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
Betty (Cadena) Gonzalez Betty (Cadena) Gonzalez's Morgan Stanley Smith Barney Experience November 2007 - August 2009
Job Registered Operations Leader at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Southwest Securities August 2009 - June 2012
Morgan Stanley Smith Barney November 2007 - August 2009
Raymond James July 2005 - November 2007
Morgan Stanley Smith Barney May 1998 - July 2005
Skills
Series 7, Series 63, FINRA, Series 65, Mutual Funds, Retirement Income..., Annuities, Asset Allocation, Securities, Trading, Financial Services
Education
Kaplan University 2014 — 2015
Financial Planning Education Program
The University of Texas-Pan American 1988 — 1994
Bachelor’s Degree, Computer Information Systems
Ameriprise Financial Services, Inc. June 2012 - Present
Southwest Securities August 2009 - June 2012
Morgan Stanley Smith Barney November 2007 - August 2009
Raymond James July 2005 - November 2007
Morgan Stanley Smith Barney May 1998 - July 2005
Skills
Series 7, Series 63, FINRA, Series 65, Mutual Funds, Retirement Income..., Annuities, Asset Allocation, Securities, Trading, Financial Services
Education
Kaplan University 2014 — 2015
Financial Planning Education Program
The University of Texas-Pan American 1988 — 1994
Bachelor’s Degree, Computer Information Systems
Amanda Liew's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Media & Telecom Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC July 2013 - September 2015
Jefferies LLC May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
University of Pennsylvania January 2011 - May 2011
The San Diego Foundation June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Financial Modeling, Microsoft Office, PowerPoint, Digital Photography, Blogging, Microsoft Word, Social Media, Leadership, Research, Adobe Bridge, Photoshop, WordPress, Squarespace, Public Speaking, Philanthropy, Marketing, DCF, Capital IQ
Education
University of Pennsylvania 2009 — 2013
Bachelor of Science (B.S.), Finance and Marketing
King's College London, U. of London 2011 — 2011
La Jolla High School 2005 — 2009
Jefferies LLC July 2013 - September 2015
Jefferies LLC May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
University of Pennsylvania January 2011 - May 2011
The San Diego Foundation June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Financial Modeling, Microsoft Office, PowerPoint, Digital Photography, Blogging, Microsoft Word, Social Media, Leadership, Research, Adobe Bridge, Photoshop, WordPress, Squarespace, Public Speaking, Philanthropy, Marketing, DCF, Capital IQ
Education
University of Pennsylvania 2009 — 2013
Bachelor of Science (B.S.), Finance and Marketing
King's College London, U. of London 2011 — 2011
La Jolla High School 2005 — 2009
Ryne Ely Ryne Ely's Morgan Stanley Smith Barney Experience September 2011 - January 2013
Job Director at Morgan Stanley Wealth Management
Industry Information Technology and Services
Experience
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney September 2011 - January 2013
Morgan Stanley Smith Barney September 2008 - September 2011
Jacob Fleming Group January 2008 - June 2008
Chipotle Mexican Grill January 2006 - January 2008
Skills
Customer Relations, Customer Service, Web Project Management, International Project..., Event Planning, Talent Development, Training & Development, Team Building, Employee Training, Process Improvement, Talent Management
Education
Kent State University 2003 — 2007
BA, Marketing, Double Minor in Management and Sociology
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney September 2011 - January 2013
Morgan Stanley Smith Barney September 2008 - September 2011
Jacob Fleming Group January 2008 - June 2008
Chipotle Mexican Grill January 2006 - January 2008
Skills
Customer Relations, Customer Service, Web Project Management, International Project..., Event Planning, Talent Development, Training & Development, Team Building, Employee Training, Process Improvement, Talent Management
Education
Kent State University 2003 — 2007
BA, Marketing, Double Minor in Management and Sociology
Hilary Ly's Morgan Stanley Smith Barney Experience March 2012 - June 2012
Job Associate, Financial Services Advisory at KPMG
Industry Financial Services
Experience
KPMG US August 2013 - Present
KPMG US June 2012 - August 2012
Morgan Stanley Smith Barney March 2012 - June 2012
Skills
Microsoft SQL Server, Anti Money Laundering, Business Intelligence, Banking, Project Management, Relational Databases, Microsoft Excel, Financial Services, Data Analysis, Econometrics, Windows Sharepoint..., Financial Econometrics, MS Project, Microsoft Visio, Strategy, Stata, Financial Modeling, QlikView Development, SSIS, SSRS, Adobe Dreamweaver
Education
University of California, Los Angeles 2009 — 2012
BA Business Economics
Occidental College 2008 — 2009
Torrey Pines High School 2004 — 2008
High School Diploma
John Cabot University
John Cabot University
KPMG US August 2013 - Present
KPMG US June 2012 - August 2012
Morgan Stanley Smith Barney March 2012 - June 2012
Skills
Microsoft SQL Server, Anti Money Laundering, Business Intelligence, Banking, Project Management, Relational Databases, Microsoft Excel, Financial Services, Data Analysis, Econometrics, Windows Sharepoint..., Financial Econometrics, MS Project, Microsoft Visio, Strategy, Stata, Financial Modeling, QlikView Development, SSIS, SSRS, Adobe Dreamweaver
Education
University of California, Los Angeles 2009 — 2012
BA Business Economics
Occidental College 2008 — 2009
Torrey Pines High School 2004 — 2008
High School Diploma
John Cabot University
John Cabot University
Vicki Soyars Vicki Soyars's Morgan Stanley Smith Barney Experience September 1991 - April 2013
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. April 2014 - Present
Ameriprise Financial Services, Inc. April 2013 - April 2014
Morgan Stanley Smith Barney September 1991 - April 2013
Education
Strayer University (VA) 2011 — 2015
Bachelor of Business Administration (BBA), Finance/Economics, 4.0
Kent State University at Ashtabula 1987 — 1989
Business/Accounting
Ameriprise Financial Services, Inc. April 2014 - Present
Ameriprise Financial Services, Inc. April 2013 - April 2014
Morgan Stanley Smith Barney September 1991 - April 2013
Education
Strayer University (VA) 2011 — 2015
Bachelor of Business Administration (BBA), Finance/Economics, 4.0
Kent State University at Ashtabula 1987 — 1989
Business/Accounting
Kimberly Neely Kimberly Neely's Morgan Stanley Smith Barney Experience February 1992 - March 1993
Job Financial Operations Principal at FINOP Services LLC
Industry Financial Services
Experience
FINOP Services LLC October 2012 - Present
The Handyman, Inc. May 2010 - Present
A.G. Edwards & Sons, Inc. November 1993 - June 2004
BayBanks Brokerage Co. March 1993 - October 1993
Morgan Stanley Smith Barney February 1992 - March 1993
Putnam Investments November 1989 - February 1992
Education
University of New Hampshire - Whittemore School of Business and Economics 1985 — 1989
B.A., Economics, Business Administration
Landmark Education
Landmark Forum, The Advanced Course
San Diego State University-California State University
Economics
FINOP Services LLC October 2012 - Present
The Handyman, Inc. May 2010 - Present
A.G. Edwards & Sons, Inc. November 1993 - June 2004
BayBanks Brokerage Co. March 1993 - October 1993
Morgan Stanley Smith Barney February 1992 - March 1993
Putnam Investments November 1989 - February 1992
Education
University of New Hampshire - Whittemore School of Business and Economics 1985 — 1989
B.A., Economics, Business Administration
Landmark Education
Landmark Forum, The Advanced Course
San Diego State University-California State University
Economics
Laterese Abner Laterese Abner's Morgan Stanley Smith Barney Experience March 2007 - Present
Job Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2007 - Present
Hanna Cylinders November 2004 - November 2006
US Navy August 1992 - September 2004
Education
Kaplan University 2011 — 2013
Bachelor of Science (B.S.), Accounting
Strayer University-Florida 2009 — 2011
Morgan Stanley Smith Barney March 2007 - Present
Hanna Cylinders November 2004 - November 2006
US Navy August 1992 - September 2004
Education
Kaplan University 2011 — 2013
Bachelor of Science (B.S.), Accounting
Strayer University-Florida 2009 — 2011
Andersson Petter Andersson Petter's Morgan Stanley Smith Barney Experience January 2010 - June 2010
Job Controller at Buck
Industry Higher Education
Experience
Buck September 2015 - Present
Paradox Entertainment July 2014 - August 2015
Buffalo 8 Productions March 2013 - January 2014
Coyote Logistics September 2010 - March 2013
Chicago Sister Cities International June 2010 - December 2012
Morgan Stanley Smith Barney January 2010 - June 2010
Scott Balice Strategies August 2008 - December 2008
Handelsbanken May 2007 - August 2007
Skills
Film Production, Film Finance, Independent Film, Finance, Project Management, Financial Analysis, Microsoft Excel, Market Research, Financial Modeling, Budgets, Business Strategy, Due Diligence, Risk Analysis, Economics, Pricing, Microsoft Office, Investments, Portfolio Management, Analysis, Credit, PowerPoint, Microsoft Word, Customer Service, Equity Valuation, Business Development
Education
Lake Forest College 2006 — 2010
BA, Finance & International Relations
Buck September 2015 - Present
Paradox Entertainment July 2014 - August 2015
Buffalo 8 Productions March 2013 - January 2014
Coyote Logistics September 2010 - March 2013
Chicago Sister Cities International June 2010 - December 2012
Morgan Stanley Smith Barney January 2010 - June 2010
Scott Balice Strategies August 2008 - December 2008
Handelsbanken May 2007 - August 2007
Skills
Film Production, Film Finance, Independent Film, Finance, Project Management, Financial Analysis, Microsoft Excel, Market Research, Financial Modeling, Budgets, Business Strategy, Due Diligence, Risk Analysis, Economics, Pricing, Microsoft Office, Investments, Portfolio Management, Analysis, Credit, PowerPoint, Microsoft Word, Customer Service, Equity Valuation, Business Development
Education
Lake Forest College 2006 — 2010
BA, Finance & International Relations
Soledad McCarthy Soledad McCarthy's Morgan Stanley Smith Barney Experience May 2011 - December 2011
Job Adjunct Instructor at Skyline College
Industry Higher Education
Experience
Skyline College August 2012 - Present
Skyline College February 2012 - Present
Morgan Stanley Smith Barney May 2011 - December 2011
Morgan Stanley Smith Barney July 2006 - May 2011
RMG Partners 2000 - 2006
First Security Van Kasper 2000 - 2000
Skills
Employee Hiring, Personnel Recruiting, Interviewing, Client Services, Series 7, Program Management, PowerPoint, Microsoft Office, Recruiting, Personnel Selection, Financial Services, Healthcare, Interviews, Leadership, Community Outreach, Marketing, Public Speaking, Training, Teaching, Event Planning, Leadership Development, Nonprofits, Research, Fundraising, Data Entry, Program Development
Education
Keller Graduate School of Management of DeVry University 2003 — 2005
MBA, MBA
Saint Ignatius College Preparatory
General, High School
San Diego State University-California State University
BS, Psychology, English
Skyline College August 2012 - Present
Skyline College February 2012 - Present
Morgan Stanley Smith Barney May 2011 - December 2011
Morgan Stanley Smith Barney July 2006 - May 2011
RMG Partners 2000 - 2006
First Security Van Kasper 2000 - 2000
Skills
Employee Hiring, Personnel Recruiting, Interviewing, Client Services, Series 7, Program Management, PowerPoint, Microsoft Office, Recruiting, Personnel Selection, Financial Services, Healthcare, Interviews, Leadership, Community Outreach, Marketing, Public Speaking, Training, Teaching, Event Planning, Leadership Development, Nonprofits, Research, Fundraising, Data Entry, Program Development
Education
Keller Graduate School of Management of DeVry University 2003 — 2005
MBA, MBA
Saint Ignatius College Preparatory
General, High School
San Diego State University-California State University
BS, Psychology, English
Nicole Solomon's Morgan Stanley Smith Barney Experience 1994 - 1995
Job OFT Team Lead at Netsmart Technologies
Industry Real Estate
Experience
Netsmart Technologies April 2015 - Present
Netsmart Technologies April 2014 - Present
Kansas City Regional Homes, Inc. February 2014 - Present
Reece and Nichols October 1998 - February 2014
CareFusion November 2010 - October 2013
Showcase Publishing 1995 - 1996
Morgan Stanley Smith Barney 1994 - 1995
Skills
Selling, Real Estate Transactions, Real Estate, Investment Properties, Contract Negotiation, Negotiation, Sales, Marketing, Relocation, Customer Service, Sales Management, First Time Home Buyers, Sellers, Strategic Planning, Residential Homes, Marketing Strategy, Short Sales, Foreclosures, New Business Development, Investments, Team Building, Sales Operations, Management, Leadership, Advertising, Online Marketing, Project Management, Time Management, Small Business, Analysis, Customer Satisfaction
Education
Kansas State University 1990 — 1994
BSBA, HR and Mktng
Kapaun Mt. Carmel 1988 — 1990
Netsmart Technologies April 2015 - Present
Netsmart Technologies April 2014 - Present
Kansas City Regional Homes, Inc. February 2014 - Present
Reece and Nichols October 1998 - February 2014
CareFusion November 2010 - October 2013
Showcase Publishing 1995 - 1996
Morgan Stanley Smith Barney 1994 - 1995
Skills
Selling, Real Estate Transactions, Real Estate, Investment Properties, Contract Negotiation, Negotiation, Sales, Marketing, Relocation, Customer Service, Sales Management, First Time Home Buyers, Sellers, Strategic Planning, Residential Homes, Marketing Strategy, Short Sales, Foreclosures, New Business Development, Investments, Team Building, Sales Operations, Management, Leadership, Advertising, Online Marketing, Project Management, Time Management, Small Business, Analysis, Customer Satisfaction
Education
Kansas State University 1990 — 1994
BSBA, HR and Mktng
Kapaun Mt. Carmel 1988 — 1990
Brooks Chiongbian Brooks Chiongbian's Morgan Stanley Smith Barney Experience January 2010 - January 2011
Job Financial Representative
Industry Financial Services
Experience
COUNTRY Financial® December 2013 - May 2014
JPMorgan Chase October 2012 - March 2014
JPMorgan Chase August 2011 - October 2012
Morgan Stanley Smith Barney January 2010 - January 2011
Master Private Equity December 2009 - January 2010
The Quality Group June 2008 - September 2008
Grand Slam USA January 2004 - August 2007
Skills
Training, Valuation, Sales, Finance, Market Research
Education
University of San Francisco 2009 — 2011
Bachelors of Science, Business Administration
Lane Community College 2007 — 2009
Marist High School 2003 — 2007
COUNTRY Financial® December 2013 - May 2014
JPMorgan Chase October 2012 - March 2014
JPMorgan Chase August 2011 - October 2012
Morgan Stanley Smith Barney January 2010 - January 2011
Master Private Equity December 2009 - January 2010
The Quality Group June 2008 - September 2008
Grand Slam USA January 2004 - August 2007
Skills
Training, Valuation, Sales, Finance, Market Research
Education
University of San Francisco 2009 — 2011
Bachelors of Science, Business Administration
Lane Community College 2007 — 2009
Marist High School 2003 — 2007
David Schweitzer, CFA's Morgan Stanley Smith Barney Experience 1995 - 1996
Job Branch Manager/Investment Advisor at Raymond James Financial Services, Inc. member FINRA/SIPC
Industry Investment Management
Experience
Schweitzer Capital Group, LLC, an independent firm, at RJFS, Inc., member FINRA/SIPC June 1996 - Present
Morgan Stanley Smith Barney 1995 - 1996
Michigan National Bank 1993 - 1995
First of America 1990 - 1993
First of Michigan 1986 - 1990
Manufacturers National Bank 1984 - 1986
Skills
Investments, Equities, Finance, Fixed Income, Management, Portfolio Management, Wealth Management, Asset Management, Financial Analysis, Customer Service, Banking, Sales, Team Building, Public Speaking
Education
Lake Superior State University 1979 — 1983
B.S.-Finance/Economics/Accounting
CFA Institute
CFA, Investment Finance
Schweitzer Capital Group, LLC, an independent firm, at RJFS, Inc., member FINRA/SIPC June 1996 - Present
Morgan Stanley Smith Barney 1995 - 1996
Michigan National Bank 1993 - 1995
First of America 1990 - 1993
First of Michigan 1986 - 1990
Manufacturers National Bank 1984 - 1986
Skills
Investments, Equities, Finance, Fixed Income, Management, Portfolio Management, Wealth Management, Asset Management, Financial Analysis, Customer Service, Banking, Sales, Team Building, Public Speaking
Education
Lake Superior State University 1979 — 1983
B.S.-Finance/Economics/Accounting
CFA Institute
CFA, Investment Finance
Lauren Enzor Lauren Enzor's Morgan Stanley Smith Barney Experience September 1999 - October 2001
Job Account Executive at Office Max
Industry Business Supplies and Equipment
Experience
Office Max September 2009 - Present
Paychex June 2007 - August 2009
Boise Office Solutions January 2002 - June 2007
Morgan Stanley Smith Barney September 1999 - October 2001
Skills
Cold Calling, Account Management, Solution Selling, Sales Process, Salesforce.com, New Business Development, B2B, Sales Management, Direct Sales, Sales, Selling, Sales Presentations, C-Level Sales, C-Level Relationships, Cross Selling
Education
Messiah College 1996 — 1999
Bachelors, International Business
Kentucky Christian College 1995 — 1996
Bachelor's degree, Business
Office Max September 2009 - Present
Paychex June 2007 - August 2009
Boise Office Solutions January 2002 - June 2007
Morgan Stanley Smith Barney September 1999 - October 2001
Skills
Cold Calling, Account Management, Solution Selling, Sales Process, Salesforce.com, New Business Development, B2B, Sales Management, Direct Sales, Sales, Selling, Sales Presentations, C-Level Sales, C-Level Relationships, Cross Selling
Education
Messiah College 1996 — 1999
Bachelors, International Business
Kentucky Christian College 1995 — 1996
Bachelor's degree, Business
Chris Rie Chris Rie's Morgan Stanley Smith Barney Experience January 2000 - February 2001
Job Project Manager at Crest Connect Communications Inc.
Industry Information Technology and Services
Experience
Crest Connect Communications Inc. January 2000 - Present
Morgan Stanley Smith Barney January 2000 - February 2001
Cresthill Industries October 1977 - January 2000
Skills
Cross-functional Team..., Product Management, CRM, Account Management, Project Management, Budgets, Team Building, Market Research, Project Portfolio..., Product Development, Contract Negotiation, Management, Strategic Planning, New Business Development, Business Analysis, Sales, Vendor Management, Leadership Development, Business Development, Leadership, Marketing Strategy, Online Marketing, IT Management, Management Consulting, Networking, Security, Program Management, Business Intelligence, Business Process..., Business Strategy, Entrepreneurship, Microsoft Excel, Troubleshooting, Teamwork, Outsourcing, Team Management, Microsoft Office, Strategy, Email Marketing, Team Leadership
Education
Kenyon College 1973 — 1977
BS, Economics
Crest Connect Communications Inc. January 2000 - Present
Morgan Stanley Smith Barney January 2000 - February 2001
Cresthill Industries October 1977 - January 2000
Skills
Cross-functional Team..., Product Management, CRM, Account Management, Project Management, Budgets, Team Building, Market Research, Project Portfolio..., Product Development, Contract Negotiation, Management, Strategic Planning, New Business Development, Business Analysis, Sales, Vendor Management, Leadership Development, Business Development, Leadership, Marketing Strategy, Online Marketing, IT Management, Management Consulting, Networking, Security, Program Management, Business Intelligence, Business Process..., Business Strategy, Entrepreneurship, Microsoft Excel, Troubleshooting, Teamwork, Outsourcing, Team Management, Microsoft Office, Strategy, Email Marketing, Team Leadership
Education
Kenyon College 1973 — 1977
BS, Economics
Jamie Zeitz Jamie Zeitz's Morgan Stanley Smith Barney Experience 2007 - 2009
Job Account Development Representative at ARI
Industry Automotive
Experience
ARI March 2014 - Present
ARI October 2012 - Present
ARI April 2011 - October 2012
Holtec International May 2010 - April 2011
The Lion Foundation September 2009 - May 2010
Morgan Stanley Smith Barney 2007 - 2009
Skills
Analysis, Recruiting, Training, Management, Operations Management, Access, Interviews, Customer Retention, Employee Relations, Automotive
Education
La Salle University 2013 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Messiah College 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
ARI March 2014 - Present
ARI October 2012 - Present
ARI April 2011 - October 2012
Holtec International May 2010 - April 2011
The Lion Foundation September 2009 - May 2010
Morgan Stanley Smith Barney 2007 - 2009
Skills
Analysis, Recruiting, Training, Management, Operations Management, Access, Interviews, Customer Retention, Employee Relations, Automotive
Education
La Salle University 2013 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Messiah College 2006 — 2010
Bachelor of Applied Science (B.A.Sc.), Business Administration and Management, General
Angela R. Miller's Morgan Stanley Smith Barney Experience November 2001 - August 2010
Job Glasband,Stempel & Associates, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2010 - Present
Morgan Stanley Smith Barney November 2001 - August 2010
Skills
Wealth Management, Banking, Mutual Funds, Asset Management, Asset Allocation, Investments, Portfolio Management, Securities, Retirement Planning, Series 63
Education
Lambuth University 1994 — 1998
Bachelor of Business Administration (BBA), Business Administration and Management, General
Merrill Lynch 2010 - Present
Morgan Stanley Smith Barney November 2001 - August 2010
Skills
Wealth Management, Banking, Mutual Funds, Asset Management, Asset Allocation, Investments, Portfolio Management, Securities, Retirement Planning, Series 63
Education
Lambuth University 1994 — 1998
Bachelor of Business Administration (BBA), Business Administration and Management, General
Mildred Babb Mildred Babb's Morgan Stanley Smith Barney Experience January 2010 - December 2011
Job CERTIFIED FINANCIAL PLANNER (TM), CFP(R), Vice PresidentInvestment Officer, Financial Advisor
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC May 2012 - Present
Morgan Stanley Smith Barney January 2010 - December 2011
FirstMerit Bank July 2005 - December 2009
CFP®, FirstMerit Wealth Management Services July 2005 - December 2009
FirstMerit Bank 2005 - 2009
Merrill Lynch January 1999 - January 2005
KeyBank November 1998 - November 1999
KeyBank January 1996 - November 1998
KeyBank August 1994 - January 1996
KeyBank January 1989 - August 1994
Skills
Wealth Management, Investments, Retirement Planning, Finance, Financial Services, Financial Advisory
Education
Kent State University 1981 — 1986
BBA, Marketing
Immaculate Heart of Mary School Endowment Board, Cuyahoga
President
Kent State University
BBA, Marketing
WELLS FARGO ADVISORS, LLC May 2012 - Present
Morgan Stanley Smith Barney January 2010 - December 2011
FirstMerit Bank July 2005 - December 2009
CFP®, FirstMerit Wealth Management Services July 2005 - December 2009
FirstMerit Bank 2005 - 2009
Merrill Lynch January 1999 - January 2005
KeyBank November 1998 - November 1999
KeyBank January 1996 - November 1998
KeyBank August 1994 - January 1996
KeyBank January 1989 - August 1994
Skills
Wealth Management, Investments, Retirement Planning, Finance, Financial Services, Financial Advisory
Education
Kent State University 1981 — 1986
BBA, Marketing
Immaculate Heart of Mary School Endowment Board, Cuyahoga
President
Kent State University
BBA, Marketing
Paul S. Zaccaria Paul S. Zaccaria's Morgan Stanley Smith Barney Experience August 2010 - September 2012
Job Regional Vice President at CĪON Securities, LLC
Industry Financial Services
Experience
CĪON Securities, LLC June 2014 - Present
ICON Investments April 2014 - June 2014
ICON Investments October 2012 - April 2014
Morgan Stanley September 2012 - October 2012
Morgan Stanley Smith Barney August 2010 - September 2012
Skills
FINRA Series 7 License, FINRA Series 63 License, FINRA, Training, Marketing, Leadership, Customer Service, Event Planning, Microsoft Excel, Microsoft Office, Social Media Marketing
Education
Johnson & Wales University 2006 — 2010
Bachelor of Science, Business Management
CĪON Securities, LLC June 2014 - Present
ICON Investments April 2014 - June 2014
ICON Investments October 2012 - April 2014
Morgan Stanley September 2012 - October 2012
Morgan Stanley Smith Barney August 2010 - September 2012
Skills
FINRA Series 7 License, FINRA Series 63 License, FINRA, Training, Marketing, Leadership, Customer Service, Event Planning, Microsoft Excel, Microsoft Office, Social Media Marketing
Education
Johnson & Wales University 2006 — 2010
Bachelor of Science, Business Management
Peter Becci Peter Becci's Morgan Stanley Smith Barney Experience December 2001 - October 2010
Job Digital Marketing w/ a concentrating on ROI. Specializing in SEO, SEM & Social Media
Industry Marketing and Advertising
Experience
Colloquy / Kaplan Inc May 2014 - Present
Inbound Effect Inc June 2008 - June 2015
SEO Revolution August 2012 - February 2013
Atlas Cruises and Tours January 2010 - March 2012
Morgan Stanley Smith Barney December 2001 - October 2010
Bridges Of America January 2000 - October 2001
Atlas Cruises and Tours 1999 - 2001
JMX Technologies October 1999 - November 2000
Information Technology Solutions April 1996 - November 1999
PC Systems January 1991 - January 1995
Skills
Link Building, Landing Page..., PPC Bid Management, Google Adwords, Conversion Optimization, SEO, SEM, ROI Optimization, HTML, Team Building, Server Technology, Web Hosting, Affiliate Marketing, Marketing Strategy, Social Media Marketing, PPC, Web Marketing, Online Advertising, Email Marketing, Marketing, Online Marketing, Google Analytics, Digital Marketing, Advertising, Youth Mentoring
Education
Kaplan University 2015 — 2017
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Valencia College 1996 — 1997
General Studies
Cardinal Newman High School 1991 — 1995
Colloquy / Kaplan Inc May 2014 - Present
Inbound Effect Inc June 2008 - June 2015
SEO Revolution August 2012 - February 2013
Atlas Cruises and Tours January 2010 - March 2012
Morgan Stanley Smith Barney December 2001 - October 2010
Bridges Of America January 2000 - October 2001
Atlas Cruises and Tours 1999 - 2001
JMX Technologies October 1999 - November 2000
Information Technology Solutions April 1996 - November 1999
PC Systems January 1991 - January 1995
Skills
Link Building, Landing Page..., PPC Bid Management, Google Adwords, Conversion Optimization, SEO, SEM, ROI Optimization, HTML, Team Building, Server Technology, Web Hosting, Affiliate Marketing, Marketing Strategy, Social Media Marketing, PPC, Web Marketing, Online Advertising, Email Marketing, Marketing, Online Marketing, Google Analytics, Digital Marketing, Advertising, Youth Mentoring
Education
Kaplan University 2015 — 2017
Bachelor’s Degree, Business, Management, Marketing, and Related Support Services
Valencia College 1996 — 1997
General Studies
Cardinal Newman High School 1991 — 1995
Scott Coppeto, JD, CFP, CLU, CLTC's Morgan Stanley Smith Barney Experience May 2007 - March 2012
Job Advanced Planning Solutions Specialist, Insurance & Estate Planning
Industry Financial Services
Experience
Capitas Financial February 2012 - Present
Morgan Stanley Smith Barney May 2007 - March 2012
The Hartford 2005 - 2007
Merrill Lynch 2000 - 2002
Prudential Financial 1996 - 1999
PA Department of Banking & Insurance 1995 - 1995
Skills
Estate Planning, Succession Planning, Multi-generational..., Business Continuity..., Life Insurance, Long Term Care Insurance, Key Person Insurance, Retirement Planning, Trusts, High Net Worth..., Insurance, Asset Protection
Education
Widener University School of Law (PA) 1992 — 1995
Doctor of Law (J.D.)
