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
Georgeanna Wingate Georgeanna Wingate's Morgan Stanley Smith Barney Experience February 2006 - January 2009
Job Vice President First Republic Investment Management
Industry Financial Services
Experience
First Republic Investment Management December 2010 - Present
Morgan Stanley Smith Barney February 2006 - January 2009
Morgan Stanley Dean Witter August 2004 - February 2006
Morgan Stanley December 2000 - August 2004
Skills
Management, Recruiting, Financial Analysis, Human Resources, Auditing, Time Management, Portfolio Management, Wealth Management, Banking, Equities, Investments, Financial Services
Education
Old Dominion University 1996 — 2000
BS, Business
First Republic Investment Management December 2010 - Present
Morgan Stanley Smith Barney February 2006 - January 2009
Morgan Stanley Dean Witter August 2004 - February 2006
Morgan Stanley December 2000 - August 2004
Skills
Management, Recruiting, Financial Analysis, Human Resources, Auditing, Time Management, Portfolio Management, Wealth Management, Banking, Equities, Investments, Financial Services
Education
Old Dominion University 1996 — 2000
BS, Business
Mariana Ivezaj Mariana Ivezaj's Morgan Stanley Smith Barney Experience November 2006 - January 2007
Job Certified Financial Counselor at GreenPath Debt Solutions
Industry Financial Services
Experience
GreenPath Debt Solutions March 2011 - Present
GreenPath Debt Solutions January 2009 - March 2011
Gap Inc./Banana Republic September 2004 - December 2008
Morgan Stanley Smith Barney November 2006 - January 2007
Skills
Finance, Customer Service, Financial Analysis, Budgets, Microsoft Excel, Banking, Sales, Credit, Process Improvement, Management, Risk Management, Analysis, Accounts Payable, Financial Reporting, Training, Accounting
Education
Oakland University 2004 — 2008
Bachelor of Science, Finance
GreenPath Debt Solutions March 2011 - Present
GreenPath Debt Solutions January 2009 - March 2011
Gap Inc./Banana Republic September 2004 - December 2008
Morgan Stanley Smith Barney November 2006 - January 2007
Skills
Finance, Customer Service, Financial Analysis, Budgets, Microsoft Excel, Banking, Sales, Credit, Process Improvement, Management, Risk Management, Analysis, Accounts Payable, Financial Reporting, Training, Accounting
Education
Oakland University 2004 — 2008
Bachelor of Science, Finance
Brandy Springer Brandy Springer's Morgan Stanley Smith Barney Experience October 2004 - October 2012
Job Senior Wealth Strategy Associate Winburn Financial Group at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. October 2013 - Present
Morgan Stanley Smith Barney October 2004 - October 2012
Merrill Lynch September 1996 - March 2004
Education
Oklahoma Wesleyan University 1998 — 2000
Asso, Business Administration and Management, General
UBS Financial Services Inc. October 2013 - Present
Morgan Stanley Smith Barney October 2004 - October 2012
Merrill Lynch September 1996 - March 2004
Education
Oklahoma Wesleyan University 1998 — 2000
Asso, Business Administration and Management, General
Bill McShane Bill McShane's Morgan Stanley Smith Barney Experience January 1983 - June 2008
Job Vice PresidentInvestments at Umpqua Investments, Inc.
Industry Financial Services
Experience
Umpqua Investments, Inc. 2008 - Present
Morgan Stanley Smith Barney January 1983 - June 2008
Skills
Investments, Portfolio Management, Wealth Management, Financial Planning, Series 7, Retirement Planning, Strategic Financial..., Retirement, Risk Management, Financial Modeling, Strategic Planning, Financial Analysis, Asset Allocation, Life Insurance, Mutual Funds, Fixed Annuities, Banking, Investment Advisory, Wealth Management...
Education
Oregon State University 1977 — 1982
BS, Business Administration
Umpqua Investments, Inc. 2008 - Present
Morgan Stanley Smith Barney January 1983 - June 2008
Skills
Investments, Portfolio Management, Wealth Management, Financial Planning, Series 7, Retirement Planning, Strategic Financial..., Retirement, Risk Management, Financial Modeling, Strategic Planning, Financial Analysis, Asset Allocation, Life Insurance, Mutual Funds, Fixed Annuities, Banking, Investment Advisory, Wealth Management...
Education
Oregon State University 1977 — 1982
BS, Business Administration
Jonathan Oliver Jonathan Oliver's Morgan Stanley Smith Barney Experience March 2010 - September 2010
Job Senior Financial Analyst at Nordstrom
Industry Retail
Experience
Nordstrom January 2015 - Present
Boeing August 2014 - January 2015
Boeing April 2012 - July 2014
State of Washington July 2011 - April 2012
Western Washington University June 2010 - June 2011
Morgan Stanley Smith Barney March 2010 - September 2010
Ryzex 2005 - 2007
Skills
Financial Modeling, Analysis, Accounting, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Reporting, Financial Statements, Executive Presentations
Education
Ohio University 2014 — 2015
Master of Business Administration (M.B.A.)
Western Washington University
Bachelor's
Western Washington University
Bachelor's
Western Washington University
Minor
Nordstrom January 2015 - Present
Boeing August 2014 - January 2015
Boeing April 2012 - July 2014
State of Washington July 2011 - April 2012
Western Washington University June 2010 - June 2011
Morgan Stanley Smith Barney March 2010 - September 2010
Ryzex 2005 - 2007
Skills
Financial Modeling, Analysis, Accounting, Microsoft Excel, Microsoft Office, Financial Analysis, Financial Reporting, Financial Statements, Executive Presentations
Education
Ohio University 2014 — 2015
Master of Business Administration (M.B.A.)
Western Washington University
Bachelor's
Western Washington University
Bachelor's
Western Washington University
Minor
Heather Winnen Heather Winnen's Morgan Stanley Smith Barney Experience June 2010 - June 2011
Job Regional Manager Sales and Market Development at Oracle
Industry Information Technology and Services
Experience
Oracle April 2015 - Present
Oracle March 2014 - Present
Oracle January 2013 - February 2014
Morgan Stanley Smith Barney June 2010 - June 2011
Fisher Investments May 2007 - January 2009
Skills
Wealth Management, Business Development, Financial Analysis, CRM, Portfolio Management, Business Strategy, Investments, Financial Services, Financial Modeling, Salesforce.com, New Business Development, Strategy, Relationship Management, Finance, Sales, Marketing, Sales Management, Strategic Financial..., Business Analysis, Baking, Entrepreneurship
Education
University of San Francisco 2011 — 2012
Bachelors of Science, Business Administration
Half moon bay
Oklahoma State University
Oracle April 2015 - Present
Oracle March 2014 - Present
Oracle January 2013 - February 2014
Morgan Stanley Smith Barney June 2010 - June 2011
Fisher Investments May 2007 - January 2009
Skills
Wealth Management, Business Development, Financial Analysis, CRM, Portfolio Management, Business Strategy, Investments, Financial Services, Financial Modeling, Salesforce.com, New Business Development, Strategy, Relationship Management, Finance, Sales, Marketing, Sales Management, Strategic Financial..., Business Analysis, Baking, Entrepreneurship
Education
University of San Francisco 2011 — 2012
Bachelors of Science, Business Administration
Half moon bay
Oklahoma State University
Jennifer McClain Jennifer McClain's Morgan Stanley Smith Barney Experience 1994 - 2008
Job Tax Incharge
Industry Accounting
Experience
Plante Moran January 2013 - Present
UHY Advisors January 2012 - November 2012
Raymond James Financial Inc. May 2008 - January 2010
Morgan Stanley Smith Barney 1994 - 2008
Skills
Corporate Tax, Tax Preparation, International Tax, Income Tax, Gift Tax, Estate Tax Planning, ProSystem fx Tax, Accounting, Personal Financial..., Partnership Taxation, Financial Planners, Trusts, High Net Worth...
Education
Oakland University 2010 — 2012
Master's degree, Accounting, 3.6
Walsh College of Accountancy and Business Administration 1993 — 1997
Bachelor of Business Administration (BBA), General Business
Plante Moran January 2013 - Present
UHY Advisors January 2012 - November 2012
Raymond James Financial Inc. May 2008 - January 2010
Morgan Stanley Smith Barney 1994 - 2008
Skills
Corporate Tax, Tax Preparation, International Tax, Income Tax, Gift Tax, Estate Tax Planning, ProSystem fx Tax, Accounting, Personal Financial..., Partnership Taxation, Financial Planners, Trusts, High Net Worth...
Education
Oakland University 2010 — 2012
Master's degree, Accounting, 3.6
Walsh College of Accountancy and Business Administration 1993 — 1997
Bachelor of Business Administration (BBA), General Business
mayra magnus mayra magnus's Morgan Stanley Smith Barney Experience May 2012 - January 2013
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2012 - January 2013
Allstate May 2010 - May 2012
Skills
Series 7, Retirement Planning, Wealth Management, 401k Rollovers, Series 65, Series 63, Investment Advisory, Retirement, Mutual Funds, Saving for Education, Strategic Financial..., Investment Strategies, Investments, IRAs, Financial Advisory, Wealth Management..., Fixed Annuities, Alternative Investments
Education
Nova Southeastern University 2007 — 2009
University of Miami 2003 — 2007
Morgan Stanley Smith Barney May 2012 - January 2013
Allstate May 2010 - May 2012
Skills
Series 7, Retirement Planning, Wealth Management, 401k Rollovers, Series 65, Series 63, Investment Advisory, Retirement, Mutual Funds, Saving for Education, Strategic Financial..., Investment Strategies, Investments, IRAs, Financial Advisory, Wealth Management..., Fixed Annuities, Alternative Investments
Education
Nova Southeastern University 2007 — 2009
University of Miami 2003 — 2007
Andrew Kramer, CFA Andrew Kramer, CFA's Morgan Stanley Smith Barney Experience January 1990 - December 1993
Job Client Services Retirement Plans
Industry Investment Management
Experience
Mutual of America June 2015 - Present
Capital One January 2013 - June 2015
Mercer Investments August 2000 - July 2013
Mercer Investments August 2000 - July 2013
KPMG January 1997 - August 2000
Intersec Research January 1994 - December 1996
Morgan Stanley Smith Barney January 1990 - December 1993
Skills
CFA, Asset Management
Education
Pace University 1983 — 1986
MBA, Information Systems
University of Maryland College Park 1979 — 1983
BS, Finance
Mutual of America June 2015 - Present
Capital One January 2013 - June 2015
Mercer Investments August 2000 - July 2013
Mercer Investments August 2000 - July 2013
KPMG January 1997 - August 2000
Intersec Research January 1994 - December 1996
Morgan Stanley Smith Barney January 1990 - December 1993
Skills
CFA, Asset Management
Education
Pace University 1983 — 1986
MBA, Information Systems
University of Maryland College Park 1979 — 1983
BS, Finance
Angie Francis Angie Francis's Morgan Stanley Smith Barney Experience June 2005 - April 2013
Job Business Professional/Full Time Student
Industry Government Administration
Experience
OhioMeansJobs of Stark County February 2013 - June 2015
Morgan Stanley Smith Barney June 2005 - April 2013
NetJets 2003 - 2005
Kmart Corporation 2002 - 2003
Safe Auto Insurance Company 2001 - 2002
UnitedHealth Group 1998 - 2000
Aetna 1996 - 1998
Skills
Customer Service, Public Speaking, Resume Writing, Microsoft Excel, Microsoft Office, Research, Management, Project Management, Professional..., Written Communication, Problem Solving, Evaluation, Highly detail oriented, Workforce Development, Team Building, Interviews, Policy, Outlook, Job Search Strategies, Coaching, Recruiting, Career Counseling, Supervisory Skills, Government, Administration, Training, Community Outreach, Conflict Resolution, Human Resources
Education
Ohio Dominican University
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Kaplan University online
1 yr, Criminal Justice/Police Science
OhioMeansJobs of Stark County February 2013 - June 2015
Morgan Stanley Smith Barney June 2005 - April 2013
NetJets 2003 - 2005
Kmart Corporation 2002 - 2003
Safe Auto Insurance Company 2001 - 2002
UnitedHealth Group 1998 - 2000
Aetna 1996 - 1998
Skills
Customer Service, Public Speaking, Resume Writing, Microsoft Excel, Microsoft Office, Research, Management, Project Management, Professional..., Written Communication, Problem Solving, Evaluation, Highly detail oriented, Workforce Development, Team Building, Interviews, Policy, Outlook, Job Search Strategies, Coaching, Recruiting, Career Counseling, Supervisory Skills, Government, Administration, Training, Community Outreach, Conflict Resolution, Human Resources
Education
Ohio Dominican University
Bachelor of Business Administration (B.B.A.), Business Administration, Management and Operations
Kaplan University online
1 yr, Criminal Justice/Police Science
Richard Lombard Richard Lombard's Morgan Stanley Smith Barney Experience December 2011 - September 2012
Job Financial Advisor at LPL Financial
Industry Financial Services
Experience
LPL Financial March 2013 - Present
Morgan Stanley Smith Barney December 2011 - September 2012
apples2apples, inc. October 2010 - December 2011
National Lift Truck, Inc. September 2006 - May 2010
FactSet Research Systems 2000 - 2004
Thomson Financial 1995 - 1999
Education
Norwich University 1988 — 1992
English
South Kent School 1984 — 1988
LPL Financial March 2013 - Present
Morgan Stanley Smith Barney December 2011 - September 2012
apples2apples, inc. October 2010 - December 2011
National Lift Truck, Inc. September 2006 - May 2010
FactSet Research Systems 2000 - 2004
Thomson Financial 1995 - 1999
Education
Norwich University 1988 — 1992
English
South Kent School 1984 — 1988
Antony Bova Antony Bova's Morgan Stanley Smith Barney Experience November 2009 - June 2011
Job Account ManagerInside SalesCustomer ServiceTech Support at CDK (formerly ADP) Dealer Services
Industry Automotive
Experience
ADP Dealer Services September 2011 - Present
Time Warner Business Class Services March 2011 - September 2011
Morgan Stanley Smith Barney November 2009 - June 2011
Verizon Wireless July 2002 - August 2008
Express Medical May 2001 - June 2002
YMCA June 1997 - May 2001
Pulmonary Rehabilitation & Associates June 1997 - June 1999
Skills
Leadership, Customer Service, Call Centers, Coaching, Sales, Management, Time Management, Marketing, Quality Assurance, Human Resources, Event Planning, Process Scheduler, Sales Process, Fitness Training, Microsoft Office, Outlook, Sales Management, Microsoft Word
Education
Ohio Dominican University 2005 — 2007
MBA, Business
Youngstown State University 1993 — 1997
BSAS, Exercise Physiology
Struthers High School 1985 — 1989
ADP Dealer Services September 2011 - Present
Time Warner Business Class Services March 2011 - September 2011
Morgan Stanley Smith Barney November 2009 - June 2011
Verizon Wireless July 2002 - August 2008
Express Medical May 2001 - June 2002
YMCA June 1997 - May 2001
Pulmonary Rehabilitation & Associates June 1997 - June 1999
Skills
Leadership, Customer Service, Call Centers, Coaching, Sales, Management, Time Management, Marketing, Quality Assurance, Human Resources, Event Planning, Process Scheduler, Sales Process, Fitness Training, Microsoft Office, Outlook, Sales Management, Microsoft Word
Education
Ohio Dominican University 2005 — 2007
MBA, Business
Youngstown State University 1993 — 1997
BSAS, Exercise Physiology
Struthers High School 1985 — 1989
Joe Kelly III, MBA's Morgan Stanley Smith Barney Experience January 2009 - April 2009
Job Personal Banker At Wells Fargo & Treasure at Pretty Fresh Inc
Industry Financial Services
Experience
Wells Fargo October 2014 - Present
Pretty Fresh Inc May 2014 - Present
JPMorgan Chase Bank, N.A. June 2013 - October 2014
AT&T Mobility January 2012 - June 2013
All-Purpose Management Inc. March 2011 - June 2013
Wachovia August 2010 - July 2011
Enterprise Rent-A-Car December 2009 - April 2010
Morgan Stanley Smith Barney January 2009 - April 2009
Education
Nova Southeastern University 2012 — 2013
Masters of Business Administration, Finance, General, 3.40
Palm Beach Atlantic University 2008 — 2010
Bachelors of Science, Corporate Finance, 3.0
Wells Fargo October 2014 - Present
Pretty Fresh Inc May 2014 - Present
JPMorgan Chase Bank, N.A. June 2013 - October 2014
AT&T Mobility January 2012 - June 2013
All-Purpose Management Inc. March 2011 - June 2013
Wachovia August 2010 - July 2011
Enterprise Rent-A-Car December 2009 - April 2010
Morgan Stanley Smith Barney January 2009 - April 2009
Education
Nova Southeastern University 2012 — 2013
Masters of Business Administration, Finance, General, 3.40
Palm Beach Atlantic University 2008 — 2010
Bachelors of Science, Corporate Finance, 3.0
Jonathan Soto Jonathan Soto's Morgan Stanley Smith Barney Experience June 2007 - August 2007
Job Associate at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2015 - Present
Touro College July 2014 - June 2015
Touro College October 2011 - June 2014
PwC September 2010 - March 2011
IBM August 2008 - February 2010
Pace University August 2007 - July 2008
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Microsoft Excel, Auditing, Accounting, Financial Reporting, Internal Controls, Financial Analysis, Microsoft Office, Management, Leadership, Bloomberg Terminal, Microsoft SQL Server, Vizio, Lotus Notes, Brio Query, SQL DB2, VBA, Cognos, Oracle SQL Developer, SQL Server Management..., AS400 system, Data Integration, Data Cleaning, Business Rules, Data Mapping, Data Analysis, PHP, PowerPoint, Analysis, Event Planning, Finance, Public Speaking, Microsoft Word
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Accounting and Finance
J.P. Morgan June 2015 - Present
Touro College July 2014 - June 2015
Touro College October 2011 - June 2014
PwC September 2010 - March 2011
IBM August 2008 - February 2010
Pace University August 2007 - July 2008
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Microsoft Excel, Auditing, Accounting, Financial Reporting, Internal Controls, Financial Analysis, Microsoft Office, Management, Leadership, Bloomberg Terminal, Microsoft SQL Server, Vizio, Lotus Notes, Brio Query, SQL DB2, VBA, Cognos, Oracle SQL Developer, SQL Server Management..., AS400 system, Data Integration, Data Cleaning, Business Rules, Data Mapping, Data Analysis, PHP, PowerPoint, Analysis, Event Planning, Finance, Public Speaking, Microsoft Word
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Mark Mastroberti's Morgan Stanley Smith Barney Experience August 1996 - October 2011
Job Vice President, Portfolio Manager
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
Morgan Stanley Smith Barney August 1996 - October 2011
Skills
Marathon Runner, High Net Worth..., Running, Retirement Planning, Asset Managment, Retirement, Investments, Series 7, Wealth Management, Endowments, Asset Allocation, Financial Services, Asset Management
Education
Pace University 1977 — 1981
BBA, Marketing
Mosignor Farrell H.S. 1973 — 1977
Our Lady Queen of Peace 1964 — 1973
Merrill Lynch October 2011 - Present
Morgan Stanley Smith Barney August 1996 - October 2011
Skills
Marathon Runner, High Net Worth..., Running, Retirement Planning, Asset Managment, Retirement, Investments, Series 7, Wealth Management, Endowments, Asset Allocation, Financial Services, Asset Management
Education
Pace University 1977 — 1981
BBA, Marketing
Mosignor Farrell H.S. 1973 — 1977
Our Lady Queen of Peace 1964 — 1973
Randall Kronour, MBA Randall Kronour, MBA's Morgan Stanley Smith Barney Experience February 2006 - March 2009
Job Ameriprise Financial, Financial Advisor, Associate Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2009 - Present
Morgan Stanley Smith Barney February 2006 - March 2009
Edward Jones March 1999 - February 2006
Education
University of Dayton 1978 — 1980
MBA, Business Administration
Wright State University 1972 — 1975
BS, Business Administration
Ohio Northern University 1970 — 1972
Business Administration
Ameriprise Financial Services, Inc. March 2009 - Present
Morgan Stanley Smith Barney February 2006 - March 2009
Edward Jones March 1999 - February 2006
Education
University of Dayton 1978 — 1980
MBA, Business Administration
Wright State University 1972 — 1975
BS, Business Administration
Ohio Northern University 1970 — 1972
Business Administration
Brad Lesowitz Brad Lesowitz's Morgan Stanley Smith Barney Experience 1977 - 1983
Job Managing Director Charles Schwab
Industry Financial Services
Experience
Charles Schwab September 2009 - Present
Charles Schwab September 2009 - April 2010
Wachovia Securities July 2000 - May 2009
First Albany December 1999 - May 2000
Bankers Trust (now Deutsche Bank) 1999 - 2000
Merrill Lynch 1998 - 1999
Brown Bros. Harriman & Co. May 1995 - August 1998
Goldman Sachs & Co. July 1983 - May 1995
Morgan Stanley Smith Barney 1977 - 1983
Skills
Investment Advisory, Asset Managment, Hedge Funds, Wealth Management, Series 65, AML, Retirement Planning, FINRA, Capital Markets, Investment Strategies, ETFs, Retirement, Asset Allocation, Trading, Alternative Investments, Investments, Fixed Annuities, Bloomberg, Portfolio Management, Strategic Financial..., Banking, Financial Markets, Asset Management, Financial Planning, Prime Brokerage, Relationship Management, Series 6
Education
Nyack College 1990 — 1994
BS, Org mangement
Charles Schwab September 2009 - Present
Charles Schwab September 2009 - April 2010
Wachovia Securities July 2000 - May 2009
First Albany December 1999 - May 2000
Bankers Trust (now Deutsche Bank) 1999 - 2000
Merrill Lynch 1998 - 1999
Brown Bros. Harriman & Co. May 1995 - August 1998
Goldman Sachs & Co. July 1983 - May 1995
Morgan Stanley Smith Barney 1977 - 1983
Skills
Investment Advisory, Asset Managment, Hedge Funds, Wealth Management, Series 65, AML, Retirement Planning, FINRA, Capital Markets, Investment Strategies, ETFs, Retirement, Asset Allocation, Trading, Alternative Investments, Investments, Fixed Annuities, Bloomberg, Portfolio Management, Strategic Financial..., Banking, Financial Markets, Asset Management, Financial Planning, Prime Brokerage, Relationship Management, Series 6
Education
Nyack College 1990 — 1994
BS, Org mangement
Manoja Kakani Manoja Kakani's Morgan Stanley Smith Barney Experience December 2010 - Present
Job Senior Business Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2010 - Present
Baker Hughes May 2009 - December 2010
Baker Hughes May 2008 - July 2008
Mahindra Satyam July 2006 - May 2007
Skills
Business Analysis, Project Management, Data Analysis, SDLC, Cross-functional Team..., Product Development, Agile Methodologies, Requirements Analysis, Process Improvement, Analysis, Strategy, Leadership, Management, Training
Education
University of Pennsylvania 2007 — 2008
Master of Science (M.S.), Electrical, Electronics and Communications Engineering
Osmania University 2002 — 2006
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Parsons School of Design
Interior Design Certificate, Space Planning & Interior Design
Morgan Stanley Smith Barney December 2010 - Present
Baker Hughes May 2009 - December 2010
Baker Hughes May 2008 - July 2008
Mahindra Satyam July 2006 - May 2007
Skills
Business Analysis, Project Management, Data Analysis, SDLC, Cross-functional Team..., Product Development, Agile Methodologies, Requirements Analysis, Process Improvement, Analysis, Strategy, Leadership, Management, Training
Education
University of Pennsylvania 2007 — 2008
Master of Science (M.S.), Electrical, Electronics and Communications Engineering
Osmania University 2002 — 2006
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
Parsons School of Design
Interior Design Certificate, Space Planning & Interior Design
April Whitehead,CFP®, ChFC® April Whitehead,CFP®, ChFC®'s Morgan Stanley Smith Barney Experience March 2005 - November 2011
Job Financial Advisor Hurst & Associates a financial advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2011 - Present
Morgan Stanley Smith Barney March 2005 - November 2011
Education
University of Notre Dame - Mendoza College of Business 1999 — 2000
Master of Science (MS), Accounting
Ohio University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Ameriprise Financial Services, Inc. November 2011 - Present
Morgan Stanley Smith Barney March 2005 - November 2011
Education
University of Notre Dame - Mendoza College of Business 1999 — 2000
Master of Science (MS), Accounting
Ohio University 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, General
Beverly Bailey Beverly Bailey's Morgan Stanley Smith Barney Experience September 2003 - December 2009
Job `
Industry Financial Services
Experience
WOMEN'S FINANCIAL RESOURCES April 2013 - Present
CHAMISA FINANCIAL January 2010 - October 2014
Morgan Stanley Smith Barney September 2003 - December 2009
Education
Oklahoma City University 1983 — 1986
Master of Business Administration (MBA), Finance, General
Texas A&M University 1974 — 1977
Bachelor of Science (B.S.), Geology/Earth Science, General, Summa Cum Laude
Friona High School 1971 — 1974
WOMEN'S FINANCIAL RESOURCES April 2013 - Present
CHAMISA FINANCIAL January 2010 - October 2014
Morgan Stanley Smith Barney September 2003 - December 2009
Education
Oklahoma City University 1983 — 1986
Master of Business Administration (MBA), Finance, General
Texas A&M University 1974 — 1977
Bachelor of Science (B.S.), Geology/Earth Science, General, Summa Cum Laude
Friona High School 1971 — 1974
Najva Totonchi Najva Totonchi's Morgan Stanley Smith Barney Experience May 2006 - March 2013
Job Experienced Office Manager / Executive Assistant with strong organizational and technical skills
Industry Financial Services
Experience
Producers Choice Network April 2013 - Present
Morgan Stanley Smith Barney May 2006 - March 2013
Future Benefits July 2005 - May 2006
BBCM Financial Services, LLC January 1997 - January 2005
North American Financial Services Co January 1994 - January 1997
Equitable Financial Companies January 1987 - January 1994
Self Insured Risk Services January 1982 - January 1986
Penn General Services of Michigan January 1980 - January 1982
Skills
Customer Service, Insurance, Customer Relations, Leadership, CRM, Management, Mutual Funds, Marketing, Fixed Annuities, Life Insurance, Strategic Financial...
