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
Chris Niehoff Chris Niehoff's Morgan Stanley Smith Barney Experience 2001 - 2001
Job Principal at NeoSight Analytics, LLC
Industry Financial Services
Experience
Noble Energy 2014 - 2015
Noble Energy 2012 - 2014
Noble Energy Inc 2007 - 2012
Coors Brewing Company 2006 - 2007
Coors Brewing Companygreat 2005 - 2006
Coors Brewing Company 2003 - 2005
Coors Brewing Company 2001 - 2003
Morgan Stanley Smith Barney 2001 - 2001
Skills
Financial Modeling, SAP, Essbase, Microsoft Office, Oracle, Forecasting, Budgets, Financial Reporting, Financial Analysis, Process Improvement, Finance, Analysis, Corporate Finance, Strategic Financial..., Financial Forecasting, Variance Analysis, Microsoft Excel, Auditing, Cross-functional Team..., Financial Planning
Education
Regis University 2003 — 2004
Masters Degree, Finance and Business Administration
Regis University 1997 — 2001
Bachelors of Science, Finance and Accounting
Arvada West HS
Noble Energy 2014 - 2015
Noble Energy 2012 - 2014
Noble Energy Inc 2007 - 2012
Coors Brewing Company 2006 - 2007
Coors Brewing Companygreat 2005 - 2006
Coors Brewing Company 2003 - 2005
Coors Brewing Company 2001 - 2003
Morgan Stanley Smith Barney 2001 - 2001
Skills
Financial Modeling, SAP, Essbase, Microsoft Office, Oracle, Forecasting, Budgets, Financial Reporting, Financial Analysis, Process Improvement, Finance, Analysis, Corporate Finance, Strategic Financial..., Financial Forecasting, Variance Analysis, Microsoft Excel, Auditing, Cross-functional Team..., Financial Planning
Education
Regis University 2003 — 2004
Masters Degree, Finance and Business Administration
Regis University 1997 — 2001
Bachelors of Science, Finance and Accounting
Arvada West HS
Jasmine Alexander Jasmine Alexander's Morgan Stanley Smith Barney Experience December 2011 - August 2012
Job Judgment Drafter
Industry Legal Services
Experience
Pierce and Associates April 2014 - Present
Smart Resources April 2013 - April 2014
Purdue University May 2008 - December 2012
Morgan Stanley Smith Barney December 2011 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Social Media, English, Leadership, Time Management, Windows, Team Leadership, Event Planning, Social Networking, Facebook, Data Entry
Education
Purdue University 2008 — 2012
Bachelor of Science (BS), Financial Counseling and Planning
Pierce and Associates April 2014 - Present
Smart Resources April 2013 - April 2014
Purdue University May 2008 - December 2012
Morgan Stanley Smith Barney December 2011 - August 2012
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Research, Social Media, English, Leadership, Time Management, Windows, Team Leadership, Event Planning, Social Networking, Facebook, Data Entry
Education
Purdue University 2008 — 2012
Bachelor of Science (BS), Financial Counseling and Planning
Brian Koegel's Morgan Stanley Smith Barney Experience September 2008 - December 2008
Job Investment Banking Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets July 2013 - Present
RBC Capital Markets June 2012 - June 2013
J.H. Cohn LLP January 2011 - June 2012
Marks Paneth & Shron LLP January 2010 - January 2011
Morgan Stanley Smith Barney September 2008 - December 2008
Time Equities, Inc. June 2008 - August 2008
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Financial Reporting, Hedge Funds, Accounting, Tax, Financial Statements, Internal Controls, Internal Audit, Financial Modeling, Investments, Corporate Finance, Securities, Due Diligence, Financial Services, Financial Analysis, Valuation, Private Equity, Mergers & Acquisitions, Bloomberg, Asset Management
Education
City University of New York-Queens College 2007 — 2009
Bachelor of Arts (B.A.), Major: Accounting and Information Systems; Minor: Economics, Cum Laude
Studies Abroad; Israel 2005 — 2007
RBC Capital Markets July 2013 - Present
RBC Capital Markets June 2012 - June 2013
J.H. Cohn LLP January 2011 - June 2012
Marks Paneth & Shron LLP January 2010 - January 2011
Morgan Stanley Smith Barney September 2008 - December 2008
Time Equities, Inc. June 2008 - August 2008
Skills
Investment Banking, Capital Markets, Fixed Income, Equities, Financial Reporting, Hedge Funds, Accounting, Tax, Financial Statements, Internal Controls, Internal Audit, Financial Modeling, Investments, Corporate Finance, Securities, Due Diligence, Financial Services, Financial Analysis, Valuation, Private Equity, Mergers & Acquisitions, Bloomberg, Asset Management
Education
City University of New York-Queens College 2007 — 2009
Bachelor of Arts (B.A.), Major: Accounting and Information Systems; Minor: Economics, Cum Laude
Studies Abroad; Israel 2005 — 2007
Michael Travis Erdman Michael Travis Erdman's Morgan Stanley Smith Barney Experience June 2009 - September 2009
Job Chief of Staff at Millward Brown Vermeer
Industry Management Consulting
Experience
Millward Brown Vermeer June 2014 - Present
Millward Brown Optimor August 2013 - June 2014
Millward Brown Optimor December 2012 - August 2013
Millward Brown Optimor July 2012 - December 2012
Millward Brown Optimor August 2011 - July 2012
RBC Capital Markets June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - September 2009
Skills
Analytics, Strategic Brand..., Data Analysis, Advertising Research, Market Research, Marketing Strategy, Business Strategy, Consumer Behaviour, Segmentation, Leadership, Strategy, Brand Management, Marketing, Analysis, Management Consulting, Consulting, People Management, Research
Education
Princeton University 2007 — 2011
AB, Philosophy/ Finance
University School 2003 — 2007
Millward Brown Vermeer June 2014 - Present
Millward Brown Optimor August 2013 - June 2014
Millward Brown Optimor December 2012 - August 2013
Millward Brown Optimor July 2012 - December 2012
Millward Brown Optimor August 2011 - July 2012
RBC Capital Markets June 2010 - August 2010
Morgan Stanley Smith Barney June 2009 - September 2009
Skills
Analytics, Strategic Brand..., Data Analysis, Advertising Research, Market Research, Marketing Strategy, Business Strategy, Consumer Behaviour, Segmentation, Leadership, Strategy, Brand Management, Marketing, Analysis, Management Consulting, Consulting, People Management, Research
Education
Princeton University 2007 — 2011
AB, Philosophy/ Finance
University School 2003 — 2007
Shawn Hanna, CRPC Shawn Hanna, CRPC's Morgan Stanley Smith Barney Experience October 2007 - March 2010
Job Chief Investment Officer, Portfolio Management, Wholesaling
Industry Financial Services
Experience
ABMM Financial October 2014 - October 2015
UBS Financial Services, Inc. March 2010 - September 2014
Morgan Stanley Smith Barney October 2007 - March 2010
Merrill Lynch Global Private Client Group October 2003 - October 2007
AXA Advisors 2000 - 2003
Skills
Investments, Series 7, Wealth Management, Portfolio Management, Securities, Finance, Financial Services, Financial Planning, Strategy, Asset Management, Equities, High Net Worth..., Fixed Annuities, Variable Annuities, Mutual Funds, Fundamental Analysis, Wholesale Banking, Investment Management, Chartered Retirement..., Series 63, Life Insurance, Health Insurance, Registered Investment..., Bloomberg Terminal, Financial Industry..., Financial Advisor, Chief Investment Officer, Research, Investment Research, Staff Management, Distribution, Originations, Capital Markets, Due Diligence, Retirement Planning, Risk Management
Education
Radford University 1986 — 1991
Bachelor of Business Administration (B.B.A.)
ABMM Financial October 2014 - October 2015
UBS Financial Services, Inc. March 2010 - September 2014
Morgan Stanley Smith Barney October 2007 - March 2010
Merrill Lynch Global Private Client Group October 2003 - October 2007
AXA Advisors 2000 - 2003
Skills
Investments, Series 7, Wealth Management, Portfolio Management, Securities, Finance, Financial Services, Financial Planning, Strategy, Asset Management, Equities, High Net Worth..., Fixed Annuities, Variable Annuities, Mutual Funds, Fundamental Analysis, Wholesale Banking, Investment Management, Chartered Retirement..., Series 63, Life Insurance, Health Insurance, Registered Investment..., Bloomberg Terminal, Financial Industry..., Financial Advisor, Chief Investment Officer, Research, Investment Research, Staff Management, Distribution, Originations, Capital Markets, Due Diligence, Retirement Planning, Risk Management
Education
Radford University 1986 — 1991
Bachelor of Business Administration (B.B.A.)
Brittany Kuehl's Morgan Stanley Smith Barney Experience September 2009 - April 2010
Job Account Manager at Native Rank
Industry Marketing and Advertising
Experience
Native Rank December 2014 - Present
Native Rank August 2014 - January 2015
Martin // Bryden Wedding June 2014 - October 2014
Charlie Brown's Bar and Grill January 2012 - March 2014
Sookreem Management January 2012 - May 2012
First Ascenders November 2011 - April 2012
Hourglass Management August 2010 - January 2012
Morgan Stanley Smith Barney September 2009 - April 2010
Beanstalk CFO Group June 2008 - August 2008
Flexco Fleet Services May 2007 - June 2007
Skills
Social Media, Marketing, Sales, Management, Sales Management, Customer Service, Fundraising, Press Releases, Event Planning, Social Networking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Account Management, Social Media Marketing, Leadership, QuickBooks, Grassroots Marketing, Music Management, Google Analytics, Google Webmaster Tools, SEO, Digital Marketing
Education
Purdue University 2005 — 2010
Native Rank December 2014 - Present
Native Rank August 2014 - January 2015
Martin // Bryden Wedding June 2014 - October 2014
Charlie Brown's Bar and Grill January 2012 - March 2014
Sookreem Management January 2012 - May 2012
First Ascenders November 2011 - April 2012
Hourglass Management August 2010 - January 2012
Morgan Stanley Smith Barney September 2009 - April 2010
Beanstalk CFO Group June 2008 - August 2008
Flexco Fleet Services May 2007 - June 2007
Skills
Social Media, Marketing, Sales, Management, Sales Management, Customer Service, Fundraising, Press Releases, Event Planning, Social Networking, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Account Management, Social Media Marketing, Leadership, QuickBooks, Grassroots Marketing, Music Management, Google Analytics, Google Webmaster Tools, SEO, Digital Marketing
Education
Purdue University 2005 — 2010
Lucas Paley Lucas Paley's Morgan Stanley Smith Barney Experience June 2010 - September 2010
Job Licensed Sales Agent at Laffey Fine Homes
Industry Staffing and Recruiting
Experience
Laffey Fine Homes November 2013 - Present
Jk Partners Inc. February 2012 - September 2012
Morgan Stanley Smith Barney June 2010 - September 2010
Old Westbury Golf & Country Club June 2005 - August 2010
In The Know Experiences June 2007 - September 2007
Skills
Market Research, Technical Recruiting, SQL, Sybase, WPF, WCF, C#, Perl, PowerPoint, Research, Day Trading, Tennis, Mac OS X, Excel, Word, Access, Spanish, A&R, Music, Promotions, Social Media, Social Media Marketing, Social Networking, Online Marketing, Customer Service, Marketing Strategy, Entertainment
Education
Quinnipiac University - School of Business 2007 — 2010
Bachelors, Marketing
Cambridge University 2005 — 2005
None, British Spy Operations
Laffey Fine Homes November 2013 - Present
Jk Partners Inc. February 2012 - September 2012
Morgan Stanley Smith Barney June 2010 - September 2010
Old Westbury Golf & Country Club June 2005 - August 2010
In The Know Experiences June 2007 - September 2007
Skills
Market Research, Technical Recruiting, SQL, Sybase, WPF, WCF, C#, Perl, PowerPoint, Research, Day Trading, Tennis, Mac OS X, Excel, Word, Access, Spanish, A&R, Music, Promotions, Social Media, Social Media Marketing, Social Networking, Online Marketing, Customer Service, Marketing Strategy, Entertainment
Education
Quinnipiac University - School of Business 2007 — 2010
Bachelors, Marketing
Cambridge University 2005 — 2005
None, British Spy Operations
Carina Aldridge Carina Aldridge's Morgan Stanley Smith Barney Experience 1991 - 1995
Job Fire Starter
Industry Education Management
Experience
Rubicon International 2009 - Present
InSage Design Studio 2000 - 2007
Rubicon International 1999 - 2000
Paine Webber 1996 - 1999
Morgan Stanley Smith Barney 1991 - 1995
Skills
Training, Leadership, Program Management, Staff Development, Strategic Partnerships, Marketing Strategy, Project Management, Marketing Communications, Management, Press Relations, Brand Development, Marketing, Public Speaking, Business Development, Curriculum Development, Strategic Planning, Strategy, Teaching
Education
Portland State University - School of Business
BA
Rubicon International 2009 - Present
InSage Design Studio 2000 - 2007
Rubicon International 1999 - 2000
Paine Webber 1996 - 1999
Morgan Stanley Smith Barney 1991 - 1995
Skills
Training, Leadership, Program Management, Staff Development, Strategic Partnerships, Marketing Strategy, Project Management, Marketing Communications, Management, Press Relations, Brand Development, Marketing, Public Speaking, Business Development, Curriculum Development, Strategic Planning, Strategy, Teaching
Education
Portland State University - School of Business
BA
Tina Meckaroski's Morgan Stanley Smith Barney Experience August 2010 - November 2012
Job Global Wealth Management at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch November 2012 - Present
Morgan Stanley Smith Barney August 2010 - November 2012
Ameriprise Financial Services, Inc. August 2007 - August 2010
Schererville Town Court March 2002 - August 2007
Skills
Investments, Mutual Funds, Series 7, Strategic Financial..., Wealth Management, Strategy, Finance, Financial Analysis, Portfolio Management
Education
Purdue University 2003 — 2007
Bachelor of Science, Finance and Marketing
Merrill Lynch November 2012 - Present
Morgan Stanley Smith Barney August 2010 - November 2012
Ameriprise Financial Services, Inc. August 2007 - August 2010
Schererville Town Court March 2002 - August 2007
Skills
Investments, Mutual Funds, Series 7, Strategic Financial..., Wealth Management, Strategy, Finance, Financial Analysis, Portfolio Management
Education
Purdue University 2003 — 2007
Bachelor of Science, Finance and Marketing
Greg Gillis's Morgan Stanley Smith Barney Experience June 1999 - July 2000
Job Branch Administrator Chapel Valley Landscape Company
Industry Construction
Experience
Chapel Valley Landscape Company March 2007 - Present
Aflac May 2006 - February 2007
Morgan Stanley Smith Barney June 1999 - July 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Contractors, Budgets, Sage Timberline Office, Facebook, Twitter, Internet, Computers, Bookkeeping, Video Editing, Music Production, Kaizen, Photoshop, PowerPoint, Problem Solving, Pricing, Invoicing, YouTube, Entrepreneurship
Education
Radford University 2000 — 2005
Bachelor's degree, Finance
Radford University 2000 — 2005
Bachelor of Science (BS), Sociology
Chapel Valley Landscape Company March 2007 - Present
Aflac May 2006 - February 2007
Morgan Stanley Smith Barney June 1999 - July 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Contractors, Budgets, Sage Timberline Office, Facebook, Twitter, Internet, Computers, Bookkeeping, Video Editing, Music Production, Kaizen, Photoshop, PowerPoint, Problem Solving, Pricing, Invoicing, YouTube, Entrepreneurship
Education
Radford University 2000 — 2005
Bachelor's degree, Finance
Radford University 2000 — 2005
Bachelor of Science (BS), Sociology
William Ehrman's Morgan Stanley Smith Barney Experience June 2009 - September 2009
Job Senior Associate at Triage Consulting Group
Industry Financial Services
Experience
Triage Consulting Group 2014 - Present
EF English First August 2013 - July 2014
Triage Consulting Group December 2012 - June 2013
Triage Consulting Group March 2011 - November 2012
Morgan Stanley Smith Barney June 2009 - September 2009
Morgan Stanley Smith Barney June 2008 - September 2008
Skills
Analysis, Data Analysis, Research, Accounting, Microsoft Office, Healthcare, Access, Negotiation, Insurance, Microsoft Excel, PowerPoint, Financial Analysis, Public Speaking, Microsoft Word, Financial Modeling, Project Management, Social Media, Market Research, Customer Service, Leadership, Manage client..., Client Relations, Management
Education
University of California, San Diego 2006 — 2010
Bachelor, Literature
Punahou School 1994 — 2006
High School
Triage Consulting Group 2014 - Present
EF English First August 2013 - July 2014
Triage Consulting Group December 2012 - June 2013
Triage Consulting Group March 2011 - November 2012
Morgan Stanley Smith Barney June 2009 - September 2009
Morgan Stanley Smith Barney June 2008 - September 2008
Skills
Analysis, Data Analysis, Research, Accounting, Microsoft Office, Healthcare, Access, Negotiation, Insurance, Microsoft Excel, PowerPoint, Financial Analysis, Public Speaking, Microsoft Word, Financial Modeling, Project Management, Social Media, Market Research, Customer Service, Leadership, Manage client..., Client Relations, Management
Education
University of California, San Diego 2006 — 2010
Bachelor, Literature
Punahou School 1994 — 2006
High School
Ann Montemarano Ann Montemarano's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Senior Tax Associate at PwC
Industry Accounting
Rachel Gartner's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Summer Legal Intern at Beijing East IP Ltd.
