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
Darren W. Willard Darren W. Willard's Morgan Stanley Smith Barney Experience July 2004 - July 2009
Job Managing Partner at TahoeSphere, LLC
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney July 2004 - July 2009
PSS Systems July 2002 - July 2004
Openwave Systems February 1999 - July 2002
Business Wisdom February 1996 - February 2000
Skills
Professional Services, Cloud Computing, SaaS, Start-ups, Wealth Management, Software Development, Product Management, Consulting, Retirement, New Business Development, Pre-sales, Strategic Partnerships, Insurance, Business Development, Enterprise Software, Mobile Devices
Education
Rockhurst University 1991 — 1993
Master of Business Administration (MBA), Finance
Park University 1987 — 1988
Master of Arts (M.A.), Theology
Graceland University 1979 — 1983
Bachelor of Science (B.S.), Computer Science
Graceland University 1979 — 1983
Bachelor of Arts (B.A.), Business Administration
Oxford High School 1978 — 1979
High School Diploma
Morgan Stanley Smith Barney July 2004 - July 2009
PSS Systems July 2002 - July 2004
Openwave Systems February 1999 - July 2002
Business Wisdom February 1996 - February 2000
Skills
Professional Services, Cloud Computing, SaaS, Start-ups, Wealth Management, Software Development, Product Management, Consulting, Retirement, New Business Development, Pre-sales, Strategic Partnerships, Insurance, Business Development, Enterprise Software, Mobile Devices
Education
Rockhurst University 1991 — 1993
Master of Business Administration (MBA), Finance
Park University 1987 — 1988
Master of Arts (M.A.), Theology
Graceland University 1979 — 1983
Bachelor of Science (B.S.), Computer Science
Graceland University 1979 — 1983
Bachelor of Arts (B.A.), Business Administration
Oxford High School 1978 — 1979
High School Diploma
Cody Ling Cody Ling's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Vice President at Citi
Industry Financial Services
Experience
Citi January 2014 - Present
Citi January 2013 - January 2014
Citi July 2011 - December 2012
FBR Capital Markets September 2010 - December 2010
FBR Capital Markets June 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - August 2009
The Cooperative Bank of Cape Cod May 2008 - August 2008
Signature Real Estate May 2007 - August 2007
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science, Business Administration; Graduated Cum Laude, Finance & Management, Leadership, and Innovation. Focus: Strategy & Entrepreneurship
Escola Superior de Comerç Internacional, Universitat Pompeu Fabra 2009 — 2009
Study Abroad, International Business
Phillips Exeter Academy 2003 — 2007
Classics Diploma, Graduated with High Honors
Citi January 2014 - Present
Citi January 2013 - January 2014
Citi July 2011 - December 2012
FBR Capital Markets September 2010 - December 2010
FBR Capital Markets June 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - August 2009
The Cooperative Bank of Cape Cod May 2008 - August 2008
Signature Real Estate May 2007 - August 2007
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science, Business Administration; Graduated Cum Laude, Finance & Management, Leadership, and Innovation. Focus: Strategy & Entrepreneurship
Escola Superior de Comerç Internacional, Universitat Pompeu Fabra 2009 — 2009
Study Abroad, International Business
Phillips Exeter Academy 2003 — 2007
Classics Diploma, Graduated with High Honors
Alper Tovi Alper Tovi's Morgan Stanley Smith Barney Experience June 2006 - September 2006
Job Sr Software Engineer Salesforce at AppNexus
Industry Information Technology and Services
Experience
AppNexus July 2015 - Present
Accenture - Client: Leading Learning Company in New York City December 2014 - June 2015
Accenture - Client: A Home Security and Automation Firm in Provo, UT December 2013 - November 2014
Accenture - Client: A Social Media Company based in Menlo Park, CA June 2013 - December 2013
Now It Matters February 2013 - May 2013
Destination Partners Inc December 2012 - January 2013
Maxonic June 2012 - November 2012
Maxonic June 2011 - June 2012
Maxonic January 2007 - June 2011
Morgan Stanley Smith Barney June 2006 - September 2006
Skills
Customer Relations, Building Customer..., team building, Mentoring, Coaching, Team Management, Negotiation, Problem Solving, New Business Development, Social Networking, Account Management, Process Improvement, Team Leadership, Hiring, Salesforce.com, Volunteering, Non-profits, Salesforce.com..., Salesforce.com..., Customer Success, Twitter, Social Media, Business Engineering, CRM, Recruiting, Communication, Marketing Research, Quantitative, Customer Service, Sales Operations, Team Building, Sales, Sales Management, Entrepreneurship, Enterprise Software, Leadership, Business Development, Program Management, Management, Analytics, Strategic Partnerships, Strategy, SaaS, Cloud Computing, Training, Consulting, Email Marketing, Business Process, Integration, Salesforce.com...
Education
Golden Gate University 2005 — 2006
MBA, Concentration in Finance
Istanbul Technical University 1997 — 2001
BS, Management Engineering
AppNexus July 2015 - Present
Accenture - Client: Leading Learning Company in New York City December 2014 - June 2015
Accenture - Client: A Home Security and Automation Firm in Provo, UT December 2013 - November 2014
Accenture - Client: A Social Media Company based in Menlo Park, CA June 2013 - December 2013
Now It Matters February 2013 - May 2013
Destination Partners Inc December 2012 - January 2013
Maxonic June 2012 - November 2012
Maxonic June 2011 - June 2012
Maxonic January 2007 - June 2011
Morgan Stanley Smith Barney June 2006 - September 2006
Skills
Customer Relations, Building Customer..., team building, Mentoring, Coaching, Team Management, Negotiation, Problem Solving, New Business Development, Social Networking, Account Management, Process Improvement, Team Leadership, Hiring, Salesforce.com, Volunteering, Non-profits, Salesforce.com..., Salesforce.com..., Customer Success, Twitter, Social Media, Business Engineering, CRM, Recruiting, Communication, Marketing Research, Quantitative, Customer Service, Sales Operations, Team Building, Sales, Sales Management, Entrepreneurship, Enterprise Software, Leadership, Business Development, Program Management, Management, Analytics, Strategic Partnerships, Strategy, SaaS, Cloud Computing, Training, Consulting, Email Marketing, Business Process, Integration, Salesforce.com...
Education
Golden Gate University 2005 — 2006
MBA, Concentration in Finance
Istanbul Technical University 1997 — 2001
BS, Management Engineering
Richard Grochmal Richard Grochmal's Morgan Stanley Smith Barney Experience September 2005 - September 2006
Job Senior Executive Big Data, Financial Services, & Higher Education
Industry Financial Services
Experience
Continuum Analytics September 2015 - Present
Vedere Capital Management March 2013 - Present
RapidMiner June 2014 - September 2015
DataRPM December 2013 - June 2014
Goal Structured Solutions (GS2) February 2012 - March 2013
Gatestone & Co. January 2011 - February 2012
Sallie Mae May 2005 - December 2010
Morgan Stanley Smith Barney September 2005 - September 2006
Skills
Strategic Planning, Credit, Negotiation, Loans, Financial Services, Financial Analysis, Risk Management, Relationship Management, Business Development, Call Center, Credit Cards, Market Research, Executive Management, Strategy, Management, Marketing Strategy, CRM, Sales, Portfolio Management, Banking, Call Centers, Product Development, Sales & Marketing..., Strategic Partnerships, Leadership, Finance, Financial Modeling, Market Analysis, Mergers & Acquisitions, Process Improvement, Sales Presentations, SPIN Selling, Direct Sales, Big Data Analytics, Cross-functional Team..., Data Analytics, Sales Operations, Solution Selling, RapidMiner, Enterprise Software, Sales Process
Education
Georgetown University 2013 — 2013
School of Continuing Studies
Suffolk University 2001 — 2005
Bachelor's degree
Continuum Analytics September 2015 - Present
Vedere Capital Management March 2013 - Present
RapidMiner June 2014 - September 2015
DataRPM December 2013 - June 2014
Goal Structured Solutions (GS2) February 2012 - March 2013
Gatestone & Co. January 2011 - February 2012
Sallie Mae May 2005 - December 2010
Morgan Stanley Smith Barney September 2005 - September 2006
Skills
Strategic Planning, Credit, Negotiation, Loans, Financial Services, Financial Analysis, Risk Management, Relationship Management, Business Development, Call Center, Credit Cards, Market Research, Executive Management, Strategy, Management, Marketing Strategy, CRM, Sales, Portfolio Management, Banking, Call Centers, Product Development, Sales & Marketing..., Strategic Partnerships, Leadership, Finance, Financial Modeling, Market Analysis, Mergers & Acquisitions, Process Improvement, Sales Presentations, SPIN Selling, Direct Sales, Big Data Analytics, Cross-functional Team..., Data Analytics, Sales Operations, Solution Selling, RapidMiner, Enterprise Software, Sales Process
Education
Georgetown University 2013 — 2013
School of Continuing Studies
Suffolk University 2001 — 2005
Bachelor's degree
Jake Morris Jake Morris's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Investment Professional at Vanguard
Industry Financial Services
Experience
Vanguard October 2014 - Present
Vanguard September 2013 - Present
Morgan Stanley Smith Barney June 2012 - August 2012
Elite Brokerage Services May 2011 - August 2011
West Chester Public Works Department June 2010 - August 2010
Skills
Customer Service, Marketing, PowerPoint, Microsoft Excel, Microsoft Publisher, Microsoft Word, Series 7, Series 63, Salesforce.com, Social Networking, Social Media, Facebook, Public Speaking, Editing, Social Media Marketing, Microsoft Office, Leadership, Research, Event Planning
Education
Gettysburg College 2009 — 2013
Bachelor of Arts (B.A.), Organization and Management Studies
Episcopal Academy 1998 — 2009
Vanguard October 2014 - Present
Vanguard September 2013 - Present
Morgan Stanley Smith Barney June 2012 - August 2012
Elite Brokerage Services May 2011 - August 2011
West Chester Public Works Department June 2010 - August 2010
Skills
Customer Service, Marketing, PowerPoint, Microsoft Excel, Microsoft Publisher, Microsoft Word, Series 7, Series 63, Salesforce.com, Social Networking, Social Media, Facebook, Public Speaking, Editing, Social Media Marketing, Microsoft Office, Leadership, Research, Event Planning
Education
Gettysburg College 2009 — 2013
Bachelor of Arts (B.A.), Organization and Management Studies
Episcopal Academy 1998 — 2009
Evan Markley's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Student at Georgetown University
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2012 - August 2012
Skills
Economics, Political Economy, Wealth Management, Golf Instruction, Academic Tutoring, Microsoft Office, Social Media, Public Speaking
Education
Georgetown University 2011 — 2015
Bachelor of Arts (B.A.), Political Economy, Business
Notre Dame Preparatory H.S. 2007 — 2011
Morgan Stanley Smith Barney June 2012 - August 2012
Skills
Economics, Political Economy, Wealth Management, Golf Instruction, Academic Tutoring, Microsoft Office, Social Media, Public Speaking
Education
Georgetown University 2011 — 2015
Bachelor of Arts (B.A.), Political Economy, Business
Notre Dame Preparatory H.S. 2007 — 2011
William Y. Wang's Morgan Stanley Smith Barney Experience May 2009 - April 2011
Job Associate at Willowridge Partners
Industry Venture Capital & Private Equity
Experience
Willowridge Partners July 2014 - Present
BMO Capital Markets July 2011 - July 2014
Morgan Stanley Smith Barney May 2009 - April 2011
Georgetown University Student Investment Fund January 2010 - December 2010
Price Waterhouse Coopers June 2010 - August 2010
Georgetown University December 2007 - May 2009
Skills
Series 79, Series 63, Investment Banking, Financial Analysis, Financial Modeling, Valuation, Pitch Books, Due Diligence, Financial Services, Bloomberg, FINRA, Capital Markets, Corporate Finance, Private Equity, Portfolio Management, Investments, Research, Equities, Microsoft Office, Microsoft Excel, Finance, Secondaries
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BSBA, Finance, Accounting, Economics
Stuyvesant High School 2003 — 2007
High School Diploma
Willowridge Partners July 2014 - Present
BMO Capital Markets July 2011 - July 2014
Morgan Stanley Smith Barney May 2009 - April 2011
Georgetown University Student Investment Fund January 2010 - December 2010
Price Waterhouse Coopers June 2010 - August 2010
Georgetown University December 2007 - May 2009
Skills
Series 79, Series 63, Investment Banking, Financial Analysis, Financial Modeling, Valuation, Pitch Books, Due Diligence, Financial Services, Bloomberg, FINRA, Capital Markets, Corporate Finance, Private Equity, Portfolio Management, Investments, Research, Equities, Microsoft Office, Microsoft Excel, Finance, Secondaries
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BSBA, Finance, Accounting, Economics
Stuyvesant High School 2003 — 2007
High School Diploma
Erim Sarinoglu, Esq. Erim Sarinoglu, Esq.'s Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job
Industry Law Practice
Experience
Shelby Count Public Defenders Office June 2015 - Present
Shelby County Public Defenders Office January 2015 - June 2015
Steve Cohen for Congress May 2014 - July 2014
United Nations Assistance to the Khmer Rouge Trials - UNAKRT June 2013 - August 2013
Digital Risk, LLC June 2012 - August 2012
Aerospace Industries Association January 2011 - August 2011
Reserve Officers Association September 2010 - December 2010
The Rendon Group January 2009 - September 2009
Morgan Stanley Smith Barney May 2009 - August 2009
Fiba Capital May 2008 - June 2008
Skills
General Litigation, Legislative Affairs, Foreign Policy, Financial Services, Lobbying, Government, International Relations, Litigation, Legal Research, Westlaw, Legal Writing, International Law, Political Science, Criminal Law, Politics, Policy Analysis, Public Policy
Education
Tulane Law School 2011 — 2014
JD
Georgetown University 2007 — 2011
BSFS, Walsh School of Foreign Service, Cum Laude
Memphis University School
Summa Cum Laude
Shelby Count Public Defenders Office June 2015 - Present
Shelby County Public Defenders Office January 2015 - June 2015
Steve Cohen for Congress May 2014 - July 2014
United Nations Assistance to the Khmer Rouge Trials - UNAKRT June 2013 - August 2013
Digital Risk, LLC June 2012 - August 2012
Aerospace Industries Association January 2011 - August 2011
Reserve Officers Association September 2010 - December 2010
The Rendon Group January 2009 - September 2009
Morgan Stanley Smith Barney May 2009 - August 2009
Fiba Capital May 2008 - June 2008
Skills
General Litigation, Legislative Affairs, Foreign Policy, Financial Services, Lobbying, Government, International Relations, Litigation, Legal Research, Westlaw, Legal Writing, International Law, Political Science, Criminal Law, Politics, Policy Analysis, Public Policy
Education
Tulane Law School 2011 — 2014
JD
Georgetown University 2007 — 2011
BSFS, Walsh School of Foreign Service, Cum Laude
Memphis University School
Summa Cum Laude
Cameron Blair Cameron Blair's Morgan Stanley Smith Barney Experience June 2011 - July 2012
Job Financial Advisor
Industry Financial Services
Experience
Edward Jones May 2013 - Present
Scratch Sandwich July 2012 - May 2013
Morgan Stanley Smith Barney June 2011 - July 2012
Fort Worth Cats Baseball Club April 2008 - June 2010
Pittsburgh Pirates June 2005 - March 2008
Skills
Series 7, Retirement Planning, Mutual Funds, Wealth Management, Investments, Investment Advisory, Series 63, Uniform Combined State..., Asset Allocation, IRAs, 401k Rollovers, Investment Strategies, Retirement, Series 65, Series 31, Life Insurance, Managed Futures, Asset Management, Portfolio Management, 401k, ETFs, Wealth, High Net Worth..., Bonds, Long Term Care Insurance, Personal Financial..., Roth IRA, Pensions, Retirement Plan..., Variable Annuities, Insurance, Strategic Financial..., Alternative Investments, Financial Planning
Education
Texas Tech University 2003 — 2005
Bachelor's degree, Economics
Grayson County College 2003 — 2003
Associate's degree, Liberal Arts and Sciences/Liberal Studies
University of Houston 2001 — 2002
Edward Jones May 2013 - Present
Scratch Sandwich July 2012 - May 2013
Morgan Stanley Smith Barney June 2011 - July 2012
Fort Worth Cats Baseball Club April 2008 - June 2010
Pittsburgh Pirates June 2005 - March 2008
Skills
Series 7, Retirement Planning, Mutual Funds, Wealth Management, Investments, Investment Advisory, Series 63, Uniform Combined State..., Asset Allocation, IRAs, 401k Rollovers, Investment Strategies, Retirement, Series 65, Series 31, Life Insurance, Managed Futures, Asset Management, Portfolio Management, 401k, ETFs, Wealth, High Net Worth..., Bonds, Long Term Care Insurance, Personal Financial..., Roth IRA, Pensions, Retirement Plan..., Variable Annuities, Insurance, Strategic Financial..., Alternative Investments, Financial Planning
Education
Texas Tech University 2003 — 2005
Bachelor's degree, Economics
Grayson County College 2003 — 2003
Associate's degree, Liberal Arts and Sciences/Liberal Studies
University of Houston 2001 — 2002
Gail Latone Gail Latone's Morgan Stanley Smith Barney Experience 1986 - 1989
Job Marketing Research Professional
Industry Market Research
Experience
Chicago Tribune Media Group 1998 - 2006
Synovate 1992 - 1998
Carter-Wallace 1989 - 1992
Morgan Stanley Smith Barney 1986 - 1989
Skills
Market Research, Competitive Intelligence, Marketing Research, Customer Insight, Analytics, Strategic Planning, Advertising, Marketing, Management, Brand Management, Proposal Writing
Education
Gettysburg College 1982 — 1986
B.A., Business Management
Chicago Tribune Media Group 1998 - 2006
Synovate 1992 - 1998
Carter-Wallace 1989 - 1992
Morgan Stanley Smith Barney 1986 - 1989
Skills
Market Research, Competitive Intelligence, Marketing Research, Customer Insight, Analytics, Strategic Planning, Advertising, Marketing, Management, Brand Management, Proposal Writing
Education
Gettysburg College 1982 — 1986
B.A., Business Management
Erin DeSanto (McElhone) Erin DeSanto (McElhone)'s Morgan Stanley Smith Barney Experience June 2005 - September 2005
Job Senior Account Executive , Financial Services (MM / MidMarket) at Salesforce
Industry Computer Software
Experience
Salesforce January 2015 - Present
Salesforce January 2013 - January 2015
The Wall Street Journal September 2008 - December 2012
Bloomberg December 2006 - September 2008
Morgan Stanley Smith Barney June 2005 - September 2005
Skills
Account Management, Sales, New Business Development, Sales Operations, Digital Marketing, Advertising, Management
Education
Gettysburg College 2002 — 2006
BA, Business Management; Spanish
Universidad de Sevilla 2005 — 2005
Minor: Spanish, Spanish Language and Literature; Spanish Business
Shawnee High School 1998 — 2002
Salesforce January 2015 - Present
Salesforce January 2013 - January 2015
The Wall Street Journal September 2008 - December 2012
Bloomberg December 2006 - September 2008
Morgan Stanley Smith Barney June 2005 - September 2005
Skills
Account Management, Sales, New Business Development, Sales Operations, Digital Marketing, Advertising, Management
Education
Gettysburg College 2002 — 2006
BA, Business Management; Spanish
Universidad de Sevilla 2005 — 2005
Minor: Spanish, Spanish Language and Literature; Spanish Business
Shawnee High School 1998 — 2002
Joshua Wojnilower Joshua Wojnilower's Morgan Stanley Smith Barney Experience May 2006 - August 2006
Job Mercatus Center PhD Fellow and PhD Candidate in Economics at George Mason University
Industry Research
Experience
Mercatus Center at George Mason University August 2013 - Present
Financial Industry Regulatory Authority March 2009 - June 2012
IMC Chicago July 2007 - June 2008
Morgan Stanley Smith Barney May 2006 - August 2006
Craig Drill Capital May 2005 - August 2005
Skills
Equities, Trading, Budgeting, Options, Securities, Economics, Economic Policy, Financial Markets, Macroeconomics, Portfolio Management, Monetary Economics, Monetary Policy, Fiscal Policy, Finance, Analysis, Research, Data Analysis, Investments, Policy Analysis
Education
George Mason University 2012 — 2017
Doctor of Philosophy (Ph.D.), Economics
George Mason University 2012 — 2014
Master's Degree, Economics
The George Washington University 2009 — 2012
MPA, Budgeting and Public Finance
Washington University in St. Louis 2003 — 2007
BSBA, Finance, Economics
Mercatus Center at George Mason University August 2013 - Present
Financial Industry Regulatory Authority March 2009 - June 2012
IMC Chicago July 2007 - June 2008
Morgan Stanley Smith Barney May 2006 - August 2006
Craig Drill Capital May 2005 - August 2005
Skills
Equities, Trading, Budgeting, Options, Securities, Economics, Economic Policy, Financial Markets, Macroeconomics, Portfolio Management, Monetary Economics, Monetary Policy, Fiscal Policy, Finance, Analysis, Research, Data Analysis, Investments, Policy Analysis
Education
George Mason University 2012 — 2017
Doctor of Philosophy (Ph.D.), Economics
George Mason University 2012 — 2014
Master's Degree, Economics
The George Washington University 2009 — 2012
MPA, Budgeting and Public Finance
Washington University in St. Louis 2003 — 2007
BSBA, Finance, Economics
Chanthi Lune Chanthi Lune's Morgan Stanley Smith Barney Experience April 2012 - February 2013
Job Director, Finance, Investments and Administration
Industry Nonprofit Organization Management
Experience
Thrive Foundation for Youth April 2013 - Present
Hudson September 2012 - April 2013
On Call Counsel January 2013 - February 2013
Morgan Stanley Smith Barney April 2012 - February 2013
Special Counsel February 2012 - February 2012
Spokane Superior Court June 2010 - August 2010
University Legal Assistance June 2009 - August 2009
Morgan Stanley Smith Barney (formerly Citi Smith Barney) November 2004 - July 2008
Jefferies & Company July 2002 - October 2004
Robertson Stephens November 2000 - July 2002
Skills
Legal Writing, Legal Research, Research, Wealth Management, Microsoft Office, Event Planning, Lexis, Securities, Microsoft Excel, PowerPoint, Public Speaking, Equities, Document Review, Real Estate, Corporate Law, Civil Litigation, Wills, Courts, Litigation, Westlaw, Estate Planning, Legal Issues
Education
Gonzaga University - School of Business Administration 2010 — 2011
Master of Business Administration (MBA)
Gonzaga University School of Law 2008 — 2011
Doctor of Law (JD)
University of the Pacific 1995 — 1999
Bachelor of Arts (B.A.), Political Science
Thrive Foundation for Youth April 2013 - Present
Hudson September 2012 - April 2013
On Call Counsel January 2013 - February 2013
Morgan Stanley Smith Barney April 2012 - February 2013
Special Counsel February 2012 - February 2012
Spokane Superior Court June 2010 - August 2010
University Legal Assistance June 2009 - August 2009
Morgan Stanley Smith Barney (formerly Citi Smith Barney) November 2004 - July 2008
Jefferies & Company July 2002 - October 2004
Robertson Stephens November 2000 - July 2002
Skills
Legal Writing, Legal Research, Research, Wealth Management, Microsoft Office, Event Planning, Lexis, Securities, Microsoft Excel, PowerPoint, Public Speaking, Equities, Document Review, Real Estate, Corporate Law, Civil Litigation, Wills, Courts, Litigation, Westlaw, Estate Planning, Legal Issues
Education
Gonzaga University - School of Business Administration 2010 — 2011
Master of Business Administration (MBA)
Gonzaga University School of Law 2008 — 2011
Doctor of Law (JD)
University of the Pacific 1995 — 1999
Bachelor of Arts (B.A.), Political Science
Andrew McAdam Andrew McAdam's Morgan Stanley Smith Barney Experience August 2009 - December 2009
Job Senior Audit Associate at KPMG
Industry Accounting
Experience
KPMG July 2015 - Present
KPMG October 2013 - Present
KPMG January 2012 - March 2012
Morgan Stanley Smith Barney August 2009 - December 2009
Promethean May 2006 - January 2009
Skills
Financial Analysis, Auditing, CPA, Financial Statements, SEC Filings, Fraud, Microsoft Excel, Teaching, Leadership, Management, Financial Accounting, Financial Reporting, Microsoft Office, Accounting, GAAP
Education
Georgia State University 2011 — 2013
Master of Professional Accountancy, Accounting
Georgia State University 2005 — 2009
BBA, Finance, Accounting
KPMG July 2015 - Present
KPMG October 2013 - Present
KPMG January 2012 - March 2012
Morgan Stanley Smith Barney August 2009 - December 2009
Promethean May 2006 - January 2009
Skills
Financial Analysis, Auditing, CPA, Financial Statements, SEC Filings, Fraud, Microsoft Excel, Teaching, Leadership, Management, Financial Accounting, Financial Reporting, Microsoft Office, Accounting, GAAP
Education
