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
Jason H. Katz Jason H. Katz's Morgan Stanley Smith Barney Experience January 2010 - May 2010
Job Financial Solutions Advisor at Merrill Edge
Industry Banking
Experience
Merrill Edge December 2012 - Present
Merrill Edge February 2011 - December 2012
Randstad (Bank of America Merrill Lynch) September 2010 - February 2011
Morgan Stanley Smith Barney January 2010 - May 2010
Church & Dwight Co., Inc May 2008 - August 2008
Skills
Finance, Financial Services, Mutual Funds, Securities
Education
Towson University 2006 — 2010
Business Administration, Finance
Rider University
Master of Business Administration (MBA)
Towson University
Merrill Edge December 2012 - Present
Merrill Edge February 2011 - December 2012
Randstad (Bank of America Merrill Lynch) September 2010 - February 2011
Morgan Stanley Smith Barney January 2010 - May 2010
Church & Dwight Co., Inc May 2008 - August 2008
Skills
Finance, Financial Services, Mutual Funds, Securities
Education
Towson University 2006 — 2010
Business Administration, Finance
Rider University
Master of Business Administration (MBA)
Towson University
Jared Poe Jared Poe's Morgan Stanley Smith Barney Experience July 2007 - February 2010
Job Finance Manager
Industry Consumer Goods
Experience
Stillhouse 2015 - 2015
Stillhouse 2015 - 2015
Veev Spirits, LLC September 2012 - November 2014
Donn Mason March 2010 - August 2012
Morgan Stanley Smith Barney July 2007 - February 2010
A.G. Edwards & Sons, Inc. September 2004 - July 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Financial Planners, Accounting, Payroll, QuickBooks, Managerial Finance, Finance, Strategic Financial..., Financial Analysis, Budgets, Investments, 401k, Equities, Asset Allocation, Asset Managment, Forecasting, Corporate Finance, Management, Financial Modeling, Access, Business Development, Asset Management, Financial Reporting, Financial Planning
Education
University of Southern California - Marshall School of Business 2015 — 2018
Master of Business Administration (M.B.A.), Consumer Goods, Venture Capital, Private Equity
Rider University 2000 — 2004
B.A., Finance
Stillhouse 2015 - 2015
Stillhouse 2015 - 2015
Veev Spirits, LLC September 2012 - November 2014
Donn Mason March 2010 - August 2012
Morgan Stanley Smith Barney July 2007 - February 2010
A.G. Edwards & Sons, Inc. September 2004 - July 2007
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Financial Planners, Accounting, Payroll, QuickBooks, Managerial Finance, Finance, Strategic Financial..., Financial Analysis, Budgets, Investments, 401k, Equities, Asset Allocation, Asset Managment, Forecasting, Corporate Finance, Management, Financial Modeling, Access, Business Development, Asset Management, Financial Reporting, Financial Planning
Education
University of Southern California - Marshall School of Business 2015 — 2018
Master of Business Administration (M.B.A.), Consumer Goods, Venture Capital, Private Equity
Rider University 2000 — 2004
B.A., Finance
Gar Weatherhead Gar Weatherhead's Morgan Stanley Smith Barney Experience June 2006 - January 2008
Job Senior Financial Analyst at US Department of Energy
Industry International Trade and Development
Experience
US Department of Energy 2013 - Present
Overseas Private Investment Corporation 2012 - 2013
Morgan Stanley Smith Barney June 2006 - January 2008
Sunbelt Asia July 2003 - May 2006
Thomson Reuters October 2002 - May 2003
Asian Development Bank January 1991 - January 2000
Skills
Business Development,..., Real Estate Investment..., Portfolio Management, Fixed Income, Equities, Capital Markets, Asset Management, Project Finance, Banking, Investments, Strategic Financial..., Trading, Analysis, Financial Services, Securities, Finance, Strategic Planning, Financial Analysis, Management
Education
The George Washington University - School of Business
Master of Business Administration (MBA), International Business
Rollins College
Bachelor of Arts (B.A.), Economics and Philosophy
US Department of Energy 2013 - Present
Overseas Private Investment Corporation 2012 - 2013
Morgan Stanley Smith Barney June 2006 - January 2008
Sunbelt Asia July 2003 - May 2006
Thomson Reuters October 2002 - May 2003
Asian Development Bank January 1991 - January 2000
Skills
Business Development,..., Real Estate Investment..., Portfolio Management, Fixed Income, Equities, Capital Markets, Asset Management, Project Finance, Banking, Investments, Strategic Financial..., Trading, Analysis, Financial Services, Securities, Finance, Strategic Planning, Financial Analysis, Management
Education
The George Washington University - School of Business
Master of Business Administration (MBA), International Business
Rollins College
Bachelor of Arts (B.A.), Economics and Philosophy
Parker Roy's Morgan Stanley Smith Barney Experience January 2005 - May 2010
Job Senior Managing Director at Cushing Asset Management
Industry Financial Services
Experience
Swank Capital, LLC / Cushing Asset Management, LP June 2010 - Present
Morgan Stanley Smith Barney January 2005 - May 2010
Smith Barney May 1995 - May 2005
Skills
Asset Management, Business Development, Sales Training and..., Marketing, Mutual Funds, Closed End Funds, Hedge Funds, Separately Managed..., Alternative Investments, Investment Advisory, Securities, Equities, Fixed Income, FINRA, Series 24, Series 7
Education
Tulane University - A.B. Freeman School of Business 2000 — 2002
MBA, Business
Rollins College 1982 — 1986
BA, Economics
Swank Capital, LLC / Cushing Asset Management, LP June 2010 - Present
Morgan Stanley Smith Barney January 2005 - May 2010
Smith Barney May 1995 - May 2005
Skills
Asset Management, Business Development, Sales Training and..., Marketing, Mutual Funds, Closed End Funds, Hedge Funds, Separately Managed..., Alternative Investments, Investment Advisory, Securities, Equities, Fixed Income, FINRA, Series 24, Series 7
Education
Tulane University - A.B. Freeman School of Business 2000 — 2002
MBA, Business
Rollins College 1982 — 1986
BA, Economics
Jeff Bernknopf's Morgan Stanley Smith Barney Experience March 2004 - Present
Job Vice President at Morgan Stanley Product Manager for Merchant Banking,Real Estate,Alt Investments & Global Liquidity
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2004 - Present
MFG Systems March 2001 - September 2003
Skills
Alternative Investments, Investments, Asset Management, Financial Analysis, Technical Training, Software Project..., Product Management, Quality Assurance, Business Analysis, Agile Methodologies
Education
Rutgers, The State University of New Jersey-New Brunswick 1972 — 1978
Bachelor of Arts (BA), Biochemistry and Molecular Biology
Morgan Stanley Smith Barney March 2004 - Present
MFG Systems March 2001 - September 2003
Skills
Alternative Investments, Investments, Asset Management, Financial Analysis, Technical Training, Software Project..., Product Management, Quality Assurance, Business Analysis, Agile Methodologies
Education
Rutgers, The State University of New Jersey-New Brunswick 1972 — 1978
Bachelor of Arts (BA), Biochemistry and Molecular Biology
Kaci Twist Kaci Twist's Morgan Stanley Smith Barney Experience May 2011 - August 2012
Job Private Wealth Management at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group February 2015 - Present
The Rohatyn Group August 2014 - February 2015
Morgan Stanley Wealth Management August 2012 - August 2014
Morgan Stanley Smith Barney May 2011 - August 2012
Morgan Stanley Smith Barney February 2010 - May 2011
Citigroup Smith Barney June 2007 - February 2010
Citigroup Smith Barney July 2005 - June 2007
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Investor Relations, Private Equity, Wealth Management
Education
Rowan University
Bachelor of Science (B.S.), Finance, General
The Blackstone Group February 2015 - Present
The Rohatyn Group August 2014 - February 2015
Morgan Stanley Wealth Management August 2012 - August 2014
Morgan Stanley Smith Barney May 2011 - August 2012
Morgan Stanley Smith Barney February 2010 - May 2011
Citigroup Smith Barney June 2007 - February 2010
Citigroup Smith Barney July 2005 - June 2007
Skills
Alternative Investments, Asset Management, Hedge Funds, Investments, Investor Relations, Private Equity, Wealth Management
Education
Rowan University
Bachelor of Science (B.S.), Finance, General
Craig Watkins C(k)P®'s Morgan Stanley Smith Barney Experience April 2011 - May 2012
Job Registered Rep Retirement Plan Administrator at Conover Capital Management
Industry Financial Services
Experience
Conover Capital Management March 2013 - Present
Albers & Company May 2012 - March 2013
Morgan Stanley Smith Barney April 2011 - May 2012
e-Moto Electric Vehicles March 2010 - April 2011
RepairPal June 2008 - August 2008
Classic Toyota/Honda June 2006 - September 2006
Ron Tonkin Gresham Honda June 2005 - September 2005
Skills
401k, Defined Contribution, Defined Benefit, 401k Rollovers, IRAs, 401k Plan Design, Investment Policy..., FINRA Series 7, FINRA Series 66, Mutual Fund Analysis, Model Portfolios, Zephyr, Zephyr Style Advisor, Morningstar workstation, RPAG, Non-Qualified Deferred...
Education
UCLA Anderson School of Management 2014 — 2014
Executive Education, C(k)P®
Rutgers University – Camden 2010 — 2010
CE, Finance
Wirtschaftsuniversität Wien 2008 — 2009
Bachelors, International Business
Oregon State University 2004 — 2009
Business Administration, Finance and International Business
Conover Capital Management March 2013 - Present
Albers & Company May 2012 - March 2013
Morgan Stanley Smith Barney April 2011 - May 2012
e-Moto Electric Vehicles March 2010 - April 2011
RepairPal June 2008 - August 2008
Classic Toyota/Honda June 2006 - September 2006
Ron Tonkin Gresham Honda June 2005 - September 2005
Skills
401k, Defined Contribution, Defined Benefit, 401k Rollovers, IRAs, 401k Plan Design, Investment Policy..., FINRA Series 7, FINRA Series 66, Mutual Fund Analysis, Model Portfolios, Zephyr, Zephyr Style Advisor, Morningstar workstation, RPAG, Non-Qualified Deferred...
Education
UCLA Anderson School of Management 2014 — 2014
Executive Education, C(k)P®
Rutgers University – Camden 2010 — 2010
CE, Finance
Wirtschaftsuniversität Wien 2008 — 2009
Bachelors, International Business
Oregon State University 2004 — 2009
Business Administration, Finance and International Business
Vincent Scotti Vincent Scotti's Morgan Stanley Smith Barney Experience June 2010 - September 2010
Job Senior Accountant at Tata Global Beverages
Industry Accounting
Experience
Tata Global Beverages November 2014 - Present
Prestige Brands, Inc. August 2013 - October 2014
ZEISS Group August 2011 - August 2013
Philadelphia Union September 2010 - March 2011
Morgan Stanley Smith Barney June 2010 - September 2010
Skills
SAP, Quickbooks, Excel, Microsoft Office, PowerPoint, Accounting, Microsoft Word, Access, Financial Statements, QuickBooks, Microsoft Excel, Account Reconciliation, General Ledger, Journal Entries, Variance Analysis, Internal Controls, Sarbanes-Oxley Act
Education
Rowan University 2007 — 2011
Bachelor of Science, Accounting5/11
Tata Global Beverages November 2014 - Present
Prestige Brands, Inc. August 2013 - October 2014
ZEISS Group August 2011 - August 2013
Philadelphia Union September 2010 - March 2011
Morgan Stanley Smith Barney June 2010 - September 2010
Skills
SAP, Quickbooks, Excel, Microsoft Office, PowerPoint, Accounting, Microsoft Word, Access, Financial Statements, QuickBooks, Microsoft Excel, Account Reconciliation, General Ledger, Journal Entries, Variance Analysis, Internal Controls, Sarbanes-Oxley Act
Education
Rowan University 2007 — 2011
Bachelor of Science, Accounting5/11
John Fessler John Fessler's Morgan Stanley Smith Barney Experience June 2010 - October 2010
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Banking
Experience
Wells Fargo Advisors, LLC August 2014 - Present
Wells Fargo Home Mortgage September 2012 - August 2014
Wells Fargo co June 2011 - September 2012
Rowan University May 2009 - May 2011
Morgan Stanley Smith Barney June 2010 - October 2010
Skills
Management, Finance, Mortgage Lending, CRM, Microsoft Excel, Loans, Financial Analysis, Social Networking, Leadership
Education
Rowan University 2007 — 2011
Finance, Economics
Wells Fargo Advisors, LLC August 2014 - Present
Wells Fargo Home Mortgage September 2012 - August 2014
Wells Fargo co June 2011 - September 2012
Rowan University May 2009 - May 2011
Morgan Stanley Smith Barney June 2010 - October 2010
Skills
Management, Finance, Mortgage Lending, CRM, Microsoft Excel, Loans, Financial Analysis, Social Networking, Leadership
Education
Rowan University 2007 — 2011
Finance, Economics
Granger McCollough Granger McCollough's Morgan Stanley Smith Barney Experience November 2012 - December 2012
Job Treasury Analyst at Vitol Group
Industry Financial Services
Experience
Vitol Group January 2015 - Present
Vida Capital May 2013 - January 2014
Morgan Stanley Smith Barney November 2012 - December 2012
Skills
Leadership, Finance, Sales, Management, Microsoft Office, Investments, Microsoft Excel, Marketing Communications, Microsoft CRM, Energy, Oil & Gas, Commercial Banking
Education
Rice University 2011 — 2014
Bachelor of Arts (B.A.), Economics
Vitol Group January 2015 - Present
Vida Capital May 2013 - January 2014
Morgan Stanley Smith Barney November 2012 - December 2012
Skills
Leadership, Finance, Sales, Management, Microsoft Office, Investments, Microsoft Excel, Marketing Communications, Microsoft CRM, Energy, Oil & Gas, Commercial Banking
Education
Rice University 2011 — 2014
Bachelor of Arts (B.A.), Economics
Paul Bahr Paul Bahr's Morgan Stanley Smith Barney Experience May 2010 - April 2012
Job Director of Sales & Marketing at Americatus NewWorld Italian Restaurant & DADA Art Bar
Industry Marketing and Advertising
Experience
Americatus New-World Italian & DADA Art Bar November 2014 - Present
Gates Corporation April 2013 - July 2014
Altitude Sports & Entertainment February 2013 - May 2013
Capital Reprints June 2012 - February 2013
National Association of Board Certified Advisory Practices (NABCAP) April 2012 - June 2012
Morgan Stanley Smith Barney May 2010 - April 2012
Ruth's Chris Steak House October 2011 - March 2012
Rockhurst Sentinel September 2007 - August 2010
CUTCO Cutlery May 2005 - August 2007
Skills
Marketing Communications, Social Media, Public Relations, Marketing Strategy, PowerPoint, Sales, Customer Service, Time Management, Advertising, Marketing, Creative Writing, Facebook, Microsoft Office, Microsoft Word, Data Analysis, Team Leadership, Strategic Planning, Fundraising, Training, Editing, Program Management, Event Planning, Research, Teamwork, Nonprofits, Salesforce.com, Community Outreach, Press Releases, Market Research, Account Management, Financial Services, Outlook, Leadership, B2B, Oracle E-Business Suite, Cisco Technologies, Expediting, Management, Social Networking, Social Media Marketing, Microsoft Excel
Education
Rockhurst University 2007 — 2011
Communication, Business / Journalism
Mullen 2004 — 2007
Americatus New-World Italian & DADA Art Bar November 2014 - Present
Gates Corporation April 2013 - July 2014
Altitude Sports & Entertainment February 2013 - May 2013
Capital Reprints June 2012 - February 2013
National Association of Board Certified Advisory Practices (NABCAP) April 2012 - June 2012
Morgan Stanley Smith Barney May 2010 - April 2012
Ruth's Chris Steak House October 2011 - March 2012
Rockhurst Sentinel September 2007 - August 2010
CUTCO Cutlery May 2005 - August 2007
Skills
Marketing Communications, Social Media, Public Relations, Marketing Strategy, PowerPoint, Sales, Customer Service, Time Management, Advertising, Marketing, Creative Writing, Facebook, Microsoft Office, Microsoft Word, Data Analysis, Team Leadership, Strategic Planning, Fundraising, Training, Editing, Program Management, Event Planning, Research, Teamwork, Nonprofits, Salesforce.com, Community Outreach, Press Releases, Market Research, Account Management, Financial Services, Outlook, Leadership, B2B, Oracle E-Business Suite, Cisco Technologies, Expediting, Management, Social Networking, Social Media Marketing, Microsoft Excel
Education
Rockhurst University 2007 — 2011
Communication, Business / Journalism
Mullen 2004 — 2007
Adrian Wieshofer Adrian Wieshofer's Morgan Stanley Smith Barney Experience January 2010 - May 2010
Job Associate at Shamrock Capital Advisors
Industry Financial Services
Experience
Shamrock Capital Advisors July 2015 - Present
J.P. Morgan December 2013 - July 2015
J.P. Morgan June 2012 - December 2013
The Wharton School September 2008 - May 2012
J.P. Morgan June 2011 - August 2011
Eastern European Acquisition Pool June 2010 - July 2010
Morgan Stanley Smith Barney January 2010 - May 2010
Skills
Valuation, Mergers & Acquisitions, Investment Banking, Finance, Corporate Development, Financial Modeling, Bloomberg, Private Equity, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2008 — 2012
BS in Economics
RSM Erasmus Universiteit / Rotterdam School of Management 2010 — 2010
Study Abroad, Masters in Business
Shamrock Capital Advisors July 2015 - Present
J.P. Morgan December 2013 - July 2015
J.P. Morgan June 2012 - December 2013
The Wharton School September 2008 - May 2012
J.P. Morgan June 2011 - August 2011
Eastern European Acquisition Pool June 2010 - July 2010
Morgan Stanley Smith Barney January 2010 - May 2010
Skills
Valuation, Mergers & Acquisitions, Investment Banking, Finance, Corporate Development, Financial Modeling, Bloomberg, Private Equity, Microsoft Excel
Education
University of Pennsylvania - The Wharton School 2008 — 2012
BS in Economics
RSM Erasmus Universiteit / Rotterdam School of Management 2010 — 2010
Study Abroad, Masters in Business
Alice Lightner Johnson Alice Lightner Johnson's Morgan Stanley Smith Barney Experience 1988 - 1993
Job Owner at LifeShift Services
Industry Individual & Family Services
Experience
LifeShift Services March 2011 - Present
Wells Fargo Private Client Services January 1998 - October 2001
Piper Jaffray 1995 - 1998
Thomas and Associates Accounting 1993 - 1994
Morgan Stanley Smith Barney 1988 - 1993
Skills
Downsizing, Customer Service, Budgets, Marketing Strategy, Marketing Communications, Marketing, Research, Wealth Management
Education
Ripon College 1983 — 1987
Bachelor of Arts (BA), History
LifeShift Services March 2011 - Present
Wells Fargo Private Client Services January 1998 - October 2001
Piper Jaffray 1995 - 1998
Thomas and Associates Accounting 1993 - 1994
Morgan Stanley Smith Barney 1988 - 1993
Skills
Downsizing, Customer Service, Budgets, Marketing Strategy, Marketing Communications, Marketing, Research, Wealth Management
Education
Ripon College 1983 — 1987
Bachelor of Arts (BA), History
Daniel Krolikowski, MBA, CPA Daniel Krolikowski, MBA, CPA's Morgan Stanley Smith Barney Experience May 2009 - November 2009
Job at Athey & Company, CPA, P.A.
Industry Accounting
Experience
Athey & Company, CPA, P.A. September 2014 - Present
Athey & Company, CPA, P.A. January 2011 - September 2014
Division of Developmental Disabilities - Fiscal Office May 2010 - January 2011
Morgan Stanley Smith Barney May 2009 - November 2009
Newfield National Bank December 2007 - September 2008
Education
Rowan University 2011 — 2012
Masters of Business Administration, Accounting
Rowan University 2007 — 2011
Bachelor's, Accounting
Athey & Company, CPA, P.A. September 2014 - Present
Athey & Company, CPA, P.A. January 2011 - September 2014
Division of Developmental Disabilities - Fiscal Office May 2010 - January 2011
Morgan Stanley Smith Barney May 2009 - November 2009
Newfield National Bank December 2007 - September 2008
Education
Rowan University 2011 — 2012
Masters of Business Administration, Accounting
Rowan University 2007 — 2011
Bachelor's, Accounting
Sean Coughlin Sean Coughlin's Morgan Stanley Smith Barney Experience June 2009 - May 2011
Job Member at Bressler Amery & Ross P.C.