Education
Oakland Community College
Associate's degree, Business Administration and Management, General
State of Michigan
Life, Accident and Health
Producers Choice Network April 2013 - Present
Morgan Stanley Smith Barney May 2006 - March 2013
Future Benefits July 2005 - May 2006
BBCM Financial Services, LLC January 1997 - January 2005
North American Financial Services Co January 1994 - January 1997
Equitable Financial Companies January 1987 - January 1994
Self Insured Risk Services January 1982 - January 1986
Penn General Services of Michigan January 1980 - January 1982
Skills
Customer Service, Insurance, Customer Relations, Leadership, CRM, Management, Mutual Funds, Marketing, Fixed Annuities, Life Insurance, Strategic Financial...
Education
Oakland Community College
Associate's degree, Business Administration and Management, General
State of Michigan
Life, Accident and Health
Angie Chase Angie Chase's Morgan Stanley Smith Barney Experience April 2011 - September 2011
Job Senior Registered Client Service Associate at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS September 2011 - Present
Morgan Stanley Smith Barney April 2011 - September 2011
Morgan Stanley Smith Barney August 2004 - April 2011
R-anell Housing Group 2003 - 2004
Skills
Series 63, Series 7, Wealth Management, Mutual Funds, Securities, Retirement Planning, Investments, Asset Allocation, Financial Services, Equities
Education
Ohio Valley University
UBS September 2011 - Present
Morgan Stanley Smith Barney April 2011 - September 2011
Morgan Stanley Smith Barney August 2004 - April 2011
R-anell Housing Group 2003 - 2004
Skills
Series 63, Series 7, Wealth Management, Mutual Funds, Securities, Retirement Planning, Investments, Asset Allocation, Financial Services, Equities
Education
Ohio Valley University
Stacy Brodie Dull's Morgan Stanley Smith Barney Experience April 2006 - November 2006
Job Executive Assistant at Sterling Partners
Industry Venture Capital & Private Equity
Experience
Sterling Partners June 2010 - Present
Prometric May 2007 - February 2009
Morgan Stanley Smith Barney April 2006 - November 2006
Legg Mason June 1994 - March 2006
Skills
Employee Relations, Office Management, Human Resources, Event Planning, Recruiting, Team Building, Management, Leadership, Payroll, Training, Microsoft Excel, PowerPoint
Education
Baltimore Polytechnic Institute
Engineering Sciences
College of Notre Dame of Maryland
Communications
Sterling Partners June 2010 - Present
Prometric May 2007 - February 2009
Morgan Stanley Smith Barney April 2006 - November 2006
Legg Mason June 1994 - March 2006
Skills
Employee Relations, Office Management, Human Resources, Event Planning, Recruiting, Team Building, Management, Leadership, Payroll, Training, Microsoft Excel, PowerPoint
Education
Baltimore Polytechnic Institute
Engineering Sciences
College of Notre Dame of Maryland
Communications
Heather Gantt Heather Gantt's Morgan Stanley Smith Barney Experience September 2006 - July 2011
Job Wealth Management Consultant at HD Vest Financial Services
Industry Financial Services
Experience
HD Vest Financial Services August 2012 - Present
TMA Systems October 2011 - August 2012
Morgan Stanley Smith Barney September 2006 - July 2011
Capital Assets, Inc August 2005 - September 2006
Skills
Bilingual -..., Series 7, Financial Advisory, Wealth Management, IRA's, Retirement Planning, Mutual Funds, Series 66, Client Development, Asset Allocation, IRAs, Uniform Combined State..., 401k, French, Financial Planning, Investment Advisory, Financial Services, Series 63, Finance, Business Development, Management, Retirement, Strategic Financial...
Education
Oklahoma State University 2001 — 2005
Bachelor of Science, International Business
HD Vest Financial Services August 2012 - Present
TMA Systems October 2011 - August 2012
Morgan Stanley Smith Barney September 2006 - July 2011
Capital Assets, Inc August 2005 - September 2006
Skills
Bilingual -..., Series 7, Financial Advisory, Wealth Management, IRA's, Retirement Planning, Mutual Funds, Series 66, Client Development, Asset Allocation, IRAs, Uniform Combined State..., 401k, French, Financial Planning, Investment Advisory, Financial Services, Series 63, Finance, Business Development, Management, Retirement, Strategic Financial...
Education
Oklahoma State University 2001 — 2005
Bachelor of Science, International Business
Ethan Schiappacasse Ethan Schiappacasse's Morgan Stanley Smith Barney Experience March 2011 - September 2011
Job Project Manager at Envision Lighting Systems
Industry Electrical/Electronic Manufacturing
Experience
Envision Lighting Systems June 2015 - Present
Precision Global Systems September 2014 - May 2015
SB Specialty Metals May 2013 - July 2014
Buffalo Wild Wings August 2008 - April 2013
Morgan Stanley Smith Barney March 2011 - September 2011
Cherry Creek Golf Course October 2006 - May 2007
IC Systems April 2006 - September 2006
Skills
Time Management, Marketing, Market Research, Portfolio Management, Marketing Strategy, Mutual Funds, Strategic Financial..., Financial Services, Marketing Communications, Microsoft Excel, Competitive Analysis, Sales, Social Networking
Education
Oakland University 2008 — 2012
Bachelor of Science, Marketing
Oakland University 2008 — 2012
Bachelor of Science (B.S.), Marketing
Envision Lighting Systems June 2015 - Present
Precision Global Systems September 2014 - May 2015
SB Specialty Metals May 2013 - July 2014
Buffalo Wild Wings August 2008 - April 2013
Morgan Stanley Smith Barney March 2011 - September 2011
Cherry Creek Golf Course October 2006 - May 2007
IC Systems April 2006 - September 2006
Skills
Time Management, Marketing, Market Research, Portfolio Management, Marketing Strategy, Mutual Funds, Strategic Financial..., Financial Services, Marketing Communications, Microsoft Excel, Competitive Analysis, Sales, Social Networking
Education
Oakland University 2008 — 2012
Bachelor of Science, Marketing
Oakland University 2008 — 2012
Bachelor of Science (B.S.), Marketing
Jeffrey Keating's Morgan Stanley Smith Barney Experience March 2006 - April 2011
Job Director at John Hancock Life Insurance Company (U.S.A.)
Industry Financial Services
Experience
John Hancock Life Insurance Company (U.S.A.) May 2011 - Present
Morgan Stanley Smith Barney March 2006 - April 2011
United States Marine Corps July 1999 - February 2008
Maxim Group November 2003 - November 2005
Skills
Pensions, Relationship Management, Series 7, Series 63, Investments, Mutual Funds, Retirement, Retirement Planning, Series 24, Financial Services, Wealth Management..., FINRA, 401k, IRAs, Estate Planning, Wealth, Wealth Management, Uniform Combined State...
Education
Pace University 1997 — 2001
BA, Language Studies, Marketing
John Hancock Life Insurance Company (U.S.A.) May 2011 - Present
Morgan Stanley Smith Barney March 2006 - April 2011
United States Marine Corps July 1999 - February 2008
Maxim Group November 2003 - November 2005
Skills
Pensions, Relationship Management, Series 7, Series 63, Investments, Mutual Funds, Retirement, Retirement Planning, Series 24, Financial Services, Wealth Management..., FINRA, 401k, IRAs, Estate Planning, Wealth, Wealth Management, Uniform Combined State...
Education
Pace University 1997 — 2001
BA, Language Studies, Marketing
Carter Cowan, AIF CRPS's Morgan Stanley Smith Barney Experience May 2008 - September 2011
Job Accredited Investment Fiduciary, Chartered Retirement Plans Specialist, Financial Advisor at Northstar Wealth Management
Industry Financial Services
Experience
Northstar Wealth Management, LLC September 2011 - Present
Morgan Stanley Smith Barney May 2008 - September 2011
Merrill Lynch January 2005 - May 2008
Bank of Oklahoma July 1998 - January 2005
Skills
Wealth Management, Alternative Investments, Retirement, Asset Allocation, Mutual Funds, Retirement Planning, Securities, Investments, 401k, Financial Services
Education
Oklahoma State University 2001 — 2003
MBA, Business
University of Oklahoma - Price College of Business 1995 — 1998
Bachelors of Business Administration, Finance
Deer Creek High School 1987 — 1991
Fruita Monument High School 1987 — 1987
Northstar Wealth Management, LLC September 2011 - Present
Morgan Stanley Smith Barney May 2008 - September 2011
Merrill Lynch January 2005 - May 2008
Bank of Oklahoma July 1998 - January 2005
Skills
Wealth Management, Alternative Investments, Retirement, Asset Allocation, Mutual Funds, Retirement Planning, Securities, Investments, 401k, Financial Services
Education
Oklahoma State University 2001 — 2003
MBA, Business
University of Oklahoma - Price College of Business 1995 — 1998
Bachelors of Business Administration, Finance
Deer Creek High School 1987 — 1991
Fruita Monument High School 1987 — 1987
Eric Scherr Eric Scherr's Morgan Stanley Smith Barney Experience January 1995 - March 1998
Job Promotions Director at Stern Advertising
Industry Marketing and Advertising
Experience
Stern Advertising September 2015 - Present
Tri-C Construction Company, Inc November 2012 - August 2015
Associated Estates Realty Corp March 2012 - November 2012
Metro Lexus September 2011 - March 2012
Carls Patio / Terrace-436 September 2009 - December 2010
Ansca Homes October 2002 - May 2009
Mobelform June 1999 - September 2002
Citibank March 1998 - June 1999
Morgan Stanley Smith Barney January 1995 - March 1998
Lehwald, Orosey & Pepe January 1994 - August 1994
Skills
Sales, Real Estate, Customer Service, Negotiation, Property Management, Tenant, Leases, Strategic Planning, New Business Development, Contract Negotiation, Marketing Strategy, Residential Homes, Team Building, Marketing, Real Estate Transactions, Real Estate Development, Investment Properties, Event Planning, Retail, Microsoft Office, Finance, Investments, Selling
Education
Nova Southeastern University
MBA, Business
Revere High School
Wright State University
Bachelor of Science, Marketing
Stern Advertising September 2015 - Present
Tri-C Construction Company, Inc November 2012 - August 2015
Associated Estates Realty Corp March 2012 - November 2012
Metro Lexus September 2011 - March 2012
Carls Patio / Terrace-436 September 2009 - December 2010
Ansca Homes October 2002 - May 2009
Mobelform June 1999 - September 2002
Citibank March 1998 - June 1999
Morgan Stanley Smith Barney January 1995 - March 1998
Lehwald, Orosey & Pepe January 1994 - August 1994
Skills
Sales, Real Estate, Customer Service, Negotiation, Property Management, Tenant, Leases, Strategic Planning, New Business Development, Contract Negotiation, Marketing Strategy, Residential Homes, Team Building, Marketing, Real Estate Transactions, Real Estate Development, Investment Properties, Event Planning, Retail, Microsoft Office, Finance, Investments, Selling
Education
Nova Southeastern University
MBA, Business
Revere High School
Wright State University
Bachelor of Science, Marketing
David Harter David Harter's Morgan Stanley Smith Barney Experience January 2000 - January 2003
Job Vice President at Penn Mutual
Industry Financial Services
Experience
Penn Mutual January 2015 - Present
Forest Hills Financial Group March 2013 - December 2014
MetLife Solutions Group July 2010 - September 2012
UBS Financial Services September 2007 - August 2008
UBS Global Asset Management October 2006 - September 2007
UBS Financial Services December 2004 - October 2006
Smith Barney April 2000 - December 2004
Morgan Stanley Smith Barney January 2000 - January 2003
Skills
Retirement Planning, Wealth Management, Series 7, Asset Allocation, Strategic Financial..., Securities, Retirement, Insurance, Investments, Series 63, Financial Planning, Financial Services, Financial Advisory, Financial Analysis, Asset Management, Disability Insurance, Long Term Care Insurance, Financial Planners, Employee Benefits, Finance, IRAs, Fixed Annuities, Strategy, Series 6, Estate Planning, Investment Advisory, Investment Management, Life Insurance, Term Life Insurance, FINRA, Long-term Care, Uniform Combined State..., Investment Strategies, 401(k)
Education
Pace University - Lubin School of Business 2007 — 2008
Executive Master's, Business Administration - Strategic Planning
Pace University 1995 — 1999
BA, Communications
Ossining High School 1991 — 1995
Penn Mutual January 2015 - Present
Forest Hills Financial Group March 2013 - December 2014
MetLife Solutions Group July 2010 - September 2012
UBS Financial Services September 2007 - August 2008
UBS Global Asset Management October 2006 - September 2007
UBS Financial Services December 2004 - October 2006
Smith Barney April 2000 - December 2004
Morgan Stanley Smith Barney January 2000 - January 2003
Skills
Retirement Planning, Wealth Management, Series 7, Asset Allocation, Strategic Financial..., Securities, Retirement, Insurance, Investments, Series 63, Financial Planning, Financial Services, Financial Advisory, Financial Analysis, Asset Management, Disability Insurance, Long Term Care Insurance, Financial Planners, Employee Benefits, Finance, IRAs, Fixed Annuities, Strategy, Series 6, Estate Planning, Investment Advisory, Investment Management, Life Insurance, Term Life Insurance, FINRA, Long-term Care, Uniform Combined State..., Investment Strategies, 401(k)
Education
Pace University - Lubin School of Business 2007 — 2008
Executive Master's, Business Administration - Strategic Planning
Pace University 1995 — 1999
BA, Communications
Ossining High School 1991 — 1995
Michael Bernhard's Morgan Stanley Smith Barney Experience October 2011 - Present
Job Consulting Group Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2011 - Present
Morgan Stanley Smith Barney January 2010 - October 2011
Edward Jones Investments February 2008 - October 2008
Smith Barney 2006 - 2007
Joliet Country Club June 2002 - September 2005
Skills
Equities, Investments, Retirement Planning, Mutual Funds
Education
Olivet Nazarene University 2004 — 2007
BA, Finance/ Economics, Business Administration
Lincoln Way Central High School 2000 — 2004
Morgan Stanley Smith Barney October 2011 - Present
Morgan Stanley Smith Barney January 2010 - October 2011
Edward Jones Investments February 2008 - October 2008
Smith Barney 2006 - 2007
Joliet Country Club June 2002 - September 2005
Skills
Equities, Investments, Retirement Planning, Mutual Funds
Education
Olivet Nazarene University 2004 — 2007
BA, Finance/ Economics, Business Administration
Lincoln Way Central High School 2000 — 2004
Jesse Rose Jesse Rose's Morgan Stanley Smith Barney Experience May 2005 - July 2010
Job Sales Operations Manager at NetApp
Industry Information Technology and Services
Experience
NetApp June 2014 - Present
NetApp July 2013 - May 2014
NetApp October 2012 - June 2013
NetApp July 2010 - November 2012
Morgan Stanley Smith Barney May 2005 - July 2010
Skills
Risk Management, Process Improvement, Account Management, Strategic Planning, Sales, Business Analysis, Project Management, Management, Leadership, Salesforce.com, CRM, Team Leadership, Business Development, Customer Service, Team Building
Education
Otterbein University 2004 — 2006
Master of, Business Administration
Otterbein University 1999 — 2003
Bachelor of Arts, Sport & Wellness Management
NetApp June 2014 - Present
NetApp July 2013 - May 2014
NetApp October 2012 - June 2013
NetApp July 2010 - November 2012
Morgan Stanley Smith Barney May 2005 - July 2010
Skills
Risk Management, Process Improvement, Account Management, Strategic Planning, Sales, Business Analysis, Project Management, Management, Leadership, Salesforce.com, CRM, Team Leadership, Business Development, Customer Service, Team Building
Education
Otterbein University 2004 — 2006
Master of, Business Administration
Otterbein University 1999 — 2003
Bachelor of Arts, Sport & Wellness Management
Diana De Vera Tamhankar, CIMA®'s Morgan Stanley Smith Barney Experience May 2006 - June 2011
Job Vice President, Senior Research Analyst
Industry Financial Services
Experience
Legato Capital Management LLC September 2015 - Present
Charles Schwab June 2011 - September 2015
Morgan Stanley Smith Barney May 2006 - June 2011
Citibank September 2003 - May 2006
Education
Notre Dame de Namur University 2009 — 2011
MBA, Finance
San Jose State University 2003 — 2005
BS, International Business
Legato Capital Management LLC September 2015 - Present
Charles Schwab June 2011 - September 2015
Morgan Stanley Smith Barney May 2006 - June 2011
Citibank September 2003 - May 2006
Education
Notre Dame de Namur University 2009 — 2011
MBA, Finance
San Jose State University 2003 — 2005
BS, International Business
Brittany Odes, MBA's Morgan Stanley Smith Barney Experience 2011 - 2012
Job Office Assistant at Asphalt Paving Professionals
Industry Management Consulting
Experience
Asphalt Paving Professionals 2012 - Present
Morgan Stanley Smith Barney 2011 - 2012
Sheats & Kellogg 2008 - 2009
Purdue University 2005 - 2005
Skills
Asset Allocation, Bloomberg, Equities, Financial Modeling, Market Research, Sales, Teamwork, Management, Advertising, Social Networking, Strategic Planning, Customer Service, Leadership, Microsoft Excel, Microsoft Office, Research, Team Building
Education
Nova Southeastern University 2010 — 2011
MBA, Finance
Purdue University 2003 — 2007
Bachelor's degree, Psychology, Law & Society
Asphalt Paving Professionals 2012 - Present
Morgan Stanley Smith Barney 2011 - 2012
Sheats & Kellogg 2008 - 2009
Purdue University 2005 - 2005
Skills
Asset Allocation, Bloomberg, Equities, Financial Modeling, Market Research, Sales, Teamwork, Management, Advertising, Social Networking, Strategic Planning, Customer Service, Leadership, Microsoft Excel, Microsoft Office, Research, Team Building
Education
Nova Southeastern University 2010 — 2011
MBA, Finance
Purdue University 2003 — 2007
Bachelor's degree, Psychology, Law & Society
Alan J. (Goldfarb)'s Morgan Stanley Smith Barney Experience June 1985 - July 2009
Job I'm a 30 year veteran Financial|Wealth |Investment /Planner/ Advisor helping you meet your retirement hopes & dreams.
Industry Financial Services
Experience
HilltopSecurities July 2009 - Present
Morgan Stanley Smith Barney June 1985 - July 2009
First National Bank & Trust Company of Oklahoma July 1981 - May 1985
Smith Barney Harris Upham January 1977 - May 1981
Skills
Retirement Planning, Investment Strategies, Asset Management, Mutual Funds, Investments, Wealth Management, Municipal Bonds, Equities, Securities, Estate Planning, Financial Advisory, 401k, Retirement, Investment Advisory, Financial Services, Asset Managment, Asset Allocation, Portfolio Management, Employee Benefits, Fixed Income, Alternative Investments, Cash Management, Strategic Financial...
Education
NYU Robert F. Wagner Graduate School of Public Service 1975 — 1977
Masters in Public Administration- MPA, Public Administration
Ohio University 1973 — 1975
BGS, Sociology and Political Science
John L. Miller Great Neck North High School 1967 — 1970
High School Diploma, High School
HilltopSecurities July 2009 - Present
Morgan Stanley Smith Barney June 1985 - July 2009
First National Bank & Trust Company of Oklahoma July 1981 - May 1985
Smith Barney Harris Upham January 1977 - May 1981
Skills
Retirement Planning, Investment Strategies, Asset Management, Mutual Funds, Investments, Wealth Management, Municipal Bonds, Equities, Securities, Estate Planning, Financial Advisory, 401k, Retirement, Investment Advisory, Financial Services, Asset Managment, Asset Allocation, Portfolio Management, Employee Benefits, Fixed Income, Alternative Investments, Cash Management, Strategic Financial...
