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
Courtney Gibson Courtney Gibson's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Social Media Strategist at Raymond James Financial
Industry Public Relations and Communications
Experience
Raymond James Financial, Inc. June 2015 - Present
Dana Co. August 2014 - May 2015
Saks Fifth Avenue October 2013 - August 2014
Bloomingdale's SoHo October 2012 - October 2013
ICONS mrkt + pr. September 2012 - May 2013
New York Girl Style July 2012 - November 2012
The Attic Door March 2006 - August 2012
Hall Communications January 2012 - June 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Leblon Cachaca July 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Public Speaking, Press Releases, Visual Merchandising, Merchandise Planning
Education
Florida Southern College 2008 — 2012
Bachelor of Arts (B.A.), Communications, Public Relations and Advertising
Raymond James Financial, Inc. June 2015 - Present
Dana Co. August 2014 - May 2015
Saks Fifth Avenue October 2013 - August 2014
Bloomingdale's SoHo October 2012 - October 2013
ICONS mrkt + pr. September 2012 - May 2013
New York Girl Style July 2012 - November 2012
The Attic Door March 2006 - August 2012
Hall Communications January 2012 - June 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Leblon Cachaca July 2010 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Public Speaking, Press Releases, Visual Merchandising, Merchandise Planning
Education
Florida Southern College 2008 — 2012
Bachelor of Arts (B.A.), Communications, Public Relations and Advertising
Ricardo Nieto Ricardo Nieto's Morgan Stanley Smith Barney Experience January 2011 - February 2013
Job Wealth Management Advisor at Aragon Capital, LLC
Industry Financial Services
Experience
Aragon Capital, LLC March 2013 - Present
Morgan Stanley Smith Barney January 2011 - February 2013
Viewing Dots, LLC 2009 - March 2011
Chelsea Technologies 2006 - 2009
Skills
Series 7, Equities, Asset Allocation, Wealth Management, Portfolio Management, Fixed Income, Futures, Option Valuation, Investment Advisory, Mutual Funds, Securities, Financial Analysis, Financial Modeling, Series 63, Hedge Funds, Bloomberg, Investment Strategies, Options, Uniform Combined State..., Retirement Planning
Education
Florida International University - College of Business 2008 — 2010
Bachelor of Business Administration, Finance
Aragon Capital, LLC March 2013 - Present
Morgan Stanley Smith Barney January 2011 - February 2013
Viewing Dots, LLC 2009 - March 2011
Chelsea Technologies 2006 - 2009
Skills
Series 7, Equities, Asset Allocation, Wealth Management, Portfolio Management, Fixed Income, Futures, Option Valuation, Investment Advisory, Mutual Funds, Securities, Financial Analysis, Financial Modeling, Series 63, Hedge Funds, Bloomberg, Investment Strategies, Options, Uniform Combined State..., Retirement Planning
Education
Florida International University - College of Business 2008 — 2010
Bachelor of Business Administration, Finance
Ryan Starling's Morgan Stanley Smith Barney Experience October 2009 - February 2010
Job Internal Wholesaler
Industry Financial Services
Experience
CNL Securities Corp March 2013 - Present
Charles Schwab February 2011 - March 2013
OTIS February 2010 - January 2011
Morgan Stanley Smith Barney October 2009 - February 2010
OTIS May 2008 - October 2009
Merrill Lynch August 2007 - April 2008
Eddie Huggins Land Grading Co. May 2007 - August 2007
Indian River State College May 2006 - August 2006
Education
Florida State University 2005 — 2008
Bachelor of Science, Finance
CNL Securities Corp March 2013 - Present
Charles Schwab February 2011 - March 2013
OTIS February 2010 - January 2011
Morgan Stanley Smith Barney October 2009 - February 2010
OTIS May 2008 - October 2009
Merrill Lynch August 2007 - April 2008
Eddie Huggins Land Grading Co. May 2007 - August 2007
Indian River State College May 2006 - August 2006
Education
Florida State University 2005 — 2008
Bachelor of Science, Finance
John Carlin John Carlin's Morgan Stanley Smith Barney Experience October 2008 - November 2009
Job Looking for a Chief of Staff / CAO Position
Industry Financial Services
Experience
John Carlin - Self Employed June 2010 - Present
Green Delete Inc. September 2012 - August 2015
Morgan Stanley Smith Barney October 2008 - November 2009
Citigroup - CO&T / Enterprise Technology Office September 2005 - June 2008
Citigroup - Travelers LLC and TL&A Insurance Distribution LLC October 2004 - September 2005
Citigroup - Tower Square Securities, Inc. (Travelers’ Retail Broker/Dealer) February 2002 - September 2004
Citigroup - Tower Square Securities, Inc. (Travelers’ Retail Broker/Dealer) July 1997 - February 2002
Fleet Brokerage Securities / Shawmut Brokerage August 1994 - July 1997
MDS Bankmark - Shawmut Bank February 1993 - March 1994
Dean Witter Reynolds July 1991 - November 1992
Skills
Investments, Strategy, Finance, Management, Series 7, Mutual Funds, Financial Modeling, Securities, Asset Managment, Leadership, Analysis, Strategic Financial..., Fixed Income, Program Management, Financial Risk, Trading, Financial Advisory, Portfolio Management, Executive Management, Financial Services, Business Strategy, Risk Management, Asset Management, Administrative..., Project Management, Reporting & Analysis, Equities, Strategic Communications, Business Performance..., Marketing, Business Analysis, Networking, Relationship Management, Process Improvement, Operations Management, Change Management, Strategic Planning
Education
Florida State University
Balboa High School
John Carlin - Self Employed June 2010 - Present
Green Delete Inc. September 2012 - August 2015
Morgan Stanley Smith Barney October 2008 - November 2009
Citigroup - CO&T / Enterprise Technology Office September 2005 - June 2008
Citigroup - Travelers LLC and TL&A Insurance Distribution LLC October 2004 - September 2005
Citigroup - Tower Square Securities, Inc. (Travelers’ Retail Broker/Dealer) February 2002 - September 2004
Citigroup - Tower Square Securities, Inc. (Travelers’ Retail Broker/Dealer) July 1997 - February 2002
Fleet Brokerage Securities / Shawmut Brokerage August 1994 - July 1997
MDS Bankmark - Shawmut Bank February 1993 - March 1994
Dean Witter Reynolds July 1991 - November 1992
Skills
Investments, Strategy, Finance, Management, Series 7, Mutual Funds, Financial Modeling, Securities, Asset Managment, Leadership, Analysis, Strategic Financial..., Fixed Income, Program Management, Financial Risk, Trading, Financial Advisory, Portfolio Management, Executive Management, Financial Services, Business Strategy, Risk Management, Asset Management, Administrative..., Project Management, Reporting & Analysis, Equities, Strategic Communications, Business Performance..., Marketing, Business Analysis, Networking, Relationship Management, Process Improvement, Operations Management, Change Management, Strategic Planning
Education
Florida State University
Balboa High School
Ana M. Deahora, CPA's Morgan Stanley Smith Barney Experience January 2006 - May 2007
Job Assistant Controller, VP at Capital Bank
Industry Accounting
Experience
Capital Bank (Capital Bank Financial Corp.) December 2014 - Present
Capital Bank (Capital Bank Financial Corp.) July 2014 - December 2014
Capital Bank (Capital Bank Financial Corp.) May 2013 - July 2014
BankUnited October 2011 - January 2013
KPMG November 2009 - October 2011
Goldstein Schechter Koch January 2009 - November 2009
First Southwest Company May 2007 - December 2008
Morgan Stanley Smith Barney January 2006 - May 2007
Skills
Finance, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Services, Accounting, Internal Controls, SEC Filings, US GAAP, Financial Accounting, GAAP, General Ledger, Internal Audit, Financial Statements, Auditing
Education
Florida International University 2008 — 2009
MACC, Accounting
Florida International University - College of Business 2002 — 2006
BBA, Finance and Real Estate
Capital Bank (Capital Bank Financial Corp.) December 2014 - Present
Capital Bank (Capital Bank Financial Corp.) July 2014 - December 2014
Capital Bank (Capital Bank Financial Corp.) May 2013 - July 2014
BankUnited October 2011 - January 2013
KPMG November 2009 - October 2011
Goldstein Schechter Koch January 2009 - November 2009
First Southwest Company May 2007 - December 2008
Morgan Stanley Smith Barney January 2006 - May 2007
Skills
Finance, Financial Analysis, Financial Reporting, Sarbanes-Oxley Act, Financial Services, Accounting, Internal Controls, SEC Filings, US GAAP, Financial Accounting, GAAP, General Ledger, Internal Audit, Financial Statements, Auditing
Education
Florida International University 2008 — 2009
MACC, Accounting
Florida International University - College of Business 2002 — 2006
BBA, Finance and Real Estate
Gregory B. Paine's Morgan Stanley Smith Barney Experience April 2010 - November 2011
Job United Investment Group
Industry Financial Services
Experience
United Investment Group November 2011 - Present
Morgan Stanley Smith Barney April 2010 - November 2011
Edward Jones July 2008 - May 2010
Legacy Golf Corporation January 2001 - July 2008
Skills
Financial Planning, Insurance, Investments
Education
University of Phoenix 2004 — 2008
MBA, Marketing
Ferris State University 1992 — 1996
Bachelor's of Science, Marketing & Professional Golf Management
Superior Senior High School 1988 — 1992
High School Diploma, General
United Investment Group November 2011 - Present
Morgan Stanley Smith Barney April 2010 - November 2011
Edward Jones July 2008 - May 2010
Legacy Golf Corporation January 2001 - July 2008
Skills
Financial Planning, Insurance, Investments
Education
University of Phoenix 2004 — 2008
MBA, Marketing
Ferris State University 1992 — 1996
Bachelor's of Science, Marketing & Professional Golf Management
Superior Senior High School 1988 — 1992
High School Diploma, General
Andrea Ferranti Andrea Ferranti's Morgan Stanley Smith Barney Experience September 2007 - March 2008
Job Associate Counsel at LPL Financial
Industry Law Practice
Experience
LPL Financial November 2014 - Present
Florida International University January 2013 - June 2014
Financial Industry Regulatory Authority May 2013 - August 2013
Greenspoon Marder, P.A. January 2013 - May 2013
United States Bankruptcy Court July 2012 - July 2012
U.S. Securities & Exchange Commission August 2011 - November 2011
American Securities Group March 2008 - August 2009
Morgan Stanley Smith Barney September 2007 - March 2008
Centurion Alliance, Inc. February 2005 - August 2007
Morgan Stanley Smith Barney May 2004 - February 2005
Education
Florida International University - College of Law 2010 — 2013
Doctor of Law (J.D.)
Saint Mary's College 1999 — 2003
B.A., Economics
Westminster Academy 1985 — 1999
LPL Financial November 2014 - Present
Florida International University January 2013 - June 2014
Financial Industry Regulatory Authority May 2013 - August 2013
Greenspoon Marder, P.A. January 2013 - May 2013
United States Bankruptcy Court July 2012 - July 2012
U.S. Securities & Exchange Commission August 2011 - November 2011
American Securities Group March 2008 - August 2009
Morgan Stanley Smith Barney September 2007 - March 2008
Centurion Alliance, Inc. February 2005 - August 2007
Morgan Stanley Smith Barney May 2004 - February 2005
Education
Florida International University - College of Law 2010 — 2013
Doctor of Law (J.D.)
Saint Mary's College 1999 — 2003
B.A., Economics
Westminster Academy 1985 — 1999
Natasha McGrath Natasha McGrath's Morgan Stanley Smith Barney Experience June 2000 - February 2007
Job Associate Director, Operational Program Managment at WebMD/Medscape
Industry Internet
Experience
WebMD/Medscape Education March 2014 - Present
WebMD/Medscape Education June 2012 - March 2014
WebMD/Medscape Education July 2010 - June 2012
WebMD/Medscape Education November 2007 - July 2010
JPMorgan Chase March 2007 - October 2007
Morgan Stanley Smith Barney June 2000 - February 2007
Skills
Project Management, Content Management, Program Management, Editing, Team Leadership, Cross-functional Team..., Process Management, Process Improvement, Business Process, Business Process..., Program Implementation, Agile Methodologies, Web Analytics, Omniture, Information Architecture, Analytics, Project Planning, Project Portfolio..., Project Delivery, Web Content Management, Web Content, Content Development, Team Management, SharePoint, Resource Management, Marketing, Strategic Planning, Visio, Software Project..., Business Development
Education
Florida Institute of Technology 2012 — 2015
Master of Business Administration (M.B.A.), Project Management
Rider University 1993 — 1997
Bachelor of Arts (BA), Journalism
WebMD/Medscape Education March 2014 - Present
WebMD/Medscape Education June 2012 - March 2014
WebMD/Medscape Education July 2010 - June 2012
WebMD/Medscape Education November 2007 - July 2010
JPMorgan Chase March 2007 - October 2007
Morgan Stanley Smith Barney June 2000 - February 2007
Skills
Project Management, Content Management, Program Management, Editing, Team Leadership, Cross-functional Team..., Process Management, Process Improvement, Business Process, Business Process..., Program Implementation, Agile Methodologies, Web Analytics, Omniture, Information Architecture, Analytics, Project Planning, Project Portfolio..., Project Delivery, Web Content Management, Web Content, Content Development, Team Management, SharePoint, Resource Management, Marketing, Strategic Planning, Visio, Software Project..., Business Development
Education
Florida Institute of Technology 2012 — 2015
Master of Business Administration (M.B.A.), Project Management
Rider University 1993 — 1997
Bachelor of Arts (BA), Journalism
James Hivick James Hivick's Morgan Stanley Smith Barney Experience February 2000 - June 2011
Job Platinion North America a Company of the Boston Consulting Group (BCG), Expert Advisor
Industry Financial Services
Experience
Platinion North America - a Company of the Boston Consulting Group (BCG) July 2014 - Present
Decision Point Partners October 2012 - July 2014
Informa Investment Solutions, Inc. June 2011 - October 2012
Morgan Stanley Smith Barney February 2000 - June 2011
Citigroup 1996 - 2000
Citi January 1993 - January 1997
First Union Corporation January 1990 - January 1993
Bank of Montreal January 1983 - January 1990
Skills
FINRA Series 7 & 66, Completed FA UHNW..., Training, Financial Analysis, Consulting, FINRA, Business Development, Project Management, Series 7, Alternative Investments, Financial Risk..., Wealth Management..., Wealth Management, Investments, Asset Management, Strategy, Mutual Funds, CRM, Series 63, Capital Markets, Financial Advisory, Asset Allocation, Fixed Income, Separately Managed..., Series 24, Financial Services, Investment Advisory, Securities, Portfolio Management, Hedge Funds, Strategic Financial..., Investment Management, Equities, Investment Strategies, Wealth, Financial Risk, ETFs, Retirement Planning, Bonds, Finance, High Net Worth..., Relationship Management, Private Banking, Financial Planning
Education
Fairleigh Dickinson University
BS Accounting, Accounting
FINRA Series 7 & 66
Scotch Plains-Fanwood HS
Platinion North America - a Company of the Boston Consulting Group (BCG) July 2014 - Present
Decision Point Partners October 2012 - July 2014
Informa Investment Solutions, Inc. June 2011 - October 2012
Morgan Stanley Smith Barney February 2000 - June 2011
Citigroup 1996 - 2000
Citi January 1993 - January 1997
First Union Corporation January 1990 - January 1993
Bank of Montreal January 1983 - January 1990
Skills
FINRA Series 7 & 66, Completed FA UHNW..., Training, Financial Analysis, Consulting, FINRA, Business Development, Project Management, Series 7, Alternative Investments, Financial Risk..., Wealth Management..., Wealth Management, Investments, Asset Management, Strategy, Mutual Funds, CRM, Series 63, Capital Markets, Financial Advisory, Asset Allocation, Fixed Income, Separately Managed..., Series 24, Financial Services, Investment Advisory, Securities, Portfolio Management, Hedge Funds, Strategic Financial..., Investment Management, Equities, Investment Strategies, Wealth, Financial Risk, ETFs, Retirement Planning, Bonds, Finance, High Net Worth..., Relationship Management, Private Banking, Financial Planning
Education
Fairleigh Dickinson University
BS Accounting, Accounting
FINRA Series 7 & 66
Scotch Plains-Fanwood HS
Shawn Fernandes's Morgan Stanley Smith Barney Experience October 2006 - May 2010
Job MixL!VE Entertainment
Industry Music
Experience
MixL!VE Entertainment January 2006 - Present
Morgan Stanley Smith Barney October 2006 - May 2010
Skills
Entertainment, Event Planning, Parties, Music, Event Management, Corporate Events, Weddings, Entrepreneurship, Microsoft Office, Social Networking, Social Media, Marketing, Live Events, Social Media Marketing, Marketing Strategy, Customer Service
Education
Florida State University 1998 — 2002
Bachelor of Science (BS), Economics
MixL!VE Entertainment January 2006 - Present
Morgan Stanley Smith Barney October 2006 - May 2010
Skills
Entertainment, Event Planning, Parties, Music, Event Management, Corporate Events, Weddings, Entrepreneurship, Microsoft Office, Social Networking, Social Media, Marketing, Live Events, Social Media Marketing, Marketing Strategy, Customer Service
Education
Florida State University 1998 — 2002
Bachelor of Science (BS), Economics
Ekaterina Selivanova Ekaterina Selivanova's Morgan Stanley Smith Barney Experience June 2007 - August 2007
Job Registered Client Associate at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch 2013 - Present
Merrill Lynch June 2012 - August 2012
The Water Club Restaurant 2010 - 2010
Fiction Events 2010 - 2010
Tatiana Restaurant January 2008 - March 2008
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Customer Service, Microsoft Office, Financial Analysis, Investments, Valuation, Portfolio Management, Research, HTML/CSS, Social Media Marketing
Education
University of Florida - Warrington College Of Business 2011 — 2012
Bachelor of Science (B.S.), Finance, General
Florida International University - College of Business Administration 2008 — 2010
Merrill Lynch 2013 - Present
Merrill Lynch June 2012 - August 2012
The Water Club Restaurant 2010 - 2010
Fiction Events 2010 - 2010
Tatiana Restaurant January 2008 - March 2008
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Customer Service, Microsoft Office, Financial Analysis, Investments, Valuation, Portfolio Management, Research, HTML/CSS, Social Media Marketing
Education
University of Florida - Warrington College Of Business 2011 — 2012
Bachelor of Science (B.S.), Finance, General
Florida International University - College of Business Administration 2008 — 2010
Terrance Gilmore Terrance Gilmore's Morgan Stanley Smith Barney Experience July 2007 - January 2010
Job Vice President, TMS Team Leader at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2010 - Present
Morgan Stanley Smith Barney July 2007 - January 2010
Skills
Securities, Series 24, Wealth Management, Alternative Investments, Fixed Income, Equities, Asset Allocation, Mutual Funds, Project Management, Series 63, Series 7, Investments
Education
Florida Southern College 1983 — 1987
BS, Business, Finance
Morgan Stanley January 2010 - Present
Morgan Stanley Smith Barney July 2007 - January 2010
Skills
Securities, Series 24, Wealth Management, Alternative Investments, Fixed Income, Equities, Asset Allocation, Mutual Funds, Project Management, Series 63, Series 7, Investments
Education
Florida Southern College 1983 — 1987
BS, Business, Finance
Michael Ponti's Morgan Stanley Smith Barney Experience January 2014 - January 2015
Job Private Client Banker at J.P.Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank, N.A. January 2015 - Present
Morgan Stanley Smith Barney January 2014 - January 2015
JPMorgan Chase Bank, N.A. September 2011 - January 2014
Bank of America December 2009 - September 2011
Education
Florida International University
International Business
JPMorgan Chase Bank, N.A. January 2015 - Present
Morgan Stanley Smith Barney January 2014 - January 2015
JPMorgan Chase Bank, N.A. September 2011 - January 2014
Bank of America December 2009 - September 2011
Education
Florida International University
International Business
Jonathan Pinto's Morgan Stanley Smith Barney Experience May 2008 - May 2010
Job First Officer at Republic Airways Holdings, Inc.