Industry Financial Services
Experience
Bressler Amery & Ross P.C. June 2011 - Present
Morgan Stanley Smith Barney June 2009 - May 2011
Citigroup Global Markets Inc. July 1994 - May 2009
Kings County District Attorneys Office August 1988 - July 1994
Skills
Litigation, Mergers, Financial Advisory, FINRA, Capital Markets, Internal Investigations, Securities, Legal Writing, Mergers & Acquisitions, Arbitration, Securities Regulation, Legal Research, Legal Advice, Corporate Law, Due Diligence, Fraud, Corporate Governance
Education
Rutgers University School of Law - Newark 1985 — 1988
JD, Law
Rutgers University-New Brunswick 1981 — 1985
economics, political science
Rutgers University-New Brunswick 1981 — 1985
Glen Ridge
Bressler Amery & Ross P.C. June 2011 - Present
Morgan Stanley Smith Barney June 2009 - May 2011
Citigroup Global Markets Inc. July 1994 - May 2009
Kings County District Attorneys Office August 1988 - July 1994
Skills
Litigation, Mergers, Financial Advisory, FINRA, Capital Markets, Internal Investigations, Securities, Legal Writing, Mergers & Acquisitions, Arbitration, Securities Regulation, Legal Research, Legal Advice, Corporate Law, Due Diligence, Fraud, Corporate Governance
Education
Rutgers University School of Law - Newark 1985 — 1988
JD, Law
Rutgers University-New Brunswick 1981 — 1985
economics, political science
Rutgers University-New Brunswick 1981 — 1985
Glen Ridge
Brad Keating Brad Keating's Morgan Stanley Smith Barney Experience June 2009 - April 2010
Job Analyst II, eCommerce at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade July 2014 - Present
TD Ameritrade June 2013 - July 2014
IEEE April 2010 - June 2013
Morgan Stanley Smith Barney June 2009 - April 2010
NAVTEQ August 2008 - January 2009
Citi June 2008 - August 2008
Skills
Analysis, Data Analysis, Project Management, Program Management, Research, Business Analysis, Leadership, Access, Process Improvement, Risk Management, Strategic Planning, Portfolio Management, Team Leadership, Budgets, Vendor Management, Project Planning, Market Research, Strategic Sourcing, Financial Analysis, ERP, Contract Management, Supplier Evaluation, Bidding Process, Strategy, Visio, Proposal Writing, Cross-functional Team..., Management, Management Consulting, Business Process..., Business Development, Competitive Analysis, Team Building, Training, Business Intelligence, CRM, JavaScript, CSS, HTML, Insurance, Visual Studio, Data Mining, Tableau, SQL
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Master of Business and Science, Information Technology
University of Maryland College Park 2005 — 2009
Bachelor of Arts, Economics
Saint Peter's Preparatory School 2001 — 2005
TD Ameritrade July 2014 - Present
TD Ameritrade June 2013 - July 2014
IEEE April 2010 - June 2013
Morgan Stanley Smith Barney June 2009 - April 2010
NAVTEQ August 2008 - January 2009
Citi June 2008 - August 2008
Skills
Analysis, Data Analysis, Project Management, Program Management, Research, Business Analysis, Leadership, Access, Process Improvement, Risk Management, Strategic Planning, Portfolio Management, Team Leadership, Budgets, Vendor Management, Project Planning, Market Research, Strategic Sourcing, Financial Analysis, ERP, Contract Management, Supplier Evaluation, Bidding Process, Strategy, Visio, Proposal Writing, Cross-functional Team..., Management, Management Consulting, Business Process..., Business Development, Competitive Analysis, Team Building, Training, Business Intelligence, CRM, JavaScript, CSS, HTML, Insurance, Visual Studio, Data Mining, Tableau, SQL
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Master of Business and Science, Information Technology
University of Maryland College Park 2005 — 2009
Bachelor of Arts, Economics
Saint Peter's Preparatory School 2001 — 2005
John Matson CFP's Morgan Stanley Smith Barney Experience September 2004 - April 2007
Job Branch Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. June 2015 - Present
LPL Financial April 2007 - June 2015
Morgan Stanley Smith Barney September 2004 - April 2007
Merrill Lynch January 1996 - September 2004
Education
Rollins College 1974 — 1978
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Ameriprise Financial Services, Inc. June 2015 - Present
LPL Financial April 2007 - June 2015
Morgan Stanley Smith Barney September 2004 - April 2007
Merrill Lynch January 1996 - September 2004
Education
Rollins College 1974 — 1978
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Eileen Stoner Eileen Stoner's Morgan Stanley Smith Barney Experience 1996 - 2011
Job Senior Vice President Wealth Management at UBS Financial Services Inc.
Industry Financial Services
Experience
UBS June 2011 - Present
Morgan Stanley Smith Barney 1996 - 2011
Aetna 1995 - 1996
Capital Health System 1985 - 1995
Skills
Investments, Wealth Management, Financial Advisory
Education
Rider University
B.A., Business Administration
UBS June 2011 - Present
Morgan Stanley Smith Barney 1996 - 2011
Aetna 1995 - 1996
Capital Health System 1985 - 1995
Skills
Investments, Wealth Management, Financial Advisory
Education
Rider University
B.A., Business Administration
Josh Gittleman Josh Gittleman's Morgan Stanley Smith Barney Experience March 2008 - September 2010
Job Account Representative @ Specialized Bicycle Components
Industry Sporting Goods
Experience
Specialized Bicycle Components July 2013 - Present
Cycling Sports Group September 2010 - June 2013
Morgan Stanley Smith Barney March 2008 - September 2010
Merrill Lynch July 2007 - March 2008
Skills
Sales, CRM, Sales Operations, Customer Experience, Customer Acquisition, Account Management, Sales Management, Retail, Marketing Strategy, Marketing, Social Media Marketing, Product Marketing, Digital Marketing, Marketing Communications, Sports Marketing, Cycling, Product Development
Education
Rutgers University 2000 — 2004
Bachelor of Arts (B.A.)
Specialized Bicycle Components July 2013 - Present
Cycling Sports Group September 2010 - June 2013
Morgan Stanley Smith Barney March 2008 - September 2010
Merrill Lynch July 2007 - March 2008
Skills
Sales, CRM, Sales Operations, Customer Experience, Customer Acquisition, Account Management, Sales Management, Retail, Marketing Strategy, Marketing, Social Media Marketing, Product Marketing, Digital Marketing, Marketing Communications, Sports Marketing, Cycling, Product Development
Education
Rutgers University 2000 — 2004
Bachelor of Arts (B.A.)
Cathy Bassetti Cathy Bassetti's Morgan Stanley Smith Barney Experience April 1996 - May 2012
Job UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services May 2012 - Present
Morgan Stanley Smith Barney April 1996 - May 2012
Education
Rutgers University – Camden
Thomas Edison State College
UBS Financial Services May 2012 - Present
Morgan Stanley Smith Barney April 1996 - May 2012
Education
Rutgers University – Camden
Thomas Edison State College
Seth Finkelstein, MBA, CLTC Seth Finkelstein, MBA, CLTC's Morgan Stanley Smith Barney Experience 2005 - 2010
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc. 2010 - Present
Morgan Stanley Smith Barney 2005 - 2010
TRANZACT 2000 - 2002
Education
UCLA Anderson School of Management 1978 — 1980
MBA, Finance
Rochester Institute of Technology 1975 — 1977
BS, Computer Science
Ameriprise Financial Services, Inc. 2010 - Present
Morgan Stanley Smith Barney 2005 - 2010
TRANZACT 2000 - 2002
Education
UCLA Anderson School of Management 1978 — 1980
MBA, Finance
Rochester Institute of Technology 1975 — 1977
BS, Computer Science
Teresa Devereux's Morgan Stanley Smith Barney Experience July 2009 - June 2013
Job Director Barclays Wealth & Investment Mgmt
Industry Financial Services
Experience
William Blair & Company September 2015 - Present
Barclays Wealth and Investment Management June 2013 - September 2015
Morgan Stanley Smith Barney July 2009 - June 2013
Citi Smith Barney May 2007 - July 2009
Citi Smith Barney September 2002 - May 2007
Citi Smith Barney August 1983 - September 2002
OppenheimerFunds August 1980 - June 1983
Skills
Coaching, Project Planning, Organizational Change, Effective communicator, Problem Solving, Expense Management, Talent Development, Optimization, Administration, Team Building, Integration, Leadership Development, Operations Management
Education
Richland Community College
Associate of Science, Mathematics/Computer Science
University of Phoenix
Bachelor of Science, Business Administration
William Blair & Company September 2015 - Present
Barclays Wealth and Investment Management June 2013 - September 2015
Morgan Stanley Smith Barney July 2009 - June 2013
Citi Smith Barney May 2007 - July 2009
Citi Smith Barney September 2002 - May 2007
Citi Smith Barney August 1983 - September 2002
OppenheimerFunds August 1980 - June 1983
Skills
Coaching, Project Planning, Organizational Change, Effective communicator, Problem Solving, Expense Management, Talent Development, Optimization, Administration, Team Building, Integration, Leadership Development, Operations Management
Education
Richland Community College
Associate of Science, Mathematics/Computer Science
University of Phoenix
Bachelor of Science, Business Administration
Lynn Thomas, CPA Lynn Thomas, CPA's Morgan Stanley Smith Barney Experience September 2007 - December 2007
Job Audit Senior at Deloitte
Industry Accounting
Experience
Deloitte September 2011 - Present
Rutgers University, MBA program June 2010 - August 2011
Deloitte January 2011 - March 2011
MGR Enterprises Inc. January 2009 - May 2010
Morgan Stanley Smith Barney September 2007 - December 2007
MGR Enterprises Inc. June 2005 - August 2006
John Corzine's Election September 2005 - November 2005
Skills
Financial Analysis, Internal Controls, Financial Reporting, US GAAP, Sarbanes-Oxley Act, GAAP, Auditing, SEC filings, Financial Accounting, Financial Audits, Internal Audit, Microsoft Excel, Accounting, Finance, Financial Modeling
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2011
Master of Business Administration (MBA), Professional Accounting
Rutgers University-New Brunswick 2004 — 2008
B.S., Finance
Deloitte September 2011 - Present
Rutgers University, MBA program June 2010 - August 2011
Deloitte January 2011 - March 2011
MGR Enterprises Inc. January 2009 - May 2010
Morgan Stanley Smith Barney September 2007 - December 2007
MGR Enterprises Inc. June 2005 - August 2006
John Corzine's Election September 2005 - November 2005
Skills
Financial Analysis, Internal Controls, Financial Reporting, US GAAP, Sarbanes-Oxley Act, GAAP, Auditing, SEC filings, Financial Accounting, Financial Audits, Internal Audit, Microsoft Excel, Accounting, Finance, Financial Modeling
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2011
Master of Business Administration (MBA), Professional Accounting
Rutgers University-New Brunswick 2004 — 2008
B.S., Finance
Elana Yammer Elana Yammer's Morgan Stanley Smith Barney Experience March 2011 - Present
Job Registered CSA at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2011 - Present
Skills
Portfolio Management, Microsoft Office, Securities, Microsoft Word, Microsoft Excel, Investments, Analysis, Customer Retention, Finance, Financial Analysis, Financial Modeling, Financial Risk, Leadership, Managerial Finance, Project Planning, Risk Management, Financial Planning, Management, Organizational..., PowerPoint, Research
Education
Rutgers University-New Brunswick
Morgan Stanley Smith Barney March 2011 - Present
Skills
Portfolio Management, Microsoft Office, Securities, Microsoft Word, Microsoft Excel, Investments, Analysis, Customer Retention, Finance, Financial Analysis, Financial Modeling, Financial Risk, Leadership, Managerial Finance, Project Planning, Risk Management, Financial Planning, Management, Organizational..., PowerPoint, Research
Education
Rutgers University-New Brunswick
Jamie Curcio Jamie Curcio's Morgan Stanley Smith Barney Experience June 2007 - May 2010
Job Equity Compensation at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs February 2011 - Present
US Navy December 2004 - Present
Merrill Lynch May 2010 - March 2011
Morgan Stanley Smith Barney June 2007 - May 2010
BlackRock Investments/Merrill Lynch December 2003 - June 2007
Nomura Securities June 2001 - March 2002
Nomura Securities May 2000 - June 2001
Bear Stearns & Company May 1999 - May 2000
Skills
Management, Equities, Leadership, Series 7, Investments, Financial Services, Securities, Program Management, Finance, Project Management, Strategic Planning, Risk Management, Relationship Management, Team Leadership, Team Building, Process Improvement
Education
Rider University 1993 — 1997
BSBA, Finance
Rider University
Bachelor of Science in Business Administration, Finance
Goldman Sachs February 2011 - Present
US Navy December 2004 - Present
Merrill Lynch May 2010 - March 2011
Morgan Stanley Smith Barney June 2007 - May 2010
BlackRock Investments/Merrill Lynch December 2003 - June 2007
Nomura Securities June 2001 - March 2002
Nomura Securities May 2000 - June 2001
Bear Stearns & Company May 1999 - May 2000
Skills
Management, Equities, Leadership, Series 7, Investments, Financial Services, Securities, Program Management, Finance, Project Management, Strategic Planning, Risk Management, Relationship Management, Team Leadership, Team Building, Process Improvement
Education
Rider University 1993 — 1997
BSBA, Finance
Rider University
Bachelor of Science in Business Administration, Finance
Charlene (Kriegseis) Roberts's Morgan Stanley Smith Barney Experience September 2004 - January 2007
Job Sr. Vice President at Federal Benefits Educators
Industry Education Management
Experience
Federal Benefits Educators December 2008 - Present
Morgan Stanley Smith Barney September 2004 - January 2007
Merrill Lynch September 2002 - September 2004
Law Office of Trey Meyers September 2001 - September 2002
Morgan Stanley May 2000 - May 2001
Direct Advertising Services October 1995 - May 2000
Associated Aviation Underwriters April 1986 - October 1995
Skills
Sales, Training, Management, Customer Service, Insurance, Coaching, Team Building, Public Speaking, Recruiting, Analysis, Strategic Planning, Leadership Development
Education
Robert Morris College
Legal
Federal Benefits Educators December 2008 - Present
Morgan Stanley Smith Barney September 2004 - January 2007
Merrill Lynch September 2002 - September 2004
Law Office of Trey Meyers September 2001 - September 2002
Morgan Stanley May 2000 - May 2001
Direct Advertising Services October 1995 - May 2000
Associated Aviation Underwriters April 1986 - October 1995
Skills
Sales, Training, Management, Customer Service, Insurance, Coaching, Team Building, Public Speaking, Recruiting, Analysis, Strategic Planning, Leadership Development
Education
Robert Morris College
Legal
John McFadden John McFadden's Morgan Stanley Smith Barney Experience 1984 - May 2012
Job Senior Vice PresidentInvestments at The McFadden Financial Strategies Group of Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC May 2012 - Present
Morgan Stanley Smith Barney 1984 - May 2012
Merrill Lynch 1982 - 1984
Xerox 1978 - 1982
Rutgers, The State University of New Jersey 1971 - 1978
Skills
Investment Management, Asset Management, Investment Strategies, Retirement Planning, Financial Services, Retirement, Series 7, Strategic Financial..., Finance, Asset Allocation, Basketball, Financial Advisory, Investments, Investment Advisory, 401k, Wealth Management, Estate Planning, Fixed Annuities, Alternative Investments, Equities, Financial Planners, Portfolio Management, Mutual Funds, Customer Service
Education
Rutgers University 1967 — 1971
BA, English Language and Literature/Letters
Cardinal O'Hara High School 1963 — 1967
Wells Fargo Advisors, LLC May 2012 - Present
Morgan Stanley Smith Barney 1984 - May 2012
Merrill Lynch 1982 - 1984
Xerox 1978 - 1982
Rutgers, The State University of New Jersey 1971 - 1978
Skills
Investment Management, Asset Management, Investment Strategies, Retirement Planning, Financial Services, Retirement, Series 7, Strategic Financial..., Finance, Asset Allocation, Basketball, Financial Advisory, Investments, Investment Advisory, 401k, Wealth Management, Estate Planning, Fixed Annuities, Alternative Investments, Equities, Financial Planners, Portfolio Management, Mutual Funds, Customer Service
Education
Rutgers University 1967 — 1971
BA, English Language and Literature/Letters
Cardinal O'Hara High School 1963 — 1967
Patrick Rieck's Morgan Stanley Smith Barney Experience June 2009 - Present
Job Head of Corporate Retirement at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2009 - Present
Citi Global Wealth Management December 2005 - May 2009
Legg Mason January 2000 - December 2005
Emjay August 1984 - December 1999
Skills
401k, Asset Allocation, Investment Advisory, Investments, Mutual Funds, Pensions, Retirement, Retirement Planning, Series 63, Series 7, Wealth Management, FINRA, Securities, Series 6, Series 65
Education
University of Wisconsin-Milwaukee 1985 — 1987
N/A, Business
Ripon College 1983 — 1984
N/A, N/A
Nicolet High School 1979 — 1983
N/A
Morgan Stanley Smith Barney June 2009 - Present
Citi Global Wealth Management December 2005 - May 2009
Legg Mason January 2000 - December 2005
Emjay August 1984 - December 1999
Skills
401k, Asset Allocation, Investment Advisory, Investments, Mutual Funds, Pensions, Retirement, Retirement Planning, Series 63, Series 7, Wealth Management, FINRA, Securities, Series 6, Series 65
Education
University of Wisconsin-Milwaukee 1985 — 1987
N/A, Business
Ripon College 1983 — 1984
N/A, N/A
Nicolet High School 1979 — 1983
N/A
Judith Grant Judith Grant's Morgan Stanley Smith Barney Experience 1989 - 1997
Job PMP Certified Project Manager Specializing in IT & Real Estate Projects ► Looking to Positively Impact New Organization
Industry Information Technology and Services
Experience
ADHD Coaches Organization 2011 - Present
Bank of America 2008 - 2010
Merrill Lynch 2003 - 2008
Merrill Lynch 2000 - 2003
Merrill Lynch 1997 - 2000
Morgan Stanley Smith Barney 1989 - 1997
Skills
Project Management, Certified Project..., Process Improvement, Software Project..., Operations Management, Business Analytics, Problem Solving
Education
Rhode Island School of Design 1977 — 1982
Bachelor of Architecture / Fine Arts, Architecture / Fine Arts
ADHD Coaches Organization 2011 - Present
Bank of America 2008 - 2010
Merrill Lynch 2003 - 2008
Merrill Lynch 2000 - 2003
Merrill Lynch 1997 - 2000
Morgan Stanley Smith Barney 1989 - 1997
Skills
Project Management, Certified Project..., Process Improvement, Software Project..., Operations Management, Business Analytics, Problem Solving
Education
Rhode Island School of Design 1977 — 1982
Bachelor of Architecture / Fine Arts, Architecture / Fine Arts
James Finazzo's Morgan Stanley Smith Barney Experience September 2008 - August 2009
Job VP Sales
Industry Design
Experience
VJS Marketing March 2013 - Present
Dewey's Pizza August 2009 - March 2013
Morgan Stanley Smith Barney September 2008 - August 2009
Pizza 51 January 2006 - August 2009
VJS Marketing January 2003 - August 2009
Skills
Asset Managment, Inventory Management, Customer Satisfaction, Investment Banking, Computer Hardware, Food Safety, Customer Service, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Marketing, Accounting, Sales, Leadership, Budgets, Access, Analysis, Strategic Planning, Outlook
Education
Rockhurst University 2005 — 2009
Finance/Accounting, Business Accounting
Rockhurst University 2005 — 2009
BSBA, 2009; Finance/Accounting
VJS Marketing March 2013 - Present
Dewey's Pizza August 2009 - March 2013
Morgan Stanley Smith Barney September 2008 - August 2009
Pizza 51 January 2006 - August 2009
VJS Marketing January 2003 - August 2009
Skills
Asset Managment, Inventory Management, Customer Satisfaction, Investment Banking, Computer Hardware, Food Safety, Customer Service, Microsoft Excel, Financial Analysis, Microsoft Office, PowerPoint, Microsoft Word, Marketing, Accounting, Sales, Leadership, Budgets, Access, Analysis, Strategic Planning, Outlook
Education
Rockhurst University 2005 — 2009
Finance/Accounting, Business Accounting
Rockhurst University 2005 — 2009
BSBA, 2009; Finance/Accounting
Russell Bordonaro's Morgan Stanley Smith Barney Experience April 2000 - August 2010
Job SVP, Senior Resident Director & Wealth Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2010 - Present
Morgan Stanley Smith Barney April 2000 - August 2010
Merrill Lynch July 1994 - April 2000
Skills
Wealth Management, Series 7, Series 9, Series 10, Series 3, Series 63, Series 66, CRPC
Education
Rutgers University-New Brunswick
BA, Economics
Merrill Lynch August 2010 - Present
Morgan Stanley Smith Barney April 2000 - August 2010
Merrill Lynch July 1994 - April 2000
Skills
Wealth Management, Series 7, Series 9, Series 10, Series 3, Series 63, Series 66, CRPC
Education
Rutgers University-New Brunswick
BA, Economics
David Wren David Wren's Morgan Stanley Smith Barney Experience May 1991 - May 2006
Job Certified Financial Planner (CFP) @ Safe Harbor Financial (Owner)
Industry Financial Services
Experience
Safe Harbor Financial, LLC May 2006 - Present
Cetera Advisors LLC May 2006 - Present
Morgan Stanley Smith Barney May 1991 - May 2006
United States Army June 1987 - February 1991
Education
Rutgers University-New Brunswick 1983 — 1987
Bachelors, Economics
Fairleigh Dickinson University-Florham Campus 2000 — 2002
Certified Financial Planner, Finance
Safe Harbor Financial, LLC May 2006 - Present
Cetera Advisors LLC May 2006 - Present
Morgan Stanley Smith Barney May 1991 - May 2006
United States Army June 1987 - February 1991
Education
Rutgers University-New Brunswick 1983 — 1987
Bachelors, Economics
Fairleigh Dickinson University-Florham Campus 2000 — 2002
Certified Financial Planner, Finance
Nicholas Pantle Nicholas Pantle's Morgan Stanley Smith Barney Experience December 2011 - June 2012
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS Wealth Management May 2015 - Present
UBS June 2013 - May 2015
UBS June 2012 - May 2013
Morgan Stanley Smith Barney December 2011 - June 2012
Education
Rowan University 2009 — 2013
Bachelor of Science, Marketing, Management
UBS Wealth Management May 2015 - Present
UBS June 2013 - May 2015
UBS June 2012 - May 2013
Morgan Stanley Smith Barney December 2011 - June 2012
Education
Rowan University 2009 — 2013
