 2014
State Street May 2011 - March 2012
AME Church March 2002 - July 2010
Merck Research Laboratories, Boston, MA January 2008 - January 2009
Doble Engineering September 2005 - January 2008
Morgan Stanley Smith Barney October 2003 - August 2005
Charles Street AME Church September 1987 - July 2003
State House - Office of Sen. Stephen F. Lynch October 2001 - February 2002
Skills
Leadership, Event Planning, Fundraising, Event Management, Customer Service, Public Speaking, Program Management, Market Research, Marketing, Corporate Events, Project Management, Team Management, Management, Team Leadership, Team-oriented, Distributed Team..., Dependable Team Player, Cross-functional Team..., Hands-on Training, Workshop Facilitation, Workforce Planning, Training, Community Outreach, Strength Training, Community Organizing, Organizational..., Private Events, Training Facilitation, Team Facilitation, Program Facilitation, Events Coordination, Special Events
Education
Emerson College 2014 — 2016
Master's Degree, Integrated Marketing Communications
Northeastern University 2007 — 2009
Certification, Meeting & Event Management
Northeastern University 1997 — 2000
BSBA, Marketing & Management Information Systems
Conservation Law Foundation June 2014 - Present
SISTAFAITH January 2005 - Present
Operational Services Division (OSD) - Commonwealth of Mass. January 2014 - May 2014
State Street May 2011 - March 2012
AME Church March 2002 - July 2010
Merck Research Laboratories, Boston, MA January 2008 - January 2009
Doble Engineering September 2005 - January 2008
Morgan Stanley Smith Barney October 2003 - August 2005
Charles Street AME Church September 1987 - July 2003
State House - Office of Sen. Stephen F. Lynch October 2001 - February 2002
Skills
Leadership, Event Planning, Fundraising, Event Management, Customer Service, Public Speaking, Program Management, Market Research, Marketing, Corporate Events, Project Management, Team Management, Management, Team Leadership, Team-oriented, Distributed Team..., Dependable Team Player, Cross-functional Team..., Hands-on Training, Workshop Facilitation, Workforce Planning, Training, Community Outreach, Strength Training, Community Organizing, Organizational..., Private Events, Training Facilitation, Team Facilitation, Program Facilitation, Events Coordination, Special Events
Education
Emerson College 2014 — 2016
Master's Degree, Integrated Marketing Communications
Northeastern University 2007 — 2009
Certification, Meeting & Event Management
Northeastern University 1997 — 2000
BSBA, Marketing & Management Information Systems
Scott Ammon's Morgan Stanley Smith Barney Experience May 1993 - Present
Job Senior VPWealth Management at Smith Barney Inc.
Industry Investment Management
Experience
Morgan Stanley Smith Barney May 1993 - Present
Education
Eastern Michigan University 1986 — 1989
B.S., Economics, Political Science
Morgan Stanley Smith Barney May 1993 - Present
Education
Eastern Michigan University 1986 — 1989
B.S., Economics, Political Science
Michelle May's Morgan Stanley Smith Barney Experience March 2007 - April 2012
Job Head of Marketing: Alternative Investments and Investment Products at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
Neuberger Berman March 2012 - January 2013
Morgan Stanley Smith Barney March 2007 - April 2012
Citigroup February 2005 - February 2007
Citigroup June 2002 - February 2005
Skills
Alternative Investments, Series 7, Series 24, Hedge Funds, Mutual Funds, Wealth Management, Asset Allocation, Investments, Asset Managment
Education
Emory University - Goizueta Business School 1997 — 1999
MBA, Finance / Marketing
Lehigh University - College of Business and Economics 1989 — 1993
BS, Finance
WWHS
Morgan Stanley Wealth Management May 2013 - Present
Neuberger Berman March 2012 - January 2013
Morgan Stanley Smith Barney March 2007 - April 2012
Citigroup February 2005 - February 2007
Citigroup June 2002 - February 2005
Skills
Alternative Investments, Series 7, Series 24, Hedge Funds, Mutual Funds, Wealth Management, Asset Allocation, Investments, Asset Managment
Education
Emory University - Goizueta Business School 1997 — 1999
MBA, Finance / Marketing
Lehigh University - College of Business and Economics 1989 — 1993
BS, Finance
WWHS
Charlise Whiteside's Morgan Stanley Smith Barney Experience June 2010 - October 2012
Job Manager Partner; CEO at Stonehaven Private Wealth Management LLC
Industry Investment Management
Experience
Stonehaven Private Wealth Management LLC June 2013 - Present
Charlise Brown Whiteside CFP October 2012 - Present
Morgan Stanley Smith Barney June 2010 - October 2012
PNC Advisors December 2004 - June 2008
Eastern Bank 2000 - 2002
State Street Global Advisors 1993 - 2000
Phase II Acquisitions 1987 - 1993
State Street Global Advisors 1981 - 1987
First Bank 1979 - 1981
IBM 1976 - 1979
Skills
Investment Management, Wealth Management, Wealth Management..., Investment Advisory, Asset Management, Asset Allocation, Retirement Planning, Trusts, Mutual Funds, Asset Managment, Trust Services, Investment Strategies, Strategic Planning, Financial Analysis, Securities, Credit, Due Diligence, Financial Planning, Portfolio Management, Investments, Venture Capital
Education
Yale University 1972 — 1976
Bachelor's Degree
West Islip High School
Boston University College of Financial Planning
Certificate in Financial Planning, Financial Planning
Kennedy Sinclair 1980 — 1981
trusts, estate, and financial planning
New York State Pension School
Erisa
Emerson College
graduate certificate, Writing
Stonehaven Private Wealth Management LLC June 2013 - Present
Charlise Brown Whiteside CFP October 2012 - Present
Morgan Stanley Smith Barney June 2010 - October 2012
PNC Advisors December 2004 - June 2008
Eastern Bank 2000 - 2002
State Street Global Advisors 1993 - 2000
