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
Maureen Carney Maureen Carney's Morgan Stanley Smith Barney Experience July 2008 - July 2012
Job Relationship Manager/Wealth Strategist at HighTower Advisors The Lerner Group
Industry Financial Services
Experience
HighTower Advisors - The Lerner Group October 2014 - Present
HighTower Advisors - The Lerner Group July 2012 - Present
Morgan Stanley Smith Barney July 2008 - July 2012
Morgan Stanley September 2006 - July 2008
Skills
Investments, Series 7, Wealth Management, Portfolio Management, Investment Advisory, Mutual Funds, Alternative Investments, Securities, Financial Planning, Risk Management, Finance
Education
Loyola University Chicago
Bachelor of Arts (B.A.), Business Adminstration
HighTower Advisors - The Lerner Group October 2014 - Present
HighTower Advisors - The Lerner Group July 2012 - Present
Morgan Stanley Smith Barney July 2008 - July 2012
Morgan Stanley September 2006 - July 2008
Skills
Investments, Series 7, Wealth Management, Portfolio Management, Investment Advisory, Mutual Funds, Alternative Investments, Securities, Financial Planning, Risk Management, Finance
Education
Loyola University Chicago
Bachelor of Arts (B.A.), Business Adminstration
Meagan Sharif Meagan Sharif's Morgan Stanley Smith Barney Experience May 2010 - August 2012
Job Associate Consultant at eVOC Insights, LLC
Industry Research
Experience
SubArt November 2014 - July 2015
Polyglot Foreign Languages Journal September 2012 - May 2013
Morgan Stanley Smith Barney May 2010 - August 2012
Valley International Academy June 2011 - August 2011
Skills
Non-profits, Research, Community Outreach, Fundraising, Event Planning, Sociology, Volunteer Management, Qualitative Research, Social Media, Microsoft Office, Cultural Anthropology, International Relations, Policy Analysis, Grant Writing, Nonprofits
Education
University of Surrey 2013 — 2014
Master of Science (MS) with Merit, Environmental Psychology
Lewis and Clark College 2009 — 2013
Bachelor of Arts (BA), Sociology and Anthropology
Summit Preparatory Charter High School 2006 — 2009
SubArt November 2014 - July 2015
Polyglot Foreign Languages Journal September 2012 - May 2013
Morgan Stanley Smith Barney May 2010 - August 2012
Valley International Academy June 2011 - August 2011
Skills
Non-profits, Research, Community Outreach, Fundraising, Event Planning, Sociology, Volunteer Management, Qualitative Research, Social Media, Microsoft Office, Cultural Anthropology, International Relations, Policy Analysis, Grant Writing, Nonprofits
Education
University of Surrey 2013 — 2014
Master of Science (MS) with Merit, Environmental Psychology
Lewis and Clark College 2009 — 2013
Bachelor of Arts (BA), Sociology and Anthropology
Summit Preparatory Charter High School 2006 — 2009
Jodi Guralnick Jodi Guralnick's Morgan Stanley Smith Barney Experience January 1989 - January 1991
Job Financial Planning
Industry Investment Management
Experience
A Loving Home LLP January 2000 - July 2013
Merrill Lynch September 1992 - June 2000
Morgan Stanley Smith Barney January 1989 - January 1991
Skills
Business Strategy, Marketing Strategy, Sales Management, Start-ups, New Business Development, Financial Analysis, Entrepreneurship, Marketing, Mergers & Acquisitions, Leadership, Competitive Analysis, Budgets, Market Research, Contract Negotiation, Business Development, Management, Finance, Customer Service, Portfolio Management, Public Speaking
Education
New York University 2014 — 2015
LIU Post
BA and BS, ECONOMICS AND FINANCE
A Loving Home LLP January 2000 - July 2013
Merrill Lynch September 1992 - June 2000
Morgan Stanley Smith Barney January 1989 - January 1991
Skills
Business Strategy, Marketing Strategy, Sales Management, Start-ups, New Business Development, Financial Analysis, Entrepreneurship, Marketing, Mergers & Acquisitions, Leadership, Competitive Analysis, Budgets, Market Research, Contract Negotiation, Business Development, Management, Finance, Customer Service, Portfolio Management, Public Speaking
Education
New York University 2014 — 2015
LIU Post
BA and BS, ECONOMICS AND FINANCE
Alex Casey Alex Casey's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Analyst at Lexington Partners
Industry Financial Services
Experience
Lexington Partners March 2014 - Present
Grant Thornton LLP October 2011 - March 2014
WeiserMazars LLP June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Education
Lehigh University 2010 — 2011
Masters, Accounting & Information Analysis
Lehigh University - College of Business and Economics 2006 — 2010
Bachelors, Accounting & Finance
Lexington Partners March 2014 - Present
Grant Thornton LLP October 2011 - March 2014
WeiserMazars LLP June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Education
Lehigh University 2010 — 2011
Masters, Accounting & Information Analysis
Lehigh University - College of Business and Economics 2006 — 2010
Bachelors, Accounting & Finance
Lauren Fessak Lauren Fessak's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Investment Banking Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Aflac May 2011 - August 2011
Diversified Fabricated Products June 2010 - August 2010
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Bachelor of Science (B.S.), Finance
Loyola College in Maryland 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Morgan Stanley June 2014 - Present
Morgan Stanley June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Aflac May 2011 - August 2011
Diversified Fabricated Products June 2010 - August 2010
Education
New York University - Leonard N. Stern School of Business 2012 — 2014
Bachelor of Science (B.S.), Finance
Loyola College in Maryland 2010 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Donna Shin, MBA Donna Shin, MBA's Morgan Stanley Smith Barney Experience March 2011 - November 2011
Job Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2015 - Present
Morgan Stanley Wealth Management November 2011 - February 2015
Morgan Stanley Smith Barney March 2011 - November 2011
Wind Consulting USA February 2011 - November 2011
Chicago Korean American Chamber of Commerce April 2010 - January 2011
American Scrap Materials Inc May 2009 - January 2010
Meridian Group International, Inc. May 2007 - January 2010
Vortex Staffing August 2009 - December 2009
Skills
Customer Service, Analysis, Microsoft Excel, Microsoft Office, Sales, Event Planning, Social Media Marketing, Cold Calling, Marketing Strategy, Bilingual - Korean, Asset Allocation, Mutual Funds, Alternative Investments, Team Leadership, Communication, Vendor Relationships, Oral Communications, Strategic Financial..., Written Skills, Sales Presentations, Direct Sales, Sales Management, Calculus, Contract Negotiation, Customer Relations, Training & Development, Hiring, Series 7, Series 66
Education
Loyola University of Chicago - Graduate School of Business 2010 — 2011
MBA, Finance
Loyola University of Chicago 2006 — 2010
BBA, International Business, Marketing
Sogang University 2008 — 2008
Study Abroad, Business
Lake Forest High School 2002 — 2006
Merrill Lynch February 2015 - Present
Morgan Stanley Wealth Management November 2011 - February 2015
Morgan Stanley Smith Barney March 2011 - November 2011
Wind Consulting USA February 2011 - November 2011
Chicago Korean American Chamber of Commerce April 2010 - January 2011
American Scrap Materials Inc May 2009 - January 2010
Meridian Group International, Inc. May 2007 - January 2010
Vortex Staffing August 2009 - December 2009
Skills
Customer Service, Analysis, Microsoft Excel, Microsoft Office, Sales, Event Planning, Social Media Marketing, Cold Calling, Marketing Strategy, Bilingual - Korean, Asset Allocation, Mutual Funds, Alternative Investments, Team Leadership, Communication, Vendor Relationships, Oral Communications, Strategic Financial..., Written Skills, Sales Presentations, Direct Sales, Sales Management, Calculus, Contract Negotiation, Customer Relations, Training & Development, Hiring, Series 7, Series 66
Education
Loyola University of Chicago - Graduate School of Business 2010 — 2011
MBA, Finance
Loyola University of Chicago 2006 — 2010
BBA, International Business, Marketing
Sogang University 2008 — 2008
Study Abroad, Business
Lake Forest High School 2002 — 2006
Jeff Heiner Jeff Heiner's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Capital Markets Analyst at CIT
Industry Financial Services
Experience
CIT June 2014 - Present
Grant Thornton LLP June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Skills
Microsoft Excel, Valuation, Finance, Derivatives, Bloomberg Terminal, Financial Analysis, Capital IQ
Education
Lehigh University 2010 — 2014
Bachelor of Science (B.S.), Finance and Accounting, Engineering Minor
CIT June 2014 - Present
Grant Thornton LLP June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Skills
Microsoft Excel, Valuation, Finance, Derivatives, Bloomberg Terminal, Financial Analysis, Capital IQ
Education
Lehigh University 2010 — 2014
Bachelor of Science (B.S.), Finance and Accounting, Engineering Minor
Jennifer Taranto Jennifer Taranto's Morgan Stanley Smith Barney Experience April 2010 - June 2011
Job Sales Representative at My Doctors Choice
Industry Medical Devices
Experience
My Doctors Choice November 2014 - Present
Wright Medical Technology July 2013 - August 2014
AiRISTA June 2011 - July 2013
Morgan Stanley Smith Barney April 2010 - June 2011
McAllister and Co. Insurance December 2009 - March 2010
Morgan Stanley Smith Barney June 2009 - November 2009
Skills
Integration, Customer Service, Direct Sales, Sales, Sales Management, Account Management, New Business Development, Telecommunications, Healthcare, Team Leadership, Selling, Salesforce.com, Business Development, Solution Selling, Sales Operations, CRM, Cold Calling, Product Management, Sales Process, Cross-functional Team..., Sales Presentations, SaaS, Cloud Computing
Education
Le Moyne College 2005 — 2009
Bachelor, Finance and Information Systems
My Doctors Choice November 2014 - Present
Wright Medical Technology July 2013 - August 2014
AiRISTA June 2011 - July 2013
Morgan Stanley Smith Barney April 2010 - June 2011
McAllister and Co. Insurance December 2009 - March 2010
Morgan Stanley Smith Barney June 2009 - November 2009
Skills
Integration, Customer Service, Direct Sales, Sales, Sales Management, Account Management, New Business Development, Telecommunications, Healthcare, Team Leadership, Selling, Salesforce.com, Business Development, Solution Selling, Sales Operations, CRM, Cold Calling, Product Management, Sales Process, Cross-functional Team..., Sales Presentations, SaaS, Cloud Computing
Education
Le Moyne College 2005 — 2009
Bachelor, Finance and Information Systems
Andrew Einhorn Andrew Einhorn's Morgan Stanley Smith Barney Experience February 2011 - December 2011
Job Sales Manager and Internet Director at Irvine BMW
Industry Automotive
Experience
Irvine BMW November 2013 - Present
Irvine BMW May 2013 - Present
Irvine BMW July 2012 - Present
Irvine BMW November 2011 - Present
Morgan Stanley Smith Barney February 2011 - December 2011
Jim Falk Lexus of Beverly Hills June 2006 - December 2010
Wilshire Blvd Temple Camps 2002 - 2005
Standing Patt Music 2003 - 2004
Skills
Automobile, Automotive, Vehicles, Customer Service, Automotive Aftermarket, Sales, E-commerce, Negotiation, Customer Retention, Sales Management, Profit, New Business Development, Account Management, Warranty, Team Building, Customer Satisfaction, Management, Sales Process
Education
The George Washington University 2001 — 2007
Los Angeles Pierce College 2003 — 2006
The Buckley School 1997 — 2001
Sierra canyon
Irvine BMW November 2013 - Present
Irvine BMW May 2013 - Present
Irvine BMW July 2012 - Present
Irvine BMW November 2011 - Present
Morgan Stanley Smith Barney February 2011 - December 2011
Jim Falk Lexus of Beverly Hills June 2006 - December 2010
Wilshire Blvd Temple Camps 2002 - 2005
Standing Patt Music 2003 - 2004
Skills
Automobile, Automotive, Vehicles, Customer Service, Automotive Aftermarket, Sales, E-commerce, Negotiation, Customer Retention, Sales Management, Profit, New Business Development, Account Management, Warranty, Team Building, Customer Satisfaction, Management, Sales Process
Education
The George Washington University 2001 — 2007
Los Angeles Pierce College 2003 — 2006
The Buckley School 1997 — 2001
Sierra canyon
Erica Zarlenga Erica Zarlenga's Morgan Stanley Smith Barney Experience February 2009 - August 2009
Job Front Office Supervisor
Industry International Affairs
Experience
Omni Hotels & Resorts January 2015 - Present
Omni Hotels June 2014 - January 2015
Yogurt Treats LLC March 2013 - June 2014
JB Alberto's 2011 - 2012
International Affairs Council of North Carolina May 2011 - August 2011
Snip-its Hair Salon May 2011 - August 2011
Morgan Stanley Smith Barney February 2009 - August 2009
Skills
French, English, Basic Arabic Language, Hospitality, International Relations, Customer Service, Social Media, Administration, PowerPoint, Intercultural..., Microsoft Office
Education
School for International Training 2011 — 2011
Study Abroad, Tunis, Tunisia
Loyola University of Chicago 2008 — 2011
Bachelor of Arts (B.A.), International/Global Studies, French Language, 3.67 Grade Point Average
Université de Provence Aix-Marseille 2010 — 2010
Study Abroad, French Language
Omni Hotels & Resorts January 2015 - Present
Omni Hotels June 2014 - January 2015
Yogurt Treats LLC March 2013 - June 2014
JB Alberto's 2011 - 2012
International Affairs Council of North Carolina May 2011 - August 2011
Snip-its Hair Salon May 2011 - August 2011
Morgan Stanley Smith Barney February 2009 - August 2009
Skills
French, English, Basic Arabic Language, Hospitality, International Relations, Customer Service, Social Media, Administration, PowerPoint, Intercultural..., Microsoft Office
Education
School for International Training 2011 — 2011
Study Abroad, Tunis, Tunisia
Loyola University of Chicago 2008 — 2011
Bachelor of Arts (B.A.), International/Global Studies, French Language, 3.67 Grade Point Average
Université de Provence Aix-Marseille 2010 — 2010
Study Abroad, French Language
Kevin Deutsch's Morgan Stanley Smith Barney Experience February 1999 - March 2010
Job Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors LLC March 2010 - Present
Morgan Stanley Smith Barney February 1999 - March 2010
Merrill Lynch April 1993 - January 1999
Barclays January 1991 - March 1993
National Westminster Bank July 1988 - December 1990
Chase Manhattan Bank July 1978 - June 1988
Skills
Retirement Planning, 401k, 401k Rollovers, Wealth Management, Investments, Series 7, Series 63, Finance, Asset Allocation, Securities, Mutual Funds, Investment Advisory, Alternative Investments, Investment Strategies, Strategic Financial..., Financial Services
Education
Rutgers University 1980 — 1984
Master of Business Administration (MBA)
Lehigh University 1974 — 1978
Bachelor of Science (BS), Accounting and Finance
Minisink Valley 1970 — 1974
Wells Fargo Advisors LLC March 2010 - Present
Morgan Stanley Smith Barney February 1999 - March 2010
Merrill Lynch April 1993 - January 1999
Barclays January 1991 - March 1993
National Westminster Bank July 1988 - December 1990
Chase Manhattan Bank July 1978 - June 1988
Skills
Retirement Planning, 401k, 401k Rollovers, Wealth Management, Investments, Series 7, Series 63, Finance, Asset Allocation, Securities, Mutual Funds, Investment Advisory, Alternative Investments, Investment Strategies, Strategic Financial..., Financial Services
Education
Rutgers University 1980 — 1984
Master of Business Administration (MBA)
Lehigh University 1974 — 1978
Bachelor of Science (BS), Accounting and Finance
Minisink Valley 1970 — 1974
Fred Pierce CFA® CFP® Fred Pierce CFA® CFP®'s Morgan Stanley Smith Barney Experience August 1995 - April 2012
Job Senior Vice President Wealth Management, Senior Portfolio Manager at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services Inc April 2012 - Present
Morgan Stanley Smith Barney August 1995 - April 2012
Citigroup Global Markets 1992 - 1995
Salomon Brothers 1989 - 1992
Price Waterhouse Inc. 1986 - 1989
Education
Lehigh University 1982 — 1986
Bachelor of Science (B.S.), Accounting and Finance
Delbarton School 1978 — 1982
UBS Financial Services Inc April 2012 - Present
Morgan Stanley Smith Barney August 1995 - April 2012
Citigroup Global Markets 1992 - 1995
Salomon Brothers 1989 - 1992
Price Waterhouse Inc. 1986 - 1989
Education
Lehigh University 1982 — 1986
Bachelor of Science (B.S.), Accounting and Finance
Delbarton School 1978 — 1982
Andrea Caruso Andrea Caruso's Morgan Stanley Smith Barney Experience June 1999 - September 1999
Job Vice President at S&P Capital IQ
Industry Financial Services
Experience
McGraw Hill Financial May 2011 - Present
Corporate Executive Board July 2007 - May 2011
Corporate Executive Board July 2006 - June 2007
AOL September 2004 - June 2006
AOL - Web Properties March 2004 - August 2004
Telefonica - O2 UK August 2001 - August 2002
Roland Berger Strategy Consultants September 2000 - August 2001
Morgan Stanley Smith Barney June 1999 - September 1999
Technip 1997 - 1998
Snamprogetti - UK March 1996 - March 1997
Skills
Product Management, Business Strategy, Business Development, Product Marketing, Strategic Planning, Team Management, General Management, Structured Finance, Digital Strategy, Information ar, Content Strategy, Team Leadership, Strategic Leadership, Information services, Mobile..., Management Consulting, Supply Chain Risk..., Credit Risk, Capital IQ, Ratings, Commercial Lending, Management, Performance Motivation, Creative Direction, Project Management, Strategy, Strategic Partnerships, Product Development, Vendor Management, Business Planning, Executive Management
Education
London Business School 1998 — 2000
MBA, Finance, Strategy, Entrepreunership
Università degli Studi di Napoli 'Federico II' 1989 — 1995
Laurea Degree (MS), Electrical Engineering
McGraw Hill Financial May 2011 - Present
Corporate Executive Board July 2007 - May 2011
Corporate Executive Board July 2006 - June 2007
AOL September 2004 - June 2006
AOL - Web Properties March 2004 - August 2004
Telefonica - O2 UK August 2001 - August 2002
Roland Berger Strategy Consultants September 2000 - August 2001
Morgan Stanley Smith Barney June 1999 - September 1999
Technip 1997 - 1998
Snamprogetti - UK March 1996 - March 1997
Skills
Product Management, Business Strategy, Business Development, Product Marketing, Strategic Planning, Team Management, General Management, Structured Finance, Digital Strategy, Information ar, Content Strategy, Team Leadership, Strategic Leadership, Information services, Mobile..., Management Consulting, Supply Chain Risk..., Credit Risk, Capital IQ, Ratings, Commercial Lending, Management, Performance Motivation, Creative Direction, Project Management, Strategy, Strategic Partnerships, Product Development, Vendor Management, Business Planning, Executive Management
Education
London Business School 1998 — 2000
MBA, Finance, Strategy, Entrepreunership
Università degli Studi di Napoli 'Federico II' 1989 — 1995
Laurea Degree (MS), Electrical Engineering
Yesenia Gomez Yesenia Gomez's Morgan Stanley Smith Barney Experience November 2000 - December 2001
Job at Credit Agricole CIB
Industry Financial Services
Experience
Credit Agricole CIB June 2011 - Present
Credit Agricole CIB October 2010 - June 2011
BGC Partners, Inc July 2005 - September 2010
Morgan Stanley & Co October 2004 - July 2005
Lombard Odier Darier Hentsch & Cie January 2002 - May 2004
Morgan Stanley Smith Barney November 2000 - December 2001
Shearman & Sterling LLP July 1997 - November 2000
Skills
Microsoft Office, Business Objects, Web Intelligence, Crystal Reports, Bloomberg, Salesforce.com, MS Project, Project Management, NYS Notary Public, LexisNexis, Equities, Market Data, Business Analysis, Electronic Trading, Risk Management, Trading Systems, Investment Banking
Education
LIU Brooklyn 2015 — 2015
Paralegal Studies Certificate
New York University 2008 — 2008
Business Project Management Certificate
Long Island University 1998 — 2003
Bachelor of Science, Finance
Credit Agricole CIB June 2011 - Present
Credit Agricole CIB October 2010 - June 2011
BGC Partners, Inc July 2005 - September 2010
Morgan Stanley & Co October 2004 - July 2005
Lombard Odier Darier Hentsch & Cie January 2002 - May 2004
Morgan Stanley Smith Barney November 2000 - December 2001
Shearman & Sterling LLP July 1997 - November 2000
Skills
Microsoft Office, Business Objects, Web Intelligence, Crystal Reports, Bloomberg, Salesforce.com, MS Project, Project Management, NYS Notary Public, LexisNexis, Equities, Market Data, Business Analysis, Electronic Trading, Risk Management, Trading Systems, Investment Banking
Education
LIU Brooklyn 2015 — 2015
Paralegal Studies Certificate
New York University 2008 — 2008
Business Project Management Certificate
Long Island University 1998 — 2003
Bachelor of Science, Finance
Bella Merimsky Bella Merimsky's Morgan Stanley Smith Barney Experience February 2011 - October 2012
Job Tax Operations Professional
Industry Financial Services
Experience
Deutsche Bank August 2014 - Present
Barclays Capital October 2012 - August 2014
Morgan Stanley Smith Barney February 2011 - October 2012
Morgan Stanley Smith Barney December 2009 - February 2011
Morgan Stanley July 2007 - December 2009
Skills
Prime Brokerage, Tax, Fixed Income, Securities, Bloomberg, Equities, Bonds, Options, Mutual Funds, Financial Services, Corporate Actions, Portfolio Management, Asset Management, Wealth Management, Investments
Education
Lehigh University 2003 — 2007
Bachelor of Arts (B.A.), French Language and Literature
Lehigh University - College of Business and Economics 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Finance, General
Deutsche Bank August 2014 - Present
Barclays Capital October 2012 - August 2014
Morgan Stanley Smith Barney February 2011 - October 2012
Morgan Stanley Smith Barney December 2009 - February 2011
Morgan Stanley July 2007 - December 2009
Skills
Prime Brokerage, Tax, Fixed Income, Securities, Bloomberg, Equities, Bonds, Options, Mutual Funds, Financial Services, Corporate Actions, Portfolio Management, Asset Management, Wealth Management, Investments
Education
Lehigh University 2003 — 2007
Bachelor of Arts (B.A.), French Language and Literature
Lehigh University - College of Business and Economics 2003 — 2007
Bachelor of Applied Science (B.A.Sc.), Finance, General
Evan Modiste's Morgan Stanley Smith Barney Experience January 2012 - December 2012
Job evanmodiste.com
Industry Writing and Editing
Experience
Richmond American Homes June 2015 - Present
Professional Education Services (PES) September 2014 - June 2015
Nabthat May 2014 - August 2014
3D4E January 2014 - August 2014
Loyola Marymount University May 2013 - August 2013
Morgan Stanley Smith Barney January 2012 - December 2012
Equilibrium Vinyl Co. November 2010 - October 2012
Loyola Marymount University September 2010 - May 2011
Skills
Microsoft Excel, Accounting, Financial Analysis, Microsoft Office, Investments, Financial Statement..., Forecasting, Customer Service, Finance, Budgets, QuickBooks, Outlook, Financial Reporting, Auditing, Financial Statements, Soccer, Drawing, AutoCAD Architecture
Education
Loyola Marymount University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Sierra College 2008 — 2010
Accounting
Richmond American Homes June 2015 - Present
Professional Education Services (PES) September 2014 - June 2015
Nabthat May 2014 - August 2014
3D4E January 2014 - August 2014
Loyola Marymount University May 2013 - August 2013
Morgan Stanley Smith Barney January 2012 - December 2012
Equilibrium Vinyl Co. November 2010 - October 2012
Loyola Marymount University September 2010 - May 2011
Skills
Microsoft Excel, Accounting, Financial Analysis, Microsoft Office, Investments, Financial Statement..., Forecasting, Customer Service, Finance, Budgets, QuickBooks, Outlook, Financial Reporting, Auditing, Financial Statements, Soccer, Drawing, AutoCAD Architecture
Education
Loyola Marymount University 2010 — 2014
Bachelor of Business Administration (B.B.A.), Finance
Sierra College 2008 — 2010
Accounting
Patrick Haffey Patrick Haffey's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Senior Underwriter at Comerica Bank and MBA Candidate at Loyola Marymount University
Industry Financial Services
Experience
Comerica Bank July 2013 - Present
Mid-States Capital, LLC August 2011 - February 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Azimuth Capital Management, LLC May 2010 - August 2010
Skills
Financial Analysis, Equity Research, Excel, Online Marketing, Financial Accounting, Microsoft Office, Bloomberg, Thomson One, Axis, Equity Valuation, Forecasting, Financial Modeling, Microsoft Excel, Valuation, MS Excel Pivot Tables, Vlookup, Finance, Corporate Finance
Education