Industry Law Practice
Experience
The John Marshall Law School 2015 - Present
Amin Talati & Upadhye, LLC June 2014 - Present
The John Marshall Law School January 2013 - Present
Beijing East IP Ltd. June 2015 - August 2015
Mortgage Foreclosure Mediation Program May 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Kinetic Worldwide May 2011 - August 2011
Skills
Fashion Illustration, Social Media, Cision, Social Media Marketing, Draping, Photoshop, Microsoft Office, Adobe Creative Suite, Facebook, Advertising, Social Networking, Microsoft Excel, PowerPoint, Media Relations, Public Relations, Microsoft Word, Blogging, Marketing, Pattern, Leadership, Mac, Editing, Event Planning, Time Management, Public Speaking, Illustrator, Press Releases, Creative Writing, Legal Research, Intellectual Property
Education
The John Marshall Law School 2013 — 2016
Doctor of Law (J.D.) / Master of Laws (LL.M) in Intellectual Property, Intellectual Property Law
Purdue University 2009 — 2012
Bachelor of Arts (BA), English Language and Literature, General
The John Marshall Law School 2015 - Present
Amin Talati & Upadhye, LLC June 2014 - Present
The John Marshall Law School January 2013 - Present
Beijing East IP Ltd. June 2015 - August 2015
Mortgage Foreclosure Mediation Program May 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Kinetic Worldwide May 2011 - August 2011
Skills
Fashion Illustration, Social Media, Cision, Social Media Marketing, Draping, Photoshop, Microsoft Office, Adobe Creative Suite, Facebook, Advertising, Social Networking, Microsoft Excel, PowerPoint, Media Relations, Public Relations, Microsoft Word, Blogging, Marketing, Pattern, Leadership, Mac, Editing, Event Planning, Time Management, Public Speaking, Illustrator, Press Releases, Creative Writing, Legal Research, Intellectual Property
Education
The John Marshall Law School 2013 — 2016
Doctor of Law (J.D.) / Master of Laws (LL.M) in Intellectual Property, Intellectual Property Law
Purdue University 2009 — 2012
Bachelor of Arts (BA), English Language and Literature, General
Jeffrey Sawyer's Morgan Stanley Smith Barney Experience December 2006 - January 2007
Job Sales Planner, Hulu
Industry Marketing and Advertising
Experience
Hulu March 2014 - Present
Carat USA January 2013 - March 2014
Carat USA February 2012 - January 2013
Infoaxis, Inc. August 2010 - February 2012
Showcase Magazine December 2007 - January 2010
Morgan Stanley Smith Barney December 2006 - January 2007
Skills
CRM, Program Management, Social Networking, SEO, Account Management, Management, Email Marketing, Sales, Google Adwords, Sales Management, Cold Calling, Marketing, Digital Marketing, Social Media, Advertising, Social Media Marketing
Education
Quinnipiac University - School of Business 2006 — 2010
Bachelor of Science, Marketing
Richmond University - Florence, Italy 2009 — 2009
Study Abroad, Fashion Marketing, Fashion Design, Italian, History of Florence, Italian Art History
Hulu March 2014 - Present
Carat USA January 2013 - March 2014
Carat USA February 2012 - January 2013
Infoaxis, Inc. August 2010 - February 2012
Showcase Magazine December 2007 - January 2010
Morgan Stanley Smith Barney December 2006 - January 2007
Skills
CRM, Program Management, Social Networking, SEO, Account Management, Management, Email Marketing, Sales, Google Adwords, Sales Management, Cold Calling, Marketing, Digital Marketing, Social Media, Advertising, Social Media Marketing
Education
Quinnipiac University - School of Business 2006 — 2010
Bachelor of Science, Marketing
Richmond University - Florence, Italy 2009 — 2009
Study Abroad, Fashion Marketing, Fashion Design, Italian, History of Florence, Italian Art History
Nicholas Borkowski's Morgan Stanley Smith Barney Experience June 2013 - August 2013
Job Financial Services: Dynamic Planning at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual June 2015 - Present
Theta Chi Fraternity Delta Chapter November 2012 - November 2013
Morgan Stanley Smith Barney June 2013 - August 2013
Education
Rensselaer Polytechnic Institute 2011 — 2015
Bachelor of Applied Science (BASc), Business Administration and Management, 3.52
Kings Park High School
Northwestern Mutual June 2015 - Present
Theta Chi Fraternity Delta Chapter November 2012 - November 2013
Morgan Stanley Smith Barney June 2013 - August 2013
Education
Rensselaer Polytechnic Institute 2011 — 2015
Bachelor of Applied Science (BASc), Business Administration and Management, 3.52
Kings Park High School
Taylor Nevares's Morgan Stanley Smith Barney Experience March 2012 - December 2012
Job Real Estate Investor at FP Investments
Industry Financial Services
Experience
FP Investments July 2013 - Present
Morgan Stanley Smith Barney March 2012 - December 2012
Croxall Capital Planning June 2011 - March 2012
LigerTail July 2011 - January 2012
Northwestern Mutual November 2009 - September 2010
American Golf Corporation March 2006 - May 2009
Skills
Customer Service, Retail Sales, Time Management, Sales, Building Relationships, Cold Calling, Outlook, Social Networking, Customer Satisfaction, PowerPoint, Social Media Marketing, Marketing, Microsoft Office, Access, Management, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Research, Leadership
Education
University of California Santa Cruz 2010 — 2013
Bachelor of Science (B.S.), Technology and Information Management, Honors in the Major
Purdue University 2007 — 2008
Electrical and Computer Engineering Technology
Miramonte High School
FP Investments July 2013 - Present
Morgan Stanley Smith Barney March 2012 - December 2012
Croxall Capital Planning June 2011 - March 2012
LigerTail July 2011 - January 2012
Northwestern Mutual November 2009 - September 2010
American Golf Corporation March 2006 - May 2009
Skills
Customer Service, Retail Sales, Time Management, Sales, Building Relationships, Cold Calling, Outlook, Social Networking, Customer Satisfaction, PowerPoint, Social Media Marketing, Marketing, Microsoft Office, Access, Management, Microsoft Excel, Microsoft Word, Public Speaking, Social Media, Research, Leadership
Education
University of California Santa Cruz 2010 — 2013
Bachelor of Science (B.S.), Technology and Information Management, Honors in the Major
Purdue University 2007 — 2008
Electrical and Computer Engineering Technology
Miramonte High School
Bridget Ball Shaw Bridget Ball Shaw's Morgan Stanley Smith Barney Experience May 2001 - February 2011
Job Vice President/Financial Advisor at Pinnacle Investments, LLC
Industry Financial Services
Experience
Pinnacle Investments, LLC February 2011 - Present
The Sage Colleges September 2010 - Present
Empire State College January 2010 - Present
home 1984 - 2012
Morgan Stanley Smith Barney May 2001 - February 2011
The Private Consulting Group January 1999 - January 2001
Twining Tree 1984 - 1999
Skills
Structured Settlements, Public Speaking, Non-profits, Series 7, Strategic Planning, Fixed Annuities, Wealth Management, Asset Allocation, Leadership, Securities, Risk Management, Pensions, Retirement Planning
Education
Rensselaer Polytechnic Institute 1999 — 2000
Masters of Science
University at Albany, SUNY 1978 — 1980
BA
St. John Fisher College 1976 — 1978
Pinnacle Investments, LLC February 2011 - Present
The Sage Colleges September 2010 - Present
Empire State College January 2010 - Present
home 1984 - 2012
Morgan Stanley Smith Barney May 2001 - February 2011
The Private Consulting Group January 1999 - January 2001
Twining Tree 1984 - 1999
Skills
Structured Settlements, Public Speaking, Non-profits, Series 7, Strategic Planning, Fixed Annuities, Wealth Management, Asset Allocation, Leadership, Securities, Risk Management, Pensions, Retirement Planning
Education
Rensselaer Polytechnic Institute 1999 — 2000
Masters of Science
University at Albany, SUNY 1978 — 1980
BA
St. John Fisher College 1976 — 1978
Daniel Rufo Daniel Rufo's Morgan Stanley Smith Barney Experience April 1999 - June 2004
Job Financial Advisor at International Assets Advisory
Industry Financial Services
Experience
International Assets Advisory April 2015 - Present
Rufo Financial Group June 2004 - April 2015
Morgan Stanley Smith Barney April 1999 - June 2004
MJ Whitman Inc. June 1994 - April 1999
Skills
Securities, Fixed Income, Investments, FINRA, Portfolio Management, Series 7, Series 63, Banking, Financial Services, Mutual Funds, Asset Managment, Fixed Annuities, Banking Solutions, Hedge Funds, Bonds, Asset Allocation, Financial Risk, Structured Products, Financial Advisory, New issue syndicate, Asset Management
Education
Ramapo College of NJ 1981 — 1985
Bachelor's degree, Communication, General
International Assets Advisory April 2015 - Present
Rufo Financial Group June 2004 - April 2015
Morgan Stanley Smith Barney April 1999 - June 2004
MJ Whitman Inc. June 1994 - April 1999
Skills
Securities, Fixed Income, Investments, FINRA, Portfolio Management, Series 7, Series 63, Banking, Financial Services, Mutual Funds, Asset Managment, Fixed Annuities, Banking Solutions, Hedge Funds, Bonds, Asset Allocation, Financial Risk, Structured Products, Financial Advisory, New issue syndicate, Asset Management
Education
Ramapo College of NJ 1981 — 1985
Bachelor's degree, Communication, General
Nicholas Attard's Morgan Stanley Smith Barney Experience December 2010 - May 2012
Job Associate
Industry Investment Management
Experience
Commonfund January 2014 - Present
Morgan Stanley May 2012 - January 2014
Morgan Stanley Smith Barney December 2010 - May 2012
Morgan Stanley Smith Barney December 2009 - December 2010
Skills
Alternative Investments, Investments, Portfolio Management, Private Equity, Hedge Funds, Venture Capital, Capital Markets, Bloomberg Terminal, Series 7, Series 31, Series 66, Investment Management, Advanced Excel, S&P Reports, Equities, Fixed Income, Options Strategies, Derivatives, Equity Trading, Technical Analysis, Hedging, Investment Strategies, Asset Management, Endowment Funds, Family Office, Asset Allocation, Pivotal, Morningstar
Education
Quinnipiac University - School of Business
Bachelor of Science, Finance and Economics
Commonfund January 2014 - Present
Morgan Stanley May 2012 - January 2014
Morgan Stanley Smith Barney December 2010 - May 2012
Morgan Stanley Smith Barney December 2009 - December 2010
Skills
Alternative Investments, Investments, Portfolio Management, Private Equity, Hedge Funds, Venture Capital, Capital Markets, Bloomberg Terminal, Series 7, Series 31, Series 66, Investment Management, Advanced Excel, S&P Reports, Equities, Fixed Income, Options Strategies, Derivatives, Equity Trading, Technical Analysis, Hedging, Investment Strategies, Asset Management, Endowment Funds, Family Office, Asset Allocation, Pivotal, Morningstar
Education
Quinnipiac University - School of Business
Bachelor of Science, Finance and Economics
Bobbie Anderson Bobbie Anderson's Morgan Stanley Smith Barney Experience June 2011 - September 2011
Job Human Resources Professional
Industry Human Resources
Experience
UBS March 2014 - Present
UBS July 2013 - Present
Insight Global June 2012 - June 2013
Providence College January 2011 - June 2012
Aritzia November 2010 - January 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Education
Providence College 2008 — 2012
UBS March 2014 - Present
UBS July 2013 - Present
Insight Global June 2012 - June 2013
Providence College January 2011 - June 2012
Aritzia November 2010 - January 2012
Morgan Stanley Smith Barney June 2011 - September 2011
Education
Providence College 2008 — 2012
Michelle Pietrowicz Michelle Pietrowicz's Morgan Stanley Smith Barney Experience 2000 - 2002
Job Director of New Business at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2011 - Present
Northwestern Mutual October 2008 - November 2010
Mortgage Master 2007 - 2008
Washington Mutual 2002 - 2007
Morgan Stanley Smith Barney 2000 - 2002
Skills
Superb organization..., Good communicator, Multitasking, Ability to prioritize..., Decision maker, Project management..., Accuracy, Microsoft Office and..., Customer Service, Microsoft Word, Training, Fundraising, Leadership, Access, Office Management, Microsoft Excel, Microsoft Office, PowerPoint, Marketing, Interviews, Human Resources, New Business Development, Project Management, Management, Outlook, Recruiting, Data Entry, Sales Operations, Forecasting, Loans
Education
Fred Pryor Seminars 2011 — 2011
Certificate, Human Resources
French River Education Center, Inc. 2011 — 2011
Certificate, Computer Applications
Quinsigamond Community College 1992 — 1995
Associates, Business Administration
Northwestern Mutual September 2011 - Present
Northwestern Mutual October 2008 - November 2010
Mortgage Master 2007 - 2008
Washington Mutual 2002 - 2007
Morgan Stanley Smith Barney 2000 - 2002
Skills
Superb organization..., Good communicator, Multitasking, Ability to prioritize..., Decision maker, Project management..., Accuracy, Microsoft Office and..., Customer Service, Microsoft Word, Training, Fundraising, Leadership, Access, Office Management, Microsoft Excel, Microsoft Office, PowerPoint, Marketing, Interviews, Human Resources, New Business Development, Project Management, Management, Outlook, Recruiting, Data Entry, Sales Operations, Forecasting, Loans
Education
Fred Pryor Seminars 2011 — 2011
Certificate, Human Resources
French River Education Center, Inc. 2011 — 2011
Certificate, Computer Applications
Quinsigamond Community College 1992 — 1995
Associates, Business Administration
Catherine Hunter Catherine Hunter's Morgan Stanley Smith Barney Experience April 1998 - May 2005
Job Financial Advisor, CERTIFIED FINANCIAL PLANNER™ at Raymond James
Industry Financial Services
Experience
Raymond James December 2013 - Present
Marx Wealth Management Group at UBS May 2005 - December 2013
Morgan Stanley Smith Barney April 1998 - May 2005
Education
Queens University of Charlotte 2001 — 2003
Financial Planning
The University of Georgia 1992 — 1996
BA, Psychology
concord high school
Raymond James December 2013 - Present
Marx Wealth Management Group at UBS May 2005 - December 2013
Morgan Stanley Smith Barney April 1998 - May 2005
Education
Queens University of Charlotte 2001 — 2003
Financial Planning
The University of Georgia 1992 — 1996
BA, Psychology
concord high school
Christian Maniscalco Christian Maniscalco's Morgan Stanley Smith Barney Experience June 1996 - January 1998
Job Enterprise Account Executive EMC
Industry Information Technology and Services
Experience
EMC October 2011 - Present
EMC October 2006 - September 2011
Venturcap Investment Group January 1998 - September 2006
Morgan Stanley Smith Barney June 1996 - January 1998
Skills
Solution Selling, Cloud Computing, Salesforce.com, Storage, Account Management, SaaS, Direct Sales, Enterprise Software, Sales Management, New Business Development, Professional Services, Data Center, Channel, Team Leadership, Go-to-market Strategy
Education
Quinnipiac University - School of Business 1992 — 1996
Bachelors, Finance
EMC October 2011 - Present
EMC October 2006 - September 2011
Venturcap Investment Group January 1998 - September 2006
Morgan Stanley Smith Barney June 1996 - January 1998
Skills
Solution Selling, Cloud Computing, Salesforce.com, Storage, Account Management, SaaS, Direct Sales, Enterprise Software, Sales Management, New Business Development, Professional Services, Data Center, Channel, Team Leadership, Go-to-market Strategy
Education
Quinnipiac University - School of Business 1992 — 1996
Bachelors, Finance
Rebecca Klahn Rebecca Klahn's Morgan Stanley Smith Barney Experience January 2009 - December 2009
Job Regional Director Assistant at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. December 2009 - Present
Morgan Stanley Smith Barney January 2009 - December 2009
Citi Group Global Markets April 2008 - January 2009
Citti Global Markets December 2005 - April 2008
Legg Mason Wood Walker April 2002 - December 2005
Skills
Series 7, Wealth Management, Investments, Mutual Funds, Series 9, Series 10, Managed Futures, Series 66
Education
Radford University 1991 — 1995
Bachelor of Science (BS), Broadcast Journalism & Psychology
Castlewood High
Robert W. Baird & Co. December 2009 - Present
Morgan Stanley Smith Barney January 2009 - December 2009
Citi Group Global Markets April 2008 - January 2009
Citti Global Markets December 2005 - April 2008
Legg Mason Wood Walker April 2002 - December 2005
Skills
Series 7, Wealth Management, Investments, Mutual Funds, Series 9, Series 10, Managed Futures, Series 66
Education
Radford University 1991 — 1995
Bachelor of Science (BS), Broadcast Journalism & Psychology
Castlewood High
Shonna Speciale's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Owner/Instructor at Barre d'Oro LLC
Industry Health, Wellness and Fitness
Experience
Barre d'Oro LLC August 2014 - Present
Defined Fitness December 2013 - Present
Mary Kay Independent Business Owner April 2012 - Present
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Cosmetics
Education
Purdue University - Krannert School of Management 2006 — 2010
Bachelor of Science (BS), Management
Barre d'Oro LLC August 2014 - Present
Defined Fitness December 2013 - Present
Mary Kay Independent Business Owner April 2012 - Present
Morgan Stanley Smith Barney June 2009 - August 2009
Skills
Cosmetics
Education
Purdue University - Krannert School of Management 2006 — 2010
Bachelor of Science (BS), Management
Anita Brennan Anita Brennan's Morgan Stanley Smith Barney Experience July 1993 - April 2000
Job Senior Vice President Investments at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2000 - Present
Morgan Stanley Smith Barney July 1993 - April 2000
Lehman Brothers May 1988 - July 1993
Education
Regis College
UBS Wealth Management April 2000 - Present
Morgan Stanley Smith Barney July 1993 - April 2000
Lehman Brothers May 1988 - July 1993
Education
Regis College
Brian A. Carey Brian A. Carey's Morgan Stanley Smith Barney Experience March 1988 - March 2009
Job First Vice PresidentInvestments, Senior Portfolio Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management March 2009 - Present
Morgan Stanley Smith Barney March 1988 - March 2009
Dean Witter Reynolds March 1983 - March 1988
Education
Providence College
Bachelor of Science, Business Management
UBS Wealth Management March 2009 - Present
Morgan Stanley Smith Barney March 1988 - March 2009
Dean Witter Reynolds March 1983 - March 1988
Education
Providence College
Bachelor of Science, Business Management
Thomas Mincy's Morgan Stanley Smith Barney Experience May 2007 - February 2011
Job Managing Partner at Silver Birch Capital Advisors
Industry Financial Services
Experience
Silver Birch Capital Advisors September 2013 - Present
Indiana Merchants Banking & Brokerage August 2011 - September 2013
Ameriprise Financial February 2011 - August 2011
Morgan Stanley Smith Barney May 2007 - February 2011
Purdue Association of Indianapolis 2009 - 2011
Ovation Audio Video 1996 - 2005
Definitive Technology August 1993 - March 1996
Gopher baroque audio 1976 - 1980
Skills
Retirement Planning, Small Business, Estate Planning, Asset Allocation, Retirement, 401 K Rollovers, 401 k Plan Review and...
Education
Purdue University 1969 — 1973
Political Science
Howard W Sams Technical Institute 1966 — 1968
Assoc Electrical Engineering Technology, Electrical Engineering
Silver Birch Capital Advisors September 2013 - Present
Indiana Merchants Banking & Brokerage August 2011 - September 2013
Ameriprise Financial February 2011 - August 2011
Morgan Stanley Smith Barney May 2007 - February 2011
Purdue Association of Indianapolis 2009 - 2011
Ovation Audio Video 1996 - 2005
Definitive Technology August 1993 - March 1996
Gopher baroque audio 1976 - 1980
Skills
Retirement Planning, Small Business, Estate Planning, Asset Allocation, Retirement, 401 K Rollovers, 401 k Plan Review and...
Education
Purdue University 1969 — 1973
Political Science
Howard W Sams Technical Institute 1966 — 1968
Assoc Electrical Engineering Technology, Electrical Engineering
Charlene Poindexter Morris's Morgan Stanley Smith Barney Experience September 2010 - February 2011
Job Account Manager
Industry Financial Services
Experience
Investment Advisory Firm July 2013 - Present
Oak Family Advisors, LLC February 2011 - June 2013
Morgan Stanley Smith Barney September 2010 - February 2011
Skills
Wealth Management, Series 7, Alternative Investments, Asset Management, Marketing, Portfolio Management
Education
Purdue University - Krannert School of Management
BS, Management
Investment Advisory Firm July 2013 - Present
Oak Family Advisors, LLC February 2011 - June 2013
Morgan Stanley Smith Barney September 2010 - February 2011
Skills
Wealth Management, Series 7, Alternative Investments, Asset Management, Marketing, Portfolio Management
Education
Purdue University - Krannert School of Management
BS, Management
Estes Folk Estes Folk's Morgan Stanley Smith Barney Experience December 2009 - February 2013
Job Technology
Industry Financial Services
Experience
ePaymentAmerica and Yapyzal March 2015 - Present
L Wilson and Co. February 2013 - March 2015
Morgan Stanley Smith Barney December 2009 - February 2013
Dunavant Enterprises Inc. 2006 - 2009
Dreman Value Management 2005 - 2005
Cotton Council International-London Office 2004 - 2004
Seva Mandir - Rajasthan, India 2004 - 2004
Education
Princeton University 2002 — 2006
BA
ePaymentAmerica and Yapyzal March 2015 - Present
L Wilson and Co. February 2013 - March 2015
Morgan Stanley Smith Barney December 2009 - February 2013
Dunavant Enterprises Inc. 2006 - 2009
Dreman Value Management 2005 - 2005
Cotton Council International-London Office 2004 - 2004
Seva Mandir - Rajasthan, India 2004 - 2004
Education
Princeton University 2002 — 2006
BA
Janet Haviland Janet Haviland's Morgan Stanley Smith Barney Experience September 1986 - October 1993
Job Senior Account Manager at Bloomberg
Industry Financial Services
Experience
Bloomberg October 1993 - Present
Morgan Stanley Smith Barney September 1986 - October 1993
Skills
Market Data, Electronic Trading, Financial Markets, Bloomberg, Bloomberg Terminal, Trading Systems, Fixed Income, Equities, FX Options, Equity Trading, Derivatives, Hedge Funds, Alternative Investments, Commodity, Capital Markets, Equity Derivatives, FX trading, Foreign Exchange, Investment Banking, Investments, Low Latency, Market Risk, Order Management, Options, Securities, Reference Data, Series 63, Series 7, Structured Products, Swaps, Technical Analysis, Trading, Bonds, Credit Derivatives, Financial Services, Portfolio Management
Education
Randolph-Macon Woman's College
BA, Mathematics and Economics
Bloomberg October 1993 - Present
Morgan Stanley Smith Barney September 1986 - October 1993
Skills
Market Data, Electronic Trading, Financial Markets, Bloomberg, Bloomberg Terminal, Trading Systems, Fixed Income, Equities, FX Options, Equity Trading, Derivatives, Hedge Funds, Alternative Investments, Commodity, Capital Markets, Equity Derivatives, FX trading, Foreign Exchange, Investment Banking, Investments, Low Latency, Market Risk, Order Management, Options, Securities, Reference Data, Series 63, Series 7, Structured Products, Swaps, Technical Analysis, Trading, Bonds, Credit Derivatives, Financial Services, Portfolio Management
Education
Randolph-Macon Woman's College
BA, Mathematics and Economics
Alfred Obiesie Alfred Obiesie's Morgan Stanley Smith Barney Experience February 2012 - February 2014
Job Director
Industry Financial Services
Experience
Morgan Stanley Wealth Management February 2014 - Present
One Trac Mine 2001 - Present
Morgan Stanley Smith Barney February 2012 - February 2014
Morgan Stanley January 2011 - September 2011
Goldman Sachs January 2010 - August 2010
Lehman Brothers September 2005 - October 2008
Mutual of America December 2003 - August 2005
Hermes of Paris October 2002 - December 2003
MORGAN STANLEY DEAN WITTER September 1999 - September 2002
Elias Arts 1997 - 1999
Skills
Financial Reporting, General Ledger, Accruals, Variance Analysis, Financial Analysis, Budgeting, Excel, Financial Modeling, PowerPoint, PeopleSoft, Word, Forecasting, Access, Corporate Finance, Reconciliation, Microsoft Office, Process Improvement, Outlook, MIS, Accounting, Expense Control, Monthly Reporting, General Ledger..., Invoice Processing, Budget Reconciliation, Expense Budgeting, Monthly Closing, Forecasting Models, Trend Reporting, Variances, Check Processing, Chargebacks, Activity Based..., IT Financial Management, Account Reconciliation, Microsoft Word, Budgets, Analysis, Microsoft Excel, Management, Expense Management, Equities, Strategy, Vendor Management, Trend Analysis
Education
New School University 2001 — 2003
Audio Engineering Certification
Queens College 1993 — 1996
Acounting
Brooklyn Technical HS 1989 — 1993
Aerospace, Aeronautical and Astronautical/Space Engineering
Morgan Stanley Wealth Management February 2014 - Present
One Trac Mine 2001 - Present
Morgan Stanley Smith Barney February 2012 - February 2014
Morgan Stanley January 2011 - September 2011
Goldman Sachs January 2010 - August 2010
Lehman Brothers September 2005 - October 2008
Mutual of America December 2003 - August 2005
Hermes of Paris October 2002 - December 2003
MORGAN STANLEY DEAN WITTER September 1999 - September 2002
Elias Arts 1997 - 1999
Skills
Financial Reporting, General Ledger, Accruals, Variance Analysis, Financial Analysis, Budgeting, Excel, Financial Modeling, PowerPoint, PeopleSoft, Word, Forecasting, Access, Corporate Finance, Reconciliation, Microsoft Office, Process Improvement, Outlook, MIS, Accounting, Expense Control, Monthly Reporting, General Ledger..., Invoice Processing, Budget Reconciliation, Expense Budgeting, Monthly Closing, Forecasting Models, Trend Reporting, Variances, Check Processing, Chargebacks, Activity Based..., IT Financial Management, Account Reconciliation, Microsoft Word, Budgets, Analysis, Microsoft Excel, Management, Expense Management, Equities, Strategy, Vendor Management, Trend Analysis
Education
New School University 2001 — 2003
Audio Engineering Certification
Queens College 1993 — 1996
Acounting
Brooklyn Technical HS 1989 — 1993
Aerospace, Aeronautical and Astronautical/Space Engineering
Adam Hecht, CFP®, CRPC® Adam Hecht, CFP®, CRPC®'s Morgan Stanley Smith Barney Experience July 2000 - January 2011
Job Financial Advisor First Vice President Investments, PIM Portfolio Manager at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors January 2011 - Present
Morgan Stanley Smith Barney July 2000 - January 2011
Morgan Stanley July 2008 - July 2009
Skills
Investments, Finance, Financial Advisory, Retirement Planning, Mutual Funds, Alternative Investments, Cash Management, Life Insurance, Management, Sales, 401k Rollovers, Asset Allocation, Concentrated Stock..., Estate Investment..., Insurance, Investment Strategies, Risk Management, Stock Market Analysis, Tax Efficient Strategies, Wealth Preservation...
Education
Quinnipiac University 1996 — 2000
Quinnipiac University - School of Business 1996 — 2000
Bachelor of Science, Finance
Providence Country Day 1992 — 1996
High School Diploma
Wells Fargo Advisors January 2011 - Present
Morgan Stanley Smith Barney July 2000 - January 2011
Morgan Stanley July 2008 - July 2009
Skills
Investments, Finance, Financial Advisory, Retirement Planning, Mutual Funds, Alternative Investments, Cash Management, Life Insurance, Management, Sales, 401k Rollovers, Asset Allocation, Concentrated Stock..., Estate Investment..., Insurance, Investment Strategies, Risk Management, Stock Market Analysis, Tax Efficient Strategies, Wealth Preservation...
