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
Larry Schwimmer - Sr. Business Development Mgr Larry Schwimmer - Sr. Business Development Mgr's Morgan Stanley Smith Barney Experience January 1985 - August 2004
Job Producing Results: selling Consulting, Financial, Accounting, M&A, Technology & Media services
Industry Financial Services
Experience
S & A Consulting Services 2012 - Present
Generational Equity, LLC. January 2008 - June 2011
McGladrey Capital Markets LLC January 2004 - January 2008
Morgan Stanley Smith Barney January 1985 - August 2004
Skills
Start-ups, Marketing, Business Valuation, Business Development, Strategic Planning, Due Diligence, Corporate Development, Finance, Investments, Investment Banking, Venture Capital, Financial Modeling, Private Equity, Mergers, Corporate Finance, Real Estate, Business Planning, Executive Management, Strategy, Mergers & Acquisitions, Entrepreneurship, Valuation, Negotiation, Management, Analysis, Selling, Financial Analysis, Small Business, Sales Management, Sales, Management Consulting, Business Strategy, Competitive Analysis, Consulting, Strategic Partnerships, New Business Development, M&A experience, Acquisitions, Equities, Portfolio Management, Financial Services, Strategic Financial..., Restructuring, Risk Management, Lead Generation, Strategic Consulting, Capital Markets, Alternative Investments, Hedge Funds
Education
Northern Illinois University
Bachelor's degree, Marketing
Northern Illinois University
MBA Graduate Studies, Marketing
S & A Consulting Services 2012 - Present
Generational Equity, LLC. January 2008 - June 2011
McGladrey Capital Markets LLC January 2004 - January 2008
Morgan Stanley Smith Barney January 1985 - August 2004
Skills
Start-ups, Marketing, Business Valuation, Business Development, Strategic Planning, Due Diligence, Corporate Development, Finance, Investments, Investment Banking, Venture Capital, Financial Modeling, Private Equity, Mergers, Corporate Finance, Real Estate, Business Planning, Executive Management, Strategy, Mergers & Acquisitions, Entrepreneurship, Valuation, Negotiation, Management, Analysis, Selling, Financial Analysis, Small Business, Sales Management, Sales, Management Consulting, Business Strategy, Competitive Analysis, Consulting, Strategic Partnerships, New Business Development, M&A experience, Acquisitions, Equities, Portfolio Management, Financial Services, Strategic Financial..., Restructuring, Risk Management, Lead Generation, Strategic Consulting, Capital Markets, Alternative Investments, Hedge Funds
Education
Northern Illinois University
Bachelor's degree, Marketing
Northern Illinois University
MBA Graduate Studies, Marketing
David Aarvig David Aarvig's Morgan Stanley Smith Barney Experience November 2007 - September 2014
Job President at Armored Investment Solutions
Industry Financial Services
Experience
Armored Investment Strategies September 2014 - Present
Morgan Stanley Smith Barney November 2007 - September 2014
Merrill Lynch May 1999 - November 2007
Olde June 1995 - May 1999
Education
North Central College 1991 — 1995
Armored Investment Strategies September 2014 - Present
Morgan Stanley Smith Barney November 2007 - September 2014
Merrill Lynch May 1999 - November 2007
Olde June 1995 - May 1999
Education
North Central College 1991 — 1995
Ron Perry Ron Perry's Morgan Stanley Smith Barney Experience March 1989 - June 2003
Job Senior Vice President Financial Advisor at UBS
Industry Financial Services
Experience
Wells Fargo Advisors March 2003 - August 2011
Morgan Stanley-Smith Barney March 1989 - June 2003
Langley Federal Credit Union 1988 - March 1989
Coastal Federal Credit Union 1982 - 1988
Skills
Retirement Planning, Estate Planning, Finance, Investments, Portfolio Management, Financial Advisory, Asset Management, Mutual Funds, Wealth Management
Education
Wake Technical Community College 1973 — 1975
Associate of Arts and Sciences (AAS), Accounting
North Carolina State University 1971 — 1973
Political Science and Government
Wells Fargo Advisors March 2003 - August 2011
Morgan Stanley-Smith Barney March 1989 - June 2003
Langley Federal Credit Union 1988 - March 1989
Coastal Federal Credit Union 1982 - 1988
Skills
Retirement Planning, Estate Planning, Finance, Investments, Portfolio Management, Financial Advisory, Asset Management, Mutual Funds, Wealth Management
Education
Wake Technical Community College 1973 — 1975
Associate of Arts and Sciences (AAS), Accounting
North Carolina State University 1971 — 1973
Political Science and Government
Jason Lindley, CFP® Jason Lindley, CFP®'s Morgan Stanley Smith Barney Experience November 2007 - September 2010
Job Ultra High Net Worth Relationship Administrator at Vanguard
Industry Financial Services
Experience
Vanguard November 2013 - Present
Vanguard September 2010 - November 2013
Morgan Stanley Smith Barney November 2007 - September 2010
Merrill Lynch December 2004 - August 2007
Investment Planning and Management, LLC August 2004 - December 2004
Branch Banking and Trust Co July 2002 - May 2004
Branch Banking and Trust Co January 2002 - July 2002
Skills
Series 7, Retirement Planning, Certified Financial..., Strategic Financial..., Series 63, Investments, Wealth Management, Mutual Funds, Portfolio Management, Investment Strategies, Retirement, Asset Allocation, Estate Planning, Asset Managment, Financial Analysis, Risk Management, Investment Advisory, Securities, Investment Management, Relationship Management, High Net Worth...
Education
North Carolina State University 1997 — 2001
B.S, Business Management; Finance
Vanguard November 2013 - Present
Vanguard September 2010 - November 2013
Morgan Stanley Smith Barney November 2007 - September 2010
Merrill Lynch December 2004 - August 2007
Investment Planning and Management, LLC August 2004 - December 2004
Branch Banking and Trust Co July 2002 - May 2004
Branch Banking and Trust Co January 2002 - July 2002
Skills
Series 7, Retirement Planning, Certified Financial..., Strategic Financial..., Series 63, Investments, Wealth Management, Mutual Funds, Portfolio Management, Investment Strategies, Retirement, Asset Allocation, Estate Planning, Asset Managment, Financial Analysis, Risk Management, Investment Advisory, Securities, Investment Management, Relationship Management, High Net Worth...
Education
North Carolina State University 1997 — 2001
B.S, Business Management; Finance
Marc Geffen's Morgan Stanley Smith Barney Experience June 2008 - April 2009
Job Associate Director, Face US
Industry Market Research
Experience
FACE Group April 2014 - Present
360i June 2010 - April 2014
Time Warner Inc. April 2009 - March 2010
Draftfcb June 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - April 2009
Skills
Digital Marketing, Social Media Marketing, Digital Strategy, Social Media, Online Advertising, Marketing Strategy, Digital Media, Marketing, Customer Insight, Analytics, Advertising, Market Research, Marketing Research, Social Networking, Mobile Marketing, SEM
Education
New York University 2006 — 2010
BS, Marketing
New York University - Leonard N. Stern School of Business 2006 — 2010
Bachelor of Science, Marketing - Entertainment, Media & Technology
Radnor High School
Radnor High School
FACE Group April 2014 - Present
360i June 2010 - April 2014
Time Warner Inc. April 2009 - March 2010
Draftfcb June 2009 - August 2009
Morgan Stanley Smith Barney June 2008 - April 2009
Skills
Digital Marketing, Social Media Marketing, Digital Strategy, Social Media, Online Advertising, Marketing Strategy, Digital Media, Marketing, Customer Insight, Analytics, Advertising, Market Research, Marketing Research, Social Networking, Mobile Marketing, SEM
Education
New York University 2006 — 2010
BS, Marketing
New York University - Leonard N. Stern School of Business 2006 — 2010
Bachelor of Science, Marketing - Entertainment, Media & Technology
Radnor High School
Radnor High School
Tobia Martens Tobia Martens's Morgan Stanley Smith Barney Experience September 2011 - December 2011
Job Predictive Analytics Student
Industry Marketing and Advertising
Experience
Sungevity April 2015 - August 2015
Wells Fargo April 2014 - April 2015
CamelBak November 2012 - April 2014
Morgan Stanley Smith Barney September 2011 - December 2011
FERAL: Foundation for Ecological Research and Learning July 2011 - August 2011
Outside Labs July 2008 - August 2010
Skills
Social Networking, Social Media, Research, Team Leadership, Microsoft Office, Leadership, Event Planning, Market Research, Customer Service, Strategy, Inventory Management, CRM, Cold Calling, Marketing, Outlook, Oracle, Content Marketing, R, Lead Generation, Outside Sales, Microsoft Excel, Management, Social Media Marketing, PowerPoint
Education
Northwestern University
Master of Science (MSc), Predictive Analytics, GPA to date: 4.0
UCLA
Bachelor of Arts (B.A.), Political Science and Government
Mira Costa High School
High School Diploma
Sungevity April 2015 - August 2015
Wells Fargo April 2014 - April 2015
CamelBak November 2012 - April 2014
Morgan Stanley Smith Barney September 2011 - December 2011
FERAL: Foundation for Ecological Research and Learning July 2011 - August 2011
Outside Labs July 2008 - August 2010
Skills
Social Networking, Social Media, Research, Team Leadership, Microsoft Office, Leadership, Event Planning, Market Research, Customer Service, Strategy, Inventory Management, CRM, Cold Calling, Marketing, Outlook, Oracle, Content Marketing, R, Lead Generation, Outside Sales, Microsoft Excel, Management, Social Media Marketing, PowerPoint
Education
Northwestern University
Master of Science (MSc), Predictive Analytics, GPA to date: 4.0
UCLA
Bachelor of Arts (B.A.), Political Science and Government
Mira Costa High School
High School Diploma
Joe Lan's Morgan Stanley Smith Barney Experience November 2009 - October 2010
Job MBA Candidate at the University of Michigan Stephen M. Ross School of Business
Industry Management Consulting
Experience
University of Michigan August 2014 - Present
Roland Berger Strategy Consultants June 2015 - August 2015
Woodward, Inc. March 2015 - May 2015
American Association of Individual Investors January 2013 - June 2014
American Association of Individual Investors September 2010 - December 2012
Morgan Stanley Smith Barney November 2009 - October 2010
Morgan Stanley September 2008 - November 2009
Skills
Portfolio Management, Valuation, Investments, Capital Markets, Asset Allocation, Financial Analysis, Financial Modeling, Finance, Competitive Analysis, Financial Statement..., Strategic Financial..., Retirement Planning, Due Diligence, Analysis, Financial Risk, Economics, Financial Planning, Management, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategy & Finance
Keller Graduate School of Management 2008 — 2009
Master of Science (M.S.), Accounting and Financial Management
Northeastern Illinois University 2004 — 2008
Bachelor of Science (B.S.), Finance
University of Michigan August 2014 - Present
Roland Berger Strategy Consultants June 2015 - August 2015
Woodward, Inc. March 2015 - May 2015
American Association of Individual Investors January 2013 - June 2014
American Association of Individual Investors September 2010 - December 2012
Morgan Stanley Smith Barney November 2009 - October 2010
Morgan Stanley September 2008 - November 2009
Skills
Portfolio Management, Valuation, Investments, Capital Markets, Asset Allocation, Financial Analysis, Financial Modeling, Finance, Competitive Analysis, Financial Statement..., Strategic Financial..., Retirement Planning, Due Diligence, Analysis, Financial Risk, Economics, Financial Planning, Management, Data Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Strategy & Finance
Keller Graduate School of Management 2008 — 2009
Master of Science (M.S.), Accounting and Financial Management
Northeastern Illinois University 2004 — 2008
Bachelor of Science (B.S.), Finance
Albert Hong Albert Hong's Morgan Stanley Smith Barney Experience February 2009 - July 2010
Job Strategy Analyst at Accenture
Industry Financial Services
Experience
Accenture September 2014 - Present
Insight to Action July 2013 - September 2013
Goldman Sachs June 2012 - August 2012
Kellogg School of Management October 2010 - September 2011
Morgan Stanley Smith Barney February 2009 - July 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Stata, Economics, Research, Social Media, Financial Modeling, Statistics
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Mathematical Methods in the Social Sciences
Accenture September 2014 - Present
Insight to Action July 2013 - September 2013
Goldman Sachs June 2012 - August 2012
Kellogg School of Management October 2010 - September 2011
Morgan Stanley Smith Barney February 2009 - July 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Data Analysis, Stata, Economics, Research, Social Media, Financial Modeling, Statistics
Education
Northwestern University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Mathematical Methods in the Social Sciences
zake morgan zake morgan's Morgan Stanley Smith Barney Experience February 2011 - July 2011
Job Student at New York University
Industry Restaurants
Experience
Fundación Sagrada Familia September 2013 - Present
Tuscany La Costa May 2013 - August 2013
Mighty Quinn's Barbeque January 2013 - May 2013
Morgan Stanley Smith Barney February 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C
Education
New York University 2011 — 2015
San Dieguito Academy 2007 — 2011
Fundación Sagrada Familia September 2013 - Present
Tuscany La Costa May 2013 - August 2013
Mighty Quinn's Barbeque January 2013 - May 2013
Morgan Stanley Smith Barney February 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, C++, English, Java, HTML, C
Education
New York University 2011 — 2015
San Dieguito Academy 2007 — 2011
Jerry Goldsmith's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Student at New York University School of Law
Industry Law Practice
Experience
New York University September 2014 - Present
Bilzin Sumberg June 2014 - August 2014
Bernstein Litowitz Berger & Grossmann LLP June 2013 - August 2013
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Legal Writing, Westlaw, Legal Research, PowerPoint, Microsoft Office, Trials, Civil Litigation, Corporate Law, Microsoft Word, Commercial Litigation, Lexis, Courts, Litigation, Motivational Speaking
Education
New York University School of Law 2012 — 2015
Doctor of Law (J.D.), Law
University of Florida 2008 — 2012
B.S., Finance
New York University September 2014 - Present
Bilzin Sumberg June 2014 - August 2014
Bernstein Litowitz Berger & Grossmann LLP June 2013 - August 2013
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Legal Writing, Westlaw, Legal Research, PowerPoint, Microsoft Office, Trials, Civil Litigation, Corporate Law, Microsoft Word, Commercial Litigation, Lexis, Courts, Litigation, Motivational Speaking
Education
New York University School of Law 2012 — 2015
Doctor of Law (J.D.), Law
University of Florida 2008 — 2012
B.S., Finance
Timothy Hughes Timothy Hughes's Morgan Stanley Smith Barney Experience 1994 - 1999
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
UBS Financial Services, Inc. July 2008 - May 2015
Merrill Lynch 2002 - 2008
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1999 - 2002
Morgan Stanley Smith Barney 1994 - 1999
Education
Northern Arizona University, College of Business Administration 1989 — 2004
BSBA, Finance, Minor in Environmental Science
Horizon High School 1984 — 1989
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
UBS Financial Services, Inc. July 2008 - May 2015
Merrill Lynch 2002 - 2008
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) 1999 - 2002
Morgan Stanley Smith Barney 1994 - 1999
Education
Northern Arizona University, College of Business Administration 1989 — 2004
BSBA, Finance, Minor in Environmental Science
Horizon High School 1984 — 1989
HS Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program
Bryan J. Fong's Morgan Stanley Smith Barney Experience September 2003 - January 2004
Job Sr. Equity Research Analyst at Value Line
Industry Financial Services
Experience
Value Line December 2006 - Present
Oppenheimer & Co. 2005 - 2006
Global FX Llc. 2005 - 2006
Morgan Stanley Smith Barney September 2003 - January 2004
Skills
Equity Research, Equities, Financial Modeling, Valuation, Equity Valuation, Finance, Derivatives, Trading, Capital Markets, Financial Markets, Asset Managment, Financial Analysis, Asset Management, Alternative Investments, Analysis, Securities, Financial Statement...
Education
Northeastern University 2001 — 2005
BABS, Finance
Saugerties High
Value Line December 2006 - Present
Oppenheimer & Co. 2005 - 2006
Global FX Llc. 2005 - 2006
Morgan Stanley Smith Barney September 2003 - January 2004
Skills
Equity Research, Equities, Financial Modeling, Valuation, Equity Valuation, Finance, Derivatives, Trading, Capital Markets, Financial Markets, Asset Managment, Financial Analysis, Asset Management, Alternative Investments, Analysis, Securities, Financial Statement...
Education
Northeastern University 2001 — 2005
BABS, Finance
Saugerties High
Ron Grainger's Morgan Stanley Smith Barney Experience 2012 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase September 2009 - March 2012
Morgan Stanley Smith Barney 2012 - 2012
Skills
Customer Service
Education
Northern Kentucky University 1984 — 1987
Bishop Brossart High School 1978 — 1981
Diploma
Bishop Brossart High School
JPMorgan Chase September 2009 - March 2012
Morgan Stanley Smith Barney 2012 - 2012
Skills
Customer Service
Education
Northern Kentucky University 1984 — 1987
Bishop Brossart High School 1978 — 1981
Diploma
Bishop Brossart High School
Bill Gavaris Bill Gavaris's Morgan Stanley Smith Barney Experience June 2008 - June 2012
Job Vice President Business Architect at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2012 - Present
Morgan Stanley Smith Barney June 2008 - June 2012
Morgan Stanley 2008 - 2011
Lehman Brothers 2002 - 2008
Skills
Equities, Derivatives, Fixed Income, Business Analysis, Capital Markets, Equity Derivatives, Investment Banking, Electronic Trading, Bloomberg, Credit Derivatives
Education
New York University
Deutsche Bank June 2012 - Present
Morgan Stanley Smith Barney June 2008 - June 2012
Morgan Stanley 2008 - 2011
Lehman Brothers 2002 - 2008
Skills
Equities, Derivatives, Fixed Income, Business Analysis, Capital Markets, Equity Derivatives, Investment Banking, Electronic Trading, Bloomberg, Credit Derivatives
Education
New York University
John Schwalbach John Schwalbach's Morgan Stanley Smith Barney Experience March 2009 - April 2011
Job FVP Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 1993 - Present
Morgan Stanley Smith Barney March 2009 - April 2011
Smith Barney December 2006 - March 2009
Smith Barney October 2005 - December 2006
Skills
Descretionary Portfolio..., Estate Planning, Wealth Preservation, Options Strategies, Portfolio Management, Wealth Management...
Education
Purdue University 1988 — 1992
Northwestern University 2005 — 2006
Certified Financial Planning Education Program
Loyola Academy
Morgan Stanley October 1993 - Present
Morgan Stanley Smith Barney March 2009 - April 2011
Smith Barney December 2006 - March 2009
Smith Barney October 2005 - December 2006
Skills
Descretionary Portfolio..., Estate Planning, Wealth Preservation, Options Strategies, Portfolio Management, Wealth Management...