Education
NYU Robert F. Wagner Graduate School of Public Service 1975 — 1977
Masters in Public Administration- MPA, Public Administration
Ohio University 1973 — 1975
BGS, Sociology and Political Science
John L. Miller Great Neck North High School 1967 — 1970
High School Diploma, High School
John Rizzo John Rizzo's Morgan Stanley Smith Barney Experience August 2010 - October 2010
Job Senior Risk Analyst, Portfolio Management Group at Merchant Cash and Capital LLC
Industry Financial Services
Experience
Merchant Cash and Capital LLC September 2011 - Present
Merchant Cash and Capital LLC December 2010 - September 2011
Morgan Stanley Smith Barney August 2010 - October 2010
Oppenheimer & Co. May 2009 - November 2009
Oppenheimer & Co. June 2008 - May 2009
UBS Wealth Management January 2007 - May 2007
Skills
Risk Management, Data Analysis, Regulatory Affairs, Suitability Analysis, Portfolio Management, Financial Analysis, Financial Reporting, Financial Accounting, Financial Risk..., Strategic Consulting, Microsoft Excel, Business Portfolio..., Internal Audit, Financial Audits, Marketing Strategy, Contract Negotiation, Legal Compliance, Legal Documents, Sales Operations, Quantitative Analytics, Business Analysis, SAS, SQL, Microsoft Office, Account Reconciliation, Finance, Financial Services, Access, Accounting, Financial Risk, Asset Management, Credit Analysis, Analysis
Education
Pace University - Lubin School of Business 2006 — 2009
BBA, Finance With A Minor In Economics
Merchant Cash and Capital LLC September 2011 - Present
Merchant Cash and Capital LLC December 2010 - September 2011
Morgan Stanley Smith Barney August 2010 - October 2010
Oppenheimer & Co. May 2009 - November 2009
Oppenheimer & Co. June 2008 - May 2009
UBS Wealth Management January 2007 - May 2007
Skills
Risk Management, Data Analysis, Regulatory Affairs, Suitability Analysis, Portfolio Management, Financial Analysis, Financial Reporting, Financial Accounting, Financial Risk..., Strategic Consulting, Microsoft Excel, Business Portfolio..., Internal Audit, Financial Audits, Marketing Strategy, Contract Negotiation, Legal Compliance, Legal Documents, Sales Operations, Quantitative Analytics, Business Analysis, SAS, SQL, Microsoft Office, Account Reconciliation, Finance, Financial Services, Access, Accounting, Financial Risk, Asset Management, Credit Analysis, Analysis
Education
Pace University - Lubin School of Business 2006 — 2009
BBA, Finance With A Minor In Economics
Bhasker Patlolla, PMP Bhasker Patlolla, PMP's Morgan Stanley Smith Barney Experience June 2009 - March 2013
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon April 2013 - Present
Morgan Stanley Smith Barney June 2009 - March 2013
Citigroup March 2005 - May 2009
Bristol-Myers Squibb 2004 - 2005
AT&T 2002 - 2004
Merrill Lynch February 2002 - June 2002
AIG 2002 - 2002
JP Morgan Chase July 2001 - December 2001
TCS 1999 - 2000
Skills
SDLC, Business Analysis, Solution Architecture, J2EE Application..., Requirements Management, Software Design, Architecture Frameworks, EAI, Agile & Waterfall..., TOGAF, SOA, Java, RESTful WebServices, Project Management, WebSphere MQ, WebSphere Application..., JMS, HTML 5, JSON, EJB, Spring, Hibernate, C++, AJAX Frameworks, jprobe, iBatis, MongoDB, OOAD, Database Systems, Enterprise Design..., Axis, CXF, CAMEL, Tomcat, Integration Architecture, Unix, Struts, Release Management, Change Management, Analytical Skills, Distributed Team..., Distributed Systems, Process Analysis, JAXB, XML Schema
Education
Osmania University 1993 — 1999
Masters, Computer Applications
BNY Mellon April 2013 - Present
Morgan Stanley Smith Barney June 2009 - March 2013
Citigroup March 2005 - May 2009
Bristol-Myers Squibb 2004 - 2005
AT&T 2002 - 2004
Merrill Lynch February 2002 - June 2002
AIG 2002 - 2002
JP Morgan Chase July 2001 - December 2001
TCS 1999 - 2000
Skills
SDLC, Business Analysis, Solution Architecture, J2EE Application..., Requirements Management, Software Design, Architecture Frameworks, EAI, Agile & Waterfall..., TOGAF, SOA, Java, RESTful WebServices, Project Management, WebSphere MQ, WebSphere Application..., JMS, HTML 5, JSON, EJB, Spring, Hibernate, C++, AJAX Frameworks, jprobe, iBatis, MongoDB, OOAD, Database Systems, Enterprise Design..., Axis, CXF, CAMEL, Tomcat, Integration Architecture, Unix, Struts, Release Management, Change Management, Analytical Skills, Distributed Team..., Distributed Systems, Process Analysis, JAXB, XML Schema
Education
Osmania University 1993 — 1999
Masters, Computer Applications
Welson Sarkis Jr Welson Sarkis Jr's Morgan Stanley Smith Barney Experience October 2007 - October 2008
Job Owner | Wilson Sarkis Photography
Industry Photography
Experience
Wilson Sarkis Photography 2008 - Present
Morgan Stanley Smith Barney October 2007 - October 2008
Skills
Weddings, Photography, Parties, Wedding Photography, Marketing, Portrait Photography, Commercial Photography, Advertising, Small Business, Sales, New Business Development, Marketing Strategy, Portraits, Event Photography, Social Networking, Image Manipulation, Social Media
Education
Brother Rice High School 2002 — 2006
Oakland University
Finance
Wilson Sarkis Photography 2008 - Present
Morgan Stanley Smith Barney October 2007 - October 2008
Skills
Weddings, Photography, Parties, Wedding Photography, Marketing, Portrait Photography, Commercial Photography, Advertising, Small Business, Sales, New Business Development, Marketing Strategy, Portraits, Event Photography, Social Networking, Image Manipulation, Social Media
Education
Brother Rice High School 2002 — 2006
Oakland University
Finance
Yashika Krutik Shah's Morgan Stanley Smith Barney Experience May 2010 - August 2012
Job Associate, Global Business Transformation at JP Morgan
Industry Financial Services
Experience
J.P. Morgan October 2014 - Present
T. Rowe Price May 2013 - December 2013
Morgan Stanley Smith Barney May 2010 - August 2012
Morgan Stanley Smith Barney January 2010 - May 2010
DBS Bank May 2009 - August 2009
Moneylife June 2008 - August 2008
Skills
Bloomberg, Strategic Financial..., Retirement Planning, Financial Modeling, Asset Allocation, Financial Analysis, Portfolio Management, Asset Managment, Investment Advisory, Morningstar, Investment Strategies, Alternative Investments, Entrepreneurship, Research, Finance, Public Speaking, Asset Management, Leadership, Microsoft Excel, Productivity, Data Analysis, Organization &..., Highly motivated..., Wealth Management
Education
The Johns Hopkins University - Carey Business School 2012 — 2014
Master of Business Administration (MBA), Finance and Marketing
Ohio Wesleyan University 2007 — 2010
Bachelor of Arts, Economics Management
J.P. Morgan October 2014 - Present
T. Rowe Price May 2013 - December 2013
Morgan Stanley Smith Barney May 2010 - August 2012
Morgan Stanley Smith Barney January 2010 - May 2010
DBS Bank May 2009 - August 2009
Moneylife June 2008 - August 2008
Skills
Bloomberg, Strategic Financial..., Retirement Planning, Financial Modeling, Asset Allocation, Financial Analysis, Portfolio Management, Asset Managment, Investment Advisory, Morningstar, Investment Strategies, Alternative Investments, Entrepreneurship, Research, Finance, Public Speaking, Asset Management, Leadership, Microsoft Excel, Productivity, Data Analysis, Organization &..., Highly motivated..., Wealth Management
Education
The Johns Hopkins University - Carey Business School 2012 — 2014
Master of Business Administration (MBA), Finance and Marketing
Ohio Wesleyan University 2007 — 2010
Bachelor of Arts, Economics Management
Laszlo Szabo Laszlo Szabo's Morgan Stanley Smith Barney Experience June 2006 - January 2012
Job Project Quality Manager at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2006 - January 2012
Morgan Stanley Smith Barney June 2006 - January 2012
Citi November 1996 - June 2006
Smith Barney 1996 - 2006
JPMorgan Chase June 1994 - November 1996
JPMorgan Chase November 1986 - June 1994
Manufacturers Hanover Trust Co. September 1984 - October 1986
Data Exchange, Inc. June 1983 - September 1984
Skills
SDLC, COBOL, Process Improvement, PMO, Risk Management, JCL, VSAM, Project Portfolio..., Planview, Training Skills, Systems Analysis, CICS, FileA, TSO, ISPF, PLC, Fileaid, Abend-Aid, DFSORT, Jobscan, Waterfall, Agile & Waterfall..., Full project lifecycle..., Planview Enterprise, Agile Methodologies, Program Analysis, IBM Mainframe
Education
Pace University 1979 — 1983
BBA, M.I.S.
Hillcrest High School 1976 — 1979
Morgan Stanley Smith Barney June 2006 - January 2012
Morgan Stanley Smith Barney June 2006 - January 2012
Citi November 1996 - June 2006
Smith Barney 1996 - 2006
JPMorgan Chase June 1994 - November 1996
JPMorgan Chase November 1986 - June 1994
Manufacturers Hanover Trust Co. September 1984 - October 1986
Data Exchange, Inc. June 1983 - September 1984
Skills
SDLC, COBOL, Process Improvement, PMO, Risk Management, JCL, VSAM, Project Portfolio..., Planview, Training Skills, Systems Analysis, CICS, FileA, TSO, ISPF, PLC, Fileaid, Abend-Aid, DFSORT, Jobscan, Waterfall, Agile & Waterfall..., Full project lifecycle..., Planview Enterprise, Agile Methodologies, Program Analysis, IBM Mainframe
Education
Pace University 1979 — 1983
BBA, M.I.S.
Hillcrest High School 1976 — 1979
Raffi Kondy Raffi Kondy's Morgan Stanley Smith Barney Experience June 2008 - January 2009
Job MBA, Editor
Industry Marketing and Advertising
Experience
Raffi Kondy Post Production June 2002 - Present
Society Apps August 2008 - May 2009
Gum Branch Capital February 2009 - March 2009
Morgan Stanley Smith Barney June 2008 - January 2009
Magnet Productions January 2004 - May 2008
Pattillo & Associates August 2007 - August 2007
Santa Fe Productions 2004 - 2006
3 Street Productions March 2002 - March 2003
Skills
Investments, Business Strategy, Financial Modeling, Market Analysis, Product Development, Business Development, Market Research, Marketing Strategy, Venture Capital, Business Analysis, Microsoft Excel, Video Editing, Photoshop, Multimedia, Data Visualization, Creative Strategy, Final Cut Pro, Leadership, Financial Analysis, Cross-functional Team..., Product Management, Management, Social Networking, Analysis
Education
University of San Francisco - School of Management 2007 — 2009
MBA, Finance
Oberlin College 1993 — 1997
BA, Art History
Harvard GSD Career Discovery Program 1996 — 1996
Architecture
San Francisco University High School 1989 — 1993
Raffi Kondy Post Production June 2002 - Present
Society Apps August 2008 - May 2009
Gum Branch Capital February 2009 - March 2009
Morgan Stanley Smith Barney June 2008 - January 2009
Magnet Productions January 2004 - May 2008
Pattillo & Associates August 2007 - August 2007
Santa Fe Productions 2004 - 2006
3 Street Productions March 2002 - March 2003
Skills
Investments, Business Strategy, Financial Modeling, Market Analysis, Product Development, Business Development, Market Research, Marketing Strategy, Venture Capital, Business Analysis, Microsoft Excel, Video Editing, Photoshop, Multimedia, Data Visualization, Creative Strategy, Final Cut Pro, Leadership, Financial Analysis, Cross-functional Team..., Product Management, Management, Social Networking, Analysis
Education
University of San Francisco - School of Management 2007 — 2009
MBA, Finance
Oberlin College 1993 — 1997
BA, Art History
Harvard GSD Career Discovery Program 1996 — 1996
Architecture
San Francisco University High School 1989 — 1993
Diana Namkoong Diana Namkoong's Morgan Stanley Smith Barney Experience 2006 - 2010
Job Relationship Banker
Industry Financial Services
Experience
JP Morgan Chase Bank N.A. July 2014 - Present
Morgan Stanley Smith Barney 2006 - 2010
HSBC Securities 2004 - 2005
JPMorgan Chase Bank 2001 - 2005
Morgan Stanley Dean Witter 1997 - 2001
Education
Ohio University
BFA, Dance
Shaker Hts. High
JP Morgan Chase Bank N.A. July 2014 - Present
Morgan Stanley Smith Barney 2006 - 2010
HSBC Securities 2004 - 2005
JPMorgan Chase Bank 2001 - 2005
Morgan Stanley Dean Witter 1997 - 2001
Education
Ohio University
BFA, Dance
Shaker Hts. High
Beverly Moore's Morgan Stanley Smith Barney Experience December 2011 - June 2012
Job Operations
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2011 - Present
Morgan Stanley Smith Barney December 2011 - June 2012
Morgan Stanley Wealth Management January 2008 - February 2011
SBC April 1974 - November 2000
Skills
Public Speaking, Coaching, Problem Solving, Customer Relations, Microsoft Office, Word, Excel, Customer Service, Event Planning, PowerPoint, Call Center, Microsoft Excel, Microsoft Word, Team Building
Education
Ohio Dominican University 2009 — 2013
B.S. Business Administration, Concentration in Management
Morgan Stanley Wealth Management February 2011 - Present
Morgan Stanley Smith Barney December 2011 - June 2012
Morgan Stanley Wealth Management January 2008 - February 2011
SBC April 1974 - November 2000
Skills
Public Speaking, Coaching, Problem Solving, Customer Relations, Microsoft Office, Word, Excel, Customer Service, Event Planning, PowerPoint, Call Center, Microsoft Excel, Microsoft Word, Team Building
Education
Ohio Dominican University 2009 — 2013
B.S. Business Administration, Concentration in Management
Stephen Searle, APMAsm Stephen Searle, APMAsm's Morgan Stanley Smith Barney Experience March 1989 - March 2009
Job Financial Advisor/Vice President at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2009 - Present
Morgan Stanley Smith Barney March 1989 - March 2009
Merrill Lynch January 1981 - March 1989
Education
Ohio Wesleyan University 1971 — 1974
Bachelor of Science (BS), Biology, General
University of Massachusetts Dartmouth 1972 — 1975
Biology, Organic Chemistry
State University of New York College at Buffalo 1970 — 1971
Biology
College For Financial Planning, Colorado 2011 — 2012
APMAsm, Accredited Portfolio Management Advisor, Portfolio Construction and Management, A
Ameriprise Financial March 2009 - Present
Morgan Stanley Smith Barney March 1989 - March 2009
Merrill Lynch January 1981 - March 1989
Education
Ohio Wesleyan University 1971 — 1974
Bachelor of Science (BS), Biology, General
University of Massachusetts Dartmouth 1972 — 1975
Biology, Organic Chemistry
State University of New York College at Buffalo 1970 — 1971
Biology
College For Financial Planning, Colorado 2011 — 2012
APMAsm, Accredited Portfolio Management Advisor, Portfolio Construction and Management, A
Chris Gongola Chris Gongola's Morgan Stanley Smith Barney Experience February 2006 - April 2011
Job Financial Advisor
Industry Financial Services
Experience
Wunderlich Securities April 2011 - Present
Morgan Stanley Smith Barney February 2006 - April 2011
Prudential Financial July 2003 - February 2006
Skills
Mutual Funds, Asset Allocation, Series 7, Fixed Annuities, Investments, Retirement Planning, Investment Advisory
Education
Ohio University 1997 — 1999
Economics
Wunderlich Securities April 2011 - Present
Morgan Stanley Smith Barney February 2006 - April 2011
Prudential Financial July 2003 - February 2006
Skills
Mutual Funds, Asset Allocation, Series 7, Fixed Annuities, Investments, Retirement Planning, Investment Advisory
Education
Ohio University 1997 — 1999
Economics
Nora Drelich's Morgan Stanley Smith Barney Experience March 2006 - July 2008
Job Admin Associate
Industry Accounting
Experience
Smith, LLP August 2008 - November 2009
Morgan Stanley Smith Barney March 2006 - July 2008
ING Financial Partners November 2005 - March 2006
Levitt Capital Management, LLC December 2003 - October 2005
Education
Nova Southeastern University 2003 — 2006
MBA, MBA
East Stroudsburg University 1995 — 1999
Bachelor of Arts, Economics
East Stroudsburg University 1995 — 1999
Bachelor of Science, Finance
Smith, LLP August 2008 - November 2009
Morgan Stanley Smith Barney March 2006 - July 2008
ING Financial Partners November 2005 - March 2006
Levitt Capital Management, LLC December 2003 - October 2005
Education
Nova Southeastern University 2003 — 2006
MBA, MBA
East Stroudsburg University 1995 — 1999
Bachelor of Arts, Economics
East Stroudsburg University 1995 — 1999
Bachelor of Science, Finance
Bruce Cramer Bruce Cramer's Morgan Stanley Smith Barney Experience October 1981 - January 1999
Job Securities Litigation Consultant/Expert Witness at Bates Group LLC
Industry Financial Services
Experience
Bates Group LLC April 2011 - Present
Bates Pirvate Capital, An LECG Company November 2004 - March 2011
Wells Fargo Investments,LLC January 1999 - November 2004
Morgan Stanley Smith Barney October 1981 - January 1999
Merrill Lynch June 1977 - October 1981
Skills
Securities, FINRA, Financial Analysis, Equities, Fixed Income, Mutual Funds, Options, Financial Risk, Asset Allocation, Finance, Analysis, Investment Advisory, Risk Management, Securities Regulation, Investment Strategies, Strategic Financial..., Financial Advisory, Investments, Series 7, Alternative Investments
Education
Oregon State University 1972 — 1976
BS, Business Administration, Finance
Bates Group LLC April 2011 - Present
Bates Pirvate Capital, An LECG Company November 2004 - March 2011
Wells Fargo Investments,LLC January 1999 - November 2004
Morgan Stanley Smith Barney October 1981 - January 1999
Merrill Lynch June 1977 - October 1981
Skills
Securities, FINRA, Financial Analysis, Equities, Fixed Income, Mutual Funds, Options, Financial Risk, Asset Allocation, Finance, Analysis, Investment Advisory, Risk Management, Securities Regulation, Investment Strategies, Strategic Financial..., Financial Advisory, Investments, Series 7, Alternative Investments
Education
Oregon State University 1972 — 1976
BS, Business Administration, Finance
Megan Basten Megan Basten's Morgan Stanley Smith Barney Experience January 2010 - March 2011
Job Associate at D.A. Davidson & Co. Institutional Sales, Equity Capital Markets
Industry Financial Services
Experience
D.A. Davidson & Co. September 2013 - Present
D.A. Davidson Companies 2013 - 2014
Morgan Stanley March 2011 - August 2013
Morgan Stanley Smith Barney January 2010 - March 2011
J.P. Morgan 1994 - 2008
Education
Ohio University 1989 — 1993
BS, Organizational Communication/English
Hudson High School
D.A. Davidson & Co. September 2013 - Present
D.A. Davidson Companies 2013 - 2014
Morgan Stanley March 2011 - August 2013
Morgan Stanley Smith Barney January 2010 - March 2011
J.P. Morgan 1994 - 2008
Education
Ohio University 1989 — 1993
BS, Organizational Communication/English
Hudson High School
Mariann Barrios Mariann Barrios's Morgan Stanley Smith Barney Experience April 2004 - September 2013
Job Citigroup
Industry Financial Services
Experience
Citigroup (Consultant) August 2014 - Present
JP Morgan Chase September 2013 - November 2013
Morgan Stanley Smith Barney April 2004 - September 2013
CENDANT Corp. August 2000 - April 2003
Skills
Business Requirements, Data Migration, SDLC, Visio, Software Project..., CRM, Wealth Management, Issues Management, Status Reporting, Change Management, Public Relations, Management, Project Management, Disaster Recovery, Requirements Analysis, Governance, Testing, Integration, Financial Services, Business Analysis, Vendor Management, Risk Management
Education
Pace University 1989 — 1993
Bachelor of Business Administration, Management Information Systems
Citigroup (Consultant) August 2014 - Present
JP Morgan Chase September 2013 - November 2013
Morgan Stanley Smith Barney April 2004 - September 2013
CENDANT Corp. August 2000 - April 2003
Skills
Business Requirements, Data Migration, SDLC, Visio, Software Project..., CRM, Wealth Management, Issues Management, Status Reporting, Change Management, Public Relations, Management, Project Management, Disaster Recovery, Requirements Analysis, Governance, Testing, Integration, Financial Services, Business Analysis, Vendor Management, Risk Management
Education
Pace University 1989 — 1993
Bachelor of Business Administration, Management Information Systems
Jared White, CFE Jared White, CFE's Morgan Stanley Smith Barney Experience December 2010 - May 2012
Job Senior Accountant at Nationwide Insurance
Industry Accounting
Experience
Nationwide Insurance January 2014 - Present
Julian and Grube, Inc. June 2012 - January 2014
Messer Construction Co. November 2011 - June 2012
Morgan Stanley Smith Barney December 2010 - May 2012
JPMorgan Chase August 2011 - December 2011
Skills
Accounting, Financial Reporting, Financial Analysis, QuickBooks, Microsoft Excel, Auditing, PowerPoint, Internal Controls, Financial Statements, Microsoft Word, Strategic Financial..., Financial Accounting, General Ledger, Budgets, Microsoft Office, Tax
Education
Otterbein College 2008 — 2012
Bachelor's Degree, Accounting
Nationwide Insurance January 2014 - Present
Julian and Grube, Inc. June 2012 - January 2014
Messer Construction Co. November 2011 - June 2012
Morgan Stanley Smith Barney December 2010 - May 2012
JPMorgan Chase August 2011 - December 2011
Skills
Accounting, Financial Reporting, Financial Analysis, QuickBooks, Microsoft Excel, Auditing, PowerPoint, Internal Controls, Financial Statements, Microsoft Word, Strategic Financial..., Financial Accounting, General Ledger, Budgets, Microsoft Office, Tax
Education
Otterbein College 2008 — 2012
Bachelor's Degree, Accounting
Mitch Ulanski Mitch Ulanski's Morgan Stanley Smith Barney Experience June 2007 - August 2007
Job Segmentation Analyst at DSW Inc.
Industry Marketing and Advertising
Experience
DSW May 2013 - Present
Citi January 2011 - May 2013
Citi August 2008 - January 2011
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Financial Reporting, Financial Analysis, SEC filings, Financial Accounting, Mutual Funds, Project Management, Management, Financial Services, Microsoft Excel, Financial Statements, Bloomberg, Data Analysis, Analytics
Education
Ohio University 2004 — 2008
BBA, Finance and Marketing
DSW May 2013 - Present
Citi January 2011 - May 2013
Citi August 2008 - January 2011
Morgan Stanley Smith Barney June 2007 - August 2007
Skills
Financial Reporting, Financial Analysis, SEC filings, Financial Accounting, Mutual Funds, Project Management, Management, Financial Services, Microsoft Excel, Financial Statements, Bloomberg, Data Analysis, Analytics
Education
Ohio University 2004 — 2008
BBA, Finance and Marketing
Kyle Jones, CMA Kyle Jones, CMA's Morgan Stanley Smith Barney Experience January 2008 - July 2009
Job Corporate Finance at GCI Communication Corp.
