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
Brian Vallow Brian Vallow's Morgan Stanley Smith Barney Experience December 2004 - April 2014
Job Senior Vice PresidentInvestments PIM Portfolio Manager at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC April 2014 - Present
Morgan Stanley Smith Barney December 2004 - April 2014
Education
Indiana University Bloomington 1990 — 1994
Bachelor of Science (BS), Finance and Management
Wells Fargo Advisors LLC April 2014 - Present
Morgan Stanley Smith Barney December 2004 - April 2014
Education
Indiana University Bloomington 1990 — 1994
Bachelor of Science (BS), Finance and Management
Daniel R. Trgovich, CFA Daniel R. Trgovich, CFA's Morgan Stanley Smith Barney Experience August 2009 - May 2010
Job Assistant Vice President, Equity Research Analyst
Industry Financial Services
Experience
UMB September 2011 - Present
Valuation Advisory Services August 2010 - September 2011
Morgan Stanley Smith Barney August 2009 - May 2010
Skills
Investments, Equities, Financial Modeling, Fixed Income, Portfolio Management, Economics, Valuation, Venture Capital, Sell Side, Capital Markets, Asset Allocation, Equity Research
Education
University of Tampa - John H. Sykes College of Business 2008 — 2009
Master's, Finance with a Concentration in Investment Management (CFA Track)
Indiana University - Kelley School of Business 2007 — 2008
Bachelor's, Economics
UMB September 2011 - Present
Valuation Advisory Services August 2010 - September 2011
Morgan Stanley Smith Barney August 2009 - May 2010
Skills
Investments, Equities, Financial Modeling, Fixed Income, Portfolio Management, Economics, Valuation, Venture Capital, Sell Side, Capital Markets, Asset Allocation, Equity Research
Education
University of Tampa - John H. Sykes College of Business 2008 — 2009
Master's, Finance with a Concentration in Investment Management (CFA Track)
Indiana University - Kelley School of Business 2007 — 2008
Bachelor's, Economics
Matt Brozovic's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job FSO Assurance EY
Industry Accounting
Experience
EY October 2014 - Present
EY June 2013 - August 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Skills
Microsoft Excel, Financial Accounting, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Public Speaking, Teamwork, Accounting, Research, Leadership, Team Leadership
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor's Degree, Accounting and Finance
EY October 2014 - Present
EY June 2013 - August 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Skills
Microsoft Excel, Financial Accounting, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Public Speaking, Teamwork, Accounting, Research, Leadership, Team Leadership
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor's Degree, Accounting and Finance
Nicole Gall Nicole Gall's Morgan Stanley Smith Barney Experience May 2006 - May 2010
Job
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2010 - Present
Morgan Stanley Smith Barney May 2006 - May 2010
Citigroup September 2004 - May 2006
Citigroup May 2003 - September 2004
Skills
Sales
Education
New York Law School 2013 — 2017
J.D. Candidate
Nassau Community College 2010 — 2012
Paralegal Certificate
University of Massachusetts at Amherst - Isenberg School of Management 1999 — 2002
Bachelors Business Administration, Finance
Morgan Stanley Wealth Management May 2010 - Present
Morgan Stanley Smith Barney May 2006 - May 2010
Citigroup September 2004 - May 2006
Citigroup May 2003 - September 2004
Skills
Sales
Education
New York Law School 2013 — 2017
J.D. Candidate
Nassau Community College 2010 — 2012
Paralegal Certificate
University of Massachusetts at Amherst - Isenberg School of Management 1999 — 2002
Bachelors Business Administration, Finance
R. Terry Moore R. Terry Moore's Morgan Stanley Smith Barney Experience April 1989 - June 2010
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2010 - Present
Morgan Stanley Smith Barney April 1989 - June 2010
Skills
Asset Allocation, Series 7, Retirement Planning, Wealth Management, Uniform Combined State..., Estate Planning, Retirement, Series 63, Mutual Funds, 401k, Investments, Strategic Financial..., Fixed Annuities, Disability Insurance, Portfolio Management, Asset Management, Investment Advisory, Investment Strategies
Education
Jacksonville State University 1975 — 1979
BS, Finance, General
Gardendale High School 1973 — 1975
Merrill Lynch July 2010 - Present
Morgan Stanley Smith Barney April 1989 - June 2010
Skills
Asset Allocation, Series 7, Retirement Planning, Wealth Management, Uniform Combined State..., Estate Planning, Retirement, Series 63, Mutual Funds, 401k, Investments, Strategic Financial..., Fixed Annuities, Disability Insurance, Portfolio Management, Asset Management, Investment Advisory, Investment Strategies
Education
Jacksonville State University 1975 — 1979
BS, Finance, General
Gardendale High School 1973 — 1975
Michael Scebold's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Advertising Production Manager at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group September 2015 - Present
Principal Financial Group June 2014 - September 2015
Principal Financial Group March 2013 - June 2014
Principal Financial Group June 2012 - March 2013
Principal Global Investors May 2011 - January 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Leadership, Development, Project Management, Investor Relations, Social Media, Research, Excel, Analysis, Fixed Income, Relationship Management, Leadership Development, Portfolio Management, Recruiting, Coaching, Sales, Investments, Microsoft Excel
Education
University of Iowa 2013 — 2015
Master of Business Administration (M.B.A.), Marketing, 4.0 GPA
Iowa State University 2008 — 2012
Bachelor's Degree, Finance and Economics, 3.8 GPA
Principal Financial Group September 2015 - Present
Principal Financial Group June 2014 - September 2015
Principal Financial Group March 2013 - June 2014
Principal Financial Group June 2012 - March 2013
Principal Global Investors May 2011 - January 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Leadership, Development, Project Management, Investor Relations, Social Media, Research, Excel, Analysis, Fixed Income, Relationship Management, Leadership Development, Portfolio Management, Recruiting, Coaching, Sales, Investments, Microsoft Excel
Education
University of Iowa 2013 — 2015
Master of Business Administration (M.B.A.), Marketing, 4.0 GPA
Iowa State University 2008 — 2012
Bachelor's Degree, Finance and Economics, 3.8 GPA
Jasmeet Grewal's Morgan Stanley Smith Barney Experience May 2010 - June 2010
Job Financial Analyst at Baxter International Inc.
Industry Banking
Experience
Baxter International Inc. June 2014 - Present
Siemens Healthcare 2013 - 2013
Singh Development LLC June 2008 - August 2011
Momentum Trading Group June 2010 - August 2010
Morgan Stanley Smith Barney May 2010 - June 2010
Skills
PowerPoint, Microsoft Word, Microsoft Office, Financial Statements, Access, Financial Analysis, Spreadsheets
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Science (BS), Finance, International Business
Baxter International Inc. June 2014 - Present
Siemens Healthcare 2013 - 2013
Singh Development LLC June 2008 - August 2011
Momentum Trading Group June 2010 - August 2010
Morgan Stanley Smith Barney May 2010 - June 2010
Skills
PowerPoint, Microsoft Word, Microsoft Office, Financial Statements, Access, Financial Analysis, Spreadsheets
Education
Indiana University Bloomington 2010 — 2014
Bachelor of Science (BS), Finance, International Business
Maggie Armbrister's Morgan Stanley Smith Barney Experience 2002 - 2003
Job Senior Financial Analyst at Ingram Micro
Industry Consumer Goods
Experience
Ingram Micro July 2013 - Present
Stanley Black & Decker , Inc. September 2012 - July 2013
PepsiCo 2007 - 2012
Citi 2003 - 2005
Morgan Stanley Smith Barney 2002 - 2003
Skills
Forecasting, SAP, Financial Analysis, Financial Reporting, Continuous Improvement, Sarbanes-Oxley Act, Cost Accounting, Logistics, Performance Management, Variance Analysis, Manufacturing, Payroll, Accounts Payable, Supervisory Experience, Auditing, General Ledger, Internal Controls, Financial Accounting, P&L, Fixed Assets
Education
Indiana University-Purdue University at Indianapolis 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance, 3.75
Northwest High School
Ingram Micro July 2013 - Present
Stanley Black & Decker , Inc. September 2012 - July 2013
PepsiCo 2007 - 2012
Citi 2003 - 2005
Morgan Stanley Smith Barney 2002 - 2003
Skills
Forecasting, SAP, Financial Analysis, Financial Reporting, Continuous Improvement, Sarbanes-Oxley Act, Cost Accounting, Logistics, Performance Management, Variance Analysis, Manufacturing, Payroll, Accounts Payable, Supervisory Experience, Auditing, General Ledger, Internal Controls, Financial Accounting, P&L, Fixed Assets
Education
Indiana University-Purdue University at Indianapolis 2001 — 2005
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance, 3.75
Northwest High School
Pete Babilla's Morgan Stanley Smith Barney Experience May 2009 - Present
Job Vice PresidentMorgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2009 - Present
Education
Indiana University Bloomington 1979 — 1982
BS, Finance
Morgan Stanley Smith Barney May 2009 - Present
Education
Indiana University Bloomington 1979 — 1982
BS, Finance
Juan Daly's Morgan Stanley Smith Barney Experience January 1996 - January 1999
Job Documax, LLC
Industry Computer Software
Experience
Documax, LLC January 2006 - Present
2005-2006 December 2003 - July 2006
DR Horton 2003 - 2006
Popular Insurance Agency Inc September 2001 - December 2003
Wells Fargo Advisors January 1999 - January 2002
Morgan Stanley Smith Barney January 1996 - January 1999
Skills
New Business Development, Sales, Finance, Account Management, Management, Marketing Strategy, Investments, Strategic Planning, Program Management, Team Building
Education
Jacksonville University 1990 — 1995
Bachelor of Science, Business (Focus Marketing)
Wichita State University 1990 — 1991
Liberal Arts
Our Lady of Pilar High School 1985 — 1990
High School
Documax, LLC January 2006 - Present
2005-2006 December 2003 - July 2006
DR Horton 2003 - 2006
Popular Insurance Agency Inc September 2001 - December 2003
Wells Fargo Advisors January 1999 - January 2002
Morgan Stanley Smith Barney January 1996 - January 1999
Skills
New Business Development, Sales, Finance, Account Management, Management, Marketing Strategy, Investments, Strategic Planning, Program Management, Team Building
Education
Jacksonville University 1990 — 1995
Bachelor of Science, Business (Focus Marketing)
Wichita State University 1990 — 1991
Liberal Arts
Our Lady of Pilar High School 1985 — 1990
High School
Jay Morrison, CFP® Jay Morrison, CFP®'s Morgan Stanley Smith Barney Experience March 2001 - February 2011
Job Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. February 2011 - Present
Morgan Stanley Smith Barney March 2001 - February 2011
RBC Dain Rauscher December 1994 - March 2001
Skills
Retirement Planning, Wealth Management, Mutual Funds
Education
Iowa State University - College of Business 1990 — 1994
B.B.A., Major in Finance; Minor Economics
Sergeant Bluff - Luton
Robert W. Baird & Co. February 2011 - Present
Morgan Stanley Smith Barney March 2001 - February 2011
RBC Dain Rauscher December 1994 - March 2001
Skills
Retirement Planning, Wealth Management, Mutual Funds
Education
Iowa State University - College of Business 1990 — 1994
B.B.A., Major in Finance; Minor Economics
Sergeant Bluff - Luton
Bobby Conley Bobby Conley's Morgan Stanley Smith Barney Experience May 2007 - January 2008
Job Operations Analyst at SCS Financial
Industry Financial Services
Experience
SCS Financial July 2011 - Present
Athena Capital Advisors August 2010 - June 2011
LEGO October 2009 - January 2010
Stax Inc. 2010 - 2010
Sun Life Financial May 2009 - August 2009
Babson Capital Management May 2008 - August 2008
Morgan Stanley Smith Barney May 2007 - January 2008
Skills
Financial Services, Analytics, Equities, Bloomberg, Hedge Funds
Education
Isenberg School of Management, UMass Amherst 2005 — 2009
BBA, Finance
SCS Financial July 2011 - Present
Athena Capital Advisors August 2010 - June 2011
LEGO October 2009 - January 2010
Stax Inc. 2010 - 2010
Sun Life Financial May 2009 - August 2009
Babson Capital Management May 2008 - August 2008
Morgan Stanley Smith Barney May 2007 - January 2008
Skills
Financial Services, Analytics, Equities, Bloomberg, Hedge Funds
Education
Isenberg School of Management, UMass Amherst 2005 — 2009
BBA, Finance
Jitesh Bhattacharjee Jitesh Bhattacharjee's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Project Manager at Morgan Stanley Smith Barney
Industry Information Services
Experience
Tata Consultancy Services May 2006 - Present
Morgan Stanley Smith Barney 2010 - 2011
Allindia Technologies Ltd November 2004 - May 2006
Intrasoft Tecnologies Ltd 2002 - 2004
Skills
Project Management, Unix, ITIL, PMP, Vendor Management, IT Strategy, Service Delivery, Program Management, Project Planning, Information Security..., MS Project, Team Leadership, Change Management, Cross-functional Team..., Requirements Analysis, PMO, Business Analysis, Global Delivery, Apache, Project Delivery, Team Management, Data Center
Education
Indira Gandhi National Open University 2003 — 2006
MCA, Computer Science
Kendriya Vidyalaya
Tata Consultancy Services May 2006 - Present
Morgan Stanley Smith Barney 2010 - 2011
Allindia Technologies Ltd November 2004 - May 2006
Intrasoft Tecnologies Ltd 2002 - 2004
Skills
Project Management, Unix, ITIL, PMP, Vendor Management, IT Strategy, Service Delivery, Program Management, Project Planning, Information Security..., MS Project, Team Leadership, Change Management, Cross-functional Team..., Requirements Analysis, PMO, Business Analysis, Global Delivery, Apache, Project Delivery, Team Management, Data Center
Education
Indira Gandhi National Open University 2003 — 2006
MCA, Computer Science
Kendriya Vidyalaya
Kelley Grangier-Ragains's Morgan Stanley Smith Barney Experience April 2010 - February 2012
Job Outside Sales Representative at O'Neal Steel
Industry Mechanical or Industrial Engineering
Experience
O'Neal Steel January 2015 - Present
Roll Forming Corporation April 2012 - November 2014
Morgan Stanley Smith Barney April 2010 - February 2012
Namasco Corporation November 2007 - February 2010
Scan Steel Service Center August 1996 - October 2007
Skills
Financial Planning, Retirement Planning, Wealth Management, Financial Analysis, Investments, Mutual Funds, Asset Management, Portfolio Management, Insurance, Word, Microsoft Office, PowerPoint, Retirement, Series 66, Series 7, Education Savings, Retirement Savings, IRA's, 401k Rollovers, Roth IRA, Term Life Insurance, Whole Life, Universal Life, Home Equity Lines of..., Residential Mortgages, Strategic Financial..., Analysis, Sales Management, Finance, Marketing, Microsoft Excel, Sales Engineering, New Business Development, Business Planning, CRM, Management, Customer Satisfaction, Sales Presentations, Pricing, Contract Negotiation
Education
Indiana University-Southeast
MBA, Masters of Business Administration
Indiana University-Southeast
Bachelor of Science in Business, Marketing
New Albany
O'Neal Steel January 2015 - Present
Roll Forming Corporation April 2012 - November 2014
Morgan Stanley Smith Barney April 2010 - February 2012
Namasco Corporation November 2007 - February 2010
Scan Steel Service Center August 1996 - October 2007
Skills
Financial Planning, Retirement Planning, Wealth Management, Financial Analysis, Investments, Mutual Funds, Asset Management, Portfolio Management, Insurance, Word, Microsoft Office, PowerPoint, Retirement, Series 66, Series 7, Education Savings, Retirement Savings, IRA's, 401k Rollovers, Roth IRA, Term Life Insurance, Whole Life, Universal Life, Home Equity Lines of..., Residential Mortgages, Strategic Financial..., Analysis, Sales Management, Finance, Marketing, Microsoft Excel, Sales Engineering, New Business Development, Business Planning, CRM, Management, Customer Satisfaction, Sales Presentations, Pricing, Contract Negotiation
Education
Indiana University-Southeast
MBA, Masters of Business Administration
Indiana University-Southeast
Bachelor of Science in Business, Marketing
New Albany
Samantha Stallings's Morgan Stanley Smith Barney Experience August 2010 - December 2010
Job Software Engineer at Shift Payments
Industry Computer Software
Experience
Shift Payments March 2015 - Present
Dev Bootcamp January 2015 - Present
Wells Fargo Capital Finance July 2013 - June 2014
Union Bank May 2012 - August 2012
America's Growth Capital November 2011 - January 2012
Harvey & Company LLC May 2011 - August 2011
Morgan Stanley Smith Barney August 2010 - December 2010
Skills
Financial Modeling
Education
Loyola Marymount University, College of Business Administration 2009 — 2013
Bachelor of Arts (BA), Finance
Imperial College London 2011 — 2011
Dev Bootcamp
Shift Payments March 2015 - Present
Dev Bootcamp January 2015 - Present
Wells Fargo Capital Finance July 2013 - June 2014
Union Bank May 2012 - August 2012
America's Growth Capital November 2011 - January 2012
Harvey & Company LLC May 2011 - August 2011
Morgan Stanley Smith Barney August 2010 - December 2010
Skills
Financial Modeling
Education
Loyola Marymount University, College of Business Administration 2009 — 2013
Bachelor of Arts (BA), Finance
Imperial College London 2011 — 2011
Dev Bootcamp
Jason Schick's Morgan Stanley Smith Barney Experience November 2011 - May 2012
Job Investment Consultant Scottrade
Industry Financial Services
Experience
Scottrade July 2014 - Present
JP Morgan Chase Bank, N.A. June 2012 - June 2014
Morgan Stanley Smith Barney November 2011 - May 2012
Plainfield Equipment, Inc. April 2009 - November 2011
ABC Supply Co., Inc. May 2006 - April 2009
Skills
Financial Planning, Sales Management, Product Marketing, Financial Advisory, Training, Leadership, Investment Strategies, Retirement Planning, Wealth Management, Account Management, Sales, Investment Advisory, Budgets, Investments, Strategic Planning, Insurance, Marketing Strategy, Business Planning, Negotiation, Fixed Annuities, New Business Development, Financial Analysis, Retirement, Strategic Financial..., Sales Operations, Contract Negotiation, Team Building, Marketing, Selling, Forecasting, Inventory Management, Customer Service, Project Planning, Business Development, Cold Calling, Credit, Finance, Life Insurance, Team Leadership, B2B, Term Life Insurance, Small Business, Outside Sales, Relationship Management, Customer Retention, Pricing
Education
Indiana State University 1999 — 2004
Bachelor of Science, Political Science, Marketing
Scottrade July 2014 - Present
JP Morgan Chase Bank, N.A. June 2012 - June 2014
Morgan Stanley Smith Barney November 2011 - May 2012
Plainfield Equipment, Inc. April 2009 - November 2011
ABC Supply Co., Inc. May 2006 - April 2009
Skills
Financial Planning, Sales Management, Product Marketing, Financial Advisory, Training, Leadership, Investment Strategies, Retirement Planning, Wealth Management, Account Management, Sales, Investment Advisory, Budgets, Investments, Strategic Planning, Insurance, Marketing Strategy, Business Planning, Negotiation, Fixed Annuities, New Business Development, Financial Analysis, Retirement, Strategic Financial..., Sales Operations, Contract Negotiation, Team Building, Marketing, Selling, Forecasting, Inventory Management, Customer Service, Project Planning, Business Development, Cold Calling, Credit, Finance, Life Insurance, Team Leadership, B2B, Term Life Insurance, Small Business, Outside Sales, Relationship Management, Customer Retention, Pricing
Education
Indiana State University 1999 — 2004
Bachelor of Science, Political Science, Marketing
Robert Nash's Morgan Stanley Smith Barney Experience October 1989 - March 2009
Job President Nash & Associates
Industry Investment Management
Experience
Nash & Associates March 2009 - Present
Morgan Stanley Smith Barney October 1989 - March 2009
Merrill Lynch May 1987 - October 1989
Skills
Mutual Funds, Asset Allocation, Wealth Management, Equities, Finance, Investment Advisory, Fixed Income, Series 7, Estate Planning, Small Business, ETFs, Trading, Portfolio Management, Alternative Investments, Asset Management, Private Equity, Fixed Annuities, Investments, Derivatives, Series 24, Variable Annuities, Equity Indexed Annuities, Identity Theft..., Fee Based Investment..., Commission Based Trading, Portfolio Analysis..., I.R.A., Roth I.R.A., Rollover I.R.A., Eternal I.R.A., 72-T Distributions, 1035 Exchanges, 403(b) Plans, 401(k) Design &..., Monte Carlo Income..., Monthly Savings Plans, Retirement Planning, Office of Supervisory..., Publicly Traded..., Public Speaking, Customer Service, Strategic Planning, Management, Leadership, Nonprofits, Social Media, Marketing
Education
Indiana University Bloomington 1984 — 1987
Finance, S.P.E.A.
Nash & Associates March 2009 - Present
Morgan Stanley Smith Barney October 1989 - March 2009
Merrill Lynch May 1987 - October 1989
Skills
Mutual Funds, Asset Allocation, Wealth Management, Equities, Finance, Investment Advisory, Fixed Income, Series 7, Estate Planning, Small Business, ETFs, Trading, Portfolio Management, Alternative Investments, Asset Management, Private Equity, Fixed Annuities, Investments, Derivatives, Series 24, Variable Annuities, Equity Indexed Annuities, Identity Theft..., Fee Based Investment..., Commission Based Trading, Portfolio Analysis..., I.R.A., Roth I.R.A., Rollover I.R.A., Eternal I.R.A., 72-T Distributions, 1035 Exchanges, 403(b) Plans, 401(k) Design &..., Monte Carlo Income..., Monthly Savings Plans, Retirement Planning, Office of Supervisory..., Publicly Traded..., Public Speaking, Customer Service, Strategic Planning, Management, Leadership, Nonprofits, Social Media, Marketing
Education
Indiana University Bloomington 1984 — 1987
Finance, S.P.E.A.
