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
Kevin Quick Kevin Quick's Morgan Stanley Smith Barney Experience April 2011 - October 2012
Job Associate Trading Analyst at NextEra Energy, Inc.
Industry Financial Services
Experience
NextEra Energy, Inc. June 2015 - Present
Morgan Stanley Smith Barney April 2011 - October 2012
Bankrate, Inc. August 2009 - April 2011
Skills
Portfolio Management, Investments, Futures Trading, Mutual Funds, Entrepreneurship, Leadership, Financial Analysis
Education
Florida State University - College of Business 2007 — 2009
Bachelor of Science (B.S.), Finance
Roger Williams University 2005 — 2007
Business Management
NextEra Energy, Inc. June 2015 - Present
Morgan Stanley Smith Barney April 2011 - October 2012
Bankrate, Inc. August 2009 - April 2011
Skills
Portfolio Management, Investments, Futures Trading, Mutual Funds, Entrepreneurship, Leadership, Financial Analysis
Education
Florida State University - College of Business 2007 — 2009
Bachelor of Science (B.S.), Finance
Roger Williams University 2005 — 2007
Business Management
Alan Samaha, CFP®, CRPC® Alan Samaha, CFP®, CRPC®'s Morgan Stanley Smith Barney Experience March 2011 - October 2013
Job Wealth Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2013 - Present
Morgan Stanley Smith Barney March 2011 - October 2013
1st Portfolio, Inc April 2010 - February 2011
Arlington Asset Management August 2009 - April 2010
Merrill Lynch August 2008 - August 2009
Cardone Industries January 2008 - July 2008
GSK May 2007 - December 2007
Skills
Strategic Financial..., Portfolio Management, Financial Modeling, Asset Managment, Wealth Management, Tax, Investments, Financial Analysis, Asset Allocation, Finance, Asset Management, Financial Advisory, Financial Planners, Strategic Planning, Retirement, Financial Planning, Financial Risk, Estate Planning
Education
Georgetown University 2008 — 2009
Bachelor of Science (BS), Executive Certificate in Financial Planning
San Jose State University 2005 — 2007
Business Administration Finance
Foothill College 2002 — 2004
A.S., General Science
Merrill Lynch October 2013 - Present
Morgan Stanley Smith Barney March 2011 - October 2013
1st Portfolio, Inc April 2010 - February 2011
Arlington Asset Management August 2009 - April 2010
Merrill Lynch August 2008 - August 2009
Cardone Industries January 2008 - July 2008
GSK May 2007 - December 2007
Skills
Strategic Financial..., Portfolio Management, Financial Modeling, Asset Managment, Wealth Management, Tax, Investments, Financial Analysis, Asset Allocation, Finance, Asset Management, Financial Advisory, Financial Planners, Strategic Planning, Retirement, Financial Planning, Financial Risk, Estate Planning
Education
Georgetown University 2008 — 2009
Bachelor of Science (BS), Executive Certificate in Financial Planning
San Jose State University 2005 — 2007
Business Administration Finance
Foothill College 2002 — 2004
A.S., General Science
Kelly Gilbert Kelly Gilbert's Morgan Stanley Smith Barney Experience May 2006 - August 2006
Job DJ/ Attended Fort Lewis College
Industry Marketing and Advertising
Experience
Bass May 2013 - Present
Moe's November 2012 - July 2013
Bank of Colorado February 2008 - August 2008
Morgan Stanley Smith Barney May 2006 - August 2006
Skills
Social Media Marketing, Social Networking, Event Planning, Marketing, Microsoft Office, DJ, Traktor, Music Industry, Photoshop, Graphic Design, Task Management, Multitasking Skills, Market Research, Strategic Planning, Project Planning, Mac OS X, Promotions, Microsoft Excel, PowerPoint, Strategic Thinking, Sociability, Market Analysis, Microsoft Word, Fashion, Adobe Creative Suite
Education
Fort Lewis College 2009 — 2012
Bachelors of Science, Marketing
Fort Lewis College 2008 — 2012
Senior
Bass May 2013 - Present
Moe's November 2012 - July 2013
Bank of Colorado February 2008 - August 2008
Morgan Stanley Smith Barney May 2006 - August 2006
Skills
Social Media Marketing, Social Networking, Event Planning, Marketing, Microsoft Office, DJ, Traktor, Music Industry, Photoshop, Graphic Design, Task Management, Multitasking Skills, Market Research, Strategic Planning, Project Planning, Mac OS X, Promotions, Microsoft Excel, PowerPoint, Strategic Thinking, Sociability, Market Analysis, Microsoft Word, Fashion, Adobe Creative Suite
Education
Fort Lewis College 2009 — 2012
Bachelors of Science, Marketing
Fort Lewis College 2008 — 2012
Senior
Rhonda Vickery's Morgan Stanley Smith Barney Experience March 2000 - September 2001
Job Office Administrator at FOCUS Wealth Advisors, LLC
Industry Financial Services
Experience
FOCUS Wealth Advisors, LLC January 2014 - Present
MassMutual Financial Group May 2010 - December 2013
YMCA September 2009 - May 2010
UBS September 2001 - May 2009
Morgan Stanley Smith Barney March 2000 - September 2001
UBS November 1997 - December 1999
Lutheran Social Services September 1996 - November 1997
Senator John McCain August 1996 - May 1997
Gruntal & Co. May 1995 - June 1996
Skills
Investments, Insurance, Portfolio Management, Licensed to Sell..., Financial Analysis, Brokerage, Outlook, Microsoft Excel, Marketing, PowerPoint, Access, Microsoft Word, Microsoft Office, Marketing Strategy, Management, Finance, Life Insurance
Education
Framingham State College
FOCUS Wealth Advisors, LLC January 2014 - Present
MassMutual Financial Group May 2010 - December 2013
YMCA September 2009 - May 2010
UBS September 2001 - May 2009
Morgan Stanley Smith Barney March 2000 - September 2001
UBS November 1997 - December 1999
Lutheran Social Services September 1996 - November 1997
Senator John McCain August 1996 - May 1997
Gruntal & Co. May 1995 - June 1996
Skills
Investments, Insurance, Portfolio Management, Licensed to Sell..., Financial Analysis, Brokerage, Outlook, Microsoft Excel, Marketing, PowerPoint, Access, Microsoft Word, Microsoft Office, Marketing Strategy, Management, Finance, Life Insurance
Education
Framingham State College
Eric Reese, CAIA Eric Reese, CAIA's Morgan Stanley Smith Barney Experience January 2010 - September 2011
Job External Wholesaler Regional Consultant at New York Life & MainStay Investments
Industry Financial Services
Experience
New York Life & MainStay Investments September 2011 - Present
Morgan Stanley Smith Barney January 2010 - September 2011
The Sparta Group January 2009 - January 2010
Professional Baseball--Midwest Sliders 2008 - 2008
Skills
Marketing, Sales, Analysis, Investments, Alternative Investments, Management, Competitive Analysis, Finance, Financial Services, Series 7, Mutual Funds
Education
Fordham Gabelli School of Business 2004 — 2008
Bachelor of Science (BS), Finance, Marketing
New York Life & MainStay Investments September 2011 - Present
Morgan Stanley Smith Barney January 2010 - September 2011
The Sparta Group January 2009 - January 2010
Professional Baseball--Midwest Sliders 2008 - 2008
Skills
Marketing, Sales, Analysis, Investments, Alternative Investments, Management, Competitive Analysis, Finance, Financial Services, Series 7, Mutual Funds
Education
Fordham Gabelli School of Business 2004 — 2008
Bachelor of Science (BS), Finance, Marketing
Matthew Kiernan Matthew Kiernan's Morgan Stanley Smith Barney Experience May 2004 - May 2005
Job AVP, GECD Middle Office at BNP Paribas
Industry Investment Banking
Experience
BNP Paribas 2012 - Present
UBS Investment Bank October 2009 - November 2011
UBS Investment Bank August 2007 - October 2009
UBS Investment Bank May 2005 - August 2007
Morgan Stanley Smith Barney May 2004 - May 2005
Skills
Series 7, Series 63, Fixed Income, Intex Desktop, Bloomberg Terminal, Equities, Microsoft Excel, Middle Office, Prime Brokerage, Credit Derivatives, Securities
Education
Fordham University 2001 — 2005
Bachelor of Science, Finance
BNP Paribas 2012 - Present
UBS Investment Bank October 2009 - November 2011
UBS Investment Bank August 2007 - October 2009
UBS Investment Bank May 2005 - August 2007
Morgan Stanley Smith Barney May 2004 - May 2005
Skills
Series 7, Series 63, Fixed Income, Intex Desktop, Bloomberg Terminal, Equities, Microsoft Excel, Middle Office, Prime Brokerage, Credit Derivatives, Securities
Education
Fordham University 2001 — 2005
Bachelor of Science, Finance
Robert Bush Jr Robert Bush Jr's Morgan Stanley Smith Barney Experience January 2008 - January 2012
Job Senior Vice President at Calamos Investments
Industry Financial Services
Experience
Calamos Investments January 2012 - Present
Morgan Stanley Smith Barney January 2008 - January 2012
Citi January 1986 - January 2008
Skills
Investment Banking, Financial Planning, Closed-end Funds, Series 7, Investments, Mutual Funds, Investment Advisory, Portfolio Management, Asset Allocation, Equities, Securities, Series 63, Alternative Investments, Asset Management, Investment Strategies, Fixed Income, Financial Advisory, Financial Modeling, Financial Analysis, Capital Markets, Hedge Funds, Bonds
Education
Fairleigh Dickinson University-Florham Campus 1983 — 1988
MBA, Finance
Franklin & Marshall College 1979 — 1982
BA, Accounting
Calamos Investments January 2012 - Present
Morgan Stanley Smith Barney January 2008 - January 2012
Citi January 1986 - January 2008
Skills
Investment Banking, Financial Planning, Closed-end Funds, Series 7, Investments, Mutual Funds, Investment Advisory, Portfolio Management, Asset Allocation, Equities, Securities, Series 63, Alternative Investments, Asset Management, Investment Strategies, Fixed Income, Financial Advisory, Financial Modeling, Financial Analysis, Capital Markets, Hedge Funds, Bonds
Education
Fairleigh Dickinson University-Florham Campus 1983 — 1988
MBA, Finance
Franklin & Marshall College 1979 — 1982
BA, Accounting
Janice DeNagy Janice DeNagy's Morgan Stanley Smith Barney Experience June 2009 - March 2012
Job Vice President Fixed Income Sales at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2012 - Present
Morgan Stanley Smith Barney June 2009 - March 2012
Citi June 2004 - June 2009
Skills
Fixed Income, Series 7, Portfolio Management, Equities, Wealth Management, Series 63, Asset Management, Investments, Capital Markets, Securities, Mutual Funds, Business Analysis, Risk Management, Bloomberg, Financial Analysis
Education
Fordham University 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Morgan Stanley Wealth Management March 2012 - Present
Morgan Stanley Smith Barney June 2009 - March 2012
Citi June 2004 - June 2009
Skills
Fixed Income, Series 7, Portfolio Management, Equities, Wealth Management, Series 63, Asset Management, Investments, Capital Markets, Securities, Mutual Funds, Business Analysis, Risk Management, Bloomberg, Financial Analysis
Education
Fordham University 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Priscilla Kuo's Morgan Stanley Smith Barney Experience June 2010 - August 2011
Job Assistant Media Planner at Moxie
Industry Marketing and Advertising
Experience
Moxie October 2014 - Present
OMD Entertainment (Previously 4D) March 2013 - October 2014
Equity West Capital Partners March 2012 - March 2013
Community Development Partners March 2012 - March 2013
Morgan Stanley Smith Barney June 2010 - August 2011
Skills
Microsoft Excel, Microsoft Office, Management, Advertising, Analysis, Mandarin, Media Buying, Stata, Digital Media, QuickBooks, Cantonese, Media Planning
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Business Economics
Fudan University 2011 — 2011
Development Economics and International Development
Walnut High School 2004 — 2008
Moxie October 2014 - Present
OMD Entertainment (Previously 4D) March 2013 - October 2014
Equity West Capital Partners March 2012 - March 2013
Community Development Partners March 2012 - March 2013
Morgan Stanley Smith Barney June 2010 - August 2011
Skills
Microsoft Excel, Microsoft Office, Management, Advertising, Analysis, Mandarin, Media Buying, Stata, Digital Media, QuickBooks, Cantonese, Media Planning
Education
University of California, Irvine 2008 — 2012
Bachelor of Arts (B.A.), Business Economics
Fudan University 2011 — 2011
Development Economics and International Development
Walnut High School 2004 — 2008
Jane Heeckt Jane Heeckt's Morgan Stanley Smith Barney Experience January 1997 - March 1998
Job Owner, Acorn Paralegal Services
Industry Legal Services
Experience
Acorn Paralegal Services June 1999 - Present
Alliance Capital Management April 1998 - May 1999
Morgan Stanley Smith Barney January 1997 - March 1998
Conde Nast March 1996 - January 1997
Wachtell, Lipton, Rosen & Katz August 1995 - February 1996
Matthew Bender September 1989 - June 1995
Skills
Editing, Proofreading, Publishing, Document Preparation, Publications, Online Research, Document Drafting, Content Management, Legal Research, CMS, Office Administration
Education
New York University SCE 1994 — 1995
Diploma, Paralegal Program
Fordham University 1992 — 1994
BA, English
Glassboro State College 1983 — 1986
Voorhees High School
Acorn Paralegal Services June 1999 - Present
Alliance Capital Management April 1998 - May 1999
Morgan Stanley Smith Barney January 1997 - March 1998
Conde Nast March 1996 - January 1997
Wachtell, Lipton, Rosen & Katz August 1995 - February 1996
Matthew Bender September 1989 - June 1995
Skills
Editing, Proofreading, Publishing, Document Preparation, Publications, Online Research, Document Drafting, Content Management, Legal Research, CMS, Office Administration
Education
New York University SCE 1994 — 1995
Diploma, Paralegal Program
Fordham University 1992 — 1994
BA, English
Glassboro State College 1983 — 1986
Voorhees High School
Daniel Haskins's Morgan Stanley Smith Barney Experience October 2010 - September 2011
Job Internal Business Development
Industry Financial Services
Experience
Realty Capital Securities March 2015 - Present
John Hancock Investments September 2011 - March 2015
Morgan Stanley Smith Barney October 2010 - September 2011
State Street June 2008 - September 2010
Skills
Investments, Mutual Funds, Retirement Planning, Asset Allocation, Securities, Fixed Income, Equities, Financial Services, Alternative Investments, Wealth Management, Portfolio Management, Asset Management, Series 7, Sales, Investment Management, Investment Strategies, Financial Advisory, Retirement
Education
Framingham State University 2002 — 2006
Realty Capital Securities March 2015 - Present
John Hancock Investments September 2011 - March 2015
Morgan Stanley Smith Barney October 2010 - September 2011
State Street June 2008 - September 2010
Skills
Investments, Mutual Funds, Retirement Planning, Asset Allocation, Securities, Fixed Income, Equities, Financial Services, Alternative Investments, Wealth Management, Portfolio Management, Asset Management, Series 7, Sales, Investment Management, Investment Strategies, Financial Advisory, Retirement
Education
Framingham State University 2002 — 2006
Joseph Perrotta Joseph Perrotta's Morgan Stanley Smith Barney Experience February 2010 - January 2012
Job Founder and CEO at Apple Tree Wealth Management
Industry Financial Services
Experience
Apple Tree Wealth Management January 2012 - Present
Pinebrook Family Answers April 2013 - Present
Morgan Stanley Smith Barney February 2010 - January 2012
Zeta Alumni Corporation (Non-Profit) October 2006 - October 2010
Restaurant.com July 2009 - January 2010
HFC Real Estate Consulting, Inc. June 2007 - July 2009
Coventry First June 2006 - June 2007
Coventry First June 2006 - February 2007
Skills
Investments, Insurance, Financial Planning, Small Business, Retirement Planning, Comprehensive Wealth..., Estate Planning, tax planning, Tax minimization, Asset Aggregation, Liability and Cash Flow..., Strategic Financial...
Education
Franklin & Marshall College 2001 — 2006
Bachelors, Finance
Apple Tree Wealth Management January 2012 - Present
Pinebrook Family Answers April 2013 - Present
Morgan Stanley Smith Barney February 2010 - January 2012
Zeta Alumni Corporation (Non-Profit) October 2006 - October 2010
Restaurant.com July 2009 - January 2010
HFC Real Estate Consulting, Inc. June 2007 - July 2009
Coventry First June 2006 - June 2007
Coventry First June 2006 - February 2007
Skills
Investments, Insurance, Financial Planning, Small Business, Retirement Planning, Comprehensive Wealth..., Estate Planning, tax planning, Tax minimization, Asset Aggregation, Liability and Cash Flow..., Strategic Financial...
Education
Franklin & Marshall College 2001 — 2006
Bachelors, Finance
Jeff W. Greene Jeff W. Greene's Morgan Stanley Smith Barney Experience May 2007 - November 2012
Job Vice President at First Republic Private Wealth Management
Industry Financial Services
Experience
First Republic Private Wealth Management November 2012 - Present
Morgan Stanley Smith Barney May 2007 - November 2012
Piper Jaffray October 2004 - May 2007
Education
George Fox University 2000 — 2002
Bachelor of Science (B.S.), Mathematics
First Republic Private Wealth Management November 2012 - Present
Morgan Stanley Smith Barney May 2007 - November 2012
Piper Jaffray October 2004 - May 2007
Education
George Fox University 2000 — 2002
Bachelor of Science (B.S.), Mathematics
Jianqing Fan Jianqing Fan's Morgan Stanley Smith Barney Experience 2004 - 2005
Job Professor of Statistics, Economics and Finance at Princeton University
Industry Higher Education
Experience
Princeton University July 2003 - Present
Morgan Stanley Smith Barney 2004 - 2005
The Chinese University of Hong Kong April 2000 - August 2004
University of North Carolina at Chapel Hill July 1989 - July 2003
UCLA 1997 - 2000
Skills
Statistical Modeling, Financial Modeling, Scientific Computing
Education
University of California, Berkeley 1986 — 1989
Ph.D, Statistics
Fudan University 1978 — 1982
Master, Mathematics
Princeton University July 2003 - Present
Morgan Stanley Smith Barney 2004 - 2005
The Chinese University of Hong Kong April 2000 - August 2004
University of North Carolina at Chapel Hill July 1989 - July 2003
UCLA 1997 - 2000
Skills
Statistical Modeling, Financial Modeling, Scientific Computing
Education
University of California, Berkeley 1986 — 1989
Ph.D, Statistics
Fudan University 1978 — 1982
Master, Mathematics
Alan Glick Alan Glick's Morgan Stanley Smith Barney Experience June 2007 - August 2007
Job Manager at Alvarez & Marsal
Industry Real Estate
Experience
Alvarez & Marsal November 2014 - Present
Alvarez & Marsal November 2012 - November 2014
Alvarez & Marsal September 2011 - November 2012
Lehman Brothers June 2010 - August 2011
Wyatt Matas & Associates January 2009 - May 2009
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Excel, PowerPoint, Bloomberg Terminal, Corporate Finance, Real Estate, Financial Modeling, CoStar, CMBS, CDO, Commercial Real Estate, Microsoft Excel, Due Diligence, Market Analysis, Bloomberg, Valuation, Capital Markets, Private Equity, Investment Banking, Real Estate Economics, Financial Analysis, Emerging Markets, Structured Finance, Investments, Hedge Funds
Education
The George Washington University 2007 — 2010
Bachelor, Finance
Franklin & Marshall College 2006 — 2007
Economics
Dwight-Englewood School 2004 — 2006
High School Diploma, Liberal Arts
Alvarez & Marsal November 2014 - Present
Alvarez & Marsal November 2012 - November 2014
Alvarez & Marsal September 2011 - November 2012
Lehman Brothers June 2010 - August 2011
Wyatt Matas & Associates January 2009 - May 2009
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Excel, PowerPoint, Bloomberg Terminal, Corporate Finance, Real Estate, Financial Modeling, CoStar, CMBS, CDO, Commercial Real Estate, Microsoft Excel, Due Diligence, Market Analysis, Bloomberg, Valuation, Capital Markets, Private Equity, Investment Banking, Real Estate Economics, Financial Analysis, Emerging Markets, Structured Finance, Investments, Hedge Funds
Education
The George Washington University 2007 — 2010
Bachelor, Finance
Franklin & Marshall College 2006 — 2007
Economics
Dwight-Englewood School 2004 — 2006
High School Diploma, Liberal Arts
Donna Rose, CFP® Donna Rose, CFP®'s Morgan Stanley Smith Barney Experience 2003 - 2009
Job .
