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
Brandon Best Brandon Best's Morgan Stanley Smith Barney Experience June 2006 - August 2006
Job Staff Counsel at Aruze Gaming America
Industry Gambling & Casinos
Experience
Aruze Gaming America December 2013 - Present
LegalSource October 2012 - November 2013
National Home Performance Council May 2010 - September 2010
Sodexo May 2010 - July 2010
Sullivan & Worcester LLP January 2010 - April 2010
Prince George's County Circuit Court May 2009 - August 2009
Dawnbreaker September 2007 - July 2008
Morgan Stanley Smith Barney June 2006 - August 2006
Carrier Corporation June 2005 - August 2005
Skills
Westlaw, Legal Research
Education
Howard University School of Law 2008 — 2011
JD
University of Rochester 2003 — 2007
B.A., Political Science
Aruze Gaming America December 2013 - Present
LegalSource October 2012 - November 2013
National Home Performance Council May 2010 - September 2010
Sodexo May 2010 - July 2010
Sullivan & Worcester LLP January 2010 - April 2010
Prince George's County Circuit Court May 2009 - August 2009
Dawnbreaker September 2007 - July 2008
Morgan Stanley Smith Barney June 2006 - August 2006
Carrier Corporation June 2005 - August 2005
Skills
Westlaw, Legal Research
Education
Howard University School of Law 2008 — 2011
JD
University of Rochester 2003 — 2007
B.A., Political Science
Dana Wright Dana Wright's Morgan Stanley Smith Barney Experience June 2007 - May 2013
Job Sales Integration Manager at Allianz Global Investors
Industry Financial Services
Experience
Allianz Global Investors May 2013 - Present
Morgan Stanley Smith Barney June 2007 - May 2013
Citi September 2003 - May 2007
Citi November 1999 - September 2004
Skills
Series 63, Series 7, Wealth Management, Project Management, Marketing Communications, Retirement Planning, Financial Analysis, Financial Services, Insurance, Relationship Management, Life Insurance, Investment Strategies, Long Term Care Insurance, Variable Annuities
Education
Hampton University 1995 — 1999
BS, Business Management
Allianz Global Investors May 2013 - Present
Morgan Stanley Smith Barney June 2007 - May 2013
Citi September 2003 - May 2007
Citi November 1999 - September 2004
Skills
Series 63, Series 7, Wealth Management, Project Management, Marketing Communications, Retirement Planning, Financial Analysis, Financial Services, Insurance, Relationship Management, Life Insurance, Investment Strategies, Long Term Care Insurance, Variable Annuities
Education
Hampton University 1995 — 1999
BS, Business Management
Sandra Hild Duff Sandra Hild Duff's Morgan Stanley Smith Barney Experience April 1998 - July 2009
Job Client Experience Administrator,Financial Services Represenative at MetLife
Industry Financial Services
Experience
MetLife March 2010 - Present
Morgan Stanley Smith Barney April 1998 - July 2009
Marriott Inner Harbor April 1997 - April 1998
Harbor Hospital September 1994 - April 1997
Patrick's Restaurant August 1987 - December 1996
Union Trust Comany January 1972 - March 1985
Skills
Series 7, Series 66, Mutual Funds, 401k, Fixed Annuities, Retirement, Investments, IRAs, Disability Insurance, Asset Allocation, Insurance, Securities, Financial Services, Pensions, Financial Advisory
Education
Hood College 1990 — 1995
B.S., Foods, Nutrition, Finance
MetLife March 2010 - Present
Morgan Stanley Smith Barney April 1998 - July 2009
Marriott Inner Harbor April 1997 - April 1998
Harbor Hospital September 1994 - April 1997
Patrick's Restaurant August 1987 - December 1996
Union Trust Comany January 1972 - March 1985
Skills
Series 7, Series 66, Mutual Funds, 401k, Fixed Annuities, Retirement, Investments, IRAs, Disability Insurance, Asset Allocation, Insurance, Securities, Financial Services, Pensions, Financial Advisory
Education
Hood College 1990 — 1995
B.S., Foods, Nutrition, Finance
Daniel Saylor Daniel Saylor's Morgan Stanley Smith Barney Experience November 1998 - February 2010
Job Principal at Lord Financial Consulting
Industry Financial Services
Experience
Lord Financial Consulting February 2010 - Present
New York Life Insurance Company January 2011 - May 2012
Morgan Stanley Smith Barney November 1998 - February 2010
Merrill Lynch October 1981 - November 1998
Skills
Discovery, Financial Analysis, Process Implementation
Education
Hillsdale College 1973 — 1977
BLS, Economics and Business Administration
Lord Financial Consulting February 2010 - Present
New York Life Insurance Company January 2011 - May 2012
Morgan Stanley Smith Barney November 1998 - February 2010
Merrill Lynch October 1981 - November 1998
Skills
Discovery, Financial Analysis, Process Implementation
Education
Hillsdale College 1973 — 1977
BLS, Economics and Business Administration
Brian Bouchard's Morgan Stanley Smith Barney Experience June 2010 - March 2011
Job Wells Fargo DCIO
Industry Financial Services
Experience
Wells Fargo August 2015 - Present
Thornburg Investment Management February 2011 - Present
Morgan Stanley Smith Barney June 2010 - March 2011
Morgan Stanley Smith Barney July 2009 - June 2010
Morgan Stanley April 2008 - July 2009
Merrill Lynch 2003 - 2008
Education
Harvard Extension School 1993 — 1995
The Catholic University of America 1987 — 1990
Wells Fargo August 2015 - Present
Thornburg Investment Management February 2011 - Present
Morgan Stanley Smith Barney June 2010 - March 2011
Morgan Stanley Smith Barney July 2009 - June 2010
Morgan Stanley April 2008 - July 2009
Merrill Lynch 2003 - 2008
Education
Harvard Extension School 1993 — 1995
The Catholic University of America 1987 — 1990
Jerry Waldron Jerry Waldron's Morgan Stanley Smith Barney Experience 1998 - 1999
Job Regional Pension Consultant
Industry Financial Services
Experience
Retail January 2015 - Present
Farmer & Betts February 2014 - 2014
Benetech, Inc. June 2011 - June 2012
Loren D. Stark July 2010 - January 2011
American Funds March 2005 - June 2010
ADP January 2000 - March 2005
Morgan Stanley Smith Barney 1998 - 1999
Van Kampen Funds 1990 - 1998
Skills
401k, Pensions, Retirement Planning, Insurance, Retirement, Investments, Retirement Plan..., Financial Services
Education
Houston Baptist University 1983 — 1986
Business
Texas State University 1983 — 1986
Business, Marketing
Dulles High School 1979 — 1982
Retail January 2015 - Present
Farmer & Betts February 2014 - 2014
Benetech, Inc. June 2011 - June 2012
Loren D. Stark July 2010 - January 2011
American Funds March 2005 - June 2010
ADP January 2000 - March 2005
Morgan Stanley Smith Barney 1998 - 1999
Van Kampen Funds 1990 - 1998
Skills
401k, Pensions, Retirement Planning, Insurance, Retirement, Investments, Retirement Plan..., Financial Services
Education
Houston Baptist University 1983 — 1986
Business
Texas State University 1983 — 1986
Business, Marketing
Dulles High School 1979 — 1982
Christopher Veneman Christopher Veneman's Morgan Stanley Smith Barney Experience October 2010 - February 2012
Job Project Manager at Morgan Stanley Smith Barney
Industry Investment Banking
Experience
Morgan Stanley February 2012 - Present
Morgan Stanley Smith Barney October 2010 - February 2012
Bloomberg March 2010 - October 2010
Morgan Stanley June 2008 - June 2009
Mass Mutual October 2007 - April 2008
Skills
Excel, Access, PowerPoint, Outlook, Word, Microsoft Office, Business Analysis, Analysis, Windows, Risk Management, Microsoft Excel, Finance, Investments, Financial Services, Equities, Bloomberg, Financial Modeling, Financial Analysis, Management, Fixed Income, Public Speaking, Data Analysis, Investment Banking, Leadership, Asset Management, Securities, Research
Education
Hobart and William Smith Colleges 2003 — 2007
BA, Economics
DIS, COPENHAGEN UNIVERSITY Copenhagen 2006 — 2006
Economics, International Business
Amherst Regional High School 2000 — 2003
High school diploma, Liberal Arts and Sciences, General Studies and Humanities
Morgan Stanley February 2012 - Present
Morgan Stanley Smith Barney October 2010 - February 2012
Bloomberg March 2010 - October 2010
Morgan Stanley June 2008 - June 2009
Mass Mutual October 2007 - April 2008
Skills
Excel, Access, PowerPoint, Outlook, Word, Microsoft Office, Business Analysis, Analysis, Windows, Risk Management, Microsoft Excel, Finance, Investments, Financial Services, Equities, Bloomberg, Financial Modeling, Financial Analysis, Management, Fixed Income, Public Speaking, Data Analysis, Investment Banking, Leadership, Asset Management, Securities, Research
Education
Hobart and William Smith Colleges 2003 — 2007
BA, Economics
DIS, COPENHAGEN UNIVERSITY Copenhagen 2006 — 2006
Economics, International Business
Amherst Regional High School 2000 — 2003
High school diploma, Liberal Arts and Sciences, General Studies and Humanities
Emily Fielder's Morgan Stanley Smith Barney Experience January 2005 - August 2007
Job at Virginia Tech
Industry Higher Education
Experience
Virginia Tech June 2009 - Present
Wine Gourmet September 2007 - 2012
Roanoke County Public Schools January 2009 - May 2009
Roanoke City Public Schools January 2009 - February 2009
Morgan Stanley Smith Barney January 2005 - August 2007
Skills
Community Outreach, Staff Development, Teaching, Public Speaking, Event Planning, Research, Social Media, Nonprofits, Customer Service, Editing, Marketing, Fundraising, Microsoft Office, Education, Career Development, Art Education, Program Evaluation, Early Childhood..., Membership Development, Membership Management, Membership Recruitment, Classroom Management, Social Networking, Microsoft Word, Marketing Communications, Grants, Training, Curriculum Design, Social Media Marketing, Proposal Writing, Art, Microsoft Excel, Facebook, Instructional Design
Education
Virginia Tech 2011 — 2018
Ph.D., Educational Psychology
Hollins University 2007 — 2010
Master of Arts in Teaching, Visual Arts
Hollins University 2001 — 2005
Bachelor of Arts (B.A.), Economics, Art History
Virginia Tech June 2009 - Present
Wine Gourmet September 2007 - 2012
Roanoke County Public Schools January 2009 - May 2009
Roanoke City Public Schools January 2009 - February 2009
Morgan Stanley Smith Barney January 2005 - August 2007
Skills
Community Outreach, Staff Development, Teaching, Public Speaking, Event Planning, Research, Social Media, Nonprofits, Customer Service, Editing, Marketing, Fundraising, Microsoft Office, Education, Career Development, Art Education, Program Evaluation, Early Childhood..., Membership Development, Membership Management, Membership Recruitment, Classroom Management, Social Networking, Microsoft Word, Marketing Communications, Grants, Training, Curriculum Design, Social Media Marketing, Proposal Writing, Art, Microsoft Excel, Facebook, Instructional Design
Education
Virginia Tech 2011 — 2018
Ph.D., Educational Psychology
Hollins University 2007 — 2010
Master of Arts in Teaching, Visual Arts
Hollins University 2001 — 2005
Bachelor of Arts (B.A.), Economics, Art History
William Finan's Morgan Stanley Smith Barney Experience September 2010 - May 2011
Job Sales Analyst
Industry Financial Services
Experience
RBC Capital Markets May 2011 - Present
Morgan Stanley Smith Barney September 2010 - May 2011
Skills
Bloomberg, Excel, Outlook, Financial Analysis, Investments
Education
Hamilton College 2006 — 2010
Bachelor of Arts, Economics
New Canaan High School 2002 — 2006
RBC Capital Markets May 2011 - Present
Morgan Stanley Smith Barney September 2010 - May 2011
Skills
Bloomberg, Excel, Outlook, Financial Analysis, Investments
Education
Hamilton College 2006 — 2010
Bachelor of Arts, Economics
New Canaan High School 2002 — 2006
Patrick L. Warren's Morgan Stanley Smith Barney Experience 1991 - 1993
Job Vice President of Sales, North America Unilin Flooring (Mohawk Industries)
Industry Building Materials
Experience
UNILIN September 2015 - Present
Mohawk Industries - Hard Surfaces Division August 2014 - September 2015
Mohawk Industries September 2013 - August 2014
UNILIN April 2013 - September 2013
UNILIN September 2007 - April 2013
UNILIN January 2007 - November 2008
Columbia Forest Products June 2004 - September 2007
Milliken & Company 1996 - 2004
Henkel 1993 - 1996
Morgan Stanley Smith Barney 1991 - 1993
Skills
Sales Management, Sales, Marketing Management, Marketing, Business Development, Strategic Alliances, Product Development, New Business Development, Marketing Strategy, Market Planning, Sales Operations, Account Management, Key Account Management, Product Management, Pricing, Selling, Retail, Strategic Planning, Management, Business Strategy, Trade Shows, Team Building, Merchandising, Leadership, Purchasing, Negotiation, Forecasting, International Sales, Carpet, Flooring, Marketing Communications, Inventory Management, Product Marketing, P&L Management, B2B, CRM, Building Materials, Contract Negotiation, National Accounts, Key Account Development, Wholesale, Budgets, Sales Process, Sales Presentations, Cross-functional Team..., Competitive Analysis, Business Planning, International Business, Direct Sales, P&L
Education
Southern Methodist University 2012 — 2014
Executive Business School, Business, Management, Marketing, and Related Support Services
Southern Methodist University 2012 — 2014
Executive Business School, Masters in Negotiating I and II
University of Virginia Darden School of Business
Executive Business Class, Strategic Sales and Sales Management
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1995 — 1996
MBA, Business Marketing
Hartwick College 1987 — 1991
BA, Business Management
University of Maryland - Robert H. Smith School of Business
Executive Business Class, Organizational Leadership
UNILIN September 2015 - Present
Mohawk Industries - Hard Surfaces Division August 2014 - September 2015
Mohawk Industries September 2013 - August 2014
UNILIN April 2013 - September 2013
UNILIN September 2007 - April 2013
UNILIN January 2007 - November 2008
Columbia Forest Products June 2004 - September 2007
Milliken & Company 1996 - 2004
Henkel 1993 - 1996
Morgan Stanley Smith Barney 1991 - 1993
Skills
Sales Management, Sales, Marketing Management, Marketing, Business Development, Strategic Alliances, Product Development, New Business Development, Marketing Strategy, Market Planning, Sales Operations, Account Management, Key Account Management, Product Management, Pricing, Selling, Retail, Strategic Planning, Management, Business Strategy, Trade Shows, Team Building, Merchandising, Leadership, Purchasing, Negotiation, Forecasting, International Sales, Carpet, Flooring, Marketing Communications, Inventory Management, Product Marketing, P&L Management, B2B, CRM, Building Materials, Contract Negotiation, National Accounts, Key Account Development, Wholesale, Budgets, Sales Process, Sales Presentations, Cross-functional Team..., Competitive Analysis, Business Planning, International Business, Direct Sales, P&L
Education
Southern Methodist University 2012 — 2014
Executive Business School, Business, Management, Marketing, and Related Support Services
Southern Methodist University 2012 — 2014
Executive Business School, Masters in Negotiating I and II
University of Virginia Darden School of Business
Executive Business Class, Strategic Sales and Sales Management
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1995 — 1996
MBA, Business Marketing
Hartwick College 1987 — 1991
BA, Business Management
University of Maryland - Robert H. Smith School of Business
Executive Business Class, Organizational Leadership
Zeke Scherl's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Analyst at Howard Hughes Corporation
Industry Real Estate
Experience
The Howard Hughes Corporation August 2013 - March 2015
Handybook June 2012 - August 2012
Startup America Partnership May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Research, Financial Analysis, Valuation, Social Media, Data Analysis, Economics, Public Speaking, Due Diligence
Education
Harvard University 2009 — 2013
A.B., Economics
The Howard Hughes Corporation August 2013 - March 2015
Handybook June 2012 - August 2012
Startup America Partnership May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Research, Financial Analysis, Valuation, Social Media, Data Analysis, Economics, Public Speaking, Due Diligence
Education
Harvard University 2009 — 2013
A.B., Economics
James Cunningham's Morgan Stanley Smith Barney Experience June 2011 - January 2012
Job MBA 2017 Candidate at HBS
Industry Information Technology and Services
Experience
Military.com September 2013 - August 2015
U.S. Chamber of Commerce January 2012 - August 2013
Morgan Stanley Smith Barney June 2011 - January 2012
United States Army Reserve September 2009 - December 2011
Pan Insurance, LLC November 2008 - June 2011
US Army July 2005 - November 2008
Skills
Security Clearance, Government, Leadership, Military, Microsoft Excel, Strategic Planning, PowerPoint, Team Building, Research, Social Media, Financial Modeling, Marketing Strategy, Business Strategy, Statistics, National Security, Project Planning, Analysis, Operational Planning, Military Affairs, Policy, Fundraising, Program Management, Leadership Development, Proposal Writing, Public Speaking, DoD, International Relations, Team Leadership, Data Analysis, Public Relations, Policy Analysis
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Utah - David Eccles School of Business 2009 — 2011
Bachelor's Degree, BS Finance, BS Business Administration
Military.com September 2013 - August 2015
U.S. Chamber of Commerce January 2012 - August 2013
Morgan Stanley Smith Barney June 2011 - January 2012
United States Army Reserve September 2009 - December 2011
Pan Insurance, LLC November 2008 - June 2011
US Army July 2005 - November 2008
Skills
Security Clearance, Government, Leadership, Military, Microsoft Excel, Strategic Planning, PowerPoint, Team Building, Research, Social Media, Financial Modeling, Marketing Strategy, Business Strategy, Statistics, National Security, Project Planning, Analysis, Operational Planning, Military Affairs, Policy, Fundraising, Program Management, Leadership Development, Proposal Writing, Public Speaking, DoD, International Relations, Team Leadership, Data Analysis, Public Relations, Policy Analysis
Education
Harvard Business School 2015 — 2017
Master of Business Administration (M.B.A.)
