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
Patricia Leach Patricia Leach's Morgan Stanley Smith Barney Experience August 2010 - October 2010
Job Writer For Hire
Industry Writing and Editing
Experience
Community College of Philadelphia April 2011 - Present
Morgan Stanley Smith Barney August 2010 - October 2010
Citizens Financial Group April 2002 - June 2009
Skills
Journalism, Creative Writing, Blogging, Editing, Social Networking, Copywriting, Event Planning, Social Media, Copy Editing, Nonprofits, Press Releases, Facebook, Newsletters, Grant Writing, Proofreading, Public Speaking
Education
Penn State University 2015 — 2016
Bachelors Degree, Psychology
Penn State University 2007 — 2013
Bachelors Degree, Administration Of Justice
Community College of Philadelphia April 2011 - Present
Morgan Stanley Smith Barney August 2010 - October 2010
Citizens Financial Group April 2002 - June 2009
Skills
Journalism, Creative Writing, Blogging, Editing, Social Networking, Copywriting, Event Planning, Social Media, Copy Editing, Nonprofits, Press Releases, Facebook, Newsletters, Grant Writing, Proofreading, Public Speaking
Education
Penn State University 2015 — 2016
Bachelors Degree, Psychology
Penn State University 2007 — 2013
Bachelors Degree, Administration Of Justice
Douglas S Garban Douglas S Garban's Morgan Stanley Smith Barney Experience May 1993 - December 2001
Job Partner
Industry Investment Management
Experience
TRIPLE AC LORAIN LLC April 2010 - Present
Morgan Stanley Smith Barney May 1993 - December 2001
ALEX BROWN AND SON'S May 1990 - May 1993
Merrill Lynch February 1987 - May 1990
Education
Penn State University 1982 — 1986
BA, Business
TRIPLE AC LORAIN LLC April 2010 - Present
Morgan Stanley Smith Barney May 1993 - December 2001
ALEX BROWN AND SON'S May 1990 - May 1993
Merrill Lynch February 1987 - May 1990
Education
Penn State University 1982 — 1986
BA, Business
Carlene Murdy Carlene Murdy's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Tax Associate at PwC
Industry Financial Services
Experience
PwC October 2013 - Present
The Pennsylvania State University August 2008 - 2013
Penn State Dance Marathon October 2009 - October 2011
Boston Partners Financial, LLC May 2011 - August 2011
Penn State Investment Association (PSIA) August 2008 - January 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Financial Services, French
Education
Penn State University 2012 — 2013
Masters, Accounting
Penn State University 2008 — 2012
BS, Finance, International Studies
L’Université de Paris-Sarbonne 2011 — 2011
French Studies
PwC October 2013 - Present
The Pennsylvania State University August 2008 - 2013
Penn State Dance Marathon October 2009 - October 2011
Boston Partners Financial, LLC May 2011 - August 2011
Penn State Investment Association (PSIA) August 2008 - January 2011
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Financial Services, French
Education
Penn State University 2012 — 2013
Masters, Accounting
Penn State University 2008 — 2012
BS, Finance, International Studies
L’Université de Paris-Sarbonne 2011 — 2011
French Studies
Amy Haverty (Scharadin) Amy Haverty (Scharadin)'s Morgan Stanley Smith Barney Experience May 2009 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Morgan Stanley Smith Barney May 2009 - Present
Morgan Stanley September 2005 - Present
Morgan Stanley October 2005 - December 2006
Merrill Lynch 2005 - 2005
Merrill Lynch 2001 - 2005
Merrill Lynch 2001 - 2005
Morgan Stanley 2001 - 2002
Merrill Lynch June 1999 - July 2001
Skills
Change Management, Training, SDLC, Business Analysis, Management, Talent Management, Quality Assurance, Portfolio Management, Risk Management, Project Portfolio..., Financial Services, Vendor Management, PMO, Program Management, IT Strategy, Equities, Project Management
Education
Emmaus
Penn State University
Morgan Stanley January 2015 - Present
Morgan Stanley Smith Barney May 2009 - Present
Morgan Stanley September 2005 - Present
Morgan Stanley October 2005 - December 2006
Merrill Lynch 2005 - 2005
Merrill Lynch 2001 - 2005
Merrill Lynch 2001 - 2005
Morgan Stanley 2001 - 2002
Merrill Lynch June 1999 - July 2001
Skills
Change Management, Training, SDLC, Business Analysis, Management, Talent Management, Quality Assurance, Portfolio Management, Risk Management, Project Portfolio..., Financial Services, Vendor Management, PMO, Program Management, IT Strategy, Equities, Project Management
Education
Emmaus
Penn State University
R. Colin Santoro's Morgan Stanley Smith Barney Experience 2011 - 2011
Job J.P. Morgan Clearing Corp.
Industry Investment Banking
Experience
J.P. Morgan July 2012 - Present
Lehigh University June 2006 - July 2012
Morgan Stanley Smith Barney 2011 - 2011
Skills
Microsoft Excel, Microsoft Word, Conditional Formatting, High Organizational..., Communication, Data Analysis, Leadership, Research, PowerPoint
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Economics
J.P. Morgan July 2012 - Present
Lehigh University June 2006 - July 2012
Morgan Stanley Smith Barney 2011 - 2011
Skills
Microsoft Excel, Microsoft Word, Conditional Formatting, High Organizational..., Communication, Data Analysis, Leadership, Research, PowerPoint
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Economics
Andy Rieger's Morgan Stanley Smith Barney Experience January 2009 - May 2012
Job Senior Vice President
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2012 - Present
Morgan Stanley Smith Barney January 2009 - May 2012
Smith Barney July 1995 - January 2009
Hecht's Department Stores September 1994 - July 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Financial Analysis, Leadership, Portfolio Management, Process Improvement, Risk Management, Sales, Strategic Planning
Education
Penn State University 1990 — 1994
Bachelor of Science (B.Sc.), Marketing
Semester at Sea 1993 — 1993
Spring 1993 trip
Walt Whitman High School 1986 — 1990
Morgan Stanley Wealth Management May 2012 - Present
Morgan Stanley Smith Barney January 2009 - May 2012
Smith Barney July 1995 - January 2009
Hecht's Department Stores September 1994 - July 1995
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Financial Analysis, Leadership, Portfolio Management, Process Improvement, Risk Management, Sales, Strategic Planning
Education
Penn State University 1990 — 1994
Bachelor of Science (B.Sc.), Marketing
Semester at Sea 1993 — 1993
Spring 1993 trip
Walt Whitman High School 1986 — 1990
Alex Hamill, CRPC® Alex Hamill, CRPC®'s Morgan Stanley Smith Barney Experience June 2012 - November 2012
Job Wealth Management Advisor TIAACREF
Industry Financial Services
Experience
TIAA-CREF March 2014 - Present
HSBC November 2012 - March 2014
Morgan Stanley Smith Barney June 2012 - November 2012
HSBC January 2011 - April 2012
HSBC January 2010 - December 2010
HSBC August 2008 - December 2009
Skills
Series 7, Series 63, Series 65, Series 6, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Investments, Equities, Banking, Investment Advisory, Six Sigma, Bloomberg
Education
Canisius College 2010 — 2013
Master of Business Administration (MBA), Finance, General
Penn State University 2003 — 2008
Bachelor of Science (BS), Business Administration and Management, General
TIAA-CREF March 2014 - Present
HSBC November 2012 - March 2014
Morgan Stanley Smith Barney June 2012 - November 2012
HSBC January 2011 - April 2012
HSBC January 2010 - December 2010
HSBC August 2008 - December 2009
Skills
Series 7, Series 63, Series 65, Series 6, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Investments, Equities, Banking, Investment Advisory, Six Sigma, Bloomberg
Education
Canisius College 2010 — 2013
Master of Business Administration (MBA), Finance, General
Penn State University 2003 — 2008
Bachelor of Science (BS), Business Administration and Management, General
Edward Wastell III Edward Wastell III's Morgan Stanley Smith Barney Experience January 2012 - May 2013
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
Morgan Stanley Smith Barney January 2012 - May 2013
Morgan Stanley Smith Barney March 2011 - March 2012
Morgan Stanley Smith Barney March 2008 - March 2011
Morgan Stanley Smith Barney April 2007 - April 2008
Hudson North Management LLC August 2005 - May 2007
Skills
Finance, Wealth Management, Budgets
Education
Pace University - Lubin School of Business 1998 — 2002
BBA, Finance
a long time ago...
Morgan Stanley Wealth Management May 2013 - Present
Morgan Stanley Smith Barney January 2012 - May 2013
Morgan Stanley Smith Barney March 2011 - March 2012
Morgan Stanley Smith Barney March 2008 - March 2011
Morgan Stanley Smith Barney April 2007 - April 2008
Hudson North Management LLC August 2005 - May 2007
Skills
Finance, Wealth Management, Budgets
Education
Pace University - Lubin School of Business 1998 — 2002
BBA, Finance
a long time ago...
Irene Lalli- Amarena Irene Lalli- Amarena's Morgan Stanley Smith Barney Experience September 1984 - January 1999
Job First Line Manager at State Street Bank
Industry Financial Services
Experience
State Street Bank November 2009 - Present
State Street 2009 - Present
Morgan Stanley Investment Management January 1999 - November 2009
Morgan Stanley Smith Barney September 1984 - January 1999
Skills
Fixed Income, Mutual Funds, Securities, Bloomberg, Equities, Global Custody, Settlement, Back Office, Derivatives, Fund Administration, Hedge Funds, Financial Services, FX Options, Trading, Middle Office
Education
Pace University - Lubin School of Business 1980 — 1984
BBA, Banking/ Finance
State Street Bank November 2009 - Present
State Street 2009 - Present
Morgan Stanley Investment Management January 1999 - November 2009
Morgan Stanley Smith Barney September 1984 - January 1999
Skills
Fixed Income, Mutual Funds, Securities, Bloomberg, Equities, Global Custody, Settlement, Back Office, Derivatives, Fund Administration, Hedge Funds, Financial Services, FX Options, Trading, Middle Office
Education
Pace University - Lubin School of Business 1980 — 1984
BBA, Banking/ Finance
James Starnes, CFP® James Starnes, CFP®'s Morgan Stanley Smith Barney Experience 2000 - 2010
Job Managing Partner at MetLife Premier Client Group of Houston, an office of MetLife
Industry Financial Services
Kevin Twomey Kevin Twomey's Morgan Stanley Smith Barney Experience May 2009 - September 2009
Job Business Development Manager, North America at Deltasight
Industry Information Technology and Services
Experience
Century Capital Management August 2010 - July 2011
Morgan Stanley Smith Barney May 2009 - September 2009
Citigroup Smith Barney May 2008 - August 2008
Skills
Investments, Microsoft Excel, Equities, Financial Advisory, Analysis, SQL, Data Analysis, Relational Databases
Education
London School of Economics and Political Science 2012 — 2013
Master of Science (M.Sc.), International Affairs
Peking University 2011 — 2012
Master of Science (M.Sc.), International Affairs
Wheaton College (MA) 2007 — 2011
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2009 — 2010
General Course, Economic History
St. John's Preparatory School 2003 — 2007
Diploma
Century Capital Management August 2010 - July 2011
Morgan Stanley Smith Barney May 2009 - September 2009
Citigroup Smith Barney May 2008 - August 2008
Skills
Investments, Microsoft Excel, Equities, Financial Advisory, Analysis, SQL, Data Analysis, Relational Databases
Education
London School of Economics and Political Science 2012 — 2013
Master of Science (M.Sc.), International Affairs
Peking University 2011 — 2012
Master of Science (M.Sc.), International Affairs
Wheaton College (MA) 2007 — 2011
Bachelor of Arts (B.A.), Economics
London School of Economics and Political Science 2009 — 2010
General Course, Economic History
St. John's Preparatory School 2003 — 2007
Diploma
Jennifer Westpfahl Jennifer Westpfahl's Morgan Stanley Smith Barney Experience April 2008 - May 2011
Job Executive Director Divisional Business Service Officer at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley Wealth Management May 2011 - May 2014
Morgan Stanley Smith Barney April 2008 - May 2011
Citi SmithBarney December 2004 - April 2008
New York Life August 2002 - November 2004
Lincoln Investment Planning September 1999 - August 2002
Skills
FINRA, Brokerage, Wealth Management, Banking, Investments, Investment Banking, Series 7, Series 3, Series 24, Series 9/10, Series 66, Compliance, Sales Operations, Financial Services, Nyse, Securities, Vendor Management, Financial Risk, Financial Operations, Strategic Planning, Organizational..., Risk Management, Uniform Combined State..., Executive Management, Performance Management, Series 65, Alternative Investments, Strategic Partnerships, Series 63, Financial Metrics
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Executive MBA
University of Central Arkansas 1994 — 1999
BBA, Finance
Morgan Stanley Wealth Management May 2014 - Present
Morgan Stanley Wealth Management May 2011 - May 2014
Morgan Stanley Smith Barney April 2008 - May 2011
Citi SmithBarney December 2004 - April 2008
New York Life August 2002 - November 2004
Lincoln Investment Planning September 1999 - August 2002
Skills
FINRA, Brokerage, Wealth Management, Banking, Investments, Investment Banking, Series 7, Series 3, Series 24, Series 9/10, Series 66, Compliance, Sales Operations, Financial Services, Nyse, Securities, Vendor Management, Financial Risk, Financial Operations, Strategic Planning, Organizational..., Risk Management, Uniform Combined State..., Executive Management, Performance Management, Series 65, Alternative Investments, Strategic Partnerships, Series 63, Financial Metrics
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2012 — 2013
Executive MBA
University of Central Arkansas 1994 — 1999
BBA, Finance
Angela Helton Angela Helton's Morgan Stanley Smith Barney Experience July 2000 - July 2002
Job Jr. High Principal and Teacher at Central Baptist Academy
Industry Education Management
Experience
Central Baptist Academy June 2015 - Present
Central Baptist Academy August 2013 - Present
Huntington Learning Center December 2011 - July 2013
Pinnacle Employer Services January 2012 - February 2012
Network of International Christian Schools at West Nairobi School July 2011 - November 2011
Progress Supply October 2010 - April 2011
Fidelity Investments July 2006 - July 2010
Central Baptist Academy July 2002 - July 2006
Morgan Stanley Smith Barney July 2000 - July 2002
Skills
Series 7, Series 63, Ohio Teaching...
Education
Pensacola Christian College 1996 — 2000
Bachelor of Arts (B.A.), History
Central Baptist Academy June 2015 - Present
Central Baptist Academy August 2013 - Present
Huntington Learning Center December 2011 - July 2013
Pinnacle Employer Services January 2012 - February 2012
Network of International Christian Schools at West Nairobi School July 2011 - November 2011
Progress Supply October 2010 - April 2011
Fidelity Investments July 2006 - July 2010
Central Baptist Academy July 2002 - July 2006
Morgan Stanley Smith Barney July 2000 - July 2002
Skills
Series 7, Series 63, Ohio Teaching...
Education
Pensacola Christian College 1996 — 2000
Bachelor of Arts (B.A.), History
Dena Reimund Dena Reimund's Morgan Stanley Smith Barney Experience February 2007 - December 2010
Job Customer Service Representative at UGI HVAC Enterprises
Industry Financial Services
Experience
UGI HVAC Enterprises, Inc. August 2014 - Present
Cherry Hill Photo April 2011 - April 2015
LEAF Commercial Capital, Inc. August 2011 - October 2012
Morgan Stanley Smith Barney February 2007 - December 2010
De Lage Landen 1998 - 2006
Tokai Financial Services, Inc 1994 - 1998
Tokai Financial Services, Inc. 1989 - 1994
Skills
Direct Sales, Insurance, Documentation, Sales Support, Imaging, Investments, Contract Management, UCC Administration, Management, Leasing, Budgeting, Pricing, Budgets, Software Documentation, Process Improvement, Sales Operations, Finance, Digital Imaging, Portfolio Management, Financial Analysis, Loans, Forecasting, Financial Services, Training, Risk Management, Marketing, Credit Risk, Strategic Financial..., Credit Analysis, Credit, Banking, Business Development, Relationship Management, Asset Based Lending, Commercial Lending, Executive Management, Asset Management, Leadership, Retirement Planning, Funding
Education
Penn State University 1994 — 1997
Masters in Mgmt, Business Administration
Spring Garden College 1985 — 1989
BS, Business Administration
Donegal High School
UGI HVAC Enterprises, Inc. August 2014 - Present
Cherry Hill Photo April 2011 - April 2015
LEAF Commercial Capital, Inc. August 2011 - October 2012
Morgan Stanley Smith Barney February 2007 - December 2010
De Lage Landen 1998 - 2006
Tokai Financial Services, Inc 1994 - 1998
Tokai Financial Services, Inc. 1989 - 1994
Skills
Direct Sales, Insurance, Documentation, Sales Support, Imaging, Investments, Contract Management, UCC Administration, Management, Leasing, Budgeting, Pricing, Budgets, Software Documentation, Process Improvement, Sales Operations, Finance, Digital Imaging, Portfolio Management, Financial Analysis, Loans, Forecasting, Financial Services, Training, Risk Management, Marketing, Credit Risk, Strategic Financial..., Credit Analysis, Credit, Banking, Business Development, Relationship Management, Asset Based Lending, Commercial Lending, Executive Management, Asset Management, Leadership, Retirement Planning, Funding
Education
Penn State University 1994 — 1997
Masters in Mgmt, Business Administration
Spring Garden College 1985 — 1989
BS, Business Administration
Donegal High School
Abhijeet Chopra Abhijeet Chopra's Morgan Stanley Smith Barney Experience December 2000 - April 2001
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2015 - Present
JPMorgan Chase October 2013 - July 2015
Capco March 2012 - October 2013
Goldman, Sachs & Co June 2005 - March 2012
International Business Machines (IBM) May 2004 - August 2004
International Business Machines (IBM) June 2003 - August 2003
Penn State Lion Line September 2001 - May 2002
Morgan Stanley Smith Barney December 2000 - April 2001
Skills
Securities, Finance, Financial Reporting, Essbase, PowerPoint, Executive Management, Fixed Income, Analysis, Alternative Investments, Integration, Financial Services, Asset Management, Valuation, Financial Modeling, Investment Banking, Capital Markets, Derivatives, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Finance & Entreprenuership
New York University - Leonard N. Stern School of Business 2002 — 2005
B.S., Finance & Accounting for CPA
Penn State University 2001 — 2002
B.S, Finance & Economics
Credit Suisse September 2015 - Present
JPMorgan Chase October 2013 - July 2015
Capco March 2012 - October 2013
Goldman, Sachs & Co June 2005 - March 2012
International Business Machines (IBM) May 2004 - August 2004
International Business Machines (IBM) June 2003 - August 2003
Penn State Lion Line September 2001 - May 2002
Morgan Stanley Smith Barney December 2000 - April 2001
Skills
Securities, Finance, Financial Reporting, Essbase, PowerPoint, Executive Management, Fixed Income, Analysis, Alternative Investments, Integration, Financial Services, Asset Management, Valuation, Financial Modeling, Investment Banking, Capital Markets, Derivatives, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Finance & Entreprenuership
New York University - Leonard N. Stern School of Business 2002 — 2005
B.S., Finance & Accounting for CPA
Penn State University 2001 — 2002
B.S, Finance & Economics
Michele Detwiler Michele Detwiler's Morgan Stanley Smith Barney Experience June 1988 - September 1994
Job Opening Processor at Fulton Mortgage Company
Industry Banking
Experience
Fulton Mortgage Company October 2013 - Present
Kay Jewelers June 1990 - Present
Fulton Bank, Mortgage Division January 2013 - October 2013
Michele Detwiler June 2011 - January 2013
Byler, Goodley & Winkle, P.C. 2012 - 2012
Ritz on Main March 2008 - March 2011
H Fred Wooters December 2006 - February 2008
Reading Truck Body September 1998 - September 2002
Morgan Truck Body LLC January 1995 - September 1998
Morgan Stanley Smith Barney June 1988 - September 1994
Skills
Switchboard Operator, English grammar, Research, Data Entry, Writing, Communications, Critical Thinking, Reading comprehension, Active Learning, Proofreading, Internet, Email, Postage Meter, Facsimle machine, Facebook, Prioritization, Word, PowerPoint, Excel, Typing, 10 Key, Filing, Customer Focus, Documentation, Social Networking, Problem Solving, Teamwork, Administrative Support, Customer Service, Communication, Microsoft Excel, Microsoft Word, Outlook, Administrative..., Unifi, Nautilus, People Skills, Public Speaking, Social Media
Education
Millersville University of Pennsylvania 2007 — 2011
Bachelor's Degree, English
Pierce College at Puyallup 2005 — 2007
Associate's Degree of Arts, English
LANCASTER BUSINESS SCHOOL 1988 — 1988
Clerk Typist, Business
Fulton Mortgage Company October 2013 - Present
Kay Jewelers June 1990 - Present
Fulton Bank, Mortgage Division January 2013 - October 2013
Michele Detwiler June 2011 - January 2013
Byler, Goodley & Winkle, P.C. 2012 - 2012
Ritz on Main March 2008 - March 2011
H Fred Wooters December 2006 - February 2008
Reading Truck Body September 1998 - September 2002
Morgan Truck Body LLC January 1995 - September 1998
Morgan Stanley Smith Barney June 1988 - September 1994
Skills
Switchboard Operator, English grammar, Research, Data Entry, Writing, Communications, Critical Thinking, Reading comprehension, Active Learning, Proofreading, Internet, Email, Postage Meter, Facsimle machine, Facebook, Prioritization, Word, PowerPoint, Excel, Typing, 10 Key, Filing, Customer Focus, Documentation, Social Networking, Problem Solving, Teamwork, Administrative Support, Customer Service, Communication, Microsoft Excel, Microsoft Word, Outlook, Administrative..., Unifi, Nautilus, People Skills, Public Speaking, Social Media
Education
Millersville University of Pennsylvania 2007 — 2011
Bachelor's Degree, English
Pierce College at Puyallup 2005 — 2007
Associate's Degree of Arts, English
LANCASTER BUSINESS SCHOOL 1988 — 1988
Clerk Typist, Business
Larry Lehrman Larry Lehrman's Morgan Stanley Smith Barney Experience January 2005 - January 2012
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. January 2012 - Present
Morgan Stanley Smith Barney January 2005 - January 2012
Education
Penn State University 1986 — 1990
Bachelor of Science (BS), Finance, General
Ameriprise Financial Services, Inc. January 2012 - Present
Morgan Stanley Smith Barney January 2005 - January 2012
Education
Penn State University 1986 — 1990
Bachelor of Science (BS), Finance, General
Greg Simon Greg Simon's Morgan Stanley Smith Barney Experience 1989 - 1993
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. January 1993 - Present
Morgan Stanley Smith Barney 1989 - 1993
Drexel Burnham Lambert 1985 - 1989
Jefferies & Company 1983 - 1985
Education
Pace University - Lubin School of Business 1976 — 1978
Master of Business Administration (MBA), Finance, General, With Distinction
Queens College 1971 — 1975
Bachelor of Arts (B.A.), Accounting
UBS Financial Services Inc. January 1993 - Present
Morgan Stanley Smith Barney 1989 - 1993
Drexel Burnham Lambert 1985 - 1989
Jefferies & Company 1983 - 1985
Education
Pace University - Lubin School of Business 1976 — 1978
Master of Business Administration (MBA), Finance, General, With Distinction