Loyola Marymount University 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship
Michigan State University 2007 — 2011
BA, Finance, Cumulative GPA of 3.34
Comerica Bank July 2013 - Present
Mid-States Capital, LLC August 2011 - February 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Azimuth Capital Management, LLC May 2010 - August 2010
Skills
Financial Analysis, Equity Research, Excel, Online Marketing, Financial Accounting, Microsoft Office, Bloomberg, Thomson One, Axis, Equity Valuation, Forecasting, Financial Modeling, Microsoft Excel, Valuation, MS Excel Pivot Tables, Vlookup, Finance, Corporate Finance
Education
Loyola Marymount University 2013 — 2015
Master of Business Administration (MBA), Entrepreneurship
Michigan State University 2007 — 2011
BA, Finance, Cumulative GPA of 3.34
Glenda Mock, AIF®, CRPS®'s Morgan Stanley Smith Barney Experience March 1987 - February 2009
Job Fiduciary Advisor, Consultant and President at Innovative Retirement Plan Solutions
Industry Financial Services
Experience
Innovative Retirement Plan Solutions February 2013 - Present
CPA Firm offering Financial Services January 2011 - November 2012
Wayfarer Resort January 2009 - August 2010
Morgan Stanley Smith Barney March 1987 - February 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Coaching, Strategic Planning, Time Management, Blogging, Training, Social Networking, Management, Social Media, Budgets, Editing, Teamwork, Data Entry, Data Analysis, Event Planning, Analysis, Access, Team Leadership, Leadership, Negotiation, Team Building, Project Planning, Sales, Retirement Planning, Small Business, Investments
Education
Center for Fiduciary Studies
Accredited Investment Fiduciary®, Fiduciary Practices
Institute of Financial Education
Retirement Plans
Lane Community College 1991 — 1994
Business/Corporate Communications, Administration and Mathematics
Innovative Retirement Plan Solutions February 2013 - Present
CPA Firm offering Financial Services January 2011 - November 2012
Wayfarer Resort January 2009 - August 2010
Morgan Stanley Smith Barney March 1987 - February 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Teaching, HTML, Public Speaking, Coaching, Strategic Planning, Time Management, Blogging, Training, Social Networking, Management, Social Media, Budgets, Editing, Teamwork, Data Entry, Data Analysis, Event Planning, Analysis, Access, Team Leadership, Leadership, Negotiation, Team Building, Project Planning, Sales, Retirement Planning, Small Business, Investments
Education
Center for Fiduciary Studies
Accredited Investment Fiduciary®, Fiduciary Practices
Institute of Financial Education
Retirement Plans
Lane Community College 1991 — 1994
Business/Corporate Communications, Administration and Mathematics
Susan K. Roemhildt's Morgan Stanley Smith Barney Experience July 2006 - December 2009
Job Client Relationship Management
Industry Financial Services
Experience
LPL Financial (Local Branch Office) October 2012 - July 2015
Waddell & Reed January 2010 - August 2012
Morgan Stanley- Smith Barney July 2006 - December 2009
ATG /Escheleon - now Integra July 2000 - July 2005
Business Telcom June 1999 - June 2000
Central Oregon Community College/ Family Resource Network September 1995 - June 1997
Economic Opportunity Committee of Clark County (HEADSTART) September 1989 - June 1995
Skills
Marketing, Customer Service, Training, Para-planning, Series 7, Series 66
Education
Oregon State University 1985 — 1989
Bachelor of Science (B.S.), Human Development, Family Studies, and Related Services
Linn-Benton Community College 1982 — 1983
Agriculture, General
Harrisburg High School
LPL Financial (Local Branch Office) October 2012 - July 2015
Waddell & Reed January 2010 - August 2012
Morgan Stanley- Smith Barney July 2006 - December 2009
ATG /Escheleon - now Integra July 2000 - July 2005
Business Telcom June 1999 - June 2000
Central Oregon Community College/ Family Resource Network September 1995 - June 1997
Economic Opportunity Committee of Clark County (HEADSTART) September 1989 - June 1995
Skills
Marketing, Customer Service, Training, Para-planning, Series 7, Series 66
Education
Oregon State University 1985 — 1989
Bachelor of Science (B.S.), Human Development, Family Studies, and Related Services
Linn-Benton Community College 1982 — 1983
Agriculture, General
Harrisburg High School
Paige Pallas Paige Pallas's Morgan Stanley Smith Barney Experience June 2011 - October 2011
Job Associate Sales Tools Manager at Herman Miller
Industry Furniture
Experience
Herman Miller February 2014 - Present
Herman Miller June 2013 - February 2014
Herman Miller July 2012 - June 2013
Morgan Stanley Smith Barney June 2011 - October 2011
American Red Cross May 2010 - August 2010
Skills
Adobe Creative Suite, Market Research, Marketing Communications, Creative Writing, Event Planning, Social Media, Public Relations, Advertising, Press Releases, Email Marketing, Public Speaking
Education
Loyola University Chicago 2008 — 2012
Bachelors, Advertising, Public Relations, Marketing
Loyola University Chicago
Herman Miller February 2014 - Present
Herman Miller June 2013 - February 2014
Herman Miller July 2012 - June 2013
Morgan Stanley Smith Barney June 2011 - October 2011
American Red Cross May 2010 - August 2010
Skills
Adobe Creative Suite, Market Research, Marketing Communications, Creative Writing, Event Planning, Social Media, Public Relations, Advertising, Press Releases, Email Marketing, Public Speaking
Education
Loyola University Chicago 2008 — 2012
Bachelors, Advertising, Public Relations, Marketing
Loyola University Chicago
Kathryn Minnick's Morgan Stanley Smith Barney Experience 2011 - 2012
Job Google Operations Team Lead & IBBA In International Business MGMT
Industry Information Technology and Services
Experience
Google September 2014 - Present
TGI Worldwide 2013 - 2014
Stoke Travel January 2013 - July 2013
Morgan Stanley Smith Barney 2011 - 2012
Loyola University Alumni Association 2010 - 2012
3 Ball Productions July 2010 - March 2011
ABC Television July 2010 - March 2011
3Ball Production 2010 - 2010
Skills
Customer Service, Microsoft Excel, Public Relations, Event Planning, Microsoft Office, Public Speaking, Team Management, Marketing Communications, International Sales, International Marketing, Negotiation, Event Management, Marketing Strategy, Global Business..., Creative Strategy, Cultural Awareness, Organizational Behavior, Human Resources, Social Networking, Marketing, Sales, PowerPoint, Social Media, International Relations
Education
Loyola University of Chicago 2010 — 2014
BBA, International Business and Management
Institute for the International Education of Students (IES) 2013 — 2013
BBA, International Business
Google September 2014 - Present
TGI Worldwide 2013 - 2014
Stoke Travel January 2013 - July 2013
Morgan Stanley Smith Barney 2011 - 2012
Loyola University Alumni Association 2010 - 2012
3 Ball Productions July 2010 - March 2011
ABC Television July 2010 - March 2011
3Ball Production 2010 - 2010
Skills
Customer Service, Microsoft Excel, Public Relations, Event Planning, Microsoft Office, Public Speaking, Team Management, Marketing Communications, International Sales, International Marketing, Negotiation, Event Management, Marketing Strategy, Global Business..., Creative Strategy, Cultural Awareness, Organizational Behavior, Human Resources, Social Networking, Marketing, Sales, PowerPoint, Social Media, International Relations
Education
Loyola University of Chicago 2010 — 2014
BBA, International Business and Management
Institute for the International Education of Students (IES) 2013 — 2013
BBA, International Business
Madeline Mitchell's Morgan Stanley Smith Barney Experience May 2011 - September 2011
Job MPP Candidate 2016 at Humphrey School of Public Affairs
Industry Public Policy
Experience
TEDxHennepinAve 2014 - Present
Lapp, Libra, Thomson, Stoebner & Pusch, Chtd. February 2013 - Present
Catholic Charities Office for Social Justice February 2013 - April 2014
TEDxUMN January 2012 - May 2012
Morgan Stanley Smith Barney May 2011 - September 2011
Minnesota Housing Partnership June 2010 - January 2011
The Jungle Theater May 2008 - August 2008
Skills
Social Media, Public Speaking, Public Policy, Research, Data Analysis, Critical Thinking, Nonprofits, Communication, Economics, Strategic Thinking
Education
University of Minnesota Humphrey School of Public Affairs 2014 — 2016
Master's Degree, Public Policy
University of Minnesota-Twin Cities 2009 — 2012
Bachelor of Arts (B.A.), Economics- Summa Cum Laude
University of Oxford 2011 — 2011
Study Abroad, Economics
Loyola University of Chicago 2007 — 2009
DeLaSalle High School 2003 — 2007
TEDxHennepinAve 2014 - Present
Lapp, Libra, Thomson, Stoebner & Pusch, Chtd. February 2013 - Present
Catholic Charities Office for Social Justice February 2013 - April 2014
TEDxUMN January 2012 - May 2012
Morgan Stanley Smith Barney May 2011 - September 2011
Minnesota Housing Partnership June 2010 - January 2011
The Jungle Theater May 2008 - August 2008
Skills
Social Media, Public Speaking, Public Policy, Research, Data Analysis, Critical Thinking, Nonprofits, Communication, Economics, Strategic Thinking
Education
University of Minnesota Humphrey School of Public Affairs 2014 — 2016
Master's Degree, Public Policy
University of Minnesota-Twin Cities 2009 — 2012
Bachelor of Arts (B.A.), Economics- Summa Cum Laude
University of Oxford 2011 — 2011
Study Abroad, Economics
Loyola University of Chicago 2007 — 2009
DeLaSalle High School 2003 — 2007
Joe Goll Joe Goll's Morgan Stanley Smith Barney Experience February 2004 - July 2009
Job President, Financial Advisor at SAGE Consulting & Wealth Management
Industry Financial Services
Experience
SAGE Consulting & Wealth Management July 2009 - Present
Morgan Stanley Smith Barney February 2004 - July 2009
GEO Specialty Chemicals June 1997 - June 2002
Air Products June 1975 - June 1997
Skills
Retirement Planning, Investments, Financial Advisory, Small Business, Strategic Financial..., Finance, Marketing, Wealth Management, Management, Wealth, Financial Services, Financial Planners, Portfolio Management, Business, Nonprofits, Mortgage Lending, Mutual Funds, Protection, Retirement, Business Planning, Asset Managment, Fixed Annuities, Asset Management
Education
University of West Florida 1985 — 1987
Master of Business Administration (M.B.A.), Business Administration and Management, General
Lehigh University 1978 — 1980
Master's Degree, Chemical Engineering
University of Pittsburgh 1971 — 1975
BS, MS, MBA, Chemical Engineering
SAGE Consulting & Wealth Management July 2009 - Present
Morgan Stanley Smith Barney February 2004 - July 2009
GEO Specialty Chemicals June 1997 - June 2002
Air Products June 1975 - June 1997
Skills
Retirement Planning, Investments, Financial Advisory, Small Business, Strategic Financial..., Finance, Marketing, Wealth Management, Management, Wealth, Financial Services, Financial Planners, Portfolio Management, Business, Nonprofits, Mortgage Lending, Mutual Funds, Protection, Retirement, Business Planning, Asset Managment, Fixed Annuities, Asset Management
Education
University of West Florida 1985 — 1987
Master of Business Administration (M.B.A.), Business Administration and Management, General
Lehigh University 1978 — 1980
Master's Degree, Chemical Engineering
University of Pittsburgh 1971 — 1975
BS, MS, MBA, Chemical Engineering
Wesley Llado's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job Junior Investment Associate at First Long Island Investors, LLC
Industry Financial Services
Experience
First Long Island Investors, LLC August 2014 - Present
Bridgeton Group May 2013 - May 2014
Morgan Stanley Smith Barney May 2012 - August 2012
Skills
Quantitative Analytics, Qualitative Research, Teamwork, Passion to Succeed, Leadership, Financial Analysis
Education
Lehigh University 2010 — 2014
Bachelor of Science (BS), Finance
2016 Level II Candidate in the CFA Program
First Long Island Investors, LLC August 2014 - Present
Bridgeton Group May 2013 - May 2014
Morgan Stanley Smith Barney May 2012 - August 2012
Skills
Quantitative Analytics, Qualitative Research, Teamwork, Passion to Succeed, Leadership, Financial Analysis
Education
Lehigh University 2010 — 2014
Bachelor of Science (BS), Finance
2016 Level II Candidate in the CFA Program
Kara Stessl Kara Stessl's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Valuation Associate at Alvarez & Marsal
Industry Financial Services
Experience
Portfolio Theory and Application September 2014 - April 2015
Morgan Stanley Smith Barney June 2012 - August 2012
Kappa Alpha Theta - Epsilon Rho January 2011 - January 2012
Suntech Information Technologies June 2011 - June 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Research, Customer Service, Microsoft Office, Chinese, Final Cut Express, Advanced Level Chinese, Public Speaking, Access, Financial Analysis, Data Analysis, Marketing, Outlook, Finance, Leadership
Education
Villanova University 2014 — 2015
Master of Science in Finance, Finance, 3.71
Lehigh University 2009 — 2013
Dual Degree (B.S Finance and B.A Chinese), Finance and Chinese
Blair Academy 2005 — 2009
Portfolio Theory and Application September 2014 - April 2015
Morgan Stanley Smith Barney June 2012 - August 2012
Kappa Alpha Theta - Epsilon Rho January 2011 - January 2012
Suntech Information Technologies June 2011 - June 2011
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Teamwork, Research, Customer Service, Microsoft Office, Chinese, Final Cut Express, Advanced Level Chinese, Public Speaking, Access, Financial Analysis, Data Analysis, Marketing, Outlook, Finance, Leadership
Education
Villanova University 2014 — 2015
Master of Science in Finance, Finance, 3.71
Lehigh University 2009 — 2013
Dual Degree (B.S Finance and B.A Chinese), Finance and Chinese
Blair Academy 2005 — 2009
Robert Feinman Robert Feinman's Morgan Stanley Smith Barney Experience May 2010 - August 2011
Job CEO at Alexander Capital L.P.
Industry Financial Services
Experience
Alexander Capital L.P. June 2014 - Present
Empire Asset Management Company July 2012 - May 2014
UBS Wealth Management November 2011 - May 2012
Morgan Stanley Smith Barney May 2010 - August 2011
Morgan Stanley Smith Barney October 2008 - May 2010
Morgan Stanley Smith Barney August 2006 - October 2008
Morgan Stanley Smith Barney January 2005 - August 2006
Kaufman Bros. L P (KBRO) November 2000 - January 2005
Prudential securities Inc November 1995 - November 1999
Lehman Bros., Inc. September 1978 - November 1995
Skills
Wealth Management, Financial Planning, Alternative Investments, Investment Advisory, Portfolio Management, Asset Allocation, Retirement Planning, Estate Planning, Strategic Financial..., Equities, Hedge Funds, Insurance, Fixed Annuities, Finance, FINRA, Series 63, Series 7, Series 24
Education
Long Island University
Bachelor of Science, Business Management
Alexander Capital L.P. June 2014 - Present
Empire Asset Management Company July 2012 - May 2014
UBS Wealth Management November 2011 - May 2012
Morgan Stanley Smith Barney May 2010 - August 2011
Morgan Stanley Smith Barney October 2008 - May 2010
Morgan Stanley Smith Barney August 2006 - October 2008
Morgan Stanley Smith Barney January 2005 - August 2006
Kaufman Bros. L P (KBRO) November 2000 - January 2005
Prudential securities Inc November 1995 - November 1999
Lehman Bros., Inc. September 1978 - November 1995
Skills
Wealth Management, Financial Planning, Alternative Investments, Investment Advisory, Portfolio Management, Asset Allocation, Retirement Planning, Estate Planning, Strategic Financial..., Equities, Hedge Funds, Insurance, Fixed Annuities, Finance, FINRA, Series 63, Series 7, Series 24
Education
Long Island University
Bachelor of Science, Business Management
Daniel Lisowski Daniel Lisowski's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Investment Banking Analyst at Lazard
Industry Investment Banking
Experience
Lazard August 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Lehigh University Dreyfus Portfolio January 2013 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
Lehigh University Investment Management Group August 2012 - December 2012
Morgan Stanley Smith Barney June 2012 - August 2012
PwC June 2012 - June 2012
Dunn Global Trading Ltd. May 2011 - July 2011
Skills
Bloomberg Terminal, Microsoft Office, Financial Modeling, Valuation, Capital Markets, ThomsonOne, CQG, Financial Analysis, Financial Accounting, Corporate Finance, DCF Valuation, Series 79
Education
Lehigh University - College of Business and Economics 2010 — 2014
Bachelor's of Science, Finance and Accounting
Lazard August 2015 - Present
Bank of America Merrill Lynch July 2014 - August 2015
Lehigh University Dreyfus Portfolio January 2013 - May 2014
Bank of America Merrill Lynch June 2013 - August 2013
Lehigh University Investment Management Group August 2012 - December 2012
Morgan Stanley Smith Barney June 2012 - August 2012
PwC June 2012 - June 2012
Dunn Global Trading Ltd. May 2011 - July 2011
Skills
Bloomberg Terminal, Microsoft Office, Financial Modeling, Valuation, Capital Markets, ThomsonOne, CQG, Financial Analysis, Financial Accounting, Corporate Finance, DCF Valuation, Series 79
Education
Lehigh University - College of Business and Economics 2010 — 2014
Bachelor's of Science, Finance and Accounting
Kevin Salveson Kevin Salveson's Morgan Stanley Smith Barney Experience 1999 - July 2012
Job CEO, Salvus
Industry Capital Markets
Experience
Salvus April 2014 - Present
Wells Fargo Advisors (Finet) July 2012 - April 2014
Morgan Stanley Smith Barney 1999 - July 2012
The Hollywood Reporter/BSW-Dramalogue 1997 - 1999
China Star International 1996 - 1997
KXLU-FM 1993 - 1994
Skills
Investments, Public Speaking, Social Media, Marketing
Education
Loyola Marymount University 1986 — 1990
BA in English
Damien High School, La Verne, CA 1982 — 1986
Salvus April 2014 - Present
Wells Fargo Advisors (Finet) July 2012 - April 2014
Morgan Stanley Smith Barney 1999 - July 2012
The Hollywood Reporter/BSW-Dramalogue 1997 - 1999
China Star International 1996 - 1997
KXLU-FM 1993 - 1994
Skills
Investments, Public Speaking, Social Media, Marketing
Education
Loyola Marymount University 1986 — 1990
BA in English
Damien High School, La Verne, CA 1982 — 1986
Nicholas Del Priore Nicholas Del Priore's Morgan Stanley Smith Barney Experience May 2005 - August 2005
Job Consulting Services Associate at McKinnis Consulting Services
Industry Hospital & Health Care
Experience
McKinnis Consulting Services February 2012 - Present
Northwestern Medical Faculty Foundation March 2010 - February 2012
Northwestern Medical Faculty Foundation September 2008 - March 2010
Northwestern Medical Faculty Foundation November 2007 - September 2008
CareerBuilder.com June 2007 - October 2007
Melcrum Publishing June 2005 - April 2007
Morgan Stanley Smith Barney May 2005 - August 2005
Skills
Administration, Non-profits, Billing, Scheduling, Health, Consulting, Revenue Cycle, Healthcare, Management, Healthcare Information..., Performance Management, Performance Improvement, Change Management, EHR, Strategic Planning, Customer Service, Customer Satisfaction, Healthcare Management, Healthcare Consulting, Physicians, Epic Resolute..., Epic Resolute Hospital..., Hospitals, Managed Care, Cancer, Psycho Social Oncology
Education
Loyola University Chicago 2003 — 2007
B.B.A., Finance
McKinnis Consulting Services February 2012 - Present
Northwestern Medical Faculty Foundation March 2010 - February 2012
Northwestern Medical Faculty Foundation September 2008 - March 2010
Northwestern Medical Faculty Foundation November 2007 - September 2008
CareerBuilder.com June 2007 - October 2007
Melcrum Publishing June 2005 - April 2007
Morgan Stanley Smith Barney May 2005 - August 2005
Skills
Administration, Non-profits, Billing, Scheduling, Health, Consulting, Revenue Cycle, Healthcare, Management, Healthcare Information..., Performance Management, Performance Improvement, Change Management, EHR, Strategic Planning, Customer Service, Customer Satisfaction, Healthcare Management, Healthcare Consulting, Physicians, Epic Resolute..., Epic Resolute Hospital..., Hospitals, Managed Care, Cancer, Psycho Social Oncology
Education
Loyola University Chicago 2003 — 2007
B.B.A., Finance
Blair Albert Blair Albert's Morgan Stanley Smith Barney Experience January 2006 - December 2007
Job Vice President, Mutual Fund & Managed Account Sales
Industry Investment Management
Experience
Westwood Holdings Group September 2013 - Present
Fidelity Investments April 2008 - September 2013
Morgan Stanley Smith Barney January 2006 - December 2007
Skills
Asset Allocation, Uniform Combined State..., Series 6, Retirement, FINRA, Series 7, Series 66
Education
Lees-McRae College 1996 — 2001
BS, Business Administration
Trinity College, Dublin 1999 — 1999
International Business Program, International Business
Westwood Holdings Group September 2013 - Present
Fidelity Investments April 2008 - September 2013
Morgan Stanley Smith Barney January 2006 - December 2007
Skills
Asset Allocation, Uniform Combined State..., Series 6, Retirement, FINRA, Series 7, Series 66
Education
Lees-McRae College 1996 — 2001
BS, Business Administration
Trinity College, Dublin 1999 — 1999
International Business Program, International Business
Catherine Mitton's Morgan Stanley Smith Barney Experience November 1986 - September 2004
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2004 - Present
Morgan Stanley Smith Barney November 1986 - September 2004
Skills
Cash Management, Asset Management
Education
Louisiana State University
Bachelor of Arts (B.A.), Business
Merrill Lynch September 2004 - Present
Morgan Stanley Smith Barney November 1986 - September 2004
Skills
Cash Management, Asset Management
Education
Louisiana State University
Bachelor of Arts (B.A.), Business
Patricia Robins's Morgan Stanley Smith Barney Experience April 2010 - January 2011
Job SVP and Managing Director at Sterling National Bank
Industry Financial Services
Experience
Sterling National Bank January 2011 - Present
Morgan Stanley Smith Barney April 2010 - January 2011
Credit Suisse March 2004 - December 2008
Credit Suisse March 2002 - September 2004
Nomura Securities January 1996 - January 2002
DONALDSON, LUFKIN AND JENRETTE January 1995 - January 1996
National Westminster Bank USA January 1992 - January 1994
Middle Market Lending Department January 1989 - January 1990
FIRST NATIONAL BANK OF BOSTON January 1987 - January 1989
SMITH BARNEY HARRIS UPHAM January 1986 - January 1987
Skills
Credit, Credit Analysis, Banking, Loans, Portfolio Management, Credit Risk, Financial Risk, Mortgage Lending, Mortgage Banking, Commercial Banking, Finance, Fixed Income, Due Diligence, Commercial Mortgages, Real Estate, Risk Management, Capital Markets, Loan Origination, Financial Structuring, Structured Finance, Cash Management, Investments, Financial Services, Executive Management, Valuation, Securities, Commercial Lending, Equities
Education
National Westminster Bank Credit Training 1991 — 1992
Le Moyne College 1982 — 1986
BA, Finance
Sterling National Bank January 2011 - Present
Morgan Stanley Smith Barney April 2010 - January 2011
Credit Suisse March 2004 - December 2008
Credit Suisse March 2002 - September 2004
Nomura Securities January 1996 - January 2002
DONALDSON, LUFKIN AND JENRETTE January 1995 - January 1996
National Westminster Bank USA January 1992 - January 1994
Middle Market Lending Department January 1989 - January 1990
FIRST NATIONAL BANK OF BOSTON January 1987 - January 1989
SMITH BARNEY HARRIS UPHAM January 1986 - January 1987
Skills
Credit, Credit Analysis, Banking, Loans, Portfolio Management, Credit Risk, Financial Risk, Mortgage Lending, Mortgage Banking, Commercial Banking, Finance, Fixed Income, Due Diligence, Commercial Mortgages, Real Estate, Risk Management, Capital Markets, Loan Origination, Financial Structuring, Structured Finance, Cash Management, Investments, Financial Services, Executive Management, Valuation, Securities, Commercial Lending, Equities
Education
National Westminster Bank Credit Training 1991 — 1992
Le Moyne College 1982 — 1986
BA, Finance
Joseph Romuno Joseph Romuno's Morgan Stanley Smith Barney Experience April 1983 - July 2009
Job GenMed , Cryo Tech, General Welding , Medical/Industrial Gas Sales
Industry Hospital & Health Care
Experience
Gen-Med, Cryo-Tech, General Welding, July 2012 - Present
UBS November 2009 - May 2012
Morgan Stanley Smith Barney April 1983 - July 2009
Skills
Series 7, Series 63, Uniform Combined State..., Asset Managment, Series 24, Wealth Management, Investments, Securities, Series 9 and 10, NYS Life, Hedge Funds, Equities, Mutual Funds, Asset Management, Fixed Income, Capital Markets
Education
Long Island University, C.W. Post Campus 1982 — 1986
Bachelor of Business Administration (BBA), Business Administration and Management, General
Nassau Community College 1975 — 1978