Phase II Acquisitions 1987 - 1993
State Street Global Advisors 1981 - 1987
First Bank 1979 - 1981
IBM 1976 - 1979
Skills
Investment Management, Wealth Management, Wealth Management..., Investment Advisory, Asset Management, Asset Allocation, Retirement Planning, Trusts, Mutual Funds, Asset Managment, Trust Services, Investment Strategies, Strategic Planning, Financial Analysis, Securities, Credit, Due Diligence, Financial Planning, Portfolio Management, Investments, Venture Capital
Education
Yale University 1972 — 1976
Bachelor's Degree
West Islip High School
Boston University College of Financial Planning
Certificate in Financial Planning, Financial Planning
Kennedy Sinclair 1980 — 1981
trusts, estate, and financial planning
New York State Pension School
Erisa
Emerson College
graduate certificate, Writing
Michael Romance, CFP's Morgan Stanley Smith Barney Experience December 2009 - Present
Job Vice President Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2009 - Present
UBS September 2002 - December 2009
Merrill Lynch October 1995 - September 2002
Education
Florida State University 1997 — 2000
Financial Planning
East Carolina University - College of Business 1989 — 1993
BS, Accounting
Morgan Stanley Smith Barney December 2009 - Present
UBS September 2002 - December 2009
Merrill Lynch October 1995 - September 2002
Education
Florida State University 1997 — 2000
Financial Planning
East Carolina University - College of Business 1989 — 1993
BS, Accounting
Christine Collins, CFA's Morgan Stanley Smith Barney Experience November 2004 - September 2011
Job Investment Strategies Consultant at Wells Fargo Asset Management
Industry Investment Management
Experience
Wells Fargo Asset Management December 2012 - Present
Nationwide Financial October 2011 - December 2012
Morgan Stanley Smith Barney November 2004 - September 2011
Starboard Capital September 2002 - November 2004
Standish Mellon July 2000 - January 2002
The Dreyfus Corporation September 1996 - July 2000
Skills
Portfolio Management, Series 7, Mutual Funds, Series 63, Asset Allocation, Investment Management, Investment Strategies, Asset Managment, Investments, Chartered Financial..., Series 65, Separately Managed..., Institutional..., Securities, Fixed Income
Education
Villanova University 2000 — 2003
MBA, Finance
Fairfield University 1992 — 1996
BS, Accounting
Mt. St. Joseph's Academy 1988 — 1992
High School
Wells Fargo Asset Management December 2012 - Present
Nationwide Financial October 2011 - December 2012
Morgan Stanley Smith Barney November 2004 - September 2011
Starboard Capital September 2002 - November 2004
Standish Mellon July 2000 - January 2002
The Dreyfus Corporation September 1996 - July 2000
Skills
Portfolio Management, Series 7, Mutual Funds, Series 63, Asset Allocation, Investment Management, Investment Strategies, Asset Managment, Investments, Chartered Financial..., Series 65, Separately Managed..., Institutional..., Securities, Fixed Income
Education
Villanova University 2000 — 2003
MBA, Finance
Fairfield University 1992 — 1996
BS, Accounting
Mt. St. Joseph's Academy 1988 — 1992
High School
Jeremy Bloom's Morgan Stanley Smith Barney Experience August 2009 - October 2011
Job Director at Maxus Capital
Industry Financial Services
Experience
Maxus Capital October 2011 - Present
Morgan Stanley Smith Barney August 2009 - October 2011
CIT Group, Inc March 2008 - March 2009
KeyCorp2006-2008 January 2006 - March 2008
GE Capital Corporation June 2000 - June 2005
The Vanguard Group, Inc August 1997 - June 2000
Education
East Carolina University
Bachelor of Science, Business Administration; Accounting
East Carolina University
Maxus Capital October 2011 - Present
Morgan Stanley Smith Barney August 2009 - October 2011
CIT Group, Inc March 2008 - March 2009
KeyCorp2006-2008 January 2006 - March 2008
GE Capital Corporation June 2000 - June 2005
The Vanguard Group, Inc August 1997 - June 2000
Education
East Carolina University
Bachelor of Science, Business Administration; Accounting
East Carolina University
Claire Meehan's Morgan Stanley Smith Barney Experience September 2006 - September 2011
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2011 - Present
Morgan Stanley Smith Barney September 2006 - September 2011
Congressman Chris Shays January 2006 - May 2006
Education
Fairfield University 2002 — 2006
BA, Political Science
Manhasset High School 1999 — 2002
Morgan Stanley September 2011 - Present
Morgan Stanley Smith Barney September 2006 - September 2011
Congressman Chris Shays January 2006 - May 2006
Education
Fairfield University 2002 — 2006
BA, Political Science
Manhasset High School 1999 — 2002
Rob Brafford's Morgan Stanley Smith Barney Experience 2011 - May 2013
Job Financial Advisor at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services Inc., Member FINRA/SIPC June 2013 - Present
Morgan Stanley Smith Barney 2011 - May 2013
Skills
Wealth Management, Legacy Planning, Financial Advisory, Retirement Planning, Strategic Planning, Customer Service, Retirement, Budgets
Education
Emmanuel College
University of Georgia
Raymond James Financial Services Inc., Member FINRA/SIPC June 2013 - Present
Morgan Stanley Smith Barney 2011 - May 2013
Skills
Wealth Management, Legacy Planning, Financial Advisory, Retirement Planning, Strategic Planning, Customer Service, Retirement, Budgets
Education
Emmanuel College
University of Georgia
Paul Shaum's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Principal, Commercial Real Estate and Investment Management LLC
Industry Financial Services
Experience
First New Amsterdam Corp. LLC 2011 - Present
Morgan Stanley Smith Barney 2010 - 2011
Sycamore Capital, LP 2009 - 2009
GE Capital Markets 2007 - 2008
Soros Fund Management - EAC Management 2002 - 2007
SG Cowen Securities 1996 - 2001
NationsBank Capital Markets 1993 - 1996
