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
Anjali Menon Anjali Menon's Morgan Stanley Smith Barney Experience July 2011 - Present
Job Technology Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2011 - Present
Nickelodeon January 2011 - May 2011
Skills
Management, JavaScript, Unix, Software Development, Programming, Python, SQL, Agile Methodologies, HTML, C++, CSS, Visio, Databases, C#, MySQL, SDLC, Business Analysis, Java, Linux, XML
Education
New York University 2009 — 2011
Masters, Computer Science
CMR Institute of Technology 2005 — 2009
Bachelor of Engineering, Computer Science
Morgan Stanley Smith Barney July 2011 - Present
Nickelodeon January 2011 - May 2011
Skills
Management, JavaScript, Unix, Software Development, Programming, Python, SQL, Agile Methodologies, HTML, C++, CSS, Visio, Databases, C#, MySQL, SDLC, Business Analysis, Java, Linux, XML
Education
New York University 2009 — 2011
Masters, Computer Science
CMR Institute of Technology 2005 — 2009
Bachelor of Engineering, Computer Science
Angelo Brucchieri Angelo Brucchieri's Morgan Stanley Smith Barney Experience June 2005 - 2010
Job Financial Services
Industry Financial Services
Experience
IQ Ad Net June 2015 - Present
ICM Marketing May 2014 - May 2015
JPMorgan Chase March 2013 - March 2014
J.P. Morgan June 2011 - March 2013
Merrill Lynch June 2010 - November 2010
Morgan Stanley Smith Barney June 2005 - 2010
Skills
Series 7, Wealth Management, Credit, Securities, Private Banking, Investments, Portfolio Management, Banking, Loans, Mortgage Lending, Asset Management, Capital Markets, Credit Analysis, Equities, Financial Advisory, Financial Services, Mutual Funds, Strategy, Structured Finance, Credit Risk, Finance, Fixed Income, Retirement Planning, Strategic Financial..., Wealth Management..., Relationship Management, Loan Origination, Financial Risk, Risk Management, Retail Banking, Cash Management, Mortgage Banking, Consumer Lending, FINRA, High Net Worth..., Sales, Wealth, Securities Lending, Commercial Lending, Residential Mortgages, Credit Cards
Education
Montclair State University 1997 — 2002
Economics
IQ Ad Net June 2015 - Present
ICM Marketing May 2014 - May 2015
JPMorgan Chase March 2013 - March 2014
J.P. Morgan June 2011 - March 2013
Merrill Lynch June 2010 - November 2010
Morgan Stanley Smith Barney June 2005 - 2010
Skills
Series 7, Wealth Management, Credit, Securities, Private Banking, Investments, Portfolio Management, Banking, Loans, Mortgage Lending, Asset Management, Capital Markets, Credit Analysis, Equities, Financial Advisory, Financial Services, Mutual Funds, Strategy, Structured Finance, Credit Risk, Finance, Fixed Income, Retirement Planning, Strategic Financial..., Wealth Management..., Relationship Management, Loan Origination, Financial Risk, Risk Management, Retail Banking, Cash Management, Mortgage Banking, Consumer Lending, FINRA, High Net Worth..., Sales, Wealth, Securities Lending, Commercial Lending, Residential Mortgages, Credit Cards
Education
Montclair State University 1997 — 2002
Economics
Norrice Raymaker Norrice Raymaker's Morgan Stanley Smith Barney Experience January 2005 - January 2012
Job Substitute Teacher at All Saints Episcopal Day School
Industry Primary/Secondary Education
Experience
All Saints Episcopal Day School June 2012 - Present
Morgan Stanley Smith Barney January 2005 - January 2012
Schwab Capital Markets January 2004 - December 2004
Skills
NJ CEAS Teacher of..., NJ CEAS Speech and..., Acting, Singing, Musical Theatre, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Office Management, Non-profits, Community Gardens, Liturgical..., Nonprofits, Administrative..., Human Resources, Fundraising, Administration, Data Entry, Community Outreach
Education
New Jersey City University 2011 — 2012
English/Language Arts Teacher Education
University of Pittsburgh-School of Education 1981 — 1984
Bachelor of Arts (BA), Secondary Education and Teaching
All Saints Episcopal Day School June 2012 - Present
Morgan Stanley Smith Barney January 2005 - January 2012
Schwab Capital Markets January 2004 - December 2004
Skills
NJ CEAS Teacher of..., NJ CEAS Speech and..., Acting, Singing, Musical Theatre, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Office Management, Non-profits, Community Gardens, Liturgical..., Nonprofits, Administrative..., Human Resources, Fundraising, Administration, Data Entry, Community Outreach
Education
New Jersey City University 2011 — 2012
English/Language Arts Teacher Education
University of Pittsburgh-School of Education 1981 — 1984
Bachelor of Arts (BA), Secondary Education and Teaching
Tina Avanessian Tina Avanessian's Morgan Stanley Smith Barney Experience July 2008 - December 2008
Job Interactive Producer at TBWA\Media Arts Lab
Industry Marketing and Advertising
Experience
TBWA\Media Arts Lab February 2015 - Present
TBWA\Media Arts Lab July 2013 - January 2015
ACNE Production July 2012 - June 2013
RPA April 2012 - July 2012
RPA November 2010 - April 2012
Juxt Interactive March 2010 - September 2010
Morgan Stanley Smith Barney July 2008 - December 2008
UC Irvine June 2008 - September 2008
Skills
Creative Development, Research, Editing, Interactive Marketing, Outlook, Photoshop, Adobe Acrobat, Creative Direction, Advertising, Digital Strategy, Interactive Advertising
Education
University of California, Irvine 2006 — 2010
B.A., Economics; International Studies
National University of Singapore 2009 — 2009
School of Business
crescenta valley high school
TBWA\Media Arts Lab February 2015 - Present
TBWA\Media Arts Lab July 2013 - January 2015
ACNE Production July 2012 - June 2013
RPA April 2012 - July 2012
RPA November 2010 - April 2012
Juxt Interactive March 2010 - September 2010
Morgan Stanley Smith Barney July 2008 - December 2008
UC Irvine June 2008 - September 2008
Skills
Creative Development, Research, Editing, Interactive Marketing, Outlook, Photoshop, Adobe Acrobat, Creative Direction, Advertising, Digital Strategy, Interactive Advertising
Education
University of California, Irvine 2006 — 2010
B.A., Economics; International Studies
National University of Singapore 2009 — 2009
School of Business
crescenta valley high school
Sean Robert Lyons Sean Robert Lyons's Morgan Stanley Smith Barney Experience December 2011 - September 2012
Job Senior IT Education and Facilitation Specialist
Industry Information Technology and Services
Experience
Lyons Professional Services September 2012 - September 2015
Kelly Educational Svc September 2014 - August 2015
Amazon June 2015 - July 2015
TMTENTERTAINMENT August 2014 - March 2015
American Institutes for Research September 2013 - September 2013
Industrious Empire Film October 2012 - November 2012
Morgan Stanley Smith Barney December 2011 - September 2012
Volunteers of America of Kentucky January 2009 - August 2010
Coldwell Banker 2006 - 2009
Manhattan Mitigation August 2008 - December 2008
Skills
Corporate Development, Training & Development, Software Project..., Change Management, Mortgage Banking, Real Estate Transactions, Diversity Training, Product Management, Process Improvement, Business Management, Account Management, Software Implementation, Internet Banking, Executive Coaching, Strategic Planning, Coaching, Real Estate, Visio, SharePoint, Negotiation, Foreclosures, Team Building, Leadership, First Time Home Buyers, Business Development, Leadership Development, Strategy, New Business Development, Consulting, Business Analysis, Residential Homes, Marketing Strategy, REO, Selling, Public Speaking, Recruiting, Project Management, Management, Training, Employee Training, Cross-functional Team..., Marketing, Banking, Retail, Sales, Customer Service, Community Outreach, CRM, Social Networking, Program Management
Education
Murray State University 1989 — 1994
Bachelors of Science, Organizational Communication
Universität Regensburg / University of Regensburg
Foreign Affairs, International Business/Trade/Commerce
Lyons Professional Services September 2012 - September 2015
Kelly Educational Svc September 2014 - August 2015
Amazon June 2015 - July 2015
TMTENTERTAINMENT August 2014 - March 2015
American Institutes for Research September 2013 - September 2013
Industrious Empire Film October 2012 - November 2012
Morgan Stanley Smith Barney December 2011 - September 2012
Volunteers of America of Kentucky January 2009 - August 2010
Coldwell Banker 2006 - 2009
Manhattan Mitigation August 2008 - December 2008
Skills
Corporate Development, Training & Development, Software Project..., Change Management, Mortgage Banking, Real Estate Transactions, Diversity Training, Product Management, Process Improvement, Business Management, Account Management, Software Implementation, Internet Banking, Executive Coaching, Strategic Planning, Coaching, Real Estate, Visio, SharePoint, Negotiation, Foreclosures, Team Building, Leadership, First Time Home Buyers, Business Development, Leadership Development, Strategy, New Business Development, Consulting, Business Analysis, Residential Homes, Marketing Strategy, REO, Selling, Public Speaking, Recruiting, Project Management, Management, Training, Employee Training, Cross-functional Team..., Marketing, Banking, Retail, Sales, Customer Service, Community Outreach, CRM, Social Networking, Program Management
Education
Murray State University 1989 — 1994
Bachelors of Science, Organizational Communication
Universität Regensburg / University of Regensburg
Foreign Affairs, International Business/Trade/Commerce
LingRong Chen LingRong Chen's Morgan Stanley Smith Barney Experience December 2009 - March 2012
Job Project Manager
Industry Information Technology and Services
Experience
Puissance Capital March 2015 - Present
Morgan Stanley Smith Barney December 2009 - March 2012
Beijing Gaohua Securities Limited Limited October 2006 - March 2009
Goldman Sachs 1996 - 2006
Skills
Analysis, Budgets, CRM, Capital Markets, Derivatives, Equities, Finance, Fixed Income, Integration, Portfolio Management, Hedge Funds, Project Management, Series 7, Strategy, Wealth Management
Education
New Jersey Institute of Technology 1995 — 1996
Master of Science (MS), Computer Science
University of Arkansas at Fayetteville 1991 — 1994
Master of Science (MS) and Bachelor of Science (BS), Chemical Engineering
Zhejiang University 1988 — 1990
Puissance Capital March 2015 - Present
Morgan Stanley Smith Barney December 2009 - March 2012
Beijing Gaohua Securities Limited Limited October 2006 - March 2009
Goldman Sachs 1996 - 2006
Skills
Analysis, Budgets, CRM, Capital Markets, Derivatives, Equities, Finance, Fixed Income, Integration, Portfolio Management, Hedge Funds, Project Management, Series 7, Strategy, Wealth Management
Education
New Jersey Institute of Technology 1995 — 1996
Master of Science (MS), Computer Science
University of Arkansas at Fayetteville 1991 — 1994
Master of Science (MS) and Bachelor of Science (BS), Chemical Engineering
Zhejiang University 1988 — 1990
Brianna Jackson Brianna Jackson's Morgan Stanley Smith Barney Experience March 2013 - June 2014
Job Contract Specialist at the Air Force Nuclear Weapons Center at Kirtland Air Force Base
Industry Defense & Space
Experience
Air Force September 2014 - Present
Morgan Stanley Smith Barney March 2013 - June 2014
The University of New Mexico November 2012 - April 2013
Rael, With, Ahrendsen, CPAs June 2011 - August 2011
Sam's Club June 2010 - October 2010
Active Fun Golf Games & Go-Karts June 2006 - July 2009
Education
The University of New Mexico 2013 — 2014
Master's of Business Administration, Finance and Accounting
The University of New Mexico 2010 — 2012
Bachelor's of Business Administration (BBA), Accounting
New Mexico State University-Alamogordo 2008 — 2010
Air Force September 2014 - Present
Morgan Stanley Smith Barney March 2013 - June 2014
The University of New Mexico November 2012 - April 2013
Rael, With, Ahrendsen, CPAs June 2011 - August 2011
Sam's Club June 2010 - October 2010
Active Fun Golf Games & Go-Karts June 2006 - July 2009
Education
The University of New Mexico 2013 — 2014
Master's of Business Administration, Finance and Accounting
The University of New Mexico 2010 — 2012
Bachelor's of Business Administration (BBA), Accounting
New Mexico State University-Alamogordo 2008 — 2010
David Sokolow David Sokolow's Morgan Stanley Smith Barney Experience December 2007 - October 2009
Job Product Marketing at GrubHub
Industry Internet
Experience
GrubHub June 2015 - Present
GrubHub Inc. February 2015 - June 2015
GrubHub Inc. August 2013 - February 2015
Seamless.com July 2013 - August 2013
Deloitte July 2010 - June 2013
Morgan Stanley Smith Barney December 2007 - October 2009
Skills
Management Consulting, Financial Modeling, Investment Banking, Financial Analysis, Bloomberg, Valuation, Microsoft Office, Project Management, Due Diligence, PowerPoint, Data Analysis, Research, Corporate Finance, Business Analysis, Business Strategy, Market Research, Analytics, Product Marketing
Education
New York University 2006 — 2010
Bachelor of Science (BS), Finance and Marketing
National University of Singapore 2008 — 2008
GrubHub June 2015 - Present
GrubHub Inc. February 2015 - June 2015
GrubHub Inc. August 2013 - February 2015
Seamless.com July 2013 - August 2013
Deloitte July 2010 - June 2013
Morgan Stanley Smith Barney December 2007 - October 2009
Skills
Management Consulting, Financial Modeling, Investment Banking, Financial Analysis, Bloomberg, Valuation, Microsoft Office, Project Management, Due Diligence, PowerPoint, Data Analysis, Research, Corporate Finance, Business Analysis, Business Strategy, Market Research, Analytics, Product Marketing
Education
New York University 2006 — 2010
Bachelor of Science (BS), Finance and Marketing
National University of Singapore 2008 — 2008
Jeanette Keys's Morgan Stanley Smith Barney Experience September 2008 - August 2011
Job Budget Planning and Analysis Professional
Industry Pharmaceuticals
Experience
Pfizer March 2013 - Present
Morgan Stanley Smith Barney September 2008 - August 2011
Skills
Analysis, Management, Performance Management, Cross-functional Team..., Budget Analysis, Financial Reporting, Financial Modeling, Strategy, Risk Management, Project Management, Process Improvement, Vendor Management, Training
Education
New Jersey City University 2010 — 2014
Bachelor's Degree, Business/Managerial Economics
Pfizer March 2013 - Present
Morgan Stanley Smith Barney September 2008 - August 2011
Skills
Analysis, Management, Performance Management, Cross-functional Team..., Budget Analysis, Financial Reporting, Financial Modeling, Strategy, Risk Management, Project Management, Process Improvement, Vendor Management, Training
Education
New Jersey City University 2010 — 2014
Bachelor's Degree, Business/Managerial Economics
Eric Santagato Eric Santagato's Morgan Stanley Smith Barney Experience May 2008 - January 2009
Job Sales Manager at Republic Services
Industry Environmental Services
Experience
Republic Services May 2015 - Present
Republic Services June 2013 - Present
Republic Services Inc August 2011 - June 2013
Republic Services Inc August 2009 - August 2011
Morgan Stanley Smith Barney May 2008 - January 2009
The Phoenix Center December 2006 - August 2007
Skills
Leadership, Training, Finance, Selling, Sales, Program Management, Sales Process, Sales Management, Account Management, Microsoft Word, Forecasting, Cold Calling, Management, Recycling, Contract Negotiation, Customer Retention, Microsoft Excel, Waste Management, Microsoft Office, Salesforce.com, Team Building, Budgets, Business Development, New Business Development, Strategic Planning, Pricing, Software Documentation, Investments, Sales Operations, Customer Service, Solid Waste, Recruiting, Marketing, Internal Audit, PowerPoint, Direct Sales, Sustainability, Operations Management
Education
Muhlenberg College 2005 — 2009
Bachelor of Arts, Business Management
Republic Services May 2015 - Present
Republic Services June 2013 - Present
Republic Services Inc August 2011 - June 2013
Republic Services Inc August 2009 - August 2011
Morgan Stanley Smith Barney May 2008 - January 2009
The Phoenix Center December 2006 - August 2007
Skills
Leadership, Training, Finance, Selling, Sales, Program Management, Sales Process, Sales Management, Account Management, Microsoft Word, Forecasting, Cold Calling, Management, Recycling, Contract Negotiation, Customer Retention, Microsoft Excel, Waste Management, Microsoft Office, Salesforce.com, Team Building, Budgets, Business Development, New Business Development, Strategic Planning, Pricing, Software Documentation, Investments, Sales Operations, Customer Service, Solid Waste, Recruiting, Marketing, Internal Audit, PowerPoint, Direct Sales, Sustainability, Operations Management
Education
Muhlenberg College 2005 — 2009
Bachelor of Arts, Business Management
Vijayant Bhatnagar Vijayant Bhatnagar's Morgan Stanley Smith Barney Experience July 2009 - August 2009
Job MBA Candidate at UC Berkeley, Haas School of Business
Industry Management Consulting
Experience
Cisco Systems Inc. May 2015 - August 2015
Citi Private Bank January 2011 - May 2014
Citigroup August 2010 - December 2010
Citigroup July 2008 - July 2010
Citi Personal Wealth Management July 2008 - October 2009
Morgan Stanley Smith Barney July 2009 - August 2009
Rutgers University - WINLAB August 2006 - June 2008
Rutgers University October 2007 - April 2008
Barclays Capital June 2007 - August 2007
Tata Consultancy Services July 2004 - August 2006
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2008
MS, Computer Engineering
National Institute of Technology Rourkela 2000 — 2004
B.Tech (with Hons), Electronics and Instrumentation Engineering
Cisco Systems Inc. May 2015 - August 2015
Citi Private Bank January 2011 - May 2014
Citigroup August 2010 - December 2010
Citigroup July 2008 - July 2010
Citi Personal Wealth Management July 2008 - October 2009
Morgan Stanley Smith Barney July 2009 - August 2009
Rutgers University - WINLAB August 2006 - June 2008
Rutgers University October 2007 - April 2008
Barclays Capital June 2007 - August 2007
Tata Consultancy Services July 2004 - August 2006
Education
University of California, Berkeley, Haas School of Business 2014 — 2016
Master of Business Administration (M.B.A.)
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2008
MS, Computer Engineering
National Institute of Technology Rourkela 2000 — 2004
B.Tech (with Hons), Electronics and Instrumentation Engineering
Prosenjit Mukherjee Prosenjit Mukherjee's Morgan Stanley Smith Barney Experience May 2012 - Present
Job Database Analyst Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney May 2012 - Present
Tata Consultancy Services August 2011 - May 2012
Teradata December 2009 - August 2011
Reliance Communications March 2008 - December 2009
Tata Consultancy Services March 2007 - February 2008
Skills
Performance Tuning, Oracle 9i, Solaris, Database Administration, Teradata, Postgree SQL, Windows Server Editions, SQL Tuning, Oracle Developer 2000, Suse Linux, Oracle, Unix Shell Scripting, Shell Scripting, Linux, SQL, Oracle RAC, Data Warehousing, ETL
Education
Nagpur University
B.E, Computer Engineering
Morgan Stanley Smith Barney May 2012 - Present
Tata Consultancy Services August 2011 - May 2012
Teradata December 2009 - August 2011
Reliance Communications March 2008 - December 2009
Tata Consultancy Services March 2007 - February 2008
Skills
Performance Tuning, Oracle 9i, Solaris, Database Administration, Teradata, Postgree SQL, Windows Server Editions, SQL Tuning, Oracle Developer 2000, Suse Linux, Oracle, Unix Shell Scripting, Shell Scripting, Linux, SQL, Oracle RAC, Data Warehousing, ETL
Education
Nagpur University
B.E, Computer Engineering
Colleen Griffin Bennett's Morgan Stanley Smith Barney Experience March 1994 - August 1999
Job Administrative Support at Morgan Stanley Wealth Management
Industry Publishing
Experience
Morgan Stanley Wealth Management October 2013 - Present
Keller Williams Real Estate August 1999 - Present
Applause Marketing January 2010 - October 2013
Morgan Stanley Smith Barney March 1994 - August 1999
Calvin Klein Menswear July 1979 - August 1986
Merv Griffin Entertainment July 1974 - September 1979
Skills
New Business Development, Client Service Associate, Sales Management, Marketing, Sales, Residential Real Estate, Contract Negotiation, Investment Consultant, Executive Assistant, Client Development, CRM, Fashion, Event Planning, Merchandising, Sales Operations, Residential Homes, Social Networking, Business Development, Short Sales, New Home Sales, Real Estate, Lead Generation, Public Relations, Customer Service, Investment Properties, Cold Calling, Relocation Buyers, Entrepreneurship, Marketing Strategy, Foreclosures, Sales Presentations, Purchasing, Trade Shows, REO, Home Staging, Advertising, Finance, Video Production, Budgets, Editing, Networking, Account Management, Online Marketing, Team Building, Selling, Retail, Social Media Marketing, Event Management, Online Advertising, Listings
Education
Pasadena City College
Screenwriting, Art History, Design, Life Drawing, Secretarial Science
Mt. San Antonio College
Real Estate Finance, Real Estate Law, Child Psychology
Morgan Stanley Wealth Management October 2013 - Present
Keller Williams Real Estate August 1999 - Present
Applause Marketing January 2010 - October 2013
Morgan Stanley Smith Barney March 1994 - August 1999
Calvin Klein Menswear July 1979 - August 1986
Merv Griffin Entertainment July 1974 - September 1979
Skills
New Business Development, Client Service Associate, Sales Management, Marketing, Sales, Residential Real Estate, Contract Negotiation, Investment Consultant, Executive Assistant, Client Development, CRM, Fashion, Event Planning, Merchandising, Sales Operations, Residential Homes, Social Networking, Business Development, Short Sales, New Home Sales, Real Estate, Lead Generation, Public Relations, Customer Service, Investment Properties, Cold Calling, Relocation Buyers, Entrepreneurship, Marketing Strategy, Foreclosures, Sales Presentations, Purchasing, Trade Shows, REO, Home Staging, Advertising, Finance, Video Production, Budgets, Editing, Networking, Account Management, Online Marketing, Team Building, Selling, Retail, Social Media Marketing, Event Management, Online Advertising, Listings
Education
Pasadena City College
Screenwriting, Art History, Design, Life Drawing, Secretarial Science
Mt. San Antonio College
Real Estate Finance, Real Estate Law, Child Psychology
Jeff Lesniewicz Jeff Lesniewicz's Morgan Stanley Smith Barney Experience March 2010 - June 2012
Job THE LAT GROUP Vice PresidentSR.Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney March 2010 - June 2012
Wells Fargo Advisors August 2007 - 2010
WAM, LLC January 2005 - August 2007
CBOT October 2001 - August 2005
Skills
Options, Series 7, Equities, Trading, Mutual Funds, Trade Execution, Equity Trading, Brokerage, Investments, Wealth Management, Commodity, Technical Analysis, Finance, Series 63, Alternative Investments, Securities, Hedge Funds, Fixed Income, Capital Markets, Asset Management, Investment Strategies, Electronic Trading, Bonds, Derivatives, Portfolio Management, ETFs, FINRA, Trading Systems, Hedging, 401k, FX Options, Trading Strategies, Foreign Exchange, Currency, Loans, Funding, Retirement, Structured Finance
Education
Homewood Flossmoor High School
National Louis University
MAT, Teaching
Purdue University
BA, History-Purdue U
University of Nebraska-Lincoln
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney March 2010 - June 2012
Wells Fargo Advisors August 2007 - 2010
WAM, LLC January 2005 - August 2007
CBOT October 2001 - August 2005
Skills
Options, Series 7, Equities, Trading, Mutual Funds, Trade Execution, Equity Trading, Brokerage, Investments, Wealth Management, Commodity, Technical Analysis, Finance, Series 63, Alternative Investments, Securities, Hedge Funds, Fixed Income, Capital Markets, Asset Management, Investment Strategies, Electronic Trading, Bonds, Derivatives, Portfolio Management, ETFs, FINRA, Trading Systems, Hedging, 401k, FX Options, Trading Strategies, Foreign Exchange, Currency, Loans, Funding, Retirement, Structured Finance
Education
Homewood Flossmoor High School
National Louis University
MAT, Teaching
Purdue University
BA, History-Purdue U
University of Nebraska-Lincoln
George Loures George Loures's Morgan Stanley Smith Barney Experience November 1997 - January 2000
Job Regional Sales Director at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners September 2014 - Present
SunAmerica July 2010 - September 2014
MetLife Investors January 2000 - June 2010
Metlife 2000 - 2010
Travelers Life & Annuity January 2000 - January 2004
Morgan Stanley Smith Barney November 1997 - January 2000
Walt Disney World 1989 - 1989
Skills
Fixed Annuities, 401k, Series 63, Mutual Funds, Investments, Insurance, Securities, Sales Operations, Finance, Investment Strategies, Retirement Planning, Variable Annuities, Series 7
Education
New York Institute of Technology 1988 — 1991
New York Institute of Technology 1988 — 1991
Business
Franklin Square Capital Partners September 2014 - Present
SunAmerica July 2010 - September 2014
MetLife Investors January 2000 - June 2010
Metlife 2000 - 2010
Travelers Life & Annuity January 2000 - January 2004
Morgan Stanley Smith Barney November 1997 - January 2000
Walt Disney World 1989 - 1989
Skills
Fixed Annuities, 401k, Series 63, Mutual Funds, Investments, Insurance, Securities, Sales Operations, Finance, Investment Strategies, Retirement Planning, Variable Annuities, Series 7
Education
New York Institute of Technology 1988 — 1991
New York Institute of Technology 1988 — 1991
Business
Robbin Hicks Robbin Hicks's Morgan Stanley Smith Barney Experience January 2005 - April 2014
Job Broker Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Humana May 2015 - Present
Morgan Stanley Smith Barney January 2005 - April 2014
Prudential Financial May 1993 - January 2005
Skills
Finance, Account Reconciliation, Trading, Equities, Mutual Funds, Securities, Financial Services, Accounting, Brokerage, Risk Management, Financial Analysis, Business Analysis, Fixed Income, Back Office, Portfolio Management, Microsoft Excel, Customer Service, Process Improvement
Education
New York Institute of Technology 1979 — 1983
Bachelor of Arts (BA), Communication and Media Studies
Humana May 2015 - Present
Morgan Stanley Smith Barney January 2005 - April 2014
Prudential Financial May 1993 - January 2005
Skills
Finance, Account Reconciliation, Trading, Equities, Mutual Funds, Securities, Financial Services, Accounting, Brokerage, Risk Management, Financial Analysis, Business Analysis, Fixed Income, Back Office, Portfolio Management, Microsoft Excel, Customer Service, Process Improvement
Education
New York Institute of Technology 1979 — 1983
Bachelor of Arts (BA), Communication and Media Studies
Andrew Koval Andrew Koval's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Associate at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners July 2015 - Present
Guggenheim Partners July 2012 - June 2015
Guggenheim Partners June 2011 - August 2011
Safra Asset Management August 2010 - April 2011
Friends of Schumer February 2010 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Financial Modeling, Valuation, Due Diligence, Mergers & Acquisitions, Investment Banking, Portfolio Management, Strategy, Hedge Funds, LBO, Management, Restructuring, Fundraising, Public Broadcasting, Digital Media, Sourcing, Media, Cuisine, Business Strategy, Animal Behavior, Cold Calling, Wildlife, Safari
Education
New York University 2008 — 2012
Bachelor of Arts, Economics
Guggenheim Partners July 2015 - Present
Guggenheim Partners July 2012 - June 2015
Guggenheim Partners June 2011 - August 2011
Safra Asset Management August 2010 - April 2011
Friends of Schumer February 2010 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Financial Modeling, Valuation, Due Diligence, Mergers & Acquisitions, Investment Banking, Portfolio Management, Strategy, Hedge Funds, LBO, Management, Restructuring, Fundraising, Public Broadcasting, Digital Media, Sourcing, Media, Cuisine, Business Strategy, Animal Behavior, Cold Calling, Wildlife, Safari
Education
New York University 2008 — 2012
Bachelor of Arts, Economics
Olga Demyanenko-Todd's Morgan Stanley Smith Barney Experience September 2008 - December 2008
Job Consultant
Industry Investment Management
Experience
Bank of America February 2015 - Present
Marsh & McLennan Companies, Inc. November 2013 - March 2014
JPMorgan Chase & Co. July 2013 - November 2013
BNP Paribas March 2013 - May 2013
Ivesian Audio Books July 2011 - December 2012
APG September 2008 - June 2011
APG Asset Management September 2008 - June 2011
Morgan Stanley Smith Barney September 2008 - December 2008
American Express January 1998 - March 2007
Education
NEW YORK UNIVERSITY 2006 — 2011
BA, Economics
BRAMSON ORT COLLEGE
AOS Degree, Accounting
Moscow Power Engineering Institute (Technical University)
Laser and Optical Engineering
SUNY Levin Institute
Bank of America February 2015 - Present
Marsh & McLennan Companies, Inc. November 2013 - March 2014
JPMorgan Chase & Co. July 2013 - November 2013
BNP Paribas March 2013 - May 2013
Ivesian Audio Books July 2011 - December 2012
APG September 2008 - June 2011
APG Asset Management September 2008 - June 2011
Morgan Stanley Smith Barney September 2008 - December 2008
American Express January 1998 - March 2007
Education
NEW YORK UNIVERSITY 2006 — 2011
BA, Economics
BRAMSON ORT COLLEGE
AOS Degree, Accounting
Moscow Power Engineering Institute (Technical University)
Laser and Optical Engineering
SUNY Levin Institute
Michael Fulton Michael Fulton's Morgan Stanley Smith Barney Experience December 2010 - April 2011
Job IP Security Solution Trainer for Genetec, Inc.