Associate of Science (A.S.), Criminal Justice/Police Science
Gen-Med, Cryo-Tech, General Welding, July 2012 - Present
UBS November 2009 - May 2012
Morgan Stanley Smith Barney April 1983 - July 2009
Skills
Series 7, Series 63, Uniform Combined State..., Asset Managment, Series 24, Wealth Management, Investments, Securities, Series 9 and 10, NYS Life, Hedge Funds, Equities, Mutual Funds, Asset Management, Fixed Income, Capital Markets
Education
Long Island University, C.W. Post Campus 1982 — 1986
Bachelor of Business Administration (BBA), Business Administration and Management, General
Nassau Community College 1975 — 1978
Associate of Science (A.S.), Criminal Justice/Police Science
Erin Ross Erin Ross's Morgan Stanley Smith Barney Experience September 2006 - September 2008
Job Account Executive at MARKETPLACE by ADTECH, an AOL company
Industry Online Media
Experience
AOL-MARKETPLACE by ADTECH January 2013 - Present
Advertising.com October 2008 - March 2013
Morgan Stanley Smith Barney September 2006 - September 2008
Merrill Lynch December 2004 - September 2006
AIG SunAmerica July 2003 - January 2004
Legg Mason July 2001 - July 2003
Skills
Management, Series 7, Mobile Advertising, Strategy, Marketing, Advertising, Media Buying, Digital Marketing, Salesforce.com, Strategic Partnerships, Analytics, Online Marketing, Online Advertising, Digital Strategy, Digital Media
Education
Loyola College in Maryland 2004 — 2008
Master of Business Administration (M.B.A.), International Business
University of Maryland College Park 1994 — 2000
Bachelor of Science (B.S.), Finance, General
AOL-MARKETPLACE by ADTECH January 2013 - Present
Advertising.com October 2008 - March 2013
Morgan Stanley Smith Barney September 2006 - September 2008
Merrill Lynch December 2004 - September 2006
AIG SunAmerica July 2003 - January 2004
Legg Mason July 2001 - July 2003
Skills
Management, Series 7, Mobile Advertising, Strategy, Marketing, Advertising, Media Buying, Digital Marketing, Salesforce.com, Strategic Partnerships, Analytics, Online Marketing, Online Advertising, Digital Strategy, Digital Media
Education
Loyola College in Maryland 2004 — 2008
Master of Business Administration (M.B.A.), International Business
University of Maryland College Park 1994 — 2000
Bachelor of Science (B.S.), Finance, General
Joshua Steuerman Joshua Steuerman's Morgan Stanley Smith Barney Experience June 2006 - February 2009
Job Officer Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley Smith Barney June 2006 - February 2009
Skills
Asset Allocation, Retirement Planning, 401k Rollovers, Business Owner Planning, Investment Strategies, Risk Management, Fixed Income Strategies, Concentrated Stock..., Estate Planning, Financial Analysis, Mutual Funds, Series 7, Derivatives, Asset Management, Bloomberg, Equities, Uniform Combined State..., Credit, Fixed Income, Trading, Financial Modeling, Series 63, Alternative Investments, Hedge Funds, Investments, Trading Systems, Finance, Private Equity, FINRA, Portfolio Management, Capital Markets, Securities, Insurance, Options, Mergers & Acquisitions
Education
Lehigh University 2002 — 2006
B.S., Finance
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley Smith Barney June 2006 - February 2009
Skills
Asset Allocation, Retirement Planning, 401k Rollovers, Business Owner Planning, Investment Strategies, Risk Management, Fixed Income Strategies, Concentrated Stock..., Estate Planning, Financial Analysis, Mutual Funds, Series 7, Derivatives, Asset Management, Bloomberg, Equities, Uniform Combined State..., Credit, Fixed Income, Trading, Financial Modeling, Series 63, Alternative Investments, Hedge Funds, Investments, Trading Systems, Finance, Private Equity, FINRA, Portfolio Management, Capital Markets, Securities, Insurance, Options, Mergers & Acquisitions
Education
Lehigh University 2002 — 2006
B.S., Finance
Steven Kozlowski Steven Kozlowski's Morgan Stanley Smith Barney Experience September 2008 - November 2008
Job Graduate Assistant at University of Connecticut
Industry Higher Education
Experience
University of Connecticut August 2012 - Present
NCUA July 2010 - June 2012
Le Moyne College September 2008 - May 2010
Visions Federal Credit Union June 2008 - January 2010
Morgan Stanley Smith Barney September 2008 - November 2008
Skills
Accounting, Banking, Corporate Finance, Financial Analysis, Credit Unions, Loans, Financial Reporting, Creative Writing, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Outlook, PowerPoint, Investments, Customer Service, Access, Credit, Public Speaking, Stata, R, University Teaching, Matlab, Bloomberg
Education
The University of Connecticut School of Business 2012 — 2017
Doctor of Philosophy (Ph.D.), Business Adminstration (Finance), 3.93/4.0
Le Moyne College 2006 — 2010
B.S., Finance, Applied Management Analysis, Management Information Systems, 3.97/4.0
University of Connecticut August 2012 - Present
NCUA July 2010 - June 2012
Le Moyne College September 2008 - May 2010
Visions Federal Credit Union June 2008 - January 2010
Morgan Stanley Smith Barney September 2008 - November 2008
Skills
Accounting, Banking, Corporate Finance, Financial Analysis, Credit Unions, Loans, Financial Reporting, Creative Writing, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Outlook, PowerPoint, Investments, Customer Service, Access, Credit, Public Speaking, Stata, R, University Teaching, Matlab, Bloomberg
Education
The University of Connecticut School of Business 2012 — 2017
Doctor of Philosophy (Ph.D.), Business Adminstration (Finance), 3.93/4.0
Le Moyne College 2006 — 2010
B.S., Finance, Applied Management Analysis, Management Information Systems, 3.97/4.0
Scott Guidry,CRC®'s Morgan Stanley Smith Barney Experience November 1991 - November 2009
Job Managing DirectorInvestments at Guidry Retirement Group of Wells Fargo Advisors
Industry Financial Services
Experience
Guidry Retirement Group of Wells Fargo Advisors November 2009 - Present
Morgan Stanley Smith Barney November 1991 - November 2009
Calcasieu Marine Bank June 1990 - November 1991
Skills
401k Rollovers, Estate Investment..., Fixed Income Strategies, Investment Strategies, Retirement, Retirement Planning, Retirement Savings, Risk Management, Tax-Efficient Strategies, Wealth Preservation..., Long Term Care, Asset Allocation, Wealth, 401k, Wealth Management, Mutual Funds, Long-term Care
Education
Louisiana State University 1985 — 1989
Bachelor of Science (B.S.), Finance
Guidry Retirement Group of Wells Fargo Advisors November 2009 - Present
Morgan Stanley Smith Barney November 1991 - November 2009
Calcasieu Marine Bank June 1990 - November 1991
Skills
401k Rollovers, Estate Investment..., Fixed Income Strategies, Investment Strategies, Retirement, Retirement Planning, Retirement Savings, Risk Management, Tax-Efficient Strategies, Wealth Preservation..., Long Term Care, Asset Allocation, Wealth, 401k, Wealth Management, Mutual Funds, Long-term Care
Education
Louisiana State University 1985 — 1989
Bachelor of Science (B.S.), Finance
Chuck Soprano Chuck Soprano's Morgan Stanley Smith Barney Experience March 2001 - March 2009
Job Branch Manager/Financial Advisor at Investment Partners of Acadiana
Industry Financial Services
Experience
Investment Partners of Acadiana March 2009 - Present
Raymond James March 2009 - Present
Morgan Stanley Smith Barney March 2001 - March 2009
Skills
Financial Advisory, Securities, Strategic Financial..., Financial Planning, Finance, Retirement Planning, Investment Management, Wealth Management, Mutual Funds, Investment Advisory, Series 7, Asset Allocation, Asset Management, Insurance, Series 63, Uniform Combined State..., Municipal Bonds
Education
Louisiana College 1993 — 1996
Bachelor of Science (B.S.), Business Administration - Management Information Systems
Tulane University - A.B. Freeman School of Business 1992 — 1993
Investment Partners of Acadiana March 2009 - Present
Raymond James March 2009 - Present
Morgan Stanley Smith Barney March 2001 - March 2009
Skills
Financial Advisory, Securities, Strategic Financial..., Financial Planning, Finance, Retirement Planning, Investment Management, Wealth Management, Mutual Funds, Investment Advisory, Series 7, Asset Allocation, Asset Management, Insurance, Series 63, Uniform Combined State..., Municipal Bonds
Education
Louisiana College 1993 — 1996
Bachelor of Science (B.S.), Business Administration - Management Information Systems
Tulane University - A.B. Freeman School of Business 1992 — 1993
Chris Galliano's Morgan Stanley Smith Barney Experience August 2000 - 2010
Job Vice PresidentSenior Investment Consultant at Northern Trust
Industry Financial Services
Experience
Northern Trust February 2011 - Present
Morgan Stanley Smith Barney August 2000 - 2010
Skills
Series 7, High Net Worth..., Estate Planning, Marketing Strategy, Strategic Financial..., Team Building, Wealth Management, Public Speaking, Microsoft Office, Asset Allocation, Trusts, Risk Management, Fixed Income, Negotiation, Project Planning, Program Management, Mergers & Acquisitions, Strategic Planning, Credit, Wealth Management..., Investments, Investment Strategies
Education
Loyola University New Orleans School of Law 1988 — 1991
Juris Doctor of Law
LSU 1984 — 1988
BS, Business: Finance/Economics
Northern Trust February 2011 - Present
Morgan Stanley Smith Barney August 2000 - 2010
Skills
Series 7, High Net Worth..., Estate Planning, Marketing Strategy, Strategic Financial..., Team Building, Wealth Management, Public Speaking, Microsoft Office, Asset Allocation, Trusts, Risk Management, Fixed Income, Negotiation, Project Planning, Program Management, Mergers & Acquisitions, Strategic Planning, Credit, Wealth Management..., Investments, Investment Strategies
Education
Loyola University New Orleans School of Law 1988 — 1991
Juris Doctor of Law
LSU 1984 — 1988
BS, Business: Finance/Economics
Dan Fraser Dan Fraser's Morgan Stanley Smith Barney Experience 1997 - 2002
Job Executive Director, Non Profit Food Pantry
Industry Nonprofit Organization Management
Experience
El Puente Latino October 2013 - Present
Collective Impact Consulting October 2013 - Present
Fifth Third Bank January 2012 - November 2013
Associated Bank October 2010 - January 2012
Harris Bank/Amcore July 2008 - October 2010
First American Bank September 2003 - July 2008
Morgan Stanley Smith Barney 1997 - 2002
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Credit Analysis, Credit, Mortgage Lending, Banking, Asset Based Lending, Underwriting, Lines Of Credit, Portfolio Management, Consumer Lending, Loan Origination, Commercial Mortgages, Construction Loans, Commercial Real Estate, Financial Services, Finance, Investments, Small Business, Nonprofit Consulting, Nonprofits
Education
Shimer College 1976 — 1980
Bachelor of Arts, Liberal Arts
Loyola University Chicago
Masters Certificate in Non-Profit Management
Loyola University of Chicago
Masters Program, Organization Development
El Puente Latino October 2013 - Present
Collective Impact Consulting October 2013 - Present
Fifth Third Bank January 2012 - November 2013
Associated Bank October 2010 - January 2012
Harris Bank/Amcore July 2008 - October 2010
First American Bank September 2003 - July 2008
Morgan Stanley Smith Barney 1997 - 2002
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Loans, Credit Analysis, Credit, Mortgage Lending, Banking, Asset Based Lending, Underwriting, Lines Of Credit, Portfolio Management, Consumer Lending, Loan Origination, Commercial Mortgages, Construction Loans, Commercial Real Estate, Financial Services, Finance, Investments, Small Business, Nonprofit Consulting, Nonprofits
Education
Shimer College 1976 — 1980
Bachelor of Arts, Liberal Arts
Loyola University Chicago
Masters Certificate in Non-Profit Management
Loyola University of Chicago
Masters Program, Organization Development
Jason Dugan Jason Dugan's Morgan Stanley Smith Barney Experience March 2007 - September 2011
Job Owner/Branch Manager (RJFS) /Financial Advisor (RJFS) at River Valley Financial Advisors
Industry Financial Services
Experience
River Valley Financial Advisors, An Independent Firm September 2011 - Present
Morgan Stanley Smith Barney March 2007 - September 2011
M&T Bank 2003 - 2007
IKON Office Solutions 2000 - 2003
Skills
Finance, Securities, Financial Advisory, Retirement Planning, Mutual Funds, Insurance, Fixed Annuities, Retirement, Life Insurance, Public Speaking, Disability Insurance, Strategic Planning, Investments, Loans, Long-term Care, Budgets, Fundraising, Marketing, Leadership, Customer Service, Management, Team Building
Education
Lebanon Valley College 1999 — 2003
Bachelor of Science, Business Administration
University of Massachusetts, Amherst 1997 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
River Valley Financial Advisors, An Independent Firm September 2011 - Present
Morgan Stanley Smith Barney March 2007 - September 2011
M&T Bank 2003 - 2007
IKON Office Solutions 2000 - 2003
Skills
Finance, Securities, Financial Advisory, Retirement Planning, Mutual Funds, Insurance, Fixed Annuities, Retirement, Life Insurance, Public Speaking, Disability Insurance, Strategic Planning, Investments, Loans, Long-term Care, Budgets, Fundraising, Marketing, Leadership, Customer Service, Management, Team Building
Education
Lebanon Valley College 1999 — 2003
Bachelor of Science, Business Administration
University of Massachusetts, Amherst 1997 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
Ronald Chip Galliano's Morgan Stanley Smith Barney Experience April 2012 - July 2012
Job Cryogenic Propulsion Engineer at ERC
Industry Defense & Space
Experience
ERC July 2014 - Present
ATO Contract Engineer at Orbital Sciences Corporation July 2012 - February 2013
Morgan Stanley Smith Barney April 2012 - July 2012
United Space Alliance October 1984 - July 2011
Diamond M. Drilling October 1981 - May 1984
Skills
Propulsion, Testing, Aerospace, Spacecraft, Troubleshooting, Space Systems, Root Cause Analysis, Systems Engineering, Configuration Management, System Safety, Earned Value Management, Requirements Management, Aerospace Engineering, Leadership, Flight Test, Pneumatics, Integration, Process Improvement, Data Analysis, Engineering, Orbital Mechanics, DoD, Avionics, Security Clearance, System Design, Engineering Management, Requirements Analysis, Technical Writing, MS Project, Test Equipment, Proposal Writing, Start-ups, Project Management, Technology Management, Cross-functional Team..., Teamwork, Defense, Maximo, Program Management, Continuous Improvement, Analysis, Maintenance & Repair, Project Planning, Portfolio Management, Control Systems Design, Simulations, Military
Education
Louisiana State University 1976 — 1981
BSCE, Engineering
ERC July 2014 - Present
ATO Contract Engineer at Orbital Sciences Corporation July 2012 - February 2013
Morgan Stanley Smith Barney April 2012 - July 2012
United Space Alliance October 1984 - July 2011
Diamond M. Drilling October 1981 - May 1984
Skills
Propulsion, Testing, Aerospace, Spacecraft, Troubleshooting, Space Systems, Root Cause Analysis, Systems Engineering, Configuration Management, System Safety, Earned Value Management, Requirements Management, Aerospace Engineering, Leadership, Flight Test, Pneumatics, Integration, Process Improvement, Data Analysis, Engineering, Orbital Mechanics, DoD, Avionics, Security Clearance, System Design, Engineering Management, Requirements Analysis, Technical Writing, MS Project, Test Equipment, Proposal Writing, Start-ups, Project Management, Technology Management, Cross-functional Team..., Teamwork, Defense, Maximo, Program Management, Continuous Improvement, Analysis, Maintenance & Repair, Project Planning, Portfolio Management, Control Systems Design, Simulations, Military
Education
Louisiana State University 1976 — 1981
BSCE, Engineering
Stephen Everett's Morgan Stanley Smith Barney Experience August 2009 - September 2010
Job Senior Financial Consultant at One Capital Financial Advisors
Industry Financial Services
Experience
One Capital Financial Advisors May 2012 - Present
Capital One Financial Advisors 2012 - Present
Whitney Securities and Investments November 2010 - January 2012
Morgan Stanley Smith Barney August 2009 - September 2010
Blitz Medical 2008 - 2009
The Millennium Protection Group November 2006 - September 2008
Southwestern Company May 2004 - August 2005
Skills
Strategic Financial..., Retirement Planning, Series 7, 401k, Strategic Planning, Asset Allocation, Finance, Budgets, Financial Analysis, Securities, Fixed Annuities, Investments
Education
Louisiana State University 2003 — 2007
Bachelors, International Trade and Finance
One Capital Financial Advisors May 2012 - Present
Capital One Financial Advisors 2012 - Present
Whitney Securities and Investments November 2010 - January 2012
Morgan Stanley Smith Barney August 2009 - September 2010
Blitz Medical 2008 - 2009
The Millennium Protection Group November 2006 - September 2008
Southwestern Company May 2004 - August 2005
Skills
Strategic Financial..., Retirement Planning, Series 7, 401k, Strategic Planning, Asset Allocation, Finance, Budgets, Financial Analysis, Securities, Fixed Annuities, Investments
Education
Louisiana State University 2003 — 2007
Bachelors, International Trade and Finance
Joseph Duenas Joseph Duenas's Morgan Stanley Smith Barney Experience March 2001 - March 2005
Job Network Engineer at Reed Business Information
Industry Information Technology and Services
Experience
Reed Business Information June 2012 - Present
Walgreens June 2011 - June 2012
TCSES February 2011 - June 2011
E-Parts and More.com September 2010 - February 2011
Harpo Studios August 2010 - September 2010
E-Parts and More.com October 2009 - August 2010
Luxottica Retail September 2006 - October 2009
Fifth Third Securities March 2005 - September 2006
Morgan Stanley Smith Barney March 2001 - March 2005
Skills
Networking, Troubleshooting, Cisco Technologies, Process Improvement, Customer Service, Visio, Team Leadership, Cisco IOS, XP, Business Analysis, Outlook, VPN, Team Building, Network Security, Access, Project Management, Vendor Management, Routers, Microsoft Office, EIGRP, WAN, LAN-WAN, DHCP, Frame Relay, Operating Systems, Windows Server, VLAN, Active Directory, BGP, Firewalls, Software Installation, Management, Switches, Security, CCNA, MPLS, Laptops, Cisco Call Manager, Help Desk Support, Cisco Wireless, Servers, Hardware, Information Technology, Network Administration, Software Documentation, OSPF, Enterprise Architecture, DNS, Data Center
Education
Lewis University 1996 — 1999
B.A., Business Administration
Reed Business Information June 2012 - Present
Walgreens June 2011 - June 2012
TCSES February 2011 - June 2011
E-Parts and More.com September 2010 - February 2011
Harpo Studios August 2010 - September 2010
E-Parts and More.com October 2009 - August 2010
Luxottica Retail September 2006 - October 2009
Fifth Third Securities March 2005 - September 2006
Morgan Stanley Smith Barney March 2001 - March 2005
Skills
Networking, Troubleshooting, Cisco Technologies, Process Improvement, Customer Service, Visio, Team Leadership, Cisco IOS, XP, Business Analysis, Outlook, VPN, Team Building, Network Security, Access, Project Management, Vendor Management, Routers, Microsoft Office, EIGRP, WAN, LAN-WAN, DHCP, Frame Relay, Operating Systems, Windows Server, VLAN, Active Directory, BGP, Firewalls, Software Installation, Management, Switches, Security, CCNA, MPLS, Laptops, Cisco Call Manager, Help Desk Support, Cisco Wireless, Servers, Hardware, Information Technology, Network Administration, Software Documentation, OSPF, Enterprise Architecture, DNS, Data Center
Education
Lewis University 1996 — 1999
B.A., Business Administration
David J. Hands David J. Hands's Morgan Stanley Smith Barney Experience 2000 - 2003
Job Corporate Action Consultant
Industry Financial Services
Experience
Corporate Actions January 2011 - Present
ISITC April 2008 - April 2011
DTCC Asset Services Product Management January 2005 - January 2011
DTCC December 2002 - 2005
Morgan Stanley Smith Barney 2000 - 2003
Morgan Stanley Institutional Infrastructure January 2000 - January 2002
Deutsche Bank Private Bank January 1998 - January 2000
Morgan Stanley Trust Co January 1997 - January 1998
Morgan Stanley Trust Co January 1996 - January 1997
Morgan Stanley Trust Co January 1992 - January 1995
Education
City of London 1982 — 1985
BA, Geography
London Metropolitan University 1982 — 1985
Geography
cavendish 1979 — 1981
Corporate Actions January 2011 - Present
ISITC April 2008 - April 2011
DTCC Asset Services Product Management January 2005 - January 2011
DTCC December 2002 - 2005
Morgan Stanley Smith Barney 2000 - 2003
Morgan Stanley Institutional Infrastructure January 2000 - January 2002
Deutsche Bank Private Bank January 1998 - January 2000
Morgan Stanley Trust Co January 1997 - January 1998
Morgan Stanley Trust Co January 1996 - January 1997
Morgan Stanley Trust Co January 1992 - January 1995
Education
City of London 1982 — 1985
BA, Geography
London Metropolitan University 1982 — 1985
Geography
cavendish 1979 — 1981
Bradford (Tripp) Phillips Bradford (Tripp) Phillips's Morgan Stanley Smith Barney Experience May 2010 - July 2011
Job Commercial Risk Leader at GE Aviation
Industry Airlines/Aviation
Experience
GE Aviation April 2015 - Present
Bardi Co. 2012 - 2014
Loyola Marymount University 2010 - 2012
Morgan Stanley Smith Barney May 2010 - July 2011
Boeing March 2007 - May 2010
Boeing March 2007 - May 2010
Education
Loyola Marymount University 2010 — 2013
Master of Business Administration (M.B.A.), Finance & Entrepreneurship
University of Colorado at Boulder 2004 — 2006
Master of Science (M.S.), Aerospace Engineering
Miami University
Bachelor of Science (B.S.), Engineering-Physics, Math
GE Aviation April 2015 - Present
Bardi Co. 2012 - 2014
Loyola Marymount University 2010 - 2012
Morgan Stanley Smith Barney May 2010 - July 2011
Boeing March 2007 - May 2010
Boeing March 2007 - May 2010
Education
Loyola Marymount University 2010 — 2013
Master of Business Administration (M.B.A.), Finance & Entrepreneurship
University of Colorado at Boulder 2004 — 2006
Master of Science (M.S.), Aerospace Engineering
Miami University
Bachelor of Science (B.S.), Engineering-Physics, Math
Carolyn French's Morgan Stanley Smith Barney Experience July 1985 - December 2008
Job Senior Vice PresidentInvestments UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. 2008 - Present
Morgan Stanley Smith Barney July 1985 - December 2008
U.S. Dept. of the Interior, Minerals Management Company July 1982 - July 1985
National Coastal Ecosystems Team, U.S. Dept. of the Interior July 1979 - July 1982
Skills
Wealth Management, Investments, Series 7, Asset Allocation, Retirement Planning, Series 63, Investment Advisory, Mutual Funds, Retirement, 401k Rollovers, Investment Strategies, Portfolio Management, Long-term Care, Wealth Management..., Equities, Estate Planning, Fixed Annuities, Series 65, IRAs, Insurance, Financial Advisory, 401k, Financial Planners, FINRA, Financial Analysis, Risk Management, Investment Management, Securities, Alternative Investments, Wealth, Strategic Financial..., Finance, Philanthropy, Behavioral Finance, Investing for Income, Tax-advantaged..., Variable Annuities, Long Term Care Insurance, Dividend-paying stocks, Tax Free Income, Municipal Bonds, Certificates of Deposit..., Insured investments, Client accessible..., Stocks and Bonds, Team Management, Social Security Advice, Financial Goal Analysis, Investing in Trusts, Conservative Investment...
Education
Louisiana State University 1968 — 1978
Ph.D., Historical Geography/Anthropology
University of Louisiana at Monroe 1960 — 1964
M.A., History
University of Louisiana at Monroe 1960 — 1964
B.A., Education
UBS Financial Services Inc. 2008 - Present
Morgan Stanley Smith Barney July 1985 - December 2008
U.S. Dept. of the Interior, Minerals Management Company July 1982 - July 1985
National Coastal Ecosystems Team, U.S. Dept. of the Interior July 1979 - July 1982
Skills
Wealth Management, Investments, Series 7, Asset Allocation, Retirement Planning, Series 63, Investment Advisory, Mutual Funds, Retirement, 401k Rollovers, Investment Strategies, Portfolio Management, Long-term Care, Wealth Management..., Equities, Estate Planning, Fixed Annuities, Series 65, IRAs, Insurance, Financial Advisory, 401k, Financial Planners, FINRA, Financial Analysis, Risk Management, Investment Management, Securities, Alternative Investments, Wealth, Strategic Financial..., Finance, Philanthropy, Behavioral Finance, Investing for Income, Tax-advantaged..., Variable Annuities, Long Term Care Insurance, Dividend-paying stocks, Tax Free Income, Municipal Bonds, Certificates of Deposit..., Insured investments, Client accessible..., Stocks and Bonds, Team Management, Social Security Advice, Financial Goal Analysis, Investing in Trusts, Conservative Investment...