Industry Airlines/Aviation
Experience
Republic Airways Holdings, Inc. September 2015 - Present
Air Land Sea Direct LLC June 2013 - Present
Silver Airways January 2015 - September 2015
Eastern Air Express Charter October 2012 - January 2015
Wells Fargo Capital Finance June 2011 - July 2012
Castle Pines Capital February 2010 - June 2011
Morgan Stanley Smith Barney May 2008 - May 2010
Forex Global Solutions Inc October 2007 - January 2008
Intercoastal Realty January 2003 - December 2007
Skills
Negotiation, Credit, Marketing, Business Development, Customer Service, Financial Reporting, Microsoft Excel, Due Diligence, Securities, Financial Analysis, Sales, Accounting, PowerPoint, Sales Management, Strategic Planning, Private Equity, Spanish, Advertising, US GAAP, Project Management, Piloting
Education
Florida Atlantic University 2004 — 2008
Bachelor of Science, Finance and International Business/trade
Gold Coast School of Real Estate 2007 — 2007
Sales Associate
Republic Airways Holdings, Inc. September 2015 - Present
Air Land Sea Direct LLC June 2013 - Present
Silver Airways January 2015 - September 2015
Eastern Air Express Charter October 2012 - January 2015
Wells Fargo Capital Finance June 2011 - July 2012
Castle Pines Capital February 2010 - June 2011
Morgan Stanley Smith Barney May 2008 - May 2010
Forex Global Solutions Inc October 2007 - January 2008
Intercoastal Realty January 2003 - December 2007
Skills
Negotiation, Credit, Marketing, Business Development, Customer Service, Financial Reporting, Microsoft Excel, Due Diligence, Securities, Financial Analysis, Sales, Accounting, PowerPoint, Sales Management, Strategic Planning, Private Equity, Spanish, Advertising, US GAAP, Project Management, Piloting
Education
Florida Atlantic University 2004 — 2008
Bachelor of Science, Finance and International Business/trade
Gold Coast School of Real Estate 2007 — 2007
Sales Associate
Curtis D. Whitehouse Curtis D. Whitehouse's Morgan Stanley Smith Barney Experience July 1992 - March 2009
Job Financial Advisor, Senior PIM Portfolio Manager at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors March 2009 - Present
Morgan Stanley Smith Barney July 1992 - March 2009
Skills
Investments, Retirement, Wealth-Preservation..., Asset Allocation, Investment Strategies, Fixed-Income Strategies
Education
Western Michigan University 1985 — 1988
BS-1988
Ferris State University 1982 — 1985
Real Estate
Dearborn High 1979 — 1982
Wells Fargo Advisors March 2009 - Present
Morgan Stanley Smith Barney July 1992 - March 2009
Skills
Investments, Retirement, Wealth-Preservation..., Asset Allocation, Investment Strategies, Fixed-Income Strategies
Education
Western Michigan University 1985 — 1988
BS-1988
Ferris State University 1982 — 1985
Real Estate
Dearborn High 1979 — 1982
Jayne Mills Jayne Mills's Morgan Stanley Smith Barney Experience RYT - Yoga TeacherRed Pearl YogaApril 2010 - Present
Job CIMA, VP, Portfolio Manager / Financial Advisor Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney RYT - Yoga TeacherRed Pearl YogaApril 2010 - Present
Education
Florida Atlantic University 1983 — 1986
Bachelor's of Science, Finance and Financial Management Services
Morgan Stanley Smith Barney RYT - Yoga TeacherRed Pearl YogaApril 2010 - Present
Education
Florida Atlantic University 1983 — 1986
Bachelor's of Science, Finance and Financial Management Services
Chad O'Connor Chad O'Connor's Morgan Stanley Smith Barney Experience March 2010 - August 2010
Job Financial Strategist/Marketing Assistant at O'Connor Building Company LLC
Industry Financial Services
Experience
O'Connor Building Company LLC November 2010 - Present
Morgan Stanley Smith Barney March 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Adobe, Adobe Creative Suite, Wordpress, Web Design, Web Development, Marketing Strategy, Social Media, Social Media Marketing, Social Skills, Social Networking, Financial Analysis, Corporate Finance, Financial Reporting, Business Strategy
Education
Florida Gulf Coast University 2006 — 2010
Bachelors, Finance, Economics
O'Connor Building Company LLC November 2010 - Present
Morgan Stanley Smith Barney March 2010 - August 2010
Skills
Microsoft Excel, Microsoft Word, QuickBooks, Adobe, Adobe Creative Suite, Wordpress, Web Design, Web Development, Marketing Strategy, Social Media, Social Media Marketing, Social Skills, Social Networking, Financial Analysis, Corporate Finance, Financial Reporting, Business Strategy
Education
Florida Gulf Coast University 2006 — 2010
Bachelors, Finance, Economics
Duncan Parker's Morgan Stanley Smith Barney Experience 2006 - 2008
Job Founder & Editor at The Technical Times
Industry Financial Services
Experience
The Technical Times January 2014 - Present
Minyanville Media, Inc. September 2012 - Present
See It Market March 2014 - Present
Queen Anne's Revenge, LLC/LP April 2012 - Present
New York Trader's Expo February 2014 - February 2014
Merrill Lynch 2010 - April 2012
The Delp Company 2009 - 2010
Morgan Stanley Smith Barney 2006 - 2008
Skills
Series 7, Series 66, Technical Analysis, FX trading, Futures Trading, Equity Trading, Options Strategies, Automated Trading, eSignal, Uniform Combined State..., Options, Wealth Management, Trading, Financial Markets, Electronic Trading, Proprietary Trading, Equities, Derivatives, FX Options, Commodity, Bloomberg, Hedge Funds, Investments, Currency, Portfolio Management, Trading Strategies, Trading Systems, Financial Modeling, Hedging, Alternative Investments, Foreign Exchange, ETFs, Valuation, Emerging Markets, Capital Markets, Equity Derivatives, Asset Management, Securities, Fixed Income, Investment Strategies, Bonds, Asset Allocation, Equity Research, Financial Services, Mutual Funds, Investment Banking, Finance, Investment Advisory, Investment Management, Bloomberg Terminal
Education
Flagler College 1997 — 2001
B.A., Business Administration
SUNY Fashion Institute of Technology 1999 — 2000
Associate of Science (A.S.), General Sales, Merchandising and Related Marketing Operations, Pass... I think? The Alumni Directory says I did anyway...0
DS Freeman High School 1993 — 1997
Advanced Credit Diploma, Distraction, 3.0
The Technical Times January 2014 - Present
Minyanville Media, Inc. September 2012 - Present
See It Market March 2014 - Present
Queen Anne's Revenge, LLC/LP April 2012 - Present
New York Trader's Expo February 2014 - February 2014
Merrill Lynch 2010 - April 2012
The Delp Company 2009 - 2010
Morgan Stanley Smith Barney 2006 - 2008
Skills
Series 7, Series 66, Technical Analysis, FX trading, Futures Trading, Equity Trading, Options Strategies, Automated Trading, eSignal, Uniform Combined State..., Options, Wealth Management, Trading, Financial Markets, Electronic Trading, Proprietary Trading, Equities, Derivatives, FX Options, Commodity, Bloomberg, Hedge Funds, Investments, Currency, Portfolio Management, Trading Strategies, Trading Systems, Financial Modeling, Hedging, Alternative Investments, Foreign Exchange, ETFs, Valuation, Emerging Markets, Capital Markets, Equity Derivatives, Asset Management, Securities, Fixed Income, Investment Strategies, Bonds, Asset Allocation, Equity Research, Financial Services, Mutual Funds, Investment Banking, Finance, Investment Advisory, Investment Management, Bloomberg Terminal
Education
Flagler College 1997 — 2001
B.A., Business Administration
SUNY Fashion Institute of Technology 1999 — 2000
Associate of Science (A.S.), General Sales, Merchandising and Related Marketing Operations, Pass... I think? The Alumni Directory says I did anyway...0
DS Freeman High School 1993 — 1997
Advanced Credit Diploma, Distraction, 3.0
Kristopher Fisher's Morgan Stanley Smith Barney Experience May 2008 - August 2008
Job Business Development Executive at Greater Fort Lauderdale Chamber of Commerce
Industry Marketing and Advertising
Experience
Greater Ft. Lauderdale Chamber of Commerce May 2011 - Present
Ultimate Corporate Advertising October 2010 - May 2011
Abercrombie & Fitch May 2009 - October 2010
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Marketing, Cold Calling, Customer Service, Sales, Social Media, Advertising, Account Management, Sales Management, Marketing Strategy, New Business Development, Event Planning, Social Media Marketing, Marketing Communications, Sales Operations, Business Development, Training, Online Advertising, Direct Marketing, Strategy, Public Relations, Management, Time Management, Strategic Planning, Budgets, Leadership, Business Planning, Direct Sales, Email Marketing, Event Management, Fundraising, Lead Generation, Market Research, Program Management, Social Networking, Team Building, Networking, Proposal Writing, Public Speaking, Strategic Partnerships, Online Marketing
Education
Florida State University - College of Business 2004 — 2009
Bachelor of Science (B.S.), Marketing
Florida State University - College of Business 2004 — 2009
Bachelor of Science (B.S.), Finance, General
Dale Carnegie - Skills For Success 2013 — 2014
Class: FL326
Leadership Fort Lauderdale 2013 — 2013
Leadership, Class XIX
Greater Ft. Lauderdale Chamber of Commerce May 2011 - Present
Ultimate Corporate Advertising October 2010 - May 2011
Abercrombie & Fitch May 2009 - October 2010
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Marketing, Cold Calling, Customer Service, Sales, Social Media, Advertising, Account Management, Sales Management, Marketing Strategy, New Business Development, Event Planning, Social Media Marketing, Marketing Communications, Sales Operations, Business Development, Training, Online Advertising, Direct Marketing, Strategy, Public Relations, Management, Time Management, Strategic Planning, Budgets, Leadership, Business Planning, Direct Sales, Email Marketing, Event Management, Fundraising, Lead Generation, Market Research, Program Management, Social Networking, Team Building, Networking, Proposal Writing, Public Speaking, Strategic Partnerships, Online Marketing
Education
Florida State University - College of Business 2004 — 2009
Bachelor of Science (B.S.), Marketing
Florida State University - College of Business 2004 — 2009
Bachelor of Science (B.S.), Finance, General
Dale Carnegie - Skills For Success 2013 — 2014
Class: FL326
Leadership Fort Lauderdale 2013 — 2013
Leadership, Class XIX
Lucila Donaldson Lucila Donaldson's Morgan Stanley Smith Barney Experience February 2000 - February 2003
Job Sr. Sales Professional Valeant Pharmaceuticals
Industry Pharmaceuticals
Experience
Valeant Pharmaceuticals August 2014 - Present
Valeant Pharmaceuticals May 2004 - October 2013
Pedinol Pharmacal Inc. January 2010 - April 2012
Pedinol Pharmacal Inc. December 2008 - December 2010
Morgan Stanley Smith Barney February 2000 - February 2003
Skills
Managed Care, Pharmaceutical Industry, Dermatology, Training, Selling Skills, Sales Effectiveness, Infectious Diseases, Podiatry, Practice Management, Sales Force Development, Sales Operations, Product Launch
Education
Keller Graduate School of Management of DeVry University 2002 — 2005
Master of Business Administration (M.B.A.), Marketing
Florida International University 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Valeant Pharmaceuticals August 2014 - Present
Valeant Pharmaceuticals May 2004 - October 2013
Pedinol Pharmacal Inc. January 2010 - April 2012
Pedinol Pharmacal Inc. December 2008 - December 2010
Morgan Stanley Smith Barney February 2000 - February 2003
Skills
Managed Care, Pharmaceutical Industry, Dermatology, Training, Selling Skills, Sales Effectiveness, Infectious Diseases, Podiatry, Practice Management, Sales Force Development, Sales Operations, Product Launch
Education
Keller Graduate School of Management of DeVry University 2002 — 2005
Master of Business Administration (M.B.A.), Marketing
Florida International University 1998 — 2002
Bachelor's degree, Business Administration and Management, General
Hong Ogle's Morgan Stanley Smith Barney Experience March 2001 - July 2010
Job Bank of America Houston Market President/Market Executive at Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch November 2011 - Present
Bank of America Merrill Lynch July 2010 - November 2011
Morgan Stanley Smith Barney March 2001 - July 2010
Morgan Stanley May 1999 - March 2001
Morgan Stanley 1995 - May 1999
Skills
Alternative Investments, Asset Allocation, Asset Managment, Business Development, Equities, FINRA, Financial Advisory, Financial Services, Hedge Funds, Fixed Income, Investment Advisory, Investment Strategies, Investments, Leadership, Mutual Funds, Portfolio Management, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Strategic Financial..., Wealth Management, Asset Management
Education
Florida State University 1990 — 1993
M.S.
Tsinghua University清华大学 1984 — 1989
Bachelor's Degree, Architecture
Bank of America Merrill Lynch November 2011 - Present
Bank of America Merrill Lynch July 2010 - November 2011
Morgan Stanley Smith Barney March 2001 - July 2010
Morgan Stanley May 1999 - March 2001
Morgan Stanley 1995 - May 1999
Skills
Alternative Investments, Asset Allocation, Asset Managment, Business Development, Equities, FINRA, Financial Advisory, Financial Services, Hedge Funds, Fixed Income, Investment Advisory, Investment Strategies, Investments, Leadership, Mutual Funds, Portfolio Management, Retirement Planning, Risk Management, Securities, Series 63, Series 7, Strategic Financial..., Wealth Management, Asset Management
Education
Florida State University 1990 — 1993
M.S.
Tsinghua University清华大学 1984 — 1989
Bachelor's Degree, Architecture
Jessica Tacconi Jessica Tacconi's Morgan Stanley Smith Barney Experience March 2008 - September 2008
Job Relationship Manager and Investment Specialist at Compass Group Asset Management
Industry Investment Management
Experience
Compass Group Asset Management May 2015 - Present
Compass Group LLC August 2010 - May 2015
Carrelton Asset Management September 2008 - August 2010
Morgan Stanley Smith Barney March 2008 - September 2008
Skills
Investments, Portfolio Management, Trading, Asset Management, Emerging Markets, Valuation, Alternative Investments, Investment Strategies, Capital Markets, Asset Allocation, Bloomberg, Finance, Equities, Fixed Income, Management, Financial Analysis, Hedge Funds, Financial Modeling, Mutual Funds, Financial Markets, Investment Banking, Series 7, Series 63
Education
Florida International University - College of Business Administration 2006 — 2008
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Universidad Catolica Andres Bello 2000 — 2004
Ingenieria Informatica, Computer Engineering
Compass Group Asset Management May 2015 - Present
Compass Group LLC August 2010 - May 2015
Carrelton Asset Management September 2008 - August 2010
Morgan Stanley Smith Barney March 2008 - September 2008
Skills
Investments, Portfolio Management, Trading, Asset Management, Emerging Markets, Valuation, Alternative Investments, Investment Strategies, Capital Markets, Asset Allocation, Bloomberg, Finance, Equities, Fixed Income, Management, Financial Analysis, Hedge Funds, Financial Modeling, Mutual Funds, Financial Markets, Investment Banking, Series 7, Series 63
Education
Florida International University - College of Business Administration 2006 — 2008
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Universidad Catolica Andres Bello 2000 — 2004
Ingenieria Informatica, Computer Engineering
Anthony Hart's Morgan Stanley Smith Barney Experience May 2012 - November 2012
Job Financial Analyst and MBA Student
Industry Financial Services
Experience
Emerson June 2013 - Present
UBS Wealth Management November 2012 - May 2013
Morgan Stanley Smith Barney May 2012 - November 2012
KnowledgePoint360 Group May 2011 - September 2011
Skills
Financial Modeling, Finance, Microsoft Office, Bloomberg, Investments, Financial Analysis, Microsoft Excel, Equity Research, Analysis, Portfolio Management, Mutual Funds, Management, Financial Reporting, Budgets, Wealth Management..., Insurance, PowerPoint, Research, Wealth Management, Strategic Financial..., Fixed Income, Valuation, Risk Management, Equities, Securities, Economics, Financial Markets, Oracle, Microsoft Word, Statistics, AS400 system, Concur, Investment Strategies, Corporate Finance, Hyperion HFM
Education
Montclair State University 2014 — 2016
Master of Business Administration (M.B.A.)
Fairleigh Dickinson University 2009 — 2013
BS, Finance
Emerson June 2013 - Present
UBS Wealth Management November 2012 - May 2013
Morgan Stanley Smith Barney May 2012 - November 2012
KnowledgePoint360 Group May 2011 - September 2011
Skills
Financial Modeling, Finance, Microsoft Office, Bloomberg, Investments, Financial Analysis, Microsoft Excel, Equity Research, Analysis, Portfolio Management, Mutual Funds, Management, Financial Reporting, Budgets, Wealth Management..., Insurance, PowerPoint, Research, Wealth Management, Strategic Financial..., Fixed Income, Valuation, Risk Management, Equities, Securities, Economics, Financial Markets, Oracle, Microsoft Word, Statistics, AS400 system, Concur, Investment Strategies, Corporate Finance, Hyperion HFM
Education
Montclair State University 2014 — 2016
Master of Business Administration (M.B.A.)
Fairleigh Dickinson University 2009 — 2013
BS, Finance
Marc Mathelier Jr., MBA's Morgan Stanley Smith Barney Experience January 2008 - May 2009
Job Credit Risk Management, Associate
Industry Investment Banking
Experience
Fairleigh Dickinson University July 2015 - Present
JPMorgan Chase & Co. July 2015 - Present
USA Boxing, Inc. September 2014 - Present
JPMorgan Chase & Co. February 2014 - July 2015
JPMorgan Chase & Co. September 2012 - January 2014
Toys R Us June 2011 - August 2012
Fairleigh Dickinson University August 2009 - June 2011
Bank of America May 2009 - August 2009
Morgan Stanley Smith Barney January 2008 - May 2009
Skills
MicroStrategy Reporting, SharePoint, Business Intelligence..., UAT coordination, System Integration..., SDLC, Financial Reporting, Business Process..., Third Party Vendor...
Education
Fairleigh Dickinson University 2009 — 2011
MBA, Management Information Systems
Fairleigh Dickinson University 2005 — 2009
B.S., Finance & Economics
Fairleigh Dickinson University July 2015 - Present
JPMorgan Chase & Co. July 2015 - Present
USA Boxing, Inc. September 2014 - Present
JPMorgan Chase & Co. February 2014 - July 2015
JPMorgan Chase & Co. September 2012 - January 2014
Toys R Us June 2011 - August 2012
Fairleigh Dickinson University August 2009 - June 2011
Bank of America May 2009 - August 2009
Morgan Stanley Smith Barney January 2008 - May 2009
Skills
MicroStrategy Reporting, SharePoint, Business Intelligence..., UAT coordination, System Integration..., SDLC, Financial Reporting, Business Process..., Third Party Vendor...
Education
Fairleigh Dickinson University 2009 — 2011
MBA, Management Information Systems
Fairleigh Dickinson University 2005 — 2009
B.S., Finance & Economics
S. Faraz Raza S. Faraz Raza's Morgan Stanley Smith Barney Experience May 2010 - June 2011
Job Business Intelligence
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney May 2010 - June 2011
T-Mobile August 2009 - April 2010
Skills
Direct Sales, Relationship Management, Series 6, Sales Management, Financial Advisory, Business Development, Social Media Marketing, Marketing Strategy, Social Media, Time Management
Education
Farmingdale State University of New York 2007 — 2012
Bachelor's degree, Business Management
Morgan Stanley Smith Barney May 2010 - June 2011
T-Mobile August 2009 - April 2010
Skills
Direct Sales, Relationship Management, Series 6, Sales Management, Financial Advisory, Business Development, Social Media Marketing, Marketing Strategy, Social Media, Time Management
Education
Farmingdale State University of New York 2007 — 2012
Bachelor's degree, Business Management
Giuseppe Sellitto Giuseppe Sellitto's Morgan Stanley Smith Barney Experience November 2011 - October 2012
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Wealth Management October 2012 - August 2013
Morgan Stanley Smith Barney November 2011 - October 2012
Morgan Stanley Smith Barney February 2006 - November 2011
Skills
Series 7, Series 63, Series 65, Series 9, Series 10, Series 3
Education
Fairleigh Dickinson University 2002 — 2006
Bachelor of Science (BS), Finance
Seton Hall Prep 1998 — 2002
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Wealth Management October 2012 - August 2013
Morgan Stanley Smith Barney November 2011 - October 2012
Morgan Stanley Smith Barney February 2006 - November 2011
Skills
Series 7, Series 63, Series 65, Series 9, Series 10, Series 3
Education
Fairleigh Dickinson University 2002 — 2006
Bachelor of Science (BS), Finance
Seton Hall Prep 1998 — 2002
Michelle Federman Michelle Federman's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job Brand Specialist, Retail Undergraduate Program at Amazon
Industry Marketing and Advertising
Experience
Amazon July 2015 - Present
Mack Trucks, Inc. May 2014 - August 2014
myThings May 2013 - August 2013
Morgan Stanley Smith Barney May 2012 - August 2012
The Daily Pennsylvanian January 2012 - May 2012
Barron Collier Companies August 2010 - March 2011
Synergy Real Estate March 2009 - July 2009
Skills
Microsoft Office, Adobe, Rent Manager, Microsoft Excel, Microsoft Word, Social Media, Financial Analysis, Event Planning, PowerPoint, Editing, Spanish, Research, Blogging, Public Speaking, Photoshop, Customer Service, Customer Acquisition, Social Media Marketing, Marketing Management, Social Networking, Data Analysis, Marketing Strategy, Salesforce.com, Oracle OLAP, Yammer, Facebook, Copy Editing, Leadership, Marketing, Management, Market Research, Strategy, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2011 — 2015
B.S., Economics, Spanish Minor
Florida Gulf Coast University 2009 — 2011
4.0
Amazon July 2015 - Present
Mack Trucks, Inc. May 2014 - August 2014
myThings May 2013 - August 2013
Morgan Stanley Smith Barney May 2012 - August 2012
The Daily Pennsylvanian January 2012 - May 2012
Barron Collier Companies August 2010 - March 2011
Synergy Real Estate March 2009 - July 2009
Skills
Microsoft Office, Adobe, Rent Manager, Microsoft Excel, Microsoft Word, Social Media, Financial Analysis, Event Planning, PowerPoint, Editing, Spanish, Research, Blogging, Public Speaking, Photoshop, Customer Service, Customer Acquisition, Social Media Marketing, Marketing Management, Social Networking, Data Analysis, Marketing Strategy, Salesforce.com, Oracle OLAP, Yammer, Facebook, Copy Editing, Leadership, Marketing, Management, Market Research, Strategy, Competitive Analysis
Education
University of Pennsylvania - The Wharton School 2011 — 2015
B.S., Economics, Spanish Minor
Florida Gulf Coast University 2009 — 2011
4.0
Robert Mosera Robert Mosera's Morgan Stanley Smith Barney Experience October 1999 - February 2007
Job Senior Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors February 2007 - Present
Morgan Stanley Smith Barney October 1999 - February 2007
Prudential Securities August 1996 - October 1999
Deanco, Inc March 1987 - June 1996
Skills
Investments, Retirement, Estate Planning, IRAs
Education
Fairleigh Dickinson University 1984 — 1987
MBA, Finance
Fairleigh Dickinson University-Metropolitan Campus 1978 — 1981
BS, Marketing
Wells Fargo Advisors February 2007 - Present
Morgan Stanley Smith Barney October 1999 - February 2007
Prudential Securities August 1996 - October 1999
Deanco, Inc March 1987 - June 1996
Skills
Investments, Retirement, Estate Planning, IRAs
Education
Fairleigh Dickinson University 1984 — 1987
MBA, Finance
Fairleigh Dickinson University-Metropolitan Campus 1978 — 1981
BS, Marketing
Nicholas Woodhull Nicholas Woodhull's Morgan Stanley Smith Barney Experience July 2011 - January 2012
Job Financial Analyst at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs June 2013 - Present
Massey Quick & Co., LLC September 2012 - May 2013
Tinari Economics Group (TEG) May 2012 - August 2012
Morgan Stanley Smith Barney July 2011 - January 2012
Skills
Hold Series 7, Series 66
Education
Fairleigh Dickinson University 2009 — 2013
Bachelor of Science (BS), Finance
Goldman Sachs June 2013 - Present
Massey Quick & Co., LLC September 2012 - May 2013
Tinari Economics Group (TEG) May 2012 - August 2012
Morgan Stanley Smith Barney July 2011 - January 2012
Skills
Hold Series 7, Series 66
Education
Fairleigh Dickinson University 2009 — 2013
Bachelor of Science (BS), Finance
Jeff Altomari Jeff Altomari's Morgan Stanley Smith Barney Experience June 2009 - May 2013
Job Senior Financial Advisor/PartnerThe Hudson Valley Financial GroupWells Fargo Advisors Financial Network
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network May 2013 - Present
Morgan Stanley Smith Barney June 2009 - May 2013
Smith Barney September 2003 - June 2009
A.G. Edwards & Sons, Inc. March 1992 - October 2003
Skills
Portfolio Management, Retirement Income..., Investments, Financial Advisory, Retirement Planning, Mutual Funds, Series 7, Financial Services, Asset Allocation, Retirement, Equities, Investment Strategies, Insurance, IRAs, 401k Rollovers, Risk Management, Multigenerational..., Relationship Management, Tax-Efficient Strategies, Estate Investment..., Simple IRA, Roth IRA, Bonds, Retirement Savings, Variable Annuities, Retirement Plan..., Multi-generational...
Education
Ithaca College 1988 — 1991
B.S., Economics Management
Florida International University 1986 — 1988
Hospitality Management
Highland High School 1982 — 1986
Wells Fargo Advisors Financial Network May 2013 - Present
Morgan Stanley Smith Barney June 2009 - May 2013
Smith Barney September 2003 - June 2009
A.G. Edwards & Sons, Inc. March 1992 - October 2003
Skills
Portfolio Management, Retirement Income..., Investments, Financial Advisory, Retirement Planning, Mutual Funds, Series 7, Financial Services, Asset Allocation, Retirement, Equities, Investment Strategies, Insurance, IRAs, 401k Rollovers, Risk Management, Multigenerational..., Relationship Management, Tax-Efficient Strategies, Estate Investment..., Simple IRA, Roth IRA, Bonds, Retirement Savings, Variable Annuities, Retirement Plan..., Multi-generational...