Bear Stearns 1990 - 1993
Salomon Brothers, Inc January 1988 - January 1990
Bankers Trust Company January 1973 - January 1988
Education
Vanderbilt University - Owen Graduate School of Management 1971 — 1973
MBA, Finance
Eckerd College 1967 — 1971
BA, Economics
First New Amsterdam Corp. LLC 2011 - Present
Morgan Stanley Smith Barney 2010 - 2011
Sycamore Capital, LP 2009 - 2009
GE Capital Markets 2007 - 2008
Soros Fund Management - EAC Management 2002 - 2007
SG Cowen Securities 1996 - 2001
NationsBank Capital Markets 1993 - 1996
Bear Stearns 1990 - 1993
Salomon Brothers, Inc January 1988 - January 1990
Bankers Trust Company January 1973 - January 1988
Education
Vanderbilt University - Owen Graduate School of Management 1971 — 1973
MBA, Finance
Eckerd College 1967 — 1971
BA, Economics
Jim Shiner's Morgan Stanley Smith Barney Experience 2003 - 2005
Job Manager, GoldCare Material Management at Boeing Commercial Airplanes
Industry Airlines/Aviation
Experience
Boeing Commercial Airplanes April 2012 - Present
Boeing Commercial Airplanes October 2005 - April 2012
Morgan Stanley Smith Barney 2003 - 2005
Continental Airlines 2000 - October 2003
Continental Airlines February 1998 - 2000
Continental Airlines 1997 - 1998
Continental Airlines 1995 - 1997
Continental Airlines 1994 - 1995
Continental Airlines 1992 - 1994
Continental Airlines 1990 - 1992
Skills
Process Improvement, Logistics, Program Management, Engineering, Management, Cross-functional Team..., Change Management, Aircraft, Project Planning, Analysis, Contract Negotiation, Aircraft Maintenance, Purchasing, Leadership, Airlines, Aerospace
Education
Embry-Riddle Aeronautical University 1982 — 1998
BS, Aviation Maintenance Management
Embry-Riddle Aeronautical University 1982 — 1988
AS, Aviation Maintenance Technology
Boeing Commercial Airplanes April 2012 - Present
Boeing Commercial Airplanes October 2005 - April 2012
Morgan Stanley Smith Barney 2003 - 2005
Continental Airlines 2000 - October 2003
Continental Airlines February 1998 - 2000
Continental Airlines 1997 - 1998
Continental Airlines 1995 - 1997
Continental Airlines 1994 - 1995
Continental Airlines 1992 - 1994
Continental Airlines 1990 - 1992
Skills
Process Improvement, Logistics, Program Management, Engineering, Management, Cross-functional Team..., Change Management, Aircraft, Project Planning, Analysis, Contract Negotiation, Aircraft Maintenance, Purchasing, Leadership, Airlines, Aerospace
Education
Embry-Riddle Aeronautical University 1982 — 1998
BS, Aviation Maintenance Management
Embry-Riddle Aeronautical University 1982 — 1988
AS, Aviation Maintenance Technology
Pierre Murtin's Morgan Stanley Smith Barney Experience May 2010 - August 2011
Job Financial Advisor
Industry Financial Services
Experience
Wells Fargo Advisors September 2011 - Present
Morgan Stanley Smith Barney May 2010 - August 2011
GE Commercial Finance - Real Estate 2005 - 2009
GE Capital Aviation Services 1995 - 2009
Citibank October 1979 - October 1995
ISG New York 1991 - 1993
Skills
FX Options, Project Management, Aviation, Portfolio Management, Financial Modeling, Asset Managment, Structured Finance
Education
The University of Chicago 1972 — 1974
MBA, Finance, Statistics
Lycee Claude Lebois 1961 — 1968
Baccalaureat, Mathematics
ESCP Europe
Wells Fargo Advisors September 2011 - Present
Morgan Stanley Smith Barney May 2010 - August 2011
GE Commercial Finance - Real Estate 2005 - 2009
GE Capital Aviation Services 1995 - 2009
Citibank October 1979 - October 1995
ISG New York 1991 - 1993
Skills
FX Options, Project Management, Aviation, Portfolio Management, Financial Modeling, Asset Managment, Structured Finance
Education
The University of Chicago 1972 — 1974
MBA, Finance, Statistics
Lycee Claude Lebois 1961 — 1968
Baccalaureat, Mathematics
ESCP Europe
Christopher Haliskoe's Morgan Stanley Smith Barney Experience August 2010 - April 2011
Job Client Sales and Service Officer at U.S. Trust
Industry Financial Services
Experience
U.S. Trust August 2013 - Present
KINGSBRIDGE October 2012 - March 2013
ING Financial Partners May 2011 - October 2012
Morgan Stanley Smith Barney August 2010 - April 2011
Skills
Leadership, Marketing, Management, Advertising, Business Planning, Finance, Program Management, Recruiting, Budgets, Research, Financial Services, Employee Benefits, Small Business, Series 7, Creative Direction, Financial Analysis, Series 63, Investments, Asset Allocation, Strategic Financial..., Microsoft Office, Retirement Planning, Mutual Funds, Sales, Financial Planning
Education
Fairfield University 2006 — 2010
B.S., Economics
Don Bosco Prep 2002 — 2006
U.S. Trust August 2013 - Present
KINGSBRIDGE October 2012 - March 2013
ING Financial Partners May 2011 - October 2012
Morgan Stanley Smith Barney August 2010 - April 2011
Skills
Leadership, Marketing, Management, Advertising, Business Planning, Finance, Program Management, Recruiting, Budgets, Research, Financial Services, Employee Benefits, Small Business, Series 7, Creative Direction, Financial Analysis, Series 63, Investments, Asset Allocation, Strategic Financial..., Microsoft Office, Retirement Planning, Mutual Funds, Sales, Financial Planning
Education
Fairfield University 2006 — 2010
B.S., Economics
Don Bosco Prep 2002 — 2006
Jim Shiner's Morgan Stanley Smith Barney Experience October 2003 - October 2005
Job Manager, GoldCare Material Management at Boeing Commercial Airplanes
Industry Aviation & Aerospace
Experience
Boeing Commercial Airplanes 2012 - Present
Boeing Commercial Airplanes October 2005 - April 2012
Morgan Stanley Smith Barney October 2003 - October 2005
Continental Airlines 2000 - 2003
Continental Airlines 1998 - 2000
Continental Airlines 1997 - 1998
Continental Airlines 1995 - 1997
Continental Airlines 1994 - 1995
Continental Airlines 1992 - 1994