Industry Financial Services
Experience
Merkel Financial Services, Inc. 2012 - January 2014
Principal Financial Group 2012 - 2013
Stifel Nicolaus 2009 - July 2012
Morgan Stanley Smith Barney 2003 - 2009
Skills
Series 7, Series 66, Ohio Insurance License,..., Personal Financial..., Retirement Planning, Education Planning
Education
Franklin University
Financial Management, Financial Planning
Merkel Financial Services, Inc. 2012 - January 2014
Principal Financial Group 2012 - 2013
Stifel Nicolaus 2009 - July 2012
Morgan Stanley Smith Barney 2003 - 2009
Skills
Series 7, Series 66, Ohio Insurance License,..., Personal Financial..., Retirement Planning, Education Planning
Education
Franklin University
Financial Management, Financial Planning
Nicholas Simonetti Nicholas Simonetti's Morgan Stanley Smith Barney Experience August 2006 - April 2009
Job Assistant Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2009 - Present
Morgan Stanley Smith Barney August 2006 - April 2009
Major League Soccer September 2004 - January 2005
Skills
Series 7, Series 63, Wealth Management, Asset Allocation, Bonds, Mutual Funds, Fixed Income, Retirement Planning, Securities, Equities, Bloomberg, Hedge Funds, Portfolio Management, Strategic Financial..., Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Alternative Investments, Finance, Uniform Combined State..., Wealth
Education
Fordham University 2002 — 2006
Bachelor, Management Information Systems
Fairfield Preparatory 1998 — 2002
Merrill Lynch April 2009 - Present
Morgan Stanley Smith Barney August 2006 - April 2009
Major League Soccer September 2004 - January 2005
Skills
Series 7, Series 63, Wealth Management, Asset Allocation, Bonds, Mutual Funds, Fixed Income, Retirement Planning, Securities, Equities, Bloomberg, Hedge Funds, Portfolio Management, Strategic Financial..., Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Alternative Investments, Finance, Uniform Combined State..., Wealth
Education
Fordham University 2002 — 2006
Bachelor, Management Information Systems
Fairfield Preparatory 1998 — 2002
William Regan William Regan's Morgan Stanley Smith Barney Experience 1991 - 1998
Job Independent Consultant
Industry Financial Services
Experience
Capstone Affluent Strategies January 2013 - May 2014
Independent Financial Advisory March 2012 - December 2012
JPMorgan Chase October 2002 - July 2011
UBS 1998 - 2002
Morgan Stanley Smith Barney 1991 - 1998
Skills
Investments, Finance, Leadership, Management, Strategic Partnerships, Recruiting, Financial Advisory, Mutual Funds, Wealth Management, Portfolio Management, Securities, Fixed Income, Financial Services, Series 7, Retirement Planning, Asset Management, Series 63, Asset Allocation, Financial Analysis, Financial Planning, Equities, Banking
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
St Peters College, Jersey City,NJ
BS, Accounting
Capstone Affluent Strategies January 2013 - May 2014
Independent Financial Advisory March 2012 - December 2012
JPMorgan Chase October 2002 - July 2011
UBS 1998 - 2002
Morgan Stanley Smith Barney 1991 - 1998
Skills
Investments, Finance, Leadership, Management, Strategic Partnerships, Recruiting, Financial Advisory, Mutual Funds, Wealth Management, Portfolio Management, Securities, Fixed Income, Financial Services, Series 7, Retirement Planning, Asset Management, Series 63, Asset Allocation, Financial Analysis, Financial Planning, Equities, Banking
Education
Fordham University - Graduate School of Business Administration
MBA, Finance
St Peters College, Jersey City,NJ
BS, Accounting
Meghan Zayac Meghan Zayac's Morgan Stanley Smith Barney Experience June 2007 - March 2010
Job at
Industry Banking
Experience
It Works! Global January 2014 - Present
Bank of America July 2011 - Present
RBC Capital Markets March 2010 - May 2011
Morgan Stanley Smith Barney June 2007 - March 2010
Morgan Stanley July 2005 - June 2007
Education
Fordham University 2001 — 2005
Bachelor of Arts, Sociology
It Works! Global January 2014 - Present
Bank of America July 2011 - Present
RBC Capital Markets March 2010 - May 2011
Morgan Stanley Smith Barney June 2007 - March 2010
Morgan Stanley July 2005 - June 2007
Education
Fordham University 2001 — 2005
Bachelor of Arts, Sociology
Stewart Koch Stewart Koch's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Wealth Management Associate
Industry Financial Services
Experience
J.P. Morgan August 2011 - Present
Merrill Lynch September 2010 - August 2011
Morgan Stanley Smith Barney May 2009 - August 2009
UBS May 2008 - April 2009
Skills
Portfolio Management, Market Research, Bloomberg, Manage Client..., Social Skills, Microsoft Excel, Mutual Funds
Education
Furman University 2006 — 2010
Bachelor of Arts, Business Administration
duPont Manual High School 2002 — 2006
Math, Science, and Technology Magnet
J.P. Morgan August 2011 - Present
Merrill Lynch September 2010 - August 2011
Morgan Stanley Smith Barney May 2009 - August 2009
UBS May 2008 - April 2009
Skills
Portfolio Management, Market Research, Bloomberg, Manage Client..., Social Skills, Microsoft Excel, Mutual Funds
Education
Furman University 2006 — 2010
Bachelor of Arts, Business Administration
duPont Manual High School 2002 — 2006
Math, Science, and Technology Magnet
Anton Risteski Anton Risteski's Morgan Stanley Smith Barney Experience August 2009 - February 2010
Job Executive Vice President at Fordham University International Business Club
Industry Financial Services
Experience
NET-A-PORTER GROUP LTD 2013 - 2013
Fordham University International Business Club September 2010 - May 2012
Fordham University International Business Club September 2009 - May 2010
Morgan Stanley Smith Barney August 2009 - February 2010
Starbucks Coffee Company November 2007 - August 2008
Skills
Program Management, PowerPoint, Sales, Social Media, Portfolio Management, Marketing, Microsoft Office, Microsoft Excel, Investment Strategies, Budgets, Blogging, Wealth Management, Microsoft Word
Education
Fordham University 2008 — 2012
Finance, B.S., International Business, Economics
NET-A-PORTER GROUP LTD 2013 - 2013
Fordham University International Business Club September 2010 - May 2012
Fordham University International Business Club September 2009 - May 2010
Morgan Stanley Smith Barney August 2009 - February 2010
Starbucks Coffee Company November 2007 - August 2008
Skills
Program Management, PowerPoint, Sales, Social Media, Portfolio Management, Marketing, Microsoft Office, Microsoft Excel, Investment Strategies, Budgets, Blogging, Wealth Management, Microsoft Word
Education
Fordham University 2008 — 2012
Finance, B.S., International Business, Economics
Ebru Meteoglu Ebru Meteoglu's Morgan Stanley Smith Barney Experience May 2011 - May 2013
Job Sr. Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management May 2013 - January 2015
Morgan Stanley Smith Barney May 2011 - May 2013
Resources Global Professionals January 2011 - April 2011
Resources Global Professionals September 2005 - January 2011
DeSilva Gates Construction June 2003 - July 2005
IBM June 2001 - August 2001
Education
Fordham University - Graduate School of Business Administration 2007 — 2010
MBA, Finance and Marketing
San Francisco State University 1998 — 2003
BS, Computer Science, Applied Mathematics
Nisantasi Isik Lisesi
High Scool
Morgan Stanley January 2015 - Present
Morgan Stanley Wealth Management May 2013 - January 2015
Morgan Stanley Smith Barney May 2011 - May 2013
Resources Global Professionals January 2011 - April 2011
Resources Global Professionals September 2005 - January 2011
DeSilva Gates Construction June 2003 - July 2005
IBM June 2001 - August 2001
Education
Fordham University - Graduate School of Business Administration 2007 — 2010
MBA, Finance and Marketing
San Francisco State University 1998 — 2003
BS, Computer Science, Applied Mathematics
Nisantasi Isik Lisesi
High Scool
Yvette-Michelle Wynn Yvette-Michelle Wynn's Morgan Stanley Smith Barney Experience May 2010 - Present
Job Private Banker at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2010 - Present
BNY Mellon Wealth Management January 2008 - May 2010
The Bank of New York Private Bank October 2000 - December 2007
The Bank of New York April 1999 - September 2000
The Bank of New York January 1994 - April 1999
The Bank of New York January 1993 - June 1994
The Bank of New York July 1992 - December 1993
IDS Financial Services February 1989 - July 1992
Bloomingdales April 1988 - February 1989
Education
New York University 1994 — 1996
Professional Diploma, Credit Analysis
New York University 1992 — 1994
MA, Liberal Studies
Fordham University 1991 — 1992
MA, Economics
Pace University 1984 — 1988
BBA, Finance
The Town School 1972 — 1980
Elementary, Elementary Education
Morgan Stanley Smith Barney May 2010 - Present
BNY Mellon Wealth Management January 2008 - May 2010
The Bank of New York Private Bank October 2000 - December 2007
The Bank of New York April 1999 - September 2000
The Bank of New York January 1994 - April 1999
The Bank of New York January 1993 - June 1994
The Bank of New York July 1992 - December 1993
IDS Financial Services February 1989 - July 1992
Bloomingdales April 1988 - February 1989
Education
New York University 1994 — 1996
Professional Diploma, Credit Analysis
New York University 1992 — 1994
MA, Liberal Studies
Fordham University 1991 — 1992
MA, Economics
Pace University 1984 — 1988
BBA, Finance
The Town School 1972 — 1980
Elementary, Elementary Education
Salim Boutagy Salim Boutagy's Morgan Stanley Smith Barney Experience June 2008 - June 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2015 - Present
Wells Fargo Advisors, LLC June 2013 - February 2015
UBS June 2010 - May 2013
Morgan Stanley Smith Barney June 2008 - June 2010
Education
Fordham University 2004 — 2008
BS, Finance
Fairfield Prep 2000 — 2004
Wells Fargo Advisors, LLC February 2015 - Present
Wells Fargo Advisors, LLC June 2013 - February 2015
UBS June 2010 - May 2013
Morgan Stanley Smith Barney June 2008 - June 2010
Education
Fordham University 2004 — 2008
BS, Finance
Fairfield Prep 2000 — 2004
Gerard Bandini CFP® Gerard Bandini CFP®'s Morgan Stanley Smith Barney Experience March 2000 - November 2008
Job Senior Vice President Investments at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. November 2008 - Present
Morgan Stanley Smith Barney March 2000 - November 2008
Merrill Lynch April 1990 - March 2000
Education
Fordham University 1979 — 1983
Bachelor of Science (BS), Finance and Marketing
UBS Financial Services Inc. November 2008 - Present
Morgan Stanley Smith Barney March 2000 - November 2008
Merrill Lynch April 1990 - March 2000
Education
Fordham University 1979 — 1983
Bachelor of Science (BS), Finance and Marketing
Joseph W.G. Brooks Joseph W.G. Brooks's Morgan Stanley Smith Barney Experience February 1993 - April 2010
Job Vice President at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust April 2010 - Present
Morgan Stanley Smith Barney February 1993 - April 2010
Alex. Brown & Sons February 1989 - February 1993
Henry Ansbacher August 1986 - February 1989
Jack Morton Productions 1977 - 1983
Education
Fordham University - Graduate School of Business Administration 1984 — 1986
Master of Business Administration (MBA), Finance
Wilmington Trust April 2010 - Present
Morgan Stanley Smith Barney February 1993 - April 2010
Alex. Brown & Sons February 1989 - February 1993
Henry Ansbacher August 1986 - February 1989
Jack Morton Productions 1977 - 1983
Education
Fordham University - Graduate School of Business Administration 1984 — 1986
Master of Business Administration (MBA), Finance
Ryan Stiens Ryan Stiens's Morgan Stanley Smith Barney Experience January 2011 - March 2012
Job Pipeline Instructor at Envoy Air Inc., formerly American Eagle Airlines
Industry Aviation & Aerospace
Experience
Envoy Air Inc., formerly American Eagle Airlines June 2014 - Present
US Aviation May 2014 - Present
Airline Transport Professionals September 2013 - April 2014
Yongding Branch of Beijing No. 2 Experimental Primary School September 2012 - June 2013
Gardner-Webb University Alumni Association Board of Directors August 2010 - August 2012
Independence Toastmasters November 2009 - July 2012
Morgan Stanley Smith Barney January 2011 - March 2012
Morgan Stanley Smith Barney June 2007 - December 2010
Western Carolina University August 2005 - May 2007
Charlotte Bobcats May 2006 - August 2006
Skills
Strategic Financial..., Asset Allocation, College Savings Plans, Retirement Income..., Risk Management, Investment Strategies, Alliance Development, Transition Planning, Relationship Development, Wealth Transfer Planning, IRA Rollovers, Strategy Development, Alternative Investments, Asset Based Lending, Asset Protection, Estate Planning, Estate Tax Planning, Excel, PowerPoint, Word, Public Speaking, Program Facilitation, NextGen, Comprehensive Wealth..., Financial Analysis, Financial Management, Financial Markets, Financial Advisory, 401k, 401k Rollovers, Retirement Plan..., Solution Design, Retirement Planning, Fixed Annuities, Wealth Management, Investment Management, Series 63, Leadership, Finance, Personal Financial..., Investments, Networking, Financial Services, Client Development, Series 7, Financial Planners, Securities, Investment Advisory, Building Relationships
Education
Airline Transport Professionals 2013 — 2014
Private certificate, Multi-Engine, Commercial, Certified Flight Instructor, Flight Training
The University of Georgia 2009 — 2010
The Executive Program for Financial Planning, Financial Planning
Western Carolina University 2005 — 2007
MBA, Business Administration and Management, General
Gardner-Webb University 2001 — 2005
Bachelor of Science, Sports Management
Smoky Mountain 1997 — 2001
High School
Envoy Air Inc., formerly American Eagle Airlines June 2014 - Present
US Aviation May 2014 - Present
Airline Transport Professionals September 2013 - April 2014
Yongding Branch of Beijing No. 2 Experimental Primary School September 2012 - June 2013
Gardner-Webb University Alumni Association Board of Directors August 2010 - August 2012
Independence Toastmasters November 2009 - July 2012
Morgan Stanley Smith Barney January 2011 - March 2012
Morgan Stanley Smith Barney June 2007 - December 2010
Western Carolina University August 2005 - May 2007
Charlotte Bobcats May 2006 - August 2006
Skills
Strategic Financial..., Asset Allocation, College Savings Plans, Retirement Income..., Risk Management, Investment Strategies, Alliance Development, Transition Planning, Relationship Development, Wealth Transfer Planning, IRA Rollovers, Strategy Development, Alternative Investments, Asset Based Lending, Asset Protection, Estate Planning, Estate Tax Planning, Excel, PowerPoint, Word, Public Speaking, Program Facilitation, NextGen, Comprehensive Wealth..., Financial Analysis, Financial Management, Financial Markets, Financial Advisory, 401k, 401k Rollovers, Retirement Plan..., Solution Design, Retirement Planning, Fixed Annuities, Wealth Management, Investment Management, Series 63, Leadership, Finance, Personal Financial..., Investments, Networking, Financial Services, Client Development, Series 7, Financial Planners, Securities, Investment Advisory, Building Relationships
Education
Airline Transport Professionals 2013 — 2014
Private certificate, Multi-Engine, Commercial, Certified Flight Instructor, Flight Training
The University of Georgia 2009 — 2010
The Executive Program for Financial Planning, Financial Planning
Western Carolina University 2005 — 2007
MBA, Business Administration and Management, General
Gardner-Webb University 2001 — 2005
Bachelor of Science, Sports Management
Smoky Mountain 1997 — 2001
High School
Nikki Williamson Nikki Williamson's Morgan Stanley Smith Barney Experience March 2011 - January 2012
Job Recruiter at Shyres Recruiting, LLC
Industry Education Management
Experience
Shyres Recruiting March 2015 - Present
Executive/Personal Administration November 2013 - March 2015
Creative Financial Staffing (CFS) January 2012 - May 2013
Morgan Stanley Smith Barney March 2011 - January 2012
Pinnacle Trading, LLC January 2004 - October 2010
Security Pacific 1990 - 1994
Security Pacific 1990 - 1994
Skills
Temporary Staffing, Finance, Internal Audit, Screening Resumes, Cold Calling, Talent Management, Employee Relations, Temporary Placement, Contract Recruitment, Onboarding, Time Management, Interviews, Applicant Tracking..., PowerPoint, College Recruiting, Sales Process, Sarbanes-Oxley Act, Spreadsheets, Recruiting, Payroll, Customer Service, Accounting, Marketing, Mergers, Budgets, Training, Team Leadership, Microsoft Word, Microsoft Office, Consulting, Sourcing, New Hire Orientations, Executive Search, Vlookup, Internet Recruiting, Sales, Resume Writing, Analysis, Invoicing, Event Planning, Benefits Negotiation, Hiring, SEC, Human Resources, Leadership, Microsoft Excel, Account Reconciliation, QuickBooks, Tax, Staffing Services
Education
Fresno City College
Shyres Recruiting March 2015 - Present
Executive/Personal Administration November 2013 - March 2015
Creative Financial Staffing (CFS) January 2012 - May 2013
Morgan Stanley Smith Barney March 2011 - January 2012
Pinnacle Trading, LLC January 2004 - October 2010
Security Pacific 1990 - 1994
Security Pacific 1990 - 1994
Skills
Temporary Staffing, Finance, Internal Audit, Screening Resumes, Cold Calling, Talent Management, Employee Relations, Temporary Placement, Contract Recruitment, Onboarding, Time Management, Interviews, Applicant Tracking..., PowerPoint, College Recruiting, Sales Process, Sarbanes-Oxley Act, Spreadsheets, Recruiting, Payroll, Customer Service, Accounting, Marketing, Mergers, Budgets, Training, Team Leadership, Microsoft Word, Microsoft Office, Consulting, Sourcing, New Hire Orientations, Executive Search, Vlookup, Internet Recruiting, Sales, Resume Writing, Analysis, Invoicing, Event Planning, Benefits Negotiation, Hiring, SEC, Human Resources, Leadership, Microsoft Excel, Account Reconciliation, QuickBooks, Tax, Staffing Services
Education
Fresno City College
Bruce Corwin, CFP®'s Morgan Stanley Smith Barney Experience March 2010 - September 2011
Job Financial Advisor at Raymond James
Industry Investment Management
Experience
Raymond James October 2011 - Present
Morgan Stanley Smith Barney March 2010 - September 2011
Patton Fund Management October 2008 - July 2009
Enterprise Investments January 1987 - December 2008
Shetland Investments January 1984 - December 1986
System Analysis Services 1980 - 1983
Skills
Uniform Combined State..., Certified Financial..., Investments, Portfolio Management, Securities, Finance, Financial Advisory, Retirement Planning, Series 7, Wealth Management, Retirement, Investment Advisory, Mutual Funds, Tax, Asset Allocation, Strategic Financial..., Investment Strategies
Education
Framingham State College 1981 — 1986
Bachelor of Science, Computer Science
Raymond James October 2011 - Present
Morgan Stanley Smith Barney March 2010 - September 2011
Patton Fund Management October 2008 - July 2009
Enterprise Investments January 1987 - December 2008
Shetland Investments January 1984 - December 1986
System Analysis Services 1980 - 1983
Skills
Uniform Combined State..., Certified Financial..., Investments, Portfolio Management, Securities, Finance, Financial Advisory, Retirement Planning, Series 7, Wealth Management, Retirement, Investment Advisory, Mutual Funds, Tax, Asset Allocation, Strategic Financial..., Investment Strategies
Education
Framingham State College 1981 — 1986
Bachelor of Science, Computer Science
John Lomangino John Lomangino's Morgan Stanley Smith Barney Experience May 2010 - March 2011
Job Senior Vice President at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald April 2014 - Present
Mitsubishi UFJ Securities March 2011 - April 2014
Morgan Stanley Smith Barney May 2010 - March 2011
Deutsche Bank March 2005 - May 2010
Cantor Fitzgerald November 2003 - March 2005
Glenwood Securities June 2000 - May 2003
Skills
Fixed Income, Bonds, Bloomberg, Series 7, Series 63, Trading, Sales, Munis, FINRA, Hedge Funds, Structured Products, Capital Markets, Portfolio Management, Securities
Education
Fordham University 1999 — 2003
B.S., Finance, Economics
Cantor Fitzgerald April 2014 - Present
Mitsubishi UFJ Securities March 2011 - April 2014
Morgan Stanley Smith Barney May 2010 - March 2011
Deutsche Bank March 2005 - May 2010
Cantor Fitzgerald November 2003 - March 2005
Glenwood Securities June 2000 - May 2003
Skills
Fixed Income, Bonds, Bloomberg, Series 7, Series 63, Trading, Sales, Munis, FINRA, Hedge Funds, Structured Products, Capital Markets, Portfolio Management, Securities
Education
Fordham University 1999 — 2003
B.S., Finance, Economics
Drew Parker CCIM Drew Parker CCIM's Morgan Stanley Smith Barney Experience July 2008 - March 2010
Job Owner, The Parker Company
Industry Real Estate
Experience
The Parker Company March 2010 - Present
Morgan Stanley Smith Barney July 2008 - March 2010
Coldwell Banker Commercial Caine November 2002 - July 2008
Skills
Residential Homes, Real Estate, Real Estate Development, Location Intelligence, Investments, Brokerage, Asset Managment, Disposition, Sales, Negotiation, Investment Properties, Marketing, Property Management, Selling, Customer Service, Strategic Planning, Financial Analysis, Sales Management, Finance, Contract Negotiation, Landlords, Commercial Real Estate, Tenant Representation
Education
Furman University 1996 — 2000
BA Communications, Communications
The Parker Company March 2010 - Present
Morgan Stanley Smith Barney July 2008 - March 2010
Coldwell Banker Commercial Caine November 2002 - July 2008
Skills
Residential Homes, Real Estate, Real Estate Development, Location Intelligence, Investments, Brokerage, Asset Managment, Disposition, Sales, Negotiation, Investment Properties, Marketing, Property Management, Selling, Customer Service, Strategic Planning, Financial Analysis, Sales Management, Finance, Contract Negotiation, Landlords, Commercial Real Estate, Tenant Representation
Education
Furman University 1996 — 2000
BA Communications, Communications
Graham Gnall's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Product Manager, Hallucinogenic Optimist @ LiveIntent
Industry Computer Software
Experience
LiveIntent April 2013 - Present
LiveIntent August 2011 - April 2013
Polo Ralph Lauren May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Digital Media, API Development, Enterprise Integration, Product Development, Email Marketing, Software Integrations, Digital Marketing, Sales, Start-ups, Business Development, Technical Writing, Digital Strategy, Product Management, APIs, Agile Project Management, Online Advertising, Domain Modeling, Social Media, Email Newsletter Design, User Experience, Marketing, Product Marketing, HTML emails, Email Strategy, Display Advertising, Mobile Marketing, Business Strategy, New Media, Graphic Design, Social Networking, Mobile Advertising, Advertising, Salesforce.com, Online Marketing, Enterprise Software, Analytics, Scrum, Agile Web Development, Strategy
Education
Wesleyan University 2007 — 2011
BA, American Studies
General Assembly
User Experience Design
Delbarton School
LiveIntent April 2013 - Present
LiveIntent August 2011 - April 2013
Polo Ralph Lauren May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Digital Media, API Development, Enterprise Integration, Product Development, Email Marketing, Software Integrations, Digital Marketing, Sales, Start-ups, Business Development, Technical Writing, Digital Strategy, Product Management, APIs, Agile Project Management, Online Advertising, Domain Modeling, Social Media, Email Newsletter Design, User Experience, Marketing, Product Marketing, HTML emails, Email Strategy, Display Advertising, Mobile Marketing, Business Strategy, New Media, Graphic Design, Social Networking, Mobile Advertising, Advertising, Salesforce.com, Online Marketing, Enterprise Software, Analytics, Scrum, Agile Web Development, Strategy
Education
Wesleyan University 2007 — 2011
BA, American Studies
General Assembly
User Experience Design
Delbarton School
William Jenney William Jenney's Morgan Stanley Smith Barney Experience August 2011 - August 2012
Job Financial Advisor at Jenney Financial Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2011 - August 2012
Freelance consultant & program-/projectmanager 2004 - 2011
CoStar Group 1997 - 2003
Skills
Investment Advisory, Investment Strategies, Investments, Financial Advisory, series 66, Series 7, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Marketing, Microsoft Office, Strategic Financial..., Market Research, Public Speaking, Research, Equities, Management, Asset Management
Education
Franklin & Marshall College 1990 — 1994
BA, History
The Catholic University of America, Columbus School of Law 2000 — 2001
University of Maryland School of Public Policy 1995 — 1996
AdSS, National Security Policy
Montgomery Blair H.S. 1986 — 1990
H.S.
Morgan Stanley Smith Barney August 2011 - August 2012
Freelance consultant & program-/projectmanager 2004 - 2011
CoStar Group 1997 - 2003
Skills
Investment Advisory, Investment Strategies, Investments, Financial Advisory, series 66, Series 7, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds, Marketing, Microsoft Office, Strategic Financial..., Market Research, Public Speaking, Research, Equities, Management, Asset Management
Education
Franklin & Marshall College 1990 — 1994
BA, History
The Catholic University of America, Columbus School of Law 2000 — 2001
University of Maryland School of Public Policy 1995 — 1996
AdSS, National Security Policy
Montgomery Blair H.S. 1986 — 1990
H.S.