Industry Information Technology and Services
Experience
CSI 2013 - Present
Genetec May 2013 - Present
AMatthews&Associates January 2010 - Present
The Cara Group July 2012 - November 2012
The Training Associates May 2012 - May 2012
Sage November 2011 - April 2012
Bank of America May 2011 - August 2011
Morgan Stanley Smith Barney December 2010 - April 2011
Kellogg Company October 2006 - November 2010
Empire Today, LLC April 2004 - October 2006
Skills
SharePoint, Visio, Access, Troubleshooting, Project Management, Change Management, Business Analysis, Lotus Notes, Vendor Management, Needs Analysis, SQL, Coaching, Security, Leadership, Windows Server, Training, Process Improvement, Servers, Team Building, Networking, Training Delivery
Education
CSI
Comptia Security + Certification
Westinghouse
APM Group 2007 — 2007
Certificate ITIL Version 3 Foundation, Computer Technology/Computer Systems Technology
National Louis University 1985 — 2005
Bachelors, Behavioral Science
TechSkills Computer Training 2003 — 2003
CompTIA A+ Certification, Computer Technology
TechSkills Computer Training 2003 — 2003
CompTIA Network+ Certification, Computer Technology/Computer Systems Technology
Community College of the Air Force, Maxwell Air Force 1976 — 1996
Associate, Computer Technology
Chicago Urban League Computer Training Center 1976 — 1976
JCL/COBOL Programming, Computer Technology
CSI 2013 - Present
Genetec May 2013 - Present
AMatthews&Associates January 2010 - Present
The Cara Group July 2012 - November 2012
The Training Associates May 2012 - May 2012
Sage November 2011 - April 2012
Bank of America May 2011 - August 2011
Morgan Stanley Smith Barney December 2010 - April 2011
Kellogg Company October 2006 - November 2010
Empire Today, LLC April 2004 - October 2006
Skills
SharePoint, Visio, Access, Troubleshooting, Project Management, Change Management, Business Analysis, Lotus Notes, Vendor Management, Needs Analysis, SQL, Coaching, Security, Leadership, Windows Server, Training, Process Improvement, Servers, Team Building, Networking, Training Delivery
Education
CSI
Comptia Security + Certification
Westinghouse
APM Group 2007 — 2007
Certificate ITIL Version 3 Foundation, Computer Technology/Computer Systems Technology
National Louis University 1985 — 2005
Bachelors, Behavioral Science
TechSkills Computer Training 2003 — 2003
CompTIA A+ Certification, Computer Technology
TechSkills Computer Training 2003 — 2003
CompTIA Network+ Certification, Computer Technology/Computer Systems Technology
Community College of the Air Force, Maxwell Air Force 1976 — 1996
Associate, Computer Technology
Chicago Urban League Computer Training Center 1976 — 1976
JCL/COBOL Programming, Computer Technology
Barry Grays Barry Grays's Morgan Stanley Smith Barney Experience June 2007 - October 2013
Job Collector /(SPOC) at Green Tree Servicing
Industry Financial Services
Experience
Green Tree Servicing August 2015 - Present
DomPatCi Management Solutions November 2013 - December 2014
Morgan Stanley Smith Barney June 2007 - October 2013
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Equities, Finance, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Securities
Education
New Jersey City University 1997 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Green Tree Servicing August 2015 - Present
DomPatCi Management Solutions November 2013 - December 2014
Morgan Stanley Smith Barney June 2007 - October 2013
Skills
Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Equities, Finance, Financial Analysis, Financial Services, Fixed Income, Hedge Funds, Investments, Mutual Funds, Portfolio Management, Securities
Education
New Jersey City University 1997 — 2000
Bachelor of Science (B.S.), Business Administration and Management, General
Austin Morris Austin Morris's Morgan Stanley Smith Barney Experience June 2010 - September 2011
Job Wealth Management Advisor
Industry Financial Services
Experience
TIAA-CREF September 2015 - Present
TD Ameritrade December 2012 - August 2015
ProShares Advisors, LLC November 2011 - January 2013
Morgan Stanley Smith Barney June 2010 - September 2011
M&T Investment Group June 2007 - June 2010
ASCD 2000 - 2003
Skills
Series 7, Series 65, Series 63, Series 6, Asset Allocation, Wealth Management, Retirement Planning, Alternative Investments, Investments, Options, Mutual Funds, Asset Management, Financial Services, Investment Advisory, Financial Planning, Investment Strategies
Education
Morgan State University 2004 — 2007
B.A., Public Relations
Stony Brook University 2002 — 2004
Business Management
TIAA-CREF September 2015 - Present
TD Ameritrade December 2012 - August 2015
ProShares Advisors, LLC November 2011 - January 2013
Morgan Stanley Smith Barney June 2010 - September 2011
M&T Investment Group June 2007 - June 2010
ASCD 2000 - 2003
Skills
Series 7, Series 65, Series 63, Series 6, Asset Allocation, Wealth Management, Retirement Planning, Alternative Investments, Investments, Options, Mutual Funds, Asset Management, Financial Services, Investment Advisory, Financial Planning, Investment Strategies
Education
Morgan State University 2004 — 2007
B.A., Public Relations
Stony Brook University 2002 — 2004
Business Management
Bridget Young Bridget Young's Morgan Stanley Smith Barney Experience March 2010 - June 2013
Job Research Analyst at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC June 2013 - Present
Morgan Stanley Smith Barney March 2010 - June 2013
Moodys Investor Services February 2009 - April 2010
CIFG January 2007 - August 2008
HealthPass 2003 - 2007
Visible World 1999 - December 2001
Skills
Credit Analysis, Fixed Income, Bonds, Capital Markets, Bloomberg
Education
New York University
Lord, Abbett & Co. LLC June 2013 - Present
Morgan Stanley Smith Barney March 2010 - June 2013
Moodys Investor Services February 2009 - April 2010
CIFG January 2007 - August 2008
HealthPass 2003 - 2007
Visible World 1999 - December 2001
Skills
Credit Analysis, Fixed Income, Bonds, Capital Markets, Bloomberg
Education
New York University
Karen Hall Karen Hall's Morgan Stanley Smith Barney Experience April 2011 - September 2011
Job Compliance and Business Analyst in Project Management with a strong track record, to identify exposure and take action
Industry Banking
Experience
PwC LLP, Promontory Risk Review LLC, UBS Wealth Management Americas November 2014 - July 2015
Deutsche Bank Trust Company Americas February 2014 - October 2014
JPMC, AmStock, K2 Intelligence, and National Bank of Kuwait October 2012 - November 2013
MORGAN STANLEY SMITH BARNEY April 2011 - September 2011
THE GARDEN AT ST. ANN’S CHURCH June 2009 - September 2010
NEW YORK JUNIOR LEAGUE January 2005 - 2010
BANK OF NEW YORK MELLON August 2007 - January 2008
EMIGRANT COMMERCIAL MORTGAGE CORP. April 2007 - June 2007
LEHMAN BROTHERS November 2006 - March 2007
DEUTSCHE BANK February 2006 - September 2006
Education
New York University 1999 — 2001
Paralegal Certificate, Paralegal Studies
Westminster College (PA) 1980 — 1984
BA, Political Science
PwC LLP, Promontory Risk Review LLC, UBS Wealth Management Americas November 2014 - July 2015
Deutsche Bank Trust Company Americas February 2014 - October 2014
JPMC, AmStock, K2 Intelligence, and National Bank of Kuwait October 2012 - November 2013
MORGAN STANLEY SMITH BARNEY April 2011 - September 2011
THE GARDEN AT ST. ANN’S CHURCH June 2009 - September 2010
NEW YORK JUNIOR LEAGUE January 2005 - 2010
BANK OF NEW YORK MELLON August 2007 - January 2008
EMIGRANT COMMERCIAL MORTGAGE CORP. April 2007 - June 2007
LEHMAN BROTHERS November 2006 - March 2007
DEUTSCHE BANK February 2006 - September 2006
Education
New York University 1999 — 2001
Paralegal Certificate, Paralegal Studies
Westminster College (PA) 1980 — 1984
BA, Political Science
Daniel Connelly Daniel Connelly's Morgan Stanley Smith Barney Experience September 2011 - March 2012
Job Associate Consultant at Rosetta
Industry Management Consulting
Experience
Rosetta March 2015 - Present
Benenson Strategy Group August 2013 - March 2015
Penn Schoen Berland June 2013 - August 2013
Kapitall May 2012 - April 2013
Morgan Stanley Smith Barney September 2011 - March 2012
Rubin & Rothman June 2011 - August 2011
Democratic National Committee August 2010 - December 2010
Skills
Spanish, Microsoft Office, Social Media, Research, Blogging, Facebook, American Politics, Greek Life, Organizational..., Team Leadership
Education
New York University 2011 — 2013
Bachelor of Science (BS), Political Science and Government
New York University 2010 — 2013
Bachelor of Arts (B.A.), Political Science and Government, Junior
Chaminade High School
Rosetta March 2015 - Present
Benenson Strategy Group August 2013 - March 2015
Penn Schoen Berland June 2013 - August 2013
Kapitall May 2012 - April 2013
Morgan Stanley Smith Barney September 2011 - March 2012
Rubin & Rothman June 2011 - August 2011
Democratic National Committee August 2010 - December 2010
Skills
Spanish, Microsoft Office, Social Media, Research, Blogging, Facebook, American Politics, Greek Life, Organizational..., Team Leadership
Education
New York University 2011 — 2013
Bachelor of Science (BS), Political Science and Government
New York University 2010 — 2013
Bachelor of Arts (B.A.), Political Science and Government, Junior
Chaminade High School
Raj Beggs's Morgan Stanley Smith Barney Experience June 2009 - November 2011
Job Service Delivery Manager at Morgan Stanley Wealth Management
Industry Telecommunications
Experience
Morgan Stanley Wealth Management November 2011 - Present
Morgan Stanley Smith Barney June 2009 - November 2011
Citi Group February 2008 - June 2009
National Retail Systems, Inc October 2000 - February 2008
Skills
Vendor Management, Business Analysis, Process Improvement, VBA, Microsoft Office, Financial Modeling, SharePoint, Microsoft Excel, Visio, PMO, Program Management, IT Strategy, Data Analysis, Software Project..., Telecommunications, SDLC, Risk Management, ITIL, Project Management, Service Delivery, Project Portfolio..., PMP, MS Project, Project Delivery, Disaster Recovery, Team Leadership, IT Management, Management, Business Process..., IT Service Management
Education
New Jersey City University 2003 — 2009
BA, Media Arts
Morgan Stanley Wealth Management November 2011 - Present
Morgan Stanley Smith Barney June 2009 - November 2011
Citi Group February 2008 - June 2009
National Retail Systems, Inc October 2000 - February 2008
Skills
Vendor Management, Business Analysis, Process Improvement, VBA, Microsoft Office, Financial Modeling, SharePoint, Microsoft Excel, Visio, PMO, Program Management, IT Strategy, Data Analysis, Software Project..., Telecommunications, SDLC, Risk Management, ITIL, Project Management, Service Delivery, Project Portfolio..., PMP, MS Project, Project Delivery, Disaster Recovery, Team Leadership, IT Management, Management, Business Process..., IT Service Management
Education
New Jersey City University 2003 — 2009
BA, Media Arts
Elaine Mao Elaine Mao's Morgan Stanley Smith Barney Experience August 2008 - February 2009
Job Sales Strategy & Ops / Biz Dev @ Uber
Industry Internet
Experience
Uber May 2015 - Present
LinkedIn August 2013 - May 2015
KPMG October 2010 - August 2013
KPMG Advisory June 2009 - August 2009
Morgan Stanley Smith Barney August 2008 - February 2009
Skills
Financial Modeling, Marketing Strategy, Product Development, Business Process..., Business Strategy, Account Management, Internal Controls, Financial Analysis, Capital IQ, Sarbanes-Oxley Act, Private Equity, Valuation, Management Consulting, Project Management, Due Diligence, Corporate Finance, Mergers & Acquisitions, Analytics, Forecasting, Business Relationship..., CRM, Data Analytics, Sales Operations, Strategic Planning
Education
University of California, Berkeley
Bachelor of Science (B.S.), Economics
National University of Singapore
UC Education Study Abroad Program
Uber May 2015 - Present
LinkedIn August 2013 - May 2015
KPMG October 2010 - August 2013
KPMG Advisory June 2009 - August 2009
Morgan Stanley Smith Barney August 2008 - February 2009
Skills
Financial Modeling, Marketing Strategy, Product Development, Business Process..., Business Strategy, Account Management, Internal Controls, Financial Analysis, Capital IQ, Sarbanes-Oxley Act, Private Equity, Valuation, Management Consulting, Project Management, Due Diligence, Corporate Finance, Mergers & Acquisitions, Analytics, Forecasting, Business Relationship..., CRM, Data Analytics, Sales Operations, Strategic Planning
Education
University of California, Berkeley
Bachelor of Science (B.S.), Economics
National University of Singapore
UC Education Study Abroad Program
Amanda Lenok Amanda Lenok's Morgan Stanley Smith Barney Experience September 2006 - December 2006
Job Manager at Deloitte & Touche, LLP
Industry Financial Services
Experience
Deloitte & Touche November 2010 - Present
FINRA June 2007 - November 2010
Merrill Lynch March 2007 - June 2007
Morgan Stanley Smith Barney September 2006 - December 2006
Skills
Financial Risk, Banking, Financial Modeling, Microsoft Office, Corporate Finance, Valuation, Management, Securities
Education
New York University 2003 — 2007
BA, Economics
Deloitte & Touche November 2010 - Present
FINRA June 2007 - November 2010
Merrill Lynch March 2007 - June 2007
Morgan Stanley Smith Barney September 2006 - December 2006
Skills
Financial Risk, Banking, Financial Modeling, Microsoft Office, Corporate Finance, Valuation, Management, Securities
Education
New York University 2003 — 2007
BA, Economics
Dave True Dave True's Morgan Stanley Smith Barney Experience March 1995 - April 2008
Job Broker Associate at Keller Williams Realty Black Hills
Industry Real Estate
Experience
Keller Williams Black Hills April 2010 - Present
Morgan Stanley Smith Barney March 1995 - April 2008
Baumann & Kahler Real Estate November 1969 - December 1980
Skills
Real Estate Transactions, Investments, Community Relations, Investment Properties, Community Development, Sellers, Real Estate, Budgets, Small Business, First Time Home Buyers, Buyer Representation, Negotiation, New Home Sales, Referrals, Relocation, Residential Homes, Single Family Homes
Education
National American University 1959 — 1961
Campbell County High School 1955 — 1958
Graduate, Pre College
Keller Williams Black Hills April 2010 - Present
Morgan Stanley Smith Barney March 1995 - April 2008
Baumann & Kahler Real Estate November 1969 - December 1980
Skills
Real Estate Transactions, Investments, Community Relations, Investment Properties, Community Development, Sellers, Real Estate, Budgets, Small Business, First Time Home Buyers, Buyer Representation, Negotiation, New Home Sales, Referrals, Relocation, Residential Homes, Single Family Homes
Education
National American University 1959 — 1961
Campbell County High School 1955 — 1958
Graduate, Pre College
Cynthia Leonick Cynthia Leonick's Morgan Stanley Smith Barney Experience May 2009 - Present
Job Vice President/ Risk PM at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney May 2009 - Present
Citibank September 2002 - May 2009
TD Waterhouse 1998 - 2002
Skills
Financial Services, Risk Management, Portfolio Management, PMO, Project Portfolio..., Software Project..., IT Strategy, Program Management, Visio, Relationship Management, Requirements Analysis, Project Management, Wealth Management, Requirements Gathering, Process Improvement, Resource Management, Operational Risk..., SharePoint, SDLC, Trading Systems, Vendor Management, Business Analysis, PMP, Fixed Income, Equities
Education
Nassau Community College 1993 — 1996
Business Management, Marketing, Logic Design Theory
Morgan Stanley Wealth Management January 2013 - Present
Morgan Stanley Smith Barney May 2009 - Present
Citibank September 2002 - May 2009
TD Waterhouse 1998 - 2002
Skills
Financial Services, Risk Management, Portfolio Management, PMO, Project Portfolio..., Software Project..., IT Strategy, Program Management, Visio, Relationship Management, Requirements Analysis, Project Management, Wealth Management, Requirements Gathering, Process Improvement, Resource Management, Operational Risk..., SharePoint, SDLC, Trading Systems, Vendor Management, Business Analysis, PMP, Fixed Income, Equities
Education
Nassau Community College 1993 — 1996
Business Management, Marketing, Logic Design Theory
Robert Yan's Morgan Stanley Smith Barney Experience December 2004 - Present
Job Financial Advisor, Vice President, Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2004 - Present
GameTime Media January 2002 - December 2004
Forrester Reseach January 1998 - December 2002
Education
New York University 1988 — 1992
BS, Finance and International Economics
London School of Economics and Political Science 1990 — 1990
Morgan Stanley Smith Barney December 2004 - Present
GameTime Media January 2002 - December 2004
Forrester Reseach January 1998 - December 2002
Education
New York University 1988 — 1992
BS, Finance and International Economics
London School of Economics and Political Science 1990 — 1990
Mark Szpakowski's Morgan Stanley Smith Barney Experience January 2010 - June 2014
Job Managing Director at BNY Mellon
Industry Financial Services
Experience
BNY Mellon July 2014 - Present
Morgan Stanley Smith Barney January 2010 - June 2014
Smith Barney - GWM - Citigroup January 2008 - December 2009
Smith Barney Global Wealth Management February 2007 - June 2009
TD Ameritrade January 2006 - February 2007
TD Waterhouse April 1998 - January 2006
IBM June 1994 - April 1997
Skills
Management, SDLC, Project Management, Vendor Management, IT Strategy, Disaster Recovery, Business Analysis, Enterprise Architecture, Risk Management, Project Portfolio..., Market Data, Integration, Software Project..., IT Management, Program Management, Requirements Analysis, PMO, Process Improvement, Electronic Trading, Outsourcing, Project Delivery, Business Continuity, Trading Systems, Resource Management, Cross-functional Team..., Governance, Software Development, Portfolio Management, Solution Architecture, Derivatives, PMP, Quality Assurance, Team Building, Sybase, Agile Methodologies, IT Risk Management, Systems Engineering, Leadership, Team Leadership, Infrastructure, Virtualization
Education
New Jersey Institute of Technology
Electrical Engineering Technology
BNY Mellon July 2014 - Present
Morgan Stanley Smith Barney January 2010 - June 2014
Smith Barney - GWM - Citigroup January 2008 - December 2009
Smith Barney Global Wealth Management February 2007 - June 2009
TD Ameritrade January 2006 - February 2007
TD Waterhouse April 1998 - January 2006
IBM June 1994 - April 1997
Skills
Management, SDLC, Project Management, Vendor Management, IT Strategy, Disaster Recovery, Business Analysis, Enterprise Architecture, Risk Management, Project Portfolio..., Market Data, Integration, Software Project..., IT Management, Program Management, Requirements Analysis, PMO, Process Improvement, Electronic Trading, Outsourcing, Project Delivery, Business Continuity, Trading Systems, Resource Management, Cross-functional Team..., Governance, Software Development, Portfolio Management, Solution Architecture, Derivatives, PMP, Quality Assurance, Team Building, Sybase, Agile Methodologies, IT Risk Management, Systems Engineering, Leadership, Team Leadership, Infrastructure, Virtualization
Education
New Jersey Institute of Technology
Electrical Engineering Technology
Marilee Falco Marilee Falco's Morgan Stanley Smith Barney Experience June 1996 - April 2010
Job CERTIFIED FINANCIAL PLANNER, Financial Strategist at JoycePayne Partners
Industry Financial Services
Experience
JoycePayne Partners March 2011 - Present
Sovereign Bank May 2010 - March 2011
Morgan Stanley Smith Barney June 1996 - April 2010
Skills
Retirement Planning, Personal Financial..., Investment Management
Education
Muhlenberg College 2007 — 2010
Bachelors, Business Administration
JoycePayne Partners March 2011 - Present
Sovereign Bank May 2010 - March 2011
Morgan Stanley Smith Barney June 1996 - April 2010
Skills
Retirement Planning, Personal Financial..., Investment Management
Education
Muhlenberg College 2007 — 2010
Bachelors, Business Administration
Daniel McConnell Daniel McConnell's Morgan Stanley Smith Barney Experience May 1999 - November 2001
Job Senior Pension Administrator at Asensus/Expert Plan
Industry Financial Services
Experience
Ascensus/Expert Plan February 2011 - Present
ADP December 2001 - July 2010
Morgan Stanley Smith Barney May 1999 - November 2001
Pension Services, Inc. November 1995 - May 1999
Mutual Benefit Life Insurance 1987 - 1995
Skills
Retirement, 401k, Pensions, Profit Sharing, ERISA, Analysis, Training, Management, Leadership
Education
Montclair State University 2000 — 2003
MBA, Finance
State University of New York College at Oneonta 1982 — 1985
B.S., Mathematics
Ascensus/Expert Plan February 2011 - Present
ADP December 2001 - July 2010
Morgan Stanley Smith Barney May 1999 - November 2001
Pension Services, Inc. November 1995 - May 1999
Mutual Benefit Life Insurance 1987 - 1995
Skills
Retirement, 401k, Pensions, Profit Sharing, ERISA, Analysis, Training, Management, Leadership
Education
Montclair State University 2000 — 2003
MBA, Finance
State University of New York College at Oneonta 1982 — 1985
B.S., Mathematics
Alex Reyfish Alex Reyfish's Morgan Stanley Smith Barney Experience September 2000 - Present
Job Senior Technical Specialist at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney September 2000 - Present
ADP 1985 - 2000
Skills
Java, Spring, Agile Methodologies, Analysis, C++, Cross-functional Team..., DB2, Database Design, Databases, Enterprise Architecture, Integration, Leadership, Microsoft SQL Server, Requirements Analysis, SDLC, SQL, Software Project..., Flex, Financial Analysis
Education
New York University 1996 — 1997
c/c++ certificate, IT
Queens College 1981 — 1984
Morgan Stanley Smith Barney September 2000 - Present
ADP 1985 - 2000
Skills
Java, Spring, Agile Methodologies, Analysis, C++, Cross-functional Team..., DB2, Database Design, Databases, Enterprise Architecture, Integration, Leadership, Microsoft SQL Server, Requirements Analysis, SDLC, SQL, Software Project..., Flex, Financial Analysis
Education
New York University 1996 — 1997
c/c++ certificate, IT
Queens College 1981 — 1984
Jayson Hinojosa Jayson Hinojosa's Morgan Stanley Smith Barney Experience 2004 - 2008
Job Director of Business Development
Industry Insurance
Experience
Purofirst of Metropolitan Washington February 2015 - September 2015
Safelite AutoGlass April 2010 - May 2014
Paul Davis Restoration & Remodeling of Suburban Maryland and Washington, DC July 2008 - April 2010
Nationwide Insurance January 2007 - October 2008
Morgan Stanley Smith Barney 2004 - 2008
Skills
Customer Service, Insurance, Sales, Sales Management, New Business Development, Team Building, Marketing, Account Management, Customer Satisfaction, Customer Retention, Management, Negotiation, Strategic Planning, Marketing Strategy, Budgets, Contract Negotiation, Direct Sales
Education
Montgomery College 2000 — 2001
Thomas S. Wootton High School 1993 — 1997
Purofirst of Metropolitan Washington February 2015 - September 2015
Safelite AutoGlass April 2010 - May 2014
Paul Davis Restoration & Remodeling of Suburban Maryland and Washington, DC July 2008 - April 2010
Nationwide Insurance January 2007 - October 2008
Morgan Stanley Smith Barney 2004 - 2008
Skills
Customer Service, Insurance, Sales, Sales Management, New Business Development, Team Building, Marketing, Account Management, Customer Satisfaction, Customer Retention, Management, Negotiation, Strategic Planning, Marketing Strategy, Budgets, Contract Negotiation, Direct Sales
Education
Montgomery College 2000 — 2001
Thomas S. Wootton High School 1993 — 1997
Gregory Bartolomei Gregory Bartolomei's Morgan Stanley Smith Barney Experience May 2011 - December 2011
Job Anaylst at Avis Budget Group
Industry Transportation/Trucking/Railroad
Experience
Avis Budget Group June 2012 - Present
BNY Mellon December 2011 - June 2012
Morgan Stanley Smith Barney May 2011 - December 2011
Skills
Excel, Microsoft Office, Research, Analysis, PowerPoint, Word, Event Planning, Public Speaking, Facebook, Microsoft Excel, Microsoft Word, Time Management, Budgets, Financial Analysis, Finance, Portfolio Management, Data Analysis, Leadership
Education
Montclair State University 2015 — 2017
Master of Business Administration (MBA), Economics
University of Pittsburgh 2007 — 2011
Business, Finance
University of Virginia 2010 — 2010
Semester At Sea, Global Studies
Avis Budget Group June 2012 - Present
BNY Mellon December 2011 - June 2012
Morgan Stanley Smith Barney May 2011 - December 2011
Skills
Excel, Microsoft Office, Research, Analysis, PowerPoint, Word, Event Planning, Public Speaking, Facebook, Microsoft Excel, Microsoft Word, Time Management, Budgets, Financial Analysis, Finance, Portfolio Management, Data Analysis, Leadership
Education
Montclair State University 2015 — 2017
Master of Business Administration (MBA), Economics
University of Pittsburgh 2007 — 2011
Business, Finance
University of Virginia 2010 — 2010
Semester At Sea, Global Studies
Blake Pearlstein's Morgan Stanley Smith Barney Experience May 2006 - September 2007
Job CoFounder at Gotham Security Inc.