King's College 1986 — 1990
Bachelor of Arts (B.A.)
Capitas Financial February 2012 - Present
Morgan Stanley Smith Barney May 2007 - March 2012
The Hartford 2005 - 2007
Merrill Lynch 2000 - 2002
Prudential Financial 1996 - 1999
PA Department of Banking & Insurance 1995 - 1995
Skills
Estate Planning, Succession Planning, Multi-generational..., Business Continuity..., Life Insurance, Long Term Care Insurance, Key Person Insurance, Retirement Planning, Trusts, High Net Worth..., Insurance, Asset Protection
Education
Widener University School of Law (PA) 1992 — 1995
Doctor of Law (J.D.)
King's College 1986 — 1990
Bachelor of Arts (B.A.)
Amy Hanley (Salomone) Amy Hanley (Salomone)'s Morgan Stanley Smith Barney Experience June 1999 - December 1999
Job Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2015 - Present
BNY Mellon May 2011 - February 2015
Longbow Research January 2011 - May 2011
Hanley & Associates March 2007 - December 2010
Prudential Equity Group February 2005 - March 2007
Prudential Equity Group November 2003 - February 2005
Prudential Equity Group December 1999 - November 2003
Morgan Stanley Smith Barney June 1999 - December 1999
Education
John Carroll University
BSBA, Finance
BNY Mellon February 2015 - Present
BNY Mellon May 2011 - February 2015
Longbow Research January 2011 - May 2011
Hanley & Associates March 2007 - December 2010
Prudential Equity Group February 2005 - March 2007
Prudential Equity Group November 2003 - February 2005
Prudential Equity Group December 1999 - November 2003
Morgan Stanley Smith Barney June 1999 - December 1999
Education
John Carroll University
BSBA, Finance
Jelveh Pedraza Jelveh Pedraza's Morgan Stanley Smith Barney Experience July 2008 - February 2011
Job Private Wealth Advisor & Senior Portfolio Manager at Palizban Pedraza Wealth Advisors
Industry Financial Services
Experience
Palizban Pedraza Wealth Advisors January 2015 - Present
Merrill Lynch February 2011 - January 2015
Morgan Stanley Smith Barney July 2008 - February 2011
Demos USA 1986 - 1989
Pari Corporation 1985 - 1989
Harris Bank 1982 - 1984
Xerox Corporation 1981 - 1982
Caspian Oriental Rugs 1981 - 1982
Skills
Portfolio Management, Wealth Management, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Series 7, Risk Management, Finance, Securities, Insurance, Estate Planning, Alternative Investments, Financial Analysis, Banking, Wealth Management..., Strategic Planning, Small Business, Life Insurance, Training, Business Strategy, Investment Strategies, Asset Management, Business Development, Due Diligence, Investment Management, Financial Planning
Education
The University of Chicago 1980 — 1982
Booth School of Business
Lake Forest College 1977 — 1980
B.A., Economics, Politics
Palizban Pedraza Wealth Advisors January 2015 - Present
Merrill Lynch February 2011 - January 2015
Morgan Stanley Smith Barney July 2008 - February 2011
Demos USA 1986 - 1989
Pari Corporation 1985 - 1989
Harris Bank 1982 - 1984
Xerox Corporation 1981 - 1982
Caspian Oriental Rugs 1981 - 1982
Skills
Portfolio Management, Wealth Management, Retirement Planning, Investments, Strategic Financial..., Mutual Funds, Series 7, Risk Management, Finance, Securities, Insurance, Estate Planning, Alternative Investments, Financial Analysis, Banking, Wealth Management..., Strategic Planning, Small Business, Life Insurance, Training, Business Strategy, Investment Strategies, Asset Management, Business Development, Due Diligence, Investment Management, Financial Planning
Education
The University of Chicago 1980 — 1982
Booth School of Business
Lake Forest College 1977 — 1980
B.A., Economics, Politics
Louise Storm Louise Storm's Morgan Stanley Smith Barney Experience September 2006 - June 2007
Job Director, Office of the CEO at The Case Foundation
Industry Philanthropy
Experience
The Case Foundation June 2007 - Present
Morgan Stanley Smith Barney September 2006 - June 2007
William Gallagher Associates December 2003 - August 2006
McLean Bible Church December 2001 - August 2003
DAS Management LLC July 2000 - September 2001
La Vida Center for Outdoor Education and Leadership May 1997 - June 1999
Skills
Event Planning, Nonprofits, Philanthropy, Social Media, Editing, Project Management, Research, Marketing, Strategic Planning, Fundraising, Office Management, Social Media Marketing, Strategic Communications, Community Outreach, Blogging, French, Leadership, Writing, Mentoring
Education
James Madison University 1995 — 1999
BA, History & Modern Foreign Language (French)
The Case Foundation June 2007 - Present
Morgan Stanley Smith Barney September 2006 - June 2007
William Gallagher Associates December 2003 - August 2006
McLean Bible Church December 2001 - August 2003
DAS Management LLC July 2000 - September 2001
La Vida Center for Outdoor Education and Leadership May 1997 - June 1999
Skills
Event Planning, Nonprofits, Philanthropy, Social Media, Editing, Project Management, Research, Marketing, Strategic Planning, Fundraising, Office Management, Social Media Marketing, Strategic Communications, Community Outreach, Blogging, French, Leadership, Writing, Mentoring
Education
James Madison University 1995 — 1999
BA, History & Modern Foreign Language (French)
Ryland T Corry Ryland T Corry's Morgan Stanley Smith Barney Experience July 2003 - January 2009
Job Financial Advisor / Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC August 2012 - Present
Oppenheimer & Co. January 2009 - August 2012
Morgan Stanley Smith Barney July 2003 - January 2009
Prudential Financial July 2000 - July 2003
Skills
Investment Strategies, Trading, Retirement Planning, Fixed Income Strategies, Risk Management, Securities, Stock Market Analysis, Wealth Preservation...
Education
Johnson & Wales University 1992 — 1996
B.S., Business
Woodlands 1989 — 1992
H.S.
Wells Fargo Advisors LLC August 2012 - Present
Oppenheimer & Co. January 2009 - August 2012
Morgan Stanley Smith Barney July 2003 - January 2009
Prudential Financial July 2000 - July 2003
Skills
Investment Strategies, Trading, Retirement Planning, Fixed Income Strategies, Risk Management, Securities, Stock Market Analysis, Wealth Preservation...
Education
Johnson & Wales University 1992 — 1996
B.S., Business
Woodlands 1989 — 1992
H.S.
Tanya Newkirk Tanya Newkirk's Morgan Stanley Smith Barney Experience May 2008 - Present
Job Senior Administrative Assistant at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2008 - Present
Merrill Lynch December 1999 - July 2006
Skills
Outlook, Administrative..., Microsoft Excel, PowerPoint, Spreadsheets, Access, Lotus Notes, Microsoft Word, Series 7, Microsoft Office, Visio, PeopleSoft
Education
Kean University
Business Administration and Management, General
Morgan Stanley Smith Barney May 2008 - Present
Merrill Lynch December 1999 - July 2006
Skills
Outlook, Administrative..., Microsoft Excel, PowerPoint, Spreadsheets, Access, Lotus Notes, Microsoft Word, Series 7, Microsoft Office, Visio, PeopleSoft
Education
Kean University
Business Administration and Management, General
Gerald Becker Gerald Becker's Morgan Stanley Smith Barney Experience January 1992 - April 2009
Job Licensed Banker
Industry Banking
Experience
Citizens Bank March 2015 - Present
DexMedia September 2013 - December 2014
1847Financial January 2012 - August 2013
First Financial Group July 2011 - February 2012
GPB Investments Inc. April 2009 - December 2009
Morgan Stanley Smith Barney January 1992 - April 2009
Skills
New Business Development, Marketing Strategy, Marketing Communications, Public Speaking, Advertising, Cold Calling, Customer Service, Finance, Financial Modeling, Financial Services, Investments, Loans, Management, Marketing, Retirement Planning, Sales Management, Social Media, Strategic Financial..., Strategic Planning
Education
La Salle University - School of Business Administration 1976 — 1986
MBA, Finance
Saint Joseph's University 1972 — 1976
B.S., Management/Marketing
Citizens Bank March 2015 - Present
DexMedia September 2013 - December 2014
1847Financial January 2012 - August 2013
First Financial Group July 2011 - February 2012
GPB Investments Inc. April 2009 - December 2009
Morgan Stanley Smith Barney January 1992 - April 2009
Skills
New Business Development, Marketing Strategy, Marketing Communications, Public Speaking, Advertising, Cold Calling, Customer Service, Finance, Financial Modeling, Financial Services, Investments, Loans, Management, Marketing, Retirement Planning, Sales Management, Social Media, Strategic Financial..., Strategic Planning
Education
La Salle University - School of Business Administration 1976 — 1986
MBA, Finance
Saint Joseph's University 1972 — 1976
B.S., Management/Marketing
Lorene Fairbanks's Morgan Stanley Smith Barney Experience November 1998 - August 2006
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2012 - Present
Merrill Lynch August 2006 - February 2012
Morgan Stanley Smith Barney November 1998 - August 2006
Morgan Stanley Smith Barney June 1993 - November 1998
Education
Youngstown State University 1989 — 1991
BSBA, Marketing/Marketing Management, General
Kent State University 1986 — 1989
Ameriprise Financial Services, Inc. June 2012 - Present
Merrill Lynch August 2006 - February 2012
Morgan Stanley Smith Barney November 1998 - August 2006
Morgan Stanley Smith Barney June 1993 - November 1998
Education
Youngstown State University 1989 — 1991
BSBA, Marketing/Marketing Management, General
Kent State University 1986 — 1989
Jim McCoy, CIMA Jim McCoy, CIMA's Morgan Stanley Smith Barney Experience August 2007 - April 2011
Job Managing Director Global Private Client Group
Industry Financial Services
Experience
Nuveen Investments April 2011 - Present
Morgan Stanley Smith Barney August 2007 - April 2011
UBS Wealth Management 2001 - 2007
Dreyfus 2000 - 2002
Nuveen Investments July 1991 - August 1997
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Wealth Management, Asset Management, Portfolio Management, ETFs, Capital Markets, Public Speaking, Separately Managed..., Securities, Fixed Income, Financial Planning, Hedge Funds, Estate Planning, Trading, Coaching, Executive Management, Series 66, Compliance, Series 6, Due Diligence, Series 24
Education
Lake Forest College 1987 — 1991
Wheeling High School 1984 — 1987
Nuveen Investments April 2011 - Present
Morgan Stanley Smith Barney August 2007 - April 2011
UBS Wealth Management 2001 - 2007
Dreyfus 2000 - 2002
Nuveen Investments July 1991 - August 1997
Skills
Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Wealth Management, Asset Management, Portfolio Management, ETFs, Capital Markets, Public Speaking, Separately Managed..., Securities, Fixed Income, Financial Planning, Hedge Funds, Estate Planning, Trading, Coaching, Executive Management, Series 66, Compliance, Series 6, Due Diligence, Series 24
Education
Lake Forest College 1987 — 1991
Wheeling High School 1984 — 1987
Michelle Pardue Michelle Pardue's Morgan Stanley Smith Barney Experience April 1993 - April 1998
Job Principal/Owner at Council Settlement Group
Industry Insurance
Experience
Council Settlement Group February 2009 - Present
MP Consulting April 1998 - February 2009
Morgan Stanley Smith Barney April 1993 - April 1998
Skills
Financial Services, Fixed Annuities, Insurance, Settlement, Leadership, Small Business, Litigation, Life Insurance, Personal Injury, Strategic Planning, Medicare, Investments, Management, Sales, Customer Service, Finance
Education
Lamar University 1982 — 1985
Bachelor of Business Administration (BBA), Accounting and Business/Management
Council Settlement Group February 2009 - Present
MP Consulting April 1998 - February 2009
Morgan Stanley Smith Barney April 1993 - April 1998
Skills
Financial Services, Fixed Annuities, Insurance, Settlement, Leadership, Small Business, Litigation, Life Insurance, Personal Injury, Strategic Planning, Medicare, Investments, Management, Sales, Customer Service, Finance
Education
Lamar University 1982 — 1985
Bachelor of Business Administration (BBA), Accounting and Business/Management
Natalie F. Davis Natalie F. Davis's Morgan Stanley Smith Barney Experience February 2010 - Present
Job Wealth Manager
Industry Investment Management
Experience
Morgan Stanley Smith Barney February 2010 - Present
Johnston, Lemon & Co. Inc. June 1989 - February 2010
Education
James Madison University 1985 — 1989
Bachelor of Science (BS)
Morgan Stanley Smith Barney February 2010 - Present
Johnston, Lemon & Co. Inc. June 1989 - February 2010
Education
James Madison University 1985 — 1989
Bachelor of Science (BS)
Wayne Lomicky, CFA Wayne Lomicky, CFA's Morgan Stanley Smith Barney Experience April 2010 - June 2011
Job Executive Vice President Operations, Financial Planners Group of America
Industry Financial Services
Experience
IBN Financial Services January 2015 - Present
Financial Planners Group of America July 2013 - January 2015
Lehigh Valley Financial Group August 2011 - August 2012
Morgan Stanley Smith Barney April 2010 - June 2011
Russell Investments 2008 - 2009
Russell Investments 2002 - 2009
Russell Investments 2004 - 2008
Russell Investments 2002 - 2004
Skills
Financial Planners, Estate Planning, Retirement, Analysis, Portfolio Management, Retirement Planning, Mutual Funds, Finance, Equities, Wealth Management, Investment Strategies, Asset Management, Employee Benefits, Asset Allocation, Budgets
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance and Statistics & Operations Research
James Madison University 1989 — 1993
Bachelor of Science, Mathematics
IBN Financial Services January 2015 - Present
Financial Planners Group of America July 2013 - January 2015
Lehigh Valley Financial Group August 2011 - August 2012
Morgan Stanley Smith Barney April 2010 - June 2011
Russell Investments 2008 - 2009
Russell Investments 2002 - 2009
Russell Investments 2004 - 2008
Russell Investments 2002 - 2004
Skills
Financial Planners, Estate Planning, Retirement, Analysis, Portfolio Management, Retirement Planning, Mutual Funds, Finance, Equities, Wealth Management, Investment Strategies, Asset Management, Employee Benefits, Asset Allocation, Budgets
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance and Statistics & Operations Research
James Madison University 1989 — 1993
Bachelor of Science, Mathematics
Frank LaRosa Frank LaRosa's Morgan Stanley Smith Barney Experience December 2010 - May 2011
Job Founder/Chief Executive Officer at Elite Market Concepts,llc
Industry Financial Services
Experience
Elite Market Concepts,llc January 2012 - Present
Morgan Stanley Smith Barney December 2010 - May 2011
Morgan Stanley Smith Barney January 1999 - November 2010
Skills
Sales Management, Leadership Development, Financial Management, Client Development, Client Acquisition, Client Relationship..., Customer Service, Direct Sales, Salesforce.com
Education
Kean University 1992 — 1996
Bachelor of Science (BS), Marketing, 3.68
Elite Market Concepts,llc January 2012 - Present
Morgan Stanley Smith Barney December 2010 - May 2011
Morgan Stanley Smith Barney January 1999 - November 2010
Skills
Sales Management, Leadership Development, Financial Management, Client Development, Client Acquisition, Client Relationship..., Customer Service, Direct Sales, Salesforce.com
Education
Kean University 1992 — 1996
Bachelor of Science (BS), Marketing, 3.68
Gregory Forster Gregory Forster's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job Support Manager at StructuredWeb
Industry
Experience
StructuredWeb December 2012 - Present
Morgan Stanley Smith Barney May 2012 - August 2012
Dish Network October 2011 - January 2012
University of Virginia December 2010 - January 2011
Democratic Congressional Campaign Committee June 2010 - August 2010
Skills
Customer Service, Call Center, Customer Satisfaction, Troubleshooting, Microsoft Office, Billing, Customer Relations, Excel, Word, PowerPoint
Education
University of Virginia 2009 — 2011
Bachelor of Arts, Foreign Affairs
James Madison University
International Affairs European Specialization
StructuredWeb December 2012 - Present
Morgan Stanley Smith Barney May 2012 - August 2012
Dish Network October 2011 - January 2012
University of Virginia December 2010 - January 2011
Democratic Congressional Campaign Committee June 2010 - August 2010
Skills
Customer Service, Call Center, Customer Satisfaction, Troubleshooting, Microsoft Office, Billing, Customer Relations, Excel, Word, PowerPoint
Education
University of Virginia 2009 — 2011
Bachelor of Arts, Foreign Affairs
James Madison University
International Affairs European Specialization
Benjamin Maczuzak Benjamin Maczuzak's Morgan Stanley Smith Barney Experience June 2010 - April 2011
Job Entertaining New Opportunities
Industry Financial Services
Experience
Chüzzy Surfboards, LLC January 2015 - Present
Merrill Edge September 2011 - April 2014
Morgan Stanley Smith Barney June 2010 - April 2011
Stem Cell Biotech 2009 - 2009
CONCHIUS (Shanghai) Ltd. March 2008 - November 2008
Morgan Stanley December 2006 - September 2007
Morgan Stanley July 2005 - September 2007
Separately July 2005 - January 2007
Skills
Series 7, Series 66, Ohio Life and Health..., Asset Allocation, CRM, Finance, Financial Advisory, Financial Services, Mutual Funds, Portfolio Management, Sales Operations, Series 63, Strategic Financial..., Trading, Uniform Combined State..., Wealth Management, Banking
Education
MIAMI UNIVERSITY, RICHARD T. FARMER SCHOOL OF BUSINESS 2002 — 2004
Bachelor of Science, Finance
Miami University 2000 — 2004
BS, Finance
Lake Forest College 2000 — 2002
Economics
Lake Ridge Academy 1996 — 2000
Chüzzy Surfboards, LLC January 2015 - Present
Merrill Edge September 2011 - April 2014
Morgan Stanley Smith Barney June 2010 - April 2011
Stem Cell Biotech 2009 - 2009
CONCHIUS (Shanghai) Ltd. March 2008 - November 2008
Morgan Stanley December 2006 - September 2007
Morgan Stanley July 2005 - September 2007
Separately July 2005 - January 2007
Skills
Series 7, Series 66, Ohio Life and Health..., Asset Allocation, CRM, Finance, Financial Advisory, Financial Services, Mutual Funds, Portfolio Management, Sales Operations, Series 63, Strategic Financial..., Trading, Uniform Combined State..., Wealth Management, Banking
Education
MIAMI UNIVERSITY, RICHARD T. FARMER SCHOOL OF BUSINESS 2002 — 2004
Bachelor of Science, Finance
Miami University 2000 — 2004
BS, Finance
Lake Forest College 2000 — 2002
Economics
Lake Ridge Academy 1996 — 2000
Oliver Schulz Oliver Schulz's Morgan Stanley Smith Barney Experience June 2011 - May 2012
Job Client Relationship Manager at Voya Financial
Industry Financial Services
Experience
Voya Financial June 2015 - Present
Mutual of Omaha July 2012 - June 2015
Morgan Stanley Smith Barney June 2011 - May 2012
Nationwide Financial July 2007 - June 2011
OppenheimerFunds August 2003 - July 2007
Skills
401k, Mutual Funds, Series 7, Series 63, Retirement, Retirement Planning, Fixed Annuities, Investments, Series 6, Wealth Management, Asset Allocation, Series 65, Strategic Financial..., Separately Managed..., Defined Benefit
Education
Keene State College 1994 — 1998
BS, Bachelor of Science in Business Management and German
Schiller International University 1996 — 1997
•German Language. International Business & International Sales and Marketing
Darien High School
Voya Financial June 2015 - Present
Mutual of Omaha July 2012 - June 2015
Morgan Stanley Smith Barney June 2011 - May 2012
Nationwide Financial July 2007 - June 2011
OppenheimerFunds August 2003 - July 2007
Skills
401k, Mutual Funds, Series 7, Series 63, Retirement, Retirement Planning, Fixed Annuities, Investments, Series 6, Wealth Management, Asset Allocation, Series 65, Strategic Financial..., Separately Managed..., Defined Benefit
Education
Keene State College 1994 — 1998
BS, Bachelor of Science in Business Management and German
Schiller International University 1996 — 1997
•German Language. International Business & International Sales and Marketing
Darien High School
Jeffrey G. Kitzberger, CFP® Jeffrey G. Kitzberger, CFP®'s Morgan Stanley Smith Barney Experience August 2008 - September 2010
Job Founding Partner at Olympus Wealth Partners, Inc., CERTIFIED FINANCIAL PLANNER™
Industry Financial Services
Experience
Olympus Wealth Partners, Inc. September 2010 - Present
MakeItHappen4BMD 2008 - 2014
Morgan Stanley Smith Barney August 2008 - September 2010
UBS Financial Services, Inc. February 1993 - August 2008
Kemper Securities Group January 1991 - February 1993
Skills
Retirement Income..., Investment Strategies, Income Protection..., Retirement Planning, Portfolio Management, Wealth Management, Financial Planning, Estate Planning, Extended Care Planning, Long Term Care Planning, Strategic Financial..., Income Protection, Long-term Care, Fixed Annuities, Personal Finance, Life Transitions, Alternative Investments, Manager Selection, Investment Policy..., Rebalancing, Investment Policy..., Wealth Accumulation..., College Education..., Simple IRA, Income for Life, College Funding..., Tax-advantaged..., Guaranteed Lifetime..., Estate Preservation, 401k, Insurance, Multi-generational..., Wealth Preservation..., Key Person Protection, Buy-Sell, Business Overhead..., Investments, Asset Allocation, Investment Advisory, Long Term Care Insurance, Investment Management, Mutual Funds, Wealth Management..., IRAs, Financial Services, Wealth, Securities, ETFs, Asset Management, Divorce Financial...