Conor Coyne's Morgan Stanley Smith Barney Experience May 2012 - February 2015
Job Local Marketing Consultant at Main Street Hub
Industry Financial Services
Experience
Main Street Hub February 2015 - Present
Morgan Stanley Smith Barney May 2012 - February 2015
The Vigilante Film June 2012 - May 2014
David Garland City Council Campaign June 2013 - November 2013
Citi Wide Paints September 2011 - May 2012
CBS Radio 2009 - 2009
YES Network June 2008 - August 2008
Franklin and Lennon Paints June 2005 - August 2005
World Hunger Year June 2004 - August 2004
Skills
Internal Communications, Final Cut Pro, Public Speaking, Public Relations, Directing, Executive Producing, Microsoft Excel, Middle East, Sales, Team Leadership, Executive Management, Editing, Social Networking, Social Media, Facebook, Digital Media, Advertising, Marketing, Management, Microsoft Office, Social Media Marketing
Education
Fordham University
Communications Major concentrating on Film
Menlo College 2008 — 2009
Communications Major
Canterbury School 2004 — 2008
The Windward School 2002 — 2004
The Allen Stevenson School 1992 — 2002
Main Street Hub February 2015 - Present
Morgan Stanley Smith Barney May 2012 - February 2015
The Vigilante Film June 2012 - May 2014
David Garland City Council Campaign June 2013 - November 2013
Citi Wide Paints September 2011 - May 2012
CBS Radio 2009 - 2009
YES Network June 2008 - August 2008
Franklin and Lennon Paints June 2005 - August 2005
World Hunger Year June 2004 - August 2004
Skills
Internal Communications, Final Cut Pro, Public Speaking, Public Relations, Directing, Executive Producing, Microsoft Excel, Middle East, Sales, Team Leadership, Executive Management, Editing, Social Networking, Social Media, Facebook, Digital Media, Advertising, Marketing, Management, Microsoft Office, Social Media Marketing
Education
Fordham University
Communications Major concentrating on Film
Menlo College 2008 — 2009
Communications Major
Canterbury School 2004 — 2008
The Windward School 2002 — 2004
The Allen Stevenson School 1992 — 2002
Sean Hooton Sean Hooton's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Commercial Analyst at Banc of California
Industry Financial Services
Experience
Banc of California February 2015 - Present
Banc of California October 2013 - February 2015
Banc of California April 2013 - October 2013
TwinRock Partners December 2012 - April 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Spanish, QuickBooks, Research, Customer Service, Editing, Organization, Bloomberg Terminal, Microsoft Word, Microsoft Money, Outlook, Excellent writing..., Analysis
Education
Franklin & Marshall College 2010 — 2012
Bachelor of Arts, Business Economics
Colegio Miguel de Unamuno 2011 — 2011
Spanish Language
University of California, Los Angeles 2007 — 2010
Creative Writing
Banc of California February 2015 - Present
Banc of California October 2013 - February 2015
Banc of California April 2013 - October 2013
TwinRock Partners December 2012 - April 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Spanish, QuickBooks, Research, Customer Service, Editing, Organization, Bloomberg Terminal, Microsoft Word, Microsoft Money, Outlook, Excellent writing..., Analysis
Education
Franklin & Marshall College 2010 — 2012
Bachelor of Arts, Business Economics
Colegio Miguel de Unamuno 2011 — 2011
Spanish Language
University of California, Los Angeles 2007 — 2010
Creative Writing
Otis Ellis Otis Ellis's Morgan Stanley Smith Barney Experience January 2009 - August 2009
Job Senior Relationship Manager at PNC Wealth Management
Industry Financial Services
Experience
PNC Wealth Management September 2014 - Present
KeyCorp May 2011 - September 2014
Morgan Stanley Smith Barney January 2009 - August 2009
Morgan Stanley Smith Barney February 2006 - December 2008
Morgan Stanley Smith Barney August 2004 - January 2006
Skills
Strategic Planning, Leadership, New Business Development, Management, Sales, Creative Problem Solving, Sales Management, Result Oriented, Marketing Strategy, Sales Excellence, Results Focused
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Executive MBA, Business Administration and Management, General, 3.875
Lafayette College 1985 — 1989
BA, Economics & Business
PNC Wealth Management September 2014 - Present
KeyCorp May 2011 - September 2014
Morgan Stanley Smith Barney January 2009 - August 2009
Morgan Stanley Smith Barney February 2006 - December 2008
Morgan Stanley Smith Barney August 2004 - January 2006
Skills
Strategic Planning, Leadership, New Business Development, Management, Sales, Creative Problem Solving, Sales Management, Result Oriented, Marketing Strategy, Sales Excellence, Results Focused
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Executive MBA, Business Administration and Management, General, 3.875
Lafayette College 1985 — 1989
BA, Economics & Business
Jim Baratta's Morgan Stanley Smith Barney Experience August 2010 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2010 - Present
Sam Saad for City Council November 2009 - March 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 & Real Estate
Morgan Stanley Smith Barney August 2010 - Present
Sam Saad for City Council November 2009 - March 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 & Real Estate
Melissa Badlu Melissa Badlu's Morgan Stanley Smith Barney Experience June 2006 - April 2012
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2012 - Present
Morgan Stanley Smith Barney June 2006 - April 2012
Education
Fordham University 2009 — 2013
Master of Business Administration (MBA), Finance
City University of New York-Queens College 1995 — 1999
BA, Political Science & Anthropology
Merrill Lynch April 2012 - Present
Morgan Stanley Smith Barney June 2006 - April 2012
Education
Fordham University 2009 — 2013
Master of Business Administration (MBA), Finance
City University of New York-Queens College 1995 — 1999
BA, Political Science & Anthropology
Garrett A. Martin Garrett A. Martin's Morgan Stanley Smith Barney Experience January 1989 - May 1994
Job Senior Vice President Investment Officer at WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC)
Industry Financial Services
Experience
Wells Fargo Advisors May 1994 - Present
Morgan Stanley Smith Barney January 1989 - May 1994
Education
University of North Texas 1979 — 1981
Masters of Business Administration, Finance
New York University 1978 — 1979
Graduate School of Business Administration
Fordham University 1972 — 1976
BS, International Affairs
Wells Fargo Advisors May 1994 - Present
Morgan Stanley Smith Barney January 1989 - May 1994
Education
University of North Texas 1979 — 1981
Masters of Business Administration, Finance
New York University 1978 — 1979
Graduate School of Business Administration
Fordham University 1972 — 1976
BS, International Affairs
Jie Zhu Jie Zhu's Morgan Stanley Smith Barney Experience January 2011 - November 2011
Job Sr. .NET developer at Industrial and Commercial Bank of China Financial Services LLC
Industry Information Technology and Services
Experience
Industrial and Commercial Bank of China Financial Services LLC January 2012 - Present
Dragon Gate Investment Partners April 2009 - Present
DOOR3 Business Applications, Inc. January 2011 - June 2013
MassMutual Financial Group November 2011 - January 2012
EMC January 2011 - January 2012
Morgan Stanley Smith Barney January 2011 - November 2011
Gabriels Technology Solutions March 2008 - January 2011
Z Cube Technology, LLC March 2007 - February 2008
Georgia Institute of Technology August 2003 - May 2007
China Construction Bank January 2000 - August 2003
Skills
ASP.NET, LINQ, WCF, .NET, WPF, C#, ADO.NET, Visual Studio, TFS
Education
Georgia Institute of Technology 2005 — 2007
Master, Statistics--Applied Statistics
Georgia Institute of Technology 2005 — 2007
Master, Industrial Engineering (Manufacturing and Supply Chain System)
Fudan University 2000 — 2003
Master, Environmental Chemistry/Photo Chemistry
Fudan University 1996 — 2000
Bachelor's Degree, Environment Sciences
Industrial and Commercial Bank of China Financial Services LLC January 2012 - Present
Dragon Gate Investment Partners April 2009 - Present
DOOR3 Business Applications, Inc. January 2011 - June 2013
MassMutual Financial Group November 2011 - January 2012
EMC January 2011 - January 2012
Morgan Stanley Smith Barney January 2011 - November 2011
Gabriels Technology Solutions March 2008 - January 2011
Z Cube Technology, LLC March 2007 - February 2008
Georgia Institute of Technology August 2003 - May 2007
China Construction Bank January 2000 - August 2003
Skills
ASP.NET, LINQ, WCF, .NET, WPF, C#, ADO.NET, Visual Studio, TFS
Education
Georgia Institute of Technology 2005 — 2007
Master, Statistics--Applied Statistics
Georgia Institute of Technology 2005 — 2007
Master, Industrial Engineering (Manufacturing and Supply Chain System)
Fudan University 2000 — 2003
Master, Environmental Chemistry/Photo Chemistry
Fudan University 1996 — 2000
Bachelor's Degree, Environment Sciences
Robert Faulkner, CAIA Robert Faulkner, CAIA's Morgan Stanley Smith Barney Experience January 2009 - March 2011
Job Location Coordinator at BB3 Productions, LLC "Barbershop 3"
Industry Motion Pictures and Film
Experience
BB3 Productions, LLC - "Barbershop 3" April 2015 - Present
ABC Studios "The Kingmakers" February 2015 - April 2015
King Bolden LLC September 2014 - March 2015
Breakdown Productions - "Being Mary Jane Season 2" February 2014 - August 2014
Horse Time, Inc. August 2011 - February 2014
Southeastern Psychological Associates, Inc. August 2011 - February 2014
Morgan Stanley Smith Barney January 2009 - March 2011
Skills
Statistics, Forecasting, Economics, Data Analysis, Financial Analysis, Econometrics, Microsoft Office, Stata, Grant Writing, Alternative Investments, Health Insurance, Medicare, Medicaid, Real Estate, Accounting, Tax, Quantitative Analytics, Analysis, Valuation, Finance, Financial Modeling, Corporate Finance
Education
Georgia State University 2008 — 2010
M.A., Economics
Furman University 1997 — 2002
B.S., Behavioral Neuroscience
BB3 Productions, LLC - "Barbershop 3" April 2015 - Present
ABC Studios "The Kingmakers" February 2015 - April 2015
King Bolden LLC September 2014 - March 2015
Breakdown Productions - "Being Mary Jane Season 2" February 2014 - August 2014
Horse Time, Inc. August 2011 - February 2014
Southeastern Psychological Associates, Inc. August 2011 - February 2014
Morgan Stanley Smith Barney January 2009 - March 2011
Skills
Statistics, Forecasting, Economics, Data Analysis, Financial Analysis, Econometrics, Microsoft Office, Stata, Grant Writing, Alternative Investments, Health Insurance, Medicare, Medicaid, Real Estate, Accounting, Tax, Quantitative Analytics, Analysis, Valuation, Finance, Financial Modeling, Corporate Finance
Education
Georgia State University 2008 — 2010
M.A., Economics
Furman University 1997 — 2002
B.S., Behavioral Neuroscience
Bob LaRue Bob LaRue's Morgan Stanley Smith Barney Experience July 2010 - February 2013
Job National Director private Banking Advisor Channel at BNY Mellon
Industry Banking
Experience
BNY Mellon March 2013 - Present
Designed Alloy Products, INC 2011 - Present
Morgan Stanley Smith Barney July 2010 - February 2013
McColl Partners 2009 - 2010
Merrill Lynch November 1982 - March 2009
Skills
Investment Banking, Series 7, Portfolio Management, Credit, Commercial Banking, Banking, Mergers, Treasury Management, Restructuring, Financial Services, Private Banking, Underwriting, Loan Origination, Business Development, Wealth Management, Mergers & Acquisitions, Asset Management, Investments, Securities
Education
University of Illinois at Chicago Graduate School of Business 1980 — 1983
MBA, Finance
Furman University 1975 — 1979
BA, Economics
BNY Mellon March 2013 - Present
Designed Alloy Products, INC 2011 - Present
Morgan Stanley Smith Barney July 2010 - February 2013
McColl Partners 2009 - 2010
Merrill Lynch November 1982 - March 2009
Skills
Investment Banking, Series 7, Portfolio Management, Credit, Commercial Banking, Banking, Mergers, Treasury Management, Restructuring, Financial Services, Private Banking, Underwriting, Loan Origination, Business Development, Wealth Management, Mergers & Acquisitions, Asset Management, Investments, Securities
Education
University of Illinois at Chicago Graduate School of Business 1980 — 1983
MBA, Finance
Furman University 1975 — 1979
BA, Economics
Scott Gaddis's Morgan Stanley Smith Barney Experience January 2006 - February 2010
Job Wealth Consultant at LPL Financial
Industry Financial Services
Experience
LPL Financial February 2010 - Present
Self Employed 1976 - 2013
Morgan Stanley Smith Barney January 2006 - February 2010
Legg Mason September 2001 - January 2006
835 Beacon 1995 - 1997
Education
Framingham State College 1998 — 2000
BA, Economics
LPL Financial February 2010 - Present
Self Employed 1976 - 2013
Morgan Stanley Smith Barney January 2006 - February 2010
Legg Mason September 2001 - January 2006
835 Beacon 1995 - 1997
Education
Framingham State College 1998 — 2000
BA, Economics
Mary Beth Brennan's Morgan Stanley Smith Barney Experience September 1994 - October 2002
Job Managing Principal Broker Owner
Industry Marketing and Advertising
Experience
R.E.wise, LLC February 2003 - Present
Keller Williams-Lake Travis September 2010 - June 2013
Morgan Stanley Smith Barney September 1994 - October 2002
Skills
Social Media Marketing, Real Estate, Marketing Strategy, Luxury, SEO, Residential Homes, Advertising, Email Marketing, SEM, Public Relations, Property Management, Responsiveness, PPC, Leadership, Online Lead Generation, Marketing Research, Google Analytics, Entrepreneurship, Google Adwords, Customer Engagement, Listing Specialist, Viral Marketing, Web Analytics, Media, New Media Marketing, Innovation, Analytics, Wordpress, Corporate Relocation, Luxury Brand Marketing, Web 2.0, Teaching, Affiliate Marketing, Customer Experience..., Usability Testing, Luxury homes, New Home Buyers, Certified Relocation..., Customer Lifecycle..., Intellectual Property, Web Services, Virtual Assistance, Community Outreach, General Instructor, Digital Storytelling, Online Communications, Risk Management, Article Submission, Property & Casualty..., Listings
Education
Full Sail University 2010 — 2012
BA, Internet Marketing, 3.81
Portland Community College 1994 — 2001
Associate’s Degree, Legal Assistant/Paralegal, 3.25
R.E.wise, LLC February 2003 - Present
Keller Williams-Lake Travis September 2010 - June 2013
Morgan Stanley Smith Barney September 1994 - October 2002
Skills
Social Media Marketing, Real Estate, Marketing Strategy, Luxury, SEO, Residential Homes, Advertising, Email Marketing, SEM, Public Relations, Property Management, Responsiveness, PPC, Leadership, Online Lead Generation, Marketing Research, Google Analytics, Entrepreneurship, Google Adwords, Customer Engagement, Listing Specialist, Viral Marketing, Web Analytics, Media, New Media Marketing, Innovation, Analytics, Wordpress, Corporate Relocation, Luxury Brand Marketing, Web 2.0, Teaching, Affiliate Marketing, Customer Experience..., Usability Testing, Luxury homes, New Home Buyers, Certified Relocation..., Customer Lifecycle..., Intellectual Property, Web Services, Virtual Assistance, Community Outreach, General Instructor, Digital Storytelling, Online Communications, Risk Management, Article Submission, Property & Casualty..., Listings
Education
Full Sail University 2010 — 2012
BA, Internet Marketing, 3.81
Portland Community College 1994 — 2001
Associate’s Degree, Legal Assistant/Paralegal, 3.25
Jill Bristol, PHR Jill Bristol, PHR's Morgan Stanley Smith Barney Experience March 2004 - September 2006
Job Human Resources
Industry Construction
Experience
McClurg Remodeling & Construction Services January 2013 - Present
The Bonadio Group July 2012 - August 2013
Solvay Bank June 2008 - July 2012
HR One Consulting, Inc. December 2006 - June 2008
Morgan Stanley Smith Barney March 2004 - September 2006
Skills
Recruiting, Human Resources, Employee Relations, Employee Benefits, Employee Training, Employee Engagement, Payroll, Benefits Administration, Performance Improvement, Communication Skills, Corporate Communications
Education
Fordham University 2002 — 2005
Bachelor of Science (B.S.), Political Science
University of California, Santa Barbara 2001 — 2002
McClurg Remodeling & Construction Services January 2013 - Present
The Bonadio Group July 2012 - August 2013
Solvay Bank June 2008 - July 2012
HR One Consulting, Inc. December 2006 - June 2008
Morgan Stanley Smith Barney March 2004 - September 2006
Skills
Recruiting, Human Resources, Employee Relations, Employee Benefits, Employee Training, Employee Engagement, Payroll, Benefits Administration, Performance Improvement, Communication Skills, Corporate Communications
Education
Fordham University 2002 — 2005
Bachelor of Science (B.S.), Political Science
University of California, Santa Barbara 2001 — 2002
Tania Khatibifar Tania Khatibifar's Morgan Stanley Smith Barney Experience November 2009 - August 2010
Job Associate at Sidley Austin LLP
Industry Law Practice
Experience
Sidley Austin LLP September 2014 - Present
US Securities and Exchange Commission January 2014 - April 2014
United States Attorney's Office for the Eastern District of New York September 2013 - November 2013
US Securities and Exchange Commission May 2013 - August 2013
City Bar Justice Center June 2012 - August 2012
RiskSpan December 2010 - July 2011
Morgan Stanley Smith Barney November 2009 - August 2010
Skills
Portfolio Management, Regulatory Analysis, Regulatory Compliance, Intellectual Property, Investments, Securities Regulation, Securities, Financial Analysis
Education
Fordham University School of Law 2011 — 2014
Juris Doctor (J.D.), cum laude
The George Washington University 2007 — 2010
Bachelor of Business Administration (B.B.A.), magna cum laude
Sidley Austin LLP September 2014 - Present
US Securities and Exchange Commission January 2014 - April 2014
United States Attorney's Office for the Eastern District of New York September 2013 - November 2013
US Securities and Exchange Commission May 2013 - August 2013
City Bar Justice Center June 2012 - August 2012
RiskSpan December 2010 - July 2011
Morgan Stanley Smith Barney November 2009 - August 2010
Skills
Portfolio Management, Regulatory Analysis, Regulatory Compliance, Intellectual Property, Investments, Securities Regulation, Securities, Financial Analysis
Education
Fordham University School of Law 2011 — 2014
Juris Doctor (J.D.), cum laude
The George Washington University 2007 — 2010
Bachelor of Business Administration (B.B.A.), magna cum laude
Michael Hurley's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Director, Institutional Clients Group at Citigroup
Industry Financial Services
Experience
Citigroup September 2010 - Present
Morgan Stanley Smith Barney June 2010 - August 2010
The Provident Bank 2009 - 2010
Bank of America Merrill Lynch December 2006 - July 2008
Merrill Lynch 2001 - 2006
Merrill Lynch 1999 - 2001
AT&T 1995 - 1998
Merrill Lynch 1992 - 1995
Skills
Fixed Income, Portfolio Management, Investments, Investment Banking, Trading, Mutual Funds, Investment Management, Investment Advisory, Finance, Structured Products, Management, Entrepreneurship, Sales, ABS, Financial Advisory, Series 7, Sales Management, Economics, IPO, Equities, Asset Management
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Financial Planning, Finance and Economics
University of Delaware 1987 — 1991
BA, History, Communications and Business
Saint John Vianney
Citigroup September 2010 - Present
Morgan Stanley Smith Barney June 2010 - August 2010
The Provident Bank 2009 - 2010
Bank of America Merrill Lynch December 2006 - July 2008
Merrill Lynch 2001 - 2006
Merrill Lynch 1999 - 2001
AT&T 1995 - 1998
Merrill Lynch 1992 - 1995
Skills
Fixed Income, Portfolio Management, Investments, Investment Banking, Trading, Mutual Funds, Investment Management, Investment Advisory, Finance, Structured Products, Management, Entrepreneurship, Sales, ABS, Financial Advisory, Series 7, Sales Management, Economics, IPO, Equities, Asset Management
Education
Fordham Gabelli School of Business 1996 — 2000
MBA, Financial Planning, Finance and Economics
University of Delaware 1987 — 1991
BA, History, Communications and Business
Saint John Vianney
Kathryn Kim-Zahedi Kathryn Kim-Zahedi's Morgan Stanley Smith Barney Experience 2011 - 2011
Job Graduate Student at University of Southern California
Industry
Experience
K-Swiss Global Brands September 2015 - Present
K-Swiss Global Brands 2015 - 2015
Righteous Film 2012 - 2014
BrandGames 2012 - 2012
Morgan Stanley Smith Barney 2011 - 2011
Skills
Financial Analysis, Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Modeling, Data Analysis, Marketing, Social Media, Market Research, Business Strategy, Corporate Finance
Education
University of Southern California 2014 — 2015
Master of Science in Finance
Fordham University
Bachelor of Arts (B.A.)
K-Swiss Global Brands September 2015 - Present
K-Swiss Global Brands 2015 - 2015
Righteous Film 2012 - 2014
BrandGames 2012 - 2012
Morgan Stanley Smith Barney 2011 - 2011
Skills
Financial Analysis, Research, PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Modeling, Data Analysis, Marketing, Social Media, Market Research, Business Strategy, Corporate Finance
Education
University of Southern California 2014 — 2015
Master of Science in Finance
Fordham University
Bachelor of Arts (B.A.)