Education
Purdue University 1988 — 1992
Northwestern University 2005 — 2006
Certified Financial Planning Education Program
Loyola Academy
Kelly McCann Kelly McCann's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Human Capital Analyst at Deloitte
Industry Management Consulting
Experience
Deloitte July 2013 - Present
Deloitte Consulting June 2012 - August 2012
Boyden Global Executive Search November 2011 - April 2012
Family & Children's Agency September 2010 - December 2010
Liberty Mutual Group June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Recruiting, Market Research, Employee Surveys, Project Management, SPSS, Training, Leadership
Education
New York University 2011 — 2013
MA, Industrial Organizational Psychology
Fairfield University 2007 — 2011
BA, Psychology -, Psychology & Management Focused, 3.81
Deloitte July 2013 - Present
Deloitte Consulting June 2012 - August 2012
Boyden Global Executive Search November 2011 - April 2012
Family & Children's Agency September 2010 - December 2010
Liberty Mutual Group June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Recruiting, Market Research, Employee Surveys, Project Management, SPSS, Training, Leadership
Education
New York University 2011 — 2013
MA, Industrial Organizational Psychology
Fairfield University 2007 — 2011
BA, Psychology -, Psychology & Management Focused, 3.81
Dmitriy Afanasyev Dmitriy Afanasyev's Morgan Stanley Smith Barney Experience January 2012 - May 2012
Job Software Engineer at LinkedIn
Industry Computer Software
Experience
LinkedIn July 2014 - Present
LinkedIn June 2013 - August 2013
Bloomberg LP June 2012 - August 2012
Morgan Stanley Smith Barney January 2012 - May 2012
Matrix Capital Group August 2011 - December 2011
Coty June 2011 - August 2011
UBS Wealth Management 2009 - 2010
Education
New York University 2010 — 2014
Bachelor's Degree, Mathematics and Computer Science
Bergen County Academies 2006 — 2010
Business and Finance
LinkedIn July 2014 - Present
LinkedIn June 2013 - August 2013
Bloomberg LP June 2012 - August 2012
Morgan Stanley Smith Barney January 2012 - May 2012
Matrix Capital Group August 2011 - December 2011
Coty June 2011 - August 2011
UBS Wealth Management 2009 - 2010
Education
New York University 2010 — 2014
Bachelor's Degree, Mathematics and Computer Science
Bergen County Academies 2006 — 2010
Business and Finance
Mark Arbogast Mark Arbogast's Morgan Stanley Smith Barney Experience August 2009 - March 2012
Job Vice President Supervisory Manager at J.P. Morgan Securities, LLC
Industry Financial Services
Experience
J.P. Morgan Securities, LLC June 2012 - Present
Morgan Stanley Smith Barney August 2009 - March 2012
Smith Barney June 2004 - August 2009
Smith Barney August 1989 - June 2004
Education
East Coast Aero Tech
Aeronautical/Aerospace Engineering Technology/Technician
Northeastern University
Finance, General
J.P. Morgan Securities, LLC June 2012 - Present
Morgan Stanley Smith Barney August 2009 - March 2012
Smith Barney June 2004 - August 2009
Smith Barney August 1989 - June 2004
Education
East Coast Aero Tech
Aeronautical/Aerospace Engineering Technology/Technician
Northeastern University
Finance, General
Nathan Lingrosso's Morgan Stanley Smith Barney Experience May 2011 - Present
Job Registered CSA at Morgan Stanley
Industry Textiles
Experience
Morgan Stanley Smith Barney May 2011 - Present
UniFirst Corporation December 2010 - May 2011
Coca-Cola Enterprises March 2008 - September 2010
Coca-Cola Enterprises September 2007 - March 2008
Fidelity Investments April 2004 - June 2007
Fidelity Investments November 2003 - April 2004
CRM Enterprises Inc January 1998 - November 2003
Skills
Pricing, Profit, Sales Operations, Forecasting, Sales Management, Market Planning, Merchandising, Retail, Marketing, Negotiation, Leadership
Education
Northern Kentucky University
B.A, Business Management
Morgan Stanley Smith Barney May 2011 - Present
UniFirst Corporation December 2010 - May 2011
Coca-Cola Enterprises March 2008 - September 2010
Coca-Cola Enterprises September 2007 - March 2008
Fidelity Investments April 2004 - June 2007
Fidelity Investments November 2003 - April 2004
CRM Enterprises Inc January 1998 - November 2003
Skills
Pricing, Profit, Sales Operations, Forecasting, Sales Management, Market Planning, Merchandising, Retail, Marketing, Negotiation, Leadership
Education
Northern Kentucky University
B.A, Business Management
Jason Betley Jason Betley's Morgan Stanley Smith Barney Experience January 2004 - June 2004
Job VP, Regional Sales Director Global Investment Solutions at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2014 - Present
Causeway Capital Management LLC November 2011 - January 2014
Natixis Global Asset Management June 2010 - November 2011
Natixis Global Asset Management March 2007 - May 2010
Ultimate Staffing January 2005 - July 2005
Morgan Stanley Smith Barney January 2004 - June 2004
Skills
Business Planning, Client Relationship..., Seminars, Territory Planning, Budget Management, Portfolio Strategy, Sales Presentations, Portfolio Management, CRM, Mutual Funds, Sales, Marketing, Equities, Fixed Income, Investment Strategies, Investment Management, Series 7, Alternative Investments, Series 63, Asset Allocation, Wealth Management, Finance, Strategic Financial..., Financial Services, Investment Advisory, Capital Markets, Hedge Funds, Securities
Education
Northeastern University 2001 — 2006
Bachelor of Science, Business Administration, Dual Concentration: Marketing & Management
Longmeadow High School 1998 — 2001
Morgan Stanley Wealth Management February 2014 - Present
Causeway Capital Management LLC November 2011 - January 2014
Natixis Global Asset Management June 2010 - November 2011
Natixis Global Asset Management March 2007 - May 2010
Ultimate Staffing January 2005 - July 2005
Morgan Stanley Smith Barney January 2004 - June 2004
Skills
Business Planning, Client Relationship..., Seminars, Territory Planning, Budget Management, Portfolio Strategy, Sales Presentations, Portfolio Management, CRM, Mutual Funds, Sales, Marketing, Equities, Fixed Income, Investment Strategies, Investment Management, Series 7, Alternative Investments, Series 63, Asset Allocation, Wealth Management, Finance, Strategic Financial..., Financial Services, Investment Advisory, Capital Markets, Hedge Funds, Securities
Education
Northeastern University 2001 — 2006
Bachelor of Science, Business Administration, Dual Concentration: Marketing & Management
Longmeadow High School 1998 — 2001
Thomas McAuliffe's Morgan Stanley Smith Barney Experience October 2006 - April 2011
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch April 2011 - Present
Morgan Stanley Smith Barney October 2006 - April 2011
UBS Wealth Management April 2002 - October 2006
Smith Barney April 1994 - March 2002
American Express Personal Financial Planning January 1993 - April 1994
Skills
Investment Management, Investments, Investment Advisory, Institutional Investors, Institutional..., Financial Advisory, Mutual Funds, Alternative Investments, Series 7, High Net Worth..., Risk Management, Pension Funds, Finance, Strategic Financial..., Wealth Management, Asset Allocation, Securities, Series 63, Fixed Income, Investment Strategies, Equities, Asset Management, Financial Planning
Education
Northeastern University 1988 — 1993
BS, Business - Finance
Bank of America Merrill Lynch April 2011 - Present
Morgan Stanley Smith Barney October 2006 - April 2011
UBS Wealth Management April 2002 - October 2006
Smith Barney April 1994 - March 2002
American Express Personal Financial Planning January 1993 - April 1994
Skills
Investment Management, Investments, Investment Advisory, Institutional Investors, Institutional..., Financial Advisory, Mutual Funds, Alternative Investments, Series 7, High Net Worth..., Risk Management, Pension Funds, Finance, Strategic Financial..., Wealth Management, Asset Allocation, Securities, Series 63, Fixed Income, Investment Strategies, Equities, Asset Management, Financial Planning
Education
Northeastern University 1988 — 1993
BS, Business - Finance
Nejat Ozsu Nejat Ozsu's Morgan Stanley Smith Barney Experience 2010 - 2013
Job .NET Enterprise Architect
Industry Computer Software
Experience
Pine Grove Asset Management LLC 2014 - 2014
Morgan Stanley Smith Barney 2010 - 2013
Credit Suisse 2009 - 2010
HedgeServ 2008 - 2009
Moore Capital Management 2006 - 2008
Morgan Stanley 2004 - 2006
İstanbul Yazılım 2001 - 2004
Pixwave/TV.TV 2000 - 2001
Netlan Interactive 1999 - 2000
Estée Lauder 1998 - 1999
Skills
Agile Methodologies, Microsoft SQL Server, SQL, Hedge Funds, Sybase, Java, T-SQL, Trading Systems, XML, Web Services, ASP.NET, VBA, JavaScript, Fund Services, HTML 5, CSS3, LESS, Sencha Touch, Monotouch, JSON, XAML, UML, Silverlight, Microsoft Access, C# 4.5, .Net 4.5, MVC, MVVM, IOC, AOP, Note.JS, REST, Flash, Photoshop, Lightroom, Oracle, Entity Framework, WPF, WCF, Metro, iOS, Windows 8, Windows Phone, Andriod, TDD, BDD, Test Driven Development
Education
Polytechnic University 1987 — 1991
Computer Science/EE
Bronx High School of Science 1983 — 1987
Pine Grove Asset Management LLC 2014 - 2014
Morgan Stanley Smith Barney 2010 - 2013
Credit Suisse 2009 - 2010
HedgeServ 2008 - 2009
Moore Capital Management 2006 - 2008
Morgan Stanley 2004 - 2006
İstanbul Yazılım 2001 - 2004
Pixwave/TV.TV 2000 - 2001
Netlan Interactive 1999 - 2000
Estée Lauder 1998 - 1999
Skills
Agile Methodologies, Microsoft SQL Server, SQL, Hedge Funds, Sybase, Java, T-SQL, Trading Systems, XML, Web Services, ASP.NET, VBA, JavaScript, Fund Services, HTML 5, CSS3, LESS, Sencha Touch, Monotouch, JSON, XAML, UML, Silverlight, Microsoft Access, C# 4.5, .Net 4.5, MVC, MVVM, IOC, AOP, Note.JS, REST, Flash, Photoshop, Lightroom, Oracle, Entity Framework, WPF, WCF, Metro, iOS, Windows 8, Windows Phone, Andriod, TDD, BDD, Test Driven Development
Education
Polytechnic University 1987 — 1991
Computer Science/EE
Bronx High School of Science 1983 — 1987
Tim Bullard Tim Bullard's Morgan Stanley Smith Barney Experience November 1999 - September 2010
Job Registered Principal, Senior Financial Advisor at Bullard Investment Management, LLC
Industry Financial Services
Experience
Wells Fargo Advisors Financial Network, LLC September 2010 - Present
Morgan Stanley Smith Barney November 1999 - September 2010
City of Greensboro January 1990 - December 1999
Education
University of North Carolina at Greensboro 1997 — 2000
Master's degree, Sociology
University of North Carolina at Greensboro 1993 — 1997
Bachelor's degree, Sociology
North Carolina State University 1984 — 1988
Business Management
Wells Fargo Advisors Financial Network, LLC September 2010 - Present
Morgan Stanley Smith Barney November 1999 - September 2010
City of Greensboro January 1990 - December 1999
Education
University of North Carolina at Greensboro 1997 — 2000
Master's degree, Sociology
University of North Carolina at Greensboro 1993 — 1997
Bachelor's degree, Sociology
North Carolina State University 1984 — 1988
Business Management
Liz Day Griffin Liz Day Griffin's Morgan Stanley Smith Barney Experience September 2003 - August 2009
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 2012 - Present
Wells Fargo Advisors, LLC August 2009 - September 2010
Morgan Stanley Smith Barney September 2003 - August 2009
Education
Northern Michigan University
BA, French
Wells Fargo Advisors, LLC April 2012 - Present
Wells Fargo Advisors, LLC August 2009 - September 2010
Morgan Stanley Smith Barney September 2003 - August 2009
Education
Northern Michigan University
BA, French
Sandra Orsa's Morgan Stanley Smith Barney Experience August 2003 - June 2009
Job Love Is Raw
Industry Health, Wellness and Fitness
Experience
Wilmington Yoga Center September 2015 - Present
Beautycounter May 2015 - Present
doTERRA October 2014 - Present
Love Is Raw August 2014 - Present
Wilmington Yoga Center May 2013 - Present
RBC Wealth Management June 2009 - June 2015
Morgan Stanley Smith Barney August 2003 - June 2009
Morgan Stanley Smith Barney August 2003 - June 2009
Morgan Stanley Smith Barney August 2003 - June 2009
Skills
Budgets, Business Planning, Finance, Securities, Sales Management, Mutual Funds, Financial Analysis, Financial Services, Investments, Microsoft Excel, Series 7, Time Management, Trading, Financial Advisory, Team Building, Sales, Social Media Marketing, Public Speaking, Customer Service, Management, Social Media, Leadership, Social Networking, Microsoft Word, Marketing, Event Planning, Event Management
Education
Wake Forest Rolesville, H.S 1992 — 1995
General Studies
North Carolina State University
Wilmington Yoga Center September 2015 - Present
Beautycounter May 2015 - Present
doTERRA October 2014 - Present
Love Is Raw August 2014 - Present
Wilmington Yoga Center May 2013 - Present
RBC Wealth Management June 2009 - June 2015
Morgan Stanley Smith Barney August 2003 - June 2009
Morgan Stanley Smith Barney August 2003 - June 2009
Morgan Stanley Smith Barney August 2003 - June 2009
Skills
Budgets, Business Planning, Finance, Securities, Sales Management, Mutual Funds, Financial Analysis, Financial Services, Investments, Microsoft Excel, Series 7, Time Management, Trading, Financial Advisory, Team Building, Sales, Social Media Marketing, Public Speaking, Customer Service, Management, Social Media, Leadership, Social Networking, Microsoft Word, Marketing, Event Planning, Event Management
Education
Wake Forest Rolesville, H.S 1992 — 1995
General Studies
North Carolina State University
Carrie Philips Carrie Philips's Morgan Stanley Smith Barney Experience November 2008 - Present
Job Registered Client Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2008 - Present
Merrill Lynch December 2005 - November 2008
Education
Northwestern University 2001 — 2005
BS, Journalism
Morgan Stanley Smith Barney November 2008 - Present
Merrill Lynch December 2005 - November 2008
Education
Northwestern University 2001 — 2005
BS, Journalism
Natalia Anderson Natalia Anderson's Morgan Stanley Smith Barney Experience July 2010 - September 2011
Job Investment Compliance Analyst Coop at Wellington Management
Industry Financial Services
Experience
Wellington Management June 2014 - December 2014
Alcentra January 2013 - June 2014
Standish Mellon Asset Management July 2012 - December 2012
Northeastern University September 2010 - May 2012
Morgan Stanley Smith Barney July 2010 - September 2011
Branford Landing Marina 2008 - 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Access, Adobe Acrobat, Google Docs, AS400 system, Advent Geneva, Marketing, LexisNexis, Latent Zero, SPSS
Education
Northeastern University Graduating December 2015 2011 — 2015
Bachelor of Science (B.S.) in Political Science and Business Administration, Finance & Political Science Student
Berkshire School 2008 — 2010
Wellington Management June 2014 - December 2014
Alcentra January 2013 - June 2014
Standish Mellon Asset Management July 2012 - December 2012
Northeastern University September 2010 - May 2012
Morgan Stanley Smith Barney July 2010 - September 2011
Branford Landing Marina 2008 - 2011
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Microsoft Access, Adobe Acrobat, Google Docs, AS400 system, Advent Geneva, Marketing, LexisNexis, Latent Zero, SPSS
Education
Northeastern University Graduating December 2015 2011 — 2015
Bachelor of Science (B.S.) in Political Science and Business Administration, Finance & Political Science Student
Berkshire School 2008 — 2010
Brandon Neil Brandon Neil's Morgan Stanley Smith Barney Experience June 2011 - May 2012
Job Managing Partner at NorthLight Group
Industry Financial Services
Experience
NorthLight Consulting May 2012 - Present
Morgan Stanley Smith Barney June 2011 - May 2012
Skills
Management, Negotiation, Customer Retention, Team Building, Team Leadership, Strategic Planning, Process Improvement, Business Development, Leadership, Customer Satisfaction, Teaching, Customer Service, Asset Managment, Analytics, Earned Value Management, Customer Oriented, Sales Management, Teamwork, Team-oriented, Sales Process, Sales Abilities, Closing Deals, Coaching, New Business Development, Staff Development, Lead Generation, Problem Solving, Business Process..., Operations Management, Sales Operations, Budgets, Deal Closure, Forecasting, Human Resources, Sales, Asset Management, Accounting, Advertising, Finance
Education
Northern Virginia Community College 2001 — 2011
AAS, Business Management
NorthLight Consulting May 2012 - Present
Morgan Stanley Smith Barney June 2011 - May 2012
Skills
Management, Negotiation, Customer Retention, Team Building, Team Leadership, Strategic Planning, Process Improvement, Business Development, Leadership, Customer Satisfaction, Teaching, Customer Service, Asset Managment, Analytics, Earned Value Management, Customer Oriented, Sales Management, Teamwork, Team-oriented, Sales Process, Sales Abilities, Closing Deals, Coaching, New Business Development, Staff Development, Lead Generation, Problem Solving, Business Process..., Operations Management, Sales Operations, Budgets, Deal Closure, Forecasting, Human Resources, Sales, Asset Management, Accounting, Advertising, Finance
Education
Northern Virginia Community College 2001 — 2011
AAS, Business Management
Lee Goodall Lee Goodall's Morgan Stanley Smith Barney Experience April 2004 - February 2008
Job Marketing, Outreach, & Government Affairs Consultant | Public Speaker | Political Strategist
Industry Government Relations
Experience
Grossman Heinz June 2013 - Present
Presidential Inaugural Committee December 2012 - January 2013
Democratic National Committee June 2012 - November 2012
Obama-Biden 2012 May 2011 - June 2012
Organizing for America (OFA) at the DNC April 2009 - April 2011
Obama for America February 2008 - December 2008
Morgan Stanley Smith Barney April 2004 - February 2008
Alpha Phi Alpha Fraternity, Inc. District of Illinois February 2001 - April 2007
Capital Financial Group, LLC March 2003 - March 2004
GCG Financial June 2002 - September 2002
Skills
Leadership, Government, Community Outreach, Public Speaking, Strategic Planning, Program Management, Fundraising, Grassroots Organizing, Training, Political Campaigns, Volunteer Management, Budgets, Relationship Management, Coalitions, Political Management, Public Affairs, Project Management, Nonprofits, Grassroots Development, Banking, Credit, Mortgage Lending, Politics, Goal-oriented..., Organizational..., Research, Political Consulting, Policy, Microsoft Excel, Team Leadership, Strategy
Education
Northwestern University 1999 — 2003
Bachelor of Science (B.S.), Communications
Providence St. Mel 1994 — 1999
Grossman Heinz June 2013 - Present
Presidential Inaugural Committee December 2012 - January 2013
Democratic National Committee June 2012 - November 2012
Obama-Biden 2012 May 2011 - June 2012
Organizing for America (OFA) at the DNC April 2009 - April 2011
Obama for America February 2008 - December 2008
Morgan Stanley Smith Barney April 2004 - February 2008
Alpha Phi Alpha Fraternity, Inc. District of Illinois February 2001 - April 2007
Capital Financial Group, LLC March 2003 - March 2004
GCG Financial June 2002 - September 2002
Skills
Leadership, Government, Community Outreach, Public Speaking, Strategic Planning, Program Management, Fundraising, Grassroots Organizing, Training, Political Campaigns, Volunteer Management, Budgets, Relationship Management, Coalitions, Political Management, Public Affairs, Project Management, Nonprofits, Grassroots Development, Banking, Credit, Mortgage Lending, Politics, Goal-oriented..., Organizational..., Research, Political Consulting, Policy, Microsoft Excel, Team Leadership, Strategy
Education
Northwestern University 1999 — 2003
Bachelor of Science (B.S.), Communications
Providence St. Mel 1994 — 1999
Deneka Taylor Deneka Taylor's Morgan Stanley Smith Barney Experience 2004 - 2006
Job
Industry Nonprofit Organization Management
Experience
Network for Good 2011 - Present
Network for Good 2008 - 2011
Weichert, Realtors 2006 - 2009
Travelex (Ruesch International) 2006 - 2008
Morgan Stanley Smith Barney 2004 - 2006
Education
North Carolina Wesleyan College 1995 — 1999
Bachelors, Business Administration
Network for Good 2011 - Present
Network for Good 2008 - 2011
Weichert, Realtors 2006 - 2009
Travelex (Ruesch International) 2006 - 2008
Morgan Stanley Smith Barney 2004 - 2006
Education
North Carolina Wesleyan College 1995 — 1999
Bachelors, Business Administration
Winnie Roberts, MBA Winnie Roberts, MBA's Morgan Stanley Smith Barney Experience March 2011 - January 2012
Job Director, Global Incentive Compensation at Hilton Worldwide
Industry Hospitality
Experience
Hilton Worldwide September 2015 - Present
Microsoft February 2013 - September 2015
National Black MBA Association - WGC July 2012 - December 2013
Pitney Bowes January 2012 - January 2013
National Black MBA Association - WGC September 2010 - March 2012
Morgan Stanley Smith Barney March 2011 - January 2012
Morgan Stanley Smith Barney April 2010 - March 2011
CIGNA August 2009 - April 2010
General Electric (Capital Americas) June 2007 - August 2009
General Electric (Real Estate Americas) September 2005 - June 2007
Skills
Sales Compensation..., Diversity Recruitment, Compensation, Project Management, Expense Management, Leadership, Human Resources, Budgets, Management, Forecasting, Project Planning, Access, Finance, Team Leadership, Vendor Management, Nonprofits, Process Improvement, Performance Management, Strategy, Training, Recruiting, Employee Relations, Deferred Compensation, Employee Engagement, Employee Benefits, HRIS, Diversity & Inclusion, Sales, Succession Planning, Incentive Programs, College Recruiting, Onboarding, Team Building, Talent Management, Leadership Development, Workshop Facilitation, System Administration, PeopleSoft, Personnel Management
Education
PHR/SPHR Certification Training 2014 — 2015
New York University 2008 — 2010
Certificate, Human Resources Management
Sacred Heart University 2001 — 2002
MBA, Finance/Strategic Management
Sacred Heart University 1998 — 2000
Bachelor of Science (B.S.), Accounting and Finance, 3.0
Hilton Worldwide September 2015 - Present
Microsoft February 2013 - September 2015
National Black MBA Association - WGC July 2012 - December 2013
Pitney Bowes January 2012 - January 2013
National Black MBA Association - WGC September 2010 - March 2012
Morgan Stanley Smith Barney March 2011 - January 2012
Morgan Stanley Smith Barney April 2010 - March 2011
CIGNA August 2009 - April 2010
General Electric (Capital Americas) June 2007 - August 2009
General Electric (Real Estate Americas) September 2005 - June 2007
Skills
Sales Compensation..., Diversity Recruitment, Compensation, Project Management, Expense Management, Leadership, Human Resources, Budgets, Management, Forecasting, Project Planning, Access, Finance, Team Leadership, Vendor Management, Nonprofits, Process Improvement, Performance Management, Strategy, Training, Recruiting, Employee Relations, Deferred Compensation, Employee Engagement, Employee Benefits, HRIS, Diversity & Inclusion, Sales, Succession Planning, Incentive Programs, College Recruiting, Onboarding, Team Building, Talent Management, Leadership Development, Workshop Facilitation, System Administration, PeopleSoft, Personnel Management
Education
PHR/SPHR Certification Training 2014 — 2015
New York University 2008 — 2010
Certificate, Human Resources Management
Sacred Heart University 2001 — 2002
MBA, Finance/Strategic Management
Sacred Heart University 1998 — 2000
Bachelor of Science (B.S.), Accounting and Finance, 3.0
Jennifer Grillo Jennifer Grillo's Morgan Stanley Smith Barney Experience June 1996 - March 1998
Job Lead Field Researcher Child Development
Industry E-Learning
Experience
Grillo Family December 2004 - Present
Roy Cloud School August 2011 - August 2012
Palo Alto Menlo Park Parents Club June 2005 - August 2011
Salesforce.com June 2001 - June 2005
Ariba June 1999 - June 2001
Vantive Inc. March 1998 - March 1999
Morgan Stanley Smith Barney June 1996 - March 1998
Northwestern University June 1995 - June 1996
Apna Ghar Inc. June 1995 - June 1996
Skills
CRM, Cloud Computing, E-Learning, Instructional Design, Leadership, Project Management, Public Speaking, SaaS, Social Media, Social Media Marketing, Strategic Partnerships, Technical Writing, Training, Salesforce.com, Sales, Program Management
Education
Northwestern University 1991 — 1995
Bachelor of Arts, Psychology
Grillo Family December 2004 - Present
Roy Cloud School August 2011 - August 2012
Palo Alto Menlo Park Parents Club June 2005 - August 2011
Salesforce.com June 2001 - June 2005
Ariba June 1999 - June 2001
Vantive Inc. March 1998 - March 1999
Morgan Stanley Smith Barney June 1996 - March 1998
Northwestern University June 1995 - June 1996
Apna Ghar Inc. June 1995 - June 1996
Skills
CRM, Cloud Computing, E-Learning, Instructional Design, Leadership, Project Management, Public Speaking, SaaS, Social Media, Social Media Marketing, Strategic Partnerships, Technical Writing, Training, Salesforce.com, Sales, Program Management
Education
Northwestern University 1991 — 1995
Bachelor of Arts, Psychology
Michelle Morrow Michelle Morrow's Morgan Stanley Smith Barney Experience April 2008 - July 2010
Job Vice President, Compliance at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley March 2013 - Present
Morgan Stanley January 2012 - March 2013
Morgan Stanley July 2010 - January 2012
United States Army Reserve May 2008 - July 2010
Morgan Stanley Smith Barney April 2008 - July 2010