Industry Telecommunications
Experience
GCI Communication Corp. August 2013 - Present
Kinross Gold Corporation June 2010 - August 2013
Morgan Stanley Smith Barney January 2008 - July 2009
Skills
Financial Reporting, Accounts Payable, Cost Accounting, Budgeting, Forecasting, Financial Analysis, Financial Modeling, Xeras, JD Edwards, Equity Research, Bloomberg Terminal, Energy Derivatives, Mining, Corporate Strategy, Energy Markets, IFRS, Finance, Budgets, Variance Analysis, Analysis, Business Strategy, Strategic Financial..., Corporate Finance
Education
University of Alaska Fairbanks 2012 — 2013
Masters of Business Administration, Capital Markets
Oklahoma State University 2006 — 2009
B.S. Business Administration, Finance
GCI Communication Corp. August 2013 - Present
Kinross Gold Corporation June 2010 - August 2013
Morgan Stanley Smith Barney January 2008 - July 2009
Skills
Financial Reporting, Accounts Payable, Cost Accounting, Budgeting, Forecasting, Financial Analysis, Financial Modeling, Xeras, JD Edwards, Equity Research, Bloomberg Terminal, Energy Derivatives, Mining, Corporate Strategy, Energy Markets, IFRS, Finance, Budgets, Variance Analysis, Analysis, Business Strategy, Strategic Financial..., Corporate Finance
Education
University of Alaska Fairbanks 2012 — 2013
Masters of Business Administration, Capital Markets
Oklahoma State University 2006 — 2009
B.S. Business Administration, Finance
Blaise Pierre Louis's Morgan Stanley Smith Barney Experience October 2010 - October 2012
Job Aggregated Assets and Reporting Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley December 2013 - Present
Morgan Stanley Wealth Management October 2012 - February 2014
Morgan Stanley Smith Barney October 2010 - October 2012
Northwestern Mutual Financial Network August 2010 - October 2010
Pace University June 2008 - May 2010
Pace University September 2009 - April 2010
Budget Allocation Committee September 2008 - May 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Office Management, Financial Accounting, Valuation, Investments, Securities, Forecasting, Quantitative Analytics, Derivatives, Cost Accounting, Troubleshooting, Bloomberg Terminal, Bloomberg, Auditing, Finance, Fixed Income, Strategic Financial..., Financial Planning, Microsoft Office
Education
Pace University - Lubin School of Business 2006 — 2010
BBA, Finanace and Economics Minor in Accounting
North Rockland Highschool
Morgan Stanley December 2013 - Present
Morgan Stanley Wealth Management October 2012 - February 2014
Morgan Stanley Smith Barney October 2010 - October 2012
Northwestern Mutual Financial Network August 2010 - October 2010
Pace University June 2008 - May 2010
Pace University September 2009 - April 2010
Budget Allocation Committee September 2008 - May 2009
Skills
PowerPoint, Microsoft Excel, Microsoft Word, Financial Analysis, Office Management, Financial Accounting, Valuation, Investments, Securities, Forecasting, Quantitative Analytics, Derivatives, Cost Accounting, Troubleshooting, Bloomberg Terminal, Bloomberg, Auditing, Finance, Fixed Income, Strategic Financial..., Financial Planning, Microsoft Office
Education
Pace University - Lubin School of Business 2006 — 2010
BBA, Finanace and Economics Minor in Accounting
North Rockland Highschool
Donnie Duntley Donnie Duntley's Morgan Stanley Smith Barney Experience May 2001 - January 2012
Job Financial Advisor with Creating & Managing Wealth, LLC
Industry Financial Services
Experience
Creating & Managing Wealth, LLC January 2012 - Present
Morgan Stanley Smith Barney May 2001 - January 2012
Skills
Series 7, Retirement Planning, Financial Planning, Portfolio Management, Estate Planning, Fixed Annuities, Investments, Strategic Financial..., IRAs, Insurance, Uniform Combined State..., Mutual Funds, Investment Advisory, Alternative Investments, Variable Annuities, Securities, Finance, Financial Services
Education
Oral Roberts University 1997 — 2001
Bachelor of Science, Business Management
Creating & Managing Wealth, LLC January 2012 - Present
Morgan Stanley Smith Barney May 2001 - January 2012
Skills
Series 7, Retirement Planning, Financial Planning, Portfolio Management, Estate Planning, Fixed Annuities, Investments, Strategic Financial..., IRAs, Insurance, Uniform Combined State..., Mutual Funds, Investment Advisory, Alternative Investments, Variable Annuities, Securities, Finance, Financial Services
Education
Oral Roberts University 1997 — 2001
Bachelor of Science, Business Management
Nancy Morrissette, CPA Nancy Morrissette, CPA's Morgan Stanley Smith Barney Experience 1981 - 1983
Job Financial Reporting Consultant at Frontier Communications
Industry Accounting
Experience
Frontier Communications Financial Reporting ConsultantFrontier CommunicationsJuly 2012 - August 2015
Walter, Berlingo & Co. February 2012 - May 2015
Lynn Dennis, Head Trustee 2011 - 2012
Darien Community Association 2011 - 2011
Purdue Pharma/Cheyenne Petroleum 1998 - 2011
Rayonier 1988 - 1998
Merrill Lynch Mortgage Corp 1983 - 1987
Morgan Stanley Smith Barney 1981 - 1983
PwC (formerly Coopers & Lybrand) 1978 - 1981
Skills
Excel 2010, Outlook 2010, LinkedIn, JPMorgan Access, PowerPoint 2010, JPMChase Insight Cash..., Sense of Humor, Generally Accepted..., Generally Accepted..., Month End Close, Variance Analysis, Excecutive Summary, Management By Objective, Department Budgeting, General Ledger, Strategic Planning, Forecasting, Financial Reporting, Report Design, Account Reconciliations, Operational Audit, Financial Audit, US Government Reporting, Sales & Use Tax Filings, Staff Management, Procedure Development, Detail Orientation, Problem Solving, Team Oriented, Annual Reports, Annual Budgets, Technology..., Documentation, Foreign Exchange..., Year End Close, Year-end Close, Auditing, Account Reconciliation, Microsoft Excel, Outlook, Management, PowerPoint, Budgets, Software Documentation, Internal Controls, Team-oriented
Education
Pace University - Lubin School of Business 1974 — 1978
Combined BBA/MBA Program, Accounting/CPA Prep GPA 3.5
Scranton Central High School 1970 — 1974
High School
Frontier Communications Financial Reporting ConsultantFrontier CommunicationsJuly 2012 - August 2015
Walter, Berlingo & Co. February 2012 - May 2015
Lynn Dennis, Head Trustee 2011 - 2012
Darien Community Association 2011 - 2011
Purdue Pharma/Cheyenne Petroleum 1998 - 2011
Rayonier 1988 - 1998
Merrill Lynch Mortgage Corp 1983 - 1987
Morgan Stanley Smith Barney 1981 - 1983
PwC (formerly Coopers & Lybrand) 1978 - 1981
Skills
Excel 2010, Outlook 2010, LinkedIn, JPMorgan Access, PowerPoint 2010, JPMChase Insight Cash..., Sense of Humor, Generally Accepted..., Generally Accepted..., Month End Close, Variance Analysis, Excecutive Summary, Management By Objective, Department Budgeting, General Ledger, Strategic Planning, Forecasting, Financial Reporting, Report Design, Account Reconciliations, Operational Audit, Financial Audit, US Government Reporting, Sales & Use Tax Filings, Staff Management, Procedure Development, Detail Orientation, Problem Solving, Team Oriented, Annual Reports, Annual Budgets, Technology..., Documentation, Foreign Exchange..., Year End Close, Year-end Close, Auditing, Account Reconciliation, Microsoft Excel, Outlook, Management, PowerPoint, Budgets, Software Documentation, Internal Controls, Team-oriented
Education
Pace University - Lubin School of Business 1974 — 1978
Combined BBA/MBA Program, Accounting/CPA Prep GPA 3.5
Scranton Central High School 1970 — 1974
High School
Samara Terrill, MBA Samara Terrill, MBA's Morgan Stanley Smith Barney Experience July 2010 - June 2011
Job Experienced Operations Manager
Industry Logistics and Supply Chain
Experience
Merrill Lynch May 2012 - April 2013
Morgan Stanley Smith Barney July 2010 - June 2011
Elizabeth Anthony / Esther Wolf January 2008 - July 2010
Skills
Retail, Analysis, Strategic Financial..., Fundraising, Series 7, Microsoft Excel, Customer Service, Public Speaking, Microsoft Office, Microsoft Word, Financial Modeling, Marketing, Contract Negotiation, Investments, Leadership, PowerPoint, Budgets, Nonprofits, Sales, Insurance, Research, Data Analysis, Financial Analysis, Finance, Strategic Planning, Access, Accounting, Business Planning, Business Strategy, Event Planning, Forecasting, Management, Market Research, Marketing Strategy, Negotiation, Outlook, Process Improvement, Risk Management, Team Building, Training, Event Management, Social Media, Public Relations, Social Networking, Social Media Marketing, Project Management, Leadership Development, Community Outreach, Volunteer Management
Education
Oklahoma City University 2006 — 2007
MBA, International Business and Finance
Oklahoma City University 2000 — 2004
BA, Musical Theatre
Merrill Lynch May 2012 - April 2013
Morgan Stanley Smith Barney July 2010 - June 2011
Elizabeth Anthony / Esther Wolf January 2008 - July 2010
Skills
Retail, Analysis, Strategic Financial..., Fundraising, Series 7, Microsoft Excel, Customer Service, Public Speaking, Microsoft Office, Microsoft Word, Financial Modeling, Marketing, Contract Negotiation, Investments, Leadership, PowerPoint, Budgets, Nonprofits, Sales, Insurance, Research, Data Analysis, Financial Analysis, Finance, Strategic Planning, Access, Accounting, Business Planning, Business Strategy, Event Planning, Forecasting, Management, Market Research, Marketing Strategy, Negotiation, Outlook, Process Improvement, Risk Management, Team Building, Training, Event Management, Social Media, Public Relations, Social Networking, Social Media Marketing, Project Management, Leadership Development, Community Outreach, Volunteer Management
Education
Oklahoma City University 2006 — 2007
MBA, International Business and Finance
Oklahoma City University 2000 — 2004
BA, Musical Theatre
Craig Dexheimer's Morgan Stanley Smith Barney Experience 1990 - 1995
Job Director at Lazard Asset Management
Industry Investment Management
Experience
Lazard Asset Management September 1995 - Present
Smith Barney 1991 - 1995
Morgan Stanley Smith Barney 1990 - 1995
Skills
Separately Managed..., Portfolio Management, Management, Asset Management, Alternative Investments, Fixed Income, Strategy, Wealth Management, Mutual Funds, Investments, Investment Management, Finance, Financial Services, Management Consulting, ETFs, Series 7, Sales, Investment Advisory, Asset Allocation, Investment Strategies, Sales Presentations, Series 63, Hedge Funds, Equities, Securities, Fund Of Funds, FINRA
Education
Ohio Wesleyan University 1977 — 1981
BA, Politics & Government/Economics/Biology
Ohio Wesleyan University 1977 — 1981
BS, Economics/Politics & Government
Lazard Asset Management September 1995 - Present
Smith Barney 1991 - 1995
Morgan Stanley Smith Barney 1990 - 1995
Skills
Separately Managed..., Portfolio Management, Management, Asset Management, Alternative Investments, Fixed Income, Strategy, Wealth Management, Mutual Funds, Investments, Investment Management, Finance, Financial Services, Management Consulting, ETFs, Series 7, Sales, Investment Advisory, Asset Allocation, Investment Strategies, Sales Presentations, Series 63, Hedge Funds, Equities, Securities, Fund Of Funds, FINRA
Education
Ohio Wesleyan University 1977 — 1981
BA, Politics & Government/Economics/Biology
Ohio Wesleyan University 1977 — 1981
BS, Economics/Politics & Government
Adam Cahn Adam Cahn's Morgan Stanley Smith Barney Experience February 2006 - October 2011
Job Managing Director at Independent Stock Plan Advisors LLC
Industry Financial Services
Experience
ISP Advisors LLC December 2012 - Present
Daymon Worldwide September 2012 - March 2013
TUDOR INVESTMENT CORPORATION October 2011 - August 2012
Morgan Stanley Smith Barney February 2006 - October 2011
Self - Employed 2004 - 2006
BearingPoint, Inc. 2005 - 2005
Mehl Electric Company January 2001 - November 2004
Corporate Investor Communications 1998 - 2001
Skills
Financial Reporting, Financial Analysis, Accounting, Mergers, Auditing, GAAP, Process Improvement, Tax, Business Planning, IFRS, Equities, Consolidation, Options, Mergers & Acquisitions, Strategy, Analysis, Financial Services, Finance, Financial Modeling, Competitive Analysis, Strategic Financial..., Valuation
Education
Pace University - Lubin School of Business 1994 — 1999
MBA, Financial Management
State University of New York College at Oneonta 1982 — 1986
Bachelor of Science, Business Economics
ISP Advisors LLC December 2012 - Present
Daymon Worldwide September 2012 - March 2013
TUDOR INVESTMENT CORPORATION October 2011 - August 2012
Morgan Stanley Smith Barney February 2006 - October 2011
Self - Employed 2004 - 2006
BearingPoint, Inc. 2005 - 2005
Mehl Electric Company January 2001 - November 2004
Corporate Investor Communications 1998 - 2001
Skills
Financial Reporting, Financial Analysis, Accounting, Mergers, Auditing, GAAP, Process Improvement, Tax, Business Planning, IFRS, Equities, Consolidation, Options, Mergers & Acquisitions, Strategy, Analysis, Financial Services, Finance, Financial Modeling, Competitive Analysis, Strategic Financial..., Valuation
Education
Pace University - Lubin School of Business 1994 — 1999
MBA, Financial Management
State University of New York College at Oneonta 1982 — 1986
Bachelor of Science, Business Economics
Bradley Ughetta Bradley Ughetta's Morgan Stanley Smith Barney Experience February 2010 - December 2010
Job Financial Industry Executive
Industry Financial Services
Experience
BancWest Investment Services August 2011 - Present
Morgan Stanley Smith Barney February 2010 - December 2010
Wells Fargo Investments August 2009 - February 2010
Wells Fargo Investments December 2006 - May 2009
Morgan Stanley 2005 - 2006
Morgan Stanley November 2001 - 2005
WealthPlace, Inc 2001 - 2001
Merrill Lynch 1997 - 2001
Lehman Brothers 1993 - 1997
Skills
Wealth Management, Investments, Series 7, Sales Management, Wealth Management..., Leadership, Mutual Funds, Portfolio Management, Fixed Income, Asset Management, Series 63, Investment Advisory, Retirement Planning, Alternative Investments, Asset Allocation, Strategic Financial..., Equities, Securities, Series 65, Private Banking, Investment Strategies, Retirement, Investment Management, Financial Advisory, Series 24, Uniform Combined State..., Bonds, FINRA, Fixed Annuities, ETFs, Financial Services, Options, Capital Markets, Separately Managed..., Estate Planning, Finance, 401k, High Net Worth...
Education
Pace University - Lubin School of Business
MBA, Finance
State University of New York College at Oneonta
BS, Economics
BancWest Investment Services August 2011 - Present
Morgan Stanley Smith Barney February 2010 - December 2010
Wells Fargo Investments August 2009 - February 2010
Wells Fargo Investments December 2006 - May 2009
Morgan Stanley 2005 - 2006
Morgan Stanley November 2001 - 2005
WealthPlace, Inc 2001 - 2001
Merrill Lynch 1997 - 2001
Lehman Brothers 1993 - 1997
Skills
Wealth Management, Investments, Series 7, Sales Management, Wealth Management..., Leadership, Mutual Funds, Portfolio Management, Fixed Income, Asset Management, Series 63, Investment Advisory, Retirement Planning, Alternative Investments, Asset Allocation, Strategic Financial..., Equities, Securities, Series 65, Private Banking, Investment Strategies, Retirement, Investment Management, Financial Advisory, Series 24, Uniform Combined State..., Bonds, FINRA, Fixed Annuities, ETFs, Financial Services, Options, Capital Markets, Separately Managed..., Estate Planning, Finance, 401k, High Net Worth...
Education
Pace University - Lubin School of Business
MBA, Finance
State University of New York College at Oneonta
BS, Economics
Lisa Acevedo Lisa Acevedo's Morgan Stanley Smith Barney Experience April 1986 - December 1987
Job Social Media Senior Associate at PwC
Industry Accounting
Experience
PwC July 2014 - Present
PwC March 2012 - June 2014
PwC July 2007 - March 2012
PwC June 1988 - July 2007
PwC December 1987 - June 1988
Morgan Stanley Smith Barney April 1986 - December 1987
Skills
Accounting, Internal Controls, Microsoft Excel, Social Media Marketing, Social Networking, Analytics, Social Media Advertising, Web Content Management, Community Management, Digital Marketing, WordPress, SEO, Microsoft Office, PeopleSoft, Employment Verifications, Campus Placement, Campus Management, Paid Content, Paid Search Campaigns
Education
Pace University
PwC July 2014 - Present
PwC March 2012 - June 2014
PwC July 2007 - March 2012
PwC June 1988 - July 2007
PwC December 1987 - June 1988
Morgan Stanley Smith Barney April 1986 - December 1987
Skills
Accounting, Internal Controls, Microsoft Excel, Social Media Marketing, Social Networking, Analytics, Social Media Advertising, Web Content Management, Community Management, Digital Marketing, WordPress, SEO, Microsoft Office, PeopleSoft, Employment Verifications, Campus Placement, Campus Management, Paid Content, Paid Search Campaigns
Education
Pace University
Jeremy d'Autremont's Morgan Stanley Smith Barney Experience February 2005 - May 2005
Job Central CA Area Manager
Industry Insurance
Experience
American Fidelity Educational Services February 2007 - Present
Guardian Life Insurance December 2005 - February 2007
Morgan Stanley Smith Barney February 2005 - May 2005
Skills
Sales, Sales Operations, Management, Email Marketing, Customer Service, Insurance, Business Planning, Cold Calling, Negotiation, Microsoft Excel, Life Insurance, Employee Benefits, Investments, Account Management, Disability Insurance
Education
Occidental College 2001 — 2005
BA, Economics of Business and Management
American Fidelity Educational Services February 2007 - Present
Guardian Life Insurance December 2005 - February 2007
Morgan Stanley Smith Barney February 2005 - May 2005
Skills
Sales, Sales Operations, Management, Email Marketing, Customer Service, Insurance, Business Planning, Cold Calling, Negotiation, Microsoft Excel, Life Insurance, Employee Benefits, Investments, Account Management, Disability Insurance
Education
Occidental College 2001 — 2005
BA, Economics of Business and Management
Lawrence Bates Lawrence Bates's Morgan Stanley Smith Barney Experience 1992 - 1994
Job Apollo Global Management
Industry Financial Services
Experience
Apollo Global Management LLC October 2011 - Present
American Express May 2005 - December 2010
Deloitte March 2001 - May 2005
John Hancock Life Insurance Company (U.S.A.) 1999 - 2001
LBJ Enterprises -- Management Consultantcy 1995 - 1999
Morgan Stanley Smith Barney 1992 - 1994
Skills
Financial Modeling, Business Process..., Financial Services
Education
Pace University 1989 — 1992
BS, Finance
Albertus Magnus 1983 — 1987
Apollo Global Management LLC October 2011 - Present
American Express May 2005 - December 2010
Deloitte March 2001 - May 2005
John Hancock Life Insurance Company (U.S.A.) 1999 - 2001
LBJ Enterprises -- Management Consultantcy 1995 - 1999
Morgan Stanley Smith Barney 1992 - 1994
Skills
Financial Modeling, Business Process..., Financial Services
Education
Pace University 1989 — 1992
BS, Finance
Albertus Magnus 1983 — 1987
Caroline Miller Caroline Miller's Morgan Stanley Smith Barney Experience May 2010 - September 2010
Job Engineering Technician, Operations
Industry Oil & Energy
Experience
Ascent Resources July 2015 - Present
American Energy Partners, LP April 2014 - Present
KWTV- News Channel 9 June 2012 - April 2014
Morgan Stanley Smith Barney May 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, WellView, SCADA, Social Media, PowerPoint, Microsoft Word, Public Relations, Social Networking, Research, Media Relations, Politics, Political Science, Editing, Political Campaigns, Photoshop, OSI, Kantar, Matrix Management, Clearview
Education
University of Central Oklahoma 2010 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Oklahoma State University 2006 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Ascent Resources July 2015 - Present
American Energy Partners, LP April 2014 - Present
KWTV- News Channel 9 June 2012 - April 2014
Morgan Stanley Smith Barney May 2010 - September 2010
Skills
Microsoft Office, Microsoft Excel, WellView, SCADA, Social Media, PowerPoint, Microsoft Word, Public Relations, Social Networking, Research, Media Relations, Politics, Political Science, Editing, Political Campaigns, Photoshop, OSI, Kantar, Matrix Management, Clearview
Education
University of Central Oklahoma 2010 — 2012
Bachelor of Arts (B.A.), Political Science and Government
Oklahoma State University 2006 — 2009
Bachelor of Arts (B.A.), Political Science and Government
Joanna (Annie) Levin Joanna (Annie) Levin's Morgan Stanley Smith Barney Experience September 2005 - October 2005
Job Chief Operating Officer at Verdant Services, Inc
Industry Information Technology and Services
Experience
Verdant Services, Inc November 2013 - Present
Verdant Services, Inc October 2012 - Present
E. & J. Gallo Winery August 2011 - September 2012
E&J Gallo Winery June 2010 - August 2010
CSC August 2007 - July 2009
CSC July 2006 - August 2007
The Leukemia & Lymphoma Society May 2005 - January 2006
Morgan Stanley Smith Barney September 2005 - October 2005
Skills
Cross-functional Team..., Business Strategy, Strategy, Competitive Analysis, Product Development, Marketing Strategy, Strategic Planning, Project Management, Event Management, Event Planning, Program Management, Analytics, Change Management, Team Management, Employee Engagement, Management, Analysis, New Business Development
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
George Mason University - School of Business 2003 — 2006
BS Management, Minor in Economics
University of California, Los Angeles 2001 — 2002
Verdant Services, Inc November 2013 - Present
Verdant Services, Inc October 2012 - Present
E. & J. Gallo Winery August 2011 - September 2012
E&J Gallo Winery June 2010 - August 2010
CSC August 2007 - July 2009
CSC July 2006 - August 2007
The Leukemia & Lymphoma Society May 2005 - January 2006
Morgan Stanley Smith Barney September 2005 - October 2005
Skills