Dixon Allen Dixon Allen's Morgan Stanley Smith Barney Experience November 2004 - April 2007
Job Population Health Associate at Vanderbilt Health Affiliated Network
Industry Hospital & Health Care
Experience
Vanderbilt Health Affiliated Network December 2014 - Present
Meridian Senior Living July 2013 - March 2014
Ensign Services December 2012 - May 2013
Ensign Services June 2012 - November 2012
Business Consulting Project October 2011 - February 2012
Wake Forest Baptist Health October 2011 - December 2011
Wake Forest Baptist Health May 2011 - August 2011
Diefendorf Capital Planning Associates July 2009 - July 2010
Morgan Stanley April 2007 - July 2009
Morgan Stanley Smith Barney November 2004 - April 2007
Skills
Analysis, Financial Analysis, Financial Modeling, Healthcare, Leadership, Strategy, Training, Management, Data Analysis, Portfolio Management, Budgets, Strategic Planning, Risk Management, Cross-functional Team..., Process Improvement
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2012
MBA, Healthcare and Finance
Furman University 2000 — 2004
Bachelor of Arts, Business Administration
Woodward Academy 1996 — 2000
High School, Atlanta, GA
Vanderbilt Health Affiliated Network December 2014 - Present
Meridian Senior Living July 2013 - March 2014
Ensign Services December 2012 - May 2013
Ensign Services June 2012 - November 2012
Business Consulting Project October 2011 - February 2012
Wake Forest Baptist Health October 2011 - December 2011
Wake Forest Baptist Health May 2011 - August 2011
Diefendorf Capital Planning Associates July 2009 - July 2010
Morgan Stanley April 2007 - July 2009
Morgan Stanley Smith Barney November 2004 - April 2007
Skills
Analysis, Financial Analysis, Financial Modeling, Healthcare, Leadership, Strategy, Training, Management, Data Analysis, Portfolio Management, Budgets, Strategic Planning, Risk Management, Cross-functional Team..., Process Improvement
Education
Wake Forest University - Babcock Graduate School of Management 2010 — 2012
MBA, Healthcare and Finance
Furman University 2000 — 2004
Bachelor of Arts, Business Administration
Woodward Academy 1996 — 2000
High School, Atlanta, GA
Chioke Shumpert's Morgan Stanley Smith Barney Experience 1999 - 2001
Job Consumer & Business Insights Sr Director Central Division
Industry Food & Beverages
Experience
McDonald's October 2011 - June 2014
McDonald's Corporation January 2009 - November 2011
McDonald's Corporation August 2005 - January 2009
EGL, Inc November 2001 - August 2003
Morgan Stanley Smith Barney 1999 - 2001
Skills
Brand Management, Budgets, Competitive Analysis, Cross-functional Team..., Customer Insight, Customer Service, Financial Analysis, Food, Food Service, Franchising, Income Statement, Integrated Marketing, Leadership, Management, Market Research, Marketing, Marketing Communications, Marketing Research, Marketing Strategy, Restaurants, Strategic Planning, Team Leadership, Strategy, Team Building, Social Media, Sales, Business Planning, Event Planning, Restaurant Management, Advertising, Inventory Management, Market Planning, Retail, P&L, Teamwork
Education
BS Finance & BS Bus Mgmt
Franklin University
Accounting and Finance
McDonald's October 2011 - June 2014
McDonald's Corporation January 2009 - November 2011
McDonald's Corporation August 2005 - January 2009
EGL, Inc November 2001 - August 2003
Morgan Stanley Smith Barney 1999 - 2001
Skills
Brand Management, Budgets, Competitive Analysis, Cross-functional Team..., Customer Insight, Customer Service, Financial Analysis, Food, Food Service, Franchising, Income Statement, Integrated Marketing, Leadership, Management, Market Research, Marketing, Marketing Communications, Marketing Research, Marketing Strategy, Restaurants, Strategic Planning, Team Leadership, Strategy, Team Building, Social Media, Sales, Business Planning, Event Planning, Restaurant Management, Advertising, Inventory Management, Market Planning, Retail, P&L, Teamwork
Education
BS Finance & BS Bus Mgmt
Franklin University
Accounting and Finance
Claudia Cragg, MBA's Morgan Stanley Smith Barney Experience September 2006 - July 2007
Job Global Operations Finance Manager
Industry Telecommunications
Experience
Harris Corporation July 2014 - Present
Harris Corporation April 2013 - July 2014
UIC Technical Services September 2011 - April 2013
MVM, Inc. July 2007 - July 2011
Morgan Stanley Smith Barney September 2006 - July 2007
Skills
Expert in Budgeting,..., Financial Modeling, Indirect Rates..., Budgets, Deltek, Financial Analysis, Accounting, Financial Reporting, Variance Analysis, Microsoft Excel, Auditing, Process Improvement, Internal Controls, Internal Audit, Corporate Finance, PeopleSoft, Forecasting, Management, Leadership, Strategy, Strategic Planning, Finance, Pricing, Financial Forecasting, Analysis, Project Management, Analytics, Budgeting, Government Contracting
Education
George Mason University
Master of Business Administration (MBA), Finance
Marymount University
B.A in Busisness Administration, Finance
Harris Corporation July 2014 - Present
Harris Corporation April 2013 - July 2014
UIC Technical Services September 2011 - April 2013
MVM, Inc. July 2007 - July 2011
Morgan Stanley Smith Barney September 2006 - July 2007
Skills
Expert in Budgeting,..., Financial Modeling, Indirect Rates..., Budgets, Deltek, Financial Analysis, Accounting, Financial Reporting, Variance Analysis, Microsoft Excel, Auditing, Process Improvement, Internal Controls, Internal Audit, Corporate Finance, PeopleSoft, Forecasting, Management, Leadership, Strategy, Strategic Planning, Finance, Pricing, Financial Forecasting, Analysis, Project Management, Analytics, Budgeting, Government Contracting
Education
George Mason University
Master of Business Administration (MBA), Finance
Marymount University
B.A in Busisness Administration, Finance
Kerri Aidikoff Kerri Aidikoff's Morgan Stanley Smith Barney Experience July 2010 - December 2010
Job Director of Finance at Cyrus Innovation
Industry Financial Services
Experience
Cyrus Innovation November 2014 - Present
Cyrus Innovation June 2014 - Present
LiveUp Programs September 2012 - Present
PwC September 2012 - June 2014
PwC June 2011 - August 2011
Morgan Stanley Smith Barney July 2010 - December 2010
Scholastic Professional Media December 2009 - January 2010
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
General Assembly
mini-MBA, Business Fundamental & Tactics
Cyrus Innovation November 2014 - Present
Cyrus Innovation June 2014 - Present
LiveUp Programs September 2012 - Present
PwC September 2012 - June 2014
PwC June 2011 - August 2011
Morgan Stanley Smith Barney July 2010 - December 2010
Scholastic Professional Media December 2009 - January 2010
Education
University of Maryland - Robert H. Smith School of Business 2008 — 2012
Bachelor of Science (BS), Accounting and Finance
General Assembly
mini-MBA, Business Fundamental & Tactics
Aaron Huang Aaron Huang's Morgan Stanley Smith Barney Experience January 2011 - January 2012
Job Associate, Financial Services Advisory
Industry Financial Services
Experience
KPMG US October 2013 - Present
Siemer & Associates January 2013 - May 2013
Morgan Stanley Smith Barney January 2011 - January 2012
Northwestern Mutual September 2010 - January 2011
Skills
Mandarin, Investments, Microsoft Excel, Financial Modeling, Financial Analysis, Social Media, Bloomberg, Finance, Corporate Finance, Bloomberg Terminal, Research, Economics, PowerPoint, Social Networking, Public Speaking, Competitive Analysis, Strategy, Portfolio Management, Investment Banking, Equities, Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Gabrielino High School 2005 — 2009
GE
Fudan University
KPMG US October 2013 - Present
Siemer & Associates January 2013 - May 2013
Morgan Stanley Smith Barney January 2011 - January 2012
Northwestern Mutual September 2010 - January 2011
Skills
Mandarin, Investments, Microsoft Excel, Financial Modeling, Financial Analysis, Social Media, Bloomberg, Finance, Corporate Finance, Bloomberg Terminal, Research, Economics, PowerPoint, Social Networking, Public Speaking, Competitive Analysis, Strategy, Portfolio Management, Investment Banking, Equities, Mergers & Acquisitions
Education
University of Southern California - Marshall School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Gabrielino High School 2005 — 2009
GE
Fudan University
Brian Studdert Brian Studdert's Morgan Stanley Smith Barney Experience 2006 - 2008
Job U.S. Head of Debt and Agency Services, Deutsche Bank
Industry Banking
Experience
Deutsche Bank 2008 - September 2013
Morgan Stanley Smith Barney 2006 - 2008
Bank of New York Mellon 2004 - 2006
Bank of New York Mellon 2004 - 2006
Education
Fordham University
BS, Finance
Saint John's University
MBA, Finance
Deutsche Bank 2008 - September 2013
Morgan Stanley Smith Barney 2006 - 2008
Bank of New York Mellon 2004 - 2006
Bank of New York Mellon 2004 - 2006
Education
Fordham University
BS, Finance
Saint John's University
MBA, Finance
Charles Anderson Weaver III Charles Anderson Weaver III's Morgan Stanley Smith Barney Experience August 2009 - December 2009
Job Financial Analyst, PEDs Financial Manager, Procurement Lead at General Dynamics Information Technology
Industry Information Technology and Services
Experience
General Dynamics Information Technology October 2013 - Present
General Dynamics Information Technology March 2012 - September 2013
General Dynamics Information Technology March 2010 - March 2012
Morgan Stanley Smith Barney August 2009 - December 2009
MWR - US Navy May 2007 - August 2008
2006-2005 May 2005 - August 2006
Skills
Analysis, Security Clearance, Earned Value Management, Management, Information Assurance, Microsoft Excel, Program Management, Leadership, Government Contracting, Data Analysis, Project Management, Financial Analysis, Financial Reporting, Time Management, Proposal Writing, Access, Integration, ITIL v3 Foundations..., Social Media, Financial Accounting, DoD, Security, Sub Contractors, BOE's, Data Management, Pivot Tables, Databases, Data Mining, Database Administration, IT Project & Program..., Accounts Payable, Subcontracting, Schedule, Microsoft Access, Corporate Finance, Budget Forecasts, Project Estimation, Critical Thinking, Problem Solving
Education
George Mason University 2006 — 2009
Bachelor of Science, Finance
Norfolk Collegiate School
General Dynamics Information Technology October 2013 - Present
General Dynamics Information Technology March 2012 - September 2013
General Dynamics Information Technology March 2010 - March 2012
Morgan Stanley Smith Barney August 2009 - December 2009
MWR - US Navy May 2007 - August 2008
2006-2005 May 2005 - August 2006
Skills
Analysis, Security Clearance, Earned Value Management, Management, Information Assurance, Microsoft Excel, Program Management, Leadership, Government Contracting, Data Analysis, Project Management, Financial Analysis, Financial Reporting, Time Management, Proposal Writing, Access, Integration, ITIL v3 Foundations..., Social Media, Financial Accounting, DoD, Security, Sub Contractors, BOE's, Data Management, Pivot Tables, Databases, Data Mining, Database Administration, IT Project & Program..., Accounts Payable, Subcontracting, Schedule, Microsoft Access, Corporate Finance, Budget Forecasts, Project Estimation, Critical Thinking, Problem Solving
Education
George Mason University 2006 — 2009
Bachelor of Science, Finance
Norfolk Collegiate School
Lori Ann Bassil Lori Ann Bassil's Morgan Stanley Smith Barney Experience May 2007 - May 2010
Job Senior Operational Due Diligence Analyst
Industry Investment Management
Experience
K2 Advisors June 2010 - June 2014
Morgan Stanley Smith Barney May 2007 - May 2010
Morgan Stanley May 2004 - August 2006
Grant Thornton LLP 2002 - 2004
Accenture 2000 - 2001
Bloomberg LP 1996 - 1999
BNP Paribas 1990 - 1998
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Bloomberg, Asset Management, Capital Markets, Derivatives, Private Equity, Asset Allocation, Securities, Portfolio Management, Trading, Trading Systems, Risk Management, Strategy, Financial Services, Fund Of Funds, Asset Managment
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Marketing
SUNY College at Buffalo
Bachelor of Science (BS), Industial Technology
K2 Advisors June 2010 - June 2014
Morgan Stanley Smith Barney May 2007 - May 2010
Morgan Stanley May 2004 - August 2006
Grant Thornton LLP 2002 - 2004
Accenture 2000 - 2001
Bloomberg LP 1996 - 1999
BNP Paribas 1990 - 1998
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Bloomberg, Asset Management, Capital Markets, Derivatives, Private Equity, Asset Allocation, Securities, Portfolio Management, Trading, Trading Systems, Risk Management, Strategy, Financial Services, Fund Of Funds, Asset Managment
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (MBA), Marketing
SUNY College at Buffalo
Bachelor of Science (BS), Industial Technology
Som Chivukula's Morgan Stanley Smith Barney Experience March 2010 - June 2011
Job Founder at Eureka Communications
Industry Financial Services
Experience
Eureka Communications July 2012 - Present
Morgan Stanley Smith Barney March 2010 - June 2011
KELLER WILLIAMS June 2009 - December 2010
CBSACNY May 2007 - March 2010
Whole Nine Yards Events LLC July 2009 - 2010
Calyon September 2007 - June 2008
Bank of New York Mellon May 2006 - August 2006
Toyota January 2006 - April 2006
MSNBC.com July 2004 - September 2005
HBO February 2004 - July 2004
Education
Fordham Gabelli School of Business 2005 — 2007
MBA, Finance & Accounting
Fordham University 2005 — 2007
MBA, Finance & Professional Accounting
University of Utah 1994 — 1998
B.S., Mass Communications
Eureka Communications July 2012 - Present
Morgan Stanley Smith Barney March 2010 - June 2011
KELLER WILLIAMS June 2009 - December 2010
CBSACNY May 2007 - March 2010
Whole Nine Yards Events LLC July 2009 - 2010
Calyon September 2007 - June 2008
Bank of New York Mellon May 2006 - August 2006
Toyota January 2006 - April 2006
MSNBC.com July 2004 - September 2005
HBO February 2004 - July 2004
Education
Fordham Gabelli School of Business 2005 — 2007
MBA, Finance & Accounting
Fordham University 2005 — 2007
MBA, Finance & Professional Accounting
University of Utah 1994 — 1998
B.S., Mass Communications
Michelle Leonard Michelle Leonard's Morgan Stanley Smith Barney Experience April 2010 - January 2011
Job Assistant Vice President, Citi
Industry Financial Services
Experience
Citi July 2014 - Present
EquiLend LLC September 2011 - July 2014
Knight Capital Group January 2011 - July 2011
Morgan Stanley Smith Barney April 2010 - January 2011
Skills
Securities, SDLC, Product Development, Requirements Gathering, Securities Lending, SWIFT messaging, Unix Shell Scripting, Toad, Technical Writing, Middle Office, SQL, Leadership, PowerPoint, People Skills, Teamwork, Equities
Education
FORDHAM UNIVERSITY AT LINCOLN CENTER 2003 — 2007
Bachelor of Arts, Economics
Fordham University
Economics, Economics
Citi July 2014 - Present
EquiLend LLC September 2011 - July 2014
Knight Capital Group January 2011 - July 2011
Morgan Stanley Smith Barney April 2010 - January 2011
Skills
Securities, SDLC, Product Development, Requirements Gathering, Securities Lending, SWIFT messaging, Unix Shell Scripting, Toad, Technical Writing, Middle Office, SQL, Leadership, PowerPoint, People Skills, Teamwork, Equities
Education
FORDHAM UNIVERSITY AT LINCOLN CENTER 2003 — 2007
Bachelor of Arts, Economics
Fordham University
Economics, Economics
Alison Bitterly's Morgan Stanley Smith Barney Experience July 2011 - July 2012
Job J.D. Candidate at Fordham University School of Law
Industry Law Practice
Experience
Cleary Gottlieb Steen & Hamilton LLP May 2015 - July 2015
Infobase Learning, Facts on File, Inc. August 2012 - May 2014
Morgan Stanley Smith Barney July 2011 - July 2012
The Two River Times September 2011 - May 2012
Legal Assistant August 2010 - February 2011
National High School Model United Nations September 2008 - March 2009
Private Optometry Practice June 2007 - August 2008
Skills
Editing, Writing and editing, Research, International Relations, Legal Writing, Legal Research, Public Policy
Education
Fordham University School of Law 2013 — 2016
Juris Doctor (J.D.)
Georgetown University 2007 — 2011
BA, Government, English
Cleary Gottlieb Steen & Hamilton LLP May 2015 - July 2015
Infobase Learning, Facts on File, Inc. August 2012 - May 2014
Morgan Stanley Smith Barney July 2011 - July 2012
The Two River Times September 2011 - May 2012
Legal Assistant August 2010 - February 2011
National High School Model United Nations September 2008 - March 2009
Private Optometry Practice June 2007 - August 2008
Skills
Editing, Writing and editing, Research, International Relations, Legal Writing, Legal Research, Public Policy
Education
Fordham University School of Law 2013 — 2016
Juris Doctor (J.D.)
Georgetown University 2007 — 2011
BA, Government, English
Eddie Lennon's Morgan Stanley Smith Barney Experience August 2005 - January 2007
Job Chief Operating Officer at Franklin & Lennon
Industry Retail
Experience
Franklin & Lennon Paint Co. 2006 - Present
Morgan Stanley Smith Barney August 2005 - January 2007
Morgan Stanley Smith Barney January 2000 - May 2004
Skills
Sales, Salesforce.com, Sales Management, Account Management, Business Development, New Business Development, Strategic Partnerships, Leadership, Strategic Planning, Investments, Strategy, Marketing, Marketing Strategy, Insurance, Social Media, Sales Operations, Contract Negotiation, Social Media Marketing, Lead Generation, Customer Service
Education
Fordham University
BA, Political Science
University of Delaware
Franklin & Lennon Paint Co. 2006 - Present
Morgan Stanley Smith Barney August 2005 - January 2007
Morgan Stanley Smith Barney January 2000 - May 2004
Skills
Sales, Salesforce.com, Sales Management, Account Management, Business Development, New Business Development, Strategic Partnerships, Leadership, Strategic Planning, Investments, Strategy, Marketing, Marketing Strategy, Insurance, Social Media, Sales Operations, Contract Negotiation, Social Media Marketing, Lead Generation, Customer Service
Education
Fordham University
BA, Political Science
University of Delaware
Jonathan R. Blau's Morgan Stanley Smith Barney Experience April 2000 - May 2008
Job President and Chief Executive Officer at Fusion Family Wealth
Industry Financial Services
Experience
Fusion Family Wealth LLC November 2013 - Present
The Blau Radler Group at UBS Financial Services, Inc May 2008 - November 2013
Morgan Stanley Smith Barney April 2000 - May 2008
Sanford C. Bernstein May 1996 - April 2000
Arthur Andersen LLP May 1992 - April 1996
Skills
Series 7, Securities, Wealth Management, Investments, Strategic Financial..., Alternative Investments, Estate Planning, Portfolio Management, Asset Management, Retirement Planning, Investment Advisory, Private Equity, Equities, Financial Analysis, Hedge Funds, Tax, Trusts, Financial Advisory, Financial Planning
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
Master of Science - Taxation & MBA - Accounting, Taxation & Accounting
State University of New York College at Buffalo 1985 — 1989
BS, Finance
Fusion Family Wealth LLC November 2013 - Present
The Blau Radler Group at UBS Financial Services, Inc May 2008 - November 2013
Morgan Stanley Smith Barney April 2000 - May 2008
Sanford C. Bernstein May 1996 - April 2000
Arthur Andersen LLP May 1992 - April 1996
Skills
Series 7, Securities, Wealth Management, Investments, Strategic Financial..., Alternative Investments, Estate Planning, Portfolio Management, Asset Management, Retirement Planning, Investment Advisory, Private Equity, Equities, Financial Analysis, Hedge Funds, Tax, Trusts, Financial Advisory, Financial Planning
Education
Fordham University - Graduate School of Business Administration 1990 — 1992
Master of Science - Taxation & MBA - Accounting, Taxation & Accounting
State University of New York College at Buffalo 1985 — 1989
BS, Finance
Nadia Basil's Morgan Stanley Smith Barney Experience January 2009 - August 2009
Job Product Marketing Manager at LiveIntent, Inc.
Industry Public Relations and Communications
Experience
LiveIntent, Inc. September 2015 - Present
LiveIntent, Inc. August 2014 - August 2015
AOL August 2013 - August 2014
Virgin Atlantic Airways May 2011 - August 2013
Victorinox Swiss Army September 2010 - December 2010
LACOSTE June 2010 - August 2010
H&M January 2010 - May 2010
Tommy Hilfiger August 2009 - January 2010
Morgan Stanley Smith Barney January 2009 - August 2009
Skills
Public Relations, Social Media, Facebook, Social Media Marketing, Event Planning, Marketing Communications, Press Releases, Microsoft Excel, PowerPoint, Event Management, Microsoft Office, Social Networking, Advertising, Fashion, Marketing, Digital Marketing, Microsoft Word, Online Advertising, Email Marketing, Customer Service, Media Relations, Social Media Measurement, SEO, Marketing Strategy, Online Marketing, Sales, Publicity, Corporate Communications, Blogging, Internal Communications, Strategic Communications
Education
New York University 2012 — 2014
Master of Science (M.S.)
Fordham University 2007 — 2011
BS
The Ursuline School 2003 — 2007
High School Diploma
LiveIntent, Inc. September 2015 - Present
LiveIntent, Inc. August 2014 - August 2015
AOL August 2013 - August 2014
Virgin Atlantic Airways May 2011 - August 2013
Victorinox Swiss Army September 2010 - December 2010
LACOSTE June 2010 - August 2010
H&M January 2010 - May 2010
Tommy Hilfiger August 2009 - January 2010
Morgan Stanley Smith Barney January 2009 - August 2009
Skills
Public Relations, Social Media, Facebook, Social Media Marketing, Event Planning, Marketing Communications, Press Releases, Microsoft Excel, PowerPoint, Event Management, Microsoft Office, Social Networking, Advertising, Fashion, Marketing, Digital Marketing, Microsoft Word, Online Advertising, Email Marketing, Customer Service, Media Relations, Social Media Measurement, SEO, Marketing Strategy, Online Marketing, Sales, Publicity, Corporate Communications, Blogging, Internal Communications, Strategic Communications
Education
New York University 2012 — 2014
Master of Science (M.S.)