Georgia State University 2011 — 2013
Master of Professional Accountancy, Accounting
Georgia State University 2005 — 2009
BBA, Finance, Accounting
Hillary Stanford Hillary Stanford's Morgan Stanley Smith Barney Experience January 2009 - May 2009
Job Associate Brand Manager Rubbermaid Consumer at Newell Rubbermaid
Industry Consumer Goods
Experience
Newell Rubbermaid June 2014 - Present
Newell Rubbermaid April 2013 - May 2014
Newell Rubbermaid March 2010 - March 2013
Chick-fil-A May 2009 - July 2009
Morgan Stanley Smith Barney January 2009 - May 2009
Skills
Marketing, Marketing Strategy, Consumer Products, Advertising, Cross-functional Team..., Project Planning, Commercialization, Trade Shows, Public Relations, Leadership, Web Content, IBM Websphere Commerce, Coremetrics Analytics, Microsoft Office
Education
Georgia Institute of Technology 2005 — 2009
Bachelor of Science, Management, Highest Honor
Newell Rubbermaid June 2014 - Present
Newell Rubbermaid April 2013 - May 2014
Newell Rubbermaid March 2010 - March 2013
Chick-fil-A May 2009 - July 2009
Morgan Stanley Smith Barney January 2009 - May 2009
Skills
Marketing, Marketing Strategy, Consumer Products, Advertising, Cross-functional Team..., Project Planning, Commercialization, Trade Shows, Public Relations, Leadership, Web Content, IBM Websphere Commerce, Coremetrics Analytics, Microsoft Office
Education
Georgia Institute of Technology 2005 — 2009
Bachelor of Science, Management, Highest Honor
Cathy Reinhardt Cathy Reinhardt's Morgan Stanley Smith Barney Experience July 2000 - October 2012
Job Financial Consultant at TIAACREF
Industry Financial Services
Experience
TIAA-CREF September 2014 - Present
Delta Community Credit Union October 2012 - May 2014
Morgan Stanley Smith Barney July 2000 - October 2012
Host Communications 1999 - 2000
1996 Paralympic and Olympic Games 1994 - 1997
Atlanta Hawks 1993 - 1995
Super Bowl XXVIII 1993 - 1994
1991 World Gymnastics Championships 1991 - 1991
MTV Networks 1990 - 1991
Skills
Investment Advisory, Estate Planning, Wealth Management, Investments, Retirement, Comprehensive Financial..., Insurance Planning
Education
Georgia State University 1993 — 1994
Master of Science, Sports Administration and Marketing
University of Nebraska-Lincoln 1986 — 1991
Bachelor of Science, Marketing
University of Oxford 1990 — 1990
International Economics
TIAA-CREF September 2014 - Present
Delta Community Credit Union October 2012 - May 2014
Morgan Stanley Smith Barney July 2000 - October 2012
Host Communications 1999 - 2000
1996 Paralympic and Olympic Games 1994 - 1997
Atlanta Hawks 1993 - 1995
Super Bowl XXVIII 1993 - 1994
1991 World Gymnastics Championships 1991 - 1991
MTV Networks 1990 - 1991
Skills
Investment Advisory, Estate Planning, Wealth Management, Investments, Retirement, Comprehensive Financial..., Insurance Planning
Education
Georgia State University 1993 — 1994
Master of Science, Sports Administration and Marketing
University of Nebraska-Lincoln 1986 — 1991
Bachelor of Science, Marketing
University of Oxford 1990 — 1990
International Economics
Joseph Elawabdeh Joseph Elawabdeh's Morgan Stanley Smith Barney Experience January 2008 - May 2008
Job Lead Senior Credit Risk Analyst | MBA
Industry Financial Services
Experience
E*TRADE Financial October 2013 - Present
USAID January 2014 - January 2014
Fannie Mae June 2010 - October 2013
Freddie Mac October 2008 - June 2010
Morgan Stanley Smith Barney January 2008 - May 2008
SunTrust Bank June 2006 - August 2007
Skills
Credit Risk, Loss Mitigation, Corporate Finance, Risk Assessment, Portfolio Management, Financial Risk, Credit Analysis, Financial Modeling, Financial Advisory, Risk Management, Finance, Credit Risk Management, Customer Relations, Investment Advisory, Liquidity Risk, Bloomberg Terminal, Customer Service, Consulting, Managerial Finance, Analytics, Market Risk, Loan Modifications, Retail Banking, Real Estate Economics, Loan Origination, MBS, Mortgage Banking, Residential Mortgages, Mortgage Servicing, Bloomberg, Funding, Money Market Funds, Community Reinvestment..., Credit risk rating..., SME Consulting, International..., Credit, Moody's RiskAnalyst, Financial Services, Probability of Default, Potential Future..., Internal Counterparty..., Loss Given Default, IFRS, Credit Risk Governance, Financial Analysis, Banking, Investments, Loans, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2015
Master of Business Administration (MBA), Financial Management and Business Strategy
Georgia State University 2006 — 2008
Bachelor's degree, Finance
Georgia Perimeter College 2004 — 2006
Associate's degree, Business Administration, Management and Operations
E*TRADE Financial October 2013 - Present
USAID January 2014 - January 2014
Fannie Mae June 2010 - October 2013
Freddie Mac October 2008 - June 2010
Morgan Stanley Smith Barney January 2008 - May 2008
SunTrust Bank June 2006 - August 2007
Skills
Credit Risk, Loss Mitigation, Corporate Finance, Risk Assessment, Portfolio Management, Financial Risk, Credit Analysis, Financial Modeling, Financial Advisory, Risk Management, Finance, Credit Risk Management, Customer Relations, Investment Advisory, Liquidity Risk, Bloomberg Terminal, Customer Service, Consulting, Managerial Finance, Analytics, Market Risk, Loan Modifications, Retail Banking, Real Estate Economics, Loan Origination, MBS, Mortgage Banking, Residential Mortgages, Mortgage Servicing, Bloomberg, Funding, Money Market Funds, Community Reinvestment..., Credit risk rating..., SME Consulting, International..., Credit, Moody's RiskAnalyst, Financial Services, Probability of Default, Potential Future..., Internal Counterparty..., Loss Given Default, IFRS, Credit Risk Governance, Financial Analysis, Banking, Investments, Loans, Analysis
Education
University of Maryland - Robert H. Smith School of Business 2013 — 2015
Master of Business Administration (MBA), Financial Management and Business Strategy
Georgia State University 2006 — 2008
Bachelor's degree, Finance
Georgia Perimeter College 2004 — 2006
Associate's degree, Business Administration, Management and Operations
Dianna Baroutgian's Morgan Stanley Smith Barney Experience March 2006 - March 2010
Job Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors March 2011 - Present
Wescap Group March 2010 - March 2011
Morgan Stanley Smith Barney March 2006 - March 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Research, Data Entry, Accounting, ACT!, Morningstar, Social Media, Microsoft Office 2007, Microsoft Office 2003, Pareto, Customer Relations, Excel
Education
Glendale Community College 2007 — 2010
Glendale High School 2007 — 2010
Wells Fargo Advisors March 2011 - Present
Wescap Group March 2010 - March 2011
Morgan Stanley Smith Barney March 2006 - March 2010
Skills
Customer Service, Microsoft Office, Microsoft Excel, Research, Data Entry, Accounting, ACT!, Morningstar, Social Media, Microsoft Office 2007, Microsoft Office 2003, Pareto, Customer Relations, Excel
Education
Glendale Community College 2007 — 2010
Glendale High School 2007 — 2010
Brian Dailey Brian Dailey's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Internal Specialist at Eaton Vance
Industry Financial Services
Experience
Eaton Vance January 2014 - Present
Parametric November 2013 - December 2013
Parametric March 2011 - October 2013
Morgan Stanley Smith Barney June 2009 - August 2009
Boys and Girls Clubs of America June 2008 - August 2008
Skills
Microsoft Excel, Accounting, Customer Service, Leadership, Management, Investments, Outlook, Financial Analysis, CRM, Asset Management, Portfolio Management, Process Improvement, Wealth Management, Sales
Education
Gonzaga University 2006 — 2010
BA, Business Administration in Finance and Economics
Eaton Vance January 2014 - Present
Parametric November 2013 - December 2013
Parametric March 2011 - October 2013
Morgan Stanley Smith Barney June 2009 - August 2009
Boys and Girls Clubs of America June 2008 - August 2008
Skills
Microsoft Excel, Accounting, Customer Service, Leadership, Management, Investments, Outlook, Financial Analysis, CRM, Asset Management, Portfolio Management, Process Improvement, Wealth Management, Sales
Education
Gonzaga University 2006 — 2010
BA, Business Administration in Finance and Economics
Emily Seman Emily Seman's Morgan Stanley Smith Barney Experience May 2011 - May 2012
Job Executive Assistant
Industry Airlines/Aviation
Experience
United Airlines August 2014 - Present
Lizard Investors, LLC November 2013 - May 2014
Legacy Healthcare Financial Services August 2012 - October 2013
Morgan Stanley Smith Barney May 2011 - May 2012
Grand Circle Corporation November 2010 - April 2011
Surfside - Gilbane Development Company September 2010 - December 2010
17th Street Bar and Grill September 2007 - August 2010
Hampton Inn; Forsyth, IL May 2008 - August 2008
Skills
Leadership, Customer Service, Marketing, Training, Sales, Time Management, PowerPoint, Microsoft Word, Project Planning, Hotels, Event Planning, Event Management, Social Media, Social Networking, Teamwork, Microsoft Office, Social Media Marketing, Customer Satisfaction, Finance, Hospitality, Microsoft Excel, Public Relations, Public Speaking, Management
Education
Southern Illinois University, Carbondale 2006 — 2010
B.S., Hospitality and Tourism Management
Grenoble Ecole de Management 2009 — 2009
Minor, Marketing
United Airlines August 2014 - Present
Lizard Investors, LLC November 2013 - May 2014
Legacy Healthcare Financial Services August 2012 - October 2013
Morgan Stanley Smith Barney May 2011 - May 2012
Grand Circle Corporation November 2010 - April 2011
Surfside - Gilbane Development Company September 2010 - December 2010
17th Street Bar and Grill September 2007 - August 2010
Hampton Inn; Forsyth, IL May 2008 - August 2008
Skills
Leadership, Customer Service, Marketing, Training, Sales, Time Management, PowerPoint, Microsoft Word, Project Planning, Hotels, Event Planning, Event Management, Social Media, Social Networking, Teamwork, Microsoft Office, Social Media Marketing, Customer Satisfaction, Finance, Hospitality, Microsoft Excel, Public Relations, Public Speaking, Management
Education
Southern Illinois University, Carbondale 2006 — 2010
B.S., Hospitality and Tourism Management
Grenoble Ecole de Management 2009 — 2009
Minor, Marketing
Maria Nasyezda Vega Vega Maria Nasyezda Vega Vega's Morgan Stanley Smith Barney Experience 2002 - 2002
Job Investor Relations and New Business Development Executive
Industry International Affairs
Experience
Zanna "Tecnosalud en Fusion" June 2013 - Present
Greenfields Energy and Resources December 2010 - Present
Carsama September 2010 - December 2010
Citigroup 2004 - 2006
Redfields Corp 2003 - 2004
AIG 2002 - 2003
Morgan Stanley Smith Barney 2002 - 2002
Skills
Financial Analysis, Strategic Planning, Corporate Finance, Analysis, Business Strategy, Public Speaking, Research, Management, New Business Development
Education
New York University 2008 — 2010
M.S in Global Affairs, Private Sector and Energy/Environmental Policy
Georgetown University - The McDonough School of Business 2013 — 2013
Global Competitiveness and Leadership
University of South Florida 2000 — 2002
BBA, Finance
Zanna "Tecnosalud en Fusion" June 2013 - Present
Greenfields Energy and Resources December 2010 - Present
Carsama September 2010 - December 2010
Citigroup 2004 - 2006
Redfields Corp 2003 - 2004
AIG 2002 - 2003
Morgan Stanley Smith Barney 2002 - 2002
Skills
Financial Analysis, Strategic Planning, Corporate Finance, Analysis, Business Strategy, Public Speaking, Research, Management, New Business Development
Education
New York University 2008 — 2010
M.S in Global Affairs, Private Sector and Energy/Environmental Policy
Georgetown University - The McDonough School of Business 2013 — 2013
Global Competitiveness and Leadership
University of South Florida 2000 — 2002
BBA, Finance
Sarjan Zaveri Sarjan Zaveri's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job SOX Internal Auditor at Aaron's, Inc
Industry Accounting
Experience
Aaron's, Inc May 2015 - Present
Spark Tax & Accounting Group, LLC February 2014 - Present
Grant Thornton LLP August 2013 - February 2014
Grant Thornton LLP January 2013 - July 2013
McGladrey January 2011 - November 2012
Make-A-Wish Foundation June 2010 - December 2010
Morgan Stanley Smith Barney June 2009 - August 2009
S.G. Financial Advisors 2007 - 2007
Skills
Internal Controls, Sarbanes-Oxley Act, Process Improvement, Forecasting, Budget, Banking, Financial Statements, Auditing, Internal Audit, Accounting, Financial Reporting, Financial Analysis, External Audit, Account Reconciliation, Accounts Receivable, Budgets, GAAP, Finance
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2010
Bachelor of Business Administration (BBA), Finance and Managerial Sciences
Wheeler High 2003 — 2007
Maneckji Cooper
Aaron's, Inc May 2015 - Present
Spark Tax & Accounting Group, LLC February 2014 - Present
Grant Thornton LLP August 2013 - February 2014
Grant Thornton LLP January 2013 - July 2013
McGladrey January 2011 - November 2012
Make-A-Wish Foundation June 2010 - December 2010
Morgan Stanley Smith Barney June 2009 - August 2009
S.G. Financial Advisors 2007 - 2007
Skills
Internal Controls, Sarbanes-Oxley Act, Process Improvement, Forecasting, Budget, Banking, Financial Statements, Auditing, Internal Audit, Accounting, Financial Reporting, Financial Analysis, External Audit, Account Reconciliation, Accounts Receivable, Budgets, GAAP, Finance
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2010
Bachelor of Business Administration (BBA), Finance and Managerial Sciences
Wheeler High 2003 — 2007
Maneckji Cooper
Mack Abbot's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job MBA Candidate at Darden School of Business
Industry Financial Services
Experience
Deutsche Bank Securities June 2013 - April 2015
Nomura Securities June 2011 - June 2013
Morgan Stanley Smith Barney June 2010 - August 2010
Institute of International Bankers June 2009 - August 2009
Skills
Series 63, Series 7, Bloomberg Terminal, Equity Derivatives, Modern Standard Arabic, Arabic, Equities, Hedge Funds, Investment Banking, Derivatives, Emerging Markets, Capital Markets, Equity Research, Alternative Investments, Valuation
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University 2007 — 2011
Brunswick School 1995 — 2007
Deutsche Bank Securities June 2013 - April 2015
Nomura Securities June 2011 - June 2013
Morgan Stanley Smith Barney June 2010 - August 2010
Institute of International Bankers June 2009 - August 2009
Skills
Series 63, Series 7, Bloomberg Terminal, Equity Derivatives, Modern Standard Arabic, Arabic, Equities, Hedge Funds, Investment Banking, Derivatives, Emerging Markets, Capital Markets, Equity Research, Alternative Investments, Valuation
Education
University of Virginia Darden School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Georgetown University 2007 — 2011
Brunswick School 1995 — 2007
Billups Glynell Billups Glynell's Morgan Stanley Smith Barney Experience March 2005 - May 2009
Job Department Administrator at Baker Hughes
Industry Oil & Energy
Experience
Baker Hughes January 2013 - Present
Morgan Stanley Smith Barney March 2005 - May 2009
Skills
Oilfield, Oil & Gas, Petroleum, Completion, Oil & Gas Industry, Drilling, Onshore, Drilling Engineering, Upstream, Gas, Offshore Drilling, Management
Education
Grand Canyon University 2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Educational Leadership and Administration, General, 3.98
Texas Southern University 1972 — 1975
Music Performance, General
Baker Hughes January 2013 - Present
Morgan Stanley Smith Barney March 2005 - May 2009
Skills
Oilfield, Oil & Gas, Petroleum, Completion, Oil & Gas Industry, Drilling, Onshore, Drilling Engineering, Upstream, Gas, Offshore Drilling, Management
Education
Grand Canyon University 2009 — 2014
Bachelor of Applied Science (B.A.Sc.), Educational Leadership and Administration, General, 3.98
Texas Southern University 1972 — 1975
Music Performance, General
Hallie Stambler's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Multifamily Real Estate Underwriter and Georgetown MBA Candidate Class of 2016
Industry Financial Services
Experience
Freddie Mac July 2012 - Present
Freddie Mac June 2010 - June 2011
Robert H. Smith School of Business August 2006 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Investments, Data Analysis, Financial Analysis, Financial Services, Microsoft Excel, PowerPoint, Financial Modeling, Process Improvement, Microsoft Word, Access, Corporate Finance, Analysis, Microsoft Office, Bloomberg, Finance, Risk Management, Underwriting
Education
Georgetown University - The McDonough School of Business 2013 — 2016
Master of Business Administration (MBA)
University of Maryland College Park 2006 — 2010
B.S, Finance, Operations Management
Freddie Mac July 2012 - Present
Freddie Mac June 2010 - June 2011
Robert H. Smith School of Business August 2006 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Investments, Data Analysis, Financial Analysis, Financial Services, Microsoft Excel, PowerPoint, Financial Modeling, Process Improvement, Microsoft Word, Access, Corporate Finance, Analysis, Microsoft Office, Bloomberg, Finance, Risk Management, Underwriting
Education
Georgetown University - The McDonough School of Business 2013 — 2016
Master of Business Administration (MBA)
University of Maryland College Park 2006 — 2010
B.S, Finance, Operations Management
Max Stewart Max Stewart's Morgan Stanley Smith Barney Experience May 2008 - August 2008
Job Financial Analyst at Bentall Kennedy
Industry Real Estate
Experience
Bentall Kennedy October 2014 - Present
Jones Lang LaSalle August 2012 - September 2014
U.S. Chamber of Commerce August 2011 - May 2012
KPMG May 2010 - July 2010
Granada Theater June 2009 - December 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Valuation, Data Analysis, Financial Modeling, Financial Analysis, Microsoft Excel, Event Planning, Market Research, Economic Research, Financial Markets, PowerPoint, Economics, Microsoft Office, Social Media, Research, Finance, Microsoft Word, Asset Managment, Real Estate, Commercial Real Estate, Real Estate Development, Residential Communities, Real Estate Financing
Education
Georgetown University 2014 — 2016
Master in Real Estate - Finance
Southern Methodist University 2007 — 2011
B.B.A.; B.S.F.A., Finance; Economics with Financial Applications and a specialization in Economics of Decision Making
Wesleyan School 2003 — 2007
High School Diploma
Bentall Kennedy October 2014 - Present
Jones Lang LaSalle August 2012 - September 2014
U.S. Chamber of Commerce August 2011 - May 2012
KPMG May 2010 - July 2010
Granada Theater June 2009 - December 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Valuation, Data Analysis, Financial Modeling, Financial Analysis, Microsoft Excel, Event Planning, Market Research, Economic Research, Financial Markets, PowerPoint, Economics, Microsoft Office, Social Media, Research, Finance, Microsoft Word, Asset Managment, Real Estate, Commercial Real Estate, Real Estate Development, Residential Communities, Real Estate Financing
Education
Georgetown University 2014 — 2016
Master in Real Estate - Finance
Southern Methodist University 2007 — 2011
B.B.A.; B.S.F.A., Finance; Economics with Financial Applications and a specialization in Economics of Decision Making
Wesleyan School 2003 — 2007
High School Diploma
Kusela Jeter Kusela Jeter's Morgan Stanley Smith Barney Experience January 2009 - April 2009
Job Senior Associate Regulatory Risk at KPMG US
Industry Accounting
Experience
UPS August 2001 - December 2012
Thompson Technologies March 2012 - November 2012
INTEGRATED MARKETING DEVELOPMENT GROUP July 2002 - December 2011
Morgan Stanley Smith Barney January 2009 - April 2009
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor, Business Administration; Accounting
Georgia State University - J. Mack Robinson College of Business
Bachelor, Business Administration; Finance
UPS August 2001 - December 2012
Thompson Technologies March 2012 - November 2012
INTEGRATED MARKETING DEVELOPMENT GROUP July 2002 - December 2011
Morgan Stanley Smith Barney January 2009 - April 2009
Education
Georgia State University - J. Mack Robinson College of Business
Bachelor, Business Administration; Accounting
Georgia State University - J. Mack Robinson College of Business
Bachelor, Business Administration; Finance
Karen Ben-Shlaush, CFP®, CRPC® Karen Ben-Shlaush, CFP®, CRPC®'s Morgan Stanley Smith Barney Experience May 2005 - August 2011
Job Account Vice President at UBS Private Wealth Management UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Private Wealth Management - UBS Financial Services, Inc. August 2011 - Present
Morgan Stanley Smith Barney May 2005 - August 2011
Education
Georgetown University 2009 — 2010
Executive Certificate in Financial Planning
College for Financial Planning 2007 — 2008
CRPC - Chartered Retirement Planning Counselor
University of Maryland - Robert H. Smith School of Business 2002 — 2006
B.S. Finance
University of Maryland College Park 2002 — 2006
B.A. Psychology
American University of Rome 2005 — 2005
Study Abroad semester
UBS Private Wealth Management - UBS Financial Services, Inc. August 2011 - Present
Morgan Stanley Smith Barney May 2005 - August 2011
Education
Georgetown University 2009 — 2010
Executive Certificate in Financial Planning
College for Financial Planning 2007 — 2008
CRPC - Chartered Retirement Planning Counselor
University of Maryland - Robert H. Smith School of Business 2002 — 2006
B.S. Finance
University of Maryland College Park 2002 — 2006
B.A. Psychology
American University of Rome 2005 — 2005
Study Abroad semester
Rajan Dashairya Rajan Dashairya's Morgan Stanley Smith Barney Experience 1999 - 2004
Job Financial Services Professional
Industry Financial Services
Experience
Mooseridge Golf Course March 2011 - September 2011
Fellows Creek Golf Club September 2006 - December 2010
Morgan Stanley Smith Barney 1999 - 2004
Skills
Golf Course Management, Investment Banking, Financial Audits, Estate Planning, Microsoft Office, Operations Management, Microsoft Excel, Microsoft Word, PowerPoint, Hotel Management, Stock Management, Asset Management, Digital Marketing
Education
Golf Academy of America-Chandler 2010 — 2011
•Associate Of Applied Business Degree, Golf Course Operation and Grounds Management
UNIVERSITY OF MICHIGAN, ANN ARBOR 1994 — 1999
Bachelor of Science (BS), Psychology
Mooseridge Golf Course March 2011 - September 2011
Fellows Creek Golf Club September 2006 - December 2010
Morgan Stanley Smith Barney 1999 - 2004
Skills
Golf Course Management, Investment Banking, Financial Audits, Estate Planning, Microsoft Office, Operations Management, Microsoft Excel, Microsoft Word, PowerPoint, Hotel Management, Stock Management, Asset Management, Digital Marketing
Education
Golf Academy of America-Chandler 2010 — 2011
•Associate Of Applied Business Degree, Golf Course Operation and Grounds Management
UNIVERSITY OF MICHIGAN, ANN ARBOR 1994 — 1999
Bachelor of Science (BS), Psychology
Philip Holbert Philip Holbert's Morgan Stanley Smith Barney Experience 1991 - 2011
Job Vice President Wealth Management at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. October 2011 - Present
Morgan Stanley Smith Barney 1991 - 2011
Education
Gettysburg College 1975 — 1979
BS, Business Administration
Robert W. Baird & Co. October 2011 - Present
Morgan Stanley Smith Barney 1991 - 2011
Education
Gettysburg College 1975 — 1979
BS, Business Administration
Lawrence Orr Lawrence Orr's Morgan Stanley Smith Barney Experience June 2003 - January 2011
Job Financial Services Executive
Industry Financial Services
Experience
Janney Montgomery Scott November 2012 - Present
Morgan Stanley Smith Barney June 2003 - January 2011
Legg Mason 2003 - 2005
Interstate Johnson Lane 1994 - 2001
Skills
Series 65, Series 63, Wealth Management, Series 7, Series 3, Uniform Combined State..., Wealth Management..., Mutual Funds, Retirement Planning, Asset Allocation, Alternative Investments, Asset Management, ETFs, Equities, FINRA, Financial Services, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Investments, Portfolio Management, Retirement, Securities, Series 24, Strategic Financial...
Education
Georgia Institute of Technology
Janney Montgomery Scott November 2012 - Present
Morgan Stanley Smith Barney June 2003 - January 2011
Legg Mason 2003 - 2005
Interstate Johnson Lane 1994 - 2001
Skills
Series 65, Series 63, Wealth Management, Series 7, Series 3, Uniform Combined State..., Wealth Management..., Mutual Funds, Retirement Planning, Asset Allocation, Alternative Investments, Asset Management, ETFs, Equities, FINRA, Financial Services, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Investments, Portfolio Management, Retirement, Securities, Series 24, Strategic Financial...