Cross-functional Team..., Business Strategy, Strategy, Competitive Analysis, Product Development, Marketing Strategy, Strategic Planning, Project Management, Event Management, Event Planning, Program Management, Analytics, Change Management, Team Management, Employee Engagement, Management, Analysis, New Business Development
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA
George Mason University - School of Business 2003 — 2006
BS Management, Minor in Economics
University of California, Los Angeles 2001 — 2002
Joel Altschule Joel Altschule's Morgan Stanley Smith Barney Experience January 1987 - October 2011
Job First Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS October 2011 - Present
Morgan Stanley Smith Barney January 1987 - October 2011
Education
The Ohio State University 1968 — 1971
Bachelor of Science, Pharmacy
Ohio University 1966 — 1968
Chemistry
UBS October 2011 - Present
Morgan Stanley Smith Barney January 1987 - October 2011
Education
The Ohio State University 1968 — 1971
Bachelor of Science, Pharmacy
Ohio University 1966 — 1968
Chemistry
Wendy Kooser Wendy Kooser's Morgan Stanley Smith Barney Experience 1991 - 2002
Job Financial Services Admin at LPL Financial
Industry Financial Services
Experience
LPL Financial September 2012 - Present
AXA Advisors 2009 - 2012
Morgan Stanley Smith Barney 1991 - 2002
Skills
Investments, Life Insurance, Annuites, Fixed Annuities, Alternative Investments, Customer Service, Employee Benefits, Retirement Planning, Mutual Funds, Microsoft Excel, Account Management, Finance
Education
Oklahoma State University
Bachelor of Arts (BA), English
University Central Florida
Education
LPL Financial September 2012 - Present
AXA Advisors 2009 - 2012
Morgan Stanley Smith Barney 1991 - 2002
Skills
Investments, Life Insurance, Annuites, Fixed Annuities, Alternative Investments, Customer Service, Employee Benefits, Retirement Planning, Mutual Funds, Microsoft Excel, Account Management, Finance
Education
Oklahoma State University
Bachelor of Arts (BA), English
University Central Florida
Education
Charles Haney's Morgan Stanley Smith Barney Experience August 1998 - June 2002
Job Medical Sales Consultant
Industry Medical Devices
Experience
Sebia June 2014 - Present
Henry Schein August 2012 - April 2014
WSI- Waterjet Service, Inc. July 2010 - August 2012
PSS World Medical, Inc. September 2004 - April 2010
American HomePatient June 2003 - June 2004
State Farm Insurance June 2002 - June 2003
Morgan Stanley Smith Barney August 1998 - June 2002
Skills
Purchasing, Inventory Management, Policy Analysis, Microsoft Office, Time Management, Promotions, Negotiation, Procurement, Executive Management, Account Management, Pitching, Capital Equipment, Contract Management, Budgeting, Logistics, Contract Negotiation, Word, Excel, Forecasting, Strategic Sourcing, Supervisory Skills, Scheduling, Materials Management, Pricing, Problem Solving, PowerPoint, New Business Development, Planning, Outlook, Sales Management, Vendor Relations, Insurance, Cold Calling, Territory, Hospitals, Consultative Selling, Medical Devices, Healthcare, Marketing Strategy, International Business, Sales Presentations, Customer Relations, Microsoft Excel, Strategic Planning, Clinical Research, Coaching, Disposables, EHR, Operating Room, Capital Equipment Sales
Education
Oklahoma State University 1995 — 1998
BS, Business Administration - Int'l Marketing/ Political Science
Sebia June 2014 - Present
Henry Schein August 2012 - April 2014
WSI- Waterjet Service, Inc. July 2010 - August 2012
PSS World Medical, Inc. September 2004 - April 2010
American HomePatient June 2003 - June 2004
State Farm Insurance June 2002 - June 2003
Morgan Stanley Smith Barney August 1998 - June 2002
Skills
Purchasing, Inventory Management, Policy Analysis, Microsoft Office, Time Management, Promotions, Negotiation, Procurement, Executive Management, Account Management, Pitching, Capital Equipment, Contract Management, Budgeting, Logistics, Contract Negotiation, Word, Excel, Forecasting, Strategic Sourcing, Supervisory Skills, Scheduling, Materials Management, Pricing, Problem Solving, PowerPoint, New Business Development, Planning, Outlook, Sales Management, Vendor Relations, Insurance, Cold Calling, Territory, Hospitals, Consultative Selling, Medical Devices, Healthcare, Marketing Strategy, International Business, Sales Presentations, Customer Relations, Microsoft Excel, Strategic Planning, Clinical Research, Coaching, Disposables, EHR, Operating Room, Capital Equipment Sales
Education
Oklahoma State University 1995 — 1998
BS, Business Administration - Int'l Marketing/ Political Science
Annette (Ravelo) Matthew's Morgan Stanley Smith Barney Experience August 1999 - December 2000
Job Finance Transformation
Industry Insurance
Experience
AIG June 2014 - Present
RSA January 2014 - June 2014
RSA April 2009 - December 2013
AIG August 2001 - April 2009
MCM January 2001 - August 2001
Morgan Stanley Smith Barney August 1999 - December 2000
Akin Gump Strauss Hauer & Feld LLP August 1998 - August 1999
Skills
Team Building, Team Leadership, Microsoft Excel, Professional Experience, Insurance, Underwriting, Reinsurance, Risk Management, General Insurance, Strategic Planning, Portfolio Management, Financial Analysis, Analysis, Strategic Financial..., Financial Risk, Financial Modeling, Data Analysis, Project Management, Strategy, Operations Management, Business Analysis, Mergers & Acquisitions, Business Planning
Education
Pace University
MBA, International Business, 3.4
St. John's University
B.A; B.S, Psychology; Criminal Justice (Double Major), 3.3
AIG June 2014 - Present
RSA January 2014 - June 2014
RSA April 2009 - December 2013
AIG August 2001 - April 2009
MCM January 2001 - August 2001
Morgan Stanley Smith Barney August 1999 - December 2000
Akin Gump Strauss Hauer & Feld LLP August 1998 - August 1999
Skills
Team Building, Team Leadership, Microsoft Excel, Professional Experience, Insurance, Underwriting, Reinsurance, Risk Management, General Insurance, Strategic Planning, Portfolio Management, Financial Analysis, Analysis, Strategic Financial..., Financial Risk, Financial Modeling, Data Analysis, Project Management, Strategy, Operations Management, Business Analysis, Mergers & Acquisitions, Business Planning
Education
Pace University
MBA, International Business, 3.4
St. John's University
B.A; B.S, Psychology; Criminal Justice (Double Major), 3.3
Praveen Vasudev Praveen Vasudev's Morgan Stanley Smith Barney Experience August 2009 - July 2010
Job Sr. Datawarehousing Programmer/Analyst at Bank of TokyoMitsubishi UFJ
Industry Computer Software
Experience
<> December 2014 - Present
Bank of Tokyo-Mitsubishi UFJ April 2013 - December 2014
Barclays Wealth and Investment Management July 2010 - March 2013
Morgan Stanley Smith Barney August 2009 - July 2010
T-Mobile March 2009 - August 2009
Cablevision July 2007 - March 2009
MFX Fairfax August 2006 - July 2007
JPMC March 2005 - August 2006
Merril Lynch August 2004 - February 2005
Skills
Data Warehousing, Oracle, ETL, SDLC, Informatica, Data Modeling, PL/SQL, Unix, Integration, DB2, Solution Architecture, Data Integration, Database Design, Unix Shell Scripting, Data Warehouse..., Agile Methodologies, SQL, Requirements Analysis, Databases, SOA, Shell Scripting, Business Intelligence, Business Objects, Enterprise Architecture, XML, Requirements Gathering, AIX, Data Migration, Performance Tuning, NoSQL, MongoDB, JScript, Big Data, IDQ, SSIS, Business Objects Data..., Perl
Education
University of Louisiana at Lafayette 2000 — 2003
Master's degree, Computer Science
Osmania University 1995 — 1999
Bachelors in Technology, Chemical Technology
Atomic Energy Central School 1984 — 1995
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Bank of Tokyo-Mitsubishi UFJ April 2013 - December 2014
Barclays Wealth and Investment Management July 2010 - March 2013
Morgan Stanley Smith Barney August 2009 - July 2010
T-Mobile March 2009 - August 2009
Cablevision July 2007 - March 2009
MFX Fairfax August 2006 - July 2007
JPMC March 2005 - August 2006
Merril Lynch August 2004 - February 2005
Skills
Data Warehousing, Oracle, ETL, SDLC, Informatica, Data Modeling, PL/SQL, Unix, Integration, DB2, Solution Architecture, Data Integration, Database Design, Unix Shell Scripting, Data Warehouse..., Agile Methodologies, SQL, Requirements Analysis, Databases, SOA, Shell Scripting, Business Intelligence, Business Objects, Enterprise Architecture, XML, Requirements Gathering, AIX, Data Migration, Performance Tuning, NoSQL, MongoDB, JScript, Big Data, IDQ, SSIS, Business Objects Data..., Perl
Education
University of Louisiana at Lafayette 2000 — 2003
Master's degree, Computer Science
Osmania University 1995 — 1999
Bachelors in Technology, Chemical Technology
Atomic Energy Central School 1984 — 1995
Lani Allen-Davis Lani Allen-Davis's Morgan Stanley Smith Barney Experience July 2006 - April 2010
Job Available for work
Industry Banking
Experience
Audimation Services February 2013 - March 2015
Star of Hope Mission July 2012 - January 2013
Morgan Stanley Smith Barney July 2006 - April 2010
Skills
Customer Service, Accounts Payable, Accounts Receivable, Accounting, Social Services, Microsoft Excel, Bookkeeping, Microsoft Word, Time Management, Windows 7, Microsoft Office, JD Edwards, QuickBooks, Oracle, Microsoft CRM, IDEA, Public Speaking
Education
Oral Roberts University 1988 — 1990
Faith Christian Academy
Diploma
Houston Community College
Pastoral Studies/Counseling
Audimation Services February 2013 - March 2015
Star of Hope Mission July 2012 - January 2013
Morgan Stanley Smith Barney July 2006 - April 2010
Skills
Customer Service, Accounts Payable, Accounts Receivable, Accounting, Social Services, Microsoft Excel, Bookkeeping, Microsoft Word, Time Management, Windows 7, Microsoft Office, JD Edwards, QuickBooks, Oracle, Microsoft CRM, IDEA, Public Speaking
Education
Oral Roberts University 1988 — 1990
Faith Christian Academy
Diploma
Houston Community College
Pastoral Studies/Counseling
Richard Highsmith's Morgan Stanley Smith Barney Experience July 2010 - February 2012
Job BirkSun
Industry Capital Markets
Experience
BirkSun August 2012 - Present
Morgan Stanley Smith Barney July 2010 - February 2012
Box It Up Storage September 2008 - May 2010
Charles R. Blyth Fund April 2008 - May 2010
Merrill Lynch September 2009 - December 2009
Occidental College Board of Trustees Investment Committee September 2008 - September 2009
Morgan Stanley Smith Barney-Wealth Management Division June 2009 - August 2009
Everest Properties LLC May 2009 - August 2009
Frazier Capital August 2007 - February 2008
Skills
Investments, Economics, Asset Management, Portfolio Management, Mutual Funds, Financial Analysis, Asset Managment, Entrepreneurship
Education
Occidental College 2006 — 2010
BA
London School of Economics 2009 — 2009
BirkSun August 2012 - Present
Morgan Stanley Smith Barney July 2010 - February 2012
Box It Up Storage September 2008 - May 2010
Charles R. Blyth Fund April 2008 - May 2010
Merrill Lynch September 2009 - December 2009
Occidental College Board of Trustees Investment Committee September 2008 - September 2009
Morgan Stanley Smith Barney-Wealth Management Division June 2009 - August 2009
Everest Properties LLC May 2009 - August 2009
Frazier Capital August 2007 - February 2008
Skills
Investments, Economics, Asset Management, Portfolio Management, Mutual Funds, Financial Analysis, Asset Managment, Entrepreneurship
Education
Occidental College 2006 — 2010
BA
London School of Economics 2009 — 2009
Sarah Jamgochian Evener's Morgan Stanley Smith Barney Experience August 2007 - January 2011
Job ED at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2002 - Present
Morgan Stanley Wealth Management July 2002 - January 2015
Morgan Stanley Smith Barney August 2007 - January 2011
Morgan Stanley February 2004 - August 2007
Morgan Stanley May 2003 - February 2004
Discover Card July 2002 - May 2003
Skills
Credit, Banking, Customer Service, Cash Management, Compliance, Loans, Series 7, Securities, Financial Services, Portfolio Management, Mutual Funds, Wealth Management, Investments, Credit Cards, Management
Education
University of Phoenix 2009 — 2013
Doctorate, Management and Organizational Leadership
Ohio Dominican University 2005 — 2007
MBA
The Ohio State University
Bachelor of Arts, Dual Major in Criminology and Political Science
Morgan Stanley July 2002 - Present
Morgan Stanley Wealth Management July 2002 - January 2015
Morgan Stanley Smith Barney August 2007 - January 2011
Morgan Stanley February 2004 - August 2007
Morgan Stanley May 2003 - February 2004
Discover Card July 2002 - May 2003
Skills
Credit, Banking, Customer Service, Cash Management, Compliance, Loans, Series 7, Securities, Financial Services, Portfolio Management, Mutual Funds, Wealth Management, Investments, Credit Cards, Management
Education
University of Phoenix 2009 — 2013
Doctorate, Management and Organizational Leadership
Ohio Dominican University 2005 — 2007
MBA
The Ohio State University
Bachelor of Arts, Dual Major in Criminology and Political Science
Dallas Hogensen Dallas Hogensen's Morgan Stanley Smith Barney Experience April 2011 - September 2012
Job Head of Sales at Lyft
Industry Computer Software
Experience
Lyft September 2015 - Present
Liveli May 2015 - September 2015
iCracked Inc. February 2013 - May 2015
Rocket Lawyer, Inc August 2012 - February 2013
Morgan Stanley Smith Barney April 2011 - September 2012
Skills
Start-ups, Sales, Entrepreneurship, Business Development, Leadership, Sales Management, Management, CRM, Networking, Strategic Business..., Salesforce.com, Account Management, Sales Operations, SaaS, Direct Sales, Team Leadership, Marketing, Sales Process, Strategy, New Business Development, Lead Generation, Strategic Partnerships, Marketing Strategy, Strategic Planning, Business Expansion, Business Strategy, Business Planning, Market Research, Cold Calling, Forecasting, International..., Analysis, Pricing, Social Innovation, Thought Leadership, Consultative Sales...
Education
Stanford University 2013 — 2014
Business Management, Technology
Oregon State University 2008 — 2010
Bachelor of Business Administration (BBA) and Marketing, Focus on Finance and Marketing studies
Lyft September 2015 - Present
Liveli May 2015 - September 2015
iCracked Inc. February 2013 - May 2015
Rocket Lawyer, Inc August 2012 - February 2013
Morgan Stanley Smith Barney April 2011 - September 2012
Skills
Start-ups, Sales, Entrepreneurship, Business Development, Leadership, Sales Management, Management, CRM, Networking, Strategic Business..., Salesforce.com, Account Management, Sales Operations, SaaS, Direct Sales, Team Leadership, Marketing, Sales Process, Strategy, New Business Development, Lead Generation, Strategic Partnerships, Marketing Strategy, Strategic Planning, Business Expansion, Business Strategy, Business Planning, Market Research, Cold Calling, Forecasting, International..., Analysis, Pricing, Social Innovation, Thought Leadership, Consultative Sales...
Education
Stanford University 2013 — 2014
Business Management, Technology
Oregon State University 2008 — 2010
Bachelor of Business Administration (BBA) and Marketing, Focus on Finance and Marketing studies
Sandi Sperry Sandi Sperry's Morgan Stanley Smith Barney Experience May 2005 - September 2010
Job Operations Manager at Sapient Private Wealth Management
Industry Financial Services
Experience
Sapient Private Wealth Management September 2010 - Present
Morgan Stanley Smith Barney May 2005 - September 2010
State Farm Insurance June 1993 - April 2005
Skills
Insurance, Series 63, Series 7, Mutual Funds, Customer Service, Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Uniform Combined State..., Process Improvement, Banking, Access, Analysis, Finance
Education
Oregon State University 1989 — 1993
BS, Business Administration (Accounting & Finance)
Sapient Private Wealth Management September 2010 - Present
Morgan Stanley Smith Barney May 2005 - September 2010
State Farm Insurance June 1993 - April 2005
Skills
Insurance, Series 63, Series 7, Mutual Funds, Customer Service, Outlook, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Uniform Combined State..., Process Improvement, Banking, Access, Analysis, Finance
Education
Oregon State University 1989 — 1993
BS, Business Administration (Accounting & Finance)
Dominic Salvia's Morgan Stanley Smith Barney Experience March 2010 - June 2011
Job Experienced Communications Professional, Radio Personality, Marketing and Process Innovation Architect
Industry Broadcast Media
Experience
The Devil's Advocates Radio 2011 - Present
Morgan Stanley Smith Barney March 2010 - June 2011
Lakeside Trams LLC April 2008 - June 2009
The Wagner Realty Group LLC April 2007 - September 2008
Ogden & Company, Inc. March 2005 - April 2007
Premier Staffing, Inc. d/b/a CADRE May 1998 - June 2004
Skills
Radio Broadcasting, Radio Advertising, Radio Host, Radio Producing, Politics, Political Philosophy, Political Campaigns, Public Policy, Radio Promotions, Business Strategy, Business Planning, Small Business, Marketing Strategy, Marketing Management, Financial Analysis, Strategic Financial..., Operations Management, Operational Planning, Business Process..., Farms, Constitutional Rights, Current Affairs, News, Mutual Funds, Retirement Planning, Social Networking, Real Estate, Investments, Asset Managment, Property Management, Portfolio Management, Negotiation, Social Media Marketing, Sales, Selling, Radio, Strategic Planning, Radio Production
Education
Oakland University 1995 — 1998
MBA, Business Administration
University of Wisconsin-La Crosse 1989 — 1994
BS, Marketing
The Devil's Advocates Radio 2011 - Present
Morgan Stanley Smith Barney March 2010 - June 2011
Lakeside Trams LLC April 2008 - June 2009
The Wagner Realty Group LLC April 2007 - September 2008
Ogden & Company, Inc. March 2005 - April 2007
Premier Staffing, Inc. d/b/a CADRE May 1998 - June 2004
Skills
Radio Broadcasting, Radio Advertising, Radio Host, Radio Producing, Politics, Political Philosophy, Political Campaigns, Public Policy, Radio Promotions, Business Strategy, Business Planning, Small Business, Marketing Strategy, Marketing Management, Financial Analysis, Strategic Financial..., Operations Management, Operational Planning, Business Process..., Farms, Constitutional Rights, Current Affairs, News, Mutual Funds, Retirement Planning, Social Networking, Real Estate, Investments, Asset Managment, Property Management, Portfolio Management, Negotiation, Social Media Marketing, Sales, Selling, Radio, Strategic Planning, Radio Production
Education
Oakland University 1995 — 1998
MBA, Business Administration
University of Wisconsin-La Crosse 1989 — 1994
BS, Marketing
Casey Pogodzinski Casey Pogodzinski's Morgan Stanley Smith Barney Experience September 2010 - December 2011
Job Vice President | Financial Advisor at CAPTRUST
Industry Financial Services
Experience
CAPTRUST Financial Advisors January 2013 - Present
Freedom One Financial Group December 2011 - December 2012
Morgan Stanley Smith Barney September 2010 - December 2011
Cypress Bioscience 2008 - 2010
Genzyme Biosurgery March 2006 - September 2008
Sankyo Pharma 2000 - 2006
Skills
401k, Retirement Planning, Investments, Wealth Management, Retirement, Mutual Funds, Investment Advisory, Asset Allocation, Portfolio Management, Asset Management, Pensions, Estate Planning, Sales Management, Insurance, Business Planning, Strategic Planning, Financial Analysis, Series 7, Financial Planning, Annuities, IRA's
Education
University of Michigan-Flint 1998 — 2001
MBA, Business
Oakland University 1993 — 1996
Bachelor of Science, Finance
CAPTRUST Financial Advisors January 2013 - Present
Freedom One Financial Group December 2011 - December 2012
Morgan Stanley Smith Barney September 2010 - December 2011
Cypress Bioscience 2008 - 2010
Genzyme Biosurgery March 2006 - September 2008
Sankyo Pharma 2000 - 2006
Skills
401k, Retirement Planning, Investments, Wealth Management, Retirement, Mutual Funds, Investment Advisory, Asset Allocation, Portfolio Management, Asset Management, Pensions, Estate Planning, Sales Management, Insurance, Business Planning, Strategic Planning, Financial Analysis, Series 7, Financial Planning, Annuities, IRA's
Education
University of Michigan-Flint 1998 — 2001
MBA, Business
Oakland University 1993 — 1996
Bachelor of Science, Finance
Verona Mason-Waddell's Morgan Stanley Smith Barney Experience November 2006 - August 2011
Job Investment Client Services Representative at BB&T
Industry Financial Services
Experience
BB&T February 2015 - Present
US Airways January 2014 - Present
Wells Fargo Advisors (Apex Staffing) November 2014 - January 2015
LPL Financial (Talentbridge Staffing) August 2014 - November 2014
Huntington National Bank May 2012 - January 2014
Morgan Stanley Smith Barney November 2006 - August 2011
Skills
Customer Service, Banking, Outlook, Microsoft Excel, Time Management, Microsoft Word, Microsoft Office, Teamwork, Analysis, Policy, Data Entry, PowerPoint, Public Speaking, Research, Credit, Management, Finance
Education
Ohio Dominican University 2008 — 2012
Bachelor's Degree, Business Administration and Management, General
BB&T February 2015 - Present
US Airways January 2014 - Present
Wells Fargo Advisors (Apex Staffing) November 2014 - January 2015
LPL Financial (Talentbridge Staffing) August 2014 - November 2014
Huntington National Bank May 2012 - January 2014
Morgan Stanley Smith Barney November 2006 - August 2011
Skills
Customer Service, Banking, Outlook, Microsoft Excel, Time Management, Microsoft Word, Microsoft Office, Teamwork, Analysis, Policy, Data Entry, PowerPoint, Public Speaking, Research, Credit, Management, Finance
Education
Ohio Dominican University 2008 — 2012
Bachelor's Degree, Business Administration and Management, General
Jason Tarlowe Jason Tarlowe's Morgan Stanley Smith Barney Experience March 1996 - July 1997
Job Chief Operating Officer (COO) at Greenlight Staffing Services, Inc.