Education
Ithaca College 1988 — 1991
B.S., Economics Management
Florida International University 1986 — 1988
Hospitality Management
Highland High School 1982 — 1986
Deborah A. Thomas, PMP's Morgan Stanley Smith Barney Experience 2009 - April 2013
Job IT Project Manager
Industry Financial Services
Experience
Merrill Lynch November 2013 - Present
Morgan Stanley Smith Barney 2009 - April 2013
Citi (Smith Barney Unit) 2001 - 2009
Smith Barney Shearson/Salomon Smith Barney/Citigroup 1994 - 2001
Smith Barney/Smith Barney Shearson 1992 - 1994
Skills
SDLC, Project Management, Business Analysis, Leadership, Teamwork, Financial Services
Education
Florida State University
BA, Mathematics (secondary concentration: Computer Science, minor: Statistics)
Merrill Lynch November 2013 - Present
Morgan Stanley Smith Barney 2009 - April 2013
Citi (Smith Barney Unit) 2001 - 2009
Smith Barney Shearson/Salomon Smith Barney/Citigroup 1994 - 2001
Smith Barney/Smith Barney Shearson 1992 - 1994
Skills
SDLC, Project Management, Business Analysis, Leadership, Teamwork, Financial Services
Education
Florida State University
BA, Mathematics (secondary concentration: Computer Science, minor: Statistics)
Nicole Huau Nicole Huau's Morgan Stanley Smith Barney Experience September 2008 - August 2010
Job Senior Registered Client Associate
Industry Financial Services
Experience
Financial Services Firm May 2012 - Present
JPMorgan Chase August 2010 - April 2012
Morgan Stanley Smith Barney September 2008 - August 2010
Merrill Lynch March 2006 - September 2008
US Advisors, LLC August 2005 - March 2006
John Hancock March 2003 - August 2005
John Hancock August 2000 - March 2003
John Hancock November 1999 - August 2000
Skills
Series 7, Series 63, Series 65, Series 24, Life & Health Insurance..., Variable Products, Microsoft Word, Microsoft Excel, Outlook, Strategic Planning, Fixed Annuities, Leadership, Finance, Management, Marketing
Education
The George Washington University 1997 — 1998
Master of Arts, Infant Special Education, GPA: 3.9 (on 4.0 scale)
Florida State University 1992 — 1996
Bachelor of Science (BS), Child Development, GPA: 3.58 (on 4.0 scale)
Financial Services Firm May 2012 - Present
JPMorgan Chase August 2010 - April 2012
Morgan Stanley Smith Barney September 2008 - August 2010
Merrill Lynch March 2006 - September 2008
US Advisors, LLC August 2005 - March 2006
John Hancock March 2003 - August 2005
John Hancock August 2000 - March 2003
John Hancock November 1999 - August 2000
Skills
Series 7, Series 63, Series 65, Series 24, Life & Health Insurance..., Variable Products, Microsoft Word, Microsoft Excel, Outlook, Strategic Planning, Fixed Annuities, Leadership, Finance, Management, Marketing
Education
The George Washington University 1997 — 1998
Master of Arts, Infant Special Education, GPA: 3.9 (on 4.0 scale)
Florida State University 1992 — 1996
Bachelor of Science (BS), Child Development, GPA: 3.58 (on 4.0 scale)
Wallace Legg Wallace Legg's Morgan Stanley Smith Barney Experience July 2008 - June 2012
Job Owner/Manager at W.V. Legg Financial Management, LLC
Industry Investment Management
Experience
W.V. Legg Financial Management, LLC July 2012 - Present
Morgan Stanley Smith Barney July 2008 - June 2012
Cypress Capital Group September 2006 - January 2008
Nothern Trust May 1999 - August 2006
US. Trust Company January 1995 - April 1999
SunTrust Bank 1994 - 1995
Bankers Trust 1990 - 1994
Skills
Finance, Strategic Financial..., Estate Planning, Bonds, Wealth Management..., Derivatives, Financial Modeling, Valuation, Capital Markets, Bloomberg, Financial Services, Options, Financial Analysis, Retirement, ETFs, Financial Markets, Trading, Financial Advisory, Private Equity, Wealth
Education
Florida Atlantic University 1987 — 1989
Master of Business Administration (M.B.A.), Finance, 3.6
Florida Atlantic University 1985 — 1987
Bachelor of Business Administration (B.B.A.), Finance, General, 3.6 Honors
W.V. Legg Financial Management, LLC July 2012 - Present
Morgan Stanley Smith Barney July 2008 - June 2012
Cypress Capital Group September 2006 - January 2008
Nothern Trust May 1999 - August 2006
US. Trust Company January 1995 - April 1999
SunTrust Bank 1994 - 1995
Bankers Trust 1990 - 1994
Skills
Finance, Strategic Financial..., Estate Planning, Bonds, Wealth Management..., Derivatives, Financial Modeling, Valuation, Capital Markets, Bloomberg, Financial Services, Options, Financial Analysis, Retirement, ETFs, Financial Markets, Trading, Financial Advisory, Private Equity, Wealth
Education
Florida Atlantic University 1987 — 1989
Master of Business Administration (M.B.A.), Finance, 3.6
Florida Atlantic University 1985 — 1987
Bachelor of Business Administration (B.B.A.), Finance, General, 3.6 Honors
Chad Canfield's Morgan Stanley Smith Barney Experience 2011 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2011 - Present
Skills
Football, Investments, Retirement Planning, Series 7, Financial Planning, Investment Advisory
Education
Florida State University - College of Business 2006 — 2008
M.B.A., Master of Business Administration
Florida State University - College of Business 2002 — 2006
Bachelor of Science, Finance / Real Estate
Morgan Stanley Smith Barney 2011 - Present
Skills
Football, Investments, Retirement Planning, Series 7, Financial Planning, Investment Advisory
Education
Florida State University - College of Business 2006 — 2008
M.B.A., Master of Business Administration
Florida State University - College of Business 2002 — 2006
Bachelor of Science, Finance / Real Estate
Samuel Carlisle's Morgan Stanley Smith Barney Experience March 2006 - Present
Job First Vice President, Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2006 - Present
Robert W. Baird & Co. January 2005 - March 2006
SouthTrust Securities, Inc. September 1994 - December 2004
Education
Florida State University 1966 — 1970
Bachelor of Science, Education
Morgan Stanley Smith Barney March 2006 - Present
Robert W. Baird & Co. January 2005 - March 2006
SouthTrust Securities, Inc. September 1994 - December 2004
Education
Florida State University 1966 — 1970
Bachelor of Science, Education
Amanda Tifft Amanda Tifft's Morgan Stanley Smith Barney Experience December 2007 - January 2009
Job HR Coordinator at Atlas Paper Mills, LLC
Industry Marketing and Advertising
Experience
Atlas Paper Mills, LLC August 2015 - Present
Atlas Paper Mills, LLC February 2014 - Present
Enterprise Rent-A-Car August 2013 - February 2014
Enterprise Rent-A-Car May 2012 - August 2013
Construction Journal February 2010 - May 2012
The Green Factor August 2011 - February 2012
Construction Journal June 2009 - February 2010
Morgan Stanley Smith Barney December 2007 - January 2009
The Capital Group, LLC June 2007 - August 2007
Skills
Microsoft Word, Microsoft Excel, Microsoft Outlook, Customer Service, Outlook, SEO, PowerPoint, Business Analysis, Microsoft Office, Management, Sales, Time Management, Marketing, Newsletters, Public Speaking, Photoshop
Education
Florida International University 2014 — 2014
Human Resource Management Certificate
Florida International University 2010 — 2011
International MBA
University of Miami 2005 — 2009
BBA, Marketing, Minor in Motion Pictures
Atlas Paper Mills, LLC August 2015 - Present
Atlas Paper Mills, LLC February 2014 - Present
Enterprise Rent-A-Car August 2013 - February 2014
Enterprise Rent-A-Car May 2012 - August 2013
Construction Journal February 2010 - May 2012
The Green Factor August 2011 - February 2012
Construction Journal June 2009 - February 2010
Morgan Stanley Smith Barney December 2007 - January 2009
The Capital Group, LLC June 2007 - August 2007
Skills
Microsoft Word, Microsoft Excel, Microsoft Outlook, Customer Service, Outlook, SEO, PowerPoint, Business Analysis, Microsoft Office, Management, Sales, Time Management, Marketing, Newsletters, Public Speaking, Photoshop
Education
Florida International University 2014 — 2014
Human Resource Management Certificate
Florida International University 2010 — 2011
International MBA
University of Miami 2005 — 2009
BBA, Marketing, Minor in Motion Pictures
Adam Billups Adam Billups's Morgan Stanley Smith Barney Experience 2010 - Present
Job at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2010 - Present
Education
Florida Agricultural and Mechanical University 2003 — 2009
MBA
Morgan Stanley Smith Barney 2010 - Present
Education
Florida Agricultural and Mechanical University 2003 — 2009
MBA
Estefania Chuecos Estefania Chuecos's Morgan Stanley Smith Barney Experience February 2008 - September 2010
Job Offshore Client Advisor
Industry Investment Management
Experience
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management January 2012 - Present
JPMorgan Chase September 2010 - January 2012
Morgan Stanley Smith Barney February 2008 - September 2010
Citi Smith Barney September 2007 - December 2007
Education
Academy of Healing Nutrition 2013 — 2014
Holistic Health Coach, Foods, Nutrition, and Wellness Studies, General
Florida International University 2004 — 2007
Bachelor of Business Administration, Finance
J.P. Morgan Asset Management January 2015 - Present
J.P. Morgan Asset Management January 2012 - Present
JPMorgan Chase September 2010 - January 2012
Morgan Stanley Smith Barney February 2008 - September 2010
Citi Smith Barney September 2007 - December 2007
Education
Academy of Healing Nutrition 2013 — 2014
Holistic Health Coach, Foods, Nutrition, and Wellness Studies, General
Florida International University 2004 — 2007
Bachelor of Business Administration, Finance
Lauren Chacho Lauren Chacho's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Financial Analyst at Synapse, a Time Inc. company
Industry Financial Services
Experience
Synapse August 2013 - Present
Synapse May 2012 - August 2013
CAPITAL RESEARCH PARTNERS May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Essbase, Business Objects, Microsoft Excel, PowerPoint, Data Analysis, Marketing, Public Speaking, Customer Service, Microsoft Word, Microsoft Office, Social Media Marketing, Social Networking, Social Media, Facebook, Leadership
Education
Fairfield University 2008 — 2012
BS, Finance
Rouen Business School 2010 — 2010
Finance, Management
Kent School 2004 — 2008
New York University
Master of Business Administration (MBA)
Synapse August 2013 - Present
Synapse May 2012 - August 2013
CAPITAL RESEARCH PARTNERS May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Essbase, Business Objects, Microsoft Excel, PowerPoint, Data Analysis, Marketing, Public Speaking, Customer Service, Microsoft Word, Microsoft Office, Social Media Marketing, Social Networking, Social Media, Facebook, Leadership
Education
Fairfield University 2008 — 2012
BS, Finance
Rouen Business School 2010 — 2010
Finance, Management
Kent School 2004 — 2008
New York University
Master of Business Administration (MBA)
Jacob Timm's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Vice President, Director of Retirement Planning at Ten Capital Investment Advisors
Industry Financial Services
Experience
Ten Capital Investment Advisors LLC April 2014 - Present
Ten Capital Investment Advisors LLC January 2012 - Present
Parkinsons Resource Center of Spokane October 2011 - Present
Morgan Stanley Smith Barney 2010 - 2011
US Bank August 2008 - December 2010
US Bank June 2007 - August 2008
Skills
Wealth Management, Retirement Planning, Financial Planning, Investment Strategies, Strategic Planning, Retirement Income..., 401k Rollovers, Defined Benefit Plans, Retirement, Strategic Financial..., Defined Benefit, Entrepreneurship, Investments, Marketing, Risk Management, Portfolio Management, Banking, Small Business, Financial Analysis, Notary Public
Education
Florida State University - College of Business 2001 — 2004
BA, Business Marketing, Sales and Customer Relationship Management
Washington State University - College of Business and Economics 1999 — 2001
Business Marketing and Economics
Ten Capital Investment Advisors LLC April 2014 - Present
Ten Capital Investment Advisors LLC January 2012 - Present
Parkinsons Resource Center of Spokane October 2011 - Present
Morgan Stanley Smith Barney 2010 - 2011
US Bank August 2008 - December 2010
US Bank June 2007 - August 2008
Skills
Wealth Management, Retirement Planning, Financial Planning, Investment Strategies, Strategic Planning, Retirement Income..., 401k Rollovers, Defined Benefit Plans, Retirement, Strategic Financial..., Defined Benefit, Entrepreneurship, Investments, Marketing, Risk Management, Portfolio Management, Banking, Small Business, Financial Analysis, Notary Public
Education
Florida State University - College of Business 2001 — 2004
BA, Business Marketing, Sales and Customer Relationship Management
Washington State University - College of Business and Economics 1999 — 2001
Business Marketing and Economics
Jason Braatz, CFP® Jason Braatz, CFP®'s Morgan Stanley Smith Barney Experience October 2004 - November 2012
Job First Vice President Wealth Management
Industry Financial Services
Experience
Merrill Lynch November 2012 - Present
Morgan Stanley Smith Barney October 2004 - November 2012
Morgan Stanley March 2001 - October 2004
Skills
Strategic Financial..., Retirement Planning, Series 7, Finance, Risk Management, Portfolio Management, Financial Services, Series 63, Investments, Financial Analysis, Wealth Management, Asset Allocation, Insurance, Mutual Funds, Financial Modeling, Asset Management, Retirement, Securities, Strategy, Financial Planning, Strategic Planning, 401k
Education
Fairleigh Dickinson University 2004 — 2006
CFP
Nyack College 1996 — 2000
Merrill Lynch November 2012 - Present
Morgan Stanley Smith Barney October 2004 - November 2012
Morgan Stanley March 2001 - October 2004
Skills
Strategic Financial..., Retirement Planning, Series 7, Finance, Risk Management, Portfolio Management, Financial Services, Series 63, Investments, Financial Analysis, Wealth Management, Asset Allocation, Insurance, Mutual Funds, Financial Modeling, Asset Management, Retirement, Securities, Strategy, Financial Planning, Strategic Planning, 401k
Education
Fairleigh Dickinson University 2004 — 2006
CFP
Nyack College 1996 — 2000
Will Cottle, AAMS® Will Cottle, AAMS®'s Morgan Stanley Smith Barney Experience 2007 - 2010
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones June 2010 - Present
Morgan Stanley Smith Barney 2007 - 2010
Balcones Country Club 2003 - 2006
Skills
Series 7, Series 66, Registered Investment..., Retirement Planning, Uniform Combined State..., Estate Planning, 529 Plans, Fixed Annuities, Investments, Accident, Wealth Management..., Leadership, Financial Services, Strategic Financial..., Securities, Insurance, Finance, Mutual Funds, Financial Planning
Education
Florida Atlantic University
BBA, Cum Laude, Finance
Edward Jones June 2010 - Present
Morgan Stanley Smith Barney 2007 - 2010
Balcones Country Club 2003 - 2006
Skills
Series 7, Series 66, Registered Investment..., Retirement Planning, Uniform Combined State..., Estate Planning, 529 Plans, Fixed Annuities, Investments, Accident, Wealth Management..., Leadership, Financial Services, Strategic Financial..., Securities, Insurance, Finance, Mutual Funds, Financial Planning
Education
Florida Atlantic University
BBA, Cum Laude, Finance
Peter Gomez Peter Gomez's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge October 2013 - Present
Euro Pacific Capital September 2012 - September 2013
Morgan Stanley Smith Barney 2010 - 2011
Morgan Stanley Smith Barney June 2009 - December 2009
Air Force 2007 - 2009
Parris Island Veterinary Clinic August 2005 - January 2007
Miami East Recruiting Station October 2003 - August 2005
Skills
Bloomberg, Thompson One, Bloomberg Terminal, Spanish, Microsoft Excel, Microsoft Word, Technical Analysis, Fundamental Analysis, Retirement Planning, Latin America, Precious Metals, Investments, Equities, Finance, Business Development, Investment Strategies, Series 7, CRM, Alternative Investments, Securities, Series 63, Asset Allocation, Portfolio Management, Management, Wealth Management, Financial Services, Mutual Funds
Education
Florida International University 2008 — 2009
Bachelors, Finance and International Business
Florida International University 2008 — 2009
Bachelor, Business Administration; International Business and Finance
Merrill Edge October 2013 - Present
Euro Pacific Capital September 2012 - September 2013
Morgan Stanley Smith Barney 2010 - 2011
Morgan Stanley Smith Barney June 2009 - December 2009
Air Force 2007 - 2009
Parris Island Veterinary Clinic August 2005 - January 2007
Miami East Recruiting Station October 2003 - August 2005
Skills
Bloomberg, Thompson One, Bloomberg Terminal, Spanish, Microsoft Excel, Microsoft Word, Technical Analysis, Fundamental Analysis, Retirement Planning, Latin America, Precious Metals, Investments, Equities, Finance, Business Development, Investment Strategies, Series 7, CRM, Alternative Investments, Securities, Series 63, Asset Allocation, Portfolio Management, Management, Wealth Management, Financial Services, Mutual Funds
Education
Florida International University 2008 — 2009
Bachelors, Finance and International Business
Florida International University 2008 — 2009
Bachelor, Business Administration; International Business and Finance
Brian Schroeder Brian Schroeder's Morgan Stanley Smith Barney Experience 2006 - 2008
Job Director at UBS Financial Services
Industry Financial Services
Experience
UBS March 2008 - Present
Morgan Stanley Smith Barney 2006 - 2008
Meg Green and Associates 2003 - 2006
Morgan Stanley Smith Barney 2001 - 2003
First Union Securities 1999 - 2001
Skills
Wealth Management, Strategic Financial..., Series 7, Training, Coaching, Retirement Planning, Mutual Funds, Investment Advisory, Technology Training, Productivity Coaching, Financial Planning, Investments, Finance, Series 63, Asset Allocation, Securities, Asset Management, Investment Strategies, Management, Fixed Income
Education
Florida Atlantic University 2003 — 2005
Masters, MBA
University of Central Florida - College of Business Administration 1994 — 1998
Bachelors, Business Administration: Finance Major
UBS March 2008 - Present
Morgan Stanley Smith Barney 2006 - 2008
Meg Green and Associates 2003 - 2006
Morgan Stanley Smith Barney 2001 - 2003
First Union Securities 1999 - 2001
Skills
Wealth Management, Strategic Financial..., Series 7, Training, Coaching, Retirement Planning, Mutual Funds, Investment Advisory, Technology Training, Productivity Coaching, Financial Planning, Investments, Finance, Series 63, Asset Allocation, Securities, Asset Management, Investment Strategies, Management, Fixed Income
Education
Florida Atlantic University 2003 — 2005
Masters, MBA
University of Central Florida - College of Business Administration 1994 — 1998
Bachelors, Business Administration: Finance Major
Daniel W Spainhour's Morgan Stanley Smith Barney Experience 2009 - August 2009
Job Chartered Advisor in Philanthropy®, Account Executive at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott August 2009 - Present
Morgan Stanley Smith Barney 2009 - August 2009
Citi Smith Barney 2005 - 2009
Legg Mason Wood Walker 1996 - 2005
Insteel Wire Products 1993 - 1996
Skills
Wealth Management, Retirement, Strategic Financial..., Retirement Planning, Series 7, Estate Planning, Mutual Funds, Investment Advisory, Asset Management, Series 65, Asset Allocation, Fixed Annuities, Investment Strategies, Series 63, Securities, Alternative Investments, Financial Advisory, Variable Annuities, Uniform Combined State..., FINRA, 401k, ETFs, Life Insurance
Education
Florida State University 1984 — 1988
Janney Montgomery Scott August 2009 - Present
Morgan Stanley Smith Barney 2009 - August 2009
Citi Smith Barney 2005 - 2009
Legg Mason Wood Walker 1996 - 2005
Insteel Wire Products 1993 - 1996
Skills
Wealth Management, Retirement, Strategic Financial..., Retirement Planning, Series 7, Estate Planning, Mutual Funds, Investment Advisory, Asset Management, Series 65, Asset Allocation, Fixed Annuities, Investment Strategies, Series 63, Securities, Alternative Investments, Financial Advisory, Variable Annuities, Uniform Combined State..., FINRA, 401k, ETFs, Life Insurance
Education
Florida State University 1984 — 1988
Martin O'Sullivan Martin O'Sullivan's Morgan Stanley Smith Barney Experience September 2010 - March 2012
Job Partner at O'Sullivan & Sons, LLC
Industry Hospitality
Experience
O'Sullivan & Sons, LLC April 2012 - Present
Morgan Stanley Smith Barney September 2010 - March 2012
Rochester Razorsharks January 2009 - April 2010
Skills
Sports, Marketing, Equities, PowerPoint, Microsoft Excel, Gastronomy, Real Estate
Education
Fairfield University 2004 — 2008
BS, Finance and Marketing
McQuaid Jesuit High School 1999 — 2003
O'Sullivan & Sons, LLC April 2012 - Present
Morgan Stanley Smith Barney September 2010 - March 2012
Rochester Razorsharks January 2009 - April 2010
Skills
Sports, Marketing, Equities, PowerPoint, Microsoft Excel, Gastronomy, Real Estate
Education
Fairfield University 2004 — 2008
BS, Finance and Marketing
McQuaid Jesuit High School 1999 — 2003
Lori Delin Lori Delin's Morgan Stanley Smith Barney Experience August 2008 - December 2010
Job Owner at TruColors Contracting
Industry Construction
Experience
TruColors Contracting September 2010 - Present
Morgan Stanley Smith Barney August 2008 - December 2010
UBS Financial Services 1999 - 2009
Skills
Small Business, Construction, Residential Homes, Real Estate, Budgets, Contract Negotiation, New Business Development, Construction Management, Contract Management, Business Planning, Negotiation, Strategic Planning, Team Building, Process Scheduler, Project Management, Sales, Business Development, Sales Management
Education
Florida Atlantic University 1991 — 1993
Bachelors, Business
Patchogue Medford High School 1986 — 1989
TruColors Contracting September 2010 - Present
Morgan Stanley Smith Barney August 2008 - December 2010
UBS Financial Services 1999 - 2009
Skills
Small Business, Construction, Residential Homes, Real Estate, Budgets, Contract Negotiation, New Business Development, Construction Management, Contract Management, Business Planning, Negotiation, Strategic Planning, Team Building, Process Scheduler, Project Management, Sales, Business Development, Sales Management
Education
Florida Atlantic University 1991 — 1993
Bachelors, Business
Patchogue Medford High School 1986 — 1989
Nicole Wesley Nicole Wesley's Morgan Stanley Smith Barney Experience November 2004 - January 2012
Job Wealth Strategy Associate at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management December 2013 - Present
Peloton Wealth Strategists January 2012 - December 2013
Morgan Stanley Smith Barney November 2004 - January 2012
Education
Florida Institute of Technology 1995 — 1999
Bachelor of Science, Biology
UBS Wealth Management December 2013 - Present
Peloton Wealth Strategists January 2012 - December 2013
Morgan Stanley Smith Barney November 2004 - January 2012
Education
Florida Institute of Technology 1995 — 1999
Bachelor of Science, Biology
Brittany Beadle's Morgan Stanley Smith Barney Experience May 2005 - August 2005
Job Manager, Outdoor Recreation at United States Department of Defense
Industry Events Services
Experience
United States Department of Defense January 2013 - Present
United States Department of Defense April 2009 - January 2013
Florida State University August 2007 - December 2008
The Florida Senate January 2008 - May 2008
United Way of Marion County May 2007 - August 2007
Lee's Place, Inc January 2007 - May 2007
The Florida Senate January 2007 - May 2007
Citrus County Chamber of Commerce May 2006 - August 2006
Morgan Stanley Smith Barney May 2005 - August 2005
Skills
Event Management, Press Releases, Event Planning, Fundraising, Marketing, Management, Public Speaking, Advertising, Leadership, Program Management, Public Relations, Social Media, Customer Service, Community Outreach, Budgets, Microsoft Office, Nonprofits
Education
Florida State University 2007 — 2008
MS, Recreation Management
Florida State University 2004 — 2007
BS, Recreation & Leisure Services Administration
United States Department of Defense January 2013 - Present
United States Department of Defense April 2009 - January 2013
Florida State University August 2007 - December 2008
The Florida Senate January 2008 - May 2008
United Way of Marion County May 2007 - August 2007
Lee's Place, Inc January 2007 - May 2007
The Florida Senate January 2007 - May 2007
Citrus County Chamber of Commerce May 2006 - August 2006
Morgan Stanley Smith Barney May 2005 - August 2005
Skills
Event Management, Press Releases, Event Planning, Fundraising, Marketing, Management, Public Speaking, Advertising, Leadership, Program Management, Public Relations, Social Media, Customer Service, Community Outreach, Budgets, Microsoft Office, Nonprofits
Education
Florida State University 2007 — 2008
MS, Recreation Management
Florida State University 2004 — 2007
BS, Recreation & Leisure Services Administration
Elizabeth Slack Cambareri's Morgan Stanley Smith Barney Experience January 2005 - April 2011
Job Vice President, Banker at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan April 2011 - Present
Morgan Stanley Smith Barney January 2005 - April 2011
Merrill Lynch June 1996 - January 2005
Skills
Wealth Management, Financial Advisory, Finance, Banking, Wealth Management..., Wealth, Financial Analysis
Education
Florida State University 1989 — 1994
BS, Finance
Seabreeze High School 1986 — 1989
J.P. Morgan April 2011 - Present
Morgan Stanley Smith Barney January 2005 - April 2011
Merrill Lynch June 1996 - January 2005
Skills
Wealth Management, Financial Advisory, Finance, Banking, Wealth Management..., Wealth, Financial Analysis
Education
Florida State University 1989 — 1994
BS, Finance
Seabreeze High School 1986 — 1989
Todd Locovare Todd Locovare's Morgan Stanley Smith Barney Experience June 2010 - June 2011
Job Regional Sales Manager
Industry Hospital & Health Care
Experience
The Clorox Company October 2011 - Present
Morgan Stanley Smith Barney June 2010 - June 2011
sanofi-aventis March 2003 - June 2010
sanofi-aventis February 2002 - March 2003
Aerotek August 1997 - February 2002
Skills
Cold Calling, Sales Operations, Recruiting, Sales, Management, Team Leadership, Training, Sourcing, Lead Generation, Sales Management, Marketing, Account Management, Networking, Business Development
Education
Fairleigh Dickinson University 1995 — 1997
Bachelor of Science, Marketing
The Clorox Company October 2011 - Present
Morgan Stanley Smith Barney June 2010 - June 2011
sanofi-aventis March 2003 - June 2010
sanofi-aventis February 2002 - March 2003
Aerotek August 1997 - February 2002
Skills
Cold Calling, Sales Operations, Recruiting, Sales, Management, Team Leadership, Training, Sourcing, Lead Generation, Sales Management, Marketing, Account Management, Networking, Business Development
Education
Fairleigh Dickinson University 1995 — 1997
Bachelor of Science, Marketing
Eric Levy, CFP®'s Morgan Stanley Smith Barney Experience December 2002 - September 2010
Job Vice President Wealth Management, Senior Portfolio Manager, Wealth Advisor at UBS
Industry Financial Services
Experience
UBS September 2010 - Present
Morgan Stanley Smith Barney December 2002 - September 2010
Education
Nova Southeastern University 2000 — 2001
MBA, Business
Florida Atlantic University 1998 — 2000
B.A., Finance & Business Management
UBS September 2010 - Present
Morgan Stanley Smith Barney December 2002 - September 2010
Education
Nova Southeastern University 2000 — 2001
MBA, Business
Florida Atlantic University 1998 — 2000
B.A., Finance & Business Management
michele basilici michele basilici's Morgan Stanley Smith Barney Experience February 1981 - December 1986
Job Vice President and Senior Portfolio Manager at Wachovia, A Wells Fargo Company
Industry Investment Management
Experience
Wachovia, A Wells Fargo Company July 2006 - October 2009
Beacon Trust Company, Madison, NJ 2003 - 2006
Fleet Bank 1994 - 2002
The Bank of New York November 1987 - March 1994
Rockefeller & Co., Inc. November 1985 - November 1987
Morgan Stanley Smith Barney February 1981 - December 1986
Ivan F Boesky & Co November 1978 - January 1981
Skills
Investment Advisory, Business Relationship..., Compliance, New Business Development, Qualitative Research, Wealth Management, Institutional Investors, Trust Management
Education
Fairleigh Dickinson University 1990 — 1995
MBA, Finance
Fairleigh Dickinson University
Certified Financial Planner
Rutgers University's Douglass College
BA, Political Science
Wachovia, A Wells Fargo Company July 2006 - October 2009
Beacon Trust Company, Madison, NJ 2003 - 2006
Fleet Bank 1994 - 2002
The Bank of New York November 1987 - March 1994
Rockefeller & Co., Inc. November 1985 - November 1987
Morgan Stanley Smith Barney February 1981 - December 1986
Ivan F Boesky & Co November 1978 - January 1981
Skills
Investment Advisory, Business Relationship..., Compliance, New Business Development, Qualitative Research, Wealth Management, Institutional Investors, Trust Management
Education
Fairleigh Dickinson University 1990 — 1995
MBA, Finance
Fairleigh Dickinson University
Certified Financial Planner
Rutgers University's Douglass College
BA, Political Science
James Baratta's Morgan Stanley Smith Barney Experience June 2010 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2010 - Present
Sam Saad for Naples City Council November 2009 - February 2010
Nick Loeb for State Senate May 2009 - October 2009
Education
Florida State University - College of Business 2007 — 2008
MBA
Florida State University - College of Business 2003 — 2007
Bachelor of Science, Finance and Real Estate
Morgan Stanley Smith Barney June 2010 - Present
Sam Saad for Naples City Council November 2009 - February 2010
Nick Loeb for State Senate May 2009 - October 2009
Education
Florida State University - College of Business 2007 — 2008
MBA
Florida State University - College of Business 2003 — 2007
Bachelor of Science, Finance and Real Estate
Jeremy Swanson's Morgan Stanley Smith Barney Experience November 2008 - June 2010
Job Morgan Stanley Smith Barney Financial Planning Specialist
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2008 - June 2010
Jeremy Björn Inc January 2004 - October 2008
Education
Florida Atlantic University 2008 — 2010
MBA
Florida Atlantic University 2003 — 2007
Bachelor of Science
Morgan Stanley Smith Barney November 2008 - June 2010
Jeremy Björn Inc January 2004 - October 2008
Education
Florida Atlantic University 2008 — 2010
MBA
Florida Atlantic University 2003 — 2007
Bachelor of Science
Walter Azevedo Hörmann Walter Azevedo Hörmann's Morgan Stanley Smith Barney Experience June 2010 - July 2012
Job Vice President Latin America at International Planning Group (IPG)
Industry Insurance
Experience
International Planning Group June 2012 - Present
Morgan Stanley Smith Barney June 2010 - July 2012
Eu Amo Miami March 2009 - June 2010
Safra National Bank of New York December 2007 - March 2009
Espirito Santo Bank March 2005 - December 2007
Bermuda Commercial Bank / Transworld Payment Solutions November 2003 - March 2005
Carlsen Co. Investments March 1999 - October 2003
Skills
Trading, Wealth Management, Latin America, Investments, Portfolio Management, Asset Management, Banking, Derivatives, Equities, FX, Hedge Funds, Cash Management, Fixed Income, Private Banking, Spanish, Investment Banking, Securities, Options, Series 7, Capital Markets, Hedging, Real Estate, Mutual Funds, New Business Development, Financial Modeling, Funding, Corporate Finance, Financial Planning, Financial Analysis, Risk Management, Credit, Insurance, Series 63, Licensed Life Insurance..., Variable Annuities, Trust Management, Offshore Management, Estate Planning, Leverage, Arbitrage, Brazilian Portuguese, Sailing, Cooking, Structured Products, Wealth, High Net Worth..., Life Insurance, Financial Risk, Asset Allocation, Finance
Education
Florida International University 2003 — 2006
Master of Business Administration (MBA), International Global Management
Florida International University - College of Business Administration 1997 — 2001
Business Administration and Marketing (Double Major), Business Administration and Management, General
International Planning Group June 2012 - Present
Morgan Stanley Smith Barney June 2010 - July 2012
Eu Amo Miami March 2009 - June 2010
Safra National Bank of New York December 2007 - March 2009
Espirito Santo Bank March 2005 - December 2007
Bermuda Commercial Bank / Transworld Payment Solutions November 2003 - March 2005
Carlsen Co. Investments March 1999 - October 2003
Skills
Trading, Wealth Management, Latin America, Investments, Portfolio Management, Asset Management, Banking, Derivatives, Equities, FX, Hedge Funds, Cash Management, Fixed Income, Private Banking, Spanish, Investment Banking, Securities, Options, Series 7, Capital Markets, Hedging, Real Estate, Mutual Funds, New Business Development, Financial Modeling, Funding, Corporate Finance, Financial Planning, Financial Analysis, Risk Management, Credit, Insurance, Series 63, Licensed Life Insurance..., Variable Annuities, Trust Management, Offshore Management, Estate Planning, Leverage, Arbitrage, Brazilian Portuguese, Sailing, Cooking, Structured Products, Wealth, High Net Worth..., Life Insurance, Financial Risk, Asset Allocation, Finance
Education
Florida International University 2003 — 2006
Master of Business Administration (MBA), International Global Management
Florida International University - College of Business Administration 1997 — 2001
Business Administration and Marketing (Double Major), Business Administration and Management, General
Jasper Yonker's Morgan Stanley Smith Barney Experience July 2009 - August 2009
Job Senior Associate at Beacon Consulting Group
Industry Management Consulting
Experience
Beacon Consulting Group January 2015 - Present
Liberty Mutual Insurance April 2013 - January 2015
Liberty Mutual Insurance February 2012 - April 2013
EMC September 2010 - February 2012
EMC June 2010 - September 2010
Morgan Stanley Smith Barney July 2009 - August 2009
Citi Smith Barney May 2009 - June 2009
Skills
Microsoft Excel, Financial Modeling, Risk Management, Investments, Access, Forecasting, Data Analysis, Financial Analysis, Analysis, PowerPoint, Microstrategy, MicroStrategy Reporting, Business Intelligence, Strategic Planning, Microsoft Word, Management, Account Management, Marketing, SharePoint
Education
Florida State University - College of Business 2006 — 2010
B.S., Finance; Minor Economics
Sarasota High School 2002 — 2006
Beacon Consulting Group January 2015 - Present
Liberty Mutual Insurance April 2013 - January 2015
Liberty Mutual Insurance February 2012 - April 2013
EMC September 2010 - February 2012
EMC June 2010 - September 2010
Morgan Stanley Smith Barney July 2009 - August 2009
Citi Smith Barney May 2009 - June 2009
Skills
Microsoft Excel, Financial Modeling, Risk Management, Investments, Access, Forecasting, Data Analysis, Financial Analysis, Analysis, PowerPoint, Microstrategy, MicroStrategy Reporting, Business Intelligence, Strategic Planning, Microsoft Word, Management, Account Management, Marketing, SharePoint
Education
Florida State University - College of Business 2006 — 2010
B.S., Finance; Minor Economics
Sarasota High School 2002 — 2006
Paul Kolososki's Morgan Stanley Smith Barney Experience May 2005 - May 2006
Job Personal Trainer at Equinox
Industry Recreational Facilities and Services
Experience
Equinox February 2011 - Present
St.Johns Medical Center February 2009 - July 2010
Spectrum Health August 2007 - August 2008
Morgan Stanley Smith Barney May 2005 - May 2006
Skills
Hospitals, Radiology, X-ray, Nutrition, Personal Training, Healthcare, CPR Certified
Education
Ferris State University Online
Bachelors, Applied Science
Ferris State University 2003 — 2008
Associates, Allied Health in Radiology, Marketing
Equinox February 2011 - Present
St.Johns Medical Center February 2009 - July 2010
Spectrum Health August 2007 - August 2008
Morgan Stanley Smith Barney May 2005 - May 2006
Skills
Hospitals, Radiology, X-ray, Nutrition, Personal Training, Healthcare, CPR Certified
Education
Ferris State University Online
Bachelors, Applied Science
Ferris State University 2003 — 2008
Associates, Allied Health in Radiology, Marketing
Teddie Lok Salko's Morgan Stanley Smith Barney Experience 1982 - 1986
Job Guest Coordinator at MTI Baths, Inc.
