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
Alix Krupa Alix Krupa's Morgan Stanley Smith Barney Experience January 2010 - Present
Job Senior Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2010 - Present
WITS 2010 - 2015
Big Shoulders Fund 2010 - 2013
Macy's November 2009 - January 2010
Brandenburg Industrial Service Company July 2009 - November 2009
Milwaukee Bucks August 2008 - July 2009
Marquette University Helfaer Tennis Stadium and Recreation Center February 2007 - May 2009
Metropolitan Water Reclamation District of Greater Chicago May 2007 - August 2007
Office of the Chicago City Clerk May 2005 - August 2005
Skills
Customer Service, Excel, Microsoft Excel, Microsoft Office, Sales, Public Relations, Analysis, Editing, Time Management, Public Speaking, PowerPoint, Event Planning, Financial Analysis, Leadership, Nonprofits, Fundraising, Social Media, Community Outreach, Social Networking, Human Resources, Microsoft Word
Education
Marquette University 2005 — 2009
BA, International Affairs
Morgan Stanley Smith Barney January 2010 - Present
WITS 2010 - 2015
Big Shoulders Fund 2010 - 2013
Macy's November 2009 - January 2010
Brandenburg Industrial Service Company July 2009 - November 2009
Milwaukee Bucks August 2008 - July 2009
Marquette University Helfaer Tennis Stadium and Recreation Center February 2007 - May 2009
Metropolitan Water Reclamation District of Greater Chicago May 2007 - August 2007
Office of the Chicago City Clerk May 2005 - August 2005
Skills
Customer Service, Excel, Microsoft Excel, Microsoft Office, Sales, Public Relations, Analysis, Editing, Time Management, Public Speaking, PowerPoint, Event Planning, Financial Analysis, Leadership, Nonprofits, Fundraising, Social Media, Community Outreach, Social Networking, Human Resources, Microsoft Word
Education
Marquette University 2005 — 2009
BA, International Affairs
Robert Butterworth Robert Butterworth's Morgan Stanley Smith Barney Experience August 1999 - May 2009
Job Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2011 - Present
Ameriprise Financial May 2009 - March 2011
Morgan Stanley Smith Barney August 1999 - May 2009
Scott & Stringfellow November 1993 - August 1999
Education
Manhattan College 1983 — 1986
Bachelor of Engineering, Civil Engineering
University of New Hampshire 1981 — 1983
Associates Applied Science, Civil Technology
Ameriprise Financial Services, Inc. March 2011 - Present
Ameriprise Financial May 2009 - March 2011
Morgan Stanley Smith Barney August 1999 - May 2009
Scott & Stringfellow November 1993 - August 1999
Education
Manhattan College 1983 — 1986
Bachelor of Engineering, Civil Engineering
University of New Hampshire 1981 — 1983
Associates Applied Science, Civil Technology
Yekaterina Borukhova Yekaterina Borukhova's Morgan Stanley Smith Barney Experience 2000 - 2006
Job CFO
Industry Information Technology and Services
Experience
Crimson IT Services August 2011 - Present
Morgan Stanley Smith Barney 2000 - 2006
Legg Mason 1998 - 2000
Skills
Project Management, Marketing Strategy, Business Strategy, Strategic Planning, Data Analysis, Forecasting, Microsoft Excel, Business Development, Business Intelligence, Business Analysis
Education
Loyola College in Maryland 1994 — 1998
BA, Finance
Crimson IT Services August 2011 - Present
Morgan Stanley Smith Barney 2000 - 2006
Legg Mason 1998 - 2000
Skills
Project Management, Marketing Strategy, Business Strategy, Strategic Planning, Data Analysis, Forecasting, Microsoft Excel, Business Development, Business Intelligence, Business Analysis
Education
Loyola College in Maryland 1994 — 1998
BA, Finance
Tenisha Corrales Tenisha Corrales's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Marketing and Communications at Premier Automation Holdings, Inc.
Industry Marketing and Advertising
Experience
Premier Automation May 2014 - Present
PanelShop.com May 2014 - Present
Advanced Controls & Distribution May 2014 - Present
Mind Over Media January 2014 - May 2014
The Resumator May 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Time Management, Microsoft Office, Customer Service, Social Media Marketing, Marketing Communications, PowerPoint, Public Speaking, Marketing Research, Leadership, Team Leadership, Teamwork, Social Media, Adobe Acrobat, InDesign, Inbound Marketing, SEO, Digital Marketing, Research, CRM, Event Planning, Public Relations, Event Management, HubSpot, Google Analytics, Marketing Strategy, Microsoft Excel, Marketing
Education
LSU Shreveport 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Saint Vincent College 2010 — 2014
Alex G. McKenna School of Business, Economics, and Government; Bachelor of Science (B.S.), International Business, Marketing, Spanish
Universidad Nacional de Costa Rica 2013 — 2013
Bachelor of Science (B.S.), International Business, Marketing, Spanish
Universidad Veritas 2013 — 2013
Global Marketing, International Marketing
Premier Automation May 2014 - Present
PanelShop.com May 2014 - Present
Advanced Controls & Distribution May 2014 - Present
Mind Over Media January 2014 - May 2014
The Resumator May 2012 - August 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Time Management, Microsoft Office, Customer Service, Social Media Marketing, Marketing Communications, PowerPoint, Public Speaking, Marketing Research, Leadership, Team Leadership, Teamwork, Social Media, Adobe Acrobat, InDesign, Inbound Marketing, SEO, Digital Marketing, Research, CRM, Event Planning, Public Relations, Event Management, HubSpot, Google Analytics, Marketing Strategy, Microsoft Excel, Marketing
Education
LSU Shreveport 2015 — 2017
Master of Business Administration (MBA), Business Administration and Management, General
Saint Vincent College 2010 — 2014
Alex G. McKenna School of Business, Economics, and Government; Bachelor of Science (B.S.), International Business, Marketing, Spanish
Universidad Nacional de Costa Rica 2013 — 2013
Bachelor of Science (B.S.), International Business, Marketing, Spanish
Universidad Veritas 2013 — 2013
Global Marketing, International Marketing
Nicole Patrisso Nicole Patrisso's Morgan Stanley Smith Barney Experience September 2001 - March 2004
Job Associate Broker
Industry Real Estate
Experience
Davis R. Chant Realtors March 2005 - Present
Morgan Stanley Smith Barney September 2001 - March 2004
Skills
Real Estate, First Time Home Buyers, Investment Properties, Sellers, New Home Sales, Short Sales, Investors, Selling, Relocation, Investments, Real Estate Transactions, Residential Homes, Foreclosures, Referrals, Property Management, REO, FHA, Single Family Homes, Buyer Representation, Sales, Rentals, Property, Loans, Negotiation, Commercial Real Estate, Real Estate License, Contract Negotiation, Listings, Luxury, Social Media, Vacation Homes, Move Up Buyers, Income Properties, Buyers, ABR, New Homes, Real Property, Disposition, Buyer's Agent, Relocation Buyers, Networking, Social Networking, Renters, Listing Homes, Listening to customers, Multiple Listing Service, Customer Service, Customer Satisfaction, Social Marketing, Seller Representation
Education
Penn State University 2002 — 2004
Business, Finance
Lackawanna College 2001 — 2003
Real Estate
Marywood University 2001 — 2002
Finance & Psychology
Honesdale High School 1997 — 2001
Davis R. Chant Realtors March 2005 - Present
Morgan Stanley Smith Barney September 2001 - March 2004
Skills
Real Estate, First Time Home Buyers, Investment Properties, Sellers, New Home Sales, Short Sales, Investors, Selling, Relocation, Investments, Real Estate Transactions, Residential Homes, Foreclosures, Referrals, Property Management, REO, FHA, Single Family Homes, Buyer Representation, Sales, Rentals, Property, Loans, Negotiation, Commercial Real Estate, Real Estate License, Contract Negotiation, Listings, Luxury, Social Media, Vacation Homes, Move Up Buyers, Income Properties, Buyers, ABR, New Homes, Real Property, Disposition, Buyer's Agent, Relocation Buyers, Networking, Social Networking, Renters, Listing Homes, Listening to customers, Multiple Listing Service, Customer Service, Customer Satisfaction, Social Marketing, Seller Representation
Education
Penn State University 2002 — 2004
Business, Finance
Lackawanna College 2001 — 2003
Real Estate
Marywood University 2001 — 2002
Finance & Psychology
Honesdale High School 1997 — 2001
MARIA J. TORRES LOPEZ MARIA J. TORRES LOPEZ's Morgan Stanley Smith Barney Experience June 2007 - January 2011
Job Executive Assistant at Computer Aid, Inc. & Notary @ Your Door, Co. (South Florida)
Industry Legal Services
Experience
Computer Aid, Inc. January 2015 - Present
Notary @ Your Door, Making Life Simple! September 2006 - Present
EE&G Environmental Engineering June 2014 - January 2015
Morgan Stanley Smith Barney June 2007 - January 2011
Bank of America November 2005 - June 2007
Planet Hollywood 2003 - 2005
Baystate Medical Center 2001 - 2003
Banuchi Institute 2001 - 2001
Skills
Time Management, Management, Notary Public, Customer Satisfaction, Sales, Banking, Entrepreneurship, Small Business, Real Estate, Customer Service, Social Networking, Microsoft Word, Leadership, Outlook, Marketing, Team Building, Event Planning, Accounts Payable, Credit, Social Media Marketing, Fundraising, Training, Insurance, Strategic Planning, Budgets, Microsoft Excel, Sales Management, Microsoft Office, Public Speaking, Advertising, Negotiation, Finance, Coaching, Public Relations, QuickBooks, PowerPoint, Advertising Sales, Spanish, Retail, Research, Access, Account Management, Process Scheduler, Organizational..., Supervisory Skills, English, Team Leadership, Problem Solving, Deltek, Lexis
Education
Miami Dade College 2009 — 2012
Dietetics Associates, Dietetics & Nutrition, AA Dietetics 3.5
University of Puerto Rico-Rio Piedras 2000 — 2002
Bachelor of Arts (B.A.), Natural Sciences & Social Sciences, 3.40
ANTILLES SCHOOL OF TECHNICAL CAREER 1999 — 2002
SURGICAL TECHNICIAN, MEDICAL, 4.0
Ramon Vila Mayo 1997 — 2000
High School Diploma, Advanced Courses, 4.0
Computer Aid, Inc. January 2015 - Present
Notary @ Your Door, Making Life Simple! September 2006 - Present
EE&G Environmental Engineering June 2014 - January 2015
Morgan Stanley Smith Barney June 2007 - January 2011
Bank of America November 2005 - June 2007
Planet Hollywood 2003 - 2005
Baystate Medical Center 2001 - 2003
Banuchi Institute 2001 - 2001
Skills
Time Management, Management, Notary Public, Customer Satisfaction, Sales, Banking, Entrepreneurship, Small Business, Real Estate, Customer Service, Social Networking, Microsoft Word, Leadership, Outlook, Marketing, Team Building, Event Planning, Accounts Payable, Credit, Social Media Marketing, Fundraising, Training, Insurance, Strategic Planning, Budgets, Microsoft Excel, Sales Management, Microsoft Office, Public Speaking, Advertising, Negotiation, Finance, Coaching, Public Relations, QuickBooks, PowerPoint, Advertising Sales, Spanish, Retail, Research, Access, Account Management, Process Scheduler, Organizational..., Supervisory Skills, English, Team Leadership, Problem Solving, Deltek, Lexis
Education
Miami Dade College 2009 — 2012
Dietetics Associates, Dietetics & Nutrition, AA Dietetics 3.5
University of Puerto Rico-Rio Piedras 2000 — 2002
Bachelor of Arts (B.A.), Natural Sciences & Social Sciences, 3.40
ANTILLES SCHOOL OF TECHNICAL CAREER 1999 — 2002
SURGICAL TECHNICIAN, MEDICAL, 4.0
Ramon Vila Mayo 1997 — 2000
High School Diploma, Advanced Courses, 4.0
Tricia Quinn Gardella Tricia Quinn Gardella's Morgan Stanley Smith Barney Experience 2004 - 2006
Job Strategic Resource Group at Thomas H. Lee Partners
Industry Financial Services
Experience
Thomas H. Lee Partners 2011 - Present
Bracebridge Capital 2006 - 2011
Morgan Stanley Smith Barney 2004 - 2006
Fidelity Investments 1994 - 2004
Skills
Investments, Equities, Financial Analysis, Portfolio Management, Hedge Funds, Mutual Funds, Bloomberg, Alternative Investments, Fixed Income, Positive Can-do Attitude, Friendly Personality, Dependable Team Player, Team-oriented, Management, Capital Markets, Financial Services, Strategy, Financial Modeling, Finance
Education
Merrimack College 1986 — 1990
Marketing
Thomas H. Lee Partners 2011 - Present
Bracebridge Capital 2006 - 2011
Morgan Stanley Smith Barney 2004 - 2006
Fidelity Investments 1994 - 2004
Skills
Investments, Equities, Financial Analysis, Portfolio Management, Hedge Funds, Mutual Funds, Bloomberg, Alternative Investments, Fixed Income, Positive Can-do Attitude, Friendly Personality, Dependable Team Player, Team-oriented, Management, Capital Markets, Financial Services, Strategy, Financial Modeling, Finance
Education
Merrimack College 1986 — 1990
Marketing
Andre Yoskowitz's Morgan Stanley Smith Barney Experience September 2008 - December 2008
Job Relationship Banker at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase Bank N.A. January 2012 - Present
AfterDawn Oy March 2007 - Present
Z Commercial Capital March 2011 - January 2012
New York Life Insurance Company March 2010 - January 2011
Morgan Stanley Smith Barney September 2008 - December 2008
Skills
Information Technology, Finance, Customer Experience, Financial Services, Investments, Portfolio Management, Commercial Finance, Analysis, Banking, Management, Sales
Education
Manhattanville College 2005 — 2009
BA, Business Administration and Management, General
JPMorgan Chase Bank N.A. January 2012 - Present
AfterDawn Oy March 2007 - Present
Z Commercial Capital March 2011 - January 2012
New York Life Insurance Company March 2010 - January 2011
Morgan Stanley Smith Barney September 2008 - December 2008
Skills
Information Technology, Finance, Customer Experience, Financial Services, Investments, Portfolio Management, Commercial Finance, Analysis, Banking, Management, Sales
Education
Manhattanville College 2005 — 2009
BA, Business Administration and Management, General
Lauren Damm Lauren Damm's Morgan Stanley Smith Barney Experience January 2007 - September 2011
Job Sr Client Service Associate
Industry Financial Services
Experience
Morgan Stanley October 2012 - Present
Morgan Stanley Smith Barney January 2007 - September 2011
Smith Barney November 2000 - December 2006
Skills
Microsoft Excel, Customer Service, Outlook, Microsoft Word, Financial Services, Access, Business Development, Leadership, Risk Management, Securities, Training, Project Management, Accounting
Education
Mercer County Community College 2000 — 2006
Associates Degree, Liberal Arts
Morgan Stanley October 2012 - Present
Morgan Stanley Smith Barney January 2007 - September 2011
Smith Barney November 2000 - December 2006
Skills
Microsoft Excel, Customer Service, Outlook, Microsoft Word, Financial Services, Access, Business Development, Leadership, Risk Management, Securities, Training, Project Management, Accounting
Education
Mercer County Community College 2000 — 2006
Associates Degree, Liberal Arts
Kenneth M. White Kenneth M. White's Morgan Stanley Smith Barney Experience October 1980 - September 2010
Job First Vice President at UBS Financial Services
Industry Investment Management
Experience
UBS August 2010 - Present
Morgan Stanley Smith Barney October 1980 - September 2010
Education
Mercyhurst College 1975 — 1977
BA, Business Adminsitration
Marietta College 1973 — 1975
Business Adminsitration
UBS August 2010 - Present
Morgan Stanley Smith Barney October 1980 - September 2010
Education
Mercyhurst College 1975 — 1977
BA, Business Adminsitration
Marietta College 1973 — 1975
Business Adminsitration
Benjamin G. Padilla, CFA, CMT Benjamin G. Padilla, CFA, CMT's Morgan Stanley Smith Barney Experience May 1999 - March 2006
Job Personal Investment Portfolio Manager at Northern Trust Corporation
Industry Financial Services
Experience
Northern Trust Corporation May 2015 - Present
CFA Tampa Bay Society July 2013 - Present
Bank of America Merrill Lynch August 2013 - May 2015
Bank of America Merrill Lynch October 2011 - August 2013
BB&T March 2011 - September 2011
Simple Adventures, Inc March 2006 - January 2011
Morgan Stanley Smith Barney May 1999 - March 2006
Merrill Lynch May 1987 - May 1999
Skills
Portfolio Management, Investments, Mutual Funds, Fixed Income, Asset Management, Technical Analysis, Trading, Securities, Investment Strategies, Asset Allocation, Investment Management, Finance, Series 7, Financial Services, Financial Advisory, Bonds
Education
CFA Institute
CFA Charterholder, 2012, Charlottesville, VA
FINRA Certification
Financial Services
Market Technicians Association
CMT, Chartered Market Technician, 2013
Massachusetts Institute of Technology
Graduate coursework, Organic Chemistry
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Finance
Vanderbilt University
Bachelor of Arts, cum laude, Chemistry
Northern Trust Corporation May 2015 - Present
CFA Tampa Bay Society July 2013 - Present
Bank of America Merrill Lynch August 2013 - May 2015
Bank of America Merrill Lynch October 2011 - August 2013
BB&T March 2011 - September 2011
Simple Adventures, Inc March 2006 - January 2011
Morgan Stanley Smith Barney May 1999 - March 2006
Merrill Lynch May 1987 - May 1999
Skills
Portfolio Management, Investments, Mutual Funds, Fixed Income, Asset Management, Technical Analysis, Trading, Securities, Investment Strategies, Asset Allocation, Investment Management, Finance, Series 7, Financial Services, Financial Advisory, Bonds
Education
CFA Institute
CFA Charterholder, 2012, Charlottesville, VA
FINRA Certification
Financial Services
Market Technicians Association
CMT, Chartered Market Technician, 2013
Massachusetts Institute of Technology
Graduate coursework, Organic Chemistry
University of Michigan - Stephen M. Ross School of Business
Master of Business Administration (MBA), Finance
Vanderbilt University
Bachelor of Arts, cum laude, Chemistry
Jeremy Hahne's Morgan Stanley Smith Barney Experience 2002 - 2006
Job Partner at Onyx Environmental Solutions
Industry Machinery
Experience
EnviroGard January 2013 - Present
Onyx Environmental Solutions August 2006 - Present
Morgan Stanley Smith Barney 2002 - 2006
Skills
Financial Analysis, Budgets, New Business Development, Strategic Planning, Sales Management, Income Statement, P&L Management, Business Strategy, Negotiation, Mergers & Acquisitions, Team Building, Business Development, Purchasing, Account Management, Business Planning, Contract Negotiation, Forecasting, Product Development, Pricing, Operations Management, Competitive Analysis, Strategy, Manufacturing, Process Improvement, Marketing Strategy, Leadership, Management, Analysis, Energy, Sales Operations, Contract Management, Finance, International Business, Inventory Management, Start-ups, Key Account Management, Customer Service, Sales, Project Planning, International Sales, Product Marketing, P, International Marketing
Education
Lynn University
Bachelor of Science (B.S.), Business Administration and Management, General
EnviroGard January 2013 - Present
Onyx Environmental Solutions August 2006 - Present
Morgan Stanley Smith Barney 2002 - 2006
Skills
Financial Analysis, Budgets, New Business Development, Strategic Planning, Sales Management, Income Statement, P&L Management, Business Strategy, Negotiation, Mergers & Acquisitions, Team Building, Business Development, Purchasing, Account Management, Business Planning, Contract Negotiation, Forecasting, Product Development, Pricing, Operations Management, Competitive Analysis, Strategy, Manufacturing, Process Improvement, Marketing Strategy, Leadership, Management, Analysis, Energy, Sales Operations, Contract Management, Finance, International Business, Inventory Management, Start-ups, Key Account Management, Customer Service, Sales, Project Planning, International Sales, Product Marketing, P, International Marketing
Education
Lynn University
Bachelor of Science (B.S.), Business Administration and Management, General
Robert Staller Robert Staller's Morgan Stanley Smith Barney Experience March 2012 - June 2012
Job Brokerage Operations Analyst at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2013 - Present
Barclays Capital July 2012 - October 2013
Morgan Stanley Smith Barney March 2012 - June 2012
UBS Securities LLC March 1999 - December 2011
NATIONAL INVESTOR SERVICES CORPORATION August 1998 - February 1999
FIDUCIARY TRUST COMPANY INTERNATIONAL February 1995 - August 1998
Fuji Bank and Trust Co March 1992 - February 1995
Fuji Bank & Trust Co March 1988 - March 1992
E. F. HUTTON & COMPANY, INC May 1987 - March 1988
Skills
Account Reconciliation, Corporate Actions, Banking, Trading, Middle Office, Back Office, Financial Services, Microsoft Excel, DTC, Bloomberg, Bonds, Fixed Income, Spreadsheets, Settlement, Microsoft Word, ADP, Excel, Word, Reconciling, Reconciliation, Dividends, Series 99
Education
Pace Business School 1986 — 1987
Business
Manhattan College 1982 — 1984
General & Business
Mount Saint Michael Academy
Fidelity Investments October 2013 - Present
Barclays Capital July 2012 - October 2013
Morgan Stanley Smith Barney March 2012 - June 2012
UBS Securities LLC March 1999 - December 2011
NATIONAL INVESTOR SERVICES CORPORATION August 1998 - February 1999
FIDUCIARY TRUST COMPANY INTERNATIONAL February 1995 - August 1998
Fuji Bank and Trust Co March 1992 - February 1995
Fuji Bank & Trust Co March 1988 - March 1992
E. F. HUTTON & COMPANY, INC May 1987 - March 1988
Skills
Account Reconciliation, Corporate Actions, Banking, Trading, Middle Office, Back Office, Financial Services, Microsoft Excel, DTC, Bloomberg, Bonds, Fixed Income, Spreadsheets, Settlement, Microsoft Word, ADP, Excel, Word, Reconciling, Reconciliation, Dividends, Series 99
Education
Pace Business School 1986 — 1987
Business
Manhattan College 1982 — 1984
General & Business
Mount Saint Michael Academy
Deborah Grohslicht's Morgan Stanley Smith Barney Experience May 2010 - November 2011
Job Senior Lateral Recruiter at Morgan Stanley
Industry Staffing and Recruiting
Experience
Morgan Stanley April 2013 - Present
Deutsche Bank September 2012 - April 2013
TIAA-CREF May 2012 - September 2012
Morgan Stanley Smith Barney May 2010 - November 2011
Forrest Solutions October 2006 - November 2009
The Gym 2004 - 2006
Education
Manhattan College 1990 — 1995
University of Miami
Morgan Stanley April 2013 - Present
Deutsche Bank September 2012 - April 2013
TIAA-CREF May 2012 - September 2012
Morgan Stanley Smith Barney May 2010 - November 2011
Forrest Solutions October 2006 - November 2009
The Gym 2004 - 2006
Education
Manhattan College 1990 — 1995
University of Miami
Dan Fahringer's Morgan Stanley Smith Barney Experience October 2000 - July 2005
Job Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company August 2015 - Present
NYL Securities LLC August 2015 - Present
MetLife January 2015 - August 2015
Jacqueline Powell & Associates December 2013 - November 2014
Prudential Financial February 2013 - November 2013
LPL Financial September 2010 - September 2012
Thrivent Financial March 2009 - October 2010
Fortune Personnel November 2005 - February 2009
Morgan Stanley Smith Barney October 2000 - July 2005
Skills
Retirement Planning, Retirement, Securities, Series 7, Insurance, Investment Strategies, Series 24, Long-term Care, Fixed Annuities, Mutual Funds, Series 63, Asset Allocation, Estate Conservation..., Sales Management, Business Succession..., Employee Benefits
Education
Misericordia University 1993 — 1995
M.S., Organizational Management
Marywood University 1985 — 1987
M.S.W., Clinical Social Work
York College of Pennsylvania 1981 — 1985
B.S., Sociology/Psychology
New York Life Insurance Company August 2015 - Present
NYL Securities LLC August 2015 - Present
MetLife January 2015 - August 2015
Jacqueline Powell & Associates December 2013 - November 2014
Prudential Financial February 2013 - November 2013
LPL Financial September 2010 - September 2012
Thrivent Financial March 2009 - October 2010
Fortune Personnel November 2005 - February 2009
Morgan Stanley Smith Barney October 2000 - July 2005
Skills
Retirement Planning, Retirement, Securities, Series 7, Insurance, Investment Strategies, Series 24, Long-term Care, Fixed Annuities, Mutual Funds, Series 63, Asset Allocation, Estate Conservation..., Sales Management, Business Succession..., Employee Benefits
Education
Misericordia University 1993 — 1995
M.S., Organizational Management
Marywood University 1985 — 1987
M.S.W., Clinical Social Work
York College of Pennsylvania 1981 — 1985
B.S., Sociology/Psychology
Bill Bender Bill Bender's Morgan Stanley Smith Barney Experience November 2010 - August 2011
Job
Industry Insurance
Experience
Wyndham Hotel Group January 2013 - December 2013
MetLife October 2011 - January 2013
Morgan Stanley Smith Barney November 2010 - August 2011
Skila October 2007 - April 2010
Infosys Technologies April 2007 - September 2007
CEGEDIM Dendrite August 1998 - March 2007
Dun and Bradstreet November 1991 - July 1998
Skills
Training, E-commerce, Strategy, Securities, Analysis, Pharmaceutical Industry, Operations Management, Program Management, Finance, IT Strategy, Contract Negotiation, Mobile Devices, Business Analysis, Salesforce.com, Customer Satisfaction, Business Process..., Financial Reporting, Mentoring, Data Management, CRM, Performance Management, Access, Budgets, Team Management, Microsoft Excel, Healthcare, Business Process..., Resource Management, Accounting, Onboarding, Public Speaking, Process Improvement, Consulting, Management Consulting, Management, Project Management, Outsourcing, Systems Analysis, Data Conversion, Requirements Gathering, Enterprise Architecture, Software Documentation
Education
Chubb Institutue 1991 — 1991
Certificate
Ohio University 1983 — 1986
Master's degree
Maryville College 1979 — 1983
Bachelor cum laude
Morris Knolls High School 1975 — 1979
Wyndham Hotel Group January 2013 - December 2013
MetLife October 2011 - January 2013
Morgan Stanley Smith Barney November 2010 - August 2011
Skila October 2007 - April 2010
Infosys Technologies April 2007 - September 2007
CEGEDIM Dendrite August 1998 - March 2007
Dun and Bradstreet November 1991 - July 1998
Skills
Training, E-commerce, Strategy, Securities, Analysis, Pharmaceutical Industry, Operations Management, Program Management, Finance, IT Strategy, Contract Negotiation, Mobile Devices, Business Analysis, Salesforce.com, Customer Satisfaction, Business Process..., Financial Reporting, Mentoring, Data Management, CRM, Performance Management, Access, Budgets, Team Management, Microsoft Excel, Healthcare, Business Process..., Resource Management, Accounting, Onboarding, Public Speaking, Process Improvement, Consulting, Management Consulting, Management, Project Management, Outsourcing, Systems Analysis, Data Conversion, Requirements Gathering, Enterprise Architecture, Software Documentation
Education
Chubb Institutue 1991 — 1991
Certificate
Ohio University 1983 — 1986
Master's degree
Maryville College 1979 — 1983
Bachelor cum laude
Morris Knolls High School 1975 — 1979
Jia (Lou) Rogal Jia (Lou) Rogal's Morgan Stanley Smith Barney Experience August 2010 - April 2012
Job Senior Product Manager at Zynga
Industry Online Media
Experience
Zynga August 2015 - Present
Zynga June 2014 - Present
Sony Corporation of America June 2013 - August 2013
Cookbook Create April 2013 - August 2013
Morgan Stanley Smith Barney August 2010 - April 2012
Morgan Stanley July 2007 - July 2010
Education
Massachusetts Institute of Technology
Bachelor of Science (BSc), Management Science
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Zynga August 2015 - Present
Zynga June 2014 - Present
Sony Corporation of America June 2013 - August 2013
Cookbook Create April 2013 - August 2013
Morgan Stanley Smith Barney August 2010 - April 2012
Morgan Stanley July 2007 - July 2010
Education
Massachusetts Institute of Technology
Bachelor of Science (BSc), Management Science
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Candace Robinson Candace Robinson's Morgan Stanley Smith Barney Experience August 2014 - Present
Job JD
Industry Law Practice
Experience
Morgan Stanley Smith Barney August 2014 - Present
Morgan Stanley Contractor July 2013 - Present
public defenders office 2012 - 2012
Skills
Legal Research, Litigation
Education
Massachusetts School of Law 2008 — 2011
JD
University of Maryland Eastern Shore 2004 — 2008
Bachelor's degree, Criminal Justice
University of Maryland Eastern Shore 2004 — 2008
Bachelor's degree, Criminal Justice
Morgan Stanley Smith Barney August 2014 - Present
Morgan Stanley Contractor July 2013 - Present
public defenders office 2012 - 2012
Skills
Legal Research, Litigation
Education
Massachusetts School of Law 2008 — 2011
JD
University of Maryland Eastern Shore 2004 — 2008
Bachelor's degree, Criminal Justice
University of Maryland Eastern Shore 2004 — 2008
Bachelor's degree, Criminal Justice
Jeni Rosario Jeni Rosario's Morgan Stanley Smith Barney Experience 1995 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1995 - 2012
Rogot Optical June 1990 - May 1995
Skills
Mutual Funds, •Computer literate in..., Close Attention to..., Interpersonal Skill, High Organizational...