Fordham University 2007 — 2011
BS
The Ursuline School 2003 — 2007
High School Diploma
Eric Letada's Morgan Stanley Smith Barney Experience March 2000 - September 2004
Job Account Manager
Industry Information Technology and Services
Experience
hCentive, Inc. February 2014 - Present
hCentive, Inc. June 2011 - February 2014
hCentive, Inc. January 2010 - June 2011
Northwestern Mutual August 2009 - December 2009
American Classic January 2008 - August 2009
PSA September 2004 - January 2008
Morgan Stanley Smith Barney March 2000 - September 2004
Skills
Insurance, Business Analysis, Recruiting, Process Improvement, Business Development, Vendor Management, New Business Development, Business Strategy, Management, Team Building, Technical Recruiting, Investments, Portfolio Management, Strategy, Health Insurance, Program Management, Analysis, Project Management, Salesforce.com, Strategic Planning, Sourcing
Education
George Mason University
BA, Government and Politics
hCentive, Inc. February 2014 - Present
hCentive, Inc. June 2011 - February 2014
hCentive, Inc. January 2010 - June 2011
Northwestern Mutual August 2009 - December 2009
American Classic January 2008 - August 2009
PSA September 2004 - January 2008
Morgan Stanley Smith Barney March 2000 - September 2004
Skills
Insurance, Business Analysis, Recruiting, Process Improvement, Business Development, Vendor Management, New Business Development, Business Strategy, Management, Team Building, Technical Recruiting, Investments, Portfolio Management, Strategy, Health Insurance, Program Management, Analysis, Project Management, Salesforce.com, Strategic Planning, Sourcing
Education
George Mason University
BA, Government and Politics
Krista Perez Krista Perez's Morgan Stanley Smith Barney Experience June 2010 - June 2012
Job Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Spark January 2013 - Present
Spark September 2012 - December 2012
Morgan Stanley July 2012 - December 2012
Spark September 2011 - September 2012
Morgan Stanley Smith Barney June 2010 - June 2012
The Conference Board June 2009 - August 2009
CBS Corporation September 2008 - December 2008
Citi May 2008 - August 2008
Skills
Outlook, Excel, PowerPoint, Word, MS Project, Strategic Leadership, Thought Leadership, Team Building, Analysis, Data Analysis, Cost Analysis, Market Analysis, Financial Analysis, Competitive Analysis, Business Analysis, Business Strategy, Business Management, New Business Development, Microsoft Excel, Management, Investments
Education
Fordham University 2006 — 2010
Bachelor of Arts (BA), Economics, A
University of Pretoria/Universiteit van Pretoria 2008 — 2008
N/A, Emerging Markets: South Africa, A
Academia Latinoamericana de Español 2005 — 2005
N/A, Spanish, A
James Caldwell High School
Morgan Stanley January 2013 - Present
Spark January 2013 - Present
Spark September 2012 - December 2012
Morgan Stanley July 2012 - December 2012
Spark September 2011 - September 2012
Morgan Stanley Smith Barney June 2010 - June 2012
The Conference Board June 2009 - August 2009
CBS Corporation September 2008 - December 2008
Citi May 2008 - August 2008
Skills
Outlook, Excel, PowerPoint, Word, MS Project, Strategic Leadership, Thought Leadership, Team Building, Analysis, Data Analysis, Cost Analysis, Market Analysis, Financial Analysis, Competitive Analysis, Business Analysis, Business Strategy, Business Management, New Business Development, Microsoft Excel, Management, Investments
Education
Fordham University 2006 — 2010
Bachelor of Arts (BA), Economics, A
University of Pretoria/Universiteit van Pretoria 2008 — 2008
N/A, Emerging Markets: South Africa, A
Academia Latinoamericana de Español 2005 — 2005
N/A, Spanish, A
James Caldwell High School
Brandie Alyssa Farnam, CFP® Brandie Alyssa Farnam, CFP®'s Morgan Stanley Smith Barney Experience July 2010 - March 2012
Job Manager of Advice Excellence & Product Voice at LearnVest
Industry Financial Services
Experience
LearnVest June 2015 - Present
LearnVest, Inc. June 2014 - Present
LearnVest.com March 2013 - March 2014
LearnVest, Inc. March 2012 - March 2013
Morgan Stanley Smith Barney July 2010 - March 2012
Morgan Stanley Smith Barney March 2009 - June 2010
UBS Financial Services November 2006 - March 2009
Skills
Asset Allocation, Strategic Financial..., Finance, Financial Services, Financial Advisory, Investment Strategies, Investments, Series 7, Due Diligence, Retirement Planning, Wealth Management, Asset Management, Mutual Funds, Portfolio Management, Investment Advisory, Start-ups, Financial Planning
Education
Fordham University 2009 — 2009
Executive Certificate in Financial Planning, Comprehensive Insurance, Investment, Tax, Retirement, and Estate Planning
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
LearnVest June 2015 - Present
LearnVest, Inc. June 2014 - Present
LearnVest.com March 2013 - March 2014
LearnVest, Inc. March 2012 - March 2013
Morgan Stanley Smith Barney July 2010 - March 2012
Morgan Stanley Smith Barney March 2009 - June 2010
UBS Financial Services November 2006 - March 2009
Skills
Asset Allocation, Strategic Financial..., Finance, Financial Services, Financial Advisory, Investment Strategies, Investments, Series 7, Due Diligence, Retirement Planning, Wealth Management, Asset Management, Mutual Funds, Portfolio Management, Investment Advisory, Start-ups, Financial Planning
Education
Fordham University 2009 — 2009
Executive Certificate in Financial Planning, Comprehensive Insurance, Investment, Tax, Retirement, and Estate Planning
University of Colorado at Boulder - Leeds School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.), Finance
Tristian Owusu-Yaw Tristian Owusu-Yaw's Morgan Stanley Smith Barney Experience October 2007 - April 2012
Job Territory Manager at RJ Reynolds
Industry Consumer Goods
Experience
RJ Reynolds October 2013 - Present
Bouchard Insurance April 2012 - September 2013
Morgan Stanley Smith Barney October 2007 - April 2012
Ameriprise Financial May 2006 - October 2007
Skills
Leadership, CRM, Management, Cross-functional Team..., Insurance, Investments, Sales, Portfolio Management, Marketing, Sales Operations, Fixed Annuities, Analysis, Market Research, HTML 5, CSS, Business Development, Strategic Planning, Strategy, Sales Management, Account Management, Customer Service, Business Planning, Finance
Education
Furman University 2002 — 2006
Bachelors of Arts, Philosophy, Political Science
My School 2002 — 2006
Bachelor of Arts (BA), Philosophy
RJ Reynolds October 2013 - Present
Bouchard Insurance April 2012 - September 2013
Morgan Stanley Smith Barney October 2007 - April 2012
Ameriprise Financial May 2006 - October 2007
Skills
Leadership, CRM, Management, Cross-functional Team..., Insurance, Investments, Sales, Portfolio Management, Marketing, Sales Operations, Fixed Annuities, Analysis, Market Research, HTML 5, CSS, Business Development, Strategic Planning, Strategy, Sales Management, Account Management, Customer Service, Business Planning, Finance
Education
Furman University 2002 — 2006
Bachelors of Arts, Philosophy, Political Science
My School 2002 — 2006
Bachelor of Arts (BA), Philosophy
Cari Carlson, PMP ITIL v3, CIR Cari Carlson, PMP ITIL v3, CIR's Morgan Stanley Smith Barney Experience May 2010 - September 2010
Job Customer focused sales professional with proven ability to cement strong relationships and grow in competitive sectors
Industry Management Consulting
Experience
Experienced Hire Recruiting / Virtual at KPMG June 2015 - Present
TASC, Inc. November 2012 - May 2015
TASC March 2011 - November 2012
General Dynamics Information Technology 2010 - March 2011
Morgan Stanley Smith Barney May 2010 - September 2010
Booz Allen Hamilton January 2009 - May 2010
HRI July 2008 - January 2009
Wachovia August 2003 - October 2007
Millennium Capital 2002 - 2003
Skills
Recruiting, Talent Acquisition, Sourcing, Human Resources, Technical Recruiting, Strategic Planning, Analysis, Leadership, Business Development, Strategy, Government, Employee Relations, Management, Proposal Writing, Applicant Tracking..., Process Improvement, Government Contracting, New Business Development, Account Management, Negotiation, Program Management, Talent Management, Resource Management, Consulting, Personnel Management, Data Analysis, Training, Strategic Partnerships, Business Networking, SDLC, Team Leadership, Sales, HRIS, Problem Solving, Shaping New Opportunites, Creative Solutions, Series 7, Mortgage Lending, Investment Banking, Wholesale Lending, Key Account..., White Space Analysis, Strategic Financial..., Employee Benefits, Competitive Intelligence, Business Intelligence, Due Diligence, Preparation of Business..., Mergers & Acquisitions, Solution Selling
Education
Villanova University 2013 — 2013
Master's Certificate, Business Intelligence/Business Analytics
Villanova University 2013 — 2013
Masters Certificate, Return on Investment
George Mason University 2012 — 2012
Contracting with the Federal Government Certificate
James Madison University 1999 — 2001
Bachelor of Science
Experienced Hire Recruiting / Virtual at KPMG June 2015 - Present
TASC, Inc. November 2012 - May 2015
TASC March 2011 - November 2012
General Dynamics Information Technology 2010 - March 2011
Morgan Stanley Smith Barney May 2010 - September 2010
Booz Allen Hamilton January 2009 - May 2010
HRI July 2008 - January 2009
Wachovia August 2003 - October 2007
Millennium Capital 2002 - 2003
Skills
Recruiting, Talent Acquisition, Sourcing, Human Resources, Technical Recruiting, Strategic Planning, Analysis, Leadership, Business Development, Strategy, Government, Employee Relations, Management, Proposal Writing, Applicant Tracking..., Process Improvement, Government Contracting, New Business Development, Account Management, Negotiation, Program Management, Talent Management, Resource Management, Consulting, Personnel Management, Data Analysis, Training, Strategic Partnerships, Business Networking, SDLC, Team Leadership, Sales, HRIS, Problem Solving, Shaping New Opportunites, Creative Solutions, Series 7, Mortgage Lending, Investment Banking, Wholesale Lending, Key Account..., White Space Analysis, Strategic Financial..., Employee Benefits, Competitive Intelligence, Business Intelligence, Due Diligence, Preparation of Business..., Mergers & Acquisitions, Solution Selling
Education
Villanova University 2013 — 2013
Master's Certificate, Business Intelligence/Business Analytics
Villanova University 2013 — 2013
Masters Certificate, Return on Investment
George Mason University 2012 — 2012
Contracting with the Federal Government Certificate
James Madison University 1999 — 2001
Bachelor of Science
Ted Horowitz Ted Horowitz's Morgan Stanley Smith Barney Experience May 2005 - July 2012
Job Financial Advisor/Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. July 2012 - Present
Morgan Stanley Smith Barney May 2005 - July 2012
UBS Financial Services January 2001 - May 2005
RBC August 1997 - January 2001
Merrill Lynch August 1994 - August 1997
Harlow Butler 1993 - 1994
Instinet Corporation 1992 - 1993
Phibro LLC 1990 - 1992
Education
Thunderbird School of Global Management 1988 — 1990
Master of International Management, Business
University of Washington 1982 — 1986
BA, International Relations
Fudan University 1984 — 1984
Summer Program, Chinese
University of South Carolina-Columbia 1981 — 1982
Business Administration and Management, General
Spartanburg High School 1978 — 1980
High School
Riverside Military Academy 1976 — 1977
Ameriprise Financial Services, Inc. July 2012 - Present
Morgan Stanley Smith Barney May 2005 - July 2012
UBS Financial Services January 2001 - May 2005
RBC August 1997 - January 2001
Merrill Lynch August 1994 - August 1997
Harlow Butler 1993 - 1994
Instinet Corporation 1992 - 1993
Phibro LLC 1990 - 1992
Education
Thunderbird School of Global Management 1988 — 1990
Master of International Management, Business
University of Washington 1982 — 1986
BA, International Relations
Fudan University 1984 — 1984
Summer Program, Chinese
University of South Carolina-Columbia 1981 — 1982
Business Administration and Management, General
Spartanburg High School 1978 — 1980
High School
Riverside Military Academy 1976 — 1977
Patrick J. Medel Patrick J. Medel's Morgan Stanley Smith Barney Experience February 2011 - October 2011
Job Associate Principal Examiner at FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority June 2014 - Present
RBC Capital Markets August 2013 - June 2014
Financial Industry Regulatory Authority October 2011 - August 2013
Morgan Stanley Smith Barney February 2011 - October 2011
Morgan Stanley Smith Barney August 2006 - January 2011
Education
Fordham University 2008 — 2013
Finance, MBA Degree
Seton Hall University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
Bergen Catholic
Financial Industry Regulatory Authority June 2014 - Present
RBC Capital Markets August 2013 - June 2014
Financial Industry Regulatory Authority October 2011 - August 2013
Morgan Stanley Smith Barney February 2011 - October 2011
Morgan Stanley Smith Barney August 2006 - January 2011
Education
Fordham University 2008 — 2013
Finance, MBA Degree
Seton Hall University 2000 — 2004
Bachelor of Business Administration (B.B.A.), Marketing
Bergen Catholic
Douglas Messina, CRPC® Douglas Messina, CRPC®'s Morgan Stanley Smith Barney Experience March 2005 - February 2010
Job Financial Advisor with Pell Wealth Partners at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
HighTower Advisors February 2010 - May 2013
Morgan Stanley Smith Barney March 2005 - February 2010
Education
Fordham University 1999 — 2003
Bachelor of Science (B.S.), Marketing and Economics
Ameriprise Financial Services, Inc. May 2013 - Present
HighTower Advisors February 2010 - May 2013
Morgan Stanley Smith Barney March 2005 - February 2010
Education
Fordham University 1999 — 2003
Bachelor of Science (B.S.), Marketing and Economics
Joseph V. Bonanno Jr. Joseph V. Bonanno Jr.'s Morgan Stanley Smith Barney Experience July 2007 - October 2010
Job Wealth Management Head of Analytics Strategy & Governance at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
Morgan Stanley January 2014 - June 2015
Morgan Stanley Wealth Management May 2011 - December 2013
UBS Investment Bank November 2010 - May 2011
Morgan Stanley Smith Barney July 2007 - October 2010
Morgan Stanley April 1999 - July 2007
Oracle March 1998 - April 1999
Cendant Mobility 1995 - 1998
Skills
Business Intelligence, Strategic Financial..., Business Objects, Financial Reporting, Finance, Financial Services, Essbase, Enterprise Architecture, Business Process, Data Warehousing, Integration, Business Analytics, PMO, Wealth Management, Business Analysis, Analytics, Business Process..., Risk Management, Analysis, Financial Systems, Change Management, Strategy, Data Integration, Executive Reporting, Cognos, Outsourcing, CRM, SAP, EPM, Forecasting, Data Management, Strategic Architecture, Collaborative Problem..., Management, Leadership, Business Development, QlikView, Team Leadership, Relational Databases, Web Development, Large Scale Deployments, Offshore Management, Database Modeling, Changing Environments, Leading Change, Big Data, Portfolio Management, Financial Analysis, Executive Management, Self Learning
Education
University of Pennsylvania - The Wharton School 2008 — 2009
Strategic Education and Executive Development Program, Leadership and Talent Management
Fordham University 1991 — 1995
BS, Finance
NRHS
Morgan Stanley July 2015 - Present
Morgan Stanley January 2014 - June 2015
Morgan Stanley Wealth Management May 2011 - December 2013
UBS Investment Bank November 2010 - May 2011
Morgan Stanley Smith Barney July 2007 - October 2010
Morgan Stanley April 1999 - July 2007
Oracle March 1998 - April 1999
Cendant Mobility 1995 - 1998
Skills
Business Intelligence, Strategic Financial..., Business Objects, Financial Reporting, Finance, Financial Services, Essbase, Enterprise Architecture, Business Process, Data Warehousing, Integration, Business Analytics, PMO, Wealth Management, Business Analysis, Analytics, Business Process..., Risk Management, Analysis, Financial Systems, Change Management, Strategy, Data Integration, Executive Reporting, Cognos, Outsourcing, CRM, SAP, EPM, Forecasting, Data Management, Strategic Architecture, Collaborative Problem..., Management, Leadership, Business Development, QlikView, Team Leadership, Relational Databases, Web Development, Large Scale Deployments, Offshore Management, Database Modeling, Changing Environments, Leading Change, Big Data, Portfolio Management, Financial Analysis, Executive Management, Self Learning
Education
University of Pennsylvania - The Wharton School 2008 — 2009
Strategic Education and Executive Development Program, Leadership and Talent Management
Fordham University 1991 — 1995
BS, Finance
NRHS
Brian Quach Brian Quach's Morgan Stanley Smith Barney Experience 2009 - 2009
Job Associate at L.E.K.
Industry Management Consulting
Experience
L.E.K. Consulting 2012 - Present
Moelis & Company 2011 - 2011
Merrill Lynch 2010 - 2010
AnewAmerica Community Corporation 2010 - 2010
Griffin Partners 2009 - 2010
Morgan Stanley Smith Barney 2009 - 2009
Lincoln Financial Group 2009 - 2009
Skills
Management Consulting, Strategy Development, Investment Banking, Private Equity, Venture Capital, Structured Finance, Equity Trading, Fixed Income, Financial Modeling, Strategy, Finance, Corporate Development, Valuation, Financial Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration
Fudan University
BS, Business Administration and Management, General
L.E.K. Consulting 2012 - Present
Moelis & Company 2011 - 2011
Merrill Lynch 2010 - 2010
AnewAmerica Community Corporation 2010 - 2010
Griffin Partners 2009 - 2010
Morgan Stanley Smith Barney 2009 - 2009
Lincoln Financial Group 2009 - 2009
Skills
Management Consulting, Strategy Development, Investment Banking, Private Equity, Venture Capital, Structured Finance, Equity Trading, Fixed Income, Financial Modeling, Strategy, Finance, Corporate Development, Valuation, Financial Analysis
Education
University of California, Berkeley - Walter A. Haas School of Business
B.S., Business Administration
Fudan University
BS, Business Administration and Management, General
Jaime Vallecilla Jaime Vallecilla's Morgan Stanley Smith Barney Experience January 2011 - Present
Job ASG Support Lead at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2011 - Present
UBS February 2005 - December 2010
C.R. Bard September 2002 - February 2005
Shearson Lehman Bros Inc. 1986 - 1990
Skills
VSAM, Fileaid, Wealth Management, Trading Systems, CICS, Fixed Income, IBM Mainframe, TSO, JCL, Securities, Offshoring, Mainframe, SDLC, COBOL, DB2, Vendor Management, Business Analysis, Visio, Process Improvement, Requirements Analysis, Application Development, Integration, IT Management, Access, Change Management, Business Requirements, Requirements Gathering, Software Development
Education
Fordham University 1982 — 1986
BS, Computer Science, Psychology
Morgan Stanley Smith Barney January 2011 - Present
UBS February 2005 - December 2010
C.R. Bard September 2002 - February 2005
Shearson Lehman Bros Inc. 1986 - 1990
Skills
VSAM, Fileaid, Wealth Management, Trading Systems, CICS, Fixed Income, IBM Mainframe, TSO, JCL, Securities, Offshoring, Mainframe, SDLC, COBOL, DB2, Vendor Management, Business Analysis, Visio, Process Improvement, Requirements Analysis, Application Development, Integration, IT Management, Access, Change Management, Business Requirements, Requirements Gathering, Software Development
Education
Fordham University 1982 — 1986
BS, Computer Science, Psychology
Robert M. Cavazini Robert M. Cavazini's Morgan Stanley Smith Barney Experience 1998 - 2009
Job Director, Spotts On Trends
Industry Investment Banking
Experience
Spotts on Trends May 2011 - Present
Bollinger Insurance 2008 - 2010
Morgan Stanley Smith Barney 1998 - 2009
Nikko Securities 1993 - 1995
UBS Securities Co., Ltd 1986 - 1993
Chemical Bank 1973 - 1986
Skills
Financial Analysis, Insurance, Risk Management, Portfolio Management, Investments
Education
Fordham University
Bachelor of Arts, Economics
Archbishop Molloy 1963 — 1967
Fordham University
B.A., Ecnomics
Spotts on Trends May 2011 - Present
Bollinger Insurance 2008 - 2010
Morgan Stanley Smith Barney 1998 - 2009
Nikko Securities 1993 - 1995
UBS Securities Co., Ltd 1986 - 1993
Chemical Bank 1973 - 1986
Skills
Financial Analysis, Insurance, Risk Management, Portfolio Management, Investments
Education
Fordham University
Bachelor of Arts, Economics
Archbishop Molloy 1963 — 1967
Fordham University
B.A., Ecnomics
Matthew Koller's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Audit Associate at Deloitte & Touche LLP
Industry Financial Services
Experience
Deloitte & Touche LLP August 2014 - Present
Lemma Senbet Fund April 2013 - May 2014
Baker Tilly Virchow Krause, LLP June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Merrill Lynch February 2012 - May 2012
Skills
Microsoft Excel, PowerPoint, Spanish, Financial Analysis, Economics, Event Planning, Customer Service, Financial Accounting, Cost Accounting, Financial Modeling, Valuation, Financial Statement..., DCF Valuation, Bloomberg, Equity Research
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (B.S.), Finance and Accounting, Senior
Fudan University 2012 — 2012
Deloitte & Touche LLP August 2014 - Present
Lemma Senbet Fund April 2013 - May 2014
Baker Tilly Virchow Krause, LLP June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Merrill Lynch February 2012 - May 2012
Skills
Microsoft Excel, PowerPoint, Spanish, Financial Analysis, Economics, Event Planning, Customer Service, Financial Accounting, Cost Accounting, Financial Modeling, Valuation, Financial Statement..., DCF Valuation, Bloomberg, Equity Research
Education
University of Maryland College Park 2010 — 2014
Bachelor of Science (B.S.), Finance and Accounting, Senior
Fudan University 2012 — 2012
Leonard Cautela Leonard Cautela's Morgan Stanley Smith Barney Experience February 1992 - Present
Job First Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 1992 - Present
Education
Fordham University 1975 — 1979
Bachelor of Science (BS), Marketing
Morgan Stanley Smith Barney February 1992 - Present
Education
Fordham University 1975 — 1979
Bachelor of Science (BS), Marketing
Dominic Maurillo's Morgan Stanley Smith Barney Experience June 2010 - July 2011
Job Chief Operating Officer, Private Company
Industry Investment Management
Experience
COO Private Company February 2014 - Present
Xchange Benefits March 2011 - November 2014
Morgan Stanley Investment Management July 2011 - February 2014
Morgan Stanley Smith Barney June 2010 - July 2011
Citi Smith Barney June 2007 - December 2010
Citi Smith Barney January 2007 - November 2010
DF King & Co., Inc. January 1999 - May 2007
Skills
Strategy Development, Asset Management, Financial Analysis, Financial Modeling, Financial Management, Due Diligence, Strategic Planning, Operational Excellence, Risk Management, Asset Managment, Managerial Finance, Strategy, Global Management, Private Equity, Distribution Strategies, Global Finance, Change Management, Financial Services, Mutual Funds, Investments, Bloomberg, Start-ups, Finance, Executive Management, Capital Markets, Banking, Investment Advisory, Wealth Management, Management, Alternative Investments, Financial Advisory, Investment Management, Hedge Funds, Investment Strategies, Securities, Venture Capital, Governance, Strategic Financial..., Financial Markets, Restructuring, Relationship Management, Options, Operational Risk, Consulting, Fund Of Funds, Portfolio Management, Leadership, Fixed Income, Equities, Series 63
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Finance and Management, MBA
Fordham University
BS, Economics
COO Private Company February 2014 - Present
Xchange Benefits March 2011 - November 2014
Morgan Stanley Investment Management July 2011 - February 2014
Morgan Stanley Smith Barney June 2010 - July 2011
Citi Smith Barney June 2007 - December 2010
Citi Smith Barney January 2007 - November 2010
DF King & Co., Inc. January 1999 - May 2007
Skills
Strategy Development, Asset Management, Financial Analysis, Financial Modeling, Financial Management, Due Diligence, Strategic Planning, Operational Excellence, Risk Management, Asset Managment, Managerial Finance, Strategy, Global Management, Private Equity, Distribution Strategies, Global Finance, Change Management, Financial Services, Mutual Funds, Investments, Bloomberg, Start-ups, Finance, Executive Management, Capital Markets, Banking, Investment Advisory, Wealth Management, Management, Alternative Investments, Financial Advisory, Investment Management, Hedge Funds, Investment Strategies, Securities, Venture Capital, Governance, Strategic Financial..., Financial Markets, Restructuring, Relationship Management, Options, Operational Risk, Consulting, Fund Of Funds, Portfolio Management, Leadership, Fixed Income, Equities, Series 63
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
Finance and Management, MBA
Fordham University
BS, Economics
Kenneth Sundberg's Morgan Stanley Smith Barney Experience January 2001 - Present
Job Financial Advisor, CFP @ Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2001 - Present
Skills
Series 7, Series 63, Asset Allocation, Investments, Wealth Management, Investment Advisory, Mutual Funds, Investment Strategies, Retirement Planning
Education
Fordham University 1996 — 2000
Bachelor of Science (BS)
Morgan Stanley Smith Barney January 2001 - Present
Skills
Series 7, Series 63, Asset Allocation, Investments, Wealth Management, Investment Advisory, Mutual Funds, Investment Strategies, Retirement Planning
Education
Fordham University 1996 — 2000
Bachelor of Science (BS)
Kim Rehm's Morgan Stanley Smith Barney Experience 2009 - 2011
Job Manager, Equity & International Compensation at Xylem Inc.
Industry Financial Services
Experience
Xylem Inc. August 2011 - Present
Morgan Stanley Smith Barney 2009 - 2011
Smith Barney August 2002 - June 2009
UBS 2000 - 2002
NYPD 1992 - 1997
Skills
Vendor Management, Securities, Change Management, Equities, Process Improvement, Product Management, Cross-functional Team..., Mergers & Acquisitions, Portfolio Management, Relationship Management, Project Management, Risk Management, Product Marketing, Strategy, Business Analysis
Education
Fordham University 1988 — 1992
Bachelor of Science
Xylem Inc. August 2011 - Present
Morgan Stanley Smith Barney 2009 - 2011
Smith Barney August 2002 - June 2009
UBS 2000 - 2002
NYPD 1992 - 1997
Skills
Vendor Management, Securities, Change Management, Equities, Process Improvement, Product Management, Cross-functional Team..., Mergers & Acquisitions, Portfolio Management, Relationship Management, Project Management, Risk Management, Product Marketing, Strategy, Business Analysis
Education
Fordham University 1988 — 1992
Bachelor of Science
Claude Regis's Morgan Stanley Smith Barney Experience October 2010 - July 2012
Job VP, Senior Programmer Analyst at Societe General
Industry Computer Software
Experience
Societe General March 2014 - Present
Societe Generale July 2012 - Present
Morgan Stanley Smith Barney October 2010 - July 2012
RCS October 2007 - September 2010
Meta5 January 2001 - October 2007
Skills
Java, .NET, Agile Methodologies, Management, Process Improvement, XML, Business Intelligence, C#, Enterprise Architecture, Integration, Microsoft SQL Server, Project Management, Requirements Analysis, SDLC, SQL, Software Design
Education
Fordham University - Graduate School of Business Administration 2009 — 2013
MBA
Stony Brook University 1996 — 2000
Societe General March 2014 - Present
Societe Generale July 2012 - Present
Morgan Stanley Smith Barney October 2010 - July 2012
RCS October 2007 - September 2010
Meta5 January 2001 - October 2007
Skills
Java, .NET, Agile Methodologies, Management, Process Improvement, XML, Business Intelligence, C#, Enterprise Architecture, Integration, Microsoft SQL Server, Project Management, Requirements Analysis, SDLC, SQL, Software Design
Education
Fordham University - Graduate School of Business Administration 2009 — 2013
MBA
Stony Brook University 1996 — 2000
Carey Pitman's Morgan Stanley Smith Barney Experience July 2011 - Present
Job Vice President, Relationship Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2011 - Present
UBS October 2008 - July 2011
Yahoo! Finance July 2007 - September 2007
Legg Mason December 2005 - August 2006
Smith Barney Mutual Funds (Citigroup Asset Management) September 1997 - August 2006
Sanford C. Bernstein & Co. October 1995 - August 1997
Skills
Project Management, Series 7, Equities, Series 63, Sales, Mutual Funds, Business Development, Wealth Management
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Finance and Media/Communications
Lehigh University - College of Business and Economics 1991 — 1995
Morgan Stanley Smith Barney July 2011 - Present
UBS October 2008 - July 2011
Yahoo! Finance July 2007 - September 2007
Legg Mason December 2005 - August 2006
Smith Barney Mutual Funds (Citigroup Asset Management) September 1997 - August 2006
Sanford C. Bernstein & Co. October 1995 - August 1997
Skills
Project Management, Series 7, Equities, Series 63, Sales, Mutual Funds, Business Development, Wealth Management
Education
Fordham Gabelli School of Business 2006 — 2008
MBA, Finance and Media/Communications
Lehigh University - College of Business and Economics 1991 — 1995
Robert Romano's Morgan Stanley Smith Barney Experience August 2009 - December 2011
Job Head of Equity Sales at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management December 2011 - Present
Morgan Stanley Smith Barney August 2009 - December 2011
Smith Barney January 2002 - August 2009
Citi January 2001 - January 2002
Citi Smith Barney June 1999 - January 2001
Skills
Series 7, Series 63, Equities, Bloomberg, Wealth Management, Investments, Asset Managment, Asset Allocation, Portfolio Management, Investment Strategies, Equity Research, Securities, Financial Markets, High Net Worth..., Asset Management
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2004
MBA, Finance
Franklin & Marshall College 1995 — 1999
BA, Business Administration
UBS Wealth Management December 2011 - Present
Morgan Stanley Smith Barney August 2009 - December 2011
Smith Barney January 2002 - August 2009
Citi January 2001 - January 2002
Citi Smith Barney June 1999 - January 2001
Skills
Series 7, Series 63, Equities, Bloomberg, Wealth Management, Investments, Asset Managment, Asset Allocation, Portfolio Management, Investment Strategies, Equity Research, Securities, Financial Markets, High Net Worth..., Asset Management
Education
Rutgers, The State University of New Jersey-Newark 2001 — 2004
MBA, Finance
Franklin & Marshall College 1995 — 1999
BA, Business Administration
Linda Dionisio's Morgan Stanley Smith Barney Experience December 2010 - Present
Job Marketing/Project Manager
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2010 - Present
Morgan Stanley July 2008 - December 2010
TheMarkets.com, LLC June 2007 - December 2007
Education
Fordham University 2004 — 2008
Bachelor of Science, Business Administration: Finance, Marketing, International Business
Morgan Stanley Smith Barney December 2010 - Present
Morgan Stanley July 2008 - December 2010
TheMarkets.com, LLC June 2007 - December 2007
Education
Fordham University 2004 — 2008
Bachelor of Science, Business Administration: Finance, Marketing, International Business
Michelle Steinhaus's Morgan Stanley Smith Barney Experience January 2001 - July 2011
Job Branch Manager at The Arlington Group Investment Consulting, LLC.
