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
Joe Vezzani Joe Vezzani's Morgan Stanley Smith Barney Experience 2006 - 2007
Job User Experience Strategist at INNOCEAN USA
Industry Marketing and Advertising
Experience
INNOCEAN USA May 2015 - Present
LifeLine Response February 2014 - Present
Owens Corning February 2012 - February 2014
Draftfcb June 2008 - March 2012
Morgan Stanley Smith Barney 2006 - 2007
Skills
Sales, Finance, Business Strategy, Integrated Marketing, Microsoft Excel, Analytics, Social Media, Financial Modeling, Process Improvement, Microsoft Office, Marketing Communications, Data Analysis, Product Management, Data Modeling, Product Launch, Go-to-market Strategy, User Experience, Pricing Strategy, Collaborative Leadership, New Business Development, Strategic Planning, Management
Education
Michigan State University 2004 — 2008
BA, Finance
The Eli Broad College of Business 2004 — 2008
Bachelor of Arts, Finance
Hinsdale South High School 2000 — 2004
INNOCEAN USA May 2015 - Present
LifeLine Response February 2014 - Present
Owens Corning February 2012 - February 2014
Draftfcb June 2008 - March 2012
Morgan Stanley Smith Barney 2006 - 2007
Skills
Sales, Finance, Business Strategy, Integrated Marketing, Microsoft Excel, Analytics, Social Media, Financial Modeling, Process Improvement, Microsoft Office, Marketing Communications, Data Analysis, Product Management, Data Modeling, Product Launch, Go-to-market Strategy, User Experience, Pricing Strategy, Collaborative Leadership, New Business Development, Strategic Planning, Management
Education
Michigan State University 2004 — 2008
BA, Finance
The Eli Broad College of Business 2004 — 2008
Bachelor of Arts, Finance
Hinsdale South High School 2000 — 2004
Ann McDaniel Ann McDaniel's Morgan Stanley Smith Barney Experience December 1999 - February 2009
Job Project Manager at Calamos Investments
Industry Financial Services
Experience
Calamos Investments April 2013 - Present
Raymond James & Associates, Inc February 2009 - April 2013
Morgan Stanley Smith Barney December 1999 - February 2009
AmeriBank NA June 1998 - December 1999
Southeast Cancer Network March 1997 - May 1998
Skills
Series 7, Series 9, Series 10, Series 63, Series 66, Registered Paraplanner, Uniform Combined State..., Strategy
Education
University of Alabama 1995 — 1997
Master of Business Administration (MBA), Finance, General
Millikin University 1986 — 1990
Bachelor's Degree, Summa Cum Laude
Calamos Investments April 2013 - Present
Raymond James & Associates, Inc February 2009 - April 2013
Morgan Stanley Smith Barney December 1999 - February 2009
AmeriBank NA June 1998 - December 1999
Southeast Cancer Network March 1997 - May 1998
Skills
Series 7, Series 9, Series 10, Series 63, Series 66, Registered Paraplanner, Uniform Combined State..., Strategy
Education
University of Alabama 1995 — 1997
Master of Business Administration (MBA), Finance, General
Millikin University 1986 — 1990
Bachelor's Degree, Summa Cum Laude
Joseph Hagner's Morgan Stanley Smith Barney Experience June 2010 - January 2011
Job Regional Manager, Lord Abbett & Co. LLC
Industry Investment Management
Experience
Lord, Abbett & Co. LLC October 2014 - Present
Lord, Abbett & Co. LLC January 2013 - November 2014
Merrill Lynch February 2011 - January 2013
Morgan Stanley Smith Barney June 2010 - January 2011
Skills
Series 63, Series 7, Series 66, Mutual Funds, Investments, Asset Allocation, Separately Managed..., 401k, IRAs, Fixed Annuities, Investment Strategies, Series 65, Investment Advisory, Asset Management, Relationship Management
Education
Monmouth University 2006 — 2010
B.A., Finance, Communication
Lord, Abbett & Co. LLC October 2014 - Present
Lord, Abbett & Co. LLC January 2013 - November 2014
Merrill Lynch February 2011 - January 2013
Morgan Stanley Smith Barney June 2010 - January 2011
Skills
Series 63, Series 7, Series 66, Mutual Funds, Investments, Asset Allocation, Separately Managed..., 401k, IRAs, Fixed Annuities, Investment Strategies, Series 65, Investment Advisory, Asset Management, Relationship Management
Education
Monmouth University 2006 — 2010
B.A., Finance, Communication
Christen D. Stott's Morgan Stanley Smith Barney Experience June 2005 - January 2008
Job 1
Industry Legal Services
Experience
Western Michigan University - Thomas M. Cooley Law School September 2014 - Present
Bankruptcy/Immigration Law Firm September 2013 - December 2014
Thomas M. Cooley Law School/DMBA July 2014 - July 2014
The Dollar Law Firm December 2013 - April 2014
Best Buy October 2013 - December 2013
Randall S. Miller & Associates P.C. May 2010 - August 2013
State Appellate Defender Office January 2013 - April 2013
International Technology Academy January 2013 - April 2013
Potestivo & Associates, P.C. June 2008 - May 2010
Morgan Stanley Smith Barney June 2005 - January 2008
Skills
Customer Relations, Internal Communications, Editing, Legal Document..., Data Entry, Listening to customers, Document Review, Document Drafting, Filing, Electronic Filing, Process Improvement, Leadership, Microsoft Office, Microsoft Excel, PeopleSoft, Legal Research, Customer Service, Outlook, Time Management, PowerPoint, Event Planning, Westlaw, Legal Writing, Non-profits, Legal Documents, Critical Thinking, Courts
Education
Western Michigan University - Thomas M. Cooley Law School 2012 — 2016
Juris Doctorate (J.D.), Law
Oakland Community College 2009 — 2011
Certificate, Paralegal Studies, 3.75
Michigan State University 2000 — 2004
Bachelor of Arts, Criminal Justice
Cass Technical High School 1996 — 2000
HS Diploma, Computer Programming
Western Michigan University - Thomas M. Cooley Law School September 2014 - Present
Bankruptcy/Immigration Law Firm September 2013 - December 2014
Thomas M. Cooley Law School/DMBA July 2014 - July 2014
The Dollar Law Firm December 2013 - April 2014
Best Buy October 2013 - December 2013
Randall S. Miller & Associates P.C. May 2010 - August 2013
State Appellate Defender Office January 2013 - April 2013
International Technology Academy January 2013 - April 2013
Potestivo & Associates, P.C. June 2008 - May 2010
Morgan Stanley Smith Barney June 2005 - January 2008
Skills
Customer Relations, Internal Communications, Editing, Legal Document..., Data Entry, Listening to customers, Document Review, Document Drafting, Filing, Electronic Filing, Process Improvement, Leadership, Microsoft Office, Microsoft Excel, PeopleSoft, Legal Research, Customer Service, Outlook, Time Management, PowerPoint, Event Planning, Westlaw, Legal Writing, Non-profits, Legal Documents, Critical Thinking, Courts
Education
Western Michigan University - Thomas M. Cooley Law School 2012 — 2016
Juris Doctorate (J.D.), Law
Oakland Community College 2009 — 2011
Certificate, Paralegal Studies, 3.75
Michigan State University 2000 — 2004
Bachelor of Arts, Criminal Justice
Cass Technical High School 1996 — 2000
HS Diploma, Computer Programming
Christine Powell Christine Powell's Morgan Stanley Smith Barney Experience 1987 - 2010
Job Managing Director, Pensionmark Houston, LLC
Industry Financial Services
Experience
Pensionmark Retirement Group January 2010 - Present
Morgan Stanley Smith Barney 1987 - 2010
KPMG Advisory 1977 - 1987
William M. Mercer, Inc. 1974 - 1977
Skills
Securities, Financial Advisory, 401k, Pensions, Retirement Planning, Retirement Plan..., Defined Benefit, Investments, Profit Sharing, Alternative Investments, Employee Benefits, Strategic Financial..., Strategic Planning, Small Business, Public Speaking, Series 7, Investment Management, Customer Service, Retirement, Series 63, Mutual Funds, FINRA, Financial Services, Investment Advisory, Asset Allocation
Education
Missouri State University
BS, Mathematics
Pensionmark Retirement Group January 2010 - Present
Morgan Stanley Smith Barney 1987 - 2010
KPMG Advisory 1977 - 1987
William M. Mercer, Inc. 1974 - 1977
Skills
Securities, Financial Advisory, 401k, Pensions, Retirement Planning, Retirement Plan..., Defined Benefit, Investments, Profit Sharing, Alternative Investments, Employee Benefits, Strategic Financial..., Strategic Planning, Small Business, Public Speaking, Series 7, Investment Management, Customer Service, Retirement, Series 63, Mutual Funds, FINRA, Financial Services, Investment Advisory, Asset Allocation
Education
Missouri State University
BS, Mathematics
Chase Eckert Chase Eckert's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Associate at The Riverside Company
Industry Investment Banking
Experience
The Riverside Company August 2014 - Present
William Blair & Company July 2012 - June 2014
William Blair & Company May 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Financial Modeling, Restructuring, Financial Analysis, Valuation, Investment Banking, Corporate Finance, Bloomberg, Finance, Investments, Microsoft Office, Microsoft Excel, Capital Markets, Private Equity, PowerPoint, Due Diligence
Education
Miami University 2008 — 2012
Bachelor of Science in Business, Finance and Business Statistics, Senior
The Riverside Company August 2014 - Present
William Blair & Company July 2012 - June 2014
William Blair & Company May 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Financial Modeling, Restructuring, Financial Analysis, Valuation, Investment Banking, Corporate Finance, Bloomberg, Finance, Investments, Microsoft Office, Microsoft Excel, Capital Markets, Private Equity, PowerPoint, Due Diligence
Education
Miami University 2008 — 2012
Bachelor of Science in Business, Finance and Business Statistics, Senior
Bayley Davis's Morgan Stanley Smith Barney Experience 2008 - January 2012
Job Director, Senior Investment Specialist at ClearBridge Advisors, a Legg Mason Company
Industry Financial Services
Experience
ClearBridge Investments January 2012 - Present
Morgan Stanley Smith Barney 2008 - January 2012
Citigroup March 2007 - June 2008
Legg Mason Inc., Clearbridge Advisors group December 2005 - April 2008
Citigroup Asset Management 2000 - 2005
Salomon Smith Barney Asset Management 1996 - 1999
Shearson Lehman Asset Management October 1992 - 1995
Skills
Asset Management, Portfolio Management, Investments, Investment Strategies, Alternative Investments, Series 7, Asset Allocation, Investment Advisory, Asset Managment, Capital Markets, Series 63, Investment Management, Fixed Income, Financial Advisory, Hedge Funds, Strategy, Wealth Management, Mutual Funds, ETFs, Equities, Securities, Separately Managed..., Equity Research, Bloomberg, Trading, FINRA, Bonds, Series 24, Wealth Management..., Series 65, Equity Trading, High Net Worth..., Uniform Combined State..., Financial Services, Electronic Trading, Financial Markets, Fund Of Funds
Education
Michigan State University 1987 — 1991
Bachelor of Arts, Political Science, Economics
Christian Brothers Academy 1983 — 1987
high school degree
ClearBridge Investments January 2012 - Present
Morgan Stanley Smith Barney 2008 - January 2012
Citigroup March 2007 - June 2008
Legg Mason Inc., Clearbridge Advisors group December 2005 - April 2008
Citigroup Asset Management 2000 - 2005
Salomon Smith Barney Asset Management 1996 - 1999
Shearson Lehman Asset Management October 1992 - 1995
Skills
Asset Management, Portfolio Management, Investments, Investment Strategies, Alternative Investments, Series 7, Asset Allocation, Investment Advisory, Asset Managment, Capital Markets, Series 63, Investment Management, Fixed Income, Financial Advisory, Hedge Funds, Strategy, Wealth Management, Mutual Funds, ETFs, Equities, Securities, Separately Managed..., Equity Research, Bloomberg, Trading, FINRA, Bonds, Series 24, Wealth Management..., Series 65, Equity Trading, High Net Worth..., Uniform Combined State..., Financial Services, Electronic Trading, Financial Markets, Fund Of Funds
Education
Michigan State University 1987 — 1991
Bachelor of Arts, Political Science, Economics
Christian Brothers Academy 1983 — 1987
high school degree
Chris Sinkula's Morgan Stanley Smith Barney Experience April 1999 - September 2008
Job Senior Vice President / Investments
Industry Financial Services
Experience
Janney Montgomery Scott September 2008 - Present
Morgan Stanley Smith Barney April 1999 - September 2008
A.G. Edwards and Sons, Inc. January 1989 - April 1999
Skills
Series 7, Portfolio Management, Investment Strategies, Investment Advisory, Wealth Management..., Wealth Management, Variable Annuities, Asset Allocation, Securities, Fixed Annuities, Alternative Investments, Financial Analysis, Retirement Plans, College Savings Plans, Mutual Funds, Wealth, Long-term Care, Insurance, Series 63, Finance, Estate Planning, Investments, Retirement Planning, Management
Education
Michigan State University 1983 — 1988
Business Administration
St Monica
Janney Montgomery Scott September 2008 - Present
Morgan Stanley Smith Barney April 1999 - September 2008
A.G. Edwards and Sons, Inc. January 1989 - April 1999
Skills
Series 7, Portfolio Management, Investment Strategies, Investment Advisory, Wealth Management..., Wealth Management, Variable Annuities, Asset Allocation, Securities, Fixed Annuities, Alternative Investments, Financial Analysis, Retirement Plans, College Savings Plans, Mutual Funds, Wealth, Long-term Care, Insurance, Series 63, Finance, Estate Planning, Investments, Retirement Planning, Management
Education
Michigan State University 1983 — 1988
Business Administration
St Monica
Greg Grajek Greg Grajek's Morgan Stanley Smith Barney Experience 1983 - 2008
Job Senior Vice President, Wealth Management, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. December 2008 - Present
Morgan Stanley Smith Barney 1983 - 2008
Skills
Asset Allocation, Financial Analysis, Series 63, Securities, Risk Management, Strategic Planning, Mutual Funds, Strategy, Business Strategy, Mergers & Acquisitions, Investment Strategies, Series 65, Account Management, Sales, Start-ups, Business Planning, Separately Managed..., Retirement Planning, Team Leadership, Process Improvement, Budgets, Public Speaking, Management, Insurance, Series 6, Fixed Annuities
Education
University of Pennsylvania - The Wharton School 1999 — 2000
Advance Financial Advisor, Finance
Michigan State University 1979 — 1983
BA, Business
UBS Financial Services, Inc. December 2008 - Present
Morgan Stanley Smith Barney 1983 - 2008
Skills
Asset Allocation, Financial Analysis, Series 63, Securities, Risk Management, Strategic Planning, Mutual Funds, Strategy, Business Strategy, Mergers & Acquisitions, Investment Strategies, Series 65, Account Management, Sales, Start-ups, Business Planning, Separately Managed..., Retirement Planning, Team Leadership, Process Improvement, Budgets, Public Speaking, Management, Insurance, Series 6, Fixed Annuities
Education
University of Pennsylvania - The Wharton School 1999 — 2000
Advance Financial Advisor, Finance
Michigan State University 1979 — 1983
BA, Business
Colleen Kennedy Colleen Kennedy's Morgan Stanley Smith Barney Experience May 2008 - October 2008
Job Commercial Banking Relationship Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo August 2012 - Present
Wells Fargo February 2012 - July 2012
Wells Fargo Bank January 2009 - February 2012
Morgan Stanley Smith Barney May 2008 - October 2008
Skills
Credit, Cash Flow, Underwriting, Commercial Banking, Risk, Financial Risk, Finance, Cash Management, New Business Development, Commercial Lending, Portfolio Management, Loans, Treasury Management, Banking
Education
Michigan State University 2004 — 2008
Bachelors, Finance
Wells Fargo August 2012 - Present
Wells Fargo February 2012 - July 2012
Wells Fargo Bank January 2009 - February 2012
Morgan Stanley Smith Barney May 2008 - October 2008
Skills
Credit, Cash Flow, Underwriting, Commercial Banking, Risk, Financial Risk, Finance, Cash Management, New Business Development, Commercial Lending, Portfolio Management, Loans, Treasury Management, Banking
Education
Michigan State University 2004 — 2008
Bachelors, Finance
Paige (Pitzer) Persson's Morgan Stanley Smith Barney Experience March 2005 - April 2011
Job Senior Registered Service Associate, Writer/Blogger, Creator of House of Ginger
Industry Financial Services
Experience
Raymond James Financial Inc. April 2011 - Present
Morgan Stanley Smith Barney March 2005 - April 2011
Skills
Social Networking, Customer Service, Social Media Marketing, Microsoft Office, Portfolio Management, Blogging, Social Media, Asset Management, Marketing, Leadership, Facebook, Sales, Strategic Planning, Marketing Communications, Event Planning, Retail, Finance, Photoshop, Marketing Strategy
Education
Southwest Missouri State University 1998 — 1999
Metamora Township High School 1994 — 1998
Raymond James Financial Inc. April 2011 - Present
Morgan Stanley Smith Barney March 2005 - April 2011
Skills
Social Networking, Customer Service, Social Media Marketing, Microsoft Office, Portfolio Management, Blogging, Social Media, Asset Management, Marketing, Leadership, Facebook, Sales, Strategic Planning, Marketing Communications, Event Planning, Retail, Finance, Photoshop, Marketing Strategy
Education
Southwest Missouri State University 1998 — 1999
Metamora Township High School 1994 — 1998
David Luetkemeyer David Luetkemeyer's Morgan Stanley Smith Barney Experience 2006 - 2010
Job Vice PresidentInvestment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2010 - Present
Morgan Stanley Smith Barney 2006 - 2010
Merrill Lynch 1998 - 2006
Education
Missouri State University 1973 — 1975
Bachelor's degree, Finance, General
Missouri University of Science and Technology 1971 — 1972
Wells Fargo Advisors, LLC 2010 - Present
Morgan Stanley Smith Barney 2006 - 2010
Merrill Lynch 1998 - 2006
Education
Missouri State University 1973 — 1975
Bachelor's degree, Finance, General
Missouri University of Science and Technology 1971 — 1972
Kevin M. Worm Kevin M. Worm's Morgan Stanley Smith Barney Experience December 2010 - October 2011
Job Field Sales Manager at USHEALTH Advisors
Industry Financial Services
Experience
USHEALTH Advisors June 2013 - Present
NewDay USA February 2012 - May 2013
Morgan Stanley Smith Barney December 2010 - October 2011
Sell2DayBuy2Day, LLC January 2009 - September 2010
United Group Association February 1990 - January 2009
Skills
Management, Retirement Planning, Wealth Management, Series 7, Sales, Mutual Funds, Fixed Annuities, Banking, Insurance, Strategic Financial..., Portfolio Management, Risk Management, Investments, Employee Benefits, Underwriting
Education
Michigan State University 1983 — 1989
Bachelor of Science, Packaging Engineering
USHEALTH Advisors June 2013 - Present
NewDay USA February 2012 - May 2013
Morgan Stanley Smith Barney December 2010 - October 2011
Sell2DayBuy2Day, LLC January 2009 - September 2010
United Group Association February 1990 - January 2009
Skills
Management, Retirement Planning, Wealth Management, Series 7, Sales, Mutual Funds, Fixed Annuities, Banking, Insurance, Strategic Financial..., Portfolio Management, Risk Management, Investments, Employee Benefits, Underwriting
Education
Michigan State University 1983 — 1989
Bachelor of Science, Packaging Engineering
Mitchell Logan Mitchell Logan's Morgan Stanley Smith Barney Experience June 2011 - March 2012
Job International Merger & Acquisition Project Manager at Cardinal Health
Industry Hospital & Health Care
Experience
Cardinal Health International Merger & Acquisition Project ManagerCardinal HealthMay 2015 - Present
Modis February 2014 - May 2015
Morgan Stanley March 2012 - February 2014
Morgan Stanley Smith Barney June 2011 - March 2012
Morgan Stanley Smith Barney June 2011 - March 2012
Guangling District Investment Office August 2008 - July 2011
Morgan Stanley Smith Barney January 2010 - March 2011
Morgan Stanley Smith Barney 2011 - 2011
Hong Kong Big Bull Foreign Trade Co Ltd March 2009 - July 2009
Guangling District Investment Office August 2008 - February 2009
Skills
Call Center, Personnel Development, Microsoft Office, Research, Customer Relations, Regression Testing, Business Requirements, Software Documentation, Software Design, UAT coordination, Adobe Captivate, SnagIt, HP Quality Center, Training, BRD, Customer Service, Project Management, Quality Center, Management, Time Management, Call Centers, Microsoft Excel
Education
Miami University 2004 — 2007
Bachelor of Science, International Studies Major
Miami University 2003 — 2007
Bachelor, International Studies, Chinese, Political Science
Cardinal Health International Merger & Acquisition Project ManagerCardinal HealthMay 2015 - Present
Modis February 2014 - May 2015
Morgan Stanley March 2012 - February 2014
Morgan Stanley Smith Barney June 2011 - March 2012
Morgan Stanley Smith Barney June 2011 - March 2012
Guangling District Investment Office August 2008 - July 2011
Morgan Stanley Smith Barney January 2010 - March 2011
Morgan Stanley Smith Barney 2011 - 2011
Hong Kong Big Bull Foreign Trade Co Ltd March 2009 - July 2009
Guangling District Investment Office August 2008 - February 2009
Skills
Call Center, Personnel Development, Microsoft Office, Research, Customer Relations, Regression Testing, Business Requirements, Software Documentation, Software Design, UAT coordination, Adobe Captivate, SnagIt, HP Quality Center, Training, BRD, Customer Service, Project Management, Quality Center, Management, Time Management, Call Centers, Microsoft Excel
Education
Miami University 2004 — 2007
Bachelor of Science, International Studies Major
Miami University 2003 — 2007
Bachelor, International Studies, Chinese, Political Science
Thomas A. Seiler, WMS Thomas A. Seiler, WMS's Morgan Stanley Smith Barney Experience November 2005 - July 2011
Job The Seiler Group of Raymond James. We provide private portfolio design and implementation. Wealth is Freedom
Industry Financial Services
Experience
Raymond James July 2011 - Present
Morgan Stanley Smith Barney November 2005 - July 2011
Merrill Lynch 1990 - November 2005
Skills
Assist clients in..., Series 7, Series 8, Series 31, Series 63, Series 65, 401k, Licensed to Sell..., Alternative Investments, Annuity Sales, Asset Management, Business Loans, Business Planning, Cash Flow Analysis, Charitable Trusts, Charitable Giving, Concentrated Stock..., Equities, Estate Planning, Financial Planning, Investment Banking, Investment Portfolio..., Lines Of Credit, Mortgage Lending, Multi-generational..., Multi-generational..., Mutual Funds, Private Equity, Private SMA Managers &..., Refinance, Risk/Reward Analysis, Strategic Planning, Succession Planning, Tax-Free Bond...