University of Utah - David Eccles School of Business 2009 — 2011
Bachelor's Degree, BS Finance, BS Business Administration
Jason Sinkoff Jason Sinkoff's Morgan Stanley Smith Barney Experience June 2010 - September 2010
Job Head Men's Tennis Coach at Wagner College
Industry Marketing and Advertising
Experience
Wagner College August 2015 - Present
JCC Maccabi Sports Camp February 2015 - Present
San Diego Mesa College August 2013 - July 2015
Camp HorseShoe May 2014 - September 2014
Triple Save Espresso March 2013 - January 2014
San Diego Mesa College January 2013 - July 2013
MediaWhiz Holdings LLC June 2012 - October 2012
USTA August 2012 - September 2012
Hofstra University February 2010 - May 2011
Morgan Stanley Smith Barney June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Facebook, PowerPoint, Social Media Marketing, YouTube, Event Planning, Sports, Public Relations, Market Research, Leadership, Editing, Marketing, Blogging, Social Networking, Recruiting, Public Speaking, Management
Education
Wagner College 2015 — 2017
Master of Business Administration (MBA), Management
Hofstra University 2009 — 2012
Bachelor of Business Admininistration, Marketing
Palomar College 2008 — 2009
Associate of Arts, Liberal Arts
torrey pines high school 2003 — 2007
Wagner College August 2015 - Present
JCC Maccabi Sports Camp February 2015 - Present
San Diego Mesa College August 2013 - July 2015
Camp HorseShoe May 2014 - September 2014
Triple Save Espresso March 2013 - January 2014
San Diego Mesa College January 2013 - July 2013
MediaWhiz Holdings LLC June 2012 - October 2012
USTA August 2012 - September 2012
Hofstra University February 2010 - May 2011
Morgan Stanley Smith Barney June 2010 - September 2010
Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Facebook, PowerPoint, Social Media Marketing, YouTube, Event Planning, Sports, Public Relations, Market Research, Leadership, Editing, Marketing, Blogging, Social Networking, Recruiting, Public Speaking, Management
Education
Wagner College 2015 — 2017
Master of Business Administration (MBA), Management
Hofstra University 2009 — 2012
Bachelor of Business Admininistration, Marketing
Palomar College 2008 — 2009
Associate of Arts, Liberal Arts
torrey pines high school 2003 — 2007
David Nickow David Nickow's Morgan Stanley Smith Barney Experience May 2011 - July 2011
Job Color Technologist at Southern Graphic Systems
Industry Printing
Experience
Southern Graphic Systems May 2013 - Present
Illinois State University January 2013 - May 2013
Werman Law Office, P.C. May 2012 - August 2012
Wiener Take All August 2006 - August 2011
Morgan Stanley Smith Barney May 2011 - July 2011
Skills
Color Management, Adobe Creative Suite, Pre-press, Microsoft Office, Photoshop, Illustrator, InDesign, Microsoft Word, Microsoft Excel, PowerPoint, Screen Printing, Offset Printing, Flexography, Lithography, Rotogravure, Digital Printing, Dreamweaver, Training, Premedia
Education
Illinois State University 2009 — 2013
Bachelor of Science, Graphic Communications: Print Media Management, Business Administration
Southern Graphic Systems May 2013 - Present
Illinois State University January 2013 - May 2013
Werman Law Office, P.C. May 2012 - August 2012
Wiener Take All August 2006 - August 2011
Morgan Stanley Smith Barney May 2011 - July 2011
Skills
Color Management, Adobe Creative Suite, Pre-press, Microsoft Office, Photoshop, Illustrator, InDesign, Microsoft Word, Microsoft Excel, PowerPoint, Screen Printing, Offset Printing, Flexography, Lithography, Rotogravure, Digital Printing, Dreamweaver, Training, Premedia
Education
Illinois State University 2009 — 2013
Bachelor of Science, Graphic Communications: Print Media Management, Business Administration
Kayla Gunderson's Morgan Stanley Smith Barney Experience August 2010 - September 2012
Job Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2013 - Present
Retirement Consulting Group October 2012 - December 2013
Morgan Stanley Smith Barney August 2010 - September 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Public Speaking, Marketing, Social Media, Accounting, Research, Project Management, Series 7, Team Building, Business Development, Recruiting, Social Media Marketing, Social Networking, Event Planning, Leadership, Nonprofits
Education
Humboldt State University 2006 — 2010
Bachelor of Arts (B.A.), Journalism and Mass Communications
Morgan Stanley Wealth Management December 2013 - Present
Retirement Consulting Group October 2012 - December 2013
Morgan Stanley Smith Barney August 2010 - September 2012
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Public Speaking, Marketing, Social Media, Accounting, Research, Project Management, Series 7, Team Building, Business Development, Recruiting, Social Media Marketing, Social Networking, Event Planning, Leadership, Nonprofits
Education
Humboldt State University 2006 — 2010
Bachelor of Arts (B.A.), Journalism and Mass Communications
David A. Pagel David A. Pagel's Morgan Stanley Smith Barney Experience 2010 - 2012
Job International Investors, Office, MultiFamily, Tenant Rep, Industrial
Industry Investment Management
Experience
KW Commercial 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Prudential Financial 2007 - 2009
TCN/DNO Worldwide 2004 - 2006
American Express Financial Advisors 1999 - 2004
Self Employed - Business Developer and Marketing Professional 1997 - 1999
Pagel Properites, Inc 1993 - 1997
Skills
Asset Allocation, Financial Planning, Retirement Planning, Estate Tax Planning, Investment Advisory, Investment Strategies, Alternative Investments, Real Estate Development, Commercial Real Estate, Property & Casualty..., Insurance, Real Estate Financing, Business Brokerage, Business Development, Small Business..., Multi Family Properties, International Investors, Land and Development, Office and Tenant..., Strategic Financial..., Investments, Mortgage Lending, Investment Properties, Series 7, Life Insurance, Entrepreneurship, Asset Management, Brokerage, Portfolio Management, Valuation, Financial Advisory, Real Estate Economics, Mutual Funds, Due Diligence, Series 63, Wealth Management, Retirement, Investment Management, Fixed Annuities, Finance, Private Equity
Education
Hamline University 1989 — 1993
BA, Economics
KW Commercial 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
Prudential Financial 2007 - 2009
TCN/DNO Worldwide 2004 - 2006
American Express Financial Advisors 1999 - 2004
Self Employed - Business Developer and Marketing Professional 1997 - 1999
Pagel Properites, Inc 1993 - 1997
Skills
Asset Allocation, Financial Planning, Retirement Planning, Estate Tax Planning, Investment Advisory, Investment Strategies, Alternative Investments, Real Estate Development, Commercial Real Estate, Property & Casualty..., Insurance, Real Estate Financing, Business Brokerage, Business Development, Small Business..., Multi Family Properties, International Investors, Land and Development, Office and Tenant..., Strategic Financial..., Investments, Mortgage Lending, Investment Properties, Series 7, Life Insurance, Entrepreneurship, Asset Management, Brokerage, Portfolio Management, Valuation, Financial Advisory, Real Estate Economics, Mutual Funds, Due Diligence, Series 63, Wealth Management, Retirement, Investment Management, Fixed Annuities, Finance, Private Equity
Education
Hamline University 1989 — 1993
BA, Economics
Jacqueline de la Houssaye's Morgan Stanley Smith Barney Experience 2008 - 2010
Job Manager, Proposal and Lead Development at Republic Services
Industry Marketing and Advertising
Experience
Republic Services 2012 - Present
Westcott Associates Marketing & Media 2010 - 2012
Morgan Stanley Smith Barney 2008 - 2010
Morgan Stanley Smith Barney 1996 - 2008
First Chicago Trust Company/JP Morgan 1985 - 1996
Skills
Product Management, Equities, Marketing, Marketing Communications, Financial Services, Management Consulting, Product Development, Leadership, Sales Operations, Corporate Communications, Strategic Planning, Finance, Investments, Proposal Writing, Sales, Strategy, Management, Risk Management, Portfolio Management, Mergers & Acquisitions, Operations Management, Securities
Education
Harvard University
AB, Biochemistry
Republic Services 2012 - Present
Westcott Associates Marketing & Media 2010 - 2012
Morgan Stanley Smith Barney 2008 - 2010
Morgan Stanley Smith Barney 1996 - 2008
First Chicago Trust Company/JP Morgan 1985 - 1996
Skills
Product Management, Equities, Marketing, Marketing Communications, Financial Services, Management Consulting, Product Development, Leadership, Sales Operations, Corporate Communications, Strategic Planning, Finance, Investments, Proposal Writing, Sales, Strategy, Management, Risk Management, Portfolio Management, Mergers & Acquisitions, Operations Management, Securities
Education
Harvard University
AB, Biochemistry
Erica Buonassisi's Morgan Stanley Smith Barney Experience May 2006 - April 2010
Job Hospitality/Wine Industry/Sales
Industry Retail
Experience
Francis Ford Coppola Winery June 2012 - Present
Ceres Community Project February 2011 - November 2012
Sur La Table November 2011 - January 2012
Morgan Stanley Smith Barney May 2006 - April 2010
Morgan Stanley October 2000 - May 2006
Skills
Customer Service, Event Planning, Management, Training, Nonprofits
Education
High Point University
Bachelor of Science, Psychology
Francis Ford Coppola Winery June 2012 - Present
Ceres Community Project February 2011 - November 2012
Sur La Table November 2011 - January 2012
Morgan Stanley Smith Barney May 2006 - April 2010
Morgan Stanley October 2000 - May 2006
Skills
Customer Service, Event Planning, Management, Training, Nonprofits
Education
High Point University
Bachelor of Science, Psychology
Shameka Ealy Shameka Ealy's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Project Management
Industry Information Technology and Services
Experience
SecureTech360 May 2015 - Present
Bank of America July 2012 - May 2015
Bank of America June 2011 - June 2012
Meridian Public Charter School August 2009 - December 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Urbane Imagery, Inc August 2008 - January 2009
Morgan Stanley May 2008 - August 2008
Skills
Public Relations, Financial Analysis, Management Consulting, Banking, Negotiation, Microsoft Office, Business Analysis
Education
Howard University 2006 — 2010
2010, Business Administration, Management and Operations
SecureTech360 May 2015 - Present
Bank of America July 2012 - May 2015
Bank of America June 2011 - June 2012
Meridian Public Charter School August 2009 - December 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Urbane Imagery, Inc August 2008 - January 2009
Morgan Stanley May 2008 - August 2008
Skills
Public Relations, Financial Analysis, Management Consulting, Banking, Negotiation, Microsoft Office, Business Analysis
Education
Howard University 2006 — 2010
2010, Business Administration, Management and Operations
Dennis B.G. Rowland Dennis B.G. Rowland's Morgan Stanley Smith Barney Experience May 1987 - January 2010
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2015 - Present
Robert W. Baird & Co. January 2010 - September 2015
Morgan Stanley Smith Barney May 1987 - January 2010
Education
Hamline University 1973 — 1977
BA, Business Economics
Ameriprise Financial Services, Inc. September 2015 - Present
Robert W. Baird & Co. January 2010 - September 2015
Morgan Stanley Smith Barney May 1987 - January 2010
Education
Hamline University 1973 — 1977
BA, Business Economics
Rachel Marciniak-Matthews Rachel Marciniak-Matthews's Morgan Stanley Smith Barney Experience January 1996 - November 1996
Job Owner of Rachel Michael's Popcorn
Industry Food Production
Experience
Rachel Michael's Popcorn November 2011 - Present
Novartis March 2004 - December 2010
GlaxoSmithKline December 2000 - March 2004
NatCity Investments November 1996 - December 2000
Morgan Stanley Smith Barney January 1996 - November 1996
Universal Forest Products June 1994 - January 1996
Skills
Sales, Public Speaking, Direct Sales, Pharmaceutical Sales, Customer Service, Marketing
Education
Hillsdale College 1990 — 1994
B.A., Business Administration, Accounting
Rachel Michael's Popcorn November 2011 - Present
Novartis March 2004 - December 2010
GlaxoSmithKline December 2000 - March 2004
NatCity Investments November 1996 - December 2000
Morgan Stanley Smith Barney January 1996 - November 1996
Universal Forest Products June 1994 - January 1996
Skills
Sales, Public Speaking, Direct Sales, Pharmaceutical Sales, Customer Service, Marketing
Education
Hillsdale College 1990 — 1994
B.A., Business Administration, Accounting
Russell Olson Russell Olson's Morgan Stanley Smith Barney Experience January 2008 - March 2012
Job Financial Advisor
Industry Financial Services
Experience
Financial Consulting Services, Inc. March 2012 - Present
Morgan Stanley Smith Barney January 2008 - March 2012
Merrill Lynch January 2003 - January 2008
Skills
Portfolio Management, Retirement Planning, Alternative Investments, 401k Rollovers
Education
Illinois Institute of Technology 2000 — 2001
Master's of Science in Financial Markets
St. Norbert College 1993 — 1997
Bachelor of Business Administration (B.B.A.)
Financial Consulting Services, Inc. March 2012 - Present
Morgan Stanley Smith Barney January 2008 - March 2012
Merrill Lynch January 2003 - January 2008
Skills
Portfolio Management, Retirement Planning, Alternative Investments, 401k Rollovers
Education
Illinois Institute of Technology 2000 — 2001
Master's of Science in Financial Markets
St. Norbert College 1993 — 1997
Bachelor of Business Administration (B.B.A.)
Nathan Wadhwani Nathan Wadhwani's Morgan Stanley Smith Barney Experience December 2010 - September 2011
Job Engineer
Industry Computer Software
Experience
OpenEd.io July 2014 - March 2015
Talent Advisory Board April 2013 - April 2014
Evalueserve April 2012 - October 2013
Morgan Stanley Smith Barney December 2010 - September 2011
Mt. Holyoke College September 2009 - May 2010
Hampshire College September 2008 - May 2009
Advanced Pain Management May 2008 - October 2008
Skills
R, Python, Financial Modeling, Financial Analysis, Data Analysis, Valuation, Corporate Finance, Investments, Data Analytics, Financial Statement..., Financial Reporting, Financial Risk, Financial Markets, Business Development, Bloomberg, Business Analysis, Strategic Financial..., Forecasting, Equity Research, Statistics, Asset Management, FactSet
Education
Hampshire College 2006 — 2010
Bachelor of Arts (B.A.), Finance and Accounting; Pre-Medicine/Pre-Medical Studies
The Athenian 2002 — 2006
Coursera
OpenEd.io July 2014 - March 2015
Talent Advisory Board April 2013 - April 2014
Evalueserve April 2012 - October 2013
Morgan Stanley Smith Barney December 2010 - September 2011
Mt. Holyoke College September 2009 - May 2010
Hampshire College September 2008 - May 2009
Advanced Pain Management May 2008 - October 2008
Skills
R, Python, Financial Modeling, Financial Analysis, Data Analysis, Valuation, Corporate Finance, Investments, Data Analytics, Financial Statement..., Financial Reporting, Financial Risk, Financial Markets, Business Development, Bloomberg, Business Analysis, Strategic Financial..., Forecasting, Equity Research, Statistics, Asset Management, FactSet
Education
Hampshire College 2006 — 2010
Bachelor of Arts (B.A.), Finance and Accounting; Pre-Medicine/Pre-Medical Studies
The Athenian 2002 — 2006
Coursera
Vanessa Trutt Vanessa Trutt's Morgan Stanley Smith Barney Experience October 2011 - Present
Job Executive Director Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2011 - Present
Morgan Stanley Smith Barney June 2009 - October 2011
Citi Smith Barney September 2007 - May 2009
Citi July 2006 - September 2007
Smith Barney July 2004 - July 2006
The Bank of New York November 2000 - July 2004
Graham-Field Health Products, Inc January 1995 - September 2000
Education
Hofstra University
Bachelor, Business Administration; Business Computer Information Systems; Quantitative Methods
Morgan Stanley Smith Barney October 2011 - Present
Morgan Stanley Smith Barney June 2009 - October 2011
Citi Smith Barney September 2007 - May 2009
Citi July 2006 - September 2007
Smith Barney July 2004 - July 2006
The Bank of New York November 2000 - July 2004
Graham-Field Health Products, Inc January 1995 - September 2000
Education
Hofstra University
Bachelor, Business Administration; Business Computer Information Systems; Quantitative Methods
Justine Kirby Justine Kirby's Morgan Stanley Smith Barney Experience October 2005 - October 2012
Job Director Barclays
Industry Financial Services
Experience
Barclays October 2012 - Present
Kiwi Club of New York Inc. February 2003 - February 2014
Morgan Stanley Smith Barney October 2005 - October 2012
Debevoise & Plimpton LLP October 1999 - September 2005
Chapman Tripp October 1996 - October 1999
Chen Palmer New Zealand Public and Employment Law Specialists August 1995 - October 1996
Simpson Grierson May 1993 - August 1994
Minter Ellison Rudd Watts November 1990 - February 1991
Skills
Investment Advisory, Investment Management, Asset Management, Managed Money, Separately Managed..., Mutual Funds, Broker-Dealer, Wealth Management, Wealth Management..., Financial Services, Securities, Securities Regulation, Corporate Law, ERISA, Legal Advice, Regulatory Requirements, Regulatory Compliance, Regulatory Submissions, Risk Management, Legal Compliance, Disclosure, Communication, Plain English, Document Drafting, Drafting Agreements, Contractual Agreements, Contract Negotiation, Negotiation, Due Diligence, RFP, Marketing Communications, GIPS, GIPS Compliance, Non-disclosure..., Governance, Committees, Project Management, Mergers & Acquisitions, Joint Ventures, Public Speaking
Education
Harvard Law School 1994 — 1995
LL.M., Law
University of Canterbury 1988 — 1992
LL.B.(Hons.), Law
University of Canterbury 1988 — 1992
B.Com., Economics, Math
Barclays October 2012 - Present
Kiwi Club of New York Inc. February 2003 - February 2014
Morgan Stanley Smith Barney October 2005 - October 2012
Debevoise & Plimpton LLP October 1999 - September 2005
Chapman Tripp October 1996 - October 1999
Chen Palmer New Zealand Public and Employment Law Specialists August 1995 - October 1996
Simpson Grierson May 1993 - August 1994
Minter Ellison Rudd Watts November 1990 - February 1991
Skills
Investment Advisory, Investment Management, Asset Management, Managed Money, Separately Managed..., Mutual Funds, Broker-Dealer, Wealth Management, Wealth Management..., Financial Services, Securities, Securities Regulation, Corporate Law, ERISA, Legal Advice, Regulatory Requirements, Regulatory Compliance, Regulatory Submissions, Risk Management, Legal Compliance, Disclosure, Communication, Plain English, Document Drafting, Drafting Agreements, Contractual Agreements, Contract Negotiation, Negotiation, Due Diligence, RFP, Marketing Communications, GIPS, GIPS Compliance, Non-disclosure..., Governance, Committees, Project Management, Mergers & Acquisitions, Joint Ventures, Public Speaking
Education
Harvard Law School 1994 — 1995
LL.M., Law
University of Canterbury 1988 — 1992
LL.B.(Hons.), Law
University of Canterbury 1988 — 1992
B.Com., Economics, Math
Clyde Pelton Clyde Pelton's Morgan Stanley Smith Barney Experience February 2010 - Present
Job Branch Manager, Financial Advisor, Portfolio Manager, SR VP, Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2010 - Present
Education
Hendrix College 1982 — 1986
BA, Poli Sci; English
Morgan Stanley Smith Barney February 2010 - Present
Education
Hendrix College 1982 — 1986
BA, Poli Sci; English
Damien Hooper-Campbell's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job Global Diversity & Inclusion Lead at Uber
Industry Professional Training & Coaching
Experience
Uber June 2015 - Present
Google April 2014 - May 2015
Candid8 Advisors 2011 - May 2015
Goldman Sachs March 2011 - March 2014
Harvard Business School July 2009 - May 2011
Morgan Stanley Smith Barney June 2008 - August 2008
UBS Investment Bank June 2007 - August 2007
Upper Manhattan Empowerment Zone Development Corporation January 2005 - May 2007
Ginger Restaurant January 2006 - June 2006
Morgan Stanley Smith Barney July 2002 - August 2004
Skills
Financial Analysis, Financial Modeling, Investments, Investment Banking, Management Consulting, Management, Mergers & Acquisitions, Private Equity, Business Development, Corporate Finance, Derivatives, Strategy, Business Strategy
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
Morehouse College 1996 — 2002
Bachelor of Arts, Economics
Uber June 2015 - Present
Google April 2014 - May 2015
Candid8 Advisors 2011 - May 2015
Goldman Sachs March 2011 - March 2014
Harvard Business School July 2009 - May 2011
Morgan Stanley Smith Barney June 2008 - August 2008
UBS Investment Bank June 2007 - August 2007
Upper Manhattan Empowerment Zone Development Corporation January 2005 - May 2007
Ginger Restaurant January 2006 - June 2006
Morgan Stanley Smith Barney July 2002 - August 2004
Skills
Financial Analysis, Financial Modeling, Investments, Investment Banking, Management Consulting, Management, Mergers & Acquisitions, Private Equity, Business Development, Corporate Finance, Derivatives, Strategy, Business Strategy
Education
Harvard Business School 2007 — 2009
Master of Business Administration (MBA)
Morehouse College 1996 — 2002
Bachelor of Arts, Economics
Carl Fazio, Jr Carl Fazio, Jr's Morgan Stanley Smith Barney Experience 2006 - 2010
Job Financial Advisor, Associate VP at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2011 - Present
Morgan Stanley Smith Barney 2006 - 2010
Raymond James and Associates, Inc 2002 - 2005
Education
Hobart and William Smith Colleges 1968 — 1972
BA, Urban Studies
Ameriprise Financial Services, Inc. March 2011 - Present
Morgan Stanley Smith Barney 2006 - 2010
Raymond James and Associates, Inc 2002 - 2005
Education
Hobart and William Smith Colleges 1968 — 1972
BA, Urban Studies
Doug Fultz Doug Fultz's Morgan Stanley Smith Barney Experience October 1996 - November 1997
Job External Annuity Wholesaler at Forethought Financial Group, Inc.
Industry Financial Services
Experience
Forethought Financial Group, Inc./Global Atlantic Financial Group Limited January 2013 - Present
The Hartford July 2006 - December 2012
LPL Financial December 1997 - July 2006
Morgan Stanley Smith Barney October 1996 - November 1997
Merrill Lynch January 1995 - April 1996
Ameriprise Financial Services, Inc. January 1993 - January 1994
Skills
Series 7, Series 63, Series 65, Series 24, Variable Annuities, Fixed Annuities, Mutual Funds, Stocks, Bonds, Investment Advisory..., Life Insurance, Health Insurance, Disability Insurance, Program Management, Financial Advisory, Institutional Sales, Personal Financial...
Education
Hamilton College 1998 — 2002
Bachelor of Arts, Economics
Phillips Academy Andover MA 1986 — 1987
College Prep, Liberal Arts
Duxbury High School 1982 — 1986
High School Diploma, College Prep, 9-12
Forethought Financial Group, Inc./Global Atlantic Financial Group Limited January 2013 - Present
The Hartford July 2006 - December 2012
LPL Financial December 1997 - July 2006
Morgan Stanley Smith Barney October 1996 - November 1997
Merrill Lynch January 1995 - April 1996
Ameriprise Financial Services, Inc. January 1993 - January 1994
Skills
Series 7, Series 63, Series 65, Series 24, Variable Annuities, Fixed Annuities, Mutual Funds, Stocks, Bonds, Investment Advisory..., Life Insurance, Health Insurance, Disability Insurance, Program Management, Financial Advisory, Institutional Sales, Personal Financial...
Education
Hamilton College 1998 — 2002
Bachelor of Arts, Economics
Phillips Academy Andover MA 1986 — 1987
College Prep, Liberal Arts
Duxbury High School 1982 — 1986
High School Diploma, College Prep, 9-12
Ezra Mosseri Ezra Mosseri's Morgan Stanley Smith Barney Experience July 2011 - May 2012
Job Business Development at Moburst | Cofounder and CEO at Exceleratr | Former: Morgan Stanley Smith Barney | ezram.nyc
Industry Internet
Experience
Moburst N.A. January 2015 - Present
Exceleratr August 2011 - Present
HomeGoods Plus April 2012 - Present
Mor Fun Foods Inc. April 2010 - December 2014
Rita Hazan Salon July 2013 - August 2013
Flatbush Falcons September 2012 - May 2013
Morgan Stanley Smith Barney July 2011 - May 2012
iTNT Radio October 2009 - June 2011
Skills
Start-ups, Consulting, Marketing, Social Media, Sales, E-commerce, PowerPoint, Photoshop, Microsoft Office, Microsoft Excel, Strategic Planning, Public Relations, Microsoft Word, Public Speaking, Social Networking, Online Marketing, Retail, Entrepreneurship, Investments, Product Development, Strategic Financial..., Marketing Strategy, iWeb, iWork, Pages, Keynote, Numbers, Apple, Web Development, Problem Solving, Team Management, Team Leadership
Education
New York University 2011 — 2015
Bachelor of Science (BS), Management, Organizational Management, Web Development and Applications
ILEAD Leadership Development 2010 — 2015
The Interdisciplinary Center 2014 — 2014
Positive Psychology
Yeshivah of Flatbush Joel Braverman High School 2007 — 2011
Regents Diploma
Moburst N.A. January 2015 - Present
Exceleratr August 2011 - Present
HomeGoods Plus April 2012 - Present
Mor Fun Foods Inc. April 2010 - December 2014
Rita Hazan Salon July 2013 - August 2013
Flatbush Falcons September 2012 - May 2013
Morgan Stanley Smith Barney July 2011 - May 2012
iTNT Radio October 2009 - June 2011
Skills
Start-ups, Consulting, Marketing, Social Media, Sales, E-commerce, PowerPoint, Photoshop, Microsoft Office, Microsoft Excel, Strategic Planning, Public Relations, Microsoft Word, Public Speaking, Social Networking, Online Marketing, Retail, Entrepreneurship, Investments, Product Development, Strategic Financial..., Marketing Strategy, iWeb, iWork, Pages, Keynote, Numbers, Apple, Web Development, Problem Solving, Team Management, Team Leadership
Education
New York University 2011 — 2015
Bachelor of Science (BS), Management, Organizational Management, Web Development and Applications
ILEAD Leadership Development 2010 — 2015
The Interdisciplinary Center 2014 — 2014
Positive Psychology
Yeshivah of Flatbush Joel Braverman High School 2007 — 2011
Regents Diploma
Karen KC Conway's Morgan Stanley Smith Barney Experience 2002 - 2003
Job Vice President at First Republic Bank
Industry Financial Services
Experience
First Republic Bank December 2013 - Present
NestWise December 2012 - September 2013
Pershing January 2012 - November 2012
LPL Financial June 2007 - December 2011
UVEST Financial Services May 2005 - June 2007
Financial Foundation 2003 - 2005
Morgan Stanley Smith Barney 2002 - 2003
Merrill Lynch Investment Managers October 1998 - January 2002
Skills
Mutual Funds, Investments, Asset Management, Strategic Financial..., Financial Advisory, CRM, Investment Management, Finance, Project Management, Business Development, Organizational..., Series 7, Financial Services, Wealth Management, Securities, Consulting, Retirement Planning, Investment Advisory, Banking
Education
Harvard University
BA
UCLA-Anderson School 1998 — 2001
MBA, Business
First Republic Bank December 2013 - Present
NestWise December 2012 - September 2013
Pershing January 2012 - November 2012
LPL Financial June 2007 - December 2011
UVEST Financial Services May 2005 - June 2007
Financial Foundation 2003 - 2005
Morgan Stanley Smith Barney 2002 - 2003
Merrill Lynch Investment Managers October 1998 - January 2002
Skills
Mutual Funds, Investments, Asset Management, Strategic Financial..., Financial Advisory, CRM, Investment Management, Finance, Project Management, Business Development, Organizational..., Series 7, Financial Services, Wealth Management, Securities, Consulting, Retirement Planning, Investment Advisory, Banking
Education
Harvard University
BA
UCLA-Anderson School 1998 — 2001
MBA, Business
Tomas Carvalho e Silva's Morgan Stanley Smith Barney Experience June 2010 - September 2011
Job Lead Business Analyst Business Rules at Freddie Mac
Industry Financial Services
Experience
Freddie Mac December 2014 - Present
Freddie Mac December 2013 - December 2014
Freddie Mac October 2012 - December 2013
MSCI Inc. January 2012 - June 2012
Morgan Stanley Smith Barney June 2010 - September 2011
Hobart & William Smith Residential Education August 2007 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Citi Smith Barney June 2008 - August 2008
Somague June 2007 - August 2007
Skills
Excel, PowerPoint, Word, Financial Analysis, Microsoft Office, Spanish, Financial Planning, Analysis, Investments, Research, Portfolio Management, Problem Solving, Economics, Asset Management, Outlook, Portuguese native, Bloomberg Terminal, Fixed Income, Equities, Microsoft Excel, Microsoft Word, Strategy, Lamps
Education
Hobart and William Smith Colleges 2006 — 2010
B.A., Economics and Computer Science
Albany Academy 2005 — 2006
Economics
Freddie Mac December 2014 - Present
Freddie Mac December 2013 - December 2014
Freddie Mac October 2012 - December 2013
MSCI Inc. January 2012 - June 2012
Morgan Stanley Smith Barney June 2010 - September 2011
Hobart & William Smith Residential Education August 2007 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Citi Smith Barney June 2008 - August 2008
Somague June 2007 - August 2007
Skills
Excel, PowerPoint, Word, Financial Analysis, Microsoft Office, Spanish, Financial Planning, Analysis, Investments, Research, Portfolio Management, Problem Solving, Economics, Asset Management, Outlook, Portuguese native, Bloomberg Terminal, Fixed Income, Equities, Microsoft Excel, Microsoft Word, Strategy, Lamps
Education
Hobart and William Smith Colleges 2006 — 2010
B.A., Economics and Computer Science
Albany Academy 2005 — 2006
Economics
Erin Lloyd Erin Lloyd's Morgan Stanley Smith Barney Experience March 2010 - Present
Job Senior HR Generalist at Morgan Stanley
Industry Human Resources
Experience
Morgan Stanley Smith Barney March 2010 - Present
Tatum LLC March 2008 - May 2010
MMC / Marsh July 2003 - February 2008
The Home Depot January 2002 - July 2003
SCI Companies October 1993 - November 2001
Education
University of Tampa 2001 — 2004
MBA, Management, International
Hollins University 1989 — 1993
History
Morgan Stanley Smith Barney March 2010 - Present
Tatum LLC March 2008 - May 2010
MMC / Marsh July 2003 - February 2008
The Home Depot January 2002 - July 2003
SCI Companies October 1993 - November 2001
Education
University of Tampa 2001 — 2004
MBA, Management, International
Hollins University 1989 — 1993
History
Christina Giordano's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Executive Search and Assessment Professional at Russell Reynolds Associates
Industry Staffing and Recruiting
Experience
Russell Reynolds Associates September 2015 - Present
LaunchSquad February 2015 - September 2015
LaunchSquad January 2014 - February 2015
The Martin Agency January 2013 - January 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Thomson Reuters June 2011 - August 2011
Education
Hamilton College 2010 — 2013
Bachelor of Arts (B.A.)