Industry Financial Services
Experience
The Arlington Group Investment Consulting, LLC. July 2011 - Present
Morgan Stanley Smith Barney January 2001 - July 2011
Smith Barney 2001 - 2008
Smith Barney 2001 - 2008
Eisner Securities April 1997 - December 2000
Hilliard Lyons April 1995 - April 1997
Skills
Small Business, Retirement, Series 7, Financial Advisory, Management, Investments, Asset Allocation, Investment Strategies, Strategic Planning, Mutual Funds
Education
Franklin University 2002 — 2004
MBA, Business Administration
The Ohio State University 1991 — 1994
The Arlington Group Investment Consulting, LLC. July 2011 - Present
Morgan Stanley Smith Barney January 2001 - July 2011
Smith Barney 2001 - 2008
Smith Barney 2001 - 2008
Eisner Securities April 1997 - December 2000
Hilliard Lyons April 1995 - April 1997
Skills
Small Business, Retirement, Series 7, Financial Advisory, Management, Investments, Asset Allocation, Investment Strategies, Strategic Planning, Mutual Funds
Education
Franklin University 2002 — 2004
MBA, Business Administration
The Ohio State University 1991 — 1994
Greg Gammer's Morgan Stanley Smith Barney Experience March 1993 - April 1999
Job Senior Business Analyst Consultant at INVeSHARE, Inc.
Industry Information Technology and Services
Experience
INVeSHARE, Inc. March 2014 - Present
ForwardThink Group September 2013 - January 2014
Park Avenue Securities October 2012 - July 2013
JPMorgan Chase December 2008 - March 2012
Barclays Bank July 2008 - September 2008
Independent Financial February 2006 - May 2008
Smith Barney February 2004 - April 2006
TIAA-CREF April 1999 - September 2003
Morgan Stanley Smith Barney March 1993 - April 1999
PepsiCo April 1989 - December 1992
Skills
Process Improvement, Leadership, Equities, Mutual Funds, Vendor Management, Project Management, Budgets, Risk Management, Business Analysis, SDLC, Asset Managment, Strategic Planning, Visio, PMP, Business Process..., Quality Assurance, Management, Integration, Databases, Business Requirements, Analysis, Business Process, Software Documentation, Software Development, Program Management, Finance, Securities, Asset Management
Education
Cardinal Spellman
Cardinal Spellman
Fordham University
Bachelor of Science (BS), Computer Science and Quantitative Methods
INVeSHARE, Inc. March 2014 - Present
ForwardThink Group September 2013 - January 2014
Park Avenue Securities October 2012 - July 2013
JPMorgan Chase December 2008 - March 2012
Barclays Bank July 2008 - September 2008
Independent Financial February 2006 - May 2008
Smith Barney February 2004 - April 2006
TIAA-CREF April 1999 - September 2003
Morgan Stanley Smith Barney March 1993 - April 1999
PepsiCo April 1989 - December 1992
Skills
Process Improvement, Leadership, Equities, Mutual Funds, Vendor Management, Project Management, Budgets, Risk Management, Business Analysis, SDLC, Asset Managment, Strategic Planning, Visio, PMP, Business Process..., Quality Assurance, Management, Integration, Databases, Business Requirements, Analysis, Business Process, Software Documentation, Software Development, Program Management, Finance, Securities, Asset Management
Education
Cardinal Spellman
Cardinal Spellman
Fordham University
Bachelor of Science (BS), Computer Science and Quantitative Methods
Alexander Chester's Morgan Stanley Smith Barney Experience January 2012 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Banking
Experience
Morgan Stanley Smith Barney January 2012 - Present
Morgan Stanley Smith Barney July 2005 - Present
Education
Franklin & Marshall College 2001 — 2005
Morgan Stanley Smith Barney January 2012 - Present
Morgan Stanley Smith Barney July 2005 - Present
Education
Franklin & Marshall College 2001 — 2005
Lynn Talutis, Esq.'s Morgan Stanley Smith Barney Experience 2008 - Present
Job Senior Credit Risk Manager / Attorney (Securities)
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2008 - Present
Citigroup/SmithBarney 2004 - 2007
Citi 2000 - 2004
Skills
Capital Markets, Securities Law, Contract Negotiation, Securities based lending, Control / restricted..., Enforcement, Futures and Options, Concentrated Positions, Private Wealth..., Foreign Exchange, Regulatory Compliance, Financial Structuring, Securities Lending, Options, Securities, Structured Finance, Securities Regulation, Financial Risk, Wealth Management..., Financial Services, Portfolio Management, Trading, Wealth Management, Equities, Credit Risk, Hedge Funds
Education
Fordham Law School
Juris Doctor
Fordham University
Bachelor of Arts, Economics, Graduated Magna Cum Laude
Morgan Stanley Smith Barney 2008 - Present
Citigroup/SmithBarney 2004 - 2007
Citi 2000 - 2004
Skills
Capital Markets, Securities Law, Contract Negotiation, Securities based lending, Control / restricted..., Enforcement, Futures and Options, Concentrated Positions, Private Wealth..., Foreign Exchange, Regulatory Compliance, Financial Structuring, Securities Lending, Options, Securities, Structured Finance, Securities Regulation, Financial Risk, Wealth Management..., Financial Services, Portfolio Management, Trading, Wealth Management, Equities, Credit Risk, Hedge Funds
Education
Fordham Law School
Juris Doctor
Fordham University
Bachelor of Arts, Economics, Graduated Magna Cum Laude
John T. Hutchison's Morgan Stanley Smith Barney Experience December 2007 - June 2009
Job Associate Director of Parish Finance at Archdiocese of New York
Industry Financial Services
Experience
Archdiocese of New York March 2013 - Present
John Hutchison January 2012 - February 2013
G-2 Trading February 2011 - October 2012
MadisonTrading LLC July 2009 - April 2011
Morgan Stanley Smith Barney December 2007 - June 2009
RAYMOND JAMES ASSOC January 1999 - January 2007
American Stock Exchange January 1991 - January 1999
John T January 1988 - January 1991
Skills
Derivatives, Trading, Equities, Bonds, Options, Investments, Securities, Marketing, Series 7, Budgets, Equity Trading, Customer Service, Alternative Investments, Business Strategy, Hedge Funds, Finance, Series 63, Financial Services, Bloomberg, Electronic Trading, Fixed Income, ETFs, Capital Markets, Asset Management, Financial Markets, Portfolio Management, Trading Systems, Management
Education
Fordham University
BA, History
St. Francis de Sales
Archdiocese of New York March 2013 - Present
John Hutchison January 2012 - February 2013
G-2 Trading February 2011 - October 2012
MadisonTrading LLC July 2009 - April 2011
Morgan Stanley Smith Barney December 2007 - June 2009
RAYMOND JAMES ASSOC January 1999 - January 2007
American Stock Exchange January 1991 - January 1999
John T January 1988 - January 1991
Skills
Derivatives, Trading, Equities, Bonds, Options, Investments, Securities, Marketing, Series 7, Budgets, Equity Trading, Customer Service, Alternative Investments, Business Strategy, Hedge Funds, Finance, Series 63, Financial Services, Bloomberg, Electronic Trading, Fixed Income, ETFs, Capital Markets, Asset Management, Financial Markets, Portfolio Management, Trading Systems, Management
Education
Fordham University
BA, History
St. Francis de Sales
Amanda Hadley's Morgan Stanley Smith Barney Experience May 2009 - April 2011
Job Vice President, Sales and Trading Compliance Stragic Project & Initiatives at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley April 2011 - March 2015
Morgan Stanley Smith Barney May 2009 - April 2011
Morgan Stanley May 2008 - May 2009
Morgan Stanley July 2006 - May 2008
Morgan Stanley June 2005 - April 2006
Skills
Finance, Fixed Income, Forecasting, Investments, Management, Strategy, Capital Markets, Business Development, Analysis
Education
Fordham University 2002 — 2006
Business Administration, Finance & Economics
Morgan Stanley March 2015 - Present
Morgan Stanley April 2011 - March 2015
Morgan Stanley Smith Barney May 2009 - April 2011
Morgan Stanley May 2008 - May 2009
Morgan Stanley July 2006 - May 2008
Morgan Stanley June 2005 - April 2006
Skills
Finance, Fixed Income, Forecasting, Investments, Management, Strategy, Capital Markets, Business Development, Analysis
Education
Fordham University 2002 — 2006
Business Administration, Finance & Economics
Alan Brower's Morgan Stanley Smith Barney Experience June 2009 - February 2013
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Private Practice February 2013 - Present
Morgan Stanley Smith Barney June 2009 - February 2013
Citigroup June 1992 - May 2009
EF Hutton & Company Inc. July 1969 - February 1987
Skills
Mutual Funds, Private Equity, Equities, Series 7, Capital Markets, Derivatives, Investments, Series 24, Hedge Funds, Risk Management, Asset Managment, Alternative Investments, Financial Advisory, Trading, Wealth Management, Financial Markets, Financial Services, Structured Products, Financial Risk, Investment Banking, Series 63, AML, Securities, Due Diligence, FINRA, Securities Regulation, Fixed Income, Finance, Portfolio Management, Investment Advisory, Legal Compliance, Legal Research, Asset Management, Asset Allocation, Banking, Strategic Financial..., Wealth Management..., Trading Systems, Bloomberg, Uniform Combined State..., Retirement Planning, Electronic Trading, ETFs, Options, Fund Of Funds, Investment Strategies, Investment Management, Series 65, Private Banking, Bonds
Education
Fordham University 1965 — 1969
BS, Finance
St John's University
JD, Law
Private Practice February 2013 - Present
Morgan Stanley Smith Barney June 2009 - February 2013
Citigroup June 1992 - May 2009
EF Hutton & Company Inc. July 1969 - February 1987
Skills
Mutual Funds, Private Equity, Equities, Series 7, Capital Markets, Derivatives, Investments, Series 24, Hedge Funds, Risk Management, Asset Managment, Alternative Investments, Financial Advisory, Trading, Wealth Management, Financial Markets, Financial Services, Structured Products, Financial Risk, Investment Banking, Series 63, AML, Securities, Due Diligence, FINRA, Securities Regulation, Fixed Income, Finance, Portfolio Management, Investment Advisory, Legal Compliance, Legal Research, Asset Management, Asset Allocation, Banking, Strategic Financial..., Wealth Management..., Trading Systems, Bloomberg, Uniform Combined State..., Retirement Planning, Electronic Trading, ETFs, Options, Fund Of Funds, Investment Strategies, Investment Management, Series 65, Private Banking, Bonds
Education
Fordham University 1965 — 1969
BS, Finance
St John's University
JD, Law
Sarah Betancourt, CEP's Morgan Stanley Smith Barney Experience December 2008 - Present
Job First Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2008 - Present
Citi Smith Barney October 2000 - November 2008
Citi Smith Barney March 1994 - September 2000
Skills
Financial Reporting, Equities, Budgets, Series 7, Business Development, Portfolio Management, Investments, Business Analysis, Accounting, CRM
Education
Fordham University
Bachelor of Arts, Psychology/Business Admin.
Morgan Stanley Smith Barney December 2008 - Present
Citi Smith Barney October 2000 - November 2008
Citi Smith Barney March 1994 - September 2000
Skills
Financial Reporting, Equities, Budgets, Series 7, Business Development, Portfolio Management, Investments, Business Analysis, Accounting, CRM
Education
Fordham University
Bachelor of Arts, Psychology/Business Admin.
Tian Pei's Morgan Stanley Smith Barney Experience February 2010 - December 2010
Job Senior Financial Analyst Creative at Adobe
Industry Computer Networking
Experience
Adobe May 2015 - Present
Cisco July 2014 - April 2015
Cisco Systems September 2012 - July 2014
Cisco Systems August 2011 - September 2012
Morgan Stanley Smith Barney February 2010 - December 2010
Cisco June 2010 - August 2010
Merrill Lynch August 2009 - November 2009
Palo Alto Medical Foundation June 2009 - August 2009
Stanford University Medical Center June 2008 - August 2008
Skills
Financial Modeling, Corporate Finance, Internal Controls, Strategy, Data Analysis, Analytics, Deal Flow, Risk Analysis, Business Process, Account Management, Internal Audit, Deal Shaping, Microsoft Office, Microsoft Excel, SQL, Access, Cross-functional Team..., Planning Budgeting &..., Financial Reporting, Financial Analysis
Education
University of California, Berkeley 2007 — 2011
Bachelor of Arts, Economics
Fudan University 2011 — 2011
Education Abroad Program, Business Administration and Economics in China
Gunn High School 2004 — 2007
Adobe May 2015 - Present
Cisco July 2014 - April 2015
Cisco Systems September 2012 - July 2014
Cisco Systems August 2011 - September 2012
Morgan Stanley Smith Barney February 2010 - December 2010
Cisco June 2010 - August 2010
Merrill Lynch August 2009 - November 2009
Palo Alto Medical Foundation June 2009 - August 2009
Stanford University Medical Center June 2008 - August 2008
Skills
Financial Modeling, Corporate Finance, Internal Controls, Strategy, Data Analysis, Analytics, Deal Flow, Risk Analysis, Business Process, Account Management, Internal Audit, Deal Shaping, Microsoft Office, Microsoft Excel, SQL, Access, Cross-functional Team..., Planning Budgeting &..., Financial Reporting, Financial Analysis
Education
University of California, Berkeley 2007 — 2011
Bachelor of Arts, Economics
Fudan University 2011 — 2011
Education Abroad Program, Business Administration and Economics in China
Gunn High School 2004 — 2007
Damian George's Morgan Stanley Smith Barney Experience August 2009 - September 2013
Job Senior Vice President at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities September 2013 - Present
Morgan Stanley Smith Barney August 2009 - September 2013
Citigroup Alternative Investments - Hedge Fund Management Group November 2005 - July 2009
Citigroup April 1999 - October 2005
Skills
SOX, Alternative Investments, Financial Analysis, Financial Reporting, Accounting, Budgeting, FX, Financial Management, Hedge Funds, Sarbanes-Oxley Act, Budgets, Equities, Asset Management, Capital Markets, Derivatives, FX Options, Financial Modeling, Investments, Portfolio Management, Risk Management, Series 7
Education
Fordham University 1994 — 1998
MBA, International Finance
Fordham University 1985 — 1989
BS, Accounting
Wells Fargo Securities September 2013 - Present
Morgan Stanley Smith Barney August 2009 - September 2013
Citigroup Alternative Investments - Hedge Fund Management Group November 2005 - July 2009
Citigroup April 1999 - October 2005
Skills
SOX, Alternative Investments, Financial Analysis, Financial Reporting, Accounting, Budgeting, FX, Financial Management, Hedge Funds, Sarbanes-Oxley Act, Budgets, Equities, Asset Management, Capital Markets, Derivatives, FX Options, Financial Modeling, Investments, Portfolio Management, Risk Management, Series 7
Education
Fordham University 1994 — 1998
MBA, International Finance
Fordham University 1985 — 1989
BS, Accounting
Mark McCarthy's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Managing Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citigroup September 1991 - May 2010
Credit Suisse First Boston 1985 - 1991
First Boston Corporation 1985 - 1991
Skills
Alternative Investments, Banking, Capital Markets, Derivatives, Equities, Financial Services, Fixed Income, Hedge Funds, IT Strategy, Integration, Investment Banking, Investments, Management, Mergers, Mergers & Acquisitions, Middle Office, PMO, Portfolio Management, Program Management, Project Portfolio..., Risk Management, SDLC, Series 7, Trading Systems, Vendor Management, Wealth Management, Electronic Trading, Series 63
Education
Fordham Gabelli School of Business 1977 — 1980
MBA, Finance
Georgetown University 1971 — 1975
BS, Psychology, Computer Science
Morgan Stanley Smith Barney June 2009 - Present
Citigroup September 1991 - May 2010
Credit Suisse First Boston 1985 - 1991
First Boston Corporation 1985 - 1991
Skills
Alternative Investments, Banking, Capital Markets, Derivatives, Equities, Financial Services, Fixed Income, Hedge Funds, IT Strategy, Integration, Investment Banking, Investments, Management, Mergers, Mergers & Acquisitions, Middle Office, PMO, Portfolio Management, Program Management, Project Portfolio..., Risk Management, SDLC, Series 7, Trading Systems, Vendor Management, Wealth Management, Electronic Trading, Series 63
Education
Fordham Gabelli School of Business 1977 — 1980
MBA, Finance
Georgetown University 1971 — 1975
BS, Psychology, Computer Science
David DiIorio's Morgan Stanley Smith Barney Experience 2000 - 2003
Job Executive Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan 2006 - Present
Morgan Stanley Smith Barney 2000 - 2003
Skills
Hedge Funds, Equities, Alternative Investments, Capital Markets, Prime Brokerage, Derivatives, Bloomberg, Series 7, Investment Banking, Equity Derivatives
Education
Fordham Gabelli School of Business 2002 — 2005
MBA, Finance & Management
State University of New York College at Oneonta 1995 — 1999
Business Economics & Finance
JP Morgan 2006 - Present
Morgan Stanley Smith Barney 2000 - 2003
Skills
Hedge Funds, Equities, Alternative Investments, Capital Markets, Prime Brokerage, Derivatives, Bloomberg, Series 7, Investment Banking, Equity Derivatives
Education
Fordham Gabelli School of Business 2002 — 2005
MBA, Finance & Management
State University of New York College at Oneonta 1995 — 1999
Business Economics & Finance
Eric Maiuri's Morgan Stanley Smith Barney Experience June 2010 - Present
Job VP/Private Banker at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2010 - Present
Bank of America/Merrill Lynch January 2003 - June 2010
PFPC October 2001 - January 2003
Skills
Series 7, Credit, Securities, Series 63, Strategic Financial..., Mortgage Lending, Wealth Management, Banking, Loans, Private Banking, Portfolio Management, Retirement Planning, Commercial Lending, Mutual Funds, Financial Services, Investments, Credit Analysis, Uniform Combined State..., Commercial Banking, Consumer Lending, Relationship Management, Investment Advisory, Wealth Management..., Series 6
Education
Framingham State University 1997 — 2001
Bachelor of Science, Business Administration
Morgan Stanley Smith Barney June 2010 - Present
Bank of America/Merrill Lynch January 2003 - June 2010
PFPC October 2001 - January 2003
Skills
Series 7, Credit, Securities, Series 63, Strategic Financial..., Mortgage Lending, Wealth Management, Banking, Loans, Private Banking, Portfolio Management, Retirement Planning, Commercial Lending, Mutual Funds, Financial Services, Investments, Credit Analysis, Uniform Combined State..., Commercial Banking, Consumer Lending, Relationship Management, Investment Advisory, Wealth Management..., Series 6
Education
Framingham State University 1997 — 2001
Bachelor of Science, Business Administration
Charles H. Mulfinger, II's Morgan Stanley Smith Barney Experience 1984 - Present
Job Managing Director / CIMA (R) / Financial Advisor / Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1984 - Present
Arthur Andersen 1983 - 1984
United Technologies May 1980 - August 1981
Education
Florida State University - College of Business 1981 — 1983
Masters of Business Administration, Finance
Stetson University 1976 — 1980
Bachelor of Business Business Administration (BBA), Business Administration
Morgan Stanley Smith Barney 1984 - Present
Arthur Andersen 1983 - 1984
United Technologies May 1980 - August 1981
Education
Florida State University - College of Business 1981 — 1983
Masters of Business Administration, Finance
Stetson University 1976 — 1980
Bachelor of Business Business Administration (BBA), Business Administration
Josh Gordon's Morgan Stanley Smith Barney Experience June 2009 - January 2010
Job CEO of The Bureau
Industry Packaging and Containers
Experience
RODAWG Holdings LLC dba The Bureau April 2013 - Present
Fordham Graduate School of Business January 2010 - August 2012
OffWhite Design March 2012 - June 2012
livebuyz.com March 2011 - October 2011
Polarpuph January 2009 - February 2011
Morgan Stanley Smith Barney June 2009 - January 2010
J and Z Map Advertising April 2008 - August 2009
Skills
Microsoft Excel, PowerPoint, Marketing Strategy, Social Media, Marketing, Advertising, Social Networking, Social Media Marketing, Entrepreneurship, Fundraising, Management, Strategy, Photography, Online Marketing, Blogging, Business Development, Start-ups, Business Planning, Analysis, Product Marketing, Online Advertising, Strategic Planning
Education
Fordham Gabelli School of Business 2010 — 2012
Yeshiva University 2008 — 2009
RODAWG Holdings LLC dba The Bureau April 2013 - Present
Fordham Graduate School of Business January 2010 - August 2012
OffWhite Design March 2012 - June 2012
livebuyz.com March 2011 - October 2011
Polarpuph January 2009 - February 2011
Morgan Stanley Smith Barney June 2009 - January 2010
J and Z Map Advertising April 2008 - August 2009
Skills
Microsoft Excel, PowerPoint, Marketing Strategy, Social Media, Marketing, Advertising, Social Networking, Social Media Marketing, Entrepreneurship, Fundraising, Management, Strategy, Photography, Online Marketing, Blogging, Business Development, Start-ups, Business Planning, Analysis, Product Marketing, Online Advertising, Strategic Planning
Education
Fordham Gabelli School of Business 2010 — 2012
Yeshiva University 2008 — 2009
Stephen Muto's Morgan Stanley Smith Barney Experience March 1989 - November 1997
Job Managing Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald January 2009 - Present
Bear Stearns November 2001 - March 2008
Credit Suisse October 2000 - September 2001
DLJ March 1998 - October 2000
Morgan Stanley Smith Barney March 1989 - November 1997
Tradition 1988 - 1989
Skills
Fixed Income, Series 7, Hedge Funds, Capital Markets, Trading, Equities, Alternative Investments, Series 63, Bonds, Bloomberg, Derivatives, Securities