Cynthia Burch Harms's Morgan Stanley Smith Barney Experience 2009 - 2012
Job Vice President, Wealth Advisory / In Transition
Industry Financial Services
Experience
Startup 2014 - Present
Morgan Stanley Smith Barney 2009 - 2012
Citigroup 2007 - 2009
Citi Smith Barney 1999 - 2007
Skills
Business Development, Marketing, Strategic Consulting, Start-up Consulting, Program Management, Team Leadership, Thought Leadership, Collaboration, Training & Development, Coaching, Mentoring, Relationship Management, Wealth Management, Asset Management, Risk Management, Financial Planning, Estate Planning, Multi-generational..., Family Dynamics and..., Philanthropy, Trusts, Investments, Series 7, Series 63, Series 65, CFA Candidate
Education
CFA Candidate
Indiana University Bloomington
Bachelor of Arts (B.A.), Biological Sciences
Startup 2014 - Present
Morgan Stanley Smith Barney 2009 - 2012
Citigroup 2007 - 2009
Citi Smith Barney 1999 - 2007
Skills
Business Development, Marketing, Strategic Consulting, Start-up Consulting, Program Management, Team Leadership, Thought Leadership, Collaboration, Training & Development, Coaching, Mentoring, Relationship Management, Wealth Management, Asset Management, Risk Management, Financial Planning, Estate Planning, Multi-generational..., Family Dynamics and..., Philanthropy, Trusts, Investments, Series 7, Series 63, Series 65, CFA Candidate
Education
CFA Candidate
Indiana University Bloomington
Bachelor of Arts (B.A.), Biological Sciences
Alec Joseph Alec Joseph's Morgan Stanley Smith Barney Experience December 2013 - January 2014
Job Sales and marketing specialist
Industry Retail
Experience
Canine Company October 2014 - Present
A&J Sports Instruction and Coaching August 2011 - Present
Morgan Stanley, Smith Barney December 2013 - January 2014
Vector Marketing April 2010 - August 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Social Media Marketing, Coaching, Teamwork, Customer Satisfaction
Education
Ithaca College 2010 — 2014
Bachelor of Science (BS), BS Business Administration, marketing concentration
Ithaca College 2010 — 2014
Bachelor of Science
Canine Company October 2014 - Present
A&J Sports Instruction and Coaching August 2011 - Present
Morgan Stanley, Smith Barney December 2013 - January 2014
Vector Marketing April 2010 - August 2010
Skills
Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, PowerPoint, Public Speaking, Research, Project Management, Leadership, Social Media Marketing, Coaching, Teamwork, Customer Satisfaction
Education
Ithaca College 2010 — 2014
Bachelor of Science (BS), BS Business Administration, marketing concentration
Ithaca College 2010 — 2014
Bachelor of Science
Anthony DeMattee's Morgan Stanley Smith Barney Experience November 2008 - 2010
Job Public Policy PhD Student at Indiana University
Industry Nonprofit Organization Management
Experience
Indiana University August 2014 - Present
168 Consulting and Research January 2011 - August 2014
A Connected Planet June 2012 - December 2013
Coloradans for Alternatives to the Death Penalty April 2013 - June 2013
Kellogg School of Management April 2009 - April 2010
City of Chicago Department of Environment 2010 - 2010
Morgan Stanley Smith Barney November 2008 - 2010
Van Kampen Investments January 2006 - November 2008
Illinois Wesleyan University May 2003 - December 2005
Skills
Team Leadership, Cross-functional Team..., Public Speaking, Management, Problem Solving, Teamwork, Change Management, Community Outreach, CRM, Business Strategy, Fundraising, Organizational..., Entrepreneurship, Business Development, Presenting Ideas, Microsoft Office, Highly Analytical, Creative Problem Solving, Financial Analysis, Team-oriented, Government, Marketing, Client Interfacing, Stata, Filemaker Pro, Change Leadership, Team Oriented, Innovative Problem..., Multitasker, ODK Collect, Qualtrics, XForms, Haitian Creole, French, Analytical Skills
Education
Indiana University Bloomington 2014 — 2017
Doctor of Philosophy (PhD), Public Policy
Northwestern University - Kellogg School of Management 2007 — 2010
MBA, Analytical Consulting, Decision Sciences, Economics, Int'l Business, Mgmt & Strategy, and Marketing
Illinois Wesleyan University 1999 — 2003
BA, Finance and Economics
Indiana University August 2014 - Present
168 Consulting and Research January 2011 - August 2014
A Connected Planet June 2012 - December 2013
Coloradans for Alternatives to the Death Penalty April 2013 - June 2013
Kellogg School of Management April 2009 - April 2010
City of Chicago Department of Environment 2010 - 2010
Morgan Stanley Smith Barney November 2008 - 2010
Van Kampen Investments January 2006 - November 2008
Illinois Wesleyan University May 2003 - December 2005
Skills
Team Leadership, Cross-functional Team..., Public Speaking, Management, Problem Solving, Teamwork, Change Management, Community Outreach, CRM, Business Strategy, Fundraising, Organizational..., Entrepreneurship, Business Development, Presenting Ideas, Microsoft Office, Highly Analytical, Creative Problem Solving, Financial Analysis, Team-oriented, Government, Marketing, Client Interfacing, Stata, Filemaker Pro, Change Leadership, Team Oriented, Innovative Problem..., Multitasker, ODK Collect, Qualtrics, XForms, Haitian Creole, French, Analytical Skills
Education
Indiana University Bloomington 2014 — 2017
Doctor of Philosophy (PhD), Public Policy
Northwestern University - Kellogg School of Management 2007 — 2010
MBA, Analytical Consulting, Decision Sciences, Economics, Int'l Business, Mgmt & Strategy, and Marketing
Illinois Wesleyan University 1999 — 2003
BA, Finance and Economics
Luke Verdin's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job Associate Institutional Real Estate at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank June 2015 - Present
Fifth Third Bank June 2013 - June 2015
Ehrenberg & Egan LLC December 2011 - January 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Bank of America Merrill Lynch May 2011 - August 2011
Edward Don & Company August 2009 - December 2010
Skills
Accounting, Microsoft Excel, Investments, Financial Analysis, PowerPoint, Finance, Auditing, Financial Modeling, CRM
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Science (B.S.), Finance
Lyons Township High School 2005 — 2009
Fifth Third Bank June 2015 - Present
Fifth Third Bank June 2013 - June 2015
Ehrenberg & Egan LLC December 2011 - January 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Bank of America Merrill Lynch May 2011 - August 2011
Edward Don & Company August 2009 - December 2010
Skills
Accounting, Microsoft Excel, Investments, Financial Analysis, PowerPoint, Finance, Auditing, Financial Modeling, CRM
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Science (B.S.), Finance
Lyons Township High School 2005 — 2009
Russell McLean, CFP®, CRPC®, MBA Russell McLean, CFP®, CRPC®, MBA's Morgan Stanley Smith Barney Experience 1998 - 2005
Job Associate Vice President Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2005 - Present
Morgan Stanley Smith Barney 1998 - 2005
Education
University of Phoenix 2001 — 2003
MBA, Business Administration
Iowa State University 1991 — 1996
Bachelor of Science, Finance
West Linn High School 1988 — 1991
Ameriprise Financial Services, Inc. September 2005 - Present
Morgan Stanley Smith Barney 1998 - 2005
Education
University of Phoenix 2001 — 2003
MBA, Business Administration
Iowa State University 1991 — 1996
Bachelor of Science, Finance
West Linn High School 1988 — 1991
Richard DiVenuto Richard DiVenuto's Morgan Stanley Smith Barney Experience June 1994 - February 2013
Job Partner at Concept Capital Markets, LLC
Industry Financial Services
Experience
Concept Capital Markets, LLC April 2013 - Present
Morgan Stanley Smith Barney June 1994 - February 2013
Citigroup 1994 - 2010
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Alternative Investments, Series 63, Mutual Funds, Asset Allocation, Asset Managment, Strategic Financial..., Equities, Investment Advisory, Portfolio Management, Estate Planning, Investment Strategies, Asset Management
Education
Iona College 1986 — 1990
Bachelor of Business Administration (BBA), Accounting and Finance
Concept Capital Markets, LLC April 2013 - Present
Morgan Stanley Smith Barney June 1994 - February 2013
Citigroup 1994 - 2010
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Alternative Investments, Series 63, Mutual Funds, Asset Allocation, Asset Managment, Strategic Financial..., Equities, Investment Advisory, Portfolio Management, Estate Planning, Investment Strategies, Asset Management
Education
Iona College 1986 — 1990
Bachelor of Business Administration (BBA), Accounting and Finance
Ricky Diaz Ricky Diaz's Morgan Stanley Smith Barney Experience 1994 - 2003
Job Principal Broker/Owner at Hollywood Real Estate Investments LLC
Industry Real Estate
Experience
Hollywood Real Estate Investments LLC 2004 - Present
Morgan Stanley Smith Barney 1994 - 2003
Merrill Lynch 1989 - 1994
Lee O'Dell Real Estate 1983 - 1989
Skills
Investments, Alternative Investments, Wealth Management, Investment Advisory, Real Estate, Due Diligence, Financial Analysis, Financial Modeling, Real Estate Transactions, Brokerage, Asset Management, Banking, Equities, Investors, Valuation, Entrepreneurship, Private Equity, Corporate Finance, Finance, Securities, Funding, Portfolio Management, Credit, Venture Capital, Investor Relations, Hedge Funds, Real Estate Economics, Trading, Loans, Sales, Real Estate Development, Investment Properties, Strategic Financial..., Mergers & Acquisitions, Business Planning, Commercial Real Estate
Education
Inter-American University of Puerto Rico-Metropolitan Campus 1980 — 1981
Master of Business Administration (MBA), Marketing
The University of Georgia 1974 — 1978
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Hollywood Real Estate Investments LLC 2004 - Present
Morgan Stanley Smith Barney 1994 - 2003
Merrill Lynch 1989 - 1994
Lee O'Dell Real Estate 1983 - 1989
Skills
Investments, Alternative Investments, Wealth Management, Investment Advisory, Real Estate, Due Diligence, Financial Analysis, Financial Modeling, Real Estate Transactions, Brokerage, Asset Management, Banking, Equities, Investors, Valuation, Entrepreneurship, Private Equity, Corporate Finance, Finance, Securities, Funding, Portfolio Management, Credit, Venture Capital, Investor Relations, Hedge Funds, Real Estate Economics, Trading, Loans, Sales, Real Estate Development, Investment Properties, Strategic Financial..., Mergers & Acquisitions, Business Planning, Commercial Real Estate
Education
Inter-American University of Puerto Rico-Metropolitan Campus 1980 — 1981
Master of Business Administration (MBA), Marketing
The University of Georgia 1974 — 1978
Bachelor of Business Administration (B.B.A.), Marketing and Finance
Paul De Russo Paul De Russo's Morgan Stanley Smith Barney Experience March 2011 - May 2012
Job HRG Worldwide
Industry Leisure, Travel & Tourism
Experience
HRG January 2015 - Present
Allstate September 2013 - December 2014
Aflac June 2012 - August 2013
Morgan Stanley Smith Barney March 2011 - May 2012
Citi December 2006 - June 2010
New York Life Insurance Company 1999 - 2006
Skills
Series 7, Series 63, Equities, Securities, Trading, Investments, Insurance, Retirement, Fixed Income, Portfolio Management, Health Insurance, Fixed Annuities, Life Insurance, Asset Management, Investment Advisory, Wealth Management, Finance, Customer Service, Management
Education
Mercy College 2015 — 2016
Master of Business Administration (M.B.A.), Finance, General
Iona College 1991 — 1997
BBA, Finance
HRG January 2015 - Present
Allstate September 2013 - December 2014
Aflac June 2012 - August 2013
Morgan Stanley Smith Barney March 2011 - May 2012
Citi December 2006 - June 2010
New York Life Insurance Company 1999 - 2006
Skills
Series 7, Series 63, Equities, Securities, Trading, Investments, Insurance, Retirement, Fixed Income, Portfolio Management, Health Insurance, Fixed Annuities, Life Insurance, Asset Management, Investment Advisory, Wealth Management, Finance, Customer Service, Management
Education
Mercy College 2015 — 2016
Master of Business Administration (M.B.A.), Finance, General
Iona College 1991 — 1997
BBA, Finance
Christopher Lucskay Christopher Lucskay's Morgan Stanley Smith Barney Experience October 2009 - June 2010
Job
Industry Management Consulting
Experience
Booz Allen Hamilton July 2012 - Present
Booz Allen Hamilton July 2011 - July 2012
Ohio Air National Guard December 2005 - December 2011
Booz Allen Hamilton June 2010 - July 2011
Morgan Stanley Smith Barney October 2009 - June 2010
United States Navy June 2001 - June 2005
Skills
Financial Analysis, Microsoft Office, Financial Reporting, Data Management, Predictive Analytics, Business Analytics, Financial Audits, Simulations, Statistical Modeling, Financial Services, Business Objects, Analytics, Leadership, Finance, Analysis, Project Management, Financial Modeling, Accounting, Data Analysis, Management Consulting, Program Management
Education
Indiana University - Kelley School of Business 2015 — 2016
Master’s Degree
Indiana University - Kelley School of Business 2011 — 2012
Graduate Certificate
The Ohio State University Fisher College of Business 2005 — 2009
BSBA
Wickliffe High School
Booz Allen Hamilton July 2012 - Present
Booz Allen Hamilton July 2011 - July 2012
Ohio Air National Guard December 2005 - December 2011
Booz Allen Hamilton June 2010 - July 2011
Morgan Stanley Smith Barney October 2009 - June 2010
United States Navy June 2001 - June 2005
Skills
Financial Analysis, Microsoft Office, Financial Reporting, Data Management, Predictive Analytics, Business Analytics, Financial Audits, Simulations, Statistical Modeling, Financial Services, Business Objects, Analytics, Leadership, Finance, Analysis, Project Management, Financial Modeling, Accounting, Data Analysis, Management Consulting, Program Management
Education
Indiana University - Kelley School of Business 2015 — 2016
Master’s Degree
Indiana University - Kelley School of Business 2011 — 2012
Graduate Certificate
The Ohio State University Fisher College of Business 2005 — 2009
BSBA
Wickliffe High School
Michael Rabbitt Michael Rabbitt's Morgan Stanley Smith Barney Experience May 2011 - May 2012
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF June 2014 - Present
R. Seelaus May 2012 - June 2014
Morgan Stanley Smith Barney May 2011 - May 2012
Skills
Fixed Income, Bonds, Financial Markets, Bloomberg, Securities, Series 7, Equities, Investments, High Yield, Electronic Trading, series 66, Uniform Combined State..., Retirement Planning, Series 63, Strategic Financial..., Asset Management, Investment Strategies, Portfolio Management, Retirement, Asset Allocation, Finance, Financial Advisory, Financial Analysis, IRAs, Investment Advisory, Mutual Funds, Options, Trading, Wealth Management, Alternative Investments
Education
Iona College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
St. Peter's Prep 1999 — 2003
TIAA-CREF June 2014 - Present
R. Seelaus May 2012 - June 2014
Morgan Stanley Smith Barney May 2011 - May 2012
Skills
Fixed Income, Bonds, Financial Markets, Bloomberg, Securities, Series 7, Equities, Investments, High Yield, Electronic Trading, series 66, Uniform Combined State..., Retirement Planning, Series 63, Strategic Financial..., Asset Management, Investment Strategies, Portfolio Management, Retirement, Asset Allocation, Finance, Financial Advisory, Financial Analysis, IRAs, Investment Advisory, Mutual Funds, Options, Trading, Wealth Management, Alternative Investments
Education
Iona College 2003 — 2007
Bachelor of Business Administration (B.B.A.), Finance, General
St. Peter's Prep 1999 — 2003
Charles Turesko's Morgan Stanley Smith Barney Experience July 2011 - July 2011
Job Student at Indiana University Bloomington
Industry Public Policy
Experience
The Shelter Group 2014 - 2014
The Shelter Group 2014 - 2014
DeLeon & Stang 2013 - 2014
Morgan Stanley Smith Barney July 2011 - July 2011
Panera Bread October 2005 - December 2009
Skills
Microsoft Excel, Microsoft Office
Education
Indiana University Bloomington 2010 — 2012
Bachelor of Arts (B.A.), Economics
The Shelter Group 2014 - 2014
The Shelter Group 2014 - 2014
DeLeon & Stang 2013 - 2014
Morgan Stanley Smith Barney July 2011 - July 2011
Panera Bread October 2005 - December 2009
Skills
Microsoft Excel, Microsoft Office
Education
Indiana University Bloomington 2010 — 2012
Bachelor of Arts (B.A.), Economics
Jeffrey Guaquil's Morgan Stanley Smith Barney Experience May 2012 - November 2013
Job Technology Analyst for JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase July 2013 - Present
Morgan Stanley Smith Barney May 2012 - November 2013
Morgan Stanley Smith Barney March 2011 - August 2011
Education
Indiana University Bloomington 2009 — 2013
JPMorgan Chase July 2013 - Present
Morgan Stanley Smith Barney May 2012 - November 2013
Morgan Stanley Smith Barney March 2011 - August 2011
Education
Indiana University Bloomington 2009 — 2013
Kyle Hensley's Morgan Stanley Smith Barney Experience May 2005 - August 2005
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James September 2009 - Present
Marich Communications November 2006 - September 2009
Morgan Stanley Smith Barney May 2005 - August 2005
Morgan Stanley Smith Barney May 2004 - August 2004
Skills
Financial Planning, Investment Strategies, Retirement Planning, Retirement Income..., Social Security..., Investment Advisory, 401k Rollovers, Social Security Planning, College Savings Plans, Strategic Financial...
Education
Indiana University Bloomington 2002 — 2006
Business, Finance
Hamilton Heights High School 1998 — 2002
Raymond James September 2009 - Present
Marich Communications November 2006 - September 2009
Morgan Stanley Smith Barney May 2005 - August 2005
Morgan Stanley Smith Barney May 2004 - August 2004
Skills
Financial Planning, Investment Strategies, Retirement Planning, Retirement Income..., Social Security..., Investment Advisory, 401k Rollovers, Social Security Planning, College Savings Plans, Strategic Financial...
Education
Indiana University Bloomington 2002 — 2006
Business, Finance
Hamilton Heights High School 1998 — 2002
Vanessa (Langholz) Goncalves Vanessa (Langholz) Goncalves's Morgan Stanley Smith Barney Experience June 2009 - June 2011
Job Senior Manager, Marketing at Pricewaterhouse Coopers
Industry Accounting
Experience
PricewaterhouseCoopers April 2015 - Present
JP Morgan March 2011 - April 2015
Morgan Stanley Smith Barney June 2009 - June 2011
Smith Barney 2007 - June 2009
Citibank 2004 - 2007
Skills
Financial Services, Segmentation, Analytics, Banking, CRM
Education
James Madison University 2000 — 2004
Bachelor of Business Administration (B.B.A.)
James Madison University - College of Business 2000 — 2004
Bachelor of Business Administration (BBA)
PricewaterhouseCoopers April 2015 - Present
JP Morgan March 2011 - April 2015
Morgan Stanley Smith Barney June 2009 - June 2011
Smith Barney 2007 - June 2009
Citibank 2004 - 2007
Skills
Financial Services, Segmentation, Analytics, Banking, CRM
Education
James Madison University 2000 — 2004
Bachelor of Business Administration (B.B.A.)