Bachelor of Science, Marketing, Management
Danielle French's Morgan Stanley Smith Barney Experience April 2007 - March 2009
Job Assistant Vice President, IMPACT Project Manager, Marsh
Industry Insurance
Experience
Marsh December 2013 - Present
Aon Corporation January 2010 - December 2013
Morgan Stanley Smith Barney April 2007 - March 2009
Smith Barney (Citigroup) April 2006 - April 2007
The Community Preservation Corporation 2004 - 2006
Philip Morris June 2000 - July 2003
Skills
Risk Management, Salesforce.com, Insurance, Financial Analysis, Strategic Planning, New Business Development, Marketing Strategy, Marketing Communications, Trade Marketing, Project Management, Marketing Management, Eloqua, SharePoint, Sales, Management, Social Media, Property & Casualty..., Leadership, Underwriting, Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick
Psychology and Philosophy
Marsh December 2013 - Present
Aon Corporation January 2010 - December 2013
Morgan Stanley Smith Barney April 2007 - March 2009
Smith Barney (Citigroup) April 2006 - April 2007
The Community Preservation Corporation 2004 - 2006
Philip Morris June 2000 - July 2003
Skills
Risk Management, Salesforce.com, Insurance, Financial Analysis, Strategic Planning, New Business Development, Marketing Strategy, Marketing Communications, Trade Marketing, Project Management, Marketing Management, Eloqua, SharePoint, Sales, Management, Social Media, Property & Casualty..., Leadership, Underwriting, Marketing
Education
Rutgers, The State University of New Jersey-New Brunswick
Psychology and Philosophy
Amy Sodowich, CFP®'s Morgan Stanley Smith Barney Experience March 2011 - December 2012
Job Residential Mortgage Loan Underwriter at Millington Savings Bank
Industry Banking
Experience
Millington Savings Bank January 2013 - Present
Self-employed October 2008 - Present
Morgan Stanley Smith Barney March 2011 - December 2012
AIS Financial Services, LLC August 2000 - June 2004
Prudential Financial June 1998 - August 2000
Prudential Financial September 1995 - June 1998
Skills
Mortgage Lending, Residential Mortgages, Residential Investment..., Mortgage Underwriting, Investments, Portfolio Management, Management, Retirement, Financial Advisory, Insurance, Risk Management, Finance, Bookkeeping, Strategic Financial..., Financial Planning, Customer Service, Fixed Income, Financial Analysis, Financial Services, Certified Financial..., Budgeting, Client Relationship..., Financial Accounting, Customer Presentations, Teaching Adults, Self Driven, Entrepreneurship, Business Management, Piano, Musical Theatre, Songwriting, Music, Vocal
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
MBA, Finance
University of Delaware
BS, Accounting & Finance (double major)
Millington Savings Bank January 2013 - Present
Self-employed October 2008 - Present
Morgan Stanley Smith Barney March 2011 - December 2012
AIS Financial Services, LLC August 2000 - June 2004
Prudential Financial June 1998 - August 2000
Prudential Financial September 1995 - June 1998
Skills
Mortgage Lending, Residential Mortgages, Residential Investment..., Mortgage Underwriting, Investments, Portfolio Management, Management, Retirement, Financial Advisory, Insurance, Risk Management, Finance, Bookkeeping, Strategic Financial..., Financial Planning, Customer Service, Fixed Income, Financial Analysis, Financial Services, Certified Financial..., Budgeting, Client Relationship..., Financial Accounting, Customer Presentations, Teaching Adults, Self Driven, Entrepreneurship, Business Management, Piano, Musical Theatre, Songwriting, Music, Vocal
Education
Rutgers, The State University of New Jersey-New Brunswick 1993 — 1997
MBA, Finance
University of Delaware
BS, Accounting & Finance (double major)
Erika Fiore's Morgan Stanley Smith Barney Experience May 2010 - January 2011
Job VP, Client Management at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management December 2012 - Present
AST Equity Plan Solutions January 2011 - December 2012
Morgan Stanley Smith Barney May 2010 - January 2011
Morgan Stanley Smith Barney April 2007 - April 2010
Skills
Relationship Management, Financial Services, CRM
Education
Santa Clara University
Certified Equity Professional
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Morgan Stanley Wealth Management December 2012 - Present
AST Equity Plan Solutions January 2011 - December 2012
Morgan Stanley Smith Barney May 2010 - January 2011
Morgan Stanley Smith Barney April 2007 - April 2010
Skills
Relationship Management, Financial Services, CRM
Education
Santa Clara University
Certified Equity Professional
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2006
Bachelor of Arts (B.A.), Psychology
Fernando Geraci's Morgan Stanley Smith Barney Experience September 2010 - February 2012
Job Applications Developer at Rutgers University
Industry Computer Software
Experience
Rutgers University August 2015 - Present
Rutgers University September 2014 - Present
Rutgers University May 2015 - August 2015
Fast Enterprises May 2014 - August 2014
Oak Knoll School February 2012 - May 2014
Rutgers University August 2012 - May 2013
Morgan Stanley Smith Barney September 2010 - February 2012
IBM March 2007 - October 2010
Skills
Programming, Teamwork, Java, Linux, Six Sigma, Technical Support, Integration, Microsoft SQL Server, Education, UML, SQL, MySQL, Tomcat, JSP, CSS, Microsoft Office, Databases, C++, Unix, Hardware Support, OS X, Troubleshooting, Google Apps, Educational Technology, Windows Server, Windows Azure, .NET, C, C#, VB.NET, Android, NoSQL, XPath, XQuery, Active Directory, Visual Studio, J2EE Application..., Web Design, HTML 5, Microsoft Exchange, Cisco Routers, Cisco Meraki, JSF, Web Development, Spring Framework, Maven, XML Schema, Hibernate, Java Enterprise Edition, Software Engineering
Education
Rutgers University-New Brunswick 2014 — 2017
Master's Degree, Computer Science
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor's Degree, Computer Science and Mathematics, 3.58
Universidad del Salvador 2008 — 2009
Graduate - Quality and Statistics, Business Administration and Management, General
Universidad del Salvador 2004 — 2007
BS, Human Resources Administration
Rutgers University August 2015 - Present
Rutgers University September 2014 - Present
Rutgers University May 2015 - August 2015
Fast Enterprises May 2014 - August 2014
Oak Knoll School February 2012 - May 2014
Rutgers University August 2012 - May 2013
Morgan Stanley Smith Barney September 2010 - February 2012
IBM March 2007 - October 2010
Skills
Programming, Teamwork, Java, Linux, Six Sigma, Technical Support, Integration, Microsoft SQL Server, Education, UML, SQL, MySQL, Tomcat, JSP, CSS, Microsoft Office, Databases, C++, Unix, Hardware Support, OS X, Troubleshooting, Google Apps, Educational Technology, Windows Server, Windows Azure, .NET, C, C#, VB.NET, Android, NoSQL, XPath, XQuery, Active Directory, Visual Studio, J2EE Application..., Web Design, HTML 5, Microsoft Exchange, Cisco Routers, Cisco Meraki, JSF, Web Development, Spring Framework, Maven, XML Schema, Hibernate, Java Enterprise Edition, Software Engineering
Education
Rutgers University-New Brunswick 2014 — 2017
Master's Degree, Computer Science
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor's Degree, Computer Science and Mathematics, 3.58
Universidad del Salvador 2008 — 2009
Graduate - Quality and Statistics, Business Administration and Management, General
Universidad del Salvador 2004 — 2007
BS, Human Resources Administration
Christopher Criswell, CFP®,CIMA® Christopher Criswell, CFP®,CIMA®'s Morgan Stanley Smith Barney Experience January 2003 - May 2012
Job Senior Vice President Investments at UBS
Industry Financial Services
Experience
UBS May 2012 - Present
Morgan Stanley Smith Barney January 2003 - May 2012
Education
Rutgers University
Bachelor of Science (BS), Accounting and Finance
UBS May 2012 - Present
Morgan Stanley Smith Barney January 2003 - May 2012
Education
Rutgers University
Bachelor of Science (BS), Accounting and Finance
JOHN HAMOT JOHN HAMOT's Morgan Stanley Smith Barney Experience May 1994 - May 1996
Job Vice President, Market Director at JPMorgan Securities LLC.
Industry Financial Services
Experience
JPMorgan Securities LLC. July 2014 - Present
TD Ameritrade November 2007 - July 2014
Wells Fargo Investments December 1999 - November 2007
Morgan Stanley Smith Barney May 1994 - May 1996
PaineWebber August 1985 - May 1992
Education
Rutgers University 1979 — 1983
B.A., Accounting
Clifton High School 1975 — 1979
HS Diploma, Advanced College Prep
JPMorgan Securities LLC. July 2014 - Present
TD Ameritrade November 2007 - July 2014
Wells Fargo Investments December 1999 - November 2007
Morgan Stanley Smith Barney May 1994 - May 1996
PaineWebber August 1985 - May 1992
Education
Rutgers University 1979 — 1983
B.A., Accounting
Clifton High School 1975 — 1979
HS Diploma, Advanced College Prep
Charlie Gulick Charlie Gulick's Morgan Stanley Smith Barney Experience 2001 - 2002
Job President, CRG Consult
Industry Financial Services
Experience
CRG Consult February 2009 - Present
Cognilytics, Inc. January 2011 - August 2013
Wells Fargo 2010 - 2010
ABI Document Support Services September 2007 - February 2009
BearingPoint May 1999 - October 2007
Morgan Stanley Smith Barney 2001 - 2002
KPMG 1999 - 2002
SEAF - Bulgaria Fund June 1997 - October 1998
Skills
Process Engineering, Business Strategy, Program Management, Management Consulting, Business Intelligence, Risk, Change Management, Management, Analytics, Financial Services, Product Management, Strategic Planning, Start-ups, Business Process..., Mergers & Acquisitions, Strategy, Strategic Partnerships, Account Management, Financial Risk, Business Analysis, Risk Management, Portfolio Management, Go-to-market Strategy, Analysis, Leadership, Consulting, Project Management, Finance, Integration, Investments, Multi-cultural team..., Cross Functional Team...
Education
Thunderbird School of Global Management 1995 — 1997
Master of Business Administration (MBA), Finance and Financial Management Services
University of Freiburg, Germany 1991 — 1992
International Economics
Rollins College
Bachelor of Science (BS), International Relations and Affairs
CRG Consult February 2009 - Present
Cognilytics, Inc. January 2011 - August 2013
Wells Fargo 2010 - 2010
ABI Document Support Services September 2007 - February 2009
BearingPoint May 1999 - October 2007
Morgan Stanley Smith Barney 2001 - 2002
KPMG 1999 - 2002
SEAF - Bulgaria Fund June 1997 - October 1998
Skills
Process Engineering, Business Strategy, Program Management, Management Consulting, Business Intelligence, Risk, Change Management, Management, Analytics, Financial Services, Product Management, Strategic Planning, Start-ups, Business Process..., Mergers & Acquisitions, Strategy, Strategic Partnerships, Account Management, Financial Risk, Business Analysis, Risk Management, Portfolio Management, Go-to-market Strategy, Analysis, Leadership, Consulting, Project Management, Finance, Integration, Investments, Multi-cultural team..., Cross Functional Team...
Education
Thunderbird School of Global Management 1995 — 1997
Master of Business Administration (MBA), Finance and Financial Management Services
University of Freiburg, Germany 1991 — 1992
International Economics
Rollins College
Bachelor of Science (BS), International Relations and Affairs
Scott Mandel Scott Mandel's Morgan Stanley Smith Barney Experience November 2010 - 2013
Job VP / Project Manager Investment Platforms at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Smith Barney November 2010 - 2013
KPMG International April 2010 - October 2010
Monticello Motor Club March 2008 - March 2010
MedMatics November 2008 - January 2009
Merrill Lynch March 2005 - March 2008
Sungard Trading Systems 2004 - 2005
Ameritrade 2002 - 2003
Datek Online 2000 - 2003
TD Waterhouse January 1995 - October 1997
Skills
Integrated Marketing, Project Management, Account Management, Quality Assurance, Risk Management, Security, SDLC, Project Portfolio..., Software Project..., Vendor Management, Outsourcing, Telecommunications, Business Analysis, Call Centers, CRM, IT Strategy, Agile Methodologies, Cross-functional Team..., Program Management, Customer Service, SQL, Trading Systems, Management, PMO
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
BS, Administration of Justice
marlboro high school 1986 — 1990
Morgan Stanley Wealth Management August 2013 - Present
Morgan Stanley Smith Barney November 2010 - 2013
KPMG International April 2010 - October 2010
Monticello Motor Club March 2008 - March 2010
MedMatics November 2008 - January 2009
Merrill Lynch March 2005 - March 2008
Sungard Trading Systems 2004 - 2005
Ameritrade 2002 - 2003
Datek Online 2000 - 2003
TD Waterhouse January 1995 - October 1997
Skills
Integrated Marketing, Project Management, Account Management, Quality Assurance, Risk Management, Security, SDLC, Project Portfolio..., Software Project..., Vendor Management, Outsourcing, Telecommunications, Business Analysis, Call Centers, CRM, IT Strategy, Agile Methodologies, Cross-functional Team..., Program Management, Customer Service, SQL, Trading Systems, Management, PMO
Education
Rutgers, The State University of New Jersey-New Brunswick 1990 — 1994
BS, Administration of Justice
marlboro high school 1986 — 1990
Duke Marsh's Morgan Stanley Smith Barney Experience May 1979 - November 2013
Job Director WPWG / Financial Advisor at Raymond James Financial Services Inc.
Industry Financial Services
Experience
Raymond James Financial Services Inc. Member FINRA/SIPC November 2013 - Present
Morgan Stanley Smith Barney May 1979 - November 2013
Skills
Retirement Planning, Investments, Mutual Funds, Securities, Series 7, Portfolio Management, Wealth Management, Series 63, Asset Allocation, Asset Management, Financial Planning, Investment Advisory
Education
Rollins College 1973 — 1976
Bachelor's degree, Economics
Raymond James Financial Services Inc. Member FINRA/SIPC November 2013 - Present
Morgan Stanley Smith Barney May 1979 - November 2013
Skills
Retirement Planning, Investments, Mutual Funds, Securities, Series 7, Portfolio Management, Wealth Management, Series 63, Asset Allocation, Asset Management, Financial Planning, Investment Advisory
Education
Rollins College 1973 — 1976
Bachelor's degree, Economics
Scott Marmel Scott Marmel's Morgan Stanley Smith Barney Experience June 2011 - April 2012
Job Analyst at J.P. Morgan
Industry Banking
Experience
J.P. Morgan August 2015 - Present
Chase June 2013 - August 2015
Chase June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - April 2012
Skills
Credit, Banking, Financial Modeling, Financial Analysis, Microsoft Excel
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance
J.P. Morgan August 2015 - Present
Chase June 2013 - August 2015
Chase June 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - April 2012
Skills
Credit, Banking, Financial Modeling, Financial Analysis, Microsoft Excel
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2013
Bachelor of Applied Science (B.A.Sc.), Finance
George C. Landrove George C. Landrove's Morgan Stanley Smith Barney Experience September 1996 - May 2006
Job Claims Counsel at Zurich Insurance
Industry Insurance
Experience
Zurich Insurance June 2006 - Present
Morgan Stanley Smith Barney September 1996 - May 2006
Chubb January 1995 - September 1996
CIGNA Group Insurance June 1991 - December 1994
American Centennial Insurance September 1987 - September 1990
Schwartz & Andolino August 1986 - September 1987
Prudential Reinsurance September 1985 - July 1986
Fenwick and West September 1981 - September 1985
Skills
Liability, Casualty, Professional Liability, Reinsurance, Claims, Insurance, Litigation, Mediation, D&O, Coverage, Defense, Civil Litigation
Education
Rutgers University School of Law - Camden 1978 — 1981
J.D. (with honors)
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1978
B.A., Physics
Zurich Insurance June 2006 - Present
Morgan Stanley Smith Barney September 1996 - May 2006
Chubb January 1995 - September 1996
CIGNA Group Insurance June 1991 - December 1994
American Centennial Insurance September 1987 - September 1990
Schwartz & Andolino August 1986 - September 1987
Prudential Reinsurance September 1985 - July 1986
Fenwick and West September 1981 - September 1985
Skills
Liability, Casualty, Professional Liability, Reinsurance, Claims, Insurance, Litigation, Mediation, D&O, Coverage, Defense, Civil Litigation
Education
Rutgers University School of Law - Camden 1978 — 1981
J.D. (with honors)
Rutgers, The State University of New Jersey-New Brunswick 1974 — 1978
B.A., Physics
Elizabeth Kaufmann Elizabeth Kaufmann's Morgan Stanley Smith Barney Experience January 2010 - Present
Job Senior Registered Associate
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2010 - Present
Skills
Customer Service, Series 7, Mutual Funds, Financial Services, Series 63, Series 66
Education
Ripon College
Morgan Stanley Smith Barney January 2010 - Present
Skills
Customer Service, Series 7, Mutual Funds, Financial Services, Series 63, Series 66
Education
Ripon College
Sue Quinn Sue Quinn's Morgan Stanley Smith Barney Experience September 2010 - June 2012
Job
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2010 - June 2012
Azroc, Inc. 2006 - 2008
PNC 1985 - 2002
Skills
Series 7, Series 63
Education
Robert Morris University
Business
Morgan Stanley Smith Barney September 2010 - June 2012
Azroc, Inc. 2006 - 2008
PNC 1985 - 2002
Skills
Series 7, Series 63
Education
Robert Morris University
Business
Michael Fidler, CFP®, CIMA®, CPWA® Michael Fidler, CFP®, CIMA®, CPWA®'s Morgan Stanley Smith Barney Experience January 2003 - May 2012
Job
Industry Financial Services
Experience
UBS May 2012 - Present
Morgan Stanley Smith Barney January 2003 - May 2012
Merrill Lynch May 1999 - January 2003
Education
Rowan University
Bachelor of Science (B.S.), Finance
Widener University
Masters, Taxation
UBS May 2012 - Present
Morgan Stanley Smith Barney January 2003 - May 2012
Merrill Lynch May 1999 - January 2003
Education
Rowan University
Bachelor of Science (B.S.), Finance
Widener University
Masters, Taxation
Kevin P. Mulleady Kevin P. Mulleady's Morgan Stanley Smith Barney Experience October 2007 - March 2011
Job Managing Director
Industry Pharmaceuticals
Experience
Turing Pharmaceuticals AG November 2014 - Present
The StoneCorner Group, LLC December 2012 - Present
MSMB Capital Management, LLC March 2011 - January 2013
Morgan Stanley Smith Barney October 2007 - March 2011
Worldwide Wealth Management January 2006 - September 2007
Citi 2005 - 2005
Skills
Investments, Equities, Valuation, Hedge Funds, Financial Modeling, Alternative Investments, Wealth Management, Asset Allocation, Asset Managment, Capital Markets, Portfolio Management, Mutual Funds, Fixed Income, Investment Strategies, Series 7, Investment Advisory, Private Equity, Asset Management, Investment Management, Bloomberg, Securities, Trading, Series 63, Options, Derivatives, Fund Of Funds, Bonds, Equity Research, ETFs, Financial Markets, Equity Trading
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2005
Mechanical & Aerospace Engineering
Turing Pharmaceuticals AG November 2014 - Present
The StoneCorner Group, LLC December 2012 - Present
MSMB Capital Management, LLC March 2011 - January 2013
Morgan Stanley Smith Barney October 2007 - March 2011
Worldwide Wealth Management January 2006 - September 2007
Citi 2005 - 2005
Skills
Investments, Equities, Valuation, Hedge Funds, Financial Modeling, Alternative Investments, Wealth Management, Asset Allocation, Asset Managment, Capital Markets, Portfolio Management, Mutual Funds, Fixed Income, Investment Strategies, Series 7, Investment Advisory, Private Equity, Asset Management, Investment Management, Bloomberg, Securities, Trading, Series 63, Options, Derivatives, Fund Of Funds, Bonds, Equity Research, ETFs, Financial Markets, Equity Trading
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2005
Mechanical & Aerospace Engineering
Kevin Betyeman Kevin Betyeman's Morgan Stanley Smith Barney Experience January 2015 - Present
Job Manager at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2015 - Present
Morgan Stanley Smith Barney July 2013 - January 2015
Morgan Stanley Smith Barney February 2012 - July 2013
Northwestern Mutual May 2011 - January 2012
North Plainfield Police Department June 2010 - August 2010
Education
Rutgers, The State University of New Jersey-Camden 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Rider University 2012 — 2012
MBA, Concentration: Finance
Rider University 2007 — 2011
BSBA, Finance, Business Administration
Morgan Stanley Smith Barney January 2015 - Present
Morgan Stanley Smith Barney July 2013 - January 2015
Morgan Stanley Smith Barney February 2012 - July 2013
Northwestern Mutual May 2011 - January 2012
North Plainfield Police Department June 2010 - August 2010
Education
Rutgers, The State University of New Jersey-Camden 2012 — 2015
Master of Business Administration (MBA), Business Administration and Management, General
Rider University 2012 — 2012
MBA, Concentration: Finance
Rider University 2007 — 2011
BSBA, Finance, Business Administration
Carole Maloney Carole Maloney's Morgan Stanley Smith Barney Experience October 2001 - April 2010
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Maloney & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.. April 2010 - Present
Morgan Stanley Smith Barney October 2001 - April 2010
Administration for Children and Families March 1991 - June 2001
National Institutes of Health July 1968 - January 1983
Education
Rosemont College
Stone Ridge Country Day School of the Sacred Heart
Maloney & Associates, a financial advisory practice of Ameriprise Financial Services, Inc.. April 2010 - Present
Morgan Stanley Smith Barney October 2001 - April 2010
Administration for Children and Families March 1991 - June 2001
National Institutes of Health July 1968 - January 1983
Education
Rosemont College
Stone Ridge Country Day School of the Sacred Heart
Joe Nissim, CFP® Joe Nissim, CFP®'s Morgan Stanley Smith Barney Experience May 2003 - April 2010
Job Managing Director Nissim Investment Group, LLC
Industry Financial Services
Experience
Nissim Investment Group, LLC May 2011 - Present
Strengthlete, LLC July 2011 - Present