Tuck School of Business at Dartmouth 2013 — 2013
Business Bridge Program
New York University in Florence 2012 — 2012
New York University in London 2009 — 2009
The Hotchkiss School 2006 — 2009
Russell Reynolds Associates September 2015 - Present
LaunchSquad February 2015 - September 2015
LaunchSquad January 2014 - February 2015
The Martin Agency January 2013 - January 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Thomson Reuters June 2011 - August 2011
Education
Hamilton College 2010 — 2013
Bachelor of Arts (B.A.)
Tuck School of Business at Dartmouth 2013 — 2013
Business Bridge Program
New York University in Florence 2012 — 2012
New York University in London 2009 — 2009
The Hotchkiss School 2006 — 2009
Devon Rinker's Morgan Stanley Smith Barney Experience June 2009 - July 2009
Job MBA Candidate at Harvard Business School
Industry Venture Capital & Private Equity
Experience
KKR July 2013 - July 2015
Evercore Partners June 2011 - June 2013
Talara Capital Management October 2010 - May 2011
Graham Capital Management May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - July 2009
Merrill Lynch May 2008 - August 2008
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
University of Virginia
KKR July 2013 - July 2015
Evercore Partners June 2011 - June 2013
Talara Capital Management October 2010 - May 2011
Graham Capital Management May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - July 2009
Merrill Lynch May 2008 - August 2008
Education
Harvard Business School 2015 — 2017
Master of Business Administration (MBA)
University of Virginia
Carolyn (Martin) Buscarino Carolyn (Martin) Buscarino's Morgan Stanley Smith Barney Experience January 1987 - March 1988
Job Chief Operating Officer at The Reinvention Institute
Industry Professional Training & Coaching
Experience
The Reinvention Institute June 2011 - Present
New York Life Insurance Company April 1988 - March 2007
Morgan Stanley Smith Barney January 1987 - March 1988
Skills
Advertising, Public Relations, Business Strategy, Message Development, Crisis Communications, Reputation Management, Communications Strategy, Marketing Communications, Corporate Social..., Foundation Management, Employee Relations, Internal Communications, Strategic Communications
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA with distinction, Management
Harvard University 1982 — 1986
AB, cum laude in General Studies, Economics
The Reinvention Institute June 2011 - Present
New York Life Insurance Company April 1988 - March 2007
Morgan Stanley Smith Barney January 1987 - March 1988
Skills
Advertising, Public Relations, Business Strategy, Message Development, Crisis Communications, Reputation Management, Communications Strategy, Marketing Communications, Corporate Social..., Foundation Management, Employee Relations, Internal Communications, Strategic Communications
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA with distinction, Management
Harvard University 1982 — 1986
AB, cum laude in General Studies, Economics
Nikki Bargas Nikki Bargas's Morgan Stanley Smith Barney Experience October 1999 - August 2000
Job Informa Investment Solutions
Industry Financial Services
Experience
Informa Investment Services February 2006 - Present
CheckFree Investment Services September 2000 - February 2006
H&R Block January 2001 - January 2003
Morgan Stanley Smith Barney October 1999 - August 2000
Financial Service Corporation September 1996 - September 1999
Franklin Templeton Group August 1992 - September 1995
Skills
Investments, Mutual Funds, Management, Analysis, Portfolio Management
Education
NYU 2009 — 2009
Certificate, Financial Planning Program
Hampton University 1988 — 1992
Finance, Finance and Economics
New York University
Informa Investment Services February 2006 - Present
CheckFree Investment Services September 2000 - February 2006
H&R Block January 2001 - January 2003
Morgan Stanley Smith Barney October 1999 - August 2000
Financial Service Corporation September 1996 - September 1999
Franklin Templeton Group August 1992 - September 1995
Skills
Investments, Mutual Funds, Management, Analysis, Portfolio Management
Education
NYU 2009 — 2009
Certificate, Financial Planning Program
Hampton University 1988 — 1992
Finance, Finance and Economics
New York University
Jennifer Strafford Jennifer Strafford's Morgan Stanley Smith Barney Experience July 2008 - December 2012
Job Vice President at Morgan Stanley Wealth Management
Industry Capital Markets
Experience
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley Smith Barney July 2008 - December 2012
Citigroup 2006 - July 2008
Skills
Equities, Fixed Income, Trading, Middle Office
Education
Hofstra University 2004 — 2006
Bachelors, Finance
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley Smith Barney July 2008 - December 2012
Citigroup 2006 - July 2008
Skills
Equities, Fixed Income, Trading, Middle Office
Education
Hofstra University 2004 — 2006
Bachelors, Finance
Jamie Terhune Jamie Terhune's Morgan Stanley Smith Barney Experience April 2012 - January 2013
Job English Instructor at Academy of Art University & College of Marin
Industry Higher Education
Experience
Academy of Art University January 2013 - Present
College of Marin 2009 - Present
Homeward Bound of Marin December 2012 - June 2013
Morgan Stanley Smith Barney April 2012 - January 2013
Canal Alliance July 2011 - October 2011
Marin Employment Connection January 2010 - June 2011
San Rafael City Schools August 2008 - June 2009
Tamalpais Adult and Community Education 2004 - 2009
KPFA Radio 1999 - 1999
Handlery Union Square Hotel 1995 - 1998
Skills
Career Counseling, Teaching English as a..., Community Outreach, Program Development, Instructional Design, Entrepreneurship, Staff Development, Spanish, Interviews, Career Development, Leadership, ESL, Public Speaking, Nonprofits, Curriculum Design, Teaching, Research, Grant Writing, Volunteer Management, Grants, Recruiting, Leadership Development, Resume Writing, Curriculum Development, Classroom, Employee Training
Education
San Francisco State University 2003 — 2004
Master's, English
Hampshire College 1989 — 1993
Bachelor's, Political Economics
Lowell High School 1984 — 1988
High School Diploma
Kaplan
Academy of Art University January 2013 - Present
College of Marin 2009 - Present
Homeward Bound of Marin December 2012 - June 2013
Morgan Stanley Smith Barney April 2012 - January 2013
Canal Alliance July 2011 - October 2011
Marin Employment Connection January 2010 - June 2011
San Rafael City Schools August 2008 - June 2009
Tamalpais Adult and Community Education 2004 - 2009
KPFA Radio 1999 - 1999
Handlery Union Square Hotel 1995 - 1998
Skills
Career Counseling, Teaching English as a..., Community Outreach, Program Development, Instructional Design, Entrepreneurship, Staff Development, Spanish, Interviews, Career Development, Leadership, ESL, Public Speaking, Nonprofits, Curriculum Design, Teaching, Research, Grant Writing, Volunteer Management, Grants, Recruiting, Leadership Development, Resume Writing, Curriculum Development, Classroom, Employee Training
Education
San Francisco State University 2003 — 2004
Master's, English
Hampshire College 1989 — 1993
Bachelor's, Political Economics
Lowell High School 1984 — 1988
High School Diploma
Kaplan
Joe Gilbert Joe Gilbert's Morgan Stanley Smith Barney Experience May 2008 - May 2011
Job AVP at Barclays Wealth and Investment Management
Industry Investment Management
Experience
Barclays Wealth and Investment Management May 2011 - Present
Morgan Stanley Smith Barney May 2008 - May 2011
Soccer American August 2006 - March 2008
Total Futbol 2006 - 2008
Osprey Group, LLC. April 2004 - August 2006
Wintergreen Resort November 1998 - March 2006
Kitty Hawk Kites May 2000 - November 2004
Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Sales, Risk Management, Finance, ESOP, Financial Analysis, Private Equity, Public Speaking, Coaching, Leadership, Employee Benefits, Financial Advisory, Securities, Training, Strategic Planning, Alternative Investments, Series 7, Asset Management, Small Business, Conflict Resolution, Logistics, Equities, Mutual Funds, Investment Advisory, Asset Allocation, Coaching and Training, Asset Managment, Fixed Income, Strategic Financial..., Logistical Preperation, Leading with Integrity, Financial Services
Education
University of Virginia 2003 — 2003
Certificate (MBI), Finance, IT/IS, Management, Accounting, Marketing
Hampden-Sydney College 1999 — 2003
BA, Managerial Economics
The Covenant School
Barclays Wealth and Investment Management May 2011 - Present
Morgan Stanley Smith Barney May 2008 - May 2011
Soccer American August 2006 - March 2008
Total Futbol 2006 - 2008
Osprey Group, LLC. April 2004 - August 2006
Wintergreen Resort November 1998 - March 2006
Kitty Hawk Kites May 2000 - November 2004
Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Sales, Risk Management, Finance, ESOP, Financial Analysis, Private Equity, Public Speaking, Coaching, Leadership, Employee Benefits, Financial Advisory, Securities, Training, Strategic Planning, Alternative Investments, Series 7, Asset Management, Small Business, Conflict Resolution, Logistics, Equities, Mutual Funds, Investment Advisory, Asset Allocation, Coaching and Training, Asset Managment, Fixed Income, Strategic Financial..., Logistical Preperation, Leading with Integrity, Financial Services
Education
University of Virginia 2003 — 2003
Certificate (MBI), Finance, IT/IS, Management, Accounting, Marketing
Hampden-Sydney College 1999 — 2003
BA, Managerial Economics
The Covenant School
Debbie Warren, MBA's Morgan Stanley Smith Barney Experience January 2010 - February 2011
Job Looking for a new Senior Financial Consulting Project at a new company
Industry Information Technology and Services
Experience
new company Senior UAT ManagerTIAA-CREF, NYMay 2013 - October 2013
Comp Networking, NY June 2012 - April 2013
Morgan Stanley September 2011 - April 2012
Bank of America February 2011 - July 2011
Morgan Stanley Smith Barney January 2010 - February 2011
KEANE, INC April 2007 - July 2009
TIAA-CREF April 2007 - July 2009
TIAA-CREF March 2005 - April 2007
CONDE NASTE - NEW YORKER MAGAZINE June 2004 - August 2004
Comp NetWorking May 2003 - June 2004
Skills
Project Management, Quality Assurance, Quality Management, Business Relationship..., Business Process..., Business Process..., Business Process..., Strategic Planning, Testing Methodologies, Project Management..., Software Development..., Accounting and..., Financial Planning..., Institutional Global..., Business Analysis and..., Project Portfolio..., Designs, Integration, Business Analysis, SDLC, Visio, Software Development..., MS Project, Systems, Process Improvement, Vendor Management, Requirements Analysis, Software Development, Testing, PMO, Strategy, Leadership, Data Warehousing, Business Requirements, Disaster Recovery, Quality Center, Resource Management, Analysis, Software Documentation, User Acceptance Testing, Test Planning, Regression Testing, Software Project..., Management, IT Strategy, Systems Analysis, Project Planning, System Testing, Enterprise Architecture, Requirements Gathering
Education
Queensborough Community College 1980 — 1981
CDP, Certificate of Data Processing in Systems Analysis and Design
Hofstra University 1977 — 1980
MBA, Business Administration, MIS
University at Albany, SUNY 1973 — 1977
BA, Business, French
Université Paris-Sorbonne 1975 — 1976
Degre Superieur, Business, Economics, and French Language
new company Senior UAT ManagerTIAA-CREF, NYMay 2013 - October 2013
Comp Networking, NY June 2012 - April 2013
Morgan Stanley September 2011 - April 2012
Bank of America February 2011 - July 2011
Morgan Stanley Smith Barney January 2010 - February 2011
KEANE, INC April 2007 - July 2009
TIAA-CREF April 2007 - July 2009
TIAA-CREF March 2005 - April 2007
CONDE NASTE - NEW YORKER MAGAZINE June 2004 - August 2004
Comp NetWorking May 2003 - June 2004
Skills
Project Management, Quality Assurance, Quality Management, Business Relationship..., Business Process..., Business Process..., Business Process..., Strategic Planning, Testing Methodologies, Project Management..., Software Development..., Accounting and..., Financial Planning..., Institutional Global..., Business Analysis and..., Project Portfolio..., Designs, Integration, Business Analysis, SDLC, Visio, Software Development..., MS Project, Systems, Process Improvement, Vendor Management, Requirements Analysis, Software Development, Testing, PMO, Strategy, Leadership, Data Warehousing, Business Requirements, Disaster Recovery, Quality Center, Resource Management, Analysis, Software Documentation, User Acceptance Testing, Test Planning, Regression Testing, Software Project..., Management, IT Strategy, Systems Analysis, Project Planning, System Testing, Enterprise Architecture, Requirements Gathering
Education
Queensborough Community College 1980 — 1981
CDP, Certificate of Data Processing in Systems Analysis and Design
Hofstra University 1977 — 1980
MBA, Business Administration, MIS
University at Albany, SUNY 1973 — 1977
BA, Business, French
Université Paris-Sorbonne 1975 — 1976
Degre Superieur, Business, Economics, and French Language
Beth Johnson, ChFC, CLU, CDFA Beth Johnson, ChFC, CLU, CDFA's Morgan Stanley Smith Barney Experience February 2010 - Present
Job Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2010 - Present
Ameriprise Financial February 2000 - February 2010
Wells Fargo August 1998 - February 2000
Education
Harding University 1987 — 1989
Bachelor of Science, Finance, Accounting & Public Administration
Morgan Stanley Smith Barney February 2010 - Present
Ameriprise Financial February 2000 - February 2010
Wells Fargo August 1998 - February 2000
Education
Harding University 1987 — 1989
Bachelor of Science, Finance, Accounting & Public Administration
Susana Wong Susana Wong's Morgan Stanley Smith Barney Experience November 2007 - Present
Job Client Sales Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2007 - Present
Education
Hofstra University 2007 — 2010
MBA, Finance
Brooklyn Technical High School
Humanities/Liberal Arts
State University of New York College at Buffalo
International Business
Morgan Stanley Smith Barney November 2007 - Present
Education
Hofstra University 2007 — 2010
MBA, Finance
Brooklyn Technical High School
Humanities/Liberal Arts
State University of New York College at Buffalo
International Business
Allen Cummings Allen Cummings's Morgan Stanley Smith Barney Experience January 2000 - January 2004
Job Looking for new opportunity
Industry Construction
Experience
The Home Depot September 2012 - Present
A & J construction January 2008 - Present
US Communications Construction Inc July 2009 - March 2011
The Hackett Group April 2008 - December 2008
E*TRADE Financial 2005 - 2008
E*TRADE February 2004 - February 2006
Morgan Stanley Smith Barney January 2000 - January 2004
Morgan Stanley December 2001 - May 2003
Morgan Stanley January 2000 - May 2003
Morgan Stanley January 1999 - January 2000
Skills
Securities, Mutual Funds, Options, Insurance, Strategic Financial..., Equities, Asset Managment, Financial Services, Stocks, Retirement Planning, Salesforce.com, Risk Management, Employee Benefits
Education
University of Alabama at Birmingham 1995 — 1997
PSY, PSY/BIS
Hinds Community College 1994 — 1995
aa, PSY
Mississippi Delta Comunity College 1990 — 1992
Associate, Liberal Arts
Mississippi Delta College 1990 — 1992
Associate, Liberal Arts
The Home Depot September 2012 - Present
A & J construction January 2008 - Present
US Communications Construction Inc July 2009 - March 2011
The Hackett Group April 2008 - December 2008
E*TRADE Financial 2005 - 2008
E*TRADE February 2004 - February 2006
Morgan Stanley Smith Barney January 2000 - January 2004
Morgan Stanley December 2001 - May 2003
Morgan Stanley January 2000 - May 2003
Morgan Stanley January 1999 - January 2000
Skills
Securities, Mutual Funds, Options, Insurance, Strategic Financial..., Equities, Asset Managment, Financial Services, Stocks, Retirement Planning, Salesforce.com, Risk Management, Employee Benefits
Education
University of Alabama at Birmingham 1995 — 1997
PSY, PSY/BIS
Hinds Community College 1994 — 1995
aa, PSY
Mississippi Delta Comunity College 1990 — 1992
Associate, Liberal Arts
Mississippi Delta College 1990 — 1992
Associate, Liberal Arts
Danielle Scancarelli Danielle Scancarelli's Morgan Stanley Smith Barney Experience 2005 - 2005
Job Management Consultant at Capco
Industry Financial Services
Experience
Capco March 2013 - Present
Capco March 2013 - March 2014
Citi March 2010 - March 2013
Canon USA June 2008 - August 2009
Morgan Stanley Smith Barney 2005 - 2005
CitiStreet 2004 - 2004
Skills
Bloomberg Terminal, Bloomberg, Capital Markets, Equities, Finance, Financial Analysis, Fixed Income, Prime Brokerage, Securities, Trading Systems, Settlement, Middle Office, Financial Services, Business Analysis, Back Office, Project Management, Management, Financial Markets, Analysis, Microsoft Office, Business Process..., Consulting
Education
Hofstra University 2006 — 2009
B.B.A., Legal Studies in Business
Capco March 2013 - Present
Capco March 2013 - March 2014
Citi March 2010 - March 2013
Canon USA June 2008 - August 2009
Morgan Stanley Smith Barney 2005 - 2005
CitiStreet 2004 - 2004
Skills
Bloomberg Terminal, Bloomberg, Capital Markets, Equities, Finance, Financial Analysis, Fixed Income, Prime Brokerage, Securities, Trading Systems, Settlement, Middle Office, Financial Services, Business Analysis, Back Office, Project Management, Management, Financial Markets, Analysis, Microsoft Office, Business Process..., Consulting
Education
Hofstra University 2006 — 2009
B.B.A., Legal Studies in Business
Ashley Rivera's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Private Wealth Rotational Analyst Philanthropy Management Team at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management June 2014 - March 2015
The Boston Consulting Group June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Abercrombie & Fitch July 2011 - September 2011
University of Pennsylvania Law School June 2011 - July 2011
Skills
Spanish, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Research, Financial Analysis, Market Research, Public Speaking, Social Media, Financial Modeling, Marketing, Economics, Statistics, SPSS
Education
Wharton School, University of Pennsylvania 2010 — 2014
Marketing and Entrepreneurship
Università Commerciale 'Luigi Bocconi' / Bocconi University
Study Abroad Semester
Harvard University 2009 — 2009
Summer School
Morgan Stanley March 2015 - Present
Morgan Stanley Wealth Management June 2014 - March 2015
The Boston Consulting Group June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Abercrombie & Fitch July 2011 - September 2011
University of Pennsylvania Law School June 2011 - July 2011
Skills
Spanish, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Research, Financial Analysis, Market Research, Public Speaking, Social Media, Financial Modeling, Marketing, Economics, Statistics, SPSS
Education
Wharton School, University of Pennsylvania 2010 — 2014
Marketing and Entrepreneurship
Università Commerciale 'Luigi Bocconi' / Bocconi University
Study Abroad Semester
Harvard University 2009 — 2009
Summer School
Sarah Baum Sarah Baum's Morgan Stanley Smith Barney Experience June 2012 - September 2012
Job Assistant Manager in Production at Ralph Lauren
Industry Apparel & Fashion
Experience
Ralph Lauren November 2013 - Present
Safavieh Home Furnishings - Corporate Office June 2013 - November 2013
Hartwick College January 2010 - May 2013
Finance Graduate Program- Adelphi University June 2012 - February 2013
Morgan Stanley Smith Barney June 2012 - September 2012
Daniel Gale Sotheby’s International Realty January 2007 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Publisher, Bloomberg Software, Thompson One, Microsoft Outlook, Outlook, PowerPoint, Volunteer Management, Time Management, Social Networking, Telephone Skills, Research
Education
Hartwick College 2009 — 2013
Bachelors of Science (B.S.), Business Administration, Concentration in Finance
Ralph Lauren November 2013 - Present
Safavieh Home Furnishings - Corporate Office June 2013 - November 2013
Hartwick College January 2010 - May 2013
Finance Graduate Program- Adelphi University June 2012 - February 2013
Morgan Stanley Smith Barney June 2012 - September 2012
Daniel Gale Sotheby’s International Realty January 2007 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Powerpoint, Microsoft Publisher, Bloomberg Software, Thompson One, Microsoft Outlook, Outlook, PowerPoint, Volunteer Management, Time Management, Social Networking, Telephone Skills, Research
Education
Hartwick College 2009 — 2013
Bachelors of Science (B.S.), Business Administration, Concentration in Finance
Yolonda Griffin Yolonda Griffin's Morgan Stanley Smith Barney Experience June 2009 - July 2012
Job Owner at Gilded Goddess Studios
Industry Design
Experience
Gilded Goddess Studios June 2012 - Present
Morgan Stanley Smith Barney June 2009 - July 2012
Citi October 2005 - June 2009
Skills
Jewelry Artist/Design
Education
University of Phoenix 2005 — 2008
Master of Business Administration (MBA)
Howard University 1983 — 1988
Bachelor of Business Administration (BBA), Finance, General
Gilded Goddess Studios June 2012 - Present
Morgan Stanley Smith Barney June 2009 - July 2012
Citi October 2005 - June 2009
Skills
Jewelry Artist/Design
Education
University of Phoenix 2005 — 2008
Master of Business Administration (MBA)
Howard University 1983 — 1988
Bachelor of Business Administration (BBA), Finance, General
Joseph Delaney Joseph Delaney's Morgan Stanley Smith Barney Experience April 1986 - March 2011
Job Executive Director Market Director at JP Morgan Securities LLC.