Education
John Carroll University 2005 — 2006
Ohio University 1977 — 1978
Business Administration
Olympus Wealth Partners, Inc. September 2010 - Present
MakeItHappen4BMD 2008 - 2014
Morgan Stanley Smith Barney August 2008 - September 2010
UBS Financial Services, Inc. February 1993 - August 2008
Kemper Securities Group January 1991 - February 1993
Skills
Retirement Income..., Investment Strategies, Income Protection..., Retirement Planning, Portfolio Management, Wealth Management, Financial Planning, Estate Planning, Extended Care Planning, Long Term Care Planning, Strategic Financial..., Income Protection, Long-term Care, Fixed Annuities, Personal Finance, Life Transitions, Alternative Investments, Manager Selection, Investment Policy..., Rebalancing, Investment Policy..., Wealth Accumulation..., College Education..., Simple IRA, Income for Life, College Funding..., Tax-advantaged..., Guaranteed Lifetime..., Estate Preservation, 401k, Insurance, Multi-generational..., Wealth Preservation..., Key Person Protection, Buy-Sell, Business Overhead..., Investments, Asset Allocation, Investment Advisory, Long Term Care Insurance, Investment Management, Mutual Funds, Wealth Management..., IRAs, Financial Services, Wealth, Securities, ETFs, Asset Management, Divorce Financial...
Education
John Carroll University 2005 — 2006
Ohio University 1977 — 1978
Business Administration
Curtis Lassiter's Morgan Stanley Smith Barney Experience September 2010 - January 2012
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2015 - Present
BB&T January 2012 - July 2015
Morgan Stanley Smith Barney September 2010 - January 2012
Wells Fargo January 2007 - September 2010
Skills
Leadership, Microsoft Office
Education
James Madison University
Wells Fargo Advisors, LLC July 2015 - Present
BB&T January 2012 - July 2015
Morgan Stanley Smith Barney September 2010 - January 2012
Wells Fargo January 2007 - September 2010
Skills
Leadership, Microsoft Office
Education
James Madison University
Stephen LaVoie's Morgan Stanley Smith Barney Experience May 2008 - August 2008
Job Analyst at Tudor Investment Corporation
Industry Financial Services
Experience
TUDOR INVESTMENT CORPORATION August 2011 - Present
Morgan Stanley May 2009 - July 2011
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Derivatives, Market Research, Trading, Research, Bloomberg, Economics, Equities, Fixed Income, Investments, Financial Modeling, Financial Analysis, Bloomberg Terminal, Data Analysis, Quantitative Analytics, Options, Series 7, VBA, Business Analysis, Microsoft Excel, Analysis
Education
James Madison University - College of Business 2005 — 2009
B.B.A, Finance
James Madison University
B.B.A, Economics
TUDOR INVESTMENT CORPORATION August 2011 - Present
Morgan Stanley May 2009 - July 2011
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Derivatives, Market Research, Trading, Research, Bloomberg, Economics, Equities, Fixed Income, Investments, Financial Modeling, Financial Analysis, Bloomberg Terminal, Data Analysis, Quantitative Analytics, Options, Series 7, VBA, Business Analysis, Microsoft Excel, Analysis
Education
James Madison University - College of Business 2005 — 2009
B.B.A, Finance
James Madison University
B.B.A, Economics
Tania (Licata) Rients Tania (Licata) Rients's Morgan Stanley Smith Barney Experience August 2000 - August 2006
Job Region Administration Manager
Industry Financial Services
Experience
U.S. Bancorp Investments, Inc. September 2014 - Present
Morgan Stanley August 2006 - July 2014
Country Financial 2009 - 2010
Morgan Stanley Smith Barney August 2000 - August 2006
Morgan Stanley Smith Barney January 1999 - August 2000
Dain Rauscher October 1994 - January 1999
Kemper Securities June 1992 - October 1994
Skills
Series 7, Customer Service, Problem Solving, Efficiency Improvement, Sales, Leadership, Series 63, FINRA, Divorcees, Strategic Planning, Insurance, Entrepreneurship, Investments, Series 65, Coaching, Risk Management, Series 24, Nonprofits, Team Building, Sales Operations, Mutual Funds, Microsoft Excel, Retirement Planning, Banking, Process Improvement, Humor, Sales Support, Negotiation, Non-profits, Microsoft Office, Project Management, 401k Rollovers, Children Of Divorce, Management
Education
Joliet Junior College 2014 — 2015
Applied Horticulture and Horticultural Business Services
Southern Illinois University, Carbondale
U.S. Bancorp Investments, Inc. September 2014 - Present
Morgan Stanley August 2006 - July 2014
Country Financial 2009 - 2010
Morgan Stanley Smith Barney August 2000 - August 2006
Morgan Stanley Smith Barney January 1999 - August 2000
Dain Rauscher October 1994 - January 1999
Kemper Securities June 1992 - October 1994
Skills
Series 7, Customer Service, Problem Solving, Efficiency Improvement, Sales, Leadership, Series 63, FINRA, Divorcees, Strategic Planning, Insurance, Entrepreneurship, Investments, Series 65, Coaching, Risk Management, Series 24, Nonprofits, Team Building, Sales Operations, Mutual Funds, Microsoft Excel, Retirement Planning, Banking, Process Improvement, Humor, Sales Support, Negotiation, Non-profits, Microsoft Office, Project Management, 401k Rollovers, Children Of Divorce, Management
Education
Joliet Junior College 2014 — 2015
Applied Horticulture and Horticultural Business Services
Southern Illinois University, Carbondale
Frank LaRosa Frank LaRosa's Morgan Stanley Smith Barney Experience December 2010 - May 2011
Job Founder/CEO ELITE | Consulting Partners
Industry Financial Services
Experience
ELITE Consulting Partners July 2011 - Present
Morgan Stanley Smith Barney December 2010 - May 2011
Morgan Stanley Smith Barney October 2009 - December 2010
Smith Barney March 2007 - October 2009
Smith Barney, Alexandria VA May 2004 - March 2007
Smith Barney red bank nj 1999 - 2004
Smith Barney, Red Bank January 1999 - March 2000
Prudential Securities June 1996 - January 1999
Skills
Asset Managment, Strategic Financial..., Retirement Planning, Wealth Management, Mutual Funds, Financial Advisory, Series 7, Series 63, Alternative Investments, Asset Management, Business Development, Finance, Financial Analysis, Insurance, Leadership, CRM, Wealth, Portfolio Management, Securities, Financial Planning, FINRA
Education
Kean University
BS, Marketing
ELITE Consulting Partners July 2011 - Present
Morgan Stanley Smith Barney December 2010 - May 2011
Morgan Stanley Smith Barney October 2009 - December 2010
Smith Barney March 2007 - October 2009
Smith Barney, Alexandria VA May 2004 - March 2007
Smith Barney red bank nj 1999 - 2004
Smith Barney, Red Bank January 1999 - March 2000
Prudential Securities June 1996 - January 1999
Skills
Asset Managment, Strategic Financial..., Retirement Planning, Wealth Management, Mutual Funds, Financial Advisory, Series 7, Series 63, Alternative Investments, Asset Management, Business Development, Finance, Financial Analysis, Insurance, Leadership, CRM, Wealth, Portfolio Management, Securities, Financial Planning, FINRA
Education
Kean University
BS, Marketing
John Wasikowski John Wasikowski's Morgan Stanley Smith Barney Experience August 2010 - August 2011
Job Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank N.A. May 2013 - Present
Associated Bank November 2011 - May 2013
Morgan Stanley Smith Barney August 2010 - August 2011
US Trust August 2007 - August 2010
Education
Lake Forest College 2004 — 2007
BA, Business
University of Wisconsin-Milwaukee 2003 — 2004
Greenfield High School 1999 — 2003
J.P. Morgan Chase Bank N.A. May 2013 - Present
Associated Bank November 2011 - May 2013
Morgan Stanley Smith Barney August 2010 - August 2011
US Trust August 2007 - August 2010
Education
Lake Forest College 2004 — 2007
BA, Business
University of Wisconsin-Milwaukee 2003 — 2004
Greenfield High School 1999 — 2003
Julie Serrao's Morgan Stanley Smith Barney Experience August 2009 - October 2010
Job Executive Vice President
Industry Hospitality
Experience
USA Parking System January 2014 - Present
USA Parking November 2010 - January 2014
Morgan Stanley Smith Barney August 2009 - October 2010
Enterprise Rent-A-Car June 2007 - June 2009
Enterprise Rent-A-Car November 2000 - June 2007
Enterprise Rent-A-Car July 1998 - October 2000
Skills
Strategic Planning, Marketing Strategy, Budgets, Forecasting, Management, Process Improvement, Sales Management, Executive Management, P&L Management, Leadership
Education
Kansas State University 1985 — 1988
Bachelor of Science, Business Administration/Marketing
USA Parking System January 2014 - Present
USA Parking November 2010 - January 2014
Morgan Stanley Smith Barney August 2009 - October 2010
Enterprise Rent-A-Car June 2007 - June 2009
Enterprise Rent-A-Car November 2000 - June 2007
Enterprise Rent-A-Car July 1998 - October 2000
Skills
Strategic Planning, Marketing Strategy, Budgets, Forecasting, Management, Process Improvement, Sales Management, Executive Management, P&L Management, Leadership
Education
Kansas State University 1985 — 1988
Bachelor of Science, Business Administration/Marketing
Anthony Carpenito's Morgan Stanley Smith Barney Experience October 2007 - April 2012
Job Assistant Vice President Wealth and Investment Management at Barclays
Industry Financial Services
Experience
Barclays April 2012 - Present
Morgan Stanley Smith Barney October 2007 - April 2012
Argent Mortgage April 2003 - April 2007
Education
Pace University 1996 — 2000
Johnson & Wales University 1993 — 1994
Hotel Restaurant Management
Valhalla High School 1988 — 1993
Barclays April 2012 - Present
Morgan Stanley Smith Barney October 2007 - April 2012
Argent Mortgage April 2003 - April 2007
Education
Pace University 1996 — 2000
Johnson & Wales University 1993 — 1994
Hotel Restaurant Management
Valhalla High School 1988 — 1993
Teashi L Duckworth Teashi L Duckworth's Morgan Stanley Smith Barney Experience June 2009 - February 2012
Job Executive Administrative Assistant at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase October 2014 - Present
Citi Priate Bank December 2013 - October 2014
Citi September 2012 - August 2013
Morgan Stanley Smith Barney June 2009 - February 2012
Citigroup January 2001 - June 2009
Education
Kaplan University
Business Administration and Management, General
JPMorgan Chase October 2014 - Present
Citi Priate Bank December 2013 - October 2014
Citi September 2012 - August 2013
Morgan Stanley Smith Barney June 2009 - February 2012
Citigroup January 2001 - June 2009
Education
Kaplan University
Business Administration and Management, General
Barney Guacheta Barney Guacheta's Morgan Stanley Smith Barney Experience August 2009 - September 2010
Job 2014 MBA Graduate of the Smith School of Business at the University of Maryland
Industry Financial Services
Experience
Arlington Asset Investment (AI) June 2013 - 2013
Morgan Stanley Smith Barney August 2009 - September 2010
Friedman Billings Ramsey August 1997 - February 2008
Skills
Investments, Hedge Funds, Finance, Mutual Funds, Valuation, Asset Management, Financial Modeling, Entrepreneurship, Capital Markets, Securities, Mergers & Acquisitions, Equities, Financial Analysis, Strategy, Management, Analysis, Portfolio Management, Bloomberg, Venture Capital, Investment Banking, Fixed Income, Corporate Finance, Private Equity, Due Diligence, Series 7, Equity Research, Series 63, Bonds, Financial Markets, Real Estate, Equity Valuation, Asset Allocation, Bloomberg Terminal, Strategic Financial..., Wealth Management, Economics, Trading, Investment Management, Risk Management, Financial Services, Investor Relations, Derivatives, Emerging Markets, Financial Risk, DCF, Credit Risk, Asset Managment, Commercial Real Estate, Real Estate Development, Lodging
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Strategy, 3.8
James Madison University 1993 — 1997
Bachelors, Business Administration - Finance
Gonzaga College HS 1989 — 1993
Arlington Asset Investment (AI) June 2013 - 2013
Morgan Stanley Smith Barney August 2009 - September 2010
Friedman Billings Ramsey August 1997 - February 2008
Skills
Investments, Hedge Funds, Finance, Mutual Funds, Valuation, Asset Management, Financial Modeling, Entrepreneurship, Capital Markets, Securities, Mergers & Acquisitions, Equities, Financial Analysis, Strategy, Management, Analysis, Portfolio Management, Bloomberg, Venture Capital, Investment Banking, Fixed Income, Corporate Finance, Private Equity, Due Diligence, Series 7, Equity Research, Series 63, Bonds, Financial Markets, Real Estate, Equity Valuation, Asset Allocation, Bloomberg Terminal, Strategic Financial..., Wealth Management, Economics, Trading, Investment Management, Risk Management, Financial Services, Investor Relations, Derivatives, Emerging Markets, Financial Risk, DCF, Credit Risk, Asset Managment, Commercial Real Estate, Real Estate Development, Lodging
Education
University of Maryland - Robert H. Smith School of Business 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Strategy, 3.8
James Madison University 1993 — 1997
Bachelors, Business Administration - Finance
Gonzaga College HS 1989 — 1993
daniel tye's Morgan Stanley Smith Barney Experience April 2005 - January 2008
Job Regional Director at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management August 2015 - Present
Pioneer Investments January 2008 - August 2015
Morgan Stanley Smith Barney April 2005 - January 2008
AG Edwards June 2004 - April 2005
Skills
Mutual Funds, Series 7, Series 63, Finance, Asset Management, Asset Allocation, Retirement Planning, Investments, Wealth Management, Alternative Investments
Education
Lafayette College 1999 — 2004
Business and Art
the rivers school
the rivers school
Morgan Stanley Investment Management August 2015 - Present
Pioneer Investments January 2008 - August 2015
Morgan Stanley Smith Barney April 2005 - January 2008
AG Edwards June 2004 - April 2005
Skills
Mutual Funds, Series 7, Series 63, Finance, Asset Management, Asset Allocation, Retirement Planning, Investments, Wealth Management, Alternative Investments
Education
Lafayette College 1999 — 2004
Business and Art
the rivers school
the rivers school
Tristan Cooper, CFP® Tristan Cooper, CFP®'s Morgan Stanley Smith Barney Experience June 2005 - February 2011
Job Senior Wealth Strategy Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. September 2011 - Present
J.P. Morgan February 2011 - August 2011
Morgan Stanley Smith Barney June 2005 - February 2011
Education
Lafayette College 2001 — 2005
BA, Econimics & Business
UBS Financial Services Inc. September 2011 - Present
J.P. Morgan February 2011 - August 2011
Morgan Stanley Smith Barney June 2005 - February 2011
Education
Lafayette College 2001 — 2005
BA, Econimics & Business
Katrina Boucher Katrina Boucher's Morgan Stanley Smith Barney Experience December 2008 - July 2010
Job at Strategic Retirement Group
Industry Investment Management
Experience
Strategic Retirement Group July 2010 - Present
Morgan Stanley Smith Barney December 2008 - July 2010
Antrim 1844 Country Hotel February 2007 - March 2008
Grand Hyatt Washington May 2006 - October 2006
Education
James Madison University 1999 — 2003
Bachelor's Degree, Finance, General
Strategic Retirement Group July 2010 - Present
Morgan Stanley Smith Barney December 2008 - July 2010
Antrim 1844 Country Hotel February 2007 - March 2008
Grand Hyatt Washington May 2006 - October 2006
Education
James Madison University 1999 — 2003
Bachelor's Degree, Finance, General
Edward Wettig's Morgan Stanley Smith Barney Experience June 1999 - June 2012
Job Financial Planner and Investment Advisor
Industry Financial Services
Experience
Wettig Capital Management June 2012 - Present
Royal Alliance Associates, Inc May 2012 - Present
Royal Alliance Associates, Inc June 2012 - Present
Morgan Stanley Smith Barney June 1999 - June 2012
Marriott International September 1988 - September 1992
Skills
Strategic Financial..., Investments, Financial Advisory, Retirement Planning, Finance, Retirement, Investment Management, Investment Advisory, Securities, Financial Planning, Wealth Management, Series 7, High Net Worth..., Series 65, Asset Allocation, Equities, Life Insurance, Insurance, Certified Financial..., FINRA, Mutual Funds, Investment Strategies, Estate Planning, 401k, Fixed Annuities, Mortgage Lending, Financial Planners, IRAs, Wealth Accumulation, 401k Rollovers, Wealth Management..., Uniform Combined State..., Wealth, Series 63, Personal Finance, Personal Financial..., Variable Annuities
Education
Kansas State University 1984 — 1989
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management
Leavenworth High School 1982 — 1984
Wettig Capital Management June 2012 - Present
Royal Alliance Associates, Inc May 2012 - Present
Royal Alliance Associates, Inc June 2012 - Present
Morgan Stanley Smith Barney June 1999 - June 2012
Marriott International September 1988 - September 1992
Skills
Strategic Financial..., Investments, Financial Advisory, Retirement Planning, Finance, Retirement, Investment Management, Investment Advisory, Securities, Financial Planning, Wealth Management, Series 7, High Net Worth..., Series 65, Asset Allocation, Equities, Life Insurance, Insurance, Certified Financial..., FINRA, Mutual Funds, Investment Strategies, Estate Planning, 401k, Fixed Annuities, Mortgage Lending, Financial Planners, IRAs, Wealth Accumulation, 401k Rollovers, Wealth Management..., Uniform Combined State..., Wealth, Series 63, Personal Finance, Personal Financial..., Variable Annuities
Education
Kansas State University 1984 — 1989
Bachelor of Science (BS), Hotel, Motel, and Restaurant Management
Leavenworth High School 1982 — 1984
Rich Slater Rich Slater's Morgan Stanley Smith Barney Experience January 2011 - Present
Job Director of Portfolio Management Programs at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2011 - Present
Morgan Stanley Smith Barney February 2010 - January 2011
Morgan Stanley Smith Barney January 2007 - February 2010
Morgan Stanley Smith Barney July 1998 - January 2007
National Westminster Bank October 1996 - June 1998
The Acacia Group LLC June 1995 - October 1996
Skills
Series 7, Asset Managment, Investments, Portfolio Management, ETFs, Sales, Marketing, Wealth Management, Finance, Capital Markets, Asset Management, Financial Analysis, Mutual Funds, Trading, Management, Series 63, Asset Allocation, Alternative Investments, Equities, Retirement Planning, FINRA, Financial Advisory, Hedge Funds, Relationship Management, Options, Banking, Business Planning, Investment Management, Strategic Financial..., Business Development, Financial Services, Investment Banking
Education
NatWest Markets' Global Graduate Development Program 1997 — 1997
Kent State University 1992 — 1992
Certification in Conflict Management and Mediation
Muhlenberg College
Bachelor of Arts, Economics
na
Morgan Stanley Smith Barney January 2011 - Present
Morgan Stanley Smith Barney February 2010 - January 2011
Morgan Stanley Smith Barney January 2007 - February 2010
Morgan Stanley Smith Barney July 1998 - January 2007
National Westminster Bank October 1996 - June 1998
The Acacia Group LLC June 1995 - October 1996
Skills
Series 7, Asset Managment, Investments, Portfolio Management, ETFs, Sales, Marketing, Wealth Management, Finance, Capital Markets, Asset Management, Financial Analysis, Mutual Funds, Trading, Management, Series 63, Asset Allocation, Alternative Investments, Equities, Retirement Planning, FINRA, Financial Advisory, Hedge Funds, Relationship Management, Options, Banking, Business Planning, Investment Management, Strategic Financial..., Business Development, Financial Services, Investment Banking
Education
NatWest Markets' Global Graduate Development Program 1997 — 1997
Kent State University 1992 — 1992
Certification in Conflict Management and Mediation
Muhlenberg College
Bachelor of Arts, Economics
na
Philipp Muedder Philipp Muedder's Morgan Stanley Smith Barney Experience March 2011 - December 2011
Job .