Lynx Capital Partners April 2010 - July 2010
Morgan Stanley Smith Barney May 2003 - April 2010
Citigroup Global Markets, Inc. May 2003 - June 2006
Skills
Investments, Portfolio Management, Investment Strategies, Finance, Retirement Planning, Asset Managment, Leadership, Options, Asset Management, Risk Management, Equities, Trading, Strategic Financial..., Financial Analysis, Capital Markets, Management, Financial Modeling, Alternative Investments, Financial Services
Education
Rutgers University-New Brunswick 2002 — 2006
BS, Finance
Nissim Investment Group, LLC May 2011 - Present
Strengthlete, LLC July 2011 - Present
Lynx Capital Partners April 2010 - July 2010
Morgan Stanley Smith Barney May 2003 - April 2010
Citigroup Global Markets, Inc. May 2003 - June 2006
Skills
Investments, Portfolio Management, Investment Strategies, Finance, Retirement Planning, Asset Managment, Leadership, Options, Asset Management, Risk Management, Equities, Trading, Strategic Financial..., Financial Analysis, Capital Markets, Management, Financial Modeling, Alternative Investments, Financial Services
Education
Rutgers University-New Brunswick 2002 — 2006
BS, Finance
Michelle Graham-Lyons Michelle Graham-Lyons's Morgan Stanley Smith Barney Experience June 2009 - June 2010
Job Operations Manager Consultant to Assurance Wireless Sprint Nextel
Industry Investment Management
Experience
Solix Inc. December 2012 - Present
Plainfield Grassroots Community Development Corporation September 2010 - Present
Solix Inc. February 2011 - December 2012
Morgan Stanley Smith Barney June 2009 - June 2010
Morgan Stanley May 2000 - June 2009
Salomon Smith Barney July 1997 - May 2000
Skills
Portfolio Management, Investments, Analysis, Project Management, Due Diligence, Management, Mutual Funds, Investment Management, Series 7, Research, Equities, Asset Allocation, Alternative Investments, Interviews, Risk Management
Education
Rutgers University-New Brunswick
BA, Economics & French
Solix Inc. December 2012 - Present
Plainfield Grassroots Community Development Corporation September 2010 - Present
Solix Inc. February 2011 - December 2012
Morgan Stanley Smith Barney June 2009 - June 2010
Morgan Stanley May 2000 - June 2009
Salomon Smith Barney July 1997 - May 2000
Skills
Portfolio Management, Investments, Analysis, Project Management, Due Diligence, Management, Mutual Funds, Investment Management, Series 7, Research, Equities, Asset Allocation, Alternative Investments, Interviews, Risk Management
Education
Rutgers University-New Brunswick
BA, Economics & French
Shirley Wallace Shirley Wallace's Morgan Stanley Smith Barney Experience June 2010 - April 2011
Job Bringing Sanity to Software Development
Industry Information Technology and Services
Experience
The Home Depot June 2011 - Present
Morgan Stanley Smith Barney June 2010 - April 2011
J.P. Morgan Retirement Plan Services November 2009 - June 2010
Heidelberg August 2007 - April 2009
ADP October 2006 - June 2007
Lockheed Martin Information Technology November 2005 - October 2006
Great American Insurance December 2004 - December 2005
Capital One December 2004 - December 2005
IPS-Sendero January 2002 - November 2003
Ajilon July 2001 - December 2001
Education
Roosevelt University 1993 — 1995
Masters, Information Systems
Roosevelt University 1986 — 1988
Bachelors, Business Administration
The Home Depot June 2011 - Present
Morgan Stanley Smith Barney June 2010 - April 2011
J.P. Morgan Retirement Plan Services November 2009 - June 2010
Heidelberg August 2007 - April 2009
ADP October 2006 - June 2007
Lockheed Martin Information Technology November 2005 - October 2006
Great American Insurance December 2004 - December 2005
Capital One December 2004 - December 2005
IPS-Sendero January 2002 - November 2003
Ajilon July 2001 - December 2001
Education
Roosevelt University 1993 — 1995
Masters, Information Systems
Roosevelt University 1986 — 1988
Bachelors, Business Administration
Sarab Shamoon-Springer Sarab Shamoon-Springer's Morgan Stanley Smith Barney Experience June 2010 - June 2012
Job Assistant Vice President, Financial Planning Training Consultant at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2013 - Present
Morgan Stanley Wealth Management February 2013 - June 2013
Morgan Stanley Wealth Management June 2012 - January 2013
Morgan Stanley Smith Barney June 2010 - June 2012
Ameriprise Financial April 2008 - June 2010
Skills
Mutual Funds, Retirement Planning, Investments, Series 7, Series 63, Asset Allocation, IRAs, Sales, Sales Operations, Wealth Management, Strategic Financial..., Asset Management, Financial Advisory, Portfolio Management, Securities, Retirement, Asset Managment, Wealth Management..., Financial Services, Finance, Equities, Wealth
Education
Rutgers University-New Brunswick 2002 — 2006
BA
Morgan Stanley Wealth Management June 2013 - Present
Morgan Stanley Wealth Management February 2013 - June 2013
Morgan Stanley Wealth Management June 2012 - January 2013
Morgan Stanley Smith Barney June 2010 - June 2012
Ameriprise Financial April 2008 - June 2010
Skills
Mutual Funds, Retirement Planning, Investments, Series 7, Series 63, Asset Allocation, IRAs, Sales, Sales Operations, Wealth Management, Strategic Financial..., Asset Management, Financial Advisory, Portfolio Management, Securities, Retirement, Asset Managment, Wealth Management..., Financial Services, Finance, Equities, Wealth
Education
Rutgers University-New Brunswick 2002 — 2006
BA
Domenic Antolik Domenic Antolik's Morgan Stanley Smith Barney Experience May 2012 - June 2012
Job Recruitment Consultant at Michael Page
Industry Staffing and Recruiting
Experience
Michael Page September 2015 - Present
Michael Page March 2015 - Present
UPS November 2014 - January 2015
EPIK (English Program in Korea) June 2013 - September 2014
Front Row Global, LLC February 2013 - May 2013
Congressman Robert Andrews September 2012 - February 2013
Cooper University Hospital June 2010 - February 2013
Woloshin Investment Management May 2012 - September 2012
Morgan Stanley Smith Barney May 2012 - June 2012
National Science Foundation May 2011 - July 2011
Skills
Leadership, Networking, Outlook, Cold Calling, Public Speaking, CRM, Client Relations, Contract Recruitment, Warm Calling, Recruiting, Community Outreach, Data Analysis, Customer Service, Event Planning
Education
University of Cambridge
CELTA
The University of Texas at Austin
TEFL
Rutgers University – Camden 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of Helsinki 2011 — 2011
Botany/Plant Biology
Michael Page September 2015 - Present
Michael Page March 2015 - Present
UPS November 2014 - January 2015
EPIK (English Program in Korea) June 2013 - September 2014
Front Row Global, LLC February 2013 - May 2013
Congressman Robert Andrews September 2012 - February 2013
Cooper University Hospital June 2010 - February 2013
Woloshin Investment Management May 2012 - September 2012
Morgan Stanley Smith Barney May 2012 - June 2012
National Science Foundation May 2011 - July 2011
Skills
Leadership, Networking, Outlook, Cold Calling, Public Speaking, CRM, Client Relations, Contract Recruitment, Warm Calling, Recruiting, Community Outreach, Data Analysis, Customer Service, Event Planning
Education
University of Cambridge
CELTA
The University of Texas at Austin
TEFL
Rutgers University – Camden 2009 — 2013
Bachelor of Arts (B.A.), Economics
University of Helsinki 2011 — 2011
Botany/Plant Biology
Daniel Roberts, CEP's Morgan Stanley Smith Barney Experience February 2010 - June 2012
Job Senior Account Executive at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial July 2012 - Present
Morgan Stanley Smith Barney February 2010 - June 2012
Morgan Stanley Smith Barney September 2006 - January 2010
Merrill Lynch February 2000 - August 2006
Skills
Series 7, Equities, Mutual Funds, Series 63, Alternative Investments, Investments, Chartered Financial...
Education
Rutgers, The State University of New Jersey-New Brunswick
B.A., Economics
E*TRADE Financial July 2012 - Present
Morgan Stanley Smith Barney February 2010 - June 2012
Morgan Stanley Smith Barney September 2006 - January 2010
Merrill Lynch February 2000 - August 2006
Skills
Series 7, Equities, Mutual Funds, Series 63, Alternative Investments, Investments, Chartered Financial...
Education
Rutgers, The State University of New Jersey-New Brunswick
B.A., Economics
Denise Gabay Otten, A.A.M.S.'s Morgan Stanley Smith Barney Experience July 2005 - August 2010
Job Pres.Elite Wealth Strategies & Author of CURING COURTNEY: Doctors Couldn't Save Her...So Her Mom Did
Industry Financial Services
Experience
Elite Wealth Strategies (APFS) August 2010 - Present
CURING COURTNEY: Doctors Couldn't Save Her...So Her Mom Did December 2012 - Present
American Portfolios August 2010 - Present
Morgan Stanley Smith Barney July 2005 - August 2010
A.G. Edwards & Sons, Inc. September 2001 - July 2005
CNBC February 1989 - July 1990
Oppenheimer & Co. Inc. 1985 - 1988
Skills
Equities, Insurance, Financial Analysis, Wealth Management, Wealth, Series 7, Financial Advisory, Finance, Retirement Planning, Securities, Mutual Funds, Investments, Estate Planning, Asset Management, Strategic Financial...
Education
Rutgers University
BA, Journalism
Elite Wealth Strategies (APFS) August 2010 - Present
CURING COURTNEY: Doctors Couldn't Save Her...So Her Mom Did December 2012 - Present
American Portfolios August 2010 - Present
Morgan Stanley Smith Barney July 2005 - August 2010
A.G. Edwards & Sons, Inc. September 2001 - July 2005
CNBC February 1989 - July 1990
Oppenheimer & Co. Inc. 1985 - 1988
Skills
Equities, Insurance, Financial Analysis, Wealth Management, Wealth, Series 7, Financial Advisory, Finance, Retirement Planning, Securities, Mutual Funds, Investments, Estate Planning, Asset Management, Strategic Financial...
Education
Rutgers University
BA, Journalism
Jennifer Michaelsen Jennifer Michaelsen's Morgan Stanley Smith Barney Experience 2004 - 2010
Job Financial Planner and Insurance Specialist
Industry Capital Markets
Experience
Undisclosed 2014 - Present
Franklin Templeton Investments 2010 - 2014
Morgan Stanley Smith Barney 2004 - 2010
Alan D. Biller & Associates 2002 - 2004
Kaspick & Company 2001 - 2002
Rorer Asset Management 1999 - 2000
Skills
Alternative Investments, Asset Managment, Asset Allocation, Portfolio Management, Investments, Hedge Funds, Mutual Funds, Fixed Income, Investment Management, Equities, Series 7, Separately Managed..., Investment Strategies, Investment Advisory, Series 63, Financial Advisory, Wealth Management, Asset Management, ETFs
Education
Rutgers University – Camden 1997 — 1999
BS, Finance and Accounting
Pope Paul VI High School
College Prep
Highland HS 1985 — 1987
College Prep
Undisclosed 2014 - Present
Franklin Templeton Investments 2010 - 2014
Morgan Stanley Smith Barney 2004 - 2010
Alan D. Biller & Associates 2002 - 2004
Kaspick & Company 2001 - 2002
Rorer Asset Management 1999 - 2000
Skills
Alternative Investments, Asset Managment, Asset Allocation, Portfolio Management, Investments, Hedge Funds, Mutual Funds, Fixed Income, Investment Management, Equities, Series 7, Separately Managed..., Investment Strategies, Investment Advisory, Series 63, Financial Advisory, Wealth Management, Asset Management, ETFs
Education
Rutgers University – Camden 1997 — 1999
BS, Finance and Accounting
Pope Paul VI High School
College Prep
Highland HS 1985 — 1987
College Prep
Hillel Herzfeld Hillel Herzfeld's Morgan Stanley Smith Barney Experience July 2006 - August 2006
Job Manager of Institutional Giving at Primary Stages
Industry Performing Arts
Experience
Primary Stages June 2015 - Present
Primary Stages July 2014 - May 2015
Primary Stages May 2013 - July 2014
Primary Stages August 2012 - May 2013
Signature Theatre Company November 2011 - August 2012
Primary Stages November 2011 - May 2012
Women's Project February 2011 - October 2011
Morgan Stanley Smith Barney July 2006 - August 2006
Skills
Raiser's Edge, Fundraising, Dramaturgy, Playwriting, Theatre, Arts Administration, Grant Writing, Performing Arts, Tessitura, Nonprofits, Theatrical Production, Shakespeare, Event Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
BA, Philosophy
Primary Stages June 2015 - Present
Primary Stages July 2014 - May 2015
Primary Stages May 2013 - July 2014
Primary Stages August 2012 - May 2013
Signature Theatre Company November 2011 - August 2012
Primary Stages November 2011 - May 2012
Women's Project February 2011 - October 2011
Morgan Stanley Smith Barney July 2006 - August 2006
Skills
Raiser's Edge, Fundraising, Dramaturgy, Playwriting, Theatre, Arts Administration, Grant Writing, Performing Arts, Tessitura, Nonprofits, Theatrical Production, Shakespeare, Event Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
BA, Philosophy
Giovanni Asaro, CFA Giovanni Asaro, CFA's Morgan Stanley Smith Barney Experience January 2007 - December 2011
Job National Accounts at Prudential Investments
Industry Financial Services
Experience
Prudential Financial May 2015 - Present
Prudential Financial 2011 - May 2015
Morgan Stanley Smith Barney January 2007 - December 2011
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics
Prudential Financial May 2015 - Present
Prudential Financial 2011 - May 2015
Morgan Stanley Smith Barney January 2007 - December 2011
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics
Vishal Jada Vishal Jada's Morgan Stanley Smith Barney Experience August 2011 - June 2015
Job Vice President at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. June 2015 - Present
Morgan Stanley Smith Barney August 2011 - June 2015
Capgemini July 2011 - June 2015
Citi May 2010 - August 2011
Deutsche Bank 2006 - 2006
Skills
QlikView, ETL, QlikView Development, Data Mining, Business Analytics
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Analytics, Finance
Rutgers University 2005 — 2009
Bachelors, Computer Engineering
The Data Warehousing Institute (TDWI) - USA
Certified Business Intelligence Professional (CBIP), Data Warehousing / Business Intelligence
JPMorgan Chase & Co. June 2015 - Present
Morgan Stanley Smith Barney August 2011 - June 2015
Capgemini July 2011 - June 2015
Citi May 2010 - August 2011
Deutsche Bank 2006 - 2006
Skills
QlikView, ETL, QlikView Development, Data Mining, Business Analytics
Education
New York University - Leonard N. Stern School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Business Analytics, Finance
Rutgers University 2005 — 2009
Bachelors, Computer Engineering
The Data Warehousing Institute (TDWI) - USA
Certified Business Intelligence Professional (CBIP), Data Warehousing / Business Intelligence
Colin Saltiel's Morgan Stanley Smith Barney Experience April 2011 - June 2012
Job Account Executive, Hospitality at Allin Corporation
Industry Information Technology and Services
Experience
Allin Corporation January 2013 - Present
Champion Solutions Group July 2012 - January 2013
Morgan Stanley Smith Barney April 2011 - June 2012
Skills
Virtualization, Cloud Computing, Market Research, Marketing Strategy, Microsoft Excel, Social Media, Event Planning, Interactive TV, Cold Calling, Sales Prospecting, PowerPoint, Customer Service, Marketing, Sales Process, Sales, Hospitality Consulting, Professional Services, Cruise Lines, Online Advertising, Account Management, Management, Sales Operations, Advertising, Leadership, New Business Development, Business Development, IT Solutions
Education
University of Florida 2010 — 2012
Bachelor of Arts (B.A.), Economics Business Administration, 3.5/4.0
Burlington County College 2009 — 2010
Associate's degree, Economics, 3.9/4.0
Hobart College 2009 — 2010
Economics, 3.75/4.0
Bishop Eustace Preparatory School 2003 — 2007
Allin Corporation January 2013 - Present
Champion Solutions Group July 2012 - January 2013
Morgan Stanley Smith Barney April 2011 - June 2012
Skills
Virtualization, Cloud Computing, Market Research, Marketing Strategy, Microsoft Excel, Social Media, Event Planning, Interactive TV, Cold Calling, Sales Prospecting, PowerPoint, Customer Service, Marketing, Sales Process, Sales, Hospitality Consulting, Professional Services, Cruise Lines, Online Advertising, Account Management, Management, Sales Operations, Advertising, Leadership, New Business Development, Business Development, IT Solutions
Education
University of Florida 2010 — 2012
Bachelor of Arts (B.A.), Economics Business Administration, 3.5/4.0
Burlington County College 2009 — 2010
Associate's degree, Economics, 3.9/4.0
Hobart College 2009 — 2010
Economics, 3.75/4.0
Bishop Eustace Preparatory School 2003 — 2007
Rachel Niedzwiecki's Morgan Stanley Smith Barney Experience December 1991 - August 1993
Job Design Engineer V / Service Manager at ADP
Industry Information Services
Experience
ADP November 2000 - Present
MetLife February 2000 - November 2000
Bear Stearns November 1998 - February 2000
UPS March 1998 - November 1998
Mercedes Benz USA August 1993 - March 1998
Morgan Stanley Smith Barney December 1991 - August 1993
New York Life Insurance Company February 1989 - December 1991
Thompson McKinnon June 1986 - February 1989
Skills
DB2, SQL Tuning, z/OS, Performance Tuning, Mainframe, Database Design, Data Modeling, COBOL, Database Administration, IBM Mainframe, ISPF, JCL, TSO, MVS, CICS, SQL, Relational Databases, Data Migration, Databases, Unix, Linux, Disaster Recovery, QMF, SDLC, AIX, Stored Procedures, Oracle, Software Development, Websphere, Testing, Business Analysis, WebSphere, IBM AIX
Education
Rutgers University-New Brunswick 1982 — 1986
BA/BA, Computer Science/Economics
ADP November 2000 - Present
MetLife February 2000 - November 2000
Bear Stearns November 1998 - February 2000
UPS March 1998 - November 1998
Mercedes Benz USA August 1993 - March 1998
Morgan Stanley Smith Barney December 1991 - August 1993
New York Life Insurance Company February 1989 - December 1991
Thompson McKinnon June 1986 - February 1989
Skills
DB2, SQL Tuning, z/OS, Performance Tuning, Mainframe, Database Design, Data Modeling, COBOL, Database Administration, IBM Mainframe, ISPF, JCL, TSO, MVS, CICS, SQL, Relational Databases, Data Migration, Databases, Unix, Linux, Disaster Recovery, QMF, SDLC, AIX, Stored Procedures, Oracle, Software Development, Websphere, Testing, Business Analysis, WebSphere, IBM AIX
Education
Rutgers University-New Brunswick 1982 — 1986
BA/BA, Computer Science/Economics
Bill Weimer Bill Weimer's Morgan Stanley Smith Barney Experience August 2010 - 2010
Job Auditor at Steel Partners
Industry Accounting
Experience
Sealed Air Corporation September 2013 - April 2014
Deloitte September 2012 - August 2013
Deloitte January 2012 - March 2012
Human Capital Institute (HCI) November 2009 - August 2010
Morgan Stanley Smith Barney August 2010 - 2010
Thought Equity Motion May 2008 - October 2009
Skills
Financial Analysis &..., Budgeting & Forecasting, Diagnostic and Problem..., Accounting, Problem Solving, Forecasting, Excel, PowerPoint, Financial Analysis, Microsoft Excel, Budgets, Business Strategy
Education
Rutgers Graduate Business School 2011 — 2012
MBA in Professional Accounting, Accounting
University of Hartford 2003 — 2007
BS, Business Administration
Sealed Air Corporation September 2013 - April 2014
Deloitte September 2012 - August 2013
Deloitte January 2012 - March 2012
Human Capital Institute (HCI) November 2009 - August 2010
Morgan Stanley Smith Barney August 2010 - 2010
Thought Equity Motion May 2008 - October 2009
Skills
Financial Analysis &..., Budgeting & Forecasting, Diagnostic and Problem..., Accounting, Problem Solving, Forecasting, Excel, PowerPoint, Financial Analysis, Microsoft Excel, Budgets, Business Strategy
Education
Rutgers Graduate Business School 2011 — 2012
MBA in Professional Accounting, Accounting
University of Hartford 2003 — 2007
BS, Business Administration
Kacey Campbell Kacey Campbell's Morgan Stanley Smith Barney Experience January 2011 - August 2012
Job Quality Assurance Manager | Project Manager Seeking New Opportunity
Industry Information Technology and Services
Experience
Kaceyco, LLC January 2011 - Present
Morgan Stanley Smith Barney January 2011 - August 2012
Lehman Brothers 2005 - 2007
UBS Wealth Management August 2000 - September 2005
UBS Wealth Management (Formerly PaineWebber Inc.) June 1995 - August 2000
UBS Wealth Management (Formerly PaineWebber Inc.) January 1993 - June 1995
UBS Wealth Management (Formerly PaineWebber Inc.) June 1988 - January 1993
Skills
SDLC, Quality Assurance, Business Analysis, Project Management, Testing, Integration, Vendor Management, Software Quality..., Management, Business Process, Software Project..., Requirements Analysis, Process Improvement, SharePoint, Training, PMO, Business Requirements, Process Engineering, Project Coordination, Offshoring, Financial Markets, IT Strategy, Resource Management, Risk Management, Requirements Gathering, User Experience, PMP, User Acceptance Testing, Software Documentation, Business Process..., Data Conversion, Social Media Marketing, Microsoft Project, Program Management, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1992
Bachelor's, Economics
Kaceyco, LLC January 2011 - Present
Morgan Stanley Smith Barney January 2011 - August 2012
Lehman Brothers 2005 - 2007
UBS Wealth Management August 2000 - September 2005
UBS Wealth Management (Formerly PaineWebber Inc.) June 1995 - August 2000
UBS Wealth Management (Formerly PaineWebber Inc.) January 1993 - June 1995
UBS Wealth Management (Formerly PaineWebber Inc.) June 1988 - January 1993
Skills
SDLC, Quality Assurance, Business Analysis, Project Management, Testing, Integration, Vendor Management, Software Quality..., Management, Business Process, Software Project..., Requirements Analysis, Process Improvement, SharePoint, Training, PMO, Business Requirements, Process Engineering, Project Coordination, Offshoring, Financial Markets, IT Strategy, Resource Management, Risk Management, Requirements Gathering, User Experience, PMP, User Acceptance Testing, Software Documentation, Business Process..., Data Conversion, Social Media Marketing, Microsoft Project, Program Management, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 1985 — 1992
Bachelor's, Economics
David Yvars, Jr., CFP®'s Morgan Stanley Smith Barney Experience June 1999 - September 1999
Job Certified Financial Planner (CFP®) at The David J Yvars Group, Inc.