Education
Manhattan College
Bachelor of Science, Business Administration
Morgan Stanley Smith Barney 1995 - 2012
Rogot Optical June 1990 - May 1995
Skills
Mutual Funds, •Computer literate in..., Close Attention to..., Interpersonal Skill, High Organizational...
Education
Manhattan College
Bachelor of Science, Business Administration
Kelly Schulz Kelly Schulz's Morgan Stanley Smith Barney Experience January 1985 - Present
Job Complex Service Manager Morgan Stanley Smith Barney at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 1985 - Present
Education
Marymount University 1981 — 1985
B.A., Business
Red Bank Catholic High School, Red Bank NJ
Morgan Stanley Smith Barney January 1985 - Present
Education
Marymount University 1981 — 1985
B.A., Business
Red Bank Catholic High School, Red Bank NJ
Brittany Calandra Brittany Calandra's Morgan Stanley Smith Barney Experience November 2011 - September 2012
Job Senior Area Assistant for Citibank
Industry Public Relations and Communications
Experience
Citibank January 2014 - Present
Wilson Elser September 2012 - January 2014
Morgan Stanley Smith Barney November 2011 - September 2012
Manhattanville September 2010 - May 2011
Manhattanville College August 2010 - May 2011
Manhattanville Dance Troupe September 2008 - May 2011
Scoops-n May 2006 - August 2010
Skills
Microsoft Office, Excel, PowerPoint, Access, Customer Service, Human Resources, Microsoft Excel, Data Analysis, Budgets, Recruiting
Education
Manhattanville College 2007 — 2011
Bachelors, Communications
Manhattanville College
Bachelor of Arts (BA), Communications
Citibank January 2014 - Present
Wilson Elser September 2012 - January 2014
Morgan Stanley Smith Barney November 2011 - September 2012
Manhattanville September 2010 - May 2011
Manhattanville College August 2010 - May 2011
Manhattanville Dance Troupe September 2008 - May 2011
Scoops-n May 2006 - August 2010
Skills
Microsoft Office, Excel, PowerPoint, Access, Customer Service, Human Resources, Microsoft Excel, Data Analysis, Budgets, Recruiting
Education
Manhattanville College 2007 — 2011
Bachelors, Communications
Manhattanville College
Bachelor of Arts (BA), Communications
Frank J. Todaro's Morgan Stanley Smith Barney Experience April 2010 - June 2011
Job VP Sales and Marketing at Lookout Worldwide, Inc.
Industry Maritime
Experience
Lookout Worldwide, Inc. January 2013 - Present
Frank J. Todaro & Associates June 2011 - January 2013
Morgan Stanley Smith Barney April 2010 - June 2011
M&T Bank March 2007 - January 2010
State Bank of Long Island December 2005 - March 2007
AXA Equitable November 1996 - December 2003
NatWest Bank November 1991 - October 1996
Citibank September 1985 - October 1990
American Electric Power June 1969 - November 1978
Skills
Strategic Financial..., Business Succession, Estate Planning, Portfolio Management, Insurance Planning, Investment Management, Banking, Retirement, Investments, Financial Services, Financial Planners, Wealth Management, Securities, Series 7, Fixed Income, Equities, Mutual Funds, Finance, Insurance, Succession Planning
Education
Manhattan College 1965 — 1969
BS, Engineering - Mechanical
Brooklyn Tech, HS 1963 — 1965
College Prep
Lookout Worldwide, Inc. January 2013 - Present
Frank J. Todaro & Associates June 2011 - January 2013
Morgan Stanley Smith Barney April 2010 - June 2011
M&T Bank March 2007 - January 2010
State Bank of Long Island December 2005 - March 2007
AXA Equitable November 1996 - December 2003
NatWest Bank November 1991 - October 1996
Citibank September 1985 - October 1990
American Electric Power June 1969 - November 1978
Skills
Strategic Financial..., Business Succession, Estate Planning, Portfolio Management, Insurance Planning, Investment Management, Banking, Retirement, Investments, Financial Services, Financial Planners, Wealth Management, Securities, Series 7, Fixed Income, Equities, Mutual Funds, Finance, Insurance, Succession Planning
Education
Manhattan College 1965 — 1969
BS, Engineering - Mechanical
Brooklyn Tech, HS 1963 — 1965
College Prep
Cyndi Hunley Cyndi Hunley's Morgan Stanley Smith Barney Experience April 1999 - October 2011
Job Licensing Specialist
Industry Financial Services
Experience
Next Financial July 2012 - Present
is seeking a position March 2012 - July 2012
Morgan Stanley Smith Barney April 1999 - October 2011
Bank of America May 1989 - November 1998
Citi January 1984 - May 1989
Skills
DTC, Investment Operations, Accounts Payable, Accounts Receivable, Microsoft Works, Fax, Scheduling, Scanners, Customer Relations, Customer Service, Reconciliation, Investment Banking, Excel, PowerPoint, Outlook, Microsoft Excel, Securities, Sales, Mutual Funds, Insurance, Process Scheduler, Account Reconciliation, Financial Analysis, Investments, Finance, Data Entry, Accounting, Financial Services, Strategic Financial..., FINRA, Banking, Asset Management, Risk Management, Series 24, Series 7, Financial Planning
Education
Marshall University 1974 — 1976
Business
Bridgewayter Raritan HS East 1970 — 1974
Diploma, College Prep, 3.0
Next Financial July 2012 - Present
is seeking a position March 2012 - July 2012
Morgan Stanley Smith Barney April 1999 - October 2011
Bank of America May 1989 - November 1998
Citi January 1984 - May 1989
Skills
DTC, Investment Operations, Accounts Payable, Accounts Receivable, Microsoft Works, Fax, Scheduling, Scanners, Customer Relations, Customer Service, Reconciliation, Investment Banking, Excel, PowerPoint, Outlook, Microsoft Excel, Securities, Sales, Mutual Funds, Insurance, Process Scheduler, Account Reconciliation, Financial Analysis, Investments, Finance, Data Entry, Accounting, Financial Services, Strategic Financial..., FINRA, Banking, Asset Management, Risk Management, Series 24, Series 7, Financial Planning
Education
Marshall University 1974 — 1976
Business
Bridgewayter Raritan HS East 1970 — 1974
Diploma, College Prep, 3.0
Harold Astorquiza's Morgan Stanley Smith Barney Experience August 2007 - Present
Job Sr. Vice President/ Portfolio Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2007 - Present
UBS Wealth Management September 2000 - August 2007
Smith Barney November 1990 - September 2000
Skills
Investments, Wealth Management, Finance, Financial Services, Securities, Mutual Funds, Series 7, Financial Analysis, Risk Management, Asset Allocation, Financial Planning, Credit, Retirement Planning, Series 63, Loans, Investment Banking, Credit Analysis, Estate Planning, Retirement, Commercial Lending
Education
Univerity of South Florida 1982 — 1985
BA, Finance
Loyola University New Orleans 1980 — 1982
Jesuit High School Tampa 1976 — 1980
Morgan Stanley Smith Barney August 2007 - Present
UBS Wealth Management September 2000 - August 2007
Smith Barney November 1990 - September 2000
Skills
Investments, Wealth Management, Finance, Financial Services, Securities, Mutual Funds, Series 7, Financial Analysis, Risk Management, Asset Allocation, Financial Planning, Credit, Retirement Planning, Series 63, Loans, Investment Banking, Credit Analysis, Estate Planning, Retirement, Commercial Lending
Education
Univerity of South Florida 1982 — 1985
BA, Finance
Loyola University New Orleans 1980 — 1982
Jesuit High School Tampa 1976 — 1980
Jessica Grater's Morgan Stanley Smith Barney Experience January 2006 - May 2006
Job Executive Underwriter at Arch Insurance Group
Industry Insurance
Experience
Arch Insurance Group April 2013 - Present
Liberty Mutual Surety March 2010 - March 2013
Liberty Mutual Surety January 2007 - March 2010
Morgan Stanley Smith Barney January 2006 - May 2006
Glenmede May 2005 - August 2005
Skills
Surety Bonds, Underwriting, Surety, Brokers, Bonds, Financial Analysis, Finance, Risk Management, Insurance, Commercial Lines, Liability, Financial Risk, Legal Liability, D&O, Workers Compensation, Employment Practices..., Commercial Insurance
Education
Manhattanville College 2002 — 2006
Batchelor's, Finance
Mount Saint Joseph Academy 1998 — 2002
Arch Insurance Group April 2013 - Present
Liberty Mutual Surety March 2010 - March 2013
Liberty Mutual Surety January 2007 - March 2010
Morgan Stanley Smith Barney January 2006 - May 2006
Glenmede May 2005 - August 2005
Skills
Surety Bonds, Underwriting, Surety, Brokers, Bonds, Financial Analysis, Finance, Risk Management, Insurance, Commercial Lines, Liability, Financial Risk, Legal Liability, D&O, Workers Compensation, Employment Practices..., Commercial Insurance
Education
Manhattanville College 2002 — 2006
Batchelor's, Finance
Mount Saint Joseph Academy 1998 — 2002
Marie G's Morgan Stanley Smith Barney Experience July 2007 - May 2011
Job Business Development Manager,Public Health Technician
Industry Marketing and Advertising
Experience
United State Air force National Guard June 2014 - Present
Coca-Cola Refreshments May 2013 - Present
Body thru movement February 2009 - Present
WVO 2012 - 2013
Morgan Stanley Smith Barney July 2007 - May 2011
Citifinancial Consumer Finance April 2004 - July 2005
Skills
Training & Development, Creative Development, Fundraising, Microsoft Office, Social Media, Sales, Marketing, Management, Sales Operations, Leadership Development, Public Speaking, Fitness, Public Relations, Marketing Communications, Leadership, Nonprofits, Community Outreach, Sales Management, Account Management, Healthcare, Microsoft Excel, Event Management, Fitness Training, Social Media Marketing, CRM, Marketing Strategy, Facebook, Strategic Planning, Advertising, Research, Teaching, Blogging, Wellness, Staff Development, Microsoft Word, Volunteer Management, Media Relations, Time Management, Corporate Communications, Event Planning
Education
Massachusetts College of Liberal Arts 2004 — 2005
Bachelor's degree, Corp Communications, 3.0
MCLA 2002 — 2005
B.A., Corp Communications/ Business Admin, 3.0
Pittsfield High School 1996 — 2000
Diploma, Tourism and Travel Services Management
United State Air force National Guard June 2014 - Present
Coca-Cola Refreshments May 2013 - Present
Body thru movement February 2009 - Present
WVO 2012 - 2013
Morgan Stanley Smith Barney July 2007 - May 2011
Citifinancial Consumer Finance April 2004 - July 2005
Skills
Training & Development, Creative Development, Fundraising, Microsoft Office, Social Media, Sales, Marketing, Management, Sales Operations, Leadership Development, Public Speaking, Fitness, Public Relations, Marketing Communications, Leadership, Nonprofits, Community Outreach, Sales Management, Account Management, Healthcare, Microsoft Excel, Event Management, Fitness Training, Social Media Marketing, CRM, Marketing Strategy, Facebook, Strategic Planning, Advertising, Research, Teaching, Blogging, Wellness, Staff Development, Microsoft Word, Volunteer Management, Media Relations, Time Management, Corporate Communications, Event Planning
Education
Massachusetts College of Liberal Arts 2004 — 2005
Bachelor's degree, Corp Communications, 3.0
MCLA 2002 — 2005
B.A., Corp Communications/ Business Admin, 3.0
Pittsfield High School 1996 — 2000
Diploma, Tourism and Travel Services Management
Robert Palermo's Morgan Stanley Smith Barney Experience June 2009 - June 2012
Job Vice President, Annuity Planning Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley June 2012 - January 2015
Morgan Stanley Smith Barney June 2009 - June 2012
Morgan Stanley May 2006 - June 2009
Pershing 2004 - 2006
Skills
Separately Managed..., Series 63, Mutual Funds, Series 7, Fixed Annuities, Asset Allocation, Retirement Planning, Uniform Combined State..., FINRA, Wealth Management, Financial Services, Investments, Securities, 401k
Education
Lynn University 1999 — 2003
Business Management
Morgan Stanley January 2015 - Present
Morgan Stanley June 2012 - January 2015
Morgan Stanley Smith Barney June 2009 - June 2012
Morgan Stanley May 2006 - June 2009
Pershing 2004 - 2006
Skills
Separately Managed..., Series 63, Mutual Funds, Series 7, Fixed Annuities, Asset Allocation, Retirement Planning, Uniform Combined State..., FINRA, Wealth Management, Financial Services, Investments, Securities, 401k
Education
Lynn University 1999 — 2003
Business Management
Richard Trotta's Morgan Stanley Smith Barney Experience 2009 - 2012
Job Financial Advisor, Managing Director at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. 2012 - Present
Morgan Stanley Smith Barney 2009 - 2012
Citigroup Global Markets 2005 - 2009
Wachovia Securities, LLC 1999 - 2005
First Union Capital Markets Corp. March 1999 - October 1999
Merrill Lynch, Pierce, Fenner & Smith Inc. 1989 - 1999
Education
Mercer University 1977 — 1980
Bachelor's Degree, Physics, Magna Cum Laude
Ameriprise Financial Services, Inc. 2012 - Present
Morgan Stanley Smith Barney 2009 - 2012
Citigroup Global Markets 2005 - 2009
Wachovia Securities, LLC 1999 - 2005
First Union Capital Markets Corp. March 1999 - October 1999
Merrill Lynch, Pierce, Fenner & Smith Inc. 1989 - 1999
Education
Mercer University 1977 — 1980
Bachelor's Degree, Physics, Magna Cum Laude
Kathleen M Snyder Kathleen M Snyder's Morgan Stanley Smith Barney Experience September 2009 - July 2012
Job Licensed Financial Specialist at PNC
Industry Financial Services
Experience
PNC June 2013 - Present
Ameriprise Financial Services, Inc. July 2012 - June 2013
Morgan Stanley Smith Barney September 2009 - July 2012
General Electric Consumer and Industrial Appliances January 1995 - March 2009
Skills
Sales Management
Education
Spring Arbor University 1999 — 2002
MBA, Management
Metropolitan State University of Denver 1973 — 1977
BS, Accounting
PNC June 2013 - Present
Ameriprise Financial Services, Inc. July 2012 - June 2013
Morgan Stanley Smith Barney September 2009 - July 2012
General Electric Consumer and Industrial Appliances January 1995 - March 2009
Skills
Sales Management
Education
Spring Arbor University 1999 — 2002
MBA, Management
Metropolitan State University of Denver 1973 — 1977
BS, Accounting
Christopher J. Dohrmann's Morgan Stanley Smith Barney Experience August 2000 - January 2012
Job Business Development and Client Solutions US
Industry Financial Services
Experience
Equatex January 2012 - Present
Morgan Stanley Smith Barney August 2000 - January 2012
Integrated Resources August 1985 - May 1995
Skills
Product Development, New Business Development, Product Strategy, Client Communications, Software Training, Strategy, Public Speaking, Product Management, Mergers, Marketing, Management, Leadership, Hands-on Training, Financial Reporting, Equities, CRM, Business Development, Portfolio Management, Mergers & Acquisitions, Financial Services, Risk Management, Project Management, Business Strategy, Vendor Management
Education
Manhattan College 1978 — 1982
B.S., Math / Computer Science
Equatex January 2012 - Present
Morgan Stanley Smith Barney August 2000 - January 2012
Integrated Resources August 1985 - May 1995
Skills
Product Development, New Business Development, Product Strategy, Client Communications, Software Training, Strategy, Public Speaking, Product Management, Mergers, Marketing, Management, Leadership, Hands-on Training, Financial Reporting, Equities, CRM, Business Development, Portfolio Management, Mergers & Acquisitions, Financial Services, Risk Management, Project Management, Business Strategy, Vendor Management
Education
Manhattan College 1978 — 1982
B.S., Math / Computer Science
Gregory Lawson Gregory Lawson's Morgan Stanley Smith Barney Experience 2011 - 2012
Job Sales Support Supervisor at Parametric
Industry Financial Services
Experience
Parametric 2015 - Present
UBS Financial Services Inc 2013 - 2015
Merrill Lynch 2012 - 2013
Morgan Stanley Smith Barney 2011 - 2012
Capital One 2010 - 2011
Fidelity & Trust Bank 2007 - 2008
Chevy Chase Bank 2004 - 2007
Skills
Finance, Strategy, Wealth Management, Strategic Planning, Public Speaking, Portfolio Management, Financial Analysis, Management, Leadership, Risk Management
Education
The Johns Hopkins University - Carey Business School 2007 — 2009
Master of Business Administration (MBA), General Management
Mannes College of Music, New School University 1999 — 2003
Master of Music; Professional Studies Diploma, Classical Double Bass Performance
Cleveland Institute of Music & Case Western Reserve University 1995 — 1999
Bachelor of Music, Classical Double Bass Performance
Manhattan School of Music 1992 — 1995
Preparatory Division, Classical Double Bass Performance
East Brunswick High School 1991 — 1995
Parametric 2015 - Present
UBS Financial Services Inc 2013 - 2015
Merrill Lynch 2012 - 2013
Morgan Stanley Smith Barney 2011 - 2012
Capital One 2010 - 2011
Fidelity & Trust Bank 2007 - 2008
Chevy Chase Bank 2004 - 2007
Skills
Finance, Strategy, Wealth Management, Strategic Planning, Public Speaking, Portfolio Management, Financial Analysis, Management, Leadership, Risk Management
Education
The Johns Hopkins University - Carey Business School 2007 — 2009
Master of Business Administration (MBA), General Management
Mannes College of Music, New School University 1999 — 2003
Master of Music; Professional Studies Diploma, Classical Double Bass Performance
Cleveland Institute of Music & Case Western Reserve University 1995 — 1999
Bachelor of Music, Classical Double Bass Performance
Manhattan School of Music 1992 — 1995
Preparatory Division, Classical Double Bass Performance
East Brunswick High School 1991 — 1995
Carol Rollins Carol Rollins's Morgan Stanley Smith Barney Experience September 1985 - July 2006
Job Investment Sales Associate at BB&T Investments
Industry Financial Services
Experience
BB&T Investments January 2012 - Present
J.P. Morgan December 2010 - January 2012
J.P. Morgan July 2006 - December 2010
Morgan Stanley Smith Barney September 1985 - July 2006
Education
West Virginia State University 1981 — 1982
Associate in Applied Science, Secretarial Sciences
Marshall University 1980 — 1981
Associate in Applied Sciences
BB&T Investments January 2012 - Present
J.P. Morgan December 2010 - January 2012
J.P. Morgan July 2006 - December 2010
Morgan Stanley Smith Barney September 1985 - July 2006
Education
West Virginia State University 1981 — 1982
Associate in Applied Science, Secretarial Sciences
Marshall University 1980 — 1981
Associate in Applied Sciences
Kristin Foret Kristin Foret's Morgan Stanley Smith Barney Experience March 2010 - February 2014
Job Grace Community Church
Industry Religious Institutions
Experience
Morgan Stanley Wealth Management March 2010 - February 2014
Morgan Stanley Smith Barney March 2010 - February 2014
US Commerce Department: Census Bureau April 2009 - October 2009
1820 Investment Services September 2006 - March 2008
Scheper Insurance October 2004 - November 2004
Charles Schwab September 1987 - October 2004
Charles Schwab September 1987 - October 2004
Charles Schwab & Co. Inc January 1987 - January 2004
Eastern Division January 2001 - January 2003
Southern Division January 1999 - January 2001
Skills
Series 63, Asset Managment, Sales, Series 7, FINRA, Investments, Retirement Planning, Securities, Wealth Management, Strategic Financial..., Insurance, Financial Services, Asset Allocation
Education
Mercer University 1982 — 1986
BA, communications, history, english
Morgan Stanley Wealth Management March 2010 - February 2014
Morgan Stanley Smith Barney March 2010 - February 2014
US Commerce Department: Census Bureau April 2009 - October 2009
1820 Investment Services September 2006 - March 2008
Scheper Insurance October 2004 - November 2004
Charles Schwab September 1987 - October 2004
Charles Schwab September 1987 - October 2004
Charles Schwab & Co. Inc January 1987 - January 2004
Eastern Division January 2001 - January 2003
Southern Division January 1999 - January 2001
Skills
Series 63, Asset Managment, Sales, Series 7, FINRA, Investments, Retirement Planning, Securities, Wealth Management, Strategic Financial..., Insurance, Financial Services, Asset Allocation
Education
Mercer University 1982 — 1986
BA, communications, history, english
Emerson T. Knowles, CIMA's Morgan Stanley Smith Barney Experience August 1982 - January 2010
Job Senior Vice President Investments at Merrill Lynch
Industry Financial Services
Experience
Honor Flight Southern Arizona April 2011 - Present
Merrill Lynch January 2010 - Present
Morgan Stanley Smith Barney August 1982 - January 2010
Merrill Lynch Investment Managers June 1979 - August 1982
Skills
Mutual Funds, Series 7, Retirement Planning, Strategic Financial..., Investments, Asset Allocation, Series 63, Asset Management, Retirement, Estate Planning, Fixed Income, Wealth Management..., Nonprofits, Wealth Management, Wealth, Portfolio Management, Non-profits, Management, High Net Worth..., Alternative Investments, Securities, Investment Advisory, FINRA, 401k, Equities, Investment Management, Asset Managment, ETFs, Finance, Uniform Combined State..., Series 65, Financial Advisory, Separately Managed..., Investment Strategies, Fixed Annuities, Hedge Funds, Series 24
Education
Massachusetts Institute of Technology 1975 — 1979
Bachelor of Science (B.S.)