Industry Financial Services
Experience
JP Morgan Securities LLC. March 2011 - Present
Morgan Stanley Smith Barney April 1986 - March 2011
Skills
Series 7, series 8, Series 3, series 23, Series 65, Investment Strategies, Hedge Funds, Uniform Combined State..., Portfolio Management, Series 63, Alternative Investments, Equities, Wealth Management, Asset Allocation, FINRA, Investments, Strategic Financial..., Options, Trading, Derivatives, Mutual Funds, Equity Research, Series 24, ETFs, Retirement, Financial Advisory, Securities, Retirement Planning, Separately Managed..., Investment Advisory, Fixed Income
Education
Hofstra University 1981 — 1985
B.S, Business Administration/Finance
JP Morgan Securities LLC. March 2011 - Present
Morgan Stanley Smith Barney April 1986 - March 2011
Skills
Series 7, series 8, Series 3, series 23, Series 65, Investment Strategies, Hedge Funds, Uniform Combined State..., Portfolio Management, Series 63, Alternative Investments, Equities, Wealth Management, Asset Allocation, FINRA, Investments, Strategic Financial..., Options, Trading, Derivatives, Mutual Funds, Equity Research, Series 24, ETFs, Retirement, Financial Advisory, Securities, Retirement Planning, Separately Managed..., Investment Advisory, Fixed Income
Education
Hofstra University 1981 — 1985
B.S, Business Administration/Finance
Aegis Frumento Aegis Frumento's Morgan Stanley Smith Barney Experience June 2009 - September 2011
Job Partner at Stern Tannenbaum & Bell LLP
Industry Legal Services
Experience
Stern Tannenbaum & Bell LLP December 2011 - Present
Morgan Stanley Smith Barney June 2009 - September 2011
Citigroup, Inc. October 2006 - June 2009
Duane Morris LLP February 2002 - September 2006
Singer Frumento, LLP June 1996 - February 2002
Aegis J. Frumento, Counselor at Law December 1986 - June 1996
Schulte Roth & Zabel LLP September 1979 - November 1986
Skills
Securities Regulation, Securities, Litigation, Corporate Law, Hedge Funds, FINRA, Financial Services, Financial Markets, Appeals, Courts, Trading, Securities Litigation, SEC, IPO, Trials, Finance, Broker-Dealer, Private Equity, Capital Markets, Corporate Governance, Venture Capital, Alternative Investments, Financial Regulation, Due Diligence, Private Placements, Wealth Management, Mergers & Acquisitions, Arbitration
Education
New York University School of Law 1976 — 1979
JD, Law
Harvard University 1972 — 1976
AB, cum laude, Economics
Stern Tannenbaum & Bell LLP December 2011 - Present
Morgan Stanley Smith Barney June 2009 - September 2011
Citigroup, Inc. October 2006 - June 2009
Duane Morris LLP February 2002 - September 2006
Singer Frumento, LLP June 1996 - February 2002
Aegis J. Frumento, Counselor at Law December 1986 - June 1996
Schulte Roth & Zabel LLP September 1979 - November 1986
Skills
Securities Regulation, Securities, Litigation, Corporate Law, Hedge Funds, FINRA, Financial Services, Financial Markets, Appeals, Courts, Trading, Securities Litigation, SEC, IPO, Trials, Finance, Broker-Dealer, Private Equity, Capital Markets, Corporate Governance, Venture Capital, Alternative Investments, Financial Regulation, Due Diligence, Private Placements, Wealth Management, Mergers & Acquisitions, Arbitration
Education
New York University School of Law 1976 — 1979
JD, Law
Harvard University 1972 — 1976
AB, cum laude, Economics
Robert Stenner Robert Stenner's Morgan Stanley Smith Barney Experience 2004 - Present
Job Principal, VP NW Ops at Emergency Response Technology Integration Center, LLC
Industry Research
Experience
Center for Disaster Resiliance Solutions, Inc (CDRS) December 2014 - Present
Emergency Response Technology Integration Center, LLC July 2011 - Present
NFPA Hazardous Materials Response Personnel Committee 2005 - Present
US Department of Homeland Security 2004 - Present
Morgan Stanley Smith Barney 2004 - Present
ASTM International 2004 - January 2015
Pacific Northwest National Laboratory January 1984 - June 2011
ASTM International 2004 - 2010
ASTM International 1988 - 2010
PG&E September 1981 - December 1983
Skills
Emergency Management, Research, Policy, Environmental Awareness, Risk Assessment, Homeland Security, Environmental Science, Government, Emergency Services, Risk Management, Science, Environmental Impact..., Proposal Writing, Analysis, Program Management, Policy Analysis, Hazardous Materials, Public Safety, Crisis Management, Weapons of Mass..., Security Clearance, Strategic Planning, Leadership, Training, Disaster Response, Data Analysis, Preparedness, National Security, Public Policy, Technical Writing, Military, Supervisory Skills, Project Planning, Command, Sustainability, DoD, Investigation, Federal Government, Defense, Counterterrorism, Environmental Compliance, Business Continuity..., Environmental Consulting, Contingency Planning, Government Contracting, Intelligence, Vulnerability Assessment, Hazardous Waste..., Protection, Fire Management
Education
Washington State University 1990 — 1996
Ph.D., Toxicology & Pharmacology
Idaho State University 1978 — 1981
M.S., Nuclear Engineering
Michigan State University 1970 — 1971
Engineering Mechanics
University of Wisconsin-Stout 1967 — 1970
B.S., Mechanics
Center for Disaster Resiliance Solutions, Inc (CDRS) December 2014 - Present
Emergency Response Technology Integration Center, LLC July 2011 - Present
NFPA Hazardous Materials Response Personnel Committee 2005 - Present
US Department of Homeland Security 2004 - Present
Morgan Stanley Smith Barney 2004 - Present
ASTM International 2004 - January 2015
Pacific Northwest National Laboratory January 1984 - June 2011
ASTM International 2004 - 2010
ASTM International 1988 - 2010
PG&E September 1981 - December 1983
Skills
Emergency Management, Research, Policy, Environmental Awareness, Risk Assessment, Homeland Security, Environmental Science, Government, Emergency Services, Risk Management, Science, Environmental Impact..., Proposal Writing, Analysis, Program Management, Policy Analysis, Hazardous Materials, Public Safety, Crisis Management, Weapons of Mass..., Security Clearance, Strategic Planning, Leadership, Training, Disaster Response, Data Analysis, Preparedness, National Security, Public Policy, Technical Writing, Military, Supervisory Skills, Project Planning, Command, Sustainability, DoD, Investigation, Federal Government, Defense, Counterterrorism, Environmental Compliance, Business Continuity..., Environmental Consulting, Contingency Planning, Government Contracting, Intelligence, Vulnerability Assessment, Hazardous Waste..., Protection, Fire Management
Education
Washington State University 1990 — 1996
Ph.D., Toxicology & Pharmacology
Idaho State University 1978 — 1981
M.S., Nuclear Engineering
Michigan State University 1970 — 1971
Engineering Mechanics
University of Wisconsin-Stout 1967 — 1970
B.S., Mechanics
Rand Tanner Rand Tanner's Morgan Stanley Smith Barney Experience January 2007 - January 2011
Job Retired
Industry Military
Experience
Financial Firm February 1998 - Present
Morgan Stanley Smith Barney January 2007 - January 2011
Washoe County 2005 - 2011
U. S. Navy February 1963 - May 1994
Education
Hawaii Pacific University 1981 — 1984
B.S., Business Finance
Financial Firm February 1998 - Present
Morgan Stanley Smith Barney January 2007 - January 2011
Washoe County 2005 - 2011
U. S. Navy February 1963 - May 1994
Education
Hawaii Pacific University 1981 — 1984
B.S., Business Finance
Soumya Johar's Morgan Stanley Smith Barney Experience January 2009 - July 2010
Job Manager at Ernst & Young
Industry Financial Services
Experience
Ernst & Young October 2012 - Present
IESE Business School September 2010 - May 2012
Standard Chartered Bank June 2011 - August 2011
Morgan Stanley Smith Barney January 2009 - July 2010
R Systems International Ltd 2008 - 2008
HSBC Private Bank 2003 - 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Business Strategy, Investment Banking, Business Analysis, Strategy, Project Management, Management Consulting, Business Planning, Consulting, Strategic Planning, Due Diligence, Capital Markets, Mergers, Change Management, Analysis, Management, Finance, Mergers & Acquisitions
Education
IESE Business School - University of Navarra 2010 — 2012
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Army Institute of Technology
Bachelor of Engineering (B.E.)
Ernst & Young October 2012 - Present
IESE Business School September 2010 - May 2012
Standard Chartered Bank June 2011 - August 2011
Morgan Stanley Smith Barney January 2009 - July 2010
R Systems International Ltd 2008 - 2008
HSBC Private Bank 2003 - 2007
Skills
Financial Modeling, Valuation, Corporate Finance, Financial Analysis, Business Strategy, Investment Banking, Business Analysis, Strategy, Project Management, Management Consulting, Business Planning, Consulting, Strategic Planning, Due Diligence, Capital Markets, Mergers, Change Management, Analysis, Management, Finance, Mergers & Acquisitions
Education
IESE Business School - University of Navarra 2010 — 2012
Master of Business Administration (MBA)
University of Michigan - Stephen M. Ross School of Business 2010 — 2012
Army Institute of Technology
Bachelor of Engineering (B.E.)
John Lockette John Lockette's Morgan Stanley Smith Barney Experience April 2007 - September 2009
Job Vice President, Regional Training Officer
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2013 - Present
Dive Center Marketing Consultants April 2010 - Present
Morgan Stanley Smith Barney April 2007 - September 2009
Smith Barney September 2001 - April 2007
Merrill Lynch February 1999 - August 2001
Education
Hampshire College
B.A., Economic History and Theory
Princeton Day School
Morgan Stanley Wealth Management September 2013 - Present
Dive Center Marketing Consultants April 2010 - Present
Morgan Stanley Smith Barney April 2007 - September 2009
Smith Barney September 2001 - April 2007
Merrill Lynch February 1999 - August 2001
Education
Hampshire College
B.A., Economic History and Theory
Princeton Day School
Scott Capone Scott Capone's Morgan Stanley Smith Barney Experience October 2007 - Present
Job First Vice President, Financial Advisor at Morgan Stanley / Private Real Estate Investor, Wholesaler, Rehabber & Flipper
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2007 - Present
WAMU Investments, WM Financial Services January 2001 - October 2007
CCRE Restaurants & Entertainment Inc. January 1991 - January 1999
Skills
Entrepreneurship, Financial Planning, Financial Management, Investment Advisory, Sales, Retirement Planning, Retirement Income..., Insurance Planning, Strategic Financial..., Financial Planners, Retirement, Investments, Managerial Finance, Wealth, Wealth Management, Trading, Investment Strategies, Mutual Funds, Finance, Banking, Financial Services, Series 63, Portfolio Management, Equities, Financial Advisory, Asset Allocation, Estate Planning, Series 7, Asset Management, Securities, Alternative Investments, Bonds, ETFs, FINRA, Fixed Income, Investment Management, Series 65, Strategy, Uniform Combined State..., Separately Managed..., 401k, Fixed Annuities, Hedge Funds, Options
Education
Hofstra University 1986 — 1991
BBA, Banking and Finance, Economics
Salesian High School 1982 — 1986
College Prepatory / Regents Program
Morgan Stanley Smith Barney October 2007 - Present
WAMU Investments, WM Financial Services January 2001 - October 2007
CCRE Restaurants & Entertainment Inc. January 1991 - January 1999
Skills
Entrepreneurship, Financial Planning, Financial Management, Investment Advisory, Sales, Retirement Planning, Retirement Income..., Insurance Planning, Strategic Financial..., Financial Planners, Retirement, Investments, Managerial Finance, Wealth, Wealth Management, Trading, Investment Strategies, Mutual Funds, Finance, Banking, Financial Services, Series 63, Portfolio Management, Equities, Financial Advisory, Asset Allocation, Estate Planning, Series 7, Asset Management, Securities, Alternative Investments, Bonds, ETFs, FINRA, Fixed Income, Investment Management, Series 65, Strategy, Uniform Combined State..., Separately Managed..., 401k, Fixed Annuities, Hedge Funds, Options
Education
Hofstra University 1986 — 1991
BBA, Banking and Finance, Economics
Salesian High School 1982 — 1986
College Prepatory / Regents Program
Joshua Gilbert's Morgan Stanley Smith Barney Experience 2006 - 2007
Job Senior Account Manager at UPS
Industry Logistics and Supply Chain
Experience
UPS 2012 - Present
Cap City Deals 2014 - 2015
Freelance 2011 - 2014
B&G Management 2010 - 2012
ROI Consulting 2009 - 2010
The Ayco Company, L.P. 2008 - 2009
Mazzone Hospitality, LLC 2001 - 2009
Morgan Stanley Smith Barney 2006 - 2007
Skills
Entrepreneur, Financial Analysis, Wealth Management, Sales Presentations, Negotiation, Consumer Products, Brand Development, Manufacturing Management, Business Strategy, New Business Development, Marketing Strategy, Account Management, Business Planning, Client Retention, Brand Management, Project Management, Entrepreneurship, Strategy, Sales, Business Development, Management, Strategic Planning, Contract Negotiation, Competitive Analysis, Market Research, CRM, Cross-functional Team..., Marketing, Social Media, E-commerce, Manufacturing..., Customer Retention, Consulting, Team Building, Sales Management, Start-ups, Leadership
Education
IESEG - Lille, France 2009 — 2010
Master of Business Administration (M.B.A.), International Business
Union College 2008 — 2010
Master of Business Administration (M.B.A.), Entrepreneurship
State University of New York College at Buffalo 2006 — 2008
Bachelor's Degree, Finance
Hudson Valley Community College 2004 — 2006
Associate's Degree, Business Administration
UPS 2012 - Present
Cap City Deals 2014 - 2015
Freelance 2011 - 2014
B&G Management 2010 - 2012
ROI Consulting 2009 - 2010
The Ayco Company, L.P. 2008 - 2009
Mazzone Hospitality, LLC 2001 - 2009
Morgan Stanley Smith Barney 2006 - 2007
Skills
Entrepreneur, Financial Analysis, Wealth Management, Sales Presentations, Negotiation, Consumer Products, Brand Development, Manufacturing Management, Business Strategy, New Business Development, Marketing Strategy, Account Management, Business Planning, Client Retention, Brand Management, Project Management, Entrepreneurship, Strategy, Sales, Business Development, Management, Strategic Planning, Contract Negotiation, Competitive Analysis, Market Research, CRM, Cross-functional Team..., Marketing, Social Media, E-commerce, Manufacturing..., Customer Retention, Consulting, Team Building, Sales Management, Start-ups, Leadership
Education
IESEG - Lille, France 2009 — 2010
Master of Business Administration (M.B.A.), International Business
Union College 2008 — 2010
Master of Business Administration (M.B.A.), Entrepreneurship
State University of New York College at Buffalo 2006 — 2008
Bachelor's Degree, Finance
Hudson Valley Community College 2004 — 2006
Associate's Degree, Business Administration
Jacob Vance's Morgan Stanley Smith Barney Experience January 2012 - January 2012
Job Project Manager at Cabot, Cabot & Forbes
Industry Real Estate
Experience
Cabot, Cabot & Forbes January 2015 - Present
Cabot, Cabot & Forbes August 2013 - December 2014
Cabot, Cabot & Forbes June 2013 - August 2013
Cary Street Partners July 2012 - June 2013
Morgan Stanley Smith Barney January 2012 - January 2012
State Street June 2011 - August 2011
Ebben Zall Group May 2010 - August 2010
OSO LLC June 2009 - August 2009
Skills
Real Estate Development, Financial Modeling, Microsoft Excel, Investments, Real Estate, Permitting, Multifamily Real Estate, Commercial Real Estate, Chapter 40B, Financial Analysis, Argus Modeling, Bloomberg Terminal, Morningstar Direct, FactSet, Series 7, Series 66, PowerPoint
Education
Lafayette College 2008 — 2012
Bachelor of Arts, Economics/Business; Government/Law; Spanish
IES Abroad 2011 — 2011
Liberal Arts & Business Program
Cabot, Cabot & Forbes January 2015 - Present
Cabot, Cabot & Forbes August 2013 - December 2014
Cabot, Cabot & Forbes June 2013 - August 2013
Cary Street Partners July 2012 - June 2013
Morgan Stanley Smith Barney January 2012 - January 2012
State Street June 2011 - August 2011
Ebben Zall Group May 2010 - August 2010
OSO LLC June 2009 - August 2009
Skills
Real Estate Development, Financial Modeling, Microsoft Excel, Investments, Real Estate, Permitting, Multifamily Real Estate, Commercial Real Estate, Chapter 40B, Financial Analysis, Argus Modeling, Bloomberg Terminal, Morningstar Direct, FactSet, Series 7, Series 66, PowerPoint
Education
Lafayette College 2008 — 2012
Bachelor of Arts, Economics/Business; Government/Law; Spanish
IES Abroad 2011 — 2011
Liberal Arts & Business Program
Michelle Buckley Michelle Buckley's Morgan Stanley Smith Barney Experience November 2011 - August 2012
Job Research Analyst at F.L. Putnam Investment Management
Industry Investment Management
Experience
F.L. Putnam Investment Management January 2014 - Present
Morgan Stanley Smith Barney November 2011 - August 2012
TJX March 2010 - June 2011
RiverSource Investments December 2006 - January 2009
Integrity Capital Management December 2005 - December 2006
Eaton Vance October 2004 - December 2005
Education
Princeton University 1997 — 2001
AB, History
Humboldt-Universität zu Berlin 2001 — 2002
DAAD Scholarship, European Ethonology
Milton Academy 1994 — 1997
F.L. Putnam Investment Management January 2014 - Present
Morgan Stanley Smith Barney November 2011 - August 2012
TJX March 2010 - June 2011
RiverSource Investments December 2006 - January 2009
Integrity Capital Management December 2005 - December 2006
Eaton Vance October 2004 - December 2005
Education
Princeton University 1997 — 2001
AB, History
Humboldt-Universität zu Berlin 2001 — 2002
DAAD Scholarship, European Ethonology
Milton Academy 1994 — 1997
Nicole Lawton Nicole Lawton's Morgan Stanley Smith Barney Experience August 2011 - Present
Job Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2011 - Present
CIGNA Corporation October 2010 - July 2011
MetLife April 2009 - October 2010
Office of the State Treasurer May 2008 - August 2008
Skills
Microsoft Office, Outlook, Insurance, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Access, Lotus Notes, Data Entry, Research, Data Analysis, Software Documentation, Time Management, Administrative..., Spreadsheets, Sales, Public Speaking, File Management, Analysis
Education
Hofstra University 2004 — 2008
Bachelor of Arts, Political Science
Newington High School 2000 — 2004
High School Diploma
Morgan Stanley Smith Barney August 2011 - Present
CIGNA Corporation October 2010 - July 2011
MetLife April 2009 - October 2010
Office of the State Treasurer May 2008 - August 2008
Skills
Microsoft Office, Outlook, Insurance, Customer Service, Microsoft Excel, PowerPoint, Microsoft Word, Access, Lotus Notes, Data Entry, Research, Data Analysis, Software Documentation, Time Management, Administrative..., Spreadsheets, Sales, Public Speaking, File Management, Analysis
Education
Hofstra University 2004 — 2008
Bachelor of Arts, Political Science
Newington High School 2000 — 2004
High School Diploma
William Scott's Morgan Stanley Smith Barney Experience 2010 - 2012
Job Managing Director at BlackRock
Industry Financial Services
Experience
BlackRock 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
CIT 2009 - 2010
JPMorgan 2000 - 2009
The Beacon Group, LLC 1999 - 2000
Lehman Brothers 1993 - 1999
Goldman Sachs, Citicorp Investment Bank, Chase Global Securities 1984 - 1993
Skills
Risk Management, Capital Markets, Mergers, Financial Services, Investment Banking, Mergers & Acquisitions, Private Equity, Securities, PMO, Governance, Program Management, Integration, Wealth Management, FX Options, Management, Outsourcing, Trading Systems
Education
Hofstra University
B.S., Computer Science
Chaminade High School
BlackRock 2012 - Present
Morgan Stanley Smith Barney 2010 - 2012
CIT 2009 - 2010
JPMorgan 2000 - 2009
The Beacon Group, LLC 1999 - 2000
Lehman Brothers 1993 - 1999
Goldman Sachs, Citicorp Investment Bank, Chase Global Securities 1984 - 1993
Skills
Risk Management, Capital Markets, Mergers, Financial Services, Investment Banking, Mergers & Acquisitions, Private Equity, Securities, PMO, Governance, Program Management, Integration, Wealth Management, FX Options, Management, Outsourcing, Trading Systems
Education
Hofstra University
B.S., Computer Science
Chaminade High School
Dale Akinla II Dale Akinla II's Morgan Stanley Smith Barney Experience October 2009 - Present
Job at Morgan Stanley Smith Barney
Industry Financial Services
Rory Brown Rory Brown's Morgan Stanley Smith Barney Experience January 2009 - April 2010
Job Analyst, Product Management Team
Industry Financial Services
Experience
Income Research & Management June 2013 - Present
John Hancock Investment Management Services, LLC October 2011 - May 2013
MassMutual Financial Group May 2010 - September 2011
Morgan Stanley Smith Barney January 2009 - April 2010
Eaton Vance November 2008 - December 2008
Lazard Asset Management October 2007 - November 2008
UBS Wealth Management May 2006 - August 2006
Wachovia Securities February 2002 - August 2003
Skills
Mutual Funds, Investments, Series 7, Equities, Portfolio Management, Asset Allocation, Financial Analysis, Bloomberg, Barclays Point, Microsoft Excel, PowerPoint, Fixed Income, Securities, Asset Managment, Morningstar, Zephyr Style Advisor
Education
Hofstra University 2003 — 2007
BBA, Finance
Income Research & Management June 2013 - Present
John Hancock Investment Management Services, LLC October 2011 - May 2013
MassMutual Financial Group May 2010 - September 2011
Morgan Stanley Smith Barney January 2009 - April 2010
Eaton Vance November 2008 - December 2008
Lazard Asset Management October 2007 - November 2008
UBS Wealth Management May 2006 - August 2006
Wachovia Securities February 2002 - August 2003
Skills
Mutual Funds, Investments, Series 7, Equities, Portfolio Management, Asset Allocation, Financial Analysis, Bloomberg, Barclays Point, Microsoft Excel, PowerPoint, Fixed Income, Securities, Asset Managment, Morningstar, Zephyr Style Advisor
Education
Hofstra University 2003 — 2007
BBA, Finance
Ricardo L. Nazario Ricardo L. Nazario's Morgan Stanley Smith Barney Experience May 2009 - June 2012
Job President at T.O.S. Advisors, LLC
Industry Financial Services
Experience
T.O.S. Advisors, LLC June 2012 - Present
Morgan Stanley Smith Barney May 2009 - June 2012
UBS International August 2000 - May 2009
The Citibank Private Bank July 1990 - July 2000
Skills
Wealth Management..., Asset Allocation, Asset Management, Asset Managment, Equities, FINRA, Finance, Financial Advisory, Fixed Income, Financial Services, Investment Advisory, Investment Strategies, Life Insurance, Investments, Portfolio Management, Retirement Planning, Separately Managed..., Strategic Financial..., Series 7, Wealth Management, Wealth, Estate Planning, Financial Planning, Mutual Funds, Private Banking
Education
Houston Baptist University 1987 — 1988
BA, Finance/Spanish
T.O.S. Advisors, LLC June 2012 - Present
Morgan Stanley Smith Barney May 2009 - June 2012
UBS International August 2000 - May 2009
The Citibank Private Bank July 1990 - July 2000
Skills
Wealth Management..., Asset Allocation, Asset Management, Asset Managment, Equities, FINRA, Finance, Financial Advisory, Fixed Income, Financial Services, Investment Advisory, Investment Strategies, Life Insurance, Investments, Portfolio Management, Retirement Planning, Separately Managed..., Strategic Financial..., Series 7, Wealth Management, Wealth, Estate Planning, Financial Planning, Mutual Funds, Private Banking
Education
Houston Baptist University 1987 — 1988
BA, Finance/Spanish
Philip Stein, CFP's Morgan Stanley Smith Barney Experience August 2007 - Present
Job Senior Vice President, Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2007 - Present
UBS Wealth Management September 2001 - August 2007
Raymond James July 1996 - August 2001
Education
Hofstra University 1987 — 1990
MBA, Finance and Banking
SUNY at Albany 1980 — 1984
BS, Economics
