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
Denise Etten Denise Etten's Morgan Stanley Smith Barney Experience May 2009 - November 2012
Job FT Caregiver for my parents
Industry Health, Wellness and Fitness
Experience
For my parents November 2012 - Present
Morgan Stanley Smith Barney May 2009 - November 2012
Education
Ball State University 1980 — 1984
Bachelor of Science (BS), Office Systems Admin/Journalism
For my parents November 2012 - Present
Morgan Stanley Smith Barney May 2009 - November 2012
Education
Ball State University 1980 — 1984
Bachelor of Science (BS), Office Systems Admin/Journalism
Shannon Parker's Morgan Stanley Smith Barney Experience January 1999 - January 2001
Job Senior Financial Systems Consultant at Chesapeake System Solutions
Industry Financial Services
Experience
Chesapeake System Solutions November 2012 - Present
Kinder Morgan August 2011 - November 2012
Doozer Software, Inc January 2008 - August 2011
Protective Life Insurance Company January 2001 - January 2008
Individual Tax Return Services January 2000 - January 2001
Morgan Stanley Smith Barney January 1999 - January 2001
Arthur Andersen LLP January 1996 - January 1999
Department of the Army January 1989 - January 1996
Troy State Enterprise State January 1988 - January 1992
Skills
Accounting, Project Management, Requirements Analysis, Business Process..., Training, Financial Analysis, Application Design, Strategic Planning, Contract Review, SharePoint, Visio, Auditing, Process Improvement, Insurance, SDLC, Testing, Budgets, Leadership, Business Analysis, Software Development, Software Design
Education
Auburn University 1987 — 1988
Master's of Accountancy, Accounting
Auburn University 1984 — 1987
Bachelor of Science, Accounting
Chesapeake System Solutions November 2012 - Present
Kinder Morgan August 2011 - November 2012
Doozer Software, Inc January 2008 - August 2011
Protective Life Insurance Company January 2001 - January 2008
Individual Tax Return Services January 2000 - January 2001
Morgan Stanley Smith Barney January 1999 - January 2001
Arthur Andersen LLP January 1996 - January 1999
Department of the Army January 1989 - January 1996
Troy State Enterprise State January 1988 - January 1992
Skills
Accounting, Project Management, Requirements Analysis, Business Process..., Training, Financial Analysis, Application Design, Strategic Planning, Contract Review, SharePoint, Visio, Auditing, Process Improvement, Insurance, SDLC, Testing, Budgets, Leadership, Business Analysis, Software Development, Software Design
Education
Auburn University 1987 — 1988
Master's of Accountancy, Accounting
Auburn University 1984 — 1987
Bachelor of Science, Accounting
Rick Fife Rick Fife's Morgan Stanley Smith Barney Experience April 1993 - August 1993
Job Senior Team Manager, Global Investing Services at Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2011 - Present
Charles Schwab July 2006 - September 2011
Charles Schwab July 1997 - July 2006
Charles Schwab September 1993 - July 1997
Morgan Stanley Smith Barney April 1993 - August 1993
Merrill Lynch October 1989 - April 1993
Skills
Mutual Funds, Options, Series 63, Series 7, Financial Services, Securities, Equities, Investments, Team Building, Portfolio Management, Risk Management, FINRA, Wealth Management, Leadership, Management
Education
Arizona State University 1984 — 1988
BS, Finance
Charles Schwab September 2011 - Present
Charles Schwab July 2006 - September 2011
Charles Schwab July 1997 - July 2006
Charles Schwab September 1993 - July 1997
Morgan Stanley Smith Barney April 1993 - August 1993
Merrill Lynch October 1989 - April 1993
Skills
Mutual Funds, Options, Series 63, Series 7, Financial Services, Securities, Equities, Investments, Team Building, Portfolio Management, Risk Management, FINRA, Wealth Management, Leadership, Management
Education
Arizona State University 1984 — 1988
BS, Finance
Justin J. Scheeff Justin J. Scheeff's Morgan Stanley Smith Barney Experience October 2009 - June 2011
Job CoFounder, President & COO
Industry Financial Services
Experience
eCollect, LLC April 2012 - Present
Dish Disposal, LLC January 2015 - Present
AmSpirit Business Connections October 2010 - Present
AXA Advisors June 2011 - October 2013
Morgan Stanley Smith Barney October 2009 - June 2011
Education
Cleveland State University 2008 — 2010
MBA, Finance
Ashland University 2003 — 2008
BSBA, Economics, Finance, Marketing
DePaul University 2008 — 2009
Certificate in Financial Planning, Financial Planning
eCollect, LLC April 2012 - Present
Dish Disposal, LLC January 2015 - Present
AmSpirit Business Connections October 2010 - Present
AXA Advisors June 2011 - October 2013
Morgan Stanley Smith Barney October 2009 - June 2011
Education
Cleveland State University 2008 — 2010
MBA, Finance
Ashland University 2003 — 2008
BSBA, Economics, Finance, Marketing
DePaul University 2008 — 2009
Certificate in Financial Planning, Financial Planning
Marko Govedarica Marko Govedarica's Morgan Stanley Smith Barney Experience May 2010 - August 2012
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
Morgan Stanley Smith Barney May 2010 - August 2012
Skills
Social Networking, Financial Markets, Microsoft Office, @Risk, Financial Services, Account Management, Series 7, Investments
Education
Illinois State University 2010 — 2013
Undergraduate, Finance, Sophomore- Senior
Aurora University 2009 — 2010
Finance, Freshman
Glenbard North
Morgan Stanley November 2013 - Present
Morgan Stanley Smith Barney May 2010 - August 2012
Skills
Social Networking, Financial Markets, Microsoft Office, @Risk, Financial Services, Account Management, Series 7, Investments
Education
Illinois State University 2010 — 2013
Undergraduate, Finance, Sophomore- Senior
Aurora University 2009 — 2010
Finance, Freshman
Glenbard North
Erin Bean Erin Bean's Morgan Stanley Smith Barney Experience September 2005 - December 2006
Job Special Services at Community Consolidated High School District 230
Industry Primary/Secondary Education
Experience
Community Consolidated High School District 230 November 2013 - Present
University of Chicago Charter School August 2009 - September 2013
Community Consolidated High School District 230 April 2007 - June 2007
Morgan Stanley Smith Barney September 2005 - December 2006
tag - Trade Associates Group Ltd June 2005 - September 2005
The Horton Group August 2004 - June 2005
Skills
Wellness, Stress Management, Fitness, Relaxation, Yoga, Program Development, Curriculum Design, Coaching, Lesson Planning, Teaching
Education
Aurora University 2007 — 2009
MATC
University of Illinois at Urbana-Champaign 2001 — 2003
B.S., Kinesiology
Community Consolidated High School District 230 November 2013 - Present
University of Chicago Charter School August 2009 - September 2013
Community Consolidated High School District 230 April 2007 - June 2007
Morgan Stanley Smith Barney September 2005 - December 2006
tag - Trade Associates Group Ltd June 2005 - September 2005
The Horton Group August 2004 - June 2005
Skills
Wellness, Stress Management, Fitness, Relaxation, Yoga, Program Development, Curriculum Design, Coaching, Lesson Planning, Teaching
Education
Aurora University 2007 — 2009
MATC
University of Illinois at Urbana-Champaign 2001 — 2003
B.S., Kinesiology
Pamela Houser Pamela Houser's Morgan Stanley Smith Barney Experience August 2006 - January 2010
Job Client Administrator
Industry Investment Management
Experience
Miller Russell Associates March 2015 - Present
Biltmore Wealth Management January 2010 - January 2015
Morgan Stanley Smith Barney August 2006 - January 2010
AIG Advisor Group August 2005 - August 2006
AIG Advisor Group September 2003 - August 2005
PinLine August 2002 - May 2003
Childsplay, Inc. 1999 - June 2002
Education
Arizona State University
Bachelor of Science (B.S.), Marketing
Miller Russell Associates March 2015 - Present
Biltmore Wealth Management January 2010 - January 2015
Morgan Stanley Smith Barney August 2006 - January 2010
AIG Advisor Group August 2005 - August 2006
AIG Advisor Group September 2003 - August 2005
PinLine August 2002 - May 2003
Childsplay, Inc. 1999 - June 2002
Education
Arizona State University
Bachelor of Science (B.S.), Marketing
Brandy Cuevas Brandy Cuevas's Morgan Stanley Smith Barney Experience September 1999 - December 2006
Job Client Analyst at Unified Logic
Industry Management Consulting
Experience
Unified Logic March 2014 - Present
Blackline Group, Inc. May 2012 - January 2014
Morgan Stanley January 2007 - February 2011
Morgan Stanley Smith Barney September 1999 - December 2006
Skills
Financial Analysis, Investments, Strategy, Asset Management, Business Strategy, Project Management, Management, Management Consulting, Securities, Hedge Funds, Leadership, SDLC, Research, Due Diligence, Equities, Analysis, Asset Managment, Data Analysis, Six Sigma, Microsoft Office, Microsoft Excel, Bloomberg, Portfolio Management, PowerPoint, Trading, Customer Service, Customer Satisfaction, Operations Management, Account Management, Process Improvement, Cross-functional Team..., Business Analysis, Risk Management
Education
Texas A&M University 2014 — 2016
Master of Business Administration (MBA)
Ashford University
Bachelor of Arts (B.A.), Business Information Systems, 3.87
Unified Logic March 2014 - Present
Blackline Group, Inc. May 2012 - January 2014
Morgan Stanley January 2007 - February 2011
Morgan Stanley Smith Barney September 1999 - December 2006
Skills
Financial Analysis, Investments, Strategy, Asset Management, Business Strategy, Project Management, Management, Management Consulting, Securities, Hedge Funds, Leadership, SDLC, Research, Due Diligence, Equities, Analysis, Asset Managment, Data Analysis, Six Sigma, Microsoft Office, Microsoft Excel, Bloomberg, Portfolio Management, PowerPoint, Trading, Customer Service, Customer Satisfaction, Operations Management, Account Management, Process Improvement, Cross-functional Team..., Business Analysis, Risk Management
Education
Texas A&M University 2014 — 2016
Master of Business Administration (MBA)
Ashford University
Bachelor of Arts (B.A.), Business Information Systems, 3.87
Kim Redmon, CIMA® Kim Redmon, CIMA®'s Morgan Stanley Smith Barney Experience November 1993 - February 2010
Job Financial Advisor Business Model Consultant | KAR Consulting, Inc
Industry Financial Services
Experience
KAR Consulting, Inc. February 2010 - Present
Morgan Stanley Smith Barney November 1993 - February 2010
Smith Barney November 1993 - August 2000
Skills
Listening Skills, Strategic Thinking, Tactical Planning, Action Plan..., Managing Priorities, Optimizing ROA on..., Reinvention of..., Marketing Strategy,..., Service and..., Price Modeling, Coaching, Business Modeling, Communication, Investments
Education
Arizona State University 1989 — 1992
BS, Math
KAR Consulting, Inc. February 2010 - Present
Morgan Stanley Smith Barney November 1993 - February 2010
Smith Barney November 1993 - August 2000
Skills
Listening Skills, Strategic Thinking, Tactical Planning, Action Plan..., Managing Priorities, Optimizing ROA on..., Reinvention of..., Marketing Strategy,..., Service and..., Price Modeling, Coaching, Business Modeling, Communication, Investments
Education
Arizona State University 1989 — 1992
BS, Math
Christopher Spitaletto Christopher Spitaletto's Morgan Stanley Smith Barney Experience August 2007 - January 2012
Job Sales Associate at Weichert, Realtors
Industry Financial Services
Experience
Weichert, Realtors September 2014 - Present
Liberty Realty LLC April 2013 - August 2014
Morgan Stanley Smith Barney August 2007 - January 2012
Mikasa & Company March 2006 - July 2007
Mercantile Bank February 2004 - January 2006
Hampton Inn October 2002 - January 2004
US Navy July 1995 - July 1999
Skills
Excel, Word, PowerPoint, Outlook, Customer Service, Microsoft Word, Microsoft Excel, Access, Accounting, Sales, Microsoft Office, Time Management, Training, Payroll, Management, Financial Analysis, Seller Representation, Strategic Negotiations, Buyer Representation, Real Estate, Marketing, Finance, Investment Properties, Real Estate Transactions, First Time Home Buyers, Negotiation
Education
Becker CPA Exam Prep Course 2011 — 2012
Saint Peter's University 2007 — 2011
Master of Science (MS), Accounting, 3.7
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2002
Bachelor of Science (BS), Finance, 3.3
Atlantic Cape Community College 1999 — 2000
Business Administration, 3.7
Lower Cape May Regional High School 1994 — 1995
Memorial High School 1991 — 1994
Weichert, Realtors September 2014 - Present
Liberty Realty LLC April 2013 - August 2014
Morgan Stanley Smith Barney August 2007 - January 2012
Mikasa & Company March 2006 - July 2007
Mercantile Bank February 2004 - January 2006
Hampton Inn October 2002 - January 2004
US Navy July 1995 - July 1999
Skills
Excel, Word, PowerPoint, Outlook, Customer Service, Microsoft Word, Microsoft Excel, Access, Accounting, Sales, Microsoft Office, Time Management, Training, Payroll, Management, Financial Analysis, Seller Representation, Strategic Negotiations, Buyer Representation, Real Estate, Marketing, Finance, Investment Properties, Real Estate Transactions, First Time Home Buyers, Negotiation
Education
Becker CPA Exam Prep Course 2011 — 2012
Saint Peter's University 2007 — 2011
Master of Science (MS), Accounting, 3.7
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2002
Bachelor of Science (BS), Finance, 3.3
Atlantic Cape Community College 1999 — 2000
Business Administration, 3.7
Lower Cape May Regional High School 1994 — 1995
Memorial High School 1991 — 1994
Caren Mendel's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Financial Planning and Analysis Specialist at Nasdaq
Industry Financial Services
Experience
Nasdaq February 2015 - Present
NASDAQ OMX November 2012 - February 2015
Nasdaq July 2011 - November 2012
PepsiCo Inc May 2010 - February 2011
Eastern States Exposition August 2009 - January 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Miramax Film May 2008 - August 2008
Skills
Finance, Budgets, Management, Forecasting, Essbase, Hyperion Planning, Accounting, Financial Modeling, Leadership, Marketing, Microsoft Excel, Market Research, Data Analysis
Education
Babson College 2007 — 2011
Bachelor of Science, Business Management; Financial Planning and Analysis; Concentration
Nasdaq February 2015 - Present
NASDAQ OMX November 2012 - February 2015
Nasdaq July 2011 - November 2012
PepsiCo Inc May 2010 - February 2011
Eastern States Exposition August 2009 - January 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Miramax Film May 2008 - August 2008
Skills
Finance, Budgets, Management, Forecasting, Essbase, Hyperion Planning, Accounting, Financial Modeling, Leadership, Marketing, Microsoft Excel, Market Research, Data Analysis
Education
Babson College 2007 — 2011
Bachelor of Science, Business Management; Financial Planning and Analysis; Concentration
Jordan Bartow's Morgan Stanley Smith Barney Experience May 2008 - August 2008
Job Managing Director at EDL Consulting
Industry Information Technology and Services
Experience
EDL Consulting October 2014 - Present
EDL Consulting April 2013 - Present
EDL Consulting October 2012 - May 2013
EDL Consulting May 2012 - October 2012
EDL Consulting May 2011 - May 2012
EDL Consulting May 2010 - May 2011
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
BigMachines Architect, Salesforce.com..., Webmethods Integration, Project Management, SQL, Salesforce.com, Cloud Computing, Solution Architecture, Consulting, Software, SaaS, Enterprise Software, CRM, Business Intelligence, Requirements Gathering, SDLC, BigMachines, Experienced Business..., Engagement Management, Integration, Functional Architecture, Marketing Strategy, Social Media, UAT coordination, Training, Sales, Business Development, Agile Methodolgy, Agile Modeling, Scrum, Techno-Functional, Sales Process, SFDC, Management, Software Implementation, Professional Services, Force.com, Enterprise Architecture, Business Process, Software Project..., Agile Project Management, Requirements Analysis, IT Strategy
Education
Arizona State University, W. P. Carey School of Business
Technology
EDL Consulting October 2014 - Present
EDL Consulting April 2013 - Present
EDL Consulting October 2012 - May 2013
EDL Consulting May 2012 - October 2012
EDL Consulting May 2011 - May 2012
EDL Consulting May 2010 - May 2011
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
BigMachines Architect, Salesforce.com..., Webmethods Integration, Project Management, SQL, Salesforce.com, Cloud Computing, Solution Architecture, Consulting, Software, SaaS, Enterprise Software, CRM, Business Intelligence, Requirements Gathering, SDLC, BigMachines, Experienced Business..., Engagement Management, Integration, Functional Architecture, Marketing Strategy, Social Media, UAT coordination, Training, Sales, Business Development, Agile Methodolgy, Agile Modeling, Scrum, Techno-Functional, Sales Process, SFDC, Management, Software Implementation, Professional Services, Force.com, Enterprise Architecture, Business Process, Software Project..., Agile Project Management, Requirements Analysis, IT Strategy
Education
Arizona State University, W. P. Carey School of Business
Technology
Katrina Pesek Katrina Pesek's Morgan Stanley Smith Barney Experience 2002 - May 2005
Job Senior Search Engine Optimization Analyst at Kelley Blue Book
Industry Automotive
Experience
Kelley Blue Book Cox Automotive March 2011 - Present
Farmers Insurance MEA & Associates, Inc. September 2013 - Present
Notary Public April 2006 - April 2014
Scentsy, Inc. June 2010 - February 2014
Support Our Military January 2011 - January 2013
Kelley Blue Book April 2008 - March 2011
Solutions Partnering, Inc. January 2008 - December 2009
MSM Mortgage May 2005 - April 2008
HAYWARD, TILTON, & ROLAPP INSURANCE ASSOCIATES May 2002 - May 2005
Morgan Stanley Smith Barney 2002 - May 2005
Skills
SEO, SEM, Web Analytics, Analytics, Online Marketing, Omniture, Marketing, Organic Search, Conversion Optimization, Google Adwords, Cross-functional Team..., A/B testing, PPC, Version One, Microsoft Office, Microsoft Office Suite, 10 Key Touch, Bugzilla, Conductor Searchlight, Mobile Marketing/SEO, Small Business, Non-profit Volunteering, Non-profits..., Project Management, Team Management, Account Management, Management, Online Advertising, Digital Marketing
Education
Ashford University 2009 — 2011
Bachelor of Arts (B.A.), Business Administration
Fullerton College 2000 — 2002
Associate of Arts (A.A.), Business Administration
Kelley Blue Book Cox Automotive March 2011 - Present
Farmers Insurance MEA & Associates, Inc. September 2013 - Present
Notary Public April 2006 - April 2014
Scentsy, Inc. June 2010 - February 2014
Support Our Military January 2011 - January 2013
Kelley Blue Book April 2008 - March 2011
Solutions Partnering, Inc. January 2008 - December 2009
MSM Mortgage May 2005 - April 2008
HAYWARD, TILTON, & ROLAPP INSURANCE ASSOCIATES May 2002 - May 2005
Morgan Stanley Smith Barney 2002 - May 2005
Skills
SEO, SEM, Web Analytics, Analytics, Online Marketing, Omniture, Marketing, Organic Search, Conversion Optimization, Google Adwords, Cross-functional Team..., A/B testing, PPC, Version One, Microsoft Office, Microsoft Office Suite, 10 Key Touch, Bugzilla, Conductor Searchlight, Mobile Marketing/SEO, Small Business, Non-profit Volunteering, Non-profits..., Project Management, Team Management, Account Management, Management, Online Advertising, Digital Marketing
Education
Ashford University 2009 — 2011
Bachelor of Arts (B.A.), Business Administration
Fullerton College 2000 — 2002
Associate of Arts (A.A.), Business Administration
Carlos Alfonso Carlos Alfonso's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job Director of Client Services at Batanga Media
Industry Online Media
Experience
Batanga Media January 2014 - Present
Batanga Media November 2011 - December 2013
Med Tech Transfer LLC. May 2011 - August 2011
TechBridge January 2011 - April 2011
GEROCO SA September 2010 - January 2011
Latin World Entertainment June 2010 - August 2010
Morgan Stanley Smith Barney June 2008 - August 2008
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
Master's of Science in Management, Global Entrepreneurship
University of Florida - Warrington College of Business Administration 2006 — 2010
Bachelor's of Science in Business Administration, Economics
Christopher Columbus High School 2002 — 2006
High School Diploma
Batanga Media January 2014 - Present
Batanga Media November 2011 - December 2013
Med Tech Transfer LLC. May 2011 - August 2011
TechBridge January 2011 - April 2011
GEROCO SA September 2010 - January 2011
Latin World Entertainment June 2010 - August 2010
Morgan Stanley Smith Barney June 2008 - August 2008
Education
Babson College - Franklin W. Olin Graduate School of Business 2010 — 2011
Master's of Science in Management, Global Entrepreneurship
University of Florida - Warrington College of Business Administration 2006 — 2010
Bachelor's of Science in Business Administration, Economics
Christopher Columbus High School 2002 — 2006
High School Diploma
Joanna Dominguez Joanna Dominguez's Morgan Stanley Smith Barney Experience January 2005 - June 2008
Job Financial Counselor
Industry Hospital & Health Care
Experience
Chandler Regional Medical Center June 2014 - Present
Gilbert hospital August 2012 - June 2014
Gilbert Hospital July 2012 - May 2013
Gilbert Hospital January 2008 - June 2012
Edward Jones July 2008 - February 2009
Morgan Stanley Smith Barney January 2005 - June 2008
Skills
Cpr Certified, Hospitals, Finance, Healthcare, HIPAA, EMR, Healthcare Management, Medicare
Education
Arizona State University 2005 — 2009
Associate of Science (A.S.), Microbiology, General, 3.5
Chandler Regional Medical Center June 2014 - Present
Gilbert hospital August 2012 - June 2014
Gilbert Hospital July 2012 - May 2013
Gilbert Hospital January 2008 - June 2012
Edward Jones July 2008 - February 2009
Morgan Stanley Smith Barney January 2005 - June 2008
Skills
Cpr Certified, Hospitals, Finance, Healthcare, HIPAA, EMR, Healthcare Management, Medicare
Education
Arizona State University 2005 — 2009
Associate of Science (A.S.), Microbiology, General, 3.5
Amanda Cassidy-Sanchez's Morgan Stanley Smith Barney Experience 2001 - 2002
Job LSM Brand Launch Manager at Marco's Pizza
Industry Food & Beverages
Experience
Marco's Pizza February 2014 - Present
Arbonne Independent Consultant March 2012 - July 2014
Marco's Pizza September 2012 - February 2014
Angstrom Graphics October 2006 - September 2012
Franchise Print Services August 2005 - October 2006
Thogus Products November 2002 - August 2005
Morgan Stanley Smith Barney 2001 - 2002
Skills
Marketing Consulting, Marketing Strategy, Photoshop, PowerPoint, Microsoft Office, Advertising, Account Management, Retail, Budgeting, Marketing Communications, Online Marketing, Promotions, Direct Marketing, Inventory Management, Fundraising, Event Management, New Business Development, Web Design, Creative Direction, Event Planning, Sales, Budgets, Customer Service, Marketing, Strategic Planning, Graphic Design, Team Building, Email Marketing
Education
Baldwin Wallace University 1998 — 2002
Bachelor's Degree, Business - Emphasis in Marketing and Studio Design
lorain southview high school 1995 — 1998
Magnet Program, Fine Arts (Music and Art)
Marco's Pizza February 2014 - Present
Arbonne Independent Consultant March 2012 - July 2014
Marco's Pizza September 2012 - February 2014
Angstrom Graphics October 2006 - September 2012
Franchise Print Services August 2005 - October 2006
Thogus Products November 2002 - August 2005
Morgan Stanley Smith Barney 2001 - 2002
Skills