Cincinnati Country Day School 1969 — 1975
Honor Flight Southern Arizona April 2011 - Present
Merrill Lynch January 2010 - Present
Morgan Stanley Smith Barney August 1982 - January 2010
Merrill Lynch Investment Managers June 1979 - August 1982
Skills
Mutual Funds, Series 7, Retirement Planning, Strategic Financial..., Investments, Asset Allocation, Series 63, Asset Management, Retirement, Estate Planning, Fixed Income, Wealth Management..., Nonprofits, Wealth Management, Wealth, Portfolio Management, Non-profits, Management, High Net Worth..., Alternative Investments, Securities, Investment Advisory, FINRA, 401k, Equities, Investment Management, Asset Managment, ETFs, Finance, Uniform Combined State..., Series 65, Financial Advisory, Separately Managed..., Investment Strategies, Fixed Annuities, Hedge Funds, Series 24
Education
Massachusetts Institute of Technology 1975 — 1979
Bachelor of Science (B.S.)
Cincinnati Country Day School 1969 — 1975
Dhanya Bakthisaran, MHRM Dhanya Bakthisaran, MHRM's Morgan Stanley Smith Barney Experience January 2010 - November 2010
Job HR Consultant at Good Shepherd Services
Industry Human Resources
Experience
Vigilant, Inc. (now Deloitte) January 2011 - August 2012
Morgan Stanley Smith Barney January 2010 - November 2010
ETS May 2008 - October 2009
Rutgers University September 2007 - May 2008
Nokia May 2007 - August 2007
Accenture August 2005 - June 2006
WNSGS November 2004 - June 2005
ICICI OneSource September 2002 - June 2004
Skills
Talent Acquisition, Performance Management, Employee Relations, Human Resources, Process Improvement, Talent Management, Training, Onboarding, Employee Engagement, Deferred Compensation, Recruiting, Team Management, Vendor Management, Sourcing, Management, Leadership, Strategy, Team Building, Program Management, Personnel Management, Cross-functional Team...
Education
Rutgers University-New Brunswick 2006 — 2009
Masters, Masters in HR Management
Mangalore University 1997 — 2001
BS, IP
St Aloysius College 1995 — 1997
Vigilant, Inc. (now Deloitte) January 2011 - August 2012
Morgan Stanley Smith Barney January 2010 - November 2010
ETS May 2008 - October 2009
Rutgers University September 2007 - May 2008
Nokia May 2007 - August 2007
Accenture August 2005 - June 2006
WNSGS November 2004 - June 2005
ICICI OneSource September 2002 - June 2004
Skills
Talent Acquisition, Performance Management, Employee Relations, Human Resources, Process Improvement, Talent Management, Training, Onboarding, Employee Engagement, Deferred Compensation, Recruiting, Team Management, Vendor Management, Sourcing, Management, Leadership, Strategy, Team Building, Program Management, Personnel Management, Cross-functional Team...
Education
Rutgers University-New Brunswick 2006 — 2009
Masters, Masters in HR Management
Mangalore University 1997 — 2001
BS, IP
St Aloysius College 1995 — 1997
Cheryl Feldman Cheryl Feldman's Morgan Stanley Smith Barney Experience December 2010 - August 2011
Job Senior Salesforce Lead/Salesforce MVP
Industry Information Technology and Services
Experience
GSD Company June 2015 - Present
Exponent Partners February 2015 - May 2015
S&P Capital IQ August 2011 - January 2015
Morgan Stanley Smith Barney December 2010 - August 2011
Cheryl Feldman August 2007 - August 2011
Distinguished Programs February 2010 - November 2010
Standard & Poor's November 2007 - February 2010
Nature Technologies, Inc. November 2005 - October 2007
Bayer HealthCare August 2001 - November 2005
Bayer 2001 - 2005
Skills
Salesforce.com..., Business Analysis, Agile Methodologies, User Stories, User Acceptance Testing, Acceptance Criteria, Agile Project Management, Sales Operations, Reporting Systems, Requirements Analysis, Business Requirements, Process Automation, Process Improvement, Process Engineering, Change Management, CRM, Pipelines, Social Media, Salesforce.com, Project Management, Microsoft Office, Access, Data Analysis, Data Management, Business Process, Analysis, Requirements Gathering, Business Intelligence, Force.com, Software Project..., Databases, Marketing, Program Management, Training, Analytics, SDLC, Integration, IT Strategy, SaaS, Enterprise Architecture, Vendor Management, Business Process..., Cross-functional Team..., Sales, Visio, Strategy
Education
Pace University 2006 — 2013
Bachelors/MBA, Business Admin
Westchester Community College 2007 — 2007
Certificate in Java/HTML, Java/HTML
Westchester Community College 2007 — 2007
Certificate in Java/HTML, Java/HTML
Mercy College 2003 — 2005
Yorktown 1994 — 1998
GSD Company June 2015 - Present
Exponent Partners February 2015 - May 2015
S&P Capital IQ August 2011 - January 2015
Morgan Stanley Smith Barney December 2010 - August 2011
Cheryl Feldman August 2007 - August 2011
Distinguished Programs February 2010 - November 2010
Standard & Poor's November 2007 - February 2010
Nature Technologies, Inc. November 2005 - October 2007
Bayer HealthCare August 2001 - November 2005
Bayer 2001 - 2005
Skills
Salesforce.com..., Business Analysis, Agile Methodologies, User Stories, User Acceptance Testing, Acceptance Criteria, Agile Project Management, Sales Operations, Reporting Systems, Requirements Analysis, Business Requirements, Process Automation, Process Improvement, Process Engineering, Change Management, CRM, Pipelines, Social Media, Salesforce.com, Project Management, Microsoft Office, Access, Data Analysis, Data Management, Business Process, Analysis, Requirements Gathering, Business Intelligence, Force.com, Software Project..., Databases, Marketing, Program Management, Training, Analytics, SDLC, Integration, IT Strategy, SaaS, Enterprise Architecture, Vendor Management, Business Process..., Cross-functional Team..., Sales, Visio, Strategy
Education
Pace University 2006 — 2013
Bachelors/MBA, Business Admin
Westchester Community College 2007 — 2007
Certificate in Java/HTML, Java/HTML
Westchester Community College 2007 — 2007
Certificate in Java/HTML, Java/HTML
Mercy College 2003 — 2005
Yorktown 1994 — 1998
Abe Damra Abe Damra's Morgan Stanley Smith Barney Experience September 2011 - December 2011
Job Associate Wealth Management Operations at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management October 2012 - January 2014
IndexIQ January 2012 - May 2012
Morgan Stanley Smith Barney September 2011 - December 2011
Bank of Jordan November 2010 - December 2010
Peter A Goldman, CPA, Esq December 2009 - June 2010
Via One March 2008 - November 2008
Via One January 2008 - March 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Bloomberg Terminal, Bloomberg, Financial Analysis, Finance, Customer Service, Public Speaking, Outlook, Equities, Access, Morningstar, Fixed Income, Management, Accounting, Banking, Social Networking, Social Media, Human Resources, Data Analysis, Analysis, Economics, Financial Modeling, Financial Services, Account Reconciliation
Education
Manhattanville College 2011 — 2012
Masters of Science, Finance
Manhattanville College 2004 — 2010
BA, Finance
Morgan Stanley Wealth Management January 2014 - Present
Morgan Stanley Wealth Management October 2012 - January 2014
IndexIQ January 2012 - May 2012
Morgan Stanley Smith Barney September 2011 - December 2011
Bank of Jordan November 2010 - December 2010
Peter A Goldman, CPA, Esq December 2009 - June 2010
Via One March 2008 - November 2008
Via One January 2008 - March 2008
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Research, Bloomberg Terminal, Bloomberg, Financial Analysis, Finance, Customer Service, Public Speaking, Outlook, Equities, Access, Morningstar, Fixed Income, Management, Accounting, Banking, Social Networking, Social Media, Human Resources, Data Analysis, Analysis, Economics, Financial Modeling, Financial Services, Account Reconciliation
Education
Manhattanville College 2011 — 2012
Masters of Science, Finance
Manhattanville College 2004 — 2010
BA, Finance
Damon Obijiski Damon Obijiski's Morgan Stanley Smith Barney Experience January 2008 - May 2008
Job Team Leader Investor Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley November 2013 - Present
GlobeOp Financial Services July 2009 - November 2013
Morgan Stanley Smith Barney January 2008 - May 2008
Skills
Hedge Funds, Accounting, Data Analysis, Financial Analysis, Databases, Data Entry, Investor Relations, Investor Reporting, Finance, Microsoft Excel, Microsoft Word, Advent, PowerPoint
Education
Manhattanville College 2006 — 2009
Bachelor's degree, Finance, General
Morgan Stanley November 2013 - Present
GlobeOp Financial Services July 2009 - November 2013
Morgan Stanley Smith Barney January 2008 - May 2008
Skills
Hedge Funds, Accounting, Data Analysis, Financial Analysis, Databases, Data Entry, Investor Relations, Investor Reporting, Finance, Microsoft Excel, Microsoft Word, Advent, PowerPoint
Education
Manhattanville College 2006 — 2009
Bachelor's degree, Finance, General
Brigida Loucks's Morgan Stanley Smith Barney Experience November 2011 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2011 - Present
Ferguson Enterprises September 2007 - October 2011
Skills
Series 7, Series 66
Education
Marquette University 2002 — 2006
Bachelor of Business Administration (BBA), Logistics, Materials, and Supply Chain Management
Morgan Stanley Smith Barney November 2011 - Present
Ferguson Enterprises September 2007 - October 2011
Skills
Series 7, Series 66
Education
Marquette University 2002 — 2006
Bachelor of Business Administration (BBA), Logistics, Materials, and Supply Chain Management
Alexander V. Staikos Alexander V. Staikos's Morgan Stanley Smith Barney Experience March 2013 - May 2015
Job Mutual Funds Analyst at Brown Brothers Harriman
Industry Investment Banking
Experience
Brown Brothers Harriman July 2015 - Present
Morgan Stanley Smith Barney March 2013 - May 2015
Needham & Company January 2013 - January 2013
Skills
Management, Bloomberg, Leadership, Microsoft Excel, Equities
Education
Manhattan College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance - Business Management
Pope John XXIII Regional High School 2007 — 2011
Brown Brothers Harriman July 2015 - Present
Morgan Stanley Smith Barney March 2013 - May 2015
Needham & Company January 2013 - January 2013
Skills
Management, Bloomberg, Leadership, Microsoft Excel, Equities
Education
Manhattan College 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance - Business Management
Pope John XXIII Regional High School 2007 — 2011
Bradley Surman Bradley Surman's Morgan Stanley Smith Barney Experience November 2009 - September 2011
Job Financial Consultant
Industry Financial Services
Experience
Fidelity Investments May 2013 - Present
Merrill Lynch September 2011 - April 2013
Morgan Stanley Smith Barney November 2009 - September 2011
Merrill Lynch January 2009 - October 2009
Bank of America February 2003 - October 2009
Skills
Retirement Planning, 401k, Investment Management, Wealth Management, Investment Strategies, Retirement Plan..., Wealth, Uniform Combined State..., Series 7, 401k Rollovers, 529 Plans, Series 63, Investment Advisory, Asset Allocation, IRAs, Wealth Management..., Separately Managed..., Mutual Funds
Education
University of Detroit Mercy 2007 — 2009
Masters, Financial Economics
Walsh College of Accountancy and Business Administration 2004 — 2006
Bachelors, Finance
Macomb Community College 2002 — 2004
Associates, Business Administration
Fidelity Investments May 2013 - Present
Merrill Lynch September 2011 - April 2013
Morgan Stanley Smith Barney November 2009 - September 2011
Merrill Lynch January 2009 - October 2009
Bank of America February 2003 - October 2009
Skills
Retirement Planning, 401k, Investment Management, Wealth Management, Investment Strategies, Retirement Plan..., Wealth, Uniform Combined State..., Series 7, 401k Rollovers, 529 Plans, Series 63, Investment Advisory, Asset Allocation, IRAs, Wealth Management..., Separately Managed..., Mutual Funds
Education
University of Detroit Mercy 2007 — 2009
Masters, Financial Economics
Walsh College of Accountancy and Business Administration 2004 — 2006
Bachelors, Finance
Macomb Community College 2002 — 2004
Associates, Business Administration
Christopher DiYenno Christopher DiYenno's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Manager Liberty Bell Agency
Industry Financial Services
Experience
Bunting Door and Hardware Co., Inc. June 2015 - Present
Alba Law Group December 2014 - June 2015
Liberty Bell Agency September 2013 - October 2014
Beneficial Bank July 2012 - September 2013
Morgan Stanley Smith Barney May 2011 - August 2011
LPL Financial January 2011 - April 2011
Skills
Securities, PowerPoint, Investments, Customer Service, Asset Managment, Microsoft Excel, Microsoft Office, Financial Modeling, Portfolio Management, Management, Banking, Mutual Funds, Financial Analysis, Economics, Finance
Education
Lycoming College 2008 — 2012
Bachelor of the Arts, Business Administration-Finance concentration and a minor Economics
Shawnee High School
Bunting Door and Hardware Co., Inc. June 2015 - Present
Alba Law Group December 2014 - June 2015
Liberty Bell Agency September 2013 - October 2014
Beneficial Bank July 2012 - September 2013
Morgan Stanley Smith Barney May 2011 - August 2011
LPL Financial January 2011 - April 2011
Skills
Securities, PowerPoint, Investments, Customer Service, Asset Managment, Microsoft Excel, Microsoft Office, Financial Modeling, Portfolio Management, Management, Banking, Mutual Funds, Financial Analysis, Economics, Finance
Education
Lycoming College 2008 — 2012
Bachelor of the Arts, Business Administration-Finance concentration and a minor Economics
Shawnee High School
Bernadette Weinlein Bernadette Weinlein's Morgan Stanley Smith Barney Experience April 2004 - Present
Job Executive Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2004 - Present
SMITH BARNEY July 1999 - April 2004
Smith Barney April 1998 - April 2003
Astoria Federal Savings January 1997 - July 1999
Astoria Federal Savings Bank January 1997 - April 1998
Education
Mercy College 1994 — 1997
Mercy College
Associates Degree, Liberal Arts
Morgan Stanley Smith Barney April 2004 - Present
SMITH BARNEY July 1999 - April 2004
Smith Barney April 1998 - April 2003
Astoria Federal Savings January 1997 - July 1999
Astoria Federal Savings Bank January 1997 - April 1998
Education
Mercy College 1994 — 1997
Mercy College
Associates Degree, Liberal Arts
Greg Bonanni Greg Bonanni's Morgan Stanley Smith Barney Experience January 1993 - February 2009
Job Senior Vice President Investments at Bonanni Financial Strategies Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley Smith Barney January 1993 - February 2009
Education
Lynchburg College 1988 — 1992
BA, International Relations & Business
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley Smith Barney January 1993 - February 2009
Education
Lynchburg College 1988 — 1992
BA, International Relations & Business
T. Joseph Russell T. Joseph Russell's Morgan Stanley Smith Barney Experience December 1994 - February 2009
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley Smith Barney December 1994 - February 2009
Xerox Corporation June 1987 - December 1992
Education
Marquette University 1983 — 1987
B.S, Business Administration
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley Smith Barney December 1994 - February 2009
Xerox Corporation June 1987 - December 1992
Education
Marquette University 1983 — 1987
B.S, Business Administration
Sharon Strother Sharon Strother's Morgan Stanley Smith Barney Experience March 2008 - April 2010
Job Retired
Industry Accounting
Experience
AICPA April 2010 - June 2011
Morgan Stanley Smith Barney March 2008 - April 2010
General Board of Pension and Health Benefits 2006 - 2008
United Methodist Foundation, Inc. 1990 - 2006
NC Annual Conference UMC 1990 - 2006
Education
Methodist University 1976 — 1977
BA, Business
Queens University of Charlotte 1973 — 1976
Music
AICPA April 2010 - June 2011
Morgan Stanley Smith Barney March 2008 - April 2010
General Board of Pension and Health Benefits 2006 - 2008
United Methodist Foundation, Inc. 1990 - 2006
NC Annual Conference UMC 1990 - 2006
Education
Methodist University 1976 — 1977
BA, Business
Queens University of Charlotte 1973 — 1976
Music
Dorann Cafaro Dorann Cafaro's Morgan Stanley Smith Barney Experience 1984 - 1994
Job Dorann Cafaro LLC
Industry Financial Services
Experience
Cafaro Greenleaf 2000 - Present
Cafaro Greenleaf 2000 - Present
Bdellium 2012 - Present
Fiduciary Benchmarks, Inc. August 2011 - May 2013
Financial Executives International 2004 - 2011
PaineWebber 1998 - 2000
Prudential Investments 1996 - 1998
Prudential Financial 1994 - 1997
Morgan Stanley Smith Barney 1984 - 1994
Skills
401k, Pensions, Retirement Planning, Defined Benefit, ERISA, Retirement Plan..., Investments, Defined Contribution, Investment Strategies, Series 7, Financial Advisory, Fiduciary, Personal Finance, Financial Services, Bonds, Investment Advisory, Asset Allocation, Finance, Series 63, Wealth Management, Mutual Funds, Securities, Retirement
Education
Marquette University 1964 — 1968
B.S., Mathematics
Kenwood
Cafaro Greenleaf 2000 - Present
Cafaro Greenleaf 2000 - Present
Bdellium 2012 - Present
Fiduciary Benchmarks, Inc. August 2011 - May 2013
Financial Executives International 2004 - 2011
PaineWebber 1998 - 2000
Prudential Investments 1996 - 1998
Prudential Financial 1994 - 1997
Morgan Stanley Smith Barney 1984 - 1994
Skills
401k, Pensions, Retirement Planning, Defined Benefit, ERISA, Retirement Plan..., Investments, Defined Contribution, Investment Strategies, Series 7, Financial Advisory, Fiduciary, Personal Finance, Financial Services, Bonds, Investment Advisory, Asset Allocation, Finance, Series 63, Wealth Management, Mutual Funds, Securities, Retirement
Education
Marquette University 1964 — 1968
B.S., Mathematics
Kenwood
Alessandra Padula's Morgan Stanley Smith Barney Experience April 2010 - June 2014
Job Law Clerk at Littleton Joyce Ughetta Park & Kelly LLP
Industry Law Practice
Experience
Littleton Joyce Ughetta Park & Kelly LLP June 2014 - Present
Morgan Stanley Wealth Management April 2012 - June 2014
Morgan Stanley Smith Barney April 2010 - June 2014
Law Office of Nicholas P. Barone October 2005 - April 2010
Skills
Recruiting, Talent Management, Employee Relations, Human Resources, Performance Management, CRM, Hiring, Management, New Hire Orientations, Onboarding, Personnel Management
Education
New York Law School 2012 — 2016
Manhattanville College 2006 — 2010
BA, Finance
Littleton Joyce Ughetta Park & Kelly LLP June 2014 - Present
Morgan Stanley Wealth Management April 2012 - June 2014
Morgan Stanley Smith Barney April 2010 - June 2014
Law Office of Nicholas P. Barone October 2005 - April 2010
Skills
Recruiting, Talent Management, Employee Relations, Human Resources, Performance Management, CRM, Hiring, Management, New Hire Orientations, Onboarding, Personnel Management
Education
New York Law School 2012 — 2016
Manhattanville College 2006 — 2010
BA, Finance
Josh Dunaway's Morgan Stanley Smith Barney Experience July 2011 - August 2011
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
J.P. Morgan January 2013 - February 2013
BoeFly June 2012 - August 2012
MetLife January 2012 - February 2012
Morgan Stanley Smith Barney July 2011 - August 2011
Education
Massachusetts Institute of Technology 2010 — 2014
Bachelor of Science (BS), Management Science, with a minor in Mathematics
The Seven Hills School
Graduated with Cum Laude Distinction
J.P. Morgan June 2014 - Present
J.P. Morgan June 2013 - August 2013
J.P. Morgan January 2013 - February 2013
BoeFly June 2012 - August 2012
MetLife January 2012 - February 2012
Morgan Stanley Smith Barney July 2011 - August 2011
Education
Massachusetts Institute of Technology 2010 — 2014
Bachelor of Science (BS), Management Science, with a minor in Mathematics
The Seven Hills School
Graduated with Cum Laude Distinction
Corey Kosch's Morgan Stanley Smith Barney Experience October 2009 - June 2011
Job Managing Partner at Entrist Financial
Industry Investment Management
Experience
Entrist Financial December 2013 - Present
BNY Mellon April 2013 - December 2013
BNY Mellon June 2011 - April 2013
Morgan Stanley Smith Barney October 2009 - June 2011
Skills
Derivatives, Wealth Management, Asset Management, Bloomberg, Trading, Securities, Investment Management, Strategic Financial..., Equities, Fixed Income, Capital Markets, Financial Services, Settlement, MBS, Asset Managment, Financial Planners, Separately Managed..., Retirement Planning, Series 7, Mutual Funds, Bonds
Education
Ramapo College of New Jersey
B.S. Business Administration, Finance
Macquarie University
Finance and Accounting
DePaul
High School
Entrist Financial December 2013 - Present
BNY Mellon April 2013 - December 2013