James Madison University - College of Business 2000 — 2004
Bachelor of Business Administration (BBA)
Ashley Madsen's Morgan Stanley Smith Barney Experience December 2007 - August 2008
Job Senior Associate at PwC Consulting
Industry Information Technology and Services
Experience
PwC Consulting August 2011 - Present
Echo Global Logistics June 2010 - January 2011
Morgan Stanley Smith Barney December 2007 - August 2008
Skills
Databases, Digital Marketing, Management Consulting, Marketing, Project Management
Education
Indiana University Bloomington 2007 — 2011
School of Informatics and Computing
PwC Consulting August 2011 - Present
Echo Global Logistics June 2010 - January 2011
Morgan Stanley Smith Barney December 2007 - August 2008
Skills
Databases, Digital Marketing, Management Consulting, Marketing, Project Management
Education
Indiana University Bloomington 2007 — 2011
School of Informatics and Computing
Patrick Kennavane Patrick Kennavane's Morgan Stanley Smith Barney Experience September 2010 - August 2011
Job First Vice President, Great Lakes West Region at Carey Financial
Industry Financial Services
Experience
Carey Financial, LLC May 2015 - Present
Carey Financial, LLC April 2012 - Present
Morgan Stanley Smith Barney September 2010 - August 2011
Wells Fargo Financial June 2009 - August 2010
Publishers Clearing House June 2008 - September 2008
Education
Isenberg School of Management, UMass Amherst 2005 — 2009
BBA, Finance
Carey Financial, LLC May 2015 - Present
Carey Financial, LLC April 2012 - Present
Morgan Stanley Smith Barney September 2010 - August 2011
Wells Fargo Financial June 2009 - August 2010
Publishers Clearing House June 2008 - September 2008
Education
Isenberg School of Management, UMass Amherst 2005 — 2009
BBA, Finance
Fred Schrock Fred Schrock's Morgan Stanley Smith Barney Experience January 1997 - January 1998
Job Military Account Coordinator/Customer Mgt at Eaton Aerospace
Industry Aviation & Aerospace
Experience
Eaton Corporation February 2013 - Present
Mississippi Air National Guard March 2002 - Present
Eaton Aerospace July 2006 - July 2012
Department of Homeland Security March 2002 - July 2006
WorldCom April 1994 - March 2002
Morgan Stanley Smith Barney January 1997 - January 1998
United States Air Force Morale and Recreation December 1992 - August 1994
United States Air Force December 1989 - December 1992
Skills
Budgets, Analysis, Cost Benefit, Data Analysis, Program Management, Process Improvement, Strategic Planning, Microsoft Excel, Project Management, Leadership, Healthcare, Contract Negotiation, Team Building, Financial Analysis, Business Analysis, Management, Business Development, Forecasting, Negotiation, Cross-functional Team..., Product Development, Pricing, Supply Chain, Supply Chain Management, Finance, Procurement, Six Sigma, Continuous Improvement, Inventory Management, Contract Management, Strategic Sourcing, Manufacturing, Purchasing, Strategy
Education
Millsaps College 2008 — 2013
MBA
University of Maryland University College 1993 — 1995
BS, Business / Finance
Indiana University of Pennsylvania
Eaton Corporation February 2013 - Present
Mississippi Air National Guard March 2002 - Present
Eaton Aerospace July 2006 - July 2012
Department of Homeland Security March 2002 - July 2006
WorldCom April 1994 - March 2002
Morgan Stanley Smith Barney January 1997 - January 1998
United States Air Force Morale and Recreation December 1992 - August 1994
United States Air Force December 1989 - December 1992
Skills
Budgets, Analysis, Cost Benefit, Data Analysis, Program Management, Process Improvement, Strategic Planning, Microsoft Excel, Project Management, Leadership, Healthcare, Contract Negotiation, Team Building, Financial Analysis, Business Analysis, Management, Business Development, Forecasting, Negotiation, Cross-functional Team..., Product Development, Pricing, Supply Chain, Supply Chain Management, Finance, Procurement, Six Sigma, Continuous Improvement, Inventory Management, Contract Management, Strategic Sourcing, Manufacturing, Purchasing, Strategy
Education
Millsaps College 2008 — 2013
MBA
University of Maryland University College 1993 — 1995
BS, Business / Finance
Indiana University of Pennsylvania
David Schnee David Schnee's Morgan Stanley Smith Barney Experience October 2010 - November 2011
Job Credit Risk Analyst at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Bank May 2012 - Present
Morgan Stanley Smith Barney October 2010 - November 2011
National Air and Space Administration January 2008 - May 2008
Indiana University August 2006 - December 2007
Skills
Quantitative Analytics, Quantitative Finance, Fixed Income, Options, Trading, Statistics, Portfolio Management, Economics, Stochastic Calculus, Risk Management, Asset Allocation, Investment Strategies, Trading Strategies, Numerical Analysis, Financial Modeling, Bloomberg, Derivatives, SAS programming, SQL
Education
University of Chicago 2010 — 2011
Masters of Science, Financial Mathematics
Indiana University Bloomington 2004 — 2007
B.A., Mathematics, History, Classical Studies
Fifth Third Bank May 2012 - Present
Morgan Stanley Smith Barney October 2010 - November 2011
National Air and Space Administration January 2008 - May 2008
Indiana University August 2006 - December 2007
Skills
Quantitative Analytics, Quantitative Finance, Fixed Income, Options, Trading, Statistics, Portfolio Management, Economics, Stochastic Calculus, Risk Management, Asset Allocation, Investment Strategies, Trading Strategies, Numerical Analysis, Financial Modeling, Bloomberg, Derivatives, SAS programming, SQL
Education
University of Chicago 2010 — 2011
Masters of Science, Financial Mathematics
Indiana University Bloomington 2004 — 2007
B.A., Mathematics, History, Classical Studies
Dana Staton's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Supervisor at Starcom MediaVest Group
Industry Real Estate
Experience
Starcom MediaVest Group March 2015 - Present
Starcom MediaVest Group March 2012 - Present
Jennifer Ames Chicago November 2011 - March 2012
Walker Sands Communications August 2011 - October 2011
Shank Public Relations Counselors, Inc. December 2010 - May 2011
Sinai Health System May 2010 - August 2010
Alpha Omicron Pi, Beta Phi Chapter 2009 - 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Public Relations, Social Media Marketing, Media Planning, Digital Marketing, Media Relations, Advertising, Press Releases, Marketing Communications, Integrated Marketing, Digital Media, Strategic Communications, Digital Strategy
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Arts
Centerville High Scool 2003 — 2007
Starcom MediaVest Group March 2015 - Present
Starcom MediaVest Group March 2012 - Present
Jennifer Ames Chicago November 2011 - March 2012
Walker Sands Communications August 2011 - October 2011
Shank Public Relations Counselors, Inc. December 2010 - May 2011
Sinai Health System May 2010 - August 2010
Alpha Omicron Pi, Beta Phi Chapter 2009 - 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Public Relations, Social Media Marketing, Media Planning, Digital Marketing, Media Relations, Advertising, Press Releases, Marketing Communications, Integrated Marketing, Digital Media, Strategic Communications, Digital Strategy
Education
Indiana University Bloomington 2007 — 2011
Bachelor of Arts
Centerville High Scool 2003 — 2007
Laura Poling's Morgan Stanley Smith Barney Experience 2009 - 2011
Job Director, Business Manager, Relationship & Regional Marketing at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management June 2012 - Present
Morgan Stanley Smith Barney 2009 - 2011
Citi Smith Barney 2007 - 2009
Citi Smith Barney 1998 - 2007
Skills
•Strategic Planning..., •Vendor Contracting..., •Project Management..., Staff Development, Employee Training, Operating Budgets, Business Development, Contract Negotiation, Financial Analysis, Leadership, Management, Operations Management, Strategy, Team Building, Training, Program Management, Project Management, Strategic Planning
Education
Indiana University - Kelley School of Business
B.S., Business, Marketing
UBS Wealth Management June 2012 - Present
Morgan Stanley Smith Barney 2009 - 2011
Citi Smith Barney 2007 - 2009
Citi Smith Barney 1998 - 2007
Skills
•Strategic Planning..., •Vendor Contracting..., •Project Management..., Staff Development, Employee Training, Operating Budgets, Business Development, Contract Negotiation, Financial Analysis, Leadership, Management, Operations Management, Strategy, Team Building, Training, Program Management, Project Management, Strategic Planning
Education
Indiana University - Kelley School of Business
B.S., Business, Marketing
Jamie M Thomassen, CPA's Morgan Stanley Smith Barney Experience May 2007 - August 2007
Job Assistant Director of Finance at Great Wolf Lodge
Industry Financial Services
Experience
Great Wolf Lodge February 2013 - Present
Morgan Stanley Wealth Management December 2011 - February 2013
Clifton Gunderson LLP August 2009 - June 2011
Clifton Gunderson LLP January 2008 - August 2008
Morgan Stanley Smith Barney May 2007 - August 2007
Nance's Florist 2000 - 2007
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Sales, Market Research, New Business Development, Small Business, Microsoft Office, Public Speaking, Sales Presentations, Accounting, Strategic Financial..., Retirement, Budgets, Finance, Financial Planning, Financial Accounting, Leadership, Customer Service, Strategic Planning
Education
Indiana University - Kelley School of Business 2004 — 2009
Bachelor of Science in Business, Finance & Accounting
Great Wolf Lodge February 2013 - Present
Morgan Stanley Wealth Management December 2011 - February 2013
Clifton Gunderson LLP August 2009 - June 2011
Clifton Gunderson LLP January 2008 - August 2008
Morgan Stanley Smith Barney May 2007 - August 2007
Nance's Florist 2000 - 2007
Skills
Financial Analysis, Microsoft Excel, Financial Reporting, Sales, Market Research, New Business Development, Small Business, Microsoft Office, Public Speaking, Sales Presentations, Accounting, Strategic Financial..., Retirement, Budgets, Finance, Financial Planning, Financial Accounting, Leadership, Customer Service, Strategic Planning
Education
Indiana University - Kelley School of Business 2004 — 2009
Bachelor of Science in Business, Finance & Accounting
Lizabeth Bustamante's Morgan Stanley Smith Barney Experience February 2009 - November 2010
Job Director of Marketing, Verifone Taxi Systems
Industry Financial Services
Experience
Verifone January 2015 - Present
Village Square Marketing June 2013 - Present
Citi - Global Transaction Services January 2013 - June 2013
Citi - Global Transaction Services November 2010 - January 2013
Citi - Global Transaction Services November 2010 - January 2013
Morgan Stanley Smith Barney February 2009 - November 2010
Citi Global Wealth Management September 2007 - January 2009
Citi Global Wealth Management (GWM) June 2005 - September 2007
Goldman Sachs, Bear Stearns and Citi Private Bank June 1998 - June 2005
Richard Kaplan, CPA August 1990 - May 1998
Skills
Event Management, Client Experience, Investments, Marketing Strategy, Budget Management, Customer Relations, Marketing Communications, Budgeting, Series 7, Wealth Management, Strategic Planning, Channel Marketing, Integrated Marketing, Marketing Management, Financial Planning, Strategic Financial..., Vendor Management, Leadership, Management, Budgets, New Business Development, Business Development, Marketing, Strategy, Customer Service, Customer Experience, Multi-channel Marketing, CRM, Analysis, Salesforce.com, Project Management, Finance, Sales, Public Relations, Financial Services, Banking, Risk Management, Relationship Management, Social Media Marketing, Program Management, Social Media, Advertising, Product Marketing
Education
New York University 1991 — 1993
MFAS, Performing Arts Administration
Iona College 1990 — 1993
BBA, Accounting
Verifone January 2015 - Present
Village Square Marketing June 2013 - Present
Citi - Global Transaction Services January 2013 - June 2013
Citi - Global Transaction Services November 2010 - January 2013
Citi - Global Transaction Services November 2010 - January 2013
Morgan Stanley Smith Barney February 2009 - November 2010
Citi Global Wealth Management September 2007 - January 2009
Citi Global Wealth Management (GWM) June 2005 - September 2007
Goldman Sachs, Bear Stearns and Citi Private Bank June 1998 - June 2005
Richard Kaplan, CPA August 1990 - May 1998
Skills
Event Management, Client Experience, Investments, Marketing Strategy, Budget Management, Customer Relations, Marketing Communications, Budgeting, Series 7, Wealth Management, Strategic Planning, Channel Marketing, Integrated Marketing, Marketing Management, Financial Planning, Strategic Financial..., Vendor Management, Leadership, Management, Budgets, New Business Development, Business Development, Marketing, Strategy, Customer Service, Customer Experience, Multi-channel Marketing, CRM, Analysis, Salesforce.com, Project Management, Finance, Sales, Public Relations, Financial Services, Banking, Risk Management, Relationship Management, Social Media Marketing, Program Management, Social Media, Advertising, Product Marketing
Education
New York University 1991 — 1993
MFAS, Performing Arts Administration
Iona College 1990 — 1993
BBA, Accounting
Tanya Sattar's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Philanthropic Solutions at U.S. Trust, Bank of America
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2014 - Present
BNY Mellon September 2013 - February 2014
State Street August 2011 - September 2013
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Impact Investing, Venture Philanthropy, Social Entrepreneurship, Nonprofits, Wealth Management, Asset Management, Investments, Mutual Funds, Private Equity, Institutional..., Endowments, Bloomberg, Investment Strategies, Fixed Income, Performance Benchmarking, Economic Research, Money Market Funds, Corporate Finance, Cash Flows, Wire Transfers, Expense Allocation, Factset, Manage Client..., Client Relations, Sustainability, Financial Services
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2011
Bachelor of Business Administration (BBA), Finance
University of Oxford
Wadham College, Independent Study
Bridgewater-Raynham Regional High School 2002 — 2006
Bank of America Merrill Lynch April 2014 - Present
BNY Mellon September 2013 - February 2014
State Street August 2011 - September 2013
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Impact Investing, Venture Philanthropy, Social Entrepreneurship, Nonprofits, Wealth Management, Asset Management, Investments, Mutual Funds, Private Equity, Institutional..., Endowments, Bloomberg, Investment Strategies, Fixed Income, Performance Benchmarking, Economic Research, Money Market Funds, Corporate Finance, Cash Flows, Wire Transfers, Expense Allocation, Factset, Manage Client..., Client Relations, Sustainability, Financial Services
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2011
Bachelor of Business Administration (BBA), Finance
University of Oxford
Wadham College, Independent Study
Bridgewater-Raynham Regional High School 2002 — 2006
Matthew Lerner's Morgan Stanley Smith Barney Experience July 2010 - April 2011
Job Sr. Consultant Operations Research Analyst at Booz Allen Hamilton
Industry Defense & Space
Experience
Booz Allen Hamilton January 2015 - Present
Booz Allen Hamilton July 2012 - December 2014
Baltimore-Washington Financial Advisors April 2011 - July 2012
Morgan Stanley Smith Barney July 2010 - April 2011
Defense Security Service June 2009 - August 2009
Skills
Modeling & Simulation, Monte Carlo Simulation, Applied Statistical..., Supply Chain..., Microsoft Excel -..., R, Optimization, VBA, JMP, SPSS, Economics, Cost Model Development, Microsoft Project
Education
Indiana University - Kelley School of Business 2014 — 2016
Graduate Certificate, Business Analytics
University of Delaware
Bachelor's Degree, Economics
Booz Allen Hamilton January 2015 - Present
Booz Allen Hamilton July 2012 - December 2014
Baltimore-Washington Financial Advisors April 2011 - July 2012
Morgan Stanley Smith Barney July 2010 - April 2011
Defense Security Service June 2009 - August 2009
Skills
Modeling & Simulation, Monte Carlo Simulation, Applied Statistical..., Supply Chain..., Microsoft Excel -..., R, Optimization, VBA, JMP, SPSS, Economics, Cost Model Development, Microsoft Project
Education
Indiana University - Kelley School of Business 2014 — 2016
Graduate Certificate, Business Analytics
University of Delaware
Bachelor's Degree, Economics
Jorge A. Carreras Jorge A. Carreras's Morgan Stanley Smith Barney Experience January 2007 - May 2011
Job Managing Partner at IPG Securities Asset Management SA
Industry Financial Services
Experience
IPG Securities Asset Management SA February 2015 - Present
Barclays Wealth and Investment Management May 2011 - January 2015
Morgan Stanley Smith Barney January 2007 - May 2011
Merill Lynch & Co. December 1991 - January 2007
Citibank N.A., New York May 1989 - December 1991
LLoyds Bank PLC, New York March 1989 - May 1990
Republic National Bank of New York, New York July 1984 - March 1989
Skills
Alternative Investments, Asset Allocation, Asset Management, Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Portfolio Management, Private Banking, Series 7, Wealth Management, Banking, Finance
Education
IMD Business School 2015 — 2015
Foundation for Business Leadership
Isengberg School of Management at University of Massachusetts, Amherst 1980 — 1984
BBA, Finance
Colegio San Ignacio de Loyola, San Juan, Puerto Rico 1974 — 1980
High School
Colegio Sagrado Corazon de Jesus, Rio Piedras, Puerto Rico 1967 — 1974
IPG Securities Asset Management SA February 2015 - Present
Barclays Wealth and Investment Management May 2011 - January 2015
Morgan Stanley Smith Barney January 2007 - May 2011
Merill Lynch & Co. December 1991 - January 2007
Citibank N.A., New York May 1989 - December 1991
LLoyds Bank PLC, New York March 1989 - May 1990
Republic National Bank of New York, New York July 1984 - March 1989
Skills
Alternative Investments, Asset Allocation, Asset Management, Capital Markets, Equities, Fixed Income, Hedge Funds, Investments, Portfolio Management, Private Banking, Series 7, Wealth Management, Banking, Finance
Education
IMD Business School 2015 — 2015
Foundation for Business Leadership
Isengberg School of Management at University of Massachusetts, Amherst 1980 — 1984
BBA, Finance
Colegio San Ignacio de Loyola, San Juan, Puerto Rico 1974 — 1980
High School
Colegio Sagrado Corazon de Jesus, Rio Piedras, Puerto Rico 1967 — 1974
Chelsea Tharp's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Marketing Coordinator | Experienced in Content Marketing, Social Media, Web Analytics, & Press Outreach
Industry Marketing and Advertising
Experience
Publishing Technology August 2014 - Present
Transmyt Marketing January 2013 - January 2014
Apptopia July 2012 - November 2012
Moonit January 2012 - April 2012
Brainshark, Inc May 2007 - January 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Boylston Technology Group January 2009 - January 2009
Skills
Social Media Marketing, Facebook, Social Media, Digital Marketing, Web Analytics, Blogging, Salesforce.com, Marketing, Mobile Applications, B2B Marketing, Twitter, Google Analytics, Content Marketing, Press Outreach, Event Management, Economics, Microsoft Excel, WordPress, App Acquisitions, App Valuations, Manage Client..., Project Management, Email Marketing, CRM
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
BBA, Finance & Managerial Resource Economics
Algonquin Regional High School 2004 — 2008
Publishing Technology August 2014 - Present
Transmyt Marketing January 2013 - January 2014
Apptopia July 2012 - November 2012
Moonit January 2012 - April 2012
Brainshark, Inc May 2007 - January 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Boylston Technology Group January 2009 - January 2009
Skills
Social Media Marketing, Facebook, Social Media, Digital Marketing, Web Analytics, Blogging, Salesforce.com, Marketing, Mobile Applications, B2B Marketing, Twitter, Google Analytics, Content Marketing, Press Outreach, Event Management, Economics, Microsoft Excel, WordPress, App Acquisitions, App Valuations, Manage Client..., Project Management, Email Marketing, CRM
Education
University of Massachusetts at Amherst - Isenberg School of Management 2008 — 2012
BBA, Finance & Managerial Resource Economics
Algonquin Regional High School 2004 — 2008
Satish Jain Satish Jain's Morgan Stanley Smith Barney Experience September 2010 - Present
Job VP at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2010 - Present
Citi July 1999 - August 2010
Tata Consultancy Services May 1994 - December 1998
Skills
Derivatives, Trading Systems, Middle Office, Fixed Income, Portfolio Management, Capital Markets, Series 7, Equities, Equity Trading, Financial Services, Equity Derivatives, Mutual Funds, Investment Banking, Asset Management, Wealth Management, Securities, Options, Electronic Trading, Bloomberg, Market Data, Trading, Back Office
Education
Stevens Institute of Technology 2002 — 2004
Master of Science (MS), Management Information Systems, General
IIT Delhi 1992 — 1994
M.Tech., Mechanical Engineering
Morgan Stanley Smith Barney September 2010 - Present
Citi July 1999 - August 2010
Tata Consultancy Services May 1994 - December 1998
Skills
Derivatives, Trading Systems, Middle Office, Fixed Income, Portfolio Management, Capital Markets, Series 7, Equities, Equity Trading, Financial Services, Equity Derivatives, Mutual Funds, Investment Banking, Asset Management, Wealth Management, Securities, Options, Electronic Trading, Bloomberg, Market Data, Trading, Back Office
Education
Stevens Institute of Technology 2002 — 2004
Master of Science (MS), Management Information Systems, General
IIT Delhi 1992 — 1994
M.Tech., Mechanical Engineering
Brett Wagner's Morgan Stanley Smith Barney Experience June 2007 - August 2007
Job Senior Direct Sales Executive at Skyhook
Industry Wireless
Experience
Skyhook (acquired by TruePosition, a subsidiary of Liberty Media) August 2014 - Present
Skyhook (acquired by TruePosition, a subsidiary of Liberty Media) June 2013 - August 2014
Matchbox July 2012 - February 2013
Jones Lang LaSalle June 2011 - May 2012
Vesper Realty Advisors June 2009 - April 2011
Brown Brothers Harriman & Co. June 2008 - August 2008
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Business Development, Start-ups, Leadership, Market Research, New Business Development, Relationship Management, Marketing, Negotiation, Sales, Entrepreneurship, Salesforce.com, Strategic Partnerships, Strategy, SaaS, Enterprise Software, Solution Selling, Lead Generation, Strategic Selling, Sales Process, Enterprise Technology..., Location Based Services, Location Intelligence, Direct Sales, International Sales, Wearables, Mobile Devices
Education
University of Massachusetts at Amherst - Isenberg School of Management
B.B.A
Boston College High School
Skyhook (acquired by TruePosition, a subsidiary of Liberty Media) August 2014 - Present
Skyhook (acquired by TruePosition, a subsidiary of Liberty Media) June 2013 - August 2014
Matchbox July 2012 - February 2013
Jones Lang LaSalle June 2011 - May 2012
Vesper Realty Advisors June 2009 - April 2011
Brown Brothers Harriman & Co. June 2008 - August 2008
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Business Development, Start-ups, Leadership, Market Research, New Business Development, Relationship Management, Marketing, Negotiation, Sales, Entrepreneurship, Salesforce.com, Strategic Partnerships, Strategy, SaaS, Enterprise Software, Solution Selling, Lead Generation, Strategic Selling, Sales Process, Enterprise Technology..., Location Based Services, Location Intelligence, Direct Sales, International Sales, Wearables, Mobile Devices
Education
University of Massachusetts at Amherst - Isenberg School of Management
B.B.A
Boston College High School
Chakra Mandava's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Senior Manager Operations Excellence at Nabors Industries
Industry Oil & Energy
Experience
Nabors Industries August 2014 - Present
McKinsey & Company August 2011 - July 2014
Tuck School of Business August 2009 - June 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Schlumberger Logelco Inc. November 2006 - July 2009
BG Group December 2004 - November 2006
BG 2004 - 2004
Skills
Upstream, Petroleum, Petroleum Engineering, Oil/Gas, Oilfield, Gas, Offshore Drilling, Drilling, Energy, Natural Gas, Energy Industry, Oil & Gas Industry, Reservoir Engineering, Mergers & Acquisitions, Valuation, Directional Drilling, Financial Modeling, Strategy, Cross-functional Team..., Oil & Gas
Education
The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Indian School of Mines 2000 — 2004
B-Tech (Honors)
Nabors Industries August 2014 - Present
McKinsey & Company August 2011 - July 2014
Tuck School of Business August 2009 - June 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Schlumberger Logelco Inc. November 2006 - July 2009
BG Group December 2004 - November 2006
BG 2004 - 2004
Skills
Upstream, Petroleum, Petroleum Engineering, Oil/Gas, Oilfield, Gas, Offshore Drilling, Drilling, Energy, Natural Gas, Energy Industry, Oil & Gas Industry, Reservoir Engineering, Mergers & Acquisitions, Valuation, Directional Drilling, Financial Modeling, Strategy, Cross-functional Team..., Oil & Gas
Education
The Tuck School of Business at Dartmouth 2009 — 2011
MBA
Indian School of Mines 2000 — 2004
B-Tech (Honors)
Joseph Czarny Joseph Czarny's Morgan Stanley Smith Barney Experience June 2010 - June 2011
Job Manager Supply Chain at Optimas OE Solutions
Industry Logistics and Supply Chain
Experience
Optimas OE Solutions February 2015 - Present
Anixter April 2011 - June 2015
Morgan Stanley Smith Barney June 2010 - June 2011
Skills
Marketing, Marketing Strategy, Market Research, Marketing Communications, Financial Services, Social Media Marketing, Email Marketing, Series 7, Direct Marketing, Social Media, Digital Marketing, Portfolio Management, Series 63, Competitive Analysis, Investments, Mutual Funds, Salesforce.com, Wealth Management, Microsoft Excel, Event Planning, Strategic Planning
Education
Iowa State University 2006 — 2010
Bachelor's degree, Finance, General
Optimas OE Solutions February 2015 - Present
Anixter April 2011 - June 2015
Morgan Stanley Smith Barney June 2010 - June 2011
Skills
Marketing, Marketing Strategy, Market Research, Marketing Communications, Financial Services, Social Media Marketing, Email Marketing, Series 7, Direct Marketing, Social Media, Digital Marketing, Portfolio Management, Series 63, Competitive Analysis, Investments, Mutual Funds, Salesforce.com, Wealth Management, Microsoft Excel, Event Planning, Strategic Planning
Education
Iowa State University 2006 — 2010
Bachelor's degree, Finance, General
Fred Hormerte Fred Hormerte's Morgan Stanley Smith Barney Experience March 2007 - August 2011
Job Clerical Associate DEPT OF SANITATION at City of New York
Industry Financial Services
Experience
City of New York November 2014 - Present
Morgan Stanley-Smith Barney March 2007 - August 2011
Morgan Stanley-Dean Witter February 1997 - March 2007
Skills
Microsoft Excel, Microsoft Word, Outlook, Communicator, Internet Explorer, Contract & Ex-clearing..., Trade adjustments, Unit Trust Operations, Interpersonal..., Leadership, Research, Teamwork, Data Entry, Customer Service, Telephone Skills
Education
Iona College 1992 — 1996
B.A., English
City of New York November 2014 - Present
Morgan Stanley-Smith Barney March 2007 - August 2011
Morgan Stanley-Dean Witter February 1997 - March 2007
Skills
Microsoft Excel, Microsoft Word, Outlook, Communicator, Internet Explorer, Contract & Ex-clearing..., Trade adjustments, Unit Trust Operations, Interpersonal..., Leadership, Research, Teamwork, Data Entry, Customer Service, Telephone Skills
Education
Iona College 1992 — 1996
B.A., English
Bruce Greenwald's Morgan Stanley Smith Barney Experience November 2008 - Present
Job First Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2008 - Present
Merrill Lynch November 2004 - November 2008
Smith Barney February 1999 - November 2004
Republic National Bank August 1996 - February 1999
BP March 1992 - June 1994
BP December 1987 - March 1992
Education
Case Western Reserve University - Weatherhead School of Management 1980 — 1983
MBA, Finance
Ithaca College 1976 — 1980
BS, Economics
Morgan Stanley Smith Barney November 2008 - Present
Merrill Lynch November 2004 - November 2008
Smith Barney February 1999 - November 2004
Republic National Bank August 1996 - February 1999
BP March 1992 - June 1994
BP December 1987 - March 1992
Education
Case Western Reserve University - Weatherhead School of Management 1980 — 1983
MBA, Finance
Ithaca College 1976 — 1980
BS, Economics
Janet Bartoli's Morgan Stanley Smith Barney Experience January 1998 - April 1999
Job Executive at Accenture Interactive
Industry Internet
Experience
Accenture May 2012 - Present
LexisNexis July 2010 - March 2012
LexisNexis May 2008 - July 2010
Zeta Interactive (Formerly Known As DigitalGrit) July 2006 - April 2008
Net1-Solutions October 2002 - July 2006
AXA Advisors May 1999 - September 2002
Morgan Stanley Smith Barney January 1998 - April 1999
Skills
SEO, SEM, Digital Marketing, Web Analytics, Google Analytics, E-commerce, Online Advertising, SMO, PPC, Web Marketing, Landing Page..., Strategy, Omniture, Online Marketing, Conversion Optimization, Social Media, Analytics, Google Adwords, Lead Generation, Social Media Marketing, Mobile Marketing, Information Architecture, Web Project Management, Marketing Strategy, Digital Strategy, Integrated Marketing, Marketing, Strategic Partnerships, Mobile Applications, User Experience, Web 2.0, Interactive Marketing, B2B Marketing, Content Management, Web Content Management, Organic Search, Search Advertising, Digital Media, Content Strategy, Problem Solving, Entrepreneurship, SaaS, Product Development, New Business Development, Start-ups
Education
Indiana University Bloomington
Bachelor of Science (BS), Business Administration and Management, General
Accenture May 2012 - Present
LexisNexis July 2010 - March 2012
LexisNexis May 2008 - July 2010
Zeta Interactive (Formerly Known As DigitalGrit) July 2006 - April 2008
Net1-Solutions October 2002 - July 2006
AXA Advisors May 1999 - September 2002
Morgan Stanley Smith Barney January 1998 - April 1999
Skills
SEO, SEM, Digital Marketing, Web Analytics, Google Analytics, E-commerce, Online Advertising, SMO, PPC, Web Marketing, Landing Page..., Strategy, Omniture, Online Marketing, Conversion Optimization, Social Media, Analytics, Google Adwords, Lead Generation, Social Media Marketing, Mobile Marketing, Information Architecture, Web Project Management, Marketing Strategy, Digital Strategy, Integrated Marketing, Marketing, Strategic Partnerships, Mobile Applications, User Experience, Web 2.0, Interactive Marketing, B2B Marketing, Content Management, Web Content Management, Organic Search, Search Advertising, Digital Media, Content Strategy, Problem Solving, Entrepreneurship, SaaS, Product Development, New Business Development, Start-ups
Education
Indiana University Bloomington
Bachelor of Science (BS), Business Administration and Management, General
Matthew Broch Matthew Broch's Morgan Stanley Smith Barney Experience August 2007 - September 2011
Job Financial Advisor/Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors September 2011 - Present
Morgan Stanley Smith Barney August 2007 - September 2011
A.G. Edwards March 2002 - August 2007
Archer Daniels Midland December 1998 - May 2001
Skills
Investments, Variable Annuities, 529 Plans, Retirement Planning, Life Insurance, Managed Futures, Mutual Funds, Financial Services, Alternative Investments, 401k Rollovers, Business Owner Planning, Estate Investment..., Insurance, Investment Planning, Investment Strategies, Multigenerational..., Risk Management, Wealth Preservation...