US Army May 2004 - July 2008
Skills
Series 7, Risk Management, Financial Management, Securities, Financial Planning, Wealth Management, Risk, Portfolio Management, Budgeting, Excel, Investments, Management
Education
North Carolina State University - College of Management 2000 — 2004
BS, Accounting - Financial Analysis
University of South Carolina-Columbia 2007 — 2007
N/A, Project Management
Morgan Stanley March 2013 - Present
Morgan Stanley January 2012 - March 2013
Morgan Stanley July 2010 - January 2012
United States Army Reserve May 2008 - July 2010
Morgan Stanley Smith Barney April 2008 - July 2010
US Army May 2004 - July 2008
Skills
Series 7, Risk Management, Financial Management, Securities, Financial Planning, Wealth Management, Risk, Portfolio Management, Budgeting, Excel, Investments, Management
Education
North Carolina State University - College of Management 2000 — 2004
BS, Accounting - Financial Analysis
University of South Carolina-Columbia 2007 — 2007
N/A, Project Management
Robert Broughton's Morgan Stanley Smith Barney Experience May 2008 - September 2010
Job Managing Director, Head of Regional Controlling Americas at UBS
Industry Financial Services
Experience
UBS November 2014 - Present
KPMG Advisory September 2010 - November 2014
Morgan Stanley Smith Barney May 2008 - September 2010
Deutsche Bank 2002 - 2008
KPMG Advisory 1999 - 2002
The Dover Group 1997 - 1999
Financial Industry Regulatory Authority 1993 - 1997
Skills
Management Consulting, Governance, Risk Management, Program Management, Operational Efficiency, Business Process..., Business Systems..., Business Intelligence, Finance Transformation, Outsourcing Advisory, Financial Modeling, Sarbanes-Oxley Act, Outsourcing, Managerial Finance, Operational Risk, Financial Analysis, Asset Management, Mergers & Acquisitions, Due Diligence, Financial Services, Change Management, Corporate Finance, Analysis, Portfolio Management, Finance, Business Transformation, Management, Internal Audit, Enterprise Risk..., Restructuring, Valuation, Financial Reporting, IFRS, Banking, Capital Markets, Cash Management, Acquisition Integration, Financial Risk, Private Equity, Auditing, Internal Controls, Corporate Governance, Executive Management
Education
Northwestern State University 1988 — 1991
BS, Business Administration
UBS November 2014 - Present
KPMG Advisory September 2010 - November 2014
Morgan Stanley Smith Barney May 2008 - September 2010
Deutsche Bank 2002 - 2008
KPMG Advisory 1999 - 2002
The Dover Group 1997 - 1999
Financial Industry Regulatory Authority 1993 - 1997
Skills
Management Consulting, Governance, Risk Management, Program Management, Operational Efficiency, Business Process..., Business Systems..., Business Intelligence, Finance Transformation, Outsourcing Advisory, Financial Modeling, Sarbanes-Oxley Act, Outsourcing, Managerial Finance, Operational Risk, Financial Analysis, Asset Management, Mergers & Acquisitions, Due Diligence, Financial Services, Change Management, Corporate Finance, Analysis, Portfolio Management, Finance, Business Transformation, Management, Internal Audit, Enterprise Risk..., Restructuring, Valuation, Financial Reporting, IFRS, Banking, Capital Markets, Cash Management, Acquisition Integration, Financial Risk, Private Equity, Auditing, Internal Controls, Corporate Governance, Executive Management
Education
Northwestern State University 1988 — 1991
BS, Business Administration
Ralph Miller CFP® Ralph Miller CFP®'s Morgan Stanley Smith Barney Experience July 1991 - May 2000
Job Financial Advisor at Allegacy Federal Credit Union
Industry Financial Services
Experience
Allegacy Federal Credit Union September 2007 - Present
SunTrust Investment Services January 2005 - September 2007
Central Carolina Bank & Trust 2000 - 2005
Morgan Stanley Smith Barney July 1991 - May 2000
Hyatt Hotels Corporation January 1989 - June 1991
Stouffer Hotels August 1986 - January 1989
Wake Forest University July 1980 - May 1986
Elon College July 1979 - June 1980
Federal Law Enforcement Training Center May 1978 - July 1979
Skills
Retirement Planning, Strategic Financial..., Series 7, Fixed Annuities, IRAs, Mutual Funds, Wealth Management, Portfolio Management, Retirement, Series 63, Series 24, Asset Allocation, Financial Services, Financial Planners, Financial Advisory, Investments, Finance, Financial Risk, Investment Advisory, Pensions, Wealth Preservation..., Life Coaching, Financial Planning, Wealth Management..., Needs Analysis
Education
College of Financial Planning 2011 — 2012
Financial Planning Certification
University of Virginia 1977 — 1979
M. Ed., Sports Medicine
North Carolina State University 1973 — 1977
B.S., Zoology
Allegacy Federal Credit Union September 2007 - Present
SunTrust Investment Services January 2005 - September 2007
Central Carolina Bank & Trust 2000 - 2005
Morgan Stanley Smith Barney July 1991 - May 2000
Hyatt Hotels Corporation January 1989 - June 1991
Stouffer Hotels August 1986 - January 1989
Wake Forest University July 1980 - May 1986
Elon College July 1979 - June 1980
Federal Law Enforcement Training Center May 1978 - July 1979
Skills
Retirement Planning, Strategic Financial..., Series 7, Fixed Annuities, IRAs, Mutual Funds, Wealth Management, Portfolio Management, Retirement, Series 63, Series 24, Asset Allocation, Financial Services, Financial Planners, Financial Advisory, Investments, Finance, Financial Risk, Investment Advisory, Pensions, Wealth Preservation..., Life Coaching, Financial Planning, Wealth Management..., Needs Analysis
Education
College of Financial Planning 2011 — 2012
Financial Planning Certification
University of Virginia 1977 — 1979
M. Ed., Sports Medicine
North Carolina State University 1973 — 1977
B.S., Zoology
Ed M. Brown Ed M. Brown's Morgan Stanley Smith Barney Experience February 2011 - Present
Job Vice President Data Center Services (DCS) at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney February 2011 - Present
New York City Department of Health and Mental Hygiene (DOHMH) April 2010 - March 2011
JP Morgan Chase December 2006 - December 2009
IBM Global Services April 2003 - December 2006
JP Morgan Chase December 1976 - March 2003
Education
New York University 1992 — 1994
Information Systems
Morgan Stanley Smith Barney February 2011 - Present
New York City Department of Health and Mental Hygiene (DOHMH) April 2010 - March 2011
JP Morgan Chase December 2006 - December 2009
IBM Global Services April 2003 - December 2006
JP Morgan Chase December 1976 - March 2003
Education
New York University 1992 — 1994
Information Systems
Caitlin Daniel Caitlin Daniel's Morgan Stanley Smith Barney Experience February 2009 - August 2009
Job CPA
Industry Accounting
Experience
The Franklin Johnston Group September 2014 - Present
BDO USA, LLP July 2011 - Present
North Carolina State University August 2010 - July 2011
The Preiss Company August 2009 - June 2010
Morgan Stanley Smith Barney February 2009 - August 2009
Skills
Auditing, Accounting, Financial Reporting, Financial Accounting
Education
North Carolina State University 2010 — 2011
Masters, Accounting
North Carolina State University 2006 — 2010
Bachelors, Accounting, Financial Analysis
The Franklin Johnston Group September 2014 - Present
BDO USA, LLP July 2011 - Present
North Carolina State University August 2010 - July 2011
The Preiss Company August 2009 - June 2010
Morgan Stanley Smith Barney February 2009 - August 2009
Skills
Auditing, Accounting, Financial Reporting, Financial Accounting
Education
North Carolina State University 2010 — 2011
Masters, Accounting
North Carolina State University 2006 — 2010
Bachelors, Accounting, Financial Analysis
Rachel Christensen Rachel Christensen's Morgan Stanley Smith Barney Experience May 2007 - August 2007
Job Administrative Associate, Alan D. Marks Center for Career Services & Entrepreneurship at The Juilliard School
Industry Nonprofit Organization Management
Experience
The Juilliard School March 2015 - Present
Concert Artists Guild July 2013 - Present
Concert Artists Guild September 2010 - June 2013
IMG Artists January 2010 - April 2010
The Nouveau Classical Project June 2009 - April 2010
IMG Artists September 2009 - January 2010
Morgan Stanley Smith Barney May 2007 - August 2007
Make Music New York January 2007 - May 2007
Skills
Music, Classical, Festivals, Social Media, Editing, Band, Arts Administration, Performing Arts, Piano, Music Industry, Marketing, Orchestral Music, Music Theory, Entertainment, Concerts, Musicians, Music Education
Education
New York University 2006 — 2009
BMUS, Piano Performance, Minor in Business
The Juilliard School March 2015 - Present
Concert Artists Guild July 2013 - Present
Concert Artists Guild September 2010 - June 2013
IMG Artists January 2010 - April 2010
The Nouveau Classical Project June 2009 - April 2010
IMG Artists September 2009 - January 2010
Morgan Stanley Smith Barney May 2007 - August 2007
Make Music New York January 2007 - May 2007
Skills
Music, Classical, Festivals, Social Media, Editing, Band, Arts Administration, Performing Arts, Piano, Music Industry, Marketing, Orchestral Music, Music Theory, Entertainment, Concerts, Musicians, Music Education
Education
New York University 2006 — 2009
BMUS, Piano Performance, Minor in Business
Sara Crandall Sara Crandall's Morgan Stanley Smith Barney Experience June 2008 - August 2009
Job Account Executive at Intersport
Industry Marketing and Advertising
Experience
Intersport January 2015 - Present
Brandmuscle June 2013 - January 2015
BrandMuscle (formerly known as Centiv) June 2012 - May 2013
Centiv August 2011 - May 2012
The University of Notre Dame December 2009 - April 2011
The Univerisity of Notre Dame April 2009 - December 2009
Morgan Stanley Smith Barney June 2008 - August 2009
Elan, Candies by Maralyn November 2002 - December 2008
Skills
Social Media, Facebook, Social Media Marketing, Marketing, Event Planning, Advertising, Microsoft Office, PowerPoint, Marketing Communications, Microsoft Excel, Social Networking, Research, Customer Service, Budgets, Teamwork
Education
Northwestern University 2014 — 2015
Master of Arts in Sports Administration, Sports Marketing and Public Relations Specialization
Saint Mary's College 2007 — 2011
Business Administration, Marketing and Mathematics
Grosse Pointe South High School 2003 — 2007
Intersport January 2015 - Present
Brandmuscle June 2013 - January 2015
BrandMuscle (formerly known as Centiv) June 2012 - May 2013
Centiv August 2011 - May 2012
The University of Notre Dame December 2009 - April 2011
The Univerisity of Notre Dame April 2009 - December 2009
Morgan Stanley Smith Barney June 2008 - August 2009
Elan, Candies by Maralyn November 2002 - December 2008
Skills
Social Media, Facebook, Social Media Marketing, Marketing, Event Planning, Advertising, Microsoft Office, PowerPoint, Marketing Communications, Microsoft Excel, Social Networking, Research, Customer Service, Budgets, Teamwork
Education
Northwestern University 2014 — 2015
Master of Arts in Sports Administration, Sports Marketing and Public Relations Specialization
Saint Mary's College 2007 — 2011
Business Administration, Marketing and Mathematics
Grosse Pointe South High School 2003 — 2007
Kavita Patel Kavita Patel's Morgan Stanley Smith Barney Experience 2012 - September 2012
Job Financial Institutions Group Summer Analyst at BlackRock
Industry Capital Markets
Experience
BlackRock August 2015 - Present
National Center for Learning Disabilities February 2015 - May 2015
New York City Accelerator for a Clean Renewable Economy (NYC ACRE) March 2015 - April 2015
BlackRock May 2014 - August 2014
Dezan Shira & Associates September 2013 - December 2013
The Stock Exchange of Thailand July 2013 - August 2013
Allegra Strategies August 2012 - December 2012
Morgan Stanley Smith Barney 2012 - September 2012
Skills
Social Media, Microsoft Excel, Statistics, Microsoft Office, PowerPoint, Microsoft Word, Research, Spanish, Data Analysis, Marketing, Public Speaking, Event Planning, Editing, Finance
Education
New York University 2011 — 2015
Bachelor of Science (B.S.), Business and Political Economy
Illinois Math and Science Academy 2008 — 2011
BlackRock August 2015 - Present
National Center for Learning Disabilities February 2015 - May 2015
New York City Accelerator for a Clean Renewable Economy (NYC ACRE) March 2015 - April 2015
BlackRock May 2014 - August 2014
Dezan Shira & Associates September 2013 - December 2013
The Stock Exchange of Thailand July 2013 - August 2013
Allegra Strategies August 2012 - December 2012
Morgan Stanley Smith Barney 2012 - September 2012
Skills
Social Media, Microsoft Excel, Statistics, Microsoft Office, PowerPoint, Microsoft Word, Research, Spanish, Data Analysis, Marketing, Public Speaking, Event Planning, Editing, Finance
Education
New York University 2011 — 2015
Bachelor of Science (B.S.), Business and Political Economy
Illinois Math and Science Academy 2008 — 2011
Susannah Fletcher Susannah Fletcher's Morgan Stanley Smith Barney Experience June 2005 - July 2005
Job Staff Accountant Equity Management at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group December 2013 - Present
Hines June 2013 - November 2013
Primatics Financial February 2012 - May 2013
Primatics Financial June 2011 - February 2012
Credit Suisse November 2010 - December 2010
Morgan Stanley Smith Barney June 2005 - July 2005
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Financial Modeling, Microsoft Excel, NetSuite, OpenAir, Financial Accounting, Finance, Accounting, Strategic Financial..., Auditing, Risk Management, Internal Controls
Education
North Carolina State University 2006 — 2010
Bachelor of Science (BS), Business Administration, Finance
The Carlyle Group December 2013 - Present
Hines June 2013 - November 2013
Primatics Financial February 2012 - May 2013
Primatics Financial June 2011 - February 2012
Credit Suisse November 2010 - December 2010
Morgan Stanley Smith Barney June 2005 - July 2005
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Financial Modeling, Microsoft Excel, NetSuite, OpenAir, Financial Accounting, Finance, Accounting, Strategic Financial..., Auditing, Risk Management, Internal Controls
Education
North Carolina State University 2006 — 2010
Bachelor of Science (BS), Business Administration, Finance
Danielle Dahn, CFP®'s Morgan Stanley Smith Barney Experience April 2010 - 2011
Job
Industry Financial Services
Experience
TIAA-CREF 2012 - Present
Boys & Girls Club of Naperville April 2010 - October 2011
Morgan Stanley Smith Barney April 2010 - 2011
JPMorgan October 2005 - April 2010
JPMorgan Chase July 2002 - October 2005
Skills
Wealth Management, Retirement Planning, Wealth Management..., Strategic Financial..., Estate Planning, Asset Allocation, Finance, Wealth, CRM, Financial Planners, Portfolio Management, Leadership, Series 7, Investments, Financial Planning, Strategy
Education
Northwestern University - Kellogg School of Management 2007 — 2010
MBA
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
BS
TIAA-CREF 2012 - Present
Boys & Girls Club of Naperville April 2010 - October 2011
Morgan Stanley Smith Barney April 2010 - 2011
JPMorgan October 2005 - April 2010
JPMorgan Chase July 2002 - October 2005
Skills
Wealth Management, Retirement Planning, Wealth Management..., Strategic Financial..., Estate Planning, Asset Allocation, Finance, Wealth, CRM, Financial Planners, Portfolio Management, Leadership, Series 7, Investments, Financial Planning, Strategy
Education
Northwestern University - Kellogg School of Management 2007 — 2010
MBA
University of Illinois at Urbana-Champaign - College of Business 1998 — 2002
BS
Eliza Tainton Eliza Tainton's Morgan Stanley Smith Barney Experience 2009 - 2011
Job Chief Risk Officer at HighTower
Industry Financial Services
Experience
HighTower January 2015 - Present
HighTower 2011 - January 2015
Morgan Stanley Smith Barney 2009 - 2011
Morgan Stanley Smith Barney 2008 - 2009
Morgan Stanley 2006 - 2008
Morgan Stanley January 1991 - 2006
Credit Suisse 2000 - 2001
Skills
Alternative Investments, Wealth Management, Concentrated Position..., Restricted Stock Due..., Learning & Development, Risk Management, Futures, Leadership Development, Venture Capital Services, Trading, Restricted Stock, Wealth Management..., Securities, Series 7, Financial Services, Series 63, Investments, Equities, Mutual Funds, FINRA, Fixed Income, Venture Capital, Financial Risk, Investment Advisory, Hedge Funds, Investment Management, Investment Strategies, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2008 — 2008
Saint Mary's College of California 2002 — 2004
Bachelor of Arts, Business Management
Operational Risk Master Class
Operational Risk Master Class
HighTower January 2015 - Present
HighTower 2011 - January 2015
Morgan Stanley Smith Barney 2009 - 2011
Morgan Stanley Smith Barney 2008 - 2009
Morgan Stanley 2006 - 2008
Morgan Stanley January 1991 - 2006
Credit Suisse 2000 - 2001
Skills
Alternative Investments, Wealth Management, Concentrated Position..., Restricted Stock Due..., Learning & Development, Risk Management, Futures, Leadership Development, Venture Capital Services, Trading, Restricted Stock, Wealth Management..., Securities, Series 7, Financial Services, Series 63, Investments, Equities, Mutual Funds, FINRA, Fixed Income, Venture Capital, Financial Risk, Investment Advisory, Hedge Funds, Investment Management, Investment Strategies, Portfolio Management
Education
Northwestern University - Kellogg School of Management 2008 — 2008
Saint Mary's College of California 2002 — 2004
Bachelor of Arts, Business Management
Operational Risk Master Class
Operational Risk Master Class
Alan Segall Alan Segall's Morgan Stanley Smith Barney Experience November 2010 - September 2011
Job Senior Project Manager Consultant at Clark Crown Brands
Industry Program Development
Experience
Clark Crown Brands March 2015 - August 2015
PLS Financial Services June 2014 - January 2015
JPMorgan Chase January 2014 - May 2014
Northern Trust August 2013 - November 2013
State Farm July 2012 - July 2013
New England Financial October 2011 - July 2012
Morgan Stanley Smith Barney November 2010 - September 2011
Lamb Financial / Airoom October 2009 - September 2010
Chicago Bancorp June 2008 - October 2009
Construction Management Advantage LLC March 2005 - August 2008
Skills
Project Management, Strategic Planning, Risk Management, Team Building, Financial Analysis, Asset Managment, Finance, Real Estate, Portfolio Management, Mortgage Lending, Insurance, Business Planning, Business Strategy, Strategic Financial..., Banking, Account Management, Investments, Team Leadership, Construction, Business Development, Management, Entrepreneurship, Start-ups, Corporate Finance, Change Management, Project Planning, Microsoft Excel, Leadership, Due Diligence, Sales Management, Financial Reporting, Business Process..., Business Analysis, Forecasting, Training, Management Consulting, Process Improvement, Coaching, Operations Management, Negotiation, Budgets, Loans, New Business Development, Strategy, Program Management, Small Business, Contract Negotiation, Consulting, Analysis, Asset Management
Education
The George Washington University 1995 — 1996
Masters Certificate, Project Management
Roosevelt University
MBA, Finance
Northern Illinois University
Bachelor of Science, Urban Planning
Clark Crown Brands March 2015 - August 2015
PLS Financial Services June 2014 - January 2015
JPMorgan Chase January 2014 - May 2014
Northern Trust August 2013 - November 2013
State Farm July 2012 - July 2013
New England Financial October 2011 - July 2012
Morgan Stanley Smith Barney November 2010 - September 2011
Lamb Financial / Airoom October 2009 - September 2010
Chicago Bancorp June 2008 - October 2009
Construction Management Advantage LLC March 2005 - August 2008
Skills
Project Management, Strategic Planning, Risk Management, Team Building, Financial Analysis, Asset Managment, Finance, Real Estate, Portfolio Management, Mortgage Lending, Insurance, Business Planning, Business Strategy, Strategic Financial..., Banking, Account Management, Investments, Team Leadership, Construction, Business Development, Management, Entrepreneurship, Start-ups, Corporate Finance, Change Management, Project Planning, Microsoft Excel, Leadership, Due Diligence, Sales Management, Financial Reporting, Business Process..., Business Analysis, Forecasting, Training, Management Consulting, Process Improvement, Coaching, Operations Management, Negotiation, Budgets, Loans, New Business Development, Strategy, Program Management, Small Business, Contract Negotiation, Consulting, Analysis, Asset Management
Education
The George Washington University 1995 — 1996
Masters Certificate, Project Management
Roosevelt University
MBA, Finance
Northern Illinois University
Bachelor of Science, Urban Planning
Vincent Romano Vincent Romano's Morgan Stanley Smith Barney Experience August 2003 - September 2012
Job Editor at www.TaylorStreetArchives.com
Industry Financial Services
Experience
World Trade Council 2012 - Present
www.TaylorStreetArchives.com 2006 - Present
Morgan Stanley Smith Barney August 2003 - September 2012
Wachovia Securities Financial Network 1991 - 2003
Merrill Lynch 1985 - 1991
Skills
Retirement Planning, Customer Service, Estate Planning, IRAs, Retirement, Wealth Management, Series 7, Series 63, Public Speaking, Mutual Funds, Investment Advisory, Investments, Financial Risk, Strategic Financial..., Equities, Small Business, Options, Finance, Fundraising, Insurance, Portfolio Management, 401k, Trading, Risk Management
Education
Northeastern Illinois University
masters, Psychology
World Trade Council 2012 - Present
www.TaylorStreetArchives.com 2006 - Present
Morgan Stanley Smith Barney August 2003 - September 2012
Wachovia Securities Financial Network 1991 - 2003
Merrill Lynch 1985 - 1991
Skills
Retirement Planning, Customer Service, Estate Planning, IRAs, Retirement, Wealth Management, Series 7, Series 63, Public Speaking, Mutual Funds, Investment Advisory, Investments, Financial Risk, Strategic Financial..., Equities, Small Business, Options, Finance, Fundraising, Insurance, Portfolio Management, 401k, Trading, Risk Management
Education
Northeastern Illinois University
masters, Psychology
Anna Podkovyrova Anna Podkovyrova's Morgan Stanley Smith Barney Experience September 2008 - December 2008
Job CODE Advisors
Industry Investment Banking
Experience
Code Advisors July 2013 - Present
Bank of America Merrill Lynch June 2011 - June 2013
The Global Poverty Project February 2011 - May 2011
Bank of America Merrill Lynch June 2010 - August 2010
Italian Wine Merchants February 2010 - May 2010
Congressional Country Club July 2009 - July 2009
Morgan Stanley Smith Barney September 2008 - December 2008
Laird + Partners January 2008 - May 2008
Skills
Bloomberg, Financial Analysis, Financial Modeling, Finance, Valuation, Investments, Investment Banking, LBO, Accounting, Series 79, Series 63
Education
New York University 2007 — 2011
Bachelor of Science, Finance & Economics
New York University - Leonard N. Stern School of Business 2007 — 2011
Bachelor of Science, Finance and Economics
Code Advisors July 2013 - Present
Bank of America Merrill Lynch June 2011 - June 2013
The Global Poverty Project February 2011 - May 2011
Bank of America Merrill Lynch June 2010 - August 2010
Italian Wine Merchants February 2010 - May 2010
Congressional Country Club July 2009 - July 2009
Morgan Stanley Smith Barney September 2008 - December 2008
Laird + Partners January 2008 - May 2008
Skills
Bloomberg, Financial Analysis, Financial Modeling, Finance, Valuation, Investments, Investment Banking, LBO, Accounting, Series 79, Series 63
Education
New York University 2007 — 2011
Bachelor of Science, Finance & Economics
New York University - Leonard N. Stern School of Business 2007 — 2011
Bachelor of Science, Finance and Economics
Vicco von Bülow, CFP®'s Morgan Stanley Smith Barney Experience August 2010 - July 2011
Job Certified Financial Planner
Industry Financial Services
Experience
Fidelity Investments July 2011 - June 2014
Morgan Stanley Smith Barney August 2010 - July 2011
Akibot, LLC October 2009 - July 2010
Markets.com, llc. February 2008 - August 2009
Camillus House June 2007 - December 2007
Skills
Analysis, Investments, Leadership, Wealth Management, Management, Financial Analysis, Strategy, Series 7, Business Strategy, Banking, Marketing Strategy, Portfolio Management, Business Development, Mergers & Acquisitions
Education
Northwestern University
Certified Financial Planner Program
University of Miami - School of Business 2003 — 2007
BBA, Finance, Marketing, Management
Nova Southeastern University 2009 — 2010
MBA, Finance
Chartered Financial Analyst Institute
CFA Level 1 Candidate
Fidelity Investments July 2011 - June 2014
Morgan Stanley Smith Barney August 2010 - July 2011
Akibot, LLC October 2009 - July 2010
Markets.com, llc. February 2008 - August 2009
Camillus House June 2007 - December 2007
Skills
Analysis, Investments, Leadership, Wealth Management, Management, Financial Analysis, Strategy, Series 7, Business Strategy, Banking, Marketing Strategy, Portfolio Management, Business Development, Mergers & Acquisitions
Education
Northwestern University
Certified Financial Planner Program
University of Miami - School of Business 2003 — 2007
BBA, Finance, Marketing, Management
Nova Southeastern University 2009 — 2010
MBA, Finance
Chartered Financial Analyst Institute
CFA Level 1 Candidate