Education
Georgia Institute of Technology
Dallas Donald Dallas Donald's Morgan Stanley Smith Barney Experience October 2011 - January 2013
Job General Manager at Donaco Medical Supply LLC
Industry Medical Devices
Experience
Donaco Medical Supply LLC January 2013 - Present
Dreams of Recovery June 2005 - Present
Morgan Stanley Smith Barney October 2011 - January 2013
State Farm Insurance January 2005 - October 2011
Diversified Healthcare Services January 2002 - January 2005
Skills
Retirement Planning, Insurance, Durable Medical..., Catheters, Foley, Urological Supplies, Financial Analysis, Series 7, Healthcare, Risk Management, Claim, Urology, Leadership, Sales, Life Insurance, Small Business, Whole Life, Property & Casualty..., Workers Compensation, Asset Managment, Business Planning, Liability, Medicare, Casualty, Nonprofits, Long-term Care, Executive Management, Credit, Managed Care, General Insurance, Commercial Insurance, Underwriting, Strategic Planning, Budgets, Claims Management, Brokers, Finance, Medicine, Term Life Insurance, Estate Planning, Management
Education
Georgia State University 1999 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
Donaco Medical Supply LLC January 2013 - Present
Dreams of Recovery June 2005 - Present
Morgan Stanley Smith Barney October 2011 - January 2013
State Farm Insurance January 2005 - October 2011
Diversified Healthcare Services January 2002 - January 2005
Skills
Retirement Planning, Insurance, Durable Medical..., Catheters, Foley, Urological Supplies, Financial Analysis, Series 7, Healthcare, Risk Management, Claim, Urology, Leadership, Sales, Life Insurance, Small Business, Whole Life, Property & Casualty..., Workers Compensation, Asset Managment, Business Planning, Liability, Medicare, Casualty, Nonprofits, Long-term Care, Executive Management, Credit, Managed Care, General Insurance, Commercial Insurance, Underwriting, Strategic Planning, Budgets, Claims Management, Brokers, Finance, Medicine, Term Life Insurance, Estate Planning, Management
Education
Georgia State University 1999 — 2002
Bachelor of Business Administration (BBA), Accounting and Finance
Debbie Donnelly Debbie Donnelly's Morgan Stanley Smith Barney Experience 1999 - 2012
Job Independent Consultant
Industry Consumer Goods
Experience
Thirty-One Gifts August 2013 - Present
Tara J. Devine September 2012 - November 2012
Morgan Stanley Smith Barney 1999 - 2012
Dean Witter/Morgan Stanley Dean Witter January 1980 - April 1999
Skills
Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Securities, QuickBooks, Telephone Skills, Administrative..., Office Administration, Leadership, Access, Outlook, Sales, Team Building, Series 7, Teamwork, Finance, Time Management, Office Management
Education
Green Mountain College
Associate of Arts (AA), Pre-Nursing Studies
Katharine Gibbs
1 year secretarial course
Thirty-One Gifts August 2013 - Present
Tara J. Devine September 2012 - November 2012
Morgan Stanley Smith Barney 1999 - 2012
Dean Witter/Morgan Stanley Dean Witter January 1980 - April 1999
Skills
Microsoft Word, Customer Service, Microsoft Excel, Microsoft Office, Securities, QuickBooks, Telephone Skills, Administrative..., Office Administration, Leadership, Access, Outlook, Sales, Team Building, Series 7, Teamwork, Finance, Time Management, Office Management
Education
Green Mountain College
Associate of Arts (AA), Pre-Nursing Studies
Katharine Gibbs
1 year secretarial course
Kaarina Plotkin Kaarina Plotkin's Morgan Stanley Smith Barney Experience December 1999 - July 2001
Job Accounting Professional
Industry Accounting
Experience
Zumba Fitness LLC March 2012 - Present
H&R Block September 2010 - Present
Morgan Stanley Smith Barney December 1999 - July 2001
Education
St. Mary's University 2007 — 2009
MBA, Finance
Georgia Southern University 1990 — 1994
BBA, Finance
University of Phoenix 2010 — 2011
Graduate Accounting Certificate, Accounting, 3.85
Zumba Fitness LLC March 2012 - Present
H&R Block September 2010 - Present
Morgan Stanley Smith Barney December 1999 - July 2001
Education
St. Mary's University 2007 — 2009
MBA, Finance
Georgia Southern University 1990 — 1994
BBA, Finance
University of Phoenix 2010 — 2011
Graduate Accounting Certificate, Accounting, 3.85
Joe Buchanan Joe Buchanan's Morgan Stanley Smith Barney Experience November 2009 - December 2011
Job Buchanan Wealth Advisory
Industry Financial Services
Experience
Buchanan Wealth Advisory December 2011 - Present
Morgan Stanley Smith Barney November 2009 - December 2011
UBS November 2007 - January 2010
Skills
Investments, Risk Management, Mergers, Business Strategy, Start-ups, Strategic Planning, Entrepreneurship, Financial Services, Management Consulting, Change Management, New Business Development, Banking, Mergers & Acquisitions, Finance, Strategy, Management, Executive Management, Wealth Management
Education
University of San Francisco - Masagung Graduate School of Management 1992 — 1994
MBA, International Finance
Georgia Institute of Technology 1981 — 1984
BSChE, Chemical Engineering
Buchanan Wealth Advisory December 2011 - Present
Morgan Stanley Smith Barney November 2009 - December 2011
UBS November 2007 - January 2010
Skills
Investments, Risk Management, Mergers, Business Strategy, Start-ups, Strategic Planning, Entrepreneurship, Financial Services, Management Consulting, Change Management, New Business Development, Banking, Mergers & Acquisitions, Finance, Strategy, Management, Executive Management, Wealth Management
Education
University of San Francisco - Masagung Graduate School of Management 1992 — 1994
MBA, International Finance
Georgia Institute of Technology 1981 — 1984
BSChE, Chemical Engineering
Caroline Porter Caroline Porter's Morgan Stanley Smith Barney Experience July 2012 - September 2012
Job J.D. Candidate at Georgia State University College of Law
Industry Law Practice
Experience
U.S. Securities and Exchange Commission May 2015 - August 2015
Philip Cook Low Income Taxpayer Clinic - GSU College of Law January 2015 - May 2015
Georgia State University Robinson College of Business June 2014 - October 2014
Morgan Stanley Smith Barney July 2012 - September 2012
Morgan Stanley Smith Barney June 2010 - December 2011
Skills
Investments, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Event Planning, Leadership, Westlaw, Lexis, Legal Research, Legal Writing
Education
Georgia State University College of Law 2013 — 2016
Doctor of Law (J.D.)
Georgia Institute of Technology 2009 — 2013
Bachelor of Science in Business Administration, Accounting Concentration and Law, Science, & Technology Minor, High Honors
Wesleyan School 2005 — 2009
U.S. Securities and Exchange Commission May 2015 - August 2015
Philip Cook Low Income Taxpayer Clinic - GSU College of Law January 2015 - May 2015
Georgia State University Robinson College of Business June 2014 - October 2014
Morgan Stanley Smith Barney July 2012 - September 2012
Morgan Stanley Smith Barney June 2010 - December 2011
Skills
Investments, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Event Planning, Leadership, Westlaw, Lexis, Legal Research, Legal Writing
Education
Georgia State University College of Law 2013 — 2016
Doctor of Law (J.D.)
Georgia Institute of Technology 2009 — 2013
Bachelor of Science in Business Administration, Accounting Concentration and Law, Science, & Technology Minor, High Honors
Wesleyan School 2005 — 2009
Christine Bentivoglio, CIPP/US Christine Bentivoglio, CIPP/US's Morgan Stanley Smith Barney Experience September 1994 - July 2001
Job Sr. Privacy Program Manager at Visa
Industry Financial Services
Experience
VISA INC. April 2010 - Present
HOWARD, RICE, NEMEROVSKI, CANADY, FALK & RABKIN July 2001 - April 2010
MORGAN STANLEY SMITH BARNEY September 1994 - July 2001
Skills
Civil Litigation, Case Managment, Trial Management, Regulatory Filings, Class Actions, Federal Court Litigation, Cite Checking, Legal Research, Risk Management, Privacy Law, Licensing, Data Privacy, Securities, Enterprise Risk..., Analysis
Education
Golden Gate University, School of Business 1998 — 2001
Master, Business Administration
Golden Gate University, School of Law 1998 — 2001
Doctor of Jurisprudence
University of California, Davis 1989 — 1994
Bachelor of Science, Managerial Economics
VISA INC. April 2010 - Present
HOWARD, RICE, NEMEROVSKI, CANADY, FALK & RABKIN July 2001 - April 2010
MORGAN STANLEY SMITH BARNEY September 1994 - July 2001
Skills
Civil Litigation, Case Managment, Trial Management, Regulatory Filings, Class Actions, Federal Court Litigation, Cite Checking, Legal Research, Risk Management, Privacy Law, Licensing, Data Privacy, Securities, Enterprise Risk..., Analysis
Education
Golden Gate University, School of Business 1998 — 2001
Master, Business Administration
Golden Gate University, School of Law 1998 — 2001
Doctor of Jurisprudence
University of California, Davis 1989 — 1994
Bachelor of Science, Managerial Economics
Scott Blair Scott Blair's Morgan Stanley Smith Barney Experience May 2011 - July 2013
Job Assistant VP Underwriter at Bibby Financial Services
Industry Financial Services
Experience
Bibby Financial Services February 2015 - Present
FieldGoalKicker.com February 2012 - Present
Bibby Financial Services August 2013 - February 2015
Morgan Stanley Smith Barney May 2011 - July 2013
Alexander Tharpe Fund January 2011 - May 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Zenith Products and Services June 2003 - May 2010
Skills
Financial Analysis, Wealth Management, Portfolio Management, Investments, Financial Modeling, Business Strategy, Banking, Strategic Planning, Leadership, Budgets, Marketing, Finance, Factoring, Management, Analysis, Start-ups, Lead Generation
Education
Georgia Institute of Technology 2007 — 2011
Management, Finance/Marketing
Bibby Financial Services February 2015 - Present
FieldGoalKicker.com February 2012 - Present
Bibby Financial Services August 2013 - February 2015
Morgan Stanley Smith Barney May 2011 - July 2013
Alexander Tharpe Fund January 2011 - May 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Zenith Products and Services June 2003 - May 2010
Skills
Financial Analysis, Wealth Management, Portfolio Management, Investments, Financial Modeling, Business Strategy, Banking, Strategic Planning, Leadership, Budgets, Marketing, Finance, Factoring, Management, Analysis, Start-ups, Lead Generation
Education
Georgia Institute of Technology 2007 — 2011
Management, Finance/Marketing
Ronald Sedgley Ronald Sedgley's Morgan Stanley Smith Barney Experience June 2000 - June 2001
Job Network and System Administrator at Opus Integrated Business Systems
Industry Information Technology and Services
Experience
Opus Integrated Business Systems December 2013 - Present
Experis IT October 2013 - December 2013
TeleNet Marketing Solutions May 2011 - September 2013
FedEx Ground February 2010 - May 2011
Burford's Tree Surgeons February 2005 - September 2009
Aflac October 2001 - August 2004
Morgan Stanley Smith Barney June 2000 - June 2001
Skills
Customer Service, Time Management, Marketing Communications, Microsoft Office, Sales, PowerPoint, Microsoft Word, Microsoft Excel, Networking, Social Networking, Call Centers, Software Documentation, Marketing, Leadership, Social Media, Troubleshooting, Windows, Team Leadership, Management, Inventory Management, Account Management, Training, HTML, Access, Outlook, Team Building, Project Management, Computer Hardware, Windows 7, Cold Calling, Active Directory, Telemarketing, Servers, Technical Support, Lead Management, Data Entry, B2B Marketing, Software Installation, System Administration, Operating Systems, VPN, Analysis, Lead Generation
Education
Gwinnett Technical College 2010 — 2013
Associate of Science (A.S.) Networking Specialist, System, Networking, and LAN/WAN Management/Manager
Gwinnett Technical College 2010 — 2013
Associate of Science (A.S.) Information Security Specialist, Computer and Information Systems Security/Information Assurance
Opus Integrated Business Systems December 2013 - Present
Experis IT October 2013 - December 2013
TeleNet Marketing Solutions May 2011 - September 2013
FedEx Ground February 2010 - May 2011
Burford's Tree Surgeons February 2005 - September 2009
Aflac October 2001 - August 2004
Morgan Stanley Smith Barney June 2000 - June 2001
Skills
Customer Service, Time Management, Marketing Communications, Microsoft Office, Sales, PowerPoint, Microsoft Word, Microsoft Excel, Networking, Social Networking, Call Centers, Software Documentation, Marketing, Leadership, Social Media, Troubleshooting, Windows, Team Leadership, Management, Inventory Management, Account Management, Training, HTML, Access, Outlook, Team Building, Project Management, Computer Hardware, Windows 7, Cold Calling, Active Directory, Telemarketing, Servers, Technical Support, Lead Management, Data Entry, B2B Marketing, Software Installation, System Administration, Operating Systems, VPN, Analysis, Lead Generation
Education
Gwinnett Technical College 2010 — 2013
Associate of Science (A.S.) Networking Specialist, System, Networking, and LAN/WAN Management/Manager
Gwinnett Technical College 2010 — 2013
Associate of Science (A.S.) Information Security Specialist, Computer and Information Systems Security/Information Assurance
Larry McLean Larry McLean's Morgan Stanley Smith Barney Experience January 1981 - May 2008
Job Senior Vice President, Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott January 2008 - Present
Morgan Stanley Smith Barney January 1981 - May 2008
Merrill Lynch April 1975 - January 1981
Skills
Strategic Financial..., Small Business, Pensions, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Equities, Asset Management, Fixed Income, Insurance, Asset Allocation, Team Leadership, Management
Education
Georgia College and State University 1971 — 1972
Organic Chemistry
Kutztown University of Pennsylvania 1966 — 1970
BS, Liberal Arts and Sciences/Liberal Studies
Janney Montgomery Scott January 2008 - Present
Morgan Stanley Smith Barney January 1981 - May 2008
Merrill Lynch April 1975 - January 1981
Skills
Strategic Financial..., Small Business, Pensions, Retirement Planning, Investments, Mutual Funds, Portfolio Management, Equities, Asset Management, Fixed Income, Insurance, Asset Allocation, Team Leadership, Management
Education
Georgia College and State University 1971 — 1972
Organic Chemistry
Kutztown University of Pennsylvania 1966 — 1970
BS, Liberal Arts and Sciences/Liberal Studies
Charlotte Elizabeth Charlotte Elizabeth's Morgan Stanley Smith Barney Experience August 2001 - October 2010
Job Photographer
Industry Photography
Experience
Charlotte Elizabeth Photographer January 2011 - Present
Morgan Stanley Smith Barney August 2001 - October 2010
Skills
Photography
Education
Georgetown University 2004 — 2005
Center for Financial Planning, Financial Planning
James Madison University 1997 — 2001
BBA, International Business
Bryn Mawr School for Girls 1990 — 1997
Charlotte Elizabeth Photographer January 2011 - Present
Morgan Stanley Smith Barney August 2001 - October 2010
Skills
Photography
Education
Georgetown University 2004 — 2005
Center for Financial Planning, Financial Planning
James Madison University 1997 — 2001
BBA, International Business
Bryn Mawr School for Girls 1990 — 1997
John Patek John Patek's Morgan Stanley Smith Barney Experience 2005 - 2010
Job Managing Director, Bentley Associates L.P.
Industry Banking
Experience
Bentley Associates L.P. June 2010 - Present
Morgan Stanley Smith Barney 2005 - 2010
Baker Program - Georgetown University 1998 - 2010
Georgetown College 2006 - 2009
Shattuck Hammond Partners LLC 2001 - 2005
PriceWaterhouseCoopers Securities LLC 1996 - 2001
BANC OF AMERICA SECURITIES (FORMERLY CONTINENTAL BANK) 1990 - 1996
WELLS FARGO SECURITES, LLC (FORMERLY PRUDENTIAL SECURITIES) 1986 - 1990
JP MORGAN SECURITIES (FORMERLY THE FIRST NATIONAL BANK OF CHICAGO) 1976 - 1986
Skills
Investment Banking, Private Equity, Entrepreneurship, Divestitures, Investments, Negotiation, Capital, Portfolio Management, Equities
Education
The University of Chicago - Booth School of Business 1976 — 1979
MBA, Accounting and Finance
Georgetown University 1972 — 1976
BA
Marquette University High School 1968 — 1972
St Pius grade school
St Pius grade school
Bentley Associates L.P. June 2010 - Present
Morgan Stanley Smith Barney 2005 - 2010
Baker Program - Georgetown University 1998 - 2010
Georgetown College 2006 - 2009
Shattuck Hammond Partners LLC 2001 - 2005
PriceWaterhouseCoopers Securities LLC 1996 - 2001
BANC OF AMERICA SECURITIES (FORMERLY CONTINENTAL BANK) 1990 - 1996
WELLS FARGO SECURITES, LLC (FORMERLY PRUDENTIAL SECURITIES) 1986 - 1990
JP MORGAN SECURITIES (FORMERLY THE FIRST NATIONAL BANK OF CHICAGO) 1976 - 1986
Skills
Investment Banking, Private Equity, Entrepreneurship, Divestitures, Investments, Negotiation, Capital, Portfolio Management, Equities
Education
The University of Chicago - Booth School of Business 1976 — 1979
MBA, Accounting and Finance
Georgetown University 1972 — 1976
BA
Marquette University High School 1968 — 1972
St Pius grade school
St Pius grade school
Justin Bechtold Justin Bechtold's Morgan Stanley Smith Barney Experience April 2011 - August 2011
Job Home Remodeling Consultant
Industry Construction
Experience
Power Home Remodeling Group October 2011 - Present
Morgan Stanley Smith Barney April 2011 - August 2011
Fremco LLC July 2008 - January 2011
Morgan Stanley June 2006 - August 2006
Long Shore Sailing School June 2001 - August 2003
Skills
New Business Development, Account Management, Cold Calling, Salesforce.com, Sales, Sales Process, B2B, Sales Management, Negotiation, Marketing Strategy, Team Building, Marketing, Lead Generation, Customer Service, Direct Sales, Business Development, Sales Presentations
Education
University of New Hampshire 2003 — 2007
B.A., Psychology
Griffith University 2006 — 2006
Bachelor of Arts, Psychology
Power Home Remodeling Group October 2011 - Present
Morgan Stanley Smith Barney April 2011 - August 2011
Fremco LLC July 2008 - January 2011
Morgan Stanley June 2006 - August 2006
Long Shore Sailing School June 2001 - August 2003
Skills
New Business Development, Account Management, Cold Calling, Salesforce.com, Sales, Sales Process, B2B, Sales Management, Negotiation, Marketing Strategy, Team Building, Marketing, Lead Generation, Customer Service, Direct Sales, Business Development, Sales Presentations
Education
University of New Hampshire 2003 — 2007
B.A., Psychology
Griffith University 2006 — 2006
Bachelor of Arts, Psychology
Nick Mahoney Nick Mahoney's Morgan Stanley Smith Barney Experience May 2011 - April 2012
Job Advertiser Account Manager at CJ Affiliate by Conversant
Industry Marketing and Advertising
Experience
CJ Affiliate by Conversant April 2015 - Present
Cardinal Web Solutions, LLC May 2013 - March 2015
HyperQuest, Inc., a Solera Company April 2012 - May 2013
Morgan Stanley Smith Barney May 2011 - April 2012
Skills
Account Management, Customer Service, Leadership, Insurance, Marketing Strategy, New Business Development, Financial Analysis, Sales, Negotiation, Portfolio Management, Strategic Planning, Finance, Management, Process Improvement, Strategy, Contract Negotiation, Business Strategy, Client Retention, New Product..., Customer Retention, Microsoft Excel, Salesforce.com
Education
Georgia State University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Woodstock High School
CJ Affiliate by Conversant April 2015 - Present
Cardinal Web Solutions, LLC May 2013 - March 2015
HyperQuest, Inc., a Solera Company April 2012 - May 2013
Morgan Stanley Smith Barney May 2011 - April 2012
Skills
Account Management, Customer Service, Leadership, Insurance, Marketing Strategy, New Business Development, Financial Analysis, Sales, Negotiation, Portfolio Management, Strategic Planning, Finance, Management, Process Improvement, Strategy, Contract Negotiation, Business Strategy, Client Retention, New Product..., Customer Retention, Microsoft Excel, Salesforce.com
Education
Georgia State University 2006 — 2011
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Woodstock High School
Vishal Korlipara Vishal Korlipara's Morgan Stanley Smith Barney Experience May 2012 - July 2012
Job Director of Media at Lead Horse Marketing
Industry Marketing and Advertising
Experience
Lead Horse Marketing September 2015 - Present
Lead Horse Marketing May 2015 - September 2015
Response Mine Interactive October 2014 - May 2015
Elite SEM March 2013 - September 2014
NCAA August 2011 - December 2012
Georgia Institute of Technology August 2008 - December 2012
Morgan Stanley Smith Barney May 2012 - July 2012
Skills
Data Analysis, Bloomberg Terminal, Financial Analysis, Investments, Microsoft Excel, Equity Trading, Financial Modeling, Microsoft Office, Value Investing, PowerPoint, Microsoft Word, Analytics, Finance, Research, Quantitative Analytics, Digital Marketing, Paid Search Strategy, Paid Search Campaigns, Online Marketing, PPC, PPC Bid Management, Google Adwords, Google Analytics, Online Advertising, Web Analytics, E-commerce, MSN AdCenter, Yahoo Search Marketing, Online Lead Generation, Statistics, Facebook, Economics, Spanish, adwords, Management, Social Media, Social Media Marketing, Marketing
Education
Georgia Institute of Technology 2008 — 2012
BS in Business Administration, Finance and Accounting
Lincoln Park Academy 2005 — 2008
High School Diploma with IB
Lead Horse Marketing September 2015 - Present
Lead Horse Marketing May 2015 - September 2015
Response Mine Interactive October 2014 - May 2015
Elite SEM March 2013 - September 2014
NCAA August 2011 - December 2012
Georgia Institute of Technology August 2008 - December 2012
Morgan Stanley Smith Barney May 2012 - July 2012
Skills
Data Analysis, Bloomberg Terminal, Financial Analysis, Investments, Microsoft Excel, Equity Trading, Financial Modeling, Microsoft Office, Value Investing, PowerPoint, Microsoft Word, Analytics, Finance, Research, Quantitative Analytics, Digital Marketing, Paid Search Strategy, Paid Search Campaigns, Online Marketing, PPC, PPC Bid Management, Google Adwords, Google Analytics, Online Advertising, Web Analytics, E-commerce, MSN AdCenter, Yahoo Search Marketing, Online Lead Generation, Statistics, Facebook, Economics, Spanish, adwords, Management, Social Media, Social Media Marketing, Marketing
Education
Georgia Institute of Technology 2008 — 2012
BS in Business Administration, Finance and Accounting
Lincoln Park Academy 2005 — 2008
High School Diploma with IB
Donald McLee Donald McLee's Morgan Stanley Smith Barney Experience August 2008 - December 2008
Job Equity Research Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities January 2013 - Present
Credit Suisse July 2010 - June 2012
U.S. International Trade Commission August 2009 - May 2010
Credit Suisse June 2009 - August 2009
Morgan Stanley Smith Barney August 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, LBO, M&A experience, DCF, Comparative Analysis, Leveraged Finance, Joint Ventures, Corporate Finance, Investment Banking, Series 79 License, Series 7 License, Series 63 License, Series 86 License, Series 87 License
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Wells Fargo Securities January 2013 - Present
Credit Suisse July 2010 - June 2012
U.S. International Trade Commission August 2009 - May 2010
Credit Suisse June 2009 - August 2009
Morgan Stanley Smith Barney August 2008 - December 2008
Skills
Financial Modeling, Financial Analysis, LBO, M&A experience, DCF, Comparative Analysis, Leveraged Finance, Joint Ventures, Corporate Finance, Investment Banking, Series 79 License, Series 7 License, Series 63 License, Series 86 License, Series 87 License
Education
Georgetown University - The McDonough School of Business 2006 — 2010
Bachelor of Business Administration (BBA), Finance
Anthony Iorio Anthony Iorio's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Accounting & Finance Associate at Winged Keel Group
Industry Accounting
Experience
Winged Keel Group December 2014 - Present
Pace University January 2014 - Present
AvePoint April 2014 - November 2014
CareOne Management LLC October 2013 - April 2014
CareOne Management LLC August 2012 - September 2013
CareOne Management LLC June 2012 - July 2012
Gettysburg College Campus Recreation January 2010 - January 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Accounting, Accounts Payable, Account Reconciliation, Financial Analysis, Finance, Analysis, Financial Statements, Journal Entries, Variance Analysis
Education
Pace University - Lubin School of Business 2014 — 2017
Master of Business Administration (M.B.A.), Accounting
Gettysburg College 2008 — 2012
Bachelor of Arts (B.A.), Organization and Management Studies, Alumni
Bergen Catholic 2004 — 2008
Winged Keel Group December 2014 - Present
Pace University January 2014 - Present
AvePoint April 2014 - November 2014
CareOne Management LLC October 2013 - April 2014
CareOne Management LLC August 2012 - September 2013
CareOne Management LLC June 2012 - July 2012
Gettysburg College Campus Recreation January 2010 - January 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Accounting, Accounts Payable, Account Reconciliation, Financial Analysis, Finance, Analysis, Financial Statements, Journal Entries, Variance Analysis
Education
Pace University - Lubin School of Business 2014 — 2017
Master of Business Administration (M.B.A.), Accounting
Gettysburg College 2008 — 2012
Bachelor of Arts (B.A.), Organization and Management Studies, Alumni
Bergen Catholic 2004 — 2008
Mariam Ibrahim Mariam Ibrahim's Morgan Stanley Smith Barney Experience January 2009 - August 2009
Job Business Analyst Team Lead Amtrust
Industry Information Technology and Services
Experience
AmTrust Financial Services, Inc. (AFSI) July 2014 - Present
Leidos December 2012 - June 2014
SAIC September 2010 - December 2012
SAIC 2012 - 2012
Morgan Stanley Smith Barney January 2009 - August 2009
Skills
Requirements Analysis, SDLC, Visio, Requirements Gathering, Business Analysis, SharePoint, Business Requirements, PMP, Software Documentation, Integration, Analysis, Requirements Management, Systems Analysis, User Acceptance Testing, Process Improvement, Risk Management, Software Project..., MS Project, Program Management, Microsoft Project
Education
Georgia State University 2010 — 2013
Master's Degree, Public Health- Policy and Management, 3.8
Georgia State University 2009 — 2010
Certificate, Computer Technology/Computer Systems Technology, 3.8
Georgia State University - J. Mack Robinson College of Business 2005 — 2010
Bachelor in Business Administration, Finance and Computer Information Systems, 3.7
AmTrust Financial Services, Inc. (AFSI) July 2014 - Present
Leidos December 2012 - June 2014
SAIC September 2010 - December 2012
SAIC 2012 - 2012
Morgan Stanley Smith Barney January 2009 - August 2009
Skills
Requirements Analysis, SDLC, Visio, Requirements Gathering, Business Analysis, SharePoint, Business Requirements, PMP, Software Documentation, Integration, Analysis, Requirements Management, Systems Analysis, User Acceptance Testing, Process Improvement, Risk Management, Software Project..., MS Project, Program Management, Microsoft Project
Education
Georgia State University 2010 — 2013
Master's Degree, Public Health- Policy and Management, 3.8
Georgia State University 2009 — 2010
Certificate, Computer Technology/Computer Systems Technology, 3.8
Georgia State University - J. Mack Robinson College of Business 2005 — 2010
Bachelor in Business Administration, Finance and Computer Information Systems, 3.7
Angela Calvin, CFP(R) Angela Calvin, CFP(R)'s Morgan Stanley Smith Barney Experience May 1996 - February 2009
Job WEALTH ADVISOR, Senior Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS February 2009 - Present
Morgan Stanley Smith Barney May 1996 - February 2009