Industry Financial Services
Experience
The David J. Yvars Group, Inc. June 2009 - Present
The David J Yvars Group, Inc. June 2009 - Present
UBS June 2000 - September 2004
Morgan Stanley Smith Barney June 1999 - September 1999
Skills
Portfolio Management, Investment Advisory, Trust & Estate..., Retirement Planning, Retirement Income..., IRA's, Roth IRA, Trust Services, Trust Management, Estate Planning, Estate Administration, College Savings Plans, Equity Trading, Fundamental Research, Technical Analysis, 401k, Asset Management, Asset Allocation, Diversification, Wealth Management, Strategic Financial..., Investments, Financial Advisory, Financial Services, Finance, Retirement, Microsoft Office, Microsoft Excel
Education
Rutgers Business School 2005 — 2009
Bachelor of Science, Finance, Management
Westlake High School 2001 — 2005
High School, Liberal Arts and Sciences/Liberal Studies
The David J. Yvars Group, Inc. June 2009 - Present
The David J Yvars Group, Inc. June 2009 - Present
UBS June 2000 - September 2004
Morgan Stanley Smith Barney June 1999 - September 1999
Skills
Portfolio Management, Investment Advisory, Trust & Estate..., Retirement Planning, Retirement Income..., IRA's, Roth IRA, Trust Services, Trust Management, Estate Planning, Estate Administration, College Savings Plans, Equity Trading, Fundamental Research, Technical Analysis, 401k, Asset Management, Asset Allocation, Diversification, Wealth Management, Strategic Financial..., Investments, Financial Advisory, Financial Services, Finance, Retirement, Microsoft Office, Microsoft Excel
Education
Rutgers Business School 2005 — 2009
Bachelor of Science, Finance, Management
Westlake High School 2001 — 2005
High School, Liberal Arts and Sciences/Liberal Studies
Derek Grimm, CFP®'s Morgan Stanley Smith Barney Experience December 2006 - February 2010
Job Wealth Management Advisor, Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch February 2010 - Present
Camaraderie Foundation, Inc. April 2012 - Present
Morgan Stanley Smith Barney December 2006 - February 2010
TD Ameritrade June 2002 - December 2006
US Army August 1992 - April 2004
Skills
Wealth Management, Retirement Planning, Investments, Asset Management, Asset Allocation, Investment Advisory, Investment Strategies, Retirement, Securities, Series 7, Series 63, Uniform Combined State..., Leadership, 401k Rollovers, Long Term Care Insurance
Education
Rollins College - Crummer Graduate School of Business 2001 — 2006
Master of Business Administration (M.B.A.), Finance, General
University of Central Florida 1999 — 2001
Bachelor of Business Administration (BBA), Finance, General
Lake Mary 1988 — 1992
High school diploma
Merrill Lynch February 2010 - Present
Camaraderie Foundation, Inc. April 2012 - Present
Morgan Stanley Smith Barney December 2006 - February 2010
TD Ameritrade June 2002 - December 2006
US Army August 1992 - April 2004
Skills
Wealth Management, Retirement Planning, Investments, Asset Management, Asset Allocation, Investment Advisory, Investment Strategies, Retirement, Securities, Series 7, Series 63, Uniform Combined State..., Leadership, 401k Rollovers, Long Term Care Insurance
Education
Rollins College - Crummer Graduate School of Business 2001 — 2006
Master of Business Administration (M.B.A.), Finance, General
University of Central Florida 1999 — 2001
Bachelor of Business Administration (BBA), Finance, General
Lake Mary 1988 — 1992
High school diploma
Michael Dugan Michael Dugan's Morgan Stanley Smith Barney Experience October 2010 - August 2011
Job Consultant at Acumen Solutions
Industry Information Technology and Services
Experience
Acumen Solutions February 2012 - Present
Morgan Stanley Smith Barney October 2010 - August 2011
Skills
Salesforce.com, Strategic Planning, Business Development, Program Management, Series 7, CRM, Management, Social Media Marketing, Management Consulting, Leadership, Account Management, Vendor Management, Microsoft Word, Strategic Partnerships, Business Intelligence, Customer Service, Project Management, SaaS, Business Analysis
Education
Rutgers University 2005 — 2010
Bachelor's degree, Labor and Industrial Relations
Acumen Solutions February 2012 - Present
Morgan Stanley Smith Barney October 2010 - August 2011
Skills
Salesforce.com, Strategic Planning, Business Development, Program Management, Series 7, CRM, Management, Social Media Marketing, Management Consulting, Leadership, Account Management, Vendor Management, Microsoft Word, Strategic Partnerships, Business Intelligence, Customer Service, Project Management, SaaS, Business Analysis
Education
Rutgers University 2005 — 2010
Bachelor's degree, Labor and Industrial Relations
Jabulani Lovelace Jabulani Lovelace's Morgan Stanley Smith Barney Experience June 2009 - August 2009
Job at AXA Advisors
Industry Financial Services
Experience
AXA Advisors May 2010 - Present
Morgan Stanley Smith Barney June 2009 - August 2009
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2005 — 2010
B.S., Business
AXA Advisors May 2010 - Present
Morgan Stanley Smith Barney June 2009 - August 2009
Education
Rutgers, The State University of New Jersey - Rutgers Business School 2005 — 2010
B.S., Business
Megana Reddy Megana Reddy's Morgan Stanley Smith Barney Experience July 2007 - June 2012
Job Product Manager 529 Plans/Corporate Retirement Accounts at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2012 - Present
Morgan Stanley Smith Barney July 2007 - June 2012
First Investors Corporation September 2006 - December 2006
Skills
Asset Allocation, Portfolio Management, Financial Advisory, Options, ETFs, Wealth Management, Equities, Trading Systems, Mutual Funds, Investment Strategies, Trading, Retirement Planning, Investments, Retirement, Bonds, Fixed Income, 401k, Alternative Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
Economics, Finance
J.P. Morgan June 2012 - Present
Morgan Stanley Smith Barney July 2007 - June 2012
First Investors Corporation September 2006 - December 2006
Skills
Asset Allocation, Portfolio Management, Financial Advisory, Options, ETFs, Wealth Management, Equities, Trading Systems, Mutual Funds, Investment Strategies, Trading, Retirement Planning, Investments, Retirement, Bonds, Fixed Income, 401k, Alternative Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2007
Economics, Finance
Kimberly Puleo Kimberly Puleo's Morgan Stanley Smith Barney Experience January 2012 - May 2012
Job International Sales Manager at National Tree Company
Industry Wholesale
Experience
National Tree Company January 2009 - Present
Mr. Assante's Restaurant December 2008 - October 2013
Morgan Stanley Smith Barney January 2012 - May 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Team Leadership, Customer Service, Marketing Communications, Marketing, Sales, Strategic Planning, Market Research
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Arts (B.A.), Cum Laude, Psychology and Economics, 3.56
National Tree Company January 2009 - Present
Mr. Assante's Restaurant December 2008 - October 2013
Morgan Stanley Smith Barney January 2012 - May 2012
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Team Leadership, Customer Service, Marketing Communications, Marketing, Sales, Strategic Planning, Market Research
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2012
Bachelor of Arts (B.A.), Cum Laude, Psychology and Economics, 3.56
Vera Sinanovic Vera Sinanovic's Morgan Stanley Smith Barney Experience November 2006 - January 2012
Job Commune LP
Industry Fine Art
Experience
Commune LP February 2012 - Present
Morgan Stanley Smith Barney November 2006 - January 2012
Terris Realty, LLC July 2004 - October 2006
Property Management July 1998 - June 2004
The Ferolie Group September 2001 - December 2002
Skills
Online Research, Proficient in Microsoft..., Mac OS X, Quickbooks, Reliability, Self Starter, Project Coordination, Writing Skills, Detail Orientation, Goal Oriented, Planning, Phone Etiquette, Administrative Support, Time Management, Administrative..., Project Planning, Investments, Program Management, Project Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1998 — 2002
Bachelor of Science, Management
Rutgers, The State University of New Jersey-Newark 1998 — 2002
Bachelor of Arts, Information Systems
Northern Valley Regional High School - Old Tappan, NJ 1994 — 1998
Diploma, Business
Commune LP February 2012 - Present
Morgan Stanley Smith Barney November 2006 - January 2012
Terris Realty, LLC July 2004 - October 2006
Property Management July 1998 - June 2004
The Ferolie Group September 2001 - December 2002
Skills
Online Research, Proficient in Microsoft..., Mac OS X, Quickbooks, Reliability, Self Starter, Project Coordination, Writing Skills, Detail Orientation, Goal Oriented, Planning, Phone Etiquette, Administrative Support, Time Management, Administrative..., Project Planning, Investments, Program Management, Project Management
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1998 — 2002
Bachelor of Science, Management
Rutgers, The State University of New Jersey-Newark 1998 — 2002
Bachelor of Arts, Information Systems
Northern Valley Regional High School - Old Tappan, NJ 1994 — 1998
Diploma, Business
Stephen Langone, CIPM's Morgan Stanley Smith Barney Experience April 2007 - August 2011
Job Head of Client Reporting at Wealth and Investment Management at Barclays
Industry Financial Services
Experience
Wealth and Investment Management at Barclays August 2011 - Present
Morgan Stanley Smith Barney April 2007 - August 2011
The Bank of New York Mellon October 2005 - April 2007
StatPro, Inc. September 2001 - October 2005
UBSPaineWebber, Inc. October 1990 - September 2001
Skills
Financial Services, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1985
Bachelor of Arts (B.A.), Economics
Wealth and Investment Management at Barclays August 2011 - Present
Morgan Stanley Smith Barney April 2007 - August 2011
The Bank of New York Mellon October 2005 - April 2007
StatPro, Inc. September 2001 - October 2005
UBSPaineWebber, Inc. October 1990 - September 2001
Skills
Financial Services, Investments
Education
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1985
Bachelor of Arts (B.A.), Economics
Jenn Herzog Jenn Herzog's Morgan Stanley Smith Barney Experience 1996 - 1997
Job District Manager at Z Ultimate Self Defense Studios. Call me at (310) 4412344 to see how I can help you.
Industry Health, Wellness and Fitness
Experience
Z-Ultimate Self Defense Studios April 1998 - Present
TBG Financial October 1999 - October 2000
Paine Webber 1997 - October 1999
Winkler Securities 1997 - 1998
Morgan Stanley Smith Barney 1996 - 1997
Skills
Fitness, Martial Arts, Coaching, Teaching, Personal Training, Management, Leadership Development, Personal Development, Microsoft Office, Leadership, Training, Entrepreneurship, Public Speaking, Sales, Marketing, Social Networking, Customer Service, Small Business, Team Building
Education
Rutgers University-New Brunswick
Economics
Z-Ultimate Self Defense Studios April 1998 - Present
TBG Financial October 1999 - October 2000
Paine Webber 1997 - October 1999
Winkler Securities 1997 - 1998
Morgan Stanley Smith Barney 1996 - 1997
Skills
Fitness, Martial Arts, Coaching, Teaching, Personal Training, Management, Leadership Development, Personal Development, Microsoft Office, Leadership, Training, Entrepreneurship, Public Speaking, Sales, Marketing, Social Networking, Customer Service, Small Business, Team Building
Education
Rutgers University-New Brunswick
Economics
Zax Rosenberg, CFA Zax Rosenberg, CFA's Morgan Stanley Smith Barney Experience February 2009 - October 2009
Job Research Associate at Robert W. Baird & Co.
Industry Investment Management
Experience
Robert W. Baird & Co. June 2014 - Present
Roosevelt University's Walter E. Heller College of Business July 2012 - Present
TCS Group June 2013 - May 2014
MB Investments June 2010 - May 2013
Zax's Tutoring January 2005 - August 2011
Morgan Stanley Smith Barney February 2009 - October 2009
Skills
Excel, PowerPoint, Word, Outlook, Teaching, Tutoring, Performance Reporting, Hedge Funds, Investments, Alternative Investments, Entrepreneurship, Financial Modeling, Due Diligence, Private Equity, Venture Capital, Portfolio Management, Asset Management, Asset Allocation, Bloomberg, HTML, CSS, Network Administration, Finance, Securities, Financial Markets, Economics, Strategy, Analysis, Derivatives, Valuation, Microsoft Excel, Microsoft Word, Equities
Education
Roosevelt University 2007 — 2010
Bachelor's, Finance, Accounting, Philosophy
Robert W. Baird & Co. June 2014 - Present
Roosevelt University's Walter E. Heller College of Business July 2012 - Present
TCS Group June 2013 - May 2014
MB Investments June 2010 - May 2013
Zax's Tutoring January 2005 - August 2011
Morgan Stanley Smith Barney February 2009 - October 2009
Skills
Excel, PowerPoint, Word, Outlook, Teaching, Tutoring, Performance Reporting, Hedge Funds, Investments, Alternative Investments, Entrepreneurship, Financial Modeling, Due Diligence, Private Equity, Venture Capital, Portfolio Management, Asset Management, Asset Allocation, Bloomberg, HTML, CSS, Network Administration, Finance, Securities, Financial Markets, Economics, Strategy, Analysis, Derivatives, Valuation, Microsoft Excel, Microsoft Word, Equities
Education
Roosevelt University 2007 — 2010
Bachelor's, Finance, Accounting, Philosophy
Gregory Finn Gregory Finn's Morgan Stanley Smith Barney Experience April 2010 - September 2010
Job Internal Auditor at Holman Enterprises
Industry Automotive
Experience
Holman Enterprises June 2012 - Present
Phi Kappa Psi Fraternity February 2012 - January 2013
Rowan University January 2012 - May 2012
Rowan University September 2008 - May 2012
Phi Kappa Psi Fraternity May 2010 - December 2010
Morgan Stanley Smith Barney April 2010 - September 2010
Skills
Microsoft Office, Financial Analysis, ADP, Bloomberg Terminal, Quickbooks, ACL, SAP, Excel, Access, Word, PowerPoint, Portfolio Management, Arbitration, Options Strategies, Government Accounting, IFRS, Tax Preparation, Non-profit Experience, Windows 7, Windows XP Professional, Bookkeeping, Microsoft Word, Microsoft Excel, Social Media, Financial Accounting, Accounting, QuickBooks, Auditing, Management, Financial Reporting
Education
Rowan University 2007 — 2012
Bachelor of Science, Accounting and Finance, 3.0
Holman Enterprises June 2012 - Present
Phi Kappa Psi Fraternity February 2012 - January 2013
Rowan University January 2012 - May 2012
Rowan University September 2008 - May 2012
Phi Kappa Psi Fraternity May 2010 - December 2010
Morgan Stanley Smith Barney April 2010 - September 2010
Skills
Microsoft Office, Financial Analysis, ADP, Bloomberg Terminal, Quickbooks, ACL, SAP, Excel, Access, Word, PowerPoint, Portfolio Management, Arbitration, Options Strategies, Government Accounting, IFRS, Tax Preparation, Non-profit Experience, Windows 7, Windows XP Professional, Bookkeeping, Microsoft Word, Microsoft Excel, Social Media, Financial Accounting, Accounting, QuickBooks, Auditing, Management, Financial Reporting
Education
Rowan University 2007 — 2012
Bachelor of Science, Accounting and Finance, 3.0
Thomas Monahan Thomas Monahan's Morgan Stanley Smith Barney Experience October 1999 - February 2005
Job Senior Financial Advisor
Industry Financial Services
Experience
BCG Wealth Management/BCG Securities May 2007 - Present
Morgan Stanley Smith Barney October 1999 - February 2005
Legg Mason February 1986 - October 1999
Skills
401k, Retirement, Retirement Planning, Investments, Investment Advisory
Education
Rutgers University 1978 — 1983
B.A., English/Economics
BCG Wealth Management/BCG Securities May 2007 - Present
Morgan Stanley Smith Barney October 1999 - February 2005
Legg Mason February 1986 - October 1999
Skills
401k, Retirement, Retirement Planning, Investments, Investment Advisory
Education
Rutgers University 1978 — 1983
B.A., English/Economics
Patrick Errico Patrick Errico's Morgan Stanley Smith Barney Experience January 2009 - July 2010
Job Vice President Wealth Management at Citi
Industry Financial Services
Experience
Citi January 2013 - Present
Morgan Stanley March 2012 - February 2013
Morgan Stanley July 2010 - March 2012
Morgan Stanley Smith Barney January 2009 - July 2010
Morgan Stanley Smith Barney June 2008 - January 2009
Image Solutions Inc December 2006 - May 2007
Skills
Investments, Hedge Funds, Financial Services, Mutual Funds, Finance, Trading
Education
Rutgers University-New Brunswick 2005 — 2009
Bachelor, Economics, Labor and Employment Relations
Citi January 2013 - Present
Morgan Stanley March 2012 - February 2013
Morgan Stanley July 2010 - March 2012
Morgan Stanley Smith Barney January 2009 - July 2010
Morgan Stanley Smith Barney June 2008 - January 2009
Image Solutions Inc December 2006 - May 2007
Skills
Investments, Hedge Funds, Financial Services, Mutual Funds, Finance, Trading
Education
Rutgers University-New Brunswick 2005 — 2009
Bachelor, Economics, Labor and Employment Relations
Dave Colin Dave Colin's Morgan Stanley Smith Barney Experience September 2009 - October 2010
Job Financial Advisor at UBS Financial Services
Industry Financial Services
Experience
UBS November 2010 - Present
Morgan Stanley Smith Barney September 2009 - October 2010
UBS July 2008 - April 2009
Community Volunteer Fire Company June 2006 - May 2008
Lifestar Response of New Jersey June 2005 - May 2008
Englishtown-Manalapan First Aid Squad August 2003 - February 2007
Citigroup Smith Barney June 2005 - August 2005
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
B.A., Economics & Political Science
UBS November 2010 - Present
Morgan Stanley Smith Barney September 2009 - October 2010
UBS July 2008 - April 2009
Community Volunteer Fire Company June 2006 - May 2008
Lifestar Response of New Jersey June 2005 - May 2008
Englishtown-Manalapan First Aid Squad August 2003 - February 2007
Citigroup Smith Barney June 2005 - August 2005
Education
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
B.A., Economics & Political Science
Nihad Kamal Nihad Kamal's Morgan Stanley Smith Barney Experience March 2012 - August 2012
Job Search Marketing Analyst at Assembly Media
Industry Financial Services
Experience
Horizon Media July 2015 - Present
Assembly June 2014 - July 2015
The Marketing Arm February 2011 - January 2014
Panjiva July 2013 - October 2013
World Business Lenders, LLC September 2012 - March 2013
Morgan Stanley Smith Barney March 2012 - August 2012
Thrift Investment May 2011 - August 2011
Skills
Microsoft Excel, Strategic Planning, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Data Analysis, Team Leadership, Analysis, Research, Access, Financial Modeling, Risk Management, Commercial Lending, Google Adwords, PPC, PPC Bid Management, SEM, SEO, Advertising, Marketing, Marketing Strategy, Account Management, Salesforce.com, Sales, Digital Marketing, Online Advertising, Social Media
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2012
Bachelor of Arts (B.A.), Economics
Horizon Media July 2015 - Present
Assembly June 2014 - July 2015
The Marketing Arm February 2011 - January 2014
Panjiva July 2013 - October 2013
World Business Lenders, LLC September 2012 - March 2013
Morgan Stanley Smith Barney March 2012 - August 2012
Thrift Investment May 2011 - August 2011
Skills
Microsoft Excel, Strategic Planning, Microsoft Office, PowerPoint, Customer Service, Microsoft Word, Data Analysis, Team Leadership, Analysis, Research, Access, Financial Modeling, Risk Management, Commercial Lending, Google Adwords, PPC, PPC Bid Management, SEM, SEO, Advertising, Marketing, Marketing Strategy, Account Management, Salesforce.com, Sales, Digital Marketing, Online Advertising, Social Media
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2012
Bachelor of Arts (B.A.), Economics
Maria Tsakon's Morgan Stanley Smith Barney Experience May 2007 - July 2010
Job Fund Services/Investor Services at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2015 - Present
JPMorgan Chase November 2012 - June 2015
JPMorgan Chase June 2010 - October 2012
Morgan Stanley Smith Barney May 2007 - July 2010
NASSAU BROADCASTING/WPST May 2006 - August 2006
Skills
Fixed Income, Investments, Series 7, Series 63, Mutual Funds, Wealth Management, Equities, Access, Alternative Investments, Banking, Asset Management, FINRA, Finance, Financial Services, Hedge Funds, Investment Management, Management, Microsoft Office, Private Banking, Training, Valuation, Wealth Management..., Data Analysis
Education
Rutgers University-New Brunswick 2003 — 2006
BA, Economics, Psychology (Minor)
Morgan Stanley June 2015 - Present
JPMorgan Chase November 2012 - June 2015
JPMorgan Chase June 2010 - October 2012
Morgan Stanley Smith Barney May 2007 - July 2010
NASSAU BROADCASTING/WPST May 2006 - August 2006
Skills