Craig A. Daun, CFP® Craig A. Daun, CFP®'s Morgan Stanley Smith Barney Experience October 1998 - February 2009
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley Smith Barney October 1998 - February 2009
Skills
Wealth Preservation..., Retirement Planning, Investment Planning, Multi-generational..., Tax Efficient Strategies
Education
Northern Illinois University 1974 — 1977
BS, Business
Wells Fargo Advisors, LLC February 2009 - Present
Morgan Stanley Smith Barney October 1998 - February 2009
Skills
Wealth Preservation..., Retirement Planning, Investment Planning, Multi-generational..., Tax Efficient Strategies
Education
Northern Illinois University 1974 — 1977
BS, Business
Max Fagelson's Morgan Stanley Smith Barney Experience June 2011 - January 2012
Job Intelligence strategist at Capital One
Industry Financial Services
Experience
Bates White Economic Consulting September 2013 - August 2015
Northwestern University September 2009 - July 2013
Bates White Economic Consulting June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - January 2012
Skills
Data Analysis, STATA, Financial Modeling, Data Modeling, Microsoft SQL Server, Python, Writing, Competitive Analysis, Microsoft Excel, Microsoft Office, Analysis, Microsoft Word, Scikit-learn
Education
Northwestern University 2009 — 2013
Bachelor's Degree, Economics and Mathematics
Bates White Economic Consulting September 2013 - August 2015
Northwestern University September 2009 - July 2013
Bates White Economic Consulting June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - January 2012
Skills
Data Analysis, STATA, Financial Modeling, Data Modeling, Microsoft SQL Server, Python, Writing, Competitive Analysis, Microsoft Excel, Microsoft Office, Analysis, Microsoft Word, Scikit-learn
Education
Northwestern University 2009 — 2013
Bachelor's Degree, Economics and Mathematics
Lyubov Gekker Lyubov Gekker's Morgan Stanley Smith Barney Experience July 2005 - Present
Job Technical Specialist at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2005 - Present
Citi Smith Barney July 2005 - December 2009
Merrill Lynch November 2003 - June 2005
Goldman Sachs January 1998 - June 2003
Skills
DB2/SQL, IBM Mainframe, COBOL, DB2, QMF, Mainframe, Stored Procedures, Production Support, MVS, Conversions, Data Modeling, Technical Analysis, ETL, Application Design, SQL, CICS, Syncsort, IBM Utilities, Fileaid
Education
NYU
NYU School of Continuing and Professional Studies, Database Design and Management
University of Economics and Finance
Bachelor, Finance, Economics
Morgan Stanley Smith Barney July 2005 - Present
Citi Smith Barney July 2005 - December 2009
Merrill Lynch November 2003 - June 2005
Goldman Sachs January 1998 - June 2003
Skills
DB2/SQL, IBM Mainframe, COBOL, DB2, QMF, Mainframe, Stored Procedures, Production Support, MVS, Conversions, Data Modeling, Technical Analysis, ETL, Application Design, SQL, CICS, Syncsort, IBM Utilities, Fileaid
Education
NYU
NYU School of Continuing and Professional Studies, Database Design and Management
University of Economics and Finance
Bachelor, Finance, Economics
Generoso Fierro Generoso Fierro's Morgan Stanley Smith Barney Experience June 1995 - June 2000
Job Senior Counselor, D'AmoreMcKim School of Business
Industry Marketing and Advertising
Experience
Northeastern University October 2014 - May 2015
WMBR Radio 1996 - May 2015
The European Short Film Festival at MIT January 2006 - September 2014
Singapore-MIT GAMBIT Game Lab/MIT Game Lab 2005 - January 2013
MIT June 2001 - July 2005
Morgan Stanley Smith Barney June 1995 - June 2000
Skills
Event Planning, Writing, Research, Social Networking, Teaching, Video Editing, Film Production, Documentary, DJ, Text Editing, Editing, Blogging, Copy Editing, Film Editing, Film Festivals, Feature Films, Creative Writing, Final Cut Pro, New Media, Documentaries, Social Media
Education
Northeastern University 1986 — 1991
Bachelors Degree, Criminal Justice
Northeastern University October 2014 - May 2015
WMBR Radio 1996 - May 2015
The European Short Film Festival at MIT January 2006 - September 2014
Singapore-MIT GAMBIT Game Lab/MIT Game Lab 2005 - January 2013
MIT June 2001 - July 2005
Morgan Stanley Smith Barney June 1995 - June 2000
Skills
Event Planning, Writing, Research, Social Networking, Teaching, Video Editing, Film Production, Documentary, DJ, Text Editing, Editing, Blogging, Copy Editing, Film Editing, Film Festivals, Feature Films, Creative Writing, Final Cut Pro, New Media, Documentaries, Social Media
Education
Northeastern University 1986 — 1991
Bachelors Degree, Criminal Justice
Janette Rivera, PHR's Morgan Stanley Smith Barney Experience 2006 - 2009
Job Human Resources Manager at Travelers
Industry Insurance
Experience
Travelers Insurance July 2012 - Present
Waste Management August 2009 - July 2012
Morgan Stanley Smith Barney 2006 - 2009
Safeco Insurance January 1999 - January 2006
Skills
Onboarding, Employee Relations, Applicant Tracking..., Talent Acquisition, Succession Planning, College Recruiting, Diversity Champion, Talent Management, Performance Management, Human Resources, Employee Training, Diversity Training, Coaching
Education
Northern Illinois University
Bachelor of Science, Business Administration
PHR
Professional, Human Resources
Travelers Insurance July 2012 - Present
Waste Management August 2009 - July 2012
Morgan Stanley Smith Barney 2006 - 2009
Safeco Insurance January 1999 - January 2006
Skills
Onboarding, Employee Relations, Applicant Tracking..., Talent Acquisition, Succession Planning, College Recruiting, Diversity Champion, Talent Management, Performance Management, Human Resources, Employee Training, Diversity Training, Coaching
Education
Northern Illinois University
Bachelor of Science, Business Administration
PHR
Professional, Human Resources
Gregory Kardell's Morgan Stanley Smith Barney Experience February 2009 - May 2010
Job Business Development Center – Internet Sales Consultant at PARKWAY TOYOTA
Industry Financial Services
Experience
PARKWAY TOYOTA January 2014 - Present
Wayne Mazda October 2013 - January 2014
NAVEX Global August 2011 - August 2013
Morgan Stanley Smith Barney February 2009 - May 2010
Fidelity Investments February 2006 - January 2009
Amalgamated Bank October 2005 - January 2006
Morgan Stanley May 2000 - October 2005
Georgeson March 1999 - May 2000
Brown Brothers Harriman November 1998 - February 1999
Skills
Mutual Funds, Alternative Investments, Certificate of..., Notary Public
Education
New York University 1994 — 1998
Bachelor of Arts (B.A.), History
Saint Peter's Preparatry High School 1990 — 1994
PARKWAY TOYOTA January 2014 - Present
Wayne Mazda October 2013 - January 2014
NAVEX Global August 2011 - August 2013
Morgan Stanley Smith Barney February 2009 - May 2010
Fidelity Investments February 2006 - January 2009
Amalgamated Bank October 2005 - January 2006
Morgan Stanley May 2000 - October 2005
Georgeson March 1999 - May 2000
Brown Brothers Harriman November 1998 - February 1999
Skills
Mutual Funds, Alternative Investments, Certificate of..., Notary Public
Education
New York University 1994 — 1998
Bachelor of Arts (B.A.), History
Saint Peter's Preparatry High School 1990 — 1994
Kristin Fedders, MBA's Morgan Stanley Smith Barney Experience January 2005 - July 2015
Job Senior Registered Associate
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Morgan Stanley Smith Barney January 2005 - July 2015
Thomas More College February 2002 - December 2004
Skills
PowerPoint, Excel, Word, Customer Relations, Access, Insurance, Microsoft Excel, Asset Allocation
Education
Northern Kentucky University 2009 — 2011
MBA, Business Administration
Thomas More College 2000 — 2004
Associate of Arts degree, Microcomputer Application Systems
Thomas More College 2000 — 2004
Bachelor of Arts degree, Business Administration; an emphasis in Marketing
Merrill Lynch July 2015 - Present
Morgan Stanley Smith Barney January 2005 - July 2015
Thomas More College February 2002 - December 2004
Skills
PowerPoint, Excel, Word, Customer Relations, Access, Insurance, Microsoft Excel, Asset Allocation
Education
Northern Kentucky University 2009 — 2011
MBA, Business Administration
Thomas More College 2000 — 2004
Associate of Arts degree, Microcomputer Application Systems
Thomas More College 2000 — 2004
Bachelor of Arts degree, Business Administration; an emphasis in Marketing
Antwyne DeLonde's Morgan Stanley Smith Barney Experience May 2010 - September 2011
Job The Legacy Wealth Management Group
Industry Investment Management
Experience
UBS Wealth Management September 2011 - Present
The Boys' Latin School of Maryland August 2010 - Present
Watch Me Win, Inc. September 2009 - Present
Morgan Stanley Smith Barney May 2010 - September 2011
Merrill Lynch April 2006 - May 2010
US Army April 2001 - July 2009
Education
Norfolk State University
BS, Finance
UBS Wealth Management September 2011 - Present
The Boys' Latin School of Maryland August 2010 - Present
Watch Me Win, Inc. September 2009 - Present
Morgan Stanley Smith Barney May 2010 - September 2011
Merrill Lynch April 2006 - May 2010
US Army April 2001 - July 2009
Education
Norfolk State University
BS, Finance
charles munro charles munro's Morgan Stanley Smith Barney Experience Adjunct instructor, EconomicsKeller Graduate School of ManagementMarch 2009 - Present
Job Adjunct instructor, Economics at Keller Graduate School of Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney Adjunct instructor, EconomicsKeller Graduate School of ManagementMarch 2009 - Present
Lake Forest Graduate School of Management February 1997 - Present
Education
Northwestern University - Kellogg School of Management 1973 — 1975
MBA, Finance, Economics
Morgan Stanley Smith Barney Adjunct instructor, EconomicsKeller Graduate School of ManagementMarch 2009 - Present
Lake Forest Graduate School of Management February 1997 - Present
Education
Northwestern University - Kellogg School of Management 1973 — 1975
MBA, Finance, Economics
Thilini Ariyawansa's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Analyst at Barclays
Industry Financial Services
Experience
Barclays July 2013 - Present
Barclays January 2012 - June 2012
Wellington Management January 2011 - June 2011
General Electric January 2010 - June 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Research, Social Media, Time Management, Event Planning, Customer Service, Data Analysis, Access, Market Research, SPSS, Outlook, Public Speaking, Marketing Communications, Financial Analysis, Project Management
Education
Northeastern University 2008 — 2013
BSBA, Finance/Marketing
Barclays July 2013 - Present
Barclays January 2012 - June 2012
Wellington Management January 2011 - June 2011
General Electric January 2010 - June 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Facebook, Research, Social Media, Time Management, Event Planning, Customer Service, Data Analysis, Access, Market Research, SPSS, Outlook, Public Speaking, Marketing Communications, Financial Analysis, Project Management
Education
Northeastern University 2008 — 2013
BSBA, Finance/Marketing
Scott Hales's Morgan Stanley Smith Barney Experience March 1997 - June 2005
Job Chief Financial Officer
Industry Utilities
Experience
Wachs Water Services October 2011 - Present
Metronome Partners LLC June 2010 - October 2011
Marksman Venture Partners LLC January 2009 - June 2010
Post Oak Property Management July 2005 - June 2010
Morgan Stanley Smith Barney March 1997 - June 2005
NatWest Markets 1992 - 1997
Skills
Financial Planning &..., Capital Allocation, Strategy & Development, Due Diligence, Business Development, Accounting, Financial Statement..., Real Estate, Analysis, Enterprise Valuation, Financial Modeling, Mergers, Corporate Finance, Private Equity, Financial Analysis, Strategy, Mergers & Acquisitions, Investment Banking, Finance, Investments, Management, Corporate Development
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Accounting, Entrepreneurship & Innovation
University of Notre Dame 1987 — 1991
BBA, Business Management / Spanish
New Fairfield High School 1984 — 1987
Wachs Water Services October 2011 - Present
Metronome Partners LLC June 2010 - October 2011
Marksman Venture Partners LLC January 2009 - June 2010
Post Oak Property Management July 2005 - June 2010
Morgan Stanley Smith Barney March 1997 - June 2005
NatWest Markets 1992 - 1997
Skills
Financial Planning &..., Capital Allocation, Strategy & Development, Due Diligence, Business Development, Accounting, Financial Statement..., Real Estate, Analysis, Enterprise Valuation, Financial Modeling, Mergers, Corporate Finance, Private Equity, Financial Analysis, Strategy, Mergers & Acquisitions, Investment Banking, Finance, Investments, Management, Corporate Development
Education
Northwestern University - Kellogg School of Management 1997 — 1999
MBA, Accounting, Entrepreneurship & Innovation
University of Notre Dame 1987 — 1991
BBA, Business Management / Spanish
New Fairfield High School 1984 — 1987
Lenard Iglar's Morgan Stanley Smith Barney Experience 2001 - 2009
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James Financial Inc. 2009 - Present
Morgan Stanley Smith Barney 2001 - 2009
United States Army - Ft. McPherson, GA 2002 - 2005
United States Army - Baumholder, Germany 1997 - 2001
United States Army - Fort Benning, GA 1996 - 1997
Skills
Retirement Planning, Portfolio Management, 401k, Estate Planning, Insurance, Educational Consulting, Strategic Planning
Education
Northeastern University 1991 — 1996
BA, Communication Studies
Mt. Olive High School 1986 — 1991
Raymond James Financial Inc. 2009 - Present
Morgan Stanley Smith Barney 2001 - 2009
United States Army - Ft. McPherson, GA 2002 - 2005
United States Army - Baumholder, Germany 1997 - 2001
United States Army - Fort Benning, GA 1996 - 1997
Skills
Retirement Planning, Portfolio Management, 401k, Estate Planning, Insurance, Educational Consulting, Strategic Planning
Education
Northeastern University 1991 — 1996
BA, Communication Studies
Mt. Olive High School 1986 — 1991
Brad Hess Brad Hess's Morgan Stanley Smith Barney Experience
Job Senior Vice President, Wealth Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney
Skills
Retirement Planning, Series 7, Wealth Management, Asset Allocation, Credit, Investment Advisory, Leadership, Marketing, Strategic Planning, Negotiation, Sales Management
Education
North Dakota State University 1971 — 1976
Bachelor of Science (B.S.), Business/Managerial Economics, Business Administration
Morgan Stanley Smith Barney
Skills
Retirement Planning, Series 7, Wealth Management, Asset Allocation, Credit, Investment Advisory, Leadership, Marketing, Strategic Planning, Negotiation, Sales Management
Education
North Dakota State University 1971 — 1976
Bachelor of Science (B.S.), Business/Managerial Economics, Business Administration
Bogdan (Bo) Ivan Bogdan (Bo) Ivan's Morgan Stanley Smith Barney Experience September 2009 - February 2010
Job Sandbox Industries
Industry Venture Capital & Private Equity
Experience
Sandbox Industries February 2015 - Present
Besso Labs January 2014 - November 2014
William Blair & Company June 2012 - June 2014
Campus Solutions Storage & Shipping, Inc. January 2009 - June 2012
William Blair and Company June 2011 - August 2011
RCP Advisors June 2010 - May 2011
Goldman Sachs September 2010 - November 2010
Morgan Stanley Smith Barney September 2009 - February 2010
Skills
Fixed Income, Market Research, Finance, Economics, Analytics, Data Analysis, Private Equity, Bloomberg, Business Strategy, Microsoft Word, Financial Analysis, Financial Modeling, Valuation, Investments, Financial Markets, M&A experience, Hedge Funds, Social Media, Equities, Asset Management, Derivatives, Mergers & Acquisitions, Microsoft Office, Venture Capital, Investment Banking, Series 7, Equity Research, Portfolio Management, Spanish, Trading, Analysis, Corporate Finance, Due Diligence, VBA, PowerPoint, Capital Markets, Stata, Microsoft Excel, Alternative Investments, Corporate Development, Investment Strategies, Business Valuation
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2009 — 2009
Study Abroad
Sandbox Industries February 2015 - Present
Besso Labs January 2014 - November 2014
William Blair & Company June 2012 - June 2014
Campus Solutions Storage & Shipping, Inc. January 2009 - June 2012
William Blair and Company June 2011 - August 2011
RCP Advisors June 2010 - May 2011
Goldman Sachs September 2010 - November 2010
Morgan Stanley Smith Barney September 2009 - February 2010
Skills
Fixed Income, Market Research, Finance, Economics, Analytics, Data Analysis, Private Equity, Bloomberg, Business Strategy, Microsoft Word, Financial Analysis, Financial Modeling, Valuation, Investments, Financial Markets, M&A experience, Hedge Funds, Social Media, Equities, Asset Management, Derivatives, Mergers & Acquisitions, Microsoft Office, Venture Capital, Investment Banking, Series 7, Equity Research, Portfolio Management, Spanish, Trading, Analysis, Corporate Finance, Due Diligence, VBA, PowerPoint, Capital Markets, Stata, Microsoft Excel, Alternative Investments, Corporate Development, Investment Strategies, Business Valuation
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics
The London School of Economics and Political Science (LSE) 2009 — 2009
Study Abroad
Michael Kanouse, CFP®'s Morgan Stanley Smith Barney Experience April 2012 - September 2012
Job Analyst at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2014 - Present
Mark Kanouse, Certified Public Accountant January 2013 - April 2014
Morgan Stanley Smith Barney April 2012 - September 2012
RegentAtlantic Capital, LLC September 2011 - December 2011
Fidelity Investments August 2010 - September 2011
Fidelity Investments June 2008 - August 2010
Plymouth Rock Assurance January 2006 - July 2006
Skills
Mutual Funds, Series 7, Investments, Retirement Planning, Outlook, Asset Allocation, Microsoft Office, Wealth Management, Fixed Income, Investment Strategies, Equities, Morningstar, ETFs, Financial Planning, Financial Analysis, Leadership, Insurance, IRAs, College Planning, Annuties, Money Guide Pro, Blogging, Writing Skills, Seminar Presentation, Equity Research, Internet, Siebel CRM, Microsoft Windows 8, Microsoft Windows 7, Microsoft Vista, Microsoft CRM, Series 66, Licensed Life Insurance..., QuickBooks, Cash Flow, Equity Trading, Charitable Trusts, GRATs, Tax Harvesting, Equity Research Analysis, Money Managers, Wealth Outlook, Salesforce.com, Employee Stock Options, Tax-advantaged..., Separately Managed...
Education
Northeastern University 2005 — 2008
B.S., Finance and Marketing
Fairleigh Dickenson University 2009 — 2010
CFP Certification, Financial Planning
University of Maryland College Park 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Merrill Lynch April 2014 - Present
Mark Kanouse, Certified Public Accountant January 2013 - April 2014
Morgan Stanley Smith Barney April 2012 - September 2012
RegentAtlantic Capital, LLC September 2011 - December 2011
Fidelity Investments August 2010 - September 2011
Fidelity Investments June 2008 - August 2010
Plymouth Rock Assurance January 2006 - July 2006
Skills
Mutual Funds, Series 7, Investments, Retirement Planning, Outlook, Asset Allocation, Microsoft Office, Wealth Management, Fixed Income, Investment Strategies, Equities, Morningstar, ETFs, Financial Planning, Financial Analysis, Leadership, Insurance, IRAs, College Planning, Annuties, Money Guide Pro, Blogging, Writing Skills, Seminar Presentation, Equity Research, Internet, Siebel CRM, Microsoft Windows 8, Microsoft Windows 7, Microsoft Vista, Microsoft CRM, Series 66, Licensed Life Insurance..., QuickBooks, Cash Flow, Equity Trading, Charitable Trusts, GRATs, Tax Harvesting, Equity Research Analysis, Money Managers, Wealth Outlook, Salesforce.com, Employee Stock Options, Tax-advantaged..., Separately Managed...
Education
Northeastern University 2005 — 2008
B.S., Finance and Marketing
Fairleigh Dickenson University 2009 — 2010
CFP Certification, Financial Planning
University of Maryland College Park 2015 — 2017
Master of Business Administration (M.B.A.), Finance, General
Noelle Laureano Noelle Laureano's Morgan Stanley Smith Barney Experience September 2009 - May 2011
Job Associate Trader at Lord Abbett
Industry Investment Management
Experience
Mizuho Bank September 2015 - Present
Lord, Abbett & Co. LLC October 2013 - September 2015
Lord, Abbett & Co. LLC June 2011 - October 2013
Morgan Stanley Smith Barney September 2009 - May 2011
Equity Trading Capital May 2009 - July 2009
Skills
Microsoft Excel, Municipal Bonds, Investortools, Inc...., Bloomberg, Barclays Point, Visual Basic, Fixed Income, PowerPoint, Finance, Data Analysis, Trading, Capital Markets
Education
New York University
B.A., Economics, Business Studies
Sacred Heart Academy 2003 — 2007
Mizuho Bank September 2015 - Present
Lord, Abbett & Co. LLC October 2013 - September 2015
Lord, Abbett & Co. LLC June 2011 - October 2013
Morgan Stanley Smith Barney September 2009 - May 2011
Equity Trading Capital May 2009 - July 2009
Skills
Microsoft Excel, Municipal Bonds, Investortools, Inc...., Bloomberg, Barclays Point, Visual Basic, Fixed Income, PowerPoint, Finance, Data Analysis, Trading, Capital Markets
Education
New York University
B.A., Economics, Business Studies
Sacred Heart Academy 2003 — 2007
Whitney Montgomery, Esq. Whitney Montgomery, Esq.'s Morgan Stanley Smith Barney Experience May 2010 - July 2010
Job Associate at McCarter & English, LLP
Industry Legal Services
Experience
McCarter & English, LLP August 2015 - Present
Morgan, Lewis & Bockius LLP October 2012 - August 2015
Mortgage Foreclosure & Bankruptcy Clinic, January 2012 - May 2012
ABA Law Student Division June 2011 - May 2012
United States District Court - Hon. Laura Taylor Swain September 2011 - December 2011
Morgan, Lewis & Bockius LLP May 2011 - August 2011
U.S. Securities & Exchange Commission January 2011 - April 2011
Financial Industry Regulatory Authority (FINRA), August 2010 - December 2010
Morgan Stanley Smith Barney May 2010 - July 2010
The New York Times Company June 2007 - August 2009
Education
Touro College Jacob D. Fuchsberg Law Center 2009 — 2012
JD, magna cum laude
Northeastern University 2001 — 2006
Bachelor of Science, Criminal Justice
South Shore Christian School
McCarter & English, LLP August 2015 - Present
Morgan, Lewis & Bockius LLP October 2012 - August 2015
Mortgage Foreclosure & Bankruptcy Clinic, January 2012 - May 2012
ABA Law Student Division June 2011 - May 2012
United States District Court - Hon. Laura Taylor Swain September 2011 - December 2011
Morgan, Lewis & Bockius LLP May 2011 - August 2011
U.S. Securities & Exchange Commission January 2011 - April 2011
Financial Industry Regulatory Authority (FINRA), August 2010 - December 2010
Morgan Stanley Smith Barney May 2010 - July 2010
The New York Times Company June 2007 - August 2009
Education
Touro College Jacob D. Fuchsberg Law Center 2009 — 2012
JD, magna cum laude
Northeastern University 2001 — 2006
Bachelor of Science, Criminal Justice
South Shore Christian School
Cathleen Ackley's Morgan Stanley Smith Barney Experience July 2010 - August 2012
Job Financial Solutions Advisor at Merrill Edge
Industry Financial Services
Experience
Merrill Edge August 2012 - Present
Morgan Stanley Smith Barney July 2010 - August 2012
Mazza Financial Group April 2007 - July 2010
Trendwest Resorts February 2006 - March 2007
Skills
Asset Allocation, Retirement Planning, Equities, Strategic Financial..., Finance, Asset Management, Investments, 401k Rollovers, Portfolio Management, Series 7, Mutual Funds, Wealth Management, Financial Services, Securities, Investment Advisory, Alternative Investments, 401k, Customer Service, Financial Analysis, Leadership, Management, Retirement, Credit, Financial Advisory
Education
Northern Illinois University 2000 — 2004
Bachelors of Fine Arts, Visual Communications with Full University Honors
Mother McAuley Liberal Arts High School 1996 — 2000
Merrill Edge August 2012 - Present
Morgan Stanley Smith Barney July 2010 - August 2012
Mazza Financial Group April 2007 - July 2010
Trendwest Resorts February 2006 - March 2007
Skills
Asset Allocation, Retirement Planning, Equities, Strategic Financial..., Finance, Asset Management, Investments, 401k Rollovers, Portfolio Management, Series 7, Mutual Funds, Wealth Management, Financial Services, Securities, Investment Advisory, Alternative Investments, 401k, Customer Service, Financial Analysis, Leadership, Management, Retirement, Credit, Financial Advisory
Education
Northern Illinois University 2000 — 2004
Bachelors of Fine Arts, Visual Communications with Full University Honors
Mother McAuley Liberal Arts High School 1996 — 2000
Brooke Weitz's Morgan Stanley Smith Barney Experience March 2009 - September 2009
Job Corporate Responsibility Professional
Industry Philanthropy
Experience
Genentech June 2014 - August 2014
Huron Consulting Group September 2011 - August 2013
Corporate Executive Board September 2010 - September 2011
The First Tee June 2007 - October 2009
Morgan Stanley Smith Barney March 2009 - September 2009
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Northwestern University 2006 — 2010
Bachelor of Arts
Queen Mary University of London 2008 — 2008
Genentech June 2014 - August 2014
Huron Consulting Group September 2011 - August 2013
Corporate Executive Board September 2010 - September 2011
The First Tee June 2007 - October 2009
Morgan Stanley Smith Barney March 2009 - September 2009
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (M.B.A.)