Industry Information Technology and Services
Experience
Gotham Security Inc. December 2013 - Present
TopPatch July 2012 - December 2013
Computer Network Solutions September 2011 - July 2012
CGAtlantic April 2009 - September 2011
Ajilon Finance Solutions July 2008 - April 2009
Morgan Stanley Smith Barney May 2006 - September 2007
Skills
Information Security, Network Security, Information Technology, Regulatory Compliance, Compliance Management, Security Awareness, Data Security, Computer Security, Cyber Defense, Cloud Computing, Information Security..., Solution Selling, Account Management, Project Management, Strategic Planning, Sales Management, Sales, Sales Operations, Program Management, Leadership, IT Strategy, Business Development, Business Intelligence, Business Continuity, Security Operations, IT Security Operations
Education
Mount Holyoke College
BA, History, English
Gotham Security Inc. December 2013 - Present
TopPatch July 2012 - December 2013
Computer Network Solutions September 2011 - July 2012
CGAtlantic April 2009 - September 2011
Ajilon Finance Solutions July 2008 - April 2009
Morgan Stanley Smith Barney May 2006 - September 2007
Skills
Information Security, Network Security, Information Technology, Regulatory Compliance, Compliance Management, Security Awareness, Data Security, Computer Security, Cyber Defense, Cloud Computing, Information Security..., Solution Selling, Account Management, Project Management, Strategic Planning, Sales Management, Sales, Sales Operations, Program Management, Leadership, IT Strategy, Business Development, Business Intelligence, Business Continuity, Security Operations, IT Security Operations
Education
Mount Holyoke College
BA, History, English
Andres Castellanos Andres Castellanos's Morgan Stanley Smith Barney Experience May 2008 - June 2009
Job UBS Financial Services Inc.
Industry Financial Services
Experience
UBS July 2009 - Present
Morgan Stanley Smith Barney May 2008 - June 2009
Baha'i International Community, United Nations Office November 2007 - April 2008
Fillmore Real Estate October 2006 - September 2007
Majestic Properties January 1996 - April 2006
Skills
Investments, Real Estate, Series 7, Portfolio Management, Asset Managment, Financial Modeling, Equities, Valuation, Wealth Management, Financial Services, Strategic Financial..., Finance, Estate Planning, Financial Analysis, Mutual Funds, Alternative Investments, Business Development, Capital Markets, Securities, Strategic Planning, Strategy, Asset Management
Education
New York University 2006 — 2007
Masters of Science, International Affairs
UBS July 2009 - Present
Morgan Stanley Smith Barney May 2008 - June 2009
Baha'i International Community, United Nations Office November 2007 - April 2008
Fillmore Real Estate October 2006 - September 2007
Majestic Properties January 1996 - April 2006
Skills
Investments, Real Estate, Series 7, Portfolio Management, Asset Managment, Financial Modeling, Equities, Valuation, Wealth Management, Financial Services, Strategic Financial..., Finance, Estate Planning, Financial Analysis, Mutual Funds, Alternative Investments, Business Development, Capital Markets, Securities, Strategic Planning, Strategy, Asset Management
Education
New York University 2006 — 2007
Masters of Science, International Affairs
Michael Paige Michael Paige's Morgan Stanley Smith Barney Experience January 1995 - January 1998
Job Senior Project Manager at Unilever
Industry Financial Services
Experience
Unilever October 2012 - January 2015
Fiserv September 2011 - August 2012
Citi January 2011 - October 2011
Prudential Financial October 2008 - November 2010
Etrade Financial June 2005 - June 2008
School District of Philadelphia September 2003 - June 2005
New York Mercantile Exchange January 2001 - January 2003
Herzog, Heine January 2000 - January 2001
Thomson Financial Securities January 1998 - January 2000
Morgan Stanley Smith Barney January 1995 - January 1998
Skills
Investments, Analysis, Business Analysis, Project Planning, Access, Integration, Project Management, Program Management, Sales, PMO, Management, Quality Assurance, Software Documentation, CRM, Networking, Testing, Vendor Management, SharePoint, Change Management, Project Portfolio..., Requirements Analysis, SDLC, Leadership, Risk Management, Budgets, Business Process..., Resource Management, Process Improvement, ERP, Coaching
Education
New Jersey City University 1994 — 1999
BA, History
Unilever October 2012 - January 2015
Fiserv September 2011 - August 2012
Citi January 2011 - October 2011
Prudential Financial October 2008 - November 2010
Etrade Financial June 2005 - June 2008
School District of Philadelphia September 2003 - June 2005
New York Mercantile Exchange January 2001 - January 2003
Herzog, Heine January 2000 - January 2001
Thomson Financial Securities January 1998 - January 2000
Morgan Stanley Smith Barney January 1995 - January 1998
Skills
Investments, Analysis, Business Analysis, Project Planning, Access, Integration, Project Management, Program Management, Sales, PMO, Management, Quality Assurance, Software Documentation, CRM, Networking, Testing, Vendor Management, SharePoint, Change Management, Project Portfolio..., Requirements Analysis, SDLC, Leadership, Risk Management, Budgets, Business Process..., Resource Management, Process Improvement, ERP, Coaching
Education
New Jersey City University 1994 — 1999
BA, History
Greg Bruno Greg Bruno's Morgan Stanley Smith Barney Experience June 2006 - July 2011
Job Vice President, UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. July 2011 - Present
Morgan Stanley Smith Barney June 2006 - July 2011
Merrill Lynch April 1999 - June 2006
NYSE Euronext September 1997 - April 1999
Education
The College of New Jersey 1989 — 1993
BA, Public/Business Administration
New Jersey City University 1995 — 1997
MA, Education
UBS Financial Services Inc. July 2011 - Present
Morgan Stanley Smith Barney June 2006 - July 2011
Merrill Lynch April 1999 - June 2006
NYSE Euronext September 1997 - April 1999
Education
The College of New Jersey 1989 — 1993
BA, Public/Business Administration
New Jersey City University 1995 — 1997
MA, Education
Jim Langham's Morgan Stanley Smith Barney Experience February 1994 - August 2010
Job Managing Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management August 2010 - Present
Morgan Stanley Smith Barney February 1994 - August 2010
Alliance Capital Management December 1991 - February 1994
Skills
Series 24, Series 7, Retirement, Mutual Funds, Risk Management, ETFs, Series 66, Money Market, Product Development, Product Management, Revenue Enhancement, Financial Services, Retirement Planning, Wealth Management, Strategic Financial..., Asset Allocation, Relationship Management
Education
Montclair State University 1986 — 1991
Bachelor of Science, Finance
UBS Wealth Management August 2010 - Present
Morgan Stanley Smith Barney February 1994 - August 2010
Alliance Capital Management December 1991 - February 1994
Skills
Series 24, Series 7, Retirement, Mutual Funds, Risk Management, ETFs, Series 66, Money Market, Product Development, Product Management, Revenue Enhancement, Financial Services, Retirement Planning, Wealth Management, Strategic Financial..., Asset Allocation, Relationship Management
Education
Montclair State University 1986 — 1991
Bachelor of Science, Finance
Carol Bonett, CPLP® Carol Bonett, CPLP®'s Morgan Stanley Smith Barney Experience September 2005 - December 2011
Job Senior Consultant, Vantage Partners
Industry Professional Training & Coaching
Experience
Vantage Partners March 2012 - Present
Morgan Stanley Smith Barney September 2005 - December 2011
Smith Barney August 2000 - September 2005
Smith Barney October 1999 - August 2000
Smith Barney January 1997 - October 1999
Skills
Certified Professional..., CPLP, Targeted Selection, Instructional Design, Leadership Development, Executive Coaching, Organizational..., Performance Management, Talent Management, Coaching, Needs Analysis, Change Management, Performance Consulting, Team Building, E-learning, Interviewing, Curriculum Development, Curriculum Design, Consulting, Leadership
Education
Mount Holyoke College 1990 — 1994
BA, Economics
Vantage Partners March 2012 - Present
Morgan Stanley Smith Barney September 2005 - December 2011
Smith Barney August 2000 - September 2005
Smith Barney October 1999 - August 2000
Smith Barney January 1997 - October 1999
Skills
Certified Professional..., CPLP, Targeted Selection, Instructional Design, Leadership Development, Executive Coaching, Organizational..., Performance Management, Talent Management, Coaching, Needs Analysis, Change Management, Performance Consulting, Team Building, E-learning, Interviewing, Curriculum Development, Curriculum Design, Consulting, Leadership
Education
Mount Holyoke College 1990 — 1994
BA, Economics
Akin Oladipo's Morgan Stanley Smith Barney Experience January 2010 - September 2012
Job System Administrator at ADT
Industry Computer Networking
Experience
ADT August 2014 - Present
KeyoTel Global Communications February 2014 - July 2014
Agape Solutions July 2013 - January 2014
Morgan Stanley Wealth Management September 2012 - July 2013
Morgan Stanley Smith Barney January 2010 - September 2012
Citi August 2005 - January 2010
Primary Knowledge 2000 - 2001
Skills
Vendor Management, Help Desk Implementation, Disaster Recovery, Trading Systems, Customer Service, Sybase, Software Project..., SharePoint, Enterprise Architecture, ITIL, XP, Windows 7, Data Center, VMware, Windows, Infrastructure, HP, VoIP, Software Installation, Servers, Windows Server, OS X, Laptops, Unix, IT Operations, Active Directory, Windows XP, System Deployment, Visio, IT Management
Education
New Jersey Institute of Technology 1996 — 2000
Bachelor of Science (BSc), Electrical and Electronics Engineering
Obafemi Awolowo University 1991 — 1994
Bachelor of Science (BSc), Electrical and Electronics Engineering
Command Day Secondary School 1985 — 1989
High school Diploma
ADT August 2014 - Present
KeyoTel Global Communications February 2014 - July 2014
Agape Solutions July 2013 - January 2014
Morgan Stanley Wealth Management September 2012 - July 2013
Morgan Stanley Smith Barney January 2010 - September 2012
Citi August 2005 - January 2010
Primary Knowledge 2000 - 2001
Skills
Vendor Management, Help Desk Implementation, Disaster Recovery, Trading Systems, Customer Service, Sybase, Software Project..., SharePoint, Enterprise Architecture, ITIL, XP, Windows 7, Data Center, VMware, Windows, Infrastructure, HP, VoIP, Software Installation, Servers, Windows Server, OS X, Laptops, Unix, IT Operations, Active Directory, Windows XP, System Deployment, Visio, IT Management
Education
New Jersey Institute of Technology 1996 — 2000
Bachelor of Science (BSc), Electrical and Electronics Engineering
Obafemi Awolowo University 1991 — 1994
Bachelor of Science (BSc), Electrical and Electronics Engineering
Command Day Secondary School 1985 — 1989
High school Diploma
Josh Kaufman Josh Kaufman's Morgan Stanley Smith Barney Experience September 2010 - December 2010
Job Associate at BlackRock
Industry Financial Services
Experience
BlackRock August 2011 - Present
New York University January 2009 - May 2011
Morgan Stanley Smith Barney September 2010 - December 2010
UBS Wealth Management January 2010 - August 2010
New York Yankees April 2008 - July 2009
Education
New York University 2007 — 2011
Bachelors, Economics, Psychology
BlackRock August 2011 - Present
New York University January 2009 - May 2011
Morgan Stanley Smith Barney September 2010 - December 2010
UBS Wealth Management January 2010 - August 2010
New York Yankees April 2008 - July 2009
Education
New York University 2007 — 2011
Bachelors, Economics, Psychology
Tim Losie Tim Losie's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Risk Management Professional
Industry Insurance
Experience
CNA Financial Corp. June 2010 - Present
Skindustry 2004 - Present
The University of Texas at Austin - The Red McCombs School of Business August 2008 - May 2010
Clifton Charles September 2009 - December 2009
Morgan Stanley Smith Barney June 2009 - August 2009
Aon September 2006 - July 2008
CNA Insurance September 2002 - September 2006
American International Group August 2000 - August 2002
Skills
Investment Banking, Hedge Funds, Mutual Funds, CEOs, Investment Advisory..., Employment Practices..., Fiduciary, Fidelity Bonds, Underwriting, Insurance, Brokers, Business, Risk Management, Due Diligence, Financial Analysis, Investments, Strategy, Finance, Financial Risk, Valuation, Start-ups, Leadership, Management
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
MBA
New York University 2005 — 2005
Ohio University
BA
CNA Financial Corp. June 2010 - Present
Skindustry 2004 - Present
The University of Texas at Austin - The Red McCombs School of Business August 2008 - May 2010
Clifton Charles September 2009 - December 2009
Morgan Stanley Smith Barney June 2009 - August 2009
Aon September 2006 - July 2008
CNA Insurance September 2002 - September 2006
American International Group August 2000 - August 2002
Skills
Investment Banking, Hedge Funds, Mutual Funds, CEOs, Investment Advisory..., Employment Practices..., Fiduciary, Fidelity Bonds, Underwriting, Insurance, Brokers, Business, Risk Management, Due Diligence, Financial Analysis, Investments, Strategy, Finance, Financial Risk, Valuation, Start-ups, Leadership, Management
Education
The University of Texas at Austin - Red McCombs School of Business 2008 — 2010
MBA
New York University 2005 — 2005
Ohio University
BA
Chloe Katz Chloe Katz's Morgan Stanley Smith Barney Experience 2012 - 2012
Job Business Development at Virtusa
Industry Financial Services
Experience
Virtusa June 2013 - Present
The Economist February 2014 - Present
Morgan Stanley Smith Barney 2012 - 2012
U.S. Figure Skating 2005 - 2011
Cal Sutliff Associates September 2004 - 2005
Skills
Foreign Languages, Business Intelligence, Microsoft Office, Training, Economics, French, QlikView, Figure Skating, Microsoft Excel, Social Media, Market Research, Public Relations, Business Development, Business Analysis, Event Planning, Management, Leadership, Social Media Marketing, Research, Marketing, Business Strategy, Social Networking
Education
New York University 2007 — 2012
Bachelor of Science (B.S.), International Business
Virtusa June 2013 - Present
The Economist February 2014 - Present
Morgan Stanley Smith Barney 2012 - 2012
U.S. Figure Skating 2005 - 2011
Cal Sutliff Associates September 2004 - 2005
Skills
Foreign Languages, Business Intelligence, Microsoft Office, Training, Economics, French, QlikView, Figure Skating, Microsoft Excel, Social Media, Market Research, Public Relations, Business Development, Business Analysis, Event Planning, Management, Leadership, Social Media Marketing, Research, Marketing, Business Strategy, Social Networking
Education
New York University 2007 — 2012
Bachelor of Science (B.S.), International Business
Jane Leonard Jane Leonard's Morgan Stanley Smith Barney Experience May 2011 - April 2012
Job Investment Professional at Voya Financial Advisors
Industry Financial Services
Experience
Voya Financial Advisors September 2015 - Present
MAGIS Financial Partners September 2014 - May 2015
BNY Mellon October 2012 - September 2014
Morgan Stanley Smith Barney May 2011 - April 2012
SECURET TRUST August 2007 - May 2011
Vanguard September 1996 - September 2002
Vanguard January 1989 - September 2002
Vanguard January 1989 - September 2002
Vanguard March 1994 - September 1996
Vanguard November 1989 - March 1994
Skills
Series 7, 529 Plans, Wealth Management, Retirement Planning
Education
Villanova University 1985 — 1987
Bachelor of Science (B.S.), Business Administration/Finance
Montgomery County Community College 1980 — 1984
Villanova University
Bachelor of Science, Business Administration; Accounting and Finance
Voya Financial Advisors September 2015 - Present
MAGIS Financial Partners September 2014 - May 2015
BNY Mellon October 2012 - September 2014
Morgan Stanley Smith Barney May 2011 - April 2012
SECURET TRUST August 2007 - May 2011
Vanguard September 1996 - September 2002
Vanguard January 1989 - September 2002
Vanguard January 1989 - September 2002
Vanguard March 1994 - September 1996
Vanguard November 1989 - March 1994
Skills
Series 7, 529 Plans, Wealth Management, Retirement Planning
Education
Villanova University 1985 — 1987
Bachelor of Science (B.S.), Business Administration/Finance
Montgomery County Community College 1980 — 1984
Villanova University
Bachelor of Science, Business Administration; Accounting and Finance
Kimberly Rodgers Kimberly Rodgers's Morgan Stanley Smith Barney Experience May 1996 - October 2014
Job Self Employed
Industry Investment Banking
Experience
T. Rowe Price May 2015 - Present
Presidio May 2015 - May 2015
Comptroller of Maryland January 2015 - January 2015
Morgan Stanley Smith Barney May 1996 - October 2014
QUICK CONNECTIONS ANSWERING SERVICE November 2005 - November 2013
CHEVY CHASE FINANCIAL SERVICES 2005 - 2007
Skills
Finance, Customer Service, Operations Management, Budget Process, Financial Accounting, Accounts Receivable, Accounts Payable, Dispatching, Mutual Funds, Banking, Credit, Leadership, Financial Analysis, Financial Services, Microsoft Word, Management, Microsoft Office, Microsoft Excel, Risk Management, Analysis, Securities
Education
New Jersey City University 1984 — 1989
Bachelor of Arts (BA), Communication and Media Studies
New Jersey State University 1980 — 1989
Bachelor of Arts (BA), Communication and Media Studies
T. Rowe Price May 2015 - Present
Presidio May 2015 - May 2015
Comptroller of Maryland January 2015 - January 2015
Morgan Stanley Smith Barney May 1996 - October 2014
QUICK CONNECTIONS ANSWERING SERVICE November 2005 - November 2013
CHEVY CHASE FINANCIAL SERVICES 2005 - 2007
Skills
Finance, Customer Service, Operations Management, Budget Process, Financial Accounting, Accounts Receivable, Accounts Payable, Dispatching, Mutual Funds, Banking, Credit, Leadership, Financial Analysis, Financial Services, Microsoft Word, Management, Microsoft Office, Microsoft Excel, Risk Management, Analysis, Securities
Education
New Jersey City University 1984 — 1989
Bachelor of Arts (BA), Communication and Media Studies
New Jersey State University 1980 — 1989
Bachelor of Arts (BA), Communication and Media Studies
Aparna Gupta Aparna Gupta's Morgan Stanley Smith Barney Experience September 2009 - January 2011
Job GTR ADM Program Manager at The Depository Trust & Clearing Corporation
Industry Information Technology and Services
Experience
The Depository Trust & Clearing Corporation January 2014 - Present
NYSE Euronext July 2013 - December 2013
Morgan Stanley June 2012 - June 2013
AXA Equitable March 2012 - May 2012
American Express February 2011 - September 2011
Morgan Stanley Smith Barney September 2009 - January 2011
Tata Consultancy Services April 2008 - August 2009
Skills
Business Analysis, IT Strategy, SDLC, Program Management, PMP, CRM, SaaS, Salesforce.com, Siebel, Six Sigma, Vendor Management, Requirements Analysis, PMO, Software Project..., Business Intelligence, Agile Methodologies, Agile Project Management, Business Process, Business Process..., Data Warehousing, Enterprise Architecture, Global Delivery, Integration, Outsourcing, Project Delivery, Project Portfolio..., Requirements Gathering, Service Delivery, Solution Architecture
Education
Nagpur University 1997 — 2001
Bachelor of Engineering (B.E.), Electronics
The Depository Trust & Clearing Corporation January 2014 - Present
NYSE Euronext July 2013 - December 2013
Morgan Stanley June 2012 - June 2013
AXA Equitable March 2012 - May 2012
American Express February 2011 - September 2011
Morgan Stanley Smith Barney September 2009 - January 2011
Tata Consultancy Services April 2008 - August 2009
Skills
Business Analysis, IT Strategy, SDLC, Program Management, PMP, CRM, SaaS, Salesforce.com, Siebel, Six Sigma, Vendor Management, Requirements Analysis, PMO, Software Project..., Business Intelligence, Agile Methodologies, Agile Project Management, Business Process, Business Process..., Data Warehousing, Enterprise Architecture, Global Delivery, Integration, Outsourcing, Project Delivery, Project Portfolio..., Requirements Gathering, Service Delivery, Solution Architecture
Education
Nagpur University 1997 — 2001
Bachelor of Engineering (B.E.), Electronics
Rumana Mallick's Morgan Stanley Smith Barney Experience August 2007 - September 2010
Job Vice President at Barclays Investment Bank
Industry Financial Services
Experience
Barclays Investment Bank October 2013 - Present
Goldman Sachs September 2012 - September 2013
Goldman Sachs September 2010 - September 2012
Morgan Stanley Smith Barney August 2007 - September 2010
SBR Records Inc. June 2006 - September 2010
Citigroup July 2007 - September 2008
Colgate-Palmolive January 2006 - June 2007
Telemanager Technologies August 2005 - December 2006
Grey Healthcare Group June 2005 - August 2005
Skills
Business Analysis, Strategy, Investments, Equities, SDLC, Risk Management, Requirements Analysis, Financial Modeling, Portfolio Management, Financial Services, Program Management, Investment Banking, Capital Markets, Derivatives, Fixed Income
Education
New York University 2008 — 2010
MS, Management & Systems
New Jersey Institute of Technology 2003 — 2007
BS, Management Information Systems
Barclays Investment Bank October 2013 - Present
Goldman Sachs September 2012 - September 2013
Goldman Sachs September 2010 - September 2012
Morgan Stanley Smith Barney August 2007 - September 2010
SBR Records Inc. June 2006 - September 2010
Citigroup July 2007 - September 2008
Colgate-Palmolive January 2006 - June 2007
Telemanager Technologies August 2005 - December 2006
Grey Healthcare Group June 2005 - August 2005
Skills
Business Analysis, Strategy, Investments, Equities, SDLC, Risk Management, Requirements Analysis, Financial Modeling, Portfolio Management, Financial Services, Program Management, Investment Banking, Capital Markets, Derivatives, Fixed Income
Education
New York University 2008 — 2010
MS, Management & Systems
New Jersey Institute of Technology 2003 — 2007
BS, Management Information Systems
Gerald Loehr Gerald Loehr's Morgan Stanley Smith Barney Experience May 2007 - September 2007
Job DPT Student at New York Medical College
Industry Utilities
Experience
Cedar Street Bar & Grill March 2013 - May 2014
MedCare Associates January 2012 - May 2013
Con Edison June 2008 - December 2011
Con Edison July 2009 - January 2010