Education
Quinnipiac University 1996 — 2000
Quinnipiac University - School of Business 1996 — 2000
Bachelor of Science, Finance
Providence Country Day 1992 — 1996
High School Diploma
Darren Brown's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job Business Specialist
Industry Computer Software
Experience
Smartsheet May 2013 - Present
5Plus2Apps May 2012 - August 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Sales, Microsoft Excel, Business Analysis, Project Management, PowerPoint, Salesforce.com, Team Leadership, Databases, Marketing, Social Media, SQL, Customer Service, Account Management, Teamwork, Leadership, Direct Marketing, Enterprise Software
Education
Purdue University - Krannert School of Management
B.S., Economics
Skyline High
Smartsheet May 2013 - Present
5Plus2Apps May 2012 - August 2012
Morgan Stanley Smith Barney May 2010 - August 2010
Skills
Sales, Microsoft Excel, Business Analysis, Project Management, PowerPoint, Salesforce.com, Team Leadership, Databases, Marketing, Social Media, SQL, Customer Service, Account Management, Teamwork, Leadership, Direct Marketing, Enterprise Software
Education
Purdue University - Krannert School of Management
B.S., Economics
Skyline High
Diana Kleper-Gilkes Diana Kleper-Gilkes's Morgan Stanley Smith Barney Experience 2006 - 2009
Job Assistant Operations Manager at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management 2014 - Present
UBS Financial Services 2009 - 2014
Morgan Stanley Smith Barney 2006 - 2009
Dallas Mavericks 2000 - 2009
Education
Princeton University 1995 — 1999
Bachelor of Arts (B.A.), Ecology and Evolutionary Biology
Chief Sealth High School
The University of Texas at Dallas - School of Management
Master of Business Administration (MBA)
UBS Wealth Management 2014 - Present
UBS Financial Services 2009 - 2014
Morgan Stanley Smith Barney 2006 - 2009
Dallas Mavericks 2000 - 2009
Education
Princeton University 1995 — 1999
Bachelor of Arts (B.A.), Ecology and Evolutionary Biology
Chief Sealth High School
The University of Texas at Dallas - School of Management
Master of Business Administration (MBA)
Joseph (Joe) Opsahl Joseph (Joe) Opsahl's Morgan Stanley Smith Barney Experience 1988 - September 2009
Job COO Partner Senior Wealth Advisor at TRUE Private Wealth Advisors
Industry Financial Services
Experience
TRUE Private Wealth Advisors October 2013 - Present
Merrill Lynch September 2009 - October 2013
Morgan Stanley Smith Barney 1988 - September 2009
Kidder Peabody January 1984 - March 1988
Ernst & Young January 1980 - January 1984
Skills
Wealth Management, Investments, Portfolio Management, Finance, Risk Management, High Net Worth..., Wealth, Management, Real Estate, Accounting, Series 7, Negotiation, Asset Allocation, Alternative Investments, Series 63
Education
Portland State University - School of Business 1976 — 1979
BS, Accounting
University of Washington 1974 — 1976
TRUE Private Wealth Advisors October 2013 - Present
Merrill Lynch September 2009 - October 2013
Morgan Stanley Smith Barney 1988 - September 2009
Kidder Peabody January 1984 - March 1988
Ernst & Young January 1980 - January 1984
Skills
Wealth Management, Investments, Portfolio Management, Finance, Risk Management, High Net Worth..., Wealth, Management, Real Estate, Accounting, Series 7, Negotiation, Asset Allocation, Alternative Investments, Series 63
Education
Portland State University - School of Business 1976 — 1979
BS, Accounting
University of Washington 1974 — 1976
Mark Rojek's Morgan Stanley Smith Barney Experience 2007 - 2009
Job Financial Advisor / Investment Executive
Industry Financial Services
Experience
Raymond James August 2009 - Present
Walsh University July 2013 - Present
Morgan Stanley Smith Barney 2007 - 2009
Skills
Financial Planning, Retirement Planning, Wealth, Investments, Asset, Tax, Retirement Income..., Wealth Management, 401k Rollovers, Investment Advisory, Asset Management, Charitable Giving, Asset Allocation, Comprehensive Wealth..., Estate Planning, Series 7, Wealth Accumulation, Wealth Preservation, Strategic Financial..., Wealth Management..., Asset Managment, Retirement, Investment Management, Financial Advisory, Financial Planners, Finance
Education
University of Akron School of Law 2002 — 2007
J.D., Taxation, Estate Law
Purdue University - Krannert School of Management 1979 — 1981
M.S., Management, Finance
University at Buffalo 1975 — 1979
B.S., Managmement, Accounting
Walsh University
Raymond James August 2009 - Present
Walsh University July 2013 - Present
Morgan Stanley Smith Barney 2007 - 2009
Skills
Financial Planning, Retirement Planning, Wealth, Investments, Asset, Tax, Retirement Income..., Wealth Management, 401k Rollovers, Investment Advisory, Asset Management, Charitable Giving, Asset Allocation, Comprehensive Wealth..., Estate Planning, Series 7, Wealth Accumulation, Wealth Preservation, Strategic Financial..., Wealth Management..., Asset Managment, Retirement, Investment Management, Financial Advisory, Financial Planners, Finance
Education
University of Akron School of Law 2002 — 2007
J.D., Taxation, Estate Law
Purdue University - Krannert School of Management 1979 — 1981
M.S., Management, Finance
University at Buffalo 1975 — 1979
B.S., Managmement, Accounting
Walsh University
Bill Banker's Morgan Stanley Smith Barney Experience 1985 - 1998
Job President, Banker Investment Group
Industry Investment Management
Experience
Banker Investment Group 1998 - Present
Morgan Stanley Smith Barney 1985 - 1998
Education
Purdue University 1980 — 1985
Bachelor's degree, Organizational Communication and Public Relations
Banker Investment Group 1998 - Present
Morgan Stanley Smith Barney 1985 - 1998
Education
Purdue University 1980 — 1985
Bachelor's degree, Organizational Communication and Public Relations
Lee Korn Lee Korn's Morgan Stanley Smith Barney Experience June 1999 - Present
Job Family Wealth Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 1999 - Present
Edward D Jones August 1996 - May 1999
Skills
Asset Allocation, Estate Planning, Finance, Financial Advisory, Mutual Funds, Financial Planning, Portfolio Management, Retirement Planning, Risk Management
Education
Queens College
Morgan Stanley Smith Barney June 1999 - Present
Edward D Jones August 1996 - May 1999
Skills
Asset Allocation, Estate Planning, Finance, Financial Advisory, Mutual Funds, Financial Planning, Portfolio Management, Retirement Planning, Risk Management
Education
Queens College
Troy Mullins Troy Mullins's Morgan Stanley Smith Barney Experience April 2010 - August 2011
Job Investment Advisor at First American National Advisors
Industry Financial Services
Experience
First American National Advisors September 2011 - Present
Bob Murray Trucking 2013 - 2014
Morgan Stanley Smith Barney April 2010 - August 2011
Skills
Retirement Planning, Wealth Management, Investments, Asset Management
Education
Portland State University - School of Business 1993 — 1996
BS, Business:Marketing
Umpqua community college
First American National Advisors September 2011 - Present
Bob Murray Trucking 2013 - 2014
Morgan Stanley Smith Barney April 2010 - August 2011
Skills
Retirement Planning, Wealth Management, Investments, Asset Management
Education
Portland State University - School of Business 1993 — 1996
BS, Business:Marketing
Umpqua community college
Gloria Irizarry Gloria Irizarry's Morgan Stanley Smith Barney Experience 2005 - 2006
Job SCSEP General administration at nonprofit at AARP Foundation
Industry Public Policy
Experience
AARP Foundation November 2013 - Present
josephpeople.org 2010 - Present
Law Office of George Poulos March 2009 - August 2010
U S Census May 2010 - July 2010
New York Public Interest Group January 2010 - May 2010
Malik & Associates January 2008 - June 2008
Loan Officer 2008 - 2008
Walsh Associates November 2004 - February 2007
Morgan Stanley Smith Barney 2005 - 2006
Deutsche Bank 2005 - 2006
Skills
Bilingual-Spanish, Team Leadership, Excel, Outlook, Microsoft Excel, Non-profits, Research, PowerPoint, Microsoft Word, Legal Research, Leadership, Event Planning, Nonprofits, Legal Writing, Payroll, Marketing, Interviews, Administrative..., Management, Public Speaking, Project Management, Fundraising, Time Management, Administrative...
Education
Latino SBDC - Kutztown University 2013 — 2013
Certificate from Kutztown University Latino Business Center, Enterpreneural Business skills
City University of New York-Queens College 2008 — 2010
Bachelor in Arts Degree, Political Science
New York Paralegal School 2007 — 2008
Paralegal Certificate, Litigation
CUNY - LaGuardia Community College 1974 — 1976
Associate in Arts Degree, Liberal Arts; Psychology, Sociology
AARP Foundation November 2013 - Present
josephpeople.org 2010 - Present
Law Office of George Poulos March 2009 - August 2010
U S Census May 2010 - July 2010
New York Public Interest Group January 2010 - May 2010
Malik & Associates January 2008 - June 2008
Loan Officer 2008 - 2008
Walsh Associates November 2004 - February 2007
Morgan Stanley Smith Barney 2005 - 2006
Deutsche Bank 2005 - 2006
Skills
Bilingual-Spanish, Team Leadership, Excel, Outlook, Microsoft Excel, Non-profits, Research, PowerPoint, Microsoft Word, Legal Research, Leadership, Event Planning, Nonprofits, Legal Writing, Payroll, Marketing, Interviews, Administrative..., Management, Public Speaking, Project Management, Fundraising, Time Management, Administrative...
Education
Latino SBDC - Kutztown University 2013 — 2013
Certificate from Kutztown University Latino Business Center, Enterpreneural Business skills
City University of New York-Queens College 2008 — 2010
Bachelor in Arts Degree, Political Science
New York Paralegal School 2007 — 2008
Paralegal Certificate, Litigation
CUNY - LaGuardia Community College 1974 — 1976
Associate in Arts Degree, Liberal Arts; Psychology, Sociology
Perrin W. Clark Perrin W. Clark's Morgan Stanley Smith Barney Experience December 2007 - May 2011
Job Partner at Ytterberg Deery Knull LLP
Industry Law Practice
Experience
Ytterberg Deery Knull LLP July 2011 - Present
Morgan Stanley Smith Barney December 2007 - May 2011
Sullivan & Cromwell LLP September 2000 - June 2007
US Army June 1993 - June 1997
Skills
Securities Regulation, Estate Planning, Securities, Corporate Law, Litigation, Trusts, Alternative Dispute..., Asset Management, Corporate Governance, Trust Services, Mediation, Investment Advisory, Estate Tax Planning, Financial Planners, Cross-border..., Financial Regulation, Legal Compliance, Legal Assistance, Banking Law, Estate Law, Corporate Finance, Trials, Financial Services, Trust Management
Education
University of Virginia School of Law 1997 — 2000
JD, Law
Princeton University 1989 — 1993
A.B., Ecology and Evolutionary Biology
Ytterberg Deery Knull LLP July 2011 - Present
Morgan Stanley Smith Barney December 2007 - May 2011
Sullivan & Cromwell LLP September 2000 - June 2007
US Army June 1993 - June 1997
Skills
Securities Regulation, Estate Planning, Securities, Corporate Law, Litigation, Trusts, Alternative Dispute..., Asset Management, Corporate Governance, Trust Services, Mediation, Investment Advisory, Estate Tax Planning, Financial Planners, Cross-border..., Financial Regulation, Legal Compliance, Legal Assistance, Banking Law, Estate Law, Corporate Finance, Trials, Financial Services, Trust Management
Education
University of Virginia School of Law 1997 — 2000
JD, Law
Princeton University 1989 — 1993
A.B., Ecology and Evolutionary Biology
Eric Dunham MBA, PMP, PMI-ACP, DTM Eric Dunham MBA, PMP, PMI-ACP, DTM's Morgan Stanley Smith Barney Experience February 2011 - January 2012
Job Visionary & Motivational Leader, Public Speaker, Life Long Learner and a Veteran Program Manager
Industry Transportation/Trucking/Railroad
Experience
Eric Dunham, Speaker and Workshop Facilitator June 2012 - Present
Regional Transportation District April 2012 - Present
Sobriety House August 2009 - Present
Toastmasters International 2014 - 2015
Toastmasters International - District 26 July 2013 - June 2014
Parker Toastmasters/Toastmasters Int'l District 26 July 2012 - June 2013
Morgan Stanley Smith Barney February 2011 - January 2012
Toastmasters International 2011 - 2012
TeleTech April 2010 - January 2011
Frontier Airlines March 2008 - April 2010
Skills
Program Management, Cross-functional Team..., Project Management, Change Management, Strategic Planning, Vendor Management, SDLC, PMP, Public Speaking, Contract Management, Business Process..., Wireless, Leadership Development, Certified Scrum Master..., Leadership, Strategy, Process Improvement, Management, CRM, Business Analysis, Call Centers, Project Portfolio..., Telecommunications, Budgets, Risk Management, Team Leadership, Product Development, Customer Service, High Performance Teams
Education
Regis University 2004 — 2006
MBA, Finance & Accounting
Regis University 2000 — 2002
MS, Computer Information Technology - Network Technology
Eric Dunham, Speaker and Workshop Facilitator June 2012 - Present
Regional Transportation District April 2012 - Present
Sobriety House August 2009 - Present
Toastmasters International 2014 - 2015
Toastmasters International - District 26 July 2013 - June 2014
Parker Toastmasters/Toastmasters Int'l District 26 July 2012 - June 2013
Morgan Stanley Smith Barney February 2011 - January 2012
Toastmasters International 2011 - 2012
TeleTech April 2010 - January 2011
Frontier Airlines March 2008 - April 2010
Skills
Program Management, Cross-functional Team..., Project Management, Change Management, Strategic Planning, Vendor Management, SDLC, PMP, Public Speaking, Contract Management, Business Process..., Wireless, Leadership Development, Certified Scrum Master..., Leadership, Strategy, Process Improvement, Management, CRM, Business Analysis, Call Centers, Project Portfolio..., Telecommunications, Budgets, Risk Management, Team Leadership, Product Development, Customer Service, High Performance Teams
Education
Regis University 2004 — 2006
MBA, Finance & Accounting
Regis University 2000 — 2002
MS, Computer Information Technology - Network Technology
Corey Douglas's Morgan Stanley Smith Barney Experience January 2008 - Present
Job Consultant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2008 - Present
Avellino Productions June 2006 - December 2008
Skills
Organizational..., Client Service Oriented, Operational Streamlining, Creative Solutions, Series 7, Series 66, Wealth Management, Service Management, Strategic Financial..., Finance, Portfolio Management, Uniform Combined State..., Client Services
Education
Quinnipiac University 2002 — 2006
BA, Public Relations/Sociology
Morristown-Beard School 1999 — 2002
Morgan Stanley Smith Barney January 2008 - Present
Avellino Productions June 2006 - December 2008
Skills
Organizational..., Client Service Oriented, Operational Streamlining, Creative Solutions, Series 7, Series 66, Wealth Management, Service Management, Strategic Financial..., Finance, Portfolio Management, Uniform Combined State..., Client Services
Education
Quinnipiac University 2002 — 2006
BA, Public Relations/Sociology
Morristown-Beard School 1999 — 2002
Jay Rovert's Morgan Stanley Smith Barney Experience June 1982 - July 1994
Job Financial Advisor, Financial Services Representative at Barnum Financial Group, an office of MetLife
Industry Financial Services
Experience
Barnum Financial Group, an office of MetLife July 2002 - Present
Merrill Lynch August 1994 - July 2002
Morgan Stanley Smith Barney June 1982 - July 1994
Skills
Investments, Portfolio Management, Fixed Annuities, Wealth Management, Mutual Funds, Funding Strategies, Series 7, Series 63, Business Networking
Education
Quinnipiac University 1975 — 1977
BS, Acctg.
Quinnipiac University 1974 — 1976
BS, Acctg.
University of Connecticut 1971 — 1973
BA, History
Tulane University 1969 — 1971
History/Economics
Barnum Financial Group, an office of MetLife July 2002 - Present
Merrill Lynch August 1994 - July 2002
Morgan Stanley Smith Barney June 1982 - July 1994
Skills
Investments, Portfolio Management, Fixed Annuities, Wealth Management, Mutual Funds, Funding Strategies, Series 7, Series 63, Business Networking
Education
Quinnipiac University 1975 — 1977
BS, Acctg.
Quinnipiac University 1974 — 1976
BS, Acctg.
University of Connecticut 1971 — 1973
BA, History
Tulane University 1969 — 1971
History/Economics
Harold Bolton, MBA's Morgan Stanley Smith Barney Experience April 2009 - December 2009
Job IT Finance Manager at UPS / Adjunct Professor at Ramapo College of New Jersey
Industry Transportation/Trucking/Railroad
Experience
UPS May 2010 - Present
Ramapo College of New Jersey September 2015 - September 2015
Ramapo College of New Jersey January 2007 - May 2010
Morgan Stanley Smith Barney April 2009 - December 2009
Verizon May 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Access, Microsoft Word, Variance Analysis, Time Management, Organizational Structure, Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Microsoft Office, Finance, Corporate Finance, Outlook, Payroll, Project Management, Business Planning, Cash Flow Forecasting, Capital Budgeting, Securities, Strategic Planning, Valuation, Journal Entries, Spreadsheets, Process Improvement, Business Analysis, Teamwork, Sarbanes-Oxley Act, US GAAP, Banking, Leadership, Strategic Financial..., Cash Flow, Equities, Risk Management, PeopleSoft, Accounts Payable, Data Analysis, Business Strategy, Portfolio Management, Strategy, Financial Accounting, Account Reconciliation, Analysis, GAAP, Financial Statements, Investments, Management, Auditing
Education
William Paterson University of New Jersey 2012 — 2014
Master of Business Administration (MBA), Finance
Ramapo College of New Jersey 2006 — 2010
BS, Finance
UPS May 2010 - Present
Ramapo College of New Jersey September 2015 - September 2015
Ramapo College of New Jersey January 2007 - May 2010
Morgan Stanley Smith Barney April 2009 - December 2009
Verizon May 2009 - August 2009
Skills
PowerPoint, Microsoft Excel, Access, Microsoft Word, Variance Analysis, Time Management, Organizational Structure, Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Microsoft Office, Finance, Corporate Finance, Outlook, Payroll, Project Management, Business Planning, Cash Flow Forecasting, Capital Budgeting, Securities, Strategic Planning, Valuation, Journal Entries, Spreadsheets, Process Improvement, Business Analysis, Teamwork, Sarbanes-Oxley Act, US GAAP, Banking, Leadership, Strategic Financial..., Cash Flow, Equities, Risk Management, PeopleSoft, Accounts Payable, Data Analysis, Business Strategy, Portfolio Management, Strategy, Financial Accounting, Account Reconciliation, Analysis, GAAP, Financial Statements, Investments, Management, Auditing
Education
William Paterson University of New Jersey 2012 — 2014
Master of Business Administration (MBA), Finance
Ramapo College of New Jersey 2006 — 2010
BS, Finance
Will Bach, CFP(r)'s Morgan Stanley Smith Barney Experience October 2009 - March 2012
Job President, Midwestern Wealth Management at Raymond James
Industry Financial Services
Experience
Midwestern Wealth Management at Raymond James October 2015 - Present
Dayton Racquet Club April 2011 - Present
SICSA - The Society for the Improvement of Conditions for Stray Animals June 2010 - Present
Raymond James April 2012 - October 2015
Morgan Keegan March 2012 - April 2012
Morgan Stanley Smith Barney October 2009 - March 2012
The Austin Group June 2008 - October 2009
City of Beech Grove August 2005 - October 2009
Skills
Investments, Series 7, Wealth Management, Mutual Funds, Certified Financial..., series 6, Finance
Education
Boston University Institute of Finance 2009 — 2010
Certificate, Financial Planning
Indiana Wesleyan University 2007 — 2009
MBA, Finance
Purdue University 2000 — 2004
BA, Law and Society
Franklin Central High School 1997 — 2000
Midwestern Wealth Management at Raymond James October 2015 - Present
Dayton Racquet Club April 2011 - Present
SICSA - The Society for the Improvement of Conditions for Stray Animals June 2010 - Present
Raymond James April 2012 - October 2015
Morgan Keegan March 2012 - April 2012
Morgan Stanley Smith Barney October 2009 - March 2012
The Austin Group June 2008 - October 2009
City of Beech Grove August 2005 - October 2009
Skills
Investments, Series 7, Wealth Management, Mutual Funds, Certified Financial..., series 6, Finance
Education
Boston University Institute of Finance 2009 — 2010
Certificate, Financial Planning
Indiana Wesleyan University 2007 — 2009
MBA, Finance
Purdue University 2000 — 2004
BA, Law and Society
Franklin Central High School 1997 — 2000
Marilyn Rowland Marilyn Rowland's Morgan Stanley Smith Barney Experience May 2002 - August 2002
Job
Industry Investment Management
Experience
Nu Paradigm Investment Partners, LLC May 2014 - Present
PSE Associates, LLC August 2010 - May 2014
Towers Watson June 2008 - August 2010
Towers Watson (formally Watson Wyatt Worldwide) June 2008 - August 2010
Evaluation Associates August 2006 - June 2008
USI Consulting Group, Inc April 2004 - August 2006
AllianceBernstein July 2003 - September 2003
Morgan Stanley Smith Barney May 2002 - August 2002
Skills
Investment Research, Investment Strategies, Manager Research, Asset Allocation, Mutual Funds, Quantitative Analysis, Equity Research, Research, Quantitative Analytics, Investments, Employee Benefits, Portfolio Management, Valuation, Fixed Income, Investment Management, Strategy, Analysis, Trading, Alternative Investments, Hedge Funds, Asset Management, Due Diligence, Financial Modeling, Sales Presentation..., Equities, Bloomberg, Financial Services, Investment Advisory
Education
Quinnipiac University - School of Business 1999 — 2003
BS
Quinnipiac University
Bachelor of Science
Guilford high School
Nu Paradigm Investment Partners, LLC May 2014 - Present
PSE Associates, LLC August 2010 - May 2014
Towers Watson June 2008 - August 2010
Towers Watson (formally Watson Wyatt Worldwide) June 2008 - August 2010
Evaluation Associates August 2006 - June 2008
USI Consulting Group, Inc April 2004 - August 2006
AllianceBernstein July 2003 - September 2003
Morgan Stanley Smith Barney May 2002 - August 2002
Skills