Queens College 1971 — 1975
Bachelor of Arts (B.A.), Accounting
Dave Fohr's Morgan Stanley Smith Barney Experience June 2009 - September 2009
Job Compliance Consultant Retail Compliance Advice at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors October 2012 - Present
LPL Financial August 2011 - October 2012
MetLife March 2010 - July 2011
Morgan Stanley Smith Barney June 2009 - September 2009
Smith Barney, Inc September 2002 - September 2009
Citigroup January 1997 - September 2009
Salomon Smith Barney, Inc February 2001 - September 2002
Salomon Smith Barney, Inc January 1997 - February 2001
Skills
Securities, FINRA, AML, Internal Audit, Brokerage, Series 63, Mutual Funds, Wealth Management, Risk Management, Investments, Insurance, Asset Managment, Financial Risk, Financial Services, Series 9 & 10, Series 7, Series 65, Brokerage Operations..., Securities Compliance, Asset Allocation, Asset Management, Retirement, Strategic Financial..., Alternative Investments, Employee Benefits, Financial Advisory, Financial Analysis, Investment Advisory, Portfolio Management, Retirement Planning, Trading, Fixed Annuities, Options, Series 24
Education
Robert Morris College 1995 — 1997
Bachelor of Science, Business Administration
Robert Morris University 1995 — 1997
Bachelor of Science, Business Administration
Penn State University 1990 — 1992
Bethel Park High School 1986 — 1990
Wells Fargo Advisors October 2012 - Present
LPL Financial August 2011 - October 2012
MetLife March 2010 - July 2011
Morgan Stanley Smith Barney June 2009 - September 2009
Smith Barney, Inc September 2002 - September 2009
Citigroup January 1997 - September 2009
Salomon Smith Barney, Inc February 2001 - September 2002
Salomon Smith Barney, Inc January 1997 - February 2001
Skills
Securities, FINRA, AML, Internal Audit, Brokerage, Series 63, Mutual Funds, Wealth Management, Risk Management, Investments, Insurance, Asset Managment, Financial Risk, Financial Services, Series 9 & 10, Series 7, Series 65, Brokerage Operations..., Securities Compliance, Asset Allocation, Asset Management, Retirement, Strategic Financial..., Alternative Investments, Employee Benefits, Financial Advisory, Financial Analysis, Investment Advisory, Portfolio Management, Retirement Planning, Trading, Fixed Annuities, Options, Series 24
Education
Robert Morris College 1995 — 1997
Bachelor of Science, Business Administration
Robert Morris University 1995 — 1997
Bachelor of Science, Business Administration
Penn State University 1990 — 1992
Bethel Park High School 1986 — 1990
Frank O. Gonzalez, LPC's Morgan Stanley Smith Barney Experience March 2008 - February 2011
Job General Manager at Tradesmen International
Industry Staffing and Recruiting
Experience
Tradesmen International July 2015 - Present
GT Professional Staffing, LLC July 2013 - Present
The Retail Outsource May 2015 - June 2015
Mekaza Staffing September 2012 - November 2012
CTI Consulting March 2011 - September 2012
Morgan Stanley Smith Barney March 2008 - February 2011
Lloyd Staffing February 2005 - August 2008
Skills
Technical Recruiting, Talent Acquisition, Executive Search, Recruiting, Legal Staffing, Human Resources, Staffing Services, Applicant Tracking..., Internet Recruiting, Benefits Negotiation, Contract Recruitment, Performance Management, Screening, College Recruiting, Onboarding, Interviews, Temporary Staffing, Sourcing, Temporary Placement, Permanent Placement, Screening Resumes, Staff Augmentation, Hiring, Recruitment Advertising, Resume Writing, Employer Branding, Talent Management, Background Checks, IT Recruitment, Workforce Planning, Search, HRIS, Cold Calling, Vendor Management, Taleo, Employee Relations, Resource Management, Job Coaching, Corporate Recruiting, Building Relationships, New Hire Orientations, Personnel Management, Deferred Compensation, Employee Benefits, Integrity, Empathy, Entrepreneurship, Leadership
Education
UCLA 1992 — 1996
Bachelor's degree, Psychology/Law, 3.85
Pasadena City College 1988 — 1991
Associate of Arts (A.A.), General Education, Pre-Law, 3.58
Tradesmen International July 2015 - Present
GT Professional Staffing, LLC July 2013 - Present
The Retail Outsource May 2015 - June 2015
Mekaza Staffing September 2012 - November 2012
CTI Consulting March 2011 - September 2012
Morgan Stanley Smith Barney March 2008 - February 2011
Lloyd Staffing February 2005 - August 2008
Skills
Technical Recruiting, Talent Acquisition, Executive Search, Recruiting, Legal Staffing, Human Resources, Staffing Services, Applicant Tracking..., Internet Recruiting, Benefits Negotiation, Contract Recruitment, Performance Management, Screening, College Recruiting, Onboarding, Interviews, Temporary Staffing, Sourcing, Temporary Placement, Permanent Placement, Screening Resumes, Staff Augmentation, Hiring, Recruitment Advertising, Resume Writing, Employer Branding, Talent Management, Background Checks, IT Recruitment, Workforce Planning, Search, HRIS, Cold Calling, Vendor Management, Taleo, Employee Relations, Resource Management, Job Coaching, Corporate Recruiting, Building Relationships, New Hire Orientations, Personnel Management, Deferred Compensation, Employee Benefits, Integrity, Empathy, Entrepreneurship, Leadership
Education
UCLA 1992 — 1996
Bachelor's degree, Psychology/Law, 3.85
Pasadena City College 1988 — 1991
Associate of Arts (A.A.), General Education, Pre-Law, 3.58
Peter Cosentino Peter Cosentino's Morgan Stanley Smith Barney Experience July 2012 - July 2013
Job Financial Advisor at CUSO Financial Services L.P. at NASA FCU
Industry Financial Services
Experience
CUSO Financial Services At NASA Federal Credit Union July 2013 - Present
Morgan Stanley Smith Barney July 2012 - July 2013
Edward Jones January 2010 - July 2012
Gexpro July 2008 - January 2010
Bank of America September 2006 - July 2008
Education
Penn State University
Bachelor of Science (BS), Finance
CUSO Financial Services At NASA Federal Credit Union July 2013 - Present
Morgan Stanley Smith Barney July 2012 - July 2013
Edward Jones January 2010 - July 2012
Gexpro July 2008 - January 2010
Bank of America September 2006 - July 2008
Education
Penn State University
Bachelor of Science (BS), Finance
Jennifer S. Echevarria Jennifer S. Echevarria's Morgan Stanley Smith Barney Experience 2007 - 2008
Job Spanish Speaking Attorney Admitted in NY, NJ & CT
Industry Law Practice
Experience
Jacobowitz and Gubits, LLP March 2014 - Present
Burke, Miele & Golden, LLP December 2008 - March 2014
Banks, Shapiro, Gettinger & Waldinger October 2008 - December 2008
Morgan Stanley Smith Barney 2007 - 2008
Jennison Associates/Prudential Financial May 2006 - August 2006
Chrysler Financial May 2004 - August 2004
Skills
Civil Litigation, Personal Injury, Employment Law, Municipal Law, Land use and Zoning Law, Real Estate Transactions, Courts, Criminal Law, Legal Research, Legal Writing, Westlaw, Licensing, Appeals, Litigation, Real Estate, Trials, Commercial Litigation
Education
Pace University School of Law 2005 — 2008
J.D.
Vassar College 2001 — 2005
B.A. in Political Science, Other fields of study: Sociology, Women's Studies & History, Africana Studies
George F. Baker High School
Jacobowitz and Gubits, LLP March 2014 - Present
Burke, Miele & Golden, LLP December 2008 - March 2014
Banks, Shapiro, Gettinger & Waldinger October 2008 - December 2008
Morgan Stanley Smith Barney 2007 - 2008
Jennison Associates/Prudential Financial May 2006 - August 2006
Chrysler Financial May 2004 - August 2004
Skills
Civil Litigation, Personal Injury, Employment Law, Municipal Law, Land use and Zoning Law, Real Estate Transactions, Courts, Criminal Law, Legal Research, Legal Writing, Westlaw, Licensing, Appeals, Litigation, Real Estate, Trials, Commercial Litigation
Education
Pace University School of Law 2005 — 2008
J.D.
Vassar College 2001 — 2005
B.A. in Political Science, Other fields of study: Sociology, Women's Studies & History, Africana Studies
George F. Baker High School
Kevin Yurko, CFP® Kevin Yurko, CFP®'s Morgan Stanley Smith Barney Experience December 2005 - August 2012
Job CERTIFIED FINANCIAL PLANNER™ Practitioner | The Dahan/Yurko Group at Wealth Strategies & Management, LLC
Industry Financial Services
Experience
Wealth Strategies & Management, LLC August 2012 - Present
Morgan Stanley Smith Barney December 2005 - August 2012
Ameriprise Financial July 2004 - December 2005
Skills
Retirement Planning, Wealth Management, Investments, Investment Advisory, Succession Planning, Financial Planning
Education
Penn State University 2000 — 2004
BS, Finance, Minor, Economics
Wealth Strategies & Management, LLC August 2012 - Present
Morgan Stanley Smith Barney December 2005 - August 2012
Ameriprise Financial July 2004 - December 2005
Skills
Retirement Planning, Wealth Management, Investments, Investment Advisory, Succession Planning, Financial Planning
Education
Penn State University 2000 — 2004
BS, Finance, Minor, Economics
Candace Chan Candace Chan's Morgan Stanley Smith Barney Experience March 2010 - June 2010
Job Admin Officer at BTCL
Industry Financial Services
Experience
BTCL December 2012 - Present
Wells Fargo November 2011 - November 2012
HSBC December 2010 - June 2011
Morgan Stanley Smith Barney March 2010 - June 2010
Skills
Market Research, PowerPoint, Outlook, Access, Investments, Microsoft Excel, Mandarin, Banking, Sales Management, KYC, Personal Finance, Managerial Finance, Asset Management
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Peking University
Study Abroad Program, Chinese Economics and Politics
BTCL December 2012 - Present
Wells Fargo November 2011 - November 2012
HSBC December 2010 - June 2011
Morgan Stanley Smith Barney March 2010 - June 2010
Skills
Market Research, PowerPoint, Outlook, Access, Investments, Microsoft Excel, Mandarin, Banking, Sales Management, KYC, Personal Finance, Managerial Finance, Asset Management
Education
University of California, Davis
Bachelor of Science, Managerial Economics
Peking University
Study Abroad Program, Chinese Economics and Politics
Kyle Martinez's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Financial Analyst at XTO Energy
Industry Oil & Energy
Experience
XTO Energy March 2013 - Present
General Mills May 2012 - August 2012
Johnson & Johnson January 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Dental Tech Enterprises May 2010 - August 2010
Dental Tech Enterprises May 2009 - August 2009
Education
Penn State University 2008 — 2012
BS, Finance, Economics, Accounting
Roxbury High School 2004 — 2008
XTO Energy March 2013 - Present
General Mills May 2012 - August 2012
Johnson & Johnson January 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Dental Tech Enterprises May 2010 - August 2010
Dental Tech Enterprises May 2009 - August 2009
Education
Penn State University 2008 — 2012
BS, Finance, Economics, Accounting
Roxbury High School 2004 — 2008
Edward D. Ariail Edward D. Ariail's Morgan Stanley Smith Barney Experience January 2010 - April 2012
Job
Industry Financial Services
Experience
Raymond James Financial Inc. April 2012 - Present
Morgan Stanley Smith Barney January 2010 - April 2012
Habersham Bank July 1984 - October 2009
Piedmont College 1982 - 1988
First National Bank of Gainesville 1982 - 1984
Skills
Commercial Lending, Financial Analysis, Banking, Finance, Portfolio Management, Loans, Mortgage Lending, Wealth Management, Credit, Investments, Credit Analysis, Retirement Planning, Series 7, Commercial Banking, Securities, Strategic Financial..., Underwriting, Investment Strategies, Real Estate, Small Business, Sales, Strategic Planning, Business Development, Uniform Combined State..., Sales Management, Asset Management, Insurance, Financial Advisory
Education
University of Georgia - Terry College of Business 1980 — 1982
MBA
Piedmont College 1977 — 1980
BA
Raymond James Financial Inc. April 2012 - Present
Morgan Stanley Smith Barney January 2010 - April 2012
Habersham Bank July 1984 - October 2009
Piedmont College 1982 - 1988
First National Bank of Gainesville 1982 - 1984
Skills
Commercial Lending, Financial Analysis, Banking, Finance, Portfolio Management, Loans, Mortgage Lending, Wealth Management, Credit, Investments, Credit Analysis, Retirement Planning, Series 7, Commercial Banking, Securities, Strategic Financial..., Underwriting, Investment Strategies, Real Estate, Small Business, Sales, Strategic Planning, Business Development, Uniform Combined State..., Sales Management, Asset Management, Insurance, Financial Advisory
Education
University of Georgia - Terry College of Business 1980 — 1982
MBA
Piedmont College 1977 — 1980
BA
Michael-Paul Morgan Michael-Paul Morgan's Morgan Stanley Smith Barney Experience May 2008 - August 2008
Job Senior Analyst Capital Markets at Walter Investment Management
Industry Financial Services
Experience
Walter Investment Management Corp. September 2015 - Present
Walter Investment Management Corp February 2013 - September 2015
GMAC Mortgage June 2011 - February 2013
GMAC Mortgage October 2009 - May 2011
Citigroup June 2009 - October 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Access, Bloomberg, Capital Markets, VBA, Business Objects, Financial Analysis, Business Analysis, Risk Management, SQL, Process Improvement, Finance
Education
Penn State University 2011 — 2015
MBA, Finance and Information Technology
Shippensburg University of Pennsylvania 2005 — 2009
BSBA, Finance
Walter Investment Management Corp. September 2015 - Present
Walter Investment Management Corp February 2013 - September 2015
GMAC Mortgage June 2011 - February 2013
GMAC Mortgage October 2009 - May 2011
Citigroup June 2009 - October 2009
Morgan Stanley Smith Barney May 2008 - August 2008
Skills
Access, Bloomberg, Capital Markets, VBA, Business Objects, Financial Analysis, Business Analysis, Risk Management, SQL, Process Improvement, Finance
Education
Penn State University 2011 — 2015
MBA, Finance and Information Technology
Shippensburg University of Pennsylvania 2005 — 2009
BSBA, Finance
Eric Lindner Eric Lindner's Morgan Stanley Smith Barney Experience January 2010 - March 2012
Job Investment Advisor, CUSO Financial Services, LP at Amplify Federal Credit Union
Industry Financial Services
Experience
Amplify Federal Credit Union June 2015 - Present
SWBC Investment Services February 2013 - May 2015
Morgan Stanley Smith Barney January 2010 - March 2012
IBM July 1987 - February 2009
Education
Penn State University
Bachelor’s Degree, Bachelor of Science Psychology, Bachelor of Arts Political Science
Amplify Federal Credit Union June 2015 - Present
SWBC Investment Services February 2013 - May 2015
Morgan Stanley Smith Barney January 2010 - March 2012
IBM July 1987 - February 2009
Education
Penn State University
Bachelor’s Degree, Bachelor of Science Psychology, Bachelor of Arts Political Science
John Van Steen John Van Steen's Morgan Stanley Smith Barney Experience August 2007 - August 2010
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2010 - Present
Morgan Stanley Smith Barney August 2007 - August 2010
Nestegg Consulting February 2000 - August 2007
Skills
Financial Planning, Investments, Business Planning, Tactical Asset..., Fund Analysis, Options Strategies, Portfolio Management, Alternative Investments, Bonds, Equities, Annuities, Strategic Financial..., Analysis, Fixed Annuities, Retirement Planning, Risk Management, Securities, Finance, Mutual Funds, Estate Planning, Investment Management, Management, Public Speaking
Education
Pace University - Lubin School of Business 2005 — 2007
MS, Investment Management
SUNY Cortlandt 1975 — 1978
NYS, History/Education
Merrill Lynch August 2010 - Present
Morgan Stanley Smith Barney August 2007 - August 2010
Nestegg Consulting February 2000 - August 2007
Skills
Financial Planning, Investments, Business Planning, Tactical Asset..., Fund Analysis, Options Strategies, Portfolio Management, Alternative Investments, Bonds, Equities, Annuities, Strategic Financial..., Analysis, Fixed Annuities, Retirement Planning, Risk Management, Securities, Finance, Mutual Funds, Estate Planning, Investment Management, Management, Public Speaking
Education
Pace University - Lubin School of Business 2005 — 2007
MS, Investment Management
SUNY Cortlandt 1975 — 1978
NYS, History/Education
Seth Predix Seth Predix's Morgan Stanley Smith Barney Experience 2008 - December 2011
Job Vice President, Real Estate
Industry Hospitality
Experience
Springwood Hospitality 2011 - Present
Morgan Stanley Smith Barney 2008 - December 2011
Education
Penn State University
Smeal College of Business, Finance
Springwood Hospitality 2011 - Present
Morgan Stanley Smith Barney 2008 - December 2011
Education
Penn State University
Smeal College of Business, Finance
Megan Kay Christman Megan Kay Christman's Morgan Stanley Smith Barney Experience 2009 - Present
Job Financial Advisor Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management April 2009 - Present
Morgan Stanley Smith Barney 2009 - Present
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Finance & Entrepreneurship
Pepperdine University 1998 — 2002
BFA, Theatre and Humanities
Morgan Stanley Private Wealth Management April 2009 - Present
Morgan Stanley Smith Barney 2009 - Present
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Finance & Entrepreneurship
Pepperdine University 1998 — 2002
BFA, Theatre and Humanities
Colleen Gillespie, CTFA, AIF's Morgan Stanley Smith Barney Experience April 2004 - August 2010
Job Portfolio Manager
Industry Financial Services
Experience
CAPSTONE Investment Group, LLC March 2012 - Present
Cambridge Wealth Management, LLC August 2010 - March 2012
Morgan Stanley Smith Barney April 2004 - August 2010
Skills
Portfolio Management, Strategic Financial..., Financial Advisory, Investment Advisor..., 401k
Education
Portland State University
MPA, Public Administration and Health Admin
CAPSTONE Investment Group, LLC March 2012 - Present
Cambridge Wealth Management, LLC August 2010 - March 2012
Morgan Stanley Smith Barney April 2004 - August 2010
Skills
Portfolio Management, Strategic Financial..., Financial Advisory, Investment Advisor..., 401k
Education
Portland State University
MPA, Public Administration and Health Admin
Justin Perella's Morgan Stanley Smith Barney Experience October 2010 - January 2011
Job at CarMarie Consulting
Industry Financial Services
Experience
CarMarie Consulting January 2011 - Present
Morgan Stanley Smith Barney October 2010 - January 2011
Bank of America October 2006 - October 2010
Merrill Lynch October 2006 - September 2010
Mainline January 2002 - October 2006
Wachovia, A Wells Fargo Company January 2002 - October 2006
GLOBIX CORPORATION February 2001 - September 2001
TSI BROADBAND, INC November 1996 - January 2001
Education
Penn State University 1994 — 1996
Speech Comm
CarMarie Consulting January 2011 - Present
Morgan Stanley Smith Barney October 2010 - January 2011
Bank of America October 2006 - October 2010
Merrill Lynch October 2006 - September 2010
Mainline January 2002 - October 2006
Wachovia, A Wells Fargo Company January 2002 - October 2006
GLOBIX CORPORATION February 2001 - September 2001
TSI BROADBAND, INC November 1996 - January 2001
Education
Penn State University 1994 — 1996
Speech Comm
Dawn Biedenkapp Dawn Biedenkapp's Morgan Stanley Smith Barney Experience January 2004 - August 2013
Job Complex Risk Officer at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley August 2013 - Present
Morgan Stanley Smith Barney January 2004 - August 2013
Costco Wholesale 2000 - 2003
Education
University of Maryland Baltimore County 2000 — 2003
BA, Economics
Philadelphia University 1997 — 2000
Business
Morgan Stanley August 2013 - Present
Morgan Stanley Smith Barney January 2004 - August 2013
Costco Wholesale 2000 - 2003
Education
University of Maryland Baltimore County 2000 — 2003
BA, Economics
Philadelphia University 1997 — 2000
Business
Michael Hureau's Morgan Stanley Smith Barney Experience October 2011 - January 2012
Job 401(K) Client Service Manager at ADP
Industry Financial Services
Experience
ADP September 2015 - Present
ADP May 2014 - September 2015
ADP July 2013 - May 2014
ADP August 2012 - July 2013
The Breakers September 2009 - May 2012
Morgan Stanley Smith Barney October 2011 - January 2012
Skills
Customer Service, French, PowerPoint, Haitian Creole, Time Management, Microsoft Office, Training, Finance, Leadership
Education
Palm Beach Atlantic University 2008 — 2012
Bachelor of Science, International Business
ADP September 2015 - Present
ADP May 2014 - September 2015
ADP July 2013 - May 2014
ADP August 2012 - July 2013
The Breakers September 2009 - May 2012
Morgan Stanley Smith Barney October 2011 - January 2012
Skills
Customer Service, French, PowerPoint, Haitian Creole, Time Management, Microsoft Office, Training, Finance, Leadership
Education
Palm Beach Atlantic University 2008 — 2012
Bachelor of Science, International Business
James Busterud James Busterud's Morgan Stanley Smith Barney Experience May 2004 - November 2008
Job Senior Vice President at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services November 2008 - Present
Morgan Stanley Smith Barney May 2004 - November 2008
Education
Pomona College 1975 — 1979
UBS Financial Services November 2008 - Present
Morgan Stanley Smith Barney May 2004 - November 2008
Education
Pomona College 1975 — 1979
Alec Lucente Alec Lucente's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Investment Banking Analyst at Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners July 2015 - Present
Nittany Lion Fund, LLC November 2013 - December 2014
Perella Weinberg Partners June 2014 - August 2014
Nittany Lion Fund, LLC November 2013 - August 2014
Center for the Study of Mergers and Acquisitions, Dickinson School of Law January 2013 - May 2014
Nittany Lion Fund, LLC September 2012 - December 2013
Bryant Park Capital May 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
GE Capital June 2012 - June 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Financial Modeling, Portfolio Management, Accounting, Data Analysis, Investment Banking, Finance
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Finance
Perella Weinberg Partners July 2015 - Present
Nittany Lion Fund, LLC November 2013 - December 2014
Perella Weinberg Partners June 2014 - August 2014
Nittany Lion Fund, LLC November 2013 - August 2014
Center for the Study of Mergers and Acquisitions, Dickinson School of Law January 2013 - May 2014
Nittany Lion Fund, LLC September 2012 - December 2013
Bryant Park Capital May 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
GE Capital June 2012 - June 2012
Skills
Microsoft Excel, Financial Analysis, PowerPoint, Microsoft Office, Financial Modeling, Portfolio Management, Accounting, Data Analysis, Investment Banking, Finance
Education
Penn State University 2011 — 2015
Bachelor of Science (B.S.), Finance
Joe Lapps Joe Lapps's Morgan Stanley Smith Barney Experience March 1988 - October 2011
Job Partner / Retirement Specialist at The Philadelphia Group
Industry Financial Services
Experience
The Plan Advocate January 2013 - Present
The Philadelphia Group October 2011 - Present
Morgan Stanley Smith Barney March 1988 - October 2011
Skills
401k, Retirement Plan..., Retirement, Employee Benefits, Retirement Planning, Investments, Financial Services, Deferred Compensation, Strategic Financial...