Morgan Stanley Smith Barney August 2007 - Present
UBS Wealth Management September 2001 - August 2007
Raymond James July 1996 - August 2001
Education
Hofstra University 1987 — 1990
MBA, Finance and Banking
SUNY at Albany 1980 — 1984
BS, Economics
Peter D'Agostino Peter D'Agostino's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Account Executive at Yelp
Industry Internet
Experience
Yelp March 2014 - Present
JP Morgan July 2011 - December 2013
BlackRock June 2010 - August 2010
Skype February 2010 - April 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Bloomberg, Investments, Alternative Investments, Mutual Funds, Microsoft Excel, PowerPoint, Salesforce.com, ETFs, Social Media, Squash, Advertising Sales, Sales, Bloomberg Terminal, Microsoft Word, Social Media Marketing, Research, Social Networking, Marketing
Education
Hobart and William Smith Colleges 2007 — 2011
BA, Political Science, International Relations, Economics
Pomfret School 2003 — 2007
Yelp March 2014 - Present
JP Morgan July 2011 - December 2013
BlackRock June 2010 - August 2010
Skype February 2010 - April 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Bloomberg, Investments, Alternative Investments, Mutual Funds, Microsoft Excel, PowerPoint, Salesforce.com, ETFs, Social Media, Squash, Advertising Sales, Sales, Bloomberg Terminal, Microsoft Word, Social Media Marketing, Research, Social Networking, Marketing
Education
Hobart and William Smith Colleges 2007 — 2011
BA, Political Science, International Relations, Economics
Pomfret School 2003 — 2007
Jeffrey Hack Jeffrey Hack's Morgan Stanley Smith Barney Experience 2011 - 2013
Job Executive Vice President at First Data Corporation
Industry Financial Services
Experience
First Data Corporation 2013 - Present
Morgan Stanley Smith Barney 2011 - 2013
JP Morgan 2005 - 2011
JP Morgan Chase 2004 - 2005
Smith Barney 1994 - 2004
McKinsey & Company 1991 - 1994
Education
Harvard Business School 1989 — 1991
MBA
Wharton School, University of Pennsylvania 1983 — 1987
BS, Economics
First Data Corporation 2013 - Present
Morgan Stanley Smith Barney 2011 - 2013
JP Morgan 2005 - 2011
JP Morgan Chase 2004 - 2005
Smith Barney 1994 - 2004
McKinsey & Company 1991 - 1994
Education
Harvard Business School 1989 — 1991
MBA
Wharton School, University of Pennsylvania 1983 — 1987
BS, Economics
Alvin Steele's Morgan Stanley Smith Barney Experience 1982 - 1986
Job Senior Developer at Axian
Industry Information Technology and Services
Experience
Axian February 2014 - Present
Yesmail July 2011 - January 2014
SAIC November 2002 - July 2011
Indus Corp 1997 - 2002
Software AG of North America 1991 - 1997
Lesara Systems 1987 - 1991
Citibank 1987 - 1987
Morgan Stanley Smith Barney 1982 - 1986
Skills
SQL, Oracle Reports, Oracle PLSQL, ETL, Data Modeling, Data Warehousing, Database Development, Perl, IBM Mainframe, Databases, PL/SQL, Requirements Gathering, Requirements Analysis, Unix Shell Scripting, Agile Methodologies, SDLC, COBOL, Informatica, Systems Analysis, Unix, Data Migration, HTML, Relational Databases, Oracle, DB2, XML, Software Development
Education
Harvard University 1976 — 1981
A.B., History
Axian February 2014 - Present
Yesmail July 2011 - January 2014
SAIC November 2002 - July 2011
Indus Corp 1997 - 2002
Software AG of North America 1991 - 1997
Lesara Systems 1987 - 1991
Citibank 1987 - 1987
Morgan Stanley Smith Barney 1982 - 1986
Skills
SQL, Oracle Reports, Oracle PLSQL, ETL, Data Modeling, Data Warehousing, Database Development, Perl, IBM Mainframe, Databases, PL/SQL, Requirements Gathering, Requirements Analysis, Unix Shell Scripting, Agile Methodologies, SDLC, COBOL, Informatica, Systems Analysis, Unix, Data Migration, HTML, Relational Databases, Oracle, DB2, XML, Software Development
Education
Harvard University 1976 — 1981
A.B., History
Liane Cole Liane Cole's Morgan Stanley Smith Barney Experience June 2009 - May 2012
Job Manager, Training Implementation at Bloomin' Brands
Industry Restaurants
Experience
Bloomin' Brands, Inc. June 2014 - Present
Morgan Stanley December 2013 - May 2014
Morgan Stanley June 2012 - November 2013
Morgan Stanley Smith Barney June 2009 - May 2012
Citi Global Wealth Management July 2004 - June 2009
Skills
Succession Planning, Talent Management, Onboarding, Performance Management, Organizational..., Deferred Compensation, Employee Engagement, Employee Relations, Leadership Development, Organizational..., Recruiting, Human Resources, Talent Acquisition, Organizational Design, HRIS, Change Management, Applicant Tracking..., Workforce Planning, PeopleSoft, Employee Benefits
Education
New York University 2012 — 2013
Certificate in Coaching
Hofstra University 2003 — 2005
MA, I/O Psychology
Penn State University 1999 — 2003
BS, Psychology
Bloomin' Brands, Inc. June 2014 - Present
Morgan Stanley December 2013 - May 2014
Morgan Stanley June 2012 - November 2013
Morgan Stanley Smith Barney June 2009 - May 2012
Citi Global Wealth Management July 2004 - June 2009
Skills
Succession Planning, Talent Management, Onboarding, Performance Management, Organizational..., Deferred Compensation, Employee Engagement, Employee Relations, Leadership Development, Organizational..., Recruiting, Human Resources, Talent Acquisition, Organizational Design, HRIS, Change Management, Applicant Tracking..., Workforce Planning, PeopleSoft, Employee Benefits
Education
New York University 2012 — 2013
Certificate in Coaching
Hofstra University 2003 — 2005
MA, I/O Psychology
Penn State University 1999 — 2003
BS, Psychology
Catherine Thorpe's Morgan Stanley Smith Barney Experience 2011 - 2011
Job Disability Benefits Specialist at Unum
Industry Consumer Services
Experience
Unum May 2013 - Present
Hannaford Bros. Co. June 2004 - Present
Morgan Stanley Smith Barney 2011 - 2011
Skills
Retail, Customer Service, Microsoft Word, Outlook, Social Networking, Microsoft Office, PowerPoint, Microsoft Excel, Employee Benefits
Education
Hofstra University 2008 — 2012
B.A., Psychology
Unum May 2013 - Present
Hannaford Bros. Co. June 2004 - Present
Morgan Stanley Smith Barney 2011 - 2011
Skills
Retail, Customer Service, Microsoft Word, Outlook, Social Networking, Microsoft Office, PowerPoint, Microsoft Excel, Employee Benefits
Education
Hofstra University 2008 — 2012
B.A., Psychology
Daniel Guerrier Daniel Guerrier's Morgan Stanley Smith Barney Experience June 2004 - March 2007
Job Licensed Sales Associate & Fine Homes Specialist
Industry Real Estate
Experience
Douglas Elliman Real Estate January 2007 - Present
CityRealty November 2012 - May 2013
Morgan Stanley Smith Barney June 2004 - March 2007
Skills
Sellers, Real Estate, Real Estate Transactions, Condos, Investment Properties, Relocation, Rentals, Luxury, First Time Home Buyers, Investors, Residential Homes, Selling, Short Sales, Buyer Representation, Real Estate Development, Single Family Homes, Referrals, Brokerage
Education
New York University
Hofstra University
Douglas Elliman Real Estate January 2007 - Present
CityRealty November 2012 - May 2013
Morgan Stanley Smith Barney June 2004 - March 2007
Skills
Sellers, Real Estate, Real Estate Transactions, Condos, Investment Properties, Relocation, Rentals, Luxury, First Time Home Buyers, Investors, Residential Homes, Selling, Short Sales, Buyer Representation, Real Estate Development, Single Family Homes, Referrals, Brokerage
Education
New York University
Hofstra University
Martin Tytko Martin Tytko's Morgan Stanley Smith Barney Experience 2007 - 2008
Job Accounting Manager at Sortimat
Industry Industrial Automation
Experience
ATS Sortimat USA, LLC June 2015 - Present
Ixmation Inc March 2011 - June 2015
The Heartland Group October 2009 - March 2011
Morgan Stanley Smith Barney 2007 - 2008
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, Problem Solving, Team Leadership, Awesomeness, Forensic Accounting, Financial Forecasting, Microsoft Dynamics, Creative Direction, Credit Analysis, Financial Modeling, Microsoft Office, Budget Process, Foreign Languages, Corporate Finance, Corporate Tax, Project Planning, Internal Controls, Accounting, Account Reconciliation, Financial Accounting, Financial Statements, Internal Audit, GAAP, General Ledger, Process Automation, Automation, Access, Auditing, Process Improvement, Love to Cook, Love to Learn
Education
Loyola University of Chicago 2005 — 2008
Bachelor of Business Administration (B.B.A.), Economics, Finance
Harper College 2003 — 2006
Associate of Arts and Sciences (A.A.S.), Electrical and Electronics Engineering
ATS Sortimat USA, LLC June 2015 - Present
Ixmation Inc March 2011 - June 2015
The Heartland Group October 2009 - March 2011
Morgan Stanley Smith Barney 2007 - 2008
Skills
Financial Analysis, Financial Reporting, Microsoft Excel, Problem Solving, Team Leadership, Awesomeness, Forensic Accounting, Financial Forecasting, Microsoft Dynamics, Creative Direction, Credit Analysis, Financial Modeling, Microsoft Office, Budget Process, Foreign Languages, Corporate Finance, Corporate Tax, Project Planning, Internal Controls, Accounting, Account Reconciliation, Financial Accounting, Financial Statements, Internal Audit, GAAP, General Ledger, Process Automation, Automation, Access, Auditing, Process Improvement, Love to Cook, Love to Learn
Education
Loyola University of Chicago 2005 — 2008
Bachelor of Business Administration (B.B.A.), Economics, Finance
Harper College 2003 — 2006
Associate of Arts and Sciences (A.A.S.), Electrical and Electronics Engineering
Joseph Carter Joseph Carter's Morgan Stanley Smith Barney Experience May 2010 - April 2012
Job Managing Director at The PrivateBank
Industry Banking
Experience
The PrivateBank May 2015 - Present
Urban Partnership Bank October 2014 - May 2015
Fifth Third Private Bank April 2012 - August 2014
Morgan Stanley Smith Barney May 2010 - April 2012
JPMorgan Chase March 2005 - May 2010
JPMorgan January 2003 - March 2005
Skills
Banking, Credit, Customer Relations, Investments, Loans, Client Service, Series 7, Wealth Management, New Business Development, Sales Management, Financial Planning, Coaching, Strategy Development
Education
Northwestern University - Kellogg School of Management 1997 — 2000
MBA, Marketing & Finance
Howard University 1987 — 1991
BA, Business/Military Science
The PrivateBank May 2015 - Present
Urban Partnership Bank October 2014 - May 2015
Fifth Third Private Bank April 2012 - August 2014
Morgan Stanley Smith Barney May 2010 - April 2012
JPMorgan Chase March 2005 - May 2010
JPMorgan January 2003 - March 2005
Skills
Banking, Credit, Customer Relations, Investments, Loans, Client Service, Series 7, Wealth Management, New Business Development, Sales Management, Financial Planning, Coaching, Strategy Development
Education
Northwestern University - Kellogg School of Management 1997 — 2000
MBA, Marketing & Finance
Howard University 1987 — 1991
BA, Business/Military Science
Brett Meyer, CRPC®'s Morgan Stanley Smith Barney Experience April 2007 - May 2015
Job V.P. Regional Sales Director
Industry Financial Services
Experience
MetLife May 2015 - Present
Morgan Stanley Smith Barney April 2007 - May 2015
Prudential Financial March 2006 - April 2007
Allstate March 2002 - March 2006
Efficient Marketing Services February 2001 - February 2002
Skills
Retirement Planning, Retirement Income..., Asset Management, Wealth Transfer Planning, Building Relationships, Investment Strategies, Prospecting, Sales Presentations, Client Communications, Annuities, Mutual Funds, Insurance, Educational Seminars, CRPC, Series 26, Series 6, Series 63, Life Insurance, Health Insurance, Marketing Communications, Training & Development
Education
Illinois State University 1996 — 2000
Bachleor
MetLife May 2015 - Present
Morgan Stanley Smith Barney April 2007 - May 2015
Prudential Financial March 2006 - April 2007
Allstate March 2002 - March 2006
Efficient Marketing Services February 2001 - February 2002
Skills
Retirement Planning, Retirement Income..., Asset Management, Wealth Transfer Planning, Building Relationships, Investment Strategies, Prospecting, Sales Presentations, Client Communications, Annuities, Mutual Funds, Insurance, Educational Seminars, CRPC, Series 26, Series 6, Series 63, Life Insurance, Health Insurance, Marketing Communications, Training & Development
Education
Illinois State University 1996 — 2000
Bachleor
Ariana Fletcher Ariana Fletcher's Morgan Stanley Smith Barney Experience December 1997 - September 2000
Job
Industry Financial Services
Experience
BT Financial Group May 2012 - May 2013
Bank of New York Mellon January 2008 - September 2011
Mosaic Capital January 2006 - June 2006
Credit Suisse First Boston June 2002 - June 2005
Charles Schwab & Co. November 2000 - February 2002
Morgan Stanley Smith Barney December 1997 - September 2000
Skills
Investments, Marketing, Financial Modeling, Strategic Planning, Financial Analysis, Valuation, Investment Banking, Asset Managment, Private Equity, Competitive Analysis, Corporate Finance, Equities, Financial Services, Capital Markets, Asset Management, Leadership, Mutual Funds, Quantitative Analytics, Analytics, Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2006
Master of Business Administration (M.B.A.), Finance
Hawaii Pacific University 1995 — 1999
Bachelor’s Degree, Finance
BT Financial Group May 2012 - May 2013
Bank of New York Mellon January 2008 - September 2011
Mosaic Capital January 2006 - June 2006
Credit Suisse First Boston June 2002 - June 2005
Charles Schwab & Co. November 2000 - February 2002
Morgan Stanley Smith Barney December 1997 - September 2000
Skills
Investments, Marketing, Financial Modeling, Strategic Planning, Financial Analysis, Valuation, Investment Banking, Asset Managment, Private Equity, Competitive Analysis, Corporate Finance, Equities, Financial Services, Capital Markets, Asset Management, Leadership, Mutual Funds, Quantitative Analytics, Analytics, Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2006
Master of Business Administration (M.B.A.), Finance
Hawaii Pacific University 1995 — 1999
Bachelor’s Degree, Finance
Eric Zepp's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job J.D. Candidate at Harvard Law School
Industry Law Practice
Experience
Harvard Law School September 2014 - Present
Cravath, Swaine & Moore LLP May 2015 - August 2015
The TCW Group May 2014 - August 2014
Starbucks May 2013 - August 2013
UC Merced January 2012 - June 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Cycle Gear May 2007 - August 2008
Skills
Research, Event Planning, Social Networking, PowerPoint, Microsoft Word, Social Media, Public Speaking, Microsoft Office, Microsoft Excel, Outlook, Recruiting, Management, Sales, Project Management, Data Analysis, Fundraising
Education
Harvard Law School 2014 — 2016
Doctor of Law (J.D.)
UCLA School of Law 2013 — 2014
Doctor of Law (J.D.), Second Year
University of California, Merced 2009 — 2013
Management Major with a Minor in Applied Mathematics
Harvard Law School September 2014 - Present
Cravath, Swaine & Moore LLP May 2015 - August 2015
The TCW Group May 2014 - August 2014
Starbucks May 2013 - August 2013
UC Merced January 2012 - June 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Cycle Gear May 2007 - August 2008
Skills
Research, Event Planning, Social Networking, PowerPoint, Microsoft Word, Social Media, Public Speaking, Microsoft Office, Microsoft Excel, Outlook, Recruiting, Management, Sales, Project Management, Data Analysis, Fundraising
Education
Harvard Law School 2014 — 2016
Doctor of Law (J.D.)
UCLA School of Law 2013 — 2014
Doctor of Law (J.D.), Second Year
University of California, Merced 2009 — 2013
Management Major with a Minor in Applied Mathematics
Jonathan Dekker Jonathan Dekker's Morgan Stanley Smith Barney Experience June 2009 - September 2009
Job Institutional Trader at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. March 2012 - Present
University of Wisconsin-Madison July 2010 - July 2012
UBS June 2011 - August 2011
United Football League September 2009 - July 2010
Morgan Stanley Smith Barney June 2009 - September 2009
National Football League May 2006 - February 2009
Skills
Equity Research, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Equities, Trading, Bloomberg, Finance, Valuation, Investments, Leadership, Data Analysis, Portfolio Management, Corporate Finance, Market Research, Analysis, Statistics, Risk Management, Asset Management, Strategic Planning, Private Equity
Education
University of Wisconsin-Madison - School of Business 2010 — 2012
MBA, Applied Security Analysis
Harvard Business School 2008 — 2008
Certificate, NFL Brusiness and Entrepreneur Program
Princeton University 2002 — 2006
B.A., Psychology
Robert W. Baird & Co. March 2012 - Present
University of Wisconsin-Madison July 2010 - July 2012
UBS June 2011 - August 2011
United Football League September 2009 - July 2010
Morgan Stanley Smith Barney June 2009 - September 2009
National Football League May 2006 - February 2009
Skills
Equity Research, Financial Analysis, Financial Modeling, Microsoft Excel, Microsoft Office, Equities, Trading, Bloomberg, Finance, Valuation, Investments, Leadership, Data Analysis, Portfolio Management, Corporate Finance, Market Research, Analysis, Statistics, Risk Management, Asset Management, Strategic Planning, Private Equity
Education
University of Wisconsin-Madison - School of Business 2010 — 2012
MBA, Applied Security Analysis
Harvard Business School 2008 — 2008
Certificate, NFL Brusiness and Entrepreneur Program
Princeton University 2002 — 2006
B.A., Psychology
Sharon Bruel Sharon Bruel's Morgan Stanley Smith Barney Experience July 2006 - April 2007
Job HR Manager Hudson Valley at Time Warner Cable
Industry Human Resources
Experience
CIRCOR Energy January 2014 - August 2014
Spence Engineering Company, a division of Circor International March 2011 - December 2013
Con Edison May 2007 - August 2010
Morgan Stanley Smith Barney July 2006 - April 2007
CR Bard November 2004 - June 2006
Enterprise Rent-A-Car June 2002 - October 2004
Skills
Employee Relations, Performance Management, Onboarding, Recruiting, Personnel Management, Labor Relations, FMLA, Employment Law, Conflict Resolution, Team Building, Talent Management, Workforce Planning, Organizational..., College Recruiting, Sourcing, EEO, Temporary Placement, Internet Recruiting, Change Management, Management, Union, Human Resources, Leadership, Benefits Administration, HR Policies, Employee Benefits, Deferred Compensation, Training, Payroll, Interviews, Succession Planning, Policy, Organizational..., Employee Engagement, HRIS, Talent Acquisition, Technical Recruiting, Employer Branding, PeopleSoft, HR Consulting, Taleo, Coaching, Job Analysis, Career Development, New Hire Orientations
Education
Keller Graduate School of Management of DeVry University 2007 — 2008
MBA
Hofstra University 1998 — 2002
B.B.A
CIRCOR Energy January 2014 - August 2014
Spence Engineering Company, a division of Circor International March 2011 - December 2013
Con Edison May 2007 - August 2010
Morgan Stanley Smith Barney July 2006 - April 2007
CR Bard November 2004 - June 2006
Enterprise Rent-A-Car June 2002 - October 2004
Skills
Employee Relations, Performance Management, Onboarding, Recruiting, Personnel Management, Labor Relations, FMLA, Employment Law, Conflict Resolution, Team Building, Talent Management, Workforce Planning, Organizational..., College Recruiting, Sourcing, EEO, Temporary Placement, Internet Recruiting, Change Management, Management, Union, Human Resources, Leadership, Benefits Administration, HR Policies, Employee Benefits, Deferred Compensation, Training, Payroll, Interviews, Succession Planning, Policy, Organizational..., Employee Engagement, HRIS, Talent Acquisition, Technical Recruiting, Employer Branding, PeopleSoft, HR Consulting, Taleo, Coaching, Job Analysis, Career Development, New Hire Orientations
Education
Keller Graduate School of Management of DeVry University 2007 — 2008
MBA
Hofstra University 1998 — 2002
B.B.A
Tanya Restrepo's Morgan Stanley Smith Barney Experience 1999 - 2001
Job Sr. Executive Assistant to the CEO at Phoenix Technologies
Industry Translation and Localization
Experience
Phoenix Technologies February 2013 - Present
Fluential February 2012 - February 2013
Intellectual Ventures 2010 - 2011
McKinsey & Company 2007 - 2010
First Franklin 2004 - 2006
Marcus & Millichap 2001 - 2004
Morgan Stanley Smith Barney 1999 - 2001
Skills
Administrative..., Calendaring, Office Management, Outlook, PowerPoint, Travel Arrangements, Microsoft Excel, Event Planning, Customer Service, Microsoft Office, Microsoft Word, Research, Marketing, Process Scheduler, Business Development, Workshop Facilitation, Employee Benefits, Human Resources, Project Management
Education
Harvard University 2012 — 2016
Bachelor's, English Literature with a minor in Psychology
Portland State University 1991 — 1993
English, Journalism
Phoenix Technologies February 2013 - Present
Fluential February 2012 - February 2013
Intellectual Ventures 2010 - 2011
McKinsey & Company 2007 - 2010
First Franklin 2004 - 2006
Marcus & Millichap 2001 - 2004
Morgan Stanley Smith Barney 1999 - 2001
Skills
Administrative..., Calendaring, Office Management, Outlook, PowerPoint, Travel Arrangements, Microsoft Excel, Event Planning, Customer Service, Microsoft Office, Microsoft Word, Research, Marketing, Process Scheduler, Business Development, Workshop Facilitation, Employee Benefits, Human Resources, Project Management
Education
Harvard University 2012 — 2016
Bachelor's, English Literature with a minor in Psychology
Portland State University 1991 — 1993
English, Journalism
Lauren Wagner Boyman Lauren Wagner Boyman's Morgan Stanley Smith Barney Experience December 2009 - May 2011
Job Head of Marketing Strategy and Chief Operating Officer of Marketing at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Head of Digital Strategy - Mobile, Online, & Social MediaMorgan Stanley Smith BarneyMay 2011 - December 2013
Morgan Stanley Smith Barney December 2009 - May 2011
Morgan Stanley Global Wealth Management May 2008 - December 2009
Colgate Palmolive August 2006 - May 2008
Merrill Lynch Wealth Management 2002 - 2004
McKinsey & Company 2000 - 2002
Skills
Customer Insight, Marketing Strategy, Brand Management, Entrepreneurship, Social Media Marketing, Strategy, Segmentation, Competitive Intelligence, Analytics, Product Management, Business Strategy, Content Marketing, Brand Development, Leadership, Financial Services, Management, Marketing
Education
Harvard Business School 2004 — 2006
MBA, General Management
University of Pennsylvania - The Wharton School 1996 — 2000
BS, Management, Marketing
Morgan Stanley Head of Digital Strategy - Mobile, Online, & Social MediaMorgan Stanley Smith BarneyMay 2011 - December 2013
Morgan Stanley Smith Barney December 2009 - May 2011
Morgan Stanley Global Wealth Management May 2008 - December 2009
Colgate Palmolive August 2006 - May 2008
Merrill Lynch Wealth Management 2002 - 2004
McKinsey & Company 2000 - 2002
Skills
Customer Insight, Marketing Strategy, Brand Management, Entrepreneurship, Social Media Marketing, Strategy, Segmentation, Competitive Intelligence, Analytics, Product Management, Business Strategy, Content Marketing, Brand Development, Leadership, Financial Services, Management, Marketing
Education
Harvard Business School 2004 — 2006
MBA, General Management
University of Pennsylvania - The Wharton School 1996 — 2000
BS, Management, Marketing
Bob Kauffman's Morgan Stanley Smith Barney Experience September 2003 - November 2010
Job Financial Advisor at FPL Financial Strategies
Industry Financial Services
Experience
FPL Financial Strategies November 2010 - Present
Morgan Stanley Smith Barney September 2003 - November 2010
Aon/Cambridge Integrated Services 2000 - 2003
Limited 1985 - 2000
DLA Systems Automation Center 1979 - 1985
Skills
Retirement Planning, Investments, Process Improvement, Finance, Networking, Leadership, Wealth, Customer Service, Strategic Financial..., Program Management, Estate Planning...