Investment Research, Investment Strategies, Manager Research, Asset Allocation, Mutual Funds, Quantitative Analysis, Equity Research, Research, Quantitative Analytics, Investments, Employee Benefits, Portfolio Management, Valuation, Fixed Income, Investment Management, Strategy, Analysis, Trading, Alternative Investments, Hedge Funds, Asset Management, Due Diligence, Financial Modeling, Sales Presentation..., Equities, Bloomberg, Financial Services, Investment Advisory
Education
Quinnipiac University - School of Business 1999 — 2003
BS
Quinnipiac University
Bachelor of Science
Guilford high School
Diana Lohrer Diana Lohrer's Morgan Stanley Smith Barney Experience January 2012 - June 2012
Job Senior Internal Wholesaler at BNY Mellon Dreyfus
Industry Financial Services
Experience
BNY Mellon Dreyfus July 2015 - Present
Morgan Stanley Wealth Management March 2013 - June 2015
Morgan Stanley Wealth Management June 2012 - March 2013
Morgan Stanley Smith Barney January 2012 - June 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Series 7, Uniform Combined State..., Mutual Funds, Securities, FINRA, Fixed Income, Series 66, Equities, Alternative Investments, Retirement Planning, Social Media, Financial Planning, Life, Accident and..., Sales, Project Management, Able to Multi-Task, Problem Solving
Education
Providence College 2008 — 2012
Bachelor of Science (B.S.) in Marketing, Minor in Mathematics
BNY Mellon Dreyfus July 2015 - Present
Morgan Stanley Wealth Management March 2013 - June 2015
Morgan Stanley Wealth Management June 2012 - March 2013
Morgan Stanley Smith Barney January 2012 - June 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
Series 7, Uniform Combined State..., Mutual Funds, Securities, FINRA, Fixed Income, Series 66, Equities, Alternative Investments, Retirement Planning, Social Media, Financial Planning, Life, Accident and..., Sales, Project Management, Able to Multi-Task, Problem Solving
Education
Providence College 2008 — 2012
Bachelor of Science (B.S.) in Marketing, Minor in Mathematics
Mark Thornburgh's Morgan Stanley Smith Barney Experience November 2008 - May 2012
Job Wealth Advisor at Cornerstone Financial Partners, Inc
Industry Financial Services
Experience
Cornerstone Financial Partners, Inc February 2015 - Present
CertusWealth May 2012 - February 2015
Rotary Club of Greenville Evening January 2009 - December 2013
Rotary Club of Greenville Evening July 2012 - June 2013
Morgan Stanley Smith Barney November 2008 - May 2012
Rockwell Automation June 1998 - October 2008
Rockwell Automation January 1992 - May 1998
Purdue University June 1989 - December 1991
Education
Purdue University 1988 — 1991
BSEET, Electrical Engineering and Technology
Rogers High School 1972 — 1976
College Preparatory, Social Sciences
Cornerstone Financial Partners, Inc February 2015 - Present
CertusWealth May 2012 - February 2015
Rotary Club of Greenville Evening January 2009 - December 2013
Rotary Club of Greenville Evening July 2012 - June 2013
Morgan Stanley Smith Barney November 2008 - May 2012
Rockwell Automation June 1998 - October 2008
Rockwell Automation January 1992 - May 1998
Purdue University June 1989 - December 1991
Education
Purdue University 1988 — 1991
BSEET, Electrical Engineering and Technology
Rogers High School 1972 — 1976
College Preparatory, Social Sciences
Adam Bjornberg's Morgan Stanley Smith Barney Experience April 2012 - June 2012
Job Senior Analyst at Sightlines
Industry Marketing and Advertising
Experience
Sightlines July 2015 - Present
Sightlines July 2013 - June 2015
Synapse Group Inc. a Time Inc. Company June 2012 - August 2012
Morgan Stanley Smith Barney April 2012 - June 2012
Skills
Microsoft Office, Social Media Marketing, Market Research, Advertising, SPSS, Online Advertising, Direct Marketing, Email Marketing, Customer Service, Data Analysis, Marketing Strategy, Digital Marketing
Education
Quinnipiac University 2015 — 2017
Master's in Business Analytics
Quinnipiac University 2009 — 2013
Bachelor's degree, Marketing
Sightlines July 2015 - Present
Sightlines July 2013 - June 2015
Synapse Group Inc. a Time Inc. Company June 2012 - August 2012
Morgan Stanley Smith Barney April 2012 - June 2012
Skills
Microsoft Office, Social Media Marketing, Market Research, Advertising, SPSS, Online Advertising, Direct Marketing, Email Marketing, Customer Service, Data Analysis, Marketing Strategy, Digital Marketing
Education
Quinnipiac University 2015 — 2017
Master's in Business Analytics
Quinnipiac University 2009 — 2013
Bachelor's degree, Marketing
Ellen Schmidt Grady Ellen Schmidt Grady's Morgan Stanley Smith Barney Experience May 2011 - June 2012
Job Financial Consultant at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments, Personal and Workplace Investing July 2012 - Present
Morgan Stanley Smith Barney May 2011 - June 2012
Manulife Financial September 2000 - July 2007
John Hancock Life Insurance Company (U.S.A.) November 1997 - September 2000
Skills
Mutual Funds, Series 7, Wealth Management, Retirement Planning, Series 63, Investment Strategies, Asset Allocation, Alternative Investments, Portfolio Management, Investments, Equities
Education
Rensselaer Polytechnic Institute at Hartford
MBA, Finance and Marketing
University of Minnesota-Twin Cities
BS, Science
Fidelity Investments, Personal and Workplace Investing July 2012 - Present
Morgan Stanley Smith Barney May 2011 - June 2012
Manulife Financial September 2000 - July 2007
John Hancock Life Insurance Company (U.S.A.) November 1997 - September 2000
Skills
Mutual Funds, Series 7, Wealth Management, Retirement Planning, Series 63, Investment Strategies, Asset Allocation, Alternative Investments, Portfolio Management, Investments, Equities
Education
Rensselaer Polytechnic Institute at Hartford
MBA, Finance and Marketing
University of Minnesota-Twin Cities
BS, Science
Rod Murdock Rod Murdock's Morgan Stanley Smith Barney Experience August 1993 - September 1995
Job Agency Manager at Carr Insurance Agency LLC
Industry Insurance
Experience
Carr Insurance Agency LLC September 2014 - Present
State Farm® September 2009 - September 2014
Portland Police Bureau April 2001 - September 2009
The Oregonian Distribution, Inc. 1999 - 2002
Bidwell & Company March 1996 - April 1999
Walmart 1995 - 1996
Morgan Stanley Smith Barney August 1993 - September 1995
Washington Mutual 1995 - 1995
US Army January 1988 - February 1992
Skills
Condos, Team Building, Public Relations, Insurance, Life Insurance, Property & Casualty..., Term Life Insurance, Disability Insurance, Long-term Care, Health Insurance, Commercial Insurance, Fixed Annuities, Liability, Risk Management, General Insurance, IRAs, Workers Compensation, Universal Life, Casualty, Legal Liability, Umbrella Insurance, Mutual Funds, Retirement
Education
Portland State University - School of Business 1992 — 1994
Bachelor's Degree, Finance Law
Tacoma Community College 1988 — 1992
Associate's Degree, Business
Carr Insurance Agency LLC September 2014 - Present
State Farm® September 2009 - September 2014
Portland Police Bureau April 2001 - September 2009
The Oregonian Distribution, Inc. 1999 - 2002
Bidwell & Company March 1996 - April 1999
Walmart 1995 - 1996
Morgan Stanley Smith Barney August 1993 - September 1995
Washington Mutual 1995 - 1995
US Army January 1988 - February 1992
Skills
Condos, Team Building, Public Relations, Insurance, Life Insurance, Property & Casualty..., Term Life Insurance, Disability Insurance, Long-term Care, Health Insurance, Commercial Insurance, Fixed Annuities, Liability, Risk Management, General Insurance, IRAs, Workers Compensation, Universal Life, Casualty, Legal Liability, Umbrella Insurance, Mutual Funds, Retirement
Education
Portland State University - School of Business 1992 — 1994
Bachelor's Degree, Finance Law
Tacoma Community College 1988 — 1992
Associate's Degree, Business
Jeff Einhorn Jeff Einhorn's Morgan Stanley Smith Barney Experience January 1987 - January 2000
Job Designer at St James Design LLC
Industry Design
Experience
St James Design LLC DesignerSt James Design LLCJanuary 2000 - Present
Morgan Stanley Smith Barney January 1987 - January 2000
Skills
Space Planning, Interior Design, Furniture, Interior Architecture, Residential Design, Finish, Furnishings, Residential Homes, Sketching, Construction
Education
Flushing
Pratt Institute
BFA, Interior Design
St James Design LLC DesignerSt James Design LLCJanuary 2000 - Present
Morgan Stanley Smith Barney January 1987 - January 2000
Skills
Space Planning, Interior Design, Furniture, Interior Architecture, Residential Design, Finish, Furnishings, Residential Homes, Sketching, Construction
Education
Flushing
Pratt Institute
BFA, Interior Design
Tara Cage Tara Cage's Morgan Stanley Smith Barney Experience September 2008 - January 2010
Job Realtor at Allen Tate
Industry Real Estate
Experience
Allen Tate Realtors January 2010 - Present
Morgan Stanley Smith Barney September 2008 - January 2010
Smith Barney January 2004 - September 2008
Education
Radford University 1988 — 1992
B.S., Economics
Allen Tate Realtors January 2010 - Present
Morgan Stanley Smith Barney September 2008 - January 2010
Smith Barney January 2004 - September 2008
Education
Radford University 1988 — 1992
B.S., Economics
Nicole Posternak (Goldstein), MBA's Morgan Stanley Smith Barney Experience June 2010 - August 2012
Job Account Executive at Havas
Industry Marketing and Advertising
Experience
Havas November 2014 - Present
Hill Holliday April 2013 - October 2014
Hill Holliday April 2012 - August 2013
Morgan Stanley Smith Barney June 2010 - August 2012
O'Donnell Company May 2009 - August 2009
BCA Marketing Communications May 2008 - August 2008
Skills
Integrated Marketing, Email Marketing, Advertising, Digital Marketing, Social Media, SEO, Customer Insight, Management, Public Relations, Marketing Strategy, Writing, Competitive Analysis, Strategy, Blogging, B2B, Digital Strategy, Interactive Marketing, Social Media Marketing, Account Management, Video Production, Cause Marketing, Organized, Attention To Detail, Communication, Multitasker, Decision Making Skills, Managing Meetings, TV Production, Trafficking, SAG Talent Management, Billing, Broadcast TV, Social Media Best..., Direct Response..., Analytics, Project Management
Education
Quinnipiac University Graduate School of Business 2009 — 2010
MBA, Business/Marketing
Quinnipiac University - School of Business 2005 — 2009
BS, Advertising/Psychology minor
Newton South High School
Havas November 2014 - Present
Hill Holliday April 2013 - October 2014
Hill Holliday April 2012 - August 2013
Morgan Stanley Smith Barney June 2010 - August 2012
O'Donnell Company May 2009 - August 2009
BCA Marketing Communications May 2008 - August 2008
Skills
Integrated Marketing, Email Marketing, Advertising, Digital Marketing, Social Media, SEO, Customer Insight, Management, Public Relations, Marketing Strategy, Writing, Competitive Analysis, Strategy, Blogging, B2B, Digital Strategy, Interactive Marketing, Social Media Marketing, Account Management, Video Production, Cause Marketing, Organized, Attention To Detail, Communication, Multitasker, Decision Making Skills, Managing Meetings, TV Production, Trafficking, SAG Talent Management, Billing, Broadcast TV, Social Media Best..., Direct Response..., Analytics, Project Management
Education
Quinnipiac University Graduate School of Business 2009 — 2010
MBA, Business/Marketing
Quinnipiac University - School of Business 2005 — 2009
BS, Advertising/Psychology minor
Newton South High School
Steven Held's Morgan Stanley Smith Barney Experience August 1998 - June 2001
Job Licensed Realtor at Keller Williams Realty
Industry Real Estate
Experience
Keller Williams Realty March 2015 - Present
Dex Media December 2012 - March 2015
Dex Media September 2010 - June 2012
Dex Media November 2009 - September 2010
Dex Media October 2004 - November 2009
University of Phoenix August 2001 - August 2004
Morgan Stanley Smith Barney August 1998 - June 2001
Skills
Sales Management, Sales Operations, Finance, Training, Project Management, Online Advertising, Marketing, Salesforce.com, Lead Generation, Management, New Business Development, Advertising, Digital Marketing, Business Development, Account Management
Education
Queens College 1993 — 1995
Bachelors, Accounting
Queens College 1993 — 1995
Bachelors, Economics
Queensborough Community College 1990 — 1993
Associates, Business Administration
Keller Williams Realty March 2015 - Present
Dex Media December 2012 - March 2015
Dex Media September 2010 - June 2012
Dex Media November 2009 - September 2010
Dex Media October 2004 - November 2009
University of Phoenix August 2001 - August 2004
Morgan Stanley Smith Barney August 1998 - June 2001
Skills
Sales Management, Sales Operations, Finance, Training, Project Management, Online Advertising, Marketing, Salesforce.com, Lead Generation, Management, New Business Development, Advertising, Digital Marketing, Business Development, Account Management
Education
Queens College 1993 — 1995
Bachelors, Accounting
Queens College 1993 — 1995
Bachelors, Economics
Queensborough Community College 1990 — 1993
Associates, Business Administration
Matt Brookman Matt Brookman's Morgan Stanley Smith Barney Experience June 2012 - July 2012
Job Incoming Wealth Management Rotational Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley September 2015 - Present
Morgan Stanley June 2015 - August 2015
Neuberger Berman June 2014 - August 2014
WealthForge February 2014 - April 2014
Gold Bullion International June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - July 2012
Skills
Teamwork, PowerPoint, Research, Management, Microsoft Word, Data Analysis, Finance, Microsoft Excel, Financial Analysis, Photoshop, Investments, Customer Service, Organic Farming
Education
University of Richmond 2012 — 2016
Bachelor of Science, Business Administration, Finance and Accounting Concentrations
Queen Mary, U. of London 2014 — 2014
Business and History
Gill St. Bernard's School 2008 — 2012
Morgan Stanley September 2015 - Present
Morgan Stanley June 2015 - August 2015
Neuberger Berman June 2014 - August 2014
WealthForge February 2014 - April 2014
Gold Bullion International June 2013 - August 2013
Morgan Stanley Smith Barney June 2012 - July 2012
Skills
Teamwork, PowerPoint, Research, Management, Microsoft Word, Data Analysis, Finance, Microsoft Excel, Financial Analysis, Photoshop, Investments, Customer Service, Organic Farming
Education
University of Richmond 2012 — 2016
Bachelor of Science, Business Administration, Finance and Accounting Concentrations
Queen Mary, U. of London 2014 — 2014
Business and History
Gill St. Bernard's School 2008 — 2012
Rob Sek Rob Sek's Morgan Stanley Smith Barney Experience April 1999 - July 2006
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC July 2006 - Present
Morgan Stanley Smith Barney April 1999 - July 2006
Hennion & Walsh August 1998 - April 1999
Skills
Investments, Management, Finance, Retirement Planning, Asset Allocation, Customer Service, Employee Benefits, Strategic Planning
Education
Ramapo College of New Jersey 1994 — 1998
B.S., Finance
Mahwah High School 1990 — 1994
Wells Fargo Advisors, LLC July 2006 - Present
Morgan Stanley Smith Barney April 1999 - July 2006
Hennion & Walsh August 1998 - April 1999
Skills
Investments, Management, Finance, Retirement Planning, Asset Allocation, Customer Service, Employee Benefits, Strategic Planning
Education
Ramapo College of New Jersey 1994 — 1998
B.S., Finance
Mahwah High School 1990 — 1994
Elizabeth Mae Davidson's Morgan Stanley Smith Barney Experience May 2012 - August 2012
Job Paralegal at Betty, Neuman, & McMahon
Industry Writing and Editing
Experience
Betty, Neuman, & McMahon February 2015 - Present
United States Commission on International Religious Freedom May 2013 - 2014
Bicentennial Fundraising Campaign August 2012 - January 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Longley Systems June 2011 - August 2011
Illinois Federation of College Republicans March 2010 - December 2010
Chicago Coaltion of College Republicans February 2009 - December 2010
Mary Kay January 2009 - November 2010
Victorystore.com July 2010 - September 2010
Skills
Leadership, Marketing, Business Strategy, Budgets, Strategic Planning, Social Media Marketing, PowerPoint, Corporate Finance, Financial Analysis, Entrepreneurship, Mergers & Acquisitions, Biblical Teaching
Education
Princeton Theological Seminary 2012 — 2014
Master of Arts (M.A.), Christian Formation
Loyola University Chicago 2008 — 2012
Bachelor of Business Administration (BBA), Entrepreneurship, Cum Laude
Loyola John Felice Rome Center 2011 — 2011
Betty, Neuman, & McMahon February 2015 - Present
United States Commission on International Religious Freedom May 2013 - 2014
Bicentennial Fundraising Campaign August 2012 - January 2013
Morgan Stanley Smith Barney May 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Longley Systems June 2011 - August 2011
Illinois Federation of College Republicans March 2010 - December 2010
Chicago Coaltion of College Republicans February 2009 - December 2010
Mary Kay January 2009 - November 2010
Victorystore.com July 2010 - September 2010
Skills
Leadership, Marketing, Business Strategy, Budgets, Strategic Planning, Social Media Marketing, PowerPoint, Corporate Finance, Financial Analysis, Entrepreneurship, Mergers & Acquisitions, Biblical Teaching
Education
Princeton Theological Seminary 2012 — 2014
Master of Arts (M.A.), Christian Formation
Loyola University Chicago 2008 — 2012
Bachelor of Business Administration (BBA), Entrepreneurship, Cum Laude
Loyola John Felice Rome Center 2011 — 2011
Vimash Babaria Vimash Babaria's Morgan Stanley Smith Barney Experience March 2012 - August 2012
Job Investment Officer / Assistant Vice President at Citi
Industry Financial Services
Experience
Citi April 2015 - Present
Morgan Stanley December 2013 - April 2015
Morgan Stanley August 2012 - December 2013
Morgan Stanley Smith Barney March 2012 - August 2012
UBS Financial Services, Inc June 2010 - June 2011
Oppenheimer & Co., Inc March 2010 - June 2010
Skills
Bloomberg, Wealth Management, Equities, Fixed Income, Investments, Morningstar, Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, Portfolio Management, Securities, Financial Modeling, Investment Strategies, Series 7, Asset Management, Finance, Capital Markets, Financial Services, Financial Advisory, Leadership, Microsoft Excel
Education
Ramapo College of New Jersey 2006 — 2010
Bachelor of Science Degree (B.S, Finance
Citi April 2015 - Present
Morgan Stanley December 2013 - April 2015
Morgan Stanley August 2012 - December 2013
Morgan Stanley Smith Barney March 2012 - August 2012
UBS Financial Services, Inc June 2010 - June 2011
Oppenheimer & Co., Inc March 2010 - June 2010
Skills
Bloomberg, Wealth Management, Equities, Fixed Income, Investments, Morningstar, Mutual Funds, Asset Allocation, Alternative Investments, Retirement Planning, Portfolio Management, Securities, Financial Modeling, Investment Strategies, Series 7, Asset Management, Finance, Capital Markets, Financial Services, Financial Advisory, Leadership, Microsoft Excel
Education
Ramapo College of New Jersey 2006 — 2010
Bachelor of Science Degree (B.S, Finance
Michael Buehler Michael Buehler's Morgan Stanley Smith Barney Experience May 2010 - August 2010
Job MBA Candidate & Graduate Research Assistant at Robert H. Smith School of Business, University of Maryland
Industry Banking
Experience
Booz Allen Hamilton June 2015 - August 2015
State Street July 2012 - July 2014
State Street May 2011 - July 2012
Polo Ralph Lauren June 2009 - September 2010
Morgan Stanley Smith Barney May 2010 - August 2010
Nautica April 2006 - January 2009
Skills
Financial Services, Mutual Funds, Banking, Alternative Investments, 401k, Estate Planning, Loans, Wealth Management..., Marketing, Bloomberg, Financial Analysis, Microsoft Excel, Relationship Management, Fixed Income, Customer Service, Securities
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Consulting and Finance
Providence College 2007 — 2011
B.A., Business Economics and Finance
Booz Allen Hamilton June 2015 - August 2015
State Street July 2012 - July 2014
State Street May 2011 - July 2012
Polo Ralph Lauren June 2009 - September 2010
Morgan Stanley Smith Barney May 2010 - August 2010
Nautica April 2006 - January 2009
Skills
Financial Services, Mutual Funds, Banking, Alternative Investments, 401k, Estate Planning, Loans, Wealth Management..., Marketing, Bloomberg, Financial Analysis, Microsoft Excel, Relationship Management, Fixed Income, Customer Service, Securities
Education
University of Maryland - Robert H. Smith School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Consulting and Finance
Providence College 2007 — 2011
B.A., Business Economics and Finance
Jennifer Paglia Jennifer Paglia's Morgan Stanley Smith Barney Experience September 2007 - December 2007
Job Institutional Account Services Associate at Lazard Asset Management
Industry Financial Services
Experience
Lazard Asset Management August 2015 - Present
Lazard Asset Management December 2011 - Present
Oppenheimer & Co. June 2008 - November 2011
Oppenheimer & Co. January 2008 - June 2008
Morgan Stanley Smith Barney September 2007 - December 2007
Skills
Series 7, Series 63, Equities, Mutual Funds, Morningstar, Bloomberg, Fixed Income, Hedge Funds, Investments, Asset Managment, Wealth Management, Retirement Planning, Financial Services, Asset Allocation, Securities, Asset Management, Trading, Options, Finance, Investment Banking, Financial Advisory, Alternative Investments, FINRA, Bonds, Uniform Combined State...
Education
Ramapo College of New Jersey 2004 — 2008
Bachelor of Science, Business Administration: Finance
Ramsey High School 2000 — 2004
Lazard Asset Management August 2015 - Present
Lazard Asset Management December 2011 - Present
Oppenheimer & Co. June 2008 - November 2011
Oppenheimer & Co. January 2008 - June 2008
Morgan Stanley Smith Barney September 2007 - December 2007
Skills
Series 7, Series 63, Equities, Mutual Funds, Morningstar, Bloomberg, Fixed Income, Hedge Funds, Investments, Asset Managment, Wealth Management, Retirement Planning, Financial Services, Asset Allocation, Securities, Asset Management, Trading, Options, Finance, Investment Banking, Financial Advisory, Alternative Investments, FINRA, Bonds, Uniform Combined State...