Marketing Consulting, Marketing Strategy, Photoshop, PowerPoint, Microsoft Office, Advertising, Account Management, Retail, Budgeting, Marketing Communications, Online Marketing, Promotions, Direct Marketing, Inventory Management, Fundraising, Event Management, New Business Development, Web Design, Creative Direction, Event Planning, Sales, Budgets, Customer Service, Marketing, Strategic Planning, Graphic Design, Team Building, Email Marketing
Education
Baldwin Wallace University 1998 — 2002
Bachelor's Degree, Business - Emphasis in Marketing and Studio Design
lorain southview high school 1995 — 1998
Magnet Program, Fine Arts (Music and Art)
Jeremy Nagelberg Jeremy Nagelberg's Morgan Stanley Smith Barney Experience May 2010 - June 2012
Job Cost & Pricing Manager
Industry Logistics and Supply Chain
Experience
Systems Services of America January 2015 - Present
Systems Services of America April 2014 - December 2014
Morgan Stanley Smith Barney May 2010 - June 2012
SD Auto Concepts, LLC. January 2005 - December 2009
Del Mar Pizza Company June 2007 - October 2008
Skills
Strategic Financial..., Sales, Entrepreneurship, Marketing, Leadership, Series 7, Investments, Selling, Management, Public Relations, Portfolio Management, Start-ups, Small Business, Financial Analysis, Investment Advisory, Customer Service, Microsoft Excel, Training, Strategic Planning, Finance, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
San Diego State University-California State University 2005 — 2009
Bachelors of Science, Finance, Economics
Systems Services of America January 2015 - Present
Systems Services of America April 2014 - December 2014
Morgan Stanley Smith Barney May 2010 - June 2012
SD Auto Concepts, LLC. January 2005 - December 2009
Del Mar Pizza Company June 2007 - October 2008
Skills
Strategic Financial..., Sales, Entrepreneurship, Marketing, Leadership, Series 7, Investments, Selling, Management, Public Relations, Portfolio Management, Start-ups, Small Business, Financial Analysis, Investment Advisory, Customer Service, Microsoft Excel, Training, Strategic Planning, Finance, Financial Planning
Education
Arizona State University, W. P. Carey School of Business 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
San Diego State University-California State University 2005 — 2009
Bachelors of Science, Finance, Economics
R. Rick Baker CIMA's Morgan Stanley Smith Barney Experience 1991 - 2005
Job Senior Vice PresidentWealth Management, Wealth Management Advisor, Portfolio Manager
Industry Financial Services
Experience
Merrill Lynch November 2005 - Present
Morgan Stanley Smith Barney 1991 - 2005
North Florida Federal Land Bank 1980 - 1991
Skills
Investments, Asset Managment, Investment Banking, Investment Strategies, Investment Management, Joint Ventures, Wealth Management, Equities, Hedge Funds, Securities, Private Equity, Strategic Financial..., Financial Analysis, Capital Markets, Alternative Investments, Investment Advisory, Financial Modeling, Financial Advisory, Retirement Planning, Mutual Funds, Real Estate, Asset Management, Finance, Mergers, Portfolio Management, Strategic Planning, Financial Planning, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1996 — 1999
CIMA, Econometrics and Quantitative Economics
Auburn University 1977 — 1981
BS, Economics, Magna Cum Lauda
Merrill Lynch November 2005 - Present
Morgan Stanley Smith Barney 1991 - 2005
North Florida Federal Land Bank 1980 - 1991
Skills
Investments, Asset Managment, Investment Banking, Investment Strategies, Investment Management, Joint Ventures, Wealth Management, Equities, Hedge Funds, Securities, Private Equity, Strategic Financial..., Financial Analysis, Capital Markets, Alternative Investments, Investment Advisory, Financial Modeling, Financial Advisory, Retirement Planning, Mutual Funds, Real Estate, Asset Management, Finance, Mergers, Portfolio Management, Strategic Planning, Financial Planning, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1996 — 1999
CIMA, Econometrics and Quantitative Economics
Auburn University 1977 — 1981
BS, Economics, Magna Cum Lauda
Noel Fike Noel Fike's Morgan Stanley Smith Barney Experience November 1998 - November 2002
Job Experienced Financial Advisor and Business Teacher
Industry Professional Training & Coaching
Experience
Rockford Public Schools August 2008 - Present
Fifth Third Securities August 2006 - August 2008
Zeeland Public Schools August 2003 - June 2006
Morgan Stanley Smith Barney November 1998 - November 2002
Skills
Teaching, Public Speaking, Management, Microsoft Office, Microsoft Excel
Education
Aquinas College 2001 — 2005
MA, Education
Calvin College 1990 — 1994
BA, Business
Rockford Public Schools August 2008 - Present
Fifth Third Securities August 2006 - August 2008
Zeeland Public Schools August 2003 - June 2006
Morgan Stanley Smith Barney November 1998 - November 2002
Skills
Teaching, Public Speaking, Management, Microsoft Office, Microsoft Excel
Education
Aquinas College 2001 — 2005
MA, Education
Calvin College 1990 — 1994
BA, Business
Jerome Rumps Jerome Rumps's Morgan Stanley Smith Barney Experience 1974 - 2003
Job Challenger Gray and Christmas
Industry Management Consulting
Experience
Challenger, Gray & Christmas, Inc. 2009 - Present
JKR Assoc. 2003 - Present
Morgan Stanley Smith Barney 1974 - 2003
Skills
Leadership Development, Talent Management, Coaching, Career Development, Performance Management, Succession Planning, Career Counseling, Employee Benefits, Employee Relations, Executive Coaching, Organizational..., Strategic Planning, Acquisitions, College Recruiting, Technical Recruiting, Training, Talent Acquisition, Deferred Compensation, Employee Training, Benefits Administration, Employee Engagement, HRIS, HR Policies, Process Improvement, Labor Relations, Onboarding, Outplacement, HR Consulting, Organizational..., Personnel Management, Human Resources, Recruiting, Resume Writing, Interviews, Team Building, Applicant Tracking..., Leadership, Workshop Facilitation, Hiring, Change Management, Policy, Conflict Resolution, Management Consulting, Employment Law, Temporary Placement, Consulting, Strategy, Performance Improvement, Executive Development, Sourcing
Education
Aurora University 2003 — 2005
mba, business
Northern Illinois University 1966 — 1970
bs, management
Challenger, Gray & Christmas, Inc. 2009 - Present
JKR Assoc. 2003 - Present
Morgan Stanley Smith Barney 1974 - 2003
Skills
Leadership Development, Talent Management, Coaching, Career Development, Performance Management, Succession Planning, Career Counseling, Employee Benefits, Employee Relations, Executive Coaching, Organizational..., Strategic Planning, Acquisitions, College Recruiting, Technical Recruiting, Training, Talent Acquisition, Deferred Compensation, Employee Training, Benefits Administration, Employee Engagement, HRIS, HR Policies, Process Improvement, Labor Relations, Onboarding, Outplacement, HR Consulting, Organizational..., Personnel Management, Human Resources, Recruiting, Resume Writing, Interviews, Team Building, Applicant Tracking..., Leadership, Workshop Facilitation, Hiring, Change Management, Policy, Conflict Resolution, Management Consulting, Employment Law, Temporary Placement, Consulting, Strategy, Performance Improvement, Executive Development, Sourcing
Education
Aurora University 2003 — 2005
mba, business
Northern Illinois University 1966 — 1970
bs, management
Jenine Stafford Jenine Stafford's Morgan Stanley Smith Barney Experience 1996 - 2009
Job Financial Representative
Industry Financial Services
Experience
Thrivent Financial for Lutherans 2009 - Present
Little Rock Regional Chamber of Commerce April 2008 - Present
Morgan Stanley Smith Barney 1996 - 2009
Skills
Retirement Planning, Series 7, Investments, Business Analysis, Estate Planning, Uniform Combined State..., 401k Rollovers, Strategic Financial..., Insurance, Portfolio Management, Finance, IRAs, Series 63, Fixed Annuities, FINRA, Credit, Financial Planners, Risk Management, Marketing, Retirement, Wealth Accumulation, Investment Strategies, Asset Allocation, Investment Advisory, Financial Advisory, Long Term Care Insurance, Long-term Care, Life Insurance, Investment Management, Personal Financial..., Roth IRA, 401k
Education
Arkansas State University
BS
Jonesboro High School
Thrivent Financial for Lutherans 2009 - Present
Little Rock Regional Chamber of Commerce April 2008 - Present
Morgan Stanley Smith Barney 1996 - 2009
Skills
Retirement Planning, Series 7, Investments, Business Analysis, Estate Planning, Uniform Combined State..., 401k Rollovers, Strategic Financial..., Insurance, Portfolio Management, Finance, IRAs, Series 63, Fixed Annuities, FINRA, Credit, Financial Planners, Risk Management, Marketing, Retirement, Wealth Accumulation, Investment Strategies, Asset Allocation, Investment Advisory, Financial Advisory, Long Term Care Insurance, Long-term Care, Life Insurance, Investment Management, Personal Financial..., Roth IRA, 401k
Education
Arkansas State University
BS
Jonesboro High School
Louis Oswald's Morgan Stanley Smith Barney Experience February 2011 - June 2011
Job Private Banker
Industry Financial Services
Experience
Wells Fargo September 2013 - Present
Wells Fargo Advisors April 2012 - August 2013
Emerald Petroleum July 2011 - March 2012
Morgan Stanley Smith Barney February 2011 - June 2011
Sterne Agee June 2010 - August 2010
Sterne Agee June 2009 - August 2009
Vector Marketing June 2008 - August 2008
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Strategic Financial..., IRAs, Investment Advisory, Life Insurance, Asset Allocation, Asset Managment, Financial Analysis, Financial Services, Retirement, Loans, Financial Advisory, Investment Strategies, Alternative Investments, Roth IRA, 529 Plans, ETFs, FINRA, Mortgage Lending, Series 66, Uniform Combined State..., Mutual Funds, 401k, Finance, Credit, Small Business Lending, Private Banking, Asset Management, Financial Planning
Education
Auburn University, College of Business 2006 — 2010
Finance, General
Savannah Country Day School 1992 — 2006
High School
Wells Fargo September 2013 - Present
Wells Fargo Advisors April 2012 - August 2013
Emerald Petroleum July 2011 - March 2012
Morgan Stanley Smith Barney February 2011 - June 2011
Sterne Agee June 2010 - August 2010
Sterne Agee June 2009 - August 2009
Vector Marketing June 2008 - August 2008
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Strategic Financial..., IRAs, Investment Advisory, Life Insurance, Asset Allocation, Asset Managment, Financial Analysis, Financial Services, Retirement, Loans, Financial Advisory, Investment Strategies, Alternative Investments, Roth IRA, 529 Plans, ETFs, FINRA, Mortgage Lending, Series 66, Uniform Combined State..., Mutual Funds, 401k, Finance, Credit, Small Business Lending, Private Banking, Asset Management, Financial Planning
Education
Auburn University, College of Business 2006 — 2010
Finance, General
Savannah Country Day School 1992 — 2006
High School
Ed Walley Ed Walley's Morgan Stanley Smith Barney Experience July 2010 - July 2012
Job Private Client Advisor at JPMorgan Chase Bank
Industry Financial Services
Experience
J.P. Morgan Chase Bank July 2012 - Present
Morgan Stanley Smith Barney July 2010 - July 2012
CE2 Solutions, Inc. / Seabee Operations LP August 2007 - July 2010
CE2 Solutions, Inc. / Seabee Operations LP August 2007 - July 2010
Amerisave Mortgage Corporation December 2006 - July 2007
Education
Auburn University 2002 — 2007
Bachelor, Finance
J.P. Morgan Chase Bank July 2012 - Present
Morgan Stanley Smith Barney July 2010 - July 2012
CE2 Solutions, Inc. / Seabee Operations LP August 2007 - July 2010
CE2 Solutions, Inc. / Seabee Operations LP August 2007 - July 2010
Amerisave Mortgage Corporation December 2006 - July 2007
Education
Auburn University 2002 — 2007
Bachelor, Finance
Emily Boltwood Emily Boltwood's Morgan Stanley Smith Barney Experience July 2010 - June 2012
Job Author at Tate Publishing
Industry Entertainment
Experience
Tate Publishing 2012 - Present
Morgan Stanley Smith Barney July 2010 - June 2012
FAA May 2007 - January 2009
L’ Auberge Hotel and Resort March 2005 - March 2006
La Costa Resort and Spa July 2004 - March 2005
Skills
Time Management, Management, Marketing, Creative Writing, Social Media, Social Networking, Entertainment, Microsoft Office, Public Speaking, Customer Service, Editing, Social Media Marketing, Microsoft Excel, Acting, Microsoft Word, Public Relations, Facebook, PowerPoint
Education
Ashford University 2010 — 2011
B.A, Business Economics
Palomar College 1999 — 2011
A.A, Economics
MIKE MONRONEY AERONAUTICAL CENTER 2007 — 2007
Terminal and Radar Certificate, Aviation Science
MOUNT SAN ANTONIO COLLEGE 2005 — 2006
Associate of Science (A.S.), Aviation Science
Tate Publishing 2012 - Present
Morgan Stanley Smith Barney July 2010 - June 2012
FAA May 2007 - January 2009
L’ Auberge Hotel and Resort March 2005 - March 2006
La Costa Resort and Spa July 2004 - March 2005
Skills
Time Management, Management, Marketing, Creative Writing, Social Media, Social Networking, Entertainment, Microsoft Office, Public Speaking, Customer Service, Editing, Social Media Marketing, Microsoft Excel, Acting, Microsoft Word, Public Relations, Facebook, PowerPoint
Education
Ashford University 2010 — 2011
B.A, Business Economics
Palomar College 1999 — 2011
A.A, Economics
MIKE MONRONEY AERONAUTICAL CENTER 2007 — 2007
Terminal and Radar Certificate, Aviation Science
MOUNT SAN ANTONIO COLLEGE 2005 — 2006
Associate of Science (A.S.), Aviation Science
Prasant Tangirala Prasant Tangirala's Morgan Stanley Smith Barney Experience April 2012 - November 2012
Job Senior Vice President, Operational Risk and Compliance at Bank of America
Industry Financial Services
Experience
Bank of America February 2015 - Present
The Learning Gate April 2014 - Present
Bank of America November 2012 - January 2015
Morgan Stanley Smith Barney April 2012 - November 2012
Bank of America June 2010 - January 2012
Blue Slate Solutions March 2009 - March 2010
Sapient March 2007 - January 2009
Keane Architecture Services August 2006 - March 2007
CTC Communications October 2001 - September 2004
Skills
Financial Services, Financial Forecasting, Business Intelligence, Analytics, Budget, Strategy, Business Analysis, Program Management, Project Management, Process Improvement, Business Development, Data Analysis, Business Strategy, Financial Modeling, Management Consulting, Vendor Management, Change Management, Strategic Planning, Leadership, Budgets, Cross-functional Team..., Entrepreneurship, Analysis, Start-ups, Management, Enterprise Software, Software Project...
Education
Babson College 2004 — 2006
MBA, Marketing and Entrepreneurship
New Jersey Institute of Technology 1998 — 2000
M.S, Electrical Engineering
R. V. College of Engineering, Bangalore
Bank of America February 2015 - Present
The Learning Gate April 2014 - Present
Bank of America November 2012 - January 2015
Morgan Stanley Smith Barney April 2012 - November 2012
Bank of America June 2010 - January 2012
Blue Slate Solutions March 2009 - March 2010
Sapient March 2007 - January 2009
Keane Architecture Services August 2006 - March 2007
CTC Communications October 2001 - September 2004
Skills
Financial Services, Financial Forecasting, Business Intelligence, Analytics, Budget, Strategy, Business Analysis, Program Management, Project Management, Process Improvement, Business Development, Data Analysis, Business Strategy, Financial Modeling, Management Consulting, Vendor Management, Change Management, Strategic Planning, Leadership, Budgets, Cross-functional Team..., Entrepreneurship, Analysis, Start-ups, Management, Enterprise Software, Software Project...
Education
Babson College 2004 — 2006
MBA, Marketing and Entrepreneurship
New Jersey Institute of Technology 1998 — 2000
M.S, Electrical Engineering
R. V. College of Engineering, Bangalore
Myra Page Myra Page's Morgan Stanley Smith Barney Experience December 1994 - November 2011
Job Certified Financial Planner™, President at MPM Investment Counsel, LLC – An Independent Firm
Industry Financial Services
Experience
MPM Investment Counsel, LLC - An Independent Firm November 2011 - Present
Morgan Stanley Smith Barney December 1994 - November 2011
Smith Barney November 2001 - November 2004
Smith Barney 2000 - 2001
Education
Arizona State University 1982 — 1984
B.S., Finance, Finance, Economics
MPM Investment Counsel, LLC - An Independent Firm November 2011 - Present
Morgan Stanley Smith Barney December 1994 - November 2011
Smith Barney November 2001 - November 2004
Smith Barney 2000 - 2001
Education
Arizona State University 1982 — 1984
B.S., Finance, Finance, Economics
Keith Chesler's Morgan Stanley Smith Barney Experience January 2002 - January 2003
Job Results Driven and Experienced Banking Professional
Industry Financial Services
Experience
First Niagara Bank January 2006 - Present
First Niagara Bank January 2006 - January 2012
First Niagara Bank January 2006 - September 2007
Orthodox Union January 2005 - December 2006
Citizens Bank January 2004 - January 2005
Commerce Bank January 2003 - December 2003
Morgan Stanley Smith Barney January 2002 - January 2003
American Express January 2000 - December 2001
Skills
Commercial Banking, New Business Development, Financial Analysis, Financial Planning, Client Retention, Banking, Credit, Commercial Lending, Small Business, Expert relationship..., Team Leadership, Team Building, Credit Analysis, Communication, Strategic Financial..., Business Development, Leadership, Underwriting, Retail Banking, Sales, Loans, Loan Origination, CRM, Consumer Lending, Management, Strategy, Cross Selling, Training, Branch Management, Finance, Financial Services, Small Business Lending
Education
University of Delaware 1982 — 1986
BS, Business Management
Baltimore Hebrew University 1987 — 1989
M.A, Jewish History
Baltimore Hebrew University 1986 — 1987
B.A, Education
First Niagara Bank January 2006 - Present
First Niagara Bank January 2006 - January 2012
First Niagara Bank January 2006 - September 2007
Orthodox Union January 2005 - December 2006
Citizens Bank January 2004 - January 2005
Commerce Bank January 2003 - December 2003
Morgan Stanley Smith Barney January 2002 - January 2003
American Express January 2000 - December 2001
Skills
Commercial Banking, New Business Development, Financial Analysis, Financial Planning, Client Retention, Banking, Credit, Commercial Lending, Small Business, Expert relationship..., Team Leadership, Team Building, Credit Analysis, Communication, Strategic Financial..., Business Development, Leadership, Underwriting, Retail Banking, Sales, Loans, Loan Origination, CRM, Consumer Lending, Management, Strategy, Cross Selling, Training, Branch Management, Finance, Financial Services, Small Business Lending
Education
University of Delaware 1982 — 1986
BS, Business Management
Baltimore Hebrew University 1987 — 1989
M.A, Jewish History
Baltimore Hebrew University 1986 — 1987
B.A, Education
Bonnie Gaines's Morgan Stanley Smith Barney Experience February 2010 - October 2011
Job Director of Corporate Retail at Robert Trent Jones
Industry Sports
Experience
Robert Trent Jones Golf Trail October 2011 - Present
Morgan Stanley Smith Barney February 2010 - October 2011
Karen Tucker Catering July 2009 - February 2010
Skills
Microsoft Office, Morningstar
Education
Auburn University 2005 — 2009
Bachelor, Marketing
Robert Trent Jones Golf Trail October 2011 - Present
Morgan Stanley Smith Barney February 2010 - October 2011
Karen Tucker Catering July 2009 - February 2010
Skills
Microsoft Office, Morningstar
Education
Auburn University 2005 — 2009
Bachelor, Marketing
J. Frank Leonard J. Frank Leonard's Morgan Stanley Smith Barney Experience December 2010 - March 2013
Job Director of Construction, Knight Residential Group
Industry Construction
Experience
Knight Residential Group June 2015 - Present
Tennessee Valley Authority March 2014 - June 2015
Tennessee Valley Authority April 2013 - March 2014
Morgan Stanley Smith Barney December 2010 - March 2013
Luttrell Development July 2005 - December 2010
Diversified Investment Advisors March 2002 - July 2005
TeamVest 1999 - 2002
Skills
Securities, Mutual Funds, Strategic Planning, Wealth Management, Portfolio Management, Risk Management, Strategic Financial..., Finance, Financial Analysis, Asset Management, Financial Modeling, Financial Planning, Investments, Relationship Management, Process Improvement, Management, Executive Management, Leadership
Education
Appalachian State University 1994 — 1998
Bachelor of Science (B.S.), Marketing
Knight Residential Group June 2015 - Present
Tennessee Valley Authority March 2014 - June 2015
Tennessee Valley Authority April 2013 - March 2014
Morgan Stanley Smith Barney December 2010 - March 2013
Luttrell Development July 2005 - December 2010
Diversified Investment Advisors March 2002 - July 2005
TeamVest 1999 - 2002
Skills
Securities, Mutual Funds, Strategic Planning, Wealth Management, Portfolio Management, Risk Management, Strategic Financial..., Finance, Financial Analysis, Asset Management, Financial Modeling, Financial Planning, Investments, Relationship Management, Process Improvement, Management, Executive Management, Leadership
Education
Appalachian State University 1994 — 1998
Bachelor of Science (B.S.), Marketing
Alex Rudolph's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Partner, VP of Development at Tap 42 Bar & Kitchen
Industry Restaurants
Experience
Tapco Restaurant Group January 2014 - Present
Tap 42 January 2014 - Present
Hillstone Restaurant Group June 2013 - October 2013
Babson College August 2009 - May 2013
Robert Finvarb Companies May 2012 - August 2012
Miami HEAT Camp June 2010 - June 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Camp Lenox June 2007 - August 2010
Skills
Public Speaking
Education
Babson College 2009 — 2013
Bachelor of Business Administration (BBA)
Miami Country Day School 1996 — 2009
Tapco Restaurant Group January 2014 - Present
Tap 42 January 2014 - Present
Hillstone Restaurant Group June 2013 - October 2013
Babson College August 2009 - May 2013
Robert Finvarb Companies May 2012 - August 2012
Miami HEAT Camp June 2010 - June 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Camp Lenox June 2007 - August 2010
Skills
Public Speaking
Education
Babson College 2009 — 2013
Bachelor of Business Administration (BBA)
Miami Country Day School 1996 — 2009
Jerome (Jerry) Gates Jerome (Jerry) Gates's Morgan Stanley Smith Barney Experience June 2009 - June 2010
Job Managing Director at Hamilton Lane Head of Global Real Estate
Industry Investment Management
Experience
Hamilton Lane February 2011 - Present
Morgan Stanley Smith Barney June 2009 - June 2010
Citigroup 2005 - May 2009
Citi 2000 - 2005
Citigroup 1995 - 1999
Citicorp 1990 - 1995
Skills
Due Diligence, Alternative Investments, Portfolio Management, Real Estate, Investments, Capital Markets, Commercial Real Estate, Investment Strategies, Management, Asset Allocation, Structured Finance, Wealth Management, Fund Of Funds, Valuation, Asset Management, Equities, Disposition, Real Estate Economics
Education
University of Michigan - Stephen M. Ross School of Business 1975 — 1977
MBA, Finance
Baldwin Wallace University 1970 — 1974
BS, Chemistry
White Plains High School
Hamilton Lane February 2011 - Present
Morgan Stanley Smith Barney June 2009 - June 2010
Citigroup 2005 - May 2009
Citi 2000 - 2005
Citigroup 1995 - 1999
Citicorp 1990 - 1995
Skills
Due Diligence, Alternative Investments, Portfolio Management, Real Estate, Investments, Capital Markets, Commercial Real Estate, Investment Strategies, Management, Asset Allocation, Structured Finance, Wealth Management, Fund Of Funds, Valuation, Asset Management, Equities, Disposition, Real Estate Economics
Education
University of Michigan - Stephen M. Ross School of Business 1975 — 1977
MBA, Finance
Baldwin Wallace University 1970 — 1974
BS, Chemistry
White Plains High School