Industry Financial Services
Experience
Maxim Global Wealth Advisors December 2011 - May 2014
Morgan Stanley Smith Barney March 2011 - December 2011
Tektronix September 2010 - May 2011
Portland Trail Blazers October 2009 - July 2010
Fielmann AG September 2004 - October 2008
State Street Bank June 2008 - September 2008
Skills
International Business, German, English, Financial Analysis, International Tax, Private Wealth..., Asset Management, Corportate Retirement..., Consulting, Estate Planning, Expatriate Management, Expatriate..., Expatriate Tax, Options Strategies, Restricted Stock, Retirement Planning, Asset Managment, Wealth Management..., Investment Strategies, Investments, Tax, Portfolio Management, Financial Modeling, Finance, Wealth Management, Investment Advisory, Financial Advisory, Strategic Financial..., Risk Management, Financial Planning, Management, Strategy
Education
Kaplan University 2014 — 2015
CFP, Financial Planning and Services
Universiteit Maastricht 2006 — 2009
Bachelor, International Business, Marketing, Strategy, Taxation
University of Toronto 2009 — 2009
Bachelor, International Business
Leibniz Gymnasium 2004 — 2006
A-Levels/ Abitur, English/ History
Reynolds High School 2003 — 2004
Diploma, Exchange Year
Maxim Global Wealth Advisors December 2011 - May 2014
Morgan Stanley Smith Barney March 2011 - December 2011
Tektronix September 2010 - May 2011
Portland Trail Blazers October 2009 - July 2010
Fielmann AG September 2004 - October 2008
State Street Bank June 2008 - September 2008
Skills
International Business, German, English, Financial Analysis, International Tax, Private Wealth..., Asset Management, Corportate Retirement..., Consulting, Estate Planning, Expatriate Management, Expatriate..., Expatriate Tax, Options Strategies, Restricted Stock, Retirement Planning, Asset Managment, Wealth Management..., Investment Strategies, Investments, Tax, Portfolio Management, Financial Modeling, Finance, Wealth Management, Investment Advisory, Financial Advisory, Strategic Financial..., Risk Management, Financial Planning, Management, Strategy
Education
Kaplan University 2014 — 2015
CFP, Financial Planning and Services
Universiteit Maastricht 2006 — 2009
Bachelor, International Business, Marketing, Strategy, Taxation
University of Toronto 2009 — 2009
Bachelor, International Business
Leibniz Gymnasium 2004 — 2006
A-Levels/ Abitur, English/ History
Reynolds High School 2003 — 2004
Diploma, Exchange Year
Jennifer Gabriele Miller Jennifer Gabriele Miller's Morgan Stanley Smith Barney Experience 2005 - 2010
Job CFP, Global Head of Learning and Development, Citi Markets
Industry Financial Services
Experience
Citibank August 2015 - Present
Citi Private Bank July 2010 - Present
Morgan Stanley Smith Barney 2005 - 2010
Smith Barney 2004 - 2005
Smith Barney 2001 - 2004
Smith Barney 1998 - 2001
Smith Barney 1996 - 1998
Skills
Learning and Development, Curriculum Design, Competency Based..., Competency Analysis, Talent Management, Vendor Management, Global Strategy, Change Management, Staff Development, Project Management, Financial Planning, Coaching, Workshop Facilitation, Social Influence, Mentoring, Training, Series 63, Development Coaching, Series 7, Financial Services, Training Leadership, Wealth Management, Business Development, Portfolio Management, Investments, Mutual Funds, Leadership, Securities, Relationship Management, Financial Advisory, Finance, Asset Management, Alternative Investments, Strategic Planning, Fixed Income, FINRA, Equities, Investment Advisory, Wealth
Education
The George Washington University - School of Business 1994 — 1998
BA, International Business
Kaplan University
Certificate in Financial Planning - 2008
Citibank August 2015 - Present
Citi Private Bank July 2010 - Present
Morgan Stanley Smith Barney 2005 - 2010
Smith Barney 2004 - 2005
Smith Barney 2001 - 2004
Smith Barney 1998 - 2001
Smith Barney 1996 - 1998
Skills
Learning and Development, Curriculum Design, Competency Based..., Competency Analysis, Talent Management, Vendor Management, Global Strategy, Change Management, Staff Development, Project Management, Financial Planning, Coaching, Workshop Facilitation, Social Influence, Mentoring, Training, Series 63, Development Coaching, Series 7, Financial Services, Training Leadership, Wealth Management, Business Development, Portfolio Management, Investments, Mutual Funds, Leadership, Securities, Relationship Management, Financial Advisory, Finance, Asset Management, Alternative Investments, Strategic Planning, Fixed Income, FINRA, Equities, Investment Advisory, Wealth
Education
The George Washington University - School of Business 1994 — 1998
BA, International Business
Kaplan University
Certificate in Financial Planning - 2008
Nikolay Karatanev's Morgan Stanley Smith Barney Experience September 2010 - December 2010
Job Consulting Associate at Charles River Associates
Industry Financial Services
Experience
Charles River Associates February 2013 - Present
Navigant Economics August 2011 - January 2013
Merrill Lynch February 2011 - April 2011
Morgan Stanley Smith Barney September 2010 - December 2010
The Tranel Financial Group January 2010 - April 2010
Skills
Valuation, Economics, Financial Analysis, Bloomberg, Investments, Data Analysis, Capital IQ, Factset, Finance, Private Equity, Microsoft Excel, Decision Modeling, CRSP, Thomson One Analytics, Analysis, WRDS, Financial Modeling
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Lake Forest College 2009 — 2011
Bachelor of Arts (BA), Finance
Oakton Community College 2008 — 2009
Associate, Liberal Arts
Charles River Associates February 2013 - Present
Navigant Economics August 2011 - January 2013
Merrill Lynch February 2011 - April 2011
Morgan Stanley Smith Barney September 2010 - December 2010
The Tranel Financial Group January 2010 - April 2010
Skills
Valuation, Economics, Financial Analysis, Bloomberg, Investments, Data Analysis, Capital IQ, Factset, Finance, Private Equity, Microsoft Excel, Decision Modeling, CRSP, Thomson One Analytics, Analysis, WRDS, Financial Modeling
Education
The University of Chicago Booth School of Business 2013 — 2015
Master of Business Administration (MBA), Accounting and Finance
Lake Forest College 2009 — 2011
Bachelor of Arts (BA), Finance
Oakton Community College 2008 — 2009
Associate, Liberal Arts
Jan Koester Jan Koester's Morgan Stanley Smith Barney Experience 2008 - 2010
Job Credit Manager at Gateway One Lending & Finance
Industry Financial Services
Experience
Gateway One Lending & Finance November 2011 - Present
TD Ameritrade 2010 - December 2011
Morgan Stanley Smith Barney 2008 - 2010
Capital One Auto Finance 1995 - 2007
Onyx Acceptance Corporation 1995 - 2005
Education
Lakeland College 1979 — 1983
BA, Business Administration/Economics
Gateway One Lending & Finance November 2011 - Present
TD Ameritrade 2010 - December 2011
Morgan Stanley Smith Barney 2008 - 2010
Capital One Auto Finance 1995 - 2007
Onyx Acceptance Corporation 1995 - 2005
Education
Lakeland College 1979 — 1983
BA, Business Administration/Economics
Lyle Davis Lyle Davis's Morgan Stanley Smith Barney Experience January 2009 - March 2010
Job ABD Doctoral Candidate in Executive Leadership Program in Human & Organizational Learning (Ed.D.) Lead Cost Estimator
Industry Defense & Space
Experience
Defense Industry September 2011 - Present
Defense Industry November 2009 - September 2011
Morgan Stanley Smith Barney January 2009 - March 2010
Morgan Stanley January 2006 - January 2009
Skills
Risk Management, Finance, Management, Contract Negotiation, Budgets, Financial Analysis, Negotiation, Financial Risk, Project Estimation, Financial Management, Leadership, Cost Estimating, Organizational..., Organizational..., Organizational Learning, Organizational Culture, Organizational Change..., Analysis, Strategy, Strategic Planning, Program Management, Process Improvement
Education
The George Washington University 2013 — 2016
Executive Leadership Doctoral Program, Human and Organizational Learning
Weber State University 2006 — 2008
MBA
Kent State University 2002 — 2004
Bachelors, Finance
Defense Industry September 2011 - Present
Defense Industry November 2009 - September 2011
Morgan Stanley Smith Barney January 2009 - March 2010
Morgan Stanley January 2006 - January 2009
Skills
Risk Management, Finance, Management, Contract Negotiation, Budgets, Financial Analysis, Negotiation, Financial Risk, Project Estimation, Financial Management, Leadership, Cost Estimating, Organizational..., Organizational..., Organizational Learning, Organizational Culture, Organizational Change..., Analysis, Strategy, Strategic Planning, Program Management, Process Improvement
Education
The George Washington University 2013 — 2016
Executive Leadership Doctoral Program, Human and Organizational Learning
Weber State University 2006 — 2008
MBA
Kent State University 2002 — 2004
Bachelors, Finance
Ariel Impagliazzo Ariel Impagliazzo's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Associate
Industry Higher Education
Experience
I.M.P Corp. June 2013 - Present
Northwestern Mutual - The Russo Financial Group January 2014 - April 2014
Senior Class Council January 2013 - May 2013
Pi Beta Phi January 2012 - December 2012
Panhellenic Council November 2011 - December 2012
Morgan Stanley Smith Barney June 2012 - August 2012
Contorno's Restaurant May 2012 - August 2012
Lafayette College 2010 - 2012
Panhellenic Council 2010 - 2011
Skills
Research, Microsoft Word, Editing, Facebook, Microsoft Excel, Mathematica, R, Communication, Budget, Teamwork, Budgets, Leadership, Data Analysis, Analysis, Customer Service, Event Planning, Finance, Fundraising, Social Networking, Community Outreach, Management, Social Media, Time Management, Spanish
Education
Lafayette College 2009 — 2013
Bachelor of Arts (BA), Mathematics
Roxbury High School 2005 — 2009
I.M.P Corp. June 2013 - Present
Northwestern Mutual - The Russo Financial Group January 2014 - April 2014
Senior Class Council January 2013 - May 2013
Pi Beta Phi January 2012 - December 2012
Panhellenic Council November 2011 - December 2012
Morgan Stanley Smith Barney June 2012 - August 2012
Contorno's Restaurant May 2012 - August 2012
Lafayette College 2010 - 2012
Panhellenic Council 2010 - 2011
Skills
Research, Microsoft Word, Editing, Facebook, Microsoft Excel, Mathematica, R, Communication, Budget, Teamwork, Budgets, Leadership, Data Analysis, Analysis, Customer Service, Event Planning, Finance, Fundraising, Social Networking, Community Outreach, Management, Social Media, Time Management, Spanish
Education
Lafayette College 2009 — 2013
Bachelor of Arts (BA), Mathematics
Roxbury High School 2005 — 2009
Patrick Langan's Morgan Stanley Smith Barney Experience November 2009 - May 2010
Job Associate, Private Infrastructure at Partners Group
Industry Venture Capital & Private Equity
Experience
Partners Group May 2014 - Present
Barclays Natural Resource Investments May 2013 - February 2014
Goldman Sachs July 2011 - May 2013
James Madison University August 2007 - May 2011
Goldman Sachs June 2010 - August 2010
Morgan Stanley Smith Barney November 2009 - May 2010
LarsonAllen June 2007 - July 2009
Skills
Financial Modeling, Debt Structuring, Financial Analysis, Bloomberg, Investments, Portfolio Management, Valuation, Equities, Finance, Capital Markets, Debt Restructuring, Fixed Income, Corporate Finance, Accounting, Bloomberg Terminal, PowerPoint, Investment Banking
Education
James Madison University 2007 — 2011
BBA, Finance & Accounting
Partners Group May 2014 - Present
Barclays Natural Resource Investments May 2013 - February 2014
Goldman Sachs July 2011 - May 2013
James Madison University August 2007 - May 2011
Goldman Sachs June 2010 - August 2010
Morgan Stanley Smith Barney November 2009 - May 2010
LarsonAllen June 2007 - July 2009
Skills
Financial Modeling, Debt Structuring, Financial Analysis, Bloomberg, Investments, Portfolio Management, Valuation, Equities, Finance, Capital Markets, Debt Restructuring, Fixed Income, Corporate Finance, Accounting, Bloomberg Terminal, PowerPoint, Investment Banking
Education
James Madison University 2007 — 2011
BBA, Finance & Accounting
Charlotte Wang's Morgan Stanley Smith Barney Experience October 2010 - 2013
Job Client Services at Decision Analyst, Inc.
Industry Market Research
Experience
Decision Analyst, Inc. February 2014 - Present
Morgan Stanley Smith Barney October 2010 - 2013
Citigroup January 2010 - October 2010
Neuberger Berman May 2008 - August 2008
Lehman Brothers May 2007 - August 2007
Citigroup May 2004 - August 2004
Skills
Equities, Mergers & Acquisitions, Microsoft Office, Economics, Project Management, Management, Marketing, Leadership, Trading, PowerPoint, Microsoft Excel, Public Speaking, Statistical Data..., Persuasive Presentations, Reporting & Analysis, Marketing Research, Marketing Strategy, Strategic Planning, Market Research, Customer Service, Strategy, Analytics, Data Analysis, Financial Analysis, Financial Modeling, Qualitative Research
Education
The University of Texas at Arlington 2014 — 2016
Master of Science (MS), Marketing Research
Lafayette College 2005 — 2009
Bachelor of the Arts, Economics & Business, English
Royal Holloway, University of London
English & Economics
Decision Analyst, Inc. February 2014 - Present
Morgan Stanley Smith Barney October 2010 - 2013
Citigroup January 2010 - October 2010
Neuberger Berman May 2008 - August 2008
Lehman Brothers May 2007 - August 2007
Citigroup May 2004 - August 2004
Skills
Equities, Mergers & Acquisitions, Microsoft Office, Economics, Project Management, Management, Marketing, Leadership, Trading, PowerPoint, Microsoft Excel, Public Speaking, Statistical Data..., Persuasive Presentations, Reporting & Analysis, Marketing Research, Marketing Strategy, Strategic Planning, Market Research, Customer Service, Strategy, Analytics, Data Analysis, Financial Analysis, Financial Modeling, Qualitative Research
Education
The University of Texas at Arlington 2014 — 2016
Master of Science (MS), Marketing Research
Lafayette College 2005 — 2009
Bachelor of the Arts, Economics & Business, English
Royal Holloway, University of London
English & Economics
Katrina Petkovic Katrina Petkovic's Morgan Stanley Smith Barney Experience June 2006 - August 2006
Job Benefits Administrator at Cuyahoga Community College
Industry Consumer Goods
Experience
Apple American Group LLC October 2014 - Present
Cuyahoga Community College May 2014 - October 2014
GOJO Industries January 2010 - May 2014
GOJO Industries July 2008 - January 2010
GOJO Industries December 2007 - July 2008
Robert Half International August 2006 - December 2007
Morgan Stanley Smith Barney June 2006 - August 2006
Community One Credit Union July 2005 - February 2006
Community One Credit Union February 2003 - July 2005
Skills
Employee Benefits, Human Resources, Training, New Hire Orientations, FMLA, Benefits Administration, Time Management, Leadership, Data Entry, Accounts Payable, HR Policies, HRIS, Microsoft Office, Applicant Tracking..., General Office Skills, Microsoft Excel, Management, HR policies and..., Microsoft Office Suite, HRIS Database..., HIPAA Privacy Training, Kronos Database..., Knowledge of FMLA, STD,..., Planning meetings,..., Program & Event..., Team Building, Confidential & detailed..., Excel, Access, HIPAA, Kronos Workforce..., Handle Confidential..., Event Management, Process Improvement, Short Term Medical, Leave of Absence..., Communication
Education
Kent State University 2002 — 2007
Bachelor's degree, Business Management
Apple American Group LLC October 2014 - Present
Cuyahoga Community College May 2014 - October 2014
GOJO Industries January 2010 - May 2014
GOJO Industries July 2008 - January 2010
GOJO Industries December 2007 - July 2008
Robert Half International August 2006 - December 2007
Morgan Stanley Smith Barney June 2006 - August 2006
Community One Credit Union July 2005 - February 2006
Community One Credit Union February 2003 - July 2005
Skills
Employee Benefits, Human Resources, Training, New Hire Orientations, FMLA, Benefits Administration, Time Management, Leadership, Data Entry, Accounts Payable, HR Policies, HRIS, Microsoft Office, Applicant Tracking..., General Office Skills, Microsoft Excel, Management, HR policies and..., Microsoft Office Suite, HRIS Database..., HIPAA Privacy Training, Kronos Database..., Knowledge of FMLA, STD,..., Planning meetings,..., Program & Event..., Team Building, Confidential & detailed..., Excel, Access, HIPAA, Kronos Workforce..., Handle Confidential..., Event Management, Process Improvement, Short Term Medical, Leave of Absence..., Communication
Education
Kent State University 2002 — 2007
Bachelor's degree, Business Management
Andrea Otte Andrea Otte's Morgan Stanley Smith Barney Experience November 2000 - Present
Job Senior Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2000 - Present
Education
Kent State University 1995 — 1999
B.S.B.A., Finance
Morgan Stanley Smith Barney November 2000 - Present
Education
Kent State University 1995 — 1999
B.S.B.A., Finance
Arthur Flores, CFP® Arthur Flores, CFP®'s Morgan Stanley Smith Barney Experience August 2009 - July 2011
Job Financial Planner with Flores Wealth Planning, LLC.
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2009 - July 2011
Smith Barney April 2007 - August 2009
Smith Barney January 1999 - January 2007
Skills
Wealth Preservation..., Retirement Income..., Protection..., Wealth Management, Product Management, Client Development, New Business Development, Strategic Planning, Training & Development, Sales Presentations, Sales Campaigns, Marketing Strategy, MoneyGuidePro, Series 7, Series 66, Certified Financial..., Naviplan, Investment Strategies, Investments, Uniform Combined State..., Financial Services, Strategic Financial..., Financial Advisory, Employee Training, Wealth, Retirement Planning, Sales, Investment Advisory, Securities, Mutual Funds, Retirement, Asset Allocation
Education
St. John's University, The Peter J. Tobin College of Business 1988 — 1993
BS, Finance
Kaplan University
Morgan Stanley Smith Barney August 2009 - July 2011
Smith Barney April 2007 - August 2009
Smith Barney January 1999 - January 2007
Skills
Wealth Preservation..., Retirement Income..., Protection..., Wealth Management, Product Management, Client Development, New Business Development, Strategic Planning, Training & Development, Sales Presentations, Sales Campaigns, Marketing Strategy, MoneyGuidePro, Series 7, Series 66, Certified Financial..., Naviplan, Investment Strategies, Investments, Uniform Combined State..., Financial Services, Strategic Financial..., Financial Advisory, Employee Training, Wealth, Retirement Planning, Sales, Investment Advisory, Securities, Mutual Funds, Retirement, Asset Allocation
Education
St. John's University, The Peter J. Tobin College of Business 1988 — 1993
BS, Finance
Kaplan University
Scott Kinsell Scott Kinsell's Morgan Stanley Smith Barney Experience October 1996 - December 2010
Job Financial Advisor at Stratos Wealth Partners
Industry Investment Management
Experience
Stratos Wealth Partners December 2010 - Present
Morgan Stanley Smith Barney October 1996 - December 2010
Perry Nuclear Power Plant May 1988 - October 1996
Skills
Securities, Financial Advisory, Investments, Retirement Planning, Financial Analysis, Series 7, Asset Management, Mutual Funds, Finance, Wealth Management, General Securities..., Financial Services
Education
Case Western Reserve University - Weatherhead School of Management 1996 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
John Carroll University 1990 — 1995
Bachelor of Business Administration (BBA), Business Administration and Management, General
Stratos Wealth Partners December 2010 - Present
Morgan Stanley Smith Barney October 1996 - December 2010
Perry Nuclear Power Plant May 1988 - October 1996
Skills
Securities, Financial Advisory, Investments, Retirement Planning, Financial Analysis, Series 7, Asset Management, Mutual Funds, Finance, Wealth Management, General Securities..., Financial Services
Education
Case Western Reserve University - Weatherhead School of Management 1996 — 2002
Master of Business Administration (MBA), Business Administration and Management, General
John Carroll University 1990 — 1995
Bachelor of Business Administration (BBA), Business Administration and Management, General
Charlie Stewart Charlie Stewart's Morgan Stanley Smith Barney Experience January 1999 - January 2001
Job Agency Owner The Stewart Insurance and Financial Services Agency, LLC
Industry Financial Services
Experience
Stewart Insurance and Financial Services Agency LLC October 2014 - Present
Heartland Institute of Financial Education June 2012 - Present
Farmers Insurance Agency March 2011 - November 2014
MB Financial Bank April 2008 - April 2010
Fifth Third Bank March 2004 - February 2008
Gold Coast Mortgage January 2002 - March 2004
Harris Bank January 2001 - January 2002
Morgan Stanley Smith Barney January 1999 - January 2001
Skills
Sales, CRM, Investments, Insurance, Management, Retirement Planning, Business Development, Banking, Training, Mortgage Lending, Finance, Financial Services, Loans, Portfolio Management, Financial Analysis, Asset Allocation, Negotiation, Lead Generation, Financial Risk, Securities, Financial Advisory, Contract Negotiation, Strategic Planning, Cold Calling, Marketing, Wealth Management, Time Management, Asset Management, Term Life Insurance, Accounting, Relationship Management, Strategic Financial..., Series 7, Disability Insurance, Fixed Annuities, Business, Small Business, Estate Planning, Life Insurance, Credit, Mutual Funds, Executive Management, 401k, IRAs, Underwriting, Investment Advisory, Series 63, Retirement, Risk Management, Long-term Care
Education
Keller Graduate School of Management of DeVry University 2002 — 2005
MBA, Finance
Northern Illinois University 1988 — 1994
Bachelor of Arts, Economics
Stewart Insurance and Financial Services Agency LLC October 2014 - Present
Heartland Institute of Financial Education June 2012 - Present
Farmers Insurance Agency March 2011 - November 2014
MB Financial Bank April 2008 - April 2010
Fifth Third Bank March 2004 - February 2008
Gold Coast Mortgage January 2002 - March 2004
Harris Bank January 2001 - January 2002
Morgan Stanley Smith Barney January 1999 - January 2001
Skills
Sales, CRM, Investments, Insurance, Management, Retirement Planning, Business Development, Banking, Training, Mortgage Lending, Finance, Financial Services, Loans, Portfolio Management, Financial Analysis, Asset Allocation, Negotiation, Lead Generation, Financial Risk, Securities, Financial Advisory, Contract Negotiation, Strategic Planning, Cold Calling, Marketing, Wealth Management, Time Management, Asset Management, Term Life Insurance, Accounting, Relationship Management, Strategic Financial..., Series 7, Disability Insurance, Fixed Annuities, Business, Small Business, Estate Planning, Life Insurance, Credit, Mutual Funds, Executive Management, 401k, IRAs, Underwriting, Investment Advisory, Series 63, Retirement, Risk Management, Long-term Care
Education
Keller Graduate School of Management of DeVry University 2002 — 2005
MBA, Finance
Northern Illinois University 1988 — 1994
Bachelor of Arts, Economics
Jessica Riddle's Morgan Stanley Smith Barney Experience June 2005 - November 2009
Job Client Relationship Assistant at Robert W. Baird & Co.