Continental Airlines 1990 - 1992
Skills
Cross-functional Team..., Management, Aircraft, Earned Value Management, Aviation
Education
Embry-Riddle Aeronautical University 1982 — 1988
BS, Aviation Maintenance Management
Embry-Riddle Aeronautical University 1982 — 1988
AS, Aviation Maintenance Technology
Boeing Commercial Airplanes 2012 - Present
Boeing Commercial Airplanes October 2005 - April 2012
Morgan Stanley Smith Barney October 2003 - October 2005
Continental Airlines 2000 - 2003
Continental Airlines 1998 - 2000
Continental Airlines 1997 - 1998
Continental Airlines 1995 - 1997
Continental Airlines 1994 - 1995
Continental Airlines 1992 - 1994
Continental Airlines 1990 - 1992
Skills
Cross-functional Team..., Management, Aircraft, Earned Value Management, Aviation
Education
Embry-Riddle Aeronautical University 1982 — 1988
BS, Aviation Maintenance Management
Embry-Riddle Aeronautical University 1982 — 1988
AS, Aviation Maintenance Technology
Ashley Richards's Morgan Stanley Smith Barney Experience January 2010 - June 2011
Job Corporate Recruiter at Epiq Systems
Industry Consumer Services
Experience
Epiq Systems February 2015 - Present
Robert Half International February 2013 - November 2014
Disney Publishing Worldwide September 2011 - October 2012
Morgan Stanley Smith Barney January 2010 - June 2011
Morgan Stanley Smith Barney December 2009 - February 2010
Swiss Reinsurance Company November 2009 - December 2009
Thomson Reuters December 2008 - November 2009
Thomson Reuters February 2009 - June 2009
Skills
Management, Recruiting, Interviews, Marketing, Training, CRM, Microsoft Excel, Temporary Staffing, Talent Acquisition, Career Counseling, PowerPoint, Customer Satisfaction, Event Management, Program Management, Leadership, Outlook, Social Networking, Human Resources, Sales, Customer Service
Education
Eastern Nazarene College 2005 — 2009
bachelors, business communications
Epiq Systems February 2015 - Present
Robert Half International February 2013 - November 2014
Disney Publishing Worldwide September 2011 - October 2012
Morgan Stanley Smith Barney January 2010 - June 2011
Morgan Stanley Smith Barney December 2009 - February 2010
Swiss Reinsurance Company November 2009 - December 2009
Thomson Reuters December 2008 - November 2009
Thomson Reuters February 2009 - June 2009
Skills
Management, Recruiting, Interviews, Marketing, Training, CRM, Microsoft Excel, Temporary Staffing, Talent Acquisition, Career Counseling, PowerPoint, Customer Satisfaction, Event Management, Program Management, Leadership, Outlook, Social Networking, Human Resources, Sales, Customer Service
Education
Eastern Nazarene College 2005 — 2009
bachelors, business communications
Alexander Gorman's Morgan Stanley Smith Barney Experience January 2007 - Present
Job Financial Advisor at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2007 - Present
Wachovia Securities, LLC September 2004 - January 2007
Education
Elon University 1999 — 2003
BS, Business/Finance
Morgan Stanley Smith Barney January 2007 - Present
Wachovia Securities, LLC September 2004 - January 2007
Education
Elon University 1999 — 2003
BS, Business/Finance
Edward Noonan's Morgan Stanley Smith Barney Experience April 2001 - Present
Job V.P. Wealth Management at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2001 - Present
Paine Webber 1994 - 2001
Education
Fairfield university 1972 — 1983
Fairfield University 1975 — 1979
Morgan Stanley Smith Barney April 2001 - Present
Paine Webber 1994 - 2001
Education
Fairfield university 1972 — 1983
Fairfield University 1975 — 1979
Adam Betz, CFP®'s Morgan Stanley Smith Barney Experience September 2007 - March 2011
Job Sales Vice President at Betz Financial Advisory, LLC/ A Capitas Partner
Industry Financial Services
Experience
Betz Financial Advisory, LLC/ A Capitas Partner March 2011 - Present
Morgan Stanley Smith Barney September 2007 - March 2011
Skills
Series 7, Wealth Management, Retirement Planning, Estate Planning, Certified Financial..., Business Owner Planning
Education
East Carolina University - College of Business 2002 — 2007
BSBA, Double Major: Finance and Marketing
Centennial High School
Betz Financial Advisory, LLC/ A Capitas Partner March 2011 - Present
Morgan Stanley Smith Barney September 2007 - March 2011
Skills
Series 7, Wealth Management, Retirement Planning, Estate Planning, Certified Financial..., Business Owner Planning
Education
East Carolina University - College of Business 2002 — 2007
BSBA, Double Major: Finance and Marketing
Centennial High School
Hemant Naran's Morgan Stanley Smith Barney Experience March 2009 - Present
Job Vice President at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2009 - Present
Education
Emory University 1992 — 1996
Morgan Stanley Smith Barney March 2009 - Present
Education
Emory University 1992 — 1996
Jesse Cordoba, CFP®, CIMA®'s Morgan Stanley Smith Barney Experience August 2009 - March 2011
Job Director of Global Distribution (former) with Morgan Stanley Consulting Group for Private Wealth Management
Industry Financial Services
Experience
Montague Capital Partners, L.L.C December 2013 - Present
Morgan Stanley Wealth Management March 2011 - March 2013
Morgan Stanley Smith Barney August 2009 - March 2011
Morgan Stanley Wealth Management December 2007 - August 2009
Morgan Stanley Wealth Management December 2006 - December 2007
Morgan Stanley Wealth Management December 2004 - December 2006
Charles Schwab December 2000 - July 2004
Charles Schwab April 1998 - January 2000
Charles Schwab October 1993 - April 1998
Skills
Series 7, Mutual Funds, Series 63, Wealth Management, Asset Allocation, Alternative Investments, Asset Management, Investments, Investment Advisory, Equities, Securities, Fixed Income, Investment Strategies, Portfolio Management, Hedge Funds, Separately Managed...