Education
Montclair State University 1980 — 1984
B.S., Finance
Wilkes University 1979 — 1980
Raymond James July 2011 - Present
Morgan Stanley Smith Barney November 2005 - July 2011
Merrill Lynch 1990 - November 2005
Skills
Assist clients in..., Series 7, Series 8, Series 31, Series 63, Series 65, 401k, Licensed to Sell..., Alternative Investments, Annuity Sales, Asset Management, Business Loans, Business Planning, Cash Flow Analysis, Charitable Trusts, Charitable Giving, Concentrated Stock..., Equities, Estate Planning, Financial Planning, Investment Banking, Investment Portfolio..., Lines Of Credit, Mortgage Lending, Multi-generational..., Multi-generational..., Mutual Funds, Private Equity, Private SMA Managers &..., Refinance, Risk/Reward Analysis, Strategic Planning, Succession Planning, Tax-Free Bond...
Education
Montclair State University 1980 — 1984
B.S., Finance
Wilkes University 1979 — 1980
Elena Mischon Elena Mischon's Morgan Stanley Smith Barney Experience June 2000 - August 2012
Job Consulting Group Analyst
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2000 - August 2012
Skills
Series 7, Investments, Series 63, Series 65, Wealth Management, Financial Analysis, Alternative Investments, Financial Services, Trading, Customer Service, Bloomberg, Hedge Funds, Wealth Management..., Fund Of Funds, ETFs
Education
Midwestern State University
Master of Business Administration (M.B.A.)
St. Mary's University
Bachelor of Arts (B.A.)
Morgan Stanley Smith Barney June 2000 - August 2012
Skills
Series 7, Investments, Series 63, Series 65, Wealth Management, Financial Analysis, Alternative Investments, Financial Services, Trading, Customer Service, Bloomberg, Hedge Funds, Wealth Management..., Fund Of Funds, ETFs
Education
Midwestern State University
Master of Business Administration (M.B.A.)
St. Mary's University
Bachelor of Arts (B.A.)
Timothy Mistry Timothy Mistry's Morgan Stanley Smith Barney Experience 1999 - 2009
Job Senior Vice President Wealth Management UBS
Industry Financial Services
Experience
UBS Financial Services - The Mistry Group March 2009 - Present
Morgan Stanley Smith Barney 1999 - 2009
Skills
Alternative Investments
Education
Michigan State University
Bachelor of Arts, Political Science & Economics
UBS Financial Services - The Mistry Group March 2009 - Present
Morgan Stanley Smith Barney 1999 - 2009
Skills
Alternative Investments
Education
Michigan State University
Bachelor of Arts, Political Science & Economics
Rosario Maimone Rosario Maimone's Morgan Stanley Smith Barney Experience June 2006 - Present
Job Senior Service Rep at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2006 - Present
Skills
Equities, Securities, Mutual Funds, Investments, Back Office, Banking, Middle Office, Finance, Hedge Funds, Series 7, Series 63
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2003
Bachelor of Arts (BA), Economics, 3.0
Middlesex County College 1998 — 2001
Associate of Arts (AA), Business Administration and Management, General
Morgan Stanley Smith Barney June 2006 - Present
Skills
Equities, Securities, Mutual Funds, Investments, Back Office, Banking, Middle Office, Finance, Hedge Funds, Series 7, Series 63
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2003
Bachelor of Arts (BA), Economics, 3.0
Middlesex County College 1998 — 2001
Associate of Arts (AA), Business Administration and Management, General
Timothy Fisher, CFP Timothy Fisher, CFP's Morgan Stanley Smith Barney Experience December 2005 - April 2011
Job Managing Partner at Brendel & Fisher Wealth Management, LLC
Industry Financial Services
Experience
Brendel & Fisher Wealth Management, LLC April 2011 - Present
Morgan Stanley Smith Barney December 2005 - April 2011
Advest, Inc. November 1995 - December 2005
Skills
Wealth Management, Retirement, Strategic Financial..., Asset Allocation, Investment Advisory, Estate Planning, Portfolio Management, Retirement Planning, Mutual Funds, Alternative Investments, Financial Services, Wealth Management..., Investment Strategies, Asset Management, Long-term Care, Investments, Securities, Finance, Financial Planning, Trust and Estate..., Annuities, Long Term Care
Education
Middlebury College 1972 — 1976
BA, History
Brendel & Fisher Wealth Management, LLC April 2011 - Present
Morgan Stanley Smith Barney December 2005 - April 2011
Advest, Inc. November 1995 - December 2005
Skills
Wealth Management, Retirement, Strategic Financial..., Asset Allocation, Investment Advisory, Estate Planning, Portfolio Management, Retirement Planning, Mutual Funds, Alternative Investments, Financial Services, Wealth Management..., Investment Strategies, Asset Management, Long-term Care, Investments, Securities, Finance, Financial Planning, Trust and Estate..., Annuities, Long Term Care
Education
Middlebury College 1972 — 1976
BA, History
Andrew Bachmann's Morgan Stanley Smith Barney Experience May 2012 - June 2012
Job Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP July 2012 - Present
Morgan Stanley Smith Barney May 2012 - June 2012
First Financial Federal Credit Union January 2012 - May 2012
Monmouth University June 2010 - January 2012
Skills
Brazilian Portuguese, Spanish
Education
Monmouth University 2008 — 2012
Bloomberg LP July 2012 - Present
Morgan Stanley Smith Barney May 2012 - June 2012
First Financial Federal Credit Union January 2012 - May 2012
Monmouth University June 2010 - January 2012
Skills
Brazilian Portuguese, Spanish
Education
Monmouth University 2008 — 2012
Alexander Bauer Alexander Bauer's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Financial Analyst at Essex Crane Rental Corp.
Industry Construction
Experience
Essex Crane Rental Corp. March 2014 - Present
McGladrey June 2013 - March 2014
Phi Delta Theta Fraternity January 2010 - April 2012
North American Breweries, Inc. December 2011 - January 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Microsoft Excel, Asset Allocation, Financial Modeling, Leadership, Social Networking, Finance, Public Speaking
Education
Miami University 2009 — 2013
Bachelor of Science (BS), Finance
Essex Crane Rental Corp. March 2014 - Present
McGladrey June 2013 - March 2014
Phi Delta Theta Fraternity January 2010 - April 2012
North American Breweries, Inc. December 2011 - January 2012
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Microsoft Excel, Asset Allocation, Financial Modeling, Leadership, Social Networking, Finance, Public Speaking
Education
Miami University 2009 — 2013
Bachelor of Science (BS), Finance
Jeffrey Eagle Jeffrey Eagle's Morgan Stanley Smith Barney Experience September 1985 - November 2009
Job Director, Wealth Governance at Capital Guardian LLC
Industry Financial Services
Experience
Intracoastal Family Office 2009 - Present
Morgan Stanley Smith Barney September 1985 - November 2009
Skills
Financial Planning, Series 7, Investments, Wealth Management, Series 63, Asset Allocation, Investment Advisory, Alternative Investments, Investment Strategies, Securities, Retirement, IRAs, Estate Planning, Fixed Annuities, 401k
Education
Monmouth University 1970 — 1974
Bachelor of Arts (B.A.), Political Science and Government
Intracoastal Family Office 2009 - Present
Morgan Stanley Smith Barney September 1985 - November 2009
Skills
Financial Planning, Series 7, Investments, Wealth Management, Series 63, Asset Allocation, Investment Advisory, Alternative Investments, Investment Strategies, Securities, Retirement, IRAs, Estate Planning, Fixed Annuities, 401k
Education
Monmouth University 1970 — 1974
Bachelor of Arts (B.A.), Political Science and Government
Linda Traynham Linda Traynham's Morgan Stanley Smith Barney Experience April 1989 - Present
Job Advisory ops. at MSSB
Industry Research
Experience
MSSB April 1989 - Present
Morgan Stanley Smith Barney April 1989 - Present
Morgan Stanley Smith Barney April 1989 - Present
NYC Police Department June 1987 - March 1988
Lillian Vernon Inc January 1986 - March 1988
Vernon Devices Inc March 1985 - January 1986
Aetna Casualty & Surety Company October 1980 - February 1985
Education
Monroe College
A.A, Accounting
Monroe College
B.A, Accounting 2002
MSSB April 1989 - Present
Morgan Stanley Smith Barney April 1989 - Present
Morgan Stanley Smith Barney April 1989 - Present
NYC Police Department June 1987 - March 1988
Lillian Vernon Inc January 1986 - March 1988
Vernon Devices Inc March 1985 - January 1986
Aetna Casualty & Surety Company October 1980 - February 1985
Education
Monroe College
A.A, Accounting
Monroe College
B.A, Accounting 2002
Scott E. Polk Scott E. Polk's Morgan Stanley Smith Barney Experience January 1996 - October 2011
Job Financial Advisor Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
The Vue 2014 - 2015
Morgan Stanley Smith Barney January 1996 - October 2011
Skills
Finance, Retirement Planning
Education
Mississippi State University 1991 — 1995
Bachelors, Banking and Finance
Ameriprise Financial Services, Inc. October 2011 - Present
The Vue 2014 - 2015
Morgan Stanley Smith Barney January 1996 - October 2011
Skills
Finance, Retirement Planning
Education
Mississippi State University 1991 — 1995
Bachelors, Banking and Finance
Jonathan Fairbanks Jonathan Fairbanks's Morgan Stanley Smith Barney Experience March 2005 - Present
Job Vice President Wealth Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2005 - Present
A.G. Edwards & Sons, Inc. 1993 - 2005
Kidder Peabody 1983 - 1993
Education
Middlebury College 1977 — 1981
BA, Economics
Morgan Stanley Smith Barney March 2005 - Present
A.G. Edwards & Sons, Inc. 1993 - 2005
Kidder Peabody 1983 - 1993
Education
Middlebury College 1977 — 1981
BA, Economics
Killian Ferdine Killian Ferdine's Morgan Stanley Smith Barney Experience June 2012 - May 2014
Job Domestic Travel Agent, ASA at AAA MidAtlantic
Industry Public Relations and Communications
Experience
Kohl's Corporation June 2014 - Present
Shadow PR March 2013 - May 2014
Morgan Stanley Smith Barney June 2012 - May 2014
Kohl's Department Stores October 2010 - September 2012
Riverside Rhymes February 2012 - April 2012
Lebanon Camp and Conference Center June 2008 - September 2010
McDonald's Corporation June 2005 - May 2007
Skills
Child Development, Problem Solving, Journalism, Microsoft Office, Photo Editing, Digital Photography, Research, Creative Writing, Websites, Writing, Social Media, Close Attention to..., Social Media Marketing, Leadership, Facebook, Visual Communication, Marketing, Sales
Education
Monmouth University 2012 — 2014
Bachelor's degree, Communications: Public Relations and Journalism, Junior
Kohl's Corporation June 2014 - Present
Shadow PR March 2013 - May 2014
Morgan Stanley Smith Barney June 2012 - May 2014
Kohl's Department Stores October 2010 - September 2012
Riverside Rhymes February 2012 - April 2012
Lebanon Camp and Conference Center June 2008 - September 2010
McDonald's Corporation June 2005 - May 2007
Skills
Child Development, Problem Solving, Journalism, Microsoft Office, Photo Editing, Digital Photography, Research, Creative Writing, Websites, Writing, Social Media, Close Attention to..., Social Media Marketing, Leadership, Facebook, Visual Communication, Marketing, Sales
Education
Monmouth University 2012 — 2014
Bachelor's degree, Communications: Public Relations and Journalism, Junior
Ifeoluwapo Oshikanlu's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job Intern at Ernst & Young
Industry Accounting
Experience
Ernst & Young June 2013 - Present
Molloy College January 2013 - Present
Morgan Stanley Smith Barney May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Event Planning, Social Media, Social Networking, Private Equity, Microsoft Excel, Research, Financial Analysis, Nonprofits, Outlook, Customer Service, Management, Financial Accounting, Teamwork, Accounting, Fundraising, Leadership
Education
Molloy College 2011 — 2015
Bachelor's degree, Accounting
Ernst & Young June 2013 - Present
Molloy College January 2013 - Present
Morgan Stanley Smith Barney May 2012 - August 2012
Skills
Microsoft Office, PowerPoint, Microsoft Word, Public Speaking, Event Planning, Social Media, Social Networking, Private Equity, Microsoft Excel, Research, Financial Analysis, Nonprofits, Outlook, Customer Service, Management, Financial Accounting, Teamwork, Accounting, Fundraising, Leadership
Education
Molloy College 2011 — 2015
Bachelor's degree, Accounting
Christina Muscianesi's Morgan Stanley Smith Barney Experience 2010 - November 2012
Job Manager, Global Benefits
Industry Pharmaceuticals
Experience
Capsugel September 2015 - Present
Capsugel April 2013 - September 2015
Capsugel May 2012 - April 2013
Morgan Stanley Smith Barney 2010 - November 2012
Staybridge Suites August 2008 - June 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Event Planning, Team Leadership, Research, Team Building, Public Speaking, Social Media, Recruiting, Human Resources
Education
Monmouth University 2008 — 2012
Marketing and Information Technology
Capsugel September 2015 - Present
Capsugel April 2013 - September 2015
Capsugel May 2012 - April 2013
Morgan Stanley Smith Barney 2010 - November 2012
Staybridge Suites August 2008 - June 2011
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Event Planning, Team Leadership, Research, Team Building, Public Speaking, Social Media, Recruiting, Human Resources
Education
Monmouth University 2008 — 2012
Marketing and Information Technology
Trevor Dodds Trevor Dodds's Morgan Stanley Smith Barney Experience July 2011 - January 2013
Job Senior Associate at Investor Group Services (IGS)
Industry Financial Services
Experience
Investor Group Services (IGS) January 2014 - Present
Boston Colonials Hockey Company 2011 - Present
GL Capital Partners LLC January 2013 - December 2013
Morgan Stanley Smith Barney July 2011 - January 2013
Middlebury Solutions Group September 2010 - January 2011
Education
Middlebury College 2007 — 2011
Bachelor's degree, Economics
Investor Group Services (IGS) January 2014 - Present
Boston Colonials Hockey Company 2011 - Present
GL Capital Partners LLC January 2013 - December 2013
Morgan Stanley Smith Barney July 2011 - January 2013
Middlebury Solutions Group September 2010 - January 2011
Education
Middlebury College 2007 — 2011
Bachelor's degree, Economics
April Little April Little's Morgan Stanley Smith Barney Experience 2007 - 2009
Job Human Resources and Financial Professional seeking employment
Industry Human Resources
Experience
Las Vegas Area February 2012 - Present
Condit and Associates, LLC 2010 - 2011
Morgan Stanley Smith Barney 2007 - 2009
Michael Baker International April 2006 - October 2007
Piper Jaffray April 2001 - February 2006
Skills
Human Resources, Brokerage, Public Administration, Finance, Case Management, Recruiting, Employee Relations, Employee Benefits, Workforce Planning, Training, Personnel Management, Leadership Development, Team Building, Interviews, Business Development, Banking, Budgets, Data Entry, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Time Management, Strategic Planning, HRIS, Social Networking, Microsoft Office
Education
Webster University 2003 — 2005
Master of Arts, Public Administration/Human Resource Management, 3.82
Wayland Baptist University 2001 — 2003
Bachelor of Arts, Business Administration
Michigan State University
Las Vegas Area February 2012 - Present
Condit and Associates, LLC 2010 - 2011
Morgan Stanley Smith Barney 2007 - 2009
Michael Baker International April 2006 - October 2007
Piper Jaffray April 2001 - February 2006
Skills
Human Resources, Brokerage, Public Administration, Finance, Case Management, Recruiting, Employee Relations, Employee Benefits, Workforce Planning, Training, Personnel Management, Leadership Development, Team Building, Interviews, Business Development, Banking, Budgets, Data Entry, Customer Service, PowerPoint, Microsoft Word, Microsoft Excel, Teamwork, Time Management, Strategic Planning, HRIS, Social Networking, Microsoft Office
Education
Webster University 2003 — 2005
Master of Arts, Public Administration/Human Resource Management, 3.82
Wayland Baptist University 2001 — 2003
Bachelor of Arts, Business Administration
Michigan State University
Carol Eisman Carol Eisman's Morgan Stanley Smith Barney Experience December 1990 - Present
Job First Vice President at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 1990 - Present
Tucker Anthony May 1989 - December 1990
EF Hutton July 1983 - November 1987
Education
Middlebury College 1967 — 1970
MA
Northwestern University 1963 — 1967
BA
Morgan Stanley Smith Barney December 1990 - Present
Tucker Anthony May 1989 - December 1990
EF Hutton July 1983 - November 1987
Education
Middlebury College 1967 — 1970
MA
Northwestern University 1963 — 1967
BA
Jeffrey J. Kornegay Jeffrey J. Kornegay's Morgan Stanley Smith Barney Experience 2011 - June 2012
Job Alternative Investment Operations Associate at Brown Advisory
Industry Financial Services
Experience
Brown Advisory June 2012 - Present
Morgan Stanley Smith Barney 2011 - June 2012
JPMorgan & Co. 2006 - 2010
JPMorgan & Co. October 2006 - December 2007
Thomson Reuters August 2001 - October 2006
Skills
Private Equity, Venture Capital, Alternative Assets, Financial Planning and..., Financial Document..., Meeting Coordination, General Operations..., Strategic Planning and..., Continuous Process..., Microsoft Office Suite, Investran (Sungard), PrivateI, FrontInvest (eFront), Private Equity Software...
Education
Monmouth University 1998 — 2001
Bachelor of Science, Business Administration, with Concentration in Finance
Istituto Venezia 2000 — 2000
Intermediate Italian
Pima Community College
Coursework toward Bachelor of Science, Business Administration
Brown Advisory June 2012 - Present
Morgan Stanley Smith Barney 2011 - June 2012
JPMorgan & Co. 2006 - 2010
JPMorgan & Co. October 2006 - December 2007
Thomson Reuters August 2001 - October 2006
Skills
Private Equity, Venture Capital, Alternative Assets, Financial Planning and..., Financial Document..., Meeting Coordination, General Operations..., Strategic Planning and..., Continuous Process..., Microsoft Office Suite, Investran (Sungard), PrivateI, FrontInvest (eFront), Private Equity Software...