Industry Financial Services
Experience
The Babcock & Wilcox Company December 2014 - Present
Robert W. Baird & Co. January 2011 - November 2014
Boston Mills Ski Resort November 2009 - January 2011
Morgan Stanley Smith Barney June 2005 - November 2009
Boston Mills Ski Resort November 2003 - November 2009
Skills
Investments, Customer Service, Management, CRM, Microsoft Excel, Social Media, Microsoft Office, Customer Satisfaction, Customer Support, IRAs, Leadership, Marketing, Sales, Public Relations, ThomsonOne, Microsoft Word, Social Networking, PowerPoint, Marketing Communications, Asset Allocation, Portfolio Management, Retirement Planning, 401k, Insurance, Wealth Management, Financial Analysis
Education
Lorain County Community College 2000 — 2004
Assoicates of the Arts, Liberal Arts and Sciences/Liberal Studies
Elyria High School
HIgh School Dipolma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Kent State University
B.A., English
The Babcock & Wilcox Company December 2014 - Present
Robert W. Baird & Co. January 2011 - November 2014
Boston Mills Ski Resort November 2009 - January 2011
Morgan Stanley Smith Barney June 2005 - November 2009
Boston Mills Ski Resort November 2003 - November 2009
Skills
Investments, Customer Service, Management, CRM, Microsoft Excel, Social Media, Microsoft Office, Customer Satisfaction, Customer Support, IRAs, Leadership, Marketing, Sales, Public Relations, ThomsonOne, Microsoft Word, Social Networking, PowerPoint, Marketing Communications, Asset Allocation, Portfolio Management, Retirement Planning, 401k, Insurance, Wealth Management, Financial Analysis
Education
Lorain County Community College 2000 — 2004
Assoicates of the Arts, Liberal Arts and Sciences/Liberal Studies
Elyria High School
HIgh School Dipolma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Kent State University
B.A., English
Rajendra Balla Rajendra Balla's Morgan Stanley Smith Barney Experience January 2008 - December 2010
Job Flex/Java Consultant at Citigroup
Industry Computer Software
Experience
Citigroup July 2011 - Present
Verizon Wireless December 2010 - July 2011
Morgan Stanley Smith Barney January 2008 - December 2010
Citigroup January 2008 - December 2010
Mahindra Satyam January 2006 - December 2010
Sonata Software 2004 - 2005
Skills
Flex, Java, J2EE Application..., JavaScript, BlazeDS, jQuery, Spring, iBatis, Hibernate, Ext JS, RESTful WebServices, Weblogic, Websphere, JSON
Education
Kakatiya University 1998 — 2001
Master of Computer Applications (M.C.A.)
Osmania University 1993 — 1997
Bachelor, science
Citigroup July 2011 - Present
Verizon Wireless December 2010 - July 2011
Morgan Stanley Smith Barney January 2008 - December 2010
Citigroup January 2008 - December 2010
Mahindra Satyam January 2006 - December 2010
Sonata Software 2004 - 2005
Skills
Flex, Java, J2EE Application..., JavaScript, BlazeDS, jQuery, Spring, iBatis, Hibernate, Ext JS, RESTful WebServices, Weblogic, Websphere, JSON
Education
Kakatiya University 1998 — 2001
Master of Computer Applications (M.C.A.)
Osmania University 1993 — 1997
Bachelor, science
Irina Ginzburg's Morgan Stanley Smith Barney Experience 2009 - September 2010
Job Sr. Business System Analyst
Industry Information Technology and Services
Experience
Bank of America June 2015 - Present
Citi October 2011 - January 2015
AIG Sun America September 2010 - September 2011
Morgan Stanley Smith Barney 2009 - September 2010
Citi Smith Barney November 1999 - 2009
Citi Smith Barney July 1997 - November 1999
KEANE September 1996 - July 1997
EDS Advanced Solutions February 1996 - September 1996
Skills
Business Requirements, SDLC, DB2, COBOL, Financial Systems, Credit Risk, Production Support, CICS, Web Applications, Relational Databases, JCL, Applications Software..., Requirements Analysis, Software Development, Quality Center, Business Analysis, Sybase, Data Modeling, Requirements Gathering, SQL, Testing, Test Planning, Databases, Agile Methodologies, Test Cases, Quality Assurance, Analysis, SharePoint, Visio, Waterfall, Unix, Software Project..., UML, Enterprise Architecture, Mainframe, Access, Data Warehousing, Systems Analysis, TSO, Oracle, User Acceptance Testing, Agile Project Management, Requirements Management, VSAM, Database Design
Education
Chiron Business Solutions 2009 — 2010
Training completion certificate, Comprehensive Business Analyst Training and Business Analyst Certification Program
Kyiv National Taras Shevchenko University 1984 — 1990
MS, Mathematics, Computer Science
Bank of America June 2015 - Present
Citi October 2011 - January 2015
AIG Sun America September 2010 - September 2011
Morgan Stanley Smith Barney 2009 - September 2010
Citi Smith Barney November 1999 - 2009
Citi Smith Barney July 1997 - November 1999
KEANE September 1996 - July 1997
EDS Advanced Solutions February 1996 - September 1996
Skills
Business Requirements, SDLC, DB2, COBOL, Financial Systems, Credit Risk, Production Support, CICS, Web Applications, Relational Databases, JCL, Applications Software..., Requirements Analysis, Software Development, Quality Center, Business Analysis, Sybase, Data Modeling, Requirements Gathering, SQL, Testing, Test Planning, Databases, Agile Methodologies, Test Cases, Quality Assurance, Analysis, SharePoint, Visio, Waterfall, Unix, Software Project..., UML, Enterprise Architecture, Mainframe, Access, Data Warehousing, Systems Analysis, TSO, Oracle, User Acceptance Testing, Agile Project Management, Requirements Management, VSAM, Database Design
Education
Chiron Business Solutions 2009 — 2010
Training completion certificate, Comprehensive Business Analyst Training and Business Analyst Certification Program
Kyiv National Taras Shevchenko University 1984 — 1990
MS, Mathematics, Computer Science
Scott G. Roberts Scott G. Roberts's Morgan Stanley Smith Barney Experience November 2007 - December 2007
Job Real Estate Agent & Investor
Industry Investment Management
Experience
Tower Property Development LLC October 2013 - Present
Sterling Homes Inc. September 2013 - Present
PR Real Estate June 2010 - September 2013
Walmart June 2011 - August 2011
YMCA & Private Lessons December 2005 - August 2010
Sterling Homes Inc. June 2009 - June 2010
Morgan Stanley Smith Barney November 2007 - December 2007
Yates Street Realty Property Management September 2007 - October 2007
Skills
Youth Development
Education
James Madison University 2008 — 2011
Business Management
Tower Property Development LLC October 2013 - Present
Sterling Homes Inc. September 2013 - Present
PR Real Estate June 2010 - September 2013
Walmart June 2011 - August 2011
YMCA & Private Lessons December 2005 - August 2010
Sterling Homes Inc. June 2009 - June 2010
Morgan Stanley Smith Barney November 2007 - December 2007
Yates Street Realty Property Management September 2007 - October 2007
Skills
Youth Development
Education
James Madison University 2008 — 2011
Business Management
Matthew Weitz's Morgan Stanley Smith Barney Experience March 2011 - May 2012
Job Commodities Advanced Specialist at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP April 2014 - Present
ANN INC. October 2013 - March 2014
ANN INC. June 2012 - August 2012
Morgan Stanley Smith Barney March 2011 - May 2012
Bethpage Federal Credit Union June 2011 - August 2011
Baker Botts LLP June 2010 - January 2011
Skills
Calculations, Financial Analysis, Data Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Financial Accounting, Peer Tutoring, Lacrosse, Tennis, Strategic Financial..., Business Economics, Ice Hockey, International Economics, Finance, Strategic Planning, Public Speaking, Sales, Social Media, Microsoft Office, Management, Event Planning, Analytics, Customer Service, Leadership
Education
King's College 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance, General, Minors in International Business and Economics
University College Dublin 2012 — 2012
Study Abroad - Quinn School of Business, Finance, General
Nassau Community College 2009 — 2009
United States Merchant Marine Academy 2008 — 2009
Logistics, Materials, and Supply Chain Management
St. Mary's College Prep High School 2004 — 2008
High School Diploma
Bloomberg LP April 2014 - Present
ANN INC. October 2013 - March 2014
ANN INC. June 2012 - August 2012
Morgan Stanley Smith Barney March 2011 - May 2012
Bethpage Federal Credit Union June 2011 - August 2011
Baker Botts LLP June 2010 - January 2011
Skills
Calculations, Financial Analysis, Data Analysis, Microsoft Excel, Microsoft Word, PowerPoint, Financial Accounting, Peer Tutoring, Lacrosse, Tennis, Strategic Financial..., Business Economics, Ice Hockey, International Economics, Finance, Strategic Planning, Public Speaking, Sales, Social Media, Microsoft Office, Management, Event Planning, Analytics, Customer Service, Leadership
Education
King's College 2010 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance, General, Minors in International Business and Economics
University College Dublin 2012 — 2012
Study Abroad - Quinn School of Business, Finance, General
Nassau Community College 2009 — 2009
United States Merchant Marine Academy 2008 — 2009
Logistics, Materials, and Supply Chain Management
St. Mary's College Prep High School 2004 — 2008
High School Diploma
Lavanya A's Morgan Stanley Smith Barney Experience June 2009 - July 2012
Job MBA Candidate at UCLA Anderson School of Management
Industry Translation and Localization
Experience
Global Translation Firm August 2012 - Present
Morgan Stanley Smith Barney June 2009 - July 2012
Citi June 2007 - May 2009
Schering-Plough June 2007 - August 2007
Goldstone Technologies March 2004 - May 2005
Education
UCLA Anderson School of Management 2013 — 2016
Master of Business Administration (MBA)
Stevens Institute of Technology 2005 — 2007
Master of Science (M.S.), Computer Science
Jawaharlal Nehru Technological University
Bachelor's in Technology (B.Tech), Computer Engineering
Global Translation Firm August 2012 - Present
Morgan Stanley Smith Barney June 2009 - July 2012
Citi June 2007 - May 2009
Schering-Plough June 2007 - August 2007
Goldstone Technologies March 2004 - May 2005
Education
UCLA Anderson School of Management 2013 — 2016
Master of Business Administration (MBA)
Stevens Institute of Technology 2005 — 2007
Master of Science (M.S.), Computer Science
Jawaharlal Nehru Technological University
Bachelor's in Technology (B.Tech), Computer Engineering
Bryce Pribyl CFP®'s Morgan Stanley Smith Barney Experience December 2010 - September 2011
Job Senior Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard July 2013 - Present
Vanguard September 2011 - July 2013
Morgan Stanley Smith Barney December 2010 - September 2011
Barrett Financial November 2007 - January 2010
Equifirst Corporation May 2006 - October 2007
Knight Transportation April 2004 - May 2006
Skills
Loans, Sales, Asset Management, Marketing, Mortgage Lending, Project Management, Customer Service, Customer Satisfaction, Underwriting, Investment Properties, Financial Services, Mutual Funds, Banking, Budgets, Credit, Equities, Finance, Financial Planning, Investments, Leadership, Loan Origination, Microsoft Office, Microsoft Word, Portfolio Management, Process Improvement, Salesforce.com, Spanish
Education
Arizona State University
Bachelor of Arts, Communication, General
Kaplan University 2012 — 2013
Certified Financial Planner TM, Financial Planning and Services
Vanguard July 2013 - Present
Vanguard September 2011 - July 2013
Morgan Stanley Smith Barney December 2010 - September 2011
Barrett Financial November 2007 - January 2010
Equifirst Corporation May 2006 - October 2007
Knight Transportation April 2004 - May 2006
Skills
Loans, Sales, Asset Management, Marketing, Mortgage Lending, Project Management, Customer Service, Customer Satisfaction, Underwriting, Investment Properties, Financial Services, Mutual Funds, Banking, Budgets, Credit, Equities, Finance, Financial Planning, Investments, Leadership, Loan Origination, Microsoft Office, Microsoft Word, Portfolio Management, Process Improvement, Salesforce.com, Spanish
Education
Arizona State University
Bachelor of Arts, Communication, General
Kaplan University 2012 — 2013
Certified Financial Planner TM, Financial Planning and Services
CJ Amadi CJ Amadi's Morgan Stanley Smith Barney Experience December 2011 - December 2014
Job Institutional Consulting Associate at Graystone Consulting A Business of Morgan Stanley
Industry Financial Services
Experience
Graystone Consulting January 2015 - Present
Morgan Stanley Smith Barney December 2011 - December 2014
The Streetevol Blog January 2011 - November 2014
Medco December 2008 - November 2011
City of Trotwood June 2007 - September 2008
Wright State University September 2004 - August 2006
Skills
Data Entry, Call Center, Customer Service, Retirement, Branch Operation, Client Service Oriented, Security, Stocks, Medicine, Pharmacy Technicians, Administrative..., Filing, Legislation, Legislative Research, Public Health, Urban Economics, Cashiering, City Halls, Leadership, Government, Conflict Resolution, Finance, Investment Banking, Marketing, Technology, Training, Call Centers, Time Management, Coaching, Employee Training, Client Services, Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Team Building, Sales
Education
Wright State University 2004 — 2008
Bachelor of Science (B.S.), Human Services, General
Kent State University 2002 — 2003
City/Urban, Community and Regional Planning
Graystone Consulting January 2015 - Present
Morgan Stanley Smith Barney December 2011 - December 2014
The Streetevol Blog January 2011 - November 2014
Medco December 2008 - November 2011
City of Trotwood June 2007 - September 2008
Wright State University September 2004 - August 2006
Skills
Data Entry, Call Center, Customer Service, Retirement, Branch Operation, Client Service Oriented, Security, Stocks, Medicine, Pharmacy Technicians, Administrative..., Filing, Legislation, Legislative Research, Public Health, Urban Economics, Cashiering, City Halls, Leadership, Government, Conflict Resolution, Finance, Investment Banking, Marketing, Technology, Training, Call Centers, Time Management, Coaching, Employee Training, Client Services, Public Speaking, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Team Building, Sales
Education
Wright State University 2004 — 2008
Bachelor of Science (B.S.), Human Services, General
Kent State University 2002 — 2003
City/Urban, Community and Regional Planning
Marzena 'Marz' Brzakala's Morgan Stanley Smith Barney Experience February 2009 - April 2010
Job Partnerships Account Manager at Curiosity.com
Industry E-Learning
Experience
Curiosity.com September 2015 - Present
Sandbox Industries April 2015 - June 2015
Corazon Capital June 2014 - June 2015
Dolan McEniry Capital Management June 2010 - March 2015
Titan Commercial February 2010 - May 2010
Morgan Stanley Smith Barney February 2009 - April 2010
Noreen Heron & Associates November 2009 - January 2010
Wall Expressions September 2006 - December 2009
Old School Hockey June 2009 - July 2009
Index, Inc. March 2008 - January 2009
Skills
Bloomberg, Advent, Adobe Creative Suite, Social Media, Asset Management, Investments, Market Axess, Marketing
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Entrepreneurship
Lake Forest College 2005 — 2009
BA, Economics and Studio Art
Lake Forest High School 2001 — 2005
Economics; Studio Art
Curiosity.com September 2015 - Present
Sandbox Industries April 2015 - June 2015
Corazon Capital June 2014 - June 2015
Dolan McEniry Capital Management June 2010 - March 2015
Titan Commercial February 2010 - May 2010
Morgan Stanley Smith Barney February 2009 - April 2010
Noreen Heron & Associates November 2009 - January 2010
Wall Expressions September 2006 - December 2009
Old School Hockey June 2009 - July 2009
Index, Inc. March 2008 - January 2009
Skills
Bloomberg, Advent, Adobe Creative Suite, Social Media, Asset Management, Investments, Market Axess, Marketing
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance, Entrepreneurship
Lake Forest College 2005 — 2009
BA, Economics and Studio Art
Lake Forest High School 2001 — 2005
Economics; Studio Art
Orlando Camacho Orlando Camacho's Morgan Stanley Smith Barney Experience January 2010 - May 2010
Job Associate Director at UBS
Industry Financial Services
Experience
UBS November 2010 - Present
Wachovia, A Wells Fargo Company June 2010 - November 2010
Morgan Stanley Smith Barney January 2010 - May 2010
Citigroup 2003 - 2010
UBS July 2002 - June 2003
CDS Companies 2003 - 2003
Guardian Life Insurance 1997 - 2001
Shearson Lehman - Smith Barney September 1991 - April 1996
Dean Witter February 1990 - September 1991
Skills
COBOL, DB2, XML, JavaScript, HTML, REXX, Mainframe, JCL, VSAM, TSO, Visual Basic, Fileaid, Linux, MVS, SDLC, Software Development, Programming, IBM Mainframe, CICS, Business Analysis, Endeavor, Requirements Analysis, Visio, Systems Analysis, Software Project..., Java, Unix
Education
La Guardia CC 1982 — 1986
Associate's degree, Computer Programming
LaGuardia Community College 1982 — 1986
Associates, Computer Science
UBS November 2010 - Present
Wachovia, A Wells Fargo Company June 2010 - November 2010
Morgan Stanley Smith Barney January 2010 - May 2010
Citigroup 2003 - 2010
UBS July 2002 - June 2003
CDS Companies 2003 - 2003
Guardian Life Insurance 1997 - 2001
Shearson Lehman - Smith Barney September 1991 - April 1996
Dean Witter February 1990 - September 1991
Skills
COBOL, DB2, XML, JavaScript, HTML, REXX, Mainframe, JCL, VSAM, TSO, Visual Basic, Fileaid, Linux, MVS, SDLC, Software Development, Programming, IBM Mainframe, CICS, Business Analysis, Endeavor, Requirements Analysis, Visio, Systems Analysis, Software Project..., Java, Unix
Education
La Guardia CC 1982 — 1986
Associate's degree, Computer Programming
LaGuardia Community College 1982 — 1986
Associates, Computer Science
Russ Felten, CFP® Russ Felten, CFP®'s Morgan Stanley Smith Barney Experience January 2011 - March 2012
Job New Position
Industry Financial Services
Experience
Texas Retirement Specialists September 2014 - Present
Puritan Financial Group April 2014 - August 2014
Rapier Solutions, Inc. August 2012 - August 2013
Morgan Stanley Smith Barney January 2011 - March 2012
Felten and Kenworthy July 1990 - January 2004
Waycrosse, Inc February 1977 - July 1990
Skills
Wealth Management, Investment Advisory, Retirement Planning, Insurance, Investment Strategies, Asset Allocation, 401k Rollovers, Certified Financial..., Saving for Education, State Insurance Licenses, Series 65, Long-term Care, Strategic Financial..., Estate Planning, Investments, Uniform Combined State..., Public Speaking, Finance, Corporate Finance, Financial Planning
Education
Valparaiso University 1967 — 1972
B.S. in Bus. Admin., Finance
John Carroll University
Texas Retirement Specialists September 2014 - Present
Puritan Financial Group April 2014 - August 2014
Rapier Solutions, Inc. August 2012 - August 2013
Morgan Stanley Smith Barney January 2011 - March 2012
Felten and Kenworthy July 1990 - January 2004
Waycrosse, Inc February 1977 - July 1990
Skills
Wealth Management, Investment Advisory, Retirement Planning, Insurance, Investment Strategies, Asset Allocation, 401k Rollovers, Certified Financial..., Saving for Education, State Insurance Licenses, Series 65, Long-term Care, Strategic Financial..., Estate Planning, Investments, Uniform Combined State..., Public Speaking, Finance, Corporate Finance, Financial Planning
Education
Valparaiso University 1967 — 1972
B.S. in Bus. Admin., Finance
John Carroll University
Marc-Anthony Christian Marc-Anthony Christian's Morgan Stanley Smith Barney Experience October 2010 - December 2011
Job Wealth Management Specialist
Industry Financial Services
Experience
Rapid Return Insurance Agency January 2012 - Present
Morgan Stanley Smith Barney October 2010 - December 2011
Sonicloop Networks 2007 - 2010
Skills
Banking, Financial Services, Salesforce.com, Risk Management, Strategic Planning, Customer Service, Process Improvement, Analysis, Business Analysis, Business Development, Sales, Microsoft Excel, Management, Microsoft Office, Cold Calling, Access, Accounting, Account Management, Data Analysis, Team Building, Team Leadership, Marketing Strategy, Marketing, Real Estate, Finance, CRM, Leadership
Education
Keiser College 2006 — 2008
MIS
St. Georges College 1990 — 1995
High School, General
Rapid Return Insurance Agency January 2012 - Present
Morgan Stanley Smith Barney October 2010 - December 2011
Sonicloop Networks 2007 - 2010
Skills
Banking, Financial Services, Salesforce.com, Risk Management, Strategic Planning, Customer Service, Process Improvement, Analysis, Business Analysis, Business Development, Sales, Microsoft Excel, Management, Microsoft Office, Cold Calling, Access, Accounting, Account Management, Data Analysis, Team Building, Team Leadership, Marketing Strategy, Marketing, Real Estate, Finance, CRM, Leadership
Education
Keiser College 2006 — 2008
MIS
St. Georges College 1990 — 1995
High School, General
Tige Soderberg's Morgan Stanley Smith Barney Experience February 2009 - January 2014
Job Sr. Vice PresidentBranch Manager Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2009 - January 2014
Education
Kansas State University 1993 — 1997
Morgan Stanley Smith Barney February 2009 - January 2014
Education
Kansas State University 1993 — 1997
Amelie Escher Amelie Escher's Morgan Stanley Smith Barney Experience July 2008 - October 2009
Job Licensed Real Estate Salesperson at Kurfiss Sotheby's International Realty, owner of EscherHome, LLC.