Education
Louisiana State University 1968 — 1978
Ph.D., Historical Geography/Anthropology
University of Louisiana at Monroe 1960 — 1964
M.A., History
University of Louisiana at Monroe 1960 — 1964
B.A., Education
Justin Irvine Justin Irvine's Morgan Stanley Smith Barney Experience January 2008 - May 2010
Job Investment Associate RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management January 2012 - Present
Arque Capital Ltd May 2010 - 2011
Morgan Stanley Smith Barney January 2008 - May 2010
Sperry Van Ness March 2003 - December 2007
Education
Loyola Marymount University 1998 — 2002
Bachelor's of Business Administration, Finance
RBC Wealth Management January 2012 - Present
Arque Capital Ltd May 2010 - 2011
Morgan Stanley Smith Barney January 2008 - May 2010
Sperry Van Ness March 2003 - December 2007
Education
Loyola Marymount University 1998 — 2002
Bachelor's of Business Administration, Finance
Richard Parisen's Morgan Stanley Smith Barney Experience April 2010 - February 2012
Job Sportfishing Consultant at White Water Outfitters
Industry Sporting Goods
Experience
Prudential Financial January 2012 - December 2013
Morgan Stanley Smith Barney April 2010 - February 2012
Larry's Lighthouse Marina December 2001 - December 2008
Hampton Watercraft and Marine November 1998 - December 2001
Altenkirch Precision Outfitters September 1988 - September 1997
Altenkirch Precision Tackle July 1978 - September 1988
Skills
Strategic Financial..., Sales
Education
Long Island University, Southampton Campus 1978 — 1983
Environmental Studies
Sachem High School 1974 — 1978
Prudential Financial January 2012 - December 2013
Morgan Stanley Smith Barney April 2010 - February 2012
Larry's Lighthouse Marina December 2001 - December 2008
Hampton Watercraft and Marine November 1998 - December 2001
Altenkirch Precision Outfitters September 1988 - September 1997
Altenkirch Precision Tackle July 1978 - September 1988
Skills
Strategic Financial..., Sales
Education
Long Island University, Southampton Campus 1978 — 1983
Environmental Studies
Sachem High School 1974 — 1978
Wade Watts, CFP®'s Morgan Stanley Smith Barney Experience October 2004 - May 2010
Job Wealth Strategy Associate
Industry Financial Services
Experience
UBS Financial Services, Inc. May 2010 - Present
Morgan Stanley Smith Barney October 2004 - May 2010
Education
Louisiana State University 1992 — 1997
UBS Financial Services, Inc. May 2010 - Present
Morgan Stanley Smith Barney October 2004 - May 2010
Education
Louisiana State University 1992 — 1997
Kathleen McCormack Kathleen McCormack's Morgan Stanley Smith Barney Experience April 2010 - Present
Job IT Project Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2010 - Present
JPMorgan Chase March 1999 - February 2002
Deloitte September 1992 - October 1999
Fidelity Investments October 1996 - March 1999
Bank of Boston 1990 - 1992
Education
Lehigh University
B.S., Industrial Engineering
Morgan Stanley Smith Barney April 2010 - Present
JPMorgan Chase March 1999 - February 2002
Deloitte September 1992 - October 1999
Fidelity Investments October 1996 - March 1999
Bank of Boston 1990 - 1992
Education
Lehigh University
B.S., Industrial Engineering
Geoff Burroughs CFP® Geoff Burroughs CFP®'s Morgan Stanley Smith Barney Experience June 2007 - March 2013
Job Associate Vice President at Harbor Investment Advisory
Industry Financial Services
Experience
Harbor Investment Advisory March 2013 - Present
Morgan Stanley Smith Barney June 2007 - March 2013
Loyola College in Maryland September 2001 - December 2010
Cintas August 2001 - June 2007
Education
Loyola College in Maryland 1997 — 2001
BBA, Finance
Joel Barlow
Harbor Investment Advisory March 2013 - Present
Morgan Stanley Smith Barney June 2007 - March 2013
Loyola College in Maryland September 2001 - December 2010
Cintas August 2001 - June 2007
Education
Loyola College in Maryland 1997 — 2001
BBA, Finance
Joel Barlow
Maria Pyatigorsky's Morgan Stanley Smith Barney Experience May 2009 - June 2010
Job Investment Associate at Wetherby Asset Management
Industry Investment Management
Experience
Wetherby Asset Management July 2013 - Present
Wetherby Asset Management December 2011 - June 2013
Morgan Stanley Smith Barney May 2009 - June 2010
City of San Jose August 2009 - December 2009
Skills
Excel, Word, PowerPoint, Bloomberg, Microsoft Excel
Education
University of San Francisco 2010 — 2011
MS, Financial Analysis
CFA SF review classes 2010 — 2010
San Jose State University 2008 — 2010
BS, Finance
Lomonosov Moscow State University (MSU) 2004 — 2006
area studies and foreign affairs
Wetherby Asset Management July 2013 - Present
Wetherby Asset Management December 2011 - June 2013
Morgan Stanley Smith Barney May 2009 - June 2010
City of San Jose August 2009 - December 2009
Skills
Excel, Word, PowerPoint, Bloomberg, Microsoft Excel
Education
University of San Francisco 2010 — 2011
MS, Financial Analysis
CFA SF review classes 2010 — 2010
San Jose State University 2008 — 2010
BS, Finance
Lomonosov Moscow State University (MSU) 2004 — 2006
area studies and foreign affairs
Candice Woods Candice Woods's Morgan Stanley Smith Barney Experience November 2005 - January 2012
Job CEO/President at Fab Fit Global Inc
Industry Health, Wellness and Fitness
Experience
City of Durham May 2015 - Present
Fab Fit Global Inc. September 2014 - Present
Fabulous Fitness NYC January 2012 - September 2014
Morgan Stanley Smith Barney November 2005 - January 2012
Mellon HR Solutions October 2000 - November 2004
Skills
Team Building, Coaching, Leadership, Process Improvement, Customer Service, Entrepreneurship, Management, Public Speaking, Small Business, Team Leadership, Sales, Training, Marketing, Program Management, Event Planning, Microsoft Office
Education
Liberty University 2009 — 2010
Masters, Accounting
CUNY 2008 — 2009
Bachelors, Business
City of Durham May 2015 - Present
Fab Fit Global Inc. September 2014 - Present
Fabulous Fitness NYC January 2012 - September 2014
Morgan Stanley Smith Barney November 2005 - January 2012
Mellon HR Solutions October 2000 - November 2004
Skills
Team Building, Coaching, Leadership, Process Improvement, Customer Service, Entrepreneurship, Management, Public Speaking, Small Business, Team Leadership, Sales, Training, Marketing, Program Management, Event Planning, Microsoft Office
Education
Liberty University 2009 — 2010
Masters, Accounting
CUNY 2008 — 2009
Bachelors, Business
James Cullen James Cullen's Morgan Stanley Smith Barney Experience May 2011 - Present
Job Engineering Operations at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2011 - Present
Hines March 1996 - June 2011
Skills
Asset Management, Project Management, Vendor Management, Risk Management, Data Center, Process Improvement, Microsoft Office, Disaster Recovery, Program Management, Portfolio Management, Project Planning, Strategic Planning
Education
Lincoln Technical Institute-Union
Morgan Stanley Smith Barney May 2011 - Present
Hines March 1996 - June 2011
Skills
Asset Management, Project Management, Vendor Management, Risk Management, Data Center, Process Improvement, Microsoft Office, Disaster Recovery, Program Management, Portfolio Management, Project Planning, Strategic Planning
Education
Lincoln Technical Institute-Union
Jared Fruland, CTP's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Senior Financial Analyst at Exelon
Industry Oil & Energy
Experience
Exelon August 2015 - Present
Exelon November 2014 - August 2015
Allegion, PLC December 2013 - November 2014
Ingersoll Rand Security Technologies October 2013 - December 2013
PNC April 2013 - October 2013
PNC February 2013 - April 2013
PNC July 2011 - February 2013
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas May 2008 - July 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Illinois State Senator Chris Lauzen May 2007 - May 2010
Skills
Finance, Financial Analysis, Microsoft Office, Economics, Investments, Accounting, Data Analysis, Financial Modeling, Cash Management, Treasury Management, Risk Management, Real Estate, Financial Reporting, Analytics, Bloomberg, Cash Flow, Strategic Financial..., International Banking..., SEPA, Electronic Funds..., Foreign Exchange..., Netting, Pooling, Microsoft Excel
Education
Loyola University Chicago 2007 — 2011
Bachelor of Business Administration
John Felice Rome Center 2010 — 2010
Exelon August 2015 - Present
Exelon November 2014 - August 2015
Allegion, PLC December 2013 - November 2014
Ingersoll Rand Security Technologies October 2013 - December 2013
PNC April 2013 - October 2013
PNC February 2013 - April 2013
PNC July 2011 - February 2013
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas May 2008 - July 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Illinois State Senator Chris Lauzen May 2007 - May 2010
Skills
Finance, Financial Analysis, Microsoft Office, Economics, Investments, Accounting, Data Analysis, Financial Modeling, Cash Management, Treasury Management, Risk Management, Real Estate, Financial Reporting, Analytics, Bloomberg, Cash Flow, Strategic Financial..., International Banking..., SEPA, Electronic Funds..., Foreign Exchange..., Netting, Pooling, Microsoft Excel
Education
Loyola University Chicago 2007 — 2011
Bachelor of Business Administration
John Felice Rome Center 2010 — 2010
Jessica Walto Jessica Walto's Morgan Stanley Smith Barney Experience September 2009 - December 2009
Job Internal Wholesaler at AXA Distributors
Industry Financial Services
Experience
AXA Distributors August 2014 - Present
AXA Distributors June 2014 - Present
Morgan Stanley Wealth Management September 2010 - June 2014
Wells Fargo Financial June 2010 - September 2010
Morgan Stanley Smith Barney September 2009 - December 2009
Share Our Strength June 2009 - August 2009
TAG Public Relations & Marketing Group May 2008 - August 2008
Skills
Series 7, Series 63, Series 65, Licensed Life Insurance..., Marketing, Business Development, Management, Financial Services, Event Management, Investment Advisory, Managing Accounts, Uniform Combined State..., Fundraising, Separately Managed..., Investments, Term Life Insurance, Financial Analysis, Financial Goals, Foreign Exchange, Mutual Funds, Investment Management, Due Diligence, Asset Allocation, Credit Risk, Small Business, Financial Risk
Education
Loyola University Maryland 2006 — 2010
Bachelor of Business Administration, Marketing Specialization
AXA Distributors August 2014 - Present
AXA Distributors June 2014 - Present
Morgan Stanley Wealth Management September 2010 - June 2014
Wells Fargo Financial June 2010 - September 2010
Morgan Stanley Smith Barney September 2009 - December 2009
Share Our Strength June 2009 - August 2009
TAG Public Relations & Marketing Group May 2008 - August 2008
Skills
Series 7, Series 63, Series 65, Licensed Life Insurance..., Marketing, Business Development, Management, Financial Services, Event Management, Investment Advisory, Managing Accounts, Uniform Combined State..., Fundraising, Separately Managed..., Investments, Term Life Insurance, Financial Analysis, Financial Goals, Foreign Exchange, Mutual Funds, Investment Management, Due Diligence, Asset Allocation, Credit Risk, Small Business, Financial Risk
Education
Loyola University Maryland 2006 — 2010
Bachelor of Business Administration, Marketing Specialization
Oksana Sokolovsky Oksana Sokolovsky's Morgan Stanley Smith Barney Experience June 2009 - May 2010
Job ROKITT, CoFounder and CEO
Industry Information Technology and Services
Experience
ROKITT August 2014 - Present
Deutsche Bank October 2013 - July 2014
Deutsche Bank November 2012 - October 2013
Deutsche Bank January 2012 - November 2012
Deutsche Bank May 2010 - December 2011
Morgan Stanley Smith Barney June 2009 - May 2010
Morgan Stanley March 2005 - May 2009
United Health Group June 2004 - March 2005
JPMorgan Chase December 2000 - June 2004
Deutsche Bank 1999 - 2000
Skills
Vendor Management, Program Management, Integration, Quality Assurance, Outsourcing, Six Sigma, Management, Process Engineering, Risk Management, Banking, Team Building, Performance Management, Business Process, Strategy, Relationship Management, Security, IT Strategy, SDLC, Investment Banking, Testing, PMO, Infrastructure, Project Portfolio..., IT Management, Project Delivery, Financial Services, Business Transformation, Change Management, Requirements Analysis, Process Improvement, IT Operations, Business Analysis, Databases, Disaster Recovery, Enterprise Architecture, ITIL, Leadership, Offshoring, Stakeholder Management
Education
INSEAD 2013 — 2013
London Business School 2012 — 2013
Long Island University 1998 — 1999
Master's degree
Long Island University 1995 — 1996
MA
Long Island University 1989 — 1993
BA
ROKITT August 2014 - Present
Deutsche Bank October 2013 - July 2014
Deutsche Bank November 2012 - October 2013
Deutsche Bank January 2012 - November 2012
Deutsche Bank May 2010 - December 2011
Morgan Stanley Smith Barney June 2009 - May 2010
Morgan Stanley March 2005 - May 2009
United Health Group June 2004 - March 2005
JPMorgan Chase December 2000 - June 2004
Deutsche Bank 1999 - 2000
Skills
Vendor Management, Program Management, Integration, Quality Assurance, Outsourcing, Six Sigma, Management, Process Engineering, Risk Management, Banking, Team Building, Performance Management, Business Process, Strategy, Relationship Management, Security, IT Strategy, SDLC, Investment Banking, Testing, PMO, Infrastructure, Project Portfolio..., IT Management, Project Delivery, Financial Services, Business Transformation, Change Management, Requirements Analysis, Process Improvement, IT Operations, Business Analysis, Databases, Disaster Recovery, Enterprise Architecture, ITIL, Leadership, Offshoring, Stakeholder Management
Education
INSEAD 2013 — 2013
London Business School 2012 — 2013
Long Island University 1998 — 1999
Master's degree
Long Island University 1995 — 1996
MA
Long Island University 1989 — 1993
BA
Daniel Ruggiero Daniel Ruggiero's Morgan Stanley Smith Barney Experience July 2004 - October 2007
Job Account Service Manager
Industry Financial Services
Experience
Legg Mason August 2010 - Present
Legg Mason 2007 - 2010
Morgan Stanley Smith Barney July 2004 - October 2007
Skills
Series 7, Series 63, Equities, Investments, Asset Allocation, Alternative Investments, Investment Strategies
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Finance and Global Business
Loyola University Maryland 2000 — 2004
BBA, Finance
Legg Mason August 2010 - Present
Legg Mason 2007 - 2010
Morgan Stanley Smith Barney July 2004 - October 2007
Skills
Series 7, Series 63, Equities, Investments, Asset Allocation, Alternative Investments, Investment Strategies
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Finance and Global Business
Loyola University Maryland 2000 — 2004
BBA, Finance
Alexandra Wtulich's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Trading Assistant at Annaly Capital Management
Industry Financial Services
Experience
Annaly Capital Management October 2010 - Present
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Fixed Income, Bloomberg, Microsoft Office, Microsoft Excel, Financial Analysis, Portfolio Management, Asset Management, Bloomberg Terminal, Mortgage Backed..., Repo
Education
Loyola University Maryland 2006 — 2010
BBA, Finance
The American University of Paris
Annaly Capital Management October 2010 - Present
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Fixed Income, Bloomberg, Microsoft Office, Microsoft Excel, Financial Analysis, Portfolio Management, Asset Management, Bloomberg Terminal, Mortgage Backed..., Repo
Education
Loyola University Maryland 2006 — 2010
BBA, Finance
The American University of Paris
Gregory Accarino Gregory Accarino's Morgan Stanley Smith Barney Experience June 2010 - September 2012
Job Senior Project Manager Marsh Global Technology Infrastucture PMO at Marsh & McLennan Companies, Inc.
Industry Financial Services
Experience
Marsh & McLennan Companies, Inc. September 2012 - Present
Certified Project Managment Professional (PMP) September 2005 - Present
Morgan Stanley Smith Barney June 2010 - September 2012
The Bank of New York Mellon December 1984 - December 2009
MAJOR ACCOMPLISHMENTS January 1984 - December 2009
The Bank of New York 1998 - December 2001
Meinhard Commercial January 1981 - January 1984
Ecological Analysts, Inc January 1974 - January 1981
Skills
ITIL, Data Center, Vendor Management, Program Management, MS Project, Disaster Recovery, PMP, Software Project..., Business Continuity, IT Strategy, Change Management, Project Planning, Team Leadership, Cross-functional Team..., Strategic Planning, Team Building, Project Delivery, Business Analysis, Servers, Testing, SDLC, Management, Project Portfolio..., Requirements Analysis, Business Process..., Technical Project..., IT Management, Visio, Virtualization, Software Documentation, Risk Management, Cisco Technologies, Governance, PMO, IT Operations, Infrastructure, Operating Systems, Process Improvement, Leadership, Citrix, Integration, IT Service Management, Outsourcing, Project Management, Enterprise Architecture, VMware, SharePoint, Information Technology, Service Management, Microsoft Project
Education
Consulting Portal 2009 — 2009
ITIL V3, Business Administration
Long Island University 1979 — 1981
MBA, Information Technology
University of Florida 1973 — 1974
Master of Science, Zoology/Animal Biology
Manhattan College 1968 — 1972
Bachelor of Science, Biology, General
Marsh & McLennan Companies, Inc. September 2012 - Present
Certified Project Managment Professional (PMP) September 2005 - Present
Morgan Stanley Smith Barney June 2010 - September 2012
The Bank of New York Mellon December 1984 - December 2009
MAJOR ACCOMPLISHMENTS January 1984 - December 2009
The Bank of New York 1998 - December 2001
Meinhard Commercial January 1981 - January 1984
Ecological Analysts, Inc January 1974 - January 1981
Skills
ITIL, Data Center, Vendor Management, Program Management, MS Project, Disaster Recovery, PMP, Software Project..., Business Continuity, IT Strategy, Change Management, Project Planning, Team Leadership, Cross-functional Team..., Strategic Planning, Team Building, Project Delivery, Business Analysis, Servers, Testing, SDLC, Management, Project Portfolio..., Requirements Analysis, Business Process..., Technical Project..., IT Management, Visio, Virtualization, Software Documentation, Risk Management, Cisco Technologies, Governance, PMO, IT Operations, Infrastructure, Operating Systems, Process Improvement, Leadership, Citrix, Integration, IT Service Management, Outsourcing, Project Management, Enterprise Architecture, VMware, SharePoint, Information Technology, Service Management, Microsoft Project
Education
Consulting Portal 2009 — 2009
ITIL V3, Business Administration
Long Island University 1979 — 1981
MBA, Information Technology
University of Florida 1973 — 1974
Master of Science, Zoology/Animal Biology
Manhattan College 1968 — 1972
Bachelor of Science, Biology, General
Anton Suprun Anton Suprun's Morgan Stanley Smith Barney Experience January 2009 - May 2009
Job Managing Director, Capital Markets RH Capital Partners
Industry Investment Management
Experience
RH Capital Partners February 2013 - Present
Rada Capital September 2012 - Present
STANDART NV Investment Banking September 2011 - June 2012
STANDART NV Investment Banking July 2011 - September 2011
STANDART NV Investment Banking April 2011 - July 2011
JCF Capital Advisors June 2009 - February 2011
Morgan Stanley Smith Barney January 2009 - May 2009
United States Marine Corps September 1999 - September 2003
Skills
Investment Banking, Investments, Valuation, Financial Modeling, Corporate Finance
Education
San Diego State University-California State University 2003 — 2008
International Business, Finance
Lomonosov Moscow State University (MSU) 2007 — 2007
RH Capital Partners February 2013 - Present
Rada Capital September 2012 - Present
STANDART NV Investment Banking September 2011 - June 2012
STANDART NV Investment Banking July 2011 - September 2011
STANDART NV Investment Banking April 2011 - July 2011
JCF Capital Advisors June 2009 - February 2011
Morgan Stanley Smith Barney January 2009 - May 2009
United States Marine Corps September 1999 - September 2003
Skills
Investment Banking, Investments, Valuation, Financial Modeling, Corporate Finance
Education
San Diego State University-California State University 2003 — 2008
International Business, Finance
Lomonosov Moscow State University (MSU) 2007 — 2007
Christopher L. DuComb Christopher L. DuComb's Morgan Stanley Smith Barney Experience February 2011 - June 2011
Job .