Education
Wharton Business School 2010 — 2010
Certified Investment Management Analyst
East Carolina University - College of Business 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Montague Capital Partners, L.L.C December 2013 - Present
Morgan Stanley Wealth Management March 2011 - March 2013
Morgan Stanley Smith Barney August 2009 - March 2011
Morgan Stanley Wealth Management December 2007 - August 2009
Morgan Stanley Wealth Management December 2006 - December 2007
Morgan Stanley Wealth Management December 2004 - December 2006
Charles Schwab December 2000 - July 2004
Charles Schwab April 1998 - January 2000
Charles Schwab October 1993 - April 1998
Skills
Series 7, Mutual Funds, Series 63, Wealth Management, Asset Allocation, Alternative Investments, Asset Management, Investments, Investment Advisory, Equities, Securities, Fixed Income, Investment Strategies, Portfolio Management, Hedge Funds, Separately Managed...
Education
Wharton Business School 2010 — 2010
Certified Investment Management Analyst
East Carolina University - College of Business 1988 — 1992
Bachelor of Business Administration (B.B.A.)
Ann DeRoshia's Morgan Stanley Smith Barney Experience
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney
Skills
Series 7, Investments, Equities, Securities, Mutual Funds, Wealth Management, FINRA, Process Improvement
Education
Eastern Washington University 1976 — 1979
BA
Morgan Stanley Smith Barney
Skills
Series 7, Investments, Equities, Securities, Mutual Funds, Wealth Management, FINRA, Process Improvement
Education
Eastern Washington University 1976 — 1979
BA
Edward Levin's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Desktop Engineer at Network 1 Consulting
Industry Information Technology and Services
Experience
Network 1 Consulting December 2013 - Present
Dimensions South Consulting LLC April 2012 - December 2013
Emory University August 2008 - May 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Dooley's Computer Repair January 2008 - May 2010
Skills
Fluent in Russian, Stock Market, HTML + CSS, Computer Repair, Bonds, Art, Violin, Badminton, HTML, Photography, Equities
Education
Georgia State University - J. Mack Robinson College of Business 2013 — 2014
Masters of Science in Information Systems, Computer and Information Sciences and Support Services
Emory University 2008 — 2012
BA, Economics and Russian
Network 1 Consulting December 2013 - Present
Dimensions South Consulting LLC April 2012 - December 2013
Emory University August 2008 - May 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Morgan Stanley June 2010 - August 2010
Dooley's Computer Repair January 2008 - May 2010
Skills
Fluent in Russian, Stock Market, HTML + CSS, Computer Repair, Bonds, Art, Violin, Badminton, HTML, Photography, Equities
Education
Georgia State University - J. Mack Robinson College of Business 2013 — 2014
Masters of Science in Information Systems, Computer and Information Sciences and Support Services
Emory University 2008 — 2012
BA, Economics and Russian
Sharon Lehr's Morgan Stanley Smith Barney Experience September 1997 - January 1999
Job Clinical Nurse Liaison at University of Utah Hospitals and Clinics
Industry Hospital & Health Care
Experience
University of Utah Hospitals and Clinics October 2012 - Present
Promise Hospital of Salt Lake City October 2010 - October 2012
Applegate Homecare & Hospice December 2007 - June 2010
Ameriprise Financial Advisors January 1999 - December 2007
Morgan Stanley Smith Barney September 1997 - January 1999
Rush Home Care & Hospice March 1990 - September 1997
Amicare Home Health Services March 1988 - February 1990
VA Medical Center June 1986 - February 1988
Skills
Long Term Care, Healthcare, Hospitals, Case Managment, Medicine, Home Care, Case Management, Healthcare Management, Nursing, Long-term Care, Acute Care, Physician Relations, Healthcare Information..., Patient Safety, Revenue Cycle
Education
University of Illinois at Chicago 1994 — 1997
MBA/MSA, Business & Accounting
Eastern Michigan University 1988 — 1990
Bachelors of Science, Nursing
St. Joseph Mercy School of Nursing 1984 — 1986
Diploma, Nursing
Iowa Air National Guard, Senior Airman, Medical Clinic
Airman in medical clinic, Pre-Nursing Studies
Michigan Air National Guard
Registered Nursing/Registered Nurse
University of Utah Hospitals and Clinics October 2012 - Present
Promise Hospital of Salt Lake City October 2010 - October 2012
Applegate Homecare & Hospice December 2007 - June 2010
Ameriprise Financial Advisors January 1999 - December 2007
Morgan Stanley Smith Barney September 1997 - January 1999
Rush Home Care & Hospice March 1990 - September 1997
Amicare Home Health Services March 1988 - February 1990
VA Medical Center June 1986 - February 1988
Skills
Long Term Care, Healthcare, Hospitals, Case Managment, Medicine, Home Care, Case Management, Healthcare Management, Nursing, Long-term Care, Acute Care, Physician Relations, Healthcare Information..., Patient Safety, Revenue Cycle
Education
University of Illinois at Chicago 1994 — 1997
MBA/MSA, Business & Accounting
Eastern Michigan University 1988 — 1990
Bachelors of Science, Nursing
St. Joseph Mercy School of Nursing 1984 — 1986
Diploma, Nursing
Iowa Air National Guard, Senior Airman, Medical Clinic
Airman in medical clinic, Pre-Nursing Studies
Michigan Air National Guard
Registered Nursing/Registered Nurse
David Salberg's Morgan Stanley Smith Barney Experience February 2002 - May 2012
Job Vice PresidentInvestments at the Raizin/Salberg Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2012 - Present
Morgan Stanley Smith Barney February 2002 - May 2012
Kellstrom Aviation Services 2000 - 2002
Pemco Aviation Group 1999 - 2000
Garrett Aviation Services 1997 - 1999
Horizon Air 1993 - 1997
Aeropostal 1992 - 1992
Eastern Airlines 1979 - 1992
Skills