Education
University of Illinois at Urbana-Champaign 1996 — 1998
BS, Agricultural Systems Management
Iowa State University 1994 — 1996
Agricultural Studies
Greenview High School 1990 — 1994
Wells Fargo Advisors September 2011 - Present
Morgan Stanley Smith Barney August 2007 - September 2011
A.G. Edwards March 2002 - August 2007
Archer Daniels Midland December 1998 - May 2001
Skills
Investments, Variable Annuities, 529 Plans, Retirement Planning, Life Insurance, Managed Futures, Mutual Funds, Financial Services, Alternative Investments, 401k Rollovers, Business Owner Planning, Estate Investment..., Insurance, Investment Planning, Investment Strategies, Multigenerational..., Risk Management, Wealth Preservation...
Education
University of Illinois at Urbana-Champaign 1996 — 1998
BS, Agricultural Systems Management
Iowa State University 1994 — 1996
Agricultural Studies
Greenview High School 1990 — 1994
Gregg Whitehead Gregg Whitehead's Morgan Stanley Smith Barney Experience April 2012 - April 2013
Job Vice President Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab April 2014 - Present
Charles Schwab April 2013 - April 2014
Morgan Stanley Smith Barney April 2012 - April 2013
CBIZ May 2011 - April 2012
Brown & Brown Insurance November 2008 - April 2011
Sack's Ironia Service Center March 2003 - June 2008
UBS Financial Services May 2007 - August 2007
The Firm March 2007 - May 2007
Fanscape January 2007 - March 2007
New Jersey 101.5 May 2006 - August 2006
Education
Ithaca College 2004 — 2008
B.S., Integrated Marketing Communications
Mendham High School 2000 — 2004
Highschool Diploma
Black River Middle School 1997 — 2000
STC Series 7
Charles Schwab April 2014 - Present
Charles Schwab April 2013 - April 2014
Morgan Stanley Smith Barney April 2012 - April 2013
CBIZ May 2011 - April 2012
Brown & Brown Insurance November 2008 - April 2011
Sack's Ironia Service Center March 2003 - June 2008
UBS Financial Services May 2007 - August 2007
The Firm March 2007 - May 2007
Fanscape January 2007 - March 2007
New Jersey 101.5 May 2006 - August 2006
Education
Ithaca College 2004 — 2008
B.S., Integrated Marketing Communications
Mendham High School 2000 — 2004
Highschool Diploma
Black River Middle School 1997 — 2000
STC Series 7
Cristian Georgescu Cristian Georgescu's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Sr. Tech. Specialist at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citi February 2000 - June 2009
Lehman Brothers April 1998 - February 2000
Smiths Industries March 1996 - April 1998
Schlumberger Industries August 1991 - February 1996
Skills
Software Development, Databases, UML, C++, Distributed Systems
Education
Institut polytechnique de Grenoble 1991 — 1994
DEA, Automatic Control
1985 — 1989
Automatica & Calculatoare
Liceul Ion Creanga 1980 — 1984
High school diploma
Morgan Stanley Smith Barney June 2009 - Present
Citi February 2000 - June 2009
Lehman Brothers April 1998 - February 2000
Smiths Industries March 1996 - April 1998
Schlumberger Industries August 1991 - February 1996
Skills
Software Development, Databases, UML, C++, Distributed Systems
Education
Institut polytechnique de Grenoble 1991 — 1994
DEA, Automatic Control
1985 — 1989
Automatica & Calculatoare
Liceul Ion Creanga 1980 — 1984
High school diploma
David Pearlman's Morgan Stanley Smith Barney Experience January 2010 - November 2011
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2015 - Present
Merrill Lynch November 2011 - January 2015
Morgan Stanley Smith Barney January 2010 - November 2011
Florida Capital Bank October 2005 - July 2009
Mercantile Bank February 2003 - October 2005
Wachovia Bank May 2000 - February 2003
CIBC National Bank August 1999 - May 2000
IronStone Bank April 1997 - August 1999
Barnett Bank KNA Bank of America October 1993 - April 1997
Skills
Financial Analysis, Finance, Investments, Credit, Insurance, Budgets, Financial Reporting, Loans, Strategy, Strategic Planning, Sales, Strategic Financial..., Financial Planning, Start-ups, Portfolio Management, Real Estate, Risk Management, Retirement Planning, Management, Retail, Microsoft Excel, New Business Development, Mutual Funds
Education
Indiana University Bloomington 1989 — 1993
B.A., Psychology, Jewish Studies
mccallie school 1982 — 1989
Wells Fargo Advisors, LLC January 2015 - Present
Merrill Lynch November 2011 - January 2015
Morgan Stanley Smith Barney January 2010 - November 2011
Florida Capital Bank October 2005 - July 2009
Mercantile Bank February 2003 - October 2005
Wachovia Bank May 2000 - February 2003
CIBC National Bank August 1999 - May 2000
IronStone Bank April 1997 - August 1999
Barnett Bank KNA Bank of America October 1993 - April 1997
Skills
Financial Analysis, Finance, Investments, Credit, Insurance, Budgets, Financial Reporting, Loans, Strategy, Strategic Planning, Sales, Strategic Financial..., Financial Planning, Start-ups, Portfolio Management, Real Estate, Risk Management, Retirement Planning, Management, Retail, Microsoft Excel, New Business Development, Mutual Funds
Education
Indiana University Bloomington 1989 — 1993
B.A., Psychology, Jewish Studies
mccallie school 1982 — 1989
Vanessa Hairston, Project Manager Vanessa Hairston, Project Manager's Morgan Stanley Smith Barney Experience May 2011 - September 2011
Job Project Manager at AIG
Industry Information Technology and Services
Experience
AIG August 2014 - Present
PEPSICO December 2013 - March 2014
AMEX April 2013 - May 2013
THOMAS PUBLISHING COMPANY February 2013 - April 2013
UNILEVER August 2012 - September 2012
MORGAN STANLEY SMITH BARNEY May 2011 - September 2011
GREY GLOBAL GROUP August 2010 - March 2011
COMPUTER MD, INC August 2009 - May 2010
THE WAKEMAN AGENCY May 2009 - August 2009
TRAUB LIEBERMAN STRAUS & SHREWSBERRY LLP September 2005 - January 2009
Skills
Microsoft Office, SharePoint, Visio, Project Management, MS Project, Team Leadership, Troubleshooting, Social Media, Risk Management, Vendor Management, Microsoft Excel, Access, Leadership, Training, Management, Business Analysis, Budgets, Customer Service, Outlook, Project Planning, SDLC, Networking, Program Management, Business Process...
Education
Iona College 2007 — 2010
MBA, Information Systems & Management with Advanced E-Commerce Certification
Monroe College 2004 — 2007
BBA, Computer Information Systems
Skidmore College 2000 — 2001
PC Service and Support Specialist Certification
AIG August 2014 - Present
PEPSICO December 2013 - March 2014
AMEX April 2013 - May 2013
THOMAS PUBLISHING COMPANY February 2013 - April 2013
UNILEVER August 2012 - September 2012
MORGAN STANLEY SMITH BARNEY May 2011 - September 2011
GREY GLOBAL GROUP August 2010 - March 2011
COMPUTER MD, INC August 2009 - May 2010
THE WAKEMAN AGENCY May 2009 - August 2009
TRAUB LIEBERMAN STRAUS & SHREWSBERRY LLP September 2005 - January 2009
Skills
Microsoft Office, SharePoint, Visio, Project Management, MS Project, Team Leadership, Troubleshooting, Social Media, Risk Management, Vendor Management, Microsoft Excel, Access, Leadership, Training, Management, Business Analysis, Budgets, Customer Service, Outlook, Project Planning, SDLC, Networking, Program Management, Business Process...
Education
Iona College 2007 — 2010
MBA, Information Systems & Management with Advanced E-Commerce Certification
Monroe College 2004 — 2007
BBA, Computer Information Systems
Skidmore College 2000 — 2001
PC Service and Support Specialist Certification
Jonathan Aubrey's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job Maitre D' at Eleven Madison Park
Industry Hospitality
Experience
Eleven Madison Park 2015 - Present
Eleven Madison Park June 2014 - December 2014
DB Bistro Moderne NY January 2013 - June 2014
Cookshop Restaurant NY July 2012 - December 2012
Bloomingdale's February 2011 - June 2012
The Isabella Company (New York) Inc. January 2010 - April 2011
Morgan Stanley Smith Barney June 2008 - August 2008
Goldman Sachs July 2007 - August 2007
Skills
French, Fashion, Sales, Merchandising, English, Chinese, Management, Strategic Planning, Customer Service, Microsoft Excel, Social Networking, Strategy
Education
French Culinary Institute 2012 — 2012
Grand Diploma in Culinary Arts, Classical French Techniques with Technology Concentration
University of Pennsylvania 2005 — 2009
BA, Philosophy, Politics and Economics
College Jean Baptiste Say
Eleven Madison Park 2015 - Present
Eleven Madison Park June 2014 - December 2014
DB Bistro Moderne NY January 2013 - June 2014
Cookshop Restaurant NY July 2012 - December 2012
Bloomingdale's February 2011 - June 2012
The Isabella Company (New York) Inc. January 2010 - April 2011
Morgan Stanley Smith Barney June 2008 - August 2008
Goldman Sachs July 2007 - August 2007
Skills
French, Fashion, Sales, Merchandising, English, Chinese, Management, Strategic Planning, Customer Service, Microsoft Excel, Social Networking, Strategy
Education
French Culinary Institute 2012 — 2012
Grand Diploma in Culinary Arts, Classical French Techniques with Technology Concentration
University of Pennsylvania 2005 — 2009
BA, Philosophy, Politics and Economics
College Jean Baptiste Say
Fred Tawadros's Morgan Stanley Smith Barney Experience August 2001 - November 2002
Job Director of Content Creation at Hartford Funds
Industry Financial Services
Experience
Hartford Funds March 2012 - Present
Hartford Funds March 2007 - March 2012
The Hartford October 2004 - February 2007
The Hartford December 2002 - October 2004
Morgan Stanley Smith Barney August 2001 - November 2002
Utilities Management Consultants June 1998 - February 2000
The Vanguard Group September 1995 - June 1998
Vanguard September 1993 - September 1995
Skills
Mutual Funds, Research, Series 7, Series 63, Word, Excel, 529 Plans, Investments, Writing, IRA's, Outlook, Lotus Notes, Marketing Strategy, Editing, Marketing, Marketing Communications, Microsoft Word, 401k, IRAs, Microsoft Excel, Insurance, Retirement, Fixed Annuities, FINRA
Education
Indiana University Bloomington 1989 — 1993
BA, Religious Studies
Upper Merion
Hartford Funds March 2012 - Present
Hartford Funds March 2007 - March 2012
The Hartford October 2004 - February 2007
The Hartford December 2002 - October 2004
Morgan Stanley Smith Barney August 2001 - November 2002
Utilities Management Consultants June 1998 - February 2000
The Vanguard Group September 1995 - June 1998
Vanguard September 1993 - September 1995
Skills
Mutual Funds, Research, Series 7, Series 63, Word, Excel, 529 Plans, Investments, Writing, IRA's, Outlook, Lotus Notes, Marketing Strategy, Editing, Marketing, Marketing Communications, Microsoft Word, 401k, IRAs, Microsoft Excel, Insurance, Retirement, Fixed Annuities, FINRA
Education
Indiana University Bloomington 1989 — 1993
BA, Religious Studies
Upper Merion
Lal Sah Lal Sah's Morgan Stanley Smith Barney Experience March 2011 - July 2012
Job IBM BPM Technical Lead
Industry Information Technology and Services
Experience
ProSoft Technology Group Inc. January 2015 - Present
Moore Capital Management June 2012 - December 2014
Morgan Stanley Smith Barney March 2011 - July 2012
iGATE Global Solutions April 2010 - March 2011
Mahindra Satyam July 2008 - April 2010
IBM January 2006 - July 2008
Skills
WebSphere Process Server, SOA, Web Services, JMS, Java, ESB, WebSphere MQ, BPEL, EAI, Integration, Oracle, WebSphere Application..., Websphere, Enterprise Architecture, WebSphere
Education
Indira Gandhi National Open University 2003 — 2005
MCA, Comp Sc
ProSoft Technology Group Inc. January 2015 - Present
Moore Capital Management June 2012 - December 2014
Morgan Stanley Smith Barney March 2011 - July 2012
iGATE Global Solutions April 2010 - March 2011
Mahindra Satyam July 2008 - April 2010
IBM January 2006 - July 2008
Skills
WebSphere Process Server, SOA, Web Services, JMS, Java, ESB, WebSphere MQ, BPEL, EAI, Integration, Oracle, WebSphere Application..., Websphere, Enterprise Architecture, WebSphere
Education
Indira Gandhi National Open University 2003 — 2005
MCA, Comp Sc
Greg Gobble's Morgan Stanley Smith Barney Experience June 2001 - June 2003
Job Financial Consultant at First Brokerage America
Industry Financial Services
Experience
First Brokerage America March 2012 - Present
Goshen Retirement Consultants December 2005 - March 2012
TheBank of Edwardsville June 2003 - December 2005
Morgan Stanley Smith Barney June 2001 - June 2003
Edward Jones October 1998 - June 2001
Merrill Lynch March 1997 - October 1998
AG Edwards September 1995 - February 1997
Edward Jones August 1990 - September 1995
Skills
Long-term Care, Retirement Planning, Mutual Funds, Insurance, Sales, Financial Analysis, Investments, Customer Service, Loans, Banking, Credit, Health Insurance, Budgets, Mortgage Lending, Commercial Lending
Education
Illinois State University 1985 — 1990
B.S., Accounting
First Brokerage America March 2012 - Present
Goshen Retirement Consultants December 2005 - March 2012
TheBank of Edwardsville June 2003 - December 2005
Morgan Stanley Smith Barney June 2001 - June 2003
Edward Jones October 1998 - June 2001
Merrill Lynch March 1997 - October 1998
AG Edwards September 1995 - February 1997
Edward Jones August 1990 - September 1995
Skills
Long-term Care, Retirement Planning, Mutual Funds, Insurance, Sales, Financial Analysis, Investments, Customer Service, Loans, Banking, Credit, Health Insurance, Budgets, Mortgage Lending, Commercial Lending
Education
Illinois State University 1985 — 1990
B.S., Accounting
Stephen J. Salley, AAMS Stephen J. Salley, AAMS's Morgan Stanley Smith Barney Experience 2004 - 2010
Job President, Wealth Management Advisor at Salley Wealth Management
Industry Financial Services
Experience
Salley Wealth Management December 2010 - Present
Morgan Stanley Smith Barney 2004 - 2010
Wachovia Securities 2000 - 2004
Education
Indiana University of Pennsylvania 1985 — 1989
Salley Wealth Management December 2010 - Present
Morgan Stanley Smith Barney 2004 - 2010
Wachovia Securities 2000 - 2004
Education
Indiana University of Pennsylvania 1985 — 1989
Paul Krenz's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Enterprise Sourcing Analyst at Blue Cross Blue Shield
Industry Logistics and Supply Chain
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas December 2014 - Present
ArcelorMittal July 2012 - December 2014
Morgan Stanley Smith Barney May 2011 - August 2011
The Course At Aberdeen April 2008 - August 2009
Skills
Microsoft Excel, Data Analysis, SAP, Microsoft Office, Sales Operations, Strategy, Access, Financial Analysis
Education
Indiana University - Kelley School of Business 2009 — 2012
Supply Chain Management
Indiana University - Kelley School of Business
Bachelor of Science, Business; Supply Chain Management
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas December 2014 - Present
ArcelorMittal July 2012 - December 2014
Morgan Stanley Smith Barney May 2011 - August 2011
The Course At Aberdeen April 2008 - August 2009
Skills
Microsoft Excel, Data Analysis, SAP, Microsoft Office, Sales Operations, Strategy, Access, Financial Analysis
Education
Indiana University - Kelley School of Business 2009 — 2012
Supply Chain Management
Indiana University - Kelley School of Business
Bachelor of Science, Business; Supply Chain Management
Lynn Mallinson Lynn Mallinson's Morgan Stanley Smith Barney Experience July 2000 - May 2010
Job Market Researcher, Secret Shopper/Consumer Consultant at Invision Consulting
Industry Financial Services
Experience
Invision Consulting November 2011 - Present
Brandworkz October 2011 - January 2012
Morgan Stanley Smith Barney July 2000 - May 2010
Smith Barney Citigroup 1994 - 2000
Skills
Video Production, Financial Services, Budget, Program Management, Video, Newsletters, Investments, Equities, Relationship Management, Series 7, New Business Development, Business Strategy, Marketing Communications, Marketing Strategy, Business Development, Analysis, Marketing, Project Management, Vendor Management, Social Media, Editing, Budgets, Sales, Email Marketing, Research, Strategy, Leadership, Competitive Analysis
Education
Ithaca College
BA, Psychology
Invision Consulting November 2011 - Present
Brandworkz October 2011 - January 2012
Morgan Stanley Smith Barney July 2000 - May 2010
Smith Barney Citigroup 1994 - 2000
Skills
Video Production, Financial Services, Budget, Program Management, Video, Newsletters, Investments, Equities, Relationship Management, Series 7, New Business Development, Business Strategy, Marketing Communications, Marketing Strategy, Business Development, Analysis, Marketing, Project Management, Vendor Management, Social Media, Editing, Budgets, Sales, Email Marketing, Research, Strategy, Leadership, Competitive Analysis
Education
Ithaca College
BA, Psychology
Daniel Pushchak's Morgan Stanley Smith Barney Experience 2012 - Present
Job daniel.pushchak@gmail.com
Industry Accounting
Experience
Morgan Stanley Smith Barney 2012 - Present
FX Concepts July 2011 - Present
Prudential Financial April 2007 - March 2008
BASF June 2006 - August 2006
Education
Villanova University 2003 — 2007
B.S., Accountancy
Jagiellonian University 2008 — 2010
M.A, International Relations, U.S./E.U.
Universitat Pompeu Fabra 2006 — 2006
International Study Abroad Student
UNSW Australia 2004 — 2004
International Study Abroad Student
Morgan Stanley Smith Barney 2012 - Present
FX Concepts July 2011 - Present
Prudential Financial April 2007 - March 2008
BASF June 2006 - August 2006
Education
Villanova University 2003 — 2007
B.S., Accountancy
Jagiellonian University 2008 — 2010
M.A, International Relations, U.S./E.U.
Universitat Pompeu Fabra 2006 — 2006
International Study Abroad Student
UNSW Australia 2004 — 2004
International Study Abroad Student
Amresh Jain Amresh Jain's Morgan Stanley Smith Barney Experience 1993 - 2001
Job President, Strategic Mergers Group, Inc.