Industry Real Estate
Experience
Kurfiss Sotheby's International Realty April 2014 - Present
EscherHome, LLC. October 2012 - Present
YourOldMoney October 2009 - February 2014
Morgan Stanley Smith Barney July 2008 - October 2009
Merrill Lynch September 2006 - July 2008
Skills
Marketing, Wealth Management, Series 7, Mutual Funds, Investments, Investment Advisory, Strategic Financial..., Financial Advisory, Asset Allocation, Asset Managment, Securities, Investment Strategies
Education
Kenyon College 1994 — 1997
B. A., Art History
The Lawrenceville School 1989 — 1992
High School
Kurfiss Sotheby's International Realty April 2014 - Present
EscherHome, LLC. October 2012 - Present
YourOldMoney October 2009 - February 2014
Morgan Stanley Smith Barney July 2008 - October 2009
Merrill Lynch September 2006 - July 2008
Skills
Marketing, Wealth Management, Series 7, Mutual Funds, Investments, Investment Advisory, Strategic Financial..., Financial Advisory, Asset Allocation, Asset Managment, Securities, Investment Strategies
Education
Kenyon College 1994 — 1997
B. A., Art History
The Lawrenceville School 1989 — 1992
High School
Curtis Constant ☁'s Morgan Stanley Smith Barney Experience September 2007 - October 2008
Job CRM Business Analyst at BNY Mellon
Industry Information Technology and Services
Experience
BNY Mellon April 2014 - Present
Bluewolf February 2013 - March 2014
Boston Technologies Inc August 2011 - February 2013
Boston Technologies Inc June 2010 - August 2011
Merrill Lynch September 2009 - June 2010
Gloucester Engineering Co., Inc. June 2008 - September 2009
Morgan Stanley Smith Barney September 2007 - October 2008
Skills
Adobe Creative Suite, Microsoft Office, Salesforce.com, Social Media Marketing, Email Marketing, Constant Contact, Customer Relations, EchoSign, MetaTrader, Customer Service, SaaS, Project Management, Business Development, Social Media, Training, Start-ups, CRM, Marketing, Account Management, Management, Sales, B2B, Analysis, Strategic Planning
Education
Johnson & Wales University 2006 — 2010
Bachelor of Science, Marketing [Concentration: Desktop Publishing - Graphic Design]
Johnson & Wales University 2006 — 2008
Associate in Science, Management
BNY Mellon April 2014 - Present
Bluewolf February 2013 - March 2014
Boston Technologies Inc August 2011 - February 2013
Boston Technologies Inc June 2010 - August 2011
Merrill Lynch September 2009 - June 2010
Gloucester Engineering Co., Inc. June 2008 - September 2009
Morgan Stanley Smith Barney September 2007 - October 2008
Skills
Adobe Creative Suite, Microsoft Office, Salesforce.com, Social Media Marketing, Email Marketing, Constant Contact, Customer Relations, EchoSign, MetaTrader, Customer Service, SaaS, Project Management, Business Development, Social Media, Training, Start-ups, CRM, Marketing, Account Management, Management, Sales, B2B, Analysis, Strategic Planning
Education
Johnson & Wales University 2006 — 2010
Bachelor of Science, Marketing [Concentration: Desktop Publishing - Graphic Design]
Johnson & Wales University 2006 — 2008
Associate in Science, Management
Andrew Guild Andrew Guild's Morgan Stanley Smith Barney Experience September 2009 - April 2011
Job Sales Manager
Industry Financial Services
Experience
Ohio Warehouse Equipment February 2013 - Present
Ohio Warehouse Equipment Outlet April 2011 - Present
John Carroll University September 2013 - December 2013
Morgan Stanley Smith Barney September 2009 - April 2011
John Carroll University September 2007 - September 2009
thunder::tech January 2008 - February 2009
Department of Veterans Affairs May 2005 - August 2007
Skills
Marketing, Sales, New Business Development, Sales Management, Marketing Strategy, Customer Service, Forecasting, Internet Marketing, HTML5, CSS
Education
John Carroll University 2007 — 2009
MBA
John Carroll University 2001 — 2005
BA
Ohio Warehouse Equipment February 2013 - Present
Ohio Warehouse Equipment Outlet April 2011 - Present
John Carroll University September 2013 - December 2013
Morgan Stanley Smith Barney September 2009 - April 2011
John Carroll University September 2007 - September 2009
thunder::tech January 2008 - February 2009
Department of Veterans Affairs May 2005 - August 2007
Skills
Marketing, Sales, New Business Development, Sales Management, Marketing Strategy, Customer Service, Forecasting, Internet Marketing, HTML5, CSS
Education
John Carroll University 2007 — 2009
MBA
John Carroll University 2001 — 2005
BA
Jonathan Maula Jonathan Maula's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job U.S. Equity Trader
Industry Financial Services
Experience
Self Employed Equity Trader June 2011 - Present
SMB Capital June 2010 - July 2011
Ramcorp Wire & Cable May 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Pocono Wellness & Sports Center January 2005 - August 2007
Skills
Finance, Accounting, Stocks, Equities, Financial Analysis, Financial Modeling, Trading, Investments, Microsoft Excel, Risk Management, Options, Politics, Web Development, Client Service Oriented, Government, Portfolio Management, Entrepreneurship, Marketing
Education
La Salle University 2006 — 2010
Bachelor of Science in Business Administration Degree, Finance/Accounting
Notre Dame 2002 — 2006
Self Employed Equity Trader June 2011 - Present
SMB Capital June 2010 - July 2011
Ramcorp Wire & Cable May 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Pocono Wellness & Sports Center January 2005 - August 2007
Skills
Finance, Accounting, Stocks, Equities, Financial Analysis, Financial Modeling, Trading, Investments, Microsoft Excel, Risk Management, Options, Politics, Web Development, Client Service Oriented, Government, Portfolio Management, Entrepreneurship, Marketing
Education
La Salle University 2006 — 2010
Bachelor of Science in Business Administration Degree, Finance/Accounting
Notre Dame 2002 — 2006
Elizabeth Sherwood's Morgan Stanley Smith Barney Experience December 1998 - May 2010
Job Dedicated Dependable Domestic Diva at Chez de Sherwood
Industry Financial Services
Experience
Chez de Sherwood May 2010 - Present
Morgan Stanley Smith Barney December 1998 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Research, PowerPoint
Education
Kennesaw State University 1990 — 1998
Bachelor of Business Administration (BBA), Finance, General
Alan C Pope High School 1987 — 1990
High School
Chez de Sherwood May 2010 - Present
Morgan Stanley Smith Barney December 1998 - May 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Outlook, Research, PowerPoint
Education
Kennesaw State University 1990 — 1998
Bachelor of Business Administration (BBA), Finance, General
Alan C Pope High School 1987 — 1990
High School
Lorenzo Nicholson, MBA's Morgan Stanley Smith Barney Experience June 2000 - May 2012
Job Project Lead Children's National Health System / Adjunct Professor Health Services Admin. Univ. of the Potomac
Industry Hospital & Health Care
Experience
Children's National Health System May 2012 - Present
University of the Potomac April 2012 - Present
Morgan Stanley Smith Barney June 2000 - May 2012
Skills
Healthcare, Health Education, Healthcare Management, Program Evaluation, Program Development, EHR, Hospitals, Quality Improvement, Health Informatics, Financial Reporting, Financial Markets, Strategic Financial..., Research, Healthcare Information..., Leadership, Process Improvement, Software Documentation, Public Speaking, Informatics, Management, Strategic Planning, Data Analysis, HIPAA, Program Management, Analysis, Training
Education
Strayer University (VA) 2010 — 2012
MBA, Health Services Administration
Strayer University (DC) 2006 — 2008
Bachelor of Business Administration (BBA), - Management
Johnson C. Smith University - JCSU 1984 — 1987
BBA, Business Administration and Management, General
Children's National Health System May 2012 - Present
University of the Potomac April 2012 - Present
Morgan Stanley Smith Barney June 2000 - May 2012
Skills
Healthcare, Health Education, Healthcare Management, Program Evaluation, Program Development, EHR, Hospitals, Quality Improvement, Health Informatics, Financial Reporting, Financial Markets, Strategic Financial..., Research, Healthcare Information..., Leadership, Process Improvement, Software Documentation, Public Speaking, Informatics, Management, Strategic Planning, Data Analysis, HIPAA, Program Management, Analysis, Training
Education
Strayer University (VA) 2010 — 2012
MBA, Health Services Administration
Strayer University (DC) 2006 — 2008
Bachelor of Business Administration (BBA), - Management
Johnson C. Smith University - JCSU 1984 — 1987
BBA, Business Administration and Management, General
Denny Panakal Denny Panakal's Morgan Stanley Smith Barney Experience November 2009 - Present
Job Project Manager at Morgan Stanley Smith Barney
Industry Computer Software
Experience
Morgan Stanley Smith Barney November 2009 - Present
Vitech Systems Group, Inc. January 2009 - November 2009
USDA - FAS November 2008 - December 2008
DATA Inc December 1998 - October 2008
Hughes Software System 1996 - 1998
Aeronautical Development Agency 1995 - 1996
National Aerospace Laboratories 1994 - 1995
Skills
SDLC, Software Project..., Vendor Management, Requirements Analysis, PMP, Business Analysis, Agile Methodologies, Project Management, Visio, SOA, Program Management, Enterprise Architecture, Project Portfolio..., Quality Assurance, PMO, Software Development, Microsoft SQL Server, Business Process, Business Intelligence, CRM, Leadership, Management, Integration
Education
Dale Carnegie 2008 — 2008
Basaveshwara Engineering College 1989 — 1993
Bachelor of Engineering, Computer Science
Karnatak University 1989 — 1993
B.E., Computer Science
St.Charles High School, Bhadravathi
Morgan Stanley Smith Barney November 2009 - Present
Vitech Systems Group, Inc. January 2009 - November 2009
USDA - FAS November 2008 - December 2008
DATA Inc December 1998 - October 2008
Hughes Software System 1996 - 1998
Aeronautical Development Agency 1995 - 1996
National Aerospace Laboratories 1994 - 1995
Skills
SDLC, Software Project..., Vendor Management, Requirements Analysis, PMP, Business Analysis, Agile Methodologies, Project Management, Visio, SOA, Program Management, Enterprise Architecture, Project Portfolio..., Quality Assurance, PMO, Software Development, Microsoft SQL Server, Business Process, Business Intelligence, CRM, Leadership, Management, Integration
Education
Dale Carnegie 2008 — 2008
Basaveshwara Engineering College 1989 — 1993
Bachelor of Engineering, Computer Science
Karnatak University 1989 — 1993
B.E., Computer Science
St.Charles High School, Bhadravathi
Barry Goldstein Barry Goldstein's Morgan Stanley Smith Barney Experience February 1984 - February 2007
Job Senior Vice President Investments UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc. February 2007 - Present
Morgan Stanley Smith Barney February 1984 - February 2007
Education
University of Miami School of Law 1972 — 1975
JD
Kent State University 1968 — 1972
Bachelor of Arts, Political Science
UBS Financial Services Inc. February 2007 - Present
Morgan Stanley Smith Barney February 1984 - February 2007
Education
University of Miami School of Law 1972 — 1975
JD
Kent State University 1968 — 1972
Bachelor of Arts, Political Science
John Planer John Planer's Morgan Stanley Smith Barney Experience June 2011 - June 2011
Job Student at Kenyon College
Industry Capital Markets
Experience
Keefe, Bruyette and Woods July 2012 - July 2012
Riviera Commodities July 2011 - July 2011
Morgan Stanley Smith Barney June 2011 - June 2011
Skills
Equities, Wealth Management, Research, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Economics, Teamwork, Customer Service, Capital Markets, Social Media
Education
Kenyon College 2009 — 2013
Bachelor's degree, History
Keefe, Bruyette and Woods July 2012 - July 2012
Riviera Commodities July 2011 - July 2011
Morgan Stanley Smith Barney June 2011 - June 2011
Skills
Equities, Wealth Management, Research, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Economics, Teamwork, Customer Service, Capital Markets, Social Media
Education
Kenyon College 2009 — 2013
Bachelor's degree, History
Grant Stuart Grant Stuart's Morgan Stanley Smith Barney Experience March 2008 - May 2010
Job .
Industry Financial Services
Experience
* August 2010 - Present
Morgan Stanley Smith Barney March 2008 - May 2010
RigNet April 2005 - January 2007
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., SAP, CompTIA A+ Certification, CompTIA Network+, Cisco Call Manager, Cisco Technologies, Cisco Wireless, Cisco Routers, Network Administration, Network Design, Wireless Networking, Business Networking
Education
Lamar University
Bachelor's degree, Finance and Economics
* August 2010 - Present
Morgan Stanley Smith Barney March 2008 - May 2010
RigNet April 2005 - January 2007
Skills
Series 7, Series 63, Series 65, Life & Health Insurance..., SAP, CompTIA A+ Certification, CompTIA Network+, Cisco Call Manager, Cisco Technologies, Cisco Wireless, Cisco Routers, Network Administration, Network Design, Wireless Networking, Business Networking
Education
Lamar University
Bachelor's degree, Finance and Economics
Geoff Tripodi Geoff Tripodi's Morgan Stanley Smith Barney Experience 2009 - March 2011
Job Wholesale Account Executive at Santander Bank N.A.
Industry Financial Services
Experience
Santander Bank, N.A. March 2011 - Present
Morgan Stanley Smith Barney 2009 - March 2011
Indymac Bank F.S.B July 1997 - September 2008
CrossLand Mortgage Corp. January 1995 - June 1997
Shearson Lehman Mortgage Corp June 1990 - November 1994
The Summit Mortgage Co. Inc. May 1986 - June 1990
Education
Kean University 1982 — 1986
Bachelor of Science in Management Science;, Business, Finance, Economics, Marketing, Money & Banking
Santander Bank, N.A. March 2011 - Present
Morgan Stanley Smith Barney 2009 - March 2011
Indymac Bank F.S.B July 1997 - September 2008
CrossLand Mortgage Corp. January 1995 - June 1997
Shearson Lehman Mortgage Corp June 1990 - November 1994
The Summit Mortgage Co. Inc. May 1986 - June 1990
Education
Kean University 1982 — 1986
Bachelor of Science in Management Science;, Business, Finance, Economics, Marketing, Money & Banking
Margaret Hanley Margaret Hanley's Morgan Stanley Smith Barney Experience June 2007 - August 2007
Job Strategy & Transformation Senior Consultant at IBM Global Business Services
Industry Management Consulting
Experience
IBM Global Business Services August 2009 - Present
IBM June 2008 - August 2008
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Business Process, Business Intelligence, Business Analysis, Requirements Gathering, Management Consulting, Data Analysis, Business Process..., Consulting, Change Management, Strategy, Business Strategy, Business Transformation
Education
Lafayette College 2005 — 2009
BA, International Economics and Commerce, Psychology
IBM Global Business Services August 2009 - Present
IBM June 2008 - August 2008
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Business Process, Business Intelligence, Business Analysis, Requirements Gathering, Management Consulting, Data Analysis, Business Process..., Consulting, Change Management, Strategy, Business Strategy, Business Transformation
Education
Lafayette College 2005 — 2009
BA, International Economics and Commerce, Psychology
Richard Vincent's Morgan Stanley Smith Barney Experience November 2005 - April 2010
Job First Vice PresidentInvestments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Wealth Management April 2010 - Present
Morgan Stanley Smith Barney November 2005 - April 2010
Oppenheimer & Co. August 1995 - November 2005
Lehman Brothers November 1982 - August 1995
Education
Kenyon College 1974 — 1978
BA, History
Montclair High School 1970 — 1974
UBS Wealth Management April 2010 - Present
Morgan Stanley Smith Barney November 2005 - April 2010
Oppenheimer & Co. August 1995 - November 2005
Lehman Brothers November 1982 - August 1995
Education
Kenyon College 1974 — 1978
BA, History
Montclair High School 1970 — 1974
Edward Hudak Edward Hudak's Morgan Stanley Smith Barney Experience November 2007 - August 2010
Job Director, Internal Audit at Teva Pharmaceuticals
Industry Accounting
Experience
Teva Pharmaceuticals September 2014 - Present
Price Waterhouse Coopers September 2010 - September 2014
Morgan Stanley Smith Barney November 2007 - August 2010
PricewaterhouseCoopers March 2005 - October 2007
Unisys 2003 - 2005
KPMG Audit 1998 - 2002
Skills
Internal Controls, Financial Reporting, Auditing, Sarbanes-Oxley Act, Internal Audit, GAAP, US GAAP, Business Process..., Finance, Accounting, Financial Accounting, Financial Audits, SEC filings, CPA, Sarbanes-Oxley, External Audit, Strategic Financial..., Financial Analysis, Assurance, Enterprise Risk..., Financial Planning, SEC Filings, Corporate Tax
Education
La Salle University 1985 — 1988
Bachelor of Science (BS)
Teva Pharmaceuticals September 2014 - Present
Price Waterhouse Coopers September 2010 - September 2014
Morgan Stanley Smith Barney November 2007 - August 2010
PricewaterhouseCoopers March 2005 - October 2007
Unisys 2003 - 2005
KPMG Audit 1998 - 2002
Skills
Internal Controls, Financial Reporting, Auditing, Sarbanes-Oxley Act, Internal Audit, GAAP, US GAAP, Business Process..., Finance, Accounting, Financial Accounting, Financial Audits, SEC filings, CPA, Sarbanes-Oxley, External Audit, Strategic Financial..., Financial Analysis, Assurance, Enterprise Risk..., Financial Planning, SEC Filings, Corporate Tax
Education
La Salle University 1985 — 1988
Bachelor of Science (BS)
Jeff Mary Jeff Mary's Morgan Stanley Smith Barney Experience April 2009 - Present
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2009 - Present
ODL Securities 2007 - 2009
GFT Spot Forex CFDs Spread Bets January 2006 - December 2007
Ameriquest Mortgage January 2005 - January 2006
Vector Marketing 2000 - 2004
Education
Kent State University 2000 — 2004
B.B.A., Finance
Bishop Canevin High School 1996 — 2000
Morgan Stanley Smith Barney April 2009 - Present
ODL Securities 2007 - 2009
GFT Spot Forex CFDs Spread Bets January 2006 - December 2007
Ameriquest Mortgage January 2005 - January 2006
Vector Marketing 2000 - 2004
Education
Kent State University 2000 — 2004
B.B.A., Finance
Bishop Canevin High School 1996 — 2000
Steve Minshull's Morgan Stanley Smith Barney Experience January 2010 - January 2012
Job Financial Advisor at Merrill Lynch Global Wealth Management
Industry Marketing and Advertising
Experience
Merrill Lynch Global Wealth Management February 2012 - Present
Morgan Stanley Smith Barney January 2010 - January 2012
Zillner Marketing Communications September 2005 - October 2009
Creative Network, Inc. April 1995 - September 2005
Triad Productions June 1986 - April 1995
Skills
Finance, Financial Services
Education
Kansas State University 1982 — 1986
BS, Journalism
Merrill Lynch Global Wealth Management February 2012 - Present
Morgan Stanley Smith Barney January 2010 - January 2012
Zillner Marketing Communications September 2005 - October 2009
Creative Network, Inc. April 1995 - September 2005
Triad Productions June 1986 - April 1995
Skills
Finance, Financial Services
Education
Kansas State University 1982 — 1986
BS, Journalism
Matthew Atkinson, MBA, CFP®'s Morgan Stanley Smith Barney Experience March 2010 - May 2011
Job Financial Advisor at Vanguard
Industry Financial Services
Experience
Vanguard May 2014 - Present
Vanguard October 2013 - May 2014
Vanguard June 2011 - November 2013
Morgan Stanley Smith Barney March 2010 - May 2011
S.L. Nusbaum Realty Co. June 2007 - February 2010
Case & Associates Properties, Inc. June 2005 - May 2007
Agora Church June 2005 - May 2007
COR Fitness & Tanning January 2005 - July 2005
Skills
Client Relationship..., Wealth Management, Asset Allocation, Financial Reporting, Financial Advisory, Strategic Leadership, Internal Audit, Teamwork, Self Starter, Problem Solving, CRM, Strategic Financial..., Sales, Finance, Management, Entrepreneurship, Contract Negotiation, Auditing, Retirement Planning, Program Management, Marketing, Portfolio Management, Leadership, Operations Management, Risk Management, Asset Management, Mutual Funds, Due Diligence, Estate Planning, Financial Accounting, Financial Risk, Valuation, Financial Planning
Education
Regent University 2008 — 2010
MBA, Global Business Management & Leadership
University of Tulsa 2002 — 2004
B.S, Exercise and Sports Science
John Brown University 2000 — 2002
Vanguard May 2014 - Present
Vanguard October 2013 - May 2014
Vanguard June 2011 - November 2013
Morgan Stanley Smith Barney March 2010 - May 2011
S.L. Nusbaum Realty Co. June 2007 - February 2010
Case & Associates Properties, Inc. June 2005 - May 2007
Agora Church June 2005 - May 2007
COR Fitness & Tanning January 2005 - July 2005
Skills
Client Relationship..., Wealth Management, Asset Allocation, Financial Reporting, Financial Advisory, Strategic Leadership, Internal Audit, Teamwork, Self Starter, Problem Solving, CRM, Strategic Financial..., Sales, Finance, Management, Entrepreneurship, Contract Negotiation, Auditing, Retirement Planning, Program Management, Marketing, Portfolio Management, Leadership, Operations Management, Risk Management, Asset Management, Mutual Funds, Due Diligence, Estate Planning, Financial Accounting, Financial Risk, Valuation, Financial Planning
Education
Regent University 2008 — 2010
MBA, Global Business Management & Leadership
University of Tulsa 2002 — 2004
B.S, Exercise and Sports Science
John Brown University 2000 — 2002
Craig Livoti's Morgan Stanley Smith Barney Experience July 2007 - May 2011
Job Regional Sales Associate at OppenheimerFunds
Industry Financial Services
Experience
OppenheimerFunds July 2012 - Present
BlackRock June 2011 - January 2012
Morgan Stanley Smith Barney July 2007 - May 2011
UBS Wealth Management November 2004 - July 2007
Skills
Series 7, Hedge Funds, Equities, Asset Management, Securities, Financial Planning, Investments, Financial Markets, Portfolio Management, Retirement Planning, Fixed Income, Financial Analysis, ETFs, Mutual Funds, Series 63, Strategic Planning, Asset Allocation, Wealth Management, Alternative Investments, Investment Advisory, Account Management, Sales Management, Strategic Financial..., Financial Advisory, Financial Services, Bonds
Education
Lafayette College 2000 — 2004
Bachelor of Arts, Business and Economics
SHS
OppenheimerFunds July 2012 - Present
BlackRock June 2011 - January 2012
Morgan Stanley Smith Barney July 2007 - May 2011
UBS Wealth Management November 2004 - July 2007
Skills
Series 7, Hedge Funds, Equities, Asset Management, Securities, Financial Planning, Investments, Financial Markets, Portfolio Management, Retirement Planning, Fixed Income, Financial Analysis, ETFs, Mutual Funds, Series 63, Strategic Planning, Asset Allocation, Wealth Management, Alternative Investments, Investment Advisory, Account Management, Sales Management, Strategic Financial..., Financial Advisory, Financial Services, Bonds
Education
Lafayette College 2000 — 2004
Bachelor of Arts, Business and Economics
SHS
Igor Malyshev Igor Malyshev's Morgan Stanley Smith Barney Experience September 1995 - January 1999
Job Advisor to the Chairman
Industry Consumer Goods
Experience
Molochnoe Delo - Large and fast growing dairy products operator in Moscow, Russia January 2012 - Present
Technomatix September 2009 - Present
Hex Media September 2006 - November 2010
NSBet July 2004 - June 2006
Hexon Inc November 2001 - June 2006
AEGON February 1999 - September 2001
Morgan Stanley Smith Barney September 1995 - January 1999
ADP March 1993 - September 1995
Education
Walden University 2007 — 2009
Business and Organizational Change
Kaplan University 1990 — 1993
Information Technology Processing
Odessa State Polytechnic University 1977 — 1982
MS, Engineering/ Cryogenics, Computer Science
Molochnoe Delo - Large and fast growing dairy products operator in Moscow, Russia January 2012 - Present
Technomatix September 2009 - Present