Industry Consumer Goods
Experience
MTI Baths, Inc. May 2015 - Present
Sound Sailing Center April 2014 - October 2014
Salko Farm & Stable, LLC 1994 - April 2014
Drewbear 1997 - 2008
Le Coq Sportif 1990 - 1994
Arnold & Porter 1988 - 1990
Copper Mountain Ski Resort 1986 - 1988
Morgan Stanley Smith Barney 1982 - 1986
Skills
Small Business, Event Management, Social Media Marketing, Sports, Online Marketing, Advertising, Social Networking, Sales, Trade Shows, Social Media, Public Relations, Event Planning, Public Speaking, Photography, Marketing, Customer Service, Marketing Strategy, Customer Satisfaction, Entrepreneurship, Facebook, Promotions, Market Research, Long-term Customer..., Customer Insight, Customer Retention, Customer Oriented, Sports Marketing, Travel Planning, New Business Development, Budgets, Travel, Events Coordination, Newsletter Production, Strategic Planning, Trendwatching, Vision, Artistic Vision, Equestrian, Coaching, Contract Negotiation, Horses, Situational Sales..., Negotiation, Networking, Identifying Trends, Identifying Sales..., Identifying New..., Organizational..., Email Marketing, Web Design
Education
Fashion Institute of Technology 1984 — 1986
Fashion Design
Saint Michael's College 1976 — 1980
BA, Business Administration/English
Glastonbury High School 1974 — 1978
MTI Baths, Inc. May 2015 - Present
Sound Sailing Center April 2014 - October 2014
Salko Farm & Stable, LLC 1994 - April 2014
Drewbear 1997 - 2008
Le Coq Sportif 1990 - 1994
Arnold & Porter 1988 - 1990
Copper Mountain Ski Resort 1986 - 1988
Morgan Stanley Smith Barney 1982 - 1986
Skills
Small Business, Event Management, Social Media Marketing, Sports, Online Marketing, Advertising, Social Networking, Sales, Trade Shows, Social Media, Public Relations, Event Planning, Public Speaking, Photography, Marketing, Customer Service, Marketing Strategy, Customer Satisfaction, Entrepreneurship, Facebook, Promotions, Market Research, Long-term Customer..., Customer Insight, Customer Retention, Customer Oriented, Sports Marketing, Travel Planning, New Business Development, Budgets, Travel, Events Coordination, Newsletter Production, Strategic Planning, Trendwatching, Vision, Artistic Vision, Equestrian, Coaching, Contract Negotiation, Horses, Situational Sales..., Negotiation, Networking, Identifying Trends, Identifying Sales..., Identifying New..., Organizational..., Email Marketing, Web Design
Education
Fashion Institute of Technology 1984 — 1986
Fashion Design
Saint Michael's College 1976 — 1980
BA, Business Administration/English
Glastonbury High School 1974 — 1978
John Pokojny John Pokojny's Morgan Stanley Smith Barney Experience 2010 - 2010
Job Manager at Point Management
Industry Financial Services
Experience
Point Management January 2015 - Present
IBM February 2005 - January 2015
IBM Global Business Services 2005 - January 2015
Morgan Stanley Smith Barney 2010 - 2010
IBM April 2008 - July 2009
Bank of New York Mellon 2008 - 2009
IBM December 2005 - December 2007
IBM August 2006 - December 2006
IBM April 2006 - August 2006
IBM May 2005 - April 2006
Skills
Business Transformation, Integration, Management Consulting, Analysis, Team Building, Testing, Investment Banking, Business Analysis, Business Process..., SDLC, Project Management, Outsourcing, Quality Assurance, User Acceptance Testing, Management, Cross-functional Team..., Business Process..., PMO, IT Strategy, Databases, Risk Management, CRM, Financial Services
Education
Fairleigh Dickinson University 1998 — 2002
MBA, Finance
Point Management January 2015 - Present
IBM February 2005 - January 2015
IBM Global Business Services 2005 - January 2015
Morgan Stanley Smith Barney 2010 - 2010
IBM April 2008 - July 2009
Bank of New York Mellon 2008 - 2009
IBM December 2005 - December 2007
IBM August 2006 - December 2006
IBM April 2006 - August 2006
IBM May 2005 - April 2006
Skills
Business Transformation, Integration, Management Consulting, Analysis, Team Building, Testing, Investment Banking, Business Analysis, Business Process..., SDLC, Project Management, Outsourcing, Quality Assurance, User Acceptance Testing, Management, Cross-functional Team..., Business Process..., PMO, IT Strategy, Databases, Risk Management, CRM, Financial Services
Education
Fairleigh Dickinson University 1998 — 2002
MBA, Finance
Derick Schirm's Morgan Stanley Smith Barney Experience April 2008 - May 2010
Job Regional Supervision Manager at AIG Advisor Group
Industry Financial Services
Experience
Royal Alliance Associates INC January 2015 - Present
WhoTrades March 2014 - January 2015
KCG Holdings, Inc. September 2012 - November 2013
TradeKing January 2011 - August 2012
TradeKing June 2010 - January 2011
Morgan Stanley Smith Barney April 2008 - May 2010
Ameriprise Financial Services, Inc. September 2007 - February 2008
Skills
Equities, Options, Fixed Income, Electronic Trading, Mutual Funds, Risk Management, Bloomberg Terminal, Series 24, Series 7, Trading Operations, Order Management, Trading, Financial Risk, Program Trading, Trading Systems, High Frequency Trading, Corporate Actions, Options Strategies, Direct Market Access, TRACE, MSRB RTRS, MSRB EMMA, Compliance, Financial Operations, BPS Back Office System, Microsoft Excel, Microeconomics, Equity Trading, Finance, Uniform Combined State...
Education
Florida State University 2003 — 2007
Bachelor of Science, Economics with minor in Business and Psychology
Royal Alliance Associates INC January 2015 - Present
WhoTrades March 2014 - January 2015
KCG Holdings, Inc. September 2012 - November 2013
TradeKing January 2011 - August 2012
TradeKing June 2010 - January 2011
Morgan Stanley Smith Barney April 2008 - May 2010
Ameriprise Financial Services, Inc. September 2007 - February 2008
Skills
Equities, Options, Fixed Income, Electronic Trading, Mutual Funds, Risk Management, Bloomberg Terminal, Series 24, Series 7, Trading Operations, Order Management, Trading, Financial Risk, Program Trading, Trading Systems, High Frequency Trading, Corporate Actions, Options Strategies, Direct Market Access, TRACE, MSRB RTRS, MSRB EMMA, Compliance, Financial Operations, BPS Back Office System, Microsoft Excel, Microeconomics, Equity Trading, Finance, Uniform Combined State...
Education
Florida State University 2003 — 2007
Bachelor of Science, Economics with minor in Business and Psychology
Caitlyn Marcus's Morgan Stanley Smith Barney Experience March 2009 - April 2012
Job The Marcus Team
Industry Banking
Experience
Luxury Mortgage Corp January 2015 - Present
PMAC Lending Services Inc. September 2013 - January 2015
WCS Lending August 2012 - September 2013
UBS April 2012 - October 2012
Morgan Stanley Smith Barney March 2009 - April 2012
WCS Lending 2006 - 2009
Skills
Series 7, Series 66, Mortgage Lending, Mortgage Banking, Residential Mortgages, NMLS Licensed, Portfolio Management, Series 63, Uniform Combined State..., Investments, Finance, Loan Origination, Credit, Credit Analysis, Banking, Refinance, FHA, Loans, Wealth Management, VA loans, Reverse Mortgages, USDA
Education
Florida State University - College of Business 2001 — 2005
BS, Finance
Luxury Mortgage Corp January 2015 - Present
PMAC Lending Services Inc. September 2013 - January 2015
WCS Lending August 2012 - September 2013
UBS April 2012 - October 2012
Morgan Stanley Smith Barney March 2009 - April 2012
WCS Lending 2006 - 2009
Skills
Series 7, Series 66, Mortgage Lending, Mortgage Banking, Residential Mortgages, NMLS Licensed, Portfolio Management, Series 63, Uniform Combined State..., Investments, Finance, Loan Origination, Credit, Credit Analysis, Banking, Refinance, FHA, Loans, Wealth Management, VA loans, Reverse Mortgages, USDA
Education
Florida State University - College of Business 2001 — 2005
BS, Finance
May Ho May Ho's Morgan Stanley Smith Barney Experience September 2007 - December 2007
Job Leasing Analyst at Westcore Properties
Industry Investment Management
Experience
Westcore Properties April 2013 - Present
McKinley Partners May 2012 - April 2013
ICC Capital Management, Inc. November 2009 - March 2012
ICC Capital Management, Inc. September 2008 - November 2009
Morgan Stanley Smith Barney September 2007 - December 2007
State Farm June 2003 - August 2003
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Investments, Financial Analysis, Portfolio Management, Finance, Analysis
Education
Florida International University
Bachelor of Arts (B.A.), Finance, International Business
Westcore Properties April 2013 - Present
McKinley Partners May 2012 - April 2013
ICC Capital Management, Inc. November 2009 - March 2012
ICC Capital Management, Inc. September 2008 - November 2009
Morgan Stanley Smith Barney September 2007 - December 2007
State Farm June 2003 - August 2003
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Data Analysis, Investments, Financial Analysis, Portfolio Management, Finance, Analysis
Education
Florida International University
Bachelor of Arts (B.A.), Finance, International Business
Sergey Potashnikov Sergey Potashnikov's Morgan Stanley Smith Barney Experience June 2010 - December 2010
Job Audit Staff at Deloitte
Industry Accounting
Experience
Deloitte September 2013 - Present
BB&T September 2011 - July 2013
Morgan Stanley Smith Barney June 2010 - December 2010
Bayview Financial LLC June 2006 - August 2007
Skills
Customer Service, Banking, Exceptional People..., Finance, Microsoft Excel, Accounting, Financial Analysis, Strategic Planning, Access, Microsoft Office
Education
Florida International University 2012 — 2013
Bachelor of Accounting, 3.80
Florida International University - College of Business Administration 2007 — 2010
BBA, Finance, International Business, 3.85
Deloitte September 2013 - Present
BB&T September 2011 - July 2013
Morgan Stanley Smith Barney June 2010 - December 2010
Bayview Financial LLC June 2006 - August 2007
Skills
Customer Service, Banking, Exceptional People..., Finance, Microsoft Excel, Accounting, Financial Analysis, Strategic Planning, Access, Microsoft Office
Education
Florida International University 2012 — 2013
Bachelor of Accounting, 3.80
Florida International University - College of Business Administration 2007 — 2010
BBA, Finance, International Business, 3.85
Jaime Ploscowe Jaime Ploscowe's Morgan Stanley Smith Barney Experience 1993 - 1997
Job Invitation Artist
Industry Design
Experience
Inviting Jaime January 2004 - Present
Morgan Stanley Smith Barney 1993 - 1997
Lehman Brothers October 1987 - 1993
Soap Opera Digest September 1986 - May 1987
Skills
Custom Invitations, Logo Design, Creativity, Graphic Design, Art, Invitations, Announcements, Creative Strategy, Creative Direction, Stationery, Advertising, Vector Illustration
Education
Fashion Institute of Technology 1986 — 1987
Associate of Arts (AA), Advertising
SUNY Oneonta 1983 — 1986
Bachelor of Arts (BA), Fine and Studio Arts
Inviting Jaime January 2004 - Present
Morgan Stanley Smith Barney 1993 - 1997
Lehman Brothers October 1987 - 1993
Soap Opera Digest September 1986 - May 1987
Skills
Custom Invitations, Logo Design, Creativity, Graphic Design, Art, Invitations, Announcements, Creative Strategy, Creative Direction, Stationery, Advertising, Vector Illustration
Education
Fashion Institute of Technology 1986 — 1987
Associate of Arts (AA), Advertising
SUNY Oneonta 1983 — 1986
Bachelor of Arts (BA), Fine and Studio Arts
Stephanie Rodriguez Stephanie Rodriguez's Morgan Stanley Smith Barney Experience August 2012 - Present
Job Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2012 - Present
Wells Fargo Advisors, LLC October 2011 - August 2012
BankAtlantic August 2008 - November 2011
Education
Florida International University 2006 — 2011
Bachelors of Business Administration, Finance
Morgan Stanley Smith Barney August 2012 - Present
Wells Fargo Advisors, LLC October 2011 - August 2012
BankAtlantic August 2008 - November 2011
Education
Florida International University 2006 — 2011
Bachelors of Business Administration, Finance
Frank H. Cutler, IV Frank H. Cutler, IV's Morgan Stanley Smith Barney Experience August 2011 - Present
Job Service Associate at Morgan Stanley Smith Barney
Industry Writing and Editing
Experience
Morgan Stanley Smith Barney August 2011 - Present
Hit Web Design 2008 - 2010
Professional Education Institute February 2006 - July 2008
Global VR May 2003 - March 2005
Ronbotics Corporation 1998 - 2001
Evans and Sutherland 1994 - 1997
Skills
Training, Project Management, Marketing Strategy, Social Media, Sales, Microsoft Office, Coaching, Customer Service, Microsoft Excel, Marketing, Social Media Marketing, New Business Development, SEO, Management, Team Leadership, Public Speaking, Leadership, Interviews, PowerPoint, Microsoft Word, Budgets, Advertising, Account Management, Teamwork, Salesforce.com, Online Marketing, Time Management, Social Networking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1993
Master of Business Administration (MBA), Marketing Emphasis
Florida Institute of Technology 1987 — 1991
B.S., Aviation Management and Flight Technology
Olympus High School 1980 — 1983
Hillside Intermediate 1978 — 1979
Morgan Stanley Smith Barney August 2011 - Present
Hit Web Design 2008 - 2010
Professional Education Institute February 2006 - July 2008
Global VR May 2003 - March 2005
Ronbotics Corporation 1998 - 2001
Evans and Sutherland 1994 - 1997
Skills
Training, Project Management, Marketing Strategy, Social Media, Sales, Microsoft Office, Coaching, Customer Service, Microsoft Excel, Marketing, Social Media Marketing, New Business Development, SEO, Management, Team Leadership, Public Speaking, Leadership, Interviews, PowerPoint, Microsoft Word, Budgets, Advertising, Account Management, Teamwork, Salesforce.com, Online Marketing, Time Management, Social Networking
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1992 — 1993
Master of Business Administration (MBA), Marketing Emphasis
Florida Institute of Technology 1987 — 1991
B.S., Aviation Management and Flight Technology
Olympus High School 1980 — 1983
Hillside Intermediate 1978 — 1979
Scott Youngberg Scott Youngberg's Morgan Stanley Smith Barney Experience February 2002 - June 2009
Job Senior Vice President at Capital Guardian Wealth Management
Industry Financial Services
Experience
Capital Guardian Wealth Management June 2009 - Present
Morgan Stanley Smith Barney February 2002 - June 2009
Merrill Lynch January 1985 - February 2002
Skills
Retirement Planning, Investments, Wealth Management, Financial Planning, Portfolio Management, Estate Planning
Education
Florida Atlantic University 1976 — 1979
MBA, Business Administration
Florida State University 1969 — 1972
BS, Marketing
Capital Guardian Wealth Management June 2009 - Present
Morgan Stanley Smith Barney February 2002 - June 2009
Merrill Lynch January 1985 - February 2002
Skills
Retirement Planning, Investments, Wealth Management, Financial Planning, Portfolio Management, Estate Planning
Education
Florida Atlantic University 1976 — 1979
MBA, Business Administration
Florida State University 1969 — 1972
BS, Marketing
Lucie Sabella Lucie Sabella's Morgan Stanley Smith Barney Experience July 1986 - January 2012
Job Senior Vice President Wealth Management (CIMA, CFP) at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. January 2012 - Present
Morgan Stanley Smith Barney July 1986 - January 2012
Education
Certified Investment Management Analyst (CIMA)
The Wharton School, University of Pennsylvania
Certified Financial Planner (CFP)
Florida Atlantic University
Bachelor, Business Administration
UBS Financial Services, Inc. January 2012 - Present
Morgan Stanley Smith Barney July 1986 - January 2012
Education
Certified Investment Management Analyst (CIMA)
The Wharton School, University of Pennsylvania
Certified Financial Planner (CFP)
Florida Atlantic University
Bachelor, Business Administration
Bentley Smith Bentley Smith's Morgan Stanley Smith Barney Experience August 2008 - April 2010
Job Senior Loan Officer at EverBank
Industry Financial Services
Experience
EverBank November 2014 - Present
Dyer Mortgage Group August 2012 - November 2014
Ameribest Mortgage May 2011 - August 2012
Morgan Stanley Smith Barney August 2008 - April 2010
Skills
Mortgage, FHA, Conventional, VA, Mortgage Lending, Refinance, Residential Mortgages, Construction Loans, Loan Origination, Foreclosures, Finance, Condos, VA loans, Portfolio Management, Investment Properties, Real Estate Transactions, Short Sales, Referrals, Real Estate Financing, First Time Home Buyers, REO, Sellers, Property, Commercial Real Estate, Investments, Loans, Mortgage Banking, Real Estate Economics, Property Management, Investors, New Home Sales, Residential Homes, Single Family Homes, Credit, Real Estate, Underwriting, Retirement, Brokerage, Asset Management
Education
Florida Atlantic University
Bachelor of Arts, Business Management
EverBank November 2014 - Present
Dyer Mortgage Group August 2012 - November 2014
Ameribest Mortgage May 2011 - August 2012
Morgan Stanley Smith Barney August 2008 - April 2010
Skills
Mortgage, FHA, Conventional, VA, Mortgage Lending, Refinance, Residential Mortgages, Construction Loans, Loan Origination, Foreclosures, Finance, Condos, VA loans, Portfolio Management, Investment Properties, Real Estate Transactions, Short Sales, Referrals, Real Estate Financing, First Time Home Buyers, REO, Sellers, Property, Commercial Real Estate, Investments, Loans, Mortgage Banking, Real Estate Economics, Property Management, Investors, New Home Sales, Residential Homes, Single Family Homes, Credit, Real Estate, Underwriting, Retirement, Brokerage, Asset Management
Education
Florida Atlantic University
Bachelor of Arts, Business Management
Heather Long's Morgan Stanley Smith Barney Experience September 2007 - July 2009
Job Account Manager at Berbay Marketing & Public Relations
Industry Marketing and Advertising
Experience
Berbay Marketing & Public Relations August 2015 - Present
Be Inspired PR January 2015 - June 2015
RCW Media Group April 2014 - January 2015
Anderson Group PR January 2014 - April 2014
MD On-Line February 2013 - September 2013
MD On-Line February 2012 - January 2013
Strategic Edge Communications (Acquired by MD On-Line) March 2010 - February 2012
Tactical Advantage Group August 2009 - December 2009
Morgan Stanley Smith Barney September 2007 - July 2009
Harvest Restaurants May 2007 - August 2007
Skills
Marketing Communications, Social Media, Social Networking, Microsoft Office, Outlook, Event Planning, Marketing, Facebook, Social Media Marketing, Project Management, Public Relations, Leadership, Management, Business Development, Program Management, Strategic Planning, Budgets, Digital Marketing, Strategic Partnerships, Market Research
Education
Fairleigh Dickinson University 2005 — 2009
Bachelors of Science, Marketing
Berbay Marketing & Public Relations August 2015 - Present
Be Inspired PR January 2015 - June 2015
RCW Media Group April 2014 - January 2015
Anderson Group PR January 2014 - April 2014
MD On-Line February 2013 - September 2013
MD On-Line February 2012 - January 2013
Strategic Edge Communications (Acquired by MD On-Line) March 2010 - February 2012
Tactical Advantage Group August 2009 - December 2009
Morgan Stanley Smith Barney September 2007 - July 2009
Harvest Restaurants May 2007 - August 2007
Skills
Marketing Communications, Social Media, Social Networking, Microsoft Office, Outlook, Event Planning, Marketing, Facebook, Social Media Marketing, Project Management, Public Relations, Leadership, Management, Business Development, Program Management, Strategic Planning, Budgets, Digital Marketing, Strategic Partnerships, Market Research
Education
Fairleigh Dickinson University 2005 — 2009
Bachelors of Science, Marketing
Carlos Bonilla's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Investment Analyst
Industry Banking
Experience
Citi August 2013 - Present
Citi August 2012 - August 2013
Citi July 2011 - August 2012
Citi May 2010 - August 2010
Florida State Board of Administration August 2009 - December 2009
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Financial Analysis, Finance, Financial Modeling, Fixed Income, Investments, Equities, Portfolio Management, Analysis, Capital Markets, Trading, Management, Accounting, Marketing, Capital IQ, Financial Risk, Options, Loans, Bloomberg, Microsoft Office, Economics, Valuation, Bonds, Structured Finance, Risk Management, Derivatives
Education
Florida State University - College of Business 2007 — 2011
Finance and Applied Economics, Finance and Economics
Citi August 2013 - Present
Citi August 2012 - August 2013
Citi July 2011 - August 2012
Citi May 2010 - August 2010
Florida State Board of Administration August 2009 - December 2009
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Financial Analysis, Finance, Financial Modeling, Fixed Income, Investments, Equities, Portfolio Management, Analysis, Capital Markets, Trading, Management, Accounting, Marketing, Capital IQ, Financial Risk, Options, Loans, Bloomberg, Microsoft Office, Economics, Valuation, Bonds, Structured Finance, Risk Management, Derivatives
Education
Florida State University - College of Business 2007 — 2011
Finance and Applied Economics, Finance and Economics
Juan Pablo Munevar's Morgan Stanley Smith Barney Experience November 2006 - March 2009
Job Social Media Lead at OLIVER USA
Industry Marketing and Advertising
Experience
OLIVER UK May 2014 - Present
Rescorp Communications March 2009 - Present
Cheil Worldwide April 2013 - May 2014
Morgan Stanley Smith Barney November 2006 - March 2009
Boy Scouts of America April 2001 - November 2006
Skills
Interpreter, Corporate Social..., Multi-language, Fundraising, Public Relations, Advertising, Copywriting, SEO, Social Media Marketing, Digital Marketing, Social Media, Internal Communications, Editing, Corporate Communications, Marketing Communications, Integrated Marketing, Online Marketing, Proofreading, Social Networking, Event Management, Brand Development, Facebook, Marketing Research, Market Research, Online Advertising, Entrepreneurship, Marketing Strategy, Marketing, Strategy
Education
Florida International University - College of Business Administration 1998 — 2001
BBA, Marketing, Economics, 3.6
Universidad del Rosario 1995 — 1998
Associate of Arts (A.A.), Marketing/Marketing Management, General, 4.5
OLIVER UK May 2014 - Present
Rescorp Communications March 2009 - Present
Cheil Worldwide April 2013 - May 2014
Morgan Stanley Smith Barney November 2006 - March 2009
Boy Scouts of America April 2001 - November 2006
Skills
Interpreter, Corporate Social..., Multi-language, Fundraising, Public Relations, Advertising, Copywriting, SEO, Social Media Marketing, Digital Marketing, Social Media, Internal Communications, Editing, Corporate Communications, Marketing Communications, Integrated Marketing, Online Marketing, Proofreading, Social Networking, Event Management, Brand Development, Facebook, Marketing Research, Market Research, Online Advertising, Entrepreneurship, Marketing Strategy, Marketing, Strategy
Education
Florida International University - College of Business Administration 1998 — 2001
BBA, Marketing, Economics, 3.6
Universidad del Rosario 1995 — 1998
Associate of Arts (A.A.), Marketing/Marketing Management, General, 4.5
Rebecca A. Colett's Morgan Stanley Smith Barney Experience June 2007 - September 2008
Job Project/Program Management I Event Strategist I Digital I Marketing | Advertising
Industry Marketing and Advertising
Experience
GTECH Interactive February 2014 - Present
SapientNitro September 2012 - February 2014
360i July 2010 - September 2012
Disability Advocates of North Florida September 2010 - June 2012
GE Capital June 2010 - August 2011
Dress for Sucess Inc. August 2009 - September 2010
PolitiKool Inc September 2009 - February 2010
Morgan Stanley Smith Barney June 2007 - September 2008
Skills
Marketing, Event Planning, Digital Marketing, Advertising, Social Media, Leadership, Email Marketing, Sales, Public Relations, Public Speaking, Strategy, Management, Lead Generation, SEO, CRM, SEM, Strategic Planning, Marketing Strategy, Facebook, Digital Media, Google Analytics, Financial Analysis, Media Relations, Search Advertising, Accounting, Project Management, Project Planning, Social Media Marketing, Integrated Marketing, Account Management, Business Development
Education
University of Chicago 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, Project Management
Florida Agricultural and Mechanical University 2005 — 2009
Bachelor of Business Administration (BBA), Accounting, Marketing, Communications
Georgia Institute of Technology
PMP
GTECH Interactive February 2014 - Present
SapientNitro September 2012 - February 2014
360i July 2010 - September 2012
Disability Advocates of North Florida September 2010 - June 2012
GE Capital June 2010 - August 2011
Dress for Sucess Inc. August 2009 - September 2010
PolitiKool Inc September 2009 - February 2010
Morgan Stanley Smith Barney June 2007 - September 2008
Skills
Marketing, Event Planning, Digital Marketing, Advertising, Social Media, Leadership, Email Marketing, Sales, Public Relations, Public Speaking, Strategy, Management, Lead Generation, SEO, CRM, SEM, Strategic Planning, Marketing Strategy, Facebook, Digital Media, Google Analytics, Financial Analysis, Media Relations, Search Advertising, Accounting, Project Management, Project Planning, Social Media Marketing, Integrated Marketing, Account Management, Business Development
Education
University of Chicago 2009 — 2011
Master of Business Administration (MBA), Business Administration and Management, Project Management
Florida Agricultural and Mechanical University 2005 — 2009
Bachelor of Business Administration (BBA), Accounting, Marketing, Communications
Georgia Institute of Technology
PMP
Spenser Allaway's Morgan Stanley Smith Barney Experience March 2011 - August 2011
Job Equity Research Associate at Green Street Advisors
Industry Financial Services
Experience
Green Street Advisors November 2013 - Present
Citi June 2012 - October 2013
Fairfield University September 2008 - May 2012
CFA Institute Research Challenge September 2011 - February 2012
Morgan Stanley Smith Barney March 2011 - August 2011
HSBC Securities December 2009 - January 2010
Skills
Portfolio Management, Research, Financial Modeling, Event Planning, PowerPoint, Bloomberg Terminal, Analysis, Valuation, Data Analysis, Microsoft Excel, Bloomberg
Education
Fairfield University 2008 — 2012
Bachelor of Science (BS), Finance, General, 3.95
Green Street Advisors November 2013 - Present
Citi June 2012 - October 2013
Fairfield University September 2008 - May 2012
CFA Institute Research Challenge September 2011 - February 2012
Morgan Stanley Smith Barney March 2011 - August 2011
HSBC Securities December 2009 - January 2010
Skills
Portfolio Management, Research, Financial Modeling, Event Planning, PowerPoint, Bloomberg Terminal, Analysis, Valuation, Data Analysis, Microsoft Excel, Bloomberg
Education
Fairfield University 2008 — 2012
Bachelor of Science (BS), Finance, General, 3.95
Theresa Connaughton Theresa Connaughton's Morgan Stanley Smith Barney Experience February 2009 - January 2012
Job Benefits Service Manager
Industry Human Resources
Experience
Aon Hewitt July 2014 - Present
Aon Hewitt January 2012 - July 2014
Morgan Stanley Smith Barney February 2009 - January 2012
Merrill Lynch August 2005 - February 2009
Skills
Business Analysis, Customer Service, Employee Benefits, Financial Analysis, Human Resources, Investments, Leadership, Management, Project Management, Outsourcing, Process Improvement
Education
University of Phoenix 2002 — 2004
Bachelor of Business Administration (BBA)
Valencia College 2000 — 2002
Associate of Science (A.S.)