Con Edison June 2008 - January 2010
New Rochelle City Court May 2007 - January 2008
Morgan Stanley Smith Barney May 2007 - September 2007
Skills
Customer Relations, Outlook, Microsoft Office, PowerPoint, Excel, Marketing, Microsoft Excel, Management, Microsoft Word, Analysis, Customer Service, Account Management, Project Management, Social Media Marketing, Leadership, Marketing Strategy, Sales, Time Management, Training
Education
New York Medical College 2014 — 2017
Doctor of Physical Therapy, Physical Therapy/Therapist
Quinnipiac University - School of Business 2004 — 2008
BS, Business Management
Ardsley H.S. 2000 — 2004
Cedar Street Bar & Grill March 2013 - May 2014
MedCare Associates January 2012 - May 2013
Con Edison June 2008 - December 2011
Con Edison July 2009 - January 2010
Con Edison June 2008 - January 2010
New Rochelle City Court May 2007 - January 2008
Morgan Stanley Smith Barney May 2007 - September 2007
Skills
Customer Relations, Outlook, Microsoft Office, PowerPoint, Excel, Marketing, Microsoft Excel, Management, Microsoft Word, Analysis, Customer Service, Account Management, Project Management, Social Media Marketing, Leadership, Marketing Strategy, Sales, Time Management, Training
Education
New York Medical College 2014 — 2017
Doctor of Physical Therapy, Physical Therapy/Therapist
Quinnipiac University - School of Business 2004 — 2008
BS, Business Management
Ardsley H.S. 2000 — 2004
Nathan Putnam Nathan Putnam's Morgan Stanley Smith Barney Experience January 2011 - June 2011
Job Financial Representative; Northwestern Mutual Financial Network
Industry Financial Services
Experience
Northwestern Mutual June 2011 - Present
Morgan Stanley Smith Barney January 2011 - June 2011
New Seasons Market December 2007 - September 2009
Education
University of Denver - Daniels College of Business 2007 — 2011
BS in International Business
London School of Economics and Political Science
Jesuit HighSchool
南山大学 / Nanzan University
Northwestern Mutual June 2011 - Present
Morgan Stanley Smith Barney January 2011 - June 2011
New Seasons Market December 2007 - September 2009
Education
University of Denver - Daniels College of Business 2007 — 2011
BS in International Business
London School of Economics and Political Science
Jesuit HighSchool
南山大学 / Nanzan University
Joe Masi Joe Masi's Morgan Stanley Smith Barney Experience May 2011 - February 2012
Job Director/Team Lead, AntiMoney Laundering at Morgan Stanley Wealth Management
Industry Law Practice
Experience
Morgan Stanley Wealth Management February 2012 - Present
Morgan Stanley Smith Barney May 2011 - February 2012
MF Global January 2011 - April 2011
New York State Supreme Court - Richmond County October 2009 - January 2011
Robert Half Legal - Bloomberg Law February 2009 - July 2009
Tagliaferro & LoPresti LLP September 2007 - October 2008
New York Law School - Prof. Jeffrey Haas May 2007 - August 2007
Richmond County District Attorney's Office May 2006 - August 2006
Skills
Legal Research, Courts, Legal Writing, Hedge Funds, Fraud, AML, Mergers & Acquisitions, Analysis, FINRA
Education
New York Law School 2010 — 2011
L.L.M., Financial Services Law
New York Law School 2005 — 2008
JD, Business Law
Villanova University 2001 — 2005
B.S., Finance
Morgan Stanley Wealth Management February 2012 - Present
Morgan Stanley Smith Barney May 2011 - February 2012
MF Global January 2011 - April 2011
New York State Supreme Court - Richmond County October 2009 - January 2011
Robert Half Legal - Bloomberg Law February 2009 - July 2009
Tagliaferro & LoPresti LLP September 2007 - October 2008
New York Law School - Prof. Jeffrey Haas May 2007 - August 2007
Richmond County District Attorney's Office May 2006 - August 2006
Skills
Legal Research, Courts, Legal Writing, Hedge Funds, Fraud, AML, Mergers & Acquisitions, Analysis, FINRA
Education
New York Law School 2010 — 2011
L.L.M., Financial Services Law
New York Law School 2005 — 2008
JD, Business Law
Villanova University 2001 — 2005
B.S., Finance
Jeanette Cheng's Morgan Stanley Smith Barney Experience December 2009 - January 2010
Job Senior Associate at Citi
Industry Financial Services
Experience
Citi July 2011 - Present
Barclays Capital June 2010 - August 2010
Morgan Stanley Smith Barney December 2009 - January 2010
Becker Law NY May 2009 - September 2009
Société Générale Corporate and Investment Banking May 2008 - August 2008
Neuroscience Research Institute at Suny Old Westbury June 2005 - July 2007
Skills
Financial Analysis, Investment Banking, Capital Markets, Fixed Income, Risk Management, Alternative Investments, Derivatives, Private Equity, Bloomberg, Financial Modeling, Equities, Valuation, Equity Research, Corporate Finance, Hedge Funds, Trading
Education
New York University 2007 — 2011
BA/Minor, Economics, Psychology, Business
William A. Shine Great Neck South HS
William A. Shine Great Neck South HS
Citi July 2011 - Present
Barclays Capital June 2010 - August 2010
Morgan Stanley Smith Barney December 2009 - January 2010
Becker Law NY May 2009 - September 2009
Société Générale Corporate and Investment Banking May 2008 - August 2008
Neuroscience Research Institute at Suny Old Westbury June 2005 - July 2007
Skills
Financial Analysis, Investment Banking, Capital Markets, Fixed Income, Risk Management, Alternative Investments, Derivatives, Private Equity, Bloomberg, Financial Modeling, Equities, Valuation, Equity Research, Corporate Finance, Hedge Funds, Trading
Education
New York University 2007 — 2011
BA/Minor, Economics, Psychology, Business
William A. Shine Great Neck South HS
William A. Shine Great Neck South HS
Brian Bernier's Morgan Stanley Smith Barney Experience January 2011 - Present
Job Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2011 - Present
Private Client Group LLC June 2008 - November 2010
E*Trade Financial Corp November 2004 - June 2008
Oppenheimer & Company Inc September 2003 - November 2004
Northwestern Mutual March 2002 - September 2003
Northwestern Mutual Life March 2002 - September 2003
Datek Online November 1999 - June 2001
Skills
Asset Allocation, Equities, Finance, Insurance, Investments, Management, Mutual Funds, Process Improvement, Securities, Series 63, Series 7
Education
Montclair State University
B.A, Human Ecology
FLHS
Morgan Stanley Smith Barney January 2011 - Present
Private Client Group LLC June 2008 - November 2010
E*Trade Financial Corp November 2004 - June 2008
Oppenheimer & Company Inc September 2003 - November 2004
Northwestern Mutual March 2002 - September 2003
Northwestern Mutual Life March 2002 - September 2003
Datek Online November 1999 - June 2001
Skills
Asset Allocation, Equities, Finance, Insurance, Investments, Management, Mutual Funds, Process Improvement, Securities, Series 63, Series 7
Education
Montclair State University
B.A, Human Ecology
FLHS
John O'Keefe John O'Keefe's Morgan Stanley Smith Barney Experience November 2009 - February 2011
Job Bringing value to my relationships by offering the best life & health products, and the tools to make them successful
Industry Insurance
Experience
Assurity Life April 2013 - Present
Assurity Life February 2011 - Present
Morgan Stanley Smith Barney November 2009 - February 2011
Lincoln Benefit Life October 1997 - May 2009
Skills
Fixed Annuities, Long-term Care, Disability Insurance, Life Insurance, Retirement Planning, Term Life Insurance, Retirement, Insurance, Health Insurance, Critical Illness, Whole Life, Brokers, Financial Planners, Series 7, Series 66, Series 6, Universal Life, Accident, 401k, IRAs, Long Term Care Insurance, Financial Planning
Education
University of Nebraska-Lincoln 1980 — 1986
Bachelor of Science (BS), Secondary Education and Teaching
Nebraska Wesleyan University
Assurity Life April 2013 - Present
Assurity Life February 2011 - Present
Morgan Stanley Smith Barney November 2009 - February 2011
Lincoln Benefit Life October 1997 - May 2009
Skills
Fixed Annuities, Long-term Care, Disability Insurance, Life Insurance, Retirement Planning, Term Life Insurance, Retirement, Insurance, Health Insurance, Critical Illness, Whole Life, Brokers, Financial Planners, Series 7, Series 66, Series 6, Universal Life, Accident, 401k, IRAs, Long Term Care Insurance, Financial Planning
Education
University of Nebraska-Lincoln 1980 — 1986
Bachelor of Science (BS), Secondary Education and Teaching
Nebraska Wesleyan University
Billie Ward's Morgan Stanley Smith Barney Experience May 2008 - November 2009
Job Senior Security Engineer at Two Sigma
Industry Computer & Network Security
Experience
Two Sigma April 2015 - Present
New York University August 2012 - April 2015
New York University November 2009 - August 2012
Morgan Stanley Smith Barney May 2008 - November 2009
CBI Connect June 2007 - May 2008
Citi April 2006 - June 2007
Avon Products, Inc. January 2003 - March 2006
Gartner May 1997 - December 2002
MCI January 1997 - May 1997
GSK June 1996 - December 1996
Skills
Security, Information Security, Computer Security, System Administration, IT Risk Management, IT Management, PCI DSS, HIPAA, Program Management, DevOps, Disaster Recovery, ArcSight, Unix, Network Administration, Networking, Information Technology, Active Directory, Linux, VMware, Cloud Computing, IT Operations, Solaris, SQL, Virtualization, Software Development, Data Center, Storage Area Networks, Windows Server, Python, Nagios, SIEM, Snort, MySQL, Oracle, Microsoft SQL Server, Splunk, Cisco ASA, Cisco Security, Palo Alto Networks, Red Hat Linux, RHEL, Debian, IDA Pro, Amazon Web Services..., Management, EnCase, LAMP, JVM, X.509, SSL Certificates
Education
New York University 2010 — 2014
MS, Computer Science
Two Sigma April 2015 - Present
New York University August 2012 - April 2015
New York University November 2009 - August 2012
Morgan Stanley Smith Barney May 2008 - November 2009
CBI Connect June 2007 - May 2008
Citi April 2006 - June 2007
Avon Products, Inc. January 2003 - March 2006
Gartner May 1997 - December 2002
MCI January 1997 - May 1997
GSK June 1996 - December 1996
Skills
Security, Information Security, Computer Security, System Administration, IT Risk Management, IT Management, PCI DSS, HIPAA, Program Management, DevOps, Disaster Recovery, ArcSight, Unix, Network Administration, Networking, Information Technology, Active Directory, Linux, VMware, Cloud Computing, IT Operations, Solaris, SQL, Virtualization, Software Development, Data Center, Storage Area Networks, Windows Server, Python, Nagios, SIEM, Snort, MySQL, Oracle, Microsoft SQL Server, Splunk, Cisco ASA, Cisco Security, Palo Alto Networks, Red Hat Linux, RHEL, Debian, IDA Pro, Amazon Web Services..., Management, EnCase, LAMP, JVM, X.509, SSL Certificates
Education
New York University 2010 — 2014
MS, Computer Science
James J. Okamura,CFA,CFP,AWMA James J. Okamura,CFA,CFP,AWMA's Morgan Stanley Smith Barney Experience February 1997 - May 2012
Job President and Chief Investment Officer at First State Trust Company
Industry Financial Services
Experience
First State Trust Company 2014 - Present
Morgan Stanley Private Bank, NA April 2012 - June 2014
Morgan Stanley Smith Barney February 1997 - May 2012
Legg Mason June 2007 - January 2009
Citigroup 1999 - 2006
Merrill Lynch Trust Company 1992 - 1997
First Fidelity Bank July 1989 - January 1992
Skills
Chartered Financial..., Certified Financial..., Accredited Wealth..., Investments, High Net Worth..., Separately Managed..., Investment Strategies, Asset Allocation, Portfolios, Managed Accounts, Series 7, SMA, Series 24, Series 66, Wealth Management, Trust Services, Portfolio Management, Asset Management, Uniform Combined State..., Alternative Investments, Private Banking, Wealth Management..., Hedge Funds, Mutual Funds, Asset Managment, Estate Planning, Investment Advisory, Managing Accounts, Investment Management
Education
Montclair State University 1985 — 1989
BA, Finance
First State Trust Company 2014 - Present
Morgan Stanley Private Bank, NA April 2012 - June 2014
Morgan Stanley Smith Barney February 1997 - May 2012
Legg Mason June 2007 - January 2009
Citigroup 1999 - 2006
Merrill Lynch Trust Company 1992 - 1997
First Fidelity Bank July 1989 - January 1992
Skills
Chartered Financial..., Certified Financial..., Accredited Wealth..., Investments, High Net Worth..., Separately Managed..., Investment Strategies, Asset Allocation, Portfolios, Managed Accounts, Series 7, SMA, Series 24, Series 66, Wealth Management, Trust Services, Portfolio Management, Asset Management, Uniform Combined State..., Alternative Investments, Private Banking, Wealth Management..., Hedge Funds, Mutual Funds, Asset Managment, Estate Planning, Investment Advisory, Managing Accounts, Investment Management
Education
Montclair State University 1985 — 1989
BA, Finance
Kristin J. De Mauro's Morgan Stanley Smith Barney Experience March 2002 - November 2002
Job Medical Funding
Industry Legal Services
Experience
K&D Associates March 2015 - Present
Gallup Financial September 2014 - Present
Peachtree Financial January 2010 - January 2013
Banyan Finance January 2008 - February 2010
Manpower Inc. June 2007 - January 2008
Starpoint Solutions January 2007 - June 2007
AppleOne Employment Services August 2005 - January 2007
NEW JERSEY HOME FUNDING GROUP January 2002 - August 2005
Morgan Stanley Smith Barney March 2002 - November 2002
JUDGE GROUP March 2000 - February 2002
Skills
Negotiation, Relationship Management, Solution Selling, Market Research, Selling Skills, Analysis, Strategy, Technology Needs..., Cold Calling, New Business Development, Sales, Account Management, Business Development, Sales Management, Recruiting, CRM, Contract Negotiation, Insurance, Leadership, Management, Marketing, Networking, Sales Operations, Selling, Team Building, Training, Human Resources, Marketing Strategy, Sourcing, Strategic Planning, Program Management, Performance Management
Education
Seton Hall University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration
Moravian College
Bachelor of Business Administration (B.B.A.), Public Relations/Image Management
K&D Associates March 2015 - Present
Gallup Financial September 2014 - Present
Peachtree Financial January 2010 - January 2013
Banyan Finance January 2008 - February 2010
Manpower Inc. June 2007 - January 2008
Starpoint Solutions January 2007 - June 2007
AppleOne Employment Services August 2005 - January 2007
NEW JERSEY HOME FUNDING GROUP January 2002 - August 2005
Morgan Stanley Smith Barney March 2002 - November 2002
JUDGE GROUP March 2000 - February 2002
Skills
Negotiation, Relationship Management, Solution Selling, Market Research, Selling Skills, Analysis, Strategy, Technology Needs..., Cold Calling, New Business Development, Sales, Account Management, Business Development, Sales Management, Recruiting, CRM, Contract Negotiation, Insurance, Leadership, Management, Marketing, Networking, Sales Operations, Selling, Team Building, Training, Human Resources, Marketing Strategy, Sourcing, Strategic Planning, Program Management, Performance Management
Education
Seton Hall University 1992 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration
Moravian College
Bachelor of Business Administration (B.B.A.), Public Relations/Image Management
Johnathan Kelley Johnathan Kelley's Morgan Stanley Smith Barney Experience June 2011 - May 2013
Job Visionary Entrepreneur
Industry Management Consulting
Experience
Johnston Air May 2009 - September 2013
Morgan Stanley Smith Barney June 2011 - May 2013
Skills
Small Business, New Business Development, Business Strategy, Business Planning, Marketing, Social Media Marketing, Business Analysis, Online Marketing, Product Marketing, Sales Management, Management, Project Management, Operations Management, Time Management, Team Management, Asset Allocation, Microsoft Office, Investments, Leadership, Customer Service, Sales, Strategic Planning, Team Building
Education
Montclair State University 2013 — 2016
Bachelor's Degree, Business Administration, Management and Operations, Junior
Johnston Air May 2009 - September 2013
Morgan Stanley Smith Barney June 2011 - May 2013
Skills
Small Business, New Business Development, Business Strategy, Business Planning, Marketing, Social Media Marketing, Business Analysis, Online Marketing, Product Marketing, Sales Management, Management, Project Management, Operations Management, Time Management, Team Management, Asset Allocation, Microsoft Office, Investments, Leadership, Customer Service, Sales, Strategic Planning, Team Building
Education
Montclair State University 2013 — 2016
Bachelor's Degree, Business Administration, Management and Operations, Junior
Steven Alpert Steven Alpert's Morgan Stanley Smith Barney Experience December 2011 - January 2012
Job Solution Sales Executive at Vitalyst,LLC Creating and Developing Sales Opportunities
Industry Information Technology and Services
Experience
Vitalyst June 2013 - Present
Muhlenberg College Institute of Public Opinion March 2010 - May 2013
New York Islanders June 2012 - August 2012
Morgan Stanley Smith Barney December 2011 - January 2012
Christopher Morley Golf Course June 2011 - August 2011
Skills
Leadership, Management, PowerPoint, Research, Public Speaking, Cold Calling, Sales, Microsoft Excel, SPSS, Microsoft Office, Microsoft Word, Social Media, Customer Service, Teamwork, Salesforce.com, Outlook
Education
Muhlenberg College 2009 — 2013
Bachelor of Arts (B.A.), Economics & Psychology
Vitalyst June 2013 - Present
Muhlenberg College Institute of Public Opinion March 2010 - May 2013
New York Islanders June 2012 - August 2012
Morgan Stanley Smith Barney December 2011 - January 2012
Christopher Morley Golf Course June 2011 - August 2011
Skills
Leadership, Management, PowerPoint, Research, Public Speaking, Cold Calling, Sales, Microsoft Excel, SPSS, Microsoft Office, Microsoft Word, Social Media, Customer Service, Teamwork, Salesforce.com, Outlook
Education
Muhlenberg College 2009 — 2013
Bachelor of Arts (B.A.), Economics & Psychology
Margaret O'Kelley Margaret O'Kelley's Morgan Stanley Smith Barney Experience July 2003 - October 2011
Job Senior Registered Client Associate at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors August 2013 - January 2015
optionsXpress July 2012 - August 2013
Morgan Stanley Smith Barney July 2003 - October 2011
Morgan Stanley Dean Witter July 1995 - July 2003
Skills
Financial Services, Investment Strategies, Retirement Planning, Customer Service, Client Relations, Client Development, Asset Allocation, Event Planning, Social Networking
Education
New Mexico State University 1981 — 1983
Bachelor of Arts (BA), Anthropology
Hamilton High School East
Wells Fargo Advisors January 2015 - Present
Wells Fargo Advisors August 2013 - January 2015
optionsXpress July 2012 - August 2013
Morgan Stanley Smith Barney July 2003 - October 2011
Morgan Stanley Dean Witter July 1995 - July 2003
Skills
Financial Services, Investment Strategies, Retirement Planning, Customer Service, Client Relations, Client Development, Asset Allocation, Event Planning, Social Networking
Education
New Mexico State University 1981 — 1983
Bachelor of Arts (BA), Anthropology
Hamilton High School East
Sam Duckett's Morgan Stanley Smith Barney Experience July 2010 - August 2010
Job Co Founder at The Sampler
Industry Writing and Editing
Experience
The Sampler July 2015 - Present
Alfred {Coffee & Kitchen} January 2014 - Present
Bigfly Aviation July 2014 - July 2015
Lindsay + December 2014 - February 2015
Mixed Six Wine Club September 2013 - December 2013
The Sampler June 2013 - October 2013
Midnight Guru San Diego November 2012 - April 2013
Morgan Stanley Smith Barney July 2010 - August 2010
Skills
Customer Service, Customer Relations, New Business Development, Public Speaking, Intuitiveness, Leadership, Social Networking, Event Planning, Photography, Market Research, Facebook, Time Management, Social Media Marketing, Aviation, Sales, Business Strategy, Design, Microsoft Excel, PowerPoint, Microsoft Office
Education
San Diego State University-California State University 2009 — 2014
Business Specializing in Entrepreneurship
Semester At Sea 2012 — 2012
Nanyang Technological University 2011 — 2011
Santa Barbara High School 2005 — 2009
The Sampler July 2015 - Present
Alfred {Coffee & Kitchen} January 2014 - Present
Bigfly Aviation July 2014 - July 2015
Lindsay + December 2014 - February 2015
Mixed Six Wine Club September 2013 - December 2013
The Sampler June 2013 - October 2013
Midnight Guru San Diego November 2012 - April 2013
Morgan Stanley Smith Barney July 2010 - August 2010
Skills
Customer Service, Customer Relations, New Business Development, Public Speaking, Intuitiveness, Leadership, Social Networking, Event Planning, Photography, Market Research, Facebook, Time Management, Social Media Marketing, Aviation, Sales, Business Strategy, Design, Microsoft Excel, PowerPoint, Microsoft Office
Education
San Diego State University-California State University 2009 — 2014
Business Specializing in Entrepreneurship
Semester At Sea 2012 — 2012
Nanyang Technological University 2011 — 2011
Santa Barbara High School 2005 — 2009
Piyush Kayastha's Morgan Stanley Smith Barney Experience October 2007 - January 2013
Job Implementation Specialist at Voicebrook
Industry Information Technology and Services
Experience
Voicebrook February 2014 - Present
Voicebrook January 2013 - February 2014
Morgan Stanley Smith Barney October 2007 - January 2013
Weight Watchers May 2007 - July 2007
Cablevision Systems Corp. December 2005 - August 2006
Skills
Project Management, Visio, Microsoft Office, SharePoint, Disaster Recovery, Active Directory, Troubleshooting, MS Project, Management, Integration, Vendor Management, Quality Assurance, Software Documentation, Project Planning, Business Analysis, Testing, MS Office, Healthcare Information...
Education
New York Institute of Technology 2003 — 2007
Bachelors of Science, Telecommunications Network Management
New York Institute of Technology
Telecommunications Network Management, Computer Systems Networking and Telecommunications
Voicebrook February 2014 - Present
Voicebrook January 2013 - February 2014
Morgan Stanley Smith Barney October 2007 - January 2013
Weight Watchers May 2007 - July 2007
Cablevision Systems Corp. December 2005 - August 2006
Skills
Project Management, Visio, Microsoft Office, SharePoint, Disaster Recovery, Active Directory, Troubleshooting, MS Project, Management, Integration, Vendor Management, Quality Assurance, Software Documentation, Project Planning, Business Analysis, Testing, MS Office, Healthcare Information...