BNY Mellon June 2011 - April 2013
Morgan Stanley Smith Barney October 2009 - June 2011
Skills
Derivatives, Wealth Management, Asset Management, Bloomberg, Trading, Securities, Investment Management, Strategic Financial..., Equities, Fixed Income, Capital Markets, Financial Services, Settlement, MBS, Asset Managment, Financial Planners, Separately Managed..., Retirement Planning, Series 7, Mutual Funds, Bonds
Education
Ramapo College of New Jersey
B.S. Business Administration, Finance
Macquarie University
Finance and Accounting
DePaul
High School
Nichole Moles Nichole Moles's Morgan Stanley Smith Barney Experience May 2004 - Present
Job Registered Marketing Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2004 - Present
Education
Mansfield University of Pennsylvania 1997 — 1999
Bachelor of Science, Mass Communication
SUNY Cortland 1995 — 1996
Morgan Stanley Smith Barney May 2004 - Present
Education
Mansfield University of Pennsylvania 1997 — 1999
Bachelor of Science, Mass Communication
SUNY Cortland 1995 — 1996
Matthew Baney Matthew Baney's Morgan Stanley Smith Barney Experience June 2010 - July 2010
Job GPS Fleet Consultant at Vehicle Tracking Solutions
Industry Financial Services
Experience
Enterprise Holdings September 2014 - Present
Vehicle Tracking Solutions October 2013 - January 2014
Ricoh Americas Corporation July 2012 - October 2013
Northwestern Mutual October 2011 - July 2012
Allianz Global Investors June 2010 - August 2010
Morgan Stanley Smith Barney June 2010 - July 2010
UBS January 2010 - June 2010
Skills
Financial Planning, Insurance, Wealth Management, Finance, Fixed Income, Asset Managment, Asset Allocation, Financial Modeling, Financial Analysis, Corporate Finance, Management, Portfolio Management, Strategic Financial..., Sales, Tax, Due Diligence
Education
Manhattan College 2007 — 2011
Bachelor of Science, Finance
Enterprise Holdings September 2014 - Present
Vehicle Tracking Solutions October 2013 - January 2014
Ricoh Americas Corporation July 2012 - October 2013
Northwestern Mutual October 2011 - July 2012
Allianz Global Investors June 2010 - August 2010
Morgan Stanley Smith Barney June 2010 - July 2010
UBS January 2010 - June 2010
Skills
Financial Planning, Insurance, Wealth Management, Finance, Fixed Income, Asset Managment, Asset Allocation, Financial Modeling, Financial Analysis, Corporate Finance, Management, Portfolio Management, Strategic Financial..., Sales, Tax, Due Diligence
Education
Manhattan College 2007 — 2011
Bachelor of Science, Finance
Diana Skibitsky Diana Skibitsky's Morgan Stanley Smith Barney Experience September 2011 - Present
Job Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2011 - Present
Morgan Stanley Smith Barney March 2011 - November 2011
Bloom-Fox Restaurant Concepts July 2010 - February 2011
Elizabeth Dolan September 2007 - August 2008
Education
Metropolitan State College of Denver
Finance
Morgan Stanley Smith Barney September 2011 - Present
Morgan Stanley Smith Barney March 2011 - November 2011
Bloom-Fox Restaurant Concepts July 2010 - February 2011
Elizabeth Dolan September 2007 - August 2008
Education
Metropolitan State College of Denver
Finance
Christopher Cowart, CFP®, CRPC® Christopher Cowart, CFP®, CRPC®'s Morgan Stanley Smith Barney Experience January 2010 - September 2012
Job Vice President/ Premier Banker II at SunTrust Bank
Industry Banking
Experience
SunTrust Bank August 2013 - Present
VALIC August 2012 - August 2013
Morgan Stanley Smith Barney January 2010 - September 2012
Bank of America Merrill Lynch September 2003 - January 2009
Bank of America August 2001 - September 2003
Skills
Strategic Financial..., Financial Services, Finance, Financial Advisory, Banking, Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Financial Analysis, Asset Allocation, Financial Planning, Investment Strategies, Alternative Investments, Insurance, Retirement, Asset Management, CRM, IRAs, Uniform Combined State..., Estate Planning, Risk Management, Credit, Retirement Income..., Long Term Care, Insurance Planning, Mortgage, Disability Insurance, Cash Management, Loans, 401k, Customer Service, Wealth Management..., Relationship Management, Financial Planners, Mortgage Lending, Series 65
Education
Mercer University - Stetson School of Business and Economics 2001 — 2003
MBA, Business and Economics
The University of Georgia 1991 — 1996
BS, Agricultural and Resource Economics
Oglethorpe University 2006 — 2007
Certification, CFP
SunTrust Bank August 2013 - Present
VALIC August 2012 - August 2013
Morgan Stanley Smith Barney January 2010 - September 2012
Bank of America Merrill Lynch September 2003 - January 2009
Bank of America August 2001 - September 2003
Skills
Strategic Financial..., Financial Services, Finance, Financial Advisory, Banking, Wealth Management, Retirement Planning, Portfolio Management, Investment Advisory, Financial Analysis, Asset Allocation, Financial Planning, Investment Strategies, Alternative Investments, Insurance, Retirement, Asset Management, CRM, IRAs, Uniform Combined State..., Estate Planning, Risk Management, Credit, Retirement Income..., Long Term Care, Insurance Planning, Mortgage, Disability Insurance, Cash Management, Loans, 401k, Customer Service, Wealth Management..., Relationship Management, Financial Planners, Mortgage Lending, Series 65
Education
Mercer University - Stetson School of Business and Economics 2001 — 2003
MBA, Business and Economics
The University of Georgia 1991 — 1996
BS, Agricultural and Resource Economics
Oglethorpe University 2006 — 2007
Certification, CFP
Steven Kasselman Steven Kasselman's Morgan Stanley Smith Barney Experience June 2009 - September 2009
Job Solar Energy Integrator, Electrical Contractor
Industry Construction
Experience
Kasselman Solar February 2014 - Present
Kasselman Electric Co., Inc. September 2013 - Present
Kasselman Electric Co., Inc. July 2009 - August 2013
Morgan Stanley Smith Barney June 2009 - September 2009
Skills
Project Planning, Business Development, Team Leadership, Electrical Estimating, Electrical Design, Electrical Contracting, Electrical Safety, Electrical Industry, Electrical Equipment, Electronics, Electricity, Lighting Design, Lighting Control, LED lighting systems, Stage Lighting, Landscape Lighting, Energy Efficiency, Emergency Generators, Fire Alarm, Low Voltage, High Voltage, Power Distribution, Power Utilities, Electrical Controls..., Construction Management, Contract Management, Contract Negotiation, Procurement, Subcontracting, Value Engineering, Solar Energy, Solar PV, Change Orders, Green Building, Construction, Contractors, Subcontracts Management, Power Generation, Blueprint Reading, RFI, Cost Management, Budgets, Design-Build, Project Bidding, Estimates, Project Estimation, Energy Audits, Energy Management, Pre-construction, Project Management
Education
Siena College 2008 — 2010
Bachelor's Degree, Political Science
Lynn University 2005 — 2007
Business
Hudson Valley Community College
Electrical Construction and Maintenance
Kasselman Solar February 2014 - Present
Kasselman Electric Co., Inc. September 2013 - Present
Kasselman Electric Co., Inc. July 2009 - August 2013
Morgan Stanley Smith Barney June 2009 - September 2009
Skills
Project Planning, Business Development, Team Leadership, Electrical Estimating, Electrical Design, Electrical Contracting, Electrical Safety, Electrical Industry, Electrical Equipment, Electronics, Electricity, Lighting Design, Lighting Control, LED lighting systems, Stage Lighting, Landscape Lighting, Energy Efficiency, Emergency Generators, Fire Alarm, Low Voltage, High Voltage, Power Distribution, Power Utilities, Electrical Controls..., Construction Management, Contract Management, Contract Negotiation, Procurement, Subcontracting, Value Engineering, Solar Energy, Solar PV, Change Orders, Green Building, Construction, Contractors, Subcontracts Management, Power Generation, Blueprint Reading, RFI, Cost Management, Budgets, Design-Build, Project Bidding, Estimates, Project Estimation, Energy Audits, Energy Management, Pre-construction, Project Management
Education
Siena College 2008 — 2010
Bachelor's Degree, Political Science
Lynn University 2005 — 2007
Business
Hudson Valley Community College
Electrical Construction and Maintenance
Pietro Pasqualino Pietro Pasqualino's Morgan Stanley Smith Barney Experience January 2006 - May 2006
Job Manager Strategy, Planning & Operations at Cisco Systems
Industry Information Technology and Services
Experience
Cisco Systems August 2013 - Present
Cisco Systems October 2010 - July 2013
Cisco Systems October 2008 - October 2010
Cisco Systems May 2007 - October 2008
De Lage Landen December 2006 - April 2007
Morgan Stanley Smith Barney January 2006 - May 2006
Skills
Financial Analysis, Analysis, Business Analysis, Business Strategy, Cross-functional Team..., Essbase, Finance, Financial Modeling, Financial Reporting, Forecasting, Go-to-market Strategy, Leadership, Management, Process Improvement, Sales, Solution Selling, Strategic Partnerships, Strategic Planning, Strategy
Education
Manhattanville College 2002 — 2006
Bachelor's degree, Finance
Cisco Systems August 2013 - Present
Cisco Systems October 2010 - July 2013
Cisco Systems October 2008 - October 2010
Cisco Systems May 2007 - October 2008
De Lage Landen December 2006 - April 2007
Morgan Stanley Smith Barney January 2006 - May 2006
Skills
Financial Analysis, Analysis, Business Analysis, Business Strategy, Cross-functional Team..., Essbase, Finance, Financial Modeling, Financial Reporting, Forecasting, Go-to-market Strategy, Leadership, Management, Process Improvement, Sales, Solution Selling, Strategic Partnerships, Strategic Planning, Strategy
Education
Manhattanville College 2002 — 2006
Bachelor's degree, Finance
Jonda Lowe Jonda Lowe's Morgan Stanley Smith Barney Experience July 1993 - October 1998
Job Author, President/CEO at JondaKnows, Inc
Industry Financial Services
Experience
JondaKnows, Inc August 2014 - Present
Rasberry Producer Group July 2011 - Present
JW Cole Financial, Inc. June 2010 - May 2011
ING Financial Partners, Inc June 2008 - May 2010
Lowe & Lowe Wealth Management, Inc October 2005 - June 2008
JB Hanauer & Co April 2004 - October 2005
Edward Jones October 1998 - February 2004
Morgan Stanley Smith Barney July 1993 - October 1998
United Bankshares, Inc February 1987 - July 1993
Skills
Portfolio Management, Asset Protection, Insurance Planning, Retirement Planning, Risk Management, Annuities, Fixed Annuities, Financial Planners, Retirement, Life Insurance, Insurance, IRAs, Wealth, Investments, Series 7, Financial Advisory, Estate Planning, Employee Benefits, 401k, Disability Insurance, Strategic Financial..., Financial Services, Term Life Insurance, Wealth Management, Securities, Long-term Care, Investment Advisory, Mutual Funds, Bonds, Investment Strategies, Asset Allocation, Financial Risk, Series 63, Fixed Income, Pensions, Financial Planning, Finance, Sales, Strategic Planning
Education
Marshall University 1984 — 1989
Bachelor of Science, Physics
Huntington East High School 1980 — 1984
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
JondaKnows, Inc August 2014 - Present
Rasberry Producer Group July 2011 - Present
JW Cole Financial, Inc. June 2010 - May 2011
ING Financial Partners, Inc June 2008 - May 2010
Lowe & Lowe Wealth Management, Inc October 2005 - June 2008
JB Hanauer & Co April 2004 - October 2005
Edward Jones October 1998 - February 2004
Morgan Stanley Smith Barney July 1993 - October 1998
United Bankshares, Inc February 1987 - July 1993
Skills
Portfolio Management, Asset Protection, Insurance Planning, Retirement Planning, Risk Management, Annuities, Fixed Annuities, Financial Planners, Retirement, Life Insurance, Insurance, IRAs, Wealth, Investments, Series 7, Financial Advisory, Estate Planning, Employee Benefits, 401k, Disability Insurance, Strategic Financial..., Financial Services, Term Life Insurance, Wealth Management, Securities, Long-term Care, Investment Advisory, Mutual Funds, Bonds, Investment Strategies, Asset Allocation, Financial Risk, Series 63, Fixed Income, Pensions, Financial Planning, Finance, Sales, Strategic Planning
Education
Marshall University 1984 — 1989
Bachelor of Science, Physics
Huntington East High School 1980 — 1984
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Erica Garcia Erica Garcia's Morgan Stanley Smith Barney Experience November 2009 - Present
Job Vice President, Senior Investigator Special Investigations Unit at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2009 - Present
Nueva Alma Yoga and Wellness studio 2010 - Present
Y.O.G.A. for Youth July 2010 - May 2012
Morgan Stanley Smith Barney 2002 - 2009
Skills
Series 7, Compliance, Fraud, Securities, Asset Protection, Surveillance, Investigation, Series 63, Series 8, Series 62, Branch Inspections, FINRA, Yoga, Holistic Life Coaching, Workshop Facilitation, Community Outreach, Iyengar Yoga, Hatha Yoga, Vinyasa, Restorative Yoga, Chair Yoga, Couples Yoga, Pranayama, Global Volunteerism, Health Coaching, Yoga for Youth, Yoga for Incarcerated..., Wellness Coaching, Government, Policy, AML, Fundraising, Nonprofits, Risk Management, Financial Services, Small Business, Conflict Resolution, Securities Regulation, Equities, Legal Compliance, Asset Management, Mutual Funds, Management, Public Speaking, Strategic Planning, Event Planning
Education
YogaWorks Teacher Training 2011 — 2011
200 hr, Yoga Teacher Training
Metropolitan College of New York 2001 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
St. Helena
Morgan Stanley Smith Barney November 2009 - Present
Nueva Alma Yoga and Wellness studio 2010 - Present
Y.O.G.A. for Youth July 2010 - May 2012
Morgan Stanley Smith Barney 2002 - 2009
Skills
Series 7, Compliance, Fraud, Securities, Asset Protection, Surveillance, Investigation, Series 63, Series 8, Series 62, Branch Inspections, FINRA, Yoga, Holistic Life Coaching, Workshop Facilitation, Community Outreach, Iyengar Yoga, Hatha Yoga, Vinyasa, Restorative Yoga, Chair Yoga, Couples Yoga, Pranayama, Global Volunteerism, Health Coaching, Yoga for Youth, Yoga for Incarcerated..., Wellness Coaching, Government, Policy, AML, Fundraising, Nonprofits, Risk Management, Financial Services, Small Business, Conflict Resolution, Securities Regulation, Equities, Legal Compliance, Asset Management, Mutual Funds, Management, Public Speaking, Strategic Planning, Event Planning
Education
YogaWorks Teacher Training 2011 — 2011
200 hr, Yoga Teacher Training
Metropolitan College of New York 2001 — 2003
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
St. Helena
Joshua G. Herschberg's Morgan Stanley Smith Barney Experience August 2010 - July 2012
Job Director of Acquisitions at F.I.A. Capital Partners, LLC
Industry Banking
Experience
F.I.A. Capital Partners, LLC February 2015 - Present
HSBC Bank USA December 2012 - January 2015
Morgan Stanley Smith Barney August 2010 - July 2012
Merrill Lynch March 2007 - July 2010
HSBC October 1997 - February 2007
Republic Financial Services NY 1997 - 2000
Legal Aid Society 1989 - 1997
Skills
Wealth Management, Financial Structuring, Portfolio Management, Investments, Estate Planning, Retirement Planning, Banking, Equities, Credit, Asset Managment, Finance, Strategic Financial..., Series 7, Mortgage Lending, Securities, Mutual Funds, Investment Advisory, Series 63, Financial Planners, Financial Markets, Asset Management, Insurance, Retirement, Mergers & Acquisitions, Small Business, Management, Wealth Management..., Alternative Investments, High Net Worth..., Financial Advisory, Financial Services, Loans, Fixed Income, Fixed Annuities, Zabbix, Asset Allocation, Financial Planning, Strategic Planning, Public Speaking, Leadership, Financial Analysis, Customer Service, Risk Management, Marketing, Due Diligence, Sales, Financial Modeling, Microsoft Office, Negotiation, Marketing Strategy
Education
Maurice A. Deane School of Law at Hofstra University 1985 — 1988
JD, Law
Queens College 1980 — 1984
BA, Psychology
Yeshivat Shaalvim 1980 — 1981
Jewish law
Yeshiva of Far Rockaway 1976 — 1979
HS, HS Diploma
F.I.A. Capital Partners, LLC February 2015 - Present
HSBC Bank USA December 2012 - January 2015
Morgan Stanley Smith Barney August 2010 - July 2012
Merrill Lynch March 2007 - July 2010
HSBC October 1997 - February 2007
Republic Financial Services NY 1997 - 2000
Legal Aid Society 1989 - 1997
Skills
Wealth Management, Financial Structuring, Portfolio Management, Investments, Estate Planning, Retirement Planning, Banking, Equities, Credit, Asset Managment, Finance, Strategic Financial..., Series 7, Mortgage Lending, Securities, Mutual Funds, Investment Advisory, Series 63, Financial Planners, Financial Markets, Asset Management, Insurance, Retirement, Mergers & Acquisitions, Small Business, Management, Wealth Management..., Alternative Investments, High Net Worth..., Financial Advisory, Financial Services, Loans, Fixed Income, Fixed Annuities, Zabbix, Asset Allocation, Financial Planning, Strategic Planning, Public Speaking, Leadership, Financial Analysis, Customer Service, Risk Management, Marketing, Due Diligence, Sales, Financial Modeling, Microsoft Office, Negotiation, Marketing Strategy
Education
Maurice A. Deane School of Law at Hofstra University 1985 — 1988
JD, Law
Queens College 1980 — 1984
BA, Psychology
Yeshivat Shaalvim 1980 — 1981
Jewish law
Yeshiva of Far Rockaway 1976 — 1979
HS, HS Diploma
Richard D'Imperio Richard D'Imperio's Morgan Stanley Smith Barney Experience July 2011 - July 2015
Job Finance Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management July 2015 - Present
Morgan Stanley Smith Barney July 2011 - July 2015
Clark Dodge Asset Management January 2011 - June 2011
First Midwest Securities, Inc September 2009 - August 2010
Skills
Microsoft Word, Financial Analysis, PowerPoint, Cold Calling, Microsoft Excel, Analysis, Management, Access, Finance, Investments, Leadership, Due Diligence, Financial Modeling, Human Resources, Equities
Education
Manhattanville College 2007 — 2011
BA, Business Management
Archbishop Stepinac High School 2003 — 2007
Morgan Stanley Wealth Management July 2015 - Present
Morgan Stanley Smith Barney July 2011 - July 2015
Clark Dodge Asset Management January 2011 - June 2011
First Midwest Securities, Inc September 2009 - August 2010
Skills
Microsoft Word, Financial Analysis, PowerPoint, Cold Calling, Microsoft Excel, Analysis, Management, Access, Finance, Investments, Leadership, Due Diligence, Financial Modeling, Human Resources, Equities
Education
Manhattanville College 2007 — 2011
BA, Business Management
Archbishop Stepinac High School 2003 — 2007
Diane Driscoll's Morgan Stanley Smith Barney Experience May 1993 - February 2009
Job Vice PresidentInvestments at WELLS FARGO ADVISORS, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley Smith Barney May 1993 - February 2009
Merrill Lynch January 1982 - May 1993
First National Bank of Chicago September 1975 - January 1982
Education
Manhattanville College 1969 — 1973
B.A., Art History
Academy of the Sacred Heart Cincinnati, Ohio 1965 — 1969
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley Smith Barney May 1993 - February 2009
Merrill Lynch January 1982 - May 1993
First National Bank of Chicago September 1975 - January 1982
Education
Manhattanville College 1969 — 1973
B.A., Art History
Academy of the Sacred Heart Cincinnati, Ohio 1965 — 1969
Dheepak Chandramouli, MBA. Dheepak Chandramouli, MBA.'s Morgan Stanley Smith Barney Experience August 2008 - December 2008
Job Category Specialist at NBTY
Industry Market Research
Experience
NBTY January 2015 - Present
Maypro Industries January 2009 - December 2014
Morgan Stanley Smith Barney August 2008 - December 2008
Maypro Industires January 2008 - April 2008
Manhattanville College August 2005 - February 2008
Manhattanville College Office of Admissions August 2005 - January 2008
Kaltimex Energi July 2007 - August 2007
Skills
Purchasing, Market Research, Marketing, Sales, Microsoft Excel, Negotiation, PowerPoint, Competitive Analysis, Product Development, Leadership, Supplier Negotiation, Analysis, International Business, Pricing, Marketing Strategy, Mas 90, International Trade, International Sales, Supplier Negotiations, Open Minded, Database Admin, Access, Project Planning, English, Finance, Database Management, Multicultural, IBM AS/400, Oracle E-Business Suite, Management
Education
Pace University - Lubin School of Business 2011 — 2013
Master of Business Administration (M.B.A.), International Business
Manhattanville College 2005 — 2009
Bachelor of Arts, Major: Marketing. Minors: Communication and World Religion
JAKARTA INTERNATIONAL SCHOOL 1996 — 2005
HIGH SCHOOL, INTERNATIONAL BACCALAUREATE DIPLOMA