Industry Industrial Automation
Experience
W.C. DuComb Co., Inc. February 2015 - Present
Cross River Partners, LP January 2013 - March 2014
Aegis Capital Corp. May 2012 - December 2012
Morgan Stanley Smith Barney February 2011 - June 2011
Skills
Alternative Investments, Portfolio Management, Hedge Funds, Investments, Equities, Series 7, Asset Allocation, Electronic Trading, Mutual Funds, Investment Management, Asset Management
Education
Lawrence Technological University 2015 — 2019
Bachelor of Engineering (B.E.), Mechanical Engineering
University of Massachusetts Boston 2007 — 2010
Bachelor of Science, Finance/Economics
MHS
Saint Michael's College
W.C. DuComb Co., Inc. February 2015 - Present
Cross River Partners, LP January 2013 - March 2014
Aegis Capital Corp. May 2012 - December 2012
Morgan Stanley Smith Barney February 2011 - June 2011
Skills
Alternative Investments, Portfolio Management, Hedge Funds, Investments, Equities, Series 7, Asset Allocation, Electronic Trading, Mutual Funds, Investment Management, Asset Management
Education
Lawrence Technological University 2015 — 2019
Bachelor of Engineering (B.E.), Mechanical Engineering
University of Massachusetts Boston 2007 — 2010
Bachelor of Science, Finance/Economics
MHS
Saint Michael's College
John J. Betterman John J. Betterman's Morgan Stanley Smith Barney Experience March 1987 - May 1994
Job CoFounder at Madison Family Advisors, Inc
Industry Financial Services
Experience
Madison Family Advisors, Inc. December 2011 - Present
Oak Family Advisors, LLC August 2010 - November 2011
Betterman Investment Group, LLC 2006 - 2010
Merrill Lynch May 1994 - June 2006
Morgan Stanley Smith Barney March 1987 - May 1994
McKesson July 1984 - March 1987
Skills
Asset Allocation, Wealth Management, Alternative Investments, Series 7, Investments, Series 63, Mutual Funds, Mergers & Acquisitions, Investment Strategies, Portfolio Management, Start-ups, Asset Management, Trading, Hedge Funds, Finance, Derivatives, Leadership, Equities, Morningstar, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1988 — 1993
Master of Management, Finance, Marketing, International Business
University of Illinois at Urbana-Champaign 1982 — 1984
Bachelor of Arts, Economics/Psychology
Loras College 1980 — 1982
Loyola Academy 1976 — 1980
Madison Family Advisors, Inc. December 2011 - Present
Oak Family Advisors, LLC August 2010 - November 2011
Betterman Investment Group, LLC 2006 - 2010
Merrill Lynch May 1994 - June 2006
Morgan Stanley Smith Barney March 1987 - May 1994
McKesson July 1984 - March 1987
Skills
Asset Allocation, Wealth Management, Alternative Investments, Series 7, Investments, Series 63, Mutual Funds, Mergers & Acquisitions, Investment Strategies, Portfolio Management, Start-ups, Asset Management, Trading, Hedge Funds, Finance, Derivatives, Leadership, Equities, Morningstar, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1988 — 1993
Master of Management, Finance, Marketing, International Business
University of Illinois at Urbana-Champaign 1982 — 1984
Bachelor of Arts, Economics/Psychology
Loras College 1980 — 1982
Loyola Academy 1976 — 1980
Janice Ang-Smith, MIS Janice Ang-Smith, MIS's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job
Industry Insurance
Experience
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas May 2014 - Present
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas November 2012 - May 2014
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas June 2011 - 2012
Creative Financial Staffing (CFS) November 2010 - February 2011
National Opinion Research Center at the University of Chicago February 2010 - September 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Grossinger Autoplex June 2004 - August 2008
Skills
Finance, Accounting, Corporate Finance, Accounts Receivable, Process Improvement, Accounts Payable, Financial Analysis, Analysis, Budgets, Access, Financial Reporting, Forecasting, Data Analysis, Business Analysis, Management, SDLC, Vendor Management, Customer Service, Microsoft Excel, Project Management
Education
Robert Morris University, Chicago Illinois 2013 — 2015
Master’s Degree, Information Technology - Business Analytics
Loyola University Chicago 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas May 2014 - Present
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas November 2012 - May 2014
Blue Cross and Blue Shield of Illinois, New Mexico, Oklahoma & Texas June 2011 - 2012
Creative Financial Staffing (CFS) November 2010 - February 2011
National Opinion Research Center at the University of Chicago February 2010 - September 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Grossinger Autoplex June 2004 - August 2008
Skills
Finance, Accounting, Corporate Finance, Accounts Receivable, Process Improvement, Accounts Payable, Financial Analysis, Analysis, Budgets, Access, Financial Reporting, Forecasting, Data Analysis, Business Analysis, Management, SDLC, Vendor Management, Customer Service, Microsoft Excel, Project Management
Education
Robert Morris University, Chicago Illinois 2013 — 2015
Master’s Degree, Information Technology - Business Analytics
Loyola University Chicago 2007 — 2009
Bachelor of Business Administration (B.B.A.), Finance
Paul Sanfilippo Paul Sanfilippo's Morgan Stanley Smith Barney Experience December 1999 - January 2001
Job National Sales Director at DataRaptor Technologies Inc
Industry Insurance
Experience
DataRaptor Technologies Inc May 2014 - Present
Pinney Insurance Center, Inc January 2011 - May 2014
CPS Insurance Services February 2010 - December 2010
Crump Insurance June 2004 - October 2009
Ameritas Investment Corp February 2000 - June 2004
Ameriquest Capital Group July 2003 - April 2004
Foresters September 2001 - April 2003
Fleet Bank December 2000 - August 2001
Morgan Stanley Smith Barney December 1999 - January 2001
MetLife Financial Services June 1998 - February 1999
Skills
Business Planning, Financial Planning, Settlement, Retirement Planning, Estate Planning, Wealth Management, Business Strategy, Retirement Income..., Retirement, New Business Development, Marketing Strategy, Insurance, Wealth, Saving for Education, Insurance Planning, Asset Allocation, Asset Management, Market Research, Competitive Analysis, Financial Advice, Inheritance Tax Planning, Strategy Development, Charitable Giving, Risk Management, Long Term Care, Annuities, Disability Insurance, Succession Planning, Term Life Insurance, Underwriting, IRA's, Direct Marketing, Business Process..., Fixed Annuities, Financial Planners, Long-term Care, Social Media Marketing, Strategic Financial..., IRAs, Health Insurance, Wealth Accumulation, Financial Advisory, Life Insurance, Universal Life, 401k, Whole Life, Employee Benefits, Brokers, Long Term Care Insurance, Small Business
Education
Santa Monica College 1996 — 1997
General Ed, Pre Med
MiraCosta College 1993 — 1996
General Ed, Psychology
Palomar College 1992 — 1994
General Ed, Education
LIU Post 1991 — 1992
General Ed, Education
DataRaptor Technologies Inc May 2014 - Present
Pinney Insurance Center, Inc January 2011 - May 2014
CPS Insurance Services February 2010 - December 2010
Crump Insurance June 2004 - October 2009
Ameritas Investment Corp February 2000 - June 2004
Ameriquest Capital Group July 2003 - April 2004
Foresters September 2001 - April 2003
Fleet Bank December 2000 - August 2001
Morgan Stanley Smith Barney December 1999 - January 2001
MetLife Financial Services June 1998 - February 1999
Skills
Business Planning, Financial Planning, Settlement, Retirement Planning, Estate Planning, Wealth Management, Business Strategy, Retirement Income..., Retirement, New Business Development, Marketing Strategy, Insurance, Wealth, Saving for Education, Insurance Planning, Asset Allocation, Asset Management, Market Research, Competitive Analysis, Financial Advice, Inheritance Tax Planning, Strategy Development, Charitable Giving, Risk Management, Long Term Care, Annuities, Disability Insurance, Succession Planning, Term Life Insurance, Underwriting, IRA's, Direct Marketing, Business Process..., Fixed Annuities, Financial Planners, Long-term Care, Social Media Marketing, Strategic Financial..., IRAs, Health Insurance, Wealth Accumulation, Financial Advisory, Life Insurance, Universal Life, 401k, Whole Life, Employee Benefits, Brokers, Long Term Care Insurance, Small Business
Education
Santa Monica College 1996 — 1997
General Ed, Pre Med
MiraCosta College 1993 — 1996
General Ed, Psychology
Palomar College 1992 — 1994
General Ed, Education
LIU Post 1991 — 1992
General Ed, Education
Paige Mitts's Morgan Stanley Smith Barney Experience April 2009 - June 2011
Job Client Services Associate at PFW Advisors
Industry Financial Services
Experience
PFW Advisors May 2015 - Present
HealthMarkets November 2013 - May 2015
UGA Terry College of Business Executive CFP Certification March 2013 - August 2014
CornerCap Investment Counsel June 2011 - May 2013
Morgan Stanley Smith Barney April 2009 - June 2011
Citibank 2007 - 2008
SunTrust Bank 2000 - 2007
Chattahoochee National Bank 1999 - 2000
Wachovia 1987 - 2000
Skills
Financial Services, Insurance, Estate Planning, Retirement Planning, Investment Strategies, Wealth Management, Investments, Financial Planning, Finance
Education
University of Georgia - Terry College of Business 2013 — 2014
CFP
College for Financial Planning 2003 — 2004
RP
Louisiana State University 1981 — 1985
BS
PFW Advisors May 2015 - Present
HealthMarkets November 2013 - May 2015
UGA Terry College of Business Executive CFP Certification March 2013 - August 2014
CornerCap Investment Counsel June 2011 - May 2013
Morgan Stanley Smith Barney April 2009 - June 2011
Citibank 2007 - 2008
SunTrust Bank 2000 - 2007
Chattahoochee National Bank 1999 - 2000
Wachovia 1987 - 2000
Skills
Financial Services, Insurance, Estate Planning, Retirement Planning, Investment Strategies, Wealth Management, Investments, Financial Planning, Finance
Education
University of Georgia - Terry College of Business 2013 — 2014
CFP
College for Financial Planning 2003 — 2004
RP
Louisiana State University 1981 — 1985
BS
Justin Remsen Justin Remsen's Morgan Stanley Smith Barney Experience June 2007 - August 2007
Job Credit Analyst at Moody's Investors Service
Industry Management Consulting
Experience
Moody's Investors Service September 2015 - Present
Moody's Investor Services September 2013 - Present
Accenture April 2010 - August 2013
Navigant Consulting September 2009 - April 2010
Valley National Bank July 2008 - August 2008
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Business Analysis, Consulting, Project Management, Microsoft Excel, Visio, Finance, IT Strategy, Data Analysis, Finance Transformation, Agile & Waterfall..., Operational Risk..., Building Business..., PowerPoint, Financial & Operational..., Financial Accounting, Financial Modeling, Financial Analysis
Education
Lehigh University
Bachelor of Science (B.S.), Finance
New York University - Leonard N. Stern School of Business
West Essex
Moody's Investors Service September 2015 - Present
Moody's Investor Services September 2013 - Present
Accenture April 2010 - August 2013
Navigant Consulting September 2009 - April 2010
Valley National Bank July 2008 - August 2008
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Business Analysis, Consulting, Project Management, Microsoft Excel, Visio, Finance, IT Strategy, Data Analysis, Finance Transformation, Agile & Waterfall..., Operational Risk..., Building Business..., PowerPoint, Financial & Operational..., Financial Accounting, Financial Modeling, Financial Analysis
Education
Lehigh University
Bachelor of Science (B.S.), Finance
New York University - Leonard N. Stern School of Business
West Essex
Daniela Marie Cheeseman-LMSW's Morgan Stanley Smith Barney Experience October 2003 - May 2006
Job Vice President/Chief Branding and Sales Offcer at Couture and Pret LTD
Industry Luxury Goods & Jewelry
Experience
Couture and Pret LTD July 2015 - Present
Better Help May 2015 - Present
Giu Giu Boutique January 2009 - Present
BWAC September 2011 - Present
Officina Bernardi LTD May 2009 - July 2015
Ocean Conservatory 2009 - 2010
PHD Capital-Perrin, Holden, Davenport Capital May 2009 - September 2009
Housing Works 2008 - 2009
Morgan Stanley Smith Barney October 2003 - May 2006
Davidoff Malito & Hutcher 2002 - 2003
Skills
Artist, Fine Art Painter, Jewelry Design, Handmade Jewelry, Fundraising, Fine Art, Negotiation, Sales, Non-profits, Problem Solving, Strategic Planning, Customer Service, Customer Satisfaction, Marketing, Painting, Jewelry, Watches, Brand Development, Facebook, Illustration, Public Speaking, Advertising, Art, Event Management, Training, Nonprofits, Social Media, Photoshop, Photography, Fashion, Finance, Social Networking, Business Strategy, Marketing Strategy, Product Marketing, Direct Sales
Education
LIU Brooklyn 2007 — 2009
MSW, Masters in Social Work
State University of New York College at Buffalo 1998 — 2002
Bachelors, English and Italian
St. Anthanasius
Junior high and grammar school diploma, General education
Couture and Pret LTD July 2015 - Present
Better Help May 2015 - Present
Giu Giu Boutique January 2009 - Present
BWAC September 2011 - Present
Officina Bernardi LTD May 2009 - July 2015
Ocean Conservatory 2009 - 2010
PHD Capital-Perrin, Holden, Davenport Capital May 2009 - September 2009
Housing Works 2008 - 2009
Morgan Stanley Smith Barney October 2003 - May 2006
Davidoff Malito & Hutcher 2002 - 2003
Skills
Artist, Fine Art Painter, Jewelry Design, Handmade Jewelry, Fundraising, Fine Art, Negotiation, Sales, Non-profits, Problem Solving, Strategic Planning, Customer Service, Customer Satisfaction, Marketing, Painting, Jewelry, Watches, Brand Development, Facebook, Illustration, Public Speaking, Advertising, Art, Event Management, Training, Nonprofits, Social Media, Photoshop, Photography, Fashion, Finance, Social Networking, Business Strategy, Marketing Strategy, Product Marketing, Direct Sales
Education
LIU Brooklyn 2007 — 2009
MSW, Masters in Social Work
State University of New York College at Buffalo 1998 — 2002
Bachelors, English and Italian
St. Anthanasius
Junior high and grammar school diploma, General education
Tonia Lee Tonia Lee's Morgan Stanley Smith Barney Experience 1996 - 1998
Job General Manager, CharmTV, CharmTV.tv, and CharmTV Productions
Industry Entertainment
Experience
CharmTV July 2013 - Present
TV One/Comcast Cable September 2011 - June 2013
You Never Know Ventures 2009 - 2011
Turner Broadcasting 2006 - 2009
The Weather Channel 2005 - 2006
The Weather Channel 2002 - 2005
RBC Capital Markets 1999 - 2002
Morgan Stanley Smith Barney 1996 - 1998
Citi 1991 - 1994
Skills
Business Method Patents, Area Served Process..., Strategy, Strategic Planning, Strategic Partnerships, Mergers, Digital Media, Digital Strategy, Corporate Development, Business Development, Marketing Strategy, Leadership, Television, New Media, Executive Management
Education
London Business School
Graduate International Business Exchange Program
University of California, Los Angeles
NAMIC Executive Leadership Development Program
University of Pennsylvania
BA, International Relations
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
Western High School
High School, Advanced College Preparatory
CharmTV July 2013 - Present
TV One/Comcast Cable September 2011 - June 2013
You Never Know Ventures 2009 - 2011
Turner Broadcasting 2006 - 2009
The Weather Channel 2005 - 2006
The Weather Channel 2002 - 2005
RBC Capital Markets 1999 - 2002
Morgan Stanley Smith Barney 1996 - 1998
Citi 1991 - 1994
Skills
Business Method Patents, Area Served Process..., Strategy, Strategic Planning, Strategic Partnerships, Mergers, Digital Media, Digital Strategy, Corporate Development, Business Development, Marketing Strategy, Leadership, Television, New Media, Executive Management
Education
London Business School
Graduate International Business Exchange Program
University of California, Los Angeles
NAMIC Executive Leadership Development Program
University of Pennsylvania
BA, International Relations
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance
Western High School
High School, Advanced College Preparatory
Michelle Clary Michelle Clary's Morgan Stanley Smith Barney Experience 2005 - 2008
Job Evergreen Home Loans
Industry Financial Services
Experience
Evergreen Home Loans March 2015 - Present
Washington Federal November 2011 - February 2015
Morgan Stanley Smith Barney 2005 - 2008
Wells Fargo Bank August 1990 - December 1999
Skills
Strategic Planning, Banking, Customer Relations, Risk Management, Portfolio Management, Team Building, Customer Service, Leadership, Loans, Training, Marketing, Loan Origination, Commercial Banking, Customer Retention, Consumer Lending, Sales
Education
Lane Community College 1988 — 1990
Art Education
Evergreen Home Loans March 2015 - Present
Washington Federal November 2011 - February 2015
Morgan Stanley Smith Barney 2005 - 2008
Wells Fargo Bank August 1990 - December 1999
Skills
Strategic Planning, Banking, Customer Relations, Risk Management, Portfolio Management, Team Building, Customer Service, Leadership, Loans, Training, Marketing, Loan Origination, Commercial Banking, Customer Retention, Consumer Lending, Sales
Education
Lane Community College 1988 — 1990
Art Education
Angela Tawfilis's Morgan Stanley Smith Barney Experience May 2012 - February 2013
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch August 2015 - Present
Glass Malek Glass May 2015 - August 2015
Wells Fargo Advisors June 2013 - April 2015
Wells Fargo Advisors February 2013 - May 2013
Morgan Stanley Smith Barney May 2012 - February 2013
CFO's Office-Loyola Marymount University May 2011 - October 2012
President's Office-Loyola Marymount University January 2012 - May 2012
Loyola Marymount University January 2011 - May 2012
Islands Restaurants July 2010 - October 2010
Alexandra DiNovi May 2010 - August 2010
Education
Loyola Marymount University 2009 — 2013
Bachelor of Arts, Finance, 3.7
Merrill Lynch August 2015 - Present
Glass Malek Glass May 2015 - August 2015
Wells Fargo Advisors June 2013 - April 2015
Wells Fargo Advisors February 2013 - May 2013
Morgan Stanley Smith Barney May 2012 - February 2013
CFO's Office-Loyola Marymount University May 2011 - October 2012
President's Office-Loyola Marymount University January 2012 - May 2012
Loyola Marymount University January 2011 - May 2012
Islands Restaurants July 2010 - October 2010
Alexandra DiNovi May 2010 - August 2010
Education
Loyola Marymount University 2009 — 2013
Bachelor of Arts, Finance, 3.7
Shawket Tuser Shawket Tuser's Morgan Stanley Smith Barney Experience 2012 - 2012
Job Sr QA Analyst at Dealertrack Technologies
Industry Automotive
Experience
Dealertrack Technologies March 2015 - Present
PSEG February 2014 - February 2015
DTCC 2013 - 2014
Vanguard 2012 - 2013
Morgan Stanley Smith Barney 2012 - 2012
Lowe's 2011 - 2012
JP Morgan Chase 2008 - 2011
UnitedHealthCare 2006 - 2008
Skills
Testing, Quality Assurance, Retail, Customer Service, Inventory Management, Merchandising, Store Management, Loss Prevention, Inventory Control, Retail Sales, SQL, SDLC, Leadership, Software Documentation, Requirements Analysis, SharePoint, Mobile Devices, Team Building, Microsoft Office, Strategic Planning, Databases, ALM, Bug Tracking, Selenium, Automation, STLC, SAP/ WM, MM, SD, HCM, Team Leadership, Cross-functional Team...
Education
Lincoln Technical Institute-Union 2009 — 2011
Diploma, Automotive Technology
BMCC, New York, New York
Associate Degree, Information Technology
Dealertrack Technologies March 2015 - Present
PSEG February 2014 - February 2015
DTCC 2013 - 2014
Vanguard 2012 - 2013
Morgan Stanley Smith Barney 2012 - 2012
Lowe's 2011 - 2012
JP Morgan Chase 2008 - 2011
UnitedHealthCare 2006 - 2008
Skills
Testing, Quality Assurance, Retail, Customer Service, Inventory Management, Merchandising, Store Management, Loss Prevention, Inventory Control, Retail Sales, SQL, SDLC, Leadership, Software Documentation, Requirements Analysis, SharePoint, Mobile Devices, Team Building, Microsoft Office, Strategic Planning, Databases, ALM, Bug Tracking, Selenium, Automation, STLC, SAP/ WM, MM, SD, HCM, Team Leadership, Cross-functional Team...
Education
Lincoln Technical Institute-Union 2009 — 2011
Diploma, Automotive Technology
BMCC, New York, New York
Associate Degree, Information Technology
Lauren Alpert Lauren Alpert's Morgan Stanley Smith Barney Experience October 2011 - February 2012
Job Negotiator, Local Activation at ZenithOptimedia Group I The ROI Agency
Industry Higher Education
Experience
ZenithOptimedia Group I The ROI Agency September 2014 - Present
GroupM June 2014 - September 2014
GroupM February 2012 - June 2014
Morgan Stanley Smith Barney October 2011 - February 2012
Bed Bath & Beyond June 2007 - October 2011
WABC-TV June 2010 - August 2010
Skills
B2B, CRM, Negotiation, Cold Calling, Social Media, Leadership, Social Networking, Market Research, Data Analysis, Research, Access, Facebook, Public Speaking, Media Buying, Media Analysis, Advertising, Broadcast, Radio, Television, Accounting, Marketing Research
Education
Lehigh University - College of Business and Economics 2007 — 2011
BS, Accounting
ZenithOptimedia Group I The ROI Agency September 2014 - Present
GroupM June 2014 - September 2014
GroupM February 2012 - June 2014
Morgan Stanley Smith Barney October 2011 - February 2012
Bed Bath & Beyond June 2007 - October 2011
WABC-TV June 2010 - August 2010
Skills
B2B, CRM, Negotiation, Cold Calling, Social Media, Leadership, Social Networking, Market Research, Data Analysis, Research, Access, Facebook, Public Speaking, Media Buying, Media Analysis, Advertising, Broadcast, Radio, Television, Accounting, Marketing Research
Education
Lehigh University - College of Business and Economics 2007 — 2011
BS, Accounting
Paul Lischwe Paul Lischwe's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Financial Analyst at Thomas & Betts
Industry Electrical/Electronic Manufacturing
Experience
Thomas & Betts September 2014 - Present
Graybar July 2012 - September 2014
Graybar April 2011 - July 2012
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Access, Outlook, Accounting, Customer Service, Accounts Receivable, SAP, Financial Analysis, Data Analysis, Financial Reporting, Budgets, Event Planning, Inventory Management
Education
University of Tulsa 2006 — 2010
Bachelor of Science in Business Administration, Finance
Lindenwood University 2011 — 2013
Master of Business Administration, Accounting
Thomas & Betts September 2014 - Present
Graybar July 2012 - September 2014
Graybar April 2011 - July 2012
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Access, Outlook, Accounting, Customer Service, Accounts Receivable, SAP, Financial Analysis, Data Analysis, Financial Reporting, Budgets, Event Planning, Inventory Management
Education
University of Tulsa 2006 — 2010
Bachelor of Science in Business Administration, Finance
Lindenwood University 2011 — 2013
Master of Business Administration, Accounting
Brian Cormier Brian Cormier's Morgan Stanley Smith Barney Experience May 2008 - November 2008
Job Senior Consulting Operations Analyst at Forrester Research
Industry Financial Services
Experience
Forrester Research May 2015 - Present
Forrester Research January 2015 - May 2015
Forrester Research August 2012 - December 2014
Allstate February 2011 - April 2012
Allstate 2012 - 2012
Leal Associates, Inc. April 2010 - February 2011
Morgan Stanley Smith Barney May 2008 - November 2008
Skills
Valuation, Financial Analysis, Strategic Financial..., Financial Modeling, Financial Reporting, Sales Operations, Salesforce.com, Data Analysis, Finance, Analysis, Business Analysis, PowerPoint, Leadership
Education
Loyola University Chicago 2006 — 2010
BBA, Accounting and Finance
Boston College High School 2002 — 2006
Forrester Research May 2015 - Present
Forrester Research January 2015 - May 2015
Forrester Research August 2012 - December 2014
Allstate February 2011 - April 2012
Allstate 2012 - 2012
Leal Associates, Inc. April 2010 - February 2011
Morgan Stanley Smith Barney May 2008 - November 2008
Skills
Valuation, Financial Analysis, Strategic Financial..., Financial Modeling, Financial Reporting, Sales Operations, Salesforce.com, Data Analysis, Finance, Analysis, Business Analysis, PowerPoint, Leadership
Education
Loyola University Chicago 2006 — 2010
BBA, Accounting and Finance
Boston College High School 2002 — 2006
Ivana Zbozinek Ivana Zbozinek's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Marketing Manager at Endemol Shine North America
Industry Entertainment
Experience
Shine America September 2012 - Present
Shine America September 2011 - October 2012
Morgan Stanley Smith Barney 2010 - 2011
Skills
Entertainment, Event Planning, Film Production, Financial Analysis, Management, Microsoft Office, Social Media, Television
Education
Loyola Marymount University, College of Business Administration 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Shine America September 2012 - Present
Shine America September 2011 - October 2012
Morgan Stanley Smith Barney 2010 - 2011
Skills
Entertainment, Event Planning, Film Production, Financial Analysis, Management, Microsoft Office, Social Media, Television
Education
Loyola Marymount University, College of Business Administration 2003 — 2007
Bachelor's degree, Business Administration and Management, General
Jake Horseman Jake Horseman's Morgan Stanley Smith Barney Experience October 2010 - August 2011
Job Investment Advisor Representative with Horseman Group
Industry Financial Services
Experience
Horseman Group August 2011 - Present
Morgan Stanley Smith Barney October 2010 - August 2011
Education
Lindenwood University 2006 — 2010
Bachelor of Science, Business Administration
Marquette High School 1997 — 2001
Horseman Group August 2011 - Present
Morgan Stanley Smith Barney October 2010 - August 2011
Education
Lindenwood University 2006 — 2010
Bachelor of Science, Business Administration
Marquette High School 1997 — 2001
Anne Hagan, CFP®'s Morgan Stanley Smith Barney Experience February 2006 - January 2007
Job Financial Consultant at Sigma Financial, CFP
Industry Financial Services
Experience
Sigma Financial November 2009 - Present
Morgan Keegan January 2007 - November 2009
Morgan Stanley Smith Barney February 2006 - January 2007
Legg Mason October 1996 - February 2006
Education
Duke University, Executive Program
Executive Program, CFP
LSU
Bachelor of Science (BS), Finance, General
Sigma Financial November 2009 - Present
Morgan Keegan January 2007 - November 2009
Morgan Stanley Smith Barney February 2006 - January 2007
Legg Mason October 1996 - February 2006
Education
Duke University, Executive Program
Executive Program, CFP
LSU
Bachelor of Science (BS), Finance, General
Nathan Arnold Nathan Arnold's Morgan Stanley Smith Barney Experience July 2006 - August 2006
Job Attorney at Johnston Lawyers, P.S.
Industry Law Practice
Experience
Johnston Lawyers, P.S. August 2012 - Present
University of Notre Dame January 2012 - May 2012
St. Joseph County Public Defender's Office August 2011 - May 2012
Johnston Lawyers, P.S. June 2011 - August 2011
Washington State Court of Appeals May 2010 - July 2010
Seattle Genetics June 2008 - July 2009
Seattle Genetics May 2007 - August 2007
Morgan Stanley Smith Barney July 2006 - August 2006
Skills
Legal Writing, Westlaw, Legal Research, Litigation, Commercial Litigation, Courts, Patents, Due Diligence, Corporate Law, Trials, Mediation
Education
University of Notre Dame Law School 2009 — 2012
Doctor of Law (J.D.)
Linfield College 2004 — 2008
B.A., History, Political Science
Johnston Lawyers, P.S. August 2012 - Present
University of Notre Dame January 2012 - May 2012
St. Joseph County Public Defender's Office August 2011 - May 2012
Johnston Lawyers, P.S. June 2011 - August 2011
Washington State Court of Appeals May 2010 - July 2010
Seattle Genetics June 2008 - July 2009
Seattle Genetics May 2007 - August 2007
Morgan Stanley Smith Barney July 2006 - August 2006
Skills
Legal Writing, Westlaw, Legal Research, Litigation, Commercial Litigation, Courts, Patents, Due Diligence, Corporate Law, Trials, Mediation
Education
University of Notre Dame Law School 2009 — 2012
Doctor of Law (J.D.)
Linfield College 2004 — 2008
B.A., History, Political Science
Avi Negrin's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Product Marketing Manager at Microsoft
Industry Computer Software
Experience
Microsoft April 2012 - Present
Morgan Stanley Smith Barney May 2011 - August 2011
Education
Loyola Marymount University 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Microsoft April 2012 - Present
Morgan Stanley Smith Barney May 2011 - August 2011
Education
Loyola Marymount University 2008 — 2012
Bachelor of Business Administration (B.B.A.)