Industry Financial Services
Experience
Strategic Mergers Group, Inc. 2002 - Present
Morgan Stanley Smith Barney 1993 - 2001
Dassault Systemes 1988 - 1993
IBM 1988 - 1993
Skills
Mergers, Company Acquisitions, International..., Valuation, Private Equity, Growth Management, Strategy Development, Business Strategy, Investment Banking, Deal Structuring, Deal Sourcing, Strategy, Mergers & Acquisitions, Venture Capital, Joint Ventures, Finance, Management, Equities, Negotiation, CRM, Divestitures, Restructuring, Product Management
Education
UCLA Anderson School of Management 1990 — 1993
MBA, Finance & Strategy
University of Rochester 1982 — 1983
MS, Mechanical & Aerospace Engineering
Indian Institute of Technology, Kanpur 1977 — 1982
B.Tech., Mechanical Engineering
Mother's International School
Strategic Mergers Group, Inc. 2002 - Present
Morgan Stanley Smith Barney 1993 - 2001
Dassault Systemes 1988 - 1993
IBM 1988 - 1993
Skills
Mergers, Company Acquisitions, International..., Valuation, Private Equity, Growth Management, Strategy Development, Business Strategy, Investment Banking, Deal Structuring, Deal Sourcing, Strategy, Mergers & Acquisitions, Venture Capital, Joint Ventures, Finance, Management, Equities, Negotiation, CRM, Divestitures, Restructuring, Product Management
Education
UCLA Anderson School of Management 1990 — 1993
MBA, Finance & Strategy
University of Rochester 1982 — 1983
MS, Mechanical & Aerospace Engineering
Indian Institute of Technology, Kanpur 1977 — 1982
B.Tech., Mechanical Engineering
Mother's International School
Abhilash Srivastava Abhilash Srivastava's Morgan Stanley Smith Barney Experience 2008 - Present
Job Technical Manager at Headstrong
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney 2008 - Present
Headstrong December 2005 - Present
eGain Communications India Pvt. Ltd. February 2002 - December 2005
Satyam Computer services Limited July 1998 - January 2002
Education
Government Inter College, Allahabad, INDIA
12th, Science
Indian Institute of Technology, Kanpur
B.Tech., Civil Engineering
Morgan Stanley Smith Barney 2008 - Present
Headstrong December 2005 - Present
eGain Communications India Pvt. Ltd. February 2002 - December 2005
Satyam Computer services Limited July 1998 - January 2002
Education
Government Inter College, Allahabad, INDIA
12th, Science
Indian Institute of Technology, Kanpur
B.Tech., Civil Engineering
Sharjil Zaman Sharjil Zaman's Morgan Stanley Smith Barney Experience April 2008 - September 2012
Job Client Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2008 - September 2012
AXA Equitable, LLC March 2005 - October 2007
JPMorganChase January 2004 - January 2005
D.F. King & Co., Inc. November 2001 - December 2002
Citigroup July 2000 - September 2001
TD Waterhouse, Inc. March 1997 - May 2000
Josephthal & Co., Inc. June 1993 - September 1996
Skills
Financial Services, Trading, Training, Bloomberg, Series 7, Securities, Portfolio Management, Mutual Funds, Investments, Asset Managment, Equities, Fixed Income, Wealth Management, Series 63, Relationship Management, Financial Markets, Options, Investor Relations, Due Diligence, Bonds, Marketing, Asset Allocation, Corporate Finance, Call Center, Analysis, Investment Banking, Derivatives, FBSI, Morningstar, Hedge Funds, Alternative Investments, FINRA, Capital Markets, SMA, KYC, ADP, Financial Sales, Annuities, GDTS, Investment Strategies, Investment Advisory
Education
Indiana University of Pennsylvania
BA, Economics
Morgan Stanley Smith Barney April 2008 - September 2012
AXA Equitable, LLC March 2005 - October 2007
JPMorganChase January 2004 - January 2005
D.F. King & Co., Inc. November 2001 - December 2002
Citigroup July 2000 - September 2001
TD Waterhouse, Inc. March 1997 - May 2000
Josephthal & Co., Inc. June 1993 - September 1996
Skills
Financial Services, Trading, Training, Bloomberg, Series 7, Securities, Portfolio Management, Mutual Funds, Investments, Asset Managment, Equities, Fixed Income, Wealth Management, Series 63, Relationship Management, Financial Markets, Options, Investor Relations, Due Diligence, Bonds, Marketing, Asset Allocation, Corporate Finance, Call Center, Analysis, Investment Banking, Derivatives, FBSI, Morningstar, Hedge Funds, Alternative Investments, FINRA, Capital Markets, SMA, KYC, ADP, Financial Sales, Annuities, GDTS, Investment Strategies, Investment Advisory
Education
Indiana University of Pennsylvania
BA, Economics
Alyssa Howe Alyssa Howe's Morgan Stanley Smith Barney Experience December 2009 - October 2010
Job Executive Assistant/Office Manager
Industry Financial Services
Experience
High Road Capital Partners April 2013 - December 2013
U.S. Department of State February 2012 - April 2013
Kaseman April 2011 - February 2012
Schneider & Associates LLC November 2010 - April 2011
Morgan Stanley Smith Barney December 2009 - October 2010
Hyatt Regency Waikiki Resort and Spa September 2009 - October 2010
Monmouth Beach Bath and Tennis Club June 2004 - August 2009
Kenneth Cole Productions May 2008 - August 2008
Skills
Government Relations, Customer Service, Administration, Research, Office Administration, Front Office, Microsoft Office, Security Clearance, Accounts Payable, Event Planning, Access, Editing, Microsoft Word, Nonprofits, Human Resources, Policy, Data Entry, Training, Microsoft Excel, PowerPoint, Government
Education
James Madison University 2005 — 2009
B.S.
High Road Capital Partners April 2013 - December 2013
U.S. Department of State February 2012 - April 2013
Kaseman April 2011 - February 2012
Schneider & Associates LLC November 2010 - April 2011
Morgan Stanley Smith Barney December 2009 - October 2010
Hyatt Regency Waikiki Resort and Spa September 2009 - October 2010
Monmouth Beach Bath and Tennis Club June 2004 - August 2009
Kenneth Cole Productions May 2008 - August 2008
Skills
Government Relations, Customer Service, Administration, Research, Office Administration, Front Office, Microsoft Office, Security Clearance, Accounts Payable, Event Planning, Access, Editing, Microsoft Word, Nonprofits, Human Resources, Policy, Data Entry, Training, Microsoft Excel, PowerPoint, Government
Education
James Madison University 2005 — 2009
B.S.
Suzanne Jessup's Morgan Stanley Smith Barney Experience 1999 - 2004
Job Executive Assistant @ Rothschild Inv Co
Industry Financial Services
Experience
Rothschild Investment Corporation June 2004 - Present
Morgan Stanley Smith Barney 1999 - 2004
Cowen and Company 1997 - 1999
ABN AMRO Clearing Chicago LLC 1994 - 1997
Dreher Advisory Services, PLLC 1987 - 1994
Skills
New Business Development, Sales, Investments, Equities, Series 7, Trading, Social Media, Securities, Microsoft Office, Management, Financial Services
Education
Indiana University Bloomington
Rothschild Investment Corporation June 2004 - Present
Morgan Stanley Smith Barney 1999 - 2004
Cowen and Company 1997 - 1999
ABN AMRO Clearing Chicago LLC 1994 - 1997
Dreher Advisory Services, PLLC 1987 - 1994
Skills
New Business Development, Sales, Investments, Equities, Series 7, Trading, Social Media, Securities, Microsoft Office, Management, Financial Services
Education
Indiana University Bloomington
Scott Garrod Scott Garrod's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Attorney
Industry Law Practice
Experience
Rubenstein Business Law December 2014 - Present
Law Offices of Gerard C. McCloskey, P.L.L.C May 2013 - August 2013
Interiuris Abogados May 2012 - August 2012
St. Andrew's School November 2010 - March 2011
Morgan Stanley Smith Barney May 2009 - August 2009
Education
Maurice A. Deane School of Law at Hofstra University 2011 — 2014
Juris Doctor (J.D.)
Indiana University Bloomington 2005 — 2009
Bachelor's Degree, Management
Rubenstein Business Law December 2014 - Present
Law Offices of Gerard C. McCloskey, P.L.L.C May 2013 - August 2013
Interiuris Abogados May 2012 - August 2012
St. Andrew's School November 2010 - March 2011
Morgan Stanley Smith Barney May 2009 - August 2009
Education
Maurice A. Deane School of Law at Hofstra University 2011 — 2014
Juris Doctor (J.D.)
Indiana University Bloomington 2005 — 2009
Bachelor's Degree, Management
Grant Sternberg's Morgan Stanley Smith Barney Experience May 2013 - August 2014
Job Investment Banking Summer Analyst at Lincoln International
Industry Investment Banking
Experience
Lincoln International May 2015 - Present
Morgan Stanley Smith Barney May 2013 - August 2014
Skills
Bilingual-English/Spanis..., Mathematics, Hunting, Weight Training, Critical Thinking, Finance, Spanish, Social Media, Microsoft Word, Management, Microsoft Excel, Sales, Customer Service, Leadership, Time Management, Teaching, Research, Public Speaking, Teamwork
Education
Indiana University Bloomington 2012 — 2016
Bachelor of Arts, Accounting and Finance
Saint Xavier High School 2008 — 2012
Lincoln International May 2015 - Present
Morgan Stanley Smith Barney May 2013 - August 2014
Skills
Bilingual-English/Spanis..., Mathematics, Hunting, Weight Training, Critical Thinking, Finance, Spanish, Social Media, Microsoft Word, Management, Microsoft Excel, Sales, Customer Service, Leadership, Time Management, Teaching, Research, Public Speaking, Teamwork
Education
Indiana University Bloomington 2012 — 2016
Bachelor of Arts, Accounting and Finance
Saint Xavier High School 2008 — 2012
Deirdre Luddy Pino Deirdre Luddy Pino's Morgan Stanley Smith Barney Experience May 1991 - February 2010
Job Director of Operations at HighTower Advisors
Industry Financial Services
Experience
HighTower Advisors February 2010 - Present
Morgan Stanley Smith Barney May 1991 - February 2010
Americorp Securities 1994 - 1996
Shearson Lehman Brothers 1991 - 1994
Skills
Series 7, Series 63, Asset Allocation, Series 65, Series 24, Wealth Management
Education
Iona College 1989 — 1991
University of South Carolina-Columbia 1987 — 1989
White Plains High School
HighTower Advisors February 2010 - Present
Morgan Stanley Smith Barney May 1991 - February 2010
Americorp Securities 1994 - 1996
Shearson Lehman Brothers 1991 - 1994
Skills
Series 7, Series 63, Asset Allocation, Series 65, Series 24, Wealth Management
Education
Iona College 1989 — 1991
University of South Carolina-Columbia 1987 — 1989
White Plains High School
Danielle Long's Morgan Stanley Smith Barney Experience August 2011 - August 2011
Job Assistant Deals Producer at ShermansTravel
Industry Leisure, Travel & Tourism
Experience
ShermansTravel May 2013 - Present
ShermansTravel February 2013 - April 2013
Ithaca College Dining Services September 2011 - December 2012
Pelifian Photography November 2006 - June 2012
Morgan Stanley Smith Barney August 2011 - August 2011
Leopard Films June 2011 - August 2011
Mauro Benedetti Photography March 2011 - May 2011
Skills
Photoshop, Adobe Lighthouse, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, HTML, iPhoto, iMovie, Final Cut Pro, Twitter, Facebook, Google+, Flickr, Team Leadership, Organization, Stress Management, PowerPoint
Education
Ithaca College 2009 — 2012
Bachelor's, Television and Radio, 3.61
Massena Central High School 2005 — 2009
Regents Diploma
ShermansTravel May 2013 - Present
ShermansTravel February 2013 - April 2013
Ithaca College Dining Services September 2011 - December 2012
Pelifian Photography November 2006 - June 2012
Morgan Stanley Smith Barney August 2011 - August 2011
Leopard Films June 2011 - August 2011
Mauro Benedetti Photography March 2011 - May 2011
Skills
Photoshop, Adobe Lighthouse, Microsoft Word, Microsoft Excel, Microsoft Powerpoint, HTML, iPhoto, iMovie, Final Cut Pro, Twitter, Facebook, Google+, Flickr, Team Leadership, Organization, Stress Management, PowerPoint
Education
Ithaca College 2009 — 2012
Bachelor's, Television and Radio, 3.61
Massena Central High School 2005 — 2009
Regents Diploma
Melissa Mabe's Morgan Stanley Smith Barney Experience 1989 - 1994
Job Providing customers with Total Energy Management Solutions @ Direct Energy Business.
Industry Oil & Energy
Experience
Direct Energy Business March 2013 - Present
Amerex Energy Services June 2012 - March 2013
Spark Energy August 2010 - June 2012
GDF Suez Energy, N.A. April 2003 - August 2010
TXU Energy 2001 - 2003
Houston Business Journal 1999 - 2001
PNC Financial Services Group formerly known as NatCity Investments 1995 - 1998
Morgan Stanley Smith Barney 1989 - 1994
Skills
Direct Sales, Cross-functional Team..., Natural Gas, Commodity Markets, Energy Management, Strategic Planning, Retail Power, Forecasting, Sales Management, Contract Negotiation, New Business Development, Indirect Channel Sales, National Accounts, SugarCRM, Siebel, Channel Partners, Department Budgeting, New Markets Development, Retail, Energy, Demand Response, Business Development, CRM, Renewable Energy, Electricity Markets, Energy Markets, Strategy, Business Strategy, Leadership, Management
Education
Indiana University Bloomington
Noblesville High School
Direct Energy Business March 2013 - Present
Amerex Energy Services June 2012 - March 2013
Spark Energy August 2010 - June 2012
GDF Suez Energy, N.A. April 2003 - August 2010
TXU Energy 2001 - 2003
Houston Business Journal 1999 - 2001
PNC Financial Services Group formerly known as NatCity Investments 1995 - 1998
Morgan Stanley Smith Barney 1989 - 1994
Skills
Direct Sales, Cross-functional Team..., Natural Gas, Commodity Markets, Energy Management, Strategic Planning, Retail Power, Forecasting, Sales Management, Contract Negotiation, New Business Development, Indirect Channel Sales, National Accounts, SugarCRM, Siebel, Channel Partners, Department Budgeting, New Markets Development, Retail, Energy, Demand Response, Business Development, CRM, Renewable Energy, Electricity Markets, Energy Markets, Strategy, Business Strategy, Leadership, Management
Education
Indiana University Bloomington
Noblesville High School
Deming Payne, AAMS®'s Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job VP Financial Consultant at Charles Schwab
Industry Financial Services
Experience
Charles Schwab March 2015 - Present
Charles Schwab January 2014 - February 2015
optionsXpress November 2012 - January 2014
Charles Schwab June 2011 - November 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Education
Illinois Wesleyan University 2007 — 2011
Bachelor of Arts, Economics, Philosophy, Psychology
Charles Schwab March 2015 - Present
Charles Schwab January 2014 - February 2015
optionsXpress November 2012 - January 2014
Charles Schwab June 2011 - November 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Education
Illinois Wesleyan University 2007 — 2011
Bachelor of Arts, Economics, Philosophy, Psychology
Ross Lazio's Morgan Stanley Smith Barney Experience 2011 - 2012
Job Business Development Manager at InfoPeople Corporation
Industry Staffing and Recruiting
Experience
Mindlance 2013 - 2014
Kforce 2012 - 2013
Morgan Stanley Smith Barney 2011 - 2012
Alden Technology Partners 2008 - 2008
Merriman Capital, Inc. 2007 - 2007
Skills
Business Development, Market Research, Sales, Finance, Banking, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Valuation, Salesforce.com, Bloomberg, Equities
Education
Indiana University Bloomington
Public Financial Management
Delbarton School
Mindlance 2013 - 2014
Kforce 2012 - 2013
Morgan Stanley Smith Barney 2011 - 2012
Alden Technology Partners 2008 - 2008
Merriman Capital, Inc. 2007 - 2007
Skills
Business Development, Market Research, Sales, Finance, Banking, Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Office, Valuation, Salesforce.com, Bloomberg, Equities
Education
Indiana University Bloomington
Public Financial Management
Delbarton School
Daniel Reiner's Morgan Stanley Smith Barney Experience June 2007 - August 2007
Job Senior Accountant at Bartle Bogle Hegarty NY
Industry Accounting
Experience
Bartle Bogle Hegarty NY May 2014 - Present
Proenza Schouler September 2012 - May 2014
Sofitel Luxury Hotels and Resorts January 2010 - August 2012
Blu Boy Chocolates February 2009 - October 2009
Sam's Club April 2003 - October 2009
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Accounts Receivable, Accounts Payable, Microsoft Office, QuickBooks, Budgets, Accounting, Microsoft Excel, Customer Service, Excel, Fidelio, Bloomberg Terminal, SAS, Microsoft Dynamics, Invoicing, Bank Reconciliation, Journal Entries, Management, Account Reconciliation
Education
Indiana University - Kelley School of Business 2004 — 2008
Bachelor of Science, Finance / Business Economics and Public Policy, 3.2
Bartle Bogle Hegarty NY May 2014 - Present
Proenza Schouler September 2012 - May 2014
Sofitel Luxury Hotels and Resorts January 2010 - August 2012
Blu Boy Chocolates February 2009 - October 2009
Sam's Club April 2003 - October 2009
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Accounts Receivable, Accounts Payable, Microsoft Office, QuickBooks, Budgets, Accounting, Microsoft Excel, Customer Service, Excel, Fidelio, Bloomberg Terminal, SAS, Microsoft Dynamics, Invoicing, Bank Reconciliation, Journal Entries, Management, Account Reconciliation
Education
Indiana University - Kelley School of Business 2004 — 2008
Bachelor of Science, Finance / Business Economics and Public Policy, 3.2
Jacob Kreisler's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Real Estate and Purchasing Manager at Bay Dermatology and Cosmetic Surgery, P.A.