Education
Ramapo College of New Jersey 2004 — 2008
Bachelor of Science, Business Administration: Finance
Ramsey High School 2000 — 2004
Andre Hartley's Morgan Stanley Smith Barney Experience October 2010 - August 2011
Job Auditor / CPA Candidate
Industry Accounting
Experience
New York State Division of Housing and Community Renewal February 2014 - Present
Micro-Optics Precision Instruments July 2013 - Present
Micro-Optics Precision Instruments March 2013 - July 2013
Opal Financial Group October 2012 - February 2013
B.H. Tax Services May 2012 - September 2012
Morgan Stanley Smith Barney October 2010 - August 2011
Skills
Accounting, Microsoft Office, Visual C++, Dev C++, SSH, Economics, Mathematics, Financial Accounting, Auditing, QuickBooks, US GAAP, Microsoft Excel, Account Reconciliation, Tax Preparation, General Ledger, Financial Reporting, Microsoft Word, External Audit, Financial Statements
Education
Queens College 2011 — 2014
Bachelor's, Accounting & Information Systems, Senior
New York State Division of Housing and Community Renewal February 2014 - Present
Micro-Optics Precision Instruments July 2013 - Present
Micro-Optics Precision Instruments March 2013 - July 2013
Opal Financial Group October 2012 - February 2013
B.H. Tax Services May 2012 - September 2012
Morgan Stanley Smith Barney October 2010 - August 2011
Skills
Accounting, Microsoft Office, Visual C++, Dev C++, SSH, Economics, Mathematics, Financial Accounting, Auditing, QuickBooks, US GAAP, Microsoft Excel, Account Reconciliation, Tax Preparation, General Ledger, Financial Reporting, Microsoft Word, External Audit, Financial Statements
Education
Queens College 2011 — 2014
Bachelor's, Accounting & Information Systems, Senior
Barbara Carbone Barbara Carbone's Morgan Stanley Smith Barney Experience 2007 - 2012
Job Coordinator of ONSITE Employee Wellness Programs at InterState Diagnostic
Industry Health, Wellness and Fitness
Experience
Inter-State Diagnostic March 1995 - Present
Morgan Stanley Smith Barney 2007 - 2012
UBS 2005 - 2007
AriZona Iced Tea September 1995 - September 2000
Merrill Lynch 1993 - 1995
Skills
Employee Wellness..., On-site Services, Project Coordination, Customer Service, Team Building, Coaching, Strategic Planning, Social Networking, Marketing Strategy, Wellness, Marketing, Lifestyle, Management, Training, Nutritional Counseling, Organizational..., Leadership Development
Education
Quinnipiac University 1989 — 1993
Bachelor of Science (BS), International Business
Huntington high school
Inter-State Diagnostic March 1995 - Present
Morgan Stanley Smith Barney 2007 - 2012
UBS 2005 - 2007
AriZona Iced Tea September 1995 - September 2000
Merrill Lynch 1993 - 1995
Skills
Employee Wellness..., On-site Services, Project Coordination, Customer Service, Team Building, Coaching, Strategic Planning, Social Networking, Marketing Strategy, Wellness, Marketing, Lifestyle, Management, Training, Nutritional Counseling, Organizational..., Leadership Development
Education
Quinnipiac University 1989 — 1993
Bachelor of Science (BS), International Business
Huntington high school
Maureen McNally Maureen McNally's Morgan Stanley Smith Barney Experience May 2008 - October 2009
Job Vice President, Investment Consultant at First Republic Bank
Industry Financial Services
Experience
First Republic Bank February 2013 - Present
First Republic Bank October 2009 - Present
Morgan Stanley Smith Barney May 2008 - October 2009
UBS August 2006 - May 2008
Skills
Wealth Management, Investments, Portfolio Management, Equities, Asset Management, Financial Analysis, Fixed Income, Banking, Alternative Investments, Securities, Financial Services
Education
Providence College 2002 — 2006
Finance
Sacred Heart Academy 1998 — 2002
First Republic Bank February 2013 - Present
First Republic Bank October 2009 - Present
Morgan Stanley Smith Barney May 2008 - October 2009
UBS August 2006 - May 2008
Skills
Wealth Management, Investments, Portfolio Management, Equities, Asset Management, Financial Analysis, Fixed Income, Banking, Alternative Investments, Securities, Financial Services
Education
Providence College 2002 — 2006
Finance
Sacred Heart Academy 1998 — 2002
Cameron Donnelly's Morgan Stanley Smith Barney Experience May 2012 - Present
Job Financial Professional
Industry Financial Services
Experience
Morgan Stanley October 2014 - Present
Morgan Stanley Smith Barney May 2012 - Present
Skills
Leadership, New Business Development, Time Management, Microsoft Excel, Microsoft Office, Customer Service, Asset Allocation, Social Media, PowerPoint, Microsoft Word
Education
Purdue University 2010 — 2014
BS, Economics and Communication
Morgan Stanley October 2014 - Present
Morgan Stanley Smith Barney May 2012 - Present
Skills
Leadership, New Business Development, Time Management, Microsoft Excel, Microsoft Office, Customer Service, Asset Allocation, Social Media, PowerPoint, Microsoft Word
Education
Purdue University 2010 — 2014
BS, Economics and Communication
Vivian Lok Vivian Lok's Morgan Stanley Smith Barney Experience July 2013 - August 2013
Job M.S. Business Analytics Candidate
Industry Utilities
Experience
Southern California Edison (SCE) June 2015 - August 2015
USC Annenberg Innovation Lab January 2015 - May 2015
Morgan Stanley Smith Barney July 2013 - August 2013
Skills
SAS, R, JMP, Stata, Data Analysis, Microsoft Excel, PowerPoint, Photoshop, Social Media, Microsoft Word, Statistics, Teaching, Marketing
Education
University of Southern California - Marshall School of Business 2014 — 2015
Master of Science (M.S.)
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.)
Princeton University 2012 — 2012
Charles Huang Scholar
Southern California Edison (SCE) June 2015 - August 2015
USC Annenberg Innovation Lab January 2015 - May 2015
Morgan Stanley Smith Barney July 2013 - August 2013
Skills
SAS, R, JMP, Stata, Data Analysis, Microsoft Excel, PowerPoint, Photoshop, Social Media, Microsoft Word, Statistics, Teaching, Marketing
Education
University of Southern California - Marshall School of Business 2014 — 2015
Master of Science (M.S.)
University of California, Berkeley 2010 — 2014
Bachelor of Arts (B.A.)
Princeton University 2012 — 2012
Charles Huang Scholar
Jackson Fallon, CRPC®'s Morgan Stanley Smith Barney Experience July 2011 - May 2012
Job Director, Institutional Sales at John Hancock Investments
Industry Financial Services
Experience
John Hancock Investments September 2015 - Present
John Hancock Investments July 2013 - September 2015
John Hancock Investments May 2012 - July 2013
Morgan Stanley Smith Barney July 2011 - May 2012
English Lacrosse Association September 2010 - April 2011
Skills
Retirement Planning, Asset Allocation, Wealth Management, Series 7, Series 66, Series 31, Financial Planning, Insurance, Estate Planning, Financial Advisory, Financial Planners, Finance, Investments, Series 63, Mutual Funds, FINRA, Uniform Combined State..., Strategic Financial..., Alternative Investments, Customer Service
Education
Providence College 2006 — 2010
Bachelor of Science, Business Management
John Hancock Investments September 2015 - Present
John Hancock Investments July 2013 - September 2015
John Hancock Investments May 2012 - July 2013
Morgan Stanley Smith Barney July 2011 - May 2012
English Lacrosse Association September 2010 - April 2011
Skills
Retirement Planning, Asset Allocation, Wealth Management, Series 7, Series 66, Series 31, Financial Planning, Insurance, Estate Planning, Financial Advisory, Financial Planners, Finance, Investments, Series 63, Mutual Funds, FINRA, Uniform Combined State..., Strategic Financial..., Alternative Investments, Customer Service
Education
Providence College 2006 — 2010
Bachelor of Science, Business Management
John Rogers, CFP® John Rogers, CFP®'s Morgan Stanley Smith Barney Experience June 2009 - July 2013
Job Financial Advisor Vice President
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2013 - Present
Morgan Stanley Smith Barney June 2009 - July 2013
Smith Barney November 2005 - June 2009
Morgan Stanley June 1996 - November 2005
Education
Providence College 1992 — 1996
Bachelor of Science, Finance
Ameriprise Financial Services, Inc. June 2013 - Present
Morgan Stanley Smith Barney June 2009 - July 2013
Smith Barney November 2005 - June 2009
Morgan Stanley June 1996 - November 2005
Education
Providence College 1992 — 1996
Bachelor of Science, Finance
Emily O'Hare Emily O'Hare's Morgan Stanley Smith Barney Experience January 2009 - March 2011
Job Lead Analyst Compliance Assurance at GE Capital
Industry Financial Services
Experience
GE Capital January 2015 - Present
UBS Investment Bank March 2011 - January 2015
Morgan Stanley Smith Barney January 2009 - March 2011
UBS Investment Bank 2007 - 2008
Skills
Securities, FINRA, Series 7, Financial Services, Bloomberg, Series 63, Microsoft Excel, Foreign Exchange, Compliance, Surveillance, Series 65, Compliance Testing, Visio, Cross-border, Risk Assessment, Data Management, Client Services, Investment Advisory
Education
Providence College 2003 — 2007
BA, Economics, Business Studies
GE Capital January 2015 - Present
UBS Investment Bank March 2011 - January 2015
Morgan Stanley Smith Barney January 2009 - March 2011
UBS Investment Bank 2007 - 2008
Skills
Securities, FINRA, Series 7, Financial Services, Bloomberg, Series 63, Microsoft Excel, Foreign Exchange, Compliance, Surveillance, Series 65, Compliance Testing, Visio, Cross-border, Risk Assessment, Data Management, Client Services, Investment Advisory
Education
Providence College 2003 — 2007
BA, Economics, Business Studies
Tammy Christou's Morgan Stanley Smith Barney Experience October 1992 - March 1995
Job Business Manager at Franco A Pasquale Design
Industry Design
Experience
Franco A Pasquale Design March 2015 - Present
Community Volunteer September 2008 - Present
Coca-Cola Enterprises January 2014 - March 2014
Huntington Public Library January 2008 - May 2008
Lincoln Technical Institute February 2006 - July 2007
Permafiber Corp. June 2002 - February 2004
Sportcut.com/WWES September 1998 - December 2001
Fordham University September 1996 - June 1998
IBA, INC. March 1995 - September 1996
Morgan Stanley Smith Barney October 1992 - March 1995
Education
Queens College
BA, Economics, Sociology, Accounting
Franco A Pasquale Design March 2015 - Present
Community Volunteer September 2008 - Present
Coca-Cola Enterprises January 2014 - March 2014
Huntington Public Library January 2008 - May 2008
Lincoln Technical Institute February 2006 - July 2007
Permafiber Corp. June 2002 - February 2004
Sportcut.com/WWES September 1998 - December 2001
Fordham University September 1996 - June 1998
IBA, INC. March 1995 - September 1996
Morgan Stanley Smith Barney October 1992 - March 1995
Education
Queens College
BA, Economics, Sociology, Accounting
Jonathan Fugge Jonathan Fugge's Morgan Stanley Smith Barney Experience September 2007 - January 2008
Job Research Analyst
Industry Research
Experience
JWJ Advisors February 2010 - Present
NetJets June 2008 - January 2010
Trinity College - Hartford September 2004 - May 2008
Morgan Stanley Smith Barney September 2007 - January 2008
UBS January 2007 - August 2007
Trinity College - Hartford September 2006 - January 2007
Education
Quinnipiac University 2015 — 2017
Master of Business Administration (M.B.A.)
Trinity College-Hartford 2004 — 2008
B.S., Economics
Avon Old Farms 2000 — 2004
JWJ Advisors February 2010 - Present
NetJets June 2008 - January 2010
Trinity College - Hartford September 2004 - May 2008
Morgan Stanley Smith Barney September 2007 - January 2008
UBS January 2007 - August 2007
Trinity College - Hartford September 2006 - January 2007
Education
Quinnipiac University 2015 — 2017
Master of Business Administration (M.B.A.)
Trinity College-Hartford 2004 — 2008
B.S., Economics
Avon Old Farms 2000 — 2004
Ben Maslowski's Morgan Stanley Smith Barney Experience 2009 - April 2011
Job Application Sales Manager Business Intelligence and Analytics at Oracle
Industry Computer Software
Experience
Oracle February 2015 - Present
Oracle September 2013 - February 2015
Oracle September 2012 - August 2013
Atlantic Poly April 2011 - September 2012
Morgan Stanley Smith Barney 2009 - April 2011
PNC Financial Services Group 2008 - 2009
Skills
SaaS, HRIS, Taleo, PeopleSoft, Talent Management, Business Development, Business Intelligence, Sales, Cold Calling, Mutual Funds, Investments, CRM, Enterprise Software, Leadership, Marketing, Management, Solution Selling, Account Management, Sales Process
Education
Providence College 2004 — 2008
BA, Business Economics
Noble and Greenough School 2000 — 2004
High School
Oracle February 2015 - Present
Oracle September 2013 - February 2015
Oracle September 2012 - August 2013
Atlantic Poly April 2011 - September 2012
Morgan Stanley Smith Barney 2009 - April 2011
PNC Financial Services Group 2008 - 2009
Skills
SaaS, HRIS, Taleo, PeopleSoft, Talent Management, Business Development, Business Intelligence, Sales, Cold Calling, Mutual Funds, Investments, CRM, Enterprise Software, Leadership, Marketing, Management, Solution Selling, Account Management, Sales Process
Education
Providence College 2004 — 2008
BA, Business Economics
Noble and Greenough School 2000 — 2004
High School
Christina Compagnola Christina Compagnola's Morgan Stanley Smith Barney Experience 2006 - 2006
Job Tax Accountant at Karpinski & Associates Certified Public Accountants
Industry Marketing and Advertising
Experience
Karpinski & Associates Certified Public Accountants April 2014 - Present
Story Worldwide October 2013 - Present
Story Worldwide 2006 - March 2014
Byte Interactive 2006 - 2007
Morgan Stanley Smith Barney 2006 - 2006
Skills
Digital Marketing, Integrated Marketing, Social Media Marketing, Email Marketing, Digital Media, Social Media, Online Advertising, Advertising, Digital Strategy, Marketing Communications, Marketing Strategy, Facebook, Mobile Marketing, Relationship Marketing, SEM, Interactive Marketing, Analytics
Education
Providence College 2003 — 2007
Bachlor of Science, Business Management/ Accounting
Providence College 2003 — 2007
Business, Accounting
Karpinski & Associates Certified Public Accountants April 2014 - Present
Story Worldwide October 2013 - Present
Story Worldwide 2006 - March 2014
Byte Interactive 2006 - 2007
Morgan Stanley Smith Barney 2006 - 2006
Skills
Digital Marketing, Integrated Marketing, Social Media Marketing, Email Marketing, Digital Media, Social Media, Online Advertising, Advertising, Digital Strategy, Marketing Communications, Marketing Strategy, Facebook, Mobile Marketing, Relationship Marketing, SEM, Interactive Marketing, Analytics
Education
Providence College 2003 — 2007
Bachlor of Science, Business Management/ Accounting
Providence College 2003 — 2007
Business, Accounting
Daniel Perretta, MBA Daniel Perretta, MBA's Morgan Stanley Smith Barney Experience June 2008 - August 2008
Job Financial Analyst at Crius Energy, LLC
Industry Financial Services
Experience
Crius Energy, LLC January 2014 - Present
Crius Energy, LLC July 2013 - December 2013
HOP Energy LLC January 2012 - July 2013
UBS Investment Bank April 2010 - June 2010
Morgan Stanley Smith Barney June 2008 - August 2008
IJS Global May 2007 - August 2007
Education
Quinnipiac University 2008 — 2009
MBA, Finance
Quinnipiac University 2004 — 2008
BS, Finance
Crius Energy, LLC January 2014 - Present
Crius Energy, LLC July 2013 - December 2013
HOP Energy LLC January 2012 - July 2013
UBS Investment Bank April 2010 - June 2010
Morgan Stanley Smith Barney June 2008 - August 2008
IJS Global May 2007 - August 2007
Education
Quinnipiac University 2008 — 2009
MBA, Finance
Quinnipiac University 2004 — 2008
BS, Finance
Nicholas Tziazas's Morgan Stanley Smith Barney Experience January 2010 - July 2010
Job Commercial Business Development Manager at Lyons Mortgage Services, Inc.
Industry Banking
Experience
Lyons Mortgage Services, Inc. 2013 - Present
Lyons Mortgage Services, Inc. January 2012 - Present
Steve Leunes, Real Estate Attorney January 2011 - July 2011
Morgan Stanley Smith Barney January 2010 - July 2010
Skills
Financial Analysis, Marketing Management, Marketing Strategy, Social Media Marketing, Microsoft Office, Computer Hardware, Computer Proficiency, Sales, Customer Service, Microsoft Excel, Loans, Facebook, Competitive Analysis, Teamwork, Market Analysis, Business Development, Social Media, Investments, Marketing Research, Management, Portfolio Management, Online Advertising, Real Estate, Marketing, Social Networking, Email Marketing, Credit, Online Marketing, New Business Development
Education
Manhasset High School
Queens College
Corporate Finance
Lyons Mortgage Services, Inc. 2013 - Present
Lyons Mortgage Services, Inc. January 2012 - Present
Steve Leunes, Real Estate Attorney January 2011 - July 2011
Morgan Stanley Smith Barney January 2010 - July 2010
Skills
Financial Analysis, Marketing Management, Marketing Strategy, Social Media Marketing, Microsoft Office, Computer Hardware, Computer Proficiency, Sales, Customer Service, Microsoft Excel, Loans, Facebook, Competitive Analysis, Teamwork, Market Analysis, Business Development, Social Media, Investments, Marketing Research, Management, Portfolio Management, Online Advertising, Real Estate, Marketing, Social Networking, Email Marketing, Credit, Online Marketing, New Business Development
Education
Manhasset High School
Queens College
Corporate Finance
Brian Jalbert Brian Jalbert's Morgan Stanley Smith Barney Experience June 2011 - August 2011
Job EVS Associate at KPMG US
Industry Financial Services
Experience
KPMG US Business Valuation InternMcGladreyJune 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
PowerPoint, Corporate Finance, Financial Reporting, Accounting
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (BS), Finance, Magna Cum Laude
Quinnipiac University
KPMG US Business Valuation InternMcGladreyJune 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
Skills
PowerPoint, Corporate Finance, Financial Reporting, Accounting
Education
Quinnipiac University - School of Business 2009 — 2013
Bachelor of Science (BS), Finance, Magna Cum Laude
Quinnipiac University
Ammad Chaudhry Ammad Chaudhry's Morgan Stanley Smith Barney Experience October 2008 - December 2010
Job J P morgan chase
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
J.P. Morgan December 2012 - May 2013
JP Morgan Chase December 2010 - December 2012
Morgan Stanley Smith Barney October 2008 - December 2010
Citi Group September 2004 - October 2008
Skills
Active Directory, Servers, Troubleshooting, ITIL, Technical Support, Unix, Software Installation, Vendor Management, Portfolio Management, Management, SDLC, Business Analysis, Asset Managment, Disaster Recovery, IT Management, Financial Services, Service Delivery, Incident Management, Information Technology, Equities, Change Management, System Administration, SQL, IT Operations
Education
Ramapo College of NJ 1993 — 1997
MIS, Information Technology
Sir Syed University of Engineering and Technology 1990 — 1992
12
JPMorgan Chase June 2013 - Present
J.P. Morgan December 2012 - May 2013
JP Morgan Chase December 2010 - December 2012
Morgan Stanley Smith Barney October 2008 - December 2010
Citi Group September 2004 - October 2008
Skills
Active Directory, Servers, Troubleshooting, ITIL, Technical Support, Unix, Software Installation, Vendor Management, Portfolio Management, Management, SDLC, Business Analysis, Asset Managment, Disaster Recovery, IT Management, Financial Services, Service Delivery, Incident Management, Information Technology, Equities, Change Management, System Administration, SQL, IT Operations
Education
Ramapo College of NJ 1993 — 1997
MIS, Information Technology
Sir Syed University of Engineering and Technology 1990 — 1992
12
Kelly Flaherty Kelly Flaherty's Morgan Stanley Smith Barney Experience December 2006 - December 2010
Job Vice President, Branch Administrator at Fieldpoint Private Securities
Industry Financial Services
Experience
Fieldpoint Private March 2012 - Present
Fieldpoint Private December 2010 - March 2012
Morgan Stanley Smith Barney December 2006 - December 2010
Skills
Financial Services, Salesforce.com, PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Wealth Management..., Series 99, Pershing NetX360, Silverlake Jack Henry
Education
SUNY Purchase
B.A., English
Fieldpoint Private March 2012 - Present
Fieldpoint Private December 2010 - March 2012
Morgan Stanley Smith Barney December 2006 - December 2010
Skills
Financial Services, Salesforce.com, PowerPoint, Microsoft Excel, Outlook, Microsoft Office, Wealth Management..., Series 99, Pershing NetX360, Silverlake Jack Henry
Education
SUNY Purchase
B.A., English
Jesse B. Nadel's Morgan Stanley Smith Barney Experience June 2009 - July 2009
Job Credit Syndicate at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2014 - Present
Goldman Sachs April 2013 - September 2014
Goldman Sachs July 2010 - April 2013
Morgan Stanley Smith Barney June 2009 - July 2009
Valhalla Capital Advisors LLC May 2008 - October 2008
Skills
Bloomberg, Capital Markets, Capital IQ, Alternative Investments, Hedge Funds, Fixed Income, Financial Analysis, P&L Analysis, Expense Management, Syndicate, Municipal Bonds, Deal Execution, Financial Reporting, Risk Management, Treasury, Commodity Markets, Corporate Finance, Business Strategy, Investment Banking, Investments, Business Analysis, Business Planning, Trading, Hedging, Valuation, Credit Risk, Portfolio Management
Education
Quinnipiac University 2006 — 2010
BS, Finance, minor in Economics
NYU In London
Goldman Sachs September 2014 - Present
Goldman Sachs April 2013 - September 2014
Goldman Sachs July 2010 - April 2013
Morgan Stanley Smith Barney June 2009 - July 2009
Valhalla Capital Advisors LLC May 2008 - October 2008
Skills
Bloomberg, Capital Markets, Capital IQ, Alternative Investments, Hedge Funds, Fixed Income, Financial Analysis, P&L Analysis, Expense Management, Syndicate, Municipal Bonds, Deal Execution, Financial Reporting, Risk Management, Treasury, Commodity Markets, Corporate Finance, Business Strategy, Investment Banking, Investments, Business Analysis, Business Planning, Trading, Hedging, Valuation, Credit Risk, Portfolio Management