Investments, Retirement Planning, Securities, Aviation, Aircraft, Credit, Mutual Funds, Investment Strategies, Airlines, 401k, Microsoft Word, Program Management, Retirement, Financial Reporting, Management, Finance, Strategic Planning, Risk Management, Maintenance & Repair
Education
Embry-Riddle Aeronautical University 1985 — 1987
MBA, Aviation Management
Southern Illinois University, Carbondale 1975 — 1978
BS, Aviation Management
Wells Fargo Advisors, LLC May 2012 - Present
Morgan Stanley Smith Barney February 2002 - May 2012
Kellstrom Aviation Services 2000 - 2002
Pemco Aviation Group 1999 - 2000
Garrett Aviation Services 1997 - 1999
Horizon Air 1993 - 1997
Aeropostal 1992 - 1992
Eastern Airlines 1979 - 1992
Skills
Investments, Retirement Planning, Securities, Aviation, Aircraft, Credit, Mutual Funds, Investment Strategies, Airlines, 401k, Microsoft Word, Program Management, Retirement, Financial Reporting, Management, Finance, Strategic Planning, Risk Management, Maintenance & Repair
Education
Embry-Riddle Aeronautical University 1985 — 1987
MBA, Aviation Management
Southern Illinois University, Carbondale 1975 — 1978
BS, Aviation Management
Joel Mattix, CFP®'s Morgan Stanley Smith Barney Experience 1999 - 2005
Job Assistant Vice President, Overlay Portfolio Management at LPL
Industry Financial Services
Experience
LPL Financial February 2006 - Present
Morgan Stanley Smith Barney 1999 - 2005
Skills
Series 7, Financial Planning, Portfolio Management, Series 63, Mutual Funds, Asset Allocation, Equities, ETFs, Separately Managed..., Wealth Management..., Wealth Management, Investment Strategies, Alternative Investments
Education
San Diego State University-California State University 2012 — 2014
Master of Science Business Administration
San Diego State University-California State University 2010 — 2011
Certificate in Personal Financial Planning
Elmhurst College
Bachelor of Science (BS), Finance, Economics
LPL Financial February 2006 - Present
Morgan Stanley Smith Barney 1999 - 2005
Skills
Series 7, Financial Planning, Portfolio Management, Series 63, Mutual Funds, Asset Allocation, Equities, ETFs, Separately Managed..., Wealth Management..., Wealth Management, Investment Strategies, Alternative Investments
Education
San Diego State University-California State University 2012 — 2014
Master of Science Business Administration
San Diego State University-California State University 2010 — 2011
Certificate in Personal Financial Planning
Elmhurst College
Bachelor of Science (BS), Finance, Economics
Joe Greiner's Morgan Stanley Smith Barney Experience May 2010 - November 2012
Job Investment Professional with Emory Investment Management
Industry Investment Management
Experience
Emory Investment Management November 2012 - Present
Morgan Stanley Smith Barney May 2010 - November 2012
J.P. Morgan May 2009 - April 2010
J.P. Morgan January 2006 - May 2009
Skills
Capital Markets, Wealth Management, Portfolio Management, Investment Strategies, Alternative Investments, Risk Management, Investment Management, Due Diligence, Venture Capital, Private Equity, Analysis, Financial Modeling, Asset Management, Valuation, Financial Risk, Asset Allocation
Education
Emory University 2002 — 2005
B.A., Economics and History
Emory Investment Management November 2012 - Present
Morgan Stanley Smith Barney May 2010 - November 2012
J.P. Morgan May 2009 - April 2010
J.P. Morgan January 2006 - May 2009
Skills
Capital Markets, Wealth Management, Portfolio Management, Investment Strategies, Alternative Investments, Risk Management, Investment Management, Due Diligence, Venture Capital, Private Equity, Analysis, Financial Modeling, Asset Management, Valuation, Financial Risk, Asset Allocation
Education
Emory University 2002 — 2005
B.A., Economics and History
George J Garro's Morgan Stanley Smith Barney Experience 1999 - 2009
Job Branch Manager / Senior Vice President Investments at Raymond James .
Industry Investment Management
Experience
Raymond James . November 2012 - Present
Sanders Morris Harris September 2009 - November 2012
Morgan Stanley Smith Barney 1999 - 2009
Smith Barney 1994 - 1999
Shearson Lehman Brothers 1988 - 1990
EF Hutton and Co., Inc. 1985 - 1988
EF Hutton & Co., Inc 1982 - 1985
Education
University of Pennsylvania - The Wharton School
CIMA, Investment Management Analyst
Eastern New Mexico University 1967 — 1972
BBA, Business Administration
Raymond James . November 2012 - Present
Sanders Morris Harris September 2009 - November 2012
Morgan Stanley Smith Barney 1999 - 2009
Smith Barney 1994 - 1999
Shearson Lehman Brothers 1988 - 1990
EF Hutton and Co., Inc. 1985 - 1988
EF Hutton & Co., Inc 1982 - 1985
Education
University of Pennsylvania - The Wharton School
CIMA, Investment Management Analyst
Eastern New Mexico University 1967 — 1972
BBA, Business Administration
Kyle Korelishn's Morgan Stanley Smith Barney Experience October 2010 - August 2011
Job Atlanta Eats / Bread n Butter Productions
Industry Broadcast Media
Experience
Atlanta Eats / Bread n Butter Productions September 2011 - Present
Morgan Stanley Smith Barney October 2010 - August 2011
Saavedra, Pelosi, Goodwin & Hermann, APA May 2008 - July 2008
Skills
Video Production, Radio Broadcasting, Marketing Strategy, Broadcast Television, Market Research, Strategic Planning, Strategy, Valuation, Competitive Analysis, Analytics, Branded Content..., Radio Advertising, Advertising
Education
Emory University 2006 — 2010
B.A., Economics
Atlanta Eats / Bread n Butter Productions September 2011 - Present
Morgan Stanley Smith Barney October 2010 - August 2011
Saavedra, Pelosi, Goodwin & Hermann, APA May 2008 - July 2008
Skills
Video Production, Radio Broadcasting, Marketing Strategy, Broadcast Television, Market Research, Strategic Planning, Strategy, Valuation, Competitive Analysis, Analytics, Branded Content..., Radio Advertising, Advertising
Education
Emory University 2006 — 2010
B.A., Economics
Danyelle Berger's Morgan Stanley Smith Barney Experience February 2006 - November 2008