Industry Financial Services
Experience
Bay Dermatology and Cosmetic Surgery, P.A. September 2015 - Present
Cortland Capital Market Services LLC April 2014 - January 2015
Indiana University August 2009 - May 2013
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Portfolio Management, Equities, Valuation, Finance, Market Analysis, Real Estate, Cold Calling, Management, Marketing, Market Research, Commercial Real Estate, Financial Analysis, Selling, Social Media, Financial Modeling, Securitized Debt, Sales, Facebook, Data Analysis, Customer Service, Event Planning
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Arts (B.A.), Economics
Bay Dermatology and Cosmetic Surgery, P.A. September 2015 - Present
Cortland Capital Market Services LLC April 2014 - January 2015
Indiana University August 2009 - May 2013
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Portfolio Management, Equities, Valuation, Finance, Market Analysis, Real Estate, Cold Calling, Management, Marketing, Market Research, Commercial Real Estate, Financial Analysis, Selling, Social Media, Financial Modeling, Securitized Debt, Sales, Facebook, Data Analysis, Customer Service, Event Planning
Education
Indiana University Bloomington 2009 — 2013
Bachelor of Arts (B.A.), Economics
Nick Vicino, CPA, MBA's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Senior Associate at KPMG Transactions and Restructuring
Industry Accounting
Experience
KPMG US September 2012 - Present
Indiana University September 2010 - May 2012
Indiana University--Kelley School of Business August 2007 - May 2012
KPMG June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Vernon Township May 2008 - August 2009
Department of Human Services June 2009 - July 2009
Skills
Microsoft Excel, Due Diligence, Financial Analysis, Financial Modeling, Financial Statements, Financial Accounting, Accounting, Management, Finance, Financial Reporting
Education
Indiana University - Kelley School of Business 2010 — 2012
Master of Business Administration, Finance, Accounting
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Business Administration; Accounting and Finance
KPMG US September 2012 - Present
Indiana University September 2010 - May 2012
Indiana University--Kelley School of Business August 2007 - May 2012
KPMG June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Vernon Township May 2008 - August 2009
Department of Human Services June 2009 - July 2009
Skills
Microsoft Excel, Due Diligence, Financial Analysis, Financial Modeling, Financial Statements, Financial Accounting, Accounting, Management, Finance, Financial Reporting
Education
Indiana University - Kelley School of Business 2010 — 2012
Master of Business Administration, Finance, Accounting
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science, Business Administration; Accounting and Finance
Zachary Lynn Zachary Lynn's Morgan Stanley Smith Barney Experience June 2005 - December 2007
Job Sales Manager Central at LinkedIn
Industry Internet
Experience
LinkedIn January 2015 - Present
LinkedIn January 2014 - December 2014
LinkedIn January 2012 - December 2014
LinkedIn April 2011 - January 2012
Bureau van Dijk January 2008 - April 2011
Morgan Stanley Smith Barney June 2005 - December 2007
Cardinal Health June 2004 - June 2005
Skills
Management Consulting, Budgets, Product Development, Marketing Communications, Strategic Consulting, Salesforce.com, Sales Presentations, Forecasting, Training, Social Media, Business Development, Business Strategy, Solution Selling, Negotiation, Account Management, Enterprise Software, Strategic Partnerships, Talent Management, Sales, SaaS, Analytics, Sales Process, Talent Acquisition, Key Account Management, Strategy, Social Media Marketing, Strategic Planning, Cross-functional Team..., Customer Retention, Sales Management, Recruiting, Market Research
Education
Indiana University - Kelley School of Business
Finance
University of Copenhagen
Finance
LinkedIn January 2015 - Present
LinkedIn January 2014 - December 2014
LinkedIn January 2012 - December 2014
LinkedIn April 2011 - January 2012
Bureau van Dijk January 2008 - April 2011
Morgan Stanley Smith Barney June 2005 - December 2007
Cardinal Health June 2004 - June 2005
Skills
Management Consulting, Budgets, Product Development, Marketing Communications, Strategic Consulting, Salesforce.com, Sales Presentations, Forecasting, Training, Social Media, Business Development, Business Strategy, Solution Selling, Negotiation, Account Management, Enterprise Software, Strategic Partnerships, Talent Management, Sales, SaaS, Analytics, Sales Process, Talent Acquisition, Key Account Management, Strategy, Social Media Marketing, Strategic Planning, Cross-functional Team..., Customer Retention, Sales Management, Recruiting, Market Research
Education
Indiana University - Kelley School of Business
Finance
University of Copenhagen
Finance
David Maine's Morgan Stanley Smith Barney Experience May 2010 - February 2011
Job Experienced qualified plan Relationship Manager searching for new opportunity
Industry Financial Services
Experience
SageView Advisory Group February 2011 - June 2015
Morgan Stanley Smith Barney May 2010 - February 2011
DWS Investments December 2003 - June 2010
Union Beverage Company October 1996 - October 2002
Education
Indiana University Bloomington 1990 — 1994
BA, Telecommunications
SageView Advisory Group February 2011 - June 2015
Morgan Stanley Smith Barney May 2010 - February 2011
DWS Investments December 2003 - June 2010
Union Beverage Company October 1996 - October 2002
Education
Indiana University Bloomington 1990 — 1994
BA, Telecommunications
MItchell Schoeneman's Morgan Stanley Smith Barney Experience April 2010 - August 2010
Job Public Adjuster and Contractor
Industry Insurance
Experience
A. Schoeneman & Co., Inc 2012 - Present
MES Production and Consulting LLC January 2010 - Present
Morgan Stanley Smith Barney April 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Social Media, Entertainment, Social Media Marketing, Marketing Strategy, Entrepreneurship, Negotiation, Microsoft Office, Research, Event Planning, Management, Microsoft Word, Marketing, Insurance, Claim, Claims Management, Insurance Consulting, Business Development..., Music Business..., Construction Management, Project Management, Money Management, Asset Management, Sales, Customer Service, Real Estate, Property & Casualty..., Adjusters, Budgets, Commercial Insurance, Leadership, Nonprofits, Policy, Analysis, Property, Property Damage, Social Networking, Facebook, Risk Management
Education
Indiana University Bloomington 2009 — 2012
Bachelor of Science, Legal Studies
Indiana University - Kelley School of Business 2008 — 2012
Certificate, Business Foundations
Kings College London 2011 — 2011
Certificate, Regulatory Reform and Global Economics
A. Schoeneman & Co., Inc 2012 - Present
MES Production and Consulting LLC January 2010 - Present
Morgan Stanley Smith Barney April 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Social Media, Entertainment, Social Media Marketing, Marketing Strategy, Entrepreneurship, Negotiation, Microsoft Office, Research, Event Planning, Management, Microsoft Word, Marketing, Insurance, Claim, Claims Management, Insurance Consulting, Business Development..., Music Business..., Construction Management, Project Management, Money Management, Asset Management, Sales, Customer Service, Real Estate, Property & Casualty..., Adjusters, Budgets, Commercial Insurance, Leadership, Nonprofits, Policy, Analysis, Property, Property Damage, Social Networking, Facebook, Risk Management
Education
Indiana University Bloomington 2009 — 2012
Bachelor of Science, Legal Studies
Indiana University - Kelley School of Business 2008 — 2012
Certificate, Business Foundations
Kings College London 2011 — 2011
Certificate, Regulatory Reform and Global Economics
Charles Wise, CPA/PFS Charles Wise, CPA/PFS's Morgan Stanley Smith Barney Experience April 2004 - January 2010
Job Vice President, Wealth Management Services at Pure Capital Management
Industry Investment Management
Experience
Pure Capital Management March 2010 - Present
Strand Capitol Performing Arts Center July 2008 - June 2012
Morgan Stanley Smith Barney April 2004 - January 2010
Highmark 1996 - 2003
Pennsylvania Blue Shield 1977 - 1995
Miller & Co., Certified Public Accountants 1973 - 1977
Skills
Strategic Planning, Asset Management, Non-profits, Accounting, Insurance, Compliance, Planning, Tax, Financial Planning, Process Improvement, Business Strategy, Mergers, Process Engineering, Audit, Healthcare, Auditing, Financial Analysis, Risk, Business Planning, Internal Audit, Audit Committee, Risk Based Audits, COSO Framework, Risk Frameworks, Risk Reviews, Risk Management..., Integrated Risk..., Medicare, Strategic Financial..., Retirement, Project Planning, Mergers & Acquisitions, Financial Risk, Retirement Planning, Nonprofits
Education
Indiana University of Pennsylvania 1969 — 1973
Penn State University
Emerging Leaders & Financial Management for Executives
Pure Capital Management March 2010 - Present
Strand Capitol Performing Arts Center July 2008 - June 2012
Morgan Stanley Smith Barney April 2004 - January 2010
Highmark 1996 - 2003
Pennsylvania Blue Shield 1977 - 1995
Miller & Co., Certified Public Accountants 1973 - 1977
Skills
Strategic Planning, Asset Management, Non-profits, Accounting, Insurance, Compliance, Planning, Tax, Financial Planning, Process Improvement, Business Strategy, Mergers, Process Engineering, Audit, Healthcare, Auditing, Financial Analysis, Risk, Business Planning, Internal Audit, Audit Committee, Risk Based Audits, COSO Framework, Risk Frameworks, Risk Reviews, Risk Management..., Integrated Risk..., Medicare, Strategic Financial..., Retirement, Project Planning, Mergers & Acquisitions, Financial Risk, Retirement Planning, Nonprofits
Education
Indiana University of Pennsylvania 1969 — 1973
Penn State University
Emerging Leaders & Financial Management for Executives
Monica Kaczor Monica Kaczor's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Advisory Senior Associate at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton October 2010 - Present
Morgan Stanley Smith Barney May 2010 - August 2010
First Midwest Bank June 2009 - August 2009
Skills
Commercial Banking, Financial Services, Internal Controls, Wealth Management, Internal Audit, Microsoft Office, Financial Modeling
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2010
B.S., Accounting and Finance
Illinois State University 2006 — 2008
B.S., Accounting and Finance
Conant High School
Grant Thornton October 2010 - Present
Morgan Stanley Smith Barney May 2010 - August 2010
First Midwest Bank June 2009 - August 2009
Skills
Commercial Banking, Financial Services, Internal Controls, Wealth Management, Internal Audit, Microsoft Office, Financial Modeling
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2010
B.S., Accounting and Finance
Illinois State University 2006 — 2008
B.S., Accounting and Finance
Conant High School
Craig Pfeiffer's Morgan Stanley Smith Barney Experience 1982 - September 2011
Job President & CEO at Money Management Institute; Founder & Chairman, Advisors Ahead
Industry Financial Services
Experience
Money Management Institute April 2015 - Present
Advisors Ahead llc June 2012 - Present
Hohting Group llc October 2011 - April 2015
Morgan Stanley Smith Barney 1982 - September 2011
Morgan Stanley Smith Barney 2009 - March 2011
Citigroup Smith Barney 2003 - 2009
Citigroup Smith Barney 1997 - 2003
Travelers Group - Smith Barney 1993 - 1997
Smith Barney 1989 - 1993
Education
Indiana University - Kelley School of Business 1975 — 1978
BS, Finance
Money Management Institute April 2015 - Present
Advisors Ahead llc June 2012 - Present
Hohting Group llc October 2011 - April 2015
Morgan Stanley Smith Barney 1982 - September 2011
Morgan Stanley Smith Barney 2009 - March 2011
Citigroup Smith Barney 2003 - 2009
Citigroup Smith Barney 1997 - 2003
Travelers Group - Smith Barney 1993 - 1997
Smith Barney 1989 - 1993
Education
Indiana University - Kelley School of Business 1975 — 1978
BS, Finance
Alison Schwartz's Morgan Stanley Smith Barney Experience June 2010 - April 2011
Job Account Executive Business Development at CBS & CW
Industry Broadcast Media
Experience
CBS 3 / CW Philly April 2013 - Present
CBS Television Stations June 2012 - April 2013
WCBS TV April 2011 - April 2013
Morgan Stanley Smith Barney June 2010 - April 2011
CBS Corporation May 2009 - August 2009
Salomon Smith Barney May 2008 - August 2008
Skills
Digital Media, Sales, Social Media, Social Media Marketing, Advertising, Marketing, Digital Marketing, Integrated Marketing, Marketing Communications, Social Networking
Education
Indiana University Bloomington 2006 — 2010
CBS 3 / CW Philly April 2013 - Present
CBS Television Stations June 2012 - April 2013
WCBS TV April 2011 - April 2013
Morgan Stanley Smith Barney June 2010 - April 2011
CBS Corporation May 2009 - August 2009
Salomon Smith Barney May 2008 - August 2008
Skills
Digital Media, Sales, Social Media, Social Media Marketing, Advertising, Marketing, Digital Marketing, Integrated Marketing, Marketing Communications, Social Networking
Education
Indiana University Bloomington 2006 — 2010
Jim Fritz Jim Fritz's Morgan Stanley Smith Barney Experience 2009 - 2010
Job Investment Consultant at TD Ameritrade
Industry Investment Management
Experience
TD Ameritrade 2011 - Present
Morgan Stanley Smith Barney 2009 - 2010
Bank of New York Mellon 2007 - 2009
Skills
Estate Planning, Investments, Finance, Portfolio Management, Asset Allocation, Strategic Financial..., Investment Management, High Net Worth..., Financial Planning, Retirement Planning, Investment Advisory
Education
Ithaca College 1988 — 1992
TD Ameritrade 2011 - Present
Morgan Stanley Smith Barney 2009 - 2010
Bank of New York Mellon 2007 - 2009
Skills
Estate Planning, Investments, Finance, Portfolio Management, Asset Allocation, Strategic Financial..., Investment Management, High Net Worth..., Financial Planning, Retirement Planning, Investment Advisory
Education
Ithaca College 1988 — 1992
Prit Shah-Chatterjee Prit Shah-Chatterjee's Morgan Stanley Smith Barney Experience July 2004 - April 2011
Job IT governance Analyst at Bank of America
Industry Financial Services
Experience
MorganStanley April 2011 - November 2011
Morgan Stanley Smith Barney July 2004 - April 2011
KTI October 2003 - June 2004
Morgan Stanley February 2002 - October 2003
Summit Bank March 1999 - December 2001
Skills
Disaster Recovery, Project Management, Project Planning, Resource Management, Network Administration, Requirements Analysis, SDLC, Leadership, Infrastructure, Troubleshooting, Analysis, Vendor Management, IT Strategy, Service Delivery, Networking, IT Management, Information Technology, Technical Support, Business Process, Enterprise Architecture, IT Service Management, Integration, Process Improvement
Education
Jai Hind College
Bachelor of Arts
M.C.S.E
M.C.S.E
PMP Certification
in progress. to be completed July 2012
MorganStanley April 2011 - November 2011
Morgan Stanley Smith Barney July 2004 - April 2011
KTI October 2003 - June 2004
Morgan Stanley February 2002 - October 2003
Summit Bank March 1999 - December 2001
Skills
Disaster Recovery, Project Management, Project Planning, Resource Management, Network Administration, Requirements Analysis, SDLC, Leadership, Infrastructure, Troubleshooting, Analysis, Vendor Management, IT Strategy, Service Delivery, Networking, IT Management, Information Technology, Technical Support, Business Process, Enterprise Architecture, IT Service Management, Integration, Process Improvement
Education
Jai Hind College
Bachelor of Arts
M.C.S.E
M.C.S.E
PMP Certification
in progress. to be completed July 2012
Julian Colletti's Morgan Stanley Smith Barney Experience September 2007 - December 2007
Job Senior Analyst at McLagan
Industry Management Consulting
Experience
McLagan March 2013 - Present
Bank of America, Merrill Lynch July 2011 - April 2012
Bank of America, Merrill Lynch June 2010 - August 2010
Morgan Stanley Smith Barney September 2007 - December 2007
Skills
Compensation Strategies, Compensation..., Human Resources, Salary Structures, Compensation Studies, Compensation Planning, Finance, Microsoft Office, Microsoft Excel, Investments, Data Analysis
Education
Indiana University - Kelley School of Business 2008 — 2011
BS, Finance
McLagan March 2013 - Present
Bank of America, Merrill Lynch July 2011 - April 2012
Bank of America, Merrill Lynch June 2010 - August 2010
Morgan Stanley Smith Barney September 2007 - December 2007
Skills
Compensation Strategies, Compensation..., Human Resources, Salary Structures, Compensation Studies, Compensation Planning, Finance, Microsoft Office, Microsoft Excel, Investments, Data Analysis
Education
Indiana University - Kelley School of Business 2008 — 2011
BS, Finance
Eric Ogowetsky's Morgan Stanley Smith Barney Experience May 2009 - September 2009
Job AML Compliance Officer in Global Financial Crimes Compliance at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2014 - Present
Financial Industry Regulatory Authority May 2013 - March 2014
National Futures Association June 2011 - May 2013
Morgan Stanley Smith Barney May 2009 - September 2009
U.S Congresswomen Sue Kelly January 2006 - August 2007
Skills
Financial Analysis, Financial Reporting, PowerPoint, Due Diligence, Customer Service, Microsoft Office, Access, Strategic Planning, Microsoft Excel, Accounting, Auditing, Data Analysis, Internal Controls, Financial Risk, Internal Audit, Analysis, Finance, Risk Management
Education
Iona College 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.89/4.0
Michigan State University 2007 — 2011
B.A, Finance, International Business
University of Cambridge 2010 — 2010
Finance
JPMorgan Chase March 2014 - Present
Financial Industry Regulatory Authority May 2013 - March 2014
National Futures Association June 2011 - May 2013
Morgan Stanley Smith Barney May 2009 - September 2009
U.S Congresswomen Sue Kelly January 2006 - August 2007
Skills
Financial Analysis, Financial Reporting, PowerPoint, Due Diligence, Customer Service, Microsoft Office, Access, Strategic Planning, Microsoft Excel, Accounting, Auditing, Data Analysis, Internal Controls, Financial Risk, Internal Audit, Analysis, Finance, Risk Management
Education
Iona College 2014 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General, 3.89/4.0
Michigan State University 2007 — 2011
B.A, Finance, International Business
University of Cambridge 2010 — 2010
Finance
Erald Bezati Erald Bezati's Morgan Stanley Smith Barney Experience June 2010 - December 2010
Job Associate Officer / Portfolio Management Group
Industry Financial Services
Experience
AB August 2015 - Present
BNY Mellon August 2014 - April 2015
AllianceBernstein December 2010 - August 2014
State Street September 2011 - January 2014
Morgan Stanley Smith Barney June 2010 - December 2010
Argus Information & Advisory Services January 2010 - May 2010
Skills
Financial Analysis, Equities, Corporate Actions, Portfolio Management, Business Analysis, Risk Management, Banking, Data Analysis, Financial Reporting, Credit Risk, Finance, Microsoft Excel, Financial Modeling
Education
Iona College 2013 — 2017
MBA, Post Master's Certificate, General Accounting
Iona College 2011 — 2017
MBA, Financial Management
Iona College 2006 — 2010
BBA, Finance
AB August 2015 - Present
BNY Mellon August 2014 - April 2015
AllianceBernstein December 2010 - August 2014
State Street September 2011 - January 2014
Morgan Stanley Smith Barney June 2010 - December 2010
Argus Information & Advisory Services January 2010 - May 2010
Skills
Financial Analysis, Equities, Corporate Actions, Portfolio Management, Business Analysis, Risk Management, Banking, Data Analysis, Financial Reporting, Credit Risk, Finance, Microsoft Excel, Financial Modeling
Education
Iona College 2013 — 2017
MBA, Post Master's Certificate, General Accounting
Iona College 2011 — 2017
MBA, Financial Management
Iona College 2006 — 2010
BBA, Finance
Eli Cohen Eli Cohen's Morgan Stanley Smith Barney Experience August 2009 - December 2009
Job Project Manager ESPN.com
Industry Computer Software
Experience
ESPN June 2014 - Present
TouchTunes Interactive Networks July 2013 - May 2014
TouchTunes Interactive Networks December 2012 - July 2013
Touchtunes August 2012 - December 2012
Burkenroad Reports, Tulane University January 2011 - May 2011
Tulane University Athletic Department August 2007 - May 2011
Morgan Stanley Smith Barney August 2009 - December 2009
Skills
Financial Modeling, Data Analysis, Product Management, Mobile Applications, Product Development, iOS development, Android Development, Product Design, Mobile Design, PowerPoint, Videography, Research, Microsoft Excel, Project Management, Interactive Advertising, Product Marketing, Mobile Marketing, Mobile Advertising, Problem Solving, Database Management, OmniGraffle, OmniPlan, Photoshop, JIRA, Salesforce.com, Business Development, Social Networking, Advertising
Education
Tulane University - A.B. Freeman School of Business 2007 — 2011
Bachelor of Science in Management, Finance and Legal Studies
INSEEC 2010 — 2010
ESPN June 2014 - Present
TouchTunes Interactive Networks July 2013 - May 2014
TouchTunes Interactive Networks December 2012 - July 2013
Touchtunes August 2012 - December 2012
Burkenroad Reports, Tulane University January 2011 - May 2011
Tulane University Athletic Department August 2007 - May 2011
Morgan Stanley Smith Barney August 2009 - December 2009
Skills
Financial Modeling, Data Analysis, Product Management, Mobile Applications, Product Development, iOS development, Android Development, Product Design, Mobile Design, PowerPoint, Videography, Research, Microsoft Excel, Project Management, Interactive Advertising, Product Marketing, Mobile Marketing, Mobile Advertising, Problem Solving, Database Management, OmniGraffle, OmniPlan, Photoshop, JIRA, Salesforce.com, Business Development, Social Networking, Advertising
Education
Tulane University - A.B. Freeman School of Business 2007 — 2011
Bachelor of Science in Management, Finance and Legal Studies
INSEEC 2010 — 2010
Vivek Jain Vivek Jain's Morgan Stanley Smith Barney Experience June 2009 - November 2009
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management January 2010 - December 2013
Morgan Stanley Smith Barney June 2009 - November 2009
Morgan Stanley February 2008 - May 2009
Comcast June 2008 - August 2008
Secure Meters Limited June 2005 - August 2005
Skills
Wealth Management, Java Enterprise Edition, iBatis, Payment Systems, Requirements Analysis, Business Analysis, Agile Methodologies, Struts, Microsoft SQL Server, Software Project..., Web Services, SQL, Business Process Design, DB2, .NET, C#, Servlets, VBA, Web Development, Java, SDLC, Financial Services, SOA, Banking, Enterprise Architecture, Web Applications
Education
University of Pennsylvania 2006 — 2008
MS, Electrical Engineering
Institute of Technology and Management 2002 — 2006
BE, Electronics & Communication Engineering
Delhi Public School, Faridabad 1996 — 2002
Science
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management January 2010 - December 2013
Morgan Stanley Smith Barney June 2009 - November 2009
Morgan Stanley February 2008 - May 2009
Comcast June 2008 - August 2008
Secure Meters Limited June 2005 - August 2005
Skills
Wealth Management, Java Enterprise Edition, iBatis, Payment Systems, Requirements Analysis, Business Analysis, Agile Methodologies, Struts, Microsoft SQL Server, Software Project..., Web Services, SQL, Business Process Design, DB2, .NET, C#, Servlets, VBA, Web Development, Java, SDLC, Financial Services, SOA, Banking, Enterprise Architecture, Web Applications
Education
University of Pennsylvania 2006 — 2008
MS, Electrical Engineering
Institute of Technology and Management 2002 — 2006
BE, Electronics & Communication Engineering
Delhi Public School, Faridabad 1996 — 2002
Science
Jeffrey Mains's Morgan Stanley Smith Barney Experience 2009 - 2010
Job
Industry Financial Services
Experience
Goldman Sachs 2010 - Present
Morgan Stanley Smith Barney 2009 - 2010
Citi Smith Barney 2008 - 2009
Citi Smith Barney 2006 - 2008
Bristol-Myers Squibb 2001 - 2006
Skills
Product Management, Financial Services, Corporate Client..., Project Portfolio..., Business Planning, New Business Development, Business Intelligence, Executive Compensation..., Relationship Management, Equity Compensation, Options, Business Process..., Market Research, Marketing Communications, System Design, User Experience, Compensation..., Vendor Management, P & L Ownership, Risk Management, Disability Claims..., Ergonomics, Consulting
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2001
MBA, MS
Indiana University of Pennsylvania 1988 — 1992
BS
Goldman Sachs 2010 - Present
Morgan Stanley Smith Barney 2009 - 2010
Citi Smith Barney 2008 - 2009
Citi Smith Barney 2006 - 2008
Bristol-Myers Squibb 2001 - 2006
Skills
Product Management, Financial Services, Corporate Client..., Project Portfolio..., Business Planning, New Business Development, Business Intelligence, Executive Compensation..., Relationship Management, Equity Compensation, Options, Business Process..., Market Research, Marketing Communications, System Design, User Experience, Compensation..., Vendor Management, P & L Ownership, Risk Management, Disability Claims..., Ergonomics, Consulting
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1999 — 2001
MBA, MS
Indiana University of Pennsylvania 1988 — 1992
BS
Jajati Samal's Morgan Stanley Smith Barney Experience February 2011 - September 2011
Job Global Manager, Application Security Architecture and Strategy at Janssen, Pharma Companies of Johnson and Johnson
Industry Computer Software
Experience
Janssen, Pharmaceutical Companies of Johnson and Johnson January 2014 - Present
Morgan Stanley January 2012 - January 2014
Bed Bath & Beyond September 2011 - January 2012
Morgan Stanley Smith Barney February 2011 - September 2011
KPMG April 2006 - February 2011
DataLinx Corp August 2001 - April 2006
Ascent Computing Inc 2000 - 2001
Telesoft 1998 - 2000
Skills
Kerberos, SSO, Access Management, Identity Management, Identity Federation, DataPower, SOAP, SAML, WS-*, SOA, Enterprise Architecture, Web Services Security, Application Security, Agile, Web Services, Siteminder, IAM, DB2, Information Security, Agile Methodologies, Integration, Security Architecture..., Security, Enterprise Software, Application Architecture, .NET, PKI, Distributed Systems, Solution Architecture