NBTY January 2015 - Present
Maypro Industries January 2009 - December 2014
Morgan Stanley Smith Barney August 2008 - December 2008
Maypro Industires January 2008 - April 2008
Manhattanville College August 2005 - February 2008
Manhattanville College Office of Admissions August 2005 - January 2008
Kaltimex Energi July 2007 - August 2007
Skills
Purchasing, Market Research, Marketing, Sales, Microsoft Excel, Negotiation, PowerPoint, Competitive Analysis, Product Development, Leadership, Supplier Negotiation, Analysis, International Business, Pricing, Marketing Strategy, Mas 90, International Trade, International Sales, Supplier Negotiations, Open Minded, Database Admin, Access, Project Planning, English, Finance, Database Management, Multicultural, IBM AS/400, Oracle E-Business Suite, Management
Education
Pace University - Lubin School of Business 2011 — 2013
Master of Business Administration (M.B.A.), International Business
Manhattanville College 2005 — 2009
Bachelor of Arts, Major: Marketing. Minors: Communication and World Religion
JAKARTA INTERNATIONAL SCHOOL 1996 — 2005
HIGH SCHOOL, INTERNATIONAL BACCALAUREATE DIPLOMA
Tsebaot 'Titi' Tamene Tsebaot 'Titi' Tamene's Morgan Stanley Smith Barney Experience September 2009 - May 2010
Job Digital Media Analyst, SSCG Media at The CDM Group
Industry Marketing and Advertising
Experience
SSCG Media at the CDM Group June 2014 - Present
MEC July 2012 - June 2014
Temple University Library September 2010 - June 2011
Temple University Finance Department September 2010 - May 2011
Morgan Stanley Smith Barney September 2009 - May 2010
US Fund for Unicef September 2007 - May 2010
Skills
Quantitative Analytics, Bloomberg Terminal, PowerPoint, Research, Economics, Data Analysis, Microsoft Excel, Social Media, Double Click Campaign..., Presentation Skills, Digital Media Analytics, Attribution Modeling, Retargeting
Education
Temple University - Fox School of Business and Management 2010 — 2011
MS
Manhattanville College 2007 — 2010
Bachelors
SSCG Media at the CDM Group June 2014 - Present
MEC July 2012 - June 2014
Temple University Library September 2010 - June 2011
Temple University Finance Department September 2010 - May 2011
Morgan Stanley Smith Barney September 2009 - May 2010
US Fund for Unicef September 2007 - May 2010
Skills
Quantitative Analytics, Bloomberg Terminal, PowerPoint, Research, Economics, Data Analysis, Microsoft Excel, Social Media, Double Click Campaign..., Presentation Skills, Digital Media Analytics, Attribution Modeling, Retargeting
Education
Temple University - Fox School of Business and Management 2010 — 2011
MS
Manhattanville College 2007 — 2010
Bachelors
Joshua Rudy Joshua Rudy's Morgan Stanley Smith Barney Experience May 2009 - September 2009
Job Founder and Marketing Director
Industry Wine and Spirits
Experience
Edward S. Curtis Galley September 2013 - Present
Santera Tequila Co May 2012 - Present
Limitless Ventures Group October 2011 - Present
Limitless Ventures Group March 2011 - Present
Santera Tequila Co. 2011 - 2014
Santera Tequila Co. 2011 - 2014
Magave Tequila Inc. July 2008 - May 2011
Morgan Stanley Smith Barney May 2009 - September 2009
Skills
Marketing, Financial Planning, Administration, Entrepreneur, Equities, Fixed Income, Venture Capital, Asset Management, Marketing Strategy, Spirits, General Administration, Brand Management, Entrepreneurship, Investments, Market Research, Strategic Financial..., Event Planning, Management
Education
NYU Stern School of Business 2007 — 2009
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Marymount Manhattan College 2004 — 2009
Bachelors in Finance, Administrative Managament
Edward S. Curtis Galley September 2013 - Present
Santera Tequila Co May 2012 - Present
Limitless Ventures Group October 2011 - Present
Limitless Ventures Group March 2011 - Present
Santera Tequila Co. 2011 - 2014
Santera Tequila Co. 2011 - 2014
Magave Tequila Inc. July 2008 - May 2011
Morgan Stanley Smith Barney May 2009 - September 2009
Skills
Marketing, Financial Planning, Administration, Entrepreneur, Equities, Fixed Income, Venture Capital, Asset Management, Marketing Strategy, Spirits, General Administration, Brand Management, Entrepreneurship, Investments, Market Research, Strategic Financial..., Event Planning, Management
Education
NYU Stern School of Business 2007 — 2009
Bachelor of Business Administration (B.B.A.), Banking, Corporate, Finance, and Securities Law
Marymount Manhattan College 2004 — 2009
Bachelors in Finance, Administrative Managament
Lauren Grieco Lauren Grieco's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Technology Business Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Smith Barney June 2012 - August 2012
Brown Brothers Harriman June 2011 - December 2011
Education
Massachusetts Institute of Technology 2009 — 2013
Bachelor of Science (B.S.), Mathematics
Staten Island Technical High School 2005 — 2009
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Smith Barney June 2012 - August 2012
Brown Brothers Harriman June 2011 - December 2011
Education
Massachusetts Institute of Technology 2009 — 2013
Bachelor of Science (B.S.), Mathematics
Staten Island Technical High School 2005 — 2009
Robin Lawson's Morgan Stanley Smith Barney Experience March 2008 - February 2009
Job Founder and CEO at Epigenetic Yoga Therapy
Industry Health, Wellness and Fitness
Experience
Epigenetic Yoga Therapy September 2015 - Present
Market Strategy and Business Development Consultant January 2010 - Present
Apex Lighting Solutions March 2009 - June 2010
Morgan Stanley Smith Barney March 2008 - February 2009
Swaney Lighting Associates April 1999 - June 2007
Office Environments 1994 - 1998
Skills
Fiber Arts, Apparel Design and..., Strategic Partnerships, Merchandising, Textiles, Conflict Resolution, Product Development, Fashion, Marketing, Public Relations, Strategic Planning, Social Networking, Retail, Marketing Strategy, Management, Business Strategy, Sales, Event Management, Business Development, Nonprofits, Fashion Design, Online Marketing, Project Management, Business Planning, Negotiation, Leadership, New Business Development, Sales Operations, Training, Advertising, Account Management, Start-ups, Management Consulting, Entrepreneurship, Social Media Marketing, Team Building
Education
Maryland University of Integrative Health 2015 — 2017
Masters of Science in Yoga Therapy, Yoga Therapy
Saint Michael's College 2010 — 2012
Masters Studies: Theology and Theodicy, Applications for Spirituality in Health Care, Spirituality in the 21st Century
University of Vermont 1981 — 1990
Bachelor of Science, Agricultural and Resource Economics, Business Management, Textile Design, Science, & Manufacture
Epigenetic Yoga Therapy September 2015 - Present
Market Strategy and Business Development Consultant January 2010 - Present
Apex Lighting Solutions March 2009 - June 2010
Morgan Stanley Smith Barney March 2008 - February 2009
Swaney Lighting Associates April 1999 - June 2007
Office Environments 1994 - 1998
Skills
Fiber Arts, Apparel Design and..., Strategic Partnerships, Merchandising, Textiles, Conflict Resolution, Product Development, Fashion, Marketing, Public Relations, Strategic Planning, Social Networking, Retail, Marketing Strategy, Management, Business Strategy, Sales, Event Management, Business Development, Nonprofits, Fashion Design, Online Marketing, Project Management, Business Planning, Negotiation, Leadership, New Business Development, Sales Operations, Training, Advertising, Account Management, Start-ups, Management Consulting, Entrepreneurship, Social Media Marketing, Team Building
Education
Maryland University of Integrative Health 2015 — 2017
Masters of Science in Yoga Therapy, Yoga Therapy
Saint Michael's College 2010 — 2012
Masters Studies: Theology and Theodicy, Applications for Spirituality in Health Care, Spirituality in the 21st Century
University of Vermont 1981 — 1990
Bachelor of Science, Agricultural and Resource Economics, Business Management, Textile Design, Science, & Manufacture
Janic Hoyuela's Morgan Stanley Smith Barney Experience June 2007 - March 2012
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones February 2013 - Present
Capital One March 2012 - December 2012
Morgan Stanley Smith Barney June 2007 - March 2012
Skills
Asset Allocation, Finance, Financial Analysis, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 63, Series 7, Strategic Financial..., Wealth Management, Strategic Planning, Investment Strategies, Securities, Financial Services, Financial Advisory
Education
Loyola University New Orleans 2001 — 2005
Bachelor of Business Administration (BBA), Finance and International Business
Edward Jones February 2013 - Present
Capital One March 2012 - December 2012
Morgan Stanley Smith Barney June 2007 - March 2012
Skills
Asset Allocation, Finance, Financial Analysis, Investments, Mutual Funds, Portfolio Management, Retirement Planning, Series 63, Series 7, Strategic Financial..., Wealth Management, Strategic Planning, Investment Strategies, Securities, Financial Services, Financial Advisory
Education
Loyola University New Orleans 2001 — 2005
Bachelor of Business Administration (BBA), Finance and International Business
Brendan Summary Brendan Summary's Morgan Stanley Smith Barney Experience April 2006 - August 2006
Job Compliance IT Services Manager at Scottrade
Industry Financial Services
Experience
Scottrade October 2014 - Present
Scottrade November 2012 - October 2014
Scottrade May 2012 - November 2012
Scottrade January 2008 - May 2012
Scottrade April 2009 - May 2010
Scottrade August 2008 - April 2009
Scottrade January 2008 - August 2008
Morgan Stanley Smith Barney April 2006 - August 2006
Skills
Knowledge of data..., Time Management, Ability to recognize..., Investments, Training, Access, Microsoft Excel, Sales, FINRA, PowerPoint, Process Improvement, Strategic Planning, Accounting, Banking, Project Management, Public Speaking
Education
University of Saint Louis Missouri 2006 — 2008
MBA, Finance and Management
McKendree College 2002 — 2006
Bachelor's Degree, Finance and Economics
Scottrade October 2014 - Present
Scottrade November 2012 - October 2014
Scottrade May 2012 - November 2012
Scottrade January 2008 - May 2012
Scottrade April 2009 - May 2010
Scottrade August 2008 - April 2009
Scottrade January 2008 - August 2008
Morgan Stanley Smith Barney April 2006 - August 2006
Skills
Knowledge of data..., Time Management, Ability to recognize..., Investments, Training, Access, Microsoft Excel, Sales, FINRA, PowerPoint, Process Improvement, Strategic Planning, Accounting, Banking, Project Management, Public Speaking
Education
University of Saint Louis Missouri 2006 — 2008
MBA, Finance and Management
McKendree College 2002 — 2006
Bachelor's Degree, Finance and Economics
Jeffrey Huber Jeffrey Huber's Morgan Stanley Smith Barney Experience February 2012 - May 2012
Job Financial Analyst, US Services at Schneider Electric
Industry Financial Services
Experience
Schneider Electric August 2014 - Present
Sirrus, Inc. May 2013 - August 2014
Sirrus, Inc. (Formerly Bioformix, Inc.) October 2012 - May 2013
D'artagnan Capital Fund September 2012 - May 2013
Cincinnati Financial Corporation May 2012 - August 2012
Morgan Stanley Smith Barney February 2012 - May 2012
Home City Ice Company May 2010 - May 2012
Xavier University 2009 - 2010
Skills
Financial Modeling, Analysis, Microsoft Office, Valuation, Leadership, Corporate Finance, Investments, Time Management, Bloomberg, Research, Strategy, Strategic Thinking, SAP Business ByDesign, SAP Implementation, Finance, Microsoft Excel, Cost Accounting, PowerPoint, Microsoft Word, Data Analysis
Education
Xavier University 2009 — 2013
BSBA, Finance
Universiteit Maastricht / Maastricht University 2011 — 2011
Intercultural Communications/International Economics
Saint Xavier High School 2005 — 2009
Schneider Electric August 2014 - Present
Sirrus, Inc. May 2013 - August 2014
Sirrus, Inc. (Formerly Bioformix, Inc.) October 2012 - May 2013
D'artagnan Capital Fund September 2012 - May 2013
Cincinnati Financial Corporation May 2012 - August 2012
Morgan Stanley Smith Barney February 2012 - May 2012
Home City Ice Company May 2010 - May 2012
Xavier University 2009 - 2010
Skills
Financial Modeling, Analysis, Microsoft Office, Valuation, Leadership, Corporate Finance, Investments, Time Management, Bloomberg, Research, Strategy, Strategic Thinking, SAP Business ByDesign, SAP Implementation, Finance, Microsoft Excel, Cost Accounting, PowerPoint, Microsoft Word, Data Analysis
Education
Xavier University 2009 — 2013
BSBA, Finance
Universiteit Maastricht / Maastricht University 2011 — 2011
Intercultural Communications/International Economics
Saint Xavier High School 2005 — 2009
Jessica Del Vecchio's Morgan Stanley Smith Barney Experience October 1998 - January 2007
Job Economic Development Manager at the City of Boca Raton
Industry Financial Services
Experience
City of Boca Raton April 2015 - Present
Haar Capital Management February 2008 - April 2015
Morgan Stanley Smith Barney October 1998 - January 2007
Skills
Economic Development, Business Development, Directors of Operations, FINRA, MBA, Hedge Funds, Equities, Investments, Portfolio Management, Series 7, Series 3, Commodity, Options, Asset Management, Trading, Series 63, Securities, Series 65, Asset Managment, Investment Advisory, Fixed Annuities, Finance, Electronic Trading, Fixed Income, CTA, Asset Allocation, Trading Systems, Bonds, Equity Trading, Bloomberg, Investment Strategies, Capital Markets, Risk Management, Derivatives, Financial Markets, FX Options, Investment Management, Foreign Exchange, Equity Derivatives, Florida Life, Health...
Education
Lynn University
BSBA, Business Management
Lynn University - College of Business and Management
MBA, Finance
City of Boca Raton April 2015 - Present
Haar Capital Management February 2008 - April 2015
Morgan Stanley Smith Barney October 1998 - January 2007
Skills
Economic Development, Business Development, Directors of Operations, FINRA, MBA, Hedge Funds, Equities, Investments, Portfolio Management, Series 7, Series 3, Commodity, Options, Asset Management, Trading, Series 63, Securities, Series 65, Asset Managment, Investment Advisory, Fixed Annuities, Finance, Electronic Trading, Fixed Income, CTA, Asset Allocation, Trading Systems, Bonds, Equity Trading, Bloomberg, Investment Strategies, Capital Markets, Risk Management, Derivatives, Financial Markets, FX Options, Investment Management, Foreign Exchange, Equity Derivatives, Florida Life, Health...
Education
Lynn University
BSBA, Business Management
Lynn University - College of Business and Management
MBA, Finance
Mitchell Fine Mitchell Fine's Morgan Stanley Smith Barney Experience November 1983 - April 2009
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2009 - Present
Morgan Stanley Smith Barney November 1983 - April 2009
Skills
401k Rollovers, Asset Allocation, Wealth Management, Fixed Income Strategies, Retirement Planning, Financial Advisory, Securities, Investment Planning, Investment Strategies, Investments, Retirement, Retirement Savings, Strategic Planning, Wealth Preservation...
Education
Massachusetts Institute of Technology 1971 — 1974
BS, Philosophy
Wells Fargo Advisors 2009 - Present
Morgan Stanley Smith Barney November 1983 - April 2009
Skills
401k Rollovers, Asset Allocation, Wealth Management, Fixed Income Strategies, Retirement Planning, Financial Advisory, Securities, Investment Planning, Investment Strategies, Investments, Retirement, Retirement Savings, Strategic Planning, Wealth Preservation...
Education
Massachusetts Institute of Technology 1971 — 1974
BS, Philosophy
Peggy Malone Peggy Malone's Morgan Stanley Smith Barney Experience September 2010 - Present
Job Real Estate Lawyer at Morgan Stanley Smith Barney
Industry Law Practice
Experience
Morgan Stanley Smith Barney September 2010 - Present
Merrill Lynch April 2007 - February 2009
Kaye Scholer LLP 2004 - 2007
Pillsbury Winthrop Shaw Pittman 1995 - 2004
Winthrop, Stimson, Putnam & Roberts 1995 - 2004
Skills
Corporate Law, Mergers & Acquisitions, Leadership, Leases, Real Estate Development, Real Estate, Legal Writing, Commercial Real Estate, Negotiation, Management
Education
Maurice A. Deane School of Law at Hofstra University 1992 — 1995
JD
University of Dayton
BA, Political Science, Journalism
Morgan Stanley Smith Barney September 2010 - Present
Merrill Lynch April 2007 - February 2009
Kaye Scholer LLP 2004 - 2007
Pillsbury Winthrop Shaw Pittman 1995 - 2004
Winthrop, Stimson, Putnam & Roberts 1995 - 2004
Skills
Corporate Law, Mergers & Acquisitions, Leadership, Leases, Real Estate Development, Real Estate, Legal Writing, Commercial Real Estate, Negotiation, Management
Education
Maurice A. Deane School of Law at Hofstra University 1992 — 1995
JD
University of Dayton
BA, Political Science, Journalism
Thomas Peveraro's Morgan Stanley Smith Barney Experience August 2009 - November 2011
Job Executive Director, Global KYC
Industry Financial Services
Experience
JPMorgan Chase November 2013 - Present
HSBC October 2011 - October 2013
Morgan Stanley Smith Barney August 2009 - November 2011
Peveraro Group October 2005 - August 2009
Goldman Sachs April 2004 - October 2005
New York Life 2001 - 2003
Skills
Risk Management, AML, Asset Management, Banking, Bloomberg, Due Diligence, Enterprise Risk..., Integration, Operational Risk, Operational Risk..., PMO, Program Management, Relationship Management, Retail Banking, Risk Assessment, Securities, USA PATRIOT Act, Wealth Management
Education
Loyola University Maryland 1994 — 1998
BA, Psychology
Regis HS 1990 — 1994
JPMorgan Chase November 2013 - Present
HSBC October 2011 - October 2013
Morgan Stanley Smith Barney August 2009 - November 2011
Peveraro Group October 2005 - August 2009
Goldman Sachs April 2004 - October 2005
New York Life 2001 - 2003
Skills
Risk Management, AML, Asset Management, Banking, Bloomberg, Due Diligence, Enterprise Risk..., Integration, Operational Risk, Operational Risk..., PMO, Program Management, Relationship Management, Retail Banking, Risk Assessment, Securities, USA PATRIOT Act, Wealth Management
Education
Loyola University Maryland 1994 — 1998
BA, Psychology
Regis HS 1990 — 1994
Joseph Manno Joseph Manno's Morgan Stanley Smith Barney Experience August 2009 - October 2009
Job VP Customer Marketing at Direct Wines
Industry Food & Beverages
Experience
Direct Wines October 2009 - Present
Morgan Stanley Smith Barney August 2009 - October 2009
Kraft Foods July 2008 - March 2009
Kraft Foods November 2006 - July 2008
Kraft Foods April 2004 - November 2006
Kraft Foods August 1998 - April 2004
Kraft Foods May 1994 - August 1996
Kraft Foods November 1993 - May 1994
Kraft Foods June 1991 - November 1993
Kraft General Foods May 1990 - June 1991
Skills
Strategic Planning, Financial Analysis, Database Marketing, Financial Planning, Direct Marketing, Database Design, Brand Communication, Profitability Analysis, CRM software, Portfolio Management, Asset Allocation, Wealth Management, Retirement Planning, System Design, College Savings Plans, Wine Marketing, CRM, Consumer Products, Marketing, Integrated Marketing, P&L Management, Marketing Management, Relationship Marketing, Strategic Financial..., Customer Insight, Segmentation, Market Analysis, Leadership, Multi-channel Marketing, Marketing Research, Analytics
Education
Manhattan College 1985 — 1989
BS, Finance, Computer Information Systems
Roosevelt High School 1981 — 1985
Direct Wines October 2009 - Present
Morgan Stanley Smith Barney August 2009 - October 2009
Kraft Foods July 2008 - March 2009
Kraft Foods November 2006 - July 2008
Kraft Foods April 2004 - November 2006
Kraft Foods August 1998 - April 2004
Kraft Foods May 1994 - August 1996
Kraft Foods November 1993 - May 1994
Kraft Foods June 1991 - November 1993
Kraft General Foods May 1990 - June 1991
Skills
Strategic Planning, Financial Analysis, Database Marketing, Financial Planning, Direct Marketing, Database Design, Brand Communication, Profitability Analysis, CRM software, Portfolio Management, Asset Allocation, Wealth Management, Retirement Planning, System Design, College Savings Plans, Wine Marketing, CRM, Consumer Products, Marketing, Integrated Marketing, P&L Management, Marketing Management, Relationship Marketing, Strategic Financial..., Customer Insight, Segmentation, Market Analysis, Leadership, Multi-channel Marketing, Marketing Research, Analytics
Education
Manhattan College 1985 — 1989
BS, Finance, Computer Information Systems
Roosevelt High School 1981 — 1985
Robert Obermeier Robert Obermeier's Morgan Stanley Smith Barney Experience June 2009 - July 2011
Job Let's change the way we help people learn and perform.