Al Chaves Al Chaves's Morgan Stanley Smith Barney Experience April 2008 - November 2010
Job Systems Engineer at Electron International
Industry Aviation & Aerospace
Experience
Electron International / Parker Aerospace November 2014 - Present
Honeywell Aerospace August 2012 - August 2014
Principal Financial Group December 2010 - July 2012
Morgan Stanley Smith Barney April 2008 - November 2010
A.G. Edwards July 2004 - March 2008
Motorola Solutions November 2000 - June 2004
Motorola Computer Group August 1996 - November 2000
TRW March 1994 - August 1996
Xerox June 1988 - March 1994
Skills
Management, Project Planning, Relationship Management, Project Management, Quality Assurance, SQL, VBScript, C Programming, Visual C#, Unix, Python, HTML, Process Improvement, Process Automation, DO178B
Education
Arizona State University, W. P. Carey School of Business 1997 — 1999
MBA, Finance
Rochester Institute of Technology 1984 — 1988
BSEE, Electrical Engineering
Electron International / Parker Aerospace November 2014 - Present
Honeywell Aerospace August 2012 - August 2014
Principal Financial Group December 2010 - July 2012
Morgan Stanley Smith Barney April 2008 - November 2010
A.G. Edwards July 2004 - March 2008
Motorola Solutions November 2000 - June 2004
Motorola Computer Group August 1996 - November 2000
TRW March 1994 - August 1996
Xerox June 1988 - March 1994
Skills
Management, Project Planning, Relationship Management, Project Management, Quality Assurance, SQL, VBScript, C Programming, Visual C#, Unix, Python, HTML, Process Improvement, Process Automation, DO178B
Education
Arizona State University, W. P. Carey School of Business 1997 — 1999
MBA, Finance
Rochester Institute of Technology 1984 — 1988
BSEE, Electrical Engineering
Stephen Comerford, CFA's Morgan Stanley Smith Barney Experience 2004 - 2006
Job Investment Analyst at Vogel Consulting
Industry Financial Services
Experience
Vogel Consulting 2014 - Present
G&K Wealth Management, LLC August 2008 - December 2012
Morgan Stanley Smith Barney 2004 - 2006
Robert W. Baird & Co. 1999 - 2004
Skills
Investment Advisory, Asset Management, Asset Allocation, Retirement Planning, Wealth Management, New Business Development, Securities, Employee Benefits, Series 7, FINRA
Education
Arizona State University
University of Wisconsin-Milwaukee
Vogel Consulting 2014 - Present
G&K Wealth Management, LLC August 2008 - December 2012
Morgan Stanley Smith Barney 2004 - 2006
Robert W. Baird & Co. 1999 - 2004
Skills
Investment Advisory, Asset Management, Asset Allocation, Retirement Planning, Wealth Management, New Business Development, Securities, Employee Benefits, Series 7, FINRA
Education
Arizona State University
University of Wisconsin-Milwaukee
John Veytsman's Morgan Stanley Smith Barney Experience 2008 - 2008
Job at
Industry Pharmaceuticals
Experience
Biogen Idec October 2013 - Present
Vertex Pharmaceuticals April 2012 - August 2013
Liberty Mutual March 2011 - November 2011
Siemens AG January 2010 - May 2010
Babson College September 2006 - May 2010
World Memory Bank 2008 - 2010
Babson College 2006 - 2010
Morgan Stanley Smith Barney 2008 - 2008
Skills
Excel, Access, Visio, MS Project, MS Office Suite, SharePoint, Hyperion, Analysis, Research, Minitab, PowerPoint, Financial Analysis, Outlook, Data Mining, Word, Entrepreneurship, Bloomberg, Business Analysis, Market Research, Salesforce.com, Microsoft Office, Spanish, Software Project..., Product Management, Analytics, Financial Reporting, Product Marketing, Process Engineering, Competitive Analysis, Business Strategy, Management Consulting, SDLC, Forecasting, Business Intelligence, Strategy, CRM, Sales Force Alignment, OBIEE, Financial Modeling, Business Process..., Business Process Mapping, Microsoft Word, Consulting, Microsoft Excel, Program Management, Data Analysis, Management, Cross-functional Team..., Project Management
Education
Babson College 2006 — 2010
B.S., Strategic Management
WU (Vienna University of Economics and Business) 2009 — 2009
Biogen Idec October 2013 - Present
Vertex Pharmaceuticals April 2012 - August 2013
Liberty Mutual March 2011 - November 2011
Siemens AG January 2010 - May 2010
Babson College September 2006 - May 2010
World Memory Bank 2008 - 2010
Babson College 2006 - 2010
Morgan Stanley Smith Barney 2008 - 2008
Skills
Excel, Access, Visio, MS Project, MS Office Suite, SharePoint, Hyperion, Analysis, Research, Minitab, PowerPoint, Financial Analysis, Outlook, Data Mining, Word, Entrepreneurship, Bloomberg, Business Analysis, Market Research, Salesforce.com, Microsoft Office, Spanish, Software Project..., Product Management, Analytics, Financial Reporting, Product Marketing, Process Engineering, Competitive Analysis, Business Strategy, Management Consulting, SDLC, Forecasting, Business Intelligence, Strategy, CRM, Sales Force Alignment, OBIEE, Financial Modeling, Business Process..., Business Process Mapping, Microsoft Word, Consulting, Microsoft Excel, Program Management, Data Analysis, Management, Cross-functional Team..., Project Management
Education
Babson College 2006 — 2010
B.S., Strategic Management
WU (Vienna University of Economics and Business) 2009 — 2009
Sheldon Freisinger Sheldon Freisinger's Morgan Stanley Smith Barney Experience 1994 - Present
Job Senior Portfolio Manager at Morgan Stanley Smith Barney 8002899060
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1994 - Present
Senior Portfolio Manager, Prudential Bache July 1985 - September 1994
Education
Arizona State University 1972 — 1976
Ph.D., Eductional Technology
University of Illinois at Urbana-Champaign 1967 — 1972
AB; MA, English
Morgan Stanley Smith Barney 1994 - Present
Senior Portfolio Manager, Prudential Bache July 1985 - September 1994
Education
Arizona State University 1972 — 1976
Ph.D., Eductional Technology
University of Illinois at Urbana-Champaign 1967 — 1972
AB; MA, English
Stacy Denton Stacy Denton's Morgan Stanley Smith Barney Experience June 2009 - November 2011
Job Tax Manager at Deloitte Tax LLP
Industry Accounting
Experience
Deloitte Tax LLP February 2013 - Present
Morgan Stanley Smith Barney June 2009 - November 2011
Citigroup September 2006 - May 2009
Deloitte Tax LLP May 2002 - September 2006
Arthur Andersen September 1999 - May 2002
Skills
Tax, Wealth, Corporate Tax, Wealth Management..., CPA, Strategic Financial..., Income Tax, Tax Accounting, Auditing, Investments, Tax Preparation, Estate Planning, Wealth Management, Financial Advisory
Education
Auburn University, College of Business 1998 — 1999
MAC, Accounting
Auburn University 1995 — 1998
BSBA, Accounting
Deloitte Tax LLP February 2013 - Present
Morgan Stanley Smith Barney June 2009 - November 2011
Citigroup September 2006 - May 2009
Deloitte Tax LLP May 2002 - September 2006
Arthur Andersen September 1999 - May 2002
Skills
Tax, Wealth, Corporate Tax, Wealth Management..., CPA, Strategic Financial..., Income Tax, Tax Accounting, Auditing, Investments, Tax Preparation, Estate Planning, Wealth Management, Financial Advisory
Education
Auburn University, College of Business 1998 — 1999
MAC, Accounting
Auburn University 1995 — 1998
BSBA, Accounting
Jeffrey Lieberman, CFP ® ,CIMA(®)'s Morgan Stanley Smith Barney Experience June 2001 - Present
Job Senior Vice President and Family Wealth Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2001 - Present
Merrill Lynch August 1987 - June 2001
Merrill Lynch August 1987 - June 2001
Skills
Comprehensive Wealth..., Investment Management, Estate Planning, Series 7, Wealth Management..., Asset Allocation, Wealth Management, Hedge Funds, Alternative Investments, Securities, Series 63, Investments, Investment Strategies, Investment Advisory, Mutual Funds
Education
Arizona State University 1982 — 1985
Bachelors, Accounting and Finance
Arizona State University 1982 — 1985
BS, Accounting and Finance
Morgan Stanley Smith Barney June 2001 - Present
Merrill Lynch August 1987 - June 2001
Merrill Lynch August 1987 - June 2001
Skills
Comprehensive Wealth..., Investment Management, Estate Planning, Series 7, Wealth Management..., Asset Allocation, Wealth Management, Hedge Funds, Alternative Investments, Securities, Series 63, Investments, Investment Strategies, Investment Advisory, Mutual Funds
Education
Arizona State University 1982 — 1985
Bachelors, Accounting and Finance
Arizona State University 1982 — 1985
BS, Accounting and Finance
Julia Watterson, CAPM's Morgan Stanley Smith Barney Experience July 2008 - August 2011
Job Assistant Director of Annual Giving at Chatham University
Industry Public Relations and Communications
Experience
Chatham University December 2014 - Present
Cigna February 2013 - December 2014
Auburn University August 2011 - December 2012
Highmark May 2012 - August 2012
Morgan Stanley Smith Barney July 2008 - August 2011
Duquesne University Alumni Relations Telefund July 2007 - August 2011
Skills
Public Speaking, Research, Marketing Communications, Writing, Fundraising, Facebook, Social Media Marketing, Public Relations, Market Research, Project Management, Event Planning, Strategic Communications, Press Releases, Event Management, Internal Communications, Analysis, Editing, Team Leadership, Marketing, Blogging, Alumni Relations, Sales
Education
Auburn University 2011 — 2012
Master of Arts (M.A.), Communication and Journalism
Duquesne University 2007 — 2011
Bachelor of Arts, Communicaton Studies and Information Systems Management
University of Salzburg 2009 — 2009
Dale Carnegie Graduate
Vincentin Academy
Chatham University December 2014 - Present
Cigna February 2013 - December 2014
Auburn University August 2011 - December 2012
Highmark May 2012 - August 2012
Morgan Stanley Smith Barney July 2008 - August 2011
Duquesne University Alumni Relations Telefund July 2007 - August 2011
Skills
Public Speaking, Research, Marketing Communications, Writing, Fundraising, Facebook, Social Media Marketing, Public Relations, Market Research, Project Management, Event Planning, Strategic Communications, Press Releases, Event Management, Internal Communications, Analysis, Editing, Team Leadership, Marketing, Blogging, Alumni Relations, Sales
Education
Auburn University 2011 — 2012
Master of Arts (M.A.), Communication and Journalism
Duquesne University 2007 — 2011
Bachelor of Arts, Communicaton Studies and Information Systems Management
University of Salzburg 2009 — 2009
Dale Carnegie Graduate
Vincentin Academy
Stanley Cheng's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Corporate Banking Analyst at RBS Citizens
Industry Banking
Experience
RBS Citizens June 2014 - Present
Comcast May 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Bloomberg, Capital IQ, Financial Analysis, Financial Modeling, Bloomberg Terminal
Education
Babson College 2010 — 2014
Bachelor of Science in Business Management, Finance
RBS Citizens June 2014 - Present
Comcast May 2013 - August 2013
Morgan Stanley Wealth Management June 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Microsoft Excel, Microsoft Word, Bloomberg, Capital IQ, Financial Analysis, Financial Modeling, Bloomberg Terminal
Education
Babson College 2010 — 2014
Bachelor of Science in Business Management, Finance
Scott Merrill Scott Merrill's Morgan Stanley Smith Barney Experience January 1993 - April 2013
Job Senior Vice President Wealth Management / Portfolio Manager at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. April 2013 - Present
Morgan Stanley Smith Barney January 1993 - April 2013
Kidder Peabody March 1986 - January 1993
Education
Arizona State University 1976 — 1980
UBS Financial Services, Inc. April 2013 - Present
Morgan Stanley Smith Barney January 1993 - April 2013
Kidder Peabody March 1986 - January 1993
Education
Arizona State University 1976 — 1980
Peter Economou, CFA Peter Economou, CFA's Morgan Stanley Smith Barney Experience August 2011 - August 2012
Job Head of Markets, Risk and Operations
Industry Financial Services
Experience
eSecLending August 2012 - Present
Morgan Stanley Smith Barney August 2011 - August 2012
Premier Global Securities Lending July 2010 - February 2011
State Street Corp. March 1994 - June 2010
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1988
Master of Business Administration (MBA), Finance and Investments
Stonehill College 1981 — 1984
Bachelor of Science (B.S.), Finance
eSecLending August 2012 - Present
Morgan Stanley Smith Barney August 2011 - August 2012
Premier Global Securities Lending July 2010 - February 2011
State Street Corp. March 1994 - June 2010
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1988
Master of Business Administration (MBA), Finance and Investments
Stonehill College 1981 — 1984
Bachelor of Science (B.S.), Finance
Chris Landwair Chris Landwair's Morgan Stanley Smith Barney Experience August 1999 - February 2006
Job Investment Manager at Mammini Company
Industry Financial Services
Experience
Mammini Company January 2006 - Present
Morgan Stanley Smith Barney August 1999 - February 2006
General Atomics Aeronautical Systems January 1995 - August 1999
Lockheed Aeronautical Systems August 1982 - July 1994
Skills
Retirement Planning, Wealth Management, Financial Services, Investments, Investment Management, Pensions, Financial Planning, Finance, FINRA, Investment Advisory, Asset Allocation
Education
Arizona State University 1978 — 1982
Bachelor of Science (B.S.), Business Administration
Mammini Company January 2006 - Present
Morgan Stanley Smith Barney August 1999 - February 2006
General Atomics Aeronautical Systems January 1995 - August 1999
Lockheed Aeronautical Systems August 1982 - July 1994
Skills
Retirement Planning, Wealth Management, Financial Services, Investments, Investment Management, Pensions, Financial Planning, Finance, FINRA, Investment Advisory, Asset Allocation
Education
Arizona State University 1978 — 1982
Bachelor of Science (B.S.), Business Administration
Lee England, CIMC Lee England, CIMC's Morgan Stanley Smith Barney Experience May 2008 - August 2011
Job Senior Vice President at Salient Partners
Industry Financial Services
Experience
Salient Partners January 2013 - Present
Treasure Coast Hospice January 2012 - January 2013
Morgan Stanley Smith Barney May 2008 - August 2011
Federated Investors November 2002 - April 2008
Dreyfus Investments February 1997 - September 2002
Smith Barney October 1987 - January 1997
WTVX - Channel January 1985 - January 1987
WRIT FM January 1984 - January 1985
Skills
Public Speaking, Organizational..., Marketing Communications, Investments, Customer Relations, Mutual Funds, Alternative Investments, Annuities, Series 7, Retirement, Asset Management, Securities, Portfolio Management, Series 3, Series 31, Series 63, Series 65, Asset Managment, FINRA, Fixed Annuities, Wealth Management, Separately Managed..., Financial Advisory, Asset Allocation, Customer Service, Sales, Investment Advisory, Investment Strategies, Retirement Planning, Investment Management, Equities, Financial Services, Finance, Fixed Income, Hedge Funds, Financial Planning
Education
Securities Industry Institute at Wharton 2007 — 2009
Auburn University 1980 — 1984
BA, Communication and Psychology
Virgil I. Grissom High School
Salient Partners January 2013 - Present
Treasure Coast Hospice January 2012 - January 2013
Morgan Stanley Smith Barney May 2008 - August 2011
Federated Investors November 2002 - April 2008
Dreyfus Investments February 1997 - September 2002
Smith Barney October 1987 - January 1997
WTVX - Channel January 1985 - January 1987
WRIT FM January 1984 - January 1985
Skills
Public Speaking, Organizational..., Marketing Communications, Investments, Customer Relations, Mutual Funds, Alternative Investments, Annuities, Series 7, Retirement, Asset Management, Securities, Portfolio Management, Series 3, Series 31, Series 63, Series 65, Asset Managment, FINRA, Fixed Annuities, Wealth Management, Separately Managed..., Financial Advisory, Asset Allocation, Customer Service, Sales, Investment Advisory, Investment Strategies, Retirement Planning, Investment Management, Equities, Financial Services, Finance, Fixed Income, Hedge Funds, Financial Planning
Education
Securities Industry Institute at Wharton 2007 — 2009
Auburn University 1980 — 1984
BA, Communication and Psychology
Virgil I. Grissom High School
Mike Davies Mike Davies's Morgan Stanley Smith Barney Experience January 2011 - December 2011
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2013 - Present
Morgan Stanley Wealth Management January 2012 - Present
Morgan Stanley Smith Barney January 2011 - December 2011
Morgan Stanley Smith Barney June 2008 - December 2010
Morgan Stanley January 2005 - June 2008
Bank of Tokyo-Mitsubishi UFJ July 1992 - December 2004
Arthur Andersen March 1989 - June 1992
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Asset Managment, Structured Products, Derivatives, Capital Markets, Portfolio Management, Risk Management, Investments, Wealth Management..., Financial Risk, Operational Risk, Wealth Management, Securities, Asset Management, Trading, Emerging Markets, Financial Markets, Credit Risk, Credit, Market Risk
Education
Ashridge Business School 2000 — 2002
MBA, MBA
London Business School 1993 — 1994
Certificate, Investment Management
Institute of Chartered Accountants in England and Wales 1989 — 1992
University of Warwick 1987 — 1989
MA, Economics
University of Southampton 1984 — 1987
BSc (Social Sciences), Economics & Statistics
St Dunstan's College 1977 — 1984
Morgan Stanley Wealth Management July 2013 - Present
Morgan Stanley Wealth Management January 2012 - Present
Morgan Stanley Smith Barney January 2011 - December 2011
Morgan Stanley Smith Barney June 2008 - December 2010
Morgan Stanley January 2005 - June 2008
Bank of Tokyo-Mitsubishi UFJ July 1992 - December 2004
Arthur Andersen March 1989 - June 1992
Skills
Alternative Investments, Hedge Funds, Fixed Income, Equities, Asset Managment, Structured Products, Derivatives, Capital Markets, Portfolio Management, Risk Management, Investments, Wealth Management..., Financial Risk, Operational Risk, Wealth Management, Securities, Asset Management, Trading, Emerging Markets, Financial Markets, Credit Risk, Credit, Market Risk
Education
Ashridge Business School 2000 — 2002
MBA, MBA
London Business School 1993 — 1994
Certificate, Investment Management
Institute of Chartered Accountants in England and Wales 1989 — 1992
University of Warwick 1987 — 1989
MA, Economics
University of Southampton 1984 — 1987
BSc (Social Sciences), Economics & Statistics
St Dunstan's College 1977 — 1984
Cooper Mickle Cooper Mickle's Morgan Stanley Smith Barney Experience October 2005 - December 2011
Job Senior Vice President, Branch Manager at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. December 2011 - Present
Morgan Stanley Smith Barney October 2005 - December 2011
Smith Barney December 2002 - October 2005
Smith Barney September 1986 - December 2002
Education
Auburn University 1980 — 1984
Marketing
Stephens Inc. December 2011 - Present
Morgan Stanley Smith Barney October 2005 - December 2011
Smith Barney December 2002 - October 2005
Smith Barney September 1986 - December 2002
Education
Auburn University 1980 — 1984
Marketing
David Mastroianni's Morgan Stanley Smith Barney Experience 2009 - 2009
Job Client Services Manager at Adviser Investments
Industry Financial Services
Experience
Adviser Investments April 2014 - Present
Bolvin Wealth Management Group April 2013 - April 2014
FactSet Research Systems October 2012 - March 2013
Centinel Financial Group, LLC July 2010 - September 2012
Morgan Stanley Smith Barney 2009 - 2009
Siemens IT Solutions and Services Pvt. Ltd. 2008 - 2008
Fidelity Investments 2007 - 2007
Skills
Investments, Financial Analysis, Mutual Funds, Financial Modeling, Strategic Financial..., Asset Allocation, Microsoft Office, Bloomberg
Education
Babson College
Adviser Investments April 2014 - Present
Bolvin Wealth Management Group April 2013 - April 2014
FactSet Research Systems October 2012 - March 2013
Centinel Financial Group, LLC July 2010 - September 2012
Morgan Stanley Smith Barney 2009 - 2009
Siemens IT Solutions and Services Pvt. Ltd. 2008 - 2008
Fidelity Investments 2007 - 2007
Skills
Investments, Financial Analysis, Mutual Funds, Financial Modeling, Strategic Financial..., Asset Allocation, Microsoft Office, Bloomberg
Education
Babson College
GAURAV DOULANI GAURAV DOULANI's Morgan Stanley Smith Barney Experience November 2009 - October 2012
Job Global Development Manager at Citibank N.A.
Industry Computer Software
Experience
Citibank December 2013 - Present
Bank of America November 2012 - July 2014
Morgan Stanley Smith Barney November 2009 - October 2012
Actimize August 2009 - October 2012
Merrill Lynch December 2007 - August 2009
Infosys October 2003 - August 2009
Skills
Actimize AIS 3.6, Actimize AIS 4, Actimize Risk Case..., PL/SQL, Business Analysis, Requirements Analysis, DB2, Sybase, Oracle, SDLC, ETL, Unix, Unix Shell Scripting, Tomcat, Actimize, Informatica, Software Project..., Websphere
Education
B. M. S. College of Engineering 1998 — 2002
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Citibank December 2013 - Present
Bank of America November 2012 - July 2014
Morgan Stanley Smith Barney November 2009 - October 2012
Actimize August 2009 - October 2012
Merrill Lynch December 2007 - August 2009
Infosys October 2003 - August 2009
Skills
Actimize AIS 3.6, Actimize AIS 4, Actimize Risk Case..., PL/SQL, Business Analysis, Requirements Analysis, DB2, Sybase, Oracle, SDLC, ETL, Unix, Unix Shell Scripting, Tomcat, Actimize, Informatica, Software Project..., Websphere
Education
B. M. S. College of Engineering 1998 — 2002
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Michael Hurd's Morgan Stanley Smith Barney Experience September 1996 - April 2000
Job President of Hurd Marketing
Industry Marketing and Advertising
Experience
Hurd Marketing, Inc. October 2014 - Present
OneCommand January 2011 - October 2014
Bill Dodge Hyundai November 2007 - March 2010
Hurd Marketing, Inc. November 2006 - November 2007
Pinnacle Automotive Promotions March 2002 - November 2006
Executive Search Group May 2000 - February 2002
Morgan Stanley Smith Barney September 1996 - April 2000
Saturn of Westbrook and Saturn of Brunswick 1991 - September 1996
Skills
Team Building, Training, Relationship Marketing, Customer Retention, Lead Generation, Marketing, Strategy, Sales, Management, Negotiation, Business Planning, Program Management, Direct Marketing, Retail, Small Business, Profit, Sales Management
Education
Babson College 1986 — 1990
Entrepreneurial Studies, Business
Morse
Hurd Marketing, Inc. October 2014 - Present
OneCommand January 2011 - October 2014
Bill Dodge Hyundai November 2007 - March 2010
Hurd Marketing, Inc. November 2006 - November 2007
Pinnacle Automotive Promotions March 2002 - November 2006
Executive Search Group May 2000 - February 2002
Morgan Stanley Smith Barney September 1996 - April 2000
Saturn of Westbrook and Saturn of Brunswick 1991 - September 1996
Skills
Team Building, Training, Relationship Marketing, Customer Retention, Lead Generation, Marketing, Strategy, Sales, Management, Negotiation, Business Planning, Program Management, Direct Marketing, Retail, Small Business, Profit, Sales Management
Education
Babson College 1986 — 1990
Entrepreneurial Studies, Business
Morse
Samuel Binenfeld Samuel Binenfeld's Morgan Stanley Smith Barney Experience December 2011 - August 2012
Job Fraud Analyst II
Industry Financial Services
Experience
Bank of America July 2014 - Present
Bank of America November 2012 - June 2014
Morgan Stanley Smith Barney December 2011 - August 2012
Merrill Lynch September 2011 - November 2011
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, English, Research, Outlook, Strategic Planning, Microsoft Word, Financial Analysis, Corporate Finance, Financial Reporting, Strategic Financial...