Fixed Income, Investments, Series 7, Series 63, Mutual Funds, Wealth Management, Equities, Access, Alternative Investments, Banking, Asset Management, FINRA, Finance, Financial Services, Hedge Funds, Investment Management, Management, Microsoft Office, Private Banking, Training, Valuation, Wealth Management..., Data Analysis
Education
Rutgers University-New Brunswick 2003 — 2006
BA, Economics, Psychology (Minor)
Gary Rudow's Morgan Stanley Smith Barney Experience May 2008 - Present
Job Sales and trading / Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2008 - Present
Bear Stearns & Co January 2003 - May 2008
Bear Stearns January 2003 - May 2008
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
BA, Economics
Morgan Stanley Smith Barney May 2008 - Present
Bear Stearns & Co January 2003 - May 2008
Bear Stearns January 2003 - May 2008
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
BA, Economics
Michael Schaffer's Morgan Stanley Smith Barney Experience September 2008 - February 2009
Job Manager, Process Management
Industry Financial Services
Experience
Capital One August 2015 - Present
ConAgra Foods January 2015 - August 2015
Capital One September 2013 - January 2015
Capital One August 2011 - September 2013
Church & Dwight November 2010 - August 2011
Church & Dwight, Co., Inc. October 2009 - November 2010
Morgan Stanley Smith Barney September 2008 - February 2009
Skills
Excel, Forecasting, Process Management, Financial Analysis, Analytics, Process Improvement, Strategic Planning, Project Management, Excel models, MS Excel Pivot Tables, Data Mining, Visio, Consumer Products, Microsoft Excel, Marketing Strategy, Segmentation, Competitive Analysis, Cross-functional Team..., Data Analysis, Business Strategy, Credit Cards, Team Building, Analysis, Business Analysis, Strategy, Product Management, Banking, Leadership, Product Development, Business Planning, Business Process..., Team Leadership, Marketing, Business Analytics, Portfolio Management
Education
Rutgers, The State University of New Jersey-Camden 2006 — 2009
Bachelor of Science, Finance, Economics
Capital One August 2015 - Present
ConAgra Foods January 2015 - August 2015
Capital One September 2013 - January 2015
Capital One August 2011 - September 2013
Church & Dwight November 2010 - August 2011
Church & Dwight, Co., Inc. October 2009 - November 2010
Morgan Stanley Smith Barney September 2008 - February 2009
Skills
Excel, Forecasting, Process Management, Financial Analysis, Analytics, Process Improvement, Strategic Planning, Project Management, Excel models, MS Excel Pivot Tables, Data Mining, Visio, Consumer Products, Microsoft Excel, Marketing Strategy, Segmentation, Competitive Analysis, Cross-functional Team..., Data Analysis, Business Strategy, Credit Cards, Team Building, Analysis, Business Analysis, Strategy, Product Management, Banking, Leadership, Product Development, Business Planning, Business Process..., Team Leadership, Marketing, Business Analytics, Portfolio Management
Education
Rutgers, The State University of New Jersey-Camden 2006 — 2009
Bachelor of Science, Finance, Economics
Timothy Pekula's Morgan Stanley Smith Barney Experience January 2005 - June 2005
Job Regional Finance Manager at ARAMARK
Industry Food & Beverages
Experience
ARAMARK Global Finance July 2010 - Present
ARAMARK Business & Industry Group March 2009 - July 2010
ARAMARK Sports & Entertainment January 2007 - March 2009
ARAMARK Sports & Entertainment September 2005 - January 2007
ARAMARK Sports & Entertainment June 2005 - September 2005
Morgan Stanley Smith Barney January 2005 - June 2005
Skills
Variance Analysis, Account Reconciliation, GAAP, Internal Audit, Accounting, Hyperion Enterprise, Auditing, Training, Accounts Receivable, Finance, Financial Reporting, Microsoft Office, Budgets, Analysis
Education
Rutgers University – Camden 2001 — 2008
BS, Accounting & Finance
ARAMARK Global Finance July 2010 - Present
ARAMARK Business & Industry Group March 2009 - July 2010
ARAMARK Sports & Entertainment January 2007 - March 2009
ARAMARK Sports & Entertainment September 2005 - January 2007
ARAMARK Sports & Entertainment June 2005 - September 2005
Morgan Stanley Smith Barney January 2005 - June 2005
Skills
Variance Analysis, Account Reconciliation, GAAP, Internal Audit, Accounting, Hyperion Enterprise, Auditing, Training, Accounts Receivable, Finance, Financial Reporting, Microsoft Office, Budgets, Analysis
Education
Rutgers University – Camden 2001 — 2008
BS, Accounting & Finance
Alex Ohlandt's Morgan Stanley Smith Barney Experience April 2010 - August 2013
Job Licensed Real Estate Salesperson at Houlihan Lawrence
Industry Financial Services
Experience
Houlihan Lawrence August 2013 - Present
Morgan Stanley Smith Barney April 2010 - August 2013
Citigroup January 2006 - January 2009
Citi September 1998 - January 2006
Skills
Series 7, Equities, Series 63, Real Estate, Investments, Real Estate License, Asset Management, Trading, Real Estate Transactions, CBR
Education
Roanoke College
Houlihan Lawrence August 2013 - Present
Morgan Stanley Smith Barney April 2010 - August 2013
Citigroup January 2006 - January 2009
Citi September 1998 - January 2006
Skills
Series 7, Equities, Series 63, Real Estate, Investments, Real Estate License, Asset Management, Trading, Real Estate Transactions, CBR
Education
Roanoke College
Frank Malfatto's Morgan Stanley Smith Barney Experience March 2011 - Present
Job Executive Director, Investment Platforms at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2011 - Present
Deutsche Bank June 2010 - March 2011
Morgan Stanley March 2007 - June 2010
UBS Wealth Management 1998 - 2007
Skills
Portfolio Management, Investment Advisory, Product Development, Program Management, Reporting & Analysis, Business Analysis, Asset Allocation, IT Risk Management, Operational Risk..., Project Management, Finance, Strategy
Education
Rutgers Grad School of Mgmt 1996 — 1998
MBA, Finance and Int'l Business
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Bachelor of Arts, Economics and History
Morgan Stanley Smith Barney March 2011 - Present
Deutsche Bank June 2010 - March 2011
Morgan Stanley March 2007 - June 2010
UBS Wealth Management 1998 - 2007
Skills
Portfolio Management, Investment Advisory, Product Development, Program Management, Reporting & Analysis, Business Analysis, Asset Allocation, IT Risk Management, Operational Risk..., Project Management, Finance, Strategy
Education
Rutgers Grad School of Mgmt 1996 — 1998
MBA, Finance and Int'l Business
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
Bachelor of Arts, Economics and History
Bradley Shaw's Morgan Stanley Smith Barney Experience January 1999 - June 2010
Job Director at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2012 - Present
Witter Partners January 2011 - March 2012
Morgan Stanley Smith Barney January 1999 - June 2010
Legg Mason 2006 - 2008
Smith Barney January 1995 - January 1999
Smith Barney January 1994 - January 1995
Arthur Anderson January 1992 - January 1994
Skills
Securities License 7,..., Equities, Economics, Banking, Hedge Funds, Investment Advisory, Mutual Funds, Portfolio Management, Financial Services, Finance, Asset Management
Education
Roger Williams University
BS, Business Administration / Minor - Finance & Economics
UBS Wealth Management April 2012 - Present
Witter Partners January 2011 - March 2012
Morgan Stanley Smith Barney January 1999 - June 2010
Legg Mason 2006 - 2008
Smith Barney January 1995 - January 1999
Smith Barney January 1994 - January 1995
Arthur Anderson January 1992 - January 1994
Skills
Securities License 7,..., Equities, Economics, Banking, Hedge Funds, Investment Advisory, Mutual Funds, Portfolio Management, Financial Services, Finance, Asset Management
Education
Roger Williams University
BS, Business Administration / Minor - Finance & Economics
Christopher Arena's Morgan Stanley Smith Barney Experience May 2005 - November 2011
Job Director at KKR
Industry Financial Services
Experience
KKR November 2011 - Present
Morgan Stanley Smith Barney May 2005 - November 2011
Merrill Lynch May 2000 - April 2005
Deutsche Bank June 1993 - May 2004
Skills
Hedge Funds, Valuation, Alternative Investments, Bloomberg, Investments, Fixed Income, Asset Managment, Asset Management, Equities, Portfolio Management, Capital Markets, Financial Modeling, Investment Banking, Private Equity, Derivatives
Education
Rowan University
BA, Economics
KKR November 2011 - Present
Morgan Stanley Smith Barney May 2005 - November 2011
Merrill Lynch May 2000 - April 2005
Deutsche Bank June 1993 - May 2004
Skills
Hedge Funds, Valuation, Alternative Investments, Bloomberg, Investments, Fixed Income, Asset Managment, Asset Management, Equities, Portfolio Management, Capital Markets, Financial Modeling, Investment Banking, Private Equity, Derivatives
Education
Rowan University
BA, Economics
Vincent Ronga's Morgan Stanley Smith Barney Experience October 2009 - June 2010
Job CFO Program Services Program manager at CreditSuisse
Industry Financial Services
Experience
Credit-Suisse December 2013 - Present
Credit Suisse February 2012 - November 2013
EY June 2010 - February 2012
Morgan Stanley Smith Barney October 2009 - June 2010
Ernst & Young April 2007 - October 2009
Wilshire Asset Management LP May 2002 - March 2007
JPMorgan Chase March 1995 - June 2002
Education
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1984
Credit-Suisse December 2013 - Present
Credit Suisse February 2012 - November 2013
EY June 2010 - February 2012
Morgan Stanley Smith Barney October 2009 - June 2010
Ernst & Young April 2007 - October 2009
Wilshire Asset Management LP May 2002 - March 2007
JPMorgan Chase March 1995 - June 2002
Education
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1984
Askari Imam's Morgan Stanley Smith Barney Experience 1999 - 2000
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2008 - Present
Bear Stearns March 2000 - May 2008
Morgan Stanley Smith Barney 1999 - 2000
Merrill Lynch June 1999 - September 1999
Skills
Asset Management, Business Analysis, Back Office, Derivatives, Electronic Trading, Equity Trading, FIX, FX Options, Financial Services, Financial Markets
Education
Rutgers University-New Brunswick 1995 — 1999
Brooklyn Technical High School 1991 — 1995
JP Morgan June 2008 - Present
Bear Stearns March 2000 - May 2008
Morgan Stanley Smith Barney 1999 - 2000
Merrill Lynch June 1999 - September 1999
Skills
Asset Management, Business Analysis, Back Office, Derivatives, Electronic Trading, Equity Trading, FIX, FX Options, Financial Services, Financial Markets
Education
Rutgers University-New Brunswick 1995 — 1999
Brooklyn Technical High School 1991 — 1995
Robert O'Such's Morgan Stanley Smith Barney Experience September 2002 - July 2011
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2011 - Present
Morgan Stanley Smith Barney September 2002 - July 2011
Computershare December 2000 - September 2002
Merrill Lynch June 1992 - December 2000
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
BS, Economics
Bank of America Merrill Lynch August 2011 - Present
Morgan Stanley Smith Barney September 2002 - July 2011
Computershare December 2000 - September 2002
Merrill Lynch June 1992 - December 2000
Education
Rutgers, The State University of New Jersey-New Brunswick 1987 — 1991
BS, Economics
Sam A. Shrem's Morgan Stanley Smith Barney Experience July 2009 - September 2009
Job Buyer
Industry Retail
Experience
Five & Under March 2015 - Present
CoSaMo October 2012 - December 2014
Morgan Stanley Smith Barney July 2009 - September 2009
GunnAllen Financial June 2008 - October 2008
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Sales, Customer Service, Microsoft Office, Research, Social Media, Inventory Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2011
Bachelors of Arts and Sciences, Communication and Media Studies
Five & Under March 2015 - Present
CoSaMo October 2012 - December 2014
Morgan Stanley Smith Barney July 2009 - September 2009
GunnAllen Financial June 2008 - October 2008
Skills
Outlook, PowerPoint, Microsoft Excel, Microsoft Word, Sales, Customer Service, Microsoft Office, Research, Social Media, Inventory Management
Education
Rutgers, The State University of New Jersey-New Brunswick 2008 — 2011
Bachelors of Arts and Sciences, Communication and Media Studies
Chris Norris, CIMA®, CRPS®'s Morgan Stanley Smith Barney Experience June 2008 - August 2012
Job Internal Advisor Consultant at PIMCO
Industry Financial Services
Experience
PIMCO June 2013 - Present
Morgan Stanley June 2012 - June 2013
Morgan Stanley Smith Barney June 2008 - August 2012
Johnson & Johnson May 2007 - May 2008
Skills
Retirement, Financial Services, Series 7, IRAs, Financial Advisory, Mutual Funds, Uniform Combined State..., Defined Contribution, Defined Benefit, Wealth Management, Pension Administration, Investment Advisory, Asset Allocation, Securities, CRPS, Retirement Planning, FINRA, Series 65, Series 66, CISP, Series 6, Certified Investment...
Education
Rutgers University 2004 — 2008
Bachelor of Science, Business Management
Watchung Hills Regional High School 2000 — 2004
PIMCO June 2013 - Present
Morgan Stanley June 2012 - June 2013
Morgan Stanley Smith Barney June 2008 - August 2012
Johnson & Johnson May 2007 - May 2008
Skills
Retirement, Financial Services, Series 7, IRAs, Financial Advisory, Mutual Funds, Uniform Combined State..., Defined Contribution, Defined Benefit, Wealth Management, Pension Administration, Investment Advisory, Asset Allocation, Securities, CRPS, Retirement Planning, FINRA, Series 65, Series 66, CISP, Series 6, Certified Investment...
Education
Rutgers University 2004 — 2008
Bachelor of Science, Business Management
Watchung Hills Regional High School 2000 — 2004
Andy Beck's Morgan Stanley Smith Barney Experience June 2009 - May 2010
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2013 - Present
UBS Wealth Management April 2011 - April 2013
Morgan Stanley Smith Barney June 2009 - May 2010
Citi February 2004 - June 2009
Smith Barney October 1995 - February 2004
Shearson Lehman Brothers July 1990 - October 1995
Skills
Wealth Management, Deferred Compensation, Mutual Funds, Employee Benefits, Succession Planning, Talent Management, Series 7, Performance Management, Series 63, Human Resources, Employee Relations, HRIS, Mergers & Acquisitions, Workforce Planning, Strategy, Change Management, Leadership, Personnel Management, Executive Management, Financial Services, Investments, Vendor Management, Asset Management, Hedge Funds, Equities, Portfolio Management, FINRA, Management, Alternative Investments, Retirement Planning, Securities, HR Policies, Organizational Design, Business Strategy, Insurance, Recruiting, Strategic Planning, Risk Management, Investment Banking, Strategic Financial..., Relationship Management, 401k, Banking, Capital Markets, Private Banking, Pensions, Onboarding
Education
Rider University 1986 — 1990
BS, Human Resources Management, Management and Organizational Behavior
JPMorgan Chase June 2013 - Present
UBS Wealth Management April 2011 - April 2013
Morgan Stanley Smith Barney June 2009 - May 2010
Citi February 2004 - June 2009
Smith Barney October 1995 - February 2004
Shearson Lehman Brothers July 1990 - October 1995
Skills
Wealth Management, Deferred Compensation, Mutual Funds, Employee Benefits, Succession Planning, Talent Management, Series 7, Performance Management, Series 63, Human Resources, Employee Relations, HRIS, Mergers & Acquisitions, Workforce Planning, Strategy, Change Management, Leadership, Personnel Management, Executive Management, Financial Services, Investments, Vendor Management, Asset Management, Hedge Funds, Equities, Portfolio Management, FINRA, Management, Alternative Investments, Retirement Planning, Securities, HR Policies, Organizational Design, Business Strategy, Insurance, Recruiting, Strategic Planning, Risk Management, Investment Banking, Strategic Financial..., Relationship Management, 401k, Banking, Capital Markets, Private Banking, Pensions, Onboarding
Education
Rider University 1986 — 1990
BS, Human Resources Management, Management and Organizational Behavior
Alex Dunlap's Morgan Stanley Smith Barney Experience April 2011 - Present
Job Private Bank SE Region Manager
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2011 - Present
Merrill Lynch 2003 - 2011
WaMu 2002 - 2003
Skills
Series 7, Series 24, Series 63, Series 66, Commercial Lending, Residential Mortgages, Financial Sales
Education
Rollins College - Crummer Graduate School of Business 2001 — 2003
Master of Business Administration (M.B.A.), Finance
The University of Tennessee at Chattanooga 1995 — 2001
Bachelor of Arts (BA), Foreign Languages and Literatures, General
The McCallie School 1989 — 1995
Morgan Stanley Smith Barney April 2011 - Present
Merrill Lynch 2003 - 2011
WaMu 2002 - 2003
Skills
Series 7, Series 24, Series 63, Series 66, Commercial Lending, Residential Mortgages, Financial Sales
Education
Rollins College - Crummer Graduate School of Business 2001 — 2003
Master of Business Administration (M.B.A.), Finance
The University of Tennessee at Chattanooga 1995 — 2001
Bachelor of Arts (BA), Foreign Languages and Literatures, General
The McCallie School 1989 — 1995
Victoria Blanchard's Morgan Stanley Smith Barney Experience March 2011 - August 2012
Job Senior Marketing Coordinator at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group April 2013 - Present
Morgan Stanley Smith Barney March 2011 - August 2012
Morgan Stanley Smith Barney November 2009 - March 2011
Rowan University September 2005 - May 2009
Performance Marketing May 2007 - August 2007
Skills
Series 7
Education
Rowan University 2005 — 2009
B.S., Marketing, Psychology, 3.88
Ieseg School of Management 2008 — 2008
Principal Financial Group April 2013 - Present
Morgan Stanley Smith Barney March 2011 - August 2012
Morgan Stanley Smith Barney November 2009 - March 2011
Rowan University September 2005 - May 2009
Performance Marketing May 2007 - August 2007
Skills
Series 7
Education
Rowan University 2005 — 2009
B.S., Marketing, Psychology, 3.88
Ieseg School of Management 2008 — 2008
Michael Kosup's Morgan Stanley Smith Barney Experience April 2011 - Present
Job Private Banker at Morgan Stanley Private Bank
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2011 - Present
Construction Risk Partners August 2009 - April 2011
Merrill Lynch June 2006 - August 2009
Skills
Series 7, Uniform Combined State..., Series 63, Wealth Management, Mutual Funds, Retirement Planning, Securities, Series 66, Credit, Mortgage Lending, Commercial Lending, Consumer Lending, Small Business Lending, Asset Based Lending, Securities Lending, Real Estate Lending, Letters of Credit, Lines Of Credit
Education
Rutgers University 2002 — 2006
Bachelor of Arts (B.A.), Marketing
Morgan Stanley Smith Barney April 2011 - Present
Construction Risk Partners August 2009 - April 2011
Merrill Lynch June 2006 - August 2009
Skills
Series 7, Uniform Combined State..., Series 63, Wealth Management, Mutual Funds, Retirement Planning, Securities, Series 66, Credit, Mortgage Lending, Commercial Lending, Consumer Lending, Small Business Lending, Asset Based Lending, Securities Lending, Real Estate Lending, Letters of Credit, Lines Of Credit
Education
Rutgers University 2002 — 2006
Bachelor of Arts (B.A.), Marketing
Francis Dunn, CFP's Morgan Stanley Smith Barney Experience July 2006 - Present
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2006 - Present
Merrill Lynch September 1999 - July 2006
Education
Rider University 1992 — 1997
Bachelors of Science, Marketing
Morgan Stanley Smith Barney July 2006 - Present
Merrill Lynch September 1999 - July 2006
Education
Rider University 1992 — 1997
Bachelors of Science, Marketing
Dan Meehan, CFP®, CPWA®, CRPS®'s Morgan Stanley Smith Barney Experience 2005 - 2011
Job Vice President Wealth Management, Senior Portfolio Manager
Industry Financial Services
Experience
UBS Wealth Management May 2012 - Present
Morgan Stanley Wealth Management January 2011 - 2012
Morgan Stanley Smith Barney 2005 - 2011
Education
The University of Chicago Booth School of Business 2013 — 2013
CERTIFIED PRIVATE WEALTH ADVISOR, Financial Planning and Services
Rowan University
Bachelor of Science (B.S.), Finance, General
Washington Township High School
UBS Wealth Management May 2012 - Present
Morgan Stanley Wealth Management January 2011 - 2012
Morgan Stanley Smith Barney 2005 - 2011
Education
The University of Chicago Booth School of Business 2013 — 2013
CERTIFIED PRIVATE WEALTH ADVISOR, Financial Planning and Services
Rowan University
Bachelor of Science (B.S.), Finance, General
Washington Township High School
Brian Watts's Morgan Stanley Smith Barney Experience 2006 - Present
Job Director of Institutional Research at Morgan Stanley Smith Barney/Graystone
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2006 - Present
Citi 2006 - 2009
Merrill Lynch 1994 - 2006
Skills
Conducting Research on...