Industry Internet
Experience
GREENLIGHT STAFFING SERVICES, INC January 2011 - Present
TravelWithPoints.com January 2014 - Present
Online Singles, LLC February 2000 - Present
CNET Networks May 1999 - June 2000
Sumo, Inc. August 1997 - April 1999
Morgan Stanley Smith Barney March 1996 - July 1997
Morgan Stanley Smith Barney March 1996 - July 1997
Skills
Angel Investing, Staffing Services, Legal Issues, Applicant Tracking..., Permanent Placement, Sourcing, Contract Recruitment, Employee Benefits, Public Speaking, Employee Relations, Account Management, Business Process..., Technical Recruiting, Interviews, Personnel Management, Internet Recruiting, Benefits Negotiation, Healthcare, Small Business, Business Networking, Human Resources, Resource Management, Staff Augmentation, Customer Retention, College Recruiting, Business Development, Due Diligence, Recruiting, Temporary Placement, Contract Negotiation, Screening Resumes, Temporary Staffing, Resume Writing, Strategic Partnerships, Search, Talent Management, Cold Calling, Global Business..., Executive Management, CRM, Talent Acquisition, Building Relationships, Employer Branding, Investments, Leadership, Industrial Sector, Professional Services, Entrepreneurship, Executive Search, Vendor Management
Education
University of Florida - Fredric G. Levin College of Law 1992 — 1995
J.D., Estate Planning and Taxation
The George Washington University 1989 — 1993
B.B.A, Finance
The George Washington University - School of Business 1989 — 1993
B.B.A., Finance
Nova Southeastern University
GREENLIGHT STAFFING SERVICES, INC January 2011 - Present
TravelWithPoints.com January 2014 - Present
Online Singles, LLC February 2000 - Present
CNET Networks May 1999 - June 2000
Sumo, Inc. August 1997 - April 1999
Morgan Stanley Smith Barney March 1996 - July 1997
Morgan Stanley Smith Barney March 1996 - July 1997
Skills
Angel Investing, Staffing Services, Legal Issues, Applicant Tracking..., Permanent Placement, Sourcing, Contract Recruitment, Employee Benefits, Public Speaking, Employee Relations, Account Management, Business Process..., Technical Recruiting, Interviews, Personnel Management, Internet Recruiting, Benefits Negotiation, Healthcare, Small Business, Business Networking, Human Resources, Resource Management, Staff Augmentation, Customer Retention, College Recruiting, Business Development, Due Diligence, Recruiting, Temporary Placement, Contract Negotiation, Screening Resumes, Temporary Staffing, Resume Writing, Strategic Partnerships, Search, Talent Management, Cold Calling, Global Business..., Executive Management, CRM, Talent Acquisition, Building Relationships, Employer Branding, Investments, Leadership, Industrial Sector, Professional Services, Entrepreneurship, Executive Search, Vendor Management
Education
University of Florida - Fredric G. Levin College of Law 1992 — 1995
J.D., Estate Planning and Taxation
The George Washington University 1989 — 1993
B.B.A, Finance
The George Washington University - School of Business 1989 — 1993
B.B.A., Finance
Nova Southeastern University
Samantha Later Samantha Later's Morgan Stanley Smith Barney Experience April 2007 - April 2012
Job Executive Assistant at Hulu
Industry Online Media
Experience
Hulu February 2014 - Present
Robert Half International April 2012 - January 2014
Morgan Stanley Smith Barney April 2007 - April 2012
Skills
Recruiting, Applicant Tracking..., Temporary Placement, College Recruiting, Onboarding, Staffing Services, Employee Relations, Resume Writing, Talent Acquisition, Temporary Staffing, Human Resources, Training, Internet Recruiting, Outlook, Administrative..., Leadership, Time Management, Interviews, Technical Recruiting, Cold Calling, Building Relationships, Employee Benefits, Executive Search, Sourcing, Corporate Recruiting, Account Management, Career Counseling, Networking, Screening Resumes, Contract Recruitment, Performance Management, Benefits Administration, Sales, Hiring, PeopleSoft, Benefits Negotiation, Social Networking, Payroll, Organizational..., New Hire Orientations, Conflict Resolution, Employee Training, Screening, Career Development, Talent Management, HRIS, Data Entry, Taleo, Management, Recruitment Advertising
Education
Oregon State University 2003 — 2007
Human Development and Family Sciences, Human Services, General
Hulu February 2014 - Present
Robert Half International April 2012 - January 2014
Morgan Stanley Smith Barney April 2007 - April 2012
Skills
Recruiting, Applicant Tracking..., Temporary Placement, College Recruiting, Onboarding, Staffing Services, Employee Relations, Resume Writing, Talent Acquisition, Temporary Staffing, Human Resources, Training, Internet Recruiting, Outlook, Administrative..., Leadership, Time Management, Interviews, Technical Recruiting, Cold Calling, Building Relationships, Employee Benefits, Executive Search, Sourcing, Corporate Recruiting, Account Management, Career Counseling, Networking, Screening Resumes, Contract Recruitment, Performance Management, Benefits Administration, Sales, Hiring, PeopleSoft, Benefits Negotiation, Social Networking, Payroll, Organizational..., New Hire Orientations, Conflict Resolution, Employee Training, Screening, Career Development, Talent Management, HRIS, Data Entry, Taleo, Management, Recruitment Advertising
Education
Oregon State University 2003 — 2007
Human Development and Family Sciences, Human Services, General
Jordan Keller Jordan Keller's Morgan Stanley Smith Barney Experience May 2011 - July 2011
Job Senior Internal Auditor at Comerica Bank
Industry Financial Services
Experience
Comerica Bank March 2015 - Present
Comerica Bank July 2013 - March 2015
Oakland University August 2011 - April 2013
Morgan Stanley Smith Barney May 2011 - July 2011
Beachwood Swim and Tennis Club June 2009 - July 2011
Oakland University Club Tennis September 2010 - May 2011
Skills
Banner Finance, Microsoft Office, Attention To Detail, Fast Learner, Punctual, Tennis, Budgets, Accounting, Analysis, Access, Financial Statements, Financial Analysis, Microsoft Excel, Cost Accounting, PowerPoint, Investments, Fundraising, Internal Audit, Microsoft Word, Leadership
Education
Oakland University 2009 — 2013
Bachelor's Degree, Major: Finance Minor: Accounting, 3.63/4.00, Cum Laude
Rochester High 2005 — 2009
Comerica Bank March 2015 - Present
Comerica Bank July 2013 - March 2015
Oakland University August 2011 - April 2013
Morgan Stanley Smith Barney May 2011 - July 2011
Beachwood Swim and Tennis Club June 2009 - July 2011
Oakland University Club Tennis September 2010 - May 2011
Skills
Banner Finance, Microsoft Office, Attention To Detail, Fast Learner, Punctual, Tennis, Budgets, Accounting, Analysis, Access, Financial Statements, Financial Analysis, Microsoft Excel, Cost Accounting, PowerPoint, Investments, Fundraising, Internal Audit, Microsoft Word, Leadership
Education
Oakland University 2009 — 2013
Bachelor's Degree, Major: Finance Minor: Accounting, 3.63/4.00, Cum Laude
Rochester High 2005 — 2009
Angela Vinci Angela Vinci's Morgan Stanley Smith Barney Experience May 2011 - October 2011
Job Accountant
Industry Banking
Experience
Société Générale July 2015 - Present
Jefferies LLC August 2014 - July 2015
Barclays November 2012 - August 2014
Barclays March 2012 - November 2012
Morgan Stanley Smith Barney May 2011 - October 2011
Silipos Inc. July 2010 - May 2011
AXA Advisors July 2010 - September 2010
Pace University September 2008 - January 2010
Skills
Italian, MRI, Microsoft Office, Customer Service, Mathematics, Excel, Word, PowerPoint, Event Management, Equities, Asset Allocation, Access, Statistics, Customer Relations, English, Solver, Microsoft Excel, Microsoft Word, Finance, Marketing, Research, Economics, Social Media, Accounting, Derivatives, Financial Analysis, Leadership, Management
Education
Pace University - Lubin School of Business 2007 — 2011
BBA, Finance & Marketing
Société Générale July 2015 - Present
Jefferies LLC August 2014 - July 2015
Barclays November 2012 - August 2014
Barclays March 2012 - November 2012
Morgan Stanley Smith Barney May 2011 - October 2011
Silipos Inc. July 2010 - May 2011
AXA Advisors July 2010 - September 2010
Pace University September 2008 - January 2010
Skills
Italian, MRI, Microsoft Office, Customer Service, Mathematics, Excel, Word, PowerPoint, Event Management, Equities, Asset Allocation, Access, Statistics, Customer Relations, English, Solver, Microsoft Excel, Microsoft Word, Finance, Marketing, Research, Economics, Social Media, Accounting, Derivatives, Financial Analysis, Leadership, Management
Education
Pace University - Lubin School of Business 2007 — 2011
BBA, Finance & Marketing
Fausto Enrique Abreu's Morgan Stanley Smith Barney Experience May 2010 - October 2012
Job Information Technology & Systems Operations Specialist
Industry Information Technology and Services
Experience
NBCUniversal, Inc. February 2013 - Present
Morgan Stanley Wealth Management October 2012 - January 2013
Morgan Stanley Smith Barney May 2010 - October 2012
UBS Wealth Management September 1999 - September 2008
Information Builders January 1995 - August 1999
Skills
Cross-functional Team..., Software Development..., Technical Support, User Acceptance Testing, Process Improvement, Testing, Project Management, Management, Quality Management, Quality Center, Software Quality..., Information Technology, Financial Technology, Trading Systems, Client Server..., SDLC, Fixed Income, Vendor Management, Requirements Analysis, System Testing, Business Analysis, Software Project..., Change Management
Education
Pace University 1992 — 1997
NBCUniversal, Inc. February 2013 - Present
Morgan Stanley Wealth Management October 2012 - January 2013
Morgan Stanley Smith Barney May 2010 - October 2012
UBS Wealth Management September 1999 - September 2008
Information Builders January 1995 - August 1999
Skills
Cross-functional Team..., Software Development..., Technical Support, User Acceptance Testing, Process Improvement, Testing, Project Management, Management, Quality Management, Quality Center, Software Quality..., Information Technology, Financial Technology, Trading Systems, Client Server..., SDLC, Fixed Income, Vendor Management, Requirements Analysis, System Testing, Business Analysis, Software Project..., Change Management
Education
Pace University 1992 — 1997
Michelle Brillhart's Morgan Stanley Smith Barney Experience January 2010 - December 2012
Job Financial Services Professional at Registered Investment Advisor
Industry Financial Services
Experience
Registered Investment Advisor June 2013 - Present
Morgan Stanley Smith Barney January 2010 - December 2012
Morgan Stanley Smith Barney January 2006 - December 2009
Morgan Stanley September 2001 - December 2006
Morgan Stanley January 1996 - August 2001
Morgan Stanley January 1992 - December 1996
Morgan Stanley October 1988 - December 1992
Skills
Series 7, Wealth Management, Uniform Combined State..., Series 63, Retirement Planning, Alternative Investments, Asset Allocation, Mutual Funds, Asset Managment, Investments, Securities, Wealth Management..., Investment Strategies, Financial Services, Asset Management, Financial Advisory, Portfolio Management, Equities
Education
Oakland University 1989 — 1993
Bachelor of Arts, English and Journalism
Registered Investment Advisor June 2013 - Present
Morgan Stanley Smith Barney January 2010 - December 2012
Morgan Stanley Smith Barney January 2006 - December 2009
Morgan Stanley September 2001 - December 2006
Morgan Stanley January 1996 - August 2001
Morgan Stanley January 1992 - December 1996
Morgan Stanley October 1988 - December 1992
Skills
Series 7, Wealth Management, Uniform Combined State..., Series 63, Retirement Planning, Alternative Investments, Asset Allocation, Mutual Funds, Asset Managment, Investments, Securities, Wealth Management..., Investment Strategies, Financial Services, Asset Management, Financial Advisory, Portfolio Management, Equities
Education
Oakland University 1989 — 1993
Bachelor of Arts, English and Journalism
Tracy Myint Tracy Myint's Morgan Stanley Smith Barney Experience September 2010 - December 2011
Job Senior C# .NET Developer
Industry Information Technology and Services
Experience
Memorial Sloan Kettering Cancer Center March 2015 - Present
NYU Langone Medical Center July 2013 - October 2014
NYC Department of Health December 2012 - March 2013
KPMG June 2012 - September 2012
TD Securities January 2012 - April 2012
Morgan Stanley Smith Barney September 2010 - December 2011
New York City Department of Finance July 2009 - May 2010
Jarden Corporation August 2008 - May 2009
Lehman Brothers November 2007 - July 2008
Arnhold and S Bleichroeder LLC August 2007 - October 2007
Skills
Microsoft SQL Server, .NET, ASP.NET, C#, XML, ASP.NET MVC, AJAX, Databases, SQL, Web Applications, Web Development, Integration, Business Analysis, SSRS, SSIS, Full SDLC, Written Communication, Soft Skills, ADO.NET, XSL, XPath, Visual Studio, Financial Technology, Investment Banking, Enterprise Architecture, Intranet, Financial Reporting, Banking, lead, architect, senior, developer, Verbal Communication, NYC Resident, microsoft, technology, AngularJS, US Citizen
Education
Pace University 1991 — 2001
BA, Computer Science Major - w/ Accounting Minor
Pace University
Bachelor's degree, Computer Science
Memorial Sloan Kettering Cancer Center March 2015 - Present
NYU Langone Medical Center July 2013 - October 2014
NYC Department of Health December 2012 - March 2013
KPMG June 2012 - September 2012
TD Securities January 2012 - April 2012
Morgan Stanley Smith Barney September 2010 - December 2011
New York City Department of Finance July 2009 - May 2010
Jarden Corporation August 2008 - May 2009
Lehman Brothers November 2007 - July 2008
Arnhold and S Bleichroeder LLC August 2007 - October 2007
Skills
Microsoft SQL Server, .NET, ASP.NET, C#, XML, ASP.NET MVC, AJAX, Databases, SQL, Web Applications, Web Development, Integration, Business Analysis, SSRS, SSIS, Full SDLC, Written Communication, Soft Skills, ADO.NET, XSL, XPath, Visual Studio, Financial Technology, Investment Banking, Enterprise Architecture, Intranet, Financial Reporting, Banking, lead, architect, senior, developer, Verbal Communication, NYC Resident, microsoft, technology, AngularJS, US Citizen
Education
Pace University 1991 — 2001
BA, Computer Science Major - w/ Accounting Minor
Pace University
Bachelor's degree, Computer Science
Guy Brusca Guy Brusca's Morgan Stanley Smith Barney Experience August 2004 - May 2006
Job Presidents Club Mortgage Banker at Quicken Loans
Industry Financial Services
Experience
Quicken Loans May 2007 - Present
Morgan Stanley Smith Barney August 2004 - May 2006
Skills
Credit Analysis, Banking, Finance, Financial Analysis, Underwriting, USDA, Investments, Series 63, Mortgage Underwriting, Commercial Lending, Reverse Mortgages, Consumer Lending, Commercial Banking, Government Loans, Mortgage Servicing, Insurance, Retail Banking, Risk Management, Certified Mortgage..., Real Estate Financing
Education
Oakland University 2002 — 2006
Bachelor's, Finance
Quicken Loans May 2007 - Present
Morgan Stanley Smith Barney August 2004 - May 2006
Skills
Credit Analysis, Banking, Finance, Financial Analysis, Underwriting, USDA, Investments, Series 63, Mortgage Underwriting, Commercial Lending, Reverse Mortgages, Consumer Lending, Commercial Banking, Government Loans, Mortgage Servicing, Insurance, Retail Banking, Risk Management, Certified Mortgage..., Real Estate Financing
Education
Oakland University 2002 — 2006
Bachelor's, Finance
Edward Wagner, AIF's Morgan Stanley Smith Barney Experience April 2000 - December 2005
Job Managing Director at SageView Advisory Group
Industry Financial Services
Experience
SageView Advisory Group January 2006 - Present
Morgan Stanley Smith Barney April 2000 - December 2005
Skills
Investments, Employee Benefits, Pensions, Asset Management, Asset Allocation, Securities, Retirement, Investment Advisory, Wealth, Fixed Annuities, 401k, Retirement Planning, FINRA
Education
Oregon State University 1992 — 1996
SageView Advisory Group January 2006 - Present
Morgan Stanley Smith Barney April 2000 - December 2005
Skills
Investments, Employee Benefits, Pensions, Asset Management, Asset Allocation, Securities, Retirement, Investment Advisory, Wealth, Fixed Annuities, 401k, Retirement Planning, FINRA
Education
Oregon State University 1992 — 1996
Ian McIlvaine's Morgan Stanley Smith Barney Experience June 2010 - August 2012
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors August 2012 - Present
Morgan Stanley Smith Barney June 2010 - August 2012
Homestead Preserve 2007 - October 2010
Mountain Air Development Corp. June 2005 - January 2007
Lucent Technologies 2000 - 2003
Xerox Corp 1996 - 2000
Skills
Sales, Sales Management, Retirement Planning, Investments, 401k Rollovers, Insurance, Qualified Retirement..., Retirement-Plan..., Strategic Planning, 529 Plans, Investment Strategies, Business succession..., Multigenerational..., Risk Management, Stock analysis, Wealth Preservation...
Education
Oral Roberts University 1992 — 1996
BA, Communications
Wells Fargo Advisors August 2012 - Present
Morgan Stanley Smith Barney June 2010 - August 2012
Homestead Preserve 2007 - October 2010
Mountain Air Development Corp. June 2005 - January 2007
Lucent Technologies 2000 - 2003
Xerox Corp 1996 - 2000
Skills
Sales, Sales Management, Retirement Planning, Investments, 401k Rollovers, Insurance, Qualified Retirement..., Retirement-Plan..., Strategic Planning, 529 Plans, Investment Strategies, Business succession..., Multigenerational..., Risk Management, Stock analysis, Wealth Preservation...
Education
Oral Roberts University 1992 — 1996
BA, Communications
Josh Monk's Morgan Stanley Smith Barney Experience August 2010 - August 2011
Job Financial Advisor at SunTrust Investment Services, Inc.
Industry Financial Services
Experience
ProShare Advisors, LLC August 2011 - April 2013
Morgan Stanley Smith Barney August 2010 - August 2011
Citibank July 2008 - August 2010
Merrill Lynch August 2006 - July 2008
Education
Investment Banking Institute 2010 — 2010
Investment Banking
Oklahoma City University 2004 — 2006
MBA, Finance
University of Oklahoma 1999 — 2004
ProShare Advisors, LLC August 2011 - April 2013
Morgan Stanley Smith Barney August 2010 - August 2011
Citibank July 2008 - August 2010
Merrill Lynch August 2006 - July 2008
Education
Investment Banking Institute 2010 — 2010
Investment Banking
Oklahoma City University 2004 — 2006
MBA, Finance
University of Oklahoma 1999 — 2004
Chuck Sawicki's Morgan Stanley Smith Barney Experience 1984 - 2006
Job Certified Small Business Mentor at SCORE Lancaster
Industry Civic & Social Organization
Experience
SCORE Lancaster February 2015 - Present
Charlotte SCORE February 2007 - December 2014
Morgan Stanley Smith Barney 1984 - 2006
Dun & Bradstreet 1962 - 1983
United States Army 1960 - 1970
Skills
Sales, Business, Strategic Planning, New Business Development, Business Strategy, Sales Management, Small Business, Estate Planning, Wealth Management, Strategic Financial..., Entrepreneurship, Fundraising, Business Networking, Program Management, Start-ups, Public Speaking, Management, Leadership Development, Marketing, Social Media, Coaching, Strategy, Training, Leadership, Business Development, Business Planning, Management Consulting, Nonprofits, Organizational..., Finance, Team Building, Analysis, Mergers & Acquisitions, Strategic Partnerships, Consulting, Budgets, Change Management, Project Planning, Public Relations, Team Leadership, Policy, Marketing Strategy, Government, CRM, Project Management, Risk Management, Negotiation, Cross-functional Team..., Executive Coaching, Networking
Education
Washington University in St. Louis 1961 — 1963
MBA, Marketing & Finance
Notre Dame 1956 — 1960
BA, Economics
University of Notre Dame 1956 — 1960
Bachelor's degree, Economics
SCORE Lancaster February 2015 - Present
Charlotte SCORE February 2007 - December 2014
Morgan Stanley Smith Barney 1984 - 2006
Dun & Bradstreet 1962 - 1983
United States Army 1960 - 1970
Skills
Sales, Business, Strategic Planning, New Business Development, Business Strategy, Sales Management, Small Business, Estate Planning, Wealth Management, Strategic Financial..., Entrepreneurship, Fundraising, Business Networking, Program Management, Start-ups, Public Speaking, Management, Leadership Development, Marketing, Social Media, Coaching, Strategy, Training, Leadership, Business Development, Business Planning, Management Consulting, Nonprofits, Organizational..., Finance, Team Building, Analysis, Mergers & Acquisitions, Strategic Partnerships, Consulting, Budgets, Change Management, Project Planning, Public Relations, Team Leadership, Policy, Marketing Strategy, Government, CRM, Project Management, Risk Management, Negotiation, Cross-functional Team..., Executive Coaching, Networking
Education
Washington University in St. Louis 1961 — 1963
MBA, Marketing & Finance
Notre Dame 1956 — 1960
BA, Economics
University of Notre Dame 1956 — 1960
Bachelor's degree, Economics
Mariano Mateo.Jimenez's Morgan Stanley Smith Barney Experience January 2006 - July 2015
Job Global Fiduciary Platform Specialist at Legg Mason
Industry Financial Services
Experience
Legg Mason July 2015 - Present
Morgan Stanley Smith Barney January 2006 - July 2015
Morgan Stanley January 2011 - November 2012
Education
Old Dominion University 2001 — 2005
Legg Mason July 2015 - Present
Morgan Stanley Smith Barney January 2006 - July 2015
Morgan Stanley January 2011 - November 2012
Education
Old Dominion University 2001 — 2005
Ali Girardi's Morgan Stanley Smith Barney Experience December 1997 - Present
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 1997 - Present
Education
Pace University 1984 — 1988
Morgan Stanley Smith Barney December 1997 - Present
Education
Pace University 1984 — 1988
Jeffrey Colbert's Morgan Stanley Smith Barney Experience April 2011 - September 2012
Job Financial Advisor
Industry Investment Management
Experience
caba, inc. September 2012 - Present
Morgan Stanley Smith Barney April 2011 - September 2012
Edward Jones 2008 - 2011
Skills
Finance, Strategic Planning, Asset Allocation, Wealth Management, Mortgage Lending, Retirement, Investments, 401k Rollovers, Investment Advisory, Investment Strategies, Series 63, Business Development, Uniform Combined State..., Retirement Planning, IRAs, Financial Advisory, Series 7, Wealth Management...
Education
Oklahoma City University
caba, inc. September 2012 - Present
Morgan Stanley Smith Barney April 2011 - September 2012
Edward Jones 2008 - 2011
Skills
Finance, Strategic Planning, Asset Allocation, Wealth Management, Mortgage Lending, Retirement, Investments, 401k Rollovers, Investment Advisory, Investment Strategies, Series 63, Business Development, Uniform Combined State..., Retirement Planning, IRAs, Financial Advisory, Series 7, Wealth Management...
Education
Oklahoma City University
JOHN ZALESKI's Morgan Stanley Smith Barney Experience October 1982 - Present
Job VicePresident @ Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 1982 - Present
Education
Onondaga Community College
Morgan Stanley Smith Barney October 1982 - Present
Education
Onondaga Community College
Viswanath Rapelli's Morgan Stanley Smith Barney Experience September 2009 - Present
Job Senior Technical Consultant at Morgan Stanley Smith Barney
Industry Computer Software
Experience
Morgan Stanley Smith Barney September 2009 - Present
Citigroup March 2009 - September 2009
Citigroup February 2008 - March 2009
Citigroup August 2007 - February 2008
Citi group December 2006 - August 2007
Syntel Inc. 2003 - 2006
Education
Osmania University
Master of Computer Applcations
Morgan Stanley Smith Barney September 2009 - Present
Citigroup March 2009 - September 2009
Citigroup February 2008 - March 2009
Citigroup August 2007 - February 2008
Citi group December 2006 - August 2007
Syntel Inc. 2003 - 2006
Education
Osmania University
Master of Computer Applcations
Bill Funke's Morgan Stanley Smith Barney Experience October 2009 - September 2010
Job Vice President, U.S. Equity Research Product Management at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2010 - Present
Morgan Stanley Smith Barney October 2009 - September 2010
Banc of America Securities 2008 - 2009
Lehman Brothers 2003 - 2008
Offitbank 2000 - 2001
Brown Brothers Harriman 1997 - 2000
Skills
Series 24, Series 87, Series 7, Series 63
Education
Pace University - Lubin School of Business
MBA (Honors), Financial Management
Providence College
Bachelor of Science, Marketing major, Finance minor
JP Morgan June 2010 - Present
Morgan Stanley Smith Barney October 2009 - September 2010
Banc of America Securities 2008 - 2009
Lehman Brothers 2003 - 2008
Offitbank 2000 - 2001
Brown Brothers Harriman 1997 - 2000
Skills
Series 24, Series 87, Series 7, Series 63
Education
Pace University - Lubin School of Business
MBA (Honors), Financial Management
Providence College
Bachelor of Science, Marketing major, Finance minor
Bassem Abou-Zeid's Morgan Stanley Smith Barney Experience March 2004 - October 2008
Job Financial AdvisorMerrill Lynch
Industry Investment Management
Experience
Merrill Lynch October 2008 - Present
Morgan Stanley Smith Barney March 2004 - October 2008
Education
Oklahoma State University 1985 — 1990
Ph.D, economics
Merrill Lynch October 2008 - Present
Morgan Stanley Smith Barney March 2004 - October 2008
Education
Oklahoma State University 1985 — 1990
Ph.D, economics
Elizabeth Beanner's Morgan Stanley Smith Barney Experience November 2005 - Present
Job Regional Risk Officer, Executive Director
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 2005 - Present
PNC Investments February 2001 - November 2005
Skills
Series 7, Series 63, Risk Management, Series 65, Series 3, Series 9, Series 10, Series 31, Insurance, Wealth Management, FINRA
Education
Ohio University 1996 — 2000
Bachelor of Arts, Psychology
Morgan Stanley Smith Barney November 2005 - Present
PNC Investments February 2001 - November 2005
Skills
Series 7, Series 63, Risk Management, Series 65, Series 3, Series 9, Series 10, Series 31, Insurance, Wealth Management, FINRA
Education
Ohio University 1996 — 2000
Bachelor of Arts, Psychology
James Kern's Morgan Stanley Smith Barney Experience December 2009 - Present
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2009 - Present
Barclays Capital March 2009 - December 2009
Morgan Stanley September 2003 - March 2009
Lehman Brothers 1979 - 2003
Education
Pace University
MS, Information Systems
Morgan Stanley Smith Barney December 2009 - Present
Barclays Capital March 2009 - December 2009
Morgan Stanley September 2003 - March 2009
Lehman Brothers 1979 - 2003
Education
Pace University
MS, Information Systems
Prabath Puduru's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Application Development Manager/Tech Lead at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citi Group July 2000 - May 2009
Prutech Solutions March 2000 - July 2001
Odyssey Technologies August 1999 - March 2000
Skills
XML, SQL, Software Development, Oracle, Microsoft SQL Server, SDLC, JavaScript, Java, Java Enterprise Edition, Business Intelligence, Data Warehousing, Business Analysis, Requirements Analysis, Software Project...
Education
Pace University 2002 — 2006
Master, computer
Sri Venkateswara University 1993 — 1997
B. Tech, Computer Science and Engineering
Morgan Stanley Smith Barney June 2009 - Present
Citi Group July 2000 - May 2009
Prutech Solutions March 2000 - July 2001
Odyssey Technologies August 1999 - March 2000
Skills
XML, SQL, Software Development, Oracle, Microsoft SQL Server, SDLC, JavaScript, Java, Java Enterprise Edition, Business Intelligence, Data Warehousing, Business Analysis, Requirements Analysis, Software Project...