Education
Franklin & Marshall College 1984 — 1988
BA, Business Administration
Cold Spring Harbor High School 1980 — 1984
East Side School 1976 — 1978
Cantor Fitzgerald January 2009 - Present
Bear Stearns November 2001 - March 2008
Credit Suisse October 2000 - September 2001
DLJ March 1998 - October 2000
Morgan Stanley Smith Barney March 1989 - November 1997
Tradition 1988 - 1989
Skills
Fixed Income, Series 7, Hedge Funds, Capital Markets, Trading, Equities, Alternative Investments, Series 63, Bonds, Bloomberg, Derivatives, Securities
Education
Franklin & Marshall College 1984 — 1988
BA, Business Administration
Cold Spring Harbor High School 1980 — 1984
East Side School 1976 — 1978
Michael Haendler's Morgan Stanley Smith Barney Experience June 2007 - August 2007
Job International Tax Services Transfer Pricing at EY
Industry Accounting
Experience
EY July 2015 - Present
EY June 2014 - August 2014
Chimera Securities June 2008 - March 2011
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Bloomberg, Equity Trading, Options, Equities, Trading, Equity Research, Portfolio Management, Trading Systems, Proprietary Trading, Financial Analysis, Risk Management, Securities, Financial Markets, Capital Markets, Investments
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master's degree, Taxation
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Accounting
Tufts University
Economics, Quantitative Economics
EY July 2015 - Present
EY June 2014 - August 2014
Chimera Securities June 2008 - March 2011
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Bloomberg, Equity Trading, Options, Equities, Trading, Equity Research, Portfolio Management, Trading Systems, Proprietary Trading, Financial Analysis, Risk Management, Securities, Financial Markets, Capital Markets, Investments
Education
Fordham University - Graduate School of Business Administration 2012 — 2014
Master's degree, Taxation
Fordham University - Graduate School of Business Administration 2012 — 2014
Master of Business Administration (MBA), Accounting
Tufts University
Economics, Quantitative Economics
Joe Siniscalchi's Morgan Stanley Smith Barney Experience 1984 - 2002
Job Various at for Non Profits
Industry Financial Services
Experience
non profit organizations January 2012 - Present
Morgan Stanley July 1984 - September 2002
Morgan Stanley Smith Barney 1984 - 2002
Skills
Series 7, Management, Wealth Management, Fixed Income, Securities, Mutual Funds, Trading, Business Analysis, Investments, Asset Managment, Equities
Education
Fordham University
BS
non profit organizations January 2012 - Present
Morgan Stanley July 1984 - September 2002
Morgan Stanley Smith Barney 1984 - 2002
Skills
Series 7, Management, Wealth Management, Fixed Income, Securities, Mutual Funds, Trading, Business Analysis, Investments, Asset Managment, Equities
Education
Fordham University
BS
Frederick Menapace's Morgan Stanley Smith Barney Experience January 2009 - June 2010
Job VP Mortgage Specialist at Citi Private Bank
Industry Financial Services
Experience
Citi Private Bank July 2013 - Present
Morgan Stanley Private Bank June 2010 - January 2013
Morgan Stanley Smith Barney January 2009 - June 2010
Morgan Stanley August 2005 - January 2009
EverBank January 2005 - August 2005
Morgan Stanley January 1999 - January 2005
Merrill Lynch Credit Corporation July 1994 - December 1998
Merrill Lynch Credit Corporation November 1992 - July 1994
Merrill Lynch Credit Corporation December 1991 - November 1992
Merrill Lynch Credit Corporation November 1989 - December 1991
Skills
Private Banking, Business Development, Series 7, Mortgage Lending, Securities Lending, Relationship Management, Sales Management, Wealth Management, Credit, Cash Management, Loans, Banking, Financial Services, Investments, Equities, Commercial Lending, Securities, Leadership, Finance, Strategy
Education
Fordham University
BS, Business
Stamford High School 1978 — 1982
High School Diploma, College Prep
Citi Private Bank July 2013 - Present
Morgan Stanley Private Bank June 2010 - January 2013
Morgan Stanley Smith Barney January 2009 - June 2010
Morgan Stanley August 2005 - January 2009
EverBank January 2005 - August 2005
Morgan Stanley January 1999 - January 2005
Merrill Lynch Credit Corporation July 1994 - December 1998
Merrill Lynch Credit Corporation November 1992 - July 1994
Merrill Lynch Credit Corporation December 1991 - November 1992
Merrill Lynch Credit Corporation November 1989 - December 1991
Skills
Private Banking, Business Development, Series 7, Mortgage Lending, Securities Lending, Relationship Management, Sales Management, Wealth Management, Credit, Cash Management, Loans, Banking, Financial Services, Investments, Equities, Commercial Lending, Securities, Leadership, Finance, Strategy
Education
Fordham University
BS, Business
Stamford High School 1978 — 1982
High School Diploma, College Prep
Karen Mercera's Morgan Stanley Smith Barney Experience November 2010 - March 2013
Job Vice President, Internal Audit
Industry Financial Services
Experience
Morgan Stanley March 2005 - Present
Barclays March 2013 - April 2014
Morgan Stanley Smith Barney November 2010 - March 2013
Morgan Stanley March 2005 - October 2010
National Futures Association June 2001 - March 2005
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Visio, Pentana Audit Workpaper..., Auditing, Fixed Income, Capital Markets, Data Analysis, Financial Risk, Equities, Finance, Securities, Alternative Investments, Trading, Hedge Funds, Banking, Financial Services, Risk Management, Operational Risk
Education
Fordham University 1997 — 2001
BS
Morgan Stanley March 2005 - Present
Barclays March 2013 - April 2014
Morgan Stanley Smith Barney November 2010 - March 2013
Morgan Stanley March 2005 - October 2010
National Futures Association June 2001 - March 2005
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Visio, Pentana Audit Workpaper..., Auditing, Fixed Income, Capital Markets, Data Analysis, Financial Risk, Equities, Finance, Securities, Alternative Investments, Trading, Hedge Funds, Banking, Financial Services, Risk Management, Operational Risk
Education
Fordham University 1997 — 2001
BS
Ronald Prezner, MST's Morgan Stanley Smith Barney Experience June 2004 - August 2004
Job Founder and Managing Partner Thane Advisors, LLC
Industry Accounting
Experience
Thane Advisors, LLC June 2012 - Present
Marks Paneth & Shron LLP December 2009 - June 2012
Deloitte & Touche September 2007 - June 2008
Morgan Stanley Smith Barney June 2004 - August 2004
Morgan Stanley Smith Barney June 2003 - August 2003
Skills
Income Tax, Financial Statement..., US GAAP, IFRS, Bookkeeping, Tax Accounting, Financial Accounting, Partnership Taxation, Partnership Accounting, Corporate Tax, Tax Preparation, Tax Returns, Tax, GAAP, Financial Reporting
Education
Fordham Gabelli School of Business 2008 — 2009
MS, Taxation
Fordham University 2003 — 2007
BS, Accounting
The Hackley School 1995 — 2003
Diploma
Thane Advisors, LLC June 2012 - Present
Marks Paneth & Shron LLP December 2009 - June 2012
Deloitte & Touche September 2007 - June 2008
Morgan Stanley Smith Barney June 2004 - August 2004
Morgan Stanley Smith Barney June 2003 - August 2003
Skills
Income Tax, Financial Statement..., US GAAP, IFRS, Bookkeeping, Tax Accounting, Financial Accounting, Partnership Taxation, Partnership Accounting, Corporate Tax, Tax Preparation, Tax Returns, Tax, GAAP, Financial Reporting
Education
Fordham Gabelli School of Business 2008 — 2009
MS, Taxation
Fordham University 2003 — 2007
BS, Accounting
The Hackley School 1995 — 2003
Diploma
Althea Brown, Esq.'s Morgan Stanley Smith Barney Experience 2006 - 2012
Job
Industry Information Technology and Services
Experience
Google December 2014 - Present
Google August 2012 - November 2014
Morgan Stanley Smith Barney 2006 - 2012
Dewey & LeBoeuf LLP 2005 - 2006
JP Morgan Asset Management 1995 - 2005
Education
Fordham University School of Law
Juris Doctor, Law
New York University
Bachelor of Arts, Economics & French
Google December 2014 - Present
Google August 2012 - November 2014
Morgan Stanley Smith Barney 2006 - 2012
Dewey & LeBoeuf LLP 2005 - 2006
JP Morgan Asset Management 1995 - 2005
Education
Fordham University School of Law
Juris Doctor, Law
New York University
Bachelor of Arts, Economics & French
Thomas E. Lewis's Morgan Stanley Smith Barney Experience March 2012 - Present
Job GWMG Capital Markets at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2012 - Present
Morgan Stanley January 2013 - January 2014
Bank of America Merrill Lynch January 2011 - June 2011
Merrill Lynch August 2010 - January 2011
Skills
Bloomberg, Financial Modeling, Equities, Portfolio Management, Valuation, Financial Analysis, Investments, Capital Markets, Investment Banking, Equity Research, Global Currencies, Risk Management, Risk Assessment, Global Currency, Electronic Payment..., Wealth Management, Economics, Options, Bloomberg Terminal, Fixed Income, Hedge Funds, Analysis, Project Management, Structured Investments, Statistics, Operational Risk..., Asset Management, Networking, Microeconomics, Corporate Finance, Financial Markets, Derivatives, Financial Risk, Mutual Funds
Education
Fordham University 2007 — 2011
BS, Finance, Economics
Fordham University 2007 — 2011
BS, Finance; Economics
East Chapel Hill High School 2004 — 2007
Nishimachi International School 1994 — 2004
Morgan Stanley Smith Barney March 2012 - Present
Morgan Stanley January 2013 - January 2014
Bank of America Merrill Lynch January 2011 - June 2011
Merrill Lynch August 2010 - January 2011
Skills
Bloomberg, Financial Modeling, Equities, Portfolio Management, Valuation, Financial Analysis, Investments, Capital Markets, Investment Banking, Equity Research, Global Currencies, Risk Management, Risk Assessment, Global Currency, Electronic Payment..., Wealth Management, Economics, Options, Bloomberg Terminal, Fixed Income, Hedge Funds, Analysis, Project Management, Structured Investments, Statistics, Operational Risk..., Asset Management, Networking, Microeconomics, Corporate Finance, Financial Markets, Derivatives, Financial Risk, Mutual Funds
Education
Fordham University 2007 — 2011
BS, Finance, Economics
Fordham University 2007 — 2011
BS, Finance; Economics
East Chapel Hill High School 2004 — 2007
Nishimachi International School 1994 — 2004
Jim Seerey's Morgan Stanley Smith Barney Experience March 1988 - June 1989
Job Owner, Osprey Sales
Industry Business Supplies and Equipment
Experience
Osprey Sales May 1989 - Present
Morgan Stanley Smith Barney March 1988 - June 1989
T. Rowe Price January 1986 - 1988
Skills
Negotiation, Customer Relations, Strategic Planning, Sales Management, Contract Negotiation, Marketing, Customer Service, Sales, B2B, Logistics, New Business Development, Advertising, Key Account Management, Marketing Strategy, Product Development, Sales Operations, Account Management, Selling, Pricing
Education
The Johns Hopkins University 1993 — 1995
M.S, Marketing
Frostburg State University 1982 — 1985
B.S, Business Admin
Osprey Sales May 1989 - Present
Morgan Stanley Smith Barney March 1988 - June 1989
T. Rowe Price January 1986 - 1988
Skills
Negotiation, Customer Relations, Strategic Planning, Sales Management, Contract Negotiation, Marketing, Customer Service, Sales, B2B, Logistics, New Business Development, Advertising, Key Account Management, Marketing Strategy, Product Development, Sales Operations, Account Management, Selling, Pricing
Education
The Johns Hopkins University 1993 — 1995
M.S, Marketing
Frostburg State University 1982 — 1985
B.S, Business Admin
Gene Foley, MBA, APMA's Morgan Stanley Smith Barney Experience October 2006 - April 2011
Job at Ameriprise Financial Services, Inc. Financial AdvisorVice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2011 - Present
Portland Youth Philharmonic 2010 - 2014
Morgan Stanley Smith Barney October 2006 - April 2011
A.G. Edwards & Sons, Inc. 1984 - 2006
Education
George Fox University 1995 — 1997
MBA
Ameriprise Financial Services, Inc. April 2011 - Present
Portland Youth Philharmonic 2010 - 2014
Morgan Stanley Smith Barney October 2006 - April 2011
A.G. Edwards & Sons, Inc. 1984 - 2006
Education
George Fox University 1995 — 1997
MBA
Stephen Nell's Morgan Stanley Smith Barney Experience 2001 - 2009
Job Investment Management Professional
Industry Investment Management
Experience
PenCal Administrators 2009 - Present
Morgan Stanley Smith Barney 2001 - 2009
Delaware Investments 1997 - 2001
Merrill Lynch 1986 - 1997
Education
Fordham Gabelli School of Business 1974 — 1976
MBA, Finance
Saint Bonaventure University 1968 — 1972
BS, Mathematics
PenCal Administrators 2009 - Present
Morgan Stanley Smith Barney 2001 - 2009
Delaware Investments 1997 - 2001
Merrill Lynch 1986 - 1997
Education
Fordham Gabelli School of Business 1974 — 1976
MBA, Finance
Saint Bonaventure University 1968 — 1972
BS, Mathematics
Marc Levee's Morgan Stanley Smith Barney Experience December 2006 - July 2009
Job Vice President at GlassRatner Advisory & Capital Group
Industry Management Consulting
Experience
GlassRatner Advisory & Capital Group May 2013 - Present
Executive Sounding Board Associates Inc August 2011 - May 2013
Bain Capital Ventures / EDGAR Online July 2010 - August 2010
Morgan Stanley Smith Barney December 2006 - July 2009
Skills
Consulting, Restructuring, Management Consulting, Business Strategy, Social Networking, Financial Modeling, Financial Advisory, Finance, MBA, CIRA, Pitch Books, Debtor/Creditor, Financial Statement..., Business Valuation, Due Diligence
Education
Fordham Gabelli School of Business 2009 — 2011
MBA, Finance
University of Arizona 2001 — 2005
BS, Regional Development
GlassRatner Advisory & Capital Group May 2013 - Present
Executive Sounding Board Associates Inc August 2011 - May 2013
Bain Capital Ventures / EDGAR Online July 2010 - August 2010
Morgan Stanley Smith Barney December 2006 - July 2009
Skills
Consulting, Restructuring, Management Consulting, Business Strategy, Social Networking, Financial Modeling, Financial Advisory, Finance, MBA, CIRA, Pitch Books, Debtor/Creditor, Financial Statement..., Business Valuation, Due Diligence
Education
Fordham Gabelli School of Business 2009 — 2011
MBA, Finance
University of Arizona 2001 — 2005
BS, Regional Development
Tom Stampfli's Morgan Stanley Smith Barney Experience March 2005 - March 2011
Job Senior Private Banker BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2015 - Present
Barclays Wealth and Investment Management July 2013 - January 2015
UBS March 2011 - January 2013
UBS Financial Services Inc. March 2011 - January 2013
Morgan Stanley Smith Barney March 2005 - March 2011
Skills
Banking, Series 7, Wealth Management, Fixed Income, Equities, Series 63, Securities, Portfolio Management, Alternative Investments, Mutual Funds, Capital Markets, Private Banking, Asset Managment, Uniform Combined State...
Education
Fordham University 1987 — 1990
Masters Business Administration, Finance
Miami University 1978 — 1980
Bachelor of Science, Finance
BNY Mellon February 2015 - Present
Barclays Wealth and Investment Management July 2013 - January 2015
UBS March 2011 - January 2013
UBS Financial Services Inc. March 2011 - January 2013
Morgan Stanley Smith Barney March 2005 - March 2011
Skills
Banking, Series 7, Wealth Management, Fixed Income, Equities, Series 63, Securities, Portfolio Management, Alternative Investments, Mutual Funds, Capital Markets, Private Banking, Asset Managment, Uniform Combined State...
Education
Fordham University 1987 — 1990
Masters Business Administration, Finance
Miami University 1978 — 1980
Bachelor of Science, Finance
Kevin Kiley's Morgan Stanley Smith Barney Experience June 2010 - January 2011
Job J.D. Candidate at Fordham University School of Law
Industry Law Practice
Experience
Haynes and Boone, LLP May 2014 - July 2014
New York State Supreme Court May 2013 - August 2013
Fragomen, Del Rey, Bernsen & Loewy January 2011 - July 2012
Morgan Stanley Smith Barney June 2010 - January 2011
Arnold Worldwide June 2009 - August 2009
Garden City Country Club May 2006 - August 2009
Skills
Legal Research, Civil Litigation, Litigation, Legal Writing, Courts
Education
Fordham University School of Law 2012 — 2015
Juris Doctor, Law
University of Pennsylvania 2006 — 2010
BA, Political Science, Philosophy, and Economics
Haynes and Boone, LLP May 2014 - July 2014
New York State Supreme Court May 2013 - August 2013
Fragomen, Del Rey, Bernsen & Loewy January 2011 - July 2012
Morgan Stanley Smith Barney June 2010 - January 2011
Arnold Worldwide June 2009 - August 2009
Garden City Country Club May 2006 - August 2009
Skills
Legal Research, Civil Litigation, Litigation, Legal Writing, Courts
Education
Fordham University School of Law 2012 — 2015
Juris Doctor, Law
University of Pennsylvania 2006 — 2010
BA, Political Science, Philosophy, and Economics
Matthew Coppola's Morgan Stanley Smith Barney Experience August 2001 - December 2001
Job Project Leader Corporate Data Management at A.M. Best Company
Industry Financial Services
Experience
A.M. Best Company March 2015 - Present
A.M. Best Company April 2014 - March 2015
A.M. Best Company July 2013 - April 2014
A.M. Best Company October 2011 - July 2013
Williams Capital Group December 2010 - October 2011
Atlantis Investment Company, Inc March 2002 - September 2009
Morgan Stanley Smith Barney August 2001 - December 2001
Skills
Data Management, Data Analysis, Analytics, Financial Modeling, Microsoft Excel, VBA, MS Excel Pivot Tables, Vlookup, Array Formulas, Formulas, Trend Forecasting, Financial Forecasting, Property & Casualty..., Insurance, Industry Research, Research, General Insurance, Equities, Equity Research Analysis, FINRA, Series 7, Series 86, Series 87, Series 66, HTML
Education
Frostburg State University 1997 — 2001
Bachelor of Science, Geography and Earth Science / Minor, Computer Science
A.M. Best Company March 2015 - Present
A.M. Best Company April 2014 - March 2015
A.M. Best Company July 2013 - April 2014
A.M. Best Company October 2011 - July 2013
Williams Capital Group December 2010 - October 2011
Atlantis Investment Company, Inc March 2002 - September 2009
Morgan Stanley Smith Barney August 2001 - December 2001
Skills
Data Management, Data Analysis, Analytics, Financial Modeling, Microsoft Excel, VBA, MS Excel Pivot Tables, Vlookup, Array Formulas, Formulas, Trend Forecasting, Financial Forecasting, Property & Casualty..., Insurance, Industry Research, Research, General Insurance, Equities, Equity Research Analysis, FINRA, Series 7, Series 86, Series 87, Series 66, HTML
Education
Frostburg State University 1997 — 2001
Bachelor of Science, Geography and Earth Science / Minor, Computer Science
Allison Goodgame's Morgan Stanley Smith Barney Experience June 2010 - February 2011
Job Manager, Car Supply Americas at Hotwire
Industry Leisure, Travel & Tourism
Experience
Hotwire September 2012 - April 2014
Expedia February 2011 - September 2012
Morgan Stanley Smith Barney June 2010 - February 2011
Hertz Rental Car October 2009 - May 2010
Hertz Rental Car January 2009 - October 2009
Hertz Rental Car June 2008 - January 2009
Skills
Sales Management, Recruiting, Leadership, Travel Management, Business Travel, Tourism, Account Management, E-commerce, Online Travel, Leisure Travel, New Business Development, B2B, Sales, Pricing, Customer Service, Marketing, Salesforce.com
Education
Fresno Pacific University 2003 — 2007
BA Degree, Liberal Studies; Liberal Arts
Hotwire September 2012 - April 2014
Expedia February 2011 - September 2012
Morgan Stanley Smith Barney June 2010 - February 2011
Hertz Rental Car October 2009 - May 2010
Hertz Rental Car January 2009 - October 2009
Hertz Rental Car June 2008 - January 2009
Skills
Sales Management, Recruiting, Leadership, Travel Management, Business Travel, Tourism, Account Management, E-commerce, Online Travel, Leisure Travel, New Business Development, B2B, Sales, Pricing, Customer Service, Marketing, Salesforce.com
Education
Fresno Pacific University 2003 — 2007
BA Degree, Liberal Studies; Liberal Arts
Joann Guo's Morgan Stanley Smith Barney Experience 2010 - 2010
Job Enabling B2B marketers to build relationships with the world's professionals at LinkedIn
Industry Internet
Experience
LinkedIn December 2014 - Present
LinkedIn December 2013 - November 2014
iPass June 2013 - December 2013
iPass September 2011 - May 2013
Lowe and Partners Worldwide 2011 - 2011
Morgan Stanley Smith Barney 2010 - 2010
Skills
Competitive Analysis, Market Research, Data Analysis, Market Analysis, Social Media Marketing, PowerPoint, Salesforce.com, Go-to-market Strategy, Photoshop, SharePoint, Customer Service, Business Development, Mobile Devices, Data Mining, Survey Design, Marketing Automation, Landing Pages Building, Eloqua, Product Management, Product Marketing, Social Networking, HTML 5
Education
University of California, Davis
Bachelor of Science (B.S.)
Fudan University
LinkedIn December 2014 - Present
LinkedIn December 2013 - November 2014
iPass June 2013 - December 2013
iPass September 2011 - May 2013
Lowe and Partners Worldwide 2011 - 2011
Morgan Stanley Smith Barney 2010 - 2010
Skills
Competitive Analysis, Market Research, Data Analysis, Market Analysis, Social Media Marketing, PowerPoint, Salesforce.com, Go-to-market Strategy, Photoshop, SharePoint, Customer Service, Business Development, Mobile Devices, Data Mining, Survey Design, Marketing Automation, Landing Pages Building, Eloqua, Product Management, Product Marketing, Social Networking, HTML 5
Education
University of California, Davis
Bachelor of Science (B.S.)