Florida State College at Jacksonville 1997 — 1999
Associate of Science (A.S.), Hospitality Administration/Management
Aon Hewitt July 2014 - Present
Aon Hewitt January 2012 - July 2014
Morgan Stanley Smith Barney February 2009 - January 2012
Merrill Lynch August 2005 - February 2009
Skills
Business Analysis, Customer Service, Employee Benefits, Financial Analysis, Human Resources, Investments, Leadership, Management, Project Management, Outsourcing, Process Improvement
Education
University of Phoenix 2002 — 2004
Bachelor of Business Administration (BBA)
Valencia College 2000 — 2002
Associate of Science (A.S.)
Florida State College at Jacksonville 1997 — 1999
Associate of Science (A.S.), Hospitality Administration/Management
Stephanie Scheker Cevallos Stephanie Scheker Cevallos's Morgan Stanley Smith Barney Experience January 2005 - July 2005
Job Financial Analyst II at TotalBank
Industry Financial Services
Experience
TotalBank June 2013 - Present
Samsung Electronics October 2011 - March 2013
Best Buddies International April 2007 - October 2011
Ameriprise Financial Services, Inc. August 2005 - September 2006
Morgan Stanley Smith Barney January 2005 - July 2005
US Army Corps of Engineers April 2002 - October 2004
Skills
Financial Analysis, Financial Reporting, Payroll, Accounting, QuickBooks, Non-profits, Accounts Payable, Internal Controls, Auditing, Sarbanes-Oxley Act, Nonprofits, Bank Reconciliation, Financial Statements, Finance, Forecasting, Cash Management, Invoicing, Consolidation, Cash Flow, Process Improvement, Training, Management, Financial Accounting, Internal Audit, Account Reconciliation
Education
Nova Southeastern University 2008 — 2011
MBA, Business Administration and Management, General
Florida International University - College of Business 2003 — 2006
BBA, Finance and Psychology
Coral Reef Senior Highschool
Highschool Diploma, Legal and Public Affairs
TotalBank June 2013 - Present
Samsung Electronics October 2011 - March 2013
Best Buddies International April 2007 - October 2011
Ameriprise Financial Services, Inc. August 2005 - September 2006
Morgan Stanley Smith Barney January 2005 - July 2005
US Army Corps of Engineers April 2002 - October 2004
Skills
Financial Analysis, Financial Reporting, Payroll, Accounting, QuickBooks, Non-profits, Accounts Payable, Internal Controls, Auditing, Sarbanes-Oxley Act, Nonprofits, Bank Reconciliation, Financial Statements, Finance, Forecasting, Cash Management, Invoicing, Consolidation, Cash Flow, Process Improvement, Training, Management, Financial Accounting, Internal Audit, Account Reconciliation
Education
Nova Southeastern University 2008 — 2011
MBA, Business Administration and Management, General
Florida International University - College of Business 2003 — 2006
BBA, Finance and Psychology
Coral Reef Senior Highschool
Highschool Diploma, Legal and Public Affairs
Kevin Wurst, CFP® Kevin Wurst, CFP®'s Morgan Stanley Smith Barney Experience March 2004 - August 2006
Job Vice President, Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments November 2013 - Present
Fidelity Investments January 2012 - November 2013
Fidelity Investments November 2008 - January 2012
Fidelity Investments July 2007 - November 2008
Fidelity Investments August 2006 - July 2007
Morgan Stanley Smith Barney March 2004 - August 2006
Morgan Wilshire Securities, Inc. July 2000 - March 2004
Skills
Health and Life...
Education
Monmouth University 1996 — 2000
Bachelor of Arts (B.A.)
Thames Valley University
London, England
Fairleigh Dickinson University 2008 — 2009
Financial Planning Certificate Program
Fidelity Investments November 2013 - Present
Fidelity Investments January 2012 - November 2013
Fidelity Investments November 2008 - January 2012
Fidelity Investments July 2007 - November 2008
Fidelity Investments August 2006 - July 2007
Morgan Stanley Smith Barney March 2004 - August 2006
Morgan Wilshire Securities, Inc. July 2000 - March 2004
Skills
Health and Life...
Education
Monmouth University 1996 — 2000
Bachelor of Arts (B.A.)
Thames Valley University
London, England
Fairleigh Dickinson University 2008 — 2009
Financial Planning Certificate Program
Frances Hsu Frances Hsu's Morgan Stanley Smith Barney Experience September 2005 - July 2008
Job Manager, Global Store Experience at Gap Inc.
Industry Marketing and Advertising
Experience
Gap Inc./ Gap March 2015 - Present
Gap Inc./ Gap September 2014 - March 2015
rag & bone October 2012 - September 2014
Warby Parker August 2012 - October 2012
Pacific Sunwear June 2011 - June 2012
Pacific Sunwear May 2010 - June 2011
Wells Fargo Advisors August 2008 - May 2010
Morgan Stanley Smith Barney September 2005 - July 2008
Skills
Visual Merchandising, Merchandising, Styling, Retail, Fashion, Photoshop, Illustrator, Adobe Creative Suite, Creative Direction, InDesign, Microsoft Office, Graphic Design, Customer Service, Microsoft Excel, Sales, Trend Analysis, Event Planning, Apparel, Marketing, Management, Leadership
Education
Fashion Institute of Design & Merchandising 2009 — 2010
Professional Designation Associate of Arts, Visual Communications
University of California, Irvine 2001 — 2004
Bachelor of Arts, Economics Major, Management Minor
Gap Inc./ Gap March 2015 - Present
Gap Inc./ Gap September 2014 - March 2015
rag & bone October 2012 - September 2014
Warby Parker August 2012 - October 2012
Pacific Sunwear June 2011 - June 2012
Pacific Sunwear May 2010 - June 2011
Wells Fargo Advisors August 2008 - May 2010
Morgan Stanley Smith Barney September 2005 - July 2008
Skills
Visual Merchandising, Merchandising, Styling, Retail, Fashion, Photoshop, Illustrator, Adobe Creative Suite, Creative Direction, InDesign, Microsoft Office, Graphic Design, Customer Service, Microsoft Excel, Sales, Trend Analysis, Event Planning, Apparel, Marketing, Management, Leadership
Education
Fashion Institute of Design & Merchandising 2009 — 2010
Professional Designation Associate of Arts, Visual Communications
University of California, Irvine 2001 — 2004
Bachelor of Arts, Economics Major, Management Minor
Samantha Sullivan, MBA's Morgan Stanley Smith Barney Experience September 2011 - December 2011
Job Vice President/Research & Portfolio Management at Las Olas Capital Advisors
Industry Financial Services
Experience
Las Olas Capital Advisors August 2015 - Present
UBS Wealth Management June 2015 - August 2015
UBS June 2013 - June 2015
UBS July 2012 - June 2013
Morgan Stanley Smith Barney September 2011 - December 2011
Education
Nova Southeastern University 2011 — 2013
Master of Business Administration
Florida State University 2007 — 2011
Bachelor of Science
Pine Crest Preparatory School 2004 — 2007
Las Olas Capital Advisors August 2015 - Present
UBS Wealth Management June 2015 - August 2015
UBS June 2013 - June 2015
UBS July 2012 - June 2013
Morgan Stanley Smith Barney September 2011 - December 2011
Education
Nova Southeastern University 2011 — 2013
Master of Business Administration
Florida State University 2007 — 2011
Bachelor of Science
Pine Crest Preparatory School 2004 — 2007
Ashley H's Morgan Stanley Smith Barney Experience March 2009 - June 2011
Job Principal, Bach Fine Rugs
Industry Design
Experience
Smile Career Academy November 2011 - July 2012
Morgan Stanley Smith Barney March 2009 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Business Development, Social Media Marketing, Management, Training, New Business Development, Social Media, Marketing, Market Research, Social Networking
Education
Nova Southeastern University 2008 — 2010
Master of Business Administration (M.B.A.), Finance
Florida State University 2005 — 2008
Bachelor of Science (BS), Housing, Business
North Thurston High School 2001 — 2005
High School Diploma
Smile Career Academy November 2011 - July 2012
Morgan Stanley Smith Barney March 2009 - June 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Business Development, Social Media Marketing, Management, Training, New Business Development, Social Media, Marketing, Market Research, Social Networking
Education
Nova Southeastern University 2008 — 2010
Master of Business Administration (M.B.A.), Finance
Florida State University 2005 — 2008
Bachelor of Science (BS), Housing, Business
North Thurston High School 2001 — 2005
High School Diploma
Jonathan Rivera-Cosme's Morgan Stanley Smith Barney Experience May 2008 - June 2009
Job at
Industry Financial Services
Experience
DRW Trading Group July 2014 - Present
Florida State University August 2011 - December 2013
Aviva Investors December 2012 - June 2013
ARJENT June 2012 - August 2012
Morgan Stanley Smith Barney May 2008 - June 2009
Skills
Time Series Analysis, Economics, Econometrics, Macroeconomics, R, Data Analysis, Research, Microeconomics, Equities, Investments
Education
Florida State University 2009 — 2013
Bachelor of Science (BS), Finance and Economics
DRW Trading Group July 2014 - Present
Florida State University August 2011 - December 2013
Aviva Investors December 2012 - June 2013
ARJENT June 2012 - August 2012
Morgan Stanley Smith Barney May 2008 - June 2009
Skills
Time Series Analysis, Economics, Econometrics, Macroeconomics, R, Data Analysis, Research, Microeconomics, Equities, Investments
Education
Florida State University 2009 — 2013
Bachelor of Science (BS), Finance and Economics
Alexandria Babnik's Morgan Stanley Smith Barney Experience January 2012 - June 2012
Job DirectorClient Management at InSource
Industry Financial Services
Experience
InSource, Inc July 2015 - Present
Bright House Networks October 2013 - Present
Northwestern Mutual July 2012 - July 2014
MorganStanley SmithBarney LLC January 2012 - June 2012
Morgan Stanley Smith Barney January 2012 - June 2012
Merrill Lynch September 2011 - January 2012
Skills
Series 7, Investments, Financial Analysis, Retirement Planning, Portfolio Management, Strategic Financial..., Customer Service, Access, Budgets, Analysis
Education
Florida State University
St. Petersburg College, College of Business
Bachelor of Science2012
InSource, Inc July 2015 - Present
Bright House Networks October 2013 - Present
Northwestern Mutual July 2012 - July 2014
MorganStanley SmithBarney LLC January 2012 - June 2012
Morgan Stanley Smith Barney January 2012 - June 2012
Merrill Lynch September 2011 - January 2012
Skills
Series 7, Investments, Financial Analysis, Retirement Planning, Portfolio Management, Strategic Financial..., Customer Service, Access, Budgets, Analysis
Education
Florida State University
St. Petersburg College, College of Business
Bachelor of Science2012
Jason Kraus, LEED AP's Morgan Stanley Smith Barney Experience June 2011 - June 2012
Job Real Estate Investment Advisor & Broker
Industry Real Estate
Experience
RSI Asset Management - RSIAM June 2012 - Present
Green Realty Advisors October 2007 - December 2013
Morgan Stanley Smith Barney June 2011 - June 2012
Mariner Asset Management Services March 2009 - January 2011
Bluewater Real Estate Group January 2005 - October 2007
Allied Capital & Development of South Florida January 2003 - January 2005
Seisint, Inc November 1999 - February 2002
Skills
Real Estate, Commercial Real Estate, Green Building, Sustainability, Real Estate Development, Investment Properties, Portfolio Management, Strategic Financial..., Selling, Leadership, Mergers & Acquisitions, Asset Management, Sales, Marketing, Photography, Real Estate Private..., Entrepreneurship, Finance, Disposition, Property, Property Management, Brokerage, Contract Negotiation, REO
Education
Florida Atlantic University 1998 — 2004
Bachelor's Degree, Health Administration w/ minor in Business Administration
University of Miami 1996 — 1998
Marketing and Finance
RSI Asset Management - RSIAM June 2012 - Present
Green Realty Advisors October 2007 - December 2013
Morgan Stanley Smith Barney June 2011 - June 2012
Mariner Asset Management Services March 2009 - January 2011
Bluewater Real Estate Group January 2005 - October 2007
Allied Capital & Development of South Florida January 2003 - January 2005
Seisint, Inc November 1999 - February 2002
Skills
Real Estate, Commercial Real Estate, Green Building, Sustainability, Real Estate Development, Investment Properties, Portfolio Management, Strategic Financial..., Selling, Leadership, Mergers & Acquisitions, Asset Management, Sales, Marketing, Photography, Real Estate Private..., Entrepreneurship, Finance, Disposition, Property, Property Management, Brokerage, Contract Negotiation, REO
Education
Florida Atlantic University 1998 — 2004
Bachelor's Degree, Health Administration w/ minor in Business Administration
University of Miami 1996 — 1998
Marketing and Finance
Alex D. Rodriguez Alex D. Rodriguez's Morgan Stanley Smith Barney Experience March 2010 - August 2011
Job Chief Financial Officer; Certified Turnaround Analyst
Industry Market Research
Experience
Key Lime Interactive January 2015 - Present
Royal Caribbean Cruises, Ltd. June 2013 - January 2015
Royal Caribbean Cruises, Ltd. February 2012 - June 2013
Morgan Stanley Smith Barney March 2010 - August 2011
Praxtel Telecommunications, LLC September 2007 - March 2010
The Protective Group, Inc. February 2005 - October 2007
The Protective Group, Inc. May 2003 - February 2005
The Protective Group, Inc. November 2002 - May 2003
RANDOM HOUSE, INC September 2001 - September 2002
Netgov.com July 1999 - August 2001
Skills
Management, Contract Negotiation, Financial Services, Business Planning, Strategy, CRM, Start-ups, Market Research, Project Management, Business Development, Cash Management, Marketing, Analysis, Forecasting, Leadership, Business Strategy, E-commerce, Budgets, Strategic Planning, Cross-functional Team..., Competitive Analysis, Analytics, Finance, Turnaround Experience, Financial Accounting, Sales Management, Marketing Strategy, Six Sigma, Lean Management, Procurement, Risk Management, Benchmarking, Strategic Sourcing, Financial Analysis, Capital Raising, Manufacturing, Outsourcing Management, Organizational..., Supply Chain..., Supply Chain Management, Managing Distribution..., Government Contracting, Negotiation, Business Analysis, Consulting, New Business Development, Sales, Operations Management, Executive Management
Education
University of Pennsylvania - The Wharton School 1995 — 1999
Bachelor of Science, Marketing: Electronic Commerce (3.4/4.0)
Florida Atlantic University 2015 — 2017
Master's degree (Candidate), Accounting (Concentration on Business Valuation & Forensics)
Hendrick Hudson 1992 — 1995
Key Lime Interactive January 2015 - Present
Royal Caribbean Cruises, Ltd. June 2013 - January 2015
Royal Caribbean Cruises, Ltd. February 2012 - June 2013
Morgan Stanley Smith Barney March 2010 - August 2011
Praxtel Telecommunications, LLC September 2007 - March 2010
The Protective Group, Inc. February 2005 - October 2007
The Protective Group, Inc. May 2003 - February 2005
The Protective Group, Inc. November 2002 - May 2003
RANDOM HOUSE, INC September 2001 - September 2002
Netgov.com July 1999 - August 2001
Skills
Management, Contract Negotiation, Financial Services, Business Planning, Strategy, CRM, Start-ups, Market Research, Project Management, Business Development, Cash Management, Marketing, Analysis, Forecasting, Leadership, Business Strategy, E-commerce, Budgets, Strategic Planning, Cross-functional Team..., Competitive Analysis, Analytics, Finance, Turnaround Experience, Financial Accounting, Sales Management, Marketing Strategy, Six Sigma, Lean Management, Procurement, Risk Management, Benchmarking, Strategic Sourcing, Financial Analysis, Capital Raising, Manufacturing, Outsourcing Management, Organizational..., Supply Chain..., Supply Chain Management, Managing Distribution..., Government Contracting, Negotiation, Business Analysis, Consulting, New Business Development, Sales, Operations Management, Executive Management
Education
University of Pennsylvania - The Wharton School 1995 — 1999
Bachelor of Science, Marketing: Electronic Commerce (3.4/4.0)
Florida Atlantic University 2015 — 2017
Master's degree (Candidate), Accounting (Concentration on Business Valuation & Forensics)
Hendrick Hudson 1992 — 1995
Ashley Yarbrough's Morgan Stanley Smith Barney Experience October 2004 - June 2006
Job National Customer Advocate at Philips
Industry Consumer Electronics
Experience
Philips December 2014 - Present
P&F USA, Inc. August 2012 - November 2014
Philips February 2009 - July 2012
Philips Healthcare June 2006 - February 2009
Morgan Stanley Smith Barney October 2004 - June 2006
Community Bank Association of Georgia June 2005 - August 2005
Skills
Forecasting, Research, Pricing, Hospitality, Account Management, Marketing, Customer Service, Market Research, Outlook, Time Management, Sales, Project Management, Microsoft Excel, Customer Satisfaction, PowerPoint, Microsoft Office, Solution Selling, Training, Strategy, Logistics, Sales Management, SAP, Sales Operations, Inventory Management, Analysis, Product Development, Management, CRM, Human Resources, Negotiation, Retail, Team Building, Leadership, Business Development, B2B, Product Marketing, Direct Sales, Salesforce.com, Key Account Management, Purchasing, Strategic Planning, Competitive Analysis, Product Management, Contract Negotiation, Cross-functional Team..., P&L Management, Selling, Cold Calling, Trade Shows, Merchandising
Education
Florida State University - College of Business 2002 — 2006
Business, Marketing
Philips December 2014 - Present
P&F USA, Inc. August 2012 - November 2014
Philips February 2009 - July 2012
Philips Healthcare June 2006 - February 2009
Morgan Stanley Smith Barney October 2004 - June 2006
Community Bank Association of Georgia June 2005 - August 2005
Skills
Forecasting, Research, Pricing, Hospitality, Account Management, Marketing, Customer Service, Market Research, Outlook, Time Management, Sales, Project Management, Microsoft Excel, Customer Satisfaction, PowerPoint, Microsoft Office, Solution Selling, Training, Strategy, Logistics, Sales Management, SAP, Sales Operations, Inventory Management, Analysis, Product Development, Management, CRM, Human Resources, Negotiation, Retail, Team Building, Leadership, Business Development, B2B, Product Marketing, Direct Sales, Salesforce.com, Key Account Management, Purchasing, Strategic Planning, Competitive Analysis, Product Management, Contract Negotiation, Cross-functional Team..., P&L Management, Selling, Cold Calling, Trade Shows, Merchandising
Education
Florida State University - College of Business 2002 — 2006
Business, Marketing
Derek Ashcraft, CIMA, CRPC's Morgan Stanley Smith Barney Experience April 2003 - August 2008
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2008 - Present
Morgan Stanley Smith Barney April 2003 - August 2008
Prudential Financial December 1995 - April 2003
Ford Motor Company December 1993 - December 1995
Skills
Asset Allocation, Financial Planning, Portfolio Management, Series 7, Annuities, Asset Management, Portfolio Strategy, Risk Management, Alternative Investments, Fixed Income, Investment Advisory, Strategic Financial..., Investments, Mutual Funds, Finance, Retirement Planning, Wealth Management, Separately Managed..., Fixed Annuities, Investment Strategies, ETFs, Series 63, Investment Management, 401k, Equities, Securities, Uniform Combined State..., Financial Advisory, IRAs, Retirement, Series 65
Education
Harvard Extension School 2014 — 2018
Master's degree, Finance
Wharton School of Business 1999 — 2000
CIMA, Certified Investment Management Analyst, Finance/Investment
Western Michigan University 1991 — 1993
Bachelor of Science, Communications/Finance
The Ohio State University 1990 — 1991
Business
Ferris State University 1988 — 1990
Business
High School 1985 — 1988
Merrill Lynch August 2008 - Present
Morgan Stanley Smith Barney April 2003 - August 2008
Prudential Financial December 1995 - April 2003
Ford Motor Company December 1993 - December 1995
Skills