Education
Auburn University, College of Business 2014 — 2016
Master of Business Administration (M.B.A.)
The Ohio State University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Bank of America July 2014 - Present
Bank of America November 2012 - June 2014
Morgan Stanley Smith Barney December 2011 - August 2012
Merrill Lynch September 2011 - November 2011
Skills
Microsoft Excel, Customer Service, Microsoft Office, PowerPoint, English, Research, Outlook, Strategic Planning, Microsoft Word, Financial Analysis, Corporate Finance, Financial Reporting, Strategic Financial...
Education
Auburn University, College of Business 2014 — 2016
Master of Business Administration (M.B.A.)
The Ohio State University 2007 — 2011
Bachelor of Arts (B.A.), Economics
Robert D Denham's Morgan Stanley Smith Barney Experience August 2007 - December 2009
Job Treasury Analyst at GE Transportation
Industry Transportation/Trucking/Railroad
Experience
GE Transportation June 2014 - Present
Morgan Stanley January 2010 - June 2014
Morgan Stanley Smith Barney August 2007 - December 2009
Skills
Financial Modeling, Valuation, Fixed Income, Investment Banking, Capital Markets, Equities, Securities, Hedge Funds, Alternative Investments, Bloomberg, Corporate Finance, Investments, Financial Analysis
Education
Arizona State University - W. P. Carey School of Business
Bachelor of Science
GE Transportation June 2014 - Present
Morgan Stanley January 2010 - June 2014
Morgan Stanley Smith Barney August 2007 - December 2009
Skills
Financial Modeling, Valuation, Fixed Income, Investment Banking, Capital Markets, Equities, Securities, Hedge Funds, Alternative Investments, Bloomberg, Corporate Finance, Investments, Financial Analysis
Education
Arizona State University - W. P. Carey School of Business
Bachelor of Science
Abbie Houser Clarke Abbie Houser Clarke's Morgan Stanley Smith Barney Experience February 2010 - May 2011
Job Manager, Human Resources Generalist Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley June 2011 - Present
Morgan Stanley Smith Barney February 2010 - May 2011
Morgan Stanley August 2007 - November 2009
Skills
Performance Management, Talent Development, PeopleSoft, Disability Management, Conflict Resolution, Talent Management, Human Resources, Payroll, Employee Benefits, Deferred Compensation, Onboarding, Management, Time Management, Training, Personnel Management, Applicant Tracking..., Employee Relations, HRIS, Policy, Succession Planning, Recruiting, Benefits Administration
Education
Auburn University 2003 — 2007
Bachelor of Science in Business Administration, Human Resources
Morgan Stanley June 2011 - Present
Morgan Stanley Smith Barney February 2010 - May 2011
Morgan Stanley August 2007 - November 2009
Skills
Performance Management, Talent Development, PeopleSoft, Disability Management, Conflict Resolution, Talent Management, Human Resources, Payroll, Employee Benefits, Deferred Compensation, Onboarding, Management, Time Management, Training, Personnel Management, Applicant Tracking..., Employee Relations, HRIS, Policy, Succession Planning, Recruiting, Benefits Administration
Education
Auburn University 2003 — 2007
Bachelor of Science in Business Administration, Human Resources
Barry C. Wheeles Barry C. Wheeles's Morgan Stanley Smith Barney Experience May 2005 - Present
Job Financial Advisor/ Rule 144 Specialist with the Aubry Wheeles Group Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2005 - Present
H&R Block Financial April 2000 - May 2005
OLDE Discount Stockbrokers May 1995 - April 2001
Education
Baker University 2008 — 2010
MBA, Business Administration
American College- Bryn Mawr PA 2002 — 2004
CFP Curiculum, CFP Curiculum
University of Missouri-Columbia, College of Business 1990 — 1995
BSBA, Finance and Banking
Morgan Stanley Smith Barney May 2005 - Present
H&R Block Financial April 2000 - May 2005
OLDE Discount Stockbrokers May 1995 - April 2001
Education
Baker University 2008 — 2010
MBA, Business Administration
American College- Bryn Mawr PA 2002 — 2004
CFP Curiculum, CFP Curiculum
University of Missouri-Columbia, College of Business 1990 — 1995
BSBA, Finance and Banking
Nicholas Antognini, MBA Nicholas Antognini, MBA's Morgan Stanley Smith Barney Experience April 2011 - April 2012
Job Small Business owner
Industry Retail
Experience
DDC-I April 2012 - April 2014
Morgan Stanley Smith Barney April 2011 - April 2012
US Navy December 2001 - October 2010
US Navy June 2007 - August 2010
US Navy September 2005 - May 2007
Skills
Strategic Planning, Team Leadership, Financial Regulation, Military Operations, Military Experience, Business Networking, Avionics, Aviation, Military, Employee Training, Commercial Aviation, MBA, Miller Heiman, Outside Sales, Cold Calling, Training & Development, Aviation Operations, Computer Science, Commercial Pilot, Military Leadership, Aviation Training, Inside Sales, DO-178B, ARINC 653, Safety Critical Software, Navy, Operational Planning, DoD, Defense, Helicopters, Security Clearance, Command, Organizational..., Aircraft, Flights, Strategy, Government Contracting, Systems Engineering, National Security, Flight Safety, Top Secret, Tactics, Analysis, Special Operations, Information Assurance, Weapons, Army, Air Force, Leadership, Program Management
Education
Arizona State University - W. P. Carey School of Business 2008 — 2010
MBA, Business Management
US Navy Flight School 2001 — 2003
Wings of Gold, Aviation
University of Missouri-Columbia 1997 — 2001
BS, Biology
ASM
ASM
DDC-I April 2012 - April 2014
Morgan Stanley Smith Barney April 2011 - April 2012
US Navy December 2001 - October 2010
US Navy June 2007 - August 2010
US Navy September 2005 - May 2007
Skills
Strategic Planning, Team Leadership, Financial Regulation, Military Operations, Military Experience, Business Networking, Avionics, Aviation, Military, Employee Training, Commercial Aviation, MBA, Miller Heiman, Outside Sales, Cold Calling, Training & Development, Aviation Operations, Computer Science, Commercial Pilot, Military Leadership, Aviation Training, Inside Sales, DO-178B, ARINC 653, Safety Critical Software, Navy, Operational Planning, DoD, Defense, Helicopters, Security Clearance, Command, Organizational..., Aircraft, Flights, Strategy, Government Contracting, Systems Engineering, National Security, Flight Safety, Top Secret, Tactics, Analysis, Special Operations, Information Assurance, Weapons, Army, Air Force, Leadership, Program Management
Education
Arizona State University - W. P. Carey School of Business 2008 — 2010
MBA, Business Management
US Navy Flight School 2001 — 2003
Wings of Gold, Aviation
University of Missouri-Columbia 1997 — 2001
BS, Biology
ASM
ASM
Catherine Del Vecchio Catherine Del Vecchio's Morgan Stanley Smith Barney Experience November 2011 - July 2012
Job Event Coordinator at Longwood Gardens
Industry Events Services
Experience
Longwood Gardens June 2014 - Present
International Center for Religion & Diplomacy August 2012 - November 2013
Morgan Stanley Smith Barney November 2011 - July 2012
International Stability Operations Association ISOA September 2010 - December 2010
Big Brothers Big Sisters of Delaware February 2007 - August 2009
Skills
International Relations, Policy Analysis, Research, Editing, Qualitative Research, Non-profits, Event Management, Program Development, Conflict Resolution, Human Rights, Organization &..., Microsoft Office, Administrative Work, Political Science, Politics, Nonprofits, Higher Education, Intercultural..., Teaching
Education
Arcadia University 2009 — 2011
M.A., International Peace & Conflict Resolution
Initiatives of Change - Caux Scholars Program 2010 — 2010
University of Delaware 2008 — 2008
Certificate, Basic Mediation Training
Boston Architectural College 2004 — 2006
Certificate, Decorative Arts
Boston University 2000 — 2004
B.A., International Relations
Longwood Gardens June 2014 - Present
International Center for Religion & Diplomacy August 2012 - November 2013
Morgan Stanley Smith Barney November 2011 - July 2012
International Stability Operations Association ISOA September 2010 - December 2010
Big Brothers Big Sisters of Delaware February 2007 - August 2009
Skills
International Relations, Policy Analysis, Research, Editing, Qualitative Research, Non-profits, Event Management, Program Development, Conflict Resolution, Human Rights, Organization &..., Microsoft Office, Administrative Work, Political Science, Politics, Nonprofits, Higher Education, Intercultural..., Teaching
Education
Arcadia University 2009 — 2011
M.A., International Peace & Conflict Resolution
Initiatives of Change - Caux Scholars Program 2010 — 2010
University of Delaware 2008 — 2008
Certificate, Basic Mediation Training
Boston Architectural College 2004 — 2006
Certificate, Decorative Arts
Boston University 2000 — 2004
B.A., International Relations
Mary Rosenquist Mary Rosenquist's Morgan Stanley Smith Barney Experience April 2011 - Present
Job Financial Services
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2011 - Present
HighTower Advisors LLC October 2008 - November 2010
Deutsche Bank Securities January 2006 - October 2008
Delano Group Securities LLC October 1999 - October 2005
Bear Stearns June 1995 - October 1999
Prudential Securities October 1989 - May 1995
Dean Witter 1985 - 1987
Skills
Hold Series 7, Series 63, Series 66, Series 9, Series 10, Series 24, Series 27
Education
College of Lake County 1976 — 2009
General
San Diego Mesa College 1982 — 1989
Augustana College 1978 — 1979
Languages, Art History
Morgan Stanley Smith Barney April 2011 - Present
HighTower Advisors LLC October 2008 - November 2010
Deutsche Bank Securities January 2006 - October 2008
Delano Group Securities LLC October 1999 - October 2005
Bear Stearns June 1995 - October 1999
Prudential Securities October 1989 - May 1995
Dean Witter 1985 - 1987
Skills
Hold Series 7, Series 63, Series 66, Series 9, Series 10, Series 24, Series 27
Education
College of Lake County 1976 — 2009
General
San Diego Mesa College 1982 — 1989
Augustana College 1978 — 1979
Languages, Art History
Robert Krawczyk Robert Krawczyk's Morgan Stanley Smith Barney Experience October 2009 - February 2011
Job Business Analyst Payments at UHaul International, Inc.
Industry Financial Services
Experience
. October 2012 - November 2014
Wells Fargo March 2011 - May 2012
Morgan Stanley Smith Barney October 2009 - February 2011
FedEx September 2004 - October 2009
Skills
Account Management, Financial Analysis, Sales, Business Development, Strategic Planning, Forecasting, Business Strategy, Project Management, Competitive Analysis, Process Improvement, New Business Development, Negotiation, Operations Management, Business Analysis, Analysis, Risk Management
Education
Arizona State University, W. P. Carey School of Business 2007 — 2009
Master of Business Administration
Arizona State University - W. P. Carey School of Business 2000 — 2004
Bachelor of Science, Management
Lane Technical High school 1996 — 2000
. October 2012 - November 2014
Wells Fargo March 2011 - May 2012
Morgan Stanley Smith Barney October 2009 - February 2011
FedEx September 2004 - October 2009
Skills
Account Management, Financial Analysis, Sales, Business Development, Strategic Planning, Forecasting, Business Strategy, Project Management, Competitive Analysis, Process Improvement, New Business Development, Negotiation, Operations Management, Business Analysis, Analysis, Risk Management
Education
Arizona State University, W. P. Carey School of Business 2007 — 2009
Master of Business Administration
Arizona State University - W. P. Carey School of Business 2000 — 2004
Bachelor of Science, Management
Lane Technical High school 1996 — 2000
Natasha Barrientos's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Innovation Programs Ambassador
Industry Financial Services
Experience
Manulife / John Hancock January 2015 - Present
Manulife / John Hancock July 2014 - December 2014
Manulife / John Hancock June 2012 - June 2014
Aerialogics January 2012 - April 2012
TitanBid December 2010 - August 2011
First American Insurance Underwriters November 2009 - April 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Business Analysis, Financial Analysis, Marketing, Microsoft Office, Analysis, Risk Management, Market Research, Entrepreneurship, Sales, Finance, Business Strategy, Financial Modeling, Capital IQ, Access, Investments, Strategy, Data Analysis, Business Intelligence
Education
Babson College 2007 — 2011
Bachelor of Science (B.Sc.), Business Administration and Management, General
Manulife / John Hancock January 2015 - Present
Manulife / John Hancock July 2014 - December 2014
Manulife / John Hancock June 2012 - June 2014
Aerialogics January 2012 - April 2012
TitanBid December 2010 - August 2011
First American Insurance Underwriters November 2009 - April 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Business Analysis, Financial Analysis, Marketing, Microsoft Office, Analysis, Risk Management, Market Research, Entrepreneurship, Sales, Finance, Business Strategy, Financial Modeling, Capital IQ, Access, Investments, Strategy, Data Analysis, Business Intelligence
Education
Babson College 2007 — 2011
Bachelor of Science (B.Sc.), Business Administration and Management, General
Irene Bratsis's Morgan Stanley Smith Barney Experience January 2009 - June 2009
Job Customer Success Manager at Zycus
Industry Computer Software
Experience
Zycus September 2015 - Present
Experian Data Quality May 2013 - August 2015
SDL plc June 2012 - May 2013
SDL plc November 2011 - June 2012
UniPoint Technologies December 2010 - July 2011
UniPoint Technologies September 2009 - November 2010
International Institute of Boston January 2010 - June 2010
Morgan Stanley Smith Barney January 2009 - June 2009
Radiation Monitoring Devices, Inc. May 2008 - November 2008
Skills
Trados, Passolo, SDLX, Client Relationship..., Client Communications, Project Finance, Project Execution, Grant Writing, Grant Research, SEO copywriting, Script Supervision, Linux, SAP, Catalyst, Microsoft Office, Outlook, Communicator, Great Plains, Ubuntu, HTML + CSS, WebEx, Conference Presentations, Portfolio Strategy, Socially Responsible..., VPN, Social Media, Sales Support, Salesforce.com, Inside Sales, Customer Acquisition, Oil Painting, Knitting, Stained Glass, International Business, Business Travel, FrameMaker, Project Management, CRM, Sales Operations, Great Plains Software, HTML, Internationalization, Globalization, Localization, Multilingual, Website Localization, Training, Translation
Education
Simmons College 2006 — 2010
BA, Economics, International Relations
Arcadia University 2007 — 2007
Study Abroad Greece, International Business, Economics
Waltham High
Zycus September 2015 - Present
Experian Data Quality May 2013 - August 2015
SDL plc June 2012 - May 2013
SDL plc November 2011 - June 2012
UniPoint Technologies December 2010 - July 2011
UniPoint Technologies September 2009 - November 2010
International Institute of Boston January 2010 - June 2010
Morgan Stanley Smith Barney January 2009 - June 2009
Radiation Monitoring Devices, Inc. May 2008 - November 2008
Skills
Trados, Passolo, SDLX, Client Relationship..., Client Communications, Project Finance, Project Execution, Grant Writing, Grant Research, SEO copywriting, Script Supervision, Linux, SAP, Catalyst, Microsoft Office, Outlook, Communicator, Great Plains, Ubuntu, HTML + CSS, WebEx, Conference Presentations, Portfolio Strategy, Socially Responsible..., VPN, Social Media, Sales Support, Salesforce.com, Inside Sales, Customer Acquisition, Oil Painting, Knitting, Stained Glass, International Business, Business Travel, FrameMaker, Project Management, CRM, Sales Operations, Great Plains Software, HTML, Internationalization, Globalization, Localization, Multilingual, Website Localization, Training, Translation
Education
Simmons College 2006 — 2010
BA, Economics, International Relations
Arcadia University 2007 — 2007
Study Abroad Greece, International Business, Economics
Waltham High
Stephanie Dominguez Stephanie Dominguez's Morgan Stanley Smith Barney Experience May 2011 - November 2011
Job Branch Manager at Wells Fargo
Industry Marketing and Advertising
Experience
Wells Fargo November 2011 - Present
Morgan Stanley Smith Barney May 2011 - November 2011
Student Government Association August 2010 - May 2011
Bryan Clay Foundation April 2010 - August 2010
Nordstrom August 2008 - August 2009
Macy's October 2006 - June 2007
Skills
Marketing, Facebook, Sales, Management, Customer Service, Advertising, Event Planning, Event Management, Social Networking, Leadership, PowerPoint, Nonprofits, Public Relations, Business Development, Strategic Planning, Customer Satisfaction, Recruiting, Budgets, Time Management, Team Building
Education
Azusa Pacific University 2007 — 2011
Bachelor of Arts (B.A.), International Business
Wells Fargo November 2011 - Present
Morgan Stanley Smith Barney May 2011 - November 2011
Student Government Association August 2010 - May 2011
Bryan Clay Foundation April 2010 - August 2010
Nordstrom August 2008 - August 2009
Macy's October 2006 - June 2007
Skills
Marketing, Facebook, Sales, Management, Customer Service, Advertising, Event Planning, Event Management, Social Networking, Leadership, PowerPoint, Nonprofits, Public Relations, Business Development, Strategic Planning, Customer Satisfaction, Recruiting, Budgets, Time Management, Team Building
Education
Azusa Pacific University 2007 — 2011
Bachelor of Arts (B.A.), International Business
William A. Allen, CIMA® William A. Allen, CIMA®'s Morgan Stanley Smith Barney Experience November 2003 - January 2011
Job Vice President Investment Officer at Cary Street Partners
Industry Financial Services
Experience
Cary Street Partners May 2015 - Present
Ancora Wealth Management LLC January 2011 - April 2015
Morgan Stanley Smith Barney November 2003 - January 2011
Carolinas Investment Consulting January 2001 - November 2003
Skills
Investment Management, Contrarian Strategies, Fundamental and..., Series 7, Asset Allocation, Wealth Management, Investment Strategies, Asset Managment, Investment Advisory, Investments, Alternative Investments, Series 63, Mutual Funds, Fixed Income, Retirement Planning, Securities, Portfolio Management, Equities, IRAs, Asset Management, Retirement, Financial Advisory, 401k, Wealth Management..., Estate Planning, ETFs, Wealth, Bonds, FINRA, High Net Worth..., Strategic Financial..., Financial Services
Education
Appalachian State University 1999 — 2000
MBA, Business
Appalachian State University 1994 — 1995
BA, English, History
University of Colorado Boulder 1991 — 1994
N/A
Charlotte Latin School 1979 — 1991
Cary Street Partners May 2015 - Present
Ancora Wealth Management LLC January 2011 - April 2015
Morgan Stanley Smith Barney November 2003 - January 2011
Carolinas Investment Consulting January 2001 - November 2003
Skills
Investment Management, Contrarian Strategies, Fundamental and..., Series 7, Asset Allocation, Wealth Management, Investment Strategies, Asset Managment, Investment Advisory, Investments, Alternative Investments, Series 63, Mutual Funds, Fixed Income, Retirement Planning, Securities, Portfolio Management, Equities, IRAs, Asset Management, Retirement, Financial Advisory, 401k, Wealth Management..., Estate Planning, ETFs, Wealth, Bonds, FINRA, High Net Worth..., Strategic Financial..., Financial Services
Education
Appalachian State University 1999 — 2000
MBA, Business
Appalachian State University 1994 — 1995
BA, English, History
University of Colorado Boulder 1991 — 1994
N/A
Charlotte Latin School 1979 — 1991
Lauren Betts, MBA's Morgan Stanley Smith Barney Experience 2004 - 2007
Job Finance Manager at Premier Auto
Industry Automotive
Experience
C&L Insurance Solutions, LLC August 2015 - Present
Premier Auto July 2015 - Present
American Advisors Group September 2013 - March 2015
Ethos Capital Group August 2009 - January 2015
Families Inc. Counseling Services January 2007 - May 2009
Morgan Stanley Smith Barney 2004 - 2007
Skills
Leadership, Human Resources, Microsoft Excel, Series 7, Employee Benefits, Series 63, Strategic Planning, Budgets, Microsoft Office, Customer Service, PowerPoint, Sales, Training, Team Building, Process Improvement, Finance, Credit, Mortgage Banking
Education
Arkansas State University 2004 — 2007
MBA, Corporate Finance
Trevecca Nazarene University 2001 — 2004
BBA, Business Management
C&L Insurance Solutions, LLC August 2015 - Present
Premier Auto July 2015 - Present
American Advisors Group September 2013 - March 2015
Ethos Capital Group August 2009 - January 2015
Families Inc. Counseling Services January 2007 - May 2009
Morgan Stanley Smith Barney 2004 - 2007
Skills
Leadership, Human Resources, Microsoft Excel, Series 7, Employee Benefits, Series 63, Strategic Planning, Budgets, Microsoft Office, Customer Service, PowerPoint, Sales, Training, Team Building, Process Improvement, Finance, Credit, Mortgage Banking
Education
Arkansas State University 2004 — 2007
MBA, Corporate Finance
Trevecca Nazarene University 2001 — 2004
BBA, Business Management
Ricardo Gomez-Acebo Botin's Morgan Stanley Smith Barney Experience May 2012 - June 2015
Job Venture Capital and Hedge Fund Manager
Industry Financial Services
Experience
ClearWater Capital June 2015 - Present
Longrass Venture Capital Fund June 2015 - Present
Morgan Stanley Smith Barney May 2012 - June 2015
Needham & Company May 2011 - August 2011
Sovereign Bank May 2010 - July 2010
Skills
Entrepreneurship, Microsoft Excel, Investment Banking, Financial Analysis, Venture Capital, Investments, Research, Fixed Income, Financial Modeling, Market Research, Business Strategy, Corporate Finance, Microsoft Office, Spanish
Education
Babson College 2009 — 2012
Bachelor of Business Administration (B.B.A.), Economics
American School of Madrid 2006 — 2008
International Baccalaureate
Colegio Retamar 1995 — 2005
ClearWater Capital June 2015 - Present
Longrass Venture Capital Fund June 2015 - Present
Morgan Stanley Smith Barney May 2012 - June 2015
Needham & Company May 2011 - August 2011
Sovereign Bank May 2010 - July 2010
Skills
Entrepreneurship, Microsoft Excel, Investment Banking, Financial Analysis, Venture Capital, Investments, Research, Fixed Income, Financial Modeling, Market Research, Business Strategy, Corporate Finance, Microsoft Office, Spanish
Education
Babson College 2009 — 2012
Bachelor of Business Administration (B.B.A.), Economics
American School of Madrid 2006 — 2008
International Baccalaureate
Colegio Retamar 1995 — 2005
Collin Crist's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Energy Finance MBA Candidate, Class of 2017
Industry Higher Education
Experience
Western Alliance Bancorporation June 2013 - June 2015
W.P. Carey School of Business August 2012 - December 2012
Morgan Stanley Smith Barney June 2012 - August 2012
Kenai Drilling Limited, Inc. August 2009 - June 2011
Skills
Proficient in Spanish..., Experienced in Social..., Promotions, Investments, Research, Accounting, Financial Analysis, Stocks, Liquidity Management, Management, Leadership, Teamwork, Finance, Analysis, Economics, Entrepreneurship, Access, Mergers & Acquisitions, Spanish, Securities, Corporate Finance, PowerPoint, Microsoft Office, Microsoft Excel
Education
Southern Methodist University - Cox School of Business 2015 — 2017
Master of Business Administration (MBA), Energy Finance
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Science (B.S.), Business Management, International Business Certificate
Universitat Autònoma de Barcelona 2012 — 2012
International Studies, Business Management
Western Alliance Bancorporation June 2013 - June 2015
W.P. Carey School of Business August 2012 - December 2012
Morgan Stanley Smith Barney June 2012 - August 2012
Kenai Drilling Limited, Inc. August 2009 - June 2011
Skills
Proficient in Spanish..., Experienced in Social..., Promotions, Investments, Research, Accounting, Financial Analysis, Stocks, Liquidity Management, Management, Leadership, Teamwork, Finance, Analysis, Economics, Entrepreneurship, Access, Mergers & Acquisitions, Spanish, Securities, Corporate Finance, PowerPoint, Microsoft Office, Microsoft Excel
Education
Southern Methodist University - Cox School of Business 2015 — 2017
Master of Business Administration (MBA), Energy Finance
Arizona State University, W. P. Carey School of Business 2009 — 2013
Bachelor of Science (B.S.), Business Management, International Business Certificate
Universitat Autònoma de Barcelona 2012 — 2012
International Studies, Business Management
Daniel Goeman Daniel Goeman's Morgan Stanley Smith Barney Experience August 1999 - Present
Job Senior Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 1999 - Present
Mesirow Financial November 1993 - August 1999
Arthur Andersen & Co. August 1991 - November 1993
Education
The University of South Dakota School of Law 1988 — 1991
Juris Doctorate
Augustana College (SD) 1983 — 1987
BA, Economics & Business Adminstration
Morgan Stanley Smith Barney August 1999 - Present
Mesirow Financial November 1993 - August 1999
Arthur Andersen & Co. August 1991 - November 1993
Education
The University of South Dakota School of Law 1988 — 1991
Juris Doctorate
Augustana College (SD) 1983 — 1987
BA, Economics & Business Adminstration
Kiyan Parsa Kiyan Parsa's Morgan Stanley Smith Barney Experience January 2011 - April 2011
Job UX Designer
Industry Design
Experience
Waypoint Homes December 2012 - April 2014
Riverdeep Immersion Subject English October 2011 - August 2012
Morgan Stanley Smith Barney January 2011 - April 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Mac OS X, Organized Multi-tasker, Entrepreneurship, Teamwork, Open Minded, Social Media, Customer Service, Highly Organized &..., Data Analysis, Construction, Facebook, Event Planning, Accounting, OS X, Training, Maintenance & Repair, Sales, Management, Marketing