Education
Georgia State University - J. Mack Robinson College of Business 1992 — 1994
MBA, Finance - Investments
Louisiana Tech University 1984 — 1988
BS, Biomedical Engineering
UBS February 2009 - Present
Morgan Stanley Smith Barney May 1996 - February 2009
Education
Georgia State University - J. Mack Robinson College of Business 1992 — 1994
MBA, Finance - Investments
Louisiana Tech University 1984 — 1988
BS, Biomedical Engineering
Eric Strese Eric Strese's Morgan Stanley Smith Barney Experience 2005 - 2010
Job Associate at EFA Partners
Industry Investment Banking
Experience
EFA Partners LLC August 2013 - Present
Taylor Consulting Group 2011 - 2013
Morgan Stanley Smith Barney 2005 - 2010
Security Bank of Bibb County 2002 - 2005
Skills
Corporate Finance, Restructuring, Equity Valuation, Financial Accounting, DCF Valuation, Mergers & Acquisitions, Financial Structuring, Valuation Modeling, Public Companies, Private Companies, Comparable Analysis, M&A experience, Debt Restructuring, Capital Raising, Valuation, Credit Analysis
Education
University of Georgia - Terry College of Business 1998 — 2002
Bachelor of Business Administration, Finance
Georgia State University - J. Mack Robinson College of Business
Master of Business Administration, Finance 2010
Georgia State University, Robinson College of Business
Master, Science Finance
EFA Partners LLC August 2013 - Present
Taylor Consulting Group 2011 - 2013
Morgan Stanley Smith Barney 2005 - 2010
Security Bank of Bibb County 2002 - 2005
Skills
Corporate Finance, Restructuring, Equity Valuation, Financial Accounting, DCF Valuation, Mergers & Acquisitions, Financial Structuring, Valuation Modeling, Public Companies, Private Companies, Comparable Analysis, M&A experience, Debt Restructuring, Capital Raising, Valuation, Credit Analysis
Education
University of Georgia - Terry College of Business 1998 — 2002
Bachelor of Business Administration, Finance
Georgia State University - J. Mack Robinson College of Business
Master of Business Administration, Finance 2010
Georgia State University, Robinson College of Business
Master, Science Finance
Jason Shrader's Morgan Stanley Smith Barney Experience October 2008 - April 2009
Job Wells Fargo Securities Associate
Industry Banking
Experience
Wells Fargo August 2012 - Present
Wells Fargo November 2010 - September 2012
Bank of America July 2010 - November 2010
Skype October 2009 - December 2009
Federal Reserve Bank of Richmond May 2009 - August 2009
Morgan Stanley Smith Barney October 2008 - April 2009
Capital Trade May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Valuation, Portfolio Management, Capital Markets, Finance, Credit, Bloomberg, Analysis, Investments, Loans, Investment Banking
Education
Guilford College 2007 — 2010
B.A/B.S, Economics, Accounting, 3.72
Camden
Wells Fargo August 2012 - Present
Wells Fargo November 2010 - September 2012
Bank of America July 2010 - November 2010
Skype October 2009 - December 2009
Federal Reserve Bank of Richmond May 2009 - August 2009
Morgan Stanley Smith Barney October 2008 - April 2009
Capital Trade May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Valuation, Portfolio Management, Capital Markets, Finance, Credit, Bloomberg, Analysis, Investments, Loans, Investment Banking
Education
Guilford College 2007 — 2010
B.A/B.S, Economics, Accounting, 3.72
Camden
Daniel Stewart Daniel Stewart's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2014 - Present
Hussar & Co. June 2013 - March 2014
Spanish & Portuguese Department of Georgetown University September 2010 - May 2013
S&P Dow Jones Indices May 2012 - August 2012
Compass Partners of Georgetown University October 2010 - October 2011
Morgan Stanley Smith Barney June 2011 - August 2011
Marina Del Rey Caterers June 2007 - August 2011
Skills
Market Research, Microsoft Excel, PowerPoint, Bloomberg Terminal, Thompson One, Financial Analysis, Intermediate Spanish, Microsoft Word
Education
Georgetown University 2009 — 2013
Bachelor of Arts (B.A.), American Studies
Fordham Preparatory School 2005 — 2009
J.P. Morgan April 2014 - Present
Hussar & Co. June 2013 - March 2014
Spanish & Portuguese Department of Georgetown University September 2010 - May 2013
S&P Dow Jones Indices May 2012 - August 2012
Compass Partners of Georgetown University October 2010 - October 2011
Morgan Stanley Smith Barney June 2011 - August 2011
Marina Del Rey Caterers June 2007 - August 2011
Skills
Market Research, Microsoft Excel, PowerPoint, Bloomberg Terminal, Thompson One, Financial Analysis, Intermediate Spanish, Microsoft Word
Education
Georgetown University 2009 — 2013
Bachelor of Arts (B.A.), American Studies
Fordham Preparatory School 2005 — 2009
Jaclyn Markowitz Jaclyn Markowitz's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Sales & Trading Analyst at Citi
Industry Financial Services
Experience
Citi June 2014 - Present
Morgan Stanley June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Senator Frank Lautenberg's Newark, New Jersey Office May 2011 - August 2011
Scholar Rescue Fund May 2010 - July 2010
Skills
Economics, Analysis, Research, Spanish, Microsoft Excel, Financial Analysis, International Economics, Financial Economics, PowerPoint, Series 7, Series 63
Education
Georgetown University 2010 — 2014
Bachelor of Science in Foreign Service (BSFS), International Economics, Magna Cum Laude
University of St. Andrews 2013 — 2013
Spring Study Abroad, School of Economics
Citi June 2014 - Present
Morgan Stanley June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Senator Frank Lautenberg's Newark, New Jersey Office May 2011 - August 2011
Scholar Rescue Fund May 2010 - July 2010
Skills
Economics, Analysis, Research, Spanish, Microsoft Excel, Financial Analysis, International Economics, Financial Economics, PowerPoint, Series 7, Series 63
Education
Georgetown University 2010 — 2014
Bachelor of Science in Foreign Service (BSFS), International Economics, Magna Cum Laude
University of St. Andrews 2013 — 2013
Spring Study Abroad, School of Economics
Bao H Nguyen Bao H Nguyen's Morgan Stanley Smith Barney Experience March 2011 - June 2011
Job Intern at AXA Advisors
Industry Accounting
Experience
AXA Advisors June 2013 - August 2013
Marshalls Retail October 2011 - May 2013
Morgan Stanley Smith Barney March 2011 - June 2011
Skills
Analysis, Collaborative Leadership, Problem Solving, Learning Quickly, Outstanding verbal, Pressure Handling, Risk Analytics, Building Relationships, Entrepreneurship, Resource Allocation, Negotiation, Meticulous eye for..., Result Oriented Approach, Financial Modeling, Team Management, High level of initiative, Multitasking Skills, Quantitative Research, Microsoft Excel, Critical Thinking, Report Writing, Deadline Driven, Adaptable to Changes, Outstanding time..., Enthusiastic..., Organization, Strategic Planning, Analytic Thinking, Financial Forecasting, Superior Work Ethic, Communication Skills, Committment
Education
Golden Gate University 2012 — 2013
Master's degree, Accounting, GPA 3.65
University of California, Davis 2007 — 2011
Bachelor of Science (B.S.), Managerial Economics, GPA 3.35
AXA Advisors June 2013 - August 2013
Marshalls Retail October 2011 - May 2013
Morgan Stanley Smith Barney March 2011 - June 2011
Skills
Analysis, Collaborative Leadership, Problem Solving, Learning Quickly, Outstanding verbal, Pressure Handling, Risk Analytics, Building Relationships, Entrepreneurship, Resource Allocation, Negotiation, Meticulous eye for..., Result Oriented Approach, Financial Modeling, Team Management, High level of initiative, Multitasking Skills, Quantitative Research, Microsoft Excel, Critical Thinking, Report Writing, Deadline Driven, Adaptable to Changes, Outstanding time..., Enthusiastic..., Organization, Strategic Planning, Analytic Thinking, Financial Forecasting, Superior Work Ethic, Communication Skills, Committment
Education
Golden Gate University 2012 — 2013
Master's degree, Accounting, GPA 3.65
University of California, Davis 2007 — 2011
Bachelor of Science (B.S.), Managerial Economics, GPA 3.35
Ranodah Swan Ranodah Swan's Morgan Stanley Smith Barney Experience February 2012 - October 2012
Job Training Coordinator at Charter Schools USA
Industry Computer Software
Experience
Charter Schools USA December 2012 - Present
Morgan Stanley Smith Barney February 2012 - October 2012
US Army January 2009 - December 2010
School Board of Broward County January 2005 - January 2010
DaVita January 2007 - December 2007
Skills
Instructional Design, Instructor-led Training, Training, Software Documentation, Visio, Microsoft Office, SharePoint, Outlook, Access, Leadership, Program Management, E-Learning, Adult Education, Staff Development, Team Leadership, Team Building, Data Analysis, PowerPoint, Learning Management..., Project Management, Facebook, Social Networking, Entrepreneurship, Nonprofits, Customer Service, Sales, Microsoft Excel, Public Speaking, Event Management
Education
Palm Beach Community College 2009 — 2012
BAS, Business Admin
Grambling State University 1997 — 1999
Charter Schools USA December 2012 - Present
Morgan Stanley Smith Barney February 2012 - October 2012
US Army January 2009 - December 2010
School Board of Broward County January 2005 - January 2010
DaVita January 2007 - December 2007
Skills
Instructional Design, Instructor-led Training, Training, Software Documentation, Visio, Microsoft Office, SharePoint, Outlook, Access, Leadership, Program Management, E-Learning, Adult Education, Staff Development, Team Leadership, Team Building, Data Analysis, PowerPoint, Learning Management..., Project Management, Facebook, Social Networking, Entrepreneurship, Nonprofits, Customer Service, Sales, Microsoft Excel, Public Speaking, Event Management
Education
Palm Beach Community College 2009 — 2012
BAS, Business Admin
Grambling State University 1997 — 1999
Don Stamps, PMP, CSM Don Stamps, PMP, CSM's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Technical Account Manager at Intivix
Industry Information Technology and Services
Experience
Intivix April 2015 - Present
Ricoh Americas Corporation June 2012 - April 2015
Morgan Stanley Smith Barney 2010 - 2011
Oracle 2005 - 2009
Dimension Data 2004 - 2005
Genesys 2003 - 2004
Nuance Communications 2002 - 2003
Verascape 2001 - 2002
Nortel 1990 - 2001
Skills
Enterprise Software, Cloud Computing, Telecommunications, CRM, Professional Services, Integration, Business Development, Strategy, Pre-sales, SaaS, Disaster Recovery, Sales, Unified Communications, VoIP, New Business Development, Solution Selling, Networking, Virtualization, Consulting, IT Strategy, Security, IT Management, Leadership, Network Design, Call Centers, Data Center, Information Technology, Management, Project Management, Solution Architecture, Strategic Planning, Technical Support, Agile Project Management
Education
University of California, Berkeley, Haas School of Business
Certificate in Project Management, Project Management
Golden Gate University
MS, Computer Information Systems
University of Louisville
MBA, Business
Grace College & Seminary
BS, Psychology and Education
Intivix April 2015 - Present
Ricoh Americas Corporation June 2012 - April 2015
Morgan Stanley Smith Barney 2010 - 2011
Oracle 2005 - 2009
Dimension Data 2004 - 2005
Genesys 2003 - 2004
Nuance Communications 2002 - 2003
Verascape 2001 - 2002
Nortel 1990 - 2001
Skills
Enterprise Software, Cloud Computing, Telecommunications, CRM, Professional Services, Integration, Business Development, Strategy, Pre-sales, SaaS, Disaster Recovery, Sales, Unified Communications, VoIP, New Business Development, Solution Selling, Networking, Virtualization, Consulting, IT Strategy, Security, IT Management, Leadership, Network Design, Call Centers, Data Center, Information Technology, Management, Project Management, Solution Architecture, Strategic Planning, Technical Support, Agile Project Management
Education
University of California, Berkeley, Haas School of Business
Certificate in Project Management, Project Management
Golden Gate University
MS, Computer Information Systems
University of Louisville
MBA, Business
Grace College & Seminary
BS, Psychology and Education
Beth Watson's Morgan Stanley Smith Barney Experience January 2010 - September 2011
Job Ideas and Relationships
Industry Internet
Experience
SproutUp April 2015 - July 2015
Indochino March 2013 - December 2014
Morgan Stanley Smith Barney January 2010 - September 2011
National Pork Producers Council May 2005 - December 2009
Skills
Global Economic Policy, Government Relations, Financial Management, Public Policy, Policy Analysis, Economics, Government, Policy, Strategic Planning, Research, Politics, Public Speaking, Investments, International Relations, Strategic Communications, Fundraising, Speech Writing, Media Relations, Crisis Communications, Business Development, Legislative Relations, Strategy, Management, Marketing, Social Media, Public Relations, Leadership, Nonprofits, Event Planning, Project Management, Program Management, Training, Marketing Strategy, Finance, Customer Service, Proposal Writing, Market Research, Community Outreach, Blogging, Start-ups, CRM, Business Strategy, Writing, Social Networking, Editing, New Business Development
Education
Georgetown University 2006 — 2008
MS Candidate, Mathematics and Statistics
Gordon College 2001 — 2005
Bachelor of Arts, Economics and Mathematics
Trinity College, Dublin 2003 — 2004
SproutUp April 2015 - July 2015
Indochino March 2013 - December 2014
Morgan Stanley Smith Barney January 2010 - September 2011
National Pork Producers Council May 2005 - December 2009
Skills
Global Economic Policy, Government Relations, Financial Management, Public Policy, Policy Analysis, Economics, Government, Policy, Strategic Planning, Research, Politics, Public Speaking, Investments, International Relations, Strategic Communications, Fundraising, Speech Writing, Media Relations, Crisis Communications, Business Development, Legislative Relations, Strategy, Management, Marketing, Social Media, Public Relations, Leadership, Nonprofits, Event Planning, Project Management, Program Management, Training, Marketing Strategy, Finance, Customer Service, Proposal Writing, Market Research, Community Outreach, Blogging, Start-ups, CRM, Business Strategy, Writing, Social Networking, Editing, New Business Development
Education
Georgetown University 2006 — 2008
MS Candidate, Mathematics and Statistics
Gordon College 2001 — 2005
Bachelor of Arts, Economics and Mathematics
Trinity College, Dublin 2003 — 2004
Shannon Hobbs Shannon Hobbs's Morgan Stanley Smith Barney Experience June 2009 - September 2009
Job Head of Human Resources for Commercial Banking at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase December 2012 - Present
JP Morgan Chase September 2012 - December 2012
JP Morgan Chase February 2011 - September 2012
JPMorgan Chase September 2009 - February 2011
JPMorgan Chase July 2010 - September 2010
Morgan Stanley Smith Barney June 2009 - September 2009
Smith Barney, Citi -Global Wealth Management April 2008 - June 2009
Citi - Global Wealth Management July 2005 - April 2008
Citigroup - Smith Barney August 1996 - July 2005
Smith Barney July 1995 - August 1996
Skills
Employee Relations, Employee Benefits, Leadership, Executive Management, HR Consulting, Payroll, Workshop Facilitation, Succession Planning, Deferred Compensation, Talent Management, Benefits Administration, Onboarding, Trusted Advisor, Talent Developer, Sales Compensation, Compensation & Benefit, Change Management, Management, Mergers, Reorganisation
Education
Golden Gate University
Masters of Science, Organizational Development
University of South Carolina-Columbia 1988 — 1992
BA, Political Science
JPMorgan Chase December 2012 - Present
JP Morgan Chase September 2012 - December 2012
JP Morgan Chase February 2011 - September 2012
JPMorgan Chase September 2009 - February 2011
JPMorgan Chase July 2010 - September 2010
Morgan Stanley Smith Barney June 2009 - September 2009
Smith Barney, Citi -Global Wealth Management April 2008 - June 2009
Citi - Global Wealth Management July 2005 - April 2008
Citigroup - Smith Barney August 1996 - July 2005
Smith Barney July 1995 - August 1996
Skills
Employee Relations, Employee Benefits, Leadership, Executive Management, HR Consulting, Payroll, Workshop Facilitation, Succession Planning, Deferred Compensation, Talent Management, Benefits Administration, Onboarding, Trusted Advisor, Talent Developer, Sales Compensation, Compensation & Benefit, Change Management, Management, Mergers, Reorganisation
Education
Golden Gate University
Masters of Science, Organizational Development
University of South Carolina-Columbia 1988 — 1992
BA, Political Science
Kristen Aloma Kristen Aloma's Morgan Stanley Smith Barney Experience December 2003 - May 2010
Job Client Service Associate at CAM Private Wealth Services
Industry Financial Services
Experience
CAM Private Wealth Services October 2011 - Present
lululemon athletica September 2010 - January 2012
Morgan Stanley Smith Barney December 2003 - May 2010
John Hancock Financial April 2003 - December 2003
Modern Continental Construction October 2002 - March 2003
Education
Northern Virginia Community College 2010 — 2011
A.A.S, Paralegal Studies
George Mason University 2009 — 2009
Sacred Heart University 1998 — 2002
B.A., Political Science
CAM Private Wealth Services October 2011 - Present
lululemon athletica September 2010 - January 2012
Morgan Stanley Smith Barney December 2003 - May 2010
John Hancock Financial April 2003 - December 2003
Modern Continental Construction October 2002 - March 2003
Education
Northern Virginia Community College 2010 — 2011
A.A.S, Paralegal Studies
George Mason University 2009 — 2009
Sacred Heart University 1998 — 2002
B.A., Political Science
Jennifer (Young) Rosenau, CISA's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Engagement Manager, Sox Technology at Comcast
Industry Information Technology and Services
Experience
Comcast September 2015 - Present
PwC July 2014 - September 2015
PwC August 2013 - June 2014
PwC July 2011 - August 2013
Georgetown University Office of Student Affairs September 2008 - July 2011
LivingSocial May 2010 - December 2010
Alpha Kappa Psi January 2010 - May 2010
Alpha Kappa Psi September 2009 - December 2009
Morgan Stanley Smith Barney June 2009 - August 2009
Kupper Engineering, Inc. June 2006 - August 2009
Skills
Investments, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science (B.S.), Operations & Information Management / Finance
MSJA
Comcast September 2015 - Present
PwC July 2014 - September 2015
PwC August 2013 - June 2014
PwC July 2011 - August 2013
Georgetown University Office of Student Affairs September 2008 - July 2011
LivingSocial May 2010 - December 2010
Alpha Kappa Psi January 2010 - May 2010
Alpha Kappa Psi September 2009 - December 2009
Morgan Stanley Smith Barney June 2009 - August 2009
Kupper Engineering, Inc. June 2006 - August 2009
Skills
Investments, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2007 — 2011
Bachelor of Science (B.S.), Operations & Information Management / Finance
MSJA
Ronak Parikh's Morgan Stanley Smith Barney Experience October 2010 - May 2011
Job Strategy and Operations Business Analyst at Deloitte
Industry Management Consulting
Experience
Deloitte February 2015 - Present
InPods August 2014 - February 2015
District of Columbia Public Schools (DCPS) July 2012 - June 2014
Teach For America June 2012 - June 2014
Bank of America Merrill Lynch June 2011 - August 2011
Morgan Stanley Smith Barney October 2010 - May 2011
Arupro Management LLC May 2009 - August 2010
Georgetown University August 2009 - May 2010
Skills
Research, Financial Modeling, Teaching, Analysis, Community Outreach, Program Management, Public Speaking, Microsoft Office, PowerPoint, Data Analysis, Microsoft Excel, Microsoft Word, Editing, Tutoring, Lesson Planning, Outlook
Education
Georgetown University 2008 — 2012
Bachelor's Degree, Majors: Finance, International Business; Minors: Government, Economics
The Chinese University of Hong Kong 2010 — 2010
Comparative Business: The Asia-Pacific Perspective
Fort Lee High School 2005 — 2008
Salutatorian
Deloitte February 2015 - Present
InPods August 2014 - February 2015
District of Columbia Public Schools (DCPS) July 2012 - June 2014
Teach For America June 2012 - June 2014
Bank of America Merrill Lynch June 2011 - August 2011
Morgan Stanley Smith Barney October 2010 - May 2011
Arupro Management LLC May 2009 - August 2010
Georgetown University August 2009 - May 2010
Skills
Research, Financial Modeling, Teaching, Analysis, Community Outreach, Program Management, Public Speaking, Microsoft Office, PowerPoint, Data Analysis, Microsoft Excel, Microsoft Word, Editing, Tutoring, Lesson Planning, Outlook
Education
Georgetown University 2008 — 2012
Bachelor's Degree, Majors: Finance, International Business; Minors: Government, Economics
The Chinese University of Hong Kong 2010 — 2010
Comparative Business: The Asia-Pacific Perspective
Fort Lee High School 2005 — 2008
Salutatorian
Matthew P. Burke Matthew P. Burke's Morgan Stanley Smith Barney Experience June 2007 - June 2010
Job BNP Paribas Merchant Banking Group
Industry Financial Services
Experience
BNP Paribas April 2014 - Present
GE Antares Capital & TMT Sponsor Finance August 2011 - April 2014
Prudence Holdings February 2011 - October 2011
Morgan Stanley Smith Barney June 2007 - June 2010
Smith Barney May 2006 - June 2007
Education
Georgetown University - The McDonough School of Business 2003 — 2007
B.S.B.A., Finance, International Business, Government
St. John's Preparatory School 1999 — 2003
BNP Paribas April 2014 - Present
GE Antares Capital & TMT Sponsor Finance August 2011 - April 2014
Prudence Holdings February 2011 - October 2011
Morgan Stanley Smith Barney June 2007 - June 2010
Smith Barney May 2006 - June 2007
Education
Georgetown University - The McDonough School of Business 2003 — 2007
B.S.B.A., Finance, International Business, Government
St. John's Preparatory School 1999 — 2003
Reilly Davis's Morgan Stanley Smith Barney Experience June 2009 - August 2010
Job Cofounder at CampusKudos
Industry Internet
Experience
CampusKudos December 2014 - Present
Emjoyment March 2014 - December 2014
Google June 2013 - February 2014
Credit Suisse June 2012 - May 2013
Fortify Ventures March 2012 - May 2012
Buyback Brothers July 2009 - May 2012
Credit Suisse June 2011 - August 2011
CME Group June 2010 - June 2011
Morgan Stanley Smith Barney June 2009 - August 2010
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Microsoft Office, Valuation, VBA, Website Development, JavaScript, Investment Banking, Corporate Finance, French, Equities, PHP, Capital Markets, Bloomberg, Equity Research, Excel, Python, Django, PostgreSQL, Heroku, jQuery, Node.js, AngularJS, Public Speaking, Social Media, Entrepreneurship, Research, Management
Education
Georgetown University 2008 — 2011
Bachelor of Science (B.S.) - McDonough School of Business, Finance, Accounting, Economics
The Potomac School 1995 — 2008
CampusKudos December 2014 - Present
Emjoyment March 2014 - December 2014
Google June 2013 - February 2014
Credit Suisse June 2012 - May 2013
Fortify Ventures March 2012 - May 2012
Buyback Brothers July 2009 - May 2012
Credit Suisse June 2011 - August 2011
CME Group June 2010 - June 2011
Morgan Stanley Smith Barney June 2009 - August 2010
Skills
Financial Modeling, Microsoft Excel, Financial Analysis, Microsoft Office, Valuation, VBA, Website Development, JavaScript, Investment Banking, Corporate Finance, French, Equities, PHP, Capital Markets, Bloomberg, Equity Research, Excel, Python, Django, PostgreSQL, Heroku, jQuery, Node.js, AngularJS, Public Speaking, Social Media, Entrepreneurship, Research, Management
Education
Georgetown University 2008 — 2011
Bachelor of Science (B.S.) - McDonough School of Business, Finance, Accounting, Economics
The Potomac School 1995 — 2008
Will Chu's Morgan Stanley Smith Barney Experience June 2009 - September 2009
Job Equity Research Associate IT Hardware and Telecom Equip
Industry Banking
Experience
Credit Suisse June 2014 - Present
Credit Suisse July 2012 - Present
Credit Suisse June 2011 - August 2011
Morgan Stanley Smith Barney June 2009 - September 2009
Skills
HTML, JavaScript, Microsoft Excel, Visual Basic, PowerPoint, Dreamweaver
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (BS), Operations and Information Management; Marketing
Oxford University 2010 — 2010
Summer Abroad, International Finance
Credit Suisse June 2014 - Present
Credit Suisse July 2012 - Present
Credit Suisse June 2011 - August 2011
Morgan Stanley Smith Barney June 2009 - September 2009
Skills
HTML, JavaScript, Microsoft Excel, Visual Basic, PowerPoint, Dreamweaver
Education
Georgetown University - The McDonough School of Business 2008 — 2012
Bachelor of Science (BS), Operations and Information Management; Marketing
Oxford University 2010 — 2010
Summer Abroad, International Finance
Hunter Dougherty Hunter Dougherty's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job Investment Banking Analyst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
National Financial Partners May 2013 - September 2013
Bryce Harlow Foundation September 2012 - May 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Leaders Financial Company June 2011 - August 2011
Skills
Public Speaking, Financial Analysis, Economics, International Relations, Spanish, Industry Research, Social Media, Event Planning, Wordpress, InDesign, Copy Editing, Adobe, Microsoft Office
Education
Georgetown University 2011 — 2015
Bachelors of Science in Foreign Service, International Economics, 3.86
London School of Economics and Political Science 2013 — 2014
General Course
Delbarton School 2005 — 2011
New Jersey Scholars Program 2010 — 2010
Credit Suisse July 2015 - Present
Credit Suisse June 2014 - August 2014
National Financial Partners May 2013 - September 2013
Bryce Harlow Foundation September 2012 - May 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Leaders Financial Company June 2011 - August 2011
Skills
Public Speaking, Financial Analysis, Economics, International Relations, Spanish, Industry Research, Social Media, Event Planning, Wordpress, InDesign, Copy Editing, Adobe, Microsoft Office
Education
Georgetown University 2011 — 2015
Bachelors of Science in Foreign Service, International Economics, 3.86
London School of Economics and Political Science 2013 — 2014
General Course
Delbarton School 2005 — 2011
New Jersey Scholars Program 2010 — 2010
Jim Steiner, CFA, CRCM, CAMS, AMLCA Jim Steiner, CFA, CRCM, CAMS, AMLCA's Morgan Stanley Smith Barney Experience October 2003 - August 2010
Job Executive Vice President & Chief Risk Officer of C1 Bank and C1 Financial, Inc (NYSE:BNK)
Industry Banking
Experience
C1 Bank & C1 Financial, Inc. May 2014 - Present
C1 Bank January 2013 - May 2014
C1 Bank September 2012 - January 2013
Morgan Stanley Smith Barney October 2003 - August 2010
Skills
Financial Risk, Enterprise Risk..., Financial Analysis, Risk Management, Risk Assessment, Bank Mergers, Banking, Strategic Planning, Public Policy, Econometrics, Policy Analysis, Qualified Retirement..., Credit, Investments, Economics, Securities, Portfolio Management, Finance, Asset Management, Statistics, Commercial Banking, Bloomberg, Mergers & Acquisitions, Loans, Stata, Project Management, Project Planning, Data Analysis, Strategic Financial..., Fixed Income, Credit Analysis, Internal Audit, Corporate Finance, Asset Managment, Equity Capital Markets, Executive Management, Information Security..., Policy Writing, Anti Money Laundering
Education
Georgetown University 2010 — 2012
Master of Public Policy, Management & Leadership
University of Oxford 2011 — 2011
Graduate Program, International Management
The George Washington University 1999 — 2003