Asset Allocation, Financial Planning, Portfolio Management, Series 7, Annuities, Asset Management, Portfolio Strategy, Risk Management, Alternative Investments, Fixed Income, Investment Advisory, Strategic Financial..., Investments, Mutual Funds, Finance, Retirement Planning, Wealth Management, Separately Managed..., Fixed Annuities, Investment Strategies, ETFs, Series 63, Investment Management, 401k, Equities, Securities, Uniform Combined State..., Financial Advisory, IRAs, Retirement, Series 65
Education
Harvard Extension School 2014 — 2018
Master's degree, Finance
Wharton School of Business 1999 — 2000
CIMA, Certified Investment Management Analyst, Finance/Investment
Western Michigan University 1991 — 1993
Bachelor of Science, Communications/Finance
The Ohio State University 1990 — 1991
Business
Ferris State University 1988 — 1990
Business
High School 1985 — 1988
Erin Bush Erin Bush's Morgan Stanley Smith Barney Experience July 2007 - July 2009
Job Legal Assistant at Alyssa Camper Law
Industry Fine Art
Experience
Alyssa Camper Law March 2013 - Present
Peter O'Neill Gallery June 2012 - March 2013
Home Instead Senior Care July 2010 - June 2012
Ponte Vedra Recorder August 2009 - May 2010
Morgan Stanley Smith Barney July 2007 - July 2009
Merrill Lynch August 2000 - December 2004
Skills
Organized Multi-tasker, Handle Multiple..., Establishing Priorities, Self-starter, Self-management, Multi Tasking, PowerPoint, Lotus Notes
Education
Flagler College 1997 — 2000
Business Administration and Management, General
Alyssa Camper Law March 2013 - Present
Peter O'Neill Gallery June 2012 - March 2013
Home Instead Senior Care July 2010 - June 2012
Ponte Vedra Recorder August 2009 - May 2010
Morgan Stanley Smith Barney July 2007 - July 2009
Merrill Lynch August 2000 - December 2004
Skills
Organized Multi-tasker, Handle Multiple..., Establishing Priorities, Self-starter, Self-management, Multi Tasking, PowerPoint, Lotus Notes
Education
Flagler College 1997 — 2000
Business Administration and Management, General
Meylin Garcia's Morgan Stanley Smith Barney Experience October 2008 - December 2009
Job Patient Access Representative at University of Miami, Miller School of Medicine
Industry Financial Services
Experience
University of Miami, Miller School of Medicine June 2013 - Present
CP Capital Securities, Inc July 2010 - October 2012
Morgan Stanley Smith Barney October 2008 - December 2009
Bank of America April 2001 - October 2008
Skills
Personal Banking, Commercial Banking, Customer Relations, New Account Opening, Sales, Customer Service, Transaction Processing, Microsoft Office, Excel, PowerPoint
Education
Florida International University
Finance, General
Miami Dade College
Associate of Arts (AA), Accounting
University of Miami, Miller School of Medicine June 2013 - Present
CP Capital Securities, Inc July 2010 - October 2012
Morgan Stanley Smith Barney October 2008 - December 2009
Bank of America April 2001 - October 2008
Skills
Personal Banking, Commercial Banking, Customer Relations, New Account Opening, Sales, Customer Service, Transaction Processing, Microsoft Office, Excel, PowerPoint
Education
Florida International University
Finance, General
Miami Dade College
Associate of Arts (AA), Accounting
Barbara Doyne Barbara Doyne's Morgan Stanley Smith Barney Experience August 2010 - May 2011
Job Entrepreneurial Philanthropist | Social Innovator | U.S. Military Veteran Advocate
Industry Nonprofit Organization Management
Experience
5 Star Women May 2013 - Present
Brumbaugh Wealth Management an Office of MetLife May 2011 - October 2012
Morgan Stanley Smith Barney August 2010 - May 2011
SEI Corporation January 1998 - October 2003
SEI Asset Korea September 1999 - August 2000
SEI Corporation June 1994 - December 1997
U.S. Navy April 1988 - May 1994
US Navy 1981 - 1988
Skills
Global Strategy, International Joint..., International Business..., Change Management, Nonprofits, Fundraising, Program Management, Start-ups, Strategic Partnerships, Relationship Management, Business Development, Entrepreneurship, Strategic Planning, Team Building, Non-profit Leadership, Foundations, Veterans, Social Innovation, Philanthropy, Wealth Management, Financial Advisory, Investments, Financial Services, Mutual Funds
Education
Indiana University-Purdue University at Indianapolis 2015 — 2018
Post Graduate Certificate, Philanthropy
Florida Institute of Technology 1991 — 1994
MBA, Business
National University 1982 — 1986
BBA, Business
5 Star Women May 2013 - Present
Brumbaugh Wealth Management an Office of MetLife May 2011 - October 2012
Morgan Stanley Smith Barney August 2010 - May 2011
SEI Corporation January 1998 - October 2003
SEI Asset Korea September 1999 - August 2000
SEI Corporation June 1994 - December 1997
U.S. Navy April 1988 - May 1994
US Navy 1981 - 1988
Skills
Global Strategy, International Joint..., International Business..., Change Management, Nonprofits, Fundraising, Program Management, Start-ups, Strategic Partnerships, Relationship Management, Business Development, Entrepreneurship, Strategic Planning, Team Building, Non-profit Leadership, Foundations, Veterans, Social Innovation, Philanthropy, Wealth Management, Financial Advisory, Investments, Financial Services, Mutual Funds
Education
Indiana University-Purdue University at Indianapolis 2015 — 2018
Post Graduate Certificate, Philanthropy
Florida Institute of Technology 1991 — 1994
MBA, Business
National University 1982 — 1986
BBA, Business
David Berman, CFP®, M.B.A. David Berman, CFP®, M.B.A.'s Morgan Stanley Smith Barney Experience 2008 - 2011
Job Senior Consultant/Agent/Director of P&C at Professional Insurance Systems of Florida
Industry Financial Services
Experience
Professional Insurance Systems of Florida September 2012 - Present
DevConnections / Penton Media September 2012 - Present
UnitedHealthcare September 2012 - September 2013
Jackson Wealth Management, LLC October 2011 - June 2012
Morgan Stanley Smith Barney 2008 - 2011
Wachovia Securities, LLC. 2006 - 2008
Raymond James & Associates, Inc February 2002 - October 2006
T. Rowe Price & Associates, Inc January 1998 - January 2002
Skills
Strategic Financial..., Investments, Portfolio Management, Asset Allocation, Financial Planners, Asset Managment, Estate Planning, Wealth, Financial Services, Fixed Annuities, Finance, Insurance, Wealth Management, Mutual Funds, Personal Finance, Retirement, Securities, Retirement Planning, Asset Management, Financial Planning
Education
University of Tampa - MBA 2005 — 2007
M.B.A., Finance
Florida State University 1995 — 1997
B.A, Major in English and Minor in Spanish
University of Florida 1992 — 1995
A.A., Liberal Arts and Sciences
Professional Insurance Systems of Florida September 2012 - Present
DevConnections / Penton Media September 2012 - Present
UnitedHealthcare September 2012 - September 2013
Jackson Wealth Management, LLC October 2011 - June 2012
Morgan Stanley Smith Barney 2008 - 2011
Wachovia Securities, LLC. 2006 - 2008
Raymond James & Associates, Inc February 2002 - October 2006
T. Rowe Price & Associates, Inc January 1998 - January 2002
Skills
Strategic Financial..., Investments, Portfolio Management, Asset Allocation, Financial Planners, Asset Managment, Estate Planning, Wealth, Financial Services, Fixed Annuities, Finance, Insurance, Wealth Management, Mutual Funds, Personal Finance, Retirement, Securities, Retirement Planning, Asset Management, Financial Planning
Education
University of Tampa - MBA 2005 — 2007
M.B.A., Finance
Florida State University 1995 — 1997
B.A, Major in English and Minor in Spanish
University of Florida 1992 — 1995
A.A., Liberal Arts and Sciences
Howard Sobel Howard Sobel's Morgan Stanley Smith Barney Experience April 2010 - August 2011
Job Relationship Builder, CrossFunctional Leader, Continuously Driving to Results in Sales, Operations and Performance
Industry Consumer Goods
Experience
Jarden Consumer Solutions May 2012 - Present
Morgan Stanley Smith Barney April 2010 - August 2011
Coldwell Banker Home Loans / PHH Home Loans April 2005 - March 2010
APB Mortgage 2003 - 2005
Apple Rio Management / Apple Creek Management and Applesauce Inc 1998 - 2003
Skills
Training, Mentoring,..., Client & Team..., Sales & Marketing..., Budgeting, Problem Solving, Lean Six Sigma Green..., Budgets, Management, Strategic Planning, Coaching, Business Strategy, Project Planning, Six Sigma, CRM, Training, Team Leadership, Relationship Management, Marketing, Forecasting, Strategy, Customer Service, Microsoft Office, Leadership, Recruiting, Business Development, Client, Sales, Sales Operations, B2B, Retail, Sales Process, Strategic Partnerships, Cross-functional Team...
Education
Nova High School 1988 — 1991
Florida Atlantic University
Bachelor of Business Administration, Management and Marketing
Jarden Consumer Solutions May 2012 - Present
Morgan Stanley Smith Barney April 2010 - August 2011
Coldwell Banker Home Loans / PHH Home Loans April 2005 - March 2010
APB Mortgage 2003 - 2005
Apple Rio Management / Apple Creek Management and Applesauce Inc 1998 - 2003
Skills
Training, Mentoring,..., Client & Team..., Sales & Marketing..., Budgeting, Problem Solving, Lean Six Sigma Green..., Budgets, Management, Strategic Planning, Coaching, Business Strategy, Project Planning, Six Sigma, CRM, Training, Team Leadership, Relationship Management, Marketing, Forecasting, Strategy, Customer Service, Microsoft Office, Leadership, Recruiting, Business Development, Client, Sales, Sales Operations, B2B, Retail, Sales Process, Strategic Partnerships, Cross-functional Team...
Education
Nova High School 1988 — 1991
Florida Atlantic University
Bachelor of Business Administration, Management and Marketing
Mitch Fine Mitch Fine's Morgan Stanley Smith Barney Experience September 2004 - January 2012
Job
Industry Financial Services
Experience
PJ Fitzpatrick 2013 - 2015
Morgan Stanley Smith Barney September 2004 - January 2012
Grainger 2004 - 2009
Smaller Companies Aggregate Network 2002 - 2005
Herman Electronics 2000 - 2003
Skills
Coaching, Visionary, Large Group Facilitation, Sustainability, Investments, Portfolio Management, NLP, Corporate Social..., Environmental Issues, Research, Eco-friendly, Green Living, Renewable Resources, Sustainable Energy, Nanotechnology, Cluster Development, Non-profits, Workshop Facilitation, Entrepreneurship, New Business Development, Sustainable Business, Business Development, Management, Strategic Financial..., Leadership, Finance, Strategy, Strategic Planning, Profitable, Public Speaking, Start-ups, Sales, Executive Management, Asset Management, Nonprofits, Venture Capital, Management Consulting, Small Business, Business Planning, Fundraising, Financial Analysis, Business Strategy, Project Planning, Mergers & Acquisitions, Social Entrepreneurship, Due Diligence, Corporate Development, Private Equity, Strategic Partnerships
Education
Southern Methodist University - Cox School of Business 2009 — 2010
CFP, Financial Planning
Florida State University 1988 — 1992
BS, Social Science
North Miami Beach Senior High 1985 — 1988
PJ Fitzpatrick 2013 - 2015
Morgan Stanley Smith Barney September 2004 - January 2012
Grainger 2004 - 2009
Smaller Companies Aggregate Network 2002 - 2005
Herman Electronics 2000 - 2003
Skills
Coaching, Visionary, Large Group Facilitation, Sustainability, Investments, Portfolio Management, NLP, Corporate Social..., Environmental Issues, Research, Eco-friendly, Green Living, Renewable Resources, Sustainable Energy, Nanotechnology, Cluster Development, Non-profits, Workshop Facilitation, Entrepreneurship, New Business Development, Sustainable Business, Business Development, Management, Strategic Financial..., Leadership, Finance, Strategy, Strategic Planning, Profitable, Public Speaking, Start-ups, Sales, Executive Management, Asset Management, Nonprofits, Venture Capital, Management Consulting, Small Business, Business Planning, Fundraising, Financial Analysis, Business Strategy, Project Planning, Mergers & Acquisitions, Social Entrepreneurship, Due Diligence, Corporate Development, Private Equity, Strategic Partnerships
Education
Southern Methodist University - Cox School of Business 2009 — 2010
CFP, Financial Planning
Florida State University 1988 — 1992
BS, Social Science
North Miami Beach Senior High 1985 — 1988
Kristin Frazier Kristin Frazier's Morgan Stanley Smith Barney Experience April 2008 - January 2009
Job Assistant Branch Manager
Industry Financial Services
Experience
Regions Bank August 2015 - Present
PNC July 2012 - July 2015
Janney Montgomery Scott April 2010 - June 2012
UBS Financial Services January 2009 - January 2010
Morgan Stanley Smith Barney April 2008 - January 2009
Skills
Uniform Combined State..., Series 7, Retirement Planning, Asset Allocation, Mutual Funds, Securities, Sales, Financial Planning, Equities, Financial Services, KYC, Gallup Strengths, Phone Etiquette, Outbound Marketing, Consumer Lending
Education
Florida State University 2000 — 2004
B.S., Psychology
Regions Bank August 2015 - Present
PNC July 2012 - July 2015
Janney Montgomery Scott April 2010 - June 2012
UBS Financial Services January 2009 - January 2010
Morgan Stanley Smith Barney April 2008 - January 2009
Skills
Uniform Combined State..., Series 7, Retirement Planning, Asset Allocation, Mutual Funds, Securities, Sales, Financial Planning, Equities, Financial Services, KYC, Gallup Strengths, Phone Etiquette, Outbound Marketing, Consumer Lending
Education
Florida State University 2000 — 2004
B.S., Psychology
MARK DENNIS MARK DENNIS's Morgan Stanley Smith Barney Experience November 2007 - September 2010
Job Vice President of Acquisitions at Landmark Dividend
Industry Financial Services
Experience
Landmark Dividend LLC April 2015 - Present
Agape Real Estate Investments May 2012 - Present
Weltman, Weinberg & Reis Co., LPA September 2013 - April 2015
CBIZ MHM, LLC July 2012 - July 2013
CoStar Group November 2010 - July 2012
Morgan Stanley Smith Barney November 2007 - September 2010
Porchlight Consulting 2001 - 2007
Comdisco 1997 - 2001
National Football League 1987 - 1997
Skills
Financial Analysis, Consultative Selling, Strategic Planning, Negotiation, Market Analysis, Accounting, Tax, Corporate Tax, Self-motivated Team..., Financial Modeling, Creative Problem Solving, Consulting, Business Strategy, Business Planning, Business Development, Customer Retention, Presentations, Leadership, Growth Strategies, Strategy, New Business Development, Strategic Financial..., Sales Process, Selling, Management, Account Management, Management Consulting, Mergers & Acquisitions, CRM, Finance, Forecasting, Marketing Strategy, Salesforce.com, Investments, Due Diligence, Mergers, Sales, Start-ups, Entrepreneurship, Sales Operations, Enterprise Software, Analysis, Portfolio Management, Valuation, Sales Management, Training, Financial Services, Outsourcing, Professional Services, Relationship Management
Education
Florida International University 1989 — 1993
MBA, Business
University of Illinois at Urbana-Champaign 1983 — 1987
Bachelor of Science, Finance
Landmark Dividend LLC April 2015 - Present
Agape Real Estate Investments May 2012 - Present
Weltman, Weinberg & Reis Co., LPA September 2013 - April 2015
CBIZ MHM, LLC July 2012 - July 2013
CoStar Group November 2010 - July 2012
Morgan Stanley Smith Barney November 2007 - September 2010
Porchlight Consulting 2001 - 2007
Comdisco 1997 - 2001
National Football League 1987 - 1997
Skills
Financial Analysis, Consultative Selling, Strategic Planning, Negotiation, Market Analysis, Accounting, Tax, Corporate Tax, Self-motivated Team..., Financial Modeling, Creative Problem Solving, Consulting, Business Strategy, Business Planning, Business Development, Customer Retention, Presentations, Leadership, Growth Strategies, Strategy, New Business Development, Strategic Financial..., Sales Process, Selling, Management, Account Management, Management Consulting, Mergers & Acquisitions, CRM, Finance, Forecasting, Marketing Strategy, Salesforce.com, Investments, Due Diligence, Mergers, Sales, Start-ups, Entrepreneurship, Sales Operations, Enterprise Software, Analysis, Portfolio Management, Valuation, Sales Management, Training, Financial Services, Outsourcing, Professional Services, Relationship Management
Education
Florida International University 1989 — 1993
MBA, Business
University of Illinois at Urbana-Champaign 1983 — 1987
Bachelor of Science, Finance
James Vande Woude James Vande Woude's Morgan Stanley Smith Barney Experience June 2010 - July 2011
Job Eastern Regional Manager, IT Services at C & G Technologies
Industry Information Technology and Services
Experience
C & G Technologies 2015 - Present
C & G Technologies April 2013 - Present
Deutsche Bank July 2010 - April 2013
Morgan Stanley Smith Barney June 2010 - July 2011
Uptown Technologies SVP TechnologyTechnology March 2009 - October 2009
Midtown Technologies LLC June 2005 - March 2008
AT&T 1996 - 2004
TCG 2001 - 2003
NaBanco January 1992 - June 1996
Grumman Data Systems January 1991 - January 1992
Skills
Vendor Management, Program Management, Marketing Strategy, VoIP, Telecommunications, Management, Start-ups, Team Building, Product Management, Project Management, Integration, Project Planning, Service Delivery, Leadership, Change Management, Team Leadership, Contract Negotiation, IT Management, Managed Services, Team Management, Call Center, Computer Network..., Troubleshooting, Security, IP, Switches, Data Center, Networking, Strategy, System Deployment, Analysis, Infrastructure, Training, Virtualization
Education
Farmingdale State College 1987 — 1989
Business Management
State University of New York at Delhi 1986 — 1987
Business Management
CSHHS
cold Spring Harbor HS
C & G Technologies 2015 - Present
C & G Technologies April 2013 - Present
Deutsche Bank July 2010 - April 2013
Morgan Stanley Smith Barney June 2010 - July 2011
Uptown Technologies SVP TechnologyTechnology March 2009 - October 2009
Midtown Technologies LLC June 2005 - March 2008
AT&T 1996 - 2004
TCG 2001 - 2003
NaBanco January 1992 - June 1996
Grumman Data Systems January 1991 - January 1992
Skills
Vendor Management, Program Management, Marketing Strategy, VoIP, Telecommunications, Management, Start-ups, Team Building, Product Management, Project Management, Integration, Project Planning, Service Delivery, Leadership, Change Management, Team Leadership, Contract Negotiation, IT Management, Managed Services, Team Management, Call Center, Computer Network..., Troubleshooting, Security, IP, Switches, Data Center, Networking, Strategy, System Deployment, Analysis, Infrastructure, Training, Virtualization
Education
Farmingdale State College 1987 — 1989
Business Management
State University of New York at Delhi 1986 — 1987
Business Management
CSHHS
cold Spring Harbor HS
Joan Check, CFP® Joan Check, CFP®'s Morgan Stanley Smith Barney Experience January 2006 - July 2009
Job Insurance Agent at Check Insurance Agency LLC
Industry Financial Services
Experience
Check Insurance Agency LLC July 2014 - Present
Prudential Financial September 2012 - June 2014
CUNA Mutual Group June 2010 - February 2012
Morgan Stanley Smith Barney January 2006 - July 2009
VALIC January 2000 - January 2006
CitiStreet Advisors (formerly Copeland Companies) 1999 - 2000
Education
Fairleigh Dickinson University
Personal Financial Planning
Felician College
Bachelor's degree, Computer Science;
Felician College
Bachelor's degree, Elementary Education K-8
Check Insurance Agency LLC July 2014 - Present
Prudential Financial September 2012 - June 2014
CUNA Mutual Group June 2010 - February 2012
Morgan Stanley Smith Barney January 2006 - July 2009
VALIC January 2000 - January 2006
CitiStreet Advisors (formerly Copeland Companies) 1999 - 2000
Education
Fairleigh Dickinson University
Personal Financial Planning
Felician College
Bachelor's degree, Computer Science;
Felician College
Bachelor's degree, Elementary Education K-8
Kurt Wolgast's Morgan Stanley Smith Barney Experience 2009 - 2012
Job Operations Liaison at Wells Fargo Advisors, LLC.