Fudan University
Dimitar Minchev's Morgan Stanley Smith Barney Experience April 2005 - August 2005
Job IM/EX Specialist, Transportation & Logistics Lead at KaVo Kerr Group
Industry International Trade and Development
Experience
KaVo Kerr Group 2014 - Present
Livingston International October 2010 - June 2013
MELIOR CONSULTING October 2005 - January 2010
Morgan Stanley Smith Barney April 2005 - August 2005
Skills
Customs Compliance, NAFTA, Value Resonciliation, Special Trade Programs, International Trade, International Business, Strategy, Customs Regulations, Cross-functional Team..., Supply Chain, Analysis, Market Research, Management, Risk Management, Data Analysis, Training
Education
George Mason University 2007 — 2010
Master of Arts, International Commerce and Policy
WALSH COLLEGE 2003 — 2005
Bachelor; Bachelor of Business Administration, Business Administration 2005; Business Information Technology
KaVo Kerr Group 2014 - Present
Livingston International October 2010 - June 2013
MELIOR CONSULTING October 2005 - January 2010
Morgan Stanley Smith Barney April 2005 - August 2005
Skills
Customs Compliance, NAFTA, Value Resonciliation, Special Trade Programs, International Trade, International Business, Strategy, Customs Regulations, Cross-functional Team..., Supply Chain, Analysis, Market Research, Management, Risk Management, Data Analysis, Training
Education
George Mason University 2007 — 2010
Master of Arts, International Commerce and Policy
WALSH COLLEGE 2003 — 2005
Bachelor; Bachelor of Business Administration, Business Administration 2005; Business Information Technology
Morgan Purvis's Morgan Stanley Smith Barney Experience October 2008 - March 2012
Job Internal Sales Consultant at Equity Investment Corporation
Industry Financial Services
Experience
Equity Investment Corporation February 2015 - Present
Janney Montgomery Scott LLC March 2012 - February 2015
Morgan Stanley Smith Barney October 2008 - March 2012
Education
Furman University 2002 — 2006
BA, Economics
Equity Investment Corporation February 2015 - Present
Janney Montgomery Scott LLC March 2012 - February 2015
Morgan Stanley Smith Barney October 2008 - March 2012
Education
Furman University 2002 — 2006
BA, Economics
John Amorosa's Morgan Stanley Smith Barney Experience December 2008 - Present
Job Vice President Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2008 - Present
Merrill Lynch March 2004 - December 2008
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA)
University of Massachusetts, Amherst 1997 — 2002
Morgan Stanley Smith Barney December 2008 - Present
Merrill Lynch March 2004 - December 2008
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
Master of Business Administration (MBA)
University of Massachusetts, Amherst 1997 — 2002
Patrick Layton's Morgan Stanley Smith Barney Experience January 2009 - October 2009
Job Associate Credit Risk Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2010 - Present
UBS Global Asset Management October 2009 - May 2010
Morgan Stanley Smith Barney January 2009 - October 2009
Sail Caribbean May 2008 - August 2009
Skills
Investments, Credit Risk
Education
Fordham University 2006 — 2010
Bachelor of Science, Finance
Morgan Stanley June 2010 - Present
UBS Global Asset Management October 2009 - May 2010
Morgan Stanley Smith Barney January 2009 - October 2009
Sail Caribbean May 2008 - August 2009
Skills
Investments, Credit Risk
Education
Fordham University 2006 — 2010
Bachelor of Science, Finance
William McDermott's Morgan Stanley Smith Barney Experience June 2002 - June 2010
Job VP FUND OF HEDGE FUND OPERATIONS & CLIENT REPORTING
Industry Financial Services
Experience
Prudential Financial June 2011 - August 2011
Morgan Stanley Smith Barney June 2002 - June 2010
J & W Seligman, Inc. 1998 - 2001
J&W Seligman May 1998 - January 2000
Skills
Alternative Investments, Equities, Finance, Financial Services, Fixed Income, Hedge Funds, Investments, Mutual Funds, Project Management, Series 7, Financial Advisory, Portfolio Management, Management, Risk Management, Securities, Asset Management
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance, Accounting
Washington College 1988 — 1990
BA, Business Management
Prudential Financial June 2011 - August 2011
Morgan Stanley Smith Barney June 2002 - June 2010
J & W Seligman, Inc. 1998 - 2001
J&W Seligman May 1998 - January 2000
Skills
Alternative Investments, Equities, Finance, Financial Services, Fixed Income, Hedge Funds, Investments, Mutual Funds, Project Management, Series 7, Financial Advisory, Portfolio Management, Management, Risk Management, Securities, Asset Management
Education
Fordham Gabelli School of Business 2004 — 2008
MBA, Finance, Accounting
Washington College 1988 — 1990
BA, Business Management
Paul Greenan's Morgan Stanley Smith Barney Experience 2002 - 2010
Job The Greenan Law Firm LLC
Industry Law Practice
Experience
Greenan Capital Management LLC August 2010 - Present
The Greenan Law Firm LLC 2010 - Present
Morgan Stanley Smith Barney 2002 - 2010
The J.P. Morgan Private Bank 2000 - 2002
Skadden Arps 1993 - 2000
Skills
Trusts, Estate Planning, Courts
Education
Fordham University School of Law 1988 — 1991
J.D., Law
New York University 1985 — 1986
M.B.A., Finance
New York University 1982 — 1985
B.S., Accounting
Greenan Capital Management LLC August 2010 - Present
The Greenan Law Firm LLC 2010 - Present
Morgan Stanley Smith Barney 2002 - 2010
The J.P. Morgan Private Bank 2000 - 2002
Skadden Arps 1993 - 2000
Skills
Trusts, Estate Planning, Courts
Education
Fordham University School of Law 1988 — 1991
J.D., Law
New York University 1985 — 1986
M.B.A., Finance
New York University 1982 — 1985
B.S., Accounting
Terri Ferri's Morgan Stanley Smith Barney Experience 2004 - 2009
Job Branch Manager Senior Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Citi Personal Wealth Management May 2013 - Present
Citigold Wealth Management/Citibank January 2010 - August 2013
Citi Personal Wealth Management 2009 - 2011
Smith Barney, BBA 2008 - 2010
Morgan Stanley Smith Barney 2004 - 2009
Morgan Stanley Smith Barney 2007 - 2008
Morgan Stanley Smith Barney 2004 - 2007
Skills
Investments, Series 63, Wealth Management, Mutual Funds, Asset Allocation, Strategy, Series 7, Banking, Marketing Strategy, CRM, Strategic Financial..., Portfolio Management, Retirement Planning, Leadership, Equities, Investment Advisory, Securities, Financial Services, FINRA, Asset Management, Alternative Investments, Financial Advisory
Education
Fordham University 1984 — 1988
BS, Managment
Morgan Stanley November 2013 - Present
Citi Personal Wealth Management May 2013 - Present
Citigold Wealth Management/Citibank January 2010 - August 2013
Citi Personal Wealth Management 2009 - 2011
Smith Barney, BBA 2008 - 2010
Morgan Stanley Smith Barney 2004 - 2009
Morgan Stanley Smith Barney 2007 - 2008
Morgan Stanley Smith Barney 2004 - 2007
Skills
Investments, Series 63, Wealth Management, Mutual Funds, Asset Allocation, Strategy, Series 7, Banking, Marketing Strategy, CRM, Strategic Financial..., Portfolio Management, Retirement Planning, Leadership, Equities, Investment Advisory, Securities, Financial Services, FINRA, Asset Management, Alternative Investments, Financial Advisory
Education
Fordham University 1984 — 1988
BS, Managment
Travis J. Brown's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Principal at Sabal Trust Company
Industry Investment Management
Experience
Sabal Trust Company 2011 - Present
Morgan Stanley Smith Barney 2010 - 2011
Skills
Bloomberg, Factset, Financial Analysis, Investments, Asset Allocation, Microsoft Excel, Portfolio Management, Customer Service, Asset Management
Education
University of Tampa - John H. Sykes College of Business 2009 — 2010
Master of Science in Finance
Florida State University - College of Business 2003 — 2007
Bachelor of Science, Finance and Real Estate
Sabal Trust Company 2011 - Present
Morgan Stanley Smith Barney 2010 - 2011
Skills
Bloomberg, Factset, Financial Analysis, Investments, Asset Allocation, Microsoft Excel, Portfolio Management, Customer Service, Asset Management
Education
University of Tampa - John H. Sykes College of Business 2009 — 2010
Master of Science in Finance
Florida State University - College of Business 2003 — 2007
Bachelor of Science, Finance and Real Estate
Cristina DeBrito's Morgan Stanley Smith Barney Experience June 2005 - November 2008
Job Investment Professional at J.P. Morgan Private Bank
Industry Banking
Experience
J.P. Morgan April 2012 - Present
JPMorgan Chase November 2008 - April 2012
Morgan Stanley Smith Barney June 2005 - November 2008
Skills
Private Banking, Investment Management, Securities, Fixed Income, Equities, Trading, Options, Emerging Markets
Education
Fordham University 2001 — 2005
B.A, International Political Economy
J.P. Morgan April 2012 - Present
JPMorgan Chase November 2008 - April 2012
Morgan Stanley Smith Barney June 2005 - November 2008
Skills
Private Banking, Investment Management, Securities, Fixed Income, Equities, Trading, Options, Emerging Markets
Education
Fordham University 2001 — 2005
B.A, International Political Economy
Andrea Johnson's Morgan Stanley Smith Barney Experience April 2006 - April 2010
Job Managing Director
Industry Financial Services
Experience
Capital Guardian LLC April 2010 - November 2014
Morgan Stanley Smith Barney April 2006 - April 2010
Smith Barney February 2006 - August 2007
Skills
Portfolio Management, Financial Services, Finance, Series 7, Wealth Management, Equities, Mutual Funds, Asset Management, Management, Retirement Planning, Corporate Finance, Investment Advisory, Fixed Income, Investment Banking, Investments, Series 66
Education
Gardner-Webb University
Bachelor of Business Administration (B.B.A.)/ Finance, Quantitative Analysis
Capital Guardian LLC April 2010 - November 2014
Morgan Stanley Smith Barney April 2006 - April 2010
Smith Barney February 2006 - August 2007
Skills
Portfolio Management, Financial Services, Finance, Series 7, Wealth Management, Equities, Mutual Funds, Asset Management, Management, Retirement Planning, Corporate Finance, Investment Advisory, Fixed Income, Investment Banking, Investments, Series 66
Education
Gardner-Webb University
Bachelor of Business Administration (B.B.A.)/ Finance, Quantitative Analysis
Ken Storey's Morgan Stanley Smith Barney Experience September 1979 - January 2012
Job Sr. Registered Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 1979 - January 2012
Education
University of California, Santa Barbara 1972 — 1974
Master of Arts (M.A.), Philosophy and Religious Studies
Fordham University 1968 — 1972
Bachelor of Arts (B.A.), Theology/Theological Studies
Morgan Stanley Smith Barney September 1979 - January 2012
Education
University of California, Santa Barbara 1972 — 1974
Master of Arts (M.A.), Philosophy and Religious Studies
Fordham University 1968 — 1972
Bachelor of Arts (B.A.), Theology/Theological Studies
Ravir DeLeon's Morgan Stanley Smith Barney Experience June 2006 - August 2006
Job Senior Associate Developer at New York Life Insurance Company
Industry Information Technology and Services
Experience
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company July 2011 - March 2015
New York Life Insurance Company November 2010 - August 2011
Fordham University January 2008 - May 2011
Morgan Stanley Smith Barney June 2006 - August 2006
Skills
Microsoft Office, COBOL, VSAM, SQL, Troubleshooting, Lotus Notes, JCL, PHP, Business Analysis, Management, Windows, HTML, Databases, Access, Operating Systems
Education
Fordham University 2007 — 2011
Bachelor of Science, Management of Information and Communications Systems
Grace H. Dodge Vocational High School 2003 — 2007
New York Life Insurance Company March 2015 - Present
New York Life Insurance Company July 2011 - March 2015
New York Life Insurance Company November 2010 - August 2011
Fordham University January 2008 - May 2011
Morgan Stanley Smith Barney June 2006 - August 2006
Skills
Microsoft Office, COBOL, VSAM, SQL, Troubleshooting, Lotus Notes, JCL, PHP, Business Analysis, Management, Windows, HTML, Databases, Access, Operating Systems
Education
Fordham University 2007 — 2011
Bachelor of Science, Management of Information and Communications Systems
Grace H. Dodge Vocational High School 2003 — 2007
Timothy J. McAloon's Morgan Stanley Smith Barney Experience February 2009 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2009 - Present
Merrill Lynch 2002 - 2009
Education
Fordham University 1987 — 1991
BA, Economics
Morgan Stanley Smith Barney February 2009 - Present
Merrill Lynch 2002 - 2009
Education
Fordham University 1987 — 1991
BA, Economics
Jeffrey Broad's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Account Executive at Intralinks
Industry Information Technology and Services
Experience
Preferred Insurance Services, Inc. June 2012 - January 2014
Morgan Stanley Smith Barney May 2011 - August 2011
Watermark Advisors January 2011 - May 2011
Rush Wilson Limited September 2009 - December 2009
Packaging Specialists LLC May 2009 - July 2009
Education
Furman University 2008 — 2012
Bachelor of Arts (B.A.)
Shady Side Academy 2004 — 2008
London School of Economics and Political Science
Preferred Insurance Services, Inc. June 2012 - January 2014
Morgan Stanley Smith Barney May 2011 - August 2011
Watermark Advisors January 2011 - May 2011
Rush Wilson Limited September 2009 - December 2009
Packaging Specialists LLC May 2009 - July 2009
Education
Furman University 2008 — 2012
Bachelor of Arts (B.A.)
Shady Side Academy 2004 — 2008
London School of Economics and Political Science
Sarah Whittington-Mason's Morgan Stanley Smith Barney Experience 1996 - 1999
Job Account Manager at Janus Capital Group
Industry Investment Management
Experience
Janus Capital Group May 1999 - Present
Janus Capital Group 1999 - 2008
Morgan Stanley Smith Barney 1996 - 1999
Kirkpatrick Pettis 1993 - 1996
Education
Fort Hays State University
Janus Capital Group May 1999 - Present
Janus Capital Group 1999 - 2008
Morgan Stanley Smith Barney 1996 - 1999
Kirkpatrick Pettis 1993 - 1996
Education
Fort Hays State University
Jerry Gatto's Morgan Stanley Smith Barney Experience March 2011 - March 2012
Job Private Client Advisor Vice President at J.P.Morgan Chase Bank NA
Industry Financial Services
Experience
J.P.Morgan Chase May 2012 - Present
Morgan Stanley Smith Barney March 2011 - March 2012
New York Stock Exchange July 2000 - March 2011
Atlas Fuel Oil Corporation September 1988 - July 2000
Education
Fordham University 1984 — 1988
BS, Marketing & Finance
New Rochelle High Scool 1980 — 1984
J.P.Morgan Chase May 2012 - Present
Morgan Stanley Smith Barney March 2011 - March 2012
New York Stock Exchange July 2000 - March 2011
Atlas Fuel Oil Corporation September 1988 - July 2000
Education
Fordham University 1984 — 1988
BS, Marketing & Finance
New Rochelle High Scool 1980 — 1984
Saifeng Ji's Morgan Stanley Smith Barney Experience July 2006 - March 2012
Job AVP at J.P. Morgan
Industry Information Technology and Services
Experience
J.P. Morgan March 2012 - Present
Morgan Stanley, Smith Barney July 2006 - March 2012
Skills
Core Java, J2EE, Flex, C#, JavaScript, Java Enterprise Edition, Spring, DB2, Hibernate, XML, Web Services, UML, SOAP, Java, JSP, Microsoft SQL Server, Oracle, Maven, Eclipse
Education
Fudan University 2002 — 2006
Bachelor of Science, Software Engineering
J.P. Morgan March 2012 - Present
Morgan Stanley, Smith Barney July 2006 - March 2012
Skills
Core Java, J2EE, Flex, C#, JavaScript, Java Enterprise Edition, Spring, DB2, Hibernate, XML, Web Services, UML, SOAP, Java, JSP, Microsoft SQL Server, Oracle, Maven, Eclipse
Education
Fudan University 2002 — 2006
Bachelor of Science, Software Engineering
Grant Herman's Morgan Stanley Smith Barney Experience May 2011 - July 2011
Job visionary
Industry Financial Services
Experience
Vittoria Giochi November 1997 - Present
Eurasia Group October 2012 - December 2012
Booz Allen Hamilton June 2012 - August 2012
AXA Advisors October 2011 - December 2011
Morgan Stanley Smith Barney May 2011 - July 2011
Doctor Melinda Wolf's Office August 2010 - August 2010
Bob Long/Community Pools June 2010 - August 2010
Young Chefs Academy October 2008 - January 2009
Skills
•Understanding of...
Education
Fordham University 2009 — 2013
BA, Major: Political Science
Vittoria Giochi November 1997 - Present
Eurasia Group October 2012 - December 2012
Booz Allen Hamilton June 2012 - August 2012
AXA Advisors October 2011 - December 2011
Morgan Stanley Smith Barney May 2011 - July 2011
Doctor Melinda Wolf's Office August 2010 - August 2010
Bob Long/Community Pools June 2010 - August 2010
Young Chefs Academy October 2008 - January 2009
Skills
•Understanding of...
Education
Fordham University 2009 — 2013
BA, Major: Political Science
Christopher Hendrix's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Associate Chase Capital at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2014 - Present
JPMorgan Chase June 2012 - December 2013
Lloyds TSB September 2011 - December 2011
Sumitomo Mitsui Banking Corporation June 2011 - August 2011
Lloyds TSB January 2011 - April 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Credit Analysis, Investments, Private Equity, Corporate Finance, Project Finance, Credit, Finance
Education
Fordham University 2008 — 2012
Syracuse University - Strasbourg France 2010 — 2010
French, Economics of the EU, Russia & Eastern European Studies
JPMorgan Chase January 2014 - Present
JPMorgan Chase June 2012 - December 2013
Lloyds TSB September 2011 - December 2011
Sumitomo Mitsui Banking Corporation June 2011 - August 2011
Lloyds TSB January 2011 - April 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Credit Analysis, Investments, Private Equity, Corporate Finance, Project Finance, Credit, Finance
Education
Fordham University 2008 — 2012
Syracuse University - Strasbourg France 2010 — 2010
French, Economics of the EU, Russia & Eastern European Studies
Sarah Garner's Morgan Stanley Smith Barney Experience June 2003 - September 2003
Job Recruiting Coordinator at Kaiser Permanente
Industry Staffing and Recruiting
Experience
Kaiser Permanente December 2013 - Present
Just In Time Staffing July 2008 - December 2013
Just In Time Staffing June 2004 - December 2013
Just In Time Staffing September 2003 - June 2004
Morgan Stanley Smith Barney June 2003 - September 2003
Skills
Customer Service, Microsoft Office, Staffing Services, Employee Relations, Human Resources, Marketing, Recruiting, Onboarding, Temporary Staffing, Taleo, Applicant Tracking..., Screening Resumes, Schedules, Talent Management, Sourcing, Research, Temporary Placement, Cold Calling, Microsoft Excel, Compliance, Healthcare, Software Documentation, Training, Union Agreements, Talent Acquisition, Hiring
Education
Fort Lewis College
Kaiser Permanente December 2013 - Present
Just In Time Staffing July 2008 - December 2013
Just In Time Staffing June 2004 - December 2013
Just In Time Staffing September 2003 - June 2004
Morgan Stanley Smith Barney June 2003 - September 2003
Skills
Customer Service, Microsoft Office, Staffing Services, Employee Relations, Human Resources, Marketing, Recruiting, Onboarding, Temporary Staffing, Taleo, Applicant Tracking..., Screening Resumes, Schedules, Talent Management, Sourcing, Research, Temporary Placement, Cold Calling, Microsoft Excel, Compliance, Healthcare, Software Documentation, Training, Union Agreements, Talent Acquisition, Hiring
Education
Fort Lewis College
Greg Reidy's Morgan Stanley Smith Barney Experience April 1995 - July 2012
Job Managing Director at Fieldpoint Private Bank
Industry Financial Services
Experience
Fieldpoint Private Bank March 2012 - Present
Morgan Stanley Smith Barney April 1995 - July 2012
Education
NYU 1994 — 1994
Certified Financial Planning
Fordham University 1989 — 1993
Bachelor of Arts, Philosophy
Fieldpoint Private Bank March 2012 - Present
Morgan Stanley Smith Barney April 1995 - July 2012
Education
NYU 1994 — 1994
Certified Financial Planning
Fordham University 1989 — 1993
Bachelor of Arts, Philosophy
David Guess's Morgan Stanley Smith Barney Experience January 2005 - Present
Job Service Review Unit Associate
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2005 - Present
Discover Financial Services August 2003 - December 2005
Education
Franklin University 2015 — 2018
Bachelor of Science (B.S.), Computer Science
Morgan Stanley Smith Barney January 2005 - Present
Discover Financial Services August 2003 - December 2005
Education
Franklin University 2015 — 2018
Bachelor of Science (B.S.), Computer Science
Johnathan Bracken's Morgan Stanley Smith Barney Experience July 2009 - Present
Job Project Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2009 - Present
Morgan Stanley July 2009 - Present
XLS February 2007 - June 2009
JCDecaux North America November 2006 - January 2007
The Segal Company June 2005 - September 2006
French Ministry of National Education, Academy of Versailles September 2004 - December 2004
Sullivan & Cromwell; Weitz & Luxenberg March 2004 - September 2004
The Gilder Lehrman Collection April 2002 - September 2003
Education
Fordham University 1998 — 2002
Bachelor of Arts, History
Morgan Stanley Smith Barney July 2009 - Present
Morgan Stanley July 2009 - Present
XLS February 2007 - June 2009
JCDecaux North America November 2006 - January 2007
The Segal Company June 2005 - September 2006
French Ministry of National Education, Academy of Versailles September 2004 - December 2004
Sullivan & Cromwell; Weitz & Luxenberg March 2004 - September 2004
The Gilder Lehrman Collection April 2002 - September 2003
Education
Fordham University 1998 — 2002
Bachelor of Arts, History
Hanson Chan's Morgan Stanley Smith Barney Experience April 2012 - June 2012
Job Financial Analyst at Walmart eCommerce
Industry Retail
Experience
Walmart eCommerce July 2014 - Present
Walmart eCommerce July 2013 - July 2014
Walmart Global eCommerce February 2013 - May 2013
NTI Auto Express Care OG Professional Cleaning Services June 2012 - September 2012
Morgan Stanley Smith Barney April 2012 - June 2012
RE/Max Gold Real Estate April 2012 - June 2012
OG Co. Ltd/ EM Stone Co. Ltd July 2010 - September 2010
HK Concrete Laboratory July 2009 - September 2009
Hong Kong Leisure and Cultural Service Department - Public Library June 2008 - August 2008
Skills
SAP, Essbase, Accounting, Financial Reporting, Analysis, Microsoft Office, Microsoft Excel, Financial Statements, Hyperion Planning, Microsoft Word, Shazam Econometrics, Visual Basic, Outlook, R, General Ledger, Photoshop, Finance, SAP R/3, Audit Command Language, Accounts Payable, Accounts Receivable, Auditing, Peachtree, SAS, PhotoImpact, Flash, Dreamweaver, Econometrics, Python
Education
University of California, Davis - Graduate School of Management 2012 — 2013
Master of Professional Accountancy (MPAc)
University of California, Davis 2010 — 2012
Bachelor of Science (B.Sc.), Managerial Economics/ Statistics Minor
Foothill College 2008 — 2010
Associate of Arts (A.A.), General Studies of Social Science
La Salle College 2003 — 2008
Science/ Economics
Walmart eCommerce July 2014 - Present
Walmart eCommerce July 2013 - July 2014
Walmart Global eCommerce February 2013 - May 2013
NTI Auto Express Care OG Professional Cleaning Services June 2012 - September 2012
Morgan Stanley Smith Barney April 2012 - June 2012
RE/Max Gold Real Estate April 2012 - June 2012
OG Co. Ltd/ EM Stone Co. Ltd July 2010 - September 2010
HK Concrete Laboratory July 2009 - September 2009
Hong Kong Leisure and Cultural Service Department - Public Library June 2008 - August 2008
Skills
SAP, Essbase, Accounting, Financial Reporting, Analysis, Microsoft Office, Microsoft Excel, Financial Statements, Hyperion Planning, Microsoft Word, Shazam Econometrics, Visual Basic, Outlook, R, General Ledger, Photoshop, Finance, SAP R/3, Audit Command Language, Accounts Payable, Accounts Receivable, Auditing, Peachtree, SAS, PhotoImpact, Flash, Dreamweaver, Econometrics, Python
Education
University of California, Davis - Graduate School of Management 2012 — 2013
Master of Professional Accountancy (MPAc)
University of California, Davis 2010 — 2012
Bachelor of Science (B.Sc.), Managerial Economics/ Statistics Minor
Foothill College 2008 — 2010
Associate of Arts (A.A.), General Studies of Social Science
La Salle College 2003 — 2008
Science/ Economics
Gina Sirna's Morgan Stanley Smith Barney Experience June 2007 - August 2007
Job Associate, Altfest Personal Wealth Management
Industry Financial Services
Experience
Altfest Personal Wealth Management May 2015 - Present
JPMorgan Chase July 2013 - May 2015
JPMorgan Chase February 2013 - July 2013
JP Morgan Chase July 2009 - January 2013
JP Morgan Chase June 2008 - August 2008
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Time Management, Highly detail oriented, Analytical Skills, Organized Multi-tasker, Customer Oriented, Finance, Microsoft Excel, PowerPoint, Microsoft Office
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master of Business Administration (MBA), Management & Marketing, 3.93
Fordham University 2005 — 2009
Bachelor of Science (B.S.), Finance, 3.84
Altfest Personal Wealth Management May 2015 - Present
JPMorgan Chase July 2013 - May 2015
JPMorgan Chase February 2013 - July 2013
JP Morgan Chase July 2009 - January 2013
JP Morgan Chase June 2008 - August 2008
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Time Management, Highly detail oriented, Analytical Skills, Organized Multi-tasker, Customer Oriented, Finance, Microsoft Excel, PowerPoint, Microsoft Office
Education
Fordham University - Graduate School of Business Administration 2011 — 2012
Master of Business Administration (MBA), Management & Marketing, 3.93
Fordham University 2005 — 2009
Bachelor of Science (B.S.), Finance, 3.84
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.