Education
New York Institute of Technology 2003 — 2007
Bachelors of Science, Telecommunications Network Management
New York Institute of Technology
Telecommunications Network Management, Computer Systems Networking and Telecommunications
Robert Nagel's Morgan Stanley Smith Barney Experience May 2007 - September 2007
Job MBA Candidate at the Kellogg School of Management
Industry Biotechnology
Experience
PwC 2010 - July 2015
Johnson & Johnson June 2009 - January 2010
Morgan Stanley Smith Barney May 2007 - September 2007
Comcast August 2005 - June 2006
Skills
Financial Analysis, Leadership, Strategy, Forecasting, Financial Modeling, Process Improvement, Program Management, Management, Healthcare Management, Management Consulting, Change Management, Strategic Financial..., Regulatory Affairs, Pharmaceutical Industry, Finance, Biotechnology, Entrepreneurship, Wearables, Mobile Health, Strategic Planning, Strategic Consulting, Product Innovation, Innovation Consulting, Early-stage Startups
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies; Strategy; Healthcare
Penn State University 2006 — 2010
Finance, International Business
Rouen Business School 2009 — 2009
International Business, Economics of the European Union, Global Management, French Labor Relations
North Penn High School 2003 — 2006
PwC 2010 - July 2015
Johnson & Johnson June 2009 - January 2010
Morgan Stanley Smith Barney May 2007 - September 2007
Comcast August 2005 - June 2006
Skills
Financial Analysis, Leadership, Strategy, Forecasting, Financial Modeling, Process Improvement, Program Management, Management, Healthcare Management, Management Consulting, Change Management, Strategic Financial..., Regulatory Affairs, Pharmaceutical Industry, Finance, Biotechnology, Entrepreneurship, Wearables, Mobile Health, Strategic Planning, Strategic Consulting, Product Innovation, Innovation Consulting, Early-stage Startups
Education
Northwestern University - Kellogg School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies; Strategy; Healthcare
Penn State University 2006 — 2010
Finance, International Business
Rouen Business School 2009 — 2009
International Business, Economics of the European Union, Global Management, French Labor Relations
North Penn High School 2003 — 2006
Danielle Ventrice's Morgan Stanley Smith Barney Experience April 2010 - March 2012
Job Media Specialist
Industry Primary/Secondary Education
Experience
Keller Williams Realty July 2015 - Present
Bernards Township Board of Education March 2014 - Present
PFS Investments (Primerica) December 2013 - Present
Elizabeth BOE September 2013 - February 2014
Seton Hall University June 2012 - August 2013
Morgan Stanley Smith Barney April 2010 - March 2012
Corporate Turnaround January 2003 - October 2009
Skills
Financial Services, Mortgage Lending, Sales, Teaching, Financial Advisory, Investments, Classroom, Curriculum Development, Teacher Training, Blended Learning, Direct Sales, Series 7, Mutual Funds, Securities, Life Insurance, Technology Integration, Instructional Design, E-Learning, Needs Analysis, Team Building, Tutoring, Curriculum Design, Instructional Technology, Captivate, Hands-on Training, Salesforce.com, Finance, Relationship Management, Web 2.0, PowerPoint, K-12, Friendly Personality, Financial Analysis
Education
Seton Hall University 2012 — 2013
Master's degree, Education/Instructional Technology
Montclair State University 1999 — 2004
Bachelor's degree, English
Keller Williams Realty July 2015 - Present
Bernards Township Board of Education March 2014 - Present
PFS Investments (Primerica) December 2013 - Present
Elizabeth BOE September 2013 - February 2014
Seton Hall University June 2012 - August 2013
Morgan Stanley Smith Barney April 2010 - March 2012
Corporate Turnaround January 2003 - October 2009
Skills
Financial Services, Mortgage Lending, Sales, Teaching, Financial Advisory, Investments, Classroom, Curriculum Development, Teacher Training, Blended Learning, Direct Sales, Series 7, Mutual Funds, Securities, Life Insurance, Technology Integration, Instructional Design, E-Learning, Needs Analysis, Team Building, Tutoring, Curriculum Design, Instructional Technology, Captivate, Hands-on Training, Salesforce.com, Finance, Relationship Management, Web 2.0, PowerPoint, K-12, Friendly Personality, Financial Analysis
Education
Seton Hall University 2012 — 2013
Master's degree, Education/Instructional Technology
Montclair State University 1999 — 2004
Bachelor's degree, English
Jack Gavin Jack Gavin's Morgan Stanley Smith Barney Experience September 1999 - February 2007
Job SAVT Site Manager at TJ Engineering
Industry Defense & Space
Experience
TJ Engineering Inc. January 2015 - Present
SERCO NA December 2013 - December 2014
TJ Engineering Inc. February 2010 - December 2013
Cubic February 2007 - February 2010
Morgan Stanley Smith Barney September 1999 - February 2007
Merrill Lynch August 1997 - September 1999
United States Marine Corps 1977 - 1997
United States Marine Corps 1977 - 1997
Skills
Navy, Command, Aviation, National Security, Helicopters, Portfolio Management, DoD, Operational Planning, Military Operations, Military, Defense, Security Clearance, Systems Engineering, Program Management, Aircraft, Executive Management, Government Contracting, Strategic Planning, Organizational..., Defence, Strategic Financial..., Government, Risk Management, Leadership, Flights, Military Experience, Operations Management, Asset Managment, Process Improvement, Earned Value Management, Information Assurance, Intelligence Analysis, Analysis, Crisis Management, Training, Project Planning, Personnel Management, Policy, Proposal Writing, Security, Intelligence, Air Force, Army, Cross-functional Team..., Integration, Risk Assessment, Asset Management, Military Logistics, Leadership Development, Strategic Leadership
Education
San Diego State University-California State University 1996 — 1998
MBA, Business
Naval War College 1990 — 1991
MA, Strategic Policy and National Security, Graduated with Distinction
United States Naval Academy 1973 — 1977
BS, General Engineering
TJ Engineering Inc. January 2015 - Present
SERCO NA December 2013 - December 2014
TJ Engineering Inc. February 2010 - December 2013
Cubic February 2007 - February 2010
Morgan Stanley Smith Barney September 1999 - February 2007
Merrill Lynch August 1997 - September 1999
United States Marine Corps 1977 - 1997
United States Marine Corps 1977 - 1997
Skills
Navy, Command, Aviation, National Security, Helicopters, Portfolio Management, DoD, Operational Planning, Military Operations, Military, Defense, Security Clearance, Systems Engineering, Program Management, Aircraft, Executive Management, Government Contracting, Strategic Planning, Organizational..., Defence, Strategic Financial..., Government, Risk Management, Leadership, Flights, Military Experience, Operations Management, Asset Managment, Process Improvement, Earned Value Management, Information Assurance, Intelligence Analysis, Analysis, Crisis Management, Training, Project Planning, Personnel Management, Policy, Proposal Writing, Security, Intelligence, Air Force, Army, Cross-functional Team..., Integration, Risk Assessment, Asset Management, Military Logistics, Leadership Development, Strategic Leadership
Education
San Diego State University-California State University 1996 — 1998
MBA, Business
Naval War College 1990 — 1991
MA, Strategic Policy and National Security, Graduated with Distinction
United States Naval Academy 1973 — 1977
BS, General Engineering
Gladys (Gigi) Hunt's Morgan Stanley Smith Barney Experience January 2001 - May 2005
Job Art Director at Delaware Today
Industry Graphic Design
Experience
Delaware Today June 2014 - Present
GreenGigi Communication Arts Studio November 2007 - June 2014
MidAtlantic Wine + Food Festival January 2011 - January 2013
Produce Marketing Association May 2005 - November 2009
Morgan Stanley Smith Barney January 2001 - May 2005
Cecil College 2005 - 2005
Delaware College of Art and Design 2002 - 2003
The Franklin Institute June 1999 - August 1999
Skills
Graphic Design, Web Design, Brand Awareness, Brochures, Art Direction, Advertising, Corporate Identity, Direct Mail, Layout, Marketing Communications, Logo Design, Illustrator, Graphics, Creative Direction, Illustration
Education
Moore College of Art and Design 1997 — 2000
Bachelor of Arts, Graphic Design
Delaware Today June 2014 - Present
GreenGigi Communication Arts Studio November 2007 - June 2014
MidAtlantic Wine + Food Festival January 2011 - January 2013
Produce Marketing Association May 2005 - November 2009
Morgan Stanley Smith Barney January 2001 - May 2005
Cecil College 2005 - 2005
Delaware College of Art and Design 2002 - 2003
The Franklin Institute June 1999 - August 1999
Skills
Graphic Design, Web Design, Brand Awareness, Brochures, Art Direction, Advertising, Corporate Identity, Direct Mail, Layout, Marketing Communications, Logo Design, Illustrator, Graphics, Creative Direction, Illustration
Education
Moore College of Art and Design 1997 — 2000
Bachelor of Arts, Graphic Design
Jackie Margolis Jackie Margolis's Morgan Stanley Smith Barney Experience July 1995 - February 1996
Job Marketing
Industry Health, Wellness and Fitness
Experience
Healthy Directions, LLC October 2014 - Present
Household Title & Escrow, LLC June 2014 - Present
Coldwell Banker Real Estate October 2009 - June 2010
Healthy Directions, LLC 1996 - 2006
Morgan Stanley Smith Barney July 1995 - February 1996
Federal Reserve Bank of New York July 1993 - July 1995
Skills
Email Marketing, Digital Marketing, Brand Management, Brand Development, E-commerce, Marketing Research, Market Research
Education
Muhlenberg College 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Healthy Directions, LLC October 2014 - Present
Household Title & Escrow, LLC June 2014 - Present
Coldwell Banker Real Estate October 2009 - June 2010
Healthy Directions, LLC 1996 - 2006
Morgan Stanley Smith Barney July 1995 - February 1996
Federal Reserve Bank of New York July 1993 - July 1995
Skills
Email Marketing, Digital Marketing, Brand Management, Brand Development, E-commerce, Marketing Research, Market Research
Education
Muhlenberg College 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Raymond Cryer's Morgan Stanley Smith Barney Experience March 2012 - April 2012
Job Freight Audit and Payment Specialist at WestRock
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2012 - April 2012
Wells Fargo July 2010 - July 2011
Bank of America May 2006 - July 2008
Education
Morehouse College 2005 — 2010
Business-Admistration, Finance minor in Economics
Morgan Stanley Smith Barney March 2012 - April 2012
Wells Fargo July 2010 - July 2011
Bank of America May 2006 - July 2008
Education
Morehouse College 2005 — 2010
Business-Admistration, Finance minor in Economics
Dale Naylor's Morgan Stanley Smith Barney Experience 1996 - 2004
Job Stockbroker
Industry Financial Services
Experience
Scottrade December 2011 - March 2014
West Coast Investment Services 2004 - 2011
Morgan Stanley Smith Barney 1996 - 2004
Blue Ridge Centers 1989 - 1996
Skills
Client Relationship..., Compliance Management, Training & Development, Client Services, Listening Skills, Time Management, Counseling, Program Coordination, Project Execution, Program Facilitation, Plan Implementation, Organizing, Recommendations, Job coaching, Life skills instruction, Budgets, Financial Services, Portfolio Management, CRM, Employee Training, Investments, Business Development, Strategic Financial..., Sales, Project Management, Job Coaching, Psychotherapy, Public Speaking, Customer Service, Leadership, Finance, Team Building, Strategic Planning
Education
The University of Texas at Austin 1977 — 1980
BA, Psychology, Management Minor
New Mexico Junior College 1975 — 1977
AA, Business
Scottrade December 2011 - March 2014
West Coast Investment Services 2004 - 2011
Morgan Stanley Smith Barney 1996 - 2004
Blue Ridge Centers 1989 - 1996
Skills
Client Relationship..., Compliance Management, Training & Development, Client Services, Listening Skills, Time Management, Counseling, Program Coordination, Project Execution, Program Facilitation, Plan Implementation, Organizing, Recommendations, Job coaching, Life skills instruction, Budgets, Financial Services, Portfolio Management, CRM, Employee Training, Investments, Business Development, Strategic Financial..., Sales, Project Management, Job Coaching, Psychotherapy, Public Speaking, Customer Service, Leadership, Finance, Team Building, Strategic Planning
Education
The University of Texas at Austin 1977 — 1980
BA, Psychology, Management Minor
New Mexico Junior College 1975 — 1977
AA, Business
Jamie Lima, MBA, CFP® Jamie Lima, MBA, CFP®'s Morgan Stanley Smith Barney Experience December 2007 - July 2011
Job VP, Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments August 2014 - Present
Fidelity Investments July 2011 - August 2014
Morgan Stanley Smith Barney December 2007 - July 2011
Morgan Stanley Smith Barney April 2006 - December 2007
Skills
Finance, Certified Financial..., Insurance, Stock Market, Strategic Financial..., Investments, General Securities..., Bonds, Management, Human Resources, Customer Service, Time Management, Real Estate, Leadership, Business Analysis, Conflict Resolution, GAAP, Desktop Publishing, Asset Managment, Team Building, Microsoft Excel, Financial Services, Portfolio Management, Series 7, Retirement Planning, Retirement, FINRA, Equities, Mutual Funds, Sales, Microsoft Office, Wealth Management
Education
National University 2009 — 2011
MBA, Organizational Leadership
University of Phoenix 2004 — 2008
Bachelor of Science, Finance
Burrilville High School 1992 — 1997
Fidelity Investments August 2014 - Present
Fidelity Investments July 2011 - August 2014
Morgan Stanley Smith Barney December 2007 - July 2011
Morgan Stanley Smith Barney April 2006 - December 2007
Skills
Finance, Certified Financial..., Insurance, Stock Market, Strategic Financial..., Investments, General Securities..., Bonds, Management, Human Resources, Customer Service, Time Management, Real Estate, Leadership, Business Analysis, Conflict Resolution, GAAP, Desktop Publishing, Asset Managment, Team Building, Microsoft Excel, Financial Services, Portfolio Management, Series 7, Retirement Planning, Retirement, FINRA, Equities, Mutual Funds, Sales, Microsoft Office, Wealth Management
Education
National University 2009 — 2011
MBA, Organizational Leadership
University of Phoenix 2004 — 2008
Bachelor of Science, Finance
Burrilville High School 1992 — 1997
Anthony Golden; MBA's Morgan Stanley Smith Barney Experience June 2010 - July 2010
Job Production Associate at All Risks, Ltd
Industry Insurance
Experience
All Risks, Ltd June 2014 - Present
Mount St. Mary's University May 2013 - June 2014
MD Elite Lacrosse March 2013 - June 2014
Mount St. Mary's University May 2012 - May 2014
RCM&D June 2012 - August 2012
Greene Turtle Lacrosse Club October 2011 - August 2012
Wolfpack Lacrosse Club June 2010 - August 2011
Morgan Stanley Smith Barney June 2010 - July 2010
The Greene Turtle January 2007 - December 2009
Skills
Coaching, Management, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Business, Social Networking, Social Skills, Work Ethic
Education
Mount St. Mary's University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Mount St. Mary's University-Richard J. Bolte Sr. School of Business 2009 — 2012
Bachelor's Degree, Major: Business - Minor: Accounting
Loyola Blakefield High School 2005 — 2008
All Risks, Ltd June 2014 - Present
Mount St. Mary's University May 2013 - June 2014
MD Elite Lacrosse March 2013 - June 2014
Mount St. Mary's University May 2012 - May 2014
RCM&D June 2012 - August 2012
Greene Turtle Lacrosse Club October 2011 - August 2012
Wolfpack Lacrosse Club June 2010 - August 2011
Morgan Stanley Smith Barney June 2010 - July 2010
The Greene Turtle January 2007 - December 2009
Skills
Coaching, Management, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Business, Social Networking, Social Skills, Work Ethic
Education
Mount St. Mary's University 2012 — 2014
Master of Business Administration (M.B.A.), Finance, General
Mount St. Mary's University-Richard J. Bolte Sr. School of Business 2009 — 2012
Bachelor's Degree, Major: Business - Minor: Accounting
Loyola Blakefield High School 2005 — 2008
Jeff Fink Jeff Fink's Morgan Stanley Smith Barney Experience July 1983 - November 2012
Job Senior Vice President at Royal Bank of Canada Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2012 - Present
Morgan Stanley Smith Barney July 1983 - November 2012
Los Angeles Times 1978 - 1983
Skills
Series 7, Series 63, Wealth Management, Alternative Investments, Fixed Income, Asset Allocation, Mutual Funds, Equities, Investments, Portfolio Management, Retirement Planning, Series 65, Investment Advisory, Asset Management, Securities, Investment Strategies, Investment Management, Financial Services, Financial Advisory, Financial Planning
Education
University of Colorado at Boulder 1965 — 1970
University of Colorado, Business Administration and Management, General
National University
MBA
U.S. International University
M.A., Human Behavior
RBC Wealth Management November 2012 - Present
Morgan Stanley Smith Barney July 1983 - November 2012
Los Angeles Times 1978 - 1983
Skills
Series 7, Series 63, Wealth Management, Alternative Investments, Fixed Income, Asset Allocation, Mutual Funds, Equities, Investments, Portfolio Management, Retirement Planning, Series 65, Investment Advisory, Asset Management, Securities, Investment Strategies, Investment Management, Financial Services, Financial Advisory, Financial Planning
Education
University of Colorado at Boulder 1965 — 1970
University of Colorado, Business Administration and Management, General
National University
MBA
U.S. International University
M.A., Human Behavior
Jim Leighty Jim Leighty's Morgan Stanley Smith Barney Experience 2009 - 2010
Job PACT Mental Health Professional/Case Manager at Downtown Emergency Service Center
Industry Mental Health Care
Experience
Downtown Emergency Service Center July 2014 - Present
Downtown Emergency Service Center February 2014 - June 2014
VA Puget Sound Health Care System September 2013 - February 2014
Downtown Emergency Service Center August 2013 - February 2014
University of Washington September 2013 - December 2013
Downtown Emergency Service Center January 2013 - June 2013
VA Puget Sound Health Care System July 2012 - December 2012
Community Consulting Partnership September 2011 - May 2012
Taphandles LLC 2010 - 2011
Morgan Stanley Smith Barney 2009 - 2010
Skills
Strategic Planning, Training, Program Management, Leadership, Organizational..., Budgets, Process Improvement, Analysis, Operations Management, Team Building, Military, Defense, Management, Customer Service, Government, Project Management, Managerial Finance, Policy, Resource Management, Forecasting, Public Speaking, Human Resources, Risk Management, Recruiting
Education
University of Washington 2012 — 2014
Master of Social Work (MSW)
Naval Postgraduate School 2000 — 2001
Master of Science in Management, Finance, Defense Systems Analysis
University of Rochester 1985 — 1989
Bachelor of Arts, Economics/Political Science
Curtis Senior High School 1983 — 1985
Downtown Emergency Service Center July 2014 - Present
Downtown Emergency Service Center February 2014 - June 2014
VA Puget Sound Health Care System September 2013 - February 2014
Downtown Emergency Service Center August 2013 - February 2014
University of Washington September 2013 - December 2013
Downtown Emergency Service Center January 2013 - June 2013
VA Puget Sound Health Care System July 2012 - December 2012
Community Consulting Partnership September 2011 - May 2012
Taphandles LLC 2010 - 2011
Morgan Stanley Smith Barney 2009 - 2010
Skills
Strategic Planning, Training, Program Management, Leadership, Organizational..., Budgets, Process Improvement, Analysis, Operations Management, Team Building, Military, Defense, Management, Customer Service, Government, Project Management, Managerial Finance, Policy, Resource Management, Forecasting, Public Speaking, Human Resources, Risk Management, Recruiting
Education
University of Washington 2012 — 2014
Master of Social Work (MSW)
Naval Postgraduate School 2000 — 2001
Master of Science in Management, Finance, Defense Systems Analysis
University of Rochester 1985 — 1989
Bachelor of Arts, Economics/Political Science
Curtis Senior High School 1983 — 1985
Nikshan Patel (PMP) Nikshan Patel (PMP)'s Morgan Stanley Smith Barney Experience 2005 - 2009
Job Project Manager (VP) at Citi
Industry Financial Services
Experience
Citi December 2013 - Present
Bank of Tokyo-Mitsubishi UFJ May 2012 - December 2013
Morgan Stanley 2009 - May 2012
Morgan Stanley Smith Barney 2005 - 2009
Citigroup 2003 - 2005
Salomon Smith Barney August 2000 - April 2003
Skills
Enterprise Content..., Application Performance..., Project Management, HP BSM / BPM & Sitescope, TeaLeaf, Optier, CA Wily Introscope, BMC AppSight, IBM Content Management..., SiteScope, Wily Introscope, VMware ESX, Capacity Planning, ITIL, Software Project..., PMO, Enterprise Architecture, SOA, Integration, Solution Architecture, Unix, DB2, PMP, Requirements Analysis, Software Development, Disaster Recovery, Project Portfolio..., SDLC, Data Center, Enterprise Software, Websphere, Vendor Management, IT Strategy, Data Modeling, IT Service Management, IT Management, Agile Methodologies, Agile Project Management, Solaris, Infrastructure, System Deployment, Project Delivery, System Architecture, Business Continuity, Java Enterprise Edition, Resource Management, Cloud Computing, SharePoint, Requirements Gathering, Business Intelligence
Education
New Jersey Institute of Technology
BS, Computer Science
Citi December 2013 - Present
Bank of Tokyo-Mitsubishi UFJ May 2012 - December 2013
Morgan Stanley 2009 - May 2012
Morgan Stanley Smith Barney 2005 - 2009
Citigroup 2003 - 2005
Salomon Smith Barney August 2000 - April 2003
Skills
Enterprise Content..., Application Performance..., Project Management, HP BSM / BPM & Sitescope, TeaLeaf, Optier, CA Wily Introscope, BMC AppSight, IBM Content Management..., SiteScope, Wily Introscope, VMware ESX, Capacity Planning, ITIL, Software Project..., PMO, Enterprise Architecture, SOA, Integration, Solution Architecture, Unix, DB2, PMP, Requirements Analysis, Software Development, Disaster Recovery, Project Portfolio..., SDLC, Data Center, Enterprise Software, Websphere, Vendor Management, IT Strategy, Data Modeling, IT Service Management, IT Management, Agile Methodologies, Agile Project Management, Solaris, Infrastructure, System Deployment, Project Delivery, System Architecture, Business Continuity, Java Enterprise Edition, Resource Management, Cloud Computing, SharePoint, Requirements Gathering, Business Intelligence
Education
New Jersey Institute of Technology
BS, Computer Science
Brian Fakhoury Brian Fakhoury's Morgan Stanley Smith Barney Experience September 2009 - January 2012
Job Internal Wholesaler at First Eagle Investment Management
Industry Financial Services
Experience
First Eagle Investment Management December 2014 - Present
Prudential Investments February 2012 - November 2014
Morgan Stanley Smith Barney September 2009 - January 2012
Citi Smith Barney - Intern September 2008 - May 2009
Skills
Series 7, Series 66, Mutual Funds, Investment Products, Investments, Insurance, Excel, Wealth Management, Annuities, Wholesaling, Phone Etiquette, Asset Allocation, Microsoft Excel, Wholesale, Securities, Uniform Combined State..., Fixed Annuities, Financial Analysis, Asset Management, Series 63
Education
Muhlenberg College
Bachelor of Arts, Finance Major & Accounting Minor
Rutgers University-New Brunswick
Rutgers University-New Brunswick
First Eagle Investment Management December 2014 - Present
Prudential Investments February 2012 - November 2014
Morgan Stanley Smith Barney September 2009 - January 2012
Citi Smith Barney - Intern September 2008 - May 2009
Skills
Series 7, Series 66, Mutual Funds, Investment Products, Investments, Insurance, Excel, Wealth Management, Annuities, Wholesaling, Phone Etiquette, Asset Allocation, Microsoft Excel, Wholesale, Securities, Uniform Combined State..., Fixed Annuities, Financial Analysis, Asset Management, Series 63
Education
Muhlenberg College
Bachelor of Arts, Finance Major & Accounting Minor
Rutgers University-New Brunswick
Rutgers University-New Brunswick
Clint Allen Clint Allen's Morgan Stanley Smith Barney Experience September 2011 - September 2012
Job Senior Financial AdvisorAsheville Area Manager
Industry Financial Services
Experience
First Citizens Bank September 2012 - Present
Sports Outreach Ministries 2009 - Present
Morgan Stanley Smith Barney September 2011 - September 2012
Edward Jones January 2009 - September 2011
Enterprise Rent-A-Car May 2004 - December 2008
Skills
Financial Advisory, Annuities, Bonds, Stocks, Planning
Education
Montreat College 1999 — 2004
BS, Business Management and Computer Information Systems
First Citizens Bank September 2012 - Present
Sports Outreach Ministries 2009 - Present
Morgan Stanley Smith Barney September 2011 - September 2012
Edward Jones January 2009 - September 2011
Enterprise Rent-A-Car May 2004 - December 2008
Skills
Financial Advisory, Annuities, Bonds, Stocks, Planning
Education
Montreat College 1999 — 2004
BS, Business Management and Computer Information Systems
Tony Sirianni Tony Sirianni's Morgan Stanley Smith Barney Experience June 2009 - September 2010
Job Managing Partner at Sirianni Strategy Group
Industry Financial Services
Experience
Sirianni Strategy Group May 2014 - Present
Steward Partners Consulting July 2013 - May 2014
Indpendent Advisor Partners June 2012 - June 2013
Washington Wealth Management December 2010 - June 2012
Morgan Stanley Smith Barney June 2009 - September 2010
Smith Barney/ Legg Mason December 2006 - June 2009
Legg Mason 1999 - December 2006
Merrill Lynch January 1991 - January 1999
OppenheimerFunds 1993 - 1996
Skills
Mergers, Public Speaking, Training, Wealth Management, Investments, Strategic Financial..., Investment Advisory, Asset Managment, Securities, Retirement Planning, Series 7, Portfolio Management, Mutual Funds, Investment Management, Alternative Investments, Asset Allocation, Series 63, Series 24, Financial Services, Investment Strategies, Asset Management, ETFs, Mergers & Acquisitions, FINRA, Finance, Equities
Education
New York Law School 1993 — 1996
JD, Law
Queens College 1989 — 1991
MA, Creative Writing
st anns school 1986 — 1987
Trinity College-Hartford 1984 — 1987
BA, English Language and Literature/Letters
Sirianni Strategy Group May 2014 - Present
Steward Partners Consulting July 2013 - May 2014
Indpendent Advisor Partners June 2012 - June 2013
Washington Wealth Management December 2010 - June 2012
Morgan Stanley Smith Barney June 2009 - September 2010
Smith Barney/ Legg Mason December 2006 - June 2009
Legg Mason 1999 - December 2006
Merrill Lynch January 1991 - January 1999
OppenheimerFunds 1993 - 1996
Skills
Mergers, Public Speaking, Training, Wealth Management, Investments, Strategic Financial..., Investment Advisory, Asset Managment, Securities, Retirement Planning, Series 7, Portfolio Management, Mutual Funds, Investment Management, Alternative Investments, Asset Allocation, Series 63, Series 24, Financial Services, Investment Strategies, Asset Management, ETFs, Mergers & Acquisitions, FINRA, Finance, Equities
Education
New York Law School 1993 — 1996
JD, Law
Queens College 1989 — 1991
MA, Creative Writing
st anns school 1986 — 1987
Trinity College-Hartford 1984 — 1987
BA, English Language and Literature/Letters
Girish Manglani Girish Manglani's Morgan Stanley Smith Barney Experience June 2009 - July 2013
Job Director at UBS
Industry Financial Services
Experience
UBS July 2013 - Present
Morgan Stanley Smith Barney June 2009 - July 2013
Citi Group July 2007 - May 2009
Citigroup June 2005 - July 2007
Skills
SDLC, Software Project..., Equities, Requirements Analysis, Data Warehousing, Business Analysis, Requirements Gathering, Business Requirements, Fixed Income, Vendor Management, Visio, Business Intelligence, Agile Methodologies, User Acceptance Testing, Financial Services, IT Strategy, PMO, Project Portfolio..., Enterprise Architecture
Education
New York Institute of Technology
MS, Electrical and Computer Engineering
Shivaji University
BE, Electronics
UBS July 2013 - Present
Morgan Stanley Smith Barney June 2009 - July 2013
Citi Group July 2007 - May 2009
Citigroup June 2005 - July 2007
Skills
SDLC, Software Project..., Equities, Requirements Analysis, Data Warehousing, Business Analysis, Requirements Gathering, Business Requirements, Fixed Income, Vendor Management, Visio, Business Intelligence, Agile Methodologies, User Acceptance Testing, Financial Services, IT Strategy, PMO, Project Portfolio..., Enterprise Architecture
Education
New York Institute of Technology
MS, Electrical and Computer Engineering
Shivaji University
BE, Electronics
Brook Solliday Brook Solliday's Morgan Stanley Smith Barney Experience June 2007 - April 2010
Job Vice President at Morgan Stanley Private Bank, N.A.