Education
Quinnipiac University 2006 — 2010
BS, Finance, minor in Economics
NYU In London
Brian Buro, CFA, CMT Brian Buro, CFA, CMT's Morgan Stanley Smith Barney Experience June 2006 - May 2007
Job Senior Industry Research Analyst at A.M. Best Company
Industry Financial Services
Experience
A.M. Best Company January 2013 - Present
Self Employed September 2011 - Present
Dow Jones Indexes September 2010 - September 2011
Dow Jones Indexes August 2007 - September 2010
AIG June 2007 - August 2007
Morgan Stanley Smith Barney June 2006 - May 2007
Skills
Equity Trading, Matlab, Microsoft Excel, TradeStation, PowerPoint, Microsoft Word, Bloomberg, Quantitative Analytics, Options, Writing, Technical Analysis, Chartered Financial..., Chartered Market..., ETFs, Indexing, Portfolio Performance..., Equities, Analytics
Education
Ramapo College of New Jersey 2003 — 2007
Bachelor of Science (BS), Business Administration, Concentration in Finance
A.M. Best Company January 2013 - Present
Self Employed September 2011 - Present
Dow Jones Indexes September 2010 - September 2011
Dow Jones Indexes August 2007 - September 2010
AIG June 2007 - August 2007
Morgan Stanley Smith Barney June 2006 - May 2007
Skills
Equity Trading, Matlab, Microsoft Excel, TradeStation, PowerPoint, Microsoft Word, Bloomberg, Quantitative Analytics, Options, Writing, Technical Analysis, Chartered Financial..., Chartered Market..., ETFs, Indexing, Portfolio Performance..., Equities, Analytics
Education
Ramapo College of New Jersey 2003 — 2007
Bachelor of Science (BS), Business Administration, Concentration in Finance
Robert Culp, MBA's Morgan Stanley Smith Barney Experience August 2001 - July 2003
Job Managing Director at Xenia Catering
Industry Hospitality
Experience
Xenia Catering May 2013 - Present
Red Rocks Cafe (Strawberry Hill) August 2012 - April 2013
Blu Basil August 2010 - June 2012
Queens University of Charlotte January 2009 - December 2009
Starbucks Coffee Company July 2006 - January 2009
World Newspaper Publishing February 2005 - June 2006
Morgan Stanley Smith Barney August 2001 - July 2003
Lifeway Christian Stores May 1997 - August 2000
Skills
Brand Managment, Training & Development, Cost Control, Sales Presentations, Marketing Management, Brand Management, Marketing, Catering, Sales, Advertising, Coaching, Customer Service, Employee Training, Event Management, Management, Marketing Strategy, Sales Operations, Training, Social Media, Analysis, Strategic Planning
Education
Queens University of Charlotte, McColl School of Business 2007 — 2009
Masters, Marketing
Queens University of Charlotte
MBA, Marketing
Queens University of Charlotte 1997 — 2001
B.S., Marketing
Queens College
BA, Marketing
Xenia Catering May 2013 - Present
Red Rocks Cafe (Strawberry Hill) August 2012 - April 2013
Blu Basil August 2010 - June 2012
Queens University of Charlotte January 2009 - December 2009
Starbucks Coffee Company July 2006 - January 2009
World Newspaper Publishing February 2005 - June 2006
Morgan Stanley Smith Barney August 2001 - July 2003
Lifeway Christian Stores May 1997 - August 2000
Skills
Brand Managment, Training & Development, Cost Control, Sales Presentations, Marketing Management, Brand Management, Marketing, Catering, Sales, Advertising, Coaching, Customer Service, Employee Training, Event Management, Management, Marketing Strategy, Sales Operations, Training, Social Media, Analysis, Strategic Planning
Education
Queens University of Charlotte, McColl School of Business 2007 — 2009
Masters, Marketing
Queens University of Charlotte
MBA, Marketing
Queens University of Charlotte 1997 — 2001
B.S., Marketing
Queens College
BA, Marketing
Fan Sun Fan Sun's Morgan Stanley Smith Barney Experience April 2011 - October 2014
Job Accountant at Morgan Stanley Smith Barney
Industry Accounting
Experience
American Realty Capital October 2014 - Present
Morgan Stanley Smith Barney April 2011 - October 2014
Kellly T. & Liu, LLC February 2010 - April 2010
Skills
Financial Analysis, Accounting, Alternative Investments, Financial Reporting, Hedge Funds, Investments, Microsoft Excel, PowerPoint, Finance, Management
Education
Queens College 2008 — 2010
SUNY Stony Brook
American Realty Capital October 2014 - Present
Morgan Stanley Smith Barney April 2011 - October 2014
Kellly T. & Liu, LLC February 2010 - April 2010
Skills
Financial Analysis, Accounting, Alternative Investments, Financial Reporting, Hedge Funds, Investments, Microsoft Excel, PowerPoint, Finance, Management
Education
Queens College 2008 — 2010
SUNY Stony Brook
Carla Lang Carla Lang's Morgan Stanley Smith Barney Experience March 1981 - May 2009
Job Vice President, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2009 - Present
Morgan Stanley Smith Barney March 1981 - May 2009
Skills
Series 63, Wealth Management, Investments, Series 7, Investment Advisory, Portfolio Management, Asset Allocation, Alternative Investments, Wealth Accumulation..., Strategic Planning, Business Development, Business Planning, Retirement Planning, Fixed Income, Wealth Preservation..., Equities, Project Management, Series 65, Due Diligence, Multi-generational..., Mutual Funds, Dividends, Marketing Strategy
Education
Quinlan School of Business, Loyola University Chicago 1978 — 1981
MBA
University of Illinois at Urbana-Champaign 1974 — 1978
Merrill Lynch May 2009 - Present
Morgan Stanley Smith Barney March 1981 - May 2009
Skills
Series 63, Wealth Management, Investments, Series 7, Investment Advisory, Portfolio Management, Asset Allocation, Alternative Investments, Wealth Accumulation..., Strategic Planning, Business Development, Business Planning, Retirement Planning, Fixed Income, Wealth Preservation..., Equities, Project Management, Series 65, Due Diligence, Multi-generational..., Mutual Funds, Dividends, Marketing Strategy
Education
Quinlan School of Business, Loyola University Chicago 1978 — 1981
MBA
University of Illinois at Urbana-Champaign 1974 — 1978
Kyle Rossiter Kyle Rossiter's Morgan Stanley Smith Barney Experience May 2009 - September 2009
Job Global Account Executive at Acquia
Industry Computer Software
Experience
Acquia July 2014 - Present
Acquia January 2014 - July 2014
Acquia July 2011 - December 2013
Acquia May 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - September 2009
Skills
Salesforce.com, Account Management, PowerPoint, Customer Relations, Word, Excel, Microsoft Office, Problem Solving, Customer Service, Mac OS X, Windows, SaaS, Drupal, Cloud Computing, Open Source, OS X, Solution Selling, HTML, Enterprise Software, Social Media, Sales, Microsoft Word, Online Marketing, Lead Generation, Sales Process, Microsoft Excel, CRM, Web Development, New Business Development, Sales Management, Professional Services, Business Development, Demand Generation
Education
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science, Economics and Finance
Westwood High School 2003 — 2007
Acquia July 2014 - Present
Acquia January 2014 - July 2014
Acquia July 2011 - December 2013
Acquia May 2010 - August 2010
Morgan Stanley Smith Barney May 2009 - September 2009
Skills
Salesforce.com, Account Management, PowerPoint, Customer Relations, Word, Excel, Microsoft Office, Problem Solving, Customer Service, Mac OS X, Windows, SaaS, Drupal, Cloud Computing, Open Source, OS X, Solution Selling, HTML, Enterprise Software, Social Media, Sales, Microsoft Word, Online Marketing, Lead Generation, Sales Process, Microsoft Excel, CRM, Web Development, New Business Development, Sales Management, Professional Services, Business Development, Demand Generation
Education
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science, Economics and Finance
Westwood High School 2003 — 2007
Daniel Saufer Daniel Saufer's Morgan Stanley Smith Barney Experience July 2010 - August 2011
Job Licensed Life & Health Insurance Agent at New York Life Insurance Company
Industry Sports
Experience
New York Life Insurance Company March 2013 - Present
Morgan Stanley Smith Barney July 2010 - August 2011
UBS June 2010 - July 2010
Best Buy June 2009 - January 2010
Long Island Lizards May 2009 - August 2009
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Marketing Strategy, Sports Management, Sports Marketing, Market Research, Critical Thinking, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Cold Calling, Survey Design, Lifeguarding, Water Safety Instructor, Karate, Access, Fundraising
Education
Queen's College 2008 — 2012
Bachelor of Arts (BA), Business/Managerial Economics
Queens College 2008 — 2012
Bachelor's degree, Economics
New York Life Insurance Company March 2013 - Present
Morgan Stanley Smith Barney July 2010 - August 2011
UBS June 2010 - July 2010
Best Buy June 2009 - January 2010
Long Island Lizards May 2009 - August 2009
Skills
Financial Analysis, Corporate Finance, Financial Reporting, Marketing Strategy, Sports Management, Sports Marketing, Market Research, Critical Thinking, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Public Speaking, Cold Calling, Survey Design, Lifeguarding, Water Safety Instructor, Karate, Access, Fundraising
Education
Queen's College 2008 — 2012
Bachelor of Arts (BA), Business/Managerial Economics
Queens College 2008 — 2012
Bachelor's degree, Economics
Loring Brown's Morgan Stanley Smith Barney Experience May 2001 - Present
Job First Vice President at Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney May 2001 - Present
Skills
Asset Management, Portfolio Management, Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Investments, Series 63, Wealth Management, Fixed Income, Equities, Hedge Funds, Securities, ETFs, Finance
Education
Rensselaer Polytechnic Institute 1986 — 1990
BS, Management
Morgan Stanley Smith Barney May 2001 - Present
Skills
Asset Management, Portfolio Management, Series 7, Mutual Funds, Asset Allocation, Alternative Investments, Investments, Series 63, Wealth Management, Fixed Income, Equities, Hedge Funds, Securities, ETFs, Finance
Education
Rensselaer Polytechnic Institute 1986 — 1990
BS, Management
Stephen O'Flaherty's Morgan Stanley Smith Barney Experience August 2005 - Present
Job Retirement Planning Specialist at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Smith Barney August 2005 - Present
Morgan Stanley Smith Barney August 2005 - Present
Columbia University September 2003 - August 2005
Schervier Nursing Care Center September 2002 - September 2003
Education
Quinnipiac University 1998 — 2002
Smith Barney August 2005 - Present
Morgan Stanley Smith Barney August 2005 - Present
Columbia University September 2003 - August 2005
Schervier Nursing Care Center September 2002 - September 2003
Education
Quinnipiac University 1998 — 2002
Barry Bosak's Morgan Stanley Smith Barney Experience 1989 - 1998
Job Independent Financial Services Professional
Industry Financial Services
Experience
Retired January 1998 - 2009
Smith Barney March 1989 - January 1998
Morgan Stanley Smith Barney 1989 - 1998
F Eberstadt February 1978 - January 1989
Education
Princeton University 1958 — 1962
AB, French Literature
Retired January 1998 - 2009
Smith Barney March 1989 - January 1998
Morgan Stanley Smith Barney 1989 - 1998
F Eberstadt February 1978 - January 1989
Education
Princeton University 1958 — 1962
AB, French Literature
Christina Goldschmidt's Morgan Stanley Smith Barney Experience October 2010 - March 2012
Job Director of User Experience at Alexander Interactive (Ai)
Industry Marketing and Advertising
Experience
Alexander Interactive (Ai) April 2015 - Present
General Assembly November 2014 - Present
Alexander Interactive (Ai) October 2013 - April 2015
Annalect Group March 2012 - October 2013
Morgan Stanley Smith Barney October 2010 - March 2012
American Express March 2010 - October 2010
American Express July 2008 - June 2010
Firebrand Partners LLC January 2008 - August 2009
ClearPoint Learning Systems January 2008 - February 2008
American Express May 2007 - August 2007
Skills
Creative Direction, User Experience, Interactive Marketing..., Art Direction, Mobile Design, Print, Social Media, Landing Page..., User Interface Design, Team Leadership, Brand Development, Web Project Management, SEM, Customer Experience, Adobe Creative Suite, Advertising, MBA, Web Design, Graphic Design, User Acceptance Testing, User-centered Design, Budgeting, Creative Briefs, Marketing Strategy, Web Analytics, Interaction Design, Information Architecture, Digital Strategy, Omniture, E-commerce, SEO, Strategy, Budgets, Analytics, Integrated Marketing, Marketing, Mobile Devices, Start-ups, Copywriting, Usability, Usability Testing, New Media, Interactive Marketing, Market Research, Facebook, Visual Design, Digital Marketing, Online Marketing
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (MBA), Markting, Leadership and Change Management, Entrepreneurship and Innovation, 3.7
SDA Bocconi 2008 — 2008
Doing Business in Italy: Luxury Retail, Fashion, Design & Branding
Rensselaer Polytechnic Institute 1997 — 1999
BS, Electronic Media Arts and Communications, 4.0
The Thomas Jefferson High School for Science and Technology 1992 — 1996
Alexander Interactive (Ai) April 2015 - Present
General Assembly November 2014 - Present
Alexander Interactive (Ai) October 2013 - April 2015
Annalect Group March 2012 - October 2013
Morgan Stanley Smith Barney October 2010 - March 2012
American Express March 2010 - October 2010
American Express July 2008 - June 2010
Firebrand Partners LLC January 2008 - August 2009
ClearPoint Learning Systems January 2008 - February 2008
American Express May 2007 - August 2007
Skills
Creative Direction, User Experience, Interactive Marketing..., Art Direction, Mobile Design, Print, Social Media, Landing Page..., User Interface Design, Team Leadership, Brand Development, Web Project Management, SEM, Customer Experience, Adobe Creative Suite, Advertising, MBA, Web Design, Graphic Design, User Acceptance Testing, User-centered Design, Budgeting, Creative Briefs, Marketing Strategy, Web Analytics, Interaction Design, Information Architecture, Digital Strategy, Omniture, E-commerce, SEO, Strategy, Budgets, Analytics, Integrated Marketing, Marketing, Mobile Devices, Start-ups, Copywriting, Usability, Usability Testing, New Media, Interactive Marketing, Market Research, Facebook, Visual Design, Digital Marketing, Online Marketing
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (MBA), Markting, Leadership and Change Management, Entrepreneurship and Innovation, 3.7
SDA Bocconi 2008 — 2008
Doing Business in Italy: Luxury Retail, Fashion, Design & Branding
Rensselaer Polytechnic Institute 1997 — 1999
BS, Electronic Media Arts and Communications, 4.0
The Thomas Jefferson High School for Science and Technology 1992 — 1996
Lorenzo Greco's Morgan Stanley Smith Barney Experience 2003 - 2005
Job Support Specialist II at Mediaocean Production & Corporate Accounting
Industry Information Technology and Services
Experience
Mediaocean January 2014 - Present
Xtiva Financial Systems January 2012 - December 2013
Xtiva Financial Systems August 2006 - December 2011
AIG SunAmerica Asset Management 2005 - 2006
Morgan Stanley Smith Barney 2003 - 2005
Skills
Business Analysis, Financial Services, Relationship Management, Analysis, Microsoft Excel, CRM, Accounting, Project Management, Microsoft Office, SQL, Mutual Funds, Team Leadership, Requirements Analysis, Team Building, Enterprise Software, Product Management, Customer Satisfaction, Training, SaaS, Software Documentation, Management, Vendor Management, Strategic Planning, Salesforce.com
Education
Ramapo College of New Jersey 2000 — 2005
Bachelor of Arts, Economics
West Orange High School 1995 — 1999
Mediaocean January 2014 - Present
Xtiva Financial Systems January 2012 - December 2013
Xtiva Financial Systems August 2006 - December 2011
AIG SunAmerica Asset Management 2005 - 2006
Morgan Stanley Smith Barney 2003 - 2005
Skills
Business Analysis, Financial Services, Relationship Management, Analysis, Microsoft Excel, CRM, Accounting, Project Management, Microsoft Office, SQL, Mutual Funds, Team Leadership, Requirements Analysis, Team Building, Enterprise Software, Product Management, Customer Satisfaction, Training, SaaS, Software Documentation, Management, Vendor Management, Strategic Planning, Salesforce.com
Education
Ramapo College of New Jersey 2000 — 2005
Bachelor of Arts, Economics
West Orange High School 1995 — 1999
Deepali Bhangale's Morgan Stanley Smith Barney Experience November 2009 - April 2011
Job Associate QA Manager at GalaxE Solutions
Industry Computer Software
Experience
GalaxE Solutions May 2013 - Present
GalaxE Solutions April 2011 - Present
Infosys November 2009 - April 2011
Morgan Stanley Smith Barney November 2009 - April 2011
Amano July 2008 - April 2009
Novo Nordisk December 2007 - June 2008
Skills
Software Quality..., Agile Methodologies, Requirements Gathering, Requirements Analysis, Test Planning, Test Cases, SDLC, Software Project..., Integration, Manual Testing, System Testing, Test Automation, Regression Testing, QTP, Quality Center, Offshore Management, DB2, Testing, Test Management, Business Requirements, User Acceptance Testing, Scrum, CRM
Education
Pune Institute of Computer Technology 1996 — 2000
B.E., Electronics and Telecommunications
University of Pune 1996 — 2000
B.E., Electronics and Telecommunications
GalaxE Solutions May 2013 - Present
GalaxE Solutions April 2011 - Present
Infosys November 2009 - April 2011
Morgan Stanley Smith Barney November 2009 - April 2011
Amano July 2008 - April 2009
Novo Nordisk December 2007 - June 2008
Skills
Software Quality..., Agile Methodologies, Requirements Gathering, Requirements Analysis, Test Planning, Test Cases, SDLC, Software Project..., Integration, Manual Testing, System Testing, Test Automation, Regression Testing, QTP, Quality Center, Offshore Management, DB2, Testing, Test Management, Business Requirements, User Acceptance Testing, Scrum, CRM
Education
Pune Institute of Computer Technology 1996 — 2000
B.E., Electronics and Telecommunications
University of Pune 1996 — 2000
B.E., Electronics and Telecommunications
James McCaffrey's Morgan Stanley Smith Barney Experience February 2010 - October 2013
Job Experienced Financial Services and Portfolio Management Professional
Industry Capital Markets
Experience
Morgan Stanley Smith Barney February 2010 - October 2013
UBS Financial Services April 2008 - February 2010
Archelon Trading August 2000 - August 2001
Helios Trading August 1999 - August 2000
Hull Trading Company March 1992 - August 1998
Skills
Series 7, Alternative Investments, Options, Hedge Funds, Equities, Series 3, Series 66, Equity Derivatives, Credit Derivatives, Bonds, Financial Markets, FINRA, Trading Systems, Capital Markets, Securities, Equity Trading, Trading, Electronic Trading, Fixed Income, Asset Allocation, Series 63
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (M.B.A.), Finance
Providence College
BS, Finance
Morgan Stanley Smith Barney February 2010 - October 2013
UBS Financial Services April 2008 - February 2010
Archelon Trading August 2000 - August 2001
Helios Trading August 1999 - August 2000
Hull Trading Company March 1992 - August 1998
Skills
Series 7, Alternative Investments, Options, Hedge Funds, Equities, Series 3, Series 66, Equity Derivatives, Credit Derivatives, Bonds, Financial Markets, FINRA, Trading Systems, Capital Markets, Securities, Equity Trading, Trading, Electronic Trading, Fixed Income, Asset Allocation, Series 63
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (M.B.A.), Finance
Providence College
BS, Finance
Philip Bellezza's Morgan Stanley Smith Barney Experience June 2003 - June 2005
Job Senior Manager, Digital Sales at Cinedigm
Industry Entertainment
Experience
Cinedigm May 2015 - Present
Cinedigm April 2013 - November 2014
Cinedigm August 2012 - April 2013
Cargo Film & Releasing June 2009 - August 2012
@radical.media May 2007 - May 2009
Bingham McCutchen May 2006 - February 2007
Johnson & Johnson November 2005 - March 2006
Morgan Stanley Smith Barney June 2003 - June 2005
Skills
Marketing, Digital Media, Film, New Media, Editing, CRM, Brand Management, Television, Broadcast, Sales, Content Strategy, PowerPoint, Microsoft Excel, Social Media, Access, Time Management, Microsoft Word, CMS, Programming, Acquisitions, Marketing Strategy, Project Management, Digital Distribution, Strategic Partnerships, Licensing, Management, HTML, Data Conversion, Account Management, Adobe Creative Suite, Social Media Marketing, Social Networking, Entertainment, Content Curation
Education
Providence College 1999 — 2003
Bachelor of Science (BS), Finance
Cinedigm May 2015 - Present
Cinedigm April 2013 - November 2014
Cinedigm August 2012 - April 2013
Cargo Film & Releasing June 2009 - August 2012
@radical.media May 2007 - May 2009
Bingham McCutchen May 2006 - February 2007
Johnson & Johnson November 2005 - March 2006
Morgan Stanley Smith Barney June 2003 - June 2005
Skills
Marketing, Digital Media, Film, New Media, Editing, CRM, Brand Management, Television, Broadcast, Sales, Content Strategy, PowerPoint, Microsoft Excel, Social Media, Access, Time Management, Microsoft Word, CMS, Programming, Acquisitions, Marketing Strategy, Project Management, Digital Distribution, Strategic Partnerships, Licensing, Management, HTML, Data Conversion, Account Management, Adobe Creative Suite, Social Media Marketing, Social Networking, Entertainment, Content Curation
Education
Providence College 1999 — 2003
Bachelor of Science (BS), Finance
Gabriel DeFelice's Morgan Stanley Smith Barney Experience July 2000 - Present
Job Business Analyst at Morgan Stanley Smith Barney
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney July 2000 - Present
Chase Manhattan Automotive Finance 1998 - 2000
Barnes & Noble 1997 - 1998
ADP Investor Communication Services 1995 - 1997
The Equitable Life Assurance Society 1994 - 1995
British American Consulting Group 1989 - 1994
Unisys 1983 - 1988
Skills