Education
Foundation for Fiduciary Studies 2012 — 2012
AIF®
College for Financial Planning 2002 — 2002
CRPS®
Penn State University 1972 — 1977
BSCE, Civil Engineering
The Plan Advocate January 2013 - Present
The Philadelphia Group October 2011 - Present
Morgan Stanley Smith Barney March 1988 - October 2011
Skills
401k, Retirement Plan..., Retirement, Employee Benefits, Retirement Planning, Investments, Financial Services, Deferred Compensation, Strategic Financial...
Education
Foundation for Fiduciary Studies 2012 — 2012
AIF®
College for Financial Planning 2002 — 2002
CRPS®
Penn State University 1972 — 1977
BSCE, Civil Engineering
Derek Peterson's Morgan Stanley Smith Barney Experience December 2008 - December 2010
Job CEO/ President at Terra Tech Corp OTCBB:TRTC
Industry Financial Services
Experience
Terra Tech Corp (TRTC) February 2012 - Present
GrowOp Technology Ltd. January 2010 - Present
Morgan Stanley Smith Barney December 2008 - December 2010
Wachovia, A Wells Fargo Company July 2006 - December 2008
Crowell, Weedon & Co. October 2000 - July 2006
Skills
Insurance, Private Equity, Series 7, Series 3, Series 65, Certified Financial..., Public Companies, Strategic Financial..., Financial Modeling, Reverse Mergers, Mergers, Mergers & Acquisitions, Financial Planning, Business Development, Business Strategy, Risk Management, Investments, Alternative Investments, Management, Venture Capital, Entrepreneurship, Start-ups, Finance, Marketing Strategy, FINRA, Marketing, Sales, New Business Development, Strategic Planning, Leveraging Strategic..., Cultivation, Blogging, Life Insurance, Joint Ventures, Real Estate
Education
Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business/ Management
Terra Tech Corp (TRTC) February 2012 - Present
GrowOp Technology Ltd. January 2010 - Present
Morgan Stanley Smith Barney December 2008 - December 2010
Wachovia, A Wells Fargo Company July 2006 - December 2008
Crowell, Weedon & Co. October 2000 - July 2006
Skills
Insurance, Private Equity, Series 7, Series 3, Series 65, Certified Financial..., Public Companies, Strategic Financial..., Financial Modeling, Reverse Mergers, Mergers, Mergers & Acquisitions, Financial Planning, Business Development, Business Strategy, Risk Management, Investments, Alternative Investments, Management, Venture Capital, Entrepreneurship, Start-ups, Finance, Marketing Strategy, FINRA, Marketing, Sales, New Business Development, Strategic Planning, Leveraging Strategic..., Cultivation, Blogging, Life Insurance, Joint Ventures, Real Estate
Education
Pepperdine University, The George L. Graziadio School of Business and Management
BS, Business/ Management
Kurt Gabriel Kurt Gabriel's Morgan Stanley Smith Barney Experience January 2011 - March 2012
Job Executive Director, Private Banking Group, Cash Management Solutions at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2014 - Present
Morgan Stanley Wealth Management April 2012 - November 2014
Morgan Stanley Smith Barney January 2011 - March 2012
Morgan Stanley Smith Barney January 2008 - February 2011
Morgan Stanley November 2005 - January 2008
Reuters April 2003 - November 2005
Ziment June 1996 - April 2003
Skills
Segmentation, Market Research, Analytics, Wealth Management, Competitive Analysis, Financial Services, Marketing Research, Competitive Intelligence, Customer Insight, Securities, Marketing Strategy, Product Management, High Net Worth..., Conjoint Analysis, Qualitative Research, Quantitative Analytics, Focus Groups, Product Strategies, Pricing Strategy, Cash Management, Currency, International Banking..., Private Banking, Electronic Payments, Mobile Payments, ACH, Bill Payment, Electronic Funds..., Banking, Cross-functional Team..., Finance
Education
Penn State University 1991 — 1996
Bachelor of Science, Marketing & International Business
Morgan Stanley Wealth Management November 2014 - Present
Morgan Stanley Wealth Management April 2012 - November 2014
Morgan Stanley Smith Barney January 2011 - March 2012
Morgan Stanley Smith Barney January 2008 - February 2011
Morgan Stanley November 2005 - January 2008
Reuters April 2003 - November 2005
Ziment June 1996 - April 2003
Skills
Segmentation, Market Research, Analytics, Wealth Management, Competitive Analysis, Financial Services, Marketing Research, Competitive Intelligence, Customer Insight, Securities, Marketing Strategy, Product Management, High Net Worth..., Conjoint Analysis, Qualitative Research, Quantitative Analytics, Focus Groups, Product Strategies, Pricing Strategy, Cash Management, Currency, International Banking..., Private Banking, Electronic Payments, Mobile Payments, ACH, Bill Payment, Electronic Funds..., Banking, Cross-functional Team..., Finance
Education
Penn State University 1991 — 1996
Bachelor of Science, Marketing & International Business
KRIS RANEY, CFP®, CRPS® KRIS RANEY, CFP®, CRPS®'s Morgan Stanley Smith Barney Experience March 2002 - October 2010
Job Associate Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) October 2010 - Present
MORGAN STANLEY SMITH BARNEY March 2002 - October 2010
Education
UCLA Anderson School of Management 1988 — 1990
MBA, MARKETING
Pomona College 1981 — 1985
BA, HISTORY
WELLS FARGO ADVISORS, LLC (FORMERLY WACHOVIA SECURITIES, LLC) October 2010 - Present
MORGAN STANLEY SMITH BARNEY March 2002 - October 2010
Education
UCLA Anderson School of Management 1988 — 1990
MBA, MARKETING
Pomona College 1981 — 1985
BA, HISTORY
Jeffrey Kelley Jeffrey Kelley's Morgan Stanley Smith Barney Experience April 1992 - April 1999
Job Director Healthcare Market Intelligence at LHA
Industry Public Relations and Communications
Experience
Lippert/Heilshorn & Associates July 2000 - Present
CCG Investor Relations April 1999 - July 2000
Morgan Stanley Smith Barney April 1992 - April 1999
Skills
Competitive Analysis, Mergers, Strategic Planning, Competitive Intelligence, Corporate Development, Mergers & Acquisitions, Business Strategy, Investor Relations, Start-ups, Public Relations, Marketing Strategy, New Business Development, Valuation, Due Diligence, Entrepreneurship, Strategy, Management Consulting, Financial Modeling, Business Planning, Strategic Partnerships, Healthcare, Venture Capital, Market Intelligence, Equity Research, Medical Devices, Business Development
Education
University of California, Los Angeles 1975 — 1978
BA, History
Pasadena City College 1972 — 1975
AA, History
Lippert/Heilshorn & Associates July 2000 - Present
CCG Investor Relations April 1999 - July 2000
Morgan Stanley Smith Barney April 1992 - April 1999
Skills
Competitive Analysis, Mergers, Strategic Planning, Competitive Intelligence, Corporate Development, Mergers & Acquisitions, Business Strategy, Investor Relations, Start-ups, Public Relations, Marketing Strategy, New Business Development, Valuation, Due Diligence, Entrepreneurship, Strategy, Management Consulting, Financial Modeling, Business Planning, Strategic Partnerships, Healthcare, Venture Capital, Market Intelligence, Equity Research, Medical Devices, Business Development
Education
University of California, Los Angeles 1975 — 1978
BA, History
Pasadena City College 1972 — 1975
AA, History
Neil Chrisman IV Neil Chrisman IV's Morgan Stanley Smith Barney Experience May 2007 - August 2007
Job Business Development Manager at Spectrum Metal Finishing, Inc.
Industry Building Materials
Experience
Spectrum Metal Finishing May 2013 - Present
Red Commerce June 2012 - March 2013
Red Commerce April 2012 - July 2012
Michael Page June 2011 - April 2012
Keystone Trading Group October 2009 - May 2011
Citi May 2008 - August 2008
Morgan Stanley Smith Barney May 2007 - August 2007
Skills
Business Development, Consulting, Management, Leadership, Business Analysis, Metal Coatings, Marketing
Education
Penn State University 2005 — 2009
Bachelor of Science, Economics
Spectrum Metal Finishing May 2013 - Present
Red Commerce June 2012 - March 2013
Red Commerce April 2012 - July 2012
Michael Page June 2011 - April 2012
Keystone Trading Group October 2009 - May 2011
Citi May 2008 - August 2008
Morgan Stanley Smith Barney May 2007 - August 2007
Skills
Business Development, Consulting, Management, Leadership, Business Analysis, Metal Coatings, Marketing
Education
Penn State University 2005 — 2009
Bachelor of Science, Economics
Bruce Bethke's Morgan Stanley Smith Barney Experience March 2010 - August 2011
Job Customer Service / Business Development
Industry Financial Services
Experience
Foamseal Hurricane Adhesives of Florida, Inc. June 2000 - October 2013
Merrill Lynch September 2011 - December 2012
Morgan Stanley Smith Barney March 2010 - August 2011
Pratt and Whitney - A division of United Technologies February 1980 - June 2007
Skills
Budgets, Financial Analysis, Earned Value Management, Process Improvement, Financial Reporting, Risk Management, Strategic Financial..., Accounting, Analysis, Insurance, Business Process..., Program Management, Financial Modeling, Managerial Finance, Data Analysis, Finance, Investments, Asset Managment, Portfolio Management, Financial Goals, Six Sigma, Team Building, Project Management, Change Management, Strategic Planning, Cross-functional Team..., Leadership, Project Planning, Training, Operations Management, Management, Team Leadership, Coaching, Sales, Business Planning, Forecasting
Education
Arizona State University 2002 — 2003
Graduate Certificate, Logistics, Materials, and Supply Chain Management
Palm Beach Atlantic University 1999 — 2001
Masters, Business
Palm Beach Atlantic University 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Foamseal Hurricane Adhesives of Florida, Inc. June 2000 - October 2013
Merrill Lynch September 2011 - December 2012
Morgan Stanley Smith Barney March 2010 - August 2011
Pratt and Whitney - A division of United Technologies February 1980 - June 2007
Skills
Budgets, Financial Analysis, Earned Value Management, Process Improvement, Financial Reporting, Risk Management, Strategic Financial..., Accounting, Analysis, Insurance, Business Process..., Program Management, Financial Modeling, Managerial Finance, Data Analysis, Finance, Investments, Asset Managment, Portfolio Management, Financial Goals, Six Sigma, Team Building, Project Management, Change Management, Strategic Planning, Cross-functional Team..., Leadership, Project Planning, Training, Operations Management, Management, Team Leadership, Coaching, Sales, Business Planning, Forecasting
Education
Arizona State University 2002 — 2003
Graduate Certificate, Logistics, Materials, and Supply Chain Management
Palm Beach Atlantic University 1999 — 2001
Masters, Business
Palm Beach Atlantic University 1999 — 2001
Master of Business Administration (MBA), Business Administration and Management, General
Amanda Craven's Morgan Stanley Smith Barney Experience September 2008 - September 2009
Job Sr. Human Resources Business Partner at Lincoln Financial Group
Industry Human Resources
Experience
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group December 2011 - Present
Lincoln Financial Group September 2009 - December 2011
Morgan Stanley Smith Barney September 2008 - September 2009
Morgan Stanley July 2004 - September 2008
Skills
Onboarding, Talent Acquisition, Performance Management, Talent Management, Recruiting, Succession Planning, Employee Benefits
Education
Penn State University 2000 — 2004
BS, Marketing
Lincoln Financial Group January 2014 - Present
Lincoln Financial Group December 2011 - Present
Lincoln Financial Group September 2009 - December 2011
Morgan Stanley Smith Barney September 2008 - September 2009
Morgan Stanley July 2004 - September 2008
Skills
Onboarding, Talent Acquisition, Performance Management, Talent Management, Recruiting, Succession Planning, Employee Benefits
Education
Penn State University 2000 — 2004
BS, Marketing
Dan Orlosky Dan Orlosky's Morgan Stanley Smith Barney Experience October 2008 - December 2010
Job Portfolio Management Applications Specialist at SEI
Industry Financial Services
Experience
SEI May 2015 - Present
SEI January 2011 - April 2015
Morgan Stanley Smith Barney October 2008 - December 2010
UBS January 2006 - October 2008
Skills
Portfolio Management, Securities, Trading, Investment Strategies, Customer Service, Insurance, Financial Analysis, Mutual Funds, Investments, Asset Managment, Financial Services, Training, Strategy, Wealth Management
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Certificate, Human Resources Management
Penn State University 1995 — 1999
Bachelor, Finance
SEI May 2015 - Present
SEI January 2011 - April 2015
Morgan Stanley Smith Barney October 2008 - December 2010
UBS January 2006 - October 2008
Skills
Portfolio Management, Securities, Trading, Investment Strategies, Customer Service, Insurance, Financial Analysis, Mutual Funds, Investments, Asset Managment, Financial Services, Training, Strategy, Wealth Management
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Certificate, Human Resources Management
Penn State University 1995 — 1999
Bachelor, Finance
Joni Rhodes's Morgan Stanley Smith Barney Experience September 2007 - June 2012
Job Contract Compliance Audit Services Expert
Industry Accounting
Experience
SC&H Group June 2012 - Present
Morgan Stanley Smith Barney September 2007 - June 2012
Morgan Stanley October 2005 - August 2007
Legg Mason June 2004 - October 2005
Skills
Internal Controls, Auditing, Consulting, Contract Management, Microsoft Office, Internal Audit
Education
Pennsylvania State University 2000 — 2004
B.S., Accounting
SC&H Group June 2012 - Present
Morgan Stanley Smith Barney September 2007 - June 2012
Morgan Stanley October 2005 - August 2007
Legg Mason June 2004 - October 2005
Skills
Internal Controls, Auditing, Consulting, Contract Management, Microsoft Office, Internal Audit
Education
Pennsylvania State University 2000 — 2004
B.S., Accounting
William A Evancho, CFP®, CRPC® William A Evancho, CFP®, CRPC®'s Morgan Stanley Smith Barney Experience September 2005 - May 2010
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS May 2010 - Present
Morgan Stanley Smith Barney September 2005 - May 2010
Merrill Lynch January 1998 - September 2005
Education
Penn State University
UBS May 2010 - Present
Morgan Stanley Smith Barney September 2005 - May 2010
Merrill Lynch January 1998 - September 2005
Education
Penn State University
David Lilly David Lilly's Morgan Stanley Smith Barney Experience November 1997 - May 1999
Job First in Green Tourism & Adventure Travel
Industry Recreational Facilities and Services
Experience
NYCSki&Board November 2005 - Present
David Lilly Golf Sales January 2000 - Present
Urban Sherpa Travel January 1995 - Present
Burberry January 2002 - September 2007
Morgan Stanley Smith Barney November 1997 - May 1999
Skills
Management, Sports, Sales, Time Management, Apparel, Merchandising, Event Management, Luxury, Marketing Strategy, New Business Development, Coaching, Retail, Customer Service, Hospitality
Education
Pitzer College 1984 — 1988
BA, History of Ideas
NYCSki&Board November 2005 - Present
David Lilly Golf Sales January 2000 - Present
Urban Sherpa Travel January 1995 - Present
Burberry January 2002 - September 2007
Morgan Stanley Smith Barney November 1997 - May 1999
Skills
Management, Sports, Sales, Time Management, Apparel, Merchandising, Event Management, Luxury, Marketing Strategy, New Business Development, Coaching, Retail, Customer Service, Hospitality
Education
Pitzer College 1984 — 1988
BA, History of Ideas
Marcia Garcia Marcia Garcia's Morgan Stanley Smith Barney Experience January 2010 - August 2010
Job Motion Picture Deal Analysis, Associate Manager at 20th Century Fox
Industry Entertainment
Experience
Fox Filmed Entertainment July 2011 - Present
20th Century Fox August 2010 - July 2011
Morgan Stanley Smith Barney January 2010 - August 2010
Northwestern Mutual May 2009 - March 2010
Skills
Accounting, Forecasting, Analysis, Financial Analysis, Insurance, Investments, Strategic Financial..., Financial Modeling, PeopleSoft, PowerPoint, Microsoft Excel, Outlook, Spreadsheets, Marketing, Spanish, Sales, Microsoft Word, Portfolio Management, Time Management, Data Analysis, Leadership
Education
Pepperdine University 2006 — 2010
Bachelor of Science (B.S.), Finance
Fox Filmed Entertainment July 2011 - Present
20th Century Fox August 2010 - July 2011
Morgan Stanley Smith Barney January 2010 - August 2010
Northwestern Mutual May 2009 - March 2010
Skills
Accounting, Forecasting, Analysis, Financial Analysis, Insurance, Investments, Strategic Financial..., Financial Modeling, PeopleSoft, PowerPoint, Microsoft Excel, Outlook, Spreadsheets, Marketing, Spanish, Sales, Microsoft Word, Portfolio Management, Time Management, Data Analysis, Leadership
Education
Pepperdine University 2006 — 2010
Bachelor of Science (B.S.), Finance
Tina Quarles Tina Quarles's Morgan Stanley Smith Barney Experience September 2003 - June 2005
Job Fitness and Nutrition Expert
Industry Health, Wellness and Fitness
Experience
Personal Trainer December 2012 - Present
Little Drops of Heaven Bakery February 2009 - December 2012
Blue Endo February 2010 - August 2010
Self Employed Fitness Model/Actor February 2006 - January 2010
Morgan Stanley Smith Barney September 2003 - June 2005
Wedbush Morgan Securities February 2002 - September 2003
First Union Securities August 2001 - February 2002
Skills
Bakery Owner, Pastry Chef, Financial Analysis, Insurance, Finance, Customer Service, Securities, Bonds, Networking, Training, Cold Calling, Profit, Contract Management, Advertising, Proposal Writing, Funding, Balance, Cpr Certified, Catalogs, Strategic Financial..., Portfolio Management, Sales, Makeup Artistry, Modeling, Fitness Modeling, Social Media Marketing, Analysis, Budgets, Business Development, Business Planning, CPR Certified, Coaching, Customer Satisfaction, Entrepreneurship, Friendly Personality, Investments, Leadership, Management, Marketing, Marketing Strategy, New Business Development, Nutrition, Public Speaking, Social Networking, Start-ups, Strategic Planning, Team Building, Time Management, Wellness
Education
Pacific University 1995 — 1999
Business Marketing, Marketing
Pacific University
BS Business, Marketing
Personal Trainer December 2012 - Present
Little Drops of Heaven Bakery February 2009 - December 2012
Blue Endo February 2010 - August 2010
Self Employed Fitness Model/Actor February 2006 - January 2010
Morgan Stanley Smith Barney September 2003 - June 2005
Wedbush Morgan Securities February 2002 - September 2003
First Union Securities August 2001 - February 2002
Skills
Bakery Owner, Pastry Chef, Financial Analysis, Insurance, Finance, Customer Service, Securities, Bonds, Networking, Training, Cold Calling, Profit, Contract Management, Advertising, Proposal Writing, Funding, Balance, Cpr Certified, Catalogs, Strategic Financial..., Portfolio Management, Sales, Makeup Artistry, Modeling, Fitness Modeling, Social Media Marketing, Analysis, Budgets, Business Development, Business Planning, CPR Certified, Coaching, Customer Satisfaction, Entrepreneurship, Friendly Personality, Investments, Leadership, Management, Marketing, Marketing Strategy, New Business Development, Nutrition, Public Speaking, Social Networking, Start-ups, Strategic Planning, Team Building, Time Management, Wellness
Education
Pacific University 1995 — 1999
Business Marketing, Marketing
Pacific University
BS Business, Marketing
Marcia Morgan Marcia Morgan's Morgan Stanley Smith Barney Experience January 2009 - July 2009
Job Video Game Journalist Freelance at Common Sense Media
Industry Public Relations and Communications
Experience
Common Sense Media September 2015 - Present
Freelance August 2015 - Present
Extra Life February 2015 - Present
The Mommy Gamers May 2012 - Present
Children's Miracle Network August 2009 - Present
Children's Miracle Network Hospitals January 2015 - May 2015
The Married Gamers January 2011 - January 2012
Sarcastic Gamer September 2008 - September 2011
Morgan Stanley Smith Barney January 2009 - July 2009
United Way of Northeast Florida June 2007 - December 2008
Skills
Podcasting, Blogging, Social Media, Social Networking, Entertainment, New Media, Content Strategy, Editing, Video Production, Creative Writing, Facebook, Editorial, Video Games, Books, Television, Microsoft Office, Web Content, WordPress, Storytelling, Copywriting, Media Relations, Press Releases, Public Relations, Journalism, Interviews, Writing, Social Media Marketing, Public Speaking, Digital Media, Event Planning, Leadership
Education
University of North Florida 2012 — 2015
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Pensacola State College 2008 — 2010
Associate of Arts (AA), Elementary Education and Teaching
Common Sense Media September 2015 - Present
Freelance August 2015 - Present
Extra Life February 2015 - Present
The Mommy Gamers May 2012 - Present
Children's Miracle Network August 2009 - Present
Children's Miracle Network Hospitals January 2015 - May 2015
The Married Gamers January 2011 - January 2012
Sarcastic Gamer September 2008 - September 2011
Morgan Stanley Smith Barney January 2009 - July 2009
United Way of Northeast Florida June 2007 - December 2008
Skills
Podcasting, Blogging, Social Media, Social Networking, Entertainment, New Media, Content Strategy, Editing, Video Production, Creative Writing, Facebook, Editorial, Video Games, Books, Television, Microsoft Office, Web Content, WordPress, Storytelling, Copywriting, Media Relations, Press Releases, Public Relations, Journalism, Interviews, Writing, Social Media Marketing, Public Speaking, Digital Media, Event Planning, Leadership
Education
University of North Florida 2012 — 2015
Bachelor of Science (BS), Public Relations, Advertising, and Applied Communication
Pensacola State College 2008 — 2010
Associate of Arts (AA), Elementary Education and Teaching
Erika Badillo Erika Badillo's Morgan Stanley Smith Barney Experience November 2007 - March 2010
Job Trader/Investment Management
Industry Financial Services
Experience
Self-employed July 2010 - Present
Morgan Stanley Smith Barney November 2007 - March 2010
Citi August 2003 - March 2006
Skills
Equities, Derivatives, Trading, Fixed Income, Bloomberg, Portfolio Management, Investments, Capital Markets, Financial Markets, Options, Financial Modeling, Hedge Funds, Financial Planning, Wealth Management, Compliance, Banking, Technical Analysis, Series 6, Series 7, Series 66, Health and Life..., Strategic Financial...