Igor Ivanov Igor Ivanov's Morgan Stanley Smith Barney Experience September 1984 - March 1990
Job President at FFK Forex
Industry Financial Services
Experience
FFK Forex January 2004 - Present
Merrill Lynch March 1990 - January 2003
Morgan Stanley Smith Barney September 1984 - March 1990
Skills
Financial Analysis, Software Development, Account Management, Econometric Modeling, Technical Analysis, Trading Systems, Trading Strategies, Financial Markets, Portfolio Management, Electronic Trading, Risk Management, Trading System, Trading, Portfolio Optimization, FX Options, FX trading, Quantitative Analytics, Options, Statistical Arbitrage, Derivatives, Electronic Trading..., Quantitative Investing, Commodity, Backtesting
Education
Московский Государственный Университет им. М.В. Ломоносова (МГУ) / Lomonosov Moscow State University (MSU) 1971 — 1976
Master's degree, Electrical, Electronics and Communications Engineering
FFK Forex January 2004 - Present
Merrill Lynch March 1990 - January 2003
Morgan Stanley Smith Barney September 1984 - March 1990
Skills
Financial Analysis, Software Development, Account Management, Econometric Modeling, Technical Analysis, Trading Systems, Trading Strategies, Financial Markets, Portfolio Management, Electronic Trading, Risk Management, Trading System, Trading, Portfolio Optimization, FX Options, FX trading, Quantitative Analytics, Options, Statistical Arbitrage, Derivatives, Electronic Trading..., Quantitative Investing, Commodity, Backtesting
Education
Московский Государственный Университет им. М.В. Ломоносова (МГУ) / Lomonosov Moscow State University (MSU) 1971 — 1976
Master's degree, Electrical, Electronics and Communications Engineering
Philip Stuart's Morgan Stanley Smith Barney Experience February 2011 - December 2011
Job Equity Research Associate at Howard Weil
Industry Oil & Energy
Experience
Howard Weil June 2013 - Present
Tulane University September 2012 - May 2013
Capital One Southcoast May 2012 - July 2012
Geophysical Pursuit February 2012 - May 2012
Morgan Stanley Smith Barney February 2011 - December 2011
Skills
Bloomberg Terminal, Research, Microsoft Office, Energy, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Valuation, Equity Research, Financial Analysis, Financial Modeling, Equity Valuation, Statistics, VBA, Finance, Analysis
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master of Management in Energy, Finance & Trading
The London School of Economics and Political Science (LSE) 2011 — 2011
Business Analysis and Valuation
Louisiana State University 2007 — 2011
Bachelor's degree, Finance
Howard Weil June 2013 - Present
Tulane University September 2012 - May 2013
Capital One Southcoast May 2012 - July 2012
Geophysical Pursuit February 2012 - May 2012
Morgan Stanley Smith Barney February 2011 - December 2011
Skills
Bloomberg Terminal, Research, Microsoft Office, Energy, Microsoft Excel, PowerPoint, Data Analysis, Microsoft Word, Valuation, Equity Research, Financial Analysis, Financial Modeling, Equity Valuation, Statistics, VBA, Finance, Analysis
Education
Tulane University - A.B. Freeman School of Business 2012 — 2013
Master of Management in Energy, Finance & Trading
The London School of Economics and Political Science (LSE) 2011 — 2011
Business Analysis and Valuation
Louisiana State University 2007 — 2011
Bachelor's degree, Finance
Jim Mellendick Jim Mellendick's Morgan Stanley Smith Barney Experience 2011 - July 2012
Job VP, Affluent Sales Leader at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2013 - Present
Wells Fargo June 2012 - June 2013
Morgan Stanley Smith Barney 2011 - July 2012
Wells Fargo Advisors 2009 - 2011
Morgan Stanley 2004 - 2009
Skills
Series 7, 401k, Retirement Planning, Series 66, Series 31, Wealth Management, Uniform Combined State..., FINRA, Series 63, Finance, Securities, Investments, Investment Advisory, Asset Management, Asset Allocation, Investment Strategies, Fixed Annuities, Alternative Investments, Series 65, Portfolio Management, Strategic Financial..., Equities, Mutual Funds
Education
Loyola College in Maryland 2000 — 2004
BBA, Cum Laude, Finance
Mt. St. Joseph High School 1996 — 2000
Wells Fargo June 2013 - Present
Wells Fargo June 2012 - June 2013
Morgan Stanley Smith Barney 2011 - July 2012
Wells Fargo Advisors 2009 - 2011
Morgan Stanley 2004 - 2009
Skills
Series 7, 401k, Retirement Planning, Series 66, Series 31, Wealth Management, Uniform Combined State..., FINRA, Series 63, Finance, Securities, Investments, Investment Advisory, Asset Management, Asset Allocation, Investment Strategies, Fixed Annuities, Alternative Investments, Series 65, Portfolio Management, Strategic Financial..., Equities, Mutual Funds
Education
Loyola College in Maryland 2000 — 2004
BBA, Cum Laude, Finance
Mt. St. Joseph High School 1996 — 2000
Bruce Van Newkirk, CFP®, CIMA®, CAIA®'s Morgan Stanley Smith Barney Experience 2005 - Present
Job Consulting Group Regional Director
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2005 - Present
Legg Mason 2001 - 2005
Legg Mason 1998 - 2001
Skills
Series 7, ETFs, Asset Allocation, Separately Managed..., Trading, Alternative Investments, Mutual Funds, Series 63, Wealth Management, Investment Strategies, Series 65, Financial Advisory, Investment Advisory
Education
Loyola College in Maryland 2000 — 2003
MBA, Finance
Towson University 1993 — 1997
Bachelors, Finance
MSJ
Morgan Stanley Smith Barney 2005 - Present
Legg Mason 2001 - 2005
Legg Mason 1998 - 2001
Skills
Series 7, ETFs, Asset Allocation, Separately Managed..., Trading, Alternative Investments, Mutual Funds, Series 63, Wealth Management, Investment Strategies, Series 65, Financial Advisory, Investment Advisory
Education
Loyola College in Maryland 2000 — 2003
MBA, Finance
Towson University 1993 — 1997
Bachelors, Finance
MSJ
Jack Diserens Jack Diserens's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job FLDP Financial Analyst Supply Chain Finance, DePuy Ortho
Industry Hospital & Health Care
Experience
Johnson & Johnson June 2014 - Present
Johnson & Johnson June 2013 - May 2014
TubeMogul, Inc. June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Peninsula Capital Management, Inc May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Finance, Financial Analysis, Financial Modeling, Research, Data Analysis, Financial Reporting, Social Media, SAP/Lynx, Sarbanes Oxley
Education
Lehigh University 2009 — 2013
Bachelor of Science (B.S.), Finance and Marketing
Saint Ignatius College Preparatory 2005 — 2009
High School Diploma
Johnson & Johnson June 2014 - Present
Johnson & Johnson June 2013 - May 2014
TubeMogul, Inc. June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Peninsula Capital Management, Inc May 2011 - August 2011
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Finance, Financial Analysis, Financial Modeling, Research, Data Analysis, Financial Reporting, Social Media, SAP/Lynx, Sarbanes Oxley
Education
Lehigh University 2009 — 2013
Bachelor of Science (B.S.), Finance and Marketing
Saint Ignatius College Preparatory 2005 — 2009
High School Diploma
Kolby Pabst Kolby Pabst's Morgan Stanley Smith Barney Experience August 2007 - December 2007
Job Director of Property Management at Pabst, Kinney & Associates, Inc.
Industry Real Estate
Experience
Pabst, Kinney & Associates, Inc. March 2009 - Present
Pabst, Kinney & Associates, Inc. March 2009 - Present
Morgan Stanley Smith Barney August 2007 - December 2007
Skills
Real Estate, Property Management, Apartments, Leases, Residential, Asset, Residential Homes, Investment Properties, Sales, Lease Administration, Real Estate Transactions, Real Estate Economics, Asset Management, Investments, Real Estate Development, Commercial Real Estate, Portfolio Management, Brokerage, Disposition, REO, HUD
Education
Loyola Marymount University 2003 — 2007
Bachelor, School of Business
Pabst, Kinney & Associates, Inc. March 2009 - Present
Pabst, Kinney & Associates, Inc. March 2009 - Present
Morgan Stanley Smith Barney August 2007 - December 2007
Skills
Real Estate, Property Management, Apartments, Leases, Residential, Asset, Residential Homes, Investment Properties, Sales, Lease Administration, Real Estate Transactions, Real Estate Economics, Asset Management, Investments, Real Estate Development, Commercial Real Estate, Portfolio Management, Brokerage, Disposition, REO, HUD
Education
Loyola Marymount University 2003 — 2007
Bachelor, School of Business
Danielle Walsh Danielle Walsh's Morgan Stanley Smith Barney Experience April 2010 - September 2010
Job Admissions Counselor at Midwestern University
Industry Public Relations and Communications
Experience
Midwestern University September 2014 - Present
Everest College November 2011 - September 2014
Greater Cincinnati Northern Kentucky Women's Sports Association March 2011 - April 2014
Ripper Owen's Tap House/Seven West Catering December 2008 - July 2011
Morgan Stanley Smith Barney April 2010 - September 2010
PromoGroup Central June 2009 - August 2009
Wegmans LPGA May 2008 - June 2008
The University of Akron February 2006 - March 2007
TSC Apparel December 2005 - December 2006
Skills
Public Relations, Press Releases, Event Management, Marketing, Public Speaking, Editing, Microsoft Office, Photoshop, Customer Service, Proofreading, Leadership, InDesign, PowerPoint, Facebook, Publicity, Outstanding..., Event Planning, Fundraising, Community Outreach, Time Management, Social Networking
Education
Lewis University 2014 — 2016
Master's Degree, Organizational Leadership
The University of Akron 2005 — 2009
Bachelor's of Fine Arts, Public Relations
Midwestern University September 2014 - Present
Everest College November 2011 - September 2014
Greater Cincinnati Northern Kentucky Women's Sports Association March 2011 - April 2014
Ripper Owen's Tap House/Seven West Catering December 2008 - July 2011
Morgan Stanley Smith Barney April 2010 - September 2010
PromoGroup Central June 2009 - August 2009
Wegmans LPGA May 2008 - June 2008
The University of Akron February 2006 - March 2007
TSC Apparel December 2005 - December 2006
Skills
Public Relations, Press Releases, Event Management, Marketing, Public Speaking, Editing, Microsoft Office, Photoshop, Customer Service, Proofreading, Leadership, InDesign, PowerPoint, Facebook, Publicity, Outstanding..., Event Planning, Fundraising, Community Outreach, Time Management, Social Networking
Education
Lewis University 2014 — 2016
Master's Degree, Organizational Leadership
The University of Akron 2005 — 2009
Bachelor's of Fine Arts, Public Relations
Wayne C. Achey's Morgan Stanley Smith Barney Experience January 1991 - April 2011
Job Senior Vice President Investments Portfolio Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2011 - Present
Morgan Stanley Smith Barney January 1991 - April 2011
GST Corporation May 1986 - January 1991
Skills
Discretionary Portfolio..., Retirement Outcome..., Retirement Planning, Estate Planning, Investments, Bonds, Wealth, Project Portfolio..., Investment Advisory, Financial Advisory, Financial Analysis, Management, Sales, Risk Management, Portfolio Management, ETFs, Strategic Financial..., Retirement, Series 7, Credit, Analysis, Alternative Investments, Asset Allocation, Finance
Education
Lehigh University - College of Business and Economics 1988 — 1990
MBA, Finance
Syracuse University - Martin J. Whitman School of Management 1982 — 1985
BS, Finance
Rochester Institute of Technology 1979 — 1982
engineering/business
Merrill Lynch April 2011 - Present
Morgan Stanley Smith Barney January 1991 - April 2011
GST Corporation May 1986 - January 1991
Skills
Discretionary Portfolio..., Retirement Outcome..., Retirement Planning, Estate Planning, Investments, Bonds, Wealth, Project Portfolio..., Investment Advisory, Financial Advisory, Financial Analysis, Management, Sales, Risk Management, Portfolio Management, ETFs, Strategic Financial..., Retirement, Series 7, Credit, Analysis, Alternative Investments, Asset Allocation, Finance
Education
Lehigh University - College of Business and Economics 1988 — 1990
MBA, Finance
Syracuse University - Martin J. Whitman School of Management 1982 — 1985
BS, Finance
Rochester Institute of Technology 1979 — 1982
engineering/business
Bob Wacker, CRPC's Morgan Stanley Smith Barney Experience October 2005 - October 2012
Job Senior Vice President Investments, Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC October 2012 - Present
Morgan Stanley Smith Barney October 2005 - October 2012
JP Morgan Chase July 2004 - August 2005
Great Point Capital November 2002 - May 2004
Skills
Retirement Planning, Investments, Asset Allocation, Portfolio Management, Finance, Wealth, Insurance, Mutual Funds, Series 7, Accounting, Asset Management, Alternative Investments, Series 63, Investment Strategies, Securities
Education
Loyola University of Chicago 1999 — 2002
2002, Business
SLUH 1994 — 1998
High School
Wells Fargo Advisors, LLC October 2012 - Present
Morgan Stanley Smith Barney October 2005 - October 2012
JP Morgan Chase July 2004 - August 2005
Great Point Capital November 2002 - May 2004
Skills
Retirement Planning, Investments, Asset Allocation, Portfolio Management, Finance, Wealth, Insurance, Mutual Funds, Series 7, Accounting, Asset Management, Alternative Investments, Series 63, Investment Strategies, Securities
Education
Loyola University of Chicago 1999 — 2002
2002, Business
SLUH 1994 — 1998
High School
Eugene Dorokhov Eugene Dorokhov's Morgan Stanley Smith Barney Experience August 2010 - December 2010
Job Securities Analyst at Hudson Advisors, LLC / Lone Star Funds
Industry Financial Services
Experience
Hudson Advisors, LLC (Lone Star Funds) August 2014 - Present
Deloitte April 2012 - July 2014
Fannie Mae July 2011 - May 2012
Morgan Stanley Smith Barney August 2010 - December 2010
Aegis Capital June 2010 - August 2010
NYPD Headquarters June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Financial Risk, Finance, Enterprise Risk..., Intex, Corporate Finance, Risk Management, Bloomberg
Education
University of Maryland College Park 2007 — 2011
Bachelor, Finance
London Metropolitan University 2010 — 2010
Study Abroad Spring Semester
Hudson Advisors, LLC (Lone Star Funds) August 2014 - Present
Deloitte April 2012 - July 2014
Fannie Mae July 2011 - May 2012
Morgan Stanley Smith Barney August 2010 - December 2010
Aegis Capital June 2010 - August 2010
NYPD Headquarters June 2009 - August 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Financial Risk, Finance, Enterprise Risk..., Intex, Corporate Finance, Risk Management, Bloomberg
Education
University of Maryland College Park 2007 — 2011
Bachelor, Finance
London Metropolitan University 2010 — 2010
Study Abroad Spring Semester
Nigel Mallett Nigel Mallett's Morgan Stanley Smith Barney Experience January 1991 - March 2002
Job Agent at Farmers Insurance Agent
Industry Insurance
Experience
Nigel Mallett Insurance Agency July 2002 - Present
Farmers Insurance July 2002 - Present
Farmers Insurance Agent June 2002 - Present
Morgan Stanley Smith Barney January 1991 - March 2002
Skills
Strategic Planning, Insurance, Investments, Life Insurance, Marketing, Team Building, Finance, Small Business, Customer Service, Management, Leadership, Real Estate, Condos, Commercial Real Estate, Health Insurance, Term Life Insurance, Workers Compensation, Renters, New Business Development, Selling, Marketing Strategy, Retirement Planning, Sales Management, Entrepreneurship, Account Management, Business, Sales
Education
London Business School 1969 — 1973
Nigel Mallett Insurance Agency July 2002 - Present
Farmers Insurance July 2002 - Present
Farmers Insurance Agent June 2002 - Present
Morgan Stanley Smith Barney January 1991 - March 2002
Skills
Strategic Planning, Insurance, Investments, Life Insurance, Marketing, Team Building, Finance, Small Business, Customer Service, Management, Leadership, Real Estate, Condos, Commercial Real Estate, Health Insurance, Term Life Insurance, Workers Compensation, Renters, New Business Development, Selling, Marketing Strategy, Retirement Planning, Sales Management, Entrepreneurship, Account Management, Business, Sales
Education
London Business School 1969 — 1973
Elizabeth Barrington Elizabeth Barrington's Morgan Stanley Smith Barney Experience 1997 - May 2012
Job Mortgage Loan Officer
Industry Financial Services
Experience
PHH Mortgage May 2012 - Present
Morgan Stanley Smith Barney 1997 - May 2012
First National Bank of Chicago March 1987 - February 1996
Skills
Mortgage Lending, Loans, Credit, Loan Origination, Residential Mortgages, Banking, Credit Analysis, Consumer Lending, Private Banking, Refinance, Mortgage Banking, Commercial Lending, Underwriting
Education
Loyola University of Chicago 1982 — 1985
Bachelor of Arts, Sociology
PHH Mortgage May 2012 - Present
Morgan Stanley Smith Barney 1997 - May 2012
First National Bank of Chicago March 1987 - February 1996
Skills
Mortgage Lending, Loans, Credit, Loan Origination, Residential Mortgages, Banking, Credit Analysis, Consumer Lending, Private Banking, Refinance, Mortgage Banking, Commercial Lending, Underwriting
Education
Loyola University of Chicago 1982 — 1985
Bachelor of Arts, Sociology
Ronald Guirnalda Ronald Guirnalda's Morgan Stanley Smith Barney Experience September 2010 - September 2012
Job Market Control Specialist Vice President at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2010 - September 2012
Ameriprise Financial November 2005 - September 2010
UBS Financial Services November 1997 - November 2005
Merrill Lynch April 1994 - October 1997
Education
Loyola Marymount University, College of Business Administration 1988 — 1992
BA, Business
Morgan Stanley Smith Barney September 2010 - September 2012
Ameriprise Financial November 2005 - September 2010
UBS Financial Services November 1997 - November 2005
Merrill Lynch April 1994 - October 1997
Education
Loyola Marymount University, College of Business Administration 1988 — 1992
BA, Business
Matt Bankston, CFP®'s Morgan Stanley Smith Barney Experience February 2010 - June 2011
Job AVP, Trust Officer at Argent Financial Group
Industry Financial Services
Experience
BNR Investments LLC January 2013 - Present
Argent Financial Group, Inc. June 2011 - Present
MLB Homes L.L.C September 2012 - Present
Morgan Stanley Smith Barney February 2010 - June 2011
Fidelity Investments August 2004 - February 2010
American Express Financial Advisors March 2004 - August 2004
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Trust Services, Mutual Funds, Investments, Securities, Estate Planning, Strategic Financial..., Uniform Combined State..., Asset Managment, IRAs, Retirement, Series 65, Investment Advisory, Trust Management, 401k, Employee Benefits, 401k Rollovers, 403 b, 457 Plans, Non-Qualified Deferred..., Insurance, ERISA, Financial Planners, Wealth, Fixed Income, Finance, Wealth Management..., Asset Management, Financial Planning, Financial Services, Portfolio Management, Investment Management, Financial Analysis, Management, Pensions, Investment Strategies, Financial Advisory, Equities, Risk Management, Life Insurance, Alternative Investments, FINRA
Education
The University of Dallas 2005 — 2008
MBA, Financial Services
Louisiana Tech University 2000 — 2004
Bacheolor of Science, Finance
BNR Investments LLC January 2013 - Present
Argent Financial Group, Inc. June 2011 - Present
MLB Homes L.L.C September 2012 - Present
Morgan Stanley Smith Barney February 2010 - June 2011
Fidelity Investments August 2004 - February 2010
American Express Financial Advisors March 2004 - August 2004
Skills
Series 7, Wealth Management, Retirement Planning, Series 63, Asset Allocation, Trust Services, Mutual Funds, Investments, Securities, Estate Planning, Strategic Financial..., Uniform Combined State..., Asset Managment, IRAs, Retirement, Series 65, Investment Advisory, Trust Management, 401k, Employee Benefits, 401k Rollovers, 403 b, 457 Plans, Non-Qualified Deferred..., Insurance, ERISA, Financial Planners, Wealth, Fixed Income, Finance, Wealth Management..., Asset Management, Financial Planning, Financial Services, Portfolio Management, Investment Management, Financial Analysis, Management, Pensions, Investment Strategies, Financial Advisory, Equities, Risk Management, Life Insurance, Alternative Investments, FINRA
Education
The University of Dallas 2005 — 2008
MBA, Financial Services
Louisiana Tech University 2000 — 2004
Bacheolor of Science, Finance
Julianna Richard's Morgan Stanley Smith Barney Experience July 2000 - May 2001
Job Business ManagerGrants at Louisiana State University
Industry Higher Education
Experience
Louisiana State University September 2011 - Present
Louisiana State University September 2006 - February 2012
Louisiana State University September 2005 - September 2006
Evergreen Swamp Tours; Edgard, LA February 2004 - June 2005
Louisiana State University August 2001 - May 2005
Sunbelt Business Brokers of Baton Rouge, LA June 2004 - December 2004
Morgan Stanley Smith Barney July 2000 - May 2001
Education
Louisiana State University 2001 — 2005
BS, Marketing
Longview High School
Louisiana State University September 2011 - Present
Louisiana State University September 2006 - February 2012
Louisiana State University September 2005 - September 2006
Evergreen Swamp Tours; Edgard, LA February 2004 - June 2005
Louisiana State University August 2001 - May 2005
Sunbelt Business Brokers of Baton Rouge, LA June 2004 - December 2004
Morgan Stanley Smith Barney July 2000 - May 2001
Education
Louisiana State University 2001 — 2005
BS, Marketing
Longview High School
Vladimir Smelyanskiy Vladimir Smelyanskiy's Morgan Stanley Smith Barney Experience January 2009 - September 2012
Job Executive Director Firmwide Planning & Analysis at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase September 2012 - Present
Morgan Stanley Smith Barney January 2009 - September 2012
Citigroup Global Wealth Management January 2007 - December 2008
Citigroup Private Bank January 2005 - December 2007
Skills
Mutual Funds, Forecasting, ETFs, Analysis, Financial Modeling, Capital Markets, Financial Analysis, Insurance, Investment Banking, Corporate Finance, Management, Private Equity, Financial Services, Securities, Financial Reporting, Due Diligence, Finance, Investments, Investment Management, Investment Strategies, Fixed Annuities, Credit, Business Analysis, Financial Risk, Mergers & Acquisitions, Financial Advisory, Cash Management, Equity Research, Financial Markets, Bonds, Emerging Markets, FINRA, Structured Products, Private Banking, Wealth Management..., Trading, Fund Of Funds
Education
Long Island University 2003 — 2005
MBA, Finance (with Distinction)
Moscow State University. 1993 — 1998
BS, Economics and Finance
JPMorgan Chase September 2012 - Present
Morgan Stanley Smith Barney January 2009 - September 2012
Citigroup Global Wealth Management January 2007 - December 2008
Citigroup Private Bank January 2005 - December 2007
Skills
Mutual Funds, Forecasting, ETFs, Analysis, Financial Modeling, Capital Markets, Financial Analysis, Insurance, Investment Banking, Corporate Finance, Management, Private Equity, Financial Services, Securities, Financial Reporting, Due Diligence, Finance, Investments, Investment Management, Investment Strategies, Fixed Annuities, Credit, Business Analysis, Financial Risk, Mergers & Acquisitions, Financial Advisory, Cash Management, Equity Research, Financial Markets, Bonds, Emerging Markets, FINRA, Structured Products, Private Banking, Wealth Management..., Trading, Fund Of Funds
Education
Long Island University 2003 — 2005
MBA, Finance (with Distinction)
Moscow State University. 1993 — 1998
BS, Economics and Finance
Kaley Schlechter Kaley Schlechter's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Intern at Morgan Stanley Smith Barney
Industry Mechanical or Industrial Engineering
Experience
Morgan Stanley Smith Barney June 2011 - August 2011
Celadon Financial Group LLC June 2010 - August 2010
Education
Lehigh University 2007 — 2011
Morgan Stanley Smith Barney June 2011 - August 2011
Celadon Financial Group LLC June 2010 - August 2010
Education
Lehigh University 2007 — 2011
Jason Krupa Jason Krupa's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Internal Advisor Consultant at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments August 2013 - Present
Nuveen Investments June 2012 - July 2013
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Securities, Series 7, Series 63, Mutual Funds, ETFs, Fixed Income, Investment Strategies, Alternative Investments, Asset Allocation, Bloomberg, Uniform Combined State..., Equities, Hedge Funds
Education
Quinlan School of Business, Loyola University Chicago 2014 — 2016
Master of Business Administration (M.B.A.)
Loyola University of Chicago 2009 — 2012
Bachelor of Science, Political Science
Saint Viator High School 2004 — 2008
High School
Nuveen Investments August 2013 - Present
Nuveen Investments June 2012 - July 2013
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Securities, Series 7, Series 63, Mutual Funds, ETFs, Fixed Income, Investment Strategies, Alternative Investments, Asset Allocation, Bloomberg, Uniform Combined State..., Equities, Hedge Funds
Education
Quinlan School of Business, Loyola University Chicago 2014 — 2016
Master of Business Administration (M.B.A.)