Industry Education Management
Experience
Deloitte Consulting October 2011 - Present
Morgan Stanley Smith Barney June 2009 - July 2011
Citi, Smith Barney June 2007 - June 2009
Citi Commercial Business Group July 2003 - May 2007
Citi Global Transaction Services February 2001 - June 2003
Citi Global Corporate and Investment Bank September 1998 - February 2001
Skills
Budgets, EPM, Learning Technology, Learning Management..., Learning Operations, Learning Business..., E-learning..., Mobile Learning, Social Learning, Vendor Management, E-Learning, Program Management, Organizational..., Start-ups, Team Leadership, Management, Blended Learning, Leadership, Strategy, Consulting, Strategic Planning, Learning Management, Instructor-led Training, Performance Management, Instructional Design, Operations Management, Needs Analysis, Change Management, Organizational Learning, Performance Improvement, Performance Consulting, Staff Development, Knowledge Management, Governance, Curriculum Design, Contract Negotiation, Captivate, Social Media, Employee Training, Training, Project Management, Training Delivery, Organizational..., Organizational Design, Executive Coaching, Talent Management, Leadership Development, Succession Planning, Onboarding, Employee Engagement
Education
Webster University 1986 — 1989
MA
Syracuse University 1976 — 1978
BA
Marietta College 1974 — 1976
Deloitte Consulting October 2011 - Present
Morgan Stanley Smith Barney June 2009 - July 2011
Citi, Smith Barney June 2007 - June 2009
Citi Commercial Business Group July 2003 - May 2007
Citi Global Transaction Services February 2001 - June 2003
Citi Global Corporate and Investment Bank September 1998 - February 2001
Skills
Budgets, EPM, Learning Technology, Learning Management..., Learning Operations, Learning Business..., E-learning..., Mobile Learning, Social Learning, Vendor Management, E-Learning, Program Management, Organizational..., Start-ups, Team Leadership, Management, Blended Learning, Leadership, Strategy, Consulting, Strategic Planning, Learning Management, Instructor-led Training, Performance Management, Instructional Design, Operations Management, Needs Analysis, Change Management, Organizational Learning, Performance Improvement, Performance Consulting, Staff Development, Knowledge Management, Governance, Curriculum Design, Contract Negotiation, Captivate, Social Media, Employee Training, Training, Project Management, Training Delivery, Organizational..., Organizational Design, Executive Coaching, Talent Management, Leadership Development, Succession Planning, Onboarding, Employee Engagement
Education
Webster University 1986 — 1989
MA
Syracuse University 1976 — 1978
BA
Marietta College 1974 — 1976
Glen Newman Glen Newman's Morgan Stanley Smith Barney Experience 2011 - 2011
Job Physical Therapist & Clinical Education Coordinator at Vidant Medical Center of Pitt County
Industry Hospital & Health Care
Experience
Vidant Medical Center of Pitt County April 2000 - Present
Morgan Stanley Smith Barney 2011 - 2011
State Farm 1993 - 2010
North Carolina Physical Therapy Association 2002 - 2008
East Carolina University 2001 - 2008
East Carolina University 2001 - 2008
ProVAR 2007 - 2007
Pungo District Hospital November 1994 - August 1997
DKC's Armadillo Grill September 1990 - May 1993
Silo Inn & Mr. T's 1982 - 1986
Skills
Bo Staff, Physical Therapy, Healthcare, Clinical Research, Acute Care, Home Care, Public Health, Healthcare Management, Hospitals, Rehabilitation, Rehab
Education
University of North Carolina at Chapel Hill 1997 — 1999
MSPH, public health
Marquette University 1989 — 1993
BS, Physical Therapy
Sherwood High School 1979 — 1982
Vidant Medical Center of Pitt County April 2000 - Present
Morgan Stanley Smith Barney 2011 - 2011
State Farm 1993 - 2010
North Carolina Physical Therapy Association 2002 - 2008
East Carolina University 2001 - 2008
East Carolina University 2001 - 2008
ProVAR 2007 - 2007
Pungo District Hospital November 1994 - August 1997
DKC's Armadillo Grill September 1990 - May 1993
Silo Inn & Mr. T's 1982 - 1986
Skills
Bo Staff, Physical Therapy, Healthcare, Clinical Research, Acute Care, Home Care, Public Health, Healthcare Management, Hospitals, Rehabilitation, Rehab
Education
University of North Carolina at Chapel Hill 1997 — 1999
MSPH, public health
Marquette University 1989 — 1993
BS, Physical Therapy
Sherwood High School 1979 — 1982
Michele Pawluk Michele Pawluk's Morgan Stanley Smith Barney Experience March 2010 - June 2011
Job Client Relationship Assistant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2011 - Present
Morgan Stanley Smith Barney March 2010 - June 2011
Bear Stearns an affiliate of J.P. Morgan Chase October 2009 - January 2010
UBS Financial Services December 2008 - October 2009
Smith Barney August 2006 - December 2008
WWCD 101.1 FM June 2003 - August 2005
Ten United September 2004 - March 2005
Skills
Investments, Wealth Management, Retirement Planning, 401k, Customer Service, Securities, Microsoft Office, Marketing Communications, Estate Planning, Administrative..., Event Planning, Marketing
Education
Mercyhurst University 2001 — 2003
Design
The Ohio State University
Bachelors, Marketing and Communication
Robert W. Baird & Co. June 2011 - Present
Morgan Stanley Smith Barney March 2010 - June 2011
Bear Stearns an affiliate of J.P. Morgan Chase October 2009 - January 2010
UBS Financial Services December 2008 - October 2009
Smith Barney August 2006 - December 2008
WWCD 101.1 FM June 2003 - August 2005
Ten United September 2004 - March 2005
Skills
Investments, Wealth Management, Retirement Planning, 401k, Customer Service, Securities, Microsoft Office, Marketing Communications, Estate Planning, Administrative..., Event Planning, Marketing
Education
Mercyhurst University 2001 — 2003
Design
The Ohio State University
Bachelors, Marketing and Communication
Max Bornstein, MBA Max Bornstein, MBA's Morgan Stanley Smith Barney Experience January 2009 - May 2009
Job Store Team Leader/General Manager
Industry Retail
Experience
Target March 2014 - Present
Target Corporation June 2009 - March 2014
Morgan Stanley Smith Barney January 2009 - May 2009
Chambers Communications August 2007 - August 2008
Skills
Management, Merchandising, Sales, Analysis, Performance Management, Budgets, Logistics, Human Resources, Leadership, Inventory Management, Customer Service, Retail, Profit, Store Management, Team Leadership, Loss Prevention, Team Building, Visual Merchandising, Time Management, Inventory Control
Education
Marylhurst University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Oregon 2005 — 2009
Bachelor's degree, Business Administration and Management, General
CIMBA- International Business Study Abroad 2008 — 2008
Target March 2014 - Present
Target Corporation June 2009 - March 2014
Morgan Stanley Smith Barney January 2009 - May 2009
Chambers Communications August 2007 - August 2008
Skills
Management, Merchandising, Sales, Analysis, Performance Management, Budgets, Logistics, Human Resources, Leadership, Inventory Management, Customer Service, Retail, Profit, Store Management, Team Leadership, Loss Prevention, Team Building, Visual Merchandising, Time Management, Inventory Control
Education
Marylhurst University 2013 — 2015
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Oregon 2005 — 2009
Bachelor's degree, Business Administration and Management, General
CIMBA- International Business Study Abroad 2008 — 2008
Phillip Anderson's Morgan Stanley Smith Barney Experience September 2010 - December 2011
Job Vice President, Diversity Recruiting Strategist at Moody's Corporation
Industry Human Resources
Experience
Moody's Corporation August 2014 - Present
Morgan Stanley Wealth Management January 2012 - July 2014
Morgan Stanley Smith Barney September 2010 - December 2011
Sikorsky Aircraft August 2008 - September 2010
Sikorsky Aircraft Corporation April 2007 - August 2008
Lee Hecht Harrison April 2005 - April 2007
INROADS November 1998 - October 2004
Rollins Environmental May 1989 - November 1998
Skills
Talent Management, Talent Acquisition, Client Development, Onboarding, Diversity & Inclusion, Recruiting, Human Resources, Employee Engagement, Leadership, Succession Planning, Applicant Tracking..., Sourcing, Organizational..., Interviews, Performance Management, Career Development, Deferred Compensation, Training, Temporary Placement, Personnel Management, Business Strategy, Organizational..., Employee Relations, Consulting, Resume Writing, HR Consulting, College Recruiting, Hiring, Workforce Planning, Employee Benefits
Education
Manhattanville College 2005 — 2007
Masters, Human Resources
University of Pennsylvania 1984 — 1988
Bachelors, History & Chemistry minor
Stamford High School
Moody's Corporation August 2014 - Present
Morgan Stanley Wealth Management January 2012 - July 2014
Morgan Stanley Smith Barney September 2010 - December 2011
Sikorsky Aircraft August 2008 - September 2010
Sikorsky Aircraft Corporation April 2007 - August 2008
Lee Hecht Harrison April 2005 - April 2007
INROADS November 1998 - October 2004
Rollins Environmental May 1989 - November 1998
Skills
Talent Management, Talent Acquisition, Client Development, Onboarding, Diversity & Inclusion, Recruiting, Human Resources, Employee Engagement, Leadership, Succession Planning, Applicant Tracking..., Sourcing, Organizational..., Interviews, Performance Management, Career Development, Deferred Compensation, Training, Temporary Placement, Personnel Management, Business Strategy, Organizational..., Employee Relations, Consulting, Resume Writing, HR Consulting, College Recruiting, Hiring, Workforce Planning, Employee Benefits
Education
Manhattanville College 2005 — 2007
Masters, Human Resources
University of Pennsylvania 1984 — 1988
Bachelors, History & Chemistry minor
Stamford High School
James Walker's Morgan Stanley Smith Barney Experience September 2010 - August 2012
Job COO and Head of Business Development Private Bank Americas
Industry Financial Services
Experience
Credit Suisse January 2014 - Present
Morgan Stanley August 2012 - January 2014
Morgan Stanley Smith Barney September 2010 - August 2012
Morgan Stanley Smith Barney June 2009 - November 2010
Citigroup Global Wealth Management September 2007 - February 2010
Citi Smith Barney October 2006 - September 2007
Merrill Lynch August 2001 - June 2005
Merrill Lynch September 1999 - August 2001
Merrill Lynch March 1996 - September 1999
Merrill Lynch July 1994 - March 1996
Skills
Wealth Management, Asset Managment, Series 7, Investments, Strategy, Business Strategy, Asset Management, Investment Strategies, Retirement Planning, Financial Services, Mergers & Acquisitions, Equities, Mutual Funds, Management, Leadership, Investment Management, Portfolio Management, Financial Advisory, Investment Advisory, Fixed Income, Venture Capital, Derivatives, Securities, New Business Development, Relationship Management, Alternative Investments, Finance, Series 63, Private Equity, Program Management, Product Management, Hedge Funds, Financial Risk, Strategic Financial..., ETFs, Asset Allocation, Series 24, FINRA, Investment Banking, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2006
MS Management Science, Sloan Fellow
Catholic University of America 1981 — 1985
BA, Economics
Credit Suisse January 2014 - Present
Morgan Stanley August 2012 - January 2014
Morgan Stanley Smith Barney September 2010 - August 2012
Morgan Stanley Smith Barney June 2009 - November 2010
Citigroup Global Wealth Management September 2007 - February 2010
Citi Smith Barney October 2006 - September 2007
Merrill Lynch August 2001 - June 2005
Merrill Lynch September 1999 - August 2001
Merrill Lynch March 1996 - September 1999
Merrill Lynch July 1994 - March 1996
Skills
Wealth Management, Asset Managment, Series 7, Investments, Strategy, Business Strategy, Asset Management, Investment Strategies, Retirement Planning, Financial Services, Mergers & Acquisitions, Equities, Mutual Funds, Management, Leadership, Investment Management, Portfolio Management, Financial Advisory, Investment Advisory, Fixed Income, Venture Capital, Derivatives, Securities, New Business Development, Relationship Management, Alternative Investments, Finance, Series 63, Private Equity, Program Management, Product Management, Hedge Funds, Financial Risk, Strategic Financial..., ETFs, Asset Allocation, Series 24, FINRA, Investment Banking, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 2005 — 2006
MS Management Science, Sloan Fellow
Catholic University of America 1981 — 1985
BA, Economics
Travis McCloskey, CRPC®, AAMS®'s Morgan Stanley Smith Barney Experience December 2005 - September 2010
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC. October 2014 - Present
Raymond James / Morgan Keegan August 2010 - October 2014
Morgan Stanley Smith Barney December 2005 - September 2010
Skills
Retirement Planning, Wealth Strategies, Estate Planning, Multi-generational..., Investments, Alternative Investments, 529 Plans, Retirement, Financial Services, Long Term Care Insurance, Finance, Investment Strategies, Fixed Annuities, Insurance, Asset Management, Asset Allocation, Series 7, Series 63, Mutual Funds, Securities, 401k, FINRA, ETFs, Life Insurance, Equities, Fixed Income, Term Life Insurance, Hedge Funds, Portfolio Management, Disability Insurance, Financial Analysis, Separately Managed..., Series 65, Wealth Planning
Education
Mercer University 1997 — 2002
BBA, BA, International Business, Finance, Spanish
Mercer University - Stetson School of Business and Economics 1997 — 2002
Bachelor of Business Administration (BBA), Finance and International Business
Wells Fargo Advisors, LLC. October 2014 - Present
Raymond James / Morgan Keegan August 2010 - October 2014
Morgan Stanley Smith Barney December 2005 - September 2010
Skills
Retirement Planning, Wealth Strategies, Estate Planning, Multi-generational..., Investments, Alternative Investments, 529 Plans, Retirement, Financial Services, Long Term Care Insurance, Finance, Investment Strategies, Fixed Annuities, Insurance, Asset Management, Asset Allocation, Series 7, Series 63, Mutual Funds, Securities, 401k, FINRA, ETFs, Life Insurance, Equities, Fixed Income, Term Life Insurance, Hedge Funds, Portfolio Management, Disability Insurance, Financial Analysis, Separately Managed..., Series 65, Wealth Planning
Education
Mercer University 1997 — 2002
BBA, BA, International Business, Finance, Spanish
Mercer University - Stetson School of Business and Economics 1997 — 2002
Bachelor of Business Administration (BBA), Finance and International Business
Elaine Levin's Morgan Stanley Smith Barney Experience July 1995 - October 2012
Job President at Powerhouse
Industry Financial Services
Experience
Powerhouse TL October 2012 - Present
Morgan Stanley Smith Barney July 1995 - October 2012
Skills
Hedging, Risk Management, Energy, Futures Broker, Petroleum, Natural Gas, Energy Trading, Hedging Instructor, Commodities, Propane, Electricity Markets, Futures, Options, Brokerage, Commodities Broker, Clearport, Pricing, Commodity Markets, Commodity, Financial Analysis, Financial Risk, Alternative Investments, Derivatives, Trading Systems, Trading Strategies, Finance, Hedge Funds, Financial Modeling, Fixed Income, Equities, Asset Management, Energy Markets, Financial Markets, Valuation, Securities, Swaps, Portfolio Management, Electronic Trading, Investments
Education
Marymount University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance Major, Summa Cum Laude
Powerhouse TL October 2012 - Present
Morgan Stanley Smith Barney July 1995 - October 2012
Skills
Hedging, Risk Management, Energy, Futures Broker, Petroleum, Natural Gas, Energy Trading, Hedging Instructor, Commodities, Propane, Electricity Markets, Futures, Options, Brokerage, Commodities Broker, Clearport, Pricing, Commodity Markets, Commodity, Financial Analysis, Financial Risk, Alternative Investments, Derivatives, Trading Systems, Trading Strategies, Finance, Hedge Funds, Financial Modeling, Fixed Income, Equities, Asset Management, Energy Markets, Financial Markets, Valuation, Securities, Swaps, Portfolio Management, Electronic Trading, Investments
Education
Marymount University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance Major, Summa Cum Laude
Timothy Ristow's Morgan Stanley Smith Barney Experience April 2011 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2011 - Present
PNC Investments April 2010 - April 2011
PNC/ Yardville National Bank June 2004 - April 2010
Skills
Strategic Financial..., Marketing, Finance, Business Planning, Investments
Education
The College of New Jersey 2006 — 2009
Bachelor, Management, Alumni
Mercer County Community College 2004 — 2006
N/A, Liberal Arts
Morgan Stanley Smith Barney April 2011 - Present
PNC Investments April 2010 - April 2011
PNC/ Yardville National Bank June 2004 - April 2010
Skills
Strategic Financial..., Marketing, Finance, Business Planning, Investments
Education
The College of New Jersey 2006 — 2009
Bachelor, Management, Alumni
Mercer County Community College 2004 — 2006
N/A, Liberal Arts
Ryan McElderry's Morgan Stanley Smith Barney Experience August 2001 - June 2011
Job Engagement Director at Mainline Information Systems
Industry Computer Software
Experience
Mainline Information Systems August 2015 - Present
Ascendant Technology June 2011 - July 2015
Morgan Stanley Smith Barney August 2001 - June 2011
Ameritrade July 1999 - August 2001
integrated health services 1997 - 1999
Skills
Software Project..., PMO, SDLC, Business Analysis, Vendor Management, Requirements Gathering, Disaster Recovery, Project Management, Integration, Financial Services, Program Management, Enterprise Architecture, IT Strategy, Risk Management, Project Portfolio..., Requirements Analysis, Java Enterprise Edition, Agile Project Management, PMP, SQL, Unix, Software Development, Agile Methodologies, Solution Architecture, Business Process
Education
Loyola University Maryland 1993 — 1997
BA, MIS
Stevens Institute of Technology
MSIS
Mainline Information Systems August 2015 - Present
Ascendant Technology June 2011 - July 2015
Morgan Stanley Smith Barney August 2001 - June 2011
Ameritrade July 1999 - August 2001
integrated health services 1997 - 1999
Skills
Software Project..., PMO, SDLC, Business Analysis, Vendor Management, Requirements Gathering, Disaster Recovery, Project Management, Integration, Financial Services, Program Management, Enterprise Architecture, IT Strategy, Risk Management, Project Portfolio..., Requirements Analysis, Java Enterprise Edition, Agile Project Management, PMP, SQL, Unix, Software Development, Agile Methodologies, Solution Architecture, Business Process
Education
Loyola University Maryland 1993 — 1997
BA, MIS
Stevens Institute of Technology
MSIS
Sharon Hanany's Morgan Stanley Smith Barney Experience September 2010 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2010 - Present
Alerio Technology Group December 2009 - August 2010
Xerox/Xwest Inc. February 2009 - November 2009
ServicesRevenue December 2007 - January 2009
Peer Review Organization of NJ June 2000 - February 2001
Warner Lambert April 1997 - June 1998
Coram Healthcare October 1994 - November 1996
Roseland Surgical Center January 1993 - October 1994
Education
Seton Hall University 1996 — 1999
Masters, Corporate & Public Communications
Syracuse University 1986 — 1988
Bachelor of Arts, International Relations
Lycoming College 1984 — 1986
Liberal Arts
Morgan Stanley Smith Barney September 2010 - Present
Alerio Technology Group December 2009 - August 2010
Xerox/Xwest Inc. February 2009 - November 2009
ServicesRevenue December 2007 - January 2009
Peer Review Organization of NJ June 2000 - February 2001
Warner Lambert April 1997 - June 1998
Coram Healthcare October 1994 - November 1996
Roseland Surgical Center January 1993 - October 1994
Education
Seton Hall University 1996 — 1999
Masters, Corporate & Public Communications
Syracuse University 1986 — 1988
Bachelor of Arts, International Relations
Lycoming College 1984 — 1986
Liberal Arts
Pete Sprague's Morgan Stanley Smith Barney Experience June 2009 - March 2014
Job Chief Technology Officer at Pentegra Retirement Services
Industry Financial Services
Experience
Pentegra Retirement Services March 2014 - Present
Morgan Stanley Smith Barney June 2009 - March 2014
Morgan Stanley December 2008 - June 2009
Morgan Stanley January 2004 - December 2008
Morgan Stanley 2000 - 2004
Morgan Stanley March 1997 - 2000
Smith Barney 1995 - March 1997
Smith Barney 1993 - 1995
Shearson Lehman Brothers 1991 - 1993
Skills
Wealth Management, Fixed Income, Equities, Securities, Capital Markets, Trading Systems, Portfolio Management, Mutual Funds, Asset Allocation, Market Data, CRM, Business Process..., Financial Services, Asset Management, Strategic Planning, Strategic Financial..., Risk Management, Project Portfolio..., FINRA, Leadership, Operational Risk..., Investment Banking
Education
Marist College 1986 — 1990
BS, Business Marketing
Pentegra Retirement Services March 2014 - Present
Morgan Stanley Smith Barney June 2009 - March 2014
Morgan Stanley December 2008 - June 2009
Morgan Stanley January 2004 - December 2008
Morgan Stanley 2000 - 2004
Morgan Stanley March 1997 - 2000
Smith Barney 1995 - March 1997
Smith Barney 1993 - 1995
Shearson Lehman Brothers 1991 - 1993
Skills
Wealth Management, Fixed Income, Equities, Securities, Capital Markets, Trading Systems, Portfolio Management, Mutual Funds, Asset Allocation, Market Data, CRM, Business Process..., Financial Services, Asset Management, Strategic Planning, Strategic Financial..., Risk Management, Project Portfolio..., FINRA, Leadership, Operational Risk..., Investment Banking
Education
Marist College 1986 — 1990
BS, Business Marketing
Kevin Reiner, CFP®, CPWA®'s Morgan Stanley Smith Barney Experience October 2001 - March 2012
Job First Vice President at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Wealth Management March 2012 - Present
Morgan Stanley Smith Barney October 2001 - March 2012
Morgan Stanley January 2000 - November 2006
Education
William Paterson University of New Jersey 1997 — 2001
Macquarie University 1999 — 2000
Finance
UBS Wealth Management March 2012 - Present
Morgan Stanley Smith Barney October 2001 - March 2012
Morgan Stanley January 2000 - November 2006
Education
William Paterson University of New Jersey 1997 — 2001
Macquarie University 1999 — 2000
Finance
Alexis Marchena's Morgan Stanley Smith Barney Experience January 2011 - October 2011
Job Registered Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank October 2011 - February 2014
Morgan Stanley Smith Barney January 2011 - October 2011
Rockwell Global Capital, LLC April 2010 - August 2010
Morgan Stanley Smith Barney August 2004 - March 2010
Sound Capital Group October 2002 - October 2004
Skills
DTC, Settlements, Investment Operations, Corporate Actions, FX trading, Options, Syndications, Investments, Financial Services, Trading, Settlement, Fixed Income, Equities, Bloomberg, Asset Management, Finance, Capital Markets
Education
Manhattanville College 1996 — 2000
BA, Business Management
Deutsche Bank October 2011 - February 2014
Morgan Stanley Smith Barney January 2011 - October 2011
Rockwell Global Capital, LLC April 2010 - August 2010
Morgan Stanley Smith Barney August 2004 - March 2010
Sound Capital Group October 2002 - October 2004
Skills
DTC, Settlements, Investment Operations, Corporate Actions, FX trading, Options, Syndications, Investments, Financial Services, Trading, Settlement, Fixed Income, Equities, Bloomberg, Asset Management, Finance, Capital Markets
Education
Manhattanville College 1996 — 2000
BA, Business Management
Dindo Bautista's Morgan Stanley Smith Barney Experience August 2010 - Present
Job Vice President , Development Manager at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney August 2010 - Present
UBS Wealth Management June 1998 - August 2010
Reader's Digest 1994 - 1998
Housing and Development Board - Singapore December 1993 - October 1994
STA, Software Development Company 1991 - 1993
Skills
DB2, COBOL, CICS, Mainframe, SDLC, Business Analysis, Software Project..., JCL, Banking, Risk Management, VSAM, Software Development, WebSphere MQ, TSO, Java, Project Management, Process Improvement, SQL, IMS DB/DC, Requirements Gathering, Business Intelligence, Cross-functional Team..., Agile Methodologies, Business Requirements, Data Modeling, Data Warehousing, Database Design, Databases, Disaster Recovery, IT Management, Enterprise Architecture, IT Strategy, Integration, ITIL, Project Portfolio..., Requirements Analysis, SOA, PMO, Visio
Education
Mapua Institute of Technology 1986 — 1990
Computer Engineering
Morgan Stanley Smith Barney August 2010 - Present
UBS Wealth Management June 1998 - August 2010
Reader's Digest 1994 - 1998
Housing and Development Board - Singapore December 1993 - October 1994
STA, Software Development Company 1991 - 1993
Skills
DB2, COBOL, CICS, Mainframe, SDLC, Business Analysis, Software Project..., JCL, Banking, Risk Management, VSAM, Software Development, WebSphere MQ, TSO, Java, Project Management, Process Improvement, SQL, IMS DB/DC, Requirements Gathering, Business Intelligence, Cross-functional Team..., Agile Methodologies, Business Requirements, Data Modeling, Data Warehousing, Database Design, Databases, Disaster Recovery, IT Management, Enterprise Architecture, IT Strategy, Integration, ITIL, Project Portfolio..., Requirements Analysis, SOA, PMO, Visio
Education
Mapua Institute of Technology 1986 — 1990
Computer Engineering
Namrata Punjabi's Morgan Stanley Smith Barney Experience May 2004 - Present
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2004 - Present
JPMorgan Chase December 2002 - April 2004
Skills
Reference Data
Education
Marist College 1992 — 1994
Morgan Stanley Smith Barney May 2004 - Present
JPMorgan Chase December 2002 - April 2004
Skills
Reference Data
Education
Marist College 1992 — 1994
Carolyn Sheehan's Morgan Stanley Smith Barney Experience February 2006 - February 2010
Job Executive Assistant at Centura Health
Industry Hospital & Health Care
Experience
Centura Health August 2015 - Present
Park Hyatt Beaver Creek Resort & Spa June 2014 - Present
BP March 2011 - July 2012
Morgan Stanley Smith Barney February 2006 - February 2010
Ogilvy & Mather August 2003 - January 2006
Skills
Outlook, Administrative..., Visio, Databases, SharePoint, Lotus Notes
Education
Mercer County Community College 1989 — 1992
Associate's degree, Business Administration and Management, General
Centura Health August 2015 - Present
Park Hyatt Beaver Creek Resort & Spa June 2014 - Present
BP March 2011 - July 2012
Morgan Stanley Smith Barney February 2006 - February 2010
Ogilvy & Mather August 2003 - January 2006
Skills
Outlook, Administrative..., Visio, Databases, SharePoint, Lotus Notes
Education
Mercer County Community College 1989 — 1992
Associate's degree, Business Administration and Management, General
Aswin Aditya Ganjam's Morgan Stanley Smith Barney Experience March 2012 - August 2015
Job Relationship Manager TCS @ Morgan Stanley
Industry Financial Services
Experience
Tata Consultancy Services September 2015 - Present
Tata Consultancy Services February 2001 - Present
Morgan Stanley Smith Barney March 2012 - August 2015
Skills
DB2, SDLC, SOA
Education
Manipal University 1996 — 2000
Bachelor of Engineering, Electronics and Communication
Tata Consultancy Services September 2015 - Present
Tata Consultancy Services February 2001 - Present
Morgan Stanley Smith Barney March 2012 - August 2015
Skills
DB2, SDLC, SOA
Education
Manipal University 1996 — 2000
Bachelor of Engineering, Electronics and Communication
Constantine Photopoulos's Morgan Stanley Smith Barney Experience February 2000 - May 2000
Job Partner
Industry Information Technology and Services
Experience
Soxgroup January 2004 - Present
JP Morgan Chase January 2004 - April 2004
Morgan Stanley Smith Barney February 2000 - May 2000
Education
Massachusetts Institute of Technology
BS, EE/CS
Soxgroup January 2004 - Present
JP Morgan Chase January 2004 - April 2004
Morgan Stanley Smith Barney February 2000 - May 2000
Education
Massachusetts Institute of Technology
BS, EE/CS
John (Jack) Eggleston's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job VENDOR /SALES SUPPORT AND PAYABLE SPECIALIST
Industry Financial Services
Experience
Tillys September 2011 - Present
Morgan Stanley June 2011 - August 2011
Morgan-Stanley Smith Barney June 2010 - August 2010
Skills
Customer Service, Finance, Client Services, Accounting, QuickBooks, Accounts Payable, Time Management, Microsoft Excel, Management, Financial Analysis, Teamwork, Data Entry, Social Media, Outlook, Account Reconciliation, Inventory Management, Sales, Invoicing
Education
California State University-Chico 2006 — 2011
Bachelor of Business Administration, Financial Services and Financial Management
Macquarie University 2009 — 2009
Bachelor of Business Administration, Financial Services and Financial Management
University of the South Pacific- Fiji 2009 — 2009
Bachelor's Degree, Business Administration
Tillys September 2011 - Present
Morgan Stanley June 2011 - August 2011
Morgan-Stanley Smith Barney June 2010 - August 2010
Skills
Customer Service, Finance, Client Services, Accounting, QuickBooks, Accounts Payable, Time Management, Microsoft Excel, Management, Financial Analysis, Teamwork, Data Entry, Social Media, Outlook, Account Reconciliation, Inventory Management, Sales, Invoicing
Education
California State University-Chico 2006 — 2011
Bachelor of Business Administration, Financial Services and Financial Management
Macquarie University 2009 — 2009
Bachelor of Business Administration, Financial Services and Financial Management
University of the South Pacific- Fiji 2009 — 2009
Bachelor's Degree, Business Administration
Murugesan Thevar's Morgan Stanley Smith Barney Experience July 2010 - Present
Job Performance & Capacity
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2010 - Present
Bank of America January 2010 - July 2010
AT&T April 2008 - December 2009
Sprint Nextel December 2007 - April 2008
Amdocs September 2006 - December 2007
Nike Inc (Umbro International) March 2005 - September 2006
Skills
Quality Assurance, Java, SDLC, User Acceptance Testing, Quality Center
Education
Madurai Kamaraj University 1996 — 1999
MCA, Master in Computer Science
Morgan Stanley Smith Barney July 2010 - Present
Bank of America January 2010 - July 2010
AT&T April 2008 - December 2009
Sprint Nextel December 2007 - April 2008
Amdocs September 2006 - December 2007
Nike Inc (Umbro International) March 2005 - September 2006
Skills
Quality Assurance, Java, SDLC, User Acceptance Testing, Quality Center
Education
Madurai Kamaraj University 1996 — 1999
MCA, Master in Computer Science
John Cuti's Morgan Stanley Smith Barney Experience April 2000 - April 2004
Job Branch Manager at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments April 2004 - Present
Morgan Stanley Smith Barney April 2000 - April 2004
Education
Loyola University New Orleans
Fidelity Investments April 2004 - Present
Morgan Stanley Smith Barney April 2000 - April 2004
Education
Loyola University New Orleans
Bradley Trujillo's Morgan Stanley Smith Barney Experience June 2009 - April 2012
Job Financial Advisor, Wealth Management Specialist
Industry Financial Services
Experience
Raymond James Financial, Inc. April 2012 - Present
Morgan Stanley Smith Barney June 2009 - April 2012
Skills
Retirement Planning, Wealth Management, Estate Planning, Series 65, Uniform Combined State...