Education
Universite d' Avignon
Master's degree, International Business/Trade/Commerce
Pontificia Universidad Católica del Ecuador
Bachelor's degree, International Business/Trade/Commerce
Lycee La Condamine 1989 — 1994
High School Diploma, Economics
Self-employed July 2010 - Present
Morgan Stanley Smith Barney November 2007 - March 2010
Citi August 2003 - March 2006
Skills
Equities, Derivatives, Trading, Fixed Income, Bloomberg, Portfolio Management, Investments, Capital Markets, Financial Markets, Options, Financial Modeling, Hedge Funds, Financial Planning, Wealth Management, Compliance, Banking, Technical Analysis, Series 6, Series 7, Series 66, Health and Life..., Strategic Financial...
Education
Universite d' Avignon
Master's degree, International Business/Trade/Commerce
Pontificia Universidad Católica del Ecuador
Bachelor's degree, International Business/Trade/Commerce
Lycee La Condamine 1989 — 1994
High School Diploma, Economics
Dennis Belichenko Dennis Belichenko's Morgan Stanley Smith Barney Experience June 1997 - August 1997
Job Finance / Accounting Consultant at Paramount Pictures
Industry Health, Wellness and Fitness
Experience
Toyota August 2010 - December 2012
Universal McCann May 2007 - September 2009
Multimetrixs, LLC January 2002 - December 2007
TelePacific Communications September 2006 - February 2007
Pepperdine University Graziadio School of Business and Management August 2005 - December 2005
Riviera Partners April 2005 - July 2005
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) September 1999 - April 2003
Decisioneering Inc. April 1998 - September 1999
Dennis's Satellite Services June 1994 - April 1998
Morgan Stanley Smith Barney June 1997 - August 1997
Skills
Economics, Financial Modeling, Financial Analysis, Finance, Corporate Finance, Accounting, Forecasting, Mergers, Valuation, Market Research, Financial Reporting, Managerial Finance, Portfolio Management, Analysis, Entrepreneurship, Investments, Risk Management, Investment Banking, Market Analysis, Banking, Business Strategy, Business Development, Venture Capital, Start-up Ventures, Venture Management, Budgets, Mergers & Acquisitions, Management
Education
Pepperdine University 2004 — 2006
MBA
University of Colorado Denver 1994 — 1998
BA
Toyota August 2010 - December 2012
Universal McCann May 2007 - September 2009
Multimetrixs, LLC January 2002 - December 2007
TelePacific Communications September 2006 - February 2007
Pepperdine University Graziadio School of Business and Management August 2005 - December 2005
Riviera Partners April 2005 - July 2005
MSCI Inc (Formerly Morgan Stanley Capital International & MSCI Barra) September 1999 - April 2003
Decisioneering Inc. April 1998 - September 1999
Dennis's Satellite Services June 1994 - April 1998
Morgan Stanley Smith Barney June 1997 - August 1997
Skills
Economics, Financial Modeling, Financial Analysis, Finance, Corporate Finance, Accounting, Forecasting, Mergers, Valuation, Market Research, Financial Reporting, Managerial Finance, Portfolio Management, Analysis, Entrepreneurship, Investments, Risk Management, Investment Banking, Market Analysis, Banking, Business Strategy, Business Development, Venture Capital, Start-up Ventures, Venture Management, Budgets, Mergers & Acquisitions, Management
Education
Pepperdine University 2004 — 2006
MBA
University of Colorado Denver 1994 — 1998
BA
James Cravotta, MBA, CRPC, CRPS James Cravotta, MBA, CRPC, CRPS's Morgan Stanley Smith Barney Experience August 2007 - 2011
Job UPS Hypo Loan Specialist / Private Wealth Advisor
Industry Investment Management
Experience
Executive Services, LLC - Independent Financial Group June 2015 - Present
Executive Services, LLC - Registered Investment Advisor / Concert WM September 2011 - Present
Morgan Stanley Smith Barney August 2007 - 2011
Merrill Lynch January 1998 - 2007
UPS January 1990 - July 1994
Skills
UPS Hypothecation Loan, UPS Hypo Loans, 401K Self Directed..., Portfolio Management, Wealth Management, Retirement Planning, Strategic Financial..., Investments, Financial Analysis, Tactical Asset..., Employee Stock Options, Options Strategies, Concentrated Stock..., Wealth Preservation..., Tax-advantaged..., Securities Lending, Private Bank, Covered Calls, Loans Administration, 10b5-1 Plans, Rule 144, Section 16, Block Trading, Institutional Accounts, Money Managers, Wrap Accounts, Restricted Stock, Stock Option, Executive Compensation..., Executive Services, Pre-IPO, Asset Managment
Education
University of Oxford, UK 1998 — 1999
Studies, Global Enterprise Management
Pepperdine University 1996 — 1998
MBA, Business Management/Finance
University of Arizona / UOP 1993 — 1996
BSBA, Business Management -
Trabuco Hills High School 1985 — 1988
Diploma, General Education
Executive Services, LLC - Independent Financial Group June 2015 - Present
Executive Services, LLC - Registered Investment Advisor / Concert WM September 2011 - Present
Morgan Stanley Smith Barney August 2007 - 2011
Merrill Lynch January 1998 - 2007
UPS January 1990 - July 1994
Skills
UPS Hypothecation Loan, UPS Hypo Loans, 401K Self Directed..., Portfolio Management, Wealth Management, Retirement Planning, Strategic Financial..., Investments, Financial Analysis, Tactical Asset..., Employee Stock Options, Options Strategies, Concentrated Stock..., Wealth Preservation..., Tax-advantaged..., Securities Lending, Private Bank, Covered Calls, Loans Administration, 10b5-1 Plans, Rule 144, Section 16, Block Trading, Institutional Accounts, Money Managers, Wrap Accounts, Restricted Stock, Stock Option, Executive Compensation..., Executive Services, Pre-IPO, Asset Managment
Education
University of Oxford, UK 1998 — 1999
Studies, Global Enterprise Management
Pepperdine University 1996 — 1998
MBA, Business Management/Finance
University of Arizona / UOP 1993 — 1996
BSBA, Business Management -
Trabuco Hills High School 1985 — 1988
Diploma, General Education
Amy May, CFE Amy May, CFE's Morgan Stanley Smith Barney Experience June 2007 - August 2008
Job Oakgrove Construction
Industry Construction
Experience
Oakgrove Construction November 2014 - Present
Ernst & Young March 2012 - November 2014
Argy, Wiltse & Robinson, P.C. March 2010 - March 2012
Navigant Consulting October 2009 - March 2010
Morgan Stanley Smith Barney June 2007 - August 2008
HSBC June 2006 - August 2006
Skills
Internal Controls, Management Consulting, Due Diligence, Financial Analysis, Financial Modeling, Financial Reporting, Internal Audit, Auditing, Business Process..., Finance
Education
Penn State University 2005 — 2009
Bachelor of Science, Finance
Oakgrove Construction November 2014 - Present
Ernst & Young March 2012 - November 2014
Argy, Wiltse & Robinson, P.C. March 2010 - March 2012
Navigant Consulting October 2009 - March 2010
Morgan Stanley Smith Barney June 2007 - August 2008
HSBC June 2006 - August 2006
Skills
Internal Controls, Management Consulting, Due Diligence, Financial Analysis, Financial Modeling, Financial Reporting, Internal Audit, Auditing, Business Process..., Finance
Education
Penn State University 2005 — 2009
Bachelor of Science, Finance
Andy Waldbaum, CFP®, CRPS® Andy Waldbaum, CFP®, CRPS®'s Morgan Stanley Smith Barney Experience June 2011 - May 2012
Job Branch Manager at Raymond James in Beverly Hills
Industry Financial Services
Experience
Raymond James July 2014 - Present
Merrill Lynch Wealth Management May 2012 - June 2014
Morgan Stanley Smith Barney June 2011 - May 2012
Morgan Stanley Smith Barney November 2007 - June 2011
Smith Barney May 2006 - November 2007
Smith Barney Citigroup April 2003 - May 2006
Merrill Lynch May 1998 - April 2003
Salish Trust January 1996 - May 1998
Skills
Wealth Management, Series 7, Asset Allocation, Investment Advisory, Mutual Funds, Investments, Investment Strategies, Relationship Management, Series 63, Retirement, Securities, Portfolio Management, Bonds, Retirement Planning, Strategic Financial..., Fixed Income, Financial Services, Alternative Investments, Financial Advisory, Financial Planners, Series 65, FINRA, IRAs, Options, Hedge Funds, Equities, Series 24, Strategic Communications, Wealth Management..., Banking, ETFs, Asset Management, Uniform Combined State..., Fixed Annuities, Separately Managed..., Wealth, Private Banking, Asset Managment, Estate Planning, 401k, Finance, Investment Management, High Net Worth..., Series 6, Capital Markets, Financial Markets
Education
Seattle University 1992 — 1995
MBA, Marketing and International Business
Oriel College, University of Oxford 1986 — 1988
MA, English Literature
Pomona College 1982 — 1986
BA, History and English Literature
Manual High School: Denver, Colorado 1978 — 1982
Raymond James July 2014 - Present
Merrill Lynch Wealth Management May 2012 - June 2014
Morgan Stanley Smith Barney June 2011 - May 2012
Morgan Stanley Smith Barney November 2007 - June 2011
Smith Barney May 2006 - November 2007
Smith Barney Citigroup April 2003 - May 2006
Merrill Lynch May 1998 - April 2003
Salish Trust January 1996 - May 1998
Skills
Wealth Management, Series 7, Asset Allocation, Investment Advisory, Mutual Funds, Investments, Investment Strategies, Relationship Management, Series 63, Retirement, Securities, Portfolio Management, Bonds, Retirement Planning, Strategic Financial..., Fixed Income, Financial Services, Alternative Investments, Financial Advisory, Financial Planners, Series 65, FINRA, IRAs, Options, Hedge Funds, Equities, Series 24, Strategic Communications, Wealth Management..., Banking, ETFs, Asset Management, Uniform Combined State..., Fixed Annuities, Separately Managed..., Wealth, Private Banking, Asset Managment, Estate Planning, 401k, Finance, Investment Management, High Net Worth..., Series 6, Capital Markets, Financial Markets
Education
Seattle University 1992 — 1995
MBA, Marketing and International Business
Oriel College, University of Oxford 1986 — 1988
MA, English Literature
Pomona College 1982 — 1986
BA, History and English Literature
Manual High School: Denver, Colorado 1978 — 1982
Eithne McLaren Eithne McLaren's Morgan Stanley Smith Barney Experience February 2010 - Present
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2010 - Present
Banc of America Securities LLC 1999 - 2009
Donaldson, Lufkin & Jenrette January 1988 - February 1999
Skills
Capital Markets, Accounting, Portfolio Management, Series 7, Human Resources, Financial Risk, Banking, Sales, Trading, Investments, Financial Analysis, Securities, CRM, Teamwork, Fixed Income, Equities, Finance
Education
Pasadena City College
Not yet, General Courses
Morgan Stanley Smith Barney February 2010 - Present
Banc of America Securities LLC 1999 - 2009
Donaldson, Lufkin & Jenrette January 1988 - February 1999
Skills
Capital Markets, Accounting, Portfolio Management, Series 7, Human Resources, Financial Risk, Banking, Sales, Trading, Investments, Financial Analysis, Securities, CRM, Teamwork, Fixed Income, Equities, Finance
Education
Pasadena City College
Not yet, General Courses
Thomas Dorsey Thomas Dorsey's Morgan Stanley Smith Barney Experience May 2006 - July 2007
Job Principal at Centerview Partners
Industry Investment Banking
Experience
Centerview Partners June 2013 - Present
Credit Suisse July 2009 - June 2013
Morgan Stanley Smith Barney May 2006 - July 2007
Northrop Grumman Corporation January 2005 - June 2006
Skills
Investment Banking, Financial Analysis, Firm Valuation, Deal Execution, Stock Picking, Value Investing, Fundamental Research, Investments, Valuation, Business Analysis, Competitive Analysis, Strategic Thinking, Team Leadership, Economics, Fundamental Analysis, Financial Modeling, Mergers, Equities, Finance, DCF, Bloomberg, Corporate Finance, Capital Markets, Due Diligence, IPO, Leveraged Finance, Emerging Markets, Market Research, Investment Strategies, Securities, Asset Allocation, Data Analysis, LBO, Equity Research, Fixed Income, Private Equity, Hedge Funds, Series 7, M&A experience, Mergers & Acquisitions, Trading, Analysis, Portfolio Management, Research, Alternative Investments, Restructuring, Strategy, Business Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA, General Management
Penn State University 2000 — 2004
B.S., Finance & International Business minor in Economics
Centerview Partners June 2013 - Present
Credit Suisse July 2009 - June 2013
Morgan Stanley Smith Barney May 2006 - July 2007
Northrop Grumman Corporation January 2005 - June 2006
Skills
Investment Banking, Financial Analysis, Firm Valuation, Deal Execution, Stock Picking, Value Investing, Fundamental Research, Investments, Valuation, Business Analysis, Competitive Analysis, Strategic Thinking, Team Leadership, Economics, Fundamental Analysis, Financial Modeling, Mergers, Equities, Finance, DCF, Bloomberg, Corporate Finance, Capital Markets, Due Diligence, IPO, Leveraged Finance, Emerging Markets, Market Research, Investment Strategies, Securities, Asset Allocation, Data Analysis, LBO, Equity Research, Fixed Income, Private Equity, Hedge Funds, Series 7, M&A experience, Mergers & Acquisitions, Trading, Analysis, Portfolio Management, Research, Alternative Investments, Restructuring, Strategy, Business Strategy
Education
University of Virginia - Darden Graduate School of Business Administration 2007 — 2009
MBA, General Management
Penn State University 2000 — 2004
B.S., Finance & International Business minor in Economics
Grace E. Small, Exec. MBA Candidate's Morgan Stanley Smith Barney Experience October 2008 - July 2009
Job Financial Advisor, Wienken Wealth Management
Industry Financial Services
Experience
The House of Care 2011 - Present
Wienken Wealth Management March 2010 - Present
Morgan Stanley Smith Barney October 2008 - July 2009
Access West Marketing December 2007 - October 2008
UNLV American Marketing Association 2006 - 2008
Education
Penn State University 2014 — 2016
Smeal Executive MBA Candidate, Master's in Business Administration, Current GPA: 3.50
University of Nevada-Las Vegas - College of Business 2003 — 2008
B.S. Business Administration in Marketing, Business Administration and Marketing
The House of Care 2011 - Present
Wienken Wealth Management March 2010 - Present
Morgan Stanley Smith Barney October 2008 - July 2009
Access West Marketing December 2007 - October 2008
UNLV American Marketing Association 2006 - 2008
Education
Penn State University 2014 — 2016
Smeal Executive MBA Candidate, Master's in Business Administration, Current GPA: 3.50
University of Nevada-Las Vegas - College of Business 2003 — 2008
B.S. Business Administration in Marketing, Business Administration and Marketing
Putnam Kling's Morgan Stanley Smith Barney Experience 2010 - February 2012
Job President and CoFounder at Enhance Advisors, LLC Life Enhancement Investments®
Industry Financial Services
Experience
Enhance Advisors, LLC Life Enhancement Investments® October 2012 - Present
Morgan Stanley Smith Barney 2010 - February 2012
Eos Real Assets and Mystic Lands Development May 2004 - May 2010
Skills
Investments, Series 7, Wealth Management, Retirement Planning, Strategic Financial..., Portfolio Management, Financial Analysis, Asset Management, Financial Modeling, Alternative Investments, Series 63, Equities, Public Speaking, Finance, Emerging Markets, Securities, Hedge Funds, Financial Planning
Education
Palm Beach Atlantic University 2006 — 2010
B.S., Business Management/Entrepreneurship
Enhance Advisors, LLC Life Enhancement Investments® October 2012 - Present
Morgan Stanley Smith Barney 2010 - February 2012
Eos Real Assets and Mystic Lands Development May 2004 - May 2010
Skills
Investments, Series 7, Wealth Management, Retirement Planning, Strategic Financial..., Portfolio Management, Financial Analysis, Asset Management, Financial Modeling, Alternative Investments, Series 63, Equities, Public Speaking, Finance, Emerging Markets, Securities, Hedge Funds, Financial Planning
Education
Palm Beach Atlantic University 2006 — 2010
B.S., Business Management/Entrepreneurship
Nicole Cid Nicole Cid's Morgan Stanley Smith Barney Experience January 2011 - May 2011
Job Legal Research Assistant
Industry Law Practice
Experience
Sacramento County District Attorney's Office May 2014 - August 2014
Los Angeles County District Attorney's Office January 2014 - April 2014
Office of the Attorney General of California, Civil Division May 2013 - August 2013
Sacramento County District Attorney's Office May 2013 - August 2013
University of Southern California November 2009 - May 2012
Catalina Marketing May 2011 - August 2011
Morgan Stanley Smith Barney January 2011 - May 2011
City of Roseville May 2009 - August 2009
California Department of Justice May 2009 - August 2009
University of Southern California January 2009 - May 2009
Education
Pepperdine University School of Law 2012 — 2015
Juris Doctor, Law, Top 20%
University of Southern California - Marshall School of Business 2008 — 2012
B.S., Business (Marketing and Advertising) and Public Policy
Sacramento County District Attorney's Office May 2014 - August 2014
Los Angeles County District Attorney's Office January 2014 - April 2014
Office of the Attorney General of California, Civil Division May 2013 - August 2013
Sacramento County District Attorney's Office May 2013 - August 2013
University of Southern California November 2009 - May 2012
Catalina Marketing May 2011 - August 2011
Morgan Stanley Smith Barney January 2011 - May 2011
City of Roseville May 2009 - August 2009
California Department of Justice May 2009 - August 2009
University of Southern California January 2009 - May 2009
Education
Pepperdine University School of Law 2012 — 2015
Juris Doctor, Law, Top 20%
University of Southern California - Marshall School of Business 2008 — 2012
B.S., Business (Marketing and Advertising) and Public Policy
Brian Gass Brian Gass's Morgan Stanley Smith Barney Experience August 1997 - October 2001
Job Sales Director at Brivity
Industry Real Estate
Experience
Brivity May 2014 - Present
RealLaunch September 2012 - Present
Keller Williams Western Realty January 2012 - Present
Gravity Services Incorporated October 2010 - Present
Austin Exploration April 2008 - May 2012
Merrill Lynch 2007 - 2008
Wells Fargo Advisors October 2001 - February 2007
Morgan Stanley Smith Barney August 1997 - October 2001
Skills
Sales Management, Sales Presentations, Marketing Strategy, Client Development, Email Marketing, Salesforce.com, Salesforce.com..., Retirement Planning, Insurance, Pensions, Strategic Financial..., Financial Analysis, Financial Risk, Portfolio Management, Finance, High Net Worth..., Internal Controls, Business Process..., Financial Planners, marketing, Sales, Investment Properties, Marketing, Business Development, Single Family Homes, First Time Home Buyers, Management, New Home Sales, Short Sales, Real Estate, Real Estate Transactions
Education
Washington State University - College of Business and Economics 2011 — 2013
Bachelor of Arts, Accounting
Penn State University 2008 — 2012
Bachelor of Arts (BA), Psychology
Western Washington University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Brivity May 2014 - Present
RealLaunch September 2012 - Present
Keller Williams Western Realty January 2012 - Present
Gravity Services Incorporated October 2010 - Present
Austin Exploration April 2008 - May 2012
Merrill Lynch 2007 - 2008
Wells Fargo Advisors October 2001 - February 2007
Morgan Stanley Smith Barney August 1997 - October 2001
Skills
Sales Management, Sales Presentations, Marketing Strategy, Client Development, Email Marketing, Salesforce.com, Salesforce.com..., Retirement Planning, Insurance, Pensions, Strategic Financial..., Financial Analysis, Financial Risk, Portfolio Management, Finance, High Net Worth..., Internal Controls, Business Process..., Financial Planners, marketing, Sales, Investment Properties, Marketing, Business Development, Single Family Homes, First Time Home Buyers, Management, New Home Sales, Short Sales, Real Estate, Real Estate Transactions
Education
Washington State University - College of Business and Economics 2011 — 2013
Bachelor of Arts, Accounting
Penn State University 2008 — 2012
Bachelor of Arts (BA), Psychology
Western Washington University 1985 — 1989
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Elizabeth Stern's Morgan Stanley Smith Barney Experience June 2009 - July 2009
Job Administrative Assistant at HarperCollins Publishers
Industry Marketing and Advertising
Experience
HarperCollins Publishers April 2011 - Present
Sponsored Projects Services December 2008 - December 2010
Campus Kids Summer Camps Inc. June 2005 - August 2010
Morgan Stanley Smith Barney June 2009 - July 2009
DRUG WORLD PHARMACIES May 2009 - July 2009
United Hospice of Rockland, Inc. January 2003 - January 2009
Skills
Office Management, Microsoft Excel, Event Planning, Research, Telephone Skills, Management, Microsoft Office, PowerPoint, Microsoft Word
Education
Pace University - Lubin School of Business 2014 — 2018
Master of Business Administration (M.B.A.), Information Systems
State University of New York at Buffalo 2007 — 2010
B.S., Marketing / International Business
Clarkstown High School South 2003 — 2007
HarperCollins Publishers April 2011 - Present
Sponsored Projects Services December 2008 - December 2010
Campus Kids Summer Camps Inc. June 2005 - August 2010
Morgan Stanley Smith Barney June 2009 - July 2009
DRUG WORLD PHARMACIES May 2009 - July 2009
United Hospice of Rockland, Inc. January 2003 - January 2009
Skills
Office Management, Microsoft Excel, Event Planning, Research, Telephone Skills, Management, Microsoft Office, PowerPoint, Microsoft Word
Education
Pace University - Lubin School of Business 2014 — 2018
Master of Business Administration (M.B.A.), Information Systems
State University of New York at Buffalo 2007 — 2010
B.S., Marketing / International Business
Clarkstown High School South 2003 — 2007
Jordan Klein Jordan Klein's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Valuation and M&A Transaction Advisor
Industry Management Consulting
Experience
Veralon (formerly DGA Partners and Health Strategies & Solutions) January 2015 - Present
Veralon (formerly DGA Partners and Health Strategies & Solutions) February 2014 - December 2014
Chatham Financial August 2012 - January 2014
Siemens May 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Camp Nock A Mixon Inc June 2007 - August 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Finance, Interest Rate..., Derivatives, Consulting, Microsoft Word, Outlook, Salesforce.com, SNL, PowerPoint, Banking, Bloomberg, Investments, Equities, Financial Modeling
Education
Penn State University 2008 — 2012
Bachelor of Science, Finance
Veralon (formerly DGA Partners and Health Strategies & Solutions) January 2015 - Present
Veralon (formerly DGA Partners and Health Strategies & Solutions) February 2014 - December 2014
Chatham Financial August 2012 - January 2014
Siemens May 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Camp Nock A Mixon Inc June 2007 - August 2009
Skills
Microsoft Excel, Microsoft Office, Financial Analysis, Finance, Interest Rate..., Derivatives, Consulting, Microsoft Word, Outlook, Salesforce.com, SNL, PowerPoint, Banking, Bloomberg, Investments, Equities, Financial Modeling
Education
Penn State University 2008 — 2012
Bachelor of Science, Finance
Justin Hartman Justin Hartman's Morgan Stanley Smith Barney Experience May 2010 - December 2010
Job Fund Financial Analyst at Vanguard
Industry Financial Services
Experience
Vanguard February 2015 - Present
Vanguard August 2012 - January 2015
Vanguard June 2011 - September 2012
Olive Garden Restaurant August 2008 - July 2011
Society for Advancement of Management May 2010 - May 2011
Sailor's Crew Investment Club April 2008 - April 2011
SIFE 2011 - 2011
Morgan Stanley Smith Barney May 2010 - December 2010
Society for Advancement in Management Case Competition January 2010 - April 2010
CFA Institute's Global Investment Research Challenge September 2009 - March 2010
Skills
Financial Analysis, Leadership, Mutual Funds, Management, Microsoft Office, Accounting, Microsoft Excel, Access, PowerPoint, Customer Service, Public Speaking, Investments, Microsoft Word, Event Planning, Fundraising, Strategic Financial..., Prezi, Sustainability, Sustainable Business, Finance
Education
Pennsylvania State University-Great Valley Graduate Center 2012 — 2016
Master of Business Administration (M.B.A.)