Industry Financial Services
Experience
Morgan Stanley Private Bank, N.A. April 2010 - Present
Morgan Stanley Smith Barney June 2007 - April 2010
Skills
Banking, Series 7, Wealth Management, Portfolio Management, Finance, Securities, Financial Services, Investments, Equities, Mutual Funds, Series 63
Education
Montclair State University 2003 — 2007
Bachelor of Science, Management
Morgan Stanley Private Bank, N.A. April 2010 - Present
Morgan Stanley Smith Barney June 2007 - April 2010
Skills
Banking, Series 7, Wealth Management, Portfolio Management, Finance, Securities, Financial Services, Investments, Equities, Mutual Funds, Series 63
Education
Montclair State University 2003 — 2007
Bachelor of Science, Management
Barbara Essi Barbara Essi's Morgan Stanley Smith Barney Experience June 1984 - January 2013
Job Investment Associate
Industry Financial Services
Experience
RBC Wealth Management January 2013 - Present
Morgan Stanley Smith Barney June 1984 - January 2013
Skills
Retirement Planning, Wealth Management, Asset Management, Mortgage Lending, Estate Planning
Education
Nebraska Wesleyan University
Bachelor of Science, Business Administration and Management
RBC Wealth Management January 2013 - Present
Morgan Stanley Smith Barney June 1984 - January 2013
Skills
Retirement Planning, Wealth Management, Asset Management, Mortgage Lending, Estate Planning
Education
Nebraska Wesleyan University
Bachelor of Science, Business Administration and Management
Jamie Dworkin Jamie Dworkin's Morgan Stanley Smith Barney Experience January 1994 - January 1995
Job Real Estate Broker @ Classic Realty Group
Industry Education Management
Experience
Classic Realty Group July 2015 - Present
Elite Dental October 2014 - July 2015
Classic Realty Group 2015 - 2015
Sandbox Early Learning Center September 2011 - October 2014
Nordstrom March 2011 - July 2011
Nordstrom September 2010 - March 2011
Blue Group Trading May 1999 - October 2001
Blue Group Trading January 1995 - May 1999
Morgan Stanley Smith Barney January 1994 - January 1995
Skills
Teaching, Real Estate, Team Building, Customer Service, Strategic Planning, Sales, Microsoft Office, Negotiation, Event Planning
Education
Moraine Valley Community College 1991 — 1993
Associate of Liberal Arts, Early Childhood Development
Morraine Valley Community College
Associate of Arts (A.A.), Child Care and Support Services Management
Classic Realty Group July 2015 - Present
Elite Dental October 2014 - July 2015
Classic Realty Group 2015 - 2015
Sandbox Early Learning Center September 2011 - October 2014
Nordstrom March 2011 - July 2011
Nordstrom September 2010 - March 2011
Blue Group Trading May 1999 - October 2001
Blue Group Trading January 1995 - May 1999
Morgan Stanley Smith Barney January 1994 - January 1995
Skills
Teaching, Real Estate, Team Building, Customer Service, Strategic Planning, Sales, Microsoft Office, Negotiation, Event Planning
Education
Moraine Valley Community College 1991 — 1993
Associate of Liberal Arts, Early Childhood Development
Morraine Valley Community College
Associate of Arts (A.A.), Child Care and Support Services Management
Vincent Ngai's Morgan Stanley Smith Barney Experience April 2006 - March 2011
Job Program Lead
Industry Financial Services
Experience
Citi October 2014 - Present
Citi April 2013 - Present
Citi June 2012 - March 2013
JP Morgan Chase February 2011 - June 2012
Morgan Stanley Smith Barney April 2006 - March 2011
Merrill Lynch September 2003 - April 2006
JPMorgan Chase July 1998 - August 2001
Chase August 1996 - July 1998
Chase May 1993 - August 1996
Skills
Series 7, Series 66, Wealth Management, Product Development, Banking, Product Management, Treasury Management, Strategy, Cross-functional Team..., Marketing, Strategic Planning, Small Business, Certified Treasury..., Project Management, Financial Analysis, Leadership, Credit Cards, Retail Banking, Financial Services, Sales, Portfolio Management
Education
University of Maryland 2001 — 2003
MBA, Business
University of Maryland - Robert H. Smith School of Business 2001 — 2003
MBA
NYU 1989 — 1993
BS, Communications
Citi October 2014 - Present
Citi April 2013 - Present
Citi June 2012 - March 2013
JP Morgan Chase February 2011 - June 2012
Morgan Stanley Smith Barney April 2006 - March 2011
Merrill Lynch September 2003 - April 2006
JPMorgan Chase July 1998 - August 2001
Chase August 1996 - July 1998
Chase May 1993 - August 1996
Skills
Series 7, Series 66, Wealth Management, Product Development, Banking, Product Management, Treasury Management, Strategy, Cross-functional Team..., Marketing, Strategic Planning, Small Business, Certified Treasury..., Project Management, Financial Analysis, Leadership, Credit Cards, Retail Banking, Financial Services, Sales, Portfolio Management
Education
University of Maryland 2001 — 2003
MBA, Business
University of Maryland - Robert H. Smith School of Business 2001 — 2003
MBA
NYU 1989 — 1993
BS, Communications
Sandhya Shah, PMP®'s Morgan Stanley Smith Barney Experience July 2010 - August 2011
Job Project Manager / Release Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley September 2012 - Present
ADP August 2011 - September 2012
Morgan Stanley Smith Barney July 2010 - August 2011
McKinsey & Company 2005 - December 2009
McKinsey & Company 2002 - 2005
McKinsey & Company 2001 - 2002
McKinsey & Company 2000 - 2001
McKinsey & Company 1997 - 2000
McKinsey & Company 1996 - 1997
Skills
SDLC, IT Management, Process Improvement, IT Operations, Scrum, Agile Methodologies, Data Center, Cross-functional Team..., Project Management, Vendor Management, Leadership, PMP, PMO, Management
Education
New Jersey Institute of Technology
B.S., Computer Engineering
Morgan Stanley September 2012 - Present
ADP August 2011 - September 2012
Morgan Stanley Smith Barney July 2010 - August 2011
McKinsey & Company 2005 - December 2009
McKinsey & Company 2002 - 2005
McKinsey & Company 2001 - 2002
McKinsey & Company 2000 - 2001
McKinsey & Company 1997 - 2000
McKinsey & Company 1996 - 1997
Skills
SDLC, IT Management, Process Improvement, IT Operations, Scrum, Agile Methodologies, Data Center, Cross-functional Team..., Project Management, Vendor Management, Leadership, PMP, PMO, Management
Education
New Jersey Institute of Technology
B.S., Computer Engineering
John Williams MBA, CRCMP, CAPM's Morgan Stanley Smith Barney Experience January 2011 - May 2011
Job Investment Advisor at Southeast Investments
Industry Financial Services
Experience
Southeast Investments January 2013 - Present
JPMorgan Chase October 2011 - May 2013
Morgan Stanley Smith Barney January 2011 - May 2011
JP Turner & Company, LLC December 2006 - December 2010
Trident Partners Ltd. October 2005 - December 2006
Skills
Securities, FINRA, Equities, Alternative Investments, Internal Audit, Social Media Marketing, Employee Training, Capital Markets, KYC, Mutual Funds, Financial Services, Social Media, Fixed Income, Derivatives, Hedge Funds, Structured Products, Sales Management, Bloomberg, AML, Financial Markets, Portfolio Management, Loans, Analysis, Options, Financial Advisory, Wealth Management, Mortgage Lending, Investment Banking, Commodity, Series 24, Risk Management, Finance, Banking, Asset Allocation, Private Equity, Compliance Management, Branch Management, Operations, Investments, Compliance, Trading, Asset Management, Financial Risk, Bonds, ETFs, Valuation, Investment Strategies, LinkedIn, Training & Development, Project Management
Education
New York Institute of Technology-Old Westbury
Masters of Business Administration, Finance, Marketing
New York Institute of Technology-Old Westbury
Bachelor of Science, Mechanical Engineering
Southeast Investments January 2013 - Present
JPMorgan Chase October 2011 - May 2013
Morgan Stanley Smith Barney January 2011 - May 2011
JP Turner & Company, LLC December 2006 - December 2010
Trident Partners Ltd. October 2005 - December 2006
Skills
Securities, FINRA, Equities, Alternative Investments, Internal Audit, Social Media Marketing, Employee Training, Capital Markets, KYC, Mutual Funds, Financial Services, Social Media, Fixed Income, Derivatives, Hedge Funds, Structured Products, Sales Management, Bloomberg, AML, Financial Markets, Portfolio Management, Loans, Analysis, Options, Financial Advisory, Wealth Management, Mortgage Lending, Investment Banking, Commodity, Series 24, Risk Management, Finance, Banking, Asset Allocation, Private Equity, Compliance Management, Branch Management, Operations, Investments, Compliance, Trading, Asset Management, Financial Risk, Bonds, ETFs, Valuation, Investment Strategies, LinkedIn, Training & Development, Project Management
Education
New York Institute of Technology-Old Westbury
Masters of Business Administration, Finance, Marketing
New York Institute of Technology-Old Westbury
Bachelor of Science, Mechanical Engineering
Tatyana Kravtsov's Morgan Stanley Smith Barney Experience October 2006 - April 2012
Job Head of Automation and Continuous Delivery at RokiTT
Industry Information Technology and Services
Experience
ROkITT November 2014 - Present
Syncsort April 2012 - November 2014
Morgan Stanley Smith Barney October 2006 - April 2012
UBS August 2001 - October 2006
Skills
Test Automation, Software Project..., Quality Assurance, QTP, SOA, SQL, LoadRunner, Vendor Management, SDLC, Documentation, HTML, PMP, Software Development, Process Improvement, Visio, MS Project
Education
Stevens Institute of Technology 2004 — 2006
Masters, Management of Information Systems
New York University 2002 — 2003
Certificate in Internet Technologies, Information Systems
State University of New York at Stony Brook 1997 — 2001
Bachelor of Science, Computer Science
ROkITT November 2014 - Present
Syncsort April 2012 - November 2014
Morgan Stanley Smith Barney October 2006 - April 2012
UBS August 2001 - October 2006
Skills
Test Automation, Software Project..., Quality Assurance, QTP, SOA, SQL, LoadRunner, Vendor Management, SDLC, Documentation, HTML, PMP, Software Development, Process Improvement, Visio, MS Project
Education
Stevens Institute of Technology 2004 — 2006
Masters, Management of Information Systems
New York University 2002 — 2003
Certificate in Internet Technologies, Information Systems
State University of New York at Stony Brook 1997 — 2001
Bachelor of Science, Computer Science
Suryakant Brahmbhatt's Morgan Stanley Smith Barney Experience 2006 - Present
Job ETL Lead at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2006 - Present
Skills
Data Warehousing, Data Modeling, Unix, DB2, ETL, Teradata, SharePoint, Business Intelligence, SDLC, Business Analysis, Vendor Management, Enterprise Architecture, Informatica, Project Portfolio..., Sybase, Software Project..., SQL, SOA, Data Analysis, Business Objects, IT Strategy, Oracle, Database Design, Requirements Analysis, Requirements Gathering
Education
New Jersey Institute of Technology 1993 — 2000
Morgan Stanley Smith Barney 2006 - Present
Skills
Data Warehousing, Data Modeling, Unix, DB2, ETL, Teradata, SharePoint, Business Intelligence, SDLC, Business Analysis, Vendor Management, Enterprise Architecture, Informatica, Project Portfolio..., Sybase, Software Project..., SQL, SOA, Data Analysis, Business Objects, IT Strategy, Oracle, Database Design, Requirements Analysis, Requirements Gathering
Education
New Jersey Institute of Technology 1993 — 2000
Renee Scarano's Morgan Stanley Smith Barney Experience April 2011 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Morgan Stanley Smith Barney April 2011 - Present
Bank of America/Merrill Lynch March 2009 - March 2011
Merrill Lynch - Global Private Client Division - Global Bank Group February 2007 - March 2009
Merrill Lynch May 2004 - February 2007
Prudential Insurance April 1997 - May 2000
Skills
Series 7, Strategy, Wealth Management, Series 63, Commercial Banking, Cash Management, Business Development, Product Development, Financial Services, Banking, Marketing Communications, Investments, Strategic Planning, Marketing Strategy, Integrated Marketing, Sales, Management
Education
New York University 1982 — 1986
BA, Communications
Morgan Stanley April 2014 - Present
Morgan Stanley Smith Barney April 2011 - Present
Bank of America/Merrill Lynch March 2009 - March 2011
Merrill Lynch - Global Private Client Division - Global Bank Group February 2007 - March 2009
Merrill Lynch May 2004 - February 2007
Prudential Insurance April 1997 - May 2000
Skills
Series 7, Strategy, Wealth Management, Series 63, Commercial Banking, Cash Management, Business Development, Product Development, Financial Services, Banking, Marketing Communications, Investments, Strategic Planning, Marketing Strategy, Integrated Marketing, Sales, Management
Education
New York University 1982 — 1986
BA, Communications
Fred Obermeier's Morgan Stanley Smith Barney Experience February 1992 - April 1998
Job Franchise Owner
Industry Legal Services
Experience
Right at Home February 2011 - Present
Curtis Mallet Prevost Colt & Mosle May 2008 - February 2011
Proskauer Rose LLP November 2002 - May 2008
Kintetsu World Express April 2001 - October 2001
ADP April 1998 - April 2001
Morgan Stanley Smith Barney February 1992 - April 1998
Skills
ITIL, Management, Project Management, XP, Relationship Management, Data Center, Change Management, Windows Server, IT Management, Troubleshooting, Call Center, Active Directory, Integration, Technology Planning, Blackberry Enterprise..., Blackberry, Application Lifecycle..., Technical Support, Continuous Improvement, System Deployment, Hardware
Education
New York Institute of Technology 1987 — 1991
Right at Home February 2011 - Present
Curtis Mallet Prevost Colt & Mosle May 2008 - February 2011
Proskauer Rose LLP November 2002 - May 2008
Kintetsu World Express April 2001 - October 2001
ADP April 1998 - April 2001
Morgan Stanley Smith Barney February 1992 - April 1998
Skills
ITIL, Management, Project Management, XP, Relationship Management, Data Center, Change Management, Windows Server, IT Management, Troubleshooting, Call Center, Active Directory, Integration, Technology Planning, Blackberry Enterprise..., Blackberry, Application Lifecycle..., Technical Support, Continuous Improvement, System Deployment, Hardware
Education
New York Institute of Technology 1987 — 1991
Tom Parnaby's Morgan Stanley Smith Barney Experience March 2008 - July 2011
Job Director at UBS Wealth Management Equity Compensation
Industry Financial Services
Experience
UBS Wealth Management May 2011 - Present
Morgan Stanley Smith Barney March 2008 - July 2011
Merrill Lynch May 1995 - September 2007
Skills
Restricted Stock, Options, Benefits Administration, Series 7, Series 66, Defined Benefit, 401k, Deferred Compensation, ESPP, Equities, Securities, Stocks, Retirement Planning, Retirement, Mutual Funds, Investments, Portfolio Management, Uniform Combined State..., Wealth Management..., Financial Services, Relationship Management, Wealth Management, Financial Advisory, Executive Pay, FINRA, Leadership, Pensions
Education
Montclair State University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance and Economics
UBS Wealth Management May 2011 - Present
Morgan Stanley Smith Barney March 2008 - July 2011
Merrill Lynch May 1995 - September 2007
Skills
Restricted Stock, Options, Benefits Administration, Series 7, Series 66, Defined Benefit, 401k, Deferred Compensation, ESPP, Equities, Securities, Stocks, Retirement Planning, Retirement, Mutual Funds, Investments, Portfolio Management, Uniform Combined State..., Wealth Management..., Financial Services, Relationship Management, Wealth Management, Financial Advisory, Executive Pay, FINRA, Leadership, Pensions
Education
Montclair State University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Finance and Economics
Chris David's Morgan Stanley Smith Barney Experience May 1999 - January 2000
Job Technical Solution Director at Bluewolf
Industry Computer Software
Experience
Bluewolf January 2004 - Present
Altran Solutions May 2003 - January 2004
Data Storage Solutions, Inc. February 2003 - May 2003
Metropolitan Interpreters and Translators, Inc October 2002 - November 2002
kirshenbaum bond + partners June 2001 - August 2002
Vizy Interactive May 2000 - April 2001
Morgan Stanley Smith Barney May 1999 - January 2000
New Jersey City University - Department of Physics January 1999 - May 1999
Skills
Cloud Computing, Salesforce.com, SaaS, Java, Force.com, Enterprise Software, CRM, Integration, Business Analysis, Business Intelligence, Consulting, Professional Services, PaaS, Databases, SQL, Microsoft SQL Server, Visualforce, Apex Code, PHP, ColdFusion, MySQL, Requirements Analysis, Software Project..., Web Applications, Agile Methodologies, Oracle Application...
Education
New Jersey City University 1997 — 2001
Bachelor of Science, Major: Computer Science; Minor: Business Administration
Salesforce Analytics Cloud - Brown Belt Accreditation 2014 — 2014
Bluewolf January 2004 - Present
Altran Solutions May 2003 - January 2004
Data Storage Solutions, Inc. February 2003 - May 2003
Metropolitan Interpreters and Translators, Inc October 2002 - November 2002
kirshenbaum bond + partners June 2001 - August 2002
Vizy Interactive May 2000 - April 2001
Morgan Stanley Smith Barney May 1999 - January 2000
New Jersey City University - Department of Physics January 1999 - May 1999
Skills
Cloud Computing, Salesforce.com, SaaS, Java, Force.com, Enterprise Software, CRM, Integration, Business Analysis, Business Intelligence, Consulting, Professional Services, PaaS, Databases, SQL, Microsoft SQL Server, Visualforce, Apex Code, PHP, ColdFusion, MySQL, Requirements Analysis, Software Project..., Web Applications, Agile Methodologies, Oracle Application...
Education
New Jersey City University 1997 — 2001
Bachelor of Science, Major: Computer Science; Minor: Business Administration
Salesforce Analytics Cloud - Brown Belt Accreditation 2014 — 2014
Annmarie D'Amico's Morgan Stanley Smith Barney Experience April 2010 - Present
Job Executive Director, Wealth Management Administration at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2010 - Present
Morgan Stanley Smith Barney October 2008 - April 2010
Morgan Stanley May 2005 - October 2009
Morgan Stanley December 2003 - May 2005
Skills
Strategy, Series 7, Wealth Management, Securities, Business Development, Fixed Income, Equities, Financial Services, Portfolio Management, Alternative Investments, Investments, Asset Management
Education
Montclair State University 1979 — 1983
Bachelor of Science (B.S.)
Morgan Stanley Smith Barney April 2010 - Present
Morgan Stanley Smith Barney October 2008 - April 2010
Morgan Stanley May 2005 - October 2009
Morgan Stanley December 2003 - May 2005
Skills
Strategy, Series 7, Wealth Management, Securities, Business Development, Fixed Income, Equities, Financial Services, Portfolio Management, Alternative Investments, Investments, Asset Management
Education
Montclair State University 1979 — 1983
Bachelor of Science (B.S.)
Kelli Senopole's Morgan Stanley Smith Barney Experience 2007 - Present
Job Financial Associate at Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney 2007 - Present
Education
Muskingum College 1996 — 2000
Morgan Stanley Smith Barney 2007 - Present
Education
Muskingum College 1996 — 2000
Barry Wall's Morgan Stanley Smith Barney Experience 2009 - 2010
Job Project Manager Citigroup
Industry Financial Services
Experience
citibank April 2011 - Present
Apex Systems 2010 - 2015
Apex Systems 2010 - 2015
Bank of America January 2010 - March 2011
Morgan Stanley Smith Barney 2009 - 2010
JPMorgan Chase February 1992 - September 2008
EAB 1981 - 1991
Skills
Business Analysis, Visio, Process Improvement, SDLC, Vendor Management, Software Development, Project Management, Management, Quality Assurance, Program Management, Event Planning, Requirements Analysis, Banking, CRM, Strategic Planning, Lotus Notes, Risk Management, Financial Services, Business Process..., Integration, Project Planning, MS Project, Change Management
Education
New York Institute of Technology-Old Westbury 1967 — 1970
Bachelor of Science, Computer Science
citibank April 2011 - Present
Apex Systems 2010 - 2015
Apex Systems 2010 - 2015
Bank of America January 2010 - March 2011
Morgan Stanley Smith Barney 2009 - 2010
JPMorgan Chase February 1992 - September 2008
EAB 1981 - 1991
Skills
Business Analysis, Visio, Process Improvement, SDLC, Vendor Management, Software Development, Project Management, Management, Quality Assurance, Program Management, Event Planning, Requirements Analysis, Banking, CRM, Strategic Planning, Lotus Notes, Risk Management, Financial Services, Business Process..., Integration, Project Planning, MS Project, Change Management
Education
New York Institute of Technology-Old Westbury 1967 — 1970
Bachelor of Science, Computer Science
Randy Caruso-Reynoso's Morgan Stanley Smith Barney Experience September 2010 - Present
Job International
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2010 - Present
Merrill Lynch International GWM April 1994 - September 2010
Bankers Trust 1990 - 1994
Bankers Trust 1990 - 1994
Citibank 1980 - 1990
Skills
Series 7, Equities, Wealth Management, Strategic Financial..., Asset Allocation, Series 63, Investments, Portfolio Management, Investment Banking, Fixed Income, Alternative Investments, Private Banking, FINRA, Mutual Funds, Hedge Funds, Wealth Management..., Corporate Finance, Capital Markets, Estate Planning, Financial Services, High Net Worth..., Investment Strategies, Finance, Securities, Asset Management, Private Equity, Investment Advisory, Structured Products, Banking, Financial Advisory, ETFs, Bonds, Investment Management, Series 65, Financial Markets, Options, Retirement Planning, Series 24, Uniform Combined State..., Separately Managed..., Bloomberg, Derivatives, Trading, Emerging Markets, Financial Structuring, Retirement, Valuation, Structured Finance, Fixed Annuities, Relationship Management
Education
New York University 1975 — 1980
BA / MA, Economics
University of Pennsylvania - The Wharton School
On going, Finance, Management, Economics
Morgan Stanley Smith Barney September 2010 - Present
Merrill Lynch International GWM April 1994 - September 2010
Bankers Trust 1990 - 1994
Bankers Trust 1990 - 1994
Citibank 1980 - 1990
Skills
Series 7, Equities, Wealth Management, Strategic Financial..., Asset Allocation, Series 63, Investments, Portfolio Management, Investment Banking, Fixed Income, Alternative Investments, Private Banking, FINRA, Mutual Funds, Hedge Funds, Wealth Management..., Corporate Finance, Capital Markets, Estate Planning, Financial Services, High Net Worth..., Investment Strategies, Finance, Securities, Asset Management, Private Equity, Investment Advisory, Structured Products, Banking, Financial Advisory, ETFs, Bonds, Investment Management, Series 65, Financial Markets, Options, Retirement Planning, Series 24, Uniform Combined State..., Separately Managed..., Bloomberg, Derivatives, Trading, Emerging Markets, Financial Structuring, Retirement, Valuation, Structured Finance, Fixed Annuities, Relationship Management
Education
New York University 1975 — 1980
BA / MA, Economics
University of Pennsylvania - The Wharton School
On going, Finance, Management, Economics
Michael Mrkobrad's Morgan Stanley Smith Barney Experience December 2009 - July 2010
Job DHS
Industry Law Enforcement
Experience
Morgan Stanley Smith Barney December 2009 - July 2010
Merrill Lynch January 2007 - December 2009
NY / NJ High Intensity Financial Crimes January 2005 - January 2007
Skills
AML, Operational Risk, FINRA, Risk Assessment, KYC, Bank Secrecy Act, Investigation, OFAC, Anti Money Laundering, Surveillance, Due Diligence, Financial Risk, Risk Management, Financial Regulation, Financial Services, Fraud, Operational Risk..., Securities, Financial Analysis, Analysis, Equities, Capital Markets
Education
Muhlenberg College
Morgan Stanley Smith Barney December 2009 - July 2010
Merrill Lynch January 2007 - December 2009
NY / NJ High Intensity Financial Crimes January 2005 - January 2007
Skills
AML, Operational Risk, FINRA, Risk Assessment, KYC, Bank Secrecy Act, Investigation, OFAC, Anti Money Laundering, Surveillance, Due Diligence, Financial Risk, Risk Management, Financial Regulation, Financial Services, Fraud, Operational Risk..., Securities, Financial Analysis, Analysis, Equities, Capital Markets
Education
Muhlenberg College
Dara Watkins's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job Teacher, Holistic Nutrition Counselor in Training
Industry Primary/Secondary Education
Experience
Hamburg Central School District September 2009 - Present
Self Employed September 2009 - Present
Morgan Stanley Smith Barney May 2012 - August 2012
Skills
Literacy, Elementary Education, Differentiated..., Balanced Literacy, Language Arts, Reading Intervention, Classroom Management, Lesson Planning, Teaching Reading, RTI, AIMSweb, Special Education, Teachers, Smartboard, K-12, Guided Reading, DIBELS, Tutoring, Social Studies, Integrating Technology..., Staff Development, iPhone, iMovie, iPhoto, Classroom, Microsoft Office, Curriculum Development, Google Apps, Social Media, Assistive Technology, Technology Integration, Twitter, iPad, Instagram, Teacher Training, Moodle, Web Design, E-Learning, Grant Writing, Educational Consulting, Instructional Technology, Educational Leadership, Teaching, Early Childhood..., Curriculum Design, Instructional Design, Public Speaking, Academic Tutoring, Adult Education, Apparel
Education
St. Bonaventure University 2009 — 2010
Master of Science (M.S.), Literacy, 4.0
State University of New York College at Fredonia 2007 — 2009
B.S. Ed., Childhood Inclusive Education (gr. 1-6)
Nazareth College 2005 — 2006
History Education
Ten Broeck Academy 2001 — 2005
Regents Diploma, Business
Hamburg Central School District September 2009 - Present
Self Employed September 2009 - Present
Morgan Stanley Smith Barney May 2012 - August 2012
Skills
Literacy, Elementary Education, Differentiated..., Balanced Literacy, Language Arts, Reading Intervention, Classroom Management, Lesson Planning, Teaching Reading, RTI, AIMSweb, Special Education, Teachers, Smartboard, K-12, Guided Reading, DIBELS, Tutoring, Social Studies, Integrating Technology..., Staff Development, iPhone, iMovie, iPhoto, Classroom, Microsoft Office, Curriculum Development, Google Apps, Social Media, Assistive Technology, Technology Integration, Twitter, iPad, Instagram, Teacher Training, Moodle, Web Design, E-Learning, Grant Writing, Educational Consulting, Instructional Technology, Educational Leadership, Teaching, Early Childhood..., Curriculum Design, Instructional Design, Public Speaking, Academic Tutoring, Adult Education, Apparel
Education
St. Bonaventure University 2009 — 2010
Master of Science (M.S.), Literacy, 4.0
State University of New York College at Fredonia 2007 — 2009
B.S. Ed., Childhood Inclusive Education (gr. 1-6)
Nazareth College 2005 — 2006
History Education
Ten Broeck Academy 2001 — 2005
Regents Diploma, Business
Vincenzo LaSpisa's Morgan Stanley Smith Barney Experience October 2001 - June 2008
Job Financial Services Professional
Industry Financial Services
Experience
Executive Health Resources June 2010 - August 2010
Medical Staffing Network August 2008 - October 2008
Morgan Stanley Smith Barney October 2001 - June 2008
AST Stockplan July 2000 - October 2001
Crum & Forster July 1983 - September 1999
Skills
Series 63, Equities, Retirement Planning, Series 7, Wealth Management, Asset Management, Options, Portfolio Management, Relationship Management, Series 65, Financial Services
Education
New York Institute of Technology 1988 — 1989
Architectural Engineering
Executive Health Resources June 2010 - August 2010
Medical Staffing Network August 2008 - October 2008
Morgan Stanley Smith Barney October 2001 - June 2008
AST Stockplan July 2000 - October 2001
Crum & Forster July 1983 - September 1999
Skills
Series 63, Equities, Retirement Planning, Series 7, Wealth Management, Asset Management, Options, Portfolio Management, Relationship Management, Series 65, Financial Services
Education
New York Institute of Technology 1988 — 1989
Architectural Engineering
Monica Bhole's Morgan Stanley Smith Barney Experience January 2009 - April 2009
Job Economics PhD Candidate at Stanford University
Industry Research
Experience
Stanford University 2013 - Present
Stanford University 2011 - Present
Cornerstone Research June 2014 - August 2014
Stanford University 2012 - 2013
New York University May 2009 - October 2009
HDFC Property Ventures Limited June 2009 - August 2009
Morgan Stanley Smith Barney January 2009 - April 2009
Skills
Stata, Statistics, Economics, Econometrics, R, Data Analysis, Macroeconomics, Matlab, LaTeX, Research, Quantitative Analytics
Education
Stanford University
PhD, Economics
New York University 2007 — 2011
B.A, Major: Mathematics, Economics
Stanford University 2013 - Present
Stanford University 2011 - Present
Cornerstone Research June 2014 - August 2014
Stanford University 2012 - 2013
New York University May 2009 - October 2009
HDFC Property Ventures Limited June 2009 - August 2009
Morgan Stanley Smith Barney January 2009 - April 2009
Skills
Stata, Statistics, Economics, Econometrics, R, Data Analysis, Macroeconomics, Matlab, LaTeX, Research, Quantitative Analytics
Education
Stanford University
PhD, Economics
New York University 2007 — 2011
B.A, Major: Mathematics, Economics
Arthur Starikov's Morgan Stanley Smith Barney Experience January 2010 - June 2013
Job Project Manager AVP at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank December 2014 - Present
Deutsche Bank January 2014 - November 2014
Bottomline Technologies June 2013 - January 2014
Morgan Stanley Smith Barney January 2010 - June 2013
Computer Technology Services, Inc. October 2007 - January 2009
UBS Financial Services, Inc. September 1998 - August 2007
AIG (American International Group) September 1997 - July 1998
Skills
Software Documentation, Quality Assurance, SDLC, User Acceptance Testing, Program Management, Testing, Scrum, Test Cases, Project Management, Regression Testing
Education
City University of New York
B.S., Business
Globe Institute of Technology 1996 — 1997
Professional Certification, Computer Programming
Nassau Community College 1992 — 1994
A.A.S, Marketing
Deutsche Bank December 2014 - Present
Deutsche Bank January 2014 - November 2014
Bottomline Technologies June 2013 - January 2014
Morgan Stanley Smith Barney January 2010 - June 2013
Computer Technology Services, Inc. October 2007 - January 2009
UBS Financial Services, Inc. September 1998 - August 2007
AIG (American International Group) September 1997 - July 1998
Skills
Software Documentation, Quality Assurance, SDLC, User Acceptance Testing, Program Management, Testing, Scrum, Test Cases, Project Management, Regression Testing
Education
City University of New York
B.S., Business
Globe Institute of Technology 1996 — 1997
Professional Certification, Computer Programming
Nassau Community College 1992 — 1994
A.A.S, Marketing
Kinnary Bavishi's Morgan Stanley Smith Barney Experience March 2010 - April 2012
Job Computer Systems Manager at City of New York
Industry Information Technology and Services
Experience
City of New York August 2012 - Present
Morgan Stanley Smith Barney March 2010 - April 2012
Maryland Department of Health and Mental Hygiene February 2009 - February 2010
ToysRUs 2007 - December 2008
Tata Consultancy Services 2003 - 2008
ADCC Research & Computing Centre Ltd. 2002 - 2003
Skills
Databases, Production Support, IBM Mainframe, DB2 9.1, COBOL, Disaster Recovery, SQL Tuning, DB2, Data Modeling, PL/SQL, Performance Tuning, Data Migration, z/OS, Mainframe, Database Design, JCL, SDLC, SQL, Data Warehousing
Education
Nagpur University 1998 — 2002
B.E., Computer Technology
City of New York August 2012 - Present
Morgan Stanley Smith Barney March 2010 - April 2012
Maryland Department of Health and Mental Hygiene February 2009 - February 2010
ToysRUs 2007 - December 2008
Tata Consultancy Services 2003 - 2008
ADCC Research & Computing Centre Ltd. 2002 - 2003
Skills
Databases, Production Support, IBM Mainframe, DB2 9.1, COBOL, Disaster Recovery, SQL Tuning, DB2, Data Modeling, PL/SQL, Performance Tuning, Data Migration, z/OS, Mainframe, Database Design, JCL, SDLC, SQL, Data Warehousing
Education
Nagpur University 1998 — 2002
B.E., Computer Technology
Qamar Alam's Morgan Stanley Smith Barney Experience August 2010 - Present
Job Associate Software Developer Corporate Client Technologies at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney August 2010 - Present
D. E. Shaw & Co. June 2008 - February 2010
D. E. Shaw & Co. June 2006 - May 2008
D. E. Shaw & Co. January 2006 - May 2006
Skills
Spring, Requirements Gathering, Java Enterprise Edition, Core Java, Web Services
Education
National Institute of Technology Tiruchirappalli 2003 — 2006
M. C. A, Computer Applications