Education
UC Davis 2007 — 2011
B.S., Managerial Economcis
Art Center College of Design 2014 — 2014
Interaction Design
University of California, San Diego (Coursera Inc., 2014)
Human Computer Interaction
California High School 2007 — 2011
High School
Waypoint Homes December 2012 - April 2014
Riverdeep Immersion Subject English October 2011 - August 2012
Morgan Stanley Smith Barney January 2011 - April 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Mac OS X, Organized Multi-tasker, Entrepreneurship, Teamwork, Open Minded, Social Media, Customer Service, Highly Organized &..., Data Analysis, Construction, Facebook, Event Planning, Accounting, OS X, Training, Maintenance & Repair, Sales, Management, Marketing
Education
UC Davis 2007 — 2011
B.S., Managerial Economcis
Art Center College of Design 2014 — 2014
Interaction Design
University of California, San Diego (Coursera Inc., 2014)
Human Computer Interaction
California High School 2007 — 2011
High School
Josh Pelham Josh Pelham's Morgan Stanley Smith Barney Experience May 2010 - October 2011
Job Recruiter at Apigee
Industry Computer Software
Experience
Apigee May 2015 - Present
Storm8 December 2013 - April 2015
Honeybadgr July 2014 - November 2014
AppDynamics August 2013 - November 2013
Google June 2012 - May 2013
Morgan Stanley Smith Barney May 2010 - October 2011
TruFund Mortgage May 2007 - April 2010
Freestand Financial June 2003 - May 2007
Skills
Internet Recruiting, Social Media Marketing, Applicant Tracking..., Real Estate, Customer Relations, Retirement Planning, MetaTrader, Sales, Organizational..., Series 7, Series 66, Technical Recruiting, Recruiting, Talent Acquisition, Sourcing, Cold Calling, Business Development, Leadership, Interviews, Temporary Staffing, Training, Contract Recruitment, Selling, Resume Writing, Salesforce.com, Human Resources, Management, Networking, Finance, Table Tennis, Search
Education
Arizona State University
Estrella Mountain Community College
Associate of Arts (AA), Organizational Management
Apigee May 2015 - Present
Storm8 December 2013 - April 2015
Honeybadgr July 2014 - November 2014
AppDynamics August 2013 - November 2013
Google June 2012 - May 2013
Morgan Stanley Smith Barney May 2010 - October 2011
TruFund Mortgage May 2007 - April 2010
Freestand Financial June 2003 - May 2007
Skills
Internet Recruiting, Social Media Marketing, Applicant Tracking..., Real Estate, Customer Relations, Retirement Planning, MetaTrader, Sales, Organizational..., Series 7, Series 66, Technical Recruiting, Recruiting, Talent Acquisition, Sourcing, Cold Calling, Business Development, Leadership, Interviews, Temporary Staffing, Training, Contract Recruitment, Selling, Resume Writing, Salesforce.com, Human Resources, Management, Networking, Finance, Table Tennis, Search
Education
Arizona State University
Estrella Mountain Community College
Associate of Arts (AA), Organizational Management
John Routhier's Morgan Stanley Smith Barney Experience July 2010 - July 2011
Job Financial Solutions Advisor
Industry Financial Services
Experience
Merrill Lynch April 2015 - Present
Wells Fargo July 2011 - April 2015
Morgan Stanley Smith Barney July 2010 - July 2011
Edward Jones October 2009 - July 2010
Fidelity Investments July 2008 - October 2009
Skills
Portfolio Management, Mutual Funds, Series 7, Investment Strategies, Investments, CRM, 401k, Sales, Networking, Retirement Planning, Series 66, CMFC Designation, Financial Advisory
Education
Assumption College 2004 — 2008
Bachelor's degree
The Winchendon School 2003 — 2004
Malden Catholic High School 1999 — 2003
Merrill Lynch April 2015 - Present
Wells Fargo July 2011 - April 2015
Morgan Stanley Smith Barney July 2010 - July 2011
Edward Jones October 2009 - July 2010
Fidelity Investments July 2008 - October 2009
Skills
Portfolio Management, Mutual Funds, Series 7, Investment Strategies, Investments, CRM, 401k, Sales, Networking, Retirement Planning, Series 66, CMFC Designation, Financial Advisory
Education
Assumption College 2004 — 2008
Bachelor's degree
The Winchendon School 2003 — 2004
Malden Catholic High School 1999 — 2003
Dennis Schmidt Dennis Schmidt's Morgan Stanley Smith Barney Experience January 1989 - July 2002
Job Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors July 2002 - Present
Morgan Stanley Smith Barney January 1989 - July 2002
Drexel Burnham Lambert June 1977 - January 1989
Skills
Asset Allocation, Mutual Funds, Investments, Investment Strategies, Securities, Equities, Strategic Financial..., Fixed Income, Retirement, Asset Management, Financial Advisory, Uniform Combined State..., Bonds, Investment Management, Wealth Management..., Fixed Annuities, Financial Modeling, Hedge Funds, Capital Markets, 401k
Education
Babson College - Franklin W. Olin Graduate School of Business 1976 — 1977
Master of Business Administration (MBA), Economics & Finance
Lycoming College 1972 — 1976
Bachelor of Arts (BA), Economics
Wells Fargo Advisors July 2002 - Present
Morgan Stanley Smith Barney January 1989 - July 2002
Drexel Burnham Lambert June 1977 - January 1989
Skills
Asset Allocation, Mutual Funds, Investments, Investment Strategies, Securities, Equities, Strategic Financial..., Fixed Income, Retirement, Asset Management, Financial Advisory, Uniform Combined State..., Bonds, Investment Management, Wealth Management..., Fixed Annuities, Financial Modeling, Hedge Funds, Capital Markets, 401k
Education
Babson College - Franklin W. Olin Graduate School of Business 1976 — 1977
Master of Business Administration (MBA), Economics & Finance
Lycoming College 1972 — 1976
Bachelor of Arts (BA), Economics
Adam Cowie's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Lead Development Representative at SundaySky
Industry Marketing and Advertising
Experience
SundaySky March 2014 - Present
CareDox December 2013 - February 2014
ePrize February 2013 - November 2013
TABAPP 2011 - January 2013
Colliers International May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Entrepreneurship, Market Analysis, Business Management, Market Research, Financial Analysis, Hospitality, Web Design, New Business Development, CRM, Mobile CRM, Mobile Marketing, Mobile Applications, Mobile Product..., Social Networking, Sales, Start-ups, E-commerce, Mobile Devices, Social Media Marketing, Marketing, Social Media, Leadership
Education
Babson College 2007 — 2011
Bachelor of Science in Business Management, Entrepreneurship
The Benjamin School
Tilton School
SundaySky March 2014 - Present
CareDox December 2013 - February 2014
ePrize February 2013 - November 2013
TABAPP 2011 - January 2013
Colliers International May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Entrepreneurship, Market Analysis, Business Management, Market Research, Financial Analysis, Hospitality, Web Design, New Business Development, CRM, Mobile CRM, Mobile Marketing, Mobile Applications, Mobile Product..., Social Networking, Sales, Start-ups, E-commerce, Mobile Devices, Social Media Marketing, Marketing, Social Media, Leadership
Education
Babson College 2007 — 2011
Bachelor of Science in Business Management, Entrepreneurship
The Benjamin School
Tilton School
Nancy Ambrose Nancy Ambrose's Morgan Stanley Smith Barney Experience August 2008 - December 2009
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2013 - Present
Raymond James December 2011 - June 2013
Fifth Avenue Advisors LLC October 2011 - December 2011
Nature's Select January 2011 - August 2011
Concert Wealth Management, Inc. December 2009 - August 2010
Morgan Stanley Smith Barney August 2008 - December 2009
Wachovia Securities September 2006 - August 2008
Nature's Select August 2003 - August 2006
Education
Arizona State University 2002 — 2006
Bachelor of Science, Business Administration
Wells Fargo Advisors, LLC August 2013 - Present
Raymond James December 2011 - June 2013
Fifth Avenue Advisors LLC October 2011 - December 2011
Nature's Select January 2011 - August 2011
Concert Wealth Management, Inc. December 2009 - August 2010
Morgan Stanley Smith Barney August 2008 - December 2009
Wachovia Securities September 2006 - August 2008
Nature's Select August 2003 - August 2006
Education
Arizona State University 2002 — 2006
Bachelor of Science, Business Administration
Steve Furst Steve Furst's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Regional Manager at Campus Crest
Industry Real Estate
Experience
Campus Crest November 2014 - Present
Campus Crest January 2014 - November 2014
Campus Crest December 2013 - January 2014
Campus Crest August 2012 - December 2013
Campus Crest November 2011 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Budgets, Team Leadership, Leadership, Customer Service, Financial Analysis, Investments, Microsoft Excel, Team Building, Building High..., Capital Markets, Portfolio Management, Sales Process, Financial Modeling, Microsoft Office, Rental Real Estate, Real Estate, Employee Training, Marketing, Sales, Project Management, Management, Analysis, PowerPoint, Time Management, Accounting
Education
Central Washington University 2007 — 2011
Bachelors, Economics
Arizona State University 2005 — 2006
Campus Crest November 2014 - Present
Campus Crest January 2014 - November 2014
Campus Crest December 2013 - January 2014
Campus Crest August 2012 - December 2013
Campus Crest November 2011 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Budgets, Team Leadership, Leadership, Customer Service, Financial Analysis, Investments, Microsoft Excel, Team Building, Building High..., Capital Markets, Portfolio Management, Sales Process, Financial Modeling, Microsoft Office, Rental Real Estate, Real Estate, Employee Training, Marketing, Sales, Project Management, Management, Analysis, PowerPoint, Time Management, Accounting
Education
Central Washington University 2007 — 2011
Bachelors, Economics
Arizona State University 2005 — 2006
Teresa Finney AIF®'s Morgan Stanley Smith Barney Experience March 1982 - February 2011
Job Senior Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James February 2011 - Present
Morgan Stanley Smith Barney March 1982 - February 2011
Skills
Investment Advisory, Securities, Wealth Management, Financial Advisory, Portfolio Management, Investment Strategies, Strategic Financial..., Retirement Planning, Wealth Management..., Alternative Investments, Strategy, Insurance, Investments, Strategic Planning, Finance, Mergers & Acquisitions, IRAs, Wealth, Mutual Funds, ETFs, Retirement, Financial Planners, Management
Education
Babson College
University of Houston
Raymond James February 2011 - Present
Morgan Stanley Smith Barney March 1982 - February 2011
Skills
Investment Advisory, Securities, Wealth Management, Financial Advisory, Portfolio Management, Investment Strategies, Strategic Financial..., Retirement Planning, Wealth Management..., Alternative Investments, Strategy, Insurance, Investments, Strategic Planning, Finance, Mergers & Acquisitions, IRAs, Wealth, Mutual Funds, ETFs, Retirement, Financial Planners, Management
Education
Babson College
University of Houston
Susan Crist Susan Crist's Morgan Stanley Smith Barney Experience December 2007 - May 2014
Job Registered Sales Associate @ Raymond James
Industry Financial Services
Experience
Raymond James June 2014 - Present
Morgan Stanley Smith Barney December 2007 - May 2014
Merrill Lynch May 1997 - December 2007
Education
Arcadia University 2010 — 2011
Raymond James June 2014 - Present
Morgan Stanley Smith Barney December 2007 - May 2014
Merrill Lynch May 1997 - December 2007
Education
Arcadia University 2010 — 2011
Kelly Brush's Morgan Stanley Smith Barney Experience January 1997 - December 1997
Job Manager, Consultant Relations and Institutional Sales at SKBA Capital Management, LLC.
Industry Investment Management
Experience
SKBA CAPITAL MANAGEMENT, LLC. April 2011 - Present
RCM CAPITAL MANAGEMENT, LLC April 2003 - April 2011
RCM CAPITAL MANAGEMENT, LLC August 2002 - April 2003
ARTHUR ANDERSEN, LLP November 2000 - May 2002
THE CIT GROUP, INC March 1998 - June 2000
MORGAN STANLEY SMITH BARNEY January 1997 - December 1997
Education
Arizona State University
Bachelor of Science, Finance
SKBA CAPITAL MANAGEMENT, LLC. April 2011 - Present
RCM CAPITAL MANAGEMENT, LLC April 2003 - April 2011
RCM CAPITAL MANAGEMENT, LLC August 2002 - April 2003
ARTHUR ANDERSEN, LLP November 2000 - May 2002
THE CIT GROUP, INC March 1998 - June 2000
MORGAN STANLEY SMITH BARNEY January 1997 - December 1997
Education
Arizona State University
Bachelor of Science, Finance
Barbara Ellis's Morgan Stanley Smith Barney Experience December 2006 - November 2008
Job Investment Product Specialist, CFP at JPMorgan Securities, LLC Chase
Industry Financial Services
Experience
JPMorgan Chase August 2012 - Present
Rotary International 1992 - Present
Chase Investments Services Corporation November 2008 - August 2012
Morgan Stanley Smith Barney December 2006 - November 2008
Service Bureau Corp 1978 - 1983
Skills
Strategic Planning, Leadership, Management, Team Building, Public Speaking, Investments, Marketing, Program Management, Marketing Strategy, Leadership Development, Fundraising, Customer Service, Contract Negotiation, Finance, Sales, Event Management, Marketing Communications, Social Media, Social Media Marketing
Education
Ball State University 1973 — 1974
Master of Arts (M.A.), Mathematics and Statistics
Ball State University 1970 — 1973
Bachelor of Arts (B.A.), Math, Spanish
JPMorgan Chase August 2012 - Present
Rotary International 1992 - Present
Chase Investments Services Corporation November 2008 - August 2012
Morgan Stanley Smith Barney December 2006 - November 2008
Service Bureau Corp 1978 - 1983
Skills
Strategic Planning, Leadership, Management, Team Building, Public Speaking, Investments, Marketing, Program Management, Marketing Strategy, Leadership Development, Fundraising, Customer Service, Contract Negotiation, Finance, Sales, Event Management, Marketing Communications, Social Media, Social Media Marketing
Education
Ball State University 1973 — 1974
Master of Arts (M.A.), Mathematics and Statistics
Ball State University 1970 — 1973
Bachelor of Arts (B.A.), Math, Spanish
Lauren Whatley Lauren Whatley's Morgan Stanley Smith Barney Experience August 2008 - March 2011
Job Internal Territory Sales Rep North Central at Nike
Industry Sports
Experience
Nike November 2012 - Present
Nike March 2011 - November 2012
Morgan Stanley Smith Barney August 2008 - March 2011
Skills
Event Planning, Sales, Outlook, Event Management, Customer Service, Microsoft Excel, Asset Allocation, Account Management, Marketing, PowerPoint, Social Media Marketing, Retail, Sales Operations, Leadership, Forecasting
Education
Arizona State University - W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Finance with a Minor in Psychology
Nike November 2012 - Present
Nike March 2011 - November 2012
Morgan Stanley Smith Barney August 2008 - March 2011
Skills
Event Planning, Sales, Outlook, Event Management, Customer Service, Microsoft Excel, Asset Allocation, Account Management, Marketing, PowerPoint, Social Media Marketing, Retail, Sales Operations, Leadership, Forecasting
Education
Arizona State University - W. P. Carey School of Business 2006 — 2010
Bachelor of Science, Finance with a Minor in Psychology
Candice Sagehorn Candice Sagehorn's Morgan Stanley Smith Barney Experience January 2010 - March 2011
Job
Industry Financial Services
Experience
Schwab Advisor Services March 2011 - Present
Morgan Stanley Smith Barney January 2010 - March 2011
Morgan Stanley Smith Barney July 2003 - January 2010
UBS PaineWebber Inc. November 2002 - June 2003
UBS PaineWebber Inc. January 2001 - November 2002
UBS PaineWebber Inc. December 1998 - January 2001
UBS PaineWebber Inc. May 1997 - December 1998
Waterhouse Securities 1994 - 1995
Education
Azusa Pacific University 2002 — 2004
B.A.
Schwab Advisor Services March 2011 - Present
Morgan Stanley Smith Barney January 2010 - March 2011
Morgan Stanley Smith Barney July 2003 - January 2010
UBS PaineWebber Inc. November 2002 - June 2003
UBS PaineWebber Inc. January 2001 - November 2002
UBS PaineWebber Inc. December 1998 - January 2001
UBS PaineWebber Inc. May 1997 - December 1998
Waterhouse Securities 1994 - 1995
Education
Azusa Pacific University 2002 — 2004
B.A.
Alvaro Lantigua Alvaro Lantigua's Morgan Stanley Smith Barney Experience June 2007 - July 2010
Job Senior Manager at AXA Equitable
Industry Financial Services
Experience
AXA Equitable October 2012 - Present
AXA Equitable October 2011 - October 2012
AXA Equitable July 2010 - October 2011
Morgan Stanley Smith Barney June 2007 - July 2010
Skills
Financial Analysis, Competitive Analysis, Asset Allocation, Market Research, Product Management, Financial Markets, Financial Services, Series 7, Bloomberg, Financial Modeling, Business Strategy
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
Masters in Business Administration, Management
Babson College 2003 — 2007
BS, Finance & Economics
AXA Equitable October 2012 - Present
AXA Equitable October 2011 - October 2012
AXA Equitable July 2010 - October 2011
Morgan Stanley Smith Barney June 2007 - July 2010
Skills
Financial Analysis, Competitive Analysis, Asset Allocation, Market Research, Product Management, Financial Markets, Financial Services, Series 7, Bloomberg, Financial Modeling, Business Strategy
Education
Fordham University - Graduate School of Business Administration 2010 — 2012
Masters in Business Administration, Management
Babson College 2003 — 2007
BS, Finance & Economics
Bill Rowe Bill Rowe's Morgan Stanley Smith Barney Experience June 2004 - October 2012
Job entrepreneur
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2004 - October 2012
Dudley Supplies (retail store) January 2002 - May 2004
Skills
Retirement, Investments, Investment Strategies, 401k, Wealth Management, Entrepreneurship
Education
Auburn University 2002 — 2004
MBA, Finance
Auburn University 1997 — 2001
Business, Marketing and Finance
Morgan Stanley Smith Barney June 2004 - October 2012
Dudley Supplies (retail store) January 2002 - May 2004
Skills
Retirement, Investments, Investment Strategies, 401k, Wealth Management, Entrepreneurship
Education
Auburn University 2002 — 2004
MBA, Finance
Auburn University 1997 — 2001
Business, Marketing and Finance
Sarah Levine's Morgan Stanley Smith Barney Experience March 2010 - April 2013
Job Executive Admin to CEO at Chaotic Moon Studios
Industry Computer Software
Experience
Chaotic Moon Studios April 2013 - Present
Morgan Stanley Smith Barney March 2010 - April 2013
Morgan Stanley Smith Barney September 2008 - March 2010
The University of Texas Club January 2007 - March 2008
Skills
Recruiting, Management, Human Resources, Budgets, Outlook, Event Management, Process Improvement, Microsoft Word, Social Networking
Education
The University of Texas at Austin 2005 — 2008
BA, Psychology, Business
Arizona State University 2004 — 2005
Business/Corporate Communications
Chaotic Moon Studios April 2013 - Present
Morgan Stanley Smith Barney March 2010 - April 2013
Morgan Stanley Smith Barney September 2008 - March 2010
The University of Texas Club January 2007 - March 2008
Skills
Recruiting, Management, Human Resources, Budgets, Outlook, Event Management, Process Improvement, Microsoft Word, Social Networking
Education
The University of Texas at Austin 2005 — 2008
BA, Psychology, Business
Arizona State University 2004 — 2005
Business/Corporate Communications
Aleksandr Bondar's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job Tech Sales Manager at AnheuserBusch InBev
Industry Consumer Goods
Experience
Anheuser-Busch InBev January 2015 - Present
Anheuser-Busch InBev May 2013 - December 2014
Anheuser-Busch InBev November 2011 - May 2013
Anheuser-Busch InBev July 2011 - November 2011
Xerox Corporation May 2010 - August 2010
Liberty Mutual May 2009 - January 2010
Liberty Seguros September 2009 - December 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Microsoft Office, NetSuite, Minitab, Capital IQ, IBISWorld, Sales Management, Analysis, Business Planning, Sales, Marketing, Marketing Strategy, Management, Microsoft Excel, Leadership
Education
Babson College 2007 — 2011
BA, Business Management
ESADE Business & Law School 2009 — 2009
BA, Business Management
Anheuser-Busch InBev January 2015 - Present
Anheuser-Busch InBev May 2013 - December 2014
Anheuser-Busch InBev November 2011 - May 2013
Anheuser-Busch InBev July 2011 - November 2011
Xerox Corporation May 2010 - August 2010
Liberty Mutual May 2009 - January 2010
Liberty Seguros September 2009 - December 2009
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Microsoft Office, NetSuite, Minitab, Capital IQ, IBISWorld, Sales Management, Analysis, Business Planning, Sales, Marketing, Marketing Strategy, Management, Microsoft Excel, Leadership
Education
Babson College 2007 — 2011
BA, Business Management
ESADE Business & Law School 2009 — 2009
BA, Business Management
Ben Hamid-Khani Ben Hamid-Khani's Morgan Stanley Smith Barney Experience September 2001 - December 2006
Job Financial Advisor | MBA Candidate, SMU Cox School of Business
Industry Financial Services
Experience
AXA Advisors July 2014 - August 2015
AXA Advisors October 2012 - August 2015
Uplift Education October 2010 - October 2011
J.P. Morgan July 2007 - August 2010
Goldman Sachs December 2006 - February 2007
Morgan Stanley Smith Barney September 2001 - December 2006
Skills
Investments, Analysis, Securities, Finance, Strategic Financial..., Wealth Management, Business Development, Asset Allocation, Insurance, Relationship Management, Financial Advisory, Small Business, Financial Modeling, Financial Analysis, Banking, Risk Management, Mutual Funds, Financial Planning
Education
Southern Methodist University 2015 — 2017
Master of Business Administration (M.B.A.), Investments and Securities; Marketing
Austin College 2003 — 2007
Bachelor of Arts, Summa cum Laude, Economics, Business Administration
AXA Advisors July 2014 - August 2015
AXA Advisors October 2012 - August 2015
Uplift Education October 2010 - October 2011
J.P. Morgan July 2007 - August 2010
Goldman Sachs December 2006 - February 2007
Morgan Stanley Smith Barney September 2001 - December 2006
Skills
Investments, Analysis, Securities, Finance, Strategic Financial..., Wealth Management, Business Development, Asset Allocation, Insurance, Relationship Management, Financial Advisory, Small Business, Financial Modeling, Financial Analysis, Banking, Risk Management, Mutual Funds, Financial Planning
Education
Southern Methodist University 2015 — 2017
Master of Business Administration (M.B.A.), Investments and Securities; Marketing
Austin College 2003 — 2007
Bachelor of Arts, Summa cum Laude, Economics, Business Administration
Greg Chalas's Morgan Stanley Smith Barney Experience May 2008 - August 2008
Job Regional Sales Representative at Eaton Vance
Industry Financial Services
Experience
Eaton Vance December 2014 - Present
Eaton Vance February 2012 - November 2014
Sun Life Financial Distributors March 2010 - February 2012
Fidelity Investments November 2009 - March 2010
Morgan Stanley Smith Barney May 2008 - August 2008
The GolfZone May 2007 - August 2007
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2016
Master of Business Administration (MBA), Entrepreneurship and Investments
Stetson University 2005 — 2009
BA, Finance
Eaton Vance December 2014 - Present
Eaton Vance February 2012 - November 2014
Sun Life Financial Distributors March 2010 - February 2012
Fidelity Investments November 2009 - March 2010
Morgan Stanley Smith Barney May 2008 - August 2008
The GolfZone May 2007 - August 2007
Education
Babson College - Franklin W. Olin Graduate School of Business 2013 — 2016
Master of Business Administration (MBA), Entrepreneurship and Investments
Stetson University 2005 — 2009
BA, Finance
Timothy Swiat's Morgan Stanley Smith Barney Experience April 2005 - August 2011
Job Executive Director, Regional Risk Officer
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2011 - Present
Morgan Stanley Smith Barney April 2005 - August 2011
Genworth Financial Planning Group September 2001 - April 2005
Web Street Securities March 2000 - September 2001
Prudential Financial May 1999 - January 2000
Augustana College 1995 - 1999
Skills
Insurance, Accident, FINRA, Financial Services, Licensing, Futures, Options Strategies, Auditing, Compliance, Series 7, Series 24, Public Speaking, Business Strategy, Operations Management, Risk Management, Leadership Development, Change Management, Project Management, Alternative Investments, Investment Advisory, Internal Controls, Securities, Series 63, Series 65
Education
Lake Forest Graduate School of Management 2009 — 2011
MBA, General Management
Augustana College 1995 — 1999
Bachelor of Science, Business Administration: Finance and Marketing
Carmel Catholic High School 1992 — 1995
Morgan Stanley Wealth Management August 2011 - Present
Morgan Stanley Smith Barney April 2005 - August 2011
Genworth Financial Planning Group September 2001 - April 2005
Web Street Securities March 2000 - September 2001
Prudential Financial May 1999 - January 2000
Augustana College 1995 - 1999
Skills
Insurance, Accident, FINRA, Financial Services, Licensing, Futures, Options Strategies, Auditing, Compliance, Series 7, Series 24, Public Speaking, Business Strategy, Operations Management, Risk Management, Leadership Development, Change Management, Project Management, Alternative Investments, Investment Advisory, Internal Controls, Securities, Series 63, Series 65
Education
Lake Forest Graduate School of Management 2009 — 2011
MBA, General Management
Augustana College 1995 — 1999
Bachelor of Science, Business Administration: Finance and Marketing
Carmel Catholic High School 1992 — 1995
Gregg Vann, EA's Morgan Stanley Smith Barney Experience 2009 - 2011
Job Financial Advisor at James T. Borello & Co.