Millersville University 2008 — 2011
Bachelor of Science, Business Administration; Accounting
Vanguard February 2015 - Present
Vanguard August 2012 - January 2015
Vanguard June 2011 - September 2012
Olive Garden Restaurant August 2008 - July 2011
Society for Advancement of Management May 2010 - May 2011
Sailor's Crew Investment Club April 2008 - April 2011
SIFE 2011 - 2011
Morgan Stanley Smith Barney May 2010 - December 2010
Society for Advancement in Management Case Competition January 2010 - April 2010
CFA Institute's Global Investment Research Challenge September 2009 - March 2010
Skills
Financial Analysis, Leadership, Mutual Funds, Management, Microsoft Office, Accounting, Microsoft Excel, Access, PowerPoint, Customer Service, Public Speaking, Investments, Microsoft Word, Event Planning, Fundraising, Strategic Financial..., Prezi, Sustainability, Sustainable Business, Finance
Education
Pennsylvania State University-Great Valley Graduate Center 2012 — 2016
Master of Business Administration (M.B.A.)
Millersville University 2008 — 2011
Bachelor of Science, Business Administration; Accounting
Jessica Sewell's Morgan Stanley Smith Barney Experience May 2008 - September 2008
Job Oxford Industries
Industry Apparel & Fashion
Experience
Oxford Industries March 2014 - Present
Oxford Industries May 2011 - March 2014
Abercrombie & Fitch July 2009 - May 2011
BCBG Max Azria September 2005 - May 2009
Morgan Stanley Smith Barney May 2008 - September 2008
Skills
Sales, Retail, Training, Customer Service, Microsoft Office, Photoshop, Inventory Management, Social Media, Microsoft Excel, Marketing, Social Media Marketing, Sales Management, Merchandising, Fashion, Facebook, PowerPoint, Inventory Analysis, Recruiting, Access Database, Interview Skills, Department Budgeting, Budget Monitoring, Budget Process, Intranet
Education
The University of Georgia 2015 — 2017
Master of Business Administration (MBA)
Palm Beach Atlantic University 2005 — 2009
Bachelor of Science (B.S.), International Business
Oxford Industries March 2014 - Present
Oxford Industries May 2011 - March 2014
Abercrombie & Fitch July 2009 - May 2011
BCBG Max Azria September 2005 - May 2009
Morgan Stanley Smith Barney May 2008 - September 2008
Skills
Sales, Retail, Training, Customer Service, Microsoft Office, Photoshop, Inventory Management, Social Media, Microsoft Excel, Marketing, Social Media Marketing, Sales Management, Merchandising, Fashion, Facebook, PowerPoint, Inventory Analysis, Recruiting, Access Database, Interview Skills, Department Budgeting, Budget Monitoring, Budget Process, Intranet
Education
The University of Georgia 2015 — 2017
Master of Business Administration (MBA)
Palm Beach Atlantic University 2005 — 2009
Bachelor of Science (B.S.), International Business
Gino Gabbianelli Gino Gabbianelli's Morgan Stanley Smith Barney Experience August 2010 - April 2012
Job External Advisor Consultant at PIMCO
Industry Financial Services
Experience
PIMCO June 2015 - Present
PIMCO April 2012 - Present
Morgan Stanley Smith Barney August 2010 - April 2012
Creative Financial Group July 2009 - August 2010
Citi Smith Barney May 2008 - August 2008
Johnson and Johnson January 2008 - May 2008
Skills
Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Wealth Management, Asset Allocation, Retirement, Estate Planning, Financial Advisory, Fixed Annuities, Portfolio Management, Alternative Investments, Financial Planning, Sales, Insurance, Management, Finance
Education
Penn State University 2004 — 2008
BS in Business Administration, Finance, International Business
PIMCO June 2015 - Present
PIMCO April 2012 - Present
Morgan Stanley Smith Barney August 2010 - April 2012
Creative Financial Group July 2009 - August 2010
Citi Smith Barney May 2008 - August 2008
Johnson and Johnson January 2008 - May 2008
Skills
Investments, Mutual Funds, Retirement Planning, Strategic Financial..., Wealth Management, Asset Allocation, Retirement, Estate Planning, Financial Advisory, Fixed Annuities, Portfolio Management, Alternative Investments, Financial Planning, Sales, Insurance, Management, Finance
Education
Penn State University 2004 — 2008
BS in Business Administration, Finance, International Business
Jess Garfinkel Jess Garfinkel's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Ad Ops Associate at Amazon
Industry
Experience
Amazon February 2014 - Present
Golf Digest May 2013 - February 2014
Conde Nast June 2012 - May 2013
The Pennsylvania State University August 2008 - June 2012
Conde Nast June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Microsoft Excel, Access, Visio, PowerPoint, Team Leadership, Marketing, DART for Publishers, DART for Advertisers, PeopleSoft, Mediaplex, Atlas AdManager, Omniture, Digital Media
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Marketing
IES Rome Abroad Center 2011 — 2011
Minor, International Business
Amazon February 2014 - Present
Golf Digest May 2013 - February 2014
Conde Nast June 2012 - May 2013
The Pennsylvania State University August 2008 - June 2012
Conde Nast June 2011 - August 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Skills
Microsoft Excel, Access, Visio, PowerPoint, Team Leadership, Marketing, DART for Publishers, DART for Advertisers, PeopleSoft, Mediaplex, Atlas AdManager, Omniture, Digital Media
Education
Penn State University 2008 — 2012
Bachelor of Science (B.S.), Marketing
IES Rome Abroad Center 2011 — 2011
Minor, International Business
Brian A. Delrio Brian A. Delrio's Morgan Stanley Smith Barney Experience May 2010 - July 2011
Job President, Campus Administrator at Briarwood Manor
Industry Hospital & Health Care
Experience
Briarwood Manor July 2011 - Present
Century 21 May 2005 - Present
Morgan Stanley Smith Barney May 2010 - July 2011
ParenteBeard LLC November 2009 - April 2010
Altman, Greenfield & Selvaggi May 2008 - October 2009
Robert Rossi & Company December 2007 - May 2008
McGrail, Merkel, Quinn & Associates January 2007 - April 2007
Prudential Financial April 2006 - September 2006
United States Navy July 2000 - July 2004
Skills
Accounting, Real Estate, QuickBooks, Financial Analysis, Small Business, Financial Reporting, Budgets, Tax, Strategic Financial..., Bookkeeping, Finance, Financial Accounting, Management, Tax Preparation
Education
University of Scranton 2006 — 2008
B.S., Accounting
Penn State University 2004 — 2006
Wallenpaupack 1996 — 2000
Briarwood Manor July 2011 - Present
Century 21 May 2005 - Present
Morgan Stanley Smith Barney May 2010 - July 2011
ParenteBeard LLC November 2009 - April 2010
Altman, Greenfield & Selvaggi May 2008 - October 2009
Robert Rossi & Company December 2007 - May 2008
McGrail, Merkel, Quinn & Associates January 2007 - April 2007
Prudential Financial April 2006 - September 2006
United States Navy July 2000 - July 2004
Skills
Accounting, Real Estate, QuickBooks, Financial Analysis, Small Business, Financial Reporting, Budgets, Tax, Strategic Financial..., Bookkeeping, Finance, Financial Accounting, Management, Tax Preparation
Education
University of Scranton 2006 — 2008
B.S., Accounting
Penn State University 2004 — 2006
Wallenpaupack 1996 — 2000
Sharon L Ford Sharon L Ford's Morgan Stanley Smith Barney Experience October 1980 - September 2007
Job Vice PresidentWealth Management, UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc. September 2007 - Present
Morgan Stanley Smith Barney October 1980 - September 2007
Skills
Wealth Management
Education
Portland State University
BS Degree, Liberal Arts
Washington High School
UBS Financial Services Inc. September 2007 - Present
Morgan Stanley Smith Barney October 1980 - September 2007
Skills
Wealth Management
Education
Portland State University
BS Degree, Liberal Arts
Washington High School
Stephen Polizzi Stephen Polizzi's Morgan Stanley Smith Barney Experience March 2010 - December 2011
Job Financial Planner at Lenox Advisors, Inc.
Industry Financial Services
Experience
Lenox Advisors August 2013 - Present
Morgan Stanley Wealth Management February 2012 - August 2013
Morgan Stanley Smith Barney March 2010 - December 2011
ING April 2007 - January 2009
Diversified January 2000 - January 2006
Skills
Retirement Planning, Wealth Management, Asset Allocation, Retirement, Series 7, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Series 63, Portfolio Management, Investment Strategies, Certified Financial..., Chartered Retirement..., Series 65, Life & Health Insurance..., Certified Employee..., Series 6
Education
Pace University - Lubin School of Business 1996 — 1999
Bachelor of Business Administration (BBA), Finance, General
Lenox Advisors August 2013 - Present
Morgan Stanley Wealth Management February 2012 - August 2013
Morgan Stanley Smith Barney March 2010 - December 2011
ING April 2007 - January 2009
Diversified January 2000 - January 2006
Skills
Retirement Planning, Wealth Management, Asset Allocation, Retirement, Series 7, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Series 63, Portfolio Management, Investment Strategies, Certified Financial..., Chartered Retirement..., Series 65, Life & Health Insurance..., Certified Employee..., Series 6
Education
Pace University - Lubin School of Business 1996 — 1999
Bachelor of Business Administration (BBA), Finance, General
Jerrold A. Beyer, Jr., CIMA® Jerrold A. Beyer, Jr., CIMA®'s Morgan Stanley Smith Barney Experience May 2000 - September 2005
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors February 2010 - Present
UBS Wealth Management September 2005 - February 2010
Morgan Stanley Smith Barney May 2000 - September 2005
Merrill Lynch 1998 - 2000
Skills
401(k) Rollovers, Beneficiary Planning, Stretch IRAs, Income Preservation..., Tax-Efficient..., Investments, Retirement, Financial Advisory, Asset Allocation, Fixed Annuities, Strategy, Finance, Insurance, Variable Annuities, Multi-generational..., Liability Management, Weath Transfer, Business-Owner Planning, Concentrated Stock..., Fixed Income Strategies, Multi-Generational..., Risk Management, 401(k) Plans, Employer Sponsored..., Solo 401(k) Plans
Education
University of Pennsylvania - The Wharton School 2005 — 2006
CIMA® Certification Program
Washington State University 1994 — 1996
MA
University of Idaho 1989 — 1994
BA
Pontificia Universidad Católica del Ecuador 1992 — 1993
Wells Fargo Advisors February 2010 - Present
UBS Wealth Management September 2005 - February 2010
Morgan Stanley Smith Barney May 2000 - September 2005
Merrill Lynch 1998 - 2000
Skills
401(k) Rollovers, Beneficiary Planning, Stretch IRAs, Income Preservation..., Tax-Efficient..., Investments, Retirement, Financial Advisory, Asset Allocation, Fixed Annuities, Strategy, Finance, Insurance, Variable Annuities, Multi-generational..., Liability Management, Weath Transfer, Business-Owner Planning, Concentrated Stock..., Fixed Income Strategies, Multi-Generational..., Risk Management, 401(k) Plans, Employer Sponsored..., Solo 401(k) Plans
Education
University of Pennsylvania - The Wharton School 2005 — 2006
CIMA® Certification Program
Washington State University 1994 — 1996
MA
University of Idaho 1989 — 1994
BA
Pontificia Universidad Católica del Ecuador 1992 — 1993
Melissa Monge Melissa Monge's Morgan Stanley Smith Barney Experience January 1999 - February 2001
Job CoOwner of Guardian Angels Sitting Service LLC.