Education
Monmouth University 1998 — 2001
Bachelor of Science, Business Administration, with Concentration in Finance
Istituto Venezia 2000 — 2000
Intermediate Italian
Pima Community College
Coursework toward Bachelor of Science, Business Administration
Alexandria Williams Alexandria Williams's Morgan Stanley Smith Barney Experience March 2010 - August 2011
Job Vice President at Merrill Edge
Industry Financial Services
Experience
Merrill Edge April 2012 - Present
Morgan Stanley Smith Barney March 2010 - August 2011
Schering-Plough June 2007 - March 2010
Schering-Plough June 2007 - January 2010
W.W. Grainger December 2005 - June 2007
Vaughn's Family Vision April 2005 - December 2005
Philip Morris October 2003 - April 2005
Pier 1 Imports December 1999 - October 2003
Education
Mississippi College 2003 — 2005
MBA, Business Administration
University of Alabama 1999 — 2002
B.S., Management/ Small Business
Merrill Edge April 2012 - Present
Morgan Stanley Smith Barney March 2010 - August 2011
Schering-Plough June 2007 - March 2010
Schering-Plough June 2007 - January 2010
W.W. Grainger December 2005 - June 2007
Vaughn's Family Vision April 2005 - December 2005
Philip Morris October 2003 - April 2005
Pier 1 Imports December 1999 - October 2003
Education
Mississippi College 2003 — 2005
MBA, Business Administration
University of Alabama 1999 — 2002
B.S., Management/ Small Business
Eric Huntley Eric Huntley's Morgan Stanley Smith Barney Experience August 2011 - February 2012
Job Assistant Vice President Portfolio Relationship Manager II at U.S. Trust
Industry Investment Management
Experience
U.S. Trust February 2014 - Present
Bank of America / Merrill Lynch March 2012 - February 2014
Morgan Stanley Smith Barney August 2011 - February 2012
Northern Trust June 2009 - August 2011
Northern Trust August 2005 - August 2011
Northern Trust March 2006 - June 2009
Northern Trust March 2006 - June 2009
Education
Missouri State University 1998 — 2001
General Business, Business
U.S. Trust February 2014 - Present
Bank of America / Merrill Lynch March 2012 - February 2014
Morgan Stanley Smith Barney August 2011 - February 2012
Northern Trust June 2009 - August 2011
Northern Trust August 2005 - August 2011
Northern Trust March 2006 - June 2009
Northern Trust March 2006 - June 2009
Education
Missouri State University 1998 — 2001
General Business, Business
Derek Z. Campbell, CFP® Derek Z. Campbell, CFP®'s Morgan Stanley Smith Barney Experience 2001 - 2003
Job Vice President / Portfolio Manager at UMB Private Wealth Management
Industry Investment Management
Experience
UMB Bank 2008 - Present
BryanMark Financial Group 2006 - 2008
U.S. Trust Bank of America Private Wealth Management 2003 - 2006
Morgan Stanley Smith Barney 2001 - 2003
Prudential Financial 1998 - 2001
Skills
Portfolio Management, Investments, Wealth Management, Investment Strategies, Alternative Investments, Asset Management, Asset Allocation, Mutual Funds, Investment Management, Financial Analysis
Education
Washington University in St. Louis - Olin Business School
Master of Business Administration, Finance
Missouri State University
Bachelor of Science, Management
UMB Bank 2008 - Present
BryanMark Financial Group 2006 - 2008
U.S. Trust Bank of America Private Wealth Management 2003 - 2006
Morgan Stanley Smith Barney 2001 - 2003
Prudential Financial 1998 - 2001
Skills
Portfolio Management, Investments, Wealth Management, Investment Strategies, Alternative Investments, Asset Management, Asset Allocation, Mutual Funds, Investment Management, Financial Analysis
Education
Washington University in St. Louis - Olin Business School
Master of Business Administration, Finance
Missouri State University
Bachelor of Science, Management
Cameron Nichols's Morgan Stanley Smith Barney Experience May 2012 - February 2013
Job Group Sales Specialist at The Madison Square Garden Company
Industry Sports
Experience
The Madison Square Garden Company July 2014 - Present
The Madison Square Garden Company November 2013 - July 2014
The Madison Square Garden Company March 2013 - June 2013
Morgan Stanley Smith Barney May 2012 - February 2013
iCIMS May 2011 - September 2011
Nelligan Sports Marketing November 2008 - April 2009
Skills
Social Networking, Social Media, Marketing, Advertising, Sports, Sales Management, Microsoft Office, Cold Calling, Sales, Prospecting Skills, Archtics Ticketing..., Sales Process, Hospitality, Integrated Marketing, Press Releases, Customer Service, Public Speaking, Time Management, Leadership
Education
Monmouth University 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, GPA: 3.31
Monmouth University 2008 — 2012
Bachelor of Science in Business/Marketing Concentration, Business Marketing, GPA: 3.35
Marlboro High School 2004 — 2008
The Madison Square Garden Company July 2014 - Present
The Madison Square Garden Company November 2013 - July 2014
The Madison Square Garden Company March 2013 - June 2013
Morgan Stanley Smith Barney May 2012 - February 2013
iCIMS May 2011 - September 2011
Nelligan Sports Marketing November 2008 - April 2009
Skills
Social Networking, Social Media, Marketing, Advertising, Sports, Sales Management, Microsoft Office, Cold Calling, Sales, Prospecting Skills, Archtics Ticketing..., Sales Process, Hospitality, Integrated Marketing, Press Releases, Customer Service, Public Speaking, Time Management, Leadership
Education
Monmouth University 2012 — 2013
Master of Business Administration (M.B.A.), Business Administration, Management and Operations, GPA: 3.31
Monmouth University 2008 — 2012
Bachelor of Science in Business/Marketing Concentration, Business Marketing, GPA: 3.35
Marlboro High School 2004 — 2008
Susan Quintin's Morgan Stanley Smith Barney Experience April 2010 - November 2010
Job Director, Product Development and Implementation at FTSE Russell
Industry Financial Services
Experience
FTSE Russell December 2014 - Present
Russell Investments June 2012 - January 2015
Russell Investments November 2010 - June 2012
Morgan Stanley Smith Barney April 2010 - November 2010
MSCI Barra January 2006 - May 2010
ING U.S. Financial Services 2004 - 2005
ING U.S. Financial Services 2003 - 2004
ING 2002 - 2003
Ogilvy Public Relations Worldwide January 1998 - January 1999
Skills
Product Management, Fixed Income, Equities, Product Development, Management, Strategy, Business Development, Team Management, Investments, Marketing Strategy
Education
Thunderbird School of Global Management
Master of Business Administration, International Management
Middlebury College
Bachelor of Arts, International Studies
Middlebury Language School
French
FTSE Russell December 2014 - Present
Russell Investments June 2012 - January 2015
Russell Investments November 2010 - June 2012
Morgan Stanley Smith Barney April 2010 - November 2010
MSCI Barra January 2006 - May 2010
ING U.S. Financial Services 2004 - 2005
ING U.S. Financial Services 2003 - 2004
ING 2002 - 2003
Ogilvy Public Relations Worldwide January 1998 - January 1999
Skills
Product Management, Fixed Income, Equities, Product Development, Management, Strategy, Business Development, Team Management, Investments, Marketing Strategy
Education
Thunderbird School of Global Management
Master of Business Administration, International Management
Middlebury College
Bachelor of Arts, International Studies
Middlebury Language School
French
Steven Junk Steven Junk's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Sales Consultant | Johnson & Johnson Depuy Synthes
Industry Medical Devices
Experience
Johnson & Johnson - Depuy Synthes September 2015 - Present
Stryker January 2013 - Present
Stryker March 2012 - January 2013
Stanley Black & Decker , Inc. January 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Marketing Strategy, Sales, Sales Operations, Management, Marketing
Education
Miami University 2006 — 2010
Bachelor of Science, Business-Marketing
Miami University Dolibois European Center (MUDEC) 2009 — 2009
Johnson & Johnson - Depuy Synthes September 2015 - Present
Stryker January 2013 - Present
Stryker March 2012 - January 2013
Stanley Black & Decker , Inc. January 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Marketing Strategy, Sales, Sales Operations, Management, Marketing
Education
Miami University 2006 — 2010
Bachelor of Science, Business-Marketing
Miami University Dolibois European Center (MUDEC) 2009 — 2009
Sarah Geib Sarah Geib's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Associate at TrustCore Financial
Industry Financial Services
Experience
TrustCore Financial May 2013 - Present
Lifestyle Development May 2012 - December 2012
Four Springs Capital LLC June 2010 - March 2012
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Investments, Start-ups, Financial Analysis, Valuation, Asset Management, Real Estate Economics, Real Estate, Leases, Asset Managment, Sales Management, Brokerage, Investment Properties, Sales
Education
Monmouth University 2006 — 2010
Finance, Internet Technology
TrustCore Financial May 2013 - Present
Lifestyle Development May 2012 - December 2012
Four Springs Capital LLC June 2010 - March 2012
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Investments, Start-ups, Financial Analysis, Valuation, Asset Management, Real Estate Economics, Real Estate, Leases, Asset Managment, Sales Management, Brokerage, Investment Properties, Sales
Education
Monmouth University 2006 — 2010
Finance, Internet Technology
Benjamin Lowy's Morgan Stanley Smith Barney Experience 2011 - 2012
Job Global Brokerage at Cushman & Wakefield
Industry Commercial Real Estate
Experience
Morgan Stanley Smith Barney 2011 - 2012
Skills
Investments, Mergers & Acquisitions, Corporate Real Estate, Brokerage, Microsoft Office, Investment Properties, Finance, Asset Management, Commercial Real Estate, Small Business, Lease Negotiations, Real Estate, Marketing, Sales, Social Networking
Education
Regents Business School - London, UK
International Business
Monmouth University
Bachelor of Science, Business, Real Estate
Morgan Stanley Smith Barney 2011 - 2012
Skills
Investments, Mergers & Acquisitions, Corporate Real Estate, Brokerage, Microsoft Office, Investment Properties, Finance, Asset Management, Commercial Real Estate, Small Business, Lease Negotiations, Real Estate, Marketing, Sales, Social Networking
Education
Regents Business School - London, UK
International Business
Monmouth University
Bachelor of Science, Business, Real Estate
Jody Tympanick's Morgan Stanley Smith Barney Experience June 2010 - July 2010
Job Global Sales Operations Manager at Trump Hotel Collection
Industry Marketing and Advertising
Experience
Trump Hotel Collection July 2015 - Present
Trump Hotel Collection August 2014 - June 2015
Maxus December 2013 - July 2014
ZenithOptimedia May 2013 - November 2013
ZenithOptimedia October 2011 - April 2013
Morgan Stanley Smith Barney June 2010 - July 2010
Skills
Media Planning, Interactive Marketing, Integrated Marketing, Advertising, CRM, Media Buying, Microsoft Excel
Education
Miami University 2007 — 2011
B.S., Marketing
Trump Hotel Collection July 2015 - Present
Trump Hotel Collection August 2014 - June 2015
Maxus December 2013 - July 2014
ZenithOptimedia May 2013 - November 2013
ZenithOptimedia October 2011 - April 2013
Morgan Stanley Smith Barney June 2010 - July 2010
Skills
Media Planning, Interactive Marketing, Integrated Marketing, Advertising, CRM, Media Buying, Microsoft Excel
Education
Miami University 2007 — 2011
B.S., Marketing
Mark Stackable Mark Stackable's Morgan Stanley Smith Barney Experience January 1993 - November 2011
Job Senior Vice President Investment Officer, The Grandview Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2011 - Present
Morgan Stanley Smith Barney January 1993 - November 2011
Skills
Strategic Investment..., Finance, Investments
Education
Michigan State University 1984 — 1987
Bachelor of Arts (B.A.), Finance with a minor in Economics
Wells Fargo Advisors, LLC November 2011 - Present
Morgan Stanley Smith Barney January 1993 - November 2011
Skills
Strategic Investment..., Finance, Investments
Education
Michigan State University 1984 — 1987
Bachelor of Arts (B.A.), Finance with a minor in Economics
Julie Vanderveen Julie Vanderveen's Morgan Stanley Smith Barney Experience 1998 - 2010
Job Executive Director, Head of Corporate Services at UBS Financial Services Inc.
Industry Financial Services
Experience
BNY Mellon June 2010 - September 2012
Morgan Stanley Smith Barney 1998 - 2010
Education
Michigan State University
Bachelor of Applied Science (B.A.Sc.)
BNY Mellon June 2010 - September 2012
Morgan Stanley Smith Barney 1998 - 2010
Education
Michigan State University
Bachelor of Applied Science (B.A.Sc.)
Jeff Votruba's Morgan Stanley Smith Barney Experience October 2009 - June 2012
Job Area Investment Manager at Fifth Third Bank
Industry Financial Services
Experience
Fifth Third Securities June 2012 - Present
Morgan Stanley Smith Barney October 2009 - June 2012
Smith Barney August 2007 - October 2009
Morgan Stanley January 2000 - August 2007
Olde Financial July 1989 - January 2000
Skills
Recruiting, Training, Financial Services, Sales Management, Series 7, Series 24, Coaching
Education
Michigan State University 1985 — 1989
Finance
Fifth Third Securities June 2012 - Present
Morgan Stanley Smith Barney October 2009 - June 2012
Smith Barney August 2007 - October 2009
Morgan Stanley January 2000 - August 2007
Olde Financial July 1989 - January 2000
Skills
Recruiting, Training, Financial Services, Sales Management, Series 7, Series 24, Coaching
Education
Michigan State University 1985 — 1989
Finance
Ozzie Carlson Ozzie Carlson's Morgan Stanley Smith Barney Experience January 1984 - December 1989
Job Owner / President Golfstruck.com
Industry E-Learning
Experience
Golfstruck, Inc. March 2010 - Present
The Bergen Record May 2000 - September 2012
Ramapo High School January 2001 - May 2012
PGA TOUR January 1995 - December 1998
CS First Boston January 1992 - December 1994
Morgan Stanley Smith Barney January 1984 - December 1989
Prudential Financial January 1979 - December 1983
Skills
Ozzie is the instructor..., Investment Banking, Sports, Marketing, Golf
Education
PGA Business School 1972 — 1975
Class "A" PGA Professional, Instruction & Pro Shop Operations
Michigan State University 1968 — 1970
Graduate Studies Education / Psychology
Oakland University 1965 — 1968
BS, Finance & Economics
U.S. Air Force Academy 1964 — 1965
Business
Golfstruck, Inc. March 2010 - Present
The Bergen Record May 2000 - September 2012
Ramapo High School January 2001 - May 2012
PGA TOUR January 1995 - December 1998
CS First Boston January 1992 - December 1994
Morgan Stanley Smith Barney January 1984 - December 1989
Prudential Financial January 1979 - December 1983
Skills
Ozzie is the instructor..., Investment Banking, Sports, Marketing, Golf
Education
PGA Business School 1972 — 1975
Class "A" PGA Professional, Instruction & Pro Shop Operations
Michigan State University 1968 — 1970
Graduate Studies Education / Psychology
Oakland University 1965 — 1968
BS, Finance & Economics
U.S. Air Force Academy 1964 — 1965
Business
Monish Verma Monish Verma's Morgan Stanley Smith Barney Experience January 1995 - February 2009
Job Senior Vice President at UBS Financial Services Inc
Industry Financial Services
Experience
UBS Financial Services, Inc. February 2009 - Present
Morgan Stanley Smith Barney January 1995 - February 2009
Education
Michigan State University 1989 — 1993
bachelors of Science in Communication Pre-law with a minor in business
UBS Financial Services, Inc. February 2009 - Present
Morgan Stanley Smith Barney January 1995 - February 2009
Education
Michigan State University 1989 — 1993
bachelors of Science in Communication Pre-law with a minor in business
Heather Crawford Heather Crawford's Morgan Stanley Smith Barney Experience August 2009 - September 2010
Job Financial Specialist at PNC
Industry Financial Services
Experience
PNC May 2013 - Present
Concord Advisors August 2011 - May 2013
Merrill Lynch July 2010 - August 2011
Morgan Stanley Smith Barney August 2009 - September 2010
Century 21 Homestar & Homestar Mortgage February 2007 - August 2009
Allied Home Mortgage Capital Corporation February 1998 - February 2007
Education
Miami University 1989 — 1992
Bachelor of Science in Business, Marketing
PNC May 2013 - Present
Concord Advisors August 2011 - May 2013
Merrill Lynch July 2010 - August 2011
Morgan Stanley Smith Barney August 2009 - September 2010
Century 21 Homestar & Homestar Mortgage February 2007 - August 2009
Allied Home Mortgage Capital Corporation February 1998 - February 2007
Education
Miami University 1989 — 1992
Bachelor of Science in Business, Marketing
Brent Peoples, WMS Brent Peoples, WMS's Morgan Stanley Smith Barney Experience August 1989 - November 1995
Job Peoples Financial Planning Group of Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates November 1995 - Present
Raymond James & Associates November 1995 - Present
Morgan Stanley Smith Barney August 1989 - November 1995
Skills
Financial Planning, Estate Planning, Investments, Portfolio Management, Retirement, Investment Advisory, Retirement Planning
Education
Miami University 1979 — 1983
BS, Finance
Leadership Brevard 2007 — 2007
Raymond James Institute Of Investment Management Consulting 2007 — 2007
IIMC, Investment Management Consultant
Kaplan University 2006 — 2006
WMS, Wealth Management Specialist
Loudonville 1976 — 1979
Raymond James & Associates November 1995 - Present
Raymond James & Associates November 1995 - Present
Morgan Stanley Smith Barney August 1989 - November 1995
Skills
Financial Planning, Estate Planning, Investments, Portfolio Management, Retirement, Investment Advisory, Retirement Planning
Education
Miami University 1979 — 1983
BS, Finance
Leadership Brevard 2007 — 2007
Raymond James Institute Of Investment Management Consulting 2007 — 2007
IIMC, Investment Management Consultant
Kaplan University 2006 — 2006
WMS, Wealth Management Specialist
Loudonville 1976 — 1979
J. Michael Stottlemyre's Morgan Stanley Smith Barney Experience March 2012 - September 2013
Job Senior Project Manager at Clean Power Finance
Industry Renewables & Environment
Experience
Clean Power Finance September 2014 - Present
U.S. Bank September 2013 - September 2014
Morgan Stanley Smith Barney March 2012 - September 2013
The Cadmus Group August 2009 - April 2012
The Clark Group January 2009 - August 2009
Association of Monterey Bay Area Governments September 2006 - May 2008
Technology Transition Corporation July 2007 - January 2008
MacMillian-Piper March 2003 - September 2005
Earth Consultants Inc September 2001 - October 2002
Skills
Environmental Management, Economic and Financial..., Financial Risk, Project Management, RE/EE Policy, Renewable Energy, Business Development, Environmental..., Climate Change, Environmental Awareness, Strategy, Energy, Proposal Writing, Economics, Sustainability, Data Analysis
Education
Monterey Institute of International Studies 2006 — 2008
MA Energy Policy & MBA, Economic and Financial Analysis, Renewable Energy Technology Evaluation, Market Analysis
Western Washington University 1997 — 2001
BS Environmental Science, Chemistry, Ecology, Biology, Climatology
Clean Power Finance September 2014 - Present
U.S. Bank September 2013 - September 2014
Morgan Stanley Smith Barney March 2012 - September 2013
The Cadmus Group August 2009 - April 2012
The Clark Group January 2009 - August 2009
Association of Monterey Bay Area Governments September 2006 - May 2008
Technology Transition Corporation July 2007 - January 2008
MacMillian-Piper March 2003 - September 2005
Earth Consultants Inc September 2001 - October 2002
Skills
Environmental Management, Economic and Financial..., Financial Risk, Project Management, RE/EE Policy, Renewable Energy, Business Development, Environmental..., Climate Change, Environmental Awareness, Strategy, Energy, Proposal Writing, Economics, Sustainability, Data Analysis
Education
Monterey Institute of International Studies 2006 — 2008
MA Energy Policy & MBA, Economic and Financial Analysis, Renewable Energy Technology Evaluation, Market Analysis
Western Washington University 1997 — 2001
BS Environmental Science, Chemistry, Ecology, Biology, Climatology
Bryan Pollak Bryan Pollak's Morgan Stanley Smith Barney Experience May 2010 - June 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2014 - Present
Merrill Edge October 2011 - November 2014
Morgan Stanley Smith Barney May 2010 - June 2011
CJS Capital Corp February 2007 - May 2010
Silver Hill Financial September 2003 - February 2007
1201 Properties Inc. February 1999 - August 2003
Atlas Mortgage Corp. April 1996 - September 2002
Education
Michigan State University 1985 — 1989
Bachelor's Degree, James Madison College, Socio-Economics
Ameriprise Financial Services, Inc. November 2014 - Present
Merrill Edge October 2011 - November 2014
Morgan Stanley Smith Barney May 2010 - June 2011
CJS Capital Corp February 2007 - May 2010
Silver Hill Financial September 2003 - February 2007
1201 Properties Inc. February 1999 - August 2003
Atlas Mortgage Corp. April 1996 - September 2002
Education
Michigan State University 1985 — 1989
Bachelor's Degree, James Madison College, Socio-Economics
Hadley Joseph's Morgan Stanley Smith Barney Experience April 2006 - May 2010
Job Market Sales Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2014 - Present
Merrill Edge November 2011 - August 2014
Morgan Stanley June 2010 - July 2011
Morgan Stanley Smith Barney April 2006 - May 2010
Smith Barney 2006 - 2010
AXA Advisors December 2000 - April 2006
The MONY Group December 2000 - 2004
American Express Financial Advisors April 2000 - December 2000
General Motors Acceptance Corporation August 1999 - April 2000
US Army September 1991 - August 1999
Skills
Mutual Funds, Investments, Portfolio Management, Financial Services, Securities, Fixed Income, Series 7, Equities, Wealth Management, Finance, Risk Management, Financial Advisory, Banking, Series 63, Asset Allocation, Asset Management, Retirement Planning, Bloomberg, Securities Lending, Bonds, Mortgage Lending, Loans, Due Diligence, Competitive Analysis, Financial Risk, Financial Analysis, Insurance, Investment Advisory, Options, Series 9/10
Education
Institute of Businesss and Finance 2003 — 2005
MSFS, Masters of Financial Services
York College, CUNY 1998 — 2000
BS, Business Administration - Finance (BS)
Monroe Community College 1994 — 1996
Associates, Business Administration
Merrill Edge August 2014 - Present
Merrill Edge November 2011 - August 2014
Morgan Stanley June 2010 - July 2011
Morgan Stanley Smith Barney April 2006 - May 2010
Smith Barney 2006 - 2010
AXA Advisors December 2000 - April 2006
The MONY Group December 2000 - 2004
American Express Financial Advisors April 2000 - December 2000
General Motors Acceptance Corporation August 1999 - April 2000
US Army September 1991 - August 1999
Skills
Mutual Funds, Investments, Portfolio Management, Financial Services, Securities, Fixed Income, Series 7, Equities, Wealth Management, Finance, Risk Management, Financial Advisory, Banking, Series 63, Asset Allocation, Asset Management, Retirement Planning, Bloomberg, Securities Lending, Bonds, Mortgage Lending, Loans, Due Diligence, Competitive Analysis, Financial Risk, Financial Analysis, Insurance, Investment Advisory, Options, Series 9/10
Education
Institute of Businesss and Finance 2003 — 2005
MSFS, Masters of Financial Services
York College, CUNY 1998 — 2000
BS, Business Administration - Finance (BS)
Monroe Community College 1994 — 1996
Associates, Business Administration
Thomas Jester II Thomas Jester II's Morgan Stanley Smith Barney Experience 1995 - May 2013
Job Senior Vice President at Chapin Davis Investments Inc.