Education
Indian Institute of Technology, Delhi 1996 — 1998
M.Tech, Computer Applications
Utkal University 1993 — 1995
M.S, Mathematics
Janssen, Pharmaceutical Companies of Johnson and Johnson January 2014 - Present
Morgan Stanley January 2012 - January 2014
Bed Bath & Beyond September 2011 - January 2012
Morgan Stanley Smith Barney February 2011 - September 2011
KPMG April 2006 - February 2011
DataLinx Corp August 2001 - April 2006
Ascent Computing Inc 2000 - 2001
Telesoft 1998 - 2000
Skills
Kerberos, SSO, Access Management, Identity Management, Identity Federation, DataPower, SOAP, SAML, WS-*, SOA, Enterprise Architecture, Web Services Security, Application Security, Agile, Web Services, Siteminder, IAM, DB2, Information Security, Agile Methodologies, Integration, Security Architecture..., Security, Enterprise Software, Application Architecture, .NET, PKI, Distributed Systems, Solution Architecture
Education
Indian Institute of Technology, Delhi 1996 — 1998
M.Tech, Computer Applications
Utkal University 1993 — 1995
M.S, Mathematics
Mohan Tummalapalli's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Executive Director, Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citigroup April 1993 - June 2009
Education
Indian Institute of Technology, Madras 1988 — 1990
M. Tech, Electronic Instrumentation
National Institute of Technology Warangal 1983 — 1987
B. Tech, Electronic and Communication
Morgan Stanley Smith Barney June 2009 - Present
Citigroup April 1993 - June 2009
Education
Indian Institute of Technology, Madras 1988 — 1990
M. Tech, Electronic Instrumentation
National Institute of Technology Warangal 1983 — 1987
B. Tech, Electronic and Communication
Robert J. Gonnella's Morgan Stanley Smith Barney Experience December 1999 - December 2009
Job Consultant
Industry Management Consulting
Experience
Morgan Stanley Smith Barney December 1999 - December 2009
Robert J. Gonnella, CPA September 1975 - September 1999
Education
Isenberg School of Management, UMass Amherst 1968 — 1972
Morgan Stanley Smith Barney December 1999 - December 2009
Robert J. Gonnella, CPA September 1975 - September 1999
Education
Isenberg School of Management, UMass Amherst 1968 — 1972
Terri Tanaka, CFA's Morgan Stanley Smith Barney Experience July 2010 - 2011
Job Regional Fixed Income Specialist at Large Financial Services Firm
Industry Investment Management
Experience
Large Financial Services Company July 2012 - Present
Morgan Stanley Smith Barney July 2010 - 2011
NASDAQ Stock Market 2005 - 2007
Cova Financial Services 1998 - 2001
Conning Asset Management 1995 - 1998
General American Life Insurance Company 1987 - 1995
Education
Washington University in St. Louis - Olin Business School 1985 — 1987
MBA, Finance
Indiana University Bloomington 1980 — 1984
BS, Finance
Large Financial Services Company July 2012 - Present
Morgan Stanley Smith Barney July 2010 - 2011
NASDAQ Stock Market 2005 - 2007
Cova Financial Services 1998 - 2001
Conning Asset Management 1995 - 1998
General American Life Insurance Company 1987 - 1995
Education
Washington University in St. Louis - Olin Business School 1985 — 1987
MBA, Finance
Indiana University Bloomington 1980 — 1984
BS, Finance
Terri Cichon's Morgan Stanley Smith Barney Experience June 2008 - August 2012
Job Senior IT Client Services Consultant at QBE North America
Industry Information Technology and Services
Experience
QBE North America February 2013 - Present
Jackson Walker LLP August 2012 - December 2012
Morgan Stanley Smith Barney June 2008 - August 2012
Pinnacle Technical Resources August 2005 - April 2008
Skills
Active Directory, Servers, System Administration, Software Documentation, Troubleshooting, Databases, VoIP, Testing, Customer Service, Microsoft Office, Disaster Recovery, Microsoft Exchange, Account Management, Windows Server, ITIL, Technical Support, Visio, XP, Analysis, Management, Windows XP, Networking, Vendor Management
Education
Illinois State University
QBE North America February 2013 - Present
Jackson Walker LLP August 2012 - December 2012
Morgan Stanley Smith Barney June 2008 - August 2012
Pinnacle Technical Resources August 2005 - April 2008
Skills
Active Directory, Servers, System Administration, Software Documentation, Troubleshooting, Databases, VoIP, Testing, Customer Service, Microsoft Office, Disaster Recovery, Microsoft Exchange, Account Management, Windows Server, ITIL, Technical Support, Visio, XP, Analysis, Management, Windows XP, Networking, Vendor Management
Education
Illinois State University
Sahin Baran's Morgan Stanley Smith Barney Experience 2009 - 2010
Job IT Professional at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley June 2009 - Present
Morgan Stanley Smith Barney 2009 - 2010
Citigroup Inc. January 2000 - June 2009
Skills
Business Analysis, SDLC, Software Project..., SQL, Requirements Analysis, IT Strategy, Risk Management, Project Management, Unix, Vendor Management, Software Development, Microsoft SQL Server, Visio
Education
New York University 2001 — 2005
MS, Computer Science
Pace University 1997 — 2000
MBA, Information Systems and Finance in Investment
İstanbul Teknik Üniversitesi 1991 — 1996
Bachelor of Science, Electronics and Telecommunication
Morgan Stanley June 2009 - Present
Morgan Stanley Smith Barney 2009 - 2010
Citigroup Inc. January 2000 - June 2009
Skills
Business Analysis, SDLC, Software Project..., SQL, Requirements Analysis, IT Strategy, Risk Management, Project Management, Unix, Vendor Management, Software Development, Microsoft SQL Server, Visio
Education
New York University 2001 — 2005
MS, Computer Science
Pace University 1997 — 2000
MBA, Information Systems and Finance in Investment
İstanbul Teknik Üniversitesi 1991 — 1996
Bachelor of Science, Electronics and Telecommunication
Jaisundar Siva's Morgan Stanley Smith Barney Experience September 2001 - Present
Job Executive Director Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2001 - Present
Legg Mason 2005 - 2008
Skills
Separately Managed..., Asset Allocation, Wealth Management, Equities, Fixed Income, Mutual Funds, Alternative Investments, Securities, Asset Management, SDLC, Financial Services, Business Analysis, Trading Systems, Portfolio Management, Risk Management, Capital Markets, Investment Management, Investments
Education
Indian Institute of Technology, Bombay
Morgan Stanley Smith Barney September 2001 - Present
Legg Mason 2005 - 2008
Skills
Separately Managed..., Asset Allocation, Wealth Management, Equities, Fixed Income, Mutual Funds, Alternative Investments, Securities, Asset Management, SDLC, Financial Services, Business Analysis, Trading Systems, Portfolio Management, Risk Management, Capital Markets, Investment Management, Investments
Education
Indian Institute of Technology, Bombay
Patti Heidorn's Morgan Stanley Smith Barney Experience October 2007 - May 2012
Job Financial Advisor at Ameriprise Financial, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2011 - Present
Ameriprise Financial Services, Inc. 2007 - Present
Morgan Stanley Smith Barney October 2007 - May 2012
Education
Illinois State University 1975 — 1979
Bachelor of Science, Mathematics
Glenbard West High School 1971 — 1975
Ameriprise Financial Services, Inc. May 2011 - Present
Ameriprise Financial Services, Inc. 2007 - Present
Morgan Stanley Smith Barney October 2007 - May 2012
Education
Illinois State University 1975 — 1979
Bachelor of Science, Mathematics
Glenbard West High School 1971 — 1975
Jeremy Ohlinger's Morgan Stanley Smith Barney Experience March 2008 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2008 - Present
Education
Indiana Wesleyan University 2002 — 2005
Morgan Stanley Smith Barney March 2008 - Present
Education
Indiana Wesleyan University 2002 — 2005
Gannon, Eileen's Morgan Stanley Smith Barney Experience 1998 - Present
Job Vice President, Wealth Management at Smith Barney
Industry Financial Services
Experience
Smith Barney August 1998 - Present
Morgan Stanley Smith Barney 1998 - Present
Skills
Investments, Wealth Management, Portfolio Management
Education
Iowa State University - College of Business 1989 — 1991
MBA, International Finance
Iowa State University 1983 — 1986
Bachelor of Science, Journalism
Smith Barney August 1998 - Present
Morgan Stanley Smith Barney 1998 - Present
Skills
Investments, Wealth Management, Portfolio Management
Education
Iowa State University - College of Business 1989 — 1991
MBA, International Finance
Iowa State University 1983 — 1986
Bachelor of Science, Journalism
Jagdish shah's Morgan Stanley Smith Barney Experience April 2011 - March 2012
Job Experienced Financial Planning ,budgeting ,Tax Planning and Investment Planning with CPA, CMA and QuickBooks Certified
Industry Accounting
Experience
Morgan Stanley Smith Barney April 2011 - March 2012
Computer Add Ons Inc August 2000 - March 2011
Public and Private companies in India January 1971 - December 2000
private companies in India-2 January 1971 - December 2000
Skills
Strategic Financial..., Finance, Business Planning, Financial Reporting, Strategic Planning, Start-ups, Budgets, Internal Controls, QuickBooks, Financial Accounting, Inventory Control, Accounts Receivable, Accounts Payable, Peachtree, Financial Forecasting, Demand Forecasting, General Ledger, Portfolio Management, Personal Financial..., Strategy, Auditing, Series 63, Financial Analysis, Mutual Funds, Mergers, Forecasting, Risk Management, Team Building, Valuation, Financial Modeling, Banking
Education
NEW YORK STATE 2010 — 2010
Life and Health, Life and Health Insurance
FINRA 2009 — 2010
Series 7 ,66,and 31, Investments and Securities, 4
American Institute of Certified Accountant 2005 — 2007
CPA Exam, Financial Reporting, Audit, Taxation and Regulation, Financial Management
Institute of Cost and Works Accountants of India - ICWAI 1977 — 1982
AICWA, Cost System and Applied Costing, Advanced Accounting, Internal Control, Operation Research, MIS
Institute of Cost and Work Accountants of India 1973 — 1982
AICWA, Cost system, Cost control, Finance Management, Advanced Accounting, Operation Research, MIS
K.C.College , Bombay University 1967 — 1971
B.SC, Statistics and Economics
Morgan Stanley Smith Barney April 2011 - March 2012
Computer Add Ons Inc August 2000 - March 2011
Public and Private companies in India January 1971 - December 2000
private companies in India-2 January 1971 - December 2000
Skills
Strategic Financial..., Finance, Business Planning, Financial Reporting, Strategic Planning, Start-ups, Budgets, Internal Controls, QuickBooks, Financial Accounting, Inventory Control, Accounts Receivable, Accounts Payable, Peachtree, Financial Forecasting, Demand Forecasting, General Ledger, Portfolio Management, Personal Financial..., Strategy, Auditing, Series 63, Financial Analysis, Mutual Funds, Mergers, Forecasting, Risk Management, Team Building, Valuation, Financial Modeling, Banking
Education
NEW YORK STATE 2010 — 2010
Life and Health, Life and Health Insurance
FINRA 2009 — 2010
Series 7 ,66,and 31, Investments and Securities, 4
American Institute of Certified Accountant 2005 — 2007
CPA Exam, Financial Reporting, Audit, Taxation and Regulation, Financial Management
Institute of Cost and Works Accountants of India - ICWAI 1977 — 1982
AICWA, Cost System and Applied Costing, Advanced Accounting, Internal Control, Operation Research, MIS
Institute of Cost and Work Accountants of India 1973 — 1982
AICWA, Cost system, Cost control, Finance Management, Advanced Accounting, Operation Research, MIS
K.C.College , Bombay University 1967 — 1971
B.SC, Statistics and Economics
Gregory Pike's Morgan Stanley Smith Barney Experience November 2007 - April 2011
Job Operations Manager at Julien Farel Group
Industry Financial Services
Experience
Julien Farel Group November 2014 - Present
Independent Consultant April 2013 - Present
Merrill Lynch June 2012 - April 2013
MetLife Investors December 2011 - March 2012
Harrington Capital Management LLC April 2011 - August 2011
Morgan Stanley Smith Barney November 2007 - April 2011
Bear Stearns January 2006 - November 2007
Reebok Sports Club 1996 - 2007
Cantor Fitzgerald August 2005 - January 2006
Skills
Valuation, Finance, Investments, Hedge Funds, Portfolio Management, Venture Capital, Investment Strategies, Retirement Planning, Financial Advisory, Private Equity, Equities, Series 63, Series 7, Strategic Planning, High Net Worth..., Asset Management, Financial Modeling, Investment Banking, Alternative Investments, Strategic Financial..., Fixed Income, Asset Allocation, Capital Markets, Investment Advisory, Securities, Mutual Funds, Wealth Management, New Business Development, Financial Analysis, Financial Planning
Education
Ithaca College
Bachelor's of Science
Julien Farel Group November 2014 - Present
Independent Consultant April 2013 - Present
Merrill Lynch June 2012 - April 2013
MetLife Investors December 2011 - March 2012
Harrington Capital Management LLC April 2011 - August 2011
Morgan Stanley Smith Barney November 2007 - April 2011
Bear Stearns January 2006 - November 2007
Reebok Sports Club 1996 - 2007
Cantor Fitzgerald August 2005 - January 2006
Skills
Valuation, Finance, Investments, Hedge Funds, Portfolio Management, Venture Capital, Investment Strategies, Retirement Planning, Financial Advisory, Private Equity, Equities, Series 63, Series 7, Strategic Planning, High Net Worth..., Asset Management, Financial Modeling, Investment Banking, Alternative Investments, Strategic Financial..., Fixed Income, Asset Allocation, Capital Markets, Investment Advisory, Securities, Mutual Funds, Wealth Management, New Business Development, Financial Analysis, Financial Planning
Education
Ithaca College
Bachelor's of Science
Matthew Toumey's Morgan Stanley Smith Barney Experience March 2010 - August 2010
Job Consultant
Industry Public Policy
Experience
John Hamilton for Mayor 2015 - 2015
Fifth Third Bank October 2010 - June 2012
Morgan Stanley Smith Barney March 2010 - August 2010
Contact By Design April 2008 - October 2009
Schoolhouse Books 2005 - 2008
Skills
Coaching, Salesforce.com, Customer Retention, Graphic Design, Account Management, B2B, Sales, Networking, Training, Business Development, New Business Development, Sales Management, Team Building, Project Management, Strategic Planning
Education
Indiana University Bloomington
BA, Law and Public Policy
John Hamilton for Mayor 2015 - 2015
Fifth Third Bank October 2010 - June 2012
Morgan Stanley Smith Barney March 2010 - August 2010
Contact By Design April 2008 - October 2009
Schoolhouse Books 2005 - 2008
Skills
Coaching, Salesforce.com, Customer Retention, Graphic Design, Account Management, B2B, Sales, Networking, Training, Business Development, New Business Development, Sales Management, Team Building, Project Management, Strategic Planning
Education
Indiana University Bloomington
BA, Law and Public Policy
Paul Cash's Morgan Stanley Smith Barney Experience March 2009 - March 2011
Job Vice President at Kemper Corporation
Industry Insurance
Experience
Kemper Corporation December 2013 - Present
American Family Insurance April 2011 - December 2013
Morgan Stanley Smith Barney March 2009 - March 2011
teardowns.com June 2008 - March 2009
Affirmative Insurance June 2007 - June 2008
Fireman's Fund Insurance Company 1998 - 2007
MetLife 1992 - 1998
Allstate Insurance Company October 1985 - March 1992
Skills
Property & Casualty..., Underwriting, Insurance, Portfolio Management, Strategic Financial..., Risk Management, Commercial Insurance, General Insurance, Umbrella Insurance, Liability, Financial Analysis, Finance, Life Insurance, Strategic Planning, Reinsurance
Education
North Central College 1994 — 1996
MBA, Finance
Illinois State University 1981 — 1985
B.S., Finance
University of California, Berkeley, Haas School of Business
Executive Development
Kemper Corporation December 2013 - Present
American Family Insurance April 2011 - December 2013
Morgan Stanley Smith Barney March 2009 - March 2011
teardowns.com June 2008 - March 2009
Affirmative Insurance June 2007 - June 2008
Fireman's Fund Insurance Company 1998 - 2007
MetLife 1992 - 1998
Allstate Insurance Company October 1985 - March 1992
Skills
Property & Casualty..., Underwriting, Insurance, Portfolio Management, Strategic Financial..., Risk Management, Commercial Insurance, General Insurance, Umbrella Insurance, Liability, Financial Analysis, Finance, Life Insurance, Strategic Planning, Reinsurance
Education
North Central College 1994 — 1996
MBA, Finance
Illinois State University 1981 — 1985
B.S., Finance
University of California, Berkeley, Haas School of Business
Executive Development
Kimberly Regan's Morgan Stanley Smith Barney Experience August 2010 - Present
Job Registered CSA at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2010 - Present
Education
Indiana University-Northwest
Morgan Stanley Smith Barney August 2010 - Present
Education
Indiana University-Northwest
John Stollmeyer's Morgan Stanley Smith Barney Experience July 1994 - February 2010
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2010 - Present
Morgan Stanley Smith Barney July 1994 - February 2010
Dorris and Associates 1992 - 1994
Skills
Investments, Asset Management, Finance, Financial Advisory, Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Management, Asset Allocation, Securities
Education
Indiana University Bloomington 1982 — 1986
BS-SPEA, Business
Raymond James February 2010 - Present
Morgan Stanley Smith Barney July 1994 - February 2010
Dorris and Associates 1992 - 1994
Skills
Investments, Asset Management, Finance, Financial Advisory, Financial Planning, Wealth Management, Retirement Planning, Investment Advisory, Management, Asset Allocation, Securities
Education
Indiana University Bloomington 1982 — 1986
BS-SPEA, Business
Pamella Morrill's Morgan Stanley Smith Barney Experience 1998 - 2005
Job Financial Services
Industry Financial Services
Experience
CHS Business Consultants September 2007 - May 2013
Morgan Stanley Smith Barney 1998 - 2005
Skills
Retirement Planning, Investments, Wealth Management, Equities, Series 65, Financial Modeling, Fixed Income, Uniform Combined State..., Series 7, Securities, Mutual Funds
Education
Iona College 1980 — 1982
MBA, FINANCE
CHS Business Consultants September 2007 - May 2013
Morgan Stanley Smith Barney 1998 - 2005
Skills
Retirement Planning, Investments, Wealth Management, Equities, Series 65, Financial Modeling, Fixed Income, Uniform Combined State..., Series 7, Securities, Mutual Funds
Education
Iona College 1980 — 1982
MBA, FINANCE
Bill Matthew, AFIM's Morgan Stanley Smith Barney Experience 1983 - 1997
Job AVP Trust Investment Officer
Industry Investment Management
Experience
TS Bank January 1998 - Present
Morgan Stanley Smith Barney 1983 - 1997
Skills
Investments, Asset Allocation, Strategic Financial..., Financial Advisory, Wealth Management..., Loans, Mutual Funds, Bonds, Investment Advisory, Retirement, Banking, Retirement Planning, Investment Strategies, Investment Management, High Net Worth..., Estate Planning, Portfolio Management, IRAs, Investment Objectives...
Education
Iowa Western Community College 1980 — 1981
Business Administration and Management, General
University of Nebraska at Omaha
Cannon Financial Institue
Accredited Fiduciary Investment Management,
TS Bank January 1998 - Present
Morgan Stanley Smith Barney 1983 - 1997
Skills
Investments, Asset Allocation, Strategic Financial..., Financial Advisory, Wealth Management..., Loans, Mutual Funds, Bonds, Investment Advisory, Retirement, Banking, Retirement Planning, Investment Strategies, Investment Management, High Net Worth..., Estate Planning, Portfolio Management, IRAs, Investment Objectives...
Education
Iowa Western Community College 1980 — 1981
Business Administration and Management, General
University of Nebraska at Omaha
Cannon Financial Institue
Accredited Fiduciary Investment Management,
Kyle K. Rehm, CIMA®'s Morgan Stanley Smith Barney Experience September 2009 - May 2011
Job Lazard
Industry Financial Services
Experience
Lazard Asset Management November 2013 - Present
Morgan Stanley Wealth Management May 2011 - November 2013
Morgan Stanley Smith Barney September 2009 - May 2011
Douglaston Yacht Club June 2007 - September 2009
Skills
Financial Services, Financial Analysis, Business Development, Risk Management, Relationship Management, Strategic Planning, Business Strategy, Business Analysis, Vendor Management
Education
James Madison University 2002 — 2006
BA, Management
Lazard Asset Management November 2013 - Present
Morgan Stanley Wealth Management May 2011 - November 2013
Morgan Stanley Smith Barney September 2009 - May 2011
Douglaston Yacht Club June 2007 - September 2009
Skills
Financial Services, Financial Analysis, Business Development, Risk Management, Relationship Management, Strategic Planning, Business Strategy, Business Analysis, Vendor Management
Education
James Madison University 2002 — 2006
BA, Management
Srinivas Kurella's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Vice President Content Management Technologies at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citigroup March 2008 - June 2009
UBS Financial Services July 2002 - March 2008
CoSine Communications July 2000 - June 2002
PaineWebber June 1999 - June 2000
AT&T November 1997 - June 1999
NCR Corporation May 1993 - October 1997
Education
Indian Institute of Technology, Madras
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
New Jersey Institute of Technology
MS, Computer Science
Morgan Stanley Smith Barney June 2009 - Present
Citigroup March 2008 - June 2009
UBS Financial Services July 2002 - March 2008
CoSine Communications July 2000 - June 2002
PaineWebber June 1999 - June 2000
AT&T November 1997 - June 1999
NCR Corporation May 1993 - October 1997
Education
Indian Institute of Technology, Madras
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
New Jersey Institute of Technology
MS, Computer Science
Surya Srinivas Duvvuri PMP®'s Morgan Stanley Smith Barney Experience November 1999 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 1999 - Present
Morgan Stanley Smith Barney 1999 - Present
Citi 1999 - 2010
Hewlett Packard [Asia-Pacific], Singapore 1997 - 1998
Fujitsu ICIM January 1996 - June 1997
Education
Stevens Institute of Technology 2005 — 2007
Masters, Information Management
Indian Statistical Institute 1993 — 1995
Masters, Operations Research
Jawaharlal Nehru Technological University 1989 — 1993
Bachelor's, Mechanical Engineering
Morgan Stanley Smith Barney November 1999 - Present
Morgan Stanley Smith Barney 1999 - Present
Citi 1999 - 2010
Hewlett Packard [Asia-Pacific], Singapore 1997 - 1998
Fujitsu ICIM January 1996 - June 1997
Education
Stevens Institute of Technology 2005 — 2007
Masters, Information Management
Indian Statistical Institute 1993 — 1995
Masters, Operations Research
Jawaharlal Nehru Technological University 1989 — 1993
Bachelor's, Mechanical Engineering
Mustafa Pachisa's Morgan Stanley Smith Barney Experience July 2010 - November 2010
Job VP at Bank of America
Industry Financial Services
Experience
Bank of America April 2014 - Present
Citibank November 2010 - March 2014
Morgan Stanley Smith Barney July 2010 - November 2010
UBS 2005 - 2010
Infosys 2004 - 2006
Nucsoft Ltd January 2003 - January 2004
Medicomp Technologies September 2000 - December 2002
Education
St Paul's School Udaipur 1987 — 1995
Jai Narain Vyas University
Bank of America April 2014 - Present
Citibank November 2010 - March 2014
Morgan Stanley Smith Barney July 2010 - November 2010
UBS 2005 - 2010
Infosys 2004 - 2006
Nucsoft Ltd January 2003 - January 2004
Medicomp Technologies September 2000 - December 2002
Education
St Paul's School Udaipur 1987 — 1995
Jai Narain Vyas University
Rebecca Ress's Morgan Stanley Smith Barney Experience Chaia Chapter AdvisorB'nai B'rith InternationalAugust 2009 - Present
Job Registered Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney Chaia Chapter AdvisorB'nai B'rith InternationalAugust 2009 - Present
Orange Community Education and Recreation September 1995 - Present
Education
Indiana University Bloomington 1998 — 2009
BGS, Arts & Humanities
Morgan Stanley Smith Barney Chaia Chapter AdvisorB'nai B'rith InternationalAugust 2009 - Present
Orange Community Education and Recreation September 1995 - Present
Education
Indiana University Bloomington 1998 — 2009
BGS, Arts & Humanities
Sarah Sigfusson's Morgan Stanley Smith Barney Experience July 2009 - August 2009
Job Relationship Manager Corporate Banking at Northern Trust Corporation
Industry Banking
Experience
Northern Trust Corporation September 2015 - Present
Northern Trust Corporation September 2014 - September 2015
MB Financial Bank July 2013 - August 2014
MB Financial Bank July 2011 - July 2013
Apparel Media Group May 2010 - August 2010
Morgan Stanley Smith Barney July 2009 - August 2009
Skills
Finance, Microsoft Excel, Access, PowerPoint, Underwriting, Financial Analysis, Credit, Financial Modeling, Banking, Commercial Banking, Credit Analysis, Risk Management, Capital Markets, Business Development
Education
Indiana University - Kelley School of Business 2008 — 2011
Bachelor of Science in Business, Finance
Richmond, The American International University in London-Florence Center 2010 — 2010
Study Abroad, Florence, Italy (Spring Semester)
Hinsdale Central
Northern Trust Corporation September 2015 - Present
Northern Trust Corporation September 2014 - September 2015
MB Financial Bank July 2013 - August 2014
MB Financial Bank July 2011 - July 2013
Apparel Media Group May 2010 - August 2010
Morgan Stanley Smith Barney July 2009 - August 2009
Skills
Finance, Microsoft Excel, Access, PowerPoint, Underwriting, Financial Analysis, Credit, Financial Modeling, Banking, Commercial Banking, Credit Analysis, Risk Management, Capital Markets, Business Development
Education
Indiana University - Kelley School of Business 2008 — 2011
Bachelor of Science in Business, Finance
Richmond, The American International University in London-Florence Center 2010 — 2010
Study Abroad, Florence, Italy (Spring Semester)
Hinsdale Central
Ameen Shallal's Morgan Stanley Smith Barney Experience May 2005 - August 2005
Job Program Director at Dream Careers Inc.