Industry Staffing and Recruiting
Experience
Guardian Angels Sitting Service LLC. June 2009 - Present
Guardian Angels Sitting Service LLC April 2009 - Present
Marriott's Surfwatch at March 2008 - May 2009
Marriott's Fairway Villas at Seaview April 2002 - February 2008
Marriott January 2005 - May 2006
Marriott May 2005 - December 2005
Marriott February 2005 - May 2005
Marriott's Ocean Pointe February 2001 - April 2002
Morgan Stanley Smith Barney January 1999 - February 2001
Skills
Sales, Marketing, Customer Service, Selling, Advertising, Marketing Management, Recruiting, Event Planning, Budgets, Restaurants, Sales Process, Tourism, Market Planning, Social Media, Training, New Business Development, Entrepreneurship, Coaching, Social Networking, Hotels, Online Marketing, Leadership, Sales Management, Event Management, Email Marketing, Social Media Marketing, Team Building, Marketing Communications, Account Management, Microsoft Excel, Networking, PowerPoint, Start-ups, Trade Shows, Online Advertising, Sales Presentations, Public Relations, Program Management, Marketing Strategy, Small Business, Hospitality, Inventory Management, Strategic Planning
Education
Palm Beach Atlantic University 1998 — 2000
Bachelor of Applied Science (B.A.Sc.), Business Management
Palm Beach Atlantic University West Palm
Bachelor of Science Degree, Business Management and
Seashore Real Estate School
New Jersey Real Estate License
Stockton University
Masters, Business Administration
University of Phoenix Online
Master of Business Administration (M.B.A.), General Courses
Guardian Angels Sitting Service LLC. June 2009 - Present
Guardian Angels Sitting Service LLC April 2009 - Present
Marriott's Surfwatch at March 2008 - May 2009
Marriott's Fairway Villas at Seaview April 2002 - February 2008
Marriott January 2005 - May 2006
Marriott May 2005 - December 2005
Marriott February 2005 - May 2005
Marriott's Ocean Pointe February 2001 - April 2002
Morgan Stanley Smith Barney January 1999 - February 2001
Skills
Sales, Marketing, Customer Service, Selling, Advertising, Marketing Management, Recruiting, Event Planning, Budgets, Restaurants, Sales Process, Tourism, Market Planning, Social Media, Training, New Business Development, Entrepreneurship, Coaching, Social Networking, Hotels, Online Marketing, Leadership, Sales Management, Event Management, Email Marketing, Social Media Marketing, Team Building, Marketing Communications, Account Management, Microsoft Excel, Networking, PowerPoint, Start-ups, Trade Shows, Online Advertising, Sales Presentations, Public Relations, Program Management, Marketing Strategy, Small Business, Hospitality, Inventory Management, Strategic Planning
Education
Palm Beach Atlantic University 1998 — 2000
Bachelor of Applied Science (B.A.Sc.), Business Management
Palm Beach Atlantic University West Palm
Bachelor of Science Degree, Business Management and
Seashore Real Estate School
New Jersey Real Estate License
Stockton University
Masters, Business Administration
University of Phoenix Online
Master of Business Administration (M.B.A.), General Courses
Michael Wajda's Morgan Stanley Smith Barney Experience June 2009 - Present
Job at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citi March 2006 - January 2009
Merrill Lynch September 2001 - March 2006
Skills
Series 7, Wealth Management, Equities, Financial Services, Business Analysis, Securities, Business Strategy, Product Management, Re-engineering, Product Development, Project Management, Software Development..., Process Redesign, Mockups, Equity Compensation, Business Workflows, SharePoint, Process Flow, Software Requirements, Business Requirements, Business Process..., 10b5-1 Plans, JIRA, Requirements Analysis, Regulatory Requirements
Education
Stevens Institute of Technology 2011 — 2013
MS, Computer Science
Penn State University 1997 — 2001
BS, Psychology
Morgan Stanley Smith Barney June 2009 - Present
Citi March 2006 - January 2009
Merrill Lynch September 2001 - March 2006
Skills
Series 7, Wealth Management, Equities, Financial Services, Business Analysis, Securities, Business Strategy, Product Management, Re-engineering, Product Development, Project Management, Software Development..., Process Redesign, Mockups, Equity Compensation, Business Workflows, SharePoint, Process Flow, Software Requirements, Business Requirements, Business Process..., 10b5-1 Plans, JIRA, Requirements Analysis, Regulatory Requirements
Education
Stevens Institute of Technology 2011 — 2013
MS, Computer Science
Penn State University 1997 — 2001
BS, Psychology
Hector Montoya's Morgan Stanley Smith Barney Experience July 2009 - Present
Job Morgan Stanley
Industry Banking
Experience
Morgan Stanley Smith Barney July 2009 - Present
Skills
SDLC, Financial Services, Wealth Management, Business Analysis, Series 7, Portfolio Management, Banking, Trading Systems, Vendor Management, Product Management, Software Project..., Risk Management, Project Management, PMO, Program Management, Equities, Strategy, Mutual Funds
Education
Pace University - Lubin School of Business 2002 — 2006
Master of Business Administration (MBA)
Morgan Stanley Smith Barney July 2009 - Present
Skills
SDLC, Financial Services, Wealth Management, Business Analysis, Series 7, Portfolio Management, Banking, Trading Systems, Vendor Management, Product Management, Software Project..., Risk Management, Project Management, PMO, Program Management, Equities, Strategy, Mutual Funds
Education
Pace University - Lubin School of Business 2002 — 2006
Master of Business Administration (MBA)
Ronald Wetzel's Morgan Stanley Smith Barney Experience April 2001 - Present
Job Sr. Vice President/Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2001 - Present
Education
Penn State University 1984 — 1987
Morgan Stanley Smith Barney April 2001 - Present
Education
Penn State University 1984 — 1987
Howie Kapp's Morgan Stanley Smith Barney Experience 2001 - 2005
Job VPSales at General Container
Industry Packaging and Containers
Experience
General Container 2005 - Present
Morgan Stanley Smith Barney 2001 - 2005
Merrill Lynch 1996 - 2001
Skills
Sales, Financial Analysis, Sales Management, Negotiation, Strategic Planning, Investments, New Business Development, Team Building, Budgets, Start-ups, Strategic Partnerships, Account Management, Process Improvement, Contract Negotiation, Product Development, Marketing, Business Planning, International Sales, Key Account Management, Competitive Analysis, Solution Selling, Inventory Management, Asset Management, Selling, Business Strategy, Business Development
Education
Penn State University 1991 — 1995
Finance, Finance, Economics
Marlboro High School
General Container 2005 - Present
Morgan Stanley Smith Barney 2001 - 2005
Merrill Lynch 1996 - 2001
Skills
Sales, Financial Analysis, Sales Management, Negotiation, Strategic Planning, Investments, New Business Development, Team Building, Budgets, Start-ups, Strategic Partnerships, Account Management, Process Improvement, Contract Negotiation, Product Development, Marketing, Business Planning, International Sales, Key Account Management, Competitive Analysis, Solution Selling, Inventory Management, Asset Management, Selling, Business Strategy, Business Development
Education
Penn State University 1991 — 1995
Finance, Finance, Economics
Marlboro High School
Gregory Sabbato's Morgan Stanley Smith Barney Experience September 2008 - Present
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2008 - Present
Countrywide Financial January 2005 - November 2007
Centex Home Equity 2004 - 2005
H&R Block/Option One Mortgage 2001 - 2003
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2008
MBA, Finance
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2006
BS, Business Management
The Ohio State University 1985 — 1990
Morgan Stanley Smith Barney September 2008 - Present
Countrywide Financial January 2005 - November 2007
Centex Home Equity 2004 - 2005
H&R Block/Option One Mortgage 2001 - 2003
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2007 — 2008
MBA, Finance
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2006
BS, Business Management
The Ohio State University 1985 — 1990
Keri Goldberg's Morgan Stanley Smith Barney Experience May 2011 - Present
Job Senior Reg'd Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2011 - Present
Bernstein Global Wealth Management February 1996 - May 2011
Education
Penn State University 1991 — 1995
BS, Finance and International Business
Morgan Stanley Smith Barney May 2011 - Present
Bernstein Global Wealth Management February 1996 - May 2011
Education
Penn State University 1991 — 1995
BS, Finance and International Business
Glen Carnes, MBA's Morgan Stanley Smith Barney Experience January 2008 - September 2010
Job Chairman & CEO at Global Vision Holdings, Inc (GVHIB)
Industry Financial Services
Experience
Global Vision Holdings, Inc. (GVHIB) June 2011 - Present
Tryon & Co. October 2010 - June 2011
Morgan Stanley Smith Barney January 2008 - September 2010
Morgan Stanley Smith Barney January 2008 - September 2010
Bank of America 2006 - 2007
Skills
Credit, Loans, Mergers, Aquisition, Asset Based Finance, Management Accounting, Leadership, Investments, Asset Managment, Financial Modeling, Mergers, Asset Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2009
MBA, Banking, Corporate, Finance, and Securities Law
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2006
Global Vision Holdings, Inc. (GVHIB) June 2011 - Present
Tryon & Co. October 2010 - June 2011
Morgan Stanley Smith Barney January 2008 - September 2010
Morgan Stanley Smith Barney January 2008 - September 2010
Bank of America 2006 - 2007
Skills
Credit, Loans, Mergers, Aquisition, Asset Based Finance, Management Accounting, Leadership, Investments, Asset Managment, Financial Modeling, Mergers, Asset Management
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2008 — 2009
MBA, Banking, Corporate, Finance, and Securities Law
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2006
Robert Huntington, MBA's Morgan Stanley Smith Barney Experience March 2011 - December 2011
Job Finance/Portfolio Management and Currently Pursuing an MS in Acconting
Industry Investment Management
Experience
Santander Bank, N.A. June 2013 - Present
JP Morgan March 2012 - December 2012
Morgan Stanley Smith Barney March 2011 - December 2011
Morgan Stanley Smith Barney March 2010 - March 2011
Morgan Stanley Smith Barney January 2009 - March 2010
Morgan Stanley Smith Barney February 2007 - December 2008
A division of PNC Bank August 2005 - February 2007
TD Waterhouse May 2000 - August 2004
Skills
Portfolio Management, Investments, Financial Planning, Wealth Management, Series 7, Asset Management, Client Service, Investment Strategies, Securities, Equities, Banking, Valuation, Financial Analysis, Financial Reporting, Analysis, Word, Microsoft Office, Research, Account Management, Mutual Funds, Derivatives, Asset, Asset Allocation, Financial Modeling, Excel, Options, Fixed Income, Member of Toastmasters, Microsoft Excel, Public Speaking, Life Insurance, Health Insurance, Capital Markets, Finance, Investment Management, Financial Advisory
Education
Wilmington University 2007 — 2009
MBA, Finance, GPA: 3.97/4.00
Plymouth State University
Bachelor of Arts
White Plains High School
Santander Bank, N.A. June 2013 - Present
JP Morgan March 2012 - December 2012
Morgan Stanley Smith Barney March 2011 - December 2011
Morgan Stanley Smith Barney March 2010 - March 2011
Morgan Stanley Smith Barney January 2009 - March 2010
Morgan Stanley Smith Barney February 2007 - December 2008
A division of PNC Bank August 2005 - February 2007
TD Waterhouse May 2000 - August 2004
Skills
Portfolio Management, Investments, Financial Planning, Wealth Management, Series 7, Asset Management, Client Service, Investment Strategies, Securities, Equities, Banking, Valuation, Financial Analysis, Financial Reporting, Analysis, Word, Microsoft Office, Research, Account Management, Mutual Funds, Derivatives, Asset, Asset Allocation, Financial Modeling, Excel, Options, Fixed Income, Member of Toastmasters, Microsoft Excel, Public Speaking, Life Insurance, Health Insurance, Capital Markets, Finance, Investment Management, Financial Advisory
Education
Wilmington University 2007 — 2009
MBA, Finance, GPA: 3.97/4.00
Plymouth State University
Bachelor of Arts
White Plains High School
Shari Chiarulli's Morgan Stanley Smith Barney Experience June 2009 - March 2010
Job Director at UBS
Industry Financial Services
Experience
UBS July 2010 - Present
Morgan Stanley Smith Barney June 2009 - March 2010
Smith Barney 2006 - June 2009
Citi 2006 - June 2009
Prudential 1990 - 2006
Prudential Securities 1990 - 2006
prudential investments 1990 - 2006
Prudential Financial 1990 - 2006
Drexel Burnham Lambert 1978 - 1989
Education
Pace University - Lubin School of Business 1977 — 1981
UBS July 2010 - Present
Morgan Stanley Smith Barney June 2009 - March 2010
Smith Barney 2006 - June 2009
Citi 2006 - June 2009
Prudential 1990 - 2006
Prudential Securities 1990 - 2006
prudential investments 1990 - 2006
Prudential Financial 1990 - 2006
Drexel Burnham Lambert 1978 - 1989
Education
Pace University - Lubin School of Business 1977 — 1981
Dan Evans's Morgan Stanley Smith Barney Experience October 2010 - February 2012
Job Manager, National Accounts at Palo Alto Technology
Industry Online Media
Experience
Palo Alto Technology December 2013 - Present
Site Altitude April 2013 - Present
Alive Medical Group 2012 - 2014
Morgan Stanley Smith Barney October 2010 - February 2012
Compete Consulting Group April 2009 - October 2010
Calamigos Ranch - Malibu September 2006 - April 2009
Malibu Conference Center May 2008 - March 2009
Skills
Marketing, Financial Analysis, Financial Goals, Public Relations, Advertising, Entrepreneurship, Fundamental Analysis, Financial Modeling, Operational Efficiency, Real Estate, Defined Benefit, International Finance, Finance, Management, Asset Allocation, Strategy, Social Media, Leadership, Microsoft Office, Social Media Marketing, Social Networking, Customer Service
Education
Pepperdine University 2004 — 2008
Bachelor of Science, International Business
Palo Alto Technology December 2013 - Present
Site Altitude April 2013 - Present
Alive Medical Group 2012 - 2014
Morgan Stanley Smith Barney October 2010 - February 2012
Compete Consulting Group April 2009 - October 2010
Calamigos Ranch - Malibu September 2006 - April 2009
Malibu Conference Center May 2008 - March 2009
Skills
Marketing, Financial Analysis, Financial Goals, Public Relations, Advertising, Entrepreneurship, Fundamental Analysis, Financial Modeling, Operational Efficiency, Real Estate, Defined Benefit, International Finance, Finance, Management, Asset Allocation, Strategy, Social Media, Leadership, Microsoft Office, Social Media Marketing, Social Networking, Customer Service
Education
Pepperdine University 2004 — 2008
Bachelor of Science, International Business
Eileen Hillock's Morgan Stanley Smith Barney Experience 1989 - November 2013
Job President and CMO GUARDIAN Sports
Industry Financial Services
Experience
GUARDIAN Sports November 2014 - Present
Guardian Sports 2014 - 2015
Morgan Stanley December 2004 - November 2013
Morgan Stanley Smith Barney 1989 - November 2013
Wharton Business School 2007 - 2009
JP Morgan June 1986 - October 1989
Skills
Leadership Development, Risk Management, Project Management, Training & Development, Financial Services, Event Planning, Management, Talent Management, Coaching, New Business Development, Wealth Management, Program Management, Training Delivery, Event Photography, Vendor Management, Operational Risk, Leadership, Financial Risk, Operating Budgets, Operational Risk..., Strategy, Executive Management, Investment Advisory, FINRA, Relationship Management, Team Leadership, Financial Markets, Conference Coordination, Program Coordination, Business Continuity..., Business Process..., Social Media Marketing, Online Marketing, Market Research, Portrait Photography, Youth Empowerment, Community Engagement, Securities, Strategic Communications, Marketing, Strategic Planning
Education
Pace University - Lubin School of Business
BBA, Management Information Systems (MIS)
GUARDIAN Sports November 2014 - Present
Guardian Sports 2014 - 2015
Morgan Stanley December 2004 - November 2013
Morgan Stanley Smith Barney 1989 - November 2013
Wharton Business School 2007 - 2009
JP Morgan June 1986 - October 1989
Skills
Leadership Development, Risk Management, Project Management, Training & Development, Financial Services, Event Planning, Management, Talent Management, Coaching, New Business Development, Wealth Management, Program Management, Training Delivery, Event Photography, Vendor Management, Operational Risk, Leadership, Financial Risk, Operating Budgets, Operational Risk..., Strategy, Executive Management, Investment Advisory, FINRA, Relationship Management, Team Leadership, Financial Markets, Conference Coordination, Program Coordination, Business Continuity..., Business Process..., Social Media Marketing, Online Marketing, Market Research, Portrait Photography, Youth Empowerment, Community Engagement, Securities, Strategic Communications, Marketing, Strategic Planning
Education
Pace University - Lubin School of Business
BBA, Management Information Systems (MIS)
Michele Oswalt's Morgan Stanley Smith Barney Experience January 2010 - February 2011
Job Campaign Manager at Flashtalking, Inc.
Industry Online Media
Experience
Flashtalking, Inc. April 2013 - Present
Thismoment, Inc June 2012 - October 2012
thisMoment, Inc February 2011 - May 2012
Morgan Stanley Smith Barney January 2010 - February 2011
Strategic Workforce Solutions October 2007 - November 2008
Neuberger Berman February 2006 - October 2007
Skills
Account Management, Salesforce.com, Online Advertising, Sales, SaaS, Analytics, Advertising, Lead Generation, Social Media Marketing, Digital Strategy, Facebook, Recruiting, Digital Marketing, Interactive Marketing, Digital Media, CRM, Online Marketing, Mobile Marketing, Web Analytics
Education
Penn State University 2000 — 2004
BS, Marketing & International Business
Università Commerciale 'Luigi Bocconi' / Bocconi University 2003 — 2003
Study Abroad
Flashtalking, Inc. April 2013 - Present
Thismoment, Inc June 2012 - October 2012
thisMoment, Inc February 2011 - May 2012
Morgan Stanley Smith Barney January 2010 - February 2011
Strategic Workforce Solutions October 2007 - November 2008
Neuberger Berman February 2006 - October 2007
Skills
Account Management, Salesforce.com, Online Advertising, Sales, SaaS, Analytics, Advertising, Lead Generation, Social Media Marketing, Digital Strategy, Facebook, Recruiting, Digital Marketing, Interactive Marketing, Digital Media, CRM, Online Marketing, Mobile Marketing, Web Analytics
Education
Penn State University 2000 — 2004
BS, Marketing & International Business
Università Commerciale 'Luigi Bocconi' / Bocconi University 2003 — 2003
Study Abroad
Ted Schuricht's Morgan Stanley Smith Barney Experience January 2010 - April 2011
Job J.D. CandidateRutgersCamden School of Law
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2010 - April 2011
International Fund Services March 2008 - January 2010
Smith Barney May 2006 - September 2006
Commerce Capital Markets May 2004 - September 2004
Education
Rutgers University School of Law - Camden 2012 — 2015
Doctor of Law (J.D.)
Penn State University 2003 — 2007
B.S., Economics
Morgan Stanley Smith Barney January 2010 - April 2011
International Fund Services March 2008 - January 2010
Smith Barney May 2006 - September 2006
Commerce Capital Markets May 2004 - September 2004
Education
Rutgers University School of Law - Camden 2012 — 2015
Doctor of Law (J.D.)
Penn State University 2003 — 2007
B.S., Economics
Brad Rambo's Morgan Stanley Smith Barney Experience February 1993 - Present
Job employee of MorganStanleySmithBarney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 1993 - Present
Education
Pomona College 1981 — 1985
Morgan Stanley Smith Barney February 1993 - Present
Education
Pomona College 1981 — 1985
Jeff Zaks's Morgan Stanley Smith Barney Experience May 2009 - July 2009
Job Vice President at OneWest Bank
Industry Banking
Experience
OneWest Bank July 2011 - Present
Disney ABC Television Group June 2011 - July 2011
Revolution Capital Group September 2010 - January 2011
Summit Entertainment April 2010 - August 2010
Content Partners, LLC March 2010 - July 2010
Morgan Stanley Smith Barney May 2009 - July 2009
Endemol USA March 2009 - July 2009
MTV Networks March 2009 - July 2009
2929 Productions September 2006 - January 2009
William Morris Agency July 2005 - September 2006
Skills
Entertainment, Television, Film, Digital Media, Investments, Film Finance, Capital Markets, Senior Debt, Commercial Lending, Business Development
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA, Finance
University of California, Davis 1998 — 2003
BS, Mechanical Engineering
OneWest Bank July 2011 - Present
Disney ABC Television Group June 2011 - July 2011
Revolution Capital Group September 2010 - January 2011
Summit Entertainment April 2010 - August 2010
Content Partners, LLC March 2010 - July 2010
Morgan Stanley Smith Barney May 2009 - July 2009
Endemol USA March 2009 - July 2009
MTV Networks March 2009 - July 2009
2929 Productions September 2006 - January 2009
William Morris Agency July 2005 - September 2006
Skills
Entertainment, Television, Film, Digital Media, Investments, Film Finance, Capital Markets, Senior Debt, Commercial Lending, Business Development