Bachelor of Business Administration, Finance
C1 Bank & C1 Financial, Inc. May 2014 - Present
C1 Bank January 2013 - May 2014
C1 Bank September 2012 - January 2013
Morgan Stanley Smith Barney October 2003 - August 2010
Skills
Financial Risk, Enterprise Risk..., Financial Analysis, Risk Management, Risk Assessment, Bank Mergers, Banking, Strategic Planning, Public Policy, Econometrics, Policy Analysis, Qualified Retirement..., Credit, Investments, Economics, Securities, Portfolio Management, Finance, Asset Management, Statistics, Commercial Banking, Bloomberg, Mergers & Acquisitions, Loans, Stata, Project Management, Project Planning, Data Analysis, Strategic Financial..., Fixed Income, Credit Analysis, Internal Audit, Corporate Finance, Asset Managment, Equity Capital Markets, Executive Management, Information Security..., Policy Writing, Anti Money Laundering
Education
Georgetown University 2010 — 2012
Master of Public Policy, Management & Leadership
University of Oxford 2011 — 2011
Graduate Program, International Management
The George Washington University 1999 — 2003
Bachelor of Business Administration, Finance
Jim Colbourne Jim Colbourne's Morgan Stanley Smith Barney Experience 2000 - December 2011
Job Relationship Manager at Arista Investment Advisors / InvestNU
Industry Financial Services
Experience
Arista Investment Advisors / Invest-N-U July 2014 - Present
Stephens Inc. January 2012 - July 2014
Morgan Stanley Smith Barney 2000 - December 2011
National Discount Brokers 1994 - 2000
Skills
Wealth Management, Investments, Securities, Equities, Series 7, Series 63, FINRA, Fixed Income, ETFs, Financial Analysis, Management, Equity Trading, Portfolio Management, Asset Management, Alternative Investments, Asset Allocation, Investment Advisory, Mutual Funds, Hedge Funds, Trading
Education
Walton High School 1988 — 1992
Georgia Southern University
Arista Investment Advisors / Invest-N-U July 2014 - Present
Stephens Inc. January 2012 - July 2014
Morgan Stanley Smith Barney 2000 - December 2011
National Discount Brokers 1994 - 2000
Skills
Wealth Management, Investments, Securities, Equities, Series 7, Series 63, FINRA, Fixed Income, ETFs, Financial Analysis, Management, Equity Trading, Portfolio Management, Asset Management, Alternative Investments, Asset Allocation, Investment Advisory, Mutual Funds, Hedge Funds, Trading
Education
Walton High School 1988 — 1992
Georgia Southern University
Michelle Tanner, EA, MS Tax, NTPI Fellow's Morgan Stanley Smith Barney Experience July 1999 - December 2002
Job Enrolled Agent at Michael W. Whipple, CPA
Industry Accounting
Experience
Michael W. Whipple, CPA January 2004 - Present
Perfect Timing May 2003 - December 2003
Morgan Stanley Smith Barney July 1999 - December 2002
Skills
Tax, Tax Preparation, Income Tax, Small Business, Tax Returns, Audit, Trusts, Tax Compliance, LLC, Business Tax, Corporate Tax, Preparation, Tax Advisory, Sales Tax
Education
Golden Gate University 2006 — 2009
Masters of Science, Taxation
Sonoma State University 1996 — 1999
Bachelor of Science, History
University of Pennsylvania - The Wharton School 1993 — 1995
N/A, Accounting, Business
Michael W. Whipple, CPA January 2004 - Present
Perfect Timing May 2003 - December 2003
Morgan Stanley Smith Barney July 1999 - December 2002
Skills
Tax, Tax Preparation, Income Tax, Small Business, Tax Returns, Audit, Trusts, Tax Compliance, LLC, Business Tax, Corporate Tax, Preparation, Tax Advisory, Sales Tax
Education
Golden Gate University 2006 — 2009
Masters of Science, Taxation
Sonoma State University 1996 — 1999
Bachelor of Science, History
University of Pennsylvania - The Wharton School 1993 — 1995
N/A, Accounting, Business
Lauren Kugel Lauren Kugel's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Project Manager at MedStar Family Choice
Industry Hospital & Health Care
Experience
MedStar Family Choice September 2014 - Present
MedStar Family Choice February 2013 - September 2014
MedStar Health October 2012 - February 2013
Kaiser Permanente January 2012 - May 2012
Georgetown University Hospital June 2011 - October 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Fragments, Inc. June 2008 - August 2008
Skills
Healthcare, Process Improvement, Management, Project Management, Microsoft Office, Medicaid Managed Care, Six Sigma, Healthcare Management, SharePoint, Program Implementation, Health Insurance, Health Plan Operations, Strategy, HIPAA, Data Analysis, Community Outreach, Research
Education
Georgetown University 2010 — 2012
Master of Science, Health Systems Administration
Muhlenberg College 2006 — 2010
Bachelor's Degree, Business Administration
Maastricht University 2008 — 2008
Study Abroad, Business Administration
Dana Hall School 2004 — 2006
High School
Jericho High School 2002 — 2004
High School
MedStar Family Choice September 2014 - Present
MedStar Family Choice February 2013 - September 2014
MedStar Health October 2012 - February 2013
Kaiser Permanente January 2012 - May 2012
Georgetown University Hospital June 2011 - October 2011
Morgan Stanley Smith Barney June 2009 - August 2009
Fragments, Inc. June 2008 - August 2008
Skills
Healthcare, Process Improvement, Management, Project Management, Microsoft Office, Medicaid Managed Care, Six Sigma, Healthcare Management, SharePoint, Program Implementation, Health Insurance, Health Plan Operations, Strategy, HIPAA, Data Analysis, Community Outreach, Research
Education
Georgetown University 2010 — 2012
Master of Science, Health Systems Administration
Muhlenberg College 2006 — 2010
Bachelor's Degree, Business Administration
Maastricht University 2008 — 2008
Study Abroad, Business Administration
Dana Hall School 2004 — 2006
High School
Jericho High School 2002 — 2004
High School
Jackson Alton Jackson Alton's Morgan Stanley Smith Barney Experience March 2012 - April 2013
Job Analyst at The Home Depot
Industry Financial Services
Experience
The Home Depot June 2015 - Present
Georgia Bank and Trust May 2014 - August 2014
Morgan Stanley Smith Barney March 2012 - April 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Research, Accounting, Windows, Social Media, Outlook, Public Speaking, Spanish, Data Analysis, Leadership, Finance, Project Management, Time Management
Education
Georgia Institute of Technology 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Georgia Institute of Technology 2011 — 2015
BSBA, Finance
The Home Depot June 2015 - Present
Georgia Bank and Trust May 2014 - August 2014
Morgan Stanley Smith Barney March 2012 - April 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Financial Analysis, Teamwork, Research, Accounting, Windows, Social Media, Outlook, Public Speaking, Spanish, Data Analysis, Leadership, Finance, Project Management, Time Management
Education
Georgia Institute of Technology 2011 — 2015
Bachelor of Science (BS), Business Administration and Management, General
Georgia Institute of Technology 2011 — 2015
BSBA, Finance
Courtney Sweet Courtney Sweet's Morgan Stanley Smith Barney Experience January 2012 - March 2012
Job Assurance Associate at BDO USA, LLP
Industry Financial Services
Experience
BDO USA, LLP January 2015 - March 2015
Triage Consulting Group October 2012 - April 2014
Morgan Stanley Smith Barney January 2012 - March 2012
Microsoft January 2008 - January 2009
Skills
Finance, Financial Modeling, Financial Analysis, Data Analysis, Analysis, QuickBooks, Accounts Receivable, Accounts Payable, Customer Service, Social Media, Facebook, Research, Mac OS X, Microsoft Excel, PowerPoint, Leadership, Marketing, Sales, Auditing, Statistical Sampling, APT, Financial Statement..., Venture Capital Auditing
Education
Golden Gate University 2014 — 2014
Accounting
University of California, Berkeley 2013 — 2014
Taxation
University of California, Davis 2010 — 2012
Bachelor of Arts (B.A.), Economics, minor in Managerial Economics
BDO USA, LLP January 2015 - March 2015
Triage Consulting Group October 2012 - April 2014
Morgan Stanley Smith Barney January 2012 - March 2012
Microsoft January 2008 - January 2009
Skills
Finance, Financial Modeling, Financial Analysis, Data Analysis, Analysis, QuickBooks, Accounts Receivable, Accounts Payable, Customer Service, Social Media, Facebook, Research, Mac OS X, Microsoft Excel, PowerPoint, Leadership, Marketing, Sales, Auditing, Statistical Sampling, APT, Financial Statement..., Venture Capital Auditing
Education
Golden Gate University 2014 — 2014
Accounting
University of California, Berkeley 2013 — 2014
Taxation
University of California, Davis 2010 — 2012
Bachelor of Arts (B.A.), Economics, minor in Managerial Economics
Angela Staraya Angela Staraya's Morgan Stanley Smith Barney Experience January 2009 - February 2014
Job Sr. Programmer Analyst at UPS
Industry Information Technology and Services
Experience
UPS March 2014 - Present
Morgan Stanley Smith Barney January 2009 - February 2014
Citigroup Smith Barney February 1998 - January 2009
Skills
SDLC, Financial Analysis, Business Analysis, Project Management, Risk Management, CICS, DB2, JCL, SDSF, VSAM, COBOLII, Fileaid, Microsoft Excel, Mainframe, COBOL, Integration, Requirements Analysis
Education
Globe Institute of Technology 1995 — 1997
Associate's degree in Computer Science
UPS March 2014 - Present
Morgan Stanley Smith Barney January 2009 - February 2014
Citigroup Smith Barney February 1998 - January 2009
Skills
SDLC, Financial Analysis, Business Analysis, Project Management, Risk Management, CICS, DB2, JCL, SDSF, VSAM, COBOLII, Fileaid, Microsoft Excel, Mainframe, COBOL, Integration, Requirements Analysis
Education
Globe Institute of Technology 1995 — 1997
Associate's degree in Computer Science
Kelsey Stoeser's Morgan Stanley Smith Barney Experience June 2011 - January 2012
Job Account Manager at Razorfish
Industry Marketing and Advertising
Experience
Razorfish September 2013 - February 2015
Razorfish June 2013 - August 2013
Tangerine Travel LTD March 2012 - May 2013
Chatter Creative May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - January 2012
Skills
Social Media, Social Media Marketing, PowerPoint, Marketing, Adobe Creative Suite, Marketing Communications, Microsoft Office, Sales, Digital Marketing, Public Speaking, Account Management, Project Management, DoubleClick for..., Social Media Measurement, Creative Direction, Online Advertising, Digital Media, Digital Strategy, Analytics, Marketing Strategy, Social Analytics, Client Service, New Media, Facebook Marketing, Web Analytics, Competitive Analysis, Advertising
Education
Gonzaga University 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Razorfish September 2013 - February 2015
Razorfish June 2013 - August 2013
Tangerine Travel LTD March 2012 - May 2013
Chatter Creative May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - January 2012
Skills
Social Media, Social Media Marketing, PowerPoint, Marketing, Adobe Creative Suite, Marketing Communications, Microsoft Office, Sales, Digital Marketing, Public Speaking, Account Management, Project Management, DoubleClick for..., Social Media Measurement, Creative Direction, Online Advertising, Digital Media, Digital Strategy, Analytics, Marketing Strategy, Social Analytics, Client Service, New Media, Facebook Marketing, Web Analytics, Competitive Analysis, Advertising
Education
Gonzaga University 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Daniel Forrest Daniel Forrest's Morgan Stanley Smith Barney Experience January 2012 - May 2012
Job Procurement Analyst at The CocaCola Company
Industry Mechanical or Industrial Engineering
Experience
The Coca-Cola Company October 2014 - Present
Capgemini Consulting 2013 - September 2014
Rock-Tenn Company January 2011 - August 2012
Morgan Stanley Smith Barney January 2012 - May 2012
Pointe North Insurance May 2009 - December 2010
PGA Tour Superstore May 2008 - August 2008
Skills
Spanish, Excel, Word, Access, PowerPoint, SQL, Python, HTML, Simio
Education
Georgia Institute of Technology 2008 — 2013
Bachelor of Science, Industrial and Systems Engineering
Georgia Tech Lorraine 2010 — 2010
Industrial and Systems Engineering
Georgia Tech - Languages for Business and Technology 2009 — 2009
Spanish Minor
The Coca-Cola Company October 2014 - Present
Capgemini Consulting 2013 - September 2014
Rock-Tenn Company January 2011 - August 2012
Morgan Stanley Smith Barney January 2012 - May 2012
Pointe North Insurance May 2009 - December 2010
PGA Tour Superstore May 2008 - August 2008
Skills
Spanish, Excel, Word, Access, PowerPoint, SQL, Python, HTML, Simio
Education
Georgia Institute of Technology 2008 — 2013
Bachelor of Science, Industrial and Systems Engineering
Georgia Tech Lorraine 2010 — 2010
Industrial and Systems Engineering
Georgia Tech - Languages for Business and Technology 2009 — 2009
Spanish Minor
Drew Shives Drew Shives's Morgan Stanley Smith Barney Experience August 2010 - August 2010
Job Investment Analyst at Rocaton Investment Advisors
Industry Research
Experience
Rocaton Investment Advisors September 2011 - Present
Gettysburg College September 2010 - May 2011
The Gables Historic Inn & Restaurant January 2010 - January 2011
Merrill Lynch Wealth Management October 2010 - December 2010
Morgan Stanley Smith Barney August 2010 - August 2010
McKinsey & Company January 2010 - January 2010
Bisque Restaurant January 2008 - January 2009
Skills
Economics, Econometrics, Experimental Economics, Experimental Design, Japanese, Multivariate Statistics, Linear Regression
Education
Gettysburg College 2007 — 2011
Bachelor of Arts, Economics
Rocaton Investment Advisors September 2011 - Present
Gettysburg College September 2010 - May 2011
The Gables Historic Inn & Restaurant January 2010 - January 2011
Merrill Lynch Wealth Management October 2010 - December 2010
Morgan Stanley Smith Barney August 2010 - August 2010
McKinsey & Company January 2010 - January 2010
Bisque Restaurant January 2008 - January 2009
Skills
Economics, Econometrics, Experimental Economics, Experimental Design, Japanese, Multivariate Statistics, Linear Regression
Education
Gettysburg College 2007 — 2011
Bachelor of Arts, Economics
Frances Douthat Frances Douthat's Morgan Stanley Smith Barney Experience February 1997 - April 2009
Job Vice President Investments at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services April 2009 - Present
Morgan Stanley Smith Barney February 1997 - April 2009
Piper Jaffray January 1994 - February 1997
Education
University of Kansas School of Law 1988 — 1991
JD
Georgetown University 1982 — 1986
BA, Philosophy
UBS Financial Services April 2009 - Present
Morgan Stanley Smith Barney February 1997 - April 2009
Piper Jaffray January 1994 - February 1997
Education
University of Kansas School of Law 1988 — 1991
JD
Georgetown University 1982 — 1986
BA, Philosophy
Jay Varma Jay Varma's Morgan Stanley Smith Barney Experience November 2009 - October 2011
Job Financial services at Securian Financial Group
Industry Financial Services
Experience
WealthSpan Financial Group June 2013 - Present
VALIC June 2011 - December 2012
Morgan Stanley Smith Barney November 2009 - October 2011
Morgan Stanley Smith Barney November 2009 - January 2011
Creative Management Group June 2006 - November 2009
Creative Management Group May 2006 - September 2009
Wild Noodles December 2004 - May 2006
Wild Noodles Franchise December 2003 - May 2006
NeoSoft Solutions Inc February 2002 - June 2003
NeoSoft Solutions Inc February 2002 - June 2003
Skills
Strategic Planning, Investments, New Business Development, Project Management, Business Development, Financial Analysis, Management, Series 7, Business Strategy, Banking, Sales, Risk Management, Business Analysis, Team Building, Series 63, Business Planning, Portfolio Management, Wealth Management
Education
Georgia State University 1996 — 1998
MBA, Finance and International Business
Georgia State University 1996 — 1998
Master of Business Administration, Finance and International Business
Georgia College and State University 1992 — 1996
BBA, Computer Information Systems, Accounting and Finance
Georgia College and State University 1992 — 1996
Bachelor of Business Administration, Computer Information Systems
WealthSpan Financial Group June 2013 - Present
VALIC June 2011 - December 2012
Morgan Stanley Smith Barney November 2009 - October 2011
Morgan Stanley Smith Barney November 2009 - January 2011
Creative Management Group June 2006 - November 2009
Creative Management Group May 2006 - September 2009
Wild Noodles December 2004 - May 2006
Wild Noodles Franchise December 2003 - May 2006
NeoSoft Solutions Inc February 2002 - June 2003
NeoSoft Solutions Inc February 2002 - June 2003
Skills
Strategic Planning, Investments, New Business Development, Project Management, Business Development, Financial Analysis, Management, Series 7, Business Strategy, Banking, Sales, Risk Management, Business Analysis, Team Building, Series 63, Business Planning, Portfolio Management, Wealth Management
Education
Georgia State University 1996 — 1998
MBA, Finance and International Business
Georgia State University 1996 — 1998
Master of Business Administration, Finance and International Business
Georgia College and State University 1992 — 1996
BBA, Computer Information Systems, Accounting and Finance
Georgia College and State University 1992 — 1996
Bachelor of Business Administration, Computer Information Systems
Timothy Shea Timothy Shea's Morgan Stanley Smith Barney Experience September 2004 - April 2012
Job Financial Advisor at Wells Fargo FINET
Industry Financial Services
Experience
Wells Fargo FINET April 2012 - Present
Morgan Stanley Smith Barney September 2004 - April 2012
ABN Amro June 2003 - April 2005
Merrill Lynch January 1999 - June 2003
Chase Securities October 1994 - January 1999
Skills
Private Equity, Capital Markets, Investment Banking, Mergers & Acquisitions, Loans, Mergers, Insurance, Investments, Securities, Wealth Management, Equities, High Yield, Strategic Planning, Entrepreneurship, Bonds, Corporate Law, Finance, Fixed Income
Education
Georgetown University Law Center 1991 — 1994
Juris Doctor, Law
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
BA, Political Science
Wells Fargo FINET April 2012 - Present
Morgan Stanley Smith Barney September 2004 - April 2012
ABN Amro June 2003 - April 2005
Merrill Lynch January 1999 - June 2003
Chase Securities October 1994 - January 1999
Skills
Private Equity, Capital Markets, Investment Banking, Mergers & Acquisitions, Loans, Mergers, Insurance, Investments, Securities, Wealth Management, Equities, High Yield, Strategic Planning, Entrepreneurship, Bonds, Corporate Law, Finance, Fixed Income
Education
Georgetown University Law Center 1991 — 1994
Juris Doctor, Law
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
BA, Political Science
Donna Dudek Donna Dudek's Morgan Stanley Smith Barney Experience September 2010 - August 2012
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2012 - Present
Morgan Stanley Smith Barney September 2010 - August 2012
Smith Barney 2005 - 2008
Smith Barney August 1994 - May 2005
Skills
Performance Management, Personnel Management, Profit/Loss..., Headcount Management, Compliance, Securities Regulation, Communication, Coaching, Leadership, Management, Risk Management, Series 7, Series 65, Alternative Investments, FINRA, Financial Services, Investment Advisory
Education
Gonzaga University 2013 — 2014
Master's degree, Communication and Leadership
Morgan Stanley Wealth Management August 2012 - Present
Morgan Stanley Smith Barney September 2010 - August 2012
Smith Barney 2005 - 2008
Smith Barney August 1994 - May 2005
Skills
Performance Management, Personnel Management, Profit/Loss..., Headcount Management, Compliance, Securities Regulation, Communication, Coaching, Leadership, Management, Risk Management, Series 7, Series 65, Alternative Investments, FINRA, Financial Services, Investment Advisory
Education
Gonzaga University 2013 — 2014
Master's degree, Communication and Leadership
Kevin Doan Kevin Doan's Morgan Stanley Smith Barney Experience August 2009 - January 2010
Job Underwriter II at Colony Specialty
Industry Insurance
Experience
Colony Specialty March 2014 - Present
Zurich North America June 2011 - March 2014
Morgan Stanley Smith Barney August 2009 - January 2010
Skills
Underwriting, Insurance, Financial Analysis, Property & Casualty..., Risk Management, Sales, Financial Modeling, Commercial Insurance, Portfolio Management, Investments, Marketing, Financial Risk
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2009
BBA, Finance
Colony Specialty March 2014 - Present
Zurich North America June 2011 - March 2014
Morgan Stanley Smith Barney August 2009 - January 2010
Skills
Underwriting, Insurance, Financial Analysis, Property & Casualty..., Risk Management, Sales, Financial Modeling, Commercial Insurance, Portfolio Management, Investments, Marketing, Financial Risk
Education
Georgia State University - J. Mack Robinson College of Business 2005 — 2009
BBA, Finance
Ted Polk Ted Polk's Morgan Stanley Smith Barney Experience June 2009 - February 2011
Job Managing Director, Head of Central Region at Capstone Partners LLC
Industry Financial Services
Experience
Capstone Partners LLC October 2010 - Present
Morgan Stanley Smith Barney June 2009 - February 2011
Citi Capital Strategies (Citigroup) February 2001 - May 2009
The Geneva Companies March 1994 - January 2001
Valuemetrics September 1991 - February 1994
The Bank of New York September 1985 - August 1989
Skills
Capital Raising, Banking, Private Equity, Valuation, Mergers, Deal Sourcing, Venture Capital, Mergers & Acquisitions, Capital Markets, LBO, Corporate Development, Due Diligence, Financial Modeling, Equities, Corporate Finance, Investments, Equity Research, Leveraged Finance, Private Placements, Hedge Funds, M&A experience
Education
The University of Chicago 1989 — 1991
MBA, Finance
Georgetown University - The McDonough School of Business 1981 — 1985
BSBA, Finance
Capstone Partners LLC October 2010 - Present
Morgan Stanley Smith Barney June 2009 - February 2011
Citi Capital Strategies (Citigroup) February 2001 - May 2009
The Geneva Companies March 1994 - January 2001
Valuemetrics September 1991 - February 1994
The Bank of New York September 1985 - August 1989
Skills
Capital Raising, Banking, Private Equity, Valuation, Mergers, Deal Sourcing, Venture Capital, Mergers & Acquisitions, Capital Markets, LBO, Corporate Development, Due Diligence, Financial Modeling, Equities, Corporate Finance, Investments, Equity Research, Leveraged Finance, Private Placements, Hedge Funds, M&A experience
Education
The University of Chicago 1989 — 1991
MBA, Finance
Georgetown University - The McDonough School of Business 1981 — 1985
BSBA, Finance
Kevin Crosby Kevin Crosby's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Global Markets Client Managment Unit at Société Générale
Industry Financial Services
Experience
Société Générale December 2013 - Present
Morgan Stanley Wealth Management February 2011 - September 2013
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Investments, Series 7, Accounting, Sales, Wealth Management, Strategic Financial..., Financial Analysis, Equities, Customer Service, Portfolio Management, Retirement Planning, Mutual Funds
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Master's of Science, Finance
Georgia Institute of Technology 2006 — 2010
Bachelor of Science, Business
Société Générale December 2013 - Present
Morgan Stanley Wealth Management February 2011 - September 2013
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Investments, Series 7, Accounting, Sales, Wealth Management, Strategic Financial..., Financial Analysis, Equities, Customer Service, Portfolio Management, Retirement Planning, Mutual Funds
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Master's of Science, Finance
Georgia Institute of Technology 2006 — 2010
Bachelor of Science, Business
David Hixon's Morgan Stanley Smith Barney Experience April 2000 - August 2012
Job Financial Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
Bankers Life and Casualty August 2012 - March 2013
Morgan Stanley Smith Barney April 2000 - August 2012
Skills
Series 7, Wealth Management, Series 63, Financial Analysis, Mutual Funds, Securities, Asset Allocation, Uniform Combined State..., Asset Managment, Investments, Portfolio Management, Investment Strategies, Equities, Series 65, Financial Modeling, Long-term Care, Medicare, Life Insurance, Annuity Sales, Series 9 & 10, IRAs, Asset Management
Education
George Mason University
Morgan Stanley Wealth Management May 2013 - Present
Bankers Life and Casualty August 2012 - March 2013
Morgan Stanley Smith Barney April 2000 - August 2012
Skills
Series 7, Wealth Management, Series 63, Financial Analysis, Mutual Funds, Securities, Asset Allocation, Uniform Combined State..., Asset Managment, Investments, Portfolio Management, Investment Strategies, Equities, Series 65, Financial Modeling, Long-term Care, Medicare, Life Insurance, Annuity Sales, Series 9 & 10, IRAs, Asset Management
Education
George Mason University
Richard E. Hamrick Richard E. Hamrick's Morgan Stanley Smith Barney Experience February 1993 - February 2009
Job Senior Portfolio Manager
Industry Financial Services
Experience
Unavailable February 2009 - Present
Morgan Stanley Smith Barney February 1993 - February 2009
Skills
Asset Managment
Education
Georgia State University 1973 — 1977
Masters, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1967 — 1971
Bachelor of Science, Business Administration
Unavailable February 2009 - Present
Morgan Stanley Smith Barney February 1993 - February 2009
Skills
Asset Managment
Education
Georgia State University 1973 — 1977
Masters, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1967 — 1971
Bachelor of Science, Business Administration
J.P. Prenevost J.P. Prenevost's Morgan Stanley Smith Barney Experience February 2006 - Present
Job Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2006 - Present
Spring Hill Golf Club April 2002 - November 2005
The Old Collier Golf Club November 2002 - April 2005
Education
Gustavus Adolphus College 1996 — 2000
Morgan Stanley Smith Barney February 2006 - Present
Spring Hill Golf Club April 2002 - November 2005
The Old Collier Golf Club November 2002 - April 2005
Education
Gustavus Adolphus College 1996 — 2000
Kate Venezia's Morgan Stanley Smith Barney Experience November 2007 - July 2010
Job Business Manager at Microsoft
Industry Financial Services
Experience
Georgetown University's McDonough School of Business June 2013 - May 2015
HelloWallet May 2014 - August 2014
BlackRock August 2010 - May 2012
Morgan Stanley Smith Barney November 2007 - July 2010
Skills
Series 7, Series 63, Bloomberg Terminal, ETFs, Mutual Funds, Investor Relations, Sales, Asset Allocation, Wealth Management, Investment Strategies, Equities, Fixed Income, Alternative Investments, Investment Advisory, Microsoft Excel, Microsoft Office, Research, Financial Services, Strategic Financial..., Bloomberg, Financial Advisory, Entrepreneurship, Financial Planning
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of Maryland College Park 2003 — 2006
BS, Economics
University of Rhode Island 2002 — 2003
Economics
Georgetown University's McDonough School of Business June 2013 - May 2015
HelloWallet May 2014 - August 2014
BlackRock August 2010 - May 2012
Morgan Stanley Smith Barney November 2007 - July 2010
Skills
Series 7, Series 63, Bloomberg Terminal, ETFs, Mutual Funds, Investor Relations, Sales, Asset Allocation, Wealth Management, Investment Strategies, Equities, Fixed Income, Alternative Investments, Investment Advisory, Microsoft Excel, Microsoft Office, Research, Financial Services, Strategic Financial..., Bloomberg, Financial Advisory, Entrepreneurship, Financial Planning
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (M.B.A.)