Job Cost Analyst
Industry Financial Services
Experience
National Security Agency August 2011 - Present
Baltimore Martial Arts Academy January 2014 - January 2014
Merrill Lynch April 2009 - August 2011
Stanford Institutional Consulting Group November 2008 - February 2009
Morgan Stanley Smith Barney February 2006 - November 2008
Skills
Series 7, Wealth Management, Mutual Funds, Portfolio Management, Strategic Financial..., Asset Allocation, Alternative Investments, Series 63, Investment Strategies
Education
The Johns Hopkins University - Carey Business School 2002 — 2005
MBA, Finance
Southern Methodist University 1996 — 1998
MM, Music Performance & Literature
Eastman School of Music 1992 — 1996
BM, Performance
National Security Agency August 2011 - Present
Baltimore Martial Arts Academy January 2014 - January 2014
Merrill Lynch April 2009 - August 2011
Stanford Institutional Consulting Group November 2008 - February 2009
Morgan Stanley Smith Barney February 2006 - November 2008
Skills
Series 7, Wealth Management, Mutual Funds, Portfolio Management, Strategic Financial..., Asset Allocation, Alternative Investments, Series 63, Investment Strategies
Education
The Johns Hopkins University - Carey Business School 2002 — 2005
MBA, Finance
Southern Methodist University 1996 — 1998
MM, Music Performance & Literature
Eastman School of Music 1992 — 1996
BM, Performance
Jason Viviani's Morgan Stanley Smith Barney Experience May 2011 - July 2011
Job Vice President of Global Wealth Management, Head of Business Development at GBI, LLC
Industry Financial Services
Experience
GBI, LLC February 2015 - Present
GBI, LLC August 2011 - February 2015
Morgan Stanley Smith Barney May 2011 - July 2011
All Island Car Detailing May 2008 - July 2011
Payne Capital Management May 2010 - August 2010
Merrill Lynch June 2007 - August 2010
Huntington Indoor Tennis June 2007 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, HTML, Public Speaking, Editing, Strategic Planning, Negotiation, Social Media Marketing
Education
Emory University
Finance/Consulting & Venture Mgmt/ Philosophy
GBI, LLC February 2015 - Present
GBI, LLC August 2011 - February 2015
Morgan Stanley Smith Barney May 2011 - July 2011
All Island Car Detailing May 2008 - July 2011
Payne Capital Management May 2010 - August 2010
Merrill Lynch June 2007 - August 2010
Huntington Indoor Tennis June 2007 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Photoshop, Windows, HTML, Public Speaking, Editing, Strategic Planning, Negotiation, Social Media Marketing
Education
Emory University
Finance/Consulting & Venture Mgmt/ Philosophy
Joseph Flanagan's Morgan Stanley Smith Barney Experience September 2009 - June 2012
Job Hedge Fund Analyst
Industry Financial Services
Experience
U.S. Bancorp Fund Services, LLC November 2013 - Present
AllianceBernstein May 2013 - November 2013
AllianceBernstein July 2012 - November 2013
Morgan Stanley Smith Barney September 2009 - June 2012
Lerch, Vinci and Higgins, LLP May 2008 - September 2008
Merrill Lynch September 2007 - December 2007
Skills
Portfolio Management, Equities, Trading, P&L Analysis, Accounting, Balance Sheet Review, Bloomberg, SQL, Excel, Sell Side, Buy-side, Institutional Investors, Asset Management, Strategic and Tactical..., Mutual Funds, Separately Managed..., ETFs, Joint Ventures, Conversions, Private Client, Tax Harvesting, Teamwork, Investment Advisory, Series 7, Series 63
Education
Fairfield University 2005 — 2009
B.S., Finance
Bergen Catholic High School 2001 — 2005
U.S. Bancorp Fund Services, LLC November 2013 - Present
AllianceBernstein May 2013 - November 2013
AllianceBernstein July 2012 - November 2013
Morgan Stanley Smith Barney September 2009 - June 2012
Lerch, Vinci and Higgins, LLP May 2008 - September 2008
Merrill Lynch September 2007 - December 2007
Skills
Portfolio Management, Equities, Trading, P&L Analysis, Accounting, Balance Sheet Review, Bloomberg, SQL, Excel, Sell Side, Buy-side, Institutional Investors, Asset Management, Strategic and Tactical..., Mutual Funds, Separately Managed..., ETFs, Joint Ventures, Conversions, Private Client, Tax Harvesting, Teamwork, Investment Advisory, Series 7, Series 63
Education
Fairfield University 2005 — 2009
B.S., Finance
Bergen Catholic High School 2001 — 2005
Dorothy Sprague's Morgan Stanley Smith Barney Experience June 2011 - July 2011
Job
Industry Market Research
Experience
BBDO May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - July 2011
Skills
Organizing
Education
Emory University - Goizueta Business School 2009 — 2013
Pre-BBA, Finance
The Lawrenceville School 2006 — 2009
High School Diploma
BBDO May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - July 2011
Skills
Organizing
Education
Emory University - Goizueta Business School 2009 — 2013
Pre-BBA, Finance
The Lawrenceville School 2006 — 2009
High School Diploma
Maribeth Faland's Morgan Stanley Smith Barney Experience December 1989 - Present
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 1989 - Present
Education
Elmhurst College
BS, Business
Morgan Stanley Smith Barney December 1989 - Present
Education
Elmhurst College
BS, Business
Caleb Bank's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Analyst at RSPartners
Industry Financial Services
Experience
RSPartners, LLC September 2014 - Present
Houlihan Lokey July 2013 - September 2014
Oxford Finance LLC June 2012 - August 2012
US Department of the Treasury May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Education
University of Virginia 2009 — 2013
Bachelor of Science (B.S.)
ESADE Business School 2012 — 2012
RSPartners, LLC September 2014 - Present
Houlihan Lokey July 2013 - September 2014
Oxford Finance LLC June 2012 - August 2012
US Department of the Treasury May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Education
University of Virginia 2009 — 2013
Bachelor of Science (B.S.)