Northwestern University 2006 — 2010
Bachelor of Arts
Queen Mary University of London 2008 — 2008
Margot Bonner Margot Bonner's Morgan Stanley Smith Barney Experience June 2003 - August 2003
Job Marketing and Customer Analytics with DogVacay
Industry Internet
Experience
DogVacay October 2015 - Present
AlixPartners July 2014 - September 2015
Apple May 2013 - August 2013
Experian Hitwise August 2008 - July 2012
Experian Hitwise August 2008 - December 2009
Peace Corps September 2005 - December 2007
The Advisory Board Company March 2005 - August 2005
Morgan Stanley Smith Barney June 2003 - August 2003
Donna Karan June 2002 - August 2002
Salon.com 2002 - 2002
Skills
Analytics, Online Advertising, SEO, Email Marketing, Leadership, Marketing Strategy, SEM, Marketing, Web Analytics, Social Media, Strategy, Market Research, Data Analysis, Public Relations, Entrepreneurship, Analysis, Competitive Analysis, Google Analytics, Market Analysis, Digital Marketing, Digital Strategy, Lead Generation, Social Media Marketing, E-commerce, Online Marketing, Marketing Communications, Integrated Marketing, New Business Development, Digital Media, Business Development, Salesforce.com, Strategic Partnerships, Google Adwords, DoubleClick, Omniture
Education
USC Marshall School of Business 2012 — 2014
Master of Business Administration (MBA), Honors
Northwestern University 2000 — 2004
Bachelor of Arts (B.A.), History, with honors
Oundle School
DogVacay October 2015 - Present
AlixPartners July 2014 - September 2015
Apple May 2013 - August 2013
Experian Hitwise August 2008 - July 2012
Experian Hitwise August 2008 - December 2009
Peace Corps September 2005 - December 2007
The Advisory Board Company March 2005 - August 2005
Morgan Stanley Smith Barney June 2003 - August 2003
Donna Karan June 2002 - August 2002
Salon.com 2002 - 2002
Skills
Analytics, Online Advertising, SEO, Email Marketing, Leadership, Marketing Strategy, SEM, Marketing, Web Analytics, Social Media, Strategy, Market Research, Data Analysis, Public Relations, Entrepreneurship, Analysis, Competitive Analysis, Google Analytics, Market Analysis, Digital Marketing, Digital Strategy, Lead Generation, Social Media Marketing, E-commerce, Online Marketing, Marketing Communications, Integrated Marketing, New Business Development, Digital Media, Business Development, Salesforce.com, Strategic Partnerships, Google Adwords, DoubleClick, Omniture
Education
USC Marshall School of Business 2012 — 2014
Master of Business Administration (MBA), Honors
Northwestern University 2000 — 2004
Bachelor of Arts (B.A.), History, with honors
Oundle School
Fadi Findakly Fadi Findakly's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Senior Business Analyst at Actavis
Industry Pharmaceuticals
Experience
Allergan March 2015 - Present
Allergan December 2012 - March 2015
The Nielsen Company January 2011 - December 2012
Analytic Partners May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
SAS, Data Analysis, Quantitative Analytics, Statistical Modeling, Analytics, Statistics, Python, R, PostgreSQL, SQL, Mathematics, Linear Regression, Time Series Analysis, Logistic Regression, Quantitative Data, Big Data, Data Mining, Data Modeling, VBA/Excel, Predictive Analytics, Predictive Modeling, SAS Base, SAS Enterprise Guide, SAS E-Miner, SAS programming, Business Analytics, Matlab, SPSS, Microsoft Excel, Economics, Data Manipulation, Data Management, Minitab, Relational Databases, Pharmaceutical Industry
Education
Northwestern University 2014 — 2016
Master of Science (M.S.), Predictive Analytics, GPA: 4.00
Penn State University 2012 — 2014
Graduate Certificate, Applied Statistics, GPA: 3.97
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
Bachelor of Arts (B.A.), Mathematics & Economics
Allergan March 2015 - Present
Allergan December 2012 - March 2015
The Nielsen Company January 2011 - December 2012
Analytic Partners May 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
SAS, Data Analysis, Quantitative Analytics, Statistical Modeling, Analytics, Statistics, Python, R, PostgreSQL, SQL, Mathematics, Linear Regression, Time Series Analysis, Logistic Regression, Quantitative Data, Big Data, Data Mining, Data Modeling, VBA/Excel, Predictive Analytics, Predictive Modeling, SAS Base, SAS Enterprise Guide, SAS E-Miner, SAS programming, Business Analytics, Matlab, SPSS, Microsoft Excel, Economics, Data Manipulation, Data Management, Minitab, Relational Databases, Pharmaceutical Industry
Education
Northwestern University 2014 — 2016
Master of Science (M.S.), Predictive Analytics, GPA: 4.00
Penn State University 2012 — 2014
Graduate Certificate, Applied Statistics, GPA: 3.97
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2010
Bachelor of Arts (B.A.), Mathematics & Economics
Sandy Paray-Bhola's Morgan Stanley Smith Barney Experience 2007 - 2012
Job Manager QA Site Operations for Saks.com and SaksOff5th.com
Industry Financial Services
Experience
Saks Fifth Avenue May 2012 - Present
Morgan Stanley Smith Barney 2007 - 2012
Skills
Business Analysis, Customer Service, Microsoft Excel, Forecasting, Process Improvement, Quality Assurance, User Acceptance Testing, Quality Center, SharePoint, Testing, Test Management
Education
Polytechnic University 2006 — 2010
Bachelor's degree, Business and Technology Management
Saks Fifth Avenue May 2012 - Present
Morgan Stanley Smith Barney 2007 - 2012
Skills
Business Analysis, Customer Service, Microsoft Excel, Forecasting, Process Improvement, Quality Assurance, User Acceptance Testing, Quality Center, SharePoint, Testing, Test Management
Education
Polytechnic University 2006 — 2010
Bachelor's degree, Business and Technology Management
Donald D. Dalton's Morgan Stanley Smith Barney Experience April 2004 - June 2007
Job Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2012 - Present
Wells Fargo Advisors July 2007 - February 2012
Morgan Stanley Smith Barney April 2004 - June 2007
A.G. Edwards June 2001 - June 2004
Quick & Reilly 1998 - 2000
A.G. Edwards & Sons, Inc. September 1997 - September 1998
Education
Niagara University 1994 — 1998
Business Administration, Marketing
Schiller International University 1997 — 1997
International Business, Finance
Ameriprise Financial Services, Inc. February 2012 - Present
Wells Fargo Advisors July 2007 - February 2012
Morgan Stanley Smith Barney April 2004 - June 2007
A.G. Edwards June 2001 - June 2004
Quick & Reilly 1998 - 2000
A.G. Edwards & Sons, Inc. September 1997 - September 1998
Education
Niagara University 1994 — 1998
Business Administration, Marketing
Schiller International University 1997 — 1997
International Business, Finance
Oliver Ventura's Morgan Stanley Smith Barney Experience January 2012 - March 2012
Job Marketing Manager, Consumer Card Acquisition at American Express
Industry Financial Services
Experience
American Express August 2015 - Present
American Express April 2014 - July 2015
American Express July 2012 - April 2014
Morgan Stanley Smith Barney January 2012 - March 2012
Sheffield Haworth September 2011 - December 2011
Skills
Marketing Strategy, Research, Project Management, Microsoft Excel, Campaign Management, Digital Marketing, B2B Marketing, B2C Marketing, Email Marketing, Building Relationships, Strategy, Direct Marketing, Foreign Languages, PowerPoint, Analysis, Management, Leadership, Payments Marketing, Customer Segmentation..., Product Marketing, Sales Strategy
Education
New York University
Università di Bologna
American Express August 2015 - Present
American Express April 2014 - July 2015
American Express July 2012 - April 2014
Morgan Stanley Smith Barney January 2012 - March 2012
Sheffield Haworth September 2011 - December 2011
Skills
Marketing Strategy, Research, Project Management, Microsoft Excel, Campaign Management, Digital Marketing, B2B Marketing, B2C Marketing, Email Marketing, Building Relationships, Strategy, Direct Marketing, Foreign Languages, PowerPoint, Analysis, Management, Leadership, Payments Marketing, Customer Segmentation..., Product Marketing, Sales Strategy
Education
New York University
Università di Bologna
Briggs Elwell's Morgan Stanley Smith Barney Experience 2008 - 2009
Job COO at The Next Step Realty
Industry Real Estate
Experience
The Next Step Realty March 2015 - Present
Related Companies November 2013 - February 2015
Related June 2009 - November 2013
Morgan Stanley Smith Barney 2008 - 2009
Michael Werdiger Inc. 2007 - 2008
Skills
Real Estate Economics, Real Estate Development, Real Estate, Property Management, Real Estate Transactions, Management, Investment Properties, Leases, Commercial Real Estate, Disposition, Marketing, Apartments, Tenant, Lease Administration, Residential Homes, Rentals, Sales, Business Development, Strategic Partnerships, Contract Negotiation, Asset Management, Dispositions
Education
Saint Georges School 2003 — 2006
High School
Greenwich Country Day School 1992 — 2002
New York University
Undergrad, Real Estate
The Next Step Realty March 2015 - Present
Related Companies November 2013 - February 2015
Related June 2009 - November 2013
Morgan Stanley Smith Barney 2008 - 2009
Michael Werdiger Inc. 2007 - 2008
Skills
Real Estate Economics, Real Estate Development, Real Estate, Property Management, Real Estate Transactions, Management, Investment Properties, Leases, Commercial Real Estate, Disposition, Marketing, Apartments, Tenant, Lease Administration, Residential Homes, Rentals, Sales, Business Development, Strategic Partnerships, Contract Negotiation, Asset Management, Dispositions
Education
Saint Georges School 2003 — 2006
High School
Greenwich Country Day School 1992 — 2002
New York University
Undergrad, Real Estate
Erica Scola Erica Scola's Morgan Stanley Smith Barney Experience September 2010 - December 2010
Job Associate Underwriter at Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance July 2012 - Present
THL Credit, Inc. January 2011 - June 2011
Morgan Stanley Smith Barney September 2010 - December 2010
Skills
LBO, Alternative Investments, Portfolio Management, Bloomberg, Financial Analysis, Investments, Finance, Fixed Income, Business Analysis, Series 7, Microsoft Excel, CRM, Capital Markets, Financial Modeling, Corporate Finance, Strategic Financial..., Banking, Equities, Credit Analysis, Loans, Underwriting
Education
Northeastern University 2008 — 2012
B.S., Finance
Worcester Academy
Wells Fargo Capital Finance July 2012 - Present
THL Credit, Inc. January 2011 - June 2011
Morgan Stanley Smith Barney September 2010 - December 2010
Skills
LBO, Alternative Investments, Portfolio Management, Bloomberg, Financial Analysis, Investments, Finance, Fixed Income, Business Analysis, Series 7, Microsoft Excel, CRM, Capital Markets, Financial Modeling, Corporate Finance, Strategic Financial..., Banking, Equities, Credit Analysis, Loans, Underwriting
Education
Northeastern University 2008 — 2012
B.S., Finance
Worcester Academy
Jason Atwater, CFP® Jason Atwater, CFP®'s Morgan Stanley Smith Barney Experience October 2011 - August 2012
Job Shoreline Financial Advisors, LLC
Industry Financial Services
Experience
Shoreline Financial Advisors, LLC August 2012 - Present
Morgan Stanley Smith Barney October 2011 - August 2012
[x+1] June 2009 - June 2011
MMA April 2007 - June 2009
Factset Research Systems January 2006 - April 2007
Acumen Partners LLC June 2002 - December 2005
Skills
Financial Services, Investment Management, Series 7, Business Analysis, Financial Advisory, Financial Analysis, Salesforce.com, Portfolio Management, Equity Research, Insurance, Digital Media, Factset, Bloomberg Terminal, Series 66, Thomson One, Process Management, Project Delivery, Client Service, Process Consulting, Marketing Mix Modeling, Account Management, Tamarac, Junxure, Money Guide Pro
Education
Northwestern University
Certificate in Financial Planning
University of Connecticut 1998 — 2002
BS, Finance
Shoreline Financial Advisors, LLC August 2012 - Present
Morgan Stanley Smith Barney October 2011 - August 2012
[x+1] June 2009 - June 2011
MMA April 2007 - June 2009
Factset Research Systems January 2006 - April 2007
Acumen Partners LLC June 2002 - December 2005
Skills
Financial Services, Investment Management, Series 7, Business Analysis, Financial Advisory, Financial Analysis, Salesforce.com, Portfolio Management, Equity Research, Insurance, Digital Media, Factset, Bloomberg Terminal, Series 66, Thomson One, Process Management, Project Delivery, Client Service, Process Consulting, Marketing Mix Modeling, Account Management, Tamarac, Junxure, Money Guide Pro
Education
Northwestern University
Certificate in Financial Planning
University of Connecticut 1998 — 2002
BS, Finance
Preston Raymond, CFA Preston Raymond, CFA's Morgan Stanley Smith Barney Experience May 2008 - January 2011
Job Trader at Income Research & Management
Industry Financial Services
Experience
Income Research & Management January 2011 - Present
Morgan Stanley Smith Barney May 2008 - January 2011
Bear Stearns & Co June 2007 - May 2008
Brown Brothers Harriman August 2005 - June 2007
Education
Northeastern University 2000 — 2005
BSBA, Finance
Income Research & Management January 2011 - Present
Morgan Stanley Smith Barney May 2008 - January 2011
Bear Stearns & Co June 2007 - May 2008
Brown Brothers Harriman August 2005 - June 2007
Education
Northeastern University 2000 — 2005
BSBA, Finance
Gregory Davidson's Morgan Stanley Smith Barney Experience June 2010 - December 2010
Job Head of Sales at WayUp (Formerly Campus Job)
Industry Internet
Experience
WayUp (Formerly Campus Job) January 2015 - Present
Krossover Intelligence April 2013 - March 2015
Elastic, Inc. September 2012 - September 2013
Northwestern Mutual August 2011 - November 2012
Morgan Stanley Smith Barney June 2010 - December 2010
Agency 212 June 2009 - December 2009
Credit Suisse May 2008 - December 2008
CB Richard Ellis May 2007 - August 2007
Skills
Marketing, Competitive Analysis, Market Research, Equities, Financial Analysis, Sales, Sales Management, Android, Sales Process, Entrepreneurship, Investments, Real Estate, Strategy, Start-ups, Finance, SaaS, Management, CRM, Social Media, Marketing Strategy, Social Networking, Enterprise Software, Business Development, Cold Calling, Recruiting, Account Management, Salesforce.com, Strategic Partnerships, New Business Development
Education
Northeastern University 2006 — 2011
BS, Sociology
WayUp (Formerly Campus Job) January 2015 - Present
Krossover Intelligence April 2013 - March 2015
Elastic, Inc. September 2012 - September 2013
Northwestern Mutual August 2011 - November 2012
Morgan Stanley Smith Barney June 2010 - December 2010
Agency 212 June 2009 - December 2009
Credit Suisse May 2008 - December 2008
CB Richard Ellis May 2007 - August 2007
Skills
Marketing, Competitive Analysis, Market Research, Equities, Financial Analysis, Sales, Sales Management, Android, Sales Process, Entrepreneurship, Investments, Real Estate, Strategy, Start-ups, Finance, SaaS, Management, CRM, Social Media, Marketing Strategy, Social Networking, Enterprise Software, Business Development, Cold Calling, Recruiting, Account Management, Salesforce.com, Strategic Partnerships, New Business Development
Education
Northeastern University 2006 — 2011
BS, Sociology
Selena Luton Selena Luton's Morgan Stanley Smith Barney Experience April 2006 - Present
Job HR Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2006 - Present
PwC January 2002 - March 2006
Skills
Human Resources, HR Consulting, Strategic HR, Project Management, Business Process...
Education
New York University 1998 — 2002
Master of Business Administration (M.B.A.), Human Resources Management and Services
Morgan Stanley Smith Barney April 2006 - Present
PwC January 2002 - March 2006
Skills
Human Resources, HR Consulting, Strategic HR, Project Management, Business Process...
Education
New York University 1998 — 2002
Master of Business Administration (M.B.A.), Human Resources Management and Services
Bill Peyton's Morgan Stanley Smith Barney Experience July 2011 - August 2012
Job Vice President PIA Program Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2012 - Present
Morgan Stanley Smith Barney July 2011 - August 2012
Morgan Stanley January 2008 - July 2011
Morgan Stanley September 2002 - January 2008
NDB 1998 - 2000
Skills
Separately Managed..., Overlay Trading and..., Unified Managed Acounts, Manager On-Boarding, Business Relationship..., Client Service, Capital Markets, Trading, Advisory, Rep as PM Trainer, Mutual Funds, Exchange Traded Funds, Fixed Income Trading, Fixed Income Products, Program Management, Program Development, Sales Support, Series 7, Securities, Portfolio Management, Investment Advisory, Customer Relations, Managed Accounts, Fixed Income, Series 63, Alternative Investments, Wealth Management, Equities, Investments, Options, Bloomberg, Asset Allocation, Bonds, Asset Management, Risk Management, Investment Strategies, Series 24, Trading Systems, Product Development, Excel, Retirement, FINRA, SMA
Education
Niagara University 1989 — 1994
Bachelor of Arts, Sociology
Merrill Lynch August 2012 - Present
Morgan Stanley Smith Barney July 2011 - August 2012
Morgan Stanley January 2008 - July 2011
Morgan Stanley September 2002 - January 2008
NDB 1998 - 2000
Skills
Separately Managed..., Overlay Trading and..., Unified Managed Acounts, Manager On-Boarding, Business Relationship..., Client Service, Capital Markets, Trading, Advisory, Rep as PM Trainer, Mutual Funds, Exchange Traded Funds, Fixed Income Trading, Fixed Income Products, Program Management, Program Development, Sales Support, Series 7, Securities, Portfolio Management, Investment Advisory, Customer Relations, Managed Accounts, Fixed Income, Series 63, Alternative Investments, Wealth Management, Equities, Investments, Options, Bloomberg, Asset Allocation, Bonds, Asset Management, Risk Management, Investment Strategies, Series 24, Trading Systems, Product Development, Excel, Retirement, FINRA, SMA
Education
Niagara University 1989 — 1994
Bachelor of Arts, Sociology
HOWARD MATSON HOWARD MATSON's Morgan Stanley Smith Barney Experience December 1993 - March 2008
Job SENIOR VICE PRESIDENT INVESTMENTS at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC March 2008 - Present
Morgan Stanley Smith Barney December 1993 - March 2008
Skills
Investments, Finance, Investment Strategies, Municipal Bonds, Wealth Preservation..., Seniors, Asset Allocation, Equities, Mutual Funds, IRAs and IRA ROLLOVERS, SENIOR CITIZENS
Education
New York University 1975 — 1977
Master's degree, HISTORY - MEDIEVAL STUDIES
University of Miami
Bachelor of Arts (B.A.), Psychology/History
Wells Fargo Advisors, LLC March 2008 - Present
Morgan Stanley Smith Barney December 1993 - March 2008
Skills
Investments, Finance, Investment Strategies, Municipal Bonds, Wealth Preservation..., Seniors, Asset Allocation, Equities, Mutual Funds, IRAs and IRA ROLLOVERS, SENIOR CITIZENS
Education
New York University 1975 — 1977
Master's degree, HISTORY - MEDIEVAL STUDIES
University of Miami
Bachelor of Arts (B.A.), Psychology/History
Alberto A. Ocana, PMP Alberto A. Ocana, PMP's Morgan Stanley Smith Barney Experience February 2012 - October 2012
Job Director, Project & Program Management at AO & Associates
Industry Financial Services
Experience
MetLife February 2013 - Present
AO & Associates May 2010 - Present
310WEST July 2010 - January 2013
Morgan Stanley Smith Barney February 2012 - October 2012
Credit Suisse February 2011 - August 2011
The Guardian Life Insurance Company of America March 2006 - June 2010
BUSINESSEDGE SOLUTIONS - EMC Consulting Division March 2003 - November 2005
Merrill Lynch 2004 - 2005
JP Morgan Chase 2003 - 2005
Bank of America 2003 - 2004
Skills
PMO, CMMI, Change Management, Six Sigma, Business Process..., CMM, Relationship Management, Project Portfolio..., Program Management, SDLC, PMP, Vendor Management, ITIL, CRM, Strategy, Cross-functional Team..., Mergers & Acquisitions, Compliance, Dodd-Frank, International M&A, Management, Project Management, Analysis, Leadership, Business Process..., Team Building, Strategic Planning, Business Process, Business Analysis
Education
Northeastern University 1991 — 1995
BSBA, Management
Colegio Javier
The George Washington University
Project Management
MetLife February 2013 - Present
AO & Associates May 2010 - Present
310WEST July 2010 - January 2013
Morgan Stanley Smith Barney February 2012 - October 2012
Credit Suisse February 2011 - August 2011
The Guardian Life Insurance Company of America March 2006 - June 2010
BUSINESSEDGE SOLUTIONS - EMC Consulting Division March 2003 - November 2005
Merrill Lynch 2004 - 2005
JP Morgan Chase 2003 - 2005
Bank of America 2003 - 2004
Skills
PMO, CMMI, Change Management, Six Sigma, Business Process..., CMM, Relationship Management, Project Portfolio..., Program Management, SDLC, PMP, Vendor Management, ITIL, CRM, Strategy, Cross-functional Team..., Mergers & Acquisitions, Compliance, Dodd-Frank, International M&A, Management, Project Management, Analysis, Leadership, Business Process..., Team Building, Strategic Planning, Business Process, Business Analysis
Education
Northeastern University 1991 — 1995
BSBA, Management
Colegio Javier
The George Washington University
Project Management
Brandon Hebert, CPWA® Brandon Hebert, CPWA®'s Morgan Stanley Smith Barney Experience August 2009 - May 2012
Job Financial Advisor at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. May 2012 - Present
Morgan Stanley Smith Barney August 2009 - May 2012
Skills
Financial Plan..., Wealth Management, Portfolio Management, Business Succession..., Financial Plan Goal...
Education
Northern Arizona University 2004 — 2008
B.A.I.L.S., Organizational Communications
UBS Financial Services Inc. May 2012 - Present
Morgan Stanley Smith Barney August 2009 - May 2012
Skills
Financial Plan..., Wealth Management, Portfolio Management, Business Succession..., Financial Plan Goal...
Education
Northern Arizona University 2004 — 2008
B.A.I.L.S., Organizational Communications
Michelle D. Lloyd Michelle D. Lloyd's Morgan Stanley Smith Barney Experience January 1998 - January 2001
Job Chairman & CEO of Lloyd Recovery Services, Inc. & Lloyd Auditing and Consulting
Industry Financial Services
Experience
Lloyd Recovery Services, Inc. & Lloyd Auditing and Consulting August 2004 - Present
MASSMUTUAL January 2006 - August 2009
MassMutual Financial Group 2006 - 2009
JPMorgan Chase January 2001 - January 2004
Morgan Stanley Smith Barney January 1998 - January 2001
AMERICAN EXPRESS FINANCIAL ADVISORS, INC January 1994 - January 1998
Education
Northcentral University 2008 — 2011
PhD, Business Administration
Fontbonne University 1989 — 1991
Master, Business Administration
University of Central Missouri 1985 — 1989
Bachelor of Science, Business Management
University of Central Missouri 1985 — 1989
BS, Business Management
Lloyd Recovery Services, Inc. & Lloyd Auditing and Consulting August 2004 - Present
MASSMUTUAL January 2006 - August 2009
MassMutual Financial Group 2006 - 2009
JPMorgan Chase January 2001 - January 2004
Morgan Stanley Smith Barney January 1998 - January 2001
AMERICAN EXPRESS FINANCIAL ADVISORS, INC January 1994 - January 1998
Education
Northcentral University 2008 — 2011
PhD, Business Administration
Fontbonne University 1989 — 1991
Master, Business Administration
University of Central Missouri 1985 — 1989
Bachelor of Science, Business Management
University of Central Missouri 1985 — 1989
BS, Business Management
Jenna Luck's Morgan Stanley Smith Barney Experience July 2007 - April 2009
Job PMO Sr. Consultant on Bank of America Project
Industry Management Consulting
Experience
Signature Consultants April 2015 - Present
Bank of America - Global Liquidity Risk Managment June 2014 - January 2015
Signature Consultants March 2013 - June 2014
Capital Guardian LLC August 2010 - October 2012
Capital Guardian LLC April 2009 - August 2010
Morgan Stanley Smith Barney July 2007 - April 2009
Skills
Series 7, Microsoft Office, Project Management, Process Optimization, Problem Solving, Operations Management, Strategic Planning, Microsoft Sharepoint, Close Attention to..., Multitasking Skills, Marketing, Sales, Customer Service, SharePoint, Asset Managment, Organizing, Event Planning, Budget Management, Vendor Relationships, Asset Management, FINRA, Wealth Management, Human Resources, Financial Services, Financial Advisory, Budgets, Mergers & Acquisitions, Finance
Education
North Carolina State University - College of Management 2002 — 2006
Accounting, Financial Analysis Concentration
Signature Consultants April 2015 - Present
Bank of America - Global Liquidity Risk Managment June 2014 - January 2015
Signature Consultants March 2013 - June 2014
Capital Guardian LLC August 2010 - October 2012
Capital Guardian LLC April 2009 - August 2010
Morgan Stanley Smith Barney July 2007 - April 2009
Skills
Series 7, Microsoft Office, Project Management, Process Optimization, Problem Solving, Operations Management, Strategic Planning, Microsoft Sharepoint, Close Attention to..., Multitasking Skills, Marketing, Sales, Customer Service, SharePoint, Asset Managment, Organizing, Event Planning, Budget Management, Vendor Relationships, Asset Management, FINRA, Wealth Management, Human Resources, Financial Services, Financial Advisory, Budgets, Mergers & Acquisitions, Finance
Education
North Carolina State University - College of Management 2002 — 2006
Accounting, Financial Analysis Concentration
Stacy Starl Jurich Stacy Starl Jurich's Morgan Stanley Smith Barney Experience July 2008 - December 2012
Job Client Service Associate
Industry Financial Services
Experience
J.P. Morgan February 2013 - Present
J.P. Morgan Securities LLC January 2012 - January 2013
Morgan Stanley Smith Barney July 2008 - December 2012
Morgan Stanley Smith Barney November 2007 - June 2008
Education
North Central College 2004 — 2008
B.A., Marketing & Organizational Communications
J.P. Morgan February 2013 - Present
J.P. Morgan Securities LLC January 2012 - January 2013
Morgan Stanley Smith Barney July 2008 - December 2012
Morgan Stanley Smith Barney November 2007 - June 2008
Education
North Central College 2004 — 2008
B.A., Marketing & Organizational Communications
Pamela Mazarr Teska Pamela Mazarr Teska's Morgan Stanley Smith Barney Experience 1992 - 1995
Job Account Executive at RPh on the Go
Industry Staffing and Recruiting
Experience
RPh on the Go September 2011 - Present
American Girl Boutique January 2005 - December 2011
Coldwell Banker January 1998 - January 2005
CNA Insurance Co January 1995 - January 1998
Smith Barney January 1992 - January 1995
Morgan Stanley Smith Barney 1992 - 1995
Communispond January 1990 - January 1992
Carol Knott Interiors January 1986 - January 1990
Education
Northwestern University
Double Major; Business & Psychology
RPh on the Go September 2011 - Present
American Girl Boutique January 2005 - December 2011
Coldwell Banker January 1998 - January 2005
CNA Insurance Co January 1995 - January 1998
Smith Barney January 1992 - January 1995
Morgan Stanley Smith Barney 1992 - 1995
Communispond January 1990 - January 1992
Carol Knott Interiors January 1986 - January 1990
Education
Northwestern University
Double Major; Business & Psychology
Alex Benenson Alex Benenson's Morgan Stanley Smith Barney Experience November 2008 - April 2014
Job
Industry Financial Services
Experience
Lab49 April 2014 - Present
Morgan Stanley Smith Barney November 2008 - April 2014
Lehman Brothers November 2005 - October 2008
Time Inc. January 2000 - November 2005
Uni-Mail List Corporation August 1996 - January 2000
Skills
Sybase, Flex, Spring, Java Enterprise Edition, SOA, Java, HTML, Enterprise Architecture, Software Development, JavaScript, ActionScript, Java Concurrency, Java Performance, SQL, Application Architecture, Team Leadership, Hands-on Technical..., XML, Hibernate, JSON-RPC, LoadRunner, Distributed Systems, Service Oriented..., Equities, Spring Framework
Education
New York University 1990 — 1993
BA
Peter the Great St.Petersburg Polytechnic University 1986 — 1987
Lab49 April 2014 - Present
Morgan Stanley Smith Barney November 2008 - April 2014
Lehman Brothers November 2005 - October 2008
Time Inc. January 2000 - November 2005
Uni-Mail List Corporation August 1996 - January 2000
Skills
Sybase, Flex, Spring, Java Enterprise Edition, SOA, Java, HTML, Enterprise Architecture, Software Development, JavaScript, ActionScript, Java Concurrency, Java Performance, SQL, Application Architecture, Team Leadership, Hands-on Technical..., XML, Hibernate, JSON-RPC, LoadRunner, Distributed Systems, Service Oriented..., Equities, Spring Framework
Education
New York University 1990 — 1993
BA
Peter the Great St.Petersburg Polytechnic University 1986 — 1987
Vis Kumar Vis Kumar's Morgan Stanley Smith Barney Experience 2009 - 2013
Job GWM Information Strategy & Data Management
Industry Financial Services
Experience
PIMCO 2013 - Present
Morgan Stanley Smith Barney 2009 - 2013
Citigroup Global Markets Inc. 2008 - 2009
Citigroup Global Markets Inc. 1998 - 2007
Salomon Smith Barney 1993 - 1998
Shearson Lehman Brothers 1988 - 1993
Drexel Burnham Lambert 1986 - 1988
Skills
Mutual Funds, Alternative Investments, Annuities, Brokerage, Fixed Annuities, 529 Plans, Fixed Income, Back Office, Relationship Management, Investments, Asset Allocation, Project Management, Middle Office, Retirement Planning, Asset Management, Business Analysis, Risk Management, Program Management, Securities, Equities, 401k, Portfolio Management, Bonds, Financial Services, Financial Risk, Trading Systems, Wealth Management, Insurance, Investment Advisory, Investment Management, Management, Financial Markets, Trading, Banking, Finance, Financial Advisory, Budgets, Retirement
Education
College of Engineering, Madras
B.S, Engineering
New York University
IT
PIMCO 2013 - Present
Morgan Stanley Smith Barney 2009 - 2013
Citigroup Global Markets Inc. 2008 - 2009
Citigroup Global Markets Inc. 1998 - 2007
Salomon Smith Barney 1993 - 1998
Shearson Lehman Brothers 1988 - 1993
Drexel Burnham Lambert 1986 - 1988
Skills
Mutual Funds, Alternative Investments, Annuities, Brokerage, Fixed Annuities, 529 Plans, Fixed Income, Back Office, Relationship Management, Investments, Asset Allocation, Project Management, Middle Office, Retirement Planning, Asset Management, Business Analysis, Risk Management, Program Management, Securities, Equities, 401k, Portfolio Management, Bonds, Financial Services, Financial Risk, Trading Systems, Wealth Management, Insurance, Investment Advisory, Investment Management, Management, Financial Markets, Trading, Banking, Finance, Financial Advisory, Budgets, Retirement
Education
College of Engineering, Madras
B.S, Engineering
New York University
IT
Anthony Leonette Anthony Leonette's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Production Assistant at Various Production Companies
Industry Motion Pictures and Film
Experience
Various Production Companies April 2015 - Present
Duke Energy Corporation July 2013 - April 2015
KPMG October 2011 - June 2013
Morgan Stanley Smith Barney May 2010 - August 2010
Morgan Stanley Private Wealth Management May 2010 - August 2010
Skills
Accounting, Auditing, Account Reconciliation, General Ledger, Cash Flow, Internal Controls, Peachtree, CPA, GAAP, US GAAP, Microsoft Excel
Education
North Carolina State University 2010 — 2011
Masters of Accounting, Accounting
West Virginia University 2006 — 2010
Bachelor of Science in Business Administration, Accounting
Various Production Companies April 2015 - Present
Duke Energy Corporation July 2013 - April 2015
KPMG October 2011 - June 2013
Morgan Stanley Smith Barney May 2010 - August 2010
Morgan Stanley Private Wealth Management May 2010 - August 2010
Skills
Accounting, Auditing, Account Reconciliation, General Ledger, Cash Flow, Internal Controls, Peachtree, CPA, GAAP, US GAAP, Microsoft Excel
Education
North Carolina State University 2010 — 2011
Masters of Accounting, Accounting
West Virginia University 2006 — 2010
Bachelor of Science in Business Administration, Accounting
Catherine Biagi's Morgan Stanley Smith Barney Experience January 1997 - June 2006
Job Project Coordinator at Skender Construction
Industry Construction
Experience
Skender Construction November 2014 - Present
Ashland Propane June 2006 - October 2014
Morgan Stanley Smith Barney January 1997 - June 2006
Skills
Management, Payroll, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Social Media, Bookkeeping, General Ledger, Invoicing, Organization, Office Administration, Office Management, Project Management, Project Coordination, Research, Budgets, Social Networking, Inventory Management
Education
Northern Illinois University 2001 — 2003
Bachelor of Science, Marketing
Skender Construction November 2014 - Present
Ashland Propane June 2006 - October 2014
Morgan Stanley Smith Barney January 1997 - June 2006
Skills
Management, Payroll, PowerPoint, Customer Service, Microsoft Office, Microsoft Excel, Social Media, Bookkeeping, General Ledger, Invoicing, Organization, Office Administration, Office Management, Project Management, Project Coordination, Research, Budgets, Social Networking, Inventory Management
Education
Northern Illinois University 2001 — 2003
Bachelor of Science, Marketing
Linda Curtin Linda Curtin's Morgan Stanley Smith Barney Experience January 2005 - June 2005
Job Public Relations Coordinator at Casey Hotel Group
Industry Public Relations and Communications
Experience
Casey Hotel Group August 2011 - Present
Silhouette Boutique January 2010 - September 2011
Suburban Soul Boutique September 2010 - February 2011
Morgan Stanley Smith Barney January 2005 - June 2005
Appropriate Balance Financial Services January 2004 - December 2004
ATZ INC. January 2001 - January 2002
Nordstrom January 1994 - January 1995
Boeing January 1986 - January 1990
Doug Fox Travel Agency January 1983 - January 1986
Raging River Group Home January 1981 - January 1982
Skills
Public Relations...