Education
Metropolitan State University of Denver 2003 — 2009
Finance, Financial Services
Raymond James Financial, Inc. April 2012 - Present
Morgan Stanley Smith Barney June 2009 - April 2012
Skills
Retirement Planning, Wealth Management, Estate Planning, Series 65, Uniform Combined State...
Education
Metropolitan State University of Denver 2003 — 2009
Finance, Financial Services
Toma Belizaire, MBA's Morgan Stanley Smith Barney Experience December 2005 - February 2012
Job Operations Liaison at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors May 2015 - Present
FOLIOfn February 2012 - May 2015
Morgan Stanley Smith Barney December 2005 - February 2012
Morgan Stanley May 2003 - December 2005
Skills
Financial Services, Series 7, PowerPoint, Customer Service, Microsoft Excel, Portfolio Management, Analysis, Series 66, Valuation, Client Service, Excel, Word, Outlook, Salesforce, NextGen, Series 99, Equities, Financial Analysis, Investments, Leadership, Management, Microsoft Office, Microsoft Word, Mutual Funds, Risk Management
Education
Marymount University 2008 — 2011
MBA, Business Administration, 3.560
Randolph-Macon Woman's College
Bachelor of Arts, International Relations
St. Margarets
High School Diploma
Wells Fargo Advisors May 2015 - Present
FOLIOfn February 2012 - May 2015
Morgan Stanley Smith Barney December 2005 - February 2012
Morgan Stanley May 2003 - December 2005
Skills
Financial Services, Series 7, PowerPoint, Customer Service, Microsoft Excel, Portfolio Management, Analysis, Series 66, Valuation, Client Service, Excel, Word, Outlook, Salesforce, NextGen, Series 99, Equities, Financial Analysis, Investments, Leadership, Management, Microsoft Office, Microsoft Word, Mutual Funds, Risk Management
Education
Marymount University 2008 — 2011
MBA, Business Administration, 3.560
Randolph-Macon Woman's College
Bachelor of Arts, International Relations
St. Margarets
High School Diploma
Nawang Sherpa's Morgan Stanley Smith Barney Experience May 2013 - April 2015
Job Director, Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Morgan Stanley Smith Barney May 2013 - April 2015
Morgan Stanley Smith Barney March 2011 - April 2013
Morgan Stanley Smith Barney June 2006 - February 2011
Bank of America January 2006 - May 2006
Skills
Analysis, Business Analysis, Financial Analysis, Financial Modeling, Equities, Corporate Finance, Portfolio Management, Investments, Risk Management, Capital Markets, Valuation
Education
Mansfield University of Pennsylvania 2000 — 2005
BS, Business, Accounting and CIS
Budhanilkantha School 1990 — 1996
Junior School
Morgan Stanley April 2015 - Present
Morgan Stanley Smith Barney May 2013 - April 2015
Morgan Stanley Smith Barney March 2011 - April 2013
Morgan Stanley Smith Barney June 2006 - February 2011
Bank of America January 2006 - May 2006
Skills
Analysis, Business Analysis, Financial Analysis, Financial Modeling, Equities, Corporate Finance, Portfolio Management, Investments, Risk Management, Capital Markets, Valuation
Education
Mansfield University of Pennsylvania 2000 — 2005
BS, Business, Accounting and CIS
Budhanilkantha School 1990 — 1996
Junior School
Edward Valverde's Morgan Stanley Smith Barney Experience March 1994 - December 1997
Job Sr. Business Analyst/Project Manager
Industry Financial Services
Experience
Edval Inc. January 2010 - Present
Barclays Capital 2010 - 2011
BNY Mellon December 1999 - March 2009
Alliance Capital Management December 1998 - October 1999
Lewco Securities December 1997 - December 1998
Morgan Stanley Smith Barney March 1994 - December 1997
Education
Marist College
BS, Business Administration
Edval Inc. January 2010 - Present
Barclays Capital 2010 - 2011
BNY Mellon December 1999 - March 2009
Alliance Capital Management December 1998 - October 1999
Lewco Securities December 1997 - December 1998
Morgan Stanley Smith Barney March 1994 - December 1997
Education
Marist College
BS, Business Administration
Jarrod Manfro's Morgan Stanley Smith Barney Experience May 2004 - June 2005
Job Director at Main Street America Advisors, Inc
Industry Executive Office
Experience
Main Street America Advisors, Inc V.P.JP Morgan ChaseJune 2005 - December 2008
Morgan Stanley Smith Barney May 2004 - June 2005
Independent Office-M&A September 2001 - April 2004
Education
Marist College 2001 — 2003
MBA, Business
Pace University - Lubin School of Business 1997 — 2001
BBA, Business
Main Street America Advisors, Inc V.P.JP Morgan ChaseJune 2005 - December 2008
Morgan Stanley Smith Barney May 2004 - June 2005
Independent Office-M&A September 2001 - April 2004
Education
Marist College 2001 — 2003
MBA, Business
Pace University - Lubin School of Business 1997 — 2001
BBA, Business
Marc Frankel's Morgan Stanley Smith Barney Experience September 2005 - May 2010
Job President MJF Advisors
Industry Financial Services
Experience
MJF Advisors dba through Partnervest Advisory Services August 2010 - Present
Morgan Stanley Smith Barney September 2005 - May 2010
Crowell, Weedon & Co. March 2000 - September 2005
Skills
Investments, Asset Management, Retirement Planning, Retirement, Mutual Funds, Investment Strategies, Financial Planning, Investment Advisory, Wealth Management, Portfolio Management, Financial Advisory, Equities, Securities, 401k, Asset Allocation, Risk Management, Strategic Planning, Employee Benefits, ETFs, Strategic Financial..., Asset Managment, Financial Services, Wealth, Hedging, Finance, Personal Finance, Estate Planning, Alternative Investments, Pensions, Fixed Income, Options, Financial Markets, Financial Modeling, Wealth Management..., Valuation, Financial Planners
Education
Western State University School of Law 1989 — 1992
Doctor of Law (JD), Corprate Law
Menlo College
BS, Accounting
MJF Advisors dba through Partnervest Advisory Services August 2010 - Present
Morgan Stanley Smith Barney September 2005 - May 2010
Crowell, Weedon & Co. March 2000 - September 2005
Skills
Investments, Asset Management, Retirement Planning, Retirement, Mutual Funds, Investment Strategies, Financial Planning, Investment Advisory, Wealth Management, Portfolio Management, Financial Advisory, Equities, Securities, 401k, Asset Allocation, Risk Management, Strategic Planning, Employee Benefits, ETFs, Strategic Financial..., Asset Managment, Financial Services, Wealth, Hedging, Finance, Personal Finance, Estate Planning, Alternative Investments, Pensions, Fixed Income, Options, Financial Markets, Financial Modeling, Wealth Management..., Valuation, Financial Planners
Education
Western State University School of Law 1989 — 1992
Doctor of Law (JD), Corprate Law
Menlo College
BS, Accounting
Matt Mayer, CMA's Morgan Stanley Smith Barney Experience May 2005 - August 2005
Job Operations Support Manager at Sunesys
Industry Telecommunications
Experience
Sunesys February 2011 - Present
Sunesys September 2006 - January 2011
Morgan Stanley Smith Barney May 2005 - August 2005
Skills
Financial Modeling, Financial Analysis, Inventory Management, Cost Estimating, Telecommunications, Project Estimation, Project Management, Project Planning, Forecasting, Management, Strategic Planning, Budgets, Business Strategy, Analysis, New Business Development
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Messiah College 2002 — 2006
BS, Business Administration - Finance
Sunesys February 2011 - Present
Sunesys September 2006 - January 2011
Morgan Stanley Smith Barney May 2005 - August 2005
Skills
Financial Modeling, Financial Analysis, Inventory Management, Cost Estimating, Telecommunications, Project Estimation, Project Management, Project Planning, Forecasting, Management, Strategic Planning, Budgets, Business Strategy, Analysis, New Business Development
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Messiah College 2002 — 2006
BS, Business Administration - Finance
Victor Jean's Morgan Stanley Smith Barney Experience 2001 - 2012
Job VP at Highbridge Capital Management
Industry Investment Management
Experience
Highbridge Capital Management May 2012 - Present
Morgan Stanley Smith Barney 2001 - 2012
Morgan Stanley Dean Witter 2000 - 2001
SmartMoney.com 1999 - 2000
Goldman Sachs 1998 - 1999
Skills
SQL, JavaScript, Java, Fixed Income, Microsoft SQL Server
Education
Massachusetts Institute of Technology 1995 — 1999
Management, Finance and Information Technology
Massachusetts Institute of Technology 1995 — 1999
Highbridge Capital Management May 2012 - Present
Morgan Stanley Smith Barney 2001 - 2012
Morgan Stanley Dean Witter 2000 - 2001
SmartMoney.com 1999 - 2000
Goldman Sachs 1998 - 1999
Skills
SQL, JavaScript, Java, Fixed Income, Microsoft SQL Server
Education
Massachusetts Institute of Technology 1995 — 1999
Management, Finance and Information Technology
Massachusetts Institute of Technology 1995 — 1999
Barbara VanDerMaas's Morgan Stanley Smith Barney Experience 2005 - Present
Job Client Service Associate at Morgan Stanley Smith Barney
Industry
Experience
Morgan Stanley Smith Barney 2005 - Present
Education
Macomb Community College 1992 — 1997
Business Administration and Management, General
Morgan Stanley Smith Barney 2005 - Present
Education
Macomb Community College 1992 — 1997
Business Administration and Management, General
Adam Kauff's Morgan Stanley Smith Barney Experience June 2009 - September 2013
Job Partner at Kauff Laton Miller
Industry Law Practice
Experience
Kauff Laton Miller January 2015 - Present
Kauff & Felig, LLP October 2013 - December 2014
Morgan Stanley Smith Barney June 2009 - September 2013
Citigroup August 2005 - June 2009
New York County District Attorney's Office September 1999 - August 2005
Skills
Criminal Law, Employment Law, Trials, Securities, Securities Regulation, Litigation, Corporate Governance, Legal Research, Legal Writing, Commercial Litigation, Arbitration, Corporate Law, Civil Litigation, Mediation, Estate Planning, Internal Investigations, Westlaw, Fraud, Legal Advice, Lexis, Hearings, Legal Issues, Appeals, Courts
Education
Northeastern University School of Law 1996 — 1999
JD
Macalester College 1990 — 1994
BA, History
Kauff Laton Miller January 2015 - Present
Kauff & Felig, LLP October 2013 - December 2014
Morgan Stanley Smith Barney June 2009 - September 2013
Citigroup August 2005 - June 2009
New York County District Attorney's Office September 1999 - August 2005
Skills
Criminal Law, Employment Law, Trials, Securities, Securities Regulation, Litigation, Corporate Governance, Legal Research, Legal Writing, Commercial Litigation, Arbitration, Corporate Law, Civil Litigation, Mediation, Estate Planning, Internal Investigations, Westlaw, Fraud, Legal Advice, Lexis, Hearings, Legal Issues, Appeals, Courts
Education
Northeastern University School of Law 1996 — 1999
JD
Macalester College 1990 — 1994
BA, History
Venkat Sriramulu's Morgan Stanley Smith Barney Experience June 2001 - July 2005
Job Sr Vice President at Citi
Industry Financial Services
Experience
Citi, Capital Markets Trading and Sales IT July 2005 - Present
Morgan Stanley Smith Barney June 2001 - July 2005
Fourth Technologies Inc January 2000 - June 2001
Radiant Info Systems Ltd June 1999 - December 1999
Education
Madurai Kamaraj University 1994 — 1998
Engineering, Electronics Engineering
Citi, Capital Markets Trading and Sales IT July 2005 - Present
Morgan Stanley Smith Barney June 2001 - July 2005
Fourth Technologies Inc January 2000 - June 2001
Radiant Info Systems Ltd June 1999 - December 1999
Education
Madurai Kamaraj University 1994 — 1998
Engineering, Electronics Engineering
Todd Dudley's Morgan Stanley Smith Barney Experience July 1992 - May 2009
Job Registered Investment Advisor Representative at Raymond James Financial Services, Inc.
Industry Financial Services
Experience
Raymond James Financial Services, Inc Member FINRA/SIPC May 2009 - Present
Raymond James Financial, Inc. 1993 - 2015
Raymond James Financial, Inc. 1993 - 2015
Raymond James Financial, Inc. 1993 - 2015
Morgan Stanley Smith Barney July 1992 - May 2009
Skills
Series 7, Mutual Funds, Securities, Retirement Planning, Investments, Wealth Accumulation, Series 63, Investment Advisory, Fixed Annuities, Financial Advisory, FINRA, Bonds, Management, Stocks, Trading, Wealth Management, 401k, Wealth Management..., Series 65, Small Business, Options, Uniform Combined State..., Retirement, Asset Allocation, ETFs
Education
Marshall University
Bachelor of Business Administration (B.B.A.)
Raymond James Financial Services, Inc Member FINRA/SIPC May 2009 - Present
Raymond James Financial, Inc. 1993 - 2015
Raymond James Financial, Inc. 1993 - 2015
Raymond James Financial, Inc. 1993 - 2015
Morgan Stanley Smith Barney July 1992 - May 2009
Skills
Series 7, Mutual Funds, Securities, Retirement Planning, Investments, Wealth Accumulation, Series 63, Investment Advisory, Fixed Annuities, Financial Advisory, FINRA, Bonds, Management, Stocks, Trading, Wealth Management, 401k, Wealth Management..., Series 65, Small Business, Options, Uniform Combined State..., Retirement, Asset Allocation, ETFs
Education
Marshall University
Bachelor of Business Administration (B.B.A.)
Jessica Sisto's Morgan Stanley Smith Barney Experience January 2006 - July 2012
Job Regional Specialist Associate at Morgan Stanley Smith Barney
Industry Insurance
Experience
Morgan Stanley Smith Barney January 2006 - July 2012
American Financial Network January 2002 - August 2005
Education
Manhattan College 1998 — 2001
B.S. Arts, Corporate Communications
Morgan Stanley Smith Barney January 2006 - July 2012
American Financial Network January 2002 - August 2005
Education
Manhattan College 1998 — 2001
B.S. Arts, Corporate Communications
Chad Pinto, CFA's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley July 2013 - May 2015
Morgan Stanley June 2011 - June 2013
Morgan Stanley Smith Barney June 2010 - August 2010
Merrill Lynch Private Banking & Investment Group May 2010 - May 2010
Credit Suisse June 2009 - August 2009
Clearbrook Financial May 2008 - August 2008
Education
McGill University 2007 — 2011
BCom, Finance
Princeton High School, Princeton, NJ 2003 — 2007
Morgan Stanley July 2013 - May 2015
Morgan Stanley June 2011 - June 2013
Morgan Stanley Smith Barney June 2010 - August 2010
Merrill Lynch Private Banking & Investment Group May 2010 - May 2010
Credit Suisse June 2009 - August 2009
Clearbrook Financial May 2008 - August 2008
Education
McGill University 2007 — 2011
BCom, Finance
Princeton High School, Princeton, NJ 2003 — 2007
Sharon Hanany's Morgan Stanley Smith Barney Experience October 2010 - March 2011
Job Financial Sales Advisor at BBVA Compass
Industry Financial Services
Experience
BBVA Compass May 2014 - Present
Merrill Lynch August 2011 - December 2012
Morgan Stanley Smith Barney October 2010 - March 2011
Alerio Technology Group December 2009 - August 2010
XWest-Sales Agent for Xerox January 2009 - November 2009
Skills
Series 7, Asset Managment, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Retirement, Investments, Series 63, Financial Advisory, Fixed Annuities, Equities, Investment Strategies, Strategic Financial..., Asset Allocation, Portfolio Management, Alternative Investments, Salesforce.com, Direct Sales, Securities, Insurance, Asset Management, Finance, Strategy, Financial Planning
Education
Seton Hall University 1996 — 1999
Master of Arts (MA), Communications and Marketing, 3.8 GPA
Syracuse University - Maxwell School 1986 — 1988
Bachelor of Arts, International Relations
Lycoming College 1984 — 1986
Economics, Political Science, Economics, Political Science
Lycoming College 1984 — 1986
Associate's degree, Economics
BBVA Compass May 2014 - Present
Merrill Lynch August 2011 - December 2012
Morgan Stanley Smith Barney October 2010 - March 2011
Alerio Technology Group December 2009 - August 2010
XWest-Sales Agent for Xerox January 2009 - November 2009
Skills
Series 7, Asset Managment, Mutual Funds, Wealth Management, Retirement Planning, Investment Advisory, Retirement, Investments, Series 63, Financial Advisory, Fixed Annuities, Equities, Investment Strategies, Strategic Financial..., Asset Allocation, Portfolio Management, Alternative Investments, Salesforce.com, Direct Sales, Securities, Insurance, Asset Management, Finance, Strategy, Financial Planning
Education
Seton Hall University 1996 — 1999
Master of Arts (MA), Communications and Marketing, 3.8 GPA
Syracuse University - Maxwell School 1986 — 1988
Bachelor of Arts, International Relations
Lycoming College 1984 — 1986
Economics, Political Science, Economics, Political Science
Lycoming College 1984 — 1986
Associate's degree, Economics
Wayne Ten Cate's Morgan Stanley Smith Barney Experience February 1999 - August 2000
Job Associate Engineer at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase May 2008 - Present
Bear Stearns 2006 - 2010
Hip Health Plans July 2000 - September 2005
Morgan Stanley Smith Barney February 1999 - August 2000
Bankers Trust March 1994 - September 1999
Federal Home Loan Bank of New York January 1991 - March 1994
Air France January 1984 - March 1989
Skills
Vendor Management, Risk Management, Disaster Recovery, Trading Systems, SDLC, Process Improvement, Visio, ITIL, Project Management, Data Center, Business Analysis, SharePoint, Electronic Trading, Fixed Income, IT Management, Program Management, Telecommunications, Equities, Integration, Troubleshooting
Education
University of Pennsylvania 1978 — 1982
BA, Communications, German
Ludwig-Maximilians Universität München 1980 — 1981
1 year study abroad, German Studies
JPMorgan Chase May 2008 - Present
Bear Stearns 2006 - 2010
Hip Health Plans July 2000 - September 2005
Morgan Stanley Smith Barney February 1999 - August 2000
Bankers Trust March 1994 - September 1999
Federal Home Loan Bank of New York January 1991 - March 1994
Air France January 1984 - March 1989
Skills
Vendor Management, Risk Management, Disaster Recovery, Trading Systems, SDLC, Process Improvement, Visio, ITIL, Project Management, Data Center, Business Analysis, SharePoint, Electronic Trading, Fixed Income, IT Management, Program Management, Telecommunications, Equities, Integration, Troubleshooting
Education
University of Pennsylvania 1978 — 1982
BA, Communications, German
Ludwig-Maximilians Universität München 1980 — 1981
1 year study abroad, German Studies
Joseph Jasilli's Morgan Stanley Smith Barney Experience May 2004 - December 2005
Job Senior Financial Analyst at The Jones Group Inc.