Industry Investment Management
Experience
James T. Borello & Co. 2011 - Present
Morgan Stanley Smith Barney 2009 - 2011
Sungard Investment Systems 1997 - 2008
First Chicago Corp 1992 - 1997
ITT Capital Finance 1989 - 1992
Skills
Financial Modeling, Fixed Income, Asset Managment, Equities, Tax-advantaged..., Special Needs Trusts, Special Needs Tax..., Special Needs Financial..., Special Needs Estate..., Investments, Alternative Investments, Finance, Portfolio Management, Capital Markets, Commodity, Derivatives, Strategy, Valuation, Mergers & Acquisitions, Corporate Finance, Financial Services, Financial Analysis, Options, Trading, Asset Allocation, Equity Trading, Securities, Risk Management
Education
The University of Chicago Booth School of Business
MBA
The University of Chicago
MS, Computer Science
Arizona State University
BS, Finance
James T. Borello & Co. 2011 - Present
Morgan Stanley Smith Barney 2009 - 2011
Sungard Investment Systems 1997 - 2008
First Chicago Corp 1992 - 1997
ITT Capital Finance 1989 - 1992
Skills
Financial Modeling, Fixed Income, Asset Managment, Equities, Tax-advantaged..., Special Needs Trusts, Special Needs Tax..., Special Needs Financial..., Special Needs Estate..., Investments, Alternative Investments, Finance, Portfolio Management, Capital Markets, Commodity, Derivatives, Strategy, Valuation, Mergers & Acquisitions, Corporate Finance, Financial Services, Financial Analysis, Options, Trading, Asset Allocation, Equity Trading, Securities, Risk Management
Education
The University of Chicago Booth School of Business
MBA
The University of Chicago
MS, Computer Science
Arizona State University
BS, Finance
Casey Gage's Morgan Stanley Smith Barney Experience November 2010 - November 2011
Job Regional Sales Director at Highland Capital Management
Industry Financial Services
Experience
Highland Capital Management October 2012 - Present
Destra Capital December 2011 - October 2012
Morgan Stanley Smith Barney November 2010 - November 2011
Pioneer Funds Distributor April 2007 - November 2010
Pioneer Funds Distributor June 2005 - April 2007
Pioneer Funds Distributor June 2004 - June 2005
Pioneer Investments July 2003 - June 2004
Education
Babson College 1999 — 2003
BS, Finance & Marketing
Highland Capital Management October 2012 - Present
Destra Capital December 2011 - October 2012
Morgan Stanley Smith Barney November 2010 - November 2011
Pioneer Funds Distributor April 2007 - November 2010
Pioneer Funds Distributor June 2005 - April 2007
Pioneer Funds Distributor June 2004 - June 2005
Pioneer Investments July 2003 - June 2004
Education
Babson College 1999 — 2003
BS, Finance & Marketing
Gina DeBona, MBA's Morgan Stanley Smith Barney Experience June 2011 - September 2012
Job Director, Human Resources Generalist Morgan Stanley Wealth Management
Industry Human Resources
Experience
Morgan Stanley Wealth Management November 2007 - Present
Morgan Stanley Smith Barney June 2011 - September 2012
Morgan Stanley Smith Barney November 2007 - June 2011
SunTrust Bank February 1999 - October 2007
Skills
Employee Relations, Performance Management, Human Resources, Training, Personnel Management, Employment Law, Applicant Tracking..., Coaching, PeopleSoft, Staff Development, Succession Planning, Onboarding, Employee Engagement, Employee Benefits, Management, Workforce Planning, Talent Acquisition, Talent Management, HRIS, Policy, FMLA, Recruiting, Taleo, New Hire Orientations, HR Policies, Workday, Risk Management, Workers Compensation, Project Management, Project Planning, Event Planning
Education
Ashford University 2012 — 2013
Master of Business Administration (MBA), Project Management, 3.92 GPA
Kennesaw State University - Michael J. Coles College of Business 1997 — 2000
B.B.A., Human Resources Management
Morgan Stanley Wealth Management November 2007 - Present
Morgan Stanley Smith Barney June 2011 - September 2012
Morgan Stanley Smith Barney November 2007 - June 2011
SunTrust Bank February 1999 - October 2007
Skills
Employee Relations, Performance Management, Human Resources, Training, Personnel Management, Employment Law, Applicant Tracking..., Coaching, PeopleSoft, Staff Development, Succession Planning, Onboarding, Employee Engagement, Employee Benefits, Management, Workforce Planning, Talent Acquisition, Talent Management, HRIS, Policy, FMLA, Recruiting, Taleo, New Hire Orientations, HR Policies, Workday, Risk Management, Workers Compensation, Project Management, Project Planning, Event Planning
Education
Ashford University 2012 — 2013
Master of Business Administration (MBA), Project Management, 3.92 GPA
Kennesaw State University - Michael J. Coles College of Business 1997 — 2000
B.B.A., Human Resources Management
Kristi Straw, MBA's Morgan Stanley Smith Barney Experience June 2009 - April 2011
Job Senior Financial Advisor at CommunityAmerica Credit Union available thru CAFS. (Member FINRA/SIPC)
Industry Financial Services
Experience
CommunityAmerica Credit Union May 2011 - Present
Morgan Stanley Smith Barney June 2009 - April 2011
UMB Bank December 2005 - June 2009
Wells Fargo Financial June 2003 - December 2005
Skills
Retirement Planning, Investments, Mutual Funds, Financial Services, Portfolio Management, Retirement, Strategic Financial..., Fixed Annuities, Finance, Insurance, Securities, Financial Advisory, Financial Planning, Banking
Education
Baker University 2005 — 2007
MBA
Eastern Illinois University 1999 — 2003
Business Management/Spanish
Prairie Central H.S.-Fairbury, IL
CommunityAmerica Credit Union May 2011 - Present
Morgan Stanley Smith Barney June 2009 - April 2011
UMB Bank December 2005 - June 2009
Wells Fargo Financial June 2003 - December 2005
Skills
Retirement Planning, Investments, Mutual Funds, Financial Services, Portfolio Management, Retirement, Strategic Financial..., Fixed Annuities, Finance, Insurance, Securities, Financial Advisory, Financial Planning, Banking
Education
Baker University 2005 — 2007
MBA
Eastern Illinois University 1999 — 2003
Business Management/Spanish
Prairie Central H.S.-Fairbury, IL
Garrison Elrod's Morgan Stanley Smith Barney Experience January 1997 - March 2009
Job Vice PresidentUBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services, Inc March 2009 - Present
Morgan Stanley Smith Barney January 1997 - March 2009
Education
Auburn University 1985 — 1989
UBS Financial Services, Inc March 2009 - Present
Morgan Stanley Smith Barney January 1997 - March 2009
Education
Auburn University 1985 — 1989
Jill Ellis's Morgan Stanley Smith Barney Experience April 2011 - March 2012
Job Attorney
Industry Law Practice
Experience
Morgan Stanley Smith Barney April 2011 - March 2012
Education
Boston University School of Law 2003 — 2006
Juris Doctorate, Law
Arizona State University 1999 — 2003
BS, Economics & Finance
Morgan Stanley Smith Barney April 2011 - March 2012
Education
Boston University School of Law 2003 — 2006
Juris Doctorate, Law
Arizona State University 1999 — 2003
BS, Economics & Finance
Vishvani Tyagi's Morgan Stanley Smith Barney Experience March 2011 - Present
Job Java Tech lead at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney March 2011 - Present
Headstrong Services, LLC February 2010 - Present
Jefferies & Company November 2010 - February 2011
JPMorgan Chase November 2009 - October 2010
Barco Electronic Systems Pvt Ltd January 2004 - November 2008
Skills
Oracle ADF, Front-end Development, Java software..., Web Services, Core Java, Backend, UML, JUnit, EJB, Weblogic, JBoss, Oracle
Education
Banasthali Vidyapith 2001 — 2004
MCA, Computer Science
University of Delhi
B Sc. Hons, Chemistry
Morgan Stanley Smith Barney March 2011 - Present
Headstrong Services, LLC February 2010 - Present
Jefferies & Company November 2010 - February 2011
JPMorgan Chase November 2009 - October 2010
Barco Electronic Systems Pvt Ltd January 2004 - November 2008
Skills
Oracle ADF, Front-end Development, Java software..., Web Services, Core Java, Backend, UML, JUnit, EJB, Weblogic, JBoss, Oracle
Education
Banasthali Vidyapith 2001 — 2004
MCA, Computer Science
University of Delhi
B Sc. Hons, Chemistry
Brad Kimball's Morgan Stanley Smith Barney Experience March 2005 - September 2008
Job Human Resources Executive and Change Coach
Industry Human Resources
Experience
Ruprecht & Associates 2007 - 2014
Bank of America October 2008 - July 2013
Morgan Stanley Smith Barney March 2005 - September 2008
Mary Kay Holding October 1996 - January 2002
Royal Bank of Canada January 1985 - September 1996
Skills
Executive Coaching, Change Management, Succession Planning, Mergers and Acquisitions, Performance Management, Management Development, Employee Relations, Organizational..., Employee Communication, Talent Assessment, Coaching, Business Partner, Best Practice Assessment, Internal Communications, Organizational..., Talent Management
Education
Ball State University
MA, Human Resources Management
University of Minnesota
Bachelor of Arts (BA), Political Science
Ruprecht & Associates 2007 - 2014
Bank of America October 2008 - July 2013
Morgan Stanley Smith Barney March 2005 - September 2008
Mary Kay Holding October 1996 - January 2002
Royal Bank of Canada January 1985 - September 1996
Skills
Executive Coaching, Change Management, Succession Planning, Mergers and Acquisitions, Performance Management, Management Development, Employee Relations, Organizational..., Employee Communication, Talent Assessment, Coaching, Business Partner, Best Practice Assessment, Internal Communications, Organizational..., Talent Management
Education
Ball State University
MA, Human Resources Management
University of Minnesota
Bachelor of Arts (BA), Political Science
Dianne Bufford's Morgan Stanley Smith Barney Experience September 1998 - August 2005
Job Outreach Manager
Industry Marketing and Advertising
Experience
Schmieding Center for Senior Health and Education October 2012 - Present
Liberty Bank of Arkansas August 2005 - October 2012
Morgan Stanley Smith Barney September 1998 - August 2005
Skills
Creative Writing, Marketing, Public Relations, Public Speaking, Advertising, Marketing Communications, Social Media, Publishing, Strategic Planning, New Business Development, Customer Service, Media Relations, Nonprofits, Event Planning, Budgets, Community Outreach, Marketing Strategy, Leadership, Social Media Marketing, Event Management, Social Networking, Press Releases, Fundraising, Small Business, Sales, Facebook, Management, Team Building, Editing, Online Marketing, Market Research, Email Marketing, Direct Marketing, Retail
Education
Arkansas State University 1983 — 1990
BSBA, Business
Schmieding Center for Senior Health and Education October 2012 - Present
Liberty Bank of Arkansas August 2005 - October 2012
Morgan Stanley Smith Barney September 1998 - August 2005
Skills
Creative Writing, Marketing, Public Relations, Public Speaking, Advertising, Marketing Communications, Social Media, Publishing, Strategic Planning, New Business Development, Customer Service, Media Relations, Nonprofits, Event Planning, Budgets, Community Outreach, Marketing Strategy, Leadership, Social Media Marketing, Event Management, Social Networking, Press Releases, Fundraising, Small Business, Sales, Facebook, Management, Team Building, Editing, Online Marketing, Market Research, Email Marketing, Direct Marketing, Retail
Education
Arkansas State University 1983 — 1990
BSBA, Business
Andrew Sentz's Morgan Stanley Smith Barney Experience June 2008 - June 2010
Job Global Wealth Management Risk and Controls Officer
Industry Financial Services
Experience
JPMorgan Chase May 2014 - August 2015
JPMorgan Chase & Co. February 2013 - May 2014
JPMorgan Chase February 2012 - February 2013
JPMorgan Chase April 2011 - February 2012
Morgan Stanley Smith Barney June 2008 - June 2010
Allied Home Mortgage January 2001 - June 2008
New Century Mortgage May 1996 - August 2000
Transamerica Financial Services May 1995 - May 1996
Skills
Management, Leadership, Sales, Finance, Risk Management, Credit, Business Development, Investments, Team Building, Customer Service
Education
University of Phoenix 1999 — 2000
MBA
Arizona State University 1990 — 1995
B.S.-Finance, Business Management
JPMorgan Chase May 2014 - August 2015
JPMorgan Chase & Co. February 2013 - May 2014
JPMorgan Chase February 2012 - February 2013
JPMorgan Chase April 2011 - February 2012
Morgan Stanley Smith Barney June 2008 - June 2010
Allied Home Mortgage January 2001 - June 2008
New Century Mortgage May 1996 - August 2000
Transamerica Financial Services May 1995 - May 1996
Skills
Management, Leadership, Sales, Finance, Risk Management, Credit, Business Development, Investments, Team Building, Customer Service
Education
University of Phoenix 1999 — 2000
MBA
Arizona State University 1990 — 1995
B.S.-Finance, Business Management
Linda Horton's Morgan Stanley Smith Barney Experience January 2001 - April 2009
Job Freelance Studio/Remote Camera Operator
Industry Broadcast Media
Experience
ABC Television 1996 - Present
Jenny McCarthy Show February 2013 - Present
Peoples Court June 2012 - Present
Paley Center for Media 2006 - Present
United Nations September 2011 - Present
Morgan Stanley Smith Barney January 2001 - April 2009
Education
Ball State University 1973 — 1977
BSW, Social Work/Sociology
ABC Television 1996 - Present
Jenny McCarthy Show February 2013 - Present
Peoples Court June 2012 - Present
Paley Center for Media 2006 - Present
United Nations September 2011 - Present
Morgan Stanley Smith Barney January 2001 - April 2009
Education
Ball State University 1973 — 1977
BSW, Social Work/Sociology
Mike Gastineau's Morgan Stanley Smith Barney Experience March 2000 - May 2003
Job Regional Sales Director at The Hartford
Industry Financial Services
Experience
The Hartford July 2005 - Present
Morgan Stanley Smith Barney March 2000 - May 2003
Education
Indiana Wesleyan University 1997 — 1999
MBA, Business
Ball State University 1981 — 1985
B.S., Business
The Hartford July 2005 - Present
Morgan Stanley Smith Barney March 2000 - May 2003
Education
Indiana Wesleyan University 1997 — 1999
MBA, Business
Ball State University 1981 — 1985
B.S., Business
C. Thomas Lee, CFP®'s Morgan Stanley Smith Barney Experience August 2010 - Present
Job Vice President | Resident Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2010 - Present
Merrill Lynch December 1999 - August 2010
PwC September 1995 - December 1999
Education
Auburn University 1994 — 1995
Master's degree, Accounting
Auburn University 1990 — 1994
Bachelor of Science (B.S.), Accounting
Morgan Stanley Smith Barney August 2010 - Present
Merrill Lynch December 1999 - August 2010
PwC September 1995 - December 1999
Education
Auburn University 1994 — 1995
Master's degree, Accounting
Auburn University 1990 — 1994
Bachelor of Science (B.S.), Accounting
Rabatsky, Daniel's Morgan Stanley Smith Barney Experience March 1998 - May 2012
Job Associate Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James May 2012 - Present
Morgan Stanley Smith Barney March 1998 - May 2012
cw Costello & Associates 1997 - 1998
Skills
Investments, Series 7, Mutual Funds, Securities, Series 63, Asset Allocation, Wealth Management, Fixed Income, Investment Advisory, Financial Modeling, Life Insurance, Asset Managment, Equities, Portfolio Management, series 9 & 10, Series 31, Fixed, Variable, Index..., Socially Responsible...
Education
Babson College 1993 — 1997
BS, Management Information Systems
Sharon High School 1989 — 1993
High School Diploma
Raymond James May 2012 - Present
Morgan Stanley Smith Barney March 1998 - May 2012
cw Costello & Associates 1997 - 1998
Skills
Investments, Series 7, Mutual Funds, Securities, Series 63, Asset Allocation, Wealth Management, Fixed Income, Investment Advisory, Financial Modeling, Life Insurance, Asset Managment, Equities, Portfolio Management, series 9 & 10, Series 31, Fixed, Variable, Index..., Socially Responsible...
Education
Babson College 1993 — 1997
BS, Management Information Systems
Sharon High School 1989 — 1993
High School Diploma
Tina (Christine) Wixom, MBA's Morgan Stanley Smith Barney Experience 2003 - 2006
Job Assistant Professor of Business at Waldorf College
Industry Higher Education
Experience
Waldorf College July 2014 - Present
Eastern Iowa Community College July 2012 - July 2014
The HON Company July 2012 - July 2014
The HON Company June 2011 - July 2012
The HON Company June 2010 - June 2011
The HON Company April 2009 - May 2010
The HON Company January 2008 - April 2009
Letica Corporation 2007 - 2008
Investment Performance Services, LLC 2006 - 2007
Morgan Stanley Smith Barney 2003 - 2006
Skills
Project Management, Technical Training, Microsoft Office, Content Development, UPK, Teaching, Customer Service, People Skills, Process Improvement, Training, Strategic Planning, Leadership Development, Cross-functional Team..., Leadership, Project Planning, Public Speaking, Data Analysis, Human Resources, Sales, Management, Access
Education
California Southern University 2015 — 2019
Doctor of Business Administration, Business Administration and Management
Baker College Center for Graduate Studies 2011 — 2012
Master of Business Administration (M.B.A.), Business, Summa Cum Laude
MRA Institute of Management 2011 — 2012
Certificates, Management and Coaching
QCPDN - Quad-Cities Professional Development Network 2012 — 2013
Excellence in College Teaching Certificate, Higher Education
Baker College Business and Corporate Services 2008 — 2010
Bachelor of Arts (B.A.), Business, Summa Cum Laude
Muscatine Community College 1987 — 2001
Associate of Arts (A.A.), Business
Waldorf College July 2014 - Present
Eastern Iowa Community College July 2012 - July 2014
The HON Company July 2012 - July 2014
The HON Company June 2011 - July 2012
The HON Company June 2010 - June 2011
The HON Company April 2009 - May 2010
The HON Company January 2008 - April 2009
Letica Corporation 2007 - 2008
Investment Performance Services, LLC 2006 - 2007
Morgan Stanley Smith Barney 2003 - 2006
Skills
Project Management, Technical Training, Microsoft Office, Content Development, UPK, Teaching, Customer Service, People Skills, Process Improvement, Training, Strategic Planning, Leadership Development, Cross-functional Team..., Leadership, Project Planning, Public Speaking, Data Analysis, Human Resources, Sales, Management, Access
Education
California Southern University 2015 — 2019
Doctor of Business Administration, Business Administration and Management
Baker College Center for Graduate Studies 2011 — 2012
Master of Business Administration (M.B.A.), Business, Summa Cum Laude
MRA Institute of Management 2011 — 2012
Certificates, Management and Coaching
QCPDN - Quad-Cities Professional Development Network 2012 — 2013
Excellence in College Teaching Certificate, Higher Education
Baker College Business and Corporate Services 2008 — 2010
Bachelor of Arts (B.A.), Business, Summa Cum Laude
Muscatine Community College 1987 — 2001
Associate of Arts (A.A.), Business
Christopher Laux's Morgan Stanley Smith Barney Experience March 1987 - Present
Job First Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 1987 - Present
AT&T (formerly Southwestern Bell) August 1978 - March 1987
Skills
Investment Management, Certified Financial...
Education
University of Arkansas 1976 — 1978
M.B.A., Business
Arkansas Tech University 1970 — 1975
B.A., Science
Morgan Stanley Smith Barney March 1987 - Present
AT&T (formerly Southwestern Bell) August 1978 - March 1987
Skills
Investment Management, Certified Financial...