Education
Pace University 2002 — 2006
Master, computer
Sri Venkateswara University 1993 — 1997
B. Tech, Computer Science and Engineering
Valencia Haynes's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Morgan Stanley March 2001 - June 2009
Morgan Stanley Dean Witter May 1997 - March 2001
Dean Witter April 1996 - May 1997
Loews Corporation November 1993 - April 1996
Merrill Lynch July 1990 - November 1993
JP Morgan 1987 - 1989
Skills
Wealth Management, SDLC, Fixed Income, Program Management, PMO, Trading Systems, Financial Services, Securities, Capital Markets, Equities, Software Project..., Vendor Management, Portfolio Management, Business Analysis, Market Data, Risk Management, Requirements Gathering, Project Management
Education
Pace University 1985 — 1990
BBA, MIS
Morgan Stanley Smith Barney June 2009 - Present
Morgan Stanley March 2001 - June 2009
Morgan Stanley Dean Witter May 1997 - March 2001
Dean Witter April 1996 - May 1997
Loews Corporation November 1993 - April 1996
Merrill Lynch July 1990 - November 1993
JP Morgan 1987 - 1989
Skills
Wealth Management, SDLC, Fixed Income, Program Management, PMO, Trading Systems, Financial Services, Securities, Capital Markets, Equities, Software Project..., Vendor Management, Portfolio Management, Business Analysis, Market Data, Risk Management, Requirements Gathering, Project Management
Education
Pace University 1985 — 1990
BBA, MIS
Michael Beall's Morgan Stanley Smith Barney Experience November 2003 - September 2007
Job Analyst
Industry Public Policy
Experience
Federal Reserve Board March 2014 - Present
J.P. Morgan July 2010 - May 2013
Legg Mason June 2008 - August 2008
Morgan Stanley Smith Barney November 2003 - September 2007
Skills
Financial Modeling, Financial Analysis, Valuation
Education
Oregon State University 2005 — 2010
Bachelor of Science, Accountancy and Finance
Crater High School 2001 — 2005
Federal Reserve Board March 2014 - Present
J.P. Morgan July 2010 - May 2013
Legg Mason June 2008 - August 2008
Morgan Stanley Smith Barney November 2003 - September 2007
Skills
Financial Modeling, Financial Analysis, Valuation
Education
Oregon State University 2005 — 2010
Bachelor of Science, Accountancy and Finance
Crater High School 2001 — 2005
Maritza De Jesus's Morgan Stanley Smith Barney Experience July 2010 - May 2011
Job Sales Support Associate at Citi
Industry Human Resources
Experience
Citi May 2013 - Present
Citi May 2012 - May 2013
Morgan Stanley Smith Barney July 2010 - May 2011
Deutsche Bank May 2007 - November 2008
Pfizer Global Pharmaceuticals July 2006 - February 2007
Hospital for Special Surgery August 2005 - March 2006
Saint Vincent's Hospital December 2004 - September 2005
HighBridge Community Life Center February 2004 - January 2005
Leake & Watts Services, Inc November 2000 - September 2002
Skills
Onboarding, Employee Relations, Outlook, Word, Excel, Customer Service, Scheduling, Customer Relations, Documentation, PowerPoint, Microsoft Office, Microsoft Excel
Education
Pace University 1991 — 1996
Bachelors of Science, Criminal Justice
Citi May 2013 - Present
Citi May 2012 - May 2013
Morgan Stanley Smith Barney July 2010 - May 2011
Deutsche Bank May 2007 - November 2008
Pfizer Global Pharmaceuticals July 2006 - February 2007
Hospital for Special Surgery August 2005 - March 2006
Saint Vincent's Hospital December 2004 - September 2005
HighBridge Community Life Center February 2004 - January 2005
Leake & Watts Services, Inc November 2000 - September 2002
Skills
Onboarding, Employee Relations, Outlook, Word, Excel, Customer Service, Scheduling, Customer Relations, Documentation, PowerPoint, Microsoft Office, Microsoft Excel
Education
Pace University 1991 — 1996
Bachelors of Science, Criminal Justice
Rehana Sheikh's Morgan Stanley Smith Barney Experience December 2008 - December 2010
Job Vice President
Industry Financial Services
Experience
JPMorganChase December 2010 - Present
Morgan Stanley Smith Barney December 2008 - December 2010
JP Morgan Chase May 1998 - December 2008
Transaction Information Systems May 1998 - July 1999
Skills
User Acceptance Testing, Testing, Quality Center, SDLC, Quality Assurance, Business Analysis, Business Requirements, Derivatives, Risk Management, Enterprise Architecture, Requirements Analysis, Software Project..., Visio, Business Process, Requirements Gathering, Project Portfolio..., PMO, Vendor Management, Equities, Financial Services, Test Execution, Trading Systems, PMP, Integration, Agile Methodologies, IT Strategy, Project Delivery, Requirements Management, Analysis, Fixed Income, Test Management, Process Improvement, Process Engineering, Resource Management, Banking, Business Process..., Program Management, Waterfall, Offshoring, Agile Project Management, HP Quality Center, Portfolio Management, Investment Banking, Software Quality..., Outsourcing, Business Intelligence, Governance, ITIL
Education
Pace University
University of the Punjab, Lahore
JPMorganChase December 2010 - Present
Morgan Stanley Smith Barney December 2008 - December 2010
JP Morgan Chase May 1998 - December 2008
Transaction Information Systems May 1998 - July 1999
Skills
User Acceptance Testing, Testing, Quality Center, SDLC, Quality Assurance, Business Analysis, Business Requirements, Derivatives, Risk Management, Enterprise Architecture, Requirements Analysis, Software Project..., Visio, Business Process, Requirements Gathering, Project Portfolio..., PMO, Vendor Management, Equities, Financial Services, Test Execution, Trading Systems, PMP, Integration, Agile Methodologies, IT Strategy, Project Delivery, Requirements Management, Analysis, Fixed Income, Test Management, Process Improvement, Process Engineering, Resource Management, Banking, Business Process..., Program Management, Waterfall, Offshoring, Agile Project Management, HP Quality Center, Portfolio Management, Investment Banking, Software Quality..., Outsourcing, Business Intelligence, Governance, ITIL
Education
Pace University
University of the Punjab, Lahore
Jeff Millard's Morgan Stanley Smith Barney Experience June 2006 - December 2008
Job Evercore
Industry Investment Banking
Experience
AdSemble February 2015 - June 2015
Tesla Motors September 2014 - November 2014
UBS Wealth Management March 2012 - May 2013
Morgan Stanley December 2009 - January 2012
Morgan Stanley Smith Barney June 2006 - December 2008
Bank of America January 2005 - March 2006
Skills
Series 63, FINRA, Investments, Series 7, Wealth Management, Financial Services, Mutual Funds, Fixed Income, Portfolio Management, Management, Public Speaking, Team Building, Customer Service, Project Management, Social Networking
Education
St. John's College, Nottingham
Theology for Ministry, Theology
Cadiz High School
Nyack College
In Progress, Business/Psychology
AdSemble February 2015 - June 2015
Tesla Motors September 2014 - November 2014
UBS Wealth Management March 2012 - May 2013
Morgan Stanley December 2009 - January 2012
Morgan Stanley Smith Barney June 2006 - December 2008
Bank of America January 2005 - March 2006
Skills
Series 63, FINRA, Investments, Series 7, Wealth Management, Financial Services, Mutual Funds, Fixed Income, Portfolio Management, Management, Public Speaking, Team Building, Customer Service, Project Management, Social Networking
Education
St. John's College, Nottingham
Theology for Ministry, Theology
Cadiz High School
Nyack College
In Progress, Business/Psychology
Angel Fung's Morgan Stanley Smith Barney Experience 2010 - May 2012
Job Director, VOD Strategy & Marketing TWC
Industry Marketing and Advertising
Experience
Time Warner Cable May 2012 - Present
Morgan Stanley Smith Barney 2010 - May 2012
Morgan Stanley May 1998 - May 2010
Skills
Fixed Income, Equities, Series 7, Capital Markets, Wealth Management, Financial Services, Securities, Portfolio Management, Investments, Asset Management, Mutual Funds, Risk Management, Strategy
Education
Pace University
MIS, Master of Information Systems
Pace University - Lubin School of Business
BA, HR Management
Time Warner Cable May 2012 - Present
Morgan Stanley Smith Barney 2010 - May 2012
Morgan Stanley May 1998 - May 2010
Skills
Fixed Income, Equities, Series 7, Capital Markets, Wealth Management, Financial Services, Securities, Portfolio Management, Investments, Asset Management, Mutual Funds, Risk Management, Strategy
Education
Pace University
MIS, Master of Information Systems
Pace University - Lubin School of Business
BA, HR Management
Michael Wagner, CFP®'s Morgan Stanley Smith Barney Experience March 2012 - Present
Job First Vice President Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2012 - Present
Merrill Lynch August 2001 - March 2012
Franchise Management Group 1994 - 2001
McDonald's May 1995 - August 1995
Comdisco September 1993 - June 1994
Comdisco September 1992 - September 1993
Household Finance September 1990 - July 1992
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, International Business and Marketing
University of Southern California - Marshall School of Business 1986 — 1990
BS, Business Entrepreneurship
Morgan Stanley Smith Barney March 2012 - Present
Merrill Lynch August 2001 - March 2012
Franchise Management Group 1994 - 2001
McDonald's May 1995 - August 1995
Comdisco September 1993 - June 1994
Comdisco September 1992 - September 1993
Household Finance September 1990 - July 1992
Education
Northwestern University - Kellogg School of Management 1994 — 1996
MBA, International Business and Marketing
University of Southern California - Marshall School of Business 1986 — 1990
BS, Business Entrepreneurship
David Albano's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Vice President IT at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citigroup November 1993 - June 2009
Merrill Lynch April 1990 - November 1993
CIGNA Group Insurance 1985 - 1989
AIG 1984 - 1985
Skills
Project Management, Data Analysis, Financial Services, Process Improvement, SDLC, Software Project..., Integration, Vendor Management, Risk Management, Equities, PMP, Business Analysis, Leadership, IT Strategy, Fixed Income, Offshoring
Education
The Chubb Institute 1989 — 1989
applications programming
Pace University 1980 — 1984
BA, Mathematics/statistics
Morgan Stanley Smith Barney June 2009 - Present
Citigroup November 1993 - June 2009
Merrill Lynch April 1990 - November 1993
CIGNA Group Insurance 1985 - 1989
AIG 1984 - 1985
Skills
Project Management, Data Analysis, Financial Services, Process Improvement, SDLC, Software Project..., Integration, Vendor Management, Risk Management, Equities, PMP, Business Analysis, Leadership, IT Strategy, Fixed Income, Offshoring
Education
The Chubb Institute 1989 — 1989
applications programming
Pace University 1980 — 1984
BA, Mathematics/statistics
Adriana M. Lizarazo's Morgan Stanley Smith Barney Experience January 2010 - Present
Job Executive Director at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney January 2010 - Present
Bank of America December 1993 - January 2010
Merrill Lynch 1994 - 2009
Education
Pace University 1991 — 1994
BA, Management Information Systems
Morgan Stanley Smith Barney January 2010 - Present
Bank of America December 1993 - January 2010
Merrill Lynch 1994 - 2009
Education
Pace University 1991 — 1994
BA, Management Information Systems
Fred Amberg, AIF's Morgan Stanley Smith Barney Experience December 2007 - August 2011
Job Senior Vice President at Retirement Benefits Group
Industry Financial Services
Experience
Retirement Benefits Group August 2011 - Present
Morgan Stanley Smith Barney December 2007 - August 2011
Skills
Retirement Planning, Wealth Management, 401k, Mutual Funds, Series 7, Series 63, Investments, Retirement, Asset Allocation, Pensions
Education
Ohio University 2001 — 2002
MS, Sports Marketing
University of Arizona 1987 — 1991
BS, Business Administration
Retirement Benefits Group August 2011 - Present
Morgan Stanley Smith Barney December 2007 - August 2011
Skills
Retirement Planning, Wealth Management, 401k, Mutual Funds, Series 7, Series 63, Investments, Retirement, Asset Allocation, Pensions
Education
Ohio University 2001 — 2002
MS, Sports Marketing
University of Arizona 1987 — 1991
BS, Business Administration
Teresa Land's Morgan Stanley Smith Barney Experience February 2010 - May 2010
Job Technical Helpdesk at Ability Network
Industry Telecommunications
Experience
Ability Network August 2012 - Present
Frontier Communications - APR Consulting May 2010 - April 2012
Tampa Call Center June 1981 - January 2011
Morgan Stanley Smith Barney February 2010 - May 2010
All Tech Air Conditioning February 2009 - January 2010
Verizon June 1981 - March 2009
Verizon Communications September 2000 - February 2009
Verizon 2008 - 2009
Verizon 2008 - 2009
National Tables November 1996 - August 2000
Education
Nova Southeastern University 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Nova Southeastern University 1995 — 1997
Bachelor's degree, Business
Ability Network August 2012 - Present
Frontier Communications - APR Consulting May 2010 - April 2012
Tampa Call Center June 1981 - January 2011
Morgan Stanley Smith Barney February 2010 - May 2010
All Tech Air Conditioning February 2009 - January 2010
Verizon June 1981 - March 2009
Verizon Communications September 2000 - February 2009
Verizon 2008 - 2009
Verizon 2008 - 2009
National Tables November 1996 - August 2000
Education
Nova Southeastern University 2003 — 2005
Master of Business Administration (M.B.A.), Business Administration and Management, General
Nova Southeastern University 1995 — 1997
Bachelor's degree, Business
Matt Keves's Morgan Stanley Smith Barney Experience May 2005 - February 2010
Job Regional Internal Wholesaler at Nationwide Financial
Industry Financial Services
Experience
Nationwide Financial December 2013 - Present
Masters Insurance March 2012 - December 2013
Axiom Marketing April 2008 - March 2012
Morgan Stanley Smith Barney May 2005 - February 2010
Skills
Investments, Fixed Annuities, Series 7, Wealth, Insurance, Sales, Finance, Life Insurance, Retirement, Mutual Funds, Securities, series 66
Education
Ohio University-Lancaster 2008 — 2009
Master's, Financial Economics
The Ohio State University 1999 — 2004
B.A., Finance, Broadcast Journalism
The Peddie School 1995 — 1999
Nationwide Financial December 2013 - Present
Masters Insurance March 2012 - December 2013
Axiom Marketing April 2008 - March 2012
Morgan Stanley Smith Barney May 2005 - February 2010
Skills
Investments, Fixed Annuities, Series 7, Wealth, Insurance, Sales, Finance, Life Insurance, Retirement, Mutual Funds, Securities, series 66
Education
Ohio University-Lancaster 2008 — 2009
Master's, Financial Economics
The Ohio State University 1999 — 2004
B.A., Finance, Broadcast Journalism
The Peddie School 1995 — 1999
Maria Consuelo Tarazona's Morgan Stanley Smith Barney Experience July 2008 - Present
Job FA, CFP™ at Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2008 - Present
Bank Hapoalim August 2003 - March 2008
Credit Suisse December 2001 - May 2003
Education
Nova Southeastern University 1993 — 1995
MBA, Finance
Pontificia Universidad Javeriana
Economics, Business
Universidad del Rosario
Postgrade, Econometrics
Morgan Stanley Smith Barney July 2008 - Present
Bank Hapoalim August 2003 - March 2008
Credit Suisse December 2001 - May 2003
Education
Nova Southeastern University 1993 — 1995
MBA, Finance
Pontificia Universidad Javeriana
Economics, Business
Universidad del Rosario
Postgrade, Econometrics
Lindy Smiley's Morgan Stanley Smith Barney Experience May 1999 - May 2004
Job Senior Vice President, Global Head of Human Resources
Industry Real Estate
Experience
Starwood Property Trust May 2010 - Present
Home Service USA December 2008 - May 2010
Architectural Interiors of South Florida May 2004 - November 2008
Morgan Stanley Smith Barney May 1999 - May 2004
Moodys Investors Service May 1997 - May 1999
Progressive Insurance July 1996 - April 1997
Olsten Staffing Services September 1995 - March 1996
Skills
Human Resources, Management, Recruiting, Strategic Planning, Leadership, Employee Relations, Onboarding, Talent Management, Performance Management, Talent Acquisition
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (MBA)
Cornell University, School of Labor Relations
Human Resources Certificate Program
Syracuse University 1991 — 1995
BS, Business/Human Resources
Starwood Property Trust May 2010 - Present
Home Service USA December 2008 - May 2010
Architectural Interiors of South Florida May 2004 - November 2008
Morgan Stanley Smith Barney May 1999 - May 2004
Moodys Investors Service May 1997 - May 1999
Progressive Insurance July 1996 - April 1997
Olsten Staffing Services September 1995 - March 1996
Skills
Human Resources, Management, Recruiting, Strategic Planning, Leadership, Employee Relations, Onboarding, Talent Management, Performance Management, Talent Acquisition
Education
Northwestern University - Kellogg School of Management 2015 — 2016
Master of Business Administration (MBA)
Cornell University, School of Labor Relations
Human Resources Certificate Program
Syracuse University 1991 — 1995
BS, Business/Human Resources
Prashanth Chandanam's Morgan Stanley Smith Barney Experience August 2009 - February 2012
Job DB2 Systems Programmer & DBA
Industry Information Technology and Services
Experience
Limited Brands February 2012 - Present
Morgan Stanley Smith Barney August 2009 - February 2012
Limited Brands August 2007 - July 2009
Huntington National Bank March 2007 - July 2007
Freddie Mac August 2006 - February 2007
Metlife August 2005 - August 2006
Standard & Poor's January 2005 - August 2005
Norfolk Southern April 2004 - December 2004
AT&T April 2003 - March 2004
AT&T May 2001 - April 2003
Skills
Databases, DB2, DB2 z/OS, DB2 LUW, SMPE, Q-Replication, SQL Tuning, DB2 Applications..., DB2 Systems Peformance..., Encryption Technologies, z/OS, IMS DB/DC, RACF, REXX, Production Support, Replication Technologies, CICS, COBOL, Data Migration
Education
Osmania University
Bachelor's in Engineering, Mechanical Engineering
Limited Brands February 2012 - Present
Morgan Stanley Smith Barney August 2009 - February 2012
Limited Brands August 2007 - July 2009
Huntington National Bank March 2007 - July 2007
Freddie Mac August 2006 - February 2007
Metlife August 2005 - August 2006
Standard & Poor's January 2005 - August 2005
Norfolk Southern April 2004 - December 2004
AT&T April 2003 - March 2004
AT&T May 2001 - April 2003
Skills
Databases, DB2, DB2 z/OS, DB2 LUW, SMPE, Q-Replication, SQL Tuning, DB2 Applications..., DB2 Systems Peformance..., Encryption Technologies, z/OS, IMS DB/DC, RACF, REXX, Production Support, Replication Technologies, CICS, COBOL, Data Migration
Education
Osmania University
Bachelor's in Engineering, Mechanical Engineering
Nicole North's Morgan Stanley Smith Barney Experience September 2009 - September 2010
Job UX/IxD Manager
Industry Internet
Experience
Precision Dialogue April 2015 - Present
Phenomenon and Saatchi & Saatchi LA February 2014 - September 2014
LRN November 2012 - August 2013
Sudler Digital / WPP 2011 - 2011
Intel Corporation September 2010 - November 2010
Morgan Stanley Smith Barney September 2009 - September 2010
ISITE Design & Usability Counts July 2009 - November 2009
SAIC May 2008 - June 2009
Arc Worldwide October 2005 - May 2008
SF Interactive 1999 - 2000
Skills
Storyboarding, Basecamp, Design Thinking, Product Management, Branding & Identity, DHTML, Web 2.0, Service Design, InDesign, Copywriting, Interaction Design, User Interface Design, Information Architecture, Usability Testing, User Interface, Wireframes, Project Management, User Experience, Online Advertising, User-centered Design, Usability, Mobile Applications
Education
Northwestern University - The Feinberg School of Medicine 2003 — 2005
Life Sciences
University of California, Santa Cruz 1992 — 1996
Bachelor's degree, Biology, General
Pasadena High School
Precision Dialogue April 2015 - Present
Phenomenon and Saatchi & Saatchi LA February 2014 - September 2014
LRN November 2012 - August 2013
Sudler Digital / WPP 2011 - 2011
Intel Corporation September 2010 - November 2010
Morgan Stanley Smith Barney September 2009 - September 2010
ISITE Design & Usability Counts July 2009 - November 2009
SAIC May 2008 - June 2009
Arc Worldwide October 2005 - May 2008
SF Interactive 1999 - 2000
Skills
Storyboarding, Basecamp, Design Thinking, Product Management, Branding & Identity, DHTML, Web 2.0, Service Design, InDesign, Copywriting, Interaction Design, User Interface Design, Information Architecture, Usability Testing, User Interface, Wireframes, Project Management, User Experience, Online Advertising, User-centered Design, Usability, Mobile Applications
Education
Northwestern University - The Feinberg School of Medicine 2003 — 2005
Life Sciences
University of California, Santa Cruz 1992 — 1996
Bachelor's degree, Biology, General
Pasadena High School
Steven Rodas's Morgan Stanley Smith Barney Experience April 2009 - November 2011
Job Wealth Advisor / Board President West New York Board of Education
Industry Financial Services
Experience
United Wealth Advisors 2014 - Present
Dominion Capital LLC November 2011 - February 2013
Morgan Stanley Smith Barney April 2009 - November 2011
Cotto & Padovani Financial Strategies Group of Wachovia Securites May 2008 - April 2009
Meyers Associates, L.P. November 2007 - May 2008
Skills
Investments, Series 7, Alternative Investments, Finance, Equities, Fixed Income, ETFs, Wealth Management, Series 63, Investment Management, Portfolio Management, Retirement Planning, Bloomberg, Securities, Mutual Funds, Hedge Funds, Financial Markets, Options, Trading, Bonds, Investment Strategies, Asset Allocation, Derivatives, Investment Advisory, Equity Research, Series 3, Series 66, Insurance
Education
Pace University - Lubin School of Business 2002 — 2006
BBA, Finance
Bergen Catholic, High School 1998 — 2002
High School
United Wealth Advisors 2014 - Present
Dominion Capital LLC November 2011 - February 2013
Morgan Stanley Smith Barney April 2009 - November 2011
Cotto & Padovani Financial Strategies Group of Wachovia Securites May 2008 - April 2009
Meyers Associates, L.P. November 2007 - May 2008
Skills
Investments, Series 7, Alternative Investments, Finance, Equities, Fixed Income, ETFs, Wealth Management, Series 63, Investment Management, Portfolio Management, Retirement Planning, Bloomberg, Securities, Mutual Funds, Hedge Funds, Financial Markets, Options, Trading, Bonds, Investment Strategies, Asset Allocation, Derivatives, Investment Advisory, Equity Research, Series 3, Series 66, Insurance
Education
Pace University - Lubin School of Business 2002 — 2006
BBA, Finance
Bergen Catholic, High School 1998 — 2002
High School
William (Russ) Robinson's Morgan Stanley Smith Barney Experience October 2007 - May 2010
Job Business Initiatives Manager at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors January 2012 - January 2014
Solution Consultants July 2010 - January 2012
Morgan Stanley Smith Barney October 2007 - May 2010
Wells Fargo Advisors July 2005 - November 2007
Wells Fargo Advisors May 1998 - June 2005
Fidelity Investments June 1989 - October 1996
Skills
Business Analysis, Process Improvement, Risk Management, Financial Services, Mutual Funds, Portfolio Management, Leadership, Management, Change Management, Project Management
Education
Oklahoma State University 1982 — 1987
BS in Business Adminstration, Finance
Wells Fargo Advisors February 2014 - Present
Wells Fargo Advisors January 2012 - January 2014
Solution Consultants July 2010 - January 2012
Morgan Stanley Smith Barney October 2007 - May 2010
Wells Fargo Advisors July 2005 - November 2007
Wells Fargo Advisors May 1998 - June 2005
Fidelity Investments June 1989 - October 1996
Skills
Business Analysis, Process Improvement, Risk Management, Financial Services, Mutual Funds, Portfolio Management, Leadership, Management, Change Management, Project Management
Education
Oklahoma State University 1982 — 1987
BS in Business Adminstration, Finance
Lisa Margolis, CIMA's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Consulting Group Regional Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Smith Barney February 2001 - June 2009
Smith Barney June 1996 - February 2001
Salomon Smith Barney April 1994 - June 1996
Skills
Series 7, Asset Allocation, Series 63, Investment Advisory, Mutual Funds, Asset Managment, Series 65, Separately Managed..., ETFs, Investment Management, Alternative Investments, Investments, Asset Management, Fixed Annuities, Investment Strategies, Securities, Uniform Combined State..., Wealth Management
Education
Walsh College 1989 — 1991
Master of Science, Finance & Investment Management
Oakland University 1984 — 1987
BS, Finance & Economics
Morgan Stanley Smith Barney June 2009 - Present
Smith Barney February 2001 - June 2009
Smith Barney June 1996 - February 2001
Salomon Smith Barney April 1994 - June 1996
Skills
Series 7, Asset Allocation, Series 63, Investment Advisory, Mutual Funds, Asset Managment, Series 65, Separately Managed..., ETFs, Investment Management, Alternative Investments, Investments, Asset Management, Fixed Annuities, Investment Strategies, Securities, Uniform Combined State..., Wealth Management
Education
Walsh College 1989 — 1991
Master of Science, Finance & Investment Management
Oakland University 1984 — 1987
BS, Finance & Economics
Herrera Yessica's Morgan Stanley Smith Barney Experience November 2000 - Present
Job Senior Compliance Officer at JPMorgan Chase
Industry Investment Banking
Experience
Morgan Stanley Smith Barney November 2000 - Present
Morgan Stanley November 2000 - Present
AIG Royal Alliance June 1998 - November 2000
Skills
FINRA, Securities, Series 7, Series 24, AML, Series 63, Mutual Funds, Equities, Capital Markets, Investment Advisory, Investments, Uniform Combined State..., Financial Services, Fixed Income, Hedge Funds, KYC, Due Diligence, Alternative Investments, Wealth Management, OFAC
Education
Pace University 1997 — 1999
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Morgan Stanley Smith Barney November 2000 - Present
Morgan Stanley November 2000 - Present
AIG Royal Alliance June 1998 - November 2000
Skills
FINRA, Securities, Series 7, Series 24, AML, Series 63, Mutual Funds, Equities, Capital Markets, Investment Advisory, Investments, Uniform Combined State..., Financial Services, Fixed Income, Hedge Funds, KYC, Due Diligence, Alternative Investments, Wealth Management, OFAC
Education
Pace University 1997 — 1999
Bachelor of Business Administration (B.B.A.), Marketing/Marketing Management, General
Brent B. Powers's Morgan Stanley Smith Barney Experience June 1998 - April 2001
Job Retired
Industry Information Technology and Services
Experience
Columbia University June 2002 - May 2013
Morgan Stanley Smith Barney June 1998 - April 2001
Merrill Lynch December 1994 - March 1998
Thomson Reuters August 1993 - December 1994
Novell Inc April 1992 - August 1993
Telerate Systems, Inc December 1990 - March 1992
Poqet Computer Corporation August 1986 - November 1990
Self Employed January 1980 - January 1990
Knowledge Access International April 1985 - July 1986
Skills
Perl, Unix, Databases, Shell Scripting, Linux, Solaris, SQL, Java, MySQL, Architecture, BSD, Sybase, C++, Glue Code, Data Conversion
Education
Oregon State University
B.S., Engineering/Physics
Columbia University June 2002 - May 2013
Morgan Stanley Smith Barney June 1998 - April 2001
Merrill Lynch December 1994 - March 1998
Thomson Reuters August 1993 - December 1994
Novell Inc April 1992 - August 1993
Telerate Systems, Inc December 1990 - March 1992
Poqet Computer Corporation August 1986 - November 1990
Self Employed January 1980 - January 1990
Knowledge Access International April 1985 - July 1986
Skills
Perl, Unix, Databases, Shell Scripting, Linux, Solaris, SQL, Java, MySQL, Architecture, BSD, Sybase, C++, Glue Code, Data Conversion
Education
Oregon State University
B.S., Engineering/Physics
Jon Lafever's Morgan Stanley Smith Barney Experience August 2009 - September 2010
Job Financial Professional, Massmutual Michigan Metro
Industry Financial Services
Experience
AXA Equitable September 2011 - February 2014
Morgan Stanley Smith Barney August 2009 - September 2010
Courseco Inc April 2005 - August 2009
Skills
Estate Planning, Former Member PGA of..., Insurance, Securities, Series 66, Series 7, Retirement Planning, Retirement Income..., Wealth Accumulation, Wealth Management, 401k, Long Term Care, Investment Strategies, Asset Management, Defined Benefit, Fixed Income, Annuity, Annuities
Education
Athens HS
Oakland University
AXA Equitable September 2011 - February 2014
Morgan Stanley Smith Barney August 2009 - September 2010
Courseco Inc April 2005 - August 2009
Skills
Estate Planning, Former Member PGA of..., Insurance, Securities, Series 66, Series 7, Retirement Planning, Retirement Income..., Wealth Accumulation, Wealth Management, 401k, Long Term Care, Investment Strategies, Asset Management, Defined Benefit, Fixed Income, Annuity, Annuities
Education
Athens HS
Oakland University
Douglas Parkey's Morgan Stanley Smith Barney Experience November 2007 - April 2010
Job Executive Director/Sr. Private Banker at JP Morgan
Industry Financial Services
Experience
JP Morgan April 2010 - Present
Morgan Stanley Smith Barney November 2007 - April 2010
UBS Financial Services 2003 - 2007
Merrill Lynch BFS 1999 - 2002
Skills
Series 7, Wealth Management, Series 63, Credit, Private Banking, Banking, Asset Allocation, Mortgage Lending, Asset Managment, Commercial Lending, Capital Markets, Wealth Management..., Finance, Securities, Asset Management
Education
Nova Southeastern University 1987 — 1998
MBA, General
University of Iowa - Henry B. Tippie College of Business 1981 — 1985
BBA, Finance
JP Morgan April 2010 - Present
Morgan Stanley Smith Barney November 2007 - April 2010
UBS Financial Services 2003 - 2007
Merrill Lynch BFS 1999 - 2002
Skills
Series 7, Wealth Management, Series 63, Credit, Private Banking, Banking, Asset Allocation, Mortgage Lending, Asset Managment, Commercial Lending, Capital Markets, Wealth Management..., Finance, Securities, Asset Management
Education
Nova Southeastern University 1987 — 1998
MBA, General
University of Iowa - Henry B. Tippie College of Business 1981 — 1985
BBA, Finance
Marcie Garren's Morgan Stanley Smith Barney Experience Financial AdvisorMorgan Stanley Smith Barney2009 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney Financial AdvisorMorgan Stanley Smith Barney2009 - Present
Education
Ohio University 1992 — 1996
Morgan Stanley Smith Barney Financial AdvisorMorgan Stanley Smith Barney2009 - Present
Education
Ohio University 1992 — 1996
SHARON ZUMDIECK's Morgan Stanley Smith Barney Experience August 1981 - February 2006
Job
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 1981 - February 2006
Shurgard Self Storage 1978 - 1981
Skills
Retirement Planning, Wealth Management, Series 7, Strategic Planning, Strategic Financial..., Retirement, Insurance, Portfolio Management, Microsoft Excel, Financial Analysis, Research, Customer Service, Investments, Asset Management, Nonprofits, Mutual Funds
Education
The Evergreen State College 1976 — 1979
Bachelor of Arts (B.A.), Business Administration and Management, General
Oregon State University 1963 — 1964
Bachelor of Applied Science (B.A.Sc.), Elementary Education and Teaching
Portland State University 1960 — 1963
Elementary Education and Teaching
Morgan Stanley Smith Barney August 1981 - February 2006
Shurgard Self Storage 1978 - 1981
Skills
Retirement Planning, Wealth Management, Series 7, Strategic Planning, Strategic Financial..., Retirement, Insurance, Portfolio Management, Microsoft Excel, Financial Analysis, Research, Customer Service, Investments, Asset Management, Nonprofits, Mutual Funds
Education
The Evergreen State College 1976 — 1979
Bachelor of Arts (B.A.), Business Administration and Management, General
Oregon State University 1963 — 1964
Bachelor of Applied Science (B.A.Sc.), Elementary Education and Teaching
Portland State University 1960 — 1963
Elementary Education and Teaching
Maureen O'Toole's Morgan Stanley Smith Barney Experience 1994 - 2002
Job Managing Director, Alternative Investments Private Client Sales Head at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management June 2012 - Present
K2 Advisors 2010 - October 2012
Citigroup March 1993 - March 2010
Morgan Stanley Smith Barney 1994 - 2002
Education
Northwestern University - Kellogg School of Management
MBA, Finance
Morgan Stanley Investment Management June 2012 - Present
K2 Advisors 2010 - October 2012
Citigroup March 1993 - March 2010
Morgan Stanley Smith Barney 1994 - 2002
Education
Northwestern University - Kellogg School of Management
MBA, Finance
Andrew Tassani's Morgan Stanley Smith Barney Experience April 2008 - May 2012
Job Program Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF May 2012 - Present
Morgan Stanley Smith Barney April 2008 - May 2012
Morgan Stanley Investment Management April 2000 - April 2008
Salomon Smith Barney 1994 - 2000
United States Navy 1985 - 1990
Skills
Mutual Funds, Asset Managment, SDLC, Fixed Income, Equities, Business Analysis, Risk Management, Portfolio Management, Vendor Management, Financial Services, Securities, Software Project...