Industry Financial Services
Experience
Chapin Davis, Inc. May 2013 - Present
Morgan Stanley Smith Barney 1995 - May 2013
Archer Daniels Midland 1991 - 1995
Skills
Family Wealth Planning..., Investment Management, Series 7, Alternative Investments, Mutual Funds, Wealth Management, Investments, Asset Management, Portfolio Management, Asset Allocation, Commodity, Retirement Planning, Equities, Securities, Series 63, Investment Advisory, Fixed Income, Strategic Financial..., Retirement, Financial Advisory, Financial Modeling, Investment Strategies, Business Development, Strategy, Separately Managed..., ETFs, FINRA, 401k
Education
Millikin University 1987 — 1991
BS, Finance
Chapin Davis, Inc. May 2013 - Present
Morgan Stanley Smith Barney 1995 - May 2013
Archer Daniels Midland 1991 - 1995
Skills
Family Wealth Planning..., Investment Management, Series 7, Alternative Investments, Mutual Funds, Wealth Management, Investments, Asset Management, Portfolio Management, Asset Allocation, Commodity, Retirement Planning, Equities, Securities, Series 63, Investment Advisory, Fixed Income, Strategic Financial..., Retirement, Financial Advisory, Financial Modeling, Investment Strategies, Business Development, Strategy, Separately Managed..., ETFs, FINRA, 401k
Education
Millikin University 1987 — 1991
BS, Finance
Steven Ideh's Morgan Stanley Smith Barney Experience January 2010 - August 2010
Job Regional Sales at Coyote Logistics
Industry Logistics and Supply Chain
Experience
Coyote Logistics September 2013 - Present
Coyote Logistics October 2010 - September 2013
Morgan Stanley Smith Barney January 2010 - August 2010
Michigan State University Finance Association May 2008 - May 2009
Skills
Accounts Payable, Marketing Strategy, Investment Advisory, Team Building, Logistics, Transportation, 3PL, Management, Freight, Account Management, Sales, Financial Analysis, Inventory Management, Microsoft Excel, Forecasting, Customer Service, Leadership, Supply Chain Management, Shipping, Supply Chain, Pricing
Education
Michigan State University 2007 — 2010
Bachelor of Arts (B.A.), Finance
Coyote Logistics September 2013 - Present
Coyote Logistics October 2010 - September 2013
Morgan Stanley Smith Barney January 2010 - August 2010
Michigan State University Finance Association May 2008 - May 2009
Skills
Accounts Payable, Marketing Strategy, Investment Advisory, Team Building, Logistics, Transportation, 3PL, Management, Freight, Account Management, Sales, Financial Analysis, Inventory Management, Microsoft Excel, Forecasting, Customer Service, Leadership, Supply Chain Management, Shipping, Supply Chain, Pricing
Education
Michigan State University 2007 — 2010
Bachelor of Arts (B.A.), Finance
Daniel Rath's Morgan Stanley Smith Barney Experience April 2011 - April 2014
Job Director, User Experience & Design
Industry Internet
Experience
Tradeweb April 2015 - Present
HUGE April 2014 - April 2015
Morgan Stanley Smith Barney April 2011 - April 2014
Publicis Modem March 2010 - April 2011
Equinox 2009 - June 2010
Razorfish 2008 - 2009
Sapient April 2003 - August 2007
Icon Nicholson September 2000 - October 2003
Arnell Group 1999 - 2000
Skills
Information Architecture, User-centered Design, Interaction Design, E-commerce, Concept Development, User Research, User Experience, User Interface Design, Brand Development, Experience Design, Mobile Devices, Creative Direction, Lean UX, Agile, Mobile Design, Product Management &..., Prototyping, Usability Testing, Project Management, Program Management, Contextual Inquiry, Conceptual Design, Strategic Vision, Team Mentoring, Data Visualization, Graphic Design, Concept Validation..., Agile Methodologies
Education
San Francisco Conservatory of Music 1996 — 1998
MM
Minnesota State University, Mankato 1990 — 1994
BMus
Tradeweb April 2015 - Present
HUGE April 2014 - April 2015
Morgan Stanley Smith Barney April 2011 - April 2014
Publicis Modem March 2010 - April 2011
Equinox 2009 - June 2010
Razorfish 2008 - 2009
Sapient April 2003 - August 2007
Icon Nicholson September 2000 - October 2003
Arnell Group 1999 - 2000
Skills
Information Architecture, User-centered Design, Interaction Design, E-commerce, Concept Development, User Research, User Experience, User Interface Design, Brand Development, Experience Design, Mobile Devices, Creative Direction, Lean UX, Agile, Mobile Design, Product Management &..., Prototyping, Usability Testing, Project Management, Program Management, Contextual Inquiry, Conceptual Design, Strategic Vision, Team Mentoring, Data Visualization, Graphic Design, Concept Validation..., Agile Methodologies
Education
San Francisco Conservatory of Music 1996 — 1998
MM
Minnesota State University, Mankato 1990 — 1994
BMus
Demie Kommatas Demie Kommatas's Morgan Stanley Smith Barney Experience July 2007 - May 2008
Job Administrative Manager at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services June 2013 - Present
UBS Financial Services January 2012 - June 2013
UBS Financial Services December 2009 - January 2012
UBS Financial Services May 2008 - October 2009
Morgan Stanley Smith Barney July 2007 - May 2008
Education
Middlebury College 2003 — 2007
BA, International Politics and Economics
Townsend Harris High School 1999 — 2003
UBS Financial Services June 2013 - Present
UBS Financial Services January 2012 - June 2013
UBS Financial Services December 2009 - January 2012
UBS Financial Services May 2008 - October 2009
Morgan Stanley Smith Barney July 2007 - May 2008
Education
Middlebury College 2003 — 2007
BA, International Politics and Economics
Townsend Harris High School 1999 — 2003
Jack Shepperly Jack Shepperly's Morgan Stanley Smith Barney Experience 2005 - 2006
Job Experienced Leader, Managed Multiple Teams, Effective Decision Maker
Industry Public Safety
Experience
Plante & Moran, PLLC 2008 - 2010
Plante Moran Financial Advisors 2008 - 2010
Morgan Stanley Smith Barney 2005 - 2006
Battle Creek Police Department 1979 - 2004
Skills
Crisis Management, Systems Analysis, Public Relations
Education
Michigan State University College of Law 1999 — 2004
Juris Doctor Cum Laude, Law
Western Michigan University 1993 — 1995
Masters Degree, Public Administration
Plante & Moran, PLLC 2008 - 2010
Plante Moran Financial Advisors 2008 - 2010
Morgan Stanley Smith Barney 2005 - 2006
Battle Creek Police Department 1979 - 2004
Skills
Crisis Management, Systems Analysis, Public Relations
Education
Michigan State University College of Law 1999 — 2004
Juris Doctor Cum Laude, Law
Western Michigan University 1993 — 1995
Masters Degree, Public Administration
Wlassowsky Alexandra Wlassowsky Alexandra's Morgan Stanley Smith Barney Experience June 1998 - February 2010
Job Director, Regional Sales Manager at Merrill Edge
Industry Financial Services
Experience
Merrill Edge July 2015 - Present
Merrill Edge January 2012 - Present
Merrill Lynch October 2010 - July 2012
Parallel Advisors July 2010 - November 2010
Morgan Stanley Smith Barney June 1998 - February 2010
Merrill Lynch September 1993 - June 1998
Skills
Financial Advisory, Alternative Investments, Wealth Management, Asset Allocation, Recruiting, Strategy, Mutual Funds, Banking, Asset Managment, Investments, Portfolio Management, New Business Development, Equities, Strategic Financial..., Capital Markets, Retirement Planning, Retirement, Financial Services, Fixed Income, Coaching, Asset Management, FINRA, Wealth Management..., Securities, Insurance, Investment Strategies, Finance, Series 63, Investment Advisory, Series 65, ETFs, Investment Management, Bonds, Relationship Management, High Net Worth..., Options, Private Banking, Wealth, Financial Markets, IRAs, Stocks, Sales, Separately Managed..., Retail Banking, Economics, Branch Management, Trading, Financial Planning, Management
Education
Middlebury Institute of International Studies at Monterey 1991 — 1993
M.A., International Policy Studies
World College West 1988 — 1991
B.A., International Business
Merrill Edge July 2015 - Present
Merrill Edge January 2012 - Present
Merrill Lynch October 2010 - July 2012
Parallel Advisors July 2010 - November 2010
Morgan Stanley Smith Barney June 1998 - February 2010
Merrill Lynch September 1993 - June 1998
Skills
Financial Advisory, Alternative Investments, Wealth Management, Asset Allocation, Recruiting, Strategy, Mutual Funds, Banking, Asset Managment, Investments, Portfolio Management, New Business Development, Equities, Strategic Financial..., Capital Markets, Retirement Planning, Retirement, Financial Services, Fixed Income, Coaching, Asset Management, FINRA, Wealth Management..., Securities, Insurance, Investment Strategies, Finance, Series 63, Investment Advisory, Series 65, ETFs, Investment Management, Bonds, Relationship Management, High Net Worth..., Options, Private Banking, Wealth, Financial Markets, IRAs, Stocks, Sales, Separately Managed..., Retail Banking, Economics, Branch Management, Trading, Financial Planning, Management
Education
Middlebury Institute of International Studies at Monterey 1991 — 1993
M.A., International Policy Studies
World College West 1988 — 1991
B.A., International Business
Courtney Pioszak Courtney Pioszak's Morgan Stanley Smith Barney Experience April 2012 - Present
Job Client Service Associate at Morgan Stanley Smith Barney
Industry Insurance
Experience
Morgan Stanley Smith Barney April 2012 - Present
Forest Financial Group, Inc. May 2007 - May 2012
Guaranteed Rate April 2006 - May 2007
Guaranteed Rate March 2004 - April 2006
Education
Michigan State University 1998 — 2003
Bachelor of Commincation Arts and Sciences
Morgan Stanley Smith Barney April 2012 - Present
Forest Financial Group, Inc. May 2007 - May 2012
Guaranteed Rate April 2006 - May 2007
Guaranteed Rate March 2004 - April 2006
Education
Michigan State University 1998 — 2003
Bachelor of Commincation Arts and Sciences
Dennis Markey Dennis Markey's Morgan Stanley Smith Barney Experience 2001 - 2004
Job
Industry Financial Services
Experience
BlackRock July 2011 - Present
PowerShares April 2010 - July 2011
PowerShares March 2006 - March 2010
Invesco Ltd. June 2008 - November 2008
Morgan Stanley 2005 - 2006
Morgan Stanley Smith Barney 2001 - 2004
Education
Michigan State University 2001 — 2004
BA
BlackRock July 2011 - Present
PowerShares April 2010 - July 2011
PowerShares March 2006 - March 2010
Invesco Ltd. June 2008 - November 2008
Morgan Stanley 2005 - 2006
Morgan Stanley Smith Barney 2001 - 2004
Education
Michigan State University 2001 — 2004
BA
Burmeister Bill Burmeister Bill's Morgan Stanley Smith Barney Experience November 2004 - June 2009
Job Gift Planning Counselor at Michigan Church Extension Fund
Industry Financial Services
Experience
Michigan Church Extension Fund July 2009 - Present
MHSAA 2000 - 2012
LCMS Foundation 2009 - 2011
Morgan Stanley Smith Barney November 2004 - June 2009
Pfizer June 2003 - July 2003
The Upjohn Company July 1975 - July 2003
Skills
Christian Development..., Public Speaking, Estate Planning, Fundraising, Gift Planning, Planned Giving, Nonprofits, Event Planning, Annual Giving, Community Outreach, Grant Writing, Volunteer Management, Stewardship, Leadership, Strategic Planning, Event Management, Public Relations, Microsoft Office, Higher Education, Leadership Development, Organizational..., Teaching, Social Media, Outlook, Program Development, Customer Service, Coaching
Education
Michigan State University 1971 — 1975
BS, Animal Science
Michigan Church Extension Fund July 2009 - Present
MHSAA 2000 - 2012
LCMS Foundation 2009 - 2011
Morgan Stanley Smith Barney November 2004 - June 2009
Pfizer June 2003 - July 2003
The Upjohn Company July 1975 - July 2003
Skills
Christian Development..., Public Speaking, Estate Planning, Fundraising, Gift Planning, Planned Giving, Nonprofits, Event Planning, Annual Giving, Community Outreach, Grant Writing, Volunteer Management, Stewardship, Leadership, Strategic Planning, Event Management, Public Relations, Microsoft Office, Higher Education, Leadership Development, Organizational..., Teaching, Social Media, Outlook, Program Development, Customer Service, Coaching
Education
Michigan State University 1971 — 1975
BS, Animal Science
Doc Dougherty Doc Dougherty's Morgan Stanley Smith Barney Experience August 1997 - August 1999
Job AV Tech/Manager
Industry Telecommunications
Experience
Southern Audio Visual August 2007 - December 2011
United Nations Headquarters August 1993 - June 2005
Morgan Stanley Smith Barney August 1997 - August 1999
Sigma Sound Studios August 1976 - August 1986
Skills
Projection, AV, Sound, Projectors, Recording, Corporate Events, Live Events, Professional Audio, Sound Reinforcement, Music Industry, Audio Engineering, Live Sound, Video Conferencing, Lighting, Multimedia, Video, Sound Design, Production Managment, Production Management
Education
Recording Institute of America 1975 — 1976
Multitrack Studio recording
Miami University 1970 — 1974
BA, History (Pre-Law)
Southern Audio Visual August 2007 - December 2011
United Nations Headquarters August 1993 - June 2005
Morgan Stanley Smith Barney August 1997 - August 1999
Sigma Sound Studios August 1976 - August 1986
Skills
Projection, AV, Sound, Projectors, Recording, Corporate Events, Live Events, Professional Audio, Sound Reinforcement, Music Industry, Audio Engineering, Live Sound, Video Conferencing, Lighting, Multimedia, Video, Sound Design, Production Managment, Production Management
Education
Recording Institute of America 1975 — 1976
Multitrack Studio recording
Miami University 1970 — 1974
BA, History (Pre-Law)
Anne Swetnam Anne Swetnam's Morgan Stanley Smith Barney Experience 1994 - 1996
Job Producer at Big Sky Digital Media, Inc.
Industry Education Management
Experience
Elk Creek Academy 2004 - Present
Big Sky Digital Media, Inc. January 1998 - Present
Morgan Stanley Smith Barney 1994 - 1996
Gradison & Company 1992 - 1994
Skills
Social Media, Non-profits, Public Relations, Copywriting, Nonprofits, Social Media Marketing, Strategic Planning
Education
Miami University 1988 — 1992
BA, Business Psychology
Elk Creek Academy 2004 - Present
Big Sky Digital Media, Inc. January 1998 - Present
Morgan Stanley Smith Barney 1994 - 1996
Gradison & Company 1992 - 1994
Skills
Social Media, Non-profits, Public Relations, Copywriting, Nonprofits, Social Media Marketing, Strategic Planning
Education
Miami University 1988 — 1992
BA, Business Psychology
Kyle Stevens, CPA's Morgan Stanley Smith Barney Experience May 2006 - July 2006
Job Senior Financial Analyst at Alliance Data
Industry Accounting
Experience
Alliance Data January 2015 - Present
DSW August 2012 - December 2014
DSW July 2011 - August 2012
Crowe Horwath LLP September 2008 - July 2011
First Miami Student Federal Credit Union September 2005 - December 2007
Morgan Stanley Smith Barney May 2006 - July 2006
Skills
Auditing, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Accounting, Finance, Financial Analysis, Internal Audit, Microsoft Excel, CPA, Risk Management, Financial Accounting, GAAP, Financial Modeling
Education
Miami University 2004 — 2008
Bachelor of Science, Accountancy
Alliance Data January 2015 - Present
DSW August 2012 - December 2014
DSW July 2011 - August 2012
Crowe Horwath LLP September 2008 - July 2011
First Miami Student Federal Credit Union September 2005 - December 2007
Morgan Stanley Smith Barney May 2006 - July 2006
Skills
Auditing, Financial Reporting, Internal Controls, Sarbanes-Oxley Act, Accounting, Finance, Financial Analysis, Internal Audit, Microsoft Excel, CPA, Risk Management, Financial Accounting, GAAP, Financial Modeling
Education
Miami University 2004 — 2008
Bachelor of Science, Accountancy
Kent Tipton, CFP®, CIMA® Kent Tipton, CFP®, CIMA®'s Morgan Stanley Smith Barney Experience October 2000 - June 2009
Job Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. June 2009 - Present
Morgan Stanley Smith Barney October 2000 - June 2009
Perrigo 1989 - 2000
Perrigo 1989 - 2000
Skills
Series 7, Retirement Planning
Education
University of Pennsylvania - The Wharton School 2009 — 2009
CIMA, Investment Management
University of Tulsa 1984 — 1986
MBA, Finance
Missouri State University 1972 — 1976
BA, Accounting
Robert W. Baird & Co. June 2009 - Present
Morgan Stanley Smith Barney October 2000 - June 2009
Perrigo 1989 - 2000
Perrigo 1989 - 2000
Skills
Series 7, Retirement Planning
Education
University of Pennsylvania - The Wharton School 2009 — 2009
CIMA, Investment Management
University of Tulsa 1984 — 1986
MBA, Finance
Missouri State University 1972 — 1976
BA, Accounting
Steven Kopf Steven Kopf's Morgan Stanley Smith Barney Experience 1983 - 2010
Job Financial Advisor & Associate Vice President at Ameriprise Financial Services, Inc
Industry Financial Services
Experience
Ameriprise Financial Services, Inc August 2010 - Present
Morgan Stanley Smith Barney 1983 - 2010
Education
Miami University
Bachelor's Degree, English Language and Literature/Letters
Ameriprise Financial Services, Inc August 2010 - Present
Morgan Stanley Smith Barney 1983 - 2010
Education
Miami University
Bachelor's Degree, English Language and Literature/Letters
Ramon Sieira Ramon Sieira's Morgan Stanley Smith Barney Experience December 2010 - October 2012
Job Retirement Account Specialist
Industry Financial Services
Experience
Morgan Stanley June 2013 - April 2015
Morgan Stanley Smith Barney December 2010 - October 2012
UBS Financial Service, Inc. June 2010 - December 2010
UBS Financial Services Inc. June 2007 - June 2010
UBS Financial Services Inc February 2006 - June 2007
UBS Financial Services Inc September 2005 - February 2006
Skills
Analysis, Data Analysis, Business Analysis, Compliance, Retirement Plans, Annuities, Mutual Funds, Corporate Finance, Accounting, Spanish, Portuguese, Estate Administration, IRAs, Retirement Planning, Fixed Annuities, Insurance, Financial Services, Access, Finance, Retirement, Securities, Asset Management, Risk Management, Equities
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2004
Bachelor, Economics, with a concentration Finance and Accounting, 3.0
Middlesex County College
Morgan Stanley June 2013 - April 2015
Morgan Stanley Smith Barney December 2010 - October 2012
UBS Financial Service, Inc. June 2010 - December 2010
UBS Financial Services Inc. June 2007 - June 2010
UBS Financial Services Inc February 2006 - June 2007
UBS Financial Services Inc September 2005 - February 2006
Skills
Analysis, Data Analysis, Business Analysis, Compliance, Retirement Plans, Annuities, Mutual Funds, Corporate Finance, Accounting, Spanish, Portuguese, Estate Administration, IRAs, Retirement Planning, Fixed Annuities, Insurance, Financial Services, Access, Finance, Retirement, Securities, Asset Management, Risk Management, Equities
Education
Rutgers, The State University of New Jersey-Newark 2000 — 2004
Bachelor, Economics, with a concentration Finance and Accounting, 3.0
Middlesex County College
Scott Zingone's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Graduate of Miami University
Industry Financial Services
Experience
Morgan Stanley June 2012 - August 2012
Morgan Stanley-Smith Barney June 2011 - August 2011
Smith Barney June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, SQL, Social Media, Public Speaking
Education
Miami University 2011 — 2015
Bachelor’s Degree, Social Psychology
Miami University 2011 — 2015
Minor, Marketing
Miami University 2011 — 2015
Minor, Supply Chain and Operations Management
Weston High School 2008 — 2011
Morgan Stanley June 2012 - August 2012
Morgan Stanley-Smith Barney June 2011 - August 2011
Smith Barney June 2010 - August 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Teamwork, SQL, Social Media, Public Speaking
Education
Miami University 2011 — 2015
Bachelor’s Degree, Social Psychology
Miami University 2011 — 2015
Minor, Marketing
Miami University 2011 — 2015
Minor, Supply Chain and Operations Management
Weston High School 2008 — 2011
Jeremy R. Klein's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Graduate Student Consultant; Private Equity & Agribusiness
Industry Financial Services
Experience
John Pappajohn Entrepreneurial Center August 2014 - Present
Summit Agricultural Group December 2014 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas June 2015 - August 2015
Northern Trust July 2013 - August 2014
Xsite Real Estate, Inc. October 2012 - July 2013
ALDI Stores January 2012 - June 2012
Miami University August 2007 - December 2011
Morgan Stanley Smith Barney May 2011 - August 2011
Adventist Health System May 2011 - August 2011
Gammonly Real Estate Development June 2010 - August 2010
Skills
Investments, Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Portfolio Management, Sales, Marketing, Customer Service, Leadership, Market Research, Bloomberg, Equities, Financial Reporting, Risk Management, Negotiation, Real Estate Development, Commercial Real Estate, Asset Management, Economics, Finance, Due Diligence
Education
University of Iowa - Henry B. Tippie College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.49
Miami University 2007 — 2011
B.S., Finance
QUT 2008 — 2008
N/A, Economics
Hinsdale Central High School 2004 — 2007
High School
John Pappajohn Entrepreneurial Center August 2014 - Present
Summit Agricultural Group December 2014 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas June 2015 - August 2015
Northern Trust July 2013 - August 2014
Xsite Real Estate, Inc. October 2012 - July 2013
ALDI Stores January 2012 - June 2012
Miami University August 2007 - December 2011
Morgan Stanley Smith Barney May 2011 - August 2011
Adventist Health System May 2011 - August 2011
Gammonly Real Estate Development June 2010 - August 2010
Skills
Investments, Financial Modeling, Financial Analysis, Valuation, Microsoft Excel, Portfolio Management, Sales, Marketing, Customer Service, Leadership, Market Research, Bloomberg, Equities, Financial Reporting, Risk Management, Negotiation, Real Estate Development, Commercial Real Estate, Asset Management, Economics, Finance, Due Diligence
Education
University of Iowa - Henry B. Tippie College of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services, 3.49
Miami University 2007 — 2011
B.S., Finance
QUT 2008 — 2008
N/A, Economics
Hinsdale Central High School 2004 — 2007
High School
Tyler Scheeler Tyler Scheeler's Morgan Stanley Smith Barney Experience June 2009 - August 2012
Job AML Compliance Manager AVP at Wells Fargo
Industry Financial Services
Experience
Wells Fargo July 2015 - Present
TCF Bank August 2014 - July 2015
TCF Bank December 2013 - July 2015
Nationstar Mortgage April 2013 - August 2013
Edward Jones Mortgage October 2012 - April 2013
Morgan Stanley Smith Barney June 2009 - August 2012
Citigroup Global Wealth Management January 2008 - June 2009
Edward Jones Mortgage 2005 - 2007
US Navy September 2000 - May 2005
Skills
USA PATRIOT Act, KYC, OFAC, Bank Secrecy Act, AML, Series 63, Risk Assessment, Securities Regulation, Sanction, Operational Risk, Internal Investigations, Regulatory Requirements, Anti Money Laundering, Securities, FINRA, Financial Regulation, Fraud, CIP, Financial Risk, Mutual Funds, Due Diligence, Series 7, Actimize, Risk Management, Fixed Income, Banking, Financial Services, Operational Risk...