Education
Doug Fox Travel Institute 1982 — 1982
Certification, Travel Consultant
Northwest Nazarene University 1977 — 1981
BA, Social Work
Casey Hotel Group August 2011 - Present
Silhouette Boutique January 2010 - September 2011
Suburban Soul Boutique September 2010 - February 2011
Morgan Stanley Smith Barney January 2005 - June 2005
Appropriate Balance Financial Services January 2004 - December 2004
ATZ INC. January 2001 - January 2002
Nordstrom January 1994 - January 1995
Boeing January 1986 - January 1990
Doug Fox Travel Agency January 1983 - January 1986
Raging River Group Home January 1981 - January 1982
Skills
Public Relations...
Education
Doug Fox Travel Institute 1982 — 1982
Certification, Travel Consultant
Northwest Nazarene University 1977 — 1981
BA, Social Work
Remy Mars's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Strategic Analyst of Revenue Planning and Strategy
Industry Airlines/Aviation
Experience
United Airlines November 2014 - Present
United Airlines May 2013 - November 2014
United Airlines July 2010 - April 2013
Altair Advisers December 2009 - March 2010
MAC Property Management June 2009 - September 2009
Morgan Stanley Smith Barney June 2009 - August 2009
Harris Alternatives May 2008 - September 2008
Vincent Partners June 2007 - August 2007
Skills
Analysis, Analytics, Competitive Analysis, Data Analysis, Market Research, Marketing, Pricing, Pricing Strategy, Segmentation, Strategy, Market Analysis
Education
Northwestern University 2006 — 2010
United Airlines November 2014 - Present
United Airlines May 2013 - November 2014
United Airlines July 2010 - April 2013
Altair Advisers December 2009 - March 2010
MAC Property Management June 2009 - September 2009
Morgan Stanley Smith Barney June 2009 - August 2009
Harris Alternatives May 2008 - September 2008
Vincent Partners June 2007 - August 2007
Skills
Analysis, Analytics, Competitive Analysis, Data Analysis, Market Research, Marketing, Pricing, Pricing Strategy, Segmentation, Strategy, Market Analysis
Education
Northwestern University 2006 — 2010
Dewan Choudhury Dewan Choudhury's Morgan Stanley Smith Barney Experience May 2008 - July 2009
Job Banking Professional
Industry Banking
Experience
Bank of America 2012 - 2013
TAC Worldwide 2010 - 2011
Morgan Stanley Smith Barney May 2008 - July 2009
Ogilvy & Mather January 2008 - May 2008
Lehman Brothers July 2006 - December 2007
Moody's Investors Service February 2006 - May 2006
Citigroup November 2005 - February 2006
JPMorgan May 2005 - November 2005
Morgan Stanley May 2004 - May 2005
THE TOKYO MARINE & FIRE INSURANCE CO., NYC November 2003 - May 2004
Skills
Visio, Business Objects, Cognos, Crystal Reports, SAS, Oracle 9i, Project Management, SAP, FUP, SCF, TMF, Peruse, TACL, NetMon, Business Analysis, Database Administration, Business Intelligence, SharePoint, VBA, PeopleSoft, Requirements Analysis, Access, SQL, Banking, MS Project, Finance, Databases, Production Support
Education
University of Chittagong 1982 — 1987
Bachelor Of Science, Sciences
New York University
EMBA
Queens College
Continuing Education on Information Systems
Bank of America 2012 - 2013
TAC Worldwide 2010 - 2011
Morgan Stanley Smith Barney May 2008 - July 2009
Ogilvy & Mather January 2008 - May 2008
Lehman Brothers July 2006 - December 2007
Moody's Investors Service February 2006 - May 2006
Citigroup November 2005 - February 2006
JPMorgan May 2005 - November 2005
Morgan Stanley May 2004 - May 2005
THE TOKYO MARINE & FIRE INSURANCE CO., NYC November 2003 - May 2004
Skills
Visio, Business Objects, Cognos, Crystal Reports, SAS, Oracle 9i, Project Management, SAP, FUP, SCF, TMF, Peruse, TACL, NetMon, Business Analysis, Database Administration, Business Intelligence, SharePoint, VBA, PeopleSoft, Requirements Analysis, Access, SQL, Banking, MS Project, Finance, Databases, Production Support
Education
University of Chittagong 1982 — 1987
Bachelor Of Science, Sciences
New York University
EMBA
Queens College
Continuing Education on Information Systems
TIMOTHY JOHN TUCKER, MBA's Morgan Stanley Smith Barney Experience September 2010 - August 2011
Job Strategic Planning through Market Research and Tech Commercialization
Industry Information Technology and Services
Experience
Cisco May 2014 - September 2015
AXA Advisors, LLC February 2013 - March 2014
VALIC September 2011 - February 2013
Morgan Stanley Smith Barney September 2010 - August 2011
Small Business & Technology Development Center June 2009 - November 2009
North Carolina State University July 2008 - June 2009
Duke University January 1999 - October 2008
Skills
Investments, Strategic Financial..., Data Analysis, Start-ups, Leadership, Market Analysis, Financial Analysis, Business Development, Analysis, Entrepreneurship, Business Planning, Strategic Planning, Process Improvement, CRM, Business Analysis, Finance, Wealth, Marketing Strategy, Sales, Direct Sales, biomedical research, Strategic Marketing..., Guerilla Marketing
Education
North Carolina State University - College of Management 2006 — 2009
Master of Business Administration (MBA), BioScience Mgt * Technology Entrepreneurship & Commercialization (TEC)
North Carolina State University
Bachelor of Science (BS), Biological Sciences
Cisco May 2014 - September 2015
AXA Advisors, LLC February 2013 - March 2014
VALIC September 2011 - February 2013
Morgan Stanley Smith Barney September 2010 - August 2011
Small Business & Technology Development Center June 2009 - November 2009
North Carolina State University July 2008 - June 2009
Duke University January 1999 - October 2008
Skills
Investments, Strategic Financial..., Data Analysis, Start-ups, Leadership, Market Analysis, Financial Analysis, Business Development, Analysis, Entrepreneurship, Business Planning, Strategic Planning, Process Improvement, CRM, Business Analysis, Finance, Wealth, Marketing Strategy, Sales, Direct Sales, biomedical research, Strategic Marketing..., Guerilla Marketing
Education
North Carolina State University - College of Management 2006 — 2009
Master of Business Administration (MBA), BioScience Mgt * Technology Entrepreneurship & Commercialization (TEC)
North Carolina State University
Bachelor of Science (BS), Biological Sciences
Victoria E. Azpurua's Morgan Stanley Smith Barney Experience July 1998 - November 2012
Job Vice President of Investments at Raymond James (Financial Advisor Planner)
Industry Financial Services
Experience
Raymond James & Associates October 2012 - Present
Morgan Stanley Smith Barney July 1998 - November 2012
Venezuelan American Chamber of Commerce 2002 - 2003
Raymond James & Associates July 1995 - July 1998
Banex Mercado de Capitales October 1991 - December 1993
Skills
Investment Strategies, Corporate Finance, Hedge Funds, Private Equity, Financial Analysis, Financial Services, Banking, Due Diligence, Financial Markets, Estate Planning, Retirement, Risk Management, Investment Banking, Mergers & Acquisitions, Valuation, Fixed Annuities, Bloomberg, Business Planning, Insurance, Private Banking
Education
New York University 1994 — 1994
Financial Management
Universidad Católica Andrés Bello 1985 — 1990
JD, Attorney - JD
Colegio Los Arrayanes 1983 — 1985
Academia Merici
Raymond James & Associates October 2012 - Present
Morgan Stanley Smith Barney July 1998 - November 2012
Venezuelan American Chamber of Commerce 2002 - 2003
Raymond James & Associates July 1995 - July 1998
Banex Mercado de Capitales October 1991 - December 1993
Skills
Investment Strategies, Corporate Finance, Hedge Funds, Private Equity, Financial Analysis, Financial Services, Banking, Due Diligence, Financial Markets, Estate Planning, Retirement, Risk Management, Investment Banking, Mergers & Acquisitions, Valuation, Fixed Annuities, Bloomberg, Business Planning, Insurance, Private Banking
Education
New York University 1994 — 1994
Financial Management
Universidad Católica Andrés Bello 1985 — 1990
JD, Attorney - JD
Colegio Los Arrayanes 1983 — 1985
Academia Merici
Jason Krumm's Morgan Stanley Smith Barney Experience 2006 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2006 - Present
Citigroup Smith Barney 2006 - Present
Addison 2004 - 2006
marchFIRST 2000 - 2001
Frankfurt balkind 1999 - 2001
Bright Sun Consulting 1997 - 1999
Skills
Financial Services, Business Analysis, Relationship Management, Banking, Project Management, Process Improvement
Education
Northwestern University 1994 — 1995
MS, Integrated Marketing Communications
Northwestern University 1991 — 1994
BS, Communication Studies
Morgan Stanley Smith Barney 2006 - Present
Citigroup Smith Barney 2006 - Present
Addison 2004 - 2006
marchFIRST 2000 - 2001
Frankfurt balkind 1999 - 2001
Bright Sun Consulting 1997 - 1999
Skills
Financial Services, Business Analysis, Relationship Management, Banking, Project Management, Process Improvement
Education
Northwestern University 1994 — 1995
MS, Integrated Marketing Communications
Northwestern University 1991 — 1994
BS, Communication Studies
Anirudh Khandadai's Morgan Stanley Smith Barney Experience June 2004 - August 2004
Job
Industry Food & Beverages
Experience
US Foods July 2010 - March 2013
Nielsen Business Consulting Services December 2009 - June 2010
Diamond Management & Technology Consultants August 2005 - December 2008
Morgan Stanley Smith Barney June 2004 - August 2004
Skills
Management Consulting, Segmentation, Analytics, Business Analytics, Data Mining, Predictive Modeling, Consumer Insights, Strategy Development, Data Analysis, Program Management, Team Management, Change Management, Customer Segmentation...
Education
Northwestern University 2001 — 2005
B.A., Economics, Political Science
US Foods July 2010 - March 2013
Nielsen Business Consulting Services December 2009 - June 2010
Diamond Management & Technology Consultants August 2005 - December 2008
Morgan Stanley Smith Barney June 2004 - August 2004
Skills
Management Consulting, Segmentation, Analytics, Business Analytics, Data Mining, Predictive Modeling, Consumer Insights, Strategy Development, Data Analysis, Program Management, Team Management, Change Management, Customer Segmentation...
Education
Northwestern University 2001 — 2005
B.A., Economics, Political Science
Tiffany Fong's Morgan Stanley Smith Barney Experience September 2004 - November 2004
Job
Industry Marketing and Advertising
Experience
Gap Inc. March 2015 - Present
Minted October 2011 - December 2014
Cogo Labs September 2011 - October 2011
Time Inc. March 2009 - February 2011
Time Inc. December 2008 - March 2009
Time Inc. February 2008 - December 2008
Obama for America September 2007 - January 2008
FTI Consulting August 2006 - September 2007
PRI Investments, Inc June 2005 - August 2005
Morgan Stanley Smith Barney September 2004 - November 2004
Skills
Email Marketing, Analytics, Advertising, Integrated Marketing, E-commerce, Marketing Strategy, Strategy, Web Analytics, Cross-functional Team..., Segmentation, Project Management, Brand Development, Direct Mail, Online Advertising, Management
Education
Northwestern University 2002 — 2006
B.A.
Gap Inc. March 2015 - Present
Minted October 2011 - December 2014
Cogo Labs September 2011 - October 2011
Time Inc. March 2009 - February 2011
Time Inc. December 2008 - March 2009
Time Inc. February 2008 - December 2008
Obama for America September 2007 - January 2008
FTI Consulting August 2006 - September 2007
PRI Investments, Inc June 2005 - August 2005
Morgan Stanley Smith Barney September 2004 - November 2004
Skills
Email Marketing, Analytics, Advertising, Integrated Marketing, E-commerce, Marketing Strategy, Strategy, Web Analytics, Cross-functional Team..., Segmentation, Project Management, Brand Development, Direct Mail, Online Advertising, Management
Education
Northwestern University 2002 — 2006
B.A.
Perry Lee, PMP, ITIL's Morgan Stanley Smith Barney Experience July 2009 - May 2011
Job Technical Solutions Project Manager at OnDeck
Industry Information Technology and Services
Experience
OnDeck September 2015 - Present
Morgan Stanley October 2014 - September 2015
Booker Software January 2013 - October 2014
Jaguar Freight Services January 2012 - January 2013
Citigroup May 2011 - July 2011
Morgan Stanley Smith Barney July 2009 - May 2011
Citi September 2000 - July 2009
AST Stockplan Inc July 1998 - September 2000
Skills
Visio, Disaster Recovery, IT Management, Integration, ITIL, Change Management, SDLC, Project Management, Business Analysis, Business Process, Cross-functional Team..., Leadership, Testing, Security, Management, CRM, Software Development, Quality Assurance, Product Management, Process Improvement, Software Project..., Program Management, Scrum, Agile Methodologies, PMP, Vendor Management, Business Requirements
Education
Stevens Institute of Technology 2005 — 2007
Master’s Degree, Information Systems Management, 4.0
Polytechnic University 1999 — 2003
Bachelor’s Degree, Computer Engineering
OnDeck September 2015 - Present
Morgan Stanley October 2014 - September 2015
Booker Software January 2013 - October 2014
Jaguar Freight Services January 2012 - January 2013
Citigroup May 2011 - July 2011
Morgan Stanley Smith Barney July 2009 - May 2011
Citi September 2000 - July 2009
AST Stockplan Inc July 1998 - September 2000
Skills
Visio, Disaster Recovery, IT Management, Integration, ITIL, Change Management, SDLC, Project Management, Business Analysis, Business Process, Cross-functional Team..., Leadership, Testing, Security, Management, CRM, Software Development, Quality Assurance, Product Management, Process Improvement, Software Project..., Program Management, Scrum, Agile Methodologies, PMP, Vendor Management, Business Requirements
Education
Stevens Institute of Technology 2005 — 2007
Master’s Degree, Information Systems Management, 4.0
Polytechnic University 1999 — 2003
Bachelor’s Degree, Computer Engineering
Julie Hermes's Morgan Stanley Smith Barney Experience January 2011 - Present
Job Financial Advisor
Industry Investment Management
Experience
Morgan Stanley Smith Barney January 2011 - Present
BA Financial Solutions April 2009 - January 2011
Northern Trust Global Advisors October 2005 - October 2008
Church Pension Group/DFMS Organization April 2002 - September 2005
UBS January 2001 - January 2002
UBS January 1998 - January 2001
UBS January 1997 - January 1998
UBS January 1996 - January 1997
Skills
Asset Managment, Alternative Investments, Asset Allocation, Equities, Asset Management, Management, Risk Management, Strategy, Investment Banking, Finance, Trading, Capital Markets, Hedge Funds, Securities, Portfolio Management
Education
University of PA, Wharton School, AIMSE 2004 — 2004
M.A, LS/Economics
New York University 1986 — 1989
M.A., Communications
Morgan Stanley Smith Barney January 2011 - Present
BA Financial Solutions April 2009 - January 2011
Northern Trust Global Advisors October 2005 - October 2008
Church Pension Group/DFMS Organization April 2002 - September 2005
UBS January 2001 - January 2002
UBS January 1998 - January 2001
UBS January 1997 - January 1998
UBS January 1996 - January 1997
Skills
Asset Managment, Alternative Investments, Asset Allocation, Equities, Asset Management, Management, Risk Management, Strategy, Investment Banking, Finance, Trading, Capital Markets, Hedge Funds, Securities, Portfolio Management
Education
University of PA, Wharton School, AIMSE 2004 — 2004
M.A, LS/Economics
New York University 1986 — 1989
M.A., Communications
Andres de Guzman's Morgan Stanley Smith Barney Experience May 2009 - November 2011
Job Financial Crimes Compliance Analytics and Reporting
Industry Financial Services
Experience
JPMorgan Chase July 2014 - Present
Freelance January 2012 - Present
HSBC October 2012 - July 2014
Morgan Stanley Smith Barney May 2009 - November 2011
Citigroup 2007 - 2009
Next New Networks 2006 - 2007
MTV Networks 2004 - 2005
West Coast Event Productions 2003 - 2004
State of Oregon 1997 - 1999
Acapulco's Gold Mexican Restaurant 1998 - 1998
Skills
Entertainment, Editing, New Media, Digital Strategy, Video, Blogging, Research, Project Management, Strategic Planning, Microsoft Office, Microsoft Excel, Event Planning, Project Planning, Project Coordination, Customer Service, Events, Innovation, Keynote, Keyword Research, Microsoft Word, Social Networking, Business Objects, Office Management, PowerPoint, Problem Solving, User Experience, Visio, YouTube, Logic Studio, Final Cut Pro, Policy Writing, Legal Compliance, Gap Analysis, Business Requirements, Cross-functional..., AML, Analytics, Business Analysis, CRM, Content Development, Content Management, Finance, Financial Services, Hedge Funds, Information Architecture, Investment Banking, Leadership, Management, Mobile Marketing, Online Marketing
Education
New York University 1999 — 2003
B.A., U.S. & Caribbean history, politics, economics, and music.
Oregon Episcopal School 1995 — 1997
American School of Madrid
JPMorgan Chase July 2014 - Present
Freelance January 2012 - Present
HSBC October 2012 - July 2014
Morgan Stanley Smith Barney May 2009 - November 2011
Citigroup 2007 - 2009
Next New Networks 2006 - 2007
MTV Networks 2004 - 2005
West Coast Event Productions 2003 - 2004
State of Oregon 1997 - 1999
Acapulco's Gold Mexican Restaurant 1998 - 1998
Skills
Entertainment, Editing, New Media, Digital Strategy, Video, Blogging, Research, Project Management, Strategic Planning, Microsoft Office, Microsoft Excel, Event Planning, Project Planning, Project Coordination, Customer Service, Events, Innovation, Keynote, Keyword Research, Microsoft Word, Social Networking, Business Objects, Office Management, PowerPoint, Problem Solving, User Experience, Visio, YouTube, Logic Studio, Final Cut Pro, Policy Writing, Legal Compliance, Gap Analysis, Business Requirements, Cross-functional..., AML, Analytics, Business Analysis, CRM, Content Development, Content Management, Finance, Financial Services, Hedge Funds, Information Architecture, Investment Banking, Leadership, Management, Mobile Marketing, Online Marketing
Education
New York University 1999 — 2003
B.A., U.S. & Caribbean history, politics, economics, and music.