Hex Media September 2006 - November 2010
NSBet July 2004 - June 2006
Hexon Inc November 2001 - June 2006
AEGON February 1999 - September 2001
Morgan Stanley Smith Barney September 1995 - January 1999
ADP March 1993 - September 1995
Education
Walden University 2007 — 2009
Business and Organizational Change
Kaplan University 1990 — 1993
Information Technology Processing
Odessa State Polytechnic University 1977 — 1982
MS, Engineering/ Cryogenics, Computer Science
Joseph Allocco Joseph Allocco's Morgan Stanley Smith Barney Experience February 2000 - March 2011
Job Vice President / Global Head of Collaboration,Content Management, and Archiving Operations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley November 2011 - Present
Morgan Stanley March 2011 - November 2011
Morgan Stanley Smith Barney February 2000 - March 2011
US Navy 1996 - 2000
Skills
VB.NET, VBScript, JavaScript, Wise, MSI, InstallShield, Altiris, SMS, SQL Server, C#, Perl, PHP, ASP.NET, HTML, CSS, IIS, Windows Server, Windows, Linux, BSD, SNA, Project Engineering, Microsoft Exchange, Social Networking, Microsoft Office, Enterprise Architecture, Active Directory, IT Management, Outage Management, Operations Management, Enterprise IT..., Enterprise Management..., Market Data, SDLC, Virtualization, Integration, Disaster Recovery, Vendor Management, Visio, Microsoft SQL Server, Software Project..., Requirements Analysis, Sybase, IT Strategy
Education
The Chubb Institute 1999 — 1999
Network Engineering
US Navy - Air Traffic Control School 1996 — 1997
Air Traffic Control
Kingsborough Community College 1994 — 1996
Computer Science
Morgan Stanley January 2013 - Present
Morgan Stanley November 2011 - Present
Morgan Stanley March 2011 - November 2011
Morgan Stanley Smith Barney February 2000 - March 2011
US Navy 1996 - 2000
Skills
VB.NET, VBScript, JavaScript, Wise, MSI, InstallShield, Altiris, SMS, SQL Server, C#, Perl, PHP, ASP.NET, HTML, CSS, IIS, Windows Server, Windows, Linux, BSD, SNA, Project Engineering, Microsoft Exchange, Social Networking, Microsoft Office, Enterprise Architecture, Active Directory, IT Management, Outage Management, Operations Management, Enterprise IT..., Enterprise Management..., Market Data, SDLC, Virtualization, Integration, Disaster Recovery, Vendor Management, Visio, Microsoft SQL Server, Software Project..., Requirements Analysis, Sybase, IT Strategy
Education
The Chubb Institute 1999 — 1999
Network Engineering
US Navy - Air Traffic Control School 1996 — 1997
Air Traffic Control
Kingsborough Community College 1994 — 1996
Computer Science
Ross Van Laarhoven's Morgan Stanley Smith Barney Experience October 2010 - May 2011
Job Client Service Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Morgan Stanley Smith Barney October 2010 - May 2011
Skills
Microsoft Excel, Financial Services
Education
King's College 2007 — 2011
Bachelors Degree, Finance Major, Accounting and Economics Minors
Fidelity Investments October 2011 - Present
Morgan Stanley Smith Barney October 2010 - May 2011
Skills
Microsoft Excel, Financial Services
Education
King's College 2007 — 2011
Bachelors Degree, Finance Major, Accounting and Economics Minors
Nevin Kaul's Morgan Stanley Smith Barney Experience 2005 - 2011
Job Portfolio Manager at 1st Portfolio
Industry Financial Services
Experience
1st Portfolio October 2012 - Present
Oppenheimer & Co. May 2011 - October 2012
Morgan Stanley Smith Barney 2005 - 2011
AnviCom 1992 - 2005
Extraprise 1999 - 2001
Skills
Wealth Management, Retirement Planning, Investments, Portfolio Management, Business Development, Business Strategy, Series 7, Strategic Financial..., Mutual Funds, Estate Planning, Asset Allocation
Education
The University of Texas at Arlington 1981 — 1985
Bachelor's degree, Geology/Mathematics
Keller Graduate School of Management of DeVry University 1998 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
1st Portfolio October 2012 - Present
Oppenheimer & Co. May 2011 - October 2012
Morgan Stanley Smith Barney 2005 - 2011
AnviCom 1992 - 2005
Extraprise 1999 - 2001
Skills
Wealth Management, Retirement Planning, Investments, Portfolio Management, Business Development, Business Strategy, Series 7, Strategic Financial..., Mutual Funds, Estate Planning, Asset Allocation
Education
The University of Texas at Arlington 1981 — 1985
Bachelor's degree, Geology/Mathematics
Keller Graduate School of Management of DeVry University 1998 — 2001
Master of Business Administration (M.B.A.), Business Administration and Management, General
Tegan Smith's Morgan Stanley Smith Barney Experience 2007 - 2009
Job Account Supervisor at ViTRO
Industry Marketing and Advertising
Experience
ViTRO November 2013 - Present
DDB July 2012 - October 2013
DDB February 2011 - July 2012
DDB March 2010 - February 2011
Morgan Stanley Smith Barney 2007 - 2009
Skills
Advertising, Digital Strategy, Integrated Marketing, Digital Marketing, Interactive Marketing, Creative Strategy, Digital Media, Online Advertising, Media Planning, Relationship Marketing, Interactive Advertising
Education
Lafayette College 2003 — 2007
BA, Economics & Business, Anthropology & Sociology
Scarsdale High School 1999 — 2003
ViTRO November 2013 - Present
DDB July 2012 - October 2013
DDB February 2011 - July 2012
DDB March 2010 - February 2011
Morgan Stanley Smith Barney 2007 - 2009
Skills
Advertising, Digital Strategy, Integrated Marketing, Digital Marketing, Interactive Marketing, Creative Strategy, Digital Media, Online Advertising, Media Planning, Relationship Marketing, Interactive Advertising
Education
Lafayette College 2003 — 2007
BA, Economics & Business, Anthropology & Sociology
Scarsdale High School 1999 — 2003
Brindha Arumugam's Morgan Stanley Smith Barney Experience 2009 - 2010
Job Senior Consultant
Industry Information Technology and Services
Experience
Educational Testing Service (ETS) October 2010 - June 2012
Mahindra Satyam October 2008 - October 2010
Morgan Stanley Smith Barney 2009 - 2010
Citigroup 2006 - 2009
SYSMIND January 2004 - October 2008
Goldman Sachs February 2004 - July 2005
Wipro Technologies March 2000 - June 2003
Skills
Software Project..., Requirements Analysis, SDLC, Business Analysis
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA)
Sathyabama Institute of Science and Technology 1995 — 1999
Bachelor of Engineering (BEng), EEE
Educational Testing Service (ETS) October 2010 - June 2012
Mahindra Satyam October 2008 - October 2010
Morgan Stanley Smith Barney 2009 - 2010
Citigroup 2006 - 2009
SYSMIND January 2004 - October 2008
Goldman Sachs February 2004 - July 2005
Wipro Technologies March 2000 - June 2003
Skills
Software Project..., Requirements Analysis, SDLC, Business Analysis
Education
Keller Graduate School of Management of DeVry University
Master of Business Administration (MBA)
Sathyabama Institute of Science and Technology 1995 — 1999
Bachelor of Engineering (BEng), EEE
Karunasri Chowdavarapu's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Sr. Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citigroup July 2006 - May 2009
TCS July 2004 - June 2006
Lehman Brothers July 2004 - June 2006
Skills
SDLC
Education
Kakatiya University 1993 — 1996
Morgan Stanley Smith Barney June 2009 - Present
Citigroup July 2006 - May 2009
TCS July 2004 - June 2006
Lehman Brothers July 2004 - June 2006
Skills
SDLC
Education
Kakatiya University 1993 — 1996
Cecile Anderes's Morgan Stanley Smith Barney Experience May 2011 - Present
Job Fixed Income Institutional Sales
Industry Investment Banking
Experience
Morgan Stanley Smith Barney May 2011 - Present
Citigroup August 1989 - February 2002
Education
Lafayette College 1986 — 1989
Morgan Stanley Smith Barney May 2011 - Present
Citigroup August 1989 - February 2002
Education
Lafayette College 1986 — 1989
Filippo Freccia's Morgan Stanley Smith Barney Experience October 2011 - October 2012
Job Facilities Manager for 21st Amendment Brewery
Industry Financial Services
Experience
21st Amendment Brewery Restaurant April 2014 - Present
New York Life Insurance Company February 2014 - March 2014
Fidelity Investments September 2012 - March 2013
Morgan Stanley Smith Barney October 2011 - October 2012
Morgan Stanley Smith Barney October 2008 - October 2011
Skills
Investments, Public Speaking, Retirement, Insurance, Banking, Series 6, Series 7, Series 63, Series 65, Relationship Management, Securities, Mergers & Acquisitions, Sales, Financial Services, Mutual Funds, Retirement Planning
Education
Kenyon College 1981 — 1985
Bachelor's degree, Psychology
Phillips Academy - Andover 1979 — 1981
High School diploma
North Yarmouth Academy 1977 — 1979
21st Amendment Brewery Restaurant April 2014 - Present
New York Life Insurance Company February 2014 - March 2014
Fidelity Investments September 2012 - March 2013
Morgan Stanley Smith Barney October 2011 - October 2012
Morgan Stanley Smith Barney October 2008 - October 2011
Skills
Investments, Public Speaking, Retirement, Insurance, Banking, Series 6, Series 7, Series 63, Series 65, Relationship Management, Securities, Mergers & Acquisitions, Sales, Financial Services, Mutual Funds, Retirement Planning
Education
Kenyon College 1981 — 1985
Bachelor's degree, Psychology
Phillips Academy - Andover 1979 — 1981
High School diploma
North Yarmouth Academy 1977 — 1979
Venkat Minupala's Morgan Stanley Smith Barney Experience April 2008 - September 2014
Job Consultant: Big Data Architect at Johnson & Johnson
Industry Information Technology and Services
Experience
Johnson & Johnson October 2014 - Present
Morgan Stanley Smith Barney April 2008 - September 2014
CapitalOne 2004 - 2008
Sprint February 2004 - July 2004
Verizon December 2002 - January 2004
Skills
Data Warehousing, Ab Initio, Business Analysis, Big Data, R & Python, Analytics, Data Science
Education
Kakatiya University 1997 — 1999
MBA, MIS
Osmania University 1996 — 1999
Johnson & Johnson October 2014 - Present
Morgan Stanley Smith Barney April 2008 - September 2014
CapitalOne 2004 - 2008
Sprint February 2004 - July 2004
Verizon December 2002 - January 2004
Skills
Data Warehousing, Ab Initio, Business Analysis, Big Data, R & Python, Analytics, Data Science
Education
Kakatiya University 1997 — 1999
MBA, MIS
Osmania University 1996 — 1999
Paul Wenzelburger's Morgan Stanley Smith Barney Experience May 2010 - Present
Job Information Technology Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2010 - Present
Prudential Financial 1998 - 2009
Smith Barney 1995 - 1998
Smith Barney 1993 - 1995
Education
Kean University 1990 — 1992
BA, English
Morgan Stanley Smith Barney May 2010 - Present
Prudential Financial 1998 - 2009
Smith Barney 1995 - 1998
Smith Barney 1993 - 1995
Education
Kean University 1990 — 1992
BA, English
Nathan Maciejowski's Morgan Stanley Smith Barney Experience August 2011 - June 2012
Job Wealth Advisor at Redwood Financial Network
Industry Financial Services
Experience
Redwood Financial Network June 2014 - Present
Mace Wealth Management, LLC January 2013 - June 2014
Morgan Stanley Smith Barney August 2011 - June 2012
Leader Capital Group LLC October 2009 - August 2011
HMH Offroad LLC January 2004 - October 2009
Education
Kent State University 1996 — 1998
Business
Redwood Financial Network June 2014 - Present
Mace Wealth Management, LLC January 2013 - June 2014
Morgan Stanley Smith Barney August 2011 - June 2012
Leader Capital Group LLC October 2009 - August 2011
HMH Offroad LLC January 2004 - October 2009
Education
Kent State University 1996 — 1998
Business
Michael Liskay's Morgan Stanley Smith Barney Experience May 2006 - August 2006
Job Financial Professional at AXA Equitable
Industry Financial Services
Experience
AXA Equitable April 2010 - Present
United Brokerage Group November 2007 - March 2011
Morgan Stanley Smith Barney May 2006 - August 2006
Education
Kent State University 2003 — 2007
Marketing, Finance
AXA Equitable April 2010 - Present
United Brokerage Group November 2007 - March 2011
Morgan Stanley Smith Barney May 2006 - August 2006
Education
Kent State University 2003 — 2007
Marketing, Finance
Duray Taylor's Morgan Stanley Smith Barney Experience April 2003 - December 2010
Job Director at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS August 2015 - Present
UBS January 2014 - Present
UBS Financial Services Inc September 2011 - December 2013
Morgan Stanley Smith Barney April 2003 - December 2010
Education
Kean University 1997 — 2001
UBS August 2015 - Present
UBS January 2014 - Present
UBS Financial Services Inc September 2011 - December 2013
Morgan Stanley Smith Barney April 2003 - December 2010
Education
Kean University 1997 — 2001
Benjamin Oxnard's Morgan Stanley Smith Barney Experience July 2008 - 2009
Job Research Assistant at ICF International
Industry Management Consulting
Experience
ICF International July 2009 - Present
Morgan Stanley Smith Barney July 2008 - 2009
James Madison University 2006 - 2008
Education
James Madison University 2005 — 2009
ICF International July 2009 - Present
Morgan Stanley Smith Barney July 2008 - 2009
James Madison University 2006 - 2008
Education
James Madison University 2005 — 2009
Jyothi Jujare's Morgan Stanley Smith Barney Experience October 2011 - March 2012
Job Senior Consultant at Simeio Solutions
Industry Information Technology and Services
Experience
Simeio Solutions April 2012 - Present
Morgan Stanley Smith Barney October 2011 - March 2012
Polaris Software Lab January 2011 - September 2011
Polaris Software Lab September 2010 - January 2011
Center for Neighborhood Technology January 2010 - August 2010
University of Illinois at Chicago January 2009 - May 2010
Edwards Hospital and Health Services October 2009 - December 2009
Skills
Enterprise Content..., Market Research, Gap Analysis, Document Management, Digital Asset Management, Competitive Analysis, Web Content Management, Business Analysis, TeamSite, Pre Sales, Testing, Entrepreneurial Skills, Entrepreneurial..., Interpersonal skills, Communication Skills, Systems Analysis, New Business Development, Pre-sales
Education
University of Illinois at Chicago 2008 — 2010
MS, Management Information Systems
NYU 2012 — 2012
School of Continuing and Professional Studies, How to think like an Entrepreneur at Work
Jawaharlal Nehru Technological University 2004 — 2008
Bachelor's of Technology(BTech), Information Technology
Simeio Solutions April 2012 - Present
Morgan Stanley Smith Barney October 2011 - March 2012
Polaris Software Lab January 2011 - September 2011
Polaris Software Lab September 2010 - January 2011
Center for Neighborhood Technology January 2010 - August 2010
University of Illinois at Chicago January 2009 - May 2010
Edwards Hospital and Health Services October 2009 - December 2009
Skills
Enterprise Content..., Market Research, Gap Analysis, Document Management, Digital Asset Management, Competitive Analysis, Web Content Management, Business Analysis, TeamSite, Pre Sales, Testing, Entrepreneurial Skills, Entrepreneurial..., Interpersonal skills, Communication Skills, Systems Analysis, New Business Development, Pre-sales
Education
University of Illinois at Chicago 2008 — 2010
MS, Management Information Systems
NYU 2012 — 2012
School of Continuing and Professional Studies, How to think like an Entrepreneur at Work
Jawaharlal Nehru Technological University 2004 — 2008
Bachelor's of Technology(BTech), Information Technology
Alex Giordano, CAMS's Morgan Stanley Smith Barney Experience May 2007 - June 2011
Job Senior Vice President at Citi
Industry Financial Services
Experience
Citi March 2012 - Present
Deutsche Bank July 2011 - March 2012
Morgan Stanley Smith Barney May 2007 - June 2011
New York Stock Exchange May 2000 - April 2007
Skills
FINRA, KYC, Securities Regulation, Risk Management, Operational Risk, Financial Regulation, USA PATRIOT Act, Equities, Fixed Income, Hedge Funds, Operational Risk..., OFAC
Education
Kean University
BA, History-Political Science
Citi March 2012 - Present
Deutsche Bank July 2011 - March 2012
Morgan Stanley Smith Barney May 2007 - June 2011
New York Stock Exchange May 2000 - April 2007
Skills
FINRA, KYC, Securities Regulation, Risk Management, Operational Risk, Financial Regulation, USA PATRIOT Act, Equities, Fixed Income, Hedge Funds, Operational Risk..., OFAC
Education
Kean University
BA, History-Political Science
Julie Agronik's Morgan Stanley Smith Barney Experience 2005 - 2011
Job Vice President, Compliance
Industry Financial Services
Experience
MorganStanley 2011 - Present
Morgan Stanley Smith Barney 2005 - 2011
Morgan Stanley Dean Witter 2000 - 2005
King-Fisher Company 1998 - 2000
Skills
Legal Compliance, Financial Services, Risk Management, Requirements Analysis, Business Analysis, Data Analysis, Process Improvement, Global Regulatory..., Project Management, FINRA, AML, Financial Reporting, Team Building, Securities, Equities, Microsoft Excel, KYC, Strategic Technology..., Actimize, cMAX, Management, Finance, Internal Controls
Education
Keller Graduate School of Management of DeVry University 2002 — 2004
MBA in Management
Roosevelt University 1996 — 2000
Bachelor's Degree, BSBA in Finance
MorganStanley 2011 - Present
Morgan Stanley Smith Barney 2005 - 2011
Morgan Stanley Dean Witter 2000 - 2005
King-Fisher Company 1998 - 2000
Skills
Legal Compliance, Financial Services, Risk Management, Requirements Analysis, Business Analysis, Data Analysis, Process Improvement, Global Regulatory..., Project Management, FINRA, AML, Financial Reporting, Team Building, Securities, Equities, Microsoft Excel, KYC, Strategic Technology..., Actimize, cMAX, Management, Finance, Internal Controls
Education
Keller Graduate School of Management of DeVry University 2002 — 2004
MBA in Management
Roosevelt University 1996 — 2000
Bachelor's Degree, BSBA in Finance
Malcolm Handelsman's Morgan Stanley Smith Barney Experience April 2010 - September 2011
Job Managing Director
Industry Investment Management
Experience
Do It Right LLC September 2011 - Present
Keiretsu Forum Mid-Atlantic Region November 2012 - Present
Morgan Stanley Smith Barney April 2010 - September 2011
Brenner's Bunch January 2008 - January 2010
Gram & Gramps Children's Store January 1987 - December 2007
Skills
Entrepreneur, Start-ups, Investments, Entrepreneurship, Mergers, Business Planning, Angel Investing, Private Equity, Strategic Financial..., Wealth Management, Due Diligence, Financial Modeling, Financial Analysis, Portfolio Management, Strategic Planning, Corporate Finance, Mergers & Acquisitions, Finance, Leadership, Management, Valuation, Asset Management, Marketing
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1980 — 1981
MBA, Finance and Accounting
Kenyon College 1974 — 1978
BA, Economics
Do It Right LLC September 2011 - Present
Keiretsu Forum Mid-Atlantic Region November 2012 - Present
Morgan Stanley Smith Barney April 2010 - September 2011
Brenner's Bunch January 2008 - January 2010
Gram & Gramps Children's Store January 1987 - December 2007
Skills
Entrepreneur, Start-ups, Investments, Entrepreneurship, Mergers, Business Planning, Angel Investing, Private Equity, Strategic Financial..., Wealth Management, Due Diligence, Financial Modeling, Financial Analysis, Portfolio Management, Strategic Planning, Corporate Finance, Mergers & Acquisitions, Finance, Leadership, Management, Valuation, Asset Management, Marketing
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1980 — 1981
MBA, Finance and Accounting
Kenyon College 1974 — 1978
BA, Economics
Janice Ray's Morgan Stanley Smith Barney Experience January 2002 - September 2011
Job Registered Client Service Associate at Raymond James
Industry Financial Services
Experience
Raymond James October 2011 - Present
RBC June 2009 - Present
Morgan Stanley Smith Barney January 2002 - September 2011
Education
Kent State University 1982 — 1984
BS Recreation, Community Recreation
The University of Akron 1979 — 1982
Raymond James October 2011 - Present
RBC June 2009 - Present
Morgan Stanley Smith Barney January 2002 - September 2011
Education
Kent State University 1982 — 1984
BS Recreation, Community Recreation
The University of Akron 1979 — 1982
Christopher Selke's Morgan Stanley Smith Barney Experience October 2009 - Present
Job Vice PresidentInvestments at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2009 - Present
Morgan Stanley Wealth Management November 2001 - March 2003
Education
Johnson & Wales University 1999 — 2002
Bachelor, Finance
Morgan Stanley Smith Barney October 2009 - Present
Morgan Stanley Wealth Management November 2001 - March 2003
Education
Johnson & Wales University 1999 — 2002
Bachelor, Finance
Maria M Drehwing's Morgan Stanley Smith Barney Experience December 2007 - January 2008
Job Core Terminal Sales Representative, Bloomberg LP
Industry Financial Services
Experience
Bloomberg June 2010 - Present
Crossmedia May 2009 - August 2009
Kinney + Kinsella May 2009 - August 2009
LVMH Fashion Group October 2008 - December 2008
Suburban Classic Magazine May 2008 - August 2008
Morgan Stanley Smith Barney December 2007 - January 2008
Skills
Marketing, Analytics, Public Relations, Press Releases, Advertising, Public Speaking
Education
Lafayette College 2006 — 2010
Bachelor of Arts (B.A.), Government and Law, Art History, 3.56
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
Ramapo High School
Ramapo High School
Sotheby's Online Institute
Sotheby's Online Institute
Sotheby's Online Institute
Bloomberg June 2010 - Present
Crossmedia May 2009 - August 2009
Kinney + Kinsella May 2009 - August 2009
LVMH Fashion Group October 2008 - December 2008
Suburban Classic Magazine May 2008 - August 2008
Morgan Stanley Smith Barney December 2007 - January 2008
Skills
Marketing, Analytics, Public Relations, Press Releases, Advertising, Public Speaking
Education
Lafayette College 2006 — 2010
Bachelor of Arts (B.A.), Government and Law, Art History, 3.56
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
Ramapo High School
Ramapo High School
Sotheby's Online Institute
Sotheby's Online Institute
Sotheby's Online Institute
DONNA HICKO's Morgan Stanley Smith Barney Experience May 2007 - April 2010
Job OSJ Supervision, Cuso Financial/ Sorrento Pacific
Industry Financial Services
Experience
CUSO Financial Services, LP March 2015 - Present
LPL Financial January 2014 - November 2014
LPL Financial February 2011 - December 2013
Morgan Stanley Smith Barney May 2007 - April 2010
RJL Inc. April 2004 - April 2007
TD Waterhouse 1994 - 2004
various January 1984 - September 1994
Skills
Series 7, Series 24, series 8, Financial Services, Fixed Annuities, Securities, FINRA, Mutual Funds, Series 63, Risk Management, Financial Risk, Alternative Investments, Uniform Combined State..., Investments, Financial Advisory, Trading, Equities, Financial Analysis, Fixed Income, Strategic Financial..., Human Resources, Sales, Training, Finance, Bonds, Financial Planning, Insurance, Investment Advisory
Education
Santa Monica College 2010 — 2011
Health IT Training, Health IT Trainer
Kean University
Economics
Kean University
CUSO Financial Services, LP March 2015 - Present
LPL Financial January 2014 - November 2014
LPL Financial February 2011 - December 2013
Morgan Stanley Smith Barney May 2007 - April 2010
RJL Inc. April 2004 - April 2007
TD Waterhouse 1994 - 2004
various January 1984 - September 1994
Skills
Series 7, Series 24, series 8, Financial Services, Fixed Annuities, Securities, FINRA, Mutual Funds, Series 63, Risk Management, Financial Risk, Alternative Investments, Uniform Combined State..., Investments, Financial Advisory, Trading, Equities, Financial Analysis, Fixed Income, Strategic Financial..., Human Resources, Sales, Training, Finance, Bonds, Financial Planning, Insurance, Investment Advisory
Education
Santa Monica College 2010 — 2011
Health IT Training, Health IT Trainer
Kean University
Economics
Kean University
Gregory Donabedian's Morgan Stanley Smith Barney Experience December 2003 - July 2009
Job Experience in Admin/Clerical industry. Certified typist over 40 words per minute.