Loyola University of Chicago 2009 — 2012
Bachelor of Science, Political Science
Saint Viator High School 2004 — 2008
High School
Danielle Sasiak Serban's Morgan Stanley Smith Barney Experience 1998 - 2002
Job Executive Director JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase September 2010 - Present
JPMorgan - Private Bank 2006 - 2010
Realogy 2002 - 2006
Morgan Stanley Smith Barney 1998 - 2002
Education
Lehigh University - College of Business and Economics 1994 — 1998
JP Morgan Chase September 2010 - Present
JPMorgan - Private Bank 2006 - 2010
Realogy 2002 - 2006
Morgan Stanley Smith Barney 1998 - 2002
Education
Lehigh University - College of Business and Economics 1994 — 1998
Sheila Phelan's Morgan Stanley Smith Barney Experience October 2008 - Present
Job Registered Sales Assistant at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2008 - Present
Merrill Lynch November 2005 - October 2008
Hewitt Associates March 2002 - November 2005
Skills
Trading, Banking, Asset Management, Options, Financial Services, Microsoft Excel, Financial Analysis, Credit, Customer Service, Financial Modeling, Sales, Asset Managment, Investments, Finance, Valuation, Mortgage Lending, Portfolio Management, Financial Markets, Salesforce.com, Derivatives, Risk Management
Education
Loras College 1996 — 2000
Woodlands
Woodlands
Morgan Stanley Smith Barney October 2008 - Present
Merrill Lynch November 2005 - October 2008
Hewitt Associates March 2002 - November 2005
Skills
Trading, Banking, Asset Management, Options, Financial Services, Microsoft Excel, Financial Analysis, Credit, Customer Service, Financial Modeling, Sales, Asset Managment, Investments, Finance, Valuation, Mortgage Lending, Portfolio Management, Financial Markets, Salesforce.com, Derivatives, Risk Management
Education
Loras College 1996 — 2000
Woodlands
Woodlands
Philip Leverrier - www.DCPhil.com's Morgan Stanley Smith Barney Experience February 2008 - March 2012
Job Realtor at TTR Sotheby’s International Realty
Industry Financial Services
Experience
TTR Sotheby’s International Realty July 2012 - Present
Morgan Stanley Smith Barney February 2008 - March 2012
Icelandair August 2007 - December 2007
CBS Radio October 2006 - May 2007
WLOY Radio 2004 - 2007
Skills
Event Planning, Customer Service, Information Research, Social Media Marketing, Event Management, Word Of Mouth Marketing, Streamlining Operations, Process Efficiencies, Pricing, Real Estate, Negotiation, First Time Home Buyers, First Time Home Buyer..., Assisting First Time..., Residential Homes, Residential Re-Sale, Real Estate Transactions, Real Estate Marketing, Marketing Strategy, Sales, Real Estate Economics, Marketing Communications, New Home Sales, Investment Properties, Market Research, Referrals, Investments, Social Media, Online Marketing, Public Relations, Buyer Representation, Leases, Selling, Relocation, Buyers, Investors, Real Property, Condos, Single Family Homes, Luxury, Commercial Real Estate, Foreclosures, Contract Negotiation, Listings, Marketing, Sellers, Property, Advertising
Education
Loyola College in Maryland 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
University of Auckland 2005 — 2005
Bachelor of Business Administration (BBA), Marketing
St. John's College High School 1999 — 2003
TTR Sotheby’s International Realty July 2012 - Present
Morgan Stanley Smith Barney February 2008 - March 2012
Icelandair August 2007 - December 2007
CBS Radio October 2006 - May 2007
WLOY Radio 2004 - 2007
Skills
Event Planning, Customer Service, Information Research, Social Media Marketing, Event Management, Word Of Mouth Marketing, Streamlining Operations, Process Efficiencies, Pricing, Real Estate, Negotiation, First Time Home Buyers, First Time Home Buyer..., Assisting First Time..., Residential Homes, Residential Re-Sale, Real Estate Transactions, Real Estate Marketing, Marketing Strategy, Sales, Real Estate Economics, Marketing Communications, New Home Sales, Investment Properties, Market Research, Referrals, Investments, Social Media, Online Marketing, Public Relations, Buyer Representation, Leases, Selling, Relocation, Buyers, Investors, Real Property, Condos, Single Family Homes, Luxury, Commercial Real Estate, Foreclosures, Contract Negotiation, Listings, Marketing, Sellers, Property, Advertising
Education
Loyola College in Maryland 2003 — 2007
Bachelor of Business Administration (BBA), Marketing
University of Auckland 2005 — 2005
Bachelor of Business Administration (BBA), Marketing
St. John's College High School 1999 — 2003
Richard J. Ranieri's Morgan Stanley Smith Barney Experience September 2005 - December 2011
Job Managing Director Financial Advisor Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC December 2011 - Present
Morgan Stanley Smith Barney September 2005 - December 2011
Merrill Lynch June 2000 - September 2005
Smith Barney November 1984 - July 2000
Skills
Investments, Asset Allocation, Financial Services, High Net Worth..., Asset, Retirement Planning, Wealth Accumulation, Finance, Insurance, Financial Advisory, Financial Risk, Asset Management, Mutual Funds, Alternative Investments, Securities, Investment Strategies, Fixed Income, Creativity, Management, Writing
Education
LIU Post 1978 — 1980
BS in BA, Marketing
Wells Fargo Advisors, LLC December 2011 - Present
Morgan Stanley Smith Barney September 2005 - December 2011
Merrill Lynch June 2000 - September 2005
Smith Barney November 1984 - July 2000
Skills
Investments, Asset Allocation, Financial Services, High Net Worth..., Asset, Retirement Planning, Wealth Accumulation, Finance, Insurance, Financial Advisory, Financial Risk, Asset Management, Mutual Funds, Alternative Investments, Securities, Investment Strategies, Fixed Income, Creativity, Management, Writing
Education
LIU Post 1978 — 1980
BS in BA, Marketing
Leslie J. Cuneo's Morgan Stanley Smith Barney Experience September 1992 - Present
Job SVPWEALTH MANAGEMENT at SMITH BARNEY
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 1992 - Present
Education
LIU Post 1988 — 1990
Morgan Stanley Smith Barney September 1992 - Present
Education
LIU Post 1988 — 1990
Vincent Tozzo's Morgan Stanley Smith Barney Experience August 2007 - July 2012
Job Registered Client Sales Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2013 - Present
Morgan Stanley Wealth Management July 2012 - March 2013
Morgan Stanley Smith Barney August 2007 - July 2012
Skills
Series 7, Series 63, Sales, Administrative..., Fixed Income, Alternative Investments, Hedge Funds, Insurance, Mutual Funds, Finance, Management, Salesforce.com, Securities, Wealth Management, Investments, Equities, Human Resources, Business Development, Recruiting, Accounting
Education
Lebanon Valley College 2002 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Morgan Stanley Wealth Management March 2013 - Present
Morgan Stanley Wealth Management July 2012 - March 2013
Morgan Stanley Smith Barney August 2007 - July 2012
Skills
Series 7, Series 63, Sales, Administrative..., Fixed Income, Alternative Investments, Hedge Funds, Insurance, Mutual Funds, Finance, Management, Salesforce.com, Securities, Wealth Management, Investments, Equities, Human Resources, Business Development, Recruiting, Accounting
Education
Lebanon Valley College 2002 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Otis Smith's Morgan Stanley Smith Barney Experience July 2000 - April 2002
Job Portfolio Strategist at The Ayco Company, Goldman Sachs
Industry Financial Services
Experience
The Ayco Company, Goldman Sachs January 2011 - Present
The Ayco Company, Goldman Sachs January 2008 - Present
The Ayco Company, L.P. January 2005 - January 2008
The Ayco Company, L.P. May 2002 - January 2005
Morgan Stanley Smith Barney July 2000 - April 2002
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Series 7, Series 63, Series 65, Alternative Investments, Portfolio Management, Securities, Asset Management, Asset Allocation, Mutual Funds, Financial Analysis
Education
University at Albany 2005 — 2009
Master's degree, Finance and Financial Management Services
Le Moyne College 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
The Ayco Company, Goldman Sachs January 2011 - Present
The Ayco Company, Goldman Sachs January 2008 - Present
The Ayco Company, L.P. January 2005 - January 2008
The Ayco Company, L.P. May 2002 - January 2005
Morgan Stanley Smith Barney July 2000 - April 2002
Skills
Wealth Management, Financial Planning, Retirement Planning, Investments, Series 7, Series 63, Series 65, Alternative Investments, Portfolio Management, Securities, Asset Management, Asset Allocation, Mutual Funds, Financial Analysis
Education
University at Albany 2005 — 2009
Master's degree, Finance and Financial Management Services
Le Moyne College 1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General
Rawhide Callais, CIMA (R)'s Morgan Stanley Smith Barney Experience February 1999 - Present
Job Senior Investment Management Specialist at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 1999 - Present
Polo Ralph Lauren March 1987 - February 1999
Callais & Co 1980 - 1986
Education
Louisiana State University and Agricultural and Mechanical College 1975 — 1980
BS, Construction Technology
Episcopal High School 1972 — 1975
Baton Rouge, LA
Morgan Stanley Smith Barney February 1999 - Present
Polo Ralph Lauren March 1987 - February 1999
Callais & Co 1980 - 1986
Education
Louisiana State University and Agricultural and Mechanical College 1975 — 1980
BS, Construction Technology
Episcopal High School 1972 — 1975
Baton Rouge, LA
Adam Layne's Morgan Stanley Smith Barney Experience 2010 - August 2011
Job ______________________
Industry Financial Services
Experience
All Things Media June 2013 - Present
Merrill Lynch September 2011 - June 2013
Morgan Stanley Smith Barney 2010 - August 2011
Fiserv Interactive Technologies 2000 - 2006
The Chase Manhattan Bank 1992 - 2000
Skills
Finance, Strategic Planning, Investment Banking, Mergers & Acquisitions, Corporate Finance, Strategic Financial..., Business Strategy, Investments, Equities, Wealth Management, Alternative Investments, Asset Management, Fixed Income, Portfolio Management, Series 7, Capital Markets, Financial Modeling, Asset Managment, Financial Services, Mutual Funds, Financial Analysis, Retirement Planning, Investment Advisory, Private Equity, Trading, Securities, Hedge Funds, Valuation, Risk Management, Financial Markets, Banking, Insurance, Financial Risk, Credit, Business Intelligence, Financial Planning
Education
London Business School 1990 — 1992
MBA
Syracuse University - Martin J. Whitman School of Management 1984 — 1986
BA, Finance
Summit High School 1978 — 1981
Syracuse University
BA, Finance, General
All Things Media June 2013 - Present
Merrill Lynch September 2011 - June 2013
Morgan Stanley Smith Barney 2010 - August 2011
Fiserv Interactive Technologies 2000 - 2006
The Chase Manhattan Bank 1992 - 2000
Skills
Finance, Strategic Planning, Investment Banking, Mergers & Acquisitions, Corporate Finance, Strategic Financial..., Business Strategy, Investments, Equities, Wealth Management, Alternative Investments, Asset Management, Fixed Income, Portfolio Management, Series 7, Capital Markets, Financial Modeling, Asset Managment, Financial Services, Mutual Funds, Financial Analysis, Retirement Planning, Investment Advisory, Private Equity, Trading, Securities, Hedge Funds, Valuation, Risk Management, Financial Markets, Banking, Insurance, Financial Risk, Credit, Business Intelligence, Financial Planning
Education
London Business School 1990 — 1992
MBA
Syracuse University - Martin J. Whitman School of Management 1984 — 1986
BA, Finance
Summit High School 1978 — 1981
Syracuse University
BA, Finance, General
Fragomeni, Vincenzo's Morgan Stanley Smith Barney Experience February 2005 - August 2010
Job Financial Advisor at Planning Solutions Group LLC
Industry Financial Services
Experience
Planning Solutions Group LLC January 2015 - Present
RiverBay Investment Group April 2013 - December 2014
PNC September 2012 - April 2013
Prudential Financial February 2012 - September 2012
Washington Retirement Planning Specialists December 2010 - January 2012
Morgan Stanley Smith Barney February 2005 - August 2010
Skills
Investments, Financial Services, Financial Analysis, Series 7, Investment Advisory, Retirement Planning, Asset Management, Investment Strategies, Investment Banking, Disability Insurance, Asset Managment, Insurance, Investment Products, Insurance Planning, Health Insurance
Education
Loyola College in Maryland 1996 — 2000
BBA, Economics
University of Maryland College Park 2008 — 2011
Master of Business Administration (MBA), Business Administration, Management and Operations
Planning Solutions Group LLC January 2015 - Present
RiverBay Investment Group April 2013 - December 2014
PNC September 2012 - April 2013
Prudential Financial February 2012 - September 2012
Washington Retirement Planning Specialists December 2010 - January 2012
Morgan Stanley Smith Barney February 2005 - August 2010
Skills
Investments, Financial Services, Financial Analysis, Series 7, Investment Advisory, Retirement Planning, Asset Management, Investment Strategies, Investment Banking, Disability Insurance, Asset Managment, Insurance, Investment Products, Insurance Planning, Health Insurance
Education
Loyola College in Maryland 1996 — 2000
BBA, Economics
University of Maryland College Park 2008 — 2011
Master of Business Administration (MBA), Business Administration, Management and Operations
Jeff Zerweck's Morgan Stanley Smith Barney Experience April 2010 - Present
Job Product Specialist, Field Services Group
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2010 - Present
Merrill Lynch August 2009 - Present
UBS January 2006 - August 2008
UBS January 2003 - December 2005
UBS January 2000 - December 2002
B.T. Alex Brown August 1998 - November 1999
First National Bank of Maryland October 1996 - July 1998
Education
Lehigh University 1989 — 1994
Bachelor's of Arts, History
Lehigh University 1989 — 1994
Bachelor's degree, History
Morgan Stanley Smith Barney April 2010 - Present
Merrill Lynch August 2009 - Present
UBS January 2006 - August 2008
UBS January 2003 - December 2005
UBS January 2000 - December 2002
B.T. Alex Brown August 1998 - November 1999
First National Bank of Maryland October 1996 - July 1998
Education
Lehigh University 1989 — 1994
Bachelor's of Arts, History
Lehigh University 1989 — 1994
Bachelor's degree, History
Marc Waldman's Morgan Stanley Smith Barney Experience 2009 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2009 - Present
Morgan Stanley February 1986 - Present
Morgan Stanley 1986 - 2009
Skills
IT Management, Project Management, Management, Team Leadership, CRM, Voice Networking, Series 7, Thought Leadership, Program Management, Risk Management, Asset Management, Vendor Management, Data Network
Education
University of Iowa 1973 — 1975
M.A., Administration
LIU Post 1967 — 1973
B.A., History
Pace University
Certificate, Project Management
Morgan Stanley Smith Barney 2009 - Present
Morgan Stanley February 1986 - Present
Morgan Stanley 1986 - 2009
Skills
IT Management, Project Management, Management, Team Leadership, CRM, Voice Networking, Series 7, Thought Leadership, Program Management, Risk Management, Asset Management, Vendor Management, Data Network
Education
University of Iowa 1973 — 1975
M.A., Administration
LIU Post 1967 — 1973
B.A., History
Pace University
Certificate, Project Management
John Wilt's Morgan Stanley Smith Barney Experience September 2001 - August 2008
Job Lead Logistician, NAVEODTECHDIV
Industry Government Administration
Experience
Navy EOD Technology Division August 2011 - Present
Atlas Research August 2008 - March 2010
Morgan Stanley Smith Barney September 2001 - August 2008
Skills
Strategic Planning, Defense, Security Clearance, Military, Government, Research, Program Management, Microsoft Office, Policy, Budgeting, Analysis, Planning, Risk Management, Excel, Operations Management, Word, Team Building, Customer Relations, Problem Solving, Public Speaking, Mentoring, Proposal Writing, Policy Analysis, Supervisory Skills, Organizational..., PowerPoint, Public Relations, Access, Business Strategy, Outlook
Education
The George Washington University 1993 — 1998
JD, Law
Towson University 1987 — 1989
B.S., History
Potomac State College of West Virginia University 1982 — 1984
AA, Engineering
Loyola University Maryland
Southern Senior High School
Navy EOD Technology Division August 2011 - Present
Atlas Research August 2008 - March 2010
Morgan Stanley Smith Barney September 2001 - August 2008
Skills
Strategic Planning, Defense, Security Clearance, Military, Government, Research, Program Management, Microsoft Office, Policy, Budgeting, Analysis, Planning, Risk Management, Excel, Operations Management, Word, Team Building, Customer Relations, Problem Solving, Public Speaking, Mentoring, Proposal Writing, Policy Analysis, Supervisory Skills, Organizational..., PowerPoint, Public Relations, Access, Business Strategy, Outlook
Education
The George Washington University 1993 — 1998
JD, Law
Towson University 1987 — 1989
B.S., History
Potomac State College of West Virginia University 1982 — 1984
AA, Engineering
Loyola University Maryland
Southern Senior High School
Robert Manes's Morgan Stanley Smith Barney Experience August 2008 - September 2009
Job Youth Director at Broadmoor United Methodist Church
Industry Religious Institutions
Experience
Broadmoor United Methodist Church May 2012 - Present
GEC Inc. November 2009 - January 2012
Morgan Stanley Smith Barney August 2008 - September 2009
Baskerville Donovan, Inc January 2007 - February 2008
GEC Inc. October 2000 - January 2007
Halff Associates, Inc November 1996 - October 2000
Halff Associates 1999 - 2000
Skills
Project Management, Public Speaking, Drainage, Strategic Planning, Customer Service, Microsoft Excel, Leadership, Engineering, Land Development, Construction
Education
Louisiana State University 2003 — 2007
MBA, Business
Louisiana Tech University 1991 — 1996
BS, Civil Engineering
Broadmoor United Methodist Church May 2012 - Present
GEC Inc. November 2009 - January 2012
Morgan Stanley Smith Barney August 2008 - September 2009
Baskerville Donovan, Inc January 2007 - February 2008
GEC Inc. October 2000 - January 2007
Halff Associates, Inc November 1996 - October 2000
Halff Associates 1999 - 2000
Skills
Project Management, Public Speaking, Drainage, Strategic Planning, Customer Service, Microsoft Excel, Leadership, Engineering, Land Development, Construction
Education
Louisiana State University 2003 — 2007
MBA, Business
Louisiana Tech University 1991 — 1996
BS, Civil Engineering
Constantinos Dean Yianas's Morgan Stanley Smith Barney Experience February 2006 - May 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2010 - Present
Morgan Stanley Smith Barney February 2006 - May 2010
Education
Loyola University of Chicago 1986 — 1990
Bachelor of Arts (B.A.), Political Science, Communication
Wells Fargo Advisors, LLC 2010 - Present
Morgan Stanley Smith Barney February 2006 - May 2010
Education
Loyola University of Chicago 1986 — 1990
Bachelor of Arts (B.A.), Political Science, Communication
Colleen Gibbons's Morgan Stanley Smith Barney Experience April 2011 - January 2012
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2012 - Present
Morgan Stanley Smith Barney April 2011 - January 2012
LPL Financial February 2008 - March 2011
Verizon October 2006 - November 2007
Verizon July 2004 - October 2006
Skills
Series 7, Series 24, Series 66
Education
Loyola University Maryland 2000 — 2004
B.A., Finance
Mount Saint Joseph Academy 1996 — 2000
Morgan Stanley Wealth Management January 2012 - Present
Morgan Stanley Smith Barney April 2011 - January 2012
LPL Financial February 2008 - March 2011
Verizon October 2006 - November 2007
Verizon July 2004 - October 2006
Skills
Series 7, Series 24, Series 66
Education
Loyola University Maryland 2000 — 2004
B.A., Finance
Mount Saint Joseph Academy 1996 — 2000
Paul Kaptur's Morgan Stanley Smith Barney Experience January 1998 - January 1999
Job Senior Relationship Mgr at Capital One Auto Finance
Industry Financial Services
Experience
Capital One Auto Finance February 1999 - Present
Morgan Stanley Smith Barney January 1998 - January 1999
Americredit January 1995 - November 1998
Premier Auto Finance January 1993 - January 1995
Skills
Account Management, Sales Management, Strategic Planning, Business Strategy, Hiring, Credit, Credit Analysis, Portfolio Management, Banking, Loans, Financial Analysis, Credit Risk, Underwriting, Risk Management, Financial Planning, Mortgage, Investments, Funding, Insurance, Loan Origination, Customer Service, Budgeting, Consumer Lending, Managing Partner of a..., Customer Retention, Negotiation, Sales
Education
St Xavier University 1987 — 1992
Bachelor's degree, Business Administration and Management, General, Honors
Loyola University of Chicago 1987 — 1988
PRE-MEDICAL, Human Biology
Capital One Auto Finance February 1999 - Present
Morgan Stanley Smith Barney January 1998 - January 1999
Americredit January 1995 - November 1998
Premier Auto Finance January 1993 - January 1995
Skills
Account Management, Sales Management, Strategic Planning, Business Strategy, Hiring, Credit, Credit Analysis, Portfolio Management, Banking, Loans, Financial Analysis, Credit Risk, Underwriting, Risk Management, Financial Planning, Mortgage, Investments, Funding, Insurance, Loan Origination, Customer Service, Budgeting, Consumer Lending, Managing Partner of a..., Customer Retention, Negotiation, Sales
Education
St Xavier University 1987 — 1992
Bachelor's degree, Business Administration and Management, General, Honors
Loyola University of Chicago 1987 — 1988
PRE-MEDICAL, Human Biology
Joe Matysek's Morgan Stanley Smith Barney Experience 2009 - April 2010
Job Vice President, Wells Fargo Wealth Management
Industry Banking
Experience
Wells Fargo Bank April 2010 - Present
Morgan Stanley Smith Barney 2009 - April 2010
Wachovia October 1990 - November 2009
Maryland National Bank 1983 - 1990
NationsBank, MNC Financial and Maryland National Bank 1983 - 1990
Salisbury State University January 1981 - March 1983
Veda Corporation 1980 - 1981
Skills
Credit, Wealth Management, Loans, Commercial Lending, Private Banking, Underwriting, Real Estate, Commercial Mortgages, Risk Management, Financial Analysis, Commercial Banking, Portfolio Management, Banking, Mortgage Lending, Finance, Credit Analysis, Management, Financial Services, Credit Risk
Education
Loyola University Maryland 1975 — 1979
Bachelor of Arts, Accounting
Wells Fargo Bank April 2010 - Present
Morgan Stanley Smith Barney 2009 - April 2010
Wachovia October 1990 - November 2009
Maryland National Bank 1983 - 1990
NationsBank, MNC Financial and Maryland National Bank 1983 - 1990
Salisbury State University January 1981 - March 1983
Veda Corporation 1980 - 1981
Skills
Credit, Wealth Management, Loans, Commercial Lending, Private Banking, Underwriting, Real Estate, Commercial Mortgages, Risk Management, Financial Analysis, Commercial Banking, Portfolio Management, Banking, Mortgage Lending, Finance, Credit Analysis, Management, Financial Services, Credit Risk
Education
Loyola University Maryland 1975 — 1979
Bachelor of Arts, Accounting
Erik Zurek's Morgan Stanley Smith Barney Experience August 2008 - December 2008
Job Associate Portfolio Manager at Fifth Third Bank
Industry Investment Banking
Experience
Fifth Third Bank August 2011 - Present
Ridge Investment Advisors February 2011 - October 2011
Manilow Suites May 2009 - August 2009
Public Defenders Office January 2009 - May 2009
Morgan Stanley Smith Barney August 2008 - December 2008
Medela, Inc. May 2004 - August 2008
Education
Loyola University Chicago 2007 — 2009
B.B.A, Economics, International Business
Fifth Third Bank August 2011 - Present
Ridge Investment Advisors February 2011 - October 2011
Manilow Suites May 2009 - August 2009
Public Defenders Office January 2009 - May 2009
Morgan Stanley Smith Barney August 2008 - December 2008
Medela, Inc. May 2004 - August 2008
Education
Loyola University Chicago 2007 — 2009
B.B.A, Economics, International Business
Lior Gigi's Morgan Stanley Smith Barney Experience September 2008 - December 2008
Job Accounting Manager, CPA at CNM LLP
Industry Accounting
Experience
CNM LLP February 2013 - Present
Beachbody June 2009 - February 2013
BDO Seidman, LLP January 2009 - May 2009
Morgan Stanley Smith Barney September 2008 - December 2008
Advanced Security Concepts February 2003 - December 2008
Gigi Enterprises 2002 - 2004
Israel Defense Forces 1997 - 2000
Skills
Accounting, GAAP, Accruals, Tax, Accounts Payable, Financial Reporting, Accounts Receivable, CPA, Auditing, QuickBooks, Financial Analysis, Internal Controls, General Ledger, US GAAP, Hyperion Enterprise, Microsoft Excel, Forecasting, Negotiation, Microsoft Office, Oracle E-Business Suite, Year-end Close, Executive Protection, OBIEE, Process Improvement, Physical Inventory, Economics, Military Leadership, Turbo Pascal, C++, Inventory Management, Fixed Asset Management, System Implementations, ERP, Autotask
Education
University of California, Los Angeles 2006 — 2008
BA, Economics, Accounting
Los Angeles Pierce College 2003 — 2006
AA, Liberal Arts and Science
CNM LLP February 2013 - Present
Beachbody June 2009 - February 2013
BDO Seidman, LLP January 2009 - May 2009
Morgan Stanley Smith Barney September 2008 - December 2008
Advanced Security Concepts February 2003 - December 2008
Gigi Enterprises 2002 - 2004
Israel Defense Forces 1997 - 2000
Skills
Accounting, GAAP, Accruals, Tax, Accounts Payable, Financial Reporting, Accounts Receivable, CPA, Auditing, QuickBooks, Financial Analysis, Internal Controls, General Ledger, US GAAP, Hyperion Enterprise, Microsoft Excel, Forecasting, Negotiation, Microsoft Office, Oracle E-Business Suite, Year-end Close, Executive Protection, OBIEE, Process Improvement, Physical Inventory, Economics, Military Leadership, Turbo Pascal, C++, Inventory Management, Fixed Asset Management, System Implementations, ERP, Autotask
Education
University of California, Los Angeles 2006 — 2008
BA, Economics, Accounting
Los Angeles Pierce College 2003 — 2006
AA, Liberal Arts and Science
Elizabeth Smith, CRPC's Morgan Stanley Smith Barney Experience May 2010 - Present
Job Chartered Retirement Planning Counselor, Financial Advisor at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2010 - Present
Merrill Lynch 2005 - 2010
J.&W. Seligman and Company 2003 - 2005
Skills
Securities, Equity Trading, Options, Bloomberg, Portfolio Management, Asset Managment, Trading, Electronic Trading, Derivatives, Trading Systems, Retirement Planning, Financial Services, Wealth Management
Education
LIU Post 1982 — 1986
Bachelor of Science, Finance and Management
The Mary Louis Academy 1978 — 1982
High School Diploma, Regents Diploma
Morgan Stanley Smith Barney May 2010 - Present
Merrill Lynch 2005 - 2010
J.&W. Seligman and Company 2003 - 2005
Skills
Securities, Equity Trading, Options, Bloomberg, Portfolio Management, Asset Managment, Trading, Electronic Trading, Derivatives, Trading Systems, Retirement Planning, Financial Services, Wealth Management
Education
LIU Post 1982 — 1986
Bachelor of Science, Finance and Management
The Mary Louis Academy 1978 — 1982
High School Diploma, Regents Diploma
Christopher Thalacker's Morgan Stanley Smith Barney Experience June 2006 - Present
Job Global Wealth Management Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2006 - Present
Education
Lehigh University 1981 — 1985
BA
Morgan Stanley Smith Barney June 2006 - Present
Education
Lehigh University 1981 — 1985
BA
Albrigo Bart's Morgan Stanley Smith Barney Experience March 1998 - January 2011
Job Senior Vice President/Wealth Mgr. at Beverly Hills Wealth Management
Industry Financial Services
Experience
Beverly Hills Wealth Management January 2012 - Present
Morgan Stanley Smith Barney March 1998 - January 2011
Skills
Portfolio Management, Series 63, Investments, Mutual Funds, Alternative Investments, Asset Allocation, Equities, Retirement Planning, Asset Management, Fixed Income, Securities, Investment Advisory, Strategic Financial..., Series 7, Options Strategies, Wealth Management
Education
Universtiy of Nevada Las Vegas 1972 — 1974
Bachelor of Science (BS), Business Administration and Management, General
Loyola Marymount University 1970 — 1972
None, Business Administration and Management, General
Beverly Hills Wealth Management January 2012 - Present
Morgan Stanley Smith Barney March 1998 - January 2011
Skills
Portfolio Management, Series 63, Investments, Mutual Funds, Alternative Investments, Asset Allocation, Equities, Retirement Planning, Asset Management, Fixed Income, Securities, Investment Advisory, Strategic Financial..., Series 7, Options Strategies, Wealth Management
Education
Universtiy of Nevada Las Vegas 1972 — 1974
Bachelor of Science (BS), Business Administration and Management, General
Loyola Marymount University 1970 — 1972
None, Business Administration and Management, General
Ryan Hubka's Morgan Stanley Smith Barney Experience Resident DirectorMerrill LynchSeptember 1999 - October 2008
Job Senior Vice President at Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney Resident DirectorMerrill LynchSeptember 1999 - October 2008
Education
Linfield College
BA 99, Finance and Economics
Morgan Stanley Smith Barney Resident DirectorMerrill LynchSeptember 1999 - October 2008
Education
Linfield College
BA 99, Finance and Economics
Herman Johnson's Morgan Stanley Smith Barney Experience March 2010 - May 2012
Job Financial Advisor at HDVest Financial Services
Industry Financial Services
Experience
HDVest Financial Services May 2012 - Present
First Baptist Church of Lincoln Gardens 2009 - Present
Morgan Stanley Smith Barney March 2010 - May 2012
Merck & Co., Inc. 1977 - 2008
Skills
Strategic Planning, Financial Analysis, Strategic Financial..., Portfolio Management, Managerial Finance, Financial Reporting, Risk Management, Financial Modeling, Accounting, Auditing, Investments, Sarbanes-Oxley Act, Business Planning, Finance, Forecasting, Asset Management, Corporate Finance, Insurance, Internal Controls, Budgets, Management Consulting, Small Business, Banking, Management, Leadership, Business Analysis, Process Improvement, Strategy, Business Strategy, Valuation, Financial Planning, Personal Financial...