Industry Financial Services
Experience
Wells Fargo Advisors December 2013 - Present
Ocala, Florida 2012 - Present
Morgan Stanley Smith Barney 2009 - 2012
Smith Barney 2006 - 2009
Smith Barney 2002 - 2006
Franklin Templeton Investments 2000 - 2002
Skills
Mutual Funds, Investments, Risk Management, Customer Service, Financial Risk, Operations Management, Asset Allocation, Relationship Management, Branch Management, Business Process..., Team Management, Analytical Reasoning, Interpersonal Leadership, High Organizational..., Employee Training, Employee Management, Project Management
Education
Florida Southern College 1993 — 1997
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Santa Fe Catholic 1990 — 1993
Lakeland Highlands
Wells Fargo Advisors December 2013 - Present
Ocala, Florida 2012 - Present
Morgan Stanley Smith Barney 2009 - 2012
Smith Barney 2006 - 2009
Smith Barney 2002 - 2006
Franklin Templeton Investments 2000 - 2002
Skills
Mutual Funds, Investments, Risk Management, Customer Service, Financial Risk, Operations Management, Asset Allocation, Relationship Management, Branch Management, Business Process..., Team Management, Analytical Reasoning, Interpersonal Leadership, High Organizational..., Employee Training, Employee Management, Project Management
Education
Florida Southern College 1993 — 1997
Bachelor of Arts (B.A.), Mass Communication/Media Studies
Santa Fe Catholic 1990 — 1993
Lakeland Highlands
Daniel Habib's Morgan Stanley Smith Barney Experience March 2011 - November 2012
Job Market Analyst at MBS Highway
Industry Financial Services
Experience
MBS Highway November 2012 - Present
Residential Finance Corporation November 2012 - January 2014
Morgan Stanley Smith Barney March 2011 - November 2012
Mortgage Success Source September 2007 - January 2011
Mortgage Success Source September 2004 - September 2007
Skills
Wealth Management..., Wealth Management, Investments, Wealth, Portfolio Management, Series 7, Loans, Investment Advisory, Mortgage Lending, Microsoft Office, Series 63, Marketing, Customer Service, Finance, Business Development, Banking, Mortgage Banking, Residential Mortgages, Mergers & Acquisitions, Securities, Loan Origination, Strategic Financial..., Management, Sales, Financial Advisory, Credit, Refinance, Financial Services, Mutual Funds, Retirement Planning
Education
Monmouth University 2005 — 2008
Bachelors of Science, Finance
Florida State University 2004 — 2005
Finance
MBS Highway November 2012 - Present
Residential Finance Corporation November 2012 - January 2014
Morgan Stanley Smith Barney March 2011 - November 2012
Mortgage Success Source September 2007 - January 2011
Mortgage Success Source September 2004 - September 2007
Skills
Wealth Management..., Wealth Management, Investments, Wealth, Portfolio Management, Series 7, Loans, Investment Advisory, Mortgage Lending, Microsoft Office, Series 63, Marketing, Customer Service, Finance, Business Development, Banking, Mortgage Banking, Residential Mortgages, Mergers & Acquisitions, Securities, Loan Origination, Strategic Financial..., Management, Sales, Financial Advisory, Credit, Refinance, Financial Services, Mutual Funds, Retirement Planning
Education
Monmouth University 2005 — 2008
Bachelors of Science, Finance
Florida State University 2004 — 2005
Finance
Jonathan Armitage Jonathan Armitage's Morgan Stanley Smith Barney Experience February 2011 - December 2011
Job Fantex
Industry Research
Experience
Fantex May 2013 - Present
The Princeton Review January 2013 - May 2013
Florida Atlantic University January 2012 - December 2012
Morgan Stanley Smith Barney February 2011 - December 2011
Diamond Sports Management July 2007 - December 2010
Gateway Grizzlies Baseball May 2007 - September 2007
San Francisco Giants August 2003 - January 2007
Skills
Econometrics, Statistics, Statistical Modeling, Bloomberg Terminal, Data Analysis, Financial Econometrics, Financial Analysis, Finance
Education
Florida Atlantic University 2012 — 2012
Master of Science (M.S.), Economics
University of Georgia - Terry College of Business 1999 — 2007
BBA, Finance
Fantex May 2013 - Present
The Princeton Review January 2013 - May 2013
Florida Atlantic University January 2012 - December 2012
Morgan Stanley Smith Barney February 2011 - December 2011
Diamond Sports Management July 2007 - December 2010
Gateway Grizzlies Baseball May 2007 - September 2007
San Francisco Giants August 2003 - January 2007
Skills
Econometrics, Statistics, Statistical Modeling, Bloomberg Terminal, Data Analysis, Financial Econometrics, Financial Analysis, Finance
Education
Florida Atlantic University 2012 — 2012
Master of Science (M.S.), Economics
University of Georgia - Terry College of Business 1999 — 2007
BBA, Finance
Paul Zimny Paul Zimny's Morgan Stanley Smith Barney Experience December 2007 - February 2011
Job Financial Advisor
Industry Financial Services
Experience
Bank of America Merrill Lynch December 2014 - Present
TIAA-CREF 2011 - 2014
Morgan Stanley Smith Barney December 2007 - February 2011
Merrill Lynch 1989 - 2007
Skills
Investments, Treasury, Portfolio Management, Hedge Funds, Fixed Income, Wealth Management, Financial Services, Series 7, Finance, Financial Markets, Trading, Securities, Financial Planning, Financial Advisory
Education
Fairfield University 1985 — 1989
BA, Economics
Bank of America Merrill Lynch December 2014 - Present
TIAA-CREF 2011 - 2014
Morgan Stanley Smith Barney December 2007 - February 2011
Merrill Lynch 1989 - 2007
Skills
Investments, Treasury, Portfolio Management, Hedge Funds, Fixed Income, Wealth Management, Financial Services, Series 7, Finance, Financial Markets, Trading, Securities, Financial Planning, Financial Advisory
Education
Fairfield University 1985 — 1989
BA, Economics
Steven O'Leary's Morgan Stanley Smith Barney Experience July 2002 - December 2008
Job Financial Planning Advisor at VALIC
Industry Financial Services
Experience
VALIC, Financial Advisors December 2010 - Present
Sherwood Forest Capital Management January 2009 - January 2012
Morgan Stanley Smith Barney July 2002 - December 2008
Chesterfield Airport Advisory Board 2001 - 2008
Scott & Stringfellow October 1997 - July 2002
Skills
Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Retirement, Insturment Rated..., Sweep and Scull Rowing, Management, Equities, Investments, Financial Services, Strategic Financial..., Financial Advisory, Fixed Income, Alternative Investments, Estate Planning, Finance, FINRA, Insurance, Investment Strategies, Securities, Series 63, Series 7, Financial Planners, 401k, Asset Allocation, IRAs, Term Life Insurance, Financial Planning
Education
Florida Institute of Technology 1986 — 1989
Bachelor of Science, Aviation Mangement
University of San Diego 1977 — 1980
Associate of Arts, Business Administration
VALIC, Financial Advisors December 2010 - Present
Sherwood Forest Capital Management January 2009 - January 2012
Morgan Stanley Smith Barney July 2002 - December 2008
Chesterfield Airport Advisory Board 2001 - 2008
Scott & Stringfellow October 1997 - July 2002
Skills
Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Retirement, Insturment Rated..., Sweep and Scull Rowing, Management, Equities, Investments, Financial Services, Strategic Financial..., Financial Advisory, Fixed Income, Alternative Investments, Estate Planning, Finance, FINRA, Insurance, Investment Strategies, Securities, Series 63, Series 7, Financial Planners, 401k, Asset Allocation, IRAs, Term Life Insurance, Financial Planning
Education
Florida Institute of Technology 1986 — 1989
Bachelor of Science, Aviation Mangement
University of San Diego 1977 — 1980
Associate of Arts, Business Administration
Janet Foster - Garafano's Morgan Stanley Smith Barney Experience January 2010 - August 2010
Job Project Manager J. Knipper & Company
Industry Information Technology and Services
Experience
J. Knipper & Company, Inc. March 2014 - April 2015
Morgan Stanley April 2013 - November 2013
Morgan Stanley Technology & Information Risk September 2011 - March 2013
RBS Citizens Financial Group November 2010 - March 2011
Merrill Lynch Bank of America September 2010 - October 2010
Morgan Stanley Smith Barney January 2010 - August 2010
AIG Global Investment Group September 2008 - January 2010
Bank of America July 2007 - May 2008
JPMorgan Chase 2005 - 2007
Mellon HR Solutions 2002 - 2005
Skills
Quality Assurance, User Acceptance Testing, Business Analysis, Requirements Analysis, Testing, SDLC, Software Documentation, Integration, Vendor Management, Technical Program &..., Data Warehousing, PMP, Manual Testing, Test Planning, Software Project..., Project Portfolio..., Business Requirements, Analysis, MS Project, Requirements Gathering, PMO, Unix, SharePoint, Program Management, Management, Software Quality..., Project Management, Financial Services, Quality Center, Test Cases, Test Management, Visio, DB2, System Testing
Education
Fairleigh Dickinson University 1973 — 1977
J. Knipper & Company, Inc. March 2014 - April 2015
Morgan Stanley April 2013 - November 2013
Morgan Stanley Technology & Information Risk September 2011 - March 2013
RBS Citizens Financial Group November 2010 - March 2011
Merrill Lynch Bank of America September 2010 - October 2010
Morgan Stanley Smith Barney January 2010 - August 2010
AIG Global Investment Group September 2008 - January 2010
Bank of America July 2007 - May 2008
JPMorgan Chase 2005 - 2007
Mellon HR Solutions 2002 - 2005
Skills
Quality Assurance, User Acceptance Testing, Business Analysis, Requirements Analysis, Testing, SDLC, Software Documentation, Integration, Vendor Management, Technical Program &..., Data Warehousing, PMP, Manual Testing, Test Planning, Software Project..., Project Portfolio..., Business Requirements, Analysis, MS Project, Requirements Gathering, PMO, Unix, SharePoint, Program Management, Management, Software Quality..., Project Management, Financial Services, Quality Center, Test Cases, Test Management, Visio, DB2, System Testing
Education
Fairleigh Dickinson University 1973 — 1977
Mike Foristel's Morgan Stanley Smith Barney Experience February 2011 - Present
Job Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2011 - Present
FrontPoint Partners LLC January 2008 - December 2010
FrontPoint Partners / Morgan Stanley Investment Management August 2006 - December 2007
Genesco Sports Enterprises May 2004 - September 2004
Skills
Capital Markets, Investments, Fixed Income, Financial Services
Education
Fairfield University 2002 — 2006
Finance / Marketing, Accounting
Lorenzo Di Medici Institute 2005 — 2005
Liberal Arts - Core
Harrison High Scool 1998 — 2002
Morgan Stanley Smith Barney February 2011 - Present
FrontPoint Partners LLC January 2008 - December 2010
FrontPoint Partners / Morgan Stanley Investment Management August 2006 - December 2007
Genesco Sports Enterprises May 2004 - September 2004
Skills
Capital Markets, Investments, Fixed Income, Financial Services
Education
Fairfield University 2002 — 2006
Finance / Marketing, Accounting
Lorenzo Di Medici Institute 2005 — 2005
Liberal Arts - Core
Harrison High Scool 1998 — 2002
DJ Romanchuk's Morgan Stanley Smith Barney Experience December 2009 - July 2011
Job Managing Partner at Trident Acquisitions
Industry Real Estate
Experience
Trident Acquisitions February 2013 - Present
Merrill Lynch January 2012 - Present
Morgan Stanley Smith Barney December 2009 - July 2011
Marcus & Millichap August 2008 - May 2009
Bay Communities July 2006 - April 2008
Skills
Management, Investments, Series 7, Real Estate, Finance, Wealth Management, Sales, Team Building, Strategic Planning, Contract Negotiation
Education
Florida State University 2003 — 2006
Penn State University
Trident Acquisitions February 2013 - Present
Merrill Lynch January 2012 - Present
Morgan Stanley Smith Barney December 2009 - July 2011
Marcus & Millichap August 2008 - May 2009
Bay Communities July 2006 - April 2008
Skills
Management, Investments, Series 7, Real Estate, Finance, Wealth Management, Sales, Team Building, Strategic Planning, Contract Negotiation
Education
Florida State University 2003 — 2006
Penn State University
Shardea Davis's Morgan Stanley Smith Barney Experience March 2011 - March 2012
Job Financial Services Representative at Western & Southern Life
Industry Financial Services
Experience
Western & Southern Life March 2015 - Present
AIG Financial Network June 2013 - March 2015
Morgan Stanley Smith Barney March 2011 - March 2012
Citi November 2010 - March 2011
J.P. Morgan July 2009 - July 2010
J.P. Morgan May 2008 - August 2008
LaSalle Bank May 2007 - August 2007
Skills
Investments, Finance, Financial Modeling, Portfolio Management, Financial Analysis, Banking, Risk Management, Financial Services, Asset Allocation, Bloomberg, Retirement Planning, Equities, Corporate Finance, Microsoft Excel, Licensed Life & Health..., Credit Analysis, Hyperion Planning, Hyperion Financial..., Life Insurance
Education
Florida Agricultural and Mechanical University 2004 — 2008
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Western & Southern Life March 2015 - Present
AIG Financial Network June 2013 - March 2015
Morgan Stanley Smith Barney March 2011 - March 2012
Citi November 2010 - March 2011
J.P. Morgan July 2009 - July 2010
J.P. Morgan May 2008 - August 2008
LaSalle Bank May 2007 - August 2007
Skills
Investments, Finance, Financial Modeling, Portfolio Management, Financial Analysis, Banking, Risk Management, Financial Services, Asset Allocation, Bloomberg, Retirement Planning, Equities, Corporate Finance, Microsoft Excel, Licensed Life & Health..., Credit Analysis, Hyperion Planning, Hyperion Financial..., Life Insurance
Education
Florida Agricultural and Mechanical University 2004 — 2008
Bachelor of Science (B.S.), Banking, Corporate, Finance, and Securities Law
Jamie Caceres's Morgan Stanley Smith Barney Experience September 2010 - Present
Job CBDO Assistant at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2010 - Present
Morgan Stanley Smith Barney May 2009 - May 2011
Scriptlogic July 2006 - May 2009
Palm Beach Community College June 2004 - March 2006
Education
Florida Atlantic University 2006 — 2009
Morgan Stanley Smith Barney September 2010 - Present
Morgan Stanley Smith Barney May 2009 - May 2011
Scriptlogic July 2006 - May 2009
Palm Beach Community College June 2004 - March 2006
Education
Florida Atlantic University 2006 — 2009
Christian Zimmermann's Morgan Stanley Smith Barney Experience June 2010 - January 2013
Job Executive Administrative Assistant
Industry Executive Office
Experience
Hamilton Lane April 2013 - Present
Morgan Stanley Smith Barney June 2010 - January 2013
Robinson Lerer & Montgomery February 2010 - May 2010
HSBC Private Bank June 2003 - March 2009
JPMorgan Chase December 1995 - May 2003
The Chase Manhattan Bank 1995 - 1998
American Ballet Theatre 1977 - 1979
Skills
Excellent..., Heavy calendar..., Philanthropic..., Hability to work under..., Highest confidentiality..., Investments, Management, Series 63, CRM, Bloomberg, Photoshop, Series 7, Marketing Strategy, Recruiting, Access, Equity Research, Strategy, Spanish, Microsoft Office, High Net Worth..., Investment Banking, Wealth Management, Microsoft Excel, Private Banking, Strategic Planning, Banking
Education
Fashion Institute of Technology 2009 — 2010
Liberal Arts & Interior Design, Interior Design
New York University 1993 — 1996
Certificate in Translation & Interpretation, Translation & Interpretation, Spanish, French, Italian
Hamilton Lane April 2013 - Present
Morgan Stanley Smith Barney June 2010 - January 2013
Robinson Lerer & Montgomery February 2010 - May 2010
HSBC Private Bank June 2003 - March 2009
JPMorgan Chase December 1995 - May 2003
The Chase Manhattan Bank 1995 - 1998
American Ballet Theatre 1977 - 1979
Skills
Excellent..., Heavy calendar..., Philanthropic..., Hability to work under..., Highest confidentiality..., Investments, Management, Series 63, CRM, Bloomberg, Photoshop, Series 7, Marketing Strategy, Recruiting, Access, Equity Research, Strategy, Spanish, Microsoft Office, High Net Worth..., Investment Banking, Wealth Management, Microsoft Excel, Private Banking, Strategic Planning, Banking
Education
Fashion Institute of Technology 2009 — 2010
Liberal Arts & Interior Design, Interior Design
New York University 1993 — 1996
Certificate in Translation & Interpretation, Translation & Interpretation, Spanish, French, Italian
Stephen Loester's Morgan Stanley Smith Barney Experience January 2002 - May 2002
Job Associate at Gibson & Perkins PC
Industry Law Practice
Experience
Gibson & Perkins PC October 2011 - Present
Internal Revenue Service January 2011 - May 2011
Villanova Law Library August 2009 - May 2011
Joy Mullane May 2009 - May 2010
The Honorable Elizabeth T. Hey May 2008 - August 2008
Meritain Health December 2003 - August 2007
Morgan Stanley Smith Barney January 2002 - May 2002
Skills
Litigation, Legal Writing, Research
Education
Villanova University School of Law 2009 — 2011
LLM, Taxation
Villanova University School of Law 2007 — 2010
JD, Law
Fairfield University 1998 — 2002
B.A., Business Management, Economics
Gibson & Perkins PC October 2011 - Present
Internal Revenue Service January 2011 - May 2011
Villanova Law Library August 2009 - May 2011
Joy Mullane May 2009 - May 2010
The Honorable Elizabeth T. Hey May 2008 - August 2008
Meritain Health December 2003 - August 2007
Morgan Stanley Smith Barney January 2002 - May 2002
Skills
Litigation, Legal Writing, Research
Education
Villanova University School of Law 2009 — 2011
LLM, Taxation
Villanova University School of Law 2007 — 2010
JD, Law
Fairfield University 1998 — 2002
B.A., Business Management, Economics
Jason Cartier's Morgan Stanley Smith Barney Experience March 2012 - February 2013
Job Director of Training AIG Financial Network
Industry Financial Services
Experience
AIG June 2014 - Present
JPMorgan Chase June 2013 - May 2014
Morgan Stanley Smith Barney March 2012 - February 2013
Northwestern Mutual June 2011 - March 2012
MetLife Financial Services January 2008 - June 2009
Skills
Insurance, Investments, Long-term Care, Program Management, Small Business, 401k, Fixed Annuities, Mutual Funds, Financial Services, Series 63, Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Sales, Finance, Investment Advisory
Education
Cardinal Newman
Florida Atlantic University
Bachelor of Science (B.S.)
AIG June 2014 - Present
JPMorgan Chase June 2013 - May 2014
Morgan Stanley Smith Barney March 2012 - February 2013
Northwestern Mutual June 2011 - March 2012
MetLife Financial Services January 2008 - June 2009
Skills
Insurance, Investments, Long-term Care, Program Management, Small Business, 401k, Fixed Annuities, Mutual Funds, Financial Services, Series 63, Wealth Management, Retirement Planning, Series 7, Strategic Financial..., Sales, Finance, Investment Advisory
Education
Cardinal Newman
Florida Atlantic University
Bachelor of Science (B.S.)
Joyce Gordon's Morgan Stanley Smith Barney Experience 2009 - March 2012
Job Passionate & dynamic Marketing Specialist looking for my next opportunity for success.
Industry Marketing and Advertising
Experience
Morgan Stanley Smith Barney 2009 - March 2012
Citi October 1988 - July 2009
Skills
Marketing, Management, Leadership, Team Leadership, Training, Business Development, Account Management, Financial Services, New Business Development, Sales Management, Marketing Strategy, Strategic Planning, Direct Marketing, Product Management, CRM, Budgets, Digital Marketing, Finance, Analytics, Strategy, Marketing Communications, Product Development, Business Strategy, Salesforce.com, Business Intelligence, Social Media Marketing, Product Marketing, Online Advertising
Education
Fashion Institute of Technology 1980 — 1982
Illinois Central College 1977 — 1980
Business Merchandising
Morgan Stanley Smith Barney 2009 - March 2012
Citi October 1988 - July 2009
Skills
Marketing, Management, Leadership, Team Leadership, Training, Business Development, Account Management, Financial Services, New Business Development, Sales Management, Marketing Strategy, Strategic Planning, Direct Marketing, Product Management, CRM, Budgets, Digital Marketing, Finance, Analytics, Strategy, Marketing Communications, Product Development, Business Strategy, Salesforce.com, Business Intelligence, Social Media Marketing, Product Marketing, Online Advertising
Education
Fashion Institute of Technology 1980 — 1982
Illinois Central College 1977 — 1980
Business Merchandising
Justine Nero's Morgan Stanley Smith Barney Experience August 2007 - December 2011
Job Keller Williams Realty, Inc.
Industry Real Estate
Experience
Keller Williams Realty, Inc. July 2015 - Present
UBS Financial Services, Inc. December 2011 - April 2015
Morgan Stanley Smith Barney August 2007 - December 2011
Education
Fairleigh Dickinson University 2002 — 2004
MBA, Management
Siena College 1993 — 1997
BS, Finance
Keller Williams Realty, Inc. July 2015 - Present
UBS Financial Services, Inc. December 2011 - April 2015
Morgan Stanley Smith Barney August 2007 - December 2011
Education
Fairleigh Dickinson University 2002 — 2004
MBA, Management
Siena College 1993 — 1997
BS, Finance
James Staten, CFP®'s Morgan Stanley Smith Barney Experience July 2008 - January 2009
Job Wealth Manager at USAA
Industry Financial Services
Experience
USAA April 2011 - Present
Edward Jones October 2009 - April 2011
Morgan Stanley Smith Barney July 2008 - January 2009
Skills
Retirement Planning, Life Insurance, Series 7, Mutual Funds, Retirement, Strategic Financial..., Wealth Management, Asset Allocation, Series 63, Investments, Financial Advisory, Fixed Annuities, Estate Planning, Portfolio Management, Asset Management, Insurance, Investment Advisory, 401k, Investment Strategies
Education
Florida Atlantic University 2005 — 2009
B.B.A, Finance
Chipola College 2005 — 2007
A.A, Business
USAA April 2011 - Present
Edward Jones October 2009 - April 2011
Morgan Stanley Smith Barney July 2008 - January 2009
Skills
Retirement Planning, Life Insurance, Series 7, Mutual Funds, Retirement, Strategic Financial..., Wealth Management, Asset Allocation, Series 63, Investments, Financial Advisory, Fixed Annuities, Estate Planning, Portfolio Management, Asset Management, Insurance, Investment Advisory, 401k, Investment Strategies
Education
Florida Atlantic University 2005 — 2009
B.B.A, Finance
Chipola College 2005 — 2007
A.A, Business
Brittany Wolf's Morgan Stanley Smith Barney Experience July 2007 - Present
Job Sales Assistant and Branch Manager's Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2007 - Present
Education
Florida State University 2000 — 2004
Sports Management
Morgan Stanley Smith Barney July 2007 - Present
Education
Florida State University 2000 — 2004
Sports Management
Evangeline Davila, CIMA®'s Morgan Stanley Smith Barney Experience January 1993 - January 2000
Job Chief Research & Investment Officer, Consultiva Internacional Inc.
Industry Financial Services
Experience
Consultiva Internacional Inc. March 2014 - Present
Consultiva Internacional Inc. February 2000 - Present
Morgan Stanley Smith Barney January 1993 - January 2000
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2006
Certified Investment Management Analyst, Executive Program
Florida International University - College of Business 1986 — 1989
BBA, Finance
Consultiva Internacional Inc. March 2014 - Present
Consultiva Internacional Inc. February 2000 - Present
Morgan Stanley Smith Barney January 1993 - January 2000
Education
University of California, Berkeley - Walter A. Haas School of Business 2006 — 2006
Certified Investment Management Analyst, Executive Program
Florida International University - College of Business 1986 — 1989
BBA, Finance
Adam Foldes's Morgan Stanley Smith Barney Experience September 2001 - September 2009
Job Financial Advisor
Industry Financial Services
Experience
Morgan Stanley January 2011 - Present
Morgan Stanley September 2009 - January 2011
Morgan Stanley Smith Barney September 2001 - September 2009
Skills
Finance, Sales, Strategic Planning, Financial Analysis, Risk Management, Leadership, Customer Service, Microsoft Word, Portfolio Management, Analysis, Team Leadership, Budgets, Team Building, Public Speaking, Operations Management, Equities, Investments, Series 7
Education
Florida Atlantic University 2000 — 2004
Bachelor of Arts (B.A.), Finance, General
Morgan Stanley January 2011 - Present
Morgan Stanley September 2009 - January 2011
Morgan Stanley Smith Barney September 2001 - September 2009
Skills
Finance, Sales, Strategic Planning, Financial Analysis, Risk Management, Leadership, Customer Service, Microsoft Word, Portfolio Management, Analysis, Team Leadership, Budgets, Team Building, Public Speaking, Operations Management, Equities, Investments, Series 7
Education
Florida Atlantic University 2000 — 2004
Bachelor of Arts (B.A.), Finance, General
Frank Valanzola's Morgan Stanley Smith Barney Experience 2008 - Present
Job Chairman
Industry Philanthropy
Experience
Morgan Stanley Smith Barney 2008 - Present
New Jersey Bocce Invitational January 2006 - Present
Bear Stearns August 2005 - March 2008
Morgan Stanley July 1997 - August 2004
Education
Fairleigh Dickinson University 2007 — 2008
Financial Planning
New Jersey City University 1978 — 1982
BS, Business
Morgan Stanley Smith Barney 2008 - Present
New Jersey Bocce Invitational January 2006 - Present
Bear Stearns August 2005 - March 2008
Morgan Stanley July 1997 - August 2004
Education
Fairleigh Dickinson University 2007 — 2008
Financial Planning
New Jersey City University 1978 — 1982
BS, Business
Michael J. Amoroso's Morgan Stanley Smith Barney Experience 1996 - 1998
Job Legal Counsel
Industry Legal Services
Experience
The Law Offices of Michael J. Amoroso 2004 - Present
Littman Krooks LLP 1999 - 2004
Morgan Stanley Smith Barney 1996 - 1998
Yaghooti & Associates LLP 1992 - 1996
Foote, Cone & Belding 1987 - 1989
Skills
Estate Planning, Powers of Attorney, Health Care Directives, Asset Preservation..., Long-Term Care Planning, Special Needs &..., Probate & Estate..., Real Estate, Contracts & Business..., Contract Negotiation, Human Resources &..., Risk Assessment,..., Litigation, Mediation &..., Litigation, Team Leadership, Team Management, Project Management, Marketing Communications, Investments, Legal Writing, Portfolio Management, Risk Management, Trusts, Legal Research, Leadership, Corporate Law, Due Diligence, Management, Long-term Care, Social Media, Commercial Litigation, Marketing
Education
Archbishop Molloy High School
Fairfield University
Bachelor of Arts (B.A.), Political Science and Government
University of Miami School of Law
Doctor of Law (J.D.)
The Law Offices of Michael J. Amoroso 2004 - Present
Littman Krooks LLP 1999 - 2004
Morgan Stanley Smith Barney 1996 - 1998
Yaghooti & Associates LLP 1992 - 1996
Foote, Cone & Belding 1987 - 1989
Skills
Estate Planning, Powers of Attorney, Health Care Directives, Asset Preservation..., Long-Term Care Planning, Special Needs &..., Probate & Estate..., Real Estate, Contracts & Business..., Contract Negotiation, Human Resources &..., Risk Assessment,..., Litigation, Mediation &..., Litigation, Team Leadership, Team Management, Project Management, Marketing Communications, Investments, Legal Writing, Portfolio Management, Risk Management, Trusts, Legal Research, Leadership, Corporate Law, Due Diligence, Management, Long-term Care, Social Media, Commercial Litigation, Marketing
Education
Archbishop Molloy High School
Fairfield University
Bachelor of Arts (B.A.), Political Science and Government
University of Miami School of Law
Doctor of Law (J.D.)