Education
Minneapolis Community and Technical College 2013 — 2014
Associate's Degree, 4.0
Wells Fargo July 2015 - Present
TCF Bank August 2014 - July 2015
TCF Bank December 2013 - July 2015
Nationstar Mortgage April 2013 - August 2013
Edward Jones Mortgage October 2012 - April 2013
Morgan Stanley Smith Barney June 2009 - August 2012
Citigroup Global Wealth Management January 2008 - June 2009
Edward Jones Mortgage 2005 - 2007
US Navy September 2000 - May 2005
Skills
USA PATRIOT Act, KYC, OFAC, Bank Secrecy Act, AML, Series 63, Risk Assessment, Securities Regulation, Sanction, Operational Risk, Internal Investigations, Regulatory Requirements, Anti Money Laundering, Securities, FINRA, Financial Regulation, Fraud, CIP, Financial Risk, Mutual Funds, Due Diligence, Series 7, Actimize, Risk Management, Fixed Income, Banking, Financial Services, Operational Risk...
Education
Minneapolis Community and Technical College 2013 — 2014
Associate's Degree, 4.0
Paul Fulcher's Morgan Stanley Smith Barney Experience August 2006 - May 2007
Job Manager Oil & Product Markets at ICE
Industry Financial Services
Experience
IntercontinentalExchange, Inc. August 2011 - Present
Bloomberg August 2007 - July 2011
UBS January 2007 - May 2007
Morgan Stanley Smith Barney August 2006 - May 2007
United States Senate July 2006 - August 2006
Skills
Technical Analysis, Derivatives, Bloomberg, CQG, Crude Oil, Foreign exchange, Bloomberg Terminal, Financial Modeling, Financial Analysis
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2011
Master of Business Administration (MBA), International Finance
Middle Tennessee State University 2003 — 2007
Bachelor of Science (B.S.), Finance, Economics, Political Science
IntercontinentalExchange, Inc. August 2011 - Present
Bloomberg August 2007 - July 2011
UBS January 2007 - May 2007
Morgan Stanley Smith Barney August 2006 - May 2007
United States Senate July 2006 - August 2006
Skills
Technical Analysis, Derivatives, Bloomberg, CQG, Crude Oil, Foreign exchange, Bloomberg Terminal, Financial Modeling, Financial Analysis
Education
Saint John's University - Peter J. Tobin College of Business 2009 — 2011
Master of Business Administration (MBA), International Finance
Middle Tennessee State University 2003 — 2007
Bachelor of Science (B.S.), Finance, Economics, Political Science
Tim Barr Tim Barr's Morgan Stanley Smith Barney Experience May 2011 - July 2011
Job Senior Administrator at TMF Custom House Global Fund Services
Industry Financial Services
Experience
TMF Custom House Global Fund Services May 2015 - Present
Custom House Global Funds Services Ltd. September 2013 - Present
XPO Logistics, Inc. February 2013 - August 2013
MORGAN STANLEY, SMITH BARNEY May 2011 - July 2011
CHALLENGER, GRAY & CHRISTMAS, INC May 2011 - July 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Microsoft Word
Education
Miami University
Bachelor of Science, Political Science
TMF Custom House Global Fund Services May 2015 - Present
Custom House Global Funds Services Ltd. September 2013 - Present
XPO Logistics, Inc. February 2013 - August 2013
MORGAN STANLEY, SMITH BARNEY May 2011 - July 2011
CHALLENGER, GRAY & CHRISTMAS, INC May 2011 - July 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Social Media, Microsoft Word
Education
Miami University
Bachelor of Science, Political Science
Daniel Room Daniel Room's Morgan Stanley Smith Barney Experience January 2012 - April 2012
Job Assistant Vice President at Citi
Industry Financial Services
Experience
Citi May 2015 - Present
UBS April 2012 - May 2015
Morgan Stanley Smith Barney January 2012 - April 2012
Northwestern Mutual May 2011 - August 2011
Thomson Reuters June 2010 - August 2010
Skills
Time Management, Microsoft Office, Equities, Marketing, Finance, Sales, Risk Management, Customer Service, Leadership, Compliance, Mutual Funds, Wealth Management, Equity Trading
Education
Monmouth University 2008 — 2012
BA, Finance and Marketing
Citi May 2015 - Present
UBS April 2012 - May 2015
Morgan Stanley Smith Barney January 2012 - April 2012
Northwestern Mutual May 2011 - August 2011
Thomson Reuters June 2010 - August 2010
Skills
Time Management, Microsoft Office, Equities, Marketing, Finance, Sales, Risk Management, Customer Service, Leadership, Compliance, Mutual Funds, Wealth Management, Equity Trading
Education
Monmouth University 2008 — 2012
BA, Finance and Marketing
Blake Shepard, CRPS Blake Shepard, CRPS's Morgan Stanley Smith Barney Experience October 2010 - March 2012
Job IMBA CandidateDarla Moore School of Business
Industry Financial Services
Experience
Zavanna, LLC March 2013 - June 2014
Montana Piano January 2002 - December 2012
Morgan Stanley Smith Barney October 2010 - March 2012
Fala Idiomas February 2008 - January 2009
Skills
Financial Analysis, Insurance, Corporate Finance, Excel, Banking, Brazilian Portuguese, Spanish, Chartered Retirement..., Strategic Financial..., Financial Planning, Finance, Leadership, Strategic Planning, Research, Management, PowerPoint, Microsoft Excel, Public Speaking, Customer Service, Microsoft Office, Mutual Funds
Education
University of South Carolina - Darla Moore School of Business 2015 — 2017
Master of Business Administration (MBA)-International, Logistics, Materials, and Supply Chain Management, 3.9
University of Montana 2004 — 2007
Business Administration, Finance, Business Management
Montana State University-Bozeman 2003 — 2004
Zavanna, LLC March 2013 - June 2014
Montana Piano January 2002 - December 2012
Morgan Stanley Smith Barney October 2010 - March 2012
Fala Idiomas February 2008 - January 2009
Skills
Financial Analysis, Insurance, Corporate Finance, Excel, Banking, Brazilian Portuguese, Spanish, Chartered Retirement..., Strategic Financial..., Financial Planning, Finance, Leadership, Strategic Planning, Research, Management, PowerPoint, Microsoft Excel, Public Speaking, Customer Service, Microsoft Office, Mutual Funds
Education
University of South Carolina - Darla Moore School of Business 2015 — 2017
Master of Business Administration (MBA)-International, Logistics, Materials, and Supply Chain Management, 3.9
University of Montana 2004 — 2007
Business Administration, Finance, Business Management
Montana State University-Bozeman 2003 — 2004
Ali Rife Ali Rife's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Senior Financial Analyst at IBERIABANK
Industry Banking
Experience
IBERIABANK July 2015 - Present
IBERIABANK January 2014 - June 2015
Monsanto January 2013 - January 2014
Monsanto January 2011 - December 2012
Monsanto May 2010 - August 2010
MBS Direct January 2010 - May 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Forecasting, SAP, Financial Analysis, Budget Process, Budgets, Auditing, Sarbanes-Oxley Act, US GAAP, Cost Accounting, Financial Accounting, Variance Analysis, Six Sigma, Microsoft Office, Monthly Close, Monthly Closing, Lean Operations, Financial Reporting, Account Reconciliation, Financial Audits, Presentations, SQL, Management
Education
University of Missouri-Columbia, College of Business 2007 — 2010
International Business, Finance and Spanish
Miami University 2006 — 2007
Business Undecided
Mary Institute & St. Louis Country Day School 1998 — 2006
IBERIABANK July 2015 - Present
IBERIABANK January 2014 - June 2015
Monsanto January 2013 - January 2014
Monsanto January 2011 - December 2012
Monsanto May 2010 - August 2010
MBS Direct January 2010 - May 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Forecasting, SAP, Financial Analysis, Budget Process, Budgets, Auditing, Sarbanes-Oxley Act, US GAAP, Cost Accounting, Financial Accounting, Variance Analysis, Six Sigma, Microsoft Office, Monthly Close, Monthly Closing, Lean Operations, Financial Reporting, Account Reconciliation, Financial Audits, Presentations, SQL, Management
Education
University of Missouri-Columbia, College of Business 2007 — 2010
International Business, Finance and Spanish
Miami University 2006 — 2007
Business Undecided
Mary Institute & St. Louis Country Day School 1998 — 2006
Ben Lieberman's Morgan Stanley Smith Barney Experience May 2010 - May 2011
Job Director of Recruiting at Nvent | Big Data Talent Acquisition Specialist | Big Data Hadoop Recruitment Specialist
Industry Information Technology and Services
Experience
Nvent June 2015 - Present
Think Big, A Teradata Company September 2014 - June 2015
Think Big Analytics January 2014 - September 2014
Think Big Analytics March 2013 - June 2014
E*TRADE Financial September 2012 - February 2013
E*TRADE Financial June 2011 - August 2012
Blindsource of Bozeman Inc June 2006 - August 2011
Morgan Stanley Smith Barney May 2010 - May 2011
Bob Trailers March 2006 - September 2006
CenturyLink September 2004 - December 2005
Skills
Technical Recruiting, Talent Acquisition, Big Data Recruiting, Problem Solving, Management, Team-oriented, Business Development, Training, Sales Operations, Business Intelligence, Account Management, Leadership, Sales, Lead Generation, Customer Service, Product Management, Negotiation, CRM, Strategy, Salesforce.com, Budgets, Entrepreneurship, Call Centers, Marketing, Start-ups, Teamwork, Inside Sales, Sales Management, Hadoop, Selling, Analytics, Analysis, Call Center, General Operations, Customer Acquisition, Research, Team Oriented, Project Management, Budgeting, Sales Support, High Energy
Education
Montana State University-Bozeman 1995 — 2001
Bachelor of Science, Business Administration; Marketing Emphasis
Avon Old Farms 1991 — 1994
Nvent June 2015 - Present
Think Big, A Teradata Company September 2014 - June 2015
Think Big Analytics January 2014 - September 2014
Think Big Analytics March 2013 - June 2014
E*TRADE Financial September 2012 - February 2013
E*TRADE Financial June 2011 - August 2012
Blindsource of Bozeman Inc June 2006 - August 2011
Morgan Stanley Smith Barney May 2010 - May 2011
Bob Trailers March 2006 - September 2006
CenturyLink September 2004 - December 2005
Skills
Technical Recruiting, Talent Acquisition, Big Data Recruiting, Problem Solving, Management, Team-oriented, Business Development, Training, Sales Operations, Business Intelligence, Account Management, Leadership, Sales, Lead Generation, Customer Service, Product Management, Negotiation, CRM, Strategy, Salesforce.com, Budgets, Entrepreneurship, Call Centers, Marketing, Start-ups, Teamwork, Inside Sales, Sales Management, Hadoop, Selling, Analytics, Analysis, Call Center, General Operations, Customer Acquisition, Research, Team Oriented, Project Management, Budgeting, Sales Support, High Energy
Education
Montana State University-Bozeman 1995 — 2001
Bachelor of Science, Business Administration; Marketing Emphasis
Avon Old Farms 1991 — 1994
Kyle Braun's Morgan Stanley Smith Barney Experience May 2011 - August 2012
Job Intern Retail Sales Desk at BlackRock
Industry Higher Education
Experience
BlackRock May 2014 - August 2014
Resident Assistant August 2013 - May 2014
Ivy Funds May 2013 - August 2013
Morgan Stanley Smith Barney May 2011 - August 2012
Rockport May 2011 - August 2011
Skills
Portfolio Management, Financial Risk, Mutual Funds, Bloomberg, Investments, Financial Modeling, Equities, Financial Analysis, Valuation, Fixed Income, Asset Management, Economics, Equity Research, Bloomberg Terminal, Corporate Finance, Capital Markets, Derivatives, Investment Banking, Finance, Hedge Funds, Financial Markets
Education
Michigan State University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Birch Run High School 1997 — 2011
BlackRock May 2014 - August 2014
Resident Assistant August 2013 - May 2014
Ivy Funds May 2013 - August 2013
Morgan Stanley Smith Barney May 2011 - August 2012
Rockport May 2011 - August 2011
Skills
Portfolio Management, Financial Risk, Mutual Funds, Bloomberg, Investments, Financial Modeling, Equities, Financial Analysis, Valuation, Fixed Income, Asset Management, Economics, Equity Research, Bloomberg Terminal, Corporate Finance, Capital Markets, Derivatives, Investment Banking, Finance, Hedge Funds, Financial Markets
Education
Michigan State University 2011 — 2015
Bachelor of Arts (B.A.), Economics
Birch Run High School 1997 — 2011
Laura Bain's Morgan Stanley Smith Barney Experience January 1991 - March 1995
Job at
Industry Financial Services
Experience
AXA US May 2014 - Present
AXA Equitable October 1998 - Present
Colonial Life March 1995 - August 1997
Morgan Stanley Smith Barney January 1991 - March 1995
EF Hutton 1984 - 1991
Skills
Customer Service, Series 6, Customer Experience, Insurance, Mutual Funds, Financial Services, Call Center, Quality Monitoring, Life, Accident, Health,..., Microsoft Excel, Call Centers, Leadership, Life Insurance, Coaching, Customer Satisfaction, Team Building
Education
Midlands Technical College
Newberry High School
Newberry High School
AXA US May 2014 - Present
AXA Equitable October 1998 - Present
Colonial Life March 1995 - August 1997
Morgan Stanley Smith Barney January 1991 - March 1995
EF Hutton 1984 - 1991
Skills
Customer Service, Series 6, Customer Experience, Insurance, Mutual Funds, Financial Services, Call Center, Quality Monitoring, Life, Accident, Health,..., Microsoft Excel, Call Centers, Leadership, Life Insurance, Coaching, Customer Satisfaction, Team Building
Education
Midlands Technical College
Newberry High School
Newberry High School
Andy Wilke Andy Wilke's Morgan Stanley Smith Barney Experience January 1998 - January 2001
Job Experienced Audio Visual/Communications Sales Manager
Industry Events Services
Experience
American AVC October 2014 - Present
Exciting Events, Inc. January 2014 - March 2014
Yard Art Patio & Fireplace March 2011 - August 2013
Hospitality Partners February 2005 - October 2010
Tribune Media Services January 2001 - January 2003
Morgan Stanley Smith Barney January 1998 - January 2001
MicroAge September 1997 - March 1998
Time Warner Cable January 1991 - September 1997
Skills
Windows, Office, AT&T..., Hospitality, AV, Training, Customer Satisfaction, Budgets, Management, Event Planning, Lighting, Event Management, Telecommunications, Live Sound, Projection, Lighting Design, Hospitality Industry, Trade Shows, Corporate Events
Education
Milwaukee Area Technical College 1987 — 1990
Assocaite, Telecommunications
Milwaukee Area Technical College
Associate Degree; Certificate, Telecommunications; Business Administration, Marketing
American AVC October 2014 - Present
Exciting Events, Inc. January 2014 - March 2014
Yard Art Patio & Fireplace March 2011 - August 2013
Hospitality Partners February 2005 - October 2010
Tribune Media Services January 2001 - January 2003
Morgan Stanley Smith Barney January 1998 - January 2001
MicroAge September 1997 - March 1998
Time Warner Cable January 1991 - September 1997
Skills
Windows, Office, AT&T..., Hospitality, AV, Training, Customer Satisfaction, Budgets, Management, Event Planning, Lighting, Event Management, Telecommunications, Live Sound, Projection, Lighting Design, Hospitality Industry, Trade Shows, Corporate Events
Education
Milwaukee Area Technical College 1987 — 1990
Assocaite, Telecommunications
Milwaukee Area Technical College
Associate Degree; Certificate, Telecommunications; Business Administration, Marketing
Julie Kolesar Erikson's Morgan Stanley Smith Barney Experience October 2005 - May 2011
Job Branch Office Administrator at Edward Jones
Industry Financial Services
Experience
Edward Jones April 2011 - Present
Morgan Stanley Smith Barney October 2005 - May 2011
Wachovia, A Wells Fargo Company 2004 - 2005
Lehman Brothers 2001 - 2003
Morgan Stanley 1997 - 2001
Skills
Series 7, FINRA, Series 63, Securities, Retirement, Investments, Sales, Strategic Financial..., Uniform Combined State..., Mutual Funds, Event Planning, Marketing, Customer Service
Education
Michigan State University 1991 — 1995
BA, Marketing
St. Joseph High School 1987 — 1991
Edward Jones April 2011 - Present
Morgan Stanley Smith Barney October 2005 - May 2011
Wachovia, A Wells Fargo Company 2004 - 2005
Lehman Brothers 2001 - 2003
Morgan Stanley 1997 - 2001
Skills
Series 7, FINRA, Series 63, Securities, Retirement, Investments, Sales, Strategic Financial..., Uniform Combined State..., Mutual Funds, Event Planning, Marketing, Customer Service
Education
Michigan State University 1991 — 1995
BA, Marketing
St. Joseph High School 1987 — 1991
Nick Petrovich's Morgan Stanley Smith Barney Experience May 2010 - May 2012
Job Vice President at Schafer Cullen
Industry Financial Services
Experience
Schafer Cullen August 2014 - Present
Morgan Stanley Wealth Management May 2012 - July 2014
Morgan Stanley Smith Barney May 2010 - May 2012
Morgan Stanley Smith Barney April 2006 - April 2010
Skills
Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Uniform Combined State..., Investment Strategies, Retirement, Securities, Investment Advisory
Education
Michigan State University 2000 — 2005
BA, Economics
Waverly High School 1996 — 2000
Schafer Cullen August 2014 - Present
Morgan Stanley Wealth Management May 2012 - July 2014
Morgan Stanley Smith Barney May 2010 - May 2012
Morgan Stanley Smith Barney April 2006 - April 2010
Skills
Investments, Series 7, Mutual Funds, Series 63, Asset Allocation, Alternative Investments, Wealth Management, Portfolio Management, Retirement Planning, Asset Management, Uniform Combined State..., Investment Strategies, Retirement, Securities, Investment Advisory
Education
Michigan State University 2000 — 2005
BA, Economics
Waverly High School 1996 — 2000
Daryl Moseley Daryl Moseley's Morgan Stanley Smith Barney Experience January 2009 - May 2010
Job Associate Omnichannel Financial Planner | Moderate Bedding at Macy's
Industry Retail
Experience
Macy's May 2015 - Present
Macy's January 2015 - May 2015
Macys.com January 2014 - January 2015
Macys.com May 2012 - January 2014
Macys.com December 2011 - May 2012
Michigan House of Representatives January 2011 - May 2011
Global X Funds May 2010 - August 2010
Morgan Stanley Smith Barney January 2009 - May 2010
Skills
Financial Analysis, Data Analysis, Microsoft Excel, PowerPoint, Leadership, Microsoft Office, Marketing Strategy, Financial Modeling, Analysis, Financial Forecasting, Forecasting, Inventory Management, Access, Market Research, Management, Sales
Education
Michigan State University 2006 — 2011
B.A., Economics
Detroit Country Day School 2002 — 2006
High School
Macy's May 2015 - Present
Macy's January 2015 - May 2015
Macys.com January 2014 - January 2015
Macys.com May 2012 - January 2014
Macys.com December 2011 - May 2012
Michigan House of Representatives January 2011 - May 2011
Global X Funds May 2010 - August 2010
Morgan Stanley Smith Barney January 2009 - May 2010
Skills
Financial Analysis, Data Analysis, Microsoft Excel, PowerPoint, Leadership, Microsoft Office, Marketing Strategy, Financial Modeling, Analysis, Financial Forecasting, Forecasting, Inventory Management, Access, Market Research, Management, Sales
Education
Michigan State University 2006 — 2011
B.A., Economics
Detroit Country Day School 2002 — 2006
High School
Greg Snider, CRPC® Greg Snider, CRPC®'s Morgan Stanley Smith Barney Experience February 2008 - June 2011
Job Portfolio Manager | Founder at Ledgestone Capital Management, LLC
Industry Financial Services
Experience
Ledgestone Capital Management, LLC August 2013 - Present
Merrill Lynch June 2011 - August 2013
Morgan Stanley Smith Barney February 2008 - June 2011
Skills