Education
Holy Family University 1972 — 1976
B.A., Sociology
FPL Financial Strategies November 2010 - Present
Morgan Stanley Smith Barney September 2003 - November 2010
Aon/Cambridge Integrated Services 2000 - 2003
Limited 1985 - 2000
DLA Systems Automation Center 1979 - 1985
Skills
Retirement Planning, Investments, Process Improvement, Finance, Networking, Leadership, Wealth, Customer Service, Strategic Financial..., Program Management, Estate Planning...
Education
Holy Family University 1972 — 1976
B.A., Sociology
Kathy Bourgeois Kathy Bourgeois's Morgan Stanley Smith Barney Experience September 1986 - April 2012
Job Bourgeois Bakery at Self Employed
Industry Food Production
Experience
Pearl Presbyterian Church May 2012 - Present
Self Employed May 2002 - Present
Morgan Stanley Smith Barney September 1986 - April 2012
Skills
Food, Food Safety, Catering, Microsoft Office, Microsoft Excel, Food Industry, Culinary Skills, Microsoft Word, Cooking, Menu Development, Leadership, Budgets, Time Management
Education
Hinds Community College 2000 — 2002
Associates Degree, Culinary Arts, 3.8
Hinds Community College 1978 — 1980
Associate's degree, Business Administration and Management, General
Pearl High School 1975 — 1978
General, Business
Pearl Presbyterian Church May 2012 - Present
Self Employed May 2002 - Present
Morgan Stanley Smith Barney September 1986 - April 2012
Skills
Food, Food Safety, Catering, Microsoft Office, Microsoft Excel, Food Industry, Culinary Skills, Microsoft Word, Cooking, Menu Development, Leadership, Budgets, Time Management
Education
Hinds Community College 2000 — 2002
Associates Degree, Culinary Arts, 3.8
Hinds Community College 1978 — 1980
Associate's degree, Business Administration and Management, General
Pearl High School 1975 — 1978
General, Business
Julie Stiens's Morgan Stanley Smith Barney Experience 2008 - 2012
Job Project Manager at World One
Industry Market Research
Experience
World One September 2013 - Present
Beijing #2 Experimental Primary School September 2012 - June 2013
Morgan Stanley Smith Barney 2008 - 2012
E-Trade 2007 - 2008
Ameriprise Financial 2005 - 2007
Milliken and Company 2005 - 2005
Skills
PowerPoint, Teaching, Creative Problem Solving, Flexibility, Client Service Oriented, Microsoft Excel, Financial Services, Administrative Assistant, Microsoft Office, Microsoft Word, Insurance, Stock Trading, Mutual Funds, Series 7, Customer Service, Securities, Asset Allocation
Education
University of South Carolina Upstate 2003 — 2005
Bachelor of Science, Business Administration, 3.5
Hiwassee College 2001 — 2003
Associate of Science, Business Administration, 3.8
World One September 2013 - Present
Beijing #2 Experimental Primary School September 2012 - June 2013
Morgan Stanley Smith Barney 2008 - 2012
E-Trade 2007 - 2008
Ameriprise Financial 2005 - 2007
Milliken and Company 2005 - 2005
Skills
PowerPoint, Teaching, Creative Problem Solving, Flexibility, Client Service Oriented, Microsoft Excel, Financial Services, Administrative Assistant, Microsoft Office, Microsoft Word, Insurance, Stock Trading, Mutual Funds, Series 7, Customer Service, Securities, Asset Allocation
Education
University of South Carolina Upstate 2003 — 2005
Bachelor of Science, Business Administration, 3.5
Hiwassee College 2001 — 2003
Associate of Science, Business Administration, 3.8
Nick Wiggins Nick Wiggins's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Associate Investment Director Venture Capital and Growth Equity
Industry Financial Services
Experience
Cambridge Associates June 2011 - Present
Deutsche Bank June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Credit Suisse May 2009 - May 2009
Senator Edward Kennedy's office May 2008 - August 2008
Education
Hamilton College 2007 — 2011
Bachelor of Arts degree, World Politics, Economics
Thayer Academy 2005 — 2007
Cambridge Associates June 2011 - Present
Deutsche Bank June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Credit Suisse May 2009 - May 2009
Senator Edward Kennedy's office May 2008 - August 2008
Education
Hamilton College 2007 — 2011
Bachelor of Arts degree, World Politics, Economics
Thayer Academy 2005 — 2007
Barien White Barien White's Morgan Stanley Smith Barney Experience May 2012 - September 2012
Job Pharmacy Intern at CVS Caremark Corporation
Industry Pharmaceuticals
Experience
CVS Caremark Corporation February 2014 - Present
Stick1Save1, LLP February 2009 - Present
Walgreens June 2013 - July 2013
Morgan Stanley Smith Barney May 2012 - September 2012
Delaware Technical & Community College May 2011 - August 2012
HSBC Bank August 2008 - June 2009
Skills
Public Speaking, Business Development, Research, PowerPoint, Sales, Microsoft Office, Investments, Event Planning, Leadership, Microsoft Excel, Microsoft Word, Nonprofits, Time Management, Customer Service, Social Media, Data Analysis, Social Networking, Medication Therapy..., Youth Mentoring
Education
Hampton University School of Pharmacy 2012 — 2016
Doctor of Pharmacy (Pharm.D.), Pharmacy, P2
Hampton University 2009 — 2012
Pre-Pharmacy Studies
Delaware Money School 2008 — 2010
Financial Management Training Certification
CVS Caremark Corporation February 2014 - Present
Stick1Save1, LLP February 2009 - Present
Walgreens June 2013 - July 2013
Morgan Stanley Smith Barney May 2012 - September 2012
Delaware Technical & Community College May 2011 - August 2012
HSBC Bank August 2008 - June 2009
Skills
Public Speaking, Business Development, Research, PowerPoint, Sales, Microsoft Office, Investments, Event Planning, Leadership, Microsoft Excel, Microsoft Word, Nonprofits, Time Management, Customer Service, Social Media, Data Analysis, Social Networking, Medication Therapy..., Youth Mentoring
Education
Hampton University School of Pharmacy 2012 — 2016
Doctor of Pharmacy (Pharm.D.), Pharmacy, P2
Hampton University 2009 — 2012
Pre-Pharmacy Studies
Delaware Money School 2008 — 2010
Financial Management Training Certification
Leonard Sammartano Leonard Sammartano's Morgan Stanley Smith Barney Experience January 2006 - March 2011
Job Director of Tax
Industry Financial Services
Experience
Northwood Investors, LLC March 2011 - Present
Morgan Stanley Smith Barney January 2006 - March 2011
Reckson Associates Realty Corp. November 2004 - January 2007
Deliotte 2000 - 2004
Arthur Andersen 1998 - 2000
Skills
Certified Public..., Real Estate Tax, REIT Tax, Partnership Taxation
Education
LIU Post
MS, Tax
Hofstra University
BBA, Accounting
Northwood Investors, LLC March 2011 - Present
Morgan Stanley Smith Barney January 2006 - March 2011
Reckson Associates Realty Corp. November 2004 - January 2007
Deliotte 2000 - 2004
Arthur Andersen 1998 - 2000
Skills
Certified Public..., Real Estate Tax, REIT Tax, Partnership Taxation
Education
LIU Post
MS, Tax
Hofstra University
BBA, Accounting
Karen Ann Rose Karen Ann Rose's Morgan Stanley Smith Barney Experience May 2009 - November 2010
Job Asset and Liability Management
Industry Financial Services
Experience
Silver Fin Capital & Cetera Financial Services August 2011 - Present
Silver Fin Capital Group LLC 2009 - Present
Morgan Stanley Smith Barney May 2009 - November 2010
Lend America April 2008 - April 2009
The Mortgage Zone 2003 - 2007
Monahan Ford November 2000 - November 2002
Goldsmith Automotive Group November 1992 - November 1999
Skills
Series 7, Licensing, Residential Mortgages, Mortgage Lending, Loans, Credit Analysis, Mortgage Banking, Insurance, Commercial Lending, Underwriting, Credit, New Business Development, Negotiation, Sales Management, Real Estate, Investment Properties, Investments, Strategic Planning, Selling, Finance, Leadership, Strategy, Loan Origination, Banking, Financial Analysis, Strategic Financial..., Wealth Management, Asset Management, Financial Services, Refinance, Mutual Funds, Commercial Mortgages, Securities, Funding
Education
Hofstra University 1987 — 2000
BBA, International Business
Syosset High School
Silver Fin Capital & Cetera Financial Services August 2011 - Present
Silver Fin Capital Group LLC 2009 - Present
Morgan Stanley Smith Barney May 2009 - November 2010
Lend America April 2008 - April 2009
The Mortgage Zone 2003 - 2007
Monahan Ford November 2000 - November 2002
Goldsmith Automotive Group November 1992 - November 1999
Skills
Series 7, Licensing, Residential Mortgages, Mortgage Lending, Loans, Credit Analysis, Mortgage Banking, Insurance, Commercial Lending, Underwriting, Credit, New Business Development, Negotiation, Sales Management, Real Estate, Investment Properties, Investments, Strategic Planning, Selling, Finance, Leadership, Strategy, Loan Origination, Banking, Financial Analysis, Strategic Financial..., Wealth Management, Asset Management, Financial Services, Refinance, Mutual Funds, Commercial Mortgages, Securities, Funding
Education
Hofstra University 1987 — 2000
BBA, International Business
Syosset High School
Keith Tobin Keith Tobin's Morgan Stanley Smith Barney Experience January 2000 - January 2005
Job Mainstream Connections Publishing
Industry Publishing
Experience
Mainstream Connections Publishing September 2010 - Present
Mainstream Connections Publishing February 2009 - Present
Credit Suisse January 2005 - August 2009
Morgan Stanley Smith Barney January 2000 - January 2005
Skills
Internal Audit, Tax Preparation, Corporate Tax, Tax Compliance, Business Management, NextGen, NetExchange Pro, Wrestling Coach
Education
Hofstra University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
Hofstra University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Mainstream Connections Publishing September 2010 - Present
Mainstream Connections Publishing February 2009 - Present
Credit Suisse January 2005 - August 2009
Morgan Stanley Smith Barney January 2000 - January 2005
Skills
Internal Audit, Tax Preparation, Corporate Tax, Tax Compliance, Business Management, NextGen, NetExchange Pro, Wrestling Coach
Education
Hofstra University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting
Hofstra University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Bob Gipp Bob Gipp's Morgan Stanley Smith Barney Experience May 1996 - March 1997
Job Assistant Vice President, Branch Manager at Wells Fargo Advisors
Industry Investment Management
Experience
Wells Fargo Advisors September 2012 - Present
Schonfeld Group Holdings September 2006 - September 2012
Allstate May 2004 - August 2006
Schonfeld Group March 1997 - April 2004
Morgan Stanley Smith Barney May 1996 - March 1997
Skills
Equities, Portfolio Management, Hedge Funds, Trading, Financial Markets, Capital Markets, Series 63, Investments, Equity Trading, Finance, Fixed Income, Series 7, Risk Management, Securities, Options, Electronic Trading, Alternative Investments, Mentoring, Asset Management, Trading Systems, Technical Analysis, Wealth Management, Asset Allocation, Proprietary Trading, FINRA, Investment Advisory, Branch Management, Sales Management, Team Building, Team Management, Equity Capital Markets, Client Relationship..., Performance Reviews, Staff Development, Bloomberg, Commodities
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Finance
Hofstra University 1993 — 1996
BBA, Banking & Finance
Wells Fargo Advisors September 2012 - Present
Schonfeld Group Holdings September 2006 - September 2012
Allstate May 2004 - August 2006
Schonfeld Group March 1997 - April 2004
Morgan Stanley Smith Barney May 1996 - March 1997
Skills
Equities, Portfolio Management, Hedge Funds, Trading, Financial Markets, Capital Markets, Series 63, Investments, Equity Trading, Finance, Fixed Income, Series 7, Risk Management, Securities, Options, Electronic Trading, Alternative Investments, Mentoring, Asset Management, Trading Systems, Technical Analysis, Wealth Management, Asset Allocation, Proprietary Trading, FINRA, Investment Advisory, Branch Management, Sales Management, Team Building, Team Management, Equity Capital Markets, Client Relationship..., Performance Reviews, Staff Development, Bloomberg, Commodities
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
MBA, Finance
Hofstra University 1993 — 1996
BBA, Banking & Finance
Daryl Dagit, CFP(R), CRPS® Daryl Dagit, CFP(R), CRPS®'s Morgan Stanley Smith Barney Experience April 2007 - June 2010
Job Fee Only Wealth Advisor at Savant Capital Management
Industry Financial Services
Experience
Savant Capital Management June 2010 - Present
Morgan Stanley Smith Barney April 2007 - June 2010
CitiFinancial September 1992 - April 2007
Skills
Deferred Compensation, Retirement Income..., Pension Analysis, Retirement Planning, Multi-generational..., Tax Management, Financial Planning, Portfolio Management, Asset Management, Wealth Management, Financial Analysis, Roth Conversions, Qualified Retirement..., Investment Strategies, Asset Allocation, Charitable Gift Planning, 401k Rollovers, Executive Compensation..., Cash Flow Planning
Education
Illinois State University 1983 — 1986
BS, Finance
Savant Capital Management June 2010 - Present
Morgan Stanley Smith Barney April 2007 - June 2010
CitiFinancial September 1992 - April 2007
Skills
Deferred Compensation, Retirement Income..., Pension Analysis, Retirement Planning, Multi-generational..., Tax Management, Financial Planning, Portfolio Management, Asset Management, Wealth Management, Financial Analysis, Roth Conversions, Qualified Retirement..., Investment Strategies, Asset Allocation, Charitable Gift Planning, 401k Rollovers, Executive Compensation..., Cash Flow Planning
Education
Illinois State University 1983 — 1986
BS, Finance
Etienne Demers-Martel's Morgan Stanley Smith Barney Experience September 2009 - July 2010
Job Digital Innovation Strategist
Industry Management Consulting
Experience
Aalto Invest UK Ltd June 2015 - Present
NoMad Labs June 2015 - Present
McKinsey & Company August 2012 - June 2015
McNally Capital September 2011 - December 2011
Quadzee July 2011 - December 2011
Apple Inc. June 2011 - September 2011
Morgan Stanley Smith Barney September 2009 - July 2010
Morgan Stanley July 2008 - September 2009
McKinsey & Company August 2006 - June 2008
HEC Montreal September 2001 - April 2006
Skills
Strategy, Financial Modeling, Mergers & Acquisitions, Mergers, Management, Private Equity, Product Development, Entrepreneurship, Organizational..., Product Management, Competitive Analysis, Business Analysis, Cross-functional Team..., Strategic Planning, Mobile Technology, Mobile Payments, Private Banking, Management Consulting, Corporate Development, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Indian School of Business 2012 — 2012
Exchange student
Université de Montréal - HEC Montréal 2004 — 2007
M.Sc
Université de Montréal - HEC Montréal 2001 — 2004
B.B.A.
Warwick Business School 2003 — 2003
Exchange student
Aalto Invest UK Ltd June 2015 - Present
NoMad Labs June 2015 - Present
McKinsey & Company August 2012 - June 2015
McNally Capital September 2011 - December 2011
Quadzee July 2011 - December 2011
Apple Inc. June 2011 - September 2011
Morgan Stanley Smith Barney September 2009 - July 2010
Morgan Stanley July 2008 - September 2009
McKinsey & Company August 2006 - June 2008
HEC Montreal September 2001 - April 2006
Skills
Strategy, Financial Modeling, Mergers & Acquisitions, Mergers, Management, Private Equity, Product Development, Entrepreneurship, Organizational..., Product Management, Competitive Analysis, Business Analysis, Cross-functional Team..., Strategic Planning, Mobile Technology, Mobile Payments, Private Banking, Management Consulting, Corporate Development, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2010 — 2012
MBA
Indian School of Business 2012 — 2012
Exchange student
Université de Montréal - HEC Montréal 2004 — 2007
M.Sc
Université de Montréal - HEC Montréal 2001 — 2004
B.B.A.
Warwick Business School 2003 — 2003
Exchange student
Gilson Clarke's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Project Manager at Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citigroup, Global Wealth Management July 2008 - June 2009
New York University August 2001 - June 2008
Skills
Customer Relations, Business Analysis, Online Marketing
Education
New York University 2006 — 2008
Master's degree, Management Information Systems, General
Hofstra University 1997 — 2001
Bachelor of Arts, Business Computer Information Systems
Morgan Stanley Smith Barney June 2009 - Present
Citigroup, Global Wealth Management July 2008 - June 2009
New York University August 2001 - June 2008
Skills
Customer Relations, Business Analysis, Online Marketing
Education
New York University 2006 — 2008
Master's degree, Management Information Systems, General
Hofstra University 1997 — 2001
Bachelor of Arts, Business Computer Information Systems
Brandon Raymar's Morgan Stanley Smith Barney Experience August 2000 - April 2012
Job Vice President at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2013 - Present
UBS April 2012 - July 2013
Morgan Stanley Smith Barney August 2000 - April 2012
Skills
FINRA, Risk Management, Series 24
Education
Hofstra University 1997 — 1999
MBA, Banking and Finance
Muhlenberg College 1993 — 1997
BA, Economics and Finance
JPMorgan Chase July 2013 - Present
UBS April 2012 - July 2013
Morgan Stanley Smith Barney August 2000 - April 2012
Skills
FINRA, Risk Management, Series 24
Education
Hofstra University 1997 — 1999
MBA, Banking and Finance
Muhlenberg College 1993 — 1997
BA, Economics and Finance
Ralph Pagan's Morgan Stanley Smith Barney Experience January 2011 - April 2012
Job Vice President, Strategy and Market Intelligence at SIS International Research
Industry Marketing and Advertising
Experience
SIS International Research December 2014 - Present
691 Marketing April 2012 - Present
Morgan Stanley Smith Barney January 2011 - April 2012
Municipal Credit Union March 2006 - December 2009
UBS 2004 - 2006
Guardian Life Insurance Company 2003 - 2004
Lumina Americas 2002 - 2003
Applebrandsource 2000 - 2002
CareerEngine Networks 1999 - 2000
Cendant Corporation 1998 - 1999
Skills
Direct Marketing, Marketing Strategy, Brand Management, Integrated Marketing, Marketing, E-commerce, Start-ups, Strategy, Management, Cross-functional Team..., CRM, Marketing Communications, Product Development, SEM, Email Marketing, Advertising, Product Management, Affiliate Marketing, Web Analytics, Corporate Finance, Social Media, International Marketing, Business Development, Brand identity &..., Business Process..., Franchising, P&L management, Entrepreneurship, Public Relations, Digital & Social Media..., Public Relations &..., Acquisitions / Business..., Process re-engineering, Budgets, Competitive Analysis, Market Evaluations, Program Management, Strategic planning, Budgeting / Forecasting, Channel management &..., Market evaluation &..., Customer & vendor..., Resource allocation, Crisis & change..., Internet start-ups, Franchise Marketing, Project Management
Education
University of Pennsylvania - The Wharton School 1986 — 1988
M.B.A., Marketing
Harvard University 1979 — 1983
A.B., Psychology
SIS International Research December 2014 - Present
691 Marketing April 2012 - Present
Morgan Stanley Smith Barney January 2011 - April 2012
Municipal Credit Union March 2006 - December 2009
UBS 2004 - 2006
Guardian Life Insurance Company 2003 - 2004
Lumina Americas 2002 - 2003
Applebrandsource 2000 - 2002
CareerEngine Networks 1999 - 2000
Cendant Corporation 1998 - 1999
Skills
Direct Marketing, Marketing Strategy, Brand Management, Integrated Marketing, Marketing, E-commerce, Start-ups, Strategy, Management, Cross-functional Team..., CRM, Marketing Communications, Product Development, SEM, Email Marketing, Advertising, Product Management, Affiliate Marketing, Web Analytics, Corporate Finance, Social Media, International Marketing, Business Development, Brand identity &..., Business Process..., Franchising, P&L management, Entrepreneurship, Public Relations, Digital & Social Media..., Public Relations &..., Acquisitions / Business..., Process re-engineering, Budgets, Competitive Analysis, Market Evaluations, Program Management, Strategic planning, Budgeting / Forecasting, Channel management &..., Market evaluation &..., Customer & vendor..., Resource allocation, Crisis & change..., Internet start-ups, Franchise Marketing, Project Management
Education
University of Pennsylvania - The Wharton School 1986 — 1988
M.B.A., Marketing
Harvard University 1979 — 1983
A.B., Psychology
Pilar Estrella's Morgan Stanley Smith Barney Experience May 2006 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2006 - Present
Banc of America Investment Services 1998 - 2006
Barnett Securities 1990 - 1998
American Express Bank International 1988 - 1989
McKinley Allsop 1987 - 1988
L.F. Rothschild 1986 - 1987
Education
Hofstra University 1982 — 1986
BA, Finance
Morgan Stanley Smith Barney May 2006 - Present
Banc of America Investment Services 1998 - 2006
Barnett Securities 1990 - 1998
American Express Bank International 1988 - 1989
McKinley Allsop 1987 - 1988
L.F. Rothschild 1986 - 1987
Education
Hofstra University 1982 — 1986
BA, Finance
Autumn Kruse's Morgan Stanley Smith Barney Experience 1997 - 2000
Job Independent Financial Services Professional
Industry Financial Services
Experience
Autumn Kruse, CFP November 2007 - Present
Lincoln Pain, CFP, AIF May 2000 - June 2014
Morgan Stanley Smith Barney 1997 - 2000
Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Portfolio Management, Strategic Financial..., Financial Advisory, Retirement, Investment Strategies, Wealth Management, Investment Advisory, Estate Planning, Alternative Investments, Asset Management, Securities
Education
Saint Petersburg State University 1997 — 1997
Russian
Indiana University Bloomington 1995 — 1997
Post-Soviet Central Asia
University of California, Riverside 1992 — 1995
Bachelor of Arts (B.A.), Russian Studies
Holy Names College 1989 — 1990
Willits!