University of Maryland College Park 2003 — 2006
BS, Economics
University of Rhode Island 2002 — 2003
Economics
Travas Platz Travas Platz's Morgan Stanley Smith Barney Experience July 2008 - November 2009
Job Commercial Realationship Manager at Citizens Trust Bank
Industry Banking
Experience
Citizens Trust Bank March 2013 - Present
Community Capital Advisors / Patrick Capital Markets LLC./ Compass Point Research and Trading LLC December 2009 - March 2013
Morgan Stanley Smith Barney July 2008 - November 2009
Lehman Brothers Bank July 2007 - April 2008
Solid Source Realty September 2003 - January 2008
First Horizon National Corporation June 2005 - June 2007
SunTrust Bank April 2002 - June 2005
Century 21 March 2000 - October 2003
Skills
Commercial Lending, Underwriting, Real Estate, Series 7, Insurance, Securities, Financial Markets, Banking, Credit, Investments, Risk Management, Investment Banking, Funding, Asset Management, Compliance, Financial Analysis, Valuation, Strategic Planning, Executive Management, New Business Development, Negotiation, Sales Management, Contract Negotiations, Fundraising, Treasury Management, Commercial Banking, Finance, Credit Risk, Mortgage Lending, Portfolio Management, Contract Negotiation, Financial Services, Small Business Lending, Credit Analysis, Consumer Lending, Loan Origination, Small Business, Cross Selling, Loans, Management, Sales, Refinance, Commercial Real Estate, Leadership, Mergers & Acquisitions, Business Development, Marketing, Investment Properties, Commercial Mortgages, Financial Structuring
Education
Southeastern School of Commercial Lending, Tennessee Bankers Association 2006 — 2007
Commercial Lending
Georgia State University - J. Mack Robinson College of Business 1995 — 1997
BA, Business Administration
Duluth High School 1989 — 1994
College Prep
Citizens Trust Bank March 2013 - Present
Community Capital Advisors / Patrick Capital Markets LLC./ Compass Point Research and Trading LLC December 2009 - March 2013
Morgan Stanley Smith Barney July 2008 - November 2009
Lehman Brothers Bank July 2007 - April 2008
Solid Source Realty September 2003 - January 2008
First Horizon National Corporation June 2005 - June 2007
SunTrust Bank April 2002 - June 2005
Century 21 March 2000 - October 2003
Skills
Commercial Lending, Underwriting, Real Estate, Series 7, Insurance, Securities, Financial Markets, Banking, Credit, Investments, Risk Management, Investment Banking, Funding, Asset Management, Compliance, Financial Analysis, Valuation, Strategic Planning, Executive Management, New Business Development, Negotiation, Sales Management, Contract Negotiations, Fundraising, Treasury Management, Commercial Banking, Finance, Credit Risk, Mortgage Lending, Portfolio Management, Contract Negotiation, Financial Services, Small Business Lending, Credit Analysis, Consumer Lending, Loan Origination, Small Business, Cross Selling, Loans, Management, Sales, Refinance, Commercial Real Estate, Leadership, Mergers & Acquisitions, Business Development, Marketing, Investment Properties, Commercial Mortgages, Financial Structuring
Education
Southeastern School of Commercial Lending, Tennessee Bankers Association 2006 — 2007
Commercial Lending
Georgia State University - J. Mack Robinson College of Business 1995 — 1997
BA, Business Administration
Duluth High School 1989 — 1994
College Prep
David Russo's Morgan Stanley Smith Barney Experience August 2007 - April 2011
Job
Industry Financial Services
Experience
Credit Suisse October 2014 - Present
Merrill Lynch April 2011 - October 2014
Morgan Stanley Smith Barney August 2007 - April 2011
Morgan Stanley Smith Barney August 2006 - August 2007
Thomson Financial August 2005 - August 2006
Thomson Financial March 2003 - August 2005
Evergreen Funds June 2000 - February 2002
FactSet March 1999 - June 2000
Skills
Strategy, Management, Strategic Financial..., Wealth Management, Project Planning, Financial Advisory, Product Development, Mutual Funds, Bloomberg, Series 7, Series 24, Series 66, Investment Advisory..., Financial Planning
Education
Georgetown University - The McDonough School of Business
BSBA
Credit Suisse October 2014 - Present
Merrill Lynch April 2011 - October 2014
Morgan Stanley Smith Barney August 2007 - April 2011
Morgan Stanley Smith Barney August 2006 - August 2007
Thomson Financial August 2005 - August 2006
Thomson Financial March 2003 - August 2005
Evergreen Funds June 2000 - February 2002
FactSet March 1999 - June 2000
Skills
Strategy, Management, Strategic Financial..., Wealth Management, Project Planning, Financial Advisory, Product Development, Mutual Funds, Bloomberg, Series 7, Series 24, Series 66, Investment Advisory..., Financial Planning
Education
Georgetown University - The McDonough School of Business
BSBA
Alison Nest's Morgan Stanley Smith Barney Experience 2009 - 2012
Job Executive Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2015 - Present
Morgan Stanley Wealth Management January 2013 - April 2015
Morgan Stanley Smith Barney 2009 - 2012
Citi 2007 - 2009
Citi 2004 - 2007
Skills
Series 7, Series 24
Education
Georgetown University - The McDonough School of Business 2000 — 2004
Bachelor of Science (B.S.), Cum Laude; Finance & Accounting
Morgan Stanley Wealth Management May 2015 - Present
Morgan Stanley Wealth Management January 2013 - April 2015
Morgan Stanley Smith Barney 2009 - 2012
Citi 2007 - 2009
Citi 2004 - 2007
Skills
Series 7, Series 24
Education
Georgetown University - The McDonough School of Business 2000 — 2004
Bachelor of Science (B.S.), Cum Laude; Finance & Accounting
Gary Parnaby Jr.'s Morgan Stanley Smith Barney Experience April 2005 - January 2012
Job MBA: Experienced in Financial Analysis, Portfolio Analysis, and Management Consulting
Industry Investment Management
Experience
Merrill Lynch May 2013 - Present
Parnaby Financial Associates January 2012 - May 2013
Morgan Stanley Smith Barney April 2005 - January 2012
E*TRADE Financial January 2000 - April 2005
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Master of Business Administration (MBA), Leadership and Organizational Management, 3.89
Georgia State University - J. Mack Robinson College of Business 1998 — 1999
Bachelor of Business Administration (B.B.A.), Finance, 3.28
Samford University 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Merrill Lynch May 2013 - Present
Parnaby Financial Associates January 2012 - May 2013
Morgan Stanley Smith Barney April 2005 - January 2012
E*TRADE Financial January 2000 - April 2005
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2012
Master of Business Administration (MBA), Leadership and Organizational Management, 3.89
Georgia State University - J. Mack Robinson College of Business 1998 — 1999
Bachelor of Business Administration (B.B.A.), Finance, 3.28
Samford University 1991 — 1995
Bachelor of Arts (B.A.), Psychology
Christine Song, CFA's Morgan Stanley Smith Barney Experience January 2009 - July 2012
Job Associate at Miller Buckfire
Industry Financial Services
Experience
Miller Buckfire August 2014 - Present
PIMCO June 2013 - August 2013
Morgan Stanley Smith Barney January 2009 - July 2012
Citi Global Wealth Management February 2006 - January 2009
Goldman Sachs July 2004 - January 2006
Skills
Hedge Funds
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Bronx Science
Miller Buckfire August 2014 - Present
PIMCO June 2013 - August 2013
Morgan Stanley Smith Barney January 2009 - July 2012
Citi Global Wealth Management February 2006 - January 2009
Goldman Sachs July 2004 - January 2006
Skills
Hedge Funds
Education
NYU Stern School of Business 2012 — 2014
Master of Business Administration (MBA)
Georgetown University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Bronx Science
Matthew P. Newall's Morgan Stanley Smith Barney Experience February 2002 - Present
Job Second Vice President Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2002 - Present
Merrill Lynch October 1997 - February 2002
Education
Georgia State University
BBA, Finance
Morgan Stanley Smith Barney February 2002 - Present
Merrill Lynch October 1997 - February 2002
Education
Georgia State University
BBA, Finance
Chad Gazzola's Morgan Stanley Smith Barney Experience April 2004 - August 2004
Job Senior Associate at Habif, Arogeti & Wynne,LLP
Industry Accounting
Experience
Habif, Arogeti & Wynne,LLP August 2012 - Present
Credigy February 2011 - July 2011
Wells Fargo Bank September 2009 - February 2011
FTI Consulting June 2008 - September 2008
Morgan Stanley Smith Barney April 2004 - August 2004
Skills
Access, SQL, Quickbooks, Microsoft Excel
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
University of Georgia - Terry College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Management
Habif, Arogeti & Wynne,LLP August 2012 - Present
Credigy February 2011 - July 2011
Wells Fargo Bank September 2009 - February 2011
FTI Consulting June 2008 - September 2008
Morgan Stanley Smith Barney April 2004 - August 2004
Skills
Access, SQL, Quickbooks, Microsoft Excel
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
Bachelor of Business Administration (B.B.A.), Accounting
University of Georgia - Terry College of Business 2005 — 2009
Bachelor of Business Administration (B.B.A.), Management
Crystal Werner's Morgan Stanley Smith Barney Experience June 2006 - June 2012
Job Owner of Little Sun Photography
Industry Photography
Experience
Little Sun Photography July 2010 - Present
Morgan Stanley Smith Barney June 2006 - June 2012
BoardSource 2001 - 2005
Space Business Archives 1999 - 2001
Skills
Strategic Planning, Public Speaking, Program Management
Education
The George Washington University 2001 — 2002
MA, Legislative Affairs
George Mason University
BA, Government and International Politics
Little Sun Photography July 2010 - Present
Morgan Stanley Smith Barney June 2006 - June 2012
BoardSource 2001 - 2005
Space Business Archives 1999 - 2001
Skills
Strategic Planning, Public Speaking, Program Management
Education
The George Washington University 2001 — 2002
MA, Legislative Affairs
George Mason University
BA, Government and International Politics
Anupama Arshi's Morgan Stanley Smith Barney Experience June 2009 - January 2011
Job Vice President, Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2015 - Present
GENPACT July 2011 - July 2015
Genpact Headstrong Capital Markets 2011 - July 2015
Morgan Stanley Smith Barney June 2009 - January 2011
Infosys August 2002 - January 2011
Citi January 2006 - May 2009
Aztec Systems 2000 - 2001
Skills
Program Management, Software Project..., Software Quality..., Quality Assurance, Quality Center, Pre-sales, SDLC, Testing, Test Management, QTP, Resource Management, Requirements Analysis, Project Planning, Project Delivery, Automation, Requirements Gathering
Education
Gulbarga University 1995 — 1999
Bachelor of Engineering, Electronics and Communication
SMIORE 1989 — 1995
High School, MBPC
Morgan Stanley July 2015 - Present
GENPACT July 2011 - July 2015
Genpact Headstrong Capital Markets 2011 - July 2015
Morgan Stanley Smith Barney June 2009 - January 2011
Infosys August 2002 - January 2011
Citi January 2006 - May 2009
Aztec Systems 2000 - 2001
Skills
Program Management, Software Project..., Software Quality..., Quality Assurance, Quality Center, Pre-sales, SDLC, Testing, Test Management, QTP, Resource Management, Requirements Analysis, Project Planning, Project Delivery, Automation, Requirements Gathering
Education
Gulbarga University 1995 — 1999
Bachelor of Engineering, Electronics and Communication
SMIORE 1989 — 1995
High School, MBPC
Grant Adams's Morgan Stanley Smith Barney Experience August 2009 - December 2009
Job Associate Brand Manager Jack Daniel's Single Barrel & Luxury Brands at BrownForman
Industry Food & Beverages
Experience
Brown-Forman September 2015 - Present
Brown-Forman July 2012 - September 2015
Ogilvy & Mather April 2011 - July 2012
Georgia State University August 2010 - December 2010
Morgan Stanley Smith Barney August 2009 - December 2009
American Hole 'n One December 2006 - April 2009
Skills
Advertising, Marketing, Forecasting, Strategic Planning, Management, Social Media, Strategy, Event Planning, Marketing Strategy, Integrated Marketing, CRM, Market Research, Social Media Marketing
Education
Georgia Institute of Technology 2002 — 2006
BS in Management, Marketing
Georgia State University - J. Mack Robinson College of Business 2009 — 2010
MBA, Marketing and Finance
Brown-Forman September 2015 - Present
Brown-Forman July 2012 - September 2015
Ogilvy & Mather April 2011 - July 2012
Georgia State University August 2010 - December 2010
Morgan Stanley Smith Barney August 2009 - December 2009
American Hole 'n One December 2006 - April 2009
Skills
Advertising, Marketing, Forecasting, Strategic Planning, Management, Social Media, Strategy, Event Planning, Marketing Strategy, Integrated Marketing, CRM, Market Research, Social Media Marketing
Education
Georgia Institute of Technology 2002 — 2006
BS in Management, Marketing
Georgia State University - J. Mack Robinson College of Business 2009 — 2010
MBA, Marketing and Finance
Brian Kirkpatrick's Morgan Stanley Smith Barney Experience August 2006 - Present
Job Vice President MSSB, Consulting Group Trade Support Operations
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2006 - Present
Skills
Bloomberg, Investments, Series 7, Portfolio Management, Banking, Equities, Financial Services, Fixed Income, Mutual Funds, Securities, Series 63, Wealth Management, Asset Management, Alternative Investments
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
MBA
Goldey Beacom College 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Morgan Stanley Smith Barney August 2006 - Present
Skills
Bloomberg, Investments, Series 7, Portfolio Management, Banking, Equities, Financial Services, Fixed Income, Mutual Funds, Securities, Series 63, Wealth Management, Asset Management, Alternative Investments
Education
University of Delaware - Lerner College of Business and Economics 2010 — 2014
MBA
Goldey Beacom College 1999 — 2003
Bachelor of Science (B.S.), Finance, General
Josh Boots's Morgan Stanley Smith Barney Experience February 2004 - October 2009
Job Solutions Operations Manager at Workiva
Industry Accounting
Experience
Workiva November 2012 - Present
WebFilings October 2009 - November 2012
Morgan Stanley Smith Barney February 2004 - October 2009
Skills
Salesforce.com, SEC filings, SaaS, XBRL, Sales Process, Sales, Marketo, Lead Generation, Sales Rep Training, Business Process..., RFP, Wdesk
Education
Grand View College
Workiva November 2012 - Present
WebFilings October 2009 - November 2012
Morgan Stanley Smith Barney February 2004 - October 2009
Skills
Salesforce.com, SEC filings, SaaS, XBRL, Sales Process, Sales, Marketo, Lead Generation, Sales Rep Training, Business Process..., RFP, Wdesk
Education
Grand View College
David Guilford's Morgan Stanley Smith Barney Experience 1992 - 1993
Job Managing Partner at Guilford Legal Group, PC
Industry Law Practice
Experience
Guilford Legal Group, PC September 2010 - Present
Silver Wind Partners, LLC 2008 - 2010
Weather Vane Partners 2000 - 2008
Robertson, Stephens & Co. 1995 - 1998
Morgan Stanley Smith Barney 1992 - 1993
Education
Golden Gate University
Master of Laws (LLM), Tax Law/Taxation
University of San Francisco School of Law
Doctor of Law (JD)
Trinity College-Hartford
Bachelor of Arts (B.A.), Economics
Guilford Legal Group, PC September 2010 - Present
Silver Wind Partners, LLC 2008 - 2010
Weather Vane Partners 2000 - 2008
Robertson, Stephens & Co. 1995 - 1998
Morgan Stanley Smith Barney 1992 - 1993
Education
Golden Gate University
Master of Laws (LLM), Tax Law/Taxation
University of San Francisco School of Law
Doctor of Law (JD)
Trinity College-Hartford
Bachelor of Arts (B.A.), Economics
Doug Waldron's Morgan Stanley Smith Barney Experience November 2009 - May 2013
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2013 - Present
Morgan Stanley Smith Barney November 2009 - May 2013
Consultant March 2004 - November 2009
TD Waterhouse September 1999 - January 2004
TD Securities April 1997 - September 1999
TD Bank April 1995 - April 1997
TD Bank January 1989 - April 1995
TD Bank November 1987 - January 1989
TD Bank October 1983 - November 1987
Skills
Financial Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Financial Structuring, Sarbanes-Oxley Act, Mergers & Acquisitions, Internal Controls, Investments
Education
Georgia State University - J. Mack Robinson College of Business 1984 — 1987
MPA, Professional Accountancy, 3.26
University of San Diego 1967 — 1971
B.Sc, Accounting & Business Administration, 2.93
Morgan Stanley May 2013 - Present
Morgan Stanley Smith Barney November 2009 - May 2013
Consultant March 2004 - November 2009
TD Waterhouse September 1999 - January 2004
TD Securities April 1997 - September 1999
TD Bank April 1995 - April 1997
TD Bank January 1989 - April 1995
TD Bank November 1987 - January 1989
TD Bank October 1983 - November 1987
Skills
Financial Accounting, Financial Analysis, Financial Reporting, Financial Modeling, Financial Structuring, Sarbanes-Oxley Act, Mergers & Acquisitions, Internal Controls, Investments
Education
Georgia State University - J. Mack Robinson College of Business 1984 — 1987
MPA, Professional Accountancy, 3.26
University of San Diego 1967 — 1971
B.Sc, Accounting & Business Administration, 2.93
Heather Hausmann's Morgan Stanley Smith Barney Experience September 2010 - March 2012
Job Client Relationship Manager at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch July 2015 - Present
Merrill Lynch September 2014 - July 2015
Morgan Stanley March 2012 - September 2014
Morgan Stanley Smith Barney September 2010 - March 2012
Morgan Stanley Smith Barney July 2008 - September 2010
Wachovia Securities Financial Network August 2006 - June 2008
Skills
Series 7, Series 63, Series 6, Series 66, Series 3, Series 9, Series 10, Licensed Life & Health..., Microsoft Excel, Concur, PeopleSoft, Peopleclick, PowerPoint, Retirement Planning, Series 24, Strategic Financial..., Wealth Management..., Uniform Combined State..., 401k, Series 65, Life & Health Insurance..., FINRA, Alternative Investments, Investment Advisory, Investment Strategies, Asset Allocation, Mutual Funds, Securities, Financial Planning, Finance, Financial Services, Management, Banking, Asset Management, Investments, Wealth Management
Education
Saginaw Valley State University 2002 — 2004
Bachelor of Science (B.S.), Psychology/Criminal Justice
Grand Valley State University 2001 — 2002
Bachelor of Science (B.S.), Psychology
Merrill Lynch July 2015 - Present
Merrill Lynch September 2014 - July 2015
Morgan Stanley March 2012 - September 2014
Morgan Stanley Smith Barney September 2010 - March 2012
Morgan Stanley Smith Barney July 2008 - September 2010
Wachovia Securities Financial Network August 2006 - June 2008
Skills
Series 7, Series 63, Series 6, Series 66, Series 3, Series 9, Series 10, Licensed Life & Health..., Microsoft Excel, Concur, PeopleSoft, Peopleclick, PowerPoint, Retirement Planning, Series 24, Strategic Financial..., Wealth Management..., Uniform Combined State..., 401k, Series 65, Life & Health Insurance..., FINRA, Alternative Investments, Investment Advisory, Investment Strategies, Asset Allocation, Mutual Funds, Securities, Financial Planning, Finance, Financial Services, Management, Banking, Asset Management, Investments, Wealth Management
Education
Saginaw Valley State University 2002 — 2004
Bachelor of Science (B.S.), Psychology/Criminal Justice
Grand Valley State University 2001 — 2002
Bachelor of Science (B.S.), Psychology
Daniel Fan's Morgan Stanley Smith Barney Experience June 2009 - October 2009
Job SVP, Director of Wealth Planning at First Bank
Industry Financial Services
Experience
First Bank July 2014 - Present
Union Bank April 2013 - July 2014
Wells Fargo October 2009 - April 2013
Morgan Stanley Smith Barney June 2009 - October 2009
Citi Smith Barney October 2007 - June 2009
Transamerica February 2003 - October 2007
Skills
Estate Tax Planning, Charitable Gift Planning, Retirement Planning, Life Insurance, Business Planning, Series 7, Wealth Management, Wealth Preservation..., Multi-generational..., Private Banking, Insurance Law, Irrevocable Life..., Premium Financing, Cash Flow, Strategic Financial..., Estate Planning, Asset Management, Financial Planners, High Net Worth...