Industry Apparel & Fashion
Experience
Nine West Group February 2013 - Present
The Jones Group Inc. November 2008 - January 2013
The Jones Group Inc. June 2006 - October 2008
The Jones Group Inc. January 2006 - June 2006
Morgan Stanley Smith Barney May 2004 - December 2005
Skills
Retail, Forecasting, Financial Analysis, Inventory Management, Microsoft Excel, Financial Reporting, PowerPoint
Education
Manhattan College 2001 — 2005
Bachelor of Science (BS), Finance
Nine West Group February 2013 - Present
The Jones Group Inc. November 2008 - January 2013
The Jones Group Inc. June 2006 - October 2008
The Jones Group Inc. January 2006 - June 2006
Morgan Stanley Smith Barney May 2004 - December 2005
Skills
Retail, Forecasting, Financial Analysis, Inventory Management, Microsoft Excel, Financial Reporting, PowerPoint
Education
Manhattan College 2001 — 2005
Bachelor of Science (BS), Finance
Jennifer Dinkel's Morgan Stanley Smith Barney Experience June 2004 - August 2004
Job Vice President Credit Sales at Citi
Industry Financial Services
Experience
Citi June 2009 - June 2014
Citi Smith Barney June 2005 - June 2009
Broadview Advisors September 2004 - May 2005
Morgan Stanley Smith Barney June 2004 - August 2004
Skills
Bloomberg, Series 7, Fixed Income, Series 63, Sales, Municipal Bonds, Capital Markets
Education
Marquette University 2001 — 2005
Bachelor of Science, Business Administration - Finance and Marketing
St Viator High School
Citi June 2009 - June 2014
Citi Smith Barney June 2005 - June 2009
Broadview Advisors September 2004 - May 2005
Morgan Stanley Smith Barney June 2004 - August 2004
Skills
Bloomberg, Series 7, Fixed Income, Series 63, Sales, Municipal Bonds, Capital Markets
Education
Marquette University 2001 — 2005
Bachelor of Science, Business Administration - Finance and Marketing
St Viator High School
David Beckerman's Morgan Stanley Smith Barney Experience January 1980 - October 2014
Job Mutual Funds Operations at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 1980 - October 2014
Skills
Investments, Mutual Funds, Securities, Wealth Management, Security Operations, Customer Service, Finance
Education
Miami Dade College 1969 — 1971
Associate in Arts, Business Administration/Liberal Arts
Morgan Stanley Smith Barney January 1980 - October 2014
Skills
Investments, Mutual Funds, Securities, Wealth Management, Security Operations, Customer Service, Finance
Education
Miami Dade College 1969 — 1971
Associate in Arts, Business Administration/Liberal Arts
David Marek MBA's Morgan Stanley Smith Barney Experience August 2007 - Present
Job Sr Manager Finance at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2007 - Present
JPMorganChase October 2006 - August 2007
Time Warner Cable January 2005 - September 2006
Mediacom Communications Corporation May 2001 - December 2004
Education
Medaille College 2000 — 2000
MBA, Finance
New York State University at Buffalo
BA
Morgan Stanley Smith Barney August 2007 - Present
JPMorganChase October 2006 - August 2007
Time Warner Cable January 2005 - September 2006
Mediacom Communications Corporation May 2001 - December 2004
Education
Medaille College 2000 — 2000
MBA, Finance
New York State University at Buffalo
BA
Jennifer Bagwell's Morgan Stanley Smith Barney Experience September 1998 - September 2001
Job General Manager
Industry Hospitality
Experience
Residence Inn by Marriott Charleston Mount Pleasant May 2007 - Present
Residence Inn by Marriott Charleston Mount Pleasant May 2006 - May 2007
Residence Inn by Marriott Charleston Mount Pleasant April 2003 - November 2005
The Bombay Company October 2001 - March 2003
Morgan Stanley Smith Barney September 1998 - September 2001
Skills
Customer Service, Hospitality, Hospitality Management, Hospitality Industry, Sales, Hotel Management, Tourism, Food
Education
Mary Baldwin College 1993 — 1997
Bachelor of Arts (B.A.), Interior Design
Smithfield High School 1990 — 1993
Charlotte Catholic High School 1989 — 1990
Residence Inn by Marriott Charleston Mount Pleasant May 2007 - Present
Residence Inn by Marriott Charleston Mount Pleasant May 2006 - May 2007
Residence Inn by Marriott Charleston Mount Pleasant April 2003 - November 2005
The Bombay Company October 2001 - March 2003
Morgan Stanley Smith Barney September 1998 - September 2001
Skills
Customer Service, Hospitality, Hospitality Management, Hospitality Industry, Sales, Hotel Management, Tourism, Food
Education
Mary Baldwin College 1993 — 1997
Bachelor of Arts (B.A.), Interior Design
Smithfield High School 1990 — 1993
Charlotte Catholic High School 1989 — 1990
Nicholas J. La Banca's Morgan Stanley Smith Barney Experience September 2010 - June 2011
Job Senior Financial Analyst at Century 21 Department Stores
Industry Financial Services
Experience
Century 21 Department Stores November 2014 - Present
Tiffany & Co. December 2011 - November 2014
Monmouth University May 2011 - September 2011
Morgan Stanley Smith Barney September 2010 - June 2011
Morgan Stanley Smith Barney January 2010 - August 2010
Gilford Securities October 2008 - September 2009
Skills
Investments, Microsoft Office, Bloomberg, Equities, Mutual Funds, Leadership, PowerPoint, Microsoft Excel, Management, Wealth Management, Microsoft Word, Asset Managment, Access, Outlook, Financial Forecasting, Trend Forecasting, Capital Budgeting, Financial Variance...
Education
Monmouth University 2010 — 2012
Master of Science, Financial Mathematics
Manhattan College 2006 — 2010
Bachelors of Science, Business Administration
Century 21 Department Stores November 2014 - Present
Tiffany & Co. December 2011 - November 2014
Monmouth University May 2011 - September 2011
Morgan Stanley Smith Barney September 2010 - June 2011
Morgan Stanley Smith Barney January 2010 - August 2010
Gilford Securities October 2008 - September 2009
Skills
Investments, Microsoft Office, Bloomberg, Equities, Mutual Funds, Leadership, PowerPoint, Microsoft Excel, Management, Wealth Management, Microsoft Word, Asset Managment, Access, Outlook, Financial Forecasting, Trend Forecasting, Capital Budgeting, Financial Variance...
Education
Monmouth University 2010 — 2012
Master of Science, Financial Mathematics
Manhattan College 2006 — 2010
Bachelors of Science, Business Administration
Dan Hart, MBA's Morgan Stanley Smith Barney Experience August 1993 - December 1998
Job Senior Biopharmaceutical Representative Oncology Business Unit at Amgen
Industry Biotechnology
Experience
Amgen May 2013 - Present
Novo Nordisk A/S February 2009 - April 2013
Merck & Company, Inc. 1999 - 2009
Morgan Stanley Smith Barney August 1993 - December 1998
Skills
Diabetes, Healthcare, Pharmaceutical Sales, Endocrinology, Cardiology, Managed Care, Osteoporosis, Hypertension, Pharmaceuticals, Internal Medicine, Family Practice, Nephrology, Hospitals, Pain Management, Customer Relations, Product Launches, Medical Devices, Group Presentations, Biotechnology, Business Planning, Account Management, Strategic Planning, Mentoring, Coaching, Competitive Analysis, Business Analysis, Mathematics, Calculus, Business Statistics, Product Launch, Sales Effectiveness, Family Medicine, Pharmaceutical Industry, Sales, Rheumatology, Customer Service, OB/GYN, Sales Operations, Oncology, Hospital Sales, Buy & Bill, Urology, Market Development, Selling Skills, Capital Equipment, Clinical Trials, Dermatology, Infectious Diseases, Market Access, Gastroenterology
Education
Marist College 2002 — 2005
M.B.A, Finance
Siena College 1988 — 1992
BBA, Accounting
Amgen May 2013 - Present
Novo Nordisk A/S February 2009 - April 2013
Merck & Company, Inc. 1999 - 2009
Morgan Stanley Smith Barney August 1993 - December 1998
Skills
Diabetes, Healthcare, Pharmaceutical Sales, Endocrinology, Cardiology, Managed Care, Osteoporosis, Hypertension, Pharmaceuticals, Internal Medicine, Family Practice, Nephrology, Hospitals, Pain Management, Customer Relations, Product Launches, Medical Devices, Group Presentations, Biotechnology, Business Planning, Account Management, Strategic Planning, Mentoring, Coaching, Competitive Analysis, Business Analysis, Mathematics, Calculus, Business Statistics, Product Launch, Sales Effectiveness, Family Medicine, Pharmaceutical Industry, Sales, Rheumatology, Customer Service, OB/GYN, Sales Operations, Oncology, Hospital Sales, Buy & Bill, Urology, Market Development, Selling Skills, Capital Equipment, Clinical Trials, Dermatology, Infectious Diseases, Market Access, Gastroenterology
Education
Marist College 2002 — 2005
M.B.A, Finance
Siena College 1988 — 1992
BBA, Accounting
Shari Mellars's Morgan Stanley Smith Barney Experience July 2010 - Present
Job Vice President, Operations at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2010 - Present
Morgan Stanley Smith Barney September 2006 - May 2010
Morgan Stanley Smith Barney November 2005 - September 2006
Morgan Stanley Smith Barney April 2003 - November 2005
Morgan Stanley Smith barney April 2002 - April 2003
Morgan Stanley Smih Barney January 1999 - April 2002
Skills
Series 7, Wealth Management, Financial Services, Business Analysis, Banking, Management
Education
Mercy College
Bachelor of Arts, International Business
Morgan Stanley Smith Barney July 2010 - Present
Morgan Stanley Smith Barney September 2006 - May 2010
Morgan Stanley Smith Barney November 2005 - September 2006
Morgan Stanley Smith Barney April 2003 - November 2005
Morgan Stanley Smith barney April 2002 - April 2003
Morgan Stanley Smih Barney January 1999 - April 2002
Skills
Series 7, Wealth Management, Financial Services, Business Analysis, Banking, Management
Education
Mercy College
Bachelor of Arts, International Business
Elsa M. Ramirez's Morgan Stanley Smith Barney Experience September 2008 - December 2008
Job Assistant Vice President Latin America Division at Citi
Industry Financial Services
Experience
Citi Private Bank January 2012 - Present
Citi Private Bank July 2009 - January 2012
Manhattanville College October 2006 - May 2009
Morgan Stanley Smith Barney September 2008 - December 2008
Manhattanville College October 2006 - December 2008
Analistas Financieros Internacionales February 2008 - June 2008
Skills
Wealth Management, Business Analysis, Financial Reporting, Risk Management, Bloomberg, Credit Analysis, Banking, Capital Markets, Customer Service, Analysis, Asset Management, Bloomberg Terminal, Credit, Credit Risk, Corporate Finance, Derivatives, Due Diligence, Economics, Equities, Finance, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Latin America, Management, Microsoft Excel, Microsoft Office, Mutual Funds, Portfolio Management, Private Equity, Securities, Series 7, Strategic Financial..., Valuation
Education
Manhattanville College 2005 — 2009
Bachelor of Arts, Finance
Universidad Complutense de Madrid 2008 — 2008
Economics/ Spanish Literature
Academia Maria Reina 1999 — 2005
Citi Private Bank January 2012 - Present
Citi Private Bank July 2009 - January 2012
Manhattanville College October 2006 - May 2009
Morgan Stanley Smith Barney September 2008 - December 2008
Manhattanville College October 2006 - December 2008
Analistas Financieros Internacionales February 2008 - June 2008
Skills
Wealth Management, Business Analysis, Financial Reporting, Risk Management, Bloomberg, Credit Analysis, Banking, Capital Markets, Customer Service, Analysis, Asset Management, Bloomberg Terminal, Credit, Credit Risk, Corporate Finance, Derivatives, Due Diligence, Economics, Equities, Finance, Financial Analysis, Financial Markets, Financial Modeling, Financial Risk, Financial Services, Fixed Income, Hedge Funds, Investment Banking, Investments, Latin America, Management, Microsoft Excel, Microsoft Office, Mutual Funds, Portfolio Management, Private Equity, Securities, Series 7, Strategic Financial..., Valuation
Education
Manhattanville College 2005 — 2009
Bachelor of Arts, Finance
Universidad Complutense de Madrid 2008 — 2008
Economics/ Spanish Literature
Academia Maria Reina 1999 — 2005
Janet Allen Melnick's Morgan Stanley Smith Barney Experience January 2000 - December 2012
Job Senior Registered Client Associate at Wells Fargo Advisors LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC December 2012 - Present
Morgan Stanley Smith Barney January 2000 - December 2012
Education
Merrimack College 1971 — 1975
Bachelor of Arts (B.A.), History
DePaul High School 1967 — 1971
Wells Fargo Advisors LLC December 2012 - Present
Morgan Stanley Smith Barney January 2000 - December 2012
Education
Merrimack College 1971 — 1975
Bachelor of Arts (B.A.), History
DePaul High School 1967 — 1971
Christina Ferrelli's Morgan Stanley Smith Barney Experience August 2010 - March 2013
Job at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2014 - Present
UBS Financial Services March 2013 - Present
Morgan Stanley Smith Barney August 2010 - March 2013
Skills
Customer Service, Series 7, Series 66, Organization, Creative Problem Solving, Conflict Resolution
Education
Marist College
Bachelor's degree, Finance, General
RBC Wealth Management November 2014 - Present
UBS Financial Services March 2013 - Present
Morgan Stanley Smith Barney August 2010 - March 2013
Skills
Customer Service, Series 7, Series 66, Organization, Creative Problem Solving, Conflict Resolution
Education
Marist College
Bachelor's degree, Finance, General
Michael DiNapoli's Morgan Stanley Smith Barney Experience April 1995 - December 2012
Job Sr. Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS December 2012 - Present
Morgan Stanley Smith Barney April 1995 - December 2012
Merrill Lynch January 1992 - April 1995
Education
Manhattan College 1987 — 1991
Bachelor's degree
CBA Albany, NY 1983 — 1987
UBS December 2012 - Present
Morgan Stanley Smith Barney April 1995 - December 2012
Merrill Lynch January 1992 - April 1995
Education
Manhattan College 1987 — 1991
Bachelor's degree
CBA Albany, NY 1983 — 1987
Gabriela Sandoval-Torres's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Portfolio Associate @ Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citi March 1998 - June 2009
TIAA-CREF January 1995 - April 1998
Skills
Series 7, Bloomberg, Asset Allocation, Uniform Combined State..., Wealth Management, Fixed Income, Mutual Funds, Alternative Investments, Equities, Investment Strategies, Portfolio Management, ETFs, Securities, FINRA, Hedge Funds, Bloomberg Terminal, Bonds, Thompson One, Options, High Net Worth..., Equity Trading, Equity Research, Trading, Trading Systems, Relationship Management, FX Options, Emerging Markets, Currency, Series 63, Wealth Management..., Foreign Exchange
Education
Metropolitan College of New York - School of Business
Bachelor of Business Administration (BBA), Finance, General
Morgan Stanley Smith Barney June 2009 - Present
Citi March 1998 - June 2009
TIAA-CREF January 1995 - April 1998
Skills
Series 7, Bloomberg, Asset Allocation, Uniform Combined State..., Wealth Management, Fixed Income, Mutual Funds, Alternative Investments, Equities, Investment Strategies, Portfolio Management, ETFs, Securities, FINRA, Hedge Funds, Bloomberg Terminal, Bonds, Thompson One, Options, High Net Worth..., Equity Trading, Equity Research, Trading, Trading Systems, Relationship Management, FX Options, Emerging Markets, Currency, Series 63, Wealth Management..., Foreign Exchange
Education
Metropolitan College of New York - School of Business
Bachelor of Business Administration (BBA), Finance, General
Ben Lawson's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Underwriter at CNA Surety
Industry Insurance
Experience
CNA Surety March 2013 - Present
Shafer Insurance Agency August 2010 - March 2013
Village Green Swim Team June 2007 - August 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
PowerPoint, Underwriting, Credit, Financial Analysis, Microsoft Excel, Insurance, Risk Management, Public Speaking, Customer Service, Strategic Planning, Marketing, Team Building, Analysis, Budgets
Education
Maryville College 2006 — 2010
Bachelor of Arts, Economics, Business
Farragut High School 2002 — 2006
CNA Surety March 2013 - Present
Shafer Insurance Agency August 2010 - March 2013
Village Green Swim Team June 2007 - August 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
PowerPoint, Underwriting, Credit, Financial Analysis, Microsoft Excel, Insurance, Risk Management, Public Speaking, Customer Service, Strategic Planning, Marketing, Team Building, Analysis, Budgets
Education
Maryville College 2006 — 2010
Bachelor of Arts, Economics, Business
Farragut High School 2002 — 2006
Noah E. Rosen's Morgan Stanley Smith Barney Experience October 2009 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2009 - Present
Education
Lynn University
BS, Business
Morgan Stanley Smith Barney October 2009 - Present
Education
Lynn University
BS, Business
Neal Twomey's Morgan Stanley Smith Barney Experience Director of Financial Planning & AnalysisLoews1980 - 1997
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney Director of Financial Planning & AnalysisLoews1980 - 1997
Skills
Vendor Management, Financial Analysis, Investment Banking, Strategy, Risk Management, Financial Services, Financial Modeling, Fixed Income, Capital Markets
Education
Manhattan College
Bachelor of Science (BS), Accounting
St. John's University
Master of Business Administration (MBA), International Finance
Morgan Stanley Smith Barney Director of Financial Planning & AnalysisLoews1980 - 1997
Skills
Vendor Management, Financial Analysis, Investment Banking, Strategy, Risk Management, Financial Services, Financial Modeling, Fixed Income, Capital Markets
Education
Manhattan College
Bachelor of Science (BS), Accounting
St. John's University
Master of Business Administration (MBA), International Finance
Harold Astorquiza's Morgan Stanley Smith Barney Experience Sr. Vice President- Finiancial AdvisorUBS FinancialSeptember 2000 - August 2007
Job Sr. Vice President Portfolio Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney Sr. Vice President- Finiancial AdvisorUBS FinancialSeptember 2000 - August 2007
Morgan Stanley Smith Barney November 1990 - September 2000
Merrill Lynch June 1986 - November 1990
Education
University of South Florida 1982 — 1985
BA, Accounting & Finance
Loyola University New Orleans 1980 — 1982
Accounting
Jesuit High School Tampa Florida 1976 — 1980
Morgan Stanley Smith Barney Sr. Vice President- Finiancial AdvisorUBS FinancialSeptember 2000 - August 2007
Morgan Stanley Smith Barney November 1990 - September 2000
Merrill Lynch June 1986 - November 1990
Education
University of South Florida 1982 — 1985
BA, Accounting & Finance
Loyola University New Orleans 1980 — 1982
Accounting
Jesuit High School Tampa Florida 1976 — 1980
Carolyn Zwicker's Morgan Stanley Smith Barney Experience 1971 - 1974
Job
Industry
Experience
Ladenburg Thalmann 1978 - 1982
White Weld & Co. 1976 - 1978
Morgan Stanley Smith Barney 1971 - 1974
Skills
Public Speaking, Customer Service, Budgets, Editing, Fundraising, Strategic Planning
Education
New York Institute of Finance
RR
Manhattanville College 1967 — 1971
BA
Ladenburg Thalmann 1978 - 1982
White Weld & Co. 1976 - 1978
Morgan Stanley Smith Barney 1971 - 1974
Skills
Public Speaking, Customer Service, Budgets, Editing, Fundraising, Strategic Planning
Education
New York Institute of Finance
RR
Manhattanville College 1967 — 1971
BA
Claire Garrett's Morgan Stanley Smith Barney Experience
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney
Education
Marymount University 1987 — 1990
Master of Business Administration (MBA)
Purdue University 1979 — 1982
Bachelor of Arts (BA), Criminal Justice
Morgan Stanley Smith Barney
Education
Marymount University 1987 — 1990
Master of Business Administration (MBA)
Purdue University 1979 — 1982
Bachelor of Arts (BA), Criminal Justice
Robert Flora, CIMA®'s Morgan Stanley Smith Barney Experience January 2006 - February 2012
Job Director, Client Services at Lateef Investment Management
Industry Financial Services
Experience
Lateef Investment Management February 2012 - Present
Morgan Stanley Smith Barney January 2006 - February 2012
Legg Mason November 2000 - January 2006
T. Rowe Price July 1998 - November 2000
Education
Loyola College in Maryland 1994 — 1998
BBA, Finance
Farmingdale High School
Lateef Investment Management February 2012 - Present
Morgan Stanley Smith Barney January 2006 - February 2012
Legg Mason November 2000 - January 2006
T. Rowe Price July 1998 - November 2000
Education
Loyola College in Maryland 1994 — 1998
BBA, Finance
Farmingdale High School
Raymond Abbatepaolo's Morgan Stanley Smith Barney Experience September 1999 - Present
Job Vice President ~ Wealth Management at Morgan Stanley Smith Barney
Industry
Experience
Morgan Stanley Smith Barney September 1999 - Present
Prudential Securities September 1992 - September 1999
Education
Manhattan College 2010 — 2012
Organizational Management
Morgan Stanley Smith Barney September 1999 - Present
Prudential Securities September 1992 - September 1999
Education
Manhattan College 2010 — 2012
Organizational Management
George Wallace's Morgan Stanley Smith Barney Experience
Job Associate Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney
Skills
Management, Business Development, Strategic Partnerships, Leadership, Sales Management
Education
Marshall University
Bachelor of Business Administration (BBA), Business Administration and Management, General
St Andrews School
Morgan Stanley Smith Barney
Skills
Management, Business Development, Strategic Partnerships, Leadership, Sales Management
Education
Marshall University
Bachelor of Business Administration (BBA), Business Administration and Management, General
St Andrews School
Amy Sinton's Morgan Stanley Smith Barney Experience November 2004 - Present
Job Receptionist at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2004 - Present
Education
Lynchburg College
Marketing
Morgan Stanley Smith Barney November 2004 - Present
Education
Lynchburg College
Marketing
Amy Rastelli's Morgan Stanley Smith Barney Experience September 2002 - Present
Job Trust Officer at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2002 - Present
Merrill Lynch 1992 - September 2002
Education
Lycoming College
Bachelor of Science (BS)
Morgan Stanley Smith Barney September 2002 - Present
Merrill Lynch 1992 - September 2002
Education
Lycoming College
Bachelor of Science (BS)
Barbara Fanning's Morgan Stanley Smith Barney Experience 1993 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
The Pampered Chef May 2012 - Present
Morgan Stanley Smith Barney 1993 - 2009
Education
Marist College 1987 — 1992
Bachelor of Arts (B.A.), Communication and Media Studies
The Pampered Chef May 2012 - Present
Morgan Stanley Smith Barney 1993 - 2009
Education
Marist College 1987 — 1992
Bachelor of Arts (B.A.), Communication and Media Studies
Laura Massari's Morgan Stanley Smith Barney Experience January 2009 - May 2011
Job Financial Advisor, CFP at Axiom Capital Management
Industry Financial Services
Experience
Axiom Capital Management May 2011 - Present
Morgan Stanley Smith Barney January 2009 - May 2011
Smith Barney June 2006 - January 2009
Skills
Wealth Management, Technical Analysis, Retirement Planning, Personal Financial..., IRAs
Education
Marist College 2002 — 2006
Bachelor of Science (B.S.), Finance
Axiom Capital Management May 2011 - Present
Morgan Stanley Smith Barney January 2009 - May 2011
Smith Barney June 2006 - January 2009
Skills
Wealth Management, Technical Analysis, Retirement Planning, Personal Financial..., IRAs
Education
Marist College 2002 — 2006
Bachelor of Science (B.S.), Finance
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.