Autumn Kruse, CFP November 2007 - Present
Lincoln Pain, CFP, AIF May 2000 - June 2014
Morgan Stanley Smith Barney 1997 - 2000
Skills
Investments, Retirement Planning, Asset Allocation, Mutual Funds, Portfolio Management, Strategic Financial..., Financial Advisory, Retirement, Investment Strategies, Wealth Management, Investment Advisory, Estate Planning, Alternative Investments, Asset Management, Securities
Education
Saint Petersburg State University 1997 — 1997
Russian
Indiana University Bloomington 1995 — 1997
Post-Soviet Central Asia
University of California, Riverside 1992 — 1995
Bachelor of Arts (B.A.), Russian Studies
Holy Names College 1989 — 1990
Willits!
Duke Pascucci's Morgan Stanley Smith Barney Experience February 1994 - Present
Job CFP at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 1994 - Present
Education
Harvard University 1986 — 1990
Morgan Stanley Smith Barney February 1994 - Present
Education
Harvard University 1986 — 1990
Jason Spigner's Morgan Stanley Smith Barney Experience April 2007 - November 2010
Job Enterprise Services Analyst at Ricoh Americas Corporation
Industry Information Technology and Services
Experience
Ricoh Americas Corporation January 2014 - Present
Ricoh Americas Corporation November 2010 - October 2013
Morgan Stanley Smith Barney April 2007 - November 2010
AT&T January 2002 - March 2007
Skills
Business Development, Negotiation, Financial Analysis, Strategic Planning, Information Management, Change Management, Project Management, Competitive Analysis, Leadership, Strategy, Process Improvement, Sales, Salesforce.com, Marketing, Public Speaking, Management, Account Management, Finance, Team Building, Enterprise Software
Education
University of Tennessee-Knoxville
University of Tennessee-Knoxville - College of Business Administration
Ricoh Americas Corporation January 2014 - Present
Ricoh Americas Corporation November 2010 - October 2013
Morgan Stanley Smith Barney April 2007 - November 2010
AT&T January 2002 - March 2007
Skills
Business Development, Negotiation, Financial Analysis, Strategic Planning, Information Management, Change Management, Project Management, Competitive Analysis, Leadership, Strategy, Process Improvement, Sales, Salesforce.com, Marketing, Public Speaking, Management, Account Management, Finance, Team Building, Enterprise Software
Education
University of Tennessee-Knoxville
University of Tennessee-Knoxville - College of Business Administration
Nikki Bargas's Morgan Stanley Smith Barney Experience August 1999 - August 2000
Job Sr. Client Services Representative at Informa Investment Solutions
Industry Financial Services
Experience
Diversity.com February 2008 - Present
Informa Investment Solutions October 2000 - Present
Morgan Stanley Smith Barney August 1999 - August 2000
Education
New York University 2009 — 2010
Certified Financial Planner, Financial Planning
Hampton University 1988 — 1992
Diversity.com February 2008 - Present
Informa Investment Solutions October 2000 - Present
Morgan Stanley Smith Barney August 1999 - August 2000
Education
New York University 2009 — 2010
Certified Financial Planner, Financial Planning
Hampton University 1988 — 1992
Todd Shriber, CFA's Morgan Stanley Smith Barney Experience 2011 - 2012
Job VP, Strategy, Sales Development and Support at Prudential Insurance Company of America
Industry Financial Services
Experience
Prudential Financial May 2012 - Present
Morgan Stanley Smith Barney 2011 - 2012
Morgan Stanley Smith Barney 2008 - 2011
Citi Global Wealth Management (Smith Barney) 2007 - 2008
Citi Global Wealth Management (Smith Barney) 2004 - 2007
Citi Global Wealth Management (Smith Barney) 2003 - 2003
Citi Global Transaction Services 2001 - 2002
PwC Consulting 1996 - 2001
State Street Boston Capital 1992 - 1994
Skills
Investments, Strategy, Wealth Management, Insurance, Competitive Analysis, Fixed Annuities, Life Insurance, Sales Management, Marketing, Alternative Investments, Portfolio Management, Sales Operations, Equities, Retirement, Corporate Finance, Asset Allocation, Fixed Income
Education
University of Chicago - Graduate School of Business 1994 — 1996
MBA, Finance, Marketing
Harvard University 1987 — 1991
BA, Government
Prudential Financial May 2012 - Present
Morgan Stanley Smith Barney 2011 - 2012
Morgan Stanley Smith Barney 2008 - 2011
Citi Global Wealth Management (Smith Barney) 2007 - 2008
Citi Global Wealth Management (Smith Barney) 2004 - 2007
Citi Global Wealth Management (Smith Barney) 2003 - 2003
Citi Global Transaction Services 2001 - 2002
PwC Consulting 1996 - 2001
State Street Boston Capital 1992 - 1994
Skills
Investments, Strategy, Wealth Management, Insurance, Competitive Analysis, Fixed Annuities, Life Insurance, Sales Management, Marketing, Alternative Investments, Portfolio Management, Sales Operations, Equities, Retirement, Corporate Finance, Asset Allocation, Fixed Income
Education
University of Chicago - Graduate School of Business 1994 — 1996
MBA, Finance, Marketing
Harvard University 1987 — 1991
BA, Government
Greg Rakhlin's Morgan Stanley Smith Barney Experience May 2011 - Present
Job VP Product Control and Reporting for Global Structured Products at Morgan Stanley Smith Barney
Industry Capital Markets
Experience
Morgan Stanley Smith Barney May 2011 - Present
Citi Group November 2010 - May 2011
HSBC September 2007 - January 2011
RBC Capital Markets March 2001 - August 2007
David J Greene and Company June 1997 - July 1998
Skills
Derivatives, Equities, Fixed Income, Structured Products, Hedge Funds, Treasury, Bloomberg, Investments, Swaps, Alternative Investments, Capital Markets, Options, Product Control, Securities, Equity Derivatives, Prime Brokerage, Credit Derivatives
Education
Hofstra University 1998 — 2000
MBA, Finance & Banking
State University of New York at Albany 1993 — 1997
Bachelor of Science (BS), Accounting and Business/Management
Morgan Stanley Smith Barney May 2011 - Present
Citi Group November 2010 - May 2011
HSBC September 2007 - January 2011
RBC Capital Markets March 2001 - August 2007
David J Greene and Company June 1997 - July 1998
Skills
Derivatives, Equities, Fixed Income, Structured Products, Hedge Funds, Treasury, Bloomberg, Investments, Swaps, Alternative Investments, Capital Markets, Options, Product Control, Securities, Equity Derivatives, Prime Brokerage, Credit Derivatives
Education
Hofstra University 1998 — 2000
MBA, Finance & Banking
State University of New York at Albany 1993 — 1997
Bachelor of Science (BS), Accounting and Business/Management
Jay Flower's Morgan Stanley Smith Barney Experience 2006 - May 2012
Job Vice President Portfolio Manager at Old Port Advisors
Industry Investment Management
Experience
Old Port Advisors May 2012 - Present
Morgan Stanley Smith Barney 2006 - May 2012
Skills
Retirement Planning, Estate Planning, Wealth Management, Financial Planning, Investments
Education
Hobart and William Smith Colleges 1994 — 1998
European History
North Yarmouth Academy 1989 — 1994
High School
Old Port Advisors May 2012 - Present
Morgan Stanley Smith Barney 2006 - May 2012
Skills
Retirement Planning, Estate Planning, Wealth Management, Financial Planning, Investments
Education
Hobart and William Smith Colleges 1994 — 1998
European History
North Yarmouth Academy 1989 — 1994
High School
Stephanie Ayer NL16's Morgan Stanley Smith Barney Experience 1999 - 2003
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Investment Management
Experience
Wells Fargo Advisors 2003 - Present
Morgan Stanley Smith Barney 1999 - 2003
Education
Idaho State University 1988 — 1991
Wells Fargo Advisors 2003 - Present
Morgan Stanley Smith Barney 1999 - 2003
Education
Idaho State University 1988 — 1991
Aaron Stoessel's Morgan Stanley Smith Barney Experience June 2011 - June 2012
Job Complex Product Supervisor at LPL Financial
Industry Financial Services
Experience
LPL Financial November 2013 - Present
LPL Financial July 2013 - November 2013
Morgan Stanley Smith Barney June 2011 - June 2012
Malitzlaw, Inc. June 2010 - February 2011
Children's Advocacy Institute May 2009 - August 2009
17th Judicial Circuit Court of the State of Illinois January 2008 - May 2008
17th Judicial Circuit Court of the State of Illinois January 2008 - May 2008
Peoria Park District May 2004 - August 2007
Peoria Park District March 1998 - August 2007
Skills
Legal Research, Courts, Commercial Litigation, Mediation, Corporate Law, Litigation, Legal Writing, Westlaw, Public Speaking
Education
University of San Diego School of Law 2008 — 2009
L.L.M., Corporate and Business
Northern Illinois University College of Law 2005 — 2008
Juris Doctorate
Illinois State University 2004 — 2005
B.A., History (major), Political Science (minor)
Kirkwood Community College 2002 — 2004
N/A, General Education
University of Iowa 2000 — 2001
Peoria Notre Dame 1996 — 2000
LPL Financial November 2013 - Present
LPL Financial July 2013 - November 2013
Morgan Stanley Smith Barney June 2011 - June 2012
Malitzlaw, Inc. June 2010 - February 2011
Children's Advocacy Institute May 2009 - August 2009
17th Judicial Circuit Court of the State of Illinois January 2008 - May 2008
17th Judicial Circuit Court of the State of Illinois January 2008 - May 2008
Peoria Park District May 2004 - August 2007
Peoria Park District March 1998 - August 2007
Skills
Legal Research, Courts, Commercial Litigation, Mediation, Corporate Law, Litigation, Legal Writing, Westlaw, Public Speaking
Education
University of San Diego School of Law 2008 — 2009
L.L.M., Corporate and Business
Northern Illinois University College of Law 2005 — 2008
Juris Doctorate
Illinois State University 2004 — 2005
B.A., History (major), Political Science (minor)
Kirkwood Community College 2002 — 2004
N/A, General Education
University of Iowa 2000 — 2001
Peoria Notre Dame 1996 — 2000
Philicia Levinson's Morgan Stanley Smith Barney Experience 1986 - 1988
Job Experienced Financial Professional
Industry Executive Office
Experience
Vital Business Media 2009 - 2010
Junior League of the Oranges and Short Hills 2007 - June 2009
Headway Corporate Resources 1992 - 2004
Dreamlife, Inc. 1999 - 2001
Bloomingdales 1990 - 1992
Morgan Stanley Smith Barney 1986 - 1988
Skills
Budgeting, Debt, Cash Flow Forecasting, SEC reporting, Restructuring, Forecasting, Investor Relations, Mergers, Financial Analysis, Due Diligence, Leadership, Business Development, Mergers & Acquisitions, Management, Finance, Negotiation, Budgets, Executive Management, Cash Management
Education
Harvard Business School 1988 — 1990
MBA
University of Virginia 1982 — 1986
B.A., Economics
Vital Business Media 2009 - 2010
Junior League of the Oranges and Short Hills 2007 - June 2009
Headway Corporate Resources 1992 - 2004
Dreamlife, Inc. 1999 - 2001
Bloomingdales 1990 - 1992
Morgan Stanley Smith Barney 1986 - 1988
Skills
Budgeting, Debt, Cash Flow Forecasting, SEC reporting, Restructuring, Forecasting, Investor Relations, Mergers, Financial Analysis, Due Diligence, Leadership, Business Development, Mergers & Acquisitions, Management, Finance, Negotiation, Budgets, Executive Management, Cash Management
Education
Harvard Business School 1988 — 1990
MBA
University of Virginia 1982 — 1986
B.A., Economics
Vinod (Vick) Gulani's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Vice President at MSSB
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citi February 2004 - May 2009
AST StockPlan Inc. March 1999 - September 2001
Skills
Portfolio Management, Risk Management, Financial Services, Vendor Management, SDLC, Relationship Management, Capacity Planning, Budget Monitoring
Education
Stevens Institute of Technology 2001 — 2003
Master of Science (MS), Management Information Systems, General, 3.9
Hofstra University 1995 — 1998
Bachelor of Arts (B.A.), Mathematics, 3.6
Morgan Stanley Smith Barney June 2009 - Present
Citi February 2004 - May 2009
AST StockPlan Inc. March 1999 - September 2001
Skills
Portfolio Management, Risk Management, Financial Services, Vendor Management, SDLC, Relationship Management, Capacity Planning, Budget Monitoring
Education
Stevens Institute of Technology 2001 — 2003
Master of Science (MS), Management Information Systems, General, 3.9
Hofstra University 1995 — 1998
Bachelor of Arts (B.A.), Mathematics, 3.6
Brandon Skupski's Morgan Stanley Smith Barney Experience April 2006 - Present
Job Registered Sales Associate at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2006 - Present
Education
Gwynedd Mercy University 2004 — 2007
BS, Business
Morgan Stanley Smith Barney April 2006 - Present
Education
Gwynedd Mercy University 2004 — 2007
BS, Business
Angela Chang's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Private Equity Associate at HarbourVest Partners
Industry Financial Services
Experience
HarbourVest Partners September 2014 - Present
J.P. Morgan June 2012 - August 2014
J.P. Morgan June 2011 - August 2011
Federal Reserve Board of Governors May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Education
Harvard University 2008 — 2012
Economics
Holton-Arms School 1998 — 2008
HarbourVest Partners September 2014 - Present
J.P. Morgan June 2012 - August 2014
J.P. Morgan June 2011 - August 2011
Federal Reserve Board of Governors May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Education
Harvard University 2008 — 2012
Economics
Holton-Arms School 1998 — 2008
Robert Mandel's Morgan Stanley Smith Barney Experience April 2011 - Present
Job Director, Graystone Consulting
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2011 - Present
Smith Barney August 2008 - May 2009
Smith Barney July 2000 - June 2005
Neal, Gerber & Eisenberg LLP October 1989 - June 2000
Skills
Series 7, Financial Services
Education
Maurice A. Deane School of Law at Hofstra University 1979 — 1981
Hofstra University
BBA
Morgan Stanley Smith Barney April 2011 - Present
Smith Barney August 2008 - May 2009
Smith Barney July 2000 - June 2005
Neal, Gerber & Eisenberg LLP October 1989 - June 2000
Skills
Series 7, Financial Services
Education
Maurice A. Deane School of Law at Hofstra University 1979 — 1981
Hofstra University
BBA
Dan Hwilka's Morgan Stanley Smith Barney Experience January 2000 - February 2000
Job Associate Director, Accounts Payable Manager at RBC Capital Markets
Industry Accounting
Experience
RBC Capital Markets November 2011 - Present
AMBAC ASSURANCE CORPORATION January 2003 - October 2011
AMBAC ASSURANCE CORPORATION January 2003 - October 2011
Ambac January 2003 - October 2011
Ambac January 2003 - October 2011
Ernst & Young July 2000 - January 2003
Morgan Stanley Smith Barney January 2000 - February 2000
Skills
Financial Analysis, Sarbanes-Oxley Act, Accounting, Risk Management, Credit, Fixed Income, Securitization, Financial Reporting, Internal Controls, Credit Analysis, Credit Risk, Bloomberg, Accounts Payable, Analysis, Finance, Auditing, Financial Risk, General Ledger, Management
Education
Hartwick College 1996 — 2000
Bachelor of Arts, Economics
RBC Capital Markets November 2011 - Present
AMBAC ASSURANCE CORPORATION January 2003 - October 2011
AMBAC ASSURANCE CORPORATION January 2003 - October 2011
Ambac January 2003 - October 2011
Ambac January 2003 - October 2011
Ernst & Young July 2000 - January 2003
Morgan Stanley Smith Barney January 2000 - February 2000
Skills
Financial Analysis, Sarbanes-Oxley Act, Accounting, Risk Management, Credit, Fixed Income, Securitization, Financial Reporting, Internal Controls, Credit Analysis, Credit Risk, Bloomberg, Accounts Payable, Analysis, Finance, Auditing, Financial Risk, General Ledger, Management
Education
Hartwick College 1996 — 2000
Bachelor of Arts, Economics
Michael Abbriano's Morgan Stanley Smith Barney Experience July 2005 - January 2010
Job Principal Consultant at ACA Compliance Group
Industry Financial Services
Experience
ACA Compliance Group September 2012 - Present
Needham & Company January 2010 - September 2012
Morgan Stanley Smith Barney July 2005 - January 2010
Skills
Compliance, Investment Advisory, Policy, Asset Management, Investment Companies, Mutual Funds, Hedge Funds, Broker-Dealer, Asset Managment
Education
Harvard University 2001 — 2005
Bachelor of Arts, Music
ACA Compliance Group September 2012 - Present
Needham & Company January 2010 - September 2012
Morgan Stanley Smith Barney July 2005 - January 2010
Skills
Compliance, Investment Advisory, Policy, Asset Management, Investment Companies, Mutual Funds, Hedge Funds, Broker-Dealer, Asset Managment
Education
Harvard University 2001 — 2005
Bachelor of Arts, Music
Doug Phillips, CFP®'s Morgan Stanley Smith Barney Experience April 2000 - June 2006
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2006 - Present
Morgan Stanley Smith Barney April 2000 - June 2006
Education
Illinois State University 1981 — 1985
Bachelor of Science (BS), Marketing
Wells Fargo Advisors, LLC July 2006 - Present
Morgan Stanley Smith Barney April 2000 - June 2006
Education
Illinois State University 1981 — 1985
Bachelor of Science (BS), Marketing
Ryan Shedd's Morgan Stanley Smith Barney Experience 2006 - January 2011
Job Regional Vice President at Guggenheim Investments
Industry Financial Services
Experience
Guggenheim Investments April 2013 - Present
Guggenheim Investments January 2012 - March 2013
Rydex Investments February 2011 - January 2012
Morgan Stanley Smith Barney 2006 - January 2011
Skills
Asset Allocation, Separately Managed..., Mutual Funds, Alternative Investments, ETFs
Education
Hope College 2001 — 2005
Bachelor of Arts, Business Management, French
Guggenheim Investments April 2013 - Present
Guggenheim Investments January 2012 - March 2013
Rydex Investments February 2011 - January 2012
Morgan Stanley Smith Barney 2006 - January 2011
Skills
Asset Allocation, Separately Managed..., Mutual Funds, Alternative Investments, ETFs
Education
Hope College 2001 — 2005
Bachelor of Arts, Business Management, French
Maxwell Pamphile's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Professional, Sales Specialist, Entrepreneur
Industry Marketing and Advertising
Experience
LivingSocial DC July 2013 - Present
M.A.D.E Enterprise Inc. July 2012 - Present
Goldman Sachs July 2010 - March 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Equities, Capital Markets, Valuation, Financial Analysis, Securities, Corporate Finance, Investments, Asset Managment, Financial Services, Mutual Funds, Credit Analysis, Portfolio Management, Banking, Pivot Tables, Finance, Auditing, Account Reconciliation
Education
Howard University 2006 — 2010
BBA, Accounting
LivingSocial DC July 2013 - Present
M.A.D.E Enterprise Inc. July 2012 - Present
Goldman Sachs July 2010 - March 2012
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Equities, Capital Markets, Valuation, Financial Analysis, Securities, Corporate Finance, Investments, Asset Managment, Financial Services, Mutual Funds, Credit Analysis, Portfolio Management, Banking, Pivot Tables, Finance, Auditing, Account Reconciliation
Education
Howard University 2006 — 2010
BBA, Accounting
Karolina Koziec's Morgan Stanley Smith Barney Experience August 2009 - September 2009
Job Senior project assistant
Industry Financial Services
Experience
American Dental Association February 2014 - August 2014
S M Service Group June 2012 - January 2013
Metropolitan Capital Bank October 2009 - May 2012
Morgan Stanley Smith Barney August 2009 - September 2009
Blackmore Partners May 2009 - July 2009
TCF Bank January 2007 - June 2008
Skills
Finance, Analysis, Portfolio Management, Auditing, Accounting, Customer Service, Banking, Financial Analysis
Education
University of Illinois at Chicago 2006 — 2009
BA, Finance
Harper College 2007 — 2009
Business Administration
American Dental Association February 2014 - August 2014
S M Service Group June 2012 - January 2013
Metropolitan Capital Bank October 2009 - May 2012
Morgan Stanley Smith Barney August 2009 - September 2009
Blackmore Partners May 2009 - July 2009
TCF Bank January 2007 - June 2008
Skills
Finance, Analysis, Portfolio Management, Auditing, Accounting, Customer Service, Banking, Financial Analysis
Education
University of Illinois at Chicago 2006 — 2009
BA, Finance
Harper College 2007 — 2009
Business Administration
Peter F. Davey's Morgan Stanley Smith Barney Experience June 2006 - May 2011
Job Financial Professional
Industry Financial Services
Experience
Neuberger Berman May 2011 - April 2013
Morgan Stanley Smith Barney June 2006 - May 2011
Skills
Retirement, Series 7, Series 63, CRPS, 401k, Mutual Funds, Asset Allocation, Uniform Combined State..., Retirement Planning, Financial Services, Securities, Asset Management, Alternative Investments
Education
Hofstra University 2000 — 2004
BS, Political Science
Neuberger Berman May 2011 - April 2013
Morgan Stanley Smith Barney June 2006 - May 2011
Skills
Retirement, Series 7, Series 63, CRPS, 401k, Mutual Funds, Asset Allocation, Uniform Combined State..., Retirement Planning, Financial Services, Securities, Asset Management, Alternative Investments
Education
Hofstra University 2000 — 2004
BS, Political Science
Daniel Rothenberg's Morgan Stanley Smith Barney Experience March 2006 - October 2010
Job Managing Director Investments at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services Senior Vice President - Wealth ManagementUBS Financial Services Inc.November 2010 - February 2014
Morgan Stanley Smith Barney March 2006 - October 2010
Education
Harvard University 2000 — 2004
BA, Economics
UBS Financial Services Senior Vice President - Wealth ManagementUBS Financial Services Inc.November 2010 - February 2014
Morgan Stanley Smith Barney March 2006 - October 2010
Education
Harvard University 2000 — 2004
BA, Economics
John C. (Jay) Riley's Morgan Stanley Smith Barney Experience February 1995 - November 2011
Job First Vice President Investment Officer Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2011 - Present
Morgan Stanley Smith Barney February 1995 - November 2011
Kidder Peabody March 1983 - February 1995
Brown University September 1978 - June 1982
Cornell University September 1976 - June 1978
Education
Harvard College 1969 — 1973
BA, History
Wells Fargo Advisors, LLC November 2011 - Present