Industry Financial Services
Experience
Rhode Island Quality Institute December 2011 - April 2012
Bank of America 2012 - 2012
Pionear Agency/Bank of America September 2011 - October 2011
ADPI LLC Agency/Travelers Insurance August 2011 - September 2011
Randstad US/Bank of America February 2011 - May 2011
Accountemps/Citizens-Union Savings Bank March 2010 - May 2010
Morgan Stanley-Smith Barney December 2003 - July 2009
Fleet Mortgage 1997 - 1999
Skills
Business Analysis, Program Management, Filing
Education
Johnson and Wales University 1997 — 1999
Applied Computer Science
Sawyer School 1990 — 1991
Certificate, Broadcasting
Rhode Island Quality Institute December 2011 - April 2012
Bank of America 2012 - 2012
Pionear Agency/Bank of America September 2011 - October 2011
ADPI LLC Agency/Travelers Insurance August 2011 - September 2011
Randstad US/Bank of America February 2011 - May 2011
Accountemps/Citizens-Union Savings Bank March 2010 - May 2010
Morgan Stanley-Smith Barney December 2003 - July 2009
Fleet Mortgage 1997 - 1999
Skills
Business Analysis, Program Management, Filing
Education
Johnson and Wales University 1997 — 1999
Applied Computer Science
Sawyer School 1990 — 1991
Certificate, Broadcasting
David Krall's Morgan Stanley Smith Barney Experience 2010 - Present
Job Executive Director at Morgan Stanley Wealth Management
Industry Banking
Experience
Morgan Stanley Smith Barney 2010 - Present
Morgan Stanley 2002 - Present
Merrill Lynch 1990 - 2002
Skills
Series 7, Wealth Management
Education
Kean University 1988 — 1990
Mater Dei 1981 — 1985
Morgan Stanley Smith Barney 2010 - Present
Morgan Stanley 2002 - Present
Merrill Lynch 1990 - 2002
Skills
Series 7, Wealth Management
Education
Kean University 1988 — 1990
Mater Dei 1981 — 1985
Jorge Gonzalez Jr.'s Morgan Stanley Smith Barney Experience February 2010 - August 2010
Job Lead Business Analyst at Pershing, a BNY Mellon company
Industry Banking
Experience
Pershing, a BNY Mellon company May 2015 - Present
Israel Discount Bank May 2011 - May 2015
Capital One August 2010 - May 2011
Morgan Stanley Smith Barney February 2010 - August 2010
Morgan Stanley Smith Barney March 2010 - June 2010
Adecco NA September 2009 - April 2010
JPMorgan Chase & Co. October 1995 - August 2008
JP MORGAN 1995 - 2008
International Finance Banking Corp 1992 - 1995
Barclays Bank of New York 1987 - 1992
Skills
SDLC, Business Analysis, Visio, MS Project, Project Management, Cross-functional Team..., Six Sigma, Software Documentation, Analysis, Requirements Gathering, Management, Leadership, Operations Management, SharePoint, Vendor Management
Education
LaGuardia Community College
in-progress, Business Management
St. Bartholemew
Pershing, a BNY Mellon company May 2015 - Present
Israel Discount Bank May 2011 - May 2015
Capital One August 2010 - May 2011
Morgan Stanley Smith Barney February 2010 - August 2010
Morgan Stanley Smith Barney March 2010 - June 2010
Adecco NA September 2009 - April 2010
JPMorgan Chase & Co. October 1995 - August 2008
JP MORGAN 1995 - 2008
International Finance Banking Corp 1992 - 1995
Barclays Bank of New York 1987 - 1992
Skills
SDLC, Business Analysis, Visio, MS Project, Project Management, Cross-functional Team..., Six Sigma, Software Documentation, Analysis, Requirements Gathering, Management, Leadership, Operations Management, SharePoint, Vendor Management
Education
LaGuardia Community College
in-progress, Business Management
St. Bartholemew
Natalie Andrus's Morgan Stanley Smith Barney Experience June 1996 - May 1998
Job Retired SVP, Licensed Data,
Industry Financial Services
Experience
Morningstar April 2011 - January 2014
Morningstar March 2009 - April 2011
Morningstar January 2005 - February 2009
Morningstar August 2002 - January 2005
Van Kampen Investments July 2001 - August 2002
Van Kampen Investments May 1998 - July 2001
Morgan Stanley Smith Barney June 1996 - May 1998
Morningstar June 1993 - May 1996
Skills
Mutual Funds, Hedge Funds, Asset Management, Equities, Securities, Financial Services, Asset Managment, Marketing Communications, Investments, Portfolio Management, Alternative Investments, Investment Strategies, Investment Management, Investment Advisory, Series 7, Asset Allocation
Education
Kenyon College 1989 — 1993
BA, English
Morningstar April 2011 - January 2014
Morningstar March 2009 - April 2011
Morningstar January 2005 - February 2009
Morningstar August 2002 - January 2005
Van Kampen Investments July 2001 - August 2002
Van Kampen Investments May 1998 - July 2001
Morgan Stanley Smith Barney June 1996 - May 1998
Morningstar June 1993 - May 1996
Skills
Mutual Funds, Hedge Funds, Asset Management, Equities, Securities, Financial Services, Asset Managment, Marketing Communications, Investments, Portfolio Management, Alternative Investments, Investment Strategies, Investment Management, Investment Advisory, Series 7, Asset Allocation
Education
Kenyon College 1989 — 1993
BA, English
Jyotsna Reddy's Morgan Stanley Smith Barney Experience August 2011 - Present
Job SQL Dev at Morgan Stanley Smith Barney
Industry Computer Software
Experience
Morgan Stanley Smith Barney August 2011 - Present
Sleuth Software June 2010 - July 2011
HpDebtExchange August 2009 - March 2010
Skills
SQL Server, .NET, SSIS, SSRS, Software Development
Education
Jawaharlal Nehru Technological University
Bachelors
Morgan Stanley Smith Barney August 2011 - Present
Sleuth Software June 2010 - July 2011
HpDebtExchange August 2009 - March 2010
Skills
SQL Server, .NET, SSIS, SSRS, Software Development
Education
Jawaharlal Nehru Technological University
Bachelors
Mike Thornquist's Morgan Stanley Smith Barney Experience August 2008 - December 2008
Job at
Industry Accounting
Experience
Parker Hannifin April 2015 - Present
Parker Hannifin (Temp) April 2012 - April 2015
Western Michigan University September 2007 - April 2009
Morgan Stanley Smith Barney August 2008 - December 2008
Skills
Microsoft Office, Word, PowerPoint, Excel, Accounting, Microsoft Excel
Education
Western Michigan University - Haworth College of Business 2007 — 2012
Bachelor, Majors: Finance and Accounting; Minors: General Business and Economics
Kalamazoo Valley Community College 2002 — 2007
Associates of Arts, Liberal Arts
Parker Hannifin April 2015 - Present
Parker Hannifin (Temp) April 2012 - April 2015
Western Michigan University September 2007 - April 2009
Morgan Stanley Smith Barney August 2008 - December 2008
Skills
Microsoft Office, Word, PowerPoint, Excel, Accounting, Microsoft Excel
Education
Western Michigan University - Haworth College of Business 2007 — 2012
Bachelor, Majors: Finance and Accounting; Minors: General Business and Economics
Kalamazoo Valley Community College 2002 — 2007
Associates of Arts, Liberal Arts
Robbie White's Morgan Stanley Smith Barney Experience October 2010 - August 2011
Job Stockbroker at Scottrade
Industry Financial Services
Experience
Scottrade August 2011 - Present
Morgan Stanley Smith Barney October 2010 - August 2011
MSSB January 2006 - May 2011
Smith Barney January 2001 - January 2006
Morgan Stanley January 2000 - January 2001
Morgan Stanley January 1999 - January 2000
SUNPOINT SECURITIES January 1998 - January 1999
GBC/MPC, INC January 1996 - January 1998
Skills
Customer Service, Financial Services, Leadership, Management, Series 7, Training, Wealth Management, Securities, Human Resources, Leadership Development, Operations Management, Due Diligence, Series 63, FINRA, Mutual Funds, Equities, Investments, Portfolio Management, Asset Allocation, Retirement Planning, ETFs, Financial Advisory, Payroll, Series 65, AML, 401k, Sales, Capital Markets, Retirement, Investment Strategies, Teamwork, Wealth Management..., Bonds, Options, KYC, Equity Trading, Financial Regulation, IRAs, Financial Markets, Fixed Annuities, Bloomberg, Stocks, OFAC, High Net Worth..., Trading Systems, Electronic Trading, Relationship Management, Stock Market, USA PATRIOT Act, Variable Annuities
Education
University of Texas at Tyler 1995 — 1998
Bachelor of Science, History, Political Science
Kilgore College 1993 — 1994
none, General Studies
Stephen F. Austin State University 1992 — 1993
none, Mathematics
White Oak High School 1988 — 1992
High School Diploma, General
Scottrade August 2011 - Present
Morgan Stanley Smith Barney October 2010 - August 2011
MSSB January 2006 - May 2011
Smith Barney January 2001 - January 2006
Morgan Stanley January 2000 - January 2001
Morgan Stanley January 1999 - January 2000
SUNPOINT SECURITIES January 1998 - January 1999
GBC/MPC, INC January 1996 - January 1998
Skills
Customer Service, Financial Services, Leadership, Management, Series 7, Training, Wealth Management, Securities, Human Resources, Leadership Development, Operations Management, Due Diligence, Series 63, FINRA, Mutual Funds, Equities, Investments, Portfolio Management, Asset Allocation, Retirement Planning, ETFs, Financial Advisory, Payroll, Series 65, AML, 401k, Sales, Capital Markets, Retirement, Investment Strategies, Teamwork, Wealth Management..., Bonds, Options, KYC, Equity Trading, Financial Regulation, IRAs, Financial Markets, Fixed Annuities, Bloomberg, Stocks, OFAC, High Net Worth..., Trading Systems, Electronic Trading, Relationship Management, Stock Market, USA PATRIOT Act, Variable Annuities
Education
University of Texas at Tyler 1995 — 1998
Bachelor of Science, History, Political Science
Kilgore College 1993 — 1994
none, General Studies
Stephen F. Austin State University 1992 — 1993
none, Mathematics
White Oak High School 1988 — 1992
High School Diploma, General
Sangeeta gunjur's Morgan Stanley Smith Barney Experience August 2010 - July 2012
Job Strategic Project Manager at Broadridge
Industry Information Technology and Services
Experience
Broadridge July 2014 - Present
Broadridge Financial Solutions October 2012 - Present
Morgan Stanley Smith Barney August 2010 - July 2012
SITA January 2009 - March 2010
Skills
User Acceptance Testing, Testing, Quality Assurance, SDLC, Test Planning, Manual Testing, Regression Testing, Test Cases, SQL, Integration Testing, Webservices and API..., Regression testing..., System to sytem..., Maintain and update qtp..., Mainframe, Greenplum database, Informatica workflows
Education
Jawaharlal Nehru Technological University
MSc, Science
Broadridge July 2014 - Present
Broadridge Financial Solutions October 2012 - Present
Morgan Stanley Smith Barney August 2010 - July 2012
SITA January 2009 - March 2010
Skills
User Acceptance Testing, Testing, Quality Assurance, SDLC, Test Planning, Manual Testing, Regression Testing, Test Cases, SQL, Integration Testing, Webservices and API..., Regression testing..., System to sytem..., Maintain and update qtp..., Mainframe, Greenplum database, Informatica workflows
Education
Jawaharlal Nehru Technological University
MSc, Science
Brian Lezette's Morgan Stanley Smith Barney Experience June 2007 - August 2007
Job VP / Director Capital One
Industry Financial Services
Experience
Capital One March 2013 - Present
Deloitte August 2008 - March 2013
Morgan Stanley Smith Barney June 2007 - August 2007
International Union of Operating Engineers June 2005 - August 2007
Skills
Basel II, Basel III, Credit Risk, Banking, Operational Risk, Internal Controls, Risk Assessment, Governance, Financial Institutions, Enterprise Risk..., Loans, Project Management, Regulatory Capital, Stress Testing, Dodd-Frank, Portfolio Management
Education
Lafayette College 2004 — 2008
BA, Government & Law; Economics & Business
Capital One March 2013 - Present
Deloitte August 2008 - March 2013
Morgan Stanley Smith Barney June 2007 - August 2007
International Union of Operating Engineers June 2005 - August 2007
Skills
Basel II, Basel III, Credit Risk, Banking, Operational Risk, Internal Controls, Risk Assessment, Governance, Financial Institutions, Enterprise Risk..., Loans, Project Management, Regulatory Capital, Stress Testing, Dodd-Frank, Portfolio Management
Education
Lafayette College 2004 — 2008
BA, Government & Law; Economics & Business
Richard SatheWarner's Morgan Stanley Smith Barney Experience January 2007 - May 2010
Job Series 7 and 66 individual
Industry Financial Services
Sowjanya Vajje's Morgan Stanley Smith Barney Experience 2009 - June 2010
Job Sr Software Engineer at Gartner
Industry Financial Services
Experience
Gartner December 2010 - Present
Westchester County July 2010 - December 2010
Morgan Stanley Smith Barney 2009 - June 2010
INTTRA 2008 - 2009
GE Healthcare 2005 - 2007
VMC/Homeland Security Programs 2004 - 2005
West Virginia University 2003 - 2003
Skills
XML, Agile Methodologies, Requirements Analysis, Web Services, Software Project..., SDLC, Enterprise Architecture, SQL, Software Development, SOA, Java
Education
West Virginia University 2003 — 2005
M.S, Computer Science
Jawaharlal Nehru Technological University
Gartner December 2010 - Present
Westchester County July 2010 - December 2010
Morgan Stanley Smith Barney 2009 - June 2010
INTTRA 2008 - 2009
GE Healthcare 2005 - 2007
VMC/Homeland Security Programs 2004 - 2005
West Virginia University 2003 - 2003
Skills
XML, Agile Methodologies, Requirements Analysis, Web Services, Software Project..., SDLC, Enterprise Architecture, SQL, Software Development, SOA, Java
Education
West Virginia University 2003 — 2005
M.S, Computer Science
Jawaharlal Nehru Technological University
Elizabeth Sherwood's Morgan Stanley Smith Barney Experience 2009 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2009 - Present
Smith Barney Citigroup Global Markets December 1998 - May 2010
Education
Kennesaw State University 1990 — 1997
B.B.A, Business Administration, Finance
Morgan Stanley Smith Barney 2009 - Present
Smith Barney Citigroup Global Markets December 1998 - May 2010
Education
Kennesaw State University 1990 — 1997
B.B.A, Business Administration, Finance
Paul LaPolla's Morgan Stanley Smith Barney Experience June 2010 - August 2012
Job Private Banking Ops Project Team at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2013 - Present
Morgan Stanley Wealth Management September 2012 - October 2013
Morgan Stanley Smith Barney June 2010 - August 2012
Skills
Trading, Project Management, Banking, Finance, Account Reconciliation, Business Analysis, Alternative Investments, Securities, Data Analysis, Financial Services, Microsoft Excel, Equities, Asset Management, Portfolio Management
Education
La Salle University 2005 — 2009
Bachelor of Science (BS), Accounting
Christian Brothers Academy 2001 — 2005
High School
Morgan Stanley Wealth Management November 2013 - Present
Morgan Stanley Wealth Management September 2012 - October 2013
Morgan Stanley Smith Barney June 2010 - August 2012
Skills
Trading, Project Management, Banking, Finance, Account Reconciliation, Business Analysis, Alternative Investments, Securities, Data Analysis, Financial Services, Microsoft Excel, Equities, Asset Management, Portfolio Management
Education
La Salle University 2005 — 2009
Bachelor of Science (BS), Accounting
Christian Brothers Academy 2001 — 2005
High School
Sarah Pacheco's Morgan Stanley Smith Barney Experience October 2011 - April 2012
Job Analyst at Compass Health Analytics, Inc.
Industry Market Research
Experience
Compass Health Analytics, Inc. October 2012 - Present
Morgan Stanley Smith Barney October 2011 - April 2012
University of Maine Residence Life August 2009 - December 2010
Maine Department of Labor May 2010 - August 2010
Skills
Public Speaking, Financial Analysis, Statistics, Leadership, Microsoft Office, PowerPoint, Research, Data Analysis, Microsoft Excel, Microsoft Word
Education
University of Maine 2008 — 2012
BA, Financial Economics
Lancaster University 2011 — 2011
Winthrop High School
Compass Health Analytics, Inc. October 2012 - Present
Morgan Stanley Smith Barney October 2011 - April 2012
University of Maine Residence Life August 2009 - December 2010
Maine Department of Labor May 2010 - August 2010
Skills
Public Speaking, Financial Analysis, Statistics, Leadership, Microsoft Office, PowerPoint, Research, Data Analysis, Microsoft Excel, Microsoft Word
Education
University of Maine 2008 — 2012
BA, Financial Economics
Lancaster University 2011 — 2011
Winthrop High School
Swaroop Dendukuri's Morgan Stanley Smith Barney Experience December 2009 - December 2011
Job Lead Engineer at TransUnion
Industry Financial Services
Experience
TransUnion July 2012 - Present
AEGIS Insurance Services December 2011 - July 2012
Morgan Stanley Smith Barney December 2009 - December 2011
Skills
WebSphere Application..., WebSphere Process Server, WebSphere XD, WebSphere Portal, WebSphere Message Broker, IBM HTTP Server, WebSphere MQ, WebSphere ESB, Jython, SOA, DataPower, Web Services, Message Queue, DB2, WebSphere Integration..., Wily Introscope, JBoss Application Server, Websphere, Shell Scripting, Tomcat, Unix Shell Scripting, Siteminder, Weblogic, LDAP
Education
Jawaharlal Nehru Technological University
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
TransUnion July 2012 - Present
AEGIS Insurance Services December 2011 - July 2012
Morgan Stanley Smith Barney December 2009 - December 2011
Skills
WebSphere Application..., WebSphere Process Server, WebSphere XD, WebSphere Portal, WebSphere Message Broker, IBM HTTP Server, WebSphere MQ, WebSphere ESB, Jython, SOA, DataPower, Web Services, Message Queue, DB2, WebSphere Integration..., Wily Introscope, JBoss Application Server, Websphere, Shell Scripting, Tomcat, Unix Shell Scripting, Siteminder, Weblogic, LDAP
Education
Jawaharlal Nehru Technological University
Bachelor of Technology (B.Tech.), Electrical and Electronics Engineering
Robert J. Les CFP CPA's Morgan Stanley Smith Barney Experience 2011 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2011 - Present
Gigliotti Corp 1972 - 1985
Price Waterhouse Coopers 1962 - 1972
Education
La Salle University - School of Business Administration 1958 — 1962
B.S., Finance & Accounting
Morgan Stanley Smith Barney 2011 - Present
Gigliotti Corp 1972 - 1985
Price Waterhouse Coopers 1962 - 1972
Education
La Salle University - School of Business Administration 1958 — 1962
B.S., Finance & Accounting
Deana Turner's Morgan Stanley Smith Barney Experience December 2000 - Present
Job Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2000 - Present
Education
Lamar University 1991 — 1994
B.S., Restaurant/Institutional Food Management
New Plymouth Girls' H.S., New Zealand 1977 — 1978
Joint Embassy School-Jakarta Indonesia 1975 — 1977
Morgan Stanley Smith Barney December 2000 - Present
Education
Lamar University 1991 — 1994
B.S., Restaurant/Institutional Food Management
New Plymouth Girls' H.S., New Zealand 1977 — 1978
Joint Embassy School-Jakarta Indonesia 1975 — 1977
Brandon Janovsky's Morgan Stanley Smith Barney Experience October 2007 - June 2009
Job Wealth Management Specialist, Vice President
Industry Financial Services
Experience
Merrill Lynch August 2014 - Present
Merrill Lynch May 2012 - Present
Merrill Lynch July 2009 - May 2012
Morgan Stanley Smith Barney October 2007 - June 2009
Skills
Series 7, Series 63, Series 65, Bloomberg Terminal, Reuters, SAP, Lotus Notes, Microsoft Excel, Visual Basic
Education
Monmouth University 2006 — 2009
Business, Finance, Economics
Shanghai Normal University 2008 — 2008
Business, Business in China
Kutztown University of Pennsylvania
Finance & Economics
Merrill Lynch August 2014 - Present
Merrill Lynch May 2012 - Present
Merrill Lynch July 2009 - May 2012
Morgan Stanley Smith Barney October 2007 - June 2009
Skills
Series 7, Series 63, Series 65, Bloomberg Terminal, Reuters, SAP, Lotus Notes, Microsoft Excel, Visual Basic
Education
Monmouth University 2006 — 2009
Business, Finance, Economics
Shanghai Normal University 2008 — 2008
Business, Business in China
Kutztown University of Pennsylvania
Finance & Economics
Beth Tardalo's Morgan Stanley Smith Barney Experience April 2002 - June 2011
Job Executive Assistant at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2011 - Present
Morgan Stanley Smith Barney April 2002 - June 2011
Education
Kaplan University
Bachelor's degree, Business Administration and Management, General
Katherine Gibbs School
JPMorgan Chase July 2011 - Present
Morgan Stanley Smith Barney April 2002 - June 2011
Education
Kaplan University
Bachelor's degree, Business Administration and Management, General
Katherine Gibbs School
Venkat Mahakala's Morgan Stanley Smith Barney Experience December 2006 - March 2015
Job Software Lead | Architect at Annalect
Industry Information Technology and Services
Experience
Annalect March 2015 - Present
Headstrong December 2006 - March 2015
Morgan Stanley Smith Barney December 2006 - March 2015
Merrill Lynch November 2005 - December 2006
HD Vest August 2005 - October 2005
Verizon August 2004 - August 2005
Verizon May 2003 - August 2004
Education
The University of Texas at Dallas
Master's degree, Computer Science, 4.0
Kakatiya University
Bachelor's degree, Computer Science, 4.0
Annalect March 2015 - Present
Headstrong December 2006 - March 2015
Morgan Stanley Smith Barney December 2006 - March 2015
Merrill Lynch November 2005 - December 2006
HD Vest August 2005 - October 2005
Verizon August 2004 - August 2005
Verizon May 2003 - August 2004
Education
The University of Texas at Dallas
Master's degree, Computer Science, 4.0
Kakatiya University
Bachelor's degree, Computer Science, 4.0
Regis Coustillac's Morgan Stanley Smith Barney Experience May 2012 - June 2012
Job Student at Kent State University
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2012 - June 2012
Regency Insurance Agency 2012 - 2012
Kent State University 2012 - 2012
Education
Kent State University 2012 — 2016
Morgan Stanley Smith Barney May 2012 - June 2012
Regency Insurance Agency 2012 - 2012
Kent State University 2012 - 2012
Education
Kent State University 2012 — 2016
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.