Morgan Stanley Smith Barney August 2010 - Present
D. E. Shaw & Co. June 2008 - February 2010
D. E. Shaw & Co. June 2006 - May 2008
D. E. Shaw & Co. January 2006 - May 2006
Skills
Spring, Requirements Gathering, Java Enterprise Edition, Core Java, Web Services
Education
National Institute of Technology Tiruchirappalli 2003 — 2006
M. C. A, Computer Applications
David Meehan's Morgan Stanley Smith Barney Experience August 2010 - July 2011
Job Senior Consultant, Advisory Services at Paragon
Industry Information Technology and Services
Experience
Paragon November 2012 - Present
Federal Reserve Bank of New York November 2011 - November 2012
CSC October 2006 - November 2012
Citi July 2011 - October 2011
Morgan Stanley Smith Barney August 2010 - July 2011
Everything Channel January 2010 - August 2010
ITT May 2009 - October 2009
Johnson and Johnson MD&D November 2008 - January 2009
Mizuho Corporate Bank February 2008 - November 2008
Mizuho Corporate Bank October 2007 - February 2008
Skills
Business Process, Business Analysis, Business Process..., Business Process..., Management Consulting, Strategy, Business Requirements, Business Transformation, Document Lifecycle..., Enterprise Content..., Document Capture, Workflow Management, Project Management, Voluntary Employee..., Cross-functional Team..., Group Insurance, Analysis, Life Insurance, IT Strategy, Program Management, Change Management, Business Process Design, Project Portfolio..., Management, Governance, Project Planning, Financial Services, Software Project..., SOA, IT Management, Project Delivery, Integration, PMO
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2006
BA, Economics
NJIT 1997 — 1999
Paragon November 2012 - Present
Federal Reserve Bank of New York November 2011 - November 2012
CSC October 2006 - November 2012
Citi July 2011 - October 2011
Morgan Stanley Smith Barney August 2010 - July 2011
Everything Channel January 2010 - August 2010
ITT May 2009 - October 2009
Johnson and Johnson MD&D November 2008 - January 2009
Mizuho Corporate Bank February 2008 - November 2008
Mizuho Corporate Bank October 2007 - February 2008
Skills
Business Process, Business Analysis, Business Process..., Business Process..., Management Consulting, Strategy, Business Requirements, Business Transformation, Document Lifecycle..., Enterprise Content..., Document Capture, Workflow Management, Project Management, Voluntary Employee..., Cross-functional Team..., Group Insurance, Analysis, Life Insurance, IT Strategy, Program Management, Change Management, Business Process Design, Project Portfolio..., Management, Governance, Project Planning, Financial Services, Software Project..., SOA, IT Management, Project Delivery, Integration, PMO
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2006
BA, Economics
NJIT 1997 — 1999
Carlton Epps, Jr.'s Morgan Stanley Smith Barney Experience March 1998 - September 2001
Job Regional Network Administrator at Oldcastle
Industry Information Technology and Services
Experience
Oldcastle January 2013 - Present
Oldcastle February 2012 - January 2013
Townes Davis & Associates June 2008 - February 2012
Dekalb County School December 2006 - May 2008
Centennial Advisors October 2004 - December 2006
American Express March 2003 - October 2004
Rosenfeld, Goldman & Ware October 2001 - March 2003
Morgan Stanley Smith Barney March 1998 - September 2001
Skills
Windows 7, Network Security, Active Directory, Troubleshooting, Mergers, Strategic Planning, Virtualization, Windows Server, Servers
Education
Morehouse College 1993 — 1998
Bachelor of Arts, Economics
Oldcastle January 2013 - Present
Oldcastle February 2012 - January 2013
Townes Davis & Associates June 2008 - February 2012
Dekalb County School December 2006 - May 2008
Centennial Advisors October 2004 - December 2006
American Express March 2003 - October 2004
Rosenfeld, Goldman & Ware October 2001 - March 2003
Morgan Stanley Smith Barney March 1998 - September 2001
Skills
Windows 7, Network Security, Active Directory, Troubleshooting, Mergers, Strategic Planning, Virtualization, Windows Server, Servers
Education
Morehouse College 1993 — 1998
Bachelor of Arts, Economics
Eugene Krupatkin's Morgan Stanley Smith Barney Experience October 1995 - February 1997
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2003 - Present
Merrill Lynch 2002 - 2003
Raven Technology 2001 - 2002
Credit Suisse October 1997 - February 2001
J.P. Morgan February 1997 - September 1997
Morgan Stanley Smith Barney October 1995 - February 1997
Skills
Entrprise Risk..., Complex Event Processing, Core Java, Enterprise Architecture, Enterprise Risk..., Trading Systems, Derivatives, Fixed Income, Sybase, Market Risk, Equities, Low Latency, Market Data, SOA, Risk Management, Investment Banking, Capital Markets, SDLC, Trading, Cloud Computing, Electronic Trading, Portfolio Management, Financial Services, Agile Methodologies, Financial Risk, RWA, CFTC, Basel III, Basel II, Credit Risk, Counterparty Risk, Prime Brokerage, FSA, CVA, CCP, VAR, Commodity, Credit Derivatives, Hedging, Equity Trading, Enterprise Software, Asset Managment, Options, Quantitative Finance, FX Options, Proprietary Trading, Swaps, Banking, Hedge Funds, CEP
Education
Московский Государственный Институт Электронной Техники (Технический Университет) (МИЭТ) 1987 — 1993
MS, Electronic Engineering, emphasis in VLSI CAD Systems
Credit Suisse July 2003 - Present
Merrill Lynch 2002 - 2003
Raven Technology 2001 - 2002
Credit Suisse October 1997 - February 2001
J.P. Morgan February 1997 - September 1997
Morgan Stanley Smith Barney October 1995 - February 1997
Skills
Entrprise Risk..., Complex Event Processing, Core Java, Enterprise Architecture, Enterprise Risk..., Trading Systems, Derivatives, Fixed Income, Sybase, Market Risk, Equities, Low Latency, Market Data, SOA, Risk Management, Investment Banking, Capital Markets, SDLC, Trading, Cloud Computing, Electronic Trading, Portfolio Management, Financial Services, Agile Methodologies, Financial Risk, RWA, CFTC, Basel III, Basel II, Credit Risk, Counterparty Risk, Prime Brokerage, FSA, CVA, CCP, VAR, Commodity, Credit Derivatives, Hedging, Equity Trading, Enterprise Software, Asset Managment, Options, Quantitative Finance, FX Options, Proprietary Trading, Swaps, Banking, Hedge Funds, CEP
Education
Московский Государственный Институт Электронной Техники (Технический Университет) (МИЭТ) 1987 — 1993
MS, Electronic Engineering, emphasis in VLSI CAD Systems
Michael Boulos, CFA, CAIA's Morgan Stanley Smith Barney Experience May 2006 - August 2009
Job Executive Director at JPMorgan Chase
Industry Investment Management
Experience
JPMorgan Chase September 2009 - Present
Morgan Stanley Smith Barney May 2006 - August 2009
W.P. Stewart September 2002 - April 2006
Skills
Fixed Income, Equities, Hedge Funds, Asset Managment, Alternative Investments, Mutual Funds, Series 7, Asset Management, Asset Allocation, Emerging Markets, Investments, Investment Research, Investment Management, Series 63, Bloomberg, Equity Research, Portfolio Management
Education
New York University 1997 — 2002
Bachelor's of Science, Neural Science, Economics, Psychology
Ms172
Way back
JPMorgan Chase September 2009 - Present
Morgan Stanley Smith Barney May 2006 - August 2009
W.P. Stewart September 2002 - April 2006
Skills
Fixed Income, Equities, Hedge Funds, Asset Managment, Alternative Investments, Mutual Funds, Series 7, Asset Management, Asset Allocation, Emerging Markets, Investments, Investment Research, Investment Management, Series 63, Bloomberg, Equity Research, Portfolio Management
Education
New York University 1997 — 2002
Bachelor's of Science, Neural Science, Economics, Psychology
Ms172
Way back
Lisa Salerno's Morgan Stanley Smith Barney Experience 1990 - 1991
Job Realtor at Hudson Place Realty
Industry Real Estate
Experience
Hudson Place Realty December 2002 - Present
MoneyLine Telerate March 2002 - November 2002
AFX News January 2000 - March 2002
WAVO Corporation May 1999 - November 2000
Dow Jones Telerate April 1995 - November 1998
Morgan Stanley Smith Barney 1990 - 1991
Skills
Investment Properties, Real Estate, Negotiation, Customer Service, Customer Relations, Direct Sales, Sales Process, Short Sales
Education
New York University
MA, Classics
St Dominic Academy
Hudson Place Realty December 2002 - Present
MoneyLine Telerate March 2002 - November 2002
AFX News January 2000 - March 2002
WAVO Corporation May 1999 - November 2000
Dow Jones Telerate April 1995 - November 1998
Morgan Stanley Smith Barney 1990 - 1991
Skills
Investment Properties, Real Estate, Negotiation, Customer Service, Customer Relations, Direct Sales, Sales Process, Short Sales
Education
New York University
MA, Classics
St Dominic Academy
Dawn Lomanto's Morgan Stanley Smith Barney Experience December 2005 - August 2010
Job Vice President Business Support Manager
Industry Financial Services
Experience
Bank of America March 2011 - Present
Citi July 2010 - March 2011
Morgan Stanley Smith Barney December 2005 - August 2010
TD Waterhouse March 2001 - July 2005
ADP January 1997 - March 2001
Skills
Finance, ITIL, Risk Management, Managerial Finance, Portfolio Management
Education
Montclair State University 1993 — 1997
bs, Business/Accoutning
Bank of America March 2011 - Present
Citi July 2010 - March 2011
Morgan Stanley Smith Barney December 2005 - August 2010
TD Waterhouse March 2001 - July 2005
ADP January 1997 - March 2001
Skills
Finance, ITIL, Risk Management, Managerial Finance, Portfolio Management
Education
Montclair State University 1993 — 1997
bs, Business/Accoutning
Sarah Patrick Morgese's Morgan Stanley Smith Barney Experience 2011 - 2011
Job Executive Assistant to the Vice President of Advancement and Alumni Engagement at Dominican University of California
Industry Nonprofit Organization Management
Experience
Dominican University of California 2012 - 2013
Berkshire International Film Festival 2011 - 2012
IS-183 Art School 2011 - 2012
Morgan Stanley Smith Barney 2011 - 2011
The American Repertory Theater 2011 - 2011
Museum of Fine Arts, Boston 2011 - 2011
Harmonium, Inc 2010 - 2010
GlobalHue 2009 - 2010
Picturehouse 2007 - 2008
Plum TV October 2006 - April 2007
Skills
Advertising, Creative Direction, Editing, Marketing, Event Planning, Grant Writing, Fundraising, Publicity, Promotions, Film Development, Team Management, Community Outreach, Nonprofits, Program Development, Film Production, Press Releases, Leadership, Management, Training, Budgets, Teaching, Social Networking
Education
New York University 2004 — 2008
BA, Cinema Studies, Philosophy, Psychology, Visual Arts
Milton Academy 2000 — 2004
High School Diploma
CITYterm at the Master's School 2003 — 2003
Dominican University of California 2012 - 2013
Berkshire International Film Festival 2011 - 2012
IS-183 Art School 2011 - 2012
Morgan Stanley Smith Barney 2011 - 2011
The American Repertory Theater 2011 - 2011
Museum of Fine Arts, Boston 2011 - 2011
Harmonium, Inc 2010 - 2010
GlobalHue 2009 - 2010
Picturehouse 2007 - 2008
Plum TV October 2006 - April 2007
Skills
Advertising, Creative Direction, Editing, Marketing, Event Planning, Grant Writing, Fundraising, Publicity, Promotions, Film Development, Team Management, Community Outreach, Nonprofits, Program Development, Film Production, Press Releases, Leadership, Management, Training, Budgets, Teaching, Social Networking
Education
New York University 2004 — 2008
BA, Cinema Studies, Philosophy, Psychology, Visual Arts
Milton Academy 2000 — 2004
High School Diploma
CITYterm at the Master's School 2003 — 2003
Subrahmanya Kattamuri's Morgan Stanley Smith Barney Experience June 2009 - May 2010
Job CCAR Testing Manager at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank March 2015 - Present
Santander Bank, N.A. (thru Argus Information and Advisory Services) March 2014 - March 2015
JPMorgan Chase March 2013 - February 2014
City University of New York February 2012 - March 2013
Bank of America May 2010 - February 2012
Morgan Stanley Smith Barney June 2009 - May 2010
Deutsche Bank March 2009 - June 2009
Equifax January 2008 - February 2009
ABN AMRO Bank N.V. September 2005 - January 2008
State Bank of India March 2004 - September 2005
Skills
SDLC, Program Management, Business Analysis, Pre-sales, Risk Management, Product Management, Data Management, Masking, Project Management, Service Delivery..., Test Management, Quality Assurance, Master Data Management, Enterprise Data, IT Infrastructure..., Senior Program..., Investment Banking, Core Banking, Retail Banking, Wealth Management, Data Warehousing, Data Analysis, Mainframe, Wholesale Banking, Basel II, Basel III, Dodd-Frank, AML, KYC, Regulations, Business Process..., Business Process..., Governance, Transition Management, Business Development, Project Delivery, CCAR, Data Center Relocation, BASEL, Data Migration, Data Analytics, Credit Risk, Operational Risk, Market Risk
Education
National Institute of Technology Calicut 2000 — 2002
Master of Technology, Mechanical Thermal Sciences
Symbiosis Institute of Business Management
MBA, Marketing
Deutsche Bank March 2015 - Present
Santander Bank, N.A. (thru Argus Information and Advisory Services) March 2014 - March 2015
JPMorgan Chase March 2013 - February 2014
City University of New York February 2012 - March 2013
Bank of America May 2010 - February 2012
Morgan Stanley Smith Barney June 2009 - May 2010
Deutsche Bank March 2009 - June 2009
Equifax January 2008 - February 2009
ABN AMRO Bank N.V. September 2005 - January 2008
State Bank of India March 2004 - September 2005
Skills
SDLC, Program Management, Business Analysis, Pre-sales, Risk Management, Product Management, Data Management, Masking, Project Management, Service Delivery..., Test Management, Quality Assurance, Master Data Management, Enterprise Data, IT Infrastructure..., Senior Program..., Investment Banking, Core Banking, Retail Banking, Wealth Management, Data Warehousing, Data Analysis, Mainframe, Wholesale Banking, Basel II, Basel III, Dodd-Frank, AML, KYC, Regulations, Business Process..., Business Process..., Governance, Transition Management, Business Development, Project Delivery, CCAR, Data Center Relocation, BASEL, Data Migration, Data Analytics, Credit Risk, Operational Risk, Market Risk
Education
National Institute of Technology Calicut 2000 — 2002
Master of Technology, Mechanical Thermal Sciences
Symbiosis Institute of Business Management
MBA, Marketing
Joseph Timem's Morgan Stanley Smith Barney Experience May 2010 - August 2012
Job Senior Vice President Technology Executive at Bank of America
Industry Banking
Experience
Bank of America August 2012 - Present
Morgan Stanley Smith Barney May 2010 - August 2012
HSBC May 2004 - May 2010
HSBC 2006 - 2010
Nuance Communications March 2001 - May 2004
Nuance Communications March 2001 - May 2004
COFINCH TRADING COMPANY, INC May 1996 - March 2000
Skills
CTI, Unified Communications, Software Development, Video Conferencing, ICM, VRU, IVR, Speech Recognition, SDLC, Avaya, Solution Architecture, Telephony, Call Center, Professional Services, Vendor Management
Education
NJIT 2008 — 2010
Master's degree, Management Information Systems, General
New Jersey Institute of Technology 2007 — 2009
Masters, Management - Information Systems
New Jersey Institute of Technology
Masters of Science, Management Information Systems
Bank of America August 2012 - Present
Morgan Stanley Smith Barney May 2010 - August 2012
HSBC May 2004 - May 2010
HSBC 2006 - 2010
Nuance Communications March 2001 - May 2004
Nuance Communications March 2001 - May 2004
COFINCH TRADING COMPANY, INC May 1996 - March 2000
Skills
CTI, Unified Communications, Software Development, Video Conferencing, ICM, VRU, IVR, Speech Recognition, SDLC, Avaya, Solution Architecture, Telephony, Call Center, Professional Services, Vendor Management
Education
NJIT 2008 — 2010
Master's degree, Management Information Systems, General
New Jersey Institute of Technology 2007 — 2009
Masters, Management - Information Systems
New Jersey Institute of Technology
Masters of Science, Management Information Systems
Edouardo N. Pietri, MBA's Morgan Stanley Smith Barney Experience February 2010 - Present
Job IT Project Manager
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2010 - Present
UBS June 2007 - June 2009
Citigroup July 2006 - July 2007
TVR Communications October 2002 - December 2005
Morgan Stanley July 1998 - August 2001
Swiss Re 1997 - 1998
Oppenheimer & Co. 1997 - 1997
Skills
Project Management, Market Data, Process Improvement, IT Infrastructure..., Marketing, Disaster Recovery, Vendor Relationship..., Business Analysis, SDLC, Team Building, Trading Systems, HIPAA
Education
New York Institute of Technology 1985 — 1989
Master of Business Administration (M.B.A.), Computer Science
New York Institute of Technology
Bachelor’s Degree, Computer Science
Morgan Stanley Smith Barney February 2010 - Present
UBS June 2007 - June 2009
Citigroup July 2006 - July 2007
TVR Communications October 2002 - December 2005
Morgan Stanley July 1998 - August 2001
Swiss Re 1997 - 1998
Oppenheimer & Co. 1997 - 1997
Skills
Project Management, Market Data, Process Improvement, IT Infrastructure..., Marketing, Disaster Recovery, Vendor Relationship..., Business Analysis, SDLC, Team Building, Trading Systems, HIPAA
Education
New York Institute of Technology 1985 — 1989
Master of Business Administration (M.B.A.), Computer Science
New York Institute of Technology
Bachelor’s Degree, Computer Science
Kristen Gardiner's Morgan Stanley Smith Barney Experience March 2012 - April 2013
Job English Teacher & Freelance Writer/Online Services & Marketing Consultant
Industry Online Media
Experience
Liberty High School September 2015 - Present
BASD / S.T.S. September 2009 - Present
BASD September 2008 - Present
Self / Freelance August 2006 - September 2014
Morgan Stanley Smith Barney March 2012 - April 2013
Marketing Partners, Inc. February 2009 - September 2009
Contractor April 2008 - February 2009
Weller Health Education Center July 2007 - August 2008
Easton Area SD August 2003 - July 2007
Lehigh University October 2001 - July 2003
Skills
Sales, Management, Social Media Marketing, Marketing Communications, Social Media, Nonprofits, Strategic Planning, Fundraising, Online Marketing, Email Marketing, Cold Calling, Event Planning, Public Relations, Advertising, Online Advertising, Lead Generation, Account Management, CRM, Social Networking, Marketing Strategy, Marketing, Facebook, Direct Marketing, Newsletters, Public Speaking, Media Relations, Press Releases, Copywriting, Market Planning, Integrated Marketing, Trade Shows, Team Building, Direct Mail, Blogging, Advertising Sales, Brand Development, Digital Marketing, Community Development, Website Development, SEO, Web Content, Media Planning, Research, Product Marketing, Corporate Communications, Leadership, Start-ups, Event Management, Strategic Communications, Internal Communications
Education
Moravian College 1993 — 1999
Bachelor of Arts (B.A.), Business/Corporate Communications
Moravian College
15 credits beyond B.A., Educational Evaluation and Research
Liberty High School September 2015 - Present
BASD / S.T.S. September 2009 - Present
BASD September 2008 - Present
Self / Freelance August 2006 - September 2014
Morgan Stanley Smith Barney March 2012 - April 2013
Marketing Partners, Inc. February 2009 - September 2009
Contractor April 2008 - February 2009
Weller Health Education Center July 2007 - August 2008
Easton Area SD August 2003 - July 2007
Lehigh University October 2001 - July 2003
Skills
Sales, Management, Social Media Marketing, Marketing Communications, Social Media, Nonprofits, Strategic Planning, Fundraising, Online Marketing, Email Marketing, Cold Calling, Event Planning, Public Relations, Advertising, Online Advertising, Lead Generation, Account Management, CRM, Social Networking, Marketing Strategy, Marketing, Facebook, Direct Marketing, Newsletters, Public Speaking, Media Relations, Press Releases, Copywriting, Market Planning, Integrated Marketing, Trade Shows, Team Building, Direct Mail, Blogging, Advertising Sales, Brand Development, Digital Marketing, Community Development, Website Development, SEO, Web Content, Media Planning, Research, Product Marketing, Corporate Communications, Leadership, Start-ups, Event Management, Strategic Communications, Internal Communications
Education
Moravian College 1993 — 1999
Bachelor of Arts (B.A.), Business/Corporate Communications
Moravian College
15 credits beyond B.A., Educational Evaluation and Research
Mark Kozyra's Morgan Stanley Smith Barney Experience January 2006 - Present
Job Implementation Data Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2006 - Present
SMITH BARNEY - CITIGROUP January 1998 - January 2006
Skills
Integration, SQL, Requirements Gathering, Access, User Acceptance Testing, Software Documentation, Testing, SDLC, Equities, Business Analysis, Requirements Analysis, Options, Software Project..., Analysis, Business Requirements, Asset Managment, Microsoft SQL Server, Pivot Tables, Restricted Stock, Employee Stock Options
Education
New York University 2004 — 2005
Certificate in Object Oriented Programming using Java
Pace University 1996 — 1998
Master of Science, Computer Science
TECHNICAL UNIVERSITY OF WARSAW 1981 — 1986
Bachelor of Science, Mechanical Engineering
Morgan Stanley Smith Barney January 2006 - Present
SMITH BARNEY - CITIGROUP January 1998 - January 2006
Skills
Integration, SQL, Requirements Gathering, Access, User Acceptance Testing, Software Documentation, Testing, SDLC, Equities, Business Analysis, Requirements Analysis, Options, Software Project..., Analysis, Business Requirements, Asset Managment, Microsoft SQL Server, Pivot Tables, Restricted Stock, Employee Stock Options
Education
New York University 2004 — 2005
Certificate in Object Oriented Programming using Java
Pace University 1996 — 1998
Master of Science, Computer Science
TECHNICAL UNIVERSITY OF WARSAW 1981 — 1986
Bachelor of Science, Mechanical Engineering
Arthur Branham's Morgan Stanley Smith Barney Experience June 2002 - Present
Job Experienced Trading Systems Developer and Architect
Industry Computer Software
Experience
Morgan Stanley Smith Barney June 2002 - Present
Morgan Stanley Dean Witter June 2002 - May 2011
Education
Stevens Institute of Technology 2008 — 2011
MS, Computer Science, 4.0
Montclair State University 2005 — 2006
N/A, Mathematics
Gettysburg College 2000 — 2004
BA, Computer Science, 3.91
Seton Hall Prep 1996 — 2000
Morgan Stanley Smith Barney June 2002 - Present
Morgan Stanley Dean Witter June 2002 - May 2011
Education
Stevens Institute of Technology 2008 — 2011
MS, Computer Science, 4.0
Montclair State University 2005 — 2006
N/A, Mathematics
Gettysburg College 2000 — 2004
BA, Computer Science, 3.91
Seton Hall Prep 1996 — 2000
Jean Rosenberg's Morgan Stanley Smith Barney Experience February 2010 - November 2010
Job Operations
Industry Financial Services
Experience
Macy's September 2011 - July 2014
Morgan Stanley Smith Barney February 2010 - November 2010
Morgan Stanley 2007 - 2009
Morgan Stanley 1992 - 2007
Skills
Program Management, Management, Training, Risk Management, Leadership, Securities, Retirement Planning, Operations Management, Strategic Planning, Employee Training, Coaching, Mutual Funds, Wealth Management, Banking, Human Resources, Financial Services, Series 7, Process Improvement, Customer Service, Sales
Education
Riverside-Brookfield High School 1964 — 1968
College/University Preparatory and Advanced High School/Secondary Diploma Program
Morningside College
Business
Macy's September 2011 - July 2014
Morgan Stanley Smith Barney February 2010 - November 2010
Morgan Stanley 2007 - 2009
Morgan Stanley 1992 - 2007
Skills
Program Management, Management, Training, Risk Management, Leadership, Securities, Retirement Planning, Operations Management, Strategic Planning, Employee Training, Coaching, Mutual Funds, Wealth Management, Banking, Human Resources, Financial Services, Series 7, Process Improvement, Customer Service, Sales
Education
Riverside-Brookfield High School 1964 — 1968
College/University Preparatory and Advanced High School/Secondary Diploma Program
Morningside College
Business
Wayne Melbourne's Morgan Stanley Smith Barney Experience 2007 - Present
Job Attorney at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2007 - Present
Jamaica Impact Inc. 2002 - Present
Akin Gump Strauss Hauer & Feld LLP 1999 - 2002
Education
New York Law School 1993 — 1996
JD
Morgan Stanley Smith Barney 2007 - Present
Jamaica Impact Inc. 2002 - Present
Akin Gump Strauss Hauer & Feld LLP 1999 - 2002
Education
New York Law School 1993 — 1996
JD
Bill Byford's Morgan Stanley Smith Barney Experience 1997 - 2003
Job Sr.Vice President at Carter Bain Wealth Management
Industry Financial Services
Experience
Carter Bain Wealth Management 2004 - Present
Morgan Stanley Smith Barney 1997 - 2003
American Cellular July 1994 - May 1997
US West Cellular/Verizon Wireless January 1991 - June 1994
Skills
Wealth Management, Series 7, Series 63, Series 65, Investment Advisory, Mutual Funds, New Business Development, Finance, Retirement, High Net Worth..., Marketing, Series 24, FINRA, Wealth Management..., ETFs, Investment Management, Financial Goals
Education
New Mexico State University
BA, Finance and Marketing
Carter Bain Wealth Management 2004 - Present
Morgan Stanley Smith Barney 1997 - 2003
American Cellular July 1994 - May 1997
US West Cellular/Verizon Wireless January 1991 - June 1994
Skills
Wealth Management, Series 7, Series 63, Series 65, Investment Advisory, Mutual Funds, New Business Development, Finance, Retirement, High Net Worth..., Marketing, Series 24, FINRA, Wealth Management..., ETFs, Investment Management, Financial Goals
Education
New Mexico State University
BA, Finance and Marketing
Bob Padlowski's Morgan Stanley Smith Barney Experience 1992 - 1993
Job Sr. System Automation Engineer at Skadden Arps
Industry Law Practice
Experience
Skadden, Arps, Slate Meagher & Flom 2003 - Present
Deutsche Bank 2000 - 2002
Hollyer Brady LLP January 2000 - June 2000
NYC Department of Education 1999 - 2000
Skadden Arps 1995 - 1999
Chemical Bank 1994 - 1995
Bankers Trust 1993 - 1994
AT&T 1993 - 1993
First Chicago Bank & Trust 1993 - 1993
Morgan Stanley Smith Barney 1992 - 1993
Skills
Software Development, Microsoft SQL Server, Business Analysis, Disaster Recovery, Unix, XML, ETL, Data Warehousing, Databases, C#, Perl, Data Center, Agile Methodologies, Business Process, Security, Project Management, Software Documentation, Sybase, Maestro, IBM Tivoli, Shell Scripting, Database Administration, System Administration, Systems Engineering, Securities, Trading Systems, Equity Trading, Control M, Troubleshooting, Enterprise Software, SharePoint, Oracle, IT Management, Integration, SDLC
Education
Seton Hall University
Master of Science (M.S.), Biochemistry
Stevens Institute of Technology
Mathematics and Computer Science
Rutgers University
Mathematics and Computer Science
New Jersey City University
Mathematics and Computer Science
Seton Hall University
Bachelor of Science (BS), Molecular Biology, Chemistry
Skadden, Arps, Slate Meagher & Flom 2003 - Present
Deutsche Bank 2000 - 2002
Hollyer Brady LLP January 2000 - June 2000
NYC Department of Education 1999 - 2000
Skadden Arps 1995 - 1999
Chemical Bank 1994 - 1995
Bankers Trust 1993 - 1994
AT&T 1993 - 1993
First Chicago Bank & Trust 1993 - 1993
Morgan Stanley Smith Barney 1992 - 1993
Skills
Software Development, Microsoft SQL Server, Business Analysis, Disaster Recovery, Unix, XML, ETL, Data Warehousing, Databases, C#, Perl, Data Center, Agile Methodologies, Business Process, Security, Project Management, Software Documentation, Sybase, Maestro, IBM Tivoli, Shell Scripting, Database Administration, System Administration, Systems Engineering, Securities, Trading Systems, Equity Trading, Control M, Troubleshooting, Enterprise Software, SharePoint, Oracle, IT Management, Integration, SDLC
Education
Seton Hall University
Master of Science (M.S.), Biochemistry
Stevens Institute of Technology
Mathematics and Computer Science
Rutgers University
Mathematics and Computer Science
New Jersey City University
Mathematics and Computer Science
Seton Hall University
Bachelor of Science (BS), Molecular Biology, Chemistry
Sonam Matani's Morgan Stanley Smith Barney Experience July 2011 - Present
Job Technology Business Analyst at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney July 2011 - Present
Morgan Stanley May 2010 - May 2011
Education
New York University 2009 — 2011
Masters, Information Systems
Morgan Stanley Smith Barney July 2011 - Present
Morgan Stanley May 2010 - May 2011
Education
New York University 2009 — 2011
Masters, Information Systems
Gina Vastola's Morgan Stanley Smith Barney Experience 2001 - 2008
Job Chyron Operator at Freelance
Industry Media Production
Experience
NBC Universal May 2000 - Present
Freelance May 2000 - Present
American Express 2008 - 2011
Morgan Stanley Smith Barney 2001 - 2008
CNBC August 1999 - August 2000
Skills
Broadcast, Television, Television Production, Video Production, Chyron, Live and breaking news., Financial news., Deko, Breaking News, Broadcast Television, Graphics, Video, Media Production, Digital Media, Avid, Entertainment
Education
Montclair State University 1996 — 1998
B.A., Speech and Theatre
Ocean County College 1994 — 1996
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
NBC Universal May 2000 - Present
Freelance May 2000 - Present
American Express 2008 - 2011
Morgan Stanley Smith Barney 2001 - 2008
CNBC August 1999 - August 2000
Skills
Broadcast, Television, Television Production, Video Production, Chyron, Live and breaking news., Financial news., Deko, Breaking News, Broadcast Television, Graphics, Video, Media Production, Digital Media, Avid, Entertainment
Education
Montclair State University 1996 — 1998
B.A., Speech and Theatre
Ocean County College 1994 — 1996
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
Mike Bialko's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job Investment Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2014 - Present
New York Life Insurance Company & NYLIFE Securities LLC May 2010 - March 2014
Hennion & Walsh June 2009 - January 2010
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Series 7, Wealth Management, Fixed Income, Investments, Mutual Funds, Retirement Planning, Asset Allocation, Bonds, Options, Finance, Financial Advisory, FINRA, Uniform Combined State..., Trading, Securities, Equities, IRAs, Financial Services, Asset Management, 401k
Education
Muhlenberg College 2005 — 2009
BA, Finance, Business Administration
Fidelity Investments March 2014 - Present
New York Life Insurance Company & NYLIFE Securities LLC May 2010 - March 2014
Hennion & Walsh June 2009 - January 2010
Morgan Stanley Smith Barney June 2008 - August 2008
Skills
Series 7, Wealth Management, Fixed Income, Investments, Mutual Funds, Retirement Planning, Asset Allocation, Bonds, Options, Finance, Financial Advisory, FINRA, Uniform Combined State..., Trading, Securities, Equities, IRAs, Financial Services, Asset Management, 401k
Education
Muhlenberg College 2005 — 2009
BA, Finance, Business Administration
James Genever's Morgan Stanley Smith Barney Experience 2010 - 2012
Job Project Manager at BNP Paribas
Industry Financial Services
Experience
BNP Paribas Project ManagerBNP Paribas2015 - Present
Citibank 2012 - 2014
Morgan Stanley Smith Barney 2010 - 2012
The Levin Institute April 2010 - August 2010
Lloyds Banking Group 2004 - 2010
Lloyds TSB Bank plc 2000 - 2004
Skills
Risk Management, Project Management, Data Governance, SDLC, Business Analysis, Banking, Analysis, PMO, Business Process, Data Warehousing, Change Management, Management, Financial Services, Capital Markets, Hedge Funds, Team Management, Agile Methodologies, Leadership, Governance
Education
New York University 2007 — 2009
MS, Management of Technology (Polytechnic Institute)
Victoria University of Wellington 1974 — 1977
BA, English, French, Education, History
BNP Paribas Project ManagerBNP Paribas2015 - Present
Citibank 2012 - 2014
Morgan Stanley Smith Barney 2010 - 2012
The Levin Institute April 2010 - August 2010
Lloyds Banking Group 2004 - 2010
Lloyds TSB Bank plc 2000 - 2004
Skills
Risk Management, Project Management, Data Governance, SDLC, Business Analysis, Banking, Analysis, PMO, Business Process, Data Warehousing, Change Management, Management, Financial Services, Capital Markets, Hedge Funds, Team Management, Agile Methodologies, Leadership, Governance
Education
New York University 2007 — 2009
MS, Management of Technology (Polytechnic Institute)
Victoria University of Wellington 1974 — 1977
BA, English, French, Education, History
Andy Apple's Morgan Stanley Smith Barney Experience October 2010 - August 2011
Job Middle Market Technology Banking at JPMorgan Chase & Co.