Oregon Episcopal School 1995 — 1997
American School of Madrid
Jean Delgado's Morgan Stanley Smith Barney Experience June 2006 - July 2011
Job CSM at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2013 - Present
U.S. Bank August 2012 - April 2013
merrill lynch August 2011 - August 2012
morgan stanley smith barney June 2006 - July 2011
Wells Fargo Advisors 2001 - 2005
Skills
Customer Service, Mutual Funds, Securities, Investments, Wealth Management, Fixed Income, Series 63, Asset Allocation, Financial Services
Education
Northeastern University 1992 — 1997
Bachelor of Science (B.S.), Finance, General
Pentucket High School 1989 — 1992
Morgan Stanley April 2013 - Present
U.S. Bank August 2012 - April 2013
merrill lynch August 2011 - August 2012
morgan stanley smith barney June 2006 - July 2011
Wells Fargo Advisors 2001 - 2005
Skills
Customer Service, Mutual Funds, Securities, Investments, Wealth Management, Fixed Income, Series 63, Asset Allocation, Financial Services
Education
Northeastern University 1992 — 1997
Bachelor of Science (B.S.), Finance, General
Pentucket High School 1989 — 1992
Kenneth Blattenbauer's Morgan Stanley Smith Barney Experience June 2007 - July 2012
Job Kingstone Capital Partners
Industry Investment Management
Experience
Kingstone Capital Partners January 2014 - Present
San Dieguito Boys and Girls Club SpringBoard June 2009 - Present
Miracle League of San Diego 2009 - Present
Investment Management July 2012 - December 2013
Morgan Stanley Smith Barney June 2007 - July 2012
North Fork Bank/GreenPoint Mortgage July 2005 - May 2007
Advantage Bank/Sun National January 2003 - July 2005
Skills
Portfolio Management, Investment Strategies, Alternative Investments, Wealth Accumulation..., Wealth Preservation..., Multi-generational..., Manager Selection, Retirement Planning, Investment Management, High Net Worth..., Equities, Asset Allocation, Investment Advisory, Investments, Asset Management, Mutual Funds, Wealth Management, Strategic Financial..., Financial Advisory, Securities, Hedge Funds, Series 7, Mergers & Acquisitions, Wealth Management..., Business Development, Series 63, Fixed Income, Finance, Retirement, Estate Planning
Education
North Dakota State University 1997 — 2001
Bachelor of Science (B.S.), Political Science and Government
Kingstone Capital Partners January 2014 - Present
San Dieguito Boys and Girls Club SpringBoard June 2009 - Present
Miracle League of San Diego 2009 - Present
Investment Management July 2012 - December 2013
Morgan Stanley Smith Barney June 2007 - July 2012
North Fork Bank/GreenPoint Mortgage July 2005 - May 2007
Advantage Bank/Sun National January 2003 - July 2005
Skills
Portfolio Management, Investment Strategies, Alternative Investments, Wealth Accumulation..., Wealth Preservation..., Multi-generational..., Manager Selection, Retirement Planning, Investment Management, High Net Worth..., Equities, Asset Allocation, Investment Advisory, Investments, Asset Management, Mutual Funds, Wealth Management, Strategic Financial..., Financial Advisory, Securities, Hedge Funds, Series 7, Mergers & Acquisitions, Wealth Management..., Business Development, Series 63, Fixed Income, Finance, Retirement, Estate Planning
Education
North Dakota State University 1997 — 2001
Bachelor of Science (B.S.), Political Science and Government
Marian Bott's Morgan Stanley Smith Barney Experience 1980 - 1982
Job Recently completed doctoral degree at Teachers College Columbia University
Industry Education Management
Experience
League of Women Voters of New York State 2005 - Present
New York Hall of Science 2001 - 2006
Educational Priorities Panel 1999 - 2001
Morgan Stanley Smith Barney 1980 - 1982
Education
Teachers College of Columbia University 1954 — 2012
Ed.D., Organizational Leadership
Stanford University Graduate School of Business 1971 — 1973
MBA, Finance
Northwestern University 1966 — 1970
League of Women Voters of New York State 2005 - Present
New York Hall of Science 2001 - 2006
Educational Priorities Panel 1999 - 2001
Morgan Stanley Smith Barney 1980 - 1982
Education
Teachers College of Columbia University 1954 — 2012
Ed.D., Organizational Leadership
Stanford University Graduate School of Business 1971 — 1973
MBA, Finance
Northwestern University 1966 — 1970
Martha Beinor's Morgan Stanley Smith Barney Experience October 2005 - May 2010
Job Independent
Industry Writing and Editing
Experience
Morgan Stanley Smith Barney October 2005 - May 2010
Education
Northwestern University 1963 — 1967
Morgan Stanley Smith Barney October 2005 - May 2010
Education
Northwestern University 1963 — 1967
Purnima Pandurangan's Morgan Stanley Smith Barney Experience January 2010 - May 2010
Job Teradata DBA
Industry Information Technology and Services
Experience
Vonage June 2010 - Present
Morgan Stanley Smith Barney January 2010 - May 2010
Teradata Pvt Ltd April 2008 - May 2009
Valuelabs February 2006 - March 2008
WNS April 2005 - January 2006
Sierra Atlantic May 2004 - December 2004
Galaxy Software April 2002 - April 2004
Skills
Data Modeling, Oracle, Data Warehousing, Unix Shell Scripting, SDLC, Erwin, SQL, ETL, PL/SQL, Teradata, Microsoft SQL Server, Database Design, Requirements Analysis, Architecture, Business Intelligence, Business Objects, Data Integration, Databases, Informatica, Performance Tuning, Enterprise Architecture, SSIS, Software Documentation, Solution Architecture, Teradata Data Warehouse, Unix, SQL Tuning, Data Analysis
Education
North Maharashtra University 1998 — 2002
BE, Computers
Vonage June 2010 - Present
Morgan Stanley Smith Barney January 2010 - May 2010
Teradata Pvt Ltd April 2008 - May 2009
Valuelabs February 2006 - March 2008
WNS April 2005 - January 2006
Sierra Atlantic May 2004 - December 2004
Galaxy Software April 2002 - April 2004
Skills
Data Modeling, Oracle, Data Warehousing, Unix Shell Scripting, SDLC, Erwin, SQL, ETL, PL/SQL, Teradata, Microsoft SQL Server, Database Design, Requirements Analysis, Architecture, Business Intelligence, Business Objects, Data Integration, Databases, Informatica, Performance Tuning, Enterprise Architecture, SSIS, Software Documentation, Solution Architecture, Teradata Data Warehouse, Unix, SQL Tuning, Data Analysis
Education
North Maharashtra University 1998 — 2002
BE, Computers
Andrea Abrahams's Morgan Stanley Smith Barney Experience May 2005 - May 2009
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2009 - Present
Morgan Stanley Smith Barney May 2005 - May 2009
Citi May 2000 - May 2005
Citigroup Smith Barney May 1996 - May 2000
Skills
Risk Management, Project Management, Securities, Wealth Management, FINRA, Series 7, Investments, Capital Markets, Fixed Income, Series 63, Portfolio Management, Equities, Asset Management, AML, Alternative Investments, Financial Analysis, Mutual Funds, Asset Allocation, Mergers & Acquisitions, Hedge Funds, Securities Regulation, Financial Risk, Investment Advisory, Enterprise Risk..., Operational Risk..., Financial Services
Education
New York University 2003 — 2003
Certificate in Finance and International Business, Finance, General
University of Maryland College Park 1992 — 1995
Bachelor of Arts (B.A.), English Language and Literature
Morgan Stanley June 2009 - Present
Morgan Stanley Smith Barney May 2005 - May 2009
Citi May 2000 - May 2005
Citigroup Smith Barney May 1996 - May 2000
Skills
Risk Management, Project Management, Securities, Wealth Management, FINRA, Series 7, Investments, Capital Markets, Fixed Income, Series 63, Portfolio Management, Equities, Asset Management, AML, Alternative Investments, Financial Analysis, Mutual Funds, Asset Allocation, Mergers & Acquisitions, Hedge Funds, Securities Regulation, Financial Risk, Investment Advisory, Enterprise Risk..., Operational Risk..., Financial Services
Education
New York University 2003 — 2003
Certificate in Finance and International Business, Finance, General
University of Maryland College Park 1992 — 1995
Bachelor of Arts (B.A.), English Language and Literature
Dan Reece's Morgan Stanley Smith Barney Experience January 2007 - June 2010
Job Financial Advisor at BMO Financial Group
Industry Financial Services
Experience
BMO Harris Financial Advisors, Inc. August 2014 - Present
JPMorgan Securities LLC March 2011 - August 2014
Stifel Nicolaus July 2010 - March 2011
Morgan Stanley Smith Barney January 2007 - June 2010
Education
Northern Illinois University 1999 — 2002
BS, Marketing
BMO Harris Financial Advisors, Inc. August 2014 - Present
JPMorgan Securities LLC March 2011 - August 2014
Stifel Nicolaus July 2010 - March 2011
Morgan Stanley Smith Barney January 2007 - June 2010
Education
Northern Illinois University 1999 — 2002
BS, Marketing
Amy Munsell's Morgan Stanley Smith Barney Experience June 2002 - Present
Job Registered Marketing Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2002 - Present
Skills
Series 7, Uniform Combined State..., Series 63, Series 65, Retirement Planning, Wealth Management, 401k Rollovers, Mutual Funds, Asset Allocation, Fixed Annuities, Investment Strategies, FINRA
Education
Northeastern State University 1995 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
Morgan Stanley Smith Barney June 2002 - Present
Skills
Series 7, Uniform Combined State..., Series 63, Series 65, Retirement Planning, Wealth Management, 401k Rollovers, Mutual Funds, Asset Allocation, Fixed Annuities, Investment Strategies, FINRA
Education
Northeastern State University 1995 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
Kelly Donoghue Hene, CFP's Morgan Stanley Smith Barney Experience June 1999 - March 2012
Job Financial Advisor
Industry Financial Services
Experience
LaSalle St. Securities, LLC, member FINRA/SIPC March 2012 - Present
Morgan Stanley Smith Barney June 1999 - March 2012
Greaves Travel February 1992 - May 1999
KPMG August 1988 - February 1992
Skills
Financial Accounting, Retirement Planning, Financial Planning, Wealth Management, Investment Advisory, Strategic Financial..., Endorsements prohibited..., Finance
Education
Northern Illinois University 1984 — 1988
Bachelor of Science (BS), Accounting
LaSalle St. Securities, LLC, member FINRA/SIPC March 2012 - Present
Morgan Stanley Smith Barney June 1999 - March 2012
Greaves Travel February 1992 - May 1999
KPMG August 1988 - February 1992
Skills
Financial Accounting, Retirement Planning, Financial Planning, Wealth Management, Investment Advisory, Strategic Financial..., Endorsements prohibited..., Finance
Education
Northern Illinois University 1984 — 1988
Bachelor of Science (BS), Accounting
Linda Gonzalez's Morgan Stanley Smith Barney Experience May 2008 - February 2010
Job Front end Engineer at TheLadders
Industry Computer Software
Experience
TheLadders October 2014 - Present
Vaunte August 2013 - October 2014
StreetEasy February 2013 - August 2013
Merrill Lynch March 2010 - March 2012
Morgan Stanley Smith Barney May 2008 - February 2010
Citigroup January 2007 - May 2008
Skills
Ruby on Rails, JavaScript, CSS, Scala, Test Driven Development, HTML emails, Ruby, HTML, SQL, JSON, CoffeeScript, Apache Storm, Adobe Photoshop, Pivotal Tracker, Photoshop, HAML, SASS, Github, Sendgrid, PostgreSQL, Salesforce.com, Balanced, PSD to HTML conversion, jQuery, Wealth Management, Start-ups, Investments, Backbone.js, Object Oriented Design, Wordpress, Responsive Design, PeopleSoft, SharePoint, MongoDB, Microsoft Office, Google Docs, Heroku, ecommerce, Leadership, Finance, Wealth Management..., Financial Services, Strategy, Zendesk, Git
Education
Stanford University
Computer Science
FINRA
Series 7 & 66
New York University
BA, Economics
TheLadders October 2014 - Present
Vaunte August 2013 - October 2014
StreetEasy February 2013 - August 2013
Merrill Lynch March 2010 - March 2012
Morgan Stanley Smith Barney May 2008 - February 2010
Citigroup January 2007 - May 2008
Skills
Ruby on Rails, JavaScript, CSS, Scala, Test Driven Development, HTML emails, Ruby, HTML, SQL, JSON, CoffeeScript, Apache Storm, Adobe Photoshop, Pivotal Tracker, Photoshop, HAML, SASS, Github, Sendgrid, PostgreSQL, Salesforce.com, Balanced, PSD to HTML conversion, jQuery, Wealth Management, Start-ups, Investments, Backbone.js, Object Oriented Design, Wordpress, Responsive Design, PeopleSoft, SharePoint, MongoDB, Microsoft Office, Google Docs, Heroku, ecommerce, Leadership, Finance, Wealth Management..., Financial Services, Strategy, Zendesk, Git
Education
Stanford University
Computer Science
FINRA
Series 7 & 66
New York University
BA, Economics
Sean Friedman's Morgan Stanley Smith Barney Experience October 2010 - April 2013
Job Vice President Business Continuity Officer at Israel Discount Bank
Industry Financial Services
Experience
Israel Discount Bank November 2014 - Present
SMF Consulting Services, LLC August 2010 - Present
Credit Industriel et Commercial July 2013 - November 2014
Morgan Stanley Smith Barney October 2010 - April 2013
Fidelity Investments September 2008 - October 2009
Bank of New York Mellon December 2006 - September 2008
JPMorgan Chase July 1994 - December 2006
Skills
Risk Management, Business Continuity, Business Continuity..., Disaster Recovery, Risk Assessment, Financial Services, Operational Risk..., Project Management, Problem Solving, Business Analysis, Banking, Space Planning, Data Analysis, Crisis Management, Operational Risk, Project Planning, Governance, Strategic Planning, Business Process..., Financial Risk, Vendor Management, Facilities Planning, Risk Analysis, Digital Photography, Quality Assurance, Securities, Microsoft Office, Microsoft Excel, PowerPoint, Enterprise Risk..., Relationship Management, Project Portfolio..., Business Process..., Executive Management, Business Transformation, IT Strategy, Portfolio Management, SDLC, Business Requirements, IT Audit, Assurance, Disaster Recovery..., Contingency Planning, Access, MS Excel Pivot Tables, Training, Send Word Now, Business Resilience, Business Impact Analysis, Lightroom
Education
NYU
Certificate, Information Management
Pace University 1995 — 1998
MBA, Finance
University at Albany, SUNY 1988 — 1992
BS, Management/Marketing
Israel Discount Bank November 2014 - Present
SMF Consulting Services, LLC August 2010 - Present
Credit Industriel et Commercial July 2013 - November 2014
Morgan Stanley Smith Barney October 2010 - April 2013
Fidelity Investments September 2008 - October 2009
Bank of New York Mellon December 2006 - September 2008
JPMorgan Chase July 1994 - December 2006
Skills
Risk Management, Business Continuity, Business Continuity..., Disaster Recovery, Risk Assessment, Financial Services, Operational Risk..., Project Management, Problem Solving, Business Analysis, Banking, Space Planning, Data Analysis, Crisis Management, Operational Risk, Project Planning, Governance, Strategic Planning, Business Process..., Financial Risk, Vendor Management, Facilities Planning, Risk Analysis, Digital Photography, Quality Assurance, Securities, Microsoft Office, Microsoft Excel, PowerPoint, Enterprise Risk..., Relationship Management, Project Portfolio..., Business Process..., Executive Management, Business Transformation, IT Strategy, Portfolio Management, SDLC, Business Requirements, IT Audit, Assurance, Disaster Recovery..., Contingency Planning, Access, MS Excel Pivot Tables, Training, Send Word Now, Business Resilience, Business Impact Analysis, Lightroom
Education
NYU
Certificate, Information Management
Pace University 1995 — 1998
MBA, Finance
University at Albany, SUNY 1988 — 1992
BS, Management/Marketing
Philip DeSanto, JD, CSNA's Morgan Stanley Smith Barney Experience May 2011 - September 2012
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management October 2012 - Present
Morgan Stanley Smith Barney May 2011 - September 2012
Payne & Associates July 2007 - May 2011
Skills
Estate Planning, Securities, Mutual Funds, Wealth Management, Investments, Retirement Planning, Insurance, Strategic Financial..., Asset Management, Mortgage Lending, Retirement, Asset Allocation, Investment Strategies, Investment Advisory, 401k, IRAs, Alternative Investments, Financial Advisory, Trading, Credit, Financial Services, Portfolio Management, Due Diligence, Asset Managment, Mergers & Acquisitions, Private Equity, Small Business, Financial Analysis, Venture Capital, Risk Management, Finance, Loans, Banking, Executive Management, Real Estate, Financial Planning
Education
Suffolk University Law School 2004 — 2007
J.D., Law
Northeastern University
BS/BA, Finance
Tufts University
Merrill Lynch Wealth Management October 2012 - Present
Morgan Stanley Smith Barney May 2011 - September 2012
Payne & Associates July 2007 - May 2011
Skills
Estate Planning, Securities, Mutual Funds, Wealth Management, Investments, Retirement Planning, Insurance, Strategic Financial..., Asset Management, Mortgage Lending, Retirement, Asset Allocation, Investment Strategies, Investment Advisory, 401k, IRAs, Alternative Investments, Financial Advisory, Trading, Credit, Financial Services, Portfolio Management, Due Diligence, Asset Managment, Mergers & Acquisitions, Private Equity, Small Business, Financial Analysis, Venture Capital, Risk Management, Finance, Loans, Banking, Executive Management, Real Estate, Financial Planning
Education
Suffolk University Law School 2004 — 2007
J.D., Law
Northeastern University
BS/BA, Finance
Tufts University
Kevin Dong's Morgan Stanley Smith Barney Experience February 2009 - August 2012
Job Information Technology Professional
Industry Financial Services
Experience
Canon USA May 2014 - Present
JPMorgan Chase August 2012 - May 2014
Morgan Stanley - Smith Barney February 2009 - August 2012
Citigroup - Smith Barney April 2008 - February 2009
Merrill Lynch 1997 - 2008
Skills
Enterprise Architecture, Integration, SDLC, Agile Methodologies, Business Analysis, ITIL, Risk Management, Requirements Analysis, Sybase, Release Management, Microsoft SQL Server, JavaScript, Oracle, IT Strategy, Software Project..., Change Management, Vendor Management, XML, Portfolio Management, Spring, Perl, Software Development, Data Warehousing, PMP, Business Intelligence, Fixed Income, Solution Architecture, Equities, Project Management, Databases, IT Management, Disaster Recovery, Java Enterprise Edition, Trading Systems, Market Data, AJAX, Financial Services, SQL, SOA, Java
Education
New York University - Polytechnic School of Engineering 1989 — 1994
BS, Electrical Engineering
Canon USA May 2014 - Present
JPMorgan Chase August 2012 - May 2014
Morgan Stanley - Smith Barney February 2009 - August 2012
Citigroup - Smith Barney April 2008 - February 2009
Merrill Lynch 1997 - 2008
Skills
Enterprise Architecture, Integration, SDLC, Agile Methodologies, Business Analysis, ITIL, Risk Management, Requirements Analysis, Sybase, Release Management, Microsoft SQL Server, JavaScript, Oracle, IT Strategy, Software Project..., Change Management, Vendor Management, XML, Portfolio Management, Spring, Perl, Software Development, Data Warehousing, PMP, Business Intelligence, Fixed Income, Solution Architecture, Equities, Project Management, Databases, IT Management, Disaster Recovery, Java Enterprise Edition, Trading Systems, Market Data, AJAX, Financial Services, SQL, SOA, Java
Education
New York University - Polytechnic School of Engineering 1989 — 1994
BS, Electrical Engineering
Brent Newhall's Morgan Stanley Smith Barney Experience December 2009 - Present
Job Financial Advising Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2009 - Present
Education
Nichols College 2002 — 2006
Business Administration
Morgan Stanley Smith Barney December 2009 - Present
Education
Nichols College 2002 — 2006
Business Administration
Andrea Montano's Morgan Stanley Smith Barney Experience May 2010 - April 2012
Job IT Project Manager at Johnson & Johnson
Industry Education Management
Experience
Johnson & Johnson February 2014 - Present
McGraw-Hill Higher Education April 2012 - May 2013
Wells Fargo Advisors 2013 - 2013
Morgan Stanley Smith Barney May 2010 - April 2012
Skills
Vendor Management, Team Building, SDLC, PMP, Project Management, Business Analysis, Visio, Requirements Analysis, Training, Project Portfolio..., Software Project..., SharePoint, Management, MS Project, Leadership, Process Improvement, Project Planning, Change Management, Public Speaking, Program Management, IT Strategy, PMO
Education
AV Tech Institute of Technology 2009 — 2010
Certificate, Project Management
New York University 2000 — 2000
Certificate, Multimedia Production and Design
Norfolk State University
B.S., Business Management
Johnson & Johnson February 2014 - Present
McGraw-Hill Higher Education April 2012 - May 2013
Wells Fargo Advisors 2013 - 2013
Morgan Stanley Smith Barney May 2010 - April 2012
Skills
Vendor Management, Team Building, SDLC, PMP, Project Management, Business Analysis, Visio, Requirements Analysis, Training, Project Portfolio..., Software Project..., SharePoint, Management, MS Project, Leadership, Process Improvement, Project Planning, Change Management, Public Speaking, Program Management, IT Strategy, PMO
Education
AV Tech Institute of Technology 2009 — 2010
Certificate, Project Management
New York University 2000 — 2000
Certificate, Multimedia Production and Design
Norfolk State University
B.S., Business Management
Jessica Bleyzer's Morgan Stanley Smith Barney Experience June 2009 - October 2009
Job Project Manager at Roland Berger Strategy Consultants
Industry Management Consulting
Experience
Roland Berger Strategy Consultants July 2015 - Present
Roland Berger Strategy Consultants August 2012 - June 2015
Roland Berger Strategy Consultants June 2011 - August 2011
SigmaBleyzer June 2008 - December 2010
Morgan Stanley Smith Barney June 2009 - October 2009
SigmaBleyzer July 2006 - May 2008
Bracewell and Giuliani, LLP June 2007 - September 2007
Skills
Strategy, Private Equity, Business Strategy, Market Analysis, Forecasting, Analysis, Consulting
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration, Finance, Accounting, Strategic Management and Entrepreneurship
Northwestern University 2006 — 2010
Bachelor of Arts, Economics
Roland Berger Strategy Consultants July 2015 - Present
Roland Berger Strategy Consultants August 2012 - June 2015
Roland Berger Strategy Consultants June 2011 - August 2011
SigmaBleyzer June 2008 - December 2010
Morgan Stanley Smith Barney June 2009 - October 2009
SigmaBleyzer July 2006 - May 2008
Bracewell and Giuliani, LLP June 2007 - September 2007
Skills
Strategy, Private Equity, Business Strategy, Market Analysis, Forecasting, Analysis, Consulting
Education
The University of Chicago - Booth School of Business 2010 — 2012
Master of Business Administration, Finance, Accounting, Strategic Management and Entrepreneurship
Northwestern University 2006 — 2010
Bachelor of Arts, Economics
Wei-Chin Shin's Morgan Stanley Smith Barney Experience 2009 - Present
Job Technical Specilist at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2009 - Present
Smith Barney December 2004 - Present
Morgan Stanley Smith Barney 2005 - 2012
Skills
Data Analysis, SDLC, Software Project...
Education
New York University - Polytechnic School of Engineering 1997 — 1999
Master, Computer science
Morgan Stanley Smith Barney 2009 - Present
Smith Barney December 2004 - Present
Morgan Stanley Smith Barney 2005 - 2012
Skills
Data Analysis, SDLC, Software Project...
Education
New York University - Polytechnic School of Engineering 1997 — 1999
Master, Computer science
Edward D. Williams's Morgan Stanley Smith Barney Experience June 2009 - June 2010
Job President & Managing Partner DEW Financial Management Group Inc.
Industry Investment Management
Experience
Northern Virginia Black Chamber of Commerce, Inc. January 2014 - Present
South Carolina State Univ Foundation December 2011 - Present
DEW Financial Management Group September 2010 - Present
Kappa Alpha Psi Fraternity April 1974 - Present
Association of African American Financial Advisors January 2013 - January 2014
Northern Virginia Black Chamber of Commerce, Inc. November 2013 - November 2013
Morgan Stanley Smith Barney June 2009 - June 2010
Morgan Stanley Smith Barney April 2007 - October 2009
Smith Barney September 2005 - October 2009
Smith Barney September 2005 - March 2007
Skills
Investments, Strategic Financial..., Leadership, Finance, Management, Wealth Management, Financial Advisory, Securities, Business Development, Investment Management, Strategic Planning, Retirement Planning, Public Speaking, Series 7, Financial Planning, Program Management, Asset Allocation, Financial Services, Series 63, Investment Strategies, Retirement, Portfolio Management, Risk Management, FINRA, Entrepreneurship, Fixed Annuities, Insurance, Asset Managment, Personal Finance, Mutual Funds, Nonprofits, 401k, Alternative Investments, Investment Advisory, IRAs, Life Insurance, Mentoring, Business Strategy, Equities, Estate Planning, Analysis, Asset Management, Budgets, Coaching, Fundraising, Leadership Development, Microsoft Excel, Process Improvement, Project Management, Small Business
Education
North Carolina Agricultural and Technical State University 1971 — 1975
BS, Mathematics
Camden High School
Northern Virginia Black Chamber of Commerce, Inc. January 2014 - Present
South Carolina State Univ Foundation December 2011 - Present
DEW Financial Management Group September 2010 - Present
Kappa Alpha Psi Fraternity April 1974 - Present
Association of African American Financial Advisors January 2013 - January 2014
Northern Virginia Black Chamber of Commerce, Inc. November 2013 - November 2013
Morgan Stanley Smith Barney June 2009 - June 2010
Morgan Stanley Smith Barney April 2007 - October 2009
Smith Barney September 2005 - October 2009
Smith Barney September 2005 - March 2007
Skills
Investments, Strategic Financial..., Leadership, Finance, Management, Wealth Management, Financial Advisory, Securities, Business Development, Investment Management, Strategic Planning, Retirement Planning, Public Speaking, Series 7, Financial Planning, Program Management, Asset Allocation, Financial Services, Series 63, Investment Strategies, Retirement, Portfolio Management, Risk Management, FINRA, Entrepreneurship, Fixed Annuities, Insurance, Asset Managment, Personal Finance, Mutual Funds, Nonprofits, 401k, Alternative Investments, Investment Advisory, IRAs, Life Insurance, Mentoring, Business Strategy, Equities, Estate Planning, Analysis, Asset Management, Budgets, Coaching, Fundraising, Leadership Development, Microsoft Excel, Process Improvement, Project Management, Small Business
Education
North Carolina Agricultural and Technical State University 1971 — 1975
BS, Mathematics
Camden High School
Jatin Gangwal's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2010 - 2011
Education
New York University - Polytechnic School of Engineering
Morgan Stanley Smith Barney 2010 - 2011
Education
New York University - Polytechnic School of Engineering
Casey VanSwearingen's Morgan Stanley Smith Barney Experience June 2009 - July 2009
Job Project Manager at Epic
Industry Hospital & Health Care
Experience
Epic July 2010 - Present
Northwestern University, Feinberg School of Medicine January 2010 - March 2010
Kellogg School of Management January 2009 - January 2010
Morgan Stanley Smith Barney June 2009 - July 2009
English Gardens June 2007 - August 2007
Skills
Project Management
Education
Northwestern University 2006 — 2010
BA, Economics and Global Health
Sciences Po 2008 — 2008
Global Health
West Bloomfield High School 2002 — 2006
Epic July 2010 - Present
Northwestern University, Feinberg School of Medicine January 2010 - March 2010
Kellogg School of Management January 2009 - January 2010
Morgan Stanley Smith Barney June 2009 - July 2009
English Gardens June 2007 - August 2007
Skills
Project Management
Education
Northwestern University 2006 — 2010
BA, Economics and Global Health
Sciences Po 2008 — 2008
Global Health
West Bloomfield High School 2002 — 2006
Robert T. Valenti's Morgan Stanley Smith Barney Experience July 2010 - September 2010
Job Business Manager at Valenti Toyota/Subaru
Industry Automotive
Experience
Valenti Toyota June 2015 - Present
Sapient Global Markets January 2013 - September 2014
UBS Investment Bank January 2011 - July 2011
Morgan Stanley Smith Barney July 2010 - September 2010
KPMG January 2010 - July 2010
Skills
Financial Modeling, Financial Analysis
Education
Northeastern University 2007 — 2012
Finance
American University of Rome 2011 — 2011
Finance
Valenti Toyota June 2015 - Present
Sapient Global Markets January 2013 - September 2014
UBS Investment Bank January 2011 - July 2011
Morgan Stanley Smith Barney July 2010 - September 2010
KPMG January 2010 - July 2010
Skills
Financial Modeling, Financial Analysis
Education
Northeastern University 2007 — 2012
Finance
American University of Rome 2011 — 2011
Finance
Kyle Phillips's Morgan Stanley Smith Barney Experience June 2004 - November 2005
Job Tax Associate at Shearman & Sterling LLP
Industry Law Practice
Experience
Shearman & Sterling LLP June 2015 - Present
Best Best & Krieger LLP September 2014 - May 2015
KPMG July 2012 - July 2014
KPMG June 2011 - July 2012
US Securities and Exchange Commission January 2010 - April 2010
Doyle, Barlow & Mazard, PLLC June 2009 - August 2009
Canterbury Consulting November 2005 - August 2008
Morgan Stanley Smith Barney June 2004 - November 2005
Skills
Tax, Income Tax, Corporate Tax, International Tax, Tax Law, Private Equity, Tax Advisory, Accounting, Financial Analysis, Mergers, Legal Writing, Legal Research
Education
New York University School of Law 2010 — 2011
LL.M., Taxation
Loyola Law School, Los Angeles 2008 — 2010
J.D.