Education
Golden Gate University, School of Law 1998 — 1999
LL.M., Taxation
Pepperdine University School of Law 1993 — 1997
JD
University of California, Los Angeles 1989 — 1993
BA, Political Science and Government
First Bank July 2014 - Present
Union Bank April 2013 - July 2014
Wells Fargo October 2009 - April 2013
Morgan Stanley Smith Barney June 2009 - October 2009
Citi Smith Barney October 2007 - June 2009
Transamerica February 2003 - October 2007
Skills
Estate Tax Planning, Charitable Gift Planning, Retirement Planning, Life Insurance, Business Planning, Series 7, Wealth Management, Wealth Preservation..., Multi-generational..., Private Banking, Insurance Law, Irrevocable Life..., Premium Financing, Cash Flow, Strategic Financial..., Estate Planning, Asset Management, Financial Planners, High Net Worth...
Education
Golden Gate University, School of Law 1998 — 1999
LL.M., Taxation
Pepperdine University School of Law 1993 — 1997
JD
University of California, Los Angeles 1989 — 1993
BA, Political Science and Government
Jonathan Jaffe's Morgan Stanley Smith Barney Experience May 2006 - August 2006
Job Senior Consultant at Deloitte
Industry Management Consulting
Experience
Deloitte May 2009 - Present
BearingPoint (Formerly KPMG Consulting) August 2007 - May 2009
Morgan Stanley Smith Barney May 2006 - August 2006
Morgan Stanley Smith Barney April 2005 - September 2005
Skills
Process Engineering, Leadership, Business Process Mapping, Strategy, Business Process, ERP, PMP, Proposal Writing, Project Management, Supply Chain Management, Business Intelligence, Financial Analysis, Public Sector, Performance Improvement, PMO, Strategic Communications, Organizational..., New Business Development, Microsoft Excel, Data Analysis, Budget Modeling, VBA, Requirements Gathering, Business Requirements, Operations Management, Program Management, Business Process...
Education
Georgetown University 2011 — 2013
MBA
The George Washington University - School of Business 2003 — 2007
BBA, Finance
St. Luke's 1999 — 2003
HS Diploma
Deloitte May 2009 - Present
BearingPoint (Formerly KPMG Consulting) August 2007 - May 2009
Morgan Stanley Smith Barney May 2006 - August 2006
Morgan Stanley Smith Barney April 2005 - September 2005
Skills
Process Engineering, Leadership, Business Process Mapping, Strategy, Business Process, ERP, PMP, Proposal Writing, Project Management, Supply Chain Management, Business Intelligence, Financial Analysis, Public Sector, Performance Improvement, PMO, Strategic Communications, Organizational..., New Business Development, Microsoft Excel, Data Analysis, Budget Modeling, VBA, Requirements Gathering, Business Requirements, Operations Management, Program Management, Business Process...
Education
Georgetown University 2011 — 2013
MBA
The George Washington University - School of Business 2003 — 2007
BBA, Finance
St. Luke's 1999 — 2003
HS Diploma
Adam Merkle's Morgan Stanley Smith Barney Experience June 2005 - November 2006
Job Manager, FP&A at Gannett
Industry Media Production
Experience
Gannett December 2014 - Present
Gannett August 2013 - December 2014
CSC September 2012 - July 2013
CSC March 2011 - September 2012
Hughes Network Systems April 2008 - March 2011
Hughes Network Systems November 2006 - April 2008
Morgan Stanley Smith Barney June 2005 - November 2006
Skills
Strategic Financial..., Financial Modeling, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2012 — 2015
Master of Business Administration (MBA)
University of Maryland College Park 2001 — 2005
Economics
Gannett December 2014 - Present
Gannett August 2013 - December 2014
CSC September 2012 - July 2013
CSC March 2011 - September 2012
Hughes Network Systems April 2008 - March 2011
Hughes Network Systems November 2006 - April 2008
Morgan Stanley Smith Barney June 2005 - November 2006
Skills
Strategic Financial..., Financial Modeling, Financial Analysis
Education
Georgetown University - The McDonough School of Business 2012 — 2015
Master of Business Administration (MBA)
University of Maryland College Park 2001 — 2005
Economics
San Hsieh's Morgan Stanley Smith Barney Experience June 2009 - July 2009
Job Tax Analyst at ADP Tax Credits
Industry Accounting
Experience
ADP January 2013 - Present
ADP July 2011 - January 2013
ADP January 2010 - July 2011
Morgan Stanley Smith Barney June 2009 - July 2009
Skills
Finance, Tax, Accounting, Customer Service, Research, Access, Financial Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, Microsoft Word, Management, PowerPoint, Financial Accounting, Time Management, Outlook, Budgets, Event Planning, General Ledger
Education
MERCER UNIVERSITY, Eugene W. Stretson School of Business & Economics 2011 — 2013
Master of Business Administration, Master of Accountancy, Accounting
Georgia State University - J. Mack Robinson College of Business 2006 — 2009
Bachelor of Business Administration (BBA), Accounting & Finance
ADP January 2013 - Present
ADP July 2011 - January 2013
ADP January 2010 - July 2011
Morgan Stanley Smith Barney June 2009 - July 2009
Skills
Finance, Tax, Accounting, Customer Service, Research, Access, Financial Analysis, Financial Reporting, Microsoft Excel, Microsoft Office, Microsoft Word, Management, PowerPoint, Financial Accounting, Time Management, Outlook, Budgets, Event Planning, General Ledger
Education
MERCER UNIVERSITY, Eugene W. Stretson School of Business & Economics 2011 — 2013
Master of Business Administration, Master of Accountancy, Accounting
Georgia State University - J. Mack Robinson College of Business 2006 — 2009
Bachelor of Business Administration (BBA), Accounting & Finance
Aaron Nowak's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Associate at Billow Butler & Company
Industry Investment Banking
Experience
Billow Butler & Company October 2014 - Present
Billow Butler & Company October 2013 - October 2014
Capital One August 2013 - October 2013
Capital One February 2012 - August 2013
Mazzone & Associates April 2010 - February 2012
Pro Park, LLC March 2007 - November 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Training, Financial Analysis, Portfolio Management, Investments, Finance, Analysis, Strategic Planning, Management, Investment Banking, Banking, Mergers & Acquisitions, Financial Modeling, Financial Services, Valuation
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Georgia State University - J. Mack Robinson College of Business 2009 — 2010
Master of Science, Finance
Georgia Institute of Technology 2001 — 2007
Bachelor of Science, Economics in International Affairs
Billow Butler & Company October 2014 - Present
Billow Butler & Company October 2013 - October 2014
Capital One August 2013 - October 2013
Capital One February 2012 - August 2013
Mazzone & Associates April 2010 - February 2012
Pro Park, LLC March 2007 - November 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Training, Financial Analysis, Portfolio Management, Investments, Finance, Analysis, Strategic Planning, Management, Investment Banking, Banking, Mergers & Acquisitions, Financial Modeling, Financial Services, Valuation
Education
The University of Chicago Booth School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Georgia State University - J. Mack Robinson College of Business 2009 — 2010
Master of Science, Finance
Georgia Institute of Technology 2001 — 2007
Bachelor of Science, Economics in International Affairs
Richard Red Pittman's Morgan Stanley Smith Barney Experience April 1981 - Present
Job First Vice President at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 1981 - Present
Skills
Series 7, Series 65, Comprehensive Wealth..., 401(k) Plans, Retirement Planning...
Education
Georgia State University 1976 — 1977
BBA, Finance
University of Florida 1975 — 1976
Oxford College of Emory University 1973 — 1975
aa, Associate of Arts
Morgan Stanley Smith Barney April 1981 - Present
Skills
Series 7, Series 65, Comprehensive Wealth..., 401(k) Plans, Retirement Planning...
Education
Georgia State University 1976 — 1977
BBA, Finance
University of Florida 1975 — 1976
Oxford College of Emory University 1973 — 1975
aa, Associate of Arts
Edward Tarbutton's Morgan Stanley Smith Barney Experience June 2008 - March 2011
Job Institutional Equity Sales at FBR Capital Markets
Industry Financial Services
Experience
FBR Capital Markets March 2011 - Present
The House DC Charity Golf Tournament February 2010 - Present
Morgan Stanley Smith Barney June 2008 - March 2011
Citi Smith Barney June 2007 - August 2007
Bearing Point Inc June 2006 - August 2006
Skills
Series 7, Equities, Financial Modeling, Bloomberg, Valuation, Hedge Funds, Investments, Portfolio Management, Capital Markets, Series 63, Asset Management, Fixed Income, Financial Analysis, Alternative Investments, Securities, Wealth Management, Mutual Funds, Equity Research, Asset Allocation, Investment Advisory
Education
Georgetown University - The McDonough School of Business 2013 — 2016
Master of Business Administration (MBA)
Penn State University 2004 — 2008
Bachelor of Science, Finance & Economics
Gonzaga College High School 2000 — 2004
FBR Capital Markets March 2011 - Present
The House DC Charity Golf Tournament February 2010 - Present
Morgan Stanley Smith Barney June 2008 - March 2011
Citi Smith Barney June 2007 - August 2007
Bearing Point Inc June 2006 - August 2006
Skills
Series 7, Equities, Financial Modeling, Bloomberg, Valuation, Hedge Funds, Investments, Portfolio Management, Capital Markets, Series 63, Asset Management, Fixed Income, Financial Analysis, Alternative Investments, Securities, Wealth Management, Mutual Funds, Equity Research, Asset Allocation, Investment Advisory
Education
Georgetown University - The McDonough School of Business 2013 — 2016
Master of Business Administration (MBA)
Penn State University 2004 — 2008
Bachelor of Science, Finance & Economics
Gonzaga College High School 2000 — 2004
Adam Huang's Morgan Stanley Smith Barney Experience 2008 - 2012
Job VP Finance at Ally Commerce
Industry Retail
Experience
Ally Commerce June 2013 - Present
Unique Squared Inc 2012 - Present
Morgan Stanley Smith Barney 2008 - 2012
Caliber Management 2005 - 2008
Skills
Financial Analysis, Asset Management, Business Strategy, Salesforce.com, Strategic Financial..., Financial Modeling, Start-ups, Business Development, Finance, Forecasting
Education
Oklahoma Christian University 2007 — 2008
MBA, Finance
Georgia Institute of Technology 1998 — 2002
BS, Management
Ally Commerce June 2013 - Present
Unique Squared Inc 2012 - Present
Morgan Stanley Smith Barney 2008 - 2012
Caliber Management 2005 - 2008
Skills
Financial Analysis, Asset Management, Business Strategy, Salesforce.com, Strategic Financial..., Financial Modeling, Start-ups, Business Development, Finance, Forecasting
Education
Oklahoma Christian University 2007 — 2008
MBA, Finance
Georgia Institute of Technology 1998 — 2002
BS, Management
Faizan Wastani's Morgan Stanley Smith Barney Experience August 2009 - December 2009
Job Business Development at La Familia Insurance
Industry Financial Services
Experience
La Familia Insurance October 2010 - Present
Touchtel Wireless February 2010 - November 2011
Cellular Attire April 2009 - July 2011
Morgan Stanley Smith Barney August 2009 - December 2009
Touchtel Wireless April 2004 - July 2008
Skills
Corporate Finance, Investments, Entrepreneurial..., Customer Service, Insurance, Real Estate, New Business Development, Business Development, Portfolio Management, Marketing, Sales, Entrepreneurship, Financial Analysis, Inventory Management, Forecasting, Finance
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2009
BBA, Finance
Texas Tech University 2006 — 2006
BBA, Finance
Hebron High School 2002 — 2006
Diploma
La Familia Insurance October 2010 - Present
Touchtel Wireless February 2010 - November 2011
Cellular Attire April 2009 - July 2011
Morgan Stanley Smith Barney August 2009 - December 2009
Touchtel Wireless April 2004 - July 2008
Skills
Corporate Finance, Investments, Entrepreneurial..., Customer Service, Insurance, Real Estate, New Business Development, Business Development, Portfolio Management, Marketing, Sales, Entrepreneurship, Financial Analysis, Inventory Management, Forecasting, Finance
Education
Georgia State University - J. Mack Robinson College of Business 2007 — 2009
BBA, Finance
Texas Tech University 2006 — 2006
BBA, Finance
Hebron High School 2002 — 2006
Diploma
Sirak Teodros's Morgan Stanley Smith Barney Experience June 2008 - September 2011
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments January 2012 - Present
Morgan Stanley Smith Barney June 2008 - September 2011
Citigroup January 2008 - June 2008
Skills
Wealth Management, Retirement, Series 7, Fixed Annuities, Investment Strategies, Wealth, Series 63, Investments, Financial Advisory
Education
George Mason University - School of Business 2005 — 2008
B.S., Finance
Annandale High School
George Mason University
Fidelity Investments January 2012 - Present
Morgan Stanley Smith Barney June 2008 - September 2011
Citigroup January 2008 - June 2008
Skills
Wealth Management, Retirement, Series 7, Fixed Annuities, Investment Strategies, Wealth, Series 63, Investments, Financial Advisory
Education
George Mason University - School of Business 2005 — 2008
B.S., Finance
Annandale High School
George Mason University
Chandni Shah's Morgan Stanley Smith Barney Experience September 2009 - July 2010
Job Fund Accountant
Industry Financial Services
Experience
The Citco Group of Companies December 2014 - Present
Northern Trust November 2010 - February 2013
MORGAN STANLEY SMITH BARNEY September 2009 - July 2010
BANK OF AMERICA July 2006 - September 2009
Valley National Bank November 2002 - July 2005
Skills
Financial Analysis, Finance, Customer Service, Analysis, Research
Education
University of Illinois at Chicago 2007 — 2009
Bachelor of Science, Finance
Gujarat University 1999 — 2002
BS, Computer Science
The Citco Group of Companies December 2014 - Present
Northern Trust November 2010 - February 2013
MORGAN STANLEY SMITH BARNEY September 2009 - July 2010
BANK OF AMERICA July 2006 - September 2009
Valley National Bank November 2002 - July 2005
Skills
Financial Analysis, Finance, Customer Service, Analysis, Research
Education
University of Illinois at Chicago 2007 — 2009
Bachelor of Science, Finance
Gujarat University 1999 — 2002
BS, Computer Science
Eric Brandley's Morgan Stanley Smith Barney Experience January 2009 - August 2009
Job Assistant Controller at Shumway Capital
Industry Investment Management
Experience
Shumway Capital December 2013 - Present
PwC September 2011 - December 2013
Calkain Companies June 2010 - August 2010
Morgan Stanley Smith Barney January 2009 - August 2009
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BSBA, Finance, Accounting
The London School of Economics and Political Science (LSE) 2009 — 2010
General Course, Finance, Economics
Shumway Capital December 2013 - Present
PwC September 2011 - December 2013
Calkain Companies June 2010 - August 2010
Morgan Stanley Smith Barney January 2009 - August 2009
Education
Georgetown University - The McDonough School of Business 2007 — 2011
BSBA, Finance, Accounting
The London School of Economics and Political Science (LSE) 2009 — 2010
General Course, Finance, Economics
Anisha Chopra's Morgan Stanley Smith Barney Experience September 2008 - December 2011
Job Senior Consultant at Capgemini Financial Services USA Inc.
Industry Computer Software
Experience
Capgemini Financial Services USA Inc. September 2014 - Present
Headstrong September 2008 - Present
Wells Fargo Securities January 2012 - September 2014
Morgan Stanley Smith Barney September 2008 - December 2011
Rsystem 2007 - 2008
Skills
Requirements Analysis, SQL, SDLC, Software Project..., Agile Methodologies, PL/SQL, Consulting, Web Services, Microsoft SQL Server, XML, Business Analysis, Software Development
Education
Guru Gobind Singh Indraprastha University 2006 — 2009
Masterâs Degree, Information Technology
Capgemini Financial Services USA Inc. September 2014 - Present
Headstrong September 2008 - Present
Wells Fargo Securities January 2012 - September 2014
Morgan Stanley Smith Barney September 2008 - December 2011
Rsystem 2007 - 2008
Skills
Requirements Analysis, SQL, SDLC, Software Project..., Agile Methodologies, PL/SQL, Consulting, Web Services, Microsoft SQL Server, XML, Business Analysis, Software Development
Education
Guru Gobind Singh Indraprastha University 2006 — 2009
Masterâs Degree, Information Technology
Fahad Pathan's Morgan Stanley Smith Barney Experience January 2009 - April 2009
Job Finance Major (B.A.) from Georgia State University Robinson College of Business
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2009 - April 2009
Education
Georgia State University 2007 — 2009
Bachelors, Finance
Morgan Stanley Smith Barney January 2009 - April 2009
Education
Georgia State University 2007 — 2009
Bachelors, Finance
Carolyn Archer's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job
Industry Financial Services
Experience
PNC Capital Markets LLC August 2013 - Present
PNC Capital Markets LLC July 2010 - July 2013
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Financial Analysis
Education
Georgetown University 2006 — 2010
B.S.B.A., Finance and Marketing
UNSW Australia 2008 — 2008
Study Abroad Program
John Burroughs High School
PNC Capital Markets LLC August 2013 - Present
PNC Capital Markets LLC July 2010 - July 2013
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Financial Analysis
Education
Georgetown University 2006 — 2010
B.S.B.A., Finance and Marketing
UNSW Australia 2008 — 2008
Study Abroad Program
John Burroughs High School
Paul Meakem's Morgan Stanley Smith Barney Experience September 2008 - October 2010
Job Financial Advisor at Cabot Lodge Securities
Industry Financial Services
Experience
Cabot Lodge Securities March 2012 - Present
JPMorgan Chase October 2010 - March 2012
Morgan Stanley Smith Barney September 2008 - October 2010
Skills
Series 7, Wealth Management, Series 63, Equities, Uniform Combined State..., Alternative Investments, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Fixed Income, Securities, Portfolio Management, Asset Managment, Strategic Financial..., Investment Advisory, Financial Advisory, ETFs, Options, Bonds, Retirement, Equity Trading, 401k, Wealth Management..., IRAs, Financial Services, Financial Goals, Investment Management, Investment Strategies, Finance, Separately Managed..., FINRA, Series 6, Wealth Accumulation, Private Banking, Series 65, Stocks, Personal Financial...
Education
Gettysburg College 2004 — 2008
BA, Management, Finance
Ridgewood High School 2000 — 2004
Cabot Lodge Securities March 2012 - Present
JPMorgan Chase October 2010 - March 2012
Morgan Stanley Smith Barney September 2008 - October 2010
Skills
Series 7, Wealth Management, Series 63, Equities, Uniform Combined State..., Alternative Investments, Retirement Planning, Mutual Funds, Investments, Asset Allocation, Fixed Income, Securities, Portfolio Management, Asset Managment, Strategic Financial..., Investment Advisory, Financial Advisory, ETFs, Options, Bonds, Retirement, Equity Trading, 401k, Wealth Management..., IRAs, Financial Services, Financial Goals, Investment Management, Investment Strategies, Finance, Separately Managed..., FINRA, Series 6, Wealth Accumulation, Private Banking, Series 65, Stocks, Personal Financial...
Education
Gettysburg College 2004 — 2008
BA, Management, Finance
Ridgewood High School 2000 — 2004
Erin Shimada's Morgan Stanley Smith Barney Experience February 2005 - Present
Job .
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2005 - Present
Morgan Stanley February 2005 - Present
Smith Barney 2005 - 2009
Bank of America October 2003 - January 2005
Skills
Microsoft Excel, Sales Management, Leadership, Recruiting, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Outlook, Event Planning, Research, Data Analysis, Project Management, Training, Fundraising, Management
Education
Gonzaga University 1999 — 2003
Bachelor of Science, Biology
Juanita High School 1996 — 1999
Morgan Stanley Smith Barney February 2005 - Present
Morgan Stanley February 2005 - Present
Smith Barney 2005 - 2009
Bank of America October 2003 - January 2005
Skills
Microsoft Excel, Sales Management, Leadership, Recruiting, PowerPoint, Microsoft Office, Customer Service, Microsoft Word, Outlook, Event Planning, Research, Data Analysis, Project Management, Training, Fundraising, Management
Education
Gonzaga University 1999 — 2003
Bachelor of Science, Biology
Juanita High School 1996 — 1999
Justine Viohl's Morgan Stanley Smith Barney Experience
Job Registered Sr. Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney
Skills
Series 7, Series 63, Managed Accounts, Private Wealth..., Alternative Investments, Wealth Management..., Managing Accounts
Education
Georgian Court University 2000 — 2003
Bachelor, Business Administration
Ocean County College 1996 — 1999
Associates, Business Admin
Morgan Stanley Smith Barney
Skills
Series 7, Series 63, Managed Accounts, Private Wealth..., Alternative Investments, Wealth Management..., Managing Accounts
Education
Georgian Court University 2000 — 2003
Bachelor, Business Administration
Ocean County College 1996 — 1999
Associates, Business Admin
Chris Ervin, CFP's Morgan Stanley Smith Barney Experience March 2006 - March 2007
Job Regional ManagerFinancial Planning at ICMARC
Industry Financial Services
Experience
ICMA-RC March 2007 - Present
ICMA-RC March 2007 - Present
Morgan Stanley Smith Barney March 2006 - March 2007
VALIC June 1989 - November 2002
Skills
Relationship Management, Wealth Management, Financial Services, Investments, Portfolio Management, Strategic Financial..., Banking, New Business Development, Account Management, Insurance, Sales Management, Asset Managment, Series 7, Mutual Funds, Sales, Asset Management
Education
Georgia State University 1982 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
Samford University 1980 — 1982
Music Performance, General
ICMA-RC March 2007 - Present
ICMA-RC March 2007 - Present
Morgan Stanley Smith Barney March 2006 - March 2007
VALIC June 1989 - November 2002
Skills
Relationship Management, Wealth Management, Financial Services, Investments, Portfolio Management, Strategic Financial..., Banking, New Business Development, Account Management, Insurance, Sales Management, Asset Managment, Series 7, Mutual Funds, Sales, Asset Management
Education
Georgia State University 1982 — 1985
Bachelor of Science (B.S.), Business Administration and Management, General
Samford University 1980 — 1982
Music Performance, General
Michele Tiesse's Morgan Stanley Smith Barney Experience 1981 - 2009
Job Partner at Unionview Investment Group LLC. Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Unionview Investment Group LLC., Wells Fargo Advisors Financial Network, LLC., Member SIPC 2009 - Present
Morgan Stanley Smith Barney 1981 - 2009
Education
Gonzaga University - School of Business Administration
BBA, Marketing
Unionview Investment Group LLC., Wells Fargo Advisors Financial Network, LLC., Member SIPC 2009 - Present
Morgan Stanley Smith Barney 1981 - 2009
Education
Gonzaga University - School of Business Administration
BBA, Marketing
Alexander Martino's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Deployment Strategist at Palantir Technologies
Industry Information Technology and Services
Experience
Palantir Technologies June 2015 - Present
Global Platinum Securities February 2012 - January 2015
Palantir Technologies May 2014 - August 2014
EdgeUP Website Design, LLC April 2012 - May 2014
H.Innovation January 2013 - April 2014
Telligent Capital Management, Ltd. September 2013 - November 2013
One Heart Source May 2013 - July 2013
Hilltop Consultants January 2012 - January 2013
WRNN-TV / Verizon FiOS 1 News July 2011 - September 2011
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Economics, Bloomberg, Corporate Finance, Investments, Valuation, Bloomberg Terminal, HTML, VBA, Microsoft Office, Finance, PowerPoint, Strategic Planning, Hedge Funds, Equity Research, Equities, Accounting, Excel, Financial Reporting, International Relations, Trading, Spanish, Investment Banking, C++, Programming, Project Management, JavaScript, PHP, phpMyAdmin, MySQL, Python, Ruby on Rails, Swahili
Education
Georgetown University 2011 — 2015
Bachelor of Arts (BA), Mathematics and Computer Science, 3.975/4.0
Byram Hills High School 2007 — 2011
Palantir Technologies June 2015 - Present
Global Platinum Securities February 2012 - January 2015
Palantir Technologies May 2014 - August 2014
EdgeUP Website Design, LLC April 2012 - May 2014
H.Innovation January 2013 - April 2014
Telligent Capital Management, Ltd. September 2013 - November 2013
One Heart Source May 2013 - July 2013
Hilltop Consultants January 2012 - January 2013
WRNN-TV / Verizon FiOS 1 News July 2011 - September 2011
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Financial Modeling, Financial Analysis, Economics, Bloomberg, Corporate Finance, Investments, Valuation, Bloomberg Terminal, HTML, VBA, Microsoft Office, Finance, PowerPoint, Strategic Planning, Hedge Funds, Equity Research, Equities, Accounting, Excel, Financial Reporting, International Relations, Trading, Spanish, Investment Banking, C++, Programming, Project Management, JavaScript, PHP, phpMyAdmin, MySQL, Python, Ruby on Rails, Swahili
Education
Georgetown University 2011 — 2015
Bachelor of Arts (BA), Mathematics and Computer Science, 3.975/4.0
Byram Hills High School 2007 — 2011
Charles Londa's Morgan Stanley Smith Barney Experience August 2002 - 2013
Job Senior Vice PresidentPrivate Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2002 - 2013
JPMorgan Chase September 1994 - August 2002
River Oaks Bank and Trust March 1991 - September 1994
Texas Commerce Bank May 1982 - March 1991
Education
University of Houston, C.T. Bauer College of Business 1983 — 1985
MBA, Business
University of Houston 1981 — 1983
BS ChE, Engineering
Georgia Institute of Technology 1978 — 1981
Chemical Engineering
Morgan Stanley Smith Barney August 2002 - 2013
JPMorgan Chase September 1994 - August 2002
River Oaks Bank and Trust March 1991 - September 1994
Texas Commerce Bank May 1982 - March 1991
Education
University of Houston, C.T. Bauer College of Business 1983 — 1985
MBA, Business
University of Houston 1981 — 1983
BS ChE, Engineering
Georgia Institute of Technology 1978 — 1981
Chemical Engineering
Mark Jordan's Morgan Stanley Smith Barney Experience October 2009 - July 2010
Job Wealth Management Recruiter
Industry Financial Services
Experience
AMG-Wealth Management Recruiting June 2013 - Present
Citi Personal Wealth Management July 2010 - January 2013
Morgan Stanley Smith Barney October 2009 - July 2010
Morgan Stanley Smith Barney June 2008 - October 2009
Morgan Stanley Smith Barney August 2007 - June 2008
BB&T January 2005 - August 2007
5/3 Bank September 2002 - December 2004
Jersey Mikes 1997 - 2000
Skills
Wealth Management, Investments, Mutual Funds, Strategic Financial..., Series 7, Series 63, Financial Advisory, Management, Retirement Planning, Financial Analysis, Banking, Securities, Training, Portfolio Management, Asset Allocation, Investment Advisory, Equities, Credit, Asset Management, Loans, Wealth Management...