Education
University of Arkansas 1976 — 1978
M.B.A., Business
Arkansas Tech University 1970 — 1975
B.A., Science
Sean Payne's Morgan Stanley Smith Barney Experience January 1993 - January 1997
Job Health Systems Administrator at Waterbury Hospital
Industry Hospital & Health Care
Experience
Waterbury Hospital August 2014 - Present
Kemper Corporation February 2009 - December 2012
Direct Response Corporation January 2000 - January 2009
Direct Response Corporation January 1999 - January 2000
Direct Response Corporation January 1998 - January 1999
Direct Response Corporation January 1997 - January 1998
Morgan Stanley Smith Barney January 1993 - January 1997
Morgan Stanley Smith Barney January 1992 - January 1993
Morgan Stanley Smith Barney January 1988 - January 1992
Skills
Visio, Software Development, Program Management, Management, Software Documentation, Integration, Project Management, SDLC, Analysis, System Administration, Requirements Analysis, Business Analysis, Process Improvement, SharePoint, Disaster Recovery, Microsoft SQL Server, Business Intelligence, Business Process, Call Centers, Change Management, Vendor Management, Budgets, Insurance, Quality Assurance, Security, Troubleshooting, Team Building, Cloud Computing, SQL, Active Directory, Windows, Leadership, Data Center, IT Management, Strategic Planning, Requirements Gathering, IT Strategy, Start-ups, Information Technology, Business Process...
Education
National Academy Of Sports Medicine 2012 — 2012
Certified Personal Trainer, Sports Science
Kemper Corporation (Corporate Training) 2011 — 2011
Certification (PCI101-57125891-1252011), Payment Card Industry (PCI) Data Security - Standards
Mercy College 1998 — 2000
BS, Organizational Management
Arizona State University 1983 — 1985
B.S, Electrical Engineering and Applied Sciences
Chubb InstituteNew
Waterbury Hospital August 2014 - Present
Kemper Corporation February 2009 - December 2012
Direct Response Corporation January 2000 - January 2009
Direct Response Corporation January 1999 - January 2000
Direct Response Corporation January 1998 - January 1999
Direct Response Corporation January 1997 - January 1998
Morgan Stanley Smith Barney January 1993 - January 1997
Morgan Stanley Smith Barney January 1992 - January 1993
Morgan Stanley Smith Barney January 1988 - January 1992
Skills
Visio, Software Development, Program Management, Management, Software Documentation, Integration, Project Management, SDLC, Analysis, System Administration, Requirements Analysis, Business Analysis, Process Improvement, SharePoint, Disaster Recovery, Microsoft SQL Server, Business Intelligence, Business Process, Call Centers, Change Management, Vendor Management, Budgets, Insurance, Quality Assurance, Security, Troubleshooting, Team Building, Cloud Computing, SQL, Active Directory, Windows, Leadership, Data Center, IT Management, Strategic Planning, Requirements Gathering, IT Strategy, Start-ups, Information Technology, Business Process...
Education
National Academy Of Sports Medicine 2012 — 2012
Certified Personal Trainer, Sports Science
Kemper Corporation (Corporate Training) 2011 — 2011
Certification (PCI101-57125891-1252011), Payment Card Industry (PCI) Data Security - Standards
Mercy College 1998 — 2000
BS, Organizational Management
Arizona State University 1983 — 1985
B.S, Electrical Engineering and Applied Sciences
Chubb InstituteNew
Judith Clark's Morgan Stanley Smith Barney Experience 2009 - May 2012
Job President, JKL DESIGNS
Industry Wholesale
Experience
PNC Investments 2013 - Present
JKL DESIGNS 2005 - Present
Morgan Stanley Smith Barney 2009 - May 2012
Glitterwrap 2004 - 2008
Skills
Public Relations, B2B, Advertising, Team Building, Product Development, Strategic Planning, Project Management, Account Management, Marketing Strategy, New Business Development, Sales, Business Strategy
Education
Appalachian State University
MA
Lenoir-Rhyne University
Bachelor of Arts (B.A.)
PNC Investments 2013 - Present
JKL DESIGNS 2005 - Present
Morgan Stanley Smith Barney 2009 - May 2012
Glitterwrap 2004 - 2008
Skills
Public Relations, B2B, Advertising, Team Building, Product Development, Strategic Planning, Project Management, Account Management, Marketing Strategy, New Business Development, Sales, Business Strategy
Education
Appalachian State University
MA
Lenoir-Rhyne University
Bachelor of Arts (B.A.)
Betsy Seligman Gometz's Morgan Stanley Smith Barney Experience 1997 - Present
Job Associate Vice President, Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1997 - Present
Education
Arizona State University 1973 — 1976
mba, Finance
Washington University in St. Louis 1969 — 1973
Morgan Stanley Smith Barney 1997 - Present
Education
Arizona State University 1973 — 1976
mba, Finance
Washington University in St. Louis 1969 — 1973
Eric Berry's Morgan Stanley Smith Barney Experience June 1999 - July 2001
Job Sr. Manager
Industry International Trade and Development
Experience
Point Trade Services Inc. June 2009 - Present
The United Methodist Church June 2004 - May 2009
Morgan Stanley Smith Barney June 1999 - July 2001
Skills
Foreign Trade Zone, Manufacturing, Strategic Planning, Management Consulting, Program Management, Project Management, Management, Change Management, Customer Service, Negotiation, Training, Leadership, Government, Nonprofits, Logistics, Customs Regulations, Strategy, Process Improvement, Microsoft Office, Event Planning, Marketing, Supply Chain Management
Education
Asbury Theological Seminary 2001 — 2008
MDiv, Theology
Huntingdon College 1993 — 1996
BA, Business Administration
Point Trade Services Inc. June 2009 - Present
The United Methodist Church June 2004 - May 2009
Morgan Stanley Smith Barney June 1999 - July 2001
Skills
Foreign Trade Zone, Manufacturing, Strategic Planning, Management Consulting, Program Management, Project Management, Management, Change Management, Customer Service, Negotiation, Training, Leadership, Government, Nonprofits, Logistics, Customs Regulations, Strategy, Process Improvement, Microsoft Office, Event Planning, Marketing, Supply Chain Management
Education
Asbury Theological Seminary 2001 — 2008
MDiv, Theology
Huntingdon College 1993 — 1996
BA, Business Administration
FRANK G. KALE, CRPC's Morgan Stanley Smith Barney Experience 1995 - 2008
Job FIRST VICE PRESIDENTINVESTMENTS at UBS FINANCIAL INC
Industry Financial Services
Experience
UBS Financial Services 2008 - Present
Morgan Stanley Smith Barney 1995 - 2008
Dean Witter 1980 - 1995
Merrill Lynch 1976 - 1980
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Finance, Securities, Wealth Management, Portfolio Management
Education
Boston University - School of Management 1972 — 1974
BSBA, Business
United States Naval Academy 1969 — 1973
Babson College - Franklin W. Olin Graduate School of Business
College for Financial Planning
University of Pennsylvania - The Wharton School
UBS Financial Services 2008 - Present
Morgan Stanley Smith Barney 1995 - 2008
Dean Witter 1980 - 1995
Merrill Lynch 1976 - 1980
Skills
Retirement Planning, Series 7, Series 63, Mutual Funds, Asset Allocation, Investments, Finance, Securities, Wealth Management, Portfolio Management
Education
Boston University - School of Management 1972 — 1974
BSBA, Business
United States Naval Academy 1969 — 1973
Babson College - Franklin W. Olin Graduate School of Business
College for Financial Planning
University of Pennsylvania - The Wharton School
Jack Erickson's Morgan Stanley Smith Barney Experience 2000 - May 2011
Job Author of thrillers, mysteries, and novels available on Kindle and other ereaders, tablets, and smartphones
Industry Publishing
Experience
RedBrick Press May 2011 - Present
Morgan Stanley Smith Barney 2000 - May 2011
RedBrick Press 1986 - 1997
Chemical Manufacturers Association 1981 - 1986
United States Senate 1975 - 1980
Skills
Publishing, Series 7, Newsletters, Asset Allocation, Investment Strategies, Hedge Funds, Investments, Alternative Investments, Start-ups, Wealth Management, Mutual Funds, Securities, Asset Management, Press Releases, Investment Advisory, Leadership, Retirement, Books, Financial Services, Strategic Financial..., Retirement Planning, Portfolio Management, Investment Management, Public Speaking, Financial Advisory, Publications, Small Business, Published Author, Equities, Series 63, Copy Editing, Fixed Annuities, FINRA, Creative Writing, Editing, Writing, Blogging, Research
Education
Georgetown University 1971 — 1973
M.A., Russian Studies
Arizona State University 1964 — 1967
B.A., Russian
Drake University 1962 — 1964
Pre-Med
Williston High School
Williston High School
Williston High School
RedBrick Press May 2011 - Present
Morgan Stanley Smith Barney 2000 - May 2011
RedBrick Press 1986 - 1997
Chemical Manufacturers Association 1981 - 1986
United States Senate 1975 - 1980
Skills
Publishing, Series 7, Newsletters, Asset Allocation, Investment Strategies, Hedge Funds, Investments, Alternative Investments, Start-ups, Wealth Management, Mutual Funds, Securities, Asset Management, Press Releases, Investment Advisory, Leadership, Retirement, Books, Financial Services, Strategic Financial..., Retirement Planning, Portfolio Management, Investment Management, Public Speaking, Financial Advisory, Publications, Small Business, Published Author, Equities, Series 63, Copy Editing, Fixed Annuities, FINRA, Creative Writing, Editing, Writing, Blogging, Research
Education
Georgetown University 1971 — 1973
M.A., Russian Studies
Arizona State University 1964 — 1967
B.A., Russian
Drake University 1962 — 1964
Pre-Med
Williston High School
Williston High School
Williston High School
Bryant Wright's Morgan Stanley Smith Barney Experience December 2011 - Present
Job International Wealth Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2011 - Present
COCOLIMON Frozen Yogurt 2012 - 2013
UBS January 2010 - December 2011
Skandia February 2010 - December 2010
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bonds, ETFs, Equities, Financial Advisory, Financial Modeling, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Valuation, Wealth Management
Education
Babson College 2004 — 2008
Morgan Stanley Smith Barney December 2011 - Present
COCOLIMON Frozen Yogurt 2012 - 2013
UBS January 2010 - December 2011
Skandia February 2010 - December 2010
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Bonds, ETFs, Equities, Financial Advisory, Financial Modeling, Fixed Income, Investment Advisory, Investment Management, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Securities, Series 63, Series 7, Valuation, Wealth Management
Education
Babson College 2004 — 2008
Christopher Sabo, CFA's Morgan Stanley Smith Barney Experience May 2008 - August 2009
Job Portfolio Analyst at Standish Mellon Asset Management
Industry Investment Management
Experience
Standish Mellon Asset Management October 2014 - Present
Standish Mellon Asset Management December 2012 - October 2014
JPMorgan June 2010 - December 2012
Morgan Stanley Smith Barney May 2008 - August 2009
Bear Stearns May 2005 - August 2007
Skills
Series 7, Series 63
Education
Babson College 2006 — 2010
B.S., Finance, Entrepreneurship
Cushing Academy 2001 — 2004
Delbarton School 1998 — 2001
Standish Mellon Asset Management October 2014 - Present
Standish Mellon Asset Management December 2012 - October 2014
JPMorgan June 2010 - December 2012
Morgan Stanley Smith Barney May 2008 - August 2009
Bear Stearns May 2005 - August 2007
Skills
Series 7, Series 63
Education
Babson College 2006 — 2010
B.S., Finance, Entrepreneurship
Cushing Academy 2001 — 2004
Delbarton School 1998 — 2001
Bryan Whatmough's Morgan Stanley Smith Barney Experience 1997 - 1999
Job District Manager at PACCAR / Kenworth
Industry Transportation/Trucking/Railroad
Experience
PACCAR / Kenworth April 2007 - Present
Cummins 1999 - 2007
Morgan Stanley Smith Barney 1997 - 1999
Allied Signal 1990 - 1997
Skills
Pricing, Automotive, Trucking, Sales Management, Fleet Management, Forecasting, Transportation, Vehicles, Operations Management, Automotive Aftermarket, Inventory Management, Sales Operations, Account Management, Customer Satisfaction, New Business Development, Purchasing, Negotiation, Profit, Team Building, Logistics
Education
Ashford University 2011 — 2015
Bachelor of Arts (B.A.) - International Business, 3.9 GPA
Johnson and Wales University 1998 — 1999
Finance
PACCAR / Kenworth April 2007 - Present
Cummins 1999 - 2007
Morgan Stanley Smith Barney 1997 - 1999
Allied Signal 1990 - 1997
Skills
Pricing, Automotive, Trucking, Sales Management, Fleet Management, Forecasting, Transportation, Vehicles, Operations Management, Automotive Aftermarket, Inventory Management, Sales Operations, Account Management, Customer Satisfaction, New Business Development, Purchasing, Negotiation, Profit, Team Building, Logistics
Education
Ashford University 2011 — 2015
Bachelor of Arts (B.A.) - International Business, 3.9 GPA
Johnson and Wales University 1998 — 1999
Finance
Armand Bryant's Morgan Stanley Smith Barney Experience 2007 - 2010
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge 2015 - Present
Morgan Stanley Wealth Management 2013 - December 2014
Ashford University 2011 - 2013
Ashford University 2010 - 2011
Morgan Stanley Smith Barney 2007 - 2010
Morgan Stanley Smith Barney 2006 - 2010
Delta Air Lines 2005 - 2006
Skills
Leadership, Customer Service, Financial Services, Financial Statements, Financial Markets, Default Prevention, Investment Advisory, Microsoft Office, Process Improvement, Series 7, Series 66, Data Analysis, Brokerage Operations, Trading Systems, FX trading, Project Management, Unix, Technical Support, Windows Server, Time Management, Microsoft Excel, Investments, Finance
Education
Ashford University 2010 — 2012
MBA
North Carolina Agricultural and Technical State University 2001 — 2006
BS
Mt. Carmel High School
Merrill Edge 2015 - Present
Morgan Stanley Wealth Management 2013 - December 2014
Ashford University 2011 - 2013
Ashford University 2010 - 2011
Morgan Stanley Smith Barney 2007 - 2010
Morgan Stanley Smith Barney 2006 - 2010
Delta Air Lines 2005 - 2006
Skills
Leadership, Customer Service, Financial Services, Financial Statements, Financial Markets, Default Prevention, Investment Advisory, Microsoft Office, Process Improvement, Series 7, Series 66, Data Analysis, Brokerage Operations, Trading Systems, FX trading, Project Management, Unix, Technical Support, Windows Server, Time Management, Microsoft Excel, Investments, Finance
Education
Ashford University 2010 — 2012
MBA
North Carolina Agricultural and Technical State University 2001 — 2006
BS
Mt. Carmel High School
Gina Valentine's Morgan Stanley Smith Barney Experience ReceptionistHines & Associates2005 - 2006
Job Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney ReceptionistHines & Associates2005 - 2006
Education
Assumption College 2001 — 2005
Bachelor, Psychology, Philosphy
Morgan Stanley Smith Barney ReceptionistHines & Associates2005 - 2006
Education
Assumption College 2001 — 2005
Bachelor, Psychology, Philosphy
Graham Roberts's Morgan Stanley Smith Barney Experience September 1984 - Present
Job Executive Director, Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 1984 - Present
Education
Auburn University 1980 — 1984
BS Business Administration Finance, Finance, General
Morgan Stanley Smith Barney September 1984 - Present
Education
Auburn University 1980 — 1984
BS Business Administration Finance, Finance, General
Jason Braunstein's Morgan Stanley Smith Barney Experience 2004 - 2010
Job Senior Vice President – Financial Advisor, Senior Portfolio Manager – Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2010 - Present
Morgan Stanley Smith Barney 2004 - 2010
UBS Financial Services Inc. 2001 - 2005
Morgan Stanley 1994 - 2001
Education
Arizona State University 1988 — 1994
Bachelor of Science (B.S.), Finance, General
Arizona State University - W. P. Carey School of Business 1987 — 1994
Finance, Finance
RBC Wealth Management August 2010 - Present
Morgan Stanley Smith Barney 2004 - 2010
UBS Financial Services Inc. 2001 - 2005
Morgan Stanley 1994 - 2001
Education
Arizona State University 1988 — 1994
Bachelor of Science (B.S.), Finance, General
Arizona State University - W. P. Carey School of Business 1987 — 1994
Finance, Finance
Jamie Petersen's Morgan Stanley Smith Barney Experience 1998 - 2007
Job Leadership Advisory Board Member, Million Dollar Circle & RFX Circle Achiever, Lexus Earner and Team GiVe CoFounder
Industry Consumer Goods
Experience
Rodan + Fields November 2009 - Present
Morgan Stanley 2007 - 2011
Morgan Stanley Smith Barney 1998 - 2007
Skills
Building Markets, Developing leaders, Facilitating Personal..., Entrepreneurship, Social Media, Social Entrepreneurship, Team Building, Small Business, CRM, Marketing, Social Networking, Direct Sales, Sales, Social Media Marketing, Public Speaking, Coaching, Strategic Planning, Leadership, Customer Service
Education
Arizona State University 2001 — 2003
BS, International Business Finance
Montana State University-Bozeman 1996 — 1998
Bachelor of Science, International Business Finance
Rodan + Fields November 2009 - Present
Morgan Stanley 2007 - 2011
Morgan Stanley Smith Barney 1998 - 2007
Skills
Building Markets, Developing leaders, Facilitating Personal..., Entrepreneurship, Social Media, Social Entrepreneurship, Team Building, Small Business, CRM, Marketing, Social Networking, Direct Sales, Sales, Social Media Marketing, Public Speaking, Coaching, Strategic Planning, Leadership, Customer Service
Education
Arizona State University 2001 — 2003
BS, International Business Finance
Montana State University-Bozeman 1996 — 1998
Bachelor of Science, International Business Finance
Dan Bernhard's Morgan Stanley Smith Barney Experience November 2009 - January 2010
Job Sourcing Analyst at McDonald's Corporation
Industry Marketing and Advertising
Experience
McDonald's Corporation May 2015 - Present
McDonald's Corporation December 2012 - May 2015
TRUE Consulting LLC June 2011 - December 2012
Panera Bread March 2010 - June 2011
Aurora University August 2009 - May 2011
Morgan Stanley Smith Barney November 2009 - January 2010
Range Property Management May 2009 - August 2009
Aurora University August 2008 - May 2009
Culver's July 2007 - January 2009
Grainger Industrial Supply May 2007 - May 2008
Skills
Excel, Reporting & Analysis, Leadership, Time Management, Microsoft Excel, Research, Customer Service, Accounting, Project Management, Analysis, Management, Process Improvement, Training, PowerPoint, Strategic Planning
Education
Aurora University 2007 — 2011
BA, Business Administration
Freeport High School 2003 — 2007
High School Diploma
McDonald's Corporation May 2015 - Present
McDonald's Corporation December 2012 - May 2015
TRUE Consulting LLC June 2011 - December 2012
Panera Bread March 2010 - June 2011
Aurora University August 2009 - May 2011
Morgan Stanley Smith Barney November 2009 - January 2010
Range Property Management May 2009 - August 2009
Aurora University August 2008 - May 2009
Culver's July 2007 - January 2009
Grainger Industrial Supply May 2007 - May 2008
Skills
Excel, Reporting & Analysis, Leadership, Time Management, Microsoft Excel, Research, Customer Service, Accounting, Project Management, Analysis, Management, Process Improvement, Training, PowerPoint, Strategic Planning
Education
Aurora University 2007 — 2011
BA, Business Administration
Freeport High School 2003 — 2007
High School Diploma
Brent Myers's Morgan Stanley Smith Barney Experience January 2005 - January 2008
Job Corporate Trust Services Manager
Industry Financial Services
Experience
Wells Fargo January 2014 - Present
SEI August 2013 - December 2013
Brown Advisory January 2011 - April 2013
Brown Advisory July 2008 - January 2011
Wachovia Securities January 2008 - June 2008
Morgan Stanley Smith Barney January 2005 - January 2008
Wachovia Securities October 2001 - December 2004
Skills
Customer Service, Equities, Asset Management, Leadership, Asset Allocation, Back Office, Mutual Funds, Program Management, Management, Alternative Investments, Trading
Education
Averett University 2002 — 2004
MBA, Business
Averett University 2000 — 2002
BA, Business
Old Dominion University
William & Mary
Wells Fargo January 2014 - Present
SEI August 2013 - December 2013
Brown Advisory January 2011 - April 2013
Brown Advisory July 2008 - January 2011
Wachovia Securities January 2008 - June 2008
Morgan Stanley Smith Barney January 2005 - January 2008
Wachovia Securities October 2001 - December 2004
Skills
Customer Service, Equities, Asset Management, Leadership, Asset Allocation, Back Office, Mutual Funds, Program Management, Management, Alternative Investments, Trading
Education
Averett University 2002 — 2004
MBA, Business
Averett University 2000 — 2002
BA, Business
Old Dominion University
William & Mary
Charlene, aka Charli Thompson's Morgan Stanley Smith Barney Experience July 2008 - May 2010
Job Finance at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Caccomo Family Foundation 2004 - 2011
Morgan Stanley Smith Barney July 2008 - May 2010
Education
Ball State University
Caccomo Family Foundation 2004 - 2011
Morgan Stanley Smith Barney July 2008 - May 2010
Education
Ball State University
Shailaja Subramanian's Morgan Stanley Smith Barney Experience September 2002 - March 2003
Job Elementary Instructional Paraprofessional at Peak to Peak K 12 Charter School
Industry Education Management
Experience
Peak to Peak K -12 Charter School August 2013 - Present
Omni Financial January 2009 - April 2009
University of Paychex, Rochester February 2005 - July 2005
Morgan Stanley Smith Barney September 2002 - March 2003
NSDI Teleperformance March 2000 - December 2000
Skills
Management, Program Management, Project Management
Education
University of Colorado Boulder 2002 — 2003
Master of Science, Telecommunication
University of Colorado
Masters of Science, Telecommunication
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
Bachelor of Business Administration, Finance
Georgia State University
Bachelor of Business Administration, Finance
Assumption University
Bachelor of Business Administration, Finance
Peak to Peak K -12 Charter School August 2013 - Present
Omni Financial January 2009 - April 2009
University of Paychex, Rochester February 2005 - July 2005
Morgan Stanley Smith Barney September 2002 - March 2003
NSDI Teleperformance March 2000 - December 2000
Skills
Management, Program Management, Project Management
Education
University of Colorado Boulder 2002 — 2003
Master of Science, Telecommunication
University of Colorado
Masters of Science, Telecommunication
Georgia State University - J. Mack Robinson College of Business 1997 — 1999
Bachelor of Business Administration, Finance
Georgia State University
Bachelor of Business Administration, Finance
Assumption University
Bachelor of Business Administration, Finance
Scott March's Morgan Stanley Smith Barney Experience Complex Risk OfficerMorgan Stanley Smith BarneyMay 2005 - Present
Job at
Industry Financial Services
Experience
Morgan Stanley Smith Barney Complex Risk OfficerMorgan Stanley Smith BarneyMay 2005 - Present
Education
Arizona State University - W. P. Carey School of Business 1988 — 1992
BS, School of Business
Morgan Stanley Smith Barney Complex Risk OfficerMorgan Stanley Smith BarneyMay 2005 - Present
Education
Arizona State University - W. P. Carey School of Business 1988 — 1992
BS, School of Business
Kyndall Moore's Morgan Stanley Smith Barney Experience March 2007 - May 2011
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors May 2011 - Present
Morgan Stanley Smith Barney March 2007 - May 2011
Education
Appalachian State University 1999 — 2003
BSBA, Business Management in Administration
Wells Fargo Advisors May 2011 - Present
Morgan Stanley Smith Barney March 2007 - May 2011
Education
Appalachian State University 1999 — 2003
BSBA, Business Management in Administration
Kara Jarosch's Morgan Stanley Smith Barney Experience March 2011 - Present
Job Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2011 - Present
Robert Half International August 2011 - November 2011
Baxter Healthcare September 2009 - March 2010
Education
Augustana College 2005 — 2009
Bachelor of Arts, Biology
Morgan Stanley Smith Barney March 2011 - Present
Robert Half International August 2011 - November 2011
Baxter Healthcare September 2009 - March 2010
Education
Augustana College 2005 — 2009
Bachelor of Arts, Biology
Chris Godbold's Morgan Stanley Smith Barney Experience 2004 - 2005
Job Founding Member at Magnolia Investment Group
Industry Investment Management
Experience
Magnolia Investment Group March 2007 - Present
H.G. Acquisitions 2005 - Present
Morgan Stanley Smith Barney 2004 - 2005
Skills
Retail, Asset Management, Wealth Management, Entertainment, Venture Capital, Investments, Real Estate, Entrepreneurship, Alternative Investments
Education
Auburn University, College of Business
Magnolia Investment Group March 2007 - Present
H.G. Acquisitions 2005 - Present
Morgan Stanley Smith Barney 2004 - 2005
Skills
Retail, Asset Management, Wealth Management, Entertainment, Venture Capital, Investments, Real Estate, Entrepreneurship, Alternative Investments
Education
Auburn University, College of Business
Mark DiLorenzo Jr's Morgan Stanley Smith Barney Experience April 2010 - August 2011
Job Internal Wholesaler at First Eagle Investment Management
Industry Financial Services
Experience
First Eagle Investment Management May 2014 - Present
Dreyfus August 2011 - May 2014
Morgan Stanley Smith Barney April 2010 - August 2011
Hennion & Walsh May 2009 - March 2010
Skills
Series 7, Retirement Planning, 401k Rollovers, Series 63, Series 65, Wealth Management, Saving for Education, IRAs, Investment Advisory, Asset Allocation, Retirement, Mutual Funds, Separately Managed...