ESADE Business School 2012 — 2012
John Linch's Morgan Stanley Smith Barney Experience January 2000 - February 2012
Job Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2000 - February 2012
Morgan Stanley Smith Barney 2000 - 2012
Skills
Advent, Axys, Strategic Financial..., Series 6, Banking, Wealth Management, Asset Allocation
Education
El Camino College 1977 — 1981
Associate of Arts (AA), Business Administration and Management, General
FINRA
License 3,7, 8, 66
Morgan Stanley Smith Barney January 2000 - February 2012
Morgan Stanley Smith Barney 2000 - 2012
Skills
Advent, Axys, Strategic Financial..., Series 6, Banking, Wealth Management, Asset Allocation
Education
El Camino College 1977 — 1981
Associate of Arts (AA), Business Administration and Management, General
FINRA
License 3,7, 8, 66
Robert Weathers's Morgan Stanley Smith Barney Experience July 2008 - January 2011
Job Vice President, National Business Risk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2011 - Present
Morgan Stanley Smith Barney July 2008 - January 2011
Smith Barney January 2005 - June 2008
Wachovia Securities May 2002 - January 2005
Waterhouse Securities August 1999 - October 2001
Skills
Series 7, Securities, Series 63, Equities, Asset Management, Series 24, Series 3, Series 9, Series 10, Series 65
Education
Elmhurst College 1995 — 1999
BS, Economics, Philosophy, Political Science, 3.98
Morgan Stanley January 2011 - Present
Morgan Stanley Smith Barney July 2008 - January 2011
Smith Barney January 2005 - June 2008
Wachovia Securities May 2002 - January 2005
Waterhouse Securities August 1999 - October 2001
Skills
Series 7, Securities, Series 63, Equities, Asset Management, Series 24, Series 3, Series 9, Series 10, Series 65
Education
Elmhurst College 1995 — 1999
BS, Economics, Philosophy, Political Science, 3.98
Debbie Lenzycki's Morgan Stanley Smith Barney Experience Transition Field SpecialistMorgan Stanley Smith BarneyApril 2007 - Present
Job Transition Field Specialist at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney Transition Field SpecialistMorgan Stanley Smith BarneyApril 2007 - Present
Skills
Investments
Education
Fairfield University 1982 — 1985
Master of Arts (MA), International & Corporate Communications
Ohio Wesleyan University 1978 — 1982
Bachelor of Arts (BA), International Business and French
Morgan Stanley Smith Barney Transition Field SpecialistMorgan Stanley Smith BarneyApril 2007 - Present
Skills
Investments
Education
Fairfield University 1982 — 1985
Master of Arts (MA), International & Corporate Communications
Ohio Wesleyan University 1978 — 1982
Bachelor of Arts (BA), International Business and French
Sean McGovern's Morgan Stanley Smith Barney Experience April 1997 - July 2012
Job Securities Lending Trader at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott September 2012 - Present
Morgan Stanley Smith Barney April 1997 - July 2012
Washington Generals 1995 - 1997
Education
Elmira College 1991 — 1995
Bachelor of Science (B.S.), Criminal Justice and Corrections
red bank catholic
Janney Montgomery Scott September 2012 - Present
Morgan Stanley Smith Barney April 1997 - July 2012
Washington Generals 1995 - 1997
Education
Elmira College 1991 — 1995
Bachelor of Science (B.S.), Criminal Justice and Corrections
red bank catholic
Leigh Ann Mackler's Morgan Stanley Smith Barney Experience December 1998 - Present
Job Sr. Reg. CSA Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 1998 - Present
Strategic Distribution, Inc. August 1996 - May 1998
Skills
Series 63, Series 7, Uniform Combined State..., Series 65, FINRA, Mutual Funds, Retirement Planning, Customer Service, Sales, Series 6, Investments, Securities
Education
Eastern Kentucky University 1991 — 1996
Bachelor of Arts (B.A.), Elementary Education and Teaching
Eastern Kentucky University 1991 — 1996
Bachelor of Arts (BA), Elementary Education and Teaching
Morgan Stanley Smith Barney December 1998 - Present
Strategic Distribution, Inc. August 1996 - May 1998
Skills
Series 63, Series 7, Uniform Combined State..., Series 65, FINRA, Mutual Funds, Retirement Planning, Customer Service, Sales, Series 6, Investments, Securities
Education
Eastern Kentucky University 1991 — 1996
Bachelor of Arts (B.A.), Elementary Education and Teaching
Eastern Kentucky University 1991 — 1996
Bachelor of Arts (BA), Elementary Education and Teaching
Adam Yaari's Morgan Stanley Smith Barney Experience May 2011 - July 2011
Job Contingent Worker
Industry Financial Services
Experience
Solomon Page Group April 2015 - Present
Crédit Agricole CIB July 2014 - April 2015
The Federal Savings Bank June 2013 - September 2013
The Federal Savings Bank September 2012 - June 2013
Morgan Stanley Smith Barney May 2011 - July 2011
The Carlton Group, LTD. June 2010 - July 2010
Skills
Computer Proficiency, Research, Microsoft Excel, Economics, Financial Modeling, Financial Analysis, Risk Management, Leadership, Investments, Teamwork, Data Analysis, Analysis, Time Management, Corporate Finance, Strategic Financial..., Statistics, Access, Accounting, Finance, Valuation, Team Leadership, Sales, Public Speaking, Asset Management
Education
Emory University 2008 — 2012
Bachelor of Arts (BA), Economics, A-
Solomon Page Group April 2015 - Present
Crédit Agricole CIB July 2014 - April 2015
The Federal Savings Bank June 2013 - September 2013
The Federal Savings Bank September 2012 - June 2013
Morgan Stanley Smith Barney May 2011 - July 2011
The Carlton Group, LTD. June 2010 - July 2010
Skills
Computer Proficiency, Research, Microsoft Excel, Economics, Financial Modeling, Financial Analysis, Risk Management, Leadership, Investments, Teamwork, Data Analysis, Analysis, Time Management, Corporate Finance, Strategic Financial..., Statistics, Access, Accounting, Finance, Valuation, Team Leadership, Sales, Public Speaking, Asset Management
Education
Emory University 2008 — 2012
Bachelor of Arts (BA), Economics, A-
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.