Investments, Wealth Management, Estate Planning, Tactical Asset..., Alternative Investments, Life Insurance..., Business Succession..., Strategy, Financial Advisory, Wealth, Financial Analysis, Portfolio Management, Succession Planning, Leadership, Asset Management, Finance, Investment Advisory, Investment Strategies, Life Insurance, Retirement Planning, Series 7, Asset Allocation, Mutual Funds, Retirement, Returns Management
Education
Missouri State University 1999 — 2001
BS, Finance
Ledgestone Capital Management, LLC August 2013 - Present
Merrill Lynch June 2011 - August 2013
Morgan Stanley Smith Barney February 2008 - June 2011
Skills
Investments, Wealth Management, Estate Planning, Tactical Asset..., Alternative Investments, Life Insurance..., Business Succession..., Strategy, Financial Advisory, Wealth, Financial Analysis, Portfolio Management, Succession Planning, Leadership, Asset Management, Finance, Investment Advisory, Investment Strategies, Life Insurance, Retirement Planning, Series 7, Asset Allocation, Mutual Funds, Retirement, Returns Management
Education
Missouri State University 1999 — 2001
BS, Finance
Tracey Stofa Tracey Stofa's Morgan Stanley Smith Barney Experience February 2008 - June 2011
Job Complex Business Development Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2011 - Present
Morgan Stanley Smith Barney February 2008 - June 2011
Clear Channel Radio July 2005 - January 2008
CBS Radio January 1995 - March 2001
Henkel Corporation May 1991 - January 1995
PNC Bank June 1987 - May 1991
Skills
Marketing, Investments, Wealth Management, Marketing Strategy, Series 7, Sales
Education
Miami University 1983 — 1987
Morgan Stanley Wealth Management June 2011 - Present
Morgan Stanley Smith Barney February 2008 - June 2011
Clear Channel Radio July 2005 - January 2008
CBS Radio January 1995 - March 2001
Henkel Corporation May 1991 - January 1995
PNC Bank June 1987 - May 1991
Skills
Marketing, Investments, Wealth Management, Marketing Strategy, Series 7, Sales
Education
Miami University 1983 — 1987
Rachel DeLorenzo's Morgan Stanley Smith Barney Experience May 2012 - April 2013
Job Financial Analyst at Meritor
Industry Automotive
Experience
Meritor August 2015 - Present
Meritor October 2014 - August 2015
Meritor August 2014 - October 2014
Michigan State University October 2011 - April 2014
Meritor May 2013 - August 2013
Morgan Stanley Smith Barney May 2012 - April 2013
Skills
PowerPoint, Financial Analysis, Data Entry, Corporate Finance, Financial Modeling, Data Analysis, Basic Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Customer Service, Access, Critical Thinking, Teamwork, Social Media, Finance, Public Speaking, QuickBooks, Payroll, Spreadsheets, Telephone Skills, Oracle E-Business Suite, SharePoint, Outlook, Financial Accounting, Analytical Skills, Time Management, Analysis, OS X, Windows, Facebook, Social Networking, Team Leadership, Treasury Services, Presentations, Bloomberg, Cash Flow Forecasting, Account Reconciliation, General Ledger, Research, Forecasting, Financial Reporting, Process Improvement, Accounting
Education
Michigan State University 2010 — 2014
BA, Finance
Mt. Pleasant High School 2006 — 2010
Diploma
Meritor August 2015 - Present
Meritor October 2014 - August 2015
Meritor August 2014 - October 2014
Michigan State University October 2011 - April 2014
Meritor May 2013 - August 2013
Morgan Stanley Smith Barney May 2012 - April 2013
Skills
PowerPoint, Financial Analysis, Data Entry, Corporate Finance, Financial Modeling, Data Analysis, Basic Accounting, Microsoft Excel, Microsoft Word, Microsoft Office, Leadership, Customer Service, Access, Critical Thinking, Teamwork, Social Media, Finance, Public Speaking, QuickBooks, Payroll, Spreadsheets, Telephone Skills, Oracle E-Business Suite, SharePoint, Outlook, Financial Accounting, Analytical Skills, Time Management, Analysis, OS X, Windows, Facebook, Social Networking, Team Leadership, Treasury Services, Presentations, Bloomberg, Cash Flow Forecasting, Account Reconciliation, General Ledger, Research, Forecasting, Financial Reporting, Process Improvement, Accounting
Education
Michigan State University 2010 — 2014
BA, Finance
Mt. Pleasant High School 2006 — 2010
Diploma
Jarred Chamberlain's Morgan Stanley Smith Barney Experience July 2011 - January 2012
Job Investment Analyst at HRK Investments LLP
Industry Investment Management
Experience
HRK Investments LLP July 2012 - Present
Morgan Stanley Smith Barney July 2011 - January 2012
Skills
Financial Analysis, Portfolio Management, Financial Markets, Alternative Investments, Economic Research, Wealth Management, Microsoft Office, Financial Modeling, VBA for Excel
Education
CFA Institute 2012 — 2015
Minnesota State University, Moorhead 2007 — 2012
B.S., Finance, Accounting, 3.34
HRK Investments LLP July 2012 - Present
Morgan Stanley Smith Barney July 2011 - January 2012
Skills
Financial Analysis, Portfolio Management, Financial Markets, Alternative Investments, Economic Research, Wealth Management, Microsoft Office, Financial Modeling, VBA for Excel
Education
CFA Institute 2012 — 2015
Minnesota State University, Moorhead 2007 — 2012
B.S., Finance, Accounting, 3.34
Steve Sherer Steve Sherer's Morgan Stanley Smith Barney Experience May 2010 - August 2011
Job Owner at Sherer Health LLC
Industry Financial Services
Experience
Sherer Health LLC March 2013 - Present
Robertsons Publishing January 2009 - Present
JPMorgan Chase 2012 - February 2013
Insight Financial 2011 - 2012
Morgan Stanley Smith Barney May 2010 - August 2011
New Yor Athletic Club December 2008 - February 2010
Courtside Club August 2007 - December 2009
Los Gatos High School August 2007 - November 2009
Skills
Public Speaking, Customer Service, Event Planning, Sports, Wellness, Fitness, Training, Microsoft Word, Microsoft Office
Education
Michigan State University 2004 — 2005
Masters, Kinesiology
Michigan State University 2004 — 2005
Bachelor of Arts, Business and Social Science
National Academy of Sports Medicine
Certified Personal Trainer, Exercies Physiology, A
Saline
Sherer Health LLC March 2013 - Present
Robertsons Publishing January 2009 - Present
JPMorgan Chase 2012 - February 2013
Insight Financial 2011 - 2012
Morgan Stanley Smith Barney May 2010 - August 2011
New Yor Athletic Club December 2008 - February 2010
Courtside Club August 2007 - December 2009
Los Gatos High School August 2007 - November 2009
Skills
Public Speaking, Customer Service, Event Planning, Sports, Wellness, Fitness, Training, Microsoft Word, Microsoft Office
Education
Michigan State University 2004 — 2005
Masters, Kinesiology
Michigan State University 2004 — 2005
Bachelor of Arts, Business and Social Science
National Academy of Sports Medicine
Certified Personal Trainer, Exercies Physiology, A
Saline
Athena Yock-Davis, MBA Athena Yock-Davis, MBA's Morgan Stanley Smith Barney Experience 2011 - 2013
Job Resource Manager at Robert Half Management Resources
Industry Financial Services
Experience
Robert Half Management Resources December 2013 - Present
Morgan Stanley Smith Barney 2011 - 2013
Red Hawk Casino 2008 - 2010
Skills
Series 7, Series 66, Life, Accident, &..., Series 31, Investments, Uniform Combined State..., Finance, Leadership, Asset Allocation, FINRA, Wealth Management, Mutual Funds, Investment Advisory
Education
Mills College 2005 — 2007
MBA
Phillips Academy of Andover
School Year Abroad
Robert Half Management Resources December 2013 - Present
Morgan Stanley Smith Barney 2011 - 2013
Red Hawk Casino 2008 - 2010
Skills
Series 7, Series 66, Life, Accident, &..., Series 31, Investments, Uniform Combined State..., Finance, Leadership, Asset Allocation, FINRA, Wealth Management, Mutual Funds, Investment Advisory
Education
Mills College 2005 — 2007
MBA
Phillips Academy of Andover
School Year Abroad
Jason Denenberg's Morgan Stanley Smith Barney Experience November 2007 - August 2009
Job Director of Entrepreneurship at LaunchTN
Industry Government Relations
Experience
NourishWise June 2014 - Present
LaunchTN August 2012 - Present
CentreSource March 2012 - January 2014
checkd.in July 2012 - February 2013
Angel Capital Group February 2010 - May 2012
Morgan Stanley Smith Barney November 2007 - August 2009
Northwestern Mutual May 2005 - November 2007
Skills
Due Diligence, Raising Venture Capital, Investor Relations, Start-ups, Entrepreneurship, Mentoring
Education
Middle Tennessee State University 2001 — 2005
Business, Economics
Christian Academy of Knoxville 1997 — 2001
NourishWise June 2014 - Present
LaunchTN August 2012 - Present
CentreSource March 2012 - January 2014
checkd.in July 2012 - February 2013
Angel Capital Group February 2010 - May 2012
Morgan Stanley Smith Barney November 2007 - August 2009
Northwestern Mutual May 2005 - November 2007
Skills
Due Diligence, Raising Venture Capital, Investor Relations, Start-ups, Entrepreneurship, Mentoring
Education
Middle Tennessee State University 2001 — 2005
Business, Economics
Christian Academy of Knoxville 1997 — 2001
Scott Cohen's Morgan Stanley Smith Barney Experience May 2009 - August 2009
Job Creating customized financial solutions for businesses, families, and founders at Metropolitan Capital
Industry Banking
Experience
Metropolitan Capital Investment Banc September 2014 - Present
Metropolitan Capital Bank & Trust September 2014 - Present
Gerstein Fisher June 2013 - August 2014
Metropolitan Capital Investment Banc May 2011 - June 2013
Metropolitan Capital Bank & Trust July 2010 - June 2013
Audax Realty Group June 2009 - June 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Investments, Private Equity, Portfolio Management, Investment Banking, Financial Modeling, Due Diligence, Finance, Banking, Loans, Mergers, Start-ups, Entrepreneurship, Credit, Venture Capital, Analysis, Commercial Banking, Private Companies, Secondary Offerings, Pre-IPO, Employee Stock Options, Private Banking, Private stock sales
Education
Miami University 2006 — 2010
BS, Finance
Miami University- Richard T. Farmer School of Business 2006 — 2010
Bachelor of Science, Business; Finance
Mary Institute and St. Louis Country Day School 2002 — 2006
High School
Metropolitan Capital Investment Banc September 2014 - Present
Metropolitan Capital Bank & Trust September 2014 - Present
Gerstein Fisher June 2013 - August 2014
Metropolitan Capital Investment Banc May 2011 - June 2013
Metropolitan Capital Bank & Trust July 2010 - June 2013
Audax Realty Group June 2009 - June 2010
Morgan Stanley Smith Barney May 2009 - August 2009
Skills
Investments, Private Equity, Portfolio Management, Investment Banking, Financial Modeling, Due Diligence, Finance, Banking, Loans, Mergers, Start-ups, Entrepreneurship, Credit, Venture Capital, Analysis, Commercial Banking, Private Companies, Secondary Offerings, Pre-IPO, Employee Stock Options, Private Banking, Private stock sales
Education
Miami University 2006 — 2010
BS, Finance
Miami University- Richard T. Farmer School of Business 2006 — 2010
Bachelor of Science, Business; Finance
Mary Institute and St. Louis Country Day School 2002 — 2006
High School
Kyle Ebbets Kyle Ebbets's Morgan Stanley Smith Barney Experience January 2006 - November 2006
Job Senior Vice President, Consulting Group at Discovery Data
Industry Marketing and Advertising
Experience
Discovery Data, An Ipreo Company November 2006 - Present
Discovery Company January 2012 - May 2012
Discovery Company November 2006 - February 2012
Long Branch First Aid & Rescue Squad May 2005 - December 2009
Morgan Stanley Smith Barney January 2006 - November 2006
Surfrider Beach Club May 2003 - September 2006
Skills
Salesforce.com, CRM, New Business Development, Microsoft Office, Sales Presentations, Project Management, Marketing, Sales
Education
Monmouth University 2003 — 2007
B.A., Business Management
Discovery Data, An Ipreo Company November 2006 - Present
Discovery Company January 2012 - May 2012
Discovery Company November 2006 - February 2012
Long Branch First Aid & Rescue Squad May 2005 - December 2009
Morgan Stanley Smith Barney January 2006 - November 2006
Surfrider Beach Club May 2003 - September 2006
Skills
Salesforce.com, CRM, New Business Development, Microsoft Office, Sales Presentations, Project Management, Marketing, Sales
Education
Monmouth University 2003 — 2007
B.A., Business Management
Edward A. Bartlett Edward A. Bartlett's Morgan Stanley Smith Barney Experience January 2006 - September 2010
Job Financial Advisor, Senior Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC September 2010 - Present
Morgan Stanley Smith Barney January 2006 - September 2010
Wachovia, A Wells Fargo Company August 2002 - January 2006
Wheat First Butcher Singer/Wachovia Securities October 1994 - August 2002
Mark Shale 1992 - 1994
Education
Miami University 1988 — 1992
BA, Political Science
Wells Fargo Advisors, LLC September 2010 - Present
Morgan Stanley Smith Barney January 2006 - September 2010
Wachovia, A Wells Fargo Company August 2002 - January 2006
Wheat First Butcher Singer/Wachovia Securities October 1994 - August 2002
Mark Shale 1992 - 1994
Education
Miami University 1988 — 1992
BA, Political Science
Jay Harmon Jay Harmon's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Student at Miami University
Industry Consumer Goods
Experience
Procter & Gamble May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
City of Wyoming May 2009 - August 2010
Procter & Gamble July 2010 - July 2010
Self-Employed January 2002 - August 2009
Skills
Strategy, Investments, Leadership, Customer Service, Public Speaking, Marketing, Research, Finance, Market Research, Data Analysis
Education
Miami University 2008 — 2012
Bachelor of Science, Business-Economics, Business Legal Studies, History
Procter & Gamble May 2011 - August 2011
Morgan Stanley Smith Barney May 2010 - August 2010
City of Wyoming May 2009 - August 2010
Procter & Gamble July 2010 - July 2010
Self-Employed January 2002 - August 2009
Skills
Strategy, Investments, Leadership, Customer Service, Public Speaking, Marketing, Research, Finance, Market Research, Data Analysis
Education
Miami University 2008 — 2012
Bachelor of Science, Business-Economics, Business Legal Studies, History
Andrew Garon Andrew Garon's Morgan Stanley Smith Barney Experience April 2011 - February 2013
Job Experienced Investment Advisor
Industry Financial Services
Experience
Guardian Defense Group, LLC October 2013 - Present
Professional Trader February 2013 - Present
Morgan Stanley Smith Barney April 2011 - February 2013
Waddell & Reed April 2010 - April 2011
Ronin Capital May 2009 - August 2009
Telemus Capital Partners 2007 - 2008
Skills
Series 7, Investment Advisory, Financial Analysis, Investment Strategies, Portfolio Management, Financial Modeling, Series 66
Education
Michigan State University 2005 — 2009
Bachelor of Arts (BA), Economics
Guardian Defense Group, LLC October 2013 - Present
Professional Trader February 2013 - Present
Morgan Stanley Smith Barney April 2011 - February 2013
Waddell & Reed April 2010 - April 2011
Ronin Capital May 2009 - August 2009
Telemus Capital Partners 2007 - 2008
Skills
Series 7, Investment Advisory, Financial Analysis, Investment Strategies, Portfolio Management, Financial Modeling, Series 66
Education
Michigan State University 2005 — 2009
Bachelor of Arts (BA), Economics
Dylan Grayson Dylan Grayson's Morgan Stanley Smith Barney Experience July 2006 - October 2010
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial October 2010 - Present
Morgan Stanley Smith Barney July 2006 - October 2010
Entry Technologies February 2002 - June 2007
Education
Midwestern State University 2000 — 2004
University of Houston
Ameriprise Financial October 2010 - Present
Morgan Stanley Smith Barney July 2006 - October 2010
Entry Technologies February 2002 - June 2007
Education
Midwestern State University 2000 — 2004
University of Houston
Brian Zeid Brian Zeid's Morgan Stanley Smith Barney Experience May 2008 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney May 2008 - Present
UBS September 2000 - May 2008
Skills
Golf, Wrestling, Poker
Education
Miami University 1995 — 1999
Business, Finance
Beachwood High School 1990 — 1994
Morgan Stanley Smith Barney May 2008 - Present
UBS September 2000 - May 2008
Skills
Golf, Wrestling, Poker
Education
Miami University 1995 — 1999
Business, Finance
Beachwood High School 1990 — 1994
Kathleen Chimko Kathleen Chimko's Morgan Stanley Smith Barney Experience December 2009 - January 2010
Job Pub Manager at Short's Brewing Company
Industry Hospitality
Experience
Short's Brewing Company April 2012 - Present
Morgan Stanley Smith Barney December 2009 - January 2010
Premier Island Management Group May 2009 - August 2009
Pro Shop May 2008 - August 2008
The Palace of Auburn Hills October 2005 - June 2007
Education
Michigan State University 2006 — 2010
Hospitality Business
Michigan State University 2006 — 2010
Bachelor of Arts, Hospitality Business
Short's Brewing Company April 2012 - Present
Morgan Stanley Smith Barney December 2009 - January 2010
Premier Island Management Group May 2009 - August 2009
Pro Shop May 2008 - August 2008
The Palace of Auburn Hills October 2005 - June 2007
Education
Michigan State University 2006 — 2010
Hospitality Business
Michigan State University 2006 — 2010
Bachelor of Arts, Hospitality Business
John Woods – The Abundance Guy John Woods – The Abundance Guy's Morgan Stanley Smith Barney Experience January 1999 - Present
Job Abundance Consultant | Investment Advisor | Transformational Breath Trainer
Industry Health, Wellness and Fitness
Experience
The Abundance guy March 2003 - Present
Transformational Breath Foundation 2003 - Present
Morgan Stanley Smith Barney January 1999 - Present
Morgan Stanley 1994 - 1999
Morgan Stanley 1987 - 1994
Morgan Stanley 1984 - 1987
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Coaching, Portfolio Management, Finance, Entrepreneurship, Wealth, Small Business, Management, Retirement, Investments, Mutual Funds, Risk Management
Education
JBS
Montana State University-Bozeman
The Abundance guy March 2003 - Present
Transformational Breath Foundation 2003 - Present
Morgan Stanley Smith Barney January 1999 - Present
Morgan Stanley 1994 - 1999
Morgan Stanley 1987 - 1994
Morgan Stanley 1984 - 1987
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Coaching, Portfolio Management, Finance, Entrepreneurship, Wealth, Small Business, Management, Retirement, Investments, Mutual Funds, Risk Management
Education
JBS
Montana State University-Bozeman
J. Blake Estes, CIMA®'s Morgan Stanley Smith Barney Experience May 2009 - October 2011
Job Vice President at SSgA (SPDR ETFs)
Industry Financial Services
Experience
State Street Global Advisors April 2014 - Present
GBI, LLC October 2011 - April 2014
Morgan Stanley Smith Barney May 2009 - October 2011
Waddell & Reed May 2008 - March 2009
Skills
Investments, Wealth Management, Financial Analysis, Sales, Social Media, Marketing, Strategic Financial..., Microsoft Excel, Alternative Investments, Financial Services, Financial Advisory, Asset Allocation, Series 7, Business Development, Wealth Management...
Education
Miami University
Business, Finance and Economics
St. Xavier High School
State Street Global Advisors April 2014 - Present
GBI, LLC October 2011 - April 2014
Morgan Stanley Smith Barney May 2009 - October 2011
Waddell & Reed May 2008 - March 2009
Skills
Investments, Wealth Management, Financial Analysis, Sales, Social Media, Marketing, Strategic Financial..., Microsoft Excel, Alternative Investments, Financial Services, Financial Advisory, Asset Allocation, Series 7, Business Development, Wealth Management...