Requirements Analysis, Business Analysis, Requirements Gathering, Business Requirements, Visio, SQL, User Acceptance Testing, Software Project..., SharePoint, Fixed Income, Access, Equities, DB2
Education
Grumman Data Systems Institute 1988 — 1989
Diploma, Computer Programming
Queens College 1986 — 1988
Computer Science
United States Navy 1979 — 1983
Honorable Discharge, Interior Communications
Morgan Stanley Smith Barney July 2000 - Present
Chase Manhattan Automotive Finance 1998 - 2000
Barnes & Noble 1997 - 1998
ADP Investor Communication Services 1995 - 1997
The Equitable Life Assurance Society 1994 - 1995
British American Consulting Group 1989 - 1994
Unisys 1983 - 1988
Skills
Requirements Analysis, Business Analysis, Requirements Gathering, Business Requirements, Visio, SQL, User Acceptance Testing, Software Project..., SharePoint, Fixed Income, Access, Equities, DB2
Education
Grumman Data Systems Institute 1988 — 1989
Diploma, Computer Programming
Queens College 1986 — 1988
Computer Science
United States Navy 1979 — 1983
Honorable Discharge, Interior Communications
Katie Breen, CAIA's Morgan Stanley Smith Barney Experience July 2008 - October 2011
Job Morgan Stanley Alternative Investment Partners
Industry Financial Services
Experience
Morgan Stanley July 2013 - Present
HedgeMark International LLC October 2011 - July 2013
Morgan Stanley Smith Barney July 2008 - October 2011
New Harbor Group September 2007 - May 2008
Skills
Series 7, Series 63, Hedge Funds, Investments, Alternative Investments, Wealth Management, CAIA
Education
Providence College 2004 — 2008
BS/BA, Marketing and American Studies
Providence College 2004 — 2008
Marketing and American Studies
Morgan Stanley July 2013 - Present
HedgeMark International LLC October 2011 - July 2013
Morgan Stanley Smith Barney July 2008 - October 2011
New Harbor Group September 2007 - May 2008
Skills
Series 7, Series 63, Hedge Funds, Investments, Alternative Investments, Wealth Management, CAIA
Education
Providence College 2004 — 2008
BS/BA, Marketing and American Studies
Providence College 2004 — 2008
Marketing and American Studies
Shannon Ricciardi's Morgan Stanley Smith Barney Experience April 2007 - Present
Job Operations Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2007 - Present
Smith Barney April 2007 - August 2011
LaBranche & Co. June 2004 - December 2006
labranche 2001 - 2006
Labranche&Co LLC. 2000 - 2006
Education
Quinnipiac University - School of Business 2000 — 2004
BS, Buisness Management
Morgan Stanley Smith Barney April 2007 - Present
Smith Barney April 2007 - August 2011
LaBranche & Co. June 2004 - December 2006
labranche 2001 - 2006
Labranche&Co LLC. 2000 - 2006
Education
Quinnipiac University - School of Business 2000 — 2004
BS, Buisness Management
Jennifer Klinger, CPA's Morgan Stanley Smith Barney Experience September 2004 - May 2005
Job Financial Reporting Manager at FORUM Pharmaceuticals (formerly Envivo Pharmaceuticals)
Industry Biotechnology
Experience
FORUM Pharmaceuticals (formerly Envivo Pharmaceuticals) May 2014 - Present
Biogen Idec August 2012 - May 2014
Partners HealthCare June 2009 - August 2012
Goldman Sachs July 2008 - June 2009
KPMG September 2006 - June 2008
Morgan Stanley Smith Barney September 2004 - May 2005
Aon Corporation June 2004 - August 2004
Aon Corporation June 2003 - August 2003
Skills
Accounting, US GAAP, Financial Reporting, SEC reporting, Divestitures, Mergers, SEC filings, Finance, Mergers & Acquisitions, SEC Filings, Sarbanes-Oxley Act, Internal Controls, Auditing, Corporate Finance, GAAP
Education
University of Illinois at Urbana-Champaign 2005 — 2006
MS, Accountancy
Providence College 2001 — 2005
BA, Economics, Finance
St. Ignatius College Prep 1997 — 2001
FORUM Pharmaceuticals (formerly Envivo Pharmaceuticals) May 2014 - Present
Biogen Idec August 2012 - May 2014
Partners HealthCare June 2009 - August 2012
Goldman Sachs July 2008 - June 2009
KPMG September 2006 - June 2008
Morgan Stanley Smith Barney September 2004 - May 2005
Aon Corporation June 2004 - August 2004
Aon Corporation June 2003 - August 2003
Skills
Accounting, US GAAP, Financial Reporting, SEC reporting, Divestitures, Mergers, SEC filings, Finance, Mergers & Acquisitions, SEC Filings, Sarbanes-Oxley Act, Internal Controls, Auditing, Corporate Finance, GAAP
Education
University of Illinois at Urbana-Champaign 2005 — 2006
MS, Accountancy
Providence College 2001 — 2005
BA, Economics, Finance
St. Ignatius College Prep 1997 — 2001
Keirstin Wright, CEP's Morgan Stanley Smith Barney Experience August 2010 - December 2011
Job Vice President / Product Management
Industry Financial Services
Experience
Morgan Stanley September 2014 - Present
UBS July 2012 - September 2014
TD Ameritrade December 2011 - June 2012
Morgan Stanley Smith Barney August 2010 - December 2011
Morgan Stanley Smith Barney 2004 - November 2010
Mellon Investor Services 2002 - 2004
ChaseMellon Shareholder Services 2000 - 2002
Skills
Equities, Financial Services, Securities, Strategy, Options
Education
St. Petersburg Polytechnic University
St. Petersburg Polytechnic University
Saint Michael's College 1995 — 1999
Bachelor's, Economics
Ramapo College of New Jersey
Project Management Certificate
Morgan Stanley September 2014 - Present
UBS July 2012 - September 2014
TD Ameritrade December 2011 - June 2012
Morgan Stanley Smith Barney August 2010 - December 2011
Morgan Stanley Smith Barney 2004 - November 2010
Mellon Investor Services 2002 - 2004
ChaseMellon Shareholder Services 2000 - 2002
Skills
Equities, Financial Services, Securities, Strategy, Options
Education
St. Petersburg Polytechnic University
St. Petersburg Polytechnic University
Saint Michael's College 1995 — 1999
Bachelor's, Economics
Ramapo College of New Jersey
Project Management Certificate
William E Christian's Morgan Stanley Smith Barney Experience July 1997 - August 2010
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan August 2010 - Present
Smith Barney July 1997 - August 2010
Morgan Stanley Smith Barney July 1997 - August 2010
Skills
Series 7, Series 63, Alternative Investments, Hedge Funds, Asset Allocation, Strategy, Finance, Investment Management, Wealth Management, Securities, Asset Management, Equities, Financial Planning, Fixed Income, Investments
Education
Ramapo College of New Jersey 1992 — 1996
BA, Business Administration
JP Morgan August 2010 - Present
Smith Barney July 1997 - August 2010
Morgan Stanley Smith Barney July 1997 - August 2010
Skills
Series 7, Series 63, Alternative Investments, Hedge Funds, Asset Allocation, Strategy, Finance, Investment Management, Wealth Management, Securities, Asset Management, Equities, Financial Planning, Fixed Income, Investments
Education
Ramapo College of New Jersey 1992 — 1996
BA, Business Administration
Kathleen Kaufmann's Morgan Stanley Smith Barney Experience 2010 - 2011
Job Senior Technical Project Manager: Design and Deliver Solutions that Optimize Business Performance
Industry Management Consulting
Experience
Deutsche Bank June 2015 - Present
KGK DonLaw Group, LLC 2004 - Present
Bank Leumi USA 2014 - 2014
First Data Corporation 2012 - 2013
Taproot Foundation August 2010 - June 2011
Morgan Stanley Smith Barney 2010 - 2011
HNW 2010 - 2010
Associated Press 2007 - 2009
Morgan Stanley 2006 - 2007
AEGIS Insurance Services 2004 - 2006
Skills
SDLC, Business Analysis, Project Management, PMO, Integration, Quality Assurance, Cross-functional Team..., Leadership, Risk Management, Vendor Management, Governance, Business Process..., Process Improvement, Program Management, Project Delivery, Merchant Services, Payment Systems, Management, CRM, Analysis, Software Project..., IT Strategy, Business Requirements, Requirements Gathering
Education
George Washington University
Project Management Certificate
International Institute for Learning
MS Project Orange Belt Certification
Learning Tree
Software Systems Analysis and Design Certificate
Quinnipiac University
Rational Software
Requirements Management with Use Cases and Requisite Pro Certificate
Deutsche Bank June 2015 - Present
KGK DonLaw Group, LLC 2004 - Present
Bank Leumi USA 2014 - 2014
First Data Corporation 2012 - 2013
Taproot Foundation August 2010 - June 2011
Morgan Stanley Smith Barney 2010 - 2011
HNW 2010 - 2010
Associated Press 2007 - 2009
Morgan Stanley 2006 - 2007
AEGIS Insurance Services 2004 - 2006
Skills
SDLC, Business Analysis, Project Management, PMO, Integration, Quality Assurance, Cross-functional Team..., Leadership, Risk Management, Vendor Management, Governance, Business Process..., Process Improvement, Program Management, Project Delivery, Merchant Services, Payment Systems, Management, CRM, Analysis, Software Project..., IT Strategy, Business Requirements, Requirements Gathering
Education
George Washington University
Project Management Certificate
International Institute for Learning
MS Project Orange Belt Certification
Learning Tree
Software Systems Analysis and Design Certificate
Quinnipiac University
Rational Software
Requirements Management with Use Cases and Requisite Pro Certificate
John R. Orofino's Morgan Stanley Smith Barney Experience January 2002 - Present
Job Vice President
Industry Investment Management
Experience
Morgan Stanley Smith Barney January 2002 - Present
Greenwood Mills February 1977 - December 2001
Skills
Series 7, Series 63, Alternative Investments, Wealth Management, Series 65, 401k, Insurance
Education
Queens College 1973 — 1977
B.A., Political Science and History
John Bowne High School 1970 — 1973
Morgan Stanley Smith Barney January 2002 - Present
Greenwood Mills February 1977 - December 2001
Skills
Series 7, Series 63, Alternative Investments, Wealth Management, Series 65, 401k, Insurance
Education
Queens College 1973 — 1977
B.A., Political Science and History
John Bowne High School 1970 — 1973
Eric Belgard's Morgan Stanley Smith Barney Experience June 2010 - August 2010
Job Regional Marketing Director at ICON Investments
Industry Financial Services
Experience
ICON Investments June 2013 - Present
Morgan Stanley June 2011 - June 2013
Quinnipiac University, Investment Club October 2007 - May 2011
Quinnipiac University August 2007 - May 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Wells Fargo Advisors February 2010 - May 2010
UBS Financial Services August 2009 - February 2010
Skills
Investments, Bloomberg, Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Series 7, Access, Valuation, Finance, Strategic Financial..., Mutual Funds, Fixed Income, Asset Allocation, Hostage Negotiator, Investment Strategies
Education
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, Economics
Quinnipiac University - School of Business 2007 — 2011
Finance and Economics
ICON Investments June 2013 - Present
Morgan Stanley June 2011 - June 2013
Quinnipiac University, Investment Club October 2007 - May 2011
Quinnipiac University August 2007 - May 2011
Morgan Stanley Smith Barney June 2010 - August 2010
Wells Fargo Advisors February 2010 - May 2010
UBS Financial Services August 2009 - February 2010
Skills
Investments, Bloomberg, Financial Analysis, Microsoft Excel, Financial Modeling, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Series 7, Access, Valuation, Finance, Strategic Financial..., Mutual Funds, Fixed Income, Asset Allocation, Hostage Negotiator, Investment Strategies
Education
Quinnipiac University - School of Business 2007 — 2011
Bachelor of Science (B.S.), Finance, Economics
Quinnipiac University - School of Business 2007 — 2011
Finance and Economics
Daniel T Hess's Morgan Stanley Smith Barney Experience September 2009 - April 2011
Job VP, Regional Sales Director Florida Prudential Retirement
Industry Financial Services
Experience
Prudential Financial September 2013 - Present
Prudential Financial September 2012 - September 2013
Prudential Financial April 2011 - November 2012
Morgan Stanley Smith Barney September 2009 - April 2011
MassMutual September 2008 - September 2009
Skills
Investments, Relationship Management, Project Management, Business Networking, Retirement, Mutual Funds, Series 7, Retirement Planning, 401k, Strategic Financial..., Series 6, Financial Analysis, Pensions, Risk Management, Employee Benefits
Education
Western New England University 2004 — 2007
Bachelors, Marketing, Finance
Providence College 2002 — 2004
Prudential Financial September 2013 - Present
Prudential Financial September 2012 - September 2013
Prudential Financial April 2011 - November 2012
Morgan Stanley Smith Barney September 2009 - April 2011
MassMutual September 2008 - September 2009
Skills
Investments, Relationship Management, Project Management, Business Networking, Retirement, Mutual Funds, Series 7, Retirement Planning, 401k, Strategic Financial..., Series 6, Financial Analysis, Pensions, Risk Management, Employee Benefits
Education
Western New England University 2004 — 2007
Bachelors, Marketing, Finance
Providence College 2002 — 2004
Douglas Roskos's Morgan Stanley Smith Barney Experience January 2002 - December 2006
Job Wealth Management Advisor at Merrill Lynch; CERTIFIED FINANCIAL PLANNER (tm)
Industry Financial Services
Experience
Merrill Lynch December 2006 - Present
Morgan Stanley Smith Barney January 2002 - December 2006
Van der Moolen December 1997 - December 2001
NEC Logistics September 1995 - August 1997
Skills
Series 7, Series 63, Series 65, Series 31, Retirement Planning, Retirement Income..., Wealth Management
Education
Princeton University 1991 — 1995
BSE, Engineering
Neshaminy
Merrill Lynch December 2006 - Present
Morgan Stanley Smith Barney January 2002 - December 2006
Van der Moolen December 1997 - December 2001
NEC Logistics September 1995 - August 1997
Skills
Series 7, Series 63, Series 65, Series 31, Retirement Planning, Retirement Income..., Wealth Management
Education
Princeton University 1991 — 1995
BSE, Engineering
Neshaminy
Victoria Foxgrover's Morgan Stanley Smith Barney Experience August 2010 - May 2011
Job Broker at Brokers Guild Cherry Creek Ltd
Industry Real Estate
Experience
Brokers Guild - Cherry Creek Ltd August 2014 - Present
Alain Pinel Realtors May 2011 - June 2014
Morgan Stanley Smith Barney August 2010 - May 2011
J.Crew May 2008 - May 2010
Bedford, Freeman & Worth Publishing Group May 2008 - August 2008
Skills
Valuation, Public Speaking, Research, Real Estate Transactions, Investments, Contract Negotiation, Seller Representation, Buyer Representation, First Time Home Buyers, Project Management, Negotiation, Sellers, Investment Properties, Relocation
Education
Princeton University 2006 — 2010
Bachelor of Arts; Certificate
Pace Academy 2002 — 2006
Brokers Guild - Cherry Creek Ltd August 2014 - Present
Alain Pinel Realtors May 2011 - June 2014
Morgan Stanley Smith Barney August 2010 - May 2011
J.Crew May 2008 - May 2010
Bedford, Freeman & Worth Publishing Group May 2008 - August 2008
Skills
Valuation, Public Speaking, Research, Real Estate Transactions, Investments, Contract Negotiation, Seller Representation, Buyer Representation, First Time Home Buyers, Project Management, Negotiation, Sellers, Investment Properties, Relocation
Education
Princeton University 2006 — 2010
Bachelor of Arts; Certificate
Pace Academy 2002 — 2006
Harold Bolton's Morgan Stanley Smith Barney Experience Marketing Strategist InternVerizonMay 2009 - August 2009
Job Financial Advisor Intern at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney Marketing Strategist InternVerizonMay 2009 - August 2009
Ramapo College of New Jersey January 2007 - May 2009
Education
Ramapo College of New Jersey 2006 — 2010
BS, Finance
Morgan Stanley Smith Barney Marketing Strategist InternVerizonMay 2009 - August 2009
Ramapo College of New Jersey January 2007 - May 2009
Education
Ramapo College of New Jersey 2006 — 2010
BS, Finance
Carmelo Guarneri's Morgan Stanley Smith Barney Experience May 2009 - June 2009
Job Senior Financial Analyst at ORBCOMM
Industry Accounting
Experience
ORBCOMM July 2014 - Present
Verizon January 2013 - Present
UPS May 2010 - January 2013
WithumSmith+Brown January 2010 - May 2010
Dale and Thomas Popcorn June 2009 - August 2009
Morgan Stanley Smith Barney May 2009 - June 2009
Skills
Accounting, Tax Returns, General Ledger, Financial Statement..., Capital Budgeting
Education
William Paterson University of New Jersey 2010 — 2013
MBA, Finance
Ramapo College of New Jersey 2006 — 2010
Bachelor of Science (BS), Accounting
ORBCOMM July 2014 - Present
Verizon January 2013 - Present
UPS May 2010 - January 2013
WithumSmith+Brown January 2010 - May 2010
Dale and Thomas Popcorn June 2009 - August 2009
Morgan Stanley Smith Barney May 2009 - June 2009
Skills
Accounting, Tax Returns, General Ledger, Financial Statement..., Capital Budgeting
Education
William Paterson University of New Jersey 2010 — 2013
MBA, Finance
Ramapo College of New Jersey 2006 — 2010
Bachelor of Science (BS), Accounting
Dan Moynihan's Morgan Stanley Smith Barney Experience July 1994 - Present
Job Wealth Management at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 1994 - Present
Dean Witter (currently Morgan Stanley) July 1985 - July 1994
Skills
Wealth Management, Strategic Financial..., Financial Analysis, Retirement Planning, Financial Modeling, Risk Management, Microsoft Excel, Strategic Planning, Series 7, Investments, Equities, Mutual Funds, Fixed Income, Portfolio Management, Asset Allocation, Investment Advisory, Bloomberg, Asset Managment
Education
Purdue University 1978 — 1982
Finance/Accounting
Highland High School 1974 — 1978
Morgan Stanley Smith Barney July 1994 - Present
Dean Witter (currently Morgan Stanley) July 1985 - July 1994
Skills
Wealth Management, Strategic Financial..., Financial Analysis, Retirement Planning, Financial Modeling, Risk Management, Microsoft Excel, Strategic Planning, Series 7, Investments, Equities, Mutual Funds, Fixed Income, Portfolio Management, Asset Allocation, Investment Advisory, Bloomberg, Asset Managment
Education
Purdue University 1978 — 1982
Finance/Accounting
Highland High School 1974 — 1978
Luke Violette's Morgan Stanley Smith Barney Experience October 2010 - February 2011
Job Financial Consultant at Goldberg, Yolles & Lepore, LLC. Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
Goldberg, Yolles & Lepore LLC. June 2014 - Present
Wells Fargo Advisors, LLC June 2011 - May 2014
Morgan Stanley Smith Barney October 2010 - February 2011
Education
Quinnipiac University 2006 — 2010
Bachelors
Northwest Catholic High School, West Hartford, CT 2002 — 2006
Goldberg, Yolles & Lepore LLC. June 2014 - Present
Wells Fargo Advisors, LLC June 2011 - May 2014
Morgan Stanley Smith Barney October 2010 - February 2011
Education
Quinnipiac University 2006 — 2010
Bachelors
Northwest Catholic High School, West Hartford, CT 2002 — 2006
Ross Richards's Morgan Stanley Smith Barney Experience 1985 - 2004
Job Consulting Group, V.P. Senior Regional Director, Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley 2005 - Present
Morgan Stanley Smith Barney 1985 - 2004
Morgan Stanley Smith Barney 1994 - 1997
Morgan Stanley Smith Barney 1983 - 1985
Morgan Stanley Smith Barney 1981 - 1983
Accenture 1980 - 1981
Skills
Donor Advised Funds, Asset Allocation, Family Philanthropy, Investment Advisory, Fixed Income, Wealth Management, High Net Worth..., Investment Management
Education
Purdue University 1976 — 1980
BS, Management
Pittsford Sutherland High School 1972 — 1976
Regents Diploma
Morgan Stanley 2005 - Present
Morgan Stanley Smith Barney 1985 - 2004
Morgan Stanley Smith Barney 1994 - 1997
Morgan Stanley Smith Barney 1983 - 1985
Morgan Stanley Smith Barney 1981 - 1983
Accenture 1980 - 1981
Skills
Donor Advised Funds, Asset Allocation, Family Philanthropy, Investment Advisory, Fixed Income, Wealth Management, High Net Worth..., Investment Management
Education
Purdue University 1976 — 1980
BS, Management
Pittsford Sutherland High School 1972 — 1976
Regents Diploma
Michael C. Foley's Morgan Stanley Smith Barney Experience June 2005 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2005 - Present
Legg Mason July 2004 - June 2005
Skills
Series 7 and Series 66, Portfolio Management, Product Development, Platform Integration, Platform Design, Investment Advisory
Education
Quinlan School of Business, Loyola University Chicago 2000 — 2001
MBA, Finance
Morgan Stanley Smith Barney June 2005 - Present
Legg Mason July 2004 - June 2005
Skills
Series 7 and Series 66, Portfolio Management, Product Development, Platform Integration, Platform Design, Investment Advisory
Education
Quinlan School of Business, Loyola University Chicago 2000 — 2001
MBA, Finance
Jasmeet Bambra's Morgan Stanley Smith Barney Experience July 2008 - July 2012
Job Lead QA Analyst
Industry Information Technology and Services
Experience
Mutual of America February 2015 - Present
AMC Networks July 2012 - September 2014
Morgan Stanley Smith Barney July 2008 - July 2012
Bank of America July 2007 - April 2008
AIG December 2005 - April 2007
VIPS Biomedical Services February 2004 - October 2005
Skills
Functional Testing, HP Quality Center, HP ALM, HP QTP, HP UFT, JIRA, SQL, VB Scripting, Test Case Generation, Test Plan Generation, Defect Tracking, Test Automation, Database Testing, Load Runner, RTM, Release Management, SharePoint, Oracle 10/12g, Tortoise SVN, SDLC, Test Execution, Quality Assurance, Business Analysis, Requirements Analysis, Vendor Management, Agile Methodologies, Software Project...
Education
Queens College
Mutual of America February 2015 - Present
AMC Networks July 2012 - September 2014
Morgan Stanley Smith Barney July 2008 - July 2012
Bank of America July 2007 - April 2008
AIG December 2005 - April 2007
VIPS Biomedical Services February 2004 - October 2005
Skills
Functional Testing, HP Quality Center, HP ALM, HP QTP, HP UFT, JIRA, SQL, VB Scripting, Test Case Generation, Test Plan Generation, Defect Tracking, Test Automation, Database Testing, Load Runner, RTM, Release Management, SharePoint, Oracle 10/12g, Tortoise SVN, SDLC, Test Execution, Quality Assurance, Business Analysis, Requirements Analysis, Vendor Management, Agile Methodologies, Software Project...