Industry Investment Banking
Experience
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase & Co. July 2013 - July 2015
New York University September 2009 - May 2013
JPMorgan Chase June 2012 - August 2012
Duff & Phelps June 2011 - August 2011
Morgan Stanley Smith Barney October 2010 - August 2011
Kirkland & Ellis LLP June 2008 - September 2008
Skills
Research, Economics, PowerPoint, Excel, Student Recruitment, Microsoft Excel, Public Speaking, Student Recruiting, Finance, Bloomberg Terminal, Management, Financial Modeling, Social Networking, Social Media, Microsoft Word
Education
New York University 2009 — 2013
Bachelor of Science (BS), Economics
Ramaz Upper School 2005 — 2009
JPMorgan Chase & Co. July 2015 - Present
JPMorgan Chase & Co. July 2013 - July 2015
New York University September 2009 - May 2013
JPMorgan Chase June 2012 - August 2012
Duff & Phelps June 2011 - August 2011
Morgan Stanley Smith Barney October 2010 - August 2011
Kirkland & Ellis LLP June 2008 - September 2008
Skills
Research, Economics, PowerPoint, Excel, Student Recruitment, Microsoft Excel, Public Speaking, Student Recruiting, Finance, Bloomberg Terminal, Management, Financial Modeling, Social Networking, Social Media, Microsoft Word
Education
New York University 2009 — 2013
Bachelor of Science (BS), Economics
Ramaz Upper School 2005 — 2009
Kane Crume's Morgan Stanley Smith Barney Experience March 2010 - March 2011
Job Internal wholesaler at AIG American General
Industry Financial Services
Experience
AIG-American General September 2013 - Present
AIG-Valic September 2012 - September 2013
Franklin Square Capital Partners April 2011 - June 2011
Morgan Stanley Smith Barney March 2010 - March 2011
Edward Jones April 2009 - January 2010
Self Employed September 2007 - March 2009
NFL January 2007 - September 2007
Skills
Asset Allocation, Customer Service, Finance, Financial Advisory, Insurance, Investment Advisory, Investments, Life Insurance, Marketing, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Series 63, Strategic Financial..., Wealth Management
Education
University of Rhode Island - College of Business Administration 2005 — 2006
Bachelor's, Marketing, Finance
New Mexico Military Institute 2002 — 2004
Associate's, Business
AIG-American General September 2013 - Present
AIG-Valic September 2012 - September 2013
Franklin Square Capital Partners April 2011 - June 2011
Morgan Stanley Smith Barney March 2010 - March 2011
Edward Jones April 2009 - January 2010
Self Employed September 2007 - March 2009
NFL January 2007 - September 2007
Skills
Asset Allocation, Customer Service, Finance, Financial Advisory, Insurance, Investment Advisory, Investments, Life Insurance, Marketing, Mutual Funds, Portfolio Management, Retirement, Retirement Planning, Series 63, Strategic Financial..., Wealth Management
Education
University of Rhode Island - College of Business Administration 2005 — 2006
Bachelor's, Marketing, Finance
New Mexico Military Institute 2002 — 2004
Associate's, Business
Debmalya Ghosh's Morgan Stanley Smith Barney Experience September 2010 - December 2013
Job Integration Engineer at Morgan Stanley Investment Management
Industry Computer Software
Experience
Morgan Stanley Investment Management February 2014 - Present
Morgan Stanley Smith Barney September 2010 - December 2013
UPS 2004 - 2010
Tata Infotech 1996 - 2003
Tata Infotech 1996 - 2003
Skills
Unix, SDLC, SQL, Agile Methodologies, Integration, Software Development, Requirements Analysis, SOA, XML, Java, Perl, Oracle, Microsoft SQL Server, Enterprise Architecture, Software Project..., Web Services, Java Enterprise Edition, C#, DB2, Linux
Education
Nagpur University
BE, Computer Science
Morgan Stanley Investment Management February 2014 - Present
Morgan Stanley Smith Barney September 2010 - December 2013
UPS 2004 - 2010
Tata Infotech 1996 - 2003
Tata Infotech 1996 - 2003
Skills
Unix, SDLC, SQL, Agile Methodologies, Integration, Software Development, Requirements Analysis, SOA, XML, Java, Perl, Oracle, Microsoft SQL Server, Enterprise Architecture, Software Project..., Web Services, Java Enterprise Edition, C#, DB2, Linux
Education
Nagpur University
BE, Computer Science
Shaeda Ahmadi's Morgan Stanley Smith Barney Experience September 2008 - May 2009
Job Scheduler at United States Senate
Industry Legislative Office
Experience
United States Senate July 2013 - Present
United States Senate December 2010 - Present
United States Senate July 2010 - December 2010
DC Government 2010 - 2010
Morgan Stanley Smith Barney September 2008 - May 2009
Skills
Public Policy, International Relations, Policy Analysis, Political Campaigns, Politics, Legislative Relations, Political Science, Government, Legislative Research
Education
New York University 2005 — 2009
Bachelor of Arts, Politics
United States Senate July 2013 - Present
United States Senate December 2010 - Present
United States Senate July 2010 - December 2010
DC Government 2010 - 2010
Morgan Stanley Smith Barney September 2008 - May 2009
Skills
Public Policy, International Relations, Policy Analysis, Political Campaigns, Politics, Legislative Relations, Political Science, Government, Legislative Research
Education
New York University 2005 — 2009
Bachelor of Arts, Politics
Elizabeth Jennings's Morgan Stanley Smith Barney Experience January 2010 - March 2011
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management March 2011 - Present
Morgan Stanley Smith Barney January 2010 - March 2011
Morgan Stanley Dean Witter December 2006 - January 2010
Skills
Separately Managed..., Series 7, Series 63, Fixed Income, Structured Products, Bonds, Wealth Management, Capital Markets, Equities, Swaps, Financial Services
Education
New York University 2004 — 2006
Masters, Finance
University of Rhode Island - College of Business Administration 1999 — 2003
Bachelor of Science, Business
Holy Child 1995 — 1999
Morgan Stanley Wealth Management March 2011 - Present
Morgan Stanley Smith Barney January 2010 - March 2011
Morgan Stanley Dean Witter December 2006 - January 2010
Skills
Separately Managed..., Series 7, Series 63, Fixed Income, Structured Products, Bonds, Wealth Management, Capital Markets, Equities, Swaps, Financial Services
Education
New York University 2004 — 2006
Masters, Finance
University of Rhode Island - College of Business Administration 1999 — 2003
Bachelor of Science, Business
Holy Child 1995 — 1999
R David Canaday's Morgan Stanley Smith Barney Experience January 2011 - Present
Job V,regional director,estate,business,insurance planning at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2011 - Present
Morgan Stanley Smith Barney January 1990 - Present
Morgan Stanley Smith Barney January 1990 - Present
Merrill Lynch January 1980 - January 1990
Merrill Lynch January 1980 - January 1990
Education
New Mexico Military Institute
The University of New Mexico
The American College
Morgan Stanley Smith Barney January 2011 - Present
Morgan Stanley Smith Barney January 1990 - Present
Morgan Stanley Smith Barney January 1990 - Present
Merrill Lynch January 1980 - January 1990
Merrill Lynch January 1980 - January 1990
Education
New Mexico Military Institute
The University of New Mexico
The American College
Samuel Gaussman's Morgan Stanley Smith Barney Experience 1997 - 2000
Job President at SG Advisory Services
Industry Financial Services
Experience
SG Advisory Services Managing DirectorUBS2007 - 2009
Merrill Lynch January 2001 - November 2005
New York Life Insurance Company 2000 - 2004
Morgan Stanley Smith Barney 1997 - 2000
Education
New York University
UCLA Anderson School of Management
University of Michigan Law School
SG Advisory Services Managing DirectorUBS2007 - 2009
Merrill Lynch January 2001 - November 2005
New York Life Insurance Company 2000 - 2004
Morgan Stanley Smith Barney 1997 - 2000
Education
New York University
UCLA Anderson School of Management
University of Michigan Law School
Sheilah Reycraft Schipani's Morgan Stanley Smith Barney Experience June 2009 - June 2010
Job Consultant at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management July 2012 - Present
Morgan Stanley Smith Barney June 2009 - June 2010
Citi August 2002 - May 2009
UBS July 1997 - August 2002
US Securities and Exchange Commission September 1993 - July 1997
Education
St. John's University School of Law 1990 — 1993
JD, Law
Convent of the Sacred Heart
New York University
BA, Social Sciences-Economic Theory
New York University
AAS, Medical Assisting
TD Wealth Management July 2012 - Present
Morgan Stanley Smith Barney June 2009 - June 2010
Citi August 2002 - May 2009
UBS July 1997 - August 2002
US Securities and Exchange Commission September 1993 - July 1997
Education
St. John's University School of Law 1990 — 1993
JD, Law
Convent of the Sacred Heart
New York University
BA, Social Sciences-Economic Theory
New York University
AAS, Medical Assisting
Matthew Coduti's Morgan Stanley Smith Barney Experience 2007 - 2007
Job ArcelorMittal
Industry Mining & Metals
Experience
ArcelorMittal 2012 - Present
ArcelorMittal 2012 - 2012
SMS Assist, LLC 2011 - 2012
Kojen (科見美語) 2009 - 2011
Morgan Stanley Smith Barney 2007 - 2007
Education
Purdue University - Krannert School of Management 2005 — 2009
Bachelor's Degree, Business Administration, Economics, 3.64 / 4.0
National Chengchi University 2008 — 2008
Indiana University Honors Program in Foreign Languages 2003 — 2003
munster
ArcelorMittal 2012 - Present
ArcelorMittal 2012 - 2012
SMS Assist, LLC 2011 - 2012
Kojen (科見美語) 2009 - 2011
Morgan Stanley Smith Barney 2007 - 2007
Education
Purdue University - Krannert School of Management 2005 — 2009
Bachelor's Degree, Business Administration, Economics, 3.64 / 4.0
National Chengchi University 2008 — 2008
Indiana University Honors Program in Foreign Languages 2003 — 2003
munster
Salvatore Tardi's Morgan Stanley Smith Barney Experience November 2011 - April 2014
Job Director of Business Development, Palo Alto Corporate Services
Industry Financial Services
Experience
Morgan Stanley April 2014 - Present
Morgan Stanley Smith Barney November 2011 - April 2014
Morgan Stanley Smith Barney July 2010 - November 2011
Morgan Stanley Smith Barney August 2001 - July 2010
Smith Barney August 1998 - August 2001
Smith Barney July 1988 - August 1998
Education
New York University
Bachelor of Science, Business Management
Morgan Stanley April 2014 - Present
Morgan Stanley Smith Barney November 2011 - April 2014
Morgan Stanley Smith Barney July 2010 - November 2011
Morgan Stanley Smith Barney August 2001 - July 2010
Smith Barney August 1998 - August 2001
Smith Barney July 1988 - August 1998
Education
New York University
Bachelor of Science, Business Management
Allana Morawski's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Assistant at Folger Hill Asset Management
Industry Financial Services
Experience
Folger Hill Asset Management March 2015 - Present
Horizon Media January 2014 - March 2015
New York Observer September 2013 - December 2013
NY WHITAKER INC July 2013 - September 2013
Population Services International May 2012 - October 2012
Office of Congressman Christopher Murphy October 2011 - May 2012
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Social Media, Facebook, Marketing Communications, Event Management, Corporate Communications, Press Releases, Spanish, Marketing, Direct Marketing, Non-profits, Media Planning, Event Based Marketing, Advertising, Sales, Digital Marketing, Strategic Communications, Social Media Marketing, Social Networking, PowerPoint, Event Planning
Education
Southern Methodist University 2008 — 2011
Bachelor of Arts, International Studies
New York University
Marketing, Events and Entertainment Marketing
Oxford University 2010 — 2010
International Diplomacy, Literature
Villanova University 2007 — 2008
International Affairs
Farmington High School 2003 — 2007
Folger Hill Asset Management March 2015 - Present
Horizon Media January 2014 - March 2015
New York Observer September 2013 - December 2013
NY WHITAKER INC July 2013 - September 2013
Population Services International May 2012 - October 2012
Office of Congressman Christopher Murphy October 2011 - May 2012
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Social Media, Facebook, Marketing Communications, Event Management, Corporate Communications, Press Releases, Spanish, Marketing, Direct Marketing, Non-profits, Media Planning, Event Based Marketing, Advertising, Sales, Digital Marketing, Strategic Communications, Social Media Marketing, Social Networking, PowerPoint, Event Planning
Education
Southern Methodist University 2008 — 2011
Bachelor of Arts, International Studies
New York University
Marketing, Events and Entertainment Marketing
Oxford University 2010 — 2010
International Diplomacy, Literature
Villanova University 2007 — 2008
International Affairs
Farmington High School 2003 — 2007
Susan A Knight's Morgan Stanley Smith Barney Experience August 1984 - Present
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 1984 - Present
Morgan Stanley Smith Barney August 1984 - Present
Skills
Series 7, Series 63, Series 9 and 10
Education
Nassau Community College 1985 — 1988
Associates Degree, Business Management
Morgan Stanley August 1984 - Present
Morgan Stanley Smith Barney August 1984 - Present
Skills
Series 7, Series 63, Series 9 and 10
Education
Nassau Community College 1985 — 1988
Associates Degree, Business Management
Joseph J. Saya's Morgan Stanley Smith Barney Experience February 2000 - October 2010
Job Owner/Managing Partner at The Sedgwick Group
Industry Financial Services
Experience
The Sedgwick Group November 2010 - Present
Joseph J. Saya Real Estate June 1988 - Present
Morgan Stanley Smith Barney February 2000 - October 2010
Education
Nazareth College of Rochester 1986 — 1988
Business Administration
Rochester Institute of Technology 1984 — 1986
Business Administration
The Sedgwick Group November 2010 - Present
Joseph J. Saya Real Estate June 1988 - Present
Morgan Stanley Smith Barney February 2000 - October 2010
Education
Nazareth College of Rochester 1986 — 1988
Business Administration
Rochester Institute of Technology 1984 — 1986
Business Administration
Edward Kaiser's Morgan Stanley Smith Barney Experience April 2009 - January 2012
Job .Net Developer at Mitsui Sumitomo Insurance Group
Industry Financial Services
Experience
Mitsui Sumitomo Insurance Group June 2013 - Present
The Zitter Group April 2012 - November 2012
Morgan Stanley Smith Barney April 2009 - January 2012
Citigroup - Smith Barney 2000 - 2009
Schroders February 1992 - April 2000
CIGNA September 1988 - February 1992
Skills
Visual Studio, C#, ASP.NET, Visual Basic, SQL, Excel, Word, JavaScript, jQuery, HTML, MS Project, Change Synergy, Telerik, SDLC, Systems Analysis, Business Analysis, Microsoft Excel, .NET, Databases, Software Development, Integration
Education
NYU 1987 — 1988
Diploma in Computer Technology, Computer Programming
SUNY Cortland 1973 — 1977
Bachelor of Arts, English
Mitsui Sumitomo Insurance Group June 2013 - Present
The Zitter Group April 2012 - November 2012
Morgan Stanley Smith Barney April 2009 - January 2012
Citigroup - Smith Barney 2000 - 2009
Schroders February 1992 - April 2000
CIGNA September 1988 - February 1992
Skills
Visual Studio, C#, ASP.NET, Visual Basic, SQL, Excel, Word, JavaScript, jQuery, HTML, MS Project, Change Synergy, Telerik, SDLC, Systems Analysis, Business Analysis, Microsoft Excel, .NET, Databases, Software Development, Integration
Education
NYU 1987 — 1988
Diploma in Computer Technology, Computer Programming
SUNY Cortland 1973 — 1977
Bachelor of Arts, English
Maylita Walker's Morgan Stanley Smith Barney Experience December 2009 - February 2010
Job Business Banking Officer at Citi
Industry Financial Services
Experience
Citi March 2011 - Present
Morgan Stanley Smith Barney December 2009 - February 2010
Wells Fargo June 2006 - February 2009
Education
National University 1999 — 2003
Masters in Business Administration, Financial Management
San Diego State University-California State University 1990 — 1996
Batchelors of Science, Physical Education
Citi March 2011 - Present
Morgan Stanley Smith Barney December 2009 - February 2010
Wells Fargo June 2006 - February 2009
Education
National University 1999 — 2003
Masters in Business Administration, Financial Management
San Diego State University-California State University 1990 — 1996
Batchelors of Science, Physical Education
michael kostecki's Morgan Stanley Smith Barney Experience June 2009 - Present
Job SVP at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Education
Montclair State University 1983 — 1987
Morgan Stanley Smith Barney June 2009 - Present
Education
Montclair State University 1983 — 1987
Tom Srachta's Morgan Stanley Smith Barney Experience June 2003 - Present
Job Wealth Manager, Portfolio Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2003 - Present
Skills
Pilot - Multi, SE,...
Education
Northern Illinois University 1969 — 1971
Bachelor of Science (BS), Business/Managerial Economics
Morton College 1965 — 1967
Associate of Arts (A.A.), Business Administration and Management, General
Morgan Stanley Smith Barney June 2003 - Present
Skills
Pilot - Multi, SE,...
Education
Northern Illinois University 1969 — 1971
Bachelor of Science (BS), Business/Managerial Economics
Morton College 1965 — 1967
Associate of Arts (A.A.), Business Administration and Management, General
Mary Lou Tornabe's Morgan Stanley Smith Barney Experience 1995 - 2012
Job Executive Assistant
Industry Financial Services
Experience
EY November 2013 - Present
Morgan Stanley Smith Barney 1995 - 2012
Education
New Jersey City University 1978 — 1983
Bachelor's degree, Business Administration and Management, General
Dickinson High School
EY November 2013 - Present
Morgan Stanley Smith Barney 1995 - 2012
Education
New Jersey City University 1978 — 1983
Bachelor's degree, Business Administration and Management, General
Dickinson High School
Edward Kraus's Morgan Stanley Smith Barney Experience 2006 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2006 - 2012
Prudential Financial July 2005 - October 2006
UBS August 1999 - February 2004
Skills
12 years experience in...
Education
New Jersey City University 2001 — 2002
University of Delaware 1993 — 1995
Morgan Stanley Smith Barney 2006 - 2012
Prudential Financial July 2005 - October 2006
UBS August 1999 - February 2004
Skills
12 years experience in...
Education
New Jersey City University 2001 — 2002
University of Delaware 1993 — 1995
Robbin Hicks's Morgan Stanley Smith Barney Experience Broker AssociatePrudential FinancialApril 1992 - January 2005
Job Service associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney Broker AssociatePrudential FinancialApril 1992 - January 2005
Education
New York Institute of Technology-Old Westbury 1979 — 1983
Bachelor of Arts (B.A.), Communication Arts
Brooklyn Technical high School 1975 — 1979
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Morgan Stanley Smith Barney Broker AssociatePrudential FinancialApril 1992 - January 2005
Education
New York Institute of Technology-Old Westbury 1979 — 1983
Bachelor of Arts (B.A.), Communication Arts
Brooklyn Technical high School 1975 — 1979
High School Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.