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2009 — 2011
MBA, Finance
University of California, Davis 1998 — 2003
BS, Mechanical Engineering
Lucy Coolidge's Morgan Stanley Smith Barney Experience May 1998 - May 2000
Job Independent Composer/Writer
Industry Music
Experience
Self - Employed (Special Projects) 1971 - Present
Barnard College February 2003 - August 2014
iNautix Technologies May 2000 - January 2002
Morgan Stanley Smith Barney May 1998 - May 2000
Skills
music, Musical Theatre, Creative Writing, Microsoft Office, Composition, Lyricist, Playwriting, Finale, Research, Music, HTML, Editing, Theatre, Nonprofits, Singing, Performing Arts, Professional Organizing
Education
Yale School of Music
MM
Pomona College
BA
Chubb Institute
Diploma in Computer Programming
Cambridge School of Weston
Self - Employed (Special Projects) 1971 - Present
Barnard College February 2003 - August 2014
iNautix Technologies May 2000 - January 2002
Morgan Stanley Smith Barney May 1998 - May 2000
Skills
music, Musical Theatre, Creative Writing, Microsoft Office, Composition, Lyricist, Playwriting, Finale, Research, Music, HTML, Editing, Theatre, Nonprofits, Singing, Performing Arts, Professional Organizing
Education
Yale School of Music
MM
Pomona College
BA
Chubb Institute
Diploma in Computer Programming
Cambridge School of Weston
Megan Stokols's Morgan Stanley Smith Barney Experience November 2010 - December 2012
Job Consulting Group Analyst at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley Smith Barney November 2010 - December 2012
Johnston Lemon May 2007 - October 2010
Education
Penn State University 2003 — 2006
Bachelors, Economics
Morgan Stanley Wealth Management November 2012 - Present
Morgan Stanley Smith Barney November 2010 - December 2012
Johnston Lemon May 2007 - October 2010
Education
Penn State University 2003 — 2006
Bachelors, Economics
Douglas Schreck's Morgan Stanley Smith Barney Experience March 2011 - Present
Job Complex Service Manager
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2011 - Present
Education
Penn State University
Morgan Stanley Smith Barney March 2011 - Present
Education
Penn State University
Jared Stanley's Morgan Stanley Smith Barney Experience October 2010 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 2010 - Present
Rosenzweig & Associates WMG, LLC January 2008 - March 2011
Rosenzweig & Associates WMG, LLC January 2008 - August 2009
Education
Penn State University
Business Adminitration, Finance
West Virginia University
Morgan Stanley Smith Barney October 2010 - Present
Rosenzweig & Associates WMG, LLC January 2008 - March 2011
Rosenzweig & Associates WMG, LLC January 2008 - August 2009
Education
Penn State University
Business Adminitration, Finance
West Virginia University
Robert Noethiger's Morgan Stanley Smith Barney Experience April 1995 - Present
Job Executive Director at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney April 1995 - Present
Education
Pace University - Lubin School of Business
BBA, Management Information Systems
Morgan Stanley Smith Barney April 1995 - Present
Education
Pace University - Lubin School of Business
BBA, Management Information Systems
Tyler Lenda's Morgan Stanley Smith Barney Experience December 2006 - Present
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2006 - Present
Amsterdam Admirals of NFL Europe February 2004 - June 2006
Education
Penn State University 1998 — 2002
Liberal Arts, History
Morgan Stanley Smith Barney December 2006 - Present
Amsterdam Admirals of NFL Europe February 2004 - June 2006
Education
Penn State University 1998 — 2002
Liberal Arts, History
Blake Parrish's Morgan Stanley Smith Barney Experience 2009 - 2011
Job Conservative Practitioner | Financial Matters |
Industry Investment Management
Experience
B P Financial Associates January 2013 - Present
Merrill Lynch January 2011 - February 2013
Morgan Stanley Smith Barney 2009 - 2011
The Ritz-Carlton Hotel Company LLC April 2005 - January 2008
Old Marsh Golf Club 2000 - 2005
Nantucket Golf Club 2004 - 2004
Skills
Investments, Portfolio Management, Risk Management
Education
University of Oregon 1996 — 1997
Pacific University 1994 — 1995
B P Financial Associates January 2013 - Present
Merrill Lynch January 2011 - February 2013
Morgan Stanley Smith Barney 2009 - 2011
The Ritz-Carlton Hotel Company LLC April 2005 - January 2008
Old Marsh Golf Club 2000 - 2005
Nantucket Golf Club 2004 - 2004
Skills
Investments, Portfolio Management, Risk Management
Education
University of Oregon 1996 — 1997
Pacific University 1994 — 1995
Jerry Padilla's Morgan Stanley Smith Barney Experience June 2006 - March 2012
Job Director Wealth Planning Consultant at UBS
Industry Financial Services
Experience
UBS March 2012 - Present
Morgan Stanley Smith Barney June 2006 - March 2012
Skills
Alternative Investments, Asset Allocation, Asset Management, Investments, Mutual Funds, Series 63, Series 7, Wealth Management
Education
Pepperdine University
UBS March 2012 - Present
Morgan Stanley Smith Barney June 2006 - March 2012
Skills
Alternative Investments, Asset Allocation, Asset Management, Investments, Mutual Funds, Series 63, Series 7, Wealth Management
Education
Pepperdine University
Lee Dunayer's Morgan Stanley Smith Barney Experience September 2009 - Present
Job at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley September 2009 - Present
Morgan Stanley Smith Barney September 2009 - Present
UBS Wealth Management June 2004 - September 2009
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1987 — 1989
University of Southern California 1981 — 1983
B.A ., Political Science
Pepperdine University, The George L. Graziadio School of Business and Management
Morgan Stanley September 2009 - Present
Morgan Stanley Smith Barney September 2009 - Present
UBS Wealth Management June 2004 - September 2009
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1987 — 1989
University of Southern California 1981 — 1983
B.A ., Political Science
Pepperdine University, The George L. Graziadio School of Business and Management
Phillip Demiraj's Morgan Stanley Smith Barney Experience Senior ManagerMorgan StanleyApril 2005 - December 2010
Job Vice President at Morgan Stanley Smith Barney
Industry Investment Banking
Experience
Morgan Stanley Smith Barney Senior ManagerMorgan StanleyApril 2005 - December 2010
Morgan Stanley 2005 - 2007
Education
Pace University - Lubin School of Business
Pace University - Lubin School of Business
BS in Business Administration, Accounting and Business/Management
Morgan Stanley Smith Barney Senior ManagerMorgan StanleyApril 2005 - December 2010
Morgan Stanley 2005 - 2007
Education
Pace University - Lubin School of Business
Pace University - Lubin School of Business
BS in Business Administration, Accounting and Business/Management
Haley Burton's Morgan Stanley Smith Barney Experience January 2012 - March 2012
Job Fund Development at MultiCare Health System
Industry Nonprofit Organization Management
Experience
MultiCare Health System February 2013 - Present
Morgan Stanley Smith Barney January 2012 - March 2012
Fortune Management Group February 2011 - June 2011
Russell Investments October 2009 - September 2010
Northwestern Mutual June 2009 - October 2009
Russell Investments July 2008 - January 2009
Nordstrom June 2007 - July 2008
Skills
Sales, Investments, Bloomberg, Procurement, Team Leadership, Necho, Radar, Event Management, Event Planning, Entrepreneurship, Investment Management, Economics, Econometrics, Economic Research, Health Economics, Labor Economics, International Economics, Investment Research, Panagon, Public Speaking
Education
Pacific Lutheran University
Bachelor of Arts, Economics
MultiCare Health System February 2013 - Present
Morgan Stanley Smith Barney January 2012 - March 2012
Fortune Management Group February 2011 - June 2011
Russell Investments October 2009 - September 2010
Northwestern Mutual June 2009 - October 2009
Russell Investments July 2008 - January 2009
Nordstrom June 2007 - July 2008
Skills
Sales, Investments, Bloomberg, Procurement, Team Leadership, Necho, Radar, Event Management, Event Planning, Entrepreneurship, Investment Management, Economics, Econometrics, Economic Research, Health Economics, Labor Economics, International Economics, Investment Research, Panagon, Public Speaking
Education
Pacific Lutheran University
Bachelor of Arts, Economics
Terry Stepanik's Morgan Stanley Smith Barney Experience September 2009 - April 2011
Job Transaction Processing Consultant
Industry Information Technology and Services
Experience
The University of Houston Downtown October 2015 - Present
Transaction Processing Consultant December 2010 - Present
Morgan Stanley Smith Barney September 2009 - April 2011
Booz & Company 2009 - 2009
US Dataworks November 1997 - April 2008
TeleCheck February 1995 - October 1997
First Interstate Bank 1988 - 1995
Skills
Cash Management, Payments, Business Analysis, Banking, Financial Services, Finance, Mergers & Acquisitions, Program Management, SDLC, Financial Analysis, Business Development, Payment Card Processing, Executive Management, ACH, Payment Systems, Project Management, Change Management, Strategy, Product Management, SaaS, Treasury Management, Vendor Management, Strategic Planning
Education
The University of Texas at San Antonio 1975 — 1976
MBA, Finance/Management
St. Mary's University 1974 — 1975
BBA, Personnel Management
Penn State University 1968 — 1972
BS, Quantitative Business Analysis
The University of Houston Downtown October 2015 - Present
Transaction Processing Consultant December 2010 - Present
Morgan Stanley Smith Barney September 2009 - April 2011
Booz & Company 2009 - 2009
US Dataworks November 1997 - April 2008
TeleCheck February 1995 - October 1997
First Interstate Bank 1988 - 1995
Skills
Cash Management, Payments, Business Analysis, Banking, Financial Services, Finance, Mergers & Acquisitions, Program Management, SDLC, Financial Analysis, Business Development, Payment Card Processing, Executive Management, ACH, Payment Systems, Project Management, Change Management, Strategy, Product Management, SaaS, Treasury Management, Vendor Management, Strategic Planning
Education
The University of Texas at San Antonio 1975 — 1976
MBA, Finance/Management
St. Mary's University 1974 — 1975
BBA, Personnel Management
Penn State University 1968 — 1972
BS, Quantitative Business Analysis
Bill Wilkinson's Morgan Stanley Smith Barney Experience September 2007 - July 2009
Job Territory Manager at CRDN of Greater Kansas City
Industry Textiles
Experience
CRDN of Greater Kansas City July 2013 - Present
PuroClean Property Damage Restoration October 2009 - January 2013
Morgan Stanley Smith Barney September 2007 - July 2009
DWS Scudder Investments, Deutsche Bank February 1994 - August 2007
Skills
Building Relationships, Relationship Marketing, Direct Sales, Customer Satisfaction, Sales Presentations, Business Development, Relationship Management, Investments, Management, Sales, CRM, Sales Process, Leadership, Marketing, Training, Customer Service, Insurance
Education
Pittsburg State University 1990 — 1992
BBA, Management
Piper High School
CRDN of Greater Kansas City July 2013 - Present
PuroClean Property Damage Restoration October 2009 - January 2013
Morgan Stanley Smith Barney September 2007 - July 2009
DWS Scudder Investments, Deutsche Bank February 1994 - August 2007
Skills
Building Relationships, Relationship Marketing, Direct Sales, Customer Satisfaction, Sales Presentations, Business Development, Relationship Management, Investments, Management, Sales, CRM, Sales Process, Leadership, Marketing, Training, Customer Service, Insurance
Education
Pittsburg State University 1990 — 1992
BBA, Management
Piper High School
Brian Fintz's Morgan Stanley Smith Barney Experience July 2009 - August 2009
Job Greystone Funding FHA/HUD & CMBS Originator Multifamily/Healthcare Real Estate
Industry Financial Services
Experience
Greystone & Co. August 2011 - Present
New York Life Insurance Company October 2010 - August 2011
Morgan Stanley Smith Barney July 2009 - August 2009
Citi June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Valuation, Accounting, Microsoft Office, PowerPoint, Mortgage Lending, Microsoft Word, Data Analysis, Finance, Portfolio Management, Mutual Funds, Analysis, Financial Reporting, Customer Service, Asset Allocation, Outlook, Real Estate Financing, Capital Markets, Loan Origination
Education
Penn State University
Bachelor of Science, Finance, Accounting
Greystone & Co. August 2011 - Present
New York Life Insurance Company October 2010 - August 2011
Morgan Stanley Smith Barney July 2009 - August 2009
Citi June 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Investments, Microsoft Excel, Valuation, Accounting, Microsoft Office, PowerPoint, Mortgage Lending, Microsoft Word, Data Analysis, Finance, Portfolio Management, Mutual Funds, Analysis, Financial Reporting, Customer Service, Asset Allocation, Outlook, Real Estate Financing, Capital Markets, Loan Origination
Education
Penn State University
Bachelor of Science, Finance, Accounting
Marc Capule's Morgan Stanley Smith Barney Experience February 2010 - April 2010
Job Ad Ops Manager at GSN Games
Industry Marketing and Advertising
Experience
GSN (TV & Games) November 2013 - Present
Burstly (Acquired by Apple) December 2011 - December 2012
Connexity, Inc. (Formerly Shopzilla) June 2011 - December 2011
Guitar Center June 2010 - August 2010
Morgan Stanley Smith Barney February 2010 - April 2010
Skills
Online Advertising, Mobile Advertising, Advertising, Mobile Devices, Mobile Marketing, Digital Marketing, Facebook, Account Management, Digital Media, PPC, SEO, Analytics, Team-oriented, Microsoft Excel, Social Media Marketing, Email Marketing, Social Media, Social Networking, Salesforce.com, Dependable Team Player, Business Analysis, JIRA, PowerPoint, Wordpress, RFP, DoubleClick for..., Outlook, Mac OS, Ubuntu, APIs, Tableau, CRM, Goldmine, Macroeconomics, DFP, Display Advertising, Advertising Operations, Ad Networks, SQL, WordPress, Leadership, Business Development, Management
Education
Pepperdine University 2007 — 2011
B.A., Economics
GSN (TV & Games) November 2013 - Present
Burstly (Acquired by Apple) December 2011 - December 2012
Connexity, Inc. (Formerly Shopzilla) June 2011 - December 2011
Guitar Center June 2010 - August 2010
Morgan Stanley Smith Barney February 2010 - April 2010
Skills
Online Advertising, Mobile Advertising, Advertising, Mobile Devices, Mobile Marketing, Digital Marketing, Facebook, Account Management, Digital Media, PPC, SEO, Analytics, Team-oriented, Microsoft Excel, Social Media Marketing, Email Marketing, Social Media, Social Networking, Salesforce.com, Dependable Team Player, Business Analysis, JIRA, PowerPoint, Wordpress, RFP, DoubleClick for..., Outlook, Mac OS, Ubuntu, APIs, Tableau, CRM, Goldmine, Macroeconomics, DFP, Display Advertising, Advertising Operations, Ad Networks, SQL, WordPress, Leadership, Business Development, Management
Education
Pepperdine University 2007 — 2011
B.A., Economics
Sam LoPresti's Morgan Stanley Smith Barney Experience 2008 - 2010
Job I skillfully integrate global, multicultural, and virtual environments that are transforming at an accelerating pace
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2008 - 2010
Morgan Stanley 1986 - 2009
Education
Pierce College
Business and Arts
Morgan Stanley Smith Barney 2008 - 2010
Morgan Stanley 1986 - 2009
Education
Pierce College
Business and Arts
Natasha Pelak's Morgan Stanley Smith Barney Experience March 2011 - May 2011
Job Business Development Executive at Bit by Bit Inc.
Industry Computer & Network Security
Experience
Bit by Bit Consulting June 2014 - Present
Avant Muse March 2014 - Present
New Realities Media January 2014 - Present
Mosaic Sales Solutions December 2011 - January 2013
Microsoft October 2010 - September 2012
Advanced Medical Services, LLC October 2011 - August 2012
Morgan Stanley Smith Barney March 2011 - May 2011
The Knossus Project March 2009 - November 2010
Sasha*s One LLC April 2004 - January 2006
Education
Penn State University 2003 — 2013
Bachelor of Arts (B.A.), Communications
Bit by Bit Consulting June 2014 - Present
Avant Muse March 2014 - Present
New Realities Media January 2014 - Present
Mosaic Sales Solutions December 2011 - January 2013
Microsoft October 2010 - September 2012
Advanced Medical Services, LLC October 2011 - August 2012
Morgan Stanley Smith Barney March 2011 - May 2011
The Knossus Project March 2009 - November 2010
Sasha*s One LLC April 2004 - January 2006
Education
Penn State University 2003 — 2013
Bachelor of Arts (B.A.), Communications
Brent Hawk's Morgan Stanley Smith Barney Experience December 2005 - Present
Job Second Vice President Wealth Management at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2005 - Present
Legg Mason February 1999 - December 2005
US Army 1992 - 1994
Education
Penn State University
BS, Finance
Morgan Stanley Smith Barney December 2005 - Present
Legg Mason February 1999 - December 2005
US Army 1992 - 1994
Education
Penn State University
BS, Finance
Cheryl Chang's Morgan Stanley Smith Barney Experience November 2006 - July 2010
Job Student, JD/MDR Pepperdine University, School of Law, Straus Institute of Dispute Resolution
Industry Law Practice
Experience
FINRA Dispute Resolution May 2014 - August 2014
Vicasa Limited Inc September 2010 - May 2014
JP Morgan July 2010 - September 2010
Morgan Stanley Smith Barney (formerly known May 2007 - July 2010
Morgan Stanley Smith Barney November 2006 - July 2010
Citigroup Smith Barney August 2006 - January 2007
USC Marshall Alumni Association (MAA) August 2005 - July 2006
Skills
Management, Sales, Marketing, Budgets, Time Management, Sales Management, Teamwork, Trading, Research, Interviews, Series 7, Wealth Management, Equities
Education
Pepperdine University School of Law 2013 — 2016
Doctor of Law (J.D.)/Masters, Dispute Resolution
Villanova University 2010 — 2010
Certificate, Project Management
University of Southern California (USC) 2004 — 2007
Bachelor of Science, Business Administration; Finance
University of Southern California - Marshall School of Business 2004 — 2007
Bachelor of Science, Business Administration, Corporate Finance
FINRA Dispute Resolution May 2014 - August 2014
Vicasa Limited Inc September 2010 - May 2014
JP Morgan July 2010 - September 2010
Morgan Stanley Smith Barney (formerly known May 2007 - July 2010
Morgan Stanley Smith Barney November 2006 - July 2010
Citigroup Smith Barney August 2006 - January 2007
USC Marshall Alumni Association (MAA) August 2005 - July 2006
Skills
Management, Sales, Marketing, Budgets, Time Management, Sales Management, Teamwork, Trading, Research, Interviews, Series 7, Wealth Management, Equities
Education
Pepperdine University School of Law 2013 — 2016
Doctor of Law (J.D.)/Masters, Dispute Resolution
Villanova University 2010 — 2010
Certificate, Project Management
University of Southern California (USC) 2004 — 2007
Bachelor of Science, Business Administration; Finance
University of Southern California - Marshall School of Business 2004 — 2007
Bachelor of Science, Business Administration, Corporate Finance
John M Fischetti's Morgan Stanley Smith Barney Experience 1982 - Present
Job Vice PresidentInvestments Morgan Stanley Smith Barney
Industry Financial Services
Experience
Interim HealthCare-Williamsport July 1984 - Present
Morgan Stanley Smith Barney 1982 - Present
Education
Penn State University 1973 — 1977
Accounting and Finance
Interim HealthCare-Williamsport July 1984 - Present
Morgan Stanley Smith Barney 1982 - Present
Education
Penn State University 1973 — 1977
Accounting and Finance
Jennifer Squires's Morgan Stanley Smith Barney Experience 1999 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1999 - Present
Morgan Stanley Smith Barney 1999 - 2009
Education
Pepperdine University 1994 — 1998
Bachelor, Business
Morgan Stanley Smith Barney 1999 - Present
Morgan Stanley Smith Barney 1999 - 2009
Education
Pepperdine University 1994 — 1998
Bachelor, Business
Elliot Stiefel, CFA's Morgan Stanley Smith Barney Experience 1984 - 1985
Job Managing Director at Palisade Capital Management
Industry Investment Management
Experience
Palisade Capital Management April 2004 - Present
Clinton Group 1999 - 2002
LIT America 1989 - 1994
Dean Witter 1988 - 1989
Morgan Stanley Smith Barney 1984 - 1985
Skills
Portfolio Management, Hedge Funds, Options, Derivatives, Trading, Convertible Bonds, Securities, Equities, Alternative Investments, Asset Management, Fixed Income, Equity Research, Equity Derivatives, Investment Strategies, Bloomberg, Asset Allocation, Investment Management
Education
Pace University - Lubin School of Business 1982 — 1984
MS, Investment Management
University of Maryland College Park 1978 — 1982
BS, Finance
Paramus H.S.
Palisade Capital Management April 2004 - Present
Clinton Group 1999 - 2002
LIT America 1989 - 1994
Dean Witter 1988 - 1989
Morgan Stanley Smith Barney 1984 - 1985
Skills
Portfolio Management, Hedge Funds, Options, Derivatives, Trading, Convertible Bonds, Securities, Equities, Alternative Investments, Asset Management, Fixed Income, Equity Research, Equity Derivatives, Investment Strategies, Bloomberg, Asset Allocation, Investment Management
Education
Pace University - Lubin School of Business 1982 — 1984
MS, Investment Management
University of Maryland College Park 1978 — 1982
BS, Finance
Paramus H.S.