Education
Queens College
Anna Mercatili's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job Analyst at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank April 2013 - Present
UBS Investment Bank August 2011 - April 2013
UBS Investment Bank July 2010 - August 2011
Providence College October 2007 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Rhode Island General Assembly January 2009 - May 2009
Metuchen Golf & Country Club May 2005 - May 2009
Education
Providence College 2006 — 2010
BA, Quantitative Economics, Mathematics, Finance
Mount Saint Mary Academy 2002 — 2006
UBS Investment Bank April 2013 - Present
UBS Investment Bank August 2011 - April 2013
UBS Investment Bank July 2010 - August 2011
Providence College October 2007 - May 2010
Morgan Stanley Smith Barney June 2009 - August 2009
Rhode Island General Assembly January 2009 - May 2009
Metuchen Golf & Country Club May 2005 - May 2009
Education
Providence College 2006 — 2010
BA, Quantitative Economics, Mathematics, Finance
Mount Saint Mary Academy 2002 — 2006
Terrance Casey's Morgan Stanley Smith Barney Experience 2010 - 2011
Job JIT Logisitics for Subaru at Ventrue Logisitics
Industry Investment Management
Experience
Ventrue Logisitics September 2012 - Present
Professional Alliance Group January 2011 - September 2012
Morgan Stanley Smith Barney 2010 - 2011
Hoosier Wings Development LLC 2008 - 2010
American Express 2006 - 2009
Alliance Data 2002 - 2005
American Express 1992 - 2002
AG Communication Systems 1990 - 1992
City Securities Corporation 1982 - 1988
The Hartford 1980 - 1982
Skills
Credit Cards, Portfolio Management, Risk Management, Risk, Financial Analysis, Operational Risk..., Executive Management, Credit Risk, Business Strategy, Process Improvement, Strategic Planning, Business Process..., Change Management, Customer Relations, Financial Risk
Education
Purdue University 1988 — 1990
Statistics
Tulane University 1976 — 1980
BA, Economics
Ventrue Logisitics September 2012 - Present
Professional Alliance Group January 2011 - September 2012
Morgan Stanley Smith Barney 2010 - 2011
Hoosier Wings Development LLC 2008 - 2010
American Express 2006 - 2009
Alliance Data 2002 - 2005
American Express 1992 - 2002
AG Communication Systems 1990 - 1992
City Securities Corporation 1982 - 1988
The Hartford 1980 - 1982
Skills
Credit Cards, Portfolio Management, Risk Management, Risk, Financial Analysis, Operational Risk..., Executive Management, Credit Risk, Business Strategy, Process Improvement, Strategic Planning, Business Process..., Change Management, Customer Relations, Financial Risk
Education
Purdue University 1988 — 1990
Statistics
Tulane University 1976 — 1980
BA, Economics
Michael Tynan, CFP®'s Morgan Stanley Smith Barney Experience September 2007 - October 2010
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF June 2015 - Present
Fidelity Investments May 2012 - June 2015
Fidelity Investments October 2010 - May 2012
Morgan Stanley Smith Barney September 2007 - October 2010
Skills
Series 7, Licensed Life & Health..., Series 63, Microsoft Excel, Microsoft Word, PowerPoint, Investments, Finance, Wealth Management, Retirement, Financial Services, Securities, Retirement Planning, Insurance, Equities, Asset Allocation, Mutual Funds, Fixed Annuities, Fixed Income, Sales, Financial Analysis, Financial Planning, Portfolio Management, Strategic Planning, Asset Management, Investment Strategies, Microsoft Office
Education
Quinnipiac University 1999 — 2003
Bachelor of Arts (B.A.), Communications
TIAA-CREF June 2015 - Present
Fidelity Investments May 2012 - June 2015
Fidelity Investments October 2010 - May 2012
Morgan Stanley Smith Barney September 2007 - October 2010
Skills
Series 7, Licensed Life & Health..., Series 63, Microsoft Excel, Microsoft Word, PowerPoint, Investments, Finance, Wealth Management, Retirement, Financial Services, Securities, Retirement Planning, Insurance, Equities, Asset Allocation, Mutual Funds, Fixed Annuities, Fixed Income, Sales, Financial Analysis, Financial Planning, Portfolio Management, Strategic Planning, Asset Management, Investment Strategies, Microsoft Office
Education
Quinnipiac University 1999 — 2003
Bachelor of Arts (B.A.), Communications
Stephen Bearce's Morgan Stanley Smith Barney Experience 1991 - 2007
Job First Vice President at McLaughlin Ryder Investments
Industry Financial Services
Experience
McLaughlin Ryder Investments June 2007 - Present
Morgan Stanley Smith Barney 1991 - 2007
Education
Providence College 1987 — 1991
Business Administration, Finance
LHS 1985 — 1987
McLaughlin Ryder Investments June 2007 - Present
Morgan Stanley Smith Barney 1991 - 2007
Education
Providence College 1987 — 1991
Business Administration, Finance
LHS 1985 — 1987
Kristen Derosier's Morgan Stanley Smith Barney Experience January 2010 - April 2011
Job Finance and Operations Manager
Industry Financial Services
Experience
Charles Schwab May 2011 - Present
Morgan Stanley Smith Barney January 2010 - April 2011
Morgan Stanley July 2007 - January 2010
Smith Barney March 2006 - July 2007
Smith Barney July 2004 - March 2006
Charles Schwab January 1998 - August 2002
Skills
Strategic Financial..., Project Management, Management, Financial Modeling, Financial Analysis, Risk Management, Banking, Finance, Marketing, Business Analysis, Cross-functional Team..., Recruiting, Strategy, Business Strategy, Forecasting, Process Improvement, Business Development, Vendor Management
Education
Purdue University 1993 — 1997
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Charles Schwab May 2011 - Present
Morgan Stanley Smith Barney January 2010 - April 2011
Morgan Stanley July 2007 - January 2010
Smith Barney March 2006 - July 2007
Smith Barney July 2004 - March 2006
Charles Schwab January 1998 - August 2002
Skills
Strategic Financial..., Project Management, Management, Financial Modeling, Financial Analysis, Risk Management, Banking, Finance, Marketing, Business Analysis, Cross-functional Team..., Recruiting, Strategy, Business Strategy, Forecasting, Process Improvement, Business Development, Vendor Management
Education
Purdue University 1993 — 1997
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
Charles Glick's Morgan Stanley Smith Barney Experience April 2010 - May 2014
Job Financial Consultant at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors June 2014 - Present
Morgan Stanley Smith Barney April 2010 - May 2014
Skills
Social Media, Microsoft Excel, Microsoft Office, Strategic Planning, Social Networking, Financial Analysis, Financial Modeling
Education
Purdue University 2005 — 2009
Finance, Financial Planning and Services
Purdue University 2005 — 2009
Bachelor of Applied Science (BASc), Financial Planning and Services
Wells Fargo Advisors June 2014 - Present
Morgan Stanley Smith Barney April 2010 - May 2014
Skills
Social Media, Microsoft Excel, Microsoft Office, Strategic Planning, Social Networking, Financial Analysis, Financial Modeling
Education
Purdue University 2005 — 2009
Finance, Financial Planning and Services
Purdue University 2005 — 2009
Bachelor of Applied Science (BASc), Financial Planning and Services
Brian Fleming's Morgan Stanley Smith Barney Experience May 2005 - March 2009
Job First Vice PresidentInvestments at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott March 2009 - Present
Morgan Stanley Smith Barney May 2005 - March 2009
Legg Mason November 1986 - April 2005
Skills
Retirement Planning, Wealth Management, Financial Planning, Estate Planning, Portfolio Management, Mutual Funds, Securities, Strategic Financial..., Finance, Retirement, Series 63, Investment Advisory, Asset Allocation, Alternative Investments, Series 7, Financial Services, Asset Management, Investments
Education
Providence College 1976 — 1980
Bachelor of Science (BS), Business Administration and Management, General
belmont high school
Janney Montgomery Scott March 2009 - Present
Morgan Stanley Smith Barney May 2005 - March 2009
Legg Mason November 1986 - April 2005
Skills
Retirement Planning, Wealth Management, Financial Planning, Estate Planning, Portfolio Management, Mutual Funds, Securities, Strategic Financial..., Finance, Retirement, Series 63, Investment Advisory, Asset Allocation, Alternative Investments, Series 7, Financial Services, Asset Management, Investments
Education
Providence College 1976 — 1980
Bachelor of Science (BS), Business Administration and Management, General
belmont high school
Erin Lanni's Morgan Stanley Smith Barney Experience December 2010 - May 2012
Job Operations at Glenview Capital
Industry Financial Services
Experience
Glenview Capital June 2013 - Present
HedgeMark International LLC May 2012 - June 2013
Morgan Stanley Smith Barney December 2010 - May 2012
Lansingburgh High School September 2009 - December 2010
Skills
PowerPoint, Bloomberg, Microsoft Excel, Investments, Hedge Funds
Education
University at Albany, SUNY 2009 — 2010
MS, Literacy Education
Providence College 2005 — 2009
BA, Social Studies, Education
Glenview Capital June 2013 - Present
HedgeMark International LLC May 2012 - June 2013
Morgan Stanley Smith Barney December 2010 - May 2012
Lansingburgh High School September 2009 - December 2010
Skills
PowerPoint, Bloomberg, Microsoft Excel, Investments, Hedge Funds
Education
University at Albany, SUNY 2009 — 2010
MS, Literacy Education
Providence College 2005 — 2009
BA, Social Studies, Education
Peter Riskind's Morgan Stanley Smith Barney Experience April 2010 - Present
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2010 - Present
Education
Quinlan School of Business, Loyola University Chicago 1997 — 1999
MBA, International Business, Marketing
Syracuse University 1986 — 1990
BA, International Relations
Morgan Stanley Smith Barney April 2010 - Present
Education
Quinlan School of Business, Loyola University Chicago 1997 — 1999
MBA, International Business, Marketing
Syracuse University 1986 — 1990
BA, International Relations
Diana Cramer's Morgan Stanley Smith Barney Experience 2005 - 2011
Job Self employed
Industry Financial Services
Experience
UBS December 2011 - May 2014
Morgan Stanley Smith Barney 2005 - 2011
Skills
SEC Series 9/10, Series 7, Series 66, Investments, Strategic Financial..., Microsoft Excel, Financial Analysis, Credit, Process Improvement, Strategic Planning, Analysis, Competitive Analysis, Business Process..., Financial Planning
Education
Regis University
MBA, International Business
UBS December 2011 - May 2014
Morgan Stanley Smith Barney 2005 - 2011
Skills
SEC Series 9/10, Series 7, Series 66, Investments, Strategic Financial..., Microsoft Excel, Financial Analysis, Credit, Process Improvement, Strategic Planning, Analysis, Competitive Analysis, Business Process..., Financial Planning
Education
Regis University
MBA, International Business
Michael Mariano's Morgan Stanley Smith Barney Experience Head of Foreign Exchange & Derivative SalesMorgan StanleyFebruary 2006 - Present
Job Head of Foreign Exchange & Derivative Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney Head of Foreign Exchange & Derivative SalesMorgan StanleyFebruary 2006 - Present
Education
Princeton University 1988 — 1992
Politics
Morgan Stanley Smith Barney Head of Foreign Exchange & Derivative SalesMorgan StanleyFebruary 2006 - Present
Education
Princeton University 1988 — 1992
Politics
Josh Weisbrot's Morgan Stanley Smith Barney Experience 1988 - Present
Job First Vice President ; Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1988 - Present
E.F.Hutton 1986 - 1988
Education
Queens College
Bachelor of Arts (B.A.)
Morgan Stanley Smith Barney 1988 - Present
E.F.Hutton 1986 - 1988
Education
Queens College
Bachelor of Arts (B.A.)
Jorge Alfonso's Morgan Stanley Smith Barney Experience June 2009 - May 2010
Job Category Manager at Wakefern Food Corp.
Industry Consumer Goods
Experience
Wakefern Food Corp. September 2014 - Present
Wakefern Food Corp. August 2013 - Present
Wakefern Food Corp. July 2012 - Present
Wakefern Food Corp March 2011 - April 2012
Spartan Capital Securities May 2010 - September 2010
Morgan Stanley Smith Barney June 2009 - May 2010
Skills
Finance, Microsoft Excel, Series 7, Financial Analysis, Forecasting, Financial Modeling, Procurement, Merchandising, Demand Forecasting, Logistics, Advertising, Retail Buying, Negotiation, Leadership, Customer Service, Management, Marketing, Microsoft Office, Microsoft Word, PowerPoint, Sales
Education
Ramapo College of New Jersey 2006 — 2010
BS- Business Administration, Finance
Wakefern Food Corp. September 2014 - Present
Wakefern Food Corp. August 2013 - Present
Wakefern Food Corp. July 2012 - Present
Wakefern Food Corp March 2011 - April 2012
Spartan Capital Securities May 2010 - September 2010
Morgan Stanley Smith Barney June 2009 - May 2010
Skills
Finance, Microsoft Excel, Series 7, Financial Analysis, Forecasting, Financial Modeling, Procurement, Merchandising, Demand Forecasting, Logistics, Advertising, Retail Buying, Negotiation, Leadership, Customer Service, Management, Marketing, Microsoft Office, Microsoft Word, PowerPoint, Sales
Education
Ramapo College of New Jersey 2006 — 2010
BS- Business Administration, Finance
Tony Cambria's Morgan Stanley Smith Barney Experience June 2000 - July 2003
Job Manager and Quickbooks Expert at The Haggerty Group
Industry Accounting
Experience
The Haggerty Group February 2006 - Present
Morgan Stanley Smith Barney June 2000 - July 2003
Merrill Lynch August 1999 - June 2000
Education
Emerson
Ramapo College of New Jersey
The Haggerty Group February 2006 - Present
Morgan Stanley Smith Barney June 2000 - July 2003
Merrill Lynch August 1999 - June 2000
Education
Emerson
Ramapo College of New Jersey
Peter Morello's Morgan Stanley Smith Barney Experience October 1995 - Present
Job Distillate Trader at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 1995 - Present
Phibro USA September 1989 - September 1995
NatWest June 1988 - September 1989
Skills
Commodity, Credit Analysis, Energy
Education
Providence College 1984 — 1988
Bachelor's degree, Finance, General
Chaminade High School 1980 — 1984
Morgan Stanley Smith Barney October 1995 - Present
Phibro USA September 1989 - September 1995
NatWest June 1988 - September 1989
Skills
Commodity, Credit Analysis, Energy
Education
Providence College 1984 — 1988
Bachelor's degree, Finance, General
Chaminade High School 1980 — 1984
Brian Saas's Morgan Stanley Smith Barney Experience 2006 - 2010
Job Vice President Investments at First Financial Equity Corporation
Industry Financial Services
Experience
First Financial Equity Corporation March 2010 - Present
Morgan Stanley Smith Barney 2006 - 2010
Ametek Specialty Metals 1974 - 2006
United Nuclear Corporation June 1966 - January 1974
United States Army August 1969 - February 1972
Education
Quinnipiac University - School of Business 1980 — 1986
B. S. Fin'l Mgmt., Financial Management
First Financial Equity Corporation March 2010 - Present
Morgan Stanley Smith Barney 2006 - 2010
Ametek Specialty Metals 1974 - 2006
United Nuclear Corporation June 1966 - January 1974
United States Army August 1969 - February 1972
Education
Quinnipiac University - School of Business 1980 — 1986
B. S. Fin'l Mgmt., Financial Management
Chase Parker's Morgan Stanley Smith Barney Experience 1999 - 2003
Job It's all about the hidden gem in the rough.
Industry Investment Banking
Experience
Pecuniam Holdings July 2010 - Present
Parker Jeffries Smith Acquisitions 2006 - October 2012
Citigroup 2003 - 2009
Morgan Stanley Smith Barney 1999 - 2003
Education
Princeton University 1997 — 1999
Business
Stanford University 1993 — 1997
Business, Finance
Pecuniam Holdings July 2010 - Present
Parker Jeffries Smith Acquisitions 2006 - October 2012
Citigroup 2003 - 2009
Morgan Stanley Smith Barney 1999 - 2003
Education
Princeton University 1997 — 1999
Business
Stanford University 1993 — 1997
Business, Finance
Erin Oxley's Morgan Stanley Smith Barney Experience June 2008 - September 2008
Job Graduate of Providence College
Industry Financial Services
Experience
Signet-IAG October 2010 - May 2011
HBO June 2010 - September 2010
Cutolo Law Firm May 2009 - January 2010
Morgan Stanley Smith Barney June 2008 - September 2008
Education
Providence College 2007 — 2011
Bachelor of Science, Finance
Peddie
Signet-IAG October 2010 - May 2011
HBO June 2010 - September 2010
Cutolo Law Firm May 2009 - January 2010
Morgan Stanley Smith Barney June 2008 - September 2008
Education
Providence College 2007 — 2011
Bachelor of Science, Finance
Peddie
Charles Sauer, CFP®'s Morgan Stanley Smith Barney Experience March 2008 - May 2011
Job Vice President, Regional Sales Director at Capital Wealth Planning Investment Advisors, LLC
Industry Information Technology and Services
Experience
Capital Wealth Planning Investment Advisors, LLC June 2015 - Present
CB Capital Investment Group July 2013 - June 2015
Fifth Third Securities January 2012 - April 2013
Gartner May 2011 - January 2012
Morgan Stanley Smith Barney March 2008 - May 2011
AXA Advisors 2006 - 2008
Skills
Strategic Financial..., Estate Planning, Life Insurance, Retirement Planning, Retirement Plan..., Portfolio Management, Investment Advisory, Alternative Investments, Solution Selling, Financial Planning, Account Management, Salesforce.com, Direct Sales, Retirement, Sales Process, Finance
Education
Purdue University
Trinity High School
Capital Wealth Planning Investment Advisors, LLC June 2015 - Present
CB Capital Investment Group July 2013 - June 2015
Fifth Third Securities January 2012 - April 2013
Gartner May 2011 - January 2012
Morgan Stanley Smith Barney March 2008 - May 2011
AXA Advisors 2006 - 2008
Skills
Strategic Financial..., Estate Planning, Life Insurance, Retirement Planning, Retirement Plan..., Portfolio Management, Investment Advisory, Alternative Investments, Solution Selling, Financial Planning, Account Management, Salesforce.com, Direct Sales, Retirement, Sales Process, Finance
Education
Purdue University
Trinity High School
Vincent Macri's Morgan Stanley Smith Barney Experience March 2000 - October 2010
Job Senior Programmer at DTCC
Industry Financial Services
Experience
DTCC November 2010 - Present
Morgan Stanley Smith Barney March 2000 - October 2010
PwC July 1999 - March 2000
Sony Electronics June 1998 - June 1999
Buck Consultants 1995 - 1998
Bankers Trust Company 1984 - 1995
Skills
Visio, SDLC, Business Analysis, Vendor Management, Business Process, Trading Systems, Fixed Income, Leadership, DB2, COBOL, Financial Services, User Acceptance Testing, Requirements Gathering, Business Requirements, Systems Analysis, Software Project..., PMO, Requirements Analysis, IT Strategy
Education
Chubb Institute 1993 — 1995
Programming Certificate, Mainframe
Ramapo College of New Jersey 1980 — 1984
BS, Business, Marketing, Human Resources
DTCC November 2010 - Present
Morgan Stanley Smith Barney March 2000 - October 2010
PwC July 1999 - March 2000
Sony Electronics June 1998 - June 1999
Buck Consultants 1995 - 1998
Bankers Trust Company 1984 - 1995
Skills
Visio, SDLC, Business Analysis, Vendor Management, Business Process, Trading Systems, Fixed Income, Leadership, DB2, COBOL, Financial Services, User Acceptance Testing, Requirements Gathering, Business Requirements, Systems Analysis, Software Project..., PMO, Requirements Analysis, IT Strategy
Education
Chubb Institute 1993 — 1995
Programming Certificate, Mainframe
Ramapo College of New Jersey 1980 — 1984
BS, Business, Marketing, Human Resources
Vibin Joseph Chowallur, CRPC®, CRPS®'s Morgan Stanley Smith Barney Experience April 2010 - December 2013
Job Vice President, Manager of the Financial Planning Consulting Team and the Planning Help Desk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley Smith Barney April 2010 - December 2013
Merrill Lynch August 2008 - March 2010
Merrill Lynch April 2007 - July 2008
Merrill Lynch October 2005 - April 2007
Merrill Lynch April 2002 - September 2005
Skills
Series 7, Wealth Management, Retirement Planning, Series 66, Financial Planning, Retirement, 401k, IRA's, Insurance, NaviPlan, Chartered Retirement..., Chartered Retirement..., MoneyGuidePro, Strategic Financial..., Financial Advisory, Fixed Income, Financial Analysis, Mutual Funds, Investments, Asset Allocation, Wealth Management..., Finance, Wealth, IRAs
Education
Rensselaer Polytechnic Institute 1996 — 2000
Bachelor of Science, Biomedical Engineering
Morgan Stanley January 2014 - Present
Morgan Stanley Smith Barney April 2010 - December 2013
Merrill Lynch August 2008 - March 2010
Merrill Lynch April 2007 - July 2008
Merrill Lynch October 2005 - April 2007
Merrill Lynch April 2002 - September 2005
Skills
Series 7, Wealth Management, Retirement Planning, Series 66, Financial Planning, Retirement, 401k, IRA's, Insurance, NaviPlan, Chartered Retirement..., Chartered Retirement..., MoneyGuidePro, Strategic Financial..., Financial Advisory, Fixed Income, Financial Analysis, Mutual Funds, Investments, Asset Allocation, Wealth Management..., Finance, Wealth, IRAs
Education
Rensselaer Polytechnic Institute 1996 — 2000
Bachelor of Science, Biomedical Engineering
Joyce Pandak Barrett's Morgan Stanley Smith Barney Experience March 2000 - August 2007
Job Accounts Payable Manager / Payroll Manager / Accountant at Cricket Media
Industry Publishing
Experience
Carus Publishing, Cricket Magazine Group, Cobblestone Publishing July 2009 - Present
RBC Dain Rauscher September 2007 - February 2008
Morgan Stanley Smith Barney March 2000 - August 2007
Skills
Microsoft Office, Accounting, General Ledger, Financial Analysis, Process Improvement, Microsoft Excel, Time Management, Financial Reporting, Forecasting, Payroll, Employee Benefits, Budgets, Cash Flow, Accounts Payable, Auditing, Customer Service
Education
Purdue University 1975 — 1980
BA, Education and Public Relations
Gavit
Carus Publishing, Cricket Magazine Group, Cobblestone Publishing July 2009 - Present
RBC Dain Rauscher September 2007 - February 2008
Morgan Stanley Smith Barney March 2000 - August 2007
Skills
Microsoft Office, Accounting, General Ledger, Financial Analysis, Process Improvement, Microsoft Excel, Time Management, Financial Reporting, Forecasting, Payroll, Employee Benefits, Budgets, Cash Flow, Accounts Payable, Auditing, Customer Service
Education
Purdue University 1975 — 1980
BA, Education and Public Relations
Gavit
Patricia Craddock Charron's Morgan Stanley Smith Barney Experience May 1996 - Present
Job Business Professional at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 1996 - Present
Education
Providence College 1993 — 1995
MBA, Concentration in Finance
Providence College 1990 — 1993
BS, Accounting
Morgan Stanley Smith Barney May 1996 - Present
Education
Providence College 1993 — 1995
MBA, Concentration in Finance
Providence College 1990 — 1993
BS, Accounting
Justin Diller's Morgan Stanley Smith Barney Experience January 2009 - May 2009
Job Assistant Controller at ZenoRadio
Industry Financial Services
Experience
ZenoRadio May 2013 - Present
Morgan Stanley Smith Barney January 2009 - May 2009
Tail of the Lion June 2008 - August 2008
Asta Funding, Inc. June 2006 - August 2006
Skills
Investments, Data Analysis, Management, Analysis, Microsoft Excel, Marketing, Accounting, Finance, Financial Analysis, Asset Management, Valuation, Financial Reporting, Corporate Finance, Equities, Financial Modeling
Education
Queens College 2007 — 2010
BBA, Finance
Yeshiva University 2007 — 2007
Finance, General
ZenoRadio May 2013 - Present
Morgan Stanley Smith Barney January 2009 - May 2009
Tail of the Lion June 2008 - August 2008
Asta Funding, Inc. June 2006 - August 2006
Skills
Investments, Data Analysis, Management, Analysis, Microsoft Excel, Marketing, Accounting, Finance, Financial Analysis, Asset Management, Valuation, Financial Reporting, Corporate Finance, Equities, Financial Modeling
Education
Queens College 2007 — 2010
BBA, Finance
Yeshiva University 2007 — 2007
Finance, General
Kirstin Mobyed's Morgan Stanley Smith Barney Experience April 2001 - Present
Job Portfolio Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2001 - Present
Citigroup Asset Managment October 1992 - April 1999
Skills
Portfolio Management, Investments, Asset Allocation, Wealth Management, Alternative Investments, Asset Management, Mutual Funds, Fixed Income, Equities, Series 7, Series 63
Education
Providence College 1987 — 1991
Morgan Stanley Smith Barney April 2001 - Present
Citigroup Asset Managment October 1992 - April 1999
Skills
Portfolio Management, Investments, Asset Allocation, Wealth Management, Alternative Investments, Asset Management, Mutual Funds, Fixed Income, Equities, Series 7, Series 63
Education
Providence College 1987 — 1991
Alexander Peach's Morgan Stanley Smith Barney Experience August 2011 - August 2012
Job Office Services Associate at Colliers International
Industry Real Estate
Experience
Colliers-International February 2015 - Present
Bank of Hawaii October 2013 - January 2015
Bank of Hawaii August 2012 - October 2013
Morgan Stanley Smith Barney August 2011 - August 2012
Skills
Banking
Education
University of Hawaii at Manoa 2007 — 2011
Bachelor's degree, Finance, General
Punahou School 2004 — 2007
Colliers-International February 2015 - Present
Bank of Hawaii October 2013 - January 2015
Bank of Hawaii August 2012 - October 2013
Morgan Stanley Smith Barney August 2011 - August 2012
Skills
Banking
Education
University of Hawaii at Manoa 2007 — 2011
Bachelor's degree, Finance, General
Punahou School 2004 — 2007
Tricia Pickett's Morgan Stanley Smith Barney Experience June 1998 - January 2011
Job Sr. Registered Associate Morgan Stanley
Industry Financial Services
Experience
UBS Financial Services January 2011 - March 2014
Morgan Stanley Smith Barney June 1998 - January 2011
Education
Portland State University 1992 — 1997
Bachelor of Arts (BA), Speech Communication
UBS Financial Services January 2011 - March 2014
Morgan Stanley Smith Barney June 1998 - January 2011
Education
Portland State University 1992 — 1997
Bachelor of Arts (BA), Speech Communication
Christie Trotta - Flynn's Morgan Stanley Smith Barney Experience May 2010 - 2015
Job Risk Vice President Trade Supervision at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2010 - 2015
Morgan Stanley Smith Barney 2009 - 2010
Morgan Stanley 1998 - 2009
Morgan Stanley Dean Witter 1996 - 1998
Dean Witter 1995 - 1996
Skills
Series 7 and 63, Bloomberg, Bonds, Capital Markets, Analysis, Credit, Financial Risk, FINRA, Equities, Leadership, Investment Banking, Fixed Income, Risk Management, Securities, Series 63, Series 7, Structured Products, Trading, Management, Marketing, Process Improvement, Sales
Education
Queens College 1990 — 1994
Bachelor of Arts (B.A.), Philosophy (minor in Psychology)
St. Agnes Academic High School
Morgan Stanley Smith Barney May 2010 - 2015
Morgan Stanley Smith Barney 2009 - 2010
Morgan Stanley 1998 - 2009
Morgan Stanley Dean Witter 1996 - 1998
Dean Witter 1995 - 1996
Skills
Series 7 and 63, Bloomberg, Bonds, Capital Markets, Analysis, Credit, Financial Risk, FINRA, Equities, Leadership, Investment Banking, Fixed Income, Risk Management, Securities, Series 63, Series 7, Structured Products, Trading, Management, Marketing, Process Improvement, Sales
Education
Queens College 1990 — 1994
Bachelor of Arts (B.A.), Philosophy (minor in Psychology)
St. Agnes Academic High School
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.