Industry Human Resources
Experience
Dream Careers Inc. October 2010 - Present
WTAS LLC August 2008 - October 2010
WaveLight, Inc. May 2007 - October 2007
Northwestern Mutual June 2006 - June 2007
Morgan Stanley Smith Barney May 2005 - August 2005
Skills
Entrepreneurship, Sales, Financial Modeling, Financial Analysis, Investments, Strategy, Leadership, Marketing, Finance, Budgets, Management, Strategic Planning, Market Research, Microsoft Office, Business Development, Economics, Valuation, Event Planning, Public Speaking, Social Media, PowerPoint, Microsoft Excel
Education
James Madison University 2004 — 2008
B.B.A, Finance
James Madison University 2004 — 2008
Finance, Economics
Dream Careers Inc. October 2010 - Present
WTAS LLC August 2008 - October 2010
WaveLight, Inc. May 2007 - October 2007
Northwestern Mutual June 2006 - June 2007
Morgan Stanley Smith Barney May 2005 - August 2005
Skills
Entrepreneurship, Sales, Financial Modeling, Financial Analysis, Investments, Strategy, Leadership, Marketing, Finance, Budgets, Management, Strategic Planning, Market Research, Microsoft Office, Business Development, Economics, Valuation, Event Planning, Public Speaking, Social Media, PowerPoint, Microsoft Excel
Education
James Madison University 2004 — 2008
B.B.A, Finance
James Madison University 2004 — 2008
Finance, Economics
Roger Moynahan's Morgan Stanley Smith Barney Experience March 2012 - September 2012
Job Owner at RM Consulting Group LLC
Industry Banking
Experience
RM Consulting Group LLC January 2010 - Present
Morgan Stanley-Smith Barney March 2012 - September 2012
Wells Fargo Home Mortgage August 2010 - February 2012
Farmers State Bank July 2000 - December 2006
Skills
Banking, Banking Solutions, Financial Transactions, Consultants, Faciltation, Teaching Classes, TeamViewer, netw, Auditing, Real Estate Educator, Real Estate Broker
Education
Indiana University South Bend
AB,MSBA, MBA, Business Management and Education
RM Consulting Group LLC January 2010 - Present
Morgan Stanley-Smith Barney March 2012 - September 2012
Wells Fargo Home Mortgage August 2010 - February 2012
Farmers State Bank July 2000 - December 2006
Skills
Banking, Banking Solutions, Financial Transactions, Consultants, Faciltation, Teaching Classes, TeamViewer, netw, Auditing, Real Estate Educator, Real Estate Broker
Education
Indiana University South Bend
AB,MSBA, MBA, Business Management and Education
Jill Roudebush's Morgan Stanley Smith Barney Experience May 2006 - August 2008
Job Benefit Solutions US, LLC
Industry Financial Services
Experience
Benefit Solutions August 2010 - Present
Premier Events August 2008 - November 2009
Morgan Stanley Smith Barney May 2006 - August 2008
Skills
Life & Health Insurance...
Education
Indiana University Bloomington 2002 — 2006
College of Arts and Sciences
Florida State University-International Program 2005 — 2005
Benefit Solutions August 2010 - Present
Premier Events August 2008 - November 2009
Morgan Stanley Smith Barney May 2006 - August 2008
Skills
Life & Health Insurance...
Education
Indiana University Bloomington 2002 — 2006
College of Arts and Sciences
Florida State University-International Program 2005 — 2005
Earl Bailey's Morgan Stanley Smith Barney Experience April 2011 - December 2012
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2013 - Present
Morgan Stanley Smith Barney April 2011 - December 2012
Investors Capital Corporation April 2010 - September 2010
Deutsche Bank August 2008 - August 2009
Rye Town Hilton August 2007 - August 2008
Skills
Microsoft Excel, Microsoft Word, Bloomberg, Advent, Access, PowerPoint, Trading, Investments, Securities, Fixed Income, Vlookup, MS Excel Pivot Tables
Education
Iona College 2002 — 2007
Bachelor of Business Administration, Management
Merrill Lynch April 2013 - Present
Morgan Stanley Smith Barney April 2011 - December 2012
Investors Capital Corporation April 2010 - September 2010
Deutsche Bank August 2008 - August 2009
Rye Town Hilton August 2007 - August 2008
Skills
Microsoft Excel, Microsoft Word, Bloomberg, Advent, Access, PowerPoint, Trading, Investments, Securities, Fixed Income, Vlookup, MS Excel Pivot Tables
Education
Iona College 2002 — 2007
Bachelor of Business Administration, Management
Darren Sinatro's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Investment Banking Associate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2014 - Present
Societe Generale July 2011 - April 2014
Morgan Stanley Smith Barney May 2010 - August 2010
Education
University of Pennsylvania 2007 — 2011
BA, Economics and French Studies
The Hackley School 1998 — 2007
Institut d'Etudes Politiques de Lyon
BA, Finance
Goldman Sachs April 2014 - Present
Societe Generale July 2011 - April 2014
Morgan Stanley Smith Barney May 2010 - August 2010
Education
University of Pennsylvania 2007 — 2011
BA, Economics and French Studies
The Hackley School 1998 — 2007
Institut d'Etudes Politiques de Lyon
BA, Finance
Shreya Canakapalli's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Institutional Consultant at DiMeo Schneider & Associates
Industry Financial Services
Experience
DiMeo Schneider & Associates August 2014 - Present
DiMeo Schneider & Associates October 2012 - August 2014
Northern Trust Hedge Fund Services July 2011 - October 2012
Morgan Stanley Smith Barney June 2010 - August 2010
Karvy Stock Broking Limited June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science
Overseas School of Colombo
DiMeo Schneider & Associates August 2014 - Present
DiMeo Schneider & Associates October 2012 - August 2014
Northern Trust Hedge Fund Services July 2011 - October 2012
Morgan Stanley Smith Barney June 2010 - August 2010
Karvy Stock Broking Limited June 2009 - August 2009
Education
Indiana University - Kelley School of Business 2007 — 2011
Bachelor of Science
Overseas School of Colombo
Tianna Gray's Morgan Stanley Smith Barney Experience December 2011 - May 2012
Job Sales and Customer Service Rep at Bank of America
Industry Banking
Experience
Morgan Stanley Smith Barney December 2011 - May 2012
Bank of America 2008 - 2010
Education
Indiana State University 2003 — 2007
Bachelor of Science, Business Management
Morgan Stanley Smith Barney December 2011 - May 2012
Bank of America 2008 - 2010
Education
Indiana State University 2003 — 2007
Bachelor of Science, Business Management
Nancy McMillin's Morgan Stanley Smith Barney Experience 1983 - 1988
Job Technical writing, clothing alterations. at Self employed
Industry E-Learning
Experience
CU Boulder 2004 - Present
Self employed 1980 - Present
Computers for Tracks 2000 - 2002
Intelligo, Inc. 1997 - 2000
Bramalea 1995 - 1998
Richmond Amer Homes/MDC Holdings 1995 - 1997
Morgan Stanley Smith Barney 1983 - 1988
Education
Iowa State University
Minnesota State University, Mankato
CU Boulder 2004 - Present
Self employed 1980 - Present
Computers for Tracks 2000 - 2002
Intelligo, Inc. 1997 - 2000
Bramalea 1995 - 1998
Richmond Amer Homes/MDC Holdings 1995 - 1997
Morgan Stanley Smith Barney 1983 - 1988
Education
Iowa State University
Minnesota State University, Mankato
Christine Koontz, ChFC's Morgan Stanley Smith Barney Experience 2010 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2010 - Present
BB&T 2005 - 2010
Title Companies 2003 - 2005
T Rowe Price 2001 - 2002
GE Financial Assurance (GEFA) 1998 - 2000
Education
The American College 2009 — 2010
ChFC, Financial Planning
The American College 2007 — 2008
CFP, Financial Planning
Indiana University Bloomington 1989 — 1996
BA, Political Science
Indiana University Bloomington 1989 — 1996
BA, Journalism
Morgan Stanley Smith Barney 2010 - Present
BB&T 2005 - 2010
Title Companies 2003 - 2005
T Rowe Price 2001 - 2002
GE Financial Assurance (GEFA) 1998 - 2000
Education
The American College 2009 — 2010
ChFC, Financial Planning
The American College 2007 — 2008
CFP, Financial Planning
Indiana University Bloomington 1989 — 1996
BA, Political Science
Indiana University Bloomington 1989 — 1996
BA, Journalism
Gene De Soiza's Morgan Stanley Smith Barney Experience March 1992 - Present
Job Senior VicePresident at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 1992 - Present
Education
Iona College 1974 — 1977
BBA, Marketing
Morgan Stanley Smith Barney March 1992 - Present
Education
Iona College 1974 — 1977
BBA, Marketing
Kristina Lange's Morgan Stanley Smith Barney Experience 1984 - 1992
Job Kristina Lange Marketing
Industry Marketing and Advertising
Experience
Kristina Lange Marketing 2009 - Present
Animal Rescue Fund of the Hamptons 1999 - 2009
God's Love We Deliver 1996 - 1999
Lord Abbett 1992 - 1995
Morgan Stanley Smith Barney 1984 - 1992
Education
Ithaca College 1980 — 1984
BS, Business Management
Kristina Lange Marketing 2009 - Present
Animal Rescue Fund of the Hamptons 1999 - 2009
God's Love We Deliver 1996 - 1999
Lord Abbett 1992 - 1995
Morgan Stanley Smith Barney 1984 - 1992
Education
Ithaca College 1980 — 1984
BS, Business Management
Frank LaPierre's Morgan Stanley Smith Barney Experience August 2010 - December 2012
Job Business Owner at LogiHub Services, LLC
Industry Logistics and Supply Chain
Experience
LogiHub Services, LLC August 2014 - Present
Integrated Billing Solutions, Inc March 2012 - July 2015
Comprehensive Resource Partners, LLC 2011 - 2014
Morgan Stanley Smith Barney August 2010 - December 2012
Skills
Revenue Cycle Management, Investment Strategies, Due Diligence, Private Equity, Budgets, Business Strategy, Management, 401k, Customer Service, IRAs, Credit, Strategy, Process Improvement, Team Building, Forecasting, Small Business, Strategic Planning, Investments, Marketing, Financial Advisory, Asset Management, Microsoft Excel, Asset Managment, Strategic Financial..., Marketing Strategy, Business Planning, Financial Analysis, Finance, Leadership, Analysis
Education
Western Michigan University 1982 — 1984
Masters of Business Administration, Finance and Marketing
Indiana University Bloomington 1976 — 1980
Bachelor of Science (BS)
LogiHub Services, LLC August 2014 - Present
Integrated Billing Solutions, Inc March 2012 - July 2015
Comprehensive Resource Partners, LLC 2011 - 2014
Morgan Stanley Smith Barney August 2010 - December 2012
Skills
Revenue Cycle Management, Investment Strategies, Due Diligence, Private Equity, Budgets, Business Strategy, Management, 401k, Customer Service, IRAs, Credit, Strategy, Process Improvement, Team Building, Forecasting, Small Business, Strategic Planning, Investments, Marketing, Financial Advisory, Asset Management, Microsoft Excel, Asset Managment, Strategic Financial..., Marketing Strategy, Business Planning, Financial Analysis, Finance, Leadership, Analysis
Education
Western Michigan University 1982 — 1984
Masters of Business Administration, Finance and Marketing
Indiana University Bloomington 1976 — 1980
Bachelor of Science (BS)
Ray Gault, Jr. CLU®'s Morgan Stanley Smith Barney Experience May 2010 - December 2010
Job Sales Vice President at Capitas Financial
Industry Financial Services
Experience
Capitas Financial 2015 - Present
Prudential Financial January 2014 - December 2014
Lincoln Financial Distributors July 2012 - November 2013
Lincoln Financial Distributors January 2011 - July 2012
Morgan Stanley Smith Barney May 2010 - December 2010
Skills
Insurance, Retirement, Retirement Planning, Fixed Annuities, Life Insurance, Long Term Care Insurance, Estate Planning, Investments, Business Continuity..., Financial Planners, Wealth, Financial Planning, Series 63, Financial Advisory, Long-term Care, Sales
Education
Jacksonville University 2006 — 2010
Bachelors of Business Administration, Finance, Marketing
Manatee High School 2002 — 2006
Capitas Financial 2015 - Present
Prudential Financial January 2014 - December 2014
Lincoln Financial Distributors July 2012 - November 2013
Lincoln Financial Distributors January 2011 - July 2012
Morgan Stanley Smith Barney May 2010 - December 2010
Skills
Insurance, Retirement, Retirement Planning, Fixed Annuities, Life Insurance, Long Term Care Insurance, Estate Planning, Investments, Business Continuity..., Financial Planners, Wealth, Financial Planning, Series 63, Financial Advisory, Long-term Care, Sales
Education
Jacksonville University 2006 — 2010
Bachelors of Business Administration, Finance, Marketing
Manatee High School 2002 — 2006
Miriam Gentile's Morgan Stanley Smith Barney Experience Portfolio AssociateMorgan Stanley Wealth Management2012 - Present
Job Portfolio Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney Portfolio AssociateMorgan Stanley Wealth Management2012 - Present
Skills
Series 7, Risk Management, Asset Management, Securities, Series 63, Portfolio Management, Wealth Management, Series 9, Series 10
Education
Iona College 1978 — 1982
Iona College 1978 — 1982
BBA, Marketing
Cardinal Spellman
Morgan Stanley Smith Barney Portfolio AssociateMorgan Stanley Wealth Management2012 - Present
Skills
Series 7, Risk Management, Asset Management, Securities, Series 63, Portfolio Management, Wealth Management, Series 9, Series 10
Education
Iona College 1978 — 1982
Iona College 1978 — 1982
BBA, Marketing
Cardinal Spellman
John Morano's Morgan Stanley Smith Barney Experience Project CoordinatorPresidioJuly 2015 - Present
Job Project Coordinator at CompuCom
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney Project CoordinatorPresidioJuly 2015 - Present
CompuCom 2014 - Present
Skills
Microsoft Office, Management
Education
Iona College
Bachelor of Business Administration (B.B.A.), Computer/Information Technology Administration and Management
Morgan Stanley Smith Barney Project CoordinatorPresidioJuly 2015 - Present
CompuCom 2014 - Present
Skills
Microsoft Office, Management
Education
Iona College
Bachelor of Business Administration (B.B.A.), Computer/Information Technology Administration and Management
Jeff Czajka's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Cost Accountant at Nestlé USA
Industry Financial Services
Experience
Nestlé USA September 2012 - Present
Morgan Stanley Smith Barney 2010 - 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Accounting, English, Windows, Analysis, Budgets, Data Analysis, Financial Reporting, Time Management, Outlook
Education
Illinois Wesleyan University 2008 — 2012
Bachelor of Arts (B.A.), Finance, General
Nestlé USA September 2012 - Present
Morgan Stanley Smith Barney 2010 - 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Social Media, Accounting, English, Windows, Analysis, Budgets, Data Analysis, Financial Reporting, Time Management, Outlook
Education
Illinois Wesleyan University 2008 — 2012
Bachelor of Arts (B.A.), Finance, General
Ched Klein's Morgan Stanley Smith Barney Experience August 1990 - November 2013
Job VP Corporate Equity Solutions at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Morgan Stanley Smith Barney August 1990 - November 2013
Education
Indiana University Bloomington 1977 — 1979
Master's degree, Mathematics
State University of New York at Albany 1972 — 1976
Bachelor of Science (BS), Mathematics
Morgan Stanley November 2013 - Present
Morgan Stanley Smith Barney August 1990 - November 2013
Education
Indiana University Bloomington 1977 — 1979
Master's degree, Mathematics
State University of New York at Albany 1972 — 1976
Bachelor of Science (BS), Mathematics
Richard Mirenda's Morgan Stanley Smith Barney Experience SVPCiti GroupJanuary 1994 - June 2009
Job VP at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney SVPCiti GroupJanuary 1994 - June 2009
Education
Pace University - Lubin School of Business 1994 — 1999
MBA, Managerial Finance
Iona College 1988 — 1992
BBA, Management
Morgan Stanley Smith Barney SVPCiti GroupJanuary 1994 - June 2009
Education
Pace University - Lubin School of Business 1994 — 1999
MBA, Managerial Finance
Iona College 1988 — 1992
BBA, Management
Nick Rigby's Morgan Stanley Smith Barney Experience December 1994 - August 1997
Job Vice President at Harvest Volatility Management LLC
Industry Financial Services
Experience
Harvest Volatility Management LLC March 2013 - Present
UBS Investment Bank July 2012 - March 2013
UBS Investment Bank February 2008 - April 2011
UBS Investment Bank July 2001 - February 2008
NorthCoast Asset Management (formerly Trendlogic Associates, Inc.) August 1997 - July 2001
Morgan Stanley Smith Barney December 1994 - August 1997
Education
Ithaca College 1990 — 1994
Bachelor of Science, Applied Psychology
Harvest Volatility Management LLC March 2013 - Present
UBS Investment Bank July 2012 - March 2013
UBS Investment Bank February 2008 - April 2011
UBS Investment Bank July 2001 - February 2008
NorthCoast Asset Management (formerly Trendlogic Associates, Inc.) August 1997 - July 2001
Morgan Stanley Smith Barney December 1994 - August 1997
Education
Ithaca College 1990 — 1994
Bachelor of Science, Applied Psychology
Jamie Turitz's Morgan Stanley Smith Barney Experience June 2011 - October 2012
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2012 - Present
Morgan Stanley Smith Barney June 2011 - October 2012
Morgan Stanley Smith Barney June 2009 - August 2010
Skills
Series 7, Series 63, Uniform Combined State..., Financial Analysis, Retirement Planning, Bloomberg, Alternative Investments, Financial Modeling, Hedge Funds, Financial Advisory, Microsoft Excel, Finance, Valuation, PowerPoint, Microsoft Office
Education
Indiana University - Kelley School of Business 2007 — 2011
BS, Finance
J.P. Morgan October 2012 - Present
Morgan Stanley Smith Barney June 2011 - October 2012
Morgan Stanley Smith Barney June 2009 - August 2010
Skills
Series 7, Series 63, Uniform Combined State..., Financial Analysis, Retirement Planning, Bloomberg, Alternative Investments, Financial Modeling, Hedge Funds, Financial Advisory, Microsoft Excel, Finance, Valuation, PowerPoint, Microsoft Office
Education
Indiana University - Kelley School of Business 2007 — 2011
BS, Finance
Rich Mirenda's Morgan Stanley Smith Barney Experience June 2009 - Present
Job VP Finance
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Salomon Smith Barney January 1994 - June 2009
Skills
Financial Analysis, Financial Reporting, Reporting & Analysis, Corporate Finance, Performance Reporting, Expense Management, Forecasting, Financial Control
Education
Pace University - Lubin School of Business 1995 — 1999
MBA, Financial Management
Iona College 1988 — 1992
BA, Financial Managment
Morgan Stanley Smith Barney June 2009 - Present
Salomon Smith Barney January 1994 - June 2009
Skills
Financial Analysis, Financial Reporting, Reporting & Analysis, Corporate Finance, Performance Reporting, Expense Management, Forecasting, Financial Control
Education
Pace University - Lubin School of Business 1995 — 1999
MBA, Financial Management
Iona College 1988 — 1992
BA, Financial Managment
Richard Mirenda's Morgan Stanley Smith Barney Experience June 2009 - Present
Job VP at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Global Corp Services June 2009 - Present
Morgan Stanley Smith Barney January 1994 - Present
Morgan Stanley 2009 - 2013
Citi December 2007 - June 2009
Citi January 1994 - June 2009
Citi October 2002 - December 2007
Smith Barney May 2001 - October 2002
Smith Barney March 1999 - May 2001
Smith Barney February 1997 - March 1999
Skills
Analysis, Financial Reporting, Management, Budgets, Operations Management, Staff Development, Financial Analysis, Corporate FP&A, KPI Reports, KPI Dashboards, Accounts Payable, Vendor Management
Education
Pace University 1995 — 1999
Master of Business Administration, Managerial Finance
Iona College 1988 — 1992
Bachelor of Business Administration, Finance, General
Morgan Stanley Smith Barney June 2009 - Present
Global Corp Services June 2009 - Present
Morgan Stanley Smith Barney January 1994 - Present
Morgan Stanley 2009 - 2013
Citi December 2007 - June 2009
Citi January 1994 - June 2009
Citi October 2002 - December 2007
Smith Barney May 2001 - October 2002
Smith Barney March 1999 - May 2001
Smith Barney February 1997 - March 1999
Skills
Analysis, Financial Reporting, Management, Budgets, Operations Management, Staff Development, Financial Analysis, Corporate FP&A, KPI Reports, KPI Dashboards, Accounts Payable, Vendor Management
Education
Pace University 1995 — 1999
Master of Business Administration, Managerial Finance
Iona College 1988 — 1992
Bachelor of Business Administration, Finance, General
Laura Debo's Morgan Stanley Smith Barney Experience June 2005 - November 2007
Job Director at Peak Mountain Group
Industry Financial Services
Experience
Peak Mountain Group April 2007 - Present
Morgan Stanley Smith Barney June 2005 - November 2007
Education
Indiana University Bloomington 2001 — 2004
BS
Peak Mountain Group April 2007 - Present
Morgan Stanley Smith Barney June 2005 - November 2007
Education
Indiana University Bloomington 2001 — 2004
BS
Vishwas Bharadwaj's Morgan Stanley Smith Barney Experience July 2009 - Present
Job Senior .net developer
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney July 2009 - Present
Education
IIM Ahmedabad
Master of Business Administration (MBA)
R. V. College of Engineering, Bangalore
Bachelor of Engineering (B.Eng.)
Morgan Stanley Smith Barney July 2009 - Present
Education
IIM Ahmedabad
Master of Business Administration (MBA)
R. V. College of Engineering, Bangalore
Bachelor of Engineering (B.Eng.)
Ajay Desai's Morgan Stanley Smith Barney Experience November 2005 - November 2011
Job Managing Director UBS Private Wealth Management
Industry Financial Services
Experience
UBS November 2011 - Present
Morgan Stanley Smith Barney November 2005 - November 2011
Merrill Lynch August 1999 - November 2004
Accenture May 1991 - March 1993
Education
University of Chicago 1995 — 1998
Masters of Business Administration, Finance, Accounting
Iowa State University 1986 — 1991
Bachelor of Business Administration, Finance
UBS November 2011 - Present
Morgan Stanley Smith Barney November 2005 - November 2011
Merrill Lynch August 1999 - November 2004
Accenture May 1991 - March 1993
Education
University of Chicago 1995 — 1998
Masters of Business Administration, Finance, Accounting
Iowa State University 1986 — 1991
Bachelor of Business Administration, Finance
Jeyavikneswari Poolamadai Jegadeeshwaran's Morgan Stanley Smith Barney Experience July 2010 - April 2013
Job Senior Technical Consultant at UPS
Industry Financial Services
Experience
UPS April 2013 - Present
Morgan Stanley Smith Barney July 2010 - April 2013
Hewlett-Packard September 2005 - January 2010
IBM July 2004 - September 2005
L&T Infotech December 2002 - July 2004
Education
Madurai Kamaraj University 1998 — 2001
Bachelor of Science (B.Sc.), Computer Science
Indira Gandhi National Open University
Master of Computer Applications (M.C.A.), Mathematics and Computer Science
UPS April 2013 - Present
Morgan Stanley Smith Barney July 2010 - April 2013
Hewlett-Packard September 2005 - January 2010
IBM July 2004 - September 2005
L&T Infotech December 2002 - July 2004
Education
Madurai Kamaraj University 1998 — 2001
Bachelor of Science (B.Sc.), Computer Science
Indira Gandhi National Open University
Master of Computer Applications (M.C.A.), Mathematics and Computer Science
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.