Education
Pace University 2006 — 2008
Master of Science, Information Systems
Pace University
Bachelor of Science, Computer Science
TIAA-CREF May 2012 - Present
Morgan Stanley Smith Barney April 2008 - May 2012
Morgan Stanley Investment Management April 2000 - April 2008
Salomon Smith Barney 1994 - 2000
United States Navy 1985 - 1990
Skills
Mutual Funds, Asset Managment, SDLC, Fixed Income, Equities, Business Analysis, Risk Management, Portfolio Management, Vendor Management, Financial Services, Securities, Software Project...
Education
Pace University 2006 — 2008
Master of Science, Information Systems
Pace University
Bachelor of Science, Computer Science
Carola Gonzalez's Morgan Stanley Smith Barney Experience August 2011 - December 2011
Job Analyst
Industry Financial Services
Experience
Morgan Stanley Smith Barney August 2011 - December 2011
Premier Financial Advisors June 2010 - August 2011
Merrill Lynch September 2010 - December 2010
Education
Pace University - Lubin School of Business
Bachelor of Business Administration, Finance
Universidad Metropolitana
Morgan Stanley Smith Barney August 2011 - December 2011
Premier Financial Advisors June 2010 - August 2011
Merrill Lynch September 2010 - December 2010
Education
Pace University - Lubin School of Business
Bachelor of Business Administration, Finance
Universidad Metropolitana
Deirdre Holland's Morgan Stanley Smith Barney Experience 2000 - 2012
Job Vice President at JP Morgan Chase Bank, N.A.
Industry Financial Services
Experience
JP Morgan Chase Bank, N.A. September 2013 - Present
Merrill Lynch August 2012 - September 2013
Morgan Stanley Smith Barney 2000 - 2012
Morgan Stanley Dean Witter 1983 - 2000
Education
Pace University - Lubin School of Business
Bachelor of Arts (B.A.), Economics
JP Morgan Chase Bank, N.A. September 2013 - Present
Merrill Lynch August 2012 - September 2013
Morgan Stanley Smith Barney 2000 - 2012
Morgan Stanley Dean Witter 1983 - 2000
Education
Pace University - Lubin School of Business
Bachelor of Arts (B.A.), Economics
Shilpa Thandra, CAPM's Morgan Stanley Smith Barney Experience March 2010 - Present
Job Sr QA Lead at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney March 2010 - Present
Citi 2005 - 2009
Ziff Brothers Investments 2005 - 2005
Merrill Lynch 2003 - 2005
Skills
SDLC, User Acceptance Testing, QTP, Requirements Analysis, Team Leadership, Testing, PMO, Test Planning, Test Management, Quality Center
Education
Project Management Institute 2008 — 2008
Certified Associate
Osmania University 2001 — 2003
Masters in Computer Applications
Osmania University 1998 — 2001
B.Com (Computers)
Morgan Stanley Smith Barney March 2010 - Present
Citi 2005 - 2009
Ziff Brothers Investments 2005 - 2005
Merrill Lynch 2003 - 2005
Skills
SDLC, User Acceptance Testing, QTP, Requirements Analysis, Team Leadership, Testing, PMO, Test Planning, Test Management, Quality Center
Education
Project Management Institute 2008 — 2008
Certified Associate
Osmania University 2001 — 2003
Masters in Computer Applications
Osmania University 1998 — 2001
B.Com (Computers)
James Moriyasu's Morgan Stanley Smith Barney Experience May 1982 - Present
Job First V.P. CERTIFIED FINANCIAL PLANNER ™
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 1982 - Present
Paine Webber June 1978 - May 1982
Skills
Investment Advisory, Asset Allocation, Investment Strategies, Mutual Funds, Strategic Financial..., IRAs, Financial Advisory, Investments, Retirement, Series 63, Wealth Accumulation, Portfolio Management, Estate Planning, Alternative Investments, Wealth, Wealth Management..., Fixed Annuities, Equities, Securities, Bonds
Education
Oregon State University 1976 — 1978
Master of Business Administration (MBA)
Oregon State University 1974 — 1976
Bachelor of Science (B.S.), Biochemistry
Morgan Stanley Smith Barney May 1982 - Present
Paine Webber June 1978 - May 1982
Skills
Investment Advisory, Asset Allocation, Investment Strategies, Mutual Funds, Strategic Financial..., IRAs, Financial Advisory, Investments, Retirement, Series 63, Wealth Accumulation, Portfolio Management, Estate Planning, Alternative Investments, Wealth, Wealth Management..., Fixed Annuities, Equities, Securities, Bonds
Education
Oregon State University 1976 — 1978
Master of Business Administration (MBA)
Oregon State University 1974 — 1976
Bachelor of Science (B.S.), Biochemistry
Arlet Castillo's Morgan Stanley Smith Barney Experience January 2011 - December 2011
Job Commercial Planning & Activation Executive at Diageo
Industry Wine and Spirits
Experience
Diageo January 2015 - Present
Philippe Gerard Enterprises, Inc. February 2012 - December 2014
Massage Envy 2007 - May 2012
Morgan Stanley Smith Barney January 2011 - December 2011
Scottrade November 2009 - January 2011
Education
Nova Southeastern University 2007 — 2011
Bachelor of Science, Finance/ Business Administration
Diageo January 2015 - Present
Philippe Gerard Enterprises, Inc. February 2012 - December 2014
Massage Envy 2007 - May 2012
Morgan Stanley Smith Barney January 2011 - December 2011
Scottrade November 2009 - January 2011
Education
Nova Southeastern University 2007 — 2011
Bachelor of Science, Finance/ Business Administration
Frank Hammad's Morgan Stanley Smith Barney Experience 2010 - Present
Job Commercial Real Estate Banker at Morgan Stanley Private Bank N.A.
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley Private Bank N.A. April 2010 - Present
Morgan Stanley Smith Barney 2010 - Present
Skills
Series 7, Private Banking, Commercial Lending, Small Business Lending, Series 63, Real Estate License, Life Insurance, Property & Casualty..., Commercial Real Estate, Credit, Investments, Portfolio Management, Loans, Mortgage Lending, Relationship Management, Banking, Commercial Banking, Consumer Lending, Credit Analysis, Finance, Asset Management, Equities, Financial Services, Series 65, Asset Allocation, Financial Risk, Fixed Income, Commercial Mortgages
Education
Nova Southeastern University 1995 — 1997
Master's degree, International Business
University of Miami - School of Business 1989 — 1993
Bachelor of Business Administration (B.B.A.)
Morgan Stanley August 2014 - Present
Morgan Stanley Private Bank N.A. April 2010 - Present
Morgan Stanley Smith Barney 2010 - Present
Skills
Series 7, Private Banking, Commercial Lending, Small Business Lending, Series 63, Real Estate License, Life Insurance, Property & Casualty..., Commercial Real Estate, Credit, Investments, Portfolio Management, Loans, Mortgage Lending, Relationship Management, Banking, Commercial Banking, Consumer Lending, Credit Analysis, Finance, Asset Management, Equities, Financial Services, Series 65, Asset Allocation, Financial Risk, Fixed Income, Commercial Mortgages
Education
Nova Southeastern University 1995 — 1997
Master's degree, International Business
University of Miami - School of Business 1989 — 1993
Bachelor of Business Administration (B.B.A.)
Viera Jamborova's Morgan Stanley Smith Barney Experience January 2007 - December 2009
Job Commodities Valuation Manager at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
UBS Investment Bank May 2011 - December 2013
Morgan Stanley January 2010 - April 2011
Morgan Stanley Smith Barney January 2007 - December 2009
Skills
Finance, Commodity, Derivatives, Equities, Financial Analysis, Fixed Income, Trading, Valuation
Education
Pace University 2005 — 2008
MBA, Finance
Morgan Stanley January 2014 - Present
UBS Investment Bank May 2011 - December 2013
Morgan Stanley January 2010 - April 2011
Morgan Stanley Smith Barney January 2007 - December 2009
Skills
Finance, Commodity, Derivatives, Equities, Financial Analysis, Fixed Income, Trading, Valuation
Education
Pace University 2005 — 2008
MBA, Finance
Steve Renie's Morgan Stanley Smith Barney Experience April 2004 - July 2015
Job Senior Vice President Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Morgan Stanley Smith Barney April 2004 - July 2015
UBS Financial Services October 1995 - April 2004
Merrill Lynch January 1991 - October 1995
Skills
Fixed Annuities, Investments, Retirement, Wealth Management, Strategic Financial..., 401k, Financial Advisory, Finance, Financial Planning, Portfolio Management, Retirement Planning, Mutual Funds, Asset Allocation
Education
Ohio University 1986 — 1990
BBA, Finance and Economics
College of Financial Planning
Chartered Retirement Plan Counselor CRPC
Merrill Lynch July 2015 - Present
Morgan Stanley Smith Barney April 2004 - July 2015
UBS Financial Services October 1995 - April 2004
Merrill Lynch January 1991 - October 1995
Skills
Fixed Annuities, Investments, Retirement, Wealth Management, Strategic Financial..., 401k, Financial Advisory, Finance, Financial Planning, Portfolio Management, Retirement Planning, Mutual Funds, Asset Allocation
Education
Ohio University 1986 — 1990
BBA, Finance and Economics
College of Financial Planning
Chartered Retirement Plan Counselor CRPC
Bruce Naman's Morgan Stanley Smith Barney Experience 1983 - 1991
Job Mortgage Finance Executive
Industry Financial Services
Experience
B Naman Consulting Inc January 1999 - Present
First Preferred Mortgage Bankers 1991 - 1999
Morgan Stanley Smith Barney 1983 - 1991
Skills
Mortgage Lending, Strategic Planning, Business Strategy, New Business Development
Education
Pace University - Lubin School of Business 1981 — 1983
MBA, Finance
Univ of Massachusetts Amherst 1977 — 1981
BBA, Management
B Naman Consulting Inc January 1999 - Present
First Preferred Mortgage Bankers 1991 - 1999
Morgan Stanley Smith Barney 1983 - 1991
Skills
Mortgage Lending, Strategic Planning, Business Strategy, New Business Development
Education
Pace University - Lubin School of Business 1981 — 1983
MBA, Finance
Univ of Massachusetts Amherst 1977 — 1981
BBA, Management
Cheryl A. Ivers's Morgan Stanley Smith Barney Experience June 2007 - October 2010
Job Nursery Business Specialist at ArborGen
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2007 - October 2010
Morgan Stanley Smith Barney February 2004 - May 2007
RD Enterprises, LLP January 2002 - October 2003
Everen/ First Union/ Wachovia September 1999 - December 2001
Education
Our Lady of the Lake University 2003 — 2003
none
Morgan Stanley Smith Barney June 2007 - October 2010
Morgan Stanley Smith Barney February 2004 - May 2007
RD Enterprises, LLP January 2002 - October 2003
Everen/ First Union/ Wachovia September 1999 - December 2001
Education
Our Lady of the Lake University 2003 — 2003
none
David Schoen MBA's Morgan Stanley Smith Barney Experience 1996 - 1998
Job Information Security Analyst at Citi
Industry Information Technology and Services
Experience
Citi February 2011 - Present
Citi July 2005 - February 2011
USAA 1998 - 2005
Morgan Stanley Smith Barney 1996 - 1998
Limping Bull Ranch 1989 - 1997
US Small Business Institute 1994 - 1994
DL Schoen Roofing 1993 - 1994
Skills
SharePoint, Strategy, Leadership, Management, Project Management, Training, Start-ups, Security, Access, Competitive Analysis, Analysis, Strategic Planning, Project Planning, Business Planning, Networking, Process Improvement, Series 7, Business Analysis
Education
Our Lady of the Lake University 2000 — 2003
MBA, Electronic Commerce Management
St Mary's University 1992 — 1994
BBA cum laude, Entrepreneurial Studies
San Antonio College
Multiple Degrees -- AA & AAS, in Architecture, Real Estate Management, Computer Information Systems.
Citi February 2011 - Present
Citi July 2005 - February 2011
USAA 1998 - 2005
Morgan Stanley Smith Barney 1996 - 1998
Limping Bull Ranch 1989 - 1997
US Small Business Institute 1994 - 1994
DL Schoen Roofing 1993 - 1994
Skills
SharePoint, Strategy, Leadership, Management, Project Management, Training, Start-ups, Security, Access, Competitive Analysis, Analysis, Strategic Planning, Project Planning, Business Planning, Networking, Process Improvement, Series 7, Business Analysis
Education
Our Lady of the Lake University 2000 — 2003
MBA, Electronic Commerce Management
St Mary's University 1992 — 1994
BBA cum laude, Entrepreneurial Studies
San Antonio College
Multiple Degrees -- AA & AAS, in Architecture, Real Estate Management, Computer Information Systems.
Sudha Kannan's Morgan Stanley Smith Barney Experience October 2010 - Present
Job IT Project Lead at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2010 - Present
MetLife August 2006 - October 2010
Pitney Bowes May 2005 - July 2006
Skills
J2EE Application..., Tomcat and Apache..., Struts framework and..., BuildForge, Autonomy IDOL 7.0 ACI..., .NET, Broadvision, Web Services, Handheld Devices, JavaScript, Struts, Series 7
Education
Pace University 2004 — 2005
Master of Science (M.S.), Computer Science
Pondicherry Engineering College, India 1991 — 1994
Master of Computer Applications (M.C.A.), Computer Science
Morgan Stanley Smith Barney October 2010 - Present
MetLife August 2006 - October 2010
Pitney Bowes May 2005 - July 2006
Skills
J2EE Application..., Tomcat and Apache..., Struts framework and..., BuildForge, Autonomy IDOL 7.0 ACI..., .NET, Broadvision, Web Services, Handheld Devices, JavaScript, Struts, Series 7
Education
Pace University 2004 — 2005
Master of Science (M.S.), Computer Science
Pondicherry Engineering College, India 1991 — 1994
Master of Computer Applications (M.C.A.), Computer Science
Judson Booth's Morgan Stanley Smith Barney Experience September 1985 - Present
Job Sr VP RETIRED at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 1985 - Present
WCAX-TV June 1967 - April 1969
Education
University of Pennsylvania 1986 — 1988
American Graduate School of International Business
Pace University 1963 — 1967
Bachelor of Business Administration (B.B.A.)
University of Pennsylvania
Morgan Stanley Smith Barney September 1985 - Present
WCAX-TV June 1967 - April 1969
Education
University of Pennsylvania 1986 — 1988
American Graduate School of International Business
Pace University 1963 — 1967
Bachelor of Business Administration (B.B.A.)
University of Pennsylvania
Rommel Pineda's Morgan Stanley Smith Barney Experience April 2004 - Present
Job Senior Tech Analyst at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2004 - Present
Lehman Brothers May 2001 - November 2003
Bear Stearns March 1995 - May 2001
Education
Pace University
M.S., Information Systems
Morgan Stanley Smith Barney April 2004 - Present
Lehman Brothers May 2001 - November 2003
Bear Stearns March 1995 - May 2001
Education
Pace University
M.S., Information Systems
Fl Kirby's Morgan Stanley Smith Barney Experience April 2000 - Present
Job sr. vp at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2000 - Present
Exmoor Country Club 1980 - 2012
Education
Norwich University 1962 — 1966
B A Economics
Morgan Stanley Smith Barney April 2000 - Present
Exmoor Country Club 1980 - 2012
Education
Norwich University 1962 — 1966
B A Economics
Irina Tseyref's Morgan Stanley Smith Barney Experience July 2009 - Present
Job Sr. Technical Specialist at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2009 - Present
Citi 2000 - July 2009
Education
Odessa National 'I.I. Mecnikov' University
Master's Degree, Mathematics and Computer Science
Morgan Stanley Smith Barney July 2009 - Present
Citi 2000 - July 2009
Education
Odessa National 'I.I. Mecnikov' University
Master's Degree, Mathematics and Computer Science
Kwame Asare-Boateng's Morgan Stanley Smith Barney Experience 2008 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2008 - 2012
Morgan Stanley February 2010 - March 2011
Morgan February 2008 - February 2010
GOLDMAN SACHS GROUP, INC February 2007 - November 2007
MACKENZIE PARTNERS, INC November 2005 - February 2007
Skills
Microsoft Office, Mergers & Acquisitions, Financial Analysis, Microsoft Excel
Education
Ohio University 2000 — 2005
Bachelor of Arts (B.A.), Economics
Morgan Stanley Smith Barney 2008 - 2012
Morgan Stanley February 2010 - March 2011
Morgan February 2008 - February 2010
GOLDMAN SACHS GROUP, INC February 2007 - November 2007
MACKENZIE PARTNERS, INC November 2005 - February 2007
Skills
Microsoft Office, Mergers & Acquisitions, Financial Analysis, Microsoft Excel
Education
Ohio University 2000 — 2005
Bachelor of Arts (B.A.), Economics
Bin Yuan's Morgan Stanley Smith Barney Experience May 2007 - August 2008
Job president
Industry Information Services
Experience
Yuan Business Consulting, Inc. November 2008 - Present
Morgan Stanley Smith Barney May 2007 - August 2008
The Port Authority of NY&NJ January 2001 - May 2007
Education
Pace University - Lubin School of Business 1999 — 2002
Master of Business Administration (MBA), Finance and Financial Management Services
Yuan Business Consulting, Inc. November 2008 - Present
Morgan Stanley Smith Barney May 2007 - August 2008
The Port Authority of NY&NJ January 2001 - May 2007
Education
Pace University - Lubin School of Business 1999 — 2002
Master of Business Administration (MBA), Finance and Financial Management Services
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.