Education
Miami University
Business, Finance and Economics
St. Xavier High School
Kathy Crichton's Morgan Stanley Smith Barney Experience July 2010 - Present
Job Senior Registered Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2010 - Present
Deutsche Bank August 2007 - July 2010
Morgan Stanley Smith Barney January 2004 - August 2007
Education
MidAmerica Nazarene University 1971 — 1975
B.A., Elementary Education
North High School Des Moines, IA
Morgan Stanley Smith Barney July 2010 - Present
Deutsche Bank August 2007 - July 2010
Morgan Stanley Smith Barney January 2004 - August 2007
Education
MidAmerica Nazarene University 1971 — 1975
B.A., Elementary Education
North High School Des Moines, IA
Katie Fox Mayse Katie Fox Mayse's Morgan Stanley Smith Barney Experience April 2006 - May 2007
Job Commercial Leasing, Tenant Representation & Investment Sales at Scioto Realty Group
Industry Commercial Real Estate
Experience
Scioto Realty Group July 2008 - Present
Casto September 2007 - July 2008
Morgan Stanley Smith Barney April 2006 - May 2007
Parkway Properties August 2005 - May 2006
Sinclair Community College June 2004 - May 2005
Evans Electric Company June 2003 - June 2004
Education
Mississippi College 2005 — 2007
Bachelor's Degree, Business Administration
Sinclair Community College 2002 — 2005
Associate's Degree, Business Administration
Scioto Realty Group July 2008 - Present
Casto September 2007 - July 2008
Morgan Stanley Smith Barney April 2006 - May 2007
Parkway Properties August 2005 - May 2006
Sinclair Community College June 2004 - May 2005
Evans Electric Company June 2003 - June 2004
Education
Mississippi College 2005 — 2007
Bachelor's Degree, Business Administration
Sinclair Community College 2002 — 2005
Associate's Degree, Business Administration
Jenn Yarbrough Jenn Yarbrough's Morgan Stanley Smith Barney Experience April 2008 - June 2009
Job Financial Analyst at Orbital ATK
Industry Defense & Space
Experience
Honeywell FM&T August 2014 - August 2015
Northrop Grumman Integrated Defence Services February 2014 - June 2014
Qantas Defence Services April 2013 - February 2014
Brindabella Airlines 2012 - 2013
Morgan Stanley Smith Barney April 2008 - June 2009
Skills
Accounting, Financial Reporting, Finance, Financial Accounting, Account Reconciliation, Financial Analysis, General Ledger, Accounts Payable, Management Accounting, Microsoft Office, Financial Audits, Microsoft Excel, QuickBooks, Sarbanes-Oxley Act, Financial Statements, Accruals, Auditing, Process Improvement, Payroll, Variance Analysis, Six Sigma
Education
Missouri State University 2005 — 2009
Bachelor of Science, Finance
Honeywell FM&T August 2014 - August 2015
Northrop Grumman Integrated Defence Services February 2014 - June 2014
Qantas Defence Services April 2013 - February 2014
Brindabella Airlines 2012 - 2013
Morgan Stanley Smith Barney April 2008 - June 2009
Skills
Accounting, Financial Reporting, Finance, Financial Accounting, Account Reconciliation, Financial Analysis, General Ledger, Accounts Payable, Management Accounting, Microsoft Office, Financial Audits, Microsoft Excel, QuickBooks, Sarbanes-Oxley Act, Financial Statements, Accruals, Auditing, Process Improvement, Payroll, Variance Analysis, Six Sigma
Education
Missouri State University 2005 — 2009
Bachelor of Science, Finance
David Haverback's Morgan Stanley Smith Barney Experience June 2006 - February 2011
Job Director Structured Lending at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2011 - Present
Morgan Stanley Smith Barney June 2006 - February 2011
Merrill Lynch Business Financial Services July 1997 - June 2006
PNC Financial Services Group 1996 - 1997
Skills
Business Development, Financial Services, Investments, Banking, Financial Modeling, Finance, Wealth Management, Series 7, Financial Analysis, Strategic Financial..., Credit, Mutual Funds, Asset Management, Equities
Education
Miami University
BS, Finance
Weatherhead School of Management at Case Western Reserve University
MBA, Marketing/Entrepreneurship
Merrill Lynch February 2011 - Present
Morgan Stanley Smith Barney June 2006 - February 2011
Merrill Lynch Business Financial Services July 1997 - June 2006
PNC Financial Services Group 1996 - 1997
Skills
Business Development, Financial Services, Investments, Banking, Financial Modeling, Finance, Wealth Management, Series 7, Financial Analysis, Strategic Financial..., Credit, Mutual Funds, Asset Management, Equities
Education
Miami University
BS, Finance
Weatherhead School of Management at Case Western Reserve University
MBA, Marketing/Entrepreneurship
Jeffrey Novak, J. D.'s Morgan Stanley Smith Barney Experience September 2009 - September 2011
Job Consulting Partner
Industry Investment Banking
Experience
JP Novak Consulting 2011 - Present
Morgan Stanley Smith Barney September 2009 - September 2011
CapnetX 2006 - 2008
Incapital September 1999 - January 2001
ABN AMRO June 1996 - September 1999
Skills
Strategic Planning, Securities, Contract Negotiation, Corporate Governance, Capital Markets Advisory, Estate Planning, Compliance, Due Diligence, Entrepreneurship, Wealth Management, Management Consulting, Mergers & Acquisitions, Operations Management, Operating Systems, Investments, Finance, Private Equity, Strategic Financial..., Management, Leadership, Executive Management, Corporate Finance, Alternative Investments, Risk Management, Financial Planning
Education
University of Detroit Mercy School of Law 1979 — 1982
JD, Corporate Law
Michigan State University 1975 — 1979
BA, Dbl Major: History and Philosophy
Douglas MacArthur High School 1971 — 1975
Diploma
JP Novak Consulting 2011 - Present
Morgan Stanley Smith Barney September 2009 - September 2011
CapnetX 2006 - 2008
Incapital September 1999 - January 2001
ABN AMRO June 1996 - September 1999
Skills
Strategic Planning, Securities, Contract Negotiation, Corporate Governance, Capital Markets Advisory, Estate Planning, Compliance, Due Diligence, Entrepreneurship, Wealth Management, Management Consulting, Mergers & Acquisitions, Operations Management, Operating Systems, Investments, Finance, Private Equity, Strategic Financial..., Management, Leadership, Executive Management, Corporate Finance, Alternative Investments, Risk Management, Financial Planning
Education
University of Detroit Mercy School of Law 1979 — 1982
JD, Corporate Law
Michigan State University 1975 — 1979
BA, Dbl Major: History and Philosophy
Douglas MacArthur High School 1971 — 1975
Diploma
Perry LeBlanc's Morgan Stanley Smith Barney Experience December 2000 - September 2011
Job Global Corporate & Institutional Advisory Services at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2011 - Present
Morgan Stanley Smith Barney December 2000 - September 2011
Merrill Lynch June 1995 - December 2000
Credit Suisse First Boston December 1993 - June 1995
Skills
Investments, Treasury Management, Financial Modeling, Corporate Finance, Cash Management, Financial Analysis, Financial Services, Portfolio Management, Asset Management, Capital Markets, Due Diligence
Education
Millsaps College
MBA
Rhodes College
BA, Business Administration
Merrill Lynch September 2011 - Present
Morgan Stanley Smith Barney December 2000 - September 2011
Merrill Lynch June 1995 - December 2000
Credit Suisse First Boston December 1993 - June 1995
Skills
Investments, Treasury Management, Financial Modeling, Corporate Finance, Cash Management, Financial Analysis, Financial Services, Portfolio Management, Asset Management, Capital Markets, Due Diligence
Education
Millsaps College
MBA
Rhodes College
BA, Business Administration
Peter Erl's Morgan Stanley Smith Barney Experience 2010 - Present
Job Financial Advisor at Principal Financial Group
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2010 - Present
American Electronic Products 2006 - 2007
JPB Partners 1988 - 2000
Education
Michigan State University 1978 — 1982
Morgan Stanley Smith Barney 2010 - Present
American Electronic Products 2006 - 2007
JPB Partners 1988 - 2000
Education
Michigan State University 1978 — 1982
Claire Keefe (Lieberman)'s Morgan Stanley Smith Barney Experience June 2008 - February 2010
Job
Industry Financial Services
Experience
E*TRADE Financial September 2013 - Present
AllianceBernstein April 2011 - August 2013
HighTower February 2010 - April 2011
Morgan Stanley Smith Barney June 2008 - February 2010
Citigroup June 2007 - September 2007
Chicago Mercantile Exchange May 2000 - September 2000
Education
Middlebury College 2004 — 2008
CFA Institute
Milton Academy
New Trier High School
E*TRADE Financial September 2013 - Present
AllianceBernstein April 2011 - August 2013
HighTower February 2010 - April 2011
Morgan Stanley Smith Barney June 2008 - February 2010
Citigroup June 2007 - September 2007
Chicago Mercantile Exchange May 2000 - September 2000
Education
Middlebury College 2004 — 2008
CFA Institute
Milton Academy
New Trier High School
David Sener's Morgan Stanley Smith Barney Experience March 2011 - March 2012
Job Associate Director Quality Assurance WMA IT at UBS
Industry Financial Services
Experience
UBS March 2012 - Present
Morgan Stanley Smith Barney March 2011 - March 2012
Bank of America May 2010 - December 2010
Ipreo February 2008 - May 2010
Ipreo February 2005 - 2010
Ipreo January 2001 - February 2005
Skills
Business Analysis, Equities, Project Management, SDLC, Offshore Resource..., Analysis, Quality Assurance, Testing, User Acceptance Testing, Software Development, Software Documentation, Software Quality..., CRM, Product Management, Agile Methodologies, Requirements Analysis, Integration
Education
Middlesex County College 1977 — 1980
Associates, Accounting
UBS March 2012 - Present
Morgan Stanley Smith Barney March 2011 - March 2012
Bank of America May 2010 - December 2010
Ipreo February 2008 - May 2010
Ipreo February 2005 - 2010
Ipreo January 2001 - February 2005
Skills
Business Analysis, Equities, Project Management, SDLC, Offshore Resource..., Analysis, Quality Assurance, Testing, User Acceptance Testing, Software Development, Software Documentation, Software Quality..., CRM, Product Management, Agile Methodologies, Requirements Analysis, Integration
Education
Middlesex County College 1977 — 1980
Associates, Accounting
Jeffrey C. Weiss's Morgan Stanley Smith Barney Experience April 1984 - April 2012
Job Sr. Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James April 2012 - Present
LightHawk 2010 - 2014
Morgan Stanley Smith Barney April 1984 - April 2012
Education
Michigan State University 1971 — 1975
BA, Economics, Magna Cum Laude
Raymond James April 2012 - Present
LightHawk 2010 - 2014
Morgan Stanley Smith Barney April 1984 - April 2012
Education
Michigan State University 1971 — 1975
BA, Economics, Magna Cum Laude
Carolyn Tuatini's Morgan Stanley Smith Barney Experience February 2002 - October 2002
Job Professional Photo Organizer, Images to Enjoy
Industry Photography
Experience
Images to Enjoy October 2014 - Present
mFoundry January 2007 - January 2008
ANZ June 2003 - October 2003
Morgan Stanley Smith Barney February 2002 - October 2002
Charles Schwab September 2000 - October 2001
Brightstar Consulting Ltd May 1998 - April 2000
Skills
Project Management, Program Management, Business Systems..., Process Flow..., Financial Systems..., Photography, Photo Organizing
Education
Monash University
Bachelor of Computing
Images to Enjoy October 2014 - Present
mFoundry January 2007 - January 2008
ANZ June 2003 - October 2003
Morgan Stanley Smith Barney February 2002 - October 2002
Charles Schwab September 2000 - October 2001
Brightstar Consulting Ltd May 1998 - April 2000
Skills
Project Management, Program Management, Business Systems..., Process Flow..., Financial Systems..., Photography, Photo Organizing
Education
Monash University
Bachelor of Computing
Jonathan Brofford's Morgan Stanley Smith Barney Experience September 2006 - December 2011
Job AVP at PNC Investments
Industry Financial Services
Experience
PNC Investments October 2011 - November 2012
Morgan Stanley Smith Barney September 2006 - December 2011
Skills
Mutual Funds, Series 7, Wealth Management, Investments, Series 63, Securities, Leadership, Relationship Management, Risk Management, Banking, FINRA, Financial Planning, Management, Business Development, Contact Center..., Contact Center..., Direct Sales, Sales Management, Salesforce.com, Inside Sales, Call center start-up, Call Center Development, Sales Strategy, Strategic Planning, CRM, Financial Services, Sales, Finance, Customer Service, Process Improvement, Financial Analysis, Equities, Executive Management
Education
Miami University 1994 — 1997
Bachelor of Science (BS), Finance
Gahanna Lincoln
PNC Investments October 2011 - November 2012
Morgan Stanley Smith Barney September 2006 - December 2011
Skills
Mutual Funds, Series 7, Wealth Management, Investments, Series 63, Securities, Leadership, Relationship Management, Risk Management, Banking, FINRA, Financial Planning, Management, Business Development, Contact Center..., Contact Center..., Direct Sales, Sales Management, Salesforce.com, Inside Sales, Call center start-up, Call Center Development, Sales Strategy, Strategic Planning, CRM, Financial Services, Sales, Finance, Customer Service, Process Improvement, Financial Analysis, Equities, Executive Management
Education
Miami University 1994 — 1997
Bachelor of Science (BS), Finance
Gahanna Lincoln
Duane Kinghorn's Morgan Stanley Smith Barney Experience August 2008 - October 2009
Job Citi Banking and Personal Wealth Management
Industry Financial Services
Experience
Citi Personal Wealth Management October 2009 - Present
Morgan Stanley Smith Barney August 2008 - October 2009
Merrill Lynch November 1984 - August 2008
Education
Monmouth University 1988 — 1991
MBA, Managment/Economics
Rowan University 1979 — 1983
Bachelors
Citi Personal Wealth Management October 2009 - Present
Morgan Stanley Smith Barney August 2008 - October 2009
Merrill Lynch November 1984 - August 2008
Education
Monmouth University 1988 — 1991
MBA, Managment/Economics
Rowan University 1979 — 1983
Bachelors
Sassano Joe's Morgan Stanley Smith Barney Experience 2002 - 2008
Job Design Consultant for ShelfGenie of Norwalk
Industry Financial Services
Experience
ShelfGenie March 2014 - Present
Shelf Genie March 2009 - March 2014
The Bank of New Canaan June 2007 - July 2008
Morgan Stanley Smith Barney 2002 - 2008
SmithBarney/CitiMortgage December 2002 - May 2007
Merrill Lynch 1974 - 1988
Prudential Relocation 1974 - 1988
Merrill Lynch Relocation Management 1974 - 1988
Merrill Lynch Relocation 1974 - 1988
Skills
Business Development, Sales, Management, Real Estate, Sales Management, Selling, Leadership, New Business Development, Marketing, Small Business, Strategic Planning, Project Management, Direct Sales, Operations Management, Account Management
Education
Middlebury College 1967 — 1971
ShelfGenie March 2014 - Present
Shelf Genie March 2009 - March 2014
The Bank of New Canaan June 2007 - July 2008
Morgan Stanley Smith Barney 2002 - 2008
SmithBarney/CitiMortgage December 2002 - May 2007
Merrill Lynch 1974 - 1988
Prudential Relocation 1974 - 1988
Merrill Lynch Relocation Management 1974 - 1988
Merrill Lynch Relocation 1974 - 1988
Skills
Business Development, Sales, Management, Real Estate, Sales Management, Selling, Leadership, New Business Development, Marketing, Small Business, Strategic Planning, Project Management, Direct Sales, Operations Management, Account Management
Education
Middlebury College 1967 — 1971
Al Elghandour's Morgan Stanley Smith Barney Experience October 2001 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2001 - Present
Education
Montclair State University 1973 — 1978
Morgan Stanley Smith Barney October 2001 - Present
Education
Montclair State University 1973 — 1978
Elizabeth Berstler's Morgan Stanley Smith Barney Experience July 2008 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2008 - Present
Houlihan's Restaurant May 2007 - July 2008
Citigroup January 2007 - June 2007
Alternative Asset Investment Management May 2006 - September 2006
Education
Middlebury College
Rutgers University-New Brunswick
Morgan Stanley Smith Barney July 2008 - Present
Houlihan's Restaurant May 2007 - July 2008
Citigroup January 2007 - June 2007
Alternative Asset Investment Management May 2006 - September 2006
Education
Middlebury College
Rutgers University-New Brunswick
Stephen Riebe ChFC's Morgan Stanley Smith Barney Experience November 1999 - October 2011
Job RiebePumo Group. First Vice President Investments UBS Financial Services Inc.
Industry Investment Management
Experience
UBS Wealth Management October 2011 - Present
Morgan Stanley Smith Barney November 1999 - October 2011
Legg Mason November 1999 - February 2006
Merrill Lynch June 1993 - November 1999
Education
Michigan State University 1979 — 1984
Bachler of Science, Urban Policy, Political Science
The American College
Personal Financial Planning, Charter Financial Consultant
UBS Wealth Management October 2011 - Present
Morgan Stanley Smith Barney November 1999 - October 2011
Legg Mason November 1999 - February 2006
Merrill Lynch June 1993 - November 1999
Education
Michigan State University 1979 — 1984
Bachler of Science, Urban Policy, Political Science
The American College
Personal Financial Planning, Charter Financial Consultant
Richard Perlman's Morgan Stanley Smith Barney Experience July 2010 - Present
Job Senior Operations Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2010 - Present
Charles Schwab October 1997 - August 2008
Charles Schwab April 1997 - October 1997
Charles Schwab April 1996 - April 1997
Charles Schwab September 1994 - April 1996
Charles Schwab April 1993 - September 1994
Skills
Fixed Income, Product Management, Bonds
Education
Miami Dade College
University of South Florida
Morgan Stanley Smith Barney July 2010 - Present
Charles Schwab October 1997 - August 2008
Charles Schwab April 1997 - October 1997
Charles Schwab April 1996 - April 1997
Charles Schwab September 1994 - April 1996
Charles Schwab April 1993 - September 1994
Skills
Fixed Income, Product Management, Bonds
Education
Miami Dade College
University of South Florida
Al Elghandour's Morgan Stanley Smith Barney Experience October 2001 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2001 - Present
Education
Montclair State University
MBA, Finance & Economics
Morgan Stanley Smith Barney October 2001 - Present
Education
Montclair State University
MBA, Finance & Economics
Mark Housepian's Morgan Stanley Smith Barney Experience October 2007 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2007 - Present
Education
Michigan State University 1995 — 1999
Bachelors, Electrical Engineering
Morgan Stanley Smith Barney October 2007 - Present
Education
Michigan State University 1995 — 1999
Bachelors, Electrical Engineering
sachet sharma's Morgan Stanley Smith Barney Experience June 2006 - Present
Job Senior Principal Consultant at Morgan Stanley Smith barney
Industry Computer Software
Experience
Morgan Stanley Smith Barney June 2006 - Present
Headstrong 2006 - Present
Cosmic Softech Ltd. 2005 - 2006
Thompson Associates London Ltd. 2003 - 2004
Skills
Requirements Analysis, WCF, SDLC, ASP.NET, .NET, Software Project..., JavaScript, Microsoft SQL Server, Software Development, jQuery, AngularJS, Web Services API, Ninject, NUnit, JSON-RPC, XML
Education
Middlesex University 1998 — 2001
BEng, Computer Science
ifs 2002 — 2003
CeMAP, Mortgage Advice and Practice
Morgan Stanley Smith Barney June 2006 - Present
Headstrong 2006 - Present
Cosmic Softech Ltd. 2005 - 2006
Thompson Associates London Ltd. 2003 - 2004
Skills
Requirements Analysis, WCF, SDLC, ASP.NET, .NET, Software Project..., JavaScript, Microsoft SQL Server, Software Development, jQuery, AngularJS, Web Services API, Ninject, NUnit, JSON-RPC, XML
Education
Middlesex University 1998 — 2001
BEng, Computer Science
ifs 2002 — 2003
CeMAP, Mortgage Advice and Practice
Alicia Downen's Morgan Stanley Smith Barney Experience 2003 - 2003
Job Experienced Property Manager needed in Irvington, NJ at senior community
Industry Real Estate
Experience
Silver Tree Residential, LLC August 2014 - Present
Waddell & Reed April 2007 - August 2014
Nursing Innovations, Division of TeamStaffRx January 2005 - January 2006
Morgan Stanley Smith Barney 2003 - 2003
Skills
Series 7, Uniform Combined State..., Finance, Marketing, Sales, Customer Service, Microsoft Office, Recruiting, Networking, Insurance, Cold Calling, Retirement Planning, Onboarding, Investments, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Management, Affordable Housing, Strategic Planning, Team Building
Education
Mississippi State University - College of Business and Industry 2001 — 2003
Bachelor's Degree, BBA- Marketing
Mississippi College 1998 — 2001
Bachelor's Degree, Marketing
Evangelical Christian School 1986 — 1998
High School, General Studies
Silver Tree Residential, LLC August 2014 - Present
Waddell & Reed April 2007 - August 2014
Nursing Innovations, Division of TeamStaffRx January 2005 - January 2006
Morgan Stanley Smith Barney 2003 - 2003
Skills
Series 7, Uniform Combined State..., Finance, Marketing, Sales, Customer Service, Microsoft Office, Recruiting, Networking, Insurance, Cold Calling, Retirement Planning, Onboarding, Investments, PowerPoint, Microsoft Word, Microsoft Excel, Leadership, Management, Affordable Housing, Strategic Planning, Team Building
Education
Mississippi State University - College of Business and Industry 2001 — 2003
Bachelor's Degree, BBA- Marketing
Mississippi College 1998 — 2001
Bachelor's Degree, Marketing
Evangelical Christian School 1986 — 1998
High School, General Studies
Jon Fedor's Morgan Stanley Smith Barney Experience January 2003 - Present
Job Financial Advisor at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2003 - Present
Kroger October 2001 - January 2003
Education
Miami University 1997 — 2001
B.S. in Business, Finance, Managment Information Systems
Morgan Stanley Smith Barney January 2003 - Present
Kroger October 2001 - January 2003
Education
Miami University 1997 — 2001
B.S. in Business, Finance, Managment Information Systems
Dianne Blunt's Morgan Stanley Smith Barney Experience 1999 - Present
Job Client Services Associate at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1999 - Present
Education
Michigan State University 1978 — 1982
BA, Business Administration
Morgan Stanley Smith Barney 1999 - Present
Education
Michigan State University 1978 — 1982
BA, Business Administration
Jacob Marchi, MBA's Morgan Stanley Smith Barney Experience October 2009 - November 2010
Job Provider Relations Specialist at Montana State Fund
Industry Insurance
Experience
Montana State Fund January 2015 - Present
Montana State Fund December 2012 - December 2014
Liberty Mutual Insurance September 2011 - December 2012
Allstate November 2010 - September 2011
Morgan Stanley Smith Barney October 2009 - November 2010
Montana World Trade Center September 2008 - August 2009
Investment Centers of America, Inc May 2006 - August 2006
Skills
Claim, Liability, Insurance, Customer Service, Marketing, Analysis, Public Speaking, Workers' Compensation..., Return to Work, Microsoft Office, Provider Relations, Provider Network..., Provider Education, Small Business, Workers Compensation, Business Planning, Project Management, Finance
Education
University of Montana 2008 — 2009
MBA, Business Admistration
Montana State University-Northern 2005 — 2008
BS, Business Technology
Montana State Fund January 2015 - Present
Montana State Fund December 2012 - December 2014
Liberty Mutual Insurance September 2011 - December 2012
Allstate November 2010 - September 2011
Morgan Stanley Smith Barney October 2009 - November 2010
Montana World Trade Center September 2008 - August 2009
Investment Centers of America, Inc May 2006 - August 2006
Skills
Claim, Liability, Insurance, Customer Service, Marketing, Analysis, Public Speaking, Workers' Compensation..., Return to Work, Microsoft Office, Provider Relations, Provider Network..., Provider Education, Small Business, Workers Compensation, Business Planning, Project Management, Finance
Education
University of Montana 2008 — 2009
MBA, Business Admistration
Montana State University-Northern 2005 — 2008
BS, Business Technology
Heather Poole's Morgan Stanley Smith Barney Experience November 2005 - December 2007
Job Financial Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch December 2007 - Present
Morgan Stanley Smith Barney November 2005 - December 2007
Skills
Series 7, Series 63, Life and Health, Series 66, Investments, Uniform Combined State..., Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Portfolio Management, Retirement Planning, Securities
Education
Middle Tennessee State University
Merrill Lynch December 2007 - Present
Morgan Stanley Smith Barney November 2005 - December 2007
Skills
Series 7, Series 63, Life and Health, Series 66, Investments, Uniform Combined State..., Wealth Management, Asset Allocation, Investment Advisory, Mutual Funds, Portfolio Management, Retirement Planning, Securities
Education
Middle Tennessee State University
Mark Elledge CFP®'s Morgan Stanley Smith Barney Experience July 1986 - September 2009
Job Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. October 2011 - Present
Southwest Securities September 2009 - October 2011
Morgan Stanley Smith Barney July 1986 - September 2009
Education
University of North Texas 1978 — 1981
Bachelor's degree, Applied Arts and Sciences
Midwestern State University 1975 — 1978
Ameriprise Financial Services, Inc. October 2011 - Present
Southwest Securities September 2009 - October 2011
Morgan Stanley Smith Barney July 1986 - September 2009
Education
University of North Texas 1978 — 1981
Bachelor's degree, Applied Arts and Sciences
Midwestern State University 1975 — 1978
Ashley Angelo's Morgan Stanley Smith Barney Experience June 2009 - October 2013
Job Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2014 - Present
Morgan Stanley Wealth Management November 2013 - Present
Morgan Stanley Smith Barney June 2009 - October 2013
Smith Barney May 2008 - August 2008
Merrill Lynch May 2005 - August 2006
Education
Miami University 2005 — 2009
BS in Finance, Finance and Spanish
Greenwich High School 2001 — 2005
RBC Wealth Management August 2014 - Present
Morgan Stanley Wealth Management November 2013 - Present
Morgan Stanley Smith Barney June 2009 - October 2013
Smith Barney May 2008 - August 2008
Merrill Lynch May 2005 - August 2006
Education
Miami University 2005 — 2009
BS in Finance, Finance and Spanish
Greenwich High School 2001 — 2005
Beverly Ainsley's Morgan Stanley Smith Barney Experience 2000 - September 2009
Job Wealth Management Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Counsel Oak Financial of Raymond James & Associates, Inc September 2009 - Present
Morgan Stanley Smith Barney 2000 - September 2009
University of Notre Dame April 1996 - November 1999
One Source MicroProducts, Inc October 1985 - September 1994
Education
Missouri State University 1974 — 1976
Bachelor of Science (B.S.), Secondary Education and Teaching
Jefferson Community College, Hillsboro, MO 1972 — 1974
Associate of Arts (A.A.)