Morgan Stanley Smith Barney February 1995 - November 2011
Kidder Peabody March 1983 - February 1995
Brown University September 1978 - June 1982
Cornell University September 1976 - June 1978
Education
Harvard College 1969 — 1973
BA, History
Cynthia Adams's Morgan Stanley Smith Barney Experience June 2009 - April 2012
Job Managing Director, Legal & Compliance, Jefferies
Industry Financial Services
Experience
Jefferies & Company May 2012 - Present
Morgan Stanley Smith Barney June 2009 - April 2012
Citi Global Wealth Management January 2005 - June 2009
WilmerHale October 2003 - December 2004
Financial Industry Regulatory Authority November 1999 - August 2003
Sullivan & Cromwell LLP October 1995 - November 1999
U.S. District Court, Washington, D.C. September 1994 - September 1995
Education
Howard University School of Law 1991 — 1994
J.D., Cum Laude
The College of William and Mary
Bachelor of Arts, Government
Jefferies & Company May 2012 - Present
Morgan Stanley Smith Barney June 2009 - April 2012
Citi Global Wealth Management January 2005 - June 2009
WilmerHale October 2003 - December 2004
Financial Industry Regulatory Authority November 1999 - August 2003
Sullivan & Cromwell LLP October 1995 - November 1999
U.S. District Court, Washington, D.C. September 1994 - September 1995
Education
Howard University School of Law 1991 — 1994
J.D., Cum Laude
The College of William and Mary
Bachelor of Arts, Government
Scotty Anderson's Morgan Stanley Smith Barney Experience 2007 - 2009
Job Project Engineer at Sendero Midstream
Industry Oil & Energy
Experience
Sendero Midstream August 2014 - Present
Cardinal Gas Storage LLC November 2011 - August 2014
Cardinal Gas Storage LLC 2010 - 2011
Morgan Stanley Smith Barney 2007 - 2009
Education
Rice University - Jesse H. Jones Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Illinois Institute of Technology 2009 — 2011
BS, Mechanical Engineering
Wheaton College 2005 — 2009
BA, Business/Economics
Sendero Midstream August 2014 - Present
Cardinal Gas Storage LLC November 2011 - August 2014
Cardinal Gas Storage LLC 2010 - 2011
Morgan Stanley Smith Barney 2007 - 2009
Education
Rice University - Jesse H. Jones Graduate School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Illinois Institute of Technology 2009 — 2011
BS, Mechanical Engineering
Wheaton College 2005 — 2009
BA, Business/Economics
Jeffrey Goldberg's Morgan Stanley Smith Barney Experience April 2005 - May 2010
Job Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets May 2010 - Present
Morgan Stanley Smith Barney April 2005 - May 2010
Morgan Stanley August 2004 - May 2010
Thomson Financial June 2002 - August 2004
digiTRADE July 1998 - May 2002
American Express Financial Advisors June 1997 - July 1998
Walsh Manning Securities, LLC September 1996 - May 1997
Skills
Project Management, Alternative Investments, Strategic Planning, Series 7, Fixed Income, Proposal Writing, Analysis, Business Analysis, CRM, Cross-functional Team..., Equities, Financial Services, Investments, Portfolio Management, Program Management, Risk Management, Securities, Strategy, Trading, Trading Systems
Education
Hofstra University 1992 — 1996
BBA Banking & Finance, Finance
Roslyn Highschool
RBC Capital Markets May 2010 - Present
Morgan Stanley Smith Barney April 2005 - May 2010
Morgan Stanley August 2004 - May 2010
Thomson Financial June 2002 - August 2004
digiTRADE July 1998 - May 2002
American Express Financial Advisors June 1997 - July 1998
Walsh Manning Securities, LLC September 1996 - May 1997
Skills
Project Management, Alternative Investments, Strategic Planning, Series 7, Fixed Income, Proposal Writing, Analysis, Business Analysis, CRM, Cross-functional Team..., Equities, Financial Services, Investments, Portfolio Management, Program Management, Risk Management, Securities, Strategy, Trading, Trading Systems
Education
Hofstra University 1992 — 1996
BBA Banking & Finance, Finance
Roslyn Highschool
Jason Misiano's Morgan Stanley Smith Barney Experience April 1999 - June 2000
Job Vice President, Contact Center Director at Salem Five Bank
Industry Financial Services
Experience
Salem Five Bank January 2015 - Present
Merrill Edge July 2014 - January 2015
Merrill Edge April 2013 - July 2014
Merrill Edge September 2011 - April 2013
Merrill Edge July 2006 - September 2011
Banc of America Investment Services, Inc. July 2006 - June 2007
Brown & Company; J.P. Morgan Chase July 2003 - July 2006
Brownco September 2000 - June 2003
Morgan Stanley Smith Barney April 1999 - June 2000
McLaughlin, Piven & Vogel Securities January 1999 - April 1999
Skills
Equities
Education
Hofstra University 1994 — 1998
Hofstra University
Bachelor, Business Administration; Banking and Finance
Salem Five Bank January 2015 - Present
Merrill Edge July 2014 - January 2015
Merrill Edge April 2013 - July 2014
Merrill Edge September 2011 - April 2013
Merrill Edge July 2006 - September 2011
Banc of America Investment Services, Inc. July 2006 - June 2007
Brown & Company; J.P. Morgan Chase July 2003 - July 2006
Brownco September 2000 - June 2003
Morgan Stanley Smith Barney April 1999 - June 2000
McLaughlin, Piven & Vogel Securities January 1999 - April 1999
Skills
Equities
Education
Hofstra University 1994 — 1998
Hofstra University
Bachelor, Business Administration; Banking and Finance
Helen AbiZeid's Morgan Stanley Smith Barney Experience June 2007 - December 2010
Job Packaged Products Administration Manager at Citi
Industry Financial Services
Experience
Citi January 2011 - Present
Morgan Stanley Smith Barney June 2007 - December 2010
Citibank, N.A. - Hewlett, NY September 2006 - June 2007
Citibank, N.A. - Lynbrook, NY August 2005 - June 2006
Family Residences and Essential Enterprises, Inc. - Bethpage, NY September 2003 - July 2005
Skills
Mutual Funds, Sales, Retirement Planning, Fixed Annuities, Financial Advisory, Wealth Management, Portfolio Management, Finance
Education
Hofstra University 2002 — 2006
Bachelor of Business Adminstration, Business Management
Citi January 2011 - Present
Morgan Stanley Smith Barney June 2007 - December 2010
Citibank, N.A. - Hewlett, NY September 2006 - June 2007
Citibank, N.A. - Lynbrook, NY August 2005 - June 2006
Family Residences and Essential Enterprises, Inc. - Bethpage, NY September 2003 - July 2005
Skills
Mutual Funds, Sales, Retirement Planning, Fixed Annuities, Financial Advisory, Wealth Management, Portfolio Management, Finance
Education
Hofstra University 2002 — 2006
Bachelor of Business Adminstration, Business Management
John von Holten's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Technical Specialist at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citigroup March 2000 - June 2009
Healthcare Management Systems September 1989 - March 2000
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Software Project..., SQL, Data Warehousing, Unix, SharePoint, IT Strategy
Education
Hofstra University
Bachelor of Science (BS), Computer Science
Morgan Stanley Smith Barney June 2009 - Present
Citigroup March 2000 - June 2009
Healthcare Management Systems September 1989 - March 2000
Skills
SDLC, Business Analysis, Requirements Analysis, Requirements Gathering, Software Project..., SQL, Data Warehousing, Unix, SharePoint, IT Strategy
Education
Hofstra University
Bachelor of Science (BS), Computer Science
Douglas Kosar's Morgan Stanley Smith Barney Experience March 1998 - Present
Job Morgan Stanley Wealth Managment
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 1998 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Securities, Alternative Investments, Asset Management, Series 63, Mutual Funds, Investments, Estate Planning, Portfolio Management, Fixed Income, Investment Advisory, Asset Allocation, Financial Services, Management
Education
Hofstra University 1991 — 1996
BA, Finance
Morgan Stanley Smith Barney March 1998 - Present
Skills
Series 7, Wealth Management, Retirement Planning, Equities, Securities, Alternative Investments, Asset Management, Series 63, Mutual Funds, Investments, Estate Planning, Portfolio Management, Fixed Income, Investment Advisory, Asset Allocation, Financial Services, Management
Education
Hofstra University 1991 — 1996
BA, Finance
Endale E's Morgan Stanley Smith Barney Experience July 2010 - February 2011
Job Revenue Management Specialist
Industry Accounting
Experience
Liberty Tax Service January 2012 - April 2012
Morgan Stanley Smith Barney July 2010 - February 2011
Skills
Highly detail oriented, Possess strong..., Problem Solving, Oral & Written...
Education
Hampton University 2008 — 2010
B.S., Accounting
Liberty Tax Service January 2012 - April 2012
Morgan Stanley Smith Barney July 2010 - February 2011
Skills
Highly detail oriented, Possess strong..., Problem Solving, Oral & Written...
Education
Hampton University 2008 — 2010
B.S., Accounting
henry laryea's Morgan Stanley Smith Barney Experience
Job Software Developer at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney
Skills
C#, Project Management
Education
Howard University 2006 — 2008
MS, Electrical Engineering
Morgan Stanley Smith Barney
Skills
C#, Project Management
Education
Howard University 2006 — 2008
MS, Electrical Engineering
Anthony Bardaro's Morgan Stanley Smith Barney Experience June 2007 - January 2011
Job Portfolio Manager, Investment Professional, Financial Advisor
Industry Financial Services
Experience
J.P. Morgan & Co. 2011 - Present
Morgan Stanley Smith Barney June 2007 - January 2011
Skills
Portfolio Management, Alternative Investments, Fixed Income, Equities, Mutual Funds, Hedge Funds, Investment Management, Wealth Management, Private Equity, Corporate Finance, Derivatives, Retirement Planning, Banking, Estate Planning, Credit, Strategic Financial..., Series 7, Finance, Investments, Loans
Education
Hamilton College 2003 — 2007
Bachelor of Arts, Economics & English
Belmont Hill School 1997 — 2003
Magna Cum Laude
J.P. Morgan & Co. 2011 - Present
Morgan Stanley Smith Barney June 2007 - January 2011
Skills
Portfolio Management, Alternative Investments, Fixed Income, Equities, Mutual Funds, Hedge Funds, Investment Management, Wealth Management, Private Equity, Corporate Finance, Derivatives, Retirement Planning, Banking, Estate Planning, Credit, Strategic Financial..., Series 7, Finance, Investments, Loans
Education
Hamilton College 2003 — 2007
Bachelor of Arts, Economics & English
Belmont Hill School 1997 — 2003
Magna Cum Laude
Claudette Pulido's Morgan Stanley Smith Barney Experience May 2011 - Present
Job Vice President, Counsel International Wealth Management at Morgan Stanley
Industry Law Practice
Experience
Morgan Stanley Smith Barney May 2011 - Present
Cleary Gottlieb Steen & Hamilton LLP October 2006 - May 2011
Skills
Due Diligence, Financial Analysis, Capital Markets, Project Finance, Cross-border..., Private Equity, Securities, Hedge Funds, Legal Writing, Financial Services, Mergers & Acquisitions, Corporate Finance, Licensing
Education
Harvard University 1998 — 2002
A.B., History, cum laude
University of Pennsylvania Law School 2003 — 2006
J.D.
Morgan Stanley Smith Barney May 2011 - Present
Cleary Gottlieb Steen & Hamilton LLP October 2006 - May 2011
Skills
Due Diligence, Financial Analysis, Capital Markets, Project Finance, Cross-border..., Private Equity, Securities, Hedge Funds, Legal Writing, Financial Services, Mergers & Acquisitions, Corporate Finance, Licensing
Education
Harvard University 1998 — 2002
A.B., History, cum laude
University of Pennsylvania Law School 2003 — 2006
J.D.
Joseph Donadio's Morgan Stanley Smith Barney Experience July 1994 - September 1996
Job Divisional Vice President at Sun America Retirement Markets
Industry Financial Services
Experience
Sun America Retirement Markets October 2011 - Present
John Hancock Financial Services September 1999 - November 2011
Republic National Bank September 1996 - September 1999
Morgan Stanley Smith Barney July 1994 - September 1996
Prudential Securities June 1991 - July 1994
Education
Hofstra University 1984 — 1988
BBA, Finance
Sun America Retirement Markets October 2011 - Present
John Hancock Financial Services September 1999 - November 2011
Republic National Bank September 1996 - September 1999
Morgan Stanley Smith Barney July 1994 - September 1996
Prudential Securities June 1991 - July 1994
Education
Hofstra University 1984 — 1988
BBA, Finance
murph levin's Morgan Stanley Smith Barney Experience March 2011 - Present
Job Financial Advisor at Morgan Stanley Smith Barney 522 Fifth Avenue NYC
Industry Investment Management
Experience
Morgan Stanley Smith Barney March 2011 - Present
The Partridge Family Office September 2009 - February 2011
Environmental Defense Fund August 2005 - July 2009
Education
Harvard Business School 1966 — 1968
MBA
Harvard Business School 1956 — 1968
MBA
Yale University 1962 — 1966
BA, Economics
Yale University 1962 — 1966
BA, Economics
Yale University 1962 — 1966
BA
Morgan Stanley Smith Barney March 2011 - Present
The Partridge Family Office September 2009 - February 2011
Environmental Defense Fund August 2005 - July 2009
Education
Harvard Business School 1966 — 1968
MBA
Harvard Business School 1956 — 1968
MBA
Yale University 1962 — 1966
BA, Economics
Yale University 1962 — 1966
BA, Economics
Yale University 1962 — 1966
BA
Julia Battaglia's Morgan Stanley Smith Barney Experience 1997 - Present
Job financial advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1997 - Present
Education
Hofstra University
BA
Morgan Stanley Smith Barney 1997 - Present
Education
Hofstra University
BA
Ben Henderson's Morgan Stanley Smith Barney Experience July 2010 - September 2010
Job Worldwide Project Manager at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard April 2014 - Present
Siloam Family Health Center January 2013 - April 2013
CUTCO Cutlery December 2010 - February 2011
Morgan Stanley Smith Barney July 2010 - September 2010
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Social Media, Community Outreach, Nonprofits, Teamwork, Leadership, Event Planning, Research, Marketing
Education
University of Tennessee-Knoxville - College of Business Administration 2009 — 2013
Bachelor's Degree, Marketing, Supply Chain Management, International Business
Woodstock
Woodstock
Hewlett-Packard April 2014 - Present
Siloam Family Health Center January 2013 - April 2013
CUTCO Cutlery December 2010 - February 2011
Morgan Stanley Smith Barney July 2010 - September 2010
Skills
Microsoft Office, PowerPoint, Customer Service, Microsoft Excel, Microsoft Word, Social Media, Community Outreach, Nonprofits, Teamwork, Leadership, Event Planning, Research, Marketing
Education
University of Tennessee-Knoxville - College of Business Administration 2009 — 2013
Bachelor's Degree, Marketing, Supply Chain Management, International Business
Woodstock
Woodstock
Christopher Stitt's Morgan Stanley Smith Barney Experience 2006 - 2007
Job Ecological risk assessor
Industry Environmental Services
Experience
Morgan Stanley Smith Barney 2006 - 2007
Eco-Vest Advisors LLC 2005 - 2006
USEPA 1995 - 2005
Lockheed Martin 1991 - 1995
Professional Environmental Associates 1989 - 1995
Skills
Environmental Awareness, Wetlands, Hazardous Waste..., Risk Assessment, Mitigation
Education
Hobart and William Smith Colleges 1979 — 1984
BA, Biology, American History
Morgan Stanley Smith Barney 2006 - 2007
Eco-Vest Advisors LLC 2005 - 2006
USEPA 1995 - 2005
Lockheed Martin 1991 - 1995
Professional Environmental Associates 1989 - 1995
Skills
Environmental Awareness, Wetlands, Hazardous Waste..., Risk Assessment, Mitigation
Education
Hobart and William Smith Colleges 1979 — 1984
BA, Biology, American History
MARIA LOURDES CHAN's Morgan Stanley Smith Barney Experience June 2005 - April 2012
Job Sr Analyst at COLUMBIA UNIVERSITY
Industry Financial Services
Experience
COLUMBIA UNIVERSITY April 2012 - Present
Morgan Stanley Smith Barney June 2005 - April 2012
Citi Equity Compensation November 2000 - June 2006
Skills
Equities, Databases, SDLC, Fixed Income, Data Analysis, Financial Services, Financial Modeling, Investments, Business Analysis, Series 63
Education
Hofstra University 1988 — 1990
BS, Business Computer Information System
COLUMBIA UNIVERSITY April 2012 - Present
Morgan Stanley Smith Barney June 2005 - April 2012
Citi Equity Compensation November 2000 - June 2006
Skills
Equities, Databases, SDLC, Fixed Income, Data Analysis, Financial Services, Financial Modeling, Investments, Business Analysis, Series 63
Education
Hofstra University 1988 — 1990
BS, Business Computer Information System
David Joel Cohen's Morgan Stanley Smith Barney Experience January 1984 - Present
Job Senior Vice President Wealth Management/Portfolio Manager at Morgan Stanley Smith Barney "The Frontier Group"
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 1984 - Present
US Army November 1968 - November 1969
Education
Hofstra University 1963 — 1967
Bachelor of Science (B.S.), Business/Managerial Economics
Tilden High School Canarsie 1960 — 1963
Morgan Stanley Smith Barney January 1984 - Present
US Army November 1968 - November 1969
Education
Hofstra University 1963 — 1967
Bachelor of Science (B.S.), Business/Managerial Economics
Tilden High School Canarsie 1960 — 1963
Susan Lombardi Spivak's Morgan Stanley Smith Barney Experience 1998 - 2006
Job Client Service Associate at UBS
Industry Financial Services
Experience
UBS November 2014 - Present
UBS 2006 - 2010
Morgan Stanley Smith Barney 1998 - 2006
Merrill Lynch 1995 - 1998
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Banking and Financial Support Services
UBS November 2014 - Present
UBS 2006 - 2010
Morgan Stanley Smith Barney 1998 - 2006
Merrill Lynch 1995 - 1998
Education
Hofstra University 1989 — 1993
Bachelor of Business Administration (BBA), Banking and Financial Support Services
stan santoro's Morgan Stanley Smith Barney Experience 2005 - 2010
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2010 - Present
Morgan Stanley Smith Barney 2005 - 2010
Skills
Series 7, Fixed Income, Equities, Alternative Investments, Wealth Management, Hedge Funds, Asset Allocation, Portfolio Management, Investments, Capital Markets, Mutual Funds, Securities, Asset Managment, Bloomberg, Series 65, Investment Banking, Investment Advisory, Uniform Combined State..., Derivatives
Education
Hofstra University
Bachelor of Business Administration (BBA)
Queen's College
Master of Arts (M.A.), Economics
Morgan Stanley 2010 - Present
Morgan Stanley Smith Barney 2005 - 2010
Skills
Series 7, Fixed Income, Equities, Alternative Investments, Wealth Management, Hedge Funds, Asset Allocation, Portfolio Management, Investments, Capital Markets, Mutual Funds, Securities, Asset Managment, Bloomberg, Series 65, Investment Banking, Investment Advisory, Uniform Combined State..., Derivatives
Education
Hofstra University
Bachelor of Business Administration (BBA)
Queen's College
Master of Arts (M.A.), Economics
douglas dunne's Morgan Stanley Smith Barney Experience November 2003 - Present
Job MSSB at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2003 - Present
UBS, MS and Edward Jones January 1996 - November 2003
Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Portfolio Management, Mutual Funds, Equities, Asset Managment, Asset Allocation, Series 63, Fixed Income, Alternative Investments, Investment Advisory, Securities
Education
Hofstra University
Morgan Stanley Smith Barney November 2003 - Present
UBS, MS and Edward Jones January 1996 - November 2003
Skills
Wealth Management, Investments, Retirement Planning, Strategic Financial..., Portfolio Management, Mutual Funds, Equities, Asset Managment, Asset Allocation, Series 63, Fixed Income, Alternative Investments, Investment Advisory, Securities
Education
Hofstra University
Peter Foote's Morgan Stanley Smith Barney Experience March 2008 - September 2014
Job Vice President Business Development at Hilldrup Companies
Industry Transportation/Trucking/Railroad
Experience
Hilldrup Companies October 2014 - Present
Morgan Stanley Smith Barney March 2008 - September 2014
Skills
Portfolio Management, Series 7, Alternative Investments
Education
Hobart and William Smith Colleges 1986 — 1990
Bachelor of Arts (B.A.), Economics
Hilldrup Companies October 2014 - Present
Morgan Stanley Smith Barney March 2008 - September 2014
Skills
Portfolio Management, Series 7, Alternative Investments
Education
Hobart and William Smith Colleges 1986 — 1990
Bachelor of Arts (B.A.), Economics
Sheila Rogan384's Morgan Stanley Smith Barney Experience October 1991 - February 2012
Job Client Service Specialist
Industry Financial Services
Experience
Essex Financial Services Inc. March 2015 - Present
Agemy Financial Strategies September 2014 - December 2014
UBS Financial Services February 2012 - August 2014
Morgan Stanley Smith Barney October 1991 - February 2012
Education
Hobart and William Smith Colleges 1982 — 1986
Bachelor of Arts (BA)
Essex Financial Services Inc. March 2015 - Present
Agemy Financial Strategies September 2014 - December 2014
UBS Financial Services February 2012 - August 2014
Morgan Stanley Smith Barney October 1991 - February 2012
Education
Hobart and William Smith Colleges 1982 — 1986
Bachelor of Arts (BA)
Brandon Skupski's Morgan Stanley Smith Barney Experience April 2006 - April 2010
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2010 - Present
Morgan Stanley Smith Barney April 2006 - April 2010
Skills
Asset Allocation, Insurance, Variable Annuities, Life Insurance, Fixed Annuities, Retirement Planning, Mutual Funds, Securities, Retirement, Alternative Investments, Investments, Equities, Fixed Income, 401k Rollovers, IRAs, Bonds, ETFs, Trading
Education
Gwynedd-Mercy College
Bachelor's degree, Business Administration
Wells Fargo Advisors, LLC April 2010 - Present
Morgan Stanley Smith Barney April 2006 - April 2010
Skills
Asset Allocation, Insurance, Variable Annuities, Life Insurance, Fixed Annuities, Retirement Planning, Mutual Funds, Securities, Retirement, Alternative Investments, Investments, Equities, Fixed Income, 401k Rollovers, IRAs, Bonds, ETFs, Trading
Education
Gwynedd-Mercy College
Bachelor's degree, Business Administration
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.