Matthew D Kutner's Morgan Stanley Smith Barney Experience December 2004 - September 2011
Job Senior Financial Advisor
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
Morgan Stanley Smith Barney December 2004 - September 2011
Herbert J. Sims & Co. January 2003 - December 2004
Skills
Series 7, Alternative Investments, Investments, Series 63, Mutual Funds, Retirement Planning, Wealth Management, Portfolio Management, Securities, Estate Planning, Equities, Asset Managment, Uniform Combined State..., Investment Strategies, 401k, Series 65, Insurance, Financial Analysis, Loans, Finance, Asset Management, Financial Advisory, Investment Advisory
Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Finance, General
Rutgers University-New Brunswick
Merrill Lynch September 2011 - Present
Morgan Stanley Smith Barney December 2004 - September 2011
Herbert J. Sims & Co. January 2003 - December 2004
Skills
Series 7, Alternative Investments, Investments, Series 63, Mutual Funds, Retirement Planning, Wealth Management, Portfolio Management, Securities, Estate Planning, Equities, Asset Managment, Uniform Combined State..., Investment Strategies, 401k, Series 65, Insurance, Financial Analysis, Loans, Finance, Asset Management, Financial Advisory, Investment Advisory
Education
Florida Atlantic University
Bachelor of Business Administration (BBA), Finance, General
Rutgers University-New Brunswick
Kris Sona's Morgan Stanley Smith Barney Experience July 2009 - August 2009
Job Financial Analyst at Chubb Insurance
Industry Financial Services
Experience
Chubb Insurance January 2012 - Present
Brown Brothers Harriman May 2011 - January 2012
Law Offices of Balk and Cistrelli October 2009 - May 2011
Morgan Stanley-Smith Barney July 2009 - August 2009
CBS Radio April 2004 - May 2009
Comcast Spotlight January 2005 - April 2006
Skills
Analysis, Banking, Sales, Finance, Microsoft Excel, PowerPoint, Microsoft Word, Risk Management
Education
Fairleigh Dickinson University 2008 — 2010
MBA, Finance
Kean University
Bachelor of Arts, Communications
Chubb Insurance January 2012 - Present
Brown Brothers Harriman May 2011 - January 2012
Law Offices of Balk and Cistrelli October 2009 - May 2011
Morgan Stanley-Smith Barney July 2009 - August 2009
CBS Radio April 2004 - May 2009
Comcast Spotlight January 2005 - April 2006
Skills
Analysis, Banking, Sales, Finance, Microsoft Excel, PowerPoint, Microsoft Word, Risk Management
Education
Fairleigh Dickinson University 2008 — 2010
MBA, Finance
Kean University
Bachelor of Arts, Communications
Kayra Rasmussen's Morgan Stanley Smith Barney Experience July 1999 - Present
Job Senior Complex Service Manager
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 1999 - Present
Smith Barney July 1999 - June 2010
Morgan Stanley January 1987 - July 1999
Education
Florida Metropolitan University
Morgan Stanley Smith Barney July 1999 - Present
Smith Barney July 1999 - June 2010
Morgan Stanley January 1987 - July 1999
Education
Florida Metropolitan University
Adriana Demianew Cadena's Morgan Stanley Smith Barney Experience August 2009 - June 2012
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney August 2009 - June 2012
Caribbean Shipping Agency S January 1995 - June 2009
ORCO Ltda January 1996 - January 1999
CONVI LTDA January 1996 - January 1997
2006 April 1996 - December 1996
MECO Equipment Sales, Inc January 1994 - January 1995
Skills
Customer Service, Financial Analysis, Petroleum, Investments, Portfolio Management, Sales, Risk Management, Financial Modeling, Banking, Capital Markets, Wealth Management, Equities, Asset Management, Corporate Finance, Fixed Income
Education
Florida International University 1990 — 1993
A., Industrial and System Engineering
The English School 1981 — 1988
Los Andes University
Postgraduate Degree, Higher Management
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney August 2009 - June 2012
Caribbean Shipping Agency S January 1995 - June 2009
ORCO Ltda January 1996 - January 1999
CONVI LTDA January 1996 - January 1997
2006 April 1996 - December 1996
MECO Equipment Sales, Inc January 1994 - January 1995
Skills
Customer Service, Financial Analysis, Petroleum, Investments, Portfolio Management, Sales, Risk Management, Financial Modeling, Banking, Capital Markets, Wealth Management, Equities, Asset Management, Corporate Finance, Fixed Income
Education
Florida International University 1990 — 1993
A., Industrial and System Engineering
The English School 1981 — 1988
Los Andes University
Postgraduate Degree, Higher Management
Sheldon Joe's Morgan Stanley Smith Barney Experience January 2006 - June 2008
Job Senior Financial Analyst
Industry Wireless
Experience
TracFone Wireless February 2013 - Present
DHL July 2011 - February 2013
Morgan Stanley Smith Barney January 2006 - June 2008
Enterprise Rent-A-Car November 2004 - January 2006
Education
Florida International University 1997 — 2002
Bachelor of Science, Business Administration, Finance
Florida Real Estate
TracFone Wireless February 2013 - Present
DHL July 2011 - February 2013
Morgan Stanley Smith Barney January 2006 - June 2008
Enterprise Rent-A-Car November 2004 - January 2006
Education
Florida International University 1997 — 2002
Bachelor of Science, Business Administration, Finance
Florida Real Estate
Gabriel D'Amica's Morgan Stanley Smith Barney Experience November 1995 - October 2009
Job at Merrill Edge
Industry Financial Services
Experience
Merrill Edge March 2013 - Present
Merrill Lynch November 2011 - February 2013
Merrill Lynch November 2010 - October 2011
Morgan Stanley Wealth Management November 2009 - October 2010
Morgan Stanley Smith Barney November 1995 - October 2009
Smith Barney October 1993 - October 1995
Advest, Inc. October 1992 - September 1993
Shearson Lehman Brothers September 1986 - September 1992
Education
Northeastern University
Master of Business Administration (M.B.A.), Finance, General
Fashion Institute of Technology
Bachelor of Applied Science
Merrill Edge March 2013 - Present
Merrill Lynch November 2011 - February 2013
Merrill Lynch November 2010 - October 2011
Morgan Stanley Wealth Management November 2009 - October 2010
Morgan Stanley Smith Barney November 1995 - October 2009
Smith Barney October 1993 - October 1995
Advest, Inc. October 1992 - September 1993
Shearson Lehman Brothers September 1986 - September 1992
Education
Northeastern University
Master of Business Administration (M.B.A.), Finance, General
Fashion Institute of Technology
Bachelor of Applied Science
Matthew Clemente's Morgan Stanley Smith Barney Experience May 2007 - August 2007
Job Regional Consultant at Lord Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC March 2015 - Present
J.P. Morgan July 2012 - December 2014
Colts Neck Fire Department #2 May 2006 - July 2013
J.P. Morgan July 2010 - July 2012
Morgan Stanley Smith Barney May 2007 - August 2007
Skills
Bloomberg, Fixed Income, Equities, Financial Analysis, Investments, Equity Research, Banking, Series 7, Investment Banking, Bloomberg Terminal, Hedge Funds, Microsoft Excel
Education
Fairleigh Dickinson University 2004 — 2010
BS, Finance
Christian Brothers Academy 2000 — 2004
Lord, Abbett & Co. LLC March 2015 - Present
J.P. Morgan July 2012 - December 2014
Colts Neck Fire Department #2 May 2006 - July 2013
J.P. Morgan July 2010 - July 2012
Morgan Stanley Smith Barney May 2007 - August 2007
Skills
Bloomberg, Fixed Income, Equities, Financial Analysis, Investments, Equity Research, Banking, Series 7, Investment Banking, Bloomberg Terminal, Hedge Funds, Microsoft Excel
Education
Fairleigh Dickinson University 2004 — 2010
BS, Finance
Christian Brothers Academy 2000 — 2004
Paul Buchbaum's Morgan Stanley Smith Barney Experience 2001 - 2009
Job Equity Plan Services Executive
Industry Financial Services
Experience
Paul Buchbaum 2012 - 2013
ICM Corporate Plan Services March 2010 - June 2011
Morgan Stanley Smith Barney 2001 - 2009
AST Shareholder Services 1996 - 2001
Mellon Bank 1988 - 1996
Bradford National Corporation 1982 - 1988
Skills
Securities, Equities, Alternative Investments, Series 7, Financial Services, CRM, Investments, Portfolio Management, Options
Education
Fairleigh Dickinson University
Paul Buchbaum 2012 - 2013
ICM Corporate Plan Services March 2010 - June 2011
Morgan Stanley Smith Barney 2001 - 2009
AST Shareholder Services 1996 - 2001
Mellon Bank 1988 - 1996
Bradford National Corporation 1982 - 1988
Skills
Securities, Equities, Alternative Investments, Series 7, Financial Services, CRM, Investments, Portfolio Management, Options
Education
Fairleigh Dickinson University
Paris Wood's Morgan Stanley Smith Barney Experience June 2008 - March 2009
Job Education
Industry Education Management
Experience
Forest Tek Lumber May 2010 - January 2014
SeaTrek Ltd. March 2009 - March 2010
Morgan Stanley Smith Barney June 2008 - March 2009
Skills
Marketing, Management, Leadership, Training, Coaching, Teaching, Microsoft Excel, Microsoft Office, Team Building
Education
G42 Leadership Academy 2014 — 2014
Leadership Certificate, Leadership
Palm Beach Atlantic University 2010 — 2012
Bachelor of Science (BS), International Business/Marketing, 3.0
Flathead Valley Community College 2003 — 2005
Associate's Degree, International Business
Coral Shores High School 1999 — 2003
High School, N/A
Forest Tek Lumber May 2010 - January 2014
SeaTrek Ltd. March 2009 - March 2010
Morgan Stanley Smith Barney June 2008 - March 2009
Skills
Marketing, Management, Leadership, Training, Coaching, Teaching, Microsoft Excel, Microsoft Office, Team Building
Education
G42 Leadership Academy 2014 — 2014
Leadership Certificate, Leadership
Palm Beach Atlantic University 2010 — 2012
Bachelor of Science (BS), International Business/Marketing, 3.0
Flathead Valley Community College 2003 — 2005
Associate's Degree, International Business
Coral Shores High School 1999 — 2003
High School, N/A
Melanie Sands's Morgan Stanley Smith Barney Experience 2010 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2010 - Present
Skills
Wealth Management, Series 7, Asset Allocation, Client Services
Education
Fashion Institute of Technology
Morgan Stanley Smith Barney 2010 - Present
Skills
Wealth Management, Series 7, Asset Allocation, Client Services
Education
Fashion Institute of Technology
Michael Brophy's Morgan Stanley Smith Barney Experience 2008 - 2010
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2008 - 2010
Smith Barney/CitiGroup 1994 - 2007
smith barney 1993 - 2004
smith barney 1993 - 2001
Shearson Lehman Brothers 1985 - 1993
Shearson Hayden Stone 1980 - 1984
LHHF Consulting 1910 - 1910
LHH 1910 - 1910
Skills
Series 7, Series 63, Series 24, Series 65, Life Insurance, Unit Investment Trusts, Common Sense, Securities, Mutual Funds, Disaster Recovery, Risk Management, Collaborative Problem..., Staff Supervision, Chessplayer, Business Process..., 529 Plans, Equities, Finance, Portfolio Management, Investments, Fixed Income, Bonds
Education
Fairleigh Dickinson University 1969 — 1973
BS, Business Administration-Accounting
Hackensack High School
Morgan Stanley Smith Barney 2008 - 2010
Smith Barney/CitiGroup 1994 - 2007
smith barney 1993 - 2004
smith barney 1993 - 2001
Shearson Lehman Brothers 1985 - 1993
Shearson Hayden Stone 1980 - 1984
LHHF Consulting 1910 - 1910
LHH 1910 - 1910
Skills
Series 7, Series 63, Series 24, Series 65, Life Insurance, Unit Investment Trusts, Common Sense, Securities, Mutual Funds, Disaster Recovery, Risk Management, Collaborative Problem..., Staff Supervision, Chessplayer, Business Process..., 529 Plans, Equities, Finance, Portfolio Management, Investments, Fixed Income, Bonds
Education
Fairleigh Dickinson University 1969 — 1973
BS, Business Administration-Accounting
Hackensack High School
Martin Killian's Morgan Stanley Smith Barney Experience May 2000 - August 2000
Job Director Product Management, VSAT Solutions at Globecomm Systems Inc.
Industry Telecommunications
Experience
Globecomm Systems Inc. June 2015 - Present
Telaurus, A Globecomm Maritime Company May 2010 - June 2015
Vizada November 2007 - May 2010
FTMSC/Vizada, Inc January 2004 - November 2007
C.H. Robinson Worldwide September 2002 - November 2003
Morgan Stanley Smith Barney May 2000 - August 2000
MBNA Bank May 1998 - August 1998
Skills
Logistics, Sales, Satellite, Shipping, Customer Service, Negotiation
Education
Florida Atlantic University 1996 — 2002
Master of Science, International Business
Florida Atlantic University (FAU) 1996 — 2002
Bachelor of Science, Marketing; International Business and Trade
Globecomm Systems Inc. June 2015 - Present
Telaurus, A Globecomm Maritime Company May 2010 - June 2015
Vizada November 2007 - May 2010
FTMSC/Vizada, Inc January 2004 - November 2007
C.H. Robinson Worldwide September 2002 - November 2003
Morgan Stanley Smith Barney May 2000 - August 2000
MBNA Bank May 1998 - August 1998
Skills
Logistics, Sales, Satellite, Shipping, Customer Service, Negotiation
Education
Florida Atlantic University 1996 — 2002
Master of Science, International Business
Florida Atlantic University (FAU) 1996 — 2002
Bachelor of Science, Marketing; International Business and Trade
Christopher Conway's Morgan Stanley Smith Barney Experience September 2008 - August 2009
Job Account Executive at Century 21 Calabrese
Industry Real Estate
Experience
C.Conway Property Management LLC November 2013 - Present
Century 21 Calabrese April 2013 - Present
Forex Signs Inc./Coastal Trade Securities August 2009 - Present
Richard Curran Realty LLC May 2005 - April 2013
Morgan Stanley Smith Barney September 2008 - August 2009
Colonial Surety Company LLC January 2007 - September 2008
Skills
Sales Process, Direct Sales, Summit Production, Salesforce.com, CRM software, Microsoft Office, Social Networking, Trade Shows, Real Estate Transactions, Real Estate Investment, Real Estate Finance, Short Sales, Marketing Research, Financial Analysis, FX trading, Trading Systems, Investment Properties, Contract Negotiation, CRM, Real Estate Economics, Lead Generation, New Business Development, Selling, Sales, Finance, Commercial Real Estate, Customer Service, Analysis, Investments, Retail, Asset Management, Portfolio Management, Market Research, Residential Homes, Equities, Credit, Competitive Analysis, Property Management, Negotiation, Risk Management, Market Analysis, Alternative Investments, Banking, Loans, Business Development, Investors, Management, Real Estate, Sellers, Marketing
Education
Fairleigh Dickinson University 2001 — 2005
B.S., Business Management
Don Bosco Prep 1996 — 2000
H.S. Diploma, College/University Prepatory
C.Conway Property Management LLC November 2013 - Present
Century 21 Calabrese April 2013 - Present
Forex Signs Inc./Coastal Trade Securities August 2009 - Present
Richard Curran Realty LLC May 2005 - April 2013
Morgan Stanley Smith Barney September 2008 - August 2009
Colonial Surety Company LLC January 2007 - September 2008
Skills
Sales Process, Direct Sales, Summit Production, Salesforce.com, CRM software, Microsoft Office, Social Networking, Trade Shows, Real Estate Transactions, Real Estate Investment, Real Estate Finance, Short Sales, Marketing Research, Financial Analysis, FX trading, Trading Systems, Investment Properties, Contract Negotiation, CRM, Real Estate Economics, Lead Generation, New Business Development, Selling, Sales, Finance, Commercial Real Estate, Customer Service, Analysis, Investments, Retail, Asset Management, Portfolio Management, Market Research, Residential Homes, Equities, Credit, Competitive Analysis, Property Management, Negotiation, Risk Management, Market Analysis, Alternative Investments, Banking, Loans, Business Development, Investors, Management, Real Estate, Sellers, Marketing
Education
Fairleigh Dickinson University 2001 — 2005
B.S., Business Management
Don Bosco Prep 1996 — 2000
H.S. Diploma, College/University Prepatory
Mark Solis, CFA's Morgan Stanley Smith Barney Experience May 2008 - July 2008
Job Associate Product Manager at FactSet Research Systems
Industry Financial Services
Experience
FactSet Research Systems February 2011 - Present
Fairleigh Dickinson University August 2009 - July 2010
Morgan Stanley Smith Barney May 2008 - July 2008
Morgan Stanley Smith Barney June 2007 - July 2007
Skills
Research, Data Analysis, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office, Product Management, Finance, Accounting, Product Development, Product Design, Financial Accounting, Cost Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Modern Portfolio Theory, Portfolio Performance..., Portfolio Management, Model Portfolios, Product Marketing, Project Management
Education
Fairleigh Dickinson University 2009 — 2010
Master's degree, Accounting, 3.88
James Madison University 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance, 3.65
FactSet Research Systems February 2011 - Present
Fairleigh Dickinson University August 2009 - July 2010
Morgan Stanley Smith Barney May 2008 - July 2008
Morgan Stanley Smith Barney June 2007 - July 2007
Skills
Research, Data Analysis, PowerPoint, Microsoft Excel, Public Speaking, Microsoft Office, Product Management, Finance, Accounting, Product Development, Product Design, Financial Accounting, Cost Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Modern Portfolio Theory, Portfolio Performance..., Portfolio Management, Model Portfolios, Product Marketing, Project Management
Education
Fairleigh Dickinson University 2009 — 2010
Master's degree, Accounting, 3.88
James Madison University 2005 — 2009
Bachelor of Business Administration (BBA), Accounting and Finance, 3.65
Michael Terilli's Morgan Stanley Smith Barney Experience November 2007 - July 2009
Job Vice President, Regional Director at Hatteras Funds
Industry Financial Services
Experience
Hatteras Funds May 2014 - Present
PIMCO January 2011 - May 2014
Keystone Trading Group June 2009 - August 2011
Morgan Stanley Smith Barney November 2007 - July 2009
Skills
Equities, Hedge Funds, Series 7, Trading, Finance, Mutual Funds, Series 63, Securities, Portfolio Management, Investments, Fixed Income, Alternative Investments, FINRA, Investment Strategies, Equity Trading, Capital Markets, Asset Management, Risk Management, Asset Allocation
Education
Fairfield University 2001 — 2005
BA Communications, Communications
Hatteras Funds May 2014 - Present
PIMCO January 2011 - May 2014
Keystone Trading Group June 2009 - August 2011
Morgan Stanley Smith Barney November 2007 - July 2009
Skills
Equities, Hedge Funds, Series 7, Trading, Finance, Mutual Funds, Series 63, Securities, Portfolio Management, Investments, Fixed Income, Alternative Investments, FINRA, Investment Strategies, Equity Trading, Capital Markets, Asset Management, Risk Management, Asset Allocation
Education
Fairfield University 2001 — 2005
BA Communications, Communications
Josh McKinley's Morgan Stanley Smith Barney Experience January 2011 - January 2013
Job Broker Associate at LIV Sotheby's International Realty
Industry Real Estate
Experience
LIV Sotheby’s International Realty October 2014 - Present
Madison & Company Properties, Ltd. August 2013 - October 2014
Morgan Stanley Smith Barney January 2011 - January 2013
PDM Investment Group LLC December 2008 - January 2011
Montreal Expos, Texas Rangers, Boston Red Sox June 1998 - September 2005
Skills
Series 7, Equities, Investments, Asset Allocation, Retirement Planning, Real Estate Development, Alternative Investments, Strategic Financial..., Mutual Funds, Series 63, Asset Managment, Wealth Management, Financial Advisory, Asset Management, Portfolio Management, Securities, Investment Strategies, Due Diligence, Hedge Funds, 401k, Estate Planning, Retirement, Wealth, Financial Modeling, Investment Advisory, Life Insurance, Marketing, Management, Customer Service, Fixed Annuities, Brokerage, Sales, Strategic Planning, Real Estate, Uniform Combined State..., Leadership, Investment Properties, Contract Negotiation, Residential Homes
Education
Florida Atlantic University 2005 — 2008
International Business and Trade
Malvern Prep 1994 — 1998
LIV Sotheby’s International Realty October 2014 - Present
Madison & Company Properties, Ltd. August 2013 - October 2014
Morgan Stanley Smith Barney January 2011 - January 2013
PDM Investment Group LLC December 2008 - January 2011
Montreal Expos, Texas Rangers, Boston Red Sox June 1998 - September 2005
Skills
Series 7, Equities, Investments, Asset Allocation, Retirement Planning, Real Estate Development, Alternative Investments, Strategic Financial..., Mutual Funds, Series 63, Asset Managment, Wealth Management, Financial Advisory, Asset Management, Portfolio Management, Securities, Investment Strategies, Due Diligence, Hedge Funds, 401k, Estate Planning, Retirement, Wealth, Financial Modeling, Investment Advisory, Life Insurance, Marketing, Management, Customer Service, Fixed Annuities, Brokerage, Sales, Strategic Planning, Real Estate, Uniform Combined State..., Leadership, Investment Properties, Contract Negotiation, Residential Homes
Education
Florida Atlantic University 2005 — 2008
International Business and Trade
Malvern Prep 1994 — 1998
Carla Boggess's Morgan Stanley Smith Barney Experience February 2008 - March 2013
Job Financial Advisor/ Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2013 - Present
Morgan Stanley Smith Barney February 2008 - March 2013
Skills
Series 7, Mutual Funds, Retirement Planning, Portfolio Management, Investments, Investment Advisory, Equities, Series 63, Asset Allocation, Strategic Financial..., Alternative Investments, Asset Management, Securities, Fixed Income
Education
Florida Gulf Coast University
Master of Business Administration (MBA)
Monmouth University
Master of Arts (M.A.), Psychology
Ameriprise Financial Services, Inc. March 2013 - Present
Morgan Stanley Smith Barney February 2008 - March 2013
Skills
Series 7, Mutual Funds, Retirement Planning, Portfolio Management, Investments, Investment Advisory, Equities, Series 63, Asset Allocation, Strategic Financial..., Alternative Investments, Asset Management, Securities, Fixed Income
Education
Florida Gulf Coast University
Master of Business Administration (MBA)
Monmouth University
Master of Arts (M.A.), Psychology
Buddy Buie's Morgan Stanley Smith Barney Experience March 1999 - Present
Job Portfolio Manager, Wealth Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 1999 - Present
Education
Florida State University 1974 — 1977
BA, Criminology
Morgan Stanley Smith Barney March 1999 - Present
Education
Florida State University 1974 — 1977
BA, Criminology
C. L. Mac McGlothlin's Morgan Stanley Smith Barney Experience 1985 - 2000
Job Musician
Industry Arts and Crafts
Experience
Morgan Stanley Smith Barney 1985 - 2000
Skills
Vocal, Saxophone, Clarinet, Voice, Composition, Arranging, Choral Conducting, Choral, Jazz, Ensemble, Chamber Music, Classical, Flute, Sight Reading, Brass, Contemporary Music, Orchestration, Orchestral Music, Sibelius, Public Speaking, Leadership
Education
Florida Atlantic University
Music
Morgan Stanley Smith Barney 1985 - 2000
Skills
Vocal, Saxophone, Clarinet, Voice, Composition, Arranging, Choral Conducting, Choral, Jazz, Ensemble, Chamber Music, Classical, Flute, Sight Reading, Brass, Contemporary Music, Orchestration, Orchestral Music, Sibelius, Public Speaking, Leadership
Education
Florida Atlantic University
Music
Elaine Flanigan, CFP®'s Morgan Stanley Smith Barney Experience May 2006 - March 2009
Job UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS 2009 - Present
Morgan Stanley Smith Barney May 2006 - March 2009
Education
Florida Atlantic University 1988 — 1992
UBS 2009 - Present
Morgan Stanley Smith Barney May 2006 - March 2009
Education
Florida Atlantic University 1988 — 1992
Andrew Feinberg's Morgan Stanley Smith Barney Experience October 1997 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 1997 - Present
Education
Thomas M. Cooley Law School 1994 — 1997
JD
Thomas M. Cooley Law School 1994 — 1997
Florida State University 1989 — 1993
B.S. Finance
Morgan Stanley Smith Barney October 1997 - Present
Education
Thomas M. Cooley Law School 1994 — 1997
JD
Thomas M. Cooley Law School 1994 — 1997
Florida State University 1989 — 1993
B.S. Finance
Diana Castellano's Morgan Stanley Smith Barney Experience April 2008 - May 2012
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2012 - Present
Morgan Stanley Smith Barney April 2008 - May 2012
Morgan Stanley April 2006 - April 2008
Oppenheimer & Co. July 1997 - April 2006
Skills
Internal Audit, Monitoring and Testing, Risk Management, Risk Assessment, International Law, AML, KYC, OFAC, USA PATRIOT Act, Investigation, Policy Writing, Due Diligence, Legal Compliance
Education
Fairleigh Dickinson University 1993 — 1997
Bachelors of Science, Business Administration and Management, General, Magna Cum Laude
Morgan Stanley Wealth Management May 2012 - Present
Morgan Stanley Smith Barney April 2008 - May 2012
Morgan Stanley April 2006 - April 2008
Oppenheimer & Co. July 1997 - April 2006
Skills
Internal Audit, Monitoring and Testing, Risk Management, Risk Assessment, International Law, AML, KYC, OFAC, USA PATRIOT Act, Investigation, Policy Writing, Due Diligence, Legal Compliance
Education
Fairleigh Dickinson University 1993 — 1997
Bachelors of Science, Business Administration and Management, General, Magna Cum Laude
Gloria Lugo's Morgan Stanley Smith Barney Experience 2004 - 2011
Job Compliance Officer at Bank of Ireland
Industry Financial Services
Experience
Bank of Ireland November 2012 - Present
Commerzbank AG October 2011 - November 2012
Morgan Stanley Smith Barney 2004 - 2011
Skills
Due Diligence, KYC, Risk Management, Banking, Financial Risk, OFAC, AML, Bank Secrecy Act, Capital Markets, Operational Risk, Fixed Income, Investment Banking, Securities, FINRA, Equities, Compliance, Mutual Funds, Wealth Management, Credit Risk, Options, Series 63, Anti Money Laundering, Corporate Governance, Financial Regulation, Series 7, Financial Markets, Financial Services, USA PATRIOT Act, Hedge Funds, Financial Institutions, Private Banking
Education
Florida International University
Bachelor of Arts (B.A.), Finance
Bank of Ireland November 2012 - Present
Commerzbank AG October 2011 - November 2012
Morgan Stanley Smith Barney 2004 - 2011
Skills
Due Diligence, KYC, Risk Management, Banking, Financial Risk, OFAC, AML, Bank Secrecy Act, Capital Markets, Operational Risk, Fixed Income, Investment Banking, Securities, FINRA, Equities, Compliance, Mutual Funds, Wealth Management, Credit Risk, Options, Series 63, Anti Money Laundering, Corporate Governance, Financial Regulation, Series 7, Financial Markets, Financial Services, USA PATRIOT Act, Hedge Funds, Financial Institutions, Private Banking
Education
Florida International University
Bachelor of Arts (B.A.), Finance
carey wilcox's Morgan Stanley Smith Barney Experience May 1995 - Present
Job Financail Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 1995 - Present
Tommy Hilfiger 1993 - 1995
Education
University of Alabama 1988 — 1992
bachelor in Business Administration, Marketing
Fashion Institute of Technology
Fashion Buying and Merchandising
Morgan Stanley Smith Barney May 1995 - Present
Tommy Hilfiger 1993 - 1995
Education
University of Alabama 1988 — 1992
bachelor in Business Administration, Marketing
Fashion Institute of Technology
Fashion Buying and Merchandising
Rich Ott, CFP®'s Morgan Stanley Smith Barney Experience August 2004 - September 2009
Job CFP®, Financial Advisor at The Ott Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Adviosrs, LLC September 2009 - Present
Seminole Club of Greater Orlando 2005 - 2013
Morgan Stanley Smith Barney August 2004 - September 2009
American Express Financial Advisors January 2003 - September 2004
Skills
Retirement, Retirement Planning, Alternative Investments, Saving for Education, 401k Rollovers, Certified Financial..., Asset Allocation
Education
Florida State University 1990 — 1996
BS, History & Public Administration
University of Kentucky 1988 — 1990
Wells Fargo Adviosrs, LLC September 2009 - Present
Seminole Club of Greater Orlando 2005 - 2013
Morgan Stanley Smith Barney August 2004 - September 2009
American Express Financial Advisors January 2003 - September 2004
Skills
Retirement, Retirement Planning, Alternative Investments, Saving for Education, 401k Rollovers, Certified Financial..., Asset Allocation
Education
Florida State University 1990 — 1996
BS, History & Public Administration
University of Kentucky 1988 — 1990
Amy Button's Morgan Stanley Smith Barney Experience September 2002 - Present
Job at
Industry Consumer Services
Experience
ML 2010 - Present
Morgan Stanley Smith Barney September 2002 - Present
Education
University of North Carolina at Chapel Hill 1996 — 1998
Art/Art Studies, General
Fayetteville Technical Community College 1994 — 1996
Associate of Arts (A.A.)
ML 2010 - Present
Morgan Stanley Smith Barney September 2002 - Present
Education
University of North Carolina at Chapel Hill 1996 — 1998
Art/Art Studies, General
Fayetteville Technical Community College 1994 — 1996
Associate of Arts (A.A.)
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.