St Pius X High School Festus, MO 1968 — 1972
Counsel Oak Financial of Raymond James & Associates, Inc September 2009 - Present
Morgan Stanley Smith Barney 2000 - September 2009
University of Notre Dame April 1996 - November 1999
One Source MicroProducts, Inc October 1985 - September 1994
Education
Missouri State University 1974 — 1976
Bachelor of Science (B.S.), Secondary Education and Teaching
Jefferson Community College, Hillsboro, MO 1972 — 1974
Associate of Arts (A.A.)
St Pius X High School Festus, MO 1968 — 1972
Manavi Yalamanchi's Morgan Stanley Smith Barney Experience October 2010 - Present
Job ECM Developer at Polaris Software Lab
Industry Computer Software
Experience
Morgan Stanley Smith Barney October 2010 - Present
Polaris Software Lab September 2010 - Present
Mississippi State University October 2007 - August 2010
Skills
jQuery, Dreamweaver, Oracle, CSS, Enterprise Content..., JavaScript
Education
Mississippi State University 2007 — 2010
Morgan Stanley Smith Barney October 2010 - Present
Polaris Software Lab September 2010 - Present
Mississippi State University October 2007 - August 2010
Skills
jQuery, Dreamweaver, Oracle, CSS, Enterprise Content..., JavaScript
Education
Mississippi State University 2007 — 2010
Robert Halligan II's Morgan Stanley Smith Barney Experience August 1982 - October 2010
Job Chartered Retirement Planning Counselor, LPL Financial
Industry Financial Services
Experience
LPL Financial October 2010 - Present
Morgan Stanley Smith Barney August 1982 - October 2010
Education
University of Southern California - Marshall School of Business 1971 — 1972
MBA, Finance and International Finance
Miami University 1966 — 1970
BA, Finance, Economics, Accounting
LPL Financial October 2010 - Present
Morgan Stanley Smith Barney August 1982 - October 2010
Education
University of Southern California - Marshall School of Business 1971 — 1972
MBA, Finance and International Finance
Miami University 1966 — 1970
BA, Finance, Economics, Accounting
Clay Bowlin's Morgan Stanley Smith Barney Experience May 2011 - May 2012
Job Bailey International OEM Account Manager
Industry Machinery
Experience
Bailey International August 2013 - Present
W.R. Case & Sons Cutlery Co. November 2012 - August 2013
Morgan Stanley Smith Barney May 2011 - May 2012
Edfinancial Services April 2006 - May 2011
Skills
Financial Analysis, Accounting, Finance, Data Analysis, Managerial Finance, Microsoft Excel, PeopleSoft, Analysis, Budgets, Auditing, PowerPoint, Business Analysis, Insurance, Risk Management, Microsoft Office, Marketing, Account Management, Sales, Financial Reporting, Customer Service, Leadership, Team Building, Strategic Planning, Forecasting, Sales Management
Education
Middle Tennessee State University 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Bailey International August 2013 - Present
W.R. Case & Sons Cutlery Co. November 2012 - August 2013
Morgan Stanley Smith Barney May 2011 - May 2012
Edfinancial Services April 2006 - May 2011
Skills
Financial Analysis, Accounting, Finance, Data Analysis, Managerial Finance, Microsoft Excel, PeopleSoft, Analysis, Budgets, Auditing, PowerPoint, Business Analysis, Insurance, Risk Management, Microsoft Office, Marketing, Account Management, Sales, Financial Reporting, Customer Service, Leadership, Team Building, Strategic Planning, Forecasting, Sales Management
Education
Middle Tennessee State University 2001 — 2005
Bachelor of Business Administration (BBA), Finance, General
Charles Weisser III's Morgan Stanley Smith Barney Experience June 2009 - July 2012
Job AVP Annuity Product Analyst at Citi Personal Wealth Management
Industry Financial Services
Experience
Citi March 2014 - Present
Morgan Stanley Wealth Management July 2012 - March 2014
Morgan Stanley Smith Barney June 2009 - July 2012
Citigroup July 2007 - June 2009
UBS Wealth Management December 2005 - July 2007
UBS Wealth Management May 2004 - December 2005
Education
Monmouth University 2001 — 2003
B.A, Communications 2003
Citi March 2014 - Present
Morgan Stanley Wealth Management July 2012 - March 2014
Morgan Stanley Smith Barney June 2009 - July 2012
Citigroup July 2007 - June 2009
UBS Wealth Management December 2005 - July 2007
UBS Wealth Management May 2004 - December 2005
Education
Monmouth University 2001 — 2003
B.A, Communications 2003
Anthony Barst's Morgan Stanley Smith Barney Experience July 2008 - August 2008
Job Investment Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2014 - Present
J.P. Morgan May 2011 - June 2014
JP Morgan June 2010 - August 2010
Investment Banking Institute December 2009 - December 2009
New York Life Insurance Company May 2009 - August 2009
Morgan Stanley Smith Barney July 2008 - August 2008
Education
Michigan State University 2006 — 2010
Finance
J.P. Morgan July 2014 - Present
J.P. Morgan May 2011 - June 2014
JP Morgan June 2010 - August 2010
Investment Banking Institute December 2009 - December 2009
New York Life Insurance Company May 2009 - August 2009
Morgan Stanley Smith Barney July 2008 - August 2008
Education
Michigan State University 2006 — 2010
Finance
William French's Morgan Stanley Smith Barney Experience December 2007 - September 2013
Job President of W. Advisors LLC
Industry Financial Services
Experience
W. Advisors LLC September 2013 - Present
Morgan Stanley Smith Barney December 2007 - September 2013
UBS March 2001 - December 2007
Prudential Securities May 1989 - March 2001
Skills
Series 7, Investments, Management, Wealth Management, Mutual Funds, Series 63, Asset Allocation, Portfolio Management, Securities, Investment Advisory, Equities, Asset Management, Alternative Investments, Retirement Planning, Financial Services, Banking, Risk Management
Education
Mississippi State University 1983 — 1987
Bachelor of Business Administration (BBA), Banking and Finance
W. Advisors LLC September 2013 - Present
Morgan Stanley Smith Barney December 2007 - September 2013
UBS March 2001 - December 2007
Prudential Securities May 1989 - March 2001
Skills
Series 7, Investments, Management, Wealth Management, Mutual Funds, Series 63, Asset Allocation, Portfolio Management, Securities, Investment Advisory, Equities, Asset Management, Alternative Investments, Retirement Planning, Financial Services, Banking, Risk Management
Education
Mississippi State University 1983 — 1987
Bachelor of Business Administration (BBA), Banking and Finance
Jac Bloomberg's Morgan Stanley Smith Barney Experience January 2009 - Present
Job Business Owner at AlphaGraphics
Industry Financial Services
Experience
AlphaGraphics of Monmouth County, NJ January 2014 - Present
Morgan Stanley Smith Barney January 2009 - Present
Citi Document & Business Services January 2007 - June 2009
Citigroup 2006 - 2009
Vestcom 2003 - 2006
Vestcom 2003 - 2006
Applied Printing Technologies 2000 - 2004
LP Thebault 1996 - 2000
Merrill Lynch 1990 - 1996
Skills
Direct Marketing, Direct Mail, Account Management, New Business Development, Sales Management, Vendor Management, Strategic Planning, Customer Service, Marketing Strategy, Business Development, Financial Services, Product Management, Digital Printing, Management, Leadership, Process Improvement, Operations Management, Team Building, Negotiation, Budgets, P&L Management, Start-ups, Sales, Marketing, Project Management, Sales Process, Digital Marketing, Financial Analysis, Customer Retention, Strategy, CRM
Education
Miami University
Pre-Law Studies
The Ohio State University
Bachelor of Science (BS), Industrial Sociology
AlphaGraphics of Monmouth County, NJ January 2014 - Present
Morgan Stanley Smith Barney January 2009 - Present
Citi Document & Business Services January 2007 - June 2009
Citigroup 2006 - 2009
Vestcom 2003 - 2006
Vestcom 2003 - 2006
Applied Printing Technologies 2000 - 2004
LP Thebault 1996 - 2000
Merrill Lynch 1990 - 1996
Skills
Direct Marketing, Direct Mail, Account Management, New Business Development, Sales Management, Vendor Management, Strategic Planning, Customer Service, Marketing Strategy, Business Development, Financial Services, Product Management, Digital Printing, Management, Leadership, Process Improvement, Operations Management, Team Building, Negotiation, Budgets, P&L Management, Start-ups, Sales, Marketing, Project Management, Sales Process, Digital Marketing, Financial Analysis, Customer Retention, Strategy, CRM
Education
Miami University
Pre-Law Studies
The Ohio State University
Bachelor of Science (BS), Industrial Sociology
Gil Mauro's Morgan Stanley Smith Barney Experience May 2008 - July 2009
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2009 - Present
Morgan Stanley Smith Barney May 2008 - July 2009
Education
Northwestern University 2008 — 2009
Commodity Futures - Technical Analysis
Michigan State University 2004 — 2009
BA, Economics
Merrill Lynch July 2009 - Present
Morgan Stanley Smith Barney May 2008 - July 2009
Education
Northwestern University 2008 — 2009
Commodity Futures - Technical Analysis
Michigan State University 2004 — 2009
BA, Economics
Kristen Pfeffer's Morgan Stanley Smith Barney Experience June 2004 - August 2004
Job Certified Public Accountant at Pfeffer, Hanniford & Palka C.P.A's, PC
Industry Accounting
Experience
Pfeffer, Hanniford & Palka C.P.A's, PC March 2011 - Present
Pfeffer, Hanniford & Palka CPA's, P.C. January 2007 - April 2009
Morgan Stanley Smith Barney June 2004 - August 2004
Skills
Tax, Accounting, Auditing, Excel, Word, Quickbooks, Tax Preparation, Customer Service, Account Reconciliation, CPA, Microsoft Office, Financial Analysis, Financial Reporting, Tax Returns, PowerPoint, Accounts Payable, QuickBooks
Education
Walsh College 2007 — 2010
Accounting, Finance, Taxation, Management and Marketing
Thomas M. Cooley Law School 2004 — 2006
Law
Michigan State University 2000 — 2004
Bachelors of Arts, Interdisciplinary Studies Social Science - Law&Society, Social Science - Law & Society
Pfeffer, Hanniford & Palka C.P.A's, PC March 2011 - Present
Pfeffer, Hanniford & Palka CPA's, P.C. January 2007 - April 2009
Morgan Stanley Smith Barney June 2004 - August 2004
Skills
Tax, Accounting, Auditing, Excel, Word, Quickbooks, Tax Preparation, Customer Service, Account Reconciliation, CPA, Microsoft Office, Financial Analysis, Financial Reporting, Tax Returns, PowerPoint, Accounts Payable, QuickBooks
Education
Walsh College 2007 — 2010
Accounting, Finance, Taxation, Management and Marketing
Thomas M. Cooley Law School 2004 — 2006
Law
Michigan State University 2000 — 2004
Bachelors of Arts, Interdisciplinary Studies Social Science - Law&Society, Social Science - Law & Society
Rob Dillon's Morgan Stanley Smith Barney Experience September 2003 - Present
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2003 - Present
Merrill Lynch July 1998 - September 2003
Skills
Fixed Income
Education
Monmouth University
MBA
Morgan Stanley Smith Barney September 2003 - Present
Merrill Lynch July 1998 - September 2003
Skills
Fixed Income
Education
Monmouth University
MBA
David Padilla, ARM, AU's Morgan Stanley Smith Barney Experience September 2007 - December 2007
Job
Industry Insurance
Experience
AIG October 2011 - Present
Brown & Brown July 2008 - October 2011
Morgan Stanley Smith Barney September 2007 - December 2007
Merrill Lynch June 2007 - August 2007
Skills
Liability, Insurance, Underwriting, Casualty, Property & Casualty...
Education
Michigan State University 2003 — 2007
BS, Finance
American University of Roma
International Business, Operations Management
AIG October 2011 - Present
Brown & Brown July 2008 - October 2011
Morgan Stanley Smith Barney September 2007 - December 2007
Merrill Lynch June 2007 - August 2007
Skills
Liability, Insurance, Underwriting, Casualty, Property & Casualty...
Education
Michigan State University 2003 — 2007
BS, Finance
American University of Roma
International Business, Operations Management
Ogeen Kada's Morgan Stanley Smith Barney Experience December 2008 - August 2010
Job B.A.A. Candidate
Industry Accounting
Experience
Ernst & Young January 2011 - April 2011
Morgan Stanley Smith Barney December 2008 - August 2010
Education
Michigan State University 2008 — 2011
Bachelor of Science, Accounting
Ernst & Young January 2011 - April 2011
Morgan Stanley Smith Barney December 2008 - August 2010
Education
Michigan State University 2008 — 2011
Bachelor of Science, Accounting
Carmen Dente's Morgan Stanley Smith Barney Experience 2011 - 2012
Job Business Development at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Wells Fargo July 2012 - Present
Starchip Ent. May 2009 - Present
Morgan Stanley Smith Barney 2011 - 2012
Skills
Microsoft Office, Bloomberg, Financial Planning, Financial Reporting, Financial Accounting, Corporate Finance
Education
Monmouth University 2007 — 2011
Business, Finance
Raritan Highschool
Wells Fargo July 2012 - Present
Starchip Ent. May 2009 - Present
Morgan Stanley Smith Barney 2011 - 2012
Skills
Microsoft Office, Bloomberg, Financial Planning, Financial Reporting, Financial Accounting, Corporate Finance
Education
Monmouth University 2007 — 2011
Business, Finance
Raritan Highschool
Hilary Daniel's Morgan Stanley Smith Barney Experience May 2005 - May 2006
Job Investment Specialist contractor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
Wells Fargo Advisors May 2006 - May 2011
Morgan Stanley Smith Barney May 2005 - May 2006
Skills
Series 7, Series 63, Uniform Combined State..., Wealth Management, Retirement Planning, Mutual Funds, Series 65, Asset Allocation, Investments, Investment Advisory, Investment Strategies, Securities, Alternative Investments, Fixed Income, Retirement
Education
Strayer University (DC) 2007 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
Monroe College-New Rochelle 2001 — 2004
Bachelor of Business Administration (BBA), Computer and Information Sciences, General
Merrill Lynch October 2011 - Present
Wells Fargo Advisors May 2006 - May 2011
Morgan Stanley Smith Barney May 2005 - May 2006
Skills
Series 7, Series 63, Uniform Combined State..., Wealth Management, Retirement Planning, Mutual Funds, Series 65, Asset Allocation, Investments, Investment Advisory, Investment Strategies, Securities, Alternative Investments, Fixed Income, Retirement
Education
Strayer University (DC) 2007 — 2009
Master of Business Administration (MBA), Finance and Financial Management Services
Monroe College-New Rochelle 2001 — 2004
Bachelor of Business Administration (BBA), Computer and Information Sciences, General
Dustin Rudder's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Financial Consultant at The Hantz Group
Industry Financial Services
Experience
The Hantz Group March 2013 - Present
Multi-Bank Securities, Inc. 2012 - August 2013
Morgan Stanley Smith Barney 2010 - 2011
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Investments, Strategic Financial..., Investment Strategies, Securities, Portfolio Management, Alternative Investments, Fixed Income, Financial Planning
Education
Michigan State University 1994 — 1999
Bachelor of Arts (B.A.), Accounting
The Hantz Group March 2013 - Present
Multi-Bank Securities, Inc. 2012 - August 2013
Morgan Stanley Smith Barney 2010 - 2011
Skills
Series 7, Series 63, Mutual Funds, Uniform Combined State..., Wealth Management, Retirement Planning, Investment Advisory, Asset Allocation, Investments, Strategic Financial..., Investment Strategies, Securities, Portfolio Management, Alternative Investments, Fixed Income, Financial Planning
Education
Michigan State University 1994 — 1999
Bachelor of Arts (B.A.), Accounting
Anthony Lis's Morgan Stanley Smith Barney Experience May 2009 - October 2009
Job Business Banking Officer at PNC Bank
Industry Banking
Experience
PNC Bank September 2010 - Present
Morgan Stanley Smith Barney May 2009 - October 2009
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Treasury Management, Lines Of Credit, Consumer Lending, SBA
Education
Michigan State University 2008 — 2010
Bachelor of Arts (BA), Finance, General
PNC Bank September 2010 - Present
Morgan Stanley Smith Barney May 2009 - October 2009
Skills
Commercial Lending, Small Business Lending, Commercial Banking, Credit Analysis, Treasury Management, Lines Of Credit, Consumer Lending, SBA
Education
Michigan State University 2008 — 2010
Bachelor of Arts (BA), Finance, General
Robert Alati's Morgan Stanley Smith Barney Experience Senior Vice President Financial AdvisorUBS Wealth ManagementJune 1962 - February 2008
Job Senior Vice President | Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney Senior Vice President Financial AdvisorUBS Wealth ManagementJune 1962 - February 2008
Education
Michigan State University
Bachelor of Science (BS), Mathematics
Morgan Stanley Smith Barney Senior Vice President Financial AdvisorUBS Wealth ManagementJune 1962 - February 2008
Education
Michigan State University
Bachelor of Science (BS), Mathematics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.