Education
Marshall University 2002 — 2003
MBA Program
Georgia State University 1995 — 1998
BBA, Finance
AMG-Wealth Management Recruiting June 2013 - Present
Citi Personal Wealth Management July 2010 - January 2013
Morgan Stanley Smith Barney October 2009 - July 2010
Morgan Stanley Smith Barney June 2008 - October 2009
Morgan Stanley Smith Barney August 2007 - June 2008
BB&T January 2005 - August 2007
5/3 Bank September 2002 - December 2004
Jersey Mikes 1997 - 2000
Skills
Wealth Management, Investments, Mutual Funds, Strategic Financial..., Series 7, Series 63, Financial Advisory, Management, Retirement Planning, Financial Analysis, Banking, Securities, Training, Portfolio Management, Asset Allocation, Investment Advisory, Equities, Credit, Asset Management, Loans, Wealth Management...
Education
Marshall University 2002 — 2003
MBA Program
Georgia State University 1995 — 1998
BBA, Finance
Milo McCausland's Morgan Stanley Smith Barney Experience April 2009 - March 2010
Job Investment Banking Summer Associate at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities May 2015 - August 2015
Robert Half Finance & Accounting May 2013 - July 2014
The Receivables Exchange October 2012 - March 2013
The Receivables Exchange September 2010 - October 2012
Morgan Stanley Smith Barney April 2009 - March 2010
Burkenroads Reports October 2009 - January 2010
Skills
Financial Modeling, Capital Markets, Finance, Financial Analysis, Portfolio Management, Financial Services, Analysis, New Business Development, Sales, Management, Salesforce.com, Valuation, Commercial Lending, Economics, Credit, Leadership, Start-ups, Business Planning, Loans, Investments, Recruiting, Equities, Accounting, Marketing
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Tulane University – Freeman School of Business 2007 — 2010
Bachelor's Degree, Finance
Friends School Baltimore
Wells Fargo Securities May 2015 - August 2015
Robert Half Finance & Accounting May 2013 - July 2014
The Receivables Exchange October 2012 - March 2013
The Receivables Exchange September 2010 - October 2012
Morgan Stanley Smith Barney April 2009 - March 2010
Burkenroads Reports October 2009 - January 2010
Skills
Financial Modeling, Capital Markets, Finance, Financial Analysis, Portfolio Management, Financial Services, Analysis, New Business Development, Sales, Management, Salesforce.com, Valuation, Commercial Lending, Economics, Credit, Leadership, Start-ups, Business Planning, Loans, Investments, Recruiting, Equities, Accounting, Marketing
Education
Georgetown University - The McDonough School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Tulane University – Freeman School of Business 2007 — 2010
Bachelor's Degree, Finance
Friends School Baltimore
Melissa Wu, CPA's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Transaction Services Senior at Ernst & Young LLP
Industry Financial Services
Experience
EY April 2015 - Present
Ernst & Young October 2011 - April 2015
Dubilier & Co June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Accounting, Audit, Auditing, Assurance, Risk Management, Financial Modeling, Internal Controls, Valuation
Education
Georgetown University 2007 — 2011
BSBA, Finance & Accounting
London School of Economics and Political Science 2009 — 2010
Study Abroad, Finance
Korea University 2008 — 2008
Study Abroad
EY April 2015 - Present
Ernst & Young October 2011 - April 2015
Dubilier & Co June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Accounting, Audit, Auditing, Assurance, Risk Management, Financial Modeling, Internal Controls, Valuation
Education
Georgetown University 2007 — 2011
BSBA, Finance & Accounting
London School of Economics and Political Science 2009 — 2010
Study Abroad, Finance
Korea University 2008 — 2008
Study Abroad
Lindsay Moramarco's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Senior Stylist & Custom Specialist at Trunk Club
Industry Apparel & Fashion
Experience
Trunk Club March 2014 - Present
The Endeavor Group November 2012 - September 2013
The Rock Creek Group September 2010 - November 2012
The Rock Creek Group August 2009 - April 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Research, PowerPoint, Microsoft Excel, Event Planning, Social Media, Data Analysis, Social Networking, Fundraising, Leadership, Analysis, Facebook, Microsoft Office, Customer Service, Public Speaking, Microsoft Word, Public Relations
Education
Georgetown University 2006 — 2010
BA, English, Economics, Theology
Phillips Academy Andover 2002 — 2006
High School
Trunk Club March 2014 - Present
The Endeavor Group November 2012 - September 2013
The Rock Creek Group September 2010 - November 2012
The Rock Creek Group August 2009 - April 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Research, PowerPoint, Microsoft Excel, Event Planning, Social Media, Data Analysis, Social Networking, Fundraising, Leadership, Analysis, Facebook, Microsoft Office, Customer Service, Public Speaking, Microsoft Word, Public Relations
Education
Georgetown University 2006 — 2010
BA, English, Economics, Theology
Phillips Academy Andover 2002 — 2006
High School
Terry Miller, MBA, CFP, CIMA's Morgan Stanley Smith Barney Experience 2007 - 2009
Job Arbroath Capital
Industry Investment Management
Experience
Arbroath Capital January 2010 - Present
Morgan Stanley Smith Barney 2007 - 2009
AllianceBernstein 2002 - 2006
Smith Barney 2000 - 2002
Prudential Financial 1996 - 2000
Bank of America State Trust Company 1992 - 1996
Chase Manhattan Private Bank January 1988 - July 1992
Skills
Mutual Funds, Series 7, Wealth Management, Alternative Investments, Asset Management, Asset Allocation, Securities, Investment Strategies, Portfolio Management, Series 66, Certified Financial..., ETFs, Investments, Investment Management
Education
Gonzaga University
BA, Mathematics
Gonzaga University - School of Business Administration
MBA
Arbroath Capital January 2010 - Present
Morgan Stanley Smith Barney 2007 - 2009
AllianceBernstein 2002 - 2006
Smith Barney 2000 - 2002
Prudential Financial 1996 - 2000
Bank of America State Trust Company 1992 - 1996
Chase Manhattan Private Bank January 1988 - July 1992
Skills
Mutual Funds, Series 7, Wealth Management, Alternative Investments, Asset Management, Asset Allocation, Securities, Investment Strategies, Portfolio Management, Series 66, Certified Financial..., ETFs, Investments, Investment Management
Education
Gonzaga University
BA, Mathematics
Gonzaga University - School of Business Administration
MBA
Blake T. Jones's Morgan Stanley Smith Barney Experience August 1996 - August 2009
Job Senior Vice President / Wealth Management at Janney Montgomery Scott LLC
Industry Financial Services
Experience
Janney Montgomery Scott LLC August 2009 - Present
Morgan Stanley Smith Barney August 1996 - August 2009
Signature Financial Partners, LLC a member of John Hancock Financial Network 1995 - 1997
Skills
Wealth Management, Investments, Financial Services, Series 7, Asset Allocation, Series 63, Retirement Planning, Mutual Funds, Alternative Investments, Investment Advisory, Equities, Investment Strategies, Strategic Financial..., Portfolio Management, Securities, Asset Management, Retirement, Fixed Income, Series 65, Hedge Funds
Education
Georgetown University 1990 — 1994
BS Finance, Business Finance
Langley High School 1987 — 1990
Janney Montgomery Scott LLC August 2009 - Present
Morgan Stanley Smith Barney August 1996 - August 2009
Signature Financial Partners, LLC a member of John Hancock Financial Network 1995 - 1997
Skills
Wealth Management, Investments, Financial Services, Series 7, Asset Allocation, Series 63, Retirement Planning, Mutual Funds, Alternative Investments, Investment Advisory, Equities, Investment Strategies, Strategic Financial..., Portfolio Management, Securities, Asset Management, Retirement, Fixed Income, Series 65, Hedge Funds
Education
Georgetown University 1990 — 1994
BS Finance, Business Finance
Langley High School 1987 — 1990
Rob La Rue's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Private Equity Associate
Industry Venture Capital & Private Equity
Experience
Alliance Consumer Growth, LLC September 2014 - Present
Stifel Financial Corp. November 2012 - June 2014
Houlihan Lokey July 2011 - October 2012
Milestone Advisors, LLC June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
LBA Realty June 2008 - July 2008
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Capital IQ, Equities
Education
Georgetown University 2007 — 2011
BS in Business Administration, Finance and Accounting
Sacred Heart Prep 2003 — 2007
Alliance Consumer Growth, LLC September 2014 - Present
Stifel Financial Corp. November 2012 - June 2014
Houlihan Lokey July 2011 - October 2012
Milestone Advisors, LLC June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
LBA Realty June 2008 - July 2008
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Capital IQ, Equities
Education
Georgetown University 2007 — 2011
BS in Business Administration, Finance and Accounting
Sacred Heart Prep 2003 — 2007
Michelle Mullis's Morgan Stanley Smith Barney Experience 2005 - 2006
Job Senior Marketing Executive at LabCorp
Industry Marketing and Advertising
Experience
LabCorp January 2014 - Present
Automated Medical Systems July 2012 - July 2013
Solstas / Doctors Laboratory Valdosta Ga March 2006 - June 2012
Morgan Stanley Smith Barney 2005 - 2006
Education
Georgia State University
Business
LabCorp January 2014 - Present
Automated Medical Systems July 2012 - July 2013
Solstas / Doctors Laboratory Valdosta Ga March 2006 - June 2012
Morgan Stanley Smith Barney 2005 - 2006
Education
Georgia State University
Business
Allison Patton's Morgan Stanley Smith Barney Experience July 2013 - Present
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2013 - Present
Skills
Securities Regulation, Securities Litigation
Education
Georgia State University College of Law
Juris Doctor (J.D.)
Georgia State University
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law
Morgan Stanley Smith Barney July 2013 - Present
Skills
Securities Regulation, Securities Litigation
Education
Georgia State University College of Law
Juris Doctor (J.D.)
Georgia State University
Bachelor's Degree, Banking, Corporate, Finance, and Securities Law
Larry Sheridan's Morgan Stanley Smith Barney Experience July 1993 - Present
Job First Vice President/Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 1993 - Present
Education
Georgia State University 1982 — 1986
BBA, Finance and Real Estate
Morgan Stanley Smith Barney July 1993 - Present
Education
Georgia State University 1982 — 1986
BBA, Finance and Real Estate
Barbara Burt's Morgan Stanley Smith Barney Experience June 2009 - April 2011
Job Financial Analysis and Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - April 2011
Citi November 1993 - May 2009
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Budget Process, Budget Monitoring, Department Budgeting, Account Reconciliation, Accounting Applications, Account Management, Process Improvement, Process Management, Microsoft Excel, Microsoft Word, Common Sense
Education
Goucher College
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Simmons School of Management
MBA, Multi-/Interdisciplinary Studies, General
Morgan Stanley Smith Barney June 2009 - April 2011
Citi November 1993 - May 2009
Skills
Financial Analysis, Financial Reporting, Financial Accounting, Budget Process, Budget Monitoring, Department Budgeting, Account Reconciliation, Accounting Applications, Account Management, Process Improvement, Process Management, Microsoft Excel, Microsoft Word, Common Sense
Education
Goucher College
Bachelor of Arts (BA), Liberal Arts and Sciences, General Studies and Humanities
Simmons School of Management
MBA, Multi-/Interdisciplinary Studies, General
Sultana Noorani's Morgan Stanley Smith Barney Experience August 2011 - February 2012
Job Pricing Analyst at GP
Industry Paper & Forest Products
Experience
Georgia-Pacific LLC June 2012 - Present
Morgan Stanley Smith Barney August 2011 - February 2012
Landry's Restaurants 2001 - 2004
Skills
ADP Payroll, Accounting, Customer Service, Analysis, Data Analysis, Finance, Financial Analysis, Financial Reporting, Payroll, Process Improvement
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2011
Bachelors degree in Business Administration, Finance
Georgia-Pacific LLC June 2012 - Present
Morgan Stanley Smith Barney August 2011 - February 2012
Landry's Restaurants 2001 - 2004
Skills
ADP Payroll, Accounting, Customer Service, Analysis, Data Analysis, Finance, Financial Analysis, Financial Reporting, Payroll, Process Improvement
Education
Georgia State University - J. Mack Robinson College of Business 2008 — 2011
Bachelors degree in Business Administration, Finance
William Davis Haas's Morgan Stanley Smith Barney Experience 2000 - 2007
Job Owner, Emerson Davis Capital Management
Industry Investment Management
Experience
Emerson Davis Capital Management Financial AdvisorBanc of America Securities2007 - 2009
Morgan Stanley Smith Barney 2000 - 2007
Skills
Investments, Financial Planning, Estate Planning, Wealth Management
Education
Georgia State University - J. Mack Robinson College of Business 1994 — 1997
Management, stastistical quality assurance and finance
Emerson Davis Capital Management Financial AdvisorBanc of America Securities2007 - 2009
Morgan Stanley Smith Barney 2000 - 2007
Skills
Investments, Financial Planning, Estate Planning, Wealth Management
Education
Georgia State University - J. Mack Robinson College of Business 1994 — 1997
Management, stastistical quality assurance and finance
Prachee Patel's Morgan Stanley Smith Barney Experience May 2009 - July 2009
Job Tax Associate at EY
Industry Law Practice
Experience
EY October 2014 - Present
Lisa S. Siegel - Attorney at Law October 2013 - July 2014
Philip C. Cook Low-Income Taxpayer Clinic January 2013 - May 2014
Aptean February 2013 - September 2013
Georgia Capital Defender Office May 2012 - December 2012
Hearst Digital April 2011 - June 2011
Bradford & Primm, LLC January 2010 - July 2010
Morgan Stanley Smith Barney May 2009 - July 2009
Skills
Legal Writing, Westlaw, Legal Research, Litigation, Lexis, Mediation, Research, Policy Analysis, Nonprofits, Microsoft Excel, Spanish, Data Analysis, Document Drafting, Social Media, Criminal Law, Analysis
Education
Georgia State University College of Law 2011 — 2014
J.D., Law
University of Georgia - Terry College of Business 2007 — 2010
BBA, Finance
EY October 2014 - Present
Lisa S. Siegel - Attorney at Law October 2013 - July 2014
Philip C. Cook Low-Income Taxpayer Clinic January 2013 - May 2014
Aptean February 2013 - September 2013
Georgia Capital Defender Office May 2012 - December 2012
Hearst Digital April 2011 - June 2011
Bradford & Primm, LLC January 2010 - July 2010
Morgan Stanley Smith Barney May 2009 - July 2009
Skills
Legal Writing, Westlaw, Legal Research, Litigation, Lexis, Mediation, Research, Policy Analysis, Nonprofits, Microsoft Excel, Spanish, Data Analysis, Document Drafting, Social Media, Criminal Law, Analysis
Education
Georgia State University College of Law 2011 — 2014
J.D., Law
University of Georgia - Terry College of Business 2007 — 2010
BBA, Finance
Sharon Swain-Cochran's Morgan Stanley Smith Barney Experience January 1985 - June 2010
Job Currently Unemployed
Industry Financial Services
Experience
Phoenix Services, LLC April 2012 - August 2012
University of Delaware July 2011 - April 2012
Morgan Stanley Smith Barney January 1985 - June 2010
Skills
Software Skills: ..., American Express..., Event Planning, Human Resources, Access, Administrative...
Education
Goldey Beacom College 1974 — 1975
Did not graduate, Executive Secretary, 3
Phoenix Services, LLC April 2012 - August 2012
University of Delaware July 2011 - April 2012
Morgan Stanley Smith Barney January 1985 - June 2010
Skills
Software Skills: ..., American Express..., Event Planning, Human Resources, Access, Administrative...
Education
Goldey Beacom College 1974 — 1975
Did not graduate, Executive Secretary, 3
Paul VanDerSchaaf's Morgan Stanley Smith Barney Experience February 1995 - February 2013
Job Sr. Investment Management Consultant at Morgan Stanley (retired)
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 1995 - February 2013
Skills
Asset Allocation, Wealth Management, Mutual Funds, Investments, Series 7, Wealth Management..., Financial Advisory, Series 65, Investment Advisory, 401k, Investment Strategies, Retirement Planning, ETFs, Equities, Asset Managment, Investment Management, Retirement, Hedge Funds, Wealth Accumulation, Series 63, High Net Worth..., Securities, IRAs, Alternative Investments, Financial Planners, equites, 401k Rollovers, Asset Management
Education
Kansas State University 1966 — 1970
M.S., Ph.D, Entomology-Agronomy
Gustavus Adolphus College 1962 — 1966
Bachelor of Science (B.S.), Biology
Morgan Stanley Smith Barney February 1995 - February 2013
Skills
Asset Allocation, Wealth Management, Mutual Funds, Investments, Series 7, Wealth Management..., Financial Advisory, Series 65, Investment Advisory, 401k, Investment Strategies, Retirement Planning, ETFs, Equities, Asset Managment, Investment Management, Retirement, Hedge Funds, Wealth Accumulation, Series 63, High Net Worth..., Securities, IRAs, Alternative Investments, Financial Planners, equites, 401k Rollovers, Asset Management
Education
Kansas State University 1966 — 1970
M.S., Ph.D, Entomology-Agronomy
Gustavus Adolphus College 1962 — 1966
Bachelor of Science (B.S.), Biology
Sonny Vukelj's Morgan Stanley Smith Barney Experience November 2007 - Present
Job Capital Markets Desktop Support
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney November 2007 - Present
Merck June 2006 - October 2007
Bellevue Medical Center May 2005 - November 2005
Skills
Red Hat Linux, Microsoft Office, Microsoft Windows 7, Apple Mac OSX, Visual Basic, Bloomberg Terminal, Reuters, Reuters 3000, Open Source, iOS development, Mobile Applications, Blackberry Enterprise..., Windows Server, Microsoft Technologies, CompTIA A+ Certification, CompTIA A+ Essentials, Dell PowerEdge Servers, Dell Workstations, Xerox Printers, Microsoft Certified..., Operational Excellence, Customer Satisfaction, Customer Service, Windows XP Pro, Software Development, Technical Support, Windows & Mac operating..., Windows 7, Blackberry, Help Desk Support, Laptops, OS X, Windows XP, iOS Development, Active Directory, System Deployment, Software Installation, Troubleshooting, Networking, Hardware
Education
Gibbs College 2003 — 2005
Associate of Arts and Sciences (A.A.S.), Computer Systems Networking and Telecommunications
Morgan Stanley Smith Barney November 2007 - Present
Merck June 2006 - October 2007
Bellevue Medical Center May 2005 - November 2005
Skills
Red Hat Linux, Microsoft Office, Microsoft Windows 7, Apple Mac OSX, Visual Basic, Bloomberg Terminal, Reuters, Reuters 3000, Open Source, iOS development, Mobile Applications, Blackberry Enterprise..., Windows Server, Microsoft Technologies, CompTIA A+ Certification, CompTIA A+ Essentials, Dell PowerEdge Servers, Dell Workstations, Xerox Printers, Microsoft Certified..., Operational Excellence, Customer Satisfaction, Customer Service, Windows XP Pro, Software Development, Technical Support, Windows & Mac operating..., Windows 7, Blackberry, Help Desk Support, Laptops, OS X, Windows XP, iOS Development, Active Directory, System Deployment, Software Installation, Troubleshooting, Networking, Hardware
Education
Gibbs College 2003 — 2005
Associate of Arts and Sciences (A.A.S.), Computer Systems Networking and Telecommunications
Alex Faylond's Morgan Stanley Smith Barney Experience September 2003 - September 2009
Job Experienced Entrepreneur
Industry Information Technology and Services
Experience
XOMA July 2011 - Present
REFVerify Inc January 2013 - July 2015
WCT Systems Inc September 2009 - January 2014
Rodicom Inc September 2007 - February 2012
Loan2get.com January 2011 - January 2012
AccountNow Inc January 2011 - June 2011
FAA September 2009 - November 2010
Morgan Stanley Smith Barney September 2003 - September 2009
Calvin Klein July 2003 - September 2003
KMOC April 2003 - May 2003
Skills
Cloud Computing, Integration, Operating Systems, Management, Cisco Technologies, Visio, System Administration, Networking, Leadership, Telecommunications, Project Management, Product Development, Business Strategy, Start-up Ventures
Education
Walden University
Bachelor of Science (BS), Business Administration and Management, General
Globe Institute of Technology
Associate's degree, Management Information Systems, General
Metropolitan Business Institute
Internet Technologies
XOMA July 2011 - Present
REFVerify Inc January 2013 - July 2015
WCT Systems Inc September 2009 - January 2014
Rodicom Inc September 2007 - February 2012
Loan2get.com January 2011 - January 2012
AccountNow Inc January 2011 - June 2011
FAA September 2009 - November 2010
Morgan Stanley Smith Barney September 2003 - September 2009
Calvin Klein July 2003 - September 2003
KMOC April 2003 - May 2003
Skills
Cloud Computing, Integration, Operating Systems, Management, Cisco Technologies, Visio, System Administration, Networking, Leadership, Telecommunications, Project Management, Product Development, Business Strategy, Start-up Ventures
Education
Walden University
Bachelor of Science (BS), Business Administration and Management, General
Globe Institute of Technology
Associate's degree, Management Information Systems, General
Metropolitan Business Institute
Internet Technologies
Hugo Hilgendorff's Morgan Stanley Smith Barney Experience June 2009 - May 2011
Job Partner at Bressler, Amery & Ross, P.C.
Industry Law Practice
Experience
Bressler, Amery & Ross, P.C. May 2011 - Present
Morgan Stanley Smith Barney June 2009 - May 2011
Citigroup Global Markets Inc. July 2005 - June 2009
Bressler, Amery & Ross, P.C. August 2000 - June 2005
Cuyler Burk, P.C. September 1998 - August 2000
Superior Court of New Jersey September 1997 - August 1998
Education
Villanova University School of Law 1994 — 1997
Doctor of Law (J.D.)
Gettysburg College 1989 — 1993
Bachelor of Arts (B.A.), History
The Pingry School 1986 — 1989
Bressler, Amery & Ross, P.C. May 2011 - Present
Morgan Stanley Smith Barney June 2009 - May 2011
Citigroup Global Markets Inc. July 2005 - June 2009
Bressler, Amery & Ross, P.C. August 2000 - June 2005
Cuyler Burk, P.C. September 1998 - August 2000
Superior Court of New Jersey September 1997 - August 1998
Education
Villanova University School of Law 1994 — 1997
Doctor of Law (J.D.)
Gettysburg College 1989 — 1993
Bachelor of Arts (B.A.), History
The Pingry School 1986 — 1989
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.