Education
NASD 2006 — 2006
Series, 7, 24, 66
CFA Institute 1994 — 1996
CFA
Rutgers, The State University of New Jersey-New Brunswick
MBA
Rutgers, The State University of New Jersey-New Brunswick
BS
Morgan Stanley Smith Barney 2006 - Present
Citi 2006 - 2009
Merrill Lynch 1994 - 2006
Skills
Conducting Research on...
Education
NASD 2006 — 2006
Series, 7, 24, 66
CFA Institute 1994 — 1996
CFA
Rutgers, The State University of New Jersey-New Brunswick
MBA
Rutgers, The State University of New Jersey-New Brunswick
BS
Nancy M. Long's Morgan Stanley Smith Barney Experience March 1997 - March 1998
Job Experienced Executive Assistant
Industry Executive Office
Experience
Centex Corporation March 2002 - September 2009
PricewaterhouseCoopers April 1998 - October 2001
Morgan Stanley Smith Barney March 1997 - March 1998
Skills
Financial Reporting, Outlook, Access, Lotus Notes, Microsoft Excel, Administrative..., Customer Service, Management, Invoicing, Accounting, Project Planning, Budgets, Time Management, Office Management, Account Reconciliation, Software Documentation, Analysis, Travel Arrangements, Microsoft Word, PowerPoint, Financial Analysis, Team Building, Process Scheduler, Purchasing, Process Improvement
Education
Richland Community College
Centex Corporation March 2002 - September 2009
PricewaterhouseCoopers April 1998 - October 2001
Morgan Stanley Smith Barney March 1997 - March 1998
Skills
Financial Reporting, Outlook, Access, Lotus Notes, Microsoft Excel, Administrative..., Customer Service, Management, Invoicing, Accounting, Project Planning, Budgets, Time Management, Office Management, Account Reconciliation, Software Documentation, Analysis, Travel Arrangements, Microsoft Word, PowerPoint, Financial Analysis, Team Building, Process Scheduler, Purchasing, Process Improvement
Education
Richland Community College
Charman Hayes's Morgan Stanley Smith Barney Experience August 2010 - August 2014
Job Vice President HR at Brown Brothers Harriman
Industry Human Resources
Experience
Brown Brothers Harriman September 2014 - Present
Morgan Stanley Smith Barney August 2010 - August 2014
Barclays Wealth December 2008 - August 2010
Lehman Brothers 2006 - 2008
JPMorgan Chase September 2001 - July 2006
Skills
Performance Management, Onboarding, Talent Management, Employee Relations, Management, Leadership, Employee Engagement, Change Management, Personnel Management, Talent Acquisition
Education
Columbia University 2000 — 2002
MSSW
Rosemont College 1996 — 2000
BA, Sociology
Brown Brothers Harriman September 2014 - Present
Morgan Stanley Smith Barney August 2010 - August 2014
Barclays Wealth December 2008 - August 2010
Lehman Brothers 2006 - 2008
JPMorgan Chase September 2001 - July 2006
Skills
Performance Management, Onboarding, Talent Management, Employee Relations, Management, Leadership, Employee Engagement, Change Management, Personnel Management, Talent Acquisition
Education
Columbia University 2000 — 2002
MSSW
Rosemont College 1996 — 2000
BA, Sociology
Bill Stamler's Morgan Stanley Smith Barney Experience July 2008 - Present
Job VP Client Management at Citi Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2008 - Present
Morgan Stanley 1998 - 2008
Merrill Lynch 1989 - 1998
Mutual Benefit Life 1986 - 1989
Education
PLHS
Rutgers University-New Brunswick
BS, Business and Agricultural Economics
Morgan Stanley Smith Barney July 2008 - Present
Morgan Stanley 1998 - 2008
Merrill Lynch 1989 - 1998
Mutual Benefit Life 1986 - 1989
Education
PLHS
Rutgers University-New Brunswick
BS, Business and Agricultural Economics
Bridget A. Basilico's Morgan Stanley Smith Barney Experience May 1986 - Present
Job Assistant Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 1986 - Present
Education
Rowan University 1971 — 1975
B.A., Education
Columbia High School 1969 — 1971
Morgan Stanley Smith Barney May 1986 - Present
Education
Rowan University 1971 — 1975
B.A., Education
Columbia High School 1969 — 1971
Sukh Dherari's Morgan Stanley Smith Barney Experience June 2010 - October 2010
Job Investment Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch October 2011 - Present
Morgan Stanley Smith Barney June 2010 - October 2010
Edgewood Partners January 2010 - June 2010
The Bank of New York Mellon March 2008 - December 2008
Carfaro Inc March 2006 - October 2007
Commerce Bank January 2002 - November 2005
Education
Rowan University 2002 — 2004
Business
Rowan University
Bachelor of Science, Business Administration / Marketing
Merrill Lynch October 2011 - Present
Morgan Stanley Smith Barney June 2010 - October 2010
Edgewood Partners January 2010 - June 2010
The Bank of New York Mellon March 2008 - December 2008
Carfaro Inc March 2006 - October 2007
Commerce Bank January 2002 - November 2005
Education
Rowan University 2002 — 2004
Business
Rowan University
Bachelor of Science, Business Administration / Marketing
Barry Monblatt's Morgan Stanley Smith Barney Experience 1980 - Present
Job Sr. Vice President @ Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 1980 - Present
Education
Rider University 1961 — 1965
B.S. in Commerce, Business
Morgan Stanley Smith Barney 1980 - Present
Education
Rider University 1961 — 1965
B.S. in Commerce, Business
Kwangsoo Kim's Morgan Stanley Smith Barney Experience June 2009 - May 2011
Job Compliance Consultant
Industry Financial Services
Experience
Wells Fargo Securities May 2011 - Present
Frank Cafasso 2003 - 2014
Morgan Stanley Smith Barney June 2009 - May 2011
Smith Barney January 2006 - May 2009
Smith Barney April 2004 - December 2005
Twenty-First Securities Corporation September 2001 - September 2003
Axis West LLC May 1999 - May 2001
Susquehanna International Group June 1996 - April 1999
Skills
Bloomberg, Derivatives, Equities, Financial Modeling, Fixed Income, Options, Portfolio Management, Securities, Trading
Education
Rutgers University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Cherry Hill East 1982 — 1986
Wells Fargo Securities May 2011 - Present
Frank Cafasso 2003 - 2014
Morgan Stanley Smith Barney June 2009 - May 2011
Smith Barney January 2006 - May 2009
Smith Barney April 2004 - December 2005
Twenty-First Securities Corporation September 2001 - September 2003
Axis West LLC May 1999 - May 2001
Susquehanna International Group June 1996 - April 1999
Skills
Bloomberg, Derivatives, Equities, Financial Modeling, Fixed Income, Options, Portfolio Management, Securities, Trading
Education
Rutgers University 1986 — 1990
Bachelor of Arts (B.A.), Economics
Cherry Hill East 1982 — 1986
Sophie Kamerkar's Morgan Stanley Smith Barney Experience 2011 - 2013
Job Technology Manager
Industry Information Technology and Services
Experience
Morgan Stanley Smith Barney 2011 - 2013
Goldman Sachs 1996 - 2009
Bell Communications Research 1991 - 1996
Skills
Management, Team Leadership, Project Management, Business Analysis, Java, Budgets, Security, Databases, IT Strategy, Business Intelligence, Requirements Analysis, SDLC, Software Project..., Enterprise Architecture, Software Development, Vendor Management
Education
Stanford University 1991 — 1992
MS, Computer Science
Rutgers University-New Brunswick 1987 — 1991
BA, Computer Science & Mathematics
Morgan Stanley Smith Barney 2011 - 2013
Goldman Sachs 1996 - 2009
Bell Communications Research 1991 - 1996
Skills
Management, Team Leadership, Project Management, Business Analysis, Java, Budgets, Security, Databases, IT Strategy, Business Intelligence, Requirements Analysis, SDLC, Software Project..., Enterprise Architecture, Software Development, Vendor Management
Education
Stanford University 1991 — 1992
MS, Computer Science
Rutgers University-New Brunswick 1987 — 1991
BA, Computer Science & Mathematics
T.J. Piggott's Morgan Stanley Smith Barney Experience April 2010 - August 2011
Job Senior Investment Management
Industry Investment Management
Experience
Motley Fool Wealth Management December 2014 - Present
RBC Wealth Management February 2012 - December 2014
Morgan Stanley Smith Barney April 2010 - August 2011
Morgan Stanley Smith Barney September 2008 - April 2010
Citigroup Smith Barney April 2006 - September 2008
Skills
Series 7, Series 66, Variable Annuities, Portfolio Management, Equity Research Analysis, Life & Health Insurance..., Mutual Funds, Financial Analysis, Sales, Financial Services
Education
Roanoke College 2002 — 2005
BBA, Business Administration
Motley Fool Wealth Management December 2014 - Present
RBC Wealth Management February 2012 - December 2014
Morgan Stanley Smith Barney April 2010 - August 2011
Morgan Stanley Smith Barney September 2008 - April 2010
Citigroup Smith Barney April 2006 - September 2008
Skills
Series 7, Series 66, Variable Annuities, Portfolio Management, Equity Research Analysis, Life & Health Insurance..., Mutual Funds, Financial Analysis, Sales, Financial Services
Education
Roanoke College 2002 — 2005
BBA, Business Administration
karol tariska's Morgan Stanley Smith Barney Experience April 1997 - March 1998
Job Operations Risk Manager at Standard Chartered Bank
Industry Banking
Experience
Standard Chartered Bank May 2010 - Present
GoldenTree Asset Management April 2006 - July 2009
GoldenTree Asset Management April 2006 - July 2009
Lord Abbett February 2000 - April 2006
Lord Abbett & Co February 2000 - April 2006
Prudential Insurance Co March 1998 - February 2000
Morgan Stanley Smith Barney April 1997 - March 1998
Bloomberg Financial Markets January 1993 - January 1997
Education
Rider University 1990 — 1994
New York University
Rider University
Masters, Business Administration; Business Administration; Finance
Rider University
Bachelor of Science, Finance
School of Continuing Education
International Business & Finance
Standard Chartered Bank May 2010 - Present
GoldenTree Asset Management April 2006 - July 2009
GoldenTree Asset Management April 2006 - July 2009
Lord Abbett February 2000 - April 2006
Lord Abbett & Co February 2000 - April 2006
Prudential Insurance Co March 1998 - February 2000
Morgan Stanley Smith Barney April 1997 - March 1998
Bloomberg Financial Markets January 1993 - January 1997
Education
Rider University 1990 — 1994
New York University
Rider University
Masters, Business Administration; Business Administration; Finance
Rider University
Bachelor of Science, Finance
School of Continuing Education
International Business & Finance
Sahydi Garcia's Morgan Stanley Smith Barney Experience December 2010 - Present
Job Technology Project Manager
Industry Information Technology and Services
Experience
Morgan Stanley September 2013 - Present
Morgan Stanley Smith Barney December 2010 - Present
Digital Sandbox June 2009 - December 2010
Morgan Stanley May 2004 - June 2009
Avaya October 2000 - February 2004
Skills
Business Development, Sourcing, Account Management, Sales, Vendor Management, Business Analysis, Risk Management, Financial Services, Process Improvement, Program Management, Disaster Recovery, Project Management
Education
Rutgers University-New Brunswick
BA, English, Criminology
Morgan Stanley September 2013 - Present
Morgan Stanley Smith Barney December 2010 - Present
Digital Sandbox June 2009 - December 2010
Morgan Stanley May 2004 - June 2009
Avaya October 2000 - February 2004
Skills
Business Development, Sourcing, Account Management, Sales, Vendor Management, Business Analysis, Risk Management, Financial Services, Process Improvement, Program Management, Disaster Recovery, Project Management
Education
Rutgers University-New Brunswick
BA, English, Criminology
Kevin Gaffey's Morgan Stanley Smith Barney Experience 2012 - 2012
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
Merrill Lynch October 2013 - Present
Soccer Referee January 2001 - October 2013
Morgan Stanley Smith Barney 2012 - 2012
Ruotolo, Spewak & Co. 2010 - 2010
Skills
Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Customer Service, Research, QuickBooks, Higher Education, Accounting, Financial Analysis
Education
Rowan University 2007 — 2011
Bachelor of Science (BS), Accounting
Freehold Borough High School 2003 — 2007
General Education
Merrill Lynch January 2014 - Present
Merrill Lynch October 2013 - Present
Soccer Referee January 2001 - October 2013
Morgan Stanley Smith Barney 2012 - 2012
Ruotolo, Spewak & Co. 2010 - 2010
Skills
Microsoft Office, Microsoft Excel, Social Media, PowerPoint, Microsoft Word, Customer Service, Research, QuickBooks, Higher Education, Accounting, Financial Analysis
Education
Rowan University 2007 — 2011
Bachelor of Science (BS), Accounting
Freehold Borough High School 2003 — 2007
General Education
Michael Jasnosz's Morgan Stanley Smith Barney Experience February 2002 - June 2003
Job Director, Equities Compliance at Société Générale
Industry Banking
Experience
Société Générale January 2015 - Present
UBS Investment Bank July 2013 - December 2014
Credit Suisse September 2005 - July 2013
OppenheimerFunds June 2003 - September 2005
Morgan Stanley Smith Barney February 2002 - June 2003
Skills
Series 7, Series 63, Series 55, Series 4, FINRA, Swaps, Financial Advisory, Prime Brokerage, Portfolio Management, Financial Services, Wealth Management...
Education
Rutgers University-New Brunswick
BA, Econometrics and Quantitative Economics
Société Générale January 2015 - Present
UBS Investment Bank July 2013 - December 2014
Credit Suisse September 2005 - July 2013
OppenheimerFunds June 2003 - September 2005
Morgan Stanley Smith Barney February 2002 - June 2003
Skills
Series 7, Series 63, Series 55, Series 4, FINRA, Swaps, Financial Advisory, Prime Brokerage, Portfolio Management, Financial Services, Wealth Management...
Education
Rutgers University-New Brunswick
BA, Econometrics and Quantitative Economics
Michael P. Orihel's Morgan Stanley Smith Barney Experience February 2009 - June 2012
Job Investment Management at BlackRock
Industry Financial Services
Experience
BlackRock June 2012 - Present
Morgan Stanley Smith Barney February 2009 - June 2012
Merrill Lynch October 2008 - January 2009
Baltimore Mariners February 2008 - July 2008
Ameriprise Financial Advisors May 2006 - September 2007
Skills
Financial Planning, Investments, Wealth Management, Comprehensive Planning, Comprehensive Wealth..., Asset Management, Retirement Planning, Financial Advisory, Portfolio Management, Estate Planning, Financial Analysis, Retirement Services, Asset Managment, Small Business, Public Speaking, 401 K Rollovers, Mutual Funds, Alternative Investments, Long Term Care, Fixed Income, Equities, Insurance, Series 7, Series 66, Strategic Financial...
Education
Rowan University 2002 — 2006
BS
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2002
BlackRock June 2012 - Present
Morgan Stanley Smith Barney February 2009 - June 2012
Merrill Lynch October 2008 - January 2009
Baltimore Mariners February 2008 - July 2008
Ameriprise Financial Advisors May 2006 - September 2007
Skills
Financial Planning, Investments, Wealth Management, Comprehensive Planning, Comprehensive Wealth..., Asset Management, Retirement Planning, Financial Advisory, Portfolio Management, Estate Planning, Financial Analysis, Retirement Services, Asset Managment, Small Business, Public Speaking, 401 K Rollovers, Mutual Funds, Alternative Investments, Long Term Care, Fixed Income, Equities, Insurance, Series 7, Series 66, Strategic Financial...