Education
LIU Brooklyn 1975 — 1976
MBA, Taxation / Management
Montclair State University 1971 — 1975
BS, Accounting
HDVest Financial Services May 2012 - Present
First Baptist Church of Lincoln Gardens 2009 - Present
Morgan Stanley Smith Barney March 2010 - May 2012
Merck & Co., Inc. 1977 - 2008
Skills
Strategic Planning, Financial Analysis, Strategic Financial..., Portfolio Management, Managerial Finance, Financial Reporting, Risk Management, Financial Modeling, Accounting, Auditing, Investments, Sarbanes-Oxley Act, Business Planning, Finance, Forecasting, Asset Management, Corporate Finance, Insurance, Internal Controls, Budgets, Management Consulting, Small Business, Banking, Management, Leadership, Business Analysis, Process Improvement, Strategy, Business Strategy, Valuation, Financial Planning, Personal Financial...
Education
LIU Brooklyn 1975 — 1976
MBA, Taxation / Management
Montclair State University 1971 — 1975
BS, Accounting
Taryn Kelly's Morgan Stanley Smith Barney Experience September 2009 - December 2009
Job Regional Consultant at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs October 2014 - Present
Estee Lauder Group of Companies June 2012 - October 2014
Jefferies & Company October 2010 - July 2012
Morgan Stanley Smith Barney September 2009 - December 2009
Jobson Publishing June 2009 - August 2009
Estee Lauder May 2008 - August 2008
Skills
Competitive Analysis, Microsoft Excel, Budgets, Management, Finance, Forecasting, Financial Analysis, Leadership, Corporate Finance, Financial Modeling, Sales, Portfolio Management, PowerPoint, Valuation, Bloomberg, Market Research, Investments, Analysis
Education
Loyola University Maryland 2006 — 2010
BBA, Finance
Goldman Sachs October 2014 - Present
Estee Lauder Group of Companies June 2012 - October 2014
Jefferies & Company October 2010 - July 2012
Morgan Stanley Smith Barney September 2009 - December 2009
Jobson Publishing June 2009 - August 2009
Estee Lauder May 2008 - August 2008
Skills
Competitive Analysis, Microsoft Excel, Budgets, Management, Finance, Forecasting, Financial Analysis, Leadership, Corporate Finance, Financial Modeling, Sales, Portfolio Management, PowerPoint, Valuation, Bloomberg, Market Research, Investments, Analysis
Education
Loyola University Maryland 2006 — 2010
BBA, Finance
Anil Golamari's Morgan Stanley Smith Barney Experience April 2010 - Present
Job .Net Developer at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2010 - Present
Pennsylvania power and Light October 2009 - March 2010
Education
Lawrence Technological University 2007 — 2008
Master's, Electrical & Computers
Morgan Stanley Smith Barney April 2010 - Present
Pennsylvania power and Light October 2009 - March 2010
Education
Lawrence Technological University 2007 — 2008
Master's, Electrical & Computers
H. Anne Latham's Morgan Stanley Smith Barney Experience June 2009 - July 2009
Job Senior Analyst, Demand Planning at Tiffany & Co.
Industry Luxury Goods & Jewelry
Experience
Tiffany & Co. April 2014 - Present
Tiffany & Co. April 2012 - April 2014
Morgan Stanley June 2010 - April 2012
Gap Inc May 2007 - September 2010
Loyola University Maryland Office of Graduate Admissions August 2009 - May 2010
Cushman & Wakefield August 2009 - December 2009
Morgan Stanley Smith Barney June 2009 - July 2009
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, Fixed Income, Financial Modeling, Financial Reporting, Risk Management
Education
Loyola University Maryland 2006 — 2010
Bachelor of Business Administration, Finance
University of Newcastle-upon-Tyne
Business Administration and Management, General
Tiffany & Co. April 2014 - Present
Tiffany & Co. April 2012 - April 2014
Morgan Stanley June 2010 - April 2012
Gap Inc May 2007 - September 2010
Loyola University Maryland Office of Graduate Admissions August 2009 - May 2010
Cushman & Wakefield August 2009 - December 2009
Morgan Stanley Smith Barney June 2009 - July 2009
Skills
PowerPoint, Microsoft Excel, Financial Analysis, Microsoft Office, Fixed Income, Financial Modeling, Financial Reporting, Risk Management
Education
Loyola University Maryland 2006 — 2010
Bachelor of Business Administration, Finance
University of Newcastle-upon-Tyne
Business Administration and Management, General
Frewoini Zerai's Morgan Stanley Smith Barney Experience March 2005 - January 2006
Job Senior Account Manager at Equinoxe Alternative Investment Services
Industry Financial Services
Experience
Equinoxe Alternative Investment Services January 2013 - Present
Equinoxe Alternative Investment Services October 2010 - December 2012
MadisonGrey February 2008 - October 2010
Citi September 2007 - February 2008
Graham Windham May 2007 - August 2007
Morgan Stanley Smith Barney March 2005 - January 2006
Skills
Portfolio Management, Tax, Human Resources
Education
LIU Post 2001 — 2005
BS, Finance
Equinoxe Alternative Investment Services January 2013 - Present
Equinoxe Alternative Investment Services October 2010 - December 2012
MadisonGrey February 2008 - October 2010
Citi September 2007 - February 2008
Graham Windham May 2007 - August 2007
Morgan Stanley Smith Barney March 2005 - January 2006
Skills
Portfolio Management, Tax, Human Resources
Education
LIU Post 2001 — 2005
BS, Finance
Lindsey Greer's Morgan Stanley Smith Barney Experience August 2008 - June 2010
Job Operations Principal at Iberia Financial Services, LLC
Industry Investment Management
Experience
Iberia Financial Services, LLC March 2013 - Present
Hancock Investment Services February 2012 - March 2013
Hancock Investment Services June 2010 - February 2012
Morgan Stanley Smith Barney August 2008 - June 2010
Louisiana State University Flores MBA Program June 2006 - August 2008
Skills
Series 7, 66, and 24...
Education
Louisiana State University 2006 — 2008
MBA, Marketing
Louisiana State University
Master, Business Administration
Millsaps College 2002 — 2006
Bachelor of Arts, Psychology
Iberia Financial Services, LLC March 2013 - Present
Hancock Investment Services February 2012 - March 2013
Hancock Investment Services June 2010 - February 2012
Morgan Stanley Smith Barney August 2008 - June 2010
Louisiana State University Flores MBA Program June 2006 - August 2008
Skills
Series 7, 66, and 24...
Education
Louisiana State University 2006 — 2008
MBA, Marketing
Louisiana State University
Master, Business Administration
Millsaps College 2002 — 2006
Bachelor of Arts, Psychology
DeWayne Crunk's Morgan Stanley Smith Barney Experience February 1995 - May 2008
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Waypoint Investment Group of Wells Fargo Advisors October 2013 - Present
RBC Wealth Management May 2008 - October 2013
Morgan Stanley Smith Barney February 1995 - May 2008
Merrill Lynch September 1986 - February 1995
Ingram Industries/Gulfco 1984 - 1986
NL Industries/NL Shaffer 1975 - 1984
Skills
Alternative Investments, Securities, Mutual Funds, Financial Advisory, Retirement, Investments, Equities
Education
Oklahoma City University 1982 — 1985
MBA, Finance
Louisiana Tech University 1969 — 1973
BA
Waypoint Investment Group of Wells Fargo Advisors October 2013 - Present
RBC Wealth Management May 2008 - October 2013
Morgan Stanley Smith Barney February 1995 - May 2008
Merrill Lynch September 1986 - February 1995
Ingram Industries/Gulfco 1984 - 1986
NL Industries/NL Shaffer 1975 - 1984
Skills
Alternative Investments, Securities, Mutual Funds, Financial Advisory, Retirement, Investments, Equities
Education
Oklahoma City University 1982 — 1985
MBA, Finance
Louisiana Tech University 1969 — 1973
BA
Robert Assaf's Morgan Stanley Smith Barney Experience July 2010 - December 2010
Job Investment Adviser Representative at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group November 2013 - Present
National Asset Management June 2012 - November 2014
Morgan Stanley Smith Barney July 2010 - December 2010
Merrill Lynch November 1991 - July 2010
Merrill Lynch November 1990 - July 2010
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7,63 and 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
LSU 1975 — 1978
BA
Tennessee State University
Economics
Principal Financial Group November 2013 - Present
National Asset Management June 2012 - November 2014
Morgan Stanley Smith Barney July 2010 - December 2010
Merrill Lynch November 1991 - July 2010
Merrill Lynch November 1990 - July 2010
Skills
401 (k), 403 (b), SEP &..., Annuities (Variable &..., Asset Allocation, Business Continuation..., Business Overhead..., Buy-Sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Dental Insurance, Disability Income..., Estate Planning, Executive Benefits..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Long-Term Care Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 7,63 and 65..., Split Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation
Education
LSU 1975 — 1978
BA
Tennessee State University
Economics
Wesley Boudreaux's Morgan Stanley Smith Barney Experience January 2010 - July 2013
Job Financial Advisor at The Retirement Group LLC
Industry Financial Services
Experience
The Retirement Group LLC July 2013 - Present
Morgan Stanley Smith Barney January 2010 - July 2013
UBS Financial Services, Inc. 2007 - 2010
Fidelity Investments January 2001 - September 2007
AG Edwards January 1999 - December 2000
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Series 63, Asset Allocation, Mutual Funds, Series 65, Strategic Financial..., Asset Managment, Alternative Investments, Fixed Annuities, Investment Advisory, Investment Strategies, Retirement, Financial Planning
Education
Texas Christian University 2002 — 2004
MBA, Finance
Louisiana State University 1997 — 2000
Finance, Finance
The Retirement Group LLC July 2013 - Present
Morgan Stanley Smith Barney January 2010 - July 2013
UBS Financial Services, Inc. 2007 - 2010
Fidelity Investments January 2001 - September 2007
AG Edwards January 1999 - December 2000
Skills
Series 7, Retirement Planning, Wealth Management, Investments, Series 63, Asset Allocation, Mutual Funds, Series 65, Strategic Financial..., Asset Managment, Alternative Investments, Fixed Annuities, Investment Advisory, Investment Strategies, Retirement, Financial Planning
Education
Texas Christian University 2002 — 2004
MBA, Finance
Louisiana State University 1997 — 2000
Finance, Finance
Christian Amato's Morgan Stanley Smith Barney Experience May 2005 - April 2012
Job Senior Client Manager for Pacific Point Asset Management
Industry Financial Services
Experience
Pacific Point Asset Management April 2012 - Present
Morgan Stanley Smith Barney May 2005 - April 2012
Playboy Enterprises, Inc. December 2001 - May 2009
Skills
Wealth Management, Securities, Equities, Financial Services, Banking
Education
Los Angeles Pierce College 1999 — 2004
Pacific Point Asset Management April 2012 - Present
Morgan Stanley Smith Barney May 2005 - April 2012
Playboy Enterprises, Inc. December 2001 - May 2009
Skills
Wealth Management, Securities, Equities, Financial Services, Banking
Education
Los Angeles Pierce College 1999 — 2004
Carl Newman's Morgan Stanley Smith Barney Experience April 2007 - March 2013
Job Financial Advisor, TBT Financial Services, an Independent Firm
Industry Financial Services
Experience
TBT Financial Services March 2013 - Present
Morgan Stanley Smith Barney April 2007 - March 2013
Education
LeTourneau University
MBA, Business
TBT Financial Services March 2013 - Present
Morgan Stanley Smith Barney April 2007 - March 2013
Education
LeTourneau University
MBA, Business
Kaitlyn Garry's Morgan Stanley Smith Barney Experience 2011 - Present
Job Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2011 - Present
National Australia Bank July 2010 - January 2011
Deloitte Financial Advisory Services July 2008 - February 2010
Kohlberg, Kravis, Roberts & Co. May 2006 - August 2007
Education
Lehigh University - College of Business and Economics 2004 — 2008
Bachelor of Science, Finance, Accounting
Boston University British Programmes 2007 — 2007
Finance and Management Track
Morgan Stanley Smith Barney 2011 - Present
National Australia Bank July 2010 - January 2011
Deloitte Financial Advisory Services July 2008 - February 2010
Kohlberg, Kravis, Roberts & Co. May 2006 - August 2007
Education
Lehigh University - College of Business and Economics 2004 — 2008
Bachelor of Science, Finance, Accounting
Boston University British Programmes 2007 — 2007
Finance and Management Track
Colin Vrabel's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Loyola Alum '13
Industry Financial Services
Experience
Loyola University Maryland September 2012 - May 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Loyola University Maryland September 2010 - May 2012
George's Cleaners April 2007 - January 2012
Pennsylvania Turnpike Commission May 2011 - August 2011
Education
Loyola College in Maryland 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Loyola University Maryland September 2012 - May 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Loyola University Maryland September 2010 - May 2012
George's Cleaners April 2007 - January 2012
Pennsylvania Turnpike Commission May 2011 - August 2011
Education
Loyola College in Maryland 2009 — 2013
Bachelor of Business Administration (BBA), Finance, General
Sarah Hebert, MBA's Morgan Stanley Smith Barney Experience November 2011 - May 2012
Job Lead Financial Analyst at Entergy
Industry Oil & Energy
Experience
Entergy April 2014 - Present
Entergy May 2012 - April 2014
Morgan Stanley Smith Barney November 2011 - May 2012
HCP Associates August 2011 - October 2011
University of New Orleans - Medicaid Rebate Division September 2008 - May 2010
Skills
Client Communications, Project Initiation, Team Leadership, Decision Making, Results Oriented, Problem Solving, Business Analysis, Financial Analysis, Business Strategy, Change Management, SAP, SPSS, FASB, Finance, Market Research, Corporate Finance, Valuation, Microsoft Excel, Event Planning, CRM, Budgets, Auditing, Accounting, Investments, Training, Marketing, Financial Modeling, Analysis, Data Analysis, Mergers & Acquisitions, Economics, Bloomberg
Education
University of Tampa - John H. Sykes College of Business 2010 — 2012
Master of Business Administration, Finance
Louisiana State University 2006 — 2010
B.S., Marketing
Entergy April 2014 - Present
Entergy May 2012 - April 2014
Morgan Stanley Smith Barney November 2011 - May 2012
HCP Associates August 2011 - October 2011
University of New Orleans - Medicaid Rebate Division September 2008 - May 2010
Skills
Client Communications, Project Initiation, Team Leadership, Decision Making, Results Oriented, Problem Solving, Business Analysis, Financial Analysis, Business Strategy, Change Management, SAP, SPSS, FASB, Finance, Market Research, Corporate Finance, Valuation, Microsoft Excel, Event Planning, CRM, Budgets, Auditing, Accounting, Investments, Training, Marketing, Financial Modeling, Analysis, Data Analysis, Mergers & Acquisitions, Economics, Bloomberg
Education
University of Tampa - John H. Sykes College of Business 2010 — 2012
Master of Business Administration, Finance
Louisiana State University 2006 — 2010
B.S., Marketing
Frankie Florey's Morgan Stanley Smith Barney Experience 2005 - 2006
Job Senior Analyst TD Bank
Industry Investment Banking
Experience
TD Bank Group June 2011 - Present
Wells Fargo Advisors 2007 - 2011
Morgan Stanley Smith Barney 2005 - 2006
Skills
Investments, Financial Analysis, Market Analysis, Investment Management, Investment Banking, P&L Analysis, Forecasting, Variance Analysis, Office Administration, AML, KYC, SAP, Microsoft Excel, PowerPoint, Microsoft Word, Financial Accounting, Tax Accounting, Bookkeeping, Portfolio Management, Business Analysis
Education
Liberty University 2012 — 2013
Master of Business Administration (MBA), Finance and Healthcare Management
Seton Hall University 2004 — 2009
Bachelor's degree, Finance
TD Bank Group June 2011 - Present
Wells Fargo Advisors 2007 - 2011
Morgan Stanley Smith Barney 2005 - 2006
Skills
Investments, Financial Analysis, Market Analysis, Investment Management, Investment Banking, P&L Analysis, Forecasting, Variance Analysis, Office Administration, AML, KYC, SAP, Microsoft Excel, PowerPoint, Microsoft Word, Financial Accounting, Tax Accounting, Bookkeeping, Portfolio Management, Business Analysis
Education
Liberty University 2012 — 2013
Master of Business Administration (MBA), Finance and Healthcare Management
Seton Hall University 2004 — 2009
Bachelor's degree, Finance
Emily Barnett's Morgan Stanley Smith Barney Experience
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney
Skills
Accounting, Finance, Financial Services, Financial Analysis, Financial Modeling, Fixed Income, Strategic Financial...
Education
Lehigh University 1996 — 2000
Finance
Morgan Stanley Smith Barney
Skills
Accounting, Finance, Financial Services, Financial Analysis, Financial Modeling, Fixed Income, Strategic Financial...
Education
Lehigh University 1996 — 2000
Finance
Frank P. Tortorici's Morgan Stanley Smith Barney Experience 1983 - Present
Job CFP, Senior Vice Pres. Wealth Management at Morgan Stanley, Smith Barney
Industry
Experience
Morgan Stanley, Smith Barney 1983 - Present
Smith Barney August 1999 - May 2006
Smith Barney January 1995 - July 1999
Education
Adelphi University 1985 — 1986
CFP
Long Island University, C.W. Post Campus 1970 — 1975
B.S. Bus. Admin., Finance and Marketing
Morgan Stanley, Smith Barney 1983 - Present
Smith Barney August 1999 - May 2006
Smith Barney January 1995 - July 1999
Education
Adelphi University 1985 — 1986
CFP
Long Island University, C.W. Post Campus 1970 — 1975
B.S. Bus. Admin., Finance and Marketing
Eric Gillman's Morgan Stanley Smith Barney Experience July 1995 - November 2000
Job Director at UBS
Industry Financial Services
Experience
UBS June 2007 - Present
Grant Thornton LLP December 2005 - May 2007
Margolin, Winer & Evens LLP January 2004 - September 2005
Prudential Securities November 2000 - November 2003
Morgan Stanley Smith Barney July 1995 - November 2000
Skills
Hedge Funds, Finance, Investments, Tax, SEC filings, Financial Advisory, Alternative Investments, Equities, Fixed Income, Asset Management, Fund Of Funds, Private Equity, Valuation, Portfolio Management, Internal Controls, Capital Markets, Accounting, Financial Analysis, Derivatives, Securities
Education
Long Island University, C.W. Post Campus 1989 — 1993
Bachelor of Science (BS), Finance with a Major equivalent in Accounting
UBS June 2007 - Present
Grant Thornton LLP December 2005 - May 2007
Margolin, Winer & Evens LLP January 2004 - September 2005
Prudential Securities November 2000 - November 2003
Morgan Stanley Smith Barney July 1995 - November 2000
Skills
Hedge Funds, Finance, Investments, Tax, SEC filings, Financial Advisory, Alternative Investments, Equities, Fixed Income, Asset Management, Fund Of Funds, Private Equity, Valuation, Portfolio Management, Internal Controls, Capital Markets, Accounting, Financial Analysis, Derivatives, Securities
Education
Long Island University, C.W. Post Campus 1989 — 1993
Bachelor of Science (BS), Finance with a Major equivalent in Accounting
George(Greg) Jenkins 111's Morgan Stanley Smith Barney Experience November 1981 - Present
Job Senior Vice PresidentInvestment Management Consultant At Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 1981 - Present
E.F. Hutton September 1979 - October 1981
Morgan Stanley June 1972 - August 1979
Education
Loyola College in Maryland 1967 — 1971
ba, pol science
Loyola College in Maryland 1967 — 1971
ba
Morgan Stanley Smith Barney November 1981 - Present
E.F. Hutton September 1979 - October 1981
Morgan Stanley June 1972 - August 1979
Education
Loyola College in Maryland 1967 — 1971
ba, pol science
Loyola College in Maryland 1967 — 1971
ba
Besina Calcagno's Morgan Stanley Smith Barney Experience October 2004 - May 2013
Job First Vice President Financial Advisor
Industry Financial Services
Experience
Lynch McPeek Wealth Management May 2013 - Present
Morgan Stanley Smith Barney October 2004 - May 2013
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Investments, Strategic Financial..., Investment Advisory, Series 63, Retirement, Portfolio Management, Investment Strategies, Securities, Financial Advisory, Estate Planning, Alternative Investments, Equities, Uniform Combined State..., Asset Management, Fixed Annuities, Wealth Management..., IRAs, 401k, ETFs
Education
Loyola University of Chicago
Lynch McPeek Wealth Management May 2013 - Present
Morgan Stanley Smith Barney October 2004 - May 2013
Skills
Series 7, Retirement Planning, Wealth Management, Mutual Funds, Asset Allocation, Investments, Strategic Financial..., Investment Advisory, Series 63, Retirement, Portfolio Management, Investment Strategies, Securities, Financial Advisory, Estate Planning, Alternative Investments, Equities, Uniform Combined State..., Asset Management, Fixed Annuities, Wealth Management..., IRAs, 401k, ETFs
Education
Loyola University of Chicago
Racquel Edghill's Morgan Stanley Smith Barney Experience July 2006 - December 2007
Job General Manager at Regus
Industry Commercial Real Estate
Experience
Regus December 2012 - Present
Regus 2010 - Present
Woodforest National Bank January 2008 - July 2008
Morgan Stanley Smith Barney July 2006 - December 2007
Skills
Team Leadership, Training, Time Management, Management, Team Building, Operations Management, Customer Service, Financial Reporting, Customer Retention, Marketing, Sales, Accounting, Leadership, Microsoft Office, Strategic Planning, Public Speaking, Event Planning, Coaching, Budgets, Event Management, Contract Negotiation, Microsoft Word
Education
Lincoln University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Regus December 2012 - Present
Regus 2010 - Present
Woodforest National Bank January 2008 - July 2008
Morgan Stanley Smith Barney July 2006 - December 2007
Skills
Team Leadership, Training, Time Management, Management, Team Building, Operations Management, Customer Service, Financial Reporting, Customer Retention, Marketing, Sales, Accounting, Leadership, Microsoft Office, Strategic Planning, Public Speaking, Event Planning, Coaching, Budgets, Event Management, Contract Negotiation, Microsoft Word
Education
Lincoln University 2002 — 2006
Bachelor of Arts (B.A.), Economics
Gene Balbir's Morgan Stanley Smith Barney Experience January 2010 - Present
Job Vice President, Regional Compliance Officer at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2010 - Present
Smith Barney August 2007 - December 2009
Citi October 2006 - August 2007
Skills
Series 7, Securities, FINRA, Risk Management, Wealth Management, AML, Financial Services, Equities, Fixed Income, Mutual Funds, Operational Risk, Anti Money Laundering, Investments, Financial Risk
Education
Loyola College in Maryland 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
Towson University
Bachelor of Business Administration (B.B.A.), Business Admin w/ concentration in Legal Studies
Morgan Stanley Smith Barney January 2010 - Present
Smith Barney August 2007 - December 2009
Citi October 2006 - August 2007
Skills
Series 7, Securities, FINRA, Risk Management, Wealth Management, AML, Financial Services, Equities, Fixed Income, Mutual Funds, Operational Risk, Anti Money Laundering, Investments, Financial Risk
Education
Loyola College in Maryland 2005 — 2007
Master of Business Administration (M.B.A.), Business Administration and Management, General
Towson University
Bachelor of Business Administration (B.B.A.), Business Admin w/ concentration in Legal Studies
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.