Pete Secret's Morgan Stanley Smith Barney Experience May 2009 - April 2010
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2010 - Present
Morgan Stanley Smith Barney May 2009 - April 2010
Smith Barney March 2006 - May 2009
Smith Barney March 2002 - March 2006
Smith Barney January 2000 - March 2002
Smith Barney January 1998 - December 1999
Smith Barney August 1993 - December 1997
Education
Palm Beach Atlantic University 1990 — 1993
Marketing, Business
J.P. Morgan April 2010 - Present
Morgan Stanley Smith Barney May 2009 - April 2010
Smith Barney March 2006 - May 2009
Smith Barney March 2002 - March 2006
Smith Barney January 2000 - March 2002
Smith Barney January 1998 - December 1999
Smith Barney August 1993 - December 1997
Education
Palm Beach Atlantic University 1990 — 1993
Marketing, Business
Bill N. Luo's Morgan Stanley Smith Barney Experience February 2009 - April 2009
Job Senior Associate Investment Bankng at Deloitte
Industry Investment Banking
Experience
Deloitte August 2013 - Present
Deloitte October 2010 - August 2013
Pacific Pearl Group January 2010 - October 2010
Luminous Capital January 2009 - June 2009
Morgan Stanley Smith Barney February 2009 - April 2009
LPL Financial Services - Westside Investment Management August 2007 - November 2007
Learning Assistance Center at Pasadena City College October 2006 - June 2007
T&T Badge, Inc December 2004 - September 2006
Nanjing University of Science and Technology March 2004 - August 2004
Industrial and Commercial Bank of China June 2003 - August 2003
Skills
Financial Modeling, Financial Reporting, Quantitative Analytics, Strategic Financial..., Economics
Education
University of California, Los Angeles 2007 — 2009
Bachelor of Arts in Business Economics, Summa cum laude, Finance, Economics, Accounting
Pasadena City College 2005 — 2007
Economics
Deloitte August 2013 - Present
Deloitte October 2010 - August 2013
Pacific Pearl Group January 2010 - October 2010
Luminous Capital January 2009 - June 2009
Morgan Stanley Smith Barney February 2009 - April 2009
LPL Financial Services - Westside Investment Management August 2007 - November 2007
Learning Assistance Center at Pasadena City College October 2006 - June 2007
T&T Badge, Inc December 2004 - September 2006
Nanjing University of Science and Technology March 2004 - August 2004
Industrial and Commercial Bank of China June 2003 - August 2003
Skills
Financial Modeling, Financial Reporting, Quantitative Analytics, Strategic Financial..., Economics
Education
University of California, Los Angeles 2007 — 2009
Bachelor of Arts in Business Economics, Summa cum laude, Finance, Economics, Accounting
Pasadena City College 2005 — 2007
Economics
Megan Kay Christman's Morgan Stanley Smith Barney Experience May 2009 - September 2011
Job Chairman and CFO at Fringe Envy Lash Bar LLC and CFO and Producer at Circle Pictures
Industry Entertainment
Experience
Super Genius Ltd. (formerly Circle Pictures) May 2012 - Present
Sigloch Military Tactical September 2011 - Present
Morgan Stanley Smith Barney May 2009 - September 2011
Kayjah Productions December 2007 - January 2010
Skills
Financial Planning, Investments, Financial Analysis, Financial Modeling, Valuation, Entertainment, Film Production
Education
University of Southern California 2009 — 2011
Master of Business Administration (MBA), Finance and Entrepreneurship
Pepperdine University 1998 — 2001
Bachelor of Arts (B.A.), Theatre and Humanities
Super Genius Ltd. (formerly Circle Pictures) May 2012 - Present
Sigloch Military Tactical September 2011 - Present
Morgan Stanley Smith Barney May 2009 - September 2011
Kayjah Productions December 2007 - January 2010
Skills
Financial Planning, Investments, Financial Analysis, Financial Modeling, Valuation, Entertainment, Film Production
Education
University of Southern California 2009 — 2011
Master of Business Administration (MBA), Finance and Entrepreneurship
Pepperdine University 1998 — 2001
Bachelor of Arts (B.A.), Theatre and Humanities
Jaron Moler's Morgan Stanley Smith Barney Experience January 2012 - May 2012
Job Senior Audit Associate at KPMG US
Industry Accounting
Experience
KPMG US July 2015 - Present
KPMG US August 2013 - June 2015
Morgan Stanley Smith Barney January 2012 - May 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Spanish, Accounting, Financial Reporting, Financial Accounting
Education
University of Southern California 2012 — 2013
MAcc, Accounting
Pomona College 2008 — 2012
Bachelor of Arts (B.A.), Economics
KPMG US July 2015 - Present
KPMG US August 2013 - June 2015
Morgan Stanley Smith Barney January 2012 - May 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Spanish, Accounting, Financial Reporting, Financial Accounting
Education
University of Southern California 2012 — 2013
MAcc, Accounting
Pomona College 2008 — 2012
Bachelor of Arts (B.A.), Economics
Anthony Steinour's Morgan Stanley Smith Barney Experience September 2008 - May 2010
Job Industry Solutions Brand Specialist at IBM
Industry Computer Software
Experience
IBM February 2014 - Present
Oracle September 2011 - February 2014
Verizon Business July 2010 - September 2011
Morgan Stanley Smith Barney September 2008 - May 2010
Morgan Stanley Smith Barney March 2007 - May 2008
Aura Financial March 2006 - March 2007
Skills
Marketing Strategy, Account Management, Sandler, Solution Selling, Public Speaking, Presentations, Business Development, New Business Development, Enterprise Software, ERP, CRM, EPM, Forecasting, Pricing, Sales, Customer Satisfaction, Direct Sales, Cold Calling, Financial Services, Asset Managment, Public Sector, Costigan Sales..., Marketing, Leadership, Sales Operations
Education
Palm Beach Atlantic University 2004 — 2008
Business, Marketing
Gettysburg Area High School
IBM February 2014 - Present
Oracle September 2011 - February 2014
Verizon Business July 2010 - September 2011
Morgan Stanley Smith Barney September 2008 - May 2010
Morgan Stanley Smith Barney March 2007 - May 2008
Aura Financial March 2006 - March 2007
Skills
Marketing Strategy, Account Management, Sandler, Solution Selling, Public Speaking, Presentations, Business Development, New Business Development, Enterprise Software, ERP, CRM, EPM, Forecasting, Pricing, Sales, Customer Satisfaction, Direct Sales, Cold Calling, Financial Services, Asset Managment, Public Sector, Costigan Sales..., Marketing, Leadership, Sales Operations
Education
Palm Beach Atlantic University 2004 — 2008
Business, Marketing
Gettysburg Area High School
Jane P. Lenz's Morgan Stanley Smith Barney Experience August 1987 - May 2010
Job Financial Writer
Industry Financial Services
Experience
Financial Services 2010 - Present
Morgan Stanley Smith Barney August 1987 - May 2010
Skills
Retirement Planning, Wealth Management, Writing, Retirement, Strategic Financial..., Wealth Management..., Financial Services, Estate Planning, Asset Allocation, Alternative Investments, Employee Benefits, Finance, Mutual Funds
Education
University of Pittsburgh School of Information Sciences
Master of Library and Information Science, Business and Legal Research, Special Libraries
Pace University - Lubin School of Business
Bachelors in Business Administration, Marketing
The University of Dallas
Certificate in Biblical Studies, Theology
Financial Services 2010 - Present
Morgan Stanley Smith Barney August 1987 - May 2010
Skills
Retirement Planning, Wealth Management, Writing, Retirement, Strategic Financial..., Wealth Management..., Financial Services, Estate Planning, Asset Allocation, Alternative Investments, Employee Benefits, Finance, Mutual Funds
Education
University of Pittsburgh School of Information Sciences
Master of Library and Information Science, Business and Legal Research, Special Libraries
Pace University - Lubin School of Business
Bachelors in Business Administration, Marketing
The University of Dallas
Certificate in Biblical Studies, Theology
Len Warren, CFP's Morgan Stanley Smith Barney Experience December 2005 - June 2010
Job First Vice President / Wealth Management
Industry Financial Services
Experience
Janney Montgomery Scott LLC June 2010 - Present
Morgan Stanley Smith Barney December 2005 - June 2010
Legg Mason July 1993 - December 2005
Education
Saint Joseph's University 1982 — 1984
B.S., Marketing
Penn State University 1980 — 1982
Business
Janney Montgomery Scott LLC June 2010 - Present
Morgan Stanley Smith Barney December 2005 - June 2010
Legg Mason July 1993 - December 2005
Education
Saint Joseph's University 1982 — 1984
B.S., Marketing
Penn State University 1980 — 1982
Business
Roy Marthon's Morgan Stanley Smith Barney Experience 1976 - 2010
Job Independent Financial Services Professional
Industry Financial Services
Experience
Marthon Tax Services 1985 - Present
Morgan Stanley Smith Barney 1976 - 2010
Citigroup 1976 - 2009
Skills
Investments, Estate Planning, Estate Tax Planning, Tax, Tax Returns, Risk Management, Auditing, Retirement, Tax Preparation, Equities, Business Analysis, Financial Planners, Strategic Financial..., Financial Services, Wealth Management
Education
Pace University - Lubin School of Business
BBA, Managerial Accounting
Marthon Tax Services 1985 - Present
Morgan Stanley Smith Barney 1976 - 2010
Citigroup 1976 - 2009
Skills
Investments, Estate Planning, Estate Tax Planning, Tax, Tax Returns, Risk Management, Auditing, Retirement, Tax Preparation, Equities, Business Analysis, Financial Planners, Strategic Financial..., Financial Services, Wealth Management
Education
Pace University - Lubin School of Business
BBA, Managerial Accounting
Belk Daughtridge's Morgan Stanley Smith Barney Experience March 1996 - October 2012
Job Financial Advisor at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. October 2012 - Present
Morgan Stanley Smith Barney March 1996 - October 2012
Belk August 1980 - January 1995
Skills
Financial Advisory, Uniform Combined State..., 401k Rollovers, Series 7, Investment Advisory, Retirement Planning, Wealth Management, Saving for Education, Series 63, Series 65, Asset Allocation, 529 Plans, Mutual Funds, Retirement, IRAs, Investment Strategies, Fixed Annuities, Strategic Financial..., Estate Planning, Alternative Investments
Education
UNC Chapel Hill 1978 — 1980
Master of Business Administration (MBA), Accounting and Finance
Pepperdine University 1976 — 1978
Master of Arts (MA), Human Resources Management and Services, With Honors
UNC Chapel Hill 1971 — 1975
BA, BS, Industrial Relations, History, Passed
Raymond James & Associates, Inc. October 2012 - Present
Morgan Stanley Smith Barney March 1996 - October 2012
Belk August 1980 - January 1995
Skills
Financial Advisory, Uniform Combined State..., 401k Rollovers, Series 7, Investment Advisory, Retirement Planning, Wealth Management, Saving for Education, Series 63, Series 65, Asset Allocation, 529 Plans, Mutual Funds, Retirement, IRAs, Investment Strategies, Fixed Annuities, Strategic Financial..., Estate Planning, Alternative Investments
Education
UNC Chapel Hill 1978 — 1980
Master of Business Administration (MBA), Accounting and Finance
Pepperdine University 1976 — 1978
Master of Arts (MA), Human Resources Management and Services, With Honors
UNC Chapel Hill 1971 — 1975
BA, BS, Industrial Relations, History, Passed
Amy McLay's Morgan Stanley Smith Barney Experience August 2008 - October 2009
Job teacher at Academy School District 20
Industry Education Management
Experience
Academy School District 20 Financial ConsultantD.A. Davidson & Co.October 2009 - September 2010
Morgan Stanley Smith Barney August 2008 - October 2009
Education
Pacific University 1999 — 2000
MAT, Education
Southern Oregon University 1992 — 1997
BA, Psychology
Academy School District 20 Financial ConsultantD.A. Davidson & Co.October 2009 - September 2010
Morgan Stanley Smith Barney August 2008 - October 2009
Education
Pacific University 1999 — 2000
MAT, Education
Southern Oregon University 1992 — 1997
BA, Psychology
Anthony Natale, CFA's Morgan Stanley Smith Barney Experience December 2005 - Present
Job Investment Officer, Vice President of Investment Advisor Research at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2005 - Present
Morgan Stanley Smith Barney November 2002 - December 2005
The Vanguard Group September 2001 - November 2002
The Vanguard Group March 2000 - September 2001
The Vanguard Group June 1998 - March 2000
The Vanguard Group November 1996 - June 1998
Skills
Equities
Education
Penn State University 1992 — 1996
B.S., Finance
Morgan Stanley Smith Barney December 2005 - Present
Morgan Stanley Smith Barney November 2002 - December 2005
The Vanguard Group September 2001 - November 2002
The Vanguard Group March 2000 - September 2001
The Vanguard Group June 1998 - March 2000
The Vanguard Group November 1996 - June 1998
Skills
Equities
Education
Penn State University 1992 — 1996
B.S., Finance
Brian Shain's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job Strategy & Operations Business Analyst at Deloitte Consulting
Industry Investment Management
Experience
Deloitte Consulting August 2013 - Present
Deloitte Consulting May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Abbott Molecular May 2010 - August 2010
Education
Pomona College 2009 — 2013
Bachelor of Arts (BA), Economics (Minor in French)
Deloitte Consulting August 2013 - Present
Deloitte Consulting May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Abbott Molecular May 2010 - August 2010
Education
Pomona College 2009 — 2013
Bachelor of Arts (BA), Economics (Minor in French)
linda goff's Morgan Stanley Smith Barney Experience January 1981 - Present
Job Vice President Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 1981 - Present
MorganStanley SmithBarney LLC 1981 - Present
Education
University of North Carolina at Chapel Hill 1969 — 1971
Peace College 1967 — 1969
Morgan Stanley Smith Barney January 1981 - Present
MorganStanley SmithBarney LLC 1981 - Present
Education
University of North Carolina at Chapel Hill 1969 — 1971
Peace College 1967 — 1969
Bianca McDonald's Morgan Stanley Smith Barney Experience December 2004 - Present
Job financial associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney December 2004 - Present
Citigroup December 2004 - Present
Advantage M.H.S. LLC August 2001 - December 2004
Advantage MHS LLC May 2001 - December 2004
Somerset I.S.D August 2000 - August 2001
Skills
Series 7, Uniform Combined State..., Retirement Planning, Series 63, Wealth Management, Mutual Funds, Series 65, Asset Allocation, Strategic Financial..., Investment Strategies, Retirement, Fixed Annuities, IRAs, Investment Advisory, Investments, 401k Rollovers, Securities, Fixed Income, Alternative Investments, Bloomberg
Education
Palo Alto College 2005 — 2012
Associate of Arts (A.A.), International Business/Trade/Commerce
Alto Community College
Associates, Liberal Arts
Morgan Stanley Smith Barney December 2004 - Present
Citigroup December 2004 - Present
Advantage M.H.S. LLC August 2001 - December 2004
Advantage MHS LLC May 2001 - December 2004
Somerset I.S.D August 2000 - August 2001
Skills
Series 7, Uniform Combined State..., Retirement Planning, Series 63, Wealth Management, Mutual Funds, Series 65, Asset Allocation, Strategic Financial..., Investment Strategies, Retirement, Fixed Annuities, IRAs, Investment Advisory, Investments, 401k Rollovers, Securities, Fixed Income, Alternative Investments, Bloomberg
Education
Palo Alto College 2005 — 2012
Associate of Arts (A.A.), International Business/Trade/Commerce
Alto Community College
Associates, Liberal Arts
Dean Loeper's Morgan Stanley Smith Barney Experience May 2011 - August 2011
Job Equity Trader at TRILLIUM Labs Trading Funds
Industry Financial Services
Experience
TRILLIUM - Labs - Trading - Funds September 2014 - Present
Peca Labs June 2013 - August 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Series 7, Series 55
Education
Penn State University 2010 — 2014
Bachelor's Degree, Finance, 3.75
TRILLIUM - Labs - Trading - Funds September 2014 - Present
Peca Labs June 2013 - August 2013
Morgan Stanley Smith Barney May 2011 - August 2011
Skills
Series 7, Series 55
Education
Penn State University 2010 — 2014
Bachelor's Degree, Finance, 3.75
Matthew D'Addario's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Wealth Strategy Associate at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. September 2013 - Present
UBS Financial Services, Inc. October 2012 - September 2013
Rockwell Global Capital June 2011 - June 2012
Morgan Stanley Smith Barney June 2010 - August 2010
Citi Smith Barney June 2008 - August 2008
Education
Penn State University 2007 — 2011
B.S., Economics
Smeal College of Business
B.S, Economics
Spring 2011Pennsylvania State University: University
Bachelor of Science (B.S.), Economics
UBS Financial Services, Inc. September 2013 - Present
UBS Financial Services, Inc. October 2012 - September 2013
Rockwell Global Capital June 2011 - June 2012
Morgan Stanley Smith Barney June 2010 - August 2010
Citi Smith Barney June 2008 - August 2008
Education
Penn State University 2007 — 2011
B.S., Economics
Smeal College of Business
B.S, Economics
Spring 2011Pennsylvania State University: University
Bachelor of Science (B.S.), Economics
Emma Inker, cpa's Morgan Stanley Smith Barney Experience March 2006 - Present
Job vp at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2006 - Present
JPMorgan Chase January 2003 - February 2006
PwC Consulting September 1999 - December 2003
Skills
Middle Office, Finance, Equities, Derivatives, Risk Management, Business Analysis, Operational Risk..., Project Management, Strategy, Vendor Management, Business Process..., Investments, SDLC, Operational Risk, Management Consulting, Relationship Management, Process Improvement, PMO, Change Management, Business Strategy, Enterprise Risk..., Securities, Financial Services, Capital Markets, Fixed Income, Financial Risk, Business Intelligence, FX Options
Education
Pace University - Lubin School of Business 1995 — 1999
Morgan Stanley Smith Barney March 2006 - Present
JPMorgan Chase January 2003 - February 2006
PwC Consulting September 1999 - December 2003
Skills
Middle Office, Finance, Equities, Derivatives, Risk Management, Business Analysis, Operational Risk..., Project Management, Strategy, Vendor Management, Business Process..., Investments, SDLC, Operational Risk, Management Consulting, Relationship Management, Process Improvement, PMO, Change Management, Business Strategy, Enterprise Risk..., Securities, Financial Services, Capital Markets, Fixed Income, Financial Risk, Business Intelligence, FX Options
Education
Pace University - Lubin School of Business 1995 — 1999
Constance Bessette's Morgan Stanley Smith Barney Experience March 2007 - August 2012
Job Volunteer Coordinator at Women In Distress of Broward County, Inc.
Industry Financial Services
Experience
Women In Distress of Broward County, Inc. September 2014 - Present
Morgan Stanley Smith Barney March 2007 - August 2012
Fort Lauderdale March 2001 - September 2005
Pompano Beach Florida June 1991 - February 1997
Skills
Outlook, Insurance, Administrative..., Spreadsheets, Microsoft Excel, 401k, Concur, Microsoft Money, Credit, Travel Arrangements, PowerPoint, Customer Service, Financial Planners, Microsoft Word, Strategic Financial..., Time Management, Small Business
Education
Palm Beach Atlantic University 2007 — 2014
Master's degree, Business Administration and Management, General
Palm Beach Atlantic University/Masters Program 2007 — 2014
Business Administration and Management, General
Palm Beach Atlantic University 2008 — 2011
Bachelor of Science (BS), Organizational Management, 3.75
Women In Distress of Broward County, Inc. September 2014 - Present
Morgan Stanley Smith Barney March 2007 - August 2012
Fort Lauderdale March 2001 - September 2005
Pompano Beach Florida June 1991 - February 1997
Skills
Outlook, Insurance, Administrative..., Spreadsheets, Microsoft Excel, 401k, Concur, Microsoft Money, Credit, Travel Arrangements, PowerPoint, Customer Service, Financial Planners, Microsoft Word, Strategic Financial..., Time Management, Small Business
Education
Palm Beach Atlantic University 2007 — 2014
Master's degree, Business Administration and Management, General
Palm Beach Atlantic University/Masters Program 2007 — 2014
Business Administration and Management, General
Palm Beach Atlantic University 2008 — 2011
Bachelor of Science (BS), Organizational Management, 3.75
Chip Weber - Financial Advisor's Morgan Stanley Smith Barney Experience 2003 - Present
Job Senior Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2003 - Present
Merrill Lynch 1992 - 2003
Education
Pittsburg State University 1980 — 1982
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
University of Kansas 1977 — 1979
Morgan Stanley Smith Barney 2003 - Present
Merrill Lynch 1992 - 2003
Education
Pittsburg State University 1980 — 1982
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
University of Kansas 1977 — 1979
Steven Miller, CFP®'s Morgan Stanley Smith Barney Experience August 1997 - November 2011
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. November 2011 - Present
Morgan Stanley Smith Barney August 1997 - November 2011
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1988 — 1989
Master of Business Administration (MBA)
UCSB 1982 — 1986
Bachelor's degree, Business/Managerial Economics
UBS Financial Services, Inc. November 2011 - Present
Morgan Stanley Smith Barney August 1997 - November 2011
Education
Pepperdine University, The George L. Graziadio School of Business and Management 1988 — 1989
Master of Business Administration (MBA)
UCSB 1982 — 1986
Bachelor's degree, Business/Managerial Economics
Jacqueline Spiro's Morgan Stanley Smith Barney Experience October 2006 - February 2012
Job Financial Services
Industry Financial Services
Experience
Raymond James & Associates, Inc. March 2012 - Present
Morgan Stanley Smith Barney October 2006 - February 2012
Greenberg Traurig, LLP June 2003 - October 2006
Education
Pace University - Lubin School of Business
BBA, Business Management
blind brook
Raymond James & Associates, Inc. March 2012 - Present
Morgan Stanley Smith Barney October 2006 - February 2012
Greenberg Traurig, LLP June 2003 - October 2006
Education
Pace University - Lubin School of Business
BBA, Business Management
blind brook
Keila Mejia's Morgan Stanley Smith Barney Experience July 2012 - November 2012
Job Catering and Marketing Manager at MY N.Y Bakery Cafe
Industry Financial Services
Experience
MY N.Y Bakery Cafe March 2011 - November 2014
Morgan Stanley, Smith Barney July 2012 - November 2012
United Sates Census 2010 January 2010 - December 2010
Cristo Rey Parochial School October 2008 - November 2009
J P Morgan Asset Management September 2007 - July 2008
Pershing Advisor Solutions March 2005 - September 2007
Education
Harold P. Freeman Patient Navigation Institute 2015 — 2015
Patient Navigation Certification Curriculum, Patient Navigation
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.)
MY N.Y Bakery Cafe March 2011 - November 2014
Morgan Stanley, Smith Barney July 2012 - November 2012
United Sates Census 2010 January 2010 - December 2010
Cristo Rey Parochial School October 2008 - November 2009
J P Morgan Asset Management September 2007 - July 2008
Pershing Advisor Solutions March 2005 - September 2007
Education
Harold P. Freeman Patient Navigation Institute 2015 — 2015
Patient Navigation Certification Curriculum, Patient Navigation
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.)
lauri griffith's Morgan Stanley Smith Barney Experience 1991 - 2002
Job Owner at GriffithRoss Holdings LLC
Industry Financial Services
Experience
Griffith-Ross Holdings LLC March 2009 - Present
Morgan Stanley Smith Barney 1991 - 2002
Education
Pace University-Pleasantville/Briarcliff Campus
Bachelor of Business, Marketing/ Finance
Griffith-Ross Holdings LLC March 2009 - Present
Morgan Stanley Smith Barney 1991 - 2002
Education
Pace University-Pleasantville/Briarcliff Campus
Bachelor of Business, Marketing/ Finance
René Espinal's Morgan Stanley Smith Barney Experience June 1993 - Present
Job Vice PresidentFinancial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 1993 - Present
Skills
Wealth Management, Financial Planning, Retirement Planning, Asset Management
Education
Palm Beach Atlantic University-West Palm Beach 1988 — 1992
BS, Major-Finance Minor-Accounting
Morgan Stanley Smith Barney June 1993 - Present
Skills
Wealth Management, Financial Planning, Retirement Planning, Asset Management
Education
Palm Beach Atlantic University-West Palm Beach 1988 — 1992
BS, Major-Finance Minor-Accounting
Anthony Passante's Morgan Stanley Smith Barney Experience April 1992 - Present
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 1992 - Present
Information Builders November 1989 - March 1992
Pace University March 1987 - August 1989
Education
Pace University-Pleasantville/Briarcliff Campus 1982 — 1989
Master of Science (MS), Computer Science
Morgan Stanley Smith Barney April 1992 - Present
Information Builders November 1989 - March 1992
Pace University March 1987 - August 1989
Education
Pace University-Pleasantville/Briarcliff Campus 1982 — 1989
Master of Science (MS), Computer Science
Fran Rubinstein, MBA's Morgan Stanley Smith Barney Experience May 2008 - September 2011
Job Financial Advisor/Financial Services Representative at MetLife
Industry Financial Services
Experience
MetLife January 2014 - Present
Wells Fargo Advisors, LLC September 2011 - January 2014
Morgan Stanley Smith Barney May 2008 - September 2011
Kaizen Media September 2006 - March 2008
Stanford Group Company May 2004 - March 2006
Ryan Beck & Co. June 1999 - February 2003
Southeast Research Partners October 1996 - July 1999
Donaldson, Lufkin & Jenrette May 1993 - November 1996
Neuberger Berman March 1986 - April 1993
Education
Pace University - Lubin School of Business 1987 — 1990
Master of Business Administration (MBA), Finance
State University of New York at Buffalo 1979 — 1983
Bachelor of Science (BS), Journalism & Communications
MetLife January 2014 - Present
Wells Fargo Advisors, LLC September 2011 - January 2014
Morgan Stanley Smith Barney May 2008 - September 2011
Kaizen Media September 2006 - March 2008
Stanford Group Company May 2004 - March 2006
Ryan Beck & Co. June 1999 - February 2003
Southeast Research Partners October 1996 - July 1999
Donaldson, Lufkin & Jenrette May 1993 - November 1996
Neuberger Berman March 1986 - April 1993
Education
Pace University - Lubin School of Business 1987 — 1990
Master of Business Administration (MBA), Finance
State University of New York at Buffalo 1979 — 1983
Bachelor of Science (BS), Journalism & Communications
Carol Doran-Timmins's Morgan Stanley Smith Barney Experience September 1984 - August 2010
Job Regional Compliance Officer at JPMorgan Chase Bank N.A.
Industry Financial Services
Experience
JPMorgan Chase May 2012 - Present
UBS Financial Services Inc. August 2010 - May 2012
Morgan Stanley Smith Barney September 1984 - August 2010
Prudential Bache Securities June 1982 - September 1984
Education
Pace University-New York 1978 — 1982
Bachelor of Business Administration (BBA), Business Administration and Management, General
JPMorgan Chase May 2012 - Present
UBS Financial Services Inc. August 2010 - May 2012
Morgan Stanley Smith Barney September 1984 - August 2010
Prudential Bache Securities June 1982 - September 1984
Education
Pace University-New York 1978 — 1982
Bachelor of Business Administration (BBA), Business Administration and Management, General
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.