Education
Rowan University 2002 — 2006
BS
University of New Hampshire -- Peter T. Paul College of Business and Economics 2001 — 2002
Denise Gabay Otten's Morgan Stanley Smith Barney Experience July 2005 - August 2010
Job Wealth Advisor & Author of "CURING COURTNEY: Doctors Couldn't Save Her...So Her Mom Did"
Industry Financial Services
Experience
Elite Wealth Strategies August 2010 - Present
Morgan Stanley Smith Barney July 2005 - August 2010
A.G.Edwards September 2001 - July 2005
CNBC February 1989 - July 1990
Skills
Asset Allocation, Series 7, Strategic Financial..., Mutual Funds
Education
Rutgers University
Bachelors of Journalism
Elite Wealth Strategies August 2010 - Present
Morgan Stanley Smith Barney July 2005 - August 2010
A.G.Edwards September 2001 - July 2005
CNBC February 1989 - July 1990
Skills
Asset Allocation, Series 7, Strategic Financial..., Mutual Funds
Education
Rutgers University
Bachelors of Journalism
Nick Boccella's Morgan Stanley Smith Barney Experience March 1983 - April 2012
Job Managing Partner, Portfolio Manager, Marquis Wealth Advisors,LLC
Industry Financial Services
Experience
Marquis Wealth Advisors, LLC May 2012 - Present
Children's Specialized Hospital Foundation January 2012 - December 2014
Children's Specialized Hospital January 2012 - December 2014
Children's Specialized Hospital Foundation January 2004 - December 2014
Morgan Stanley Smith Barney March 1983 - April 2012
Fairmount Country Club January 2002 - December 2007
Skills
Wealth Management, Asset Management, Asset Allocation, Finance, Financial Services
Education
Roanoke College 1967 — 1971
bachelor of arts, psychology
Holy Ghost Preparatory School 1963 — 1967
High School Graduate
Marquis Wealth Advisors, LLC May 2012 - Present
Children's Specialized Hospital Foundation January 2012 - December 2014
Children's Specialized Hospital January 2012 - December 2014
Children's Specialized Hospital Foundation January 2004 - December 2014
Morgan Stanley Smith Barney March 1983 - April 2012
Fairmount Country Club January 2002 - December 2007
Skills
Wealth Management, Asset Management, Asset Allocation, Finance, Financial Services
Education
Roanoke College 1967 — 1971
bachelor of arts, psychology
Holy Ghost Preparatory School 1963 — 1967
High School Graduate
Anne McNiel's Morgan Stanley Smith Barney Experience May 2010 - October 2010
Job Student Rutgers Business School
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2010 - October 2010
UNF Golf Camp and Nike Golf Camp June 2009 - August 2009
Ross Stores, Inc May 2008 - August 2008
Hidden Hills Country Club May 2006 - August 2006
Education
Rutgers University-New Brunswick 2008 — 2012
Management and Global Business
Stanton College Preparatory School
Morgan Stanley Smith Barney May 2010 - October 2010
UNF Golf Camp and Nike Golf Camp June 2009 - August 2009
Ross Stores, Inc May 2008 - August 2008
Hidden Hills Country Club May 2006 - August 2006
Education
Rutgers University-New Brunswick 2008 — 2012
Management and Global Business
Stanton College Preparatory School
Sagar Singh's Morgan Stanley Smith Barney Experience July 2010 - September 2010
Job Software Engineer at Host Committee
Industry Computer Software
Experience
Host Committee September 2014 - Present
Verizon Wireless February 2013 - September 2014
Verizon Wireless September 2011 - February 2013
Rutgers University March 2010 - May 2011
Morgan Stanley Smith Barney July 2010 - September 2010
Skills
ElasticSearch, Java, Linux, SQL, C, JavaScript, MySQL, HTML, Advanced CSS, C++, XML, jQuery, Programming, Bootstrap, CSS
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Science (BS), Computer Science
Host Committee September 2014 - Present
Verizon Wireless February 2013 - September 2014
Verizon Wireless September 2011 - February 2013
Rutgers University March 2010 - May 2011
Morgan Stanley Smith Barney July 2010 - September 2010
Skills
ElasticSearch, Java, Linux, SQL, C, JavaScript, MySQL, HTML, Advanced CSS, C++, XML, jQuery, Programming, Bootstrap, CSS
Education
Rutgers, The State University of New Jersey-New Brunswick 2007 — 2011
Bachelor of Science (BS), Computer Science
Sean Timpy's Morgan Stanley Smith Barney Experience January 2010 - January 2011
Job VP of Finance at Scratch Music Group
Industry Consumer Services
Experience
Scratch Music Group April 2011 - Present
Morgan Stanley Smith Barney January 2010 - January 2011
Holman Enterprises 2004 - 2009
Holman Enterprises 2002 - 2004
Edward Oberman, CPA, P.C. January 2001 - July 2002
Skills
Internal Controls, Accounting, Internal Audit, Auditing, Microsoft Excel, Financial Modeling and..., Capital Budgeting, Operating Budgets, Trademarks, Strategic Planning, Financial Reporting, Acquisitions, Mergers, Investment Management, Foreign Exchange, Bookkeeping, Treasury Management, Human Resources, Payroll, Global Operations, International Tax, Corporate Tax, Risk Management, Mergers & Acquisitions, GAAP, Accounts Payable, Accounts Receivable, Strategy, Financial Analysis, Analysis, Budgets, Finance, Peer Mentoring, Team Leadership, Financial Forecasting
Education
Rowan University 1998 — 2002
Bachelor's degree, Accounting
Howell High School 1994 — 1998
Scratch Music Group April 2011 - Present
Morgan Stanley Smith Barney January 2010 - January 2011
Holman Enterprises 2004 - 2009
Holman Enterprises 2002 - 2004
Edward Oberman, CPA, P.C. January 2001 - July 2002
Skills
Internal Controls, Accounting, Internal Audit, Auditing, Microsoft Excel, Financial Modeling and..., Capital Budgeting, Operating Budgets, Trademarks, Strategic Planning, Financial Reporting, Acquisitions, Mergers, Investment Management, Foreign Exchange, Bookkeeping, Treasury Management, Human Resources, Payroll, Global Operations, International Tax, Corporate Tax, Risk Management, Mergers & Acquisitions, GAAP, Accounts Payable, Accounts Receivable, Strategy, Financial Analysis, Analysis, Budgets, Finance, Peer Mentoring, Team Leadership, Financial Forecasting
Education
Rowan University 1998 — 2002
Bachelor's degree, Accounting
Howell High School 1994 — 1998
Jamaal Moore's Morgan Stanley Smith Barney Experience January 2011 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney January 2011 - Present
Private Lessons June 2005 - March 2011
Professional Basketball 2006 - 2010
Skills
Mutual Funds, Bonds, Investments, Commodity, Asset Allocation, Trading, Asset Managment, Wealth Management, Asset Management, Event Management
Education
Rice University 2002 — 2006
Bachelor, Economics
Morgan Stanley Smith Barney January 2011 - Present
Private Lessons June 2005 - March 2011
Professional Basketball 2006 - 2010
Skills
Mutual Funds, Bonds, Investments, Commodity, Asset Allocation, Trading, Asset Managment, Wealth Management, Asset Management, Event Management
Education
Rice University 2002 — 2006
Bachelor, Economics
Judy Raffa, CFP®'s Morgan Stanley Smith Barney Experience October 2008 - December 2011
Job VicePresident/High Net Worth Planner at TD Bank Group
Industry Financial Services
Experience
TD Bank Group February 2012 - Present
Morgan Stanley Smith Barney October 2008 - December 2011
RTD Financial Advisors, Inc. August 2007 - October 2008
Lau Associates LLC January 2007 - August 2007
Janney Montgomery Scott September 2000 - September 2006
Skills
Financial Planning, Estate Planning, NaviPlan, High Net Worth..., Certified Financial..., Wealth Management, Series 7, Series 63, Strategic Financial..., Investment Strategies
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Journalism and Political Science
TD Bank Group February 2012 - Present
Morgan Stanley Smith Barney October 2008 - December 2011
RTD Financial Advisors, Inc. August 2007 - October 2008
Lau Associates LLC January 2007 - August 2007
Janney Montgomery Scott September 2000 - September 2006
Skills
Financial Planning, Estate Planning, NaviPlan, High Net Worth..., Certified Financial..., Wealth Management, Series 7, Series 63, Strategic Financial..., Investment Strategies
Education
Rutgers, The State University of New Jersey-New Brunswick
BA, Journalism and Political Science
Michael Poynter's Morgan Stanley Smith Barney Experience June 2011 - July 2011
Job Energy Investment Banking Analyst at Citi
Industry Banking
Experience
Citi June 2013 - Present
Rice University September 2009 - May 2013
Citi June 2012 - July 2012
Morgan Stanley Smith Barney June 2011 - July 2011
Skills
Time Series Analysis, Access, Macroeconomics, Spanish, Microsoft Excel, Financial Modeling, Financial Analysis, Valuation, Portfolio Management, Corporate Finance, Investment Banking, Credit Risk, Capital Markets, Investments, Risk Management, Derivatives, Bloomberg, Wealth Management, Fixed Income, Banking, Accounting, Capital IQ, Data Analysis
Education
Rice University 2009 — 2013
Bachelor of Science (BS), Mathematical Economic Analysis
Citi June 2013 - Present
Rice University September 2009 - May 2013
Citi June 2012 - July 2012
Morgan Stanley Smith Barney June 2011 - July 2011
Skills
Time Series Analysis, Access, Macroeconomics, Spanish, Microsoft Excel, Financial Modeling, Financial Analysis, Valuation, Portfolio Management, Corporate Finance, Investment Banking, Credit Risk, Capital Markets, Investments, Risk Management, Derivatives, Bloomberg, Wealth Management, Fixed Income, Banking, Accounting, Capital IQ, Data Analysis
Education
Rice University 2009 — 2013
Bachelor of Science (BS), Mathematical Economic Analysis
Myers Jennifer's Morgan Stanley Smith Barney Experience September 2000 - Present
Job RMA at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney September 2000 - Present
Education
Rowan University 1995 — 2000
Finance
Morgan Stanley Smith Barney September 2000 - Present
Education
Rowan University 1995 — 2000
Finance
Janki Bhuva's Morgan Stanley Smith Barney Experience February 2008 - May 2008
Job Financial Analyst seeking Corporate Finance and Financial Coaching/Education opportunities
Industry Financial Services
Experience
Travelers August 2013 - May 2015
L'Oréal April 2012 - March 2013
L'Oreal July 2010 - April 2012
L'Oreal June 2009 - August 2009
Morgan Stanley Smith Barney February 2008 - May 2008
PT Billing Solution May 2007 - August 2007
Skills
Variance Analysis, Accounting, SAP, Financial Reporting, Essbase, Corporate Finance, Financial Forecasting, Account Reconciliation, Sarbanes-Oxley Act, Analysis
Education
Rutgers University-New Brunswick 2006 — 2010
Bachelor’s Degree, Finance
Travelers August 2013 - May 2015
L'Oréal April 2012 - March 2013
L'Oreal July 2010 - April 2012
L'Oreal June 2009 - August 2009
Morgan Stanley Smith Barney February 2008 - May 2008
PT Billing Solution May 2007 - August 2007
Skills
Variance Analysis, Accounting, SAP, Financial Reporting, Essbase, Corporate Finance, Financial Forecasting, Account Reconciliation, Sarbanes-Oxley Act, Analysis
Education
Rutgers University-New Brunswick 2006 — 2010
Bachelor’s Degree, Finance
Robert Nebelung, Jr.'s Morgan Stanley Smith Barney Experience April 1993 - Present
Job First Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 1993 - Present
Education
Rutgers University 1977 — 1982
BA, Business Adminstration / Hispanic Civilization
Morgan Stanley Smith Barney April 1993 - Present
Education
Rutgers University 1977 — 1982
BA, Business Adminstration / Hispanic Civilization
Neepa (Shah) Dekhtawala's Morgan Stanley Smith Barney Experience April 2007 - Present
Job Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2007 - Present
VITEOS Capital Market Services Limited February 2007 - March 2007
DPM MELLON (CLIENT) July 2006 - February 2007
Skills
Analysis, Financial Analysis, Derivatives, Account Reconciliation, Options, Training, Settlement, Wealth Management, Fund Administration, Banking, Testing, Time Management, Financial Reporting, Trading, Financial Services, Mutual Funds, Valuation, Swaps, Securities, Portfolio Management, Management, Investments, Internal Audit, Hedge Funds, Financial Risk, Financial Modeling, FX Options, Equities, Business Analysis, Bonds
Education
Rutgers Business School 2004 — 2006
Bachelor of Science, Business Administration, Finance
Morgan Stanley Smith Barney April 2007 - Present
VITEOS Capital Market Services Limited February 2007 - March 2007
DPM MELLON (CLIENT) July 2006 - February 2007
Skills
Analysis, Financial Analysis, Derivatives, Account Reconciliation, Options, Training, Settlement, Wealth Management, Fund Administration, Banking, Testing, Time Management, Financial Reporting, Trading, Financial Services, Mutual Funds, Valuation, Swaps, Securities, Portfolio Management, Management, Investments, Internal Audit, Hedge Funds, Financial Risk, Financial Modeling, FX Options, Equities, Business Analysis, Bonds
Education
Rutgers Business School 2004 — 2006
Bachelor of Science, Business Administration, Finance
Susan Stern's Morgan Stanley Smith Barney Experience 2004 - Present
Job Executive Director, CMT at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney 2004 - Present
Skills
Investments, Series 63, Asset Allocation, Equities, Asset Managment
Education
Rutgers University
Bachelor of Arts (B.A.), Psychology
Morgan Stanley Smith Barney 2004 - Present
Skills
Investments, Series 63, Asset Allocation, Equities, Asset Managment
Education
Rutgers University
Bachelor of Arts (B.A.), Psychology
Richard Saporito's Morgan Stanley Smith Barney Experience April 2005 - Present
Job Executive Director at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney April 2005 - Present
MetLife April 2000 - April 2005
AIG Royal Alliance July 1998 - March 2000
Wall Street Access May 1995 - June 1998
Waterhouse Securities, Incorporated, New York, NY February 1993 - April 1995
Education
Rutgers University-New Brunswick 1988 — 1992
BA, Economics
Morgan Stanley Smith Barney April 2005 - Present
MetLife April 2000 - April 2005
AIG Royal Alliance July 1998 - March 2000
Wall Street Access May 1995 - June 1998
Waterhouse Securities, Incorporated, New York, NY February 1993 - April 1995
Education
Rutgers University-New Brunswick 1988 — 1992
BA, Economics
Andrew Paganucci's Morgan Stanley Smith Barney Experience June 2010 - Present
Job Team Intern at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney June 2010 - Present
Northwestern Mutual May 2010 - August 2010
Education
Rutgers University-New Brunswick 2007 — 2011
Morgan Stanley Smith Barney June 2010 - Present
Northwestern Mutual May 2010 - August 2010
Education
Rutgers University-New Brunswick 2007 — 2011
Heather Brambilla's Morgan Stanley Smith Barney Experience October 1982 - Present
Job
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 1982 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Public Speaking, Editing
Education
Rutgers, The State University of New Jersey-New Brunswick
University of California, San Diego
Morgan Stanley Smith Barney October 1982 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Public Speaking, Editing
Education
Rutgers, The State University of New Jersey-New Brunswick
University of California, San Diego
Jennifer Vales's Morgan Stanley Smith Barney Experience January 2012 - February 2012
Job Teller at Fulton Bank of New Jersey
Industry Retail
Experience
Fulton Bank of New Jersey September 2014 - Present
Christmas Tree Shops April 2014 - November 2014
Ronetco Shoprite July 2008 - October 2013
Northwestern Mutual January 2013 - January 2013
Morgan Stanley Smith Barney January 2012 - February 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Time Management, Teamwork, Leadership, Detail-Oriented, Professional, Enthusiastic, Determined
Education
Rowan University 2009 — 2013
Bachelor's Degree, Business Administration, Specialization: Finance, Minor: Law & Justice
Fulton Bank of New Jersey September 2014 - Present
Christmas Tree Shops April 2014 - November 2014
Ronetco Shoprite July 2008 - October 2013
Northwestern Mutual January 2013 - January 2013
Morgan Stanley Smith Barney January 2012 - February 2012
Skills
PowerPoint, Microsoft Word, Microsoft Office, Microsoft Excel, Customer Service, Time Management, Teamwork, Leadership, Detail-Oriented, Professional, Enthusiastic, Determined
Education
Rowan University 2009 — 2013
Bachelor's Degree, Business Administration, Specialization: Finance, Minor: Law & Justice
Barry Monblatt's Morgan Stanley Smith Barney Experience October 1980 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney October 1980 - Present
Education
Rider University 1961 — 1965
Bachelor of Science (BS), Insurance
Morgan Stanley Smith Barney October 1980 - Present
Education
Rider University 1961 — 1965
Bachelor of Science (BS), Insurance
Timothy Hansen's Morgan Stanley Smith Barney Experience March 2011 - Present
Job Chief Compliance Officer of Registered Investment Adviser at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2011 - Present
Morgan Stanley September 2007 - February 2011
Morgan Stanley April 2005 - September 2007
US Securities and Exchange Commission September 2000 - April 2005
US Securities and Exchange Commission August 1999 - August 2000
Lowenstein Sandler PC August 1995 - August 1999
The Honorable Maryanne Trump Barry, USDJ September 1993 - August 1995
Congressman William O. Lipinski (Illinois) January 1989 - August 1990
Skills
Investment Advisory
Education
Rutgers University School of Law - Newark 1990 — 1993
JD
University of Chicago 1983 — 1987
BA, Economics
Morgan Stanley Smith Barney March 2011 - Present
Morgan Stanley September 2007 - February 2011
Morgan Stanley April 2005 - September 2007
US Securities and Exchange Commission September 2000 - April 2005
US Securities and Exchange Commission August 1999 - August 2000
Lowenstein Sandler PC August 1995 - August 1999
The Honorable Maryanne Trump Barry, USDJ September 1993 - August 1995
Congressman William O. Lipinski (Illinois) January 1989 - August 1990
Skills
Investment Advisory
Education
Rutgers University School of Law - Newark 1990 — 1993
JD
University of Chicago 1983 — 1987
BA, Economics
Oscar Alvarado's Morgan Stanley Smith Barney Experience 2002 - 2004
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2012 - Present
Bank of America Merrill Lynch November 2010 - April 2012
UBS AG September 2007 - November 2010
NYSE Regulation December 2004 - August 2007
Morgan Stanley Smith Barney 2002 - 2004
Skills
Series 7, Securities Regulation, Internal Audit, Regulatory Examinations, Risk Assessment, Risk Management, Compliance, AML, Internal Controls, Sales Practices, Issue Management, FINRA, Securities, Banking, Auditing, Fixed Income, Capital Markets, Operational Risk, Hedge Funds, Operational Risk..., Mutual Funds, Financial Risk, Investments, Financial Services, Due Diligence, Series 24
Education
Rutgers University 1999 — 2002
Bachelors of Science, Finance
Credit Suisse July 2012 - Present
Bank of America Merrill Lynch November 2010 - April 2012
UBS AG September 2007 - November 2010
NYSE Regulation December 2004 - August 2007
Morgan Stanley Smith Barney 2002 - 2004
Skills
Series 7, Securities Regulation, Internal Audit, Regulatory Examinations, Risk Assessment, Risk Management, Compliance, AML, Internal Controls, Sales Practices, Issue Management, FINRA, Securities, Banking, Auditing, Fixed Income, Capital Markets, Operational Risk, Hedge Funds, Operational Risk..., Mutual Funds, Financial Risk, Investments, Financial Services, Due Diligence, Series 24
Education
Rutgers University 1999 — 2002
Bachelors of Science, Finance
Albert Backus's Morgan Stanley Smith Barney Experience November 1995 - Present
Job Financial Analysis at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney November 1995 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick 1973 — 1977
Psychology
Morgan Stanley Smith Barney November 1995 - Present
Education
Rutgers, The State University of New Jersey-New Brunswick 1973 — 1977
Psychology
Kathy Cardwell's Morgan Stanley Smith Barney Experience February 2000 - Present
Job Financial Advisor at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2000 - Present
Coalition for the Homeless of Central Florida 1996 - 1999
Education
Rollins College 1989 — 1992
Master's Degree, Liberal Studies
University of Florida 1966 — 1969
Bachelor of Arts, English
Morgan Stanley Smith Barney February 2000 - Present
Coalition for the Homeless of Central Florida 1996 - 1999
Education
Rollins College 1989 — 1992
Master's Degree, Liberal Studies
University of Florida 1966 — 1969
Bachelor of Arts, English
Edward M Killea's Morgan Stanley Smith Barney Experience August 1999 - July 2012
Job Senior Vice President Atalanta Sosnoff Capital LLC
Industry Financial Services
Experience
Atalanta Sosnoff August 2012 - Present
Morgan Stanley Smith Barney August 1999 - July 2012
ICAP July 1994 - August 1999
Skills
Series 7, Series 63, Alternative Investments, Fixed Income, Wealth Management, Asset Allocation, Series 65, Equities, Mutual Funds, Securities, Portfolio Management, Investments, Asset Managment, Retirement Planning, Managed Futures, ETFs, Financial Markets, Separately Managed..., Financial Advisory, Strategic Financial...
Education
Rutgers University
BS, Economics
Atalanta Sosnoff August 2012 - Present
Morgan Stanley Smith Barney August 1999 - July 2012
ICAP July 1994 - August 1999
Skills
Series 7, Series 63, Alternative Investments, Fixed Income, Wealth Management, Asset Allocation, Series 65, Equities, Mutual Funds, Securities, Portfolio Management, Investments, Asset Managment, Retirement Planning, Managed Futures, ETFs, Financial Markets, Separately Managed..., Financial Advisory, Strategic Financial...
Education
Rutgers University
BS, Economics
Kolton Goodman's Morgan Stanley Smith Barney Experience May 2012 - March 2013
Job Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2013 - Present
Morgan Stanley Smith Barney May 2012 - March 2013
Conner Strong May 2011 - May 2012
Skills
Series 7, series 66
Education
Rowan University
Bachelor of Arts (B.A.), Business, Marketing and Economics
Morgan Stanley Wealth Management May 2013 - Present
Morgan Stanley Smith Barney May 2012 - March 2013
Conner Strong May 2011 - May 2012
Skills
Series 7, series 66
Education
Rowan University
Bachelor of Arts (B.A.), Business, Marketing and Economics
Kedar Burra's Morgan Stanley Smith Barney Experience May 2010 - October 2012
Job Sr. Consultant at Capco
Industry Financial Services
Experience
Capco August 2014 - Present
Barclays Wealth and Investment Management October 2013 - July 2014
Bank of America October 2012 - July 2013
Morgan Stanley Smith Barney May 2010 - October 2012
TD Ameritrade August 2008 - March 2010
VIN Microtek Solutions, Inc November 2005 - December 2006
24-7 Inc. 2005 - 2006
Satyam Computer Services Ltd September 2003 - October 2005
Skills
Microsoft Project, Microsoft Excel, Visio, Microsoft Word, PowerPoint, Agile & Waterfall..., Full SDLC, Quality Center, Oracle SQL, C++ Language, MS Project, Business Analysis, Integration, Process Improvement, PMP, SDLC
Education
Rochester Institute of Technology 2007 — 2009
MBA, Banking, Corporate, Finance, and Securities Law
MVSR Engineering College, Osmania University 2000 — 2005
Bachelor of Engineering, Mechanical Engineering
Capco August 2014 - Present
Barclays Wealth and Investment Management October 2013 - July 2014
Bank of America October 2012 - July 2013
Morgan Stanley Smith Barney May 2010 - October 2012
TD Ameritrade August 2008 - March 2010
VIN Microtek Solutions, Inc November 2005 - December 2006
24-7 Inc. 2005 - 2006
Satyam Computer Services Ltd September 2003 - October 2005
Skills
Microsoft Project, Microsoft Excel, Visio, Microsoft Word, PowerPoint, Agile & Waterfall..., Full SDLC, Quality Center, Oracle SQL, C++ Language, MS Project, Business Analysis, Integration, Process Improvement, PMP, SDLC
Education
Rochester Institute of Technology 2007 — 2009
MBA, Banking, Corporate, Finance, and Securities Law
MVSR Engineering College, Osmania University 2000 — 2005
Bachelor of Engineering, Mechanical Engineering
shwetha nagaraj's Morgan Stanley Smith Barney Experience June 2005 - July 2006
Job Software Engineer at Microsoft
Industry Computer Software
Experience
Microsoft August 2006 - Present
Morgan Stanley Smith Barney June 2005 - July 2006
Skills
Proficient in C++, C#, Working knowledge of..., Domain Expertise:..., Excellent communicator..., Innovative problem...
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2005
Master of Science (MS), Computer Engineering
PESIT, Bangalore 1999 — 2003
Bachelor of Science (BS), Computer Science
Microsoft August 2006 - Present
Morgan Stanley Smith Barney June 2005 - July 2006
Skills
Proficient in C++, C#, Working knowledge of..., Domain Expertise:..., Excellent communicator..., Innovative problem...
Education
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2005
Master of Science (MS), Computer Engineering
PESIT, Bangalore 1999 — 2003
Bachelor of Science (BS), Computer Science
Matthew Lanouette's Morgan Stanley Smith Barney Experience June 2012 - August 2012
Job Staff Accountant at Bedard, Kurowicki & Co., CPA's, PC
Industry Financial Services
Experience
Bedard, Kurowicki & Co., CPA's, PC April 2013 - Present
Joseph Powers Tax Services January 2013 - April 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Skills
Microsoft Office
Education
Rutgers, The State University of New Jersey-Camden 2008 — 2013
Bachelor's of Science, Accounting and Finance
Bedard, Kurowicki & Co., CPA's, PC April 2013 - Present
Joseph Powers Tax Services January 2013 - April 2013
Morgan Stanley Smith Barney June 2012 - August 2012
Skills
Microsoft Office
Education
Rutgers, The State University of New Jersey-Camden 2008 — 2013
Bachelor's of Science, Accounting and Finance
Igor Elman's Morgan Stanley Smith Barney Experience October 2011 - June 2012
Job Fixed Income Wealth Management, Associate
Industry Financial Services
Experience
Morgan Stanley August 2014 - Present
Morgan Stanley Wealth Management June 2012 - Present
Morgan Stanley Smith Barney October 2011 - June 2012
ICAP North America June 2010 - September 2010
Creditex May 2008 - September 2008
Skills
SharePoint, Strategy, Financial Services, Series 7, Bonds, Capital Markets, Derivatives, Investments, Fixed Income, Finance, Trading, Portfolio Management, Financial Markets, Wealth Management, Securities
Education
Rutgers Business School 2007 — 2011
Finance/Economics
Morgan Stanley August 2014 - Present
Morgan Stanley Wealth Management June 2012 - Present
Morgan Stanley Smith Barney October 2011 - June 2012
ICAP North America June 2010 - September 2010
Creditex May 2008 - September 2008
Skills
SharePoint, Strategy, Financial Services, Series 7, Bonds, Capital Markets, Derivatives, Investments, Fixed Income, Finance, Trading, Portfolio Management, Financial Markets, Wealth Management, Securities
Education
Rutgers Business School 2007 — 2011
Finance/Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.