Education
Arizona State University 2006 — 2008
Bachelor's degree, Interdisciplinary Studies Business and Communications
Johnson and Wales University 2004 — 2006
Associate's degree, Business Administration and Management, General
First Eagle Investment Management May 2014 - Present
Dreyfus August 2011 - May 2014
Morgan Stanley Smith Barney April 2010 - August 2011
Hennion & Walsh May 2009 - March 2010
Skills
Series 7, Retirement Planning, 401k Rollovers, Series 63, Series 65, Wealth Management, Saving for Education, IRAs, Investment Advisory, Asset Allocation, Retirement, Mutual Funds, Separately Managed...
Education
Arizona State University 2006 — 2008
Bachelor's degree, Interdisciplinary Studies Business and Communications
Johnson and Wales University 2004 — 2006
Associate's degree, Business Administration and Management, General
Kim McFall's Morgan Stanley Smith Barney Experience September 2008 - September 2010
Job .
Industry Financial Services
Experience
UBS April 2013 - Present
Bankers Life and Casualty 2010 - 2012
Morgan Stanley Smith Barney September 2008 - September 2010
SunTrust Investment Services February 1998 - March 2007
Skills
Insurance, Strategic Financial..., Mutual Funds, Investments, Series 63, Series 7, Fixed Annuities, FINRA, Banking, Retirement Planning, Wealth Management, Life Insurance, Health Insurance, Financial Analysis, Long-term Care, Retirement
Education
Virginia Intermont College 1981 — 1984
BS, Merchandising
Appalachian State University 1980 — 1980
J J Kelly High School 1976 — 1980
Diploma
UBS April 2013 - Present
Bankers Life and Casualty 2010 - 2012
Morgan Stanley Smith Barney September 2008 - September 2010
SunTrust Investment Services February 1998 - March 2007
Skills
Insurance, Strategic Financial..., Mutual Funds, Investments, Series 63, Series 7, Fixed Annuities, FINRA, Banking, Retirement Planning, Wealth Management, Life Insurance, Health Insurance, Financial Analysis, Long-term Care, Retirement
Education
Virginia Intermont College 1981 — 1984
BS, Merchandising
Appalachian State University 1980 — 1980
J J Kelly High School 1976 — 1980
Diploma
Matt Baehr's Morgan Stanley Smith Barney Experience 2011 - 2012
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James November 2013 - Present
Baehr Challenge LTD for Parkinson's Research March 2009 - Present
UBS Financial Services, Inc. April 2012 - November 2013
Morgan Stanley Smith Barney 2011 - 2012
Spartan Boot Camps, LLC March 2009 - 2012
Skills
Finance, Financial Advisory, Securities, Marketing, Strategic Planning, Leadership, Public Speaking, Investments, Marketing Strategy, Social Media Marketing
Education
Arizona State University
Business Sustainability, W. P. Carey School of Business, 3.5
Corona del Sol 1999 — 2003
Business
Raymond James November 2013 - Present
Baehr Challenge LTD for Parkinson's Research March 2009 - Present
UBS Financial Services, Inc. April 2012 - November 2013
Morgan Stanley Smith Barney 2011 - 2012
Spartan Boot Camps, LLC March 2009 - 2012
Skills
Finance, Financial Advisory, Securities, Marketing, Strategic Planning, Leadership, Public Speaking, Investments, Marketing Strategy, Social Media Marketing
Education
Arizona State University
Business Sustainability, W. P. Carey School of Business, 3.5
Corona del Sol 1999 — 2003
Business
Polina Garibyan's Morgan Stanley Smith Barney Experience 2004 - 2005
Job International Controller's Group at Geller & Company
Industry Accounting
Experience
Geller & Company June 2013 - Present
Advanced Technology Ventures January 2011 - June 2013
KPMG LLP. September 2007 - December 2010
Morgan Stanley Smith Barney 2004 - 2005
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Microsoft Excel, Private Equity, Auditing, US GAAP, Accounting, SEC filings, Valuation, Internal Controls, CPA, Mergers & Acquisitions, Financial Accounting, Venture Capital, Sarbanes-Oxley Act, Big 4, Corporate Finance, Budgets, Investments, GAAP
Education
Babson College 2003 — 2007
Bachelor of Science in Business Administration, Dual Concentration - Accounting and Finance
Geller & Company June 2013 - Present
Advanced Technology Ventures January 2011 - June 2013
KPMG LLP. September 2007 - December 2010
Morgan Stanley Smith Barney 2004 - 2005
Skills
Financial Modeling, Financial Reporting, Financial Analysis, Microsoft Excel, Private Equity, Auditing, US GAAP, Accounting, SEC filings, Valuation, Internal Controls, CPA, Mergers & Acquisitions, Financial Accounting, Venture Capital, Sarbanes-Oxley Act, Big 4, Corporate Finance, Budgets, Investments, GAAP
Education
Babson College 2003 — 2007
Bachelor of Science in Business Administration, Dual Concentration - Accounting and Finance
Kathy Sandel's Morgan Stanley Smith Barney Experience October 2006 - Present
Job Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2006 - Present
Morgan Stanley Smith Barney October 2006 - Present
Wells Fargo Advisors October 2005 - August 2006
Wachovia Securities LLC January 2001 - October 2004
First Union Securities, Inc January 2001 - April 2001
First Union Securities, Inc September 1990 - June 2000
Education
Austin Community College 1977 — 1979
Associate, Business
Deer Park High School 1971 — 1975
Liberal Arts
Texas Paralegal School
Morgan Stanley Smith Barney October 2006 - Present
Morgan Stanley Smith Barney October 2006 - Present
Wells Fargo Advisors October 2005 - August 2006
Wachovia Securities LLC January 2001 - October 2004
First Union Securities, Inc January 2001 - April 2001
First Union Securities, Inc September 1990 - June 2000
Education
Austin Community College 1977 — 1979
Associate, Business
Deer Park High School 1971 — 1975
Liberal Arts
Texas Paralegal School
Stuart Patton's Morgan Stanley Smith Barney Experience September 1981 - Present
Job Branch Manager, First Vice President at Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney September 1981 - Present
Ernst & Whinney July 1978 - September 1981
Skills
Series 7, Series 65, Wealth Management, Retirement Planning, Series 63
Education
Auburn University 1974 — 1978
BS, Accounting
Morgan Stanley Smith Barney September 1981 - Present
Ernst & Whinney July 1978 - September 1981
Skills
Series 7, Series 65, Wealth Management, Retirement Planning, Series 63
Education
Auburn University 1974 — 1978
BS, Accounting
Nicholas Moussalli's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Investment Portfolio Analyst at Regions Financial Corporation
Industry Banking
Experience
Regions Financial Corporation August 2013 - Present
Regions Financial Corporation February 2013 - August 2013
Regions Financial Corporation July 2012 - January 2013
Regions Financial Corporation June 2012 - July 2012
Morgan Stanley Smith Barney June 2011 - August 2011
United States Senate May 2011 - June 2011
Skills
Banking, Financial Analysis, Econometrics, Corporate Finance, Financial Reporting, Microsoft Excel, Risk Management, SQL*Plus, Management, Oracle, Essbase, Internal Audit, Credit Risk, Accounting, Wealth Management
Education
Auburn University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Economics, 3.95
Regions Financial Corporation August 2013 - Present
Regions Financial Corporation February 2013 - August 2013
Regions Financial Corporation July 2012 - January 2013
Regions Financial Corporation June 2012 - July 2012
Morgan Stanley Smith Barney June 2011 - August 2011
United States Senate May 2011 - June 2011
Skills
Banking, Financial Analysis, Econometrics, Corporate Finance, Financial Reporting, Microsoft Excel, Risk Management, SQL*Plus, Management, Oracle, Essbase, Internal Audit, Credit Risk, Accounting, Wealth Management
Education
Auburn University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Economics, 3.95
Randy Hartley's Morgan Stanley Smith Barney Experience February 2012 - Present
Job First Vice President Investments at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2012 - Present
Merrill Lynch July 1997 - February 2012
Education
Auburn University 1994 — 1997
Bachelors, Finance
University of California, Los Angeles 1992 — 1994
NA, Economics
Righetti High School 1989 — 1992
HS, NA
Morgan Stanley Smith Barney February 2012 - Present
Merrill Lynch July 1997 - February 2012
Education
Auburn University 1994 — 1997
Bachelors, Finance
University of California, Los Angeles 1992 — 1994
NA, Economics
Righetti High School 1989 — 1992
HS, NA
Brian MacKinnon's Morgan Stanley Smith Barney Experience September 2007 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Investment Management
Experience
Morgan Stanley Smith Barney September 2007 - Present
Bank of America June 2002 - September 2007
Education
Assumption College 1998 — 2002
BA, Finance
Boston College High School
Morgan Stanley Smith Barney September 2007 - Present
Bank of America June 2002 - September 2007
Education
Assumption College 1998 — 2002
BA, Finance
Boston College High School
Madison Evans's Morgan Stanley Smith Barney Experience February 2010 - March 2012
Job Investor Relations at OchZiff Capital Management
Industry Financial Services
Experience
Och-Ziff Capital Management August 2015 - Present
PIMCO March 2013 - August 2015
Prudential Investments March 2012 - March 2013
Morgan Stanley Smith Barney February 2010 - March 2012
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Auburn University 2005 — 2009
Finance
Universidad de Salamanca 2008 — 2008
Spanish
Och-Ziff Capital Management August 2015 - Present
PIMCO March 2013 - August 2015
Prudential Investments March 2012 - March 2013
Morgan Stanley Smith Barney February 2010 - March 2012
Education
New York University - Leonard N. Stern School of Business 2015 — 2017
Master of Business Administration (M.B.A.)
Auburn University 2005 — 2009
Finance
Universidad de Salamanca 2008 — 2008
Spanish
Renae Spehn's Morgan Stanley Smith Barney Experience March 2008 - September 2011
Job Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2014 - Present
Ameriprise Financial Services, Inc. September 2011 - September 2014
Morgan Stanley Smith Barney March 2008 - September 2011
Ameriprise Financial September 2007 - March 2008
Wells Fargo Investments January 2007 - May 2007
Piper Jaffray Inc. 1982 - 2006
Education
Augsburg College
Bachelor of Arts, Accounting
Merrill Lynch October 2014 - Present
Ameriprise Financial Services, Inc. September 2011 - September 2014
Morgan Stanley Smith Barney March 2008 - September 2011
Ameriprise Financial September 2007 - March 2008
Wells Fargo Investments January 2007 - May 2007
Piper Jaffray Inc. 1982 - 2006
Education
Augsburg College
Bachelor of Arts, Accounting
Christopher McAuley's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Actuarial Analyst at Humana
Industry Insurance
Experience
Humana September 2014 - Present
Ball State University January 2013 - May 2014
Ball State University August 2010 - May 2014
Ball State Daily News December 2010 - August 2013
Ball State University August 2011 - September 2012
Morgan Stanley Smith Barney June 2012 - August 2012
Ball State University January 2012 - May 2012
The Ball State Daily News December 2010 - May 2011
McAuley Mowing June 2007 - August 2010
Skills
Editing, Statistics, Microsoft Office, Tutoring, PowerPoint, Marketing, Time Management, Customer Service, Social Networking, Microsoft Excel, Data Analysis
Education
Ball State University 2010 — 2014
Bachelor's Degree, Actuarial Science & Finance, 3.174
Ball State University 2010 — 2014
Bachelor of Science (B.S.), Actuarial Science & Finance
Humana September 2014 - Present
Ball State University January 2013 - May 2014
Ball State University August 2010 - May 2014
Ball State Daily News December 2010 - August 2013
Ball State University August 2011 - September 2012
Morgan Stanley Smith Barney June 2012 - August 2012
Ball State University January 2012 - May 2012
The Ball State Daily News December 2010 - May 2011
McAuley Mowing June 2007 - August 2010
Skills
Editing, Statistics, Microsoft Office, Tutoring, PowerPoint, Marketing, Time Management, Customer Service, Social Networking, Microsoft Excel, Data Analysis
Education
Ball State University 2010 — 2014
Bachelor's Degree, Actuarial Science & Finance, 3.174
Ball State University 2010 — 2014
Bachelor of Science (B.S.), Actuarial Science & Finance
Marilyn Moore's Morgan Stanley Smith Barney Experience January 2000 - September 2005
Job Admin Asst/Division Coordinator at Azusa Pacific University
Industry Higher Education
Experience
Azusa Pacific University September 2005 - Present
Morgan Stanley Smith Barney January 2000 - September 2005
Clifford Swan Investment Counsel July 1988 - January 1998
Skills
Theology, Religion, Biblical Studies, Higher Education, Event Planning, Microsoft Office, Customer Service, Volunteer Management, Leadership Development
Education
Azusa Pacific University 2014 — 2017
Master's Degree, Organizational Leadership
Azusa Pacific University 2011 — 2012
BSOL, Organizational Leadership
Pasadena City College 1978 — 1983
AA, Business
California State University-Los Angeles 1979 — 1981
Business
Azusa Pacific University September 2005 - Present
Morgan Stanley Smith Barney January 2000 - September 2005
Clifford Swan Investment Counsel July 1988 - January 1998
Skills
Theology, Religion, Biblical Studies, Higher Education, Event Planning, Microsoft Office, Customer Service, Volunteer Management, Leadership Development
Education
Azusa Pacific University 2014 — 2017
Master's Degree, Organizational Leadership
Azusa Pacific University 2011 — 2012
BSOL, Organizational Leadership
Pasadena City College 1978 — 1983
AA, Business
California State University-Los Angeles 1979 — 1981
Business
Chad McBride's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Deputy County Attorney Maricopa County Attorney's Office
Industry Legal Services
Experience
Morgan Stanley Smith Barney 2010 - 2011
Capstone Consulting, LLC 2008 - 2010
DANA LAW FIRM 2007 - 2008
Education
University of Florida - Fredric G. Levin College of Law 2006 — 2007
Master of Laws (LL.M.), Taxation
Gonzaga University School of Law 2003 — 2006
Doctor of Law (J.D.)
Gonzaga University - School of Business Administration 2004 — 2006
Master of Business Administration (M.B.A.)
Arizona State University 2000 — 2003
Bachelor of Science (BS), Economics
Morgan Stanley Smith Barney 2010 - 2011
Capstone Consulting, LLC 2008 - 2010
DANA LAW FIRM 2007 - 2008
Education
University of Florida - Fredric G. Levin College of Law 2006 — 2007
Master of Laws (LL.M.), Taxation
Gonzaga University School of Law 2003 — 2006
Doctor of Law (J.D.)
Gonzaga University - School of Business Administration 2004 — 2006
Master of Business Administration (M.B.A.)
Arizona State University 2000 — 2003
Bachelor of Science (BS), Economics
Lisa Wiseman's Morgan Stanley Smith Barney Experience April 2005 - April 2015
Job Financial Advisor at BlueCreek Investment Partners
Industry Financial Services
Experience
BlueCreek Investment Partners May 2015 - Present
Morgan Stanley Smith Barney April 2005 - April 2015
Merrill Lynch July 1995 - April 2005
Skills
Series 7, Retirement Planning, Wealth Management, 401k Rollovers, Investment Advisory, Series 63, Asset Allocation, Series 65, Saving for Education, Mutual Funds, Investment Strategies, 529 Plans, Alternative Investments, Municipal Bonds, Strategic Financial...
Education
Auburn University 1989 — 1991
BS, Finance
Auburn University 1989 — 1991
Bachelor of Science (B.S.), Finance, General
BlueCreek Investment Partners May 2015 - Present
Morgan Stanley Smith Barney April 2005 - April 2015
Merrill Lynch July 1995 - April 2005
Skills
Series 7, Retirement Planning, Wealth Management, 401k Rollovers, Investment Advisory, Series 63, Asset Allocation, Series 65, Saving for Education, Mutual Funds, Investment Strategies, 529 Plans, Alternative Investments, Municipal Bonds, Strategic Financial...
Education
Auburn University 1989 — 1991
BS, Finance
Auburn University 1989 — 1991
Bachelor of Science (B.S.), Finance, General
Moira Wellons's Morgan Stanley Smith Barney Experience September 2007 - January 2012
Job Compliance Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2007 - January 2012
ADP July 2006 - August 2007
A.L.D. Enterprises LLC July 2002 - July 2006
Legacy Unlimited LLC dba Legacy Investors Services LLC November 1998 - July 2002
Legg Mason January 1995 - October 1998
Skills
Microsoft Office, Quick books, PeopleSoft, Salesforce, Securities Back Office..., Customer Service, Training, Financial Analysis, Employee Benefits, Securities, Finance, Insurance, Mutual Funds
Education
Yorktowne Business Institute 1988 — 1989
Certificate, Accounting
Baltimore City Community College
Business Administration and Management, General
Morgan Stanley Smith Barney September 2007 - January 2012
ADP July 2006 - August 2007
A.L.D. Enterprises LLC July 2002 - July 2006
Legacy Unlimited LLC dba Legacy Investors Services LLC November 1998 - July 2002
Legg Mason January 1995 - October 1998
Skills
Microsoft Office, Quick books, PeopleSoft, Salesforce, Securities Back Office..., Customer Service, Training, Financial Analysis, Employee Benefits, Securities, Finance, Insurance, Mutual Funds
Education
Yorktowne Business Institute 1988 — 1989
Certificate, Accounting
Baltimore City Community College
Business Administration and Management, General
Joseph Golson's Morgan Stanley Smith Barney Experience July 2011 - June 2012
Job Client Relationship Associate at Vanguard
Industry Financial Services
Experience
Vanguard February 2013 - Present
Morgan Stanley Smith Barney July 2011 - June 2012
GlaxoSmithKline January 2008 - July 2010
GlaxoSmithKline May 1999 - December 2007
GlaxoSmithKline June 1987 - May 1999
GlaxoSmithKline January 1981 - May 1987
Skills
High Achiever, Goal Oriented, Work Ethic, Highly Dedicated, Integrity, Value Based Selling, Relationship Management, Communication, Problem Solving, Networking, Organization, Fast Learner, Data Analysis, Pharmaceutical Industry, Business Development, Management, Marketing Strategy, Sales, Cold Calling, Business Planning, Strategy, Sales Operations, Marketing
Education
University of Phoenix 1996 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
Arizona State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Vanguard February 2013 - Present
Morgan Stanley Smith Barney July 2011 - June 2012
GlaxoSmithKline January 2008 - July 2010
GlaxoSmithKline May 1999 - December 2007
GlaxoSmithKline June 1987 - May 1999
GlaxoSmithKline January 1981 - May 1987
Skills
High Achiever, Goal Oriented, Work Ethic, Highly Dedicated, Integrity, Value Based Selling, Relationship Management, Communication, Problem Solving, Networking, Organization, Fast Learner, Data Analysis, Pharmaceutical Industry, Business Development, Management, Marketing Strategy, Sales, Cold Calling, Business Planning, Strategy, Sales Operations, Marketing
Education
University of Phoenix 1996 — 1998
Master of Business Administration (M.B.A.), Business Administration and Management, General
Arizona State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Scott March's Morgan Stanley Smith Barney Experience May 2005 - Present
Job Vice President Complex Risk Officer at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2005 - Present
Lehman Brothers October 1996 - May 2005
Skills
Strategic Financial..., Capital Markets, Financial Analysis, Financial Services, ETFs, Investment Banking, Financial Modeling, Investment Strategies, Financial Markets, Retirement Planning, Financial Advisory, Banking, Financial Risk, Risk Management, Derivatives, Credit, Trading
Education
Arizona State University, W. P. Carey School of Business 1988 — 1992
Bachelor of Science (BS), Business Administration, Management and Operations
xxx 1988 — 1992
Morgan Stanley Smith Barney May 2005 - Present
Lehman Brothers October 1996 - May 2005
Skills
Strategic Financial..., Capital Markets, Financial Analysis, Financial Services, ETFs, Investment Banking, Financial Modeling, Investment Strategies, Financial Markets, Retirement Planning, Financial Advisory, Banking, Financial Risk, Risk Management, Derivatives, Credit, Trading
Education
Arizona State University, W. P. Carey School of Business 1988 — 1992
Bachelor of Science (BS), Business Administration, Management and Operations
xxx 1988 — 1992
Elizabeth Silver's Morgan Stanley Smith Barney Experience Vice President Financial AdvisorUBS Wealth ManagementJanuary 2004 - February 2008
Job Vice President | Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney Vice President Financial AdvisorUBS Wealth ManagementJanuary 2004 - February 2008
Education
Arizona State University
Bachelor of Science (BS)
Morgan Stanley Smith Barney Vice President Financial AdvisorUBS Wealth ManagementJanuary 2004 - February 2008
Education
Arizona State University
Bachelor of Science (BS)
Leo Karas's Morgan Stanley Smith Barney Experience 2009 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Citi 2012 - 2013
Morgan Stanley Smith Barney 2009 - 2012
Smith Barney (Citigroup) 2004 - 2009
Morgan Stanley 2001 - 2003
Morgan Stanley 1998 - 2001
Skills
Programming, Web Design & Development, Database Management, Financial Systems..., Visio, COBOL, COBOLII, FINRA Compliance, Application Support, Production Support, UAT & Production Testing, Client Support, Training & Mentoring of..., Systems Migrations, Accounting, Generation of Manuals..., FTP, FTPS, SFTP, Mainframe
Education
City University of New York-Brooklyn College
Bachelor of Science (BS), Accounting
Morgan Stanley Continuing Education Program
ASA Institute of Business and Computer Technology
Computer Science
Citi 2012 - 2013
Morgan Stanley Smith Barney 2009 - 2012
Smith Barney (Citigroup) 2004 - 2009
Morgan Stanley 2001 - 2003
Morgan Stanley 1998 - 2001
Skills
Programming, Web Design & Development, Database Management, Financial Systems..., Visio, COBOL, COBOLII, FINRA Compliance, Application Support, Production Support, UAT & Production Testing, Client Support, Training & Mentoring of..., Systems Migrations, Accounting, Generation of Manuals..., FTP, FTPS, SFTP, Mainframe
Education
City University of New York-Brooklyn College
Bachelor of Science (BS), Accounting
Morgan Stanley Continuing Education Program
ASA Institute of Business and Computer Technology
Computer Science
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.