University of Southern California - Marshall School of Business 2002 — 2004
B.S., Finance / Marketing
Shearman & Sterling LLP June 2015 - Present
Best Best & Krieger LLP September 2014 - May 2015
KPMG July 2012 - July 2014
KPMG June 2011 - July 2012
US Securities and Exchange Commission January 2010 - April 2010
Doyle, Barlow & Mazard, PLLC June 2009 - August 2009
Canterbury Consulting November 2005 - August 2008
Morgan Stanley Smith Barney June 2004 - November 2005
Skills
Tax, Income Tax, Corporate Tax, International Tax, Tax Law, Private Equity, Tax Advisory, Accounting, Financial Analysis, Mergers, Legal Writing, Legal Research
Education
New York University School of Law 2010 — 2011
LL.M., Taxation
Loyola Law School, Los Angeles 2008 — 2010
J.D.
University of Southern California - Marshall School of Business 2002 — 2004
B.S., Finance / Marketing
Ivan Tommy To's Morgan Stanley Smith Barney Experience January 2008 - January 2009
Job Broker at Southland Realty
Industry Real Estate
Experience
Southland Realty April 2003 - Present
Morgan Stanley Smith Barney January 2008 - January 2009
Education
Northwestern University 1974 — 1975
MBA, Management, Finance
Southland Realty April 2003 - Present
Morgan Stanley Smith Barney January 2008 - January 2009
Education
Northwestern University 1974 — 1975
MBA, Management, Finance
Lauren Zeigler's Morgan Stanley Smith Barney Experience October 2010 - Present
Job Client Service Associate at Morgan Stanley Smith Barney
Industry Banking
Experience
Morgan Stanley Smith Barney October 2010 - Present
State Employees' Credit Union July 2008 - October 2010
Education
North Carolina State University 2004 — 2008
Accounting
Morgan Stanley Smith Barney October 2010 - Present
State Employees' Credit Union July 2008 - October 2010
Education
North Carolina State University 2004 — 2008
Accounting
Anderson Mitchell's Morgan Stanley Smith Barney Experience September 2007 - April 2010
Job Private Banker at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 2010 - Present
Morgan Stanley Smith Barney September 2007 - April 2010
Morgan Stanley Wealth Management December 2005 - August 2007
Morgan Stanley Wealth Management April 2001 - November 2005
Skills
Wealth Management, Loans, Wealth, Strategic Financial..., Series 63, Series 65, Residential Mortgages, Commercial Lending, Securities Lending, Banking, Series 7, Asset Allocation, Retirement Planning, Insurance, Certified Financial..., Series 24
Education
NYU 1993 — 1997
Bachelor of Science (BSc), Mathematics
Morgan Stanley May 2010 - Present
Morgan Stanley Smith Barney September 2007 - April 2010
Morgan Stanley Wealth Management December 2005 - August 2007
Morgan Stanley Wealth Management April 2001 - November 2005
Skills
Wealth Management, Loans, Wealth, Strategic Financial..., Series 63, Series 65, Residential Mortgages, Commercial Lending, Securities Lending, Banking, Series 7, Asset Allocation, Retirement Planning, Insurance, Certified Financial..., Series 24
Education
NYU 1993 — 1997
Bachelor of Science (BSc), Mathematics
Jye-Chun Chang's Morgan Stanley Smith Barney Experience April 2007 - March 2011
Job Operations Representative III at Raymond James Financial Inc.
Industry Banking
Experience
Raymond James Financial Inc. January 2012 - Present
Morgan Stanley Smith Barney April 2007 - March 2011
BBVA Compass October 2005 - February 2007
BNY Mellon August 1998 - May 2005
BNY Mellon August 1995 - August 1999
BNY Mellon December 1992 - August 1995
BNY Mellon March 1988 - December 1992
Skills
Mutual Funds, Wealth Management, Financial Analysis, Banking, Risk Management, Equities, Strategic Financial..., Investments, Asset Management, Portfolio Management
Education
Northeastern University 1992 — 1992
intermediate accounting, B+
Ming-Chuan University (Formerly Ming-Chuan College), Taipei, Taiwan 1974 — 1978
BA in Business Administration., International Trade, B+
Raymond James Financial Inc. January 2012 - Present
Morgan Stanley Smith Barney April 2007 - March 2011
BBVA Compass October 2005 - February 2007
BNY Mellon August 1998 - May 2005
BNY Mellon August 1995 - August 1999
BNY Mellon December 1992 - August 1995
BNY Mellon March 1988 - December 1992
Skills
Mutual Funds, Wealth Management, Financial Analysis, Banking, Risk Management, Equities, Strategic Financial..., Investments, Asset Management, Portfolio Management
Education
Northeastern University 1992 — 1992
intermediate accounting, B+
Ming-Chuan University (Formerly Ming-Chuan College), Taipei, Taiwan 1974 — 1978
BA in Business Administration., International Trade, B+
Pasquale Errichiello's Morgan Stanley Smith Barney Experience 2010 - September 2013
Job Financial Advisor at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors September 2013 - Present
Morgan Stanley Smith Barney 2010 - September 2013
Elizabeth's Pizza Italian Restaurant July 2008 - March 2010
Skills
Retirement Planning, Investments, Finance, Financial Services, Asset Allocation, Portfolio Management, Wealth, Business Planning, Financial Goals, Wealth Management, 401k Rollovers, Securities, IRAs, Mutual Funds, Retirement, Investment Advisory
Education
Indiana University - Kelley School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Indiana University - Kelley School of Business 2013 — 2016
Master of Science (M.S.), Finance
North Carolina State University 2005 — 2009
B.S., Business Finance
Bishop McGuinness Catholic High School 2001 — 2005
Wells Fargo Advisors September 2013 - Present
Morgan Stanley Smith Barney 2010 - September 2013
Elizabeth's Pizza Italian Restaurant July 2008 - March 2010
Skills
Retirement Planning, Investments, Finance, Financial Services, Asset Allocation, Portfolio Management, Wealth, Business Planning, Financial Goals, Wealth Management, 401k Rollovers, Securities, IRAs, Mutual Funds, Retirement, Investment Advisory
Education
Indiana University - Kelley School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Indiana University - Kelley School of Business 2013 — 2016
Master of Science (M.S.), Finance
North Carolina State University 2005 — 2009
B.S., Business Finance
Bishop McGuinness Catholic High School 2001 — 2005
Jay Conway's Morgan Stanley Smith Barney Experience March 2010 - June 2011
Job Senior EquityTrader
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2010 - June 2011
Jefferies LLC February 1999 - April 2007
Skills
Wealth Management, Investments, Strategic Financial..., Financial Analysis, Series 7, Retirement Planning, Finance, Insurance, Financial Modeling, Risk Management, Banking, Asset Allocation, Mutual Funds, Series 63, Mortgage Lending, Equities, Investment Banking, Uniform Combined State..., FINRA, Securities
Education
New York University 1986 — 1990
Bachelor's degree, Finance
christian brothers academy 1983 — 1985
Morgan Stanley Smith Barney March 2010 - June 2011
Jefferies LLC February 1999 - April 2007
Skills
Wealth Management, Investments, Strategic Financial..., Financial Analysis, Series 7, Retirement Planning, Finance, Insurance, Financial Modeling, Risk Management, Banking, Asset Allocation, Mutual Funds, Series 63, Mortgage Lending, Equities, Investment Banking, Uniform Combined State..., FINRA, Securities
Education
New York University 1986 — 1990
Bachelor's degree, Finance
christian brothers academy 1983 — 1985
Philip Golbraikh's Morgan Stanley Smith Barney Experience January 2009 - June 2009
Job Cofounder at Shoutout
Industry Internet
Experience
Shoutout, Inc. November 2013 - Present
LUMA Partners LLC April 2013 - May 2013
Arctos Mergers & Acquisitions May 2012 - June 2012
Horizon Asset Management, Inc. January 2011 - June 2011
Morgan Stanley Smith Barney January 2009 - June 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, M&A experience, Hedge Funds, Start-ups, Business Development, Product Management, Entrepreneurship, Business Strategy, Marketing Strategy, Social Media, Mergers & Acquisitions
Education
Northeastern University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Shoutout, Inc. November 2013 - Present
LUMA Partners LLC April 2013 - May 2013
Arctos Mergers & Acquisitions May 2012 - June 2012
Horizon Asset Management, Inc. January 2011 - June 2011
Morgan Stanley Smith Barney January 2009 - June 2009
Skills
Financial Modeling, Financial Analysis, Valuation, Investment Banking, M&A experience, Hedge Funds, Start-ups, Business Development, Product Management, Entrepreneurship, Business Strategy, Marketing Strategy, Social Media, Mergers & Acquisitions
Education
Northeastern University 2007 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General
Joseph Mallon's Morgan Stanley Smith Barney Experience January 1983 - February 2011
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney January 1983 - February 2011
Dean Witter 1983 - 2001
Bank of New York Mellon March 1979 - December 1982
Bell Laboratories June 1973 - March 1979
Skills
Business Systems..., Team Management, 24x7 Production Support, data warehouse..., End User Training, change impact analysis, Change Management
Education
New York University - Polytechnic School of Engineering 1973 — 1975
MS, Operations Research
Pratt Institute 1968 — 1973
BS, Computer Science
Morgan Stanley Smith Barney January 1983 - February 2011
Dean Witter 1983 - 2001
Bank of New York Mellon March 1979 - December 1982
Bell Laboratories June 1973 - March 1979
Skills
Business Systems..., Team Management, 24x7 Production Support, data warehouse..., End User Training, change impact analysis, Change Management
Education
New York University - Polytechnic School of Engineering 1973 — 1975
MS, Operations Research
Pratt Institute 1968 — 1973
BS, Computer Science
Bruce Glassberg's Morgan Stanley Smith Barney Experience December 2010 - April 2013
Job Associate Director at UBS
Industry Financial Services
Experience
RD Legal Funding LLC May 2015 - Present
UBS Wealth Management April 2013 - May 2015
Morgan Stanley Smith Barney December 2010 - April 2013
Morgan Stanley Smith Barney January 2009 - December 2010
Smith Barney, a division of Citigroup Global Markets Inc June 2006 - January 2009
St. John's University Securities Arbitration Clinic January 2006 - May 2006
Honorable Martin E May 2005 - September 2005
Skills
Securities, Litigation, Legal Research, Capital Markets, Hedge Funds, Investments, Securities Regulation, Private Equity, Due Diligence, Legal Writing, FINRA, Risk Management, AML, Mutual Funds, Real Estate
Education
St. John's University School of Law 2004 — 2007
Juris Doctorate
New York University 2000 — 2004
Bachellor of Arts, History
New York University 2000 — 2004
Bachelor of Arts (B.A.)
RD Legal Funding LLC May 2015 - Present
UBS Wealth Management April 2013 - May 2015
Morgan Stanley Smith Barney December 2010 - April 2013
Morgan Stanley Smith Barney January 2009 - December 2010
Smith Barney, a division of Citigroup Global Markets Inc June 2006 - January 2009
St. John's University Securities Arbitration Clinic January 2006 - May 2006
Honorable Martin E May 2005 - September 2005
Skills
Securities, Litigation, Legal Research, Capital Markets, Hedge Funds, Investments, Securities Regulation, Private Equity, Due Diligence, Legal Writing, FINRA, Risk Management, AML, Mutual Funds, Real Estate
Education
St. John's University School of Law 2004 — 2007
Juris Doctorate
New York University 2000 — 2004
Bachellor of Arts, History
New York University 2000 — 2004
Bachelor of Arts (B.A.)
James Beckstead's Morgan Stanley Smith Barney Experience 2011 - Present
Job Operations
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2011 - Present
Etrade 2007 - 2011
Skills
Retirement Planning, Series 7, Microsoft Excel, FINRA, PowerPoint, Series 24, Microsoft Word, Securities, Series 63, Uniform Combined State..., Trading, Mutual Funds
Education
Northern Arizona University 2013 — 2014
Master's degree, English Language and Literature, General
University of Utah - David Eccles School of Business 2003 — 2009
Bachelor's, Finance
Morgan Stanley Smith Barney 2011 - Present
Etrade 2007 - 2011
Skills
Retirement Planning, Series 7, Microsoft Excel, FINRA, PowerPoint, Series 24, Microsoft Word, Securities, Series 63, Uniform Combined State..., Trading, Mutual Funds
Education
Northern Arizona University 2013 — 2014
Master's degree, English Language and Literature, General
University of Utah - David Eccles School of Business 2003 — 2009
Bachelor's, Finance
Nick Stelzer's Morgan Stanley Smith Barney Experience October 1998 - June 2000
Job Finance Manager at Navistar Inc
Industry Automotive
Experience
Navistar Inc April 2012 - Present
Navistar Inc August 2008 - April 2012
Navistar Inc June 2005 - August 2008
Navistar Inc June 2000 - June 2005
Morgan Stanley Smith Barney October 1998 - June 2000
Skills
Essbase, PeopleSoft, Financial Analysis, Financial Modeling, Management, Smartview, Teradata, Hyperion Enterprise, nVision, SQL, Microsoft Office, MDX, Visual Basic, Visual C++, SPSS, Baan, Business Analysis, Data Analysis, Process Improvement, Access, Hyperion Planning, OBIEE, Financial Reporting, Analysis, Sarbanes-Oxley Act, Strategic Financial...
Education
North Central College 1996 — 2000
B.S., Finance, Mathematics
Navistar Inc April 2012 - Present
Navistar Inc August 2008 - April 2012
Navistar Inc June 2005 - August 2008
Navistar Inc June 2000 - June 2005
Morgan Stanley Smith Barney October 1998 - June 2000
Skills
Essbase, PeopleSoft, Financial Analysis, Financial Modeling, Management, Smartview, Teradata, Hyperion Enterprise, nVision, SQL, Microsoft Office, MDX, Visual Basic, Visual C++, SPSS, Baan, Business Analysis, Data Analysis, Process Improvement, Access, Hyperion Planning, OBIEE, Financial Reporting, Analysis, Sarbanes-Oxley Act, Strategic Financial...
Education
North Central College 1996 — 2000
B.S., Finance, Mathematics
Norman Ng's Morgan Stanley Smith Barney Experience 2004 - 2005
Job Owner, Evergreen Global Realty
Industry Real Estate
Experience
Evergreen Global Realty April 2011 - Present
Citi 2005 - 2010
Morgan Stanley Smith Barney 2004 - 2005
Merrill Lynch 1998 - 2004
SMBC Nikko Securities America 1996 - 1998
Education
New York University
Evergreen Global Realty April 2011 - Present
Citi 2005 - 2010
Morgan Stanley Smith Barney 2004 - 2005
Merrill Lynch 1998 - 2004
SMBC Nikko Securities America 1996 - 1998
Education
New York University
Jennifer Holmes's Morgan Stanley Smith Barney Experience 2004 - 2005
Job Senior Brokerage Strategy Business Analyst at Scottrade
Industry Financial Services
Experience
Scottrade 2014 - Present
Scottrade 2013 - August 2014
Scottrade 2011 - 2013
Scottrade 2010 - 2011
Scottrade 2007 - 2010
A.G. Edwards & Sons, Inc. 2005 - 2007
Morgan Stanley Smith Barney 2004 - 2005
Skills
Series 9/10, Series 7, Series 66, AAMS (Accredited Asset..., BSC (Business Services..., Life/Health/LTC..., Completed FINRA..., Uniform Combined State..., FINRA, Mutual Funds, Series 63, Securities, Series 24, Investments, Asset Allocation, Options, Banking, Retirement Planning, Brokerage, Equities, Wealth Management, Bonds, Finance, Financial Services, ETFs, Investment Advisory, Portfolio Management, Fixed Income, Investment Strategies, Strategic Financial..., Bloomberg, Retirement, Trading, Financial Markets, Equity Trading
Education
Northern Michigan University
BS, Finance, Economics
Scottrade 2014 - Present
Scottrade 2013 - August 2014
Scottrade 2011 - 2013
Scottrade 2010 - 2011
Scottrade 2007 - 2010
A.G. Edwards & Sons, Inc. 2005 - 2007
Morgan Stanley Smith Barney 2004 - 2005
Skills
Series 9/10, Series 7, Series 66, AAMS (Accredited Asset..., BSC (Business Services..., Life/Health/LTC..., Completed FINRA..., Uniform Combined State..., FINRA, Mutual Funds, Series 63, Securities, Series 24, Investments, Asset Allocation, Options, Banking, Retirement Planning, Brokerage, Equities, Wealth Management, Bonds, Finance, Financial Services, ETFs, Investment Advisory, Portfolio Management, Fixed Income, Investment Strategies, Strategic Financial..., Bloomberg, Retirement, Trading, Financial Markets, Equity Trading
Education
Northern Michigan University
BS, Finance, Economics
Nishant Nayar's Morgan Stanley Smith Barney Experience June 2012 - September 2012
Job Investment Banking Analyst at Evercore
Industry Investment Banking
Experience
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Deloitte Consulting June 2013 - August 2013
Shore Capital Partners April 2013 - June 2013
Morgan Stanley Smith Barney June 2012 - September 2012
Deloitte July 2012 - July 2012
Kellogg School of Management October 2011 - January 2012
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Chemistry (Concentration: Materials Science and Nanotechnology)
John Marshall HIgh School 2007 — 2011
Evercore June 2015 - Present
Evercore June 2014 - August 2014
Deloitte Consulting June 2013 - August 2013
Shore Capital Partners April 2013 - June 2013
Morgan Stanley Smith Barney June 2012 - September 2012
Deloitte July 2012 - July 2012
Kellogg School of Management October 2011 - January 2012
Education
Northwestern University 2011 — 2015
Bachelor of Arts (B.A.), Chemistry (Concentration: Materials Science and Nanotechnology)
John Marshall HIgh School 2007 — 2011
William J Bassow CFP, CLU's Morgan Stanley Smith Barney Experience March 2010 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2010 - Present
Skills
Retirement Planning
Education
Northern Michigan University
Bachelor of Science, Business
Morgan Stanley Smith Barney March 2010 - Present
Skills
Retirement Planning
Education
Northern Michigan University
Bachelor of Science, Business
Sharon Sesling-Labonte's Morgan Stanley Smith Barney Experience 1992 - 1997
Job Head Fixed Income and Equity Trader at Acadia Trust, N.A.
Industry
Experience
Acadia Trust, N.A. June 1997 - Present
Acadia Trust, N.A. June 1997 - Present
The Center for Grieving Children June 2004 - May 2010
Junior League June 2003 - June 2004
Morgan Stanley Smith Barney 1992 - 1997
Education
Brookline HIgh School
Brookline HIgh School
Northeastern University
Acadia Trust, N.A. June 1997 - Present
Acadia Trust, N.A. June 1997 - Present
The Center for Grieving Children June 2004 - May 2010
Junior League June 2003 - June 2004
Morgan Stanley Smith Barney 1992 - 1997
Education
Brookline HIgh School
Brookline HIgh School
Northeastern University
Donna M Flagg's Morgan Stanley Smith Barney Experience January 2011 - Present
Job Senior Trust Officer at Morgan Stanley Private Bank, N.A.
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2011 - Present
Brown Brother Harriman October 2008 - December 2010
UBS Trust Company, N.A. September 2004 - October 2008
Citi March 1998 - September 2004
Deutsche Bank February 1985 - March 1998
Education
Niagara University
Bachelor of Science (BS), Management/Marketing
Morgan Stanley Smith Barney January 2011 - Present
Brown Brother Harriman October 2008 - December 2010
UBS Trust Company, N.A. September 2004 - October 2008
Citi March 1998 - September 2004
Deutsche Bank February 1985 - March 1998
Education
Niagara University
Bachelor of Science (BS), Management/Marketing
Sandy Starling's Morgan Stanley Smith Barney Experience December 2005 - Present
Job Senior Vice President Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2005 - Present
Education
North Carolina State University 1965 — 1969
Bachelor of Arts (BA), Economics
Morgan Stanley Smith Barney December 2005 - Present
Education
North Carolina State University 1965 — 1969
Bachelor of Arts (BA), Economics
Erin Ogden's Morgan Stanley Smith Barney Experience June 2009 - September 2010
Job
Industry E-Learning
Experience
McGraw-Hill Education September 2014 - Present
Deloitte Consulting August 2012 - September 2014
Northwestern University Office of Undergraduate Admission September 2009 - June 2012
Pearl Meyer & Partners June 2011 - August 2011
Morgan Stanley Smith Barney June 2009 - September 2010
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics and Mathematical Methods in the Social Sciences with honors
Hume Fogg Academic High School 2004 — 2008
McGraw-Hill Education September 2014 - Present
Deloitte Consulting August 2012 - September 2014
Northwestern University Office of Undergraduate Admission September 2009 - June 2012
Pearl Meyer & Partners June 2011 - August 2011
Morgan Stanley Smith Barney June 2009 - September 2010
Education
Northwestern University 2008 — 2012
Bachelor of Arts (B.A.), Economics and Mathematical Methods in the Social Sciences with honors
Hume Fogg Academic High School 2004 — 2008
Michelle MacNeil's Morgan Stanley Smith Barney Experience December 2003 - June 2013
Job Financial Services Professional
Industry Financial Services
Experience
UBS Financial Services Inc 2013 - 2014
Morgan Stanley Smith Barney December 2003 - June 2013
Merrill Lynch January 1997 - December 2003
Putnam June 1995 - December 1996
Merrill Lynch April 1994 - May 1995
Boston Financial Data Services January 1991 - April 1994
Skills
Customer Service, Microsoft Office, Investments, Financial Services, Microsoft Word, PowerPoint, Leadership, Finance, Wealth Management, Financial Analysis
Education
Newbury College 1992 — 1994
Paralegal Certificate Program, Legal Assistant/Paralegal
University of Massachusetts Dartmouth 1987 — 1991
Bachelor of Applied Science (BASc), Criminal Justice
UBS Financial Services Inc 2013 - 2014
Morgan Stanley Smith Barney December 2003 - June 2013
Merrill Lynch January 1997 - December 2003
Putnam June 1995 - December 1996
Merrill Lynch April 1994 - May 1995
Boston Financial Data Services January 1991 - April 1994
Skills
Customer Service, Microsoft Office, Investments, Financial Services, Microsoft Word, PowerPoint, Leadership, Finance, Wealth Management, Financial Analysis
Education
Newbury College 1992 — 1994
Paralegal Certificate Program, Legal Assistant/Paralegal
University of Massachusetts Dartmouth 1987 — 1991
Bachelor of Applied Science (BASc), Criminal Justice
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.